Business List: Financial Consultant in Walnut Creek, CA, USA

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Pacific Pension & Benefit Services Inc	2300 Clayton Rd, Concord, CA 94520	92567xxxx5
Retirement Strategies	3109 Teigland Rd, Lafayette, CA 94549	92594xxxx8
David Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Grace Financial Services	190 N Wiget Ln Ste 100, Walnut Creek, CA 94598	92530xxxx5	mgr*@r****.com									33
Fyrb Tax Services	1251 Monument Blvd Ste 120 Concord, CA 94520	92544xxxx7	fyr**@g**.com			5	3	5	5	57	220	61
Edelman Financial Engines	2175 N California Blvd Ste 800, Walnut Creek, CA 94596	92535xxxx3	aar@e*************.com							18783	21	20000
Northgate Capitol Group	649 San Ramon Valley Blvd, Danville, CA 94526	92582xxxx0	ac@n********.com
Gary Krupa Accounting and Bookkeeping Services	2520 Ryan Rd Ste 21 Concord, CA 94518	92582xxxx6
A&C Accounting and Tax Services	2605 International Blvd Oakland, CA 94601	51092xxxx8	acc******@a***********.com			4.7	3
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Prosperitas Wealth Management	1026 Oak St, Clayton, CA 94517	92567xxxx0	tpa*@p**********.com
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91			107322	16242	108000
Edward Jones - Financial Advisor: Michael Logan	2950 Buskirk Ave Suite 195, Walnut Creek, CA 94597	92590xxxx5
Tina A Fletcher-Morgan Stanley	2 Theatre Sq, Orinda, CA 94563	92525xxxx6	acc********@m**********.com
Mighty Nonprofits	Oakland, CA 94605	41599xxxx9	c18***************************@s***.wixpress	5	6	5	4					342
Financial Network Investment Corp	225 Lennon Ln, Walnut Creek, CA 94598	92593xxxx7	bea@c********.com
Granite Capital Management	5707 Redwood Rd, Oakland, CA 94619	51033xxxx0	jfu*@g**************.com
Life&Wealth Advisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	pre****@l*****.com
FM Global	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx9	aar********@f*****.com	5	3
Creative Planning	1331 N California Blvd UNIT 110, Walnut Creek, CA 94596	86627xxxx8	a.j****@c*************.com							6352	126	7200
Yu Stephen	2603 Camino Ramon Ste 200, San Ramon, CA 94583	92589xxxx6	dns***@a*.com
Nardene Wealth Management Inc.,	2121 N California Blvd, Walnut Blvd, Walnut Creek, CA 94596	92558xxxx7
Sentinel Wealth Consulting Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	aar********@u.com
Bay Area Credit	2959 South Winchester Blvd Ste 201 Campbell, CA 95008	88874xxxx2	cus*******@b**********.net			3.2	9
Low Ron T	3478 Buskirk Ave, Pleasant Hill, CA 94523	92528xxxx1	844***********************************@w***************.com
Brokstein & Associates CPAs	2300 Contra Costa Blvd Ste 230 Pleasant Hill, CA 94523	92594xxxx5	ann*@o***.com			5	7
BluFi Lending	2175 N California Blvd Ste 425 Walnut Creek, CA 94596	92523xxxx0	dns****@t***.com			1	1
Cornerstone Wealth Management, Inc.	2400 Camino Ramon Ste 175, San Ramon, CA 94583	92582xxxx0	cor*************@c***********.com
Westhoff Cone & Holmstedt	500 Ygnacio Valley Rd Ste 380, Walnut Creek, CA 94596	92547xxxx0
Christopher Benz - David White & Associates	3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583	92580xxxx8				5	1
LPL Financial	1350 Treat Blvd, Walnut Creek, CA 94597	92593xxxx7	aar*******@l.com
Jvm Lending	1850 Mt Diablo Blvd Ste 160, Walnut Creek, CA 94596	92585xxxx1	aar*@j*******.com	5	646					1519	116	1600
Angelo, Teena	1875 Willow Pass Rd, Concord, CA 94520	92594xxxx6	all*******@a***.usbank							345279	5492	348000
David Ellman-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92527xxxx6	aab**@b**********.com
DP Legal Solutions	2016 Lewelling Blvd, San Leandro, CA 94579	51034xxxx6	con**@d*************.com	4.9	56	4.9	57			680	125
Comprehensive Property Tax Service	1371 Oakland Blvd, Walnut Creek, CA 94596	92593xxxx4
Schurhoff Norbert W CLU & Associates	61 Moraga Way, Orinda, CA 94563	92525xxxx0
Paulson Investments	14 Orinda Way, Orinda, CA 94563	92525xxxx4	aca******@p**************.com
Valentine Capital Asset Management	6111 Bollinger Canyon Rd Ste 100, San Ramon, CA 94583	92527xxxx0
Edward Jones - Financial Advisor: Sunny Sharma	1485 Treat Blvd, Walnut Creek, CA 94597	92590xxxx5	a.j*******@e********.com							87657		100000
Vitucci & Associates	877 Ygnacio Valley Rd, Walnut Creek, CA 94596	92547xxxx0	a.e*@d****************.com	3	5
U.S. Bancorp Investments - Financial Advisors: Mike Taylor	1555 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx8	aar**********@u***.com
Cetera Advisors Scott Feher	1981 N Broadway Ste 320, Walnut Creek, CA 94596	92593xxxx1	b.s******@l.com									6
Morton Management	100 Pringle Ave Ste 410, Walnut Creek, CA 94596	92528xxxx1
Fuller, John L	1333 N California Blvd, Walnut Creek, CA 94596	92543xxxx9	dns***@a*.com
Securities America Inc	1255 Treat Blvd, Walnut Creek, CA 94597	92547xxxx0	aad******@s**************.com
The Olin Financial Group	2033 N Main St #600, Walnut Creek, CA 94596	92574xxxx7	oli*************@w*******.com
Gateway Financial Advisors, Inc. DBA:Quality Life Insurance Agency	1646 N California Blvd Ste 650, Walnut Creek, CA 94596	92599xxxx9	dbo*****@g***********.com
Michael Blacksburg - Estate Planning	San Francisco, CA 94114	41552xxxx7	cat****@b***********.com			4.9	181
Charles Martin Accounting	710 Ferry St, Martinez, CA 94553	92537xxxx0	hos*****@s******.net	5	6
Merrill Lynch Financial Advisor Tom Nguyen	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92528xxxx6	bri**********@b*.com
CAVU Wealth Advisors, LLC	1220 Oakland Blvd #200, Walnut Creek, CA 94596	92538xxxx2	hil*@c*******.com	5	1
Jean Gannett CFP	Orinda, CA 94563	92525xxxx0
Rick Beaumont-Morgan Stanley	2 Theatre Sq, Orinda, CA 94563	92525xxxx7	acc********@m**********.com
Heritage Investment Management	18 Crow Canyon Ct Ste 330, San Ramon, CA 94583	92536xxxx7
Grant Private Wealth Management	1601 N Main St UNIT 204, Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com									31
Dennis Middleton, CPA	5959 Estates Dr, Oakland, CA 94611	51033xxxx0	den*@d***************.com		4	3.9	14
Bay Area Consulting	Lafayette, CA 94549	41578xxxx8
Jws Capital Management Inc	272 Cross Rd, Alamo, CA 94507	92540xxxx0	sho***@j*****************.com
Desmond Consulting Group	1850 Mt Diablo Blvd Ste 630 Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com			4.5	2			80	7	79
Lifetime Planning Advisors	1485 Treat Blvd Ste 202b, Walnut Creek, CA 94597	92593xxxx0	nha****@l*****.com
Liberty Tax	1206 Fruitvale Ave, Oakland, CA 94601	51053xxxx0	aar*@l*******.com	4.9	81	4.4	17			105718	14089	106000
Stephen Butterfield	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92594xxxx7	rbc*******@r.com
Sanom, Daniel, AGT	200 Pringle Ave, Walnut Creek, CA 94596	92597xxxx0	dan*********@a*.com
Diamond Oak Wealth Partners	1840 San Miguel Dr Ste 202 Floor 2, Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com
Thomas Wirig Doll	165 Lennon Ln Ste 200, Walnut Creek, CA 94598	92593xxxx0	ang****@t********.com
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
Laroco, Nancy T, AGT	25 Orinda Way, Orinda, CA 94563	92590xxxx0	dns***@a*.com
LPL Financial	111 Town And Country Dr, Danville, CA 94526	92583xxxx6	aar******@l.com							20011	214	21000
David Dea, CPA	338 Scarlet Oak Ct Pleasant Hill, CA 94523	92536xxxx7
John L Fuller - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92543xxxx9	dns***@a*.com
Tsenter, Monique	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	ari********@m.com
Valentic Financial Services	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	92568xxxx0
Lawrence Investments	101 Ygnacio Valley Rd, Walnut Creek, CA 94596	92597xxxx9
Chan, DJ, CFP	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx1	bro********@m.com
Jardee Worcester - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx7	dns***@a*.com
Ace Capital Group, Inc	1001 Galaxy Way Ste 107, Concord, CA 94520	92523xxxx0
Land Home Financial Services	533 Main St, Martinez, CA 94553	92595xxxx2
Lansang, Andre	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Law Offices of Natalya Attestatova, CPA	1090 Adams St Ste J Benicia, CA 94510	70731xxxx9	nat**@n*******.com		2	4.9	27
Norris, Scott	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	ale********@m.com
Becker Financial Group	1990 N California Blvd Walnut Creek, CA 94596	92594xxxx0				2	2
Wang Brothers Investments	1 Bates Blvd Ste 201, Orinda, CA 94563	92538xxxx4
Cartwright Partners	Walnut Creek, CA 94596	92597xxxx9
Edward Jones	367 Civic Dr Ste 8, Pleasant Hill, CA 94523	92579xxxx7	a.j*******@e********.com							85136
Sorensen, David	1331 N California Blvd, Walnut Creek, CA 94596	92565xxxx2	ban********@e**.bankofamerica
Susan Danzig	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92595xxxx3	coa@s********.com	5	1
R G Financial Partners	1990 N California Blvd, Walnut Creek, CA 94596	92592xxxx0
Issad income Tax & Accounting	2465 Salvio St Ste C Concord, CA 94520	92582xxxx4				5	5
Focused Business Solutions	Concord, CA 94521	92549xxxx0	c18***************************@s***.wixpress			5	9
Wealth & Tax Planners	3021 Citrus Cir, Walnut Creek, CA 94598	92593xxxx0
H&R Block	5435 K Clayton Rd Clayton, CA 94517	92567xxxx0	aab*@h****.com			2.4	17
Javier Ly Martinez: Primerica - Financial Services	1800 Sutter St Ste 500, Concord, CA 94520	92543xxxx7	dom*******@p******.com	4.3	6
Bill Farber - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx5	aud***********@a*.com
Powers & Associates	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	51047xxxx3
Stonewater Wealth Management	1615 Saint Francis Ct, Benicia, CA 94510	70775xxxx7
Maze & Associates	3478 Buskirk Ave Ste 217 Pleasant Hill, CA 94523	92522xxxx0	ale*****@m***********.com	5	1	2.9	10
A & L CPA Group	1801 N California Blvd Ste 106 Walnut Creek, CA 94596	92540xxxx2	aka@a*******.com	4.3	4	3.9	26
Garland Investment Management	920 Country Club Dr Ste 1D, Moraga, CA 94556	92537xxxx5
TSM Investment Corp.	33 Danville Oak Pl, Danville, CA 94526	92583xxxx9	con**@i********.us
Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®	1840 San Miguel Dr Suite 202 Floor 2, Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com	5	3
David Bobrowsky, CFP	1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com			4.6	10
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	56
Levy Daniel J Inc	3403 Hall Ln, Lafayette, CA 94549	92528xxxx0	edi**@c******.org
Grant Wealth Management No Selection	1601 N Main St, Walnut Creek, CA 94596	92589xxxx1
Stelvio Wealth Partners	1981 N Broadway, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
IFC and Insurance Marketing, Inc.	102 El Dorado St Auburn, CA 95603	53088xxxx0	dav@i***.com			5	5
United Capital Danville	145 E Prospect Ave, Danville, CA 94526	92526xxxx8	abd**************@u*****.com
Inspira Financial Company	1711 Almond Ave, Walnut Creek, CA 94596	84487xxxx2	2c7***********************************@w***************.com
Pennock Rob CPA	110 Ryan Industrial Ct San Ramon, CA 94583	92582xxxx9
Merrill Lynch Financial Advisor Scott F Norris	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx5	ari********@m.com
Greening, Patrick	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx2	bro********@m.com
Securities America Inc	226 Alderbrook Pl, Moraga, CA 94556	92537xxxx4	aad******@s**************.com
Accretive Wealth Management	12657 Alcosta Blvd Ste 150, San Ramon, CA 94583	92536xxxx7	cri**************@a************.com
Heritage Wealth Advisors - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ale******@a*.com
The Agency Real Estate & Finance	696 San Ramon Valley Blvd Ste 226 Danville, CA 94526	51029xxxx3	inf@t**********.com		27	4.9	39	5	16	525		551
Lamont Financial Services Corp.	3569 Perada Dr, Walnut Creek, CA 94598	92593xxxx8	bob@l********.com
Kelley Reed - State Farm Insurance Agent	3400 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92582xxxx8				4.3	10
Mark Jongeward - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Wells Fargo Advisors	3111 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx2
John L Fuller - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92543xxxx9	dns***@a*.com
Merrill Lynch Wealth Management	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	ale********@m.com
Devinney Fred H Financial Planners	1655 N Main St, Walnut Creek, CA 94596	92594xxxx3
Wcm Financial	242 Orchard Rd, Orinda, CA 94563	92525xxxx7
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Wong Benjamin Y	225 Lennon Ln, Walnut Creek, CA 94598	92593xxxx8	a.h*****@c***.com
Linda R Walker	1650 Solano Ave, Berkeley, CA 94707	51052xxxx3	joh*****@l*****.com	5	2	5	15
Walnut Creek Private Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	80043xxxx2	abc*****@u.com
BPGE Capital Management	100 Pringle Ave, Walnut Creek, CA 94596	41543xxxx0	Inf@b*********.com
Wells Fargo Private Bank	2001 N Main St Ste 410, Walnut Creek, CA 94596	92527xxxx2	aar********@w*******.com
D4 Fiduciary and Business Advisory Services	952 School St Unit 224 Napa, CA 94559	70753xxxx3	jan**@d********.com			5	1
Tomlinson & Company	3000 Citrus Cir, Walnut Creek, CA 94598	92594xxxx9
Ameriprise Financial Services Inc	100 Pringle Ave, Walnut Creek, CA 94596	92547xxxx0	ame****************@a*.com							132834
Charles Schwab	3223 Crow Canyon Rd Ste 150, San Ramon, CA 94583	80043xxxx0	aar******@s***.com
EP Wealth Advisors	250 Lafayette Cir Ste 203, Lafayette, CA 94549	92528xxxx1	ab@e*******.com
Horizon Technology Finance	1676 N California Blvd Ste 610, Walnut Creek, CA 94596	92593xxxx4	alo***@h***************.com
Stephany Thompson - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx3	int********@m**********.com
Minor, David, AGT	1200 Mt Diablo Blvd, Walnut Creek, CA 94596	92595xxxx9	ame****************@a*.com
Proequities Inc	1 Annabel Ln, San Ramon, CA 94583	92527xxxx0	adm*****@d********.com	3.6	7
Monument Advisory Group - Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21584xxxx8	ani*******@a*.com
Flex Tax And Consulting Group	Castro Valley, CA 94546	41586xxxx8	ale****@f****.com	5	3	4.7	42	4.9	66	1171		1100
A P Mortgage	1777 N California Blvd Suite 100, Walnut Creek, CA 94596	92528xxxx8	aad**@a*******.com
Tucker, David	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx2
Transformations Possible Life Coaching	2624 77th Ave, Oakland, CA 94605	51068xxxx3											5	1
Gale Ranch Notary Finance and Apostille	San Ramon, CA 94582	92532xxxx1	gov*@g************.com	5	43	4.9	35	5	10			208
Bioscience Advisors	2855 Mitchell Dr, Walnut Creek, CA 94598	92594xxxx1	19b***********************************@w***************.com
Stifel	500 Ygnacio Valley Rd Ste 490, Walnut Creek, CA 94596	92574xxxx0	abb**@s***.com							4756		5200
Maggie Ohearn - Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com							17409		18000
Andrews Philip J CPA	319 Diablo Rd Danville, CA 94526	92583xxxx2				5	2
Bay Area Wealth Management - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx9	acm*********@m**********.com
Lennon BPO	1777 Botelho Dr Ste 120 Walnut Creek, CA 94596	92595xxxx6	sol****@l******.com
Rex Crandell Firm	3000 Citrus Cir Ste 207 Walnut Creek, CA 94598	92593xxxx0	rex******@a****.net			3.7	3
Sara Farner - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92593xxxx0	acc********@m**********.com
Capital Tax & Accounting CPA	150 N Wiget Ln Ste 206 Walnut Creek, CA 94598	92597xxxx4	c18***************************@s***.wixpress
De Silva & Holman	1435 Leimert Blvd Oakland, CA 94602	51053xxxx2		5	2	5	3
U.S. Trust	100 Pringle Ave Ste 650, Walnut Creek, CA 94596	92565xxxx7	aar**********@u****.com
Integrity 1st Financial Group Inc	511 Sycamore Valley Rd W, Danville, CA 94526	92521xxxx0
Nguyen, Tom	1331 N California Blvd, Walnut Creek, CA 94596	92528xxxx6	ale********@m.com
Primerica	1070 Concord Ave Ste 200, Concord, CA 94520	92582xxxx4	a.-*****************@p******.com							147648	4076
Clayton Tax Consultants	6200 Center St, Clayton, CA 94517	92567xxxx0	ads@p****************.com
Aranda Consulting Services	1701 N California Blvd Ste 3 Walnut Creek, CA 94596	20951xxxx7
Creating Your Pension	877 Ygnacio Valley Rd Suite 220, Walnut Creek, CA 94596		inf@c*****************.com
James Carbonell - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Grant Trust Inc	1601 N Main St, Walnut Creek, CA 94596	92537xxxx0
Bruce Hand Bookkeeping & Tax Services	1844 Tice Valley Blvd Ste A Walnut Creek, CA 94595	92589xxxx8				4.8	6
Doublejay Investment Management	3189 Danville Blvd Ste 200, Alamo, CA 94507	92526xxxx8
Concentric Wealth Management	251 Lafayette Cir Ste 200, Lafayette, CA 94549	92596xxxx0	ama*@c**************.com
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Douglas M King EA CFP	2815 Mitchell Dr, Walnut Creek, CA 94598	92593xxxx1
Ryan Winters - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx1	acc********@m**********.com
Fish, Douglas	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx8	ale********@m.com
ZRC Wealth Management, LLC	200 Pringle Ave #400, Walnut Creek, CA 94596	92596xxxx0	and*@z**.com
Best, Sheila, PHD	473 Pershing Dr, Oakland, CA 94611	51092xxxx0											5	1
York, Brandon	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx4
Karadeli, Eren	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx3	ale********@m.com
Roshell Dean CPA, PC	Oakland, CA 94612	51080xxxx4	ros*******@r*****.com			5	1
Moon, Schwartz & Madden	50 Vashell Way Ste 240 Orinda, CA 94563	92525xxxx0	inf@m******.com			2	27
Axis Bookkeeping Services	1005 Northgate Dr Ste 130 San Rafael, CA 94903	70731xxxx4	adm@o*******.net			5	3	5	5	78		81
John Voegelin Keller - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
WB Lending Solutions	712 Bancroft Rd Ste 137 Walnut Creek, CA 94598	92525xxxx4	wbl*****************@c***********.com			5	15
De Credico & Associates	2440 Camino Ramon, San Ramon, CA 94583	92532xxxx1	aga*@z*********.com
Wells Fargo Advisors	344 Highland Ave, Piedmont, CA 94611	51065xxxx6
Financial Engines Advisor Center	2121 N California Blvd Ste 290, Walnut Creek, CA 94596	92522xxxx5	aau****@f*************.com							18785	21	20000
Loomis Sayles and Company L P	4 Orinda Way, Orinda, CA 94563	92525xxxx0	aag***@l*********.com
Thomas R Burns	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	41554xxxx0				5	1
Bank of Commerce Mortgage	395 Hartz Ave, Danville, CA 94526	92583xxxx0	cdo@c********.com
Merrill Lynch Financial Advisor Phillip W Scott	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	77568xxxx4	ari********@m.com
Matt Kay, CFP	3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583	92527xxxx8				5	1
Teddy Rakestraw - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx4	ted**********@u.com
Sean Parks-Morgan Stanley	2 Theatre Sq, Orinda, CA 94563	92525xxxx3	acm*********@m**********.com
McHugh, Tatiana	1331 N California Blvd, Walnut Creek, CA 94596	92565xxxx6	alc*********@b**********.com
Wells Fargo Advisors	892 Southampton Rd, Benicia, CA 94510	70774xxxx8
American Financial Network	370 Diablo Rd, Danville, CA 94526	92585xxxx1
Russell Doi - Mutual of Omaha Mortgage	1800 Tice Valley Blvd Ste A Walnut Creek, CA 94595	51030xxxx6	cus**********@n***.com			5	12
Principal Financial Group	500 Ygnacio Valley Rd Ste 270b Walnut Creek, CA 94596	92590xxxx2	a.s**@p******.com			1	2
Liberty Tax	3533 Clayton Rd Concord, CA 94519	92568xxxx9				5	2
Wealth & Tax Planners-Financial Telesis Inc	1646 N California Blvd, Walnut Creek, CA 94596	92593xxxx0
Alastair Patterson-Morgan Stanley	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	int********@m**********.com
Caliber Home Loans	2000 Crow Canyon Pl, San Ramon, CA 94583	51075xxxx5	aar@c*************.com
Vitucci Integrated Planning	2890 N Main St Ste 201 Walnut Creek, CA 94597	92537xxxx0	can**@v************.com			5	3			103		111
Joseph Caselle - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx1	abc*****@u.com	3	2
Daniel Heenan - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Laurus Financial Group	1501 N Broadway suite 230, Walnut Creek, CA 94596	92525xxxx0	ami@l*********.org
Elisabeth Andreason-Morgan Stanley	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx9	int********@m**********.com
Strategic Asset Management Group	1990 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	bi@s***********.net
Charles Schwab	1231 S California Blvd, Walnut Creek, CA 94596	92597xxxx0	app*****************@s***.com	3	21
Lodestar Private Asset Management	3201 Danville Blvd Ste 275, Alamo, CA 94507	92583xxxx4	ant**@l********.com
Merrill Lynch Financial Advisor John D. Cusick	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	61575xxxx2	ari********@m.com
A Kenneth Mettler Chfc Cfp	150 N Wiget Ln, Walnut Creek, CA 94598	92594xxxx0	a.-***************@n********.com					4.3	1247	655863		658000
United Capital Financial Advisors	1350 Treat Blvd Suite 340, Walnut Creek, CA 94597	41541xxxx0	car**@u****************.com
Financial Network Investment Corp	2700 Ygnacio Valley Rd Ste 235, Walnut Creek, CA 94598	92594xxxx3
John Paul Greiten - Financial Advisor, Ameriprise Financial Services	1600 S Main St Ste 290, Walnut Creek, CA 94596	92535xxxx0	dns***@a*.com
The Rothschild Group - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx2	dns***@a*.com
Schmidt, James	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx1	ari********@m.com
On Pointe Capital	100 Pringle Ave, Walnut Creek, CA 94596	92593xxxx7
Manuel Soliz - Thrivent	3011 Citrus Cir Ste 104, Walnut Creek, CA 94598	92526xxxx5	abc*****@t*****.com
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	der******@a*.com		188							71
Mission Wealth	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94596	41541xxxx0	ach**@m**********.com
Wright on Your Money	712 Bancroft Rd # 136, Walnut Creek, CA 94598	92532xxxx2
Merrill Lynch Financial Advisor Paul J Kommer	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92598xxxx1	ari********@m.com
Terry Allen CFP - Financial Advisor	700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596	92593xxxx4	enh********@d***************.com	5	1
Max Osuagwu, Udochi	1331 N California Blvd, Walnut Creek, CA 94596	92598xxxx3	ari********@m.com
Robin Patin, CFP, CPWA	Orinda, CA 94563					4.4	11
Edward Jones - Financial Advisor: Daniel Jew	2413 Webb Ave, Alameda, CA 94501	51052xxxx6	a.j*******@e********.com		5	5	9
Armstrong Soo Tax Services	San Ramon, CA 94582	41569xxxx0	arm********@y**.com			4.9	31
Ruben Tarkhanyan-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92541xxxx1	aab**@b**********.com
Wells Fargo Advisors	1880 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx1	a.b@w*****************.com
Edward Jones - Financial Advisor	3021 Citrus Cir Ste 275, Walnut Creek, CA 94598		a.j*******@e********.com
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com							398	10	390
Western Financial Services	105 Candelero Pl, Walnut Creek, CA 94598	92594xxxx0
American Express	3508 Brighton Ave, Oakland, CA 94602	51084xxxx5	aar@a************.com
Edmund Pan - Financial Advisor, Ameriprise Financial Services	2033 N Main St Ste 363, Walnut Creek, CA 94596	92548xxxx6	dns***@a*.com
Keller, John V, AGT	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	ame****************@a*.com
John Voegelin Keller - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Amtrust Financial Services	1655 Grant St, Concord, CA 94520	92528xxxx0
Wells Fargo Advisors	1920 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx0
MySolo401k.net	2055 Sierra Rd, Concord, CA 94518	76044xxxx8	acc***@m*******.net
Lisa Weaver, EA	3093 Citrus Cir Ste 190 Walnut Creek, CA 94598	92598xxxx8	lis@w**********.com			5	16
Wagner Mask Financial Group Inc	3050 Citrus Cir Ste 207, Walnut Creek, CA 94598	92525xxxx8
True Wealth Advisory Group	1600 S Main St Ste 202, Walnut Creek, CA 94596	92593xxxx6	inf@t***************.com	5	1
Berg, Gary, AGT	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	ame****************@a*.com
Securities America, Inc.	156 Kingsdale Dr, Walnut Creek, CA 94596	92594xxxx0	aar******@s**************.com
Gary C Wong, CPA	14 Glen Alpine Rd Piedmont, CA 94611	51021xxxx4	inf@c**********.com	5	4
Wells Fargo Advisors	2190 Willow Pass Rd, Concord, CA 94520	92567xxxx0
Casilio Leitch Investments	101 Ygnacio Valley Rd, Walnut Creek, CA 94596	92544xxxx3	cor********@c**.com
Irbs Corporation	1343 Locust St, Walnut Creek, CA 94596	92598xxxx2
Financially Arise Wealth Strategies & Insurance Solutions	3703 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx9	arg**@f*************.com
C T W Financial Services Inc	801 Ygnacio Valley Rd, Walnut Creek, CA 94596	92525xxxx3
Travis Financial Services	5442 Ygnacio Valley Rd, Concord, CA 94521	80087xxxx8	aad*******@t*****.org
Edward Jones - Financial Advisor: Lawrence R Kolka, CFP®\|AAMS™	1801 N California Blvd Ste 107, Walnut Creek, CA 94596	92547xxxx2	a.j*******@e********.com									96	5	1
Synergy	811 San Ramon Valley Blvd, Danville, CA 94526	92574xxxx8
Consolidated Financial Center	3075 Citrus Cir, Walnut Creek, CA 94598	92527xxxx0	and*@c*****.com
Manulife Financial Mortgage & Investments	1646 N California Blvd, Walnut Creek, CA 94596	92560xxxx4
Boyer & Conniff	2410 Camino Ramon Ste 155 San Ramon, CA 94583	92588xxxx0	ahu****@b*********.com			4	4
Cove Professional Services	2723 Crow Canyon Rd Ste 209 San Ramon, CA 94583	92557xxxx7	hde**@c***.com	5	12	4.6	10
Bruce Raine Income Tax Services	111 Deerwood Rd Ste 200 San Ramon, CA 94583	92533xxxx8	bru@i************************.com		20	5	2			586670		759000
Mt Diablo Investment	6955 Marsh Creek Rd, Clayton, CA 94517	92567xxxx0
Curb The Clutter	568 Shoreline Hwy, Mill Valley, CA 94941	41564xxxx1	hel@r********.com	5	2	4.9	8
Gateway Financial Advisors, Inc. Walnut Creek Branch	1801 N California Blvd UNIT 106, Walnut Creek, CA 94596	92535xxxx2	apr**@g***********.com							381		413
Wells Fargo Advisors	2 Theatre Sq Ste 210, Orinda, CA 94563	92525xxxx0	abe*******@w***************.com							188184		189000
Alamo Capital	201 N Civic Dr Ste 145, Walnut Creek, CA 94596	92547xxxx0	aag****@a*********.com
Gary Berg and Associates - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							34		35
Merrill Lynch Financial Advisor Eren Karadeli	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx3	ari********@m.com
Aqui Income Tax Service	3135 Clayton Rd Ste 204 Concord, CA 94519	92549xxxx5	995***********************************@w***************.com			5	2					24
Scott Horton, CFP	1600 S Main St #275, Walnut Creek, CA 94596	92593xxxx5	ela*@j***********.com
Protected Investors Of America	1111 Civic Dr, Walnut Creek, CA 94596	70720xxxx1	ag@p*****************.com
Hankins Donna & Associates	3450 Lakeshore Ave Ste A Oakland, CA 94610	51027xxxx0				4.2	5
Hannah Wealth Management	675 Hegenberger Ste 223 Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Jenkins, Jeffrey	1331 N California Blvd, Walnut Creek, CA 94596	77568xxxx1	ale********@m.com
Systematic Financial	23 Orinda Way, Orinda, CA 94563	92582xxxx8
J P King Advisors Inc	1600 S Main St, Walnut Creek, CA 94596	92593xxxx5	con*@j***********.com
Van Kesteren Capital Management	1350 Treat Blvd 3rd Fl, Walnut Creek, CA 94597	92523xxxx2	adm************@l.com		18					222	5	244
Lovell Wealth Management	1990 N. California Blvd. Suite 830, Walnut Creek, CA 94596	92593xxxx2	a@l*********************.com									24
Morello Accounting Group	1250-I Newell Ave Ste 131 Walnut Creek, CA 94596	92570xxxx8	ali*******@m*******************.com			5	1					54
Ringler Associates	1981 N Broadway Ste 440, Walnut Creek, CA 94596	92594xxxx8	aco*****@r**************.com
Hunter Tax Associates	2819 Crow Canyon Rd 201 Ste 201 San Ramon, CA 94583	92536xxxx0	aar@h****************.com			4.4	18
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com									92
Aviation And Financial Consultants	2317 Blackstone Dr Walnut Creek, CA 94598	92593xxxx3
Affiliated Consulting Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92547xxxx0	inf@c********************.com
TD Ameritrade	1231 S California Blvd Walnut Creek, CA 94596	80028xxxx0	api@t***********.com	3.3	7	2.3	18			646199	192	658000
Asset Allocation Advisors Inc	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92594xxxx0	82c***********************************@w***************.com
Peak 360 Wealth Management	931 Hartz Way Ste 220, Danville, CA 94526	92527xxxx0
Patten & Co	675 Ygnacio Valley Rd B211 Walnut Creek, CA 94596	51040xxxx0	mik@p*********.com			5	4
Merrill Lynch Financial Advisor Megan A. McNealy	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92598xxxx7	ale********@m.com
Andrew Eakin	169 Front St, Danville, CA 94526	92521xxxx4
Carlson & Associates	1981 N Broadway, Walnut Creek, CA 94596	92525xxxx0
Cereghino, David	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	ale********@m.com
Mercer Partners Wealth Management	1243 Alpine Rd Ste 219, Walnut Creek, CA 94596	92593xxxx0
Integrity Wealth Partners, LLC	1320 Mt Diablo Blvd #200, Walnut Creek, CA 94596	92530xxxx2	cha**@i****************.com							65	10	64
Ameriprise Financial	3595 Mt Diablo Blvd Ste 390, Lafayette, CA 94549	92529xxxx0	ame****************@a*.com
Meyers, Bruce	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0
Wells Fargo Advisors	699 Contra Costa Blvd, Pleasant Hill, CA 94523	92567xxxx3		1	1
Gold Stream Investments	4237 Sherwood Ct, Concord, CA 94521	92530xxxx7
Gregory Associates	304 Crestview Ave, Martinez, CA 94553	92537xxxx1
Fouts Financial Group	1547 Palos Verdes Mall, Walnut Creek, CA 94597	92597xxxx2	mar@f*****************.com
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	121			681	28
Clakley Wealth Management of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Edward Jones	1981 N Broadway, Walnut Creek, CA 94596	92593xxxx3	a.j*******@e********.com
Powell, Mike, CFP	1333 N California Blvd, Walnut Creek, CA 94596	92525xxxx5	dns***@a*.com
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com							14721		16000
Mike Powell - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92525xxxx5	dns***@a*.com
E&P Financial Solutions	8105 Edgewater Dr Ste 108 Oakland, CA 94621	51053xxxx0	vin*@e*******.com	4.8	70	4.9	100
Leibowitz Tax Service	1280 Blvd Way Ste 206 Walnut Creek, CA 94595	92596xxxx6	alb*@l*********.com			5	3
Rodvien, Jeffrey	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	joh******@c.rbcwealthmanagement
Fredrick, Michael, MBA	101 Gregory Ln, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Semloh Financial Inc	15 Altarinda Rd, Orinda, CA 94563	92525xxxx0
Barkovich & Yap	Oakland, CA 94611	51045xxxx0	bar**@b************.com
The Retirement Group	2185 N California Blvd, Walnut Creek, CA 94596	92593xxxx3											4.5	2
G B A Financial Programs & Insurance Marketing Inc	3478 Buskirk Ave Ste 300, Pleasant Hill, CA 94523	92594xxxx4
A W Private Wealth Management	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	a@a****.com
Wealthcare Consulting	1990 N California Blvd Ste 800, Walnut Creek, CA 94596	92594xxxx5
Herrmann Financial Services Inc	370 Diablo Rd Ste 201, Danville, CA 94526	92583xxxx0	dav@h**************.com							18785	21	20000
Krasna, Suzanne CFP	2890 N Main St Ste 306, Walnut Creek, CA 94597	92535xxxx0	acz*******@f*******.com
SmallBizMaven	460 Blvd Way, Oakland, CA 94610	41550xxxx5	bly*@s**********.com	5	6	5	8
Cynthia Leitman Cfp	235 Somerset Rd, Piedmont, CA 94611	51060xxxx9
Scott Stewart, CFP® - Prudential Advisors	1990 N California Blvd STE 180, Walnut Creek, CA 94596	70748xxxx3	aar*****************@p*******.com	5	3
Encompass Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx0
S Tax Pro	3201 Danville Blvd Ste 120 Alamo, CA, CA 94507	92591xxxx0		5	2
Effective Tax & Accounting Services	3478 Buskirk Ave Ste 1000 Pleasant Hill, CA 94523	92581xxxx8	bel**@e*********.com			5	13					23
The Tucker Crane Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	joh******@c.rbcwealthmanagement
Palma Financial Services	111 Deerwood Rd Ste 200 San Ramon, CA 94583	85082xxxx3	ash*@m***.com	3.9	42	3.9	33
Belinda Fernandez	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92594xxxx1
Capital Advantage Inc	3708 Mt Diablo Blvd Ste 200, Lafayette, CA 94549	92529xxxx0	adm@c*************.com							57		62
The Rothschild Group - Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx2	dns***@a*.com
The Meyers Investment Team	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Merrill Lynch Financial Advisor Joshua Erickson	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx7	bro********@m.com	5	1
MT Tax & Financial Consulting	1534 21st Ave Oakland, CA 94606	51053xxxx9				1	1
BWISE Financial Consultants	199 California Dr Ste 201 Millbrae, CA 94030	65044xxxx4
Dille & Koo	25 Orinda Way Ste 300 Orinda, CA 94563	92525xxxx5	inf@d******.com			5	1
Fidelity Investments	2001 N Main St Ste 100, Walnut Creek, CA 94596	80054xxxx5	a61**@f*****.com	3.3	13					323787		343000
Crane, Nick	1331 N California Blvd, Walnut Creek, CA 94596	91693xxxx3
American Express	6001 Bollinger Canyon Rd, San Ramon, CA 94583	92532xxxx6	aar@a************.com							912552		79
InConcert Financial Group	1981 N Broadway Ste 225 Walnut Creek, CA 94596	92582xxxx3	ari*@i********************.com
Axion Tax & Beyond	2258 Monument Blvd Pleasant Hill, CA 94523	92544xxxx0	doe@h******.business			5	7
Ryder Brose, MFP RFC	1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596					5	1
Ryan Winters-Morgan Stanley	1333 N California Blvd, Walnut Creek, CA 94596	92574xxxx1	int********@m**********.com
Richardson Elite Financial Strategies	2440 Camino Ramon Ste 285, San Ramon, CA 94583	92535xxxx8
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Rob Engeldinger - Private Client Advisor	1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596	92532xxxx9	aab**@b**********.com
Bolden International Tax Services	4115 Blackhawk Plaza Cir Ste 100 Danville, CA 94506	84492xxxx6	inf@b*******.com		6	4.5	4					43
Spence, Chris	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	joh******@c.rbcwealthmanagement
Wells Fargo Advisors	4599 Clayton Rd, Concord, CA 94521	92567xxxx5
Wells Fargo Advisors	3402 Camino Tassajara, Danville, CA 94506	92564xxxx0
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	91			774		835
JMR Capital Management Inc	2936 Domingo Ave Ste 5, Berkeley, CA 94705	51052xxxx5
Merrill Lynch Financial Advisor Jeffrey N. Jenkins	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	77568xxxx1	ari********@m.com
First Allied	1777 Botelho Dr Ste 275, Walnut Creek, CA 94596	92544xxxx9
Dunn, Michael, AGT	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx2	ale********@m.com
Elsberg & Garrett	1850 Mt Diablo Blvd Ste 370 Walnut Creek, CA 94596	92594xxxx0	bob@e******.com			5	1
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Primerica	2500 Old Crow Canyon Rd Ste 524, San Ramon, CA 94583	92541xxxx4	a.-*****************@p******.com
Homebridge Financial Services	190 Hartz Ave Ste 200, Danville, CA 94526	92574xxxx0	ali********@l*.com							4450	586
Mark Jongeward - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
The Werner Group, CPA	2010 Crow Canyon Pl Ste 100 San Ramon, CA 94583	92585xxxx9	ala@w*******.com			4.3	12
H&R Block	1850 Mt Diablo Blvd Ste 104 Walnut Creek, CA 94596	92590xxxx0	aab*@h****.com	4.8	89	2.4	23
Morgan Stanley Wealth Management	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	acm*********@m**********.com
Elite Tax Agency	1200 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596	84436xxxx3	inf@e************.com			3.3	7
Element Wealth Management	1211 Newell Ave #120, Walnut Creek, CA 94596	92543xxxx3	chr**********@e******.com
Northwestern Mutual	2121 N California Blvd, Walnut Creek, CA 94596	92529xxxx1	a.-*********@n***************.com
Plano Management Inc	1484 Emmons Canyon Dr, Alamo, CA 94507	92578xxxx6
Rittmann Capital Management	1660 School St Ste 106B, Moraga, CA 94556	92538xxxx3	ma@r************.com
Miceli Financial Partners	675 Hartz Ave, Danville, CA 94526	92582xxxx0
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com							349		376
Ian McGee - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	car**********@a*.com
Summit Wealth & Retire Prtnrs	55 Oak Ct Ste 210, Danville, CA 94526	92592xxxx0	cxx****@s**********************.com	5	3
Fairway Asset Management	931 Hartz Way, Danville, CA 94526	92555xxxx7	c18***************************@s***.wixpress
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
Foci Wealth Management - Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	foc*****@a*.com							71
Mike Powell - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 200, Walnut Creek, CA 94596	92525xxxx5	dns***@a*.com									34
Rothschild, Daniel G, AGT	100 Pringle Ave, Walnut Creek, CA 94596	92596xxxx7	dan************@a*.com
Balboa Capital Corporation	4000 Executive Pkwy, San Ramon, CA 94583	92580xxxx8	aar*@b**********.com
Gallina LLP	2999 Oak Rd Ste 700 Walnut Creek, CA 94597	92594xxxx6	aa@g******.com
Edward Vela, Financial Consultant	1655 North Main St US Bancorp Investments, Inc. Walnut Creek, CA 94596	92592xxxx6	aar**********@u***.com
Susan Slone FNC Advertise	100 Pringle Ave, Walnut Creek, CA 94596	92529xxxx4	web****@n***************.com
Diversified Investment Advisors	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	a@d********.com
Tax Services	2678 North Main Street Suite 23 Walnut Creek, CA 94597	92576xxxx1				4.8	100
Bay Area Accounting and Taxation Services	541 Pimlico Ct, Walnut Creek, CA 94597	41526xxxx1	tax********@y**.com
Sweeney Kovar	3800 Blackhawk Rd Ste 100 Danville, CA 94506	92564xxxx0	cha**@c**.com			2	4			122	7	122
Edward Jones - Financial Advisor: Lucas Barberio	2485 Salvio St, Concord, CA 94520	92579xxxx6
Ruben Tarkhanyan - Private Client Advisor	1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596	92541xxxx1	aab**@b**********.com
Diablo Hills Accounting	1630 N Main St Ste 58 Walnut Creek, CA 94596	92545xxxx0				5	1
Jamie Tjernagel - Associate Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
E.N. Associates	315 East Leland Rd Pittsburg, CA 94565	92542xxxx2	dom**@b**********.com	5	13	4.3	17
Lpl Financial	108 Margone Ct, Danville, CA 94526	92583xxxx7	aar*******@l.com
I Dean Youngman	2051 Harrison St Ste B Concord, CA 94520	92568xxxx0	cin@i**********.com	2.5	2
William Peters - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx0	acc********@m**********.com
LPL Financial-Calbay Investments	500 La Gonda Way, Danville, CA 94526	92583xxxx6	chr***********@l*********.lpl
Breckenridge Tax Financial & Insurance	425 El Pintado Rd, Danville, CA 94526	92555xxxx6	inf@b********.com
O'Donnell Financial Group	1535 N Main St # 200, Walnut Creek, CA 94596	86649xxxx0	bet@o*******.com	3	2					195	4	208
Murphy, John	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx8	ari********@m.com
Comyns Smith McCleary & Deaver	1777 Botelho Dr Ste 350 Walnut Creek, CA 94596	92529xxxx0	bxx**@c***.com
Inman Investment Management	4 Orinda Way Ste 260B, Orinda, CA 94563	92525xxxx1	aad*@t******.com
Advanced Mortgage	615 1st St, Benicia, CA 94510	70775xxxx9	ams@a**********.com
Cameto, Bret, AGT	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx3	ale********@m.com
The Integra Group - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx2	acc********@m**********.com
Ian Longtin - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com							187		188
Lim & Associates	1280 Civic Dr, Walnut Creek, CA 94596	92597xxxx0
Cioni, Dante, AGT	200 Pringle Ave, Walnut Creek, CA 94596	92597xxxx0	ame****************@a*.com
Wells Fargo Advisors	3001 Railroad Ave, Pittsburg, CA 94565	92543xxxx2
Brookstreet Securities	1895 Manzanita Dr, Oakland, CA 94611	51033xxxx3
De Luna Partners Inc	25 Orinda Way Ste 305, Orinda, CA 94563	92525xxxx0	jdl@d*************.com
Royal Alliance Associates Inc	18 Chambers Ln, Oakland, CA 94611	51063xxxx0	afr****@r**********.com
Robert J. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92594xxxx8
Holt Financial Services	100 Pringle Ave Ste 450, Walnut Creek, CA 94596	92528xxxx0
North Berkeley Investment Partners	900 Colusa Ave, Berkeley, CA 94707	51052xxxx0	car***@n********************.com							568	23	548
Gary Cruff - Financial Advisor, Ameriprise Financial Services	1320 Willow Pass Rd 6th Fl, Concord, CA 94520	40863xxxx2	dns***@a*.com	2	4
Bassman Emily	1320 Willow Pass Rd Ste 710, Concord, CA 94520	92524xxxx0
Comar, Edward, AGT	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	ame****************@a*.com
Ancell Kenneth	1760 Solano Ave Ste 305, Berkeley, CA 94707	51052xxxx0
C&J Kreins Tax Service	2280 Diamond Blvd Ste 130 Concord, CA 94520	92568xxxx1
Brokstein & Rosen CPAs LLP	3100 Oak Rd Ste 300, Walnut Creek, CA 94597	92593xxxx8	ann*@o***.com
Edward Jones - Financial Advisor: Sunny Sharma	2950 Buskirk Ave Ste 195, Walnut Creek, CA 94597	92590xxxx5
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Itineris Financial Advisors	1990 N California Blvd #302, Walnut Creek, CA 94596	92546xxxx7
GRYZ Bookkeeping	Pittsburg, CA 94565	62830xxxx9	c18***************************@s***.wixpress
Barnes Capital	3503 Mt Diablo Blvd, Lafayette, CA 94549	92528xxxx3	bxx*****@b**********.com
Edward Jones - Financial Advisor: Judith S Feuer	3201 Danville Blvd Ste 162, Alamo, CA 94507	92571xxxx7	a.j*******@e********.com
Maven Group	4 Orinda Way, Orinda, CA 94563	92525xxxx3
Co. &	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx1	dan********@n*.com	4.4	17
Morgan Stanley	21 Woodside Dr, Moraga, CA 94556	51064xxxx0	aal*****@m**********.com							113322	3096	131000
Christopher Peatross	3991 Happy Valley Rd, Lafayette, CA 94549	92538xxxx7
Sterne Agee Financial Service	2071 Antioch Ct, Piedmont, CA 94611	51033xxxx1	abb@s***.com
Barney Smith	1333 N California Blvd Ste 133, Walnut Creek, CA 94596	92593xxxx0			5
Mosher Financial Advisors	3658 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92528xxxx0	inf@m************.com			5	2
Golden Gate Advisors Inc	1990 N California Blvd Suite 20, Walnut Creek, CA 94596	92525xxxx0	dou**@g***************.com
Merrill Lynch Wealth Management	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx0	ali************@m.com	5	1
David Bobrowsky, Certified Financial Planner	1990 N California Blvd 8th floor Suite # 867, Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com
Fiduciary Financial Group	1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596	41571xxxx1	adm@f******.com			3	2
Joel S. Smith & Associates	1990 N. California Blvd Ste 879 Walnut Creek, CA 94596	92528xxxx5	amo@j***.com			4.8	15
Gary Berg and Associates - Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com
Farmers Insurance - Pouria Inanlou	555 1st St, Benicia, CA 94510	70729xxxx9	abc*****@f****.com							242	2	232
Wagner-Mask Financial Group	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	92525xxxx8
East Bay Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Pensionalysis, Inc.	522 San Anselmo Ave San Anselmo, CA 94960	41545xxxx4	chi@p***********.com			1	1
TIAA Financial Services	1676 N California Blvd Ste 119, Walnut Creek, CA 94596	88835xxxx6	acc****************@t*.org							90933	529	91000	5	1
Tata Financial Service	3021 Citrus Cir, Walnut Creek, CA 94598	92593xxxx2
Raymond James Financial	2855 Mitchell Dr Ste 115, Walnut Creek, CA 94598	92537xxxx0
Ginsberg, Michael	Walnut Creek, CA 94596	92528xxxx0
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Kayvon Magidi - Morgan Stanley Financial Advisor	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx2	int********@m**********.com
Block Advisors	3390 Mt Diablo Blvd Ste 200 Lafayette, CA 94549	92528xxxx0	aar@b**********.com			2	4			2139	533	3200
Don H Wayne EA Tax Services & Business Consulting	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	92547xxxx0	don@d*******.com			4.6	13
Ameriprise Financial	1390 Willow Pass Rd Ste 200, Concord, CA 94520	92524xxxx0	ame****************@a*.com							132834
Guedes, Ricky	1331 N California Blvd, Walnut Creek, CA 94596	92598xxxx0	ban*******************@m.com
Ameriprise Financial	3196 Lucas Cir, Lafayette, CA 94549	92528xxxx9	dns***@a*.com
Johnson, Yukio	1331 N California Blvd, Walnut Creek, CA 94596	92565xxxx8	alc*********@b**********.com
Kaha Chkheidze - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com							86	4	86
Gamarra CPA - Tax Services	70 Doray Drive Ste 15A Pleasant Hill, CA 94523	92595xxxx1	adm@t*************.com			4.7	24
Phuong La, EA	166 Geary St 1500 1271 San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	4
Wealth Enhancement Group	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92535xxxx0
Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	car**********@a*.com
Derivative Path, Inc.	2001 N Main St Ste 250, Walnut Creek, CA 94596	41599xxxx0	aby*@d***********.com
On the Trail Financial Planning	2024 Walnut Blvd, Walnut Creek, CA 94597	92567xxxx6	inf@o**********.com
Monument Advisory Group - Ameriprise Financial Services, LLC	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21584xxxx8	ani*******@a*.com
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com							80	7	78
Lenfest & Associates - Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com							119		115
Best Financial Life	9000 Crow Canyon Rd Ste # S 177 Danville, CA 94506	92538xxxx9	joe@b**********.com			5	9
Gallagher Wealth Management	4155 Blackhawk Plaza Cir, Danville, CA 94506	92583xxxx3	chr@g************.com
Memarian Michael Financial Consultant	1280 Boulevard Way Walnut Creek, CA 94595	92594xxxx8
Tri Counties Bank - Walnut Creek Commercial Banking Center	1655 N Main St Ste 260, Walnut Creek, CA 94596	41525xxxx9	aar*******@t*.com	3	2
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
Erickson, Joshua	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx7	ari********@m.com
Cyle Sherman - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx3	int********@m**********.com
Condominium Financial Management	1001 Galaxy Way Ste 200, Concord, CA 94520	92556xxxx0	cfm**@c***********.com
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							34		35
Ameriprise Financial	2940 Camino Diablo Ste 225, Walnut Creek, CA 94597	92595xxxx4
Babylon Wealth Management	1501 N Broadway Suite 204, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com	5	4					173		174
Argus CPA	3075 Citrus Cir Ste 175 Walnut Creek, CA 94598	92535xxxx8	arg******@g**.com			4.9	33
Conversant Wealth Management	500 La Gonda Way Ste 205 Danville, CA 94526	92543xxxx0	inf@c**************.com			5	8
Holloway, Kate	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx5	bro********@m.com
Norm Bahramipour - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx4	dns***@a*.com
Rajesh Bijlani	Danville, CA 94506	65021xxxx1				5	2
Financial Strategies Consulting Group	3650 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92528xxxx4
Scott Danilson - Financial Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	dns***@a*.com
Wayne Lippman - Lippman & Associates CPA’s	3100 Oak Rd Ste 350 Walnut Creek, CA 94597	92525xxxx0				5	1
Montague De Rose & Associates	2175 N California Blvd Ste 745, Walnut Creek, CA 94596	92525xxxx7	bem@m***********.com
The Tax Advantage	1070 Concord Ave Concord, CA 94520	92568xxxx7	tom**@p***.me
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com							74		90
Edward Jones - Financial Advisor: Karl J Arias	1854 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx1	a.j*******@e********.com							87384		100000
Mariner	1676 N California Blvd Ste 550, Walnut Creek, CA 94596	41592xxxx8	aar******@m******************.com
Claremont Retirement Management Services	10 Crow Canyon Ct Ste 101, San Ramon, CA 94583	92536xxxx4	nn@c**************.com	1	1
Ambrose Financial and Insurance Services, LLC	500 Ygnacio Valley Rd Ste 150, Walnut Creek, CA 94596	92590xxxx9	bri@b*****.com
Northwestern Mutual	3021 Citrus Cir, Walnut Creek, CA 94598	92593xxxx1	aar********@n*.com
Diamond Oak Wealth Partners	1840 San Miguel Dr Suite 202, Walnut Creek, CA 94596	92547xxxx4	aar**********@r*********.com
8086 Investments	1155 Arnold Dr Ste C, Martinez, CA 94553	92557xxxx3
Trilogy Financial Services	1550 Parkside Dr, Walnut Creek, CA 94596	92562xxxx0	aar********@t******.com
Dianne Crosby at Guaranteed Rate	41 Freelon St San Francisco, CA 94107	51095xxxx1	aar*******@r*.com	5	18	4.7	60
Law Offices of Joseph H Wolch	100 Pringle Ave Ste 200 Walnut Creek, CA 94596	92597xxxx8	adb@j*******.com			4.6	24
Ameriprise Financial	2300 Contra Costa Blvd Ste 330, Pleasant Hill, CA 94523	92535xxxx0	ame****************@a*.com
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Books in Harmony	2930 Domingo Ave, Ste 1555, Berkeley, CA 94705	92530xxxx2	inf@b************.com			5	12
Multiservicios Latino	3800 International Blvd, Oakland, CA 94601	51053xxxx7	s.d*@m******************.net							283		299
Leyman & Company	111 Deerwood Rd Ste 200 San Ramon, CA 94583	92585xxxx2	bob****@y**.com			5	3
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement							14716		16000
Koch Capital Management	3189 Danville Blvd, Alamo, CA 94507	92583xxxx4	jim@k**********.com									276
Berla Investment Consulting	35 Quail Ct Ste 100 Walnut Creek, CA 94596	92594xxxx6	cor@b*****.com
Wells Fargo Advisors	1900 Tice Valley Blvd, Walnut Creek, CA 94595	92594xxxx1
David Fried, CRPC - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	dav******@u.com
Dimond Tax Services	2217 Coloma St, Oakland, CA 94602	51053xxxx4											5	3
Wells Fargo Advisors	80 Moraga Way, Orinda, CA 94563	92525xxxx6
Maple Leaf Financial Group	1981 N Broadway, Walnut Creek, CA 94596	92593xxxx3
Wells Fargo Advisors	1499 N Main St, Walnut Creek, CA 94596	92567xxxx5
Thomas Doll	165 Lennon Ln Ste 200 Walnut Creek, CA 94598	92593xxxx0	all**@t*******.com			3.1	8			497	55	505
Monument Advisory Group-Ameriprise Financial Services	200 Pringle Ave, Walnut Creek, CA 94596	21584xxxx8	ani*******@a*.com
Steinhorn Consulting	1470 Maria Ln, Walnut Creek, CA 94596	92593xxxx0	apa**@d************.com							88	13	103
Saranap Wealth Advisors, LLC	1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596	92548xxxx0	joh@s***********.com
Feng Haung Investment	704 International Blvd, Oakland, CA 94606	51089xxxx6
Ameriprise Financial	1990 N California Blvd Ste 830, Walnut Creek, CA 94596	92583xxxx3	dns***@a*.com
Centaurus Financial Inc	1981 N Broadway Ste 320, Walnut Creek, CA 94596	92525xxxx0	and*@g***.com
Oak Wealth Management, LLC	2890 N Main St #306, Walnut Creek, CA 94597	92535xxxx0
Gold Financial Services	2855 Mitchell Dr Ste 103, Walnut Creek, CA 94598	92538xxxx6	inf@g***********.com
Robert B Johnson Investment Management	191 Amigo Ln, Walnut Creek, CA 94596	92594xxxx0
Ground Rush Financial	1981 N Broadway, Walnut Creek, CA 94596	92520xxxx2	bbu****@g**.com
Steven Doden - Goosehead Insurance Agent	1070 Concord Ave Ste 285 Concord, CA 94520	92569xxxx4	leg@g******.com			5	7
Arbor Wealth Management	2700 Ygnacio Valley Rd, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
Rothstein Kass & Co	500 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92594xxxx0	aac*@r*.com
Cetera Advisor Networks	9074 Broadway Ter, Oakland, CA 94611	51045xxxx4
Arbor Wealth Management	2700 Ygnacio Valley Rd STE 275, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com	5	1
Forney Accountancy	1973 Faye Ct Pleasant Hill, CA 94523	92532xxxx2	bry******@g**.com	4	4	4.3	7
Santa Maria And Company	1550 Parkside Dr Walnut Creek, CA 94596	92595xxxx0
Sagemark Consulting	2185 N California Blvd, Walnut Creek, CA 94596	92581xxxx0	bd4***********************************@w***************.com
Wealth Management Consultants	100 Pringle Ave Ste 450, Walnut Creek, CA 94596	92529xxxx7
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com							398	10	390
Phisco Senior Service	484 Lake Park Ave # 320, Oakland, CA 94610	51050xxxx8	joh*****@p*****************.com										1	2
Ameriprise Financial	5356 Clayton Rd Ste 211, Concord, CA 94521	92568xxxx3	ame****************@a*.com							132834
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Rittmann Capital Management	2 Theatre Sq Ste 217, Orinda, CA 94563	92525xxxx5	ma@r************.com
Senna Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx7		5	1
Gaskin Wealth Management	318 Diablo Rd Ste 230, Danville, CA 94526	92583xxxx5	inf@i***************.com
Michael L Markey	1655 N Main St Ste 270, Walnut Creek, CA 94596	92593xxxx4
Ry Consulting	32 Willow Ave, Walnut Creek, CA 94595	92544xxxx8
Hawley, Dan	1600 S Main St, Walnut Creek, CA 94596	92590xxxx0	inf@h************.com
Sensiba	5960 Inglewood Dr Ste 201 Pleasanton, CA 94588	92527xxxx0	aar@s***.com			1.7	7			461	51	474
Srebrow Investment Resources	1330 Arnold Dr, Martinez, CA 94553	92522xxxx7
Michael M Rothschild - Financial Advisor, Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx2	dns***@a*.com
Merrill Lynch Financial Advisor Shawn D Sladek	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	92594xxxx4	ari********@m.com
Orinda Asset Management	4 Orinda Way, Orinda, CA 94563	92525xxxx0	cki*******@o********.com
The Lee Accountancy Group	369 13th St Ste 200 Oakland, CA 94612	51083xxxx0	inf@t***************.com			3.9	62
Michael Kidd - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92593xxxx1	int********@m**********.com
Bheem Tax Services	San Ramon, CA 94582	92523xxxx0	inf@b******.com			4.3	29			31		33
Chkheidze, Kaha, CFP	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Financial Advisors \| U.S. Bancorp Investments	1655 N Main St, Walnut Creek, CA 94596	92527xxxx5	aar**********@u***.com
Morasky, Lydia	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx7	ari********@m.com
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1
Property Tax Consulting Group	1371 Oakland Blvd Ste 200 Walnut Creek, CA 94596	92593xxxx4
Bay Area Accounting	541 Pimlico Ct Walnut Creek, CA 94597	41526xxxx1	tax********@y**.com			5	3
Grant Private Wealth Management Inc.	1601 N Main St Ste 204 Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com			5	3					33
Dombrowski & Associates CPAs LLP	1630 N Main St Suite 415, Walnut Creek, CA 94596	92593xxxx6	cat****@d***********.com
Capital Advantage, Inc.	1855 Olympic Blvd STE 300, Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2					56		65
Strategic Advisory Service	3 Altarinda Rd Ste 205, Orinda, CA 94563	92525xxxx7
Charles F Schreiber, Jr, CPA	Walnut Creek, CA 94598					3.4	5
Aprio LLP	201 N Civic Dr Ste 220 Walnut Creek, CA 94596	92521xxxx0	a-b***@a**.com
Accounting Practices Api	1700 N Broadway Walnut Creek, CA 94596	92594xxxx0				2	4
Merrill Lynch Financial Advisor Omar Chyou	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx1	abc******@m.com
Wells Fargo Advisors	11020 Bollinger Canyon Rd, San Ramon, CA 94582	92573xxxx0
Karen Harootenian - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx1	int********@m**********.com
Hawk Hill Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com		2
Ameriprise Financial	2682 Bishop Dr Ste 212, San Ramon, CA 94583	92595xxxx9	ame****************@a*.com
Primerica	1110 Burnett Ave, Concord, CA 94520	92584xxxx2	a.-*****************@p******.com							148869	3634	160000
Agrusa, James, AGT	200 Pringle Ave, Walnut Creek, CA 94596	92597xxxx0	ame****************@a*.com							132834
Regan Financial Group	145 Town And Country Dr Ste 101, Danville, CA 94526	92582xxxx0	rob@r******************.com
Choreo	89 Davis Rd, Orinda, CA 94563	31270xxxx0	hel@c***********.com
H&R Block	2435 San Ramon Valley Blvd San Ramon, CA 94583	92583xxxx6	aab*@h****.com			3	15
Jerry Ostrander - Edward Jones	370 Highland Ave Piedmont, CA 94611	51054xxxx9	a.j*******@e********.com			5	6			87657		100000
David Reppas, CFP, Senior Vice President-Wealth Management, Senior Portfolio Manager-UBS Financial Services Inc	1255 Treat Blvd, Walnut Creek, CA 94597	92574xxxx1	acc*************@u.com
Creative Consulting	1650 Detroit Ave Ste 202 Concord, CA 94520	92543xxxx1
Trilogy Asset Management	550 Hartz Ave Ste 200, Danville, CA 94526	92585xxxx8
Lenfest, Geno	1255 Treat Blvd, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Nicole Simoni - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Tax Home	1941 Oak Park Blvd Ste 40 Pleasant Hill, CA 94523	92595xxxx8				4.9	32
Campos Tax Services	756 Bockman Rd, San Lorenzo, CA 94580	51027xxxx6	cam************@g**.com	2.7	27	4	86			194	36	196
Habib Amir	22 Sugarloaf Ter, Alamo, CA 94507	92594xxxx1
Merrill Lynch Financial Advisor Colleen E Cusick	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx9	ban*******************@m.com
Michelle J Matlin, CPA	2950 Buskirk Ave Ste 280 Walnut Creek, CA 94597	92593xxxx9	inf@m******.com			3	2
The One & Associates,LLC	2121 N California Blvd Ste 290, Walnut Creek, CA 94596	92597xxxx3
Invera Wealth Advisors of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	72069xxxx9	aar**********@r*********.com
Forest Investment Group	185 Front St, Danville, CA 94526	92520xxxx5
Cedercreutz Company	346 Rheem Blvd Ste 205D Moraga, CA 94556	92523xxxx0	joh@c****.com			5	2
Nicole Simoni - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Alexander Esco - Financial Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	ale*********@a*.com									253
U.S. Bancorp Investments - Financial Advisors: Walnut Creek	2890 N Main St, Walnut Creek, CA 94597	92547xxxx1	aar**********@u***.com
Hua, Aili L, CFP	1331 N California Blvd, Walnut Creek, CA 94596	92598xxxx2	ari********@m.com
David Minor - Financial Advisor, Ameriprise Financial Services, LLC	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	dav********@a*.com
Tiffany Groode	Oakland, CA 94612	51096xxxx6	tif**@t**********.com			5	25					123
Merrill Lynch Financial Advisor Jim Schmidt	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx1	bro********@m.com
Desmond Wealth Management, Inc.	1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com
Mauricio A Ramos	Walnut Creek, CA 94597					5	15
JW Harrison Financial - Lodestar	1655 N Main St Ste 390 Walnut Creek, CA 94596	92583xxxx4	bry@j*******.com			5	9
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com
Siero & Associates	1350 Arnold Dr, Martinez, CA 94553	92522xxxx7
Edward Jones - Financial Advisor: Puja Markus, CFP®\|ChFC®\|AAMS™	3021 Citrus Cir Ste 275, Walnut Creek, CA 94598	92593xxxx9	a.j*******@e********.com	5	3					87384		100000
Ryan Duffy, CFP - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx2	abc*****@u.com
FSC Securities	1330 Arnold Dr Ste 249, Martinez, CA 94553	92537xxxx0
American Investments	15 Vista Del Orinda, Orinda, CA 94563	92540xxxx4
EP Wealth Advisors	1333 N California Blvd Suite 100, Walnut Creek, CA 94596	92525xxxx2	ab@e*******.com
Financial Network Investment Corp	9074 Broadway Ter, Oakland, CA 94611	51045xxxx4	bea@c********.com
Kenny, Christopher	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx3	ale********@m.com
Raymond J James & Associates	2999 Oak Rd, Walnut Creek, CA 94597	92594xxxx0
Solved Tax and Accounting	179 1st St, Woodland, CA 95695	53041xxxx1				5	7
Smart Line	3350 Clayton Rd Ste 208 Concord, CA 94519	92556xxxx6
VG Financial Consulting	3153 Somerset Pl, Lafayette, CA 94549	92595xxxx6	joh@v*******************.com
Fintax Corp	675 Ygnacio Valley Rd, Walnut Creek, CA 94596	92528xxxx0	dim@f********.com
Delphi Wealth Advisors	370 Diablo Rd Ste 207, Danville, CA 94526	92583xxxx7
Security First Financial	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92570xxxx1
Capital Tax & Business Services	150 N Wiget Ln Ste 206, Walnut Creek, CA 94598	92597xxxx0	a.l@c*******************.com
Wells Fargo Advisors	775 Oak Grove Rd, Concord, CA 94518	92567xxxx2
Michael Gomez - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Guneet Bains-Ajmani-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92546xxxx0	abc*****@b**********.com
Huerta, Valentin, AGT	1331 N California Blvd, Walnut Creek, CA 94596	92598xxxx0	ale********@m.com
Wilson & Boucher Capital Management	13 El Camino Moraga, Orinda, CA 94563	92524xxxx0	ben@w************.com
Rick Ferber - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92593xxxx8	int********@m**********.com
Beatty, Kimberly	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx5
Merrill Lynch Financial Advisor Nihn Huang	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92598xxxx0	dom***************@b**********.com
Blue Trust \| Walnut Creek Financial Advisors	1220 Oakland Blvd #200, Walnut Creek, CA 94596	92538xxxx2
RBC Wealth Management	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Diamond Credit Care	2120 Contra Costa Blvd Ste 1139 Pleasant Hill, CA 94523	80084xxxx9				5	3
Esco Hanan & Associates	1255 Treat Blvd, Walnut Creek, CA 94597	92595xxxx2	cas***********@a*.com							278		284
Yoder Wealth Management	2033 N Main St Ste 1060, Walnut Creek, CA 94596	92569xxxx0	ana@y*****.com
Edward Jones - Financial Advisor: Marcos Palma Garcia	3021 Citrus Cir Ste 275, Walnut Creek, CA 94598	92593xxxx9	a.j*******@e********.com							87384		100000
Bioscience Advisors	1350 Treat Blvd, Walnut Creek, CA 94597	92595xxxx7	19b***********************************@w***************.com
Manjas	2570 San Ramon Valley Blvd Ste 101A San Ramon, CA 94583	51068xxxx7	inf@m****.com	5	48	5	1
Wells Fargo Advisors	2033 N Main St #800, Walnut Creek, CA 94596	92574xxxx1	a.b@w*****************.com
Wells Fargo Advisors	116 Sunset Dr, San Ramon, CA 94583	92590xxxx1
Wells Fargo Advisors	2380 Monument Blvd, Pleasant Hill, CA 94523	92560xxxx0
Wells Fargo Advisors	3450 Fruitvale Ave, Oakland, CA 94602	51048xxxx1
Nurtured Wealth	4037 Happy Valley Rd, Lafayette, CA 94549	92528xxxx9
Khoshnevissan & Doğan Wealth Strategies	1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596	41583xxxx4	ram***************@r***.com
Napper Wealth Planning of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92595xxxx2	aar**********@r*********.com
New Vintage Financial Services, LLC	1340 Treat Boulevard Suite 110, Walnut Creek, CA 94597	92558xxxx0
SK Investment Advisors Inc	3800 Blackhawk Rd Ste 100, Danville, CA 94506	92564xxxx0	cha**@c**.com							121	7	121
Pension Dynamics	2300 Contra Costa Blvd Ste 400, Pleasant Hill, CA 94523	92595xxxx5	ben***@p************.com	2.3	6
B & C Partners	1655 North Main St Ste 350 Walnut Creek, CA 94596	92570xxxx1				3.2	9
Waddell & Reed Concord	1390 Willow Pass Rd., Suite 470, Concord, CA 94520	92568xxxx0	6d3***********************************@w***************.com
Pacific Standard Valuation	31 La Cuesta Rd, Orinda, CA 94563	92531xxxx1
Money Management International	1070 Concord Ave Ste 105, Concord, CA 94520	92568xxxx7
Buckingham Strategic Wealth	1600 S Main St #220, Walnut Creek, CA 94596	92549xxxx5	adm@b**************.com							560	6	655
shElevates coaching	San Francisco, CA 94114	65030xxxx3	c18***************************@s***.wixpress			5	1
East Bay Accountants	55 Oak Ct Danville, CA 94526	92551xxxx5
C.L. Tax & Accounting Service	909 Corporate Way Fremont, CA 94539	51051xxxx8	cin************@g**.com	4.6	40	4.4	37			4		7
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com							14716		16000
Ameriprise Financial Services Inc	2233 Olympic Blvd, Walnut Creek, CA 94595	92595xxxx0	bec************@a*.com
Jeff Gale-Morgan Stanley	1333 N California Blvd, Walnut Creek, CA 94596	92574xxxx4	int********@m**********.com
Royal Alliance Associates	700 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92593xxxx3	afr****@r**********.com
Kusha Nikoui Business Consulting	Concord, CA 94521	92538xxxx7				5	1
Valla Associates	1990 N California Blvd, Walnut Creek, CA 94596	92570xxxx3	ale**********@v*****.com
Theodore Simos - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Chris Spence - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5
Truth Advisory & Consulting	11501 Dublin Blvd, Dublin, CA 94568	84442xxxx4	c18***************************@s***.wixpress			5	5
Mt Diablo Tax Pros	5356 Clayton Rd Ste 211A Concord, CA 94521	92552xxxx8	jro***@g**.com			4.4	47	5	6	93		102
Michael West & Associates	5356 Clayton Rd Ste 216 Concord, CA 94521	92567xxxx7				4.7	14
API-Accounting Practices Inc	1390 Willow Pass Rd Ste 360 Concord, CA 94520	92582xxxx2	daw*******@a**********.com			3.2	12
Securian Financial Group	1866 Clayton Rd, Concord, CA 94520	92579xxxx4	aar******@s*****.com							64921		65000
Ken R. Anderson, CPA	3180 Crow Canyon Pl 130 Ste 130 San Ramon, CA 94583	92531xxxx0	dat******@r*****.com			4.7	13
Monica Padilla Froning	251 Waterman Cir Danville, CA 94526	92583xxxx5
Residential & Commercial Modifications	2121 N California Blvd Ste 290, Walnut Creek, CA 94596	92547xxxx9
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			3.7	3
CLBI Investments	100 Pringle Ave, Walnut Creek, CA 94596	92594xxxx1
Forrester’s Accounting and Bookkeeping Services	5356 Clayton Rd Ste 215 Concord, CA 94521	92585xxxx2	jac*@f*****************.com			5	11
Aspire Planning Associates	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	92593xxxx3	bet@a************.com			5	8					52
Wells Fargo Advisors	3157 Danville Blvd, Alamo, CA 94507	92583xxxx1
Balfour Peck & Associates	1662 Garnet Ln, Concord, CA 94519	92568xxxx2
Wells Fargo Advisors	1800 Solano Ave, Berkeley, CA 94707	51055xxxx0
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx4
Simos, Theodore	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx6
Matthew Forrey - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Noroian Capital Management	3685 Mt Diablo Blvd Ste 353, Lafayette, CA 94549	92529xxxx0
S F Financial Group	6111 Bollinger Canyon Rd, San Ramon, CA 94583	92583xxxx2
Superior Financial Services	165 Lennon Ln Ste 101, Walnut Creek, CA 94598	92548xxxx0
Protected Investors Of America	1766 Bonanza St, Walnut Creek, CA 94596	92593xxxx6	afa**@p***************.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Medical Forefronts	500 Ygnacio Valley Rd, Walnut Creek, CA 94596	92595xxxx0	aco**@m**************.com
Sanorris Investment	903 San Ramon Valley Blvd, Danville, CA 94526	92583xxxx5
Essential Admin & Consulting	675 Hegenberger Rd Ste 280 Oakland, CA 94621	51048xxxx2	inf@e**************.com	5	2	5	7
Merrill Lynch Financial Advisor Douglas A Fish	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	92594xxxx8	bro********@m.com
Artisan Strategic Advisors	1104 Corporate Way, Sacramento, CA 95831	53061xxxx0	con**@a*********.com	5	6	5	1					144
Wells Fargo Advisors	2220 Mountain Blvd, Oakland, CA 94611	51053xxxx5
First Republic Bank	1656 N California Blvd Walnut Creek, CA 94596	92595xxxx8	aa@f************.com	3.7	3	3	3
Ace Tax	2603 Camino Ramon Ste 200 San Ramon, CA 94583	92599xxxx5				5	3
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Becker Financial Group	1990 N California Blvd Ste 1050, Walnut Creek, CA 94596	92594xxxx0	dam*******@l.com									73
Esco, Hanan, and Associates - Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com							278		284
Ryan Kotarba - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx6	rya*******@u.com
Robert Abbott Tax Services	841 Arnold Dr Ste D Martinez, CA 94553	92537xxxx2	rea******@g**.com	5	11	4.8	75
ROMAR Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9				5	13
Morgan Stanley	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	aal*****@m**********.com							112831	3036
Daniel Sanom - Financial Advisor, Ameriprise Financial Services, LLC	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92535xxxx0	dan*********@a*.com
Pring Turner Investment Management - Financial Advisors	1600 S Main St Suite #375, Walnut Creek, CA 94596	92528xxxx7	inf@p*********.com
Bay Area Development Co	1801 Oakland Blvd Ste 100, Walnut Creek, CA 94596	92592xxxx0	hea**@b*****.com	5	3
Allworth Financial	1676 N California Blvd UNIT 410, Walnut Creek, CA 94596	92547xxxx4	all**********@a**************.com
Morgan Stanley Financial Advisors	1333 N California Blvd Suite 133, Walnut Creek, CA 94596	92593xxxx0	int********@m**********.com	1	1
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	21
David White & Associates	3150 Crow Canyon Pl Ste 200, San Ramon, CA 94583	92527xxxx0	ajo*@d*********.com	3.8	5
Worsham Gary A Clu Charter Financial Consultant	745 St Marys Rd Lafayette, CA 94549	92528xxxx5
MassMutual Northern California	3003 Oak Rd # 250, Walnut Creek, CA 94597	92597xxxx0	aah***@m*******.com	5	1
Lau, Jennifer, AGT	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	ame****************@a*.com							132834
Putney Klein Associates	1243 Alpine Rd Ste 219, Walnut Creek, CA 94596	92593xxxx2	92e***********************************@w***************.com
Piper Jaffray And Company	2185 N California Blvd, Walnut Creek, CA 94596	92529xxxx0								931	101	1000
Mary Wright	2233 Olympic Blvd, Walnut Creek, CA 94595	92595xxxx0
Anand Investments	140 South Ct, Alamo, CA 94507	92583xxxx0
Carathimas & Associates	2303 Camino Ramon Ste 220, San Ramon, CA 94583	92580xxxx7	geo*@c*******.com
Krasna Suzanne CFP	1600 S Main St, Walnut Creek, CA 94596	92527xxxx9
Blum, Lisa	1331 N California Blvd, Walnut Creek, CA 94596	41528xxxx5	ari********@m.com
ProspectMatch	1647 Willow Pass Rd # 164, concord, CA 94520	86695xxxx5
Terry, Allen, AGT	700 Ygnacio Valley Rd, Walnut Creek, CA 94596	92593xxxx4	aak*@n********.com									35
Enhance Wealth Advisors	700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596	92593xxxx9	inf@e*******.com	5	1							35
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com	5	1
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
Cardenas, Carlos E	325 Village Sq, Orinda, CA 94563	92525xxxx0
HUB International	3000 Executive Pkwy Ste 300, San Ramon, CA 94583	92586xxxx0	abc*@h*************.com							15905	853	16000
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Wells Fargo Advisors	151 40th St, Oakland, CA 94611	51059xxxx0
John Hancock Financial Services	3000 Oak Rd Ste 300, Walnut Creek, CA 94597	92594xxxx0	dns****@m*****.com
G3 Consultants	1970 Concord Ave Concord, CA 94520	92526xxxx1	g3t****@c***********.com			4.4	49
Robert C. Gewecke - Private Client Advisor	1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596	92554xxxx4	aab**@b**********.com
Scott Gailey - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Williams, Adley & Company	7677 Oakport St Ste 1000 Oakland, CA 94621	51089xxxx4	cmd****@w**********.com			3.8	9
Kubis Consulting	4653 Davenport Ave Oakland, CA 94619	51032xxxx2	jsm*@k************.com			5	11
Chyou, Omar	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx1	ale********@m.com
HUB International	2121 N California Blvd, Walnut Creek, CA 94596	41525xxxx0	aar******@h*************.com
East Bay Accounting	3860 Blackhawk Rd Ste 190 Danville, CA 94506	92563xxxx7	hel@c**************.com			5	5
The Carmichael Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com							12188		14000
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com							41	9	71
Saso Richard A CPA Inc.-A Professional Corporation	3130 Crow Canyon Pl Ste 200, San Ramon, CA 94583	92527xxxx1
Sally Ng	1350 Treat Blvd Ste 390, Walnut Creek, CA 94597	92593xxxx1
Bolden Tax Consulting	Oakland, CA 94610	92547xxxx0	tbo**@b******.com			5	1			586672		759000
Charles Schwab	3150 Crow Canyon Rd, San Ramon, CA 94583	92582xxxx6	aar******@s***.com	3	8					266083	152	279000
Riky Hanan - Financial Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	dns***@a*.com		20					277		283
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	41524xxxx2	ake@b*******.com			4.7	15
Jeffrey Hill, CFP, AWMA - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx0	jef*********@u.com
Attain Wealth Protection	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546	20927xxxx0	inf@a********************.com			5	4
Kragen Wealth Management Group of Raymond James	1255 Treat Blvd # 300, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Wells Fargo Advisors	1399 Moraga Way, Moraga, CA 94556	92537xxxx2
Lim & Assoc	12 Macpherson Pl, Danville, CA 94526	92526xxxx3
Homewood Capital	1079 River Rock Ln, Danville, CA 94526	92583xxxx5
Morgan Stanley Wealth Management	2 Theatre Sq, Orinda, CA 94563	92525xxxx7	a.c****@p******.com							113008	3046	130000
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	46
Sunny Kim Tax & Accounting Service	1924 Grant St Ste 11 Concord, CA 94520	92539xxxx6
Melissa Dardis - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92594xxxx6
Capital Management Advisor Group, LLC	1283 Boulevard Way, Walnut Creek, CA 94595
Laurus Financial Group-Orinda	1 Bates Blvd Ste 200, Orinda, CA 94563	92525xxxx0
Mann Financial Corp.	PO Box 248, Danville, CA 94526	92573xxxx2
Goldman Sachs Personal Financial Management	1350 Treat Blvd, Walnut Creek, CA 94597	41541xxxx0	dns****@c******.com
Ameriprise Financial	1320 Willow Pass Rd Ste 710, Concord, CA 94520	92569xxxx0	ame****************@a*.com
Michelle Tax Services	3650 Mount Diablo Blvd Ste 215 Lafayette, CA 94549	40871xxxx7				5	1
Merrill Lynch Financial Advisor Richard C Strand	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx1	ari********@m.com
Beatty A Thomas	4035 Brown Ave, Oakland, CA 94619	51053xxxx6
Pacific Ranch Investments	5075 Commercial Cir, Concord, CA 94520	92568xxxx5
Patricia Tanner & Assoc	1350 Treat Blvd Ste 250, Walnut Creek, CA 94597	92593xxxx6	aul**@f***************.com
Heritage Wealth Advisors - Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	ale******@a*.com
Maddy Spiering-Morgan Stanley	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx7	int********@m**********.com
Advantage Wealth	3189 Danville Blvd Ste 280, Alamo, CA 94507	92583xxxx0	dwi*@a************.com
Pillar Wealth Management	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	83367xxxx6	chr@p*****.com
Merrill Lynch Financial Advisor Andrew Jison	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92598xxxx7	ari********@m.com
Silva Financial Planning Svc	1350 Treat Blvd, Walnut Creek, CA 94597	92530xxxx8	ron****@l.com
RINA accountancy corporation	201 N Civic Dr Ste 220 Walnut Creek, CA 94596	92521xxxx0	abr*@r*.com			1	2
Fisher Investment	243 Weber Ln, Danville, CA 94526	92574xxxx3
Steward Partners	2121 N California Blvd Ste 290, Walnut Creek, CA 94596	92537xxxx0	aar*********@s************.com
Cetera Advisor Networks	2000 Crow Canyon Pl, San Ramon, CA 94583	92583xxxx0	ash****@p*******.com
David Shackelford - Branch Manager, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92598xxxx8	dav**************@a*.com							77		77
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
McNamara Tim	201 N Civic Dr, Walnut Creek, CA 94596	92593xxxx9
Fleming Financial Advisor	1801 N California Blvd # 101, Walnut Creek, CA 94596	92528xxxx8
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	31
JS Tax & Accounting Services	3093 Citrus Cir Ste 155 Walnut Creek, CA 94598	92540xxxx8	inf@j*************.com			5	2
Alamo Bookkeeping & Tax Service	3200 A Danville Blvd Ste 201 Alamo, CA 94507	92574xxxx8	deb*@a******.com			1.4	10
Primerica	2001 Clayton Rd Ste 200, Concord, CA 94520	92586xxxx4	a.-*****************@p******.com							147517	4054
Forrey, Matthew	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
America Tax Bucks	Walnut Creek, CA 94598	92543xxxx6	ame*********@g**.com			5	2
Profit In View	Walnut Creek, CA 94597	92532xxxx0	con**@s*******.com			5	1
Advisors Group	1760 Solano Ave, Berkeley, CA 94707	51052xxxx8
Rheinheimer & Associates	646 Boulevard Way Oakland, CA 94610	51089xxxx1	inf@r***********.com	5	2	4.6	11
Learner Financial Corp	1500 N California Blvd Ste 200, Walnut Creek, CA 94596	92593xxxx1	abe***@s************.com
Mount Diablo Financial Associates	3050 Citrus Cir, Walnut Creek, CA 94598	92526xxxx5	abc*****@t*****.com
Sally Tax	550 Park St Ste 102 Alameda, CA 94501	51033xxxx9				4.2	42
Edward Jones - Financial Advisor: Umberto Leone	2485 Salvio St, Concord, CA 94520	92579xxxx6	a.j*******@e********.com									46
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Fisher Investments	6 Grover Ct, Walnut Creek, CA 94596	92547xxxx1
Ameriprise Financial	2233 Olympic Blvd, Walnut Creek, CA 94595	92595xxxx0	ame****************@a*.com							132826		134000
Niederstadt, Jeremy, CFP	1331 N California Blvd, Walnut Creek, CA 94596	86670xxxx1	ari********@m.com
UBS Financial Svc	2185 N California Blvd Ste 400, Walnut Creek, CA 94596	92593xxxx0	aar*****@u.com
Ginsberg Financial Strategies	2950 Buskirk Ave #150, Walnut Creek, CA 94597	92525xxxx3	inf@g********.com	4.6	20							62
Capital Tax	2121 N California Blvd Ste 290 Walnut Creek, CA 94596	92597xxxx4	c18***************************@s***.wixpress	5	7	4.1	7					5
Polaris Risk Management	1800 Sutter St, Concord, CA 94520	92567xxxx0	jbe***@p********.com
Simplera Benefits and Insurance Solutions	1840 San Miguel Dr Ste 101 Walnut Creek, CA 94596	86667xxxx1	cat****@s*************.com			5	11
Heenan, Daniel, AGT	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	ame****************@a*.com
North State Risk Management	4021 Port Chicago Hwy, Concord, CA 94520	92567xxxx8	c18***************************@s***.wixpress
Gemmer Asset Management	1655 N Main St Ste 280, Walnut Creek, CA 94596	92593xxxx0	anm@g******.com
Enfield Accounting Associates, Inc	1043 Stuart St Ste 100 Lafayette, CA 94549	92593xxxx0				4.4	7
Associates In Excellence	2125 Oak Grove Rd Ste 310 Walnut Creek, CA 94598	92592xxxx0				1.6	5
Crane Cfp Kelly CLU CPA MBA	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Anicetti, Kristina	1655 N Main St, Walnut Creek, CA 94596	92592xxxx6	all*******@a***.usbank							345279	5492	348000
UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92593xxxx0	abc*****@u.com	3	2
Bedell Frazier Investment Counselling	200 Pringle Ave Ste 555, Walnut Creek, CA 94596	92593xxxx4	bar**@b*********.com							366		393
Michael S Ball - Financial Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
FH Educators	Concord, CA 94518	92532xxxx7	pro@w****************.com
Hanson & Associates	Walnut Creek, CA 94596	92573xxxx2				4.8	5
Dixon Financial Svc	875 Las Trampas Rd, Lafayette, CA 94549	92528xxxx4	amy@d****.com
KCM Solutions	2000 Crow Canyon Pl, San Ramon, CA 94583	92588xxxx0
Heritage Fund Realty & Investments	21573 Foothill Blvd Ste 211 Hayward, CA 94541	51073xxxx1	g84**********@p**.dreamhost			4.5	8			1929	10	1900
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Juan Reyes, CPA - Books To Scale	2110 K St Ste 115 Sacramento, CA 95816	20996xxxx3	jua@b**********.com	5	3	5	8
Cheng, Jasmine, MLO	2890 N Main St, Walnut Creek, CA 94597	41527xxxx7	all*******@a***.usbank							345279	5492	348000
Cameron Kossen - Financial Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	cam***********@a*.com									85
Helping Hands Professional Services	Concord, CA 94518	51059xxxx8
Ibarra Global Wealth Management	1769 Holland Cir, Walnut Creek, CA 94597	92593xxxx1
FSaw Financial	Oakland, CA 94610	51050xxxx3	a_s@f******.com			5	5	5	9	536	32	541
Trilogy Asset Management	801 San Ramon Valley Blvd, Danville, CA 94526	92585xxxx8
Semloh Financial Inc	60 Melody Ln, Orinda, CA 94563	92525xxxx0
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51030xxxx6	aub*@p********.com	5	6	5	40			580	9	577
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	41586xxxx8	ale****@f****.com	4.8	53	4.8	151			1171		1100
Cannon Beach Consultants	12647 Alcosta Blvd Ste 428, San Ramon, CA 94583	92532xxxx3	gre**@c**********.com
Wells Fargo Advisors	3348 Lakeshore Ave, Oakland, CA 94610	51083xxxx2
Financial Strategies Group	2033 N Main St, Walnut Creek, CA 94596	92525xxxx8
Elite Capital	Piedmont, CA 94610	41548xxxx6	inf@e**********.co			5	3
Wells Fargo Advisors	2959 College Ave, Berkeley, CA 94705	51064xxxx0
The FMC Group	1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596	92595xxxx0	abc**@r***.com
Wells Fargo Advisors	3630 Mt Diablo Blvd, Lafayette, CA 94549	92528xxxx1
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Vista Financial Partners - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx9	abc*****@u.com
Marin Wealth Advisors LLC	Walnut Creek, CA 94596	92537xxxx9	inf@m*****************.com
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com									2
Michael Steele, CPA	3170 Crow Canyon Place Ste 180 San Ramon, CA 94583	51098xxxx5	and*@m**********.com			5	6
Goodrich, Evan	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx9	ari********@m.com
Wealth Enhancement Group	1850 Mt Diablo Blvd #100, Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Kurt King - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx5	aud***********@a*.com									148
Deloitte & Touche	2033 N Main St, Walnut Creek, CA 94596	92595xxxx0	aab****@d*****.com
Independent Capital Management	1800 Sutter St Ste 365, Concord, CA 94520	92560xxxx9	a.a@i***********.com									13000
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Monica A Sullivan - Associate Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Cetera Investors	1600 S Main St #315, Walnut Creek, CA 94596	92547xxxx3	a.h*****@c***.com	5	1					1959	109	2200
Ameriprise Financial	1200 Mt Diablo Blvd Ste 104, Walnut Creek, CA 94596	92595xxxx9	dav********@a*.com
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
The Andreason Group - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92593xxxx9	acc********@m**********.com	5	1
Magnus DuBorg - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com	5	2
Heidy Dacanay - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Moranville Associates	2855 Mitchell Dr, Walnut Creek, CA 94598	92537xxxx0	aar**********@r*********.com
Farmers Insurance - Pouria Inanlou	555 1st St Ste 305 Benicia, CA 94510	92547xxxx5	abc*@f****.com			5	3			242	2	232
Walnut Creek, CA Branch Office - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92593xxxx0	acc*************@u.com
Mercer Advisors Wealth Management	100 Pringle Ave STE 310, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2
Dabk	1007 Villa Nueva Dr, El Cerrito, CA 94530	51055xxxx8		5	4
Castle Rock Wealth Management, LLC	1777 Botelho Dr #105, Walnut Creek, CA 94596	92547xxxx0	bob@c***********.com	5	1
H&R Block	1280 Blvd Way Ste 103 Walnut Creek, CA 94595	92593xxxx3	aab*@h****.com			1.6	11			554904	23744	552000
Edward Jones - Financial Advisor: Andrew C Parrott	1854 Tice Valley Blvd Walnut Creek, CA 94595	92593xxxx1	a.j*******@e********.com
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92546xxxx5
Bay Area Tax Services	1848 Willow Pass Rd Ste 205 Concord, CA 94520	92527xxxx0	bay*************@g**.com			4.5	168			290	365
Kallen Elliot	2333 San Ramon Valley Blvd Ste 200, San Ramon, CA 94583	92531xxxx0
Cornerstone Financial Group	1981 N Broadway Ste 435, Walnut Creek, CA 94596	92528xxxx6
Jackson & Pan - Ameriprise Financial Services	2033 N Main St Ste 363, Walnut Creek, CA 94596	92548xxxx6	dns***@a*.com
Rob Engeldinger-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92532xxxx9	aab**@b**********.com
Riky Hanan-Ameriprise Fncl Svc	1255 Treat Blvd Ste 220, Walnut Creek, CA 94597	92527xxxx0	ant*****@a*.com
Crow Canyon Investment	557 Rolling Hills Ln, Danville, CA 94526	92585xxxx5
Liberty Tax	6101 Bollinger Canyon Rd Ste 308 San Ramon, CA 94583	92527xxxx0	a.d****@l*******.com	5	9	4.3	25			106046	12627	106000
Financial Modeling Specialists	692 Via Appia, Walnut Creek, CA 94598	92593xxxx9
Gaskin Wealth Management	925 Country Club Dr, Moraga, CA 94556	92537xxxx5	fir@m*************.com
David Ellman - Private Client Advisor	1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596	92527xxxx6	aab**@b**********.com
Sullivan, Monica	1333 N California Blvd, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
H&R Block	2151 Salvio St Ste D Salvio Pacheco Square Concord, CA 94520	92568xxxx1	aab*@h****.com	4.7	210	2.9	29
H&R Block	1600 Contra Costa Blvd Pleasant Hill, CA 94523	92582xxxx5	aab*@h****.com	4.6	122	2.1	19			554555	23087	551000
Winslow, Phillip S, CPA	1910 Olympic Blvd Ste 325 Walnut Creek, CA 94596	92593xxxx5		3	2	1	1
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
Donvan J Wilson Retiremnet Services	590 Lennon Ln, Walnut Creek, CA 94598	92528xxxx6
Burton Enright Welch	1850 Mt Diablo Blvd Ste 335, Walnut Creek, CA 94596	92593xxxx0	ado*****@b******.com
Accord Family Mediation	23 Altarinda Rd Ste 212 Orinda, CA 94563	51093xxxx3	ult************@h****.com			5	1
GSF Advisors	100 Pringle Ave, Walnut Creek, CA 94596	92593xxxx2	asp*@g********.com
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com							425		425
Scarbrough Financial Group, LLC.	1535 N Main St Suite 220, Walnut Creek, CA 94596	86653xxxx0	col@s****************.com
Ivan G Kerr Cfp	2700 Ygnacio Valley Rd Ste 235, Walnut Creek, CA 94598	92594xxxx3
Thomas Butler - Private Client Advisor	1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596	41563xxxx5
U.S. Bank - Private Wealth Advisor: Sahar Khoury	200 Pringle Ave Suite 200, Walnut Creek, CA 94596	51072xxxx9	aar**********@u***.com
Standen, Linda M., CFP	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx8	ari********@m.com
Alarcon Business Services	2255 Morello Ave Ste 109 Pleasant Hill, CA 94523	51054xxxx1				5	1
La Salle Financial Services	6201 Antioch St, Oakland, CA 94611	51033xxxx0	bth**@l*************.com
ZRC Wealth Management	200 Pringle Ave, Walnut Creek, CA 94596	92596xxxx0
Penserra	23 Orinda Way Ste 305, Orinda, CA 94563	92525xxxx0	amb*****************@p*****.com
The Foundation Investment Group	3466 Mt Diablo Blvd Ste C201, Lafayette, CA 94549	92529xxxx0	dxx****@f******.us
Dana Levy - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx5	int********@m**********.com
Advisor Partners LLC	2185 N California Blvd STE 290, Walnut Creek, CA 94596	88826xxxx7	ama****@a************.com	1	1
Tax Financial Service	3000 Citrus Cir, Walnut Creek, CA 94598	92593xxxx7	ray@w*****.net
Michelle You Chinese Translation & Interpretation - Temp. CLOSED	1919 Ygnacio Valley Rd Walnut Creek, CA 94598	92528xxxx8	mic***@c*****************.com
Seavers, Bryan, AGT	2890 N Main St, Walnut Creek, CA 94597	92594xxxx1	all*******@a***.usbank							345279	5492	348000
Vincent Financial Services	15 Tam O Shanter Rd, Alamo, CA 94507	92583xxxx6
True Wealth Advisory Group	1661 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx6	mic**@t**************.com
Owens Financial Group Inc	2221 Olympic Blvd, Walnut Creek, CA 94595	92593xxxx0	bdr**@o***********.com	3	2
Rubicon Investments Corp	2255 Ygnacio Valley Rd, Walnut Creek, CA 94598	92593xxxx0
Vitucci Integrated Planning	303 Arlington Ave Suite B3, Berkeley, CA 94707	51052xxxx0	can**@v************.com							103		109
Mercer Advisors Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2
Jeffrey Rodvien - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5	wms********@r.com							14716		16000
Sierra Investment Partners, Inc.	101 Ygnacio Valley Rd Ste 300, Walnut Creek, CA 94596	92594xxxx0	btr***@s******.com
Calbay Investments	500 La Gonda Way Ste 280, Danville, CA 94526	92574xxxx0	bon*@c**************.com									520
Strand Boyce Associates, CPAs, Inc	3480 Buskirk Ave Ste 215 Pleasant Hill, CA 94523	92593xxxx1	hel@s****.com			5	3
Coit Financial Group	1655 N Main St Ste 270, Walnut Creek, CA 94596	92594xxxx0
Primerica	1350 Hayes St Ste A-24, Benicia, CA 94510	51079xxxx8
Perseus Wealth	1040 Adrienne Dr, Alamo, CA 94507	92593xxxx0
Thomas J Alderson - Associate Financial Advisor, Ameriprise Financial Services, LLC	1600 S Main St Ste 290, Walnut Creek, CA 94596	92535xxxx0	dns***@a*.com
Warner, Martin	1331 N California Blvd, Walnut Creek, CA 94596	92598xxxx0	ale********@m.com
J.P. King Advisors, Inc.	1600 S Main St #275, Walnut Creek, CA 94596	92593xxxx5	ela*@j***********.com
Acclaro Wealth Management	1840 San Miguel Dr, Walnut Creek, CA 94596	92595xxxx4	tim@a************.com
Del Monte Group	75 Golden Meadow Ln, Alamo, CA 94507	92573xxxx0	ang*@a****************.com	5	3
Pillar Wealth Management, LLC.	1255 Treat Blvd # 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Mauricio Midence Tax Preparation & Financial Services	2552 Appian Way Pinole, CA 94564	51066xxxx9	mid**************@g**.com	4.9	205	4.6	55
Hoang Le Tax Insurance Financial Service	404 International Blvd, Oakland, CA 94606	51044xxxx4	htl*@y**.com	2.6	5
American Pacific	1501 N Broadway Ste 330, Walnut Creek, CA 94596	92593xxxx0	c18***************************@s***.wixpress
Sky Valley	1090 Adams St Ste L, Benicia, CA 94510	70774xxxx0	mit***@s*******.com
The Intelligent Law Firm	111 Deerwood Rd Ste 200 San Ramon, CA 94583	92581xxxx2				4.8	18
Couch & Associates Inc	1330 Arnold Dr Ste 149 Martinez, CA 94553	92522xxxx5	con**@c*******.com			5	1
Mark Krauth - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92598xxxx9	aud***********@a*.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
The Tax Pros	4171 Piedmont Ave Ste 210 Oakland, CA 94611	51083xxxx1		4.2	5	4.7	93
John Paul Greiten - Financial Advisor, Ameriprise Financial Services, LLC	1600 S Main St Ste 290, Walnut Creek, CA 94596	92535xxxx0	dns***@a*.com
Feinberg Irwin Financial Consultant	101 Ygnacio Valley Rd Ste 330 Walnut Creek, CA 94596	92593xxxx1
Susan Danzig	533 Moraga Rd Ste 220, Moraga, CA 94556	92595xxxx3	mir**@s********.com	5	8
Private Wealth Management \| U.S. Bank	200 Pringle Ave Suite 200, Walnut Creek, CA 94596	91649xxxx1	aar**********@u***.com
Merrill Lynch Financial Advisor DJ Chan	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx1	ari********@m.com
Echo45 Advisors	1801 N California Blvd Ste 101 Walnut Creek, CA 94596	92559xxxx9	inf@e************.com			5	3			277	4	285
Matthew Corrado - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx3	mat**********@u.com
KPR & Associates	2300 Contra Costa Blvd Ste 315 Pleasant Hill, CA 94523	92594xxxx0	inf@o****.com			4.9	14
Mass Advantage Inc	1485 Treat Blvd Ste 102, Walnut Creek, CA 94597	92595xxxx7	pro*************@m**********.com
MassMutual Northern California	1255 Treat Blvd Ste 400, Walnut Creek, CA 94597	92594xxxx0	aaz***@f***********.com
Wells Fargo Advisors	987 Moraga Rd, Lafayette, CA 94549	92529xxxx5	agi**@a.nv							188919		190000
Persin, David	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx7
Patricia Ramirez - Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Hawley Advisors	1600 S Main St #190, Walnut Creek, CA 94596	92590xxxx0	inf@h************.com
Pendleton Tax	3075 Citrus Cir Ste 100 Walnut Creek, CA 94598	92582xxxx5	amk****@g**.com			5	8
Nathan, Leonard, AGT	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx1	ann***********@m.com
Perseus Wealth	1600 S Main St Ste 285, Walnut Creek, CA 94596	92593xxxx0	inf@p***********.com
Bedell Frazier Investment Counselling, LLC	200 Pringle Ave # 555, Walnut Creek, CA 94596	92593xxxx4	ays**@b**********.com	3.7	3
Pay Solutions Plus	12 Ambrose Ave Bay Point, CA 94565	92570xxxx2	acc***@y*******.me			5	6