Business List: Financial Consultant in San Jose, CA, United States

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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	Bing	Bing Reviews
Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com									162
Lifestyle Design Group	1735 N 1st St Ste 304, San Jose, CA 95112	40843xxxx0
San Jose, CA Branch Office - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx0	abc*****@u.com
Gulati Financial & Insurance Services	2350 Mission College Blvd, Santa Clara, CA 95054	40898xxxx0	ani@g*************.com	3	2
World Bank Financial Co	307 Phelan Ave, San Jose, CA 95112	40828xxxx8
Blue Oak Financial	410 E Santa Clara St Ste 501, San Jose, CA 95113	41523xxxx6
Young & Lucero Wealth Consulting Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
Cambridge Financial Partners	2350 Mission College Blvd, Santa Clara, CA 95054	40885xxxx0	and********@c********.com
Foothill Securities Inc	16615 Lark Ave, Los Gatos, CA 95032	40835xxxx0
Akkish	San Jose, CA 95138	41583xxxx4	a18***************************@s***.wixpress
Champion Financial Service Inc	20380 Town Center Ln Ste 172, Cupertino, CA 95014	40825xxxx2
Accounteam	3031 Tisch Way 110 Plz W San Jose, CA 95128	66922xxxx7	ang*@a*******.us	4.8	25	4.5	51
Susantio, Eric, AGT	355 Santana Row, San Jose, CA 95128	40828xxxx6	abc*****@u.com
Principal Financial Group	2590 N 1st St Ste 350, San Jose, CA 95131	40827xxxx0	a.m@p******.com								257	70000
Gonzalez, Dan	1919 S Bascom Ave, Campbell, CA 95008	91683xxxx1	all*******@a***.usbank							345501	5380	348000
United Planners Financial Services	3150 Almaden Expy, San Jose, CA 95118	40826xxxx6
SF Fiduciary Services	3614 Vista Del Valle, San Jose, CA 95132	66977xxxx0
Bay Area Credit	2959 South Winchester Blvd Ste 201 Campbell, CA 95008	88874xxxx2	cus*******@b**********.net			3.2	9
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5551	180	5800
Olmstead, Dan	2880 Lakeside Dr, Santa Clara, CA 95054	40898xxxx0
Free Debt Settlement Consultation	Serving theSan Jose Area	40829xxxx3
Sooter Consulting	5201 Great America Pkwy Ste 320 Santa Clara, CA 95054	40841xxxx1	a.m****@s*************.com		19	5	7	5	10	453		467
Robert Lee & Associates LLP	999 W Taylor St Ste A San Jose, CA 95126	40885xxxx0	aha***@r***.com			3.5	8
Instant Tax Solutions	55 S Almaden Blvd San Jose, CA 95113	87736xxxx1	ali@i****************.com			5	1			2178	198	2300
Barnao, Anthony	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Tan, Sarah	50 W San Fernando St, San Jose, CA 95113	65079xxxx7	acc***************@w*******.com
VieTax Services	5450 Thornwood Dr, San Jose, CA 95123	40830xxxx9		5	25	4.8	19
Securities America Inc	5448 Thornwood Dr, San Jose, CA 95123	40836xxxx6
Notes4Cash	5586 Wedgewood Ct, San Jose, CA 95123	40846xxxx8
Yan Song CPA	Santa Clara, CA 95051	66980xxxx0	sup**@s*******.com			5	10			52235
Wong, King	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx0	ale********@m.com
Ben Absalom - Land Home Financial	1901 S Bascom Ave Ste 220 Campbell, CA 95008	40862xxxx0				5	11
Deloitte	225 W Santa Clara St Ste 600, San Jose, CA 95113	40870xxxx0	ada*****@w*.deloitte	2.4	37					564755		15
Farallon Capital Management	2570 N 1st St, San Jose, CA 95131	40843xxxx7	arg**@f***************.com
Knight Capital Group	4699 Old Ironsides Dr Ste 300, Santa Clara, CA 95054	40885xxxx0
George M Mattos	1600 Alum Rock Ave, San Jose, CA 95116	40871xxxx7				4.5	11
Opes Advisors Inc	991 W Hedding St, San Jose, CA 95126	40891xxxx0	aan***@o*********.com
Korea Investment Partners	333 W El Camino Real, Sunnyvale, CA 94087	40854xxxx6
Merrill Lynch Financial Advisor Chris Milner	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Phillip Moehrke-Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
www.TM1Consultant.com	2046 Jamison Pl, Santa Clara, CA 95051	65051xxxx7
Butera James CPA	1655 Willow St, San Jose, CA 95125	40826xxxx5				3.7	3
Royal Alliance Associates	55 N 3rd St Ste 200, Campbell, CA 95008	40837xxxx0	aba***@r**********.com							2996	28	3600
Raymond James Financial Services	99 Almaden Blvd Ste 730, San Jose, CA 95113	40894xxxx1	con**@h*******.com
Vikram Kohli - Financial Advisor, Ameriprise Financial Services	3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
Allied Financial Network	368 E Campbell Ave, Campbell, CA 95008	40837xxxx0	joh@a********************.com
Laura Jarrell - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx1	acc********@m**********.com
Ambar Financial Grp	901 Campisi Way, Campbell, CA 95008	40837xxxx0
DVK Investments	927 E Arques Ave, Sunnyvale, CA 94085	40873xxxx6
One Stop Financial Services	20045 Stevens Creek Blvd Ste 2G Cupertino, CA 95014	40887xxxx1				3.9	7
Wells Fargo Advisors	2170 Tully Rd, San Jose, CA 95122	40899xxxx4
Eva's Income Tax	2114 Senter Rd Ste 27, San Jose, CA 95112	40899xxxx8	j-d@j*********************.business										5	1
Wells Fargo Advisors	295 S Mathilda Ave, Sunnyvale, CA 94086	40877xxxx7
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	49
Financial Advantage	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Michael Garber Financial Planning	111 N Market St, San Jose, CA 95113	40845xxxx8	853***********************************@w***************.com
Fields, Sylvia, MLO	1395 Foxworthy Ave, San Jose, CA 95118	40862xxxx9	all*******@a***.usbank
Aspire Planning Associates	19925 Stevens Creek Blvd, Cupertino, CA 95014	40833xxxx4	bet@a************.com
Jose Palma CPA Inc	111 Race St, San Jose, CA 95126	40899xxxx0		5	5
Sheila Cfp Daley Ea	1885 Winchester Blvd Ste 202, Campbell, CA 95008	40837xxxx3
Alca Financial Services Inc.	4249 Macedo Pl, Santa Clara, CA 95054	40821xxxx3
Credit Repair 88	1172 Murphy Ave, San Jose, CA 95131	40888xxxx7	eli@c***********.com			5	2
Sycamore Ventures	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx1
acTax	311 N Capitol Ave, San Jose, CA 95133	40821xxxx0	adm@a**.com			3.9	7
Pham, Quoc	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com		9
Infinite Financial & Realty	998 E El Camino Real, Sunnyvale, CA 94087	40883xxxx0
Jlr Investment Fund	1900 Mccarthy Blvd Ste 105, Milpitas, CA 95035	40892xxxx9
CAN and Kotov Financial	1901 S Bascom Ave, Campbell, CA 95008	40887xxxx7	aar************@a*.com							132663		134000
Thrivent Financial For Lutherans	2021 The Alameda, San Jose, CA 95126	40898xxxx7	a.v@t*******.com
Silicon Valley Financial Group	950 S Bascom Ave #2112, San Jose, CA 95128	40828xxxx0	bec@s*.com	5	2
Kelly C Lee - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Wells Fargo Advisors	1720 Story Rd, San Jose, CA 95122	40825xxxx0
Financial Engines Advisor Center	2350 Mission College Blvd Ste 450, Santa Clara, CA 95054	40897xxxx5
Hock Company	530 Lytton Ave Fl 2 Palo Alto, CA 94301	65061xxxx5	ala**@h********.com	3	6	4.1	35
Compt Financial Consulting	177 Park Ave San Jose, CA 95113	80036xxxx9	inf@c***.co
Jeff Koeberle & Lynmichelle Lenney-Koeberle Integrity Living Trusts & Beacon Advisors	512 Bryan Ave, Sunnyvale, CA 94086	92569xxxx4	c18***************************@s***.wixpress							581529		46
Investment Diversification Counselors	2211 Moorpark Ave, San Jose, CA 95128	40828xxxx0
Wade Financial Advisory Inc	2105 S Bascom Ave Ste 110, Campbell, CA 95008	40836xxxx9	ann**@w***.com							9	4	13
A Plus Tax Service	87 Dempsey Rd Milpitas, CA 95035	40876xxxx1	acc*****@n*******.com	4.1	9	3.7	25
Radtke, Bonnie, AGT	10381 S De Anza Blvd, Cupertino, CA 95014	40896xxxx5	ale**********@u***.com
Pi Wealth Plan	Serving theSan Jose Area	41532xxxx8	cvb**********@p**.dreamhost
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	wms********@r.com							14763		16000
The Mendoza Group	1999 S Bascom Ave Ste 700, Campbell, CA 95008	66949xxxx1	abu*@r***.com
Gallagher Insurance, Risk Management & Consulting	160 W Santa Clara St 300 San Jose, CA 95113	40897xxxx0	amy******@a.com							3921
Cammack Family Tax Service	3315 Almaden Expy Ste 35, San Jose, CA 95118	40844xxxx0
Trevor Shephard - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx4	acm*********@m**********.com
The Skyline Wealth Management Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx2		3	2
The Foreman-MacQuarrie Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx5	acm*********@m**********.com
SnapFi	1155 Meridian Ave Ste 100 San Jose, CA 95125	80081xxxx6	bgr*@s***.com	4.2	33	4.9	87			2693	98	2700
King Travel	1767 Alum Rock Ave, San Jose, CA 95116	40872xxxx4
Lucero, Stephen, AGT	355 Santana Row, San Jose, CA 95128	40828xxxx8	acc*************@u.com
Adriatic Holding Inc.	3380 Edward Ave, Santa Clara, CA 95054	40898xxxx0
Colet & Associates	2099 Gold St, Alviso, CA 95002	40895xxxx4	con**************@t*********.com	4.2	44					82491	2051	86000
Dimitar Kotov - Financial Advisor, Ameriprise Financial Services	1901 S Bascom Ave Ste 1530, Campbell, CA 95008	40887xxxx7	dim**********@a*.com
WisdomSource Wealth Advisory Group - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							168		167
Marchana, Steve, AGT	100 N Milpitas Blvd, Milpitas, CA 95035	40827xxxx3	all*******@a***.usbank							345281	5445	348000
Smith, Gregory	355 Santana Row, San Jose, CA 95128	40891xxxx3	abc*@u.com
DTM Properties	San Jose, CA 95116	40827xxxx8
Pantheon Wealth Planning	1798 Technology Dr Suite 200, San Jose, CA 95110	40840xxxx2	fan@p*******.com									89
Milner, Chris	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
Hamilton Ridge Asset Mgmt	111 N Market St, San Jose, CA 95113	40833xxxx6	bco*@h**********.com
Addison Avenue Investment Services	19960 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx7	aar**********@r*********.com	3	2					17507		18000
Merrill Lynch Financial Advisor Paul J Lukas	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx5	ale********@m.com	3	2
Mark Gronert - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	51042xxxx0	adm@d*********.com
Financial Rescue LLC	99 S Almaden Blvd #600, San Jose, CA 95113	87797xxxx7	ang***@f***************.com	4.7	464					33048		33000
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Kane Investment Management, Inc	15466 Los Gatos Blvd Ste 213, Los Gatos, CA 95032	40835xxxx3	amy*****@k***********.com
Stern, Robert W, AGT	2105 S Bascom Ave, Campbell, CA 95008	40866xxxx3	ame****************@a*.com							132834
Concert Global Group LTD	1871 The Alameda Ste 350, San Jose, CA 95126	40899xxxx5	dom**@a*********.com							3001	28	3600
Wells Fargo Advisors	1705 N 1st St, San Jose, CA 95112	40827xxxx3
CompuTax Services	256 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	con**@c*************.com			4.8	19				335	504
R&D Investments - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx0	abc*****@u.com
Angulo, Austin	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Nancy Ubaldi - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Craig, Michael	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Merrill Lynch Financial Advisor Michael D McKay	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx5	ale********@m.com
Elevate Financial Solutions	1275 S Winchester Blvd, San Jose, CA 95128	40889xxxx3	con**@e******.com
Odonnell Financial Group	901 Campisi Way, Campbell, CA 95008	40854xxxx5	bet@o*******.com							198	4	211
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Mfas	6120 Hellyer Ave, San Jose, CA 95138	40862xxxx1
RFS Investment Inc	6146 Camino Verde Dr, San Jose, CA 95119	40822xxxx3
Merrill Lynch Financial Advisor King Wong	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx0	ale********@m.com
Le, Thuyhuong	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx0	dns***@a*.com							168		167
Artesian Wealth Solutions	5446 Thornwood Dr Ste 101, San Jose, CA 95123	40862xxxx4	ann******@l.com
Ryan J. Seay - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx7	3d@a******.morganstanley
Piccinini, Jennifer, MLO	1395 Foxworthy Ave, San Jose, CA 95118	65039xxxx6
Cyrus Ghazvini Omni-Fund Inc	3080 Olcott St Ste B120, Santa Clara, CA 95054	80083xxxx0	cyr*********@t********.com	5	18							32
Accountable Financial Service	2025 Gateway Pl Ste 365, San Jose, CA 95110	40849xxxx0	adm@d*******.com
Connie Can - Financial Advisor, Ameriprise Financial Services	1901 S Bascom Ave Ste 1530, Campbell, CA 95008	40887xxxx3	con*******@a*.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Bayview Realty & Financial	550 Lakeside Dr, Sunnyvale, CA 94085	40824xxxx8
Gateway Financial Advisors	2570 N 1st St Ste 200, San Jose, CA 95131	40872xxxx0	adm***@g***********.com
SVB Financial Group	3005 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.1	20
Fireside Financial Planning	1975 Hamilton Ave, San Jose, CA 95125	40837xxxx1	cb.*******@g**.com
Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx3	dal***********@a*.com
Abbott Stringham & Lynch	1901 South Bascom Ave Ste 105 Campbell, CA 95008	40837xxxx0	aal**@a***.com			3.7	3			93	100	111
Law Offices of Trang Do	1879 Lundy Ave Ste 212 San Jose, CA 95131	40877xxxx6	inf@i***************.com	5	11	5	32
Bdo	300 Park Ave Ste 900, San Jose, CA 95110	40827xxxx0	aab*****@b.com
408 Group - Morgan Stanley Private Wealth Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Keystone Tax and Accounting	100 S Murphy Ave Ste 200 Sunnyvale, CA 94086	40841xxxx3	ell@k**********.com	4.8	32	4.6	18					94
J M Associates	1648 Alum Rock Ave, San Jose, CA 95116	40892xxxx6	chr*****************@j**********.com	4.6	9
Richard Simpson - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Davin Lundgren - Associate Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dav***********@a*.com							9		9
Wells Fargo Advisors	1663 Branham Ln, San Jose, CA 95118	40844xxxx1
AVI Holdings	2366 S King Rd, San Jose, CA 95122	40829xxxx4
Silicon Valley Wealth Advisors, LLC	3190 S Bascom Ave #210, San Jose, CA 95124	40868xxxx8	chr@s********.com	3.4	5					5389	47	5500
Aaron Jang - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acc********@m**********.com	5	1
Merrill Lynch Financial Advisor Julie Marie Saso	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx6	ale********@m.com
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	ala@c*********.com			5	33
New England Financial	2105 S Bascom Ave Ste 195, Campbell, CA 95008	40855xxxx0
Brady, Douglas	750 University Ave, Los Gatos, CA 95032	40882xxxx1	abc*@u.com
Charles Schwab	19349 Stevens Creek Blvd, Cupertino, CA 95014	40844xxxx0	app*****************@s***.com
Lawrence Accountancy	1602 The Alameda Ste 100 San Jose, CA 95126	40828xxxx0	adm@a*****.com		5
City Financial Network	3111 Mclaughlin Ave, San Jose, CA 95121	40862xxxx1
SJ Accounting Consulting, CPA, CFPÂ®	1525 McCarthy Blvd, Milpitas, CA 95035	40843xxxx6	c18***************************@s***.wixpress	5	6
MJ Tax And Accounting Services	2570 North First St Ste 200 San Jose, CA 95131	40871xxxx8	c18***************************@s***.wixpress			5	11			589320
Aguilar Financial Service	2465 Story Rd, San Jose, CA 95122	40892xxxx8
Ravix Group Inc	226 Airport Pkwy, San Jose, CA 95110	40821xxxx6	abo*@r*******.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Hassamal Financials	208 Sunnyside Ave Apt 2, Campbell, CA 95008	40896xxxx5
Wells Fargo Advisors	2061 Camden Ave, San Jose, CA 95124	40855xxxx0			10
Fachner Accounting Group Inc.	20 Union Ave, Campbell, CA 95008	40886xxxx1
Pruneyard Financial Group Inc	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx4
Pacific Advisors	910 E Hamilton Ave Ste 350, Campbell, CA 95008	40839xxxx0	cam***********@g*********.com
Kelly & Associates	360 Kiely Blvd, San Jose, CA 95129	40824xxxx0	mic**@k*****************.com
MCC Financial Services	1042 W Heading St, San Jose, CA 95126	40826xxxx4				3.5	24
Wardenburg, Frederick H	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com
James Park - Branch Manager, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com							169		166
Rupnow, Suong	740 Story Rd Ste 6, San Jose, CA 95122	40853xxxx0	a**00@a*****.com
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	28				10	193
Ameriprise Financial Services Inc	1722 Silverwood Dr, San Jose, CA 95124	40896xxxx0	ant*****@a*.com									134000
Kessler Financial Services	45 E Julian St, San Jose, CA 95112	40824xxxx6
Yu, Mei	1021 Blossom Hill Rd, San Jose, CA 95123	40871xxxx5	aar*******@w*******.com
United Security Bank	1875 S Bascom Ave Ste 119, Campbell, CA 95008	40834xxxx0	abh**@u***************.com	3.7	3
Tax Help & Accounting Solutions	1426 E Hamilton Ave Ste A Campbell, CA 95008	40855xxxx0	and*@t******.com			4.5	15
Cali Financial Management Co	10497 S De Anza Blvd, Cupertino, CA 95014	40897xxxx0	joh@s**********.com
Butzman, William, AGT	3945 Freedom Cir, Santa Clara, CA 95054	40833xxxx0	ame****************@a*.com									134000
SF Money Coach	Palo Alto, CA 94301	41557xxxx8	car*@s*********.com			5	22
Greenhills Financial Investment	142 N Milpitas Blvd, Milpitas, CA 95035	40881xxxx0											1	1
Mader, Lauren	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
David Recht Associates	2890 Zanker Rd, San Jose, CA 95134	40870xxxx2	bwe*@r************.com
Vn Investments Inc.	1700 Space Park Dr, Santa Clara, CA 95054	40828xxxx8
Tak Market	698 N 3rd St, San Jose, CA 95112	40829xxxx6		4.6	80
Good Steps to Your Finances	256 Palm Valley Blvd Apt 211, San Jose, CA 95123	20967xxxx1
Allworth Financial	1550 The Alameda Ste 125, San Jose, CA 95126	40824xxxx0	ben***********@a**************.com							5393	47	5500
Stonecrest Financial	4300 Stevens Creek Blvd Ste 275, San Jose, CA 95129	40855xxxx0	bri********************************@t*****************.com	3.9	19								5	1
Alastor Capital Management	4040 Moorpark Ave, San Jose, CA 95117	40855xxxx0
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com					5	5	111	2	112
Firestone Financial Group	4010 Moorpark Ave Ste 218, San Jose, CA 95117	40824xxxx0		3.7	3
Turning Leaf Financial Group Inc	226 Airport Pkwy Ste 310, San Jose, CA 95110	40845xxxx4
R & E Tax Services	2235 Story Rd Ste 104 San Jose, CA 95122	40843xxxx5	inf@r***********.org			5	1
USA Asset Management	935 N 9th St, San Jose, CA 95112	40829xxxx0
One Stop Financial Services	Cupertino, CA 95014	40887xxxx1
Marquezhsieh Group Financial Advisor	900 E Hamilton Ave, Campbell, CA 95008	40896xxxx0
The Alameda Financial Group	1541 The Alameda, San Jose, CA 95126	40821xxxx0	all@a*******************.com
Beck, Troy	2021 The Alameda, San Jose, CA 95126	92042xxxx6	adm@d*********.com									116
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Conforti Financial	1475 S Bascom Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com
American Society Of Clu	1585 The Alameda, San Jose, CA 95126	40829xxxx9
Sami Najafi Shaeghi - Wealth Financial Advisor	50 W San Fernando St Suite 275, San Jose, CA 95113	40849xxxx8	aab**@b**********.com					3.2	1063	98496	1593	99000
Merrill Lynch Financial Advisor Aaron Grant	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx7	agr***@m.com
DTCC For Western Asset Management	1350 Duane Ave, Santa Clara, CA 95054	40884xxxx8
Gryphon Financial Group	1587 Princeton Dr, San Jose, CA 95118	40826xxxx0	gsu******@g******.com
Quantum Financial Services	1777 Hamilton Ave Ste 1040, San Jose, CA 95125	40878xxxx2
Exertus Financial Partners	2092 Concourse Dr, San Jose, CA 95131	40844xxxx2	abc@d*****.com
Edward Jones - Financial Advisor: Tevin Mercer	1625 The Alameda Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com							88101		101000	1	1
Cherene Wong - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	che*******@a*.com
Davis Financial Management	1042 W Hedding St, San Jose, CA 95126	40834xxxx0	ali@d****.com
Calstar Re Investment & Management Co	5885 Santa Teresa Blvd, San Jose, CA 95123	40880xxxx3
Sackett Brooks C CFP CIMA Chief Capital Management Inc.	1581 Camino Monde, San Jose, CA 95125	40897xxxx3	bro*@c*********.com
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	con**@s************.com
Fremont Investment & Loan	14428 Union Ave, San Jose, CA 95124	40855xxxx4
Buckingham Strategic Wealth	16615 Lark Ave, Los Gatos, CA 95032	80070xxxx5	adm@b**************.com							562	7	659
RB Wealth Management Inc	464 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx0
Kevin Fitzgerald Financial	268 E Hamilton Ave Ste E, Campbell, CA 95008	40887xxxx2	dom**@a*********.com										1	1
City Financial	4880 Stevens Creek Blvd Ste 105, San Jose, CA 95129	40824xxxx0
Real Capitol Analytics	2998 S Bascom Ave, San Jose, CA 95124	40837xxxx0
Moran~Namm Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx5	abc*@u.com
McIntosh, Ian	3130 De La Cruz Blvd, Santa Clara, CA 95054	40821xxxx5	dns***@a*.com
West Valley Peninsula Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							12824
Judy's Misc	3325 Coldwater Dr, San Jose, CA 95148	40823xxxx0
Alpha B	464 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx0	ang**@a********.com							401	195	393
Consigliare Management Company	1960 The Alameda, San Jose, CA 95126	40826xxxx0	c18***************************@s***.wixpress
Avery Financial Corp.	2670 S White Rd, San Jose, CA 95148	40823xxxx8
Axis Bookkeeping Services	1005 Northgate Dr Ste 130 San Rafael, CA 94903	70731xxxx4	adm@o*******.net			5	3					81
Barney, Melissa	225 W Santa Clara St, San Jose, CA 95113	40894xxxx2	acm*********@m**********.com
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Tone Tran - Private Client Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40830xxxx9	3d@b************.com					3.2	1063	98496	1593	99000
BetterWealth	1475 Saratoga Ave #200, San Jose, CA 95129	40865xxxx0	and*@b*********.us	5	1
Shasta Accountacny	1161 Ringwood Ct, San Jose, CA 95131	40843xxxx6
Kevin Lang - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx5	dns***@a*.com
Mayer Moll & Associates	4010 Moorpark Ave Ste 102, San Jose, CA 95117	40824xxxx0	jma*@m**********.com
Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	amb**************@a*.com							63	4	62
HUB International	333 W El Camino Real, Sunnyvale, CA 94087	65096xxxx0	abc*@h*************.com							15976	887	16000
Jay Larrick - BancWest Investment Services Financial Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40864xxxx8
Rutherford Investment	1845 S Bascom Ave, Campbell, CA 95008	40837xxxx0
Lpl Financial	105 Drakes Ct, Los Gatos, CA 95032	40828xxxx6	aar******@l.com							20101	233	21000
Laura Rose	1101 S Winchester Blvd Ste A105, San Jose, CA 95128	40824xxxx0	lau@l*********.com
Shaw Financial & Insurance Services	4320 Stevens Creek Blvd, San Jose, CA 95129	40873xxxx2
Greater Access Financial	1766 W San Carlos St, San Jose, CA 95128	40828xxxx1	inf@g********************.com	1.8	5
Bay Financial	4020 Moorpark Ave, San Jose, CA 95117	40829xxxx7	inf@b******.com
VOYA Financial Advisors	2323 S Bascom Ave Suite 150-a, Campbell, CA 95008	40824xxxx2	mka*****@c*********.com
Money Management International	1999 S Bascom Ave Ste 700, Campbell, CA 95008	71339xxxx2
Lincoln Court	2105 S Bascom Ave, Campbell, CA 95008	40887xxxx0	aab******@l***********.com							255	5	282
Aidi Ventures	2880 Zanker Rd Ste 203 San Jose, CA 95134	40842xxxx0	14e***********************************@w***************.com
SAS Financial Advisors	2900 Gordon Ave Ste 102, Santa Clara, CA 95051	65036xxxx0	aba**@a.net							172		183
Rav Barring	2221 Oakland Rd, San Jose, CA 95131	92592xxxx0
Frandsen Dennis L	2441 Shibley Ave, San Jose, CA 95125	40826xxxx0
Jy Wealthcare	160 W Santa Clara St, San Jose, CA 95113	40828xxxx1
Galindo, Jim	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Orlando Investments	330 S 1st St, San Jose, CA 95113	40829xxxx4
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							88		90
Cbsj Financial Corporation	1735 N 1st St, San Jose, CA 95112	40879xxxx0	aar******@l.com							20006	208		1	1
Christina Hua CPA	San Jose, CA 95128		c18***************************@s***.wixpress
Tax Consultation of America Inc	88 Tully Rd Ste 106, San Jose, CA 95111	40897xxxx8	joh@t***.com	5	5
Merrill Lynch Financial Advisor Salvatore L Saso	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx2	ale********@m.com
Charles Schwab	12 Ranch Dr, Milpitas, CA 95035	40846xxxx0	ian*********@s***.com	4.1	7
Money Market	876 The Alameda Ste B, San Jose, CA 95126	40894xxxx9	921***********************************@w***************.com	3.2	14
Ayesha Muzaffar	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx9	rbc*******@r.com
Maple Leaf Investments	1155 Redmond Ave, San Jose, CA 95120	40826xxxx3	c.e***@m*********.com
Aelita Leto Feng Shui	Los Gatos, CA 95030	40876xxxx6	7c0***********************************@w***************.com	4.9	59	5	30
Quang T Phan-Raymond James	150 Almaden Blvd, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com							17530		18000
Associated Tax Service	3033 Moorpark Ave Ste 9 San Jose, CA 95128	40826xxxx5	ats******@g**.com			4.3	28
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
ING Financial Partners	1275 S Winchester Blvd Ste B, San Jose, CA 95128	40824xxxx2	mka*****@c*********.com
Merrill Lynch Financial Advisor Maureen M Fong	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Integrated Fincl & Insurance Service	1740 Technology Dr, San Jose, CA 95110	40848xxxx0	aar****@p************.com
Master Plan Financial	20045 Stevens Creek Blvd, Cupertino, CA 95014	40875xxxx3	inf@m***********.com
The Credit Docs	177 Park Ave Ste 200 San Jose, CA 95113	40843xxxx0	geo*@t**********.com
SGC Financial	51 E Campbell Ave, Campbell, CA 95008	40823xxxx0	cba****@s********.com
Payne, Josh Bryan, AGT	3031 Tisch Way 110 Plaza West, San Jose, CA 95128	40829xxxx2	ath********@p******.com	4.8	5					149932	3962	163000
Federated Income Tax	1221 Story Rd2nd Fl Ste 90 San Jose, CA 95122	40829xxxx5				4.7	22
Law Offices of W. Kirk Moore	586 N 1st St, Ste 202 San Jose, CA 95112	40899xxxx6	wkm**@b******.com	5	55	4.9	116
Lee, Adela	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ade*****@m.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Alpha Property Investments	357 S 4th St, San Jose, CA 95112	40863xxxx7
Kas Financial	1276 Lincoln Ave #106, San Jose, CA 95125	40887xxxx0		5	2
Martin Lowe, CPA	4595 Salina Dr, San Jose, CA 95124	40882xxxx6	inf@m***********.com	5	4	4.7	29				4	122
Allworth Financial	2105 S Bascom Ave Ste 255, Campbell, CA 95008	40840xxxx9	all**********@a**************.com
Hanhai Investment Inc	97 E Brokaw Rd, San Jose, CA 95112	40857xxxx8	app@h*************.com							894	123	889
UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx0	abc*@u.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							254	4	266
Thomas & Company	1850 Hamilton Ave San Jose, CA 95125	40855xxxx4				4	11
AIG Advisors	85 Saratoga Ave, Santa Clara, CA 95051	40842xxxx5
Financial Advisors U.S. Bancorp Investments	10381 S De Anza Blvd, Cupertino, CA 95014	40896xxxx8	aar**********@u***.com							345311	5615	347000
Coeus Financial	1901 S Bascom Ave Ste 1150, Campbell, CA 95008	40842xxxx4	bpl***@c***********.com									178
Price My Wheels	1379 Prada Ct, Milpitas, CA 95035	40882xxxx0											5	1
National Planning Corp	1570 The Alameda, San Jose, CA 95126	40828xxxx0	pw-******************************@p************.org
Shaheen, Mark	1021 Blossom Hill Rd, San Jose, CA 95123	40860xxxx2	acc***************@w*******.com
Wells Fargo Advisors	781 W Hamilton Ave, Campbell, CA 95008	40834xxxx1
Mann, James	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	abc*@u.com
Palazzo Investment Group	4320 Stevens Creek Blvd, San Jose, CA 95129	40861xxxx3
San Jose Tax Attorney Service	88 S 3rd St San Jose, CA 95113	40872xxxx7	joh@s*****************.com
Historical Science Publishing	Serving theSan Jose Area	40872xxxx0
Wells Fargo Advisors	3053 Meridian Ave, San Jose, CA 95124	40844xxxx0
Wells Fargo Advisors	3331 San Felipe Rd, San Jose, CA 95135	40822xxxx2
Cash For Cars	1800 W San Carlos St, San Jose, CA 95128	40829xxxx0	re@c**********.net	3.9	77					19088	131		3	2
Raymond Regala - Financial Advisor, Ameriprise Financial Services, LLC	333 W Santa Clara St, San Jose, CA 95113	40855xxxx0	dns***@a*.com
Sophia Ahmad Law, APC	39055 Hastings St, Ste 211 Fremont, CA 94538	51042xxxx8	sop*@s***********.com	4.4	7	4.9	79
Solutions Wealth Management	1885 Winchester Blvd Ste 201, Campbell, CA 95008	40837xxxx3	aar******@l.com								232	21000
Prafullkumar Kant Shah: Primerica-Financial Services	3031 Tisch Way 110 Plaza West, San Jose, CA 95128	40820xxxx7	ath********@p******.com							150036	3968	163000
Latitude Financial Services	1167 Cameo Dr, Campbell, CA 95008	40837xxxx0
The Credit World	90 E Gish Rd Ste 280 San Jose, CA 95112	40843xxxx2				4	13
Lpl Financial	1350 Ridder Park Dr, San Jose, CA 95131	40845xxxx8
Mallory & Associates	651 La Maison Dr, San Jose, CA 95128	40824xxxx6
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
FairWeather Group	San Jose, CA 95153	40867xxxx4	dan@f***************.net	5	12	5	3
Charles Schwab	19620 Stevens Creek Blvd Ste 100, Cupertino, CA 95014	40844xxxx0	fra*********@s***.com
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com		20					93		98
Realtypro Investments	359 E Iowa Ave, Sunnyvale, CA 94086	40868xxxx3
Wells Fargo Advisors	2528 Berryessa Rd, San Jose, CA 95132	40892xxxx3
Lukas, Paul	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com
Ling’s Tax Service	1588 Homestead Rd, Santa Clara, CA 95050	40867xxxx1	dat***************@i**.de			4.6	21
Gregory Financial Corp	987 University Ave, Los Gatos, CA 95032	40839xxxx0
Grubb, Lauren	50 W San Fernando St, San Jose, CA 95113	40828xxxx8	ale********@m.com
StoneBridge Tax Solutions	10080 N Wolfe Rd Ste SW3-200 Cupertino, CA 95014	40846xxxx9	che*@s********************.com			4.7	33
Wells Fargo Advisors	575 W Capitol Expy, San Jose, CA 95136	40897xxxx0
Founders Financial Network	10050 N Wolfe Rd Ste SW1281, Cupertino, CA 95014	40836xxxx0	cho@f****************.net
NOW CFO-San Jose	101 W Santa Clara St, San Jose, CA 95113	66920xxxx1	ab@n*****.com							954	10	1000
Allworth Financial	644 N Santa Cruz Ave Ste 4, Los Gatos, CA 95030	40835xxxx4	all**********@a**************.com
STS Immigration Service	2899 Senter Rd Ste 105, San Jose, CA 95111	66923xxxx0
Tax Consultation of America	88 Tully Rd Ste 106 San Jose, CA 95111	40897xxxx8	joh@t***.com	5	5	5	122
Sorensen, Kris	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	rbc*******@r.com
Bradford Brown Financial & Insurance Services	1731 Technology Dr Ste 400, San Jose, CA 95110	40845xxxx5	inf@b************.net
Mdf Financial Advisors	2241 Sutter Ave, Santa Clara, CA 95050	40824xxxx8	joh*****@m***.com
Fitzpatrick & Tucker Inc.	4040 Moorpark Ave Ste 112 San Jose, CA 95117	40824xxxx0	c18***************************@s***.wixpress	3.7	3	4.3	27
Craig Curtis Uffelman-Ameriprise Financial Services Inc	2105 S Bascom Ave, Campbell, CA 95008	40866xxxx7	ame****************@a*.com							132657		134000
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC	31 E Julian St, San Jose, CA 95112	40824xxxx2	mka*****@c*********.com
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Cube Incubation Inc	4320 Stevens Creek Blvd, San Jose, CA 95129	40821xxxx1
Lee, Violet	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Trevor Schwartz Investments of Raymond James	16185 Los Gatos Blvd Ste 205, Los Gatos, CA 95032	40820xxxx2	aar**********@r*********.com									245
Stellar Financial Service	5824 Comanche Dr, San Jose, CA 95123	40861xxxx3	val**@s*******.com
Paramount Tax & Accounting Silicon Valley Central	1088 Branham Ln, San Jose, CA 95136	40862xxxx3	aje*****@p******.tax	4.8	72
Quetzalcoatl Financial Research Institute	473 N 13th St, San Jose, CA 95112	40829xxxx1
Kartveli CPA Firm	San Jose, CA 95129	40850xxxx9	c18***************************@s***.wixpress	5	3	5	10
Lobel Financial Corp	4300 Stevens Creek Blvd Ste 155, San Jose, CA 95129	40855xxxx5	aal**@l***********.com	1.1	38
Luiza, Michael	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Gummow Investments	1805 Little Orchard St, San Jose, CA 95125	40897xxxx8
The Tax Law Offices of David W Klasing, PC	2033 Gateway Pl Fl 5 San Jose, CA 95110	40835xxxx3	dav@t*******.net							197	44	196
Bay Area Financial Advisors	777 N 1st St Ste 615, San Jose, CA 95112	40841xxxx7
Raisch Investment Group	1680 Almaden Expy, San Jose, CA 95125	40829xxxx1
Optimize Accounting Solutions	39812 Mission Blvd Ste 218 Fremont, CA 94539	51076xxxx1	inf@o*****.com	5	4	4.1	9			91		97
Thrivent Financial-Cathy Grambow	2021 The Alameda #390, San Jose, CA 95126	40898xxxx7	bet*******@t*****.com							411742
Tax & Financial Solutions	586 N 1st St Ste 105 San Jose, CA 95112	40899xxxx7
Concentrum Wealth Management	6840 Via Del Oro, San Jose, CA 95119	40857xxxx0
Barajas Francisco	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx3
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Edelman Financial Engines	2350 Mission College Blvd, Santa Clara, CA 95054	40897xxxx5	a.b***@e*************.com							18774	23	20000
Zheng, Yujin	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx7	ali************@m.com
Cabanero, Ernel Vargas, AGT	3031 Tisch Way 110 Plaza West, San Jose, CA 95128	40827xxxx2	ath********@p******.com							149932	3962	163000
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com	5	1
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Retirement Capital Strategies	1190 Saratoga Ave Ste 140, San Jose, CA 95129	40855xxxx0	bil*******@r*******.com									55
Merrill Lynch Financial Advisor Lia Zheng	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx7	aar********@s***.com
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com	5	1					93		98
Escalate Capital Partners	150 Almaden Blvd Ste 925, San Jose, CA 95113	40820xxxx5	alv*@e************.com
Professional Tax Services	2450 Peralta Blvd Ste 222 Fremont, CA 94536	51050xxxx5	con**@i*.com			4.7	69
RC Blackwell’s Tax Service	900 Lafayette St Ste 705 Santa Clara, CA 95050	40859xxxx2	rcb******@g**.com	4.7	7	4.8	153			322	18	318
Bui, Kelly, LO	5201 Great America Pkwy, Santa Clara, CA 95054	40820xxxx9	aar*******@r*.com
Fidelity Investments	251 University Ave Palo Alto, CA 94309	65032xxxx1	a61**@f*****.com			2	40			330807		355000
Betterwealth	1999 S Bascom Ave, Campbell, CA 95008	40865xxxx0	and*@b*********.us
Principal - Closed	2099 Gateway Pl Ste 100, San Jose, CA 95110	40853xxxx0	a.m@p******.com							96	4	102
Creative Credit Repair Service	2655 Seely Ave, San Jose, CA 95134	40827xxxx2	aal***@c****.com	4.6	202
Gawlick Retirement Services	6455 Almaden Expy Ste 100, San Jose, CA 95120	40899xxxx4
Raymond James & Associates	1901 S Bascom Ave Ste 1550, Campbell, CA 95008	40837xxxx0											5	1
Family Wealth Consulting Group	10 Almaden Blvd, San Jose, CA 95113	40845xxxx0	cra@f*.net
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	cor*********@a*.com									106
Barbara Young - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx9	abc*****@u.com
Silicon Valley Janitorial Service	819 Opal Dr, San Jose, CA 95117	40884xxxx9	ebe@e******.com
Rdw & Associates	2890 Zanker Rd, San Jose, CA 95134	40895xxxx3
Jim Slacke Assiet Preservation	1625 The Alameda Ste 201, San Jose, CA 95126	40821xxxx2
Caliber Home Loans	910 E Hamilton Ave, Campbell, CA 95008	70739xxxx0	aar@c*************.com
Bay Area Credit Repairs	2959 S Winchester Blvd Ste 201 Campbell, CA 95008	41591xxxx0	cus*******@b**********.net			1	1
JPP Investments	2150 Monterey Hwy, San Jose, CA 95112	40829xxxx1
C2 Financial Corporation	2845 Moorpark Ave, San Jose, CA 95128	40861xxxx0	elv@e*********.com	4.9	104					729		733
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					150354	2139	11
Leeward Financial Insurance Services Inc	10080 N Wolfe Rd, Cupertino, CA 95014	40898xxxx7
Beacon Pointe Advisors	50 W San Fernando St, San Jose, CA 95113	40855xxxx0	aba***@b*********.com
Stryker, Eric, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx4	ame****************@a*.com							132650		134000
Masterlife Financial Group Inc.	2055 Junction Ave Ste 235, San Jose, CA 95131	40843xxxx0
Merrill Lynch Financial Advisor Timothy J Mosley	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx1	ale********@m.com
KLM Capital Management Inc	10 Almaden Blvd, San Jose, CA 95113	40897xxxx8	alf***@k*******.com
TD Ameritrade	423 E Hamilton Ave, Campbell, CA 95008	40891xxxx0	aam*********@t*********.com							646494	209	657000
Merrill Lynch Financial Advisor Shayne Fleming	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx9	ale********@m.com
Community Tax Services	586 N 1st St Ste 222D San Jose, CA 95112	40829xxxx3				4	23
MB Tax Pal	Fremont, CA 94538	51043xxxx2	mbt***@g**.com			5	4					49
Dynamic Wealth Strategies, LLC	1530 The Alameda #305, San Jose, CA 95126	40891xxxx9	baf***************************@s***.wixpress									30
Pamela Matthews - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Dana Financial Corp	197 E Hamilton Ave, Campbell, CA 95008	40886xxxx9
Ighani, Behrooz, CFP	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx3	ale********@m.com
Sanjiv Gupta, CPA	39111 Paseo Padre Pkwy Ste 101 Fremont, CA 94538	51082xxxx3	inf@s*******.com	4.6	166	3.9	141			715	3
Yu, Ingrid	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
Mirasol C Neufeld's Tax & Accounting Services	356 Fairview Way, Milpitas, CA 95035	40894xxxx0	inf@m*******.com
Tax Goddess Inc	547 Shadow Ct, San Jose, CA 95129	40824xxxx6
JKLM Tax Service	1148 Woodminster Dr, San Jose, CA 95121	40829xxxx8	nro**@b***.com	5	4
CalRima Financial & Insurance Agencey	1999 S Bascom Ave Suite 700, San Jose, CA 95125	86658xxxx6	joh*****@i***********.com
Better Tax Service	510 N 1st St, San Jose, CA 95112	40829xxxx7	all@b******.ca
Edward Jones - Financial Advisor: Jeff Migneault, CFP®\|AAMS™\|CRPC™	901 Campisi Way Ste 248, Campbell, CA 95008	40887xxxx0	a.j*******@e********.com
Ongman Ea Eric Cfp	15814 Winchester Blvd Ste 106, Los Gatos, CA 95030	40839xxxx4
Rubio, Graciano	50 W San Fernando St, San Jose, CA 95113	40828xxxx8	ale********@m.com
Transamerica	2290 N 1st St, San Jose, CA 95131	40874xxxx9
Cheng, Xining, MLO	19620 Stevens Creek Blvd, Cupertino, CA 95014	40863xxxx8	aar****@p.com
First Tax Service	1879 Lundy Ave Ste 128 San Jose, CA 95131	40849xxxx9	ada*****@f************.com	4.9	34	4.3	41
American First Financial Corp	5450 Thornwood Dr Ste P, San Jose, CA 95123	40821xxxx4
Lucia Capital Group - San Jose	2033 Gateway Pl #574, San Jose, CA 95110	80064xxxx0	afr****@l*****.com							622	21	690
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com							87358		99000
Latinos Multi Serivces	650 S Winchester Blvd, San Jose, CA 95128	40832xxxx7
Amex Mortgage and Investments	720 Montague Expy, Milpitas, CA 95035	40826xxxx5
Securities America	705 Starbush Dr, Sunnyvale, CA 94086	40829xxxx5	aad******@s**************.com							3001	28	3600
Dewey Realty & Investments	2340 Stevens Creek Blvd Ste 4, San Jose, CA 95128	40897xxxx7
William David Butzman-Ameriprise Financial Services Inc	3945 Freedom Cir, Santa Clara, CA 95054	40833xxxx0	dns***@a*.com
Silicon Financial Corp	922 Saratoga Ave, San Jose, CA 95129	40824xxxx5	cou****@h********.com
J & K Tax & Accounting	1314 Lincoln Ave San Jose, CA 95125	40829xxxx6				3.5	8
World Group Securities Inc	4677 Old Ironsides Dr Ste 445, Santa Clara, CA 95054	40898xxxx8
Boyd Tax Counselors Inc.	4030 Moorpark Av, San Jose, CA 95117	40824xxxx1	mmu*****@s*************.com	3	2
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40892	181	41000
American Financial Network Inc	901 Campisi Way Ste 160, Campbell, CA 95008	40834xxxx5	aac*@a****.com							23117		23000
Rosemary A Hernandez Ea	1940 The Alameda, San Jose, CA 95126	40855xxxx0	acc***@t*********.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
Gallup, Jim, MLO	19620 Stevens Creek Blvd, Cupertino, CA 95014	92578xxxx2	abc*****@p.com
Top One Investment	777 N 1st St, San Jose, CA 95112	40845xxxx5
Advantage Bookkeeping & Tax Center	1281 Fifth Ave Belmont, CA 94002	65059xxxx8	joh@a****************.com			5	15
Evergreen Wealth Advisory Group, LLC	101 Metro Dr, San Jose, CA 95110	86627xxxx1	joh@e**********.com
Ian McIntosh - Financial Advisor, Ameriprise Financial Services	3130 De La Cruz Blvd Ste 128, Santa Clara, CA 95054	40821xxxx5	dns***@a*.com
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	nn@s********.com	5	2					258	4	270
Derek Seo - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40821xxxx2	ale**************@a*.com
Derek Seo - Financial Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40821xxxx2	ale**************@a*.com
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87756xxxx8	adv***@h**************.com	5	1	4.8	21
Smitt-Windham, Maily	1021 Blossom Hill Rd, San Jose, CA 95123	40880xxxx0	acc***************@w*******.com
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Andy P Bacaylan CFP-Merrill Lynch	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Crest Investment Group	61 Serra Way, Milpitas, CA 95035	40879xxxx4
Jay Fernando Financial	390 Spar Ave Ste 105, San Jose, CA 95117	40824xxxx4	ask*****@f*************.com									19
Fong, Maureen	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Henry Hormozian Financial Service	1105 Pheasant Hill Way, San Jose, CA 95120	40867xxxx0	inf@h*****************.com
The Principal Financial Group	181 Metro Dr Ste 700, San Jose, CA 95110	40843xxxx0	a.m@p******.com								257	70000
The Sherer Group	455 Los Gatos Blvd, Los Gatos, CA 95032	40840xxxx5
Morgan Lev Financial Corp	4000 Moorpark Ave Ste 118, San Jose, CA 95117	40855xxxx5	dat***************@i**.de
Keytax CPA	2690 S White Rd Ste 30 San Jose, CA 95148	40858xxxx0	adm@k******.com	5	3	4.7	74			558	9
Pb Branham	1112 Branham Ln, San Jose, CA 95118	40844xxxx5	aab**@p**********.com	4.2	494					133751	285	141000
Sales Synergy Consulting	Serving theSan Jose Area	40821xxxx5	col*****@s*********.net
Wells Fargo Advisors	1730 Saratoga Ave, San Jose, CA 95129	40837xxxx0
Sage Point Financial	4950 Hamilton Ave, San Jose, CA 95130	40837xxxx7	dom**@a*********.com								28	3600
Sullivan, Peggy, AGT	5670 Almaden Expy, San Jose, CA 95118	50244xxxx5	all*******@a***.usbank							345501	5380	348000
Edward Jones - Financial Advisor: Sachin Verma	1165 Lincoln Ave Ste 320, San Jose, CA 95125	40899xxxx5
Merrill Lynch Wealth Management	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	3d@l****.ml	5	1
Aurum Capital Management	84 W Santa Clara St, San Jose, CA 95113	40893xxxx0
David Castillo Insurance	2670 S White Rd Ste 271, San Jose, CA 95148	40823xxxx0	aar********@f****.com
Financial Rescue	370 Fairview Way, Milpitas, CA 95035	51081xxxx3	ang***@f***************.com							32801		32000
Innobridge Capital Management	2905 Stender Way, Santa Clara, CA 95054	40858xxxx5
Thoreson, Jackson	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
David D. Tobkin, CPA	2397 Forest Ave Ste A, San Jose, CA 95128	40824xxxx2	inf@s*********************.com	5	2								5	1
Integral Financial	1072 S De Anza Blvd Ste A208, San Jose, CA 95129	40899xxxx8	ada********@b************.com
American Express	9 Great Oaks Blvd, San Jose, CA 95119	40822xxxx8
Morgan Stanley	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx8	acm*********@m**********.com
Rajasansi, Sujan, MLO	2875 The Villages Pkwy, San Jose, CA 95135	40887xxxx1	ale**********@u***.com
Ameriprise Financial	30 Union Ave Ste 123, Campbell, CA 95008	40837xxxx1	ame****************@a*.com									134000
Ameriprise Financial	1 S Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	dns***@a*.com	5	1
Yip, Jimmy	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Merrill Lynch Financial Advisor Lyle J Smith	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx1	ale********@m.com
Can, Connie, AGT	1901 S Bascom Ave, Campbell, CA 95008	40887xxxx3	ame****************@a*.com									134000
Computax Services - San Jose	1340 Tully Rd Ste 314 San Jose, CA 95122	40828xxxx3	c18***************************@s***.wixpress			5	1
Amy Salome Roat - Associate Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	amy***@a*.com
Fitbux Inc	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx2
Sumer Tatangelo - Associate Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	dns***@a*.com									70
Morgan / Chapman Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12824
Wells Fargo Advisors	6990 Santa Teresa Blvd, San Jose, CA 95119	40828xxxx0
Morgan Lev Financial Corp	52 Harold Ave, Santa Clara, CA 95050	40855xxxx5
Ameriprise Financial Services Inc	20076 Rodrigues Ave, Cupertino, CA 95014	40896xxxx0	ant*****@a*.com									134000
Adolfsson, Erica B	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com
Cherene Wong - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Rfs Investments	6455 Almaden Expy, San Jose, CA 95120	40822xxxx3
David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com							166		160
Lpl Financial	99 Almaden Blvd, San Jose, CA 95113	40864xxxx0	aar******@l.com							20182	238	21000
Ravi Tax Preparation Srvc	690 W Fremont Ave, Sunnyvale, CA 94087	40873xxxx6	inf@r*****.com										1	2
Nguyen, Long	377 Santana Row, San Jose, CA 95128	40862xxxx6	all*******@a***.usbank							345292	5763	347000
Castaneda, Philip T	99 Almaden Blvd, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Akiras Investments	1560 Sunnyvale Saratoga Rd, Sunnyvale, CA 94087	40872xxxx7
Fidelity Investments	851 E Hamilton Ave Campbell, CA 95008	80054xxxx0	a61**@f*****.com			2.7	30			329245		353000
Shepard Associated Inc	14127 Capri Dr Ste 5, Los Gatos, CA 95032	40837xxxx0	bre*@s********.com
Becker Financial Services	155 E Campbell Ave, Campbell, CA 95008	40837xxxx0
Alam One Stop Tax and Accounting Services	3933 Baronet Ct, San Jose, CA 95121	40820xxxx6	ala**@y**.com	4.7	28	4.4	7					600
McKay, Michael	50 W San Fernando St, San Jose, CA 95113	40828xxxx5	ale********@m.com	2.7	16
Premier Tax Advisors	88 W Tully Rd Ste 106 San Jose, CA 95111	40821xxxx2				4.8	61
Yip, Chy	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Saigon Insurance Service Center	1203 Lucretia Ave, San Jose, CA 95122	40829xxxx0		5	2
Young And Associates	1999 S Bascom Ave Ste 910, Campbell, CA 95008	40862xxxx0	aal*********@k.com									268000
Yu, Joanna, MLO	1919 S Bascom Ave, Campbell, CA 95008	40862xxxx2	all*******@a***.usbank							345292	5763	347000
Dan Hodgin Tax Consulting	106 W Campbell Ave, Campbell, CA 95008	40855xxxx6	dan@d********.com			4.5	17
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Fidelity Investments	398 W El Camino Real Ste 102, Sunnyvale, CA 94087	40872xxxx0	a61**@f*****.com	3.7	26					329893		353000
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com								238	21000
Gonzales, Chris	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx7	all*******@a***.usbank							345501	5380	348000
Valerie Nguyen - Private Client Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							98496	1593	99000
Starr, Brian, MLO	1395 Foxworthy Ave, San Jose, CA 95118	40866xxxx7	all*******@a***.usbank
Wales Investment Inc	2055 Junction Ave Ste 100, San Jose, CA 95131	40894xxxx6
PremierOne Credit Union	140 Asbury St San Jose, CA 95110	85550xxxx8	abr**@p*********.org			4.2	82
John J Keegan Income Tax Service	441 N Central Ave, Campbell, CA 95008	40837xxxx0
Lincoln, Dahn	50 W San Fernando St, San Jose, CA 95113	40828xxxx3	ale********@m.com
Moorhead, Ted	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx3	ale********@m.com
Edward Jones	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4	a.j*******@e********.com							88103		101000	5	5
Bateh, Richard, AGT	1919 S Bascom Ave, Campbell, CA 95008	40847xxxx1	aar**********@u***.com								5380	348000
Vanessa DeIngardia - Raymond James	3031 Tisch Way, San Jose, CA 95128	40864xxxx6	aar**********@r*********.com							17519		18000
Aldrich Gaudio & Associates	1042 W Hedding St, San Jose, CA 95126	40898xxxx9
Kumar Sharma, Rajiv	1021 Blossom Hill Rd, San Jose, CA 95123	40842xxxx8	aar*******@w*******.com
Citi PWM	1310 El Paseo de Saratoga, San Jose, CA 95130	40837xxxx0	aak********@c*****.com	4.1	14
Boucher Lensch Associates	1250 Oakmead Pkwy, Sunnyvale, CA 94085	40850xxxx6	cha**@b**********.com
Acela Capital Management	20380 Town Center Ln Ste 290, Cupertino, CA 95014	40886xxxx8
Khoshabian, Rodney, AGT	1395 Foxworthy Ave, San Jose, CA 95118	40851xxxx8	all*******@a***.usbank
Mobius Financial Network	3130 Impala Dr, San Jose, CA 95117	40887xxxx4	cas**************@c****.net	5	6
Teh Financial Coaching	Expedition Ln, Milpitas, CA 95035	51036xxxx9	chr****@t*****************.com	5	82							831
Merrill Lynch Financial Advisor Rosario M Oliveri	560 S Winchester Blvd #500, San Jose, CA 95128	40855xxxx6	ale********@m.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Silicon Valley Retirement Service	2570 N 1st St, San Jose, CA 95131	40857xxxx2	ebe@e******.com
Ynchausti And Company, Cpa	5369 Camden Ave, San Jose, CA 95124	40867xxxx0	eey******@g**.com
Leeward Financial and Insurance Services Inc.	111 N Market St Ste 825, San Jose, CA 95113	40898xxxx7	joh*****@l*************.com									172
Silicon Valley Wealth Management Solutions	6050 Hellyer Ave, San Jose, CA 95138	40844xxxx0
Yates, William	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com		11
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Ajesh Hospitality Investments	2080 N 1st St, San Jose, CA 95131	40839xxxx1
Championfinancial	6951 Grandwood Way, San Jose, CA 95120	40830xxxx7
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
Charles Schwab	30 S 1st St, Campbell, CA 95008	40834xxxx0	asc******@s***.com	2.8	16
Legacy Resources Group	1141 Ringwood Ct, San Jose, CA 95131	40871xxxx3	c18***************************@s***.wixpress
By the Bay Investments	360 Kiely Blvd, San Jose, CA 95129	40824xxxx0	abb****@c****.com							368652	42962	13
Wells Fargo Advisors	303 Almaden Blvd, San Jose, CA 95110	40829xxxx4
Foundation Trust Mortgage	1210 S Bascom Ave, San Jose, CA 95128	40829xxxx0
Silicon Valley Securities, Inc.	4880 Stevens Creek Blvd., San Jose, CA 95129	40824xxxx1
SCORE Mentors Silicon Valley	4701 Patrick Henry Dr, Santa Clara, CA 95054	40845xxxx7	eng*@s**.org							581	164	639
Wells Fargo Advisors	4888 San Felipe Rd, San Jose, CA 95135	40823xxxx8
Eric Stryker - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
R.L. Miller Tax Service	2716 Nicasio Ct San Jose, CA 95127	40877xxxx1				5	2
Paradigm Tax Group	1 Almaden Blvd Ste 1060, San Jose, CA 95113	40828xxxx0	abo***@p********.com								132	2400
Seiler LLP	1735 Technology Dr, San Jose, CA 95110	40876xxxx0	aag***@s***.com							3709	27	4200
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com	5	1
Wells Fargo Advisors	1790 S Bascom Ave, Campbell, CA 95008	40862xxxx0
Annuity General	Serving theSan Jose Area	80033xxxx4
Robert Cleland & Todd Armer	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	ant*****@a*.com							132680		134000
Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx0	acc********@m**********.com
Master Minds	1110 Brace Ave, San Jose, CA 95125	40899xxxx3
Behage Larry N. Enrolled Agent	San Jose, CA 95101	40842xxxx2											5	1
Prestige Business Solutions	40025 Mission Blvd, Fremont, CA 94539	51065xxxx1	joh@p******************.com	4.6	9	4.8	60			51		53
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com							166		160
Lpl Financial	96 Parc Place Dr, Milpitas, CA 95035	40845xxxx4	aar******@l.com							20146	238	21000
Sst Investments	2100 Forest Ave, San Jose, CA 95128	40889xxxx3
Can Connie	1999 S Bascom Ave Ste 1060, Campbell, CA 95008	40887xxxx3
College Planning ABC	3031 Tisch Way 110 Plz W San Jose, CA 95128	40891xxxx8	che******@g**.com			4.9	55
Exertus Financial Partners & Insurance Agency	200 Serra Way, Milpitas, CA 95035	40844xxxx2	abc@d*****.com	4.5	18					5326	891	5200
Tax Magic	4100 Monterey Rd Ste 116 San Jose, CA 95111	84477xxxx2	als****@t*****.tax			3	2			44		49
Sival Advisors	455 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0	aga*@s**********.com
LPL Financial	525 W Remington Dr Ste 124, Sunnyvale, CA 94087	40873xxxx8	aar******@l.com							20170	239	21000
Trusted Business Solutions	5951 Sunstone Dr San Jose, CA 95123	40863xxxx7				4.7	3
Leal Financial Planning	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40867xxxx4	and@l***.com			5	4
World Group Securities Inc	2099 Gold St, Alviso, CA 95002	40826xxxx8	con**************@t*********.com	4.2	44					82491	2051	86000
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
C D Tax	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx0	chr@c****.com
Gregory Smith - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40891xxxx3	abc*****@u.com
George Bettisworth-Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx0	erp****@m************.com
Sarada Majumder, CPA	14573 Big Basin Way, SARATOGA, CA 95070	40875xxxx2				4.6	19
Ambar Financial Group	1852 Dry Creek Rd, San Jose, CA 95124	40837xxxx0
Ma, Jingya	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx8	ale********@m.com		9
Transamerica Financial Advisors Inc	3130 De La Cruz Blvd, Santa Clara, CA 95054	40857xxxx0	dns***@a*.com
Bia Financial Services	560 S Winchester Blvd, San Jose, CA 95128	40891xxxx4
Nexxus Financial Resource Ventures	87 Dempsey Rd, Milpitas, CA 95035	40876xxxx1	acc*****@n*******.com			5	10
Nat’s Tax Service	2670 S White Rd Ste 130 San Jose, CA 95148	40888xxxx1		4.2	20	4.9	101
Tes Asset Management Group	705 Tully Rd, San Jose, CA 95111	40829xxxx2
Negandhi Corp	2727 Walsh Ave, Santa Clara, CA 95051	40858xxxx6
Khoa D Bui - Immigration Law Offices	1999 S Bascom Ave Ste 700 Campbell, CA 95008	40856xxxx7	kdb****@m************.com			4.8	16
John Clay - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx8
Centaurus Financial Inc	18809 Cox Ave Ste 150, Saratoga, CA 95070	40837xxxx6	aar*****@c***************.com
Belinda Trense Tax Service	1290 Lawrence Station Rd, Sunnyvale, CA 94089	40863xxxx9		4.9	44	4.9	93
Woodbury Financial	1091 Firth Ct, Sunnyvale, CA 94087	40824xxxx0
BPM	10 Almaden Blvd Ste 1000 San Jose, CA 95113	40896xxxx0	aa@b*****.com			3	1			894	93	946
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
A Life Well Spent	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx7	joh@a************.net
Eric Stryker - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com
Curran & Associates CPA	1314 Lincoln Ave Ste 2F San Jose, CA 95125	40822xxxx0	cha**@c****************.com	4.5	8	4.5	17
Tatangelo, Sumer	591 W Hamilton Ave, Campbell, CA 95008	40866xxxx7	dns***@a*.com							38		70
Heckman Financial & Insurance Services Inc	333 W Santa Clara St Ste 604, San Jose, CA 95113	40829xxxx0	nn@w************.com								100
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	arn********@a*.com							93		97
Wang, Daxin K	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx7	ale********@m.com
Tone Tran-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40830xxxx9	aab**@b**********.com							40892	181	41000
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	ste******@f*****.com
Delgado & Associates	675 N 1st St, San Jose, CA 95112	40828xxxx0	inf@t*****.net									51
Rong Fu, CPA	1698 S Wolfe Rd Ste 116 Sunnyvale, CA 94087	40873xxxx0				2.4	20
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	ant**********@a*.com
Saso, Julie	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	ale********@m.com
Accounting Office Of Michael P Senadenos, CPA	39420 Liberty St Ste 170 Fremont, CA 94538	51079xxxx7	joh@s**********.com			5	13
Wellspring Consulting Group	2635 N 1st St, San Jose, CA 95134	40894xxxx2	a.a*****@w*****************.net
Gerdts Investment Group of Raymond James	333 W San Carlos St Suite 1375, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com							17515		18000
Robert W Cleland - Financial Advisor, Ameriprise Financial Services	1999 S Bascom Ave Ste 700, Campbell, CA 95008	40887xxxx2	dns***@a*.com
Bellatore Financial Inc	1550 The Alameda Ste 209, San Jose, CA 95126	40861xxxx7	bro@b******.com
Eric J Olson & Associates	1982 Senter Rd, San Jose, CA 95112	40821xxxx1
Raegen, Parker and Associates - Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Financial Planning Consultants	333 W Santa Clara St, San Jose, CA 95113	40828xxxx1
Ambar Financial Group	2542 S Bascom Ave, Campbell, CA 95008	40837xxxx0	ale@k**********.com									75
Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx7	ale********@m.com
Arshdeep Singh - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ars*********@a*.com
Merrill Lynch Financial Advisor William M Lloyd	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx6	ale********@m.com
Santos Ruano	1035 Minnesota Ave UNIT H, San Jose, CA 95125	65079xxxx1	dns****@a*****.com
Merrill Lynch Financial Advisor Andrew "Andy" Sinsigalli	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	ale********@m.com
Wade Financial Advisory	3274, 2105 S Bascom Ave #110, Campbell, CA 95008	40836xxxx9	adm@w***.com	5	1					9	4	13
Atlan Financial	1648 Alum Rock Ave Ste A, San Jose, CA 95116	40892xxxx6
Bay Area Tax, Inc.	70 W Hamilton Ave Suite B., Campbell, CA 95008	40837xxxx0	bay*****@y**.com
First Citizens 1031	2088 Gateway Pl, San Jose, CA 95110	41569xxxx6
Moa Financial Group Inc	1475 S Bascom Ave Ste 100, Campbell, CA 95008	40837xxxx0	col************@m*********.com
Brian T Franklin - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx3	acm*********@m**********.com
HHE Investment Inc	4010 Moorpark Ave, San Jose, CA 95117	40826xxxx7
California Investments	1370 E Santa Clara St, San Jose, CA 95116	40899xxxx2	bon******@r********.com
United Financial Associates LLC	1798 Technology Dr STE 178, San Jose, CA 95131	40859xxxx8	adm@t***********.com
Valmiki Capital Management LP	10164 Vista Dr, Cupertino, CA 95014	40827xxxx7
H&R Block	1611 E Capitol Expy San Jose, CA 95121	40827xxxx3	aab*@h****.com			3.1	10
Sequoia Financial Group Inc	987 University Ave Ste 8, Los Gatos, CA 95032	40839xxxx2	aba*@s**************.com
Qing Zhao - PNC Mortgage Loan Officer (NMLS #282955)	19620 Stevens Creek Blvd Ste 220, Cupertino, CA 95014	40865xxxx7	abc*****@p.com
RICHSMITH AUDITING CONSULTANCY	3700 Casa Verde St, San Jose, CA 95134	38633xxxx4
CoinEx Global Exchange	97 S 2nd St, San Jose, CA 95113	65079xxxx8
Raymond James Financial	181 E Tasman Dr, San Jose, CA 95134	40886xxxx2
Hedge Trackers	20725 Valley Green Dr Ste 100, Cupertino, CA 95014	40886xxxx1	aen*@h**********.com
Dollar Financial Services	1680 Civic Center Dr, Santa Clara, CA 95050	40824xxxx0
Moore, Jamye A	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx6	ban********@e**.bankofamerica		11
Frederick Accountancy	900 Lafayette St, Santa Clara, CA 95050	66925xxxx0	aud@f****.com			4.4	7
PP&Co	333 W Santa Clara St San Jose, CA 95113	40828xxxx1	aba*@p****.com	4.2	15	1	1
Waddell & Reed, Cupertino	19620 Stevens Creek Blvd Ste 270, Cupertino, CA 95014	40861xxxx3	6d3***********************************@w***************.com
Slade & Associates	3550 Stevens Creek Blvd Ste 330 San Jose, CA 95117	40823xxxx4	lbr*@m****.com			2.9	9
Freedom Equity Group	835 Blossom Hill Rd Ste 221, San Jose, CA 95123	40896xxxx2
LCD New Markets Fund Xix	111 W Saint John St, San Jose, CA 95113	40829xxxx4
Area Financial Service	82 N Main St, Milpitas, CA 95035	40894xxxx6			2
MJ Partners	2880 Zanker Rd Ste 203 San Jose, CA 95134	40885xxxx8	dan@m******************.com	4.6	26	4.3	13
Nostalgia Hunters Inc	1955 Bird Ave, San Jose, CA 95125	40867xxxx1
Paramount Tax & Accounting Silicon Valley Central	1475 S Bascom Ave Ste 113, Campbell, CA 95008	40855xxxx0	aje*****@p******.tax
H&R Block	1892 Curtner Ave San Jose, CA 95124	40837xxxx4	agi**@a.nv			3.7	24
Sensiba	101 Metro Dr Ste 160 San Jose, CA 95110	40828xxxx0	aar@s***.com			2	1				51	475
Norris Fiduciary Services	Scotts Valley, CA 95066	40829xxxx0	nan@n************.net			5	1
Voila Investment Corporation	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx8	dav@e*********.com							2		3
Wells Fargo Advisors	1202 E Arques Ave, Sunnyvale, CA 94085	40873xxxx4
Cycle of Wealth	1608 Hope Dr Apt 225, Santa Clara, CA 95054	40859xxxx6
Sun America Financial	1590 Oakland Rd Ste B110, San Jose, CA 95131	40843xxxx8
Nieto, Steven	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx1	ale********@m.com
U.S. Bancorp Investments - Financial Advisors: Adam Perez	1399 Foxworthy Ave, San Jose, CA 95118	40897xxxx8	aar**********@u***.com							345614	5351	348000
Laddi Jhuty, CFP	5201 Great America Pkwy Ste 350 Santa Clara, CA 95054	51081xxxx4	inf@n*******.com			4.2	20
Arturo J Juarez & Associates	950 South Bascom Ave Ste 1113 San Jose, CA 95128	40831xxxx6				5	2
Securities America	1262 E Hamilton Ave, Campbell, CA 95008	40837xxxx1	aad******@s**************.com							2996	28	3600
World Financial Group Santa Clara Office	1212 El Camino Real Ste 203, Santa Clara, CA 95050	40891xxxx0
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Hanmi Bank	2765 El Camino Real, Santa Clara, CA 95051	40826xxxx0	aar****@h**.com
Frontera Financial Services	887 E El Camino Real, Sunnyvale, CA 94087	40877xxxx4	joh@f*****************.com
Fidelity Investments	851 E Hamilton Ave Ste 100, Campbell, CA 95008	40837xxxx1	a61**@f*****.com							329892		353000
Alegrity Group	286 E Hamilton Ave Ste A Campbell, CA 95008	88837xxxx3	bri@a**********.com			4.4	62
American Brokerage Network	19979 Stevens Creek Blvd, Cupertino, CA 95014	40821xxxx8	ann***@a****.com
Frenkel, Lily	1021 Blossom Hill Rd, San Jose, CA 95123	40848xxxx2	acc***************@w*******.com
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com		17
Bhatia & Co	4677 Old Ironsides Dr Ste 170 Santa Clara, CA 95054	40884xxxx1	ban@b*****.com			3.3	8
Flournoy Wealth Management	1165 Lincoln Ave, San Jose, CA 95125	40827xxxx0	pam*******@l.com							189	5	191
InsTax Financial Services	2726 Aborn Rd Ste 201, San Jose, CA 95121	40827xxxx7	inf@i*********************.com	5	2										5	14
Impact Financial Group	880 E Campbell Ave, Campbell, CA 95008	40837xxxx0
Trans America FNCL Advisors	1035 Minnesota Ave, San Jose, CA 95125	40821xxxx1
Specific Advisors	1740 Technology Dr Ste 550, San Jose, CA 95110	40839xxxx5	aba@p************.com							240		285
Wells Fargo Advisors	65 N Winchester Blvd, Santa Clara, CA 95050	40823xxxx0
J P D Financial Consultants Inc	275 Saratoga Ave Ste 200, Santa Clara, CA 95050	40834xxxx0	ali*@j*********.com
McKenna Financial Consulting	580 Mill Pond Dr, San Jose, CA 95125	40827xxxx2
Gonzalez, Hector, CFP	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Excel Financial	1302 Lincoln Ave, San Jose, CA 95125	40856xxxx7	adm@e*****.com										5	1
Schiff Daniel M	950 S Bascom Ave, San Jose, CA 95128	40827xxxx0
SS Tax & Financial Services	866 Race St, San Jose, CA 95126	40898xxxx8		5	2
Financial Insights & Strategies	Cupertino, CA 95014	40871xxxx9	san*******************@g**.com			5	15
Legacy Wealth Advisors, LLC	2001 Gateway Pl Ste 600W, San Jose, CA 95110	40845xxxx0	inf@l****.com
Li, Arthur, MLO	19620 Stevens Creek Blvd, Cupertino, CA 95014	52043xxxx9	aar****@p.com
Weitz, Eric	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx6	ale********@m.com
Eddy Chan: Allstate Insurance	525 W Remington Dr, Sunnyvale, CA 94087	40873xxxx0	a**00@a*****.com	5	39
A Reliable Bookkeeping Service	1790 Winchester Blvd Ste 3 Campbell, CA 95008	40837xxxx1	ali@a**************.com			3.7	3
My Truong - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	66930xxxx8	dns***@a*.com
James Park - Branch Manager, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
Pantheon Wealth Planning	1754 Technology Dr Ste 208, San Jose, CA 95110	40840xxxx2	fan@p*******.com							90		89
Lina’s Tax Team	69 E Hamilton Ave, Campbell, CA 95008	40886xxxx0	ela*@f*******.com	4.4	7	4.6	100					41
JK & P Associates	1250 Aviation Ave, San Jose, CA 95110	40888xxxx0
Foresight Risk Insurance Ser	260 S Sunnyvale Ave, Sunnyvale, CA 94086	40824xxxx0	tga@o*******.com
Ernst & Young LLP	303 Almaden Blvd Ste 1000, San Jose, CA 95110	40894xxxx0	abd*********@e.com							553863		569000
Edward Jones	298 S Sunnyvale Ave Ste 103, Sunnyvale, CA 94086	40873xxxx2
James	2845 Moorpark Ave, San Jose, CA 95128	40824xxxx4
Securities America	101 Metro Dr, San Jose, CA 95110	40845xxxx0	aar******@s**************.com
Kappa 6 Invesments	2255 S Bascom Ave, Campbell, CA 95008	40896xxxx7
Howard, Matthew	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx5	ban********@e**.bankofamerica
Santikul, Clifton	99 Almaden Blvd, San Jose, CA 95113	40894xxxx5	wms********@r.com							14640		16000
L & B Tax Services	2660 John Montgomery Dr, San Jose, CA 95148	40892xxxx5
Challenger Financial Services	5450 Thornwood Dr, San Jose, CA 95123	40862xxxx3	abe*************@c*************.com							7384	1579	7600
Gunn Financial	19925 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx2	a.j*******@e********.com
Enterprise Trust & Investment	15425 Los Gatos Blvd Ste 150, Los Gatos, CA 95032	40835xxxx1	ent*****@e*************.com
Ohana Tax Services	Fremont, CA 94538	51057xxxx0	adm@o*************.com	3.4	5	4.9	89
Raymond James Financial	19960 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx6	aar********@f*********.com
Transitions Wealth Advisors	1100 Lincoln Ave Ste 240, San Jose, CA 95125	40835xxxx2	joh@t***********************.com
Teknowledgies	1030 E El Camino Real, Sunnyvale, CA 94087	40869xxxx4	inf@t***********.com	2.8	127
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0
Invantest Inc	2860 Zanker Rd Ste 101, San Jose, CA 95134	40845xxxx0	chi********@i******.com
Ernst & Young	303 Almaden Blvd, San Jose, CA 95110	40894xxxx0	abd*********@e.com	5	12					552092		567000
Fluent Wealth Partners	10 Almaden Blvd, San Jose, CA 95113	40821xxxx0	aru*@w******.com
Kruse and Associates	1680 The Alameda Ste 201, San Jose, CA 95126	40826xxxx7	inf@k********.com							836	8	829
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
King Paul	2105 S Bascom Ave Ste 148, Campbell, CA 95008	40887xxxx9
Bruce, Graham	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
FP Tax Services Corp	2377 Senter Rd Ste D, San Jose, CA 95112	40896xxxx0
Oportun	1070 S White Rd, San Jose, CA 95127	51021xxxx5	a-l@o******.com
Edward Chiang CPA	8070 Santa Teresa Blvd Gilroy, CA 95020	40884xxxx5				4.9	8
Grant, Aaron	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	agr***@m.com
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Paramount Tax & Accounting, CPAs - Silicon Valley Central	2103 Lincoln Ave, San Jose, CA 95125	40867xxxx5	aje*****@p******.tax	4.8	72
Song, Chuzhe	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com		11
Michael Glantz - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40821xxxx4	ada****@t*****.com									116
Advantum Tax and Accounting Services	3790 El Camino Real Palo Alto, CA 94306	65052xxxx7				4.3	14
Securities America Inc	1625 The Alameda, San Jose, CA 95126	40872xxxx6
Smart Tax	4020 Moorpark Ave Ste 208 San Jose, CA 95117	40871xxxx2	san****@s****************.com	3.7	3	3.4	5
DOD Funding	5533 Snell Ave, San Jose, CA 95123	40844xxxx5
Century Oak Financial Group	7500 Deveron Ct, San Jose, CA 95135	40826xxxx9	ru@c*******.com
Global Tax Advisers	940 Saratoga Ave Ste 220 San Jose, CA 95129	40866xxxx7	inf@g***************.com			3.3	6
Fractions - Tax Services and Bookkeeping Services	2033 Gateway Pl Fl 5, Ste 541 San Jose, CA 95110	40861xxxx1	rub@f**************.com	5	24	5	39
Picone, Brandon	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
Robert Half Management Resources	10 Almaden Blvd Ste 900, San Jose, CA 95113	40827xxxx1	aar**@r*******.com							102470	246	102000
Wells Fargo Advisors	1250 Lincoln Ave, San Jose, CA 95125	40827xxxx2
College Financial Consultants	15559 Union Ave Ste 198 Los Gatos, CA 95032	40839xxxx0
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
Mark Haq - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40891xxxx0	abc*@u.com
Huffman, Ross	1021 Blossom Hill Rd, San Jose, CA 95123	40896xxxx3	acc***************@w*******.com
The Mendoza Group	750 University Ave, Los Gatos, CA 95032	66949xxxx1	abc**@r***.com
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com
Sotelo, Ken	1021 Blossom Hill Rd, San Jose, CA 95123	40876xxxx6	acc***************@w*******.com
Troy Okumura - Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Kashmir Tax & Business Services	248 S Hillview Dr, Milpitas, CA 95035	40827xxxx6		4.4	31
Royal Alliance-DPC Fin Plning	Serving theSan Jose Area	40826xxxx6	joh@y****************.com
Pruneyard Financial Group	51 East Campbell Ave Ste 140 Campbell, CA 95008	40837xxxx4	hel@r********.com			5	4
Fidelity Investments	398 W El Camino Real Sunnyvale, CA 94087	40873xxxx0	a61**@f*****.com	3.7	26	2.7	33			319987
CD Tax & Bookkeeping Service	1262 E Hamilton Ave Ste B Campbell, CA 95008	40837xxxx0	chr@c****.com			3.9	7
Blue Water Credit	111 N Market St Ste 374 San Jose, CA 95113	40876xxxx6	apr@b************.com			4.6	7	5	12	334	27	356
Klink, Judy	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx8	ale********@m.com
Transamerica	15681 Poppy Ln, Monte Sereno, CA 95030	40839xxxx3
Cheng David Financial Services	1475 S Bascom Ave, Campbell, CA 95008	40836xxxx8
Armstrong Retirement Planning	19925 Stevens Creek Blvd, Cupertino, CA 95014	40825xxxx7	bob@a****************.com
Sabic, Rafael, AGT	10381 S De Anza Blvd, Cupertino, CA 95014	40836xxxx4	ale**********@u***.com
Hovav Tax	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40832xxxx4
Baycal Financial Corp	1982 Zanker Rd, San Jose, CA 95112	40845xxxx8	ada********@b************.com
Houghton Financial Corp	3150 Almaden Expy, San Jose, CA 95118	40897xxxx0
Bill Oakes EA,CFP(r)	1314 Addiewell Pl, San Jose, CA 95120	40892xxxx1
Daugavietis, Matthew, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx4	ame****************@a*.com									134000
Pfn Investments	4020 Moorpark Ave Ste 216, San Jose, CA 95117	40867xxxx0
Josh Bryan Payne: Primerica - Financial Services	3031 Tisch Way, San Jose, CA 95128	40829xxxx2	ali***********@p******.com							150036	3968	163000
Elan, Asaph	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com	3.8	10
Fulton, Mitchell	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Kln Financial Group	5150 Graves Ave Ste 8A, San Jose, CA 95129	40886xxxx1	ken@k***.com
Bonnie Li Accounting & Tax Service	800 West El Camino Real Ste 180 Mountain View, CA 94040	40896xxxx0	b.l@b*******.com			4.8	37					19
Jung, Peter	1700 Winchester Blvd, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Elevate Financial Solutions, LLC	1275 S Winchester Blvd, San Jose, CA 95128	40889xxxx3	con**@e******.com
S M Capital Investment	5305 Gerine Blossom Dr, San Jose, CA 95123	40825xxxx9
Bailey Monica CPA	5450 Thornwood Dr Ste O, San Jose, CA 95123	40822xxxx1
Steele, Brad	1021 Blossom Hill Rd, San Jose, CA 95123	51029xxxx3	acc***************@w*******.com
Nack Duane	1999 S Bascom Ave Ste 470, Campbell, CA 95008	83180xxxx2	dns***@a*.com
MMM Investments Unlimited	1045 N 7th St, San Jose, CA 95112	40828xxxx8
Computax Services - Santa Clara	1765 Scott Blvd Ste 123 Santa Clara, CA 95050	40832xxxx6		4.1	13	4.6	32
Best Financial & Management Co	1601 S De Anza Blvd, Cupertino, CA 95014	40836xxxx8	joh@s**********.com
C & C Funding Assoc	2264 Faircrest Dr, San Jose, CA 95124	40836xxxx0
Towne Advisory Services	1165 Lincoln Ave #8730, San Jose, CA 95155	40880xxxx9	bto*@t**********.com	5	1
Edward Jones - Financial Advisor: Christina Biagi, AAMS™\|CRPC™	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							87358		99000
Financial Advisors U.S. Bancorp Investments	1998 S Bascom Ave, Campbell, CA 95008	40855xxxx5	aar**********@u***.com							345311	5615	347000
Lang, Kevin, AGT	1700 Winchester Blvd, Campbell, CA 95008	40855xxxx5	ame****************@a*.com							132657		134000
Business and Consumer Capital Advisors	99 Almaden Blvd Ste 600, San Jose, CA 95113	40823xxxx0	aat***@e***********.com
Wu, Paul	1021 Blossom Hill Rd, San Jose, CA 95123	40870xxxx1	acc***************@w*******.com
Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	aal*****@m**********.com							113356	3100	131000
Gummow Investments	683 N King Rd, San Jose, CA 95133	40827xxxx9
Securities America Inc	4000 Moorpark Ave, San Jose, CA 95117	40855xxxx5
Charles Schwab	11111 N Wolfe Rd, Cupertino, CA 95014	80066xxxx8	aar******@s***.com
Mei Yvonne Insurance Services	2099 Gold St, Alviso, CA 95002	40894xxxx5
Tice Christian S	4950 Hamilton Ave, San Jose, CA 95130	40837xxxx0
The Noesis Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx7	acm*********@m**********.com
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Barbara Doherty	164 Main St Suite 202 Los Altos, CA 94022	65025xxxx4	bar**@d**********.com		352	4.8	29
Primerica	830 Stewart Dr Ste 263, Sunnyvale, CA 94085	40864xxxx0
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Smith, Lyle, CFP	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ali************@m.com
Denise Wong, Leann	50 W San Fernando St, San Jose, CA 95113	40869xxxx3	acc***************@w*******.com
Transitions Wealth Advisors	1100 Lincoln Ave #241, San Jose, CA 95125	40835xxxx2	jsm*@t**********************.com	5	1
Area Financial Services	52 S Park Victoria Dr, Milpitas, CA 95035	40894xxxx6
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98514	1627	99000
Securities America Inc	160 W Santa Clara St, San Jose, CA 95113	40879xxxx4	aad******@s**************.com
Li, Di	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx4	ale********@m.com
Tom Cochran - BancWest Investment Services Wealth Financial Advisor	3081 McKee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40844	177	41000
Cec Capital Management	2635 N 1st St, San Jose, CA 95134	40843xxxx5
Alpha B Tax & Bookkeeping Services	5201 Great America Pkwy Ste 320, PMB 224 Santa Clara, CA 95054	40873xxxx0	adm@u***************.com	5	102	5	161				195	392
ePlanet Capital Advisors US, Inc	99 Almaden Blvd, San Jose, CA 95113	40823xxxx0	aat***@e***********.com
Fj De La Cruz Investmnts	12 S 1st St Ste 708, San Jose, CA 95113	40828xxxx1
Almaden Financial Group	1610 Blossom Hill Rd, San Jose, CA 95124	40872xxxx0	alm***********@p****.net
Wells Fargo Advisors	1 S Milpitas Blvd, Milpitas, CA 95035	40858xxxx2
Raymond Regala - Financial Advisor, Ameriprise Financial Services	333 W Santa Clara St, San Jose, CA 95113	40855xxxx0	dns***@a*.com
Farkouh, David, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx2	ame****************@a*.com							132657		134000
Falcon Wealth Planning	2570 N First St Suite 200, San Jose, CA 95131	85596xxxx6	ama*@f*****************.com	4.7	14
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Ameriprise Financial	1 Almaden Blvd Ste 800, San Jose, CA 95113	40828xxxx0	dav*********@a*.com
Michael B Mulvihill Cfp	4030 Moorpark Ave, San Jose, CA 95117	40824xxxx1	dom**@a*********.com	3	2					2995	28	3600
TMC Financing	84 W Santa Clara St, San Jose, CA 95113	41598xxxx5	ada@t**********.com	5	7					802	31	860
Edward Jones - Financial Advisor: Dennis H Laughlin, CFP®\|AAMS™	1165 Lincoln Ave #320, San Jose, CA 95125	40899xxxx5	a.j*******@e********.com							87358		99000
Notary Outlet	4924 Trent Dr San Jose, CA 95124	40883xxxx7	hel@r********.com	5	20	5	8
Zhang, Elaine	50 W San Fernando St, San Jose, CA 95113	40828xxxx7	ale********@m.com
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		169
Thai T. Nguyen, CPA	1900 Camden Ave Ste 201 San Jose, CA 95124	40849xxxx8	c18***************************@s***.wixpress	5	2	4.5	22
Linda Rost’s Better Bookkeepers	90 Great Oaks Blvd, San Jose, CA 95119	40821xxxx4	ale**************@b**************.com			4.6	12			212	2
Tax Goddess	547 Shadow Ct, San Jose, CA 95129	40856xxxx5	tc@t**********.com			2.4	38
Edelman Financial Engines	3945 Freedom Cir Ste 950, Santa Clara, CA 95054	88875xxxx2	aar@e*************.com							18774	23	20000
Bradley Noval - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
Secured Capital Financial	7193 Queensbridge Way, San Jose, CA 95120	40826xxxx0
Gateway Financial Advisors - Brian Lombardo, CFP, CPA	2570 N First St Suite 200, San Jose, CA 95131	40872xxxx0	adm***@g***********.com	5	1
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	hel@f****.com			5	10					111
Kathryn Calderon - Private Client Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40848xxxx3	aab**@b**********.com							98499	1591	99000
Barney Smith	20400 Stevens Creek Blvd Ste 350, Cupertino, CA 95014	40886xxxx0		4.7	3
Fan Asset Management	900 Lafayette St, Santa Clara, CA 95050	40874xxxx2	ste******@f*****.com
TD Ameritrade	19349 Stevens Creek Blvd, Cupertino, CA 95014	40897xxxx0	aam*********@t*********.com	3	10
Dehn, Daryl	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	ale********@m.com
Todd Ferreira - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	62
C Denise Brodersen, CFP, CPWA - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx0	abc*@u.com
Sina Investments	225 W Hamilton Ave, Campbell, CA 95008	40862xxxx5
Ameriprise Financial	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx0	ame****************@a*.com							132663		134000
Edward Jones	16190 Los Gatos Blvd Suite 102, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							88101		101000
B & R Accounting	1900 Camden Ave Ste 204 San Jose, CA 95124	40824xxxx6	bob@b************.com	5	7	4.5	66
Accountyfy	1999 S Bascom Ave Ste 700 Campbell, CA 95008	40849xxxx0	fay@a*********.com			5	7
Johanson Financial Advisors, Inc.	2105 S Bascom Ave Ste 255 Campbell, CA 95008	40840xxxx9	inf@j***************.com	3.5	2	5	1			5398	47	5500
Calonje Donald Income Tax & Bookkeeping Service	1885 The Alameda, San Jose, CA 95126	40861xxxx0
Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com
The Dwyer Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	83144xxxx7	acc********@m**********.com
Guild Mortgage - Brandon Smith	1100 Lincoln Ave Ste 262, San Jose, CA 95125	40889xxxx7	abc*@g**********.com							10685	3658	11000
First Franklin Financial	2150 N 1st St Ste 600, San Jose, CA 95131	40867xxxx0	aam*******@b**********.com							948412		29
Onstead, R Sheldon	1520 The Alameda Ste 120, San Jose, CA 95126	40828xxxx0
Money Concepts	1289 S Park Victoria Dr, Milpitas, CA 95035	40894xxxx8	a@m************.com
Eric Han - Financial Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx9	dns***@a*.com
Ami Shah CPA	2570 N First St Ste 200 San Jose, CA 95131	40854xxxx9	adm@a***.com			4.5	31
Embarcadero Capital Partners	99 Almaden Blvd, San Jose, CA 95113	40897xxxx4
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							201	4	203
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7	rbc*******@r.com
Fountain Strategies	3168 Kawalker Ln, San Jose, CA 95127	40839xxxx9
G S Financial Service	3150 Almaden Expy, San Jose, CA 95118	40897xxxx0
Liberty Tax	1335 S Bascom Ave Ste B San Jose, CA 95128	40871xxxx6	aar*@l*******.com			4	26			105575	14216	105000
C-J Advisory	2060 The Alameda, San Jose, CA 95126	40834xxxx0	ach@s*************.com		46					152	6	160
Result	1551 Mccarthy Blvd, Milpitas, CA 95035	40852xxxx5	ann***@g**.com	4.5	30					1002		1000
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
SCORE Mentors Silicon Valley	234 E Gish Rd Ste 100, San Jose, CA 95112	40845xxxx7	bob******@s****.org
Ngoc Tran, CPA	2005 De La Cruz Blvd Ste 275 Santa Clara, CA 95050	40870xxxx6	ngo*****@o****.com			4.8	34
Credit Repair Bay Area	1172 Murphy Ave, San Jose, CA 95131	40829xxxx0	eli@c***********.com
Emily Van Hoorickx - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	ale*****@u.com
Chan CPA & Company	1885 S Winchester Blvd Ste 200 Campbell, CA 95008	40835xxxx1	bon*@c****.com			4.3	13					92
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Triplett Financial & Insurance Services	1731 Technology Dr Ste 530, San Jose, CA 95110	40845xxxx1	inf@b************.net
Saso, Salvatore	50 W San Fernando St, San Jose, CA 95113	40828xxxx2	ale********@m.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com		11
Merrill Lynch Financial Advisor Vivek V Thoppay	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx9	ale********@m.com
Caliber Home Loans	100 N Milpitas Blvd, Milpitas, CA 95035	40879xxxx4	aar@c*************.com
RD'S Tax and Financial Strategies	3190 S Bascom Ave, San Jose, CA 95124	40887xxxx1	cal*@r***.com							586636		760000
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Dianne Lynch - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx3	dal***********@a*.com
Wells Fargo Advisors	7270 Bollinger Rd, San Jose, CA 95129	40872xxxx3
Rogers Investment Advisors	2975 Bowers Ave Ste 107, Santa Clara, CA 95051	40856xxxx1	tim@r*************.com
Mobius Financial Network	3033 Moorpark Ave Ste 22, San Jose, CA 95128	40821xxxx7
National Debt Relief Company	2230 Quimby Rd, San Jose, CA 95122	40852xxxx0	52a***********************************@w***************.com
Bradley Noval - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	bno*@a*.com
AMC Taxes Svc	2635 Cunningham Ave, San Jose, CA 95148	40825xxxx0	alf**@a***********.com	4	97
American Brokerage Inc	3410 Monterey Hwy, San Jose, CA 95111	40836xxxx8		4.2	5
Lpl Financial	1803 Nomark Ct, San Jose, CA 95125	40889xxxx0	aar******@l.com								238	21000
Durrani CPA Services	42514 Albrae St, Fremont, CA 94538	51059xxxx6	haj*@d*******.com	5	6	5	10					149
Carpeneti, James, LO	1100 Lincoln Ave, San Jose, CA 95125	40883xxxx5	abc*@g**********.com							10507	2952
Allied Financial Network	3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117	40825xxxx9	joh@a********************.com			4.6	9
Cambridge Investment Research	San Jose, CA 95110	40897xxxx0	bra*******@s**.com
Pricewaterhouse Coopers	488 Almaden Blvd, San Jose, CA 95110	40829xxxx0	abd**@p.com								79	63000
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Klingbeil Capital Management	1800 Stokes St, San Jose, CA 95126	40889xxxx9	cre*********@n*******.com	4.1	18					61	269	70
Ira Center	2542 S Bascom Ave Ste 100, Campbell, CA 95008	40897xxxx0
Chen, Kevin	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com
Holland & Associates	2479 E Bayshore Rd Ste 250 Palo Alto, CA 94303	65032xxxx0	cri********@h********.com		47	4.1	9
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							5397	47	5500
CEFCU	670 Lincoln Ave, San Jose, CA 95125	40895xxxx0	a@c****.com	4.2	28
Quan, Derek	1021 Blossom Hill Rd, San Jose, CA 95123	65021xxxx9	aar*******@w*******.com
MLP Tax & Financial Services Inc	101 Metro Dr # 650, San Jose, CA 95110	40845xxxx0	aha***@m*********.com	5	1
Raymond James	150 Almaden Blvd, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com
Henning, Andrew	1919 S Bascom Ave, Campbell, CA 95008	91653xxxx9	all*******@a***.usbank							345501	5380	348000
SJ Accounting Consulting, CPA CFP	1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035		c18***************************@s***.wixpress	5	5	4.8	37
Edward Jones - Financial Adviser: Tom Coombs	1625 The Alameda Ste 601, San Jose, CA 95126	40829xxxx8	a.j*******@e********.com							83507
Carlton Pace - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
VOYA Financial Advisiors	1275 S Winchester Blvd, San Jose, CA 95128	40824xxxx2	inf@b***************.com
Davalos Financial Advisors of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com
Spiros Kabitsis - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Alexandrew EE Group Inc	1613 S Main St, Milpitas, CA 95035	40894xxxx8
Compt Financial Consulting LLC	177 Park Ave, San Jose, CA 95113	80036xxxx9
Pete Edwards & Associates	4820 Harwood Rd Ste 130, San Jose, CA 95124	40872xxxx0
David Kirst, CPA	42027 Boscell Rd, Fremont, CA 94538	40883xxxx1	c18***************************@s***.wixpress			4.6	10
Global Financial Manage Inc	2471 Autumnvale Dr, San Jose, CA 95131	40858xxxx0
Rakhi Israni	48926 Ebony Ter, Fremont, CA 94539	51057xxxx2
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							14763		16000
Wells Fargo Advisors	2792 Homestead Rd, Santa Clara, CA 95051	40827xxxx6
Wells Fargo Advisors	550 S Winchester Blvd Ste 601, San Jose, CA 95128	40824xxxx0	abc*@w***************.com							188036		189000
Trike Financial	16548 Oleander Ave, Los Gatos, CA 95032	40882xxxx6	ton@t************.com			5	7
Ameriprise Financial	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	ame****************@a*.com							132650		134000
Frank, Rimerman + Co. LLP	60 S Market St Ste 500 San Jose, CA 95113	40827xxxx6	aa@f************.com			1	1
Richard Woo - Financial Advisor, Ameriprise Financial Services	2542 S Bascom Ave Ste 135, Campbell, CA 95008	40855xxxx8	dns***@a*.com
Prosper Bookkeeping	Sunnyvale, CA 94085	65066xxxx3				5	29
Ubaldi, Nancy, AGT	355 Santana Row, San Jose, CA 95128	40828xxxx8	acc*************@u.com
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40880xxxx7	gle******@c*************.com							153	3	145
Honosutomo, Lucie	99 Almaden Blvd, San Jose, CA 95113	40894xxxx4	rbc*******@r.com							14640		16000
Verax Financial Svc	538 Coe Ave, San Jose, CA 95125	40829xxxx0
Financial Oxygen Inc	4620 Fortran Dr Ste 101, San Jose, CA 95134	92547xxxx2	car**@f************.com
Merrill Lynch Financial Advisor Daryl W Dehn	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx0	aar********@s***.com
Ted Moorhead - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	ted*******@r.com
Investy Financial Services	919 Story Rd #1200, San Jose, CA 95122	40885xxxx8	inf@i*******.com	5	20
Better Credit USA	745 Distel Dr Ste 118 Los Altos, CA 94022	40865xxxx5	inf@b*****************.com	4.7	12	4.3	13					915
Pollack Investments	855 Civic Center Dr, Santa Clara, CA 95050	40824xxxx4
Elina Brusilovsky, CPA	950 Tower Ln Ste 110 Foster City, CA 94404	65083xxxx8	inf@g*****.com			5	53
Fleming, Shayne	50 W San Fernando St, San Jose, CA 95113	40828xxxx9	ale********@m.com
Philip Investments Inc.	447 S 7th St, San Jose, CA 95112	65077xxxx0
Shan, Mengxiao	50 W San Fernando St, San Jose, CA 95113	40826xxxx0	ale********@m.com
Guiding Star Consulting	Serving theSan Jose Area	40822xxxx8
D W Investments	2021 The Alameda Ste 130, San Jose, CA 95126	40898xxxx6
Silicon Valley Capital Partner	1731 Technology Dr, San Jose, CA 95110	40857xxxx2	chr@s*.com
Animo Advisors-Ameriprise Financial Services	3945 Freedom Cir, Santa Clara, CA 95054	40833xxxx0	ame***************@e.ameriprise							132652		134000
Edward Jones - Financial Advisor: Jim Knipple	69 Washington St, Santa Clara, CA 95050	40898xxxx9
Wells Fargo Advisors	10260 S De Anza Blvd, Cupertino, CA 95014	40886xxxx0
Special Needs Planning Group	1250 Oakmead Pkwy Ste 210, Sunnyvale, CA 94085	66923xxxx3	inf@s**.org									48
Edward Jones - Financial Advisor: Christopher D Anderson	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Holly Investment Inc	4701 Patrick Henry Dr, Santa Clara, CA 95054	40821xxxx9
Sgc Financial	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0
Pace Funding	750 University Ave Ste 240, Los Gatos, CA 95032	80023xxxx1	cus**********@h*************.com
Pfahnl, Joseph	333 W Santa Clara St, San Jose, CA 95113	40899xxxx4	cpa@p****.com
Raymond James Financial	1570 W San Carlos St, San Jose, CA 95126	40828xxxx7
Byrne Seligman and Company	5101 Great America Pkwy, Santa Clara, CA 95054	65065xxxx3
Skyline Asset Management	121 W Washington Ave, Sunnyvale, CA 94086	40874xxxx7
Thrivent Financial For Lutherans	6066 McAbee Rd, San Jose, CA 95120	40826xxxx6	a.v@t*******.com
Alfa Investment	500 E Calaveras Blvd, Milpitas, CA 95035	40826xxxx8	a**00@a*****.com
Flournoy Wealth Management	1165 Lincoln Ave #330, San Jose, CA 95125	40827xxxx0	xx@f***********************.com	5	1
Sanjiv Gupta, CPA	355 West Olive Ave Ste 108 Sunnyvale, CA 94086	40891xxxx4	inf@s*******.com	3.8	27	4.1	58			726	3
Merrill Lynch Financial Advisor Dahn Lincoln	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx3	ann*******@m.com	5	1
Chinese Abraham Investment Advisor	20111 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx5	inf@c************.com
Chase Bank	410 S Mathilda Ave Sunnyvale, CA 94086	40852xxxx0	acc********@c**.com	3.7	78	2.6	51			942731	5663	37
Valencia Valencia Financial Services	175 Bernal Rd Ste 100, San Jose, CA 95119	40859xxxx2
Merrill Lynch Financial Advisor Brandon Picone	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx1	ban*******************@m.com
3P Equity Partners	3031 Tisch Way Ste 130, San Jose, CA 95128	40898xxxx0	inf@3******.com										5	1
Gavilan Investment	31 Post St, San Jose, CA 95113	40894xxxx2
WisdomSource Wealth Advisory Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							169		169
Wells Fargo Advisors	6465 Almaden Expy, San Jose, CA 95120	40827xxxx8
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5393	47	5500
Han, Eric, AGT	2105 S Bascom Ave, Campbell, CA 95008	40866xxxx7	ame****************@a*.com							132834
Fernanda Aguiar	51 E Campbell Ave Campbell, CA 95008	40886xxxx5	hel@c**************.com	5	13	4.8	18					9
Mason & Mickens Financial Solutions Inc	5201 Great America Pkwy Ste 320, Santa Clara, CA 95054	40822xxxx4
Tax Relief USA	20065 Stevens Creek Blvd, Ste B1 B Cupertino, CA 95014	40853xxxx6	9d0***********************************@w***************.com	4.4	14	4.4	69
Crest Financial Services	2880 Lakeside Dr Ste 100, Santa Clara, CA 95054	40898xxxx8	aar******@l.com								238	21000
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Ameriprise Financial	901 Campisi Way Ste 320, Campbell, CA 95008	40879xxxx5	ame****************@a*.com									134000
Henry Frazier III, Financial Advisor - Eagle Strategies	1731 Technology Dr Ste 400, San Jose, CA 95110	40845xxxx1	a.-***************@n********.com							187	3	186
Wayne Peterson - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40898xxxx7	adm@d*********.com									107
Bettencourt Real Estate Services	1251 Park Ave, San Jose, CA 95126	40827xxxx0	adv******@m********.com	4	4					4044	124	4700
Sunrise TaxPro Services	115 Race St, San Jose, CA 95126	40829xxxx6	tom@s**********.com	4.9	48	5	6
Silicon Valley Investment Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx1	abc*@u.com
Lee, Samuel	1919 S Bascom Ave, Campbell, CA 95008	41537xxxx4	all*******@a***.usbank							345501	5380	348000
Whitaker Financial Services	1276 Lincoln Ave Ste 107, San Jose, CA 95125	40828xxxx0	car*@w*******.com							216	7	203
The Tax Practice	1978 The Alameda, San Jose, CA 95126	40887xxxx9	har*@t********.com			3.7	3
Tahoe Asset Management	19925 Stevens Creek Blvd, Cupertino, CA 95014	40865xxxx7
Minda Cutcher, MBA Inc.	446 Bradley Ave, San Jose, CA 95128	40831xxxx8	min@l*********.net							586650		760000
Caprock	1100 Lincoln Ave Ste 353, San Jose, CA 95125	40862xxxx3	adm@c****.com
Mikkelsmith Consulting	1743 Park Ave, San Jose, CA 95126	40828xxxx0
Li, Sophie, LO	19620 Stevens Creek Blvd, Cupertino, CA 95014	66935xxxx1	aar****@p.com
Peter Gallagher & Associates Hillis Financial Services	333 West Ct, San Jose, CA 95116	40828xxxx5
Monica Bellizzi - Thrivent	6066 Mcabee Rd, San Jose, CA 95120	40826xxxx6	adm@d*********.com
Merrill Lynch Financial Advisor Mengxiao Shan	50 W San Fernando St 16th Floor, San Jose, CA 95113	40826xxxx0	ale********@m.com
Potentia Wealth	1226 Lincoln Ave #200, San Jose, CA 95125	40828xxxx6	ask@p*************.com							356	19	359
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Tak Credit Financial	3275 Stevens Creek Blvd Ste 320 San Jose, CA 95117	41586xxxx7				4.3	6
Daigle Cathy	16463 Los Gatos Blvd, Los Gatos, CA 95032	40882xxxx9	cat@c********.com
O'Connor, Ting, AGT	50 W San Fernando St, San Jose, CA 95113	40891xxxx8	abc*@u.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Adam Ward - Financial Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Global Wealth Partners	1764 The Alameda San Jose, CA 95126	40823xxxx0	ana*@g********************.com		87	1	1					35
Vestnomics Wealth Management	65 W Hamilton Ave, Campbell, CA 95008	40833xxxx0	cra@v*******.com
Regent Wealth Management	1500 E Hamilton Ave, Campbell, CA 95008	40854xxxx6
Mai, Lun, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx6	ame****************@a*.com							132650		134000
Fluent Wealth Partners	1530 The Alameda Ste 115, San Jose, CA 95126	40821xxxx0	jas@f*********.com
Edward Jones	900 Lafayette St Ste 503, Santa Clara, CA 95050	40824xxxx1	a.j*******@e********.com							88103		101000
Mosley, Timothy	50 W San Fernando St, San Jose, CA 95113	40828xxxx1	ale********@m.com
American Express Financial Advisors	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx0
Ion Your Life LLC	3550 Stevens Creek Blvd Ste 340, San Jose, CA 95117	40824xxxx0
Scott McDonald Cfp	1500 E Hamilton Ave, Campbell, CA 95008	40824xxxx5
2350 Mission Investors	2350 Mission College Blvd Suite 365, Santa Clara, CA 95054	40884xxxx2	emc****@s*****.us
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Tom Bruckner - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40821xxxx4	adm@d*********.com
J M G Financial Network	1165 Lincoln Ave Ste 330, San Jose, CA 95125	40827xxxx0	aar******@l.com								238	21000
Lam Steven C CPA	341 Cobalt Way Ste 203 Sunnyvale, CA 94085	40873xxxx2				4.4	20
Heart of the Valley Wealth Advisors - Thrivent	2021 The Alameda STE 140, San Jose, CA 95126	40821xxxx4
R Wood & Associates	3150 Almaden Expy, San Jose, CA 95118	40897xxxx3	mwo@r*************.com
Platinum Retirement Solutions	1101 S Winchester Blvd Ste A109, San Jose, CA 95128	40824xxxx7	inf@p*************************.com									2
Marathon Financial Advisors	5615 Chesbro Ave Ste 120, San Jose, CA 95123	40832xxxx5
Merrill Lynch Financial Advisor Mason McKown	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com
Daniel Lorber: Allstate Insurance	730 E El Camino Real Ste A, Sunnyvale, CA 94087	40877xxxx0
Tan, Jitian	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
JumpStart CPAs	Saratoga, CA 95070	53044xxxx8	11a***********************************@w***************.com			4.6	10
C.L. Tax & Accounting Service	909 Corporate Way Fremont, CA 94539	51051xxxx8	cin************@g**.com	4.6	40	4.4	38			4		7
Ian Sorenson - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	92042xxxx6	abc*****@t*****.com
James Mann - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx4	abc*@u.com
Wells Fargo Advisors	107 E El Camino Real, Sunnyvale, CA 94087	40832xxxx0
Columbia Financial Services	7280 Blue Hill Dr, San Jose, CA 95129	40844xxxx0	adm*****@t.columbia
San Jose Tax Services	639 Tully Rd, San Jose, CA 95111	40829xxxx4				4.2	130
Beacon Pointe Advisors	900 E Hamilton Ave, Campbell, CA 95008	40826xxxx0	aba***@b*********.com
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Golden Key College Planning	621 Tully Rd Suite 229, San Jose, CA 95111	40841xxxx2
Luu, Andre	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx7	ban********@e**.bankofamerica		11
Potentia Wealth	1226 Lincoln Ave, San Jose, CA 95125	40828xxxx6	ask@p*************.com								19	359
Johnson, Derek	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
NF Wealth Management - Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx0	amb*************@a*.com							63	4	62
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Lawrence Accountancy Corporation	1602 The Alameda, San Jose, CA 95126	40828xxxx0	adm@a*****.com
Radtke & Company, CPA	4966 El Camino Real Ste 105 Los Altos, CA 94022	65046xxxx3	c18***************************@s***.wixpress			4.6	32
Silicon Valley Risk Insurance	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ebe@e******.com							1201	42	1200
Timothy Miyakusu, Michael	50 W San Fernando St, San Jose, CA 95113	40864xxxx0	acc***************@w*******.com
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com							35		38
Ngo, Judy, AGT	1525 Mccarthy Blvd, Milpitas, CA 95035	40888xxxx9	hel*******@m********.com									95
Van Hofwegen, Joel, AGT	2105 S Bascom Ave, Campbell, CA 95008	65023xxxx3	dns***@a*.com
Wang Accountancy	28 N 1st St Ste 900 San Jose, CA 95113	40899xxxx8				3.7	3
American Financial Network Corporation	3315 Almaden Expy Ste 33, San Jose, CA 95118	40830xxxx8
AEG Credit	200 Serra Way Ste 46 Milpitas, CA 95035	80046xxxx9				3.7	6
Sunhill Investments	Serving theSan Jose Area	40825xxxx6
MCC Financial	1042 W Hedding St STE 220, San Jose, CA 95126	40826xxxx4		4.6	9
Ameriprise Financial Services Inc	1700 Winchester Blvd, Campbell, CA 95008	40855xxxx5	dns***@a*.com
Polestar Investment Research	155 S White Rd, San Jose, CA 95127	41554xxxx0
Albert Hsia - Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alb********@a*.com
Taxulo	3031 Tisch Way, San Jose, CA 95128	88831xxxx0	han******@t***.com
H&R Block	55 S Market Tower 55 San Jose, CA 95113	40829xxxx7	aab*@h****.com			3.3	20
Primerica	5201 Great America Pkwy Ste 320, Santa Clara, CA 95054	40827xxxx2
Caprock Group Inc	1500 E Hamilton Ave, Campbell, CA 95008	40862xxxx3	ano*****@c****.com
Tax Savers	1777 Hamilton Ave, San Jose, CA 95125	40826xxxx2											1	1
Miller, Joshua D, CFP	591 W Hamilton Ave, Campbell, CA 95008	40837xxxx8	cat***********@a*.com
Deloitte San Jose	225 W Santa Clara St, San Jose, CA 95113	40845xxxx0	aad@d*****.com
Tri Counties Bank - San Jose Commercial Banking Center	1671 The Alameda Ste 205, San Jose, CA 95126	40899xxxx0	ale*******@t*.com							3375	622	3700
Todd Jason Armer - Financial Advisor, Ameriprise Financial Services	1999 S Bascom Ave Ste 700, Campbell, CA 95008	40887xxxx2	dns***@a*.com
Prime Residential Investments Inc	910 Campisi Way, Campbell, CA 95008	40868xxxx0
Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40837xxxx8	cat***********@a*.com
Prinze Capital Group	2211 Junction Ave, San Jose, CA 95131	40871xxxx7
Silicon Valley Credit Repair	7660 Monterey St Ste 202 Gilroy, CA 95020	88872xxxx8	c18***************************@s***.wixpress			4.1	27	4.8	60		321	2800
Financial Journey Partners	101 Metro Dr Suite 264, San Jose, CA 95110	40896xxxx8	ari**@f*************.com	5	3					85		97
Allworth Financial	3190 S Bascom Ave Ste 210, San Jose, CA 95124	40868xxxx8	all**********@a**************.com
Lehrer Management Co.	20400 Stevens Creek Blvd, Cupertino, CA 95014	40899xxxx9	adi@c****.com							816		963
Debbie Mc Kellar - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	deb*************@a*.com							89		91
Young, Barbara	355 Santana Row, San Jose, CA 95128	40828xxxx9	abc*****@u.com
Agrawal, Namrata	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
Mastermind College Funding	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40899xxxx2
J Tjong	2099 Gold St, Alviso, CA 95002	40871xxxx9	con**************@t*********.com	4.2	44					82491	2051	86000
Byrnes, Owen	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx5	ali************@m.com
Block Advisors	6467 Almaden Expy Ste 30 San Jose, CA 95120	40892xxxx3	aar@b**********.com	4.8	52	4.3	12			1557	366
TRM Tax Solutions	39899 Balentine Dr Ste 200 Newark, CA 94560	40868xxxx7	hel@c**************.com	5	5	4.8	26			1782	13	1700
Edward Jones - Financial Advisor: Russell T Case, CFP®\|AAMS™\|CRPC™\|CRPS™	987 University Ave Ste 11, Los Gatos, CA 95032	40835xxxx8	a.j*******@e********.com							88101		101000
Robert Metcalf Income Tax	4947 Bucknall Rd, San Jose, CA 95130	40837xxxx4
Prialta Advisors	1737 N 1st St, San Jose, CA 95112	40843xxxx0
MCG Investment Inc	521 Charcot Ave Ste 157, San Jose, CA 95131	40889xxxx2		4.2	43
Sharafkah, Shawn, AGT	1630 Oakland Rd, San Jose, CA 95131	40842xxxx0	a**00@a*****.com
Holiday Richard Financial Services & Estate Services	996 Minnesota Ave Ste 201, San Jose, CA 95125	40827xxxx9
ING Financial Partners	20432 Silverado Ave, Cupertino, CA 95014	40860xxxx9	dom*@s***.net
Primerica	950 S Bascom Ave Ste 1011, San Jose, CA 95128	40827xxxx2	a.-*****************@p******.com	3.4	21					150120	3971	163000
Golden Trust Financial Corporation	2690 S White Rd, San Jose, CA 95148	40852xxxx2	inf@g*************.com							589	141	600
Benchmark Financial Solutions	595 Park Ave, San Jose, CA 95110	40828xxxx5
Burns, Michael	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx9	ale********@m.com
Golden Bay Investments	2847 S White Rd Ste 209, San Jose, CA 95148	40844xxxx2
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Schamerhorn Financial Group	1322 Space Park Dr, Santa Clara, CA 95054	83287xxxx7
Edward Jones	2280 Lincoln Ave Suite 100, San Jose, CA 95125	40844xxxx6	a.j*******@e********.com							88101		101000
Wells Fargo Advisors	225 W Santa Clara St, San Jose, CA 95113	40894xxxx2	a-w*************@w***************.com							188036		189000	1	1
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx6	abc*@u.com
Petersen & Associates	1901 S Bascom Ave, Campbell, CA 95008	40836xxxx0	ang*********@a**********************.com
Ohara & Associates	1570 The Alameda Ste 217 San Jose, CA 95126	40868xxxx5	dan@o*****************.com			5	1					10
Kristin Shaffer, CPA	1475 S Bascom Ave Ste 212 Campbell, CA 95008	40875xxxx3	cin@s**************.com			4.1	9
Parkhurst, Justin	99 Almaden Blvd, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
American Funding and Financial Corp	150 Almaden Blvd, San Jose, CA 95113	40885xxxx0
Vasona Financial Group	16615 Lark Ave Ste 200, Los Gatos, CA 95032	40835xxxx0
Wells Fargo Advisors	1995 El Camino Real, Santa Clara, CA 95050	40823xxxx0			24
JP Income Tax Solution	1155 Meridian Ave Ste 207 San Jose, CA 95125	40853xxxx8
Catina Investment	1314 Lincoln Ave, San Jose, CA 95125	40888xxxx6
Nationwide Insurance - Pedro Garcia & Co.	1390 S Winchester Blvd Ste B2, San Jose, CA 95128	40838xxxx0
Couture & Nguyen Income Tax & Business Services	1825 Pruneridge Ave #B, Santa Clara, CA 95050	40898xxxx0	joh****@c***********.com
Vu, Hung, AGT	1999 S Bascom Ave, Campbell, CA 95008	40837xxxx8	dns***@a*.com
Simon Consulting Group	6070 Hellyer Ave, San Jose, CA 95138	40822xxxx7
Merrill Lynch Financial Advisor Mitchell Fulton	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx4	ale********@m.com
MLP Tax & Financial	101 Metro Dr, San Jose, CA 95110	40845xxxx5	aha***@m*********.com
United Capital Group	75 S Milpitas Blvd Ste 210, Milpitas, CA 95035	40871xxxx0
Galat Sharon MS Tax Ea	1054 S De Anza Blvd, San Jose, CA 95129	40899xxxx0
Legacy Wealth Advisors	2001 Gateway Pl, San Jose, CA 95110	40845xxxx0	ed@l*****.com
S4 Capital	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0			11
Hynek Financial Adviser's	333 W Santa Clara St # 606, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Stasiak Ronald	51 E Campbell Ave, Campbell, CA 95008	40837xxxx0	ame****************@a*.com
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com	5	2
Hsu, Martin	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx0	ale********@m.com
Alliance Investment	5201 Great America Pkwy, Santa Clara, CA 95054	40852xxxx9	abb*****@i*****.com
Qi Zhang, Financial Professional - New York Life	25 Metro Dr Ste 300, San Jose, CA 95110	40845xxxx0	aab*******@f.newyorklife
Nguyen, Tom	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
SG Inc CPA	428 S Main St, Milpitas, CA 95035	40894xxxx0	aan**@s*****.com	4.1	17	3.4	20			3755	30	3700
Warthen, C	50 W San Fernando St, San Jose, CA 95113	40828xxxx3	ale********@m.com
Fornine Investment Co	2377 Senter Rd, San Jose, CA 95112	40829xxxx5
Tesoro Financial Group	607 N 1st St, San Jose, CA 95112	40881xxxx3	jav*******@f***********.com		223	5	1
James Patrick Kirwan - Financial Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx9	dns***@a*.com
Ubs	50 W San Fernando St Fl 8, San Jose, CA 95113	40828xxxx0	aar*****@u.com							230155		243000
First Tax & Financial	478 E Santa Clara St, San Jose, CA 95112	40829xxxx5
Ameriprise Financial Services, Inc.	1919 S Bascom Ave Ste 100, Campbell, CA 95008	40896xxxx0
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Yoshihara Financial Group	161 Jackson St Ste 210, San Jose, CA 95112	40828xxxx0
Edward Chiang, CPA	2007 W Hedding St Ste 209 San Jose, CA 95128	40824xxxx2				4.2	13
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx7	arn********@a*.com							93		97
Diaz-Christians Accountancy	1290 Scott Blvd, Santa Clara, CA 95050	40855xxxx4	dct@d************.com	5	9	4.7	30					81
Venture CFO, a CPA and Consulting Firm	Serving theSan Jose Area	40899xxxx0	amb*******@i***.com
Chamberlain Financial Planning & Wealth Management	644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030	80034xxxx0				5	1
Southwest Expressway Investors	1540 Southwest Expy, San Jose, CA 95126	40829xxxx9
Valerie Nguyen-Private Client Advisor	50 W San Fernando St, San Jose, CA 95113	40831xxxx1	aab**@b**********.com							40892	181	41000
Raymond James Financial	3031 Tisch Way Ste 508, San Jose, CA 95128	40864xxxx6	aar**********@r*********.com							17507		18000
Son Nguyen CPA	969 Story Rd Ste 6021 San Jose, CA 95122	40829xxxx8		2.5	19	1.7	42
Todd Ferreira - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	amb**************@a*.com							63	4	62
Vera Business & Tax Services	111 W Saint John St, San Jose, CA 95113	40856xxxx2	abh**@v****.com
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services	920 Saratoga Ave Ste 105C, San Jose, CA 95129	40849xxxx9	dns***@a*.com							49		50
Tax Offices of KBLAA	2266 Senter Rd Ste 146 San Jose, CA 95112	40843xxxx9	inf@k***.com	2.3	6	3	7
Quang T. Phan - Raymond James	333 W San Carlos St, San Jose, CA 95110	40853xxxx8	aar**********@r*********.com
Jain, Anshu	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx7	ale********@m.com		11
Platinum Investment Partners	6155 Almaden Expy Ste 100, San Jose, CA 95120	40826xxxx7	b.r***@p*****.com								25	14
Andrade Tax Service	1565 Alum Rock Ave, San Jose, CA 95116	40827xxxx2	con**@s*******.com	3.7	3	4.4	11
Lawton, Ann	Los Gatos, CA 95032	40835xxxx5
Shahhosseini, Ali	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com		11
CW Capital	4960 Almaden Expy, San Jose, CA 95118	40899xxxx5
TaxMasters	3550 Stevens Creek Blvd Ste 330, San Jose, CA 95117	40823xxxx4
David Tozer Certified Fina Ncia Planner	1610 Blossom Hill Rd, San Jose, CA 95124	40826xxxx0
Citi Pwm	1096 Blossom Hill Rd, San Jose, CA 95123	40826xxxx9	aak********@c*****.com	3.9	23
ANIMO ADVISORS - Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	ale**********@a*.com
Danny Nguyen Corporation	1221 Story Rd, San Jose, CA 95122	40829xxxx5
Darren Bado - Associate Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Tax Deferral Strategies	3031 Tisch Way Ste 901 San Jose, CA 95128	40826xxxx6	car@d******.com			5	1					267
A1 Immigration & Travels	500 Amalfi Lp Milpitas, CA 95035	40864xxxx5
Safety Verified Financial Service	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx5
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	34					165
Platinum Investment Partners Inc	5540 Almaden Expy, San Jose, CA 95118	40826xxxx7	b.r***@p*****.com								25
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
David Gambelin - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx1	acc********@m**********.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Kevin Lee & Associates	2099 Gold St, Alviso, CA 95002	40858xxxx5
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress									235
Citi PWM	2189 Quimby Rd, San Jose, CA 95122	40853xxxx5	aak********@c*****.com	3.2	25
Unchained Financial Services	410 E Santa Clara St Unit #558, San Jose, CA 95113		inf@u*********.com	5	1					1158	23	1100
Srs Financial Services	2114 Senter Rd, San Jose, CA 95112	40856xxxx3	con**************@t*********.com							82488	2051	86000
Wells Fargo Advisors	1715 Landess Ave, Milpitas, CA 95035	40858xxxx6
Lloyd, William	50 W San Fernando St, San Jose, CA 95113	40828xxxx6	ale********@m.com	2.7	16
Quest Financial Group	2900 Gordon Ave Ste 100, Santa Clara, CA 95051	40873xxxx8
L & A	30 Union Ave, Campbell, CA 95008	40837xxxx1	ame****************@a*.com							132688		134000
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Thanh Tin Financial Services	3501 Thomas Rd, Santa Clara, CA 95054	40872xxxx7											1	2
Sanjiv Gupta, CPA	4075 Evergreen Village Sq Ste 220 San Jose, CA 95135	40820xxxx2	inf@s*******.com	3	2	4.2	10
Capital Planning Partners	1 Almaden Blvd Ste 610, San Jose, CA 95113	40899xxxx3	inf@d************.com
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com								47	5500
Robinson, Jieming, LO	19620 Stevens Creek Blvd, Cupertino, CA 95014	40837xxxx1	aar****@p.com
Pace, Carlton, CFP	99 Almaden Blvd, San Jose, CA 95113	40894xxxx2	car*******@r.com
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18
Global Properties & Financial	2670 S White Rd, San Jose, CA 95148	40827xxxx0
Laura Jarrell-Morgan Stanley	225 W Santa Clara St, San Jose, CA 95113	40894xxxx1	acm*********@m**********.com
Financial Advisors U.S. Bancorp Investments	2875 The Villages Pkwy, San Jose, CA 95135	40822xxxx1	aar**********@u***.com							345311	5615	347000
Financial Partners	224 Airport Pkwy, San Jose, CA 95110	65032xxxx8	inf@t************.com
Valey Tax and Financial Services Inc	4340 Almaden Expy Ste 132, San Jose, CA 95118	40872xxxx0
Thrivent Financial	2797 Park Ave, Santa Clara, CA 95050	40824xxxx5	a.v@t*******.com
Harshad Shah Financial Service	2690 S White Rd, San Jose, CA 95148	40823xxxx0	inf@m*************.com
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		166
Delgado & Associates	18625 Sutter Blvd Ste 400 Morgan Hill, CA 95037	40837xxxx0	joh@t****.net	5	4	4.4	13
Securities America Sure Tax Consultants	1530 Meridian Ave, San Jose, CA 95125	40897xxxx0	aad******@s**************.com							2996	28	3600
GALLINA LLP	60 S Market St Ste 1550, San Jose, CA 95113	40829xxxx5	aa@g******.com
Heckman Financial & Insurance Services Inc-HFIS	333 W Santa Clara St 6th Floor, San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7						100
Global Properties & Financial Services Inc	2053 Wendover Ln, San Jose, CA 95121	40827xxxx0
Casey Galdieri - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	41524xxxx2	ake@b*******.com			4.7	15
Wells Fargo Advisors	191 Branham Ln, San Jose, CA 95136	40836xxxx1
Wells Fargo Private Bank	225 W Santa Clara St Ste 1400, San Jose, CA 95113	40894xxxx0	aar********@w*******.com							153810		11
Mehta Financial Services	544 Valley Way, Milpitas, CA 95035	40894xxxx0	bha*@m***************.com
Post Risk Management	1777 Hamilton Ave, San Jose, CA 95125	40844xxxx8
Land Home Financial Services	2670 S White Rd, San Jose, CA 95148	40822xxxx0	ali********@l*.com							4500	803	4800
Henry Hormozian Financial Service	6475 Camden Ave, San Jose, CA 95120	40867xxxx0	inf@h*****************.com
Lisa C Silva, CPA/PFS - Taxes By Design	15325 Calle Enrique Ste 1 Morgan Hill, CA 95037	66925xxxx0		4.7	13	5	12
Solutions Wealth Management	1777 Hamilton Ave #1040, San Jose, CA 95125	40862xxxx8	jon********@l.com
McAtee, Barbara L, CFP	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	bar***********@a*.com
Peter Jung - Financial Advisor, Ameriprise Financial Services	1700 Winchester Blvd Ste 103, Campbell, CA 95008	40855xxxx3	dns***@a*.com
Young & Lucero Wealth Consulting Group - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Investmart of Silicon Valley	55 Almaden Blvd, San Jose, CA 95113	40829xxxx0
SageView Advisory Group	2570 N First St Suite 200, San Jose, CA 95131	40834xxxx0	ach@s*************.com	5	1
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx4	dns***@a*.com		6					16		20
Silicon Valley Tax and Accounting	20111 Stevens Creek Blvd Ste 270 Cupertino, CA 95014	40849xxxx6	inf@s****.com			3.2	31
Clarissa Ramos - Associate Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ada****************@a*.com
Compt Financial Consulting LLC	177 Park Avenue San Jose CA 95113, San Jose, CA 95113	80036xxxx9	inf@c***.co
Adriaan Financial Associates	19925 Stevens Creek Blvd, Cupertino, CA 95014	40820xxxx6	ald@a*********.com
Yeh, Michelle	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Firsthand Capital Management	101 Park Center Plz, San Jose, CA 95113	40829xxxx0	mir***@f*********.com
Thomas Woodell - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx6	dns***@a*.com
Kelly C Lee - Financial Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
PRP Consulting Group	326 S Abel St, Milpitas, CA 95035	62823xxxx8	inf@p********.com
Cheung & Chu CPA	20111 Stevens Creek Blvd, Cupertino, CA 95014	40821xxxx1
Lavante Inc	5285 Hellyer Ave, San Jose, CA 95138	40899xxxx8	bet********@l****.com
MORE MONEY FINANCIAL ADVISORY	5691 Tucson Dr Apt 4, San Jose, CA 95118	40828xxxx5
Ann G Chiang, CPA	111 N Market St, Ste 100, San Jose, CA 95126	40839xxxx8	ann@c********.com			1	1
Primerica	90 Great Oaks Blvd, San Jose, CA 95119	40822xxxx0	a.-*****************@p******.com
Phil Nguyen - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	amb**************@a*.com							63	4	62
KPGCPA Financial Services Inc.	390 Spar Ave Ste 101, San Jose, CA 95117	40847xxxx3	inf@k****.net
Gray, Lauren	50 W San Fernando St, San Jose, CA 95113	40828xxxx4	ale********@m.com
Cumulus Financial Group	900 E Hamilton Ave, Campbell, CA 95008	40882xxxx9	use@c**************.com										5	1
Wells Fargo Advisors	50 W San Francisco St, San Jose, CA 95113	40828xxxx0	ann***************@w***************.com							188036		189000
One Wealth Management	2150 N First St Suite 500, San Jose, CA 95131	40848xxxx0	aak*@o**********.com								80	355
Liberty Tax	5510 Almaden Expy, San Jose, CA 95118	40897xxxx0	aar*@l*******.com	4.9	213	4.5	101			105718	14089	106000
Tower Accounting	3435 Blue Mountain Dr, San Jose, CA 95127	40892xxxx6	nef**@q**************.com
J Kenneth Palmer, CFP	1250 Aviation Ave Ste 260, San Jose, CA 95110	40888xxxx0
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	34
Coast Financial Services, Inc.	4340 Stevens Creek Blvd Ste 161, San Jose, CA 95129	40899xxxx5	ada@c********************.com							21		24
Pace Wealth Management Group	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
AAlpha And Omega Tax Service	San Jose, CA 95113	40888xxxx2	ana*@g**.com			5	26
La Fosse Asset Management	812 Pollard Rd, Los Gatos, CA 95032	40837xxxx7	abh***@m********.com							4045	124	4700
Fireside Financial Planning	1975 Hamilton Ave Ste 6A San Jose, CA 95125	40837xxxx1	cb.*******@g**.com			5	2
Advanced Financial Network	3750 Mckee Rd, San Jose, CA 95127	40892xxxx1	ami@a**.com							171815		185000
True Arrow Capital	4320 Stevens Creek Blvd, San Jose, CA 95129	40856xxxx8
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
William A Corbin - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx4	acc********@m**********.com
Ap Children Investment	855 Tasman Dr, Milpitas, CA 95035	40843xxxx0
Credit Repair Bay Area	1172 Murphy Ave Ste 208 San Jose, CA 95131	40829xxxx0				4.7	13
Jason Silva - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
John Plaza	835 Blossom Hill Rd Ste 220, San Jose, CA 95123	40844xxxx0	inf@f*********.com							84		115	5	1
Quantum Capital Fund	2350 Mission College Blvd, Santa Clara, CA 95054	40851xxxx0
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 W Santa Clara St UNIT 1600, San Jose, CA 95113	40896xxxx5	dns***@a*.com	5	1
Carol Hack - Thrivent	1515 Meridian Ave Ste 201, San Jose, CA 95125	40848xxxx9	adm@d*********.com
Wayne Loi - Wealth Financial Advisor	50 W San Fernando St Suite 425, San Jose, CA 95113	40849xxxx6	3d@b************.com					3.2	1063	98496	1593	99000
Freedom Equity Group	1500 E Hamilton Ave, Campbell, CA 95008	40834xxxx2
Oakhurst Financial	1059 Fremont Ave Los Altos, CA 94024	40821xxxx3	jer@o**************.com			5	5
Investment House LLC	1515 Lincoln Ave, San Jose, CA 95125	40828xxxx3	joa*@y****************.com
DJM Capital	60 S Market St, San Jose, CA 95113	40827xxxx6	afu*@d*******.com
CFG Wealth Management	2130 The Alameda, San Jose, CA 95126	85855xxxx0	ale********@c***.com
Wells Fargo Advisors	130 Blossom Hill Rd, San Jose, CA 95123	40857xxxx1
Ameriprise Financial	50 W San Fernando St, San Jose, CA 95113	40828xxxx8	ame****************@a*.com							132650		134000
Primerica	1425 Koll Cir, San Jose, CA 95112	40843xxxx8
Morgan Stanley Financial Advisors	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com	5	1
Rita Rothstein - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx1	acm*********@m**********.com
Stratys Consulting	360 S Kiely Blvd Ste 250 San Jose, CA 95129	40855xxxx0	che******@s**************.com			5	6					187
BASH Luxuries	San Jose, CA 95134	65045xxxx6
Ambar Financial Grp	2242 Camden Ave, San Jose, CA 95124	40837xxxx0
Kotov, Dimitar, AGT	1999 S Bascom Ave, Campbell, CA 95008	40887xxxx7	ame****************@a*.com									134000
Michael Garber Financial Planning	111 N Market St Ste 300, San Jose, CA 95113	40845xxxx8	853***********************************@w***************.com
Stasiak Ronald	1999 S Bascom Ave, Campbell, CA 95008	40862xxxx8	ame****************@a*.com									134000
ANIMO ADVISORS - Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com
Tran, Sandy	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com		11
Patricia A. Beckwith, CPA	4630 Soquel Dr Ste 3 Soquel, CA 95073	83166xxxx5	Inf@s**********.com	4.7	6	5	12
Manu, Sandy, CFP	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx4	ale********@m.com
Ainsley Capital Management	43 Harrison Ave, Campbell, CA 95008	40851xxxx3
Declaration Services	2025 Gateway Pl Ste 228, San Jose, CA 95110	40845xxxx0	cae**@d****************.com
Huang, Ricky, MLO	3920 Rivermark Plz, Santa Clara, CA 95054	40830xxxx2	acc***************@w*******.com
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Philip J. Cunningham - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx6	acm*********@m**********.com
Wang Jeff	1731 Technology Dr, San Jose, CA 95110	40850xxxx5	jor*@i************.com
Jianyi Investment Development Inc	4633 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx9
Juan Reyes, CPA - Books To Scale	2110 K St Ste 115 Sacramento, CA 95816	20996xxxx3	jua@b**********.com	5	3	5	8
Natalie Qiu & Associates, An Accountancy Corporation	2025 Gateway Pl Ste 110, San Jose, CA 95110	40832xxxx2
SES Credit Repair	1313 N Milpitas Blvd Ste 130 Milpitas, CA 95035	40882xxxx0				4.2	5
Callan and Lindahl Wealth Management	1100 Lincoln Ave, San Jose, CA 95125	40828xxxx0	gre**********@l.com
Wells Fargo Advisors	3920 Rivermark Plz, Santa Clara, CA 95054	40833xxxx0
Frontier Financial Service	3081 Brandywine Dr, San Jose, CA 95121	40827xxxx0	inf@f*******************.com									34
Raymond James	51 E Campbell Ave Unit 109, Campbell, CA 95009	40837xxxx0	con**@a********.com
Haq, Mark, AGT	355 Santana Row, San Jose, CA 95128	40891xxxx0	abc*****@u.com
Primerica	3350 Scott Blvd, Santa Clara, CA 95054	40898xxxx0	a.-*****************@p******.com								3962	163000
Chen, James, MLO	19620 Stevens Creek Blvd, Cupertino, CA 95014	40849xxxx2	abc*****@p.com
Von Baron Wealth Management	174 N 14th St, San Jose, CA 95112	40888xxxx0	inf@v********.com
Troy Beck - Thrivent	2021 The Alameda Ste 140, San Jose, CA 95126	40821xxxx4	adm@d*********.com
Diwakar Taxes	2332 Walsh Ave, Santa Clara, CA 95051	40824xxxx5	ami@d**********.com	3.6	109	4.3	181
Vergara, Angela	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx9	ale********@m.com
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	wms********@r.com							14763		16000
David A Heiman - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx2	acm*********@m**********.com
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	41			582	9	579
Tehrani, Ahmad, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx4	ame****************@a*.com							132650		134000
Eric Susantio - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx6	abc*@u.com
David Lucas - Raymond James	333 W San Carlos St, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	62830xxxx4	ale****@f****.com	4.8	53	4.8	154					1100
Jerome A Bellotti & Associates, A Division of SingerLewak	985 University Ave Ste 8, Los Gatos, CA 95032	40887xxxx5	aac**@s********.com
Scharf Investments	16450 Los Gatos Blvd, Los Gatos, CA 95032	40840xxxx4	aar@s**************.com
James, Cheryl	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx0	ale********@m.com
Dmgm Investments	1711 Rogers Ave, San Jose, CA 95112	40845xxxx0
Daves Ave Investments	17994 Daves Ave, Monte Sereno, CA 95030	40835xxxx1
Liberty Tax	32619 Alvarado Blvd, Union City, CA 94587	51047xxxx5				4.7	52
Guardino Financial Group	1313 N Milpitas Blvd Ste 200, Milpitas, CA 95035	40821xxxx3
Lynch, Dianne, CFP	225 W Santa Clara St, San Jose, CA 95113	40896xxxx3	dal***********@a*.com
PrincipleTax , Accounting and Wealth Management	1975 O'Toole Way San Jose, CA 95131	40886xxxx0	inf@p**********.com			2	34
Lillian Moore - State Farm Insurance Agent	5520 Almaden Expy San Jose, CA 95118	40826xxxx0	u00@i****************.com	4.9	51	4.6	14
Kpmg	3975 Freedom Cir, Santa Clara, CA 95054	40836xxxx4	aab*@k*.com							422553		442000
Merrill Lynch Financial Advisor Lauren Mader Gray	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx4	ann*******@m.com
Fidelity Investments	4160 N 1st St, San Jose, CA 95134	80054xxxx9	a61**@f*****.com							329892		353000
Silicon Valley Financial Group	950 S Bascom Ave, San Jose, CA 95128	40828xxxx0	bec@s*.com
Early Growth Financial Services	2033 Gateway Pl Fl 5 San Jose, CA 95110	41523xxxx7	ada**@e*************************.com	2.3	3	4.3	12					512
Gold Hill Capital Management	1 Almaden Blvd Ste 630, San Jose, CA 95113	40820xxxx0
401K Concepts	1289 S Park, Milpitas, CA 95035	40894xxxx8
Lpl Financial	1735 N 1st St Ste 109, San Jose, CA 95112	40844xxxx3	aar******@l.com							20170	239	21000
Bank of America Private Client Advisor Matthew Jude Howard	560 S Winchester Blvd, San Jose, CA 95128	40861xxxx5	ban********@e**.bankofamerica
Grindy Tax Service	2247 Camden Ave, San Jose, CA 95124	40837xxxx2	ali*@g******.com	5	4	3.8	9
Noval, Bradley, AGT	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx9	ame****************@a*.com							132657		134000
CLA CliftonLarsonAllen	60 S Market St, San Jose, CA 95113	40829xxxx5	aar******@c*******.com							5262		5800
MCF Recreational Financing	1936 Camden Ave, San Jose, CA 95124	40855xxxx3
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	30					237		234
Silicon Valley Bank	3003 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com							6		7
Merrill Lynch Financial Advisor Tom Nguyen	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
Wells Fargo Advisors	1006 Blossom Hill Rd, San Jose, CA 95123	40844xxxx4
Tax Professional Associates	Santa Clara, CA 95051	40848xxxx6
Opportunity Fund	111 W St John St Ste 800 San Jose, CA 95113	86629xxxx3	ana*@o************.org			2.6	15
Essaw & Associates, CPA	12 S 1st St Ste 411 San Jose, CA 95113	40830xxxx9	527****@.com			5	2
Raegen, Parker and Associates - Ameriprise Financial Services, LLC	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							201	4	203
Wellspring Consulting Group	2635 N First St #201, San Jose, CA 95134	40894xxxx2	ape@w*********.com	5	2
Waddell & Reed Bay Area Market	1999 S. Bascom Ave Suite 400, Campbell, CA 95008	40836xxxx0	6d3***********************************@w***************.com
Dunham Associates, CPAs	1884 The Alameda, San Jose, CA 95126	40826xxxx0	app*******@d*******.com	5	10	3.7	33
Lafferty Ventures Ltd	2320 Walsh Ave, Santa Clara, CA 95051	40898xxxx5
Wells Fargo Advisors	1922 The Alameda, San Jose, CA 95126	40821xxxx6	a-w*************@w***************.com									189000
U.s. Bank Atm - Capital Swap Meet	3630 Hillcap Ave, San Jose, CA 95136	80087xxxx7	dpr*@w*******.com	4.2	1508			4.7	267	25013	28682	33000
Pirotta Financial Service	1520 The Alameda, San Jose, CA 95126	40828xxxx0	pir**@e******.net
The Pacific Coast Aspire Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx9	acc********@m**********.com
Papadoyannis & Associates - Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dan**********@a*.com							396
Howlett Financial & Tax Service	4522 Pacific Rim Way, San Jose, CA 95121	40853xxxx4
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
BHATIA & CO, INC, CPAs	4655 Old Ironsides Dr Ste 250, Santa Clara, CA 95054	40884xxxx1	ban@b*****.com									202
Vn Investments	60 N 13th St Ste C, San Jose, CA 95112	40828xxxx8
Pearce, Justin	50 W San Fernando St, San Jose, CA 95113	40828xxxx2	ale********@m.com
Byrnes, Terrence	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com
Sanjay Taxpro	830 Stewart Dr Suite 134 Sunnyvale, CA 94085	40846xxxx9	bwo********@s*********.com	4.5	720	2.8	377
Chugh, LLP - Attorneys & CPAs	1600 Duane Ave, Santa Clara, CA 95054	40897xxxx0	aad********@c**.com	4.8	24	4.5	19			12324	164	12000
The Family Wealth Consulting Group	1541 The Alameda, San Jose, CA 95126	40845xxxx0	cra@f*.net
Castelli Financial	236 N Santa Cruz Avenue Ste 240 Los Gatos, CA 95030	40883xxxx4	joh@c***************.com			5	38
ABC Tax and Accounting	770 Kiely Blvd Ste 110 Santa Clara, CA 95051	40882xxxx9			2	5	8
Nguyen David	730 E El Camino Real Ste A, Sunnyvale, CA 94087	40873xxxx6
First Street Wealth Advisors	2635 N First St #230, San Jose, CA 95134	66934xxxx8	aic****@f*****.com							295944		13
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com							921120		79
Silicon Valley Accounting & Tax Firm	10080 N Wolfe Rd Ste SW3 225 Cupertino, CA 95014	65030xxxx0	inf@s*********************.com			3.7	3
Altos Financial Planning Associates	4100 Moorpark Ave, San Jose, CA 95117	40824xxxx1	alt*****@e******.net
Wells Fargo Advisors	1111 Washington St, Santa Clara, CA 95050	40823xxxx0
Lee, Michael	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx8	ale********@m.com
Trevarthen, Jeffrey, LO	1213 Lincoln Ave, San Jose, CA 95125	40883xxxx5	abc*@g**********.com							10507	2952
*ETRADE - Temp. CLOSED**	124 University Ave Palo Alto, CA 94301	86678xxxx5	adv**********@e***.com			1.6	22			166071		170000
SV San Jose Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Fast Tax & Financial Planning Inc	98 S Abel St, Milpitas, CA 95035	40894xxxx3
California Financial and Tax Services	20370 Town Center Ln Ste 168 Cupertino, CA 95014	40899xxxx0	amy@c********.com			3.6	8
O'Connor, Ting	355 Santana Row, San Jose, CA 95128	40891xxxx8	abc*****@u.com
Scagliotti, Teresa	987 University Ave, Los Gatos, CA 95032	40839xxxx7	eri@s*******************.com
Wells Fargo Advisors	360 N Capitol Ave, San Jose, CA 95133	40834xxxx5
Edward Jones - Financial Advisor: Linh B Thai	298 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx2	a.j*******@e********.com							88313		101000
Stifel	550 S Winchester Blvd, San Jose, CA 95128	40898xxxx1	abb*@s***.com							4830		5300
Edward Jones - Financial Advisor: Marisa C Otto	275 Tennant Ave Ste 206A Morgan Hill, CA 95037	40877xxxx0	a.j*******@e********.com			5	1					7
Bane, Randall	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com
Truong, My, CFP	1700 Winchester Blvd, Campbell, CA 95008	66930xxxx8	dns***@a*.com
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							168		167
Ann G Chiang, CPA	2005 De La Cruz Blvd Ste 134 Santa Clara, CA 95050	40839xxxx8	win*@c******.com			1	3
Jfp Investment	3550 Stevens Creek Blvd, San Jose, CA 95117	40864xxxx8
Bay Area Mortgage Financial Service	12 S 1st St Ste 816, San Jose, CA 95113	40828xxxx6
Ameriprise Financial	2105 S Bascom Ave Ste 295, Campbell, CA 95008	40866xxxx8	dns***@a*.com
Oliveri, Rosario	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx6	ale********@m.com
Medley Wealth Management of Raymond James	333 W San Carlos St # 1650, San Jose, CA 95110	40827xxxx4	aar**********@r*********.com
DSRG-Village Square	15466 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx5	inf@l********************.com
Wells Fargo Advisors	1 Almaden Blvd Ste 1000, San Jose, CA 95113	40828xxxx0	abc*@w***************.com							188036		189000
Asako Thompson - Morgan Stanley Financial Advisor	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx7	acm*********@m**********.com
LPC Tax	530 Showers Dr Ste 7-336 Mountain View, CA 94040	65044xxxx5	adm@l***.com			5	8
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Zhong & Sanchez	97 E Brokaw Rd Ste 240 San Jose, CA 95112	51060xxxx1	arb**************@z*********.com			5	1			100		101
Tax & Financial Solutions	586 N 1st St, San Jose, CA 95112	40899xxxx7
Mariner	99 S Almaden Blvd #730, San Jose, CA 95113	40894xxxx1	aal***********@m******************.com	5	2						15	4400
SMA Reserves	2059 Camden Ave, San Jose, CA 95124	40830xxxx5	eri@s*********.com
UBS Financial Services Inc	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	aar*****@u.com							230340		244000
Charles Schwab	10 E Hamilton Ave Ste 800, Campbell, CA 95008	40834xxxx0	fra*********@s***.com
Brett Jennings - Associate Financial Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com
Corky Talley Financial Services	140 Farnham Ct, San Jose, CA 95139	40822xxxx0
Caravel Investments Inc	3221 Stevens Creek Blvd, San Jose, CA 95117	40824xxxx7
Primerica	480 N 1st St Ste 213, San Jose, CA 95112	40864xxxx0	a.-*****************@p******.com								3962	163000
Khushvinder P Singh CA Insurance Lic # 0C09920	1731 Technology Dr, San Jose, CA 95110	40845xxxx5	ksi**@f.newyorklife							784	11	773
Michael Adiutori - Financial Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx1	dns***@a*.com
Davne Investments	976 S 1st St, San Jose, CA 95110	40829xxxx2
Kamita Partners, CPA	1011 W Taylor St, San Jose, CA 95126	51065xxxx6	joh@k************.com			5	1
Bank of America Advanced Center	52 Skytop St Ste 30, San Jose, CA 95134	40885xxxx4	ada*********@m.com
Accounting For You	1040 The Alameda, San Jose, CA 95126	40827xxxx0	acc***********@a****.com			5	12
Tax Professional Associates	4675 Stevens Creek Blvd Ste 235 Santa Clara, CA 95051	40848xxxx6	con**@t**********.com			4.6	17
Lisa Koppanyi - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Elevate Financial Solutions	2905 Stender Way, Santa Clara, CA 95054	40889xxxx3	con**@e******.com
KRS Tax & Investments Inc	1680 The Alameda, San Jose, CA 95126	40841xxxx2	ken@k****.comcastbiz
Granite Capitol Investments	15495 Los Gatos Blvd, Los Gatos, CA 95032	40840xxxx0
Lai, Huan	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx8	ale********@m.com
Rothstein Michaels Group - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
RFS Investment Inc	4340 Almaden Expy, San Jose, CA 95118	40822xxxx3
Mann, James	355 Santana Row, San Jose, CA 95128	40828xxxx4	alb**********@u.com
Luu-Wong, Dione	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx6	ale********@m.com
Cali Financial Management	1979 Cabana Dr, San Jose, CA 95125	40834xxxx1
Solutions Wealth Management	1777 Hamilton Ave, San Jose, CA 95125	40837xxxx3	jon********@l.com
Transamerica	1290 Oakmead Pkwy, Sunnyvale, CA 94085	40873xxxx0	aar**************@t*********.com							522331	1254	519000
Oportun	201 Willow St, San Jose, CA 95110	66928xxxx4	a-l@o******.com
Schueneman Investment Group	81 Great Oaks Blvd, San Jose, CA 95119	40897xxxx1
R&D Investments - UBS Financial Services Inc.	355 Santana Row Suite 2050, San Jose, CA 95128	40828xxxx0	abc*@u.com
Marine Coast Financial	1936 Camden Ave Ste 1, San Jose, CA 95124	40855xxxx3
JS Tax & Accounting Services	41829 Albrae St Ste 111 Fremont, CA 94538	92540xxxx8	inf@j*************.com			4	4
Gateway Financial Advisors	4633 Old Ironsides Dr, Santa Clara, CA 95054	40883xxxx5
Azure Financial Group	333 Santana Row Apt 325, San Jose, CA 95128	40893xxxx0
Adam Ward - Financial Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx9	ada******@a*.com
Landmark Wealth Management Group- Financial Advisors \| San Jose, CA	2021 The Alameda STE 390, San Jose, CA 95126	40898xxxx7	alt****@l***********.com
Ken Rosenberg-Morgan Stanley	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx7	acm*********@m**********.com
Highroad Capital Partners	18665 Woodbank Way, Saratoga, CA 95070	40874xxxx4
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Realty Worl Valley Capital Investments	1272 S Abel St, Milpitas, CA 95035	40824xxxx0
Merrill Lynch Wealth Management	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	ali************@m.com
The Kruchko Group	900 E Hamilton Ave Ste 230, Campbell, CA 95008	63064xxxx7	kev@t************.com
Merrill Lynch Financial Advisor Justin R Pearce	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx2	ari********@m.com
Advisory, Plenaris	950 S Bascom Ave, San Jose, CA 95128	40829xxxx8	ple***********@g**.com
Mohammadi, Mojgan	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx3	ale********@m.com
Primerica	1376 N 4th St Ste 200, San Jose, CA 95112	40839xxxx6	a.-*****************@p******.com							150120	3971	163000
D Smith Glenn Cfp Investment Advisor	987 University Ave, Los Gatos, CA 95032	40839xxxx2
Wells Fargo Advisors	16100 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx2
Technology Credit Union	San Jose, CA 95131	40846xxxx0	abe*****@t***.com	3.2	34
Merrill Lynch Financial Advisor Elaine Zhang	50 W San Fernando St 16th Floor, San Jose, CA 95113	40828xxxx7	ale********@m.com
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Raymond James & Associates	150 Almaden Blvd, Suite #1375, San Jose, CA 95113	40827xxxx4	aar**********@r*********.com
Clarity Wealth Advisors	2160 The Alameda A, San Jose, CA 95126	40856xxxx0	inf@c*******.com
A & P Children Investment	1020 Mccarthy Blvd, Milpitas, CA 95035	40838xxxx5
Aceq Investment Inc	20065 Stevens Creek Blvd, Cupertino, CA 95014	40851xxxx2	rea***************@m*.withheldforprivacy
Northwestern Mutual	60 S Market St Ste 600, San Jose, CA 95113	40853xxxx0	aar*********@n*.com							107401	16354	108000
Jason O St. Claire - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx9	acm*********@m**********.com
Barbara L McAtee - Financial Advisor, Ameriprise Financial Services, LLC	1 S Almaden Blvd #810, San Jose, CA 95113	40891xxxx0	bar***********@a*.com
Mehta Financial Services	995 Montague Expy, Milpitas, CA 95035	40894xxxx0	bha*@m***************.com
Kettmann, John	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com
Mauricio Midence Tax Preparation & Financial Services	2552 Appian Way Pinole, CA 94564	51066xxxx9	mid**************@g**.com	4.9	205	4.6	55
PeerNova Inc	2055 Gateway Pl, San Jose, CA 95110	66940xxxx0	abr**@p*****.com							3496	3	3400
Raegen, Jeffrey T, AGT	1 Almaden Blvd, San Jose, CA 95113	40828xxxx0	ame****************@a*.com								4	203
Just Gurr & Associates Accountancy Corporation	1500 E Hamilton Ave Ste 200 Campbell, CA 95008	40837xxxx0	awa***@j*****.com			3.6	5
Margaret K. Chan, CPA, CFP	16615 Lark Ave Ste 200 Los Gatos, CA 95032	40835xxxx0
Castello Investments	1789 Hillsdale Ave, San Jose, CA 95124	40826xxxx4
Edward Jones - Financial Advisor: Steve Duffy	1995 El Camino Real Ste 302, Santa Clara, CA 95050	40824xxxx1	aar*********@e********.com
Pollard, Cooper, Kabitsis & Associates - Ameriprise Financial Services, LLC	1 S Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77			2847	28	2900
Cooper, David, AGT	1 Almaden Blvd, San Jose, CA 95113	40891xxxx0	ame****************@a*.com									134000
Pentech Financial	240 E Hacienda Ave, Campbell, CA 95008	40887xxxx0	ben@p**************.com
Ameriprise Financial	1919 S Bascom Ave, Campbell, CA 95008	40896xxxx1
Shashi Bhagat - Morgan Stanley	225 W Santa Clara St Suite 900, San Jose, CA 95113	40894xxxx8	acm*********@m**********.com
Joanne K Brenner, CPA	Santa Clara, CA 95050	40887xxxx8	con**@p***********.org			4.7	15
Cubi Tax	San Jose, CA 95126	71432xxxx5	cub******@p*******.is			5	12
Hynek Financial Adviser's	333 W Santa Clara St, San Jose, CA 95113	40899xxxx0	gay*****@l.com
Michel Tax Service	233 N 10th St, San Jose, CA 95112	40827xxxx0	fb9***********************************@w***************.com		30
PARAMOUNT LENDING GROUP	1851 Mccarthy Blvd, Milpitas, CA 95035	40870xxxx8
Do Le & Company CPA	2150 Ringwood Ave, San Jose, CA 95131	40843xxxx8	dn@d*********.com	5	2					52	23	52
Wheeler Accountants	1475 Saratoga Ave Ste 100 San Jose, CA 95129	40825xxxx0	ema@w*******.com			3	34			123	20	135
Murthy, Vivek	560 S Winchester Blvd, San Jose, CA 95128	40855xxxx2	ale********@m.com
HL Financial Group	Serving theSan Jose Area	40826xxxx0
Darren Poots - UBS Financial Services Inc.	50 W San Fernando St 8th Floor, San Jose, CA 95113	40891xxxx0	ben*****************@u.com
Edward Jones - Financial Advisor: Sy Nguyen	4855 Atherton Ave Ste 100, San Jose, CA 95130	40837xxxx4
Beacon Pointe Advisors	50 W San Fernando St Suite 405, San Jose, CA 95113	40855xxxx0	3d@b***********.com							220	36
Tax Law offices of Shiva Moozoun	51 E Campbell Ave Campbell, CA 95008	41531xxxx3	shi@s*****.com			4.4	5			28		30
Aung, Phyo	50 W San Fernando St, San Jose, CA 95113	51038xxxx4	acc***************@w*******.com
Wilma Baltar	1125 Saratoga Ave, San Jose, CA 95129	40825xxxx4
Asl Financial	910 Campisi Way Ste 2D, Campbell, CA 95008	40837xxxx0
H&R Block	1439 Bird Ave San Jose, CA 95125	40829xxxx5	agi**@a.nv			3.5	4
H & H Cpas	100 Saratoga Ave, Santa Clara, CA 95051	40824xxxx0
Effectus Group	1952 Otoole Way, San Jose, CA 95131	40843xxxx3
Silver Pearl Investment	2611 Senter Rd Ste 212, San Jose, CA 95111	40881xxxx3
McKown, Mason	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx5	ale********@m.com
I-Smart Center	3005 Silver Creek Rd, San Jose, CA 95121	40896xxxx4