| John G Auble - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx9 |
acc**********@m************.com |
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| Steve Taylor - BancWest Investment Services Wealth Financial Advisor |
500 Capitol Mall Suite 1200, Sacramento, CA 95814 |
|
91683xxxx4 |
aab****@b************.com |
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98494 |
1600 |
99000 |
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| CAPTRUST |
740 University Ave, Sacramento, CA 95825 |
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91692xxxx7 |
cha*************@c*******.com |
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449 |
62 |
577 |
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| Merrill Lynch Financial Advisor Curtis B. Godt |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx3 |
ali*************@m*.com |
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| U.S. Bank - Private Wealth Advisor: Pam Long |
621 Capitol Mall, Sacramento, CA 95814 |
|
91649xxxx4 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Simpson Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
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91633xxxx0 |
lam**@s********************.com |
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280 |
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280 |
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| Guanill Wealth Management Inc |
333 University Ave Ste 200, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Financial Network Wealth Advisors |
1300 Ethan Way # 150, Sacramento, CA 95825 |
|
91664xxxx0 |
dal**@f***************.com |
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| Deeringer Wealth Management |
3600 American River Dr #290, Sacramento, CA 95864 |
|
91634xxxx0 |
hel**@r**********.com |
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| Western Wealth Management |
815 University Ave, Sacramento, CA 95825 |
|
91697xxxx6 |
nic***********@w***************.com |
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| Merrill Lynch Wealth Management |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx0 |
bro*********@m*.com |
3 |
2 |
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| MassMutual Northern California - Johnny Lin |
1435 River Park Dr #410, Sacramento, CA 95815 |
|
91643xxxx8 |
aah*****@m*********.com |
5 |
1 |
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| Guanill Wealth Management, Inc. |
333 University Ave, Sacramento, CA 95825 |
|
91635xxxx0 |
ed@e********.com |
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| Wealth Design Group |
3445 American River Dr C, Sacramento, CA 95864 |
|
91648xxxx9 |
gar*@w****************.com |
5 |
1 |
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187 |
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| Craig S McLoughlin - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
acc**********@m************.com |
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| David R. Bennette - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx8 |
acc**********@m************.com |
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| Ameriprise Financial Services, Inc. |
601 University Ave, Sacramento, CA 95825 |
|
80029xxxx5 |
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| Morgan Stanley Financial Advisors |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91644xxxx1 |
acm***********@m************.com |
2.3 |
3 |
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| Young Wealth Management |
502 Mace Blvd UNIT 5, Davis, CA 95618 |
|
53023xxxx2 |
bre**@y********************.com |
5 |
1 |
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| Baird Private Wealth Management |
300 University Ave Suite 200, Sacramento, CA 95825 |
|
88879xxxx1 |
ano************@b*********.com |
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958 |
8700 |
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| Genovese Burford & Brothers |
740 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
inf*@c*******.com |
5 |
3 |
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445 |
62 |
570 |
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| Avisen Wealth Management |
3620 American River Dr Suite 145, Sacramento, CA 95864 |
|
91648xxxx7 |
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| Anthony Nye, CFP, CIMA - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91692xxxx0 |
ann********@n*.com |
2.5 |
2 |
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| Michael Hardy, CFP, CIMA, CAP - UBS Financial Services Inc. |
1610 Arden Wy Suite 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| Shawn Paschal - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx7 |
acm***********@m************.com |
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| Joshua Strawn - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx4 |
abc*******@u**.com |
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| The Capitol Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91698xxxx8 |
acm***********@m************.com |
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| Fountainhead Wealth |
1451 River Park Dr #142, Sacramento, CA 95815 |
|
80066xxxx9 |
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5 |
1 |
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| W Alan Silva - Private Wealth Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
dns*****@a***.com |
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| Bruce Pearson - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx0 |
abc*******@u**.com |
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| MoneyWise With Marybeth Fiduciary Services |
HHWG+J4, 1900 Point W Way STE 102, Sacramento, CA 95815 |
|
53090xxxx6 |
mar*****@m**************.com |
5 |
9 |
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| Structure Financial Group - Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
dns*****@a***.com |
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| Thomas J Goode - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx5 |
acc**********@m************.com |
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| Richard J. Harkless - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91621xxxx6 |
aab****@b************.com |
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98494 |
1600 |
99000 |
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| Merrill Lynch Financial Advisor Steven J Deelstra |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx9 |
ali*************@m*.com |
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| Woodcreek Wealth Management |
1817 Maryal Dr #100, Sacramento, CA 95864 |
|
91689xxxx6 |
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| Josh Albert, CFP® |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx8 |
jos********@n*.com |
5 |
6 |
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| Slalom Wealth Management |
836 57th St Suite 457, Sacramento, CA 95819 |
|
91699xxxx4 |
inf*@s***********.com |
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122 |
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123 |
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| Private Wealth Management | U.S. Bank |
621 Capitol Mall Suite 800, Sacramento, CA 95814 |
|
83396xxxx6 |
aar************@u*****.com |
1 |
1 |
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5510 |
348000 |
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| Kajiwara Wealth Advisors |
3433 American River Dr ste b, Sacramento, CA 95864 |
|
91627xxxx6 |
bra*@k*********************.com |
5 |
1 |
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| Wealth Advancement, Inc. |
2740 Fulton Ave #129, Sacramento, CA 95821 |
|
91648xxxx1 |
inf*@w****************.com |
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2 |
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3 |
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| Carolyn Mowlds - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx7 |
acm***********@m************.com |
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| Jeffrey Won - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx5 |
acc**********@m************.com |
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| The San Francisco Wealth Management Group |
555 California St Floor 14 and 35, San Francisco, CA 94104 |
|
41598xxxx0 |
acc**********@m************.com |
5 |
1 |
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| Endeavor Financial Planning |
555 University Ave #284, Sacramento, CA 95825 |
|
91633xxxx0 |
aja*@k**********.com |
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| Evans Financial Wealth Management and Insurance Services - Northwestern Mutual |
1425 River Park Dr # 100, Sacramento, CA 95815 |
|
91664xxxx6 |
ade********@n*.com |
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| Towerpoint Wealth |
500 Capitol Mall #2060, Sacramento, CA 95814 |
|
91640xxxx0 |
ag@t***************.com |
5 |
86 |
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|
473 |
411 |
503 |
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| Wells Fargo Advisors |
400 Capitol Mall #1700, Sacramento, CA 95814 |
|
91644xxxx3 |
a-p*************@w*****************.com |
4 |
4 |
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|
188282 |
|
189000 |
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| The Strawn Wealth Consulting Group - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| Dawn Hartman Farrell - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx4 |
acc**********@m************.com |
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| Chess Financial Planning LLC |
422 1, 2 U St, Sacramento, CA 95818 |
|
20743xxxx2 |
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| Inspire Advisors |
818 University Ave, Sacramento, CA 95825 |
|
91623xxxx1 |
jev**********@i**************.com |
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120 |
|
130 |
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| Hansen & Associates Financial Group, Inc. |
8880 Cal Center Dr #195, Sacramento, CA 95826 |
|
91670xxxx4 |
ann*******@h*******.com |
|
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|
110 |
3 |
108 |
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| First Summit Wealth Management |
301 University Ave, Sacramento, CA 95825 |
|
83374xxxx0 |
ran*********@f************.com |
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| Wells Fargo Advisors |
5700 Folsom Blvd, Sacramento, CA 95819 |
|
91644xxxx3 |
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| Allworth Financial |
8775 Folsom Blvd #100, Sacramento, CA 95826 |
|
91648xxxx6 |
bil***********@a****************.com |
3.6 |
14 |
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5411 |
47 |
5500 |
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| FDx Advisors |
2399 Gateway Oaks Dr # 200, Sacramento, CA 95833 |
|
88852xxxx0 |
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| David T. Nakamura - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx9 |
acm***********@m************.com |
5 |
1 |
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| Lucas Group Financial Planners |
1545 River Park Dr #401, Sacramento, CA 95815 |
|
91692xxxx0 |
abi****@l************.com |
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684 |
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| Dillon Dougherty - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx9 |
acc**********@m************.com |
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| LPL Financial |
2233 Watt Ave #282, Sacramento, CA 95825 |
|
91627xxxx8 |
aar********@l**.com |
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20104 |
234 |
21000 |
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| U.S. Bancorp Investments - Financial Advisors: Sacramento |
1851 Heritage Ln #250, Sacramento, CA 95815 |
|
91692xxxx5 |
aar************@u*****.com |
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345421 |
5414 |
348000 |
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| Bradley Mitchell - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx7 |
abc*******@u**.com |
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| Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx0 |
awr****@t********.com |
5 |
4 |
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| Merrill Lynch Financial Advisor Ariel T. Agustin |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx8 |
ali*************@m*.com |
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| Thomas Qvistgaard - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| Majerko Investment Management |
1435 River Park Dr # 502, Sacramento, CA 95815 |
|
91692xxxx6 |
inf*@m******.com |
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| Dominick Anton Financial Advisor at Twin Rivers Wealth Management |
1783 Tribute Rd D, Sacramento, CA 95815 |
|
91654xxxx5 |
abb**@c*******.com |
5 |
40 |
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9883 |
30 |
12000 |
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| Vishal Patel - Morgan Stanley Financial Advisor |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx5 |
acm***********@m************.com |
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| Finvault Wealth Management Group - Morgan Stanley |
555 California St Ste 35, San Francisco, CA 94104 |
|
41598xxxx2 |
acc**********@m************.com |
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| Wayne Soloaga - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91655xxxx1 |
acm***********@m************.com |
5 |
1 |
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| Capitol Wealth Management |
701 Fulton Ave, Sacramento, CA 95825 |
|
91692xxxx0 |
kel**@c********.com |
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| O'Brien Wealth Management |
641 Fulton Ave Ste 100, Sacramento, CA 95825 |
|
80055xxxx3 |
sob@o************.com |
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| Timothy F McDonald - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx5 |
acm***********@m************.com |
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| Wells Fargo Advisors |
1532 W El Camino Ave, Sacramento, CA 95833 |
|
91644xxxx4 |
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1 |
1 |
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| Chamberlain Financial Planning & Wealth Management |
333 University Ave #200, Sacramento, CA 95825 |
|
91656xxxx0 |
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| Merrill Lynch Financial Advisor Kevin M Kimura |
555 Capitol Mall #1400, Sacramento, CA 95814 |
|
91664xxxx4 |
aar**********@s*****.com |
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| Dexter A Parulan - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx6 |
int**********@m************.com |
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| Alex Garcia - Private Client Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
20920xxxx8 |
aab****@b************.com |
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98494 |
1600 |
99000 |
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| Mosaic Wealth Solutions- Loel Heupel, Financial Planner |
301 University Ave #130, Sacramento, CA 95825 |
|
91633xxxx0 |
loe********@l**.com |
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| Matthew Morehead - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx9 |
abc*******@u**.com |
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| Sean M Langley - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx8 |
acm***********@m************.com |
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| Paul Cutter - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx6 |
abc*******@u**.com |
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| TSG Wealth Management - Sacramento |
333 University Ave #240, Sacramento, CA 95825 |
|
91627xxxx2 |
are********@t****.com |
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| U.S. Bank – Wealth Management Banker: Ashley Garcia |
1401 Merkley Ave, West Sacramento, CA 95691 |
|
91641xxxx1 |
aar************@u*****.com |
5 |
1 |
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| Nix Wealth Management |
1545 River Park Dr #203, Sacramento, CA 95815 |
|
91692xxxx9 |
joe**@n******************.com |
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| Wells Fargo Advisors |
2301 Watt Ave, Sacramento, CA 95825 |
|
91644xxxx0 |
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| Katie Beres - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx6 |
acm***********@m************.com |
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| Brett Tank - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
|
91664xxxx3 |
abc*******@u**.com |
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| Mike Little, CPWA® - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91634xxxx2 |
acm***********@m************.com |
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| Zach Vail - Financial Advisor, Ameriprise Financial Services, LLC |
2150 River Plaza Dr Ste 290, Sacramento, CA 95833 |
|
91656xxxx9 |
dns*****@a***.com |
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| Robb Molnar - Wealth Financial Advisor |
500 Capitol Mall Ste 100, Sacramento, CA 95814 |
|
91620xxxx4 |
aab****@b************.com |
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|
98494 |
1600 |
99000 |
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| Harper Davis Financial |
1601 Response Rd # 110, Sacramento, CA 95815 |
|
91661xxxx7 |
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| Kimberly Friedman - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
acm***********@m************.com |
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| Archer Pointe Wealth Management |
333 University Ave Suite 200, Sacramento, CA 95825 |
|
91656xxxx0 |
inf*@a*************.com |
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| Lighthouse Strategic Advisors |
735 University Ave, Sacramento, CA 95825 |
|
91648xxxx0 |
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5 |
1 |
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| Encompass Wealth Advisers |
100 Howe Ave #120s, Sacramento, CA 95825 |
|
91627xxxx9 |
chr**********@a***********.com |
5 |
22 |
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| McHarg & Associates Wealth Planning |
2277 Fair Oaks Blvd #425, Sacramento, CA 95825 |
|
91692xxxx2 |
cli***********@m***************.com |
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| North Star Financial Partners |
2180 Harvard St #410, Sacramento, CA 95815 |
|
91677xxxx0 |
lxx@n*************************.com |
4.5 |
2 |
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| Edward Jones - Financial Advisor: Travis P Jackson |
3301 Watt Ave Suite 700, Sacramento, CA 95821 |
|
91648xxxx1 |
a.j*********@e**********.com |
3 |
2 |
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|
87433 |
|
100000 |
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| The Sacramento Wealth Management Group - Morgan Stanley |
400 Capitol Mall Suite 1900, Sacramento, CA 95814 |
|
91656xxxx2 |
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| Talon Wealth Management |
180 Promenade Cir #300, Sacramento, CA 95834 |
|
91654xxxx0 |
amy*****@t******.com |
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| Simpson Wornel |
900 Fulton Ave #100, Sacramento, CA 95825 |
|
91644xxxx9 |
wor***@w************.com |
5 |
1 |
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| Merrill Lynch Financial Advisor Jason M Pilcher |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ann********@m*.com |
5 |
1 |
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| Northwestern Mutual Financial |
1540 River Park Dr # 114, Sacramento, CA 95815 |
|
91656xxxx0 |
a.-***********@n*****************.com |
2 |
1 |
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|
107414 |
16372 |
108000 |
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| Generations Wealth Management - UBS Financial Services Inc. |
1610 Arden Way, Suite 200, Sacramento, CA 95815 |
|
91664xxxx1 |
abc*******@u**.com |
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| Mariner Wealth Advisors |
601 University Ave, Sacramento, CA 95825 |
|
91692xxxx7 |
aal*************@m********************.com |
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15 |
4400 |
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| Holmes Financial |
2020 Hurley Way Ste 225, Sacramento, CA 95825 |
|
91669xxxx0 |
les@h********.com |
5 |
2 |
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| Merrill Lynch Financial Advisor Andrew M Cloninger |
555 Capitol Mall, Sacramento, CA 95814 |
|
91664xxxx8 |
ban********************@m*.com |
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| Legacy Wealth Management |
555 Capitol Mall Ste 747, Sacramento, CA 95814 |
|
91646xxxx1 |
joh*******@r*************.com |
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| Wedbush Securities |
455 Capitol Mall # 150, Sacramento, CA 95814 |
|
91632xxxx9 |
a.c**@w******.com |
5 |
1 |
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| William Kendall, CFP - UBS Financial Services Inc. |
1610 Arden Wy # 200, Sacramento, CA 95815 |
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91664xxxx6 |
abc*******@u**.com |
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| Government Financial Strategy |
1228 N St #13, Sacramento, CA 95814 |
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91644xxxx0 |
ami*@g***.com |
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| Boyd Wealth Management |
1375 Exposition Blvd #220, Sacramento, CA 95815 |
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91636xxxx2 |
boy********************@b**********.com |
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187 |
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| Golden Wealth Capital |
3626 Fair Oaks Blvd Suite 100, Sacramento, CA 95864 |
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91674xxxx3 |
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| U.S. Bancorp Investments - Financial Advisors: Jaime Caraveo |
2460 Watt Ave, Sacramento, CA 95825 |
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91669xxxx7 |
aar************@u*****.com |
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| Soesbe Financial |
5290 Elvas Ave, Sacramento, CA 95819 |
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91658xxxx0 |
c52*************************************@w*****************.com |
5 |
1 |
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