Business List: Wealth in San Francisco, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com					14536		16000
PF Wealth Management Group	1970 Broadway Ste 525, Oakland, CA 94612	51098xxxx8	inf@p***********.com
David Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
BayArea Financial Coach	San Francisco, CA 94104	41578xxxx9				5	1
Ekco Tax Services	1929 Irving St Ste 303 San Francisco, CA 94122	41575xxxx2	inf@e*****.com			4.6	20
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Mcdonald Wealth Management	1733 Woodside Rd, Redwood City, CA 94061	65055xxxx5
Bay Area Wealth Management Group	2410 Camino Ramon, San Ramon, CA 94583	92580xxxx4
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91	107401	16349	108000
Alpha Wealth Management and Planning	350 Ignacio Blvd Ste 105, Novato, CA 94949	41550xxxx9	akr***@a*****.com
Spiegelman Wealth Management	985 Moraga Rd Ste 203, Lafayette, CA 94549	92538xxxx0	ada@s**************.com
CK Insurance Solutions	2079A 15th St San Francisco, CA 94114	41583xxxx0	js@c*******************.com			5	18
Sentinel Wealth Consulting Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	aar********@u.com
Merrill Lynch Wealth Management	600 California St Fl 7, San Francisco, CA 94108	41595xxxx0
Merrill Lynch	1111 Broadway Oakland, CA 94607	51020xxxx0				2.8	9
Cornerstone Wealth Management, Inc.	2400 Camino Ramon Ste 175, San Ramon, CA 94583	92582xxxx0	cor*************@c***********.com
VERITY Wealth Advisors	1505 Bridgeway Ste 208 Sausalito, CA 94965	41556xxxx0	and*@v*********.com
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
Key Focus Wealth	2603 Camino Ramon, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Arete Wealth Management	109 Olympia Way, San Francisco, CA 94131	41525xxxx6	adr***********@a********.com
Credo Wealth Management	1160 Battery St E Ste 100 San Francisco, CA 94111	41536xxxx0	cou*********@c****.com
Brickley Wealth Management	1900 Ofarrell St, San Mateo, CA 94403	65063xxxx1	aar@b***********.com
Redetigh Wealth Management	641 Turnbuckle Dr Unit 1708, Redwood City, CA 94063	65039xxxx6
Morgan Stanley Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51053xxxx3
Brighton Jones	445 Bush St 6th floor, San Francisco, CA 94108	41567xxxx2	aar*********@b**********.com	5	2			620		708
Ashby Wealth Management,	2947A Pine Ave, Berkeley, CA 94705	31225xxxx9	joh@a*********.com
Cedar Wealth Management	201 Spear St, San Francisco, CA 94105	41523xxxx7	inf@c*************.com
Merrill Lynch Wealth Management	555 California St, San Francisco, CA 94104	41567xxxx3	ban*******************@m.com
EP Wealth Advisors	1900 S Norfolk St Ste 350, San Mateo, CA 94403	88876xxxx3	ab@e*******.com
Michael Blacksburg - Estate Planning	San Francisco, CA 94114	41552xxxx7	cat****@b***********.com			4.9	186
L Squared Wealth Management™		41534xxxx7	doe@l*****.com
Redwood Grove Wealth Mgmt	9 Bernard St Ste 2, Mill Valley, CA 94941	41551xxxx0	ang@r***********.com
Quality Wealth Management	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92582xxxx3
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
Max Lewin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx5
Alison Wealth Management	530 Lytton Ave Fl 2, Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com					237		259
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
Blossom Wealth Management	2051 Danville Blvd, Alamo, CA 94507	92594xxxx9
BMO Harris Bank	295 Bush St, San Francisco, CA 94104	41576xxxx6	aab**@b**********.com	2.5	32			98516	1621	99000
Khoshnevissan & Doğan Wealth Strategies	1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596	41583xxxx4	ale*****@r***.com
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41562xxxx3	dns***@a*.com
Empirical Wealth Management	333 Bush St # 1410, San Francisco, CA 94104	41563xxxx5	aba**@e******.net					2560		2500
Benin Legacy Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51088xxxx6
Private Wealth Financial Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92565xxxx4	inf@p*********.com
SCORE	455 Market St Ste 600 San Francisco, CA 94105	41576xxxx4	con****@s**.org			4.1	33	68851	337	76000
Raroque Wealth Management	3755 Balboa St Ste 203 San Francisco, CA 94122	41556xxxx0
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.3	24
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com							16000
BMO Harris Bank	505 Montgomery St, San Francisco, CA 94111	41561xxxx3	aab**@b**********.com	1.4	9			98516	1621	99000
Law Offices of Michael L Dobrov	2134 Van Ness Ave San Francisco, CA 94109	41588xxxx0	mic**@d******.com	5	2	4.4	7
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2.3	3	239	38	251
Wealth Enhancement Group	700 Larkspur Landing Cir Ste 109, Larkspur, CA 94939	41546xxxx0	aba**@w**************.com
Mercer Advisors Wealth Management	90 New Montgomery St Ste 1250, San Francisco, CA 94105	87749xxxx3	aar******@m***********.com					2847	28	2900
Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor	Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx5	a.-*********@n***************.com	5	11			107342	16225	108000
Dustin Brown - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com					14777		16000
Thrive Wealth Management - Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	dns***@a*.com
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com					173		174
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
Wealth & Tax Planners	3021 Citrus Cir, Walnut Creek, CA 94598	92593xxxx0
Baywood Private Wealth Management / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65047xxxx7	flo@b********.com
Jason Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Marin Wealth Advisors	899 Northgate Dr Ste 300, San Rafael, CA 94903	41545xxxx0	inf@m*****************.com	4.4	7
Stonewater Wealth Management	1615 Saint Francis Ct, Benicia, CA 94510	70775xxxx7
Life&Wealth Advisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	joh@l******.com
Merrill Lynch Private Wealth Advisor Joshua Fiedler	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx8	aar********@s***.com
Presidio Group Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
Goldman Sachs & Company	555 California St 45th Fl, San Francisco, CA 94104	41539xxxx0	a@g***********.com	2.6	11
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	71474xxxx0				4.9	39
Pharos Wealth Management	3030 Bridgeway Ste 245, Sausalito, CA 94965	41572xxxx0
Manny Apolonio	100 Bush St Ste 1675 San Francisco, CA 94104	41577xxxx7	c18***************************@s***.wixpress							5000
Minkoff Wealth Partners-Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Marshall Wealth Management Group	345 California St, San Francisco, CA 94104	41521xxxx5	bob*******@r.com
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	bi@p****.com			5	1
Have Your Plan	36 Staghound Passage Corte Madera, CA 94925	41524xxxx1				5	1
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	57
Grant Wealth Management No Selection	1601 N Main St, Walnut Creek, CA 94596	92589xxxx1
Roberts Wealth Advisors	776 Berkeley Ave, Menlo Park, CA 94025	65032xxxx6
Genworth Wealth	2300 Contra Costa Blvd, Pleasant Hill, CA 94523	92568xxxx8
Stelvio Wealth Partners	1981 N Broadway, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
Matthews Asia Fund	4 Embarcadero Ctr Ste 550 San Francisco, CA 94111	80078xxxx2	add**@e****.com			5	1
Putney Financial Group Registered Investment Advisors Wealth Management	1099 E St, San Rafael, CA 94901	41546xxxx0	a.j@p**************.com
Stephen C Graves, CPA	870 Market St, Ste 445 San Francisco, CA 94102	41578xxxx5	cop****@a**.org			3.3	14
Merrill Lynch Private Wealth Advisor Lorna F Meyer	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx3	ale********@m.com
Babylon Wealth Management	100 Pine St #1250, San Francisco, CA 94111	41585xxxx1	sto*@b**********.com	5	9					174
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	rbc*******@r.com							16000
Kevin Higgins - TIAA Wealth Management Advisor	4 Embarcadero Ctr #1400, San Francisco, CA 94111	88884xxxx9	acc****************@t*.org					90931	538	91000
Accretive Wealth Management	12657 Alcosta Blvd Ste 150, San Ramon, CA 94583	92536xxxx7	cri**************@a************.com
Humanity Wealth Advisors	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	51093xxxx8	hsh***@h***********.com
Fisher & Wiens Wealth Management	100 Railroad Ave, Danville, CA 94526	92596xxxx0	bea@f************.com
Merrill Lynch Wealth Management	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	ale********@m.com
Merrill Lynch Private Wealth Advisor Tony Pedro daRoza	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx0	aar********@s***.com
World Wide Wealth	131 Franklin St, San Francisco, CA 94102	41597xxxx3
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	rbc*******@r.com							16000
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	41577xxxx7	adu*************@s************.com	4.4	73	4.1	91	9767	362	9700
Vincere Wealth Management	201 Spear St Ste 1100 San Francisco, CA 94105	41557xxxx1	con**@a**********.com			5	2			176
Linda R Walker	1650 Solano Ave, Berkeley, CA 94707	51052xxxx3	joh*****@l*****.com	5	2	5	16
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com					76		92
Walnut Creek Private Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	80043xxxx2	abc*****@u.com
Grubman Wealth Management	3 Muir Way, Berkeley, CA 94708	51088xxxx0	aud*@p*************.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Durrani Wang Wealth Partners	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
Andreja Dugacki - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org
The Presidio Group	101 California St Ste 1200 San Francisco, CA 94111	41544xxxx0	a.w******@t*************.com
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	80046xxxx0	a61**@f*****.com	3.3	21	1.6	168			354000
Terra Blue Wealth Management	3030 Bridgeway Ste 330, Sausalito, CA 94965	41572xxxx7	hel@t********.com
Bank of America	345 Montgomery St, San Francisco, CA 94104	80062xxxx1
EP Wealth Advisors	250 Lafayette Cir Ste 203, Lafayette, CA 94549	92528xxxx1	ab@e*******.com
Neighborhood Assistance Corporation of America	3801 Broadway, Oakland, CA 94611	51065xxxx2	aal**@n*.com	4.4	125	3.3	258
Rose Bridge Wealth Management Group-Morgan Stanley	1999 Harrison St, Oakland, CA 94612	51089xxxx0	acm*********@m**********.com
Darren A Presher	300 Montgomery St Ste 1050 San Francisco, CA 94104	41598xxxx0				5	2
Wilkinson Wealth Management	300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612	51062xxxx0	ste@s***********.com					106	3	156
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Palo Alto Wealth Advisors	715 Colorado Ave, Palo Alto, CA 94303	65065xxxx0	dia@p***********.com	5	3
Cavu Wealth Advisors	1220 Oakland Blvd, Walnut Creek, CA 94596	92537xxxx7
Three Bridge Wealth Adviso Renew	3270 Alpine Rd, Portola Valley, CA 94028	41566xxxx1	inf@t***********.com
Collins Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	joh******@c.rbcwealthmanagement					14536		16000
Seacrest Wealth Management	899 Santa Cruz Ave, Menlo Park, CA 94025	65032xxxx0
Babylon Wealth Management	100 Steiner St, San Francisco, CA 94117	41585xxxx1	sto*@b**********.com					174		174
Pacific Wealth Planning	111 Deerwood Rd, San Ramon, CA 94583	92566xxxx4	d_j@p************.com
U.S. Bancorp Investments - Financial Advisors: Salim Augustyn	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx3	aar**********@u***.com					342034	4074	344743
Wealth By Design	3030 Bridgeway Ste 109, Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Commonwealth Club	110 The Embarcadero, San Francisco, CA 94105	41559xxxx0	abr****@c*************.org	4.5	115			110	84	112			280
Kelly, Brown & Reilly Wealth Management Group	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6
Mission Wealth	1 Sansome St Ste 3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
Morgan Stanley Wealth Management	1999 Harrison St, Oakland, CA 94612	51083xxxx0	acm*********@m**********.com
Wealth Acupuncture	6323 Telegraph Avenue, Oakland, CA 94609	51029xxxx0	wea************@o****.com
James Carbonell - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Chase Bank	926 Taraval St, San Francisco, CA 94116	41575xxxx1	acc********@c**.com			3.4	18		5
Emil Peinert - Private Wealth Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx2	dns***@a*.com
KB Financial Advisors	90 New Montgomery St Ste 1001 San Francisco, CA 94105	41590xxxx9	con**@k*******.com			4.4	11			272
Financial Zen	600 California St, San Francisco, CA 94108	41579xxxx5	cli*********@f*********.com	5	28					17
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com					13904		15000
Meyers Wealth Management	441 California Ave, Palo Alto, CA 94306	65052xxxx5
Liberty Hill Investing, LLC	201 Spear St Ste 1100 San Francisco, CA 94105	41542xxxx2				5	4
Concentric Wealth Management	251 Lafayette Cir Ste 200, Lafayette, CA 94549	92596xxxx0	ama*@c**************.com
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Merrill Lynch Wealth Management	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2	4
Deutsche Bank Wealth Management	101 California St, San Francisco, CA 94111	41561xxxx0	dat********@d.com	4	1
Sequent Real Estate + Wealth Management	44 Montgomery St, San Francisco, CA 94104	41583xxxx1	cst*****@s*********.com
Bernstein Private Wealth Management	555 California St, San Francisco, CA 94104	41521xxxx0	aak******@b******.com
Baker Avenue Wealth Management	301 Battery St floor 2, San Francisco, CA 94111	41598xxxx0	am@b*******.com	5	2			53	4	69
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	rbc*******@r.com							16000
Private Wealth Management \| U.S. Bank	1 California St Suite 2100, San Francisco, CA 94111	83396xxxx6	aar**********@u***.com					345436	5414	348000
Wealth & Tax Planners	1777 Botelho Dr, Walnut Creek, CA 94596	92593xxxx0	kpe**@w*******.com
Tab Bank	25 Jessie St, San Francisco, CA 94105	80162xxxx0	a.c**@t****.com
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Morgan Stanley Wealth Management	1995 University Ave Ste 500, Berkeley, CA 94704	51064xxxx0	int********@m**********.com
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Stella Wealth Advisors	3635 Webster St, San Francisco, CA 94123	41537xxxx1	adr***@s*****************.com
Robbins Wealth Management - UBS Financial Services Inc.	2 Belvedere Pl Ste 220, Mill Valley, CA 94941	41536xxxx7	aar*****@u.com
Brandon Hoyles - RPM Mortgage	1160 Battery St, San Francisco, CA 94110	41573xxxx0	abl*@r****.com			5	9	7516	1425	8900
Peninsula Accounting Services	61 Airport Blvd, South San Francisco, CA 94080	65058xxxx1	con**@g******************.co			3.1	14
Morgan Stanley Wealth Management	9000 Northgate Dr, San Rafael, CA 94903	41547xxxx1
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services	1005 A St Ste 315, San Rafael, CA 94901	41592xxxx1	dns***@a*.com
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com					13904		15000
The Financial Zen Group	600 California St Fl 11 San Francisco, CA 94108	41579xxxx5	cli*********@f*********.com			5	4			17
Redwood Grove Wealth Management	Mill Valley, CA 94941	41538xxxx1
Joan M Sautter	One Embarcadero Ctr Ste 1020 San Francisco, CA 94111	41593xxxx1				5	1
Wealth Plus	45 San Clemente Dr Ste A200, Corte Madera, CA 94925	41592xxxx6	ac@w************.com
Whittier Trust Company	505 Montgomery St Ste 1200 San Francisco, CA 94111	41528xxxx0	aau@w**********.com
Merrill Lynch Private Wealth Advisor Andrew J Meyer	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx5	aar********@s***.com
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Wealth & Tax Planners-Financial Telesis Inc	1646 N California Blvd, Walnut Creek, CA 94596	92593xxxx0
Merrill Lynch Private Wealth Advisor Andrew Wages	555 California St Ste 1800, San Francisco, CA 94104	61423xxxx0	aar********@s***.com
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	1550 Noriega St Ste 100 San Francisco, CA 94122	41566xxxx5	bra**@h*********.com			4.6	56			157
Raroque Wealth Management	1410 31st Ave, San Francisco, CA 94122	41556xxxx0
Morgan Stanley Wealth Management	411 Borel Ave, San Mateo, CA 94402	65035xxxx1	int********@m**********.com
Enhance Wealth Advisors	121 Spear St, San Francisco, CA 94105	92593xxxx9	inf@e*******.com
Fama Capital Wealth Management,LTD	505 Montgomery St, San Francisco, CA 94111	41587xxxx8
wealthguard inc	529 Commercial St, San Francisco, CA 94111	41539xxxx3	con**@w***********.com
Citi	451 Montgomery St, San Francisco, CA 94104	41581xxxx0	abb********@c*.com	2.8	9
Merrill Lynch Private Wealth Advisor Peter V Arbogast	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx1	aar********@s***.com
Wealth Enhancement Group	3 Hamilton Lndg Ste 260, Novato, CA 94949	41538xxxx0	aba**@w**************.com
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	car**********@a*.com
Peninsula Wealth - CLOSED	250 King St, San Francisco, CA 94107
Risha Kilaru at OriginPoint	580 California St Office 1616 San Francisco, CA 94104	51020xxxx4	ala******@o********.com	3	2	4.8	364	329	3	362
Financial Fitness Center	295 27th St, Oakland, CA 94612	51065xxxx4	ann@f********************.com	3.7	3	4.3	20
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	der******@a*.com		188					71
Sovereign Wealth Management	333 Bush St San Francisco, CA 94104	41569xxxx6
Helen Abe - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx8
Chase Bank	2300 16th St, Ste 290 San Francisco, CA 94103	41570xxxx3	acc********@c**.com			2.4	30
Lyon Wealth Management	1550 Tiburon Blvd, Belvedere Tiburon, CA 94920	41570xxxx2	abc***@h**************.com
Wealth Properties Inc.	1388 Sutter St, San Francisco, CA 94109	41534xxxx9	inf@b********.net
Astor Financial Group	38 Miller Ave Ste 200 Mill Valley, CA 94941	41554xxxx9	cc@a******.com			5	1			113
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com					402	10	392
Mariner Wealth Advisors	6425 Christie Ave Ste 290 Emeryville, CA 94608	41592xxxx0	aal***********@m******************.com			1	1		15	4400
California Street Wealth Management	1000 4th St, San Rafael, CA 94901	62888xxxx8	edd@c****************.com
The Common Wealth Club	116 The Embarcadero, San Francisco, CA 94105	41534xxxx4
Blueprint Wealth Center	2603 Camino Ramon, San Ramon, CA 94583	92580xxxx5
Realty World - Wealth Advisors	526 Washington St San Francisco, CA 94111	41551xxxx2
Presidio Wealth Mgmt	832 Sansome St, San Francisco, CA 94111	41573xxxx2
Charles Schwab	3478 California St Ste 100 San Francisco, CA 94118	41544xxxx0	jan***@s***.com	3.3	9	2.1	14		189	659000
Hanke Wealth Management	100 Bush St Ste 1675 San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress			5	5
Empowered Wealth	1000 4th St, San Rafael, CA 94901	80139xxxx0	ann@e*************.com
James River Wealth Advisors	1160 Battery St, San Francisco, CA 94111	80432xxxx7	ccl***@j*****.com							23
Perigon Wealth Management	201 Mission St Ste 1825 San Francisco, CA 94105	41543xxxx0	abe**@p**********.com
First Bank	300A Pine St, San Francisco, CA 94104	41578xxxx0	Cli********@f*.com	5	2			2520	8	2600
True Wealth Advisory Group	1600 S Main St Ste 202, Walnut Creek, CA 94596	92593xxxx6	inf@t***************.com	5	1
Waverley Wealth Management	2570 El Camino Real, Los Altos, CA 94022	65055xxxx0	inq****@w***********.com
Holzberg Wealth Management	24 Hawthorne Ln., Corte Madera, CA 94925	41589xxxx6	inf@h***.org
Wealth Acupuncture	2940 Summit St Ste 2c, Oakland, CA 94609	51029xxxx0	wea************@o****.com								5	1
Lighthouse Wealth Management	181 2nd Ave, San Mateo, CA 94401	65068xxxx0	res****@l*********.com
Financially Arise Wealth Strategies & Insurance Solutions	3703 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx9	arg**@f*************.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
LendingHome	1 California St Fl 17 San Francisco, CA 94111	84441xxxx3	aar******@l********.com			1.7	11	31574		33000
Jennifer Buich - Private Wealth Advisor, Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			5	5
Greene Estate, Probate, & Elder Law Firm	447 Sutter St Ste 435 San Francisco, CA 94108	41590xxxx5	and**@a*******************.com			5	7
Arch Hoffman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com
EP Wealth Advisors	2150 Shattuck Ave Ste 700, Berkeley, CA 94704	51084xxxx2	ab@e*******.com					1148	33
Kerry Farley - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5	mat************@r.com							15
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	mic**********@r.com
Hannah Wealth Management	675 Hegenberger Rd Ste 223, Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Merrill Lynch Private Wealth Advisor James G DeMartini	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx7	aar********@s***.com
Wells Fargo Private Bank	420 Montgomery St, San Francisco, CA 94104	41539xxxx8	aar********@w*******.com	2	8			153186		11
Lovell Wealth Management	1990 N. California Blvd. Suite 830, Walnut Creek, CA 94596	92593xxxx2	a@l*********************.com							24
Beryl Wealth Management	511 4th St, San Rafael, CA 94901	41544xxxx5
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com					73		91
Sheppard, Uziel & Hendrickson Law Firm	423 Washington St Ste 200 San Francisco, CA 94111	41529xxxx0	ada@s*********.com			4.3	40			9
Delphi Wealth Management Group San Francisco	44 Montgomery St Suite 2950, San Francisco, CA 94104	62827xxxx2	jls**@d******.com					610	48	661
Peak 360 Wealth Management	931 Hartz Way Ste 220, Danville, CA 94526	92527xxxx0
Summit Wealth & Retirement Partners	1990 N California Blvd Ste 930, Walnut Creek, CA 94596	92592xxxx0
Powers Equity & Accountancy	201 California St Ste 490 San Francisco, CA 94111	41539xxxx5	bar**@p*********.com			4	4
Gaylord Wealth Management	535 Mission St, San Francisco, CA 94105	41597xxxx9	afj*************@h*****************.com
Wang Wealth Management	536 Irving St, San Francisco, CA 94122	41575xxxx7	xu.**@l.com
Rockwood Wealth Management	68 Rockwood Ct, San Francisco, CA 94127	41559xxxx7	ste*********@r*******.com
Chase Bank	560 Mission St Fl 2, San Francisco, CA 94105	41531xxxx0	a.b@c****.com					938695	6740	37
EP Wealth Advisors	3 Lagoon Dr Ste 190, Redwood City, CA 94065	65071xxxx0	ab@e*******.com
RBC Wealth Management Branch - Marin	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	rbc*******@r.com
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St, San Francisco, CA 94123	41544xxxx0	a.j*******@e********.com			4.7	11	88358		101000
NAPA Valley Wealth Management	1407 Oakland Blvd, Walnut Creek, CA 94596	92593xxxx0
Wealth Net	165 N Redwood Dr, San Rafael, CA 94903	41547xxxx0
Mercer Partners Wealth Management	1243 Alpine Rd Ste 219, Walnut Creek, CA 94596	92593xxxx0
Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					126		130
The Kotarba Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Hanke & Co Wealth Management	100 Bush St, San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress	4.4	14					85
Oak Tree Wealth Management	3180 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx0	ben@o************.com
Edward Jones - Financial Advisor: Patrick Cross	345 W Portal Ave Ste 100 San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com			4.2	5	88068		101000
Bett Martinez Insurance Solutions	555 Pierce St, Albany, CA 94706	51052xxxx2	mar****@c********.com			5	14
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122	681	28
Mark Anthony Porter - Porter, Ritchie and Associates	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	dns***@a*.com			5	6
RBC Wealth Management	2 Embarcadero Ctr San Francisco, CA 94111	41563xxxx0	cli********@r.com					13929		15000
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com					13904		15000
Mellon Private Wealth Management	525 Market St, San Francisco, CA 94105	41595xxxx0	jes**********@b******.com
Bank of America Financial Center	33 New Montgomery St San Francisco, CA 94105	41562xxxx1	ahm*****@b*.com			2.5	55
Citi Personal Wealth Management	130 W Portal Ave, San Francisco, CA 94127	41573xxxx1	aar********@c******.com
Master Wealth	809 Podva Rd, Danville, CA 94526	51058xxxx0
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Wealth Creating Investments	388 Market St Ste 1300, San Francisco, CA 94111	41541xxxx1
Flagstar Bank Home Loan Center	1 Sansome St, San Francisco, CA 94104	41535xxxx0
Clifton Kelly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	rbc*******@r.com
Pnc Multi Family Capital	575 Market St, San Francisco, CA 94105	41573xxxx0
LibertyX Bitcoin ATM	3098 Polk St, San Francisco, CA 94109	80051xxxx0	ada@l*****.com
Hurley Wealth Management Group	1601 Bayshore Hwy, Burlingame, CA 94010	65051xxxx2	re@h***********.com
A W Private Wealth Management	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	a@a****.com
Merrill Lynch Private Wealth Advisor Hilary P Giles	555 California St Suite 1800, San Francisco, CA 94104	65047xxxx3	dom***************@b**********.com
The CJ Wealth Management Group-Morgan Stanley	245 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
Hudson Private Wealth Advisors - Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com					71		73
Encompass Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx4	abc*****@u.com
Kuosen Fung - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	joh******@c.rbcwealthmanagement
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
TAN Wealth Management \| San Francisco Bay Area \| Tan Phan, MSFP, CFP®		41577xxxx8	tan@t******.com	5	3					144
Elmwood Wealth Management Inc	2027 4th St, Berkeley, CA 94710	51085xxxx3	bob@e************.com
Morgan Stanley Wealth Management	1 Kaiser Plz, Oakland, CA 94612	51083xxxx0	aar*********@m*********************.com
Paradigm Wealth Architects	2130 Stockton St Apt 314, San Francisco, CA 94133	54025xxxx4
HCM Wealth Mangement	485 Broadway Ste 800, Millbrae, CA 94030	65020xxxx1	hch*****@w**************.net
Wang Wealth Management	1177 California St, San Francisco, CA 94108	41575xxxx7
Titus Wealth Management	700 Larkspur Landing Cir Ste 109, Larkspur, CA 94939	65037xxxx7	fre********@l.com
HSBC	500 Folsom St, San Francisco, CA 94105	62826xxxx8	aar*************@u.hsbc					74029	2282
David Kupferman, CPA	470 Columbus Ave Ste 204 San Francisco, CA 94131	41524xxxx1	dav@s**.com			4.2	18
Wang Wealth Advisors LLC	1177 California St APT 503, San Francisco, CA 94108	41575xxxx7	aar******@l.com	5	1
Merrill Lynch Wealth Management	2 Belvedere Pl Ste 100, Mill Valley, CA 94941	41528xxxx0	ale********@m.com
Kk Wealth Advisors	4300 El Camino Real Ste 105, Los Altos, CA 94022	65094xxxx0
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	7	342		369
Matthew Larrabure - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3	joh******@c.rbcwealthmanagement							15
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*****@u.com
Crystal Springs Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx4	abb*******@u.com
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com	5	1
Morgan Stanley Wealth Management	1101 5th Ave, San Rafael, CA 94901	41545xxxx0	aal*****@m**********.com					113354	3089	131000
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93	775		833
Spectrum Private Wealth Advisors - Ameriprise Financial	311 California St Ste 400 San Francisco, CA 94104	41577xxxx7	dns***@a*.com
Nexgen Wealth Group	San Francisco, CA 94105	51043xxxx9
Comerica Bank	2001 Union St, San Francisco, CA 94123	41556xxxx0	aay**@c*****.com	3.2	5	2.3	16	13161	1104	14000
EP Wealth Advisors	3738 Mt Diablo Blvd Ste 201, Lafayette, CA 94549	92529xxxx8	ab@e*******.com
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Farmers Insurance - Jason Ortiz	600 San Pablo Ave Ste 201 Albany, CA 94706	51052xxxx0	dom*********@z***.com	5	10	5	3
Muirwood Private Wealth	1646 N California Blvd, Walnut Creek, CA 94596	92543xxxx0	chr@m*******.com
Provident Credit Union	701 Sacramento St, San Francisco, CA 94108	41539xxxx2	aal*****@p********.org	4.3	12	4.4	79	5911	92	5800
Morgan Stanley Wealth Management	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	acm*********@m**********.com
Bill Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com							16000
World Wide Wealth LLC	131 Franklin St, San Francisco, CA 94102	41597xxxx3	bes****************@p*******.com
Intrepid Coaching	San Francisco, CA 94131	61999xxxx9	joh@i**************.com			5	9
Spectrum Wealth Partners	3201 Danville Blvd Ste 190, Alamo, CA 94507	92557xxxx0	bra*****@l.com
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	abr**@b***.com			3.5	11
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com					349		374
Summit Wealth & Retire Prtnrs	55 Oak Ct Ste 210, Danville, CA 94526	92592xxxx0	cxx****@s**********************.com	5	3
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
Fulcrum Point Partners	30 Crestline Dr Ste 2 San Francisco, CA 94131	41564xxxx3	con**@f*****************.com			5	8			77
Mission Creek Capital Partners, Inc.	101 Mission St Ste 1750 San Francisco, CA 94105	41536xxxx0	aar*********@m************.com
Teodoro Wealth Management	265 Miller Ave Ste 200, Mill Valley, CA 94941	41588xxxx0	ale@t***********.com
Morgan Stanley Wealth Management	750 Lindaro St Ste 300, San Rafael, CA 94901	41546xxxx7	acm*********@m**********.com
Eric Englund - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3
Frezza Haynes	430 Anza St, San Francisco, CA 94118	88838xxxx9	joh@f**********.com			5	1
Merrill Lynch Private Wealth Advisor John Shuhda	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx8	ale********@m.com
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					157		154
Tailwaters Private Wealth Management Group - UBS Financial Services Inc.	555 California St Suite 3200, San Francisco, CA 94104	41596xxxx1	abc*****@u.com
Natural Wealth Health Center	10360 San Pablo Ave, El Cerrito, CA 94530	51052xxxx8
SDM Advisors - Wealth Management	235 Montgomery St 30th Floor, San Francisco, CA 94104	41569xxxx0	adv***@s********.com
The Gapper Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com					14536		16000
Athena Wealth Strategies	2801 Pinole Valley Rd, Pinole, CA 94564	51096xxxx8
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
Rich Chambers, CFP, RLP	1310 Sanchez St San Francisco, CA 94131	65021xxxx8
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
Foci Wealth Management - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com					75		91
Bradley Ughetta - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41579xxxx2	aar***********@b**********.com					55395	910
Wealth Enhancement Group	6333 Potrero Ave Ste 200, El Cerrito, CA 94530	51023xxxx4	aba**@w**************.com	5	3
The Meniktas Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	abc*****@u.com
Hunt Wealth Management	1340 Treat Blvd, Walnut Creek, CA 94597	92589xxxx4
Aikapa Wealth Planning & Management	1 Market San Francisco, CA 94015	41554xxxx7	adm@a***.com
Carson Wealth	2350 Kerner Blvd, San Rafael, CA 94901	41546xxxx8	afo*@c*********.com					2065	53	2300
Moirai Wealth Management	722 Montgomery St San Francisco, CA 94111	41598xxxx1	aat*@m***.com		106
Bear Stearns And Company Inc	560 Mission St Ste 2400, San Francisco, CA 94105	41522xxxx6	dom*************@j*****.com					427230		449000
Merrill Lynch Private Wealth Advisor David J Waitrovich	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx7	dom***************@b**********.com
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
BPM Wealth Management	555 California St, San Francisco, CA 94104	41547xxxx0	doe**@g**********.com
Evercore Wealth Management	425 California St, San Francisco, CA 94104	41528xxxx0	ale*****@e*****.com
Cornerstone Wealth Group	88 Kearny St, San Francisco, CA 94108	41531xxxx0	asm*@c********.com					257		270
Northwestern Mutual Wealth Management	600 Montgomery St, San Francisco, CA 94111	41573xxxx5	nmw******@n***************.com
Vista Wealth Management	88 Kearny St Ste 1700 San Francisco, CA 94108	65025xxxx0	bra@v********.com
Deyoe Wealth Management	1400 Shattuck Ave Ste 1, Berkeley, CA 94709	51084xxxx2	dey********************@c***********.com
Shira Ridge Wealth Management	100 Larkspur Landing Cir Ste 203, Larkspur, CA 94939	41572xxxx5	aly@m***********.com
Matthews Financial & Insurance Solution	240 3rd St Ste 2A Oakland, CA 94607	51022xxxx8	inf@m**.biz			5	3
Wealth Plus	2173 Francisco Blvd E Ste I, San Rafael, CA 94901	41545xxxx6
Wise Stephen A CPA	150 Post St Ste 610 San Francisco, CA 94108	41598xxxx3
Humanity Wealth Advisors	39899 Balentine Dr Ste 200, Newark, CA 94560	51093xxxx8	hsh***@h***********.com
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com							117
Catalyst Private Wealth	101 Montgomery St Ste 850, San Francisco, CA 94104	41588xxxx0
Delta Dental of California	560 Mission St San Francisco, CA 94105	41597xxxx0	aar@d***********.com			1.2	214			19000
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com		2
Carey Consulting Wealth Management Inc	3189 Danville Blvd, Alamo, CA 94507	92540xxxx6
City National Bank - San Francisco Main	150 California St, San Francisco, CA 94111	41557xxxx0	ale**********@c.com			2.8	6	5371	151	5900
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Redwood Wealth Partners	700 Larkspur Landing Cir, Larkspur, CA 94939	41530xxxx1
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Worldview Wealth Advisors	1 Samson St, San Francisco, CA 94104	50362xxxx0
U.S. Bank	525 Market St, San Francisco, CA 94105	41527xxxx0
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com					14536		16000
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	aje@s***************.com			5	11
Altum Wealth Advisors	San Francisco, CA 94129	41537xxxx2	inf@a*********.com
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
Buckingham Strategic Wealth	2409 Park Blvd, Palo Alto, CA 94306	65056xxxx1	adm@b**************.com					553	6	650
East Bay Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Gaylord Wealth Management	3145 Geary Blvd Ste 717 San Francisco, CA 94118	41555xxxx2	con**@p***********.org			5	2
Citrine Capital	535 Mission St 14th floor, San Francisco, CA 94105	41549xxxx2	inf@c********************.com	5	15			378	4	386
James With - Private Wealth Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Archvest Wealth Advisors	1390 Willow Pass Rd, Concord, CA 94520	92521xxxx0	adv***@a*****.com
Cerity Partners	345 California St Ste 1100 San Francisco, CA 94104	41578xxxx5	aad*@c***********.com
Mindful Money	Berkeley, CA 94704	51084xxxx2	jon***@m****.money			5	19			9600
Verreos Insurance Agency	122 Warbler Ln, Brisbane, CA 94005	80046xxxx7	inf@v*****.com	5	3	4.6	10
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
Integrated Wealth Consultants, Inc.	1010 B St Ste 333, San Rafael, CA 94901	41523xxxx7
Three Bridge Wealth Advisors	75 Sea Cliff Ave, San Francisco, CA 94121	41566xxxx1
Bill Grayson - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx5	wms********@r.com							16000
The Diehl Mallory Group-Morgan Stanley Financial Wealth Advisors	555 California St, San Francisco, CA 94104	41591xxxx2	acm*********@m**********.com
Optimized Results	205 Chatanooga St Ste 3 San Francisco, CA 94114	41582xxxx8	ian@o****************.com			5	13
Avella Private Wealth	1000 Dewing Ave Unit 311, Lafayette, CA 94549	41520xxxx0	ave******************@d***************.com
Sprague Wealth Solutions	2400 Camino Ramon Ste 266, San Ramon, CA 94583	92532xxxx0	joh*****@s***.net
Bernstein Global Wealth Management	555 California St, San Francisco, CA 94104	41521xxxx0	aar****@a**************.com
Phuong La, EA	166 Geary St 1500 1271 San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Davenport Wealth Advisors	20980 Redwood Rd Ste 230, Castro Valley, CA 94546	51039xxxx8
Wealth Enhancement Group	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92535xxxx0	ada*******************@w**************.com
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
National Asian American Coalition	318 Westlake Ctr Ste 270 Daly City, CA 94015	65095xxxx2	abe**@n*.org			4	8			9
Terri Brown - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5
Deyoe Wealth Management Inc	2150 Shattuck Ave, Berkeley, CA 94704	51084xxxx2
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com					80	7	78
Merrill Lynch Wealth Management	1111 Broadway, Oakland, CA 94607	51020xxxx0	aas**********@m.com
Bishop Wealth Management LLC	1 Market St Ste 3600 San Francisco, CA 94105	41525xxxx6
Merrill Lynch Private Wealth Advisor Adrienne Iglehart	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx0	aar********@s***.com
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com					119		115
Heritage Wealth Advisors - Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	aid*****@a*.com					375	39	424
Horizon Wealth Group	2682 Bishop Dr Ste 209, San Ramon, CA 94583	92524xxxx0	hor*****************@d*.jewellaprivacy							42
Real Wealth Network CA Real Estate	171 Mayhew Way, Pleasant Hill, CA 94523	92528xxxx0	amy@r****************.com					4221		4700
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Suite 2500, San Francisco, CA 94111	41529xxxx0	Leg@B*****.com	5	2
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com					35		36
Wealth Building Concepts	899 Northgate Dr, San Rafael, CA 94903	41549xxxx4
Shuyi KONG Wealth Management	138 Westlake Ave, Daly City, CA 94014	65075xxxx2
Marin Wealth Advisors	1901 Harrison St Ste 1100 Oakland, CA 94612	51021xxxx0	inf@m*****************.com					132		130
Modern Wealth Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92527xxxx0	ben***@m*******************.com
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 34th + 46th Floor, San Francisco, CA 94104	41595xxxx8	alb**********@u.com
Stuart Reilly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx7
Raroque Wealth Management	3755 Balboa St Ste 203, San Francisco, CA 94121	41556xxxx0
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Fama Capital Wealth Management	505 Montgomery St 11th Fl, San Francisco, CA 94111	41587xxxx8
Bank of the West	180 Montgomery St, San Francisco, CA 94104	41576xxxx0	aab**@b**********.com					98516	1621	99000
Bridge Bank Loan Production Office	201 Montgomery St Ste 100, San Francisco, CA 94104	62822xxxx0	a.a***@w**************************.com
Real Wealth Network	1875 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0	amy@r****************.com					4214		4700
Conversant Wealth Management	500 La Gonda Way, Danville, CA 94526	92543xxxx0	inf@c**************.com
Arete Wealth Australia	2120 University Ave, Berkeley, CA 94704	88854xxxx0	exx@a*******.com
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com					233		232
Marin Wealth Advisors LLC	50 California St Ste 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com							134
Carson Wealth	250 Camino Alto, Mill Valley, CA 94941	41538xxxx8	abr**@c*********.com					2020	48	2200
LK Wealth & Asset Management	320 Family Farm Rd, Woodside, CA 94062	65043xxxx1	adv*********@h**************.com	5	3					514
Broadway Wealth Management Of LPL Financial	505 14th St Ste 900, Oakland, CA 94612	51090xxxx0	a.n***@l.com
Herold & Lantern Investments	111 Pine St Ste 1215 San Francisco, CA 94111	41539xxxx9	ala******@h**********.com
Redwood Grove Wealth Management	100 Larkspur Landing Cir, Larkspur, CA 94939	41573xxxx3	ang@r***********.com
Liberty Group	411 30th St Second Floor Oakland, CA 94609	51065xxxx0	amc*****@l************.com	4.3	6	3.4	10	1006	4	1000
Charles Schwab	211 Main St, San Francisco, CA 94105	41566xxxx0	app*****************@s***.com			2.1	149
Relevant Wealth Advisors	100 Larkspur Landing Cir, Larkspur, CA 94939	41592xxxx0
Bay Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abc*@u.com
Wealth Enhancement Group	210 Eureka Sq, Pacifica, CA 94044	65075xxxx0	aba**@w**************.com
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com					76		92
Chad R. Miles - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41541xxxx2	aar****************@b**********.com					55395	910
ClearPath Capital Partners	222 Front St San Francisco, CA 94111	41568xxxx0	ant**@c*************.com
Sasha Lee Consultants	San Francisco, CA 94123	41535xxxx4	joh@s*****************.com			5	10
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
CIBC Private Wealth	101 2nd St 25th Floor, San Francisco, CA 94105	41543xxxx4	acc*****@c*.com	3	2			2123		2200
Home Wealth Development	1036 A St, Hayward, CA 94541	88830xxxx8
Marin Wealth Advisors LLC	315 Montgomery St 10th Floor, San Francisco, CA 94104	41547xxxx5	inf@m*****************.com	5	1			132		130
Sutro Advisors	San Francisco, CA 94123	41561xxxx6	mxx******@s**********.com			5	1
Yeager Wealth Management	400 S El Camino Real, San Mateo, CA 94402	65069xxxx0
Books in Harmony	2930 Domingo Ave, Ste 1555, Berkeley, CA 94705	92530xxxx2	inf@b************.com			5	12
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement					14640		16000
Tiedemann Wealth Management	101 California St, San Francisco, CA 94111	41539xxxx9	aho***@t************.com
Zhong Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Mitchell Law Group	555 California St Ste 4925 San Francisco, CA 94104	41576xxxx0	d-j*@m**********.com			2.3	3
Silicon Private Wealth	500 Washington St, San Francisco, CA 94111	40864xxxx0	ccu******@s*****************.com
U.S. Bank - Private Wealth Advisor: Sean Thomas	1 California St Ste 2100, San Francisco, CA 94111	41567xxxx6	aar**********@u***.com					345436	5414	348000
Golden Gate Insurance	1000 Hampshire St San Francisco, CA 94111	41542xxxx4				4	4
Insight Wealth Management	2600 10th St Ste 424, Berkeley, CA 94710	51064xxxx3	agr*@i***********.com					116	4	133
Vantage Wealth Management	66 Bovet Rd, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
Harvest Savings & Wealth Technologies	60 E Sir Francis Drake Blvd, Larkspur, CA 94939	41536xxxx3	car**@h******.com
Bradley & Company	One Market Plz Ste 3600 San Francisco, CA 94105	41565xxxx0	abo@b******.com			5	1	1042	33	1100
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com							107
Justin Klueger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41551xxxx5	rbc*******@r.com
Opes Wealth Man	535 Middlefield Rd, Menlo Park, CA 94025	65056xxxx8
Arbor Wealth Management	2700 Ygnacio Valley Rd, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
KathyannPro Team	San Francisco, CA 94110	48086xxxx6	adm@k************.com					44		49
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx5	jor*******@a*.com	5	1			71		73
Oak Wealth Management	2890 N Main St, Walnut Creek, CA 94597	92535xxxx0	inf@o***.net					264		261
Carson Amiral	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx6	ade*******@n.com			5	2
Barclays	555 California St Ste 3000, San Francisco, CA 94104	41526xxxx0
Griffin Wealth Management	1224 Chesterton Ct, Walnut Creek, CA 94596	92593xxxx5
CIBC Private Wealth Management	3 Embarcadero Ctr, San Francisco, CA 94111	41543xxxx4	a.l*@a**********.com
Wealth Management Consultants	100 Pringle Ave Ste 450, Walnut Creek, CA 94596	92529xxxx7
Trailblazer Wealth	3201 Danville Blvd Ste 190, Alamo, CA 94507	92570xxxx7	pet@t**************.com
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com					401	10	391
Edward Schuller - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							16000
Burgess Financial Planning	177 Post St Ste 600 San Francisco, CA 94108	41552xxxx1	c18***************************@s***.wixpress			4.9	36
New Insight Wealth Advisors	111 Deerwood Rd, San Ramon, CA 94583	92523xxxx5	inf@n**************.com
Apella Wealth	2001 Union St Ste 540 San Francisco, CA 94123	41556xxxx0	aca***@a*********.com
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
Gaskin Wealth Management	318 Diablo Rd Ste 230, Danville, CA 94526	92583xxxx5	inf@i***************.com
Merrill Lynch Wealth Management	1995 University Ave, Berkeley, CA 94704	51054xxxx0	aas**********@m.com
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acm*********@m**********.com
Merrill Lynch Private Wealth Advisor Peter Kong	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx6	aar********@s***.com
Marin Wealth Advisors LLC	1901 Harrison St., Suite 1100,, Oakland, CA 94612	51021xxxx0	inf@m*****************.com
Hamilton Crescent Capital Management	1 Sansome St Fl 38, San Francisco, CA 94104	41581xxxx3	nas***********@g**.com
New Wave 2 Wealth	487 Yale St, San Francisco, CA 94134	41533xxxx9
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Citi	1000 Grant Ave, San Francisco, CA 94133	41581xxxx3	abb********@c*.com	3.1	10
Silicon Private Wealth	500 Washington St Ste 325 San Francisco, CA 94111	40864xxxx0	ccu******@s*****************.com
NewE Wealth Management	1700 Montgomery St Ste 101 San Francisco, CA 94111	80062xxxx3	bro*******@n***.com
Comfortable Structure	San Francisco, CA 94111	41586xxxx4	joh@c******************.com			5	43
Veris Wealth Partners	235 Montgomery St #850, San Francisco, CA 94104	41581xxxx0	afe****@v****.com
The Steven Loerke Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41557xxxx0	abc*****@u.com
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	41598xxxx0	afs*@r********.com			5	10			214
Bespoke Wealth Advisors	177 Post St Ste 750 San Francisco, CA 94108	88847xxxx3	inf@b*******************.com
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1	119		115
Charter Risk Management and Insurance Agency	2310 Clement St, San Francisco, CA 94121	41587xxxx0	c18***************************@s***.wixpress		2	5	9	581577		46
Morgan Stanley Wealth Management	1 Sansome St Ste 1400, San Francisco, CA 94104	41598xxxx0	aar*********@m*********************.com
Guaranty Bank	1226 Stockton St, San Francisco, CA 94133	41539xxxx0
Odyssey Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41596xxxx7	alb**********@u.com
Pollak & Pollak Wealth Management - Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com		2			400	10	392
Portico Wealth Advisors	17 E Sir Francis Drake Blvd Ste 218, Larkspur, CA 94939	41592xxxx0	bre*@p**********.com
Valley Oak Wealth Management	2 Ranch Dr, Novato, CA 94945	41589xxxx9	ann@v*********.com	5	14			238	42	262
UBS Private Wealth Management	555 California St, San Francisco, CA 94104	41535xxxx0	aar*****@u.com	4	3			229610		242000
TAN Wealth Management	San Francisco, CA 94112	41577xxxx8	tan@t******.com			5	2
Self-Help Federal Credit Union	2430 Mission St, San Francisco, CA 94110	41543xxxx4	aar***@s*********.org			2.1	23	1724	16	1900
U.S. Bank – Wealth Management Banker: Xiaodong Miao	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx0	aar**********@u***.com					345295	5817	347000
Jay Sondhi, U.S. Bank Home Mortgage	1998 Mountain Blvd, Oakland, CA 94611	51039xxxx0	all*******@a***.usbank	5	53	5	132	345310	5614	347000
Wealth Mechanix	1806 Belles St Ste 4B, San Francisco, CA 94129	41575xxxx2	rob*@w***********.com
WP Advisors	353 Sacramento St Fl 18 San Francisco, CA 94111	41577xxxx0	inf@w***********.com
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com					113377	3114	131000
Hawk Hill Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com		2
Summit Wealth Strategies	275 Battery St # 700, San Francisco, CA 94111	41530xxxx2
Buckingham Strategic Wealth	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	adm@b**************.com					553	6	650
The Advisory Group of San Francisco	44 Montgomery St Suite 2410, San Francisco, CA 94104	41597xxxx0	ati*@a************.com	5	1			64	2	67
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7	232	51	234
Euphoria Financial Services	1818 Gilbreth Rd Ste 230 Burlingame, CA 94010	41596xxxx0	dns****@a*****.com			5	1
David Reppas, CFP, Senior Vice President-Wealth Management, Senior Portfolio Manager-UBS Financial Services Inc	1255 Treat Blvd, Walnut Creek, CA 94597	92574xxxx1	aar********@u.com
Wetherby Asset Management	580 California St Fl 8 San Francisco, CA 94104	41539xxxx9	aar@w*****.com			5	1
Ashfield	750 Battery Street San Francisco, CA 94111	41539xxxx7
Oce USA	575 Market St Ste 1900, San Francisco, CA 94105	41549xxxx0
TA Wealth Partners	2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111	41583xxxx5	aab****@r***.com
First Wealth Financial	601 California St Ste 1150, San Francisco, CA 94108	41542xxxx0
Oakland Silver & Gold	3929 Piedmont Ave Oakland, CA 94611	51060xxxx6	osg**@g**.com			4.6	84
Citibank	1900 Noriega St, San Francisco, CA 94122	41564xxxx4	abb********@c*.com	1.7	14	1.8	17
Lapaz Wealth Management Group - Ameriprise Financial Services	353 Sacramento St Ste 2300 San Francisco, CA 94111	41574xxxx9	dns***@a*.com
Tiffany Groode	Oakland, CA 94612	51096xxxx6	tif**@t**********.com			5	25			121
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	aas**********@m.com
Stewart Wealth Management	1050 Northgate Dr, San Rafael, CA 94903	41549xxxx4	aar**********@r*********.com					17531		18000
Relevant Wealth Advisors	2 Belvedere Pl Ste 350, Mill Valley, CA 94941	41588xxxx3	cul*@g******.com
Desmond Wealth Management, Inc.	1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com
BNY Mellon	550 Kearny St, San Francisco, CA 94108	41526xxxx0
Atlas Capital Advisors	38 Keyes Ave San Francisco, CA 94129	41535xxxx0	adi@a****.com			4	4
Ascension Wealth Partners	391 Taylor Blvd, Pleasant Hill, CA 94523	92579xxxx0	jsm*@a********.com
EP Wealth Advisors	1333 N California Blvd Ste 100, Walnut Creek, CA 94596	92528xxxx1	ab@e*******.com
Tiburon Wealth Advisors	1001 Magnolia Ave, Larkspur, CA 94939	41541xxxx3	jsm*@t**********.com
Tammy Haygood - UBS Financial Services Inc.	One California St Fl 20 San Francisco, CA 94111	41595xxxx5	aar*****@u.com			5	1
Strive Wealth Builders	828 San Pablo Ave Ste 105D, Albany, CA 94706	51083xxxx4
Delphi Wealth Advisors	370 Diablo Rd Ste 207, Danville, CA 94526	92583xxxx7
Brian Addington - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	bri**********@r.com
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	41563xxxx7	ami@l***********.com	4.2	19	4.9	52
Merrill Lynch Wealth Management	101 California St 24th Fl, San Francisco, CA 94111	41527xxxx0	ale********@m.com
Golden Gate Financial Partners	580 California St Ste 1200 San Francisco, CA 94104	41539xxxx4	abi@g**********.com
Chrysalis Capital Group	131 Franklin St San Francisco, CA 94102	41577xxxx3	zso*******@v*******.com
Lab Wealth Management	1130 Wood St, Oakland, CA 94607	51073xxxx4	leo@l*****************.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Blueprint Wealth Partners	5000 Executive Pkwy, San Ramon, CA 94583	92580xxxx5
Tomren Wealth Management	2410 Camino Ramon Ste 225, San Ramon, CA 94583	92583xxxx0	ale*@t*********.com					50		85	5	1
Osborne Partners Capital Management	1 Embarcadero Ctr Ste 4100 San Francisco, CA 94111	41536xxxx7	aar**@o************.com
Fidelity National Title	2212-B S Shore Ctr Alameda, CA 94501	51086xxxx0	fnf********************@f.com			3.2	9
BNY Mellon Wealth Management	555 Mission St, San Francisco, CA 94105	41595xxxx0		5	1
RBC Wealth Management	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Yoder Wealth Management	2033 N Main St Ste 1060, Walnut Creek, CA 94596	92569xxxx0	ana@y*****.com
OpenInvest	2 Mint Plz Ste 604 San Francisco, CA 94103	90897xxxx1
Kristine Carey, Catalyst	San Francisco, CA 94107	41595xxxx1	coa@k**********.com			5	9
Hurley Wealth Management Group	1601 Bayshore Hwy Ste 302 Burlingame, CA 94010	85548xxxx3	re@h***********.com			3	2
Atherton Wealth Planning	697 Menlo Ave, Menlo Park, CA 94025	65030xxxx6	inf@a************.com
Private Ocean	140 Geary St Fl 6 San Francisco, CA 94108	41578xxxx2	ang*@p*********.com							124
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Kevin Roche - TIAA Wealth Management Advisor	4 Embarcadero Ctr #1400, San Francisco, CA 94111	88884xxxx9
Wealth Management Consultants	1111 Civic Dr, Walnut Creek, CA 94596	92593xxxx4
Bay Area Wealth Management Group	271 Bayhill Rd, Half Moon Bay, CA 94019	65036xxxx7
Nurtured Wealth	4037 Happy Valley Rd, Lafayette, CA 94549	92528xxxx9
Magnus Du Borg-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com
Poplar Global Wealth Management	318 Westlake Ctr, Daly City, CA 94015	65075xxxx0	adm@p*.com
Mason McCloskey - Merrill Lynch Wealth Management	555 California St Fl 9 San Francisco, CA 94104	41567xxxx1	aar********@s***.com
Park Place Wealth Advisors	18 Orinda Way, Orinda, CA 94563	92525xxxx2	dan@p**************.com	5	1
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	5
Merrill Lynch Private Wealth Advisor John B Myers	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx2	aar********@s***.com
Catalyst Private Wealth	235 Montgomery St, San Francisco, CA 94104	41588xxxx0	bre**@c******************.com
Run Right Business Consulting	San Francisco, CA 94110	41560xxxx8	cry**@r***************.com	5	132	5	133			118
Aventine Wealth Management	75 Broadway Ste 202 San Francisco, CA 94111	41523xxxx0	aar****@a************.com
Pinecrest Wealth Mgmt	39355 California St Ste 210, Fremont, CA 94538	51071xxxx0
Buckingham Strategic Wealth	1600 S Main St Ste 220, Walnut Creek, CA 94596	92549xxxx5	adm@b**************.com
AYA Wealth	1390 Willow Pass Rd Ste 900, Concord, CA 94520	92530xxxx4
Polaris Wealth Advisers, LLC	601 Montgomery St Ste 700 San Francisco, CA 94111	41526xxxx0	acr*****@p**********.net
Seacrest Wealth Management	7075 Redwood Blvd, Novato, CA 94945	70776xxxx0	amc******@s*******.com
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com					13904		15000
Merrill Lynch Private Wealth Advisor David A Moyne	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx9	dom***************@b**********.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com					398		417
TMG Wealth Management	2801 Otis Dr, Alameda, CA 94501	92576xxxx4
Marlow & Massoni Cpas	2134 Van Ness Ave San Francisco, CA 94109	41567xxxx4	ale@m********.com		32	4.6	9
Cognizant Wealth Advisors	530 Lytton Ave, Palo Alto, CA 94301	65020xxxx2	art******@c************.com					329	3	327
Merrill Lynch Private Wealth Advisor Chad Van Den Top	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx5	dom***************@b**********.com
Thrivent Financial - San Francisco Group	50 Belcher St San Francisco, CA 94114	41543xxxx0	a.v@t*******.com			3.5	2	408724		398000
Theodore Simos - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Emily Chan Wealth Advisors	1005 A St, San Rafael, CA 94901	41552xxxx7	dns***@a*.com
Chris Spence - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5
Merrill Lynch Private Wealth Advisor Scott Buoy	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx8	aar********@s***.com
Aventine Wealth Management	75 Broadway, San Francisco, CA 94111	41523xxxx0
Vista Wealth Management	88 Kearny St, San Francisco, CA 94108	41548xxxx1	aan****@h*************.com							51
Skylark Wealth	2443 Fillmore 380-1492 San Francisco, CA 94115	41588xxxx9	jan@s***********.com			5	1
Pearl Wealth Advisors	1350 Treat Blvd Ste 170, Walnut Creek, CA 94597	92539xxxx1
Green Valley Wealth Advisors	2655 Van Ness Ave Ste 3, San Francisco, CA 94109	41568xxxx1
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx6	dns***@a*.com
First Bank, Wealth Management Group	456 Montgomery St, San Francisco, CA 94104	41527xxxx1
U.S. Bancorp Investments - Financial Advisors: Wendy Wong	350 California St, San Francisco, CA 94104	41536xxxx6	aar**********@u***.com					345296	5817	347000
Winship Wealth Partners	442 Post St, San Francisco, CA 94102	41545xxxx0	csl**@w**********.com								5	2
Diehl and Mallory - Morgan Stanley Financial Wealth Advisors	555 California St #1400, San Francisco, CA 94104	41591xxxx2	acc********@m**********.com
J.P. Morgan Private Bank	560 Mission St Fl 22, San Francisco, CA 94105	41531xxxx2	acc****************@j*****.com	3.7	3
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			4	4
Holzberg Wealth Management	Corte Madera, CA 94925	41589xxxx6	har*@h**.org
Charles Truong-Wealth Financial Advisor	15075 Farnsworth St, San Leandro, CA 94579	51036xxxx7	aab**@b**********.com					40848	177	41000
Dombrowski Wealth Management	1630 N Main St #415 (Mailing Address Only) - Branch Office: 3731 Sunset Ln, #100, Antioch CA 94509; 925.706.1040, Walnut Creek, CA 94596	51032xxxx6
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com					112980	3042	129000
Verity Wealth Advisors	220 Halleck St, San Francisco, CA 94129	41556xxxx0	and*@v*********.com
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Shield Wealth Management	One Harbor Dr Ste 300 Sausalito, CA 94965	41532xxxx8	bba*@s*****.com
Foci Wealth Management - Ameriprise Financial Services	353 Sacramento St Ste 2300 San Francisco, CA 94111	41528xxxx0	dns***@a*.com
Real Wealth Network	1815 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0
Bay Wealth Legal Group	909 Laurel St, San Carlos, CA 94070	65077xxxx3	mli@b************.com
Hanke & Company Wealth Management, LLC	177 Post St # 800, San Francisco, CA 94108	41578xxxx0	c18***************************@s***.wixpress	4.4	14					86
Virtual CPA For You	San Francisco, CA 94133	41570xxxx9	baf***************************@s***.wixpress			4.5	15			96
H&R Block	1727 Taraval St San Francisco, CA 94116	41556xxxx4	agi**@a.nv			3.1	16
Ryan Overton - TIAA Wealth Management Advisor	4 Embarcadero Ctr #1400, San Francisco, CA 94111	88884xxxx9	acc********@t*.org					90970	524	91000
Brandon J Miller - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	2
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx4	dav*******@r.com
Wealth Enhancement Group	1999 Harrison St Ste 1530, Oakland, CA 94612	41598xxxx0	aba**@w**************.com
JP Morgan Chase	220 Bush St, San Francisco, CA 94104	41539xxxx0						940680	6740	37
Marin Wealth Advisors	50 California St Ste 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com					132		130
Matthew Forrey - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Dogpatch Wealth	555 20th St Suite 2 & 3, San Francisco, CA 94107	41546xxxx3	ada@d*************.com	5	18
Prime Wealth Management	2936 Domingo Ave, Berkeley, CA 94705	51084xxxx7
Citibank	6100 Geary Blvd, San Francisco, CA 94121	41564xxxx5	abb********@c*.com			2.8	28
Elite Financial Group	San Francisco Bay Area, CA 94102	41577xxxx2	dhu*@e*****.com			4.8	5
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com							203
Upstart Wealth Management	582 Market St Ste 808 San Francisco, CA 94104	41554xxxx6	inf@u***********.com
Veris Wealth Partners	400 Montgomery St Ste 1102 San Francisco, CA 94111	41581xxxx0	afa******@v****.com
Stoffer Wealth Advisors	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	41570xxxx0
Hanke & Company Wealth Management, LLC	177 Post St, San Francisco, CA 94108-4729	41578xxxx0	c18***************************@s***.wixpress	4.4	14
Wealth Strategic	2269 Chestnut St, San Francisco, CA 94123	80021xxxx5
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
One Wealth Advisors	766 Valencia St, San Francisco, CA 94110	41572xxxx0	asc***@o******.net							227
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Silicon Valley Capital Management	807 Montgomery St San Francisco, CA 94113	41586xxxx0	cga*@s*.com
Orchid Wealth Management	970 Palo Alto Ave, Palo Alto, CA 94301	65033xxxx4	bra**@o*******************.com		2
ROMAR Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9				5	13
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
KA Law	100 Pine St Ste 1250 San Francisco, CA 94111	41594xxxx5	bd1***********************************@w***************.com			5	5
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	aud***********@a*.com					41	9	70
Waypoint Wealth Partners	1 Belvedere Pl Ste 200, Mill Valley, CA 94941	87776xxxx2	abb@w********.com
Fitch Financial Advisors	2627 Chestnut St San Francisco, CA 94123	41592xxxx9	cla**@f**********.com			3.7	3
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Jake Ng - State Farm Insurance Agent	1643 Noriega St San Francisco, CA 94122	41556xxxx3		5	4	3.3	22
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Peter Harris-The Apartment Investing Consultant	San Francisco, CA 94127	41565xxxx7				2	1
Wealth Management & Financial Planning Services	PO Box 1171, Belvedere Tiburon, CA 94920	84448xxxx5
Management Wealth	1101 5th Ave Ste 110, San Rafael, CA 94901	41545xxxx0
Merrill Lynch Wealth Management	315 Montgomery St, San Francisco, CA 94104	56139xxxx8	ale********@m.com
Wealth Capital Insurance Solutions	840 Hinckley Rd Ste 226, Burlingame, CA 94010	65025xxxx7
Ready Wealth Advisors	898 Amberwood Ct, Walnut Creek, CA 94598	92593xxxx4
Enhance Wealth Advisors	700 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92593xxxx9	enh********@d***************.com							35
Tenenbaum Wealth Partners	2 Embarcadero Ctr, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
Brickley Wealth Management	55 Spear St, San Francisco, CA 94105	41569xxxx5	aar@b***********.com
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Main Street Research	30 Liberty Ship Way FL - 3 Sausalito, CA 94965	41528xxxx0	aar*****@m********.com			3.7	3
Etp Wealth Management	2950 Buskirk Ave, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Credo Wealth Management	1160 Battery St, San Francisco, CA 94111	41536xxxx2	cou*********@c****.com							27
Laurie Gardner	Berkeley, CA 94705		joh@l***********.com			4.9	16
Maclise Grooms Wealth	250 Camino Alto Ste 200, Mill Valley, CA 94941	41538xxxx8
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com					41	9	70
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	65047xxxx0	and*********@a*.com
U.S. Bank	300 Montgomery St Ste 100, San Francisco, CA 94104	41598xxxx0	aar**********@u***.com	1.7	3			345279	5554	347000
Grooms Wealth Management	250 Camino Alto, Ste 200, Mill Valley, CA 94941	62821xxxx3	sco@g*********.com
Morgan Stanley Wealth Management	1 Sansome St Fl 38, San Francisco, CA 94104	41598xxxx0
San Francisco Equity Compensation Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	ben*****************@u.com
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	638 Webster St Ste 420 Oakland, CA 94607	88874xxxx8	inf@h**********.com			3.7	3	159		157
Chris Hays Wealth Management	237 Kearny St, San Francisco, CA 94108	41566xxxx9	con**@c************.com
Carl Ilg - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	mat************@r.com							15
Aspiriant Wealth Management	50 California St Ste 2600, San Francisco, CA 94111	41537xxxx0	aa@a********.com					128	14	149
Salient-Friedman Wealth Management	1744 Novato Blvd Ste 200, Novato, CA 94947	41549xxxx0	afr****@f**********.com
Merrill Lynch Wealth Management	4264 Norton Ave, Oakland, CA 94602	41528xxxx6	aar********@s***.com
Trusted Legal Documents	Millbrae, CA 94030	65027xxxx5	imp****@g**.com			4.9	24
Morgan Stanley Wealth Management	2 Theatre Sq, Orinda, CA 94563	92525xxxx7	a.c****@p******.com					113344	3100	131000
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	47
Transformative Wealth Management	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0	321***********************************@w***************.com
Happiness Wealth Management	1495 Laurel St, San Carlos, CA 94070	65041xxxx5	kri********@m******************.com
Citi Personal Wealth Management	2000 Shattuck Ave, Berkeley, CA 94704	51084xxxx6	aar********@c******.com
Bespoke Wealth Advisors	1 Letterman Dr Ste C3-027, San Francisco, CA 94129	88847xxxx3	inf@b*******************.com
Tailwaters Private Wealth Management Group - UBS Financial Services Inc.	555 California St Ste 4650, San Francisco, CA 94104	41596xxxx1	aar*****@u.com					230271		243000
Patrick Farley - RBC Wealth Management Branch Director	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx4	mat************@r.com							15
Technology Credit Union	1449 Mission St, San Francisco, CA 94103	80055xxxx0	abe*****@t***.com	3.8	12	4.3	40
BPM	One California St Ste 2500 San Francisco, CA 94111	41542xxxx7	aa@b*****.com			1.5	11	892	92	946
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	31053xxxx0	al_*******@m.com
Monroe Wealth Management	Berkeley, CA 94704	51099xxxx3	gle*****@m*****.com			5	1
Catalyst Private Wealth	235 Montgomery St Suite 665, San Francisco, CA 94104	41588xxxx0	bre**@c******************.com
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com					73		91
Citi Personal Wealth Management	333 Highland Ave, Piedmont, CA 94611	51065xxxx5	aar********@c******.com	5	3			213767		12
Wealth Enhancement Group	6201 Medau Pl Ste 101, Oakland, CA 94611	51033xxxx3	aba**@w**************.com
Advantage Wealth	3189 Danville Blvd Ste 280, Alamo, CA 94507	92583xxxx0	dwi*@a************.com
Richardson E Wealth Strategies	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	70739xxxx1	cri******@r************************.com
Whittier Trust	505 Montgomery St, San Francisco, CA 94111	41528xxxx0	aau@w**********.com					173	13	209
Eric Stubbs - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx5	wms********@r.com					13904		15000
Joseph A. Seidler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com					12806
Lobdell & Lane Wealth Management	831 E 2nd St Ste 202, Benicia, CA 94510	70774xxxx9	adm@l***********.com
Elevation Wealth Management	1399 Ygnacio Valley Rd, Walnut Creek, CA 94598	92534xxxx2	and*@z**.com
U.S. Bank - Private Wealth Advisor: Tyler Brasfield	350 California St, San Francisco, CA 94104	41577xxxx8	aar**********@u***.com
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	35
Steven Spiesberger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com							16000
Merrill Lynch Private Wealth Advisor Thomas Catanese	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx5	aar********@s***.com
Affinity Capital Advisors	825 Page St Berkeley, CA 94710	51098xxxx1	con**@a***********.com			5	3
Skylark Wealth			bf7***********************************@w***************.com	5	7
ImpactAdvisor	655 Montgomery St, San Francisco, CA 94111	41586xxxx0	exx******@i**********.com			5	4
Titus Wealth Management	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx2	aan**@t********.com
Durrani Wang Wealth Partners	Three Embarcadero Center, Embarcadero Ctr Suite 1610, San Francisco, CA 94111	41583xxxx0	abc**@r***.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
Oster-Konigsberg Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Joanne Jordan - Ameriprise Private Wealth Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41562xxxx2
Luna Xu - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
SRI Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Tortuga Wealth Management	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
Haven Wealth Management	505 Montgomery St Ste 1100, San Francisco, CA 94111	41587xxxx7	cpo*******@c**************.com					110		117
Eva Guo	San Francisco, CA 94123	41530xxxx9	eva@e*****.com	5	7	5	3
Legacy Wealth Management Group	101 California St Suite 2710, San Francisco, CA 94111	41596xxxx3
Hunt Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	92527xxxx2	dav*****@h*****************.com
Merrill Lynch Private Wealth Advisor Matthew Heil	555 California St Suite 1800, San Francisco, CA 94104	70725xxxx8	aar********@s***.com
New York Life	Alameda, CA 94501	51074xxxx6	cid***********@n********.com
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68			107
Haven Wealth Management	One Sansome St Ste 3500 San Francisco, CA 94104	41587xxxx7	cpo*******@c**************.com							117
Wells Fargo Bank	1015 Stockton St San Francisco, CA 94108	41531xxxx0	aar********@w*******.com	2.9	7	2.8	14	153052		11
Modern Financial Planning	344 Thomas L Berkley Way M10 Oakland, CA 94612	51051xxxx9	doe***@m*****.com	5	14	5	4
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
U.S. Bank – Wealth Management Banker: Wendy Lam	The Village, 750 Font Blvd Bldg C, San Francisco, CA 94132	65099xxxx3	aar**********@u***.com					345051	4825	346000
Ibarra Global Wealth Management	1769 Holland Cir, Walnut Creek, CA 94597	92593xxxx1
Sky Unlimited Law	650 California St Fl 7 San Francisco, CA 94108	65076xxxx2	aku******@s*********.law	5	13	4.8	17
Merrill Lynch Private Wealth Advisor John Cardente	555 California St 9th Floor, San Francisco, CA 94104	41595xxxx8	aar********@s***.com
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com							3
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	42	582	9	579
Babylon Wealth Management	1501 N Broadway, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com					174		174
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	62830xxxx4	ale****@f****.com	4.8	53	4.8	155			1100
East West Investment Group	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com					10806		12069
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
Wealth by Design	3030 Bridgeway Ste 114 Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com							16000
EP Wealth Advisors	244 California St, San Francisco, CA 94111	41598xxxx5	bxx@e*****.com
Mechanics Bank	343 Sansome St, Ste 100 San Francisco, CA 94104	41524xxxx1	aar*****@m**********.com	2.4	7	3.7	47
Mary Kay Wright - Private Wealth Advisor, Ameriprise Financial Services	2233 Olympic Blvd, Walnut Creek, CA 94595	92595xxxx0	bec************@a*.com
Farmers Insurance - Aaron Thach	82 W Manor Dr Ste B Pacifica, CA 94044	41589xxxx3	aag**@f*********.com	4.9	52	4.9	147	279	122
Peter de Castro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com					14536		16000
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Citi Personal Wealth Management	11 E 3rd Ave, San Mateo, CA 94401	65055xxxx2	ale*******@c*.com					151265	2091	11
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com					6426	58	6500
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com					2		2
Storace Wealth Services	222 Railroad Ave, Danville, CA 94526	92531xxxx0
Seven Post Investment Office	1 Montgomery St, San Francisco, CA 94104	41534xxxx0	bru******@s******.com	5	2
Aspiriant	50 California St Ste 2600 San Francisco, CA 94111	41537xxxx0	a.m******@a******.com
Cornerstone Wealth Management Group	533 Airport Blvd, Burlingame, CA 94010	65034xxxx0
Wealth Enhancement Group	1850 Mt Diablo Blvd Ste 100, Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Michael K White CPA & Associates	1261 Locust St Walnut Creek, CA 94596	92537xxxx3	inf@m**************.com	3.8	5	2.1	7	15	2	27
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Morgan Stanley Wealth Management	101 California St, San Francisco, CA 94111	41569xxxx0	aar*********@m*********************.com
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
Venture Smarter	San Francisco, CA 94103		524***********************************@w***************.com					28		29
Wedbush Securities	Russ Building, 235 Montgomery St #912, San Francisco, CA 94104	41540xxxx0	a.c@w****.com
Avail Insurance Solutions	6023 College Ave Ste 1 Oakland, CA 94618	51059xxxx0	ava@a*****.com			4.9	67
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Bowman/Hanson	1592 Union St Ste 325 San Francisco, CA 94123	41529xxxx7	ber**@b*********.com
SageCrest Wealth Management	1065 E Hillsdale Blvd Ste 310, Foster City, CA 94404	80035xxxx0
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	ade*******@u.com
Phillip Campit - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org					90921	538	91000
Martin Wealth Management	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0	hos*****@w*******.com
NewEdge Wealth	1700 Montgomery St Suite 108, San Francisco, CA 94111	41557xxxx1	boc*****@n******.com
Bank of America Private Bank	555 California St, San Francisco, CA 94104	41576xxxx0	aam*******@b**********.com					950041		29
Roundleaf San Francisco	201 Spear St Ste 1100 San Francisco, CA 94105	41579xxxx0	ask@r***********.com			5	3
Gordian Wealth Advisors	100 Shoreline Hwy, Mill Valley, CA 94941	41533xxxx0	ehe**@g******.com
Carey Wealth Management	2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583	92540xxxx6	car******************************@c***********.com
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Merrill Lynch Private Wealth Advisor Anthony P Canini	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx7	aar********@s***.com
Peninsula Wealth LLC	350 Townsend St # 411, San Francisco, CA 94107	41567xxxx0	a@p**************.com					356	8
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92546xxxx5
Wcm Global Wealth	815 Jones Ave, Pinole, CA 94564	51072xxxx0
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com							100
Pacific Precious Metals	302 Caledonia St Ste 3 Sausalito, CA 94965	62821xxxx5	chr****@p******************.com			5	44
Citibank	245 Market St, San Francisco, CA 94105	41581xxxx9	abb********@c*.com	4.3	25	2.5	18	154291	1843	11
Next-Gen Wealth Management - Morgan Stanley	101 California St 23rd Floor, San Francisco, CA 94111	21264xxxx4	acc********@m**********.com
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Henery Patricia Educational Consultant	2850 Webster St San Francisco, CA 94123	41544xxxx6				5	1
Shorepine Wealth Management	1610 Tiburon Bvd Ste 202 Tiburon, CA 94920	41588xxxx4	mar@s*************.com
Destination Wealth Management	1255 Treat Blvd Ste 900, Walnut Creek, CA 94597	92593xxxx0
Gaskin Wealth Management	925 Country Club Dr, Moraga, CA 94556	92537xxxx5	fir@m*************.com
Adam Koren Financial Coaching	Oakland, CA 94609	54177xxxx2	joh*****@a******.com			5	29
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	40837xxxx0	ada*****@m*.com
Margarita Perry - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	wms********@r.com					13904		15000
Peninsula Wealth, LLC	350 Townsend St Ste 411, San Francisco, CA 94107	65047xxxx3	a@p**************.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Jeff Stoffer - Terra Blue Wealth Management	3030 Bridgeway, San Francisco, CA 94965	41572xxxx7	hel@t********.com			5	5
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
BNY Wealth San Francisco CA	555 Mission St, San Francisco, CA 94105	41596xxxx5	jes**********@b******.com	5	1
Private Wealth Partners	591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941	41546xxxx0	asa@p***.com
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com					425		426
Charles Schwab	200 California St Fl 01 San Francisco, CA 94111	41526xxxx6	app*****************@s***.com			2.4	21	646576	215	657000
Life Guard Wealth	1010 B St, San Rafael, CA 94901	41544xxxx7	inf@r*******.com					995	8	1000
Thomas P. Collins - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	rbc*******@r.com							16000
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com
Porter, Ritchie & Associates - Ameriprise Financial Services	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	and**********@a*.com			1.9	51
Morgan Stanley Private Wealth Advisors	555 California St #1400, San Francisco, CA 94104	41557xxxx4	acc********@m**********.com
Retirement Wealth & Tax Advisors	3478 Buskirk Ave Ste 270, Pleasant Hill, CA 94523	92593xxxx0	bri@w*********.com
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Bespoke Wealth Advisors	733 Front St # 110, San Francisco, CA 94111	88847xxxx3	inf@b*******************.com
Allan Moskowitz Affirmative Wealth Advisor	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0
Brian Wells - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx1	rbc*******@r.com
RCH Wealth Management	18 Crow Canyon Ct, San Ramon, CA 94583	92574xxxx0	inf@r*******.com
J.P. Morgan Private Bank	560 Mission St Fl 23 San Francisco, CA 94105	41531xxxx8	acc****************@j*****.com
Chase Bank	1040 Grant Ave San Francisco, CA 94133	41542xxxx2	acc********@c**.com			2.7	23	916972	6982	37
ZRC Wealth Management	200 Pringle Ave, Walnut Creek, CA 94596	92596xxxx0
Wealth Spire Advisors	100 Smith Ranch Rd, San Rafael, CA 94903	41552xxxx0	abb****@w********.com					104		132
Insight Wealth Strategies	2603 Camino Ramon Ste 350, San Ramon, CA 94583	80031xxxx8	agr*@i***********.com								5	1
Perigon Wealth Management, LLC	201 Mission St #1825, San Francisco, CA 94105	87797xxxx5	abe**@p**********.com
True Wealth Advisory Group	1661 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx6	fir********@t**************.com
Holland Ringgenberg Wealth Strategies	300 Montgomery St San Francisco, CA 94104	41598xxxx1
Redwood Credit Union	695 E Blithedale Ave Mill Valley, CA 94941	80047xxxx8	aah***@r******.org	4.6	12	3.8	13	41471	223	41000
RBC Wealth Management	2 Embarcadero Ctr Ste 600, San Francisco, CA 94111	41563xxxx0	rbc*******@r.com
Spectrum Private Wealth Advisors	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx7
Shrein Bahrami, LMFT CEDS-S	2082 Union St San Francisco, CA 94123	41557xxxx5	sft****@s**********.com			5	17
Mercer Advisors Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2			2860	28	2900
Jeffrey Rodvien - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5	wms********@r.com					14640		16000
Polaris Wealth Advisers	824 E St, San Rafael, CA 94901	41545xxxx8	inf@r*******.com
Minkoff & Associates - Ameriprise Financial Services	432 Clay St San Francisco, CA 94111	41539xxxx0	dns***@a*.com			5	6
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com							16000
Perseus Wealth	1040 Adrienne Dr, Alamo, CA 94507	92593xxxx0	inf@p***********.com
ALPHA PRIVATE WEALTH ADVISORS	50 California St #1500, San Francisco, CA 94611	41570xxxx0
Acclaro Wealth Management	1840 San Miguel Dr, Walnut Creek, CA 94596	92593xxxx9
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	3	1101		1100
Pharos Wealth Management	352 Ignacio Blvd, Novato, CA 94949	41520xxxx6	bri***@p*********.com	5	2					114
Peninsula Wealth - CLOSED	222 Vallejo St, San Francisco, CA 94111
Pillar Wealth Management, LLC.	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Morgan Stanley Wealth Management	555 California St, San Francisco, CA 94104	41598xxxx0	aal*****@m**********.com					113348	3099	131000
Bfm Wealth Management	2610 Crow Canyon Rd, San Ramon, CA 94583	92583xxxx4	aaf**********@a.com
Silicon Valley Wealth Law	1840 Gateway Dr Ste 200, San Mateo, CA 94404	65042xxxx2
Cavu Wealth Advisors	118 David Dr, Moraga, CA 94556	92538xxxx2	hil*@c*******.com					184	12	278
The Wealth Wiz	6400 Christie Ave, Emeryville, CA 94608	51329xxxx7	lin@t**********.com			4.7	18
Cypress Wealth Advisors	101 California St Ste 1025, San Francisco, CA 94111	41548xxxx0	byo*@c**********.com
WestPac Wealth Partners	2603 Camino Ramon Ste 475, San Ramon, CA 94583	92538xxxx0	aar********@w**********.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
Merrill Lynch Private Wealth Advisor Brian T Olmo	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx0	aar********@s***.com
Wealth Enhancement Group	400 S El Camino Real, San Mateo, CA 94402	41546xxxx0	bha***@w**************.com
The Family Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx8	abb*******@u.com
The San Francisco Wealth Management Group - Morgan Stanley	555 California St Floor 14 and 35, San Francisco, CA 94104	41598xxxx0		5	1
Wealth Values	1100 Alma St, Menlo Park, CA 94025	65056xxxx1	inf@w********.com
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
Jlfranklin Wealth Planning	900 Larkspur Landing Cir, Larkspur, CA 94939	41592xxxx0	amy***@j******.com							210
Shanghai Commercial Bank LTD	231 Sansome St Fl GRD, San Francisco, CA 94104	41543xxxx0	abb****@s*******.com	3.7	3
Strategic Wealth Capital, LLC	345 California St 6th floor, San Francisco, CA 94104	41550xxxx9
BNY Mellon Wealth Management	353 Sacramento St, San Francisco, CA 94111	41590xxxx8	aar@b**********************.com
Victory Capital Management	1 Bush St, San Francisco, CA 94104	41539xxxx7
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1			143
Bailard	235 Pine St Ste 1800 San Francisco, CA 94104	65057xxxx0	acr****@b****.com
Charles Schwab	180 Grand Ave, Oakland, CA 94612	51098xxxx0	chr************@s***.com	2.9	10	3	15
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	41524xxxx2	jan***@s***.com	4.2	14	2.1	14
Payroll Matters	San Francisco, CA 94127	41592xxxx2				5	18
Enso Wealth Management	3470 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx5
California Bank & Trust	465 California St, San Francisco, CA 94104	41587xxxx0	aar********@c*********.com					6533	9	6600
Perseus Wealth	1600 S Main St Ste 285, Walnut Creek, CA 94596	92593xxxx0	inf@p***********.com
Simplex Wealth Management	3160 Crow Canyon Rd, San Ramon, CA 94583	92580xxxx8	inf@s*******.com
Bingham Osborn & Scarborough Wealth Management	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aar*******@b******.com
Monroe Wealth Management	1160 Battery St suite 100, San Francisco, CA 94111	51099xxxx3	jan**@m*****.com	5	31