Business List: Wealth in Oakland, 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
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
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
Prosperitas Wealth Management	1026 Oak St, Clayton, CA 94517	92567xxxx0	inf@p***********.com
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
Mighty Nonprofits	Oakland, CA 94605	41599xxxx9	c18***************************@s***.wixpress	5	6	5	4			342
Spiegelman Wealth Management	985 Moraga Rd Ste 203, Lafayette, CA 94549	92538xxxx0	ada@s**************.com
Sentinel Wealth Consulting Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	aar********@u.com
Merrill Lynch Financial Advisor Barry J. Williams	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx2	ari********@m.com
Basic West Insurance	1641 Taraval St, San Francisco, CA 94116	41566xxxx0	inf@b*******.com	5	3
Youngman Ericsson Scott	1981 N Broadway Ste 300 The Atrium Building Walnut Creek, CA 94596	92593xxxx0	tim@y*****.com	5	2	4.1	9
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	41572xxxx4	and*@v*********.com
Key Focus Wealth	2603 Camino Ramon, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Erica Lubbers - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.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
Matthews Financial & insurance Solutions	2100 Embarcadero E #105, Oakland, CA 94606	51022xxxx8	inf@m**.biz	5	1			503	22	523
Ashby Wealth Management,	2947A Pine Ave, Berkeley, CA 94705	31225xxxx9	joh@a*********.com
Infinity Financial Services	212 9th St STE 202, Oakland, CA 94607	51058xxxx0	bmo***@c.net	2.5	2
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
Redwood Grove Wealth Mgmt	9 Bernard St Ste 2, Mill Valley, CA 94941	41551xxxx0	ang@r***********.com
Pleasanton Wealth	218 Ray St, Pleasanton, CA 94566	92578xxxx2	afh*************@b****************.com
Law Offices of Chastity A. Schults	2940 Camino Diablo Ste 320 Walnut Creek, CA 94597	92527xxxx8	cha***@s*******.com			5	9
Quality Wealth Management	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92582xxxx3
Communitas Financial Planning	1904 Franklin St UNIT 409, Oakland, CA 94612	41533xxxx6	ian@c******************.com
Merrill Lynch Financial Advisor Gilbert Orozco	1111 Broadway 22nd Floor, Oakland, CA 94607	51026xxxx0	ale********@m.com
Desmond Consulting Group	1850 Mt Diablo Blvd Ste 630 Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com			4.5	2	80	7	79
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
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
Mercedes Gibson Coaching	Oakland, CA 94619	51076xxxx6	use@d****.com
Blossom Wealth Management	2051 Danville Blvd, Alamo, CA 94507	92594xxxx9
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 Ste 1410 San Francisco, CA 94104	41563xxxx5	a.w*****@e******.net					2567		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
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	wms********@r.com					14536		16000
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
Shams Deitrick - Morgan Stanley Financial Advisor	1999 Harrison St Suite 2200, Oakland, CA 94612	51089xxxx6	acc********@m**********.com
Bak Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Kaiser Plaza Ste 455, Oakland, CA 94612	51089xxxx0	bak*****@a*.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
Dustin Brown - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0
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
Denise Lombard, Health Insurance Broker	Oakland, CA 94602	51053xxxx6	den*@d*****.com			4.4	34
Marin Wealth Advisors	899 Northgate Dr Ste 300, San Rafael, CA 94903	41545xxxx0	inf@m*****************.com	4.4	7
Carr Wealth Management, LLC	3757 Yosemite Ct S, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com							60
Chase Bank	5114 Broadway, Oakland, CA 94611	51045xxxx5	acc********@c**.com	2.2	38	2.8	19
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
Presidio Group Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
Tracy Lamond CFA-TLC Investment Management	4 Oak Forest Rd, Novato, CA 94949	41523xxxx0
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
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
David Bobrowsky, CFP	1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com			4.6	10
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	57
Merrill Lynch Financial Advisor Buzz Brown	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx9	ban*******************@m.com
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
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Kaiser Plaza #455, Oakland, CA 94612	51089xxxx0	car**********@a*.com
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com
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
BFL Wealth Partners-Ameriprise Financial Services	3825 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
Kelley Reed - State Farm Insurance Agent	3400 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92582xxxx8	kel*@a******.com			4.3	10	240	15	254
Stoneridge West Wealth Management Group-Morgan Stanley	4309 Hacienda Dr, Pleasanton, CA 94588	92573xxxx2	acc********@m**********.com
Merrill Lynch Wealth Management	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	ale********@m.com
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Merrill Lynch Financial Advisor John Kelson	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx9	ari********@m.com
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	fri*********@r.com					12807
Focused Finances, LLC	1300 Clay St, Oakland, CA 94612	87774xxxx4	ji@f************.com					256	2	258
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
The Entrust Group	555 12th St Suite 900, Oakland, CA 94607	80039xxxx3	aba**@t************.com	3.2	48
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
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
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
Wealth By Design	3030 Bridgeway Ste 109, Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5
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
Merrill Lynch Financial Advisor Ryan J Amador	1111 Broadway 22nd Floor, Oakland, CA 94607	51026xxxx1	ari********@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
KB Financial Advisors	90 New Montgomery St Ste 1001 San Francisco, CA 94105	41590xxxx9	con**@k*******.com			4.4	11			272
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
RB Wealth Management Inc	464 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx0
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 Fl, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
Connie Holt - Goldsum Insurance Solutions	1945 Contra Costa Blvd Ste 231052 Pleasant Hill, CA 94523	51086xxxx0				4.9	9
Deutsche Bank Wealth Management	101 California St, San Francisco, CA 94111	41561xxxx0	a.a@r****.com
Sequent Real Estate + Wealth Management	44 Montgomery St, San Francisco, CA 94104	41583xxxx1	cst*****@s*********.com
The McKenna Wealth Management Group - Morgan Stanley	1999 Harrison St Suite 2200, Oakland, CA 94612	51089xxxx2	acm*********@m**********.com
Merrill Lynch Wealth Management	1331 N California Blvd Ste 400 Walnut Creek, CA 94596	92594xxxx0	aar********@s***.com			1.8	5
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com					14281		16000
Wealth & Tax Planners	1777 Botelho Dr, Walnut Creek, CA 94596	92593xxxx0	kpe**@w*******.com
Dianne Crosby at Rate	41 Freelon St San Francisco, CA 94107	51095xxxx1	aar*******@r*.com			4.7	63
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
Chase Bank	2051 Mountain Blvd Oakland, CA 94611	51033xxxx2	abc*****@c**.com			2.7	41	915763	6999	37
Edward Jones - Financial Advisor: Dominic J McKenna	887 Island Dr Ste E Alameda, CA 94502	51074xxxx0	a.j*******@e********.com			5	1	87631		100000
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
We Heart Finance	1624 Franklin St #1015, Oakland, CA 94612	51027xxxx5	cfu@w*************.com					159	18	154
Stella Wealth Advisors	3635 Webster St, San Francisco, CA 94123	41537xxxx1	adr***@s*****************.com
Egan Brown - Morgan Stanley Wealth Management	1999 Harrison St Ste 2200 Oakland, CA 94612	51089xxxx5	acc********@m**********.com
TCP Wealth Management	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	92593xxxx6	bi@e******.com			5	1	54		55
The Urbatsch Law Firm	1240 6th St Berkeley, CA 94710	41559xxxx4	kev@u*****.com			4.2	15	309		337
Robbins Wealth Management - UBS Financial Services Inc.	2 Belvedere Pl Ste 220, Mill Valley, CA 94941	41536xxxx7	aar*****@u.com
Hall of Taxes	38 Freitas Dr Moraga, CA 94556	92538xxxx0	hal******@g**.com	3.8	13	4.8	14	89		87
Brandon Hoyles - RPM Mortgage	1160 Battery St, San Francisco, CA 94110	41573xxxx0	abl*@r****.com			5	9	7516	1425	8900
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
Wealth Plus	45 San Clemente Dr Ste A200, Corte Madera, CA 94925	41592xxxx6	ac@w************.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
Vitucci Integrated Planning	2890 N Main St Ste 201 Walnut Creek, CA 94597	92537xxxx0	can**@v************.com			5	3	103		111
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
Acclaro Wealth Management	1850 Mt Diablo Blvd Ste 401 Walnut Creek, CA 94596	92595xxxx4	fir@a**********.com
Enhance Wealth Advisors	121 Spear St, San Francisco, CA 94105	92593xxxx9	inf@e*******.com
Granite Capital Management	5707 Redwood Rd # 3, Oakland, CA 94619	51033xxxx0	jfu*@g**************.com
Patpatia & Associates	1803 6th St Berkeley, CA 94710	51055xxxx0
Charles Schwab	1231 S California Blvd Walnut Creek, CA 94596	92597xxxx0	ask****@s***.com	3	21	3	21
Global Wealth Harbor	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	34792xxxx6	c18***************************@s***.wixpress
Gateway Financial Advisors	1801 N California Blvd Ste 106 Walnut Creek, CA 94596	92532xxxx7				5	4
Merrill Lynch Financial Advisor Patrick O Oswald	1111 Broadway 22nd Floor, Oakland, CA 94607	51026xxxx7	ari********@m.com
First & Main Financial Planners: Financial Advisor - East Bay Area / Piedmont CA	235 Wildwood Ave, Piedmont, CA 94610	51060xxxx5	ew@f********************.com	5	2
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
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
Mission Wealth	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94596	41541xxxx0	ach**@m**********.com
Helen Abe - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx8
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
Merrill Lynch Financial Advisor Elizabeth Payton Thomas	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx3	ale********@m.com
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
Merrill Lynch Financial Advisor Michael R Oster	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx0	ari********@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
Maxwell Wealth Strategies	7041 Koll Center Pkwy, Pleasanton, CA 94566	92552xxxx8	aar**********@r*********.com
Jacques Bolivar, CFP	1248 Solano Ave Albany, CA 94706	51070xxxx0
Blueprint Wealth Center	2603 Camino Ramon, San Ramon, CA 94583	92580xxxx5
Jake Cleary - BancWest Investment Services Financial Advisor	2023 Mountain Blvd, Oakland, CA 94611	51056xxxx3	aab**@b**********.com					98489	1600	99000
Hoodoo Financial	201 13th St #28104, Oakland, CA 94604	51047xxxx6
Presidio Wealth Mgmt	832 Sansome St, San Francisco, CA 94111	41573xxxx2
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
Adam J Messinger	1111 Broadway 22nd Floor, Oakland, CA 94607
James River Wealth Advisors	1160 Battery St, San Francisco, CA 94111	80432xxxx7	ccl***@j*****.com							23
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
California Real Estate Finance	35 Cork Rd Alameda, CA 94501	51032xxxx0	ric**@c****.com			5	84
Financially Healthy	1999 Harrison St #1800, Oakland, CA 94612	51049xxxx7
Financially Arise Wealth Strategies & Insurance Solutions	3703 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx9	arg**@f*************.com
Blossom Wealth Management	2141 N Donovan Way, San Ramon, CA 94582	92583xxxx9	cra@b******.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
Pacific Precious Metals	1330 Broadway Ave N Suite E Walnut Creek, CA 94596	92554xxxx6	inf@p*******************.com	5	8	4.7	14
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
Maxwell Wealth Strategies	5000 Hopyard Rd, Pleasanton, CA 94588	92539xxxx6
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
Meritage Wealth Advisory	1107 El Rio Ct, Livermore, CA 94551	92529xxxx6	inf@m*************.com							522
Hannah Wealth Management	675 Hegenberger Rd Ste 223, Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Broadway Wealth Management Of LPL Financial	505 14th Street Suite 900, 928, 929, 930, 931 & 937, Oakland, CA 94612	51090xxxx0	aar******@l.com					3		11
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56			150354	2139	11
Merrill Lynch Financial Advisor Blake M Welpton	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx2	ale********@m.com
Merrill Lynch Financial Advisor Paul D Low	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx6	ban*******************@m.com
Falcon Wealth Planning	1999 Harrison St Ste 1800, Oakland, CA	85596xxxx6	ama*@f*****************.com
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
EntreFolio Wealth Management	344 20th St, Oakland, CA 94611	41591xxxx2		5	7
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65059xxxx1	ant**@m**********.com					97	9	85
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com					73		91
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
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
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
Shrem Law	11720 San Pablo Ave Ste C El Cerrito, CA 94530	51088xxxx2	hel@r********.com	4.9	41	4.7	89
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
Financial Freedom Security Services Inc	440 Grand Ave Ste 450 Oakland, CA 94610	51065xxxx4
Oak Tree Wealth Management	3180 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx0	ben@o************.com
Bett Martinez Insurance Solutions	555 Pierce St Albany, CA 94706	51052xxxx2	mar****@c********.com			5	14
Kuleana Wealth Advisors	164 Main St, Los Altos, CA 94022	65091xxxx3
Morgan Stanley Financial Advisors	1999 Harrison St Suite 2200, Oakland, CA 94612	51083xxxx0	acm*********@m**********.com	5	1
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
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
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
Simple Life Financial	216 San Carlos Ave El Cerrito, CA 94530	51052xxxx7	inf@s*****************.com	5	1
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Randi Bednarczyk - Diamond Oak Wealth Partners	1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com			5	3
Wealth Creating Investments	388 Market St Ste 1300, San Francisco, CA 94111	41541xxxx1
Clifton Kelly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	rbc*******@r.com
Merrill Lynch Financial Advisor Dayana Medevsky	1111 Broadway 22nd Floor, Oakland, CA 94607	41523xxxx4	bro********@m.com
Wealth Architects	800 W El Camino Real Ste 201, Mountain View, CA 94040	65032xxxx4
Michael J Peri - Morgan Stanley	1999 Harrison St Suite 2200, Oakland, CA 94612	51089xxxx3	acm*********@m**********.com
Money Management International	1901 Harrison St Ste 1100, Oakland, CA 94612	51063xxxx7	ada******@m************.org	4.7	14
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 Financial Advisor Megan Thompson	1111 Broadway 22nd Floor, Oakland, CA 94607	92594xxxx1	ari********@m.com
WESPAC	519 17th St, Oakland, CA 94612	80053xxxx3	adv***@w***.net
Silverman & Jaffe, P.C.	1910 Olympic Blvd Ste 330 Walnut Creek, CA 94596	92570xxxx4	rsi*****@r**********.com			4.6	11			22
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
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
Dombrowski Wealth Management	Serving theOakland Area	92593xxxx6	cat***************@c*****.com
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
Ryder Brose, MFP RFC	1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596					5	1
WealthSmart America	40994 Encyclopedia Cir, Fremont, CA 94538	51075xxxx7									5	1
Sasser Investment Management	436 14th St UNIT 805, Oakland, CA 94612	51083xxxx0	bra@s***************.com
The Finance Group	1101 Marina Village Pkwy Ste 210 Alameda, CA 94501	51076xxxx0	hq@t**********.com	5	9
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.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
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
Nexgen Wealth Group	San Francisco, CA 94105	51043xxxx9
EP Wealth Advisors	3738 Mt Diablo Blvd Ste 201 Lafayette, CA 94549	92529xxxx8	ab@e*******.com
Bluesky Wealth Advisors	1811 Santa Rita Rd, Pleasanton, CA 94566	92584xxxx8	hel@b******.com					83	2	98
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	bob*******@r.com
World Wide Wealth LLC	131 Franklin St, San Francisco, CA 94102	41597xxxx3	bes****************@p*******.com
Annuity General	Serving theOakland Area	80033xxxx4
Intrepid Coaching	San Francisco, CA 94131	61999xxxx9	joh@i**************.com			5	9
Nurtured Wealth	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	92528xxxx9	jes**@n***********.com			5	1
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
The Wealth Wiz	1900 Powell St, Emeryville, CA 94608	51329xxxx7	fir@t*********.com	1	1
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
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
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Into Wealth Inc	1525 Mccarthy Blvd, Milpitas, CA 95035	40858xxxx9
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					157		154
Natural Wealth Health Center	10360 San Pablo Ave, El Cerrito, CA 94530	51052xxxx8
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
Open Advisors - San Francisco	44 Montgomery St San Francisco, CA 94104	92565xxxx1	bas****@m***********.com
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
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
Tax Services	2678 North Main Street Suite 23 Walnut Creek, CA 94597	92576xxxx1				4.8	103
Wealth Enhancement Group	6333 Potrero Ave Ste 200, El Cerrito, CA 94530	51023xxxx4	aba**@w**************.com	5	3
Curtis Financial Planning		51045xxxx8	ale@c*********************.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
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
De Novo Wealth Advisory	1525 Mccarthy Blvd, Milpitas, CA 95035	40888xxxx3
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.com	5	2
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
Smart Wealth Solutions Inc	40994 Encyclopedia Cir, Fremont, CA 94538	51049xxxx8
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
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
Juno Moneta Wealth Advisors - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
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
Cycle of Wealth	1608 Hope Dr Apt 225, Santa Clara, CA 95054	40859xxxx6
Worldview Wealth Advisors	1 Samson St, San Francisco, CA 94104	50362xxxx0
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
Fiduciary Financial Group	1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596	41571xxxx1	adm@f******.com			3	2
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
West Coast Financial	1814 Franklin St Ste 802, Oakland, CA 94612	51086xxxx0	joh@w*******.com
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx0	cha***@m***********.com								5	3
Ryan Van Valer, EA	2447 Santa Clara Ave Ste 300 Alameda, CA 94501	51052xxxx2				5	7
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Citrine Capital	535 Mission St Fl 14 San Francisco, CA 94105	41549xxxx2	inf@c********************.com	4.7	14	5	32
James With - Private Wealth Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Treehouse Wealth Advisors	1600 S Main St Ste 195 Walnut Creek, CA 94596	41588xxxx6	and@t*************.com
Archvest Wealth Advisors	1390 Willow Pass Rd, Concord, CA 94520	92521xxxx0	adv***@a*****.com
Gary Eason - State Farm Insurance Agent	2288 Fulton St Ste 310 Berkeley, CA 94704	51084xxxx2				4.3	17
Cerity Partners	345 California St Ste 1100 San Francisco, CA 94104	41578xxxx5	aad*@c***********.com
Beneficial State Bank	1438 Webster St, Ste 100 Oakland, CA 94612	51073xxxx1	awa**@b************.com			3	31	2666	92	2700
Mindful Money	Berkeley, CA 94704	51084xxxx2	jon***@m****.money			5	19			9600
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
The Wealth Conservatory	1751 Barcelona St, Livermore, CA 94550	92533xxxx6	bar***@w***************.com					212		212
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
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
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
Gallagher Wealth Management	4155 Blackhawk Plaza Cir, Danville, CA 94506	92583xxxx3	chr@g************.com
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
Marin Wealth Advisors LLC Oakland	1901 Harrison St Ste 1100, Oakland, CA 94612	51021xxxx0	inf@m*****************.com
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 Ste 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
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
Babylon Wealth Management	1501 N Broadway Ste 204 Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com	5	4			173		174
Morgan Stanley	1333 N California Blvd Ste 133 Walnut Creek, CA 94596	92593xxxx0				1.8	13
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
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
Carr Wealth Management	4695 Chabot Dr Ste 200, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com
Fama Capital Wealth Management	505 Montgomery St 11th Fl, San Francisco, CA 94111	41587xxxx8
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
Thrive Wealth Management - Ameriprise Financial Services, LLC	1 Kaiser Plaza #455, Oakland, CA 94612	51089xxxx0	dns***@a*.com
Carson Wealth	250 Camino Alto, Mill Valley, CA 94941	41538xxxx8	abr**@c*********.com					2020	48	2200
Wells Fargo Bank	3450 Fruitvale Ave Oakland, CA 94602	51048xxxx1	aar********@w*******.com	3.2	57	2.6	37	153613		11
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
Imperial Wealth Capital	OAKLAND, CA 94605	51059xxxx3
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
HOPE Inside Oakland @ East 9th	3062 E 9th St Oakland, CA 94601	51053xxxx0	aar*******@o**********.org					28260	366	30000
Emerynet Wealth Group	8 Captain Dr Emeryville, CA 94608	51065xxxx8
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
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
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
CIBC Private Wealth	101 2nd St Fl 25th San Francisco, CA 94105	41527xxxx0	acc*****@c*.com					2124		2200
Home Wealth Development	1036 A St, Hayward, CA 94541	88830xxxx8
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
Concentric Wealth Management	251 Lafayette Cir Lafayette, CA 94549	92596xxxx0	ama*@c**************.com			5	1
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
Mueller Sean & Associates CPA	1865 Pleasant Valley Ave Oakland, CA 94611	51065xxxx0				3	4
Charles Schwab	1995 University Ave Ste 100 Berkeley, CA 94704	51066xxxx6	ian*********@s***.com			2.1	23	646577	215	657000
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
Young Kim - New American Funding	Berkeley, CA 94702	65063xxxx2	ale*************@n***************.com			5	14
Law Office of Jennifer Jaynes	118 Camino Pablo Orinda, CA 94563	41537xxxx0	jfj@j*************.com			4.3	11
The Claremont Group - Morgan Stanley	1999 Harrison St Suite 2200, Oakland, CA 94612	51089xxxx5	acc********@m**********.com
Bradley & Company	One Market Plz Ste 3600 San Francisco, CA 94105	41565xxxx0	abo@b******.com			5	1	1042	33	1100
Made Mortgage	1075 61st St Oakland, CA 94608	87723xxxx3	a18***************************@s***.wixpress	5	53	5	59	327		333
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
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
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					14536		16000
Burgess Financial Planning	177 Post St Ste 600 San Francisco, CA 94108	41552xxxx1	c18***************************@s***.wixpress			4.9	36
Cycle of Wealth Inc	196 Marylinn Dr, Milpitas, CA 95035	40859xxxx6
New Insight Wealth Advisors	111 Deerwood Rd, San Ramon, CA 94583	92523xxxx5	inf@n**************.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
Marin Wealth Advisors LLC	1901 Harrison St., Suite 1100,, Oakland, CA 94612	51021xxxx0	inf@m*****************.com
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Silicon Private Wealth	500 Washington St Ste 325 San Francisco, CA 94111	40864xxxx0	ccu******@s*****************.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
Morgan Stanley Wealth Management	1 Sansome St Ste 1400, San Francisco, CA 94104	41598xxxx0	aar*********@m*********************.com
First Republic Bank - Temp. CLOSED	224 Brookwood Rd Orinda, CA 94563	92525xxxx3	aa@f************.com	3.7	6	4.1	19
Odyssey Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	abb*******@u.com
Falcon Wealth Planning	1999 Harrison St #1800, Oakland, CA 94612	85596xxxx6	cca***@f*****************.com	5	1
Pollak & Pollak Wealth Management - Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com		2			400	10	392
Grant Private Wealth Management Inc.	1601 N Main St Ste 204 Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com			5	3			33
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
TAN Wealth Management	San Francisco, CA 94112	41577xxxx8	tan@t******.com			5	2
Monterey Private Wealth	4900 Hopyard Rd, Pleasanton, CA 94588	92546xxxx5	ann@m*******************.com					96	5	105
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
Into Wealth Inc	1551 Mccarthy Blvd, Milpitas, CA 95035	40826xxxx8	gov*******@i*******.com
Buckingham Strategic Wealth	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	adm@b**************.com					553	6	650
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7	232	51	234
Bingham Osborn & Scarborough Wealth Management	203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065	65046xxxx6	aar*******@b******.com
Jerry Ostrander - Edward Jones	370 Highland Ave Piedmont, CA 94611	51054xxxx9	a.j*******@e********.com			5	6			100000
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
Merrill Lynch Wealth Management	4900 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	al_*******@m.com	5	2
Davis & Company	15200 Hesperian Blvd Ste 202 San Leandro, CA 94578	51027xxxx5				2.4	5
Wealth Management Associate - U.S. Bancorp Investments: Arunesh Singh	1998 Mountain Blvd, Oakland, CA 94611	51033xxxx6	aar**********@u***.com					345417	5420	348000
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
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
Summit Wealth Group	5030 Business Center Dr, Fairfield, CA 94534	70743xxxx3	fai****@s*********.net
JW Harrison Financial - Lodestar	1655 N Main St Ste 390 Walnut Creek, CA 94596	92583xxxx4	bry@j*******.com			5	9
Merrill Lynch Wealth Management	1111 broadway, Floor 22nd, Oakland, CA 94607	51020xxxx0	ban*******************@m.com
Andreason Elisabeth, CFP, CAP	1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596	92593xxxx9	int********@m**********.com			5	6
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
Silicon Private Wealth	48883 Crown Ridge Cmn, Fremont, CA 94539	51057xxxx2	bal***@s*****************.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
Lab Wealth Management	1130 Wood St, Oakland, CA 94607	51073xxxx4	leo@l*****************.com
Fisher & Wiens Wealth Management	4145 Blackhawk Plaza Cir, Danville, CA 94506	92596xxxx0	bea@f************.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Thrive Wealth Advisors - Ameriprise Financial Services	1 Kaiser Plz Ste 455 Oakland, CA 94612	51089xxxx0	dns***@a*.com
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
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
Atherton Wealth Planning	697 Menlo Ave, Menlo Park, CA 94025	65030xxxx6	inf@a************.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Three Bridge Wealth Advisors - CLOSED	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65043xxxx0
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
RBC Wealth Management	1999 Harrison St #1200, Oakland, CA 94612	51026xxxx0	rbc*******@r.com
LampPost Planning	20 Knoll Ridge Way Ste 2 Oakland, CA 94619	51099xxxx0	adv*@l*************.com			5	4
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
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com							115
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
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
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
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
Cognizant Wealth Advisors	530 Lytton Ave, Palo Alto, CA 94301	65020xxxx2	art******@c************.com					329	3	327
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
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
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
Winship Wealth Partners	442 Post St, San Francisco, CA 94102	41545xxxx0	csl**@w**********.com								5	2
Juris Wealth	Walnut Creek, CA 94596	41599xxxx3	jes**@j********.com			1	1
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			4	4
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
Aspire Planning Associates	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	92593xxxx3	bet@a************.com			5	8			52
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
Rose Bridge Wealth Management Group - Morgan Stanley	1999 Harrison St Suite 2200, Oakland, CA 94612	51089xxxx0	acc********@m**********.com
Virtual CPA For You	San Francisco, CA 94133	41570xxxx9	baf***************************@s***.wixpress			4.5	15			96
Ryan Overton - TIAA Wealth Management Advisor	4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111	88884xxxx9	acc********@t*.org					90950	535	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
Marin Wealth Advisors	50 California St Ste 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com					132		130
Merrill Lynch Financial Advisor Martha Madrid	1111 Broadway 22nd Floor, Oakland, CA 94607	51026xxxx6	ban*******************@m.com
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
Prime Wealth Management	2936 Domingo Ave, Berkeley, CA 94705	51084xxxx7
Capital Advantage	1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2	5	9	57		66
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
Stoffer Wealth Advisors	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	41570xxxx0
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
Orchid Wealth Management	970 Palo Alto Ave, Palo Alto, CA 94301	65033xxxx4	bra**@o*******************.com		2
Romar Wealth Management	600 Grand Ave #301, Oakland, CA 94610	51081xxxx9	abc*@r*********.com					17531		18000
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Bell Investment Advisors	1111 Broadway #1630, Oakland, CA 94607	80070xxxx9	bba**@b*******.com	3	2
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
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Wealth Management & Financial Planning Services	PO Box 1171, Belvedere Tiburon, CA 94920	84448xxxx5
Sierra Pacific Financial Advisors, LLC	1300 Clay St Suite 600, Oakland, CA 94612	92522xxxx8	ama@s********.com					84		88
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
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
Wealth Protection Services	800 W El Camino Real Ste 180, Mountain View, CA 94040	65094xxxx6
Etp Wealth Management	2950 Buskirk Ave, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Merrill Lynch Financial Advisor Percy D. McGee, Jr.	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx5	a.h****@m.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
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
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
Attain Wealth Protection	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546	20927xxxx0	inf@a********************.com			5	4
Salient-Friedman Wealth Management	1744 Novato Blvd Ste 200, Novato, CA 94947	41549xxxx0	afr****@f**********.com
CDH Wealth Management (Hong Kong) Limited	香港1502 15/F Intl Commerce Ctr Rm
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
Merrill Lynch Financial Advisor Xiao-Meng Sun Qi	1111 Broadway 22nd Floor, Oakland, CA 94607	51026xxxx5	ale********@m.com
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
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
Emerge Financial Group	7677 Oakport St # 1060, Oakland, CA 94621	70742xxxx2	b_b***@e************.com					34		38
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
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
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Liberty Group LLC	411 30th St Second Floor, Oakland, CA 94609	51065xxxx0	amc*****@l************.com	4.2	5			1006	4	1000
Steven Spiesberger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	wms********@r.com					14536		16000
Affinity Capital Advisors	825 Page St Berkeley, CA 94710	51098xxxx1	con**@a***********.com			5	3
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
Collins Mason & Company	180 Grand Ave Ste 1365 Oakland, CA 94612	51089xxxx0	aim@c************.com			3.4	5	57	7	57
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
Luna Xu - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4
Boeing Law Offices - Temp. CLOSED	1300 Clay St Ste 600 Oakland, CA 94612	51076xxxx0	dat***************@i**.de	4.9	16	4.7	56
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
SEOzone: Google-Friendly SEO	Berkeley, CA 94703	51072xxxx2	inf@s*****.us	5	25	4.9	41
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
Modern Family Finance	1999 Harrison St #1800, Oakland, CA 94612	41535xxxx9	jen***@m****************.com	5	19			269		273
Polaris One - Business Coach	310 Laguna Vis Alameda, CA 94501	51028xxxx0	bob@p*********.com	5	14	5	1
Legacy Wealth Management Group	101 California St Suite 2710, San Francisco, CA 94111	41596xxxx3
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com					71		73
Hunt Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	92527xxxx2	dav*****@h*****************.com
Altamont Wealth	486 S K St, Livermore, CA 94550	92560xxxx1	alt*************@d*.jewellaprivacy
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
Modern Financial Planning	344 Thomas L Berkley Way M10, Oakland, CA 94612	51051xxxx9	doe***@m*****.com	5	15
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
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
Rockridge Health Benefits	Oakland, CA 94611	51038xxxx2	2e0***********************************@w***************.com			5	32
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
Wealth Management Associates	400 Main St Ste 200, Pleasanton, CA 94566	92546xxxx8	and******@w*******.net							41
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	mic**********@r.com
Schultz Collins	455 Market St Ste 1250 San Francisco, CA 94105	41529xxxx0	bel**@s***********.com			5	1
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
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
Merrill Lynch Financial Advisor Aaron D. Hudson	1111 Broadway 22nd Floor, Oakland, CA 94607	51020xxxx9	ale********@m.com
Storace Wealth Services	222 Railroad Ave, Danville, CA 94526	92531xxxx0
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 Mount Diablo Blvd Ste 100 Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
West Coast Financial	1814 Franklin St, Oakland, CA 94612	51086xxxx0	joh@w*******.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@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
Health & Wealth	Berkeley, CA 94702	51054xxxx5
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
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	abc*****@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
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
Keenan Law Offices	1057 Macarthur Blvd Ste 202 San Leandro, CA 94577	51055xxxx0	abi**@k***************.com	4.5	11	4.8	41
Roundleaf San Francisco	201 Spear St Ste 1100 San Francisco, CA 94105	41579xxxx0	ask@r***********.com			5	3
All Purpose Insurance Agency	5857 MacArthur Blvd, Oakland, CA 94605	51038xxxx0	con****@r*********.com	4.5	15	3	11	179	120	170
Gordian Wealth Advisors	100 Shoreline Hwy, Mill Valley, CA 94941	41533xxxx0	ehe**@g******.com
LAB Wealth Management LLC	1130 Wood St, Oakland, CA 94607	51073xxxx4	leo@l*****************.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 Financial Advisor Yvan (Ivan) Fung	1111 Broadway 22nd Floor, Oakland, CA 94607	51050xxxx6	ari********@m.com
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd, Ste 200, Walnut Creek, CA 94596	51021xxxx5	adm@p*********.com			5	1
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
Financial Avengers	505 14th St #310, Oakland, CA 94612	41577xxxx4	cap**@f**************.com	5	2
Pollak & Pollak Wealth Management - Ameriprise Financial	25 Orinda Way Ste 205 Orinda, CA 94563	92590xxxx0	dns***@a*.com			5	1	402	10	392
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Health & Wealth Inc.	Serving theOakland Area	51054xxxx5	sel*****@y**.com							21
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
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
RBC Wealth Management	1999 Harrison St, Oakland, CA 94612	51026xxxx0	cli********@r.com					14743		16000
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	wms********@r.com					13904		15000
Personal Best Financial LLC	4263 Gilbert St, Oakland, CA 94611	92525xxxx0	gle@p******************.com
Pacific Legacy Wealth Management Group - UBS Financial Services Inc.	4105 Blackhawk Circle Plaza, Danville, CA 94506	92574xxxx2	abc*****@u.com
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com					14743		16000
Porter, Ritchie & Associates - Ameriprise Financial Services	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	and**********@a*.com			1.9	51
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
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
Grizzly Peak Group LLC	1300 Clay St, Oakland, CA 94612	51042xxxx0	inf@g**************.com
Reap Legacy, Inc.	1901 Harrison St, Oakland, CA 94612	51040xxxx6	pat@r*********.com	4.6	10			24		25
ZRC Wealth Management	200 Pringle Ave, Walnut Creek, CA 94596	92596xxxx0
Trunorth Wealth Management	39134 Blacow Rd, Fremont, CA 94538	51028xxxx5	ang********@t***********.com
Epic Wealth Management - CLOSED	851 Irwin St, San Rafael, CA 94901
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
Merrill Lynch Financial Advisor Timothy J Score	1111 Broadway 22nd Fl, Oakland, CA 94607	51020xxxx7	aar********@s***.com
True Wealth Advisory Group	1661 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx6	fir********@t**************.com
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
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
Perseus Wealth	1040 Adrienne Dr, Alamo, CA 94507	92593xxxx0	inf@p***********.com
Kevin Wilson Cetera Wealth Partners	2157 Country Hills Dr Ste 211, Antioch, CA 94509	92528xxxx6	kev@k******************.com
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
Pantera Wealth	1967 Orfanos Ranch Dr, Brentwood, CA 94513	92571xxxx6	des**@p**********.com
Peninsula Wealth - CLOSED	222 Vallejo St, San Francisco, CA 94111
Elevation Wealth Management	1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598	92534xxxx2
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
P F Wealth Management Group	1970 Broadway Suite 525, Oakland, CA 94612	51098xxxx8	inf@p***********.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
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
Wealth Values	1100 Alma St, Menlo Park, CA 94025	65056xxxx1	inf@w********.com
Vista Wealth Management	5000 Hopyard Rd, Pleasanton, CA 94588	41547xxxx0	bra@v********.com
Echo45 Advisors	1801 N California Blvd Ste 101 Walnut Creek, CA 94596	92559xxxx9	inf@e************.com			5	3	277	4	285
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
BNY Mellon Wealth Management	353 Sacramento St, San Francisco, CA 94111	41590xxxx8	aar@b**********************.com
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
Enso Wealth Management	3470 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx5
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
West Coast Financial Wealth Management	1814 Franklin S Ste 802 Oakland, CA 94612	51086xxxx0	joh*****@w******.com
Monroe Wealth Management	1160 Battery St suite 100, San Francisco, CA 94111	51099xxxx3	joh*****@m*****.com	5	31