Business List: Wealth in Santa Ana, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers
Jamie Tam - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx4	wms********@r.com					14640		16000
Coastal Wealth	30131 Town Center Dr, Laguna Niguel, CA 92677	94945xxxx4
Homestead Wealth Management	333 E Foothill Blvd, San Dimas, CA 91773	90966xxxx7	inf@h****************.com
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2	190	57	217
RBC Wealth Management	777 S Figueroa St, Los Angeles, CA 90017	21336xxxx8
Mgo Wealth Advisors	16815 Von Karman Ave, Irvine, CA 92606	88888xxxx4	402***********************************@w***************.com					548	30	552
Incorporation Attorney	1820 W Orangewood Ave Ste 104A Orange, CA 92868	71463xxxx8	cor***********@i******************.com			4.9	82
Merrill Lynch Wealth Management	2301 Rosecrans Ave, El Segundo, CA 90245	31053xxxx4	ban*******************@m.com
Providence Wealth Management Group - Ameriprise Financial	2600 Michelson Dr Ste 1460 Irvine, CA 92612	94925xxxx0	dns***@a*.com			1	1
Vande Bossche Financial Planning & Wealth Management	180 North Riverview Drive 949-863-5911, Anaheim, CA 92808	94986xxxx1
Ulivi Wealth Management	369 S Glassell St, Orange, CA 92866	71477xxxx0	and*@a******************.com
Castillo Wealth Management	6767 Katella Ave, Cypress, CA 90630	71488xxxx0	tom*******@l.com
Golden Eagle Wealth Management	1000 S Fremont Ave, Alhambra, CA 91803	62687xxxx7	jva******@g**************.com
Wealth Advisory Group	4782 Katella Ave, Los Alamitos, CA 90720	56249xxxx7
Oakstone Wealth Management	1500 Quail St Ste 470 Newport Beach, CA 92660	94938xxxx1	des***********@l.com
Sears Wealth Management & Insurance Solutions	12487 N Mainstreet Ste 240, Rch Cucamonga, CA 91739	90933xxxx4
Bored Insurance Agency	2160 Barranca Pkwy Ste 1048 Irvine, CA 92606	90933xxxx2				5	1
Merrill Lynch Wealth Management	650 Town Center Dr Ste 500, Costa Mesa, CA 92626	71442xxxx0	ale********@m.com
Gelman LLP	1940 E 17th St, Santa Ana, CA 92705	71466xxxx0	ado**@g******.com			5	1	1886	3	1900
Lifestyle Financial Services	200 Sandpointe Ave Ste 160, Santa Ana, CA 92707	80083xxxx0	ama*@l***********************.com
Oakstone Wealth Management	950 E Katella Ave Ste 7, Orange, CA 92867	71463xxxx6	ste*********@l.com
Evergreen Wealthness Center	1255 N Vermont Ave, Los Angeles, CA 90029	32324xxxx5	inf@f**********.org
Delarme Wealth Management	2550 Via Tejon, Palos Verdes Estates, CA 90274	42425xxxx5	je@d******.com
Advanced Equities Wealth Management	6523 E Paseo El Greco, Anaheim, CA 92807	71492xxxx6
Cinergy Financial	15145 Woodlawn Ave Ste 100 Tustin, CA 92780	71421xxxx9				5	1
Harvest Wealth Management	2476 N Mountain Ave, Upland, CA 91784	90990xxxx8
Eliberto Casillas Morales	Anaheim, CA 92802	41564xxxx6				5	1
Ben Goldberg - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx6
George Otto - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	geo******@r.com
Confluence Wealth	373 E Foothill Blvd, San Dimas, CA 91773	90996xxxx8
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	cry**********@a*.com		235			231		234
Signature Legacy Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx6	abc*@u.com
Walden Wealth Management	2082 Michelson Dr Ste 103, Irvine, CA 92612	94982xxxx7	coo*@w************.com
Integrated Wealth Management Inc	140 Newport Center Dr, Newport Beach, CA 92660	94999xxxx5
Daniel Pichardo CFP, CRPC - Bridge Financial Management	4343 Von Karman Ave Ste 250L Newport Beach, CA 92660	94922xxxx2	dpi****@m************.com			5	18	209		208
Isaac Kim Wealth Management	18411 Crenshaw Blvd, Torrance, CA 90504	31080xxxx4
Morgan Stanley Wealth Management	444 S Flower St, Los Angeles, CA 90071	21348xxxx1	erp****@m************.com
Baldwin Wealth Planning	660 Newport Center Dr Ste 550, Newport Beach, CA 92660	94999xxxx8
Freedom Wealth Management	2780 Skypark Dr Ste 460, Torrance, CA 90505	42420xxxx5	je@p**********.com
Chalekian Wealth Management	70 S Lake Ave, Pasadena, CA 91101	81852xxxx0
The Law Firm of Kavesh, Minor & Otis	333 City Blvd W Fl 17 Orange, CA 92660	80075xxxx7	ale************@k******.com
Merrill Lynch Wealth Management	515 S Flower St, Los Angeles, CA 90071	21386xxxx4	aas**********@m.com
Schiel Wealth Management	30448 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94938xxxx5	cha@s********************.com
Morgan Stanley Wealth Management	8150 La Palma Ave, Buena Park, CA 90620	71482xxxx2	aar*********@m*********************.com
Gallinger Law	2900 Bristol St Ste D208 Costa Mesa, CA 92626	88825xxxx7	aab@g*********.com		61	4.1	8
Dsi Wealth Management	1000 Lakes Dr, West Covina, CA 91790	62691xxxx6	cha@d***.com
Marrick Wealth	2211 Michelson Dr Ste 545 Irvine, CA 92612	94925xxxx0	adv***@m**********.com
Health is Wealth Juice Bar?	3531 W Century Blvd, Inglewood, CA 90303	42457xxxx5
JMB Financial Managers	6 Hutton Centre Dr # 1280, Santa Ana, CA 92707	94925xxxx4	inf@j********.com
Accountant Partners	7595 Irvine Center Dr Irvine, CA 92618	94951xxxx7
Roger Stephens - RBC Wealth Management Financial Advisor	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx9	rbc*******@r.com
Financial Advisors Network, Inc	1432 Edinger Ave Ste 200 Tustin, CA 92780	71459xxxx0	bri@f***.com			5	3	182	6	225
EFC Wealth Management Firm	5777 W Century Blvd Ste 985, Los Angeles, CA 90045	31064xxxx1	ash*@e****************.com	4.8	16			401	9	429
Coastal Payroll Services	8 Whatney Irvine, CA 92618	94964xxxx2	abe**@c***********.com			4.4	7	559	110	593
Guardians Lending	Costa Mesa, CA 92626	94920xxxx5	joh*****@g************.com
Cooke & Wealth Management	1811 E Garry Ave, Santa Ana, CA 92705	94972xxxx0	che*@c****.com
Mark Elliott - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx4	mar*******@r.com
Confluence Wealth Management Group - Ameriprise Financial Services	530 W Bonita Ave, San Dimas, CA 91773	90939xxxx9	cam********@a*.com	4.5	2			16	15	20
Wealth Strategies	17011 Beach Blvd, Huntington Beach, CA 92647	71438xxxx4	jam@w******************.com
Schuster Beary Wealth Strategies	27401 Los Altos, Mission Viejo, CA 92691	94970xxxx3	enq****@s*****.com
Tom Drasler - Arbor Financial Group	1805 E Gary Ave Santa Ana, CA 92705	71447xxxx3	aar@a****************.net			4.9	30	617	36
Second Chance Financial	123 E Arrow Hwy, San Dimas, CA 91773	80022xxxx3	nn@s***********************.com	4.3	47	4.8	180
Guided Wealth Advisors	7777 Center Ave Ste 120, Huntington Beach, CA 92647	94953xxxx0	inf@g******************.com
Schwartz Newport Beach Wealth Management of Impact Wealth Management	120 Newport Center Dr, Newport Beach, CA 92660	94943xxxx4
Integrity Wealth & Associates	879 W 190th St Ste 400, Gardena, CA 90248	31021xxxx4
Heritage Wealth Management	24576 Hawthorne Blvd, Torrance, CA 90505	42424xxxx0	pri**************@n*********.net
Nexa Wealth	515 S Flower St 18th Fl, Los Angeles, CA 90071	31077xxxx8
Bedrock Wealth Managers	70 S Lake Ave 7th Fl, Pasadena, CA 91101	62699xxxx5	ear**@w******.com
Oaktree Wealth Group Inc	135 S State College Blvd, Brea, CA 92821	94951xxxx8	dch*@o***************.com
Newport Legacy Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94946xxxx9	acc*************@u.com
Harbor Rock Wealth Management	2753 Camino Capistrano Ste A101, San Clemente, CA 92672	94999xxxx5	inf@h**********.com
Smansa Chu-Bancwest Investment Services Wealth Financial Advisor	2 S Garfield Ave, Alhambra, CA 91801	62623xxxx3	aab**@b**********.com					40892	181	41000
C&c Wealth Strategies	151 Yorba St Ste 200, Tustin, CA 92780	71457xxxx8
PBDM Wealth Partners	23 Corporate Plaza Dr Ste 246, Newport Beach, CA 92660	42460xxxx0	abu*@r***.com
Victory Vault Investments	2340 N Grand Ave Ste 13 Santa Ana, CA 92705	71436xxxx5	vic*********************@g**.com
Sterling Wealth Partners	17332 Irvine Blvd Ste 130, Tustin, CA 92780	71459xxxx5	bgl*@l**.com					180		183
Integrated Solution Services	12900B Garden Grove Blvd Ste 178 Garden Grove, CA 92843	94941xxxx8	fir@i*****.com			5	1
Morgan Stanley Wealth Management	601 S Figueroa St Fl 28, Los Angeles, CA 90017	21355xxxx0	aar*********@m*********************.com
Ennkar Mortgage	1036 W Taft Ave Ste 200 Orange, CA 92865	88850xxxx9	aak*@e***.com			4.5	24
Compak Asset Management	1801 Dove St Newport Beach, CA 92660	94967xxxx0	bhu**@c***.com	4	4	3.9	18
Arbor Wealth Strategies-Ins	11027 Downey Ave, Downey, CA 90241	56231xxxx5
Geneos Wealth Management Inc	3010 Old Ranch Pkwy, Seal Beach, CA 90740	30378xxxx0	and**********@g*********.com
Gomberg McQuilkin Wealth Management Group	701 S Parker St, Orange, CA 92868	71449xxxx6	jod@g********************.com
Crossroads Planning	765 City Dr S Ste 390 Orange, CA 92868	71479xxxx2	joh*****@c****************.com			4.9	123	268	68	273
Sagent Wealth Magagement	4675 Macarthur Ct, Newport Beach, CA 92660	94935xxxx0	d.j*@p******************.com					121	14	124
Merrill Lynch Wealth Management	550 Silver Spur Rd, Rolling Hills Estates, CA 90275	31026xxxx0	aas**********@m.com
D&G Financial Planning	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	94967xxxx2	con**@d****************.com
Financial Strategies-Wealth Management Group	6 Hutton Centre Dr, Santa Ana, CA 92707	71436xxxx4	aha**@f**.com
Zunie Nguyen, Yogi CPA	1100 W Town And Country Rd Ste 1250 Orange, CA 92868	65779xxxx8	hel@y****.com			5	1	133	58
Logos Wealth Advisors	9327 Fairway View Pl Ste 106, Rancho Cucamonga, CA 91730	90958xxxx0	edd@l********.com
Morgan Stanley Wealth Management	70 S Lake Ave, Pasadena, CA 91101	62630xxxx0
Preferred Wealth Management, Inc.	2627 Mission St, San Marino, CA 91108	62679xxxx7
Burris Law	488 South Glassell St, Orange, CA 92866	71494xxxx2	ari*@b*******.net	4.9	28	4.8	185		42	323
T K Wealth Management	3000 E Birch St, Brea, CA 92821	94921xxxx0	tra*********@l.com
Strategic Fortune Wealth Management	1000 Lakes Dr Ste 340, West Covina, CA 91790	62651xxxx4	las@s****************.com
Evermont Wealth	419 Yale Ave, Claremont, CA 91711	90929xxxx7	eve***@e*****.com	5	12
Star Wealth Management	17441 Virginia Ave Unit B, Bellflower, CA 90706	56245xxxx6	ari@s***********.com
Total Wealth Insurance Services	777 Silver Spur Rd, Rolling Hills Estates, CA 90274	31037xxxx8
Sergio Orzynski - 24/7 Mortgage	9741 Bolsa Ave Ste 215 Westminster, CA 92683	56244xxxx4	ale@2**********.com			5	29
CA Periodontics & Implant Clinic	1532 San Bernardino Ave Ste A1, Pomona, CA 91767	90996xxxx0	you@e***.com
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	94933xxxx0	nay*@n************.com			5	6
Shaan Afridi, CPA	1475 S State College Blvd Ste 224 Anaheim, CA 92806	71438xxxx7	sha*******@s*****.com			5	19
Full Circle Home Loans	99 E C St Ste 206 Upland, CA 91786	90998xxxx8	inf@f*****************.com			5	157
Pinnacle Wealth Advisors	1920 Main St, Irvine, CA 92614	94992xxxx3
Morgan Stanley Wealth Management	17400 Brookhurst St Ste 101, Fountain Valley, CA 92708	71496xxxx3
Lacroix Wealth Management	21515 Hawthorne Blvd Ste 246, Torrance, CA 90503	31072xxxx8	dav********@l******.com
Jacek Holzwieser-Wealth Financial Advisor	8311 Haven Ave, Rancho Cucamonga, CA 91730	90928xxxx0	aab**@b**********.com					40848	177	41000
Legacy Wealth Management	1432 Edinger Ave Ste 200 Tustin, CA 92780	71423xxxx0
Emerald Wealth Management, Inc.	5000 Birch Street, Suite 3000, Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Northpoint Tax & Wealth Business Advisory	1661 E Chapman Ave, Fullerton, CA 92831	71487xxxx2	alq@n******.com
Noble Wealth Management	4299 Macarthur Blvd Ste 100, Newport Beach, CA 92660	88827xxxx8	aj@n********************.com
The Law Firm of Bezaire, Ledwitz & Associates	555 Anton Blvd Costa Mesa, CA 92626	71423xxxx0	ahm@s*************.com
Tustin Centre Wealth Advisors	1551 N. Tustin Ave. Tustin Centre, Santa Ana, CA 92705	71440xxxx1	abe*******@w***************.com
The Financial Architects - Orange County	500 N State College Blvd Ste 1100 Orange, CA 92868	71491xxxx8	cba****@t*****************.com			5	13	2237	4944	2200
DrHealthisWealth.com	1402 E Kramer Dr, Carson, CA 90746	31080xxxx5
Lee Dover - Private Wealth Advisor, Ameriprise Financial Services	556 N Diamond Bar Blvd Ste 106, Diamond Bar, CA 91765	90986xxxx0	ani**********@a*.com					267		275
Yi & Co CPA	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94934xxxx7	inf@y*****.com	5	15	4.7	49
The Pierce Group	18022 Cowan Ste 215 Irvine, CA 92614	94965xxxx0	joh@p*********.us
Damon M. Harris, LPL Financial Planner, Co-Founder of RivCo Wealth Management	3600 Lime St Ste 216, Riverside, CA 92501	95123xxxx0	chr**************@o********.com					167	9	168
Merchant Wealth Management	3505 W Beverly Blvd, Montebello, CA 90640	32324xxxx1
Smith Barney	1901 Main St Irvine, CA 92614	94995xxxx0	ada****@s********.com			5	1
Philip Cheng-Wealth Financial Advisor	2395 Huntington Dr, San Marino, CA 91108	62659xxxx1	aab**@b**********.com					40892	181	41000
TSG Wealth Management	18800 Von Karman Ste B Irvine, CA 92612	94950xxxx0	a.s******@t**.com
T R Wealth Management Inc	24050 Madison St, Torrance, CA 90505	31037xxxx5	bi@t*****.org					295		297
Boyer Financial Services	4063 Birch St Ste 200 Newport Beach, CA 92660	94933xxxx0	inf@b*****.com							176
Level Four Wealth Management	1920 Main St Ste 1090 Irvine, CA 92614	94977xxxx1
Frederich Family Wealth Advisors - Ameriprise Financial Services	462 S Marengo Ave, Pasadena, CA 91101	62644xxxx0	amb*******@a*.com
Confluence Wealth Management Group - Ameriprise Financial Services	26060 Acero Ste 109, Mission Viejo, CA 92691	94995xxxx2	cam********@a*.com					16	15	20
Becker Wealth Management	19800 Macarthur Blvd Ste 300, Irvine, CA 92612	94972xxxx5	ste**@b**********************.com
Jeffrey Halbreich - Private Wealth Advisor, Ameriprise Financial Services	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94946xxxx9	dns***@a*.com					123		125
Mike B Mc Coy - Private Wealth Advisor, Ameriprise Financial Services	4857 Arlington Ave Ste 100, Riverside, CA 92504	95178xxxx4	arl**********@a*.com	3.7	3			80		74
Wealth Attorney	4695 MacArthur Ct 11th Flr Irvine, CA 92660	87722xxxx0	put*@f*****.com
Women of Wealth Inc	22322 Harwich Ln, Huntington Beach, CA 92646	71496xxxx8
Robinson Wealth Advisors	33852 Montanas Del Mar, San Juan Capistrano, CA 92675	94921xxxx1	dro****@r*******************.com
Parliament Wealth	3200 Park Center Dr Ste 1240, Costa Mesa, CA 92626	94947xxxx8	ber@p*************.com
Randall Wealth Management Group	3780 Kilroy Airport Way Ste 200, Long Beach, CA 90806	56225xxxx8	ran*****************@w********.com
Family Wealth Leadership	2 Venture Ste 460, Irvine, CA 92618	94946xxxx0	inf@f********************.com
M&M Wealth Associates	16027 Brookhurst St, Ste I-626, Fountain Valley, CA 92708	71449xxxx5	fir@m***************.com
Merrill Lynch Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	ale********@m.com	3	2
Capital Wealth & Tax Incorporated	260 Newport Center Dr Ste 100, Newport Beach, CA 92660	86694xxxx4
RBC Wealth Management Palos Verdes	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx7	wms********@r.com					14640		16000
Concert Wealth Management	250 W 1st St, Claremont, CA 91711	90926xxxx0	hen*****@f*******.com
Wealth Advisors Inc	16909 Via De Santa Fe #202, Rancho Santa Fe, CA 92067	85848xxxx8	ajo*@w**************.com
RBC Wealth Management Branch - Long Beach	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx2
Omni Legal Group	2029 Century Park East Ste 438 Los Angeles, CA 90067	42451xxxx3	ari*@o***********.com	5	125	4.8	131	1149	45	1100
CML Wealth Management	135 S State College Blvd Ste 125, Brea, CA 92821	71449xxxx0	bxx*********@c******.com
Merrill Lynch Wealth Management	26660 Portola Pkwy, Foothill Ranch, CA 92610	94946xxxx0	aar********@s***.com
Wealth Financial Group West	650 Town Center Dr Ste 860, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com					111		119
Justin Vaz - Financial Services	5877 Pine Ave Ste 230 Chino Hills,, CA 91709	31098xxxx5	dns****@a*****.com			5	2
Alfa Investments & loans	190 W 3rd St Santa Ana, CA 92701	88879xxxx0	alf*********@g**.com
Williams & Novak Wealth Management	70 S Lake Ave Ste 700, Pasadena, CA 91101	81862xxxx8	dno*@w****.com
Wealth Preservation Concepts	2900 Adams St, Riverside, CA 92504	95135xxxx0
Sterling Wealth Partners	17332 Irvine Blvd, Tustin, CA 92780	71459xxxx5	bgl*@l**.com					181		183
Doug Bailey - RBC Wealth Management Branch Director	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx4
Premier One Insurance Services	625 The City Dr S Ste 100 Orange, CA 92868	71428xxxx0	and*******@p*******.com			4	8
Precision Wealth Financial & Insurance Services	222 S Harbor Blvd, Anaheim, CA 92805	71422xxxx0	cca@p************.com
New Market Wealth Management	695 Town Center Dr Ste 540, Costa Mesa, CA 92626	65790xxxx9
Golden State Wealth Management	201 Sandpointe Ave #460, Santa Ana, CA 92707	86627xxxx3	ash********@t************.com	4	4
Keith Conley - Certified Financial Planner	Tustin, CA 92780	94943xxxx7				5	2
Murdock Wealth Management	155 N Riverview Dr Ste 311, Anaheim, CA 92808	71476xxxx0	cmu***@j******.com
Innovative Real Estate Planning Group	1932 E Deere Ave Santa Ana, CA 92705	88890xxxx2	ali*@i**.com	4.2	30	3.8	6
Spectrum Wealth Management	9911 Irvine Center Dr, Irvine, CA 92618	94959xxxx1	ben@s**********.com
Todd Halbrook - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1
Pence Wealth Management	990 W 190th St Ste 500, Torrance, CA 90502	31032xxxx5	dja@p******************.com
Morgan Stanley Wealth Management	800 Newport Center Dr, Newport Beach, CA 92660	94971xxxx0	aal*****@m**********.com					113321	3094	131000
BGA Insurance	2900 Bristol St Ste B-300 Costa Mesa, CA 92626	94995xxxx5	a@b***********.com	4.4	9	4	8	481	14	479
Nicholas Yrizarry Wealth Management Group	201 Forest Ave # 201, Laguna Beach, CA 92651	94971xxxx5	ali***@a***.com
SLD Solutions	Irvine, CA 92618	88837xxxx1	dwo***@s*********.com
El Triunfo Corporation	1415 E 17th St Ste 260 Santa Ana, CA 92705	71495xxxx7	cen*@e******.com	4.9	123	4.6	36
Wealth Protection	1200 Quail St, Newport Beach, CA 92660	94933xxxx2	tre@r************.net
Irvine Wealth Management	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx0	mat**@i*****.com							101
Merrill Lynch Wealth Management	5640 E Santa Ana Canyon Rd, Anaheim, CA 92807	71492xxxx5	aas**********@m.com	2.6	31
Fabian Wealth Strategies	3070 Bristol St Ste 610 Costa Mesa, CA 92626	71424xxxx0	mar****@m***********.com			1	1	2805	28	2800
Merrill Lynch Wealth Management - CLOSED	610 Newport Center Dr Ste 1350, Newport Beach, CA 92660	94946xxxx0	aar********@s***.com
Farmers Insurance - Berdy Gonzalez-Lubnau	41 Corporate Park Ste 240 Irvine, CA 92606	71426xxxx3	abc*****@f****.com			2.3	6
Barlow Linda A	2700 N Main St #850, Santa Ana, CA 92705	71495xxxx2		4.8	6
Vincent Woo - RBC Wealth Management Branch Director	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx7	bri****@r.com
Wealth Management Associates	2041 Craig Ave, Altadena, CA 91001	62639xxxx2	and******@w*******.net
Louis & Veyette Wealth Management	4281 Katella Ave, Los Alamitos, CA 90720	56263xxxx3
Wealth Building Institute	15 Campanilla, San Clemente, CA 92673	94930xxxx4
Pde Wealth Advisors	10370 Commerce Center Dr, Rancho Cucamonga, CA 91730	90947xxxx2	dfl**@p**************.com	4.5	2			473		482
Draper Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94981xxxx0	ant**********@w***************.com
Warren Street Wealth Advisors, LLC	Tustin, CA 92780	71487xxxx0	bla@w***************.com
Taylor Wealth Management	3655 Torrance Blvd, Torrance, CA 90503	31054xxxx0	dou@t**********.com
Merrill Lynch Wealth Management	225 S Lake Ave Ste 100, Pasadena, CA 91101	62635xxxx0	aas**********@m.com
LoanSnap, Inc.	3070 Bristol St, Ste 200 Costa Mesa, CA 92626	80086xxxx0	ale****@g*******.com	4.4	298	3.9	272	1152		1100
Duarte Wealth Group	4695 MacArthur Ct Ste 1100, Newport Beach, CA 92660	86666xxxx3	con**@d**************.com
Ascent Wealth Advisors	4533 MacArthur Blvd #5005, Newport Beach, CA 92660	94953xxxx3	f24***********************************@w***************.com
Del Rey Wealth Management	420 Exchange Ste 270 Irvine, CA 92602	71438xxxx0
Green Wealth	6952 Buckeye St, Chino, CA 91710	90939xxxx3
Merrill Lynch Wealth Management	4141 Inland Empire Blvd Ste 150, Ontario, CA 91764	90947xxxx0	aas**********@m.com
Pierson Wealth Management	245 Fischer Ave Ste A2 Costa Mesa, CA 92626	71421xxxx0
Morgan Stanley Wealth Management	15141 Whittier Blvd Ste 400, Whittier, CA 90603	56290xxxx0	aar*********@m*********************.com
Oc Wealth Advisors	3200 El Camino Real #220, Irvine, CA 92602	71438xxxx7	san*******@l.com
Rodriquez Wealth Management	4340 Von Karman Ave, Newport Beach, CA 92660	94968xxxx0	cat@r********.com
EP Wealth Advisors	18301 Von Karman Ave #1050, Irvine, CA 92612	94926xxxx0	ab@e*******.com	5	1			1162	28	1200
Bond Wealth Managment	550 Elm Ave, Long Beach, CA 90802	56228xxxx2
Investlinc Wealth Service Inc	300 S Harbor Blvd, Anaheim, CA 92805	71456xxxx0	ama*@i***************.com
T R Wealth Management Inc	1924 S Pacific Coast Hwy, Redondo Beach, CA 90277	31031xxxx4
Lan Wealth Management Inc	1477 San Marino Ave Ste 4, San Marino, CA 91108	62657xxxx8
A & K Strategic Wealth Inc	505 Topside Pl, Diamond Bar, CA 91765	90986xxxx2
Boroff & Nyberg LLP	17875 Von Karman Ave Ste 150 Irvine, CA 92614	56231xxxx1	eva@b**********.com			4.8	32
Chatterton & Associates, The Wealth Management Team, Inc.	3061 E La Palma Ave, Anaheim, CA 92806	71457xxxx0	ani*@c**********.com
Wealth Management Advisers	24012 Calle De La Plata, Laguna Hills, CA 92653	94960xxxx0	ago**@c*****.com
Wealth Team 360	3355 Cerritos Ave, Los Alamitos, CA 90720	94958xxxx0
Merrill Lynch Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94995xxxx0	ale********@m.com
Giordano Wealth Management Group - UBS Financial Services Inc.	251 S Lake Ave 10th Fl, Pasadena, CA 91101	62640xxxx3	abc*****@u.com
Providence Wealth Management Group - Ameriprise Financial Services	2600 Michelson Dr Ste 1460, Irvine, CA 92612	94925xxxx0	dns***@a*.com
Morgan Stanley Wealth Management	633 W 5th St, Long Beach, CA 90802	21389xxxx0
PH Loans	18301 Von Karman Ste 350 Irvine, CA 92612	88888xxxx3	dea@p*****.com			4.1	68
wealth preservation services	14096 Cameron Ln, Santa Ana, CA 92705	71432xxxx5		1	1
American Wealth Insurance Service	4 Upper Newport Plz, Newport Beach, CA 92660	94947xxxx5
Wealth Management Advisers	14771 Plaza Dr, Tustin, CA 92780	71450xxxx1	ago**@c*****.com
Tk Wealth Management	24031 El Toro Rd Ste 320B, Laguna Hills, CA 92653	94921xxxx0
Citi Personal Wealth Management	3605 Central Ave, Riverside, CA 92506	95168xxxx7	aar********@c******.com	3.3	21
Pacific Wealth Management	16115 S Pacific Ave, Sunset Beach, CA 90742	71433xxxx4	kel@s****************.com
Wealth Strategies Group	3111 N Tustin St Ste 205, Orange, CA 92865	71446xxxx7
WestPac Wealth Partners	100 Spectrum Center Dr Ste 330, Irvine, CA 92618	94927xxxx0	aar********@w**********.com
Prosperity Wealth Management Group Inc	1722 Desire Ave Ste 208, Rowland Heights, CA 91748	62634xxxx1
JD Financial Insurance Services	1905 E 17th St Ste 220 Santa Ana, CA 92705	71454xxxx1	kel***********@g**.com			3	2
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	10
CREATE WEALTH	4568 Pennyroyal Dr, Corona, CA 92880	95180xxxx9	dom**@f*************.com
Mayea Wealth Management	10601 Walker St Ste 170, Cypress, CA 90630	42448xxxx2	tom@m**********.com
B & G Wealth Planning Attorneys	880 Apollo St Ste 334, El Segundo, CA 90245	31089xxxx0
Revel Private Wealth	30210 Rancho Viejo Rd Ste C, San Juan Capistrano, CA 92675	94966xxxx1	inf@r*****.com							3
Pure Wealth Management Inc	18000 Studebaker Rd, Cerritos, CA 90703	71433xxxx4	and@p****.com
Argosy Wealth Management Corp	21250 Hawthorne Blvd Ste 500, Torrance, CA 90503	42421xxxx9
Chabot Wealth Management	11810 Sebastian Way Ste 105, Rancho Cucamonga, CA 91730	90975xxxx3
Pinnacle Wealth Management, Inc.	990 W 190th St Ste 500, Torrance, CA 90502	31076xxxx7
Amf Wealth Management	2302 Martin Ste 175 Irvine, CA 92612	94938xxxx0
Morgan Stanley Wealth Management	2677 N Main St, Santa Ana, CA 92705	71483xxxx1	bri@m********************.com
Kevin P Tolan - Private Wealth Advisor, Ameriprise Financial Services	216 N Glendora Ave Ste 201, Glendora, CA 91741	83377xxxx9	dns***@a*.com					16	15	20
Depaolo & May Strategic Wealth	100 Spectrum Center Dr, Irvine, CA 92618	94950xxxx9
Gurman Wealth Management	4380 Cerritos Ave, Los Alamitos, CA 90720	71422xxxx0
Speedy Credit Repair	Huntington Beach, CA 92648	88872xxxx4	chr@s***************.com	4.9	36	4.8	85			36
RBC Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56249xxxx8
Charles Schwab	2825 Main St Irvine, CA 92614	94995xxxx9	bil****@s***.com	4.5	10	2.7	22		159	661000
Wealth Team 360	2120 Main St, Huntington Beach, CA 92648	71496xxxx0
Oakstone Wealth Management	1500 Quail St, Newport Beach, CA 92660	94938xxxx1	des***********@l.com
AmeriEstate Legal Plan	3525 Hyland Ave Ste 150 Costa Mesa, CA 92626	80023xxxx3	adv***@a********.com			4.5	59	383	202
Independent Capital Management	1401 Dove St Ste 430 Newport Beach, CA 92660	94945xxxx0	a.a@i***********.com							13000
Financial Partners Credit Union	1409 W Chapman Ave Ste A Orange, CA 92868	88865xxxx2	ada**@f*.org			4.2	42
Tien Ngo, Wealth Advisor - Ted Ngo And Associates Insurance & Financial Services	15440 Beach Blvd Ste 126, Westminster, CA 92683	71472xxxx2	ngo@e*************.com
Merhab, Robinson & Clarkson	1551 N Tustin Ave Ste 1020 Santa Ana, CA 92705	71497xxxx3	cas**********@m*******.com
Mark 1 Mortgage & Wealth Academy	1342 E Chapman Ave Orange, CA 92866	86684xxxx5	ala*****@m.com			1	1
Morgan Stanley Wealth Management	2 Ritz Carlton Dr Ste 203, Dana Point, CA 92629	94923xxxx0
Perigon Wealth Management	1130 Roosevelt, Irvine, CA 92620	94926xxxx3	abe**@p**********.com
Life Insurance By Rosy	Los Angeles, CA 91606	31094xxxx4				5	7
Dennis Fitzgerald - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx8	den************@r.com
Morgan Stanley Wealth Management	609 Deep Valley Dr, Rolling Hills Estates, CA 90274	31054xxxx0	acm*********@m**********.com
Cs Tomasi Wealth Management	100 Oceangate, Long Beach, CA 90802	56290xxxx2	chr************@c*****.net
Tim Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	wms********@r.com					14743		16000
Jeff Labarthe - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com
Louis Wealth	4909 Lakewood Blvd, Lakewood, CA 90712	56263xxxx3	aar*******@s*****.com
Advanced Planning Wealth Management		94950xxxx0	adm@t*******.org
Law Office of Darren L Baker	1820 W Orangewood Ave Ste 108 Orange, CA 92868	71463xxxx7	dba*@b*******.com			2.7	15
J.P. Morgan Private Bank	3 Park Plz Ste 730 Irvine, CA 92614	94985xxxx0	acc****************@j*****.com
Health is Wealth Chiropractic Care	167 N 3rd Ave, Upland, CA 91786	81882xxxx2		5	54
Meritage Wealth Management	4 Hutton Centre Dr Ste 750, Santa Ana, CA 92707	71421xxxx0	fir@m***********.com
Faison Wealth Strategy	26632 Towne Centre Dr Ste 300, Foothill Ranch, CA 92610	88838xxxx6	jus*@f*****************.com
Kathy Flores Wealth Management	31877 Del Obispo St, San Juan Capistrano, CA 92675	94927xxxx8
Theresa Allen - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	rbc*******@r.com
Morgan Stanley Wealth Management	633 W 5th St Fl 34, Los Angeles, CA 90071	21389xxxx0
Wealth Start By World	12881 Knott St Suite 206, Garden Grove, CA 92841	56253xxxx6	inf@w***********.world
Helix Wealth Partners	4695 Macarthur Ct, Newport Beach, CA 92660	94966xxxx7	joh@h*****.com
Benchmark Wealth Management	2300 E Katella Ave Ste 400, Anaheim, CA 92806	71463xxxx3	ben****@l.com							122
Helix Wealth Partners	4695 MacArthur Ct Ste 220 Newport Beach, CA 92660	94966xxxx7
Bradley Scott - Private Wealth Advisor, Ameriprise Financial Services	225 E Santa Clara St Ste 302, Arcadia, CA 91006	62644xxxx0	amy******@a*.com					73		79
CB Wealth Advisory	23832 Rockfield Blvd, Lake Forest, CA 92630	94985xxxx1
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx8	abc*@u.com
Golden State Wealth Management	19800 Macarthur Blvd Ste 855, Irvine, CA 92612	94942xxxx0	and*@g**********.com
Ewpg Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	joh@w**********.com
Edelman Financial Engines	600 Anton Blvd Ste 1750 Costa Mesa, CA 92626	83375xxxx3	a.b***@e********************.com			1	4	18780	20	20000
Orange County Tax Help	5011 Argosy Ave Ste 1 Huntington Beach, CA 92649	71463xxxx0	inf@t*****.com			4.8	298
Robert Schultz - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx5
Helix Wealth Partners, Inc.	3300 Irvine Ave Ste 320 Newport Beach, CA 92660	94966xxxx7	joh@h*****.com
South Coast Wealth Management	43 Corporate Park Ste 201, Irvine, CA 92606	94974xxxx1
Bond Wealth Management	5001 Airport Plaza Dr, Long Beach, CA 90815	56228xxxx2	eri*@b**********.com
Balanced Wealth Management	9 Orchard, Lake Forest, CA 92630	94967xxxx7	chu@b**************.com
EP Wealth Advisors	21535 Hawthorne Blvd Ste 400, Torrance, CA 90503	31054xxxx9	ab@e*******.com	4.4	9
RBC Wealth Management Branch - Newport Beach	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Merrill Lynch Wealth Management	65 Pine Ave # 19, Long Beach, CA 90802	71440xxxx5	nla*@n**********.com
Morgan Stanley Wealth Management	19000 Macarthur Blvd, Irvine, CA 92612	94964xxxx2	inf@m********************.com
Milestone Wealth Management & Insurance Solutions	17011 Beach Blvd, Huntington Beach, CA 92647	71446xxxx5	rya@c**************.com
Elevated Wealth Advisory Group - Ameriprise Financial Services	3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806	56298xxxx7	bra***********@a*.com					161		164
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Integrity Wealth Management	3991 Macarthur Blvd Ste 215, Newport Beach, CA 92660	94995xxxx8	inq****@i*********.com
Seamount Financial Group, Inc.	738 E Chapman Ave Orange, CA 92866	80075xxxx6	aar@s**************.com
Onitus Capital	3857 Birch St Ste 5059 Newport Beach, CA 92660	86091xxxx4	kso*@o**********.com			5	2	59		132
Benchmark Wealth Management	950 E Katella Ave Ste 2 Orange, CA 92867	71463xxxx3
Morgan Stanley Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56290xxxx0	acm*********@m**********.com
Compak Asset Management	8105 Irvine Center Dr Irvine, CA 92618	94934xxxx0				5	1
Capital Wealth & Tax	260 Newport Center Dr Ste 100 Newport Beach, CA 92660	94924xxxx0	max@c******************.com
Merrill Lynch Wealth Management	111 W Ocean Blvd Ste 1360, Long Beach, CA 90802	56249xxxx0
Infinite Wealth Financial & Insurance Services	2020 Main St 10th Floor, Irvine, CA 92614	94979xxxx4	ale@i*********************.com	5	1			1239	143
Gold Key Wealth Management	36 Cantata Dr, Mission Viejo, CA 92692	94921xxxx3
Wealth & Business Management LAB	Tustin, CA 92782	56234xxxx0	ang@l******.com
Morgan Stanley Wealth Management	18131 E Valley Blvd, La Puente, CA 91744	62693xxxx0
Jeremy Vernon Combe - Private Wealth Advisor, Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94966xxxx0	dan*********@a*.com
Morgan Stanley Wealth Management	55 S Lake Ave, Pasadena, CA 91101	62644xxxx0	aal*****@m**********.com					113354	3089	131000
Financial Growth Management	17871 Santiago Blvd Ste 224 Villa Park, CA 92861	71424xxxx0	3d5***********************************@w***************.com
PFC Wealth Advisors	3200 E Guasti Rd Ste 100, Ontario, CA 91761	90945xxxx0
Holmquist Wealth Management	660 Newport Center Dr Ste 470, Newport Beach, CA 92660	88825xxxx8	joh@h***********************.com
Nicholas Yrizarry Wealth Management	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	jsm*@a****************.com
Quackenbush Panetti Wealth Partners	23 Corporate Plaza Dr Ste 246, Newport Beach, CA 92660	94973xxxx0	abu*@r***.com
Stumpo Wealth Management Group - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx9	abc*****@u.com
Emerald Wealth Management	5000 Birch St Ste 3000 Newport Beach, CA 92660	80022xxxx7	jan***@e**************.com	5	2
Efc Wealth Management Firm	5678 W 63rd St, Los Angeles, CA 90056	31064xxxx1	ash*@e****************.com	4.8	16				9	429
Grewall Wealth	1820 E Garry Ave Ste 203 Santa Ana, CA 92705	83340xxxx2	inf@i***************.com
Inc2wealth Corporation	22982 La Cadena Dr, Laguna Hills, CA 92653	94926xxxx9
Morgan Stanley Wealth Management	2381 Rosecrans Ave, El Segundo, CA 90245	31072xxxx3	aar*********@m*********************.com
Imad Sibai Financial Coach	Santa Ana, CA 92704	90922xxxx4				5	1
Scalco Financial - Tax and Wealth Management	207 East Broadway, Unit 201, Long Beach, CA 90802	56243xxxx0	joh@s*************.com	5	10
Vartanyan Wealth Management	20201 SW Birch St Ste 250, Newport Beach, CA 92660	94961xxxx4	ada@v*************.com
Laguna Wealth Advisors, LLC	120 Vantis Dr Ste 300, Aliso Viejo, CA 92656	94946xxxx6	inf@l**********.com
NB Wealth Partners	201 E Center St, Anaheim, CA 92805	71471xxxx0
Grace Wealth Management Group, Inc.	18662 Macarthur Blvd Ste 330, Irvine, CA 92612	94963xxxx0	doe@f*********************.com					198	7	200
Kirby Wealth Management, Inc. - CLOSED	2601 Saturn St Ste 106, Brea, CA 92821		fir@k******************.com
Money With Gerardo	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	94922xxxx3
Wealth Resource Institute	30011 Ivy Glenn Dr, Laguna Niguel, CA 92677	94977xxxx0	luc**@l*******.com
Crown Wealth Management Inc	17011 Beach Blvd Ste 680, Huntington Beach, CA 92647	71496xxxx0	aka@c****.com
Westshore Wealth	4041 Macarthur Blvd, Newport Beach, CA 92660	94929xxxx8	ami**@w************.com
BNY Mellon Wealth Management	1600 Newport Center Dr Ste 200, Newport Beach, CA 92660	94925xxxx0
Jeffrey R Matsen - Bohm Wildish & Matsen	600 Anton Blvd Ste 640 Costa Mesa, CA 92626	71438xxxx0				2.3	3
Annuity General	Serving theSanta Ana Area	80033xxxx4
Joshua S Wyper - Wyper Wealth Management	17671 Irvine Blvd Ste 115 Tustin, CA 92780	71479xxxx1	jos*@w******************.com			5	1
Maddy Stewart - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx7	dav***********@r.com							54
Laguna Wealth Advisors	24551 Del Prado, Dana Point, CA 92629	94946xxxx6	inf@d************.org
Irvine Wealth Management and Financial Planning	7545 Irvine Center Dr Ste 200, Irvine, CA 92618	94970xxxx3	bla@i*********.com
Regal Wealth Group	12501 Seal Beach Blvd Ste 280, Seal Beach, CA 90740	56279xxxx9	ama**@r*************.com
Ryan Bockhold - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	rbc*******@r.com					14743		16000
O C Wealth Strategies	2031 E Cerritos Ave, Anaheim, CA 92806	71465xxxx5
Kauffman Wealth Management	140 S Lake Ave, Pasadena, CA 91101	62679xxxx4
Wealth Management Advisors	100 N Barranca St Ste 895, West Covina, CA 91791	62659xxxx7
Morgan Stanley Wealth Management	302 Glenneyre St, Laguna Beach, CA 92651	94946xxxx0
Merrill Lynch Wealth Management	3750 University Ave, Riverside, CA 92501	80044xxxx7	aas**********@m.com
LA Wealth Management	Costa Mesa, CA 92626	42445xxxx5	car***@l***************.com			5	3
Rlm Wealth Group	3403 10th St, Riverside, CA 92501	95178xxxx5
Health & Wealth Incorporated	655 Tourmaline St, San Diego, CA 92109	85833xxxx7	c18***************************@s***.wixpress			5	4
Gurman Wealth Management	400 Corporate Pointe Ste 300, Culver City, CA 90230	31069xxxx2
Wealth Advisement Group Inc	670 Silver Spur Rd Ste 228, Palos Verdes Peninsula, CA 90274	31099xxxx5
Odyssey Wealth Design	18400 Von Karman Ave Ste 550 Irvine, CA 92612	94947xxxx2	ana****@l.com					138	4	140
Beacon Pointe Wealth Advisors	3610 Central Ave, Riverside, CA 92506	95132xxxx4	a.c*@b*********.com
New Wealth Trading	3801 Broadway Pl, Los Angeles, CA 90037	32323xxxx0
Leslie Robertshaw - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx3
Garabedian Wealth Management	70 S Lake Ave Ste 992, Pasadena, CA 91101	62679xxxx0	re@g***************.com							77
Wealth Management Strategies	2050 Main St #520, Irvine, CA 92614	94983xxxx2	acg******@w******.com
Royalty Exit Solutions	1 Park Plz Ste 190 Irvine, CA 92614	84483xxxx8	hel@r*****************.com
Sterling Insurance & Financial Group	100 Bayview Cir Ste 100 Newport Beach, CA 92660	94976xxxx9	adm@t************.com					296	114	288
Michael Russo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com					230		233
Kinecta Federal Credit Union - Fountain Valley	17860 Newhope St Ste 102 Fountain Valley, CA 92708	31064xxxx8	bob*****@k****.org			4.3	74	43475	1455	43000
2E Wealth Management	140 S Chaparral Ct Ste 130, Anaheim, CA 92808	71499xxxx0	inf@2******.com
Euro Pacific Capital	1201 Dove St Ste 200 Newport Beach, CA 92660	94947xxxx0	alb*@e****.com			2.6	33
Sales Tax Resource Group	8840 Warner Ave Ste 303 Fountain Valley, CA 92708	71437xxxx0	bri@s*************.com			3.4	5
Eric Gallinger - Stratos Wealth Partners	2040 Main St Ste 175, Irvine, CA 92614	80093xxxx5
Steven Uy, Wealth Advisor - Eagle Strategies	55 S Lake Ave Ste 200, Pasadena, CA 91101	62620xxxx9	abc*****@n********.com
Wealthcorp	2790 Cabot Dr Suite 130, Corona, CA 92883	86688xxxx5	ira@w****************.com	5	5
Brian Britt - Private Wealth Advisor, Ameriprise Financial Services	2601 Airport Dr Ste 110, Torrance, CA 90505	31089xxxx0	ale************@a*.com
Fix Your Credit Consulting	4741 Laurel Canyon Blvd Ste 205 Studio City, CA 91607	87721xxxx0	con**@f********************.com			4.9	226		3	962
Tortuga Wealth Management	2275 Torrance Blvd Ste 205, Torrance, CA 90501	31032xxxx0
Van Dyke Inc Investment & Wealth Management	18377 Beach Blvd Ste 326, Huntington Beach, CA 92648	71437xxxx0
Farmers Insurance - Tyler Harms	1431 E Chapman Ave Orange, CA 92866	71474xxxx3	abc*****@f****.com			5	5
OC Patent Lawyer	2732 Morse Ave Ste 178 Irvine, CA 92614	94949xxxx2	re@o*************.com			5	49			166
Johny Makhijani - Financial Advisor, Ameriprise Financial Services, LLC	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx2	cry**********@a*.com
Quantum Wealth	2215 E 1st St, Long Beach, CA 90803	56243xxxx2
SYM Solutions	2590 Red Hill Ave, Ste 5149, Santa Ana, CA 92705	90922xxxx7
Legacy Wealth Management	1 Pointe Dr Ste 355, Brea, CA 92821	71458xxxx0	inf@l*******.com
Law Offices of W. Bailey Smith	2601 Main St Ste 1200 Irvine, CA 92614	94983xxxx1	bsm*@y********.com			4.5	14
Clarity Wealth Management	2121 Rosecrans Ave, El Segundo, CA 90245	31066xxxx0						171844	146	193000
Quantum Wealth Management - CLOSED	600 Corporate Pointe Ste 1120, Culver City, CA 90230	31056xxxx7	inf@q*************.com
ClearEdge Private Wealth - Ameriprise Financial Services	8608 Utica Ave Ste 207, Rancho Cucamonga, CA 91730	90994xxxx0	aay********@a*.com
Wealth Teams Solutions	15520 Rockfield Blvd, Irvine, CA 92618	87728xxxx8		5	1
Tactical Wealth Solutions	33 Brookline, Aliso Viejo, CA 92656	94938xxxx3	dar*@t**********.com
Platinum Wealth Group	5000 Birch St Ste 3000, Newport Beach, CA 92660	71433xxxx5	inf@p*****************.com
Hendries Wealth Management	7777 Center Ave Ste 120, Huntington Beach, CA 92647	71479xxxx4	pri**************@n*********.net
Superior Tax Solutions	8840 Warner Ave Ste 201 Fountain Valley, CA 92708	71484xxxx2	eta@s************.com			3.7	49	83	92
McKinnon And Associates	18400 Von Karman Ave Ste 400 Irvine, CA 92612	90936xxxx6	dal**********@l.com
Neil Fujita - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx1								56
M&M Wealth Associates	2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704	71449xxxx5	inf@m****************.com							349
Hudack Law	17411 Irvine Blvd Ste H Tustin, CA 92780	71466xxxx0	inf@h*******.com			5	3
Wave Wealth Management	25411 Cabot Rd, Laguna Hills, CA 92653	94949xxxx0	inf@w****.com
Lee Dover - Private Wealth Advisor, Ameriprise Financial Services	2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245	31022xxxx0	ani**********@a*.com					267		275
Elite Wealth Group	2753 Camino Capistrano Ste 201A, San Clemente, CA 92672	94935xxxx9	inf@e************.com
Integrity Wealth Building	520 E Avenida Pico, San Clemente, CA 92674	56270xxxx6	inf@i*********************.com
Taylor Wealth Management	600 Avenue D, Redondo Beach, CA 90277	31054xxxx0
Management Wealth	55 S Lake Ave Ste 700, Pasadena, CA 91101	62630xxxx8
Merrill Lynch Wealth Management	4825 E Chapman Ave, Orange, CA 92869	71492xxxx0	aas**********@m.com	3.5	21
Amenity Wealth	4401 Atlantic Ave Ste 200, Long Beach, CA 90807	56282xxxx0	inf@a***********.com
Capstone Dynasty Trust	500 N State College Blvd Orange, CA 92868	71420xxxx3
Morgan Stanley Wealth Management	3 Pointe Dr, Brea, CA 92821	71499xxxx0	aar*********@m*********************.com
Carol Wilshire - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx4	car*********@r.com
Herbalife, Health Is Wealth 24	1133 Venice Blvd Suite B, Los Angeles, CA 90015	32368xxxx3	a-c************@h******.com					41923		73000
Merrill Lynch Wealth Management	28202 Cabot Rd Ste 200, Laguna Niguel, CA 92677	94945xxxx2	ban*******************@m.com	3.3	4
Dan Rothenberg - RBC Wealth Management Financial Advisor	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx8	joh******@c.rbcwealthmanagement
Helen Kim - Movement Mortgage	17877 Von Karman Ave Ste 230 Irvine, CA 92614	21343xxxx0	ada*****@m*****.com			5	161	47547		52000
Advant Wealth	18301 Von Karman Ave Ste 430 Irvine, CA 92612	94926xxxx9	adr*@a*********.com
Mercer Advisors Wealth Management	620 Newport Center Dr Ste 1030, Newport Beach, CA 92660	80039xxxx4	aar******@m***********.com					2748	28
IWM Partners	3 Park Plz Ste 1490 Irvine, CA 92614	71479xxxx1	ahe*****@i********.com		5	5	3
Morgan Stanley Wealth Management	5000 Birch St, Newport Beach, CA 92660	71475xxxx1
Unity Wealth Partners	4050 W Metropolitan Dr Suite 150, Orange, CA 92868	94968xxxx8	con**@u****************.com
Csi Wealth Management	20 E Foothill Blvd, Arcadia, CA 91006	62629xxxx4	alo*@c******.org
Institutional Wealth Consultants	1851 E 1st St, Santa Ana, Ca 92705	71461xxxx5
Kira, Kira, Morris, and Bates Wealth Management Group - UBS Financial Services Inc.	3390 University Ave 2nd Fl, Riverside, CA 92501	95178xxxx7	abc*****@u.com
Sullivan Wealth Management Group	895 Dove St Ste 300 Newport Beach, CA 92660	91652xxxx0	bra********@s********.com
Board-Global Wealth Structure	9660 Flair Dr, El Monte, CA 91731	62667xxxx1
Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services	530 W Bonita Ave, San Dimas, CA 91773	90939xxxx9	cam********@a*.com	3.7	3			16	15	20
Global Wealth Financial	650 W Duarte Rd, Suite 405, Arcadia, CA 91007	62629xxxx1
Jose S Ching - Private Wealth Advisor, Ameriprise Financial Services	13200 Crossroads Pkwy N Ste 165, City Of Industry, CA 91746	56269xxxx4	abi*******@a*.com					86		88
Financial Strategies - Wealth Management Group	6 Hutton Centre Dr Penthouse Suite 1400, Santa Ana, CA 92707	71436xxxx4	aha**@f**.com	5	1
Scott Wealth Management Group	18022 Cowan Ste 225 Irvine, CA 92614	94955xxxx0
Morgan Stanley Wealth Management	2040 Main St Ste 600, Irvine, CA 92614	94980xxxx0	aar*********@m*********************.com
Wealth & Business Management Lab	16815 Von Karman Ave, Irvine, CA 92606	94924xxxx1
Lucent Brokerage	Tustin, CA 92780	32383xxxx0
LifePoint Wealth Management, Inc.	21250 Hawthorne Blvd Ste 360, Torrance, CA 90503	31057xxxx4	mel**@l************.com
Family Wealth Counseling Inc	21515 Hawthorne Blvd, Torrance, CA 90503	31053xxxx5	ann@f**********.org
Mandy M Woo - Private Wealth Advisor, Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	bri*************@a*.com							10
Dorsey Wealth Management	21250 Hawthorne Blvd Ste 700, Torrance, CA 90503	31037xxxx6	amy***@d*********.com							73
Modern Wealth Law	2600 Michelson Dr Ste 950 Irvine, CA 92612	94937xxxx3	atr@m************.com	5	53	5	86	323	2	324
Wealth Management Solutions	2532 Dupont Dr Irvine, CA 92612	94947xxxx0
Merrill Lynch Wealth Management - CLOSED	801 W Huntington Dr, Arcadia, CA 91007	62689xxxx0	aar********@s***.com
Sagent Wealth Magagement	1489 Glenneyre St, Laguna Beach, CA 92651	94975xxxx9	cha**********@s*****.com
TCFG Wealth Management The Certus Financial Group	28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677	94936xxxx3
Morgan Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx8	acc*************@u.com
Moy Wealth Advisors	70 S Lake Ave, Pasadena, CA 91101	88879xxxx7	kmo@m*******.com
Reef Wealth Management	880 Apollo St Ste 302, El Segundo, CA 90245	31052xxxx9	jsm*@r*******.com
Centurion Wealth Advisors	500 N State College Blvd Ste 1100, Orange, CA 92868	56243xxxx0
Tech Wise	17952 Sky Park Circle D1 Irvine, CA 92614	94942xxxx8	inf@t*********.com
Horizon Wealth Management	3387 N Studebaker Rd, Long Beach, CA 90808	22561xxxx0
Confluence Wealth Management Group-Ameriprise Financial Serv	160 Via Verde, San Dimas, CA 91773	90939xxxx9	cam********@a*.com					16	15	20
Morgan Stanley Wealth Management	300 Spectrum Center Dr Ste 800, Irvine, CA 92618	94934xxxx0
Reh Wealth Advisors	466 W Arrow Hwy, San Dimas, CA 91773	90996xxxx3	ste@i************.com
Basdakis Wealth Management	18012 Sky Park Cir, Irvine, CA 92614	94950xxxx5
Freedom Wealth Management	1340 E Route 66 Ste 105, Glendora, CA 91740	62691xxxx7
BFS Wealth Management	2040 Main St, Irvine, CA 92614	71428xxxx6	adm@b*.com					30		39
Profit & Wealth Tax Advisors	2030 Main St Ste 1300 Irvine, CA 92614	71444xxxx9	eri@p************************.com			5	13
Taylor Wealth Management	15061 Springdale St Ste 202, Huntington Beach, CA 92649	71424xxxx4	all*********@l.com
Prominence Business & Wealth Management Inc	620 W Route 66, Glendora, CA 91740	62682xxxx9	adm@p***************.com					289	21	316
First Foundation Bank	18101 Von Karman Ave Ste 150 Irvine, CA 92612	94920xxxx0	ada@f****************.com			2.7	17
Salazar Wealth Management - UBS Financial Services Inc.	3390 University Ave Ste 270, Riverside, CA 92501	90933xxxx5	abc*@u.com
Westside Retirement & Financial Services	11300 Hartland Ave North Hollywood, CA 91605	94951xxxx3	a.w***@p*******.com			5	8
Morgan Stanley Wealth Management	3801 E Foothill Blvd, Pasadena, CA 91107	62644xxxx0
H & S Wealth Management	6633 S Halm Ave, Los Angeles, CA 90056	71455xxxx0	ada@h*********.com
MJ Wealth Solutions LLC	5772 Bolsa Ave #220, Huntington Beach, CA 92649	94943xxxx1
Creative Wealth Strategies	610 Newport Center Dr Ste 290, Newport Beach, CA 92660	86698xxxx6	fir@c**.com
Kris De La Pena - Private Wealth Advisor, Ameriprise Financial Services	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx2	bri*********@a*.com					73		77
Bond Wealth Management	6615 E Pacific Coast Hwy Ste 215, Long Beach, CA 90803	56228xxxx2	bor**@b**********.com
Brian Woo - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx9	bri****@r.com
Vision Solved Wealth Management Group	6905 Magnolia Ave, Riverside, CA 92506	95147xxxx4	dan@m*************.com					71		66
KWM Wealth Advisory	975 S Fair Oaks Ave, Pasadena, CA 91105	62679xxxx4	joh@k**************.com
Merrill Lynch Wealth Management	160 E Yorba Linda Blvd, Placentia, CA 92870	71498xxxx2	aas**********@m.com
Kauffman Wealth Service	975 S Fair Oaks Ave, Pasadena, CA 91105	62679xxxx6	aar**********@r*********.com
Cupp Wealth Strategies	792 W Arrow Hwy Ste A, Upland, CA 91786	90994xxxx8
Pinnacle Wealth Management	10370 Commerce Center Dr Ste 130, Rancho Cucamonga, CA 91730	90939xxxx7
Citibank	17400 Brookhurst St Fountain Valley, CA 92708	65721xxxx4	abb********@c*.com	3	20	2.2	35	154297	1838	11
Comprehensive Wealth Management GRP	4000 Macarthur Blvd, Newport Beach, CA 92660	94995xxxx2	jan*@c****.com
Wealth Management Group	18201 Von Karman Ave Ste 900 Irvine, CA 92612	94975xxxx1
Wealth Space	2100 W Orangewood Ave, Orange, CA 92868	94944xxxx0
William Stauffer - Morgan Stanley	2677 N Main St # 1000, Santa Ana, CA 92705	71464xxxx4	acc********@m**********.com	5	1
TSG Wealth Management	6460 E Pacific Coast Hwy, Long Beach, CA 90803	56241xxxx0	a.s******@t**.com
Midtown Wealth Advisors Inc	18411 Crenshaw Blvd, Torrance, CA 90504	80067xxxx4	jd@m********.com
Bauer & Shekerlian Law	525 Cabrillo Park Dr Ste 350 Santa Ana, CA 92701	94923xxxx4				4.7	13
King Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	36152xxxx7	ste*@k*******.org
Tunney Wealth Management - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx6	acc*************@u.com
North Wealth Management	4667 MacArthur Blvd Ste 220 Newport Beach, CA 92660	94925xxxx5
Noble Wealth Management	6B Liberty Ste 130, Aliso Viejo, CA 92656	88827xxxx8	aj@n******.com					2
Latham Wealth Management	5150 E Pacific Coast Hwy, Long Beach, CA 90804	56234xxxx0
Merrill Lynch Wealth Management	3010 Old Ranch Pkwy 1st Fl, Seal Beach, CA 90740	56249xxxx0	ale********@m.com
Ross Wealth Management	3711 Long Beach Blvd Ste 719, Long Beach, CA 90807	56220xxxx5	bab****@w***************.com					581719		46
Legacy Private Wealth	500 N State College Blvd Ste 1100, Orange, CA 92868	71466xxxx0	adm@l*********.pro
Healy & Associates	1109 N Broadway Santa Ana, CA 92701	71444xxxx2	amh**@h************.com			3	2
Morgan Stanley Wealth Management	10 Pointe Dr, Brea, CA 92821	71499xxxx6	acm*********@m**********.com
CIBC Private Wealth Management	520 Newport Center Dr, Newport Beach, CA 92660	94966xxxx0	acc*****@c*.com					2125		2200
Eric Glade - Private Wealth Advisor, Ameriprise Financial Services	556 N Diamond Bar Blvd Ste 106, Diamond Bar, CA 91765	90986xxxx0	ani**********@a*.com
Strategic Wealth Management	15615 Alton Pkwy Ste 320, Irvine, CA 92618	94938xxxx3
Sentinel Wealth Advisory Group - Ameriprise Financial Services	556 N Diamond Bar Blvd Ste 106, Diamond Bar, CA 91765	90986xxxx0	ani**********@a*.com					263		272
Anchor Wealth Management	9891 Irvine Center Dr, Irvine, CA 92618	94982xxxx2	hos*****@1**.com
Granite Wealth Advisors	10 Gardenia St, Ladera Ranch, CA 92694	94939xxxx0
Ossola Wealth Management	20 Enterprise Ste 350-b, Aliso Viejo, CA 92656	94925xxxx2	bri********@o*****.com
Merrill Lynch Wealth Management	725 S Figueroa St, Los Angeles, CA 90017	21362xxxx9	aas**********@m.com
Nexgen Wealth Management	17890 Castleton St Ste 230, City of Industry, CA 91748	88854xxxx1	ebe@e******.com
Krystin Murray Wealth Management	430 N Paulina Ave, Redondo Beach, CA 90277	31099xxxx7
Morgan Stanley Wealth Management	660 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94971xxxx0
Weiss Global Wealth Management	1923 Molino Ave Unit 202, Signal Hill, CA 90755	81831xxxx4
Riviera Wealth Management	322 Vista Del Mar, Redondo Beach, CA 90277	31037xxxx0	jud@r*******.com
Wallick Wealth Management	425 W Bonita Ave Ste 110, San Dimas, CA 91773	90959xxxx1
Alan Goldstein - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx8								56
Michelle Tascoe Financial Coaching	Los Angeles, CA 90004	20928xxxx6		5	11	4.9	53
Northwestern Mutual Financial Network	18191 Von Karman Ave Irvine, CA 92612	94962xxxx0	aar********@n*.com			1.7	6	107316	16165	108000
Merrill Lynch Wealth Management	608 Silver Spur Rd, Rolling Hills Estates, CA 90274	31026xxxx1	ale********@m.com
The Jimmy Kim Real Estate Team	4040 Barranca Pkwy Ste 100 Irvine, CA 92604	71434xxxx0	and************@f******.com	5	15	5	15
Consigliere Wealth Management	19800 MacArthurBlvd Ste 300, Irvine, CA 92612	94922xxxx1	inf@e**********.com
OneDigital	6200 E Canyon Rim Rd Suite 202A, Anaheim, CA 92807	65733xxxx4	aar@o*******.com
Health Is Wealth USA	18631 Gale Ave, City Of Industry, CA 91748	62658xxxx6
OWL Wealth Management - Ameriprise Financial Services	2 Park Plz Ste 1100, Irvine, CA 92614	94986xxxx0	ado******@a*.com					295		296
Bright Wealth Advisors	400 Spectrum Center Dr, Irvine, CA 92618	94927xxxx4	hen@b*****************.com							163
Institutional Wealth Consultants	1851 E 1st St #900, Santa Ana, CA 92705	71461xxxx5	mar****@w*****.com
RBC Wealth Management Branch - Los Angeles	555 S Flower St Ste 810, Los Angeles, CA 90071	21326xxxx3	rbc*******@r.com
Sanjay Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Greg Prahser - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx2
Park Wealth Management Inc.	2355 Crenshaw Blvd, Torrance, CA 90501	31032xxxx0	gle****@p*****************.com
Meinert Wealth Management	17215 Studebaker Rd Ste 195, Cerritos, CA 90703	56247xxxx7
Stan DiLiberto, CPA, CFP	12501 Seal Beach Blvd Ste 200 Seal Beach, CA 90740	56249xxxx5	sta@c********.com	4.8	55	4.7	30
Slaten Wealth Management	501 N Brookhurst St # 318, Anaheim, CA 92801	80069xxxx0	hei@s*********.com
Ross Gielow: Allstate Insurance	1111 W Town And Country Rd Ste 52 Orange, CA 92868	71455xxxx7	a**00@a*****.com			4.9	30
Precision Wealth	9890 Research Dr, Irvine, CA 92618	94920xxxx0	cco****@p************.com
Mgo Private Wealth	111 Pacifica, Irvine, CA 92618	94920xxxx1	402***********************************@w***************.com
Concert Wealth Management	841 Apollo St Ste 320, El Segundo, CA 90245	42427xxxx0
Edelman Financial Engines	2400 E Katella Ave Ste 910 Anaheim, CA 92806	83375xxxx3	aar*****@e********************.com
Morgan Stanley Wealth Management	1901 Main St Ste 800, Irvine, CA 92614	94995xxxx0	acm*********@m**********.com
Pierson Wealth Management	245 Fischer Ave, Costa Mesa, CA 92626	71421xxxx0
Silversage Advisors	19200 Von Karman Ave Ste 370 Irvine, CA 92612	94922xxxx5	dsa*@s***************.com		3	5	1
Fabian Wealth Strategies Inc	3070 Bristol St Ste 610, Costa Mesa, CA 92626	71466xxxx3	mar****@m***********.com						28	2900
Finally Tax Figured	Fountain Valley, CA 92708	56248xxxx4
Nick Socha - Northwestern Mutual	18575 Jamboree Rd Ste 400 Irvine, CA 92612	94962xxxx6	ade*******@n.com					46		49
Procurus Wealth Management	4101 Birch St Ste 110, Newport Beach, CA 92660	94922xxxx8
The Tidik-Friedman Wealth Management Group - UBS Financial Services Inc.	251 S Lake Ave 10th Fl, Pasadena, CA 91101	81853xxxx1	abc*****@u.com
Merrill Lynch Wealth Management	17700 Castleton St Ste 488, City Of Industry, CA 91748	62696xxxx1
Ross Wealth Management Group	5150 E Pacific Coast Hwy Ste 200, Long Beach, CA 90804	56220xxxx5	eri@e********.com
D'Arcy Wealth Management, Inc.	387 Magnolia Ave Ste 103-523, Corona, CA 92879	95130xxxx7
Wealth Networks Solutions	537 Richland St, Upland, CA 91786	90925xxxx4
Clay Northam Wealth Management	3020 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56279xxxx7	bcl@c********.com
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services	333 City Blvd W 3rd Fl, Orange, CA 92868	88880xxxx1	cha***********@a*.com							130
Merrill Lynch Wealth Management	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx0	ale********@m.com	4	4
Amaral Wealth Management - UBS Financial Services Inc.	2121 Rosecrans Ave Ste 1300, El Segundo, CA 90245	42430xxxx9	abc*****@u.com
Mission Wealth	1 Park Plz Ste 600 Irvine, CA 92614	94928xxxx0	ach**@m**********.com
Legacy Wealth Management	1432 Edinger Ave, Tustin, CA 92780	71436xxxx3
Farris & Company Accountancy Corp	4101 Birch St Ste 210C Newport Beach, CA 92660	94925xxxx6	far*******@c***********.com	5	3
Morgan Stanley Wealth Management	17801 Colima Rd, City Of Industry, CA 91748	62691xxxx3	aar*********@m*********************.com
CIBC Private Wealth Management	4695 Macarthur Ct, Newport Beach, CA 92660	94988xxxx0	alb*********@c*.com					2125		2200
Nextgen Business and Wealth Preservation	1 Park Plz, Irvine, CA 92614	94922xxxx9
Colton Wealth Management	25 E Huntington Dr, Arcadia, CA 91006	62670xxxx5	joh@c******.com
Vicky Rangsuebsin - Private Wealth Advisor, Ameriprise Financial Services	99 S Lake Ave Ste 500, Pasadena, CA 91101	62672xxxx0	can*********@a*.com							75
Guardians Wealth Management		94920xxxx5
Modern Wealth Law	3200 Park Center Dr Ste 260, Costa Mesa, CA 92626	94937xxxx3	atr@m************.com					315	2	315
E Mortgage Capital	18071 Fitch Irvine, CA 92614	85556xxxx0	aab**@e*************.com			4.7	342	26190	177	26000
Pacific Coast Wealth Management	120 Vantis Dr, Aliso Viejo, CA 92656	94963xxxx2	bla@p*************************.com	4.6	11
Steadfast Wealth Management	2 Venture, Irvine, CA 92618	94935xxxx8
Farmers Insurance - Sreyvin Samoeun	2744 E Chapman Ave Orange, CA 92869	71492xxxx9	bko*@f*********.com			5	15
Rebecka Forrester \| TNG Real Estate	2830 Brea Blvd Fullerton, CA 92835	71441xxxx7	reb*************@m.com			4.9	14
Wealth Investment Group			con**@w*******.com
Chi Luu - First Financial Security	2900 S Harbor Blvd Ste 225 Santa Ana, CA 92704	71468xxxx2	chi@f**********.com	5	2	5	18
Newman Law Group	242 W Main St Ste 101 Tustin, CA 92780	65723xxxx5				4.8	30
Sentinel Wealth Advisory Group - Ameriprise Financial Services	2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245	31022xxxx0	ani**********@a*.com					266		274
Nch Wealth Advisors Inc	1661 E Chapman Ave Ste 2A, Fullerton, CA 92831	71487xxxx2	ama*@n******.com
Crystal Cove Wealth Management - Royce R. Running	9841 Irvine Center Dr Suite B230, Irvine, CA 92618	94959xxxx6
JRL Capital/Capstone Wealth	9861 Irvine Center Dr, Irvine, CA 92618	94982xxxx0	bac*****@j***.com
Ahmed Shaikh, Attorney at Law	14471 Chambers Rd Ste 103 Tustin, CA 92780	86640xxxx4				5	10
Maggie Yang, CPA, CFP, MBA	4299 MacArthur Blvd Newport Beach, CA 92660	62623xxxx6	exa**@m***.com			5	2
Wealth Management Corp	800 Newport Center Dr, Newport Beach, CA 92660	94972xxxx7	bra********@s********.com
Great Park Insurance	10 Corporate Park Ste 130 Irvine, CA 92606	94938xxxx2	dan*@g***************.com	5	505	4.9	763	644	2206
Tempus Wealth Planning	100 Spectrum Center Dr, Irvine, CA 92618	94939xxxx5	cca**@t*****.com
McCarthy Wealth Management	3300 Irvine Ave, Newport Beach, CA 92660	71424xxxx1	inf@m*********.com							294
Signature America Wealth Management	22956 El Toro Rd, Lake Forest, CA 92630	94921xxxx0	fir@s*************.com
Impact Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94968xxxx5	abc*****@w***************.com
Dunamis Consulting	Newport Beach, CA 92660	94934xxxx4	tre*@d****************.com			5	1
Morgan Stanley Wealth Management	21250 Hawthorne Blvd Ste 650, Torrance, CA 90503	31054xxxx1	gle****@p*****************.com					44		39
Sage Mint Wealth	2600 Michelson Dr Ste 950 Irvine, CA 92612	71493xxxx0	inf@s************.com			5	1
Laura Zaragoza Guerrero - Private Wealth Advisor, Ameriprise Financial Services	7355 Greenleaf Ave Ste 204, Whittier, CA 90602	56255xxxx3	ana*********@a*.com
Align Wealth Advisors	24031 El Toro Rd, Laguna Hills, CA 92653	94971xxxx5	inf@a*****************.com					54	7	59
Vance Long \| United American Mortgage	3198-F Airport Loop Dr Costa Mesa, CA 92626	71442xxxx7	chr@l*****.com			4.9	38
EP Wealth Advisors	25500 Hawthorne Blvd Ste 1030, Torrance, CA 90505	31079xxxx6	arm**@h************.net
Morgan Stanley Wealth Management	28202 Cabot Rd, Laguna Niguel, CA 92677	94936xxxx5	acm*********@m**********.com
Peoples Financial Solution	3857 Birch St Ste 203 Newport Beach, CA 92660	80049xxxx9				2.3	3
Gibson Realty	6056 Lincoln Ave, Ste B, Cypress, CA 90630	71482xxxx0	tam********@y**.com	5	2
Kingdom Wealth Stewards	294 Ambroise, Newport Coast, CA 92657	94928xxxx0	jri******@k******************.com
Yhc Wealth Management Group	18396 Brookhurst St, Fountain Valley, CA 92708	71496xxxx0	pgb****@w****************.com					199	5	205
Walker Wealth Strategies	623 N Harbor Blvd, Fullerton, CA 92832	71444xxxx0			86
Chicago Wealth Management Inc	12644 Westminster Ave, Santa Ana, CA 92706	71465xxxx4
Cerity Partners	18881 Von Karman Ave Irvine, CA 92612	21220xxxx0	aad*@c***********.com
Halbrook MacDonald Wealth Management Team	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	rbc*******@r.com
Global Wealth Insurance Service	1559 E Amar Rd, West Covina, CA 91792	85595xxxx0	inf@g***************************.com
Maeder Wealth Group	23440 Hawthorne Blvd Ste 120, Torrance, CA 90505	42424xxxx0	con**@p***********.org
U.S. Bank – Wealth Management Banker: Ivan Samuels	500 S Main St, Orange, CA 92868	71477xxxx5	aar**********@u***.com
Mission Wealth Management Group	105 E Avenida Magdalena, San Clemente, CA 92672	86696xxxx9
Wealth Management Solutions. LLC	East Tower, 4000 MacArthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com
Denis Doulgeropoulos - Mass Mutual	2020 Main St Ste 1200 Irvine, CA 92614	76065xxxx0	DDo**********@f***********.com			5	1	136		141
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services	3900 Kilroy Airport Way Ste 190, Long Beach, CA 90806	56298xxxx7	bra***********@a*.com					161		165
Statewide Wealth Funding Corporation	8440 Maple Pl, Rancho Cucamonga, CA 91730	90998xxxx2
Falcon Wealth Planning	3333 Concours, Ontario, CA 91764	85596xxxx6	exx****@f*****************.com
RGT Wealth Advisors	1 Park Plz Ste 950, Irvine, CA 92614	94995xxxx5	ahi@r********.com
Flatrock Wealth Partners	4041 Macarthur Blvd Ste 400, Newport Beach, CA 92660	94968xxxx5	car**@f***********.com
Tax & Wealth Management	4501 Cerritos Ave Ste 202, Cypress, CA 90630	71494xxxx4	je@t****************.com	5	2			40		66
CBM Wealth Management - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx6	abc*****@u.com
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.7	200			27000
Karl H Romero & Associates, Inc	1585 E 17th St Santa Ana, CA 92705	71454xxxx7	kar*********@w********.com
Becon Pointe Wealth Advisors	610 Newport Center Dr, Newport Beach, CA 92660	94972xxxx0	aba***@b*********.com
Derek Johnson - Private Wealth Advisor, Ameriprise Financial Services	3390 University Ave Ste 260, Riverside, CA 92501	95127xxxx0	der**********@a*.com					221	3	221
Paul A. Fea - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx7	wms********@r.com					14640		16000
Fortner Wealth Management - UBS Financial Services Inc.	2121 Rosecrans Ave Ste 1300, El Segundo, CA 90245	42430xxxx5	abc*****@u.com
Stephen Shin - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx2	joh******@c.rbcwealthmanagement
Pathway Wealth Management	11801 Pierce St Ste 200, Riverside, CA 92505	95152xxxx9	jac@p**************.com
Mellow & Axel Wealth Management Group - UBS Financial Services Inc.	3030 Old Ranch Pkwy Ste 300, Seal Beach, CA 90740	56234xxxx0	abc*****@u.com
XOA TAX	2211 Michelson Dr Ste 900 Irvine, CA 92614	65782xxxx8	con**@x***.com			5	3
Pacifica Wealth Advisors	26041 Acero, Mission Viejo, CA 92691	94930xxxx0	rob*@p***********.com	5	3			505		512
C3 Private Wealth Advisors - Ameriprise Financial Services	2 Park Plz Ste 1100 Irvine, CA 92614	94966xxxx0	c3p******************@a*.com
Wealth Coast - Wealth Management and Insurance Solutions	18575 Jamboree Rd #200, Irvine, CA 92612	94986xxxx0	chr***********@n.com							138
Morgan Stanley Wealth Management	2375 Huntington Dr, San Marino, CA 91108	62658xxxx0
Martin Klein - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	mar*******@r.com							157
Elevare Wealth - Ameriprise Financial Services	4 Venture Ste 300, Irvine, CA 92618	94945xxxx3	dns***@a*.com
Loan Eagle Wealth Services	1490 N Claremont Blvd Ste 100, Claremont, CA 91711	90962xxxx5
Empirical Wealth Management	2020 Main St Ste 340 Irvine, CA 92614	94954xxxx0	aba**@e******.net							2500
Manhattan Beach, CA Private Wealth Management - UBS Financial Services Inc.	2121 Rosecrans Ave Ste 1300, El Segundo, CA 90245	42430xxxx4	abc*****@u.com
Law Offices of Mark D Holmes	2875 Michelle Dr Ste 160 Irvine, CA 92606	94964xxxx0	mar@m*********.com	5	9	4.7	105
Frankie Kleinertz-Morgan Stanley Private Wealth Advisor	444 S Flower St, Los Angeles, CA 90071	21348xxxx1	acc********@m**********.com
Oakwood Wealth Partners	17400 Laguna Canyon Rd Ste 125, Irvine, CA 92618	94934xxxx8
Wealth Tutor	201 Sandpointe Ave #228, Santa Ana, CA 92707	94922xxxx0
Wealth Management Group	12501 Seal Beach Blvd, Seal Beach, CA 90740	56249xxxx1
Wealth Creation Insurance Services	10161 Bolsa Ave Ste 204B Westminster, CA 92683	71471xxxx1	emi@w********************.com							369
Scalco Financial - Tax and Wealth Management	3561 Howard Ave Ste 100, Los Alamitos, CA 90720	56243xxxx0	mar@s************.com
Gardena Financial	1516 W Redondo Beach Blvd, Gardena, CA 90247	42499xxxx9		4.8	35	4.7	161			55
Rs Crum	4 Upper Newport Plz Ste 201 Newport Beach, CA 92660	94942xxxx6	car@r***.com	5	4
Burns Tax & Wealth Management	1920 S Archibald Ave Ste F, Ontario, CA 91761	95173xxxx9	adm@b************.com	5	4
Pacific Wealth Solutions	16430 Bake Pkwy, Irvine, CA 92618	94965xxxx8	dj@p**.ai
David Thompson - RBC Wealth Management Branch Director	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com							54
JMJ Wealth Management	3435 Wilshire Blvd Ste 300, Los Angeles, CA 90010	21338xxxx2
Adam MacDonald - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx5
Jason Lee	555 Anton Blvd Ste 150 Costa Mesa, CA 92626	80036xxxx1	jlc**************@w********.com
Crown Wealth Management	2900 Bristol St Suite B-106, Costa Mesa, CA 92626	71496xxxx0	aka@c****.com
Wealth Wise Financial Service	9070 Irvine Center Dr Ste 230, Irvine, CA 92618	94974xxxx7	car**@w****************.com
Global Wealth Partners Inc	333 S Anita Dr, Orange, CA 92868	71446xxxx7	ama**@g********************.com							35
Naples Regan Wealth Management - UBS Financial Services Inc.	251 S Lake Ave 10th Fl, Pasadena, CA 91101	62640xxxx2	abc*****@u.com
The Soto Law Group	4041 MacArthur Blvd Ste 200 Newport Beach, CA 92660	94994xxxx9	inf@t*************.com			3.8	10
Merrill Lynch Wealth Management - CLOSED	500 Newport Center Dr, Newport Beach, CA 92660	94976xxxx5	aan*******@m.com
Brandon Hovind - Patriot Equity Mortgage	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94943xxxx4	bho**@p******************.com			5	6
Ritholtz Wealth Management	610 Newport Center Dr Ste 260, Newport Beach, CA 92660	94925xxxx5
C S Tomasi Wealth Management	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56249xxxx8	chr*****@c*****.com
Thompson Wealth Management	400 Corporate Pointe Ste 595, Culver City, CA 90230	31031xxxx3	con****@t*******.com							637
Pinnacle Wealth Financial Advisors	900 W 190th St, Torrance, CA 90502	31076xxxx7
Whittier Trust Company	3200 Park Center Dr Costa Mesa, CA 92626	94921xxxx0	aau@w**********.com					164	13	195
Burnham Gibson Wealth Advisors	2050 Main St Ste 510 Irvine, CA 92614	94983xxxx0	at@b************.com
Meinert Wealth Management	19127 Bloomfield Ave, Cerritos, CA 90703	56280xxxx0
Frank Jimenez, Financial Advisor - Arbor Wealth Strategies & Insurance Solutions, Inc.	11027 Downey Ave, Downey, CA 90241	56277xxxx0	fra@a******************.com
Wealth Management Advisers	23441 S Pointe Dr, Laguna Hills, CA 92653	94960xxxx0	ago**@c*****.com
Citadel Law Corporation	2372 Morse Ave Irvine, CA 92614	80066xxxx2	a.f****@c*******.com	4.1	9	2.9	10	445	14	441
Vedran Kaluderovic - Private Wealth Advisor, Ameriprise Financial Services	2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245	31022xxxx6	ani**********@a*.com
Wealth Management Group	1651 E 4th St, Santa Ana, CA 92701	71497xxxx0
Wealth Management Services Inc	15771 Grey Oaks St, Westminster, CA 92683	71479xxxx9	inf@w***.com
Tri-Circle Financial Strategies	1633 E 4th St #216, Santa Ana, CA 92701	71456xxxx2	bi@t***************.com
National Wealth Center	5135 barlin ave, Lakewood, CA 90712	56250xxxx5
Wealth Financial Media Group - CLOSED	3350 Wilshire Blvd Ste 1225, Los Angeles, CA 90010
Padilla, Singh & Associates Wealth Management, Inc.	388 E Valley Blvd Ste 213, Alhambra, CA 91801	88856xxxx5
Coastal Wealth Management	2660 E Coast Hwy, Corona Del Mar, CA 92625	94933xxxx0	jes@c************.com
Steven Keesal - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx2	ste********@r.com
Newport Wealth Advisors Inc	4611 Chino Hills Pkwy, Chino Hills, CA 91709	94979xxxx9	bwe*@n******************.com
Wealth Barber Shop	9660 Haven Ave, Rancho Cucamonga, CA 91730	90947xxxx6
Bond Wealth Managment	13155 Alondra Blvd, Santa Fe Springs, CA 90670	56240xxxx4
Hilpan Moxie Wealth Management	Irvine, CA	94955xxxx2	don******@h********.com
Kathy Flores Wealth Management	5 Park Plz, Irvine, CA 92614	94930xxxx2
Amrit Mathur - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx1	amr*******@r.com
Theresa Kost - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx9	the*******@r.com					80	8	83
Trojan Wealth Management	3720 S Flower St 4th Fl, Los Angeles, CA 90007	21382xxxx5	jsu@u************.org
Innovent Law	2372 Morse Ave Ste 147 Irvine, CA 92614	94942xxxx2	adm@k****.com			4.8	41	419	12
Online Trading Academy	17780 Fitch Ste 200 Irvine, CA 92614	88843xxxx2	abi@t************.com			3.9	137	109528	203	117000
Castillo Wealth	12501 Seal Beach Blvd, Seal Beach, CA 90740	56249xxxx3	tom*******@l.com
Chapman Wealth Strategies	17752 Sky Park Cir, Irvine, CA 92614	94938xxxx2
Andrew M Schroeder - Ameriprise Financial Advisor	2 Park Plz Ste 1100 Irvine, CA 92614	56230xxxx5	dns***@a*.com			1	1
Mark P Tolan - Private Wealth Advisor, Ameriprise Financial Services	160 Via Verde Ste 200, San Dimas, CA 91773	90939xxxx9	cam********@a*.com
Larry Prutch - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx0	joh******@c.rbcwealthmanagement		9					56
Merrill Lynch Wealth Management	350 S Grand Ave, 27th floor, Los Angeles, CA 90071	21362xxxx0	ale********@m.com
NewCoast Wealth Advisors - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx5	abc*@u.com
Jon Resin - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx6
Morgan Stanley Financial Advisors	2677 N Main St # 1000, Santa Ana, CA 92705	71483xxxx1	acc********@m**********.com	3.5	2
Merrill Lynch Wealth Management	3550 Vine St Ste 300, Riverside, CA 92507	95168xxxx2	aas**********@m.com
Deutsche Bank	1761 E Saint Andrew Pl, Santa Ana, CA 92705	71424xxxx0	adr@d*.com	3.3	18
Falcon Wealth Planning	2030 Main St Fl 13 Irvine, CA 92614	85596xxxx6	cca***@f*****************.com
RBC Wealth Management Branch - Manhattan Beach	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx0	wms********@r.com					14312		16000
Management Wealth	10 Pointe Dr Ste 400, Brea, CA 92821	71467xxxx0	bxx*********@c******.com
Professional Wealth - CLOSED	689 W Foothill Blvd Ste D, Claremont, CA 91711
Merrill Lynch Wealth Management	350 S Grand Ave, Los Angeles, CA 90071	21378xxxx2	ale********@m.com
The KFK Group	4000 Barranca Pkwy Ste 250 Irvine, CA 92604	94926xxxx3	ern*@t********.com
Collins Law Office	4 Park Plaza Ste 1050 Irvine, CA 92614	85545xxxx9	ass****@c********.com			4.9	41
Cooke Wealth Management	18881 Von Karman Ave Ste 1420 Irvine, CA 92612	94972xxxx0	coo******@c***********.com	5	2
RefiNow Financial	14742 Newport Ave Ste 104 Tustin, CA 92780	94930xxxx2	inf@r**************.com	5	6	5	12
Brio Wealth	949 S Coast Dr, Costa Mesa, CA 92626	94994xxxx0	amb@b*******.com
Phillip Ngo - State Farm Insurance Agent	18382 Brookhurst St Fountain Valley, CA 92708	71496xxxx8	phi**@p************.com			4.8	137
Labrum Wealth Management	8888 Prospect St Ste 200 La Jolla, CA 92037	76070xxxx5	aar@l*********.com
Roth Wealth Management Group - UBS Financial Services Inc.	20 Pacifica Ste 1500, Irvine, CA 92618	94945xxxx3	abc*****@u.com
Marric Wealth Management	4675 McArthur Ct Ste 725 Newport Beach, CA 92660	94937xxxx6
Morgan Stanley Wealth Management	244 W Canada, San Clemente, CA 92672	94949xxxx3
Kinecta Federal Credit Union - Tustin	2324 Park Ave Tustin, CA 92782	71425xxxx4	aar***@k****.org	3.9	27	3.9	70	43472	1455	43000
Wealth Solutions Group	101 S Barranca Ave, Covina, CA 91723	80093xxxx2	chr**@t*******.com
Psa Wealth Management	388 E Valley Blvd, Alhambra, CA 91801	62687xxxx0
Zambriski-Polson Wealth Advisors	2355 Crenshaw Blvd Ste 165, Torrance, CA 90501	31095xxxx4
Confidence Wealth Management	21250 Hawthorne Blvd Ste 500, Torrance, CA 90503	31082xxxx0	ask@i***.com
James Valle & Company, CPA’s	4667 MacArthur Blvd Ste 400 Newport Beach, CA 92660	94941xxxx0	iju**********@v*****.com			4.1	9		2	162
Valencia Wealth Management	5449 Bain St, Jurupa Valley, CA 91752	95136xxxx5
Angeles Wealth Group - Ameriprise Financial Services	225 E Santa Clara St Ste 302, Arcadia, CA 91006	62644xxxx0	amy******@a*.com					73		79
Coast Wealth Management	302 N El Camino Real, San Clemente, CA 92672	94936xxxx5	mva******@c******************.com
Gail R Roque - Private Wealth Advisor, Ameriprise Financial Services	80 S Lake Ave Ste 555, Pasadena, CA 91101	62674xxxx6	cry***********@a*.com							79
BML Wealth Management	2 Park Plz Ste 280 Irvine, CA 92614	94968xxxx5	adv***@b******.net			4.3	8		9
Merit Wealth Management - Ameriprise Financial Services, LLC	14771 Plaza Dr, Ste M, Tustin, CA 92780	94925xxxx8	chr*************@a*.com					230		233
Wealth Advisory Lab	620 Newport Center Dr Ste 1100, Newport Beach, CA 92660	94944xxxx8	ins***@w**************.com
Wealth Ocean Inc.	4340 Von Karman Ave STE 260, Newport Beach, CA 92660	94940xxxx2	boa@w**********.com	1	1
Morgan Stanley Wealth Management	555 Pointe Dr, Brea, CA 92821	71499xxxx0
Advantage Tax & Wealth	800 S Harbor Blvd, Anaheim, CA 92805	71449xxxx0
JMB Wealth Management	25500 Hawthorne Blvd Ste 1200, Torrance, CA 90505	31079xxxx5	j.b**@l.com
FDP Wealth Management	8841 Research Dr, Irvine, CA 92618	94985xxxx7	ben@f****.com
Garabedian Wealth	3452 E Foothill Blvd, Pasadena, CA 91107	62679xxxx0	re@g***************.com
Wealth Management Solutions	4000 MacArthur Blvd Ste 600 East Tower Newport Beach, CA 92660	94947xxxx0	a@w******.com
Wealth Pros	1200 Quail St # 230, Newport Beach, CA 92660	94933xxxx0	tre@r************.net	5	1
21 West Wealth Management LLC	2522 Chambers Rd #100, Tustin, CA 92780	94977xxxx1	inf@2******.com
Wealth Compile	4100 Newport Pl Ste 760 Newport Beach, CA 92660	94930xxxx3	ana*@g**.com
Thuan Bui	Santa Ana, CA 92704	71442xxxx2				5	1
Susan Hart - State Farm Insurance Agent	1940 N Tustin St Ste 101 Orange, CA 92865	71463xxxx2	joh@s*******.net	5	123	4.2	11	100	5	101
Riverside Wealth Solutions	3403 10th St, Riverside, CA 92501	95178xxxx6	aar**********@r*********.com					17519		18000
Confluence Wealth Management Group - Ameriprise Financial Services	12842 Valley View St Ste 104, Garden Grove, CA 92845	71424xxxx0	cam********@a*.com					16	15	20
Pacific Wealth Partners	3333 W Coast Hwy, Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Chapla-Breault Wealth Management Inc.	Irvine, CA 92618	94953xxxx0
Institutional Wealth Conslnt	1851 E 1st St, Santa Ana, CA 92705	71451xxxx8
South Coast Wealth Management	4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660	94979xxxx7
Josh Yocam	Santa Ana, CA 92705
Management Wealth	609 Deep Valley Dr Ste 400, Rolling Hills Estates, CA 90274	31054xxxx0
Merrill Lynch Wealth Management	500 Elm Ave, Long Beach, CA 90802	56249xxxx0
Main International Group	700 E 1st St Unit 130, Santa Ana, CA 92701	71495xxxx8	2d7***********************************@w***************.com	5	1
Meier Law Firm	450 Newport Center Dr Ste 500 Newport Beach, CA 92660	94969xxxx5	ami@m******.com			5	122
Wealth Management Strategies	17 Spectrum Pointe Dr, Lake Forest, CA 92630	94983xxxx3
CENTURY 21 MASTERS- MIGUEL RICO JR. REALTOR	2355 Main St Ste 110 IRVINE, CA 92614	71472xxxx4	dmc@m**********.com			5	2
Kenneth Franklin - Private Wealth Advisor, Ameriprise Financial Services - Closed	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
Liberty Capital Management	1811 E Garry Ave Santa Ana, CA 92705	94972xxxx8	agr**@l**************.com			5	1
Nazih Yehya Wealth Advisor-Eagle Strategies	2400 E Katella Ave, Anaheim, CA 92806	71425xxxx5	abc*****@n********.com
Athos Capital Advisors	Newport Beach, CA 92660	31097xxxx5	cli********@a*****************.com							13
Prosperity Wealth Management Group	18605 Gale Ave Ste 222, City Of Industry, CA 91748	62678xxxx0
Morgan Stanley Wealth Management	3750 University Ave, Riverside, CA 92501	95168xxxx1	acm*********@m**********.com
Wealth Management Services	15771 Grey Oaks St Westminster, CA 92683	71479xxxx9	inf@w***.com
Tetley Wealth Group Inc	3403 10th St, Riverside, CA 92501	95122xxxx3	aar**********@r*********.com
M&M Wealth Associates	2900 S. Harbor Blvd Ste 225, Santa Ana, CA, United States, California	71449xxxx5	fir@m***************.com
California Private Wealth Management	23 Corporate Plaza Dr Ste 150, Newport Beach, CA 92660	94921xxxx9
Mental Wealth, Counseling & Consulting	15642 Sand Canyon Ave, Irvine, CA 92619	94993xxxx9
Pinnacle Group Financial Services	2224 E Santa Clara Ave, Santa Ana, CA 92705	71426xxxx1	bur****@p*******************.com							110
Zaragoza Elite Wealth Management - Ameriprise Financial Services	7355 Greenleaf Ave Ste 204, Whittier, CA 90602	56255xxxx3	ana*********@a*.com
Wealth Strategies Group	950 S Coast Dr Ste 115, Costa Mesa, CA 92626	71438xxxx0	inf@w*******************.com							18
Merrill Lynch Wealth Management	24422 Avenida De La Carlota Ste 400, Laguna Hills, CA 92653	94985xxxx0	ban*******************@m.com
Wealth Management Associate - U.S. Bancorp Investments: Jonathan Narloch	500 S Main St, Orange, CA 92868	56221xxxx8	ale**********@u***.com					345417	5420	348000
Dwight Wealth Management	3780 Kilroy Airport Way, Long Beach, CA 90806	56225xxxx5
Wilson Financial Services	12419 Lewis St Ste 101 Garden Grove, CA 92840	71470xxxx0	chr****@w*************.com			3.6	11
Green Wealth Investment Group Inc	775 Montecito Dr, Los Angeles, CA 90031	32334xxxx3
Daniel Henry - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8
PS & A Wealth Management Inc	2 E Valley Blvd, Alhambra, CA 91801	51269xxxx0
The Garcia Wealth Management Group - UBS Financial Services Inc.	515 S Flower St Ste 5000, Los Angeles, CA 90071	21397xxxx1	abc*@u.com
Retirement Distribution & Wealth Management Strategies Inc.	509 S Brea Blvd Unit 13, Brea, CA 92821	71487xxxx0	jpe***@p*************.com
Merrill Lynch Wealth Management	901 Via Piemonte, Ontario, CA 91764	90947xxxx0	ban*******************@m.com
Karam Wealth Advisors	7755 Center Ave, Huntington Beach, CA 92647	94939xxxx0
Kristi Wry & the Wry Team	1551 N Tustin Ave Santa Ana, CA 92705	71449xxxx8	alc@o******.com
Golden State Wealth Management	201 Sandpointe Ave, Santa Ana, CA 92707	94942xxxx0	and*@g**********.com
Fabian Wealth Strategies	260 Baker St Ste 200, Costa Mesa, CA 92626	71424xxxx0
Merrill Lynch Wealth Management	3 Cameo Crst, Laguna Niguel, CA 92677	94985xxxx4
Conscience Wealth Services	21515 Hawthorne Blvd Ste 200, Torrance, CA 90503	31081xxxx9
John Frederich - Private Wealth Advisor, Ameriprise Financial Services	462 S Marengo Ave, Pasadena, CA 91101	62644xxxx0	amb*******@a*.com
Asset Protection & Elder Law Center	17702 Mitchell N Ste 101 Irvine, CA 92614	71496xxxx6	sha**@p******.com			4.8	91
PRV Wealth Management	714 W Olympic Blvd Ste 450, Los Angeles, CA 90015	21374xxxx6	jsm*@p****************.com
Cindy Havenhill Wealth & Risk Managment	14241 Firestone Blvd Ste 400, La Mirada, CA 90638	71480xxxx3	cin@c***********.com
Darren McLellan - Neo Home Loans	Irvine, CA 92612	94966xxxx0	dar**********@n*********.com			5	25
Cengiz Volkan - RBC Wealth Management Financial Advisor	608 Silver Spur Rd Ste 100, Rolling Hills Estates, CA 90274	31068xxxx9								56
Vande Bossche Financial Planning and Wealth Management	180 N Riverview Dr Ste 160, Anaheim, CA 92808	94986xxxx5
Brian Richmond - RBC Wealth Management Financial Advisor	3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740	56279xxxx7
Centricity Financial	5000 Birch St Ste 3000 Newport Beach, CA 92660	94944xxxx5	inf@c*****************.com
MKT Wealth Management	9870 Research Dr, Irvine, CA 92618	94920xxxx1	inf@m***.com					1127	3	1100
Wealth Financial Group West	650 Town Center Dr #920, Costa Mesa, CA 92626	71461xxxx4	bro@w*******.com					110		119
Citi Personal Wealth Management	3580 Tyler St, Riverside, CA 92503	95168xxxx0	aar********@c******.com	3.1	24			214701
Parsonex Securities	333 City Blvd W Ste 1700 Orange, CA 92868	42475xxxx9	a@p*******.com			5	1
Morgan Stanley Wealth Management	21515 Hawthorne Blvd Ste 700, Torrance, CA 90503	31054xxxx0
Avalon Wealth Partners	30950 Rancho Viejo Rd Ste 120, San Juan Capistrano, CA 92675	94978xxxx0
Provence Wealth Management Inc	18101 Von Karman Ave, Irvine, CA 92612	94922xxxx0
Essayli & Brown	2211 Michelson Dr Ste 900 Irvine, CA 92612	94950xxxx0	abr*@e*********.com	4.9	30	5	4			348
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94924xxxx5	con**@p********.com
Modern Money	2900 S Harbor Blvd Santa Ana, CA 92704	56227xxxx3	jor****@f*********.com			5	3
Oglevee & Devine Wealth Partners	23 Corporate Plaza Dr Ste 246, Newport Beach, CA 92660	94973xxxx3	abu*@r***.com
AAA Irvine Insurance and Member Services	13331 Jamboree Rd Tustin, CA 92782	71497xxxx1	aaa**********@n*****.aaa			3.3	205
Wealth Management Services Inc	12676 Hoover St, Garden Grove, CA 92841	71479xxxx9	inf@w***.com
Arrowhead Wealth Advisors	70 S Lake Ave Ste 700, Pasadena, CA 91101	62652xxxx2	ahu*@a********************.com
Morgan Stanley Wealth Management	650 Town Center Dr Ste 100, Costa Mesa, CA 92626	71495xxxx0
Merit Wealth Management - Ameriprise Financial Services	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx8	chr*************@a*.com					231		234
Frehner Wealth Management-LPL Financial	300 Spectrum Center Dr, Irvine, CA 92618	94963xxxx1	adm@f**********.com
Kinsman Wealth	17 Corporate Plaza Dr Ste 210, Newport Beach, CA 92660	94939xxxx6	inf@k***********.com
LA Wealth Management	3200 Park Center Dr fl 14, Costa Mesa, CA 92626	31098xxxx2	car***@l***************.com	5	4
Globalink Wealth MGMT	3452 E Foothill Blvd, Pasadena, CA 91107	62696xxxx6	ala***@g*********.com
SCE FCU Wealth Management	12701 Schabarum Ave, Irwindale, CA 91706	80086xxxx4
Wealth Management Strategies	2050 Main St, Irvine, CA 92614	94983xxxx0	dav@w******.com
Merrill Lynch Wealth Management	145 S State College Blvd Ste 300/350, Brea, CA 92821	71425xxxx0	ban*******************@m.com	4.5	2
Rufus Ruiz Enterprises	1998 S Sundance Cir, Corona, CA 92879	95146xxxx1
Jerris Wealth Management Group, Inc.	5 Corporate Park, Irvine, CA 92606	94986xxxx7
Cs Tomasi Wealth Management	6 Liberty, Aliso Viejo, CA 92656	94932xxxx8
Financial Wealth Coach Inc.	3401 Centre Lake Dr Ste 450, Ontario, CA 91761	80090xxxx5
Favor Wealth	155 S El Molino Ave Ste 104, Pasadena, CA 91101	62652xxxx5	inf@f*********.com
Preston Law Group	5000 Birch St Tower Ste 3000 Newport Beach, CA 92660	95126xxxx5	con**@p************.com			5	2	7		9
Wealth Enhancement Group	2650 Mission St Ste 205, San Marino, CA 91108	62628xxxx9	aba**@w**************.com
Rj Wealth Advisors Inc	5 Corporate Park, Irvine, CA 92606	94986xxxx7
Health Is Wealth MH Solutions	1411 Rimpau Ave, Corona, CA 92879	95194xxxx1
Mark 1 Mortgage & Wealth Academy	1342 E Chapman Ave, Orange, CA 92866	86684xxxx5	ala*****@m.com	3.7	3
Financial Strategies For Today & Tomorrow- Wealth Management Group	17822 17th St Ste 211, Tustin, CA 92780	71436xxxx4
Resin Hammitt Private Wealth Group	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	31064xxxx6
SageView Advisory Group	4000 MacArthur Blvd Ste 1050 Newport Beach, CA 92660	80081xxxx2
Morgan Stanley Wealth Management	160 W Foothill Blvd, Upland, CA 91786	90998xxxx2	aar*********@m*********************.com
MEA Wealth Advisors	438 Amapola Ave Ste 210, Torrance, CA 90501	31032xxxx2	chr@m**.com
Miramontes Capital	4701 Teller Ave Newport Beach, CA 92660	80046xxxx5	ang********@m**************.com	5	25	4.5	22	1920	6	1900
Sandeep Madhavan - Private Wealth Advisor, Ameriprise Financial Services, LLC	14771 Plaza Dr Ste M, Tustin, CA 92780	94925xxxx5	dns***@a*.com	5	1
A Women's Wealth of Wellness: Wanda Wilburn, MD	10722 Arrow Rte, Rancho Cucamonga, CA 91730	76094xxxx6
Pier Avenue Wealth Management	2321 Rosecrans Ave, El Segundo, CA 90245	31053xxxx8
New Wealth Advisors Club	2900 Adams St, Riverside, CA 92504	95172xxxx9	a@n********************.com
Wealth Planning Group	16440 Bake Pkwy Ste 100, Irvine, CA 92618	94925xxxx5
RLM Wealth Group - Raymond James	3403 10th St, Riverside, CA 92501	95178xxxx0	ter*******@r******.com
Mental Wealth Ambition-A Marriage Family & Chi	5942 Edinger Ave, Huntington Beach, CA 92649	71494xxxx2
Wealth Management Solutions	4000 Macarthur Blvd, Newport Beach, CA 92660	94947xxxx0	inf@w*****.com					58	4	62
NIKESH PARIKH, Financial Advisor - DYNAMIC WEALTH & INSURANCE SOLUTIONS, INC.	18528 Pioneer Blvd Ste 201, Artesia, CA 90701	56240xxxx0	npa***@f.newyorklife
Bharmal and Associates	2082 Business Center Dr Ste 190 Irvine, CA 92612	71489xxxx6	ale****@b********.com			4.8	152	504	6	488
Lagos Wealth Advisors	1320 Valley Vista Dr, Diamond Bar, CA 91765	71494xxxx8	com*****@l**********.com
CS Tomasi Wealth Management	949 S Coast Dr, Costa Mesa, CA 92626	71485xxxx2
International Wealth Management	1 City Blvd W Ste 1450, Orange, CA 92868	71494xxxx8	cla*@i*.biz
Melissa Levin Insurance Services	17731 Irvine Blvd Ste 203 Tustin, CA 92780	71483xxxx5	mel**@m******************.com
Alpha Innovation Partners	Escondido, CA 92025	92587xxxx6				5	5
T R Wealth Management Inc	5431 Torrance Blvd, Torrance, CA 90503	31031xxxx9
Nevarez Wealth Management	116 S Catalina Ave, Redondo Beach, CA 90277	31092xxxx2
Preferred Wealth Management - Ameriprise Financial Services	242 S De Lacey Ave, Pasadena, CA 91105	62679xxxx7	aal********@a*.com					129		128
Merrill Lynch Wealth Management Advisor Jay Tamkoc	100 Spectrum Center Dr, Irvine, CA 92618	94985xxxx5	ale********@m.com	4	4
SWAN Wealth Management Group	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx4	dav***********@r.com							54
Liang & Quinley Wealth Management	7700 Irvine Center Dr, Irvine, CA 92618	94974xxxx8	chr********@l.com
Integravest Wealth Management	33332 Valle Rd, San Juan Capistrano, CA 92675	94935xxxx3
Hall Wealth Management Group	9481 Irvine Center Dr, Irvine, CA 92618	94922xxxx1	a.h*@h*****.com	5	1
Merrill Lynch Wealth Management	3650 14th St, Riverside, CA 92501	95127xxxx2
OC Wealth Coach	17742 Irvine Blvd #200, Tustin, CA 92780	71483xxxx3	tre@o**********.com
Atlas Wealth Management Group	2372 Morse Ave Irvine, CA 92614	88847xxxx5
Infinite Eternal Wealth Inc	4338 W 167th St, Lawndale, CA 90260	31040xxxx3
Gale & Vallance Attorneys at Law	1820 W Orangewood Ave Ste 104B Orange, CA 92868	71463xxxx4	amy@g**************.com			5	40
Morgan Stanley Wealth Management	10590 Baseline Rd, Rancho Cucamonga, CA 91701	90994xxxx1	aar*********@m*********************.com
Bni Master Wealth Builders	601 W Mckinley Ave, Pomona, CA 91768	81851xxxx3
Wealth Planning Group	9841 Irvine Center Dr, Irvine, CA 92618	94925xxxx5	doe***@w*********.com
Brea Wealth Management - UBS Financial Services Inc.	135 S State College Blvd Ste 650, Brea, CA 92821	71425xxxx1	abc*****@u.com
Leivas Tax Wealth Management	6370 Brockton Ave Ste B, Riverside, CA 92506	95130xxxx0	dan@l*********.com
Xoa Tax	10015 Garden Grove Blvd, Garden Grove, CA 92844	71491xxxx8	con**@x***.com	5	18	4.7	56			53
Eagle Tax Res - California	100 W Main St Ste 7 Tustin, CA 92780	94941xxxx5	eag**********@d***************.com			4.7	88	756	64	829
Phil Hammitt - RBC Wealth Management Financial Advisor	2361 Rosecrans Ave Ste 460, El Segundo, CA 90245	97256xxxx4	joh******@c.rbcwealthmanagement
Newport Wealth Advisors	4695 MacArthur Ct Fl 11 Newport Beach, CA 92660	87769xxxx7	a@n********************.com			3.7	6
Focus Wealth Management - Ameriprise Financial Services - Closed	6B Liberty Ste 225, Aliso Viejo, CA 92656	94966xxxx8	dns***@a*.com
BNG Wealth Advisors	16755 Von Karman Ave Suite 200C, Irvine, CA 92606	94939xxxx1	bal*****@l.com	5	4			213		214
Choice Plus Insurance Services	1072 Bristol St Ste 205 Costa Mesa, CA 92626	71469xxxx7	cha@c**********.com			4.8	32	619	48
Chocolate-Xocai 4 Wealth	17775 Main St Ste D Irvine, CA 92614	94972xxxx7
Scalco Financial - Tax and Wealth Management	13001 Seal Beach Blvd Ste 205, Seal Beach, CA 90740	56243xxxx0
Morgan Stanley Wealth Management	456 W Foothill Blvd, Claremont, CA 91711	90962xxxx1	aar*********@m*********************.com
Buscemi Wealth Management	29122 Rancho Viejo Rd, San Juan Capistrano, CA 92675	94921xxxx9	cab@b**********************.com
Merrill Lynch Wealth Management	333 S Hope St, Los Angeles, CA 90071	21362xxxx0	ale********@m.com
Ambassador Wealth Management, LLC	5101 E La Palma Ave Ste 100b, Anaheim, CA 92807	71467xxxx1	bem***@a*************.com					240		236
Nicholas Yrizarry Wealth Mgmnt Group	361 Forest Ave Ste 202, Laguna Beach, CA 92651	94971xxxx5
Corellia Finance & Tax	511 E 1st St Ste H Tustin, CA 92780	94922xxxx1	inf@c*********.com			4.9	36
ERB Wealth	336 S Euclid Ave, Pasadena, CA 91101	80053xxxx2	inf@e*******.com
Rai Wealth Management	1100 E Wilshire Ave, Fullerton, CA 92831	71444xxxx6
Morgan Stanley Wealth Management	3281 E Guasti Rd, Ontario, CA 91761	90960xxxx0	aar*********@m*********************.com
ESY Tax Group	440 W First St Ste 206 Tustin, CA 92780	71490xxxx7	c18***************************@s***.wixpress			5	87
Tustin Centre Wealth Advisors	1551 N Tustin Ave #100, Santa Ana, CA 92705	88833xxxx7
Financial Advisors Network	1432 Edinger Ave #200, Tustin, CA 92780	71459xxxx0	inf@f****.com	4.5	6			178	6	212
John Fierro - RBC Wealth Management Financial Advisor	610 Newport Center Dr Ste 900, Newport Beach, CA 92660	94972xxxx8	joh******@r.com
Klein Financial Advisors	4299 MacArthur Blvd Ste 100 Newport Beach, CA 92660	94947xxxx0	cla****@k**********.com
Integrity Wealth Management & Insurance Services	6101 Ball Rd Ste 205, Cypress, CA 90630	71494xxxx5	mil@i**.com
Pacific Wealth Partners	881 Dover Dr Ste 310, Newport Beach, CA 92663	94963xxxx2	dav********@p******************.com
Wealth Tutor	2552 Walnut Ave Ste 145 Tustin, CA 92780	94922xxxx0
Derive Wealth	225 S Lake Ave, Pasadena, CA 91101	62680xxxx4	con**@d*****************.com
Rpa Wealth Management	419 Yale Ave, Claremont, CA 91711	90929xxxx7	eve***@e*****.com
Doug Bailey-RBC Wealth Management Branch Director	6700 E Pacific Coast Hwy, Long Beach, CA 90803	56279xxxx4	dou******@r.com					66		66
The Stephens Rothenberg Wealth Management Group	555 S Flower St 22nd Fl, Los Angeles, CA 90071	21326xxxx9	rbc*******@r.com
US Trust Bank Of America Private Wealth Management	3650 14th St, Riverside, CA 92501	95127xxxx2	aam*******@b**********.com	3	4			952478		29
The Office of Terrie Bui - Financial Planning, Tax and Insurance	500 N State College Blvd Ste 1100 Orange, CA 92868	71483xxxx2				5	31
Nikesh Parikh, Financial Advisor - Dynamic Wealth & Insurance Solutions, Inc.	2020 Main St 10th Fl, Irvine, CA 92614	56240xxxx0	npa***@f.newyorklife
AMTA Associates, CPA	400 N Tustin Ave Ste 285 Santa Ana, CA 92705	71428xxxx9	inf@a*****.com			2.3	3
Pence Wealth Management	5000 Birch St Ste 8000 Newport Beach, CA 92660	80073xxxx3	aay**********@p********.com			2	1	1233	37	1300
Shifting The Culture Wealth Partners	2202 S Figueroa St Ste 453, Los Angeles, CA 90007	42488xxxx5	inf@s*******.com
Redwitz	3 Park Plz Ste 1700 Irvine, CA 92614	94975xxxx4	ale***@r****.com			1	1	108	2
JBG Wealth Management	2300 E Katella Ave Anaheim, CA 92806	71491xxxx9	jac********@j**.com
Citi Personal Wealth Management	2250 N Bellflower Blvd, Long Beach, CA 90815	56243xxxx8	abc*****@c*.com					151265	2091	11
Keep It Simple Financial Planning	333 City Dr Ste 1700 Orange, CA 92868	87741xxxx2	con**@k******************.com			5	9	2528	5	3800
Martin Wealth Management	5020 Campus Dr Newport Beach, CA 92660	94985xxxx1
Arise Private Wealth	550 Silver Spur Rd Ste 350, Rolling Hills Estates, CA 90275	31027xxxx3	rea**@a****.com	5	5			240	4	249
Mancuso Wealth Management	21515 Hawthorne Blvd Ste 200, Torrance, CA 90503	70747xxxx6
Wealth Management & Business	2 Venture, Irvine, CA 92618	94982xxxx2	hel@w*.financial					241	8	239
Touchstone Wealth Management	3838 W Carson St, Torrance, CA 90503	31054xxxx3	daw@t**********.com
Sun Group Wealth Partners	17500 Red Hill Ave STE 140, Irvine, CA 92614	94962xxxx0	ang*@s*******.com	5	6					1800
Buckingham Strategic Wealth	3 Park Plz Ste 420 Irvine, CA 92614	87769xxxx2	ada*@b**************.com					553	6	650
Tortuga Wealth Management	1957 W Carson St, Torrance, CA 90501	31032xxxx0	ang*@t**********.com					187	9	183
Benchmark Wealth Management Inc	27401 Los Altos, Mission Viejo, CA 92691	94958xxxx5	ben****@l.com
WestPac Wealth Partners	949 S Coast Dr, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com					54314	37	104000
WZWLH Wealth Advisors	4 Park Plz Ste 200 Irvine, CA 92614	86698xxxx6
WestPac® Wealth Partners (Orange County)	949 S Coast Dr Suite 220, Costa Mesa, CA 92626	94927xxxx0	aar*********@w**********.com					54310	37	104000
Providence Wealth Planning	391 N Main St Ste 107, Corona, CA 92878	95146xxxx0
Wealth Trackers Inc - CLOSED	5270 W 64th St, Inglewood, CA 90302
John R Soward - Private Wealth Advisor, Ameriprise Financial Services	3400 Central Ave Ste 200, Riverside, CA 92506	95127xxxx4	ama**********@a*.com					26		26
Newport Premier Wealth Management	5000 Birch St Ste 4600, Newport Beach, CA 92660	94968xxxx5	inf@n********.com
Newport Center Wealth Management - UBS Financial Services Inc.	888 San Clemente Dr Ste 300, Newport Beach, CA 92660	94971xxxx7	abc*@u.com
Cooper McManus Wealth Management	9870 Research Dr, Irvine, CA 92618	61255xxxx5	aco**@c**********.com	5	2
Jarus Wealth Advisors	7545 Irvine Center Dr Ste 214, Irvine, CA 92618	94955xxxx9
New Wealth Advisors Club	3333 Michelson Dr Ste 300 Irvine, CA 92612	95144xxxx2	ale****@n******************.com			4.5	67
EQ Private Wealth Advisors	501 Deep Valley Dr Ste 202, Rolling Hills Estates, CA 90274	42439xxxx0	bla*******@e**.com
Cole & Company Wealth Management, Inc	1420 E Chapman Ave, Orange, Ca 92866	71470xxxx5	dar@d******.com	5	1
Rapp Wealth Management	4400 Macarthur Blvd, Newport Beach, CA 92660	94995xxxx7