Business List: Wealth in Fremont, CA, United States

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com							14536		16000
PF Wealth Management Group	1970 Broadway Ste 525, Oakland, CA 94612	51098xxxx8	inf@p***********.com
David Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Dubon Consulting	San Mateo, CA 94403	65074xxxx9	inf@d*************.com			5	6
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Mcdonald Wealth Management	1733 Woodside Rd, Redwood City, CA 94061	65055xxxx5
Wealth Design	1999 S Bascom Ave, Campbell, CA 95008	40855xxxx0
Prosperitas Wealth Management	1026 Oak St, Clayton, CA 94517	92567xxxx0	inf@p***********.com
Bay Area Wealth Management Group	2410 Camino Ramon, San Ramon, CA 94583	92580xxxx4
TIAA Financial Services	535 Cowper St Ste 200 Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org							90938	529	91000
Spiegelman Wealth Management	985 Moraga Rd Ste 203, Lafayette, CA 94549	92538xxxx0	ada@s**************.com
Sentinel Wealth Consulting Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	aar********@u.com
Basic West Insurance	1641 Taraval St, San Francisco, CA 94116	41566xxxx0	inf@b*******.com	5	3
Merrill Lynch Wealth Management	600 California St Fl 7, San Francisco, CA 94108	41595xxxx0
Cornerstone Wealth Management, Inc.	2400 Camino Ramon Ste 175, San Ramon, CA 94583	92582xxxx0	cor*************@c***********.com
Key Focus Wealth	2603 Camino Ramon, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Erica Lubbers - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.com
Wealth By Design	14500 Big Basin Way, Saratoga, CA 95070	40874xxxx1	bar**@w*****************.com
Arete Wealth Management	109 Olympia Way, San Francisco, CA 94131	41525xxxx6	adr***********@a********.com
U.S. Bank	5877 Jarvis Ave, Newark, CA 94560	51079xxxx1	aar**********@u***.com
Brickley Wealth Management	1900 Ofarrell St, San Mateo, CA 94403	65063xxxx1	aar@b***********.com
Redetigh Wealth Management	641 Turnbuckle Dr Unit 1708, Redwood City, CA 94063	65039xxxx6
Morgan Stanley Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51053xxxx3
Ashby Wealth Management,	2947A Pine Ave, Berkeley, CA 94705	31225xxxx9	joh@a*********.com
Cedar Wealth Management	201 Spear St, San Francisco, CA 94105	41523xxxx7	inf@c*************.com
Sierra Pacific Financial Advisors	7077 Koll Center Pkwy Ste 120 Pleasanton, CA 94566	92522xxxx8	ama@s********.com	4.8	4	4.8	5			82
Merrill Lynch Wealth Management	555 California St, San Francisco, CA 94104	41567xxxx3	ban*******************@m.com
Chase Bank	2510 W El Camino Real Ste 1 Mountain View, CA 94040	65055xxxx0	acc********@c**.com	3.3	43	2.8	29			917652	6999	37
Adero Partners	5000 Hopyard Rd Ste 460 Pleasanton, CA 94588	65025xxxx0	mad**********@d***********************.com
Wealth Management Associate - U.S. Bancorp Investments: Kelly Caravantes	39390 Fremont Blvd, Fremont, CA 94538	51049xxxx1	aar**********@u***.com							345239	5467	348000
Silicon Valley Wealth Advisors	3190 S Bascom Ave Ste 210, San Jose, CA 95124	40868xxxx8	chr@s********.com							5416	47	5500
EP Wealth Advisors	1900 S Norfolk St Ste 350, San Mateo, CA 94403	88876xxxx3	ab@e*******.com
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	49
Pleasanton Wealth	218 Ray St Pleasanton, CA 94566	92542xxxx8	adv**@p*************.com	5	2							228
Quality Wealth Management	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92582xxxx3
Citi ATM	35106 Newark Blvd, Newark, CA 94560	80062xxxx9	abb********@c*.com
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
World Financial Group	Fremont, CA 94536	92592xxxx0	dns****@a*****.com			3	2
Alison Wealth Management	530 Lytton Ave Fl 2 Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							240		266
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
J P Morgan Private Bank	310 University Ave Fl 3 Palo Alto, CA 94301	41531xxxx2	aar*********@j*****.com
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Blossom Wealth Management	2051 Danville Blvd, Alamo, CA 94507	92594xxxx9
Alex Yang Tax and Accounting	6200 Stoneridge Mall Rd Ste 300 Pleasanton, CA 94588	41594xxxx0	ebe@e******.com			5	5
Khoshnevissan & Doğan Wealth Strategies	1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596	41583xxxx4	ale*****@r***.com
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41562xxxx3	dns***@a*.com
Benin Legacy Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51088xxxx6
Private Wealth Financial Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92565xxxx4	inf@p*********.com
SCORE	455 Market St Ste 600 San Francisco, CA 94105	41576xxxx4	con****@s**.org			4.1	33			68851	337	76000
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com							14536		16000
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	wms********@r.com							14763		16000
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2.3	3			239	38	251
Mercer Advisors Wealth Management	90 New Montgomery St Ste 1250, San Francisco, CA 94105	87749xxxx3	aar******@m***********.com							2847	28	2900
Dustin Brown - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0
Thrive Wealth Management - Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	dns***@a*.com
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
Wealth & Tax Planners	3021 Citrus Cir, Walnut Creek, CA 94598	92593xxxx0
Charles Schwab	3161 Stevenson Blvd Fremont, CA 94538	51044xxxx0	ada********@s***.com	4.1	7	3.3	12
Baywood Private Wealth Management / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65047xxxx7	flo@b********.com
Jason Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Radiant Wealth Planning	530 Lytton Ave Fl 2, Ste 2080 Palo Alto, CA 94301	94922xxxx3	ran@r******************.com
Carr Wealth Management, LLC	3757 Yosemite Ct S, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com									60
Life&Wealth Advisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	joh@l******.com
Presidio Group Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
Minkoff Wealth Partners-Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Marshall Wealth Management Group	345 California St, San Francisco, CA 94104	41521xxxx5	bob*******@r.com
Clidro Private Wealth Management	50 University Ave, Los Gatos, CA 95030	40834xxxx0
Morgan Stanley Wealth Management	333 W San Carlos St Ste 1100, San Jose, CA 95110	40828xxxx0	aar*********@m*********************.com
Maria D Boisvert - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx1	mar*********@r.com
Kathy Bernardez - State Farm Insurance Agent	837 Arnold Dr Ste 330 Second Floor Martinez, CA 94553	92552xxxx0		5	103	4.5	23
Grant Wealth Management No Selection	1601 N Main St, Walnut Creek, CA 94596	92589xxxx1
Women For Wellness & Wealth	1177 Branham Ln, San Jose, CA 95118	40888xxxx4
Roberts Wealth Advisors	776 Berkeley Ave, Menlo Park, CA 94025	65032xxxx6
Genworth Wealth	2300 Contra Costa Blvd, Pleasant Hill, CA 94523	92568xxxx8
Stelvio Wealth Partners	1981 N Broadway, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
Artesian Wealth Solutions	5446 Thornwood Dr Ste 101, San Jose, CA 95123	40862xxxx4	ann******@l.com
Transworld Business Advisors of Fremont	39270 Paseo Padre Pkwy #521, Fremont, CA 94538	51070xxxx3	aal@t****.com	5	16
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com
Accretive Wealth Management	12657 Alcosta Blvd Ste 150, San Ramon, CA 94583	92536xxxx7	cri**************@a************.com
Humanity Wealth Advisors	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	51093xxxx8	hsh***@h***********.com
Fisher & Wiens Wealth Management	100 Railroad Ave, Danville, CA 94526	92596xxxx0	bea@f************.com
BFL Wealth Partners-Ameriprise Financial Services	3825 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
The Agency Real Estate & Finance	696 San Ramon Valley Blvd Ste 226 Danville, CA 94526	51029xxxx3	inf@t**********.com		27	5	39			525		551
Stoneridge West Wealth Management Group-Morgan Stanley	4309 Hacienda Dr, Pleasanton, CA 94588	92573xxxx2	acc********@m**********.com
Merrill Lynch Wealth Management	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	ale********@m.com
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	adv***@d*************.com			5	33
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	fri*********@r.com							12807
Wealthy Plans/旺盛規劃	3340 Walnut Ave, Fremont, CA 94538	15103xxxxx9	for*****@y**.com
My Retirement Exit	9245 Laguna Springs Dr Ste 200 Elk Grove, CA 95758	88858xxxx7				5	1
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com							76		92
Walnut Creek Private Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	80043xxxx2	abc*****@u.com
Grubman Wealth Management	3 Muir Way, Berkeley, CA 94708	51088xxxx0	aud*@p*************.com
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Durrani Wang Wealth Partners	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
Andreja Dugacki - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org
Liberty Financial Network	39159 Paseo Padre Pkwy, Fremont, CA 94538	51079xxxx1	inf@n*******.com
BlueSky Wealth Advisors	1811 Santa Rita Rd Ste 211 Pleasanton, CA 94566	92584xxxx8	ali**@b******.com			5	1			90	2	112
EP Wealth Advisors	250 Lafayette Cir Ste 203, Lafayette, CA 94549	92528xxxx1	ab@e*******.com
Rose Bridge Wealth Management Group-Morgan Stanley	1999 Harrison St, Oakland, CA 94612	51089xxxx0	acm*********@m**********.com
Covered	Fremont, CA 94539	41553xxxx9				5	1
FB Financial Services	3909-B Decoto Rd, Fremont, CA 94555	51094xxxx3		4	1
SF Money Coach	Palo Alto, CA 94301	41557xxxx8	car*@s*********.com			5	22
DFD Accounting & Consulting Services	Redwood City, CA 94062	65040xxxx4	fil*@g****.com
Wilkinson Wealth Management	300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612	51062xxxx0	ste@s***********.com							106	3	156
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Fremont Bank	40031 Mission Blvd Fremont, CA 94539	51044xxxx0	aar*******@f********.com			3.4	36
Investment Wealth Solutions	4900 Hopyard Rd Ste 100 Pleasanton, CA 94588	92592xxxx0	jam***@i**********************.com
Palo Alto Wealth Advisors	715 Colorado Ave, Palo Alto, CA 94303	65065xxxx0	dia@p***********.com	5	3
Elite Wealth Advisors	1120 2nd St Ste 104, Brentwood, CA 94513	92562xxxx3	cjo*****@e****.com
Cavu Wealth Advisors	1220 Oakland Blvd, Walnut Creek, CA 94596	92537xxxx7
McDonald Wealth Mgmt	1500 E Hamilton Ave, Campbell, CA 95008	40842xxxx8	ale***@r****.com					5	5	111	2	112
Three Bridge Wealth Adviso Renew	3270 Alpine Rd, Portola Valley, CA 94028	41566xxxx1	inf@t***********.com
Merrill Edge Financial Solutions Advisor	43591 Mission Blvd, Fremont, CA 94539	51089xxxx9	cal*********@m.com
Collins Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	joh******@c.rbcwealthmanagement							14536		16000
Seacrest Wealth Management	899 Santa Cruz Ave, Menlo Park, CA 94025	65032xxxx0
Babylon Wealth Management	100 Steiner St, San Francisco, CA 94117	41585xxxx1	sto*@b**********.com							174		174
LibertyX Bitcoin ATM	31836 Alvarado Blvd, Union City, CA 94587	80051xxxx0	ada@l*****.com
Pacific Wealth Planning	111 Deerwood Rd, San Ramon, CA 94583	92566xxxx4	d_j@p************.com
Insight Wealth Strategies	7275 National Drive, Suite C, Livermore, CA 94550	80031xxxx8	agr*@i***********.com
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5
Peace of Mind Finance	42650 Christy St, Fremont, CA 94538	51023xxxx8	com*****@s************.com	5	1
Law Offices of John C Martin, P.C.	636 Middlefield Rd, Palo Alto, CA 94301	65032xxxx0	adm@j***********.com	5	2	4.9	14			102	6	101
Mission Wealth	1 Sansome St Ste 3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
Morgan Stanley Wealth Management	1999 Harrison St, Oakland, CA 94612	51083xxxx0	acm*********@m**********.com
Tree of Life Law Firm	530 Lawrence Expy Ste 921 Sunnyvale, CA 94085	40878xxxx9	che******@g**.com			4.8	33
Wealth Acupuncture	6323 Telegraph Avenue, Oakland, CA 94609	51029xxxx0	wea************@o****.com
James Carbonell - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	ben*****@s************.com
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com							13904		15000
Meyers Wealth Management	441 California Ave, Palo Alto, CA 94306	65052xxxx5
Cypress Private Wealth	3031 Tisch Way 110 Plaza West, San Jose, CA 95128	40846xxxx2	inf@c*******.com
Buckingham Strategic Wealth	16615 Lark Ave, Los Gatos, CA 95032	80070xxxx5	adm@b**************.com							562	7	659
RB Wealth Management Inc	464 S Sunnyvale Ave, Sunnyvale, CA 94086	40873xxxx0
Concentric Wealth Management	251 Lafayette Cir Ste 200, Lafayette, CA 94549	92596xxxx0	ama*@c**************.com
Strategism Inc	39355 California St, Fremont, CA 94538	40833xxxx0	a@s************.com	4	149					278		356
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Merrill Lynch Wealth Management	555 California St 9th Fl, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
David Mogannam - Financial Advisor	39533 Paseo Padre Pkwy, Fremont, CA 94538	51029xxxx8	aab**@b**********.com							40844	177	41000
Deutsche Bank Wealth Management	101 California St, San Francisco, CA 94111	41561xxxx0	a.a@r****.com
Sequent Real Estate + Wealth Management	44 Montgomery St, San Francisco, CA 94104	41583xxxx1	cst*****@s*********.com
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com							14281		16000
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Wealth & Tax Planners	1777 Botelho Dr, Walnut Creek, CA 94596	92593xxxx0	kpe**@w*******.com
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Morgan Stanley Wealth Management	1995 University Ave Ste 500, Berkeley, CA 94704	51064xxxx0	int********@m**********.com
Law Office Of Harald Westendorf	43430 Mission Blvd Ste 210 Fremont, CA 94539	51079xxxx0	har*@h*****.com			5	1
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Stella Wealth Advisors	3635 Webster St, San Francisco, CA 94123	41537xxxx1	adr***@s*****************.com
U.S. Bank	1790 Decoto Rd, Union City, CA 94587	51047xxxx4	aar**********@u***.com	3.4	18
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com							13904		15000
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Osborne Partners Capital Management	545 Middlefield Rd Ste 165 Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2	11			646598	215	657000
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.6	54					2400
Premium Financial Consultants	5776 Stoneridge Mall Rd Ste 225 Pleasanton, CA 94588	92557xxxx9	acm*********@m**********.com	3	4
Wealth & Tax Planners-Financial Telesis Inc	1646 N California Blvd, Walnut Creek, CA 94596	92593xxxx0
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Raroque Wealth Management	1410 31st Ave, San Francisco, CA 94122	41556xxxx0
Morgan Stanley Wealth Management	411 Borel Ave, San Mateo, CA 94402	65035xxxx1	int********@m**********.com
Enhance Wealth Advisors	121 Spear St, San Francisco, CA 94105	92593xxxx9	inf@e*******.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Law Offices of EJ Hong, P.C.	2479 E Bayshore Rd Ste 175 Palo Alto, CA 94303	65022xxxx2	ej@e*****.com			4.9	32
BayBridge Capital Group	2205 Fourth St Livermore, CA 94551	88844xxxx4	bbu***@b********.com			5	4
BMO Harris Bank	35125 Newark Blvd, Newark, CA 94560	51079xxxx1	aab**@b**********.com	2.7	18					98544	1394	99000
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							254	4	266
Turnkey Financial Solutions	33170 Alvarado-Niles Rd #1659, Union City, CA 94587	80032xxxx9	re@t***************.solutions	5	76
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®\|AAMS™	39849 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx7	a.j*******@e********.com	5	1					87487		100000
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	car**********@a*.com
Peninsula Wealth - CLOSED	250 King St, San Francisco, CA 94107
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	der******@a*.com		188							71
Wealth Properties Inc.	1388 Sutter St, San Francisco, CA 94109	41534xxxx9	inf@b********.net
Solutions Wealth Management	1885 Winchester Blvd Ste 201, Campbell, CA 95008	40837xxxx3	aar******@l.com								232	21000
Rodriguez Lagorio, LLP	43430 Mission Blvd Ste 210 Fremont, CA 94539	92596xxxx9	mro*****@l*******.com			5	58
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
King Wealth Planning Inc	2105 S Bascom Ave Ste 210, Campbell, CA 95008	40883xxxx1	ale@k**********.com
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	amy***@a*.com
David Farkouh - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	arn********@a*.com		20					93		98
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com							402	10	392
Brainin Law Office	2855 Kifer Rd Ste 220 Santa Clara, CA 95051	65042xxxx3	csd@b*********.com			4.6	10
The Common Wealth Club	116 The Embarcadero, San Francisco, CA 94105	41534xxxx4
Maxwell Wealth Strategies	7041 Koll Center Pkwy, Pleasanton, CA 94566	92552xxxx8	aar**********@r*********.com
Blueprint Wealth Center	2603 Camino Ramon, San Ramon, CA 94583	92580xxxx5
Presidio Wealth Mgmt	832 Sansome St, San Francisco, CA 94111	41573xxxx2
Bank of the West	35125 Newark Blvd, Newark, CA 94560	51079xxxx1	aab**@b**********.com	2.7	18					98479	1254
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
James River Wealth Advisors	1160 Battery St, San Francisco, CA 94111	80432xxxx7	ccl***@j*****.com									23
True Wealth Advisory Group	1600 S Main St Ste 202, Walnut Creek, CA 94596	92593xxxx6	inf@t***************.com	5	1
Waverley Wealth Management	2570 El Camino Real, Los Altos, CA 94022	65055xxxx0	inq****@w***********.com
Wealth Acupuncture	2940 Summit St Ste 2c, Oakland, CA 94609	51029xxxx0	wea************@o****.com										5	1
Lighthouse Wealth Management	181 2nd Ave, San Mateo, CA 94401	65068xxxx0	res****@l*********.com
Financially Arise Wealth Strategies & Insurance Solutions	3703 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx9	arg**@f*************.com
Sanjiv Gupta, CPA	5820 Stoneridge Mall Rd Ste 222 Pleasanton, CA 94588	51082xxxx3	cpa****@s******.com	4.6	19	4.5	73			715	3
Concentrum Wealth Management	6840 Via Del Oro, San Jose, CA 95119	40857xxxx0
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
Evans Wealth Management Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com
Jennifer Buich - Private Wealth Advisor, Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com
Maxwell Wealth Strategies	5000 Hopyard Rd, Pleasanton, CA 94588	92539xxxx6
Arch Hoffman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com
EP Wealth Advisors	2150 Shattuck Ave Ste 700, Berkeley, CA 94704	51084xxxx2	ab@e*******.com							1148	33
East West Bank	35233 Newark Blvd Ste E Newark, CA 94560	51024xxxx3	a.j*******@e*********.com	1.6	5	4	9
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	mic**********@r.com
Jason Styczynski - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40888xxxx9	ale**********@a*.com									106
Meritage Wealth Advisory	1107 El Rio Ct, Livermore, CA 94551	92529xxxx6	inf@m*************.com									522
Hannah Wealth Management	675 Hegenberger Rd Ste 223, Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					150354	2139	11
Vita Benefits	1451 Grant Rd Ste 200 Mountain View, CA 94040	65096xxxx2	amy@v************.com			3.2	15
Law Offices of Cheri E. Michaelis	2570 N 1st St, Ste 200 San Jose, CA 95131	40822xxxx4	che@c**************.com	5	41	4.9	95			77	2	78
Zulien Morales - State Farm Insurance Agent	5765 Valley Ave Ste 150 Pleasanton, CA 94566	92557xxxx0	zul*@z**********.com			4.5	15
Lovell Wealth Management	1990 N. California Blvd. Suite 830, Walnut Creek, CA 94596	92593xxxx2	a@l*********************.com									24
Insight Legal	6200 Stoneridge Mall Rd Ste 300 Pleasanton, CA 94588	51051xxxx9	inf@i************.com			5	6
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65059xxxx1	ant**@m**********.com							97	9	85
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com							73		91
Peak 360 Wealth Management	931 Hartz Way Ste 220, Danville, CA 94526	92527xxxx0
Summit Wealth & Retirement Partners	1990 N California Blvd Ste 930, Walnut Creek, CA 94596	92592xxxx0
Martinez & Martha’s	3569 Benton St Santa Clara, CA 95051	40820xxxx5				3	8
Gaylord Wealth Management	535 Mission St, San Francisco, CA 94105	41597xxxx9	afj*************@h*****************.com
LibertyX Bitcoin ATM	1990 Decoto Rd, Union City, CA 94587	80051xxxx0	ada@l*****.com
Wang Wealth Management	536 Irving St, San Francisco, CA 94122	41575xxxx7	xu.**@l.com
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth	42808 Christy St #112, Fremont, CA 94538	41566xxxx5	bra**@h*********.com	1	1					154		152
Rockwood Wealth Management	68 Rockwood Ct, San Francisco, CA 94127	41559xxxx7	ste*********@r*******.com
EP Wealth Advisors	3 Lagoon Dr Ste 190, Redwood City, CA 94065	65071xxxx0	ab@e*******.com
NAPA Valley Wealth Management	1407 Oakland Blvd, Walnut Creek, CA 94596	92593xxxx0
Mercer Partners Wealth Management	1243 Alpine Rd Ste 219, Walnut Creek, CA 94596	92593xxxx0
The Kotarba Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Encover Personal Finance LLC	34291 Eucalyptus Terrace, Fremont, CA 94555	51099xxxx3	baf***************************@s***.wixpress	5	4
Hanke & Co Wealth Management	100 Bush St, San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress	4.4	14							85
Legacy Wealth Advisors	1900 The Alameda, San Jose, CA 95126	40845xxxx0	ed@l*****.com
Tom Cochran-Bancwest Investment Services Wealth Financial Advisor	3081 Mckee Rd, San Jose, CA 95127	40871xxxx9	aab**@b**********.com							40892	181	41000
Kuleana Wealth Advisors	164 Main St, Los Altos, CA 94022	65091xxxx3
MJ Wealth Partners	2077 Gold St ste 108 San Jose, CA 95002	57152xxxx7	c18***************************@s***.wixpress
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122			681	28
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com							13904		15000
Mellon Private Wealth Management	525 Market St, San Francisco, CA 94105	41595xxxx0	jes**********@b******.com
Greenstein, Rogoff, Olsen & Co., LLP	39159 Paseo Padre Pkwy Fremont, CA 94538	51079xxxx1	aar@g**.com			3.7	3			513	3	506
Citi Personal Wealth Management	130 W Portal Ave, San Francisco, CA 94127	41573xxxx1	aar********@c******.com
Master Wealth	809 Podva Rd, Danville, CA 94526	51058xxxx0
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Wealth Creating Investments	388 Market St Ste 1300, San Francisco, CA 94111	41541xxxx1
Pillar Wealth Management	Palo Alto, CA 94301	83363xxxx8	chr@p*****.com
Wealth Architects	800 W El Camino Real Ste 201 Mountain View, CA 94040	65032xxxx4	ada@w**************.com		22	5	1
Hurley Wealth Management Group	1601 Bayshore Hwy, Burlingame, CA 94010	65051xxxx2	re@h***********.com
Citibank	3288 Castro Valley Blvd Castro Valley, CA 94546	51093xxxx8	abb********@c*.com			2.9	27
Wells Fargo Bank	34356 Alvarado Niles Rd, Union City, CA 94587	51048xxxx3	aar********@w*******.com	3.1	32					155671		11
MassMutual Financial Group - NorCal Wealth Management	39350 Civic Ctr Dr Ste 230 Fremont, CA 94538	51049xxxx8	aah***@m*******.com
Corinthian Wealth	1625 The Alameda, San Jose, CA 95126	40893xxxx2	cde*@c*************.com							21		24
Fremont Bank	5829 Jarvis Ave Ste B, Newark, CA 94560	51094xxxx1	aar*******@f********.com
The CJ Wealth Management Group-Morgan Stanley	245 Lytton Ave, Palo Alto, CA 94301	65068xxxx8	acc********@m**********.com
WealthPLAN, PC	1960 The Alameda Ste 185, San Jose, CA 95126	40891xxxx0	dld******@w*******.com	3.7	3					114		114
Hudson Private Wealth Advisors - Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com							71		73
Encompass Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx4	abc*****@u.com
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Elmwood Wealth Management Inc	2027 4th St, Berkeley, CA 94710	51085xxxx3	bob@e************.com
Morgan Stanley Wealth Management	1 Kaiser Plz, Oakland, CA 94612	51083xxxx0	aar*********@m*********************.com
Paradigm Wealth Architects	2130 Stockton St Apt 314, San Francisco, CA 94133	54025xxxx4
HCM Wealth Mangement	485 Broadway Ste 800, Millbrae, CA 94030	65020xxxx1	hch*****@w**************.net
Wang Wealth Management	1177 California St, San Francisco, CA 94108	41575xxxx7
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com								238	21000
Kk Wealth Advisors	4300 El Camino Real Ste 105, Los Altos, CA 94022	65094xxxx0
SJ Accounting Consulting	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	40843xxxx6	c18***************************@s***.wixpress			5	10
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*****@u.com
WealthSmart America	40994 Encyclopedia Cir, Fremont, CA 94538	51075xxxx7											5	1
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Crystal Springs Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx4	abb*******@u.com
Yash Talreja - Morgan Stanley	4309 Hacienda Dr Ste 200 Pleasanton, CA 94588	92573xxxx3	acc********@m**********.com
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93			775		833
KeyPoint Credit Union	573 E Calaveras Blvd Milpitas, CA 95035	88825xxxx7	aba*@k*.com	3.6	12	4.5	84			4472	338	4200
EP Wealth Advisors	3738 Mt Diablo Blvd Ste 201, Lafayette, CA 94549	92529xxxx8	ab@e*******.com
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com
Silicon Valley Wealth Management Solutions	6050 Hellyer Ave, San Jose, CA 95138	40844xxxx0
Bluesky Wealth Advisors	1811 Santa Rita Rd, Pleasanton, CA 94566	92584xxxx8	hel@b******.com							83	2	98
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
Bank of America Mortgage	Serving theFremont Area	51089xxxx3	aam*******@b**********.com
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Muirwood Private Wealth	1646 N California Blvd, Walnut Creek, CA 94596	92543xxxx0	chr@m*******.com
Morgan Stanley Wealth Management	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	acm*********@m**********.com
Bill Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	bob*******@r.com
WestView Wealth Advisors	3020 Bernal Ave Ste 110 112 Pleasanton, CA 94566	65053xxxx9
World Wide Wealth LLC	131 Franklin St, San Francisco, CA 94102	41597xxxx3	bes****************@p*******.com
D&R Legal Process Service, LLC.	39159 Paseo Padre Pkwy #112, Fremont, CA 94538	51079xxxx6	don*****@d***********.mail	4.9	197			5	12	279	7	286
Annuity General	Serving theFremont Area	80033xxxx4
Apercen Partners LLC	314 Lytton Ave Ste 200 Palo Alto, CA 94301	65080xxxx0	abd******@a****.com			1	1
Spectrum Wealth Partners	3201 Danville Blvd Ste 190, Alamo, CA 94507	92557xxxx0	bra*****@l.com
Citi	35106 Newark Blvd, Newark, CA 94560	51024xxxx3	abb********@c*.com
www.elitewealthsystems.com		65043xxxx2
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com							349		374
Prestige Business Solutions	40025 Mission Blvd, Fremont, CA 94539	51065xxxx1	joh@p******************.com	4.6	9	4.8	60			51		52
David Cooper - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dav*********@a*.com							166		160
Summit Wealth & Retire Prtnrs	55 Oak Ct Ste 210, Danville, CA 94526	92592xxxx0	cxx****@s**********************.com	5	3
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
LibertyX Bitcoin ATM	35111 Newark Blvd, Newark, CA 94560	80051xxxx0	ada@l*****.com
Johnson Lyman Wealth Advisor	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
Into Wealth Inc	1525 Mccarthy Blvd, Milpitas, CA 95035	40858xxxx9
Natural Wealth Health Center	10360 San Pablo Ave, El Cerrito, CA 94530	51052xxxx8
The Gapper Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com							14536		16000
Athena Wealth Solutions	1150 Murphy Ave, San Jose, CA 95131	20936xxxx4
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
Chase Bank	199 Main St Los Altos, CA 94022	65094xxxx4	abc*****@c**.com	3.8	18	2.6	14
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
WealthPRIME	4966 El Camino Real Ste 212 Los Altos, CA 94022	85577xxxx0	doe**@w********.com			5	1
Fremont Bank	39005 Fremont Hub Ste 341 Fremont, CA 94538	51020xxxx1	a@f**********.com			1.8	12			7233	317
Wealth Enhancement Group	6333 Potrero Ave Ste 200, El Cerrito, CA 94530	51023xxxx4	aba**@w**************.com	5	3
The Meniktas Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx5	abc*****@u.com
Hunt Wealth Management	1340 Treat Blvd, Walnut Creek, CA 94597	92589xxxx4
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx7	ada****************@a*.com							93		97
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	agu*********@a*.com							400		419
BPM Wealth Management	555 California St, San Francisco, CA 94104	41547xxxx0	doe**@g**********.com
Evercore Wealth Management	425 California St, San Francisco, CA 94104	41528xxxx0	ale*****@e*****.com
De Novo Wealth Advisory	1525 Mccarthy Blvd, Milpitas, CA 95035	40888xxxx3
Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	bfl************@a*.com	5	2
Cornerstone Wealth Group	88 Kearny St, San Francisco, CA 94108	41531xxxx0	asm*@c********.com							257		270
Northwestern Mutual Wealth Management	600 Montgomery St, San Francisco, CA 94111	41573xxxx5	nmw******@n***************.com
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Deyoe Wealth Management	1400 Shattuck Ave Ste 1, Berkeley, CA 94709	51084xxxx2	dey********************@c***********.com
Smart Wealth Solutions Inc	40994 Encyclopedia Cir, Fremont, CA 94538	51049xxxx8
Wealth Classes	6475 Camden Ave Ste 201, San Jose, CA 95120	40826xxxx0
Humanity Wealth Advisors	39899 Balentine Dr Ste 200, Newark, CA 94560	51093xxxx8	hsh***@h***********.com
SFI Snarr Financial & Insurance Services	6203 San Ignacio Ave Ste 110 San Jose, CA 95126	40846xxxx4	inf@r******.com			5	14
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com									117
Khob Tax Services Inc	38750 Paseo Padre Pkwy # A1, Fremont, CA 94536	51074xxxx9	inf@k*****.com	4.8	171					176
Catalyst Private Wealth	101 Montgomery St Ste 850, San Francisco, CA 94104	41588xxxx0
Coinsource Bitcoin ATM	33365 Mission Blvd, Union City, CA 94587	80550xxxx6	ale****@c*******.net
MJ Partners	2880 Zanker Rd Ste 203 San Jose, CA 95134	40885xxxx8	dan@m******************.com	4.6	26	4.3	13
Juno Moneta Wealth Advisors - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
Pacific Precious Metals	39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538	34134xxxx1	chr****@p******************.com	4.8	31	4.7	52
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com		2
Carey Consulting Wealth Management Inc	3189 Danville Blvd, Alamo, CA 94507	92540xxxx6
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
User Based Systems	Castro Valley, CA 94552	51086xxxx9
Abundance Wealth Planning LLC	39899 Balentine Dr Ste 200, Newark, CA 94560	51093xxxx7	and*@f****.com	5	3
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Cycle of Wealth	1608 Hope Dr Apt 225, Santa Clara, CA 95054	40859xxxx6
Worldview Wealth Advisors	1 Samson St, San Francisco, CA 94104	50362xxxx0
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com							14536		16000
Pandher Law Firm	4695 Chabot Dr, Ste 200, Pleasanton, CA 94588	92535xxxx0				5	1
Laddi Jhuty, CFP	5201 Great America Pkwy Ste 350 Santa Clara, CA 95054	51081xxxx4	inf@n*******.com			4.2	20
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
IWealths.us		93199xxxx8	for*****@y**.com
Buckingham Strategic Wealth	2409 Park Blvd, Palo Alto, CA 94306	65056xxxx1	adm@b**************.com							553	6	650
East Bay Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Samantha Quintanilla - Keller Williams Peninsula Estates	1430 Howard Ave, Burlingame, CA 94010	65097xxxx9	acc*********@k.com	5	4	5	18			199106
Stevens Sloan & Shah CPAs	975 W Alisal St Ste D Salinas, CA 93901	83142xxxx4	sa@s*****.com			5	5
Law Offices of Jay A Woidtke	20320 Redwood Rd Castro Valley, CA 94546	51088xxxx6	emm@w*****.com	4.4	13	3.9	15
Wealth Management Associates	6600 Koll Center Pkwy Ste 110, Pleasanton, CA 94566	92546xxxx7	and******@w*******.net									42
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Henry Plata - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx8	dns***@a*.com		17
Flournoy Wealth Management	1165 Lincoln Ave, San Jose, CA 95125	40827xxxx0	pam*******@l.com							189	5	191
James With - Private Wealth Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Archvest Wealth Advisors	1390 Willow Pass Rd, Concord, CA 94520	92521xxxx0	adv***@a*****.com
Kk Wealth Advisors	4300 El Camino Real Los Altos, CA 94022	65094xxxx0	e7e***********************************@w***************.com
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
The Wealth Conservatory	1751 Barcelona St, Livermore, CA 94550	92533xxxx6	bar***@w***************.com							212		212
Insight Legal	3100 Mowry Ave, Ste 401 Fremont, CA 94538	51051xxxx9	inf@i************.com	4.5	30	4.9	42
Pantheon Wealth Planning	1754 Technology Dr Ste 208, San Jose, CA 95110	40840xxxx2	fan@p*******.com							90		89
Three Bridge Wealth Advisors	75 Sea Cliff Ave, San Francisco, CA 94121	41566xxxx1
Bill Grayson - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx5
The Diehl Mallory Group-Morgan Stanley Financial Wealth Advisors	555 California St, San Francisco, CA 94104	41591xxxx2	acm*********@m**********.com
Dr. Teresa Yin	39210 State St #110, Fremont, CA 94538	51079xxxx2	dat***************@i**.de	4.9	182					470	338	463
Pau & Tran Wealth Management	21070 Homestead Rd, Cupertino, CA 95014	40863xxxx0	aar******@l.com								238	21000
Avella Private Wealth	1000 Dewing Ave Unit 311, Lafayette, CA 94549	41520xxxx0	ave******************@d***************.com
Sprague Wealth Solutions	2400 Camino Ramon Ste 266, San Ramon, CA 94583	92532xxxx0	joh*****@s***.net
Bernstein Global Wealth Management	555 California St, San Francisco, CA 94104	41521xxxx0	aar****@a**************.com
Phuong La, EA	166 Geary St 1500 1271 San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Davenport Wealth Advisors	20980 Redwood Rd Ste 230, Castro Valley, CA 94546	51039xxxx8
Wealth Enhancement Group	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92535xxxx0	ada*******************@w**************.com
MyReviewtoView	37010 Dusterberry Way #7941, Fremont, CA 94536	65074xxxx6
Deyoe Wealth Management Inc	2150 Shattuck Ave, Berkeley, CA 94704	51084xxxx2
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com							80	7	78
Merrill Lynch Wealth Management	1111 Broadway, Oakland, CA 94607	51020xxxx0	aas**********@m.com
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0
Wells Fargo Bank	2528 Berryessa Rd San Jose, CA 95132	40892xxxx3	aar********@w*******.com			2.6	26
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com							119		115
Bank of America Financial Center	31800 Alvarado Blvd, Union City, CA 94587	51042xxxx0	aam*******@b**********.com
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Heritage Wealth Advisors - Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	aid*****@a*.com							375	39	424
Greenstein, Rogoff, Olsen & Co., LLP	2479 E Bayshore Rd Ste 700 Palo Alto, CA 94303	65085xxxx2	aar@g**.com			2.7	7			513	3	506
Horizon Wealth Group	2682 Bishop Dr Ste 209, San Ramon, CA 94583	92524xxxx0	hor*****************@d*.jewellaprivacy									42
Newborn Wealth Management	135 Riviera Dr Apt 536, Los Gatos, CA 95032	42439xxxx4
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Real Wealth Network CA Real Estate	171 Mayhew Way, Pleasant Hill, CA 94523	92528xxxx0	amy@r****************.com							4221		4700
Joanne Cirocco - Private Wealth Advisor, Ameriprise Financial Services	1 Almaden Blvd Ste 810, San Jose, CA 95113	40891xxxx0	dns***@a*.com
Absolute Mortgage Banking	2479 E Bayshore Rd Ste 240 Palo Alto, CA 94303	65049xxxx0	mar*@a*************.com	3.6	8	4.1	9
CommonWealth Central Credit Union	3075 Union Ave, San Jose, CA 95124	80056xxxx8	jsm*@c***********.org							1891	78	1800
Advantum Tax and Accounting Services	3790 El Camino Real Palo Alto, CA 94306	65052xxxx7				4.3	14
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Ste 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							35		36
Shuyi KONG Wealth Management	138 Westlake Ave, Daly City, CA 94014	65075xxxx2
Modern Wealth Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92527xxxx0	ben***@m*******************.com
Raroque Wealth Management	3755 Balboa St Ste 203, San Francisco, CA 94121	41556xxxx0
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
Citi	1800 Decoto Rd, Union City, CA 94587	51040xxxx7	abb********@c*.com
Chi Kim - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx9	and********@a*.com
WTG Wealth Solutions	9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827	91658xxxx1				5	1
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Carr Wealth Management	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com
Fama Capital Wealth Management	505 Montgomery St 11th Fl, San Francisco, CA 94111	41587xxxx8
Real Wealth Network	1875 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0	amy@r****************.com							4214		4700
Conversant Wealth Management	500 La Gonda Way, Danville, CA 94526	92543xxxx0	inf@c**************.com
Charles Schwab	800 El Camino Real Ste 100 Menlo Park, CA 94025	65061xxxx0	jan***@s***.com			3.1	12
Arete Wealth Australia	2120 University Ave, Berkeley, CA 94704	88854xxxx0	exx@a*******.com
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com							233		232
Broadway Wealth Management Of LPL Financial	505 14th St Ste 900, Oakland, CA 94612	51090xxxx0	a.n***@l.com
Premier Tax	2601 Cortez Dr Santa Clara, CA 95051	40882xxxx3	con**@p****.tax			1	1					2800
Charles Schwab	6200 Stoneridge Mall Rd Pleasanton, CA 94588	92587xxxx0	ask****@s***.com			3.4	7			646598	215	657000
Bay Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abc*@u.com
Wealth Enhancement Group	210 Eureka Sq, Pacifica, CA 94044	65075xxxx0	aba**@w**************.com
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com							76		92
Technology Credit Union	490 California Ave Palo Alto, CA 94306	80055xxxx0	abe*****@t***.com	2.7	15	4	20
One Stop Legal Solutions	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	80080xxxx0
Keyes Law Group	500 E Calaveras Blvd Ste 333 Milpitas, CA 95035	40876xxxx8	inf@k***********.com			5	10			454		470
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
Chase Bank	34536 Alvarado Niles Rd, Union City, CA 94587	51067xxxx4	abc*****@c**.com	2.7	30
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Home Wealth Development	1036 A St, Hayward, CA 94541	88830xxxx8
Yeager Wealth Management	400 S El Camino Real, San Mateo, CA 94402	65069xxxx0
Technology Credit Union	43848 Pacific Commons Blvd Fremont, CA 94538	80055xxxx0	abe*****@t***.com	4.5	22	4.4	120			2676		2600
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement							14640		16000
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com	4.5	2					200	4	202
Herrick Wealth Advisory	1960 The Alameda Ste 20, San Jose, CA 95126	40821xxxx7	con**@h******.com
Tiedemann Wealth Management	101 California St, San Francisco, CA 94111	41539xxxx9	aho***@t************.com
Zhong Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Millar Financial	39560 Stevenson Pl #111, Fremont, CA 94539	51079xxxx5	inf@b*********************.com
Sami Najafi Shaeghi-Wealth Financial Advisor	50 W San Fernando St, San Jose, CA 95113	40849xxxx8	aab**@b**********.com							98514	1627	99000
Insight Wealth Management	2600 10th St Ste 424, Berkeley, CA 94710	51064xxxx3	agr*@i***********.com							116	4	133
Vantage Wealth Management	66 Bovet Rd, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
Parkworth Wealth Management, Inc.	475 Alberto Way Ste 210, Los Gatos, CA 95032	40843xxxx0	adv*@p******.com
Metlife, Wealth Strategies Group	225 W Santa Clara St Ste 1450, San Jose, CA 95113	40835xxxx3	a@m******.com
Eddy Feldmeier - Stone Creek Insurance Agency	800 W El Camino Real Ste 180 Mountain View, CA 94040	92529xxxx2				5	22
Embtel Solutions	39159 Paseo Padre Pkwy, Ste 119 Fremont, CA 94538	51096xxxx0	a@e**************.com	4.4	26	3.3	9			800		793
Lasecke Weil Wealth Advisory Group	624 University Ave Palo Alto, CA 94301	65032xxxx0				2	1
Falcon Wealth Planning	2570 N First St Suite 200, San Jose, CA 95131	85596xxxx6	ama*@f*****************.com	4.7	14
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®\|ChFC®\|AAMS™	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com	5	1					87586		100000
Law Offices Of Daniela Lungu	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	92555xxxx0	inf******@l*****.com	5	23	5	25
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com									107
Edelman Financial Engines	3945 Freedom Cir Ste 950 Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com
Justin Klueger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41551xxxx5	rbc*******@r.com
Opes Wealth Man	535 Middlefield Rd, Menlo Park, CA 94025	65056xxxx8
Arbor Wealth Management	2700 Ygnacio Valley Rd, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	hel@f****.com			5	10					111
Garrick Insurance Agency	6200 Stoneridge Mall Rd Ste 300 Pleasanton, CA 94588	92540xxxx6	pwp*******************************@p************.org			5	2
Oak Wealth Management	2890 N Main St, Walnut Creek, CA 94597	92535xxxx0	inf@o***.net							264		261
Griffin Wealth Management	1224 Chesterton Ct, Walnut Creek, CA 94596	92593xxxx5
CIBC Private Wealth Management	3 Embarcadero Ctr, San Francisco, CA 94111	41543xxxx4	a.l*@a**********.com
Wealth Management Consultants	100 Pringle Ave Ste 450, Walnut Creek, CA 94596	92529xxxx7
Trailblazer Wealth	3201 Danville Blvd Ste 190, Alamo, CA 94507	92570xxxx7	pet@t**************.com
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com							401	10	391
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
Raymond Young, CPA	41829 Albrae St Ste 120 Fremont, CA 94538	51035xxxx5	cpa@i*****************.com			3.8	56
Kera Capital Partners	Sacramento, CA 95817	40866xxxx4	inf@k*****.com
Edward Schuller - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							14536		16000
Cycle of Wealth Inc	196 Marylinn Dr, Milpitas, CA 95035	40859xxxx6
New Insight Wealth Advisors	111 Deerwood Rd, San Ramon, CA 94583	92523xxxx5	inf@n**************.com
Ami Shah CPA	2570 N First St Ste 200 San Jose, CA 95131	40854xxxx9	adm@a***.com			4.5	32
Viewpoint Financial Network	7011 Koll Center Pkwy Ste 260 Pleasanton, CA 94566	92522xxxx8	rsa***@v********.com	5	2
Wealth Recovery Solutions	99 N 1st St, Ste 208, San Jose, CA 95113	40827xxxx9	dia@w********************.net
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Jim Galindo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7	rbc*******@r.com
Gaskin Wealth Management	318 Diablo Rd Ste 230, Danville, CA 94526	92583xxxx5	inf@i***************.com
Wai Man Chan, Wealth Advisor - Eagle Strategies	39650 Liberty St Suite 200, Fremont, CA 94538	51062xxxx2	aab*******@f.newyorklife
Merrill Lynch Wealth Management	1995 University Ave, Berkeley, CA 94704	51054xxxx0	aas**********@m.com
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acm*********@m**********.com
Marin Wealth Advisors LLC	1901 Harrison St., Suite 1100,, Oakland, CA 94612	51021xxxx0	inf@m*****************.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com		11
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Opes Wealth Management	535 Middlefield Rd Ste 160 Menlo Park, CA 94025	40883xxxx0	ewh**@o*******.com
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Morgan Stanley Wealth Management	1 Sansome St Ste 1400, San Francisco, CA 94104	41598xxxx0	aar*********@m*********************.com
Odyssey Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	abb*******@u.com
Grodin Financial Services	14515 Catalina St San Leandro, CA 94577	51035xxxx5				3.6	10
Pollak & Pollak Wealth Management - Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com		2					400	10	392
Citibank	130 Main St Los Altos, CA 94022	65049xxxx5	abb********@c*.com	4.6	9	2.7	13
Will Yang, 英图财富 (英圖財富), IntoWealth Inc	1525 McCarthy Blvd Ste. 1131, Milpitas, CA 95035	40858xxxx9
Don Woo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	don**@r.com
Monterey Private Wealth	4900 Hopyard Rd, Pleasanton, CA 94588	92546xxxx5	ann@m*******************.com							96	5	105
Jay Sondhi, U.S. Bank Home Mortgage	1998 Mountain Blvd, Oakland, CA 94611	51039xxxx0	all*******@a***.usbank	5	53	5	132			345310	5614	347000
Wealth Mechanix	1806 Belles St Ste 4B, San Francisco, CA 94129	41575xxxx2	rob*@w***********.com
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113377	3114	131000
Eric Maxwell - Maxwell Wealth	7041 Koll Center Pkwy, Suite 275, Pleasanton, CA 94566-3128	92552xxxx8
Hawk Hill Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com		2
Wealthfront	261 Hamilton Ave, Palo Alto, CA 94301	84449xxxx7	a.-*****@w********.com	3.5	26					59957		61000
Into Wealth Inc	1551 Mccarthy Blvd, Milpitas, CA 95035	40826xxxx8	gov*******@i*******.com
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							5397	47	5500
Buckingham Strategic Wealth	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	adm@b**************.com							553	6	650
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7			232	51	234
Bingham Osborn & Scarborough Wealth Management	203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065	65046xxxx6	aar*******@b******.com
SJ Accounting Consulting, CPA CFP	1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035		c18***************************@s***.wixpress	5	5	4.8	37
David Reppas, CFP, Senior Vice President-Wealth Management, Senior Portfolio Manager-UBS Financial Services Inc	1255 Treat Blvd, Walnut Creek, CA 94597	92574xxxx1	aar********@u.com
Carlton Pace - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Merrill Lynch Wealth Management	4900 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	al_*******@m.com	5	2
Davis & Company	15200 Hesperian Blvd Ste 202 San Leandro, CA 94578	51027xxxx5				2.4	5
Lucie Honosutomo - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx4	wms********@r.com							14763		16000
TA Wealth Partners	2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111	41583xxxx5	aab****@r***.com
First Wealth Financial	601 California St Ste 1150, San Francisco, CA 94108	41542xxxx0
Tech Wealth Management	2010 N 1st St Ste 500 San Jose, CA 95131	80085xxxx9
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40880xxxx7	gle******@c*************.com							153	3	145
MYeCFO	171 Main St Ste 230 Los Altos, CA 94022	65023xxxx9	adv***@m***.com			2	1
Ted Moorhead - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx8	ted*******@r.com
Merrill Lynch Wealth Management	333 Middlefield Rd, Menlo Park, CA 94025	65047xxxx8	aas**********@m.com
Vertex Wealth Management	640 W California Ave Ste 210 Sunnyvale, CA 94086	40876xxxx4	mer************@l.com
Desmond Wealth Management, Inc.	1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com
Windell Williams	Pleasanton, CA 94566	92539xxxx2				5	7
Ascension Wealth Partners	391 Taylor Blvd, Pleasant Hill, CA 94523	92579xxxx0	jsm*@a********.com
EP Wealth Advisors	1333 N California Blvd Ste 100, Walnut Creek, CA 94596	92528xxxx1	ab@e*******.com
Tern Business Services	Hayward, CA 94541	51022xxxx9
Silicon Private Wealth	48883 Crown Ridge Cmn, Fremont, CA 94539	51057xxxx2	bal***@s*****************.com
Strive Wealth Builders	828 San Pablo Ave Ste 105D, Albany, CA 94706	51083xxxx4
Total Solutions Alliance	110 N San Joaquin St Fl 2 Stockton, CA 95202	20922xxxx3	inf@t********************.com
Delphi Wealth Advisors	370 Diablo Rd Ste 207, Danville, CA 94526	92583xxxx7
Brian Addington - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	bri**********@r.com
WisdomSource Wealth Advisory Group - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx3	dns***@a*.com							169		169
Taylan Wealth Management	355 Woodview Ave, Morgan Hill, CA 95037	40877xxxx0
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5393	47	5500
Merrill Lynch Wealth Management	101 California St 24th Fl, San Francisco, CA 94111	41527xxxx0	ale********@m.com
Smart Path Wealth Management	4695 Chabot Dr Ste 200 Pleasanton, CA 94588	92526xxxx5	jsm*@s********.com	5	2	5	8
AJ Abdelkhalek - State Farm Insurance Agent	146 E Iowa Ave Sunnyvale, CA 94086	40873xxxx0	aj@i************.com			4.8	34			727	125	748
wealthymindinvestments.com	35111 F, Newark Blvd #54, Newark, CA 94560	51085xxxx6	ale@w********************.com	1.3	3							778
Mission Peak Brokers, Inc.	46560 Fremont Blvd #111, Fremont, CA 94538	51049xxxx0	doe@m*****************.com	4.8	52					93
Lab Wealth Management	1130 Wood St, Oakland, CA 94607	51073xxxx4	leo@l*****************.com
Wealth Building Solutions	19925 Stevens Creek Blvd Ste 187, Cupertino, CA 95014	40897xxxx5
Fisher & Wiens Wealth Management	4145 Blackhawk Plaza Cir, Danville, CA 94506	92596xxxx0	bea@f************.com
Cathay Bank	1701 Decoto Rd, Union City, CA 94587	51067xxxx0	aar****@c*******.com							2485		3000
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	ama*******@a*.com							201	2	202
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Blueprint Wealth Partners	5000 Executive Pkwy, San Ramon, CA 94583	92580xxxx5
Tomren Wealth Management	2410 Camino Ramon Ste 225, San Ramon, CA 94583	92583xxxx0	ale*@t*********.com							50		85	5	1
BNY Mellon Wealth Management	555 Mission St, San Francisco, CA 94105	41595xxxx0		5	1
RBC Wealth Management	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Yoder Wealth Management	2033 N Main St Ste 1060, Walnut Creek, CA 94596	92569xxxx0	ana@y*****.com
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Atherton Wealth Planning	697 Menlo Ave, Menlo Park, CA 94025	65030xxxx6	inf@a************.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Global Wealth Partners	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ana*@g********************.com		88							35
Regent Wealth Management	1500 E Hamilton Ave, Campbell, CA 95008	40854xxxx6
Three Bridge Wealth Advisors - CLOSED	2180 Sand Hill Rd Ste 400, Menlo Park, CA 94025	65043xxxx0
Fluent Wealth Partners	1530 The Alameda Ste 115, San Jose, CA 95126	40821xxxx0	jas@f*********.com
Wealth Management Consultants	1111 Civic Dr, Walnut Creek, CA 94596	92593xxxx4
Bay Area Wealth Management Group	271 Bayhill Rd, Half Moon Bay, CA 94019	65036xxxx7
Nurtured Wealth	4037 Happy Valley Rd, Lafayette, CA 94549	92528xxxx9
Magnus Du Borg-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Poplar Global Wealth Management	318 Westlake Ctr, Daly City, CA 94015	65075xxxx0	adm@p*.com
Park Place Wealth Advisors	18 Orinda Way, Orinda, CA 94563	92525xxxx2	dan@p**************.com	5	1
Run Right Business Consulting	San Francisco, CA 94110	41560xxxx8	cry**@r***************.com	5	132	5	133					118
Pinecrest Wealth Mgmt	39355 California St Ste 210, Fremont, CA 94538	51071xxxx0
Buckingham Strategic Wealth	1600 S Main St Ste 220, Walnut Creek, CA 94596	92549xxxx5	adm@b**************.com
AYA Wealth	1390 Willow Pass Rd Ste 900, Concord, CA 94520	92530xxxx4
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com							13904		15000
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com							398		417
TMG Wealth Management	2801 Otis Dr, Alameda, CA 94501	92576xxxx4
Cognizant Wealth Advisors	530 Lytton Ave, Palo Alto, CA 94301	65020xxxx2	art******@c************.com							329	3	327
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Los Altos Vault & Safe Deposit Company	121 First St Los Altos, CA 94022	65094xxxx1	c18***************************@s***.wixpress			5	1
McDowall Cotter	800 W El Camino Real Ste 180 Mountain View, CA 94040	65058xxxx1	aga**@m*******.net			2	1
Theodore Simos - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Chris Spence - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
David Meyers -Meyers Wealth Management	441 California Ave Ste 7 Palo Alto, CA 94306	80099xxxx4	acc******@m********.com
Goodview Financial & Real Estate	2350 Mission College Blvd Ste 242 Santa Clara, CA 95054	40862xxxx0		4.9	109	4.6	16
Aventine Wealth Management	75 Broadway, San Francisco, CA 94111	41523xxxx0
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com							35		38
Vista Wealth Management	88 Kearny St, San Francisco, CA 94108	41548xxxx1	aan****@h*************.com									51
Sophia’s Insurance Services	38660 Lexington St Ste 418 Fremont, CA 94536	41575xxxx6
Pearl Wealth Advisors	1350 Treat Blvd Ste 170, Walnut Creek, CA 94597	92539xxxx1
Green Valley Wealth Advisors	2655 Van Ness Ave Ste 3, San Francisco, CA 94109	41568xxxx1
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx6	dns***@a*.com
Willner & Associates	39500 Stevenson Pl #202, Fremont, CA 94539	51064xxxx1	don@w****************.com
Winship Wealth Partners	442 Post St, San Francisco, CA 94102	41545xxxx0	csl**@w**********.com										5	2
Bank Of The West Wealth Management	531 Cowper St Palo Alto, CA 94301		aab**@b**********.com	5	2	1	1			98517	1627	99000
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			4	4
First Street Wealth Advisers	2635 N 1st St, San Jose, CA 95134	40881xxxx5
Charles Truong-Wealth Financial Advisor	15075 Farnsworth St, San Leandro, CA 94579	51036xxxx7	aab**@b**********.com							40848	177	41000
Dombrowski Wealth Management	1630 N Main St #415 (Mailing Address Only) - Branch Office: 3731 Sunset Ln, #100, Antioch CA 94509; 925.706.1040, Walnut Creek, CA 94596	51032xxxx6
Morgan Stanley Wealth Management	1001 Page Mill Rd, Palo Alto, CA 94304	65049xxxx0	a.c****@p******.com							112980	3042	129000
Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40837xxxx8	cat***********@a*.com
Verity Wealth Advisors	220 Halleck St, San Francisco, CA 94129	41556xxxx0	and*@v*********.com
Innochamp Advisors	Fremont, CA 94538	51052xxxx0	inf@i*******.com			2.1	7					35
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
EnFin Wealth Management	2201 Walnut Ave, Fremont, CA 94538	51078xxxx1	joh@e*********.com
Real Wealth Network	1815 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0
Bay Wealth Legal Group	909 Laurel St, San Carlos, CA 94070	65077xxxx3	mli@b************.com
Chase Bank	6213 Jarvis Ave, Newark, CA 94560	51057xxxx3	acc********@c**.com	2.7	46					928657	6988	37
Nardene Wealth Management Inc	3130 Balfour Rd, Brentwood, CA 94513	92558xxxx7	ich******@n****.com
Ryan Overton - TIAA Wealth Management Advisor	4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111	88884xxxx9	acc********@t*.org							90950	535	91000
Valley Wealth Advisors	51 E Campbell Ave, Campbell, CA 95008	40868xxxx8	chr@s********.com
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx4	dav*******@r.com
Wealth Enhancement Group	1999 Harrison St Ste 1530, Oakland, CA 94612	41598xxxx0	aba**@w**************.com
Bluesky Wealth Advisors	1735 N 1st St, San Jose, CA 95112	66923xxxx4
Marin Wealth Advisors	50 California St Ste 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com							132		130
Matthew Forrey - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Panorama Bookkeeping	Los Altos, CA 94022	65030xxxx0	hel@p****************.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Wealth Consulting Group	21070 Homestead Rd, Cupertino, CA 95014	40889xxxx8	adr**@w*****.com								2	166
Prime Wealth Management	2936 Domingo Ave, Berkeley, CA 94705	51084xxxx7
UBS Private Wealth Management	775 Page Mill Rd Palo Alto, CA 94306	65049xxxx7	abc*****@u.com
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Law Offices of Connie Yi	323 Ray St, Pleasanton, CA 94566	92548xxxx8	b.l@c********.com	5	6	4.8	70
Wealth Strategic	2269 Chestnut St, San Francisco, CA 94123	80021xxxx5
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
Marshall Wealth Management Group	59 N Santa Cruz Ave Ste R, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
One Wealth Advisors	766 Valencia St, San Francisco, CA 94110	41572xxxx0	asc***@o******.net									227
Impact Wealth Innovations and Insurance Solutions	40994 Encyclopedia Cir Fremont, CA 94538	51078xxxx8				1	1
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Chase Bank	3506 Old Santa Rita Rd Pleasanton, CA 94588	92539xxxx0	acc********@c**.com	2.8	24	2.4	22			917656	6999	37
Bank of America Financial Center	1900 Decoto Rd, Union City, CA 94587	51042xxxx5	aam*******@b**********.com
Orchid Wealth Management	970 Palo Alto Ave, Palo Alto, CA 94301	65033xxxx4	bra**@o*******************.com		2
Legacy Wealth Advisors	2001 Gateway Pl, San Jose, CA 95110	40845xxxx0	ed@l*****.com
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	aud***********@a*.com							41	9	70
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	22
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Cognizant Wealth Advisors	530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301	65020xxxx2	art******@c************.com			5	1			327	3	325
Wells Fargo	6397 Jarvis Ave, Newark, CA 94560	51074xxxx9
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
Paradigm Dime Wealth Management	1120 2nd St, Brentwood, CA 94513	92524xxxx6
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
James J Phillips	4900 Hopyard Rd Ste 260 Pleasanton, CA 94588	92546xxxx0	jim@p**********.us			4.2	14
Merrill Lynch Wealth Management	315 Montgomery St, San Francisco, CA 94104	56139xxxx8	ale********@m.com
Wealth Capital Insurance Solutions	840 Hinckley Rd Ste 226, Burlingame, CA 94010	65025xxxx7
Ready Wealth Advisors	898 Amberwood Ct, Walnut Creek, CA 94598	92593xxxx4
Enhance Wealth Advisors	700 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92593xxxx9	enh********@d***************.com									35
Tenenbaum Wealth Partners	2 Embarcadero Ctr, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
Brickley Wealth Management	55 Spear St, San Francisco, CA 94105	41569xxxx5	aar@b***********.com
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
Monterey Private Wealth	4900 Hopyard Rd Ste 100 Pleasanton, CA 94588	92546xxxx5	ann@m*******************.com			5	2			93	5
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
City National Bank - Palo Alto	245 Lytton Ave Palo Alto, CA 94301	65081xxxx0	aks*******@c.com		74	2.3	3			5364	136	5900
Wealth Protection Services	800 W El Camino Real Ste 180, Mountain View, CA 94040	65094xxxx6
Etp Wealth Management	2950 Buskirk Ave, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Credo Wealth Management	1160 Battery St, San Francisco, CA 94111	41536xxxx2	cou*********@c****.com									27
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Laurie Gardner	Berkeley, CA 94705		joh@l***********.com			4.9	16
CommonWealth Central Credit Union	5890 Silver Creek Valley Rd, San Jose, CA 95138	40853xxxx0	jsm*@c***********.org							1891	78	1800
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com							41	9	70
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	65047xxxx0	and*********@a*.com
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx8	dns***@a*.com	5	3					169		166
Morgan Stanley Wealth Management	1 Sansome St Fl 38, San Francisco, CA 94104	41598xxxx0
Chris Hays Wealth Management	237 Kearny St, San Francisco, CA 94108	41566xxxx9	con**@c************.com
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	42808 Christy St Ste 112 Fremont, CA 94538	88874xxxx8	inf@h**********.com			4	1
Merrill Lynch Wealth Management	4264 Norton Ave, Oakland, CA 94602	41528xxxx6	aar********@s***.com
GT Product Consulting	San Bruno, CA 94066	65042xxxx1	gt@g****************.co			5	1					14
Trusted Legal Documents	Millbrae, CA 94030	65027xxxx5	imp****@g**.com			4.9	24
Morgan Stanley Wealth Management	2 Theatre Sq, Orinda, CA 94563	92525xxxx7	a.c****@p******.com							113344	3100	131000
Transformative Wealth Management	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0	321***********************************@w***************.com
Happiness Wealth Management	1495 Laurel St, San Carlos, CA 94070	65041xxxx5	kri********@m******************.com
Citi Personal Wealth Management	2000 Shattuck Ave, Berkeley, CA 94704	51084xxxx6	aar********@c******.com
Just 1 Real Estate	2181 N Tracy Blvd, Ste 275, Tracy, CA 95377	20965xxxx5	ll@j**************.com			5	5
Bespoke Wealth Advisors	1 Letterman Dr Ste C3-027, San Francisco, CA 94129	88847xxxx3	inf@b*******************.com
Tailwaters Private Wealth Management Group - UBS Financial Services Inc.	555 California St Ste 4650, San Francisco, CA 94104	41596xxxx1	aar*****@u.com							230271		243000
Wells Fargo Advisors	34988 Newark Blvd, Newark, CA 94560	51079xxxx1
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	31053xxxx0	al_*******@m.com
Patrick W Currin, Attorney at Law	1345 Brookline Lp Ste 4310 Pleasanton, CA 94566	92535xxxx9				5	14
Greenstein Rogoff Olsen GROCO	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx2	aar@g**.com
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com							73		91
Citi Personal Wealth Management	333 Highland Ave, Piedmont, CA 94611	51065xxxx5	aar********@c******.com	5	3					213767		12
Pwjohnson Wealth Management	2051 Grant Rd, Los Altos, CA 94024	80021xxxx7	aus***@p******.com
Wealth Enhancement Group	6201 Medau Pl Ste 101, Oakland, CA 94611	51033xxxx3	aba**@w**************.com
LibertyX Bitcoin ATM	1824 Whipple Rd, Union City, CA 94587	80051xxxx0	ada@l*****.com
Advantage Wealth	3189 Danville Blvd Ste 280, Alamo, CA 94507	92583xxxx0	dwi*@a************.com
Richardson E Wealth Strategies	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	70739xxxx1	cri******@r************************.com
Eric Stubbs - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx5	wms********@r.com							13904		15000
Joseph A. Seidler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com							12806
Elevation Wealth Management	1399 Ygnacio Valley Rd, Walnut Creek, CA 94598	92534xxxx2	and*@z**.com
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	35
Steven Spiesberger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	wms********@r.com							14536		16000
Klosek Law Offices	437 Kipling St, Ste 150 Palo Alto, CA 94301	65025xxxx8	ah@k***************.com	5	6	5	7
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Pacific Capital Wealth Management Services	San Jose, CA 95101	40826xxxx0
Titus Wealth Management	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx2	aan**@t********.com
Pacific Wealth Advisors	2391 The Alameda, Santa Clara, CA 95050	65035xxxx2	joh*****@p**************.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
Citibank	2900 Newpark Mall Newark, CA 94560	51024xxxx1	abb********@c*.com	3	10	2.9	16
Oster-Konigsberg Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Luna Xu - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
CFG Wealth Management	2130 The Alameda, San Jose, CA 95126	85855xxxx0	ale********@c***.com
SRI Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Tortuga Wealth Management	635 Bryant St, Palo Alto, CA 94301	65032xxxx1	alu*****@h*************.com
Haven Wealth Management	505 Montgomery St Ste 1100, San Francisco, CA 94111	41587xxxx7	cpo*******@c**************.com							110		117
Cycle Of Wealth	1608 Hope Dr Santa Clara, CA 95054	40859xxxx6
Legacy Wealth Management Group	101 California St Suite 2710, San Francisco, CA 94111	41596xxxx3
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com							71		73
Hunt Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	92527xxxx2	dav*****@h*****************.com
Altamont Wealth	486 S K St, Livermore, CA 94550	92560xxxx1	alt*************@d*.jewellaprivacy
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68					107
Wells Fargo Advisors	34356 Alvarado Niles Rd, Union City, CA 94587	51048xxxx3
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx7	cha***@m***********.com
Beacon Wealth Advisory	800 W El Camino Real Ste 180 Mountain View, CA 94040	65088xxxx0	inf@b******.com
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
Ibarra Global Wealth Management	1769 Holland Cir, Walnut Creek, CA 94597	92593xxxx1
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	wms********@r.com							14763		16000
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com									3
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	42			582	9	579
Chase Bank	749 W El Camino Real Fl 1 Mountain View, CA 94040	65096xxxx3	acc********@c**.com			2.9	75			921610	6999	37
Babylon Wealth Management	1501 N Broadway, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com							174		174
Eddie Huang - Farmer Insurance	39675 Cedar Blvd Ste 190 Newark, CA 94560	80020xxxx9	abc*****@f****.com			5	3
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	62830xxxx4	ale****@f****.com	4.8	53	4.8	155					1100
Wealth Management Associates	400 Main St Ste 200 Pleasanton, CA 94566	92546xxxx7	and******@w*******.net			3.7	3
Buckingham Strategic Wealth	2445 Faber Pl Ste 250 Palo Alto, CA 94303	40836xxxx0	adm@b**************.com							540	6	630
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
PrincipleTax , Accounting and Wealth Management	1975 O'Toole Way San Jose, CA 95131	40886xxxx0	inf@p**********.com			2	34
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	mic**********@r.com
Baughman & Wang, Attorneys at Law	39650 Liberty St # 240, Fremont, CA 94538	51062xxxx8	joa*@l**.com	4.3	43
EP Wealth Advisors	244 California St, San Francisco, CA 94111	41598xxxx5	bxx@e*****.com
Mary Kay Wright - Private Wealth Advisor, Ameriprise Financial Services	2233 Olympic Blvd, Walnut Creek, CA 94595	92595xxxx0	bec************@a*.com
Private Wealth Builders	3998 Lakeside Dr, San Jose, CA 95148	40827xxxx9
Bank of the West	33301 Alvarado Niles Rd, Union City, CA 94587	51047xxxx5	aab**@b**********.com	2	14					98517	1627	99000	3	1
Peter de Castro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com							14536		16000
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Citi Personal Wealth Management	11 E 3rd Ave, San Mateo, CA 94401	65055xxxx2	ale*******@c*.com							151265	2091	11
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							6426	58	6500
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com							2		2
Storace Wealth Services	222 Railroad Ave, Danville, CA 94526	92531xxxx0
Precision Notary and Tax Services	San Jose, CA 95131	66920xxxx4	inf@m********************.com
Cornerstone Wealth Management Group	533 Airport Blvd, Burlingame, CA 94010	65034xxxx0
Wealth Enhancement Group	1850 Mt Diablo Blvd Ste 100, Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
Morgan Stanley Wealth Management	101 California St, San Francisco, CA 94111	41569xxxx0	aar*********@m*********************.com
Total Business Care	39500 Stevenson Pl Ste 210 Fremont, CA 94539	51079xxxx5	afa**@t*********.com
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
Italina Image & Branding	Walnut Creek, CA 94596	51071xxxx8	inf@v************.com	5	14	5	23
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Private Wealth Financial Partners	2105 S Bascom Ave, Campbell, CA 95008	40887xxxx7	pwf******@l.com
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
SageCrest Wealth Management	1065 E Hillsdale Blvd Ste 310, Foster City, CA 94404	80035xxxx0
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	abc*****@u.com
Phillip Campit - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org							90921	538	91000
Martin Wealth Management	1145 Merrill St Menlo Park, CA 94025	65028xxxx0				5	1
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
All Purpose Insurance Agency	5857 MacArthur Blvd, Oakland, CA 94605	51038xxxx0	con****@r*********.com	4.5	15	3	11			179	120	170
Carey Wealth Management	2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583	92540xxxx6	car******************************@c***********.com
Morgan Stanley Wealth Management	650 Castro St, Mountain View, CA 94041	65031xxxx0	acm*********@m**********.com
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92546xxxx5
Copper Tree Wealth Management - UBS Financial Services Inc.	750 University Ave Ste 250, Los Gatos, CA 95032	40882xxxx2	abc*****@u.com
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com									100
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
Destination Wealth Management	1255 Treat Blvd Ste 900, Walnut Creek, CA 94597	92593xxxx0
Gaskin Wealth Management	925 Country Club Dr, Moraga, CA 94556	92537xxxx5	fir@m*************.com
Abundance Wealth Planning, a Farther (Financial Life Focus) company	39899 Balentine Dr #200, Newark, CA 94560	51093xxxx7	dud*@f****************.com	5	3
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	51043xxxx8	ada*****@m*.com							77		79
Peninsula Wealth, LLC	350 Townsend St Ste 411, San Francisco, CA 94107	65047xxxx3	a@p**************.com
Morling Financial Advisors	39355 California St #201a, Fremont, CA 94538	84466xxxx4	cha*****@m*********************.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
Thuyhuong Le - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	dns***@a*.com							168		167
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com							425		426
Michael Hua, CPA	2055 Junction Ave Ste 115 San Jose, CA 95131	40847xxxx1	c18***************************@s***.wixpress
Thomas P. Collins - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							13904		15000
Pacific Legacy Wealth Management Group - UBS Financial Services Inc.	4105 Blackhawk Circle Plaza, Danville, CA 94506	92574xxxx2	abc*****@u.com
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com							14743		16000
Retirement Wealth & Tax Advisors	3478 Buskirk Ave Ste 270, Pleasant Hill, CA 94523	92593xxxx0	bri@w*********.com
Nelson Capital	545 Middlefield Rd Ste 200 Menlo Park, CA 94025	65032xxxx0
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Allan Moskowitz Affirmative Wealth Advisor	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0
RCH Wealth Management	18 Crow Canyon Ct, San Ramon, CA 94583	92574xxxx0	inf@r*******.com
BMO Harris Bank	33301 Alvarado Niles Rd, Union City, CA 94587	51047xxxx5	aab**@b**********.com
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.3	7					1500
ZRC Wealth Management	200 Pringle Ave, Walnut Creek, CA 94596	92596xxxx0
Trunorth Wealth Management	39134 Blacow Rd, Fremont, CA 94538	51028xxxx5	ang********@t***********.com
Insight Wealth Strategies	2603 Camino Ramon Ste 350 San Ramon, CA 94583	92565xxxx0	agr*@i***********.com	5	4	4.8	22			116	4	132
Strategic Advisors	15200 Hesperian Blvd Ste 202 San Leandro, CA 94578	51027xxxx5
Angel Eyes Web Designs	6180 Jarvis Ave Ste R Newark, CA 94560	51073xxxx7	amk****@g**.com
Solutions Wealth Management	1777 Hamilton Ave, San Jose, CA 95125	40837xxxx3	jon********@l.com
True Wealth Advisory Group	1661 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx6	fir********@t**************.com
RBC Wealth Management	2 Embarcadero Ctr Ste 600, San Francisco, CA 94111	41563xxxx0	rbc*******@r.com
Spectrum Private Wealth Advisors	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx7
Mercer Advisors Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2					2860	28	2900
Jeffrey Rodvien - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5	wms********@r.com							14640		16000
Wells Fargo Bank	3500 Castro Valley Blvd Castro Valley, CA 94546	51053xxxx2	aar********@w*******.com			2.8	47
Citi ATM	1800 Decoto Rd, Union City, CA 94587	80062xxxx9	abb********@c*.com
Essential Wealth Advisors, LLC	284 Digital Drive, Morgan Hill, CA 95037	40861xxxx0	dat***************@i**.de
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
Wealth Strategies of the Rich-by	6203 San Ignacio Ave Ste 112, San Jose, CA 95119	40868xxxx6
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Perseus Wealth	1040 Adrienne Dr, Alamo, CA 94507	92593xxxx0	inf@p***********.com
Merrill Lynch Wealth Management	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	ali************@m.com
Nri Wealth	5201 Great America Pkwy #350, Santa Clara, CA 95054	51081xxxx4	inf@n*******.com
Acclaro Wealth Management	1840 San Miguel Dr, Walnut Creek, CA 94596	92593xxxx9
Pantera Wealth	1967 Orfanos Ranch Dr, Brentwood, CA 94513	92571xxxx6	des**@p**********.com
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Peninsula Wealth - CLOSED	222 Vallejo St, San Francisco, CA 94111
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Pillar Wealth Management, LLC.	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Athena Wealth Solutions	1313 N Milpitas Blvd Ste 119 Milpitas, CA 95035	40839xxxx9
Morgan Stanley Wealth Management	555 California St, San Francisco, CA 94104	41598xxxx0	aal*****@m**********.com							113348	3099	131000
Bfm Wealth Management	2610 Crow Canyon Rd, San Ramon, CA 94583	92583xxxx4	aaf**********@a.com
Team ATAP	Milpitas, CA 95035	40437xxxx5
Cavu Wealth Advisors	118 David Dr, Moraga, CA 94556	92538xxxx2	hil*@c*******.com							184	12	278
Cypress Wealth Advisors	101 California St Ste 1025, San Francisco, CA 94111	41548xxxx0	byo*@c**********.com
WestPac Wealth Partners	2603 Camino Ramon Ste 475, San Ramon, CA 94583	92538xxxx0	aar********@w**********.com
Wells Fargo Bank	34988 Newark Blvd, Newark, CA 94560	51079xxxx1	aar********@w*******.com							156126		11
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77			2847	28	2900
U.S. Bancorp Investments - Financial Advisors: Fremont	39390 Fremont Blvd, Fremont, CA 94538	51049xxxx0	aar**********@u***.com							345239	5467	348000
Wealth Enhancement Group	400 S El Camino Real, San Mateo, CA 94402	41546xxxx0	bha***@w**************.com
The Family Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx8	abb*******@u.com
Sand Hill Global Advisors	245 Lytton Ave Ste 300 Palo Alto, CA 94301	65085xxxx0	ach**@s*******************.com	4	2
Wealth Values	1100 Alma St, Menlo Park, CA 94025	65056xxxx1	inf@w********.com
Vista Wealth Management	5000 Hopyard Rd, Pleasanton, CA 94588	41547xxxx0	bra@v********.com
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
BNY Mellon Wealth Management	353 Sacramento St, San Francisco, CA 94111	41590xxxx8	aar@b**********************.com
Brainshare Business Mentors	3350 Scott Blvd Bldg 54 Santa Clara, CA 95054	40889xxxx7				4.9	38
Enso Wealth Management	3470 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx5
Perseus Wealth	1600 S Main St Ste 285, Walnut Creek, CA 94596	92593xxxx0	inf@p***********.com
Bingham Osborn & Scarborough Wealth Management	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aar*******@b******.com