Business List: Wealth in Concord, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com					14536		16000
Broadway Wealth Management	1255 Treat Blvd Suite 100, Walnut Creek, CA 94597	51090xxxx0
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
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Prosperitas Wealth Management	1026 Oak St, Clayton, CA 94517	92567xxxx0	inf@p***********.com
Bay Area Wealth Management Group	2410 Camino Ramon, San Ramon, CA 94583	92580xxxx4
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91	107401	16349	108000
Alpha Wealth Management and Planning	350 Ignacio Blvd Ste 105, Novato, CA 94949	41550xxxx9	akr***@a*****.com
Life&Wealth Advisors	1399 Ygnacio Valley Blvd Ste 29 Walnut Creek, CA 94598	92593xxxx0
Phuong La, EA	San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Spiegelman Wealth Management	985 Moraga Rd Ste 203, Lafayette, CA 94549	92538xxxx0	ada@s**************.com
Nardene Wealth Management Inc.,	2121 N California Blvd, Walnut Blvd, Walnut Creek, CA 94596	92558xxxx7	ich******@n****.com
The Phil Penn Corp Of Investing	Pittsburg, CA 94565	70756xxxx8	mrp*****@y**.com
Sentinel Wealth Consulting Group - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx8
Basic West Insurance	1641 Taraval St, San Francisco, CA 94116	41566xxxx0	inf@b*******.com	5	3
Youngman Ericsson Scott	1981 N Broadway Ste 300 The Atrium Building Walnut Creek, CA 94596	92593xxxx0	tim@y*****.com	5	2	4.1	9
Merrill Lynch Wealth Management	600 California St Fl 7, San Francisco, CA 94108	41595xxxx0
Cornerstone Wealth Management, Inc.	2400 Camino Ramon Ste 175, San Ramon, CA 94583	92582xxxx0	cor*************@c***********.com
Hutchinson Wealth Management Team - Stifel	500 Ygnacio Valley Rd #490, Walnut Creek, CA 94596	92574xxxx5
Key Focus Wealth	2603 Camino Ramon, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Mercer Putney Financial Advisors	1243 Alpine Rd Ste 219 Walnut Creek, CA 94596	92593xxxx0
Wealth & Tax Advisors Ifg Network Securities	1646 N California Blvd Ste 350 Walnut Creek, CA 94596	92593xxxx0
Ashby Wealth Management,	2947A Pine Ave, Berkeley, CA 94705	31225xxxx9	joh@a*********.com
Cedar Wealth Management	201 Spear St, San Francisco, CA 94105	41523xxxx7	inf@c*************.com
Merrill Lynch Wealth Management	555 California St, San Francisco, CA 94104	41567xxxx3	ban*******************@m.com
Michael Blacksburg - Estate Planning	San Francisco, CA 94114	41552xxxx7	cat****@b***********.com			4.9	186
Redwood Grove Wealth Mgmt	9 Bernard St Ste 2, Mill Valley, CA 94941	41551xxxx0	ang@r***********.com
CAVU Wealth Advisors, LLC	1220 Oakland Blvd #200, Walnut Creek, CA 94596	92538xxxx2	hil*@c*******.com	5	1			184	12	277
Pleasanton Wealth	218 Ray St, Pleasanton, CA 94566	92578xxxx2	afh*************@b****************.com
Law Offices of Chastity A. Schults	2940 Camino Diablo Ste 320 Walnut Creek, CA 94597	92527xxxx8	cha***@s*******.com			5	9
Saylor Financial Services	1320 Willow Pass Rd Suite 600, Concord, CA 94520	88883xxxx6	gre@s************.com
Quality Wealth Management	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92582xxxx3
Grant Private Wealth Management	1601 N Main St UNIT 204, Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com							35
Desmond Consulting Group	1850 Mt Diablo Blvd Ste 630 Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com			4.5	2	80	7	79
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
Blossom Wealth Management	2051 Danville Blvd, Alamo, CA 94507	92594xxxx9
CAVU Wealth Advisors	1220 Oakland Blvd Ste 200 Walnut Creek, CA 94596	92538xxxx2	dav@c*******.com
Wealth & Tax Planners	3021 Citrus Cir, Walnut Creek, CA 94598	92593xxxx0
HUNT WEALTH MANAGEMENT	1001 Galaxy Way, Concord, CA 94520	92527xxxx3	dav*****@h*****************.com
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
Private Wealth Financial Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92565xxxx4	inf@p*********.com
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com					14536		16000
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2.3	3	239	38	251
Wealth Enhancement Group	700 Larkspur Landing Cir Ste 109, Larkspur, CA 94939	41546xxxx0	aba**@w**************.com
Mercer Advisors Wealth Management	90 New Montgomery St Ste 1250, San Francisco, CA 94105	87749xxxx3	aar******@m***********.com					2847	28	2900
Dustin Brown - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0
Thrive Wealth Management - Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	dns***@a*.com
AssetMark	1655 Grant St 10TH FLOOR, Concord, CA 94520	80066xxxx5	aag**@a******.com	2.5	2			359		504
Jason Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Stonewater Wealth Management	1615 Saint Francis Ct, Benicia, CA 94510	70775xxxx7
Life&Wealth Advisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	joh@l******.com
Presidio Group Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
Tracy Lamond CFA-TLC Investment Management	4 Oak Forest Rd, Novato, CA 94949	41523xxxx0
Marshall Wealth Management Group	345 California St, San Francisco, CA 94104	41521xxxx5	bob*******@r.com
Retirement Wealth & Tax Advrs	3478 Buskirk Ave # 270, Pleasant Hill, CA 94523	92593xxxx0
David Bobrowsky, CFP	1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com			4.6	10
NorCal Tax & Bookkeeping	1849 Willow Pass Rd Ste 307 CONCORD, CA 94520	51075xxxx5				5	8
Grant Wealth Management No Selection	1601 N Main St, Walnut Creek, CA 94596	92589xxxx1
GKV Capital Management	1350 Treat Blvd UNIT 260, Walnut Creek, CA 94597	92562xxxx0	cbe***@g*******.com	5	1
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
IFC and Insurance Marketing, Inc.	102 El Dorado St Auburn, CA 95603	53088xxxx0	dav@i***.com			5	5
Putney Financial Group Registered Investment Advisors Wealth Management	1099 E St, San Rafael, CA 94901	41546xxxx0	a.j@p**************.com
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC	1320 Willow Pass Rd Fl 6th, Concord, CA 94520	40863xxxx2	dns***@a*.com	2	4
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
The Agency Real Estate & Finance	696 San Ramon Valley Blvd Ste 226 Danville, CA 94526	51029xxxx3	inf@t**********.com		27	5	39	525		551
Kelley Reed - State Farm Insurance Agent	3400 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92582xxxx8	kel*@a******.com			4.3	10	240	15	254
Merrill Lynch Wealth Management	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	ale********@m.com
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	fri*********@r.com					12807
Jean Chai - Private Wealth Advisor, Ameriprise Financial Services	1350 Burton Dr Ste 200, Vacaville, CA 95687	70745xxxx5	bri*********@a*.com	5	2			79		83
Linda R Walker	1650 Solano Ave, Berkeley, CA 94707	51052xxxx3	joh*****@l*****.com	5	2	5	16
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
Durrani Wang Wealth Partners	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
Terra Blue Wealth Management	3030 Bridgeway Ste 330, Sausalito, CA 94965	41572xxxx7	hel@t********.com
EP Wealth Advisors	250 Lafayette Cir Ste 203 Lafayette, CA 94549	92528xxxx1	ab@e*******.com
Rose Bridge Wealth Management Group-Morgan Stanley	1999 Harrison St, Oakland, CA 94612	51089xxxx0	acm*********@m**********.com
Creative Planning	333 Lorton Ave, Burlingame, CA 94010	65057xxxx0	a.j****@c*************.com	5	1			6353	125	7200
Vonderwerth Financial Services	3100 Zinfandel Dr #280, Rancho Cordova, CA 95670	91632xxxx8	von*******@c***********.com	5	1
James Agrusa - Financial Advisor, Ameriprise Financial Services, LLC	101 Gregory Ln STE 42, Pleasant Hill, CA 94523	92535xxxx7	dns***@a*.com
James With - Private Wealth Advisor, Ameriprise Financial Services, LLC	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Wilkinson Wealth Management	300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612	51062xxxx0	ste@s***********.com					106	3	156
Kenneth J Whitton, CPA	185 Front St Ste 201 Danville, CA 94526	92536xxxx5				5	2
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Cavu Wealth Advisors	1220 Oakland Blvd, Walnut Creek, CA 94596	92537xxxx7
Collins Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	joh******@c.rbcwealthmanagement					14536		16000
Bay Area Wealth Management - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx9	acm*********@m**********.com
Babylon Wealth Management	100 Steiner St, San Francisco, CA 94117	41585xxxx1	sto*@b**********.com					174		174
Pacific Wealth Planning	111 Deerwood Rd, San Ramon, CA 94583	92566xxxx4	d_j@p************.com
Insight Wealth Strategies	7275 National Drive, Suite C, Livermore, CA 94550	80031xxxx8	agr*@i***********.com
World Financial Group	1465 Civic Ct Ste 1010 Concord, CA 94520	92530xxxx7	dns****@a*****.com			2	4
Kelly, Brown & Reilly Wealth Management Group	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6
Mission Wealth	1 Sansome St Ste 3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
Morgan Stanley Wealth Management	1999 Harrison St, Oakland, CA 94612	51083xxxx0	acm*********@m**********.com
Wealth Acupuncture	6323 Telegraph Avenue, Oakland, CA 94609	51029xxxx0	wea************@o****.com
James Carbonell - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Ascension Wealth Partners LLC	391 Taylor Blvd # 125, Pleasant Hill, CA 94523	92579xxxx0	kor@a*********.com
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com					13904		15000
Pedder, Hesseltine, Walker & Toth, LLP	3445 Golden Gate Way Lafayette, CA 94549	92528xxxx6	mto@p******.com			4	4
Concentric Wealth Management	251 Lafayette Cir Ste 200, Lafayette, CA 94549	92596xxxx0	ama*@c**************.com
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Merrill Lynch Wealth Management	555 California St 9th Fl, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
ZRC Wealth Management, LLC	200 Pringle Ave #400, Walnut Creek, CA 94596	92596xxxx0	and*@z**.com
Connie Holt - Goldsum Insurance Solutions	1945 Contra Costa Blvd Ste 231052 Pleasant Hill, CA 94523	51086xxxx0				4.9	9
Deutsche Bank Wealth Management	101 California St, San Francisco, CA 94111	41561xxxx0	a.a@r****.com
Sequent Real Estate + Wealth Management	44 Montgomery St, San Francisco, CA 94104	41583xxxx1	cst*****@s*********.com
The Law Offices of William A. Massarweh	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Merrill Lynch Wealth Management	1331 N California Blvd Ste 400 Walnut Creek, CA 94596	92594xxxx0	aar********@s***.com			1.8	5
Esco, Hanan, and Associates - Ameriprise Financial Services, LLC	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	ale*********@a*.com
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com					14281		16000
Mercer Advisors	100 Pringle Ave STE 310, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2			2860	28	2900
Bohne Law Group	1350 Treat Blvd Ste 410 Walnut Creek, CA 94597	92592xxxx0	abo********@b**********.com			1.8	4
Wealth & Tax Planners	1777 Botelho Dr, Walnut Creek, CA 94596	92593xxxx0	kpe**@w*******.com
Morgan Stanley Wealth Management	1995 University Ave Ste 500, Berkeley, CA 94704	51064xxxx0	int********@m**********.com
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Stella Wealth Advisors	3635 Webster St, San Francisco, CA 94123	41537xxxx1	adr***@s*****************.com
TCP Wealth Management	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	92593xxxx6	bi@e******.com			5	1	54		55
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services, LLC	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Morgan Stanley Wealth Management	9000 Northgate Dr, San Rafael, CA 94903	41547xxxx1
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services	1005 A St Ste 315, San Rafael, CA 94901	41592xxxx1	dns***@a*.com
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com					13904		15000
Cresset	101 California St Suite 2900, San Francisco, CA 94111	41594xxxx4	aba****@c***********.com	5	1
Redwood Grove Wealth Management	Mill Valley, CA 94941	41538xxxx1
U.S. Bank – Wealth Management Banker: Leslie Henning	1875 Willow Pass Rd, Concord, CA 94520	92549xxxx7	aar**********@u***.com					345312	5823	347000
Wealth & Tax Planners-Financial Telesis Inc	1646 N California Blvd, Walnut Creek, CA 94596	92593xxxx0
Vitucci Integrated Planning	2890 N Main St Ste 201 Walnut Creek, CA 94597	92537xxxx0	can**@v************.com			5	3	103		111
Raroque Wealth Management	1410 31st Ave, San Francisco, CA 94122	41556xxxx0
Acclaro Wealth Management	1850 Mt Diablo Blvd Ste 401 Walnut Creek, CA 94596	92595xxxx4	fir@a**********.com
Enhance Wealth Advisors	121 Spear St, San Francisco, CA 94105	92593xxxx9	inf@e*******.com
Charles Schwab	1231 S California Blvd Walnut Creek, CA 94596	92597xxxx0	ask****@s***.com	3	21	3	21
Global Wealth Harbor	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	34792xxxx6	c18***************************@s***.wixpress
Gateway Financial Advisors	1801 N California Blvd Ste 106 Walnut Creek, CA 94596	92532xxxx7				5	4
United Capital Financial Advisors	1350 Treat Blvd Suite 340, Walnut Creek, CA 94597	41541xxxx0	car**@u****************.com
Jennifer Mitchell, CWS	1777 Botelho Dr Ste 105 Walnut Creek, CA 94596	92544xxxx7
Wealth Enhancement Group	3 Hamilton Lndg Ste 260, Novato, CA 94949	41538xxxx0	aba**@w**************.com
Opp Retirement Wealth Planning of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	lyn***@r*********.com
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	car**********@a*.com
Arbor Wealth Management	2855 Mitchell Dr Ste 203 Walnut Creek, CA 94598	92594xxxx0	k.l@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
Mission Wealth	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94596	41541xxxx0	ach**@m**********.com
Helen Abe - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx8
Lyon Wealth Management	1550 Tiburon Blvd, Belvedere Tiburon, CA 94920	41570xxxx2	abc***@h**************.com
Wealth Properties Inc.	1388 Sutter St, San Francisco, CA 94109	41534xxxx9	inf@b********.net
Miner Law Offices	Benicia, CA 94510	70790xxxx9	aal@l***.ee			5	19	243	29	243
Merrill Lynch Wealth Management	1715 2nd St, Napa, CA 94559	70725xxxx6
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com					402	10	392
The Common Wealth Club	116 The Embarcadero, San Francisco, CA 94105	41534xxxx4
Senior Wealth Management	395 Taylor Blvd Ste 107 Pleasant Hill, CA 94523	92524xxxx2
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
Mills Wealth Management	1030 Seminary St Ste D, Napa, CA 94559	70725xxxx5	qcj*****@w****************.com
Sampson Investment Management	171 Front St Ste 100 Danville, CA 94526	92574xxxx9	pat**@s***************.com			4	2
Presidio Wealth Mgmt	832 Sansome St, San Francisco, CA 94111	41573xxxx2
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
Olympia Wealth Management	3466 Mt Diablo Blvd C-207 Lafayette, CA 94549	92593xxxx1
Wealth Acupuncture	2940 Summit St Ste 2c, Oakland, CA 94609	51029xxxx0	wea************@o****.com								5	1
PathWise	2255 Contra Costa Blvd #207, Pleasant Hill, CA 94523	92593xxxx7	are@p******.co
Quality Wealth Management	2255 Contra Costa Blvd Pleasant Hill, CA 94523
Financially Arise Wealth Strategies & Insurance Solutions	3703 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx9	arg**@f*************.com
ETP Wealth Management	2950 Buskirk Ave #300, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Blossom Wealth Management	2141 N Donovan Way, San Ramon, CA 94582	92583xxxx9	cra@b******.com
Ascension Wealth Partners	391 Taylor Blvd Ste 125 Pleasant Hill, CA 94523	92579xxxx0
Pacific Precious Metals	1330 Broadway Ave N Suite E Walnut Creek, CA 94596	92554xxxx6	inf@p*******************.com	5	8	4.7	14
Jennifer Buich - Private Wealth Advisor, Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com
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
Carson Wealth	960 School St, Napa, CA 94559	70725xxxx5	abr**@c*********.com					2065	53	2300
The Ace Fiduciary Group	101 Gregory Ln Ste 51 Pleasant Hill, CA 94523	92590xxxx2	lor@a*********.com			4	3
Kerry Farley - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5	mat************@r.com							15
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	mic**********@r.com
Diamond Oak Wealth Partners - Raymond James	1840 San Miguel Dr Suite 202, Walnut Creek, CA 94596	92547xxxx4	aar**********@r*********.com
Meritage Wealth Advisory	1107 El Rio Ct, Livermore, CA 94551	92529xxxx6	inf@m*************.com							522
Hannah Wealth Management	675 Hegenberger Rd Ste 223, Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Lovell Wealth Management	1990 N. California Blvd. Suite 830, Walnut Creek, CA 94596	92593xxxx2	a@l*********************.com							24
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com					73		91
Peak 360 Wealth Management	931 Hartz Way Ste 220, Danville, CA 94526	92527xxxx0
Summit Wealth & Retirement Partners	1990 N California Blvd Ste 930, Walnut Creek, CA 94596	92592xxxx0
Gaylord Wealth Management	535 Mission St, San Francisco, CA 94105	41597xxxx9	afj*************@h*****************.com
Napa Valley Wealth Management	2255 Contra Costa Blvd Ste 310 Pleasant Hill, CA 94523	88888xxxx2	j.h*****@n***********************.com
Rockwood Wealth Management	68 Rockwood Ct, San Francisco, CA 94127	41559xxxx7	ste*********@r*******.com
Five T Wealth Management	591 Coombs St, Napa, CA 94559	70792xxxx1	and*@5*****.com
RBC Wealth Management Branch - Marin	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	rbc*******@r.com
NAPA Valley Wealth Management	1407 Oakland Blvd, Walnut Creek, CA 94596	92593xxxx0
Brad Rutledge - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx9	abc*****@u.com
Executive Wealth Strategies	156 Diablo Rd Ste 320 Danville, CA 94526	92526xxxx5	inf@e***************.com	5	1	5	3
Mercer Partners Wealth Management	1243 Alpine Rd Ste 219, Walnut Creek, CA 94596	92593xxxx0
Integrity Wealth Partners, LLC	1320 Mt Diablo Blvd #200, Walnut Creek, CA 94596	92530xxxx2	cha**@i****************.com					65	10	64
Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					126		130
The Kotarba Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Hanke & Co Wealth Management	100 Bush St, San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress	4.4	14					85
Oak Tree Wealth Management	3180 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx0	ben@o************.com
Lenfest & Associates - Ameriprise Financial Services, LLC	1255 Treat Blvd # 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122	681	28
GS Financial Services	Concord, CA 94520	92576xxxx5				5	1
Clakley Wealth Management of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com					17531		18000
Craig Bosse	1600 Rivera Ave Ste 100 Walnut Creek, CA 94596	92538xxxx7	cra*********@d***********.com			5	19
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com					13904		15000
Retirement Wealth & Tax Advisors	3478 Buskirk Ave Ste 270, Pleasant Hill, CA 94523	92593xxxx0
Mellon Private Wealth Management	525 Market St, San Francisco, CA 94105	41595xxxx0	jes**********@b******.com
Citi Personal Wealth Management	130 W Portal Ave, San Francisco, CA 94127	41573xxxx1	aar********@c******.com
Master Wealth	809 Podva Rd, Danville, CA 94526	51058xxxx0
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Liberty Business Advisors	675 Ygnacio Valley Rd Ste A202 Walnut Creek, CA 94596	92593xxxx0	aja@l****.com			3.6	20
Randi Bednarczyk - Diamond Oak Wealth Partners	1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com			5	3
Wealth Creating Investments	388 Market St Ste 1300, San Francisco, CA 94111	41541xxxx1
Law Offices of Patricia Rowe	1401 Franquette Ave Concord, CA 94520	92525xxxx0	jsm*@p*********.com			5	1
Preservation Wealth Management & Insurance Solutions	2121 N California Blvd #620, Walnut Creek, CA 94596		adm*****@c***.com
Clifton Kelly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	rbc*******@r.com
Modern Wealth Partners	3000 Executive Pkwy, San Ramon, CA 94583	92565xxxx8	ben***@m*******************.com
A W Private Wealth Management	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	a@a****.com
Lobdell & Lane Wealth Management	831 E 2nd St Ste 202 Benicia, CA 94510	70774xxxx9	sim*@l***********.com	5	2	5	1
Silverman & Jaffe, P.C.	1910 Olympic Blvd Ste 330 Walnut Creek, CA 94596	92570xxxx4	rsi*****@r**********.com			4.6	11			22
Wells Fargo Bank	3001 Railroad Ave Pittsburg, CA 94565	92543xxxx2	aar********@w*******.com	2.8	61	2.4	34	155684		11
Encompass Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx4	abc*****@u.com
Kuosen Fung - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	joh******@c.rbcwealthmanagement
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
Wang Wealth Management	1177 California St, San Francisco, CA 94108	41575xxxx7
Titus Wealth Management	700 Larkspur Landing Cir Ste 109, Larkspur, CA 94939	65037xxxx7	fre********@l.com
Enso Wealth Management	1051 Broadway, Sonoma, CA 95476	70734xxxx7
Journey Strategic Wealth, Kristin Bartlow	3201 Danville Blvd Suite 180, Alamo, CA 94507	41584xxxx3	aco**@j******.com	5	4
Nathan Mahlik - State Farm Insurance Agent	939 Hartz Way Ste 104 Danville, CA 94526	92583xxxx3	nat*@m**********.com			4.9	45
Merrill Lynch Wealth Management	2 Belvedere Pl Ste 100, Mill Valley, CA 94941	41528xxxx0	ale********@m.com
InConcert Financial Group	1981 N Broadway Ste 225 Walnut Creek, CA 94596	92582xxxx3	ari*@i********************.com
Matthew Larrabure - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3	joh******@c.rbcwealthmanagement							15
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*****@u.com
Ryder Brose, MFP RFC	1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596					5	1
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com
Morgan Stanley Wealth Management	1101 5th Ave, San Rafael, CA 94901	41545xxxx0	aal*****@m**********.com					113354	3089	131000
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93	775		833
EP Wealth Advisors	3738 Mt Diablo Blvd Ste 201 Lafayette, CA 94549	92529xxxx8	ab@e*******.com
Health is wealth home health agency LLC	3135 Clayton Rd suite 101, Concord, CA 94519	92544xxxx3	edn@h********************.com	5	2
The Demiris Law Firm	700 Ygnacio Valley Rd Walnut Creek, CA 94596	92537xxxx0	inf@d************.com			4.2	20
Oak Wealth Management	2890 N Main St Ste 306 Walnut Creek, CA 94597	92535xxxx0
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
Wealth & Tax Planners	3021 Citrus Cir #200, Walnut Creek, CA 94598	92537xxxx0	kpe**@w*******.com	1	1
Morgan Stanley Wealth Management	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	acm*********@m**********.com
Argos Wealth Advisors	4900 Redwood Rd, Napa, CA 94558	70725xxxx8	9f8***********************************@w***************.com
Bill Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	bob*******@r.com
World Wide Wealth LLC	131 Franklin St, San Francisco, CA 94102	41597xxxx3	bes****************@p*******.com
Element Wealth Management	1211 Newell Ave #120, Walnut Creek, CA 94596	92543xxxx3	chr**********@e******.com
Annuity General	Serving theConcord Area	80033xxxx4
Law Office of Glenn W Angers	3201 Danville Blvd Ste 275 Alamo, CA 94507	92583xxxx5				5	4
Nurtured Wealth	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	92528xxxx9	jes**@n***********.com			5	1
Spectrum Wealth Partners	3201 Danville Blvd Ste 190, Alamo, CA 94507	92557xxxx0	bra*****@l.com
All Seasons Real Estate, Loans & Tax	3128 Harbor St, Pittsburg, CA 94565	92542xxxx3	dj@i**********.business	4.8	5	4.5	8
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com					349		374
Summit Wealth & Retire Prtnrs	55 Oak Ct Ste 210, Danville, CA 94526	92592xxxx0	cxx****@s**********************.com	5	3
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
Foci Wealth Management - Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	foc*****@a*.com					75		91
Start Now Money Coach	Vallejo, CA 94591		ron**@s***************.com
Teodoro Wealth Management	265 Miller Ave Ste 200, Mill Valley, CA 94941	41588xxxx0	ale@t***********.com
Morgan Stanley Wealth Management	750 Lindaro St Ste 300, San Rafael, CA 94901	41546xxxx7	acm*********@m**********.com
Eric Englund - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3
Cost-U-Less Insurance	622 Contra Costa Blvd Pleasant Hill, CA 94523	92529xxxx5	inf@c*************.com			3.1	23	10883	50	10000
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					157		154
Natural Wealth Health Center	10360 San Pablo Ave, El Cerrito, CA 94530	51052xxxx8
The Gapper Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com					14536		16000
GBA Wealth Group	1390 Willow Pass Rd #900, Concord, CA 94520	92594xxxx4	inf@g************.com
Athena Wealth Strategies	2801 Pinole Valley Rd, Pinole, CA 94564	51096xxxx8
Nicholas Gardner - TIAA Wealth Management Advisor	1255 Treat Blvd # 300, Walnut Creek, CA 94597	88835xxxx6	acc****************@t*.org
Bank of the West	1969 Diamond Blvd Concord, CA 94520	92568xxxx0	aab**@b**********.com	2.7	22	2.1	26	98531	1411	99000
Edelman Financial Engines	370 Diablo Rd Ste 201 Danville, CA 94526	83375xxxx3	aar*****@e********************.com			5	2	18769	23	20000
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
Sally Ng CFP	2255 Contra Costa Blvd # 301, Pleasant Hill, CA 94523	92593xxxx1
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
Foci Wealth Management - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com					75		91
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC	1255 Treat Blvd # 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Tax Services	2678 North Main Street Suite 23 Walnut Creek, CA 94597	92576xxxx1				4.8	103
Wealth Enhancement Group	6333 Potrero Ave Ste 200, El Cerrito, CA 94530	51023xxxx4	aba**@w**************.com	5	3
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
Carson Wealth	2350 Kerner Blvd, San Rafael, CA 94901	41546xxxx8	afo*@c*********.com					2065	53	2300
BPM Wealth Management	555 California St, San Francisco, CA 94104	41547xxxx0	doe**@g**********.com
Evercore Wealth Management	425 California St, San Francisco, CA 94104	41528xxxx0	ale*****@e*****.com
Cornerstone Wealth Group	88 Kearny St, San Francisco, CA 94108	41531xxxx0	asm*@c********.com					257		270
Merrill Lynch Wealth Management	700 Main St, Napa, CA 94559	70725xxxx9	bro********@m.com	5	1
Northwestern Mutual Wealth Management	600 Montgomery St, San Francisco, CA 94111	41573xxxx5	nmw******@n***************.com
Deyoe Wealth Management	1400 Shattuck Ave Ste 1, Berkeley, CA 94709	51084xxxx2	dey********************@c***********.com
Shira Ridge Wealth Management	100 Larkspur Landing Cir Ste 203, Larkspur, CA 94939	41572xxxx5	aly@m***********.com
Marin Wealth Advisors	2121 N California Blvd Ste 290 Walnut Creek, CA 94596	80075xxxx8	inf@m*****************.com					132		130
Wealth Plus	2173 Francisco Blvd E Ste I, San Rafael, CA 94901	41545xxxx6
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com							117
Catalyst Private Wealth	101 Montgomery St Ste 850, San Francisco, CA 94104	41588xxxx0
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
Muirwood Private Wealth	1676 N California Blvd Ste 350, Walnut Creek, CA 94596	92543xxxx0	chr@m*******.com
Diana Wei - Private Wealth Advisor, Ameriprise Financial Services	1350 Burton Dr Ste 200, Vacaville, CA 95687	70745xxxx5	bri*********@a*.com
Redwood Wealth Partners	700 Larkspur Landing Cir, Larkspur, CA 94939	41530xxxx1
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Worldview Wealth Advisors	1 Samson St, San Francisco, CA 94104	50362xxxx0
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com					14536		16000
Merrill Lynch Wealth Management	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx0	ali************@m.com	5	1
Fiduciary Financial Group	1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596	41571xxxx1	adm@f******.com			3	2
Nurtured Wealth	Serving theConcord Area	92528xxxx9	jes**@n***********.com							114
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
Lakeshore Partners - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Morgan Stanley Wealth Management	700 Main St, Napa, CA 94559	70725xxxx3	acm*********@m**********.com
East Bay Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Nerheim	Alamo, CA 94507	92576xxxx2	sln****@g**.com
TIAA Financial Services	1676 N California Blvd Suite 119, Walnut Creek, CA 94596	88835xxxx6	acc****************@t*.org	5	1
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx0	cha***@m***********.com								5	3
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
James With - Private Wealth Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Treehouse Wealth Advisors	1600 S Main St Ste 195 Walnut Creek, CA 94596	41588xxxx6	and@t*************.com
Merrill Lynch Wealth Management	150 Parker St, Vacaville, CA 95688	92594xxxx0	ban*******************@m.com
Archvest Wealth Advisors	1390 Willow Pass Rd, Concord, CA 94520	92521xxxx0	adv***@a*****.com
Patrick Kenny - Northwestern Mutual Financial Representative	100 Pringle Ave Fl 5, Ste 505 Walnut Creek, CA 94596	92529xxxx8	abb******@n.com
U.S. Bancorp Investments - Financial Advisors: Justin Sayada	1875 Willow Pass Rd, Concord, CA 94520	92549xxxx8	aar**********@u***.com
The Wealth Conservatory	1751 Barcelona St, Livermore, CA 94550	92533xxxx6	bar***@w***************.com					212		212
Three Bridge Wealth Advisors	75 Sea Cliff Ave, San Francisco, CA 94121	41566xxxx1
Bill Grayson - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx5
The Diehl Mallory Group-Morgan Stanley Financial Wealth Advisors	555 California St, San Francisco, CA 94104	41591xxxx2	acm*********@m**********.com
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
Wealth Enhancement Group	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92535xxxx0	ada*******************@w**************.com
Terri Brown - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5
Deyoe Wealth Management Inc	2150 Shattuck Ave, Berkeley, CA 94704	51084xxxx2
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com					80	7	78
Merrill Lynch Wealth Management	1111 Broadway, Oakland, CA 94607	51020xxxx0	aas**********@m.com
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com					119		115
Gallagher Wealth Management	4155 Blackhawk Plaza Cir, Danville, CA 94506	92583xxxx3	chr@g************.com
Horizon Wealth Group	2682 Bishop Dr Ste 209, San Ramon, CA 94583	92524xxxx0	hor*****************@d*.jewellaprivacy							42
Hallie Hart - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx7	abc*****@u.com
Real Wealth Network CA Real Estate	171 Mayhew Way, Pleasant Hill, CA 94523	92528xxxx0	amy@r****************.com					4221		4700
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Ste 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com					35		36
Wealth Building Concepts	899 Northgate Dr, San Rafael, CA 94903	41549xxxx4
Babylon Wealth Management	1501 N Broadway Suite 204, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com	5	4			173		174
Morgan Stanley	1333 N California Blvd Ste 133 Walnut Creek, CA 94596	92593xxxx0				1.8	13
Shuyi KONG Wealth Management	138 Westlake Ave, Daly City, CA 94014	65075xxxx2
Modern Wealth Partners	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92527xxxx0	ben***@m*******************.com
Stuart Reilly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx7
Raroque Wealth Management	3755 Balboa St Ste 203, San Francisco, CA 94121	41556xxxx0
WTG Wealth Solutions	9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827	91658xxxx1				5	1
Conversant Wealth Management	500 La Gonda Way Ste 205 Danville, CA 94526	92543xxxx0	inf@c**************.com			5	9
Dunn Wealth Management of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92595xxxx0	aar**********@r*********.com
Fama Capital Wealth Management	505 Montgomery St 11th Fl, San Francisco, CA 94111	41587xxxx8
Real Wealth Network	1875 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0	amy@r****************.com					4214		4700
Conversant Wealth Management	500 La Gonda Way, Danville, CA 94526	92543xxxx0	inf@c**************.com
Arete Wealth Australia	2120 University Ave, Berkeley, CA 94704	88854xxxx0	exx@a*******.com
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com					233		232
Archvest Wealth Advisors	1390 Willow Pass Rd # 930, Concord, CA 94520	92521xxxx0	bri@a*******.com
Carson Wealth	250 Camino Alto, Mill Valley, CA 94941	41538xxxx8	abr**@c*********.com					2020	48	2200
Broadway Wealth Management Of LPL Financial	505 14th St Ste 900, Oakland, CA 94612	51090xxxx0	a.n***@l.com
David Marinoff-Bancwest Investment Services Wealth Financial Advisor	3300 Jefferson St, Napa, CA 94558	70729xxxx0	aab**@b**********.com		76			40848	177	41000
Bay Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abc*@u.com
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com					76		92
Matt Stephenson - TIAA Wealth Management Advisor	1255 Treat Blvd # 300, Walnut Creek, CA 94597	88835xxxx6	acc****************@t*.org					90925	538	91000
Hunt Wealth Management	1001 Galaxy Way Suite 203, Concord, CA 94520	92527xxxx3	dav*****@h*****************.com
One Stop Legal Solutions	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	80080xxxx0
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Books in Harmony	2930 Domingo Ave, Ste 1555, Berkeley, CA 94705	92530xxxx2	inf@b************.com			5	12
Concentric Wealth Management	251 Lafayette Cir Lafayette, CA 94549	92596xxxx0	ama*@c**************.com			5	1
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement					14640		16000
Tiedemann Wealth Management	101 California St, San Francisco, CA 94111	41539xxxx9	aho***@t************.com
Zhong Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Pring Turner Investment Management	1600 S Main St Ste 375 Walnut Creek, CA 94596	92528xxxx7	inf@p*********.com					15		20
David Fried, CRPC - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx5	abc*****@u.com
Insight Wealth Management	2600 10th St Ste 424, Berkeley, CA 94710	51064xxxx3	agr*@i***********.com					116	4	133
Thomas Doll	165 Lennon Ln #200, Walnut Creek, CA 94598	87793xxxx0	all**@t*******.com	5	4			497	55	501
Bridgepoint Funding	3478 Buskirk Ave, Ste 1000 Pleasant Hill, CA 94523	92547xxxx0	aol@b***.com	5	197	5	168
Law Office of Jennifer Jaynes	118 Camino Pablo Orinda, CA 94563	41537xxxx0	jfj@j*************.com			4.3	11
Oak Wealth Management, LLC	2890 N Main St #306, Walnut Creek, CA 94597	92535xxxx0
Justin Klueger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41551xxxx5	rbc*******@r.com
Arbor Wealth Management	2700 Ygnacio Valley Rd, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
Oak Wealth Management	2890 N Main St, Walnut Creek, CA 94597	92535xxxx0	inf@o***.net					264		261
JAG Financial Management Group - Ameriprise Financial Services, LLC	101 Gregory Ln STE 42, Pleasant Hill, CA 94523	92597xxxx0	dns***@a*.com
Acclaro Wealth Managment	1840 San Miguel Dr Main Dining Room, Walnut Creek, CA 94596	92595xxxx4	fir@a**********.com
Woods Financial & Insurance Services	1355 Willow Way #275, Concord, CA 94520	92524xxxx0
Arbor Wealth Management	2700 Ygnacio Valley Rd STE 275, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com	5	1
Moss CPA	1901 Olympic Blvd Ste 200 Walnut Creek, CA 94596	92548xxxx6	all@m****.com			4.3	12	38		39
Life & Wealthadvisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	fir@l*****.com
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
Investment Growth Management, Inc.	2001 Clayton Rd Suite 200 #28, Concord, CA 94520	92575xxxx7	and*@i***********************.com
Edward Schuller - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com					14536		16000
New Insight Wealth Advisors	111 Deerwood Rd, San Ramon, CA 94583	92523xxxx5	inf@n**************.com
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Senna Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx7	abc*****@u.com	5	1
Gaskin Wealth Management	318 Diablo Rd Ste 230, Danville, CA 94526	92583xxxx5	inf@i***************.com
Merrill Lynch Wealth Management	1995 University Ave, Berkeley, CA 94704	51054xxxx0	aas**********@m.com
Marin Wealth Advisors LLC	1901 Harrison St., Suite 1100,, Oakland, CA 94612	51021xxxx0	inf@m*****************.com
5T Wealth	595 Coombs St, Napa, CA 94559	70722xxxx0	chr@5*****.com	2.3	3			135	3	140
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Jones Henle & Schunck, CPA	135 Town And Country Dr Danville, CA 94526	92582xxxx1	adu*@j.com
Morgan Stanley Wealth Management	1 Sansome St Ste 1400, San Francisco, CA 94104	41598xxxx0	aar*********@m*********************.com
First Republic Bank - Temp. CLOSED	224 Brookwood Rd Orinda, CA 94563	92525xxxx3	aa@f************.com	3.7	6	4.1	19
Odyssey Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	abb*******@u.com
Pollak & Pollak Wealth Management - Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com		2			400	10	392
Grant Private Wealth Management Inc.	1601 N Main St Ste 204 Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com			5	3			33
Portico Wealth Advisors	17 E Sir Francis Drake Blvd Ste 218, Larkspur, CA 94939	41592xxxx0	bre*@p**********.com
Valley Oak Wealth Management	2 Ranch Dr, Novato, CA 94945	41589xxxx9	ann@v*********.com	5	14			238	42	262
Suzanne Krasna	1990 North California Blvd Ste 800 Krasna Financial Group Walnut Creek, CA 94596	92593xxxx2				1	1
Jay Sondhi, U.S. Bank Home Mortgage	1998 Mountain Blvd, Oakland, CA 94611	51039xxxx0	all*******@a***.usbank	5	53	5	132	345310	5614	347000
Raymond James & Associates	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Hawk Hill Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com		2
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7	232	51	234
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
Merrill Lynch Wealth Management	4900 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	al_*******@m.com	5	2
Invera Wealth Advisors of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	72069xxxx9	aar**********@r*********.com
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
Caselle Baker Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx1	abc*****@u.com
Tiffany Groode	Oakland, CA 94612	51096xxxx6	tif**@t**********.com			5	25			121
Desmond Wealth Management, Inc.	1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com
Summit Wealth Group	5030 Business Center Dr, Fairfield, CA 94534	70743xxxx3	fai****@s*********.net
JW Harrison Financial - Lodestar	1655 N Main St Ste 390 Walnut Creek, CA 94596	92583xxxx4	bry@j*******.com			5	9
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com
Ryan Duffy, CFP - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx2	abc*****@u.com
Michael S Ball - Financial Advisor, Ameriprise Financial Services, LLC	1255 Treat Blvd # 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Andreason Elisabeth, CFP, CAP	1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596	92593xxxx9	int********@m**********.com			5	6
Ascension Wealth Partners	391 Taylor Blvd, Pleasant Hill, CA 94523	92579xxxx0	jsm*@a********.com
EP Wealth Advisors	1333 N California Blvd Suite 100, Walnut Creek, CA 94596	92525xxxx2	ab@e*******.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	ann*********@a*.com
Tiburon Wealth Advisors	1001 Magnolia Ave, Larkspur, CA 94939	41541xxxx3	jsm*@t**********.com
Morgan Stanley - The Du Borg Group	1333 N California Blvd Ste 1333 Walnut Creek, CA 94596	41569xxxx4	acc********@m**********.com			5	1
BIGG Wealth Mgmt	1350 Treat Blvd, Walnut Creek, CA 94597	83389xxxx4	joh*****@b***********.com
RINA Wealth Management Services LLC	201 N Civic Dr #220, Walnut Creek, CA 94596	92521xxxx0
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
Merrill Lynch Wealth Management	101 California St 24th Fl, San Francisco, CA 94111	41527xxxx0	ale********@m.com
Hunter & Co, CPAs	1981 N Broadway Ste 330 Walnut Creek, CA 94596	92597xxxx9	joh****@a******************.com	4.5	4	3.9	14
Fisher & Wiens Wealth Management	4145 Blackhawk Plaza Cir, Danville, CA 94506	92596xxxx0	bea@f************.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
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
Kirsten Tangeman - Tangeman Wealth Management	Walnut Creek, CA 94597
Wealth Management Consultants	1111 Civic Dr, Walnut Creek, CA 94596	92593xxxx4
Nurtured Wealth	4037 Happy Valley Rd, Lafayette, CA 94549	92528xxxx9
Napper Wealth Planning of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92595xxxx2	aar**********@r*********.com					17531		18000
Magnus Du Borg-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com
Poplar Global Wealth Management	318 Westlake Ctr, Daly City, CA 94015	65075xxxx0	adm@p*.com
Health and Wealth Solutions	613 Escobar St Martinez, CA 94553	92595xxxx0
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
Best Haven Real Estate & Loans	3128 Harbor St Pittsburg, CA 94565	92520xxxx9				3.7	3
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 #900, Concord, CA 94520	80030xxxx4	nn@a********.com
Seacrest Wealth Management	7075 Redwood Blvd, Novato, CA 94945	70776xxxx0	amc******@s*******.com
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com					13904		15000
Jeff Wong Insurance Agency	638 1st St Ste C Benicia, CA 94510	70763xxxx3	fin*******@m.com			4.7	70
Richard Pagano - State Farm Insurance Agent	2317 Buchanan Rd Ste B Antioch, CA 94509	92577xxxx6	quo@r********.net	5	178	4.9	57	599	234	609
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
Mt Diablo Tax Pros	5356 Clayton Rd Ste 211A Concord, CA 94521	92552xxxx8	jro***@g**.com			4.5	49	93		102
Aventine Wealth Management	75 Broadway, San Francisco, CA 94111	41523xxxx0
ALA Bookkeeping Services	3124 Clayton Rd Concord, CA 94519	92560xxxx0	ala*********@g**.com	5	3	4.9	11	37	3	39
Vista Wealth Management	88 Kearny St, San Francisco, CA 94108	41548xxxx1	aan****@h*************.com							51
Pearl Wealth Advisors	1350 Treat Blvd Ste 170, Walnut Creek, CA 94597	92539xxxx1
Green Valley Wealth Advisors	2655 Van Ness Ave Ste 3, San Francisco, CA 94109	41568xxxx1
Juris Wealth	Walnut Creek, CA 94596	41599xxxx3	jes**@j********.com			1	1
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			4	4
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services, LLC	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	dns***@a*.com
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
Verity Wealth Advisors	220 Halleck St, San Francisco, CA 94129	41556xxxx0	and*@v*********.com
Aspire Planning Associates	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	92593xxxx3	bet@a************.com			5	8			52
Real Wealth Network	1815 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0
Nardene Wealth Management Inc	3130 Balfour Rd, Brentwood, CA 94513	92558xxxx7	ich******@n****.com
Wealth & Tax Planners	1646 N California Blvd Ste 350 Walnut Creek, CA 94596	92593xxxx0
Ryan Overton - TIAA Wealth Management Advisor	4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111	88884xxxx9	acc********@t*.org					90950	535	91000
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx4	dav*******@r.com
Wealth Enhancement Group	1999 Harrison St Ste 1530, Oakland, CA 94612	41598xxxx0	aba**@w**************.com
Argent Wealth Advisors, LLC	3736 Mount Diablo Blvd #300, Lafayette, CA 94549	92528xxxx0	jam@a**********.com
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
Summit Wealth & Retirement Partners	55 Oak Ct Ste 210 Danville, CA 94526	92592xxxx0	inf@s******.com			4.2	5
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Prime Wealth Management	2936 Domingo Ave, Berkeley, CA 94705	51084xxxx7
Capital Advantage	1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2	5	9	57		66
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Urda Wealth Management Inc	1001 2nd St, Napa, CA 94559	92574xxxx0
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com							203
Stoffer Wealth Advisors	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	41570xxxx0
Wealth Strategic	2269 Chestnut St, San Francisco, CA 94123	80021xxxx5
One Wealth Advisors	766 Valencia St, San Francisco, CA 94110	41572xxxx0	asc***@o******.net							227
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Ryan Kotarba - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Allworth Financial	1676 N California Blvd UNIT 410, Walnut Creek, CA 94596	92547xxxx4	all**********@a**************.com					5416	47	5500
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	aud***********@a*.com					41	9	70
Waypoint Wealth Partners	1 Belvedere Pl Ste 200, Mill Valley, CA 94941	87776xxxx2	abb@w********.com
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	22
Tangeman Wealth Management	999 Corporate Dr Ste 100 Ladera Ranch, CA 92694	92539xxxx5
John de Leuze - State Farm Insurance Agent	1078 Carol Ln Ste 100 Lafayette, CA 94549	92528xxxx0				5	1
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
Wealth Management & Financial Planning Services	PO Box 1171, Belvedere Tiburon, CA 94920	84448xxxx5
Lodestar	3201 Danville Blvd Ste 275 Alamo, CA 94507	92583xxxx4	ant**@l********.com
Merrill Lynch Wealth Management	315 Montgomery St, San Francisco, CA 94104	56139xxxx8	ale********@m.com
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
Jay Family Partners - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx1	abc*****@u.com
Sonoma Wealth Advisors	539 Broadway Ste A, Sonoma, CA 95476	70793xxxx4	ben@s*******************.com					640	15	664
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Etp Wealth Management	2950 Buskirk Ave, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Credo Wealth Management	1160 Battery St, San Francisco, CA 94111	41536xxxx2	cou*********@c****.com							27
Laurie Gardner	Berkeley, CA 94705		joh@l***********.com			4.9	16
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
The Law Offices of M Franklin Parrish	3478 Buskirk Ave Ste 308 Pleasant Hill,, CA 94523	92558xxxx0	fra@p*************.com
Grooms Wealth Management	250 Camino Alto, Ste 200, Mill Valley, CA 94941	62821xxxx3	sco@g*********.com
Chris Hays Wealth Management	237 Kearny St, San Francisco, CA 94108	41566xxxx9	con**@c************.com
Carl Ilg - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	mat************@r.com							15
Jeffrey Hill, CFP, AWMA - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx0	abc*****@u.com
Attain Wealth Protection	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546	20927xxxx0	inf@a********************.com			5	4
Salient-Friedman Wealth Management	1744 Novato Blvd Ste 200, Novato, CA 94947	41549xxxx0	afr****@f**********.com
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
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
Jackson Hewitt Tax Service	5023-B Clayton Rd Concord, CA 94521	92542xxxx0				4.2	29
Bespoke Wealth Advisors	1 Letterman Dr Ste C3-027, San Francisco, CA 94129	88847xxxx3	inf@b*******************.com
Tailwaters Private Wealth Management Group - UBS Financial Services Inc.	555 California St Ste 4650, San Francisco, CA 94104	41596xxxx1	aar*****@u.com					230271		243000
Patrick Farley - RBC Wealth Management Branch Director	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx4	mat************@r.com							15
Morgan Becker - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx9	acc********@m**********.com
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com					73		91
Citi Personal Wealth Management	333 Highland Ave, Piedmont, CA 94611	51065xxxx5	aar********@c******.com	5	3			213767		12
Wealth Enhancement Group	6201 Medau Pl Ste 101, Oakland, CA 94611	51033xxxx3	aba**@w**************.com
Advantage Wealth	3189 Danville Blvd Ste 280, Alamo, CA 94507	92583xxxx0	dwi*@a************.com
Richardson E Wealth Strategies	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	70739xxxx1	cri******@r************************.com
Pillar Wealth Management	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	83367xxxx6	chr@p*****.com
Eric Stubbs - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx5	wms********@r.com					13904		15000
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	dns***@a*.com
Joseph A. Seidler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com					12806
Lobdell & Lane Wealth Management	831 E 2nd St Ste 202, Benicia, CA 94510	70774xxxx9	adm@l***********.com
Farmers Insurance - Maria Carrillo	2655 Somersville Rd Antioch, CA 94509	92521xxxx1	aal***@f*********.com			5	2
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
Pleasanton Valley Insurance	65 Oak Ct Danville, CA 94526	92546xxxx1	ada@p******.com			5	1
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
Blossom Wealth Management	Alamo, CA 94507	92583xxxx9	blo*********@b******.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
Oster-Konigsberg Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Luna Xu - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
SRI Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Haven Wealth Management	505 Montgomery St Ste 1100, San Francisco, CA 94111	41587xxxx7	cpo*******@c**************.com					110		117
Capital Tax	2121 N California Blvd Ste 290 Walnut Creek, CA 94596	92597xxxx4	c18***************************@s***.wixpress	5	7	4.3	8			5
Polaris One - Business Coach	310 Laguna Vis Alameda, CA 94501	51028xxxx0	bob@p*********.com	5	14	5	1
Legacy Wealth Management Group	101 California St Suite 2710, San Francisco, CA 94111	41596xxxx3
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com					71		73
Hunt Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	92527xxxx2	dav*****@h*****************.com
UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92593xxxx0	abc*****@u.com	3	2
Altamont Wealth	486 S K St, Livermore, CA 94550	92560xxxx1	alt*************@d*.jewellaprivacy
Merrill Investment & Retirement Financial Center	5454 Ygnacio Valley Rd, Concord, CA 94521	92556xxxx0	dom***************@b**********.com
Konstantine Giannoutsos - TIAA Wealth Management Advisor	1255 Treat Blvd # 300, Walnut Creek, CA 94597	88835xxxx6	acc****************@t*.org
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
BSI Financial Services Inc	1355 Willow Way Suite 115, Concord, CA 94520	92593xxxx1		1	8
Ibarra Global Wealth Management	1769 Holland Cir, Walnut Creek, CA 94597	92593xxxx1
Rockridge Health Benefits	Oakland, CA 94611	51038xxxx2	2e0***********************************@w***************.com			5	32
Jay Weisbrod - Fairway Independent Mortgage	380 Diablo Rd, Ste 202 Danville, CA 94526	92520xxxx2	dom**@f******.com			5	18
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com							3
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	42	582	9	579
Babylon Wealth Management	1501 N Broadway, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com					174		174
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	62830xxxx4	ale****@f****.com	4.8	53	4.8	155			1100
Wealth Management Associates	400 Main St Ste 200, Pleasanton, CA 94566	92546xxxx8	and******@w*******.net							41
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	mic**********@r.com
Wine Country Wealth Management	809 Broadway, Sonoma, CA 95476	70793xxxx9
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
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
Vista Financial Partners - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx9	abc*****@u.com
Marin Wealth Advisors LLC	Walnut Creek, CA 94596	92537xxxx9	inf@m*****************.com
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
Cornerstone Wealth Management Group	533 Airport Blvd, Burlingame, CA 94010	65034xxxx0
Wealth Enhancement Group	1850 Mt Diablo Blvd #100, Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
Millennial Build	American Canyon, CA 94503	70765xxxx7
Italina Image & Branding	Walnut Creek, CA 94596	51071xxxx8	inf@v************.com	5	14	5	23
Treehouse Wealth Advisors	Walnut Creek, CA 94596	41588xxxx6	and@t*************.com							53
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Diablo CFO	223 Mountaire Pkwy Clayton, CA 94517	91621xxxx4	agu**********@g**.com
Magnus DuBorg - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com	5	2
Fortune Strategies	319 Diablo Rd Ste 100 Danville, CA 94526	92594xxxx2	aul**@f***************.com
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	abc*****@u.com
All Purpose Insurance Agency	5857 MacArthur Blvd, Oakland, CA 94605	51038xxxx0	con****@r*********.com	4.5	15	3	11	179	120	170
Castle Rock Wealth Management, LLC	1777 Botelho Dr #105, Walnut Creek, CA 94596	92547xxxx0	bob@c***********.com	5	1
Carey Wealth Management	2819 Crow Canyon Road, Suite 101, San Ramon, CA 94583	92540xxxx6	car******************************@c***********.com
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd, Ste 200, Walnut Creek, CA 94596	51021xxxx5	adm@p*********.com			5	1
Bay Area Tax Services	1848 Willow Pass Rd Ste 205 Concord, CA 94520	92527xxxx0	bay*************@g**.com			4.4	170	290	365
BAR Financial, LLC	1390 Willow Pass Rd Suite 900, Concord, CA 94520	92594xxxx4	aar***@b*********.net	1	1
Wcm Global Wealth	815 Jones Ave, Pinole, CA 94564	51072xxxx0
Bank of America Financial Center	3530 Mt Diablo Blvd Lafayette, CA 94549	92529xxxx0	aim***@b*.com			1.6	57
Pollak & Pollak Wealth Management - Ameriprise Financial	25 Orinda Way Ste 205 Orinda, CA 94563	92590xxxx0	dns***@a*.com			5	1	402	10	392
Edward Jones - Financial Advisor: Umberto Leone, CFP®\|CAP®	2485 Salvio St, Concord, CA 94520	92579xxxx6	a.j*******@e********.com	5	2			44		45
Index Gurus, Inc.		92535xxxx0	far@i*******.com	5	25
Destination Wealth Management	1255 Treat Blvd #900, Walnut Creek, CA 94597	92593xxxx0	act@d************.com	4.5	2
Gaskin Wealth Management	925 Country Club Dr, Moraga, CA 94556	92537xxxx5	fir@m*************.com
World Financial Group Inc	2280 Diamond Blvd #350, Concord, CA 94520	92568xxxx1	con**************@t*********.com	3.5	2
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	40837xxxx0	ada*****@m*.com
Margarita Perry - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	wms********@r.com					13904		15000
Peninsula Wealth, LLC	350 Townsend St Ste 411, San Francisco, CA 94107	65047xxxx3	a@p**************.com
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
Private Wealth Partners	591 Redwood Highway Frontage Rd, Mill Valley, CA 94941	41546xxxx0	a@p*****.com
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com					425		426
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
GG Tax & Services	3700 Delta Fair Blvd Ste K Antioch, CA 94509	92533xxxx0	ghe*@g**********.com	5	88	5	3
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Allan Moskowitz Affirmative Wealth Advisor	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0
Brian Wells - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx1	rbc*******@r.com
Avenir Mortgage Planners	140 Mayhew Way Ste 1000 Pleasant Hill, CA 94523	92562xxxx1	bre@a*****.com	5	145	5	171
U.S. Bank - Private Wealth Advisor: Sahar Khoury	200 Pringle Ave Suite 200, Walnut Creek, CA 94596	51072xxxx9	aar**********@u***.com					345326	5839	347000
RCH Wealth Management	18 Crow Canyon Ct, San Ramon, CA 94583	92574xxxx0	inf@r*******.com
Stelvio Wealth Partners	1981 N Broadway Suite 210, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
Balance 6	1261 Locust St Ste 9 Walnut Creek, CA 94596	92528xxxx6	lif@b******.biz			4.9	17	231
Faubion Wealth Management		92532xxxx0	inf@f*******.com	5	1			37		78
ZRC Wealth Management	200 Pringle Ave, Walnut Creek, CA 94596	92596xxxx0
Trunorth Wealth Management	39134 Blacow Rd, Fremont, CA 94538	51028xxxx5	ang********@t***********.com
Epic Wealth Management - CLOSED	851 Irwin St, San Rafael, CA 94901
Insight Wealth Strategies	2603 Camino Ramon Ste 350 San Ramon, CA 94583	92565xxxx0	agr*@i***********.com	5	4	4.8	22	116	4	132
Chai, Wei and Associates Wealth Management - Ameriprise Financial Services	1350 Burton Dr Ste 200, Vacaville, CA 95687	70745xxxx5	bri*********@a*.com							82
Angel Eyes Web Designs	6180 Jarvis Ave Ste R Newark, CA 94560	51073xxxx7	amk****@g**.com
True Wealth Advisory Group	1661 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx6	fir********@t**************.com
Amanda Ewing-Rice Law	Clayton, CA 94517	92533xxxx3	ama*@a***********.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
Balamuth Law	1220 Oakland Blvd Ste 220 Walnut Creek, CA 94596	92525xxxx4	kel@l***********.com			4.6	20
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
Perseus Wealth	1040 Adrienne Dr, Alamo, CA 94507	92593xxxx0	inf@p***********.com
Kevin Wilson Cetera Wealth Partners	2157 Country Hills Dr Ste 211, Antioch, CA 94509	92528xxxx6	kev@k******************.com
Acclaro Wealth Management	1840 San Miguel Dr, Walnut Creek, CA 94596	92593xxxx9
Wagner Loftin Investment Services	3478 Buskirk Ave #333, Pleasant Hill, CA 94523	92593xxxx6	cli********@w*******.com
Pharos Wealth Management	352 Ignacio Blvd, Novato, CA 94949	41520xxxx6	bri***@p*********.com	5	2					114
Pantera Wealth	1967 Orfanos Ranch Dr, Brentwood, CA 94513	92571xxxx6	des**@p**********.com
Peninsula Wealth - CLOSED	222 Vallejo St, San Francisco, CA 94111
Elevation Wealth Management	1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598	92534xxxx2
Pillar Wealth Management, LLC.	1255 Treat Blvd # 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Cavu Wealth Advisors	Serving theConcord Area	92547xxxx2	aar******@b******.com					182	12	275
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
Cavu Wealth Advisors	118 David Dr, Moraga, CA 94556	92538xxxx2	hil*@c*******.com					184	12	278
Jacobson Wealth Management	1030 Seminary St, Napa, CA 94559	70722xxxx4	dat***************@i**.de
Merrill Lynch Wealth Management Advisor Steve Catton	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx6	aar********@s***.com
Cypress Wealth Advisors	101 California St Ste 1025, San Francisco, CA 94111	41548xxxx0	byo*@c**********.com
WestPac Wealth Partners	2603 Camino Ramon Ste 475, San Ramon, CA 94583	92538xxxx0	aar********@w**********.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77	2847	28	2900
Napa Wealth Management	1836 2nd St, Napa, CA 94559	70725xxxx3	geo***@n*******.com	5	3
Wasser Wealth Management	2199 Norse Dr Ste A, Pleasant Hill, CA 94523	92572xxxx0	aar**********@r*********.com
Kragen Wealth Management Group of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Private Wealth Management \| U.S. Bank	200 Pringle Ave Suite 200, Walnut Creek, CA 94596	83396xxxx6	aar**********@u***.com
Echo45 Advisors	1801 N California Blvd Ste 101 Walnut Creek, CA 94596	92559xxxx9	inf@e************.com			5	3	277	4	285
Matthew Corrado - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx3	abc*****@u.com
Vintage Wealth Advisors	700 Main St, Napa, CA 94559	70749xxxx0	ang@v***********.com
Cedar Wealth Management	1990 N California Blvd 8th floor, Walnut Creek, CA 94596	41523xxxx7	inf@c*************.com
BNY Mellon Wealth Management	353 Sacramento St, San Francisco, CA 94111	41590xxxx8	aar@b**********************.com
MassMutual Northern California	1255 Treat Blvd #400, Walnut Creek, CA 94597	92594xxxx0	a@m*********.com	5	1			562	129	558
Mt. Diablo Private Wealth Advisors - Ameriprise Financial	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Owl and Ore Wealth Planning	3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523	92571xxxx7	owl****@o******.com	5	20					378
Patricia Ramirez - Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Enso Wealth Management	3470 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx5
Hawley Advisors	1600 S Main St Ste 190 Walnut Creek, CA 94596	92590xxxx0	inf@h************.com
Northwestern Mutual Life Insurance	100 Pringle Ave Ste 150 Walnut Creek, CA 94596	92539xxxx0	aar*********@n*.com			2	4	106375	16219
Perseus Wealth	1600 S Main St Ste 285, Walnut Creek, CA 94596	92593xxxx0	inf@p***********.com
Simplex Wealth Management	3160 Crow Canyon Rd, San Ramon, CA 94583	92580xxxx8	inf@s*******.com
Bingham Osborn & Scarborough Wealth Management	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aar*******@b******.com