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

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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
Young & Lucero Wealth Consulting Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Richard Bologna - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx2	dns***@a*.com
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
Bay Area Wealth Management Group	2410 Camino Ramon, San Ramon, CA 94583	92580xxxx4
Financial Services Network	411 Borel Ave #3521, San Mateo, CA 94402	65057xxxx4	aba@f***.com							223	5	245
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
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
Redwitz Wealth Management Group	910 E Hamilton Ave Ste 550, Campbell, CA 95008	40837xxxx0	amb@w*****.com							5551	180	5800
Biddle Law	1900 S Norfolk St, Ste 350 San Mateo, CA 94403	65053xxxx0	amb***@a********.com			5	43					15
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
Verity Wealth Advisors	1505 Bridgeway Ste 208, Sausalito, CA 94965	41572xxxx4	and*@v*********.com
Kestrel Investment Management Corporation	411 Borel Ave # 403, San Mateo, CA 94402	65057xxxx0	ake**@k**************.com
The Auyeung Wealth Management Group-Morgan Stanley	20400 Silicon Valley Ctr, Cupertino, CA 95014	40886xxxx8	acc********@m**********.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
Brickley Wealth Management	1900 Ofarrell St, San Mateo, CA 94403	65063xxxx1	aar@b***********.com
Gina Vallee - State Farm Insurance Agent	632 El Camino Real San Carlos, CA 94070	65059xxxx5		5	78	3.8	14
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
Merrill Lynch Wealth Management	555 California St, San Francisco, CA 94104	41567xxxx3	ban*******************@m.com
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
Merrill Lynch Financial Advisor Jennifer Huynh Buhl	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx5	aar********@s***.com
Redwood Grove Wealth Mgmt	9 Bernard St Ste 2, Mill Valley, CA 94941	41551xxxx0	ang@r***********.com
Pleasanton Wealth	218 Ray St, Pleasanton, CA 94566	92578xxxx2	afh*************@b****************.com
Quality Wealth Management	2255 Contra Costa Blvd Ste 312, Pleasant Hill, CA 94523	92582xxxx3
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
Alison Wealth Management	530 Lytton Ave Fl 2, Palo Alto, CA 94301	88861xxxx2	ala*******@a*********.com							237		259
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
TaxSquad - Laurence Weinhoff, EA	851 Burlway Rd Ste 101 Burlingame, CA 94010	65051xxxx4	inf@t******.com			4.7	35
Blossom Wealth Management	2051 Danville Blvd, Alamo, CA 94507	92594xxxx9
Khoshnevissan & Doğan Wealth Strategies	1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596	41583xxxx4	ale*****@r***.com
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41562xxxx3	dns***@a*.com
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
Paine Schwartz Partners, LLC	1 Franklin Pkwy # 910, San Mateo, CA 94403	65039xxxx0	ab@p************.com
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
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
New Stage Investment Group®	1900 S Norfolk St Ste 350 San Mateo, CA 94403	65045xxxx2	han@n****************.com
Worldwide Wealth Insurance Solutions	433 Airport Blvd Ste 403 Burlingame, CA 94010	65028xxxx3								216	348	219
Baywood Private Wealth Management / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65047xxxx7	flo@b********.com
Jason Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Marin Wealth Advisors	899 Northgate Dr Ste 300, San Rafael, CA 94903	41545xxxx0	inf@m*****************.com	4.4	7
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
Pharos Wealth Management	3030 Bridgeway Ste 245, Sausalito, CA 94965	41572xxxx0
Minkoff Wealth Partners-Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Marshall Wealth Management Group	345 California St, San Francisco, CA 94104	41521xxxx5	bob*******@r.com
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
Morgan Stanley	216 Lorton Ave Ste 200 Burlingame, CA 94010	65034xxxx0	int********@m**********.com			1	1
Grant Wealth Management No Selection	1601 N Main St, Walnut Creek, CA 94596	92589xxxx1
Vantage Wealth Management, Llc	66 Bovet Rd # 310, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
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
Putney Financial Group Registered Investment Advisors Wealth Management	1099 E St, San Rafael, CA 94901	41546xxxx0	a.j@p**************.com
Roland G. Bergman	1900 S Norfolk St, San Mateo, CA 94403	65074xxxx5	rol*@g***********.com
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com
Accretive Wealth Management	12657 Alcosta Blvd Ste 150, San Ramon, CA 94583	92536xxxx7	cri**************@a************.com
Humanity Wealth Advisors	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	51093xxxx8	hsh***@h***********.com
Fisher & Wiens Wealth Management	100 Railroad Ave, Danville, CA 94526	92596xxxx0	bea@f************.com
Golub Group	1850 Gateway Dr Ste 100 San Mateo, CA 94404	65021xxxx0	col*******@g*******.com			5	2
BFL Wealth Partners-Ameriprise Financial Services	3825 Hopyard Rd, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
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
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
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
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	80068xxxx7	a.j****@c*************.com	5	1					6353	125	7200
Fuller & Thaler Asset Management	411 Borel Ave # 300, San Mateo, CA 94402	65093xxxx0	afu**@f*********.com	4	4
DFD Accounting & Consulting Services	Redwood City, CA 94062	65040xxxx4	fil*@g****.com
Jlc Wealth Management Consultants	19925 Stevens Creek Blvd, Cupertino, CA 95014	40872xxxx4
Wilkinson Wealth Management	300 Frank H Ogawa Plz Ste 252, Oakland, CA 94612	51062xxxx0	ste@s***********.com							106	3	156
Merrill Lynch Financial Advisor Kate Ma Martinez	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx8	dom***************@b**********.com
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Palo Alto Wealth Advisors	715 Colorado Ave, Palo Alto, CA 94303	65065xxxx0	dia@p***********.com	5	3
Cavu Wealth Advisors	1220 Oakland Blvd, Walnut Creek, CA 94596	92537xxxx7
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
Collins Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	joh******@c.rbcwealthmanagement							14536		16000
Seacrest Wealth Management	899 Santa Cruz Ave, Menlo Park, CA 94025	65032xxxx0
Babylon Wealth Management	100 Steiner St, San Francisco, CA 94117	41585xxxx1	sto*@b**********.com							174		174
Pacific Wealth Planning	111 Deerwood Rd, San Ramon, CA 94583	92566xxxx4	d_j@p************.com
Wealth By Design	3030 Bridgeway Ste 109, Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5
Emerson Equity	155 Bovet Rd # 725, San Mateo, CA 94402	65031xxxx0	aba***@e**********.com							38	30	44
Kelly, Brown & Reilly Wealth Management Group	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6
Spinner Mortgage	205 De Anza Blvd Ste 269 San Mateo, CA 94402	65052xxxx0	edw@s************.com	5	2	4.9	57
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
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	ben*****@s************.com
Peter T. Bergquist - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx4	int********@m**********.com
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com							13904		15000
Securities America Inc	424 N San Mateo Dr #200, San Mateo, CA 94401	65054xxxx0	aar******@s**************.com
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
Lilani Wealth Management	951 Mariners Island Blvd Ste 300 San Mateo, CA 94404	88852xxxx2	inf@l********************.com
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
King Wealth Advisors	1900 S Norfolk Ste 350 San Mateo, CA 94403	65043xxxx8	jsm*@k***************.com			5	3
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
Private Portfolios	424 N San Mateo Dr San Mateo, CA 94401	65054xxxx0	bob@p****************.com
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com							14281		16000
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
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
SageCrest Wealth Management	1510 Fashion Is Blvd Ste 380 San Mateo, CA 94404	65057xxxx5	adi****@s********.com			3.7	9
Robbins Wealth Management - UBS Financial Services Inc.	2 Belvedere Pl Ste 220, Mill Valley, CA 94941	41536xxxx7	aar*****@u.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
Redwood Grove Wealth Management	Mill Valley, CA 94941	41538xxxx1
Wealth Plus	45 San Clemente Dr Ste A200, Corte Madera, CA 94925	41592xxxx6	ac@w************.com
Maheras Wealth Management,Inc.	155 Bovet Rd Ste 455 San Mateo, CA 94402	65052xxxx0	kst*@m********************.com
Aspire Planning Associates	1900 S Norfolk St Suite 396, San Mateo, CA 94403	92593xxxx3	bet@a************.com
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Wealth & Tax Planners-Financial Telesis Inc	1646 N California Blvd, Walnut Creek, CA 94596	92593xxxx0
Charles Schwab	1300 S El Camino Real UNIT 110, San Mateo, CA 94402	65035xxxx7	app*****************@s***.com	4.1	15
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
Merrill Lynch Financial Advisor Charles A Phelps	101 S Ellsworth Ave 4th floor, San Mateo, CA 94401	65057xxxx1	dom***************@b**********.com
Merrill Lynch Financial Advisor Simon Lui	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx6	aan*******@m.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							254	4	266
Nf Wealth Management	19450 Stevens Creek Blvd Ste 600, Cupertino, CA 95014	40834xxxx1
Merrill Lynch Financial Advisor Robert E Haeusslein	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx4	aan*******@m.com
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	car**********@a*.com
Peninsula Wealth - CLOSED	250 King St, San Francisco, CA 94107
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
Allstate Insurance: Michelle Pappe	San Mateo, CA 94403					5	8
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
Solutions Wealth Management	1885 Winchester Blvd Ste 201, Campbell, CA 95008	40837xxxx3	aar******@l.com								232	21000
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
Merrill Lynch Wealth Management	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
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
California Street Wealth Management	1000 4th St, San Rafael, CA 94901	62888xxxx8	edd@c****************.com
The Common Wealth Club	116 The Embarcadero, San Francisco, CA 94105	41534xxxx4
Baywood Private Wealth Management, LLC / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65031xxxx7	flo@b********.com
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
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Empowered Wealth	1000 4th St, San Rafael, CA 94901	80139xxxx0	ann@e*************.com
James River Wealth Advisors	1160 Battery St, San Francisco, CA 94111	80432xxxx7	ccl***@j*****.com									23
True Wealth Advisory Group	1600 S Main St Ste 202, Walnut Creek, CA 94596	92593xxxx6	inf@t***************.com	5	1
Farmers Insurance - Freddy Musa	1161 Cherry St Ste M San Carlos, CA 94070	40821xxxx0	abc*****@f****.com			4.2	5
Waverley Wealth Management	2570 El Camino Real, Los Altos, CA 94022	65055xxxx0	inq****@w***********.com
Holzberg Wealth Management	24 Hawthorne Ln., Corte Madera, CA 94925	41589xxxx6	inf@h***.org
Wealth Acupuncture	2940 Summit St Ste 2c, Oakland, CA 94609	51029xxxx0	wea************@o****.com										5	1
Lighthouse Wealth Management	181 2nd Ave, San Mateo, CA 94401	65068xxxx0	res****@l*********.com
Financially Arise Wealth Strategies & Insurance Solutions	3703 Mt Diablo Blvd, Lafayette, CA 94549	92529xxxx9	arg**@f*************.com
Blossom Wealth Management	2141 N Donovan Way, San Ramon, CA 94582	92583xxxx9	cra@b******.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
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
Gosho Financial Group	1900 S Norfolk St #350, San Mateo, CA 94403	65093xxxx8	inf@g********.com									14
Kerry Farley - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5	mat************@r.com									15
Family Wealth Consulting Group	10 Almaden Blvd, San Jose, CA 95113	40845xxxx0	cra@f*.net
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
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
Wealth Enhancement Group	400 S El Camino Real #260, San Mateo, CA 94402	41546xxxx0	aba**@w**************.com
Merrill Lynch Financial Advisor Cary T Koh	101 S Ellsworth Ave 4th floor, San Mateo, CA 94401	65057xxxx7	aar********@s***.com	5	2
Lovell Wealth Management	1990 N. California Blvd. Suite 830, Walnut Creek, CA 94596	92593xxxx2	a@l*********************.com									24
Beryl Wealth Management	511 4th St, San Rafael, CA 94901	41544xxxx5
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65059xxxx1	ant**@m**********.com							97	9	85
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com							73		91
Peak 360 Wealth Management	931 Hartz Way Ste 220, Danville, CA 94526	92527xxxx0
Summit Wealth & Retirement Partners	1990 N California Blvd Ste 930, Walnut Creek, CA 94596	92592xxxx0
Gaylord Wealth Management	535 Mission St, San Francisco, CA 94105	41597xxxx9	afj*************@h*****************.com
Wang Wealth Management	536 Irving St, San Francisco, CA 94122	41575xxxx7	xu.**@l.com
Accounting for Tax	951 Mariners Island Blvd Ste 344 San Mateo, CA 94404	65074xxxx2	acc***************@c***********.com			4.6	14
Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services, LLC	1900 O'Farrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Rockwood Wealth Management	68 Rockwood Ct, San Francisco, CA 94127	41559xxxx7	ste*********@r*******.com
EP Wealth Advisors	3 Lagoon Dr Ste 190, Redwood City, CA 94065	65071xxxx0	ab@e*******.com
RBC Wealth Management Branch - Marin	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	rbc*******@r.com
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
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
Oak Tree Wealth Management	3180 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx0	ben@o************.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
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
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
Merrill Lynch Financial Advisor Jason Ting	101 S Ellsworth Ave 4th floor, San Mateo, CA 94401	65057xxxx3	dom***************@b**********.com
Ketcham Capital	3 E Third Ave San Mateo, CA 94401	65037xxxx0	nke***@w******.com
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
Clifton Kelly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	rbc*******@r.com
Wealth Architects	800 W El Camino Real Ste 201, Mountain View, CA 94040	65032xxxx4
U.S. Bancorp Investments - Financial Advisors: David Ellis	390 S El Camino Real, San Mateo, CA 94402	65068xxxx6	aar**********@u***.com							345238	5474	348000
Hurley Wealth Management Group	1601 Bayshore Hwy, Burlingame, CA 94010	65051xxxx2	re@h***********.com
A W Private Wealth Management	2000 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx0	a@a****.com
Bailard	950 Tower Ln Ste 1900 Foster City, CA 94404	65057xxxx0	acr****@b****.com			1	2
Jewish Family and Children’s Services	2001 Winward Way Ste 200 San Mateo, CA 94404	65093xxxx0	adm@j*.org			5	1
Corinthian Wealth	1625 The Alameda, San Jose, CA 95126	40893xxxx2	cde*@c*************.com							21		24
Lateral Investment Management	400 S El Camino Real, San Mateo, CA 94402	65039xxxx0	ang*@l******.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
Kuosen Fung - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	joh******@c.rbcwealthmanagement
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Elmwood Wealth Management Inc	2027 4th St, Berkeley, CA 94710	51085xxxx3	bob@e************.com
Merrill Lynch Financial Advisor Sharon Mok	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx1	aar********@s***.com
Morgan Stanley Wealth Management	1 Kaiser Plz, Oakland, CA 94612	51083xxxx0	aar*********@m*********************.com
Paradigm Wealth Architects	2130 Stockton St Apt 314, San Francisco, CA 94133	54025xxxx4
HCM Wealth Mangement	485 Broadway Ste 800, Millbrae, CA 94030	65020xxxx1	hch*****@w**************.net
Wang Wealth Management	1177 California St, San Francisco, CA 94108	41575xxxx7
Titus Wealth Management	700 Larkspur Landing Cir Ste 109, Larkspur, CA 94939	65037xxxx7	fre********@l.com
Rydge Tax Services	851 Burlway Rd Ste 600 Burlingame, CA 94010	65068xxxx0				4.9	29
Patelco Credit Union	51 Bovet Rd San Mateo, CA 94402	80035xxxx8	aab**@p****.org	4	18	4.1	73			34184	704
Bailard, Inc.	950 Tower Ln #1900, Foster City, CA 94404	65057xxxx0	acr****@b****.com
McKinley Financial Group	3 Twin Dolphin Dr Ste 250 Redwood City, CA 94065	65055xxxx0	cme*@m********.com			5	5
Kao Wealth Management Inc	4320 Stevens Creek Blvd Ste 126, San Jose, CA 95129	40848xxxx0	aar******@l.com								238	21000
Scott Anderson, CFP - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx2	abc*****@u.com
Merrill Lynch Wealth Management	2 Belvedere Pl Ste 100, Mill Valley, CA 94941	41528xxxx0	ale********@m.com
Kk Wealth Advisors	4300 El Camino Real Ste 105, Los Altos, CA 94022	65094xxxx0
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
WealthSmart America	40994 Encyclopedia Cir, Fremont, CA 94538	51075xxxx7											5	1
Scott J. Taggart - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx7	int********@m**********.com
Jesse Waters \| LPL Financial	2024 Ticonderoga Dr, San Mateo, CA 94402	65053xxxx0	jes*******@l.com
Summitry	919 E Hillsdale Blvd STE 150, Foster City, CA 94404	65021xxxx0	atj*****@s*****.com	5	2
Engelman Accountancy Corporation	520 S El Camino Real Ste 410 San Mateo, CA 94402	65034xxxx5	jud@e*****************.com
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Crystal Springs Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx4	abb*******@u.com
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com
Morgan Stanley Wealth Management	1101 5th Ave, San Rafael, CA 94901	41545xxxx0	aal*****@m**********.com							113354	3089	131000
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93			775		833
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
Merrill Lynch Financial Advisor Russell T Bordonaro	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx2	aar********@s***.com
Pacific Wealth Management Group	303 Vintage Park Dr STE 120, Foster City, CA 94404	88879xxxx1
Bingham Osborn & Scarborough	203 Redwood Shores Pkwy Ste 510 Redwood City, CA 94065	65046xxxx6	aar*******@b******.com	5	1
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
JPS Global Investments	1161 Cherry St Ste C San Carlos, CA 94070	65059xxxx8	edm*@j************.com	5	1
NF Wealth Management - Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx0	amb**************@a*.com							63	4	62
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
World Wide Wealth LLC	131 Franklin St, San Francisco, CA 94102	41597xxxx3	bes****************@p*******.com
Annuity General	Serving theSan Mateo Area	80033xxxx4
Spectrum Wealth Partners	3201 Danville Blvd Ste 190, Alamo, CA 94507	92557xxxx0	bra*****@l.com
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com							349		374
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
Robert Alden McLalan - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx2	int********@m**********.com
Franklin Templeton	1 Franklin Pkwy #960, San Mateo, CA 94403	80063xxxx1	a.-****@f**************.com	3.1	16
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.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
Become	400 Concar Dr, San Mateo, CA 94402	83880xxxx4	ann****@b***.co	4.5	28					11068	5	12000
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
Maven Lane Financial Group	1700 S El Camino Real # 504, San Mateo, CA 94402	65038xxxx1
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
Athena Wealth Strategies	2801 Pinole Valley Rd, Pinole, CA 94564	51096xxxx8
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
Merrill Lynch Financial Advisor Sergio Giuseppe Santilli	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx5	dom***************@b**********.com
Balopole Investment Management Corp	1611 Borel Pl Suite 1, San Mateo, CA 94402	65057xxxx7	max@b*******.com
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
Foci Wealth Management - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com							75		91
AMS Capital Management LLC	1730 S El Camino Real, San Mateo, CA 94402	65034xxxx0	abb@a*****************.com
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
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
Papadoyannis & Associates - Ameriprise Financial Services, LLC	1900 O'Farrell St # 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Merrill Lynch Financial Advisor Sherman C Lee	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx3	dom***************@b**********.com
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
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
Shira Ridge Wealth Management	100 Larkspur Landing Cir Ste 203, Larkspur, CA 94939	41572xxxx5	aly@m***********.com
Merrill Lynch Wealth Management: Wong Josephine	101 S Ellsworth Ave # 4, San Mateo, CA 94401	65057xxxx5	aar********@s***.com
Wealth Plus	2173 Francisco Blvd E Ste I, San Rafael, CA 94901	41545xxxx6
Humanity Wealth Advisors	39899 Balentine Dr Ste 200, Newark, CA 94560	51093xxxx8	hsh***@h***********.com
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com									117
The 408 Group-Morgan Stanley Private Wealth Advisors	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
Merrill Lynch Financial Advisor Luvien Tran	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx4	aar********@s***.com
Catalyst Private Wealth	101 Montgomery St Ste 850, San Francisco, CA 94104	41588xxxx0
Ben B. Eshaghi, CFP	1900 S Norfolk St, San Mateo, CA 94403	65034xxxxxxx3	ben@e***************.com
Juno Moneta Wealth Advisors - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com		2
Carey Consulting Wealth Management Inc	3189 Danville Blvd, Alamo, CA 94507	92540xxxx6
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Redwood Wealth Partners	700 Larkspur Landing Cir, Larkspur, CA 94939	41530xxxx1
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Cycle of Wealth	1608 Hope Dr Apt 225, Santa Clara, CA 95054	40859xxxx6
Worldview Wealth Advisors	1 Samson St, San Francisco, CA 94104	50362xxxx0
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com							14536		16000
Merrill Lynch Financial Advisor Michael Ting	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx3	dom***************@b**********.com
Mark A Jones - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx1	acc********@m**********.com
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
McDowall Cotter	2070 Pioneer Ct San Mateo, CA 94403	65057xxxx3	aga**@m*******.net			4.1	9			128	19	136
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
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
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
Abacus Wealth Partners	973 Laurel St San Carlos, CA 94070	88842xxxx7	aca**@a*********.com	1	1	1	1			895		933
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
Integrated Wealth Consultants, Inc.	1010 B St Ste 333, San Rafael, CA 94901	41523xxxx7
The Wealth Conservatory	1751 Barcelona St, Livermore, CA 94550	92533xxxx6	bar***@w***************.com							212		212
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
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
Davenport Wealth Advisors	20980 Redwood Rd Ste 230, Castro Valley, CA 94546	51039xxxx8
Wealth Enhancement Group	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92535xxxx0	ada*******************@w**************.com
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
Terri Brown - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5
Deyoe Wealth Management Inc	2150 Shattuck Ave, Berkeley, CA 94704	51084xxxx2
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com							80	7	78
Merrill Lynch Wealth Management	1111 Broadway, Oakland, CA 94607	51020xxxx0	aas**********@m.com
Transitions Wealth Advisors	1100 Lincoln Ave Ste 240, San Jose, CA 95125	40835xxxx2	joh@t***********************.com
Morgan Stanley Wealth Management	16000 Los Gatos Blvd, Los Gatos, CA 95032	40835xxxx0
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com							119		115
Fluent Wealth Partners	10 Almaden Blvd, San Jose, CA 95113	40821xxxx0	aru*@w******.com
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	arm********@a*.com							200	4	202
Gallagher Wealth Management	4155 Blackhawk Plaza Cir, Danville, CA 94506	92583xxxx3	chr@g************.com
Heritage Wealth Advisors - Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	aid*****@a*.com							375	39	424
New Stage Investment Group	1900 S Norfolk St #350, San Mateo, CA 94403	65045xxxx2	han@n****************.com
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
CommonWealth Central Credit Union	3075 Union Ave, San Jose, CA 95124	80056xxxx8	jsm*@c***********.org							1891	78	1800
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Ste 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
Comerica Bank	444 S El Camino Real, San Mateo, CA 94402	65034xxxx4	abr*@c*****.com	2.6	5
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com							35		36
Wealth Building Concepts	899 Northgate Dr, San Rafael, CA 94903	41549xxxx4
Shuyi KONG Wealth Management	138 Westlake Ave, Daly City, CA 94014	65075xxxx2
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
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
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
Mindful Money Management	63 Bovet Rd, San Mateo, CA 94402	65033xxxx8
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Carr Wealth Management	4695 Chabot Dr Ste 200, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com
Fama Capital Wealth Management	505 Montgomery St 11th Fl, San Francisco, CA 94111	41587xxxx8
Real Wealth Network	1875 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0	amy@r****************.com							4214		4700
Conversant Wealth Management	500 La Gonda Way, Danville, CA 94526	92543xxxx0	inf@c**************.com
Arete Wealth Australia	2120 University Ave, Berkeley, CA 94704	88854xxxx0	exx@a*******.com
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com							233		232
Wealth Management Assoc	1065 E Hillsdale Blvd Foster City, CA 94404	65035xxxx6
Carson Wealth	250 Camino Alto, Mill Valley, CA 94941	41538xxxx8	abr**@c*********.com							2020	48	2200
LK Wealth & Asset Management	320 Family Farm Rd, Woodside, CA 94062	65043xxxx1	adv*********@h**************.com	5	3							514
Broadway Wealth Management Of LPL Financial	505 14th St Ste 900, Oakland, CA 94612	51090xxxx0	a.n***@l.com
MA Private Wealth, Financial Advisors	1355 A San Carlos Ave, San Carlos, CA 94070	65023xxxx1	bec@m************.com	5	11
Redwood Grove Wealth Management	100 Larkspur Landing Cir, Larkspur, CA 94939	41573xxxx3	ang@r***********.com
Relevant Wealth Advisors	100 Larkspur Landing Cir, Larkspur, CA 94939	41592xxxx0
Bay Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abc*@u.com
Wealth Enhancement Group	210 Eureka Sq, Pacifica, CA 94044	65075xxxx0	aba**@w**************.com
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com							76		92
Ketcham Capital	3 E 3rd Ave, San Mateo, CA 94401	65037xxxx0	nke***@w******.com
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
Home Wealth Development	1036 A St, Hayward, CA 94541	88830xxxx8
Yeager Wealth Management	400 S El Camino Real, San Mateo, CA 94402	65069xxxx0
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
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
Harvest Savings & Wealth Technologies	60 E Sir Francis Drake Blvd, Larkspur, CA 94939	41536xxxx3	car**@h******.com
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Roach Investment Services	177 Bovet Rd # 600, San Mateo, CA 94402	65063xxxx9	fir@r*************.com
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com									107
IEQ Capital	950 Tower Ln Suite 1800, Foster City, CA 94404	65058xxxx7	abr***@i*******.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
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
Etchebehere Law Group	1350 Old Bayshore Hwy Ste 520 Burlingame, CA 94010	65028xxxx2	all@e*********.com			5	25
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
Falk Barrot & Associates, LLP	865 Laurel St Ste 4 San Carlos, CA 94070	65046xxxx0	hea**@f*******.com			4.7	6
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
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
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
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
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
BluePointe Capital Management, LLC.	999 Baker Way #150, San Mateo, CA 94404	65029xxxx5	ali*@b**************.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
Merrill Lynch Financial Advisor Keith Virnoche	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx1	dom***************@b**********.com
Aaronson Dickerson Cohn & Lanzone	1001 Laurel St Ste A San Carlos, CA 94070	65059xxxx7	adc@a**.com			5	1
Global Wealth Partners	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ana*@g********************.com		12							35
Lincoln Financial Advisors	1510 Fashion Island Blvd # 210, San Mateo, CA 94404	65037xxxx1		4	2
Fisher Investments	1450 Fashion Island Blvd, San Mateo, CA 94404	65042xxxx6	a@f****************.com	5	2					162422	619	159000
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
Vantage Wealth Management	1 Waters Park Dr Ste 210 San Mateo, CA 94403	65063xxxx0	aar*****@v**************.com
Charles Guttas - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx7	int********@m**********.com
Pollak & Pollak Wealth Management - Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com		2					400	10	392
Portico Wealth Advisors	17 E Sir Francis Drake Blvd Ste 218, Larkspur, CA 94939	41592xxxx0	bre*@p**********.com
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
Merrill Lynch Financial Advisor Paul M Luciano	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx8	dom***************@b**********.com
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113377	3114	131000
Hawk Hill Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com		2
Into Wealth Inc	1551 Mccarthy Blvd, Milpitas, CA 95035	40826xxxx8	gov*******@i*******.com
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
Euphoria Financial Services	1818 Gilbreth Rd Ste 230 Burlingame, CA 94010	41596xxxx0	dns****@a*****.com			5	1
Bingham Osborn & Scarborough Wealth Management	203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065	65046xxxx6	aar*******@b******.com
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
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
McCarthy Asset Management	3 Lagoon Dr Ste 155 Redwood City, CA 94065	65061xxxx0	ant**@m**********.com			5	1			97	9	85
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
Bridge Investment Group	520 S El Camino Real # 330, San Mateo, CA 94402	65057xxxx0
Stewart Wealth Management	1050 Northgate Dr, San Rafael, CA 94903	41549xxxx4	aar**********@r*********.com							17531		18000
Relevant Wealth Advisors	2 Belvedere Pl Ste 350, Mill Valley, CA 94941	41588xxxx3	cul*@g******.com
Desmond Wealth Management, Inc.	1850 Mt Diablo Blvd Ste 630, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com
Jeffrey S Taggart - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx5	int********@m**********.com
Ascension Wealth Partners	391 Taylor Blvd, Pleasant Hill, CA 94523	92579xxxx0	jsm*@a********.com
EP Wealth Advisors	1333 N California Blvd Ste 100, Walnut Creek, CA 94596	92528xxxx1	ab@e*******.com
Tiburon Wealth Advisors	1001 Magnolia Ave, Larkspur, CA 94939	41541xxxx3	jsm*@t**********.com
Silicon Private Wealth	48883 Crown Ridge Cmn, Fremont, CA 94539	51057xxxx2	bal***@s*****************.com
J Lc Wealth Management Inc	1302 Lincoln Ave, San Jose, CA 95125	40889xxxx0	gre**********@l.com
Strive Wealth Builders	828 San Pablo Ave Ste 105D, Albany, CA 94706	51083xxxx4
First Bank Loan Production Agency	1900 O'Farrell St Suite 250, San Mateo, CA 94403	65057xxxx8	cus***********@m****.bank	5	1
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
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
Loew Law Group	1650 Borel Pl Ste 123 San Mateo, CA 94402	65039xxxx0	059***********************************@w***************.com	5	8	3.8	8					56
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
Merrill Lynch Financial Advisor Kevin J Carlson	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx7	ali************@m.com
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
Integrated Wealth Management	1275 Lincoln Ave Ste 8, San Jose, CA 95125	40828xxxx6
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
Merrill Lynch Financial Advisor Jeffrey Ting	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx1	ale********@m.com
Yoder Wealth Management	2033 N Main St Ste 1060, Walnut Creek, CA 94596	92569xxxx0	ana@y*****.com
Hurley Wealth Management Group	1601 Bayshore Hwy Ste 302 Burlingame, CA 94010	85548xxxx3	re@h***********.com			3	2
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
Brickley Wealth Management	1900 O'Farrell St # 330, San Mateo, CA 94403	65063xxxx1	aar@b***********.com	3.5	2					28		33
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
Merrill Lynch Financial Advisor Matthew P Murrer	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx2	dom***************@b**********.com
Vestnomics Wealth Management	65 W Hamilton Ave, Campbell, CA 95008	40833xxxx0	cra@v*******.com
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
Empirical Wealth Management	1300 S El Camino Real Suite 302, San Mateo, CA 94402	65025xxxx7	aba**@e******.net									2500
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
Wings of Wealth Refunds	487 La Scena Place, San Jose, CA 95128	77227xxxx7
Inglis Wealth Consulting Services - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx9
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
SVB Private	160 Bovet Rd, San Mateo, CA 94402	65037xxxx0	aa@s**.com	3	2
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
Merrill Lynch Financial Advisor Tara S Fowler	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx4	dom***************@b**********.com
Scott G. Jower - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx4
Theodore Simos - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Emily Chan Wealth Advisors	1005 A St, San Rafael, CA 94901	41552xxxx7	dns***@a*.com
Chris Spence - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5
Potentia Wealth	1226 Lincoln Ave, San Jose, CA 95125	40828xxxx6	ask@p*************.com							356	19	359
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
Aventine Wealth Management	75 Broadway, San Francisco, CA 94111	41523xxxx0
Summit Financial Advisors	1700 S El Camino Real Suite 385, San Mateo, CA 94402	65035xxxx0	inf@s*************.com
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
Todd Ringoen - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx5	abc*****@u.com
Pearl Wealth Advisors	1350 Treat Blvd Ste 170, Walnut Creek, CA 94597	92539xxxx1
Green Valley Wealth Advisors	2655 Van Ness Ave Ste 3, San Francisco, CA 94109	41568xxxx1
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx6	dns***@a*.com
Winship Wealth Partners	442 Post St, San Francisco, CA 94102	41545xxxx0	csl**@w**********.com										5	2
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
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Heritage Financial North	1700 S El Camino Real Suite 375, San Mateo, CA 94402	65057xxxx5		3	1							48
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
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
Merrill Lynch Financial Advisor Deepak Ganju	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx0	dom***************@b**********.com
FocusYOU	1670 S Amphlett Blvd suite 214-49, San Mateo, CA 94402	65068xxxx9	423***********************************@w***************.com	5	1
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
AdvicePeriod	1900 S Norfolk St #350, San Mateo, CA 94403	42428xxxx0	a@a***********.com
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
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx6	abc*****@u.com
Edward Jones - Financial Advisor: Erin Sinclair, CFP®	411 Borel Ave Suite 505, San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Stoffer Wealth Advisors	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	41570xxxx0
Wealth Strategic	2269 Chestnut St, San Francisco, CA 94123	80021xxxx5
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
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
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
Athena Wealth Strategies	1510 Fashion Island Blvd, San Mateo, CA 94404	65037xxxx8	inf@a********************.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
Joy Ellison - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx9	abc*****@u.com
Waypoint Wealth Partners	1 Belvedere Pl Ste 200, Mill Valley, CA 94941	87776xxxx2	abb@w********.com
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
Divorce Mortgage Advisors	840 Hinckley Walk Ste 150 Burlingame, CA 94010	65029xxxx6	inf@p*********.com			5	3
Wealth Management & Financial Planning Services	PO Box 1171, Belvedere Tiburon, CA 94920	84448xxxx5
Management Wealth	1101 5th Ave Ste 110, San Rafael, CA 94901	41545xxxx0
Merrill Lynch Wealth Management	315 Montgomery St, San Francisco, CA 94104	56139xxxx8	ale********@m.com
Wealth Capital Insurance Solutions	840 Hinckley Rd Ste 226, Burlingame, CA 94010	65025xxxx7
Ready Wealth Advisors	898 Amberwood Ct, Walnut Creek, CA 94598	92593xxxx4
Enhance Wealth Advisors	700 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92593xxxx9	enh********@d***************.com									35
Tenenbaum Wealth Partners	2 Embarcadero Ctr, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
Brickley Wealth Management	55 Spear St, San Francisco, CA 94105	41569xxxx5	aar@b***********.com
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	34					165
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
SD Mayer & Associates LLP	411 Borel Ave Ste 512 San Mateo, CA 94402	65057xxxx0	abe@s****.com
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
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
Merrill Lynch Financial Advisor Tushar Zalpuri	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx6	ali************@m.com
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
Maclise Grooms Wealth	250 Camino Alto Ste 200, Mill Valley, CA 94941	41538xxxx8
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5416	47	5500
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
Ting & Associates at Merrill Lynch	101 S Ellsworth Ave 4th floor, San Mateo, CA 94401	65057xxxx8	aas**********@m.com	5	1
Dina Hall - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx6
Grooms Wealth Management	250 Camino Alto, Ste 200, Mill Valley, CA 94941	62821xxxx3	sco@g*********.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
Carl Ilg - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	mat************@r.com									15
Tamarind Financial Planning	1900 S Norfolk St #350, San Mateo, CA 94403	65066xxxx1	alc*@t**************.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
Merrill Lynch Financial Advisor Rajiv Eluthesen	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx2	dom***************@b**********.com	5	1
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
Merrill Edge	909 E Hillsdale Blvd, Foster City, CA 94404	65058xxxx2	dom***************@b**********.com
Citi Personal Wealth Management	2000 Shattuck Ave, Berkeley, CA 94704	51084xxxx6	aar********@c******.com
Bespoke Wealth Advisors	1 Letterman Dr Ste C3-027, San Francisco, CA 94129	88847xxxx3	inf@b*******************.com
Tailwaters Private Wealth Management Group - UBS Financial Services Inc.	555 California St Ste 4650, San Francisco, CA 94104	41596xxxx1	aar*****@u.com							230271		243000
Upward Credit Union	1860 El Camino Real Ste 100 Burlingame, CA 94010	65023xxxx0	bd@u*******.org			4.3	25
Patrick Farley - RBC Wealth Management Branch Director	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx4	mat************@r.com									15
Spinnaker Wealth Management	433 Airport Blvd Burlingame, CA 94010	65034xxxx8
Emery Howard Portfolio Management	333 Lorton Ave Burlingame, CA 94010	65057xxxx0	joh@e*********.com			5	1
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	31053xxxx0	al_*******@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
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
Merrill Lynch Financial Advisor Dane R Tinley	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65057xxxx1	aar********@s***.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
Wealthfront	900 Middlefield Rd Ste 200 Redwood City, CA 94063	18005xxxxx3	a.-*****@w********.com			2.2	20			60351		61000
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
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
The Weala Group - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx0	int********@m**********.com
Titus Wealth Management	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx2	aan**@t********.com
Private Portfolios Inc.	424 N San Mateo Dr #200, San Mateo, CA 94401	65054xxxx0	bob@p****************.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
CLEAR Retirement Advice	1900 S Norfolk St #350, San Mateo, CA 94403	80022xxxx0	inf@c*******************.com
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
George Papadoyannis - Ameriprise Financial Services, Inc.	1900 O'Farrell St # 180, San Mateo, CA 94403	65059xxxx0	dan**********@a*.com	5	1					400		419
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
Chen Financial Group, LLC	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65063xxxx0
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
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
Merrill Lynch Financial Advisor Linhvien Tran	101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401	65047xxxx4	aan*******@m.com
H L Financial Group	181 2nd Ave #456, San Mateo, CA 94401	65034xxxx0	tom@h*************.com
Callan and Lindahl Wealth Management	1100 Lincoln Ave, San Jose, CA 95125	40828xxxx0	gre**********@l.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
G H Hubbell & Associates	1900 S Norfolk St, San Mateo, CA 94403	65057xxxx1		5	1
Charles Schwab	1300 S El Camino Real Ste 205 San Mateo, CA 94402	65035xxxx7	ian*********@s***.com			2.7	27
Burlingame Wealth Management	345 Lorton Ave Ste 201 Burlingame, CA 94010	65059xxxx0	dav@b*************.com			5	10
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
Jeff Weber - The Wealth Consulting Group	San Mateo, CA 94402	65037xxxx7				5	4
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
Briand Kitchens	1875 S Grant Ste 750 San Mateo, CA 94402	78638xxxx7
Babylon Wealth Management	1501 N Broadway, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com							174		174
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	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
Lilani Wealth Management	540 Ralston Ave Ste E Belmont, CA 94002	88852xxxx2	aki@l*******************.com							442	43
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	mic**********@r.com
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
Damon Chan - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx4	int********@m**********.com
Peter de Castro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com							14536		16000
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Citi Personal Wealth Management	11 E 3rd Ave, San Mateo, CA 94401	65055xxxx2	ale*******@c*.com							151265	2091	11
Morgan Stanley Wealth Management	8239 Enterprise Dr, Newark, CA 94560	51079xxxx0	acm*********@m**********.com							6426	58	6500
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com							2		2
Storace Wealth Services	222 Railroad Ave, Danville, CA 94526	92531xxxx0
Grealish Investment Counseling	1710 S Amphlett Blvd #117, San Mateo, CA 94402	65095xxxx8	ken@g********.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
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
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
Morgan Stanley Wealth Management	225 W Santa Clara St, San Jose, CA 95113	40894xxxx0	acm*********@m**********.com
Timeless Estate Planning - Law Offices of Laura Croft	20 Park Rd Ste D Burlingame, CA 94010	65078xxxx2	inf@t********************.com	4.9	48	4.8	42			426	8	503
Private Wealth Financial Partners	2105 S Bascom Ave, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Carr McClellan	216 Park Rd Burlingame, CA 94010	65034xxxx0	afr***@c***********.com			3	2
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
SageCrest Wealth Management	1065 E Hillsdale Blvd Ste 310, Foster City, CA 94404	80035xxxx0
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	abc*****@u.com
Phillip Campit - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org							90921	538	91000
Martin Wealth Management	1145 Merrill St, Menlo Park, CA 94025	65028xxxx0	hos*****@w*******.com
The Cheng Group - Morgan Stanley	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx1	acc********@m**********.com
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
Dragon Tax & Accounting Services	1700 S El Camino Real Fl 2 Ste 222 Borel Estate Building San Mateo, CA 94402	65034xxxx4	tax@d********.com			4.1	31
Gordian Wealth Advisors	100 Shoreline Hwy, Mill Valley, CA 94941	41533xxxx0	ehe**@g******.com
Titus Wealth Management	411 Borel Ave Ste 650 San Mateo, CA 94402	65057xxxx2
Bay Wealth Legal Group, LLP	909 Laurel St San Carlos, CA 94070	65077xxxx2	mli@b************.com	4.8	4	3.8	6
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
Wcm Global Wealth	815 Jones Ave, Pinole, CA 94564	51072xxxx0
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
Morgan Stanley Financial Advisors	411 Borel Ave Suite 220, San Mateo, CA 94402	65035xxxx0	acc********@m**********.com
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
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	40837xxxx0	ada*****@m*.com
Margarita Perry - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	wms********@r.com							13904		15000
Peninsula Wealth, LLC	350 Townsend St Ste 411, San Francisco, CA 94107	65047xxxx3	a@p**************.com
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
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
Private Wealth Partners	591 Redwood Hwy Frontage Rd, Mill Valley, CA 94941	41546xxxx0	asa@p***.com
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com							425		426
Life Guard Wealth	1010 B St, San Rafael, CA 94901	41544xxxx7	inf@r*******.com							995	8	1000
ESO Fund	635 Mariners Island Blvd STE 204, San Mateo, CA 94404	65026xxxx0	and*@e****.com	4.3	22
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
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Retirement Wealth & Tax Advisors	3478 Buskirk Ave Ste 270, Pleasant Hill, CA 94523	92593xxxx0	bri@w*********.com
Hartley Law	100 El Camino Real Ground Burlingame, CA 94010	65076xxxx7
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Allan Moskowitz Affirmative Wealth Advisor	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0
Brian Wells - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx1	rbc*******@r.com
RCH Wealth Management	18 Crow Canyon Ct, San Ramon, CA 94583	92574xxxx0	inf@r*******.com
Golden Gate Financial	1395 San Carlos Ave San Carlos, CA 94070	65034xxxx0	bma***@g*********.com
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	80031xxxx8	agr*@i***********.com										5	1
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
Polaris Wealth Advisers	824 E St, San Rafael, CA 94901	41545xxxx8	inf@r*******.com
Robert Cummins - UBS Financial Services Inc.	400 S El Camino Real #900, San Mateo, CA 94402	65069xxxx4	abc*****@u.com
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
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
Maheras Wealth Management	155 Bovet Rd, San Mateo, CA 94402	65052xxxx0	kst*@m********************.com									229
Merrill Lynch Wealth Management	50 W San Fernando St, San Jose, CA 95113	40828xxxx0	ali************@m.com
Acclaro Wealth Management	1840 San Miguel Dr, Walnut Creek, CA 94596	92593xxxx9
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
Sid Financial Services, LLC	1710 S Amphlett Blvd #128, San Mateo, CA 94402	65037xxxx8	ine@s*********.com	5	3
Pillar Wealth Management, LLC.	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Morgan Stanley Wealth Management	555 California St, San Francisco, CA 94104	41598xxxx0	aal*****@m**********.com							113348	3099	131000
The Law Office of John Iaccarino	1220 Howard Ave Ste 250 Burlingame, CA 94010	65028xxxx1				3.7	18
Sterling Bank & Trust	15 E 4th Ave, San Mateo, CA 94401	65068xxxx3	ar@s***********.com	3	2
Bfm Wealth Management	2610 Crow Canyon Rd, San Ramon, CA 94583	92583xxxx4	aaf**********@a.com
Silicon Valley Wealth Law	1840 Gateway Dr Ste 200, San Mateo, CA 94404	65042xxxx2
Cavu Wealth Advisors	118 David Dr, Moraga, CA 94556	92538xxxx2	hil*@c*******.com							184	12	278
Ryan Lee - Financial Advisor, Ameriprise Financial Services, LLC	1900 O'Farrell St # 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Fausto Law	830 Old County Rd Belmont, CA 94002	65094xxxx4	c18***************************@s***.wixpress		71	4.6	10
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
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
Better Wealth	1475 Saratoga Ave, San Jose, CA 95129	40865xxxx0	and*@b*********.us
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
Jlfranklin Wealth Planning	900 Larkspur Landing Cir, Larkspur, CA 94939	41592xxxx0	amy***@j******.com									210
BNY Mellon Wealth Management	353 Sacramento St, San Francisco, CA 94111	41590xxxx8	aar@b**********************.com
Bank of America Financial Center	909 E Hillsdale Blvd Foster City, CA 94404	65035xxxx4	aja********@m.com	2.3	48	2.4	55
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
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