Business List: Wealth in Walnut Creek, CA, United States

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

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Broadway Wealth Management	1255 Treat Blvd Suite 100, Walnut Creek, CA 94597	51090xxxx0
David Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Edelman Financial Engines	2175 N California Blvd #800, Walnut Creek, CA 94596	83375xxxx3	aar*****@e********************.com					18769	23	20000
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Bay Area Wealth Management Group	2410 Camino Ramon, San Ramon, CA 94583	92580xxxx4
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91	107401	16349	108000
Alpha Wealth Management and Planning	350 Ignacio Blvd Ste 105, Novato, CA 94949	41550xxxx9	akr***@a*****.com
Mighty Nonprofits	Oakland, CA 94605	41599xxxx9	c18***************************@s***.wixpress	5	6	5	4			342
Life&Wealth Advisors	1399 Ygnacio Valley Blvd Ste 29 Walnut Creek, CA 94598	92593xxxx0
Phuong La, EA	San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Spiegelman Wealth Management	985 Moraga Rd Ste 203 Lafayette, CA 94549	92538xxxx0	ada@s**************.com
Nardene Wealth Management Inc.,	2121 N California Blvd, Walnut Blvd, Walnut Creek, CA 94596	92558xxxx7	ich******@n****.com
The Phil Penn Corp Of Investing	Pittsburg, CA 94565	70756xxxx8	mrp*****@y**.com
Sentinel Wealth Consulting Group - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx8
Basic West Insurance	1641 Taraval St, San Francisco, CA 94116	41566xxxx0	inf@b*******.com	5	3
Youngman Ericsson Scott	1981 N Broadway Ste 300 The Atrium Building Walnut Creek, CA 94596	92593xxxx0	tim@y*****.com	5	2	4.1	9
Merrill Lynch Wealth Management	600 California St Fl 7, San Francisco, CA 94108	41595xxxx0
Hutchinson Wealth Management Team - Stifel	500 Ygnacio Valley Rd #490, Walnut Creek, CA 94596	92574xxxx5
The Phillips Group - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx3	acc********@m**********.com
Key Focus Wealth	2603 Camino Ramon, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Cucchiaro Wealth Management	3000 Executive Pkwy Ste 400 San Ramon, CA 94583	92565xxxx2
Mercer Putney Financial Advisors	1243 Alpine Rd Ste 219 Walnut Creek, CA 94596	92593xxxx0
Brickley Wealth Management	1900 Ofarrell St, San Mateo, CA 94403	65063xxxx1	aar@b***********.com
U.S. Bancorp Investments - Financial Advisors: Mike Taylor	1555 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx8	aar**********@u***.com					345327	5839	347000
Gemmer Asset Management	1655 N Main St STE 360, Walnut Creek, CA 94596	92593xxxx6	anm@g******.com
Wealth & Tax Advisors Ifg Network Securities	1646 N California Blvd Ste 350 Walnut Creek, CA 94596	92593xxxx0
Ashby Wealth Management,	2947A Pine Ave, Berkeley, CA 94705	31225xxxx9	joh@a*********.com
Cedar Wealth Management	201 Spear St, San Francisco, CA 94105	41523xxxx7	inf@c*************.com
The Olin Financial Group	2033 N Main St #600, Walnut Creek, CA 94596	92574xxxx7	oli*************@w*******.com
EP Wealth Advisors	1900 S Norfolk St Ste 350, San Mateo, CA 94403	88876xxxx3	ab@e*******.com
Michael Blacksburg - Estate Planning	San Francisco, CA 94114	41552xxxx7	cat****@b***********.com			4.9	186
Redwood Grove Wealth Mgmt	9 Bernard St Ste 2, Mill Valley, CA 94941	41551xxxx0	ang@r***********.com
CAVU Wealth Advisors, LLC	1220 Oakland Blvd #200, Walnut Creek, CA 94596	92538xxxx2	hil*@c*******.com	5	1			184	12	277
Law Offices of Chastity A. Schults	2940 Camino Diablo Ste 320 Walnut Creek, CA 94597	92527xxxx8	cha***@s*******.com			5	9
Grant Private Wealth Management	1601 N Main St UNIT 204, Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com							35
Desmond Consulting Group	1850 Mt Diablo Blvd Ste 630 Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com			4.5	2	80	7	79
Horizon Wealth Solutions	2551 San Ramon Valley Blvd, San Ramon, CA 94583	92530xxxx4	mar@h*********.com
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
Mercedes Gibson Coaching	Oakland, CA 94619	51076xxxx6	use@d****.com
CAVU Wealth Advisors	1220 Oakland Blvd Ste 200 Walnut Creek, CA 94596	92538xxxx2	dav@c*******.com
Wealth & Tax Planners	3021 Citrus Cir Walnut Creek, CA 94598	92537xxxx0	kpe**@w*******.com			1	1
Khoshnevissan & Doğan Wealth Strategies	1850 Mt Diablo Blvd Ste 300, Walnut Creek, CA 94596	41583xxxx4	ale*****@r***.com
Private Wealth Financial Partners	3000 Executive Pkwy Ste 400 San Ramon, CA 94583	92565xxxx2	inf@p*********.com
Merrill Lynch Financial Advisor Michael T Dunn	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx2	aar********@s***.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
Lovell Wealth Management	1990 N California Blvd, Walnut Creek, CA 94596	92593xxxx2	ste*********@l*******************.com							28
Lasecke Weil Wealth Advisory Group, LLC	624 University Ave, Palo Alto, CA 94301	65032xxxx0	ede**@l********.com
Northwestern Mutual	2121 N California Blvd #620, Walnut Creek, CA 94596	92529xxxx1	a.-*********@n***************.com
Denise Lombard, Health Insurance Broker	Oakland, CA 94602	51053xxxx6	den*@d*****.com			4.4	34
Marin Wealth Advisors	899 Northgate Dr Ste 300, San Rafael, CA 94903	41545xxxx0	inf@m*****************.com	4.4	7
Carr Wealth Management, LLC	3757 Yosemite Ct S, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com							60
Chase Bank	5114 Broadway, Oakland, CA 94611	51045xxxx5	acc********@c**.com	2.2	38	2.8	19
Stonewater Wealth Management	1615 Saint Francis Ct, Benicia, CA 94510	70775xxxx7
Life&Wealth Advisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	joh@l******.com
Presidio Group Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
Tracy Lamond CFA-TLC Investment Management	4 Oak Forest Rd, Novato, CA 94949	41523xxxx0
Marshall Wealth Management Group	345 California St, San Francisco, CA 94104	41521xxxx5	bob*******@r.com
David Bobrowsky, CFP	1990 N California Blvd 8th Ste 867 Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com			4.6	10
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	57
NorCal Tax & Bookkeeping	1849 Willow Pass Rd Ste 307 CONCORD, CA 94520	51075xxxx5				5	8
Grant Wealth Management No Selection	1601 N Main St, Walnut Creek, CA 94596	92589xxxx1
Genworth Wealth	2300 Contra Costa Blvd Pleasant Hill, CA 94523	92568xxxx8
Stelvio Wealth Partners	1981 N Broadway, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
IFC and Insurance Marketing, Inc.	102 El Dorado St Auburn, CA 95603	53088xxxx0	dav@i***.com			5	5
Putney Financial Group Registered Investment Advisors Wealth Management	1099 E St, San Rafael, CA 94901	41546xxxx0	a.j@p**************.com
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
The Agency Real Estate & Finance	696 San Ramon Valley Blvd Ste 226 Danville, CA 94526	51029xxxx3	inf@t**********.com		27	5	39	525		551
Merrill Lynch Financial Advisor David S Zeising	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx8	aar********@s***.com
Kelley Reed - State Farm Insurance Agent	3400 Mt Diablo Blvd Ste 210 Lafayette, CA 94549	92582xxxx8	kel*@a******.com			4.3	10	240	15	254
Stoneridge West Wealth Management Group-Morgan Stanley	4309 Hacienda Dr, Pleasanton, CA 94588	92573xxxx2	acc********@m**********.com
Merrill Lynch Wealth Management	1331 N California Blvd, Walnut Creek, CA 94596	92594xxxx0	ale********@m.com
A W Private Wealth Management	3223 Crow Canyon Rd San Ramon, CA 94583	92586xxxx0
RBC Wealth Management Branch - Walnut Creek	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	fri*********@r.com					12807
Jean Chai - Private Wealth Advisor, Ameriprise Financial Services	1350 Burton Dr Ste 200, Vacaville, CA 95687	70745xxxx5	bri*********@a*.com	5	2			79		83
Linda R Walker	1650 Solano Ave, Berkeley, CA 94707	51052xxxx3	joh*****@l*****.com	5	2	5	16
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com					76		92
Walnut Creek Private Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	80043xxxx2	abc*****@u.com
Grubman Wealth Management	3 Muir Way, Berkeley, CA 94708	51088xxxx0	aud*@p*************.com
Durrani Wang Wealth Partners	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx0	asi***@r***.com
EP Wealth Advisors	250 Lafayette Cir Ste 203 Lafayette, CA 94549	92528xxxx1	ab@e*******.com
Kenneth J Whitton, CPA	185 Front St Ste 201 Danville, CA 94526	92536xxxx5				5	2
North Harbor Wealth Management - Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Stifel	500 Ygnacio Valley Rd #490, Walnut Creek, CA 94596	92574xxxx0	abb*@s***.com	5	1
Collins Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	joh******@c.rbcwealthmanagement					14536		16000
Bay Area Wealth Management - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx9	acc********@m**********.com
Pacific Wealth Planning	111 Deerwood Rd, San Ramon, CA 94583	92566xxxx4	d_j@p************.com
BMO Harris Bank	2050 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	aab**@b**********.com
World Financial Group	1465 Civic Ct Ste 1010 Concord, CA 94520	92530xxxx7	dns****@a*****.com			2	4
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5
Kelly, Brown & Reilly Wealth Management Group	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6
Mission Wealth	1 Sansome St Ste 3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
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
Pedder, Hesseltine, Walker & Toth, LLP	3445 Golden Gate Way Lafayette, CA 94549	92528xxxx6	mto@p******.com			4	4
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Ryan Winters - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx1	acc********@m**********.com
ZRC Wealth Management, LLC	200 Pringle Ave #400, Walnut Creek, CA 94596	92596xxxx0	and*@z**.com
Connie Holt - Goldsum Insurance Solutions	1945 Contra Costa Blvd Ste 231052 Pleasant Hill, CA 94523	51086xxxx0				4.9	9
The Law Offices of William A. Massarweh	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Merrill Lynch Wealth Management	1331 N California Blvd Ste 400 Walnut Creek, CA 94596	92594xxxx0	aar********@s***.com			1.8	5
Mercer Advisors	100 Pringle Ave STE 310, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2			2860	28	2900
Bohne Law Group	1350 Treat Blvd Ste 410 Walnut Creek, CA 94597	92592xxxx0	abo********@b**********.com			1.8	4
Wealth & Tax Planners	1777 Botelho Dr, Walnut Creek, CA 94596	92593xxxx0	kpe**@w*******.com
Dianne Crosby at Rate	41 Freelon St San Francisco, CA 94107	51095xxxx1	aar*******@r*.com			4.7	63
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Chase Bank	2051 Mountain Blvd Oakland, CA 94611	51033xxxx2	abc*****@c**.com			2.7	41	915763	6999	37
Jim Giordano	2121 N California Blvd Ste 290, Walnut Creek, CA 94596	92597xxxx5	abc**@5.com					221342	3164
TCP Wealth Management	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	92593xxxx6	bi@e******.com			5	1	54		55
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services, LLC	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Robbins Wealth Management - UBS Financial Services Inc.	2 Belvedere Pl Ste 220, Mill Valley, CA 94941	41536xxxx7	aar*****@u.com
Hall of Taxes	38 Freitas Dr Moraga, CA 94556	92538xxxx0	hal******@g**.com	3.8	13	4.8	14	89		87
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
Redwood Grove Wealth Management	Mill Valley, CA 94941	41538xxxx1
Wealth & Tax Planners-Financial Telesis Inc	1646 N California Blvd, Walnut Creek, CA 94596	92593xxxx0
Vitucci Integrated Planning	2890 N Main St Ste 201 Walnut Creek, CA 94597	92537xxxx0	can**@v************.com			5	3	103		111
Daniel Heenan - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@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
Acclaro Wealth Management	1850 Mt Diablo Blvd Ste 401 Walnut Creek, CA 94596	92595xxxx4	fir@a**********.com
Enhance Wealth Advisors	121 Spear St, San Francisco, CA 94105	92593xxxx9	inf@e*******.com
Charles Schwab	1231 S California Blvd Walnut Creek, CA 94596	92597xxxx0	ask****@s***.com	3	21	3	21
Global Wealth Harbor	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	34792xxxx6	c18***************************@s***.wixpress
Gateway Financial Advisors	1801 N California Blvd Ste 106 Walnut Creek, CA 94596	92532xxxx7				5	4
Jennifer Mitchell, CWS	1777 Botelho Dr Ste 105 Walnut Creek, CA 94596	92544xxxx7
Tony Tarantino - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92546xxxx0	ant**************@a*.com	5	1
Wealth Enhancement Group	3 Hamilton Lndg Ste 260, Novato, CA 94949	41538xxxx0	aba**@w**************.com
Opp Retirement Wealth Planning of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	lyn***@r*********.com
Arbor Wealth Management	2855 Mitchell Dr Ste 203 Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com
Peninsula Wealth - CLOSED	250 King St, San Francisco, CA 94107
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	der******@a*.com		188					71
Mission Wealth	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94596	41541xxxx0	ach**@m**********.com
Helen Abe - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx8
Merrill Lynch Financial Advisor Paul J Kommer	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92598xxxx1	ari********@m.com
Terry Allen CFP - Financial Advisor	700 Ygnacio Valley Rd Suite 200, Walnut Creek, CA 94596	92593xxxx4	enh********@d***************.com	5	1
Merrill Lynch Wealth Management	1715 2nd St, Napa, CA 94559	70725xxxx6
evergreen wealth advisors	2121 N California Blvd, Walnut Creek, CA 94596	92597xxxx9	inf@e**************.com
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
California Street Wealth Management	1000 4th St, San Rafael, CA 94901	62888xxxx8	edd@c****************.com
Senior Wealth Management	395 Taylor Blvd Ste 107 Pleasant Hill, CA 94523	92524xxxx2
Maxwell Wealth Strategies	7041 Koll Center Pkwy, Pleasanton, CA 94566	92552xxxx8	aar**********@r*********.com
Blueprint Wealth Center	2603 Camino Ramon, San Ramon, CA 94583	92580xxxx5
Mills Wealth Management	1030 Seminary St Ste D, Napa, CA 94559	70725xxxx5	qcj*****@w****************.com
Sampson Investment Management	171 Front St Ste 100 Danville, CA 94526	92574xxxx9	pat**@s***************.com			4	2
Presidio Wealth Mgmt	832 Sansome St, San Francisco, CA 94111	41573xxxx2
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
Holzberg Wealth Management	24 Hawthorne Ln., Corte Madera, CA 94925	41589xxxx6	inf@h***.org
Olympia Wealth Management	3466 Mt Diablo Blvd C-207 Lafayette, CA 94549	92593xxxx1
Lighthouse Wealth Management	181 2nd Ave, San Mateo, CA 94401	65068xxxx0	res****@l*********.com
Collabria Capital	2603 Camino Ramon Ste 200 San Ramon, CA 94583	92527xxxx1	inf@c**************.com
Quality Wealth Management	2255 Contra Costa Blvd Pleasant Hill, CA 94523
Saranap Wealth Advisors	1870 Olympic Blvd, Walnut Creek, CA 94596-5013	92548xxxx0	joh@s***********.com
ETP Wealth Management	2950 Buskirk Ave #300, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
Ascension Wealth Partners	391 Taylor Blvd Ste 125 Pleasant Hill, CA 94523	92579xxxx0
Pacific Precious Metals	1330 Broadway Ave N Suite E Walnut Creek, CA 94596	92554xxxx6	inf@p*******************.com	5	8	4.7	14
Gateway Financial Advisors, Inc. Walnut Creek Branch	1801 N California Blvd UNIT 106, Walnut Creek, CA 94596	92535xxxx2	apr**@g***********.com					381		413
Maxwell Wealth Strategies	5000 Hopyard Rd, Pleasanton, CA 94588	92539xxxx6
EP Wealth Advisors	2150 Shattuck Ave Ste 700, Berkeley, CA 94704	51084xxxx2	ab@e*******.com					1148	33
Carson Wealth	960 School St, Napa, CA 94559	70725xxxx5	abr**@c*********.com					2065	53	2300
CNB Commercial Banking Center	2001 N Main St, Walnut Creek, CA 94596	92527xxxx3	aar******@c.com					5368	161	5900
Jon Dunckel - Homeowners Financial Group	2603 Camino Ramon Ste 200, Office 2173 San Ramon, CA 94583	85895xxxx1	abb@h*********.com			5	9
The Ace Fiduciary Group	101 Gregory Ln Ste 51 Pleasant Hill, CA 94523	92590xxxx2	lor@a*********.com			4	3
Kerry Farley - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5	mat************@r.com							15
Diamond Oak Wealth Partners - Raymond James	1840 San Miguel Dr Suite 202, Walnut Creek, CA 94596	92547xxxx4	aar**********@r*********.com
Hannah Wealth Management	675 Hegenberger Rd Ste 223, Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Marin Wealth Advisors LLC	2121 N California Blvd STE 290, Walnut Creek, CA 94596	92537xxxx9	inf@m*****************.com					132		130
Prosperity Financial Group	2333 San Ramon Vly Blvd 200 Ste 200 San Ramon, CA 94583	92531xxxx0	ell*@p*********.com			5	2	3803	25	3800
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
Summit Wealth & Retirement Partners	1990 N California Blvd Ste 930, Walnut Creek, CA 94596	92592xxxx0
Gaylord Wealth Management	535 Mission St, San Francisco, CA 94105	41597xxxx9	afj*************@h*****************.com
Napa Valley Wealth Management	2255 Contra Costa Blvd Ste 310 Pleasant Hill, CA 94523	88888xxxx2	j.h*****@n***********************.com
Napa Valley Wealth Management	2551 San Ramon Valley Blvd Ste 238 San Ramon, CA 94583	88888xxxx2
EP Wealth Advisors	3 Lagoon Dr Ste 190, Redwood City, CA 94065	65071xxxx0	ab@e*******.com
Five T Wealth Management	591 Coombs St, Napa, CA 94559	70792xxxx1	and*@5*****.com
RBC Wealth Management Branch - Marin	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	rbc*******@r.com
NAPA Valley Wealth Management	1407 Oakland Blvd, Walnut Creek, CA 94596	92593xxxx0
Wealth Net	165 N Redwood Dr, San Rafael, CA 94903	41547xxxx0
Mercer Partners Wealth Management	1243 Alpine Rd Ste 219, Walnut Creek, CA 94596	92593xxxx0
Integrity Wealth Partners, LLC	1320 Mt Diablo Blvd #200, Walnut Creek, CA 94596	92530xxxx2	cha**@i****************.com					65	10	64
Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					126		130
The Kotarba Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd Ste 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Hanke & Co Wealth Management	100 Bush St, San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress	4.4	14					85
Oak Tree Wealth Management	3180 Crow Canyon Pl, San Ramon, CA 94583	92527xxxx0	ben@o************.com
BankUnited	101 Ygnacio Valley Rd, Walnut Creek, CA 94596	92521xxxx0
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122	681	28
GS Financial Services	Concord, CA 94520	92576xxxx5				5	1
Clakley Wealth Management of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com					17531		18000
Craig Bosse	1600 Rivera Ave Ste 100 Walnut Creek, CA 94596	92538xxxx7	cra*********@d***********.com			5	19
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com					13904		15000
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
Recharge Wealth	2603 Camino Ramon Ste 200 San Ramon, CA 94583	51049xxxx2	inf@r************.com
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Liberty Business Advisors	675 Ygnacio Valley Rd Ste A202 Walnut Creek, CA 94596	92593xxxx0	aja@l****.com			3.6	20
Randi Bednarczyk - Diamond Oak Wealth Partners	1840 San Miguel Dr Ste 202 Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com			5	3
Wealth Creating Investments	388 Market St Ste 1300, San Francisco, CA 94111	41541xxxx1
Law Offices of Patricia Rowe	1401 Franquette Ave Concord, CA 94520	92525xxxx0	jsm*@p*********.com			5	1
Preservation Wealth Management & Insurance Solutions	2121 N California Blvd #620, Walnut Creek, CA 94596		adm*****@c***.com
Clifton Kelly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	rbc*******@r.com
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
Lobdell & Lane Wealth Management	831 E 2nd St Ste 202 Benicia, CA 94510	70774xxxx9	sim*@l***********.com	5	2	5	1
Silverman & Jaffe, P.C.	1910 Olympic Blvd Ste 330 Walnut Creek, CA 94596	92570xxxx4	rsi*****@r**********.com			4.6	11			22
The Du Borg Group at RBC	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com	5	1
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
Ben Mohr	6216 Lakeview Cir San Ramon, CA 94582	92589xxxx7		5	4	5	6
HCM Wealth Mangement	485 Broadway Ste 800, Millbrae, CA 94030	65020xxxx1	hch*****@w**************.net
Palma Financial Services	111 Deerwood Rd Ste 200 San Ramon, CA 94583	85082xxxx3	ash*@m***.com	3.9	42	4	32
Merrill Lynch Financial Advisor Joshua Erickson	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx7	aar********@s***.com	5	1
WealthWit Wealth Advisors	2121 N California Blvd, Walnut Creek, CA 94596	21326xxxx9
Nathan Mahlik - State Farm Insurance Agent	939 Hartz Way Ste 104 Danville, CA 94526	92583xxxx3	nat*@m**********.com			4.9	45
InConcert Financial Group	1981 N Broadway Ste 225 Walnut Creek, CA 94596	92582xxxx3	ari*@i********************.com
Matthew Larrabure - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3	joh******@c.rbcwealthmanagement							15
Ryder Brose, MFP RFC	1320 Mt Diablo Blvd Ste 200 Walnut Creek, CA 94596					5	1
WealthSmart America	40994 Encyclopedia Cir, Fremont, CA 94538	51075xxxx7									5	1
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.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
Bolden International Tax Services	4115 Blackhawk Plaza Cir Ste 100 Danville, CA 94506	84492xxxx6	inf@b*******.com		6	4.5	4			44
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
Invest Peacefully	San Ramon, CA 94582		fil*@g****.com
RBC Wealth Management	1331 N California Blvd Ste 650 Walnut Creek, CA 94596	92527xxxx0				5	1
Bluesky Wealth Advisors	1811 Santa Rita Rd, Pleasanton, CA 94566	92584xxxx8	hel@b******.com					83	2	98
The Demiris Law Firm	700 Ygnacio Valley Rd Walnut Creek, CA 94596	92537xxxx0	inf@d************.com			4.2	20
Oak Wealth Management	2890 N Main St Ste 306 Walnut Creek, CA 94597	92535xxxx0
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Merrill Lynch Financial Advisor Matthew D Gallo	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx4	aan*******@m.com
Muirwood Private Wealth	1646 N California Blvd, Walnut Creek, CA 94596	92543xxxx0	chr@m*******.com
Wealth & Tax Planners	3021 Citrus Cir #200, Walnut Creek, CA 94598	92537xxxx0	kpe**@w*******.com	1	1
Morgan Stanley Wealth Management	1333 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	acm*********@m**********.com
Element Wealth Management	1211 Newell Ave #120, Walnut Creek, CA 94596	92543xxxx3	chr**********@e******.com
Annuity General	Serving theWalnut Creek Area	80033xxxx4
Law Office of Glenn W Angers	3201 Danville Blvd Ste 275 Alamo, CA 94507	92583xxxx5				5	4
Nurtured Wealth	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	92528xxxx9	jes**@n***********.com			5	1
Spectrum Wealth Partners	3201 Danville Blvd Ste 190 Alamo, CA 94507	92557xxxx0
All Seasons Real Estate, Loans & Tax	3128 Harbor St, Pittsburg, CA 94565	92542xxxx3	dj@i**********.business	4.8	5	4.5	8
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	cas***********@a*.com					349		374
Tomren Wealth Management	12667 Alcosta Blvd Ste 355 San Ramon, CA 94583	92583xxxx0	ale*@t*********.com			5	1
Union Bank	200 Pringle Ave, Walnut Creek, CA 94596	92594xxxx1
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
Foci Wealth Management - Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	foc*****@a*.com					75		91
Start Now Money Coach	Vallejo, CA 94591		ron**@s***************.com
Teodoro Wealth Management	265 Miller Ave Ste 200, Mill Valley, CA 94941	41588xxxx0	ale@t***********.com
Morgan Stanley Wealth Management	750 Lindaro St Ste 300, San Rafael, CA 94901	41546xxxx7	acm*********@m**********.com
Eric Englund - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3
Cost-U-Less Insurance	622 Contra Costa Blvd Pleasant Hill, CA 94523	92529xxxx5	inf@c*************.com			3.1	23	10883	50	10000
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					157		154
Natural Wealth Health Center	10360 San Pablo Ave, El Cerrito, CA 94530	51052xxxx8
Nicholas Gardner - TIAA Wealth Management Advisor	1255 Treat Blvd # 300, Walnut Creek, CA 94597	88835xxxx6	acc****************@t*.org
Bank of the West	1969 Diamond Blvd Concord, CA 94520	92568xxxx0	aab**@b**********.com	2.7	22	2.1	26	98531	1411	99000
Edelman Financial Engines	370 Diablo Rd Ste 201 Danville, CA 94526	83375xxxx3	aar*****@e********************.com			5	2	18769	23	20000
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services, LLC	1255 Treat Blvd # 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Tax Services	2678 North Main Street Suite 23 Walnut Creek, CA 94597	92576xxxx1				4.8	103
Wealth Enhancement Group	6333 Potrero Ave Ste 200, El Cerrito, CA 94530	51023xxxx4	aba**@w**************.com	5	3
Sweeney Kovar	3800 Blackhawk Rd Ste 100 Danville, CA 94506	92564xxxx0	cha**@c**.com			2	4	122	7	122
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
Certified Planners Inc	2333 San Ramon Valley Blvd Ste 185 San Ramon, CA 94583	92555xxxx0	ae@c*******************.com			3.3	3
O'Donnell Financial Group	1535 N Main St # 200, Walnut Creek, CA 94596	86649xxxx0	bet@o*******.com	3	2			195	4	208
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
Merrill Lynch Wealth Management	700 Main St, Napa, CA 94559	70725xxxx9	bro********@m.com	5	1
Northwestern Mutual Wealth Management	600 Montgomery St, San Francisco, CA 94111	41573xxxx5	nmw******@n***************.com
Deyoe Wealth Management	1400 Shattuck Ave Ste 1, Berkeley, CA 94709	51084xxxx2	dey********************@c***********.com
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
Marin Wealth Advisors	2121 N California Blvd Ste 290 Walnut Creek, CA 94596	80075xxxx8	inf@m*****************.com					132		130
The VC / PE Team - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92574xxxx7	acc********@m**********.com
Attain Wealth Protection, Inc.	1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596	20927xxxx0	inf@a********************.com	5	2
Robert J. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92594xxxx8	wms********@r.com					13909		15000
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
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A San Ramon, CA 94583	92582xxxx8	dea*****@a*.com	5	2
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Muirwood Private Wealth	1676 N California Blvd Ste 350, Walnut Creek, CA 94596	92543xxxx0	chr@m*******.com
Redwood Wealth Partners	700 Larkspur Landing Cir, Larkspur, CA 94939	41530xxxx1
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Worldview Wealth Advisors	1 Samson St, San Francisco, CA 94104	50362xxxx0
Golden Gate Advisors Inc	1990 N California Blvd Suite 20, Walnut Creek, CA 94596	92525xxxx0	dou**@g***************.com
Merrill Lynch Wealth Management	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx0	ali************@m.com	5	1
David Bobrowsky, Certified Financial Planner	1990 N California Blvd 8th floor Suite # 867, Walnut Creek, CA 94596	92532xxxx9	dbo*****@g***********.com
Fiduciary Financial Group	1299 Newell Hill Pl Ste 303 Walnut Creek, CA 94596	41571xxxx1	adm@f******.com			3	2
Nurtured Wealth	Serving theWalnut Creek Area	92528xxxx9	jes**@n***********.com
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
Lakeshore Partners - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx6	abc*****@u.com
Morgan Stanley Wealth Management	700 Main St, Napa, CA 94559	70725xxxx3	acm*********@m**********.com
East Bay Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Nerheim	Alamo, CA 94507	92576xxxx2	sln****@g**.com
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx0	cha***@m***********.com								5	3
Ryan Van Valer, EA	2447 Santa Clara Ave Ste 300 Alameda, CA 94501	51052xxxx2				5	7
Napa Valley Wealth Management	1981 N Broadway Ste 225, Walnut Creek, CA 94596	92582xxxx3
Treehouse Wealth Advisors	1600 S Main St #195, Walnut Creek, CA 94596	41588xxxx6	and@t*************.com
Merrill Lynch Wealth Management	150 Parker St, Vacaville, CA 95688	92594xxxx0	ban*******************@m.com
Patrick Kenny - Northwestern Mutual Financial Representative	100 Pringle Ave Fl 5, Ste 505 Walnut Creek, CA 94596	92529xxxx8	abb******@n.com
Integrated Wealth Consultants, Inc.	1010 B St Ste 333, San Rafael, CA 94901	41523xxxx7
Flagstar Bank	1990 N California Blvd, Walnut Creek, CA 94596	92546xxxx0	aar******@f*****.com
Three Bridge Wealth Advisors	75 Sea Cliff Ave, San Francisco, CA 94121	41566xxxx1
Sprague Wealth Solutions	2400 Camino Ramon Ste 266, San Ramon, CA 94583	92532xxxx0	joh*****@s***.net
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
Comerica Bank	2121 N California Blvd, Walnut Creek, CA 94596	92594xxxx0
Oak Tree Wealth Management	1159 Altdorf Ter Incline Village, NV 89451	77529xxxx2	ben@o************.com			5	3
Terri Brown - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5
Desmond Wealth Management	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92593xxxx4	des*********@d**********.com					80	7	78
Topel & DiStasi Wealth Management	2907 Claremont Ave, Berkeley, CA 94705	51089xxxx0	gav@t**.com					119		115
Fisher & Wiens Wealth Management	4145 Blackhawk Plaza Cir Danville, CA 94506	92596xxxx0
Best Financial Life	9000 Crow Canyon Rd Ste # S 177 Danville, CA 94506	92538xxxx9	joe@b**********.com			5	9
Gallagher Wealth Management	4155 Blackhawk Plaza Cir, Danville, CA 94506	92583xxxx3	chr@g************.com
Hallie Hart - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx7	abc*****@u.com
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com					35		36
Wealth Building Concepts	899 Northgate Dr, San Rafael, CA 94903	41549xxxx4
Babylon Wealth Management	1501 N Broadway Suite 204, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com	5	4			173		174
Morgan Stanley	1333 N California Blvd Ste 133 Walnut Creek, CA 94596	92593xxxx0				1.8	13
Sonoma Bank	1646 N California Blvd Ste 330, Walnut Creek, CA 94596	92594xxxx7
Shuyi KONG Wealth Management	138 Westlake Ave, Daly City, CA 94014	65075xxxx2
Modern Wealth Partners	3000 Executive Pkwy Ste 400 San Ramon, CA 94583	92527xxxx0	ben***@m*******************.com
Stuart Reilly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx7
Raroque Wealth Management	3755 Balboa St Ste 203, San Francisco, CA 94121	41556xxxx0
WTG Wealth Solutions	9719 Lincoln Village Dr Ste 101 Sacramento, CA 95827	91658xxxx1				5	1
Conversant Wealth Management	500 La Gonda Way Ste 205 Danville, CA 94526	92543xxxx0	inf@c**************.com			5	9
Community Development Corp	1111 Civic Dr, Walnut Creek, CA 94596	92548xxxx0	aar*****@m**********.com
Dunn Wealth Management of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92595xxxx0	abc@r***********.com					17532		18000
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
Arete Wealth Australia	2120 University Ave, Berkeley, CA 94704	88854xxxx0	exx@a*******.com
BluePrint Wealth Partners	5000 Executive Pkwy Ste 290 San Ramon, CA 94583	92580xxxx5	abu@d***************.com
Carson Wealth	250 Camino Alto, Mill Valley, CA 94941	41538xxxx8	abr**@c*********.com					2020	48	2200
Wells Fargo Bank	3450 Fruitvale Ave Oakland, CA 94602	51048xxxx1	aar********@w*******.com	3.2	57	2.6	37	153613		11
Redwood Grove Wealth Management	100 Larkspur Landing Cir, Larkspur, CA 94939	41573xxxx3	ang@r***********.com
HOPE Inside Oakland @ East 9th	3062 E 9th St Oakland, CA 94601	51053xxxx0	aar*******@o**********.org					28260	366	30000
Relevant Wealth Advisors	100 Larkspur Landing Cir, Larkspur, CA 94939	41592xxxx0
Foci Wealth Management - Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx0	dns***@a*.com					76		92
Matt Stephenson - TIAA Wealth Management Advisor	1255 Treat Blvd # 300, Walnut Creek, CA 94597	88835xxxx6	acc****************@t*.org					90925	538	91000
Safeguard Financial & Insurance Services	2603 Camino Ramon Ste 200 San Ramon, CA 94583	92562xxxx0	inf@s****************.com			5	5
One Stop Legal Solutions	2950 Buskirk Ave Ste 300 Walnut Creek, CA 94597	80080xxxx0
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
Bob Jersin, CFA, CPA, MBA -Jersin Financial Services	931 Hartz Way Ste 120 Danville, CA 94526	92572xxxx0	bob@j**************.com			5	1
Yeager Wealth Management	400 S El Camino Real, San Mateo, CA 94402	65069xxxx0
Books in Harmony	2930 Domingo Ave, Ste 1555, Berkeley, CA 94705	92530xxxx2	inf@b************.com			5	12
Concentric Wealth Management	251 Lafayette Cir Lafayette, CA 94549	92596xxxx0	ama*@c**************.com			5	1
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement					14640		16000
Tiedemann Wealth Management	101 California St, San Francisco, CA 94111	41539xxxx9	aho***@t************.com
Zhong Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Pring Turner Investment Management	1600 S Main St Ste 375 Walnut Creek, CA 94596	92528xxxx7	inf@p*********.com					15		20
Mueller Sean & Associates CPA	1865 Pleasant Valley Ave Oakland, CA 94611	51065xxxx0				3	4
Thomas Doll	165 Lennon Ln Ste 200 Walnut Creek, CA 94598	92593xxxx0	all**@t*******.com			3.1	8	497	55	505
Vantage Wealth Management	66 Bovet Rd, San Mateo, CA 94402	65063xxxx0	aar*****@v**************.com
Bridgepoint Funding	3478 Buskirk Ave, Ste 1000 Pleasant Hill, CA 94523	92547xxxx0	aol@b***.com	5	197	5	168
Jeanine Nucum - Mortgage Brokers GTG Financial	490 Chadbourne Rd Ste A147 Fairfield, CA 94534	70736xxxx7	jea**@g**.com			5	118
Harvest Savings & Wealth Technologies	60 E Sir Francis Drake Blvd, Larkspur, CA 94939	41536xxxx3	car**@h******.com
Saranap Wealth Advisors, LLC	1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596	92548xxxx0	joh@s***********.com
First Citizens Bank	100 Pringle Ave Ste 100, Walnut Creek, CA 94596	92594xxxx4	abc*****@f**********.com
Law Office of Jennifer Jaynes	118 Camino Pablo Orinda, CA 94563	41537xxxx0	jfj@j*************.com			4.3	11
Oak Wealth Management, LLC	2890 N Main St #306, Walnut Creek, CA 94597	92535xxxx0
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
Acclaro Wealth Managment	1840 San Miguel Dr Main Dining Room, Walnut Creek, CA 94596	92595xxxx4	fir@a**********.com
Arbor Wealth Management	2700 Ygnacio Valley Rd STE 275, Walnut Creek, CA 94598	92594xxxx0	k.l@a********.com	5	1
Moss CPA	1901 Olympic Blvd Ste 200 Walnut Creek, CA 94596	92548xxxx6	all@m****.com			4.3	12	38		39
Life & Wealthadvisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	fir@l*****.com
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
New Insight Wealth Advisors	111 Deerwood Rd, San Ramon, CA 94583	92523xxxx5	inf@n**************.com
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Senna Wealth Management Group - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx7	abc*****@u.com	5	1
Merrill Lynch Wealth Management	1995 University Ave, Berkeley, CA 94704	51054xxxx0	aas**********@m.com
Merrill Lynch Financial Advisor Shawn D Sladek	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	92594xxxx4	ari********@m.com
5T Wealth	595 Coombs St, Napa, CA 94559	70722xxxx0	chr@5*****.com	2.3	3			135	3	140
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Olison & Company	111 Deerwood Rd Ste 200 San Ramon, CA 94583	92585xxxx0	ser**@f****************.com
Jones Henle & Schunck, CPA	135 Town And Country Dr Danville, CA 94526	92582xxxx1	adu*@j.com
Bheem Tax Services	San Ramon, CA 94582	92523xxxx0	inf@b******.com			4.3	29	31		33
Financial Advisors \| U.S. Bancorp Investments	1655 N Main St, Walnut Creek, CA 94596	92527xxxx5	aar**********@u***.com
Merrill Lynch Financial Advisor Bret A Cameto	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx3	aan*******@m.com	5	2
City National Bank	2001 N Main St Ste 120, Walnut Creek, CA 94596	92527xxxx0	aba*****@n*****.cnb	3.1	7			5369	161	5900
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1	119		115
Morgan Stanley Wealth Management	1 Sansome St Ste 1400, San Francisco, CA 94104	41598xxxx0	aar*********@m*********************.com
First Republic Bank - Temp. CLOSED	224 Brookwood Rd Orinda, CA 94563	92525xxxx3	aa@f************.com	3.7	6	4.1	19
Odyssey Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	abb*******@u.com
Grant Private Wealth Management Inc.	1601 N Main St Ste 204 Walnut Creek, CA 94596	92537xxxx0	gra@g*********.com			5	3			33
Litman Gregory Asset Management	1676 N California Blvd #200, Walnut Creek, CA 94596	92525xxxx9	ama********************@l*.com
Suzanne Krasna	1990 North California Blvd Ste 800 Krasna Financial Group Walnut Creek, CA 94596	92593xxxx2				1	1
Monterey Private Wealth	4900 Hopyard Rd, Pleasanton, CA 94588	92546xxxx5	ann@m*******************.com					96	5	105
Capital Advantage, Inc.	1855 Olympic Blvd STE 300, Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2			57		66
Jay Sondhi, U.S. Bank Home Mortgage	1998 Mountain Blvd, Oakland, CA 94611	51039xxxx0	all*******@a***.usbank	5	53	5	132	345310	5614	347000
Hawk Hill Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com		2
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7	232	51	234
Bingham Osborn & Scarborough Wealth Management	203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065	65046xxxx6	aar*******@b******.com
Jerry Ostrander - Edward Jones	370 Highland Ave Piedmont, CA 94611	51054xxxx9	a.j*******@e********.com			5	6			100000
TA Wealth Partners	2 Embarcadero Ctr Ste 2320, San Francisco, CA 94111	41583xxxx5	aab****@r***.com
U.S. Bancorp Investments - Financial Advisors: Walnut Creek	2890 N Main St, Walnut Creek, CA 94597	92547xxxx1	aar**********@u***.com
Caselle Baker Wealth Management - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx1	abc*****@u.com
Tiffany Groode	Oakland, CA 94612	51096xxxx6	tif**@t**********.com			5	25			121
Jennifer S Kwock-Lau - Private Wealth Advisor, Ameriprise Financial Services, LLC	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	92597xxxx0	der******@a*.com	1	1					71
Stewart Wealth Management	1050 Northgate Dr, San Rafael, CA 94903	41549xxxx4	aar**********@r*********.com					17531		18000
Merrill Lynch Financial Advisor Jim Schmidt	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx1	aar********@s***.com
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
JW Harrison Financial - Lodestar	1655 N Main St Ste 390 Walnut Creek, CA 94596	92583xxxx4	bry@j*******.com			5	9
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com
Michael S Ball - Financial Advisor, Ameriprise Financial Services, LLC	1255 Treat Blvd # 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Andreason Elisabeth, CFP, CAP	1333 N California Blvd Ste 133 Morgan Stanley Walnut Creek, CA 94596	92593xxxx9	int********@m**********.com			5	6
EP Wealth Advisors	1333 N California Blvd Suite 100, Walnut Creek, CA 94596	92525xxxx2	ab@e*******.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	ann*********@a*.com
Tiburon Wealth Advisors	1001 Magnolia Ave, Larkspur, CA 94939	41541xxxx3	jsm*@t**********.com
Morgan Stanley - The Du Borg Group	1333 N California Blvd Ste 1333 Walnut Creek, CA 94596	41569xxxx4	acc********@m**********.com			5	1
BIGG Wealth Mgmt	1350 Treat Blvd, Walnut Creek, CA 94597	83389xxxx4	joh*****@b***********.com
RINA Wealth Management Services LLC	201 N Civic Dr #220, Walnut Creek, CA 94596	92521xxxx0
Strive Wealth Builders	828 San Pablo Ave Ste 105D, Albany, CA 94706	51083xxxx4
New Insight Wealth Advisors	111 Deerwood Rd Ste 250 San Ramon, CA 94583	92523xxxx5	inf@n**************.com
Brian Addington - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	bri**********@r.com
Merrill Lynch Wealth Management	101 California St 24th Fl, San Francisco, CA 94111	41527xxxx0	ale********@m.com
Hunter & Co, CPAs	1981 N Broadway Ste 330 Walnut Creek, CA 94596	92597xxxx9	joh****@a******************.com	4.5	4	3.9	14
Michael Gomez - Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Fisher & Wiens Wealth Management	4145 Blackhawk Plaza Cir, Danville, CA 94506	92596xxxx0	bea@f************.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Blueprint Wealth Partners	5000 Executive Pkwy, San Ramon, CA 94583	92580xxxx5
Merrill Lynch Financial Advisor Nihn Huang	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92598xxxx0	aan*******@m.com	5	1
BNY Mellon Wealth Management	555 Mission St, San Francisco, CA 94105	41595xxxx0		5	1
RBC Wealth Management	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	rbc*******@r.com
Yoder Wealth Management	2033 N Main St Ste 1060, Walnut Creek, CA 94596	92569xxxx0	ana@y*****.com
Kirsten Tangeman - Tangeman Wealth Management	Walnut Creek, CA 94597
Wells Fargo Advisors	2033 N Main St #800, Walnut Creek, CA 94596	92574xxxx0	a-w*************@w***************.com
Jordan Law Office, APC	18 Crow Canyon Ct Ste 280 San Ramon, CA 94583	92591xxxx5	sjo**@s*******.com	3	2	4.9	13
Wealth Management Consultants	1111 Civic Dr, Walnut Creek, CA 94596	92593xxxx4
Khoshnevissan & Doğan Wealth Strategies	1850 Mt Diablo Blvd Suite 300, Walnut Creek, CA 94596	41583xxxx4	abc**@r***.com
Napper Wealth Planning of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92595xxxx2	aar**********@r*********.com					17531		18000
Magnus Du Borg-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com
LampPost Planning	20 Knoll Ridge Way Ste 2 Oakland, CA 94619	51099xxxx0	adv*@l*************.com			5	4
Poplar Global Wealth Management	318 Westlake Ctr, Daly City, CA 94015	65075xxxx0	adm@p*.com
Health and Wealth Solutions	613 Escobar St Martinez, CA 94553	92595xxxx0
Park Place Wealth Advisors	18 Orinda Way Orinda, CA 94563	92525xxxx6	dan@t**********.com	5	1
Run Right Business Consulting	San Francisco, CA 94110	41560xxxx8	cry**@r***************.com	5	132	5	133			118
Best Haven Real Estate & Loans	3128 Harbor St Pittsburg, CA 94565	92520xxxx9				3.7	3
Pinecrest Wealth Mgmt	39355 California St Ste 210, Fremont, CA 94538	51071xxxx0
Buckingham Strategic Wealth	1600 S Main St #220, Walnut Creek, CA 94596	92549xxxx5	adm@b**************.com					560	6	655
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com					13904		15000
Jeff Wong Insurance Agency	638 1st St Ste C Benicia, CA 94510	70763xxxx3	fin*******@m.com			4.7	70
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
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
Mt Diablo Tax Pros	5356 Clayton Rd Ste 211A Concord, CA 94521	92552xxxx8	jro***@g**.com			4.5	49	93		102
Merrill Lynch Financial Advisor Stacey Archbell	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx0	aan*******@m.com
Pearl Wealth Advisors	1350 Treat Blvd #170, Walnut Creek, CA 94597	92539xxxx1		5	3
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
Monica Padilla Froning	251 Waterman Cir Danville, CA 94526	92583xxxx5
Juris Wealth	Walnut Creek, CA 94596	41599xxxx3	jes**@j********.com			1	1
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			4	4
Scott Esco - Private Wealth Advisor, Ameriprise Financial Services, LLC	1277 Treat Blvd Ste 660, Walnut Creek, CA 94597	92527xxxx0	ale*********@a*.com					349		390
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
Boris Smolgovsky, Mortgage Broker	2303 Camino Ramon San Ramon, CA 94583	92524xxxx9	cas@o*******.com			5	1
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Aspire Planning Associates	1990 N California Blvd Fl 8 Walnut Creek, CA 94596	92593xxxx3	bet@a************.com			5	8			52
Real Wealth Network	1815 Olympic Blvd, Walnut Creek, CA 94596	92528xxxx0
Nardene Wealth Management Inc	3130 Balfour Rd, Brentwood, CA 94513	92558xxxx7	ich******@n****.com
Wealth & Tax Planners	1646 N California Blvd Ste 350 Walnut Creek, CA 94596	92593xxxx0
Ryan Overton - TIAA Wealth Management Advisor	4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111	88884xxxx9	acc********@t*.org					90950	535	91000
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx4	dav*******@r.com
Matthew Forrey - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Summit Wealth & Retirement Partners	55 Oak Ct Ste 210 Danville, CA 94526	92592xxxx0	inf@s******.com			4.2	5
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Prime Wealth Management	2936 Domingo Ave, Berkeley, CA 94705	51084xxxx7
Capital Advantage	1855 Olympic Blvd Ste 300 Walnut Creek, CA 94596	92529xxxx0	adm@c*************.com	5	2	5	9	57		66
Imperial Capital Bank	1981 N Broadway Ste 220, Walnut Creek, CA 94596	92592xxxx8
Urda Wealth Management Inc	1001 2nd St, Napa, CA 94559	92574xxxx0
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com							203
Merrill Lynch Financial Advisor Douglas A Fish	1331 N California Blvd Suite 400, Walnut Creek, CA 94596	92594xxxx8	aar********@s***.com
Key Focus Wealth	2603 Camino Ramon Ste 418 San Ramon, CA 94583	92527xxxx7	inf@k************.com
Stoffer Wealth Advisors	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	41570xxxx0
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
First Republic Bank	1656 N California Blvd, Walnut Creek, CA 94596	92595xxxx8	aa@f************.com	3.7	3
Minjoo Lee, CPA	2950 Merced Street Suite 102D San Leandro, CA 94577	41525xxxx1				5	2
ROMAR Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9				5	13
Allworth Financial	1676 N California Blvd UNIT 410, Walnut Creek, CA 94596	92547xxxx4	all**********@a**************.com					5416	47	5500
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	aud***********@a*.com					41	9	70
Adap Tax Financial, Inc.	4725 First St Ste 275 Pleasanton, CA 94566	92521xxxx1	gcr***@a****.com	4.3	3	4.6	22
Tangeman Wealth Management	999 Corporate Dr Ste 100 Ladera Ranch, CA 92694	92539xxxx5
John de Leuze - State Farm Insurance Agent	1078 Carol Ln Ste 100 Lafayette, CA 94549	92528xxxx0				5	1
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
Lodestar	3201 Danville Blvd Ste 275 Alamo, CA 94507	92583xxxx4	ant**@l********.com
Management Wealth	1101 5th Ave Ste 110, San Rafael, CA 94901	41545xxxx0
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
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com	5	1
Frontier Wealth Strategies LP	1990 N California Blvd 8th Fl, Walnut Creek, CA 94596	92525xxxx4	car@f**********************.com
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Etp Wealth Management	2950 Buskirk Ave, Walnut Creek, CA 94597	92593xxxx6	bi@e******.com
Scott Gailey - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Windsor Oak Wealth Management - Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com
Credo Wealth Management	1160 Battery St, San Francisco, CA 94111	41536xxxx2	cou*********@c****.com							27
Laurie Gardner	Berkeley, CA 94705		joh@l***********.com			4.9	16
Maclise Grooms Wealth	250 Camino Alto Ste 200, Mill Valley, CA 94941	41538xxxx8
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com					41	9	70
The Law Offices of M Franklin Parrish	3478 Buskirk Ave Ste 308 Pleasant Hill,, CA 94523	92558xxxx0	fra@p*************.com
Grooms Wealth Management	250 Camino Alto, Ste 200, Mill Valley, CA 94941	62821xxxx3	sco@g*********.com
Charles Schwab	3150 Crow Canyon Rd San Ramon, CA 94583	92582xxxx6	app*****************@s***.com	3	8	2.5	19	646202	192	658000
Carl Ilg - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	mat************@r.com							15
Jeffrey Hill, CFP, AWMA - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx0	abc*****@u.com
Attain Wealth Protection	1212 Broadway Plz Ste 2100 Walnut Creek, CA 94546	20927xxxx0	inf@a********************.com			5	4
Merrill Lynch Wealth Management	4264 Norton Ave, Oakland, CA 94602	41528xxxx6	aar********@s***.com
Trusted Legal Documents	Millbrae, CA 94030	65027xxxx5	imp****@g**.com			4.9	24
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	47
Transformative Wealth Management	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0	321***********************************@w***************.com
Jackson Hewitt Tax Service	5023-B Clayton Rd Concord, CA 94521	92542xxxx0				4.2	29
Patrick Farley - RBC Wealth Management Branch Director	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx4	mat************@r.com							15
Andre Lansang - Associate Financial Advisor, Ameriprise Financial Services, LLC	1333 N California Blvd #630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Merrill Lynch Financial Advisor Richard C Strand	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx1	aar********@s***.com
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com					73		91
Citi Personal Wealth Management	333 Highland Ave, Piedmont, CA 94611	51065xxxx5	aar********@c******.com	5	3			213767		12
Wealth Enhancement Group	6201 Medau Pl Ste 101 Oakland, CA 94611	51033xxxx3	aba**@w**************.com
Emerge Financial Group	7677 Oakport St Ste 1060 Oakland, CA 94621	51056xxxx5	col@e************.com
Richardson E Wealth Strategies	2950 Buskirk Ave Ste 300, Walnut Creek, CA 94597	70739xxxx1	cri******@r************************.com
Pillar Wealth Management	1255 Treat Blvd Ste 300 Walnut Creek, CA 94597	83367xxxx6	chr@p*****.com
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services, LLC	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	dns***@a*.com
Lobdell & Lane Wealth Management	831 E 2nd St Ste 202, Benicia, CA 94510	70774xxxx9	adm@l***********.com
Farmers Insurance - Maria Carrillo	2655 Somersville Rd Antioch, CA 94509	92521xxxx1	aal***@f*********.com			5	2
PNC Bank	101 Ygnacio Valley Rd, Walnut Creek, CA 94596	92524xxxx0	aar****@p.com
Banc Home Loans	2121 N California Blvd Ste 625, Walnut Creek, CA 94596	92535xxxx4
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Pleasanton Valley Insurance	65 Oak Ct Danville, CA 94526	92546xxxx1	ada@p******.com			5	1
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	35
Blossom Wealth Management	Alamo, CA 94507	92583xxxx9	blo*********@b******.com
Sonoma Bank	1800 N Broadway, Walnut Creek, CA 94596	92593xxxx5
Titus Wealth Management	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx2	aan**@t********.com
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
Fremont Bank	1735 N Broadway, Walnut Creek, CA 94596	92595xxxx1	a@f**********.com	3.5	6			7261	355	7300
The Carbonell Forrey Wealth Management Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
SEOzone: Google-Friendly SEO	Berkeley, CA 94703	51072xxxx2	inf@s*****.us	5	25	4.9	41
United Business Bank	500 Ygnacio Valley Rd, Walnut Creek, CA 94596	70722xxxx0	sup**@u***.com
Haven Wealth Management	505 Montgomery St Ste 1100, San Francisco, CA 94111	41587xxxx7	cpo*******@c**************.com					110		117
Capital Tax	2121 N California Blvd Ste 290 Walnut Creek, CA 94596	92597xxxx4	c18***************************@s***.wixpress	5	7	4.3	8			5
Polaris One - Business Coach	310 Laguna Vis Alameda, CA 94501	51028xxxx0	bob@p*********.com	5	14	5	1
David White & Associates	3150 Crow Canyon Pl Ste 200 San Ramon, CA 94583	92527xxxx0	afi***@d*********.com			3.4	5
Legacy Wealth Management Group	101 California St Suite 2710, San Francisco, CA 94111	41596xxxx3
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com					71		73
Hunt Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	92527xxxx2	dav*****@h*****************.com
UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92593xxxx0	abc*****@u.com	3	2
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68			107
Konstantine Giannoutsos - TIAA Wealth Management Advisor	1255 Treat Blvd # 300, Walnut Creek, CA 94597	88835xxxx6	acc****************@t*.org
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
Ibarra Global Wealth Management	1769 Holland Cir, Walnut Creek, CA 94597	92593xxxx1
James Bassett - Diamond Oak Wealth Partners	2333 San Ramon Valley Blvd Ste 450 San Ramon, CA 94583	92547xxxx7	ran***********@d*************.com	5	4	5	6
Rockridge Health Benefits	Oakland, CA 94611	51038xxxx2	2e0***********************************@w***************.com			5	32
Jay Weisbrod - Fairway Independent Mortgage	380 Diablo Rd, Ste 202 Danville, CA 94526	92520xxxx2	dom**@f******.com			5	18
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com							3
Babylon Wealth Management	1501 N Broadway, Walnut Creek, CA 94596	92544xxxx0	sto*@b**********.com					174		174
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	62830xxxx4	ale****@f****.com	4.8	53	4.8	155			1100
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
Golden Lion Wealth Management	30 Bordeax Ct Danville, CA 94506	92563xxxx1
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
Diamond Oak Wealth Partners - Raymond James	1840 San Miguel Dr Ste 202 Floor 2, Walnut Creek, CA 94596	92547xxxx4	ran***********@d*************.com
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Vista Financial Partners - UBS Financial Services Inc.	1255 Treat Blvd # 1000, Walnut Creek, CA 94597	92574xxxx9	abc*****@u.com
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
PCBB	1676 North California Blvd. Suite 300, Walnut Creek, CA 94596	88839xxxx0	abi***@p*.com
Marchetti Porter Wealth Partners	1850 Mt Diablo Blvd Suite 300, Walnut Creek, CA 94596		aab****@r***.com
Cornerstone Wealth Management Group	533 Airport Blvd, Burlingame, CA 94010	65034xxxx0
Wealth Enhancement Group	1850 Mt Diablo Blvd #100, Walnut Creek, CA 94596	92565xxxx0	aba**@w**************.com
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Italina Image & Branding	Walnut Creek, CA 94596	51071xxxx8	inf@v************.com	5	14	5	23
Sonoma Bank	1700 N Broadway, Walnut Creek, CA 94596	92594xxxx0
York Spence Wealth Group	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
The Andreason Group - Morgan Stanley	1333 N California Blvd UNIT 133, Walnut Creek, CA 94596	92593xxxx9	acc********@m**********.com	5	1
Diablo CFO	223 Mountaire Pkwy Clayton, CA 94517	91621xxxx4	agu**********@g**.com
Magnus DuBorg - RBC Wealth Management Financial Advisor	1331 N California Blvd Suite 650, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com	5	2
Fortune Strategies	319 Diablo Rd Ste 100 Danville, CA 94526	92594xxxx2	aul**@f***************.com
SageCrest Wealth Management	1065 E Hillsdale Blvd Ste 310, Foster City, CA 94404	80035xxxx0
All Purpose Insurance Agency	5857 MacArthur Blvd, Oakland, CA 94605	51038xxxx0	con****@r*********.com	4.5	15	3	11	179	120	170
Bank of the West	2050 N California Blvd, Walnut Creek, CA 94596	92593xxxx0	aab**@b**********.com					180342	692
Gordian Wealth Advisors	100 Shoreline Hwy, Mill Valley, CA 94941	41533xxxx0	ehe**@g******.com
Castle Rock Wealth Management, LLC	1777 Botelho Dr #105, Walnut Creek, CA 94596	92547xxxx0	bob@c***********.com	5	1
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd, Ste 200, Walnut Creek, CA 94596	51021xxxx5	adm@p*********.com			5	1
Bay Area Tax Services	1848 Willow Pass Rd Ste 205 Concord, CA 94520	92527xxxx0	bay*************@g**.com			4.4	170	290	365
Bank of America Financial Center	3530 Mt Diablo Blvd Lafayette, CA 94549	92529xxxx0	aim***@b*.com			1.6	57
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com							100
Pollak & Pollak Wealth Management - Ameriprise Financial	25 Orinda Way Ste 205 Orinda, CA 94563	92590xxxx0	dns***@a*.com			5	1	402	10	392
Destination Wealth Management	1255 Treat Blvd #900, Walnut Creek, CA 94597	92593xxxx0	act@d************.com	4.5	2
Margarita Perry - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	wms********@r.com					13904		15000
Merrill Lynch Wealth Management	101 S Ellsworth Ave, San Mateo, CA 94401	65057xxxx0	ban*******************@m.com	3	2
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
Burton Enright Welch	1850 Mt Diablo Blvd #335, Walnut Creek, CA 94596	92593xxxx0	ado*****@b******.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
Pacific Legacy Wealth Management Group - UBS Financial Services Inc.	4105 Blackhawk Circle Plaza, Danville, CA 94506	92574xxxx2	abc*****@u.com
GG Tax & Services	3700 Delta Fair Blvd Ste K Antioch, CA 94509	92533xxxx0	ghe*@g**********.com	5	88	5	3
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Presidio Group Wealth Management	1850 Mt Diablo Blvd # 225, Walnut Creek, CA 94596	92527xxxx0	ale*******@p************.com
Allan Moskowitz Affirmative Wealth Advisor	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0
Brian Wells - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx1	rbc*******@r.com
Avenir Mortgage Planners	140 Mayhew Way Ste 1000 Pleasant Hill, CA 94523	92562xxxx1	bre@a*****.com	5	145	5	171
U.S. Bank - Private Wealth Advisor: Sahar Khoury	200 Pringle Ave Suite 200, Walnut Creek, CA 94596	51072xxxx9	aar**********@u***.com					345326	5839	347000
Stelvio Wealth Partners	1981 N Broadway Suite 210, Walnut Creek, CA 94596	92530xxxx0	inq**@s**********.com
Balance 6	1261 Locust St Ste 9 Walnut Creek, CA 94596	92528xxxx6	lif@b******.biz			4.9	17	231
ZRC Wealth Management	200 Pringle Ave, Walnut Creek, CA 94596	92596xxxx0
Trunorth Wealth Management	39134 Blacow Rd, Fremont, CA 94538	51028xxxx5	ang********@t***********.com
Epic Wealth Management - CLOSED	851 Irwin St, San Rafael, CA 94901
Wealth Spire Advisors	100 Smith Ranch Rd, San Rafael, CA 94903	41552xxxx0	abb****@w********.com					104		132
Insight Wealth Strategies	2603 Camino Ramon Ste 350 San Ramon, CA 94583	92565xxxx0	agr*@i***********.com	5	4	4.8	22	116	4	132
Angel Eyes Web Designs	6180 Jarvis Ave Ste R Newark, CA 94560	51073xxxx7	amk****@g**.com
True Wealth Advisory Group	1661 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx6	fir********@t**************.com
Amanda Ewing-Rice Law	Clayton, CA 94517	92533xxxx3	ama*@a***********.com
RBC Wealth Management	2 Embarcadero Ctr Ste 600, San Francisco, CA 94111	41563xxxx0	rbc*******@r.com
Mercer Advisors Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2			2860	28	2900
Jeffrey Rodvien - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5	wms********@r.com					14640		16000
Balamuth Law	1220 Oakland Blvd Ste 220 Walnut Creek, CA 94596	92525xxxx4	kel@l***********.com			4.6	20
Polaris Wealth Advisers	824 E St, San Rafael, CA 94901	41545xxxx8	inf@r*******.com
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
Acclaro Wealth Management	1840 San Miguel Dr, Walnut Creek, CA 94596	92593xxxx9
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	3	1101		1100
Pharos Wealth Management	352 Ignacio Blvd, Novato, CA 94949	41520xxxx6	bri***@p*********.com	5	2					114
Peninsula Wealth - CLOSED	222 Vallejo St, San Francisco, CA 94111
Elevation Wealth Management	1399 Ygnacio Valley Rd Ste 24 Walnut Creek, CA 94598	92534xxxx2
Pillar Wealth Management, LLC.	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	80066xxxx0	chr@p*****.com
Cavu Wealth Advisors	Serving theWalnut Creek Area	92547xxxx2	aar******@b******.com					184	12	277
Morgan Stanley Wealth Management	555 California St, San Francisco, CA 94104	41598xxxx0	aal*****@m**********.com					113348	3099	131000
Bfm Wealth Management	2610 Crow Canyon Rd, San Ramon, CA 94583	92583xxxx4	aaf**********@a.com
Silicon Valley Wealth Law	1840 Gateway Dr Ste 200, San Mateo, CA 94404	65042xxxx2
Jacobson Wealth Management	1030 Seminary St, Napa, CA 94559	70722xxxx4	dat***************@i**.de
Merrill Lynch Wealth Management Advisor Steve Catton	1331 N California Blvd suite 400/700, Walnut Creek, CA 94596	92594xxxx6	aar********@s***.com
Cypress Wealth Advisors	101 California St Ste 1025, San Francisco, CA 94111	41548xxxx0	byo*@c**********.com
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77	2847	28	2900
Napa Wealth Management	1836 2nd St, Napa, CA 94559	70725xxxx3	geo***@n*******.com	5	3
Wealth Enhancement Group	400 S El Camino Real, San Mateo, CA 94402	41546xxxx0	bha***@w**************.com
Wasser Wealth Management	2199 Norse Dr Ste A, Pleasant Hill, CA 94523	92572xxxx0	aar**********@r*********.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
Kragen Wealth Management Group of Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Vista Wealth Management	5000 Hopyard Rd, Pleasanton, CA 94588	41547xxxx0	bra@v********.com
Private Wealth Management \| U.S. Bank	200 Pringle Ave Suite 200, Walnut Creek, CA 94596	83396xxxx6	aar**********@u***.com
Echo45 Advisors	1801 N California Blvd Ste 101 Walnut Creek, CA 94596	92559xxxx9	inf@e************.com			5	3	277	4	285
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
Vintage Wealth Advisors	700 Main St, Napa, CA 94559	70749xxxx0	ang@v***********.com
Cedar Wealth Management	1990 N California Blvd 8th floor, Walnut Creek, CA 94596	41523xxxx7	inf@c*************.com
BNY Mellon Wealth Management	353 Sacramento St, San Francisco, CA 94111	41590xxxx8	aar@b**********************.com
Mt. Diablo Private Wealth Advisors - Ameriprise Financial	1333 N California Blvd Ste 630 Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Brainshare Business Mentors	3350 Scott Blvd Bldg 54 Santa Clara, CA 95054	40889xxxx7				4.9	38
Patricia Ramirez - Raymond James	2999 Oak Rd Ste 1030, Walnut Creek, CA 94597	92594xxxx0	aar**********@r*********.com
Bank Of Marin	1850 Mt Diablo Blvd, Ste 545, Walnut Creek, CA 94596	92548xxxx0	ach********@b********.com
Hawley Advisors	1600 S Main St #190, Walnut Creek, CA 94596	92590xxxx0	inf@h************.com
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