Business List: Wealth in Mountain View, 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
Young & Lucero Wealth Consulting Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx8	abc*****@u.com
Buckingham Strategic Wealth	16615 Lark Ave Ste 202 Los Gatos, CA 95032	80070xxxx5	ada*@b**************.com							535	3
Menlo Asset Management	1010 El Camino Real Ste 370 Menlo Park, CA 94025	65032xxxx8	cla**@m*******.com		2	5	1
Ravi Tax Preparation Services	690 W Fremont Ave Ste 12 Sunnyvale, CA 94087	40873xxxx6	inf@r*****.com			1.4	60
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
TIAA Financial Services	535 Cowper St Ste 200 Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org							90938	529	91000
Phuong La, EA	San Francisco, CA 94108	41574xxxx5	exa**@m*.com			5	5
Wealth Design	1999 S Bascom Ave Ste 910 Campbell, CA 95008	40855xxxx0	d.j*****@w************.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
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
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
Brickley Wealth Management	1900 Ofarrell St, San Mateo, CA 94403	65063xxxx1	aar@b***********.com
Morgan Stanley Wealth Management	22320 Foothill Blvd, Hayward, CA 94541	51053xxxx3
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
Chase Bank	2510 W El Camino Real Ste 1 Mountain View, CA 94040	65055xxxx0	acc********@c**.com	3.3	43	2.8	29			917652	6999	37
Silicon Valley Wealth Advisors	3190 S Bascom Ave Ste 210, San Jose, CA 95124	40868xxxx8	chr@s********.com							5416	47	5500
J.M.SMITH	777 N 1st St Ste 230 San Jose, CA 95112	40840xxxx4	bfb***************************@s***.wixpress			1	1
EP Wealth Advisors	1900 S Norfolk St Ste 350, San Mateo, CA 94403	88876xxxx3	ab@e*******.com
Essence Wealth & Insurance Services	4677 Old Ironsides Dr Ste 350 Santa Clara, CA 95054	65074xxxx1	joh@e***********.com			5	49
Pleasanton Wealth	218 Ray St, Pleasanton, CA 94566	92578xxxx2	afh*************@b****************.com
Johnson Lyman Wealth Advisors	4966 El Camino Real, Los Altos, CA 94022	65049xxxx3	bec*@j*****.com
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							240		266
J P Morgan Private Bank	310 University Ave Fl 3 Palo Alto, CA 94301	41531xxxx2	aar*********@j*****.com
Wellspring Consulting	2635 N 1st St Ste 201 San Jose, CA 95134	40843xxxx8	ape@w*********.com			5	1
Julia Hsiao Insurance & Financial Services	20480 Pacifica Dr Cupertino, CA 95014	40886xxxx6
BlueSky Wealth Advisors	1735 N 1st St Ste 295 San Jose, CA 95054	40865xxxx0	ali**@b******.com
Hirz Law Group	75 E Santa Clara St Ste 275 San Jose, CA 95113	40829xxxx5	314***********************************@w***************.com			4.6	33			673	7	790
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
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	wms********@r.com							14536		16000
Amado Q. Rivera Jr. - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	wms********@r.com							14763		16000
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2.3	3			239	38	251
INB Insurance Services	985 University Ave Los Gatos, CA 95032	40839xxxx0	chu*@i****.com			5	3
Meriwest Credit Union	1795 Hillsdale Ave, San Jose, CA 95124	87763xxxx7	ace*****@m*****.com			3.9	60
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
Charles Schwab	3161 Stevenson Blvd Fremont, CA 94538	51044xxxx0	ada********@s***.com	4.1	7	3.3	12
Baywood Private Wealth Management / LPL Financial	1600 W Hillsdale Blvd Ste 102, San Mateo, CA 94402	65047xxxx7	flo@b********.com
Jason Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Radiant Wealth Planning	530 Lytton Ave Fl 2, Ste 2080 Palo Alto, CA 94301	94922xxxx3	ran@r******************.com
Pantheon Wealth Planning	1798 Technology Dr Ste 200 San Jose, CA 95110	40840xxxx2
Carr Wealth Management, LLC	3757 Yosemite Ct S, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com									60
RBC Wealth Management Branch - San Jose	99 Almaden Blvd Ste 300, San Jose, CA 95113	40829xxxx2		5	2
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
The Mountain View Group - Morgan Stanley	650 Castro St Ste 105, Mountain View, CA 94041	65031xxxx0	acc********@m**********.com	5	1
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
Women For Wellness & Wealth	1177 Branham Ln, San Jose, CA 95118	40888xxxx4
Regent Wealth Management	1500 E Hamilton Ave Ste 201 Campbell, CA 95008	87745xxxx7	ann@r*******.com			5	1
Roberts Wealth Advisors	776 Berkeley Ave, Menlo Park, CA 94025	65032xxxx6
Artesian Wealth Solutions	5446 Thornwood Dr Ste 101, San Jose, CA 95123	40862xxxx4	ann******@l.com
Abbott Stringham & Lynch	1901 South Bascom Ave Ste 105 Campbell, CA 95008	40837xxxx0	aal**@a***.com			3.7	3			93	100	111
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com
Bryant Estate Planning & Elder Law	1625 The Alameda Ste 820 San Jose, CA 95126	40828xxxx2	lcb@b*************.com			4.2	47
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
Edgar Law Group	675 N First St Ste 675 San Jose, CA 95112	40862xxxx3	doe***@e**********.com			3.8	29
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
Diversifi Capital	4546 El Camino Real B10 Ste1013 Los Altos, CA 94022	65063xxxx7	adv***@d*************.com			5	33
McDonald Wealth Management	51 E Campbell Ave, Campbell, CA 95008	40842xxxx8
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
Christian Ortez, AIF - LPL Financial	3031 Tisch Way 110 Plaza West San Jose, CA 95128	66923xxxx0	inf@c*************.com			5	2
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Andreja Dugacki - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org
Cunneen Law	1999 S Bascom Ave Ste 990 Campbell, CA 95008	48035xxxx0	jen***@c*******.com
Rose Bridge Wealth Management Group-Morgan Stanley	1999 Harrison St, Oakland, CA 94612	51089xxxx0	acm*********@m**********.com
MCC Financial Services	1042 W Heading St, San Jose, CA 95126	40826xxxx4				3.5	25
Covered	Fremont, CA 94539	41553xxxx9				5	1
Onesta Wealth Management	Campbell, CA 95008	40878xxxx8	pw-******************************@p************.org
J.R. Financial & Insurance Services	2005 De La Cruz Blvd Ste 120 Santa Clara, CA 95050	40864xxxx2	and*@j**.com			4.8	28				10	193
SF Money Coach	Palo Alto, CA 94301	41557xxxx8	car*@s*********.com			5	22
Waverley Wealth Management	2570 W El Camino Real Suite 200, Mountain View, CA 94040	65055xxxx0	inq****@w***********.com
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
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
Merrill Edge	384 San Antonio Rd, Mountain View, CA 94040	65038xxxx7	abu@b**********.com	2.3	3
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
Insight Wealth Strategies	7275 National Drive, Suite C, Livermore, CA 94550	80031xxxx8	agr*@i***********.com
Total Wealth Solutions	43068 Christy St, Fremont, CA 94538	51025xxxx5
Law Offices of John C Martin, P.C.	636 Middlefield Rd, Palo Alto, CA 94301	65032xxxx0	adm@j***********.com	5	2	4.9	14			102	6	101
Mission Wealth	1 Sansome St Ste 3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
Morgan Stanley Wealth Management	1999 Harrison St, Oakland, CA 94612	51083xxxx0	acm*********@m**********.com
Tree of Life Law Firm	530 Lawrence Expy Ste 921 Sunnyvale, CA 94085	40878xxxx9	che******@g**.com			4.8	33
Sierra Pacific Wealth Management	11121 Chula Vista Ave, San Jose, CA 95127	40821xxxx7	ben*****@s************.com
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com							13904		15000
Meyers Wealth Management	441 California Ave, Palo Alto, CA 94306	65052xxxx5
Cypress Private Wealth	3031 Tisch Way 110 Plz W San Jose, CA 95128	40872xxxx1	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
Merrill Lynch Wealth Management	555 California St 9th Fl, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
Sequent Real Estate + Wealth Management	44 Montgomery St, San Francisco, CA 94104	41583xxxx1	cst*****@s*********.com
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			2.9	76
Angela Frangieh - State Farm Insurance Agent	1465 Park Ave, San Jose, CA 95126	40879xxxx0				4.7	224
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com							14281		16000
Think Different Financial Planning	101 Jefferson Dr Menlo Park, CA 94025	65038xxxx3	fir@t*************.com			5	14
Bay Street Capital Holdings	Palo Alto, CA 94301	65044xxxx4	axx*@b*********************.com
Morgan Stanley Wealth Management	216 Lorton Ave, Burlingame, CA 94010	65034xxxx3	int********@m**********.com
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Atherton Lane Advisers	3000 Sand Hill Rd Ste 1-270 Menlo Park, CA 94025	65023xxxx6	ab@a*********.com			2	1
Technology Credit Union	1562 S Bascom Ave, San Jose, CA 95125	80055xxxx0	abe*****@t***.com	4.8	18	4.3	172			2677		2600
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com							13904		15000
Ledwith Financial Wealth Management	55 W 1st St, Morgan Hill, CA 95037	40877xxxx0	bra@l**************.com	5	5						34	934
Wealth Architects	250 Cambridge Ave Ste 201, Palo Alto, CA 94306	65032xxxx4
Osborne Partners Capital Management	545 Middlefield Rd Ste 165 Menlo Park, CA 94025	65085xxxx0	aar**@o************.com
Charles Schwab	12 Ranch Dr Milpitas, CA 95035	40846xxxx0	fra*********@s***.com			2	11			646598	215	657000
Pacific Precious Metals	2778 Middlefield Rd Palo Alto, CA 94306	40871xxxx6	chr****@p******************.com	4.7	33	4.6	54					2400
Michael J Mikaelson - World Financial Group	695 N 1st St, San Jose, CA 95112	51024xxxx8	dns****@a*****.com
Broadview Wealth Advisors - Ameriprise Financial Services	591 W Hamilton Ave Ste 110, Campbell, CA 95008	40866xxxx7	bro******************@a*.com
Sargenti-Pace Wealth Management Group	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40894xxxx0
Michael Kissinger - Kingsview Partners	2570 W El Camino Real Suite 210, Mountain View, CA 94040	65038xxxx1	aar*******@k******.com
Morgan Stanley Wealth Management	411 Borel Ave, San Mateo, CA 94402	65035xxxx1	int********@m**********.com
Enhance Wealth Advisors	121 Spear St, San Francisco, CA 94105	92593xxxx9	inf@e*******.com
Jing Chien - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Law Offices of EJ Hong, P.C.	2479 E Bayshore Rd Ste 175 Palo Alto, CA 94303	65022xxxx2	ej@e*****.com			4.9	32
Meriwest Credit Union	563 E El Camino Real Sunnyvale, CA 94087	87763xxxx7	ace*****@m*****.com	4.5	13	4.5	115
Sequoia Wealth Advisors & Investment Management, Inc.	99 Almaden Blvd Ste 925, San Jose, CA 95113	40827xxxx0	nn@s********.com							254	4	266
Sowards Law Firm	2542 S Bascom Ave, Ste 210 Campbell, CA 95008	40837xxxx0	ben@s*************.com	4.8	82	3.9	18
Nf Wealth Management	19450 Stevens Creek Blvd Ste 600, Cupertino, CA 95014	40834xxxx1
Honu Wealth Management	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	65091xxxx0	gar@h*******.com
King Wealth Planning	3190 S Bascom Ave Ste 230 San Jose, CA 95124	40887xxxx9	cha**@k*******.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
Wealth Properties Inc.	1388 Sutter St, San Francisco, CA 94109	41534xxxx9	inf@b********.net
Solutions Wealth Management	1885 Winchester Blvd Ste 201, Campbell, CA 95008	40837xxxx3	aar******@l.com								232	21000
Rodriguez Lagorio, LLP	43430 Mission Blvd Ste 210 Fremont, CA 94539	92596xxxx9	mro*****@l*******.com			5	58
Morgan Stanley Wealth Management	3000 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	a.e**@m*********************.com
King Wealth Planning Inc	2105 S Bascom Ave Ste 210, Campbell, CA 95008	40883xxxx1	ale@k**********.com
Charles Schwab	19620 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40844xxxx0	app*****************@s***.com			2.5	12
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Brainin Law Office	2855 Kifer Rd Ste 220 Santa Clara, CA 95051	65042xxxx3	csd@b*********.com			4.6	10
Red Crane Wealth Management	3000 El Camino Real, Palo Alto, Ca 94306	41531xxxx2	fir@r***********.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
Aspiriant Wealth Management	2570 W El Camino Real #520, Mountain View, CA 94040	65094xxxx7	aa@a********.com
Fitzpatrick & Tucker Inc.	4040 Moorpark Ave Ste 112 San Jose, CA 95117	40824xxxx0	c18***************************@s***.wixpress	3.7	3	4.3	27
Clark Morgan - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Insight Legal	3031 Tisch Way Ste 110 San Jose, CA 95128	51051xxxx9	inf@i************.com			5	16			52		53
Waverley Wealth Management	2570 El Camino Real, Los Altos, CA 94022	65055xxxx0	inq****@w***********.com
Wealth Acupuncture	2940 Summit St Ste 2c, Oakland, CA 94609	51029xxxx0	wea************@o****.com										5	1
Lighthouse Wealth Management	181 2nd Ave, San Mateo, CA 94401	65068xxxx0	res****@l*********.com
Blossom Wealth Management	2141 N Donovan Way, San Ramon, CA 94582	92583xxxx9	cra@b******.com
Concentrum Wealth Management	6840 Via Del Oro, San Jose, CA 95119	40857xxxx0
Mercer Advisors	800 W El Camino Real Office 4 Suite 180, Mountain View, CA 94040
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	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
East West Bank	35233 Newark Blvd Ste E Newark, CA 94560	51024xxxx3	a.j*******@e*********.com	1.6	5	4	9
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
Meritage Wealth Advisory	1107 El Rio Ct, Livermore, CA 94551	92529xxxx6	inf@m*************.com									522
Hannah Wealth Management	675 Hegenberger Rd Ste 223, Oakland, CA 94621	51020xxxx1	gha**@r******************.com
Citi Personal Wealth Management	395 W El Camino Real, Sunnyvale, CA 94087	40873xxxx5	arc***************@c*.com	2.8	56					150354	2139	11
Vita Benefits	1451 Grant Rd Ste 200 Mountain View, CA 94040	65096xxxx2	amy@v************.com			3.2	15
Law Offices of Cheri E. Michaelis	2570 N 1st St, Ste 200 San Jose, CA 95131	40822xxxx4	che@c**************.com	5	41	4.9	95			77	2	78
McCarthy Asset Management Inc	3 Lagoon Dr, Ste 155, Redwood City, CA 94065	65059xxxx1	ant**@m**********.com							97	9	85
Darryl H Ng - Morgan Stanley	650 Castro St UNIT 105, Mountain View, CA 94041	65031xxxx9	acc********@m**********.com
Opportunity Capital	4340 Stevens Creek Blvd Santa Clara, CA 95051	40893xxxx8	who@d*****************.com
Peak 360 Wealth Management	931 Hartz Way Ste 220, Danville, CA 94526	92527xxxx0
Martinez & Martha’s	3569 Benton St Santa Clara, CA 95051	40820xxxx5				3	8
Gaylord Wealth Management	535 Mission St, San Francisco, CA 94105	41597xxxx9	afj*************@h*****************.com
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
Costello Wealth Strategies	10096 Soquel Dr, Aptos, CA 95003	83170xxxx5
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
MJ Wealth Partners	2077 Gold St ste 108 San Jose, CA 95002	57152xxxx7	c18***************************@s***.wixpress
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122			681	28
Mellon Private Wealth Management	525 Market St, San Francisco, CA 94105	41595xxxx0	jes**********@b******.com
Hendershott Wealth Management	2570 N First St Second Floor San Jose, CA 95131	87774xxxx0	adv***@h**************.com	5	1	4.8	22
Citi Personal Wealth Management	130 W Portal Ave, San Francisco, CA 94127	41573xxxx1	aar********@c******.com
Master Wealth	809 Podva Rd, Danville, CA 94526	51058xxxx0
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Key Focus Wealth LLC	2430 Camino Ramon Suite 108, San Ramon, CA 94583	92527xxxx7	inf@k************.com
Brad Baron - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3
Wealth Creating Investments	388 Market St Ste 1300, San Francisco, CA 94111	41541xxxx1
Pillar Wealth Management	Palo Alto, CA 94301	83363xxxx8	chr@p*****.com
Wealth Architects	800 W El Camino Real #201, Mountain View, CA 94040	65032xxxx4	ada@w**************.com	5	1
Merrill Lynch Wealth Management	50 W San Fernando St 16th Fl, San Jose, CA 95113	40828xxxx0	ale********@m.com		16
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
Sandy Swanson - Integrated Wealth Management	1226 Lincoln Ave Ste 200 San Jose, CA 95125	40828xxxx6	jsm*@w***************.com
Corinthian Wealth	1625 The Alameda, San Jose, CA 95126	40893xxxx2	cde*@c*************.com							21		24
Law Offices of Shahram Miri, Inc.	80 Gilman Ave, Ste 27 Campbell, CA 95008	40886xxxx2	mr@m******.com			5	55
Corinthian Wealth Management	1625 The Alameda Ste 308 San Jose, CA 95126	40899xxxx5	ang**@c*************.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
Legacy Partners Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Morgan Stanley Wealth Management	1 Kaiser Plz, Oakland, CA 94612	51083xxxx0	aar*********@m*********************.com
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
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
PWJohnson Wealth and Legacy	2051 Grant Rd Ste 240 Los Altos, CA 94024	40874xxxx2	aus***@p******.com			5	2
Kk Wealth Advisors	4300 El Camino Real Ste 105, Los Altos, CA 94022	65094xxxx0
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx3	abc*****@u.com
WealthSmart America	40994 Encyclopedia Cir, Fremont, CA 94538	51075xxxx7											5	1
Pwjohnson Wealth Management	1153 Bordeaux Dr, Sunnyvale, CA 94089	40874xxxx2	aus***@p******.com
Crystal Springs Wealth Management Group - UBS Financial Services Inc.	400 S El Camino Real Ste 900, San Mateo, CA 94402	65069xxxx4	abb*******@u.com
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93			775		833
KeyPoint Credit Union	573 E Calaveras Blvd Milpitas, CA 95035	88825xxxx7	aba*@k*.com	3.6	12	4.5	84			4472	338	4200
Lonich Patton Ehrlich Policastri	1871 The Alameda, Ste 400 San Jose, CA 95126	40855xxxx1	con**@l****.com	4.6	47	4.4	59			523	41	541
Silicon Valley Wealth Management Solutions	6050 Hellyer Ave, San Jose, CA 95138	40844xxxx0
Bluesky Wealth Advisors	1811 Santa Rita Rd, Pleasanton, CA 94566	92584xxxx8	hel@b******.com							83	2	98
Gary Sargenti - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
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 theMountain View Area	80033xxxx4
Apercen Partners LLC	314 Lytton Ave Ste 200 Palo Alto, CA 94301	65080xxxx0	abd******@a****.com			1	1
Summit Wealth & Retire Prtnrs	55 Oak Ct Ste 210, Danville, CA 94526	92592xxxx0	cxx****@s**********************.com	5	3
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
The Gapper Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com							14536		16000
Athena Wealth Solutions	1150 Murphy Ave, San Jose, CA 95131	20936xxxx4
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
Chase Bank	199 Main St Los Altos, CA 94022	65094xxxx4	abc*****@c**.com	3.8	18	2.6	14
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
Foci Wealth Management - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com							75		91
WealthPRIME	4966 El Camino Real Ste 212 Los Altos, CA 94022	85577xxxx0	doe**@w********.com			5	1
Chamberlain Financial Planning & Wealth Management	303 Water Street Suite 120, Santa Cruz, CA 95060	83142xxxx0
Westridge Wealth Strategies	158 Goya Rd, Portola Valley, CA 94028	65023xxxx2	rob@w**************.com
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
Smart Wealth Strategies	19925 Stevens Creek Blvd Ste 100 Cupertino, CA 95014	40840xxxx0
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
Honu Wealth Management	1307 S Mary Ave, Sunnyvale, CA 94087	40821xxxx0	g.w*****@h*******.com
Cerity Partners	779 Altos Oaks Dr Los Altos, CA 94024	65094xxxx1	aba*@c***********.com
Smart Wealth Solutions Inc	40994 Encyclopedia Cir, Fremont, CA 94538	51049xxxx8
Wealth Classes	6475 Camden Ave Ste 201, San Jose, CA 95120	40826xxxx0
Humanity Wealth Advisors	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx8	hsh***@h***********.com
SFI Snarr Financial & Insurance Services	6203 San Ignacio Ave Ste 110 San Jose, CA 95126	40846xxxx4	inf@r******.com			5	14
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com									117
The 408 Group-Morgan Stanley Private Wealth Advisors	225 W Santa Clara St, San Jose, CA 95113	65023xxxx4	acm*********@m**********.com
LPL Financial - Blackmont Wealth Management Group	99 S Almaden Blvd Ste 600 San Jose, CA 95113	66923xxxx0	a.n***@l.com			5	1
Catalyst Private Wealth	101 Montgomery St Ste 850, San Francisco, CA 94104	41588xxxx0
MJ Partners	2880 Zanker Rd Ste 203 San Jose, CA 95134	40885xxxx8	dan@m******************.com	4.6	26	4.3	13
Juno Moneta Wealth Advisors - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	dns***@a*.com
Pacific Precious Metals	39111 Paseo Padre Pkwy Ste 111 Fremont, CA 94538	34134xxxx1	chr****@p******************.com	4.8	31	4.7	52
Canyon Wealth Management - Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com		2
Billy Guan, Real Estate and Financial Professional	Walnut Creek, CA 94596	53034xxxx4	ali**@r******.com			5	4
Ester Ng - Financial Advisor, Ameriprise Financial Services, LLC	164 Main St Unit 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com
Keng/ Teng Group - Morgan Stanley	650 Castro St UNIT 105, Mountain View, CA 94041	65031xxxx8	acc********@m**********.com
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
U.S. Bank – Wealth Management Banker: Michael Truong	1570 Grant Rd, Mountain View, CA 94040	65096xxxx3	aar**********@u***.com	4	2					345336	5840	347000
Eight Oaks Financial and Insurance Services	101 Metro Dr Ste 550 San Jose, CA 95110	86653xxxx4	and@e****************.com
Laddi Jhuty, CFP	5201 Great America Pkwy Ste 350 Santa Clara, CA 95054	51081xxxx4	inf@n*******.com			4.2	20
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
Buckingham Strategic Wealth	2409 Park Blvd, Palo Alto, CA 94306	65056xxxx1	adm@b**************.com							553	6	650
Law Offices of Berge & Berge	1101 S Winchester Blvd Ste I-208 San Jose, CA 95128	66924xxxx6	amy***@b************.com			4	7
Health Wealth Management And Insurance Agency	10455 Torre Ave Cupertino, CA 95070	40885xxxx6
Nexus Wealth Advisors	365 Lake Ave, Santa Cruz, CA 95062	83147xxxx3	aam*@w****.com		12					19968	202
Moore & Burkhardt Wealth Management	39275 State St, Fremont, CA 94538	51049xxxx0	cha***@m***********.com										5	3
Burroughs-Braley-Alibrandi Wealth Management	521 Capitola Ave, Capitola, CA 95010	83142xxxx0	**@b******.com
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
Beach House Wealth Management	521 Capitola Ave, Capitola, CA 95010	83142xxxx0	**@b******.com
Financial Insights & Strategies	Cupertino, CA 95014	40871xxxx9	san*******************@g**.com			5	15
Kk Wealth Advisors	4300 El Camino Real Los Altos, CA 94022	65094xxxx0	e7e***********************************@w***************.com
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
The Wealth Conservatory	1751 Barcelona St, Livermore, CA 94550	92533xxxx6	bar***@w***************.com							212		212
Insight Legal	3100 Mowry Ave, Ste 401 Fremont, CA 94538	51051xxxx9	inf@i************.com	4.5	30	4.9	42
Pantheon Wealth Planning	1754 Technology Dr Ste 208, San Jose, CA 95110	40840xxxx2	fan@p*******.com							90		89
Lina’s Tax Team	69 E Hamilton Ave, Campbell, CA 95008	40886xxxx0	ela*@f*******.com	4.4	7	4.6	100					41
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
Technology Credit Union	333 W El Camino Real Sunnyvale, CA 94087	80055xxxx0	abe*****@t***.com	3.8	24	4.3	38
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
Vantage Wealth Management	1 Waters Park Dr STE 98, San Mateo, CA 94403	65063xxxx0	dav*******@v**************.com
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
Fluent Wealth Partners	10 Almaden Blvd, San Jose, CA 95113	40821xxxx0	aru*@w******.com
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
Greenstein, Rogoff, Olsen & Co., LLP	2479 E Bayshore Rd Ste 700 Palo Alto, CA 94303	65085xxxx2	aar@g**.com			2.7	7			513	3	506
Horizon Wealth Group	2682 Bishop Dr Ste 209, San Ramon, CA 94583	92524xxxx0	hor*****************@d*.jewellaprivacy									42
Newborn Wealth Management	135 Riviera Dr Apt 536, Los Gatos, CA 95032	42439xxxx4
Family Wealth Consulting Group	1740 Technology Dr Ste 260, San Jose, CA 95110	40845xxxx0	a@f***.net
Absolute Mortgage Banking	2479 E Bayshore Rd Ste 240 Palo Alto, CA 94303	65049xxxx0	mar*@a*************.com	3.6	8	4.1	9
CommonWealth Central Credit Union	3075 Union Ave San Jose, CA 95124	80056xxxx8	aca**@w*****.org	3.9	50	2.8	76			1893	78	1800
Advantum Tax and Accounting Services	3790 El Camino Real Palo Alto, CA 94306	65052xxxx7				4.3	14
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
RBC Wealth Management	99 Almaden Blvd Ste 300 San Jose, CA 95113	40829xxxx2				3.7	3
Kris Sorensen - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5
Flywheel Private Wealth	4 Main St Ste 240, Los Altos, CA		inf@f********.com
Morgan Stanley Wealth Management	2882 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx1	acm*********@m**********.com
Libra Wealth	901 Center St, Santa Cruz, CA 95060	83142xxxx0	hel@r***.io
Carr Wealth Management	4695 Chabot Dr Ste 200, Pleasanton, CA 94588	92548xxxx1	ant**@c*******.com
Conversant Wealth Management	500 La Gonda Way, Danville, CA 94526	92543xxxx0	inf@c**************.com
Charles Schwab	800 El Camino Real Ste 100 Menlo Park, CA 94025	65061xxxx0	jan***@s***.com			3.1	12
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com							233		232
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
Premier Tax	2601 Cortez Dr Santa Clara, CA 95051	40882xxxx3	con**@p****.tax			1	1					2800
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
Technology Credit Union	490 California Ave Palo Alto, CA 94306	80055xxxx0	abe*****@t***.com	2.7	15	4	20
Keyes Law Group	500 E Calaveras Blvd Ste 333 Milpitas, CA 95035	40876xxxx8	inf@k***********.com			5	10			454		470
Home Wealth Development	1036 A St, Hayward, CA 94541	88830xxxx8
Yeager Wealth Management	400 S El Camino Real, San Mateo, CA 94402	65069xxxx0
Technology Credit Union	43848 Pacific Commons Blvd Fremont, CA 94538	80055xxxx0	abe*****@t***.com	4.5	22	4.4	120			2676		2600
Herrick Wealth Advisory	1960 The Alameda Ste 20, San Jose, CA 95126	40821xxxx7	con**@h******.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
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
Eddy Feldmeier - Stone Creek Insurance Agency	800 W El Camino Real Ste 180 Mountain View, CA 94040	92529xxxx2				5	22
Lasecke Weil Wealth Advisory Group	624 University Ave Palo Alto, CA 94301	65032xxxx0				2	1
Falcon Wealth Planning	2570 N First St Ste 200 San Jose, CA 95131	85596xxxx6	inf@f******.com	4.7	14	1	1
Ruby Lin - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	65060xxxx1	blu******@r.com
Morgan Stanley Wealth Management	6004 La Madrona Dr, Scotts Valley, CA 95060	83144xxxx0	acm*********@m**********.com	3.5	2
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com									107
Edelman Financial Engines	3945 Freedom Cir Ste 950 Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com
Justin Klueger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41551xxxx5	rbc*******@r.com
Opes Wealth Man	535 Middlefield Rd, Menlo Park, CA 94025	65056xxxx8
Abundance Wealth Planning	39899 Balentine Dr Ste 200 Newark, CA 94560	51093xxxx7	hel@f****.com			5	10					111
Law Offices of Robert E Greeley	2166 The Alameda, San Jose, CA 95126	40827xxxx0	rob*@r*************.com			5	116
Johanson Financial Advisors, Inc.	2105 S Bascom Ave Ste 255 Campbell, CA 95008	40840xxxx9	inf@j***************.com	3.5	2	5	1			5398	47	5500
Burroughsbraley Wealth Management	133 Mission St Ste 104, Santa Cruz, CA 95060	83142xxxx0	joh@b****************.com
Rivermark Wealth Management	800 W El Camino Real Ste 180 Mountain View, CA 94040	40837xxxx7	inf@f******.com	5	6	5	1			254	21	290
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
Ami Shah CPA	2570 N First St Ste 200 San Jose, CA 95131	40854xxxx9	adm@a***.com			4.5	32
Wealth Recovery Solutions	99 N 1st St, Ste 208, San Jose, CA 95113	40827xxxx9	dia@w********************.net
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
Justin Parkhurst - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	41544xxxx0	rbc*******@r.com
Morgan Stanley Wealth Management	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx4	acm*********@m**********.com
Marin Wealth Advisors LLC	1901 Harrison St., Suite 1100,, Oakland, CA 94612	51021xxxx0	inf@m*****************.com
Merrill Lynch Wealth Management	560 S Winchester Blvd, San Jose, CA 95128	40826xxxx1	ale********@m.com		11
Horizon Wealth Group	2440 Camino Ramon, San Ramon, CA 94583	92524xxxx1
Opes Wealth Management	535 Middlefield Rd Ste 160 Menlo Park, CA 94025	40883xxxx0	ewh**@o*******.com
Charles Schwab	240 3rd St Ste 100 Los Altos, CA 94022	65091xxxx3	ask****@s***.com			3.4	9
Global Wealth Partners	560 S Winchester Blvd, San Jose, CA 95128	40823xxxx0	ana*@g********************.com		12							35
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
Citibank	130 Main St Los Altos, CA 94022	65049xxxx5	abb********@c*.com	4.6	9	2.7	13
Allied Financial Network	3141 Stevens Creek Blvd Ste 40003 Santa Clara, CA 95117	40825xxxx9	joh@a********************.com			4.6	9
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
The Law Firm of Lisa Chan	10080 N Wolfe Rd Ste SW3-200 Cupertino, CA 95014	40823xxxx6	lis@l*********.com			4.7	15					73
Morgan Stanley Wealth Management	2725 Sand Hill Rd, Menlo Park, CA 94025	65023xxxx0	aal*****@m**********.com							113377	3114	131000
Wealthfront	261 Hamilton Ave, Palo Alto, CA 94301	84449xxxx7	a.-*****@w********.com	3.5	26					59957		61000
Into Wealth Inc	1551 Mccarthy Blvd, Milpitas, CA 95035	40826xxxx8	gov*******@i*******.com
Giordano Wealth Management Group	644 N Santa Cruz Ave, Los Gatos, CA 95030	40835xxxx4	all**@t****.com							5397	47	5500
Buckingham Strategic Wealth	2445 Faber Pl, Palo Alto, CA 94303	40836xxxx0	adm@b**************.com							553	6	650
Wealth Recovery Solutions	255 N Market St Ste 120 San Jose, CA 95110	40827xxxx9	col***********@g**.com			4.6	7			232	51	234
Bingham Osborn & Scarborough Wealth Management	203 Redwood Shores Pkwy Suite 510, Redwood City, CA 94065	65046xxxx6	aar*******@b******.com
SJ Accounting Consulting, CPA CFP	1525 Mccarthy Blvd Ste 1000 Milpitas, CA 95035		c18***************************@s***.wixpress	5	5	4.8	37
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
KeyPoint Credit Union	10815 Wolfe Rd Ste 100 Cupertino, CA 95014	88825xxxx7	aba*@k*.com			4.6	107			4472	338	4200
Law Offices of Robert P Bergman	3535 Ross Ave Ste 200 San Jose, CA 95124	40824xxxx4	joh****@l***.com			4.9	18			320		331
First Wealth Financial	601 California St Ste 1150, San Francisco, CA 94108	41542xxxx0
Tech Wealth Management	2010 N 1st St Ste 500 San Jose, CA 95131	80085xxxx9
Concentrum Wealth Management	353 Piercy Rd, San Jose, CA 95138	40880xxxx7	gle******@c*************.com							153	3	145
MYeCFO	171 Main St Ste 230 Los Altos, CA 94022	65023xxxx9	adv***@m***.com			2	1
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
Vertex Wealth Management	640 W California Ave Ste 210 Sunnyvale, CA 94086	40876xxxx4	mer************@l.com
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	4320 Stevens Creek Blvd Ste 191 San Jose, CA 95129	88874xxxx8	inf@h**********.com			5	1			160		158
Shana Nelson - State Farm Insurance Agent	10011 N Foothill Blvd Ste 111 Cupertino, CA 95014	65098xxxx0	sfd***@m*******.com			4.2	61
Thrive Wealth Solutions	1798 Technology Dr Ste 178 San Jose, CA 95110	40828xxxx8	adm@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
Flournoy Wealth Management	1165 Lincoln Ave Ste 330 San Jose, CA 95125	40827xxxx0	pam*******@l.com
First Republic Bank	401 San Antonio Rd Suite 68, Mountain View, CA 94040	65038xxxx8	aa@f************.com	4.8	4
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
Taylan Wealth Management	355 Woodview Ave, Morgan Hill, CA 95037	40877xxxx0
Siena Wealth Management Inc	1550 The Alameda Ste 300, San Jose, CA 95126	40828xxxx0	rho**@s********.com							5393	47	5500
AJ Abdelkhalek - State Farm Insurance Agent	146 E Iowa Ave Sunnyvale, CA 94086	40873xxxx0	aj@i************.com			4.8	34			727	125	748
Tax Relief USA	20065 Stevens Creek Blvd, Ste B1 B Cupertino, CA 95014	40853xxxx6	9d0***********************************@w***************.com	4.4	14	4.4	69
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
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
Potentia Wealth	1226 Lincoln Ave Ste 200 San Jose, CA 95125	40828xxxx6	ask@p*************.com			5	7			356	19	359
The Blue Jade Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx3	blu******@r.com
Atherton Wealth Planning	697 Menlo Ave, Menlo Park, CA 94025	65030xxxx6	inf@a************.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Global Wealth Partners	1764 The Alameda San Jose, CA 95126	40823xxxx0	ana*@g********************.com		87	1	1					35
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
Bay Area Wealth Management Group	271 Bayhill Rd, Half Moon Bay, CA 94019	65036xxxx7
Hilary Hendershott Wealth Management	1922 The Alameda, San Jose, CA 95126	40876xxxx5
Costello Wealth Strategies	9053 Soquel Dr Ste A, Aptos, CA 95003	83170xxxx5	eri********@r*********.com							190	14	182
Poplar Global Wealth Management	318 Westlake Ctr, Daly City, CA 94015	65075xxxx0	adm@p*.com
Homefires Home School Resource Publication	Redwood City, CA 94061	65036xxxx5				5	1
Wings of Wealth Refunds	487 La Scena Place, San Jose, CA 95128	77227xxxx7
Heart Of The Valley Wealth Advisors - Thrivent	2021 The Alameda Ste 140 San Jose, CA 95126	40821xxxx4	adm@d*********.com			1	1					115
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
Philip T Castaneda - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com							398		417
TMG Wealth Management	2801 Otis Dr, Alameda, CA 94501	92576xxxx4
Cognizant Wealth Advisors	530 Lytton Ave, Palo Alto, CA 94301	65020xxxx2	art******@c************.com							329	3	327
Merrill Lynch Wealth Management	5300 Stevens Creek Blvd Ste 120, San Jose, CA 95129	40855xxxx0	aas**********@m.com
Los Altos Vault & Safe Deposit Company	121 First St Los Altos, CA 94022	65094xxxx1	c18***************************@s***.wixpress			5	1
McDowall Cotter	800 W El Camino Real Ste 180 Mountain View, CA 94040	65058xxxx1	aga**@m*******.net			2	1
Potentia Wealth	1226 Lincoln Ave, San Jose, CA 95125	40828xxxx6	ask@p*************.com							356	19	359
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	125 Water St Ste A-3, Santa Cruz, CA 95060	83145xxxx5	ann*********@a*.com
Castaneda-Sargenti-Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx0	phi***********@r.com
David Meyers -Meyers Wealth Management	441 California Ave Ste 7 Palo Alto, CA 94306	80099xxxx4	acc******@m********.com
Goodview Financial & Real Estate	2350 Mission College Blvd Ste 242 Santa Clara, CA 95054	40862xxxx0		4.9	109	4.6	16
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services	225 W Santa Clara St Ste 1600, San Jose, CA 95113	40896xxxx5	dch*@a*.com							35		38
Vista Wealth Management	88 Kearny St, San Francisco, CA 94108	41548xxxx1	aan****@h*************.com									51
Sophia’s Insurance Services	38660 Lexington St Ste 418 Fremont, CA 94536	41575xxxx6
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx6	dns***@a*.com
Craig Uffelman, CFP, CRPC	2105 S Bascom Ave Ste 295 Campbell, CA 95008	40866xxxx7	dns***@a*.com
Winship Wealth Partners	442 Post St, San Francisco, CA 94102	41545xxxx0	csl**@w**********.com										5	2
Bank Of The West Wealth Management	531 Cowper St Palo Alto, CA 94301		aab**@b**********.com	5	2	1	1			98517	1627	99000
InvestCraft Advisors	Campbell, CA 95070	40856xxxx1	73c***********************************@w***************.com
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
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
Innochamp Advisors	Fremont, CA 94538	51052xxxx0	inf@i*******.com			2.1	7					35
Financial Journey Partners	101 Metro Dr Ste 264 San Jose, CA 95110	40896xxxx8	ari**@f*************.com			5	2
The Abrams Private Wealth Management Group - Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx9	abr*****************************@a*.com
Bay Wealth Legal Group	909 Laurel St, San Carlos, CA 94070	65077xxxx3	mli@b************.com
Valley Wealth Advisors	51 E Campbell Ave, Campbell, CA 95008	40868xxxx8	chr@s********.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
Three Bridge Wealth Advisors	2180 Sand Hill Rd Ste 400 Menlo Park, CA 94025	65043xxxx0
Panorama Bookkeeping	Los Altos, CA 94022	65030xxxx0	hel@p****************.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Wealth Consulting Group	21070 Homestead Rd, Cupertino, CA 95014	40889xxxx8	adr**@w*****.com								2	166
Alpha Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx6	abc*****@u.com
UBS Private Wealth Management	775 Page Mill Rd Palo Alto, CA 94306	65049xxxx7	abc*****@u.com
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Guardian Wealth Management	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40879xxxx0	jan@g****.com			5	1
Morgan Stanley Wealth Management	181 2nd Ave, San Mateo, CA 94401	65034xxxx0
Marshall Wealth Management Group	59 N Santa Cruz Ave Ste R, Los Gatos, CA 95030	40839xxxx0	con**@n****.com
One Wealth Advisors	766 Valencia St, San Francisco, CA 94110	41572xxxx0	asc***@o******.net									227
Impact Wealth Innovations and Insurance Solutions	40994 Encyclopedia Cir Fremont, CA 94538	51078xxxx8				1	1
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
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
Dinesh Sawal - Private Wealth Advisor, Ameriprise Financial Services	1905 The Alameda, San Jose, CA 95126	40828xxxx0	alf*********@a*.com									128
Cognizant Wealth Advisors	530 Lytton Ave Fl 2 , Ste 224 Palo Alto, CA 94301	65020xxxx2	art******@c************.com			5	1			327	3	325
Morgan Stanley Wealth Management	2775 Sand Hill Rd, Menlo Park, CA 94025	65092xxxx7	acm*********@m**********.com
Chamberlain Financial Planning & Wealth Management	644 N Santa Cruz Ave Ste 12 Los Gatos, CA 95030	80034xxxx0				5	1
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
New Dawn Investments	Cupertino, CA 95014	51266xxxx2	aar@n***************.com			5	2
Creekside Wealth Management - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx1	abc*****@u.com
SeniorWealthPartners	40 Primrose St., Aptos, CA 95003	40862xxxx3
Tax Deferral Strategies	3031 Tisch Way Ste 901 San Jose, CA 95128	40826xxxx6	car@d******.com			5	1					267
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
Vested Financial Planning	San Carlos, CA 94070	65071xxxx4	edb***********************************@w***************.com			5	34					165
Johanson & Yau	42 W Campbell Ave Third Fl Campbell, CA 95008	40828xxxx1	adm@j*.com			2.8	9
Morgan Stanley Wealth Management	20400 Stevens Creek Blvd, Cupertino, CA 95014	40886xxxx4	acm*********@m**********.com
Into Wealth Inc	2077 Gold St, Alviso, CA 95002	40826xxxx8
City National Bank - Palo Alto	245 Lytton Ave Palo Alto, CA 94301	65081xxxx0	aks*******@c.com		74	2.3	3			5364	136	5900
Wealth Protection Services	800 W El Camino Real Ste 180, Mountain View, CA 94040	65094xxxx6
Wealth Cairn	910 E Hamilton Ave Ste 350 Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress									235
Pau & Tran Wealth Management	21070 Homestead Rd, Cupertino, CA 95014	40863xxxx0	a.n***@l.com
Wealth Architects	800 W El Camino Real, Mountain View, CA 94040	65032xxxx4
Christian Wealth Management	90 W Main Ave, Morgan Hill, CA 95037	40878xxxx2
David Meyers -Meyers Wealth Management	111 First St, Los Altos, Ca 94022	80099xxxx4	adv**@m********.com
Silicon Valley Wealth Management Group	560 S Winchester Blvd Ste 500, San Jose, CA 95128	40870xxxx4											4	2
CommonWealth Central Credit Union	5890 Silver Creek Valley Rd, San Jose, CA 95138	40853xxxx0	jsm*@c***********.org							1891	78	1800
Siena Wealth Management	3055 Olin Ave, San Jose, CA 95128	40824xxxx0	rho**@s********.com							5416	47	5500
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	65047xxxx0	and*********@a*.com
Charles Schwab	438 E El Camino Real Sunnyvale, CA 94087	40852xxxx0	ej.******@s***.com	3.7	15	3.2	18
Charles Schwab	30 S First St Campbell, CA 95008	40834xxxx0	app*****************@s***.com			3	24
Morgan Stanley Wealth Management	1 Sansome St Fl 38, San Francisco, CA 94104	41598xxxx0
Jordan Smith - Morgan Stanley	20400 Stevens Creek Blvd Ste 350 Cupertino, CA 95014	40886xxxx7	acc********@m**********.com
Chris Hays Wealth Management	237 Kearny St, San Francisco, CA 94108	41566xxxx9	con**@c************.com
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	42808 Christy St Ste 112 Fremont, CA 94538	88874xxxx8	inf@h**********.com			4	1
Merrill Lynch Wealth Management	4264 Norton Ave, Oakland, CA 94602	41528xxxx6	aar********@s***.com
Solutions Wealth Management	1777 Hamilton Ave Ste 1040 San Jose, CA 95125	40862xxxx8	jon********@l.com			4	4
Trusted Legal Documents	Millbrae, CA 94030	65027xxxx5	imp****@g**.com			4.9	24
Kim & Rosado	111 N Market St Ste 300 San Jose, CA 95113	40829xxxx0	inf@k*******.com	5	31	5	5			174		228
Happiness Wealth Management	1495 Laurel St, San Carlos, CA 94070	65041xxxx5	kri********@m******************.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	125 Water St Ste A-3, Santa Cruz, CA 95060	83145xxxx5	ann*********@a*.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
Waverley Wealth Management	2570 W El Camino Real, Mountain View, CA 94040	65055xxxx0	inq****@w***********.com
Merrill Lynch Wealth Management	3075A Hansen Way, Palo Alto, CA 94304	31053xxxx0	al_*******@m.com
Greenstein Rogoff Olsen GROCO	2479 E Bayshore Rd Palo Alto, CA 94303	65085xxxx2	aar@g**.com
U.S. Bancorp Investments - Financial Advisors: David T Lee	1570 Grant Rd, Mountain View, CA 94040	65096xxxx9	aar**********@u***.com
Hanley Law	256 E Hamilton Ave Ste B Campbell, CA 95008	40829xxxx4	dan@h********.com			4.8	21
Village Insurance Services	12280 Saratoga Sunnyvale Rd Ste 112 Saratoga, CA 95070	40897xxxx0	vis@a*.net	5	5	4.4	19
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
David Farkouh - Ameriprise Financial Services	1919 S Bascom Ave Ste 100 Campbell, CA 95008	40896xxxx2	arn********@a*.com			3	2					98
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
Stonebridge Global Investments	111 W St John St Ste 230 San Jose, CA 95113	88833xxxx6	dea*@s************.com
Pesta & Pesta Wealth Management	20370 Town Center Ln Cupertino, CA 95014	40822xxxx0	oli*@p**********.com
One Wealth Management	2150 N First St Suite 500, San Jose, CA 95131	40848xxxx0	aak*@o**********.com							352	80	355
Wealth Strategies Group	225 W Santa Clara St Ste 1450 San Jose, CA 95113	51057xxxx8
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	35
Steven Spiesberger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	wms********@r.com							14536		16000
Klosek Law Offices	437 Kipling St, Ste 150 Palo Alto, CA 94301	65025xxxx8	ah@k***************.com	5	6	5	7
Pace Wealth Management Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx2	car*******@r.com
Titus Wealth Management	411 Borel Ave Ste 300, San Mateo, CA 94402	65057xxxx2	aan**@t********.com
Heckman Financial & Insurance Services	333 W Santa Clara St Ste 604 San Jose, CA 95113	40829xxxx0	nn@w************.com	4.6	7	5	2				100
Pacific Wealth Advisors	2391 The Alameda, Santa Clara, CA 95050	65035xxxx2	joh*****@p**************.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
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
Giordano Wealth Management Group	644 N Santa Cruz Ave Ste 4 Los Gatos, CA 95030	40835xxxx4	chr@t****.com							5258	47
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
Vestnomics Wealth Management	65 W Hamilton Ave Ste 2 Campbell, CA 95008	40833xxxx0
Cycle Of Wealth	1608 Hope Dr Santa Clara, CA 95054	40859xxxx6
Global Wealth Partners, Inc.	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1							35
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com							71		73
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
Beacon Wealth Advisory	800 W El Camino Real Ste 180 Mountain View, CA 94040	65088xxxx0	inf@b******.com
Callan and Lindahl Wealth Management	1100 Lincoln Ave, San Jose, CA 95125	40828xxxx0	gre**********@l.com
Chamberlain Financial Planning & Wealth Management	125 Mission St, Santa Cruz, CA 95060	83160xxxx4	kin***@g**.com
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
Von Baron Wealth Management	174 N 14th St San Jose, CA 95112	40888xxxx0	dj@v*********.com
Clifton Santikul - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx5	wms********@r.com							14763		16000
Fidelity Investments	2580 W El Camino Real Suite 9, Mountain View, CA 94040	80036xxxx5	a61**@f*****.com	3.3	15					314741
Stanford Property & Finance	425 Sherman Ave, Ste 330 Palo Alto, CA 94306	65049xxxx0	and*@s*******.com			3.9	11
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®\|ChFC®	339 S San Antonio Rd Suite 1 B, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com	5	1					88629		101000
Piedmont Avenue Consulting	3873 Piedmont Ave Ste 2 Oakland, CA 94611	51076xxxx5	aub*@p********.com	5	6	5	42			582	9	579
Chase Bank	749 W El Camino Real Fl 1 Mountain View, CA 94040	65096xxxx3	acc********@c**.com			2.9	75			921610	6999	37
Eddie Huang - Farmer Insurance	39675 Cedar Blvd Ste 190 Newark, CA 94560	80020xxxx9	abc*****@f****.com			5	3
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Sequoia Wealth Advisors & Investment Management	99 Almaden Blvd Ste 925 San Jose, CA 95113	40864xxxx0	nn@s********.com
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
Buckingham Strategic Wealth	2445 Faber Pl Ste 250 Palo Alto, CA 94303	40836xxxx0	adm@b**************.com							540	6	630
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
Private Wealth Builders	3998 Lakeside Dr, San Jose, CA 95148	40827xxxx9
Peter de Castro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com							14536		16000
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
Law offices of Salciccia & Scire	870 N 1st St, San Jose, CA 95112	40829xxxx5				5	2
Storace Wealth Services	222 Railroad Ave, Danville, CA 94526	92531xxxx0
Wealth Cairn - An Investor Coaching Company	910 E Hamilton Ave #150, Campbell, CA 95008	40852xxxx8	c18***************************@s***.wixpress	5	30					237		234
Cornerstone Wealth Management Group	533 Airport Blvd, Burlingame, CA 94010	65034xxxx0
Law Offices of Linda J. MacKay	1361 S Winchester Blvd, Ste 210 San Jose, CA 95128	40837xxxx0	adm@l*****.com	4	2	4.5	60
Julie Ping He, CFP - Gateway Financial Advisor	2570 North First St Ste 200 San Jose, CA 95131	40850xxxx8	adm***@g***********.com			5	8
DWR Wealth Management	1884 The Alameda, San Jose, CA 95126	40826xxxx0	rex@d*********.com
Bizzack Wealth Advisory Group - Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.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
Private Wealth Financial Partners	2105 S Bascom Ave, Campbell, CA 95008	40887xxxx7	pwf******@l.com
Wellness Wealth Advisors	336 Woodside Plz Redwood City, CA 94061	65075xxxx3
SageCrest Wealth Management	1065 E Hillsdale Blvd Ste 310, Foster City, CA 94404	80035xxxx0
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	abc*****@u.com
Phillip Campit - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org							90921	538	91000
Martin Wealth Management	1145 Merrill St Menlo Park, CA 94025	65028xxxx0				5	1
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services	3825 Hopyard Rd Ste 124, Pleasanton, CA 94588	92522xxxx0	ann*********@a*.com
Ohana Wealth Management	2901 Park Ave Ste B1, Soquel, CA 95073	83121xxxx9	con**@o******************.net
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
Pwjohnson Wealth Management	2051 Grant Rd Ste 240, Los Altos, CA 94024	80021xxxx7	ali*********@p******.com
Copper Tree Wealth Management - UBS Financial Services Inc.	750 University Ave Ste 250, Los Gatos, CA 95032	40882xxxx2	abc*****@u.com
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com									100
JPG Wealth Solutions Group	99 Almaden Blvd Ste 300, San Jose, CA 95113	40889xxxx7
Vista Wealth Management	306 Cambridge Ave, Palo Alto, CA 94306	65033xxxx0
John Paul Breckenridge	2901 Moorpark Ave, Ste 175 San Jose, CA 95128	40824xxxx2				5	26
Gaskin Wealth Management	925 Country Club Dr, Moraga, CA 94556	92537xxxx5	fir@m*************.com
Phuong Nguyen	5149 Moorpark Ave Unit 108a San Jose, CA 95129	40881xxxx5				5	3
DCN Wealth Management	39199 Paseo Padre Pkwy, Fremont, CA 94538	40837xxxx0	ada*****@m*.com
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
Buckingham Strategic Wealth	17190 Monterey St Ste 202, Morgan Hill, CA 95037	80070xxxx5	adm@b**************.com
HSBC	10745 S De Anza Blvd Cupertino, CA 95014	40899xxxx0	abe*******@u.hsbc			1.4	32
Global Capital Wealth Management	1048 Lincoln Ave San Jose, CA 95125	40827xxxx7	maz*@g***.com
Kennsei Trading	83 Metro Dr Silicon Valley, CA 95110	40863xxxx3
Michael Hua, CPA	2055 Junction Ave Ste 115 San Jose, CA 95131	40847xxxx1	c18***************************@s***.wixpress
Thomas P. Collins - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							13904		15000
Pacific Legacy Wealth Management Group - UBS Financial Services Inc.	4105 Blackhawk Circle Plaza, Danville, CA 94506	92574xxxx2	abc*****@u.com
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com							14743		16000
Law Offices Of John D Teter	1361 S Winchester Blvd Ste 113 San Jose, CA 95128	40886xxxx0	joh****@j*******.com			3.1	8					37
Bisceglia Wealth Management Group - UBS Financial Services Inc.	355 Santana Row Ste 2050, San Jose, CA 95128	40828xxxx4	abc*****@u.com
Nelson Capital	545 Middlefield Rd Ste 200 Menlo Park, CA 94025	65032xxxx0
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Athena Wealth Management	800 W El Camino Real Ste 180, Mountain View, CA 94040	65039xxxx4	mat**@a*****.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
Authentikos Advisory	1295 E Dunne Ave Ste 215 Morgan Hill, CA 95037	84432xxxx1	bxx******@a********.com			3.3	7					1500
Trunorth Wealth Management	39134 Blacow Rd, Fremont, CA 94538	51028xxxx5	ang********@t***********.com
Insight Wealth Strategies	2603 Camino Ramon Ste 350, San Ramon, CA 94583	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
Spectrum Private Wealth Advisors	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx7
Essential Wealth Advisors, LLC	284 Digital Drive, Morgan Hill, CA 95037	40861xxxx0	dat***************@i**.de
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
Wealth Strategies of the Rich-by	6203 San Ignacio Ave Ste 112, San Jose, CA 95119	40868xxxx6
Global Capital Wealth Management	99 Almaden Blvd Ste 600, San Jose, CA 95113	40827xxxx7	maz*@g***.com
Ron Chapman - RBC Wealth Management Financial Advisor	99 Almaden Blvd Ste 300, San Jose, CA 95113	40894xxxx6	cla*******@r.com							12803
Rockefeller Capital Management	2570 W El Camino Real #600, Mountain View, CA 94040	65055xxxx0	abc**@r***.com
Clarity Wealth Advisors	2160 The Alameda, San Jose, CA 95126	40856xxxx0	inf@c*******.com
Wealth Management Associate - U.S. Bancorp Investments: Markjohn Tobias	1570 Grant Rd, Mountain View, CA 94040	65042xxxx3	aar**********@u***.com
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
Team ATAP	Milpitas, CA 95035	40437xxxx5
Fausto Law	830 Old County Rd Belmont, CA 94002	65094xxxx4	c18***************************@s***.wixpress		71	4.6	10
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
Honu Wealth Management	1307 S Mary Ave Ste 101, Sunnyvale, CA 94087	65091xxxx0	fir@h*******.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
Sand Hill Global Advisors	245 Lytton Ave Ste 300 Palo Alto, CA 94301	65085xxxx0	ach**@s*******************.com	4	2
Wealth Values	1100 Alma St, Menlo Park, CA 94025	65056xxxx1	inf@w********.com
Vista Wealth Management	5000 Hopyard Rd, Pleasanton, CA 94588	41547xxxx0	bra@v********.com
Arta Finance	153 Castro St Suite 200, Mountain View, CA 94041	65031xxxx8	jsm*@a********.com	5	4
EP Wealth Advisors	177 Bovet Rd Ste 600, San Mateo, CA 94402	65071xxxx0	ab@e*******.com
Erik Nelson Financial Advisor	685 Coleman Ave Ste 10 San Jose, CA 95110	40866xxxx7	ami************@w***************.com
Tax Law offices of Shiva Moozoun	51 E Campbell Ave Campbell, CA 95008	41531xxxx3	shi@s*****.com			4.4	5			28		30
Brainshare Business Mentors	3350 Scott Blvd Bldg 54 Santa Clara, CA 95054	40889xxxx7				4.9	38
Simplex Wealth Management	3160 Crow Canyon Rd, San Ramon, CA 94583	92580xxxx8	inf@s*******.com