Business List: Financial Planner in San Francisco, CA, USA

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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	Bing	Bing Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com							12448		12901
Ameriprise Financial	111 Pine St Ste 1750, San Francisco, CA 94111	41539xxxx0	ame****************@a*.com
Raymond James Financial Services	315 Montgomery St # 800, San Francisco, CA 94104	41582xxxx0	aar**********@r*********.com	5.01						17185
Alpha Solutions Investment Advisors	90 New Montgomery St, San Francisco, CA 94105	41588xxxx8	ant**@a********.com
Brio Financial Group-Ameriprise Financial Services Inc	19 Sutter St, San Francisco, CA 94104	41562xxxx0	dns***@a*.com
Christopher Arnold Insurance Agency		41533xxxx0
Citibank	2198 Chestnut St San Francisco, CA 94123	41581xxxx4	abb********@c*.com			3	25			154190	1818	11
Hanmi Bank	1469 Webster St San Francisco, CA 94115	41574xxxx0	abc*****@h**.com			2.8	6
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91			107322	16242	108000
DABK Financial Planning Services	1007 Villa Nueva Dr El Cerrito, CA 94530	51055xxxx8		5	4
David Tan - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dav******@a*.com
Paul Kromhout, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abb*******@u.com
Merrill Lynch Financial Advisor Anna Karpova	555 California St, San Francisco, CA 94104	41567xxxx2	ale********@m.com	2.33
Project Finance Advisory Limited	16A Funston Ave, San Francisco, CA 94129	41558xxxx2	car********@p*******.com	5	1
Legato Capital Management	111 Pine St Ste 1700, San Francisco, CA 94111	41540xxxx2	bar**@b*********.com							365		399
Cerebellum Capital Inc	425 California St Ste 1010, San Francisco, CA 94104	41536xxxx0
Merrill Lynch Wealth Management	600 California St Fl 7, San Francisco, CA 94108	41595xxxx0
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
Charles Schwab Corporation	211 Main St, San Francisco, CA 94105	41566xxxx0	aar******@s***.com	3.2	17					265066	139
Caerus Investment Advisors, LLC	5 3rd St, San Francisco, CA 94103		dan****@c**********.com	1.2	18
Brighton Jones	445 Bush St 6th floor, San Francisco, CA 94108	41567xxxx2	acc*****@b**********.com	5	2					618		702
Paul M. Dorsey, CFP , ChFC , CLU - Financial Advisor, Senior Vice President Investments	Raymond James, 575 Market St #3900, San Francisco, CA 94105	41553xxxx8
Ubs	1 California St, San Francisco, CA 94111	41528xxxx2	3d@**w.ubs							229814		240131
Edward Jones - Financial Advisor: Michael J Kenyon	8 10th St Ste 922 San Francisco, CA 94103	41561xxxx0	a.j*******@e********.com							87586		100000
Cresset Family Office \| San Francisco	101 California St Suite 2900, San Francisco, CA 94111	41594xxxx4	aba****@c***********.com
Merrill Investment & Retirement Financial Center	288 W Portal Ave, San Francisco, CA 94127	41557xxxx8	ald*********@m.com
Fillmore Capital Partners	4 Embarcadero Ctr, San Francisco, CA 94111	41583xxxx7	abi**@f********.com
Raymond James Financial Services	601 Montgomery St, San Francisco, CA 94111	41521xxxx4
Carl Consing - Financial Advisor, Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx6
Creditbooster	655 Montgomery St Ste 540, San Francisco, CA 94111	40470xxxx0
Citrine Capital	535 Mission St, San Francisco, CA 94105	41549xxxx2	inf@c********************.com
Wells Fargo Wholesale	601 California St, San Francisco, CA 94108	41539xxxx0
MMA Financial	44 Montgomery St, San Francisco, CA 94104	41567xxxx0
Communitas Financial Planning	1305 Franklin St Ste 309 Oakland, CA 94612	41533xxxx6	bil**@x**.com			1	1
Kate Wilusz - Ameriprise Financial Services	225 Bush St Ste 1835 San Francisco, CA 94104	41562xxxx5	dns***@a*.com			5	9
Scott Pollak - Ameriprise Financial Advisor	235 Montgomery St Ste 1169 San Francisco, CA 94104	41536xxxx0	dns***@a*.com
KKR Financial Advisors	555 California St Ste 5000, San Francisco, CA 94104	41531xxxx0	aar*****@u.com							229164		242000
Lois Wang - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx4	dns***@a*.com									65
Rhs Financial	201 Mission St Ste 1875, San Francisco, CA 94105	41549xxxx0	ale@r**********.com
Empirical Wealth Management	333 Bush St # 1410, San Francisco, CA 94104	41563xxxx5	aba**@e******.net							2572		2500
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.2	23
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com							14777		16000
Merrill Lynch Financial Advisor Jason C Hayes	555 California St 8th Floor, San Francisco, CA 94104	41567xxxx2	ale********@m.com	2.33
Tammy Haygood, CDFA - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	abc*@u.com
Orchid Wealth Management	1281 8th Ave, San Francisco, CA 94122	65033xxxx4	bra**@o*******************.com
Cantor Fitzgerald & Co	345 California St, San Francisco, CA 94104	41559xxxx1	aad****@c***.com					4.8	23	3376	22	3300
Unifimoney		41596xxxx7	app*****@u**.money
SD Mayer & Associates	235 Montgomery St Fl 30 San Francisco, CA 94104	41568xxxx1	abe@s****.com	4	4	2.3	3			241	38	253
Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor	Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx5	a.-*********@n***************.com	5	10					178	1037	187
Dustin Brown - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx0
Gordon Mak - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	and**********@a*.com									84
Yeske Buie	220 Montgomery St, San Francisco, CA 94104	41595xxxx6	afp@y***.com
Edward Jones - Financial Advisor: Meagan M Fishell	4190 24th St San Francisco, CA 94114	41528xxxx9	a.j*******@e********.com
First Republic Bank	558 Presidio Blvd, San Francisco, CA 94129	41556xxxx8	aac********@f**********.com	4	4	4.2	10			89730	259
Menke & Associates	255 California St Fl 10, San Francisco, CA 94111	41536xxxx0	aca*@m**.com
Young, Constance, AGT	353 Sacramento St, San Francisco, CA 94111	41528xxxx0	ame****************@a*.com							132834
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com							173		174
Remedios Financial Planning	600 California St 11th Floor, San Francisco, CA 94108	41557xxxx1	aug****@r**********************.com
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	71474xxxx0				4.9	38
Perkins, Joshua, AGT	529 Commercial St, San Francisco, CA 94111	41539xxxx0	ame****************@a*.com							132834
Manny Apolonio	100 Bush St Ste 1675 San Francisco, CA 94104	41577xxxx7	c18***************************@s***.wixpress									5000
Minkoff Wealth Partners-Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Ashfield Capital Partners	801 Montgomery St, San Francisco, CA 94133	41539xxxx7	epu**@a*****.com
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	bi@p****.com
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	56
Lantern Investments Inc	111 Pine St, San Francisco, CA 94111	41539xxxx9	ala******@h**********.com
Merrill Lynch Financial Advisor Thomas F Kendrick	555 California St, San Francisco, CA 94104	41527xxxx1	ale********@m.com	2.33
Anne M. Liang, CPA	5517 Geary Blvd, San Francisco, CA 94121	41575xxxx0	hel@c**************.com		5	3.7	3
PNC Private Bank	201 Mission St, San Francisco, CA 94105	88876xxxx6	aar****@p.com
Wells Fargo Advisors	1900 Union St, San Francisco, CA 94123	41539xxxx0
Babylon Wealth Management	100 Pine St #1250, San Francisco, CA 94111	41585xxxx1	sto*@b**********.com	5	8					173		174
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	rbc*******@r.com							14777		16000
California Housing Partnership Corp.	369 Pine St, San Francisco, CA 94104	41543xxxx4	aca***@c*.net							9		9
David H. Kobe & Associates	1001 Bayhill Dr Ste 200 San Bruno, CA 94066	65044xxxx6	mag*****@d**.com			2.6	5
VS Financial Planning	142 Sansome St 4th floor, San Francisco, CA 94104	41581xxxx3	961***********************************@w***************.com	5.01
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	rbc*******@r.com							14777		16000
WealthVest Marketing	220 Montgomery St Ste 891 San Francisco, CA 94104	87759xxxx5	aba***@w*******.com			3	2
San Francisco Federal Credit Union	4375 Geary Blvd, San Francisco, CA 94118	41577xxxx7	adu*************@s************.com	4.4	73	4.1	90
Vincere Wealth Management	201 Spear St Ste 1100 San Francisco, CA 94105	41557xxxx1	con**@a**********.com			5	2
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com							75		91
All About Your Taxes	358 El Camino Real, San Bruno, CA 94066	65041xxxx2	akr@a**************.com	5	2	4.9	153
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	80046xxxx0	a61**@f*****.com	3.3	21	1.6	160			318766
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	daw*********@a*.com									146
Silent Partner	92 Natoma St Ste 210, San Francisco, CA 94105	41522xxxx3
Cardinal Point Capital	235 Pine St Ste 1250, San Francisco, CA 94104	41542xxxx1	re@c*******************.com
Ameriprise Financial Advisors	425 Market St Ste 2200 San Francisco, CA 94105	41595xxxx3
Evans Jasper Partners - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41557xxxx9	abc*@u.com
Bruce Rosen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41529xxxx7	rbc*******@r.com	5	1					14777		16000
HOA Accounting Services	2261 Market St Ste 4100 San Francisco, CA 94114	92533xxxx0	ale****@h***********.com			3.7	15
Jason M. Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	wms********@r.com							12806
Damian Hedley - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx2	abc*@u.com
Linda Campbell, CFA - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx3	abc*@u.com
Alec Petty	San Francisco, CA 94104
Financial Capability Investment	32 Admiral Ave, San Francisco, CA 94112	41557xxxx3	fin****************************@c***********.com	5.02
Spazio Real Estate & Mortgages	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	58
U.S. Bancorp Investments - Financial Advisors: Salim Augustyn	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx3	aar**********@u***.com	5.01						342034	4074	344743
Quality Planning Corporation	595 Market St, San Francisco, CA 94105	41536xxxx7	dco****@q************.com
San Francisco Federal Credit Union	770 Golden Gate Ave, San Francisco, CA 94102	41577xxxx7	con***@s************.com	4.3	454	4.3	507			9797	363	9700
Risha Kilaru at OriginPoint	580 California St San Francisco, CA 94104	51020xxxx4	ava@o**********.com			4.8	338	5	14	330	3	365
LWA - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx7	abc*@u.com
Merrill Lynch Financial Advisor Kevin J Fernandez	555 California St, San Francisco, CA 94104	41567xxxx5	ale********@m.com
Chase Bank	926 Taraval St, San Francisco, CA 94116	41575xxxx1	acc********@c**.com			3.4	18				5
KB Financial Advisors	90 New Montgomery St Ste 1001, San Francisco, CA 94105	41590xxxx9	con**@k*******.com	3	2										5	2
Ameriprise Financial	235 Montgomery St Ste 1169, San Francisco, CA 94104	41536xxxx0	ame****************@a*.com
Financial Zen	600 California St, San Francisco, CA 94108	41579xxxx5	inf@f**********.com	5	26					11		17
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com							14743		16000
Liberty Hill Investing, LLC	201 Spear St Ste 1100 San Francisco, CA 94105	41542xxxx2				5	4
Rapport Financial	315 Montgomery Street 9th Floor, San Francisco, CA 94104	41596xxxx4	aar@r*************.com	5.01
Merrill Lynch Wealth Management	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx0	ale********@m.com	2.3	3
Raymond James Financial Services	555 Market St Ste 1800, San Francisco, CA 94105	41553xxxx0	a.-**********@r*********.com							17185
The Police Credit Union	2400 Irving St, San Francisco, CA 94122	80022xxxx1	aar@t********.org	4.6	17	3.5	84			1946
Baker Avenue Wealth Management	301 Battery St floor 2, San Francisco, CA 94111	41598xxxx0	am@b*******.com	5	2					52	4	68
Angela Dumalig Coaching	San Francisco, CA 94118		ang*@a**********.com
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	rbc*******@r.com							14777		16000
SF Fire Credit Union	3201 California St, San Francisco, CA 94118	41567xxxx0	aay*@s*****.org	3.7	95	3.5	355			1403	525
Private Wealth Management \| U.S. Bank	1 California St Suite 2100, San Francisco, CA 94111	91649xxxx1	aar**********@u***.com							345436	5414	348000
Row William	44 Montgomery St Ste 4210, San Francisco, CA 94104	41578xxxx7	dns***@a*.com
First Capital Group Inc.	3230 Scott St, San Francisco, CA 94123	41557xxxx5	all@f********.com	5	1								5	1
Merrill Lynch Wealth Management	220 Montgomery St Ste 600, San Francisco, CA 94104	41578xxxx0	ale********@m.com
Edward Jones - Financial Advisor: Dominic J McKenna	887 Island Dr Ste E Alameda, CA 94502	51074xxxx0	a.j*******@e********.com			5	1			87631		100000
Callahan Financial Planning Company Fee-Only Financial Advisors In San Francisco	75 Broadway Ste 202, San Francisco, CA 94111	41579xxxx0	alb*@c*************.com									1000
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Victor Villagracia, CIMA, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx3	abc*@u.com
Mike Koran - Primary Residential Mortgage	1746 18th St, San Francisco, CA 94107	51098xxxx8	kay******@p*****.com	5	117	5	125			70	2	74
Investors Protected Georgene Keeler	1831 Steiner St, San Francisco, CA 94115	41577xxxx3
The Brown & Klueger Group	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com							14743		16000
Stifel	1 Montgomery St, San Francisco, CA 94104	41536xxxx0	abb**@s***.com
The Financial Zen Group	600 California St Fl 11 San Francisco, CA 94108	41579xxxx5	cli*********@f*********.com			5	4			11		17
Patelco Credit Union	124 2nd St, San Francisco, CA 94105	80035xxxx8	aab**@p****.org	3.9	46	2.5	180			34555	705	34000
Cullen Financial Advisors	90 New Montgomery St San Francisco, CA 94105	41578xxxx1	cul***@c************.com
Lanning Financial	100 Pine St Ste 1250 San Francisco, CA 94111	41535xxxx9	adm@l*************.com			5	7	3.9	66	4322		4700
Simon Associates-Professional Fiduciary	San Francisco, CA 94146	41528xxxx3	bsi*@o*******.com			3.7	3
Financial Planning Group the-Tax & Financial Planning Advisory S	299 Arguello Blvd San Francisco, CA 94118	41575xxxx2
Pixel Financial Planning, LLC	201 Spear St Ste 1100, San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com												5	11
Julia Wan - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	abc*@u.com
John Brunello, CFS, AAMS, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	abc*@u.com
Private Wealth Management \| U.S. Bank	1 California St Ste 1000, San Francisco, CA 94111	41537xxxx7	aar**********@u***.com	5.03						342034	4074	344743
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	1550 Noriega St Ste 100 San Francisco, CA 94122	41566xxxx5	bra**@h*********.com			4.6	57	5	17	159		157
Cogo Wolf Asset Management	555 Pine St, San Francisco, CA 94108	41543xxxx0
Lincoln Financial	44 Montgomery St Suite 2950, San Francisco, CA 94104	41584xxxx6	inf@s********.com	2	2
NC Financial Group \| San Francisco	22 Battery St #401, San Francisco, CA 94111	41548xxxx9	amb********@c*****.com	3	6
Main Management	601 California St Ste 620, San Francisco, CA 94108	41521xxxx0	ari*@m****.com
SAS Financial Advisors, LLC	50 California St #1500, San Francisco, CA 94111	41527xxxx5	ala@s********.com
Lin l Hartmeyer l Abbay l Chan - UBS Financial Services Inc.	555 California Street 34th 46th Floor, San Francisco, CA 94104	41595xxxx8	ben*****************@u.com
Pamela G Lee, CFP - Pursestrings	2647 21st Ave San Francisco, CA 94116	41575xxxx8	pam@p********************.com
Redwood Credit Union	1390 Market St, San Francisco, CA 94102	80047xxxx8	aa@r********.org			3.4	108
VitaVie Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	inf@f*****************.com
Hahn Capital Management	601 Montgomery St Ste 840, San Francisco, CA 94111	41539xxxx2	hch@h****.com
Chris Benson - Thrivent	50 California St Ste 1500, San Francisco, CA 94111	65035xxxx2	adm@d*********.com
Ameriprise Financial	353 Sacramento St, San Francisco, CA 94111	80053xxxx1	dns***@a*.com	5.027
Twin Peaks Wealth Advisors	1 Daniel Burnham Ct, San Francisco, CA 94109	40848xxxx0	arn*@t****.com	4.9	40					413	6
Carmen C Goldsmith - MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx2	aan****@f***********.com			5	4
Jane Financial	Oakland, CA 94577	41541xxxx2	abe***********************************@w***************.com			5	1
Lauren Kusumoto Law Office	301 Junipero Serra Blvd Suite 230, San Francisco, CA 94127	41557xxxx6		2	1
Boom Planning	847 Sansome St # 4, San Francisco, CA 94111	41567xxxx0		5	1
James Klein - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx8	abc*@u.com
Dal Investment Co	235 Montgomery St Ste 1049, San Francisco, CA 94104	41539xxxx3	sup**@f**.com							1429	12
ALN Financial Planners	1390 Market St #1004, San Francisco, CA 94102	41570xxxx0		5.02
Columbia Pacific Wealth Management	600 Montgomery St Ste 3900, San Francisco, CA 94111		amy*******@c****.com
American Express	451 Kansas St, San Francisco, CA 94107	41579xxxx5	aar@a************.com							906256
Communitas Financial Planning	870 Market St STE 754, San Francisco, CA 94102	41533xxxx6	ian@c******************.com
White Oak Global Advisors	88 Kearny St Fl 4, San Francisco, CA 94108	41564xxxx0	abi*@w*******.com
Remedios Financial Planning	Four Embarcadero Center, Suite 1400, San Francisco, CA 94111	41557xxxx1	aug****@r**********************.com
Nguyen, Khoi, AGT	230 California St, San Francisco, CA 94111	41553xxxx0	ame****************@a*.com							132834
David Tan - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3		5.01
Stangl Advisors, Inc.	825 Van Ness Ave Ste 302, San Francisco, CA 94109	41583xxxx0	ada@s************.com
Borden Group - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Todd Temple - Northwestern Mutual	111 Sutter St Ste 1800 San Francisco, CA 94104	41573xxxx4	tod*******@n.com			4.5	2
KKR Credit Advisors (US), LLC	555 California St, San Francisco, CA 94104	41531xxxx0	aar*******@k.com
Rs Investments	455 Market St Ste 970, San Francisco, CA 94105	41559xxxx0	abd***********@f**********.com
Charles Schwab	3478 California St # 100, San Francisco, CA 94118	41544xxxx0	abc****@s***.com
Perigon Partners	201 Mission St Ste 1825, San Francisco, CA 94105	41543xxxx0	b@p**************.com
Hanke Wealth Management	100 Bush St Ste 1675 San Francisco, CA 94104	41578xxxx0	c18***************************@s***.wixpress			5	5
Mosher Financial Group	256 Laguna Honda Blvd Ste A San Francisco, CA 94116	41568xxxx0
Money Meaning & Choices Institute	301 Mission St, San Francisco, CA 94105	41526xxxx7	adm@m*********.com
Altman & Cronin Benefit Consultation	100 Pine St Ste 1500, San Francisco, CA 94111	41539xxxx0	afe****@a*********.com
MCK Associates	220 Bush St, San Francisco, CA 94104	41578xxxx3	amo**@m***.net
Morgan Stanley	555 California St Ste 2100, San Francisco, CA 94104	41557xxxx0	inf@t********************.com
The Grayson Group	345 California St, San Francisco, CA 94104	41560xxxx5	rbc*******@r.com
Odena Exchange & Financial Services	870 Market St Ste 403, San Francisco, CA 94102	41595xxxx6
Ameriprise Financial	180 Montgomery St, San Francisco, CA 94104	80053xxxx1	dns***@a*.com	5.01
H&R Block	4750 Telegraph Ave Oakland, CA 94609	51065xxxx7	aab*@h****.com	4.5	183	2.7	56
RHS Financial	4171 24th St # 101, San Francisco, CA 94114	41549xxxx0	ale@r**********.com	5	32
Golden Mean Capital	665 3rd St, San Francisco, CA 94107	41597xxxx3
Curb The Clutter	568 Shoreline Hwy, Mill Valley, CA 94941	41564xxxx1	hel@r********.com	5	2	4.9	8
Areté Wealth Strategists	2120 University Ave Fl 5 Berkeley, CA 94704	88854xxxx0	ash*@a*****.com			5	5
Arch Hoffman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com	5.01						11574		12901
Edward Jones - Financial Advisor: Matthew T Mierzycki	1569 Sloat Blvd Ste 312 San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com
A C Investor	555 California St, San Francisco, CA 94104	41567xxxx0	bra*******@a********.net
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com							14777		16000
Vision Capital Investment Management	3450 Geary Blvd Ste 203, San Francisco, CA 94118	41573xxxx0
Raymond James Financial Services	870 Market St #711, San Francisco, CA 94102	41539xxxx0	aar**********@r*********.com	5.013						17185
Charles Schwab	707 Sacramento St, San Francisco, CA 94108	41578xxxx1	ask****@s***.com
Bing Presnell - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx6	abc*@u.com
San Francisco, CA Branch Office - UBS Financial Services Inc.	555 California Street 34th 46th Floor, San Francisco, CA 94104	41539xxxx0	ben*****************@u.com
Norbay Insurance Services	1728 Noriega St San Francisco, CA 94122	41566xxxx0	inf@n*************.com		5	3	3
Merrill Lynch Financial Advisor Patrick B Benson	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com
Delphi Wealth Management Group San Francisco	44 Montgomery St Suite 2950, San Francisco, CA 94104	62827xxxx2	jls**@d******.com							610	48	661
The Humphreys Group	220 Montgomery Street, Suite 1850, San Francisco, CA 94104	41592xxxx1	dia@h***********.com							91	2
Cpic International	244 California St, San Francisco, CA 94111	41598xxxx5	tom@c***.net
Lee Pamela G	2647 21st Ave, San Francisco, CA 94116	41575xxxx8	pam@p********************.com
American Express	180 Montgomery St, San Francisco, CA 94104	41528xxxx0	aar@a************.com							900331
Edward Jones - Financial Advisor: Patrick Cross, CFP®\|ChFC®\|AAMS™	345 W Portal Ave Suite 100, San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com	4.811						80726		90143
Rockwood Wealth Management	68 Rockwood Ct, San Francisco, CA 94127	41559xxxx7	ste*********@r*******.com
Pixel Financial Planning	201 Spear St Ste 1100 San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com		4	5	19
Baker Avenue Asset Management	301 Battery St Fl 2, San Francisco, CA 94111	41598xxxx0	am@b*******.com	5	2					52	4	68
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St Suite A, San Francisco, CA 94123	41523xxxx4	and*****@c***********.ca
Odena Exchange & Financial Services	870 Market St, San Francisco, CA 94102	41595xxxx6	3d@e**********.com	4	4
Friedman Peters Group	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com							12807
Sean Hanson - Financial Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0	dns***@a*.com
Ware, Gregory, AGT	311 California St, San Francisco, CA 94104	41577xxxx3	dns***@a*.com
AIR Worldwide	388 Market St Ste 750, San Francisco, CA 94111	41591xxxx1
Spry Financial Consulting	470 3rd St, San Francisco, CA 94107	41521xxxx0
JMD Financial Partners, LLC	100 Pine St Ste 1250 San Francisco, CA 94111	41572xxxx0	inf@j************.com			5	4
John Magadini - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dns***@a*.com							350	3	350			5	6
Edward Jones - Financial Advisor: Patrick Cross	345 W Portal Ave Ste 100, San Francisco, CA 94127	41527xxxx7	and*****@c***********.ca
Edward Jones - Financial Advisor: Michael J. Kenyon	8 Otis St Ste 922, San Francisco, CA 94103	41561xxxx0
Morgan Stanley Smith Barney	1 Sansome St Fl 38 San Francisco, CA 94104	41598xxxx0	a.m*****@m*.com			1.3	11
Jillian Bremer	San Francisco, CA 94115		inf@d************.org			5	4
Wells Fargo Advisors	464 California St, San Francisco, CA 94104	41539xxxx2
Wells Fargo Bank	5455 Geary Blvd, San Francisco, CA 94121	41539xxxx5	aar********@w*******.com	3.4	29	2.7	43			154213		11
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	121			681	28
Crypto Investor Course	58 W Portal Ave #713, San Francisco, CA 94127
Mark Anthony Porter - Porter, Ritchie and Associates	44 Montgomery St Ste 3100 San Francisco, CA 94104	41574xxxx6	dns***@a*.com			5	6
Greg C Musick - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	and**********@a*.com							73		92
Ameriprise Financial Services Inc	432 Clay St, San Francisco, CA 94111	41553xxxx0	dns***@a*.com
The Charles Schwab Corporation	211 Main St, San Francisco, CA 94105	41566xxxx0	3d@**w.schwabfunds	3	16					263488	126	271279
Moskowitz LLP	201 California St Ste 640 San Francisco, CA 94111	62821xxxx3	afo@m*********.com	4	32	3.6	175			154		179
Pillar6 Advisors, LLC	1160 Battery St East Building, Suite 100, San Francisco, CA 94111	41569xxxx1	bi@p****.com	5.09
Gracious Financial Planning	220 Montgomery St San Francisco, CA 94104	41539xxxx6
Portsmouth Financial Services	250 Montgomery St Ste 200 San Francisco, CA 94104	41554xxxx0	bjo***@p****************.com
Blumberg Capital	580 Howard St, San Francisco, CA 94105	41590xxxx0	agr****@b************.com					5	44	1122	22	1100
Corporate Finance Advisors	912 Cole St, San Francisco, CA 94117	31031xxxx1
Trabert Asiano Advisors - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx7	abc*@u.com
Judith Allione - Associate Financial Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0		5.01
Compass Analytics	580 California St, San Francisco, CA 94104	41546xxxx0	ado@c**************.com
The Macan Investment Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41596xxxx7	ben*****************@u.com
Retirement Plan Services - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	abc*@u.com
Beam Financial Group	San Francisco, CA 94123					5	8
TAN Wealth Management \| San Francisco Bay Area \| Tan Phan, MSFP, CFP®		41577xxxx8	tan@t******.com	5	4
SAS Financial Advisors	582 Market St Ste 1604 San Francisco, CA 94104	41573xxxx2	ala@s********.com			5	2
Ameriprise Financial	353 Sacramento St Ste 2300, San Francisco, CA 94111	41528xxxx0	dns***@a*.com
Callahan Financial Planning Company \| Fee-Only Financial Advisors in San Francisco	75 Broadway Ste 202, San Francisco, CA 94111	41579xxxx0	alb*@c*************.com									1000
Wells Fargo Advisors	2100 Fillmore St, San Francisco, CA 94115	41539xxxx3
Wilusz, Kate, AGT	230 California St, San Francisco, CA 94111	41562xxxx5	dns***@a*.com
Wang Wealth Advisors LLC	1177 California St APT 503, San Francisco, CA 94108	41575xxxx7	aar******@l.com	5	1
Ameriprise Financial	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx6	dns***@a*.com
Wells Fargo Advisors	1015 Stockton St, San Francisco, CA 94108	41531xxxx0
Merrill Lynch Wealth Management	2 Belvedere Pl Suite 100, Mill Valley, CA 94941	41528xxxx0	bro********@m.com	5	1
Robert Lee Riley	50 California St Fl 15 San Francisco, CA 94105	41530xxxx8	lee@r**************.net	5	2	5	4
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	6			342		369
Soriano, Brittany, AGT	353 Sacramento St, San Francisco, CA 94111	41574xxxx3	ame****************@a*.com
Michael Pritts - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	wms********@r.com							14800		16000
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41596xxxx3	abc*****@u.com
Pace Harmon	455 Market St Ste 1220, San Francisco, CA 94105	41549xxxx5	any**@p*******.com							2984	353
The Advisory Group of San Francisco - Financial Advisors	44 Montgomery St Suite 2410, San Francisco, CA 94104	41597xxxx0	ati*@a************.com	5	1					65	2	68
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com	5	1					14777		16000
Development Specialists Inc	150 Post St, San Francisco, CA 94108	41598xxxx7	abo***@d.biz
PENSCO Trust Company	560 Mission St, San Francisco, CA 94105	41527xxxx0
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	91			774		835
Edward Jones - Financial Advisor: Jilena Y Mok	2000 Van Ness Ave Ste 714, San Francisco, CA 94109	41574xxxx9	and*****@c***********.ca	5	2
Roberts & Ryan Investments Inc	57 Post St Ste 612, San Francisco, CA 94104	41595xxxx0	dro***@r********.net
HarborLight Investments	516 El Cerrito Plz El Cerrito, CA 94530	51055xxxx2	inf@h********************.com			5	1
TAN Wealth Management \| San Francisco Bay Area \| Tan Phan, MSFP, CFP®	44 Montgomery St Suite 2410, San Francisco, CA 94104	41597xxxx0	doe***@a************.com	5	1					64	2
CSuite Investment	1 Market St Spear Tower Fl 36 San Francisco, CA 94105	41586xxxx1	sam********@c*************.com
Naiop Sfba	575 Market St, San Francisco, CA 94105	41536xxxx5	adm@n******.org
Edward Jones - Financial Advisor: Daniel Jew - Temp. CLOSED	2413 Webb Ave Ste D Alameda, CA 94501	51052xxxx6	a.j*******@e********.com			5	9
Morgan Stanley	101 California St, San Francisco, CA 94111	41569xxxx6	acm*********@m**********.com
Provident Credit Union	701 Sacramento St, San Francisco, CA 94108	41539xxxx2	aal*****@p********.org	4.3	12	4.4	79			5911	89	5800
Ruderman Investment Management	Alameda, CA 94501	51022xxxx5				5	1
Ameriprise Financial	115 Sansome St, San Francisco, CA 94104	41554xxxx2	ame****************@a*.com							132834
Patrick M Duffy, CPA	2546 3rd St Ste 7 San Francisco, CA 94107	41564xxxx8	joh@p*************.com			3.3	12
San Francisco, CA Branch Office - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41539xxxx0	acc*************@u.com
Bill Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com							14777		16000
Minkoff & Associates	111 Pine St Ste 1750, San Francisco, CA 94111	41539xxxx0	dns***@a*.com
AAA San Francisco Richmond District Branch	599 Clement St, San Francisco, CA 94118	83372xxxx9	aaa**********@n*****.aaa	4.4	169	3.4	90	3.6	702	201101	268	201000
Merrill Lynch Financial Advisor Daniel F Friel	555 California St, San Francisco, CA 94104	41547xxxx0	con**@p***********.org
Morgan Stanley	555 California St, San Francisco, CA 94104	41598xxxx8	abh*****@t*******************.com
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	bra**@b***.com	5	1					589
Ben Rose - Raymond James	575 Market Street, Suite 3900, San Francisco, CA 94105	41553xxxx0	aar**********@r*********.com
Hilltop Securities Inc.	50 California St Ste 2650, San Francisco, CA 94111	41526xxxx0	aar************@h**************.com		5					321
Christopher Mulanax, CPA	1 Sansome St Ste 3500 San Francisco, CA 94104	41570xxxx0				3.8	10
Green Retirement	909 Marina Village Pkwy Ste 587 Alameda, CA 94501	51063xxxx1	jam@g************.com			5	3
Ayuda Financial Services	576 Sacramento St Fl 2 San Francisco, CA 94111	41544xxxx1	afi**************@a***********.com	4.6	66	4.6	23
Rosenblum Barbara G	1388 Sutter St Ste 725, San Francisco, CA 94109	41577xxxx0	fli***@r**.com
Wilson & Associates - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	41596xxxx7	abc*@u.com
Pantheon Ventures Inc	600 Montgomery St, San Francisco, CA 94111	41524xxxx0	3d@**w.pantheon
SDM Advisors - Wealth Management	235 Montgomery St 30th Floor, San Francisco, CA 94104	41569xxxx0	fre****@s********.com
The Gapper Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com							14743		16000
Park Avenue Securities	580 California St Ste 1300, San Francisco, CA 94104	41565xxxx0
TSG Consumer Partners	600 Montgomery St Ste 2900, San Francisco, CA 94111	41521xxxx0	aah*@t********.com
Open Advisors - San Francisco	44 Montgomery St San Francisco, CA 94104	92565xxxx1	bas****@m***********.com
San Francisco, CA Private Wealth Management - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	88866xxxx0	acc*************@u.com
Rich Chambers, CFP, RLP	1310 Sanchez St San Francisco, CA 94131	65021xxxx8
Peter Myers - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	pet******@r.com
Merrill Lynch Financial Advisor Thomas Chang	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com	2.33
Simon Equity Partners	100 Spear St Ste 1115, San Francisco, CA 94105	41576xxxx0	gil*@s********.com
Bridgeway Private Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41577xxxx1	abc*@u.com
Foci Wealth Management - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com							75		91
Bradley Ughetta - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41579xxxx2	aar****************@b**********.com					3	922	98159	1047
Live Free	San Francisco, CA 94123	41534xxxx2
Stafford Capital Management	275 Battery St Ste 1600, San Francisco, CA 94111	41536xxxx0	bob@s**************.com
Decker Retirement Planning	50 California St Ste 1500 San Francisco, CA 94111	41552xxxx0	inf@d******.com			5	1
Aikapa Wealth Planning & Management	1 Market San Francisco, CA 94015	41554xxxx7	adm@a***.com
Stern & Associates	2145 19th Ave STE 201, San Francisco, CA 94116	41542xxxx7	off*@s*****.com	3.7	3					3
Menke Capital Corp	690 Market St, San Francisco, CA 94104	41536xxxx0	aca*@m**.com
Morningside Investment Advisors	870 Market St, San Francisco, CA 94102	41598xxxx2
Lois Wang - Platinum Financial Services Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx4	dns***@a*.com							63
Vista Equity Partners	4 Embarcadero Ctr Ste 2000, San Francisco, CA 94111	41576xxxx0	gil*@s********.com		5
U.S. Bancorp Investments - Financial Advisors: Arleengrace Vatuvei	4610 Mission St, San Francisco, CA 94112	41546xxxx9	aar**********@u***.com							341259	3975	343821
Vista Wealth Management	88 Kearny St Ste 1700 San Francisco, CA 94108	65025xxxx0	bra@v********.com
Wells Fargo Advisors	557 Castro St, San Francisco, CA 94114	41562xxxx2
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services, LLC	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	dns***@a*.com
Morgan Stanley Wealth Management	680 Mission St, San Francisco, CA 94105	41560xxxx2	acm*********@m**********.com							113353	3087	131000
Keefe Bruyette & Woods Inc	1 Montgomery St, San Francisco, CA 94104	41559xxxx0	aax*@k.com
Minkoff, Steven	529 Commercial St Fl 400, San Francisco, CA 94111	41539xxxx0	ame****************@a*.com							132834
Newport Asia	601 California St, San Francisco, CA 94108	41567xxxx0	aas**@n***********.com
First Republic Bank	279 W Portal Ave, San Francisco, CA 94127	41550xxxx9	aac********@f**********.com	4.2	13					89876	257
Robasciotti And Associates	870 Market St, San Francisco, CA 94102	41598xxxx0	afs*@r********.com					5	14			214
Moira Amado-McCoy, Robertson Stephens	455 Market St Ste 1600, San Francisco, CA 94105	41550xxxx0	abl@r******.com							999	8
Wells Fargo Advisors	150 California St Ste 1700, San Francisco, CA 94111	41591xxxx9	ant*************@w***************.com							188275		189000
Charles Schwab	100 Post St, San Francisco, CA 94108	41566xxxx0	ata******@s***.com	3.8	9
Troy Evans - Ameriprise Financial Advisor	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx7	dns***@a*.com
Haven Wealth Management	1 Sansome St Ste 3500, San Francisco, CA 94104	41587xxxx6	cpo*******@c**************.com									113
Laird Norton Wetherby	580 California St 8th floor, San Francisco, CA 94104	41539xxxx9	emo*@l********.com	5	2
ImpactAdvisor LLC	655 Montgomery St 7th floor, San Francisco, CA 94111	41586xxxx0	exx******@i**********.com	5	7
Xi Qiao - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Fiduciary Law Attorney	1109 Vicente St, San Francisco, CA 94116	41575xxxx5	dpa***@f**********.com
City National Bank - San Francisco Main	150 California St, San Francisco, CA 94111	41557xxxx0	ale**********@c.com			2.8	6			5371	151	5900
Grove	487 Bryant St F3, San Francisco, CA 94107		993***********************************@w***************.com
SBVRT	1819 Polk St Ste 251 San Francisco, CA 94109	41571xxxx1				5	1
Matthews International	555 De Haro St, San Francisco, CA 94107	41525xxxx6
Bank of America ATM	288 W Portal Ave, San Francisco, CA 94127	84440xxxx0	ahm*****@b*.com	5	1					871174
Wentworth Hauser & Violich	353 Sacramento St, San Francisco, CA 94111	41598xxxx1	inf@s********.com
AAA San Francisco Lakeshore Plaza Branch	1585 Sloat Blvd, San Francisco, CA 94132	84429xxxx3	aaa**********@n*****.aaa	4.2	186	3.1	116
Serent Capital	1 Embarcadero Ctr Ste 1150, San Francisco, CA 94111	41534xxxx0	aal********@s**********.com
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com							14777		16000
The Soriano McKinney Group - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx5	abc*@u.com
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	ari**@s**************.com			5	10
The Nickel Cox Group	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com							12807
Morgan Stanley Smith Barney	555 California St Fl 35 San Francisco, CA 94104		c_m****@a***.morganstanleyclientserv			2.3	3
Institute For Private Investors	88 Kearny St Ste 750, San Francisco, CA 94108	41593xxxx0	aw@m*********.net
Altum Wealth Advisors	San Francisco, CA 94129	41537xxxx2	inf@a*********.com
First Republic Bank - Temp. CLOSED	101 Pine St San Francisco, CA 94111	41526xxxx7	aa@f************.com	3.8	19	3.7	110
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
Richard Groh, CFP	2 Belvedere Pl Ste 100 Mill Valley, CA 94941	41528xxxx4
Ziegler	555 Pine St, San Francisco, CA 94108	41527xxxx0	aac****@z****.com							493		523
San Francisco Elements Group - Morgan Stanley	555 California St 35th Floor, San Francisco, CA 94104	41595xxxx7	acm*********@m**********.com
Gaylord Wealth Management	3145 Geary Blvd Ste 717 San Francisco, CA 94118	41555xxxx2	con**@p***********.org			5	2
Citrine Capital	535 Mission St 14th floor, San Francisco, CA 94105	41549xxxx2	inf@c********************.com	5	15					378	4	386
Gridley Associates Inc	580 California St, San Francisco, CA 94104	41539xxxx0	inf@g***************.com
Baker Street Advisors	455 Market St, San Francisco, CA 94105	41534xxxx0	ada@b*****************.com
Raymond James	870 Market St Ste 711, San Francisco, CA 94102	41539xxxx0	aar**********@r*********.com							17482		18000
Cerity Partners	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aad*@c***********.com
Raymond James Financial Services	534 Pacific Ave, San Francisco, CA 94133	41584xxxx7	aar**********@r*********.com	3.73						17185
Courtney E Horn - Financial Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0	dns***@a*.com
Mindful Money	Berkeley, CA 94704	51084xxxx2	jon***@m****.money			5	19			9740		9700
Edward Jones - Financial Advisor: Yun Fang	1569 Sloat Blvd, Ste 312 San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com			5	1
U.S. Bank Branch	443 Castro St, San Francisco, CA 94114	41543xxxx0	aar**********@u***.com	4.4	18	1.7	121			345625	5337	348000
Priya Aggarwal - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx6	abc*@u.com
Osterweis Capital Management	1 Maritime Plz Ste 3800, San Francisco, CA 94111	41543xxxx1	abu@o******.com
Bernstein Global Wealth Management	555 California St, San Francisco, CA 94104	41521xxxx0	aar****@a**************.com
Charles Schwab	101 Montgomery St, San Francisco, CA 94104	41565xxxx9	3d@**w.schwab							257924	32	267397
Roberts & Ryan Investments Inc	57 Post St Ste 614, San Francisco, CA 94104	41595xxxx0	dro***@r********.net
Edward Jones - Financial Advisor: Judy Ho	1150 Ballena Blvd Ste 100 Alameda, CA 94501	51052xxxx4	a.j*******@e********.com			5	1			87631		100000
S J Capital Inc.	601 California St, San Francisco, CA 94108	41542xxxx0
Golden Gate Personal Financial Planning	703 Market St Ste 614, San Francisco, CA 94103	41534xxxx9	ggp****@d***************.com
Julie Malta - Guarantee Mortgage	232 Townsend St, Ste 1275 San Francisco, CA 94107	41520xxxx0	aau****@g**************.com	5	52	4.9	71			1525	18
BOL Global	2830 Geary Blvd, San Francisco, CA 94118	41547xxxx4	bol@b***********.com	4.6	48	4.5	81
Merrill Lynch Financial Advisor Bill Butler	555 California St 9th Floor, San Francisco, CA 94104	41595xxxx3	ale********@m.com	2.33
Gridley Associates Inc	580 California St Ste 1600, San Francisco, CA 94104	41539xxxx0	inf@g***************.com
Michele Weiss - Northwestern Mutual	600 Montgomery St, Suite 1600 Transamerica Pyramid Bldg, San Francisco, CA 94111	41544xxxx9	ann*******@n.com
Wells Fargo Advisors	292 Battery St, San Francisco, CA 94111	41539xxxx5
FAME	San Francisco State University, 1600 Holloway Ave, San Francisco, CA 94132
Wellguard Insurance & Financial	1516 Oak St Ste 218 Alameda, CA 94501	51074xxxx9	inf@w****************.com			5	1
First Financial Services	1327 Taraval St, San Francisco, CA 94116	41566xxxx0		5	1
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Ste 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
Etonway Financial	101 Montgomery St Ste 600, San Francisco, CA 94104	41574xxxx1	fxx****@e****.com
Defined Financial Planning	2413 Webb Ave Ste B Alameda, CA 94501	51020xxxx5	eve*@d************.com			5	1			130	2	143
Ameriprise Financial	230 California St Ste 501, San Francisco, CA 94111	41562xxxx5	dns***@a*.com
Ameriprise Financial	15 Post St, San Francisco, CA 94104	41580xxxx9
David Shaw, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx5	ben*****************@u.com
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 34th + 46th Floor, San Francisco, CA 94104	41595xxxx8	alb**********@u.com
Fruition Advisors	1159 Keith Ave Berkeley, CA 94708	51050xxxx0	ali*@f*************.com			5	11
Paradise Cay Financial Wealth Management & Insurance Services	600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx1	h.f******@n.com									2
Dawn Sanchez - Platinum Financial Services Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	dns***@a*.com
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	112			167045
Foci Wealth Management - Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	dns***@a*.com	5.01
Pershing	100 Pine St, San Francisco, CA 94111	41577xxxx0	aag*****@p*****.com							3072		3200
Marin Wealth Advisors LLC	50 California St, Suite 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com
Janet Lin - State Farm Insurance Agent	2190 3rd St, San Francisco, CA 94107	41562xxxx0	jan@i***********.com	5	137	4.8	116	5	12	109	4	114
Sagacious Insurance	900 S Broadway, San Francisco, CA 94016	34393xxxx7	57b***********************************@w***************.com							138	31	146
Charles Schwab	211 Main St, San Francisco, CA 94105	41566xxxx0	app*****************@s***.com			2.1	146
Wells Fargo Advisors	2300 Irving St, San Francisco, CA 94122	41568xxxx0
Bay Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41557xxxx1	abc*@u.com
AJJ Bookkeeping & Tax Services	South San Francisco, CA 94080	65053xxxx8	fin@m*.com			4.7	29
Chad R. Miles - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41541xxxx2	aar****************@b**********.com							55395	910
Brandywine Global Investment Management	155 Montgomery St Ste 1401, San Francisco, CA 94104	41577xxxx5	adr********@t***************.com
Khoshnevissan & Doğan Wealth Strategies	3 Embarcadero Ctr Ste 1610, San Francisco, CA 94111	41583xxxx4	a.m****@r.rockco
Burgess Financial Planning	354 Pine St FL 7, San Francisco, CA 94104	41552xxxx1	c18***************************@s***.wixpress	5	2
Wells Fargo Advisors	2 Grant Ave, San Francisco, CA 94108	41539xxxx4
Marin Wealth Advisors LLC	315 Montgomery St 10th Floor, San Francisco, CA 94104	41547xxxx5	inf@m*****************.com	5	1			5	13	132		130
Sutro Advisors	San Francisco, CA 94123	41561xxxx6	mxx******@s**********.com			5	1
Mccullough And Associates	101 California St, San Francisco, CA 94111	41595xxxx0	eco**@m***.com
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	dns***@a*.com	4.414
Ameriprise Financial Advisors	1 Market Street 36th Fl San Francisco, CA 94105	41529xxxx5
Medley Capital	600 Montgomery St Ste 3900, San Francisco, CA 94111	41556xxxx0	and@m***********.com
Zhong Wealth Management Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41596xxxx1	ben*****************@u.com
TD Ameritrade	525 Market St, San Francisco, CA 94105	41585xxxx0	aam*********@t*********.com
Reverse With Mary-Alice	Mill Valley, CA 94942	41523xxxx7
Macfarlane Partners	201 Spear St, San Francisco, CA 94105	41535xxxx0	aha***@m***************.com
Ameriprise Financial Advisors	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx8
Provident Credit Union	2171 Junipero Serra Blvd, Suite 150 Daly City, CA 94014	65099xxxx9	aal*****@p********.org			4.4	107
Silicon Private Wealth	500 Washington St, San Francisco, CA 94111	40864xxxx0	ccu******@s*****************.com	4.714
Golden Gate Insurance	1000 Hampshire St San Francisco, CA 94111	41542xxxx4				5	3
Kroeger Financial	3300 Powell Ste G-27 Emeryville, CA 94608	51086xxxx6				3.7	3
Simplify Financial Planning		41526xxxx3	ari**@s**************.com	5	7
C Sg Advisors Incorporated	1 Post St, San Francisco, CA 94104	41595xxxx4	acl*@c********.com
SF Fire Credit Union	565 Buckingham Way, San Francisco, CA 94132	41567xxxx0	aay*@s*****.org	4.5	37	3.8	64			1505	526	1500
aboutLife	450 Townsend St, San Francisco, CA 94107	41580xxxx9	bco**@n*******.com	4.9	19					184108	1092	195000
Jeffrey Windle - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx0	dns***@a*.com
Patrick Thor - Financial Advisor, Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services	3 Embarcadero Ctr Ste 1350, San Francisco, CA 94111	41547xxxx7	dns***@a*.com
Pantheon Ventures Inc	600 Montgomery St Ste 2300, San Francisco, CA 94111	41524xxxx0	abl****@p*************.com
Phillip Cannon at Guaranteed Rate (NMLS #277929)	636 4th St, San Francisco, CA 94107	41542xxxx1		5	6
Ranjeev Hira - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx6	abc*@u.com
Envision Financial Planning		41571xxxx1	don@e**************.com
Savant Investment Group	461 2nd St Apt 151, San Francisco, CA 94107	41592xxxx0	ali*@s*****.com
E J De La Rosa & Co	456 Montgomery St Ste 1900, San Francisco, CA 94104	41549xxxx3	aka***@e*******.com
Callahan Financial Planning - San Francisco	75 Broadway Ste 202 San Francisco, CA 94111	41579xxxx0	alb*@c*************.com									1000
Ameriprise Financial Advisors	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3				5	1
John Ritchie - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0		5.01
Union Financial Partners	2001 Union St Ste 540 San Francisco, CA 94123	41556xxxx0	a.t******@u*******.com			3.1	8
Applied Advisor		41532xxxx2	joh@a************.com
Susan Deming - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx7	abc*@u.com
Edward Schuller - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com							14800		16000
Stinson Capitol Management Investment Counsel	235 Montgomery St, San Francisco, CA 94104	41595xxxx6	ag@p*****************.com
Burgess Financial Planning	177 Post St Ste 600 San Francisco, CA 94108	41552xxxx1	c18***************************@s***.wixpress			4.9	36
Young Financial	235 Montgomery St, San Francisco, CA 94104	41539xxxx0	guy@y************.com
Applied Advisor	3150 18th St Ste 245 San Francisco, CA 94110	41532xxxx2	kat@a***********.com			4.3	14
Hanke & Company Wealth Management, LLC	100 Bush St # 1675, San Francisco, CA 94104	41578xxxx0	con**@h********.com	4.4	14
Callahan Financial Planning \| San Francisco Financial Advisors	4224 California St # 202, San Francisco, CA 94118	41560xxxx0	alb*@c*************.com
InVision Capital Advisor	18 Bartol St Ste 1233 San Francisco, CA 94133	65091xxxx8				5	2
The Lee Accountancy Group	369 13th St Ste 200 Oakland, CA 94612	51083xxxx0	inf@t***************.com			3.9	62
Decker Retirement Planning, Inc.	50 California St #1500, San Francisco, CA 94111	41552xxxx0	inf@d******.com	5	9					2481
The Seizin Group	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com
Balance Financial Planning	5438 Shafter Ave Oakland, CA 94618	51084xxxx2	che*@b******.com			5	2
First Financial Planners Inc	640 Church St, San Francisco, CA 94114	41578xxxx5		5.01
Grove	San Francisco, CA 94107					4.9	10
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	41598xxxx0	afs*@r********.com			5	10	5	14			214
Gregory Ware - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41577xxxx3	dns***@a*.com
Topel & DiStasi Wealth Management	2907 Claremont Ave Ste 111 Berkeley, CA 94705	51089xxxx0	gav@t**.com			5	1
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	alb**********@u.com
Structural Investment Management LLC	50 California St, San Francisco, CA 94111	41596xxxx0		2.04
Defta Inc	111 Pine St, San Francisco, CA 94111	41543xxxx2	aka**@d**********.com
Fillia Fransisca - State Farm Insurance Agent	2315 Noriega St San Francisco, CA 94122	41566xxxx6	fil*@f***.net	4.9	74	4.7	21
Reed Eisenhauer Financial Advisor Northwestern Mutual	600 Montgomery St #1600, San Francisco, CA 94111	50924xxxx3	ark*************@n.com	2.33
WP Advisors	353 Sacramento St Fl 18 San Francisco, CA 94111	41577xxxx0	inf@w***********.com
Thorne Asset Management	716 Montgomery St, San Francisco, CA 94111	41559xxxx1	abh***@b***************.com							582604		46
Complete Financial	459 Fulton St Ste 203 San Francisco, CA 94102	41520xxxx5	blo@f****.com	5	14	4.3	14
Goldmany Finance Inc	225 Bush St, San Francisco, CA 94104	41543xxxx7	joh@b******************.com
Walter Reinsdorf - Ameriprise Financial Services	311 California St Ste 400 San Francisco, CA 94104	41577xxxx6	dns***@a*.com			5	1
Mission Wealth	One Sansome St #3500, San Francisco, CA 94104	41541xxxx0	ach**@m**********.com
The Advisory Group of San Francisco	44 Montgomery St Ste 2410, San Francisco, CA 94104	41597xxxx0	ati*@a************.com		3				4	63	2	70			5	1
Jake Stewart - State Farm Insurance Agent	490 Post St Ste 1606 San Francisco, CA 94102	41598xxxx3	jak@j*********.com			4.6	45			361	9	360
Wetherby Asset Management	580 California St 8th floor, San Francisco, CA 94104	41539xxxx9	aar@w*****.com	5	2
NWK Group	50 California St Ste 1500, San Francisco, CA 94111	41524xxxx0	chu**@n*****.com	5	1
Parallel Advisors, LLC	150 Spear St #1600, San Francisco, CA 94105	41573xxxx9	adu@p*************.com
Provident Credit Union	450 Golden Gate Ave, 2nd Fl, No 2-0558 San Francisco, CA 94102	41586xxxx9	aal*****@p********.org			4.5	32			5912	89	5800
Bank of America Financial Center	5500 Geary Blvd, San Francisco, CA 94121	41562xxxx1	ahm*****@b*.com	1.8	25	2	44			886838
Ashfield	750 Battery Street San Francisco, CA 94111	41539xxxx7
Merrill Lynch Financial Advisor Alan Wong	555 California St, San Francisco, CA 94104	41528xxxx5	ale********@m.com	2.33
Whitter Trust Co	505 Montgomery St Ste 620, San Francisco, CA 94111	41528xxxx0	aau@w**********.com
Ameriprise Financial Advisors	115 Sansome St Ste 520 San Francisco, CA 94104	41554xxxx4
Jeff Y Wong - Northwestern Mutual	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx5	abb***@n***************.com							178	1038	187
Fc Advisors	300 Montgomery St #730, San Francisco, CA 94111	41552xxxx6
Cerity Partners	801 Montgomery St, San Francisco, CA 94133	41539xxxx7	aad*@c***********.com
FINANCIAL ASSOCIATES	San Francisco, CA 94132	41583xxxx2
Merrill Lynch Wealth Management	101 California St Ste 2575, San Francisco, CA 94111	41527xxxx2	ale********@m.com	2.3	3
Bank of America Financial Center	1007 Taraval St, San Francisco, CA 94116	41524xxxx0	ahm*****@b*.com	3.3	11					871174
Marra Salvatore	353 Sacramento St Ste 800, San Francisco, CA 94111	41561xxxx3
Wells Fargo Advisors	2454 Noriega St, San Francisco, CA 94122	41575xxxx0
Low Income Investment Fund	100 Pine St, San Francisco, CA 94111	41577xxxx4	aa@l******.org
Upscale Tax Professionals	1901 Harrison St Ste 1100 Oakland, CA 94612	51077xxxx2	amb@u********************.com			5	5
Swan Point LLC	1728 Ocean Ave, San Francisco, CA 94112	41524xxxx3	hen***********@g**.com
Dawn Sanchez - Platinum Financial Services Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	daw*********@a*.com							141
Artis Capital Management LP	1 Market Plz, San Francisco, CA 94105	41534xxxx0	aco*@b*******.com
Baker Street Advisors, LLC	575 Market St 6th floor, San Francisco, CA 94105	41534xxxx0	ada@b*****************.com
TrigoFi	1012 Torney Ave San Francisco, CA 94129	41532xxxx5	con**@t****.com
Tammy Haygood - UBS Financial Services Inc.	One California St Fl 20 San Francisco, CA 94111	41595xxxx5	aar*****@u.com			5	1
Seidler / Cattich Group	345 California St, San Francisco, CA 94104	41544xxxx5
Wedbush Securities	1 Bush St Ste 1700, San Francisco, CA 94104	41527xxxx0	a.c@w****.com							4508	289	4500
Fremont Group	199 Fremont St, San Francisco, CA 94105	41551xxxx1	aal****@f*********.com
Farooq Imam - Financial Advisor, Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services	3 Embarcadero Ctr Ste 1350, San Francisco, CA 94111	41547xxxx8	dns***@a*.com
MFA Financial Planning	586-B Wisconsin St, San Francisco, CA 94107	41580xxxx5	adm@m*****************.com	5	1
Brian Addington - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	rbc*******@r.com	5.01						12303		14000
TIAA Financial Services	4 Embarcadero Ctr Ste 1400, San Francisco, CA 94111	88884xxxx9	acc****************@t*.org	1	2					90938	529	91000
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	41563xxxx7	ami@l***********.com	4.2	19	5	45
ING Financial Partners	505 Montgomery St Fl 11 San Francisco, CA 94111	41552xxxx6
Magadini, John, AGT	353 Sacramento St, San Francisco, CA 94111	41574xxxx3	ame****************@a*.com							132834
Agile Financial Planning	28 2nd St #3, San Francisco, CA 94105	41535xxxx7	inf@a*****.com
Herrera Financial Services	1370 Valencia St Ste A San Francisco, CA 94110	41569xxxx0				5	1
Paladin Capital Management	235 Montgomery St Ste 812, San Francisco, CA 94104	41598xxxx5	pad***@p*******.com
Merrill Lynch Wealth Management	101 California St 24th Fl, San Francisco, CA 94111	41527xxxx0	ale********@m.com
Golden Gate Financial Partners	580 California St #1200, San Francisco, CA 94104	41539xxxx4
Robert Stoker - UBS Financial Services Inc.	555 California St 32nd Fl, San Francisco, CA 94104	41596xxxx1	abc*@u.com
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Protected Investors of America	235 Montgomery St Ste 1050, San Francisco, CA 94104	41578xxxx8	afa**@p***************.com
Raymond James	199 Fremont St, San Francisco, CA 94105	41548xxxx6	aar**********@r*********.com							17355
Brightview Financial Solutions, LLC		65051xxxx9	inf@b********.financial	5.01
Gillingham CPA	545 Market St, San Francisco, CA 94104		abi**@g**********.com	5	23	5	36
Wells Fargo Advisors Financial Network	580 California St Ste 1200, San Francisco, CA 94104	41587xxxx0
Fitch Financial Advisors LLC	2627 Chestnut St, San Francisco, CA 94123	41592xxxx9	cla**@f**********.com	5.01
Greg C Musick - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	dns***@a*.com
Private Ocean	140 Geary St Fl 6 San Francisco, CA 94108	41578xxxx2	ang*@p*********.com									124
Probitas Partners	425 California St, San Francisco, CA 94104	41540xxxx0	cam@p***************.com
Divorce Capital Planning	1 Almaden Blvd, Ste 610 San Jose, CA 95113	40899xxxx0	doe***@d*******************.com			5	9
Charles Schwab	101 New Montgomery St, San Francisco, CA 94105	41563xxxx4	aar******@s***.com
Carson Fong & Associates	950 Stockton St Ste 402 San Francisco, CA 94108	41598xxxx6				4.5	8
The Hoffman Xu Group	345 California St, San Francisco, CA 94104	41544xxxx3	joh******@c.rbcwealthmanagement
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	5
Pursestrings	2647 21st Ave, San Francisco, CA 94116	41575xxxx8	pam@p********************.com		13
Edward Jones - Christopher Lightner	1150 Ballena Blvd Ste 100 Alameda, CA 94501	51052xxxx4	a.j*******@e********.com			5	2
Aventine Wealth Management	75 Broadway Ste 202 San Francisco, CA 94111	41523xxxx0	aar****@a************.com
Merrill Lynch Wealth Management	101 California St 25th Fl, San Francisco, CA 94111	21323xxxx0	3d@**w.wealthmanagement
Chase Bank	265 Winston Dr Ste A, San Francisco, CA 94132	41556xxxx1		2.3	26
SJ Capital Finance	601 California St, San Francisco, CA 94108	41542xxxx0
Housatonic Partners	1 Post St Ste 2600, San Francisco, CA 94104	41595xxxx0	ala*****@h***************.com
Merrill Lynch Financial Advisor Justin M Kroplin	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx2	ale********@m.com	2.33
Marlow & Massoni Cpas	2134 Van Ness Ave San Francisco, CA 94109	41567xxxx4	ale@m********.com		32	4.5	8
Thrivent Financial - San Francisco Group	50 Belcher St San Francisco, CA 94114	41543xxxx0	a.v@t*******.com			3.5	2
Merrill Lynch Private Wealth Advisor Scott Buoy	555 California St Ste 1800, San Francisco, CA 94104	41595xxxx8	ale********@m.com
Hellman & Friedman	1 Maritime Plz, San Francisco, CA 94111	41578xxxx1	aai@h.com
Axiom Advisory	One Sansome St Ste 3500 San Francisco, CA 94104	41548xxxx1	hel@a**********.com
Benningfield Financial Advisors, LLC		41556xxxx8	hel@b*****************.com
Oum & Co	601 California St Fl 18 San Francisco, CA 94108	41543xxxx4	a@o*****.com	5	3	5	2
Stifel	100 Pine St Ste 1750, San Francisco, CA 94111	41539xxxx7	abb**@s***.com							4751		5200
Skylark Wealth	2443 Fillmore 380-1492 San Francisco, CA 94115	41588xxxx9	jan@s***********.com			5	1
Ameriprise Financial	180 Montgomery St Ste 1700, San Francisco, CA 94104	41528xxxx0	ame****************@a*.com
U.S. Trust	235 Pine St, San Francisco, CA 94104	41591xxxx8	aar**********@u****.com
Devine & Gong Inc	101 Montgomery St, San Francisco, CA 94104	41578xxxx3	and**@d*******.com
World Financial Group	250 Executive Park Blvd #4100, San Francisco, CA 94134	41560xxxx8		4.3	3
Farnsworth Search Group	505 Montgomery St, San Francisco, CA 94111	41587xxxx3	joh@f**************.com
StandardC	317 W Portal Ave, San Francisco, CA 94127	41553xxxx9	fxx*@s******.io
Michelle Renee Alberda - Ameriprise Financial Services	150 Post St Ste 530 San Francisco, CA 94108	41562xxxx3	dns***@a*.com			4.6	7
Impact Community Capital	450 Sansome St, San Francisco, CA 94111	41598xxxx4	aas*****@i**********.net
Van Ness Capital Group	1801 Van Ness Ave, San Francisco, CA 94109	41556xxxx5	aa@c***********.com
Hanke & Company Wealth Management, LLC	177 Post St # 800, San Francisco, CA 94108	41578xxxx0	c18***************************@s***.wixpress	4.4	14							85
Financial Technology Partners	601 California St, San Francisco, CA 94108	41551xxxx0	aar****@f*******.com							72		74
Ameriprise Financial	230 California St Ste 207, San Francisco, CA 94111	41562xxxx5	ame****************@a*.com
Bank of America Financial Center	288 W Portal Ave, San Francisco, CA 94127	41562xxxx1	ahm*****@b*.com	1.9	9					871174
Ameriprise Financial Advisors	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx6				1.7	23
Glass Lewis & Co	1 Sansome St Ste 3300, San Francisco, CA 94104	41567xxxx0	aad*****@g*******.com
Brandon J Miller - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	2
Joe Delaney, Robertson Stephens	455 Market St Ste 1600, San Francisco, CA 94105	41550xxxx0	abl@r******.com							995	8	1000
Osborne Partners Capital Management	580 California St Ste 1900, San Francisco, CA 94104	41536xxxx7	aar**@o************.com
Nathalie Delrue-McGuire - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	nat******************@r.com
Edward Jones - Financial Advisor: Parker T Austin	1628 California St Ste A, San Francisco, CA 94109	84422xxxx6	and*****@c***********.ca
Union Square Investment Co	360 Post St #900, San Francisco, CA 94108	41539xxxx8	web***@u************.com
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	47
Ftv	555 California St, San Francisco, CA 94104	41522xxxx0	aab***@f*******.com
Ameriprise Financial	150 Post St, San Francisco, CA 94108	41554xxxx3	dns***@a*.com
Progress Investment Management	33 New Montgomery St, San Francisco, CA 94105	41553xxxx0	dsh*@p***************.com
Karissa Wong - Ameriprise Financial Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx0
Elite Financial Group	San Francisco Bay Area, CA 94102	41577xxxx2	dhu*@e*****.com			4.8	5
Diverse Ventures Wealth Management Group - UBS Financial Services Inc.	555 California St 46th Fl, San Francisco, CA 94104	41595xxxx8	abc*@u.com
Upstart Wealth Management	582 Market St Ste 808 San Francisco, CA 94104	41554xxxx6	inf@u***********.com
Wells Fargo Advisors	San Francisco, CA 94104	41529xxxx0	a-w*************@w***************.com							188325		189000
Osborne Partners Capital Management	580 California St, San Francisco, CA 94104	41536xxxx7	aar**@o************.com
Wells Fargo Advisors	30 Dan Rd, San Francisco, CA 94105	41539xxxx2	a-w*************@w***************.com
Bank of America Financial Center	245 Winston Dr, San Francisco, CA 94132	41562xxxx8	ahm*****@b*.com	2.2	28					871173
Cecchin Townsend Group	345 California St, San Francisco, CA 94104	41544xxxx8	joh******@c.rbcwealthmanagement
Union Financial Partners Inc	2001 Union St Ste 540, San Francisco, CA 94123	41556xxxx0	a.t******@u*******.com					5	12	120	3	115			3	2
Lawrence Badiner Urban Planner	95 Brady St, San Francisco, CA 94103	41586xxxx5	lar@b*****************.com
Morgan Stanley & Co	101 California St San Francisco, CA 94111					1	2
Caffrey Insurance Solutions	2413 Webb Ave Ste C Alameda, CA 94501	51044xxxx7	aca***@c*************.com	5	2	5	89			71
Oui Financial	855 Lincoln Way, San Francisco, CA 94122		gui****@o*********.com	5	2
Lahtinen Eric	455 Market St Ste 1480, San Francisco, CA 94105	41577xxxx9	dns***@a*.com
Wells Fargo Advisors	655 8th St, San Francisco, CA 94103	41537xxxx5	a-w*************@w***************.com
Christopher Detzer	350 Oakland Ave, Oakland, CA 94611	51073xxxx9				4.9	18
Seven Hills Group LLP	88 Kearny St, San Francisco, CA 94108	41586xxxx0	abh*****@s*******.com
U.S. Bancorp Investments - Financial Advisors: Tyler Siv	4610 Mission St, San Francisco, CA 94112	41540xxxx8	aar**********@u***.com	3.73						341260	3975	343822
Fitch Financial Advisors	2627 Chestnut St San Francisco, CA 94123	41592xxxx9	cla**@f**********.com			3.7	3
Berit Suba, MBA,CFP	555 California Ste 2300 San Francisco, CA 94104	41539xxxx2				5	1
Securities America	555 California St, San Francisco, CA 94104	41557xxxx5	aad******@s**************.com
Ross Financial	1736 Stockton St # 1, San Francisco, CA 94133	41591xxxx2		5.01
Voce Capital Management	600 Montgomery St Ste 4300, San Francisco, CA 94111	41586xxxx0	hel@r********.com
Kayvan Izadpanah - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9
Block Advisors	1900 Noriega St Ste 202, San Francisco, CA 94122	41556xxxx1	aar@b**********.com	4	31					1539	349	2501
Minkoff & Associates	529 Commercial St, San Francisco, CA 94111	41539xxxx0	dns***@a*.com
Asti Financial Management	1101 Marina Village Pkwy Sre 201 Office #275 Alameda, CA 94501	51052xxxx7	eil*@a**********.com	4.7	3	4.5	17
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Merrill Lynch Financial Advisor David Finci	555 California St, San Francisco, CA 94104	41567xxxx8	ale********@m.com	2.33
AAA San Francisco Potrero Center Branch	2300 16th St Ste 280 San Francisco, CA 94103	62890xxxx9	aaa**********@n*****.aaa	4.3	327	3.4	141	3.6	702	201101	268	201000
Savitr Capital	1 Market Plz, San Francisco, CA 94105	41543xxxx0
Not So Secure Inc	555 California St, San Francisco, CA 94104	41595xxxx0	aad******@s**************.com							1289
Edward Jones	1569 Sloat Blvd #312, San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com	4.611
Transamerica Corporation	600 Montgomery S Ste 2300 San Francisco, CA 94111					1	11
Charles Schwab	200 California St, San Francisco, CA 94111	41526xxxx6	aar******@s***.com
Morgan Stanley Wealth Management	1 Sansome St Fl 38, San Francisco, CA 94104	41598xxxx0
San Francisco Equity Compensation Group - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	ben*****************@u.com
Hudson Private Wealth Advisors - Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com							71		75
BookSoEasy	1459 18th St Ste 246 San Francisco, CA 94107	41524xxxx2	ake@b*******.com			4.7	15
L Squared Wealth Management		41534xxxx7	d-j@l*******.com
Matthew Iacono, CFP, AWMA - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx4	abc*@u.com
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	46
Michael Yochum, CFP, CRPS - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx9	abb*******@u.com
San Francisco Associates	847 Sansome St Fl 4 San Francisco, CA 94111	41567xxxx0	abl****@s*********.com			5	2
Scheffler Thomas J Certified Financial Planner	1 Sansome St San Francisco, CA 94104	41595xxxx8
Ameriprise Financial	1405 Van Ness Ave Apt 212, San Francisco, CA 94109	41592xxxx8	dns***@a*.com
Ameriprise Financial Advisors	111 Pine St Ste 1750 San Francisco, CA 94111	41553xxxx0
Katy Song Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	kat@k******.com			5	3					76
Wells Fargo Advisors	555 California St Ste 2300, San Francisco, CA 94104	41529xxxx0	aim******@w***************.com							188275		189000
Wells Fargo Advisors	1595 Sloat Blvd, San Francisco, CA 94132	41524xxxx1
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com									92
Vitavie Financial Planning	195 Moulton St, San Francisco, CA 94123	41540xxxx2	ali*@n**************.com										5	1
Eric Stubbs - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx5	wms********@r.com							14743		16000
Greenhill Company Inc	600 Montgomery St, San Francisco, CA 94111	41521xxxx0	aab****@g******.com
Joseph A. Seidler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com
Ameriprise Financial	235 Montgomery St, San Francisco, CA 94104	41536xxxx0
Edward Jones - Financial Advisor: Damon Liang	2000 Van Ness Ave Ste 714, San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com							87631		100000
McMorgan & Co	1 Front St, San Francisco, CA 94111	41578xxxx0	ade**@m*****.com
Castellon Professional Services	48 Gold St Ste 200 San Francisco, CA 94133	41565xxxx6	jn@m*********.com			5	9
Jeffrey Nash and Eric Benz - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41557xxxx1	abc*@u.com
Joe Wu, CPA	Walnut Creek, CA 94598	92577xxxx9	joe@j*****.com			4.9	31
Steven Spiesberger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com							14800		16000
Affinity Capital Advisors	825 Page St Berkeley, CA 94710	51098xxxx1	con**@a***********.com			5	3
Skylark Wealth			bf7***********************************@w***************.com	5	7
ImpactAdvisor	655 Montgomery St, San Francisco, CA 94111	41542xxxx2	exx******@i**********.com			5	2
Ace Parking	580 California St, San Francisco, CA 94104	41577xxxx0	abe***@p****.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Merrill Lynch Financial Advisor Joseph M Nowak	101 California St 25th Floor, San Francisco, CA 94111	41527xxxx9	ale********@m.com	2.33
Bank of America Financial Center	1525 Market St, San Francisco, CA 94103	41562xxxx3	ahm*****@b*.com			2.2	73
Joanne Jordan - Ameriprise Private Wealth Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41562xxxx2
Stewart & Patten Co	1 Post St, San Francisco, CA 94104	41542xxxx2	dev****@c*************.com
1st Republic Investment Advisers	111 Pine St, San Francisco, CA 94111	41539xxxx8	aac********@f**********.com
Luna Xu - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com							14777		16000
Aikapa	1 Market St, Spear Tower, San Francisco, CA 94105	41554xxxx7	adm@a***.com
Riley Accounting Lee Riley CPA MBA-tax	85 Libertyship Way, Sausalito, CA 94965	41530xxxx8	lee@r**************.net			4.5	8
SRI Wealth Management Group	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Modern Family Finance	Oakland, CA 94612	41529xxxx6	hel@g*******.co			5	8			269		273
McMillan, Karen	600 California St, San Francisco, CA 94108	41595xxxx8
Adrienne Ng - State Farm Insurance Agent	1643 Noriega St San Francisco, CA 94122	41529xxxx8				4.3	17
Charles Schwab	1374 Fulton St, San Francisco, CA 94117	61764xxxx1	3d@**w.schwab							263489	126	267397
RJ Martin - Romar Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9	aar**********@r*********.com			5	12
DRS Financial Partners LLC		41588xxxx8	hel@d**.com
Curtis Lee - State Farm Insurance Agent	648 Stanyan St, San Francisco, CA 94117	41575xxxx8	cur*@c******.net	4.9	87	4.7	46			70	3
Council Financial & Insurance Services	425 Market St Ste 1600, San Francisco, CA 94105	83347xxxx6
Emmanuel A Santos, JD CPA Incorporated	447 Sutter St Ste 714 San Francisco, CA 94108	41536xxxx1	ami******@e****.com			4.4	8			369	53	354
Kimberly Twombly, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx0	abc*@u.com
Wells Fargo Advisors	1560 Van Ness Ave, San Francisco, CA 94109	41539xxxx5
Embarcadero Financial Group	1 Embarcadero Ctr #1540, San Francisco, CA 94111	41539xxxx0	amy@e*******************.com							8
Ubs	555 California St Ste 4650, San Francisco, CA 94104	41535xxxx0	aar*****@u.com							229155		242000
Ameriprise Financial	529 Commercial St Fl 400, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
Argonaut Financial Planning and Investment Management	405 Oak Park Dr, San Francisco, CA 94131	41540xxxx2	dav@a**************.com
U.S. Bank – Wealth Management Banker: Wendy Lam	The Village, 750 Font Blvd Bldg C, San Francisco, CA 94132	65099xxxx3	aar**********@u***.com							345051	4825	346000
Parallel Advisors, LLC	150 Spear St #950, San Francisco, CA 94105	86662xxxx4	amy*****@p*************.com	5.01
Hancock Partners	235 Montgomery St Ste 960 The Russ Building San Francisco, CA 94104	41598xxxx0	ami@h**************.com			4.2	6			482
Jh Partners	451 Jackson St, San Francisco, CA 94111	41536xxxx0	adm@j*******.com							112		114
Vallis Advisors - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Jane Capital Partners	505 Montgomery St Ste 2FL, San Francisco, CA 94111	41527xxxx0	bne**@j********.com
Flex Tax and Consulting Group	1160 Battery St E, Ste 100 San Francisco, CA 94111	41586xxxx8	ale****@f****.com	4.8	53	4.8	151			1171		1100
Pharus Advisors	601 Montgomery St, San Francisco, CA 94111	41583xxxx0	avi*@p***.com
Rhodes And Fletcher	465 California St, San Francisco, CA 94104	41536xxxx6	inf@p******************.com
East West Investment Group	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com							14743		16000
LZD Heights Wealth Management - Alex. Brown, A Division of Raymond James	101 California St Ste 4500, San Francisco, CA 94111	41564xxxx1	ale*****@a******.com
Charles Schwab	99 Harding Rd, San Francisco, CA 94132	41556xxxx7	aar******@s***.com							266083	152	279000
Upside Financial	340 Ritch St, San Francisco, CA 94107	88850xxxx0
Heritage Wealth Advisors - Ameriprise Financial Services, LLC	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5
Wealth by Design	3030 Bridgeway Ste 114 Sausalito, CA 94965	41533xxxx0	bar**@w*****************.com
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com							14777		16000
Schultz Collins	455 Market St Ste 1250 San Francisco, CA 94105	41529xxxx0	bel**@s***********.com			5	1
Klein-Nugent Derivatives Group - UBS Financial Services Inc.	555 California St Ste 4650, San Francisco, CA 94104	41595xxxx1	aar*****@u.com							229658
Scalisi & Bernazzani Financial Services	1635 Irving St, San Francisco, CA 94122	41566xxxx4				5	37
Afl-Cio Housing Investment Trust	1 Sansome St Ste 3500, San Francisco, CA 94104	41543xxxx4	apr**@a*******.com
Raymond James Financial Services	575 Market St, San Francisco, CA 94105	41553xxxx0	aar**********@r*********.com							17343
Steven M Minkoff - Private Wealth Advisor, Ameriprise Financial Services, LLC	432 Clay St, San Francisco, CA 94111	41539xxxx0		5.023
Merrill Lynch	600 California St Fl 8 San Francisco, CA 94108	41595xxxx0				2	6
Aspiriant	50 California St Ste 2600 San Francisco, CA 94111	41537xxxx0	a.m******@a******.com
Michael K White CPA & Associates	1261 Locust St Walnut Creek, CA 94596	92537xxxx3	inf@m**************.com	3.8	5	2.1	7			12	2	23
Wells Fargo Advisors	601 Market St, San Francisco, CA 94105	41539xxxx2			274
Morgan Stanley Wealth Management	101 California St, San Francisco, CA 94111	41569xxxx0	aar*********@m*********************.com
First Financial	2001 Union St Ste 270, San Francisco, CA 94123	41535xxxx0	ate*****@u*******.com
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	mic**********@r.com
Decker Retirement Planning	1 Harbor Dr Ste 300 Sausalito, CA 94965	41552xxxx0	inf@d******.com
Morgan Stanley Wealth Management	555 California St Ste 2100, San Francisco, CA 94104	41557xxxx0
Golden Gate Personal Financial	703 Market St # 614, San Francisco, CA 94103	41534xxxx9	ggp****@d***************.com
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	ade*******@u.com
BTR Capital Management Inc	550 Kearny St Ste 510, San Francisco, CA 94108	41598xxxx0
Aspiriant \| San Francisco	50 California St 26th floor, San Francisco, CA 94111	41537xxxx0	aa@a********.com					4.9	25	119	14
UBS International Division, San Francisco, CA - UBS Financial Services Inc.	555 California St 46th Floor, San Francisco, CA 94104	41539xxxx0	ade*******@u.com	4.03
William Row Jr - Financial Advisor, Ameriprise Financial Services, LLC	1 Sansome St Ste 3500, San Francisco, CA 94104	41559xxxx5	cla*********@a*.com
Manlapaz, Nicolo, AGT	353 Sacramento St, San Francisco, CA 94111	41528xxxx0	ame****************@a*.com							132834
Peninsula Wealth LLC	350 Townsend St # 411, San Francisco, CA 94107	41567xxxx0	a@p**************.com							356	8
Edward Jones - Financial Advisor: Robert B Cooper	345 W Portal Ave Suite 100, San Francisco, CA 94127	41550xxxx8
Financial Network Investment Corp	760 Market St, San Francisco, CA 94102	41539xxxx9								1959	109	2200
Mellon Financial Corporation	525 Market St Fl 35, San Francisco, CA 94105	41539xxxx6
Plan 202	580 California St San Francisco, CA 94104	41593xxxx9				5	1
Peninsula Wealth, LLC	350 Townsend St Ste 411, San Francisco, CA 94107	65047xxxx3	a@p**************.com
KKR Financial Advisors LLC	4 Embarcadero Ctr, San Francisco, CA 94111	41531xxxx0		1.01
Lombard Investments Inc	1 Embarcadero Ctr, San Francisco, CA 94126	41539xxxx0	aai*****@l***************.com
Prager Sealy & Co	1 Maritime Plz, San Francisco, CA 94111	41540xxxx0	aar*********@p***.com
Jeff Stoffer - Terra Blue Wealth Management	3030 Bridgeway, San Francisco, CA 94965	41572xxxx7	hel@t********.com			5	5
Kinetic Asset Management	625 Market St Ste 500, San Francisco, CA 94105	41535xxxx0	har****@a*****.com
Thomas P. Collins - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	rbc*******@r.com							14777		16000
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com							12448
Porter, Ritchie & Associates - Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	and**********@a*.com
DiversiFi Capital	655 5th St APT 3, San Francisco, CA 94107	65063xxxx7	adv***@d*************.com	5	6
Mission National Bank	3060 16th St, San Francisco, CA 94103	41582xxxx7	all*******@m**.com	3	8	3	10
Russian Hill Investors	580 California St Ste 1600, San Francisco, CA 94104	41528xxxx0	bra*******@a********.net
Cogent Investment Advisors Llc	580 California St, San Francisco, CA 94104	41596xxxx0	inf@c*******.com
Bespoke Wealth Advisors	733 Front St Ste 110 San Francisco, CA 94111	88847xxxx3	gra@b******************.com
Wicker MasterCard adviser	San Francisco, CA 94114	45898xxxx4
True Root Financial	766 Sutter St, San Francisco, CA 94109	41532xxxx2	1b5***********************************@w***************.com	5	11					342		369
Legend Merchant Group	201 Mission St, San Francisco, CA 94105	41595xxxx5	ese**@l***********.com
Armand Minasian, CFP	1001 Bayhill Dr Fl 2 San Bruno, CA 94066	41551xxxx9
The Tax Group	4630 Geary Blvd Ste 101 San Francisco, CA 94118	41538xxxx0				3.7	6
Investors Protected Georgene Keeler	1833 Steiner St, San Francisco, CA 94115	41577xxxx3
Edward Jones - Financial Advisor: Travis Benjamin	345 W Portal Ave, San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com							87631		100000
Hall Capital Partners LLC	1 Maritime Plz Ste 5, San Francisco, CA 94111	41528xxxx4	aar@h********.com
Marble Capital	580 California San Francisco, CA 94104	41543xxxx6	bxx********@m**********.com			5	1
Charles Schwab	580 California St, San Francisco, CA 94104	80066xxxx8
Perigon Wealth Management, LLC	201 Mission St #1825, San Francisco, CA 94105	87797xxxx5	abe**@p**********.com
Wells Fargo Advisors	286 King St, San Francisco, CA 94107	41522xxxx0
Reed Eisenhauer - Northwestern Mutual	600 Montgomery St San Francisco, CA 94111	50924xxxx3
Robertson Stephens	455 Market St Ste 1600, San Francisco, CA 94105	41550xxxx0	abl@r******.com
American Express	150 Hayes St, San Francisco, CA 94102	80047xxxx8	aar@a************.com							915728		79
Minkoff & Associates - Ameriprise Financial Services	432 Clay St San Francisco, CA 94111	41539xxxx0	dns***@a*.com			5	6
U.S. Bank – Wealth Management Banker: Wendy Lam	4947 3rd St, San Francisco, CA 94124	65099xxxx3	aar**********@u***.com						345	341260	3975	343822
Greene Radovsky Maloney Share & Hennigh LLP	4 Embarcadero Ctr, San Francisco, CA 94111	41598xxxx0
Roof Eidam & Maycock Associated Securities	235 Pine St, San Francisco, CA 94104	41578xxxx0	joh@r**********.com	5	2
Charles Schwab	88 Kearny St Ste 6, San Francisco, CA 94108	41540xxxx9	aar******@s***.com
Chase Bank	1811 19th Ave, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	3.6	17	2.7	35			871051	5277
Champlain Capital Partners	44 Montgomery St Ste 3500, San Francisco, CA 94104	41598xxxx4	a.l******@b**********.com
Sean Hanson - Financial Advisor, Ameriprise Financial Services	432 Clay St, San Francisco, CA 94111	41539xxxx0	bri*********@a*.com
California Housing Partnership Corp	369 Pine St Ste 300, San Francisco, CA 94104	41543xxxx4	3d@**w.chpc							7		7
Houlihan Lokey Howard & Zukin	1 Sansome St Fl 17, San Francisco, CA 94104	41597xxxx8
Ramsdell Capital Mgmt	582 Market St Ste 1117, San Francisco, CA 94104	41539xxxx0	hel@r********.com
Debra O’Farrell - State Farm Insurance Agent	870 Market St Ste 865 San Francisco, CA 94102	41598xxxx0	bev@s*********.com			4.3	22	5	12	294		289
Edward Jones - Financial Advisor: Guy Ben Ari	1050 Marina Village Pkwy Ste 100 Alameda, CA 94501	51052xxxx9	acc********@e********.com			4.8	15
Morgan Stanley Wealth Management	555 California St, San Francisco, CA 94104	41598xxxx0	aal*****@m**********.com							113321	3094	131000
Wells Fargo Advisors	1160 Grant Ave, San Francisco, CA 94133	41539xxxx4
Chase Bank	2323 Irving St, San Francisco, CA 94122	41575xxxx0	acc********@c**.com	2.5	20	2.7	37			871051	5277
Jackson Square Financial	48 Gold St, San Francisco, CA 94133	41521xxxx0	ama**@j**.com	5	1					48	38	47
Leung, Louie, Ip & Co. LLP	2515 Ocean Ave, San Francisco, CA 94132	65099xxxx3	inf@l******.com	5	2
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77
Sandy Lee - State Farm Insurance Agent	188 S Park St Ste 4 San Francisco, CA 94107	41522xxxx3		5	123	4.7	77
Marcus Leung- MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx1	aan****@f***********.com			5	1
The San Francisco Wealth Management Group - Morgan Stanley	555 California St Floor 14 and 35, San Francisco, CA 94104	41598xxxx0	acm*********@m**********.com	5	1
Planning & Financial Advisors	44 Montgomery St, San Francisco, CA 94104	41567xxxx9	inf@s**************.com
Gregory Ware - Platinum Financial Services Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41577xxxx3	dns***@a*.com
Cogent Investment Advisors LLC	580 California St f12, San Francisco, CA 94104	41596xxxx0	inf@c*******.com	5.013
Northwestern Mutual	Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx5	a.-*********@n***************.com	3	4					107329	16242	108000
Moore Financial Advice	572 Wisconsin St, San Francisco, CA 94107	41552xxxx0	adm@m*****************.com
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1	5	13			143
Sas Financial Advisors	50 California St Ste 1500 San Francisco, CA 94111	65053xxxx2	ala@s********.com
Vitavie Financial Planning	195 Moulton St Ste 102, San Francisco, CA 94123	41540xxxx2											5	1
U.S. Bancorp Investments - Financial Advisors: San Francisco	2656 Ocean Ave, San Francisco, CA 94132	41556xxxx9	aar**********@u***.com	5.02						341260	3975	343822
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	41524xxxx2	app*****************@s***.com	4.3	15
Pixel Financial Planning, LLC		41589xxxx0	c90***********************************@w***************.com	5	1
Bingham Osborn & Scarborough Wealth Management	345 California St Ste 1100, San Francisco, CA 94104	41578xxxx5	aar*******@b******.com
Monroe Wealth Management	1160 Battery St suite 100, San Francisco, CA 94111	51099xxxx3	jan**@m*****.com	5	29