Business List: Financial Advisors in San Francisco, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Aaron Sisk - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com					14536		16000
Andrew Gotianse - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and**********@a*.com
David Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx7	dav*******@r.com
Sandy D Agra - Chase Home Lending Advisor - NMLS ID 1380949	1200 El Camino Real, San Bruno, CA 94066	65028xxxx5	abc*****@c**.com
Cetera Advisor Networks	1390 Willow Pass Rd, Concord, CA 94520	92594xxxx4	bq9******@n********************************.com
Edward Jones - Financial Advisor: Bette Gadient	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6
Geno Lenfest - Private Wealth Advisor, Ameriprise Financial Services	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92594xxxx8	dns***@a*.com
Wells Fargo Advisors	585 San Ramon Valley Blvd, Danville, CA 94526	92583xxxx0
Kenny Heller	600 Montgomery St Ste 1600 San Francisco, CA 94111	41573xxxx3	adm*****@c***.com			5	91	107401	16349	108000
David Tan - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dav******@a*.com
Project Finance Advisory Limited	16A Funston Ave, San Francisco, CA 94129	41558xxxx2	car********@p*******.com	5	1
Bell Investment Advisors	1111 Broadway, Oakland, CA 94607	51043xxxx6	atc@b*********.com								2	1
InvestSimply	580 California St Ste 1600 San Francisco, CA 94104	80092xxxx0
Nancee Fujitake - Chase Home Lending Advisor - NMLS ID 670919	555 Mission St, San Francisco, CA 94105	41581xxxx0	ber**********@c**.com
Clarissa Ramos - Associate Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	40896xxxx0	ada****************@a*.com
First Capital Group Inc	3230 Scott St, San Francisco, CA 94123	41552xxxx7	all@f********.com	5	1						5	1
Vanessa Jilot - Terra Blue Wealth Management	3030 Bridgeway Ste 330 Sausalito, CA 94965	41572xxxx7	hel@t********.com			4	5
Tallie - Expense Reporting App	525 Second St San Francisco, CA 94107	88887xxxx8	anu*@u******.com
Ella Financial Advising	5237 College Ave Oakland, CA 94618	51032xxxx7	ell@e*******************.com			5	2	64		72
David Ellman-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92527xxxx6	aab**@b**********.com					40893	181	41000
Wells Fargo Advisors	599 Buckingham Way, San Francisco, CA 94132	41568xxxx4
Wells Fargo Advisors	10 Chestnut Ave, South San Francisco, CA 94080	65087xxxx2
Trabert Asiano Advisors - UBS Financial Services Inc.	555 California St #32nd, San Francisco, CA 94104	41596xxxx7	abc*****@u.com
Edward Jones - Financial Advisor: Sunny Sharma	1485 Treat Blvd, Walnut Creek, CA 94597	92590xxxx5	a.j*******@e********.com					87657		100000
Cetera Advisors Scott Feher	1981 N Broadway Ste 320, Walnut Creek, CA 94596	92593xxxx1	b.s******@l.com							6
Brighton Jones	445 Bush St 6th floor, San Francisco, CA 94108	41567xxxx2	aar*********@b**********.com	5	2			620		708
Lopez-Iwata & Associates	500 Sutter St Ste 708 San Francisco, CA 94102	41571xxxx2	biw*@l*******.com					376741		406000
Alan Torrey - Financial Advisor, Ameriprise Financial Services	3147 Saddle Dr, Hayward, CA 94541	51080xxxx3	ala********@a*.com
EP Wealth Advisors	1900 S Norfolk St Ste 350, San Mateo, CA 94403	88876xxxx3	ab@e*******.com
Wells Fargo Advisors	715 Bridgeway, Sausalito, CA 94965	41533xxxx5
Wells Fargo Advisors	7181 Regional St, Dublin, CA 94568	92524xxxx4
Bank of America Private Client Advisor Dylan P Gittleman	3075 Hansen Way, Palo Alto, CA 94304	65084xxxx9	dom***************@b**********.com
Saul Gonzalez Coaching Solutions	901 Mission St Ste 101 San Francisco, CA 94112	41596xxxx2
N I Advisors Inc.	1900 S Norfolk St Ste 240, San Mateo, CA 94403	65052xxxx1
Alexis & Palmer Financial Advisors	349 Diablo Ct, Palo Alto, CA 94306	65038xxxx0	55a***********************************@w***************.com
Wells Fargo Advisors	1203 4th St, San Rafael, CA 94901	41525xxxx6
Raymond James & Associates	575 Market St #3900, San Francisco, CA 94105	41553xxxx0	aar**********@r*********.com
The SF Summit Group - Morgan Stanley	555 California St 14th Fl, San Francisco, CA 94104	41557xxxx9	acc********@m**********.com
Edward Jones - Financial Advisor: David J Tornes	4000 Bridgeway Ste 103, Sausalito, CA 94965	41545xxxx4	a.j*******@e********.com							4
Lifetime Planning Advisors	1485 Treat Blvd Ste 202b, Walnut Creek, CA 94597	92593xxxx0	nha****@l*****.com
Wells Fargo Advisors	875 El Camino Real, San Bruno, CA 94066	65087xxxx4
Upscale Tax Professionals	248 3rd St Oakland, CA 94607	51077xxxx2	bra@u*********************.com	4.9	54	5	6	315		337
Clearlake Advisors	201 San Anselmo Ave, San Anselmo, CA 94960	41545xxxx4	ben@c****************.com
Human Interest	655 Montgomery St, Ste 1800 San Francisco, CA 94111	85562xxxx4	aar@h**********.com			1.7	49	9901	50	10000
Nick Crane - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	91693xxxx3
Kate Wilusz - Ameriprise Financial Services	225 Bush St Ste 1835 San Francisco, CA 94104	41562xxxx5	dns***@a*.com			5	9
Personal Capital Advisors Corporation	3 Lagoon Dr Ste 200, Redwood City, CA 94065	85585xxxx5	aar********@p************.com					412963		414000
KKR Financial Advisors	555 California St Ste 5000, San Francisco, CA 94104	41531xxxx0	aar*****@u.com					230224		244000
Jardee Worcester - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	41574xxxx7	dns***@a*.com					75		91
Lois Wang - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx4	dns***@a*.com					63		66
Michelle Renee Alberda - Private Wealth Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41562xxxx3	dns***@a*.com
Empirical Wealth Management	333 Bush St # 1410, San Francisco, CA 94104	41563xxxx5	aba**@e******.net					2560		2500
Columbus Advisors	505 Beach St #120, San Francisco, CA 94133	41579xxxx3
Edward Jones - Financial Advisor: Christopher A Devcich, CFP®	225 Cabrillo Hwy S Ste 103C, Half Moon Bay, CA 94019	65072xxxx8	a.j*******@e********.com
Raroque Wealth Management	3755 Balboa St Ste 203 San Francisco, CA 94122	41556xxxx0
Pantera Capital Management	4 Embarcadero Ctr Ste 2500 San Francisco, CA 94111	41586xxxx0	agu***********@p***********.com
Kathryn Amenta Money Coach	San Francisco, CA 94109	41551xxxx3	kat**@k**********.com			4.3	24
Thomas Schryver - RBC Wealth Management Financial Advisor	345 California Street, San Francisco, CA 94104	41544xxxx0	wms********@r.com					10947		12226
Ag4	870 Market St Ste 858 San Francisco, CA 94102	41550xxxx2	gin@g**.com
Rhodes & Fletcher, LLC	465 California St Ste 838 San Francisco, CA 94104	41536xxxx6	inf@p******************.com							17
Merrill Lynch Financial Advisor Jason C Hayes	555 California St 8th Floor, San Francisco, CA 94104	41567xxxx2	ale********@m.com
Funding By Ricky	877 Laguna St, Ste 79 San Francisco, CA 94102	41534xxxx3				5	1
DCL Holdings	San Francisco, CA 94104	80079xxxx5
Bob Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx6	bob*******@r.com
Mercer Advisors	1700 S El Camino Real, San Mateo, CA 94402	65057xxxx8	lar*@d*****.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
Northwestern Mutual Wealth Management - Jeff Y. Wong, Financial Advisor	Transamerica Pyramid, 600 Montgomery St #1600, San Francisco, CA 94111	41573xxxx5	a.-*********@n***************.com	5	11			107342	16225	108000
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					85		85
Edward Jones - Financial Advisor: Meagan M Fishell	4190 24th St San Francisco, CA 94114	41528xxxx9	a.j*******@e********.com					87937		100000
Hewins Financial Advisors	203 Redwood Shores Pkwy, Redwood City, CA 94065	65062xxxx0	a.j****@c*************.com					6346	120	7200
Babylon Wealth Management	100 Pine St 1250 Ste 1250 San Francisco, CA 94111	41585xxxx1	a*@b**********.com					173		174
Manny Jimenez - Chase Home Lending Advisor - NMLS ID 1398150	3104 Crow Canyon Pl Ste A, San Ramon, CA 94583	92585xxxx7	abc*****@c**.com
Bill Farber - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx5	aud***********@a*.com
Jason Tom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Marin Wealth Advisors	899 Northgate Dr Ste 300, San Rafael, CA 94903	41545xxxx0	inf@m*****************.com	4.4	7
Life&Wealth Advisors	1399 Ygnacio Valley Rd Ste 29, Walnut Creek, CA 94598	92593xxxx0	joh@l******.com
Tracy Lamond CFA-TLC Investment Management	4 Oak Forest Rd, Novato, CA 94949	41523xxxx0
Lula Financial	95 3rd St, Fl 2 San Francisco, CA 94103	71474xxxx0				4.9	39
Benningfield Financial Advisors	1016 Lincoln Blvd Ste 1, San Francisco, CA 94129	41556xxxx8	fir@b*****************.com
Pillar6 Advisors	735 Montgomery St Ste 250 San Francisco, CA 94111	87774xxxx6	bi@p****.com			5	1
Mary M. Geong, CPA EA MBA	1415 Grand Ave, Piedmont, CA 94610	51065xxxx7				4.9	57
Unlock	548 Market Street, STE 31036, San Francisco, CA, United States, California	80056xxxx0	adm@u***.com
Prudential Financial	180 Montgomery St Ste 1900 San Francisco, CA 94104	41548xxxx0	aar*****************@p*******.com			5	1
Grace Inouye - Chase Home Lending Advisor - NMLS ID 234798	3603 Mt Diablo Blvd, Lafayette, CA 94549	51059xxxx9	abc*****@c**.com
Cathrine Robbins - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41562xxxx3	cat*************@a*.com
Coeptis Equity Fund	555 California St Ste 4925 San Francisco, CA 94104	87748xxxx9
Putney Financial Group Registered Investment Advisors Wealth Management	1099 E St, San Rafael, CA 94901	41546xxxx0	a.j@p**************.com
Greentech Capital Advisors - CLOSED	555 Mission St, San Francisco, CA 94105
Edward Jones - Financial Advisor: Ariel J Castillo	555 1st St Ste 104, Benicia, CA 94510	70774xxxx3	a.j*******@e********.com
Merrill Lynch Private Wealth Advisor Lorna F Meyer	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx3	ale********@m.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	9					174
Edward Jones - Financial Advisor: Linh B Thai, CFP®\|AAMS™	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com					88645		101000
Kcm Investment Advisors	750 Lindaro St Ste 250, San Rafael, CA 94901	41546xxxx8	aku*@k********.com
Mark Friedman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41547xxxx0	fri*********@r.com
Consumer Credit Counseling Service	595 Market St Ste 1600 San Francisco, CA 94105	41578xxxx8
Humanity Wealth Advisors	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	51093xxxx8	hsh***@h***********.com
Veronica Hernandez - Chase Home Lending Advisor - NMLS ID 502341	1390 S Main St, Walnut Creek, CA 94596	92520xxxx1	ver***************@j*****.com
Edward Jones - Financial Advisor: Kelly A Cunningham, CFP®\|AAMS™	400 Oyster Point Blvd # 438, South San Francisco, CA 94080	65035xxxx5	a.j*******@e********.com					88626		101000
Brynne Andersen - Chase Home Lending Advisor - NMLS ID 1887123	1 Front St, San Francisco, CA 94111	41536xxxx5	ber**********@c**.com
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™	1336 Park St Ste D, Alameda, CA 94501	51074xxxx5	a.j*******@e********.com					87384		100000
Wells Fargo Advisors	3111 Crow Canyon Pl, San Ramon, CA 94583	92586xxxx2
Wells Fargo Advisors	3500 Castro Valley Blvd, Castro Valley, CA 94546	51053xxxx2
John L Fuller - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92543xxxx9	dns***@a*.com
Mitchell Peters - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	fri*********@r.com					12807
Russell Page - Financial Advisor, Ameriprise Financial Services - Closed	2233 Olympic Blvd, Walnut Creek, CA 94595	54125xxxx0	dns***@a*.com
First Light Advisors	3627 Sacramento St, San Francisco, CA 94118	41544xxxx7
Oxford Lodging Advisor & Investment Group	50 California St Ste 3300, San Francisco, CA 94111	41529xxxx5
Karl Von Brockdorff - Private Wealth Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	dns***@a*.com					76		92
Merrill Lynch Financial Advisor Mick J Rognlien	1331 N California Blvd, Walnut Creek, CA 94596	92598xxxx4	aar********@s***.com
Wells Fargo Advisors	12 17th Ave, San Mateo, CA 94402	65028xxxx0
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
The Presidio Group	101 California St Ste 1200 San Francisco, CA 94111	41544xxxx0	a.w******@t*************.com
Fidelity Investments	8 Montgomery St, San Francisco, CA 94104	80046xxxx0	a61**@f*****.com	3.3	21	1.6	168			354000
Merrill Lynch Financial Advisor Laura J Pilz	555 California St, San Francisco, CA 94104	41567xxxx8	ale********@m.com
EP Wealth Advisors	250 Lafayette Cir Ste 203, Lafayette, CA 94549	92528xxxx1	ab@e*******.com
Lois Wang - Ameriprise Financial Services	150 Post St Ste 530 San Francisco, CA 94108	41554xxxx4	dns***@a*.com					63		65
Dawn Nicoles - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41554xxxx2	daw*********@a*.com							147
Edward Jones - Financial Advisor: Jeff Chu	411 Borel Ave Ste 505, San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com
Mark Wong - Chase Home Lending Advisor - NMLS ID 1095143	1040 Grant Ave, San Francisco, CA 94133	65053xxxx3	ber**********@c**.com
Metropolitan Asset Advisors	700 Larkspur Landing Cir, Larkspur, CA 94939	41546xxxx0
Financial Aid Solutions	580 California St, Ste 1200, San Francisco, CA 94104	41528xxxx8
Palo Alto Wealth Advisors	715 Colorado Ave, Palo Alto, CA 94303	65065xxxx0	dia@p***********.com	5	3
Bioscience Advisors	2855 Mitchell Dr, Walnut Creek, CA 94598	92594xxxx1	19b***********************************@w***************.com
Edward Jones - Financial Advisor: Christopher Lightner	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6
John Magadini - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3	dns***@a*.com					350	3	349
RBP Investment Advisors Inc	3201 Danville Blvd Ste 185, Alamo, CA 94507	92585xxxx0	pet@r**.com
Mark Baldwin - Chase Home Lending Advisor - NMLS ID 899022	845 Laurel St, San Carlos, CA 94070	65067xxxx5	abc*****@c**.com
Stone Financial Advisor	1283 Green St, San Francisco, CA 94109	41584xxxx3	c18***************************@s***.wixpress	5	2			115		125
U.S. Bancorp Investments - Financial Advisors: Salim Augustyn	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx3	aar**********@u***.com					342034	4074	344743
Edward Jones - Financial Advisor: Guy Ben Ari	935 Marina Village Pkwy, Alameda, CA 94501	51052xxxx9	a.j*******@e********.com					88545		101000
Caerus Investment Advisors	San Francisco, CA 94103	65090xxxx6	cla********@c**********.com			5	1
Wells Fargo Advisors	4045 24th St, San Francisco, CA 94114	41555xxxx8
LWA - UBS Financial Services Inc.	555 California St 32nd Floor, 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
James Carbonell - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx1	car*************@r.com
Nelson Roberts Investment Advisors	1950 University Ave Ste 202, East Palo Alto, CA 94303	65032xxxx0	aog***@n**********.com
Wells Fargo Advisors	333 Market St, San Francisco, CA 94105	41580xxxx0
KB Financial Advisors	90 New Montgomery St Ste 1001 San Francisco, CA 94105	41590xxxx9	con**@k*******.com			4.4	11			272
Andrew Newsom	111 Sutter St Ste 1800 San Francisco, CA 94104	41573xxxx6	aar********@n*.com					107334	16205	108000
Financial Zen	600 California St, San Francisco, CA 94108	41579xxxx5	inf@f**********.com	5	28			11		17
Susan Munkner - Chase Home Lending Advisor - NMLS ID 112112	34536 Alvarado Niles Rd, Union City, CA 94587	92533xxxx4	dom*************@j*****.com
Enrique Jaen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx9	wms********@r.com					13904		15000
Kimberly Beatty - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx5	dav*******@r.com
Merrill Lynch Financial Advisor Robert J. Fernandez	555 California St, San Francisco, CA 94104	41567xxxx6	ale********@m.com
EM Capital Management Hong Kong Ltd	99 Queens Rd, Fl 57, San Francisco, CA 94104	92537xxxx0	inf@e*****************.com
Merrill Lynch Wealth Management	555 California St Floor 9th, San Francisco, CA 94104	41567xxxx0	ban*******************@m.com	2.3	3
Alice Leach - Chase Home Lending Advisor - NMLS ID 692746	1811 19th Ave, San Francisco, CA 94122	41599xxxx1	abc*****@c**.com
Baker Avenue Wealth Management	301 Battery St floor 2, San Francisco, CA 94111	41598xxxx0	am@b*******.com	5	2			53	4	69
Axis Bookkeeping Services	1005 Northgate Dr Ste 130 San Rafael, CA 94903	70731xxxx4	adm@o*******.net			5	3			81
Angela Dumalig Coaching	San Francisco, CA 94118		ang*@a**********.com
John Voegelin Keller - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Travis Townsend - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	wms********@r.com					14281		16000
Selina Elaine Soo - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com							6
Carlson Financial Advisors	1766 Terrace Dr, Belmont, CA 94002	65050xxxx0	bi@c************.com
Edward Jones - Financial Advisor: Jane Watson	1430 Everett St Ste A, Alameda, CA 94501	51052xxxx1	a.j*******@e********.com	3	2					192
Alex.Brown, A Division of Raymond James	101 California St 45th Floor, San Francisco, CA 94111	41564xxxx5		5	1
Wells Fargo Advisors	344 Highland Ave, Piedmont, CA 94611	51065xxxx6
Michelle D. Elliott - Chase Home Lending Advisor - NMLS ID 694685	661 San Ramon Valley Blvd, Danville, CA 94526	92521xxxx7	abc*****@c**.com
Michelle Schiro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	mic**********@r.com
Nancy Tran Laroco - Associate Financial Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com					398	10	390
Minto and Wilkie Insurance Agency Inc	4306 Redwood Hwy # 100, San Rafael, CA 94903	41557xxxx7	abr*@g**.com
Edward Jones - Financial Advisor: Kirk Cowan	2412 Central Ave, Alameda, CA 94501	51074xxxx3	a.j*******@e********.com					87631		100000
George M Saliga-Private Client Advisor	531 Cowper St, Palo Alto, CA 94301	65026xxxx6	aab**@b**********.com					40893	181	41000
Keith Loegering - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx7	wms********@r.com					13904		15000
The Financial Zen Group	600 California St Fl 11 San Francisco, CA 94108	41579xxxx5	cli*********@f*********.com			5	4			17
Bessemer Trust	101 California St Ste 2500 San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email		15
360 Financial, LLC	625 Market St Fl 4 San Francisco, CA 94105	41559xxxx2	baf***************************@s***.wixpress							24
Wells Fargo Advisors	735 Santa Cruz Ave, Menlo Park, CA 94025	65028xxxx6
Structured Growth Strategies	505 Montgomery St Ste 1100 San Francisco, CA 94111	41580xxxx4
Wells Fargo Advisors	100 Bon Air Ctr, Kentfield, CA 94904	41546xxxx2
Wells Fargo Advisors	2600 W El Camino Real, Mountain View, CA 94040	65094xxxx0
Wells Fargo Advisors	892 Southampton Rd, Benicia, CA 94510	70774xxxx8
Edward Jones - Financial Advisor: James Bassett	3472 Camino Tassajara, Danville, CA 94506	92564xxxx0	a.j*******@e********.com					87384		100000
Edward Jones - Financial Advisor: Jane E Khalaf	430 Sherman Ave, Palo Alto, CA 94306	65032xxxx6	a.j*******@e********.com							101000
William Davis - Chase Home Lending Advisor - NMLS ID 487233	2100 El Camino Real, Palo Alto, CA 94306	40831xxxx7	abc*****@c**.com
Whittier Trust Company	505 Montgomery St Ste 1200 San Francisco, CA 94111	41528xxxx0	aau@w**********.com
Imprint Capital Advisors	353 Sacramento St Ste 1760 San Francisco, CA 94111	41598xxxx0	agr**@i*******.com
RBC Capital Markets	Two Embarcadero Ctr Ste 1200 San Francisco, CA 94111	41563xxxx0	a.p**@r**.com
Financial Advisors U.S. Bancorp Investments	2656 Ocean Ave, San Francisco, CA 94132	41556xxxx9	aar**********@u***.com					345296	5599	347000
Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency	1550 Noriega St Ste 100 San Francisco, CA 94122	41566xxxx5	bra**@h*********.com			4.6	56			157
Edward Jones - Financial Advisor: Hanneke R Finones	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com					87631		100000
NC Financial Group \| San Francisco	22 Battery St #401, San Francisco, CA 94111	41548xxxx9	amb********@c*****.com	3.3	7
Wells Fargo Advisors	490 Broadway, Millbrae, CA 94030	65025xxxx0
Wells Fargo Bank	601 Market St, San Francisco, CA 94105	62826xxxx3	aar********@w*******.com	2.8	55
SAS Financial Advisors, LLC	50 California St #1500, San Francisco, CA 94111	41527xxxx5	ala@s********.com
Edward Jones - Financial Advisor: Benjamin Blake, CFP®	5330 College Ave Ste 230, Oakland, CA 94618	51084xxxx2	a.j*******@e********.com					88536		101000
Pamela G Lee, CFP - Pursestrings	2647 21st Ave San Francisco, CA 94116	41575xxxx8	pam@p********************.com
John Paul Greiten - Financial Advisor, Ameriprise Financial Services	1600 S Main St Ste 290, Walnut Creek, CA 94596	92535xxxx0	dns***@a*.com
Jardee Worcester - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx7	dns***@a*.com					75		91
Reagan Lee, Mortgage Advisor	636 4th St, San Francisco, CA 94107	41585xxxx2	aau****@g**************.com					1525	18
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®\|AAMS™	39849 Paseo Padre Pkwy, Fremont, CA 94538	51077xxxx7	a.j*******@e********.com					87384		100000
SOA Projects Inc	490 Post St San Francisco, CA 94118	41529xxxx6	aa@s**********.com					321	61	325
Joyce Wong - Private Wealth Advisor, Ameriprise Financial Services	1 Kaiser Plz Ste 455, Oakland, CA 94612	51089xxxx0	car**********@a*.com
Desiree Wodicker - Financial Services	San Francisco, CA 94111
Helen Abe - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx8
Carmen C Goldsmith - MassMutual	101 Montgomery St Ste 600 San Francisco, CA 94104	41574xxxx2	aan****@f***********.com			5	5
Peter Michael Langlois - Ameriprise Financial Services	230 California St Ste 207 Ameriprise Financial Advisor San Francisco, CA 94111	41553xxxx0	dns***@a*.com
Wells Fargo Advisors	1702 Tennessee St, Vallejo, CA 94590	70764xxxx3
Edward Jones - Financial Advisor: Daniel Jew	2413 Webb Ave, Alameda, CA 94501	51052xxxx6	a.j*******@e********.com		5	5	9			100000
Lantern Wealth Advisors, LLC	111 Pine St, San Francisco, CA 94111	41539xxxx9	ala******@h**********.com
Ruben Tarkhanyan-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92541xxxx1	aab**@b**********.com					40893	181	41000
Casey Mondragon - Chase Home Lending Advisor - NMLS ID 343983	98 W Portal Ave, San Francisco, CA 94127	41566xxxx5	abc*****@c**.com
Wells Fargo Advisors	1880 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx1	a.b@w*****************.com
Chargesmart	120 2nd St Fl 4 San Francisco, CA 94105	86672xxxx3				5	1
Joe Yapaola - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx8	dns***@a*.com
Scott Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com					402	10	392
David Tan - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx3
Wells Fargo Advisors	1920 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx0
Robert G. Whelan - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41595xxxx6	abc*****@u.com
Todd Temple - Northwestern Mutual	111 Sutter St Ste 1800 San Francisco, CA 94104	41573xxxx4	tod*******@n.com			4.5	2
Edward Jones - Financial Advisor: Mandy Andrei	1045 W El Camino Real Ste C, Mountain View, CA 94040	65032xxxx6	a.j*******@e********.com							216
CashNetUSA	San Francisco, CA 94112	85578xxxx8	aal***@c*******.com			1.4	14	23748		22000
Osterweis Capital Management	1 Maritime Plz San Francisco, CA 94111	41543xxxx2	abu@o******.com			5	1
Charles Schwab	3478 California St Ste 100 San Francisco, CA 94118	41544xxxx0	jan***@s***.com	3.3	9	2.1	14		189	659000
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
Perigon Wealth Management	201 Mission St Ste 1825 San Francisco, CA 94105	41543xxxx0	abe**@p**********.com
Knox Partners Limited Partnership	241 6th St Apt 401B San Francisco, CA 94103	41595xxxx6
Fidelity Investments	350 California St Ste 500 San Francisco, CA 94104	41539xxxx1				1.3	4
E-Fix Credit Inc	1 Sansome Str Fl 35 San Francisco, CA 94104	85568xxxx9	fel@e********.com			3.7	7	6713	39	6600
Wells Fargo Advisors	2190 Willow Pass Rd, Concord, CA 94520	92567xxxx0
Edward Jones - Financial Advisor: Judy Qiqin Zhu	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com					87384		100000
TechView Wealth Advisors	5214F Diamond Heights Blvd, San Francisco, CA 94131	65053xxxx9	16a***********************************@w***************.com
Matthew Iacono - Morgan Stanley Financial Advisor	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx2	acm*********@m**********.com
Peter Bogardus	One Sansome St Fl 38 San Francisco, CA 94104	41598xxxx0
Casey Securities	220 Montgomery St San Francisco, CA 94104	41554xxxx0				5	1
Open Advisors	44 Montgomery St Suite 2950, San Francisco, CA 94104	92565xxxx1	amy@m***********.com
Kimberli Bearly - Chase Home Lending Advisor - NMLS ID 334306	1535 Tiburon Blvd, Tiburon, CA 94920	41522xxxx9	abc*****@c**.com
Michael Lewis Abrams - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx7	dns***@a*.com
Divorce Analysis	665 3rd St Ste 511 San Francisco, CA 94107	41580xxxx1	inf@d*************.com			5	1
RHS Financial	4171 24th St # 101, San Francisco, CA 94114	41549xxxx0	ale@r**********.com	5	34
Curb The Clutter	568 Shoreline Hwy, Mill Valley, CA 94941	41564xxxx1	hel@r********.com	5	2	4.9	9
Jennifer Buich - Private Wealth Advisor, Ameriprise Financial Services	2817 Crow Canyon Rd Ste 206A, San Ramon, CA 94583	92582xxxx8	dea*****@a*.com
Arch Hoffman - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com
Wells Fargo Advisors	2 Theatre Sq Ste 210, Orinda, CA 94563	92525xxxx0	abe*******@w***************.com					188164		189000
Michael Eusebio - Chase Home Lending Advisor - NMLS ID 743872	7600 Dublin Blvd, Dublin, CA 94568	51050xxxx5	abc*****@c**.com
Merrill Lynch Financial Advisor Jeff Wold	555 California St, San Francisco, CA 94104	41567xxxx8	aan*******@m.com	5	1
Kerry Farley - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5	mat************@r.com							15
Farralon Udom - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	mic**********@r.com
Wells Fargo Advisors	4648 Mission St, San Francisco, CA 94112	41539xxxx1
Vision Capital Investment Management	3450 Geary Blvd Ste 203 San Francisco, CA 94118	41573xxxx0
Claire D Tan - Chase Home Lending Advisor - NMLS ID 669379	802 Southampton Rd, Benicia, CA 94510	70731xxxx8	cla******@c**.com
Soul Of Money Institute	3 5th Ave San Francisco, CA 94118	41538xxxx9	inf@s*********.org					3912	3	4400
Marin Wealth Advisors LLC	2121 North California Blvd. Suite 290, Walnut Creek, CA 94596	92537xxxx9	jfe**@m****************.com
J P King Advisors Inc	1600 S Main St, Walnut Creek, CA 94596	92593xxxx5	con*@j***********.com
David Mogannam-Financial Advisor	39533 Paseo Padre Pkwy, Fremont, CA 94538	51029xxxx8	aab**@b**********.com					40893	181	41000
Wells Fargo Advisors	303 2nd St, San Francisco, CA 94107	41553xxxx0
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92593xxxx0	and**********@a*.com					73		91
Wells Fargo Advisors	3700 Florence St, Redwood City, CA 94063	65068xxxx3			12
Mark Parola - Chase Home Lending Advisor - NMLS ID 693931	1188 El Camino Real, Burlingame, CA 94010	41520xxxx3	abc*****@c**.com
Asset Allocation Advisors Inc	1850 Mt Diablo Blvd, Walnut Creek, CA 94596	92594xxxx0	82c***********************************@w***************.com
Thomas Quinby - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Patrick Cross, CFP®\|ChFC®\|AAMS™	345 W Portal Ave Suite 100, San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com					80726		90143
Maddox, Bruce A	341 Visitacion Ave, Brisbane, CA 94005	41532xxxx0	bru@b***********.com
Edward Jones - Financial Advisor: Kelly A Cunningham	400 Oyster Point Blvd Ste 438, South San Francisco, CA 94080	65035xxxx5	a.j*******@e********.com					87631		100000
EP Wealth Advisors	3 Lagoon Dr Ste 190, Redwood City, CA 94065	65071xxxx0	ab@e*******.com
Pixel Financial Planning	201 Spear St Ste 1100 San Francisco, CA 94105	41589xxxx0	c90***********************************@w***************.com		4	5	19
Edward Jones - Financial Advisor: Mark T Hegland	1875 Lombard St Suite A, San Francisco, CA 94123	41544xxxx0	a.j*******@e********.com	5	1			87443		100000
Candent Financial	2215 Market St Unit 184 San Francisco, CA 94114	41522xxxx6
Tammy Plotkin-Oren, Financial Advisor - Tpo Financial & Insurance Services	821 Delaware St, Berkeley, CA 94710	51043xxxx9	ari***@t*********.com
Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					126		130
Wells Fargo Advisors	135 Serramonte Ctr, Daly City, CA 94015	65099xxxx1
Edward Jones - Financial Advisor: Patrick Cross	345 W Portal Ave Ste 100 San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com			4.2	5	88068		101000
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	12
Wells Fargo Advisors	699 Contra Costa Blvd, Pleasant Hill, CA 94523	92567xxxx3		1	1
Calera Capital Advisors LP	425 California St, San Francisco, CA 94104	60466xxxx8	bab*@c**********.com
Wells Fargo Advisors	464 California St, San Francisco, CA 94104	41539xxxx2
E-Financial Advisors	1 Market St, Oakland, CA 94607	41522xxxx7
Financial Engines Advisor Center	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	92522xxxx5	aau****@f*************.com					18779	20	20000
Roundleaf - San Jose	2055 Junction Ave Ste 115 San Jose, CA 95131	40891xxxx3	ask@r***********.com	4.8	24	4.7	122	681	28
Edward Jones - Financial Advisor: William Fried	2161 Allston Way, Berkeley, CA 94704	51070xxxx4	a.j*******@e********.com		81			88520		101000
Greg C Musick - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9	and**********@a*.com					73		91
Robert F. Carmichael - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	wms********@r.com					13904		15000
Wells Fargo Advisors	16000 Hesperian Blvd, San Lorenzo, CA 94580	51027xxxx5			12
Wells Fargo Advisors	2144 Shattuck Ave, Berkeley, CA 94704	51064xxxx0
Edward Jones - Financial Advisor: Linh B Thai	855 Oak Grove Ave Ste 101, Menlo Park, CA 94025	65032xxxx3
TrueVir Financial	490 Chadbourne Rd Ste A100 Fairfield, CA 94534	51092xxxx7	inf@t**************.com			5	4
Wells Fargo Advisors	632 Laurel St, San Carlos, CA 94070	65059xxxx4
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
Clifton Kelly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	rbc*******@r.com
Marcial Vargas - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx4	bec**********@a*.com							29
Preservation Trust Advisors - CLOSED	555 Pine St, San Francisco, CA 94108
Urban Investment Advisors Inc	700 Larkspur Landing Cir, Larkspur, CA 94939	41546xxxx0	inf@u******.com
Equitable Advisors	275 Battery St, San Francisco, CA 94111	41527xxxx0	aar*******@e******.com					51765	23	52000
Wells Fargo Advisors	3431 California St, San Francisco, CA 94118	41554xxxx3
Edward Jones - Financial Advisor: Becket D Colombo	1121 4th St, San Rafael, CA 94901	41552xxxx4	a.j*******@e********.com					87384		100000
Wells Fargo Advisors	1145 Broadway, Burlingame, CA 94010	65034xxxx2
Paladin Capital Management	235 Montgomery St Ste 1146 San Francisco, CA 94104	41598xxxx5	jsm*@p*******.com
Hewins Financial Advisors	400 S El Camino Real Ste 800, San Mateo, CA 94402	65062xxxx0
Hudson Private Wealth Advisors - Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com					71		73
Retirement Plan Services - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41595xxxx5	alb**********@u.com
Beam Financial Group	San Francisco, CA 94123					5	8
Kuosen Fung - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	joh******@c.rbcwealthmanagement
Kelling Investment Advisors	596 Grizzly Peak Blvd, Berkeley, CA 94708	51089xxxx8
Pacific Creek Capital Advisors	55 Palm Ave, San Francisco, CA 94118	41568xxxx1
Mercer Advisors	235 Montgomery St Ste 1020 San Francisco, CA 94104	87749xxxx3	aar******@m***********.com					2836	28	2900
Hightower Advisors	3000 Sand Hill Rd, Menlo Park, CA 94025	65085xxxx0	aba**@h**************.com
SAS Financial Advisors	10 Iris St, Palomar Park, CA 94062	41577xxxx0
Wells Fargo Advisors	2100 Fillmore St, San Francisco, CA 94115	41539xxxx3
AXA Advisors	255 Shoreline Dr Ste 680, Redwood City, CA 94065	65080xxxx9
Candy Lew - Chase Home Lending Advisor - NMLS ID 694541	199 Main St, Los Altos, CA 94022	65039xxxx8	can****@c**.com
Financial Advisors U.S. Bancorp Investments	4610 Mission St, San Francisco, CA 94112	41540xxxx8	aar**********@u***.com					345296	5599	347000
Wang Wealth Advisors LLC	1177 California St APT 503, San Francisco, CA 94108	41575xxxx7	aar******@l.com	5	1
Wells Fargo Advisors	1015 Stockton St, San Francisco, CA 94108	41531xxxx0
Kk Wealth Advisors	4300 El Camino Real Ste 105, Los Altos, CA 94022	65094xxxx0
True Root Financial	San Francisco, CA 94109	41532xxxx2	hel@t**************.com			5	7	342		369
Matthew Larrabure - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3	joh******@c.rbcwealthmanagement							15
Evolution Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41596xxxx3	abc*****@u.com
Edward Jones - Financial Advisor: Joshua Wulkan	1301 Solano Ave Ste 201, Albany, CA 94706	51023xxxx5	a.j*******@e********.com
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®\|AAMS™\|CRPS™	1050 Marina Village Pkwy Ste 100, Alameda, CA 94501	51052xxxx9	a.j*******@e********.com
Fatema Udaipurwala, Financial Advisor - Eagle Strategies	425 Market St Ste 1600, San Francisco, CA 94105	41539xxxx0	fud*******@e************.com
RBC Wealth Management Branch - San Francisco	345 California St, San Francisco, CA 94104	41544xxxx0	rbc*******@r.com	5	1
Gateway Financial Advisors, Inc.- Claire Herczeg	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	81820xxxx5	apr**@g***********.com					381		413
Wells Fargo Advisors	3402 Camino Tassajara, Danville, CA 94506	92564xxxx0
Teh Financial Coaching	Milpitas, CA 95035	51036xxxx9	acc********@s******.org			4.9	93	775		833
EP Wealth Advisors	3738 Mt Diablo Blvd Ste 201, Lafayette, CA 94549	92529xxxx8	ab@e*******.com
Scf Advisors Inc	31 Alta St, San Francisco, CA 94133	41595xxxx2
HarborLight Investments	516 El Cerrito Plz El Cerrito, CA 94530	51055xxxx2	inf@h********************.com			5	1			68
CSuite Investment	1 Market St Spear Tower Fl 36 San Francisco, CA 94105	41586xxxx1	sam********@c*************.com
Simon Tsui - Chase Home Lending Advisor - NMLS ID 1709601	101 Montgomery St, San Francisco, CA 94104	41579xxxx2	ber**********@c**.com					922068	6962	37
Wells Fargo Advisors	3027 16th St, San Francisco, CA 94103	41539xxxx3
Merrill Lynch Financial Advisor Hanson Wong	555 California St, San Francisco, CA 94104	41567xxxx1	ban*******************@m.com
Mt. Diablo Private Wealth Advisors - Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Farooq Imam - Financial Advisor, Ameriprise Financial Services	3 Embarcadero Ctr Ste 1350, San Francisco, CA 94111	41547xxxx8	dns***@a*.com
Ruderman Investment Management	Alameda, CA 94501	51022xxxx5				5	1
Mark Jongeward - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Merrill Lynch Financial Advisor Ben Fort	555 California St, San Francisco, CA 94104	41567xxxx4	ali************@m.com
Bill Marshall - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	wms********@r.com							16000
Be Awesome Not Broke	1161 Mission St, San Francisco, CA 94103	80570xxxx8	ant**@b**************.com			5	5			519
Annuity General	Serving theSan Francisco Area	80033xxxx4
Merrill Lynch Financial Advisor Daniel F Friel	555 California St, San Francisco, CA 94104	41567xxxx0	aar********@s***.com
Wells Fargo Advisors	333 Linden Ave, South San Francisco, CA 94080	65087xxxx3		5	2
Wells Fargo Advisors	1726 Haight St, San Francisco, CA 94117	41537xxxx0
Brio Financial Group	19 Sutter St, San Francisco, CA 94104	83362xxxx0	bra**@b***.com	5	2			589
Ian McGee - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	car**********@a*.com					261	10	277
Archvest Wealth Advisors	1255 Treat Blvd, Walnut Creek, CA 94597	92521xxxx0	eri@a********.com
Edward Jones - Financial Advisor: Meagan M Wakefield, AAMS™	4190 24th St, San Francisco, CA 94114	41528xxxx9	acc********@e********.com					87384		100000
Kim Financial Advisors	2603 Camino Ramon Ste 200, San Ramon, CA 94583	92524xxxx4	jki@k****.com
Mission Creek Capital Partners, Inc.	101 Mission St Ste 1750 San Francisco, CA 94105	41536xxxx0	aar*********@m************.com
Ayuda Financial Services	576 Sacramento St Fl 2 San Francisco, CA 94111	41544xxxx1	afi**************@a***********.com	4.6	66	4.6	25
Wells Fargo Advisors	2055 Chestnut St, San Francisco, CA 94123	41539xxxx7	aar********@w*******.com					153537		11
Eric Englund - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx3
Mike Powell - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 200, Walnut Creek, CA 94596	92525xxxx5	dns***@a*.com							35
Edward Jones - Financial Advisor: Matthew M Tekeste	2413 Webb Ave Ste D, Alameda, CA 94501	51052xxxx6	a.j*******@e********.com					88648		101000
Frezza Haynes	430 Anza St, San Francisco, CA 94118	88838xxxx9	joh@f**********.com			5	1
Barbara McDonough - Chase Home Lending Advisor - NMLS ID 670911	700 Market St, San Francisco, CA 94102	41531xxxx2	abc*****@c**.com
Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com					157		154
SDM Advisors - Wealth Management	235 Montgomery St 30th Floor, San Francisco, CA 94104	41569xxxx0	adv***@s********.com
Rich Chambers, CFP, RLP	1310 Sanchez St San Francisco, CA 94131	65021xxxx8
Sierra Pacific Financial Advisors	39899 Balentine Dr, Newark, CA 94560	51043xxxx8	ama@s********.com					84		88
Merrill Lynch Financial Advisor Thomas Chang	555 California St, San Francisco, CA 94104	41567xxxx4	ale********@m.com
Bradley Ughetta - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41579xxxx2	aab**@b**********.com					98159	1047
Live Free	San Francisco, CA 94123	41534xxxx2
Fpa Norcal	2 New Montgomery St, San Francisco, CA 94105	41551xxxx1	Bra*****@c*****.com	5	2
Diversified Investment Advisors	1990 N California Blvd, Walnut Creek, CA 94596	92527xxxx0	a@d********.com
Edward Jones - Financial Advisor: Lucas Barberio	2485 Salvio St, Concord, CA 94520	92579xxxx6
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
White Oak Global Advisors	3 Embarcadero Ctr #550, San Francisco, CA 94111	41564xxxx0	alb*@w*******.com	5	1
Jamie Tjernagel - Associate Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Wells Fargo Advisors	40982 Fremont Blvd, Fremont, CA 94538	51066xxxx0
Karuna Advisors	800 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx8	e@k*************.com
Merrill Lynch Financial Advisor David B. Stickney	555 California St, San Francisco, CA 94104	41567xxxx0	aan*******@m.com
Joseph S Faber	505 Montgomery St Ste 800 Davis Wright Tremaine LLP San Francisco, CA 94111	41527xxxx3
Morningside Investment Advisors	870 Market St, San Francisco, CA 94102	41598xxxx2
U.S. Bancorp Investments - Financial Advisors: Arleengrace Vatuvei	4610 Mission St, San Francisco, CA 94112	41546xxxx9	aar**********@u***.com					341259	3975	343821
Imax Credit Repair Firm	100 Pine St, Ste 1250 San Francisco, CA 94111	41554xxxx8	ali@i*********.com	5	25	4.9	161
Ian Longtin - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com					187		188
Vista Wealth Management	88 Kearny St Ste 1700 San Francisco, CA 94108	65025xxxx0	bra@v********.com
Financial Wellness Coaching	Mill Valley, CA 94941	41542xxxx5				5	8
Wells Fargo Advisors	557 Castro St, San Francisco, CA 94114	41562xxxx2
Axiom Advisory, LLC	1 Sansome St suite 3500, San Francisco, CA 94104	41548xxxx1	hel@a**********.com	5	2
Wells Fargo Advisors	39265 Paseo Padre Pkwy, Fremont, CA 94538	51079xxxx2
Sam Timilsina- CSuite Investment	1 Market St Spear Tower Fl 36 San Francisco, CA 94105	41586xxxx1	las@c**************.com
Philip Scarborough - Financial Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com
Milestone Financial Advisors	533 Sutter St, San Francisco, CA 94102	41543xxxx0	aar@m************.com
Wells Fargo Advisors	150 California St Ste 1700, San Francisco, CA 94111	41591xxxx9	ant*************@w***************.com					188043		189000
H C Financial Advisors Inc	3685 Mt Diablo Blvd Ste 200, Lafayette, CA 94549	92529xxxx0	a.c****@t***********.com
Humanity Wealth Advisors	39899 Balentine Dr Ste 200, Newark, CA 94560	51093xxxx8	hsh***@h***********.com
Lois Wang - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94104	41554xxxx4	dns***@a*.com
Gary Cruff - Financial Advisor, Ameriprise Financial Services	1320 Willow Pass Rd 6th Fl, Concord, CA 94520	40863xxxx2	dns***@a*.com	2	4
Wells Fargo Advisors	100 Spear St Ste 420, San Francisco, CA 94105	41527xxxx1	azl@f.com
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
U.S. Bancorp Investments - Financial Advisors: Steven Baumhoff	350 California St, San Francisco, CA 94104	41579xxxx8	aar**********@u***.com
New York Life	425 Market St Ste 1600 San Francisco, CA 94105	41539xxxx0	agg******@n********.com			2	17
Edward Jones - Financial Advisor: Sunny Sharma	2950 Buskirk Ave Ste 195, Walnut Creek, CA 94597	92590xxxx5	acc********@e********.com					88528		101000
Edward Jones - Financial Advisor: Julius Fang	20640 Patio Dr, Castro Valley, CA 94546	51088xxxx6	a.j*******@e********.com
Grove	487 Bryant St F3, San Francisco, CA 94107		993***********************************@w***************.com
Farqaleet Financial Co	San Francisco, CA 94133	45467xxxx4
SBVRT	1819 Polk St Ste 251 San Francisco, CA 94109	41571xxxx1				5	1
Edward Jones - Financial Advisor: Suzy Fisk	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com					87385		100000
Wells Fargo Advisors	1810 Gateway Dr, San Mateo, CA 94404	65028xxxx0
Michael Fredrick - Financial Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Judith S Feuer	3201 Danville Blvd Ste 162, Alamo, CA 94507	92571xxxx7	a.j*******@e********.com
Auezov Group	315 Montgomery St 9th Flr San Francisco, CA 94104	41540xxxx5
Summit Financial Advisory Services	18 Sequoia Way, San Francisco, CA 94127	41546xxxx2	amp*@s**************.com			5	1
Edward Jones - Financial Advisor: Arjun Rawat	3130 Crow Canyon Pl Ste 230, San Ramon, CA 94583	92586xxxx6	a.j*******@e********.com					88528		101000
Mike Isola-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx3
Edward Jones - Financial Advisor: Erin Sinclair	1201 Howard Ave, Burlingame, CA 94010	65034xxxx0	a.j*******@e********.com							100000	5	2
Tim Cecchin - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	wms********@r.com					14536		16000
Simplify Financial Planning	115 Sansome St Ste 200 San Francisco, CA 94104	41526xxxx3	aje@s***************.com			5	11
Ester Ng - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	dns***@a*.com					16		17
Edward Jones - Financial Advisor: Andrew S Castro	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
Morgan Stanley Smith Barney	555 California St Fl 35 San Francisco, CA 94104		c_m****@a***.morganstanleyclientserv			2.3	3
Edward Jones - Financial Advisor: Stephen C Kagan	1100 Alma St Ste 201, Menlo Park, CA 94025	65032xxxx1
Altum Wealth Advisors	San Francisco, CA 94129	41537xxxx2	inf@a*********.com
Edward Jones - Financial Advisor: Fred Steingraf, ABFP™\|AAMS™	1333 N California Blvd Ste 540, Walnut Creek, CA 94596	92539xxxx7	a.j*******@e********.com
Diane Kohler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	dia*******@r.com
Edward Jones - Financial Advisor: Richard Disho	1333 N California Blvd Ste 540, Walnut Creek, CA 94596	92545xxxx4	a.j*******@e********.com
Gator Tax Prep	San Francisco, CA 94109	30558xxxx1	quo@g*********.com			5	1			17
Financial Advisors U.S. Bancorp Investments	136 2nd Ave, San Mateo, CA 94401	65068xxxx6	aar**********@u***.com					345470	5393	348000
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
Alexander Binnie - Financial Advisor, Ameriprise Financial Services	5 Corte Del Rey, Orinda, CA 94563	41570xxxx6	ale*************@a*.com
James With - Private Wealth Advisor, Ameriprise Financial Services	101 Gregory Ln Ste 36, Pleasant Hill, CA 94523	92535xxxx0	dns***@a*.com
Cerity Partners	345 California St Ste 1100 San Francisco, CA 94104	41578xxxx5	aad*@c***********.com
Mindful Money	Berkeley, CA 94704	51084xxxx2	jon***@m****.money			5	19			9600
Edward Jones - Financial Advisor: Yun Fang	1569 Sloat Blvd, Ste 312 San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com			5	1
Jared Skinner - Financial Advisor	2812 Mission St, San Francisco, CA 94110	41568xxxx6	amb*******@b**********.com
Wells Fargo Advisors	902 Main St, Martinez, CA 94553	92567xxxx9
Johnson Lyman Wealth Advisors	2600 El Camino Real, Palo Alto, CA 94306	65049xxxx3	bec*@j*****.com
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
Wells Fargo Advisors	100 E 4th Ave, San Mateo, CA 94401	65034xxxx8
Kaha Chkheidze - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com					86	4	86
Gregory Ware - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41577xxxx3	dns***@a*.com
Terri Brown - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx5
Bishop Wealth Management LLC	1 Market St Ste 3600 San Francisco, CA 94105	41525xxxx6
Edward Jones - Financial Advisor: Yixue Mei	1150 Ballena Blvd Ste 100, Alameda, CA 94501	51052xxxx4	a.j*******@e********.com					87630		100000
Siena Global Advisors	2992 Burdeck Dr, Oakland, CA 94602	51053xxxx1
Heritage Wealth Advisors - Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	aid*****@a*.com					375	39	424
Edward Jones - Financial Advisor: Melanie Hart	1504 Encinal Ave Ste B, Alameda, CA 94501	51052xxxx0	a.j*******@e********.com					87385		100000
Wells Fargo Advisors	292 Battery St, San Francisco, CA 94111	41539xxxx5
Merrill Lynch Financial Advisor Mason P. McCloskey	555 California St, San Francisco, CA 94104	41567xxxx1	ale********@m.com
David Ho - Chase Home Lending Advisor - NMLS ID 1399224	926 Taraval St, San Francisco, CA 94116	41550xxxx8	abc*****@c**.com
Bessemer Trust Private Wealth Management San Francisco CA	101 California St Suite 2500, San Francisco, CA 94111	41529xxxx0	bes******************@a*******.email	5	2
Dominic Colabianchi - Chase Home Lending Advisor - NMLS ID 2250005	1 Front St, San Francisco, CA 94111	62821xxxx3	ber**********@c**.com
Wells Fargo Advisors	601 Westlake Ctr, Daly City, CA 94015	65099xxxx3
Gary Berg - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	ang*****@a*.com					35		36
David Shaw, CFP - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41595xxxx5	abc*****@u.com
Edward Jones - Financial Advisor: Joe Trevino, CFP®	370 Highland Ave Ste 202, Piedmont, CA 94611	51065xxxx5	a.j*******@e********.com					87631		100000
Lafayette Square Financial Advisors	2950 Camino Diablo Ste 220, Walnut Creek, CA 94597	92528xxxx0	adv*@l**.com					8		9
Stuart Reilly - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx7
Edward Jones - Financial Advisor: Reed Nothwang	100 Larkspur Landing Cir, Larkspur, CA 94939	41592xxxx9	a.j*******@e********.com
Wells Fargo Advisors	999 E Hillsdale Blvd, Foster City, CA 94404	65034xxxx2
Merrill Lynch Financial Advisor Daniel M Cutter	555 California St, San Francisco, CA 94104	41567xxxx5	ale********@m.com
*ETRADE - Temp. CLOSED**	532 Market St San Francisco, CA 94104	86678xxxx4	adv**********@e***.com			1.3	117	166074		170000
Chime Capital, LLC	101 California St Ste 500 San Francisco, CA 94111	84424xxxx3	aak**@c**.com			1.8	5
The Diamond Group Wealth Advisors	2430 Camino Ramon Ste 103, San Ramon, CA 94583	92521xxxx0	joh*****@d***********************.com					233		232
Mark Porter - Private Wealth Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx6	dns***@a*.com
Norm Bahramipour - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx4	dns***@a*.com
Edward Jones - Financial Advisor: Travis Benjamin, CFP®	1001 Laurel St Ste D, San Carlos, CA 94070	65063xxxx4	a.j*******@e********.com					87630		100000
Herold & Lantern Investments	111 Pine St Ste 1215 San Francisco, CA 94111	41539xxxx9	ala******@h**********.com
Wells Fargo Advisors	2100 Chestnut St, San Francisco, CA 94123	41522xxxx1	a-w*************@w***************.com					187793		188000
Wells Fargo Advisors	781 Lincoln Ave, San Rafael, CA 94901	41548xxxx4	a-w*************@w***************.com					188325		189000
Wells Fargo Advisors	81 W Hillsdale Blvd, San Mateo, CA 94403	65035xxxx0
Sag Advisor	1320 Willow Pass Rd Ste 600, Concord, CA 94520	80029xxxx9
Edward Jones-Financial Advisor: Cynthia A Wemyss, CFP, ChFC	339 S San Antonio Rd, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com					88543		101000
Edward Jones - Financial Advisor: Mary Beth Hambly, CFP®	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com					87384		100000
Charles Schwab	211 Main St, San Francisco, CA 94105	41566xxxx0	app*****************@s***.com			2.1	149
Elizabeth Garcia - Chase Home Lending Advisor - NMLS ID 714897	1 Front St, San Francisco, CA 94111	41529xxxx8	abc*****@c**.com
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	alb**********@u.com
Wells Fargo Advisors	3624 Geary Blvd, San Francisco, CA 94118	41539xxxx8
Cal Pac Advisors	3705 Haven Ave, Menlo Park, CA 94025	65036xxxx1	adm@p************.org					12		40
Edward Jones - Financial Advisor: Karl J Arias	1854 Tice Valley Blvd, Walnut Creek, CA 94595	92593xxxx1	a.j*******@e********.com					88528		101000
Wells Fargo Advisors	132 San Mateo Rd, Half Moon Bay, CA 94019	65072xxxx2
Chad R. Miles - Wealth Financial Advisor	180 Montgomery St, San Francisco, CA 94104	41541xxxx2	aab**@b**********.com					55395	910
H & S Financial Advisors - CLOSED	60 Spear St, San Francisco, CA 94105
ClearPath Capital Partners	222 Front St San Francisco, CA 94111	41568xxxx0	ant**@c*************.com
Wells Fargo Advisors	1 California St, San Francisco, CA 94111	41539xxxx9	a-w*************@w***************.com					188052		189000
MVP Capital	255 California St Ste 850 San Francisco, CA 94111	41539xxxx7	and*******@m*******.com			1	1
Burgess Financial Planning	354 Pine St FL 7, San Francisco, CA 94104	41552xxxx1	c18***************************@s***.wixpress	5	2
Bayer Donald CFP	San Francisco, CA 94133
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			132		130
James Sugay - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx8	joh******@c.rbcwealthmanagement					14640		16000
Wells Fargo Advisors	1900 Tice Valley Blvd, Walnut Creek, CA 94595	92594xxxx1
Western Peaks Financial Corporation	550 Montgomery St Ste 488 San Francisco, CA 94111	41544xxxx1
JMP Securities	600 Montgomery St Ste 1100 San Francisco, CA 94111	41526xxxx3
Wells Fargo Advisors	80 Moraga Way, Orinda, CA 94563	92525xxxx6
Financial Advisors U.S. Bancorp Investments	910 Ralston Ave, Belmont, CA 94002	65059xxxx2	aar**********@u***.com	5	2			345470	5393	348000
Wells Fargo Advisors	1499 N Main St, Walnut Creek, CA 94596	92567xxxx5
Private Capital Financial Advisors	1000 4th St Ste 440, San Rafael, CA 94901	41525xxxx0	cca***@c***********.net
Michael Gomez - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Simplify Financial Planning		41526xxxx3	aje@s***************.com	5	7
SF Fire Credit Union	3908 24th St San Francisco, CA 94114	41567xxxx0	aay*@s*****.org	5	2	5	1	1703	526	1700
Wells Fargo Advisors	1045 Ralston Ave, Belmont, CA 94002	65059xxxx0
Edward Jones - Financial Advisor: Mary D Gernetzke, AAMS™\|CRPC™	195 San Marin Dr, Novato, CA 94945	41589xxxx0	a.j*******@e********.com							14
Parkside Advisors	2040 Bancroft Way, Berkeley, CA 94704	51088xxxx0	aud*@p*************.com
Equitable Advisors	2175 N California Blvd, Walnut Creek, CA 94596	92595xxxx8	abc*****@e******.com
Edward Jones - Financial Advisor: Elizabeth N Knier	504 Avenue Alhambra, Half Moon Bay, CA 94019	65056xxxx1	a.j*******@e********.com
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®\|ChFC®\|AAMS™	39500 Stevenson Pl Ste 201, Fremont, CA 94539	51079xxxx0	a.j*******@e********.com					87384		100000
Bradley & Company	One Market Plz Ste 3600 San Francisco, CA 94105	41565xxxx0	abo@b******.com			5	1	1042	33	1100
aboutLife	450 Townsend St San Francisco, CA 94107	91760xxxx5	inf@s*********.com	4.9	19
Greener Equity, Inc. - San Francisco	548 Market St Ste 48643 San Francisco, CA 94104	80023xxxx8	inf@e**********.com
Ben Bernstein - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	and**********@a*.com					73		92
Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services	225 Bush St Ste 1835, San Francisco, CA 94104	41562xxxx5	ale******@a*.com							107
United Capital Financial Advisors	5050 El Camino Real, Los Altos, CA 94022	65020xxxx4	aah*@a*.com
Daniel Platt - Ameriprise Financial Services, Inc	44 Montgomery St Ste 4210 San Francisco, CA 94104	41562xxxx0	dns***@a*.com			5	1
Tanvir Khan SEO	207 Spear St San Francisco, CA 94105
Justin Klueger - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41551xxxx5	rbc*******@r.com
Damian Pasternak - Chase Home Lending Advisor - NMLS ID 448037	1390 S Main St, Walnut Creek, CA 94596	92589xxxx6	dam***********@c**.com
Wells Fargo Advisors	325 Sharon Park Dr, Menlo Park, CA 94025	65092xxxx0
Planning & Financial Advisors	44 Montgomery St, San Francisco, CA 94104	41567xxxx9	inf@s**************.com
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx5	jor*******@a*.com	5	1			71		73
Cetera Advisor Networks	9074 Broadway Ter, Oakland, CA 94611	51045xxxx4
Edward Jones - Financial Advisor: Robert D Schulman	505 San Marin Dr Ste 110b, Novato, CA 94945	41589xxxx4	a.j*******@e********.com					88648		101000
Axa Advisors	88 Kearny St San Francisco, CA 94108	41527xxxx0				2	4
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services	25 Orinda Way Ste 205, Orinda, CA 94563	92590xxxx0	dns***@a*.com					401	10	391
John Ritchie - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0
Eric Lahtinen - Financial Advisor, Ameriprise Financial Services, LLC	311 California St #400, San Francisco, CA 94104	41577xxxx9	dns***@a*.com
Broadwing Capital Advisors Inc	101 Larkspur Landing Cir, Larkspur, CA 94939	41538xxxx5	kel@b*************.com
Union Financial Partners	2001 Union St Ste 540 San Francisco, CA 94123	41556xxxx0	a.t******@u*******.com			3.3	9
Berkeley Investment Advisors	565 17th Ave, San Francisco, CA 94121	51036xxxx0	ray*****@b***************.com
Edward Schuller - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com					14536		16000
Burgess Financial Planning	177 Post St Ste 600 San Francisco, CA 94108	41552xxxx1	c18***************************@s***.wixpress			4.9	36
Applied Advisor	3150 18th St Ste 245 San Francisco, CA 94110	41532xxxx2	kat@a***********.com			4.3	14
Patrick Thor - Financial Advisor, Ameriprise Financial Services, LLC	3 Embarcadero Ctr # 1350, San Francisco, CA 94111	41547xxxx7	dns***@a*.com
Ocean Tomo	101 Montgomery St Ste 2100 San Francisco, CA 94104	41594xxxx0	aca**@o******.com			5	1	24	10	30
Brandon York - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx4
Constellation Wealth Advisors	3000 Sand Hill Rd Ste 2-160, Menlo Park, CA 94025	65041xxxx9	dav@c************.com
InVision Capital Advisor	18 Bartol St Ste 1233 San Francisco, CA 94133	65091xxxx8				5	2
The Chow Zucker Group-Morgan Stanley Financial Advisors	1400 Page Mill Rd, Palo Alto, CA 94304	65049xxxx9	acm*********@m**********.com
Wells Fargo Advisors	465 California St Ste 250, San Francisco, CA 94104	41539xxxx6	a-w*************@w***************.com					188052		189000
Silicon Private Wealth	500 Washington St Ste 325 San Francisco, CA 94111	40864xxxx0	ccu******@s*****************.com
Robasciotti & Philipson	870 Market St Ste 1275 San Francisco, CA 94102	41598xxxx0	afs*@r********.com			5	10			214
Gregory Ware - Financial Advisor, Ameriprise Financial Services	150 Post St Ste 530, San Francisco, CA 94108	41577xxxx3	bri*********@a*.com
Edward Jones - Financial Advisor: David M Amann, CFP®\|ChFC®	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com					123	15	117
Kontagent	201 Mission St Fl 25 San Francisco, CA 94105	41576xxxx0	50f***********************************@w***************.com			1	1
Wells Fargo Advisors	1172 A St, Hayward, CA 94541	51088xxxx5
Edward Jones - Financial Advisor: John J Tornes, CFP®	1300 Grant Ave Ste 101, Novato, CA 94945	41589xxxx9	a.j*******@e********.com
Odyssey Wealth Partners - UBS Financial Services Inc.	555 California Street 32nd/ 34th, 46th Floor, San Francisco, CA 94104	41596xxxx7	alb**********@u.com
Wells Fargo Advisors	1298 E 14th St, San Leandro, CA 94577	51046xxxx7
TAN Wealth Management	San Francisco, CA 94112	41577xxxx8	tan@t******.com			5	2
WP Advisors	353 Sacramento St Fl 18 San Francisco, CA 94111	41577xxxx0	inf@w***********.com
Wells Fargo Advisors	11020 Bollinger Canyon Rd, San Ramon, CA 94582	92573xxxx0
Eric Fukumae - Chase Home Lending Advisor - NMLS ID 1325665	3998 24th St, San Francisco, CA 94114	92536xxxx2	abc*****@c**.com
The Advisory Group of San Francisco	44 Montgomery St Suite 2410, San Francisco, CA 94104	41597xxxx0	ati*@a************.com	5	1			64	2	67
Marin Financial Advisors	80 E Sir Francis Drake Blvd Ste 1A, Larkspur, CA 94939	41592xxxx2	adv*@m****.com
Veronica Martinez - Chase Home Lending Advisor - NMLS ID 286724	151 Warriors Way, San Francisco, CA 94158	41581xxxx6	ber**********@c**.com
O Pes Advisors Inc	400 S El Camino Real, San Mateo, CA 94402	65093xxxx0
Merrill Lynch Financial Advisor Jing Wang	555 California St, San Francisco, CA 94104	41567xxxx2	ale********@m.com
Merrill Lynch Financial Advisor Alan Wong	555 California St, San Francisco, CA 94104	41528xxxx5	ale********@m.com
Nicole Simoni - Financial Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com
Edward Jones - Financial Advisor: Patrick Bell	1300 Grant Ave Ste 101, Novato, CA 94945	41589xxxx9	acc********@e********.com
Fillmore Capital Partners	San Francisco, CA 94111	41583xxxx7	a.w****@f********.com
Tiffany Groode	Oakland, CA 94612	51096xxxx6	tif**@t**********.com			5	25			121
Bank of America Financial Center	50 California St, San Francisco, CA 94111	41562xxxx0	ald*********@m.com	2.5	12
Edward Jones - Financial Advisor: Louis Wellmeier	4306 Redwood Hwy Ste 100, San Rafael, CA 94903	41547xxxx4	acc********@e********.com					87384		100000
UBS Financial Services Inc. Alpha+ Group	One California St Fl 20 San Francisco, CA 94111	41595xxxx0	abc*****@u.com
Atlas Capital Advisors	38 Keyes Ave San Francisco, CA 94129	41535xxxx0	adi@a****.com			4	4
EP Wealth Advisors	1333 N California Blvd Ste 100, Walnut Creek, CA 94596	92528xxxx1	ab@e*******.com
Edward Jones - Financial Advisor: Stephen C Kagan, AAMS™	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com					87384		100000
Cogo Wolf Asset Management	1 Embarcadero Ctr Ste 1140 San Francisco, CA 94111	41583xxxx0
Wells Fargo Advisors	2454 Noriega St, San Francisco, CA 94122	41575xxxx0
Tiburon Wealth Advisors	1001 Magnolia Ave, Larkspur, CA 94939	41541xxxx3	jsm*@t**********.com
Edward Jones - Financial Advisor: Nirmal Rout, CFP®	2412 Central Ave, Alameda, CA 94501	51074xxxx3	a.j*******@e********.com					87384		100000
Baker Street Advisors, LLC	575 Market St 6th floor, San Francisco, CA 94105	41534xxxx0	ada@b*****************.com
Patrick Thor - Financial Advisor, Ameriprise Financial Services	3 Embarcadero Ctr Ste 1350, San Francisco, CA 94111	41547xxxx7	dns***@a*.com
Edward Jones - Financial Advisor: Katrina C Yun-Nikolac, CFP®\|ChFC®\|AAMS™	165 University Ave, Palo Alto, CA 94301	65032xxxx3	a.j*******@e********.com
MFA Financial Planning	586-B Wisconsin St, San Francisco, CA 94107	41580xxxx5	adm@m*****************.com	5	1
Delphi Wealth Advisors	370 Diablo Rd Ste 207, Danville, CA 94526	92583xxxx7
Brian Addington - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx9	bri**********@r.com
Wells Fargo Advisors	1950 University Ave Ste 300, East Palo Alto, CA 94303	65032xxxx0	ami************@w***************.com					187819		188000
Edward Jones - Financial Advisor: Jennifer M Butters, AAMS™	4306 Redwood Hwy Ste 100, San Rafael, CA 94903	41547xxxx4	a.j*******@e********.com					87384		100000
Edward Jones - Financial Advisor: Dave Parker	413 Sycamore Valley Rd W, Danville, CA 94526	92583xxxx0	a.j*******@e********.com
Lula Financial	66 Franklin St Fl 3 Oakland, CA 94607	41563xxxx7	ami@l***********.com	4.2	19	4.9	52
Herrera Financial Services	1370 Valencia St Ste A San Francisco, CA 94110	41569xxxx0				5	1
Golden Gate Financial Partners	580 California St Ste 1200 San Francisco, CA 94104	41539xxxx4	abi@g**********.com
Wells Fargo Advisors	775 Oak Grove Rd, Concord, CA 94518	92567xxxx2
Wells Fargo Advisors	2099 Broadway St, Redwood City, CA 94063	65039xxxx1
Amaral Financial Planning	San Jose, CA 95123	40879xxxx9	ama*******@p*******.is			5	44
Guneet Bains-Ajmani-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92546xxxx0	aab**@b**********.com					40893	181	41000
Andrew Andrikopoulos - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65065xxxx5	and***************@a*.com
Edward Jones - Financial Advisor: Mary D Gernetzke	195 San Marin Dr, Novato, CA 94945	41589xxxx0
Wells Fargo Advisors	505 California Ave, Palo Alto, CA 94304	65085xxxx5
Osborne Partners Capital Management	1 Embarcadero Ctr Ste 4100 San Francisco, CA 94111	41536xxxx7	aar**@o************.com
Palms Capital Partners	1700 Montgomery St Ste 101 San Francisco, CA 94111	41549xxxx1
Wells Fargo Advisors Financial Network	580 California St Ste 1200, San Francisco, CA 94104	41587xxxx0
Gordon Mak - Financial Advisor, Ameriprise Financial Services, LLC	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx9
Edward Jones - Financial Advisor: Marcos Palma Garcia	3021 Citrus Cir Ste 275, Walnut Creek, CA 94598	92593xxxx9	a.j*******@e********.com					87384		100000
Bioscience Advisors	1350 Treat Blvd, Walnut Creek, CA 94597	92595xxxx7	19b***********************************@w***************.com
Private Ocean	140 Geary St Fl 6 San Francisco, CA 94108	41578xxxx2	ang*@p*********.com							124
Next Level Advisors Inc	38620 Country Cmn, Fremont, CA 94536	51064xxxx1
Wells Fargo Advisors	2033 N Main St Ste 800, Walnut Creek, CA 94596	92574xxxx0	abc*****@w***************.com
Wells Fargo Advisors	116 Sunset Dr, San Ramon, CA 94583	92590xxxx1
Wells Fargo Advisors	2380 Monument Blvd, Pleasant Hill, CA 94523	92560xxxx0
Freedom Credit Solutions	San Francisco, CA 94109	85595xxxx3				1	1
Press Refresh LLC	San Francisco, CA 94103	31092xxxx2
Wells Fargo Advisors	3450 Fruitvale Ave, Oakland, CA 94602	51048xxxx1
Magnus Du Borg-RBC Wealth Management Financial Advisor	1331 N California Blvd, Walnut Creek, CA 94596	92527xxxx2	haw***@r.com
Chris Churchill	101 Montgomery St Ste 600 San Francisco, CA 94104	41587xxxx2	aah***@m*******.com			5	5
Merrill Lynch Private Wealth Advisor John B Myers	555 California St Suite 1800, San Francisco, CA 94104	41595xxxx2	aar********@s***.com
Harold L Lustig Financial Advisor	70 Mitchell Blvd, San Rafael, CA 94903	41547xxxx0	int*****@d*********.com
Wells Fargo Advisors	5191 Mowry Ave, Fremont, CA 94538	51079xxxx5
James S. Lin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx3	jam****@r.com					13904		15000
Sam Su - Morgan Stanley Financial Advisor	555 California St 35th Floor, San Francisco, CA 94104	41598xxxx0	acc********@m**********.com
George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	agu*********@a*.com					398		417
Capital Capital Advisors	270 Magnolia Ave, Larkspur, CA 94939	41592xxxx9
Stacy Hering Astor & Associates	414 Jackson St Ste 200 San Francisco, CA 94111	41554xxxx9	all@h*********.com							115
Merrill Lynch Financial Advisor Justin M Kroplin	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx2	ale********@m.com
Cognizant Wealth Advisors	530 Lytton Ave, Palo Alto, CA 94301	65020xxxx2	art******@c************.com					329	3	327
YellowBrickRoad Financial Advisors	14 Funston Ave, San Francisco, CA 94129	41534xxxx1	joh*@y*****************.com
Theodore Simos - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx6	dav*******@r.com
Capital Management Advisors Group	2033 N Main St, Walnut Creek, CA 94596	92593xxxx0	inf@a*************.com							52
Chris Spence - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5
Axiom Advisory	One Sansome St Ste 3500 San Francisco, CA 94104	41548xxxx1	hel@a**********.com
Nohr Tom & Associates	20632 Redwood Rd, Castro Valley, CA 94546	34120xxxx7	joh@t*****.com
Rosa Harnack, Financial Advisor - Eagle Strategies	2633 Camino Ramon Ste 525, San Ramon, CA 94583	92586xxxx2	a.-***************@n********.com
Merrill Lynch Financial Advisor Race K Stowell	555 California St 9th Floor, San Francisco, CA 94104	41528xxxx0	ale********@m.com
Wells Fargo Advisors	6843 Mission St, Daly City, CA 94014	65075xxxx0
Oum & Co	601 California St Fl 18 San Francisco, CA 94108	41543xxxx4	a@o*****.com	5	3	5	2	2735	126	2900
Jocelyn Reitzel Sullivan - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx8	dns***@a*.com					75		91
Katherine Chappell - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx6	dns***@a*.com
Wells Fargo Advisors	4300 Macdonald Ave, Richmond, CA 94805	51023xxxx0
Wells Fargo Advisors	5820 Nave Dr, Novato, CA 94949	41538xxxx0
Edward Jones - Financial Advisor: Zubair A Hakimi, AAMS™	43360 Mission Blvd Ste 210, Fremont, CA 94539	51065xxxx6	a.j*******@e********.com					149	5	151
Charlotte’s Webb Financial Services	1151 Harbor Bay Pkwy Ste 207C Alameda, CA 94502	51098xxxx2	con**@p***********.org			4	4
Merrill Lynch Financial Advisor David M. Salazar	555 California St, San Francisco, CA 94104	41524xxxx5	aan*******@m.com
SAS Financial Advisors	50 California St, San Francisco, CA 94111	41527xxxx5	ala@s********.com
Charles Truong-Wealth Financial Advisor	15075 Farnsworth St, San Leandro, CA 94579	51036xxxx7	aab**@b**********.com					40848	177	41000
Kim Ramsey - Chase Home Lending Advisor - NMLS ID 667745	1615 Woodside Rd, Redwood City, CA 94061	40888xxxx0	abc*****@c**.com
Kathryn Amenta Financial Advisor	1693 Polk Street 210, San Francisco, CA 94109	41533xxxx2	kat**@k**********.com
CSG Advisors	1 Post St Ste 2130, San Francisco, CA 94104	41595xxxx4	acl*@c********.com
Wells Fargo Advisors	3157 Danville Blvd, Alamo, CA 94507	92583xxxx1
Hanke & Company Wealth Management, LLC	177 Post St # 800, San Francisco, CA 94108	41578xxxx0	c18***************************@s***.wixpress	4.4	14					86
Tiemann Investment Advisors	750 Menlo Ave, Menlo Park, CA 94025	65056xxxx0	inf@t*****.net
Hanover Partners	425 California St San Francisco, CA 94104	41578xxxx2	aar@h************.com
Ameriprise Financial Advisors	455 Market St Ste 1480 San Francisco, CA 94105	41577xxxx6				1.7	23
Wells Fargo Advisors	1800 Solano Ave, Berkeley, CA 94707	51055xxxx0
Zachary Persin - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx4	dav*******@r.com
Marin Wealth Advisors	50 California St Ste 1500, San Francisco, CA 94111	41547xxxx5	inf@m*****************.com					132		130
Edward Jones - Financial Advisor: Parker T Austin	1628 California St, San Francisco, CA 94109	41540xxxx5	a.j*******@e********.com							100000
Edward Jones - Financial Advisor: Robert D Schulman	1539 S Novato Blvd, Novato, CA 94947	41589xxxx4	a.j*******@e********.com					85136
Matthew Forrey - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92527xxxx0	car*************@r.com
Wells Fargo Advisors	3 Tunstead Ave, San Anselmo, CA 94960	41545xxxx2
Wells Fargo Advisors	30915 Courthouse Dr, Union City, CA 94587	51047xxxx0
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Carrick Bend Advisors	72 E 3rd Ave Ste 3, San Mateo, CA 94401	65029xxxx0
Benningfield Financial Advisors	Serving theSan Francisco Area	41556xxxx8	jan@b******************.com
Karissa Wong - Ameriprise Financial Advisor	44 Montgomery St Ste 4210 San Francisco, CA 94104	41578xxxx0
Dogpatch Wealth	555 20th St Suite 2 & 3, San Francisco, CA 94107	41546xxxx3	ada@d*************.com	5	18
Elite Financial Group	San Francisco Bay Area, CA 94102	41577xxxx2	dhu*@e*****.com			4.8	5
Edward Jones - Financial Advisor: Samantha Dinh	2065 Mountain Blvd, Oakland, CA 94611	51033xxxx0	a.j*******@e********.com					85136
Edward Jones - Financial Advisor: Erin Sinclair, CFP®	411 Borel Ave Ste 505, San Mateo, CA 94402	65034xxxx0	a.j*******@e********.com					141		148
Baker Ave Asset Management	601 California St San Francisco, CA 94108	41598xxxx0				1	2
Allegra Conklin - Financial Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	all************@a*.com
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dns***@a*.com							203
Gary C Wong, CPA	Piedmont, CA 94611	34122xxxx4	inf@c**********.com			4.8	5
Upstart Wealth Management	582 Market St Ste 808 San Francisco, CA 94104	41554xxxx6	inf@u***********.com
Stoffer Wealth Advisors	4040 Civic Center Dr Ste 200, San Rafael, CA 94903	41570xxxx0
Wells Fargo Advisors	San Francisco, CA 94104	41529xxxx0	a-w*************@w***************.com					188052		189000
Merrill Lynch Financial Advisor Debbie Jorgensen	555 California St 9th Floor, San Francisco, CA 94104	41567xxxx0	ale********@m.com
Abraham Martinez - Brio Financial Group	333 Bush St Ste 1400 San Francisco, CA 94104	83362xxxx0	abr**@b***.com			5	1
Wells Fargo Advisors	2220 Mountain Blvd, Oakland, CA 94611	51053xxxx5
One Wealth Advisors	766 Valencia St, San Francisco, CA 94110	41572xxxx0	asc***@o******.net							227
Rosenblatt Advisors	3726 Castro Valley Blvd, Castro Valley, CA 94546	51031xxxx0	ajc**@a.com	5	2			31		31
Edward Jones - Financial Advisor: Alex Scheel, CFP®	608 Las Juntas St, Martinez, CA 94553	92537xxxx4	a.j*******@e********.com					87384		100000
Silicon Valley Capital Management	807 Montgomery St San Francisco, CA 94113	41586xxxx0	cga*@s*.com
Oui Financial	855 Lincoln Way, San Francisco, CA 94122		gui****@o*********.com	5	3
Edward Jones - Financial Advisor: Evonne Carter	855 Oak Grove Ave, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com					85136
ROMAR Wealth Management	600 Grand Ave Ste 301 Oakland, CA 94610	51081xxxx9				5	13
Bordeaux Wealth Advisors	1550 El Camino Real Ste 100, Menlo Park, CA 94025	65028xxxx5	inf@b**************.com
Wells Fargo Advisors	655 8th St, San Francisco, CA 94103	41537xxxx5	a-w*************@w***************.com							189000
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
U.S. Bancorp Investments - Financial Advisors: Tyler Siv	4610 Mission St, San Francisco, CA 94112	41540xxxx8	aar**********@u***.com					341260	3975	343822
Fitch Financial Advisors	2627 Chestnut St, San Francisco, CA 94123	41592xxxx9	cla**@f**********.com
Berit Suba, MBA,CFP	555 California Ste 2300 San Francisco, CA 94104	41539xxxx2				5	1
Karuna Advisors	621 Hawthorne Ave, Palo Alto, CA 94301	65032xxxx8
American Express Financial Advisors Inc	101 California St, San Francisco, CA 94111	41539xxxx9	kka***@s********.co
Ronald Chiu - Chase Home Lending Advisor - NMLS ID 448559	5655 Geary Blvd, San Francisco, CA 94121	41586xxxx5	abc*****@c**.com
Edward Jones - Financial Advisor: Joseph Wilder	1017 1st St, Benicia, CA 94510	70774xxxx2	a.j*******@e********.com					138	4	139
Oliver Choy - Ameriprise Financial Services	353 Sacramento St Ste 2300 San Francisco, CA 94111	41540xxxx2	dns***@a*.com
Diversified Credit Investments	201 Spear St San Francisco, CA 94105	41576xxxx4
First Pacific Bonding	109 Bartlett St, San Francisco, CA 94110	41596xxxx0	ton@f******.com
Erik Cormier - Financial Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	86028xxxx2	dns***@a*.com					325		332
Edward Jones - Financial Advisor: Kathryn M. Holland	6601 Dublin Blvd Ste P, Dublin, CA 94568	92580xxxx0	acc********@e********.com					87384		100000
Integroup Financial Advisors	870 Market St Ste 486, San Francisco, CA 94102	41539xxxx0
Persistent Edge	580 California St Ste 2040 San Francisco, CA 94104	41598xxxx0
Wells Fargo Advisors	1899 Marina Blvd, San Leandro, CA 94577	51048xxxx0
Enhance Wealth Advisors	700 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92593xxxx9	enh********@d***************.com							35
U.S. Bancorp Investments - Financial Advisors: Brian Batt	350 California St, San Francisco, CA 94104	41579xxxx7	aar**********@u***.com
Andrews Financial Planning	228 Windsor River Rd Ste 112 Windsor, CA 95492	70732xxxx3	ka@a***********************.com			5	2
Wells Fargo Advisors	151 40th St, Oakland, CA 94611	51059xxxx0
WealthMechanix	1806 Belles St #4b, San Francisco, CA 94129	41575xxxx2
Tatia Mac Kinnon - Private Wealth Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx0	aud***********@a*.com					41	9	70
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services	522 Ramona St, Palo Alto, CA 94301	65047xxxx0	and*********@a*.com
Transamerica Corporation	600 Montgomery S Ste 2300 San Francisco, CA 94111					1	12
Business Investment Management	1426 Fillmore St, San Francisco, CA 94115	41556xxxx2				3	2
Aberdare Ventures	235 Montgomery St Ste 1230 San Francisco, CA 94104	41539xxxx2	lk@a*******.com
Wells Fargo Advisors	2020 Market St, San Francisco, CA 94114	41586xxxx6
Cannabis CPA Professionals	535 Mission St 14th Fl 14 San Francisco, CA 94105	41573xxxx2	c09***************************@s***.wixpress
Wells Fargo Advisors	1095 University Ave, Berkeley, CA 94710	51064xxxx2
True Root Financial	3445 Scott St, San Francisco, CA 94123	41532xxxx2	1b5***********************************@w***************.com	5	13
Wells Fargo Advisors	5455 Geary Blvd, San Francisco, CA 94121	41539xxxx5
Grooms Wealth Management	250 Camino Alto, Ste 200, Mill Valley, CA 94941	62821xxxx3	sco@g*********.com
Hudson Private Wealth Advisors - Ameriprise Financial Services, LLC	1 Sansome St #3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com
Carl Ilg - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx6	mat************@r.com							15
Willow Grove Advisors	2040 Bancroft Way, Berkeley, CA 94704	51028xxxx6	cla***@w****************.com
Broadwing Capital Advisors	18 Blythedale Ave, San Francisco, CA 94134	41538xxxx5
Collection Agency - KB American Group	71 Stevenson St Ste 305 San Francisco, CA 94103	88860xxxx6				1	1
JK Harris & Company	425 Market Street Suite 2200 San Francisco, CA 94105	80089xxxx6				1	1
Wells Fargo Advisors	1399 Moraga Way, Moraga, CA 94556	92537xxxx2
Samantha N Dinh, CFP - Paragon Financial Planning	550 Park St, Ste 105 Alameda, CA 94501	51022xxxx4	inf@p********.com	5	2	5	47
Trabert Asiano Advisors - UBS Financial Services Inc.	555 California St, San Francisco, CA 94104	41596xxxx7	abc*****@u.com
Pamela Chan - Chase Home Lending Advisor - NMLS ID 242912	265 Winston Dr Ste A, San Francisco, CA 94132	41557xxxx5	dom*************@j*****.com
San Francisco Associates	847 Sansome St Fl 4 San Francisco, CA 94111	41567xxxx0	abl****@s*********.com			5	2
Wells Fargo Advisors	34988 Newark Blvd, Newark, CA 94560	51079xxxx1
Technology Credit Union	1449 Mission St, San Francisco, CA 94103	80055xxxx0	abe*****@t***.com	3.8	12	4.3	40
Qiumei Sun - Financial Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dns***@a*.com							10
Katy Song Financial Planning	34 Meadow Dr Mill Valley, CA 94941	41527xxxx3	kat@k******.com			5	3			76
Westech Investment Advisors	104 La Mesa Dr, Portola Valley, CA 94028	65039xxxx6	abd****@w********.com
Edward Jones - Financial Advisor: Mark J Lavan, CFP®	18 E Blithedale Ave Ste 15, Mill Valley, CA 94941	41538xxxx3	a.j*******@e********.com					87631		100000
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					73		91
Edward Jones - Financial Advisor: Aileen A Low, CFP®	4966 El Camino Real Ste 125, Los Altos, CA 94022	65056xxxx1	a.j*******@e********.com					87630		100000
Matthew Izaddoust - Chase Home Lending Advisor - NMLS ID 8385	749 W El Camino Real, Mountain View, CA 94040	65068xxxx8	abc*****@c**.com
Leading Edge Investment Advisors	50 California St Ste 2320, San Francisco, CA 94111	41521xxxx0	a.-***@l*.net
Eric Stubbs - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	21270xxxx5	wms********@r.com					13904		15000
Wells Fargo Advisors	950 Southland Dr, Hayward, CA 94545	51026xxxx5
John Ritchie - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41528xxxx0	and**********@a*.com
Apoyo Financiero	2091 Mission St Ste A San Francisco, CA 94110	41555xxxx2	afi@a*******.com			1	1
Rapport Financial	315 Montgomery St 10th Floor, San Francisco, CA 94104	41596xxxx4	aar@r*************.com
Moody’s Analytics	405 Howard St Ste 300 San Francisco, CA 94105	41587xxxx0	exa**@y*******.com			2.5	2
Joseph A. Seidler - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3	rbc*******@r.com					12806
RSF Social Finance	1002 O'Reilly Ave San Francisco, CA 94129	41556xxxx0	afs*****@r*************.org			3.7	3
Stewart & Patten Company LLC	1 Post St Ste 850 San Francisco, CA 94104	41542xxxx2	inf@s**************.com
Cetera Advisor Networks	2000 Crow Canyon Pl, San Ramon, CA 94583	92583xxxx0	ash****@p*******.com
Edward Jones - Financial Advisor: Damon Liang	2000 Van Ness Ave Ste 714, San Francisco, CA 94109	41577xxxx0	a.j*******@e********.com					88027		100000
Castellon Professional Services	48 Gold St Ste 200 San Francisco, CA 94133	41565xxxx6	jn@m*********.com			5	8
Edward Comar - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	dns***@a*.com
Wells Fargo Advisors	1183 Ocean Ave, San Francisco, CA 94112	41564xxxx9
Merrill Lynch Financial Advisor Richard Velez	555 California St, San Francisco, CA 94104	41527xxxx1	aar********@s***.com
Aquillo Partners	1 Maritime Plz Fl 14 San Francisco, CA 94111	41567xxxx3	abr***@a***********.com
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
Affinity Capital Advisors	825 Page St, Berkeley, CA 94710	51098xxxx1	con**@a***********.com		6
Skylark Wealth			bf7***********************************@w***************.com	5	7
Edward Jones - Financial Advisor: Rhonda Wentzel	1100 Alma St, Menlo Park, CA 94025	65032xxxx1	a.j*******@e********.com
West Portal Financial Group, LLC - Raymond James	360 W Portal Ave A, San Francisco, CA 94127	41596xxxx0	aar**********@r*********.com
ImpactAdvisor	655 Montgomery St, San Francisco, CA 94111	41586xxxx0	exx******@i**********.com			5	4
martinwolf - M&A Advisors	4000 Executive Pkwy, San Ramon, CA 94583	92535xxxx0	abu****@m*******.com
Joe Lan Hong, Financial Advisor - Eagle Strategies	39650 Liberty St Ste 200, Fremont, CA 94538	51062xxxx5	ldh*@e************.com
Gary Cattich - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	rbc*******@r.com
Advisors Group	1760 Solano Ave, Berkeley, CA 94707	51052xxxx8
Stoffer Wealth Advisors	345 West Portal Ave. Ste. 110, San Francisco, CA 94127	41570xxxx0
Edward Jones - Financial Advisor: Umberto Leone	2485 Salvio St, Concord, CA 94520	92579xxxx6	a.j*******@e********.com							46
Luna Xu - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4
Fairlead Financial Advisors	215 Reed Blvd, Mill Valley, CA 94941	41538xxxx0	joh*****@f********.com
Edward Jones - Financial Advisor: Yvonne I Ceresa, CFP®\|CFA®	1350 Arnold Dr Ste 100, Martinez, CA 94553	92533xxxx2	a.j*******@e********.com					160		153
Tax Magic CPA	San Francisco, CA 94116	41560xxxx9				4.7	41
Modern Family Finance	Oakland, CA 94612	41529xxxx6	hel@g*******.co			5	9	269		273
Janine Gupte - Chase Home Lending Advisor - NMLS ID 273948	1615 Woodside Rd, Redwood City, CA 94061	81579xxxx9	abc*****@c**.com
Shana Hudson - Private Wealth Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41594xxxx5	dns***@a*.com					71		73
Wendy Cutrufelli - Preferred Mortgage Advisors, Inc.	1990 N California Blvd, Walnut Creek, CA 94596	92591xxxx5	inf@p***********************.com	5	14			794		817
Transamerica Financial Advisors, Inc	867 American St Ste 200, San Carlos, CA 94070	40882xxxx2
Wells Fargo Advisors	1380 Linda Mar Shopping Ctr, Pacifica, CA 94044	65073xxxx5
Tyler C Finley - Chase Home Lending Advisor - NMLS ID 1107079	300 Hamilton Ave, Palo Alto, CA 94301	65076xxxx0	dom*************@j*****.com
Blackline Partners	550 Battery St Ste 2204 San Francisco, CA 94104	88854xxxx2	d.j@b****************.net			1	1
Council Financial & Insurance Services	425 Market St Ste 1600 San Francisco, CA 94105	92587xxxx2	her@c**************.com			5	68			107
Wells Fargo Advisors	34356 Alvarado Niles Rd, Union City, CA 94587	51048xxxx3
Wells Fargo Advisors	1560 Van Ness Ave, San Francisco, CA 94109	41539xxxx5
Tylor Nowell Investment Advisors	1501 San Anselmo Ave, San Anselmo, CA 94960	41552xxxx4
Keith Bauer \| Mortgage Market Advisors	2010 Crow Canyon Pl Ste 100, San Ramon, CA 94583	92520xxxx2	hel@l*****.com
Embarcadero Financial Group	1 Embarcadero Ctr #1540, San Francisco, CA 94111	41539xxxx0	amy@e*******************.com					8
Haven Wealth Management	One Sansome St Ste 3500 San Francisco, CA 94104	41587xxxx7	cpo*******@c**************.com							117
Modern Financial Planning	344 Thomas L Berkley Way M10 Oakland, CA 94612	51051xxxx9	doe***@m*****.com	5	14	5	4
Argonaut Financial Planning and Investment Management	405 Oak Park Dr, San Francisco, CA 94131	41540xxxx2	dav@a**************.com
Edward Jones - Financial Advisor: Ivy L May	702 Marshall St Ste 400, Redwood City, CA 94063	65036xxxx8	a.j*******@e********.com					87384		100000
Shannan Walter Wealth Advisors	347 Gellert Blvd, Daly City, CA 94015	41578xxxx7
Ni Advisors	1335 Mt Pisgah Rd, Walnut Creek, CA 94596	92546xxxx0	bri********@n**********.com					586919		759000
Dodge & Cox	555 California St 40th Fl, San Francisco, CA 94104	41598xxxx0	aal*@d********.com	5	2
Wells Fargo Advisors	2925 Woodside Rd, Woodside, CA 94062	65085xxxx9
Jeanette Ellen Strother - Financial Advisor, Ameriprise Financial Services	44 Montgomery St Ste 3100, San Francisco, CA 94104	41574xxxx4	dns***@a*.com					75		91
Edward Jones - Financial Advisor: Terry Kotsatos	1301 Solano Ave Ste 201, Albany, CA 94706	51023xxxx5	a.j*******@e********.com					87631		100000
Edward Jones - Financial Advisor: Cynthia A Wemyss, CFP®\|ChFC®	339 S San Antonio Rd Ste 1, Los Altos, CA 94022	65094xxxx6	a.j*******@e********.com					87630		100000
Michael Perez - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92546xxxx0	dns***@a*.com							3
Vallis Advisors - UBS Financial Services Inc.	555 California St Ste 3200, San Francisco, CA 94104	41596xxxx3	abc*@u.com
Edward Jones - Financial Advisor: Terry Kotsatos	11760 San Pablo Ave, El Cerrito, CA 94530	51023xxxx5	a.j*******@e********.com					87631		100000
Edward Jones - Financial Advisor: Benito B Barillas, AAMS™\|CRPC™	750 Menlo Ave Ste 350, Menlo Park, CA 94025	65032xxxx3	a.j*******@e********.com					87384		100000
Wells Fargo Advisors	1999 Harrison St Ste 2050, Oakland, CA 94612	51025xxxx0	a-w*************@w***************.com
Debra J Dolch Fiduciary Services	167 South Park San Francisco, CA 94107	41554xxxx1	dan*@f**************.net			3.3	12
Wells Fargo Advisors	3348 Lakeshore Ave, Oakland, CA 94610	51083xxxx2
Catherine Chen - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	mic**********@r.com
Hewins Financial Advisors	724 Battery St, San Francisco, CA 94111	30535xxxx1	a.j****@c*************.com					6346	120	7200
Scalisi & Bernazzani Financial Services	1635 Irving St, San Francisco, CA 94122	41566xxxx4				4.9	39
Gateway Financial Advisors, Inc. Walnut Creek	1255 Treat Blvd Ste 300, Walnut Creek, CA 94597	92535xxxx2	apr**@g***********.com					388		420
Wells Fargo Advisors	2959 College Ave, Berkeley, CA 94705	51064xxxx0
Mary Kay Wright - Private Wealth Advisor, Ameriprise Financial Services	2233 Olympic Blvd, Walnut Creek, CA 94595	92595xxxx0	bec************@a*.com
Wells Fargo Advisors	1590 Grant Ave, Novato, CA 94945	41589xxxx9
Merrill Lynch Financial Advisor Stephen R Osborn	555 California St, San Francisco, CA 94104	41567xxxx1	ale********@m.com
Wells Fargo Advisors	3630 Mt Diablo Blvd, Lafayette, CA 94549	92528xxxx1
Peter de Castro - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	rbc*******@r.com					14536		16000
Bruce Meyers - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx0	joh******@c.rbcwealthmanagement
Thomas Fezler - Private Wealth Advisor, Ameriprise Financial Services	1333 N California Blvd Ste 630, Walnut Creek, CA 94596	92529xxxx0	cyn***********@a*.com					2		2
Edward Jones - Financial Advisor: Chris Menzl	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com					87384		100000
Wells Fargo Advisors	5798 Stoneridge Mall Rd, Pleasanton, CA 94588	92546xxxx3
Farooq Imam - Financial Advisor, Ameriprise Financial Services, LLC	3 Embarcadero Ctr, Ste 1350, San Francisco, CA 94111	41547xxxx8	dns***@a*.com
Kurt King - Financial Advisor, Ameriprise Financial Services	100 Pringle Ave Ste 420, Walnut Creek, CA 94596	92547xxxx5	aud***********@a*.com					144		148
Emmanuel Huereca - Financial Advisor, Ameriprise Financial Services	1900 Ofarrell St Ste 180, San Mateo, CA 94403	65059xxxx0	dns***@a*.com
Timothy Sabol - Private Wealth Advisor, Ameriprise Financial Services	200 Pringle Ave Ste 550, Walnut Creek, CA 94596	21578xxxx2	ani*******@a*.com
Signal Hill Capital Group	343 Sansome St Ste 425 San Francisco, CA 94104	41536xxxx1	aha@s*******.com
Wells Fargo Advisors	601 Market St, San Francisco, CA 94105	41539xxxx2			274
Thomas Van Dyck - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx4	wms********@r.com							16000
Golden Gate Advisors Inc.	1990 N California Blvd, Walnut Creek, CA 94596	92593xxxx2	dou**@g***************.com
Wells Fargo Advisors	9800 San Pablo Ave, El Cerrito, CA 94530	51052xxxx0
Applied Advisor Network	2358 Market St, San Francisco, CA 94114	41525xxxx2
Bowman/Hanson	1592 Union St Ste 325 San Francisco, CA 94123	41529xxxx7	ber**@b*********.com
Edward Jones - Financial Advisor: Becket D Colombo, AAMS™	1569 Sloat Blvd Ste 312, San Francisco, CA 94132	41550xxxx8	a.j*******@e********.com							3
Aquitaine Wealth Management - UBS Financial Services Inc.	555 California Street 32nd/ 34th /46th Floor, San Francisco, CA 94104	41595xxxx2	ade*******@u.com
Phillip Campit - TIAA Wealth Management Advisor	535 Cowper St Ste 200, Palo Alto, CA 94301	86684xxxx6	acc****************@t*.org					90921	538	91000
Roman Quisol - Financial Advisor, Ameriprise Financial Services	433 Airport Blvd Ste 328, Burlingame, CA 94010	65028xxxx8	aud*************@a*.com
Barbara Madden - Financial Advisor, Ameriprise Financial Services	164 Main St Ste 206, Los Altos, CA 94022	65094xxxx0	bar***********@a*.com					39		40
UBS International Division, San Francisco, CA - UBS Financial Services Inc.	555 California St 46th Floor, San Francisco, CA 94104	41539xxxx0	ade*******@u.com
Merrill Lynch Financial Advisor Steven A Rocha	555 California St, San Francisco, CA 94104	41567xxxx0	ale********@m.com
U.S. Bancorp Investments - Financial Advisors: Luis Mercado	350 California St, San Francisco, CA 94104	41579xxxx4	aar**********@u***.com
Edward Jones - Financial Advisor: Gregory A Peebles	3130 Crow Canyon Pl Ste 230, San Ramon, CA 94583	92586xxxx6
Peninsula Wealth LLC	350 Townsend St # 411, San Francisco, CA 94107	41567xxxx0	a@p**************.com					356	8
Pacific Excel Wealth Advisors	925 Ygnacio Valley Rd Ste 200, Walnut Creek, CA 94596	92546xxxx5
Edward Jones - Financial Advisor: Tiger Vu	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com	5	3			87384		100000
Cathrine Robbins - Financial Advisor, Ameriprise Financial Services, LLC	150 Post St Ste 530, San Francisco, CA 94108	41562xxxx3	dns***@a*.com
Danian Peo - Financial Advisor, Ameriprise Financial Services	4314 Redwood Hwy Ste 400, San Rafael, CA 94903	41549xxxx2	dan*******@a*.com
Darien Tung - Private Wealth Advisor, Ameriprise Financial Services	255 Shoreline Dr Ste 400, Redwood City, CA 94065	65022xxxx3	dar********@a*.com							100
Rob Engeldinger-Private Client Advisor	1333 N California Blvd, Walnut Creek, CA 94596	92532xxxx9	aab**@b**********.com					40893	181	41000
William Row Jr - Financial Advisor, Ameriprise Financial Services	1 Sansome St Ste 3500, San Francisco, CA 94104	41539xxxx9	dns***@a*.com					71		74
Beyer & Kelley LLC	44 Montgomery St San Francisco, CA 94104	41529xxxx0	ali*@b********.com		25	3	5
Adam Koren Financial Coaching	Oakland, CA 94609	54177xxxx2	joh*****@a******.com			5	29
Mt Eden Investment Advisors	425 California St Ste 2450, San Francisco, CA 94104	41528xxxx0	bha***@m*********.com
Margarita Perry - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx0	wms********@r.com					13904		15000
Peninsula Wealth, LLC	350 Townsend St Ste 411 San Francisco, CA 94107	41567xxxx0	a@p**************.com
KKR Financial Advisors LLC	4 Embarcadero Ctr, San Francisco, CA 94111	41531xxxx0
Wells Fargo Advisors	1550 Tiburon Blvd, Belvedere, CA 94920	41543xxxx5	a-w*************@w***************.com							190000
Jeff Stoffer - Terra Blue Wealth Management	3030 Bridgeway, San Francisco, CA 94965	41572xxxx7	hel@t********.com			5	5
David Tucker - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx2	rbc*******@r.com
BNY Wealth San Francisco CA	555 Mission St, San Francisco, CA 94105	41596xxxx5	jes**********@b******.com	5	1
GSF Advisors	100 Pringle Ave, Walnut Creek, CA 94596	92593xxxx2	asp*@g********.com
Strategic Advisors Inc.	15200 Hesperian Blvd Ste 202, San Leandro, CA 94578	92540xxxx3
Wells Fargo Advisors	145 W Portal Ave, San Francisco, CA 94127	41539xxxx6
Archvest Wealth Advisors	2820 Shadelands Dr Ste 130, Walnut Creek, CA 94598	92521xxxx0	bri@a*******.com					425		426
Thomas P. Collins - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx2	wms********@r.com					13904		15000
Douglas Gapper - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx8	dou*********@r.com					14743		16000
Retirement Wealth & Tax Advisors	3478 Buskirk Ave Ste 270, Pleasant Hill, CA 94523	92593xxxx0	bri@w*********.com
Wells Fargo Advisors	725 Irving St, San Francisco, CA 94122	41539xxxx4
Michael Cox - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx1
Allan Moskowitz Affirmative Wealth Advisor	6317 Fairmount Ave, El Cerrito, CA 94530	51052xxxx0
Brian Wells - RBC Wealth Management Financial Advisor	300B Drakes Landing Rd Ste 155, Greenbrae, CA 94904	41544xxxx1	rbc*******@r.com
Financial Advisors U.S. Bancorp Investments	3550 Geary Blvd, San Francisco, CA 94118	41583xxxx3	aar**********@u***.com					345296	5599	347000
Fazal Wafadar - Chase Home Lending Advisor - NMLS ID 448319	2819 Ygnacio Valley Rd, Walnut Creek, CA 94598	92527xxxx3	faz**********@c**.com
Merrill Lynch Financial Advisor Catherine Cheung	555 California St, San Francisco, CA 94104	41567xxxx4	aan*******@m.com
Edward Jones - Financial Advisor: Sirinee Tippakorn, CFP®\|ChFC®\|AAMS™	1 Twin Pines Ln Ste 104, Belmont, CA 94002	65080xxxx4	a.j*******@e********.com					87384		100000
Edward Jones - Financial Advisor: Travis Benjamin	345 W Portal Ave, San Francisco, CA 94127	41566xxxx1	a.j*******@e********.com					88027		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
Hamano & Associates	1674 Post St Ste 2 San Francisco, CA 94115	41534xxxx3	tim@h*****.com			3	2
Edward Jones - Financial Advisor: Doug Moss	490 Grand Ave Ste 100, Oakland, CA 94610	51066xxxx6	a.j*******@e********.com					87631		100000
Wells Fargo Advisors	286 King St, San Francisco, CA 94107	41522xxxx0
NewRetirement	100 Pine St Ste 100 San Francisco, CA 94111	41573xxxx5	17a***********************************@w***************.com					13646		13000
Mercer Advisors Wealth Management	100 Pringle Ave, Walnut Creek, CA 94596	87749xxxx3	aar******@m***********.com	3	2			2860	28	2900
Jeffrey Rodvien - RBC Wealth Management Financial Advisor	1331 N California Blvd Ste 650, Walnut Creek, CA 94596	92594xxxx5	wms********@r.com					14640		16000
Asset Management Advisors Inc	303 Twin Dolphin Dr, Redwood City, CA 94065	65063xxxx0
Lincoln Financial Advisors - Christopher McClure	3000 Executive Pkwy Ste 400, San Ramon, CA 94583	92565xxxx3	chr********@l.com	3	2					119
Minkoff & Associates - Ameriprise Financial Services	432 Clay St San Francisco, CA 94111	41539xxxx0	dns***@a*.com			5	6
Mark Nickel - RBC Wealth Management Financial Advisor	345 California St, San Francisco, CA 94104	41544xxxx3
Edward Jones - Financial Advisor: May T Tran	1504 Encinal Ave Ste B, Alameda, CA 94501	51052xxxx0	a.j*******@e********.com					87384		100000
Mutual of Omaha® Advisors - Concord	1390 Willow Pass Rd Ste 1040, Concord, CA 94520	92579xxxx5	abc*****@m**********.com
ALPHA PRIVATE WEALTH ADVISORS	50 California St #1500, San Francisco, CA 94611	41570xxxx0
My-Le Dea - Chase Home Lending Advisor - NMLS ID 668580	1430 Chapin Ave, Burlingame, CA 94010	65068xxxx7	abc*****@c**.com
Edward Jones - Financial Advisor: Meg Finones	111 Anza Blvd Ste 115, Burlingame, CA 94010	65034xxxx1	a.j*******@e********.com							10
Edward Jones - Financial Advisor: Sven Geffken, CFP®	1005 Terra Nova Blvd Ste 2A, Pacifica, CA 94044	65035xxxx5	a.j*******@e********.com							63
Prime Wealth Management	2936 Domingo Ave Ste 1 Berkeley, CA 94705	51038xxxx9	rpr*@p********.com			5	3	1101		1100
Edward Jones - Financial Advisor: Guy Ben Ari	1050 Marina Village Pkwy Ste 100 Alameda, CA 94501	51052xxxx9	acc********@e********.com			4.8	16
Wells Fargo Advisors	1160 Grant Ave, San Francisco, CA 94133	41539xxxx4
Wells Fargo Advisors	600 Las Gallinas Ave, San Rafael, CA 94903	41549xxxx7
Wells Fargo Advisors	1500 Woodside Rd, Redwood City, CA 94061	65036xxxx2
Jackson Square Financial	48 Gold St, San Francisco, CA 94133	41521xxxx0	ama**@j**.com	5	1			48	38	47
Gibson Jeanne	760 Market St San Francisco, CA 94102	41539xxxx9
Wells Fargo Advisors	400 Hamilton Ave, Palo Alto, CA 94301	65033xxxx5
Wells Fargo Advisors	150 California St, San Francisco, CA 94111	41591xxxx9	ami************@w***************.com					187795		188000
Mercer Advisors	100 Pringle Ave Ste 320 Walnut Creek, CA 94596	65057xxxx8	aar******@m***********.com	2.3	3	4.4	77	2847	28	2900
The San Francisco Wealth Management Group - Morgan Stanley	555 California St Floor 14 and 35, San Francisco, CA 94104	41598xxxx0		5	1
Edward Jones - Financial Advisor: Jim Knipple, AAMS™\|CRPC™	702 Marshall St Ste 515, Redwood City, CA 94063	65048xxxx2	a.j*******@e********.com					86346
Echo45 Advisors	1801 N California Blvd Ste 101, Walnut Creek, CA 94596	92559xxxx9	inf@e************.com	5	5
Wells Fargo Advisors	100 Main St, Los Altos, CA 94022	65094xxxx0
Charito Mcdougald - Chase Home Lending Advisor - NMLS ID 694751	5 Southgate Ave, Daly City, CA 94015	65027xxxx0	abc*****@c**.com
First Capital Group Inc.	1700 Montgomery St Ste 108 San Francisco, CA 94111	41544xxxx6	all@f********.com
High Technology CPAS	201 Spear St Ste 1100 San Francisco, CA 94105	41563xxxx3	jc@h***********.com
Michael Schwartz - Chase Home Lending Advisor - NMLS ID 1165483	2100 El Camino Real, Palo Alto, CA 94306	65023xxxx1	abc*****@c**.com
Strategy Squad	Oakland, CA 94612	88865xxxx3	dia*********@s**********.com			5	1			143
Hightower Advisors	320 Family Farm Rd, Woodside, CA 94062	65052xxxx6	aba**@h**************.com
Sas Financial Advisors	50 California St Ste 1500 San Francisco, CA 94111	65053xxxx2	ala@s********.com
WP Advisors, LLC	201 Mission St Ste 1930, San Francisco, CA 94105	41577xxxx0	eri@w***********.com
Berwick Enterprises	167 Anzavista Ave San Francisco, CA 94115	41567xxxx1
Wells Fargo Advisors	1374 Fitzgerald Dr, Pinole, CA 94564	51022xxxx1
U.S. Bancorp Investments - Financial Advisors: San Francisco	2656 Ocean Ave, San Francisco, CA 94132	41556xxxx9	aar**********@u***.com
Charles Schwab	106 W Portal Ave, San Francisco, CA 94127	41524xxxx2	jan***@s***.com	4.2	14	2.1	14
Doug Burrows	111 Pine St First Republic Bank San Francisco, CA 94111	41526xxxx4				5	5
Edward Jones - Financial Advisor: Matthew M Tekeste	1050 Marina Village Pkwy Ste 100, Alameda, CA 94501	51052xxxx9	a.j*******@e********.com					87384		100000
Monroe Wealth Management	1160 Battery St suite 100, San Francisco, CA 94111	51099xxxx3	jan**@m*****.com	5	31
Edward Jones - Financial Advisor: Joseph D Hubbard III	6601 Dublin Blvd Ste P, Dublin, CA 94568	92580xxxx0