Business List: Financial Planner in San Diego County, CA, USA

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

Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB	FB Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews	Bing	Bing Reviews
Credit Solutions Corp	5454 Ruffin Rd, San Diego, CA 92123	85826xxxx1	beu**@c****************.com
Sagawa Timothy	2125 Poinsettia Dr, San Diego, CA 92107	61975xxxx2
Workable Wealth	302 Washington St # 150-1526, San Diego, CA 92103	61979xxxx7
Dwayne DW Kitchen - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85853xxxx1	bri*************@a*.com
Epic Trust Investment Advisors - San Diego	8880 Rio San Diego Dr # 800, San Diego, CA 92108	61994xxxx8	acc*****@e******.com	5.02
Edward Jones - Financial Advisor: David S Peterson	12750 Carmel Country Rd Ste 208 San Diego, CA 92130	85852xxxx0	a.j*******@e********.com			5	6			203		204
Lucia Capital Group	16789 Bernardo Center Dr, San Diego, CA 92128	80064xxxx0	afr****@l*****.com	5	1					622	21	690
Woodson Wealth Management	San Diego, CA 92130	85892xxxx0	adm@w******.com			3	2			188	57
Pacific Tax & Financial Group	955 Boardwalk Ste 203 San Marcos, CA 92078	76047xxxx0	dav@p*******.com	4.9	97	4.7	74
Wall Street Financial Group -- Amy Bennage McNally	12707 High Bluff Dr Ste 200, San Diego, CA 92130	85879xxxx6
Callahan Capital Management And Insurance Services	8910 University Center Ln, San Diego, CA 92122	85862xxxx0	col**@c****************.com							1099
Silver IRA		85557xxxx6
San Diego Financial Planners	12625 High Bluff Dr, San Diego, CA 92130	85848xxxx0
Buley James	10616 Scripps Summit Ct, San Diego, CA 92131	85879xxxx7	aar@a************.com							901666
San Diego, CA Private Wealth Management - UBS Financial Services Inc.	12220 El Camino Real Suite 400, San Diego, CA 92130	80052xxxx7	ber*****@u.com
Merrithew & Thorsten, Inc	9820 Willow Creek Rd, San Diego, CA 92131	85854xxxx5	les@f***************.com
Centura Wealth Advisory	12255 El Camino Real #125, San Diego, CA 92130	85877xxxx0	aan****@c**********.com									53
Equititrend Advisors	11995 El Camino Real, San Diego, CA 92130	85843xxxx0
20/20 Financial Advisers	2041 San Elijo Ave, Cardiff, CA 92007	76047xxxx2	ast*****@2***.com	5	1
My Financial GoalKeeper	4747 Viewridge Ave Ste 200, San Diego, CA 92123	85829xxxx5
Fidelity Investments	11943 El Camino Real San Diego, CA 92130	85872xxxx4	a61**@f*****.com			2.7	21			318865
College Planning Source	16980 Via Tazon Ste 110, San Diego, CA 92127	85867xxxx0	cas****@c******************.com	4.8	17					386	6
Golden Compass Wealth Advisers	16885 Via Del Campo Ct Ste 105, San Diego, CA 92127	85848xxxx0
Stephanie Karpow - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx8	dns***@a*.com	5	1
North Financial Advisors LLC	4648 Park Blvd, San Diego, CA 92116	92926xxxx7	cad@n********************.com	5.08
Wolters Hagar & Pratt	6390 Greenwich Dr #230, San Diego, CA 92122	85855xxxx0
Fox College Funding	600 W Broadway Ste 950 San Diego, CA 92101	85858xxxx1				5	1
Financial Bridges	12975 Brookprinter Pl Ste 140 Poway, CA 92064	85848xxxx0	car@f*************.com			5	2
The Warisan Group at Synergy One Lending	3131 Camino Del Rio N Ste 190 San Diego, CA 92108	61979xxxx0
Stella Shvil Private Fiduciary	3830 Valley Centre Dr #705-762, San Diego, CA 92130	85879xxxx4	ste*@s***********.com
Buley Wealth Management Group	10636 Scripps Summit Ct Ste 140, San Diego, CA 92131	85865xxxx0	jam******@l.com
U.s. Bank Atm - Sea World Kiosk	500 Sea World Dr, San Diego, CA 92109	80087xxxx7	aar**********@u***.com	3.7	3					345247	5474	348000
Stolper and Company	550 W C St Ste 960, San Diego, CA 92101	61923xxxx2	bma**@s******.com
Ross Allford - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx1	wms********@r.com	4.01						10947		12226
Jan Pretorius - Financial Advisor, Ameriprise Financial Services, LLC	4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117	85849xxxx8	dns***@a*.com
Debra K Haverly, CPA	411 Camino Del Rio S Ste 105 San Diego, CA 92108	61956xxxx4	deb*********@i************.com			4.3	23
Merrill Lynch Financial Advisor Michael D Fendley	701 B St 24th Floor, San Diego, CA 92101	61969xxxx1	ale********@m.com	4.73
Alliance Mortgage Lending	635 Camino De Los Mares Ste 203 San Clemente, CA 92673	94944xxxx8	inf@a************.com	5	76	5	6
Market Pulse Wealth Management	12555 High Bluff Dr Ste 210 San Diego, CA 92130	61955xxxx9				5	6
U.S. Bancorp Investments - Financial Advisors: Escondido	125 N Broadway, Escondido, CA 92025	76023xxxx4	aar**********@u***.com							345227	5468	348000
The Capital Group	2221 Camino Del Rio S Ste 303, San Diego, CA 92108	61929xxxx3	inf@c*****************.com
Ameriprise Financial	13520 Evening Creek Dr N Ste 110, San Diego, CA 92128	85879xxxx8	ame****************@a*.com
College Planning Source	10875 Rancho Bernardo Rd Suite 115, San Diego, CA 92127	85867xxxx0	cas****@c******************.com	4.8	17					386	6
Merrill Lynch Financial Advisor Ryan L Wetsel	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx4	ale********@m.com
Ameriprise Financial	3975 Via Holgura, San Diego, CA 92130	85879xxxx3	dns***@a*.com
Andrew Hathaway - Financial Advisor, Ameriprise Financial Services, LLC	12555 High Bluff Dr Ste 380, San Diego, CA 92130	85895xxxx0	dns***@a*.com
Goodrich Financial Group	16835 W Bernardo Dr Ste 105, San Diego, CA 92127	85848xxxx0	deb**@g*******.com
San Juan Financial	31726 Rancho Viejo Rd Ste 215 San Juan Capistrano, CA 92675	94949xxxx8	bi@s*************.com			4.6	9
Robert Shabkie, CFP JD LLM	7777 Alvarado Rd Ste 263 La Mesa, CA 91942	85856xxxx6
Edward Jones - Financial Advisor: Diane Huckabee	12760 High Bluff Dr Ste 320, San Diego, CA 92130	85828xxxx6	and*****@c***********.ca
Luskin, Jon	750 B St, San Diego, CA 92101	61957xxxx2	inf@d*************.com
Merrill Lynch Financial Advisor Dunyong Wen	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx3	ale********@m.com
Spectrum Property Management	8799 Balboa Ave, San Diego, CA 92123	85856xxxx9	btw****@s********.com
Modern Money Management	San Diego, CA 92115	85822xxxx5	nni****@y**.com			5	2
Financial Partners Credit Union	8889 Rio San Diego Dr, San Diego, CA 92108	80095xxxx8	ada**@f*.org	3	23					4596	458	4600
Sustainable Financial Planning	6265 Greenwich Dr STE 100, San Diego, CA 92122	85890xxxx0	joh****@s***************.com
Merrill Lynch Financial Advisor Ken Morris	12830 El Camino Real Suite 300, San Diego, CA 92130	85867xxxx6	ale********@m.com
Samuels Brian E	10636 Scripps Summit Ct Ste 116, San Diego, CA 92131	85854xxxx1
Teacher's Financial Services	2870 4th Ave Apt 202, San Diego, CA 92103	61929xxxx2	arn*@t*******.com
Invicta Financial Group	11440 W Bernardo Ct Ste 102, San Diego, CA 92127	85876xxxx8	abe@i********.com
San Diego County Credit Union	7708 Regents Road, San Diego, CA 92122	87773xxxx8	aab******@s**.com	3.6	17	2.6	66	3.7	240	76468	171
Wells Fargo Advisors	11512 El Camino Real, San Diego, CA 92130	85879xxxx9	a-w*************@w***************.com
Banyan Tree Funding	2180 Garnet Ave, San Diego, CA 92109	85836xxxx5
Advanced Financial Solutions	122 Civic Center Dr Ste 103 Vista, CA 92084	76063xxxx0	ali*******@a*************************.com
Cavalry Financial Agency	9444 Waples St Suite 321, San Diego, CA 92121	61928xxxx4		5	4
Covey & Covey-Grant Bettingen Inc	4370 La Jolla Village Dr, San Diego, CA 92122	85865xxxx0	a.-***********@f**********.com							63903	893
Shusterman Financial Services	11545 W Bernardo Ct Ste 202, San Diego, CA 92127	85867xxxx0	bry*@s*************.com
The Peart-Foster-Hill Financial Advisory Group, Wells Fargo Advisors	13520 Evening Creek Dr N Suite 500, San Diego, CA 92128	80065xxxx7	hos*****@w*******.com	5	1
Edward Jones - Financial Advisor	6265 Greenwich Dr Suite 115, San Diego, CA 92122	85865xxxx2	a.j*******@e********.com							83507
JP Turner & Company	3936 Hortensia St, San Diego, CA 92110	61922xxxx2
Charles Schwab	2635 Camino Del Rio S Ste 300, San Diego, CA 92108	61929xxxx0	ada****@a**********.com
Satori Wealth Management, Inc.	4660 La Jolla Village Dr ste 100, San Diego, CA 92122	61930xxxx3	dan@s*********.com	5	8			5	12	106		115
Daniel Shahmoradian - Financial Planner	600 W Broadway Ste 600, San Diego, CA 92101	61923xxxx2	a.-*********@n***************.com	5	12					96					5	4
Bair Financial Planning	7676 Hazard Center Dr #1050, San Diego, CA 92108	61954xxxx0	afo**@w*****.com							662	125
San Diego Tax & Financial Associates	5411 Avenida Encinas Ste 180 Carlsbad, CA 92008	76061xxxx9		4.9	184	4.9	125
Edward Jones - Financial Advisor: Ashley A Leightner	6265 Greenwich Dr Ste 115, San Diego, CA 92122	85838xxxx9	and*****@c***********.ca
Merrill Lynch Financial Advisor John (Jack) Peluso	12830 El Camino Real, San Diego, CA 92130	85867xxxx0	ale********@m.com
Morgan Stanley Wealth Management	101 W Broadway Ste 200, San Diego, CA 92101	61923xxxx1
Greg Gorder - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx6	bri*************@a*.com
Centara Capital Group	4747 Executive Dr Ste 450 San Diego, CA 92121	61939xxxx0	bdu**@c***********.com			1	1
Action Investment Management Inc	3033 5th Ave Ste 235, San Diego, CA 92103	61970xxxx0
Your Favorite Lender	6333 Greenwich Dr Ste 205 San Diego, CA 92122	61999xxxx0	sha@y***************.com
Private Asset Management Inc.	5348 Carroll Canyon Rd, San Diego, CA 92121	85875xxxx0	a.-@p****.com
Edward Jones - Financial Advisor: David S Peterson, AAMS™	12750 Carmel Country Rd Ste 208, San Diego, CA 92130	85852xxxx0	a.j*******@e********.com	4.9	29					204
ATS Wealth Management	5435 Oberlin Dr #200, San Diego, CA 92121	85864xxxx7	inf@a**********.com	5	6					201		209
Nexus	875 G St, San Diego, CA 92101	61923xxxx6		3.7	3
Jon M. Luskin, MBA, CFP®	San Diego, CA 92105	61939xxxx4	com*****@j******.com
NA Wealth & Legacy	4101 Birch St Ste 130 Newport Beach, CA 92660	95126xxxx6	nay*@n************.com			5	6
TruFinancial		61995xxxx5	aso********@t*********.org	5	86					378	24
Zachary MacDougall Financial Advisor	4445 Eastgate Mall Ste 200, San Diego, CA 92121	85881xxxx6
KV Consulting	41667 Ivy St Ste D Murrieta, CA 92562	95129xxxx9	hel@c**************.com	4.7	12	4.8	25
Edward Jones - Financial Advisor: Jamie A Meronoff	4010 Morena Blvd Ste 200, San Diego, CA 92117	85828xxxx0	and*****@c***********.ca
Fundamental Wealth Management - Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85876xxxx1	dns***@a*.com	5.02
Watermark Wealth Strategies	16935 W Bernardo Dr, San Diego, CA 92127	85879xxxx2	aar@w************.com							1		1
Premier Wealth Advisors, LLC	12531 High Bluff Dr #110, San Diego, CA 92130	85866xxxx6	ant**@m************.com							493	34	504
Merrill Lynch Wealth Management	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx0	bro********@m.com
Berry Leblanc Inc	13400 Sabre Springs Pkwy Ste 175, San Diego, CA 92128	85863xxxx3
Ellis Financial Group, Inc.	11440 W Bernardo Ct STE 300, San Diego, CA 92127	61989xxxx8		5	1
Financial	4639 Huron Ave, San Diego, CA 92117	61927xxxx4
Wealth Analytics	12730 High Bluff Dr Ste 260, San Diego, CA 92130	85879xxxx0	bel@w************.com
AAA San Diego Insurance and Member Services	2440 Hotel Circle N, San Diego, CA 92108	61923xxxx0	con**@a.com	4.5	606	3.1	252
Merrill Lynch Wealth Management	701 B St 24th Fl, San Diego, CA 92101	61969xxxx0	ale********@m.com	4.7	3
Raymond James	8910 University Center Ln Ste 600, San Diego, CA 92122	85832xxxx1	aar**********@r*********.com		2					17330
Morgan Stanley	4350 La Jolla Village Dr Ste 1000, San Diego, CA 92122	85859xxxx7	int********@m**********.com
Pure Financial Advisors, Inc.	3131 Camino Del Rio N Ste N, San Diego, CA 92108	61981xxxx0	abb******@p**********.com	5	6					1667		1700
WorthPointe	888 Prospect Ave Ste 200 La Jolla, CA 92037	80062xxxx2	inf@w**.com									950
Copley Financial Group	2650 Camino Del Rio N Ste 350 San Diego, CA 92108	61929xxxx8	fin***********************@d*.jewellaprivacy			4.4	7					179
Manning Wealth Management, Inc	401 B St Ste 2300, San Diego, CA 92101	61923xxxx7	ann@m*******.com
NoCobra.com Dental And Health Insurance Services	27 Lazurite Ste 100 Rancho Santa Margarita, CA 92688	94971xxxx2	fee***@n****.com			5	1
Sigdestad Financial	9845 Erma Rd, San Diego, CA 92131	85869xxxx0	ale*@r*********.com
Edward Jones - Financial Advisor: Alex M Zubak	10330 Friars Rd Ste 115, San Diego, CA 92120	61962xxxx4	and*****@c***********.ca
U.S. Bancorp Investments - Financial Advisors: San Diego	4195 Genesee Ave, San Diego, CA 92111	85842xxxx7	aar**********@u***.com							344563	4277
U.S. Bancorp Investments - Financial Advisors: El Cajon	490 Fletcher Pkwy, El Cajon, CA 92020	85867xxxx9	aar**********@u***.com							344563	4276
JPS Financial Service Inc.	1227 Scott St, San Diego, CA 92106	61956xxxx3	jas@j********************.com
Ameriprise Financial	4455 Morena Blvd Ste 215, San Diego, CA 92117	85849xxxx8	ame****************@a*.com							132837
AdvantEdge Accounting	2125 S El Camino Real Ste 104 Oceanside, CA 92054	76072xxxx9				1	1
Fair Isaac Corp	3661 Valley Centre Drive Suite 500, San Diego, CA 92130	85836xxxx0	a-a***@f*.com	3.8	16					4564	103
Simon Lewis - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx7	bri*************@a*.com
WealthBuilders	111 C St Encinitas, CA 92024	40864xxxx8	eri@w********.com			5	12
Financial Markets Analysis	9909 Mira Mesa Blvd, San Diego, CA 92131	85854xxxx0	inf@f******.com
Western Financial Corporation	13400 Sabre Springs Pkwy STE 170, San Diego, CA 92128	61954xxxx0	joh@w*********.com	3	2
PracticeCFO	13400 Sabre Springs Pkwy Ste 255 San Diego, CA 92128	80067xxxx2	aar@p********.com			5	23	5	6	219	4	247
Reason Financial	4747 Morena Blvd #102, San Diego, CA 92117	85848xxxx0	aly*@y*******.com	5	6					45	7	51
Wealth Advisors Inc	16909 Via De Santa Fe #202, Rancho Santa Fe, CA 92067	85848xxxx8	ajo*@w**************.com
Cetera Advisor Networks	814 Morena Blvd Ste 108, San Diego, CA 92110	61929xxxx7	adm@a******.com
Skane Tax Solutions	1620 5th Ave Ste 900 San Diego, CA 92101	61927xxxx6	a@s****************.com			3.8	68
Papyrus Tax Service	3832 Cameo Ln, San Diego, CA 92111	61956xxxx9
San Diego Financial Advisor - Platt Wealth Management	3838 Camino Del Rio N Unit 365, San Diego, CA 92108	61925xxxx4	inf@p*****.com	5	2					114		126
Wallace Ken Kennedy JD - Certified Reverse Mortgage Professional	San Diego, CA 92029	76031xxxx9
Financial Life Concepts	16935 W Bernardo Dr UNIT 228, San Diego, CA 92127	85848xxxx9	chr*@f******************.com	2.3	3
Financial Bridges	10650 Treena St Ste 101, San Diego, CA 92131	85854xxxx0
CFG Wealth Management	4370 La Jolla Village Dr Suite 630, San Diego, CA 92122	85855xxxx0	ale********@c***.com	4.6	21
Lopez Cheryl	13520 Evening Creek Dr N, San Diego, CA 92128	85876xxxx1	ant*****@a*.com							132821
Winthrop Taylor Financial	241 Avenida Del Mar San Clemente, CA 92672	94936xxxx5	mar@w************.com
DAS Wealth Management Group	12651 High Bluff Dr #250, San Diego, CA 92130	31037xxxx2	aar********@r*********.com							17479		18000
U.S. Bancorp Investments - Financial Advisors: San Diego	1455 Frazee Rd Ste 104, San Diego, CA 92108	61927xxxx0	aar**********@u***.com							344562	4277
Edward Jones - Financial Advisor: Nancy C Brokaw	11770 Bernardo Plaza Ct Ste 366, San Diego, CA 92128	85828xxxx1	and*****@c***********.ca
Wells Fargo Advisors	4365 Executive Dr Ste 1820, San Diego, CA 92121	85862xxxx9	aar********@w*******.com							157076
Grigg Financial Group	3111 Camino Del Rio N Ste 430 San Diego, CA 92108	85835xxxx3	adm@g****************.com			4.8	40
Bridy L Condon Oreshack, Special Care Planner	4275 Executive Square Ste 400 San Diego, CA 92037	85820xxxx4
San Diego Wealth	6390 Greenwich Dr Ste 230 San Diego, CA 92122	85827xxxx5	ari@s***********.com			5	7
Watermark Wealth Strategies - San Diego	16935 W Bernardo Dr #135, San Diego, CA 92127	85879xxxx2
Edward Jones - Financial Advisor: Khoa D Hoang	6050 Santo Rd Ste 140, San Diego, CA 92124	85888xxxx2	and*****@c***********.ca
Pars Financial Corp	8736 Production Ave Ste B, San Diego, CA 92121	85854xxxx0	bpa***@p**********.com	4.9	16					104
20-20 Financial Advisors	1660 Hotel Cir N # 705, San Diego, CA 92108	61977xxxx3	ast*****@2***.com
Bernardo Vasquez - State Farm Insurance Agent	460 3rd Ave Ste A Chula Vista, CA 91910	61942xxxx0	ber***@b************.com			4.6	10
Harrison & Associates - Ameriprise Financial Services	12555 High Bluff Dr Ste 380 San Diego, CA 92130	85834xxxx0	dea********@a*.com	5	15	4.7	12
Practice Enhancement Group Inc	4065 3rd Ave Ste 200, San Diego, CA 92103	61978xxxx0	ang***@p****.com
Edward Jones - Financial Advisor: Ken Attorri	9815 Carroll Canyon Rd Ste 106, San Diego, CA 92131	85825xxxx5	and*****@c***********.ca
Beacon Retirement Planning Group	2100 Palomar Airport Rd Ste 214-8 Carlsbad, CA 92011	85534xxxx3	dmc***@b*****.com		2	3	2
Satori Wealth Management	4660 La Jolla Village Dr Ste 100 San Diego, CA 92122	61930xxxx3	dan@s*********.com	5	8			5	9			117
Financial Designs Ltd	5075 Shoreham Pl Suite 200, San Diego, CA 92122	85859xxxx0	inf@f**************.com	5	1
Farmers Insurance - Jonathan Meier	43015 Blackdeer Lp Ste 205 Temecula, CA 92590	85834xxxx2	ahe***@f*********.com	5	5	4.8	18
David L Moran	La Mesa, CA 91942					5	6
Barsnica Daniel	8910 University Center Ln Ste 200, San Diego, CA 92122	85879xxxx0
Edward Jones - Financial Advisor: Lili Rurup	814 Morena Blvd Ste 301, San Diego, CA 92110	61949xxxx9	a.j*******@e********.com
Wealth Alliance, LLC	12526 High Bluff Dr UNIT 300, San Diego, CA 92130	85879xxxx3	boi**@w*******.com	5	1
Prescott Tax & Wealth Management	30950 Rancho Viejo Rd Ste 100 San Juan Capistrano, CA 92675	94924xxxx5	ari**@p********.com			4.8	18
Wonder Wealth	San Diego, CA 92109	61953xxxx0	jon***@w***********.com
Ashley Walters - Financial Advisor, Ameriprise Financial Services, LLC	5405 Morehouse Dr #140, San Diego, CA 92121	85845xxxx0	ash***********@a*.com
Edward Jones - Financial Advisor: Jake Sutton, CFP®\|AAMS™	2550 5th Ave, Ste 65, San Diego, CA 92103	61923xxxx9	a.j*******@e********.com							84738						1
Buchholz Financial Planning	2051, 11622 El Camino Real #100, San Diego, CA 92130	61941xxxx1	ly@b**********************.com
Wealth Legacy Group, Inc.	4540 Kearny Villa Rd Ste 202, San Diego, CA 92123	85827xxxx0	car*@w**************.com	5	15					38	7	39
REI And Associates		85865xxxx7
Next Gen Financial Planning	2020 Camino Del Rio N Suite 215, San Diego, CA 92108	61936xxxx7	ahm@n*********************.com	5	8
Concert Wealth Management	12520 High Bluff Dr Ste 312, San Diego, CA 92130	85879xxxx4
Edelman Financial Engines	3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130	83375xxxx3	aar@e********************.com	1	1					18789	20	20000
Yeager Eric	3655 Nobel Dr Ste 510, San Diego, CA 92122	85855xxxx1
Citywide Financial	417 Hickoryhill Dr, Encinitas, CA 92024	85844xxxx6	dee@c******************.com		15	4.9	66
LPL Financial	4707 Executive Dr San Diego, CA 92121	80087xxxx0	aar*******@l.com	3.5	13	1.7	12			19977	202
The Maglio Group HomeStreet Bank	4370 La Jolla Village Dr Ste 400 San Diego, CA 92122	85822xxxx3	aar**@h*******.com			4.4	7	3.9	583	19918	93
Raymond James Financial Services	16399 W Bernardo Dr, San Diego, CA 92127	85838xxxx2	a.-**********@r*********.com	5	1					17156
Carl Friedemann - Private Wealth Advisor, Ameriprise Financial Services, LLC	12700 Stowe Dr Ste 240, Poway, CA 92064	85848xxxx0	car************@a*.com	5	1					90
Windfall Advisors	100 Wilshire Blvd Santa Monica, CA 90401	31040xxxx4	inf@w**************.com			5	11
Edward Mirsky - UBS Financial Services Inc.	600 W Broadway Ste 2800, San Diego, CA 92101	61955xxxx7	alb**********@u.com
Creditlink Corp	1450 Frazee Rd Ste 408, San Diego, CA 92108	61928xxxx8	bra@c********.com
Driven Wealth Management	San Diego, CA 92107	61963xxxx0	dri*******@p*******.is			5	1
Telesis Financial	1011 Camino Del Rio S Ste 320, San Diego, CA 92108	61926xxxx0	ali*@t*************.com	3	2
Bair Financial Group	3131 Camino Del Rio N Ste 1200, San Diego, CA 92108	61949xxxx9
Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLC	4510 Executive Dr Ste P9, San Diego, CA 92121	85876xxxx1	dns***@a*.com	5	1
San Diego County Credit Union Operations Center	6545 Sequence Dr San Diego, CA 92121	87773xxxx8	aab******@s**.com	1.7	40	2.3	6
Compass Financial	San Diego, CA 92128	76052xxxx0
Windsor York Insurance Services	3435 Camino Del Rio S, San Diego, CA 92108	61958xxxx0
Kinetic Financial	633 W 5th St Ste 1050 Los Angeles, CA 90017	80071xxxx8	ale@k**************.com	5	4	4.3	22
Wells Fargo Advisors	13400 Sabre Springs Pkwy Ste 135, San Diego, CA 92128	85848xxxx6	a-w*************@w***************.com							189236
Investment Placement Group	350 10th Ave, San Diego, CA 92101	61932xxxx0	abr**@i******.com
Fabio santos	6156 Mission Gorge Rd, San Diego, CA 92120	95134xxxx9	fab*****************@g**.com							6532	3011
Pure Financial Advisors, LLC	3131 Camino Del Rio N #1550, San Diego, CA 92108	61981xxxx0	3d@p************.com	5	6					1665		1700
Parabolic Asset Management - San Diego Financial Advisor	7565 Charmant Dr Unit 502 San Diego, CA 92126	61988xxxx0	hey*****@g**.com			5	22	5	10	99		100
Wealth Navigation Advisors	11545 W Bernardo Ct # 205, San Diego, CA 92127	85848xxxx9	joh********@1******.com	5	1
The Financial Planning & Investment Group - Ameriprise Financial Services, LLC	4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117	85849xxxx8		5	1
Todd Financial & Insurance Services	7676 Hazard Center Dr Ste 1050 San Diego, CA 92108	85886xxxx0	apr@t**********.com			4.7	6	5	5			51
Wilsey Brent	10680 Falcon Way #160, San Diego, CA 92131	85854xxxx6		1	2
Thomas J Stout - Financial Advisor, Ameriprise Financial Services, LLC	9119 Clairemont Mesa Blvd ste a, San Diego, CA 92123	85876xxxx7	dns***@a*.com
Ameriprise Financial	10636 Scripps Summit Ct, San Diego, CA 92131	85854xxxx5	ame****************@a*.com
Sensible Financial Planning San Diego	600 B St Suite 300, San Diego, CA 92101	44222xxxx5	aim**@s**************.com							98	4
Softwealth - Financial Advisor	5580 La Jolla Blvd #74, La Jolla, CA 92037	85860xxxx3	bri@s*****************.com	5	1
Security Investment Partners	2907 Shelter Island Dr Ste 105-405 San Diego, CA 92106	61978xxxx1				5	1
DACA Financial Group	4542 Ruffner St Ste 300, San Diego, CA 92111	83320xxxx0
Bluebird Accounting & Tax, Inc	701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011	76070xxxx1	jor*@b***************.com			5	21
Edward Jones - Financial Advisor: Trey Gallegos	11440 W Bernardo Ct Ste 262, San Diego, CA 92127	85852xxxx6	a.j*******@e********.com							87384		100000
Jeremy Patterson - Fairway Mortgage	7863 La Mesa Blvd Ste 202 La Mesa, CA 91942	61927xxxx0	cou***@j************.com	5	3	5	39			466	117	467
Financial Planning Consultants	1450 Frazee Rd Ste 308, San Diego, CA 92108	61929xxxx4	aud**@f*************.com							70					5	2
Capital Growth Inc. Wealth Management	8910 University Center Ln, San Diego, CA 92122	85855xxxx0	art@c**************.com	5	3					239	21
The Willis Group - UBS Financial Services Inc.	17180, Center Suite 100, San Diego, CA 92128	85852xxxx5
Chase Bank	4500 Bonita Rd Bonita, CA 91902	61947xxxx1	acc********@c**.com	3.5	15	3.4	32			876456	5239
Nerad & Deppe Financial Advisory Practice	8910 University Center Ln Ste 645, San Diego, CA 92122	85845xxxx5	aar@a************.com							903696
Hamilton & Associates	7979 Ivanhoe Ave Ste 420 La Jolla, CA 92037	85855xxxx0	joh@k********************.com			5	2
AJ Del Castillo - Financial Advisor, Ameriprise Financial Services, LLC	3655 Nobel Dr UNIT 510, San Diego, CA 92122	97894xxxx5	dns***@a*.com	5.02
Seaport Wealth Management	4025 Camino Del Rio S, San Diego, CA 92108	85845xxxx0	c18***************************@s***.wixpress							582094		46
Edward Jones - Financial Advisor: Robert P Chopping	13400 Sabre Springs Pkwy Ste 250, San Diego, CA 92128	85839xxxx7	a.j*******@e********.com
Wilsey Brent	10670 Treena St, San Diego, CA 92131	85865xxxx8	b.w***@w******************.com
Robert Brower, CFP CIMA - UBS Financial Services Inc.	600 W Broadway UNIT 2100, San Diego, CA 92101	61955xxxx7	ber*****@u.com
Tru Financial Services	1918 Columbia St Unit 2, San Diego, CA 92101	61964xxxx1	d.j@t*******************.com
Secure One Pension	10393 San Diego Mission Rd, San Diego, CA 92108	61952xxxx5
CRF Financial Services	4950 Waring Rd 8-B, San Diego, CA 92120	61928xxxx7	chu@c*********.com
Chandler Asset Management	6225 Lusk Blvd Ste B, San Diego, CA 92121	85854xxxx7	aar*****@c**********.com		3
B & K Financial	402 W Broadway Ste 400, Unit 52A San Diego, CA 92101	85880xxxx0	inf@b************.org
Annette Di Bello, CPA, CFP® - Di Bello Financial Inc.	2173 Salk Ave Ste 250 Carlsbad, CA 92008	94971xxxx0	bbo*@d****************.com			5	4
Philip Michael Harrison - Private Wealth Advisor, Ameriprise Financial Services, LLC	12555 High Bluff Dr Ste 380, San Diego, CA 92130	85895xxxx0	dns***@a*.com	5	5
Peck Financial Advisors	7676 Hazard Center Dr # 500, San Diego, CA 92108	80078xxxx4	cli*********@p***.com	5.041
Chase Bank	31972 Camino Capistrano San Juan Capistrano, CA 92675	94949xxxx2	acc********@c**.com	2.9	20	3.1	28			881419	5239
Paul Marinko - Watermark Home Loans	Seal Beach, CA 90740	71478xxxx7	alb*******@w***************.com			5	86			1		1
Edward Jones - Financial Advisor: Sean M Manatt	5375 Napa St Ste 108, San Diego, CA 92110	61943xxxx3	and*****@c***********.ca
Scalco Financial	207 East Broadway Unit 201 Long Beach, CA 90802	56243xxxx0	mar@s************.com	5	10	5	12
Rohe Levy Financial	2020 Camino Del Rio N Ste 1000, San Diego, CA 92108	61935xxxx7	gle@r*****.com							158	3
Ricap Asset Management	4653 Carmel Mountain Rd Suite 308-509, San Diego, CA 92130	85877xxxx9
Morgan Stanley Wealth Management	4365 Executive Dr Ste 800, San Diego, CA 92121	85864xxxx0	aal*****@m**********.com							112659	3033
Vector Financial Solutions	139 E 3rd Ave, Escondido, CA 92025	76074xxxx9	dav@v*******.com
First Command Financial Advisor - Nick Wallace	2650 Camino Del Rio N #210, San Diego, CA 92108	61929xxxx2	hos*****@f*********.com	5	3					182
Star Financial Group	16787 Bernardo Center Dr # 12, San Diego, CA 92128
Lighthouse Capital Planners	27349 Jefferson Ave Ste 212 Temecula, CA 92590	76073xxxx9	the**@l**.com	5	3
Trivant	402 W Broadway, San Diego, CA 92101	76063xxxx2	cor*****@t****.com	4	4
DeVore Financial Advisors, LLC	1260 San Elijo Rd N, San Marcos, CA 92078	76082xxxx9	bre@d*****.com	5	1
Sanya Mulhern - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx2	wms********@r.com	5.03						10947		12226
Manning Wealth Management	401 B St Ste 2300, San Diego, CA 92101	61923xxxx7	ann@m*******.com
Financial Plan Design	5575 Lake Park Way # 108, La Mesa, CA 91942	88893xxxx6	gin*******************@l.com
\| Nathan Medina l LPL Financial CFP, Financial & Retirement Planning	1255 Scott St, San Diego, CA 92106	61936xxxx6		5	5
Planning Within Reach	550 West B Street 4th, San Diego, CA 92101	61956xxxx6	bob@p******************.com			5	2
Chris Cooper & Company	2750 4th Ave, San Diego, CA 92103	80035xxxx4	chr@c********.com
Cors	16935 W Bernardo Dr, San Diego, CA 92127	85879xxxx4	adm@a******.com
Ford Equity Research	11722 Sorrento Valley Rd, San Diego, CA 92121	85875xxxx7	ach@f*******.com	1	1					10467		11000
Matthew Schrady - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx8	bri*************@a*.com
Brubaker & Associates	2585 Pio Pico Dr Ste 100 Carlsbad, CA 92008	76072xxxx0	dav@b***************.com	5	10	4.5	6
North County Financial Associates	2101 S El Camino Real Ste 206 Oceanside, CA 92054	76023xxxx7				5	4
Bottom-line Tax Accounting Service - Temp. CLOSED	7209 Sherbourne Ln San Diego, CA 92129	85821xxxx7				4.7	12
Sentry Financial Partners	6310 Greenwich Dr, San Diego, CA 92122	85853xxxx0	joh*****@n*********.com
Alsin Capital Management	402 W Broadway Ste 400, San Diego, CA 92101	80052xxxx2
Southern California Retirement Council	16935 W Bernardo Dr Ste 190 San Diego, CA 92127	87774xxxx8
Merrill Lynch Financial Advisor Scott K Sims	12830 El Camino Real, San Diego, CA 92130	85867xxxx4	ale********@m.com
Illumination Wealth Management	4320 La Jolla Village Dr #210, San Diego, CA 92122	85824xxxx5	chr******@i***************.com	5	2
Define Financial	12526 High Bluff Dr #238, San Diego, CA 92130	85834xxxx7	inf@d*************.com	5	11			5	12	407	2	420
J S Tucker Insurance Services	990 Highland Ave Ste 204A Solana Beach, CA 92075	85834xxxx2	con*@j********.com
William Kim, Tax & Financial Group (TFG), Financial Advisor/Financial Planning	5075 Shoreham Pl #280, San Diego, CA 92122	85826xxxx4	abi**@t****.com							186	107
Ubs	12275 El Camino Real Ste 175, San Diego, CA 92130	85870xxxx0	aar*****@u.com							229257
Frank Financial Advisors	2710 Loker Ave W Ste 230 Carlsbad, CA 92010	76043xxxx0	dat***************@i**.de
Asiel & Associates	3310 Laurel St, San Diego, CA 92104	80076xxxx0
Cadena Financial Planning & Tax Services	6540 Lusk Blvd C136-C, San Diego, CA 92121	85843xxxx6	inf@c*************.com	5	1
Trilogy Financial Services	12526 High Bluff Dr, San Diego, CA 92130	61963xxxx5	aar********@t******.com	3.8	4					4146
Wells Fargo Advisors	San Diego, CA 92101	61970xxxx6	a-w*************@w***************.com							189236
Chisholm Financial Planning & Investments		61978xxxx4	jen@c**********************.com	5	1
First Command Financial Advisor - Abigail Woods	2650 Camino Del Rio N #210, San Diego, CA 92108	61929xxxx2	abe*@f*********.com							7229	271
Health & Wealth Incorporated	655 Tourmaline St, San Diego, CA 92109	85833xxxx7	c18***************************@s***.wixpress			5	4
Tony Ricci	2831 Camino Del Rio S Ste 101 San Diego, CA 92108	61979xxxx4	ton*****@l.com			5	5
Cody Roulier - LPL Financial	11440 W Bernardo Ct #253, San Diego, CA 92127	61932xxxx2	cod*******@l.com	5	3
Merrill Lynch Financial Advisor Juan Pablo (JP) Bustamante	701 B St 24th Floor, San Diego, CA 92101	61969xxxx9	ale********@m.com
CUSO Financial Services, L.P.	10150 Meanley Dr First Floor, San Diego, CA 92131	80068xxxx4	aba*@c****.com	2	25
Pacific Premier Insurance Associates	3160 Camino Del Rio S Ste 118 San Diego, CA 92108	85838xxxx3	eri@p*******.com			5	24
Rowling & Associates	8889 Rio San Diego Dr #202, San Diego, CA 92108	61929xxxx0	ash********@r****.com	3	2					96	5
Guide My Finances	1265 Carlsbad Village Dr Ste 201 Carlsbad, CA 92008	76054xxxx5	ama*@g************.com			4.9	25			538	2
Mission Hills Financial	1633 W Lewis St, San Diego, CA 92103	61929xxxx0	ash*@m******************.com	5	2	5	1			145	11
Define Financial		85834xxxx7	inf@d*************.com					5	15	409	2				5	15
Charles Schwab	7777 Fay Ave Ste 105, San Diego, CA 92037	85855xxxx1	alt********************@s***.com	4	2
Lantern Investment	Aldridge Ln, San Diego, CA 92131	85856xxxx9	ala******@h**********.com
Cetera Investors	9275 Sky Park Ct #425, San Diego, CA 92123	85865xxxx0	ann********@c************.com	5	2					1889	106
Davis & Seiley Wealth Management	5400 Connecticut Ave Ste 100 La Mesa, CA 91942	61969xxxx4	joe@d***********.com			5	1
Beagle Holdings	9820 Willow Creek Rd, San Diego, CA 92131	85854xxxx2
CAVU Wealth Management	10001 Maine Ave, Lakeside, CA 92040	85836xxxx0	cde*****@c***.com
Commonwealth Financial Network	110 W A St Ste 1800, San Diego, CA 92101	61947xxxx0	a.-***********@c*********.com	3.3	7					2448
Tidemark Financial Partners	5405 Morehouse Dr UNIT 345, San Diego, CA 92121	85892xxxx0	dan*@t*******.com	5	11					655		650
Rawdin-Baron Financial Inc	4747 Morena Blvd, San Diego, CA 92117	85848xxxx0
Cowen & Associates	4025 Caminito Davila, San Diego, CA 92122	85845xxxx8	aar******@c**.com
Merrithew & Thorsten Inc.	9820 Willow Creek Rd, San Diego, CA 92131	85854xxxx5	les@f***************.com
Pure Financial Advisors	3131 Camino Del Rio N Ste 1550 San Diego, CA 92108	61981xxxx0	abb******@p**********.com			4.6	19			1649
Christopher Pennington - UBS Financial Services Inc.	17180, Center Suite 100, San Diego, CA 92128	85852xxxx0	ber*****@u.com
San Diego Tax & Wealth Management	7777 Alvarado Rd #405, La Mesa, CA 91942	61969xxxx2	bho@s********.com	5	3
Independent Capital Management, Inc.	3131 Camino Del Rio N #810, San Diego, CA 92108	61928xxxx2	a.a@i***********.com	4	4					13533		13000
Genisys Financial Corp	5405 Morehouse Dr, San Diego, CA 92121	85841xxxx0	ray@g******.com							115		128
Gregg F. Himfar CFP - GFH Financial	2131 Palomar Airport Rd Ste 214 Carlsbad, CA 92011	76044xxxx0	gre@g*********.com	5	3
Bair Financial Planning	7676 Hazard Center Dr #1050 Ste 1050, San Diego, CA 92108	61954xxxx0	afo**@w*****.com							662	125					1
Pacific Wealth Management	11512 El Camino Real #350, San Diego, CA 92130	85850xxxx7	adm@p******.com	4.7	14
Reliance Wealth Management	16835 W Bernardo Dr San Diego, CA 92127	85861xxxx6				1	1
Heritage Financial Services Inc	11440 W Bernardo Ct Ste 238, San Diego, CA 92127	85848xxxx1											5	4
Peelle Financial Services	4445 Eastgate Mall, San Diego, CA 92121	61927xxxx0
Southern California Retirement Council		76031xxxx4		5	1
DePauw Johnson Tax & Financial Services	400 South Melrose Dr Ste 207 Vista, CA 92081	76094xxxx3	and@d*******.com			4.6	25
John Tanner - Financial Advisor, Ameriprise Financial Services, LLC	5405 Morehouse Dr #140, San Diego, CA 92121	85845xxxx0	dns***@a*.com
Edward Jones - Financial Advisor: Jonathan R Lenz	5230 Carroll Canyon Rd Ste 214, San Diego, CA 92121	85825xxxx2	a.j*******@e********.com
CLEARWEALTH Asset Management	12636 High Bluff Dr, San Diego, CA 92130	85872xxxx2	bri@b*******.com
Torrey Pines Wealth Management - UBS Financial Services Inc.	12220 El Camino Real Suite 400, San Diego, CA 92130	85894xxxx0	alb**********@u.com
Wealth Manager Group	3131 Camino Del Rio N Ste 1670, San Diego, CA 92108	61957xxxx6	inf@b**********.com							228	36	234
Jason Gordon - CMG Home Loans	1033 B Ave Ste 105 Coronado, CA 92118	61920xxxx1		4.9	32	5	74
SP Financial and Tax Planning	4574 Florida St San Diego, CA 92116	85824xxxx2	mar@s*******.com			5	1
Legacy Realty Capital Inc	10455 Sorrento Valley Rd Ste 202, San Diego, CA 92121	31331xxxx4	jfl***@l*********.com
Sorrento Pacific Financial	10455 Sorrento Valley Rd Ste 101, San Diego, CA 92121	85880xxxx0	ajo*@s************.com
Western Financial Planning Corp	5186 Carroll Canyon Rd, San Diego, CA 92121	85867xxxx5	adm@w*.com
Edward Jones - Financial Advisor: David S Tam	4134 Adams Ave Ste 104, San Diego, CA 92116	61988xxxx4	and*****@c***********.ca
Schoettle Financial	1010 Turquoise St, San Diego, CA 92109	85848xxxx0	joh@s****************.com
Cal Pro Network	9820 Willow Creek Rd, San Diego, CA 92131	85858xxxx1	ash*******@c**********.com		2
Azul Financial Planning - Ameriprise Financial Services, LLC	2535 Camino del Rio S #115, San Diego, CA 92108	61923xxxx8	azu*@a*.com
Heising Scott	12671 High Bluff Dr Ste 200, San Diego, CA 92130	85843xxxx0
Barroso Corrine	9820 Willow Creek Rd Ste 210, San Diego, CA 92131	85863xxxx0	dns***@a*.com
Donnelly Wealth Advisors	5151 Shoreham Pl, San Diego, CA 92122	85862xxxx9	awe**@d***.com							1144	33
Sigdestad Financial	9666 Businesspark Ave Ste 202, San Diego, CA 92131	85869xxxx0	ale*@r*********.com
Parabolic Asset Management - San Diego Financial Advisor	7565 Charmant Dr UNIT 502, San Diego, CA 92122		rai**@p******.us	5	10			5	10	99		100
Looser Financial Group Inc.	7290 Navajo Rd Ste 211, San Diego, CA 92119	61956xxxx7	cas********@t********************.com	3	2
Heritage Retirement Advisors - Brian D. Gibbs, RICP	11440 W Bernardo Ct # 390, San Diego, CA 92127	85848xxxx1	re@h**********.com	5	1
Global Wealth Partners Inc	2368 2nd Ave, San Diego, CA 92101	61932xxxx6	ama**@g********************.com					5	5			35
Shu Chi Liu	10636 Scripps Summit Ct, San Diego, CA 92131	85869xxxx7
Centered Financial	701 Palomar Airport Rd #300, Carlsbad, CA 92011	76093xxxx9	c18***************************@s***.wixpress	5	1
American Express	8910 University Center Ln Ste 200, San Diego, CA 92122	85853xxxx1
Perkins Co Inc	3655 Nobel Dr Ste 360, San Diego, CA 92122	85864xxxx0	aab@n.com
Courtland Young - Home Dreams Real Estate	5519 Clairmont Mesa Blvd Ste 228 San Diego, CA 92117	85833xxxx7				4.9	9
Chase Bank	12380 Poway Rd, Poway, CA 92064	85848xxxx0	dom*************@j*****.com	2.8	28	1.9	42			880429	5239
Paffendorf Wealth Management Group - UBS Financial Services Inc.	17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128	85852xxxx9	abc*****@u.com
Serenity Financial Planning - Financial Planning in La Jolla, California	16870 W Bernardo Dr #400, San Diego, CA 92127	85825xxxx5	ann**********@l.com	5	10							227
Dorn Financial	11622 El Camino Real, San Diego, CA 92130	85892xxxx6		5.03
American Express Financial Advisors	9191 Towne Centre Dr Ste 115, San Diego, CA 92122	85845xxxx0	ame****************@a*.com
Edward Jones - Financial Advisor: Dave Parker	9968 Hibert St Ste 102, San Diego, CA 92131	85893xxxx0	a.j*******@e********.com							87622		100000
U.S. Bank – Wealth Management Banker: Delia Ruemenapp	16880 Bernardo Center Dr, San Diego, CA 92128	85867xxxx9	aar**********@u***.com	5.01						341231	3973	343791
Ameriprise Financial Services Inc.	5405 Morehouse Dr, San Diego, CA 92121	85845xxxx0	ame****************@a*.com
Aligned Financial Planning	1420 Kettner Blvd, San Diego, CA 92101	85835xxxx0	kxx********@a*********************.com
Edward Jones - Financial Advisor: Jason M Lavely	3007 Clairemont Dr Ste E, San Diego, CA 92117	85822xxxx4	and*****@c***********.ca
Daniel B Stark & Co	401 W A St, San Diego, CA 92101	61970xxxx4	dst*@g**************.com
Pathway Accountants	1595 S Mission Rd, Fallbrook, CA 92028	76072xxxx8		4.5	2	5	6
Ameriprise Financial	9820 Willow Creek Rd Ste 210, San Diego, CA 92131	85863xxxx0	dns***@a*.com
Modern Money Management		85822xxxx5	nni****@y**.com	5	6
Trading Financial Credit	6920 Miramar Rd Ste 301, San Diego, CA 92121	61935xxxx8	ale@t*****.com
Wisdom Wealth Management - Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85879xxxx8	dns***@a*.com
Creative Planning	7777 Alvarado Rd, La Mesa, CA 91942	80068xxxx7	a.j****@c*************.com							6159	81
Blue Water Capital Management	5755 Oberlin Dr Ste 301, San Diego, CA 92121	85855xxxx8	deb**@b****************.com									99
Rachel Paulin - RBC Wealth Management Financial Advisor	655 W Broadway Ste 1000, San Diego, CA 92101	61969xxxx2	rbc*******@r.com							12386		14000
Merrill Lynch Financial Advisor Jeffrey B Von Behren	701 B St 24th Floor, San Diego, CA 92101	61969xxxx5	bri**********@b*.com
UBS Financial Services Inc.	17180 Bernardo Center Dr, San Diego, CA 92128	85852xxxx0	ber*****@u.com	5	1
20/20 Financial Advisers of San Diego, LLC	1545 & 1565, 1545 Hotel Cir S UNIT 190, San Diego, CA 92108	61950xxxx1	ast*****@2***.com	5.08
Edward Jones - Financial Advisor: David Harding, AAMS™\|CRPC™	3029 Adams Ave, San Diego, CA 92116	61928xxxx6	a.j*******@e********.com
Merrill Lynch Financial Advisor Ryan M Essick	12830 El Camino Real, San Diego, CA 92130	85867xxxx2	ale********@m.com
Carter Financial	12555 High Bluff Dr, San Diego, CA 92130	85879xxxx6	aca**@c************.biz
Comprehensive Financial Group	6265 Greenwich Dr #125, San Diego, CA 92122	85862xxxx6
Merrill Lynch Financial Advisor Jason L Corzine	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx1	ale********@m.com
Capa	600H Central Ave, Lake Elsinore, CA 92530	87748xxxx7	joh*****@c****.net
Edward Jones	1621 S Melrose Dr, Vista, CA 92081	76059xxxx0	a.j*******@e********.com			5	10			84738
Sheldon Kirk R CFP	2221 Camino Del Rio S Ste 303, San Diego, CA 92108	61929xxxx3	inf@c*****************.com
Southland Edc	9663 Tierra Grande St, San Diego, CA 92126	85857xxxx4	ago****@s*********.com
Teacher Retirement Service	333 S Juniper St Ste 112 Escondido, CA 92025	76073xxxx1
U.S. Bank - Private Wealth Advisor: Saksoknik Sopheak	4747 Executive Dr Ste 120, San Diego, CA 92121	85833xxxx3	aar**********@u***.com							344563	4276
Scripps Wealth Management	9915 Mira Mesa Blvd #110, San Diego, CA 92131	85827xxxx8	ben***@s**********.com							30	3	26
Silver Leaf Financial	1401 Air Wing Rd, San Diego, CA 92154	61966xxxx1	bsi@s****************.com
Bull Oak Capital	4747 Executive Dr Ste 1010 San Diego, CA 92121	85899xxxx0	aly*@b***********.com			4.9	53
Raymond James Financial Services	12520 High Bluff Dr Ste 220, San Diego, CA 92130	85825xxxx4
Copley Financial Group, Inc.	2650 Camino Del Rio N Suite #350, San Diego, CA 92108	61929xxxx8	doe***@f*********************.com	4.9	50
Shari Miller - Symbio Financial Partners	7777 Fay Ave Ste 315 La Jolla, CA 92037	85855xxxx0	bla@s************.com	5	2					218	3
Merrill Lynch Financial Advisor Matthew Van Meeteren	12830 El Camino Real, San Diego, CA 92130	85867xxxx1	bri**********@b*.com
SimpliFi	9666 Businesspark Ave Suite 111, San Diego, CA 92131	87769xxxx0	ale*@r*********.com	5	12
John Ernst Tax & Financial Service	2408 1st Ave, San Diego, CA 92101	61923xxxx0	aad******@s**************.com
Edward Jones - Financial Advisor: Jack Loehr	6050 Santo Rd Ste 140, San Diego, CA 92124	85851xxxx6	a.j*******@e********.com							25		25
Next Gen Financial Planning	2305 Meade Ave # 1, San Diego, CA 92116	76068xxxx6	ahm@n*********************.com										5	1
LPL Financial	591 Camino De La Reina, San Diego, CA 92108	80087xxxx0	aar*******@l.com							19867	200
Yorkshire Wealth Management	16935 W Bernardo Dr # 170, San Diego, CA 92127	85879xxxx6	dou*********@y***.com	4.7	6
Edward Jones - Financial Advisor: Tony Bayona	1010 Turquoise St Ste 330, San Diego, CA 92109	85838xxxx1	and*****@c***********.ca
Edward Jones - Financial Advisor: Tom Ross	16935 W Bernardo Dr Ste 224, San Diego, CA 92127	84485xxxx0	and*****@c***********.ca
Legacy Reverse Mortgage	11526 Sorrento Valley Rd, San Diego, CA 92121	85884xxxx0	bil**@l******************.com
Dowling & Yahnke	12340 El Camino Real Ste 450, San Diego, CA 92130	85850xxxx0	ala*********@d*****.com
J. Spence Financial	San Diego, CA 92109	85841xxxx9
Edward Jones - Financial Advisor: Darcy I Wolfe	3129 Tiger Run Ct Ste A-102 Carlsbad, CA 92010	76072xxxx8	a.j*******@e********.com			5	2			304
SUMMIT WEALTH MANAGEMENT GROUP - UBS Financial Services Inc.	17180 Rancho Bernardo Center Suite 100, San Diego, CA 92128	85852xxxx6
Blake Gallion, CFP	12396 World Trade Dr UNIT 310, San Diego, CA 92128	85880xxxx2	adv**@b*********.com	5	1
Irs Protection Plan	8030 La Mesa Blvd Ste 606 La Mesa, CA 91942	61967xxxx9
Pacific Coast Financial Planning Group - Ameriprise Financial Services, LLC	12626 High Bluff Dr Ste 450, San Diego, CA 92130	85869xxxx6	aly**************@a*.com							189
Heritage Investments and Retirement Planning, Inc.	8880 Rio San Diego Dr Suite 835, San Diego, CA 92108	61943xxxx4
Apex Wealth Advisors	16496 Bernardo Center Dr, San Diego, CA 92128	85867xxxx0	jsm*@a***.com
Nautica Wealth Advisors	11440 W Bernardo Ct Suite 290, San Diego, CA 92127	85825xxxx0	inf@n********.net	4.7	3					451		452
Merrill Lynch Financial Advisor Natalie P Chappius	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx6	ale********@m.com
The Options Lady	San Diego, CA 92130	85822xxxx6	dd0***************************@s***.wixpress			5	15
Sheffler & Martin Inc	6265 Greenwich Dr Ste 200, San Diego, CA 92122	85864xxxx1
Einhorn Insurance	3333 Midway Dr Ste 1 San Diego, CA 92110	61946xxxx4	age@e*************.com			4.7	60	4.6	128			5900
First Investors Corporation	5473 Kearny Villa Rd, San Diego, CA 92123	85865xxxx0				1	3
Ljl Funding	8880 Rio San Diego Dr, San Diego, CA 92108	61970xxxx5
Premier Reverse Mortgage Solutions	Carlsbad, CA 92011	85869xxxx6				1	1
Wells Fargo Advisors	6066 Agee St, San Diego, CA 92122	85862xxxx2	a-w*************@w***************.com
The Options Lady	3814 Quarter Mile Dr, San Diego, CA 92130	85822xxxx6		5	33
USA College Planners	1660 Hotel Cir N Ste 318 San Diego, CA 92108	61926xxxx7
Edward Jones - Financial Advisor: Craig A Harris	3410 Del Lago Blvd Ste 102 Escondido, CA 92029	76083xxxx7	a.j*******@e********.com			5	1			84738
Cu Acceptance Group	4422 Glacier Ave Ste E, San Diego, CA 92120	61939xxxx0
Rupp Rich	5186 Carroll Canyon Rd, San Diego, CA 92121	85867xxxx0				1	2
Edward Jones - Financial Advisor: Aaron D Muther	9968 Hibert St Ste 102, San Diego, CA 92131	85893xxxx0	a.j*******@e********.com							87622		100000
Integrated Financial Concepts	2525 Camino del Rio S #320, San Diego, CA 92108	61922xxxx7	ain*****@i**.com
James Schwager - Financial Advisor, Ameriprise Financial Services, LLC	5405 Morehouse Dr #140, San Diego, CA 92121	85862xxxx9	dns***@a*.com
Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85879xxxx8	dns***@a*.com	4.03
Go Green Financial Group	350 10th Ave Ste 1000, San Diego, CA 92101	86662xxxx4
Dean Roland Russell LLC, Family Wealth Management	16880 W Bernardo Dr STE 170, San Diego, CA 92127	85848xxxx7	inf@d*******.com
Pacific West Realty Group	2550 5th Ave Ste 529, San Diego, CA 92103	61923xxxx0
Wealth Legacy Group, Inc.	4540 Kearny Villa Rd STE 114, San Diego, CA 92123	85856xxxx3	car*@w**************.com	5	15					37	7	38
Christopher Cohn - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx5
Brandon Sussman - Financial Advisor	600 W Broadway, San Diego, CA 92101	61930xxxx3	a.-*********@n***************.com	5	20										5	20
First Command	2650 Camino Del Rio N #210, San Diego, CA 92108	61929xxxx2	aab*****@f*********.com	5	27					7166	263
Edward Jones - Financial Advisor: Casey A Caliva	2222 Fern St, San Diego, CA 92104	61967xxxx6	and*****@c***********.ca
TK Pacific Wealth	120 Birmingham Dr Ste 240F Cardiff by the Sea, CA 92007	61973xxxx9
EP Wealth Advisors	3655 Nobel Dr, San Diego, CA 92122	85862xxxx9	ab@e*******.com							1144	33
Arthur Muniz - LPL Financial	402 W Broadway Ste 400 San Diego, CA 92101	61944xxxx2	art*******@l.com			5	2
Jessica Simmons - Financial Advisor, Ameriprise Financial Services, LLC	9915 Mira Mesa Blvd Ste 240, San Diego, CA 92131	85876xxxx2	dns***@a*.com	5.02
Edward Jones - Financial Advisor: Matthew Stratton	6050 Santo Rd Ste 140, San Diego, CA 92124	85851xxxx6
Navina Wealth - Ameriprise Financial Services, LLC	41973 6th St Ste C, Temecula, CA 92590	61935xxxx3	ali*********@a*.com													1
Mark Duval - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx9	bri*************@a*.com
Wedbush Morgan Securities, Inc	501 W Broadway Ste 2000, San Diego, CA 92101	61923xxxx0	a.c@w****.com
Birchwood Capital	2424 Verano Way, Vista, CA 92081	76023xxxx3	ale@b**************.com
The Lehman Group	5860 Owens Avene Ste 100 Carlsbad, CA 92008	76065xxxx5	baf***************************@s***.wixpress			5	29	4.7	25	531	110	562
RJ Patterson Group	402 W Broadway, San Diego, CA 92101	61933xxxx3	a2p@r***************.com
Edward Jones - Financial Advisor: Patrick J Meskell, AAMS™	1425 Main St, Ramona, CA 92065	76078xxxx3	a.j*******@e********.com							84738
Brandamerica Inc	3237 Adams Ave, San Diego, CA 92116	61952xxxx3	cor****@b************.com
Wells Fargo Advisors	1302 Garnet Ave, San Diego, CA 92109	85825xxxx0	a-w*************@w***************.com							189236
Intelligence Driven Advisers	6128 Innovation Way, Carlsbad, CA 92009	88876xxxx1	bno*@g**.com			5	5
Doster Financial Planning	7676 Hazard Center Dr Ste 500, San Diego, CA 92108	61968xxxx2
Sentinel Wealth Management	7710 Balboa Ave Ste 212C San Diego, CA 92111	61967xxxx4
DACA Financial Group	4542 Ruffner St # 110, San Diego, CA 92111	85856xxxx6	amb@d***.com		5
Edward Jones - Financial Advisor: Erik D Karlson	5083 Santa Monica Ave Ste 1a, San Diego, CA 92107	61988xxxx1	and*****@c***********.ca
Merrill Lynch Financial Advisor Paul B Pintek	701 B St Ste 2400, San Diego, CA 92101	61969xxxx0	bri**********@b*.com
Edward Jones - Financial Advisor: Jake Sutton	2550 5th Ave Ste 65, San Diego, CA 92103	61988xxxx3	and*****@c***********.ca
Sage Capital Advisors, LLC	11440 W Bernardo Ct STE 300, San Diego, CA 92127	84427xxxx3	anu**@s*****.com	5	1							95
Farmers Insurance - Amy Hallquist	4241 Jutland Dr Ste 302 San Diego, CA 92117	61974xxxx3	aag***@f*********.com	4.9	113	4.9	31					19
PJ Chryssostomides Jr - Financial Advisor, Ameriprise Financial Services, LLC	2566 W Avenue K, Lancaster, CA 93536	61928xxxx6	dns***@a*.com							132822
William Clark - Thrivent	23809 Gymkhana Rd, Ramona, CA 92065	76044xxxx4	adm@d*********.com
Real Estate Oracle	127 State St Ste 207 Redlands, CA 92373	90973xxxx2				5	1
The Financial Planning & Investment Group	4455 Morena Blvd Ste 215 & Ste 216 San Diego, CA 92117	85849xxxx8	ala*******@a*.com			4.7	14
David Wright - Synergy One Lending	2365 Northside Dr Ste 150 San Diego, CA 92108	85834xxxx8	aar@s.com			4.9	127
King Czechowski Financial Group	4370 La Jolla Village Dr, San Diego, CA 92122	85840xxxx3
Van Nostrand Wealth Management	16870 W Bernardo Dr #400, San Diego, CA 92127	85848xxxx5	joh*****@v*****.com	5	1
Keepbooking	Murrieta, CA 92562	95145xxxx1	cla*@k********.org			5	4					96
Canter Wealth	7825 Fay Ave Ste 140 La Jolla, CA 92037	85881xxxx0	aco@c**********.com			5	1			482	17	496
Morgan Stanley Wealth Management	101 W Broadway Ste 1800, San Diego, CA 92101	61923xxxx7	aal*****@m**********.com	3	2					112659	3033
Kelly Nilsson, CFP	4275 Executive Sq Ste 990 La Jolla, CA 92037	85854xxxx6				5	1
First Command Financial Advisor - Dustin Ferreiro	2650 Camino Del Rio N #210, San Diego, CA 92108	61929xxxx2	aab*****@f*********.com							7166	263
Tony Ricci, CFP	2831 Camino del Rio S Suite 101, San Diego, CA 92108	61979xxxx4	ton*****@l.com	5.042
Ameriprise Financial	12626 High Bluff Dr Ste 450, San Diego, CA 92130	85869xxxx2	den***********@a*.com
Gerber Kawasaki Wealth & Investment Management	2716 Ocean Park Blvd Ste 2020 Santa Monica, CA 90405	42456xxxx0	a18***************************@s***.wixpress	4.6	138	4.8	198
Annuity Ally Inc	2515 Camino Del Rio S, San Diego, CA 92108	61968xxxx0
David R Mallegg - C2 Financial Corporation	10509 Vista Sorrento Pkwy, San Diego, CA 92121	94928xxxx4
Overland John P	11995 El Camino Real Ste 304, San Diego, CA 92130	85879xxxx7	mic***********@l.com							157
Practice Enhancement Group Inc	8989 Rio San Diego Dr, San Diego, CA 92108	61978xxxx8	ang***@p****.com		4
Ameriprise Financial	8910 University Center Ln Ste 200, San Diego, CA 92122	85853xxxx1	ame****************@a*.com							132834
Andy Espineira	555 Corporate Dr Ste 210 Ladera Ranch, CA 92694	94930xxxx7	aco*****@l**********.com			5	9			779	75
Trading Financial Credit	5945 Mission Gorge Rd Ste 1, San Diego, CA 92120	61920xxxx4	ale@t*****.com
Lifetime Financial Advisors	2210 Encinitas Blvd Ste C Encinitas, CA 92024	76094xxxx0	asm****@l****.com			3	2
Kevin Witowich - Financial Advisor, Ameriprise Financial Services, LLC	9420 Mira Mesa Blvd, San Diego, CA 92126	85876xxxx3	dns***@a*.com	5.03
The Mammini Company	9750 Miramar Rd Ste 300, San Diego, CA 92126	88854xxxx2	cam**@m****.com
Paul Cowan - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85853xxxx1	bri*************@a*.com
Suntrust Homes	12526 High Bluff Dr Ste 300 San Diego, CA 92130	61924xxxx6	joh@s***********.com			5	3
One Degree Advisors	8880 Rio San Diego Dr # 1000, San Diego, CA 92108	61928xxxx8	adm@o**************.com	5	2					857		928
Rooney Crull Financial	9820 Willow Creek Rd Ste 280, San Diego, CA 92131	85840xxxx0	san*@r********.com
Merrill Lynch Financial Advisor Joshua Rayburn	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx9	ban*******************@m.com
Charles Schwab	7510 Hazard Center Dr Ste 407, San Diego, CA 92108	61957xxxx0	ada********@s***.com	3.8	19
Merrill Lynch Financial Advisor Allan Tentler	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx2	ale********@m.com
Nicholas Applegate Capital	600 W Broadway Ste 2900, San Diego, CA 92101	61968xxxx0
U.S. Bancorp Investments - Financial Advisors: San Diego	7895 Highlands Village Pl, San Diego, CA 92129	76063xxxx3	aar**********@u***.com							345614	5351	348000
Ubs	12220 El Camino Real Ste 400, San Diego, CA 92130	85894xxxx9	aar*****@u.com
Jeff Fink - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx0	3d@u*.rbcwealthmanagement							12495
Edward Jones - Financial Advisor: Pat Phelan III	3029 Adams Ave, San Diego, CA 92116	61928xxxx6	a.j*******@e********.com							85136
Independent Capital Management Inc	3131 Camino Del Rio N Ste 1150, San Diego, CA 92108	61928xxxx2	a.a@i***********.com	4	4					13518
Wonder Wealth LLC		61953xxxx0	jon***@w***********.com	5	7
Intelligence Driven Advisers	25220 Hancock Ave 310 Ste 310 Murrieta, CA 92562	95129xxxx0	bno*@g**.com					5	11	253	9	265
Jake Harrison - Financial Advisor, Ameriprise Financial Services, LLC	12555 High Bluff Dr Ste 380, San Diego, CA 92130	85895xxxx0	dns***@a*.com	5	5
Kent Thompson - Private Wealth Advisor, Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85879xxxx8	deb*********@a*.com							163		179
Zion Financial Group - Thrivent		85820xxxx6	adm@d*********.com	5	3
Ocean Point Financial Systems Inc	3565 Del Rey St, San Diego, CA 92109	85827xxxx0	oce**************@g**.com	5	4
Sensible Financial Planning San Diego	600 B St Ste 300, San Diego, CA	44222xxxx5	aim**@s**************.com					5	6	98	4
Comprehensive Financial Group	4350 Executive Dr Ste 215, San Diego, CA 92121	85862xxxx6
Excel Wealth Management - UBS Financial Services Inc.	17180, Center Suite 100, San Diego, CA 92128	85852xxxx3	ber*****@u.com
Heritage Wealth Management, Inc.	11440 W Bernardo Ct # 390, San Diego, CA 92127	85861xxxx1	con**@h*.com	5	16
Edward Jones - Financial Advisor: Mike Daudet	4731 Clairemont Dr Ste 102, San Diego, CA 92117	85848xxxx0	a.j*******@e********.com							87622		100000
Western Wealth Management	7114 Convoy Ct, San Diego, CA 92111	85856xxxx5
Edward Jones - Financial Advisor: Adam J Vale Cruz	3810 Park Blvd Ste 130, San Diego, CA 92103	61920xxxx7	and*****@c***********.ca
Serrano & Associates - Ameriprise Financial Services, Inc.	3655 Nobel Dr Ste 510, San Diego, CA 92122	85876xxxx2	ame****************@a*.com										1	1
The Wealth Consulting Group	7676 Hazard Center Dr, San Diego, CA 92108	61954xxxx0	3d@m*********.com
Merrill Lynch Financial Advisor Donna M Luna de la Fuente	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx0	ale********@m.com
HoyleCohen	9350 Waxie Way Ste 500, San Diego, CA 92123	85857xxxx0	ale******@h*******.com
Insurance Planners Of America	2111 S El Camino Real Oceanside, CA 92054	76096xxxx4
David Kelter - Financial Advisor, Ameriprise Financial Services, LLC	4655 Executive Dr Ste #300, San Diego, CA 92121	85879xxxx7	bri*************@a*.com
Art Of Saving	PO Box 509100, San Diego, CA 92150	85855xxxx1
Stokes Financial Group	7609 Mona Ln, San Diego, CA 92130	80049xxxx0	bri@s*****.com
SharMarc Financial Advisors, Inc.	16855 W Bernardo Dr #250, San Diego, CA 92127	85845xxxx2	sha************@l.com	5.01
Stahley, Jonathan Ameriprise Financial	3655 Nobel Dr Ste 335, San Diego, CA 92122	85845xxxx4
Elijah Orozco - Mortgage Lender	8885 Rio San Diego Dr Ste 370 San Diego, CA 92108	61996xxxx0	cus********@c.com	5	31	5	3			7427	1381	8800
Edward Jones	2907 Shelter Island Dr Ste 106, San Diego, CA 92106	61922xxxx5	acc********@e********.com		2					103		108
Frank, A J CFP	3935 Harney St Ste 203, San Diego, CA 92110	61949xxxx4	ajf**@f***************.com		5
Lance Pelky & Associates	3550 Camino Del Rio N Ste 101 San Diego, CA 92108	61928xxxx8	lan*@p**.com			5	3			151	2
Michael Ramirez - Associate Financial Advisor, Ameriprise Financial Services, LLC	4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117	85849xxxx8	dns***@a*.com
Edward Jones - Financial Advisor: Chrissy Chase	12760 High Bluff Dr Ste 320, San Diego, CA 92130	85879xxxx9	a.j*******@e********.com	5	1					305	40
Edward Jones - Financial Advisor: Brad Sissons	6336 Greenwich Dr Ste E, San Diego, CA 92122	85894xxxx1	and*****@c***********.ca
Boardwalk Advisors	1179 Pacific Hwy, San Diego, CA 92101	61923xxxx8	bet@b******************.com
Ameriprise Financial Orin Green & Assoc	9255 Towne Centre Dr Ste 925, San Diego, CA 92121	85863xxxx0
Allegis Residential Services Inc	7857 Convoy Ct, San Diego, CA 92111	85843xxxx0
U.S. Bancorp Investments - Financial Advisors: San Diego	1331 Rosecrans St, San Diego, CA 92106	61922xxxx9	aar**********@u***.com							345628	5337	348000
Pacific Divorce Management	12526 High Bluff Dr Ste 300, San Diego, CA 92130	85850xxxx0	joh*****@p*******.com
DMN Tax & Financial Services	41690 Enterprise Cir N Temecula, CA 92590	85833xxxx4
Fiduciary Wealth Management: Your Dedicated Fiduciary	401 B St UNIT 2300, San Diego, CA 92101	84475xxxx3	inf@y********************.com							404		397
Edward Jones - Financial Advisor: John J McKean	2907 Shelter Island Dr Ste 106 San Diego, CA 92106	61922xxxx5	a.j*******@e********.com		2					87586		100000
Stifel Nicolaus & Co. Inc.	12544 High Bluff Dr Ste 190, San Diego, CA 92130	85875xxxx4	abb**@s***.com							4231
San Diego Certified Financial Planner	9350 Waxie Way Ste 500 San Diego, CA 92123	76044xxxx5
WestPac® Wealth Partners (San Diego)	5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121	61968xxxx0	inf@w***********.com	4.6	18					54344	39	104000
Edward Jones - Financial Advisor: Sean M Manatt	814 Morena Blvd Ste 301, San Diego, CA 92110	61949xxxx9	a.j*******@e********.com	5	2							15
Dark Horse CPAs	2033 San Elijo Ave Ste 148 Cardiff, CA 92007	61973xxxx4	ada@d*******.cpa			4.4	57	5	8			199
Moneytree	2702 El Cajon Blvd San Diego, CA 92104	61956xxxx9	cus**********@m*********.com	4.3	50	4.3	39
Buck Consultants	1455 Frazee Rd, San Diego, CA 92108	61929xxxx0
Merrithew & Thorsten	9820 Willow Creek Rd Ste 200 San Diego, CA 92131	85854xxxx5	bra**@f*************.com			3.5	2
Morgan Stanley	101 W Broadway, San Diego, CA 92101	61923xxxx0	int********@m*.com										5	2
WorthPointe Financial Planners	4445 Eastgate Mall #200, San Diego, CA 92121	80062xxxx2	doe@w**************.com
Fidelity Investments	16656 Bernardo Center Dr, San Diego, CA 92128	80062xxxx4	a61**@f*****.com	4	14
Oak Tree Advisory Services	701 Palomar Airport Rd Ste 300 Carlsbad, CA 92011	76043xxxx6
Atp& A	2831 Camino Del Rio S, San Diego, CA 92108	61935xxxx0
Blankinship & Foster, LLC Fiduciary Financial Advisors	420 Stevens Ave Suite 250, Solana Beach, CA 92075	85875xxxx6	bf@b*********.com
Edward Jones - Financial Advisor: Chris Jarrell	4134 Adams Ave Ste 104, San Diego, CA 92116	61952xxxx3	a.j*******@e********.com							85136		121
Financial Sense Wealth Management	10809 Thornmint Rd # 2, San Diego, CA 92127	85848xxxx9	aar********@f***********.com	4	3					3174	3	3200
Merrill Lynch Financial Advisor Scott O'Connell	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx1	ale********@m.com
The Hyldahl Wealth Management Group - UBS Financial Services Inc.	17180 Rancho, Bernardo Center Dr #100, San Diego, CA 92128	85852xxxx3	ber*****@u.com
The Financial Planning Company	2761 Teresita St, San Diego, CA 92104	61999xxxx1	bre***@t*.co	5	6
Chisholm Financial Planning	3530 Camino Del Rio N Ste 206 San Diego, CA 92108	61978xxxx4	chi**************************************@a******.com		17	5	10
enTrust Wealth Advisors	12760 High Bluff Dr, San Diego, CA 92130	85825xxxx6		4.712
Pacific Capital Associates	4747 Viewridge Ave #107, San Diego, CA 92123	85856xxxx4	inf@p***.com
The Financial Planning Company	2761 Teresita St, San Diego, CA	61999xxxx1	bre***@t************************.com	5	6										5	6
Morgan Stanley Wealth Management	16644 W Bernardo Dr, San Diego, CA 92127	85867xxxx0	acm*********@m**********.com
Sorrento Pacific Financial LLC	10150 Meanley Dr Ste 200, San Diego, CA 92131	87728xxxx8	ajo*@s************.com	1	2
Brandes Investment	11988 El Camino Real Ste 500, San Diego, CA 92130	85875xxxx9	aar*******@b****.com	4.5	2
Ivan A Schleder - Financial Advisor, Ameriprise Financial Services, LLC	8880 Rio San Diego Dr 8th Floor, San Diego, CA 92108	61920xxxx5	dns***@a*.com
Sanders Alvin	110 W C St Ste 808, San Diego, CA 92101	61929xxxx0	dns***@a*.com
Integrated Financial Concepts	2525 Camino Del Rio S, San Diego, CA 92108	61922xxxx7
LHM Wealth Management	23075 Twinflower Ave Wildomar, CA 92595	95150xxxx3
WCG Wealth Advisors	7676 Hazard Center Dr, San Diego, CA 92108	61954xxxx2	a@b********************.com
Blue Water Capital Management	3655 Nobel Dr Ste 330, San Diego, CA 92122	85855xxxx8
Merrill Lynch Financial Advisor Javier Malfavon	701 B St 24th Floor, San Diego, CA 92101	61969xxxx7	ale********@m.com	4.73
Charles Shackelford, Financial Planner	2727 Camino Del Rio S Ste 150 San Diego, CA 92108	61929xxxx0	cms***********@d*.jewellaprivacy
Lifgren Sandra	8733 N Magnolia Ave Santee, CA 92071	61956xxxx9				1	1
Edward Jones - Financial Advisor: Kim E Shoesmith	11440 W Bernardo Ct Ste 262, San Diego, CA 92127	76030xxxx3	and*****@c***********.ca
Rowling & Associates	8989 Rio San Diego Dr Ste 202 San Diego, CA 92108	61929xxxx0	ash********@r****.com			3	2
The Gensler Group	120 C Ave Ste 170 Coronado, CA 92118	61955xxxx0	dan@g***********.com
Matt Gaffney Insurance	32302 Caminoi Capistrano San Juan Capistrano, CA 92675	94949xxxx7				5	3
Edward Jones - Financial Advisor: Jason S Polk	16766 Bernardo Center Dr Ste 108, San Diego, CA 92128	85861xxxx4	a.j*******@e********.com							481		485
U.S. Bancorp Investments - Financial Advisors: San Diego	5100 Federal Blvd, San Diego, CA 92105	61968xxxx1	aar**********@u***.com	4.2	5					345378	5428	348000
Table Bay Financial	600 W Broadway Ste 3100, San Diego, CA 92101	61927xxxx0	abe***@t**************.com
Doctor Disability	1271 Puerta Del Sol San Clemente, CA 92673	86689xxxx8	ang**@d*************.com	5	112	5	1
Edward Jones - Financial Advisor: Michael A Ortiz	12396 World Trade Dr Ste 111, San Diego, CA 92128	85879xxxx6	acc********@e********.com	5	3
Ted Buchan & Company	12396 World Trade Dr suite 112, San Diego, CA 92128	85860xxxx6	inf@t*******.com
Ameriprise Financial	9255 Towne Centre Dr Ste 925, San Diego, CA 92121	85863xxxx0	ame****************@a*.com
Cain Advisory Group	4858 Mercury St Ste 100 San Diego, CA 92111	85827xxxx2	bxx**@c**************.com	3.6	5	4.2	30
Jennings Financial Group	3655 Nobel Dr Ste 200, San Diego, CA 92122	85887xxxx5		4.1	9
U.S. Bancorp Investments - Financial Advisors: Jessica Mohrman	490 Fletcher Pkwy, El Cajon, CA 92020	61958xxxx2	aar**********@u***.com							344563	4277
Rohe Levy Financial	3131 Camino Del Rio N, San Diego, CA 92108	61935xxxx7	gle@r*****.com							158	3
Steve Lahre - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx1	wms********@r.com							14777		16000
Edward Jones - Financial Advisor: Kali Mistry	2143 Poinsettia Dr, San Diego, CA 92107	61922xxxx1	a.j*******@e********.com	5	2					87622		100000
Edward Jones - Financial Advisor: Kha D Hoang	6336 Greenwich Dr Ste E, San Diego, CA 92122	85831xxxx5	and*****@c***********.ca
Morgan Stanley Smith Barney	401 B St Ste 2300 San Diego, CA 92101	61954xxxx1				2.3	6
Giustiniano Wealth Strategies	3111 Camino Del Rio N Ste 920 San Diego, CA 92108	85877xxxx7	aar**********@r*********.com							17330
San Diego Wealth Management	6390 Greenwich Dr Suite 230, San Diego, CA 92122	85827xxxx5	ari@s***********.com	5	1					2172
Myers Financial Group, Inc.	611 Main St, Ramona, CA 92065	76078xxxx0
Ameriprise Financial	12555 High Bluff Dr Ste 305, San Diego, CA 92130	85834xxxx0
Creative Capital Management	8880 Rio San Diego Dr Ste 800, San Diego, CA 92108	80061xxxx6	aha@m***.com
Krause Wealth Partners	350 10th Ave Ste 1000, San Diego, Ca 92101	85836xxxx2	pau@k************.com					5	5	116	7	115
Michael Walsh - Financial Advisor, Ameriprise Financial Services, LLC	8910 University Center Ln Lobby, San Diego, CA 92122	85879xxxx4	bri*************@a*.com
Stifel	16870 W Bernardo Dr UNIT 150, San Diego, CA 92127	85887xxxx0	ale***********@s***.com	5	3					4092
Wealth Navigation Advisors	11545 W Bernardo Ct Ste 203/205, San Diego, CA 92127	85848xxxx9	aen****@w*********************.com									65
Waddell & Reed, San Diego	8910 University Center Ln Ste 550, San Diego, CA 92122	85845xxxx0	aam*@w****.com							20101	234	21000
Aligned Financial Planning	1420 Kettner Blvd suite 100, San Diego, CA 92101	85835xxxx0
Clark Aliano - C2 Financial Corporation	10509 Vista Sorrento Pkwy Ste 400 San Diego, CA 92121	80036xxxx0	tea@t************.com			5	8	5	28
Wells Fargo Advisors	San Diego, CA 92130	85852xxxx0	a-w*************@w***************.com							189236
Shane Kochon - Financial Advisor, Ameriprise Financial Services, LLC	3655 Nobel Dr UNIT 510, San Diego, CA 92122	85878xxxx0	dns***@a*.com
Caplan Stanley E Financial Group	6046 Cornerstone Ct W, San Diego, CA 92121	85855xxxx3	s.c***@c************.com
Momentum Financial and Insurance Services LLC	11770 Bernardo Plaza Ct, San Diego, CA 92128	85852xxxx0	inf@i***************.com	5	1
Jeffrey Bjurstrom - Securities America, Inc.	12396 World Trade Dr Ste 310, San Diego, CA 92128	85848xxxx3	jef*********@s**************.com
AWM Global Advisors	750 B St Ste 3150, San Diego, CA 92101	61922xxxx0	awm@a****.com												5	1
Nterigy	Spring Valley, CA 91977	61935xxxx6	inf@n*****.com
Blue Chip Macro	729 Montana Ave Ste 7 Santa Monica, CA 90403	80091xxxx7	car**@b**********.com
Seawise Financial, Inc.	120 Birmingham Dr Suite 240F, Cardiff, CA 92007	61973xxxx9	inf@s**************.com	5	16
Dlk Investment Management	6020 Cornerstone Ct W Ste 220, San Diego, CA 92121	85899xxxx6	bjo***@d******.com
Hansen Wealth Management - UBS Financial Services Inc.	17180, Center Suite 100, San Diego, CA 92128	85852xxxx9	alb**********@u.com	5.01
Ariston Services Group	750 B St, San Diego, CA 92101	61924xxxx6	ale****@a*****************.com
Taxable Wealth	13520 Evening Creek Dr N Ste 130, San Diego, CA 92128	85822xxxx1	aur*@t**********.com									7
Dynamique Capital Advisors, LLC	11440 W Bernardo Ct STE 300, San Diego, CA 92127	83373xxxx5	com*****@d******.com
Chokshi & Coghill Wealth Advisors	4510 Executive Dr, San Diego, CA 92121	85855xxxx0	jen***@c**.com
Millennium Wealth Management	5230 Carroll Canyon Rd, San Diego, CA 92121	85867xxxx3
Chisholm Financial Planning & Investments	3550 Camino Del Rio N Ste 207, San Diego, CA 92108	61978xxxx4	chi*************************************@a******.com		17					214
Mission Hills Financial, Inc.	1633 W Lewis St, San Diego, CA 92103	61929xxxx0	ash*@m******************.com	5	2					145	11				5	3
Merrill Lynch Financial Advisor Myles Anderson	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx6	ale********@m.com
Pmrd Insurance Agency	25060 Hancock Ave Ste 103-113 Murrieta, CA 92562	95128xxxx0				5	4
Anthony H Barron Financial Advisor	501 W Broadway, San Diego, CA 92101	61940xxxx8
Jonathan D. Murphy, CFP - Northwestern Mutual Wealth Management Co.	600 W Broadway #600, San Diego, CA 92101	61923xxxx5	web****@n***************.com	3.02
Edward Jones - Financial Advisor: Debora E Meskell, CRPS™	1672 Main St Suite 6C, Ramona, CA 92065	76078xxxx5	a.j*******@e********.com	5	1
Dennis Hennings - Financial Advisor, Ameriprise Financial Services, LLC	13520 Evening Creek Dr N #110, San Diego, CA 92128	85879xxxx8	dns***@a*.com	3.02
EP Wealth Advisors	3655 Nobel Dr #200, San Diego, CA 92122	85875xxxx2	ab@e*******.com	5	1					1123	33
U.S. Bancorp Investments - Financial Advisors: San Diego	1606 Grand Ave, San Diego, CA 92109	85858xxxx4	aar**********@u***.com							344562	4276
Mulholland & Kuperstock Asset Management	2173 Salk Ave. Carlsbad, CA 92008	31098xxxx8	inf@m***.com			5	3
Jon Luskin	750 B St Ste 1750, San Diego, CA 92101	61957xxxx2													5	8
Mercer Advisors Wealth Management	9740 Appaloosa Rd UNIT 150, San Diego, CA 92131	80092xxxx1	aar******@m***********.com	5	4
Pure Financial LLC acquired HK Financial, Inc.
Brandon Sussman, CFP® - Financial Advisor	600 W Broadway, San Diego, CA 92101	61930xxxx3	ark*************@n.com	5	20
Edward Jones - Financial Advisor: John W Fieberg Jr	1111 Fort Stockton Dr Ste A, San Diego, CA 92103	61948xxxx0	and*****@c***********.ca
Dan Williams - C2 Financial	10509 Vista Sorrento Pkwy Ste 400 San Diego, CA 92121	85868xxxx3	dan*@s************.us			4.8	22
FlightPath Financial Planning	445 Marine View Ave Ste 305 Del Mar, CA 92014	85838xxxx7	inf@f*************************.com			5	5
Ariel Green	San Diego, CA 92121	85852xxxx1				5	7
West Coast Financial Consultants - Thrivent Financial	2727 Camino del Rio S Ste 246, San Diego, CA 92108	61953xxxx4	ale***********@t*****.com
Edward Jones - Financial Advisor: Dave Parker	2222 Fern St, San Diego, CA 92104	61920xxxx8	and*****@c***********.ca
Oswald Thomas J	11858 Bernardo Plaza Ct, San Diego, CA 92128	85848xxxx8
Coastal Life Wealth Management	3914 Murphy Canyon Rd, San Diego, CA 92123	85849xxxx2	chr***@c**************.com
Ameriprise Financial	3838 Camino Del Rio N Ste 101, San Diego, CA 92108	61928xxxx0	ame****************@a*.com
Edward Jones - Financial Advisor: Aleksandar Raskovic	4731 Clairemont Dr Ste 102, San Diego, CA 92117	85848xxxx0	a.j*******@e********.com							87384		100000
BZ Bookkeeper	13152 Bavarian Dr, San Diego, CA 92129	85868xxxx0
Wells Fargo Advisors	11545 W Bernardo Ct Ste 300, San Diego, CA 92127	85848xxxx0	a-w*************@w***************.com							189236
DeBellis Financial Services, INC	8910 University Center Ln Ste 150 San Diego, CA 92122	76063xxxx2			2
Brendan Bracken - Peoples Mortgage	7777 Fay Ave Ste G4 La Jolla, CA 92037	61926xxxx1	aan****@p************.com	5	152	4.8	58			1649	524
Capital Financial Management	2221 Camino Del Rio S Ste 303, San Diego, CA 92108	61929xxxx3	inf@c*****************.com
Merrill Lynch Financial Advisor Sergio Bache	701 B St 24th Floor, San Diego, CA 92101	61969xxxx1	bri**********@b*.com
Siegel Financial	4330 La Jolla Village Dr Ste 330, San Diego, CA 92122	85886xxxx0	aar**********@r*********.com							17481		18000
DACA Tax Services	4542 Ruffner St Ste 110 San Diego, CA 92111	85856xxxx6	amb@d***.com			4.8	17
Lumena Financial Strategies, Inc.	4679 Vista St, San Diego, CA 92116	61929xxxx0	ali*@l************.com
Messenger Wealth Management, Inc.	2305 Historic Decatur Rd Suite 100, San Diego, CA 92106	61957xxxx8	adm***********@l.com
Life Made to Order Financial	5205 Avenida Encinas Ste A Carlsbad, CA 92008	76081xxxx7	hel@l**********.com			5	1					148
Kelly Manderscheid at Guaranteed Rate	43053 Margarita Rd. Suite B-107 Temecula, CA 92592	95153xxxx5	aar*******@r*.com	4.9	187	4.9	29			320
SPF Insurance Services	17927 Sencillo Ct San Diego, CA 92128	85861xxxx8	dat***************@i**.de	5	30	4.9	58	5	9	4549	2	4500
Del Mar Financial Partners	12526 High Bluff Dr # 280, San Diego, CA 92130	85825xxxx0
Blue Water Capital Management, LLC	5755 Oberlin Dr #301, San Diego, CA 92121	91958xxxx8	inf@b*****************.com									99
Thomas J. Dobransky & Associates	13400 Sabre Springs Pkwy Ste 260, San Diego, CA 92128	85866xxxx8
World Financial	5355 Mira Sorrento Pl, San Diego, CA 92121	85859xxxx6	inf@t************.com
Edward Jones - Financial Advisor: Erick Zuniga	3007 Clairemont Dr Ste E, San Diego, CA 92117	61927xxxx5	a.j*******@e********.com									250
Salient Wealth Planning - Ameriprise Financial Services, LLC	3655 Nobel Dr UNIT 510, San Diego, CA 92122	85821xxxx3	dns***@a*.com							108
Armstrong, Fisch & Tutoli, Attorneys at Law	6050 Santo Rd Ste 240 San Diego, CA 92124	85845xxxx6	fro****@a*********.com			3	7			280	20
Beta Wealth Group	11421 W Bernardo Ct, San Diego, CA 92127	85820xxxx7	bra**@b************.com
Wealth Analytics Retirement Planning	12730 High Bluff Dr #260, San Diego, CA 92130	85879xxxx0	bel@w************.com
Daniel Fleming, CFP®		85865xxxxxxx0	ann********@c************.com
American Express	800 The Mark Ln, San Diego, CA 92101	61956xxxx7	aar@a************.com							901666
Christopher Wells - RBC Wealth Management Financial Advisor	655 W Broadway Suite 1000, San Diego, CA 92101	61969xxxx7	rbc*******@r.com							14777		16000
U.S. Bancorp Investments - Financial Advisors: Enrique Juarez	490 Fletcher Pkwy, El Cajon, CA 92020	61958xxxx5	aar**********@u***.com							344563	4276
Pacific Advisors, LLC	9605 Scranton Rd Suite 625, San Diego, CA 92121	85855xxxx0	cam***********@g*********.com	1.02
LPL Financial: Sanders Alvin	555 W Beech St #458, San Diego, CA 92101	61929xxxx0	ren************@l.com	5	1
Abraham Cecena - Financial Advisor, Ameriprise Financial Services, LLC	4370 La Jolla Village Dr #600, San Diego, CA 92122	61998xxxx1	dns***@a*.com	5.01
Hicks Financial Services	2240 Garnet Ave, San Diego, CA 92109	85858xxxx6	col@h***********.com
BB&T Scott Stringfellow	4275 Executive Dr, San Diego, CA 92121	85867xxxx3	aar@b.com							356362
DB Wealth Management Group	1450 Frazee Rd Ste 610, San Diego, CA 92108	61949xxxx4	bry*******@d**.com
Transamerica Financial Advisors	7310 Miramar Rd #360, San Diego, CA 92126	61946xxxx5		5	3
Charles Schwab	3570 Carmel Mountain Rd, San Diego, CA 92130	85855xxxx4	aar******@s***.com							264479	135
Lazard	12265 El Camino Real Ste 230, San Diego, CA 92130	85860xxxx0
Edward Jones - Financial Advisor: Brian Dempsey	8895 Towne Centre Dr Ste 103, San Diego, CA 92122	85845xxxx1	a.j*******@e********.com							87622		100000
WestPac Wealth Partners - Financial Advisor	5280 Carroll Canyon Rd Suite 300, San Diego, CA 92121	61935xxxx9	aar********@w**********.com							54335	39	104000
Dr. Budgets	11622 El Camino Real Ste 100 San Diego, CA 92130	61980xxxx0	bud@d******.com			5	20
California Coastal Loans	26381 Crown Valley Pkwy Ste 230 Mission Viejo, CA 92691	94972xxxx6	amy@c*************.com			5	134
Dunham & Associates Investment Counsel Inc	10251 Vista Sorrento Pkwy Ste 200, San Diego, CA 92121	85896xxxx0	acc*****@b*********.com
Edward Jones - Financial Advisor: Monique Neal	12540 Oaks North Dr Ste A4, San Diego, CA 92128	84422xxxx4	and*****@c***********.ca
La Jolla Asset Management Inc	4350 Executive Dr, San Diego, CA 92121	85845xxxx5	jsm*@l*.com
SagePoint Financial	6540 Lusk Blvd # C112, San Diego, CA 92121	85855xxxx0	den*@j********.com
Total Rebalance Expert	8889 Rio San Diego Dr, San Diego, CA 92108	61929xxxx7	dan*@t****.com							19000	991	22000
Wealth Advisors Inc	11943 El Camino Real, San Diego, CA 92130	85848xxxx8	ajo*@w**************.com
Wealth Protection Partners	43537 Ridge Park Dr Temecula, CA 92590	84441xxxx7	spi***@w*********************.com	5	8			5	6			92
Bret A Cleveland - Morgan Stanley	101 W Broadway Ste 1800, San Diego, CA 92101	61923xxxx9	int********@m**********.com
CSI Financial	3636 Nobel Dr, San Diego, CA 92122	85820xxxx6	aho**@c*********.org
Edward Jones - Financial Advisor: John W Fieberg Jr, CEPA®\|AAMS™\|CRPS™	1111 Fort Stockton Drive, Ste A, San Diego, CA 92103	61926xxxx3	a.j*******@e********.com							84738					5	1
C2 Reverse Mortgage- Christina Harmes CRMP	10509 Vista Sorrento Pkwy Ste 400 San Diego, CA 92121	61999xxxx2				5	7
Merrill Lynch Financial Advisor Laura A Pomeroy	11811 Bernardo Plaza Ct, San Diego, CA 92128	85867xxxx0	ale********@m.com
Team Wealth & Tax Advisors	40395 Winchester Rd Ste A Temecula, CA 92591	95130xxxx4	bri@w*********.com	5	11	4.7	26
Mission Home Mortgage	2540 Shelter Island Dr Ste P San Diego, CA 92106	61968xxxx1				4.3	12
Driven Wealth Management		61963xxxx0		5	2