|
51
|
TriaGen Wealth Management
Calabasas,
California
|
$101K
|
+$92K
|
+10,300
|
New
|
|
|
52
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$98K
|
–
|
–
|
–
|
|
|
53
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$82.8K
|
–
|
–
|
–
|
|
|
54
|
Truvestments Capital
Sarasota,
Florida
|
$61.3K
|
+$55.8K
|
+6,251
|
New
|
|
|
55
|
Hollencrest Capital Management
Newport Beach,
California
|
$50.6K
|
–
|
–
|
–
|
|
|
56
|
Rothschild Investment LLC
Chicago,
Illinois
|
$46K
|
+$41.9K
|
+4,697
|
New
|
|
|
57
|
Comerica Bank
Dallas,
Texas
|
$39.3K
|
–
|
–
|
–
|
|
|
58
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$15.9K
|
–
|
–
|
–
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$14.2K
|
–
|
–
|
–
|
|
|
60
|
Allworth Financial
Folsom,
California
|
$6.69K
|
–
|
–
|
–
|
|
|
61
|
Beach Point Capital Management
Santa Monica,
California
|
–
|
-$3.14M
|
-372,599
|
Closed
|
|
|
62
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$911K
|
-108,105
|
Closed
|
|
|
63
|
|
–
|
-$329K
|
-38,975
|
Closed
|
|
|
64
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$252K
|
-29,948
|
Closed
|
|
|
65
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$190K
|
-22,500
|
Closed
|
|
|
66
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$188K
|
-22,266
|
Closed
|
|
|
67
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$142K
|
-16,870
|
Closed
|
|
|
68
|
Diligent Investors
Redlands,
California
|
–
|
-$108K
|
-12,857
|
Closed
|
|
|
69
|
MKT Advisors
Escondido,
California
|
–
|
-$97.4K
|
-11,670
|
Closed
|
|
|
70
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$84.9K
|
-10,066
|
Closed
|
|
