|
226
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$966
|
+$223
|
+8
|
+27%
|
|
|
227
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
–
|
-$19.6M
|
-740,477
|
Closed
|
|
|
228
|
|
–
|
-$4.69M
|
-177,461
|
Closed
|
|
|
229
|
Monumental Financial Group
Rockville,
Maryland
|
–
|
-$4.65M
|
-175,802
|
Closed
|
|
|
230
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
–
|
-$3.38M
|
-145,251
|
Closed
|
|
|
231
|
Geometric Wealth Advisors
Washington,
District of Columbia
|
–
|
-$2.87M
|
-108,513
|
Closed
|
|
|
232
|
KEB Asset Management
Springfield,
Illinois
|
–
|
-$1.3M
|
-49,071
|
Closed
|
|
|
233
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$948K
|
-35,882
|
Closed
|
|
|
234
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$332K
|
-12,583
|
Closed
|
|
|
235
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
–
|
-$307K
|
-11,632
|
Closed
|
|
|
236
|
Equitable Holdings
New York
|
–
|
-$305K
|
-11,531
|
Closed
|
|
|
237
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$298K
|
-11,263
|
Closed
|
|
|
238
|
Bridgewater Advisors
New York
|
–
|
-$260K
|
-9,841
|
Closed
|
|
|
239
|
Van Den Berg Management I
Austin,
Texas
|
–
|
-$256K
|
-9,671
|
Closed
|
|
|
240
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$238K
|
-9,021
|
Closed
|
|
|
241
|
55I LLC
Boston,
Massachusetts
|
–
|
-$230K
|
-8,711
|
Closed
|
|
|
242
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
–
|
-$208K
|
-7,877
|
Closed
|
|
|
243
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
–
|
-$154K
|
-5,845
|
Closed
|
|
|
244
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$127K
|
-4,547
|
-100%
|
|
|
245
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
–
|
-$109K
|
-4,126
|
Closed
|
|
|
246
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$47K
|
-1,792
|
Closed
|
|
|
247
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$19K
|
-729
|
Closed
|
|
|
248
|
|
–
|
-$5K
|
-200
|
Closed
|
|
