|
1
|
United Capital Financial Advisors
Irving,
Texas
|
$3.12M
|
-$192K
|
-6,500
|
-6%
|
|
|
2
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$2.25M
|
-$78.9K
|
-2,670
|
-3%
|
|
|
3
|
Advisory Research
Chicago,
Illinois
|
$599K
|
-$88.6K
|
-3,000
|
-13%
|
|
|
4
|
Aurora Investment Counsel
Atlanta,
Georgia
|
$549K
|
-$6.53K
|
-221
|
-1%
|
|
|
5
|
EII Capital Management
New York
|
$299K
|
–
|
–
|
–
|
|
|
6
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$9K
|
–
|
–
|
–
|
|
|
7
|
|
–
|
-$10.5M
|
-361,776
|
Closed
|
|
|
8
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$3.25M
|
-111,712
|
Closed
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
–
|
-$3.23M
|
-111,172
|
Closed
|
|
|
10
|
Icon Advisers
Greenwood Village,
Colorado
|
–
|
-$2.6M
|
-89,676
|
Closed
|
|
|
11
|
Shelton Capital Management
Denver,
Colorado
|
–
|
-$2.6M
|
-89,676
|
Closed
|
|
|
12
|
Infrastructure Capital Advisors
New York
|
–
|
-$2.58M
|
-88,949
|
Closed
|
|
|
13
|
Punch & Associates Investment Management
Edina,
Minnesota
|
–
|
-$2.06M
|
-70,733
|
Closed
|
|
|
14
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$608K
|
-20,922
|
Closed
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
–
|
-$497K
|
-17,092
|
Closed
|
|
|
16
|
|
–
|
-$448K
|
-15,323
|
Closed
|
|
|
17
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$256K
|
-8,805
|
Closed
|
|
|
18
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$218K
|
-7,500
|
Closed
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$211K
|
-7,224
|
Closed
|
|
|
20
|
Homrich & Berg
Atlanta,
Georgia
|
–
|
-$201K
|
-6,906
|
Closed
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$128K
|
-4,395
|
Closed
|
|
|
22
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$45K
|
-1,550
|
Closed
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
–
|
-$19K
|
-645
|
Closed
|
|
|
24
|
|
–
|
-$15K
|
-500
|
Closed
|
|
|
25
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$6K
|
-200
|
Closed
|
|
