|
1
|
Crossmark Global Holdings
Houston,
Texas
|
$1.48M
|
-$1.77M
|
-124,085
|
-54%
|
|
|
2
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$800K
|
–
|
–
|
–
|
|
|
3
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$260K
|
+$260K
|
+18,300
|
New
|
|
|
4
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$172K
|
-$9.41K
|
-663
|
-5%
|
|
|
5
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$105K
|
-$913K
|
-67,625
|
-90%
|
|
|
6
|
Arlington Partners
Birmingham,
Alabama
|
$19K
|
–
|
–
|
–
|
|
|
7
|
Natixis Advisors
Boston,
Massachusetts
|
–
|
-$1.07M
|
-75,643
|
Closed
|
|
|
8
|
Advisor Partners
Walnut Creek,
California
|
–
|
-$870K
|
-61,729
|
Closed
|
|
|
9
|
Comerica Bank
Dallas,
Texas
|
–
|
-$795K
|
-56,009
|
Closed
|
|
|
10
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$203K
|
-31,866
|
Closed
|
|
|
11
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$265K
|
-17,204
|
Closed
|
|
|
12
|
Moody National Bank Trust Division
Galveston,
Texas
|
–
|
-$234K
|
-16,500
|
Closed
|
|
|
13
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$157K
|
-11,035
|
Closed
|
|
|
14
|
Caprock Group
Boise,
Idaho
|
–
|
-$4K
|
-5,787
|
Closed
|
|
|
15
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$80K
|
-5,598
|
Closed
|
|
|
16
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
–
|
-$89K
|
-4,875
|
Closed
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$61K
|
-4,314
|
Closed
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$14K
|
-2,760
|
Closed
|
|
|
19
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$29K
|
-2,017
|
Closed
|
|
|
20
|
Bollard Group
Boston,
Massachusetts
|
–
|
-$25K
|
-1,751
|
Closed
|
|
|
21
|
RegentAtlantic Capital
Morristown,
New Jersey
|
–
|
-$4K
|
-304
|
Closed
|
|
