|
1
|
KeyBank National Association
Cleveland,
Ohio
|
$19.5M
|
-$5.73M
|
-289,578
|
-21%
|
|
|
2
|
Telemus Capital
Southfield,
Michigan
|
$7.65M
|
+$8.26M
|
+417,125
|
New
|
|
|
3
|
Efficient Advisors
Mason,
Ohio
|
$1.1M
|
+$169K
|
+8,516
|
+17%
|
|
|
4
|
Barclays
London,
United Kingdom
|
$1.04M
|
+$1.15M
|
+57,900
|
New
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$715K
|
-$729K
|
-36,807
|
-49%
|
|
|
6
|
Naples Global Advisors
Naples,
Florida
|
$661K
|
+$713K
|
+36,000
|
New
|
|
|
7
|
Salient Capital Advisors
Houston,
Texas
|
$403K
|
+$435K
|
+22,000
|
New
|
|
|
8
|
Regions Financial Corp
Birmingham,
Alabama
|
$367K
|
–
|
–
|
–
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$113K
|
+$17.3K
|
+875
|
+17%
|
|
|
10
|
Whittier Trust
South Pasadena,
California
|
$55K
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$22K
|
+$24.1K
|
+1,218
|
New
|
|
|
12
|
|
$13K
|
+$13.6K
|
+687
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9K
|
+$9.9K
|
+500
|
New
|
|
|
14
|
|
$8K
|
+$8.35K
|
+422
|
New
|
|
|
15
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
16
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$1.14M
|
-57,587
|
Closed
|
|
|
17
|
|
–
|
-$596K
|
-30,044
|
Closed
|
|
|
18
|
Eagle Global Advisors
Houston,
Texas
|
–
|
-$397K
|
-20,000
|
Closed
|
|
|
19
|
|
–
|
-$369K
|
-18,605
|
Closed
|
|
|
20
|
Colony Group
Boston,
Massachusetts
|
–
|
-$215K
|
-10,850
|
Closed
|
|
