|
1
|
Northern Trust
Chicago,
Illinois
|
$1.7B
|
+$20M
|
+347,035
|
+1%
|
|
|
2
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$112M
|
+$1.27M
|
+22,129
|
+1%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$63.4M
|
-$596K
|
-10,350
|
-0.9%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$37.6M
|
+$21.4K
|
+372
|
+0.1%
|
|
|
5
|
Certuity
North Palm Beach,
Florida
|
$14.7M
|
–
|
–
|
–
|
|
|
6
|
|
$10.9M
|
+$1.21M
|
+21,065
|
+12%
|
|
|
7
|
United Bank (Georgia)
Zebulon,
Georgia
|
$7.94M
|
+$1.05M
|
+18,172
|
+14%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.9M
|
-$223K
|
-3,873
|
-3%
|
|
|
9
|
Austin Wealth Management
Austin,
Texas
|
$7.02M
|
+$105K
|
+1,821
|
+1%
|
|
|
10
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.98M
|
-$1.44M
|
-25,036
|
-16%
|
|
|
11
|
NBT Bank
Norwich,
New York
|
$6.32M
|
-$2.65K
|
-46
|
-0%
|
|
|
12
|
Money Design
Tokyo,
Japan
|
$4.47M
|
+$1.47M
|
+25,558
|
+45%
|
|
|
13
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.26M
|
+$73.3K
|
+1,273
|
+2%
|
|
|
14
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$4.12M
|
+$513K
|
+8,919
|
+13%
|
|
|
15
|
Steph & Co
Marinette,
Wisconsin
|
$3.34M
|
-$85.2K
|
-1,480
|
-2%
|
|
|
16
|
CX Institutional
Auburn,
Indiana
|
$3.27M
|
+$330K
|
+5,728
|
+10%
|
|
|
17
|
Wealth Architects
Mountain View,
California
|
$3.01M
|
-$16.5K
|
-286
|
-0.5%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$2.93M
|
+$260K
|
+4,509
|
+9%
|
|
|
19
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.41M
|
+$108K
|
+1,883
|
+4%
|
|
|
20
|
Brio Consultants
San Francisco,
California
|
$1.92M
|
+$95.8K
|
+1,665
|
+5%
|
|
|
21
|
|
$1.85M
|
-$282K
|
-4,900
|
-13%
|
|
|
22
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.79M
|
+$1.9M
|
+32,933
|
New
|
|
|
23
|
EntreWealth
Austin,
Texas
|
$1.68M
|
+$1.63M
|
+28,290
|
New
|
|
|
24
|
Park National Corp
Newark,
Ohio
|
$1.47M
|
-$691
|
-12
|
-0%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.47M
|
+$76.4K
|
+1,328
|
+5%
|
|
