|
1
|
Northern Trust
Chicago,
Illinois
|
$2.04B
|
+$194M
|
+3,263,217
|
+11%
|
|
|
2
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$131M
|
+$905K
|
+15,199
|
+0.7%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$71.6M
|
-$5.79M
|
-97,222
|
-8%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$42.9M
|
-$1.18M
|
-19,753
|
-3%
|
|
|
5
|
Certuity
North Palm Beach,
Florida
|
$16.8M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
+$4M
|
+67,204
|
+41%
|
|
|
7
|
|
$14.1M
|
+$941K
|
+15,801
|
+7%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$10M
|
-$10.6M
|
-178,668
|
-52%
|
|
|
9
|
United Bank (Georgia)
Zebulon,
Georgia
|
$8.63M
|
-$776K
|
-13,025
|
-9%
|
|
|
10
|
Austin Wealth Management
Austin,
Texas
|
$8.32M
|
+$360K
|
+6,037
|
+5%
|
|
|
11
|
NBT Bank
Norwich,
New York
|
$7.52M
|
-$144K
|
-2,419
|
-2%
|
|
|
12
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$7.28M
|
-$25K
|
-419
|
-0.4%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.24M
|
-$1M
|
-16,855
|
-17%
|
|
|
14
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.96M
|
-$18K
|
-302
|
-0.4%
|
|
|
15
|
Money Design
Tokyo,
Japan
|
$4.46M
|
-$1.05M
|
-17,624
|
-20%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.26M
|
+$3.47M
|
+58,264
|
+549%
|
|
|
17
|
Steph & Co
Marinette,
Wisconsin
|
$3.63M
|
+$24.5K
|
+411
|
+0.7%
|
|
|
18
|
Wealth Architects
Mountain View,
California
|
$3.48M
|
+$71.7K
|
+1,204
|
+2%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$3.08M
|
+$982K
|
+16,477
|
+50%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$3.07M
|
-$51K
|
-856
|
-2%
|
|
|
21
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.74M
|
-$11.6K
|
-195
|
-0.4%
|
|
|
22
|
Park National Corp
Newark,
Ohio
|
$2.67M
|
+$814K
|
+13,667
|
+46%
|
|
|
23
|
Brio Consultants
San Francisco,
California
|
$2.36M
|
+$123K
|
+2,065
|
+6%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$2.14M
|
+$218K
|
+3,661
|
+12%
|
|
|
25
|
|
$2.07M
|
+$60
|
+1
|
+0%
|
|
