|
1
|
Northern Trust
Chicago,
Illinois
|
$2.2B
|
+$127M
|
+2,044,679
|
+6%
|
|
|
2
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$136M
|
+$1.79M
|
+28,755
|
+1%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$71.7M
|
-$1.4M
|
-22,589
|
-2%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$45.9M
|
+$2.22M
|
+35,682
|
+5%
|
|
|
5
|
Certuity
North Palm Beach,
Florida
|
$17.1M
|
–
|
–
|
–
|
|
|
6
|
|
$16.6M
|
+$2.28M
|
+36,798
|
+16%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
+$950K
|
+15,298
|
+7%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$10.8M
|
+$545K
|
+8,775
|
+5%
|
|
|
9
|
United Bank (Georgia)
Zebulon,
Georgia
|
$9.95M
|
+$1.16M
|
+18,654
|
+13%
|
|
|
10
|
Citadel Advisors
Miami,
Florida
|
$9.42M
|
+$9.29M
|
+149,648
|
New
|
|
|
11
|
Austin Wealth Management
Austin,
Texas
|
$8.91M
|
+$185K
|
+2,975
|
+2%
|
|
|
12
|
|
$7.8M
|
+$7.7M
|
+124,013
|
New
|
|
|
13
|
NBT Bank
Norwich,
New York
|
$7.59M
|
-$57.4K
|
-925
|
-0.8%
|
|
|
14
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$7.56M
|
+$153K
|
+2,464
|
+2%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$7.25M
|
+$5.01M
|
+80,631
|
+233%
|
|
|
16
|
Boltwood Capital Management
Walnut Creek,
California
|
$5.1M
|
+$52K
|
+838
|
+1%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.48M
|
-$860K
|
-13,860
|
-16%
|
|
|
18
|
Park National Corp
Newark,
Ohio
|
$4.22M
|
+$1.48M
|
+23,917
|
+55%
|
|
|
19
|
Steph & Co
Marinette,
Wisconsin
|
$3.68M
|
-$12.5K
|
-202
|
-0.3%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$3.54M
|
+$406K
|
+6,545
|
+13%
|
|
|
21
|
Wealth Architects
Mountain View,
California
|
$3.43M
|
-$115K
|
-1,856
|
-3%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.34M
|
-$982K
|
-15,813
|
-23%
|
|
|
23
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$2.91M
|
+$118K
|
+1,903
|
+4%
|
|
|
24
|
Brio Consultants
San Francisco,
California
|
$2.5M
|
+$97.6K
|
+1,573
|
+4%
|
|
|
25
|
EntreWealth
Austin,
Texas
|
$2.28M
|
+$219K
|
+3,522
|
+11%
|
|
