|
1
|
Northern Trust
Chicago,
Illinois
|
$2.16B
|
+$39.6M
|
+633,192
|
+2%
|
|
|
2
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$139M
|
+$8.53M
|
+136,444
|
+6%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$65.9M
|
-$2.93M
|
-46,926
|
-4%
|
|
|
4
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$45.2M
|
+$1.11M
|
+17,763
|
+2%
|
|
|
5
|
Certuity
North Palm Beach,
Florida
|
$16.4M
|
–
|
–
|
–
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
+$752K
|
+12,030
|
+5%
|
|
|
7
|
|
$14.7M
|
-$1.28M
|
-20,533
|
-8%
|
|
|
8
|
CX Institutional
Auburn,
Indiana
|
$11M
|
+$712K
|
+11,391
|
+7%
|
|
|
9
|
United Bank (Georgia)
Zebulon,
Georgia
|
$10.3M
|
+$712K
|
+11,387
|
+7%
|
|
|
10
|
Austin Wealth Management
Austin,
Texas
|
$8.75M
|
+$296K
|
+4,729
|
+3%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$7.87M
|
+$928K
|
+14,850
|
+13%
|
|
|
12
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$7.45M
|
+$189K
|
+3,018
|
+3%
|
|
|
13
|
NBT Bank
Norwich,
New York
|
$7.12M
|
-$178K
|
-2,856
|
-2%
|
|
|
14
|
Boltwood Capital Management
Walnut Creek,
California
|
$4.98M
|
+$76.4K
|
+1,223
|
+2%
|
|
|
15
|
Park National Corp
Newark,
Ohio
|
$4.32M
|
+$268K
|
+4,288
|
+6%
|
|
|
16
|
MML Investors Services
Springfield,
Massachusetts
|
$3.74M
|
+$343K
|
+5,487
|
+10%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.61M
|
-$716K
|
-11,457
|
-16%
|
|
|
18
|
Steph & Co
Marinette,
Wisconsin
|
$3.55M
|
+$12.4K
|
+199
|
+0.3%
|
|
|
19
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$3.19M
|
+$399K
|
+6,392
|
+14%
|
|
|
20
|
Wealth Architects
Mountain View,
California
|
$3.11M
|
-$187K
|
-3,000
|
-6%
|
|
|
21
|
Brio Consultants
San Francisco,
California
|
$2.49M
|
+$97.7K
|
+1,563
|
+4%
|
|
|
22
|
EntreWealth
Austin,
Texas
|
$2.38M
|
+$74K
|
+1,185
|
+3%
|
|
|
23
|
|
$2.23M
|
+$206K
|
+3,300
|
+10%
|
|
|
24
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.19M
|
+$206K
|
+3,294
|
+10%
|
|
|
25
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.79M
|
+$242K
|
+3,879
|
+15%
|
|
