|
1
|
Northern Trust
Chicago,
Illinois
|
$941M
|
-$24.1M
|
-534,931
|
-3%
|
|
|
2
|
TIAA FSB
Jacksonville,
Florida
|
$286M
|
+$3.02M
|
+66,970
|
+1%
|
|
|
3
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$42.9M
|
+$301K
|
+6,670
|
+0.7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$36.6M
|
+$3.14M
|
+69,660
|
+9%
|
|
|
5
|
|
$26.7M
|
+$26.2M
|
+581,162
|
+7,206%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
+$1.81M
|
+40,060
|
+12%
|
|
|
7
|
|
$14.5M
|
+$1.66M
|
+36,750
|
+13%
|
|
|
8
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$13.7M
|
+$556K
|
+12,345
|
+4%
|
|
|
9
|
Transform Wealth
Greenwood Village,
Colorado
|
$11.3M
|
+$434K
|
+9,640
|
+4%
|
|
|
10
|
|
$10.4M
|
-$1.62M
|
-35,856
|
-13%
|
|
|
11
|
Cribstone Capital Management
Augusta,
Maine
|
$6.55M
|
+$89.9K
|
+1,995
|
+1%
|
|
|
12
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$5.8M
|
+$1.96M
|
+43,522
|
+51%
|
|
|
13
|
Confluence Wealth Management
Portland,
Oregon
|
$5.13M
|
-$391K
|
-8,673
|
-7%
|
|
|
14
|
CNB Bank
Clearfield,
Pennsylvania
|
$4.62M
|
+$532K
|
+11,816
|
+13%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$4.08M
|
+$600K
|
+13,325
|
+17%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.58M
|
-$462K
|
-10,246
|
-11%
|
|
|
17
|
Cedar Wealth Management
Walnut Creek,
California
|
$2.63M
|
+$504K
|
+11,177
|
+24%
|
|
|
18
|
|
$2.42M
|
+$2.41M
|
+53,478
|
New
|
|
|
19
|
Fluent Financial
Dallas,
Texas
|
$2.07M
|
+$2.06M
|
+45,724
|
New
|
|
|
20
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$1.9M
|
+$1.72M
|
+38,220
|
+1,036%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$1.87M
|
+$385K
|
+8,537
|
+26%
|
|
|
22
|
HC Financial Advisors
Lafayette,
California
|
$1.81M
|
+$241K
|
+5,350
|
+15%
|
|
|
23
|
HM Payson & Co
Portland,
Maine
|
$1.56M
|
+$1.56M
|
+34,515
|
New
|
|
|
24
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.55M
|
-$766
|
-17
|
-0%
|
|
|
25
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.55M
|
+$1.54M
|
+34,132
|
New
|
|
