1
Bank of America
$525.9M
<0.1%
-3.5%
6.91M
Jun 30, 2026
2
Morgan Stanley
$514.7M
<0.1%
+10.5%
6.76M
Jun 30, 2026
3
Ferguson Wellman Capital Management Filing dated Sep 30, 2026
$407.2M
4.9%
-2.0%
5.38M
Sep 30, 2026
4
BlackRock
$354.8M
<0.1%
+1.1%
4.66M
Jun 30, 2026
5
Park Avenue Securities Filing dated Sep 30, 2026
$268.4M
1.6%
+507.1%
3.55M
Sep 30, 2026
6
UBS Group
$268.4M
<0.1%
-1.3%
3.53M
Jun 30, 2026
7
Envestnet Asset Management
$199.5M
<0.1%
+21.8%
2.62M
Jun 30, 2026
8
JPMorgan Chase
$196.5M
<0.1%
+22.6%
2.60M
Jun 30, 2026
9
Koss-Olinger Consulting
$168.0M
12.9%
+84.8%
2.21M
Jun 30, 2026
10
Ameriprise Financial
$156.4M
<0.1%
+26.1%
2.06M
Jun 30, 2026
11
Focus Partners Wealth
$144.2M
0.1%
+5.2%
1.90M
Jun 30, 2026
12
German American Bancorp
$135.2M
10.2%
+5.9%
1.78M
Jun 30, 2026
13
Cerity Partners
$126.2M
0.2%
+9.0%
1.66M
Jun 30, 2026
14
LPL Financial
$121.3M
<0.1%
+58.2%
1.59M
Jun 30, 2026
15
Jane Street Group
$112.2M
<0.1%
NEW
1.47M
Jun 30, 2026
16
Winthrop Advisory Group Filing dated Sep 30, 2026
$108.3M
6.7%
+3.5%
1.43M
Sep 30, 2026
17
Sageworth Trust
$104.9M
4.1%
-2.4%
1.38M
Jun 30, 2026
18
Sand Hill Global Advisors
$98.3M
3.0%
+0.1%
1.29M
Jun 30, 2026
19
Wealthspire Advisors
$89.8M
0.5%
>999%
1.18M
Jun 30, 2026
20
JB Capital Filing dated Sep 30, 2026
$86.5M
3.0%
>999%
1.14M
Sep 30, 2026