1
Ameriprise Financial
$787.7M
0.2%
+17.7%
8.83M
Jun 30, 2026
2
American Century Companies
$547.6M
0.2%
+22.1%
6.14M
Jun 30, 2026
3
Wealth Enhancement Advisory Services Filing dated Sep 30, 2026
$530.2M
0.8%
+11.5%
5.99M
Sep 30, 2026
4
LPL Financial
$502.6M
0.1%
+31.9%
5.63M
Jun 30, 2026
5
Envestnet Asset Management
$468.2M
0.1%
+6.8%
5.25M
Jun 30, 2026
6
Bank of America
$392.3M
<0.1%
+9.9%
4.40M
Jun 30, 2026
7
Morgan Stanley
$391.4M
<0.1%
+13.9%
4.39M
Jun 30, 2026
8
Bank of New York Mellon
$388.6M
0.1%
+440.7%
4.36M
Jun 30, 2026
9
Northwestern Mutual Wealth Management
$370.0M
0.2%
+17.2%
4.15M
Jun 30, 2026
10
Mission Wealth Management Filing dated Sep 30, 2026
$346.6M
5.5%
-25.3%
3.85M
Sep 30, 2026
11
Rockwood Wealth Management Filing dated Sep 30, 2026
$297.5M
17.9%
+4.3%
3.30M
Sep 30, 2026
12
PNC Financial Services Group
$291.4M
0.1%
+5.5%
3.27M
Jun 30, 2026
13
Wells Fargo
$257.4M
<0.1%
+58.8%
2.89M
Jun 30, 2026
14
Vantagepoint Investment Advisers Filing dated Sep 30, 2026
$257.4M
1.9%
-2.2%
2.86M
Sep 30, 2026
15
HighTower Advisors
$238.5M
0.2%
+1.8%
2.67M
Jun 30, 2026
16
Corient Private Wealth
$202.6M
0.3%
-54.6%
2.27M
Jun 30, 2026
17
Maseco Filing dated Sep 30, 2026
$188.6M
5.2%
+4.2%
2.09M
Sep 30, 2026
18
Advance Capital Management
$165.4M
5.3%
+7.0%
1.85M
Jun 30, 2026
19
HB Wealth Management Filing dated Sep 30, 2026
$159.3M
0.8%
+4.4%
1.77M
Sep 30, 2026
20
Raymond James Financial
$156.6M
<0.1%
+16.1%
1.76M
Jun 30, 2026