1
HB Wealth Management Filing dated Sep 30, 2026
$826.1M
4.2%
+7.0%
6.45M
Sep 30, 2026
2
American Century Companies
$582.7M
0.3%
+9.8%
4.55M
Jun 30, 2026
3
Oak Root Filing dated Sep 30, 2026
$372.2M
41.0%
—
2.91M
Sep 30, 2026
4
LPL Financial
$325.5M
0.1%
+6.4%
2.54M
Jun 30, 2026
5
Maseco Filing dated Sep 30, 2026
$308.1M
8.4%
+1.2%
2.41M
Sep 30, 2026
6
Annex Advisory Services Filing dated Sep 30, 2026
$277.5M
4.5%
+7.0%
2.17M
Sep 30, 2026
7
Envestnet Asset Management
$257.3M
0.1%
+9.7%
2.01M
Jun 30, 2026
8
Focus Partners Wealth
$250.3M
0.3%
-0.2%
1.95M
Jun 30, 2026
9
Fifth Third Bancorp
$225.9M
0.4%
>999%
1.76M
Jun 30, 2026
10
Prime Capital Investment Advisors Filing dated Sep 30, 2026
$221.8M
2.2%
-1.8%
1.73M
Sep 30, 2026
11
HighTower Advisors
$201.4M
0.2%
-2.5%
1.57M
Jun 30, 2026
12
Financial Plan
$182.9M
17.4%
+2.5%
1.43M
Jun 30, 2026
13
Commonwealth Equity Services
$180.9M
0.2%
+4.3%
1.41M
Jun 30, 2026
14
Great Point Wealth Advisors Filing dated Sep 30, 2026
$156.9M
24.9%
+3.6%
1.22M
Sep 30, 2026
15
Beacon Pointe Advisors
$144.2M
0.7%
+3.2%
1.13M
Jun 30, 2026
16
Modera Wealth Management Filing dated Sep 30, 2026
$141.3M
1.5%
+2.5%
1.10M
Sep 30, 2026
17
Corient Private Wealth
$141.0M
0.2%
-17.7%
1.10M
Jun 30, 2026
18
Park Avenue Securities Filing dated Sep 30, 2026
$128.6M
0.8%
+9.7%
1.00M
Sep 30, 2026
19
Morgan Stanley
$128.0M
<0.1%
+2.7%
999.4K
Jun 30, 2026
20
Mercer Global Advisors
$125.8M
0.2%
-1.2%
982.1K
Jun 30, 2026