1
BlackRock
$1.31B
<0.1%
+20.9%
25.10M
Jun 30, 2026
2
Envestnet Asset Management
$734.5M
0.2%
-48.1%
14.03M
Jun 30, 2026
3
Dynasty Wealth Management
$686.8M
5.1%
+9.1%
13.12M
Jun 30, 2026
4
JPMorgan Chase
$675.4M
<0.1%
-6.5%
12.88M
Jun 30, 2026
5
LPL Financial
$631.8M
0.1%
-23.5%
12.07M
Jun 30, 2026
6
Bank of America
$624.7M
<0.1%
+2.7%
11.94M
Jun 30, 2026
7
PNC Financial Services Group
$505.4M
0.3%
+10.8%
9.66M
Jun 30, 2026
8
Morgan Stanley
$486.3M
<0.1%
-6.0%
9.29M
Jun 30, 2026
9
Ameriprise Financial
$391.3M
0.1%
-7.0%
7.47M
Jun 30, 2026
10
Wells Fargo
$344.5M
0.1%
+12.6%
6.58M
Jun 30, 2026
11
Sequoia Financial Advisors
$321.0M
1.6%
+12.7%
6.13M
Jun 30, 2026
12
Quotient Wealth Partners
$300.8M
7.1%
+3.5%
5.75M
Jun 30, 2026
13
UBS Group
$243.5M
<0.1%
-6.3%
4.65M
Jun 30, 2026
14
Cetera Investment Advisers
$212.8M
0.2%
-15.9%
4.07M
Jun 30, 2026
15
OpenArc Corporate Advisory Filing dated Sep 30, 2026
$174.7M
2.0%
+5.5%
3.44M
Sep 30, 2026
16
Sagespring Wealth Partners Filing dated Sep 30, 2026
$164.6M
2.5%
+2.5%
3.24M
Sep 30, 2026
17
Wharton Business Group
$160.6M
5.4%
+18.3%
3.07M
Jun 30, 2026
18
Royal Bank of Canada
$141.7M
<0.1%
+2.6%
2.71M
Jun 30, 2026
19
Merit Financial Group
$138.8M
0.8%
+11.7%
2.65M
Jun 30, 2026
20
Jane Street Group
$123.3M
<0.1%
-18.8%
2.36M
Jun 30, 2026