1
Mercer Global Advisors
$3.25B
4.0%
+4.2%
73.22M
Jun 30, 2026
2
Forum Financial Management Filing dated Sep 30, 2026
$1.90B
24.7%
+0.6%
42.84M
Sep 30, 2026
3
Focus Partners Wealth
$1.87B
1.9%
-1.1%
42.13M
Jun 30, 2026
4
LPL Financial
$822.1M
0.2%
+5.9%
18.53M
Jun 30, 2026
5
Focus Partners Advisor Solutions
$781.1M
6.6%
-1.3%
17.61M
Jun 30, 2026
6
Apella Capital Filing dated Sep 30, 2026
$776.0M
9.8%
+6.6%
17.18M
Sep 30, 2026
7
Envestnet Asset Management
$612.7M
0.1%
+4.2%
13.81M
Jun 30, 2026
8
Savant Capital
$603.6M
1.8%
+9.8%
13.61M
Jun 30, 2026
9
Rockwood Wealth Management Filing dated Sep 30, 2026
$567.5M
34.1%
+3.5%
12.77M
Sep 30, 2026
10
Greenspring Advisors
$560.7M
31.1%
-5.4%
12.64M
Jun 30, 2026
11
SJS Investment Consulting Filing dated Sep 30, 2026
$427.4M
43.0%
+2.5%
9.61M
Sep 30, 2026
12
Geometric Wealth Advisors
$401.7M
43.4%
+4.1%
9.05M
Jun 30, 2026
13
Commonwealth Equity Services
$371.2M
0.5%
+0.4%
8.37M
Jun 30, 2026
14
Plancorp
$349.9M
8.5%
-23.7%
7.89M
Jun 30, 2026
15
Wealthspire Advisors
$334.9M
1.8%
+0.6%
7.55M
Jun 30, 2026
16
Monograph Wealth Advisors
$313.4M
25.7%
+3.3%
7.07M
Jun 30, 2026
17
Symmetry Partners Filing dated Sep 30, 2026
$291.6M
14.9%
-2.2%
6.56M
Sep 30, 2026
18
Allworth Financial
$286.7M
1.2%
-16.2%
6.46M
Jun 30, 2026
19
Bank of America
$263.9M
<0.1%
+1.3%
5.95M
Jun 30, 2026
20
Beacon Pointe Advisors
$261.1M
1.2%
-0.3%
5.89M
Jun 30, 2026