1
Sequoia Financial Advisors
$393.2M
2.0%
+3.1%
7.61M
Jun 30, 2026
2
Annex Advisory Services Filing dated Sep 30, 2026
$250.1M
4.1%
+9.6%
4.78M
Sep 30, 2026
3
RVW Wealth Filing dated Sep 30, 2026
$247.2M
15.9%
-2.2%
4.72M
Sep 30, 2026
4
OneDigital Investment Advisors
$235.8M
2.0%
+3.1%
4.56M
Jun 30, 2026
5
Sageworth Trust
$229.7M
9.0%
-0.8%
4.44M
Jun 30, 2026
6
Allworth Financial
$203.8M
0.9%
-0.8%
3.94M
Jun 30, 2026
7
Aquire Wealth Advisors Filing dated Sep 30, 2026
$195.0M
44.0%
+3.0%
3.72M
Sep 30, 2026
8
Sym Financial Filing dated Sep 30, 2026
$194.4M
14.8%
+22.2%
3.71M
Sep 30, 2026
9
Focus Partners Wealth
$182.9M
0.2%
+0.7%
3.54M
Jun 30, 2026
10
Modera Wealth Management Filing dated Sep 30, 2026
$174.4M
1.8%
+6.2%
3.33M
Sep 30, 2026
11
MAI Capital Management
$169.4M
0.6%
+370.4%
3.28M
Jun 30, 2026
12
Mars Jewett Financial Group
$168.5M
34.1%
+4.5%
3.26M
Jun 30, 2026
13
Kooman & Associates Filing dated Sep 30, 2026
$152.8M
40.8%
+1.9%
2.92M
Sep 30, 2026
14
Beacon Pointe Advisors
$152.0M
0.7%
+4.9%
2.94M
Jun 30, 2026
15
Spinnaker Investment Group Filing dated Sep 30, 2026
$138.0M
21.7%
-0.4%
2.63M
Sep 30, 2026
16
Blankinship & Foster Filing dated Sep 30, 2026
$133.7M
27.3%
-1.1%
2.55M
Sep 30, 2026
17
AE Wealth Management
$124.2M
0.6%
+2.9%
2.40M
Jun 30, 2026
18
Maseco Filing dated Sep 30, 2026
$121.5M
3.3%
+13.6%
2.32M
Sep 30, 2026
19
Apella Capital Filing dated Sep 30, 2026
$115.2M
1.5%
+1.5%
2.16M
Sep 30, 2026
20
Arista Wealth Management Filing dated Sep 30, 2026
$113.6M
12.1%
+3.0%
2.17M
Sep 30, 2026