1
Truepoint
$568.9M
11.9%
+3.2%
13.48M
Jun 30, 2026
2
Prudential Financial
$543.5M
0.6%
+18.9%
12.88M
Jun 30, 2026
3
Factory Mutual Insurance
$426.1M
4.0%
+122.4%
10.09M
Jun 30, 2026
4
HB Wealth Management Filing dated Sep 30, 2026
$377.0M
1.9%
>999%
9.40M
Sep 30, 2026
5
Petersen Hastings Wealth Advisors Filing dated Sep 30, 2026
$208.5M
17.2%
+5.7%
5.20M
Sep 30, 2026
6
Apella Capital Filing dated Sep 30, 2026
$204.4M
2.6%
+9.0%
5.09M
Sep 30, 2026
7
True Link Financial Advisors Filing dated Sep 30, 2026
$186.4M
10.7%
+4.7%
4.65M
Sep 30, 2026
8
Acropolis Investment Management Filing dated Sep 30, 2026
$173.5M
7.0%
+6.3%
4.32M
Sep 30, 2026
9
Great Waters Wealth Management Filing dated Sep 30, 2026
$170.2M
15.3%
+10.7%
4.24M
Sep 30, 2026
10
Beacon Pointe Advisors
$164.5M
0.8%
+4.9%
3.90M
Jun 30, 2026
11
Vise Technologies Filing dated Sep 30, 2026
$159.7M
1.3%
+8.2%
3.98M
Sep 30, 2026
12
Root Financial Partners Filing dated Sep 30, 2026
$158.7M
5.3%
+3.2%
3.96M
Sep 30, 2026
13
Elser Financial Planning Filing dated Sep 30, 2026
$152.5M
6.7%
-14.0%
3.80M
Sep 30, 2026
14
OneDigital Investment Advisors
$146.7M
1.2%
+4.2%
3.48M
Jun 30, 2026
15
F/m Investments
$144.1M
7.3%
+12.4%
3.41M
Jun 30, 2026
16
Savant Capital
$143.5M
0.4%
-3.7%
3.40M
Jun 30, 2026
17
Beaird Harris Wealth Management
$139.1M
8.7%
+2.1%
3.30M
Jun 30, 2026
18
Phillips Financial Management Filing dated Sep 30, 2026
$119.4M
9.1%
+14.5%
2.98M
Sep 30, 2026
19
DiNuzzo Private Wealth Filing dated Sep 30, 2026
$117.6M
11.7%
+6.3%
2.93M
Sep 30, 2026
20
Allworth Financial
$108.7M
0.5%
-20.9%
2.58M
Jun 30, 2026