1
Forum Financial Management Filing dated Sep 30, 2026
$631.8M
8.2%
+0.9%
15.91M
Sep 30, 2026
2
Focus Partners Wealth
$402.3M
0.4%
+9.8%
9.90M
Jun 30, 2026
3
Focus Partners Advisor Solutions
$358.6M
3.0%
+14.6%
8.82M
Jun 30, 2026
4
Sequoia Financial Advisors
$215.4M
1.1%
-0.9%
5.30M
Jun 30, 2026
5
Truepoint
$201.7M
4.2%
-6.1%
4.96M
Jun 30, 2026
6
Savant Capital
$177.8M
0.5%
+3.5%
4.38M
Jun 30, 2026
7
HBK Sorce Advisory
$131.2M
2.5%
+3.2%
3.35M
Jun 30, 2026
8
Forvis Mazars Wealth Advisors Filing dated Sep 30, 2026
$130.5M
2.1%
+2.4%
3.29M
Sep 30, 2026
9
HighTower Advisors
$129.7M
0.1%
-0.9%
3.19M
Jun 30, 2026
10
Parcion Private Wealth Filing dated Sep 30, 2026
$102.1M
5.5%
-1.3%
2.57M
Sep 30, 2026
11
Asset Dedication
$100.1M
6.3%
-0.9%
2.46M
Jun 30, 2026
12
Corient Private Wealth
$95.1M
0.1%
-66.7%
2.34M
Jun 30, 2026
13
JMG Financial Group
$94.8M
2.3%
+0.9%
2.33M
Jun 30, 2026
14
Maseco Filing dated Sep 30, 2026
$93.1M
2.5%
+1.7%
2.35M
Sep 30, 2026
15
Greenspring Advisors
$92.5M
5.1%
-1.7%
2.28M
Jun 30, 2026
16
LPL Financial
$92.1M
<0.1%
+10.2%
2.27M
Jun 30, 2026
17
Evensky & Katz Filing dated Sep 30, 2026
$91.4M
4.8%
+0.7%
2.30M
Sep 30, 2026
18
Rockwood Wealth Management Filing dated Sep 30, 2026
$84.1M
5.1%
-1.8%
2.12M
Sep 30, 2026
19
Awm Capital Filing dated Sep 30, 2026
$80.8M
5.7%
+6.6%
2.03M
Sep 30, 2026
20
RW Investment Management
$79.4M
7.0%
-1.0%
1.95M
Jun 30, 2026