1
Mercer Global Advisors
$1.55B
1.9%
+7.9%
41.49M
Jun 30, 2026
2
Forum Financial Management Filing dated Sep 30, 2026
$627.8M
8.2%
+1.4%
16.69M
Sep 30, 2026
3
Evensky & Katz Filing dated Sep 30, 2026
$232.6M
12.2%
+1.5%
6.18M
Sep 30, 2026
4
Envestnet Asset Management
$222.1M
0.1%
+9.7%
5.96M
Jun 30, 2026
5
Apella Capital Filing dated Sep 30, 2026
$189.4M
2.4%
+6.3%
5.07M
Sep 30, 2026
6
JMG Financial Group
$185.3M
4.5%
+3.9%
4.97M
Jun 30, 2026
7
Greenspring Advisors
$167.5M
9.3%
+0.6%
4.49M
Jun 30, 2026
8
HighTower Advisors
$161.3M
0.2%
+0.3%
4.33M
Jun 30, 2026
9
RW Investment Management
$157.1M
13.8%
-0.4%
4.22M
Jun 30, 2026
10
Summit Financial Strategies Filing dated Sep 30, 2026
$152.1M
10.5%
+2.0%
4.04M
Sep 30, 2026
11
LPL Financial
$147.7M
<0.1%
+12.9%
3.96M
Jun 30, 2026
12
Plancorp
$145.5M
3.5%
+11.5%
3.90M
Jun 30, 2026
13
Awm Capital Filing dated Sep 30, 2026
$141.8M
10.0%
+3.6%
3.77M
Sep 30, 2026
14
Maseco Filing dated Sep 30, 2026
$141.4M
3.9%
+10.9%
3.76M
Sep 30, 2026
15
Cannon Financial Strategists Filing dated Sep 30, 2026
$136.6M
15.4%
+0.8%
3.63M
Sep 30, 2026
16
Focus Partners Wealth
$127.5M
0.1%
+7.2%
3.42M
Jun 30, 2026
17
Assetmark Filing dated Sep 30, 2026
$122.4M
0.2%
+3.9%
3.25M
Sep 30, 2026
18
Sageworth Trust
$118.6M
4.7%
-1.3%
3.18M
Jun 30, 2026
19
Park Avenue Securities Filing dated Sep 30, 2026
$117.2M
0.7%
+5.3%
3.12M
Sep 30, 2026
20
Symmetry Partners Filing dated Sep 30, 2026
$112.9M
5.8%
+0.6%
3.00M
Sep 30, 2026