1
Prudential Financial
$3.26B
3.5%
-9.8%
39.75M
Jun 30, 2026
2
Focus Partners Wealth
$773.8M
0.8%
+1.1%
9.44M
Jun 30, 2026
3
Maseco Filing dated Sep 30, 2026
$592.9M
16.2%
-3.2%
7.14M
Sep 30, 2026
4
Root Financial Partners Filing dated Sep 30, 2026
$459.5M
15.4%
+6.4%
5.53M
Sep 30, 2026
5
Vise Technologies Filing dated Sep 30, 2026
$441.6M
3.7%
+9.9%
5.32M
Sep 30, 2026
6
Index Fund Advisors
$408.9M
16.2%
+0.8%
4.99M
Jun 30, 2026
7
Sax Wealth Advisors Filing dated Sep 30, 2026
$392.9M
11.2%
+11.3%
4.73M
Sep 30, 2026
8
Plancorp
$362.5M
8.8%
-0.7%
4.43M
Jun 30, 2026
9
Mercer Global Advisors
$322.0M
0.4%
+15.8%
3.93M
Jun 30, 2026
10
TCI Wealth Advisors
$313.8M
13.6%
+15.3%
3.83M
Jun 30, 2026
11
LPL Financial
$279.2M
0.1%
-7.0%
3.41M
Jun 30, 2026
12
Creative Planning
$272.1M
0.2%
-1.1%
3.32M
Jun 30, 2026
13
Great Waters Wealth Management Filing dated Sep 30, 2026
$258.6M
23.3%
+6.1%
3.11M
Sep 30, 2026
14
Focus Partners Advisor Solutions
$221.2M
1.9%
+6.4%
2.70M
Jun 30, 2026
15
Zhang Financial
$218.0M
6.4%
+5.0%
2.66M
Jun 30, 2026
16
Mariner
$214.5M
0.2%
-12.6%
2.62M
Jun 30, 2026
17
G2 Capital Management Filing dated Sep 30, 2026
$199.9M
45.3%
+2.3%
2.41M
Sep 30, 2026
18
Apella Capital Filing dated Sep 30, 2026
$182.5M
2.3%
-2.0%
2.16M
Sep 30, 2026
19
Smartleaf Asset Management
$151.6M
4.9%
—
1.87M
Jun 30, 2026
20
Bank of America
$145.2M
<0.1%
+4.8%
1.77M
Jun 30, 2026