1
Northwestern Mutual Wealth Management
$4.62B
2.5%
+6.1%
101.66M
Jun 30, 2026
2
Morgan Stanley
$1.67B
0.1%
+3.7%
36.82M
Jun 30, 2026
3
Bank of America
$716.0M
<0.1%
+7.0%
15.74M
Jun 30, 2026
4
Fidelity (FMR)
$696.3M
<0.1%
+5.7%
15.31M
Jun 30, 2026
5
JPMorgan Chase
$638.6M
<0.1%
+5.6%
13.98M
Jun 30, 2026
6
LPL Financial
$593.4M
0.1%
+22.7%
13.05M
Jun 30, 2026
7
Dynasty Wealth Management
$499.0M
3.7%
+7.4%
10.97M
Jun 30, 2026
8
Raymond James Financial
$410.2M
0.1%
+15.1%
9.02M
Jun 30, 2026
9
Modern Wealth Management
$368.9M
4.4%
+61.7%
8.11M
Jun 30, 2026
10
Envestnet Asset Management
$366.6M
0.1%
+7.9%
8.06M
Jun 30, 2026
11
Cetera Investment Advisers
$331.9M
0.3%
+7.3%
7.30M
Jun 30, 2026
12
Country Trust Bank
$312.0M
5.5%
+1.7%
6.86M
Jun 30, 2026
13
UBS Group
$307.1M
<0.1%
+8.4%
6.75M
Jun 30, 2026
14
Quotient Wealth Partners
$306.1M
7.2%
+3.5%
6.73M
Jun 30, 2026
15
Sax Wealth Advisors Filing dated Sep 30, 2026
$291.3M
8.3%
+49.8%
6.73M
Sep 30, 2026
16
Osaic Holdings
$249.9M
0.3%
+19.2%
5.49M
Jun 30, 2026
17
Commonwealth Equity Services
$232.6M
0.3%
+4.7%
5.11M
Jun 30, 2026
18
Royal Bank of Canada
$200.0M
<0.1%
+4.9%
4.40M
Jun 30, 2026
19
Legacy Wealth Management Filing dated Sep 30, 2026
$197.4M
10.4%
-17.0%
4.56M
Sep 30, 2026
20
Ritholtz Wealth Management
$185.0M
2.8%
+1.5%
4.07M
Jun 30, 2026