1
Bank of America
$11.13B
0.7%
+2.9%
488.60M
Jun 30, 2026
2
JPMorgan Chase
$5.22B
0.3%
+6.7%
228.10M
Jun 30, 2026
3
Envestnet Asset Management
$3.81B
0.9%
+8.6%
167.20M
Jun 30, 2026
4
LPL Financial
$3.70B
0.8%
+15.4%
162.61M
Jun 30, 2026
5
Truist Financial
$1.75B
2.1%
+1.8%
76.61M
Jun 30, 2026
6
PNC Financial Services Group
$1.35B
0.7%
+8.7%
59.44M
Jun 30, 2026
7
Charles Schwab Investment Management
$1.19B
0.2%
+104.8%
52.28M
Jun 30, 2026
8
Morgan Stanley
$1.00B
0.1%
+7.2%
44.02M
Jun 30, 2026
9
Wealth Enhancement Advisory Services Filing dated Sep 30, 2026
$643.3M
1.0%
+13.9%
29.44M
Sep 30, 2026
10
TIAA Wealth Investment Management
$609.4M
4.1%
+4.1%
26.65M
Jun 30, 2026
11
Assetmark Filing dated Sep 30, 2026
$575.2M
1.0%
-4.1%
26.30M
Sep 30, 2026
12
BlackRock
$548.9M
<0.1%
+8.5%
24.10M
Jun 30, 2026
13
Allworth Financial
$476.6M
2.0%
-10.5%
20.92M
Jun 30, 2026
14
Fund Evaluation Group
$419.7M
11.3%
+2.4%
18.42M
Jun 30, 2026
15
TIAA-CREF Individual & Institutional Services
$360.4M
1.2%
+15.2%
15.82M
Jun 30, 2026
16
UBS Group
$260.3M
<0.1%
+21.1%
11.43M
Jun 30, 2026
17
Cetera Investment Advisers
$248.1M
0.2%
+7.4%
10.89M
Jun 30, 2026
18
Ameriprise Financial
$242.9M
<0.1%
+34.3%
10.61M
Jun 30, 2026
19
Morningstar Investment Management
$240.2M
14.8%
—
10.48M
Jun 30, 2026
20
United Capital Financial Advisors
$230.6M
1.3%
+2.0%
10.13M
Jun 30, 2026