1
Wells Fargo
$3.89B
0.6%
-2.3%
27.44M
Jun 30, 2026
2
Northwestern Mutual Wealth Management
$991.5M
0.5%
-1.4%
6.99M
Jun 30, 2026
3
Betterment
$810.4M
1.4%
-1.0%
5.71M
Jun 30, 2026
4
Morgan Stanley
$715.1M
<0.1%
-9.6%
5.04M
Jun 30, 2026
5
LPL Financial
$456.9M
0.1%
-1.1%
3.22M
Jun 30, 2026
6
Envestnet Asset Management
$451.5M
0.1%
+18.8%
3.18M
Jun 30, 2026
7
Bank of America
$387.4M
<0.1%
-2.9%
2.73M
Jun 30, 2026
8
Signature Estate & Investment Advisors Filing dated Sep 30, 2026
$380.4M
6.7%
-10.4%
2.62M
Sep 30, 2026
9
SigFig Wealth Management Filing dated Sep 30, 2026
$287.6M
7.2%
-0.8%
1.98M
Sep 30, 2026
10
RiverFront Investment Group
$266.5M
3.5%
-5.5%
1.88M
Jun 30, 2026
11
Goldman Sachs Group
$235.5M
<0.1%
-6.3%
1.66M
Jun 30, 2026
12
HB Wealth Management Filing dated Sep 30, 2026
$199.4M
1.0%
+5.3%
1.38M
Sep 30, 2026
13
Raymond James Financial
$165.2M
<0.1%
-1.5%
1.16M
Jun 30, 2026
14
Glenview Trust Filing dated Sep 30, 2026
$164.3M
2.2%
-1.7%
1.13M
Sep 30, 2026
15
Cetera Investment Advisers
$145.4M
0.1%
+1.2%
1.03M
Jun 30, 2026
16
High Probability Advisors Filing dated Sep 30, 2026
$124.7M
14.0%
+3.9%
859.7K
Sep 30, 2026
17
SFMG
$123.5M
7.4%
+2.2%
870.5K
Jun 30, 2026
18
Financial Management Professionals Filing dated Sep 30, 2026
$115.5M
10.9%
+0.9%
796.3K
Sep 30, 2026
19
Riverpoint Wealth Management Holdings
$93.5M
17.2%
+1.9%
658.8K
Jun 30, 2026
20
OneDigital Investment Advisors
$92.2M
0.8%
+1.6%
649.8K
Jun 30, 2026