1
Fidelity (FMR)
$243.5M
<0.1%
+39.9%
4.81M
Jun 30, 2026
2
UBS Group
$215.8M
<0.1%
-9.2%
4.27M
Jun 30, 2026
3
Foster Dykema Cabot & Partners
$213.9M
12.4%
+1.8%
4.23M
Jun 30, 2026
4
Bank of America
$197.6M
<0.1%
+5.0%
3.91M
Jun 30, 2026
5
LPL Financial
$193.5M
<0.1%
+13.3%
3.82M
Jun 30, 2026
6
Focus Partners Wealth
$159.0M
0.2%
>999%
3.14M
—
Jun 30, 2026
7
BOK Financial Private Wealth
$106.1M
5.4%
>999%
2.10M
Jun 30, 2026
8
Temasek Holdings (Private) Filing dated Sep 30, 2026
$99.5M
0.3%
—
1.97M
Sep 30, 2026
9
Royal Bank of Canada
$94.3M
<0.1%
+11.6%
1.86M
Jun 30, 2026
10
Wealth Enhancement Advisory Services Filing dated Sep 30, 2026
$91.8M
0.1%
-6.3%
1.83M
Sep 30, 2026
11
Donaldson Capital Management
$86.4M
2.5%
-11.3%
1.71M
Jun 30, 2026
12
Raymond James Financial
$69.7M
<0.1%
+3.5%
1.38M
Jun 30, 2026
13
Iron Gate Global Advisors
$69.2M
6.7%
+16.1%
1.37M
Jun 30, 2026
14
Winthrop Advisory Group Filing dated Sep 30, 2026
$68.6M
4.3%
-0.0%
1.36M
Sep 30, 2026
15
Foster Group Filing dated Sep 30, 2026
$62.3M
1.7%
+4.7%
1.24M
Sep 30, 2026
16
Summit Financial
$60.8M
0.7%
>999%
1.20M
Jun 30, 2026
17
Acorns Advisers
$54.4M
0.4%
+1.1%
1.07M
Jun 30, 2026
18
Diversified Portfolios
$54.3M
3.9%
-2.6%
1.07M
Jun 30, 2026
19
BlackRock
$52.6M
<0.1%
-29.7%
1.04M
Jun 30, 2026
20
Mariner
$47.8M
0.1%
-2.7%
944.3K
Jun 30, 2026