1
Morgan Stanley
$434.6M
<0.1%
-0.9%
3.18M
Jun 30, 2026
2
Bank of America
$433.9M
<0.1%
+0.8%
3.17M
Jun 30, 2026
3
Fidelity (FMR)
$226.7M
<0.1%
+1.6%
1.66M
Jun 30, 2026
4
Wells Fargo
$208.4M
<0.1%
+6.4%
1.52M
Jun 30, 2026
5
UBS Group
$129.4M
<0.1%
-13.4%
946.5K
Jun 30, 2026
6
LPL Financial
$119.1M
<0.1%
+0.2%
871.2K
Jun 30, 2026
7
Prime Capital Investment Advisors Filing dated Sep 30, 2026
$94.1M
0.9%
-2.9%
734.7K
Sep 30, 2026
8
Modera Wealth Management Filing dated Sep 30, 2026
$88.1M
0.9%
-1.4%
687.9K
Sep 30, 2026
9
Envestnet Asset Management
$77.8M
<0.1%
-3.4%
569.4K
Jun 30, 2026
10
M&T Bank
$74.4M
0.2%
-2.7%
544.2K
Jun 30, 2026
11
PNC Financial Services Group
$72.9M
<0.1%
-3.8%
533.5K
Jun 30, 2026
12
Royal Bank of Canada
$65.1M
<0.1%
-13.6%
476.1K
Jun 30, 2026
13
Commonwealth Equity Services
$63.7M
0.1%
-1.6%
465.9K
Jun 30, 2026
14
Ameriprise Financial
$57.9M
<0.1%
-50.3%
420.9K
Jun 30, 2026
15
Savant Capital
$57.6M
0.2%
+187.9%
414.3K
Jun 30, 2026
16
Raymond James Financial
$55.0M
<0.1%
+0.7%
402.7K
Jun 30, 2026
17
HighTower Advisors
$53.6M
0.1%
-22.2%
392.0K
Jun 30, 2026
18
Jones Financial Companies
$51.7M
<0.1%
+0.8%
377.6K
Jun 30, 2026
19
Northwestern Mutual Wealth Management
$50.0M
<0.1%
-2.6%
366.1K
Jun 30, 2026
20
Osaic Holdings
$47.5M
0.1%
+25.3%
347.4K
Jun 30, 2026