1
Envestnet Asset Management
$8.31B
2.0%
+35.3%
180.01M
Jun 30, 2026
2
Jones Financial Companies
$4.05B
1.6%
+10.0%
87.51M
Jun 30, 2026
3
BlackRock
$3.79B
0.1%
+15.9%
82.04M
Jun 30, 2026
4
LPL Financial
$2.87B
0.6%
+31.5%
62.17M
Jun 30, 2026
5
Wells Fargo
$2.33B
0.4%
+1.8%
50.46M
Jun 30, 2026
6
Northwestern Mutual Wealth Management
$1.54B
0.8%
+10.2%
33.42M
Jun 30, 2026
7
Morgan Stanley
$1.43B
0.1%
+19.5%
31.04M
Jun 30, 2026
8
JPMorgan Chase
$1.05B
0.1%
+26.4%
22.63M
Jun 30, 2026
9
Mariner
$957.3M
1.0%
+9.5%
20.74M
Jun 30, 2026
10
Envestnet Portfolio Solutions
$781.7M
3.7%
+35.1%
16.94M
Jun 30, 2026
11
Park Avenue Securities Filing dated Sep 30, 2026
$692.1M
4.2%
+21.6%
15.70M
Sep 30, 2026
12
Bank of New York Mellon
$663.7M
0.1%
+31.0%
14.38M
Jun 30, 2026
13
Cetera Investment Advisers
$615.5M
0.6%
+32.8%
13.34M
Jun 30, 2026
14
Ameriprise Financial
$601.3M
0.1%
+13.0%
13.04M
Jun 30, 2026
15
MML Investors Services
$526.4M
1.1%
+57.0%
11.41M
Jun 30, 2026
16
Janney Montgomery Scott
$487.7M
0.9%
+37.0%
10.57M
Jun 30, 2026
17
OneDigital Investment Advisors
$391.2M
3.3%
+11.7%
8.48M
Jun 30, 2026
18
SigFig Wealth Management Filing dated Sep 30, 2026
$266.8M
6.7%
+10.0%
6.05M
Sep 30, 2026
19
Wealthspire Advisors
$253.0M
1.4%
+16.0%
5.48M
Jun 30, 2026
20
Raymond James Financial
$247.2M
0.1%
+8.5%
5.36M
Jun 30, 2026