1
Bank of America
$1.37B
0.1%
+1.0%
6.19M
Jun 30, 2026
2
Morgan Stanley
$937.6M
0.1%
-2.8%
4.24M
Jun 30, 2026
3
Envestnet Asset Management
$473.0M
0.1%
-0.3%
2.14M
Jun 30, 2026
4
TIAA Wealth Investment Management
$330.9M
2.2%
-3.2%
1.50M
Jun 30, 2026
5
D.A. Davidson & Co. Filing dated Sep 30, 2026
$270.1M
1.5%
+0.6%
1.29M
Sep 30, 2026
6
TIAA-CREF Individual & Institutional Services
$269.6M
0.9%
+1.5%
1.22M
Jun 30, 2026
7
M&T Bank
$265.0M
0.8%
+16.0%
1.20M
Jun 30, 2026
8
LPL Financial
$258.0M
0.1%
+9.8%
1.17M
Jun 30, 2026
9
PNC Financial Services Group
$241.3M
0.1%
-0.9%
1.09M
Jun 30, 2026
10
Vaughan Nelson Investment Management
$194.0M
1.7%
-20.9%
877.0K
Jun 30, 2026
11
Wells Fargo
$191.6M
<0.1%
-1.2%
866.1K
Jun 30, 2026
12
HSBC Holdings
$190.8M
0.1%
+0.4%
862.7K
Jun 30, 2026
13
UBS Group
$169.6M
<0.1%
-8.7%
766.6K
Jun 30, 2026
14
Commonwealth Equity Services
$167.4M
0.2%
-4.6%
756.7K
Jun 30, 2026
15
Goldman Sachs Group
$154.0M
<0.1%
-4.3%
696.1K
Jun 30, 2026
16
Betterment
$143.1M
0.2%
-3.8%
646.9K
Jun 30, 2026
17
Cassaday & Co. Wealth Management Filing dated Sep 30, 2026
$136.8M
2.4%
-0.2%
653.2K
Sep 30, 2026
18
Northern Trust
$132.7M
<0.1%
-1.3%
599.9K
Jun 30, 2026
19
Royal Bank of Canada
$108.6M
<0.1%
-11.4%
491.0K
Jun 30, 2026
20
Bailard Filing dated Sep 30, 2026
$103.2M
2.1%
+1.4%
492.6K
Sep 30, 2026