1
Morgan Stanley
$2.94B
0.2%
+0.9%
20.08M
Jun 30, 2026
2
Bank of America
$1.02B
0.1%
-1.4%
7.00M
Jun 30, 2026
3
Envestnet Asset Management
$858.9M
0.2%
+1.6%
5.87M
Jun 30, 2026
4
Wells Fargo
$781.1M
0.1%
+3.9%
5.34M
Jun 30, 2026
5
First Command Advisory Services
$577.1M
3.4%
-0.2%
3.94M
Jun 30, 2026
6
LPL Financial
$399.1M
0.1%
+3.1%
2.73M
Jun 30, 2026
7
UBS Group
$398.0M
0.1%
-1.2%
2.72M
Jun 30, 2026
8
Ameriprise Financial
$373.5M
0.1%
-2.3%
2.54M
Jun 30, 2026
9
PNC Financial Services Group
$354.9M
0.2%
-0.4%
2.42M
Jun 30, 2026
10
Commonwealth Equity Services
$324.8M
0.4%
-1.6%
2.22M
Jun 30, 2026
11
Cassaday & Co. Wealth Management Filing dated Sep 30, 2026
$315.5M
5.6%
+2.2%
2.29M
Sep 30, 2026
12
Vantagepoint Investment Advisers Filing dated Sep 30, 2026
$309.6M
2.3%
+6.9%
2.25M
Sep 30, 2026
13
Jones Financial Companies
$282.9M
0.1%
-30.0%
2.00M
Jun 30, 2026
14
TIAA-CREF Individual & Institutional Services
$274.8M
0.9%
-4.9%
1.88M
Jun 30, 2026
15
Commerce Bank
$223.1M
1.0%
-5.8%
1.52M
Jun 30, 2026
16
Northwestern Mutual Wealth Management
$217.6M
0.1%
+5.0%
1.49M
Jun 30, 2026
17
US Bancorp \DE\
$198.2M
0.2%
-14.5%
1.35M
Jun 30, 2026
18
Envestnet Portfolio Solutions
$198.0M
0.9%
-17.9%
1.35M
Jun 30, 2026
19
Plante Moran Financial Advisors
$193.9M
9.0%
>999%
1.32M
Jun 30, 2026
20
Osaic Holdings
$186.1M
0.2%
+8.5%
1.27M
Jun 30, 2026