1
UBS Group
$172.7M
<0.1%
+2.1%
2.58M
Jun 30, 2026
2
Morgan Stanley
$147.7M
<0.1%
-1.1%
2.20M
Jun 30, 2026
3
Bank of America
$102.3M
<0.1%
-0.1%
1.53M
Jun 30, 2026
4
LPL Financial
$99.3M
<0.1%
+5.0%
1.48M
Jun 30, 2026
5
PGIM Custom Harvest
$70.7M
0.9%
-1.3%
1.05M
Jun 30, 2026
6
Northwestern Mutual Wealth Management
$69.0M
<0.1%
+2.6%
1.03M
Jun 30, 2026
7
Wells Fargo
$61.3M
<0.1%
-12.6%
915.1K
Jun 30, 2026
8
Royal Bank of Canada
$56.9M
<0.1%
-5.6%
849.7K
Jun 30, 2026
9
Raymond James Financial
$50.7M
<0.1%
+12.6%
756.3K
Jun 30, 2026
10
Oakworth Capital Filing dated Sep 30, 2026
$43.6M
2.1%
+0.0%
609.9K
Sep 30, 2026
11
Goldman Sachs Group
$39.5M
<0.1%
-15.0%
590.1K
Jun 30, 2026
12
Kestra Advisory Services
$28.2M
0.1%
-0.2%
420.5K
Jun 30, 2026
13
Osaic Holdings
$25.1M
<0.1%
-0.6%
373.9K
Jun 30, 2026
14
Commonwealth Equity Services
$21.6M
<0.1%
-7.8%
322.8K
Jun 30, 2026
15
Ameriprise Financial
$18.7M
<0.1%
+2.4%
279.0K
Jun 30, 2026
16
HighTower Advisors
$18.0M
<0.1%
-6.7%
268.7K
Jun 30, 2026
17
Jones Financial Companies
$13.0M
<0.1%
+8.5%
192.1K
Jun 30, 2026
18
Park Avenue Securities Filing dated Sep 30, 2026
$13.0M
0.1%
+4.4%
181.4K
Sep 30, 2026
19
Concurrent Investment Advisors Filing dated Sep 30, 2026
$12.7M
0.1%
+8.1%
177.0K
Sep 30, 2026
20
Cetera Investment Advisers
$12.3M
<0.1%
-11.0%
183.4K
Jun 30, 2026