1
Bank of America
$235.5M
<0.1%
+10.4%
4.62M
Jun 30, 2026
2
HB Wealth Management Filing dated Sep 30, 2026
$216.2M
1.1%
+30.9%
4.28M
Sep 30, 2026
3
Northwestern Mutual Wealth Management
$195.5M
0.1%
-1.1%
3.83M
Jun 30, 2026
4
LPL Financial
$157.1M
<0.1%
+0.0%
3.08M
Jun 30, 2026
5
Wells Fargo
$80.4M
<0.1%
+1.6%
1.58M
Jun 30, 2026
6
Bank of New York Mellon
$79.7M
<0.1%
+23.8%
1.56M
Jun 30, 2026
7
Fidelity (FMR)
$70.4M
<0.1%
-0.1%
1.38M
Jun 30, 2026
8
Resonant Capital Advisors Filing dated Sep 30, 2026
$67.7M
3.2%
-27.4%
1.34M
Sep 30, 2026
9
Salomon & Ludwin
$61.2M
5.0%
+1.0%
1.20M
Jun 30, 2026
10
JPMorgan Chase
$61.2M
<0.1%
+21.7%
1.20M
Jun 30, 2026
11
UBS Group
$55.1M
<0.1%
+4.4%
1.08M
Jun 30, 2026
12
Raymond James Financial
$49.0M
<0.1%
+1.9%
960.5K
Jun 30, 2026
13
Weatherly Asset Management Filing dated Sep 30, 2026
$38.8M
2.7%
+5.6%
768.2K
Sep 30, 2026
14
AlphaCore Capital
$38.1M
0.7%
-2.9%
747.0K
Jun 30, 2026
15
Osaic Holdings
$36.6M
<0.1%
-0.5%
716.9K
Jun 30, 2026
16
Royal Bank of Canada
$36.2M
<0.1%
+10.2%
710.3K
Jun 30, 2026
17
Bridgewater Advisors
$34.5M
1.9%
+8.2%
678.8K
Jun 30, 2026
18
CWA Asset Management Group Filing dated Sep 30, 2026
$34.1M
1.0%
+12.3%
675.2K
Sep 30, 2026
19
NorthRock Partners
$33.8M
0.5%
-55.6%
662.9K
Jun 30, 2026
20
Corient Private Wealth
$32.1M
<0.1%
-28.7%
630.1K
Jun 30, 2026