1
JPMorgan Chase
$614.1M
<0.1%
-5.7%
12.12M
Jun 30, 2026
2
LPL Financial
$343.1M
0.1%
+9.1%
6.77M
Jun 30, 2026
3
Northwestern Mutual Wealth Management
$266.6M
0.1%
+10.3%
5.26M
Jun 30, 2026
4
Meeder Advisory Services
$222.4M
8.1%
+3.0%
4.39M
Jun 30, 2026
5
Cetera Investment Advisers
$207.1M
0.2%
+12.5%
4.09M
Jun 30, 2026
6
Ameriprise Financial
$165.0M
<0.1%
+13.3%
3.26M
Jun 30, 2026
7
Jones Financial Companies
$158.2M
0.1%
+120.1%
3.12M
Jun 30, 2026
8
Bank of America
$150.4M
<0.1%
+8.5%
2.97M
Jun 30, 2026
9
Envestnet Asset Management
$110.8M
<0.1%
+14.3%
2.19M
Jun 30, 2026
10
Wealth Enhancement Advisory Services Filing dated Sep 30, 2026
$100.7M
0.1%
-19.2%
2.12M
Sep 30, 2026
11
Raymond James Financial
$90.6M
<0.1%
+2.9%
1.79M
Jun 30, 2026
12
Captrust Financial Advisors
$76.6M
0.1%
+18.0%
1.51M
Jun 30, 2026
13
Avantax Planning Partners
$67.6M
1.7%
+7.6%
1.34M
Jun 30, 2026
14
Morgan Stanley
$63.7M
<0.1%
+7.9%
1.26M
Jun 30, 2026
15
Forvis Mazars Wealth Advisors Filing dated Sep 30, 2026
$62.7M
1.0%
+5.0%
1.32M
Sep 30, 2026
16
Dynasty Wealth Management
$58.1M
0.4%
+43.8%
1.15M
Jun 30, 2026
17
1900 Wealth Management Filing dated Sep 30, 2026
$55.9M
3.0%
-13.1%
1.17M
Sep 30, 2026
18
Osaic Holdings
$54.6M
0.1%
+10.3%
1.08M
Jun 30, 2026
19
Integrated Wealth Concepts
$52.4M
0.3%
+3.1%
1.04M
Jun 30, 2026
20
Rockefeller Capital Management
$50.3M
0.1%
+13.1%
993.0K
Jun 30, 2026