1
JPMorgan Chase
$4.97B
0.3%
-2.0%
98.26M
Jun 30, 2026
2
Morgan Stanley
$3.21B
0.2%
+3.7%
63.41M
Jun 30, 2026
3
LPL Financial
$1.01B
0.2%
+0.5%
19.99M
Jun 30, 2026
4
Bank of America
$916.8M
0.1%
+11.9%
18.13M
Jun 30, 2026
5
Betterment
$695.8M
1.2%
+0.8%
13.76M
Jun 30, 2026
6
Fidelity (FMR)
$646.9M
<0.1%
+49.3%
12.79M
Jun 30, 2026
7
Charles Schwab Investment Management
$607.1M
0.1%
+3.2%
12.01M
Jun 30, 2026
8
Wells Fargo
$598.5M
0.1%
-0.6%
11.84M
Jun 30, 2026
9
HB Wealth Management Filing dated Sep 30, 2026
$516.7M
2.6%
+2.4%
10.31M
Sep 30, 2026
10
UBS Group
$499.7M
0.1%
-8.6%
9.88M
Jun 30, 2026
11
Raymond James Financial
$309.0M
0.1%
-8.4%
6.11M
Jun 30, 2026
12
Temasek Holdings (Private) Filing dated Sep 30, 2026
$298.2M
0.8%
—
5.92M
Sep 30, 2026
13
Cerity Partners
$275.5M
0.3%
+5.0%
5.45M
Jun 30, 2026
14
Royal Bank of Canada
$267.6M
<0.1%
-1.5%
5.29M
Jun 30, 2026
15
Foster Dykema Cabot & Partners
$244.3M
14.2%
+1.5%
4.83M
Jun 30, 2026
16
Envestnet Asset Management
$216.9M
0.1%
-22.7%
4.29M
Jun 30, 2026
17
Cetera Investment Advisers
$206.9M
0.2%
+21.1%
4.09M
Jun 30, 2026
18
Wealth Enhancement Advisory Services Filing dated Sep 30, 2026
$188.6M
0.3%
-3.4%
3.75M
Sep 30, 2026
19
Northwestern Mutual Wealth Management
$184.5M
0.1%
+7.2%
3.65M
Jun 30, 2026
20
Assetmark Filing dated Sep 30, 2026
$161.7M
0.3%
+80.5%
3.21M
Sep 30, 2026