1
Envestnet Asset Management $922.1M
0.2%
-0.8% 3.37M
Jun 30, 2026
2
Bank of America $418.6M
<0.1%
-2.0% 1.53M
Jun 30, 2026
3
New York Life Investment Management $199.9M
1.4%
-1.9% 730.6K
Jun 30, 2026
4
Vantagepoint Investment Advisers Filing dated Sep 30, 2026
$176.5M
1.3%
-0.8% 625.2K
Sep 30, 2026
5
Morgan Stanley $161.2M
<0.1%
-0.9% 589.1K
Jun 30, 2026
6
Wells Fargo $156.2M
<0.1%
-2.3% 570.9K
Jun 30, 2026
7
Leavell Investment Management $138.8M
5.1%
+0.6% 507.3K
Jun 30, 2026
8
UBS Group $125.8M
<0.1%
-1.1% 459.7K
Jun 30, 2026
9
Procyon Advisors Filing dated Sep 30, 2026
$124.9M
5.3%
+0.3% 442.6K
Sep 30, 2026
10
LPL Financial $122.1M
<0.1%
-4.2% 446.2K
Jun 30, 2026
11
PNC Financial Services Group $118.9M
0.1%
-0.7% 434.7K
Jun 30, 2026
12
Ameriprise Financial $99.8M
<0.1%
-5.8% 364.8K
Jun 30, 2026
13
Raymond James Financial $94.0M
<0.1%
-1.6% 343.5K
Jun 30, 2026
14
Cetera Investment Advisers $81.9M
0.1%
+2.6% 299.4K
Jun 30, 2026
15
Northwestern Mutual Wealth Management $78.8M
<0.1%
+3.0% 288.0K
Jun 30, 2026
16
Summit Wealth & Retirement Planning $59.4M
12.6%
+0.8% 217.2K
Jun 30, 2026
17
Apella Capital Filing dated Sep 30, 2026
$58.9M
0.7%
-3.3% 204.5K
Sep 30, 2026
18
Verus Financial Partners Filing dated Sep 30, 2026
$56.8M
4.8%
-0.2% 201.1K
Sep 30, 2026
19
Captrust Financial Advisors $52.3M
0.1%
-0.6% 191.1K
Jun 30, 2026
20
Forvis Mazars Wealth Advisors Filing dated Sep 30, 2026
$49.1M
0.8%
+0.3% 173.7K
Sep 30, 2026