1
Assetmark Filing dated Sep 30, 2026
$4.05B
6.8%
+3.1%
43.71M
Sep 30, 2026
2
Cassaday & Co. Wealth Management Filing dated Sep 30, 2026
$1.64B
29.0%
-6.0%
17.70M
Sep 30, 2026
3
Morgan Stanley
$1.16B
0.1%
+3.2%
13.16M
Jun 30, 2026
4
Bank of America
$883.6M
0.1%
-1.1%
10.05M
Jun 30, 2026
5
LPL Financial
$512.8M
0.1%
+1.0%
5.83M
Jun 30, 2026
6
UBS Group
$452.6M
0.1%
-0.8%
5.15M
Jun 30, 2026
7
Vantagepoint Investment Advisers Filing dated Sep 30, 2026
$397.9M
3.0%
—
4.30M
Sep 30, 2026
8
Captrust Financial Advisors
$369.0M
0.6%
-3.4%
4.20M
Jun 30, 2026
9
Ameriprise Financial
$341.6M
0.1%
-2.5%
3.89M
Jun 30, 2026
10
Merit Financial Group
$320.2M
2.0%
+34.3%
3.64M
Jun 30, 2026
11
Envestnet Asset Management
$312.4M
0.1%
-0.1%
3.55M
Jun 30, 2026
12
Wells Fargo
$287.5M
<0.1%
-12.7%
3.27M
Jun 30, 2026
13
Angeles Wealth Management Filing dated Sep 30, 2026
$269.9M
11.9%
+1.5%
2.91M
Sep 30, 2026
14
Cerity Partners
$262.4M
0.3%
+10.3%
2.98M
Jun 30, 2026
15
PNC Financial Services Group
$228.6M
0.1%
-2.2%
2.60M
Jun 30, 2026
16
Howard Capital Management Filing dated Sep 30, 2026
$210.6M
2.5%
—
2.27M
Sep 30, 2026
17
Royal Bank of Canada
$195.3M
<0.1%
-4.7%
2.22M
Jun 30, 2026
18
Raymond James Financial
$187.0M
0.1%
-2.0%
2.13M
Jun 30, 2026
19
Facet Wealth
$162.2M
2.3%
+13.0%
1.84M
Jun 30, 2026
20
Osaic Holdings
$129.8M
0.2%
+3.2%
1.48M
Jun 30, 2026