1
Morgan Stanley
$595.3M
<0.1%
-5.1%
5.73M
Jun 30, 2026
2
Bank of America
$550.1M
<0.1%
-7.7%
5.29M
Jun 30, 2026
3
LPL Financial
$543.3M
0.1%
-10.4%
5.23M
Jun 30, 2026
4
Mesirow Financial Investment Management
$275.2M
4.3%
-1.0%
2.65M
Jun 30, 2026
5
Raymond James Financial
$242.6M
0.1%
-13.0%
2.33M
Jun 30, 2026
6
Boulay Financial Advisors
$237.8M
22.0%
+3.0%
2.29M
Jun 30, 2026
7
Wells Fargo
$197.0M
<0.1%
-9.9%
1.90M
Jun 30, 2026
8
Jones Financial Companies
$140.3M
0.1%
-1.3%
1.36M
Jun 30, 2026
9
Cetera Investment Advisers
$119.9M
0.1%
-0.4%
1.15M
Jun 30, 2026
10
Commonwealth Equity Services
$117.5M
0.1%
-15.9%
1.13M
Jun 30, 2026
11
Southern Farm Bureau Life Insurance Filing dated Sep 30, 2026
$117.1M
10.8%
—
1.11M
Sep 30, 2026
12
Verde Capital Management Filing dated Sep 30, 2026
$98.1M
17.1%
+34.4%
928.0K
Sep 30, 2026
13
Provenance Wealth Advisors
$87.8M
8.4%
-2.5%
844.4K
Jun 30, 2026
14
Royal Bank of Canada
$87.7M
<0.1%
+1.2%
843.4K
Jun 30, 2026
15
UBS Group
$75.4M
<0.1%
-22.8%
724.9K
Jun 30, 2026
16
SFMG
$70.8M
4.3%
+1.4%
681.4K
Jun 30, 2026
17
Osaic Holdings
$66.3M
0.1%
-0.2%
637.3K
Jun 30, 2026
18
United Capital Financial Advisors
$64.2M
0.4%
+0.9%
617.0K
Jun 30, 2026
19
First Foundation Advisors
$61.7M
2.2%
-20.1%
593.9K
Jun 30, 2026
20
Kelman-Lazarov
$58.5M
7.7%
+0.3%
562.8K
Jun 30, 2026