1
Bank of America
$589.6M
<0.1%
-1.7%
10.91M
Jun 30, 2026
2
Ameriprise Financial
$428.8M
0.1%
+4.2%
7.91M
Jun 30, 2026
3
PNC Financial Services Group
$261.8M
0.1%
-4.9%
4.85M
Jun 30, 2026
4
Envestnet Asset Management
$258.6M
0.1%
-0.8%
4.79M
Jun 30, 2026
5
Waverly Advisors
$193.3M
1.1%
-2.2%
3.58M
Jun 30, 2026
6
Mariner
$163.6M
0.2%
+1.5%
3.03M
Jun 30, 2026
7
LPL Financial
$162.1M
<0.1%
+7.2%
3.00M
Jun 30, 2026
8
Commonwealth Equity Services
$146.8M
0.2%
+7.2%
2.72M
Jun 30, 2026
9
D.A. Davidson & Co. Filing dated Sep 30, 2026
$122.1M
0.7%
+3.1%
2.24M
Sep 30, 2026
10
Wells Fargo
$121.3M
<0.1%
+9.1%
2.24M
Jun 30, 2026
11
Morgan Stanley
$115.1M
<0.1%
+0.3%
2.13M
Jun 30, 2026
12
Arbor Investment Advisors Filing dated Sep 30, 2026
$114.9M
13.1%
+2.8%
2.11M
Sep 30, 2026
13
Linscomb Wealth
$104.3M
4.5%
-2.3%
1.93M
Jun 30, 2026
14
CI Investments
$86.2M
0.3%
NEW
1.59M
Jun 30, 2026
15
Focus Partners Wealth
$86.0M
0.1%
-6.8%
1.59M
Jun 30, 2026
16
Northwestern Mutual Wealth Management
$85.4M
<0.1%
-18.2%
1.58M
Jun 30, 2026
17
Berman McAleer Filing dated Sep 30, 2026
$84.1M
9.8%
-0.9%
1.54M
Sep 30, 2026
18
Raymond James Financial
$83.2M
<0.1%
+2.4%
1.54M
Jun 30, 2026
19
Invesco
$80.0M
<0.1%
—
1.48M
—
Jun 30, 2026
20
Pinnacle Financial Partners
$69.3M
0.5%
+1.4%
1.28M
Jun 30, 2026