1
Creative Planning
$764.6M
0.4%
-3.1%
21.09M
Jun 30, 2026
2
Financial Engines Advisors
$548.4M
1.0%
-2.7%
15.12M
Jun 30, 2026
3
HighTower Advisors
$343.6M
0.3%
-0.0%
9.47M
Jun 30, 2026
4
US Bancorp \DE\
$123.8M
0.1%
-6.3%
3.42M
Jun 30, 2026
5
Northwestern Mutual Wealth Management
$115.2M
0.1%
-5.7%
3.18M
Jun 30, 2026
6
SageView Advisory Group
$114.9M
3.8%
-5.8%
3.17M
Jun 30, 2026
7
Rakuten Investment Management
$105.9M
0.3%
-34.4%
2.95M
Jun 30, 2026
8
Rebalance Filing dated Sep 30, 2026
$85.7M
4.4%
+2.3%
2.35M
Sep 30, 2026
9
Jones Financial Companies
$84.1M
<0.1%
+11.6%
2.35M
Jun 30, 2026
10
Morgan Stanley
$83.0M
<0.1%
-5.9%
2.29M
Jun 30, 2026
11
Orgel Wealth Management Filing dated Sep 30, 2026
$82.9M
1.6%
+3.4%
2.27M
Sep 30, 2026
12
Mather Group Filing dated Sep 30, 2026
$78.2M
0.7%
+1.3%
2.15M
Sep 30, 2026
13
Moneta Group Investment Advisors
$70.4M
0.5%
+1.4%
1.94M
Jun 30, 2026
14
Krilogy Financial Filing dated Sep 30, 2026
$64.4M
1.8%
+0.9%
1.75M
Sep 30, 2026
15
Sanctuary Advisors
$63.9M
0.3%
-7.7%
1.76M
Jun 30, 2026
16
Charles Schwab Trust Filing dated Sep 30, 2026
$61.3M
3.5%
+1.9%
1.68M
Sep 30, 2026
17
Envestnet Asset Management
$56.7M
<0.1%
+2.7%
1.56M
Jun 30, 2026
18
JPMorgan Chase
$56.5M
<0.1%
-8.7%
1.57M
Jun 30, 2026
19
Fidelity (FMR)
$56.2M
<0.1%
-1.1%
1.55M
Jun 30, 2026
20
Mariner
$55.8M
0.1%
+1.0%
1.54M
Jun 30, 2026