1
LPL Financial
$1.06B
0.2%
+6.3%
8.86M
Jun 30, 2026
2
Financial Engines Advisors
$126.5M
0.2%
-2.9%
1.06M
Jun 30, 2026
3
Bank of America
$111.9M
<0.1%
-5.0%
939.7K
Jun 30, 2026
4
Morgan Stanley
$105.1M
<0.1%
-4.4%
882.6K
Jun 30, 2026
5
Ameriprise Financial
$96.0M
<0.1%
-5.0%
804.1K
Jun 30, 2026
6
NorthRock Partners
$87.3M
1.3%
+7.3%
732.4K
Jun 30, 2026
7
Savant Capital
$67.5M
0.2%
+99.2%
626.2K
Jun 30, 2026
8
Cetera Investment Advisers
$61.7M
0.1%
+9.3%
518.2K
Jun 30, 2026
9
Everhart Financial Group Filing dated Sep 30, 2026
$60.8M
3.7%
+5.4%
568.0K
Sep 30, 2026
10
Diversified Enterprises Filing dated Sep 30, 2026
$60.7M
2.8%
+2.3%
567.3K
Sep 30, 2026
11
WCG Wealth Advisors
$48.1M
1.1%
-6.9%
403.8K
Jun 30, 2026
12
FAS Wealth Partners
$45.3M
2.4%
+10.9%
380.3K
Jun 30, 2026
13
Rodgers & Associates Filing dated Sep 30, 2026
$42.5M
4.0%
-1.6%
397.1K
Sep 30, 2026
14
Avantax Planning Partners
$42.0M
1.0%
+5.7%
352.5K
Jun 30, 2026
15
Raymond James Financial
$37.8M
<0.1%
+7.3%
317.7K
Jun 30, 2026
16
Krilogy Financial Filing dated Sep 30, 2026
$37.2M
1.0%
-2.6%
343.1K
Sep 30, 2026
17
HighTower Advisors
$35.8M
<0.1%
-4.4%
300.7K
Jun 30, 2026
18
Pacific Life Fund Advisors
$34.1M
3.8%
NEW
286.6K
Jun 30, 2026
19
UBS Group
$33.6M
<0.1%
-14.1%
281.8K
Jun 30, 2026
20
Osaic Holdings
$32.6M
<0.1%
-4.0%
273.2K
Jun 30, 2026