1
LPL Financial
$781.9M
0.2%
+38.6%
7.17M
Jun 30, 2026
2
Financial Engines Advisors
$113.4M
0.2%
-4.1%
1.04M
Jun 30, 2026
3
Bank of America
$104.8M
<0.1%
-8.1%
960.1K
Jun 30, 2026
4
Cannon Financial Strategists Filing dated Sep 30, 2026
$100.8M
11.4%
-1.4%
987.0K
Sep 30, 2026
5
NorthRock Partners
$91.0M
1.3%
+4.5%
834.1K
Jun 30, 2026
6
Pacific Life Fund Advisors
$61.7M
6.8%
NEW
565.7K
Jun 30, 2026
7
Morgan Stanley
$60.7M
<0.1%
-0.0%
556.3K
Jun 30, 2026
8
Ameriprise Financial
$59.6M
<0.1%
-8.6%
545.1K
Jun 30, 2026
9
WCG Wealth Advisors
$40.1M
1.0%
-3.3%
367.9K
Jun 30, 2026
10
Creative Planning
$35.4M
<0.1%
-8.6%
324.4K
Jun 30, 2026
11
Equitable Holdings
$34.8M
0.2%
+6.1%
318.5K
Jun 30, 2026
12
Goelzer Investment Management Filing dated Sep 30, 2026
$32.5M
1.4%
-15.2%
317.7K
Sep 30, 2026
13
Rodgers & Associates Filing dated Sep 30, 2026
$32.3M
3.1%
-1.9%
316.6K
Sep 30, 2026
14
Fragasso Financial Advisors Filing dated Sep 30, 2026
$31.5M
1.6%
+0.2%
306.0K
Sep 30, 2026
15
Cerity Partners
$30.6M
<0.1%
-1.9%
280.7K
Jun 30, 2026
16
Focus Partners Wealth
$30.5M
<0.1%
+8.6%
279.9K
Jun 30, 2026
17
Dean, Jacobson Financial Services Filing dated Sep 30, 2026
$29.4M
16.2%
-0.3%
287.5K
Sep 30, 2026
18
Klingman & Associates Filing dated Sep 30, 2026
$28.5M
1.2%
-0.4%
278.8K
Sep 30, 2026
19
Brandywine Oak Private Wealth Filing dated Sep 30, 2026
$28.3M
2.1%
-0.3%
277.3K
Sep 30, 2026
20
Waverly Advisors
$25.2M
0.1%
-2.0%
230.7K
Jun 30, 2026