1
LPL Financial
$1.95B
0.4%
+11.9%
58.15M
Jun 30, 2026
2
American Family Investments
$489.5M
8.8%
+43.7%
14.63M
Jun 30, 2026
3
Envestnet Asset Management
$404.9M
0.1%
+4.9%
12.10M
Jun 30, 2026
4
Municipal Employees' Retirement System of Michigan
$397.5M
4.4%
+1.5%
11.88M
Jun 30, 2026
5
Morgan Stanley
$386.1M
<0.1%
+117.2%
11.54M
Jun 30, 2026
6
Creative Planning
$256.8M
0.1%
-3.8%
7.67M
Jun 30, 2026
7
Charles Schwab Investment Management
$250.4M
<0.1%
-60.9%
7.48M
Jun 30, 2026
8
D.A. Davidson & Co. Filing dated Sep 30, 2026
$233.9M
1.3%
+8.7%
7.25M
Sep 30, 2026
9
Wealth Management Nebraska Filing dated Sep 30, 2026
$228.2M
20.0%
+12.1%
7.07M
Sep 30, 2026
10
Waverly Advisors
$192.4M
1.1%
+6.5%
5.75M
Jun 30, 2026
11
Wells Fargo
$176.8M
<0.1%
+4.1%
5.28M
Jun 30, 2026
12
Raymond James Financial
$176.7M
<0.1%
+2.8%
5.28M
Jun 30, 2026
13
Assetmark Filing dated Sep 30, 2026
$164.4M
0.3%
-3.9%
5.09M
Sep 30, 2026
14
Cliftonlarsonallen Wealth Advisors Filing dated Sep 30, 2026
$153.8M
2.0%
+7.0%
4.76M
Sep 30, 2026
15
HighTower Advisors
$115.7M
0.1%
+2.4%
3.46M
Jun 30, 2026
16
Ameriprise Financial
$99.6M
<0.1%
-1.2%
2.98M
Jun 30, 2026
17
Castleark Management
$90.0M
2.4%
—
2.69M
Jun 30, 2026
18
Capital Analysts
$88.3M
2.0%
+4.6%
2.64M
Jun 30, 2026
19
Osaic Holdings
$82.9M
0.1%
+18.4%
2.48M
Jun 30, 2026
20
State of New Jersey Common Pension Fund D
$75.5M
0.3%
+66.4%
2.26M
Jun 30, 2026