1
BlackRock
$4.52B
0.1%
+4.7%
44.25M
Jun 30, 2026
2
Betterment
$465.2M
0.8%
+1.5%
4.55M
Jun 30, 2026
3
LPL Financial
$422.3M
0.1%
+32.3%
4.13M
Jun 30, 2026
4
Modera Wealth Management Filing dated Sep 30, 2026
$267.5M
2.8%
+5.0%
2.68M
Sep 30, 2026
5
Ritholtz Wealth Management
$257.7M
3.8%
+4.7%
2.52M
Jun 30, 2026
6
Morgan Stanley
$229.9M
<0.1%
+26.0%
2.25M
Jun 30, 2026
7
Envestnet Asset Management
$203.9M
<0.1%
+77.4%
2.00M
Jun 30, 2026
8
Coldstream Capital Management
$190.0M
2.4%
+28.0%
1.86M
Jun 30, 2026
9
Bank of America
$158.7M
<0.1%
+16.5%
1.55M
Jun 30, 2026
10
Adventist Health System Sunbelt Healthcare
$154.4M
4.9%
-3.1%
1.51M
Jun 30, 2026
11
Wealthcare Advisory Partners Filing dated Sep 30, 2026
$148.7M
2.5%
+12.8%
1.49M
Sep 30, 2026
12
Cetera Investment Advisers
$146.8M
0.1%
+216.9%
1.44M
Jun 30, 2026
13
Farther Finance Advisors Filing dated Sep 30, 2026
$127.4M
0.9%
+14.3%
1.28M
Sep 30, 2026
14
O'Shaughnessy Asset Management
$124.0M
0.6%
+4.3%
1.21M
Jun 30, 2026
15
Ameriprise Financial
$113.2M
<0.1%
+13.9%
1.11M
Jun 30, 2026
16
JPMorgan Chase
$111.1M
<0.1%
+15.3%
1.09M
Jun 30, 2026
17
Partners Capital Investment Group
$103.7M
3.7%
+3.2%
1.01M
Jun 30, 2026
18
SCS Capital Management
$101.1M
1.0%
+2.2%
989.8K
Jun 30, 2026
19
Flputnam Investment Management
$98.6M
1.2%
+3.1%
964.7K
Jun 30, 2026
20
Wealthcare Capital Management Filing dated Sep 30, 2026
$95.4M
10.5%
+2.0%
957.1K
Sep 30, 2026