1
Envestnet Asset Management
$1.97B
0.5%
-14.3%
19.65M
Jun 30, 2026
2
Forum Financial Management Filing dated Sep 30, 2026
$945.0M
12.3%
+5.9%
10.25M
Sep 30, 2026
3
Bank of America
$708.1M
<0.1%
-12.7%
7.06M
Jun 30, 2026
4
LPL Financial
$673.5M
0.2%
-18.2%
6.71M
Jun 30, 2026
5
BlackRock
$472.7M
<0.1%
+2.3%
4.71M
Jun 30, 2026
6
Morgan Stanley
$355.3M
<0.1%
-6.1%
3.54M
Jun 30, 2026
7
JPMorgan Chase
$353.6M
<0.1%
-14.7%
3.49M
Jun 30, 2026
8
Truist Financial
$301.3M
0.4%
+176.7%
3.00M
Jun 30, 2026
9
Ameriprise Financial
$246.0M
0.1%
+2.5%
2.46M
Jun 30, 2026
10
Assetmark Filing dated Sep 30, 2026
$243.9M
0.4%
+8.2%
2.65M
Sep 30, 2026
11
Envestnet Portfolio Solutions
$229.6M
1.1%
-23.9%
2.29M
Jun 30, 2026
12
Dynasty Wealth Management
$205.7M
1.5%
+11.7%
2.05M
Jun 30, 2026
13
Stifel Financial
$175.3M
0.1%
+19.0%
1.75M
Jun 30, 2026
14
Mather Group Filing dated Sep 30, 2026
$171.2M
1.5%
+20.8%
1.86M
Sep 30, 2026
15
Cetera Investment Advisers
$166.8M
0.2%
-21.1%
1.66M
Jun 30, 2026
16
Wells Fargo
$166.7M
<0.1%
-3.7%
1.66M
Jun 30, 2026
17
RiverFront Investment Group
$133.0M
1.8%
+0.3%
1.32M
Jun 30, 2026
18
Park Avenue Securities Filing dated Sep 30, 2026
$128.6M
0.8%
+2.1%
1.40M
Sep 30, 2026
19
Janney Montgomery Scott
$122.4M
0.2%
-18.2%
1.22M
Jun 30, 2026
20
Peavine Capital Filing dated Sep 30, 2026
$120.9M
26.5%
NEW
1.31M
Sep 30, 2026