1
Bank of America
$651.9M
<0.1%
+5.7%
1.64M
Jun 30, 2026
2
Morgan Stanley
$169.1M
<0.1%
+2.3%
426.3K
Jun 30, 2026
3
JPMorgan Chase
$165.6M
<0.1%
-3.3%
419.0K
Jun 30, 2026
4
PGIM Custom Harvest
$161.5M
2.0%
+2.8%
407.2K
Jun 30, 2026
5
UBS Group
$135.7M
<0.1%
+0.3%
342.1K
Jun 30, 2026
6
Wells Fargo
$128.1M
<0.1%
-4.5%
323.1K
Jun 30, 2026
7
LPL Financial
$80.6M
<0.1%
-7.7%
203.1K
Jun 30, 2026
8
Northwestern Mutual Wealth Management
$73.2M
<0.1%
+0.6%
184.6K
Jun 30, 2026
9
Foundations Investment Advisors
$64.0M
0.7%
>999%
161.3K
Jun 30, 2026
10
Raymond James Financial
$57.0M
<0.1%
+8.1%
143.8K
Jun 30, 2026
11
Beacon Capital Management Filing dated Sep 30, 2026
$56.9M
3.6%
-2.8%
155.9K
Sep 30, 2026
12
Envestnet Asset Management
$47.4M
<0.1%
-2.2%
119.6K
Jun 30, 2026
13
Stifel Financial
$44.8M
<0.1%
-0.1%
112.8K
Jun 30, 2026
14
Lido Advisors
$35.5M
0.1%
+1.6%
89.6K
Jun 30, 2026
15
Rockefeller Capital Management
$34.9M
0.1%
-0.0%
88.0K
Jun 30, 2026
16
KCM Investment Advisors Filing dated Sep 30, 2026
$31.9M
0.9%
-2.4%
87.5K
Sep 30, 2026
17
Janney Montgomery Scott
$31.6M
0.1%
+2.4%
79.6K
Jun 30, 2026
18
Royal Bank of Canada
$30.7M
<0.1%
+13.7%
77.4K
Jun 30, 2026
19
Ameriprise Financial
$30.1M
<0.1%
-2.6%
75.9K
Jun 30, 2026
20
Auto-Owners Insurance Filing dated Sep 30, 2026
$29.6M
0.9%
—
80.7K
Sep 30, 2026