1
Bank of America
$6.25B
0.4%
+4.6%
79.08M
Jun 30, 2026
2
Morgan Stanley
$1.84B
0.1%
+14.3%
23.32M
Jun 30, 2026
3
Allstate
$1.02B
10.2%
+2.3%
12.91M
Jun 30, 2026
4
Envestnet Asset Management
$649.3M
0.2%
+11.1%
8.22M
Jun 30, 2026
5
Wells Fargo
$636.3M
0.1%
+6.9%
8.05M
Jun 30, 2026
6
UBS Group
$502.4M
0.1%
+7.6%
6.36M
Jun 30, 2026
7
Nepc
$494.3M
9.2%
+3.1%
6.25M
Jun 30, 2026
8
Royal Bank of Canada
$452.8M
0.1%
+8.8%
5.73M
Jun 30, 2026
9
Barings Filing dated Sep 30, 2026
$394.6M
6.8%
—
5.11M
Sep 30, 2026
10
Raymond James Financial
$336.5M
0.1%
+10.0%
4.26M
Jun 30, 2026
11
LPL Financial
$305.7M
0.1%
+1.8%
3.87M
Jun 30, 2026
12
Sequoia Financial Advisors
$290.2M
1.4%
-0.1%
3.67M
Jun 30, 2026
13
Bank of New York Mellon
$278.4M
<0.1%
+6.0%
3.52M
Jun 30, 2026
14
Manufacturers Life Insurance Company
$253.2M
0.2%
+5.2%
3.20M
Jun 30, 2026
15
Financial Engines Advisors
$238.5M
0.4%
+1.9%
3.02M
Jun 30, 2026
16
Mather Group Filing dated Sep 30, 2026
$236.5M
2.0%
+3.0%
3.06M
Sep 30, 2026
17
Ameriprise Financial
$232.3M
<0.1%
+5.2%
2.94M
Jun 30, 2026
18
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Filing dated Sep 30, 2026
$226.9M
3.1%
+2.0%
2.94M
Sep 30, 2026
19
Janney Montgomery Scott
$207.2M
0.4%
NEW
2.62M
Jun 30, 2026
20
Northwestern Mutual Wealth Management
$201.6M
0.1%
+4.4%
2.55M
Jun 30, 2026