1
Bank of America
$1.00B
0.1%
+2.6%
4.45M
Jun 30, 2026
2
LPL Financial
$206.1M
<0.1%
+1.7%
914.2K
Jun 30, 2026
3
Morgan Stanley
$140.2M
<0.1%
+4.2%
621.6K
Jun 30, 2026
4
PGIM Custom Harvest
$111.9M
1.4%
+5.8%
496.3K
Jun 30, 2026
5
Compass Financial Group Filing dated Sep 30, 2026
$97.2M
10.5%
+1.0%
445.3K
Sep 30, 2026
6
Wells Fargo
$88.3M
<0.1%
-3.8%
391.4K
Jun 30, 2026
7
Beacon Capital Management Filing dated Sep 30, 2026
$77.4M
4.9%
-4.0%
354.8K
Sep 30, 2026
8
UBS Group
$73.6M
<0.1%
+3.4%
326.5K
Jun 30, 2026
9
Cetera Investment Advisers
$61.8M
0.1%
+2.3%
274.1K
Jun 30, 2026
10
Empower Advisory Group
$60.9M
0.1%
+12.5%
270.3K
Jun 30, 2026
11
Envestnet Asset Management
$55.5M
<0.1%
-4.4%
246.0K
Jun 30, 2026
12
Ameriprise Financial
$52.2M
<0.1%
+3.7%
230.8K
Jun 30, 2026
13
Raymond James Financial
$44.7M
<0.1%
+1.7%
198.1K
Jun 30, 2026
14
Commonwealth Equity Services
$39.9M
0.1%
-6.9%
176.9K
Jun 30, 2026
15
Stifel Financial
$35.3M
<0.1%
+7.7%
156.7K
Jun 30, 2026
16
Osaic Holdings
$35.2M
<0.1%
-3.2%
156.1K
Jun 30, 2026
17
Ameritas Advisory Services
$31.6M
0.6%
+49.4%
140.1K
Jun 30, 2026
18
Royal Bank of Canada
$31.0M
<0.1%
+31.1%
137.3K
Jun 30, 2026
19
Cerity Partners
$24.5M
<0.1%
-13.2%
108.4K
Jun 30, 2026
20
Rockefeller Capital Management
$24.3M
<0.1%
-1.0%
107.8K
Jun 30, 2026