1
Bank of America
$529.7M
<0.1%
+3.4%
1.77M
Jun 30, 2026
2
Morgan Stanley
$463.6M
<0.1%
-1.5%
1.55M
Jun 30, 2026
3
UBS Group
$406.0M
0.1%
+12.9%
1.36M
Jun 30, 2026
4
PGIM Custom Harvest
$271.8M
3.4%
+2.9%
909.1K
Jun 30, 2026
5
Clal Insurance Enterprises Holdings
$242.8M
1.1%
-7.0%
812.0K
Jun 30, 2026
6
LPL Financial
$242.4M
0.1%
+2.2%
810.7K
Jun 30, 2026
7
Everett Harris & Co. Filing dated Sep 30, 2026
$233.2M
2.8%
+0.6%
737.7K
Sep 30, 2026
8
Wells Fargo
$216.8M
<0.1%
-5.2%
725.0K
Jun 30, 2026
9
Royal Bank of Canada
$138.7M
<0.1%
+12.8%
463.8K
Jun 30, 2026
10
Envestnet Asset Management
$127.5M
<0.1%
-7.3%
426.3K
Jun 30, 2026
11
Raymond James Financial
$120.3M
<0.1%
+4.8%
402.4K
Jun 30, 2026
12
Cetera Investment Advisers
$114.0M
0.1%
+0.5%
381.2K
Jun 30, 2026
13
Ameriprise Financial
$110.0M
<0.1%
+6.0%
367.8K
Jun 30, 2026
14
Beacon Capital Management Filing dated Sep 30, 2026
$92.3M
5.8%
-5.9%
292.1K
Sep 30, 2026
15
Osaic Holdings
$76.8M
0.1%
+0.2%
256.4K
Jun 30, 2026
16
Northwestern Mutual Wealth Management
$70.9M
<0.1%
-6.5%
237.2K
Jun 30, 2026
17
JPMorgan Chase
$67.2M
<0.1%
+1.6%
222.1K
Jun 30, 2026
18
Stifel Financial
$64.9M
0.1%
+3.5%
217.2K
Jun 30, 2026
19
MAI Capital Management
$60.4M
0.2%
+8.6%
201.9K
Jun 30, 2026
20
Commonwealth Equity Services
$57.6M
0.1%
-3.2%
192.7K
Jun 30, 2026