1
JPMorgan Chase
$1.08B
0.1%
—
13.24M
—
Jun 30, 2026
2
Morgan Stanley
$432.7M
<0.1%
—
5.24M
—
Jun 30, 2026
3
Bank of America
$383.6M
<0.1%
—
4.64M
—
Jun 30, 2026
4
UBS Group
$310.1M
<0.1%
—
3.75M
—
Jun 30, 2026
5
LPL Financial
$272.3M
0.1%
—
3.30M
—
Jun 30, 2026
6
Envestnet Asset Management
$214.3M
0.1%
+544.1%
2.59M
Jun 30, 2026
7
TD Private Client Wealth Filing dated Sep 30, 2026
$156.4M
2.8%
+6.6%
1.83M
Sep 30, 2026
8
Ameriprise Financial
$156.3M
<0.1%
—
1.89M
—
Jun 30, 2026
9
Wells Fargo
$134.9M
<0.1%
—
1.63M
—
Jun 30, 2026
10
Raymond James Financial
$119.5M
<0.1%
—
1.45M
—
Jun 30, 2026
11
Osaic Holdings
$97.1M
0.1%
—
1.17M
—
Jun 30, 2026
12
Corient Private Wealth
$89.3M
0.1%
—
1.08M
—
Jun 30, 2026
13
Arista Wealth Management Filing dated Sep 30, 2026
$88.5M
9.5%
-1.8%
1.04M
—
Sep 30, 2026
14
Shakespeare Wealth Management Filing dated Sep 30, 2026
$75.7M
14.6%
+5.5%
885.2K
—
Sep 30, 2026
15
Joel Isaacson & Co.
$75.1M
2.2%
—
908.7K
—
Jun 30, 2026
16
Focus Partners Wealth
$73.1M
0.1%
—
884.6K
—
Jun 30, 2026
17
Equitable Holdings
$72.4M
0.4%
+645.4%
876.6K
Jun 30, 2026
18
Private Advisor Group
$68.8M
0.3%
>999%
832.4K
Jun 30, 2026
19
SMI Advisory Services Filing dated Sep 30, 2026
$66.0M
10.5%
>999%
756.3K
Sep 30, 2026
20
Cerity Partners
$58.8M
0.1%
—
711.9K
—
Jun 30, 2026