1
Morgan Stanley
$939.5M
0.1%
+2.9%
3.07M
Jun 30, 2026
2
Bank of America
$649.6M
<0.1%
-1.7%
2.12M
Jun 30, 2026
3
Assetmark Filing dated Sep 30, 2026
$622.3M
1.0%
-0.9%
2.13M
Sep 30, 2026
4
EP Wealth Advisors
$536.9M
2.1%
+13.0%
1.75M
Jun 30, 2026
5
Wells Fargo
$504.4M
0.1%
-1.7%
1.65M
Jun 30, 2026
6
Royal Bank of Canada
$366.2M
0.1%
-6.8%
1.20M
Jun 30, 2026
7
UBS Group
$355.4M
<0.1%
+3.6%
1.16M
Jun 30, 2026
8
PNC Financial Services Group
$338.2M
0.2%
-1.0%
1.10M
Jun 30, 2026
9
Truepoint
$334.9M
7.0%
-1.2%
1.09M
Jun 30, 2026
10
Jones Financial Companies
$328.7M
0.1%
+6.2%
1.10M
Jun 30, 2026
11
Vantagepoint Investment Advisers Filing dated Sep 30, 2026
$314.4M
2.4%
+3.2%
1.08M
Sep 30, 2026
12
LPL Financial
$280.3M
0.1%
+1.6%
915.2K
Jun 30, 2026
13
Northwestern Mutual Wealth Management
$277.4M
0.1%
+3.9%
905.6K
Jun 30, 2026
14
Moneta Group Investment Advisors
$231.8M
1.7%
+5.5%
756.8K
Jun 30, 2026
15
Envestnet Asset Management
$222.9M
0.1%
+2.2%
727.9K
Jun 30, 2026
16
Stephens Group Asset Management Filing dated Sep 30, 2026
$201.4M
11.5%
+3.5%
689.6K
Sep 30, 2026
17
Raymond James Financial
$173.0M
<0.1%
+3.7%
564.8K
Jun 30, 2026
18
Stifel Financial
$159.1M
0.1%
+1.1%
519.5K
Jun 30, 2026
19
TIAA-CREF Individual & Institutional Services
$152.3M
0.5%
-8.1%
497.3K
Jun 30, 2026
20
Ameriprise Financial
$108.2M
<0.1%
+2.1%
353.1K
Jun 30, 2026