1
LPL Financial
$930.6M
0.2%
+4.1%
18.53M
Jun 30, 2026
2
Valmark Advisers
$369.1M
3.9%
+3.9%
7.35M
Jun 30, 2026
3
Goldman Sachs Group
$365.7M
<0.1%
-37.7%
7.28M
Jun 30, 2026
4
Savant Capital
$353.1M
1.0%
+101.1%
7.05M
Jun 30, 2026
5
Morgan Stanley
$323.5M
<0.1%
+10.5%
6.44M
Jun 30, 2026
6
Wealthfront Advisers
$308.3M
0.6%
+26.4%
6.14M
Jun 30, 2026
7
SEI Investments
$302.4M
0.3%
+5.1%
6.02M
Jun 30, 2026
8
Cambridge Associates LLC /MA/
$285.5M
4.1%
+4.3%
5.68M
Jun 30, 2026
9
Focus Partners Wealth
$268.1M
0.3%
+16.0%
5.34M
Jun 30, 2026
10
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Filing dated Sep 30, 2026
$265.9M
3.6%
+5.0%
5.40M
Sep 30, 2026
11
Wealthspire Advisors
$253.4M
1.4%
+13.2%
5.05M
Jun 30, 2026
12
Focus Partners Advisor Solutions
$250.9M
2.1%
+19.5%
5.00M
Jun 30, 2026
13
Fidelity (FMR)
$240.6M
<0.1%
-3.1%
4.79M
Jun 30, 2026
14
Envestnet Asset Management
$218.3M
0.1%
+0.5%
4.35M
Jun 30, 2026
15
Bank of America
$217.0M
<0.1%
+13.8%
4.32M
Jun 30, 2026
16
Klingman & Associates Filing dated Sep 30, 2026
$139.4M
5.8%
+8.5%
2.83M
Sep 30, 2026
17
HighTower Advisors
$119.9M
0.1%
-16.2%
2.39M
Jun 30, 2026
18
MAI Capital Management
$117.5M
0.4%
>999%
2.34M
Jun 30, 2026
19
Alesco Advisors, LLC, an ESL
$105.6M
2.4%
+0.1%
2.10M
Jun 30, 2026
20
BOK Financial Private Wealth
$102.0M
5.2%
+20.5%
2.03M
Jun 30, 2026