1
LPL Financial
$412.8M
0.1%
+7.8%
1.45M
Jun 30, 2026
2
Morgan Stanley
$250.3M
<0.1%
-0.2%
881.9K
Jun 30, 2026
3
Bank of America
$245.8M
<0.1%
+2.0%
866.1K
Jun 30, 2026
4
Wells Fargo
$170.1M
<0.1%
+27.3%
599.4K
Jun 30, 2026
5
Ameriprise Financial
$79.6M
<0.1%
+19.2%
280.5K
Jun 30, 2026
6
Raymond James Financial
$73.6M
<0.1%
+1.3%
259.2K
Jun 30, 2026
7
UBS Group
$72.9M
<0.1%
+4.3%
256.9K
Jun 30, 2026
8
Envestnet Asset Management
$59.5M
<0.1%
-1.5%
209.7K
Jun 30, 2026
9
Commonwealth Equity Services
$52.8M
0.1%
+1.0%
185.9K
Jun 30, 2026
10
Osaic Holdings
$51.3M
0.1%
+25.3%
180.5K
Jun 30, 2026
11
JPMorgan Chase
$49.6M
<0.1%
+67.1%
179.0K
Jun 30, 2026
12
Royal Bank of Canada
$49.1M
<0.1%
+0.0%
173.2K
Jun 30, 2026
13
Affinity Wealth Management
$44.4M
5.7%
-0.5%
156.6K
Jun 30, 2026
14
Howard Capital Management Group Filing dated Sep 30, 2026
$42.8M
2.5%
+0.3%
185.0K
Sep 30, 2026
15
Cetera Investment Advisers
$41.4M
<0.1%
+4.4%
145.8K
Jun 30, 2026
16
PNC Financial Services Group
$40.6M
<0.1%
+2.0%
143.0K
Jun 30, 2026
17
Gerber Kawasaki Wealth & Investment Management
$35.0M
0.9%
+5.9%
123.2K
Jun 30, 2026
18
Goldman Sachs Group
$33.6M
<0.1%
-9.2%
118.6K
Jun 30, 2026
19
Robinhood Asset Management
$33.3M
1.8%
+19.6%
117.4K
Jun 30, 2026
20
Enclave Advisors Filing dated Sep 30, 2026
$32.3M
4.1%
-2.3%
139.8K
Sep 30, 2026