|
Financial Engines Advisors L.L.C
|
52M
|
$1.9B
|
-9%
|
Jun 2026
|
|
|
Creative Planning
|
29M
|
$1.1B
|
-1%
|
Jun 2026
|
|
|
Northwestern Mutual Wealth Management Company
|
13M
|
$463M
|
8%
|
Jun 2026
|
|
|
Moneta Group Investment Advisors
|
12M
|
$434M
|
4%
|
Jun 2026
|
|
|
Jones Financial Companies, L.L
|
7.3M
|
$266M
|
53%
|
Jun 2026
|
|
|
Advisory Alpha
|
7.0M
|
$258M
|
-2%
|
Jun 2026
|
|
|
HighTower Advisors
|
6.1M
|
$227M
|
-10%
|
Jun 2026
|
|
|
HPM Partners
|
5.7M
|
$211M
|
4%
|
Jun 2026
|
|
|
Legacy Wealth Management
|
4.3M
|
$147M
|
1%
|
Sep 2026
|
|
|
Wealth Enhancement Advisory Services
|
3.4M
|
$119M
|
4%
|
Sep 2026
|
|
|
Savant Capital Management
|
3.2M
|
$115M
|
574%
|
Jun 2026
|
|
|
JMG Financial Group
|
3.1M
|
$113M
|
0%
|
Jun 2026
|
|
|
Fragasso
|
2.9M
|
$100M
|
1%
|
Sep 2026
|
|
|
Mariner Wealth Advisors
|
2.6M
|
$97M
|
-4%
|
Jun 2026
|
|
|
UBS Group
|
2.3M
|
$84M
|
0%
|
Jun 2026
|
|
|
LPL Financial
|
2.0M
|
$74M
|
5%
|
Jun 2026
|
|
|
Raymond James Financial
|
1.9M
|
$69M
|
2%
|
Jun 2026
|
|
|
Prime Capital Investment Advisors
|
1.7M
|
$59M
|
-5%
|
Sep 2026
|
|
|
Advocacy Wealth Management Services
|
1.7M
|
$63M
|
8%
|
Jun 2026
|
|
|
Warren Averett Asset Management
|
1.7M
|
$63M
|
0%
|
Jun 2026
|
|
|
Charles Schwab Investment Management
|
1.6M
|
$60M
|
38%
|
Jun 2026
|
|
|
Sixth Street Partners Management Company
|
1.6M
|
$60M
|
100%
|
Jun 2026
|
|
|
Envestnet Asset Management
|
1.6M
|
$57M
|
10%
|
Jun 2026
|
|
|
93 Financial Group
|
1.5M
|
$51M
|
0%
|
Sep 2026
|
|
|
Beacon Pointe Advisors
|
1.5M
|
$55M
|
0%
|
Jun 2026
|
|
|
Captrust Financial Advisors
|
1.4M
|
$52M
|
1%
|
Jun 2026
|
|
|
Cetera Investment Advisers
|
1.4M
|
$52M
|
10%
|
Jun 2026
|
|
|
Financial Solutions Advisory Group
|
1.3M
|
$46M
|
0%
|
Jun 2026
|
|
|
Ameriprise Financial
|
1.3M
|
$47M
|
2%
|
Jun 2026
|
|
|
Summit Asset Management
|
1.3M
|
$46M
|
-1%
|
Jun 2026
|
|
|
Dynamic Advisors Solutions
|
1.2M
|
$42M
|
2%
|
Sep 2026
|
|
|
BLB^B Advisors
|
1.2M
|
$44M
|
-2%
|
Jun 2026
|
|
|
Chicago Partners Investment
|
1.2M
|
$41M
|
9%
|
Sep 2026
|
|
|
Mokosak Advisory Group
|
1.1M
|
$39M
|
1%
|
Sep 2026
|
|
|
Colony
|
1.1M
|
$42M
|
35%
|
Jun 2026
|
|
|
Sage Financial
|
1.0M
|
$37M
|
2%
|
Jun 2026
|
|
|
Bank of America Corporation
|
966k
|
$36M
|
11%
|
Jun 2026
|
|
|
High Note Wealth
|
925k
|
$32M
|
1%
|
Sep 2026
|
|
|
BlackRock
|
887k
|
$33M
|
46%
|
Jun 2026
|
|
|
Mercer Global Advisors
|
873k
|
$32M
|
1%
|
Jun 2026
|
|
|
Rsm Us Wealth Management
|
872k
|
$32M
|
-2%
|
Jun 2026
|
|
|
Gemmer Asset Management
|
858k
|
$29M
|
-1%
|
Sep 2026
|
|
|
Summit Financial Strategies
|
844k
|
$29M
|
-25%
|
Sep 2026
|
|
|
Cambridge Investment Research Advisors
|
841k
|
$31M
|
-9%
|
Jun 2026
|
|
|
Johnson Investment Counsel
|
815k
|
$30M
|
24%
|
Jun 2026
|
|
|
IFP Advisors
|
804k
|
$27M
|
4%
|
Sep 2026
|
|
|
Koshinski Asset Management
|
770k
|
$28M
|
1%
|
Jun 2026
|
|
|
Seneca Financial Advisors
|
768k
|
$28M
|
1%
|
Jun 2026
|
|
|
Advisor Group Holdings
|
766k
|
$28M
|
15%
|
Jun 2026
|
|
|
Financial Planning Navigators CORP
|
744k
|
$25M
|
2%
|
Sep 2026
|
|
|
Berkshire Asset Management
|
731k
|
$27M
|
2%
|
Jun 2026
|
|
|
Essex
|
690k
|
$24M
|
3%
|
Sep 2026
|
|
|
CI Private Wealth
|
687k
|
$25M
|
-17%
|
Jun 2026
|
|
|
Compass Advisory Group
|
685k
|
$25M
|
0%
|
Jun 2026
|
|
|
RMB Capital Management
|
683k
|
$25M
|
-14%
|
Jun 2026
|
|
|
Kuntz Lesher Capital
|
681k
|
$23M
|
0%
|
Sep 2026
|
|
|
Bleakley Financial Group
|
675k
|
$25M
|
5%
|
Jun 2026
|
|
|
Lutz Financial Services
|
672k
|
$25M
|
-1%
|
Jun 2026
|
|
|
Modera Wealth Management
|
667k
|
$25M
|
-4%
|
Jun 2026
|
|
|
Financial Advisory Service
|
667k
|
$25M
|
6%
|
Jun 2026
|
|
|
Noble Family Wealth
|
666k
|
$23M
|
0%
|
Sep 2026
|
|
|
Salem Investment Counselors
|
646k
|
$22M
|
0%
|
Sep 2026
|
|
|
MAI Wealth Advisors
|
612k
|
$23M
|
4%
|
Jun 2026
|
|
|
Resources Investment Advisors
|
569k
|
$21M
|
0%
|
Jun 2026
|
|
|
Plante Moran Financial Advisors
|
566k
|
$21M
|
-6%
|
Jun 2026
|
|
|
Goldman Sachs Group
|
530k
|
$20M
|
0%
|
Jun 2026
|
|
|
Triangle Securities Wealth Management
|
528k
|
$18M
|
0%
|
Sep 2026
|
|
|
Curbstone Financial Management
|
527k
|
$18M
|
2%
|
Sep 2026
|
|
|
Vista Private Wealth Partners
|
522k
|
$18M
|
2%
|
Sep 2026
|
|
|
Farther Finance Advisors
|
519k
|
$18M
|
11%
|
Sep 2026
|
|
|
Fortis Capital Management
|
501k
|
$19M
|
3%
|
Jun 2026
|
|
|
Womack Financial
|
500k
|
$17M
|
3%
|
Sep 2026
|
|
|
Asset Managment
|
498k
|
$18M
|
-2%
|
Jun 2026
|
|
|
Sherwood Financial Partners
|
494k
|
$18M
|
0%
|
Jun 2026
|
|
|
Pittenger & Anderson
|
487k
|
$18M
|
6%
|
Jun 2026
|
|
|
AQR Capital Management
|
486k
|
$18M
|
0%
|
Jun 2026
|
|
|
Trinity Legacy Partners
|
481k
|
$17M
|
-2%
|
Jun 2026
|
|
|
Lodestar Private Asset Management
|
477k
|
$16M
|
-4%
|
Sep 2026
|
|
|
HHM Wealth Advisors
|
473k
|
$17M
|
-2%
|
Jun 2026
|
|
|
Bangor Savings Bank
|
473k
|
$16M
|
-12%
|
Sep 2026
|
|
|
TrueNorth
|
472k
|
$17M
|
1%
|
Jun 2026
|
|
|
Harbor Group
|
470k
|
$16M
|
-2%
|
Sep 2026
|
|
|
Spinnaker Investment Group
|
465k
|
$16M
|
-2%
|
Sep 2026
|
|
|
Bsc Private Wealth Management
|
465k
|
$17M
|
-2%
|
Jun 2026
|
|
|
Wells Fargo & Company
|
465k
|
$17M
|
-1%
|
Jun 2026
|
|
|
Two Sigma Investments
|
460k
|
$17M
|
100%
|
Jun 2026
|
|
|
Schneider Downs Wealth Management Advisors
|
459k
|
$16M
|
2%
|
Sep 2026
|
|
|
Courage Miller Partners
|
457k
|
$16M
|
0%
|
Sep 2026
|
|
|
Kestra Advisory Services
|
456k
|
$17M
|
216%
|
Jun 2026
|
|
|
Rockefeller Capital Management
|
447k
|
$17M
|
13%
|
Jun 2026
|
|
|
Fifth Third Securities
|
441k
|
$15M
|
2%
|
Sep 2026
|
|
|
Pacific Sage Partners
|
436k
|
$15M
|
-1%
|
Sep 2026
|
|
|
White & Co Financial Planning
|
435k
|
$14M
|
-1%
|
Sep 2026
|
|
|
Benjamin Edwards
|
433k
|
$16M
|
7%
|
Jun 2026
|
|
|
Clear Creek Financial Management
|
432k
|
$16M
|
0%
|
Jun 2026
|
|
|
Cannon Capital Management
|
426k
|
$16M
|
-2%
|
Jun 2026
|
|
|
Focus Financial Network
|
420k
|
$14M
|
-10%
|
Sep 2026
|
|
|
Jpmorgan Chase & Co
|
416k
|
$15M
|
100%
|
Jun 2026
|
|
|
River's Edge Wealth Management
|
410k
|
$14M
|
5%
|
Sep 2026
|
|
|
Horizon Financial Services
|
405k
|
$15M
|
1%
|
Jun 2026
|
|
|
Mml Investors Services
|
400k
|
$15M
|
20%
|
Jun 2026
|
|
|
St. Johns Investment Management Company
|
397k
|
$15M
|
-2%
|
Jun 2026
|
|
|
Peak Financial Management
|
396k
|
$14M
|
1%
|
Sep 2026
|
|
|
Whittier Trust Co. of Nevada
|
393k
|
$14M
|
0%
|
Jun 2026
|
|
|
Nelson, Van Denburg & Campbell Wealth Management
|
393k
|
$13M
|
3%
|
Sep 2026
|
|
|
North Star Asset Management
|
387k
|
$14M
|
6%
|
Jun 2026
|
|
|
Family Legacy Financial Solutions
|
378k
|
$13M
|
4%
|
Sep 2026
|
|
|
Kavar Capital Partners Group
|
376k
|
$14M
|
4%
|
Jun 2026
|
|
|
Valley National Advisers
|
373k
|
$13M
|
2%
|
Sep 2026
|
|
|
HB Wealth Management
|
373k
|
$13M
|
0%
|
Sep 2026
|
|
|
Brand Asset Management Group
|
372k
|
$14M
|
-2%
|
Jun 2026
|
|
|
Alliance Wealth Management
|
364k
|
$13M
|
-3%
|
Jun 2026
|
|
|
Davenport & Co
|
363k
|
$13M
|
-12%
|
Jun 2026
|
|
|
Ausdal Financial Partners
|
357k
|
$13M
|
20%
|
Jun 2026
|
|
|
Missouri Trust & Investment
|
357k
|
$12M
|
-2%
|
Jun 2026
|
|
|
Lincoln Capital
|
350k
|
$12M
|
0%
|
Sep 2026
|
|
|
Christensen, King & Associates Investment Services
|
349k
|
$12M
|
1%
|
Sep 2026
|
|
|
Hartland & Co
|
347k
|
$13M
|
-1%
|
Jun 2026
|
|
|
Strategic Family Wealth Counselors
|
347k
|
$13M
|
0%
|
Jun 2026
|
|
|
Elwood & Goetz Wealth Advisory Group
|
344k
|
$13M
|
0%
|
Jun 2026
|
|
|
Money Concepts Capital Corp
|
343k
|
$13M
|
-4%
|
Jun 2026
|
|
|
Towercrest Capital Management
|
342k
|
$12M
|
-6%
|
Sep 2026
|
|
|
Omega Financial Group
|
342k
|
$13M
|
-2%
|
Jun 2026
|
|
|
LexAurum Advisors
|
333k
|
$11M
|
-3%
|
Sep 2026
|
|
|
Milestone Investment Advisors
|
332k
|
$12M
|
-1%
|
Jun 2026
|
|
|
Leavell Investment Management
|
332k
|
$12M
|
-1%
|
Jun 2026
|
|
|
Branch Banking & Trust Company
|
332k
|
$12M
|
2%
|
Jun 2026
|
|
|
Nadler Financial
|
331k
|
$11M
|
-1%
|
Sep 2026
|
|
|
HBK Sorce Advisory
|
323k
|
$12M
|
-1%
|
Jun 2026
|
|
|
ProVise Management Group
|
321k
|
$12M
|
-4%
|
Jun 2026
|
|
|
Black Diamond Financial
|
319k
|
$11M
|
-1%
|
Sep 2026
|
|
|
Lee Financial
|
317k
|
$11M
|
0%
|
Sep 2026
|
|
|
Bernard Wealth Management Corp.
|
313k
|
$12M
|
1%
|
Jun 2026
|
|
|
Blue Square Asset Management
|
312k
|
$12M
|
2%
|
Jun 2026
|
|
|
Larson Financial Group
|
310k
|
$11M
|
-6%
|
Jun 2026
|
|
|
Main Street Financial Solutions
|
309k
|
$11M
|
5%
|
Jun 2026
|
|
|
Janney Montgomery Scott
|
309k
|
$11M
|
359%
|
Jun 2026
|
|
|
Commonwealth Equity Services
|
306k
|
$11M
|
14%
|
Jun 2026
|
|
|
Gradient Capital Advisors
|
297k
|
$10M
|
-1%
|
Sep 2026
|
|
|
Range Advisory
|
294k
|
$11M
|
53%
|
Jun 2026
|
|
|
Hanson McClain Advisors
|
293k
|
$11M
|
-5%
|
Jun 2026
|
|
|
Youngs Advisory
|
291k
|
$9.9M
|
-2%
|
Sep 2026
|
|
|
Thrivent Financial for Lutherans
|
289k
|
$11M
|
-86%
|
Jun 2026
|
|
|
Valley Forge Investment Consultants Inc Adv
|
286k
|
$11M
|
-1%
|
Jun 2026
|
|
|
Patriot Investment Management
|
276k
|
$9.4M
|
-2%
|
Sep 2026
|
|
|
American Money Management
|
272k
|
$10M
|
-2%
|
Jun 2026
|
|
|
Pps&v Asset Management Consultants
|
271k
|
$9.2M
|
0%
|
Sep 2026
|
|
|
Monetary Solutions
|
264k
|
$9.0M
|
-5%
|
Sep 2026
|
|
|
Cathy Pareto & Associates
|
263k
|
$9.0M
|
7%
|
Sep 2026
|
|
|
Moisand Fitzgerald Tamayo
|
257k
|
$8.7M
|
-1%
|
Sep 2026
|
|
|
Sightline Wealth Advisors
|
254k
|
$8.6M
|
-21%
|
Sep 2026
|
|
|
Baird Financial
|
254k
|
$9.3M
|
-3%
|
Jun 2026
|
|
|
Private Advisor
|
239k
|
$8.8M
|
-21%
|
Jun 2026
|
|
|
Visionary Wealth Advisors
|
210k
|
$7.7M
|
-33%
|
Jun 2026
|
|
|
Simplicity Wealth
|
196k
|
$6.7M
|
-44%
|
Sep 2026
|
|
|
Ubs Global Asset Management Americas
|
91k
|
$3.4M
|
-76%
|
Jun 2026
|
|