| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 44,955,959 | 3,630,644,000 | 18.55% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 41,314,409 | 3,336,551,000 | 17.04% | ||
| 3 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,109,316 | 977,949,000 | 5.00% | ||
| 4 | Windhaven Investment Management, Inc. | 11,904,574 | 961,413,000 | 4.91% | ||
| 5 | QS Investors, LLC | 10,555,361 | 852,451,000 | 4.35% | ||
| 6 | WELLS FARGO & COMPANY/MN | 10,017,499 | 809,014,000 | 4.13% | ||
| 7 | LPL Financial LLC | 9,513,551 | 768,885,000 | 3.93% | ||
| 8 | UBS Group AG | 9,134,715 | 737,720,000 | 3.77% | ||
| 9 | MORGAN STANLEY | 6,572,342 | 530,784,000 | 2.71% | ||
| 10 | BlackRock Finance, Inc. | 5,326,043 | 430,131,000 | 2.20% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 5,031,892 | 406,375,000 | 2.08% | ||
| 12 | STATE STREET CORP | 4,980,196 | 402,200,000 | 2.05% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,057,644 | 327,695,000 | 1.67% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 2,778,350 | 224,380,000 | 1.15% | ||
| 15 | Stadion Money Management, LLC | 1,983,480 | 160,186,000 | 0.82% | ||
| 16 | LINCOLN NATIONAL CORP | 1,806,448 | 145,891,000 | 0.75% | ||
| 17 | Morningstar Investment Services LLC | 1,724,920 | 139,305,000 | 0.71% | ||
| 18 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,682,664 | 135,892,000 | 0.69% | ||
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,668,465 | 134,745,000 | 0.69% | ||
| 20 | NATIXIS ADVISORS, LLC | 1,637,678 | 132,259,000 | 0.68% | ||
| 21 | Bank of New York Mellon Corp | 1,612,228 | 130,204,000 | 0.67% | ||
| 22 | Diana Davis Spencer Foundation | 1,608,100 | 129,870,000 | 0.66% | ||
| 23 | IndexIQ Advisors LLC | 1,516,131 | 122,443,000 | 0.63% | ||
| 24 | SEI INVESTMENTS CO | 1,505,940 | 121,620,000 | 0.62% | ||
| 25 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,166,129 | 94,177,000 | 0.48% | ||
| 26 | BRINKER CAPITAL INC | 1,157,166 | 93,453,000 | 0.48% | ||
| 27 | ALPS ADVISORS INC | 1,123,890 | 90,765,000 | 0.46% | ||
| 28 | GOLDMAN SACHS GROUP INC | 1,096,378 | 88,543,000 | 0.45% | ||
| 29 | AMERIPRISE FINANCIAL INC | 1,035,785 | 83,613,000 | 0.43% | ||
| 30 | CITIGROUP INC | 1,033,731 | 83,484,000 | 0.43% | ||
| 31 | INR ADVISORY SERVICES LLC | 965,748 | 77,994,000 | 0.40% | ||
| 32 | Cambridge Investment Research Advisors, Inc. | 934,539 | 75,473,000 | 0.39% | ||
| 33 | Transamerica Financial Advisors, LLC | 903,880 | 72,998,000 | 0.37% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 896,614 | 72,411,000 | 0.37% | ||
| 35 | MADISON INVESTMENT HOLDINGS INC | 886,880 | 71,624,000 | 0.37% | ||
| 36 | Retirement Systems of Alabama | 868,578 | 70,146,000 | 0.36% | ||
| 37 | SUNTRUST BANKS INC | 840,902 | 67,909,000 | 0.35% | ||
| 38 | NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 836,555 | 67,560,000 | 0.35% | ||
| 39 | Betterment LLC | 815,434 | 65,854,000 | 0.34% | ||
| 40 | Acropolis Investment Management, LLC | 721,198 | 58,244,000 | 0.30% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 713,705 | 57,637,000 | 0.29% | ||
| 42 | Edelman Financial Services, LLC | 712,100 | 57,509,000 | 0.29% | ||
| 43 | Atria Investments, Inc | 684,630 | 55,654,000 | 0.28% | ||
| 44 | ASSETMARK, INC | 669,303 | 54,053,000 | 0.28% | ||
| 45 | Verus Financial Partners, Inc. | 646,561 | 52,216,000 | 0.27% | SH | |
| 46 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 638,642 | 51,577,000 | 0.26% | ||
| 47 | RETIREMENT CAPITAL STRATEGIES | 594,588 | 48,019,000 | 0.25% | ||
| 48 | Gradient Investments LLC | 511,387 | 41,300,000 | 0.21% | ||
| 49 | CAPTRUST FINANCIAL ADVISORS | 508,107 | 41,035,000 | 0.21% | ||
| 50 | IBBOTSON ASSOCIATES INC | 508,082 | 41,033,000 | 0.21% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
