| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 45,601,783 | 3,776,055,000 | 18.40% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 34,615,284 | 2,866,318,000 | 13.97% | ||
| 3 | LPL Financial LLC | 12,879,114 | 1,067,421,000 | 5.20% | ||
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,452,358 | 1,029,187,000 | 5.01% | ||
| 5 | WELLS FARGO & COMPANY/MN | 10,979,033 | 909,118,000 | 4.43% | ||
| 6 | Windhaven Investment Management, Inc. | 10,844,839 | 898,007,000 | 4.38% | ||
| 7 | QS Investors, LLC | 10,323,035 | 854,799,000 | 4.16% | ||
| 8 | UBS Group AG | 9,758,519 | 808,054,000 | 3.94% | ||
| 9 | MORGAN STANLEY | 6,962,101 | 576,495,000 | 2.81% | ||
| 10 | STATE STREET CORP | 6,006,768 | 497,300,000 | 2.42% | ||
| 11 | BANK OF AMERICA CORP /DE/ | 5,322,819 | 440,756,000 | 2.15% | ||
| 12 | BlackRock Finance, Inc. | 4,834,635 | 400,332,000 | 1.95% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,105,028 | 339,917,000 | 1.66% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 2,890,536 | 239,351,000 | 1.17% | ||
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,671,977 | 221,254,000 | 1.08% | ||
| 16 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 2,281,400 | 188,877,000 | 0.92% | ||
| 17 | Morningstar Investment Services LLC | 2,248,144 | 186,157,000 | 0.91% | ||
| 18 | GOLDMAN SACHS GROUP INC | 2,196,730 | 181,901,000 | 0.89% | ||
| 19 | Stadion Money Management, LLC | 1,934,449 | 160,182,000 | 0.78% | ||
| 20 | LINCOLN NATIONAL CORP | 1,865,490 | 154,444,000 | 0.75% | ||
| 21 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,669,312 | 138,227,000 | 0.67% | ||
| 22 | SEI INVESTMENTS CO | 1,663,054 | 137,710,000 | 0.67% | ||
| 23 | NATIXIS ADVISORS, LLC | 1,611,992 | 133,481,000 | 0.65% | ||
| 24 | Diana Davis Spencer Foundation | 1,608,100 | 133,159,000 | 0.65% | ||
| 25 | Bank of New York Mellon Corp | 1,474,506 | 122,096,000 | 0.59% | ||
| 26 | AMERIPRISE FINANCIAL INC | 1,289,878 | 110,497,000 | 0.54% | ||
| 27 | BRINKER CAPITAL INC | 1,207,257 | 99,966,000 | 0.49% | ||
| 28 | IndexIQ Advisors LLC | 1,135,476 | 94,005,000 | 0.46% | ||
| 29 | Betterment LLC | 1,064,903 | 88,185,000 | 0.43% | ||
| 30 | CITIGROUP INC | 994,134 | 82,304,000 | 0.40% | ||
| 31 | ALPS ADVISORS INC | 943,443 | 78,221,000 | 0.38% | ||
| 32 | Raymond James Financial Services Advisors, Inc. | 932,876 | 77,249,000 | 0.38% | ||
| 33 | INR ADVISORY SERVICES LLC | 918,701 | 76,073,000 | 0.37% | ||
| 34 | RAYMOND JAMES & ASSOCIATES | 879,843 | 72,855,000 | 0.35% | ||
| 35 | Cambridge Investment Research Advisors, Inc. | 870,936 | 72,118,000 | 0.35% | ||
| 36 | MADISON INVESTMENT HOLDINGS INC | 849,596 | 70,351,000 | 0.34% | ||
| 37 | Retirement Systems of Alabama | 832,578 | 68,929,000 | 0.34% | ||
| 38 | Transamerica Financial Advisors, LLC | 824,130 | 68,243,000 | 0.33% | ||
| 39 | SUNTRUST BANKS INC | 820,720 | 67,958,000 | 0.33% | ||
| 40 | Acropolis Investment Management, LLC | 739,742 | 61,254,000 | 0.30% | ||
| 41 | AT Bancorp | 731,640 | 60,584,000 | 0.30% | ||
| 42 | ASSETMARK, INC | 730,876 | 60,520,000 | 0.29% | ||
| 43 | BAILARD, INC. | 682,903 | 56,548,000 | 0.28% | ||
| 44 | ROYAL BANK OF CANADA | 677,836 | 56,128,000 | 0.27% | ||
| 45 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 669,827 | 55,464,000 | 0.27% | ||
| 46 | Verus Financial Partners, Inc. | 657,506 | 54,445,000 | 0.27% | SH | |
| 47 | Atria Investments, Inc | 627,245 | 51,939,000 | 0.25% | ||
| 48 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 624,012 | 51,671,000 | 0.25% | ||
| 49 | RETIREMENT CAPITAL STRATEGIES | 592,552 | 50,224,000 | 0.24% | ||
| 50 | JANE STREET GROUP, LLC | 591,595 | 48,987,000 | 0.24% |
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.
