| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 47,125,468 | 3,972,677,000 | 18.85% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 32,890,516 | 2,772,670,000 | 13.15% | ||
| 3 | QS Investors, LLC | 16,441,976 | 1,386,059,000 | 6.58% | ||
| 4 | WELLS FARGO & COMPANY/MN | 16,134,504 | 1,360,139,000 | 6.45% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12,814,023 | 1,080,221,000 | 5.13% | ||
| 6 | UBS Group AG | 10,426,166 | 878,926,000 | 4.17% | ||
| 7 | Windhaven Investment Management, Inc. | 10,234,033 | 862,729,000 | 4.09% | ||
| 8 | MORGAN STANLEY | 7,781,544 | 655,983,000 | 3.11% | ||
| 9 | STATE STREET CORP | 6,439,040 | 542,811,000 | 2.58% | ||
| 10 | BANK OF AMERICA CORP /DE/ | 5,951,289 | 501,694,000 | 2.38% | ||
| 11 | BlackRock Finance, Inc. | 4,866,262 | 410,226,000 | 1.95% | ||
| 12 | ENVESTNET ASSET MANAGEMENT INC | 4,235,756 | 357,074,000 | 1.69% | ||
| 13 | GOLDMAN SACHS GROUP INC | 4,173,079 | 351,790,000 | 1.67% | ||
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3,423,477 | 288,599,000 | 1.37% | ||
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 2,986,610 | 251,771,000 | 1.19% | ||
| 16 | Morningstar Investment Services LLC | 2,584,731 | 218,074,000 | 1.03% | ||
| 17 | SEI INVESTMENTS CO | 2,003,857 | 168,925,000 | 0.80% | ||
| 18 | LINCOLN NATIONAL CORP | 1,988,433 | 167,625,000 | 0.80% | ||
| 19 | NATIXIS ADVISORS, LLC | 1,700,802 | 143,378,000 | 0.68% | ||
| 20 | Diana Davis Spencer Foundation | 1,608,100 | 135,563,000 | 0.64% | ||
| 21 | Bank of New York Mellon Corp | 1,463,090 | 123,339,000 | 0.59% | ||
| 22 | Betterment LLC | 1,382,205 | 116,520,000 | 0.55% | ||
| 23 | BRINKER CAPITAL INC | 1,342,965 | 113,212,000 | 0.54% | ||
| 24 | AMERIPRISE FINANCIAL INC | 1,280,685 | 107,799,000 | 0.51% | ||
| 25 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,223,524 | 103,143,000 | 0.49% | ||
| 26 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,217,339 | 102,622,000 | 0.49% | ||
| 27 | CITIGROUP INC | 1,112,315 | 93,768,000 | 0.44% | ||
| 28 | ROYAL BANK OF CANADA | 990,496 | 83,498,000 | 0.40% | ||
| 29 | INR ADVISORY SERVICES LLC | 965,148 | 81,362,000 | 0.39% | SH | |
| 30 | Cambridge Investment Research Advisors, Inc. | 946,753 | 79,811,000 | 0.38% | ||
| 31 | ALPS ADVISORS INC | 936,190 | 78,921,000 | 0.37% | ||
| 32 | RAYMOND JAMES & ASSOCIATES | 866,191 | 73,020,000 | 0.35% | ||
| 33 | MADISON INVESTMENT HOLDINGS INC | 859,528 | 72,458,000 | 0.34% | ||
| 34 | Retirement Systems of Alabama | 832,578 | 70,186,000 | 0.33% | ||
| 35 | SUNTRUST BANKS INC | 820,082 | 69,132,000 | 0.33% | ||
| 36 | VANGUARD GROUP INC | 791,168 | 66,695,000 | 0.32% | ||
| 37 | AT Bancorp | 782,649 | 65,978,000 | 0.31% | ||
| 38 | IndexIQ Advisors LLC | 771,747 | 65,059,000 | 0.31% | ||
| 39 | Acropolis Investment Management, LLC | 766,561 | 64,621,000 | 0.31% | ||
| 40 | Raymond James Financial Services Advisors, Inc. | 761,399 | 64,186,000 | 0.30% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 739,629 | 62,351,000 | 0.30% | ||
| 42 | Transamerica Financial Advisors, LLC | 672,821 | 56,719,000 | 0.27% | ||
| 43 | Verus Financial Partners, Inc. | 665,303 | 56,085,000 | 0.27% | SH | |
| 44 | BAILARD, INC. | 631,703 | 53,253,000 | 0.25% | ||
| 45 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 629,787 | 53,091,000 | 0.25% | ||
| 46 | Private Advisor Group, LLC | 625,167 | 53,013,000 | 0.25% | ||
| 47 | Atria Investments, Inc | 620,806 | 52,607,000 | 0.25% | ||
| 48 | ASSETMARK, INC | 620,793 | 52,333,000 | 0.25% | ||
| 49 | M&T BANK CORP | 611,460 | 51,546,000 | 0.24% | ||
| 50 | Edelman Financial Services, LLC | 600,695 | 50,639,000 | 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.
