| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 46,303,792 | 3,896,001,000 | 18.72% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 32,317,805 | 2,719,220,000 | 13.06% | ||
| 3 | WELLS FARGO & COMPANY/MN | 18,666,758 | 1,570,620,000 | 7.55% | ||
| 4 | QS Investors, LLC | 16,116,179 | 1,356,015,000 | 6.52% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13,141,061 | 1,105,689,000 | 5.31% | ||
| 6 | UBS Group AG | 10,191,776 | 857,536,000 | 4.12% | ||
| 7 | MORGAN STANLEY | 7,926,923 | 666,972,000 | 3.20% | ||
| 8 | Windhaven Investment Management, Inc. | 6,473,207 | 544,656,000 | 2.62% | ||
| 9 | STATE STREET CORP | 5,556,957 | 467,562,000 | 2.25% | ||
| 10 | BlackRock Finance, Inc. | 4,918,487 | 413,841,000 | 1.99% | ||
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,792,066 | 403,204,000 | 1.94% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 4,703,235 | 395,730,000 | 1.90% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 4,353,393 | 366,294,000 | 1.76% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 3,169,546 | 266,686,000 | 1.28% | ||
| 15 | SEI INVESTMENTS CO | 2,714,690 | 228,414,000 | 1.10% | ||
| 16 | GOLDMAN SACHS GROUP INC | 2,634,410 | 221,659,000 | 1.06% | ||
| 17 | Morningstar Investment Services LLC | 2,223,994 | 187,127,000 | 0.90% | ||
| 18 | LINCOLN NATIONAL CORP | 2,076,513 | 174,717,000 | 0.84% | ||
| 19 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,931,761 | 162,538,000 | 0.78% | ||
| 20 | AMERIPRISE FINANCIAL INC | 1,906,753 | 160,321,000 | 0.77% | ||
| 21 | NATIXIS ADVISORS, LLC | 1,769,458 | 148,882,000 | 0.72% | ||
| 22 | Betterment LLC | 1,739,654 | 146,374,000 | 0.70% | ||
| 23 | Diana Davis Spencer Foundation | 1,608,100 | 135,306,000 | 0.65% | ||
| 24 | Bank of New York Mellon Corp | 1,438,473 | 121,033,000 | 0.58% | ||
| 25 | BRINKER CAPITAL INC | 1,279,921 | 107,693,000 | 0.52% | ||
| 26 | INR ADVISORY SERVICES LLC | 1,194,264 | 100,485,000 | 0.48% | ||
| 27 | CITIGROUP INC | 1,128,474 | 94,949,000 | 0.46% | ||
| 28 | Cambridge Investment Research Advisors, Inc. | 1,061,813 | 89,341,000 | 0.43% | ||
| 29 | RAYMOND JAMES & ASSOCIATES | 1,006,530 | 84,689,000 | 0.41% | ||
| 30 | SUNTRUST BANKS INC | 979,544 | 82,418,000 | 0.40% | ||
| 31 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 969,199 | 81,548,000 | 0.39% | ||
| 32 | ALPS ADVISORS INC | 941,374 | 79,207,000 | 0.38% | ||
| 33 | ROYAL BANK OF CANADA | 926,015 | 77,914,000 | 0.37% | ||
| 34 | MADISON INVESTMENT HOLDINGS INC | 869,993 | 73,201,000 | 0.35% | ||
| 35 | Retirement Systems of Alabama | 832,578 | 70,053,000 | 0.34% | ||
| 36 | IndexIQ Advisors LLC | 809,773 | 68,134,000 | 0.33% | ||
| 37 | Acropolis Investment Management, LLC | 782,659 | 65,853,000 | 0.32% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 761,308 | 64,039,000 | 0.31% | ||
| 39 | Raymond James Financial Services Advisors, Inc. | 758,448 | 63,817,000 | 0.31% | ||
| 40 | VANGUARD GROUP INC | 748,196 | 62,953,000 | 0.30% | ||
| 41 | Verus Financial Partners, Inc. | 668,087 | 56,213,000 | 0.27% | SH | |
| 42 | M&T BANK CORP | 655,606 | 55,163,000 | 0.27% | ||
| 43 | ASSETMARK, INC | 655,172 | 55,126,000 | 0.26% | ||
| 44 | AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 636,717 | 53,573,000 | 0.26% | ||
| 45 | Atria Investments, Inc | 611,984 | 51,492,000 | 0.25% | ||
| 46 | Edelman Financial Services, LLC | 611,917 | 51,487,000 | 0.25% | ||
| 47 | Gradient Investments LLC | 592,552 | 49,857,000 | 0.24% | ||
| 48 | RETIREMENT CAPITAL STRATEGIES | 586,341 | 49,335,000 | 0.24% | ||
| 49 | HighTower Advisors, LLC | 566,252 | 47,647,000 | 0.23% | ||
| 50 | AT Bancorp | 564,696 | 47,513,000 | 0.23% |
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.
