| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | 46,743,612 | 3,776,416,000 | 17.50% | ||
| 2 | MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 31,460,271 | 2,541,675,000 | 11.78% | ||
| 3 | WELLS FARGO & COMPANY/MN | 16,522,872 | 1,334,882,000 | 6.19% | ||
| 4 | QS Investors, LLC | 14,909,539 | 1,204,542,000 | 5.58% | ||
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14,376,236 | 1,161,456,000 | 5.38% | ||
| 6 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 13,625,696 | 1,100,820,000 | 5.10% | ||
| 7 | UBS Group AG | 8,599,734 | 694,773,000 | 3.22% | ||
| 8 | MORGAN STANLEY | 8,443,888 | 682,181,000 | 3.16% | ||
| 9 | Windhaven Investment Management, Inc. | 7,326,808 | 591,933,000 | 2.74% | ||
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,643,029 | 536,710,000 | 2.49% | ||
| 11 | STATE STREET CORP | 5,382,576 | 434,855,000 | 2.02% | ||
| 12 | BANK OF AMERICA CORP /DE/ | 5,299,197 | 428,122,000 | 1.98% | ||
| 13 | BlackRock Finance, Inc. | 4,885,214 | 394,676,000 | 1.83% | ||
| 14 | ENVESTNET ASSET MANAGEMENT INC | 4,814,474 | 388,958,000 | 1.80% | ||
| 15 | GOLDMAN SACHS GROUP INC | 3,398,200 | 274,539,000 | 1.27% | ||
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 3,379,594 | 273,036,000 | 1.27% | ||
| 17 | SEI INVESTMENTS CO | 2,938,154 | 237,373,000 | 1.10% | ||
| 18 | Morningstar Investment Services LLC | 2,354,233 | 190,199,000 | 0.88% | ||
| 19 | AMERIPRISE FINANCIAL INC | 2,204,400 | 177,904,000 | 0.82% | ||
| 20 | LINCOLN NATIONAL CORP | 2,165,139 | 174,922,000 | 0.81% | ||
| 21 | Betterment LLC | 2,067,395 | 167,025,000 | 0.77% | ||
| 22 | NATIXIS ADVISORS, LLC | 1,814,386 | 146,584,000 | 0.68% | ||
| 23 | Diana Davis Spencer Foundation | 1,608,100 | 129,918,000 | 0.60% | ||
| 24 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 1,581,664 | 127,783,000 | 0.59% | ||
| 25 | Bank of New York Mellon Corp | 1,506,980 | 121,748,000 | 0.56% | ||
| 26 | INR ADVISORY SERVICES LLC | 1,281,006 | 103,492,000 | 0.48% | ||
| 27 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1,179,622 | 95,302,000 | 0.44% | ||
| 28 | CITIGROUP INC | 1,129,942 | 91,288,000 | 0.42% | ||
| 29 | Cambridge Investment Research Advisors, Inc. | 1,088,889 | 87,971,000 | 0.41% | ||
| 30 | SUNTRUST BANKS INC | 994,344 | 80,332,000 | 0.37% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 965,304 | 77,988,000 | 0.36% | ||
| 32 | ALPS ADVISORS INC | 948,173 | 76,603,000 | 0.36% | ||
| 33 | VANGUARD GROUP INC | 938,737 | 75,840,000 | 0.35% | ||
| 34 | MADISON INVESTMENT HOLDINGS INC | 874,144 | 70,622,000 | 0.33% | ||
| 35 | BRINKER CAPITAL INC | 873,848 | 70,598,000 | 0.33% | ||
| 36 | Retirement Systems of Alabama | 854,008 | 68,995,000 | 0.32% | ||
| 37 | CAPITAL ONE, NATIONAL ASSOCIATION | 839,003 | 67,783,000 | 0.31% | ||
| 38 | Creative Planning | 784,165 | 63,352,000 | 0.29% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 778,268 | 62,911,000 | 0.29% | ||
| 40 | Acropolis Investment Management, LLC | 765,227 | 61,823,000 | 0.29% | ||
| 41 | ROYAL BANK OF CANADA | 738,583 | 59,672,000 | 0.28% | ||
| 42 | ASSETMARK, INC | 724,143 | 58,503,000 | 0.27% | ||
| 43 | M&T BANK CORP | 695,020 | 56,150,000 | 0.26% | ||
| 44 | Verus Financial Partners, Inc. | 683,788 | 55,243,000 | 0.26% | SH | |
| 45 | Edelman Financial Services, LLC | 677,986 | 54,775,000 | 0.25% | ||
| 46 | Atria Investments, Inc | 653,698 | 52,812,000 | 0.24% | ||
| 47 | Gradient Investments LLC | 643,220 | 51,966,000 | 0.24% | ||
| 48 | BARBER FINANCIAL GROUP, INC. | 613,234 | 49,543,000 | 0.23% | ||
| 49 | RETIREMENT CAPITAL STRATEGIES | 591,627 | 47,803,000 | 0.22% | ||
| 50 | Twele Capital Management, Inc. | 577,903 | 46,689,000 | 0.22% |
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.
