| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 12/14/1971 |
| ADV Location | BLOOMINGTON, IL, United States |
| Contact Info | 800 xxxxxxx |
| AUM* | 12,938,660,000 27% |
| of that, discretionary | 12,938,660,000 27% |
| Number of Employees | 7,930 7109% |
| of those in investment advisory functions | 7,930 7109% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,990,120 -100% |
| % High Net Worth | 4.06% 100% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds