|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| MML Investors Services LLC
✚
|
|
|---|---|
| CRD # | 10409 |
| SEC # | 801-44264 |
| CIK # | 0000701059 |
| AUM | $90.0 B (2025-07-22) |
| Employees | 7,056 (70% Investors, 100% Brokers) |
| Phone | 413-737-8400 |
| Address | 1295 State Street Springfield, MA 01111-0001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Invesco Ltd | 1.3 | ||
| Leucadia National Corp | 0.3 | ||
| Lakes Entertainment Inc | 0.0 | ||
| Crane Co | 0.0 | ||
| Avista Corp | 0.0 | ||
| Sumitomo Mitsui Financial Group Inc | 0.0 | ||
| Itron Inc /WA/ | 0.0 | ||
| SBA Communications Corp | 0.0 | ||
| Gates Industrial Corp PLC | 0.0 | ||
| Cameco Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386,818 | 82.8 |
| (b) Individuals (high net worth individuals) | 735 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3,088 | 1.2 |
| (h) Charitable organizations | 596 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1,556 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 392,820 | 90.0 |
| By Discretionary | ||
| Discretionary | 178,037 | 53.1 |
| Non-Discretionary | 214,783 | 36.9 |
| Total | 392,820 | 90.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.0 | |
| Total | 392,820 | 90.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000701059] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 102.4 |
|
Janney Montgomery Scott LLC
✚
|
PA | 100.8 |
|
Record Currency Management Limited
✚
|
100.6 | |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 94.6 |
|
Truist Advisory Services Inc
✚
|
GA | 67.7 |
|
Fiducient Advisors LLC
✚
|
IL | 67.6 |
|
Goldman Sachs Asset Management Co Ltd
✚
|
67.6 | |
|
Rathbones Investment Management Limited
✚
|
67.0 | |
|
Invesco Asset Management Japan Limited
✚
|
61.5 | |
|
Mercer Global Advisors Inc
✚
|
CO | 60.3 |