| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 4,847,948 | 544,473,000 | 20.15% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,834,554 | 206,040,000 | 7.62% | ||
| 3 | Evensky & Katz LLC | 1,286,727 | 144,512,000 | 5.35% | ||
| 4 | PITCAIRN CO | 1,018,990 | 114,443,000 | 4.23% | ||
| 5 | Bank of New York Mellon Corp | 887,759 | 99,704,000 | 3.69% | ||
| 6 | AVIVA PLC | 740,009 | 83,110,000 | 3.08% | ||
| 7 | NORTHERN TRUST CORP | 699,495 | 78,561,000 | 2.91% | ||
| 8 | ENVESTNET ASSET MANAGEMENT INC | 698,566 | 78,456,000 | 2.90% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 645,591 | 72,506,000 | 2.68% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 599,901 | 67,375,000 | 2.49% | ||
| 11 | BARINGS LLC | 592,489 | 66,542,000 | 2.46% | ||
| 12 | FMR LLC | 562,973 | 63,228,000 | 2.34% | ||
| 13 | STIFEL FINANCIAL CORP | 526,526 | 59,135,000 | 2.19% | ||
| 14 | Capital Analysts, LLC | 436,433 | 49,015,873 | 1.81% | ||
| 15 | Stairway Partners, LLC | 404,601 | 45,441,000 | 1.68% | ||
| 16 | BRIGHTON JONES LLC | 397,628 | 44,658,000 | 1.65% | ||
| 17 | MORGAN STANLEY | 388,295 | 43,609,000 | 1.61% | ||
| 18 | GOLDMAN SACHS GROUP INC | 335,413 | 37,670,000 | 1.39% | ||
| 19 | UBS AG | 316,241 | 35,517,000 | 1.31% | ||
| 20 | LPL Financial LLC | 294,233 | 33,045,000 | 1.22% | ||
| 21 | TIAA CREF TRUST CO FSB/MO | 281,784 | 31,647,000 | 1.17% | ||
| 22 | US BANCORP \DE\ | 261,316 | 29,348,000 | 1.09% | ||
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 234,340 | 26,320,000 | 0.97% | ||
| 24 | Wind River Trust Co | 196,356 | 22,052,000 | 0.82% | ||
| 25 | PLANNING ALTERNATIVES LTD /ADV | 196,199 | 22,035,000 | 0.82% | ||
| 26 | JPMORGAN CHASE & CO | 180,880 | 20,315,000 | 0.75% | ||
| 27 | Cambridge Investment Research Advisors, Inc. | 176,175 | 19,786,000 | 0.73% | ||
| 28 | BlackRock Investment Management, LLC | 169,857 | 19,077,000 | 0.71% | ||
| 29 | McCutchen Group LLC | 165,500 | 18,587,000 | 0.69% | ||
| 30 | WELLS FARGO & COMPANY/MN | 155,764 | 17,494,000 | 0.65% | ||
| 31 | COMMERCE BANK | 152,698 | 17,149,000 | 0.63% | ||
| 32 | ROYAL BANK OF CANADA | 138,278 | 15,530,000 | 0.57% | ||
| 33 | CITY NATIONAL BANK | 129,599 | 14,555,000 | 0.54% | ||
| 34 | BOSTON PRIVATE BANK & TRUST CO | 128,998 | 14,488,000 | 0.54% | ||
| 35 | CAPTRUST FINANCIAL ADVISORS | 118,256 | 13,267,000 | 0.49% | ||
| 36 | FIDUCIARY TRUST INTERNATIONAL LLC | 114,838 | 12,897,000 | 0.48% | ||
| 37 | BLAIR WILLIAM & CO/IL | 112,955 | 12,685,000 | 0.47% | ||
| 38 | Commonwealth Equity Services, Inc | 112,403 | 12,624,000 | 0.47% | ||
| 39 | Consolidated Investment Group LLC | 105,874 | 11,891,000 | 0.44% | ||
| 40 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 100,287 | 11,263,000 | 0.42% | ||
| 41 | BBVA USA Bancshares, Inc. | 99,889 | 11,219,000 | 0.42% | ||
| 42 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 98,160 | 11,024,000 | 0.41% | ||
| 43 | GLENMEDE TRUST CO NA | 97,463 | 10,945,000 | 0.40% | ||
| 44 | Ballentine Partners, LLC | 97,258 | 10,923,000 | 0.40% | ||
| 45 | Highmount Capital, LLC | 92,911 | 10,435,000 | 0.39% | ||
| 46 | STERNE AGEE GROUP, INC. | 92,704 | 10,412,000 | 0.39% | ||
| 47 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 89,548 | 10,057,000 | 0.37% | ||
| 48 | AMERIPRISE FINANCIAL INC | 88,693 | 9,961,000 | 0.37% | ||
| 49 | WILMINGTON TRUST CO | 83,694 | 9,400,000 | 0.35% | ||
| 50 | Huntington Steele LLC | 82,681 | 9,286,000 | 0.34% |
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.
