| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 4,676,043 | 550,557,000 | 19.09% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,852,525 | 335,857,000 | 11.65% | ||
| 3 | Evensky & Katz LLC | 1,279,897 | 150,695,000 | 5.23% | ||
| 4 | PITCAIRN CO | 971,460 | 114,380,000 | 3.97% | ||
| 5 | NORTHERN TRUST CORP | 701,404 | 82,583,000 | 2.86% | ||
| 6 | AVIVA PLC | 673,455 | 79,293,000 | 2.75% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 628,637 | 74,016,000 | 2.57% | ||
| 8 | BARINGS LLC | 592,489 | 69,760,000 | 2.42% | ||
| 9 | ENVESTNET ASSET MANAGEMENT INC | 582,695 | 68,606,000 | 2.38% | ||
| 10 | UBS AG | 566,193 | 66,664,000 | 2.31% | ||
| 11 | STIFEL FINANCIAL CORP | 534,305 | 62,909,000 | 2.18% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 527,991 | 62,166,000 | 2.16% | ||
| 13 | Capital Analysts, LLC | 439,542 | 51,751,675 | 1.79% | ||
| 14 | Stairway Partners, LLC | 398,924 | 46,969,000 | 1.63% | ||
| 15 | MORGAN STANLEY | 395,468 | 46,562,000 | 1.61% | ||
| 16 | FMR LLC | 377,322 | 44,426,000 | 1.54% | ||
| 17 | BRIGHTON JONES LLC | 371,571 | 43,749,000 | 1.52% | ||
| 18 | GOLDMAN SACHS GROUP INC | 352,954 | 41,557,000 | 1.44% | ||
| 19 | LPL Financial LLC | 291,569 | 34,329,000 | 1.19% | ||
| 20 | TIAA CREF TRUST CO FSB/MO | 279,263 | 32,880,000 | 1.14% | ||
| 21 | US BANCORP \DE\ | 262,179 | 30,869,000 | 1.07% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 254,105 | 29,918,000 | 1.04% | ||
| 23 | CITY NATIONAL BANK | 250,332 | 29,474,000 | 1.02% | ||
| 24 | Bank of New York Mellon Corp | 213,507 | 25,138,000 | 0.87% | ||
| 25 | Wind River Trust Co | 205,188 | 24,158,000 | 0.84% | ||
| 26 | Cambridge Investment Research Advisors, Inc. | 198,205 | 23,337,000 | 0.81% | ||
| 27 | PLANNING ALTERNATIVES LTD /ADV | 187,809 | 22,113,000 | 0.77% | ||
| 28 | JPMORGAN CHASE & CO | 181,545 | 21,375,000 | 0.74% | ||
| 29 | BlackRock Investment Management, LLC | 164,371 | 19,353,000 | 0.67% | ||
| 30 | McCutchen Group LLC | 156,009 | 18,368,000 | 0.64% | ||
| 31 | COMMERCE BANK | 151,595 | 17,849,000 | 0.62% | ||
| 32 | CREDIT SUISSE AG/ | 147,575 | 17,375,000 | 0.60% | ||
| 33 | WELLS FARGO & COMPANY/MN | 145,883 | 17,176,000 | 0.60% | ||
| 34 | ROYAL BANK OF CANADA | 144,284 | 16,988,000 | 0.59% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 144,279 | 16,987,000 | 0.59% | ||
| 36 | Commonwealth Equity Services, Inc | 128,907 | 15,178,000 | 0.53% | ||
| 37 | DEUTSCHE BANK AG\ | 128,712 | 15,154,000 | 0.53% | ||
| 38 | BOSTON PRIVATE BANK & TRUST CO | 124,408 | 14,648,000 | 0.51% | ||
| 39 | FIDUCIARY TRUST INTERNATIONAL LLC | 112,493 | 13,245,000 | 0.46% | ||
| 40 | CAPTRUST FINANCIAL ADVISORS | 111,224 | 13,096,000 | 0.45% | ||
| 41 | BLAIR WILLIAM & CO/IL | 110,918 | 13,059,000 | 0.45% | ||
| 42 | Consolidated Investment Group LLC | 105,874 | 12,466,000 | 0.43% | ||
| 43 | BBVA USA Bancshares, Inc. | 103,462 | 12,181,000 | 0.42% | ||
| 44 | Virtu Financial LLC | 98,871 | 11,641,000 | 0.40% | ||
| 45 | STERNE AGEE GROUP, INC. | 94,808 | 11,163,000 | 0.39% | ||
| 46 | Ballentine Partners, LLC | 92,118 | 10,846,000 | 0.38% | ||
| 47 | AMERIPRISE FINANCIAL INC | 91,751 | 10,803,000 | 0.37% | ||
| 48 | Highmount Capital, LLC | 90,150 | 10,614,000 | 0.37% | ||
| 49 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 89,980 | 10,594,000 | 0.37% | ||
| 50 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 89,548 | 10,543,000 | 0.37% |
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.
