| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 4,910,042 | 573,444,000 | 21.31% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,807,470 | 211,094,000 | 7.85% | ||
| 3 | Evensky & Katz LLC | 1,288,508 | 150,485,000 | 5.59% | ||
| 4 | PITCAIRN CO | 947,269 | 110,632,000 | 4.11% | ||
| 5 | NORTHERN TRUST CORP | 732,408 | 85,538,000 | 3.18% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 651,432 | 76,080,000 | 2.83% | ||
| 7 | AVIVA PLC | 613,824 | 71,689,000 | 2.66% | ||
| 8 | UBS AG | 591,028 | 69,026,000 | 2.57% | ||
| 9 | BARINGS LLC | 587,289 | 68,589,000 | 2.55% | ||
| 10 | STIFEL FINANCIAL CORP | 540,891 | 63,171,000 | 2.35% | ||
| 11 | ENVESTNET ASSET MANAGEMENT INC | 503,558 | 58,810,000 | 2.19% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 444,403 | 51,902,000 | 1.93% | ||
| 13 | Capital Analysts, LLC | 431,368 | 50,379,568 | 1.87% | ||
| 14 | Tanglewood Wealth Management, Inc. | 410,753 | 47,972,000 | 1.78% | ||
| 15 | GOLDMAN SACHS GROUP INC | 408,654 | 47,727,000 | 1.77% | ||
| 16 | BRIGHTON JONES LLC | 355,970 | 41,574,000 | 1.55% | ||
| 17 | MORGAN STANLEY | 354,202 | 41,369,000 | 1.54% | ||
| 18 | Stairway Partners, LLC | 328,347 | 38,348,000 | 1.43% | ||
| 19 | US BANCORP \DE\ | 325,594 | 38,026,000 | 1.41% | ||
| 20 | LPL Financial LLC | 288,850 | 33,281,000 | 1.24% | ||
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 270,937 | 31,644,000 | 1.18% | ||
| 22 | TIAA CREF TRUST CO FSB/MO | 270,396 | 31,579,000 | 1.17% | ||
| 23 | CITY NATIONAL BANK | 249,378 | 29,125,000 | 1.08% | ||
| 24 | Bank of New York Mellon Corp | 217,850 | 25,443,000 | 0.95% | ||
| 25 | Wind River Trust Co | 205,792 | 24,034,000 | 0.89% | ||
| 26 | JPMORGAN CHASE & CO | 195,854 | 22,873,000 | 0.85% | ||
| 27 | PLANNING ALTERNATIVES LTD /ADV | 185,230 | 21,633,000 | 0.80% | ||
| 28 | CREDIT SUISSE AG/ | 174,564 | 20,387,000 | 0.76% | ||
| 29 | Commonwealth Equity Services, Inc | 163,382 | 19,081,000 | 0.71% | ||
| 30 | WELLS FARGO & COMPANY/MN | 157,992 | 18,451,000 | 0.69% | ||
| 31 | McCutchen Group LLC | 154,979 | 18,100,000 | 0.67% | ||
| 32 | COMMERCE BANK | 151,360 | 17,677,000 | 0.66% | ||
| 33 | DEUTSCHE BANK AG\ | 129,081 | 15,075,000 | 0.56% | ||
| 34 | FMR LLC | 125,252 | 14,628,000 | 0.54% | ||
| 35 | BOSTON PRIVATE BANK & TRUST CO | 122,508 | 14,308,000 | 0.53% | ||
| 36 | CAPTRUST FINANCIAL ADVISORS | 113,785 | 13,289,000 | 0.49% | ||
| 37 | Consolidated Investment Group LLC | 105,873 | 12,365,000 | 0.46% | ||
| 38 | AMERIPRISE FINANCIAL INC | 100,868 | 11,784,000 | 0.44% | ||
| 39 | ROYAL BANK OF CANADA | 96,859 | 11,312,000 | 0.42% | ||
| 40 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 95,680 | 11,174,000 | 0.42% | ||
| 41 | STERNE AGEE GROUP, INC. | 93,934 | 11,017,000 | 0.41% | ||
| 42 | BBVA USA Bancshares, Inc. | 91,580 | 10,696,000 | 0.40% | ||
| 43 | Ballentine Partners, LLC | 90,860 | 10,612,000 | 0.39% | ||
| 44 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 89,548 | 10,458,000 | 0.39% | ||
| 45 | M&T BANK CORP | 87,089 | 10,172,000 | 0.38% | ||
| 46 | Huntington Steele LLC | 86,956 | 10,156,000 | 0.38% | ||
| 47 | BLAIR WILLIAM & CO/IL | 86,862 | 10,144,000 | 0.38% | ||
| 48 | Highmount Capital, LLC | 83,943 | 9,803,000 | 0.36% | ||
| 49 | AMALGAMATED BANK | 81,055 | 9,466,000 | 0.35% | ||
| 50 | FIDUCIARY TRUST INTERNATIONAL LLC | 69,670 | 8,137,000 | 0.30% |
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.
