| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 5,117,740 | 625,848,000 | 20.29% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,973,951 | 241,395,000 | 7.82% | ||
| 3 | Evensky & Katz LLC | 1,248,968 | 152,736,000 | 4.95% | ||
| 4 | PITCAIRN CO | 1,066,469 | 130,419,000 | 4.23% | ||
| 5 | NORTHERN TRUST CORP | 858,323 | 104,964,000 | 3.40% | ||
| 6 | BB&T SECURITIES, LLC | 74,000 | 90,495,000 | 2.93% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 665,186 | 81,346,000 | 2.64% | ||
| 8 | AVIVA PLC | 615,794 | 75,305,000 | 2.44% | ||
| 9 | UBS Group AG | 563,161 | 68,869,000 | 2.23% | ||
| 10 | GOLDMAN SACHS GROUP INC | 540,825 | 66,138,000 | 2.14% | ||
| 11 | BARINGS LLC | 517,889 | 63,333,000 | 2.05% | ||
| 12 | Tanglewood Wealth Management, Inc. | 490,613 | 59,997,000 | 1.94% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 468,637 | 57,310,000 | 1.86% | ||
| 14 | Capital Analysts, LLC | 454,400 | 55,568,640 | 1.80% | ||
| 15 | STIFEL FINANCIAL CORP | 438,180 | 53,585,000 | 1.74% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 400,629 | 48,993,000 | 1.59% | ||
| 17 | BESSEMER GROUP INC | 400,229 | 48,944,000 | 1.59% | ||
| 18 | MORGAN STANLEY | 382,680 | 46,797,000 | 1.52% | ||
| 19 | LPL Financial LLC | 354,475 | 43,349,000 | 1.41% | ||
| 20 | BRIGHTON JONES LLC | 318,891 | 38,997,000 | 1.26% | ||
| 21 | TIAA CREF TRUST CO FSB/MO | 271,477 | 33,199,000 | 1.08% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 251,982 | 30,815,000 | 1.00% | ||
| 23 | US BANCORP \DE\ | 250,517 | 30,636,000 | 0.99% | ||
| 24 | Bank of New York Mellon Corp | 247,311 | 30,243,000 | 0.98% | ||
| 25 | CITY NATIONAL BANK | 225,117 | 27,529,000 | 0.89% | ||
| 26 | Stairway Partners, LLC | 223,081 | 27,281,000 | 0.88% | ||
| 27 | Wind River Trust Co | 211,792 | 25,168,000 | 0.82% | ||
| 28 | MANAGED ACCOUNT ADVISORS LLC | 200,239 | 24,487,000 | 0.79% | ||
| 29 | PLANNING ALTERNATIVES LTD /ADV | 179,304 | 21,927,000 | 0.71% | ||
| 30 | WELLS FARGO & COMPANY/MN | 171,985 | 21,032,000 | 0.68% | ||
| 31 | DEUTSCHE BANK AG\ | 155,040 | 18,959,000 | 0.61% | ||
| 32 | COMMERCE BANK | 154,838 | 18,935,000 | 0.61% | ||
| 33 | McCutchen Group LLC | 149,931 | 18,335,000 | 0.59% | ||
| 34 | GM Advisory Group, LLC | 149,224 | 18,249,000 | 0.59% | ||
| 35 | Commonwealth Equity Services, Inc | 145,274 | 17,766,000 | 0.58% | ||
| 36 | BOSTON PRIVATE BANK & TRUST CO | 113,893 | 13,928,000 | 0.45% | ||
| 37 | CAPTRUST FINANCIAL ADVISORS | 113,081 | 13,829,000 | 0.45% | ||
| 38 | Clark Capital Management Group, Inc. | 112,378 | 13,743,000 | 0.45% | ||
| 39 | ROYAL BANK OF CANADA | 108,372 | 13,254,000 | 0.43% | ||
| 40 | Consolidated Investment Group LLC | 105,873 | 12,947,000 | 0.42% | ||
| 41 | Ballentine Partners, LLC | 98,435 | 12,038,000 | 0.39% | ||
| 42 | BLAIR WILLIAM & CO/IL | 97,114 | 11,875,000 | 0.38% | ||
| 43 | STERNE AGEE GROUP, INC. | 94,113 | 11,509,000 | 0.37% | ||
| 44 | Highmount Capital, LLC | 92,198 | 11,275,000 | 0.37% | ||
| 45 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 89,548 | 10,951,000 | 0.35% | ||
| 46 | JPMORGAN CHASE & CO | 89,534 | 10,950,000 | 0.35% | ||
| 47 | M&T BANK CORP | 86,830 | 10,619,000 | 0.34% | ||
| 48 | Huntington Steele LLC | 86,381 | 10,564,000 | 0.34% | ||
| 49 | CREDIT SUISSE AG/ | 84,893 | 10,382,000 | 0.34% | ||
| 50 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 84,470 | 10,329,000 | 0.33% |
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.
