| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 5,908,938 | 731,822,000 | 24.47% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,476,457 | 182,859,000 | 6.11% | ||
| 3 | Evensky & Katz LLC | 1,275,770 | 158,004,000 | 5.28% | ||
| 4 | PITCAIRN CO | 889,279 | 110,137,000 | 3.68% | ||
| 5 | NORTHERN TRUST CORP | 863,565 | 106,953,000 | 3.58% | ||
| 6 | UBS Group AG | 800,779 | 99,176,000 | 3.32% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 664,456 | 82,293,000 | 2.75% | ||
| 8 | GOLDMAN SACHS GROUP INC | 556,765 | 68,955,000 | 2.31% | ||
| 9 | AVIVA PLC | 554,067 | 68,621,000 | 2.29% | ||
| 10 | BARINGS LLC | 515,489 | 63,843,000 | 2.13% | ||
| 11 | Tanglewood Wealth Management, Inc. | 491,647 | 60,890,000 | 2.04% | ||
| 12 | Capital Analysts, LLC | 451,824 | 55,958,438 | 1.87% | ||
| 13 | BESSEMER GROUP INC | 400,229 | 49,569,000 | 1.66% | ||
| 14 | DAVIS R M INC | 396,827 | 49,147,000 | 1.64% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 377,198 | 46,716,000 | 1.56% | ||
| 16 | LPL Financial LLC | 334,289 | 41,301,000 | 1.38% | ||
| 17 | MORGAN STANLEY | 323,086 | 40,014,000 | 1.34% | ||
| 18 | STIFEL FINANCIAL CORP | 320,867 | 39,739,000 | 1.33% | ||
| 19 | BRIGHTON JONES LLC | 303,889 | 37,637,000 | 1.26% | ||
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 302,203 | 37,615,000 | 1.26% | ||
| 21 | TIAA CREF TRUST CO FSB/MO | 271,714 | 33,651,000 | 1.13% | ||
| 22 | PNC FINANCIAL SERVICES GROUP, INC. | 251,881 | 31,195,000 | 1.04% | ||
| 23 | US BANCORP \DE\ | 249,264 | 30,871,000 | 1.03% | ||
| 24 | GM Advisory Group, LLC | 245,379 | 30,390,000 | 1.02% | ||
| 25 | Bank of New York Mellon Corp | 229,291 | 28,398,000 | 0.95% | ||
| 26 | Stairway Partners, LLC | 213,480 | 26,439,000 | 0.88% | ||
| 27 | CITY NATIONAL BANK | 213,095 | 26,392,000 | 0.88% | ||
| 28 | Wind River Trust Co | 212,611 | 26,332,000 | 0.88% | ||
| 29 | PLANNING ALTERNATIVES LTD /ADV | 159,344 | 19,735,000 | 0.66% | ||
| 30 | COMMERCE BANK | 158,182 | 19,591,000 | 0.66% | ||
| 31 | McCutchen Group LLC | 148,230 | 18,358,000 | 0.61% | ||
| 32 | CAPTRUST FINANCIAL ADVISORS | 142,362 | 17,631,557 | 0.59% | ||
| 33 | WELLS FARGO & COMPANY/MN | 124,317 | 15,396,000 | 0.51% | ||
| 34 | Commonwealth Equity Services, Inc | 123,667 | 15,316,000 | 0.51% | ||
| 35 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 118,000 | 14,614,000 | 0.49% | ||
| 36 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 113,155 | 14,014,000 | 0.47% | ||
| 37 | BOSTON PRIVATE BANK & TRUST CO | 112,963 | 13,990,000 | 0.47% | ||
| 38 | JPMORGAN CHASE & CO | 112,783 | 13,968,000 | 0.47% | ||
| 39 | ROYAL BANK OF CANADA | 112,306 | 13,908,000 | 0.47% | ||
| 40 | Consolidated Investment Group LLC | 105,873 | 13,112,000 | 0.44% | ||
| 41 | Ballentine Partners, LLC | 100,056 | 12,392,000 | 0.41% | ||
| 42 | BLAIR WILLIAM & CO/IL | 99,797 | 12,359,000 | 0.41% | ||
| 43 | STERNE AGEE GROUP, INC. | 89,361 | 11,159,000 | 0.37% | ||
| 44 | Highmount Capital, LLC | 90,085 | 11,157,000 | 0.37% | ||
| 45 | FIDUCIARY TRUST INTERNATIONAL LLC | 72,860 | 9,024,000 | 0.30% | ||
| 46 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 68,740 | 8,513,000 | 0.28% | ||
| 47 | AMERIPRISE FINANCIAL INC | 66,887 | 8,453,000 | 0.28% | ||
| 48 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 65,148 | 8,069,000 | 0.27% | ||
| 49 | PRUDENTIAL FINANCIAL INC | 61,350 | 7,598,000 | 0.25% | ||
| 50 | BBVA USA Bancshares, Inc. | 61,112 | 7,568,000 | 0.25% |
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.
