| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 5,542,995 | 687,221,000 | 24.06% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 1,736,827 | 215,332,000 | 7.54% | ||
| 3 | Evensky & Katz LLC | 1,238,084 | 153,497,000 | 5.37% | ||
| 4 | PITCAIRN CO | 835,735 | 103,615,000 | 3.63% | ||
| 5 | NORTHERN TRUST CORP | 825,457 | 102,340,000 | 3.58% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 651,885 | 80,822,000 | 2.83% | ||
| 7 | Tanglewood Wealth Management, Inc. | 641,631 | 79,549,000 | 2.78% | ||
| 8 | UBS Group AG | 595,499 | 73,830,000 | 2.58% | ||
| 9 | AVIVA PLC | 528,105 | 65,474,000 | 2.29% | ||
| 10 | BARINGS LLC | 502,589 | 62,311,000 | 2.18% | ||
| 11 | DAVIS R M INC | 397,303 | 49,258,000 | 1.72% | ||
| 12 | Capital Analysts, LLC | 386,348 | 47,899,527 | 1.68% | ||
| 13 | STIFEL FINANCIAL CORP | 330,507 | 40,965,000 | 1.43% | ||
| 14 | MORGAN STANLEY | 323,431 | 40,099,000 | 1.40% | ||
| 15 | LPL Financial LLC | 311,907 | 38,599,000 | 1.35% | ||
| 16 | GOLDMAN SACHS GROUP INC | 310,308 | 38,472,000 | 1.35% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 291,650 | 36,159,000 | 1.27% | ||
| 18 | BRIGHTON JONES LLC | 279,110 | 34,604,000 | 1.21% | ||
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 276,152 | 34,237,000 | 1.20% | ||
| 20 | TIAA CREF TRUST CO FSB/MO | 267,887 | 33,212,000 | 1.16% | ||
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | 252,142 | 31,260,000 | 1.09% | ||
| 22 | US BANCORP \DE\ | 247,177 | 30,645,000 | 1.07% | ||
| 23 | GM Advisory Group, LLC | 245,598 | 30,449,000 | 1.07% | ||
| 24 | Bank of New York Mellon Corp | 225,171 | 27,917,000 | 0.98% | ||
| 25 | Stairway Partners, LLC | 212,328 | 26,324,000 | 0.92% | ||
| 26 | CITY NATIONAL BANK | 203,567 | 25,238,000 | 0.88% | ||
| 27 | Wind River Trust Co | 189,135 | 23,449,000 | 0.82% | ||
| 28 | Virtu Financial LLC | 179,626 | 22,270,000 | 0.78% | ||
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 172,525 | 21,390,000 | 0.75% | ||
| 30 | PLANNING ALTERNATIVES LTD /ADV | 156,099 | 19,353,000 | 0.68% | ||
| 31 | COMMERCE BANK | 150,552 | 18,665,000 | 0.65% | ||
| 32 | CAPTRUST FINANCIAL ADVISORS | 149,393 | 18,522,000 | 0.65% | ||
| 33 | JPMORGAN CHASE & CO | 145,172 | 17,999,000 | 0.63% | ||
| 34 | McCutchen Group LLC | 140,790 | 17,455,000 | 0.61% | ||
| 35 | Commonwealth Equity Services, Inc | 131,991 | 16,364,000 | 0.57% | ||
| 36 | WELLS FARGO & COMPANY/MN | 127,270 | 15,779,000 | 0.55% | ||
| 37 | ROYAL BANK OF CANADA | 113,053 | 14,017,000 | 0.49% | ||
| 38 | BLAIR WILLIAM & CO/IL | 108,904 | 13,501,000 | 0.47% | ||
| 39 | Consolidated Investment Group LLC | 105,873 | 13,126,000 | 0.46% | ||
| 40 | Ballentine Partners, LLC | 100,755 | 12,492,000 | 0.44% | ||
| 41 | Highmount Capital, LLC | 88,125 | 10,926,000 | 0.38% | ||
| 42 | CREDIT SUISSE AG/ | 86,369 | 10,708,000 | 0.37% | ||
| 43 | AMERIPRISE FINANCIAL INC | 80,849 | 10,024,000 | 0.35% | ||
| 44 | FIDUCIARY TRUST INTERNATIONAL LLC | 73,838 | 9,154,000 | 0.32% | ||
| 45 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 65,148 | 8,077,000 | 0.28% | ||
| 46 | PRUDENTIAL FINANCIAL INC | 61,550 | 7,631,000 | 0.27% | ||
| 47 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 61,490 | 7,623,000 | 0.27% | ||
| 48 | Huntington Steele LLC | 56,876 | 7,051,000 | 0.25% | ||
| 49 | Neuberger Berman Group LLC | 55,494 | 6,880,000 | 0.24% | ||
| 50 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 55,235 | 6,848,000 | 0.24% |
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.
