| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 5,359,766 | 644,833,000 | 19.49% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 2,245,664 | 270,177,000 | 8.16% | ||
| 3 | AQR CAPITAL MANAGEMENT LLC | 1,233,170 | 148,363,000 | 4.48% | ||
| 4 | Evensky & Katz LLC | 1,196,624 | 143,965,000 | 4.35% | ||
| 5 | PITCAIRN CO | 1,012,359 | 121,797,000 | 3.68% | ||
| 6 | NORTHERN TRUST CORP | 844,962 | 101,657,000 | 3.07% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 702,130 | 84,473,000 | 2.55% | ||
| 8 | LPL Financial LLC | 635,256 | 75,386,000 | 2.28% | ||
| 9 | Tanglewood Wealth Management, Inc. | 541,936 | 65,200,000 | 1.97% | ||
| 10 | BARINGS LLC | 486,189 | 58,493,000 | 1.77% | ||
| 11 | UBS Group AG | 482,991 | 58,109,000 | 1.76% | ||
| 12 | AVIVA PLC | 468,473 | 56,362,000 | 1.70% | ||
| 13 | STIFEL FINANCIAL CORP | 452,915 | 54,533,000 | 1.65% | ||
| 14 | MORGAN STANLEY | 409,422 | 49,258,000 | 1.49% | ||
| 15 | DAVIS R M INC | 396,827 | 47,742,000 | 1.44% | ||
| 16 | Raymond James Financial Services Advisors, Inc. | 396,251 | 47,673,000 | 1.44% | ||
| 17 | ENVESTNET ASSET MANAGEMENT INC | 351,726 | 42,316,000 | 1.28% | ||
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 316,064 | 38,026,000 | 1.15% | ||
| 19 | GOLDMAN SACHS GROUP INC | 308,048 | 37,061,000 | 1.12% | ||
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 299,786 | 36,067,000 | 1.09% | ||
| 21 | BRIGHTON JONES LLC | 266,120 | 32,017,000 | 0.97% | ||
| 22 | TIAA CREF TRUST CO FSB/MO | 256,731 | 30,887,000 | 0.93% | ||
| 23 | ROYAL BANK OF CANADA | 255,818 | 30,779,000 | 0.93% | ||
| 24 | Bank of New York Mellon Corp | 238,403 | 28,683,000 | 0.87% | ||
| 25 | TEACHERS ADVISORS, LLC | 232,547 | 27,978,000 | 0.85% | ||
| 26 | Capital Analysts, LLC | 222,683 | 26,791,080 | 0.81% | ||
| 27 | US BANCORP \DE\ | 218,727 | 26,315,000 | 0.80% | ||
| 28 | GM Advisory Group, LLC | 211,036 | 25,390,000 | 0.77% | ||
| 29 | Stairway Partners, LLC | 207,189 | 24,927,000 | 0.75% | ||
| 30 | WELLS FARGO & COMPANY/MN | 205,633 | 24,740,000 | 0.75% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 195,053 | 23,467,000 | 0.71% | ||
| 32 | AMERIPRISE FINANCIAL INC | 191,305 | 23,015,000 | 0.70% | ||
| 33 | CAPTRUST FINANCIAL ADVISORS | 166,363 | 20,015,000 | 0.60% | ||
| 34 | JPMORGAN CHASE & CO | 162,148 | 19,507,000 | 0.59% | ||
| 35 | Wind River Trust Co | 158,385 | 19,055,000 | 0.58% | ||
| 36 | COMMERCE BANK | 151,333 | 18,206,000 | 0.55% | ||
| 37 | McCutchen Group LLC | 150,169 | 18,067,000 | 0.55% | ||
| 38 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 142,010 | 17,085,000 | 0.52% | ||
| 39 | BB&T SECURITIES, LLC | 136,611 | 16,435,000 | 0.50% | ||
| 40 | Curi Capital, LLC | 124,385 | 14,965,000 | 0.45% | ||
| 41 | Ballentine Partners, LLC | 122,599 | 14,750,000 | 0.45% | ||
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 122,496 | 14,737,000 | 0.45% | ||
| 43 | Commonwealth Equity Services, Inc | 119,391 | 14,364,000 | 0.43% | ||
| 44 | PLANNING ALTERNATIVES LTD /ADV | 118,836 | 14,297,000 | 0.43% | ||
| 45 | GLENHILL ADVISORS LLC | 116,366 | 14,000,000 | 0.42% | ||
| 46 | BLAIR WILLIAM & CO/IL | 112,722 | 13,562,000 | 0.41% | ||
| 47 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 112,148 | 13,493,000 | 0.41% | ||
| 48 | Neuberger Berman Group LLC | 111,173 | 13,375,000 | 0.40% | ||
| 49 | Consolidated Investment Group LLC | 105,873 | 12,738,000 | 0.38% | ||
| 50 | BROWN ADVISORY INC | 104,577 | 12,581,000 | 0.38% |
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.
