| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 5,322,100 | 660,047,000 | 22.01% | ||
| 2 | AQR CAPITAL MANAGEMENT LLC | 1,678,745 | 208,198,000 | 6.94% | ||
| 3 | Evensky & Katz LLC | 1,160,745 | 143,955,000 | 4.80% | ||
| 4 | PITCAIRN CO | 1,016,503 | 126,067,000 | 4.20% | ||
| 5 | NORTHERN TRUST CORP | 825,962 | 102,436,000 | 3.42% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 771,175 | 95,641,000 | 3.19% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 688,943 | 85,443,000 | 2.85% | ||
| 8 | AVIVA PLC | 498,134 | 61,779,000 | 2.06% | ||
| 9 | BARINGS LLC | 482,989 | 59,900,000 | 2.00% | ||
| 10 | UBS Group AG | 446,603 | 55,388,000 | 1.85% | ||
| 11 | LPL Financial LLC | 418,805 | 51,664,000 | 1.72% | ||
| 12 | DAVIS R M INC | 396,827 | 49,214,000 | 1.64% | ||
| 13 | GOLDMAN SACHS GROUP INC | 355,623 | 44,104,000 | 1.47% | ||
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | 317,855 | 39,420,000 | 1.31% | ||
| 15 | Raymond James Financial Services Advisors, Inc. | 304,339 | 37,744,000 | 1.26% | ||
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 258,024 | 31,995,000 | 1.07% | ||
| 17 | TIAA CREF TRUST CO FSB/MO | 256,598 | 31,823,000 | 1.06% | ||
| 18 | BRIGHTON JONES LLC | 243,080 | 30,147,000 | 1.01% | ||
| 19 | STIFEL FINANCIAL CORP | 215,881 | 26,775,000 | 0.89% | ||
| 20 | MORGAN STANLEY | 215,202 | 26,689,000 | 0.89% | ||
| 21 | AMERIPRISE FINANCIAL INC | 212,750 | 26,384,000 | 0.88% | ||
| 22 | US BANCORP \DE\ | 210,897 | 26,156,000 | 0.87% | ||
| 23 | ENVESTNET ASSET MANAGEMENT INC | 210,321 | 26,084,000 | 0.87% | ||
| 24 | Stairway Partners, LLC | 206,202 | 25,573,000 | 0.85% | ||
| 25 | Sigma Investment Management Co | 206,154 | 25,567,000 | 0.85% | ||
| 26 | WELLS FARGO & COMPANY/MN | 199,610 | 24,755,000 | 0.83% | ||
| 27 | McCutchen Group LLC | 193,188 | 23,959,000 | 0.80% | ||
| 28 | Bank of New York Mellon Corp | 191,390 | 23,736,000 | 0.79% | ||
| 29 | CREDIT SUISSE AG/ | 186,699 | 23,154,000 | 0.77% | ||
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 170,391 | 21,132,000 | 0.70% | ||
| 31 | Wind River Trust Co | 158,385 | 19,643,000 | 0.66% | ||
| 32 | COMMERCE BANK | 152,912 | 18,965,000 | 0.63% | ||
| 33 | O'BRIEN WEALTH PARTNERS LLC | 149,795 | 18,578,000 | 0.62% | ||
| 34 | AMALGAMATED BANK | 142,023 | 18,321,000 | 0.61% | ||
| 35 | Commonwealth Equity Services, Inc | 147,575 | 18,302,000 | 0.61% | ||
| 36 | Mader & Shannon Wealth Management, Inc. | 144,403 | 17,908,000 | 0.60% | ||
| 37 | TRUST CO | 144,279 | 17,893,000 | 0.60% | ||
| 38 | GM Advisory Group, LLC | 143,850 | 17,840,000 | 0.59% | ||
| 39 | Capital Analysts, LLC | 136,034 | 16,870,987 | 0.56% | ||
| 40 | Ballentine Partners, LLC | 135,412 | 16,794,000 | 0.56% | ||
| 41 | Tanglewood Wealth Management, Inc. | 132,198 | 16,395,000 | 0.55% | ||
| 42 | Baker Avenue Asset Management, LP | 114,077 | 14,148,000 | 0.47% | ||
| 43 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 112,148 | 13,909,000 | 0.46% | ||
| 44 | BROWN ADVISORY INC | 109,967 | 13,638,000 | 0.45% | ||
| 45 | Truepoint, Inc. | 109,239 | 13,548,000 | 0.45% | ||
| 46 | ROYAL BANK OF CANADA | 107,468 | 13,328,000 | 0.44% | ||
| 47 | Consolidated Investment Group LLC | 105,873 | 13,130,000 | 0.44% | ||
| 48 | JPMORGAN CHASE & CO | 96,480 | 11,965,000 | 0.40% | ||
| 49 | COMPASS FINANCIAL GROUP, INC. | 92,599 | 11,484,000 | 0.38% | ||
| 50 | Diversified Portfolios, Inc. | 92,444 | 11,465,000 | 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.
