| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 5,214,718 | 668,475,000 | 21.97% | ||
| 2 | AQR CAPITAL MANAGEMENT LLC | 1,680,558 | 215,431,000 | 7.08% | ||
| 3 | PITCAIRN CO | 999,159 | 128,083,000 | 4.21% | ||
| 4 | Evensky & Katz LLC | 943,412 | 120,936,000 | 3.97% | ||
| 5 | NORTHERN TRUST CORP | 855,812 | 109,706,000 | 3.61% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 819,217 | 105,016,000 | 3.45% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 749,259 | 96,048,000 | 3.16% | ||
| 8 | AVIVA PLC | 530,179 | 67,958,000 | 2.23% | ||
| 9 | BARINGS LLC | 473,489 | 60,697,000 | 1.99% | ||
| 10 | UBS Group AG | 453,208 | 58,097,000 | 1.91% | ||
| 11 | LPL Financial LLC | 420,974 | 53,535,000 | 1.76% | ||
| 12 | GOLDMAN SACHS GROUP INC | 408,195 | 52,327,000 | 1.72% | ||
| 13 | STIFEL FINANCIAL CORP | 403,374 | 51,711,000 | 1.70% | ||
| 14 | DAVIS R M INC | 396,827 | 50,869,000 | 1.67% | ||
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 379,357 | 48,630,000 | 1.60% | ||
| 16 | ENVESTNET ASSET MANAGEMENT INC | 337,463 | 43,259,000 | 1.42% | ||
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 298,168 | 38,222,000 | 1.26% | ||
| 18 | Raymond James Financial Services Advisors, Inc. | 264,487 | 33,905,000 | 1.11% | ||
| 19 | US BANCORP \DE\ | 255,871 | 32,800,000 | 1.08% | ||
| 20 | TIAA CREF TRUST CO FSB/MO | 249,257 | 31,953,000 | 1.05% | ||
| 21 | MORGAN STANLEY | 237,475 | 30,441,000 | 1.00% | ||
| 22 | BRIGHTON JONES LLC | 236,005 | 30,253,497 | 0.99% | SH | |
| 23 | AMERIPRISE FINANCIAL INC | 235,854 | 30,244,000 | 0.99% | ||
| 24 | Bank of New York Mellon Corp | 221,520 | 28,397,000 | 0.93% | ||
| 25 | Sigma Investment Management Co | 199,631 | 25,591,000 | 0.84% | ||
| 26 | McCutchen Group LLC | 192,910 | 24,729,000 | 0.81% | ||
| 27 | WELLS FARGO & COMPANY/MN | 185,628 | 23,795,000 | 0.78% | ||
| 28 | Stairway Partners, LLC | 171,589 | 21,996,000 | 0.72% | ||
| 29 | Tanglewood Wealth Management, Inc. | 167,067 | 21,416,000 | 0.70% | ||
| 30 | AMALGAMATED BANK | 164,372 | 21,071,000 | 0.69% | ||
| 31 | TEACHERS ADVISORS, LLC | 160,559 | 20,582,000 | 0.68% | ||
| 32 | Wind River Trust Co | 158,385 | 20,303,000 | 0.67% | ||
| 33 | Commonwealth Equity Services, Inc | 153,103 | 19,626,000 | 0.65% | ||
| 34 | COMMERCE BANK | 152,747 | 19,581,000 | 0.64% | ||
| 35 | O'BRIEN WEALTH PARTNERS LLC | 147,701 | 18,934,000 | 0.62% | ||
| 36 | GM Advisory Group, LLC | 141,054 | 18,082,000 | 0.59% | ||
| 37 | CAPTRUST FINANCIAL ADVISORS | 141,749 | 17,580,000 | 0.58% | ||
| 38 | Capital Analysts, LLC | 132,662 | 17,006,044 | 0.56% | ||
| 39 | Ballentine Partners, LLC | 132,522 | 16,988,000 | 0.56% | ||
| 40 | Baker Avenue Asset Management, LP | 129,152 | 16,556,000 | 0.54% | ||
| 41 | BROWN ADVISORY INC | 111,487 | 14,292,000 | 0.47% | ||
| 42 | Truepoint, Inc. | 108,528 | 13,912,000 | 0.46% | ||
| 43 | COMPASS FINANCIAL GROUP, INC. | 95,349 | 12,223,000 | 0.40% | ||
| 44 | ROYAL BANK OF CANADA | 95,055 | 12,186,000 | 0.40% | ||
| 45 | SENTINEL TRUST CO LBA | 93,966 | 12,046,000 | 0.40% | ||
| 46 | Diversified Portfolios, Inc. | 91,363 | 11,712,000 | 0.38% | ||
| 47 | CITADEL ADVISORS LLC | 89,538 | 11,478,000 | 0.38% | ||
| 48 | JPMORGAN CHASE & CO | 87,183 | 11,176,000 | 0.37% | ||
| 49 | STRATEGIC INVESTMENT MANAGEMENT, LLC | 84,730 | 10,861,000 | 0.36% | ||
| 50 | BLAIR WILLIAM & CO/IL | 81,845 | 10,492,000 | 0.34% |
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.
