| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 4,763,160 | 685,990,000 | 17.73% | ||
| 2 | JONES FINANCIAL COMPANIES LLLP | 1,571,004 | 226,256,000 | 5.85% | ||
| 3 | AQR CAPITAL MANAGEMENT LLC | 1,407,579 | 202,720,000 | 5.24% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 1,153,641 | 166,147,000 | 4.29% | ||
| 5 | PITCAIRN CO | 1,106,295 | 159,329,000 | 4.12% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 1,021,460 | 147,111,000 | 3.80% | ||
| 7 | NORTHERN TRUST CORP | 843,866 | 121,534,000 | 3.14% | ||
| 8 | GOLDMAN SACHS GROUP INC | 804,498 | 115,864,000 | 2.99% | ||
| 9 | Evensky & Katz LLC | 750,834 | 108,135,000 | 2.79% | ||
| 10 | AMERIPRISE FINANCIAL INC | 701,118 | 101,116,000 | 2.61% | ||
| 11 | UBS Group AG | 510,664 | 73,546,000 | 1.90% | ||
| 12 | STIFEL FINANCIAL CORP | 497,674 | 71,610,000 | 1.85% | ||
| 13 | BARINGS LLC | 473,489 | 68,192,000 | 1.76% | ||
| 14 | MORGAN STANLEY | 447,223 | 64,409,000 | 1.66% | ||
| 15 | DAVIS R M INC | 395,327 | 56,935,000 | 1.47% | ||
| 16 | LPL Financial LLC | 386,919 | 55,724,000 | 1.44% | ||
| 17 | AVIVA PLC | 377,260 | 54,337,000 | 1.40% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 358,249 | 51,595,000 | 1.33% | ||
| 19 | Tanglewood Wealth Management, Inc. | 316,294 | 45,553,000 | 1.18% | ||
| 20 | WELLS FARGO & COMPANY/MN | 277,819 | 40,011,000 | 1.03% | ||
| 21 | TIAA, FSB | 252,724 | 36,397,000 | 0.94% | ||
| 22 | CAPTRUST FINANCIAL ADVISORS | 247,428 | 35,634,000 | 0.92% | ||
| 23 | Bank of New York Mellon Corp | 223,578 | 32,199,000 | 0.83% | ||
| 24 | BRIGHTON JONES LLC | 201,721 | 29,052,000 | 0.75% | SH | |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 188,346 | 27,126,000 | 0.70% | ||
| 26 | JPMORGAN CHASE & CO | 178,528 | 25,711,000 | 0.66% | ||
| 27 | McCutchen Group LLC | 176,175 | 25,373,000 | 0.66% | ||
| 28 | US BANCORP \DE\ | 175,461 | 25,270,000 | 0.65% | ||
| 29 | Sigma Investment Management Co | 172,997 | 24,915,000 | 0.64% | ||
| 30 | Chicago Partners Investment Group LLC | 176,364 | 24,421,000 | 0.63% | ||
| 31 | Stairway Partners, LLC | 159,049 | 22,906,000 | 0.59% | ||
| 32 | Wind River Trust Co | 156,472 | 22,535,000 | 0.58% | ||
| 33 | ENVESTNET ASSET MANAGEMENT INC | 156,154 | 22,489,000 | 0.58% | ||
| 34 | COMMERCE BANK | 152,418 | 21,952,000 | 0.57% | ||
| 35 | Baker Avenue Asset Management, LP | 144,052 | 20,746,000 | 0.54% | ||
| 36 | AMALGAMATED BANK | 140,186 | 20,190,000 | 0.52% | ||
| 37 | WECHTER FELDMAN WEALTH MANAGEMENT, INC. | 138,933 | 20,009,000 | 0.52% | ||
| 38 | STATE STREET CORP | 138,559 | 19,957,000 | 0.52% | ||
| 39 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 138,230 | 19,908,000 | 0.51% | ||
| 40 | GM Advisory Group, LLC | 137,786 | 19,844,000 | 0.51% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 135,947 | 19,579,000 | 0.51% | ||
| 42 | Ballentine Partners, LLC | 133,343 | 19,574,000 | 0.51% | ||
| 43 | O'BRIEN WEALTH PARTNERS LLC | 133,117 | 19,172,000 | 0.50% | ||
| 44 | Commonwealth Equity Services, Inc | 132,411 | 19,070,000 | 0.49% | ||
| 45 | BLAIR WILLIAM & CO/IL | 122,003 | 17,571,000 | 0.45% | ||
| 46 | BROWN ADVISORY INC | 109,450 | 15,763,000 | 0.41% | ||
| 47 | Jackson Wealth Management, LLC | 107,441 | 15,728,000 | 0.41% | ||
| 48 | FIFTH THIRD BANCORP | 105,667 | 15,218,000 | 0.39% | ||
| 49 | BAIRD FINANCIAL GROUP, INC. | 105,240 | 15,157,000 | 0.39% | ||
| 50 | ROYAL BANK OF CANADA | 102,067 | 14,699,000 | 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.
