| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 276,269 | 34,896,000 | 24.70% | ||
| 2 | MORGAN STANLEY | 92,436 | 11,675,000 | 8.26% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 83,145 | 10,502,000 | 7.43% | ||
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72,703 | 9,183,000 | 6.50% | ||
| 5 | Financial Planning & Information Services, Inc. | 46,262 | 5,843,000 | 4.14% | ||
| 6 | Timber Hill LLC | 42,723 | 5,396,000 | 3.82% | ||
| 7 | LPL Financial LLC | 42,472 | 5,365,000 | 3.80% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 38,096 | 4,812,000 | 3.41% | ||
| 9 | WELLS FARGO & COMPANY/MN | 36,852 | 4,655,000 | 3.30% | ||
| 10 | JFB Holdings Corp | 29,090 | 3,674,000 | 2.60% | ||
| 11 | US BANCORP \DE\ | 28,409 | 3,589,000 | 2.54% | ||
| 12 | FMR LLC | 25,108 | 3,142,000 | 2.22% | ||
| 13 | STRINGER ASSET MANAGEMENT, LLC | 24,150 | 3,050,000 | 2.16% | ||
| 14 | Asset Management Group, Inc. | 23,002 | 2,905,000 | 2.06% | ||
| 15 | BANK OF AMERICA CORP /DE/ | 22,219 | 2,807,000 | 1.99% | ||
| 16 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,276,000 | 1.61% | ||
| 17 | CREDIT SUISSE AG/ | 17,280 | 2,183,000 | 1.55% | ||
| 18 | Barrington Strategic Wealth Management Group LLC | 16,200 | 2,046,000 | 1.45% | ||
| 19 | UBS AG | 15,722 | 1,986,000 | 1.41% | ||
| 20 | Commonwealth Equity Services, Inc | 15,687 | 1,981,000 | 1.40% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 15,161 | 1,915,000 | 1.36% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,037 | 1,521,000 | 1.08% | ||
| 23 | NATIXIS ADVISORS, LLC | 9,331 | 1,179,000 | 0.83% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 9,066 | 1,145,133 | 0.81% | ||
| 25 | WHITTIER TRUST CO | 6,065 | 766,000 | 0.54% | ||
| 26 | HHG & Company, LLC | 6,001 | 758,000 | 0.54% | ||
| 27 | ROYAL BANK OF CANADA | 5,907 | 746,000 | 0.53% | ||
| 28 | GLENMEDE TRUST CO NA | 5,886 | 743,000 | 0.53% | ||
| 29 | INVESTMENT CENTERS OF AMERICA INC | 6,004 | 682,000 | 0.48% | ||
| 30 | HighTower Advisors, LLC | 5,266 | 665,000 | 0.47% | ||
| 31 | TRUIST FINANCIAL CORP | 5,249 | 663,000 | 0.47% | ||
| 32 | CPWM, LLC | 4,415 | 558,000 | 0.39% | ||
| 33 | BLAIR WILLIAM & CO/IL | 3,970 | 501,000 | 0.35% | ||
| 34 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3,865 | 488,000 | 0.35% | ||
| 35 | J.P. Morgan Private Wealth Advisors LLC | 3,787 | 479,000 | 0.34% | ||
| 36 | SCOTIA CAPITAL INC. | 3,493 | 441,000 | 0.31% | ||
| 37 | Independence Trust CO | 3,463 | 437,000 | 0.31% | ||
| 38 | Cetera Advisor Networks LLC | 3,384 | 427,000 | 0.30% | ||
| 39 | Retirement Planning Group, LLC | 3,200 | 404,000 | 0.29% | ||
| 40 | Advisors Preferred, LLC | 2,517 | 317,922 | 0.23% | ||
| 41 | Sandy Spring Bank | 2,500 | 316,000 | 0.22% | ||
| 42 | Round Table Services, LLC | 2,464 | 311,000 | 0.22% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,345 | 296,000 | 0.21% | ||
| 44 | Gibson Capital, LLC | 2,328 | 294,000 | 0.21% | ||
| 45 | NORRIS PERNE & FRENCH LLP/MI | 2,325 | 294,000 | 0.21% | ||
| 46 | CITIGROUP INC | 2,191 | 277,000 | 0.20% | ||
| 47 | Private Ocean, LLC | 1,998 | 252,000 | 0.18% | ||
| 48 | NATIONAL PLANNING CORP | 1,914 | 244,000 | 0.17% | ||
| 49 | B. Riley Wealth Advisors, Inc. | 1,767 | 223,000 | 0.16% | ||
| 50 | KCM INVESTMENT ADVISORS LLC | 1,714 | 216,000 | 0.15% |
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.
