| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 502,779 | 65,552,000 | 39.68% | ||
| 2 | MORGAN STANLEY | 87,898 | 11,461,000 | 6.94% | ||
| 3 | JONES FINANCIAL COMPANIES LLLP | 81,826 | 10,668,000 | 6.46% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 68,944 | 8,989,000 | 5.44% | ||
| 5 | LPL Financial LLC | 46,358 | 5,961,000 | 3.61% | ||
| 6 | Financial Planning & Information Services, Inc. | 44,527 | 5,805,000 | 3.51% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 42,071 | 5,485,000 | 3.32% | ||
| 8 | WELLS FARGO & COMPANY/MN | 33,486 | 4,366,000 | 2.64% | ||
| 9 | US BANCORP \DE\ | 27,472 | 3,582,000 | 2.17% | ||
| 10 | FMR LLC | 24,143 | 3,155,000 | 1.91% | ||
| 11 | Asset Management Group, Inc. | 23,005 | 2,999,000 | 1.82% | ||
| 12 | STRINGER ASSET MANAGEMENT, LLC | 21,363 | 2,785,000 | 1.69% | ||
| 13 | ENVESTNET ASSET MANAGEMENT INC | 19,427 | 2,533,000 | 1.53% | ||
| 14 | UBS AG | 18,908 | 2,465,000 | 1.49% | ||
| 15 | JFB Holdings Corp | 18,345 | 2,392,000 | 1.45% | ||
| 16 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,349,000 | 1.42% | ||
| 17 | Commonwealth Equity Services, Inc | 15,916 | 2,075,000 | 1.26% | ||
| 18 | Barrington Strategic Wealth Management Group LLC | 15,020 | 1,958,000 | 1.19% | ||
| 19 | AMERICAN INTERNATIONAL GROUP, INC. | 14,868 | 1,938,533 | 1.17% | ||
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,376 | 1,874,000 | 1.13% | ||
| 21 | MANAGED ACCOUNT ADVISORS LLC | 13,375 | 1,744,000 | 1.06% | ||
| 22 | WHITTIER TRUST CO | 6,461 | 842,000 | 0.51% | ||
| 23 | BAROMETER CAPITAL MANAGEMENT INC. | 6,400 | 834,000 | 0.50% | ||
| 24 | Placemark Investments, Inc. | 5,500 | 717,000 | 0.43% | ||
| 25 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 4,928 | 643,000 | 0.39% | ||
| 26 | TRUIST FINANCIAL CORP | 4,650 | 606,000 | 0.37% | ||
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,582 | 597,000 | 0.36% | ||
| 28 | CPWM, LLC | 4,427 | 577,000 | 0.35% | ||
| 29 | HighTower Advisors, LLC | 4,386 | 572,000 | 0.35% | ||
| 30 | BLAIR WILLIAM & CO/IL | 4,070 | 530,000 | 0.32% | ||
| 31 | CREDIT SUISSE AG/ | 3,825 | 499,000 | 0.30% | ||
| 32 | CITIGROUP INC | 3,533 | 461,000 | 0.28% | ||
| 33 | SCOTIA CAPITAL INC. | 3,493 | 455,000 | 0.28% | ||
| 34 | Independence Trust CO | 3,463 | 452,000 | 0.27% | ||
| 35 | INVESTMENT CENTERS OF AMERICA INC | 3,411 | 446,000 | 0.27% | ||
| 36 | ROYAL BANK OF CANADA | 3,364 | 438,000 | 0.27% | ||
| 37 | J.P. Morgan Private Wealth Advisors LLC | 3,282 | 428,000 | 0.26% | ||
| 38 | Cetera Advisor Networks LLC | 3,234 | 422,000 | 0.26% | ||
| 39 | COMERICA BANK | 2,947 | 384,000 | 0.23% | ||
| 40 | M&T BANK CORP | 2,762 | 360,000 | 0.22% | ||
| 41 | Private Advisor Group, LLC | 2,688 | 350,000 | 0.21% | ||
| 42 | Sandy Spring Bank | 2,500 | 326,000 | 0.20% | ||
| 43 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 2,443 | 319,000 | 0.19% | ||
| 44 | B. Riley Wealth Advisors, Inc. | 2,346 | 306,000 | 0.19% | ||
| 45 | Gibson Capital, LLC | 2,328 | 303,000 | 0.18% | ||
| 46 | NEXT Financial Group, Inc | 2,118 | 276,000 | 0.17% | ||
| 47 | AMERIPRISE FINANCIAL INC | 2,084 | 272,000 | 0.16% | ||
| 48 | JANE STREET GROUP, LLC | 1,975 | 258,000 | 0.16% | ||
| 49 | Private Ocean, LLC | 1,953 | 255,000 | 0.15% | ||
| 50 | Janney Montgomery Scott LLC | 1,949 | 254,111 | 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.
