| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 655,086 | 88,397,000 | 33.56% | ||
| 2 | Family Firm, Inc. | 270,698 | 33,526,000 | 12.73% | ||
| 3 | JANE STREET GROUP, LLC | 121,782 | 16,433,000 | 6.24% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 111,631 | 15,064,000 | 5.72% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 82,611 | 11,147,000 | 4.23% | ||
| 6 | MORGAN STANLEY | 80,441 | 10,855,000 | 4.12% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 68,921 | 9,300,000 | 3.53% | ||
| 8 | LPL Financial LLC | 65,458 | 8,807,000 | 3.34% | ||
| 9 | Financial Planning & Information Services, Inc. | 43,426 | 5,860,000 | 2.23% | ||
| 10 | SG Americas Securities, LLC | 38,988 | 5,261,000 | 2.00% | ||
| 11 | WELLS FARGO & COMPANY/MN | 37,226 | 5,023,000 | 1.91% | ||
| 12 | BLAIR WILLIAM & CO/IL | 32,420 | 4,375,000 | 1.66% | ||
| 13 | US BANCORP \DE\ | 27,484 | 3,709,000 | 1.41% | ||
| 14 | Asset Management Group, Inc. | 23,233 | 3,135,000 | 1.19% | ||
| 15 | FMR LLC | 22,902 | 3,109,000 | 1.18% | ||
| 16 | STRINGER ASSET MANAGEMENT, LLC | 21,174 | 2,857,000 | 1.08% | ||
| 17 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,431,000 | 0.92% | ||
| 18 | Commonwealth Equity Services, Inc | 17,371 | 2,344,000 | 0.89% | ||
| 19 | JFB Holdings Corp | 16,900 | 2,280,000 | 0.87% | ||
| 20 | Barrington Strategic Wealth Management Group LLC | 14,970 | 2,020,000 | 0.77% | ||
| 21 | UBS Group AG | 14,806 | 1,998,000 | 0.76% | ||
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,177 | 1,913,000 | 0.73% | ||
| 23 | AMERICAN INTERNATIONAL GROUP, INC. | 12,510 | 1,688,106 | 0.64% | ||
| 24 | NATIXIS ADVISORS, LLC | 11,269 | 1,521,000 | 0.58% | ||
| 25 | GOLDMAN SACHS GROUP INC | 11,199 | 1,511,000 | 0.57% | ||
| 26 | RAYMOND JAMES & ASSOCIATES | 10,848 | 1,464,000 | 0.56% | ||
| 27 | MANAGED ACCOUNT ADVISORS LLC | 10,314 | 1,392,000 | 0.53% | ||
| 28 | ROYAL BANK OF CANADA | 9,627 | 1,298,000 | 0.49% | ||
| 29 | HighTower Advisors, LLC | 9,485 | 1,280,000 | 0.49% | ||
| 30 | WHITTIER TRUST CO | 6,461 | 872,000 | 0.33% | ||
| 31 | AMERIPRISE FINANCIAL INC | 5,541 | 748,000 | 0.28% | ||
| 32 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5,255 | 709,000 | 0.27% | ||
| 33 | CPWM, LLC | 4,441 | 599,000 | 0.23% | ||
| 34 | TRUIST FINANCIAL CORP | 4,211 | 568,000 | 0.22% | ||
| 35 | Timber Hill LLC | 4,164 | 562,000 | 0.21% | ||
| 36 | CITIGROUP INC | 3,774 | 509,000 | 0.19% | ||
| 37 | ENVESTNET ASSET MANAGEMENT INC | 3,758 | 507,000 | 0.19% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,551 | 479,000 | 0.18% | ||
| 39 | SCOTIA CAPITAL INC. | 3,504 | 473,000 | 0.18% | ||
| 40 | INVESTMENT CENTERS OF AMERICA INC | 3,488 | 471,000 | 0.18% | ||
| 41 | Independence Trust CO | 3,463 | 467,000 | 0.18% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 3,282 | 443,000 | 0.17% | ||
| 43 | Cetera Advisor Networks LLC | 3,273 | 441,000 | 0.17% | ||
| 44 | COMERICA BANK | 2,947 | 398,000 | 0.15% | ||
| 45 | M&T BANK CORP | 2,822 | 381,000 | 0.14% | ||
| 46 | NATIONAL PLANNING CORP | 2,722 | 370,000 | 0.14% | ||
| 47 | Sandy Spring Bank | 2,471 | 333,000 | 0.13% | ||
| 48 | Private Advisor Group, LLC | 2,465 | 333,000 | 0.13% | ||
| 49 | B. Riley Wealth Advisors, Inc. | 2,346 | 317,000 | 0.12% | ||
| 50 | NORRIS PERNE & FRENCH LLP/MI | 2,325 | 314,000 | 0.12% |
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.
