| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 729,579 | 98,347,000 | 38.00% | ||
| 2 | Family Firm, Inc. | 265,300 | 32,892,000 | 12.71% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 92,503 | 12,469,000 | 4.82% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 84,894 | 11,443,000 | 4.42% | ||
| 5 | LPL Financial LLC | 75,428 | 10,098,000 | 3.90% | ||
| 6 | MORGAN STANLEY | 73,338 | 9,886,000 | 3.82% | ||
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 71,447 | 9,630,000 | 3.72% | ||
| 8 | Financial Planning & Information Services, Inc. | 42,897 | 5,783,000 | 2.23% | ||
| 9 | WELLS FARGO & COMPANY/MN | 42,750 | 5,763,000 | 2.23% | ||
| 10 | BLAIR WILLIAM & CO/IL | 32,420 | 4,370,000 | 1.69% | ||
| 11 | JANE STREET GROUP, LLC | 29,463 | 3,972,000 | 1.53% | ||
| 12 | US BANCORP \DE\ | 28,667 | 3,864,000 | 1.49% | ||
| 13 | FMR LLC | 26,959 | 3,627,000 | 1.40% | ||
| 14 | MANAGED ACCOUNT ADVISORS LLC | 23,697 | 3,194,000 | 1.23% | ||
| 15 | Asset Management Group, Inc. | 23,355 | 3,148,000 | 1.22% | ||
| 16 | STRINGER ASSET MANAGEMENT, LLC | 21,466 | 2,894,000 | 1.12% | ||
| 17 | Commonwealth Equity Services, Inc | 18,244 | 2,459,000 | 0.95% | ||
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,429,000 | 0.94% | ||
| 19 | NATIXIS ADVISORS, LLC | 16,978 | 2,289,000 | 0.88% | ||
| 20 | HighTower Advisors, LLC | 16,465 | 2,220,000 | 0.86% | ||
| 21 | JFB Holdings Corp | 15,275 | 2,059,000 | 0.80% | ||
| 22 | UBS Group AG | 14,856 | 2,003,000 | 0.77% | ||
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14,436 | 1,946,000 | 0.75% | ||
| 24 | ROYAL BANK OF CANADA | 13,010 | 1,754,000 | 0.68% | ||
| 25 | Barrington Strategic Wealth Management Group LLC | 12,950 | 1,746,000 | 0.67% | ||
| 26 | AMERICAN INTERNATIONAL GROUP, INC. | 11,963 | 1,612,667 | 0.62% | ||
| 27 | RAYMOND JAMES & ASSOCIATES | 11,488 | 1,549,000 | 0.60% | ||
| 28 | GOLDMAN SACHS GROUP INC | 11,264 | 1,518,000 | 0.59% | ||
| 29 | Advisory Services Network, LLC | 6,724 | 912,000 | 0.35% | ||
| 30 | COMERICA BANK | 5,894 | 794,000 | 0.31% | ||
| 31 | AMERIPRISE FINANCIAL INC | 5,635 | 760,000 | 0.29% | ||
| 32 | WHITTIER TRUST CO | 5,461 | 736,000 | 0.28% | ||
| 33 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5,255 | 708,000 | 0.27% | ||
| 34 | SG Americas Securities, LLC | 4,825 | 650,000 | 0.25% | ||
| 35 | ENVESTNET ASSET MANAGEMENT INC | 4,488 | 605,000 | 0.23% | ||
| 36 | CPWM, LLC | 4,448 | 600,000 | 0.23% | ||
| 37 | Timber Hill LLC | 4,164 | 561,000 | 0.22% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,135 | 557,000 | 0.22% | ||
| 39 | NATIONAL PLANNING CORP | 3,661 | 488,000 | 0.19% | ||
| 40 | SCOTIA CAPITAL INC. | 3,504 | 471,000 | 0.18% | ||
| 41 | Independence Trust CO | 3,463 | 467,000 | 0.18% | ||
| 42 | J.P. Morgan Private Wealth Advisors LLC | 3,282 | 442,000 | 0.17% | ||
| 43 | Cetera Advisor Networks LLC | 3,273 | 441,000 | 0.17% | ||
| 44 | CITIGROUP INC | 3,192 | 430,000 | 0.17% | ||
| 45 | M&T BANK CORP | 2,900 | 391,000 | 0.15% | ||
| 46 | TRUIST FINANCIAL CORP | 2,859 | 385,000 | 0.15% | ||
| 47 | Sandy Spring Bank | 2,471 | 333,000 | 0.13% | ||
| 48 | NORRIS PERNE & FRENCH LLP/MI | 2,325 | 313,000 | 0.12% | ||
| 49 | ROBLE, BELKO & COMPANY, INC | 2,038 | 275,000 | 0.11% | ||
| 50 | Round Table Services, LLC | 1,914 | 258,000 | 0.10% |
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.
