| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 601,455 | 73,143,000 | 29.77% | ||
| 2 | Family Firm, Inc. | 274,039 | 31,210,000 | 12.70% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 176,411 | 21,454,000 | 8.73% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 85,278 | 10,371,000 | 4.22% | ||
| 5 | LPL Financial LLC | 71,012 | 8,960,000 | 3.65% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 69,853 | 8,494,000 | 3.46% | ||
| 7 | MORGAN STANLEY | 67,151 | 8,166,000 | 3.32% | ||
| 8 | NATIXIS ADVISORS, LLC | 49,321 | 5,998,000 | 2.44% | ||
| 9 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 49,255 | 5,990,000 | 2.44% | ||
| 10 | WELLS FARGO & COMPANY/MN | 43,406 | 5,278,000 | 2.15% | ||
| 11 | Financial Planning & Information Services, Inc. | 42,464 | 5,164,000 | 2.10% | ||
| 12 | BLAIR WILLIAM & CO/IL | 37,627 | 4,575,000 | 1.86% | ||
| 13 | GOLDMAN SACHS GROUP INC | 29,874 | 3,633,000 | 1.48% | ||
| 14 | US BANCORP \DE\ | 27,808 | 3,381,000 | 1.38% | ||
| 15 | FMR LLC | 24,200 | 2,894,000 | 1.18% | ||
| 16 | Asset Management Group, Inc. | 23,397 | 2,845,000 | 1.16% | ||
| 17 | ROYAL BANK OF CANADA | 22,751 | 2,767,000 | 1.13% | ||
| 18 | Commonwealth Equity Services, Inc | 20,580 | 2,503,000 | 1.02% | ||
| 19 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,191,000 | 0.89% | ||
| 20 | UBS Group AG | 16,778 | 2,040,000 | 0.83% | ||
| 21 | THIRD AVENUE MANAGEMENT LLC | 16,465 | 2,002,000 | 0.81% | ||
| 22 | AMERICAN INTERNATIONAL GROUP, INC. | 16,328 | 1,985,000 | 0.81% | ||
| 23 | DEAN INVESTMENT ASSOCIATES, LLC | 16,150 | 1,964,000 | 0.80% | ||
| 24 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16,150 | 1,964,000 | 0.80% | ||
| 25 | HighTower Advisors, LLC | 15,976 | 1,943,000 | 0.79% | ||
| 26 | NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 15,793 | 1,920,000 | 0.78% | ||
| 27 | STRINGER ASSET MANAGEMENT, LLC | 15,271 | 1,857,000 | 0.76% | ||
| 28 | SNOW CAPITAL MANAGEMENT LP | 13,718 | 1,668,000 | 0.68% | ||
| 29 | JFB Holdings Corp | 12,385 | 1,506,000 | 0.61% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,228 | 1,487,000 | 0.61% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 11,408 | 1,387,000 | 0.56% | ||
| 32 | JANE STREET GROUP, LLC | 10,267 | 1,249,000 | 0.51% | ||
| 33 | Barrington Strategic Wealth Management Group LLC | 7,175 | 873,000 | 0.36% | ||
| 34 | Advisory Services Network, LLC | 6,660 | 810,000 | 0.33% | ||
| 35 | AMERIPRISE FINANCIAL INC | 5,898 | 717,000 | 0.29% | ||
| 36 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 5,560 | 676,000 | 0.28% | ||
| 37 | WHITTIER TRUST CO | 5,461 | 664,000 | 0.27% | ||
| 38 | FEDERATED HERMES, INC. | 4,992 | 607,000 | 0.25% | ||
| 39 | Timber Hill LLC | 4,864 | 592,000 | 0.24% | ||
| 40 | NATIONAL PLANNING CORP | 4,442 | 589,000 | 0.24% | ||
| 41 | ENVESTNET ASSET MANAGEMENT INC | 4,807 | 585,000 | 0.24% | ||
| 42 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 4,493 | 546,000 | 0.22% | ||
| 43 | CPWM, LLC | 4,448 | 541,000 | 0.22% | ||
| 44 | Allianz Asset Management GmbH | 3,535 | 430,000 | 0.18% | ||
| 45 | CITIGROUP INC | 3,528 | 429,000 | 0.17% | ||
| 46 | SCOTIA CAPITAL INC. | 3,504 | 426,000 | 0.17% | ||
| 47 | Independence Trust CO | 3,463 | 421,000 | 0.17% | ||
| 48 | Cetera Advisor Networks LLC | 3,397 | 412,000 | 0.17% | ||
| 49 | M&T BANK CORP | 3,204 | 390,000 | 0.16% | ||
| 50 | J.P. Morgan Private Wealth Advisors LLC | 3,177 | 386,000 | 0.16% |
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.
