| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 727,792 | 93,696,000 | 32.85% | ||
| 2 | Family Firm, Inc. | 272,693 | 32,958,000 | 11.55% | ||
| 3 | LPL Financial LLC | 140,356 | 17,827,000 | 6.25% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 123,104 | 15,849,000 | 5.56% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 89,955 | 11,581,000 | 4.06% | ||
| 6 | JANE STREET GROUP, LLC | 74,704 | 9,617,000 | 3.37% | ||
| 7 | BLAIR WILLIAM & CO/IL | 68,088 | 8,765,000 | 3.07% | ||
| 8 | MORGAN STANLEY | 57,783 | 7,439,000 | 2.61% | ||
| 9 | WELLS FARGO & COMPANY/MN | 50,665 | 6,522,000 | 2.29% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 40,270 | 5,184,000 | 1.82% | ||
| 11 | Financial Planning & Information Services, Inc. | 39,034 | 5,025,000 | 1.76% | ||
| 12 | GOLDMAN SACHS GROUP INC | 36,204 | 4,661,000 | 1.63% | ||
| 13 | US BANCORP \DE\ | 28,747 | 3,701,000 | 1.30% | ||
| 14 | AMERIPRISE FINANCIAL INC | 25,839 | 3,326,000 | 1.17% | ||
| 15 | FMR LLC | 24,117 | 3,108,000 | 1.09% | ||
| 16 | Asset Management Group, Inc. | 23,826 | 3,067,000 | 1.08% | ||
| 17 | Commonwealth Equity Services, Inc | 23,472 | 3,022,000 | 1.06% | ||
| 18 | UBS Group AG | 21,736 | 2,798,000 | 0.98% | ||
| 19 | Legacy Private Trust Co. | 20,424 | 2,629,000 | 0.92% | ||
| 20 | TRUE PRIVATE WEALTH ADVISORS | 20,006 | 2,576,000 | 0.90% | ||
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,953 | 2,441,000 | 0.86% | ||
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,320,000 | 0.81% | ||
| 23 | NATIXIS ADVISORS, LLC | 17,725 | 2,282,000 | 0.80% | ||
| 24 | AMERICAN INTERNATIONAL GROUP, INC. | 17,167 | 2,210,000 | 0.77% | ||
| 25 | Boston Partners | 16,232 | 2,090,000 | 0.73% | ||
| 26 | ROYAL BANK OF CANADA | 15,659 | 2,016,000 | 0.71% | ||
| 27 | AFAM CAPITAL, INC. | 14,412 | 1,855,000 | 0.65% | ||
| 28 | OLIVER LUXXE ASSETS LLC | 14,337 | 1,846,000 | 0.65% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 13,610 | 1,752,000 | 0.61% | ||
| 30 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,418 | 1,728,000 | 0.61% | ||
| 31 | RAYMOND JAMES & ASSOCIATES | 13,003 | 1,674,000 | 0.59% | ||
| 32 | HighTower Advisors, LLC | 12,516 | 1,613,000 | 0.57% | ||
| 33 | JFB Holdings Corp | 11,870 | 1,528,000 | 0.54% | ||
| 34 | KALOS MANAGEMENT, INC. | 10,863 | 1,384,000 | 0.49% | ||
| 35 | Barrington Strategic Wealth Management Group LLC | 8,745 | 1,126,000 | 0.39% | ||
| 36 | Raymond James Financial Services Advisors, Inc. | 7,913 | 1,019,000 | 0.36% | ||
| 37 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6,498 | 837,000 | 0.29% | ||
| 38 | Advisory Services Network, LLC | 6,301 | 811,000 | 0.28% | ||
| 39 | NATIONAL PLANNING CORP | 5,584 | 727,000 | 0.25% | ||
| 40 | INVESTMENT CENTERS OF AMERICA INC | 5,475 | 705,000 | 0.25% | ||
| 41 | SITRIN CAPITAL MANAGEMENT LLC | 4,482 | 577,000 | 0.20% | ||
| 42 | CPWM, LLC | 4,448 | 573,000 | 0.20% | ||
| 43 | J.P. Morgan Private Wealth Advisors LLC | 3,855 | 496,000 | 0.17% | ||
| 44 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 3,706 | 478,000 | 0.17% | ||
| 45 | Cetera Advisor Networks LLC | 3,608 | 464,000 | 0.16% | ||
| 46 | WHITTIER TRUST CO | 3,572 | 460,000 | 0.16% | ||
| 47 | SCOTIA CAPITAL INC. | 3,504 | 451,000 | 0.16% | ||
| 48 | Independence Trust CO | 3,463 | 446,000 | 0.16% | ||
| 49 | CITIGROUP INC | 2,992 | 385,000 | 0.13% | ||
| 50 | Pure Financial Advisors, LLC | 2,871 | 371,000 | 0.13% |
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.
