| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 668,860 | 89,808,000 | 31.16% | ||
| 2 | Family Firm, Inc. | 266,735 | 33,080,000 | 11.48% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 169,831 | 22,803,000 | 7.91% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 89,422 | 12,007,000 | 4.17% | ||
| 5 | BLAIR WILLIAM & CO/IL | 82,212 | 11,039,000 | 3.83% | ||
| 6 | MORGAN STANLEY | 68,265 | 9,166,000 | 3.18% | ||
| 7 | LPL Financial LLC | 63,194 | 8,416,000 | 2.92% | ||
| 8 | WELLS FARGO & COMPANY/MN | 52,072 | 6,992,000 | 2.43% | ||
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,795 | 6,955,000 | 2.41% | ||
| 10 | UBS Group AG | 40,002 | 5,371,000 | 1.86% | ||
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 38,550 | 5,176,000 | 1.80% | ||
| 12 | Financial Planning & Information Services, Inc. | 36,262 | 4,869,000 | 1.69% | ||
| 13 | GOLDMAN SACHS GROUP INC | 35,761 | 4,802,000 | 1.67% | ||
| 14 | AMERIPRISE FINANCIAL INC | 30,337 | 4,075,000 | 1.41% | ||
| 15 | TRUE PRIVATE WEALTH ADVISORS | 30,191 | 4,053,000 | 1.41% | ||
| 16 | US BANCORP \DE\ | 29,880 | 4,012,000 | 1.39% | ||
| 17 | Commonwealth Equity Services, Inc | 24,609 | 3,304,000 | 1.15% | ||
| 18 | Asset Management Group, Inc. | 23,687 | 3,180,000 | 1.10% | ||
| 19 | ROYAL BANK OF CANADA | 23,558 | 3,163,000 | 1.10% | ||
| 20 | GENEVA PARTNERS, LLC | 60,484 | 3,081,000 | 1.07% | ||
| 21 | FMR LLC | 21,978 | 2,911,000 | 1.01% | ||
| 22 | JANE STREET GROUP, LLC | 18,963 | 2,546,000 | 0.88% | ||
| 23 | ADVISOR GROUP, INC. | 18,309 | 2,457,000 | 0.85% | ||
| 24 | HOWLAND CAPITAL MANAGEMENT LLC | 18,018 | 2,419,000 | 0.84% | ||
| 25 | Boston Partners | 16,232 | 2,179,000 | 0.76% | ||
| 26 | ENVESTNET ASSET MANAGEMENT INC | 15,519 | 2,084,000 | 0.72% | ||
| 27 | OLIVER LUXXE ASSETS LLC | 13,729 | 1,843,000 | 0.64% | ||
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13,674 | 1,836,000 | 0.64% | ||
| 29 | HighTower Advisors, LLC | 12,156 | 1,629,000 | 0.57% | ||
| 30 | NATIXIS ADVISORS, LLC | 11,570 | 1,554,000 | 0.54% | ||
| 31 | JFB Holdings Corp | 10,905 | 1,464,000 | 0.51% | ||
| 32 | KALOS MANAGEMENT, INC. | 9,616 | 1,291,000 | 0.45% | ||
| 33 | Sigma Planning Corp | 8,332 | 1,119,000 | 0.39% | ||
| 34 | Barrington Strategic Wealth Management Group LLC | 8,265 | 1,110,000 | 0.39% | ||
| 35 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6,498 | 873,000 | 0.30% | ||
| 36 | Advisory Services Network, LLC | 6,229 | 836,000 | 0.29% | ||
| 37 | NATIONAL PLANNING CORP | 17,370 | 787,000 | 0.27% | ||
| 38 | Legacy Private Trust Co. | 5,640 | 757,000 | 0.26% | ||
| 39 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 5,331 | 717,000 | 0.25% | ||
| 40 | SITRIN CAPITAL MANAGEMENT LLC | 4,800 | 644,000 | 0.22% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 4,713 | 633,000 | 0.22% | ||
| 42 | CPWM, LLC | 4,448 | 597,000 | 0.21% | ||
| 43 | MSI Financial Services Inc | 3,755 | 504,000 | 0.17% | ||
| 44 | Cetera Advisor Networks LLC | 3,723 | 501,000 | 0.17% | ||
| 45 | WHITTIER TRUST CO | 3,572 | 480,000 | 0.17% | ||
| 46 | SCOTIA CAPITAL INC. | 3,504 | 470,000 | 0.16% | ||
| 47 | Independence Trust CO | 3,463 | 465,000 | 0.16% | ||
| 48 | Janney Montgomery Scott LLC | 3,510 | 459,000 | 0.16% | ||
| 49 | Private Advisor Group, LLC | 3,441 | 458,000 | 0.16% | ||
| 50 | CITIGROUP INC | 3,413 | 458,000 | 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.
