| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ASPIRIANT, LLC | 1,643,412 | 75,761,000 | 26.86% | ||
| 2 | Family Firm, Inc. | 264,062 | 33,850,000 | 12.00% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 709,077 | 32,688,000 | 11.59% | ||
| 4 | JONES FINANCIAL COMPANIES LLLP | 257,370 | 11,865,000 | 4.21% | ||
| 5 | BLAIR WILLIAM & CO/IL | 243,393 | 11,220,000 | 3.98% | ||
| 6 | MORGAN STANLEY | 238,404 | 10,990,000 | 3.90% | ||
| 7 | WELLS FARGO & COMPANY/MN | 181,748 | 8,378,000 | 2.97% | ||
| 8 | LPL Financial LLC | 168,958 | 7,713,000 | 2.73% | ||
| 9 | UBS Group AG | 120,081 | 5,536,000 | 1.96% | ||
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 115,054 | 5,305,000 | 1.88% | ||
| 11 | GOLDMAN SACHS GROUP INC | 107,370 | 4,950,000 | 1.76% | ||
| 12 | TRUE PRIVATE WEALTH ADVISORS | 102,214 | 4,639,000 | 1.64% | ||
| 13 | Financial Planning & Information Services, Inc. | 99,381 | 4,581,000 | 1.62% | ||
| 14 | AMERIPRISE FINANCIAL INC | 86,800 | 4,001,000 | 1.42% | ||
| 15 | US BANCORP \DE\ | 83,022 | 3,827,000 | 1.36% | ||
| 16 | Commonwealth Equity Services, Inc | 73,698 | 3,397,000 | 1.20% | ||
| 17 | ROYAL BANK OF CANADA | 73,125 | 3,371,000 | 1.20% | ||
| 18 | Asset Management Group, Inc. | 70,903 | 3,269,000 | 1.16% | ||
| 19 | FMR LLC | 64,822 | 2,958,000 | 1.05% | ||
| 20 | JFB Holdings Corp | 62,169 | 2,866,000 | 1.02% | ||
| 21 | ADVISOR GROUP, INC. | 56,551 | 2,606,000 | 0.92% | ||
| 22 | HOWLAND CAPITAL MANAGEMENT LLC | 54,054 | 2,492,000 | 0.88% | ||
| 23 | Boston Partners | 48,696 | 2,245,000 | 0.80% | ||
| 24 | OLIVER LUXXE ASSETS LLC | 44,446 | 2,049,000 | 0.73% | ||
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41,443 | 1,910,000 | 0.68% | ||
| 26 | NATIXIS ADVISORS, LLC | 40,028 | 1,845,000 | 0.65% | ||
| 27 | MSI Financial Services Inc | 37,799 | 1,743,000 | 0.62% | ||
| 28 | HighTower Advisors, LLC | 36,154 | 1,671,000 | 0.59% | ||
| 29 | ENVESTNET ASSET MANAGEMENT INC | 36,115 | 1,665,000 | 0.59% | ||
| 30 | KALOS MANAGEMENT, INC. | 28,015 | 1,292,000 | 0.46% | ||
| 31 | Barrington Strategic Wealth Management Group LLC | 25,960 | 1,197,000 | 0.42% | ||
| 32 | JANE STREET GROUP, LLC | 24,813 | 1,144,000 | 0.41% | ||
| 33 | RAYMOND JAMES & ASSOCIATES | 22,233 | 1,025,000 | 0.36% | ||
| 34 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 21,806 | 1,006,000 | 0.36% | ||
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,918 | 964,000 | 0.34% | ||
| 36 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 20,147 | 929,000 | 0.33% | ||
| 37 | Advisory Services Network, LLC | 18,486 | 852,000 | 0.30% | ||
| 38 | NATIONAL PLANNING CORP | 18,364 | 834,000 | 0.30% | ||
| 39 | Cambridge Investment Research Advisors, Inc. | 17,357 | 800,000 | 0.28% | ||
| 40 | SITRIN CAPITAL MANAGEMENT LLC | 14,398 | 664,000 | 0.24% | ||
| 41 | Sigma Planning Corp | 14,181 | 654,000 | 0.23% | ||
| 42 | Cetera Advisor Networks LLC | 13,841 | 638,000 | 0.23% | ||
| 43 | CPWM, LLC | 13,345 | 615,000 | 0.22% | ||
| 44 | Raymond James Financial Services Advisors, Inc. | 11,415 | 526,000 | 0.19% | ||
| 45 | Private Advisor Group, LLC | 10,908 | 498,000 | 0.18% | ||
| 46 | WHITTIER TRUST CO | 10,716 | 494,000 | 0.18% | ||
| 47 | SCOTIA CAPITAL INC. | 10,512 | 485,000 | 0.17% | ||
| 48 | Independence Trust CO | 10,389 | 479,000 | 0.17% | ||
| 49 | CITIGROUP INC | 9,824 | 453,000 | 0.16% | ||
| 50 | J.P. Morgan Private Wealth Advisors LLC | 9,267 | 427,000 | 0.15% |
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.
