| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,539,831 | 75,660,000 | 16.43% | ||
| 2 | ASPIRIANT, LLC | 1,497,549 | 73,582,000 | 15.98% | ||
| 3 | Family Firm, Inc. | 264,344 | 35,152,000 | 7.63% | ||
| 4 | Simply Money Advisors | 407,211 | 20,008,000 | 4.34% | ||
| 5 | MORGAN STANLEY | 350,589 | 17,227,000 | 3.74% | ||
| 6 | EDGE ADVISORS, LLC | 276,831 | 13,602,000 | 2.95% | ||
| 7 | LPL Financial LLC | 269,946 | 13,360,000 | 2.90% | ||
| 8 | BLAIR WILLIAM & CO/IL | 257,256 | 12,640,000 | 2.74% | ||
| 9 | JONES FINANCIAL COMPANIES LLLP | 254,539 | 12,507,000 | 2.72% | ||
| 10 | WELLS FARGO & COMPANY/MN | 226,723 | 11,140,000 | 2.42% | ||
| 11 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 203,966 | 10,023,000 | 2.18% | ||
| 12 | JANE STREET GROUP, LLC | 199,387 | 9,797,000 | 2.13% | ||
| 13 | Sigma Planning Corp | 192,975 | 9,482,000 | 2.06% | ||
| 14 | ROYAL BANK OF CANADA | 153,796 | 7,556,000 | 1.64% | ||
| 15 | EQUITY INVESTMENT CORP ACQUISITION INC | 149,974 | 7,369,000 | 1.60% | ||
| 16 | UBS Group AG | 125,864 | 6,184,000 | 1.34% | ||
| 17 | HECK CAPITAL ADVISORS, LLC | 125,706 | 6,176,577 | 1.34% | ||
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 124,570 | 6,121,000 | 1.33% | ||
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108,475 | 5,330,000 | 1.16% | ||
| 20 | TRUE PRIVATE WEALTH ADVISORS | 107,758 | 5,320,000 | 1.16% | ||
| 21 | GOLDMAN SACHS GROUP INC | 106,827 | 5,249,000 | 1.14% | ||
| 22 | Commonwealth Equity Services, Inc | 103,910 | 5,106,000 | 1.11% | ||
| 23 | AMERIPRISE FINANCIAL INC | 99,076 | 4,869,000 | 1.06% | ||
| 24 | Financial Planning & Information Services, Inc. | 94,800 | 4,658,000 | 1.01% | ||
| 25 | US BANCORP \DE\ | 93,845 | 4,611,000 | 1.00% | ||
| 26 | HEFTY WEALTH PARTNERS | 88,003 | 4,324,000 | 0.94% | ||
| 27 | BADGLEY PHELPS & BELL INC | 87,618 | 4,305,000 | 0.93% | ||
| 28 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 81,099 | 3,985,000 | 0.87% | ||
| 29 | NATIXIS ADVISORS, LLC | 76,748 | 3,771,000 | 0.82% | ||
| 30 | Asset Management Group, Inc. | 71,306 | 3,504,000 | 0.76% | ||
| 31 | FMR LLC | 57,844 | 2,847,000 | 0.62% | ||
| 32 | Boston Partners | 55,374 | 2,721,000 | 0.59% | ||
| 33 | HOWLAND CAPITAL MANAGEMENT LLC | 54,054 | 2,656,000 | 0.58% | ||
| 34 | ADVISOR GROUP, INC. | 53,617 | 2,634,000 | 0.57% | ||
| 35 | SNOW CAPITAL MANAGEMENT LP | 50,723 | 2,492,000 | 0.54% | ||
| 36 | RAYMOND JAMES & ASSOCIATES | 48,359 | 2,376,000 | 0.52% | ||
| 37 | OLIVER LUXXE ASSETS LLC | 45,779 | 2,249,000 | 0.49% | ||
| 38 | MSI Financial Services Inc | 43,681 | 2,147,000 | 0.47% | ||
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41,580 | 2,043,000 | 0.44% | ||
| 40 | First Allied Advisory Services, Inc. | 36,496 | 1,793,000 | 0.39% | ||
| 41 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 35,278 | 1,733,000 | 0.38% | ||
| 42 | HighTower Advisors, LLC | 34,427 | 1,692,000 | 0.37% | ||
| 43 | J.P. Morgan Private Wealth Advisors LLC | 31,323 | 1,539,000 | 0.33% | ||
| 44 | Regal Investment Advisors LLC | 31,157 | 1,531,000 | 0.33% | ||
| 45 | ENVESTNET ASSET MANAGEMENT INC | 27,958 | 1,374,000 | 0.30% | ||
| 46 | KALOS MANAGEMENT, INC. | 27,426 | 1,348,000 | 0.29% | ||
| 47 | Barrington Strategic Wealth Management Group LLC | 25,270 | 1,242,000 | 0.27% | ||
| 48 | SHINE INVESTMENT ADVISORY SERVICES INC | 25,211 | 1,239,000 | 0.27% | ||
| 49 | Cambridge Investment Research Advisors, Inc. | 22,311 | 1,096,000 | 0.24% | ||
| 50 | NATIONAL PLANNING CORP | 21,029 | 1,039,000 | 0.23% |
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.
