| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3,482,037 | 175,286,000 | 23.43% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 3,151,393 | 159,082,000 | 21.26% | ||
| 3 | ASPIRIANT, LLC | 1,412,298 | 71,293,000 | 9.53% | ||
| 4 | Family Firm, Inc. | 256,310 | 35,858,000 | 4.79% | ||
| 5 | Simply Money Advisors | 425,833 | 21,496,000 | 2.87% | ||
| 6 | MORGAN STANLEY | 405,603 | 20,475,000 | 2.74% | ||
| 7 | JANE STREET GROUP, LLC | 376,812 | 19,021,000 | 2.54% | ||
| 8 | WELLS FARGO & COMPANY/MN | 322,057 | 16,257,000 | 2.17% | ||
| 9 | EDGE ADVISORS, LLC | 276,641 | 13,964,000 | 1.87% | ||
| 10 | BLAIR WILLIAM & CO/IL | 261,176 | 13,381,000 | 1.79% | ||
| 11 | JONES FINANCIAL COMPANIES LLLP | 264,492 | 13,352,000 | 1.78% | ||
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | 232,514 | 11,738,000 | 1.57% | ||
| 13 | UBS Group AG | 219,240 | 11,067,000 | 1.48% | ||
| 14 | AMERIPRISE FINANCIAL INC | 213,720 | 10,789,000 | 1.44% | ||
| 15 | ROYAL BANK OF CANADA | 166,692 | 8,414,000 | 1.12% | ||
| 16 | Private Advisor Group, LLC | 167,461 | 8,401,000 | 1.12% | ||
| 17 | HighTower Advisors, LLC | 162,655 | 8,213,000 | 1.10% | ||
| 18 | Commonwealth Equity Services, Inc | 156,603 | 7,905,000 | 1.06% | ||
| 19 | EQUITY INVESTMENT CORP ACQUISITION INC | 155,977 | 7,874,000 | 1.05% | ||
| 20 | HECK CAPITAL ADVISORS, LLC | 154,552 | 7,801,788 | 1.04% | ||
| 21 | TRUE PRIVATE WEALTH ADVISORS | 113,014 | 5,683,000 | 0.76% | ||
| 22 | GOLDMAN SACHS GROUP INC | 105,988 | 5,350,000 | 0.72% | ||
| 23 | BADGLEY PHELPS & BELL INC | 91,489 | 4,618,000 | 0.62% | ||
| 24 | Financial Planning & Information Services, Inc. | 90,875 | 4,587,000 | 0.61% | ||
| 25 | US BANCORP \DE\ | 82,859 | 4,183,000 | 0.56% | ||
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,461 | 3,860,000 | 0.52% | ||
| 27 | Asset Management Group, Inc. | 71,607 | 3,615,000 | 0.48% | ||
| 28 | INDEPENDENT ADVISOR ALLIANCE | 71,263 | 3,575,000 | 0.48% | ||
| 29 | BlackRock Finance, Inc. | 61,564 | 3,108,000 | 0.42% | ||
| 30 | HEFTY WEALTH PARTNERS | 61,360 | 3,097,000 | 0.41% | ||
| 31 | FMR LLC | 55,908 | 2,832,000 | 0.38% | ||
| 32 | ADVISOR GROUP, INC. | 54,779 | 2,765,000 | 0.37% | ||
| 33 | HOWLAND CAPITAL MANAGEMENT LLC | 54,054 | 2,729,000 | 0.36% | ||
| 34 | Boston Partners | 48,696 | 2,458,000 | 0.33% | ||
| 35 | OLIVER LUXXE ASSETS LLC | 47,935 | 2,420,000 | 0.32% | ||
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46,302 | 2,337,000 | 0.31% | ||
| 37 | NATIXIS ADVISORS, LLC | 45,884 | 2,316,000 | 0.31% | ||
| 38 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 43,767 | 2,210,000 | 0.30% | ||
| 39 | IFP ADVISORS, INC | 39,558 | 1,997,000 | 0.27% | ||
| 40 | Sigma Planning Corp | 34,383 | 1,736,000 | 0.23% | ||
| 41 | Regal Investment Advisors LLC | 31,579 | 1,594,000 | 0.21% | ||
| 42 | Cambridge Investment Research Advisors, Inc. | 31,373 | 1,584,000 | 0.21% | ||
| 43 | KALOS MANAGEMENT, INC. | 27,478 | 1,387,000 | 0.19% | ||
| 44 | SHINE INVESTMENT ADVISORY SERVICES INC | 27,106 | 1,368,000 | 0.18% | ||
| 45 | TIAA CREF TRUST CO FSB/MO | 26,938 | 1,360,000 | 0.18% | ||
| 46 | INVESTMENT CENTERS OF AMERICA INC | 26,298 | 1,327,000 | 0.18% | ||
| 47 | RAYMOND JAMES & ASSOCIATES | 26,095 | 1,317,000 | 0.18% | ||
| 48 | CORNERSTONE WEALTH MANAGEMENT, LLC | 24,742 | 1,239,000 | 0.17% | ||
| 49 | ENVESTNET ASSET MANAGEMENT INC | 24,528 | 1,239,000 | 0.17% | ||
| 50 | Barrington Strategic Wealth Management Group LLC | 24,490 | 1,236,000 | 0.17% |
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.
