| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5,317,776 | 270,888,000 | 23.52% | ||
| 2 | BANK OF AMERICA CORP /DE/ | 5,269,613 | 268,435,000 | 23.31% | ||
| 3 | ALLEGHANY CORP /DE | 2,637,000 | 134,328,000 | 11.66% | ||
| 4 | ASPIRIANT, LLC | 1,387,911 | 70,700,000 | 6.14% | ||
| 5 | Family Firm, Inc. | 262,590 | 37,818,000 | 3.28% | ||
| 6 | MORGAN STANLEY | 565,615 | 28,812,000 | 2.50% | ||
| 7 | Simply Money Advisors | 444,944 | 22,665,000 | 1.97% | ||
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 438,294 | 22,326,000 | 1.94% | ||
| 9 | HighTower Advisors, LLC | 348,709 | 17,767,000 | 1.54% | ||
| 10 | Private Advisor Group, LLC | 317,889 | 16,177,000 | 1.40% | ||
| 11 | WELLS FARGO & COMPANY/MN | 299,135 | 15,238,000 | 1.32% | ||
| 12 | EDGE ADVISORS, LLC | 271,725 | 13,841,000 | 1.20% | ||
| 13 | JONES FINANCIAL COMPANIES LLLP | 261,457 | 13,319,000 | 1.16% | ||
| 14 | BLAIR WILLIAM & CO/IL | 251,309 | 12,802,000 | 1.11% | ||
| 15 | AMERIPRISE FINANCIAL INC | 222,816 | 11,347,000 | 0.99% | ||
| 16 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 200,008 | 10,188,000 | 0.88% | ||
| 17 | UBS Group AG | 198,296 | 10,101,000 | 0.88% | ||
| 18 | ROYAL BANK OF CANADA | 187,367 | 9,545,000 | 0.83% | ||
| 19 | Steinberg Global Asset Management | 186,831 | 9,517,000 | 0.83% | ||
| 20 | Commonwealth Equity Services, Inc | 175,745 | 8,952,000 | 0.78% | ||
| 21 | ENVESTNET ASSET MANAGEMENT INC | 165,434 | 8,428,000 | 0.73% | ||
| 22 | EQUITY INVESTMENT CORP ACQUISITION INC | 133,799 | 6,816,000 | 0.59% | ||
| 23 | JANE STREET GROUP, LLC | 131,102 | 6,678,000 | 0.58% | ||
| 24 | Sigma Planning Corp | 129,856 | 6,615,000 | 0.57% | ||
| 25 | TRUE PRIVATE WEALTH ADVISORS | 112,717 | 5,741,000 | 0.50% | ||
| 26 | GOLDMAN SACHS GROUP INC | 107,951 | 5,499,000 | 0.48% | ||
| 27 | BADGLEY PHELPS & BELL INC | 94,169 | 4,797,000 | 0.42% | ||
| 28 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 93,302 | 4,716,000 | 0.41% | ||
| 29 | Financial Planning & Information Services, Inc. | 89,353 | 4,552,000 | 0.40% | ||
| 30 | ADVISOR GROUP, INC. | 82,263 | 4,190,000 | 0.36% | ||
| 31 | US BANCORP \DE\ | 80,593 | 4,105,000 | 0.36% | ||
| 32 | PEAK CAPITAL MANAGEMENT LLC | 76,565 | 3,900,000 | 0.34% | ||
| 33 | Asset Management Group, Inc. | 70,086 | 3,570,000 | 0.31% | ||
| 34 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 62,384 | 3,177,841 | 0.28% | ||
| 35 | FMR LLC | 55,850 | 2,839,000 | 0.25% | ||
| 36 | HOWLAND CAPITAL MANAGEMENT LLC | 54,054 | 2,754,000 | 0.24% | ||
| 37 | D L CARLSON INVESTMENT GROUP INC | 51,966 | 2,647,000 | 0.23% | ||
| 38 | IFP ADVISORS, INC | 50,764 | 2,586,000 | 0.22% | ||
| 39 | Boston Partners | 48,658 | 2,479,000 | 0.22% | ||
| 40 | HECK CAPITAL ADVISORS, LLC | 47,520 | 2,420,676 | 0.21% | ||
| 41 | OLIVER LUXXE ASSETS LLC | 46,455 | 2,366,000 | 0.21% | ||
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 45,575 | 2,322,000 | 0.20% | ||
| 43 | MML INVESTORS SERVICES, INC. | 38,013 | 1,936,000 | 0.17% | ||
| 44 | NATIXIS ADVISORS, LLC | 37,936 | 1,932,000 | 0.17% | ||
| 45 | TIAA, FSB | 37,302 | 1,900,000 | 0.16% | ||
| 46 | CORNERSTONE WEALTH MANAGEMENT, LLC | 34,807 | 1,762,000 | 0.15% | ||
| 47 | HEFTY WEALTH PARTNERS | 33,386 | 1,700,000 | 0.15% | ||
| 48 | Cambridge Investment Research Advisors, Inc. | 31,873 | 1,624,000 | 0.14% | ||
| 49 | RAYMOND JAMES & ASSOCIATES | 31,147 | 1,587,000 | 0.14% | ||
| 50 | RFG Advisory, LLC | 30,455 | 1,551,000 | 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.
