| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NORRIS PERNE & FRENCH LLP/MI | 20,924 | 13,357,000 | 62.54% | ||
| 2 | Winfield Associates, Inc. | 3,715 | 2,372,000 | 11.11% | ||
| 3 | Clean Yield Group | 1,950 | 1,437,000 | 6.73% | ||
| 4 | BALENTINE LLC | 1,869 | 1,193,000 | 5.59% | ||
| 5 | Avior Wealth Management, LLC | 1,479 | 943,000 | 4.42% | ||
| 6 | Garde Capital, Inc. | 1,456 | 929,000 | 4.35% | ||
| 7 | POINTE CAPITAL MANAGEMENT LLC | 645 | 412,000 | 1.93% | ||
| 8 | Carroll Financial Associates, Inc. | 465 | 312,000 | 1.46% | ||
| 9 | AllSquare Wealth Management LLC | 365 | 233,000 | 1.09% | ||
| 10 | Tarbox Family Office, Inc. | 188 | 120,000 | 0.56% | ||
| 11 | NewSquare Capital LLC | 77 | 49,000 | 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.
