| JONES FINANCIAL COMPANIES LLLP | 30,941,102 | $2,907,535 |
| Creative Planning | 22,592,408 | $2,123,009 |
| Savant Capital, LLC | 11,439,869 | $1,075,004 |
| Focus Partners Wealth | 4,118,742 | $387,038 |
| Buckingham Strategic Partners | 3,904,993 | $366,952 |
| Accredited Investors Inc. | 2,610,276 | $245,288 |
| Mason Investment Advisory Services, Inc. | 2,415,798 | $227,013 |
| ENVESTNET ASSET MANAGEMENT INC | 2,281,687 | $214,410 |
| Modera Wealth Management, LLC | 2,079,518 | $195,412 |
| Pure Financial Advisors, LLC | 1,712,037 | $160,880 |
| Haverford Trust Co | 1,639,520 | $154,066 |
| LPL Financial LLC | 1,426,221 | $134,022 |
| Cerity Partners LLC | 1,333,932 | $125,350 |
| Corient Private Wealth LLC | 1,266,326 | $119,029 |
| AMERICAN CENTURY COMPANIES INC | 1,037,895 | $97,531 |
| BANK OF MONTREAL /CAN/ | 937,485 | $88,095 |
| MORGAN STANLEY | 867,838 | $81,551 |
| Unison Advisors LLC | 828,958 | $77,897 |
| TCI Wealth Advisors, Inc. | 699,750 | $65,756 |
| Sequoia Financial Advisors, LLC | 636,545 | $59,816 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 612,414 | $57,549 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 600,718 | $56,449 |
| Horizon Investments, LLC | 593,341 | $55,756 |
| Frontier Asset Management, LLC | 583,873 | $54,866 |
| HighTower Advisors, LLC | 579,005 | $54,409 |
| Burton Enright Welch | 567,497 | $53,328 |
| Wealth Management Nebraska | 552,689 | $51,936 |
| Foster Group, Inc. | 546,876 | $51,390 |
| Divergent Planning, LLC | 529,894 | $50,239 |
| Hill Investment Group Partners, LLC | 509,015 | $47,832 |
| Petersen Hastings Wealth Advisors Inc. | 508,993 | $47,830 |
| PARK AVENUE SECURITIES LLC | 492,822 | $46 |
| Apella Capital, LLC | 470,399 | $44,203 |
| Annex Advisory Services, LLC | 465,391 | $43,733 |
| Brickley Wealth Management | 453,170 | $42,584 |
| Beaird Harris Wealth Management, LLC | 437,080 | $41,072 |
| STIFEL FINANCIAL CORP | 421,741 | $39,631 |
| Greenline Partners, LLC | 403,281 | $37,896 |
| Wright Fund Management, LLC | 402,737 | $37,845 |
| Cetera Investment Advisers | 398,568 | $37,453 |
| Moisand Fitzgerald Tamayo, LLC | 398,564 | $37,453 |
| Cresset Asset Management, LLC | 389,329 | $36,585 |
| Opus Capital Group, LLC | 341,559 | $32 |
| Allegiance Financial Group Advisory Services LLC | 334,920 | $31,472 |
| AlphaCore Capital LLC | 334,426 | $31,426 |
| Symmetry Partners, LLC | 334,416 | $31,425 |
| Marquette Asset Management, LLC | 327,976 | $30,820 |
| Meredith Wealth Planning | 322,363 | $30,292 |
| BENJAMIN EDWARDS INC | 308,921 | $29,029 |
| BANK OF AMERICA CORP /DE/ | 307,557 | $28,901 |
| Pathstone Holdings, LLC | 301,384 | $28,321 |
| Henrickson Nauta Wealth Advisors, Inc. | 294,787 | $28,326 |
| RAYMOND JAMES FINANCIAL INC | 286,265 | $26,900 |
| Krilogy Financial LLC | 286,001 | $29,264 |
| Fundamentum, LLC | 276,251 | $25,959 |
| Prime Capital Investment Advisors, LLC | 273,326 | $25,684 |
| Falcon Wealth Planning | 268,200 | $25,203 |
| Emprise Bank | 266,985 | $25,089 |
| ATWOOD & PALMER INC | 265,035 | $24,905 |
| CogentBlue Wealth Advisors, LLC | 262,390 | $24,657 |
| Kondo Wealth Advisors, Inc. | 256,949 | $24,146 |
| DEFINE FINANCIAL, LLC | 253,573 | $23,828 |
| QUARRY HILL ADVISORS, LLC | 243,856 | $22,915 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 240,705 | $22,619 |
| FINANCIAL MANAGEMENT NETWORK INC | 238,590 | $22,621 |
| Peirce Capital Management, LLC | 236,286 | $22,204 |
| Morton Brown Family Wealth, LLC | 235,539 | $22,134 |
| COMMONWEALTH EQUITY SERVICES, LLC | 232,007 | $21,802 |
| Quantum Financial Advisors, LLC | 211,926 | $19,915 |
| EXCHANGE TRADED CONCEPTS, LLC | 205,188 | $19,282 |
| Wealth Architects, LLC | 199,570 | $18,754 |
| Efficient Advisors, LLC | 199,404 | $18,738 |
| World Investment Advisors | 195,512 | $18,372 |
| Squire Investment Management Company, LLC | 189,174 | $17,777 |
| McMill Wealth Management | 181,411 | $17,047 |
| Perigon Wealth Management, LLC | 179,585 | $16,876 |
| Prosperity Planning, Inc. | 178,871 | $16,808 |
| Invariant Investment Management | 178,189 | $17,318 |
| Oakwell Private Wealth Management, LLC | 176,947 | $16,628 |
| Great Point Wealth Advisors, LLC | 176,593 | $16,594 |
| Plancorp, LLC | 176,057 | $16,544 |
| Brady Martz Wealth Solutions, LLC | 173,945 | $16,346 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 172,390 | $16,199 |
| NOTTINGHAM ADVISORS, INC. | 171,197 | $16,087 |
| WELLS FARGO & COMPANY/MN | 170,948 | $16,064 |
| Kaufman Rossin Wealth, LLC | 167,100 | $15,702 |
| Valued Wealth Advisors LLC | 162,690 | $15,288 |
| Bedel Financial Consulting, Inc. | 159,661 | $15,003 |
| CWM, LLC | 158,913 | $15 |
| Waverly Advisors, LLC | 158,839 | $14,926 |
| JRM Investment Counsel, LLC | 156,562 | $14,712 |
| KEB ASSET MANAGEMENT, LLC | 156,483 | $14,705 |
| Flagstone Financial Management | 154,223 | $14,492 |
| AQR CAPITAL MANAGEMENT LLC | 153,875 | $14,460 |
| HMV Wealth Advisors, LLC | 153,010 | $14,378 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 152,279 | $14,633 |
| Mariner, LLC | 152,051 | $14,288 |
| Private Wealth Management Group, LLC | 143,700 | $13,503 |
| LIBRA WEALTH LLC | 142,285 | $13,371 |
| Intergy Private Wealth, LLC | 142,024 | $13,346 |
| 474 other institutions | 13,062,075 | $1,199,357 |