| JONES FINANCIAL COMPANIES LLLP | 45,756,884 | $1,507,232 |
| Matson Money. Inc. | 12,138,643 | $399,847 |
| NATIXIS ADVISORS, L.P. | 9,669,395 | $319 |
| Envestnet Portfolio Solutions, Inc. | 3,571,543 | $117,647 |
| FIRST CITIZENS BANK & TRUST CO | 3,477,147 | $114,537 |
| Corient Private Wealth LLC | 2,601,127 | $85,681 |
| Creative Planning | 2,417,169 | $79,622 |
| ENVESTNET ASSET MANAGEMENT INC | 1,762,551 | $58,058 |
| PARK AVENUE SECURITIES LLC | 1,687,512 | $56 |
| MATHER GROUP, LLC. | 1,563,088 | $51,488 |
| TCI Wealth Advisors, Inc. | 1,441,448 | $47,481 |
| BANK OF MONTREAL /CAN/ | 1,402,946 | $46,213 |
| Evanson Asset Management, LLC | 1,336,151 | $44,013 |
| Wescott Financial Advisory Group, LLC | 1,294,191 | $42,631 |
| Miracle Mile Advisors, LLC | 1,217,756 | $40,113 |
| Savant Capital, LLC | 1,213,980 | $39,989 |
| Forum Financial Management, LP | 1,156,857 | $38,107 |
| Modern Wealth Management, LLC | 1,156,097 | $38,082 |
| CWM, LLC | 1,046,523 | $34 |
| Root Financial Partners, LLC | 1,036,706 | $34,149 |
| Vise Technologies, Inc. | 916,244 | $30,181 |
| Efficient Advisors, LLC | 840,773 | $27,695 |
| Focus Partners Wealth | 826,043 | $27,210 |
| JANE STREET GROUP, LLC | 800,600 | $26,372 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 691,613 | $22,782 |
| Janney Montgomery Scott LLC | 645,480 | $21 |
| Cerity Partners LLC | 638,091 | $21,019 |
| Index Fund Advisors, Inc. | 636,492 | $20,966 |
| BANK OF AMERICA CORP /DE/ | 616,320 | $20,302 |
| Discipline Wealth Solutions, LLC | 591,483 | $19,483 |
| TOBIAS FINANCIAL ADVISORS, INC. | 571,198 | $18,815 |
| Alesco Advisors LLC | 537,602 | $17,709 |
| ECLECTIC ASSOCIATES INC /ADV | 503,356 | $16,581 |
| Ballentine Capital Advisors, Inc | 495,198 | $16,312 |
| Tanager Wealth Management LLP | 490,135 | $16,145 |
| Wealth Management Nebraska | 488,398 | $16,088 |
| AIRE ADVISORS, LLC | 453,534 | $14,939 |
| Planning Center, Inc. | 432,360 | $14,242 |
| Brand Asset Management Group, Inc. | 422,145 | $13,905 |
| Advisory Alpha, LLC | 391,381 | $12,892 |
| Guardian Wealth Management, LLC | 367,000 | $12,089 |
| Larson Financial Group LLC | 365,207 | $12,030 |
| Three Arch Wealth Management LLC | 355,501 | $11,710 |
| Abacus Planning Group, Inc. | 353,710 | $11,651 |
| Shore Point Advisors, LLC | 344,482 | $11,347 |
| Tillman Hartley LLC | 331,626 | $10,924 |
| Timonier Family Office, LTD. | 330,672 | $10,892 |
| Ritter Daniher Financial Advisory LLC / DE | 308,226 | $10,153 |
| GEN Financial Management, INC. | 306,628 | $10,100 |
| Allodium Investment Consultants, LLC | 301,959 | $9,947 |
| JPMORGAN CHASE & CO | 301,017 | $9,916 |
| KELLY FINANCIAL GROUP LLC | 294,832 | $9,712 |
| Beacon Pointe Advisors, LLC | 290,129 | $9,557 |
| Quent Long Short Global Small Cap Fund, LP | 286,081 | $9,424 |
| Quent Capital, LLC | 286,081 | $9,424 |
| FORVIS Wealth Advisors, LLC | 283,552 | $9,340 |
| Rothschild Wealth LLC | 282,037 | $9,290 |
| Allworth Financial LP | 275,802 | $9,085 |
| CLUNE & ASSOCIATES, LTD. | 271,826 | $8,954 |
| Level Financial Advisors, Inc. | 258,264 | $8,507 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 252,149 | $8,306 |
| LPL Financial LLC | 247,942 | $8,167 |
| Disciplined Investments, LLC | 247,726 | $8,160 |
| AMI INVESTMENT MANAGEMENT INC | 245,209 | $8,077 |
| Sequoia Financial Advisors, LLC | 236,606 | $7,794 |
| COLLECTIVE FAMILY OFFICE LLC | 235,737 | $7,765 |
| SB Capital Management Inc | 217,142 | $7,153 |
| Capital Analysts, LLC | 207,363 | $7 |
| First Pacific Financial | 202,913 | $6,684 |
| Addison Advisors LLC | 199,886 | $6,584 |
| Buckingham Strategic Partners | 185,532 | $6,111 |
| DAVENPORT & Co LLC | 185,037 | $6,095 |
| Syverson Strege & Co | 178,735 | $5,888 |
| Equitable Holdings, Inc. | 176,139 | $5,802 |
| OLD MISSION CAPITAL LLC | 164,699 | $5,425 |
| OSAIC HOLDINGS, INC. | 164,240 | $5,410 |
| ACORN CREEK CAPITAL LLC | 163,903 | $5,399 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 158,688 | $5,335 |
| HARBOR INVESTMENT ADVISORY, LLC | 157,972 | $5,204 |
| McMill Wealth Management | 150,782 | $4,967 |
| Tilson Financial Group, Inc. | 150,256 | $4,949 |
| COMMONWEALTH EQUITY SERVICES, LLC | 148,494 | $4,891 |
| Integrity Wealth Solutions LLC | 147,789 | $4,868 |
| Dynamic Advisor Solutions LLC | 145,965 | $4,808 |
| MORRIS FINANCIAL CONCEPTS, INC. | 141,113 | $4,648 |
| Broadway Wealth Solutions, Inc. | 137,443 | $4,527 |
| CROBAN | 132,499 | $4,363 |
| PINNEY & SCOFIELD, INC. | 132,293 | $4,358 |
| Trinity Financial Advisors LLC | 132,128 | $4,352 |
| Waverly Advisors, LLC | 125,689 | $4,140 |
| Private Advisor Group, LLC | 121,846 | $4,014 |
| Schoolcraft Capital LLC | 121,680 | $4,008 |
| LAM GROUP, INC. | 118,785 | $3,913 |
| Williams Financial, LLC | 112,366 | $3,701 |
| Spire Wealth Management | 111,860 | $3,685 |
| M Holdings Securities, Inc. | 108,816 | $4 |
| RAYMOND JAMES FINANCIAL INC | 105,184 | $3,465 |
| Avior Wealth Management, LLC | 101,471 | $3,342 |
| MERCER GLOBAL ADVISORS INC /ADV | 99,966 | $3,293 |
| Sterling Wealth Management, Inc. | 98,481 | $3,244 |
| 218 other institutions | 4,925,211 | $151,357 |