| JONES FINANCIAL COMPANIES LLLP | 138,558,797 | $13,839,253 |
| RAYMOND JAMES FINANCIAL INC | 84,760,819 | $8,465,912 |
| WELLS FARGO & COMPANY/MN | 60,790,726 | $6,071,778 |
| BlackRock, Inc. | 54,212,016 | $5,414,696 |
| BANK OF AMERICA CORP /DE/ | 53,737,402 | $5,367,292 |
| US BANCORP \DE\ | 42,844,111 | $4,279,296 |
| MERCER GLOBAL ADVISORS INC /ADV | 36,259,568 | $3,621,605 |
| ENVESTNET ASSET MANAGEMENT INC | 35,977,259 | $3,593,409 |
| MORGAN STANLEY | 32,483,415 | $3,244,444 |
| Betterment LLC | 26,255,484 | $2,622 |
| SAGESPRING WEALTH PARTNERS, LLC | 24,483,419 | $100,227 |
| NORTHERN TRUST CORP | 20,705,925 | $2,068,108 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,621,070 | $1,962,495 |
| Cetera Investment Advisers | 15,428,160 | $1,540,965 |
| AMERIPRISE FINANCIAL INC | 14,820,833 | $1,479,959 |
| GOLDMAN SACHS GROUP INC | 14,394,617 | $1,437,734 |
| LPL Financial LLC | 14,085,361 | $1,406,846 |
| Acorns Advisers, LLC | 13,181,459 | $1,317 |
| JPMORGAN CHASE & CO | 12,335,314 | $1,232,051 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12,278,036 | $1,226,330 |
| Mariner, LLC | 12,060,633 | $1,204,617 |
| Arizona PSPRS Trust | 11,334,403 | $1,132,080 |
| WealthNavi Inc. | 11,159,114 | $1,115 |
| Creative Planning | 10,644,543 | $1,063,177 |
| PNC Financial Services Group, Inc. | 9,884,685 | $987,282 |
| UBS Group AG | 9,407,380 | $939,609 |
| FMR LLC | 8,906,503 | $889,582 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,726,963 | $871,649 |
| TIAA TRUST, NATIONAL ASSOCIATION | 8,562,744 | $855,695 |
| Johns Hopkins University | 8,024,716 | $801,509 |
| Cerity Partners LLC | 7,991,803 | $798,221 |
| Adviser Investments LLC | 7,986,037 | $797,645 |
| Envestnet Portfolio Solutions, Inc. | 7,767,348 | $775,803 |
| TRUIST FINANCIAL CORP | 7,640,520 | $763,135 |
| STIFEL FINANCIAL CORP | 7,506,356 | $749,736 |
| Ohio National Investments, Inc. | 7,062,919 | $705,444 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,765,176 | $675,706 |
| CAPTRUST FINANCIAL ADVISORS | 6,051,425 | $604,416 |
| Bank of New York Mellon Corp | 5,898,786 | $589,171 |
| MACKENZIE FINANCIAL CORP | 5,849,100 | $584,460 |
| Members Trust Co | 5,489,896 | $548,331 |
| Prime Capital Investment Advisors, LLC | 4,905,406 | $489,952 |
| ROYAL BANK OF CANADA | 4,846,158 | $484,033 |
| D.A. DAVIDSON & CO. | 4,831,227 | $482,543 |
| ALLIANCEBERNSTEIN L.P. | 4,799,638 | $479,388 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,592,741 | $458,723 |
| MASTERCARD FOUNDATION ASSET MANAGEMENT CORP | 4,125,631 | $412,068 |
| FACTORY MUTUAL INSURANCE CO | 4,096,000 | $409,108 |
| Steward Partners Investment Advisory, LLC | 3,981,548 | $397,677 |
| CITIGROUP INC | 3,783,170 | $377,863 |
| SigFig Wealth Management, LLC | 3,638,668 | $363,448 |
| SageView Advisory Group, LLC | 3,623,752 | $361,940 |
| &PARTNERS | 3,444,118 | $346,387 |
| JANUS HENDERSON GROUP PLC | 3,355,397 | $335,137 |
| MASON STREET ADVISORS, LLC | 3,107,230 | $310,350 |
| Balentine LLC | 2,974,100 | $297,053 |
| Dynasty Wealth Management, LLC | 2,907,609 | $290,412 |
| BANK OF MONTREAL /CAN/ | 2,828,317 | $282,492 |
| South Dakota Investment Council | 2,821,235 | $282 |
| PRUDENTIAL FINANCIAL INC | 2,802,904 | $280,617 |
| Simplify Asset Management Inc. | 2,800,131 | $279,677 |
| EP Wealth Advisors, LLC | 2,780,493 | $277,716 |
| Russell Investments Group, Ltd. | 2,712,004 | $270,875 |
| COMERICA BANK | 2,570,509 | $256,742 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,418,608 | $241,571 |
| Stairway Partners, LLC | 2,410,118 | $240,723 |
| Ronald Blue Trust, Inc. | 2,401,463 | $239,858 |
| EXCHANGE TRADED CONCEPTS, LLC | 2,323,410 | $232,062 |
| Quotient Wealth Partners, LLC | 2,321,437 | $231,865 |
| HighTower Advisors, LLC | 2,266,698 | $226,398 |
| Disciplina Capital Management LLC | 2,203,081 | $220,044 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2,165,000 | $216,240 |
| OSAIC HOLDINGS, INC. | 1,988,182 | $198,619 |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,916,664 | $191,436 |
| Charter Oak Capital Management, LLC | 1,849,735 | $184,752 |
| Capital Asset Advisory Services LLC | 1,772,568 | $177,292 |
| COUNTRY TRUST BANK | 1,748,071 | $174,597 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,746,686 | $174,459 |
| Howard Capital Management Inc. | 1,734,237 | $173,216 |
| Destination Wealth Management | 1,593,546 | $159,163 |
| MML INVESTORS SERVICES, LLC | 1,565,460 | $156,358 |
| Corient Private Wealth LLC | 1,527,634 | $152,034 |
| WESBANCO BANK INC | 1,502,627 | $150,082 |
| FORVIS Wealth Advisors, LLC | 1,479,887 | $147,811 |
| REBALANCE, LLC | 1,419,940 | $141,824 |
| Mitsubishi UFJ Trust & Banking Corp | 1,413,455 | $141,176 |
| HANTZ FINANCIAL SERVICES, INC. | 1,405,730 | $140 |
| Cambridge Investment Research Advisors, Inc. | 1,399,370 | $140 |
| PRINCIPAL SECURITIES, INC. | 1,388,177 | $138,651 |
| Focus Partners Wealth | 1,367,258 | $136,483 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1,351,604 | $134,998 |
| FIFTH THIRD BANCORP | 1,300,863 | $129,930 |
| Mill Creek Capital Advisors, LLC | 1,291,919 | $129,037 |
| Kingsview Wealth Management, LLC | 1,288,980 | $128,743 |
| Trajan Wealth LLC | 1,277,485 | $127,595 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,274,200 | $127,267 |
| Fisher Asset Management, LLC | 1,269,442 | $126,792 |
| V-Square Quantitative Management LLC | 1,269,238 | $126,771 |
| ASSETMARK, INC | 1,265,868 | $126,435 |
| VICTORY CAPITAL MANAGEMENT INC | 1,257,413 | $125,590 |
| 1963 other institutions | 178,716,660 | $17,139,236 |