| JONES FINANCIAL COMPANIES LLLP | 61,365,155 | $2.2bn | 0.9% |
| NATIXIS ADVISORS, LLC | 13,098,700 | $458.8m | 0.5% |
| Matson Money. Inc. | 11,919,623 | $417.5m | 11.6% |
| Envestnet Portfolio Solutions, Inc. | 3,308,950 | $115.9m | 0.6% |
| FIRST CITIZENS BANK & TRUST CO | 3,214,071 | $112.6m | 1.7% |
| UBS Group AG | 2,800,232 | $98.1m | 0.0% |
| Creative Planning | 2,410,679 | $84.4m | 0.0% |
| ASSETMARK, INC | 2,224,202 | $77.9m | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 1,975,099 | $69.2m | 0.0% |
| PARK AVENUE SECURITIES LLC | 1,853,826 | $64.9m | 0.4% |
| Modern Wealth Management, LLC | 1,741,088 | $61.0m | 0.7% |
| Root Financial Partners, LLC | 1,635,368 | $57.3m | 2.2% |
| Vise Technologies, Inc. | 1,582,555 | $55.4m | 0.6% |
| TCI Wealth Advisors, Inc. | 1,562,031 | $54.7m | 2.4% |
| BANK OF MONTREAL /CAN/ | 1,498,139 | $52.5m | 0.0% |
| Evanson Financial, LLC | 1,430,072 | $50.1m | 2.5% |
| Composition Wealth, LLC | 1,423,549 | $49.9m | 0.6% |
| MATHER GROUP, LLC. | 1,363,387 | $47.8m | 0.4% |
| Cerity Partners LLC | 1,268,108 | $44.4m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,213,154 | $42.5m | 0.0% |
| Wescott Financial Advisory Group, LLC | 1,198,371 | $42.0m | 3.3% |
| Discipline Wealth Solutions, LLC | 1,014,876 | $35.6m | 3.1% |
| Savant Capital, LLC | 980,075 | $34.3m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 918,993 | $32.2m | 0.0% |
| Focus Partners Wealth | 873,168 | $30.6m | 0.0% |