| JONES FINANCIAL COMPANIES LLLP | 19,222,366 | $6.5bn | 2.6% |
| Creative Planning | 12,039,581 | $4.1bn | 2.4% |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6,543,317 | $2.3bn | 14.7% |
| UBS Group AG | 4,070,787 | $1.4bn | 0.2% |
| Vanguard Global Advisers, LLC | 4,017,275 | $1.4bn | 0.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,831,461 | $973.8m | 0.5% |
| MORGAN STANLEY | 2,733,000 | $939.9m | 0.0% |
| Johnson Financial Group, LLC | 2,712,195 | $932.8m | 50.2% |
| BANK OF AMERICA CORP /DE/ | 2,469,480 | $849.3m | 0.1% |
| PNC Financial Services Group, Inc. | 2,259,085 | $776.9m | 0.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,875,177 | $644.9m | 0.1% |
| FMR LLC | 1,515,972 | $521.4m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,507,023 | $518.3m | 0.1% |
| WELLS FARGO & COMPANY/MN | 1,451,904 | $499.3m | 0.1% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,429,481 | $491.6m | 3.6% |
| Wealthquest Corp | 1,272,808 | $437.7m | 27.6% |
| Capital Asset Advisory Services LLC | 1,017,512 | $349.9m | 12.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | 1,014,136 | $348.8m | 5.6% |
| AMERIPRISE FINANCIAL INC | 901,199 | $309.9m | 0.1% |
| Pathstone Holdings, LLC | 831,081 | $285.8m | 0.8% |
| ROYAL BANK OF CANADA | 792,396 | $272.5m | 0.0% |
| Voya Financial Advisors, Inc. | 783,877 | $267.5m | 23.5% |
| LPL Financial LLC | 777,376 | $267.3m | 0.1% |
| Wealthfront Advisers LLC | 734,110 | $252.5m | 0.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 626,682 | $215.5m | 1.6% |