| JONES FINANCIAL COMPANIES LLLP | 33,269,635 | $3.5bn | 1.4% |
| Creative Planning | 25,514,696 | $2.6bn | 1.5% |
| Savant Capital, LLC | 11,690,609 | $1.2bn | 3.5% |
| Focus Partners Wealth | 4,813,065 | $496.0m | 0.5% |
| Focus Partners Advisor Solutions, LLC | 4,692,285 | $483.5m | 4.1% |
| Accredited Investors Inc. | 2,685,375 | $276.7m | 12.0% |
| ENVESTNET ASSET MANAGEMENT INC | 2,637,014 | $271.7m | 0.1% |
| Modera Wealth Management, LLC | 2,361,879 | $243.4m | 2.6% |
| Mason Investment Advisory Services, Inc. | 2,351,220 | $242.3m | 9.2% |
| Haverford Trust Co | 1,704,861 | $175.7m | 1.5% |
| LPL Financial LLC | 1,685,320 | $173.7m | 0.0% |
| Pure Financial Advisors, LLC | 1,646,823 | $169.7m | 2.2% |
| Cerity Partners LLC | 1,632,319 | $168.2m | 0.2% |
| AMERICAN CENTURY COMPANIES INC | 1,329,478 | $137.0m | 0.1% |
| Corient Private Wealth LP | 1,097,195 | $113.1m | 0.2% |
| MORGAN STANLEY | 1,036,301 | $106.8m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 1,016,733 | $104.8m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,016,369 | $104.7m | 0.1% |
| BANK OF MONTREAL /CAN/ | 1,003,126 | $103.4m | 0.0% |
| Unison Advisors LLC | 831,796 | $85.7m | 6.0% |
| TCI Wealth Advisors, Inc. | 749,670 | $77.3m | 3.3% |
| Frontier Asset Management, LLC | 665,648 | $68.6m | 12.3% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 663,940 | $68.4m | 1.0% |
| Sequoia Financial Advisors, LLC | 622,801 | $64.2m | 0.3% |
| Wealth Management Nebraska | 574,120 | $59.2m | 5.3% |