| JONES FINANCIAL COMPANIES LLLP | 2,878,443 | $120.6m | 0.0% |
| Asset Dedication, LLC | 2,469,715 | $105.4m | 6.6% |
| RITHOLTZ WEALTH MANAGEMENT | 1,460,337 | $62.3m | 0.9% |
| Root Financial Partners, LLC | 1,268,143 | $54.1m | 2.1% |
| Vise Technologies, Inc. | 1,259,797 | $53.8m | 0.6% |
| Savant Capital, LLC | 1,058,000 | $43.9m | 0.1% |
| RAYMOND JAMES FINANCIAL INC | 1,025,227 | $43.7m | 0.0% |
| HighTower Advisors, LLC | 978,026 | $41.7m | 0.0% |
| B&D White Capital Company, LLC | 807,853 | $34.5m | 3.4% |
| Beacon Pointe Advisors, LLC | 751,387 | $32.1m | 0.1% |
| Sensible Money, LLC | 748,053 | $31.9m | 8.5% |
| FMR LLC | 701,652 | $29.9m | 0.0% |
| True Wealth Design, LLC | 694,242 | $29.6m | 7.0% |
| Marquette Asset Management, LLC | 673,678 | $28.7m | 3.7% |
| Family Investment Center, Inc. | 604,094 | $25.8m | 4.3% |
| Janney Montgomery Scott LLC | 590,477 | $25.2m | 0.0% |
| Evanson Financial, LLC | 579,631 | $24.7m | 1.2% |
| NorthAvenue LLC | 538,310 | $23.0m | 16.5% |
| Cambridge Financial Group, LLC | 505,917 | $21.6m | 6.8% |
| Index Fund Advisors, Inc. | 501,178 | $21.4m | 0.8% |
| EAGLE WEALTH STRATEGIES LLC | 483,697 | $20.6m | 8.8% |
| Alesco Advisors, LLC, An ESL Co | 467,149 | $19.9m | 0.5% |
| Strata Wealth Advisors, LLC | 455,010 | $19.4m | 4.7% |
| Penserra Capital Management LLC | 411,618 | $17.6m | 0.1% |
| ROYAL BANK OF CANADA | 370,885 | $15.8m | 0.0% |