| JONES FINANCIAL COMPANIES LLLP | 3,191,614 | $158.6m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 2,464,112 | $122.7m | 0.0% |
| LPL Financial LLC | 1,914,821 | $95.4m | 0.0% |
| BlackRock, Inc. | 1,773,682 | $88.3m | 0.0% |
| MORGAN STANLEY | 1,446,412 | $72.0m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 1,336,041 | $66.5m | 0.0% |
| JPMORGAN CHASE & CO | 1,050,409 | $52.3m | 0.0% |
| WELLS FARGO & COMPANY/MN | 796,239 | $39.7m | 0.0% |
| AMERIPRISE FINANCIAL INC | 677,219 | $33.7m | 0.0% |
| Tolleson Wealth Management, Inc. | 625,952 | $31.2m | 4.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | 572,958 | $28.5m | 0.0% |
| UBS Group AG | 492,770 | $24.5m | 0.0% |
| NATIXIS ADVISORS, LLC | 460,490 | $22.9m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 451,477 | $22.5m | 0.0% |
| Cetera Investment Advisers | 445,415 | $22.2m | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 400,595 | $19.9m | 0.0% |
| Sanctuary Advisors, LLC | 395,093 | $19.7m | 0.1% |
| Integrated Wealth Concepts LLC | 347,409 | $17.3m | 0.1% |
| Joel Isaacson & Co., LLC | 337,157 | $16.8m | 0.5% |
| MML INVESTORS SERVICES, LLC | 313,825 | $15.6m | 0.0% |
| Focused Wealth Management, Inc | 293,487 | $14.6m | 1.3% |
| Rockefeller Capital Management L.P. | 231,943 | $11.6m | 0.0% |
| OSAIC HOLDINGS, INC. | 214,452 | $10.7m | 0.0% |
| Bank of New York Mellon Corp | 200,169 | $10.0m | 0.0% |
| HANCOCK WHITNEY CORP | 197,141 | $9.8m | 0.2% |