| JONES FINANCIAL COMPANIES LLLP | 110,769,908 | $8.9bn | 3.5% |
| WELLS FARGO & COMPANY/MN | 109,705,786 | $8.8bn | 1.4% |
| BANK OF AMERICA CORP /DE/ | 73,987,186 | $6.0bn | 0.4% |
| UBS Group AG | 55,523,351 | $4.5bn | 0.6% |
| MORGAN STANLEY | 36,272,342 | $2.9bn | 0.2% |
| Creative Planning | 32,713,198 | $2.6bn | 1.5% |
| RAYMOND JAMES FINANCIAL INC | 31,257,030 | $2.5bn | 0.7% |
| ENVESTNET ASSET MANAGEMENT INC | 24,776,718 | $2.0bn | 0.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,385,742 | $2.0bn | 1.0% |
| US BANCORP \DE\ | 22,846,853 | $1.8bn | 2.0% |
| NATIXIS ADVISORS, LLC | 17,885,016 | $1.4bn | 1.6% |
| LPL Financial LLC | 14,368,916 | $1.2bn | 0.3% |
| AMERIPRISE FINANCIAL INC | 12,400,387 | $999.2m | 0.2% |
| CIBC Bancorp USA Inc. | 10,483,935 | $844.0m | 1.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 10,059,496 | $810.5m | 6.0% |
| PNC Financial Services Group, Inc. | 9,616,046 | $774.8m | 0.4% |
| Mariner, LLC | 8,738,252 | $704.0m | 0.7% |
| JPMORGAN CHASE & CO | 8,628,563 | $694.3m | 0.0% |
| ROYAL BANK OF CANADA | 6,796,573 | $547.6m | 0.1% |
| Cerity Partners LLC | 5,787,723 | $466.4m | 0.6% |
| Cetera Investment Advisers | 5,696,979 | $459.0m | 0.4% |
| JMG Financial Group, Ltd. | 5,646,613 | $454.9m | 11.0% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5,399,546 | $435.0m | 1.5% |
| Allworth Financial LP | 5,151,020 | $415.0m | 1.8% |
| Nicholas Hoffman & Company, LLC. | 4,774,432 | $384.7m | 8.1% |