| Strategic Financial Services, Inc. | 3,777,784 | $336.8m | 14.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,244,719 | $289.2m | 0.0% |
| WELLS FARGO & COMPANY/MN | 3,047,559 | $271.7m | 0.0% |
| AMERIPRISE FINANCIAL INC | 2,175,644 | $194.2m | 0.0% |
| LPL Financial LLC | 1,593,475 | $142.0m | 0.0% |
| Advance Capital Management, Inc. | 1,476,512 | $131.6m | 4.3% |
| BANK OF AMERICA CORP /DE/ | 1,428,258 | $127.3m | 0.0% |
| Valmark Advisers, Inc. | 1,280,840 | $114.2m | 1.2% |
| Acropolis Investment Management, LLC | 982,634 | $87.6m | 3.5% |
| Cetera Investment Advisers | 832,049 | $74.2m | 0.1% |
| Modern Wealth Management, LLC | 809,068 | $72.1m | 0.9% |
| Cambridge Investment Research Advisors, Inc. | 789,936 | $70.4m | 0.1% |
| FMR LLC | 720,940 | $64.3m | 0.0% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 667,125 | $59.5m | 0.4% |
| HighTower Advisors, LLC | 645,667 | $57.6m | 0.1% |
| Annex Advisory Services, LLC | 625,277 | $55.7m | 1.0% |
| RAYMOND JAMES FINANCIAL INC | 488,894 | $43.6m | 0.0% |
| BlackRock, Inc. | 481,475 | $42.9m | 0.0% |
| Financial Management Professionals, Inc. | 474,926 | $42.3m | 4.0% |
| Clearwater Capital Advisors, LLC | 474,741 | $42.3m | 3.1% |
| Cornerstone Planning Group LLC | 481,038 | $41.6m | 5.2% |
| OSAIC HOLDINGS, INC. | 464,450 | $41.4m | 0.0% |
| Ullmann Wealth Partners Group, LLC | 430,738 | $38.4m | 3.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 413,988 | $36.9m | 0.0% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 395,557 | $35.2m | 0.1% |