| Sellwood Investment Partners LLC | $20.8M | 8.19% |
| Savant Capital, LLC | $10.6M | 0.05% |
| LPL Financial LLC | $7.1M | 0.00% |
| Balanced Rock Investment Advisors LLC | $6.2M | 4.35% |
| Arlington Financial Advisors, LLC | $5.1M | 0.73% |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 0.01% |
| Northwest Bancshares, Inc. | $4.5M | 0.90% |
| Envestnet Portfolio Solutions, Inc. | $4.2M | 0.02% |
| GenWealth Group, Inc. | $3.8M | 0.64% |
| Cetera Investment Advisers | $2.8M | 0.00% |
| Financial Insights, Inc. | $2.6M | 0.85% |
| Bruce G. Allen Investments, LLC | $1.5M | 1.00% |
| Mariner, LLC | $1.3M | 0.00% |
| CITADEL ADVISORS LLC | $1.1M | 0.00% |
| Dynamic Advisor Solutions LLC | $871.9K | 0.03% |
| Mason & Associates Inc | $820.2K | 0.16% |
| Capital Analysts, LLC | $769.0K | 0.02% |
| FLAGSHIP HARBOR ADVISORS, LLC | $558.8K | 0.02% |
| Walkner Condon Financial Advisors LLC | $553.0K | 0.07% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $481.1K | 0.15% |
| JNBA Financial Advisors | $388.8K | 0.03% |
| KWB Wealth | $372.1K | 0.04% |
| NewEdge Advisors, LLC | $369.8K | 0.02% |
| Bond & Devick Financial Network, Inc. | $326.7K | 0.09% |
| BANK OF AMERICA CORP /DE/ | $315.7K | 0.00% |
| RHS Financial, LLC | $310.2K | 0.15% |
| Bank of New York Mellon Corp | $267.5K | 0.00% |
| Milestone Investment Advisors LLC | $247.8K | 0.06% |
| RAYMOND JAMES FINANCIAL INC | $232.6K | 0.00% |
| Sprinkle Financial Consultants LLC | $220.7K | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | $212.6K | 0.00% |
| Williams & Novak, LLC | $208.2K | 0.16% |
| WELLS FARGO & COMPANY/MN | $173.5K | 0.00% |
| AdvisorNet Financial, Inc | $159.6K | 0.01% |
| Farther Finance Advisors, LLC | $154.1K | 0.00% |
| HARBOUR INVESTMENTS, INC. | $153.1K | 0.00% |
| ROYAL BANK OF CANADA | $153.0K | 0.00% |
| Sankala Group LLC | $133.8K | 0.11% |
| Ascentis Independent Advisors | $114.2K | 0.01% |
| OSAIC HOLDINGS, INC. | $78.1K | 0.00% |
| Smartleaf Asset Management LLC | $59.2K | 0.00% |
| JPMORGAN CHASE & CO | $4.1K | 0.00% |
| BLUELINE ADVISORS LLC | $1.0K | 0.00% |