| Unison Advisors LLC | 2,386,124 | $240.9m | 16.8% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 561,581 | $56.7m | 0.7% |
| TIAA Wealth Investment Management LLC | 414,611 | $41.9m | 0.3% |
| ENVESTNET ASSET MANAGEMENT INC | 383,067 | $38.7m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 334,859 | $33.8m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 246,117 | $24.9m | 0.0% |
| Joel Isaacson & Co., LLC | 240,333 | $24.3m | 0.7% |
| HighTower Advisors, LLC | 236,290 | $23.9m | 0.0% |
| Cetera Investment Advisers | 203,435 | $20.5m | 0.0% |
| Avantax Planning Partners, Inc. | 187,307 | $18.9m | 0.5% |
| SEEDS INVESTOR LLC | 163,498 | $16.5m | 1.7% |
| HALL CAPITAL MANAGEMENT CO INC | 146,836 | $14.8m | 4.6% |
| Merit Financial Group, LLC | 139,584 | $14.1m | 0.1% |
| Aspire Private Capital, LLC | 137,153 | $13.8m | 2.9% |
| Equitable Holdings, Inc. | 126,352 | $12.8m | 0.1% |
| KEYVANTAGE WEALTH, LLC | 94,424 | $9.5m | 3.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 87,055 | $8.8m | 0.6% |
| Heartwood Wealth Advisors LLC | 81,425 | $8.2m | 0.6% |
| Silver Oak Advisory Group, Inc. | 73,232 | $7.4m | 2.9% |
| Atria Investments, Inc | 67,449 | $6.8m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 65,926 | $6.7m | 0.0% |
| Ashton Thomas Private Wealth, LLC | 64,478 | $6.5m | 0.1% |
| S.A. Mason LLC | 63,407 | $6.4m | 2.0% |
| LPL Financial LLC | 60,901 | $6.1m | 0.0% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 55,973 | $5.7m | 0.3% |