| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 66 |
| Citadel Advisors | 35 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 57 |
| GOLDMAN SACHS GROUP INC | 37 | 2 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q3 2023 | 45 |
| Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 44 |
| BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
| STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 42 |
| MORGAN STANLEY | 42 | 42 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.05% | 0.51% | 1.88% | Q2 2013 | Q3 2023 | 42 |
| Prospera Financial Services Inc | 42 | 42 | 0.04% | 0.25% | 1.40% | Q2 2013 | Q3 2023 | 42 |
| D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
| WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
| SignalPoint Asset Management, LLC | 42 | 42 | 0.28% | 1.01% | 3.07% | Q2 2013 | Q3 2023 | 42 |
| US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
| Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
| ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
| LPL Financial LLC | 42 | 42 | 0.04% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
| JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
| AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
| HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
| CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
| RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
| OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
| ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
| Raymond James Financial Services Advisors, Inc. | 41 | 41 | 0.04% | 0.13% | 0.72% | Q3 2013 | Q3 2023 | 41 |
| Cetera Advisor Networks LLC | 41 | 41 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
| Creative Planning | 33 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
| RAYMOND JAMES TRUST N.A. | 40 | 40 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 40 |
| Janney Montgomery Scott LLC | 29 | 11 | 0.03% | 0.10% | 0.39% | Q3 2013 | Q3 2023 | 40 |
| Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.22% | Q4 2013 | Q3 2023 | 40 |
| B. Riley Wealth Advisors, Inc. | 25 | 14 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 39 |
| STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.04% | 0.16% | Q1 2014 | Q3 2023 | 39 |
| Regal Investment Advisors LLC | 24 | 1 | 0.04% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 38 |
| OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.02% | 0.09% | 0.36% | Q2 2014 | Q3 2023 | 38 |
| Cetera Advisors LLC | 38 | 38 | 0.02% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 38 |
| PNC FINANCIAL SERVICES GROUP, INC. | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
| Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2023 | 37 |
| JNBA Financial Advisors | 20 | 17 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
| Sigma Planning Corp | 36 | 36 | 0.02% | 0.10% | 0.62% | Q4 2014 | Q3 2023 | 36 |
| BANK OF MONTREAL /CAN/ | 34 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
| UBS Group AG | 36 | 36 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
| ATWOOD & PALMER INC | 20 | 15 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 35 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.07% | 0.34% | Q1 2015 | Q3 2023 | 35 |
| Stratos Wealth Partners, LTD. | 35 | 35 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 35 |
| FIFTH THIRD BANCORP | 19 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
| Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 34 |
| Cetera Investment Advisers | 32 | 32 | 0.04% | 0.17% | 0.50% | Q4 2015 | Q3 2023 | 32 |
| Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q3 2023 | 31 |
| WealthPLAN Partners, LLC | 21 | 1 | 0.02% | 0.27% | 0.90% | Q1 2015 | Q4 2023 | 31 |
| Koshinski Asset Management, Inc. | 16 | 3 | 0.04% | 0.11% | 0.35% | Q2 2015 | Q3 2023 | 31 |
| NewEdge Advisors, LLC | 14 | 6 | 0.01% | 0.49% | 3.49% | Q4 2014 | Q3 2023 | 31 |
| MCF Advisors LLC | 24 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
| IFP Advisors, Inc | 17 | 14 | 0.02% | 0.05% | 0.10% | Q4 2015 | Q3 2023 | 31 |
| NEXT Financial Group, Inc | 16 | 14 | 0.01% | 0.14% | 0.60% | Q2 2014 | Q4 2021 | 30 |
| First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.10% | 0.27% | Q2 2013 | Q3 2020 | 30 |
| StrategIQ Financial Group, LLC | 30 | 30 | 0.11% | 0.37% | 0.69% | Q2 2016 | Q3 2023 | 30 |
| WINTRUST INVESTMENTS LLC | 18 | 11 | 0.01% | 0.24% | 0.50% | Q2 2016 | Q3 2023 | 29 |
| Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.03% | 0.07% | 0.16% | Q4 2013 | Q4 2020 | 29 |
| CREDIT SUISSE AG/ | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2020 | 29 |
| Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.14% | 0.49% | Q2 2014 | Q3 2023 | 29 |
| Jacobi Capital Management LLC | 28 | 28 | 0.03% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.22% | 0.48% | Q4 2016 | Q3 2023 | 28 |
| SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 28 |
| CWM, LLC | 11 | 8 | 0.00% | 0.03% | 0.51% | Q3 2015 | Q3 2023 | 28 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.08% | 0.18% | 0.56% | Q4 2016 | Q3 2023 | 28 |
| Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.04% | 0.29% | Q4 2013 | Q1 2023 | 27 |
| ROTHSCHILD INVESTMENT LLC /IL | 13 | 1 | 0.02% | 0.05% | 0.11% | Q4 2014 | Q1 2023 | 27 |
| Transamerica Financial Advisors, Inc. | 19 | 2 | 0.00% | 0.33% | 1.98% | Q4 2014 | Q3 2023 | 27 |
| J.P. Morgan Private Wealth Advisors LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 27 |
| Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 27 |
| Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
| MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 26 |
| Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 26 |
| BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.10% | 0.27% | Q2 2013 | Q3 2019 | 26 |
| WEDBUSH SECURITIES INC | 14 | 1 | 0.01% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 26 |
| Voya Financial Advisors, Inc. | 25 | 25 | 0.01% | 0.07% | 0.64% | Q1 2015 | Q1 2021 | 25 |
| JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 25 |
| Dynamic Advisor Solutions LLC | 24 | 24 | 0.04% | 0.29% | 0.74% | Q4 2013 | Q3 2019 | 24 |
| RPg Family Wealth Advisory, LLC | 10 | 4 | 0.01% | 0.17% | 0.33% | Q1 2017 | Q3 2023 | 24 |
| CAPTRUST FINANCIAL ADVISORS | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 24 |
| Smart Money Group LLC | 24 | 24 | 0.50% | 1.07% | 1.86% | Q4 2017 | Q3 2023 | 24 |
| Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 24 |
| Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q2 2023 | 24 |
| Clearwater Capital Advisors, LLC | 14 | 3 | 0.03% | 0.06% | 0.12% | Q3 2016 | Q2 2023 | 24 |
| Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
| COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
| SeaCrest Wealth Management, LLC | 24 | 24 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 24 |
| Belpointe Asset Management LLC | 17 | 6 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 23 |
| SUNTRUST BANKS INC | 19 | 4 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2019 | 23 |
| Snowden Capital Advisors LLC | 11 | 4 | 0.05% | 0.11% | 0.41% | Q1 2016 | Q3 2023 | 23 |
| BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
| OPTIMUM INVESTMENT ADVISORS | 16 | 2 | 0.01% | 0.11% | 0.38% | Q4 2014 | Q4 2021 | 23 |
| Doyle Wealth Management | 23 | 23 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q3 2022 | 23 |
| Financial Enhancement Group LLC | 23 | 23 | 0.00% | 1.06% | 2.64% | Q1 2017 | Q3 2022 | 23 |
| Asset Dedication, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
| Wealthcare Advisory Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 22 |
| Ballew Advisors, Inc | 21 | 1 | 0.14% | 0.26% | 0.39% | Q4 2017 | Q2 2023 | 22 |
| FormulaFolio Investments, LLC | 22 | 22 | 0.03% | 0.18% | 0.49% | Q4 2014 | Q1 2020 | 22 |
| Burt Wealth Advisors | 22 | 22 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 22 |
| Beaumont Financial Partners, LLC | 11 | 1 | 0.12% | 0.94% | 1.99% | Q2 2013 | Q3 2021 | 21 |
| Patriot Financial Group Insurance Agency, LLC | 16 | 5 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2022 | 21 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
| FMR LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
| MinichMacGregor Wealth Management, LLC | 10 | 1 | 0.02% | 0.36% | 0.86% | Q4 2015 | Q4 2022 | 21 |
| CAHILL FINANCIAL ADVISORS INC | 14 | 1 | 0.04% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 20 |
| Northeast Financial Consultants Inc | 19 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 20 |
| NewSquare Capital LLC | 12 | 8 | 0.00% | 1.48% | 4.24% | Q4 2013 | Q3 2020 | 20 |
| NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.01% | 1.10% | 3.54% | Q3 2012 | Q2 2023 | 20 |
| American Portfolios Advisors | 20 | 20 | 0.04% | 0.14% | 0.35% | Q4 2017 | Q3 2022 | 20 |
| FLAGSHIP HARBOR ADVISORS, LLC | 12 | 8 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 20 |
| Beacon Pointe Advisors, LLC | 20 | 20 | 0.01% | 0.11% | 0.33% | Q4 2018 | Q3 2023 | 20 |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.04% | 0.24% | Q4 2014 | Q3 2019 | 20 |
| Cedar Brook Financial Partners, LLC | 19 | 19 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 19 |
| Kingsview Wealth Management, LLC | 13 | 6 | 0.02% | 0.07% | 0.17% | Q4 2018 | Q3 2023 | 19 |
| First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.43% | 1.60% | Q2 2013 | Q2 2021 | 19 |
| Western Wealth Management, LLC | 11 | 8 | 0.05% | 0.10% | 0.19% | Q4 2018 | Q3 2023 | 19 |
| AE Wealth Management LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
| MGO ONE SEVEN LLC | 15 | 2 | 0.02% | 0.10% | 0.30% | Q4 2017 | Q3 2023 | 19 |
| LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.17% | 0.32% | 0.59% | Q1 2019 | Q3 2023 | 19 |
| Atria Investments, Inc | 6 | 1 | 0.01% | 0.07% | 0.16% | Q2 2015 | Q3 2023 | 19 |
| Astor Investment Management LLC | 11 | 3 | 0.15% | 2.41% | 4.35% | Q1 2014 | Q4 2020 | 19 |
| Spectrum Wealth Advisory Group, LLC | 19 | 19 | 0.78% | 1.19% | 3.83% | Q1 2019 | Q3 2023 | 19 |
| Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
| IFC Holdings Incorporated/FL | 19 | 19 | 0.09% | 0.48% | 0.84% | Q2 2013 | Q4 2017 | 19 |
| TFG Advisers LLC | 14 | 5 | 0.10% | 0.14% | 0.19% | Q4 2018 | Q3 2023 | 19 |
| THRIVENT FINANCIAL FOR LUTHERANS | 14 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 19 |
| PURA VIDA INVESTMENTS, LLC | 11 | 2 | 0.74% | 2.41% | 6.19% | Q4 2015 | Q1 2021 | 19 |
| Sunbelt Securities, Inc. | 18 | 1 | 0.03% | 0.15% | 0.32% | Q4 2016 | Q3 2023 | 19 |
| Laurel Wealth Advisors LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
| Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2017 | 18 |
| LINCOLN NATIONAL CORP | 18 | 18 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
| HL FINANCIAL SERVICES LLC | 14 | 1 | 0.02% | 0.11% | 0.17% | Q2 2013 | Q1 2019 | 18 |
| BARCLAYS PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 18 |
| CENTAURUS FINANCIAL, INC. | 9 | 3 | 0.02% | 0.08% | 0.35% | Q4 2017 | Q2 2023 | 18 |
| AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
| Capital Investment Advisory Services, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
| SVB WEALTH LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
| FIRST FINANCIAL CORP /IN/ | 18 | 18 | 0.00% | 0.18% | 0.34% | Q2 2013 | Q3 2017 | 18 |
| AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
| People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
| Bell Rock Capital LLC | 16 | 1 | 0.07% | 0.23% | 0.98% | Q4 2016 | Q4 2021 | 17 |
| Allworth Financial LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
| Global Trust Asset Management, LLC | 14 | 1 | 0.03% | 0.22% | 0.47% | Q2 2018 | Q3 2023 | 17 |
| Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.02% | 0.13% | 0.24% | Q1 2016 | Q4 2021 | 17 |
| WFG Advisors, LP | 17 | 17 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q2 2017 | 17 |
| Bartlett & Co. LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 17 |
| CIBC WORLD MARKET INC. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 17 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 17 | 0.01% | 0.03% | 0.03% | Q1 2018 | Q1 2022 | 17 |
| Sonora Investment Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
| J Arnold Wealth Management Co | 16 | 16 | 0.04% | 2.76% | 11.16% | Q4 2019 | Q3 2023 | 16 |
| Plante Moran Financial Advisors, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 16 |
| DAVENPORT & Co LLC | 11 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 16 |
| Arkadios Wealth Advisors | 16 | 16 | 0.07% | 0.21% | 0.46% | Q4 2019 | Q3 2023 | 16 |
| FARMERS & MERCHANTS INVESTMENTS INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
| SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 16 |
| Kore Private Wealth LLC | 16 | 16 | 0.53% | 0.78% | 1.25% | Q4 2018 | Q3 2022 | 16 |
| TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
| TRUST CO OF VERMONT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 16 |
| SII INVESTMENTS INC/WI | 16 | 16 | 0.02% | 0.45% | 0.90% | Q4 2013 | Q3 2017 | 16 |
| Wagner Wealth Management, LLC | 12 | 4 | 0.35% | 0.98% | 1.63% | Q4 2017 | Q3 2023 | 16 |
| Financial Advocates Investment Management | 12 | 1 | 0.03% | 0.45% | 0.77% | Q4 2017 | Q1 2023 | 15 |
| Valeo Financial Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
| PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.33% | 0.38% | 0.47% | Q1 2018 | Q2 2023 | 15 |
| MSI Financial Services Inc | 15 | 15 | 0.07% | 0.50% | 1.60% | Q2 2013 | Q4 2016 | 15 |
| First Heartland Consultants, Inc. | 11 | 4 | 0.08% | 0.37% | 0.70% | Q2 2013 | Q3 2021 | 15 |
| HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
| Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
| Financial Partners Group, Inc | 15 | 15 | 0.19% | 0.38% | 0.64% | Q1 2020 | Q3 2023 | 15 |
| BKS ADVISORS, LLC | 7 | 3 | 1.36% | 1.99% | 3.01% | Q1 2015 | Q1 2019 | 15 |
| Riggs Asset Managment Co. Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2018 | 15 |
| Kovack Advisors, Inc. | 9 | 2 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q2 2023 | 15 |
| OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
| HUNTINGTON NATIONAL BANK | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 15 |
| Capital Wealth Alliance, LLC | 15 | 15 | 0.08% | 0.56% | 1.03% | Q4 2019 | Q2 2023 | 15 |
| FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.05% | 0.61% | 1.43% | Q2 2019 | Q2 2023 | 15 |
| TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| Virtue Capital Management, LLC | 8 | 1 | 0.11% | 0.93% | 2.70% | Q3 2018 | Q3 2023 | 14 |
| SPC Financial, Inc. | 11 | 1 | 0.07% | 0.27% | 0.52% | Q2 2013 | Q1 2020 | 14 |
| Halpern Financial, Inc. | 14 | 14 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q1 2023 | 14 |
| Equitable Holdings, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
| Aptus Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| COUNTRY TRUST BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2023 | 14 |
| Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.07% | 0.32% | Q4 2016 | Q1 2020 | 14 |
| &PARTNERS | 14 | 14 | 0.10% | 0.29% | 0.52% | Q2 2020 | Q3 2023 | 14 |
| Hochman Cole Investment Advisors, Inc. | 14 | 14 | 0.20% | 0.27% | 0.31% | Q2 2018 | Q3 2021 | 14 |
| Simplicity Solutions, LLC | 6 | 1 | 0.00% | 0.20% | 0.52% | Q4 2014 | Q4 2020 | 14 |
| Shamrock Asset Management LLC | 8 | 6 | 0.01% | 5.39% | 12.35% | Q4 2013 | Q3 2018 | 14 |
| BlackRock Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
| Ausdal Financial Partners, Inc. | 13 | 1 | 0.09% | 0.11% | 0.14% | Q4 2015 | Q3 2023 | 14 |
| Larson Financial Group LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
| DEUTSCHE BANK AG\ | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 14 |
| Hudock, Inc. | 14 | 14 | 0.02% | 0.28% | 1.27% | Q2 2013 | Q3 2016 | 14 |
| CreativeOne Wealth, LLC | 13 | 1 | 0.01% | 0.05% | 0.39% | Q4 2019 | Q2 2023 | 14 |
| Ameritas Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
| Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
| Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
| Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
| SYNOVUS FINANCIAL CORP | 10 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 13 |
| VSR Financial Services, Inc. | 13 | 13 | 0.12% | 0.38% | 0.57% | Q2 2013 | Q2 2016 | 13 |
| MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 13 |
| Moors & Cabot, Inc. | 12 | 1 | 0.01% | 0.09% | 0.13% | Q1 2014 | Q4 2021 | 13 |
| Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
| FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.10% | 0.39% | Q2 2013 | Q2 2018 | 13 |
| PRUDENTIAL FINANCIAL INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
| Keel Point, LLC | 10 | 3 | 0.03% | 0.88% | 3.42% | Q1 2015 | Q4 2020 | 13 |
| Horizon Investments, LLC | 11 | 2 | 0.02% | 0.33% | 3.45% | Q2 2013 | Q1 2019 | 13 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 13 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 13 |
| Alliance Wealth Advisors, LLC | 12 | 12 | 0.42% | 0.58% | 0.73% | Q4 2020 | Q3 2023 | 12 |
| Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.15% | 0.35% | Q4 2019 | Q3 2023 | 12 |
| WESPAC Advisors, LLC | 8 | 4 | 0.17% | 1.36% | 2.95% | Q3 2013 | Q2 2019 | 12 |
| AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
| Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 12 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 9 | 3 | 0.78% | 0.90% | 0.99% | Q4 2016 | Q4 2019 | 12 |
| OneDigital Investment Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 12 |
| Hoxton Financial, Inc. | 12 | 12 | 4.35% | 5.34% | 10.00% | Q2 2013 | Q1 2016 | 12 |
| Ironsides Asset Advisors, LLC | 12 | 12 | 0.16% | 0.28% | 0.42% | Q2 2014 | Q1 2017 | 12 |
| Signature Wealth Management Partners, LLC | 12 | 12 | 0.31% | 0.34% | 0.36% | Q4 2020 | Q3 2023 | 12 |
| Front Row Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
| Risk Paradigm Group, LLC | 8 | 2 | 0.42% | 0.78% | 1.26% | Q1 2015 | Q4 2018 | 12 |
| DB Wealth Management Group, LLC | 12 | 12 | 0.56% | 1.07% | 1.98% | Q4 2020 | Q3 2023 | 12 |
| MTM Investment Management, LLC | 12 | 12 | 0.19% | 0.26% | 0.31% | Q4 2020 | Q3 2023 | 12 |
| BENJAMIN EDWARDS INC | 7 | 5 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 12 |
| NATIONAL PLANNING CORP | 10 | 2 | 0.02% | 0.09% | 0.23% | Q1 2014 | Q3 2017 | 12 |
| Tradition Wealth Management, LLC | 12 | 12 | 0.07% | 0.09% | 0.15% | Q4 2020 | Q3 2023 | 12 |
| Advisory Alpha, LLC | 10 | 1 | 0.00% | 0.59% | 1.63% | Q4 2017 | Q3 2020 | 11 |
| Insight Advisors, LLC/ PA | 11 | 11 | 0.09% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
| Addison Advisors LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
| Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
| TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.08% | 0.53% | Q3 2015 | Q3 2023 | 11 |
| IFG Advisory, LLC | 6 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 11 |
| BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
| Global Financial Private Capital, Inc | 9 | 2 | 0.01% | 0.10% | 0.27% | Q3 2017 | Q2 2020 | 11 |
| Capital Analysts, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 11 |
| Freedom Investment Management, Inc. | 10 | 1 | 0.02% | 0.06% | 0.13% | Q2 2014 | Q4 2019 | 11 |
| Spire Wealth Management | 11 | 11 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
| Qube Research & Technologies Ltd | 5 | 3 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 11 |
| M&T BANK CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 11 |
| Golden State Wealth Management, LLC | 7 | 1 | 0.19% | 0.38% | 0.55% | Q1 2019 | Q1 2022 | 11 |
| StoneX Group Inc. | 3 | 2 | 0.03% | 0.22% | 0.52% | Q1 2018 | Q3 2023 | 11 |
| 1776 Wealth LLC | 5 | 2 | 0.13% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 11 |
| Bank of New York Mellon Corp | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
| WASHINGTON TRUST Co | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| FOUNDERS FINANCIAL SECURITIES LLC | 9 | 2 | 0.11% | 0.51% | 2.40% | Q4 2013 | Q1 2019 | 11 |
| Virtu Financial LLC | 3 | 1 | 0.03% | 0.13% | 0.40% | Q2 2013 | Q2 2019 | 11 |
| HAYS ADVISORY LLC | 11 | 11 | 0.10% | 2.68% | 3.78% | Q2 2013 | Q4 2015 | 11 |
| Onyx Bridge Wealth Group LLC | 11 | 11 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 11 |
| FIRST TRUST ADVISORS LP | 8 | 1 | 0.09% | 1.20% | 2.42% | Q1 2014 | Q1 2020 | 11 |
| Delos Wealth Advisors, LLC | 10 | 10 | 0.19% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
| Intrua Financial, LLC | 8 | 2 | 0.04% | 0.08% | 0.15% | Q2 2020 | Q1 2023 | 10 |
| SMITH HAYES Advisers, Inc | 10 | 10 | 0.08% | 0.18% | 0.32% | Q3 2013 | Q4 2015 | 10 |
| IHT Wealth Management, LLC | 6 | 2 | 0.02% | 0.05% | 0.27% | Q4 2016 | Q4 2021 | 10 |
| HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 10 |
| Integrated Advisors Network LLC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
| First Command Bank | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
| Hilltop Holdings Inc. | 8 | 1 | 0.27% | 0.31% | 0.33% | Q1 2015 | Q4 2017 | 10 |
| PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 10 |
| HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
| Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.03% | 0.11% | Q1 2014 | Q2 2017 | 10 |
| Fulcrum Equity Management | 3 | 1 | 0.00% | 2.60% | 9.08% | Q2 2019 | Q2 2023 | 10 |
| First Command Financial Services, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
| TUCKER ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
| WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 10 |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.06% | 0.13% | 0.24% | Q2 2014 | Q4 2020 | 10 |
| BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.91% | 0.99% | 1.09% | Q4 2013 | Q4 2015 | 9 |
| Pinnacle Family Advisors, LLC | 5 | 1 | 0.20% | 0.72% | 1.84% | Q1 2017 | Q3 2023 | 9 |
| HOWARD FINANCIAL SERVICES, LTD. | 7 | 2 | 0.05% | 0.09% | 0.17% | Q4 2020 | Q1 2023 | 9 |
| EPG Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
| INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 9 | 9 | 0.07% | 0.09% | 0.12% | Q3 2014 | Q3 2016 | 9 |
| B. Riley Wealth Management, Inc. | 9 | 9 | 1.21% | 1.71% | 2.70% | Q1 2014 | Q1 2016 | 9 |
| Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
| Aspire Private Capital, LLC | 9 | 9 | 0.01% | 0.07% | 0.15% | Q4 2018 | Q4 2020 | 9 |
| Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q4 2021 | 9 |
| Krilogy Financial LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 9 |
| Ameritas Investment Company, LLC | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 9 |
| Walker Asset Management, LLC | 9 | 9 | 0.19% | 0.23% | 0.28% | Q4 2021 | Q4 2023 | 9 |
| Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 9 |
| Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2020 | 9 |
| BBVA USA Bancshares, Inc. | 8 | 8 | 0.90% | 1.05% | 1.21% | Q2 2013 | Q1 2015 | 8 |
| Schrum Private Wealth Management LLC | 8 | 8 | 1.68% | 1.79% | 1.95% | Q4 2021 | Q3 2023 | 8 |
| Ignite Planners, LLC | 8 | 8 | 0.09% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
| PCG Wealth Advisors, LLC | 8 | 8 | 0.24% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
| VICUS CAPITAL | 4 | 4 | 0.03% | 0.11% | 0.26% | Q1 2015 | Q4 2019 | 8 |
| Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
| MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
| SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
| Banco Santander, S.A. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| Security Financial Services, INC. | 8 | 8 | 0.41% | 0.51% | 0.62% | Q4 2021 | Q3 2023 | 8 |
| Community Financial Services Group, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 8 |
| BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
| EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.31% | 0.81% | 1.29% | Q4 2021 | Q3 2023 | 8 |
| Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| PGIM Custom Harvest LLC | 4 | 4 | 0.03% | 0.31% | 0.85% | Q4 2020 | Q3 2023 | 8 |
| FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.08% | 0.24% | Q2 2020 | Q3 2023 | 8 |
| Sowell Financial Services LLC | 8 | 8 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q2 2021 | 8 |
| Concorde Asset Management, LLC | 8 | 8 | 0.21% | 0.46% | 0.77% | Q4 2014 | Q3 2016 | 8 |
| WELCH & FORBES LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
| STERNE AGEE GROUP, INC. | 8 | 8 | 0.40% | 0.53% | 0.75% | Q2 2013 | Q1 2015 | 8 |
| Axiom Investment Management LLC | 4 | 4 | 0.03% | 0.19% | 0.40% | Q1 2019 | Q2 2021 | 8 |
| Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.23% | 0.49% | Q3 2014 | Q2 2023 | 7 |
| PSI Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
| Masso Torrence Wealth Management Inc. | 5 | 2 | 0.18% | 1.41% | 3.22% | Q4 2021 | Q3 2023 | 7 |
| Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2019 | 7 |
| SSI INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.07% | 0.12% | 0.18% | Q2 2017 | Q4 2018 | 7 |
| ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
| Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Venture Visionary Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
| HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q4 2022 | 7 |
| D.B. Root & Company, LLC | 4 | 1 | 0.08% | 0.16% | 0.35% | Q3 2018 | Q3 2021 | 7 |
| Clearstead Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 7 |
| Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 7 |
| Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
| BRIGHTON JONES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
| Consolidated Investment Group LLC | 7 | 7 | 0.33% | 0.36% | 0.40% | Q2 2014 | Q4 2015 | 7 |
| ACG Wealth | 6 | 1 | 0.03% | 0.10% | 0.14% | Q4 2017 | Q4 2019 | 7 |
| AlphaStar Capital Management, LLC | 7 | 7 | 0.06% | 0.15% | 0.30% | Q3 2018 | Q1 2020 | 7 |
| GPS Wealth Strategies Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
| INVESTMENT CENTERS OF AMERICA INC | 7 | 7 | 0.04% | 0.07% | 0.14% | Q2 2014 | Q4 2015 | 7 |
| WEALTH EFFECTS LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
| Rehmann Capital Advisory Group | 5 | 2 | 0.00% | 0.05% | 0.09% | Q1 2015 | Q2 2019 | 7 |
| Apollon Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 7 |
| AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.04% | 0.23% | 0.40% | Q4 2014 | Q3 2016 | 7 |
| Concert Wealth Management Inc. | 6 | 1 | 0.01% | 0.07% | 0.09% | Q2 2013 | Q3 2016 | 7 |
| NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.12% | 0.38% | 0.73% | Q2 2013 | Q4 2014 | 7 |
| Johnson Financial Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
| HighMark Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| WEALTHSOURCE PARTNERS, LLC | 3 | 2 | 0.06% | 0.48% | 1.18% | Q1 2017 | Q1 2019 | 7 |
| HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
| Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2015 | 7 |
| Capital Asset Advisory Services LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
| Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
| Placemark Investments, Inc. | 7 | 7 | 0.08% | 0.15% | 0.26% | Q2 2013 | Q4 2014 | 7 |
| MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
| COMERICA SECURITIES,INC. | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
| Atria Wealth Solutions, Inc. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
| L.M. KOHN & COMPANY | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
| Realta Investment Advisors | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 7 |
| UBS AG | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
| SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 6 |
| Purus Wealth Management, LLC | 6 | 6 | 0.40% | 0.44% | 0.50% | Q4 2021 | Q1 2023 | 6 |
| JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.23% | 0.71% | 1.51% | Q4 2018 | Q1 2020 | 6 |
| Blackhawk Capital Partners LLC. | 3 | 3 | 0.04% | 0.32% | 0.64% | Q4 2017 | Q3 2023 | 6 |
| Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2020 | 6 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 1 | 0.04% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 6 |
| F-Squared Investment Management, LLC | 5 | 1 | 3.77% | 6.71% | 11.96% | Q3 2013 | Q2 2015 | 6 |
| Dorsey Wright & Associates | 4 | 2 | 0.03% | 0.17% | 0.41% | Q1 2014 | Q1 2019 | 6 |
| Visionary Asset Management, Inc. | 6 | 6 | 0.16% | 0.28% | 0.44% | Q2 2014 | Q3 2015 | 6 |
| Argentus Capital Management, LLC | 6 | 6 | 0.01% | 0.11% | 0.25% | Q2 2015 | Q3 2016 | 6 |
| CEDAR CAPITAL, LLC | 5 | 1 | 0.11% | 0.14% | 0.24% | Q2 2016 | Q3 2018 | 6 |
| Independent Portfolio Consultants, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 6 |
| CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 6 |
| TruWealth Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2022 | 6 |
| MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 6 |
| Independence Bank of Kentucky | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
| Retirement Planning Group, LLC | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2023 | 6 |
| GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
| Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.04% | 0.28% | 0.50% | Q2 2022 | Q3 2023 | 6 |
| Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
| BESSEMER GROUP INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 6 |
| RFG Advisory, LLC | 5 | 1 | 0.01% | 0.25% | 1.41% | Q4 2014 | Q3 2023 | 6 |
| Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
| TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 6 |
| Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.33% | 0.76% | Q2 2018 | Q3 2019 | 6 |
| LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2021 | 6 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| ERn Financial, LLC | 6 | 6 | 0.91% | 1.05% | 1.12% | Q2 2022 | Q3 2023 | 6 |
| Total Clarity Wealth Management, Inc. | 2 | 1 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q2 2022 | 5 |
| BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
| High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
| CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.08% | 0.12% | Q4 2021 | Q4 2022 | 5 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
| Eukles Asset Management | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
| Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.12% | 0.16% | 0.24% | Q4 2018 | Q4 2019 | 5 |
| Destiny Wealth Partners, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
| Veritable, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 5 |
| FourThought Financial, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
| REGIONS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 5 |
| O'Dell Group, LLC | 2 | 1 | 0.01% | 3.34% | 5.60% | Q4 2018 | Q4 2021 | 5 |
| CX Institutional | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 5 |
| Cavalier Investments, LLC | 3 | 2 | 0.12% | 5.56% | 15.69% | Q3 2015 | Q3 2017 | 5 |
| Colonial River Wealth Management, LLC | 3 | 2 | 0.13% | 0.18% | 0.26% | Q4 2020 | Q1 2022 | 5 |
| BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.53% | 1.42% | 1.84% | Q4 2017 | Q1 2019 | 5 |
| Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 5 |
| Coppell Advisory Solutions LLC | 4 | 1 | 0.31% | 1.10% | 2.29% | Q4 2020 | Q3 2023 | 5 |
| Brookstone Capital Management | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2023 | 5 |
| BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
| Holistic Financial Partners | 3 | 2 | 0.01% | 1.83% | 3.19% | Q4 2017 | Q3 2023 | 5 |
| KINGS POINT CAPITAL MANAGEMENT | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
| Strategic Blueprint, LLC | 2 | 1 | 0.01% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 5 |
| Sandy Spring Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
| Donald L. Hagan, LLC | 5 | 5 | 0.22% | 0.46% | 1.09% | Q2 2018 | Q2 2019 | 5 |
| TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| LBA Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
| Walkner Condon Financial Advisors LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
| Independent Advisor Alliance | 5 | 5 | 0.03% | 0.08% | 0.10% | Q4 2019 | Q4 2020 | 5 |
| Intercontinental Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.11% | 0.29% | Q4 2020 | Q4 2021 | 4 |
| Gryphon Financial Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 4 |
| BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 4 |
| ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 4 |
| Perigon Wealth Management, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
| Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
| Salomon & Ludwin, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
| Visionary Wealth Advisors | 4 | 4 | 0.03% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
| Gateway Advisory, LLC | 1 | 1 | 0.18% | 1.07% | 1.98% | Q1 2015 | Q3 2022 | 4 |
| Mariner, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 4 |
| Gateway Wealth Partners, LLC | 4 | 4 | 0.11% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
| TOWER TRUST Co | 4 | 4 | 2.41% | 2.55% | 2.83% | Q2 2013 | Q1 2014 | 4 |
| BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 4 |
| BHF RG Capital Inc. | 4 | 4 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q3 2021 | 4 |
| PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.34% | 0.47% | 0.59% | Q4 2022 | Q3 2023 | 4 |
| IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 1.29% | 1.47% | 1.64% | Q4 2022 | Q3 2023 | 4 |
| Ruggie Capital Group | 4 | 4 | 0.33% | 0.56% | 1.00% | Q4 2018 | Q3 2019 | 4 |
| Keeler Thomas Management LLC | 4 | 4 | 0.49% | 0.51% | 0.53% | Q4 2017 | Q3 2018 | 4 |
| IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 2.37% | 5.06% | Q4 2020 | Q3 2021 | 4 |
| PALLADIEM, LLC | 4 | 4 | 1.70% | 2.83% | 5.63% | Q4 2014 | Q3 2015 | 4 |
| Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
| Bison Wealth, LLC | 2 | 2 | 0.09% | 0.13% | 0.19% | Q3 2015 | Q3 2023 | 4 |
| LVZ, Inc. | 4 | 4 | 0.03% | 0.09% | 0.15% | Q2 2020 | Q1 2021 | 4 |
| Live Oak Investment Partners | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
| Segment Wealth Management, LLC | 3 | 1 | 0.15% | 0.47% | 0.66% | Q3 2017 | Q3 2018 | 4 |
| Occidental Asset Management, LLC | 4 | 4 | 0.43% | 0.64% | 0.80% | Q4 2015 | Q3 2016 | 4 |
| Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
| Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
| AlphaMark Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| LifePlan Financial Group, Inc | 4 | 4 | 0.25% | 2.50% | 3.33% | Q2 2015 | Q1 2016 | 4 |
| Merit Financial Group, LLC | 3 | 3 | 0.03% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
| City State Bank | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
| COMERICA SECURITIES INC | 3 | 3 | 0.12% | 0.19% | 0.23% | Q1 2015 | Q3 2015 | 3 |
| Pinnacle Private Wealth, LLC | 3 | 3 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q2 2022 | 3 |
| WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
| HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.79% | 1.88% | Q1 2016 | Q2 2023 | 3 |
| NewEdge Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
| Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
| SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
| COMMUNITY BANK SYSTEM, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
| WESBANCO BANK INC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
| SFI Advisors, LLC | 3 | 3 | 1.99% | 3.10% | 3.78% | Q3 2022 | Q1 2023 | 3 |
| Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 3 |
| Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
| Foundations Investment Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q4 2022 | 3 |
| OneAscent Financial Services LLC | 3 | 3 | 0.16% | 0.21% | 0.30% | Q1 2023 | Q3 2023 | 3 |
| National Wealth Management Group, LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q4 2021 | Q2 2022 | 3 |
| WealthTrust Fairport, LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2015 | Q1 2019 | 3 |
| Kingsbury Capital Investment Advisors LLC | 3 | 3 | 3.44% | 3.69% | 3.84% | Q1 2022 | Q3 2022 | 3 |
| Twin Tree Management, LP | 2 | 2 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q2 2019 | 3 |
| Engrave Wealth Partners LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q2 2020 | 3 |
| S.C. Financial Services, Inc. | 3 | 3 | 0.37% | 0.53% | 0.67% | Q2 2022 | Q4 2022 | 3 |
| Partnervest Advisory Services LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2014 | Q4 2016 | 3 |
| Claraphi Advisory Network, LLC | 2 | 1 | 0.26% | 0.37% | 0.46% | Q4 2018 | Q1 2020 | 3 |
| Cornerstone Wealth Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 3 |
| ABLE Financial Group, LLC | 3 | 3 | 0.30% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
| CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q3 2016 | 3 |
| INVESTMENT PARTNERS, LTD. | 3 | 3 | 0.24% | 0.26% | 0.28% | Q4 2014 | Q2 2015 | 3 |
| VitalStone Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
| Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
| Anchor Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 3 |
| Financial Management Professionals, Inc. | 2 | 1 | 1.37% | 1.78% | 2.00% | Q1 2014 | Q4 2018 | 3 |
| Secure Asset Management, LLC | 2 | 1 | 0.94% | 1.24% | 1.78% | Q1 2020 | Q1 2023 | 3 |
| Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
| ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
| Acorn Wealth Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2017 | Q2 2018 | 3 |
| PCA Investment Advisory Services Inc. | 3 | 3 | 0.32% | 0.35% | 0.39% | Q1 2023 | Q3 2023 | 3 |
| WealthPlan Investment Management, LLC | 2 | 1 | 0.08% | 0.10% | 0.15% | Q1 2022 | Q4 2022 | 3 |
| SkyOak Wealth, LLC | 3 | 3 | 0.13% | 0.17% | 0.20% | Q4 2019 | Q2 2020 | 3 |
| Keystone Wealth Services, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q2 2022 | 3 |
| Creative Capital Management Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
| Legacy Private Trust Co. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
| WealthBridge Capital Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
| Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
| BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q4 2014 | 2 |
| tru Independence LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 2 |
| WBI INVESTMENTS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
| WMG Financial Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
| MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
| Family Asset Management, LLC | 2 | 2 | 0.40% | 0.41% | 0.41% | Q2 2023 | Q3 2023 | 2 |
| Cutter & CO Brokerage, Inc. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2019 | Q3 2019 | 2 |
| FIRST HAWAIIAN BANK | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
| Brendel Financial Advisors LLC | 1 | 1 | 1.58% | 2.52% | 3.45% | Q4 2018 | Q2 2020 | 2 |
| 1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
| Coppell Advisory Solutions Corp. | 2 | 2 | 0.86% | 1.01% | 1.16% | Q4 2022 | Q1 2023 | 2 |
| Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
| Nauset Wealth Management. LLC | 2 | 2 | 1.26% | 1.40% | 1.53% | Q4 2021 | Q1 2022 | 2 |
| Wealth Quarterback LLC | 2 | 2 | 3.93% | 3.98% | 4.04% | Q4 2022 | Q1 2023 | 2 |
| Highwater Wealth Management, LLC | 2 | 2 | 1.34% | 1.55% | 1.77% | Q3 2016 | Q4 2016 | 2 |
| WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
| Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
| THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
| PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
| Accuvest Global Advisors | 2 | 2 | 0.75% | 1.31% | 1.86% | Q3 2014 | Q4 2014 | 2 |
| MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
| MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
| PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
| Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
| FURE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
| Trexquant Investment LP | 2 | 2 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q2 2020 | 2 |
| Investors Capital Advisory Services | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2015 | Q3 2015 | 2 |
| Clear Creek Financial Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q1 2020 | 2 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 2 |
| NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 2 |
| FLAGSTAR ADVISORS INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 2 |
| VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
| Catalyst Wealth Management, LLC | 2 | 2 | 1.43% | 1.56% | 1.70% | Q4 2022 | Q1 2023 | 2 |
| GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 2 |
| STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
| SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
| BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
| Moloney Securities Asset Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
| Simply Money Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| Claro Advisors LLC | 2 | 2 | 0.01% | 0.18% | 0.36% | Q4 2018 | Q1 2019 | 2 |
| Sterling Manor Financial, LLC | 1 | 1 | 2.68% | 3.51% | 4.34% | Q3 2021 | Q2 2023 | 2 |
| Apeiron RIA LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
| Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
| MGO Private Wealth, LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q3 2022 | Q4 2022 | 2 |
| Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
| J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.23% | 0.44% | Q4 2020 | Q3 2021 | 2 |
| Gladstone Institutional Advisory LLC | 2 | 2 | 0.22% | 0.29% | 0.36% | Q1 2020 | Q2 2020 | 2 |
| Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
| Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
| Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
| Well Done, LLC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q4 2018 | 2 |
| Prosperity Financial Group, Inc. | 2 | 2 | 3.64% | 3.91% | 4.17% | Q1 2023 | Q2 2023 | 2 |
| WCG Wealth Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
| LexAurum Advisors, LLC | 1 | 1 | 0.23% | 0.53% | 0.83% | Q4 2018 | Q4 2019 | 2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
| Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
| WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q3 2018 | Q2 2021 | 2 |
| Capital Planning Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2019 | 2 |
| Winch Advisory Services, LLC | 2 | 2 | 1.99% | 2.04% | 2.09% | Q4 2018 | Q1 2019 | 2 |
| Cypress Wealth Services, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
| Kraft, Davis & Associates, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
| Richard W. Paul & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
| SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
| CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
| Kessler Investment Group, LLC | 2 | 2 | 0.02% | 0.24% | 0.47% | Q2 2013 | Q3 2013 | 2 |
| Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
| DRW Securities, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
| B. Riley Financial, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
| CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
| Oak Grove Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
| Pekin Hardy Strauss, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2014 | Q4 2014 | 1 |
| Harvest Investment Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
| Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2020 | Q2 2020 | 1 |
| Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Columbia Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
| PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Strid Group, LLC | 1 | 1 | 6.65% | 6.65% | 6.65% | Q4 2015 | Q4 2015 | 1 |
| TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| Fernwood Investment Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q4 2013 | 1 |
| DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
| Premia Global Advisors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
| U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Claybrook Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
| TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
| Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
| Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
| Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
| Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
| Verdence Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
| Chicago Partners Investment Group LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
| Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
| Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
| Ground Swell Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
| RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
| Diversified, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
| Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
| Syntal Capital Partners, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
| HBW ADVISORY SERVICES LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
| Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| HFG Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
| SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
| SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| Leelyn Smith, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
| Triumph Capital Management | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
| GeoWealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2020 | Q1 2020 | 1 |
| Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
| Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Camarda Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
| FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
| Bogart Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
| Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
| Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| Moab Capital Partners | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2019 | Q1 2019 | 1 |
| COLUMBIA CAPITAL LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2014 | Q4 2014 | 1 |
| Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
| Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
| TRUE Private Wealth Advisors | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2015 | Q4 2015 | 1 |
| Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
| Mach-1 Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
| NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| 9258 Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
| Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Argent Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
| PFG Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| Rockbridge Investment Management, LCC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
| FundX Investment Group, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2018 | Q4 2018 | 1 |
| EP Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
| TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
| Outlook Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
| 55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
| Marks Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
| WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
| HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
| Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
| CWA Asset Management Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
| FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
| Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| Gruss & Co., LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2014 | Q1 2014 | 1 |
| Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| Parkside Financial Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
| QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
| Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
| Quantinno Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
| Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
| Squar Milner Financial Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2018 | Q1 2018 | 1 |
| Waterloo Capital, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
| Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
| Capital Square, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
| Parallel Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
| North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
| Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
| MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
| Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
| Bank OZK | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
| Blue Sky Asset Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own FIRST TR EXCHANGE TRADED FD or have owned FIRST TR EXCHANGE TRADED FD in the past.