• OEF shareholders
• Shareholder history

Current and past ISHARES TR shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	41	41	0.00%	0.00%	0.01%	Q2 2013	Q2 2023	113
CITIGROUP INC	42	42	0.00%	0.01%	0.09%	Q2 2013	Q3 2023	100
Cutler Group LLC / CA	32	32	0.00%	0.00%	0.02%	Q4 2015	Q3 2023	75
WOLVERINE TRADING, LLC	30	30	0.00%	0.00%	0.02%	Q2 2016	Q3 2023	68
JANE STREET GROUP, LLC	19	1	0.00%	0.03%	0.26%	Q1 2014	Q3 2023	63
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.07%	0.16%	Q2 2013	Q3 2023	62
HUNTINGTON NATIONAL BANK	59	59	0.01%	0.05%	0.11%	Q1 2009	Q3 2023	61
Citadel Advisors	14	7	0.00%	0.00%	0.03%	Q1 2014	Q3 2023	52
HSBC HOLDINGS PLC	41	5	0.00%	0.00%	0.01%	Q1 2012	Q3 2023	46
GOLDMAN SACHS GROUP INC	42	4	0.01%	0.03%	0.11%	Q1 2012	Q3 2023	46
Veritable, L.P.	43	43	0.12%	0.21%	1.54%	Q4 2012	Q2 2023	45
BARCLAYS PLC	28	10	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	45
US BANCORP \DE\	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	44
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.01%	0.10%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.03%	0.07%	Q4 2012	Q3 2023	44
East Coast Asset Management, LLC.	44	44	0.10%	0.31%	0.70%	Q4 2012	Q3 2023	44
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	44
BROWN BROTHERS HARRIMAN & CO	43	43	0.04%	0.07%	0.11%	Q1 2013	Q3 2023	43
CARRET ASSET MANAGEMENT, LLC	43	43	0.58%	0.72%	0.88%	Q1 2013	Q3 2023	43
BROWN ADVISORY INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.01%	0.02%	0.08%	Q1 2013	Q3 2023	43
SYNOVUS FINANCIAL CORP	42	42	0.01%	0.01%	0.08%	Q2 2013	Q3 2023	42
EVERGREEN CAPITAL MANAGEMENT LLC	42	42	0.03%	0.23%	0.70%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.03%	0.56%	2.38%	Q2 2013	Q3 2023	42
ADIRONDACK TRUST CO	42	42	0.50%	0.77%	1.30%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.05%	0.07%	0.08%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.01%	0.27%	0.52%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
Sand Hill Global Advisors, LLC	42	42	0.04%	2.30%	7.31%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.53%	0.76%	1.07%	Q2 2013	Q3 2023	42
Segment Wealth Management, LLC	42	42	0.75%	1.33%	2.96%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.06%	0.17%	0.34%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.20%	0.34%	0.57%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.01%	0.04%	0.21%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	42
CULBERTSON A N & CO INC	42	42	0.31%	0.53%	0.86%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.01%	0.02%	0.09%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.81%	1.32%	1.92%	Q2 2013	Q3 2023	42
M&T BANK CORP	37	37	0.00%	0.71%	26.38%	Q3 2014	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.02%	0.07%	0.40%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.00%	0.51%	1.97%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.05%	0.14%	0.22%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.04%	0.72%	1.93%	Q2 2013	Q3 2023	42
Waverly Advisors, LLC	42	42	0.03%	0.10%	0.19%	Q2 2013	Q3 2023	42
Timber Creek Capital Management LLC	42	42	0.03%	0.07%	0.13%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.03%	0.07%	0.12%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.02%	0.23%	0.76%	Q2 2013	Q3 2023	42
SOL Capital Management CO	42	42	0.12%	0.27%	0.54%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.02%	0.05%	0.17%	Q2 2013	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.26%	0.50%	1.91%	Q2 2013	Q3 2023	42
SIGNATUREFD, LLC	42	42	0.95%	4.30%	30.36%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.05%	0.06%	0.08%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.06%	0.10%	0.15%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.01%	0.08%	0.73%	Q2 2013	Q3 2023	42
BLB&B Advisors, LLC	42	42	0.06%	0.19%	0.51%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.03%	0.04%	0.07%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.10%	0.23%	0.47%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.01%	0.05%	0.36%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	41	41	0.04%	0.20%	0.56%	Q3 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.02%	0.19%	1.50%	Q3 2013	Q3 2023	41
NEW ENGLAND ASSET MANAGEMENT INC	41	41	0.04%	0.08%	0.58%	Q2 2013	Q2 2023	41
Janney Montgomery Scott LLC	41	41	0.01%	0.03%	0.08%	Q3 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	41
Asset Management Group, Inc.	41	41	0.10%	0.11%	0.14%	Q3 2013	Q3 2023	41
Wharton Business Group, LLC	33	8	0.31%	2.62%	27.79%	Q2 2013	Q3 2023	41
Private Ocean, LLC	40	40	0.07%	0.13%	0.27%	Q4 2013	Q3 2023	40
Oakworth Capital, Inc.	40	40	4.51%	7.99%	12.54%	Q4 2013	Q3 2023	40
BANQUE PICTET & CIE SA	40	40	0.01%	0.82%	2.56%	Q4 2013	Q3 2023	40
Curbstone Financial Management Corp	40	40	0.16%	0.21%	0.31%	Q1 2014	Q4 2023	40
GLENMEDE TRUST CO NA	20	20	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.01%	0.04%	0.06%	Q4 2013	Q3 2023	40
NAPLES GLOBAL ADVISORS, LLC	40	40	0.07%	0.15%	0.28%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.49%	0.84%	1.22%	Q4 2013	Q3 2023	40
Brinker Capital Investments, LLC	39	39	0.02%	0.91%	2.74%	Q2 2013	Q4 2022	39
Hollow Brook Wealth Management LLC	32	7	0.07%	0.23%	0.78%	Q2 2013	Q3 2023	39
WEBSTER BANK, N. A.	39	39	0.08%	0.28%	2.04%	Q1 2014	Q3 2023	39
CAPTRUST FINANCIAL ADVISORS	26	2	0.01%	0.03%	0.12%	Q2 2013	Q3 2023	39
HOLLENCREST CAPITAL MANAGEMENT	30	9	0.08%	0.35%	0.52%	Q4 2013	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.01%	0.02%	0.03%	Q2 2013	Q4 2022	39
SHEETS SMITH WEALTH MANAGEMENT	38	38	0.06%	0.07%	0.09%	Q2 2014	Q3 2023	38
North Star Investment Management Corp.	21	17	0.01%	0.01%	0.01%	Q1 2014	Q3 2023	38
BENJAMIN F. EDWARDS & COMPANY, INC.	27	11	0.00%	0.01%	0.03%	Q1 2014	Q3 2023	38
JFS WEALTH ADVISORS, LLC	38	38	0.00%	0.06%	0.33%	Q2 2014	Q3 2023	38
UBS Group AG	36	36	0.00%	0.05%	0.10%	Q4 2014	Q3 2023	38
Portland Global Advisors LLC	38	38	0.07%	0.10%	0.12%	Q2 2014	Q3 2023	38
Bank of New York Mellon Corp	38	38	0.00%	0.01%	0.04%	Q2 2014	Q3 2023	38
Parallax Volatility Advisers, L.P.	23	23	0.00%	0.00%	0.00%	Q4 2013	Q2 2019	37
STIFEL FINANCIAL CORP	32	5	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	37
Pictet North America Advisors SA	37	37	0.08%	9.17%	26.80%	Q4 2013	Q4 2022	37
ICONIQ Capital, LLC	37	37	0.00%	0.03%	0.07%	Q3 2014	Q3 2023	37
Litman Gregory Wealth Management LLC	29	2	0.05%	0.60%	4.11%	Q2 2013	Q3 2023	37
Lowe Wealth Advisors, LLC	37	37	0.02%	0.11%	0.22%	Q4 2014	Q4 2023	37
WHITTIER TRUST CO OF NEVADA INC	36	36	0.12%	0.17%	0.22%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.02%	0.04%	0.07%	Q4 2014	Q3 2023	36
HM PAYSON & CO	36	36	0.01%	0.15%	0.34%	Q4 2014	Q3 2023	36
KINGS POINT CAPITAL MANAGEMENT	36	36	0.01%	0.01%	0.02%	Q2 2013	Q1 2022	36
Canal Capital Management, LLC	36	36	1.22%	2.36%	5.01%	Q4 2014	Q3 2023	36
Meristem Family Wealth, LLC	36	36	12.70%	31.34%	45.25%	Q2 2013	Q1 2022	36
Prospera Financial Services Inc	27	3	0.03%	0.09%	0.39%	Q2 2013	Q3 2023	36
OGOREK ANTHONY JOSEPH /NY/ /ADV	36	36	0.00%	0.64%	5.77%	Q4 2014	Q3 2023	36
HOURGLASS CAPITAL, LLC	36	36	0.08%	0.15%	0.24%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.10%	0.17%	0.28%	Q4 2014	Q3 2023	36
GFS Advisors, LLC	36	36	0.02%	0.52%	1.13%	Q2 2013	Q1 2022	36
Roble, Belko & Company, Inc	35	35	1.39%	2.15%	3.24%	Q1 2015	Q3 2023	35
ADVISOR PARTNERS LLC	30	5	0.02%	0.09%	0.25%	Q2 2013	Q2 2022	35
Sigma Planning Corp	35	35	0.02%	0.07%	1.03%	Q1 2015	Q3 2023	35
Raymond James Financial Services Advisors, Inc.	34	1	0.02%	0.05%	0.11%	Q2 2013	Q3 2023	35
CREDIT SUISSE AG/	17	4	0.00%	0.01%	0.03%	Q1 2013	Q4 2022	35
BAILARD, INC.	31	4	0.14%	0.21%	0.36%	Q4 2014	Q3 2023	35
VICUS CAPITAL	19	2	0.05%	1.08%	8.09%	Q2 2013	Q3 2023	35
Linscomb & Williams, Inc.	33	1	0.03%	0.03%	0.04%	Q1 2014	Q4 2022	34
TWO SIGMA INVESTMENTS, LP	11	1	0.00%	0.02%	0.06%	Q3 2013	Q3 2023	34
SIGNET FINANCIAL MANAGEMENT, LLC	25	9	0.08%	0.15%	0.51%	Q1 2015	Q3 2023	34
ASSETMARK, INC	32	2	0.00%	0.02%	0.33%	Q2 2014	Q3 2023	34
Evercore Wealth Management, LLC	22	1	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	34
Cannell & Co.	30	4	0.01%	0.01%	0.02%	Q3 2014	Q3 2023	34
Relative Value Partners Group, LLC	34	34	5.33%	6.65%	9.18%	Q2 2015	Q3 2023	34
MML INVESTORS SERVICES, LLC	34	34	0.02%	3.50%	28.21%	Q2 2015	Q3 2023	34
BlackRock Inc.	32	1	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	33
Sequent Asset Management, LLC	20	13	0.15%	2.68%	7.66%	Q2 2013	Q3 2023	33
SCHRODER INVESTMENT MANAGEMENT GROUP	32	32	0.00%	0.00%	0.01%	Q3 2013	Q2 2021	32
Oliver Luxxe Assets LLC	32	32	0.19%	0.81%	2.16%	Q4 2015	Q3 2023	32
SCS Capital Management LLC	32	32	0.06%	2.71%	7.95%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.00%	0.00%	0.01%	Q1 2016	Q4 2023	32
HOWE & RUSLING INC	32	32	0.20%	0.78%	3.91%	Q4 2015	Q3 2023	32
DIXON HUBARD FEINOUR & BROWN INC/VA	32	32	0.03%	0.10%	0.15%	Q3 2014	Q2 2022	32
WHITTIER TRUST CO	25	7	0.01%	0.02%	0.07%	Q2 2015	Q3 2023	32
Sandy Spring Bank	31	31	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	31
Tortoise Investment Management, LLC	31	31	0.16%	0.23%	0.31%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.00%	0.21%	0.78%	Q4 2015	Q3 2023	31
Advisory Services Network, LLC	27	4	0.06%	0.11%	0.24%	Q4 2015	Q3 2023	31
Tower Research Capital LLC (TRC)	6	1	0.00%	0.20%	1.98%	Q2 2013	Q3 2023	31
Hudock, Inc.	31	31	0.01%	0.02%	0.03%	Q1 2015	Q3 2022	31
Financial Architects, Inc	18	2	0.03%	0.05%	0.11%	Q2 2013	Q1 2022	31
MILLENNIUM MANAGEMENT LLC	20	1	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	30
NWAM LLC	17	12	0.01%	0.18%	0.37%	Q2 2016	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.51%	0.73%	0.90%	Q2 2013	Q3 2020	30
Darwin Wealth Management, LLC	30	30	0.54%	2.59%	6.87%	Q2 2016	Q3 2023	30
First Allied Advisory Services, Inc.	29	29	0.02%	0.08%	0.33%	Q3 2013	Q3 2020	29
Barnett & Company, Inc.	20	9	0.00%	0.20%	0.36%	Q2 2013	Q4 2021	29
FIDUCIARY TRUST INTERNATIONAL LLC	29	29	0.18%	0.32%	0.91%	Q2 2013	Q2 2020	29
InterOcean Capital, LLC	29	29	0.09%	0.35%	0.60%	Q2 2013	Q2 2020	29
Fisher Asset Management, LLC	29	29	0.00%	0.00%	0.02%	Q3 2016	Q3 2023	29
Covenant Multifamily Offices, LLC	24	5	0.81%	7.40%	25.29%	Q4 2013	Q3 2021	29
NATIXIS ADVISORS, L.P.	25	1	0.00%	0.02%	0.03%	Q2 2014	Q3 2023	29
PEOPLES FINANCIAL SERVICES CORP.	27	1	0.00%	0.00%	0.02%	Q3 2016	Q3 2023	28
OPPENHEIMER & CO INC	27	1	0.01%	0.02%	0.06%	Q1 2014	Q2 2021	28
BLAIR WILLIAM & CO/IL	23	5	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	28
BRIGHTON JONES LLC	27	1	0.03%	0.07%	0.12%	Q3 2016	Q3 2023	28
Karp Capital Management Corp	26	2	0.02%	1.49%	2.54%	Q4 2014	Q3 2022	28
BOYS ARNOLD & CO INC	28	28	0.22%	0.25%	0.41%	Q2 2013	Q1 2020	28
Berkshire Money Management, Inc.	24	4	0.28%	2.91%	5.02%	Q3 2014	Q3 2022	28
Parallel Advisors, LLC	28	28	0.07%	0.14%	0.36%	Q4 2016	Q3 2023	28
Cerity Partners LLC	27	27	0.01%	0.41%	7.86%	Q1 2017	Q3 2023	27
Mariner, LLC	27	27	0.01%	0.15%	0.44%	Q1 2017	Q3 2023	27
PEOPLES BANK /OH	19	1	0.11%	0.16%	0.22%	Q4 2015	Q3 2023	27
Ironwood Financial, llc	23	4	0.00%	0.02%	0.05%	Q4 2014	Q3 2021	27
S. R. Schill & Associates	27	27	0.14%	0.18%	0.28%	Q1 2015	Q3 2021	27
Asset Dedication, LLC	22	5	0.01%	0.03%	0.06%	Q4 2016	Q3 2023	27
LGL PARTNERS, LLC	20	7	0.31%	2.52%	3.68%	Q4 2015	Q3 2022	27
Gradient Investments LLC	19	4	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.03%	0.14%	1.26%	Q2 2013	Q4 2019	27
Atria Investments, Inc	12	3	0.01%	0.12%	0.44%	Q3 2013	Q1 2023	26
TWO SIGMA SECURITIES, LLC	19	1	0.00%	0.09%	0.67%	Q4 2016	Q3 2023	26
Aspen Investment Management Inc	19	2	0.13%	0.17%	0.21%	Q2 2014	Q3 2023	26
EXCALIBUR MANAGEMENT CORP	22	4	0.16%	0.28%	0.37%	Q2 2013	Q4 2019	26
Cetera Investment Advisers	16	10	0.01%	0.11%	0.58%	Q4 2015	Q3 2023	26
CONCENTRIC WEALTH MANAGEMENT, LLC	26	26	0.21%	0.26%	0.33%	Q2 2017	Q3 2023	26
DOWLING & YAHNKE LLC	26	26	0.07%	0.11%	0.12%	Q2 2016	Q3 2022	26
Kohmann Bosshard Financial Services, LLC	25	1	0.06%	0.07%	0.12%	Q1 2017	Q3 2023	26
THOMAS STORY & SON LLC	26	26	0.12%	0.14%	0.19%	Q1 2017	Q2 2023	26
GenWealth Group, Inc.	26	26	1.45%	3.10%	5.29%	Q2 2017	Q3 2023	26
AXA S.A.	26	26	0.01%	0.03%	0.03%	Q2 2013	Q3 2019	26
RWA WEALTH PARTNERS, LLC	18	8	0.01%	0.04%	0.34%	Q4 2016	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.01%	0.05%	0.26%	Q2 2017	Q3 2023	26
Jackson Wealth Management, LLC	17	2	0.29%	1.25%	3.74%	Q4 2015	Q3 2023	26
Patriot Financial Group Insurance Agency, LLC	26	26	0.00%	0.04%	0.10%	Q2 2017	Q3 2023	26
DEUTSCHE BANK AG\	20	6	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	26
LeJeune Puetz Investment Counsel LLC	26	26	0.42%	0.72%	1.40%	Q4 2016	Q1 2023	26
OLD NATIONAL BANCORP /IN/	25	25	0.05%	0.38%	1.94%	Q3 2017	Q3 2023	25
FLPUTNAM INVESTMENT MANAGEMENT CO	15	10	0.01%	0.03%	0.12%	Q2 2013	Q3 2023	25
Svenska Handelsbanken AB (publ)	25	25	0.18%	2.83%	9.34%	Q4 2015	Q4 2021	25
Country Club Trust Company, n.a.	25	25	0.09%	0.74%	1.50%	Q4 2015	Q4 2021	25
Regal Investment Advisors LLC	13	1	0.06%	0.13%	0.34%	Q4 2016	Q3 2023	25
CLIFFORD SWAN INVESTMENT COUNSEL LLC	25	25	0.01%	0.02%	0.02%	Q1 2014	Q1 2020	25
TWO SIGMA ADVISERS, LP	11	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	24
MCF Advisors LLC	12	5	0.00%	0.04%	0.36%	Q2 2012	Q3 2023	24
PARSONS CAPITAL MANAGEMENT INC/RI	24	24	0.04%	0.05%	0.08%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.01%	0.02%	0.07%	Q4 2017	Q3 2023	24
Financial Partners Group, Inc	24	24	0.28%	0.85%	5.44%	Q4 2017	Q3 2023	24
Paulson Wealth Management Inc.	24	24	0.16%	0.26%	0.34%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.05%	0.13%	0.43%	Q4 2017	Q3 2023	24
Seneca House Advisors	24	24	0.13%	0.43%	0.72%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.23%	0.77%	Q4 2017	Q3 2023	24
COMERICA BANK	18	1	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
CWM, LLC	11	1	0.00%	0.02%	0.22%	Q3 2013	Q3 2023	24
STEEL GROVE CAPITAL ADVISORS, LLC	14	1	0.03%	0.06%	0.12%	Q2 2013	Q3 2023	24
NVWM, LLC	24	24	0.00%	0.22%	0.58%	Q4 2017	Q3 2023	24
Allworth Financial LP	16	7	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	23
LEAVELL INVESTMENT MANAGEMENT, INC.	19	1	0.02%	0.03%	0.04%	Q2 2010	Q3 2023	23
Allen Investment Management, LLC	23	23	0.02%	0.02%	0.03%	Q1 2018	Q3 2023	23
Financial Advocates Investment Management	21	2	0.02%	0.07%	0.20%	Q4 2017	Q3 2023	23
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	6	0.03%	0.09%	0.16%	Q2 2013	Q2 2021	23
Fiduciary Trust Co International of Pennsylvania	17	2	0.08%	0.33%	5.12%	Q2 2013	Q1 2020	23
Patriot Wealth Management, Inc.	23	23	3.94%	4.76%	5.63%	Q2 2013	Q4 2018	23
Measured Wealth Private Client Group, LLC	22	1	1.23%	2.89%	8.54%	Q3 2017	Q3 2023	23
Benchmark Capital Advisors	23	23	0.24%	0.49%	0.90%	Q2 2013	Q4 2018	23
BNP PARIBAS FINANCIAL MARKETS	8	1	0.00%	0.03%	0.14%	Q3 2013	Q2 2023	23
SCHNIEDERS CAPITAL MANAGEMENT LLC	23	23	0.08%	0.10%	0.11%	Q1 2018	Q3 2023	23
Willis Investment Counsel	11	1	0.02%	0.02%	0.07%	Q3 2017	Q3 2023	23
Colonial Trust Advisors	9	3	0.02%	0.06%	0.12%	Q2 2013	Q3 2023	23
BDO Wealth Advisors, LLC	22	1	0.01%	0.03%	0.12%	Q2 2017	Q2 2023	23
PATHSTONE FAMILY OFFICE, LLC	20	2	0.01%	0.10%	0.25%	Q1 2017	Q3 2023	22
VISTA INVESTMENT MANAGEMENT	22	22	0.11%	0.25%	0.34%	Q2 2018	Q3 2023	22
USA FINANCIAL FORMULAS	20	2	0.00%	0.26%	0.72%	Q4 2017	Q3 2023	22
Round Table Services, LLC	18	4	0.04%	2.93%	5.81%	Q2 2013	Q1 2022	22
SUNTRUST BANKS INC	15	7	0.00%	0.01%	0.03%	Q2 2013	Q3 2019	22
Glenview Trust Co	14	1	0.01%	0.01%	0.04%	Q4 2009	Q3 2023	22
BESSEMER GROUP INC	11	5	0.00%	0.00%	0.00%	Q2 2014	Q3 2023	21
VERITY Wealth Advisors	21	21	0.48%	0.59%	0.70%	Q4 2018	Q4 2023	21
People's United Financial, Inc.	17	4	0.00%	0.00%	0.01%	Q2 2013	Q3 2021	21
FOSTER DYKEMA CABOT & CO INC/MA	18	3	0.01%	0.07%	0.09%	Q3 2015	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.00%	0.01%	Q3 2018	Q3 2023	21
Geneos Wealth Management Inc.	20	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	21
Bellecapital International Ltd.	21	21	0.10%	0.25%	0.41%	Q3 2018	Q3 2023	21
PARAMETRIC PORTFOLIO ASSOCIATES LLC	21	21	0.00%	0.00%	0.00%	Q1 2017	Q1 2022	21
QUEST INVESTMENT MANAGEMENT LLC	21	21	0.18%	0.65%	1.48%	Q3 2018	Q3 2023	21
Steward Partners Investment Advisory, LLC	21	21	0.28%	0.33%	0.36%	Q3 2018	Q3 2023	21
American Portfolios Advisors	20	20	0.00%	0.01%	0.08%	Q4 2017	Q3 2022	20
Hemenway Trust Co LLC	20	20	0.03%	0.11%	0.20%	Q1 2015	Q4 2019	20
Avior Wealth Management, LLC	20	20	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	20
Geller Advisors LLC	15	5	0.78%	2.69%	4.49%	Q2 2013	Q3 2023	20
COMMERCE BANK	20	20	0.02%	0.02%	0.03%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.31%	0.54%	0.86%	Q4 2013	Q3 2018	20
ACCESS FINANCIAL SERVICES, INC.	20	20	0.89%	1.30%	2.23%	Q4 2018	Q3 2023	20
FORVIS Wealth Advisors, LLC	20	20	0.03%	0.08%	0.20%	Q4 2018	Q3 2023	20
TFG Advisers LLC	20	20	0.63%	0.77%	0.97%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.06%	0.07%	0.09%	Q2 2016	Q1 2021	20
King Wealth Management Group	14	1	0.06%	0.06%	0.07%	Q4 2017	Q3 2023	20
KING LUTHER CAPITAL MANAGEMENT CORP	16	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	20
CIBC Private Wealth Group, LLC	10	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	20
SENTRY INVESTMENT MANAGEMENT LLC	15	2	0.00%	0.02%	0.06%	Q4 2014	Q3 2020	20
GRIMES & COMPANY, INC.	20	20	0.02%	0.09%	0.85%	Q4 2018	Q3 2023	20
DARRELL & KING LLC	16	4	0.04%	0.26%	0.60%	Q4 2015	Q4 2020	20
Checchi Capital Advisers, LLC	20	20	0.03%	0.06%	0.07%	Q4 2018	Q3 2023	20
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	20	20	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	20
Capital Investment Advisory Services, LLC	20	20	0.00%	0.02%	0.03%	Q4 2018	Q3 2023	20
Old Port Advisors	18	1	0.10%	0.12%	0.16%	Q2 2018	Q3 2023	20
Claro Advisors LLC	20	20	0.09%	0.16%	0.23%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.04%	0.05%	0.07%	Q4 2018	Q3 2023	20
NEVILLE RODIE & SHAW INC	20	20	0.03%	0.03%	0.04%	Q4 2013	Q3 2018	20
B. Riley Wealth Advisors, Inc.	17	1	0.00%	0.09%	0.19%	Q2 2014	Q3 2023	20
Concorde Asset Management, LLC	14	1	0.21%	0.47%	1.06%	Q3 2015	Q3 2020	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
BBR PARTNERS, LLC	13	6	0.09%	0.21%	0.35%	Q3 2018	Q3 2023	19
TSFG, LLC	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
NewEdge Advisors, LLC	13	6	0.02%	0.04%	0.11%	Q4 2018	Q3 2023	19
Weaver Consulting Group	19	19	0.12%	0.23%	0.26%	Q1 2019	Q3 2023	19
BINGHAM OSBORN & SCARBOROUGH LLC	19	19	0.03%	0.03%	0.04%	Q1 2017	Q3 2021	19
DUBUQUE BANK & TRUST CO	12	2	0.00%	0.08%	0.48%	Q2 2013	Q2 2021	19
GOULD ASSET MANAGEMENT LLC /CA/	14	1	0.07%	0.08%	0.10%	Q3 2018	Q3 2023	19
Dakota Wealth Management	19	19	0.28%	0.84%	1.52%	Q1 2019	Q3 2023	19
Black Swift Group, LLC	15	4	0.63%	1.55%	5.37%	Q4 2018	Q3 2023	19
Lenox Wealth Management, Inc.	19	19	0.00%	0.02%	0.17%	Q4 2015	Q2 2020	19
FIDUCIARY TRUST CO	16	3	0.01%	0.02%	0.02%	Q1 2016	Q1 2021	19
AVANTAX ADVISORY SERVICES, INC.	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
Perigon Wealth Management, LLC	8	4	0.01%	0.03%	0.09%	Q2 2016	Q3 2023	19
Integrated Wealth Concepts LLC	19	19	0.03%	0.16%	0.33%	Q1 2019	Q3 2023	19
Lantz Financial LLC	19	19	0.16%	0.18%	0.22%	Q1 2019	Q3 2023	19
NEXT Financial Group, Inc	11	1	0.00%	0.07%	0.12%	Q3 2014	Q4 2021	19
Rockefeller Capital Management L.P.	19	19	0.01%	0.01%	0.03%	Q1 2019	Q3 2023	19
SG Americas Securities, LLC	12	3	0.00%	0.02%	0.20%	Q2 2013	Q4 2018	19
Matthew Goff Investment Advisor, LLC	14	5	0.10%	0.31%	2.48%	Q3 2017	Q3 2023	19
McGuire Investment Group, LLC	19	19	0.07%	0.09%	0.12%	Q3 2018	Q1 2023	19
SUMMIT FINANCIAL GROUP, INC.	18	18	0.23%	0.27%	0.48%	Q2 2019	Q3 2023	18
DAVIDSON & GARRARD INC	18	18	0.07%	0.12%	0.33%	Q2 2013	Q3 2017	18
AE Wealth Management LLC	9	1	0.00%	0.05%	0.49%	Q4 2017	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.01%	0.04%	0.10%	Q2 2013	Q3 2017	18
Neuberger Berman Group LLC	13	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	18
Ancora Advisors LLC	16	1	0.00%	0.03%	0.05%	Q4 2016	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.03%	0.07%	Q2 2019	Q3 2023	18
Bray Capital Advisors	16	2	0.01%	0.01%	0.01%	Q2 2015	Q4 2021	18
PROVIDA PENSION FUND ADMINISTRATOR	8	1	0.12%	0.46%	1.18%	Q4 2013	Q4 2019	18
SIMON QUICK ADVISORS, LLC	7	4	0.02%	0.09%	0.23%	Q4 2016	Q3 2023	18
Robertson Stephens Wealth Management, LLC	18	18	0.06%	0.20%	0.47%	Q2 2019	Q3 2023	18
Exchange Capital Management, Inc.	10	8	0.01%	0.11%	0.45%	Q2 2013	Q3 2018	18
Dynamic Advisor Solutions LLC	18	18	0.02%	0.06%	0.14%	Q2 2019	Q3 2023	18
WFG Advisors, LP	17	17	0.01%	0.03%	0.06%	Q2 2013	Q2 2017	17
FLOW TRADERS U.S. LLC	7	1	0.02%	0.11%	0.36%	Q4 2016	Q3 2023	17
BKS ADVISORS, LLC	17	17	0.23%	0.28%	0.40%	Q1 2015	Q1 2019	17
Archer Investment Corp	9	8	0.01%	0.01%	0.03%	Q2 2019	Q3 2023	17
NORRIS PERNE & FRENCH LLP/MI	17	17	0.10%	0.36%	0.94%	Q1 2014	Q1 2018	17
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13	4	0.02%	0.06%	0.24%	Q2 2019	Q3 2023	17
EVOKE WEALTH, LLC	17	17	2.97%	6.45%	33.65%	Q3 2019	Q3 2023	17
Walleye Trading LLC	4	1	0.00%	0.00%	0.00%	Q4 2013	Q1 2023	17
TRUIST FINANCIAL CORP	16	1	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	17
Creegan & Nassoura Financial Group, LLC	16	16	1.56%	1.88%	2.11%	Q4 2019	Q3 2023	16
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10	1	0.05%	0.41%	1.10%	Q2 2015	Q3 2021	16
Heritage Wealth Advisors	16	16	0.09%	0.25%	0.52%	Q4 2019	Q3 2023	16
Oldfather Financial Services, LLC	16	16	0.18%	0.26%	0.36%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	0.10%	0.16%	0.25%	Q4 2019	Q3 2023	16
Mission Creek Capital Partners, Inc.	16	16	0.17%	0.34%	0.48%	Q4 2019	Q3 2023	16
Homrich & Berg	16	16	0.12%	0.19%	0.28%	Q4 2017	Q3 2021	16
Plancorp, LLC	16	16	0.03%	0.08%	0.16%	Q4 2019	Q3 2023	16
Virtu KCG Holdings LLC	16	16	0.00%	0.01%	0.02%	Q3 2013	Q2 2017	16
Sugarloaf Wealth Management, LLC	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
SIMPLEX TRADING, LLC	6	1	0.00%	0.01%	0.03%	Q4 2014	Q3 2023	16
Aptus Capital Advisors, LLC	9	1	0.00%	0.02%	0.08%	Q2 2019	Q3 2023	16
OLD SECOND NATIONAL BANK OF AURORA	16	16	0.06%	0.06%	0.07%	Q4 2014	Q3 2018	16
HighMark Wealth Management LLC	16	16	0.21%	0.26%	0.30%	Q4 2019	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.51%	0.69%	0.84%	Q4 2019	Q3 2023	16
IHT Wealth Management, LLC	6	5	0.00%	0.02%	0.03%	Q4 2016	Q3 2023	16
IEQ CAPITAL, LLC	16	16	3.14%	5.25%	8.97%	Q4 2019	Q3 2023	16
MYCIO WEALTH PARTNERS, LLC	12	1	0.00%	0.01%	0.01%	Q2 2013	Q4 2019	16
Fiera Capital Corp	16	16	0.00%	0.01%	0.02%	Q4 2013	Q3 2017	16
Altus Wealth Management, LLC	16	16	6.34%	12.57%	15.53%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.05%	0.18%	0.26%	Q4 2019	Q3 2023	16
AVIANCE CAPITAL MANAGEMENT, LLC	15	1	0.02%	0.10%	0.18%	Q1 2015	Q1 2019	16
SkyOak Wealth, LLC	16	16	0.13%	0.17%	0.30%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
Chronos Wealth Management, LLC	16	16	0.15%	0.26%	0.52%	Q4 2019	Q3 2023	16
Cedar Mountain Advisors, LLC	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Baird Financial Group, Inc.	7	1	0.00%	0.00%	0.04%	Q2 2015	Q3 2023	16
Certified Advisory Corp	11	5	0.05%	0.10%	0.24%	Q4 2017	Q1 2022	16
PBMares Wealth Management LLC	16	16	0.24%	0.49%	1.02%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	0.30%	0.55%	0.77%	Q4 2019	Q3 2023	16
ALLIANCEBERNSTEIN L.P.	15	15	0.00%	0.00%	0.00%	Q4 2016	Q2 2020	15
Pinnacle Wealth Management Advisory Group, LLC	10	5	0.05%	0.12%	0.25%	Q4 2018	Q3 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	2.57%	3.55%	5.78%	Q4 2019	Q3 2023	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.16%	0.29%	0.40%	Q1 2017	Q3 2020	15
Texas Capital Bank Wealth Management Services Inc	15	15	0.02%	0.08%	0.16%	Q1 2020	Q3 2023	15
Apella Capital, LLC	12	3	0.02%	0.15%	0.33%	Q1 2020	Q4 2023	15
Cedar Wealth Management, LLC	15	15	0.36%	0.48%	0.56%	Q1 2020	Q3 2023	15
TD Capital Management LLC	15	15	0.01%	0.01%	0.01%	Q2 2013	Q4 2016	15
LINCOLN NATIONAL CORP	15	15	0.01%	0.09%	0.29%	Q1 2020	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	0.11%	0.11%	0.12%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.03%	0.09%	0.34%	Q2 2016	Q4 2019	15
MSI Financial Services Inc	15	15	0.03%	0.21%	0.56%	Q2 2013	Q4 2016	15
Beacon Pointe Advisors, LLC	15	15	0.01%	0.04%	0.09%	Q1 2020	Q3 2023	15
Vivaldi Capital Management LP	15	15	0.19%	0.24%	0.46%	Q1 2020	Q3 2023	15
ISLAY CAPITAL MANAGEMENT, LLC	15	15	0.01%	0.05%	0.06%	Q1 2020	Q3 2023	15
Silicon Hills Wealth Management, LLC	15	15	0.16%	0.30%	0.40%	Q4 2019	Q2 2023	15
HHM Wealth Advisors, LLC	15	15	0.02%	0.03%	0.04%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.03%	0.05%	0.07%	Q1 2020	Q3 2023	15
Argent Trust Co	14	1	0.02%	0.03%	0.13%	Q4 2019	Q3 2023	15
Leonetti & Associates, LLC	15	15	0.79%	1.16%	1.45%	Q2 2013	Q4 2016	15
FIRST MANHATTAN CO. LLC.	11	4	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	15
Beaumont Asset Management, L.L.C.	15	15	0.90%	1.20%	1.59%	Q1 2020	Q3 2023	15
Aviance Capital Partners, LLC	15	15	0.37%	0.46%	0.52%	Q1 2020	Q3 2023	15
PIN OAK INVESTMENT ADVISORS INC	15	15	0.02%	0.04%	0.19%	Q1 2020	Q3 2023	15
Salomon & Ludwin, LLC	15	15	0.04%	0.06%	0.07%	Q1 2020	Q3 2023	15
Ameritas Investment Partners, Inc.	15	15	0.00%	0.00%	0.01%	Q1 2016	Q3 2019	15
FRANKLIN RESOURCES INC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
Wealthspire Advisors, L.P.	14	14	0.00%	0.00%	0.01%	Q4 2015	Q1 2019	14
Baystate Wealth Management LLC	14	14	0.00%	0.00%	0.03%	Q2 2020	Q3 2023	14
WASHINGTON TRUST Co	13	1	0.00%	0.00%	0.01%	Q2 2018	Q1 2023	14
McIlrath & Eck, LLC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
Abbrea Capital, LLC	14	14	3.12%	3.46%	3.85%	Q2 2020	Q3 2023	14
Ballentine Partners, LLC	8	1	0.01%	0.01%	0.02%	Q2 2017	Q3 2023	14
Cresset Asset Management, LLC	9	5	0.01%	0.49%	2.41%	Q1 2019	Q3 2023	14
Legacy Advisors, LLC	14	14	1.23%	14.68%	25.76%	Q2 2020	Q3 2023	14
Westside Investment Management, Inc.	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
Ellis Investment Partners, LLC	14	14	0.00%	0.00%	0.00%	Q2 2019	Q3 2022	14
Apexium Financial, LP	14	14	0.07%	0.29%	1.44%	Q2 2020	Q3 2023	14
CULLEN/FROST BANKERS, INC.	12	2	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	14
Portfolio Strategies, Inc.	9	5	0.58%	1.98%	5.22%	Q4 2017	Q3 2022	14
Ruggie Capital Group	6	1	0.00%	0.00%	0.01%	Q4 2014	Q4 2018	14
MADISON INVESTMENT HOLDINGS INC	14	14	0.01%	0.22%	1.72%	Q2 2013	Q3 2016	14
CALTON & ASSOCIATES, INC.	8	1	0.02%	0.08%	0.19%	Q4 2017	Q4 2022	14
Laird Norton Wetherby Wealth Management, LLC	14	14	0.02%	0.02%	0.02%	Q2 2020	Q3 2023	14
THRIVENT FINANCIAL FOR LUTHERANS	13	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	14
BEESE FULMER INVESTMENT MANAGEMENT, INC.	9	1	0.02%	0.03%	0.03%	Q4 2019	Q3 2023	14
AMG National Trust Bank	14	14	0.07%	0.08%	0.09%	Q2 2020	Q3 2023	14
Kestra Advisory Services, LLC	13	13	0.01%	0.02%	0.04%	Q3 2020	Q3 2023	13
RPg Family Wealth Advisory, LLC	7	2	0.01%	0.02%	0.06%	Q1 2017	Q1 2022	13
BAINCO INTERNATIONAL INVESTORS	13	13	0.12%	0.98%	1.23%	Q4 2017	Q4 2020	13
Traynor Capital Management, Inc.	8	1	0.02%	0.07%	0.28%	Q4 2014	Q3 2023	13
SNS Financial Group, LLC	13	13	0.06%	2.04%	3.52%	Q3 2020	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	13
Waldron Private Wealth LLC	13	13	0.01%	0.07%	0.12%	Q3 2020	Q3 2023	13
Risk Paradigm Group, LLC	13	13	0.01%	0.63%	2.63%	Q1 2015	Q1 2018	13
Stratos Wealth Advisors, LLC	9	4	0.04%	0.12%	0.29%	Q4 2018	Q3 2023	13
BARING ASSET MANAGEMENT Ltd	13	13	1.00%	3.79%	5.77%	Q3 2014	Q3 2017	13
FineMark National Bank & Trust	13	13	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	13
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
AMERICAN NATIONAL BANK	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
Wealthcare Advisory Partners LLC	5	4	0.00%	0.01%	0.01%	Q2 2019	Q3 2023	13
J.W. COLE ADVISORS, INC.	8	1	0.03%	0.21%	0.31%	Q4 2019	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
SevenBridge Financial Group, LLC	13	13	0.04%	0.05%	0.05%	Q2 2016	Q2 2019	13
HRT FINANCIAL LP	5	1	0.01%	0.19%	0.83%	Q4 2014	Q1 2023	13
Carlson Capital Management	12	1	0.02%	0.02%	0.04%	Q4 2019	Q3 2023	13
Cedar Brook Financial Partners, LLC	13	13	0.28%	0.69%	0.82%	Q3 2020	Q3 2023	13
AFT, FORSYTH & COMPANY, INC.	7	2	0.12%	0.15%	0.18%	Q2 2013	Q3 2023	13
First Pacific Financial	13	13	10.89%	20.03%	29.41%	Q3 2020	Q3 2023	13
Fiduciary Group LLC	13	13	0.04%	0.07%	0.09%	Q3 2020	Q3 2023	13
NorthRock Partners, LLC	13	13	0.04%	0.04%	0.04%	Q3 2020	Q3 2023	13
SPINNAKER TRUST	13	13	0.02%	0.02%	0.02%	Q3 2020	Q3 2023	13
Investors Research Corp	13	13	0.12%	1.18%	2.02%	Q3 2020	Q3 2023	13
Virtu Financial LLC	3	1	0.02%	0.28%	0.92%	Q2 2013	Q1 2019	12
Valeo Financial Advisors, LLC	11	1	0.00%	0.00%	0.01%	Q4 2017	Q1 2021	12
D'Orazio & Associates, Inc.	12	12	0.01%	0.02%	0.02%	Q4 2018	Q3 2021	12
Tradition Wealth Management, LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Hemington Wealth Management	12	12	0.58%	0.66%	0.82%	Q4 2020	Q3 2023	12
RIVERNORTH CAPITAL MANAGEMENT, LLC	12	12	0.46%	1.55%	3.07%	Q2 2013	Q1 2016	12
Garde Capital, Inc.	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
Ferris Capital, LLC	11	1	0.07%	0.11%	0.20%	Q2 2017	Q3 2020	12
Peloton Wealth Strategists	12	12	1.17%	1.44%	1.58%	Q4 2020	Q3 2023	12
Price Wealth, LLC	12	12	0.99%	1.51%	3.43%	Q4 2017	Q3 2020	12
Flagship Private Wealth, LLC	12	12	0.51%	0.57%	0.61%	Q4 2020	Q3 2023	12
MAI Capital Management	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Alexandria Capital, LLC	12	12	0.07%	0.12%	0.16%	Q4 2018	Q3 2021	12
SOA Wealth Advisors, LLC.	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
CIBC WORLD MARKET INC.	6	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2022	12
Birchcreek Wealth Management, LLC	12	12	0.22%	0.27%	0.31%	Q4 2020	Q3 2023	12
LIBERTY WEALTH MANAGEMENT LLC	12	12	0.01%	0.01%	0.03%	Q4 2018	Q3 2021	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.43%	0.59%	1.17%	Q4 2020	Q3 2023	12
SEGALL BRYANT & HAMILL, LLC	12	12	0.01%	0.01%	0.01%	Q4 2016	Q3 2019	12
Kingsview Wealth Management, LLC	5	1	0.00%	0.14%	0.90%	Q1 2017	Q3 2023	12
CHEMICAL BANK	6	6	0.04%	0.12%	0.26%	Q4 2013	Q2 2019	12
Madison Wealth Partners, Inc	12	12	0.32%	0.34%	0.36%	Q4 2020	Q3 2023	12
Cypress Wealth Services, LLC	8	4	0.09%	0.49%	1.00%	Q4 2017	Q3 2023	12
Steinberg Global Asset Management	12	12	1.12%	1.28%	1.59%	Q1 2016	Q4 2018	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.00%	0.01%	Q2 2013	Q1 2016	12
InterOcean Capital Group, LLC	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
PERSONAL CFO SOLUTIONS, LLC	12	12	0.00%	0.07%	0.11%	Q3 2019	Q2 2022	12
Investors Capital Advisory Services	9	3	0.04%	0.07%	0.13%	Q2 2013	Q2 2016	12
CHOREO, LLC	9	3	0.01%	0.05%	0.07%	Q1 2016	Q3 2023	12
MONROE BANK & TRUST/MI	6	3	0.04%	0.04%	0.05%	Q4 2014	Q2 2018	12
Stewardship Financial Advisors, LLC	11	11	0.03%	0.04%	0.04%	Q3 2018	Q1 2021	11
YorkBridge Wealth Partners, LLC	11	11	0.03%	0.03%	0.03%	Q4 2016	Q2 2019	11
Lumature Wealth Partners, LLC	11	11	0.28%	0.37%	0.62%	Q4 2020	Q2 2023	11
Frank, Rimerman Advisors LLC	7	4	0.06%	0.08%	0.10%	Q4 2020	Q3 2023	11
Vontobel Swiss Wealth Advisors AG	11	11	0.12%	0.32%	1.22%	Q2 2016	Q4 2018	11
NORTHSTAR ASSET MANAGEMENT INC	11	11	0.15%	0.17%	0.19%	Q1 2021	Q3 2023	11
Concord Wealth Partners	7	4	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	11
Spire Wealth Management	11	11	0.02%	0.20%	0.69%	Q1 2021	Q3 2023	11
Ratio Wealth Group	9	2	1.08%	1.49%	2.41%	Q4 2020	Q3 2023	11
Orion Capital Management LLC	10	1	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	11
Global Retirement Partners, LLC	7	4	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	11
Advocacy Wealth Management Services, LLC	7	4	0.01%	0.05%	0.20%	Q4 2015	Q3 2018	11
BARINGS LLC	7	4	1.22%	3.26%	5.15%	Q4 2017	Q3 2020	11
MATRIX PRIVATE CAPITAL GROUP LLC	11	11	0.03%	0.04%	0.05%	Q1 2021	Q3 2023	11
PrairieView Partners, LLC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
Timber Hill LLC	5	3	0.00%	0.04%	0.24%	Q2 2013	Q2 2017	11
CAMBRIDGE TRUST CO	11	11	0.00%	0.01%	0.02%	Q1 2021	Q3 2023	11
Soundwatch Capital LLC	6	5	0.08%	0.22%	0.44%	Q2 2020	Q3 2023	11
Simplicity Solutions, LLC	3	1	0.01%	0.06%	0.16%	Q4 2015	Q3 2023	11
EQ LLC	11	11	0.31%	0.35%	0.40%	Q4 2020	Q2 2023	11
Crestwood Advisors Group, LLC	10	1	0.00%	0.06%	0.09%	Q2 2013	Q1 2017	11
Clark Capital Management Group, Inc.	7	1	0.02%	0.74%	4.16%	Q2 2013	Q1 2017	11
Renaissance Technologies	3	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	11
Brand Asset Management Group, Inc.	10	10	0.03%	0.04%	0.05%	Q2 2018	Q3 2020	10
West Branch Capital LLC	10	10	0.06%	0.07%	0.07%	Q2 2021	Q3 2023	10
Private Wealth Advisors, Inc.	10	10	0.22%	0.32%	0.37%	Q2 2013	Q3 2015	10
Clear Perspectives Financial Planning, LLC	10	10	0.39%	0.53%	0.64%	Q4 2020	Q1 2023	10
EVERETT HARRIS & CO /CA/	10	10	0.01%	0.01%	0.01%	Q1 2020	Q2 2022	10
TIEDEMANN ADVISORS, LLC	10	10	0.01%	0.02%	0.02%	Q3 2019	Q4 2021	10
KELLOGG W K FOUNDATION TRUST	9	1	0.35%	1.69%	2.93%	Q2 2014	Q2 2020	10
HARBOUR INVESTMENTS, INC.	6	4	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	10
Daniels&Tansey,LLP	7	3	0.07%	0.11%	0.30%	Q3 2020	Q3 2023	10
Rampart Investment Management Company, LLC	8	2	0.22%	1.86%	2.82%	Q4 2014	Q1 2018	10
Constellation Wealth Advisors, LLC	10	10	0.03%	0.03%	0.05%	Q2 2013	Q3 2015	10
Trexquant Investment LP	7	1	0.01%	0.04%	0.15%	Q4 2019	Q2 2023	10
CREATIVE FINANCIAL DESIGNS INC /ADV	8	2	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	10
Portfolio Solutions, LLC	10	10	0.09%	0.12%	0.13%	Q2 2020	Q3 2022	10
THOMPSON SIEGEL & WALMSLEY LLC	10	10	0.00%	0.00%	0.00%	Q2 2017	Q3 2019	10
B. Riley Wealth Management, Inc.	6	1	0.01%	0.25%	0.39%	Q1 2014	Q2 2022	10
SEI INVESTMENTS CO	10	10	0.00%	0.00%	0.00%	Q1 2016	Q2 2018	10
Gryphon Financial Partners LLC	9	1	0.03%	0.12%	0.20%	Q4 2017	Q2 2022	10
QUADRANT CAPITAL GROUP LLC	5	5	0.00%	0.04%	0.09%	Q1 2019	Q3 2023	10
MITCHELL SINKLER & STARR/PA	7	1	0.10%	0.21%	0.27%	Q4 2019	Q2 2023	10
SMITH, MOORE & CO.	10	10	0.03%	0.05%	0.07%	Q2 2021	Q3 2023	10
Granite Investment Advisors, LLC	10	10	0.04%	0.05%	0.06%	Q1 2017	Q2 2019	10
EVERMAY WEALTH MANAGEMENT LLC	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Tillar-Wenstrup Advisors, LLC	10	10	0.16%	0.20%	0.21%	Q1 2020	Q2 2022	10
BLACKROCK ADVISORS LLC	10	10	0.00%	0.00%	0.00%	Q2 2014	Q3 2016	10
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.00%	0.01%	Q2 2013	Q2 2015	9
FormulaFolio Investments, LLC	9	9	0.10%	0.15%	0.23%	Q4 2016	Q4 2018	9
Larson Financial Group LLC	9	9	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	9
Birch Hill Investment Advisors LLC	9	9	0.04%	0.04%	0.04%	Q2 2013	Q2 2015	9
True Link Financial Advisors, LLC	9	9	0.04%	0.15%	0.42%	Q3 2021	Q3 2023	9
SIMMONS FIRST TRUST CO NA	9	9	0.48%	1.54%	2.77%	Q2 2013	Q2 2015	9
UBS ASSET MANAGEMENT AMERICAS INC	9	9	0.00%	0.00%	0.00%	Q3 2017	Q3 2019	9
SENTINEL PENSION ADVISORS INC	9	9	0.16%	0.22%	0.31%	Q3 2021	Q3 2023	9
Van Leeuwen & Company, LLC	9	9	0.89%	1.63%	2.89%	Q3 2018	Q3 2020	9
Integrated Wealth Management	9	9	0.11%	0.21%	0.33%	Q1 2015	Q1 2017	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.14%	0.26%	0.54%	Q4 2019	Q3 2023	9
Bank of Marin	9	9	0.32%	0.40%	0.51%	Q4 2019	Q4 2021	9
GSA CAPITAL PARTNERS LLP	6	1	0.02%	0.06%	0.09%	Q4 2020	Q3 2023	9
55I, LLC	9	9	0.02%	0.57%	2.10%	Q3 2020	Q3 2022	9
Keebeck Wealth Management, LLC	9	9	0.08%	0.59%	1.32%	Q3 2021	Q3 2023	9
Wealth Alliance	9	9	0.07%	0.26%	0.55%	Q3 2021	Q3 2023	9
PSI Advisors, LLC	9	9	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	9
FORTE CAPITAL LLC /ADV	9	9	0.04%	0.13%	0.19%	Q2 2020	Q2 2022	9
SMITH CHAS P & ASSOCIATES PA CPAS	6	3	0.02%	0.03%	0.03%	Q4 2020	Q3 2023	9
Belvedere Trading LLC	3	1	0.00%	0.18%	0.76%	Q2 2020	Q2 2023	9
Kovitz Investment Group Partners, LLC	7	2	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	9
Stadion Money Management, LLC	9	9	0.21%	1.65%	6.50%	Q2 2013	Q2 2015	9
Financial Services Advisory Inc	3	1	0.59%	3.86%	7.30%	Q2 2019	Q3 2023	9
Provident Wealth Management, LLC	7	2	0.03%	0.18%	0.27%	Q2 2020	Q3 2023	9
New Harbor Financial Group, LLC	9	9	0.06%	6.18%	9.42%	Q2 2014	Q2 2016	9
Axiom Investment Management LLC	9	9	0.01%	0.05%	0.10%	Q1 2019	Q1 2021	9
Truepoint, Inc.	9	9	0.02%	0.03%	0.04%	Q4 2020	Q4 2022	9
Edgestream Partners, L.P.	4	1	0.01%	0.06%	0.12%	Q3 2016	Q3 2023	9
Pinnacle Summer Investments, Inc.	8	1	0.01%	0.02%	0.02%	Q2 2013	Q3 2015	9
Fort Point Capital Partners LLC	9	9	0.04%	0.06%	0.06%	Q3 2021	Q3 2023	9
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.27%	0.30%	0.34%	Q4 2018	Q3 2020	8
Pallas Capital Advisors LLC	8	8	0.05%	0.07%	0.13%	Q4 2021	Q3 2023	8
Trust Co	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
FULTON BREAKEFIELD BROENNIMAN LLC	8	8	0.47%	0.51%	0.60%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	0.25%	2.71%	4.19%	Q4 2021	Q3 2023	8
Blue Barn Wealth, LLC	8	8	0.15%	0.19%	0.26%	Q2 2021	Q1 2023	8
Strategic Blueprint, LLC	3	1	0.02%	0.39%	2.84%	Q3 2019	Q3 2023	8
LEVEL FOUR ADVISORY SERVICES, LLC	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
ONE Advisory Partners, LLC	8	8	0.14%	0.69%	0.92%	Q4 2021	Q3 2023	8
Destination Wealth Management	8	8	0.04%	0.07%	0.08%	Q4 2013	Q3 2015	8
Clear Perspective Advisors, LLC	7	1	0.07%	0.09%	0.11%	Q4 2016	Q4 2021	8
Confluence Wealth Services, Inc.	8	8	0.10%	0.16%	0.23%	Q4 2021	Q3 2023	8
TRAIN BABCOCK ADVISORS LLC	8	8	0.07%	0.08%	0.08%	Q3 2013	Q2 2015	8
Byrne Asset Management LLC	8	8	0.12%	0.14%	0.19%	Q4 2021	Q3 2023	8
Ayalon Insurance Comp Ltd.	8	8	0.03%	0.04%	0.05%	Q1 2015	Q4 2016	8
Planned Solutions, Inc.	4	1	0.03%	0.14%	0.18%	Q3 2020	Q2 2023	8
Concert Wealth Management Inc.	4	1	0.02%	0.05%	0.13%	Q3 2013	Q3 2016	8
CENTRAL TRUST Co	7	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2021	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.04%	0.19%	0.26%	Q2 2013	Q1 2015	8
Sowell Financial Services LLC	7	1	0.00%	2.24%	17.95%	Q3 2018	Q1 2021	8
MONEY CONCEPTS CAPITAL CORP	6	2	0.01%	0.03%	0.06%	Q4 2020	Q1 2023	8
Almanack Investment Partners, LLC.	4	4	0.04%	0.07%	0.14%	Q3 2021	Q3 2023	8
Stratos Wealth Partners, LTD.	3	1	0.00%	0.05%	0.24%	Q2 2014	Q1 2022	8
Dentgroup LLC	8	8	0.35%	0.99%	1.59%	Q1 2022	Q4 2023	8
BUCKINGHAM STRATEGIC WEALTH, LLC	8	8	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.01%	0.04%	0.10%	Q4 2021	Q3 2023	8
Bank of Kentucky, Inc.	8	8	0.03%	0.06%	0.09%	Q2 2013	Q1 2015	8
Relative Value Partners, LLC	8	8	7.93%	8.42%	8.80%	Q2 2013	Q1 2015	8
Cypress Capital Group	8	8	0.14%	0.15%	0.16%	Q1 2015	Q4 2016	8
StrategIQ Financial Group, LLC	8	8	0.16%	0.18%	0.20%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.01%	0.01%	0.03%	Q4 2021	Q3 2023	8
Personal Capital Advisors Corp	4	4	0.00%	0.00%	0.00%	Q4 2017	Q1 2022	8
CLEAR STREET MARKETS LLC	4	4	0.52%	1.66%	3.59%	Q4 2022	Q3 2023	8
HB Wealth Management, LLC	8	8	0.08%	0.09%	0.12%	Q4 2021	Q3 2023	8
Strategic Wealth Partners, Ltd.	8	8	0.00%	0.03%	0.17%	Q4 2017	Q3 2019	8
NewEdge Wealth, LLC	8	8	0.10%	0.16%	0.22%	Q4 2021	Q3 2023	8
Aris Wealth Services, Inc.	8	8	0.55%	0.84%	1.87%	Q4 2013	Q3 2015	8
Qube Research & Technologies Ltd	4	1	0.00%	0.02%	0.13%	Q4 2019	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Waypoint Capital Advisors, LLC	8	8	2.25%	3.19%	5.68%	Q4 2021	Q3 2023	8
Column Capital Advisors, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Merriman Wealth Management, LLC	7	1	0.62%	2.20%	7.27%	Q2 2020	Q3 2023	8
Capital Asset Advisory Services LLC	8	8	0.04%	0.05%	0.06%	Q4 2019	Q3 2021	8
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	8	8	0.88%	3.92%	5.40%	Q4 2021	Q3 2023	8
FDx Advisors, Inc.	4	1	0.01%	0.41%	3.10%	Q2 2013	Q2 2022	8
Towercrest Capital Management	8	8	0.05%	0.05%	0.05%	Q3 2021	Q2 2023	8
WealthPLAN Partners, LLC	2	1	0.00%	0.06%	0.29%	Q1 2015	Q4 2023	8
Amplius Wealth Advisors, LLC	8	8	2.55%	2.81%	3.29%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.02%	0.02%	0.02%	Q1 2017	Q4 2018	8
ADE, LLC	6	2	0.14%	0.18%	0.20%	Q4 2020	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.01%	0.01%	0.02%	Q2 2013	Q1 2015	8
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	4	4	0.04%	0.83%	1.91%	Q3 2014	Q3 2016	8
Comprehensive Financial Consultants Institutional, Inc.	8	8	0.82%	1.08%	1.26%	Q4 2021	Q3 2023	8
MID CONTINENT CAPITAL LLC/IL	8	8	0.01%	0.01%	0.02%	Q4 2013	Q3 2015	8
Objective Capital Management, LLC	8	8	3.91%	4.22%	4.56%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Private Capital Group, LLC	8	8	0.02%	0.03%	0.03%	Q4 2017	Q3 2019	8
STRATEGIC INVESTMENT MANAGEMENT, LLC	8	8	0.39%	0.69%	1.07%	Q2 2013	Q1 2015	8
Alliance Wealth Management Group	8	8	0.08%	0.08%	0.08%	Q3 2021	Q2 2023	8
ST GERMAIN D J CO INC	8	8	0.03%	0.04%	0.06%	Q1 2017	Q4 2018	8
Stillwater Investment Management, LLC	8	8	0.12%	0.12%	0.13%	Q2 2021	Q1 2023	8
Raleigh Capital Management Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Continuum Advisory, LLC	7	7	0.10%	0.24%	1.00%	Q1 2022	Q3 2023	7
TRUE Private Wealth Advisors	7	7	0.05%	0.15%	0.25%	Q2 2020	Q4 2021	7
Atria Wealth Solutions, Inc.	7	7	0.02%	0.04%	0.06%	Q1 2022	Q3 2023	7
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	6	1	0.02%	0.02%	0.04%	Q4 2019	Q3 2021	7
Beacon Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
MONETTA FINANCIAL SERVICES INC	7	7	0.70%	1.11%	1.85%	Q2 2013	Q4 2014	7
Balentine LLC	5	2	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	7
Kovack Advisors, Inc.	4	3	0.11%	0.85%	2.59%	Q2 2014	Q1 2018	7
RHUMBLINE ADVISERS	3	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	7
Optas, LLC	4	3	0.06%	0.07%	0.08%	Q2 2021	Q3 2023	7
Rehmann Capital Advisory Group	3	1	0.00%	5.76%	39.02%	Q3 2011	Q3 2019	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
Crewe Advisors LLC	7	7	0.00%	0.02%	0.02%	Q1 2022	Q3 2023	7
Fieldpoint Private Securities, LLC	7	7	0.02%	0.04%	0.06%	Q4 2020	Q2 2022	7
United Asset Strategies, Inc.	7	7	0.04%	0.12%	0.60%	Q1 2022	Q3 2023	7
One Capital Management, LLC	7	7	0.07%	0.48%	1.96%	Q1 2022	Q3 2023	7
Capital Analysts, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6	1	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	7
TOMPKINS FINANCIAL CORP	7	7	0.03%	0.04%	0.04%	Q2 2022	Q4 2023	7
FIRETHORN WEALTH PARTNERS, LLC	7	7	0.20%	0.31%	0.55%	Q1 2022	Q3 2023	7
MERIDIAN MANAGEMENT CO	7	7	2.34%	2.50%	2.89%	Q2 2013	Q4 2014	7
COUNTRY CLUB BANK /GFN	7	7	0.80%	1.00%	1.27%	Q1 2022	Q3 2023	7
Brookstone Capital Management	6	1	0.00%	0.01%	0.01%	Q3 2015	Q3 2023	7
Polianta Ltd	5	1	3.09%	4.29%	7.92%	Q4 2018	Q3 2023	7
MONOGRAPH WEALTH ADVISORS, LLC	4	3	0.27%	0.32%	0.37%	Q4 2021	Q3 2023	7
OXFORD FINANCIAL GROUP, LTD. LLC	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.04%	0.09%	0.16%	Q2 2013	Q4 2014	7
Barrett Asset Management, LLC	7	7	0.00%	0.00%	0.00%	Q2 2013	Q4 2014	7
PARK AVENUE SECURITIES LLC	5	1	0.01%	0.03%	0.10%	Q4 2015	Q3 2023	7
Wechter Feldman Wealth Management, Inc.	7	7	0.16%	4.37%	5.80%	Q4 2016	Q2 2018	7
Mayflower Financial Advisors, LLC	7	7	0.06%	0.37%	0.64%	Q1 2022	Q3 2023	7
Kistler-Tiffany Companies, LLC	7	7	0.00%	0.00%	0.00%	Q4 2021	Q2 2023	7
HT Partners LLC	7	7	0.30%	0.36%	0.42%	Q2 2013	Q4 2014	7
Tactical Allocation Group LLC	7	7	3.35%	4.18%	7.64%	Q4 2014	Q2 2016	7
Azimuth Capital Management LLC	7	7	0.20%	0.22%	0.26%	Q2 2013	Q4 2014	7
UBS AG	6	6	0.00%	0.03%	0.05%	Q2 2013	Q3 2014	7
EverSource Wealth Advisors, LLC	7	7	0.07%	0.09%	0.13%	Q1 2022	Q3 2023	7
MOTCO	5	2	0.00%	0.00%	0.00%	Q4 2019	Q2 2023	7
Chemistry Wealth Management LLC	7	7	0.16%	0.17%	0.18%	Q1 2022	Q3 2023	7
Advisory Alpha, LLC	3	1	0.00%	0.01%	0.02%	Q1 2019	Q4 2021	7
TCF National Bank	7	7	0.06%	0.09%	0.15%	Q3 2019	Q1 2021	7
Marble Harbor Investment Counsel, LLC	7	7	0.18%	0.26%	0.38%	Q2 2013	Q4 2014	7
MARCO INVESTMENT MANAGEMENT LLC	5	2	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	7
Security Financial Services, INC.	7	7	0.94%	1.16%	1.46%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.01%	0.02%	0.07%	Q2 2013	Q4 2014	7
Columbus Macro, LLC	4	3	0.10%	1.06%	1.88%	Q3 2021	Q3 2023	7
Financial & Tax Architects, LLC	7	7	0.13%	0.18%	0.26%	Q2 2021	Q4 2022	7
Connectus Wealth, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Pinnacle Bancorp, Inc.	4	1	0.00%	0.01%	0.02%	Q1 2017	Q3 2023	7
Sterling Capital Management LLC	6	6	0.52%	0.60%	0.65%	Q1 2013	Q2 2014	6
One Wealth Advisors, LLC	4	2	0.54%	0.98%	1.85%	Q1 2022	Q3 2023	6
BBVA USA Bancshares, Inc.	6	6	0.02%	0.02%	0.02%	Q2 2013	Q3 2014	6
PRIVATE TRUST CO NA	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
AAF Wealth Management, LLC	6	6	0.14%	0.20%	0.22%	Q4 2020	Q1 2022	6
Lebenthal Global Advisors, LLC	6	6	0.09%	0.22%	0.35%	Q4 2020	Q1 2022	6
Cyrus J. Lawrence, LLC	6	6	0.01%	0.01%	0.02%	Q1 2022	Q2 2023	6
BANK OF NOVA SCOTIA	5	1	0.00%	0.01%	0.01%	Q1 2013	Q3 2014	6
My Legacy Advisors, LLC	6	6	0.40%	0.68%	1.25%	Q2 2022	Q3 2023	6
MANUFACTURERS LIFE INSURANCE COMPANY, THE	5	1	0.00%	0.00%	0.00%	Q4 2013	Q1 2017	6
Tradewinds Capital Management, LLC	6	6	0.03%	0.03%	0.03%	Q4 2020	Q1 2022	6
Baker Avenue Asset Management, LP	4	1	0.04%	0.57%	3.07%	Q4 2014	Q3 2023	6
FundX Investment Group, LLC	3	1	0.09%	4.37%	12.64%	Q4 2014	Q4 2021	6
US FINANCIAL ADVISORS, LLC	6	6	0.01%	0.03%	0.04%	Q4 2014	Q1 2016	6
GUYASUTA INVESTMENT ADVISORS INC	6	6	0.03%	0.03%	0.03%	Q4 2016	Q1 2018	6
Willingdon Wealth Management	6	6	0.01%	0.01%	0.01%	Q3 2017	Q4 2018	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.60%	0.70%	0.80%	Q4 2021	Q3 2023	6
EP Wealth Advisors, LLC	4	2	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	6
Virtus Investment Advisers, Inc.	6	6	0.71%	0.81%	1.04%	Q2 2013	Q3 2014	6
Integer Wealth Advisors Group LLC	6	6	1.66%	2.77%	3.43%	Q4 2019	Q1 2021	6
SALEM INVESTMENT COUNSELORS INC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
COLDSTREAM CAPITAL MANAGEMENT INC	4	2	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	6
LifePlan Financial Group, Inc	5	1	0.02%	0.05%	0.06%	Q1 2019	Q3 2020	6
Cassady Schiller Wealth Management, LLC	4	2	0.09%	0.11%	0.12%	Q4 2021	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.04%	0.04%	0.06%	Q2 2022	Q3 2023	6
McAdam, LLC	3	3	0.02%	0.15%	0.21%	Q1 2022	Q3 2023	6
Tyler-Stone Wealth Management	4	2	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	6
STOCK YARDS BANK & TRUST CO	6	6	0.37%	0.39%	0.41%	Q2 2022	Q3 2023	6
SILVERCREST ASSET MANAGEMENT GROUP LLC	4	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	6
RATIONAL ADVISORS LLC	2	1	0.12%	0.27%	0.64%	Q1 2018	Q3 2023	6
Mascoma Wealth Management LLC	6	6	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	6
Moloney Securities Asset Management, LLC	6	6	0.04%	0.04%	0.05%	Q4 2020	Q1 2022	6
Lehman & Derafelo Financial Resources LLC	6	6	0.00%	0.00%	0.00%	Q3 2019	Q4 2020	6
Paladin Advisory Group, LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
WESTPORT RESOURCES MANAGEMENT INC	6	6	0.01%	0.01%	0.01%	Q4 2013	Q1 2015	6
ADVANTAGE INVESTMENT MANAGEMENT, LLC	5	1	0.00%	0.01%	0.02%	Q4 2014	Q2 2017	6
TIAA, FSB	5	1	0.01%	0.01%	0.01%	Q1 2019	Q2 2023	6
Ullmann Wealth Partners Group, LLC	4	2	0.04%	0.08%	0.11%	Q4 2021	Q3 2023	6
High Note Wealth, LLC	6	6	0.10%	0.12%	0.14%	Q2 2022	Q3 2023	6
Orion Portfolio Solutions, LLC	3	3	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	6
Requisite Capital Management, LLC	3	1	0.14%	0.16%	0.19%	Q4 2021	Q3 2023	6
Blue Trust, Inc.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
BRYN MAWR TRUST Co	6	6	0.01%	0.02%	0.02%	Q1 2018	Q2 2019	6
FORT PITT CAPITAL GROUP INC	6	6	0.05%	0.06%	0.06%	Q2 2013	Q3 2014	6
TCWP LLC	6	6	0.58%	0.85%	1.10%	Q1 2022	Q2 2023	6
WEDBUSH SECURITIES INC	5	5	0.01%	0.02%	0.02%	Q4 2020	Q4 2021	5
Snowden Capital Advisors LLC	2	1	0.00%	0.04%	0.11%	Q1 2016	Q4 2021	5
CRA Financial Services, LLC	5	5	0.87%	0.93%	0.98%	Q4 2018	Q4 2019	5
CX Institutional	4	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	5
Advisors Capital Management, LLC	5	5	0.02%	0.02%	0.03%	Q2 2015	Q2 2016	5
Bank Julius Baer & Co. Ltd, Zurich	5	5	0.00%	0.00%	0.00%	Q4 2020	Q4 2021	5
BRADLEY FOSTER & SARGENT INC/CT	3	2	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.15%	0.17%	0.23%	Q4 2018	Q4 2019	5
SFMG, LLC	4	1	0.06%	2.41%	6.28%	Q4 2014	Q3 2016	5
Pinnacle Family Advisors, LLC	3	2	1.09%	2.00%	3.98%	Q4 2018	Q3 2020	5
Global Wealth Strategies & Associates	5	5	0.79%	0.88%	1.00%	Q4 2022	Q4 2023	5
CHILTON CAPITAL MANAGEMENT LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	5
RFG Advisory, LLC	3	2	0.02%	0.05%	0.10%	Q3 2018	Q2 2023	5
Y-Intercept (Hong Kong) Ltd	2	1	0.05%	0.06%	0.09%	Q3 2021	Q3 2023	5
Palisade Asset Management, LLC	5	5	0.03%	0.04%	0.04%	Q3 2022	Q3 2023	5
Antonetti Capital Management LLC	5	5	0.03%	0.20%	0.32%	Q2 2013	Q2 2014	5
HCR Wealth Advisors	5	5	0.02%	0.03%	0.03%	Q4 2019	Q4 2020	5
SPC Financial, Inc.	3	2	0.02%	0.02%	0.02%	Q3 2021	Q3 2023	5
Arete Wealth Advisors, LLC	5	5	0.06%	0.08%	0.14%	Q3 2022	Q3 2023	5
ProVise Management Group, LLC	2	1	0.04%	0.06%	0.11%	Q2 2013	Q4 2015	5
Legacy Financial Advisors, Inc.	5	5	0.00%	0.00%	0.00%	Q1 2018	Q1 2019	5
BerganKDV Wealth Management, LLC	4	1	0.00%	0.01%	0.02%	Q4 2019	Q4 2021	5
GRAYHAWK INVESTMENT STRATEGIES INC.	5	5	0.01%	0.01%	0.02%	Q2 2022	Q2 2023	5
Providence Capital Advisors, LLC	5	5	0.02%	0.02%	0.03%	Q4 2017	Q4 2018	5
U.S. Capital Wealth Advisors, LLC	4	1	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	5
KMS FINANCIAL SERVICES, INC	4	1	0.04%	0.06%	0.08%	Q2 2013	Q3 2014	5
Gunma Bank,Ltd.	2	1	0.94%	1.41%	2.41%	Q4 2020	Q3 2022	5
Select Asset Management & Trust	5	5	2.34%	4.75%	6.09%	Q4 2020	Q4 2021	5
Integrated Advisors Network LLC	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	5	5	0.19%	0.20%	0.21%	Q1 2019	Q1 2020	5
Sterling Investment Counsel, LLC	3	2	0.12%	0.13%	0.16%	Q4 2021	Q3 2023	5
Clearstead Advisors, LLC	5	5	0.06%	0.06%	0.07%	Q3 2022	Q3 2023	5
Ameritas Advisory Services, LLC	5	5	0.01%	0.02%	0.03%	Q3 2022	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	5
Lloyd Advisory Services, LLC.	3	1	0.00%	0.10%	0.30%	Q4 2019	Q1 2022	5
Resource Planning Group	5	5	0.73%	0.77%	0.80%	Q3 2020	Q3 2021	5
High Falls Advisors, Inc	3	2	0.06%	0.13%	0.23%	Q1 2022	Q3 2023	5
Strategic Wealth Partners Group, LLC	3	2	0.12%	0.21%	0.33%	Q2 2016	Q4 2021	5
First Allied Asset Management, Inc.	5	5	0.45%	1.30%	2.57%	Q1 2014	Q1 2015	5
ROMANO BROTHERS AND COMPANY	5	5	0.03%	0.04%	0.04%	Q3 2022	Q3 2023	5
MMBG INVESTMENT ADVISORS CO.	5	5	0.10%	0.11%	0.12%	Q3 2022	Q3 2023	5
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	5	5	0.07%	0.14%	0.21%	Q4 2020	Q4 2021	5
CM WEALTH ADVISORS LLC	3	2	17.04%	21.64%	27.09%	Q2 2022	Q3 2023	5
BOSTON FAMILY OFFICE LLC	5	5	0.03%	0.03%	0.04%	Q2 2015	Q2 2016	5
Argentus Capital Management, LLC	5	5	0.04%	0.13%	0.20%	Q3 2015	Q3 2016	5
Csenge Advisory Group	5	5	0.12%	0.13%	0.13%	Q3 2022	Q3 2023	5
Capital Directions Investment Advisors, LLC	4	1	0.01%	0.04%	0.06%	Q4 2018	Q1 2020	5
Merit Financial Group, LLC	5	5	0.03%	0.05%	0.07%	Q3 2022	Q3 2023	5
Financial Enhancement Group LLC	3	2	1.72%	2.72%	3.99%	Q2 2020	Q3 2023	5
Baron Wealth Management LLC	5	5	0.27%	0.29%	0.30%	Q4 2022	Q4 2023	5
Aprio Wealth Management, LLC	5	5	0.08%	0.10%	0.13%	Q3 2022	Q3 2023	5
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	4	4	0.56%	0.66%	0.74%	Q2 2013	Q1 2014	4
Ascension Capital Advisors, Inc.	4	4	0.14%	2.92%	5.72%	Q1 2020	Q4 2020	4
Ameritas Investment Company, LLC	3	1	0.00%	0.01%	0.01%	Q1 2019	Q1 2020	4
RITHOLTZ WEALTH MANAGEMENT	4	4	0.01%	0.01%	0.02%	Q2 2021	Q1 2022	4
GREAT LAKES ADVISORS, LLC	4	4	0.01%	0.03%	0.04%	Q1 2022	Q4 2022	4
CPA Asset Management LLC	4	4	0.56%	0.60%	0.63%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
AlphaMark Advisors, LLC	3	1	0.00%	0.01%	0.01%	Q2 2013	Q4 2016	4
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	4	4	0.02%	0.02%	0.02%	Q2 2018	Q1 2019	4
WealthTrust Fairport, LLC	4	4	0.00%	0.00%	0.00%	Q2 2018	Q1 2019	4
MARSHALL WACE, LLP	2	1	0.00%	0.00%	0.00%	Q1 2020	Q2 2022	4
True Wealth Design, LLC	4	4	0.02%	0.02%	0.04%	Q4 2022	Q3 2023	4
Curtis Advisory Group, LLC	2	2	7.55%	8.86%	10.08%	Q3 2021	Q3 2022	4
RESTON WEALTH MANAGEMENT LLC	4	4	0.11%	0.12%	0.12%	Q2 2021	Q1 2022	4
Farther Finance Advisors, LLC	4	4	0.07%	0.10%	0.13%	Q4 2022	Q3 2023	4
CITIZENS FINANCIAL GROUP INC/RI	2	1	0.02%	0.02%	0.02%	Q1 2020	Q3 2023	4
First Horizon Advisors, Inc.	2	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2020	4
Semmax Financial Advisors Inc.	3	1	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	4
Sequoia Financial Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
Baring International Investment Ltd	2	2	0.20%	0.60%	1.03%	Q2 2013	Q2 2014	4
Miracle Mile Advisors, LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
FIRST AMERICAN TRUST, FSB	4	4	0.03%	0.06%	0.09%	Q1 2021	Q4 2021	4
QCM Cayman, Ltd.	3	1	0.54%	0.77%	1.08%	Q2 2020	Q2 2021	4
Squarepoint Ops LLC	2	2	0.00%	0.01%	0.01%	Q4 2020	Q3 2022	4
Cardinal Strategic Wealth Guidance	4	4	0.37%	0.56%	1.08%	Q4 2022	Q3 2023	4
Fragasso Group Inc.	3	1	0.02%	0.02%	0.03%	Q3 2021	Q2 2023	4
Global Financial Private Capital, Inc	2	1	0.00%	0.00%	0.01%	Q3 2018	Q1 2020	4
Barber Financial Group, Inc.	4	4	2.57%	2.96%	3.97%	Q2 2017	Q1 2018	4
TORONTO DOMINION BANK	4	4	0.00%	0.00%	0.00%	Q1 2013	Q4 2013	4
ASPIRIANT, LLC	4	4	0.02%	0.03%	0.04%	Q1 2020	Q4 2020	4
Lineweaver Wealth Advisors, LLC	3	1	1.87%	2.05%	2.34%	Q3 2022	Q3 2023	4
Bricktown Capital, LLC	4	4	0.04%	0.85%	1.31%	Q4 2022	Q3 2023	4
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	4	4	0.68%	0.72%	0.81%	Q4 2022	Q3 2023	4
Chevy Chase Trust Holdings, LLC	2	1	0.00%	0.00%	0.01%	Q3 2014	Q4 2019	4
Mill Creek Capital Advisors, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Coston, McIsaac & Partners	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
BOKF, NA	3	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	4
Bank Pictet & Cie (Europe) AG	4	4	0.13%	0.15%	0.17%	Q1 2017	Q4 2017	4
Bell Bank	3	1	0.02%	4.23%	5.81%	Q1 2020	Q2 2023	4
Future Financial Wealth Managment LLC	2	2	0.05%	1.69%	3.38%	Q4 2021	Q3 2023	4
EATON VANCE MANAGEMENT	4	4	0.00%	0.00%	0.00%	Q1 2021	Q4 2021	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.15%	0.16%	0.17%	Q4 2020	Q3 2021	4
Cypress Capital, LLC	4	4	3.58%	3.64%	3.73%	Q3 2021	Q2 2022	4
CFS Investment Advisory Services, LLC	3	1	0.02%	0.14%	0.22%	Q4 2021	Q2 2023	4
Essex Financial Services, Inc.	3	1	0.05%	0.05%	0.05%	Q4 2016	Q1 2018	4
NatWest Group plc	4	4	0.02%	0.17%	0.25%	Q3 2015	Q2 2016	4
Relyea Zuckerberg Hanson LLC	2	2	0.05%	0.06%	0.08%	Q4 2021	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
First Personal Financial Services	4	4	0.00%	0.00%	0.00%	Q1 2015	Q4 2015	4
Trifecta Capital Advisors, LLC	4	4	0.14%	0.15%	0.15%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
KARLINSKI ANDREW C	4	4	1.26%	1.73%	2.42%	Q4 2021	Q3 2022	4
Hoxton Planning & Management, LLC	4	4	0.45%	0.52%	0.65%	Q4 2022	Q3 2023	4
MUFG Americas Holdings Corp	4	4	0.00%	0.01%	0.02%	Q4 2012	Q3 2013	4
Chesley Taft & Associates LLC	3	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2020	4
ShoreHaven Wealth Partners, LLC	4	4	0.27%	0.44%	0.88%	Q4 2022	Q3 2023	4
Paragon Capital Management Ltd	4	4	0.17%	0.20%	0.20%	Q2 2014	Q1 2015	4
Tower View Wealth Management LLC	4	4	0.01%	0.01%	0.02%	Q4 2021	Q3 2022	4
McKinley Carter Wealth Services, Inc.	4	4	0.29%	0.31%	0.32%	Q4 2022	Q3 2023	4
RCS Financial Planning, LLC	4	4	0.21%	0.29%	0.37%	Q4 2022	Q3 2023	4
Weitz Investment Management	4	4	0.00%	0.00%	0.00%	Q4 2016	Q3 2017	4
Golden State Wealth Management, LLC	3	1	0.01%	0.02%	0.03%	Q1 2019	Q1 2020	4
IFC Holdings Incorporated/FL	2	1	0.03%	0.30%	0.99%	Q2 2014	Q4 2017	4
Caprock Group, LLC	4	4	0.13%	0.18%	0.22%	Q3 2016	Q2 2017	4
Aaron Wealth Advisors LLC	4	4	0.06%	0.14%	0.28%	Q4 2021	Q3 2022	4
Corient Private Wealth LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
GM Advisory Group, LLC	4	4	7.84%	8.72%	10.00%	Q4 2013	Q3 2014	4
AGF MANAGEMENT LTD	4	4	0.25%	0.27%	0.29%	Q4 2022	Q3 2023	4
Moss Adams Wealth Advisors LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
First Heartland Consultants, Inc.	4	4	0.14%	0.39%	0.54%	Q2 2013	Q1 2014	4
Laurel Wealth Advisors, Inc.	4	4	0.04%	0.09%	0.18%	Q1 2022	Q4 2022	4
Valmark Advisers, Inc.	4	4	0.02%	0.05%	0.10%	Q3 2020	Q2 2021	4
Colonial Trust Co / SC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Delap Wealth Advisory, LLC	4	4	0.25%	0.27%	0.29%	Q4 2022	Q3 2023	4
Crescent Capital Consulting, LLC	4	4	0.05%	0.05%	0.06%	Q1 2021	Q4 2021	4
GREAT WEST LIFE ASSURANCE CO /CAN/	3	3	0.00%	0.00%	0.00%	Q2 2014	Q4 2014	3
IMA Wealth, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2018	Q4 2018	3
BREWIN DOLPHIN LTD	3	3	0.01%	0.01%	0.01%	Q3 2017	Q1 2018	3
Koshinski Asset Management, Inc.	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
HARVEST GROUP WEALTH MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q1 2019	Q3 2019	3
Quadrant Private Wealth Management, LLC	3	3	0.06%	0.07%	0.07%	Q1 2023	Q3 2023	3
RIA Advisory Group LLC	3	3	0.11%	0.11%	0.11%	Q1 2023	Q3 2023	3
Aft, Forsyth & Sober, LLC	3	3	4.02%	4.06%	4.09%	Q2 2013	Q4 2013	3
ING GROEP NV	3	3	0.01%	0.01%	0.02%	Q1 2013	Q3 2013	3
Royal Fund Management, LLC	1	1	0.00%	0.00%	0.01%	Q1 2017	Q2 2018	3
Mitsubishi UFJ Securities Holdings Co., Ltd.	3	3	3.03%	3.17%	3.25%	Q1 2017	Q3 2017	3
QUATTRO FINANCIAL ADVISORS LLC	3	3	0.01%	0.01%	0.01%	Q2 2018	Q4 2018	3
JOYN Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2018	Q4 2018	3
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
Abacus Wealth Partners, LLC	3	3	0.09%	0.13%	0.15%	Q1 2023	Q3 2023	3
ICA Group Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
Simply Money Advisors	3	3	0.00%	3.38%	5.46%	Q2 2013	Q4 2013	3
BUCKINGHAM STRATEGIC PARTNERS, LLC	3	3	0.02%	0.03%	0.04%	Q1 2022	Q3 2022	3
COOKSON PEIRCE & CO INC	3	3	0.21%	0.23%	0.27%	Q4 2014	Q2 2015	3
Game Plan Financial Advisors, LLC	2	1	0.12%	0.13%	0.16%	Q4 2020	Q1 2022	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	1	0.02%	0.02%	0.03%	Q4 2020	Q2 2023	3
TAP Consulting, LLC	2	1	0.00%	0.08%	0.12%	Q3 2019	Q4 2021	3
Procyon Advisors, LLC	3	3	0.01%	0.01%	0.02%	Q4 2019	Q2 2020	3
CONNING INC.	3	3	0.14%	0.21%	0.33%	Q2 2020	Q4 2020	3
INGALLS & SNYDER LLC	3	3	0.02%	0.02%	0.02%	Q2 2016	Q4 2016	3
Graypoint LLC	3	3	0.03%	0.03%	0.04%	Q4 2020	Q2 2021	3
Versant Capital Management, Inc	3	3	0.00%	0.00%	0.00%	Q2 2023	Q4 2023	3
STATE STREET CORP	3	3	0.00%	0.00%	0.00%	Q2 2016	Q4 2016	3
Wealth & Pension Services Group, Inc.	3	3	0.16%	0.16%	0.16%	Q1 2019	Q3 2019	3
Headlands Technologies LLC	2	1	0.01%	0.05%	0.11%	Q4 2022	Q3 2023	3
Jane Street Holding, LLC	2	2	0.00%	0.02%	0.05%	Q2 2013	Q3 2013	3
KESTRA PRIVATE WEALTH SERVICES, LLC	3	3	0.01%	0.02%	0.03%	Q1 2023	Q3 2023	3
Parkside Financial Bank & Trust	3	3	0.00%	0.00%	0.00%	Q3 2015	Q1 2016	3
Cape Investment Advisory, Inc.	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Selective Wealth Management, Inc.	3	3	0.00%	0.01%	0.01%	Q1 2022	Q3 2022	3
BB&T SECURITIES, LLC	2	1	0.01%	0.03%	0.05%	Q2 2013	Q4 2015	3
Truehand, Inc	2	1	0.02%	0.03%	0.04%	Q4 2018	Q4 2020	3
CreativeOne Wealth, LLC	2	1	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	3
EXCHANGE TRADED CONCEPTS, LLC	3	3	0.02%	0.02%	0.03%	Q2 2022	Q4 2022	3
Burleson & Company, LLC	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
Financial Engines Advisors L.L.C.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Evolution Wealth Advisors, LLC	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
Kesler, Norman & Wride, LLC	3	3	0.06%	0.32%	0.46%	Q4 2020	Q2 2021	3
Hilltop Holdings Inc.	2	1	0.25%	0.62%	0.96%	Q3 2021	Q2 2023	3
BANK PICTET & CIE (ASIA) LTD	3	3	0.43%	0.96%	1.98%	Q4 2014	Q2 2015	3
FIRST NATIONAL TRUST CO	3	3	0.07%	0.08%	0.08%	Q4 2013	Q2 2014	3
MORRIS FINANCIAL CONCEPTS, INC.	3	3	0.00%	0.00%	0.01%	Q4 2021	Q2 2022	3
Sound Income Strategies, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
TPB WEALTH ADVISORS	3	3	0.10%	0.10%	0.11%	Q2 2022	Q4 2022	3
Detalus Advisors, LLC	3	3	0.59%	0.84%	0.97%	Q1 2023	Q3 2023	3
1900 WEALTH MANAGEMENT LLC	2	1	0.03%	0.23%	0.34%	Q4 2021	Q3 2023	3
Avidian Wealth Solutions, LLC	2	1	0.05%	0.11%	0.20%	Q1 2016	Q2 2022	3
BEL AIR INVESTMENT ADVISORS LLC	2	1	0.01%	0.09%	0.14%	Q2 2013	Q2 2021	3
Acorn Wealth Advisors, LLC	3	3	0.02%	0.02%	0.03%	Q4 2017	Q2 2018	3
McClarren Financial Advisors, Inc.	3	3	0.06%	0.09%	0.11%	Q4 2020	Q2 2021	3
Main Street Financial Solutions, LLC	3	3	0.03%	0.03%	0.03%	Q3 2021	Q1 2022	3
Squar Milner Financial Services LLC	2	1	0.32%	1.25%	1.81%	Q3 2019	Q2 2020	3
Callan Family Office, LLC	3	3	0.25%	0.25%	0.26%	Q1 2023	Q3 2023	3
Mader & Shannon Wealth Management, Inc.	1	1	7.12%	8.62%	10.11%	Q4 2014	Q3 2017	2
Gemmer Asset Management LLC	2	2	0.03%	0.03%	0.03%	Q1 2014	Q2 2014	2
SCOUT INVESTMENTS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	2
AMUSSEN HUNSAKER ASSOCIATES LLC	2	2	0.04%	0.04%	0.04%	Q2 2018	Q3 2018	2
GREENWOOD CAPITAL ASSOCIATES LLC	2	2	0.75%	0.96%	1.18%	Q3 2014	Q4 2014	2
FRONTIER INVESTMENT MGMT CO	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
Private Vista, LLC	1	1	0.06%	0.08%	0.10%	Q4 2019	Q2 2020	2
Per Stirling Capital Management, LLC.	2	2	0.04%	0.04%	0.05%	Q1 2023	Q2 2023	2
Lyons Wealth Management, LLC.	2	2	1.13%	1.27%	1.41%	Q2 2017	Q3 2017	2
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	2
GREENLEAF TRUST	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	2
Prime Capital Investment Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Red Tortoise LLC	1	1	0.34%	0.35%	0.37%	Q3 2021	Q4 2022	2
Independent Portfolio Consultants, Inc.	2	2	0.01%	0.01%	0.01%	Q2 2014	Q3 2014	2
Sandy Cove Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Main Management LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
VitalStone Financial, LLC	2	2	0.00%	2.99%	5.98%	Q4 2022	Q1 2023	2
WEALTHFRONT Corp	1	1	0.00%	0.00%	0.00%	Q4 2014	Q2 2015	2
HERITAGE WEALTH MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q3 2022	Q4 2022	2
Pathway Financial Advisors LLC	2	2	0.01%	0.01%	0.01%	Q4 2017	Q1 2018	2
SII INVESTMENTS INC/WI	2	2	0.02%	0.04%	0.06%	Q3 2017	Q4 2017	2
COWEN AND COMPANY, LLC	2	2	0.11%	0.11%	0.12%	Q4 2021	Q1 2022	2
Grant Street Asset Management, Inc.	2	2	0.06%	0.07%	0.07%	Q4 2020	Q1 2021	2
WPWealth LLP	2	2	0.19%	0.22%	0.26%	Q2 2023	Q3 2023	2
GeoWealth Management, LLC	2	2	0.02%	0.15%	0.28%	Q4 2021	Q1 2022	2
Madison Asset Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Wellesley Investment Partners, LLC	2	2	0.09%	0.09%	0.09%	Q3 2019	Q4 2019	2
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.05%	0.10%	Q3 2017	Q3 2020	2
Providence First Trust Co	2	2	1.17%	1.18%	1.20%	Q2 2023	Q3 2023	2
Lumina Fund Management LLC	2	2	0.59%	0.70%	0.82%	Q4 2015	Q1 2016	2
Sage Mountain Advisors LLC	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q4 2022	2
NORTHWEST WEALTH MANAGEMENT, LLC	2	2	0.02%	0.02%	0.02%	Q1 2018	Q2 2018	2
Intercontinental Wealth Advisors, LLC	2	2	0.06%	0.06%	0.06%	Q1 2023	Q2 2023	2
HANCOCK WHITNEY CORP	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
IFG Advisory, LLC	2	2	0.04%	0.04%	0.04%	Q3 2019	Q4 2019	2
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Twin Tree Management, LP	1	1	0.13%	0.17%	0.20%	Q1 2020	Q1 2020	2
FURE FINANCIAL CORP	2	2	0.00%	1.75%	3.49%	Q3 2021	Q4 2021	2
Live Oak Private Wealth LLC	2	2	0.05%	0.05%	0.05%	Q3 2022	Q4 2022	2
REGENTATLANTIC CAPITAL LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
AlphaQ Advisors LLC	1	1	0.15%	0.17%	0.18%	Q4 2022	Q2 2023	2
CABANA LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	2
Jacobi Capital Management LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Stonehage Fleming Financial Services Holdings Ltd	2	2	0.04%	0.04%	0.04%	Q1 2016	Q2 2016	2
DecisionPoint Financial, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Carroll Financial Associates, Inc.	1	1	0.00%	0.00%	0.01%	Q4 2016	Q4 2021	2
Hoxton Financial, Inc.	2	2	5.58%	5.66%	5.74%	Q4 2014	Q1 2015	2
TOWNSQUARE CAPITAL LLC	2	2	0.01%	0.02%	0.02%	Q2 2023	Q3 2023	2
Arkadios Wealth Advisors	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
Fifth Third Wealth Advisors LLC	2	2	0.09%	0.10%	0.10%	Q3 2023	Q4 2023	2
Center for Financial Planning, Inc.	2	2	0.02%	0.03%	0.05%	Q4 2019	Q1 2020	2
Roof Eidam Maycock Peralta, LLC	2	2	3.30%	3.37%	3.44%	Q2 2023	Q3 2023	2
Bay Harbor Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
GROUP ONE TRADING, L.P.	1	1	0.00%	0.00%	0.00%	Q1 2017	Q2 2023	2
Joseph P. Lucia & Associates, LLC	2	2	0.01%	0.01%	0.01%	Q1 2022	Q2 2022	2
ForthRight Wealth Management, LLC	1	1	0.00%	0.06%	0.12%	Q4 2020	Q4 2021	2
Diversified Trust Co	2	2	0.02%	0.02%	0.02%	Q3 2023	Q4 2023	2
Aspire Private Capital, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
TimeScale Financial, Inc.	2	2	0.04%	0.05%	0.05%	Q1 2023	Q2 2023	2
Spearhead Capital Advisors, LLC	2	2	0.12%	0.17%	0.21%	Q3 2019	Q4 2019	2
ALPS ADVISORS INC	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
Bangor Savings Bank	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
GUIDANCE CAPITAL, INC	2	2	0.14%	0.14%	0.14%	Q2 2023	Q3 2023	2
Holistic Financial Partners	2	2	0.09%	0.09%	0.10%	Q4 2017	Q1 2018	2
Glovista Investments LLC	2	2	0.88%	1.34%	1.80%	Q1 2014	Q2 2014	2
Alpine Global Management, LLC	1	1	0.06%	0.15%	0.25%	Q1 2018	Q1 2023	2
TCI Wealth Advisors, Inc.	2	2	0.00%	0.01%	0.02%	Q4 2022	Q1 2023	2
Summit Financial, LLC	2	2	0.16%	0.16%	0.16%	Q2 2023	Q3 2023	2
WINTRUST INVESTMENTS LLC	1	1	0.06%	0.08%	0.10%	Q4 2016	Q2 2017	2
Signator Financial Services, Inc.	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
TRUST CO OF VIRGINIA /VA	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
MKP Capital Management, L.L.C.	1	1	16.80%	58.40%	100.00%	Q1 2015	Q3 2015	2
Alaska Permanent Capital Management	2	2	0.99%	2.68%	4.37%	Q2 2013	Q3 2013	2
Global Wealth Management Investment Advisory, Inc.	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
ARGI Investment Services, LLC	1	1	0.04%	0.08%	0.11%	Q1 2022	Q3 2022	2
Lenox Wealth Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
NATIONAL PLANNING CORP	1	1	0.01%	0.03%	0.05%	Q2 2014	Q4 2014	2
New England Private Wealth Advisors LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Alerus Investment Advisors Corp	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
McNamara Financial Services, Inc.	1	1	0.02%	2.78%	5.54%	Q4 2014	Q1 2016	2
St. Louis Trust Co	2	2	0.35%	0.36%	0.36%	Q2 2023	Q3 2023	2
Professional Financial Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
DAVENPORT & Co LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q2 2023	2
EXANE DERIVATIVES	2	2	0.14%	0.23%	0.32%	Q1 2022	Q2 2022	2
Cherry Tree Wealth Management, LLC	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
GUARDIAN WEALTH ADVISORS, LLC / NC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q1 2023	2
Savant Capital, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
WJ Wealth Management, LLC	2	2	6.08%	6.32%	6.56%	Q2 2023	Q3 2023	2
FLAGSTAR ADVISORS INC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2022	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.06%	0.06%	0.06%	Q4 2014	Q1 2015	2
Calamos Wealth Management LLC	2	2	0.34%	0.35%	0.37%	Q4 2016	Q1 2017	2
Gupta Wealth Management LLC	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
BBVA USA	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
OLD MISSION CAPITAL LLC	1	1	0.03%	0.04%	0.05%	Q4 2015	Q2 2020	2
Tilson Financial Group, Inc.	2	2	0.18%	0.19%	0.19%	Q4 2022	Q1 2023	2
Allegis Investment Advisors, LLC	1	1	0.26%	0.48%	0.71%	Q2 2016	Q2 2017	2
MARINER INDEPENDENT ADVISOR NETWORK, LLC	1	1	0.12%	3.62%	7.11%	Q4 2015	Q1 2017	2
Francis Financial, Inc.	2	2	0.49%	0.49%	0.49%	Q4 2017	Q1 2018	2
UMB Bank, n.a.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Orbitronix, LP	1	1	0.35%	0.62%	0.89%	Q2 2014	Q3 2016	2
Calamos Advisors LLC	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
MASSMUTUAL TRUST CO FSB/ADV	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
XML SECURITIES, LLC	2	2	1.16%	6.58%	11.99%	Q4 2017	Q1 2018	2
Aveo Capital Partners, LLC	2	2	0.92%	0.92%	0.92%	Q2 2023	Q3 2023	2
LAZARD ASSET MANAGEMENT LLC	1	1	0.00%	0.01%	0.03%	Q2 2014	Q4 2014	2
Fund Evaluation Group, LLC	2	2	0.31%	0.34%	0.36%	Q2 2013	Q3 2013	2
Foundations Investment Advisors, LLC	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
NINE MASTS CAPITAL Ltd	1	1	0.01%	0.02%	0.02%	Q3 2018	Q3 2018	2
Belpointe Asset Management LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
Smith & Howard Wealth Management, LLC	2	2	0.01%	0.01%	0.01%	Q3 2013	Q4 2013	2
Choate Investment Advisors	1	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	2
Gerber Kawasaki Wealth & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
STAPP WEALTH MANAGEMENT, PLLC	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
Vontobel Holding Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
GREAT VALLEY ADVISOR GROUP, INC.	1	1	2.06%	2.06%	2.06%	Q4 2018	Q4 2018	1
Sharkey, Howes & Javer	1	1	0.03%	0.03%	0.03%	Q4 2016	Q4 2016	1
LITTLE HOUSE CAPITAL LLC	1	1	0.08%	0.08%	0.08%	Q1 2019	Q1 2019	1
TOTAL INVESTMENT MANAGEMENT INC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
PFG Investments, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Pension Partners, LLC	1	1	25.57%	25.57%	25.57%	Q3 2014	Q3 2014	1
1834 INVESTMENT ADVISORS CO	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
BOS Asset Management, LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
ALBION FINANCIAL GROUP /UT	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
United Community Bank	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Jefferies Group LLC	1	1	0.18%	0.18%	0.18%	Q3 2015	Q3 2015	1
DRW Securities, LLC	1	1	0.03%	0.03%	0.03%	Q3 2013	Q3 2013	1
CORRADO ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
SUMIT CAPITAL, LLC	1	1	1.31%	1.31%	1.31%	Q4 2013	Q4 2013	1
WestHill Financial Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Proficio Capital Partners LLC	1	1	1.04%	1.04%	1.04%	Q3 2021	Q3 2021	1
HUTCHENS INVESTMENT MANAGEMENT INC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Pointe Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Heritage Financial Services, LLC	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
Horst & Graben Wealth Management LLC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
DIVIDEND ASSETS CAPITAL, LLC	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Folger Hill Asset Management LP	1	1	1.04%	1.04%	1.04%	Q2 2016	Q2 2016	1
Wealth Enhancement & Preservation of GA, LLC	1	1	4.38%	4.38%	4.38%	Q4 2021	Q4 2021	1
FLC Capital Advisors	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
THOROUGHBRED FINANCIAL SERVICES, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Andrew Hill Investment Advisors, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
MATHER GROUP, LLC.	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
KICKSTAND VENTURES, LLC.	1	1	1.58%	1.58%	1.58%	Q3 2023	Q3 2023	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.17%	0.17%	0.17%	Q3 2016	Q3 2016	1
LEVITT CAPITAL MANAGEMENT LLC	1	1	3.72%	3.72%	3.72%	Q2 2014	Q2 2014	1
Affinity Capital Advisors, LLC	1	1	0.34%	0.34%	0.34%	Q3 2023	Q3 2023	1
Blueshift Asset Management, LLC	1	1	0.07%	0.07%	0.07%	Q3 2020	Q3 2020	1
Hayden Royal, LLC	1	1	0.23%	0.23%	0.23%	Q4 2018	Q4 2018	1
Guardian Wealth Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q1 2021	Q1 2021	1
MONUMENTAL FINANCIAL GROUP INC.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
SILVER OAK SECURITIES, INCORPORATED	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
BIP Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
CENTAURUS FINANCIAL, INC.	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Truadvice, LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Conversant Capital LLC	1	1	5.96%	5.96%	5.96%	Q1 2023	Q1 2023	1
Mystic Asset Management, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Avantax Planning Partners, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
FNY Investment Advisers, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Haverford Trust Co	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Lido Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q2 2022	Q2 2022	1
TRANSCEND CAPITAL ADVISORS, LLC	1	1	0.12%	0.12%	0.12%	Q2 2022	Q2 2022	1
SOCIETE GENERALE	1	1	0.03%	0.03%	0.03%	Q2 2016	Q2 2016	1
Perella Weinberg Partners Capital Management LP	1	1	3.04%	3.04%	3.04%	Q3 2014	Q3 2014	1
Winfield Associates, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
Ascension Asset Management LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
Compagnie Lombard Odier SCmA	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
RITTER DANIHER FINANCIAL ADVISORY LLC	1	1	0.11%	0.11%	0.11%	Q1 2022	Q1 2022	1
Delek Group, Ltd.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
RiverFront Investment Group, LLC	1	1	5.32%	5.32%	5.32%	Q1 2011	Q1 2011	1
FULTON BANK, N.A.	1	1	0.04%	0.04%	0.04%	Q2 2018	Q2 2018	1
DWM Financial Group, Inc.	1	1	4.58%	4.58%	4.58%	Q1 2020	Q1 2020	1
Vigilant Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Brevan Howard Capital Management LP	1	1	2.48%	2.48%	2.48%	Q1 2014	Q1 2014	1
Advisor Resource Council	1	1	0.71%	0.71%	0.71%	Q4 2021	Q4 2021	1
Palisades Hudson Asset Management, L.P.	1	1	0.15%	0.15%	0.15%	Q2 2017	Q2 2017	1
Advisors Preferred, LLC	1	1	0.80%	0.80%	0.80%	Q4 2015	Q4 2015	1
Retirement Group, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Bartlett & Co. LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Global Trust Asset Management, LLC	1	1	0.30%	0.30%	0.30%	Q1 2022	Q1 2022	1
Venture Visionary Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Safeguard Financial, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
ARS Wealth Advisors Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Camarda Financial Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
BECK CAPITAL MANAGEMENT, LLC	1	1	0.14%	0.14%	0.14%	Q4 2015	Q4 2015	1
JNBA Financial Advisors	1	1	2.48%	2.48%	2.48%	Q3 2016	Q3 2016	1
American Financial Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Atlantic Union Bankshares Corp	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
PEDDOCK CAPITAL ADVISORS, LLC	1	1	0.11%	0.11%	0.11%	Q1 2023	Q1 2023	1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	1	1	0.19%	0.19%	0.19%	Q2 2020	Q2 2020	1
CASPIAN CAPITAL LP	1	1	42.56%	42.56%	42.56%	Q2 2016	Q2 2016	1
Verum Partners LLC	1	1	0.42%	0.42%	0.42%	Q3 2023	Q3 2023	1
FIRST MERCHANTS CORP	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
WESPAC Advisors, LLC	1	1	1.29%	1.29%	1.29%	Q4 2014	Q4 2014	1
Blue Sky Asset Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
Centerpoint Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Resurgent Financial Advisors LLC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
Voss Capital, LLC	1	1	0.96%	0.96%	0.96%	Q4 2019	Q4 2019	1
GTS SECURITIES LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
tru Independence LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
IAG Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Pekin Hardy Strauss, Inc.	1	1	0.27%	0.27%	0.27%	Q4 2014	Q4 2014	1
Flaharty Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
INVESTMENT CENTERS OF AMERICA INC	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
Power Corp of Canada	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Adams Wealth Management	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
CAZENOVE CAPITAL MANAGEMENT LTD	1	1	0.03%	0.03%	0.03%	Q2 2013	Q2 2013	1
Stonehage Fleming (UK) Ltd	1	1	0.24%	0.24%	0.24%	Q4 2015	Q4 2015	1
Osborn Williams & Donohoe LLC	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Icon Wealth Partners, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Clearwater Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
TCTC Holdings, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Kalos Management, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2015	Q4 2015	1
Next Level Private LLC	1	1	0.17%	0.17%	0.17%	Q2 2022	Q2 2022	1
Principle Wealth Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Carolina Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Stone House Investment Management, LLC	1	1	0.22%	0.22%	0.22%	Q4 2016	Q4 2016	1
JT Stratford LLC	1	1	0.22%	0.22%	0.22%	Q3 2023	Q3 2023	1
MIDWEST INVESTMENT MANAGEMENT LLC	1	1	0.17%	0.17%	0.17%	Q4 2013	Q4 2013	1
Penserra Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Family Management Corp	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Thor Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
COMERICA SECURITIES,INC.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
ASSOCIATED BANC-CORP	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Clal Insurance Enterprises Holdings Ltd	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
NBC SECURITIES, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Sage Advisory Services, Ltd.Co.	1	1	12.76%	12.76%	12.76%	Q2 2013	Q2 2013	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
TITLEIST CAPITAL, LLC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
Private Wealth Partners, LLC	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
QCI ASSET MANAGEMENT INC/NY	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
SMITH SHELLNUT WILSON LLC /ADV	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
MGO ONE SEVEN LLC	1	1	0.30%	0.30%	0.30%	Q1 2023	Q1 2023	1
Institute for Wealth Management, LLC.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
AlphaStar Capital Management, LLC	1	1	3.16%	3.16%	3.16%	Q2 2017	Q2 2017	1
J2 Capital Management Inc	1	1	1.90%	1.90%	1.90%	Q3 2023	Q3 2023	1
ANGELES WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Compton Wealth Advisory Group, LLC	1	1	0.47%	0.47%	0.47%	Q4 2022	Q4 2022	1
Sargent Bickham Lagudis LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
EUDAIMONIA ADVISORS LLC	1	1	0.86%	0.86%	0.86%	Q1 2023	Q1 2023	1
EXENCIAL WEALTH ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q1 2013	Q1 2013	1
BlackRock Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
CORNERCAP INVESTMENT COUNSEL INC	1	1	0.19%	0.19%	0.19%	Q1 2022	Q1 2022	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Windsor Wealth Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Zions Bancorporation, N.A.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Shamrock Asset Management LLC	1	1	0.19%	0.19%	0.19%	Q1 2016	Q1 2016	1
CastleKnight Management LP	1	1	6.88%	6.88%	6.88%	Q4 2021	Q4 2021	1
HBK Sorce Advisory LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
KPP Advisory Services LLC	1	1	0.62%	0.62%	0.62%	Q3 2023	Q3 2023	1
Samalin Investment Counsel, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Faithward Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
CETERA INVESTMENT MANAGEMENT LLC	1	1	1.61%	1.61%	1.61%	Q4 2015	Q4 2015	1
Ausdal Financial Partners, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
OLD MISSION CAPITAL, LLC	1	1	0.02%	0.02%	0.02%	Q4 2016	Q4 2016	1
COUNTRY TRUST BANK	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Maven Securities LTD	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
MKT Advisors LLC	1	1	0.31%	0.31%	0.31%	Q2 2022	Q2 2022	1
Lombard Odier Asset Management (USA) Corp	1	1	2.57%	2.57%	2.57%	Q4 2016	Q4 2016	1
WealthShield Partners, LLC	1	1	0.28%	0.28%	0.28%	Q4 2022	Q4 2022	1
Meridian Wealth Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
SUTTON PLACE INVESTORS LLC	1	1	0.58%	0.58%	0.58%	Q3 2023	Q3 2023	1
Kavar Capital Partners, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Mathes Company, Inc.	1	1	0.18%	0.18%	0.18%	Q4 2014	Q4 2014	1
Activest Wealth Management	1	1	5.46%	5.46%	5.46%	Q2 2023	Q2 2023	1
Disciplined Investments, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
KANALY TRUST CO	1	1	0.14%	0.14%	0.14%	Q2 2013	Q2 2013	1
Verition Fund Management LLC	1	1	0.10%	0.10%	0.10%	Q3 2015	Q3 2015	1
TDAM USA INC.	1	1	0.19%	0.19%	0.19%	Q3 2013	Q3 2013	1
CAHILL FINANCIAL ADVISORS INC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Ergoteles LLC	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
DFPG INVESTMENTS, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
MISSION WEALTH MANAGEMENT, LP	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Tradeworx Inc.	1	1	0.11%	0.11%	0.11%	Q2 2013	Q2 2013	1
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	1	1	0.26%	0.26%	0.26%	Q1 2016	Q1 2016	1
Apriem Advisors	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Curi Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
SOLARIS ASSET MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Western Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
KILEY JUERGENS WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Voya Financial Advisors, Inc.	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
Alpine Partners USVI, LLC	1	1	2.35%	2.35%	2.35%	Q2 2013	Q2 2013	1
Indiana Trust & Investment Management CO	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
Sciencast Management LP	1	1	0.13%	0.13%	0.13%	Q3 2017	Q3 2017	1
Buttonwood Financial Group, LLC	1	1	7.76%	7.76%	7.76%	Q2 2022	Q2 2022	1
Betterment LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Paradigm, Strategies in Wealth Management, LLC	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
INVESTMENT PARTNERS, LTD.	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
Trilogy Capital Inc.	1	1	0.18%	0.18%	0.18%	Q3 2022	Q3 2022	1
McElhenny Sheffield Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Stegent Equity Advisors, Inc.	1	1	0.55%	0.55%	0.55%	Q1 2022	Q1 2022	1
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Cornerstone Advisory, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
ADVISOR PARTNERS II, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
Abundance Wealth Counselors	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
WRAPMANAGER INC	1	1	0.16%	0.16%	0.16%	Q4 2022	Q4 2022	1
Ahrens Investment Partners LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
FIRST FINANCIAL CORP /IN/	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TOCQUEVILLE ASSET MANAGEMENT L.P.	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
ISTHMUS PARTNERS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
KRS Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
RVW Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Oxler Private Wealth LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
CORBETT ROAD CAPITAL MANAGEMENT, LLC	1	1	2.38%	2.38%	2.38%	Q2 2022	Q2 2022	1
ABNER HERRMAN & BROCK LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Waterloo Capital, L.P.	1	1	0.30%	0.30%	0.30%	Q2 2023	Q2 2023	1
NORTHWESTERN MUTUAL LIFE INSURANCE CO	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Perennial Investment Advisors, LLC	1	1	0.17%	0.17%	0.17%	Q4 2019	Q4 2019	1
STONNINGTON GROUP, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Independent Advisor Alliance	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	7.57%	7.57%	7.57%	Q1 2015	Q1 2015	1
Ascent Group, LLC	1	1	0.34%	0.34%	0.34%	Q3 2023	Q3 2023	1
Park Place Capital Corp	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
CLEAR INVESTMENT RESEARCH, LLC	1	1	0.16%	0.16%	0.16%	Q2 2022	Q2 2022	1
QUANTRES ASSET MANAGEMENT Ltd	1	1	1.48%	1.48%	1.48%	Q2 2014	Q2 2014	1
Tri-Star Advisors Inc.	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Lindbrook Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Berman Capital Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q1 2020	Q1 2020	1
PVG ASSET MANAGEMENT CORP	1	1	2.01%	2.01%	2.01%	Q4 2018	Q4 2018	1
Brouwer & Janachowski, LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Derbend Asset Management	1	1	0.38%	0.38%	0.38%	Q3 2023	Q3 2023	1
Fortitude Advisory Group L.L.C.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Financial Gravity Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1

External links

• Fintwit
• Finviz
• Yahoo Finance
• YCharts
• Stratosphere.io
• Earnings call transcripts

This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.