• DVY 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	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	119
JANE STREET GROUP, LLC	39	39	0.00%	0.02%	0.21%	Q1 2014	Q3 2023	92
Citadel Advisors	29	2	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	88
BARCLAYS PLC	28	1	0.00%	0.00%	0.01%	Q2 2013	Q2 2023	83
Cutler Group LLC / CA	32	32	0.00%	0.02%	0.26%	Q4 2015	Q3 2023	74
Walleye Trading LLC	19	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	64
HUNTINGTON NATIONAL BANK	59	59	0.01%	0.14%	0.40%	Q1 2009	Q3 2023	64
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.13%	0.28%	Q2 2013	Q3 2023	54
DONALDSON CAPITAL MANAGEMENT, LLC	53	53	0.01%	0.12%	0.26%	Q3 2010	Q3 2023	53
Arbor Investment Advisors, LLC	52	52	0.06%	0.26%	0.55%	Q4 2010	Q3 2023	52
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.01%	0.03%	Q1 2012	Q3 2023	50
UBS Group AG	36	36	0.00%	0.05%	0.14%	Q4 2014	Q3 2023	49
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.14%	0.23%	Q2 2013	Q3 2023	48
MUFG Americas Holdings Corp	48	48	0.05%	0.25%	0.47%	Q4 2010	Q3 2022	48
Zhang Financial LLC	47	47	0.21%	1.11%	1.79%	Q1 2012	Q3 2023	47
HSBC HOLDINGS PLC	47	47	0.00%	0.01%	0.02%	Q1 2012	Q3 2023	47
Rehmann Capital Advisory Group	28	1	0.06%	0.20%	0.44%	Q2 2011	Q3 2023	46
NWAM LLC	32	13	0.04%	0.77%	2.41%	Q2 2012	Q3 2023	45
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.18%	2.66%	6.18%	Q3 2012	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.01%	0.03%	Q4 2012	Q3 2023	44
TCI Wealth Advisors, Inc.	44	44	0.16%	1.16%	2.83%	Q4 2012	Q3 2023	44
CITIGROUP INC	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	44
Capital Analysts, LLC	44	44	0.12%	0.39%	0.57%	Q4 2012	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	0.18%	0.61%	0.94%	Q4 2012	Q3 2023	44
CPWM, LLC	44	44	0.17%	0.46%	1.75%	Q4 2011	Q3 2022	44
FULTON BANK, N.A.	43	43	0.05%	0.11%	0.18%	Q2 2013	Q4 2023	43
Parallax Volatility Advisers, L.P.	24	1	0.00%	0.00%	0.03%	Q3 2013	Q2 2021	43
First Horizon Advisors, Inc.	43	43	0.10%	0.18%	0.45%	Q1 2013	Q3 2023	43
Stelac Advisory Services LLC	42	1	0.77%	3.92%	7.69%	Q4 2012	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.17%	0.29%	0.46%	Q1 2013	Q3 2023	43
COMMERCE BANK	43	43	0.23%	0.46%	0.68%	Q1 2013	Q3 2023	43
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.00%	0.11%	0.30%	Q2 2013	Q3 2023	43
ROYAL BANK OF CANADA	42	42	0.00%	0.05%	0.09%	Q2 2013	Q3 2023	43
Veritable, L.P.	43	43	0.14%	0.33%	0.49%	Q4 2012	Q2 2023	43
Montecito Bank & Trust	43	43	0.12%	0.46%	1.04%	Q2 2013	Q4 2023	43
DUMONT & BLAKE INVESTMENT ADVISORS LLC	41	41	0.01%	2.87%	3.76%	Q3 2013	Q3 2023	43
PARK NATIONAL CORP /OH/	43	43	0.07%	0.15%	0.37%	Q2 2013	Q4 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.12%	0.25%	0.50%	Q1 2013	Q3 2023	43
US BANCORP \DE\	42	42	0.25%	0.52%	0.72%	Q2 2013	Q3 2023	42
FRANKLIN STREET ADVISORS INC /NC	42	42	0.14%	0.23%	0.32%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.25%	0.47%	0.75%	Q2 2013	Q3 2023	42
Vantage Investment Partners, LLC	42	42	0.02%	1.14%	6.64%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	42
WEATHERLY ASSET MANAGEMENT L. P.	42	42	0.06%	0.88%	2.44%	Q2 2013	Q3 2023	42
Oxbow Advisors, LLC	42	42	0.35%	0.73%	1.66%	Q2 2013	Q3 2023	42
Edge Wealth Management LLC	42	42	0.00%	0.12%	0.61%	Q2 2013	Q3 2023	42
NORTHWEST INVESTMENT COUNSELORS, LLC	42	42	0.06%	0.27%	0.96%	Q2 2013	Q3 2023	42
WealthTrust Axiom LLC	42	42	0.10%	0.23%	0.29%	Q2 2013	Q3 2023	42
LBMC INVESTMENT ADVISORS, LLC	42	42	2.44%	3.19%	3.98%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.03%	0.38%	0.90%	Q2 2013	Q3 2023	42
ICONIQ Capital, LLC	41	1	0.00%	0.71%	3.69%	Q1 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.20%	0.38%	0.58%	Q2 2013	Q3 2023	42
NEW SOUTH CAPITAL MANAGEMENT INC	42	42	0.05%	0.06%	0.10%	Q2 2013	Q3 2023	42
PATTEN & PATTEN INC/TN	42	42	0.06%	0.09%	0.22%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.02%	0.03%	0.05%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.11%	0.27%	0.99%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	0.06%	0.12%	0.21%	Q2 2013	Q3 2023	42
PRIO WEALTH LIMITED PARTNERSHIP	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.05%	0.11%	0.40%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.12%	0.27%	0.40%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.05%	0.09%	0.14%	Q2 2013	Q3 2023	42
AMARILLO NATIONAL BANK	42	42	1.35%	2.50%	4.07%	Q2 2013	Q3 2023	42
Financial Architects, Inc	36	4	0.02%	0.92%	2.03%	Q2 2013	Q2 2023	42
Twele Capital Management, Inc.	42	42	0.06%	2.13%	4.15%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.09%	0.21%	0.39%	Q2 2013	Q3 2023	42
ADIRONDACK TRUST CO	42	42	0.02%	0.09%	0.22%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.02%	0.07%	0.15%	Q2 2013	Q3 2023	42
EXENCIAL WEALTH ADVISORS, LLC	34	8	0.02%	0.22%	0.51%	Q1 2013	Q3 2023	42
Jaffetilchin Investment Partners, LLC	42	42	0.05%	0.23%	1.43%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.11%	0.36%	0.91%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.04%	0.06%	0.09%	Q2 2013	Q3 2023	42
TORONTO DOMINION BANK	25	17	0.00%	0.00%	0.01%	Q1 2013	Q3 2023	42
WADE G W & INC	42	42	1.28%	3.41%	8.44%	Q2 2013	Q3 2023	42
NORTHSTAR ASSET MANAGEMENT Co LLC	42	42	0.08%	0.19%	0.34%	Q2 2013	Q3 2023	42
NEW ENGLAND ASSET MANAGEMENT INC	42	42	0.09%	0.47%	3.29%	Q2 2013	Q3 2023	42
CapWealth Advisors, LLC	42	42	0.06%	0.22%	0.37%	Q2 2013	Q3 2023	42
Marquette Asset Management, LLC	42	42	0.08%	1.27%	2.22%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.04%	0.11%	Q2 2013	Q3 2023	42
LEAVELL INVESTMENT MANAGEMENT, INC.	42	42	0.03%	0.07%	0.10%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	0.90%	1.54%	2.24%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.34%	0.43%	0.54%	Q2 2013	Q3 2023	42
FIRST FINANCIAL CORP /IN/	42	42	0.08%	0.16%	0.25%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
CAMBRIDGE TRUST CO	42	42	0.02%	0.07%	0.17%	Q2 2013	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.04%	0.15%	0.28%	Q2 2013	Q3 2023	42
FIRST MANHATTAN CO. LLC.	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Valmark Advisers, Inc.	42	42	0.01%	0.16%	0.51%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.09%	0.24%	0.42%	Q2 2013	Q3 2023	42
HOWLAND CAPITAL MANAGEMENT LLC	42	42	0.14%	0.32%	0.61%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.04%	0.07%	0.09%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.26%	0.51%	0.76%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.02%	0.03%	0.09%	Q2 2013	Q3 2023	42
WEDBUSH SECURITIES INC	42	42	0.05%	0.15%	0.44%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	0.45%	1.51%	4.66%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.12%	0.42%	0.83%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.06%	0.08%	0.12%	Q2 2013	Q3 2023	42
COLONY GROUP LLC	42	42	0.01%	0.06%	0.15%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.03%	0.50%	1.11%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.03%	0.20%	0.84%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.36%	0.90%	1.46%	Q2 2013	Q3 2023	42
Bangor Savings Bank	42	42	0.04%	0.17%	0.43%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.05%	0.16%	0.34%	Q2 2013	Q3 2023	42
SMITH CHAS P & ASSOCIATES PA CPAS	42	42	0.03%	0.10%	0.18%	Q2 2013	Q3 2023	42
Rathbones Group PLC	42	42	0.04%	0.19%	0.43%	Q2 2013	Q3 2023	42
MCF Advisors LLC	35	7	0.00%	0.03%	0.07%	Q1 2013	Q3 2023	42
Private Capital Advisors, Inc.	42	42	0.39%	0.61%	0.84%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.02%	0.05%	0.10%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.04%	0.07%	0.13%	Q2 2013	Q3 2023	42
AlphaMark Advisors, LLC	42	42	0.03%	0.08%	0.14%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	0.69%	1.78%	3.15%	Q2 2013	Q3 2023	42
Cypress Capital Group	42	42	0.16%	0.46%	0.70%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	42	42	3.79%	4.72%	5.48%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.02%	0.04%	0.08%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.26%	0.42%	1.02%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.11%	0.18%	0.26%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.01%	0.02%	0.07%	Q2 2013	Q3 2023	42
GOULD ASSET MANAGEMENT LLC /CA/	42	42	0.24%	0.58%	0.90%	Q2 2013	Q3 2023	42
Johnson Financial Group, Inc.	42	42	0.03%	0.23%	0.56%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	0.56%	1.59%	4.35%	Q2 2013	Q3 2023	42
Ledyard National Bank	42	42	0.10%	0.36%	0.76%	Q2 2013	Q3 2023	42
CAPITAL CITY TRUST CO/FL	42	42	0.11%	0.16%	0.27%	Q2 2013	Q3 2023	42
MOTCO	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.01%	0.05%	0.12%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.04%	0.07%	0.13%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.03%	0.06%	0.16%	Q2 2013	Q3 2023	42
WEBSTER BANK, N. A.	42	42	0.03%	0.14%	0.22%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.04%	0.07%	0.11%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	2.26%	3.04%	3.80%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.01%	0.08%	0.20%	Q2 2013	Q3 2023	42
FIRST NATIONAL TRUST CO	42	42	0.06%	0.17%	0.32%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.24%	0.44%	0.64%	Q2 2013	Q3 2023	42
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	42	42	0.16%	0.74%	1.30%	Q2 2013	Q3 2023	42
ST GERMAIN D J CO INC	39	3	0.01%	0.06%	0.11%	Q2 2013	Q4 2023	42
B. Riley Wealth Advisors, Inc.	42	42	0.05%	0.60%	1.33%	Q2 2013	Q3 2023	42
MARIETTA INVESTMENT PARTNERS LLC	42	42	0.23%	0.30%	0.41%	Q2 2013	Q3 2023	42
Hilltop Holdings Inc.	42	42	0.10%	0.53%	1.85%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.02%	0.04%	0.10%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.08%	0.12%	0.16%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.35%	0.62%	1.29%	Q2 2013	Q3 2023	42
Portland Global Advisors LLC	42	42	0.13%	0.53%	1.43%	Q2 2013	Q3 2023	42
Edgewood Management	42	42	0.01%	0.03%	0.10%	Q2 2013	Q3 2023	42
FIRST UNITED BANK & TRUST	42	42	1.63%	2.62%	3.98%	Q2 2013	Q3 2023	42
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42	42	1.43%	3.61%	6.90%	Q2 2013	Q3 2023	42
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	42	42	0.05%	0.09%	0.15%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	0.06%	0.09%	0.12%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.11%	1.03%	2.38%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.04%	0.12%	0.20%	Q2 2013	Q3 2023	42
Narwhal Capital Management	42	42	0.17%	0.33%	0.47%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.02%	0.08%	0.16%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.20%	0.37%	0.62%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.00%	0.01%	0.02%	Q2 2013	Q4 2023	42
Allworth Financial LP	42	42	0.02%	0.56%	1.80%	Q2 2013	Q3 2023	42
LS Investment Advisors, LLC	42	42	0.05%	0.11%	0.30%	Q2 2013	Q3 2023	42
FIRST AMERICAN TRUST, FSB	42	42	0.33%	2.89%	5.87%	Q2 2013	Q3 2023	42
JAG CAPITAL MANAGEMENT, LLC	41	41	0.04%	0.12%	0.27%	Q3 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.04%	0.06%	0.12%	Q2 2013	Q3 2023	41
CAPTRUST FINANCIAL ADVISORS	29	12	0.04%	0.22%	0.68%	Q2 2013	Q3 2023	41
EP Wealth Advisors, LLC	41	41	0.01%	0.05%	0.13%	Q3 2013	Q3 2023	41
Triangle Securities Wealth Management	31	10	0.16%	0.36%	1.16%	Q2 2013	Q3 2023	41
ORLEANS CAPITAL MANAGEMENT CORP/LA	27	14	0.16%	0.36%	1.05%	Q2 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.03%	0.06%	0.13%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.00%	0.02%	0.06%	Q2 2013	Q2 2023	41
GLENMEDE TRUST CO NA	21	20	0.09%	0.13%	0.27%	Q2 2013	Q3 2023	41
Gradient Investments LLC	24	17	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	41
VICUS CAPITAL	41	41	0.03%	0.48%	1.95%	Q3 2013	Q3 2023	41
Raymond James Financial Services Advisors, Inc.	27	14	0.07%	0.25%	0.71%	Q2 2013	Q3 2023	41
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	41	41	0.00%	0.02%	0.04%	Q3 2013	Q3 2023	41
M&T BANK CORP	26	15	0.01%	0.22%	0.52%	Q2 2013	Q3 2023	41
FRANKLIN RESOURCES INC	38	3	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
CENTRAL TRUST Co	39	2	0.00%	0.04%	0.07%	Q2 2013	Q3 2023	41
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	40	1	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	41
OPTIMUM INVESTMENT ADVISORS	34	7	0.30%	0.85%	1.24%	Q3 2013	Q4 2023	41
Advisory Services Network, LLC	27	14	0.24%	1.24%	7.22%	Q2 2013	Q3 2023	41
ALBION FINANCIAL GROUP /UT	31	10	0.04%	0.24%	0.48%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.55%	0.87%	1.12%	Q2 2013	Q3 2023	41
HM PAYSON & CO	22	19	0.02%	0.06%	0.34%	Q2 2013	Q3 2023	41
Choate Investment Advisors	21	20	0.02%	0.08%	0.16%	Q2 2013	Q3 2023	41
Capital Investment Advisors, LLC	41	41	0.43%	1.61%	3.27%	Q4 2013	Q4 2023	41
BANK OF MONTREAL /CAN/	39	2	0.01%	0.12%	0.40%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.02%	0.19%	0.67%	Q3 2013	Q3 2023	41
West Oak Capital, LLC	23	18	0.04%	0.06%	0.08%	Q2 2013	Q3 2023	41
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	41	41	0.02%	0.03%	0.06%	Q3 2013	Q3 2023	41
BERKSHIRE ASSET MANAGEMENT LLC/PA	35	6	0.06%	0.22%	1.02%	Q2 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.14%	0.33%	0.54%	Q3 2013	Q3 2023	41
CARRET ASSET MANAGEMENT, LLC	41	41	0.04%	0.30%	0.84%	Q3 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.06%	0.18%	0.65%	Q3 2013	Q3 2023	41
FIRST CITIZENS BANK & TRUST CO	25	16	0.02%	0.11%	0.32%	Q2 2013	Q3 2023	41
SECURITY NATIONAL BANK OF SO DAK	39	2	0.22%	1.31%	2.26%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.03%	0.09%	0.23%	Q2 2013	Q3 2023	41
Haverford Trust Co	40	1	0.03%	0.06%	0.09%	Q2 2013	Q3 2023	41
KLINGENSTEIN FIELDS & CO LP	27	14	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	41
ADVISORY RESEARCH INC	40	40	0.03%	0.16%	0.59%	Q2 2013	Q1 2023	40
Highlander Capital Management, LLC	39	1	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	40
ROCKY MOUNTAIN ADVISERS, LLC	40	40	0.06%	0.65%	1.44%	Q4 2013	Q3 2023	40
WOLVERINE TRADING, LLC	9	1	0.00%	0.01%	0.02%	Q3 2016	Q2 2023	40
EVERMAY WEALTH MANAGEMENT LLC	40	40	0.11%	0.35%	1.20%	Q4 2013	Q3 2023	40
GW HENSSLER & ASSOCIATES LTD	40	40	0.03%	0.21%	0.57%	Q4 2013	Q3 2023	40
COLDSTREAM CAPITAL MANAGEMENT INC	26	4	0.02%	0.08%	0.13%	Q2 2013	Q3 2023	40
SIGMA INVESTMENT COUNSELORS INC	27	1	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	40
COMERICA BANK	39	1	0.18%	0.30%	0.59%	Q2 2013	Q3 2023	40
PINNACLE FINANCIAL PARTNERS INC	40	40	0.20%	0.47%	1.04%	Q4 2013	Q3 2023	40
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	27	2	0.19%	0.98%	1.95%	Q2 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.16%	0.58%	1.20%	Q4 2013	Q3 2023	40
Raab & Moskowitz Asset Management LLC	40	40	0.11%	0.34%	0.84%	Q4 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	0.04%	0.37%	2.27%	Q4 2013	Q3 2023	40
BAILARD, INC.	31	9	0.01%	0.07%	0.13%	Q3 2013	Q3 2023	40
STOCK YARDS BANK & TRUST CO	23	6	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.13%	0.42%	0.78%	Q4 2013	Q3 2023	40
PEDDOCK CAPITAL ADVISORS, LLC	40	40	0.18%	0.42%	0.98%	Q4 2013	Q3 2023	40
FAS Wealth Partners, Inc.	40	40	0.18%	0.85%	2.30%	Q4 2013	Q3 2023	40
CITY HOLDING CO	40	40	0.22%	0.29%	0.58%	Q4 2013	Q3 2023	40
Oakworth Capital, Inc.	40	40	0.03%	0.07%	0.18%	Q4 2013	Q3 2023	40
JNBA Financial Advisors	40	40	0.00%	0.03%	0.14%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.10%	0.47%	1.11%	Q4 2013	Q3 2023	40
Prospera Financial Services Inc	19	3	0.06%	0.22%	0.69%	Q2 2013	Q3 2023	40
Kingfisher Capital LLC	28	12	0.06%	0.24%	0.52%	Q2 2013	Q3 2023	40
CIBC Private Wealth Group, LLC	39	39	0.01%	0.01%	0.03%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.06%	0.12%	0.15%	Q2 2013	Q4 2022	39
Chevy Chase Trust Holdings, LLC	33	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.03%	0.06%	0.12%	Q1 2014	Q3 2023	39
Regal Investment Advisors LLC	27	1	0.13%	0.25%	0.69%	Q2 2013	Q3 2023	39
FAGAN ASSOCIATES, INC.	39	39	0.13%	0.29%	0.51%	Q1 2014	Q3 2023	39
BANK OF THE WEST	39	39	0.17%	0.46%	1.49%	Q2 2013	Q4 2022	39
Moors & Cabot, Inc.	39	39	0.03%	0.08%	0.14%	Q1 2014	Q3 2023	39
Atria Investments, Inc	16	1	0.02%	0.06%	0.13%	Q2 2013	Q3 2023	39
Cetera Investment Advisers	32	32	0.00%	0.29%	0.80%	Q4 2015	Q3 2023	39
MEEDER ASSET MANAGEMENT INC	39	39	0.00%	0.02%	0.16%	Q2 2013	Q4 2022	39
Northeast Financial Consultants Inc	20	19	0.04%	0.12%	0.23%	Q4 2013	Q3 2023	39
HANCOCK WHITNEY CORP	37	2	0.01%	0.11%	0.42%	Q2 2013	Q3 2023	39
MASSMUTUAL TRUST CO FSB/ADV	29	9	0.01%	0.03%	0.05%	Q2 2014	Q4 2023	38
Hudock, Inc.	38	38	0.01%	0.03%	0.05%	Q2 2013	Q3 2022	38
PITTENGER & ANDERSON INC	38	38	0.00%	0.01%	0.01%	Q2 2014	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	38
Kovack Advisors, Inc.	28	1	0.03%	0.38%	2.56%	Q2 2013	Q2 2023	38
BRAVE ASSET MANAGEMENT INC	17	8	0.11%	1.76%	9.51%	Q4 2013	Q3 2023	38
CIBC WORLD MARKET INC.	23	15	0.01%	0.05%	0.12%	Q4 2013	Q3 2023	38
Legacy Private Trust Co.	38	38	0.09%	0.17%	0.24%	Q2 2014	Q3 2023	38
Brown Advisory Securities, LLC	38	38	0.24%	0.62%	1.24%	Q2 2013	Q3 2022	38
TRUST CO OF VERMONT	30	8	0.01%	0.02%	0.03%	Q1 2014	Q3 2023	38
FIRST FOUNDATION ADVISORS	38	38	0.01%	0.02%	0.08%	Q2 2014	Q3 2023	38
Ancora Advisors LLC	26	1	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	37
CHATHAM CAPITAL GROUP, INC.	37	37	0.11%	0.37%	0.72%	Q3 2014	Q3 2023	37
Lowe Wealth Advisors, LLC	37	37	0.03%	0.04%	0.05%	Q4 2014	Q4 2023	37
ACG Wealth	36	1	0.10%	0.43%	1.00%	Q2 2013	Q3 2022	37
Colonial Trust Advisors	30	7	0.02%	0.14%	0.27%	Q2 2013	Q3 2023	37
Stratos Wealth Partners, LTD.	37	37	0.05%	0.14%	0.26%	Q3 2014	Q3 2023	37
Covington Capital Management	37	37	0.02%	0.24%	1.65%	Q3 2013	Q3 2022	37
Carnegie Capital Asset Management, LLC	37	37	0.06%	0.10%	0.19%	Q3 2014	Q3 2023	37
Bray Capital Advisors	36	36	0.02%	0.13%	0.41%	Q4 2014	Q3 2023	36
Northside Capital Management, LLC	36	36	16.92%	29.84%	56.67%	Q4 2014	Q3 2023	36
Argent Trust Co	36	36	0.13%	0.39%	1.05%	Q4 2014	Q3 2023	36
Traynor Capital Management, Inc.	36	36	0.10%	0.40%	1.02%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.28%	0.81%	1.59%	Q4 2014	Q3 2023	36
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	36	36	0.19%	0.24%	0.36%	Q4 2014	Q3 2023	36
Barrett Asset Management, LLC	36	36	0.00%	0.01%	0.02%	Q2 2013	Q1 2022	36
Annex Advisory Services, LLC	27	9	0.01%	0.08%	0.32%	Q2 2013	Q1 2023	36
SONATA CAPITAL GROUP INC	36	36	0.90%	1.36%	2.40%	Q4 2014	Q3 2023	36
SIGNATUREFD, LLC	14	2	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	36
Sigma Planning Corp	36	36	0.10%	0.38%	0.74%	Q4 2014	Q3 2023	36
PALLADIUM PARTNERS LLC	36	36	0.09%	0.18%	0.24%	Q2 2013	Q1 2022	36
MAI Capital Management	36	36	0.09%	0.21%	0.30%	Q4 2014	Q3 2023	36
FC Advisory LLC	36	36	0.16%	0.32%	3.57%	Q1 2015	Q4 2023	36
Donald L. Hagan, LLC	36	36	0.17%	0.90%	1.32%	Q4 2014	Q3 2023	36
Cornerstone Management, Inc.	36	36	0.55%	1.01%	1.41%	Q4 2014	Q3 2023	36
KINGS POINT CAPITAL MANAGEMENT	36	36	0.02%	0.04%	0.06%	Q2 2013	Q1 2022	36
Beaumont Financial Partners, LLC	36	36	0.06%	0.84%	1.40%	Q4 2013	Q3 2022	36
MV CAPITAL MANAGEMENT, INC.	36	36	0.50%	1.35%	4.24%	Q4 2014	Q3 2023	36
ProVise Management Group, LLC	27	9	0.02%	0.17%	0.67%	Q2 2013	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.07%	0.22%	0.68%	Q4 2014	Q3 2023	36
OLD SECOND NATIONAL BANK OF AURORA	36	36	0.02%	0.06%	0.13%	Q4 2014	Q3 2023	36
Community Bank, N.A.	36	36	0.01%	0.02%	0.04%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	0.19%	0.32%	0.42%	Q4 2014	Q3 2023	36
Summit Financial Strategies, Inc.	36	36	0.09%	0.46%	0.83%	Q4 2014	Q3 2023	36
Northstar Group, Inc.	36	36	0.08%	0.27%	0.49%	Q4 2014	Q3 2023	36
AllSquare Wealth Management LLC	25	10	0.10%	0.18%	0.26%	Q4 2014	Q3 2023	35
DUBUQUE BANK & TRUST CO	28	1	0.00%	0.02%	0.15%	Q2 2013	Q4 2022	35
Alley Co LLC	35	35	0.03%	0.63%	1.15%	Q2 2013	Q4 2021	35
River Wealth Advisors LLC	35	35	0.19%	0.42%	0.65%	Q1 2015	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.02%	0.08%	0.48%	Q2 2013	Q4 2021	35
SENTINEL TRUST CO LBA	35	35	0.04%	0.07%	0.17%	Q1 2015	Q3 2023	35
FIRST MIDWEST BANK TRUST DIVISION	35	35	0.16%	0.31%	0.70%	Q2 2013	Q4 2021	35
People's United Financial, Inc.	18	17	0.01%	0.03%	0.09%	Q2 2013	Q1 2022	35
OLD NATIONAL BANCORP /IN/	35	35	0.05%	0.30%	0.67%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	0.01%	0.68%	1.62%	Q4 2014	Q3 2023	35
CREDIT SUISSE AG/	19	1	0.00%	0.02%	0.05%	Q1 2013	Q4 2022	35
Azimuth Capital Management LLC	35	35	0.01%	0.02%	0.03%	Q3 2013	Q1 2022	35
ARS Investment Partners, LLC	21	1	0.04%	0.13%	0.19%	Q3 2013	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.21%	0.40%	1.14%	Q4 2014	Q3 2023	35
BlackRock Inc.	34	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	0.06%	0.10%	0.15%	Q2 2013	Q4 2021	35
DOWLING & YAHNKE LLC	35	35	0.03%	0.05%	0.07%	Q1 2014	Q3 2022	35
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.04%	0.06%	0.10%	Q2 2013	Q3 2021	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.00%	0.02%	0.05%	Q2 2013	Q3 2021	34
Baird Financial Group, Inc.	34	34	0.02%	0.06%	0.17%	Q2 2015	Q3 2023	34
FUKOKU MUTUAL LIFE INSURANCE Co	32	2	1.84%	3.89%	5.84%	Q2 2013	Q1 2023	34
D. SCOTT NEAL, INC.	20	2	0.11%	1.91%	6.29%	Q4 2013	Q3 2023	34
Tortoise Investment Management, LLC	34	34	0.02%	0.03%	0.05%	Q2 2015	Q3 2023	34
Psagot Value Holdings Ltd.	34	34	0.00%	0.03%	0.16%	Q2 2013	Q3 2021	34
Homrich & Berg	34	34	0.07%	0.14%	0.33%	Q2 2013	Q3 2021	34
Dynamic Advisor Solutions LLC	23	5	0.03%	0.31%	0.88%	Q4 2013	Q3 2023	34
WOODMONT INVESTMENT COUNSEL LLC	34	34	0.03%	0.07%	0.24%	Q2 2015	Q3 2023	34
Stonebridge Capital Advisors LLC	34	34	0.14%	1.04%	1.45%	Q2 2015	Q3 2023	34
MILLER HOWARD INVESTMENTS INC /NY	24	1	0.01%	0.64%	4.02%	Q3 2013	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.06%	0.07%	0.08%	Q2 2013	Q3 2021	34
Tradewinds Capital Management, LLC	34	34	0.01%	0.01%	0.01%	Q4 2013	Q1 2022	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.01%	0.11%	0.15%	Q2 2013	Q3 2023	34
Alexandria Capital, LLC	34	34	0.23%	0.73%	2.29%	Q2 2013	Q3 2021	34
MML INVESTORS SERVICES, LLC	26	7	0.02%	0.22%	0.87%	Q2 2015	Q3 2023	33
LEE DANNER & BASS INC	16	2	0.02%	0.04%	0.05%	Q4 2013	Q3 2023	33
BTR CAPITAL MANAGEMENT INC	22	4	0.03%	0.06%	0.13%	Q2 2013	Q3 2022	33
Koshinski Asset Management, Inc.	31	2	0.06%	0.25%	1.29%	Q4 2014	Q3 2023	33
Thomasville National Bank	27	2	0.07%	0.28%	0.82%	Q1 2015	Q3 2023	33
First Personal Financial Services	33	33	0.01%	0.06%	0.22%	Q3 2015	Q3 2023	33
Glenview Trust Co	28	1	0.05%	0.11%	0.15%	Q4 2011	Q3 2023	33
Versant Capital Management, Inc	33	33	0.18%	0.31%	0.55%	Q4 2015	Q4 2023	33
PRUDENTIAL PLC	31	2	0.02%	0.07%	0.29%	Q4 2013	Q1 2023	33
BAR HARBOR WEALTH MANAGEMENT	33	33	0.06%	0.08%	0.10%	Q3 2015	Q3 2023	33
BENEDICT FINANCIAL ADVISORS INC	21	12	0.06%	0.12%	0.22%	Q4 2014	Q3 2023	33
Occidental Asset Management, LLC	31	1	0.23%	0.79%	3.63%	Q1 2014	Q3 2023	33
BANK HAPOALIM BM	33	33	0.02%	0.24%	3.28%	Q4 2013	Q4 2021	33
Endurance Wealth Management, Inc.	33	33	0.01%	0.01%	0.01%	Q2 2015	Q2 2023	33
SEGALL BRYANT & HAMILL, LLC	26	6	0.01%	0.01%	0.02%	Q2 2015	Q2 2023	32
StrategIQ Financial Group, LLC	32	32	0.12%	0.41%	1.10%	Q4 2015	Q3 2023	32
First PREMIER Bank	32	32	0.01%	0.04%	0.07%	Q4 2015	Q3 2023	32
LGL PARTNERS, LLC	32	32	0.56%	2.83%	5.79%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	1.96%	3.36%	5.38%	Q4 2015	Q3 2023	32
Karp Capital Management Corp	32	32	0.04%	2.22%	3.57%	Q4 2014	Q3 2022	32
MARK SHEPTOFF FINANCIAL PLANNING, LLC	32	32	0.01%	0.02%	0.04%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.08%	0.17%	0.36%	Q4 2015	Q3 2023	32
Round Table Services, LLC	21	4	0.08%	1.67%	4.56%	Q2 2013	Q3 2022	32
Hanson & Doremus Investment Management	32	32	0.01%	0.03%	0.06%	Q4 2015	Q3 2023	32
FEDERATED HERMES, INC.	19	1	0.00%	0.03%	0.23%	Q4 2013	Q4 2022	32
BBVA USA Bancshares, Inc.	32	32	0.04%	0.28%	0.99%	Q2 2013	Q1 2021	32
High Falls Advisors, Inc	32	32	0.39%	4.24%	7.89%	Q4 2015	Q3 2023	32
CIBC Asset Management Inc	21	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	32
SNS Financial Group, LLC	28	1	0.03%	0.07%	0.18%	Q2 2013	Q3 2023	32
Brouwer & Janachowski, LLC	32	32	0.15%	0.61%	2.15%	Q4 2013	Q3 2021	32
CWM, LLC	24	8	0.00%	0.01%	0.02%	Q3 2015	Q3 2023	32
Peregrine Asset Advisers, Inc.	32	32	0.22%	0.63%	1.15%	Q4 2015	Q3 2023	32
Cornerstone Advisory, LLC	32	32	0.05%	0.11%	0.25%	Q4 2015	Q3 2023	32
Sheaff Brock Investment Advisors, LLC	32	32	0.04%	0.15%	1.77%	Q4 2015	Q3 2023	32
Capital Asset Advisory Services LLC	32	32	0.06%	0.67%	1.75%	Q4 2015	Q3 2023	32
FCA CORP /TX	31	31	0.95%	1.51%	2.08%	Q2 2013	Q4 2020	31
Geneos Wealth Management Inc.	31	31	0.12%	0.22%	0.33%	Q1 2016	Q3 2023	31
SMITH, MOORE & CO.	30	1	0.08%	0.11%	0.15%	Q4 2014	Q3 2023	31
Bristlecone Advisors, LLC	18	13	0.03%	0.21%	0.93%	Q4 2015	Q3 2023	31
Cambridge Advisors Inc.	31	31	0.09%	0.12%	0.17%	Q1 2016	Q3 2023	31
Asset Dedication, LLC	26	5	0.01%	0.28%	0.61%	Q4 2015	Q3 2023	31
USCA RIA LLC	31	31	0.01%	0.10%	0.22%	Q4 2013	Q2 2021	31
Frontier Wealth Management LLC	31	31	0.02%	0.34%	0.66%	Q4 2014	Q2 2022	31
MARINER INDEPENDENT ADVISOR NETWORK, LLC	22	3	0.12%	0.55%	1.83%	Q2 2014	Q3 2022	31
Bison Wealth, LLC	31	31	0.03%	0.38%	0.60%	Q4 2014	Q2 2022	31
CHOREO, LLC	16	1	0.02%	0.07%	0.22%	Q1 2014	Q3 2023	31
RFG Advisory, LLC	31	31	0.02%	0.34%	1.34%	Q1 2016	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.09%	0.21%	0.52%	Q1 2016	Q3 2023	31
Lido Advisors, LLC	31	31	0.01%	0.07%	0.38%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.05%	0.36%	0.86%	Q4 2015	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.43%	0.67%	0.92%	Q1 2016	Q3 2023	31
Simmons Bank	31	31	0.13%	0.25%	0.52%	Q1 2016	Q3 2023	31
Winfield Associates, Inc.	26	5	0.17%	0.79%	2.52%	Q4 2013	Q1 2022	31
WealthPLAN Partners, LLC	21	1	0.06%	0.71%	6.95%	Q1 2015	Q4 2023	31
MERITAGE PORTFOLIO MANAGEMENT	28	2	0.04%	0.17%	1.15%	Q2 2013	Q4 2020	30
BOK Financial Private Wealth, Inc.	30	30	0.03%	0.08%	0.15%	Q2 2016	Q3 2023	30
KWMG, LLC	30	30	0.11%	0.99%	2.45%	Q2 2016	Q3 2023	30
BALDWIN BROTHERS LLC/MA	28	2	0.00%	0.01%	0.02%	Q1 2016	Q4 2023	30
NewSquare Capital LLC	21	9	0.00%	0.08%	0.34%	Q2 2013	Q3 2023	30
LINCOLN NATIONAL CORP	30	30	0.01%	0.04%	0.06%	Q2 2016	Q3 2023	30
ALERUS FINANCIAL NA	30	30	0.03%	0.11%	0.19%	Q2 2016	Q3 2023	30
Forest Hill Capital, LLC	30	30	0.06%	0.16%	0.40%	Q2 2013	Q3 2020	30
Financial Enhancement Group LLC	30	30	0.02%	0.09%	0.28%	Q2 2015	Q3 2022	30
Courage Miller Partners, LLC	14	5	0.12%	0.17%	0.21%	Q4 2015	Q3 2023	30
MILLENNIUM MANAGEMENT LLC	9	1	0.00%	0.00%	0.01%	Q3 2013	Q2 2023	30
SUNFLOWER BANK, NA WEALTH MANAGEMENT	30	30	0.37%	0.63%	0.91%	Q2 2013	Q3 2020	30
MARCO INVESTMENT MANAGEMENT LLC	30	30	0.04%	0.05%	0.08%	Q2 2016	Q3 2023	30
NEXT Financial Group, Inc	30	30	0.08%	0.42%	1.33%	Q3 2014	Q4 2021	30
BROWN BROTHERS HARRIMAN & CO	30	30	0.00%	0.00%	0.01%	Q2 2016	Q3 2023	30
Country Club Trust Company, n.a.	14	1	0.03%	0.08%	0.16%	Q2 2013	Q4 2021	30
First Allied Advisory Services, Inc.	30	30	0.11%	0.23%	0.42%	Q2 2013	Q3 2020	30
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	15	1	0.00%	0.09%	0.99%	Q2 2013	Q3 2023	30
ClearBridge Investments	29	29	0.00%	0.00%	0.00%	Q2 2013	Q2 2020	29
CABOT WEALTH MANAGEMENT INC	29	29	0.04%	0.08%	0.26%	Q2 2013	Q2 2020	29
Gunma Bank,Ltd.	23	6	0.97%	2.99%	4.90%	Q2 2016	Q3 2023	29
FIDUCIARY TRUST INTERNATIONAL LLC	29	29	1.63%	6.44%	14.01%	Q2 2013	Q2 2020	29
Essex Financial Services, Inc.	17	1	0.04%	0.27%	0.37%	Q2 2013	Q3 2023	29
TWO SIGMA SECURITIES, LLC	15	2	0.00%	0.08%	1.21%	Q1 2017	Q2 2023	29
WINTRUST INVESTMENTS LLC	18	11	0.05%	0.08%	0.17%	Q2 2016	Q3 2023	29
Tower Research Capital LLC (TRC)	8	1	0.00%	0.07%	0.47%	Q2 2013	Q3 2023	29
West Coast Financial LLC	29	29	0.04%	0.13%	0.30%	Q3 2016	Q3 2023	29
Perigon Wealth Management, LLC	20	1	0.00%	0.05%	0.14%	Q3 2011	Q3 2023	29
Mechanics Bank Trust Department	29	29	0.74%	0.86%	1.00%	Q3 2016	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.02%	0.06%	0.23%	Q4 2013	Q4 2020	29
TWIN FOCUS CAPITAL PARTNERS, LLC	29	29	0.23%	0.38%	0.61%	Q3 2016	Q3 2023	29
Harel Insurance Investments & Financial Services Ltd.	19	10	0.00%	0.01%	0.09%	Q1 2016	Q3 2023	29
Baystate Wealth Management LLC	28	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	29
HOWE & RUSLING INC	10	3	0.00%	0.01%	0.03%	Q2 2013	Q2 2023	29
SIMON QUICK ADVISORS, LLC	28	28	0.02%	0.24%	1.01%	Q4 2016	Q3 2023	28
ARTHUR M. COHEN & ASSOCIATES, LLC	24	1	0.08%	0.19%	0.33%	Q3 2014	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.03%	0.07%	0.20%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.10%	0.26%	0.54%	Q4 2016	Q3 2023	28
PAYDEN & RYGEL	25	3	0.01%	0.07%	1.02%	Q2 2013	Q4 2020	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.11%	0.25%	0.53%	Q4 2016	Q3 2023	28
Plancorp, LLC	28	28	0.12%	0.34%	0.56%	Q4 2016	Q3 2023	28
NewEdge Advisors, LLC	28	28	0.08%	0.12%	0.23%	Q4 2016	Q3 2023	28
HEADINVEST, LLC	28	28	0.04%	0.08%	0.15%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.33%	0.57%	0.88%	Q2 2013	Q2 2022	28
MONETARY MANAGEMENT GROUP INC	28	28	0.02%	0.16%	0.72%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.09%	0.23%	0.47%	Q4 2016	Q3 2023	28
TELEMUS CAPITAL, LLC	24	2	0.03%	0.05%	0.09%	Q2 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.06%	0.26%	0.91%	Q4 2016	Q3 2023	28
Meridian Wealth Management, LLC	28	28	0.08%	0.25%	0.50%	Q4 2016	Q3 2023	28
Farmers & Merchants Trust Co of Chambersburg PA	28	28	0.02%	0.04%	0.08%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.04%	0.16%	0.45%	Q4 2016	Q3 2023	28
PEOPLES FINANCIAL SERVICES CORP.	27	1	0.00%	0.00%	0.03%	Q3 2016	Q3 2023	28
Lee Financial Co	28	28	1.84%	2.54%	4.29%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.16%	0.27%	0.50%	Q4 2016	Q3 2023	28
HCR Wealth Advisors	28	28	0.07%	0.18%	0.36%	Q4 2016	Q3 2023	28
AE Wealth Management LLC	28	28	0.03%	0.11%	0.46%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.04%	0.12%	0.24%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	0.08%	0.28%	0.61%	Q4 2016	Q3 2023	28
Fernwood Investment Management, LLC	28	28	0.46%	1.02%	1.82%	Q4 2016	Q3 2023	28
IBERIABANK CORP	28	28	0.07%	0.29%	0.61%	Q3 2013	Q2 2020	28
WBH ADVISORY INC	25	3	0.15%	0.21%	0.29%	Q3 2016	Q3 2023	28
Glassman Wealth Services	28	28	0.04%	0.09%	0.15%	Q4 2016	Q3 2023	28
FDx Advisors, Inc.	13	1	0.01%	0.05%	0.15%	Q2 2013	Q3 2023	28
SignalPoint Asset Management, LLC	25	3	0.06%	0.22%	0.40%	Q2 2016	Q3 2023	28
Chicago Partners Investment Group LLC	25	3	0.07%	0.11%	0.20%	Q3 2016	Q3 2023	28
STATE STREET CORP	28	28	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	28
Stratford Consulting, LLC	28	28	0.40%	0.83%	0.99%	Q2 2013	Q1 2020	28
WEST PACES ADVISORS INC.	28	28	0.08%	0.25%	1.00%	Q4 2016	Q3 2023	28
PETTYJOHN, WOOD & WHITE, INC	17	1	0.05%	0.09%	0.16%	Q2 2014	Q4 2022	28
BerganKDV Wealth Management, LLC	28	28	0.00%	0.04%	0.15%	Q3 2016	Q2 2023	28
Sargent Bickham Lagudis LLC	28	28	0.05%	0.12%	0.20%	Q1 2016	Q4 2022	28
BRYN MAWR TRUST Co	10	2	0.01%	0.02%	0.05%	Q1 2013	Q1 2022	27
KING LUTHER CAPITAL MANAGEMENT CORP	27	27	0.00%	0.01%	0.02%	Q2 2013	Q4 2019	27
M Holdings Securities, Inc.	21	1	0.05%	0.21%	0.41%	Q1 2014	Q1 2023	27
Brinker Capital Investments, LLC	11	1	0.00%	0.06%	0.24%	Q2 2013	Q4 2022	27
BRIGHTON JONES LLC	25	2	0.02%	0.04%	0.07%	Q4 2015	Q3 2023	27
Voya Financial Advisors, Inc.	27	27	0.02%	0.08%	0.14%	Q1 2015	Q3 2021	27
Main Management LLC	19	2	0.01%	1.04%	1.70%	Q2 2013	Q3 2023	27
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	10	1	0.06%	0.17%	0.33%	Q2 2015	Q3 2023	27
Madden Advisory Services, Inc.	27	27	0.32%	0.91%	1.06%	Q2 2013	Q4 2019	27
Capital Investment Advisory Services, LLC	27	27	0.03%	0.08%	0.24%	Q1 2017	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.14%	0.22%	0.36%	Q1 2017	Q3 2023	27
Private Wealth Advisors, Inc.	27	27	0.34%	0.61%	1.47%	Q2 2013	Q4 2019	27
FIDUCIARY TRUST CO	11	1	0.00%	0.02%	0.05%	Q4 2014	Q2 2023	27
MOODY LYNN & LIEBERSON, LLC	27	27	0.03%	0.04%	0.05%	Q1 2017	Q3 2023	27
Global Retirement Partners, LLC	27	27	0.00%	0.39%	3.85%	Q1 2017	Q3 2023	27
ARGI Investment Services, LLC	25	2	0.03%	0.16%	0.34%	Q3 2014	Q4 2022	27
FFT WEALTH MANAGEMENT LLC	27	27	0.25%	0.78%	1.53%	Q4 2015	Q2 2022	27
Baltimore-Washington Financial Advisors, Inc.	27	27	0.89%	1.81%	2.62%	Q4 2013	Q2 2020	27
HOLLENCREST CAPITAL MANAGEMENT	23	4	0.01%	0.25%	0.44%	Q4 2013	Q3 2023	27
GREAT LAKES ADVISORS, LLC	19	8	0.00%	0.02%	0.06%	Q2 2013	Q4 2021	27
Van Hulzen Asset Management, LLC	24	3	0.02%	0.06%	0.11%	Q1 2016	Q3 2023	27
COUNTRY TRUST BANK	27	27	0.00%	0.01%	0.01%	Q2 2017	Q4 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.18%	0.45%	0.93%	Q4 2016	Q3 2023	27
Pacific Center for Financial Services	24	3	0.07%	0.12%	0.22%	Q4 2016	Q3 2023	27
Good Life Advisors, LLC	27	27	0.07%	0.18%	0.31%	Q1 2017	Q3 2023	27
MYCIO WEALTH PARTNERS, LLC	27	27	0.02%	0.03%	0.05%	Q2 2013	Q4 2019	27
PEOPLES BANK /OH	17	10	0.12%	0.22%	0.46%	Q4 2015	Q2 2023	27
Patten Group, Inc.	21	1	0.03%	0.12%	0.24%	Q4 2014	Q3 2023	27
SMITH SHELLNUT WILSON LLC /ADV	21	6	0.96%	2.59%	5.16%	Q4 2016	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.14%	0.24%	0.39%	Q2 2013	Q4 2019	27
DELTA ASSET MANAGEMENT LLC/TN	23	4	0.00%	0.00%	0.00%	Q2 2016	Q3 2023	27
Keeley-Teton Advisors, LLC	27	27	0.04%	0.12%	0.17%	Q1 2017	Q3 2023	27
Pinnacle Family Advisors, LLC	14	13	0.26%	0.73%	2.01%	Q4 2016	Q3 2023	27
CLIFFORD SWAN INVESTMENT COUNSEL LLC	27	27	0.02%	0.02%	0.02%	Q1 2017	Q3 2023	27
RMB Capital Management, LLC	19	1	0.01%	0.02%	0.04%	Q2 2016	Q3 2023	27
NIPPON LIFE INSURANCE CO	27	27	1.86%	4.29%	5.54%	Q2 2013	Q4 2019	27
BOYS ARNOLD & CO INC	16	11	0.07%	0.11%	0.18%	Q2 2013	Q1 2020	27
Stearns Financial Services Group	17	9	0.02%	0.07%	0.15%	Q2 2013	Q3 2020	26
LeJeune Puetz Investment Counsel LLC	26	26	0.21%	0.29%	0.50%	Q4 2016	Q1 2023	26
ALLIANCEBERNSTEIN L.P.	21	5	0.00%	0.00%	0.00%	Q2 2014	Q3 2023	26
Paradigm Financial Advisors, LLC	26	26	0.08%	0.21%	0.48%	Q1 2014	Q2 2020	26
Wellington Shields Capital Management, LLC	26	26	0.09%	0.20%	0.26%	Q2 2013	Q3 2019	26
SUNTRUST BANKS INC	26	26	0.25%	0.93%	1.58%	Q2 2013	Q3 2019	26
Crescent Grove Advisors, LLC	26	26	0.24%	0.42%	0.70%	Q2 2017	Q3 2023	26
CAPITAL FUND MANAGEMENT S.A.	4	1	0.00%	0.02%	0.06%	Q3 2014	Q3 2023	26
Sunbelt Securities, Inc.	25	1	0.02%	0.24%	0.40%	Q4 2016	Q3 2023	26
ASPIRIANT, LLC	23	3	0.02%	0.05%	0.09%	Q1 2017	Q3 2023	26
Vivaldi Capital Management LP	24	2	0.00%	1.08%	2.39%	Q1 2017	Q3 2023	26
Cerity Partners LLC	25	1	0.02%	0.06%	0.19%	Q1 2017	Q3 2023	26
Providence First Trust Co	26	26	0.58%	1.23%	1.77%	Q2 2017	Q3 2023	26
SUMITOMO MITSUI FINANCIAL GROUP, INC.	26	26	0.01%	0.11%	0.42%	Q2 2017	Q3 2023	26
Sage Capital Advisors,llc	26	26	0.10%	0.20%	0.56%	Q2 2017	Q3 2023	26
ASSOCIATED BANC-CORP	25	1	0.01%	0.03%	0.04%	Q2 2016	Q3 2023	26
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	20	6	0.00%	0.44%	1.05%	Q2 2013	Q2 2021	26
Crossmark Global Holdings, Inc.	25	1	0.04%	0.07%	0.09%	Q3 2016	Q3 2023	26
GUGGENHEIM CAPITAL LLC	11	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.04%	0.21%	0.72%	Q2 2017	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.04%	0.21%	0.92%	Q2 2013	Q3 2019	26
Laurel Wealth Advisors, Inc.	16	2	0.05%	0.14%	0.26%	Q4 2015	Q4 2022	26
Anchor Investment Management, LLC	26	26	0.02%	0.05%	0.11%	Q3 2017	Q4 2023	26
Sowell Financial Services LLC	11	2	0.11%	1.09%	19.76%	Q4 2016	Q3 2023	25
Fortis Advisors, LLC	25	25	0.00%	0.01%	0.08%	Q3 2017	Q3 2023	25
Norway Savings Bank	25	25	0.05%	0.13%	0.28%	Q4 2016	Q4 2022	25
Wealthcare Advisory Partners LLC	25	25	0.04%	0.08%	0.11%	Q3 2017	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.54%	0.68%	1.30%	Q4 2015	Q4 2021	25
O'Dell Group, LLC	13	12	0.09%	0.19%	0.38%	Q4 2016	Q3 2023	25
Camarda Financial Advisors, LLC	25	25	0.09%	2.33%	8.07%	Q2 2013	Q2 2019	25
LANDAAS & CO /WI /ADV	25	25	1.33%	1.74%	2.80%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.06%	0.11%	0.14%	Q3 2017	Q3 2023	25
TD ASSET MANAGEMENT INC	24	1	0.00%	0.00%	0.01%	Q2 2013	Q2 2020	25
M&R CAPITAL MANAGEMENT INC	14	11	0.01%	0.02%	0.09%	Q2 2016	Q4 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.06%	0.14%	0.28%	Q3 2017	Q3 2023	25
Patriot Financial Group Insurance Agency, LLC	23	2	0.02%	0.41%	4.92%	Q4 2016	Q3 2023	25
Sharkey, Howes & Javer	23	2	0.06%	0.55%	2.03%	Q1 2015	Q3 2022	25
MONROE BANK & TRUST/MI	25	25	0.13%	0.17%	0.28%	Q2 2013	Q2 2019	25
LODESTAR INVESTMENT COUNSEL LLC/IL	25	25	0.07%	0.10%	0.15%	Q2 2013	Q2 2019	25
JFS WEALTH ADVISORS, LLC	25	25	0.09%	0.19%	0.30%	Q3 2017	Q3 2023	25
JMG Financial Group, Ltd.	11	4	0.02%	0.04%	0.07%	Q4 2016	Q3 2023	25
Laird Norton Wetherby Wealth Management, LLC	12	2	0.00%	0.06%	0.15%	Q2 2013	Q3 2023	25
PARAMETRIC PORTFOLIO ASSOCIATES LLC	25	25	0.00%	0.00%	0.00%	Q1 2016	Q1 2022	25
BDO Wealth Advisors, LLC	25	25	0.02%	0.11%	0.34%	Q2 2017	Q2 2023	25
Westside Investment Management, Inc.	15	1	0.00%	0.03%	0.11%	Q4 2016	Q3 2023	25
Vigilant Capital Management, LLC	25	25	0.00%	0.01%	0.02%	Q4 2013	Q4 2019	25
DIVIDEND ASSETS CAPITAL, LLC	19	6	0.01%	0.04%	0.06%	Q1 2017	Q3 2023	25
SEARLE & CO.	12	1	0.08%	0.30%	2.35%	Q4 2014	Q1 2022	25
SPC Financial, Inc.	13	12	0.07%	0.34%	0.74%	Q3 2013	Q3 2023	25
CENTAURUS FINANCIAL, INC.	24	24	0.02%	0.10%	0.20%	Q4 2017	Q3 2023	24
Providence Capital Advisors, LLC	24	24	0.07%	0.15%	0.31%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.06%	0.07%	0.09%	Q4 2017	Q3 2023	24
FMA ADVISORY INC	15	1	0.32%	0.58%	0.77%	Q2 2013	Q1 2021	24
NVWM, LLC	24	24	0.04%	0.25%	0.81%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.02%	0.08%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.16%	0.27%	0.43%	Q4 2017	Q3 2023	24
CNB Bank	24	24	0.07%	0.15%	0.23%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.12%	0.25%	0.45%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	0.03%	0.18%	0.55%	Q4 2017	Q3 2023	24
SCHRODER INVESTMENT MANAGEMENT GROUP	16	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.00%	0.04%	0.13%	Q4 2017	Q3 2023	24
Prime Capital Investment Advisors, LLC	24	24	0.28%	2.06%	6.74%	Q4 2017	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.16%	1.77%	6.16%	Q4 2017	Q3 2023	24
Verdence Capital Advisors LLC	24	24	0.11%	0.22%	0.39%	Q4 2017	Q3 2023	24
TRUST DEPARTMENT MB FINANCIAL BANK N A	24	24	0.00%	0.02%	0.03%	Q2 2013	Q1 2019	24
Kalos Management, Inc.	17	6	0.02%	0.89%	1.69%	Q4 2015	Q2 2023	24
Belpointe Asset Management LLC	18	6	0.05%	0.11%	0.25%	Q3 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.34%	0.60%	0.95%	Q4 2017	Q3 2023	24
180 WEALTH ADVISORS, LLC	24	24	0.08%	0.14%	0.21%	Q4 2017	Q3 2023	24
Neuberger Berman Group LLC	10	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	24
CHEMICAL BANK	24	24	0.05%	0.08%	0.12%	Q3 2013	Q2 2019	24
SCHNIEDERS CAPITAL MANAGEMENT LLC	24	24	0.09%	0.11%	0.14%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.02%	0.03%	0.05%	Q4 2017	Q3 2023	24
WoodTrust Financial Corp	24	24	0.05%	0.33%	0.79%	Q4 2017	Q3 2023	24
Northwest Bancshares, Inc.	24	24	0.05%	0.09%	0.14%	Q4 2017	Q3 2023	24
TOMPKINS FINANCIAL CORP	13	1	0.00%	0.19%	0.29%	Q1 2015	Q4 2023	24
First Command Financial Services, Inc.	13	11	0.00%	0.02%	0.07%	Q4 2016	Q2 2023	24
Osborn Williams & Donohoe LLC	19	5	0.06%	0.09%	0.18%	Q2 2013	Q1 2020	24
One Wealth Advisors, LLC	24	24	0.87%	6.70%	13.06%	Q4 2017	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	1.82%	2.84%	4.26%	Q4 2017	Q3 2023	24
First Command Bank	13	11	0.00%	0.02%	0.07%	Q4 2016	Q2 2023	24
Independence Bank of Kentucky	24	24	0.07%	0.22%	0.54%	Q4 2017	Q3 2023	24
Eldridge Investment Advisors, Inc.	24	24	0.28%	0.37%	0.49%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.07%	0.13%	0.26%	Q4 2017	Q3 2023	24
IFG Advisory, LLC	24	24	0.36%	0.96%	1.52%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.14%	0.23%	0.34%	Q4 2017	Q3 2023	24
Gryphon Financial Partners LLC	24	24	0.12%	0.28%	0.43%	Q4 2017	Q3 2023	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	24
Ballew Advisors, Inc	24	24	0.38%	0.54%	0.78%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.06%	0.08%	0.15%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.45%	1.23%	1.80%	Q4 2017	Q3 2023	24
LexAurum Advisors, LLC	24	24	0.14%	0.28%	0.66%	Q4 2017	Q3 2023	24
Nikulski Financial, Inc.	24	24	1.47%	2.17%	2.97%	Q4 2017	Q3 2023	24
SIMPLEX TRADING, LLC	8	1	0.00%	0.01%	0.07%	Q3 2015	Q2 2023	24
Longer Investments Inc.	24	24	4.93%	7.39%	10.74%	Q2 2013	Q1 2019	24
Mascoma Wealth Management LLC	12	12	0.13%	1.29%	5.61%	Q4 2016	Q3 2023	24
Financial Advocates Investment Management	24	24	0.06%	0.10%	0.18%	Q4 2017	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	1.70%	2.01%	2.33%	Q4 2017	Q3 2023	24
Sound Income Strategies, LLC	24	24	0.00%	0.01%	0.05%	Q4 2017	Q3 2023	24
Clearwater Capital Advisors, LLC	14	10	0.02%	0.06%	0.10%	Q4 2016	Q1 2023	24
ROPES WEALTH ADVISORS LLC	24	24	0.01%	0.03%	0.05%	Q1 2015	Q4 2020	24
Cornell Pochily Investment Advisors, Inc.	24	24	0.41%	0.92%	1.13%	Q4 2017	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	0.37%	0.73%	1.25%	Q4 2015	Q3 2021	24
Busey Bank	24	24	0.02%	0.04%	0.08%	Q4 2017	Q3 2023	24
Transform Wealth, LLC	24	24	0.08%	0.45%	1.22%	Q4 2017	Q3 2023	24
Capital Directions Investment Advisors, LLC	13	1	0.01%	0.04%	0.11%	Q2 2013	Q3 2020	24
HL FINANCIAL SERVICES LLC	18	5	0.01%	0.05%	0.18%	Q2 2013	Q1 2019	23
BREMER TRUST NATIONAL ASSOCIATION	23	23	0.07%	0.12%	0.32%	Q2 2013	Q4 2018	23
ALLSTATE CORP	20	1	0.13%	2.33%	4.95%	Q2 2013	Q1 2022	23
Alpha Omega Wealth Management LLC	15	8	0.01%	0.09%	0.21%	Q2 2016	Q1 2022	23
AMERICAN NATIONAL BANK	23	23	0.01%	0.02%	0.05%	Q1 2018	Q3 2023	23
BANK OF NOVA SCOTIA	12	11	0.00%	0.01%	0.03%	Q1 2013	Q3 2023	23
Gerber Kawasaki Wealth & Investment Management	19	1	0.00%	2.36%	5.69%	Q4 2015	Q1 2023	23
SEI INVESTMENTS CO	23	23	0.00%	0.00%	0.02%	Q4 2014	Q2 2020	23
COMERICA SECURITIES INC	23	23	0.55%	0.88%	1.29%	Q2 2013	Q4 2018	23
UBS ASSET MANAGEMENT AMERICAS INC	12	2	0.00%	0.00%	0.01%	Q2 2013	Q2 2023	23
AVIANCE CAPITAL MANAGEMENT, LLC	15	8	0.20%	0.99%	3.77%	Q2 2013	Q1 2019	23
RWA WEALTH PARTNERS, LLC	23	23	0.00%	0.03%	0.06%	Q1 2018	Q3 2023	23
Hartford Financial Management Inc.	22	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.04%	0.08%	0.16%	Q1 2018	Q3 2023	23
Fiera Capital Corp	23	23	0.00%	0.04%	0.10%	Q2 2015	Q4 2020	23
Partnervest Advisory Services LLC	16	7	0.04%	0.14%	0.29%	Q2 2013	Q3 2020	23
Destination Wealth Management	13	4	0.01%	0.04%	0.07%	Q1 2013	Q2 2019	23
CALTON & ASSOCIATES, INC.	23	23	0.08%	0.17%	0.38%	Q4 2017	Q2 2023	23
THOMPSON DAVIS & CO., INC.	20	3	0.01%	0.09%	0.49%	Q4 2013	Q2 2022	23
First Bank & Trust	23	23	0.02%	0.04%	0.05%	Q4 2016	Q2 2022	23
Capital Advisory Group Advisory Services, LLC	23	23	0.68%	1.33%	2.15%	Q1 2018	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.10%	0.22%	0.42%	Q4 2017	Q2 2023	23
Pflug Koory, LLC	22	22	0.01%	0.05%	0.16%	Q2 2018	Q3 2023	22
Virtue Capital Management, LLC	22	22	0.08%	0.47%	1.59%	Q4 2017	Q1 2023	22
NORRIS PERNE & FRENCH LLP/MI	18	4	0.03%	0.06%	0.10%	Q1 2014	Q4 2019	22
LOEB PARTNERS CORP	19	3	0.26%	0.33%	0.41%	Q2 2013	Q4 2018	22
Stillwater Capital Advisors, LLC	17	5	0.04%	0.19%	0.31%	Q2 2013	Q3 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.46%	0.77%	1.52%	Q2 2018	Q3 2023	22
GRANDFIELD & DODD, LLC	12	4	0.02%	0.02%	0.02%	Q2 2017	Q3 2023	22
Institute for Wealth Management, LLC.	19	3	0.04%	0.21%	0.60%	Q1 2018	Q3 2023	22
RAND WEALTH, LLC	22	22	0.08%	0.13%	0.24%	Q2 2013	Q3 2018	22
Fiduciary Trust Co International of Pennsylvania	17	1	0.03%	0.05%	0.06%	Q2 2013	Q1 2020	22
TWO SIGMA INVESTMENTS, LP	11	1	0.00%	0.03%	0.13%	Q1 2015	Q3 2023	22
Strategic Wealth Partners, Ltd.	22	22	0.01%	0.30%	0.60%	Q4 2017	Q1 2023	22
FULTON BREAKEFIELD BROENNIMAN LLC	22	22	0.16%	0.32%	0.57%	Q2 2018	Q3 2023	22
CAMDEN NATIONAL BANK	22	22	0.10%	0.15%	0.28%	Q2 2018	Q3 2023	22
Cedar Wealth Management, LLC	22	22	0.08%	0.11%	0.13%	Q2 2018	Q3 2023	22
Regal Wealth Group, Inc.	22	22	0.03%	0.13%	0.31%	Q4 2015	Q1 2021	22
10-15 ASSOCIATES, INC.	22	22	0.05%	0.53%	1.49%	Q2 2013	Q3 2018	22
UNITED BANK	13	9	0.03%	0.05%	0.12%	Q4 2017	Q3 2023	22
GW&K Investment Management, LLC	8	1	0.00%	0.06%	0.45%	Q4 2013	Q3 2023	22
IRON Financial LLC	14	2	0.10%	0.57%	2.91%	Q1 2014	Q3 2023	22
Sabal Trust CO	21	1	0.02%	0.03%	0.05%	Q1 2016	Q3 2023	22
LCNB CORP	21	1	0.10%	0.15%	0.24%	Q1 2018	Q3 2023	22
BUTENSKY & COHEN FINANCIAL SECURITY, INC	22	22	0.44%	0.67%	0.86%	Q4 2014	Q1 2020	22
Old North State Trust, LLC	21	21	0.90%	1.90%	4.52%	Q3 2018	Q3 2023	21
Asset Advisors Investment Management, LLC	21	21	1.10%	1.87%	3.97%	Q3 2018	Q3 2023	21
ATWOOD & PALMER INC	21	21	0.00%	0.02%	0.05%	Q2 2014	Q2 2019	21
INVESTMENT PARTNERS, LTD.	12	9	0.21%	0.26%	0.33%	Q4 2014	Q3 2023	21
ASSET ADVISORS CORP	21	21	3.68%	4.38%	5.54%	Q2 2013	Q2 2018	21
CATAWBA CAPITAL MANAGEMENT /VA	21	21	0.07%	0.09%	0.10%	Q2 2013	Q2 2018	21
PHILADELPHIA TRUST CO	11	1	0.02%	0.03%	0.04%	Q2 2017	Q3 2023	21
CENTRAL BANK & TRUST CO	15	1	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	21
AFFINITY WEALTH MANAGEMENT LLC	12	1	0.13%	0.20%	0.35%	Q2 2013	Q1 2020	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.11%	0.17%	0.25%	Q3 2018	Q3 2023	21
FIRST COMMONWEALTH FINANCIAL CORP /PA/	21	21	1.04%	1.44%	1.88%	Q3 2018	Q3 2023	21
Hollow Brook Wealth Management LLC	21	21	0.29%	1.86%	3.00%	Q4 2014	Q4 2019	21
TWO SIGMA ADVISERS, LP	10	1	0.00%	0.02%	0.08%	Q3 2014	Q3 2023	21
SFMG, LLC	21	21	0.02%	0.05%	0.07%	Q2 2018	Q2 2023	21
PICTET BANK & TRUST Ltd	21	21	0.12%	0.33%	0.78%	Q1 2015	Q1 2020	21
Advocacy Wealth Management Services, LLC	13	1	0.00%	1.42%	5.08%	Q2 2013	Q3 2022	21
Waldron Private Wealth LLC	19	1	0.03%	0.08%	0.11%	Q1 2016	Q3 2023	21
Peachtree Investment Advisors, Inc.	21	21	0.45%	0.75%	1.13%	Q4 2013	Q4 2018	21
Gemmer Asset Management LLC	21	21	0.01%	0.03%	0.08%	Q1 2014	Q1 2019	21
Summit Financial Wealth Advisors, LLC	18	3	0.07%	0.23%	0.55%	Q4 2014	Q2 2023	21
Roble, Belko & Company, Inc	21	21	0.00%	0.00%	0.00%	Q1 2015	Q1 2020	21
Starfire Investment Advisers, Inc.	11	10	0.25%	0.38%	0.52%	Q1 2015	Q2 2020	21
Krilogy Financial LLC	10	1	0.01%	0.03%	0.05%	Q3 2015	Q1 2023	21
Rain Capital Management, LLC	17	4	0.03%	0.19%	0.44%	Q4 2015	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.47%	0.59%	0.78%	Q1 2017	Q3 2023	21
Parisi Gray Wealth Management	19	1	0.08%	0.14%	0.23%	Q4 2017	Q2 2023	21
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.09%	0.13%	0.17%	Q2 2016	Q1 2021	20
SG Americas Securities, LLC	12	1	0.00%	0.02%	0.04%	Q2 2013	Q4 2021	20
Archer Investment Corp	20	20	0.29%	0.47%	1.03%	Q4 2018	Q3 2023	20
OPPENHEIMER ASSET MANAGEMENT INC.	20	20	0.01%	0.02%	0.03%	Q1 2017	Q4 2021	20
THOMASPARTNERS, INC.	20	20	0.01%	0.02%	0.04%	Q2 2013	Q1 2018	20
Guidance Point Advisors, LLC	20	20	1.09%	1.55%	2.61%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.01%	0.07%	0.12%	Q4 2018	Q3 2023	20
Lenox Wealth Advisors, LLC	19	1	0.02%	0.06%	0.12%	Q4 2013	Q1 2022	20
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	20	20	0.22%	0.88%	1.60%	Q3 2017	Q2 2022	20
Calamos Wealth Management LLC	18	1	0.02%	0.70%	1.94%	Q4 2014	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.45%	0.64%	0.88%	Q4 2018	Q3 2023	20
ROMAN BUTLER FULLERTON & CO	20	20	0.36%	0.46%	0.71%	Q4 2018	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.03%	0.15%	0.25%	Q4 2018	Q3 2023	20
Essex Savings Bank	20	20	0.09%	0.15%	0.23%	Q4 2018	Q3 2023	20
Manchester Capital Management LLC	19	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.04%	0.14%	0.19%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.08%	0.17%	0.33%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.14%	0.21%	0.34%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.05%	0.08%	0.12%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.08%	0.11%	0.16%	Q4 2018	Q3 2023	20
EFG Asset Management (Americas) Corp.	19	1	0.25%	0.29%	0.35%	Q4 2013	Q4 2019	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.00%	0.01%	0.04%	Q4 2017	Q4 2022	20
Farmers & Merchants Trust Co of Long Beach	20	20	0.21%	0.27%	0.35%	Q4 2018	Q3 2023	20
MANUFACTURERS LIFE INSURANCE COMPANY, THE	20	20	0.00%	0.00%	0.00%	Q4 2013	Q3 2018	20
Ellis Investment Partners, LLC	20	20	5.21%	6.51%	7.97%	Q4 2018	Q3 2023	20
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	20	20	2.77%	3.35%	4.14%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.07%	0.17%	0.35%	Q4 2017	Q3 2022	20
Magnus Financial Group LLC	20	20	0.12%	0.30%	0.40%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.14%	0.27%	0.95%	Q4 2018	Q3 2023	20
Intersect Capital LLC	20	20	0.12%	0.26%	0.54%	Q2 2017	Q1 2022	20
Wambolt & Associates, LLC	20	20	0.46%	1.15%	2.18%	Q4 2018	Q3 2023	20
BRINKER CAPITAL INC	20	20	0.02%	0.09%	0.16%	Q3 2015	Q2 2020	20
Private Portfolio Partners LLC	20	20	0.54%	0.64%	0.74%	Q4 2018	Q3 2023	20
Riverview Trust Co	20	20	0.08%	0.13%	0.25%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.01%	0.14%	0.40%	Q4 2018	Q3 2023	20
Welch Group, LLC	16	4	0.02%	0.04%	0.23%	Q3 2018	Q3 2023	20
GREAT VALLEY ADVISOR GROUP, INC.	20	20	0.03%	0.07%	0.19%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.46%	0.85%	1.18%	Q4 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.03%	0.06%	0.09%	Q3 2017	Q2 2022	20
Vantage Investment Advisors, LLC	20	20	0.12%	0.16%	0.23%	Q4 2013	Q3 2018	20
McCarthy Grittinger Financial Group, LLC	20	20	0.02%	0.07%	0.13%	Q4 2018	Q3 2023	20
YorkBridge Wealth Partners, LLC	13	1	0.05%	0.12%	0.21%	Q4 2016	Q4 2022	20
Legacy Bridge, LLC	20	20	0.02%	0.03%	0.04%	Q4 2018	Q3 2023	20
Clarus Wealth Advisors	19	1	0.11%	0.51%	1.77%	Q4 2017	Q4 2022	20
Insight Wealth Strategies, LLC	20	20	0.07%	0.92%	3.62%	Q4 2018	Q3 2023	20
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	8	5	0.07%	0.11%	0.21%	Q1 2014	Q1 2020	20
Omega Financial Group, LLC	20	20	2.64%	3.49%	5.21%	Q4 2018	Q3 2023	20
Hurlow Wealth Management Group, Inc.	20	20	0.24%	0.41%	0.58%	Q4 2018	Q3 2023	20
CORRADO ADVISORS, LLC	19	1	0.00%	0.31%	0.40%	Q4 2015	Q4 2022	20
Midwest Professional Planners, LTD.	18	1	0.10%	0.92%	2.66%	Q4 2017	Q4 2022	19
GREENWOOD CAPITAL ASSOCIATES LLC	12	1	0.06%	0.20%	0.75%	Q3 2013	Q4 2022	19
Steinberg Global Asset Management	14	5	0.07%	0.48%	1.41%	Q2 2013	Q1 2019	19
SRS Capital Advisors, Inc.	10	2	0.01%	0.86%	2.23%	Q3 2018	Q3 2023	19
Investors Research Corp	19	19	0.00%	0.36%	0.54%	Q1 2019	Q3 2023	19
Advisory Alpha, LLC	19	19	0.01%	0.05%	0.15%	Q4 2018	Q2 2023	19
MOSELEY INVESTMENT MANAGEMENT INC	19	19	0.14%	0.22%	0.39%	Q1 2019	Q3 2023	19
CLEAR STREET MARKETS LLC	3	1	0.00%	0.22%	1.94%	Q1 2016	Q4 2022	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.09%	0.27%	0.93%	Q1 2019	Q3 2023	19
Caprock Group, LLC	10	2	0.03%	0.12%	0.37%	Q4 2014	Q3 2023	19
EDMOND DE ROTHSCHILD HOLDING S.A.	15	2	0.00%	0.02%	0.07%	Q2 2015	Q3 2023	19
Strategic Family Wealth Counselors, L.L.C.	14	5	0.11%	0.16%	0.24%	Q4 2018	Q3 2023	19
Ausdal Financial Partners, Inc.	10	9	0.04%	0.67%	2.57%	Q4 2015	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.05%	0.23%	0.50%	Q2 2013	Q4 2017	19
First National Bank of South Miami	19	19	0.39%	0.48%	0.58%	Q4 2018	Q2 2023	19
Sequoia Financial Advisors, LLC	19	19	0.04%	0.08%	0.16%	Q1 2019	Q3 2023	19
ROCKLAND TRUST CO	16	3	0.02%	0.03%	0.06%	Q1 2016	Q3 2023	19
TSFG, LLC	19	19	0.01%	0.04%	0.15%	Q1 2019	Q3 2023	19
Noven Financial Group, Inc.	19	19	0.17%	1.42%	2.31%	Q3 2015	Q1 2020	19
IFC Holdings Incorporated/FL	19	19	0.06%	0.09%	0.15%	Q2 2013	Q4 2017	19
Trinity Legacy Partners, LLC	19	19	0.08%	0.28%	0.50%	Q4 2018	Q2 2023	19
GYL FINANCIAL SYNERGIES, LLC	14	5	0.05%	0.15%	0.29%	Q4 2018	Q3 2023	19
Private Capital Group, LLC	19	19	0.03%	0.19%	0.27%	Q4 2017	Q2 2022	19
Western Wealth Management, LLC	11	8	0.21%	0.57%	1.43%	Q4 2018	Q3 2023	19
CAPITAL ADVISORS INC/OK	11	1	0.01%	0.01%	0.04%	Q4 2016	Q3 2023	19
REILLY FINANCIAL ADVISORS, LLC	12	1	0.00%	0.00%	0.03%	Q2 2013	Q4 2021	19
Prestige Wealth Management Group LLC	10	9	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	19
CHARTIST INC /CA/	7	1	0.12%	0.17%	0.51%	Q2 2013	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.14%	0.19%	0.30%	Q1 2019	Q3 2023	19
Joseph P. Lucia & Associates, LLC	19	19	0.58%	2.26%	4.30%	Q1 2019	Q3 2023	19
Summit Trail Advisors, LLC	15	1	0.02%	0.48%	2.48%	Q4 2017	Q3 2023	19
WILLIAMS JONES & ASSOCIATES LLC	11	8	0.01%	0.20%	0.49%	Q1 2014	Q2 2019	19
First City Capital Management, Inc.	18	1	0.08%	0.22%	0.27%	Q2 2013	Q3 2020	19
Weaver Consulting Group	19	19	0.15%	0.24%	0.32%	Q1 2019	Q3 2023	19
Kingsview Wealth Management, LLC	12	6	0.04%	0.07%	0.16%	Q1 2019	Q3 2023	18
BUCKINGHAM STRATEGIC WEALTH, LLC	8	1	0.00%	0.03%	0.06%	Q2 2017	Q3 2023	18
Fusion Family Wealth LLC	18	18	0.01%	0.03%	0.16%	Q4 2016	Q1 2021	18
FIRST INTERSTATE BANK	18	18	0.01%	0.02%	0.03%	Q3 2015	Q4 2019	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.16%	0.52%	0.94%	Q2 2013	Q3 2017	18
Barrington Strategic Wealth Management Group LLC	18	18	0.43%	1.78%	3.44%	Q2 2013	Q3 2017	18
GAMCO INVESTORS, INC. ET AL	18	18	0.01%	0.01%	0.01%	Q2 2019	Q3 2023	18
Financial Sense Advisors, Inc.	17	1	0.11%	2.43%	5.01%	Q4 2015	Q1 2022	18
Biltmore Family Office, LLC	18	18	0.05%	0.09%	0.14%	Q2 2019	Q3 2023	18
STALEY CAPITAL ADVISERS INC	13	5	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	18
Sound View Wealth Advisors Group, LLC	18	18	0.10%	0.55%	1.76%	Q2 2019	Q3 2023	18
CREATIVE FINANCIAL DESIGNS INC /ADV	9	9	0.01%	0.06%	0.28%	Q4 2016	Q3 2023	18
Realta Investment Advisors	14	4	0.03%	0.10%	0.17%	Q1 2019	Q3 2023	18
SUMMIT FINANCIAL GROUP, INC.	18	18	1.23%	1.65%	2.10%	Q2 2019	Q3 2023	18
QUADRANT CAPITAL GROUP LLC	17	1	0.00%	0.02%	0.04%	Q2 2015	Q3 2023	18
PRIVATE CAPITAL MANAGEMENT LLC	12	1	0.08%	0.16%	0.22%	Q4 2018	Q3 2023	18
DAVIDSON & GARRARD INC	18	18	0.14%	0.22%	0.31%	Q2 2013	Q3 2017	18
Connecticut Wealth Management, LLC	18	18	0.02%	0.37%	0.70%	Q2 2019	Q3 2023	18
BLB&B Advisors, LLC	6	1	0.02%	0.04%	0.06%	Q3 2014	Q3 2023	18
SVB WEALTH LLC	18	18	0.01%	0.11%	0.33%	Q2 2019	Q3 2023	18
Cadence Bank	18	18	0.03%	0.08%	0.18%	Q2 2019	Q3 2023	18
TRUST CO OF VIRGINIA /VA	6	3	0.02%	0.03%	0.04%	Q2 2017	Q2 2023	18
Mirae Asset Global Investments Co., Ltd.	10	2	0.00%	0.40%	3.44%	Q2 2014	Q3 2023	18
Jefferies Group LLC	9	9	0.00%	0.00%	0.01%	Q2 2013	Q1 2018	18
Shulman DeMeo Asset Management LLC	9	9	1.12%	1.50%	3.94%	Q1 2019	Q3 2023	18
NATIONAL PLANNING CORP	18	18	0.50%	0.72%	0.96%	Q2 2013	Q3 2017	18
Moisand Fitzgerald Tamayo, LLC	10	2	0.01%	0.02%	0.04%	Q4 2015	Q3 2023	18
Semmax Financial Advisors Inc.	17	1	0.00%	0.00%	0.04%	Q4 2018	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.33%	0.39%	0.45%	Q2 2013	Q3 2017	18
Clark Capital Management Group, Inc.	13	2	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	18
Foundations Investment Advisors, LLC	11	7	0.01%	0.55%	4.75%	Q2 2018	Q3 2023	18
Columbus Macro, LLC	18	18	0.15%	0.38%	1.43%	Q4 2018	Q1 2023	18
Jacobi Capital Management LLC	17	1	0.00%	0.01%	0.02%	Q2 2016	Q3 2021	18
Trust Co	13	5	0.00%	0.02%	0.05%	Q4 2016	Q3 2023	18
Regis Management CO LLC	18	18	0.05%	0.05%	0.06%	Q4 2015	Q1 2020	18
B. Riley Wealth Management, Inc.	8	4	0.00%	0.42%	1.32%	Q1 2014	Q2 2022	18
Tiller Private Wealth, Inc.	18	18	0.48%	3.16%	5.82%	Q4 2015	Q1 2020	18
THOROUGHBRED FINANCIAL SERVICES, LLC	17	1	0.24%	0.51%	0.85%	Q1 2019	Q3 2023	18
Keel Point, LLC	11	6	0.05%	0.37%	2.22%	Q1 2015	Q3 2023	17
Timber Hill LLC	10	1	0.00%	0.06%	0.40%	Q2 2013	Q1 2018	17
CAPSTONE ASSET MANAGEMENT CO	17	17	0.04%	0.07%	0.10%	Q2 2013	Q2 2017	17
MinichMacGregor Wealth Management, LLC	12	1	0.09%	1.07%	6.65%	Q4 2015	Q2 2023	17
Fairhaven Wealth Management, LLC	10	1	0.12%	0.18%	0.26%	Q4 2018	Q2 2023	17
Simplicity Solutions, LLC	11	1	0.01%	0.13%	0.42%	Q4 2015	Q3 2023	17
Family Management Corp	17	17	0.00%	0.00%	0.01%	Q3 2019	Q3 2023	17
Providence Wealth Advisors, LLC	17	17	0.73%	1.31%	2.35%	Q1 2019	Q1 2023	17
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	17	17	0.07%	0.24%	0.32%	Q4 2013	Q4 2017	17
Windsor Financial Group, LLC	17	17	0.18%	0.23%	0.29%	Q2 2013	Q2 2017	17
Altium Wealth Management LLC	17	17	0.02%	0.05%	0.10%	Q2 2018	Q2 2022	17
Corbenic Partners LLC	16	1	0.01%	0.01%	0.02%	Q3 2013	Q4 2017	17
IFG Advisors, LLC	17	17	3.22%	3.94%	5.56%	Q3 2019	Q3 2023	17
Global Wealth Management Investment Advisory, Inc.	15	2	0.04%	0.83%	2.73%	Q4 2018	Q3 2023	17
American Financial Advisors, LLC	12	5	0.03%	0.05%	0.12%	Q4 2018	Q3 2023	17
Tranquility Partners, LLC	17	17	0.17%	0.31%	0.65%	Q2 2019	Q2 2023	17
Wolff Financial Management LLC	10	1	0.43%	1.37%	2.36%	Q4 2018	Q3 2023	17
Peak Asset Management, LLC	11	6	0.09%	0.27%	0.45%	Q4 2014	Q1 2023	17
Asset Management One Co., Ltd.	17	17	0.00%	0.00%	0.01%	Q4 2016	Q4 2020	17
Carmichael Hill & Associates, Inc.	16	1	0.12%	0.16%	0.20%	Q3 2018	Q3 2023	17
V Wealth Advisors LLC	10	1	0.03%	0.08%	0.16%	Q2 2017	Q2 2023	17
Barnett & Company, Inc.	17	17	0.02%	0.02%	0.03%	Q1 2016	Q1 2020	17
Csenge Advisory Group	17	17	0.12%	0.25%	0.49%	Q3 2019	Q3 2023	17
Allred Capital Management, LLC	12	5	0.12%	0.17%	0.28%	Q4 2018	Q3 2023	17
Aptus Capital Advisors, LLC	17	17	0.00%	0.00%	0.01%	Q3 2019	Q3 2023	17
Selective Wealth Management, Inc.	14	3	0.02%	0.11%	0.28%	Q3 2019	Q4 2023	17
WHITE PINE CAPITAL LLC	17	17	0.09%	0.17%	0.22%	Q2 2013	Q2 2017	17
Vestmark Advisory Solutions, Inc.	14	3	0.02%	0.05%	0.09%	Q1 2019	Q2 2023	17
Snowden Capital Advisors LLC	8	1	0.00%	0.07%	0.24%	Q4 2018	Q3 2023	17
Asset Planning Services, Ltd.	15	2	0.02%	0.04%	0.14%	Q2 2015	Q3 2019	17
Concert Wealth Management Inc.	17	17	0.11%	0.24%	0.64%	Q2 2013	Q2 2017	17
NorthRock Partners, LLC	17	17	0.06%	0.10%	0.18%	Q3 2019	Q3 2023	17
FIRST MERCHANTS CORP	17	17	0.02%	0.04%	0.05%	Q3 2019	Q3 2023	17
MGO ONE SEVEN LLC	15	2	0.05%	0.22%	0.44%	Q4 2017	Q3 2023	17
Salient Capital Advisors, LLC	17	17	0.02%	0.03%	0.06%	Q2 2013	Q2 2017	17
Fieldpoint Private Securities, LLC	17	17	0.18%	0.44%	1.91%	Q2 2018	Q2 2022	17
IMA Wealth, Inc.	17	17	0.10%	0.23%	1.68%	Q2 2013	Q2 2017	17
NOTTINGHAM ADVISORS, INC.	17	17	0.33%	0.45%	0.62%	Q2 2013	Q2 2017	17
ACCESS FINANCIAL SERVICES, INC.	11	6	0.20%	0.98%	1.54%	Q3 2018	Q3 2023	17
WFG Advisors, LP	17	17	0.06%	0.24%	0.46%	Q2 2013	Q2 2017	17
CX Institutional	12	1	0.00%	0.16%	0.69%	Q2 2018	Q4 2022	17
ATLAS CAPITAL ADVISORS LLC	12	5	0.01%	0.05%	0.13%	Q2 2019	Q3 2023	17
BRADLEY FOSTER & SARGENT INC/CT	8	1	0.01%	0.02%	0.02%	Q4 2013	Q3 2023	17
Harbour Capital Advisors, LLC	17	17	0.09%	0.15%	0.23%	Q4 2013	Q4 2017	17
UBS AG	6	6	0.00%	0.04%	0.14%	Q2 2013	Q3 2014	17
Keudell/Morrison Wealth Management	17	17	0.18%	0.33%	0.50%	Q3 2019	Q3 2023	17
Bull Street Advisors, LLC	17	17	0.20%	0.23%	0.32%	Q3 2019	Q3 2023	17
Florin Court Capital LLP	6	1	0.21%	1.66%	11.81%	Q4 2016	Q1 2023	16
DARRELL & KING LLC	16	16	0.04%	0.12%	0.19%	Q4 2015	Q3 2019	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	1.98%	2.57%	3.49%	Q4 2019	Q3 2023	16
EPG Wealth Management LLC	16	16	0.03%	0.12%	0.17%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	0.08%	0.15%	0.28%	Q4 2019	Q3 2023	16
Sculati Wealth Management, LLC	16	16	0.49%	0.58%	0.85%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.07%	0.11%	0.25%	Q4 2019	Q3 2023	16
Keebeck Wealth Management, LLC	16	16	0.65%	6.79%	11.42%	Q4 2019	Q3 2023	16
Community Financial Services Group, LLC	9	1	0.01%	0.48%	2.05%	Q2 2014	Q3 2023	16
DT Investment Partners, LLC	16	16	0.06%	0.09%	0.10%	Q4 2019	Q3 2023	16
AFT, FORSYTH & COMPANY, INC.	9	2	0.06%	0.16%	0.23%	Q2 2013	Q3 2021	16
Financial Advantage, Inc.	16	16	0.03%	0.06%	0.11%	Q4 2018	Q3 2022	16
First Houston Capital, Inc.	16	16	1.97%	2.75%	3.88%	Q3 2013	Q2 2017	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.10%	0.59%	2.27%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.21%	0.25%	0.28%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.16%	0.42%	1.32%	Q4 2019	Q3 2023	16
Core Wealth Advisors, Inc.	16	16	0.01%	0.26%	1.91%	Q4 2019	Q3 2023	16
ENTERPRISE FINANCIAL SERVICES CORP	10	2	0.01%	0.01%	0.02%	Q4 2015	Q2 2021	16
TIAA, FSB	8	1	0.00%	0.01%	0.01%	Q2 2017	Q2 2023	16
Intercontinental Wealth Advisors, LLC	11	5	0.02%	0.14%	0.20%	Q4 2015	Q4 2019	16
Larson Financial Group LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
MURPHY CAPITAL MANAGEMENT INC	16	16	0.04%	0.04%	0.04%	Q1 2016	Q4 2019	16
MAIRS & POWER INC	15	1	0.01%	0.01%	0.01%	Q4 2015	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.81%	0.99%	1.42%	Q4 2019	Q3 2023	16
TBH Global Asset Management, LLC	16	16	0.06%	0.10%	0.24%	Q4 2019	Q3 2023	16
Advanced Asset Management Advisors Inc	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
First National Bank of Mount Dora, Trust Investment Services	12	1	0.10%	0.14%	0.17%	Q4 2013	Q2 2019	16
Orion Portfolio Solutions, LLC	16	16	0.04%	0.07%	0.20%	Q4 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.08%	0.12%	0.24%	Q4 2019	Q3 2023	16
PFG Advisors	9	2	0.06%	0.17%	0.40%	Q4 2017	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.01%	0.04%	0.06%	Q3 2019	Q3 2023	16
Heritage Wealth Advisors	16	16	0.02%	0.02%	0.04%	Q4 2019	Q3 2023	16
Heartwood Wealth Advisors LLC	16	16	0.05%	0.19%	1.60%	Q4 2019	Q3 2023	16
ISLAY CAPITAL MANAGEMENT, LLC	16	16	0.68%	1.14%	1.89%	Q4 2019	Q3 2023	16
Cascade Investment Advisors, Inc.	15	1	0.02%	0.03%	0.03%	Q4 2018	Q1 2023	16
Atlas Private Wealth Management, LLC	16	16	0.67%	1.03%	1.63%	Q4 2019	Q3 2023	16
SkyOak Wealth, LLC	16	16	0.08%	0.11%	0.15%	Q4 2019	Q3 2023	16
FIRST WILSHIRE SECURITIES MANAGEMENT INC	16	16	0.06%	0.07%	0.09%	Q1 2016	Q4 2019	16
CRA Financial Services, LLC	11	5	0.10%	0.15%	0.22%	Q3 2019	Q3 2023	16
XML Financial, LLC	16	16	0.13%	0.25%	0.38%	Q4 2019	Q3 2023	16
HANSEATIC MANAGEMENT SERVICES INC	10	2	0.01%	0.23%	1.33%	Q2 2013	Q2 2023	16
Asset Allocation & Management Company, LLC	16	16	0.37%	0.49%	0.66%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	0.34%	0.43%	0.66%	Q4 2019	Q3 2023	16
Holloway Wealth Management, LLC	15	1	0.03%	0.03%	0.07%	Q4 2017	Q1 2022	16
FCG ADVISORS, LLC	7	1	0.07%	0.56%	1.40%	Q3 2013	Q3 2020	16
Adero Partners, LLC	16	16	0.13%	0.56%	1.61%	Q4 2019	Q3 2023	16
Horan Securities, Inc.	11	1	0.03%	0.06%	0.07%	Q3 2016	Q2 2023	16
Monterey Private Wealth, Inc.	16	16	0.32%	0.37%	0.54%	Q4 2019	Q3 2023	16
SEIZERT CAPITAL PARTNERS, LLC	16	16	0.01%	0.01%	0.02%	Q1 2016	Q4 2019	16
TrinityPoint Wealth, LLC	12	4	0.05%	0.07%	0.11%	Q1 2019	Q3 2023	16
TRUE Private Wealth Advisors	16	16	0.02%	0.50%	2.63%	Q4 2019	Q3 2023	16
COMERICA SECURITIES,INC.	16	16	0.02%	0.29%	0.79%	Q1 2019	Q4 2022	16
Equitable Holdings, Inc.	16	16	0.18%	0.21%	0.27%	Q4 2019	Q3 2023	16
Mission Creek Capital Partners, Inc.	16	16	0.23%	0.44%	0.57%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.26%	0.36%	0.52%	Q4 2019	Q3 2023	16
VAUGHAN & Co SECURITIES, INC.	16	16	0.76%	0.95%	1.04%	Q4 2019	Q3 2023	16
Wealthspire Advisors, L.P.	14	1	0.01%	0.03%	0.17%	Q4 2015	Q3 2020	16
PBMares Wealth Management LLC	16	16	0.15%	0.38%	0.83%	Q4 2019	Q3 2023	16
Keystone Financial Group	16	16	0.06%	0.21%	0.47%	Q4 2017	Q3 2021	16
JAMES INVESTMENT RESEARCH INC	14	2	0.00%	0.00%	0.02%	Q2 2013	Q1 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.31%	0.41%	0.65%	Q4 2019	Q3 2023	16
CVA Family Office, LLC	16	16	0.17%	0.69%	2.76%	Q4 2019	Q3 2023	16
Carl P. Sherr & Co., LLC	16	16	0.25%	0.29%	0.38%	Q4 2019	Q3 2023	16
Investment Research & Advisory Group, Inc.	16	16	0.06%	0.08%	0.10%	Q4 2019	Q3 2023	16
Powell Investment Advisors, LLC	16	16	4.39%	5.76%	6.44%	Q4 2019	Q3 2023	16
Soltis Investment Advisors LLC	16	16	0.04%	0.06%	0.09%	Q4 2019	Q3 2023	16
First Citizens Financial Corp	13	2	0.79%	1.04%	1.32%	Q4 2019	Q3 2023	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.17%	0.33%	0.42%	Q1 2020	Q3 2023	15
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.10%	0.15%	0.26%	Q1 2020	Q3 2023	15
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	7	1	0.02%	0.03%	0.04%	Q4 2013	Q4 2017	15
Clear Perspective Advisors, LLC	15	15	0.23%	0.50%	0.88%	Q4 2016	Q2 2020	15
MainStreet Investment Advisors LLC	12	1	0.03%	0.04%	0.06%	Q4 2018	Q3 2023	15
FormulaFolio Investments, LLC	13	2	0.02%	0.02%	0.04%	Q4 2016	Q2 2021	15
Advisor Group, Inc.	15	15	0.17%	0.26%	0.52%	Q2 2016	Q4 2019	15
BlackRock Investment Management, LLC	15	15	0.04%	0.07%	0.09%	Q2 2013	Q4 2016	15
AF Advisors, Inc.	9	6	0.11%	0.20%	0.26%	Q4 2019	Q3 2023	15
Cribstone Capital Management, LLC	15	15	0.02%	0.03%	0.04%	Q2 2016	Q4 2019	15
Asio Capital, LLC	15	15	0.04%	0.07%	0.13%	Q4 2019	Q2 2023	15
GIRARD PARTNERS LTD.	11	4	0.03%	0.04%	0.06%	Q2 2017	Q3 2021	15
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	15	15	1.10%	1.32%	1.55%	Q1 2020	Q3 2023	15
Wellspring Financial Advisors, LLC	15	15	0.29%	0.55%	0.93%	Q1 2020	Q3 2023	15
FOUNDERS FINANCIAL SECURITIES LLC	12	3	0.07%	0.55%	1.81%	Q1 2019	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	0.59%	1.32%	1.91%	Q4 2019	Q3 2023	15
Grassi Investment Management	14	1	0.04%	0.07%	0.09%	Q1 2019	Q3 2023	15
Retirement Group, LLC	14	1	0.07%	0.11%	0.24%	Q4 2019	Q3 2023	15
Laffer Tengler Investments, Inc.	8	1	0.00%	0.02%	0.09%	Q2 2013	Q3 2022	15
Rainier Group Investment Advisory LLC	13	2	0.40%	1.61%	2.65%	Q4 2016	Q3 2020	15
Grace Capital	15	15	0.14%	0.75%	1.53%	Q2 2018	Q4 2021	15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8	1	0.01%	0.03%	0.08%	Q4 2017	Q3 2023	15
Personal Capital Advisors Corp	9	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2022	15
APPLETON PARTNERS INC/MA	7	2	0.03%	0.04%	0.06%	Q1 2017	Q4 2023	15
1ST SOURCE BANK	15	15	0.02%	0.02%	0.04%	Q4 2016	Q2 2020	15
FLOW TRADERS U.S. LLC	9	2	0.00%	0.10%	0.33%	Q4 2016	Q2 2023	15
Jacobus Wealth Management, Inc.	15	15	0.10%	0.14%	0.32%	Q2 2013	Q4 2016	15
Nichols Asset Management LLC	15	15	0.17%	0.79%	3.22%	Q2 2013	Q4 2016	15
Balentine LLC	11	1	0.00%	0.15%	0.41%	Q4 2015	Q3 2023	15
Platform Technology Partners	10	5	0.31%	0.45%	0.57%	Q4 2019	Q3 2023	15
Capital Investment Counsel, Inc	11	1	0.04%	0.04%	0.06%	Q1 2019	Q3 2023	15
HHM Wealth Advisors, LLC	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
KANALY TRUST CO	15	15	4.48%	5.07%	6.17%	Q2 2013	Q4 2016	15
Pacific Wealth Strategies Group, Inc.	15	15	0.51%	2.00%	2.38%	Q4 2016	Q2 2020	15
MSI Financial Services Inc	15	15	0.35%	0.41%	0.50%	Q2 2013	Q4 2016	15
Verus Financial Partners, Inc.	12	3	0.43%	3.02%	4.10%	Q4 2019	Q3 2023	15
BlackRock Institutional Trust Company, N.A.	15	15	0.00%	0.00%	0.01%	Q2 2013	Q4 2016	15
Catamount Wealth Management	11	4	0.02%	0.03%	0.05%	Q4 2014	Q1 2019	15
Estate Counselors, LLC	11	1	0.01%	0.16%	0.49%	Q2 2013	Q2 2021	15
Willingdon Wealth Management	15	15	0.11%	0.14%	0.20%	Q3 2016	Q1 2020	15
Circle Wealth Management, LLC	14	1	0.04%	0.15%	0.34%	Q4 2016	Q3 2023	15
Avion Wealth	15	15	0.00%	0.04%	0.09%	Q1 2020	Q3 2023	15
FSA Wealth Management LLC	10	5	0.17%	0.22%	0.27%	Q4 2019	Q3 2023	15
Wealthspire Advisors, LLC	14	1	0.01%	0.15%	0.29%	Q4 2018	Q3 2023	15
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	10	5	0.10%	0.13%	0.26%	Q4 2019	Q3 2023	15
GRIMES & COMPANY, INC.	15	15	0.03%	0.04%	0.06%	Q1 2020	Q3 2023	15
Farmers National Bank	10	2	0.00%	0.20%	0.93%	Q4 2014	Q2 2019	15
Aurora Private Wealth, Inc.	15	15	0.13%	0.21%	0.40%	Q4 2019	Q2 2023	15
Disciplined Investments, LLC	15	15	0.03%	0.06%	0.10%	Q4 2019	Q2 2023	15
Proficio Capital Partners LLC	15	15	0.06%	0.07%	0.08%	Q2 2016	Q4 2019	15
Wagner Wealth Management, LLC	10	4	0.02%	0.04%	0.08%	Q4 2017	Q1 2023	14
HOEY INVESTMENTS, INC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
JACKSON SQUARE CAPITAL, LLC	14	14	0.05%	0.09%	0.12%	Q4 2019	Q1 2023	14
ATTICUS WEALTH MANAGEMENT, LLC	7	3	0.01%	0.06%	0.20%	Q4 2019	Q3 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.04%	0.05%	0.06%	Q2 2013	Q3 2016	14
NORTHSTAR WEALTH PARTNERS LLC	8	6	1.14%	1.81%	2.54%	Q1 2017	Q3 2020	14
FIFTH THIRD SECURITIES, INC.	8	1	0.03%	0.45%	1.14%	Q1 2016	Q3 2023	14
SILVERCREST ASSET MANAGEMENT GROUP LLC	14	14	0.00%	0.00%	0.00%	Q4 2016	Q1 2020	14
Resource Management, LLC	14	14	0.04%	0.05%	0.06%	Q4 2017	Q1 2021	14
Advisors Preferred, LLC	12	1	0.10%	0.66%	1.48%	Q4 2015	Q4 2019	14
Brookstone Capital Management	10	1	0.00%	0.39%	2.87%	Q2 2014	Q3 2023	14
Bruderman Asset Management, LLC	8	1	0.01%	0.03%	0.06%	Q1 2015	Q1 2019	14
TCTC Holdings, LLC	14	14	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	14
Claraphi Advisory Network, LLC	10	4	0.17%	0.27%	0.36%	Q4 2017	Q4 2022	14
BBR PARTNERS, LLC	12	1	0.02%	0.03%	0.07%	Q3 2014	Q3 2023	14
Elgethun Capital Management	14	14	0.09%	0.14%	0.17%	Q4 2016	Q1 2020	14
Allianz Asset Management GmbH	5	1	0.00%	0.00%	0.01%	Q4 2013	Q1 2023	14
American Institute for Advanced Investment Management, LLP	11	1	0.18%	0.24%	0.30%	Q4 2019	Q3 2023	14
Baker Avenue Asset Management, LP	11	1	0.01%	0.12%	1.53%	Q2 2013	Q4 2022	14
Twin Tree Management, LP	7	1	0.00%	0.11%	0.31%	Q1 2020	Q2 2022	14
JOYN Advisors, Inc.	10	4	0.01%	0.42%	0.72%	Q2 2013	Q4 2018	14
WealthOne, LLC	8	6	0.08%	0.48%	1.62%	Q4 2018	Q1 2023	14
Gladstone Institutional Advisory LLC	11	1	0.04%	0.09%	0.16%	Q3 2019	Q3 2023	14
J.W. COLE ADVISORS, INC.	8	1	0.15%	0.22%	0.33%	Q4 2019	Q3 2023	14
Gerstein Fisher	14	14	0.03%	0.04%	0.05%	Q2 2013	Q3 2016	14
Acorn Wealth Advisors, LLC	14	14	0.10%	0.63%	0.86%	Q4 2017	Q1 2021	14
ASSET MANAGEMENT CORP /IL/ /ADV	14	14	0.18%	0.22%	0.29%	Q4 2019	Q1 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.16%	0.20%	0.24%	Q2 2020	Q3 2023	14
Corient Capital Partners, LLC	14	14	0.07%	0.14%	0.25%	Q3 2016	Q4 2019	14
Crestone Asset Management LLC	13	1	0.07%	0.17%	0.23%	Q4 2016	Q3 2023	14
PagnatoKarp Partners LLC	14	14	0.14%	0.48%	0.94%	Q4 2016	Q1 2020	14
Atlas Private Wealth Advisors	14	14	0.47%	1.01%	1.59%	Q2 2020	Q3 2023	14
RITHOLTZ WEALTH MANAGEMENT	12	1	0.01%	0.09%	0.16%	Q4 2016	Q3 2023	14
Center for Financial Planning, Inc.	13	13	0.02%	0.02%	0.02%	Q4 2019	Q4 2022	13
OXFORD FINANCIAL GROUP, LTD. LLC	13	13	0.00%	0.03%	0.08%	Q3 2020	Q3 2023	13
Principle Wealth Partners LLC	12	1	0.03%	0.35%	0.45%	Q2 2020	Q3 2023	13
Affiance Financial, LLC	13	13	0.01%	0.01%	0.01%	Q4 2019	Q4 2022	13
MEITAV INVESTMENT HOUSE LTD	7	1	0.00%	0.05%	0.12%	Q4 2018	Q2 2023	13
Truvestments Capital LLC	8	1	0.00%	0.02%	0.07%	Q3 2018	Q2 2022	13
Hoffman, Alan N Investment Management	13	13	0.17%	0.20%	0.25%	Q4 2020	Q4 2023	13
MIRSKY FINANCIAL MANAGEMENT CORP.	13	13	0.14%	0.23%	0.31%	Q4 2018	Q4 2021	13
Newport Wealth Strategies, Inc.	10	3	0.15%	0.35%	0.52%	Q4 2017	Q3 2021	13
SHINE INVESTMENT ADVISORY SERVICES INC	13	13	0.01%	0.03%	0.05%	Q2 2017	Q2 2020	13
NEVILLE RODIE & SHAW INC	13	13	0.07%	0.08%	0.10%	Q2 2013	Q2 2016	13
Costello Asset Management, INC	8	5	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	13
Miracle Mile Advisors, LLC	13	13	0.05%	0.12%	0.43%	Q3 2020	Q3 2023	13
Arlington Partners LLC	8	5	0.03%	0.43%	0.97%	Q1 2020	Q2 2023	13
Accredited Investors Inc.	12	1	0.04%	0.07%	0.09%	Q1 2017	Q2 2020	13
WASHINGTON TRUST Co	10	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	13
NorthCoast Asset Management LLC	13	13	0.45%	0.70%	1.11%	Q3 2018	Q3 2021	13
Investors Capital Advisory Services	13	13	0.21%	0.24%	0.28%	Q2 2013	Q2 2016	13
Certified Advisory Corp	11	1	0.00%	0.43%	0.79%	Q4 2017	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.12%	0.24%	0.54%	Q3 2020	Q3 2023	13
Key FInancial Inc	12	1	0.02%	0.04%	0.06%	Q1 2020	Q3 2023	13
DENVER INVESTMENT ADVISORS LLC	8	5	0.01%	0.01%	0.02%	Q4 2013	Q1 2018	13
Johanson Financial Advisors, Inc.	7	1	0.08%	0.12%	0.18%	Q1 2017	Q4 2021	13
Newbridge Financial Services Group, Inc.	13	13	0.00%	0.03%	0.06%	Q3 2020	Q3 2023	13
Hixon Zuercher, LLC	13	13	0.11%	0.18%	0.21%	Q3 2020	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.02%	0.04%	0.05%	Q3 2020	Q3 2023	13
PRIVATE TRUST CO NA	7	6	0.08%	0.11%	0.18%	Q1 2013	Q3 2023	13
BARING ASSET MANAGEMENT Ltd	13	13	0.08%	0.15%	0.19%	Q3 2014	Q3 2017	13
Integrated Advisors Network LLC	11	2	0.03%	0.20%	0.37%	Q4 2019	Q3 2023	13
Arcus Capital Partners, LLC	11	2	0.13%	2.82%	4.68%	Q2 2016	Q3 2023	13
Aberdeen Wealth Management LLC	8	2	1.29%	1.49%	1.64%	Q4 2019	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.10%	0.18%	0.69%	Q3 2020	Q3 2023	13
Geneva Advisors, LLC	6	1	0.00%	0.01%	0.01%	Q2 2013	Q2 2017	13
&PARTNERS	13	13	0.43%	2.46%	3.44%	Q3 2020	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	13
Total Clarity Wealth Management, Inc.	12	1	0.05%	0.23%	0.31%	Q4 2019	Q3 2023	13
TCG Advisory Services, LLC	12	12	0.05%	0.16%	0.30%	Q4 2020	Q3 2023	12
Garrison Asset Management, LLC	12	12	0.14%	0.24%	0.49%	Q2 2013	Q1 2016	12
Southland Equity Partners LLC	12	12	0.12%	0.13%	0.15%	Q4 2020	Q3 2023	12
LOWE BROCKENBROUGH & CO INC	12	12	0.02%	0.03%	0.06%	Q4 2020	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.10%	0.48%	2.73%	Q2 2013	Q1 2016	12
PACIFIC SUN FINANCIAL CORP	6	1	0.16%	0.19%	0.26%	Q3 2019	Q2 2023	12
Bank Julius Baer & Co. Ltd, Zurich	12	12	0.00%	0.01%	0.01%	Q1 2020	Q4 2022	12
BANK OF HAWAII	9	3	0.02%	0.63%	1.17%	Q2 2019	Q3 2023	12
B. Riley Financial, Inc.	12	12	0.24%	0.48%	0.84%	Q4 2015	Q3 2018	12
Smith Anglin Financial, LLC	12	12	0.18%	1.44%	5.33%	Q4 2020	Q3 2023	12
Reynders McVeigh Capital Management, LLC	10	2	0.01%	0.03%	0.05%	Q3 2017	Q1 2022	12
OLD MISSION CAPITAL LLC	3	1	0.01%	0.17%	0.82%	Q4 2017	Q4 2022	12
VSR Financial Services, Inc.	11	1	0.02%	0.08%	0.38%	Q2 2013	Q2 2016	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.04%	0.05%	0.07%	Q2 2013	Q1 2016	12
Argent Advisors, Inc.	12	12	0.68%	1.70%	2.56%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.23%	0.26%	0.28%	Q4 2020	Q3 2023	12
Curi Wealth Management, LLC	12	12	0.16%	0.28%	0.57%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	1.40%	2.68%	3.63%	Q4 2020	Q3 2023	12
Navis Wealth Advisors, LLC	12	12	0.20%	0.31%	0.46%	Q4 2020	Q3 2023	12
Aveo Capital Partners, LLC	4	1	0.07%	0.23%	0.52%	Q4 2016	Q3 2023	12
Madrona Financial Services, LLC	9	3	0.17%	0.25%	0.32%	Q2 2019	Q3 2023	12
Orion Capital Management LLC	12	12	0.20%	0.29%	0.35%	Q4 2020	Q3 2023	12
Penobscot Investment Management Company, Inc.	12	12	0.06%	0.08%	0.10%	Q4 2016	Q3 2019	12
Wealth Dimensions Group, Ltd.	12	12	0.22%	0.38%	0.54%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.20%	0.39%	0.69%	Q4 2020	Q3 2023	12
Interchange Capital Partners, LLC	12	12	0.13%	0.64%	3.63%	Q4 2020	Q3 2023	12
Thrive Capital Management, LLC	12	12	0.76%	1.08%	1.37%	Q4 2020	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.21%	0.34%	1.01%	Q4 2020	Q3 2023	12
Clarus Group, Inc.	12	12	0.18%	0.21%	0.26%	Q4 2020	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	0.12%	0.16%	0.18%	Q4 2020	Q3 2023	12
Elk River Wealth Management, LLC	12	12	0.10%	0.13%	0.18%	Q4 2020	Q3 2023	12
DB Wealth Management Group, LLC	12	12	0.07%	0.16%	0.18%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.22%	0.29%	0.38%	Q4 2020	Q3 2023	12
Astor Investment Management LLC	6	1	0.00%	0.58%	2.24%	Q4 2017	Q3 2022	12
Cranbrook Wealth Management, LLC	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.10%	0.16%	0.26%	Q4 2018	Q3 2021	12
Tradition Wealth Management, LLC	12	12	0.25%	1.04%	1.39%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	1.43%	3.10%	4.17%	Q4 2020	Q3 2023	12
Altus Wealth Group LLC	12	12	0.22%	0.31%	0.37%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	0.22%	0.26%	0.32%	Q4 2020	Q3 2023	12
M. Kulyk & Associates, LLC	12	12	0.19%	0.35%	0.67%	Q4 2020	Q3 2023	12
MRA Advisory Group	12	12	0.19%	0.27%	0.31%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.03%	0.05%	0.12%	Q4 2020	Q3 2023	12
Birchcreek Wealth Management, LLC	12	12	0.18%	0.23%	0.28%	Q4 2020	Q3 2023	12
Hoese & Co LLP	12	12	0.45%	0.53%	0.59%	Q1 2021	Q4 2023	12
Journey Advisory Group, LLC	12	12	0.09%	0.16%	0.30%	Q4 2020	Q3 2023	12
Bouvel Investment Partners, LLC	12	12	1.10%	1.30%	1.74%	Q4 2020	Q3 2023	12
ARCADIA INVESTMENT MANAGEMENT CORP/MI	12	12	0.01%	0.06%	0.10%	Q4 2015	Q3 2018	12
TruWealth Advisors, LLC	12	12	0.05%	0.06%	0.08%	Q4 2020	Q3 2023	12
Mengis Capital Management, Inc.	12	12	0.06%	0.06%	0.07%	Q4 2020	Q3 2023	12
CONNING INC.	12	12	0.32%	0.41%	0.56%	Q4 2014	Q3 2017	12
Burt Wealth Advisors	12	12	0.01%	0.03%	0.05%	Q4 2016	Q3 2019	12
WOLFF WIESE MAGANA LLC	12	12	0.01%	0.87%	1.86%	Q4 2020	Q3 2023	12
Allen Investment Management, LLC	12	12	0.01%	0.03%	0.05%	Q4 2020	Q3 2023	12
MTM Investment Management, LLC	12	12	0.02%	0.03%	0.03%	Q4 2020	Q3 2023	12
Tennessee Valley Asset Management Partners	9	1	0.08%	0.10%	0.13%	Q4 2019	Q3 2023	12
NinePointTwo Capital LLC	12	12	1.70%	2.07%	2.45%	Q4 2020	Q3 2023	12
HHG & Company, LLC	12	12	0.72%	0.84%	0.96%	Q2 2013	Q1 2016	12
Citizens National Bank Trust Department	12	12	0.15%	0.36%	0.62%	Q4 2020	Q3 2023	12
COMMERZBANK AKTIENGESELLSCHAFT /FI	7	2	0.00%	0.01%	0.02%	Q4 2013	Q4 2017	12
HOLDERNESS INVESTMENTS CO	12	12	0.16%	0.21%	0.26%	Q1 2017	Q4 2019	12
Stuart Chaussee & Associates, Inc.	12	12	0.04%	0.06%	0.08%	Q2 2018	Q1 2021	12
Renasant Bank	12	12	0.24%	0.99%	1.50%	Q4 2020	Q3 2023	12
F3Logic, LLC	9	1	0.05%	0.42%	4.25%	Q1 2018	Q4 2022	12
BNP PARIBAS FINANCIAL MARKETS	9	1	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	12
Legacy Wealth Planning, LLC	12	12	0.26%	0.47%	1.00%	Q4 2019	Q3 2022	12
Future Financial Wealth Managment LLC	12	12	0.31%	0.38%	0.42%	Q4 2020	Q3 2023	12
PRENTISS SMITH & CO INC	12	12	0.01%	0.02%	0.02%	Q4 2014	Q3 2017	12
Arkadios Wealth Advisors	12	12	0.05%	0.09%	0.12%	Q4 2020	Q3 2023	12
Yellowstone Partners, LLC	12	12	0.22%	0.31%	0.41%	Q4 2013	Q3 2016	12
HMS Capital Management, LLC	4	4	0.16%	0.62%	1.19%	Q2 2017	Q1 2023	12
Flaharty Asset Management, LLC	12	12	0.55%	0.89%	1.09%	Q4 2020	Q3 2023	12
Oldfather Financial Services, LLC	12	12	0.10%	0.77%	0.98%	Q4 2020	Q3 2023	12
Global Financial Private Capital, Inc	12	12	0.00%	0.08%	0.23%	Q3 2017	Q2 2020	12
Renaissance Technologies	4	1	0.00%	0.00%	0.01%	Q1 2018	Q4 2022	12
LIBERTY WEALTH MANAGEMENT LLC	12	12	0.01%	0.03%	0.05%	Q4 2018	Q3 2021	12
Brand Asset Management Group, Inc.	12	12	0.04%	0.04%	0.05%	Q2 2018	Q1 2021	12
Legacy Advisors, LLC	8	1	0.03%	0.07%	0.17%	Q4 2016	Q3 2023	12
Brio Consultants, LLC	12	12	0.26%	0.47%	0.93%	Q4 2018	Q3 2021	12
Grandview Asset Management LLC	6	1	0.16%	0.19%	0.24%	Q2 2020	Q3 2023	12
Canton Hathaway, LLC	12	12	0.00%	0.35%	0.69%	Q3 2018	Q2 2021	12
9258 Wealth Management, LLC	11	1	0.04%	0.06%	0.08%	Q4 2019	Q3 2023	12
CreativeOne Wealth, LLC	12	12	0.02%	0.04%	0.08%	Q4 2020	Q3 2023	12
Lucia Wealth Services, LLC	12	12	0.03%	0.29%	0.43%	Q4 2017	Q3 2020	12
Meristem Family Wealth, LLC	11	1	0.10%	0.16%	0.20%	Q2 2013	Q1 2022	12
Bard Financial Services, Inc.	11	11	0.55%	0.66%	0.72%	Q4 2020	Q2 2023	11
VALLEY WEALTH MANAGERS, INC.	6	1	0.01%	0.03%	0.20%	Q2 2014	Q3 2023	11
Douglass Winthrop Advisors, LLC	11	11	0.01%	0.02%	0.03%	Q1 2017	Q3 2019	11
Maryland Capital Management	11	11	0.01%	0.02%	0.03%	Q1 2020	Q3 2022	11
Sonora Investment Management, LLC	11	11	0.00%	0.01%	0.01%	Q1 2019	Q3 2021	11
Segment Wealth Management, LLC	11	11	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	11
Fiduciary Planning LLC	8	3	0.01%	0.12%	0.24%	Q3 2020	Q2 2023	11
Round Rock Advisors, LLC	11	11	3.26%	3.86%	4.60%	Q1 2021	Q3 2023	11
SIMMONS FIRST TRUST CO NA	11	11	0.10%	0.39%	0.92%	Q2 2013	Q4 2015	11
Continuum Advisory, LLC	10	1	0.13%	0.18%	0.37%	Q1 2019	Q3 2023	11
BARINGS LLC	11	11	0.02%	0.02%	0.03%	Q4 2017	Q2 2020	11
Addison Advisors LLC	10	1	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	11
Lineweaver Wealth Advisors, LLC	11	11	0.09%	0.17%	0.27%	Q1 2021	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.06%	0.09%	0.11%	Q4 2018	Q2 2021	11
Loveless Wealth Management LLC	11	11	0.39%	0.45%	0.56%	Q4 2019	Q2 2022	11
VALLEY FORGE ASSET MANAGEMENT, LLC	11	11	0.23%	0.39%	0.63%	Q2 2013	Q4 2015	11
Tempus Wealth Planning, LLC	11	11	0.41%	0.68%	0.96%	Q1 2021	Q3 2023	11
Delphi Private Advisors LLC	11	11	0.01%	0.03%	0.06%	Q4 2015	Q2 2018	11
CURIAN CAPITAL LLC	11	11	0.23%	0.40%	0.66%	Q2 2013	Q4 2015	11
Squar Milner Financial Services LLC	11	11	0.10%	0.29%	0.57%	Q4 2017	Q2 2020	11
Princeton Global Asset Management LLC	11	11	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	11
Mattern Wealth Management LLC	9	2	0.07%	0.16%	0.36%	Q4 2019	Q3 2023	11
Sepio Capital, LP	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
Artemis Wealth Advisors, LLC	11	11	0.01%	0.01%	0.02%	Q4 2019	Q2 2022	11
Calamos Advisors LLC	11	11	0.01%	0.01%	0.02%	Q3 2015	Q1 2018	11
HALBERT HARGROVE GLOBAL ADVISORS, LLC	11	11	0.03%	0.03%	0.04%	Q1 2021	Q3 2023	11
Procyon Advisors, LLC	8	3	0.03%	0.05%	0.07%	Q4 2019	Q3 2023	11
WFA of San Diego, LLC	11	11	0.17%	0.31%	0.55%	Q1 2021	Q3 2023	11
LOOMIS SAYLES & CO L P	10	1	0.00%	0.00%	0.02%	Q3 2016	Q1 2021	11
TRUEWEALTH LLC	11	11	0.03%	0.05%	0.06%	Q4 2017	Q2 2020	11
Cardan Capital Partners, LLC	11	11	0.34%	0.38%	0.41%	Q2 2016	Q4 2018	11
CT Financial Advisors LLC	10	1	0.04%	0.06%	0.08%	Q1 2014	Q1 2017	11
Argentus Capital Management, LLC	5	3	0.08%	0.58%	2.12%	Q2 2013	Q3 2016	11
Ratio Wealth Group	9	2	0.10%	0.14%	0.20%	Q4 2020	Q3 2023	11
Hills Bank & Trust Co	11	11	0.02%	0.04%	0.05%	Q1 2021	Q3 2023	11
Vectors Research Management, LLC	11	11	0.01%	0.01%	0.01%	Q4 2019	Q2 2022	11
Ameritas Investment Company, LLC	11	11	0.15%	0.38%	0.67%	Q1 2019	Q3 2021	11
Capital Bank & Trust Co	10	1	0.00%	0.00%	0.01%	Q4 2017	Q2 2021	11
HIGH POINT BANK & TRUST CO	11	11	0.01%	0.01%	0.02%	Q2 2014	Q4 2016	11
Planned Solutions, Inc.	7	4	0.58%	0.96%	1.34%	Q3 2020	Q2 2023	11
55I, LLC	9	2	0.02%	0.10%	0.16%	Q3 2019	Q3 2022	11
FLPUTNAM INVESTMENT MANAGEMENT CO	11	11	0.00%	0.02%	0.08%	Q2 2019	Q4 2021	11
Abbot Financial Management, Inc.	11	11	0.26%	0.29%	0.32%	Q2 2017	Q4 2019	11
ATHERTON LANE ADVISERS, LLC	11	11	0.03%	0.08%	0.10%	Q2 2013	Q4 2015	11
Hexagon Capital Partners LLC	11	11	0.11%	0.12%	0.13%	Q1 2021	Q3 2023	11
Epstein & White Financial LLC	11	11	0.09%	1.77%	12.87%	Q4 2017	Q2 2020	11
INTRUST BANK NA	11	11	0.10%	0.13%	0.16%	Q1 2021	Q3 2023	11
Geneva Partners, LLC	10	1	1.26%	1.71%	2.22%	Q2 2016	Q4 2019	11
Bremer Bank National Association	6	5	0.04%	0.10%	0.27%	Q1 2019	Q1 2022	11
TRANSCEND CAPITAL ADVISORS, LLC	10	1	0.08%	0.18%	0.25%	Q4 2019	Q3 2023	11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11	11	0.00%	0.01%	0.06%	Q1 2021	Q3 2023	11
Hardy Reed LLC	9	2	0.48%	0.90%	1.49%	Q4 2018	Q1 2023	11
ONE PLUS ONE WEALTH MANAGEMENT, LLC	11	11	0.19%	0.23%	0.25%	Q1 2021	Q3 2023	11
EMERSON INVESTMENT MANAGEMENT, LLC	11	11	0.06%	0.06%	0.07%	Q3 2013	Q1 2016	11
ADVANTAGE INVESTMENT MANAGEMENT, LLC	10	1	0.00%	0.36%	1.01%	Q4 2014	Q2 2018	11
Qube Research & Technologies Ltd	3	1	0.00%	0.04%	0.10%	Q4 2019	Q3 2023	11
WestHill Financial Advisors, Inc.	9	2	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	11
PHILLIPS FINANCIAL MANAGEMENT, LLC	5	1	0.05%	0.14%	0.25%	Q2 2013	Q3 2023	11
COLTON GROOME FINANCIAL ADVISORS, LLC	5	1	0.28%	2.75%	6.54%	Q3 2019	Q2 2023	11
Spire Wealth Management	11	11	0.03%	0.06%	0.24%	Q1 2021	Q3 2023	11
Apriem Advisors	10	1	0.01%	0.01%	0.02%	Q4 2014	Q2 2018	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.02%	0.04%	Q2 2013	Q4 2015	11
CMG Global Holdings, LLC	11	11	1.26%	1.57%	1.94%	Q1 2021	Q3 2023	11
Private Ocean, LLC	11	11	0.06%	0.09%	0.13%	Q1 2021	Q3 2023	11
New England Investment & Retirement Group, Inc.	7	1	0.02%	3.08%	5.05%	Q2 2013	Q1 2020	11
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
Piscataqua Savings Bank	11	11	0.19%	0.20%	0.21%	Q1 2021	Q3 2023	11
Corundum Group, Inc.	6	4	0.40%	0.75%	1.28%	Q3 2017	Q1 2020	10
STRATEGY ASSET MANAGERS LLC	4	1	0.05%	0.06%	0.08%	Q4 2019	Q1 2023	10
Northstar Advisory Group, LLC	7	3	0.13%	0.17%	0.21%	Q4 2020	Q2 2023	10
Brick & Kyle, Associates	10	10	0.01%	0.01%	0.01%	Q4 2014	Q1 2017	10
Chesley Taft & Associates LLC	7	3	0.02%	0.02%	0.03%	Q3 2014	Q3 2017	10
First Financial Bank - Trust Division	5	2	0.03%	0.04%	0.04%	Q4 2013	Q4 2023	10
Bellwether Advisors, LLC	10	10	0.00%	0.02%	0.04%	Q4 2020	Q1 2023	10
MARSHALL WACE, LLP	5	1	0.00%	0.01%	0.04%	Q1 2018	Q4 2022	10
HARBOUR INVESTMENTS, INC.	6	4	0.03%	0.05%	0.10%	Q1 2021	Q3 2023	10
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC	10	10	0.27%	0.37%	0.62%	Q3 2016	Q4 2018	10
CYPRESS CAPITAL MANAGEMENT LLC	10	10	0.04%	0.05%	0.05%	Q3 2017	Q4 2019	10
NATIONAL PENN INVESTORS TRUST CO /PA	10	10	0.04%	0.04%	0.05%	Q4 2013	Q1 2016	10
All Terrain Financial Advisors, LLC	10	10	0.08%	0.20%	0.31%	Q4 2017	Q1 2020	10
Accel Wealth Management	10	10	0.02%	0.02%	0.03%	Q4 2020	Q1 2023	10
Eagle Capital Management, LLC	7	3	0.11%	1.75%	3.55%	Q4 2013	Q4 2017	10
Cornerstone Wealth Management, LLC	5	2	0.02%	0.04%	0.06%	Q2 2018	Q3 2023	10
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	6	4	0.12%	0.15%	0.18%	Q2 2020	Q3 2023	10
Aureus Asset Management, LLC	6	1	0.02%	0.22%	0.72%	Q2 2013	Q4 2021	10
Firestone Capital Management	8	1	0.06%	0.09%	0.23%	Q4 2019	Q4 2022	10
Cordasco Financial Network	10	10	0.02%	0.02%	0.03%	Q4 2013	Q1 2016	10
Formidable Asset Management, LLC	10	10	0.02%	0.02%	0.02%	Q4 2013	Q1 2016	10
NBT BANK N A /NY	4	2	0.03%	0.04%	0.06%	Q1 2014	Q4 2021	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.01%	0.02%	0.06%	Q4 2020	Q3 2023	10
MID CONTINENT CAPITAL LLC/IL	10	10	0.02%	0.04%	0.05%	Q2 2013	Q3 2015	10
WHALEROCK POINT PARTNERS, LLC	9	1	0.33%	0.41%	0.47%	Q1 2016	Q3 2018	10
NAPLES GLOBAL ADVISORS, LLC	8	2	0.02%	0.04%	0.08%	Q4 2019	Q3 2023	10
Virtu KCG Holdings LLC	7	1	0.00%	0.01%	0.04%	Q3 2013	Q2 2017	10
EMFO, LLC	10	10	0.61%	0.68%	0.75%	Q2 2021	Q3 2023	10
Lourd Capital, LLC	7	1	0.02%	0.03%	0.04%	Q2 2014	Q4 2018	10
Gitterman Wealth Management, LLC	10	10	0.10%	0.22%	0.30%	Q1 2021	Q2 2023	10
GFS Advisors, LLC	9	1	0.06%	0.06%	0.07%	Q1 2016	Q3 2023	10
Bank of New Hampshire	10	10	0.12%	0.13%	0.15%	Q2 2021	Q3 2023	10
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	10	10	0.18%	0.22%	0.27%	Q4 2014	Q1 2017	10
Ally Financial Inc.	8	2	0.90%	4.53%	8.31%	Q2 2019	Q4 2021	10
Golden State Wealth Management, LLC	5	1	0.04%	0.08%	0.15%	Q1 2019	Q1 2022	10
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Horizon Investments, LLC	8	2	0.00%	2.45%	7.56%	Q1 2021	Q3 2023	10
UNITED BANK, INC.	10	10	0.12%	0.15%	0.18%	Q2 2015	Q3 2017	10
Gilman Hill Asset Management, LLC	7	3	0.08%	0.23%	0.95%	Q1 2016	Q1 2023	10
Litman Gregory Wealth Management LLC	10	10	0.00%	0.00%	0.00%	Q4 2018	Q1 2021	10
GenWealth Group, Inc.	9	1	0.07%	0.12%	0.14%	Q4 2017	Q4 2020	10
FLC Capital Advisors	5	5	0.07%	0.13%	0.21%	Q4 2018	Q4 2021	10
PFS INVESTMENTS INC.	5	1	0.04%	0.76%	2.46%	Q4 2019	Q2 2023	10
DeDora Capital, Inc.	9	1	0.01%	0.25%	0.34%	Q4 2017	Q1 2022	10
Lake Point Wealth Management	5	2	0.01%	0.15%	1.28%	Q4 2018	Q2 2022	10
Constellation Wealth Advisors, LLC	10	10	0.05%	0.14%	0.26%	Q2 2013	Q3 2015	10
HRT FINANCIAL LP	4	1	0.01%	0.14%	0.90%	Q2 2015	Q2 2023	10
CITY NATIONAL BANK	10	10	0.01%	0.02%	0.05%	Q2 2013	Q3 2015	10
Visionary Wealth Advisors	10	10	0.02%	0.10%	0.26%	Q1 2021	Q2 2023	10
Port Capital LLC	8	2	0.01%	1.79%	2.42%	Q4 2017	Q2 2021	10
Autus Asset Management, LLC	9	1	0.03%	0.04%	0.06%	Q2 2020	Q4 2022	10
Edgestream Partners, L.P.	4	1	0.01%	0.37%	0.92%	Q2 2014	Q4 2022	10
LFA - Lugano Financial Advisors SA	5	1	0.01%	0.28%	0.79%	Q2 2018	Q2 2022	10
Zions Bancorporation	5	1	0.00%	0.04%	0.20%	Q1 2015	Q1 2018	10
Squarepoint Ops LLC	3	1	0.00%	0.80%	4.47%	Q2 2020	Q3 2023	10
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Eudaimonia Partners, LLC	8	2	0.04%	0.07%	0.15%	Q4 2019	Q2 2022	10
Petix & Botte Co	10	10	0.12%	0.26%	0.36%	Q4 2019	Q1 2022	10
First American Bank	4	1	0.01%	0.02%	0.03%	Q2 2014	Q4 2021	10
Ruggie Capital Group	7	1	0.04%	0.10%	0.27%	Q2 2015	Q2 2019	10
LBA Wealth Management, LLC	9	9	0.00%	0.01%	0.02%	Q1 2015	Q1 2017	9
Perennial Advisors, LLC	9	9	0.02%	0.02%	0.02%	Q4 2016	Q4 2018	9
Parcion Private Wealth LLC	7	2	0.06%	0.06%	0.07%	Q4 2019	Q2 2023	9
Wealthquest Corp	5	2	0.03%	0.06%	0.09%	Q4 2018	Q1 2022	9
Kovitz Investment Group Partners, LLC	7	1	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	9
WealthShield Partners, LLC	4	1	0.02%	0.03%	0.05%	Q4 2017	Q3 2023	9
Kozak & Associates, Inc.	9	9	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	9
Alhambra Investment Management LLC	9	9	1.12%	1.34%	1.55%	Q3 2021	Q3 2023	9
Apollon Wealth Management, LLC	8	1	0.03%	0.05%	0.09%	Q2 2020	Q3 2023	9
Zions Bancorporation, N.A.	4	1	0.00%	0.02%	0.12%	Q1 2019	Q1 2022	9
TNF LLC	9	9	0.20%	0.23%	0.29%	Q3 2021	Q3 2023	9
MADISON INVESTMENT HOLDINGS INC	9	9	0.01%	0.01%	0.01%	Q3 2013	Q3 2015	9
Silverleafe Capital Partners, LLC	9	9	0.19%	0.21%	0.24%	Q4 2017	Q4 2019	9
Castleview Partners, LLC	8	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	11.64%	22.71%	27.88%	Q4 2014	Q4 2016	9
Wealthfront Advisers LLC	9	9	0.00%	0.01%	0.01%	Q3 2021	Q3 2023	9
Sterling Capital Management LLC	2	1	0.00%	0.07%	0.39%	Q3 2013	Q3 2019	9
SMITH HAYES Advisers, Inc	9	9	0.04%	0.05%	0.06%	Q1 2014	Q1 2016	9
Integrated Wealth Management	9	9	0.14%	0.27%	0.50%	Q1 2015	Q1 2017	9
GREENLEAF TRUST	8	1	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	9
Intrua Financial, LLC	9	9	0.05%	0.07%	0.10%	Q1 2021	Q1 2023	9
Salomon & Ludwin, LLC	9	9	0.04%	0.05%	0.06%	Q3 2021	Q3 2023	9
Compagnie Lombard Odier SCmA	4	1	0.00%	0.01%	0.01%	Q4 2013	Q2 2022	9
Crosspoint Capital Strategies, LLC	9	9	0.00%	0.04%	0.22%	Q4 2013	Q4 2015	9
Brightworth	7	2	0.02%	0.03%	0.08%	Q3 2017	Q3 2022	9
MITCHELL MCLEOD PUGH & WILLIAMS INC	3	1	0.07%	0.12%	0.17%	Q2 2019	Q4 2022	9
Highmount Capital, LLC	9	9	0.08%	0.16%	0.33%	Q2 2013	Q2 2015	9
LOGAN CAPITAL MANAGEMENT INC	9	9	0.00%	0.00%	0.00%	Q1 2021	Q1 2023	9
Venturi Wealth Management, LLC	7	1	0.04%	0.21%	0.40%	Q4 2017	Q3 2023	9
Robertson Stephens Wealth Management, LLC	8	1	0.02%	0.07%	0.18%	Q1 2020	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	0.68%	0.94%	1.09%	Q3 2021	Q3 2023	9
Keystone Financial Planning, Inc.	9	9	0.30%	0.51%	0.94%	Q4 2013	Q4 2015	9
Spectrum Management Group, LLC	9	9	0.08%	0.14%	0.21%	Q4 2013	Q4 2015	9
Stanford Investment Group, Inc.	9	9	0.01%	0.09%	0.15%	Q4 2014	Q4 2016	9
NatWest Group plc	8	1	0.01%	0.16%	1.21%	Q4 2013	Q3 2016	9
Rosenberg Matthew Hamilton	9	9	0.00%	0.02%	0.03%	Q3 2021	Q3 2023	9
CBIZ Investment Advisory Services, LLC	8	1	0.01%	1.05%	9.38%	Q4 2019	Q1 2022	9
Aft, Forsyth & Sober, LLC	9	9	0.01%	0.02%	0.05%	Q4 2013	Q4 2015	9
Parasol Investment Management, LLC	9	9	0.02%	0.05%	0.08%	Q4 2014	Q4 2016	9
High Net Worth Advisory Group LLC	9	9	0.95%	1.02%	1.10%	Q4 2021	Q4 2023	9
INVESTORS TRUST INC	9	9	0.72%	1.31%	2.65%	Q2 2013	Q2 2015	9
CABANA LLC	4	1	0.00%	1.17%	9.71%	Q4 2017	Q2 2020	9
Wealth Alliance	4	1	0.04%	0.31%	1.30%	Q1 2020	Q2 2023	9
Alaska Wealth Advisors	7	2	0.06%	0.14%	0.20%	Q4 2017	Q1 2020	9
Sanford Advisory Services, LLC	9	9	0.16%	0.79%	2.60%	Q4 2020	Q4 2022	9
FINANCIAL CONSULATE, INC	5	4	0.12%	0.14%	0.18%	Q1 2019	Q3 2023	9
Fort Point Capital Partners LLC	9	9	0.07%	0.08%	0.09%	Q3 2021	Q3 2023	9
Wellington Shields & Co., LLC	9	9	0.08%	0.18%	0.33%	Q4 2015	Q4 2017	9
Financial Engines Advisors L.L.C.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
BREITER CAPITAL MANAGEMENT INC	9	9	1.45%	1.83%	2.40%	Q4 2017	Q4 2019	9
Ballentine Partners, LLC	9	9	0.01%	0.02%	0.03%	Q3 2016	Q3 2018	9
NORTHEAST INVESTMENT MANAGEMENT	8	1	0.01%	0.02%	0.02%	Q1 2020	Q3 2023	9
CERTUITY, LLC	7	2	0.06%	0.08%	0.11%	Q2 2021	Q3 2023	9
C M BIDWELL & ASSOCIATES LTD	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
RELIANCE TRUST CO OF DELAWARE	7	2	0.06%	0.17%	0.33%	Q2 2013	Q4 2016	9
Latitude Advisors, LLC	9	9	0.10%	0.24%	0.47%	Q3 2021	Q3 2023	9
Ranch Capital Advisors Inc.	9	9	0.02%	0.04%	0.12%	Q3 2019	Q3 2021	9
WASHINGTON TRUST BANK	7	1	0.00%	0.03%	0.05%	Q1 2017	Q4 2019	9
U.S. Capital Wealth Advisors, LLC	9	9	0.02%	0.02%	0.03%	Q3 2021	Q3 2023	9
FIRSTMERIT BANK N A TRUSTEE	9	9	0.09%	0.10%	0.11%	Q2 2014	Q2 2016	9
Tuttle Capital Management, LLC	5	1	0.48%	5.76%	18.01%	Q1 2014	Q2 2017	9
Bay Harbor Wealth Management, LLC	9	9	0.00%	0.00%	0.02%	Q4 2018	Q4 2020	9
Independent Wealth Network Inc.	9	9	0.43%	0.58%	0.66%	Q3 2021	Q3 2023	9
Tranquilli Financial Advisor LLC	5	1	0.24%	1.60%	4.74%	Q4 2020	Q2 2023	9
Cable Hill Partners, LLC	9	9	0.01%	0.02%	0.04%	Q4 2014	Q4 2016	9
Greenspring Advisors, LLC	8	8	0.08%	0.11%	0.12%	Q4 2021	Q3 2023	8
Western Pacific Wealth Management, LP	8	8	0.11%	0.26%	0.61%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	0.24%	0.35%	0.48%	Q4 2021	Q3 2023	8
Capital Market Strategies LLC	5	3	0.34%	0.38%	0.44%	Q4 2021	Q4 2023	8
BLODGETT WEALTH ADVISORS, LLC	8	8	0.52%	1.29%	1.84%	Q4 2021	Q3 2023	8
JONES FINANCIAL COMPANIES LLLP	7	1	0.00%	0.00%	0.00%	Q3 2013	Q2 2022	8
TrueWealth Advisors, LLC	8	8	0.14%	0.15%	0.16%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	1.30%	1.37%	1.50%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.06%	0.07%	0.09%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	0.69%	0.87%	1.14%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Convergent Wealth Advisors	5	3	0.05%	0.07%	0.11%	Q3 2013	Q3 2015	8
Carson Advisory Inc.	8	8	0.19%	0.22%	0.27%	Q4 2021	Q3 2023	8
Bank of Kentucky, Inc.	8	8	0.30%	0.58%	1.63%	Q2 2013	Q1 2015	8
JOURNEY STRATEGIC WEALTH LLC	8	8	0.01%	4.73%	37.51%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	0.81%	1.18%	1.60%	Q4 2021	Q3 2023	8
DIXON FNANCIAL SERVICES, INC.	8	8	0.21%	0.23%	0.27%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.01%	0.04%	0.05%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.89%	1.16%	1.32%	Q4 2021	Q3 2023	8
STERNE AGEE GROUP, INC.	8	8	0.20%	0.50%	1.17%	Q2 2013	Q1 2015	8
Lindbrook Capital, LLC	8	8	0.10%	0.13%	0.16%	Q4 2021	Q3 2023	8
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6	2	0.01%	0.09%	0.16%	Q3 2020	Q3 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.48%	0.71%	0.81%	Q4 2021	Q3 2023	8
GUERRA PAN ADVISORS, LLC	8	8	0.66%	0.80%	0.97%	Q4 2021	Q3 2023	8
MATHER GROUP, LLC.	3	1	0.00%	0.01%	0.03%	Q2 2019	Q3 2023	8
REDMONT WEALTH ADVISORS LLC	8	8	0.26%	2.52%	7.15%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	0.26%	0.35%	0.50%	Q3 2021	Q3 2023	8
WHITENER CAPITAL MANAGEMENT, INC.	6	2	0.13%	0.14%	0.15%	Q4 2017	Q4 2019	8
City State Bank	8	8	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	8
G2 CAPITAL MANAGEMENT, LLC / OH	8	8	0.29%	0.34%	0.38%	Q4 2021	Q3 2023	8
Orbitronix, LP	6	6	0.03%	6.25%	10.98%	Q2 2013	Q3 2014	8
Stewardship Financial Advisors, LLC	8	8	0.00%	0.00%	0.01%	Q3 2018	Q2 2020	8
BANQUE PICTET & CIE SA	6	2	0.01%	0.01%	0.02%	Q4 2013	Q4 2015	8
HB Wealth Management, LLC	8	8	0.10%	0.13%	0.14%	Q4 2021	Q3 2023	8
Mendel Capital Management LLC	8	8	0.29%	2.94%	4.72%	Q4 2021	Q3 2023	8
Strengthening Families & Communities, LLC	8	8	0.00%	0.22%	0.99%	Q4 2021	Q3 2023	8
HOWARD WEALTH MANAGEMENT, LLC	5	1	0.11%	0.27%	0.52%	Q4 2019	Q4 2022	8
O'ROURKE & COMPANY, Inc	8	8	0.54%	0.62%	0.68%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	0.57%	0.70%	0.79%	Q4 2021	Q3 2023	8
REGATTA CAPITAL GROUP, LLC	8	8	0.09%	0.16%	0.23%	Q4 2021	Q3 2023	8
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	8	8	0.38%	6.04%	12.75%	Q4 2016	Q3 2018	8
Concord Wealth Partners	4	1	0.01%	0.02%	0.04%	Q4 2020	Q3 2023	8
Destiny Wealth Partners, LLC	6	2	0.00%	0.02%	0.04%	Q4 2020	Q4 2022	8
PATHSTONE FAMILY OFFICE, LLC	3	1	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	8
Chicago Wealth Management, Inc.	4	1	0.22%	4.98%	11.78%	Q4 2019	Q1 2023	8
OPTIONS SOLUTIONS, LLC	8	8	0.22%	0.28%	0.34%	Q4 2021	Q3 2023	8
Insight Advisors, LLC/ PA	7	1	0.05%	0.07%	0.09%	Q1 2021	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.02%	0.02%	0.03%	Q4 2020	Q3 2022	8
Integrity Financial Corp /WA	8	8	0.09%	0.12%	0.18%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	8
Virtu Financial LLC	2	1	0.12%	0.24%	0.46%	Q1 2015	Q4 2019	8
WARNER FINANCIAL, INC	8	8	0.42%	0.50%	0.63%	Q4 2021	Q3 2023	8
True Link Financial Advisors, LLC	6	2	0.00%	0.03%	0.04%	Q2 2021	Q3 2023	8
New England Private Wealth Advisors LLC	5	3	0.07%	0.87%	2.13%	Q4 2017	Q3 2023	8
GM Advisory Group, LLC	5	3	0.06%	1.93%	4.18%	Q2 2017	Q3 2019	8
Richwood Investment Advisors, LLC	8	8	1.48%	1.65%	1.77%	Q4 2021	Q3 2023	8
West Financial Advisors, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Thrive Wealth Management, LLC	8	8	0.08%	0.12%	0.14%	Q4 2021	Q3 2023	8
Morton Brown Family Wealth, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Cumberland Partners Ltd	8	8	0.02%	0.06%	0.10%	Q3 2020	Q2 2022	8
Tarbox Family Office, Inc.	4	4	0.02%	0.03%	0.04%	Q1 2015	Q1 2018	8
FIRST COMMUNITY TRUST NA	8	8	0.01%	0.04%	0.10%	Q4 2021	Q3 2023	8
FORVIS Wealth Advisors, LLC	4	4	0.02%	0.03%	0.04%	Q3 2013	Q1 2020	8
Smart Portfolios, LLC	6	2	1.39%	2.19%	3.43%	Q1 2021	Q1 2023	8
Williams Jones Wealth Management, LLC.	8	8	0.01%	0.01%	0.01%	Q3 2019	Q2 2021	8
Shepherd Financial Partners LLC	5	1	0.05%	0.06%	0.07%	Q4 2016	Q4 2019	8
Silicon Valley Capital Partners	4	4	0.00%	8.38%	23.48%	Q1 2016	Q3 2023	8
Gary Goldberg Planning Services Inc	8	8	0.71%	0.85%	1.02%	Q1 2013	Q4 2014	8
PARK AVENUE SECURITIES LLC	7	1	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.16%	0.19%	0.21%	Q4 2021	Q3 2023	8
Laidlaw Wealth Management LLC	7	1	0.10%	0.22%	0.28%	Q4 2020	Q2 2023	8
Secure Asset Management, LLC	7	1	0.07%	0.22%	0.37%	Q4 2019	Q3 2023	8
Capital Group Private Client Services, Inc.	4	4	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	8
SUMMIT CAPITAL MANAGEMENT LLC	8	8	0.11%	0.39%	0.74%	Q2 2014	Q1 2016	8
NATIONAL BANK OF CANADA /FI/	8	8	0.03%	0.05%	0.09%	Q4 2021	Q3 2023	8
Kavar Capital Partners, LLC	3	1	0.04%	0.06%	0.10%	Q4 2013	Q2 2019	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.26%	0.31%	0.35%	Q4 2021	Q3 2023	8
Winthrop Partners - WNY, LLC	8	8	0.34%	0.71%	0.97%	Q4 2017	Q3 2019	8
Aspire Wealth Management Corp	8	8	0.00%	0.01%	0.03%	Q4 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
WILLIAM HARRIS INVESTORS INC	8	8	0.28%	0.33%	0.39%	Q1 2015	Q4 2016	8
NewEdge Wealth, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Mystic Asset Management, Inc.	8	8	0.15%	0.17%	0.20%	Q4 2021	Q3 2023	8
Caerus Investment Advisors, LLC	8	8	2.45%	3.27%	4.39%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	8
Keystone Wealth Services, LLC	8	8	0.18%	0.21%	0.26%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.04%	0.09%	0.14%	Q4 2021	Q3 2023	8
Level Financial Advisors	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	0.30%	0.35%	0.46%	Q4 2021	Q3 2023	8
Towercrest Capital Management	8	8	1.32%	2.47%	3.79%	Q4 2014	Q3 2016	8
Fisher Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q3 2016	Q4 2022	8
BURNS J W & CO INC/NY	8	8	0.75%	0.80%	0.86%	Q2 2013	Q1 2015	8
ETFIDEA, LLC	8	8	0.20%	0.35%	0.59%	Q4 2021	Q3 2023	8
GREAT WEST LIFE ASSURANCE CO /CAN/	8	8	0.00%	0.00%	0.00%	Q3 2013	Q2 2015	8
HoyleCohen, LLC	8	8	0.02%	0.02%	0.02%	Q1 2021	Q4 2022	8
MARYLAND CAPITAL ADVISORS INC.	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
CFO4Life Group, LLC	8	8	0.05%	0.07%	0.08%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.01%	0.03%	0.05%	Q1 2017	Q4 2018	8
PRUDENTIAL FINANCIAL INC	7	1	0.00%	0.00%	0.00%	Q4 2018	Q1 2022	8
Comprehensive Financial Consultants Institutional, Inc.	8	8	1.02%	1.48%	1.93%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	0.02%	0.05%	0.08%	Q4 2021	Q3 2023	8
SAGE RHINO CAPITAL LLC	6	2	0.06%	0.07%	0.08%	Q1 2021	Q1 2023	8
Ameritas Advisory Services, LLC	8	8	0.13%	0.18%	0.26%	Q4 2021	Q3 2023	8
UMB Bank, n.a.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
GRAND WEALTH MANAGEMENT, LLC	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
WEST BANCORPORATION INC	4	4	0.12%	0.15%	0.20%	Q4 2019	Q3 2022	8
Scarborough Advisors, LLC	8	8	1.05%	1.30%	1.59%	Q4 2021	Q3 2023	8
DOLIVER ADVISORS, LP	8	8	0.08%	0.10%	0.11%	Q1 2018	Q4 2019	8
Wedmont Private Capital	8	8	0.03%	0.06%	0.10%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.14%	0.23%	0.30%	Q4 2021	Q3 2023	8
Stiles Financial Services Inc	8	8	0.32%	0.87%	1.92%	Q4 2021	Q3 2023	8
Freestone Capital Holdings, LLC	8	8	0.05%	0.07%	0.09%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	3.49%	4.38%	5.16%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.03%	0.03%	0.03%	Q2 2013	Q1 2015	8
Astoria Portfolio Advisors LLC.	8	8	0.14%	0.48%	0.72%	Q4 2021	Q3 2023	8
Viewpoint Capital Management LLC	8	8	0.75%	0.85%	0.98%	Q4 2021	Q3 2023	8
Warwick Investment Management, Inc.	8	8	0.20%	0.26%	0.32%	Q4 2021	Q3 2023	8
MKT Advisors LLC	8	8	0.81%	1.09%	1.28%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	1.87%	2.34%	3.08%	Q4 2021	Q3 2023	8
Mandatum Life Insurance Co Ltd	7	1	0.03%	0.15%	0.30%	Q4 2015	Q4 2017	8
NCM Capital Management, LLC	8	8	1.00%	1.11%	1.42%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	0.43%	0.46%	0.51%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.20%	0.32%	0.46%	Q2 2013	Q1 2015	8
David J Yvars Group	7	7	0.15%	1.14%	2.13%	Q1 2022	Q3 2023	7
BlackRock Group LTD	7	7	0.01%	0.01%	0.01%	Q2 2013	Q4 2014	7
SCHMIDT P J INVESTMENT MANAGEMENT INC	6	1	0.13%	0.50%	0.81%	Q3 2012	Q2 2014	7
SHAPIRO ROBERT N	7	7	0.02%	0.02%	0.02%	Q2 2013	Q4 2014	7
COURIER CAPITAL LLC	7	7	0.02%	0.02%	0.03%	Q1 2021	Q3 2022	7
DIMENSION CAPITAL MANAGEMENT LLC	7	7	0.21%	0.29%	0.37%	Q3 2018	Q1 2020	7
LVM CAPITAL MANAGEMENT LTD/MI	7	7	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	7
NORTH STAR ASSET MANAGEMENT INC	5	2	0.01%	0.01%	0.02%	Q2 2021	Q1 2023	7
FIRST NATIONAL BANK SIOUX FALLS	6	1	0.26%	0.36%	0.57%	Q4 2019	Q2 2022	7
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	7	7	0.04%	0.07%	0.11%	Q1 2022	Q3 2023	7
PRINCETON CAPITAL MANAGEMENT LLC	7	7	0.03%	0.03%	0.03%	Q1 2018	Q3 2019	7
DELTEC ASSET MANAGEMENT LLC	7	7	0.05%	0.05%	0.07%	Q1 2014	Q3 2015	7
Placemark Investments, Inc.	7	7	0.12%	0.27%	0.48%	Q2 2013	Q4 2014	7
Jane Street Holding, LLC	3	3	0.01%	0.04%	0.13%	Q2 2013	Q4 2013	7
FOUNDERS BANK & TRUST	7	7	1.12%	1.32%	1.44%	Q2 2013	Q4 2014	7
Arrow Investment Advisors, LLC	5	2	3.33%	4.41%	5.17%	Q2 2016	Q1 2023	7
GHP Investment Advisors, Inc.	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
MANAGED ACCOUNT ADVISORS LLC	7	7	0.00%	0.00%	0.00%	Q4 2013	Q2 2015	7
CAPSTONE INVESTMENT ADVISORS, LLC	7	7	0.02%	0.10%	0.26%	Q4 2016	Q2 2018	7
First Heartland Consultants, Inc.	5	1	0.02%	0.09%	0.24%	Q2 2013	Q3 2023	7
Efficient Market Advisors, LLC	5	2	0.00%	0.01%	0.02%	Q2 2013	Q4 2015	7
Cobble Hill Financial Services, INC	7	7	2.56%	3.14%	3.33%	Q1 2013	Q3 2014	7
Avidian Wealth Solutions, LLC	4	3	0.02%	0.03%	0.06%	Q3 2019	Q3 2023	7
TD Capital Management LLC	5	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	7
Hemenway Trust Co LLC	4	1	0.03%	0.23%	0.39%	Q3 2013	Q3 2020	7
MILLIE CAPITAL MANAGEMENT, LLC	7	7	0.46%	0.69%	0.82%	Q4 2014	Q2 2016	7
Charles Schwab Investment Advisory, Inc.	7	7	0.00%	0.01%	0.04%	Q2 2018	Q4 2019	7
Transamerica Financial Advisors, Inc.	7	7	0.00%	0.05%	0.21%	Q1 2015	Q3 2016	7
Clean Yield Group	3	1	0.00%	0.01%	0.04%	Q1 2015	Q3 2023	7
Commonwealth Financial Services, LLC	3	1	0.02%	3.32%	11.72%	Q4 2014	Q3 2023	7
Aspen Investment Management Inc	7	7	0.69%	1.27%	1.71%	Q4 2021	Q2 2023	7
Huntington Steele LLC	7	7	1.00%	1.10%	1.16%	Q3 2016	Q1 2018	7
Whitnell & Co.	7	7	0.06%	0.07%	0.09%	Q2 2013	Q4 2014	7
SVA Wealth Management, LLC	4	1	0.02%	0.05%	0.10%	Q1 2014	Q2 2018	7
Edge Advisors, LLC	7	7	0.08%	0.10%	0.11%	Q4 2016	Q2 2018	7
CKW FINANCIAL GROUP	7	7	0.00%	0.00%	0.00%	Q4 2013	Q2 2015	7
One Capital Management, LLC	7	7	0.01%	0.83%	1.80%	Q4 2021	Q2 2023	7
Ayalon Insurance Comp Ltd.	7	7	0.11%	0.15%	0.18%	Q1 2015	Q3 2016	7
Hefty Wealth Partners	3	1	0.02%	0.04%	0.05%	Q1 2016	Q1 2018	7
Intellectus Partners, LLC	6	1	0.06%	0.07%	0.08%	Q2 2017	Q1 2019	7
Avestar Capital, LLC	7	7	0.01%	0.01%	0.01%	Q4 2017	Q2 2019	7
Clearstead Trust, LLC	5	2	0.02%	0.03%	0.06%	Q4 2018	Q3 2023	7
Measured Wealth Private Client Group, LLC	6	1	0.08%	0.09%	0.10%	Q3 2018	Q3 2023	7
RDA Financial Network	4	3	0.09%	0.10%	0.12%	Q1 2019	Q1 2021	7
tru Independence LLC	6	1	0.21%	0.89%	3.16%	Q2 2020	Q1 2022	7
TCF National Bank	7	7	0.12%	0.14%	0.17%	Q3 2019	Q1 2021	7
Stonehage Fleming (UK) Ltd	5	2	0.08%	0.09%	0.11%	Q4 2013	Q3 2015	7
Banque Cantonale Vaudoise	6	1	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	7
Maxim Capital Management LLC	7	7	0.54%	6.52%	9.15%	Q4 2018	Q2 2020	7
CFM WEALTH PARTNERS LLC	3	2	0.05%	0.06%	0.08%	Q4 2019	Q3 2023	7
JSF Financial, LLC	7	7	0.52%	0.82%	1.42%	Q4 2018	Q2 2020	7
TI-TRUST, INC	7	7	0.20%	0.23%	0.29%	Q4 2021	Q2 2023	7
Wealth Quarterback LLC	3	2	0.07%	1.80%	4.98%	Q4 2019	Q3 2023	7
Charter Oak Capital Management, LLC	7	7	0.01%	0.01%	0.02%	Q4 2020	Q2 2022	7
Onyx Bridge Wealth Group LLC	6	1	0.09%	0.10%	0.11%	Q1 2021	Q4 2022	7
Rockbridge Investment Management, LCC	7	7	0.21%	0.22%	0.24%	Q2 2020	Q4 2021	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.01%	0.01%	0.02%	Q1 2021	Q4 2022	7
GoalVest Advisory LLC	7	7	0.87%	1.19%	1.49%	Q2 2022	Q4 2023	7
Connectus Wealth, LLC	7	7	0.02%	0.15%	0.38%	Q1 2022	Q3 2023	7
Dentgroup LLC	3	1	0.15%	0.19%	0.23%	Q4 2021	Q4 2023	7
JTC Employer Solutions Trustee Ltd	5	2	0.03%	0.07%	0.13%	Q2 2021	Q3 2023	7
Highview Capital Management LLC/DE/	7	7	0.24%	0.29%	0.35%	Q1 2022	Q3 2023	7
Aspire Capital Advisors LLC	7	7	0.16%	0.24%	0.39%	Q1 2022	Q3 2023	7
Financial Connections Group, Inc.	7	7	0.04%	0.05%	0.08%	Q4 2021	Q2 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.07%	0.09%	0.10%	Q4 2021	Q2 2023	7
Raleigh Capital Management Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	7
Alley Investment Management Company, LLC	7	7	0.12%	0.13%	0.16%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.09%	0.11%	0.13%	Q1 2022	Q3 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	7
Greenfield Savings Bank	7	7	0.39%	0.47%	0.58%	Q2 2022	Q4 2023	7
Horizons Wealth Management	7	7	0.03%	0.03%	0.04%	Q2 2022	Q4 2023	7
Bensler, LLC	7	7	0.63%	0.84%	0.97%	Q1 2022	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	0.09%	0.11%	0.13%	Q4 2021	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	1.77%	2.05%	2.22%	Q1 2022	Q3 2023	7
METROPOLITAN LIFE INSURANCE CO/NY	7	7	0.00%	0.00%	0.00%	Q2 2013	Q4 2014	7
COUNTRY CLUB BANK /GFN	7	7	0.05%	0.06%	0.08%	Q1 2022	Q3 2023	7
MANCHESTER FINANCIAL INC	6	1	0.00%	0.00%	0.00%	Q2 2019	Q1 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.46%	0.73%	1.17%	Q2 2013	Q4 2014	7
1832 Asset Management L.P.	5	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2016	7
Charles Schwab Trust Co	3	1	0.04%	0.06%	0.09%	Q1 2021	Q3 2023	6
D'Orazio & Associates, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2016	Q3 2017	6
Beck Bode, LLC	4	1	0.02%	0.14%	0.26%	Q3 2020	Q4 2022	6
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	6	6	0.05%	0.06%	0.06%	Q2 2022	Q3 2023	6
Regent Peak Wealth Advisors LLC	6	6	0.09%	0.12%	0.18%	Q2 2022	Q3 2023	6
HAP Trading, LLC	5	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2022	6
AlphaStar Capital Management, LLC	6	6	0.09%	0.12%	0.13%	Q3 2021	Q4 2022	6
First Western Capital Management Co	6	6	0.16%	0.17%	0.18%	Q3 2014	Q4 2015	6
STEWARD CAPITAL MANAGEMENT/	6	6	1.75%	5.12%	6.72%	Q2 2013	Q3 2014	6
Ferris Capital, LLC	6	6	0.04%	0.22%	0.35%	Q3 2018	Q4 2019	6
QS Investors, LLC	4	2	0.00%	0.00%	0.00%	Q4 2014	Q1 2017	6
WFA Asset Management Corp	6	6	0.68%	0.99%	1.35%	Q2 2022	Q3 2023	6
EWG Elevate Inc.	6	6	0.10%	0.13%	0.15%	Q4 2021	Q1 2023	6
Jupiter Investment Management Ltd	6	6	0.03%	0.04%	0.04%	Q1 2015	Q2 2016	6
TRUST CO OF OKLAHOMA	6	6	0.08%	0.09%	0.11%	Q4 2020	Q1 2022	6
Select Asset Management & Trust	6	6	0.14%	2.69%	6.51%	Q1 2022	Q2 2023	6
Claro Advisors LLC	3	1	0.05%	0.08%	0.13%	Q4 2018	Q3 2023	6
REGENTATLANTIC CAPITAL LLC	5	1	0.01%	0.01%	0.02%	Q4 2014	Q3 2022	6
Parsec Financial Management, Inc.	3	3	0.01%	0.01%	0.01%	Q2 2019	Q1 2023	6
Coston, McIsaac & Partners	6	6	0.02%	0.03%	0.04%	Q2 2022	Q3 2023	6
ICA Group Wealth Management, LLC	4	2	0.04%	0.05%	0.06%	Q1 2022	Q3 2023	6
COWA, LLC	2	2	0.10%	0.18%	0.56%	Q4 2020	Q4 2022	6
Azimuth Capital Investment Management LLC	6	6	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	6
FIC CAPITAL INC	6	6	0.17%	0.22%	0.27%	Q2 2016	Q3 2017	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.05%	0.08%	0.14%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.25%	0.30%	0.37%	Q2 2022	Q3 2023	6
STARR INTERNATIONAL CO INC	4	2	0.26%	0.92%	1.29%	Q4 2013	Q1 2018	6
Hirtle Callaghan & Co LLC	6	6	0.01%	0.01%	0.01%	Q3 2013	Q4 2014	6
COBBLESTONE CAPITAL ADVISORS LLC /NY/	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
Lansing Street Advisors	6	6	0.01%	0.02%	0.02%	Q1 2022	Q2 2023	6
Dorsey Wright & Associates	2	2	0.60%	1.49%	3.37%	Q2 2016	Q1 2023	6
COMMUNITY BANK SYSTEM, INC.	6	6	0.04%	0.04%	0.04%	Q2 2013	Q3 2014	6
First Western Trust Bank	6	6	0.01%	0.05%	0.07%	Q1 2022	Q2 2023	6
Cyrus J. Lawrence, LLC	6	6	0.01%	0.02%	0.02%	Q1 2022	Q2 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.09%	0.09%	0.10%	Q4 2020	Q1 2022	6
Bedell Frazier Investment Counselling, LLC	5	1	0.11%	0.15%	0.18%	Q3 2014	Q4 2022	6
All Season Financial Advisors, Inc.	6	6	1.47%	2.43%	3.51%	Q2 2021	Q3 2022	6
American Financial Network Advisory Services LLC	6	6	0.14%	0.16%	0.18%	Q3 2017	Q4 2018	6
Psagot Value Holdings Ltd. / (Israel)	6	6	0.04%	0.09%	0.13%	Q3 2021	Q4 2022	6
NATIXIS ADVISORS, L.P.	6	6	0.01%	0.01%	0.02%	Q2 2013	Q3 2014	6
Financial Futures Ltd Liability Co.	6	6	0.21%	4.37%	5.68%	Q2 2022	Q3 2023	6
EDMOND DE ROTHSCHILD (SUISSE) S.A.	6	6	0.34%	0.59%	0.92%	Q2 2015	Q3 2016	6
Fulcrum Capital LLC	6	6	0.20%	0.31%	0.40%	Q4 2017	Q1 2019	6
Day & Ennis, LLC	6	6	0.09%	0.11%	0.13%	Q4 2020	Q1 2022	6
FundX Investment Group, LLC	5	1	0.57%	8.57%	15.68%	Q1 2016	Q4 2018	6
RELIANCE TRUST CO	4	2	0.23%	0.32%	0.40%	Q2 2013	Q4 2014	6
ZWJ INVESTMENT COUNSEL INC	4	2	0.05%	0.05%	0.06%	Q1 2017	Q1 2020	6
J. W. Coons Advisors, LLC	4	2	0.11%	0.12%	0.14%	Q1 2022	Q3 2023	6
Lauterbach Financial Advisors, LLC	3	3	0.16%	0.19%	0.21%	Q4 2021	Q2 2023	6
Ironsides Asset Advisors, LLC	6	6	0.07%	0.09%	0.16%	Q2 2014	Q3 2015	6
Elite Wealth Management, Inc.	6	6	0.00%	0.01%	0.02%	Q3 2012	Q4 2013	6
New Millennium Group LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Gainplan LLC	6	6	0.14%	0.31%	0.55%	Q2 2022	Q3 2023	6
Banco de Sabadell, S.A	6	6	1.74%	1.87%	1.94%	Q2 2022	Q3 2023	6
Parkside Financial Bank & Trust	5	1	0.01%	0.21%	0.28%	Q2 2014	Q3 2023	6
First Allied Asset Management, Inc.	3	3	0.03%	0.20%	0.36%	Q2 2013	Q1 2015	6
Perennial Investment Advisors, LLC	6	6	0.08%	0.12%	0.15%	Q2 2021	Q3 2022	6
Sonora Investment Management Group, LLC	6	6	0.03%	0.03%	0.05%	Q2 2022	Q3 2023	6
McAdams Wright Ragen, Inc.	6	6	0.02%	0.02%	0.03%	Q2 2013	Q3 2014	6
WEALTH EFFECTS LLC	6	6	0.12%	0.13%	0.16%	Q4 2021	Q1 2023	6
ZEKE CAPITAL ADVISORS, LLC	6	6	0.02%	0.02%	0.02%	Q3 2021	Q4 2022	6
Henrickson Nauta Wealth Advisors, Inc.	5	1	0.02%	0.17%	0.25%	Q4 2021	Q3 2023	6
GeoWealth Management, LLC	3	3	0.00%	0.65%	2.04%	Q1 2021	Q3 2023	6
Dakota Wealth Management	5	1	0.04%	0.06%	0.11%	Q4 2017	Q3 2023	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.96%	1.22%	1.40%	Q4 2021	Q3 2023	6
Sageworth Trust Co	6	6	2.08%	2.62%	3.51%	Q2 2022	Q3 2023	6
Aevitas Wealth Management, Inc.	6	6	0.03%	0.04%	0.04%	Q4 2017	Q1 2019	6
Integer Wealth Advisors Group LLC	6	6	1.16%	1.57%	1.85%	Q4 2019	Q1 2021	6
Corsicana & Co.	6	6	0.04%	0.04%	0.05%	Q2 2021	Q3 2022	6
C2C Wealth Management, LLC	6	6	0.04%	0.04%	0.05%	Q2 2022	Q3 2023	6
TIAA CREF TRUST CO FSB/MO	6	6	0.01%	0.01%	0.01%	Q4 2015	Q1 2017	6
BUCKINGHAM STRATEGIC PARTNERS, LLC	6	6	0.02%	0.03%	0.04%	Q2 2022	Q3 2023	6
Sensible Financial Planning & Management, LLC.	6	6	0.02%	0.03%	0.03%	Q2 2015	Q3 2016	6
Sunflower Bank, N.A.	6	6	0.05%	0.07%	0.10%	Q4 2020	Q1 2022	6
Pinion Investment Advisors, LLC	6	6	0.35%	0.51%	0.66%	Q2 2022	Q3 2023	6
ANCHOR CAPITAL ADVISORS LLC	3	1	0.00%	0.05%	0.12%	Q1 2021	Q3 2023	6
Waverly Advisors, LLC	5	1	0.01%	0.15%	0.36%	Q4 2017	Q2 2023	6
Antonetti Capital Management LLC	6	6	0.01%	0.27%	0.42%	Q2 2013	Q3 2014	6
Blue Trust, Inc.	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.01%	0.01%	0.01%	Q2 2013	Q3 2014	6
Savant Capital, LLC	5	1	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	0.24%	0.31%	0.38%	Q2 2013	Q3 2014	6
Polaris Wealth Advisory Group, LLC	4	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2018	6
Aprio Wealth Management, LLC	6	6	0.15%	0.25%	0.33%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.22%	0.23%	0.25%	Q4 2020	Q1 2022	6
KEYSTONE WEALTH PARTNERS	6	6	0.11%	0.14%	0.17%	Q4 2020	Q1 2022	6
COLLECTIVE FAMILY OFFICE LLC	6	6	0.15%	0.16%	0.17%	Q1 2022	Q2 2023	6
United Asset Strategies, Inc.	2	1	0.02%	0.03%	0.03%	Q1 2021	Q4 2022	5
SC&H Financial Advisors, Inc.	5	5	0.13%	0.15%	0.18%	Q4 2021	Q4 2022	5
HighTower Trust Company, N.A.	3	2	0.09%	0.10%	0.11%	Q4 2021	Q1 2023	5
Cassady Schiller Wealth Management, LLC	4	1	0.02%	0.06%	0.08%	Q4 2021	Q3 2023	5
CoreCap Advisors, LLC	5	5	0.04%	0.08%	0.14%	Q4 2021	Q4 2022	5
Strategic Asset Management, LLC	5	5	0.32%	0.37%	0.43%	Q3 2021	Q3 2022	5
Sageworth Trust Co of South Dakota	4	1	1.96%	2.29%	2.61%	Q2 2022	Q3 2023	5
Hoover Financial Advisors, Inc.	5	5	0.02%	0.02%	0.03%	Q2 2020	Q2 2021	5
Pallas Capital Advisors LLC	3	2	0.03%	0.09%	0.14%	Q3 2021	Q3 2023	5
Columbia Trust Co 01012016	5	5	0.14%	0.17%	0.19%	Q1 2022	Q1 2023	5
NORTHSTAR INVESTMENT ADVISORS LLC	5	5	0.06%	0.06%	0.07%	Q2 2013	Q2 2014	5
Coppell Advisory Solutions LLC	4	1	0.15%	1.61%	2.41%	Q4 2020	Q3 2023	5
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4	1	0.13%	0.19%	0.38%	Q4 2017	Q1 2021	5
Element Wealth, LLC	5	5	0.07%	0.08%	0.10%	Q3 2022	Q3 2023	5
PROFESSIONAL PLANNING	4	1	0.10%	0.13%	0.16%	Q2 2020	Q3 2021	5
Surevest, LLC	4	1	0.00%	0.08%	0.36%	Q4 2018	Q3 2022	5
Somerset Trust Co	5	5	0.04%	0.04%	0.04%	Q4 2013	Q4 2014	5
PECAUT & CO.	5	5	0.05%	0.14%	0.19%	Q3 2022	Q3 2023	5
Lumature Wealth Partners, LLC	5	5	0.03%	0.04%	0.06%	Q4 2020	Q4 2021	5
Crossvault Capital Management LLC	5	5	0.07%	0.08%	0.10%	Q2 2021	Q2 2022	5
Arete Wealth Advisors, LLC	5	5	0.12%	0.18%	0.32%	Q1 2021	Q1 2022	5
FSB PREMIER WEALTH MANAGEMENT, INC.	5	5	0.05%	0.14%	0.17%	Q4 2020	Q4 2021	5
BARRETT & COMPANY, INC.	5	5	0.17%	0.19%	0.21%	Q3 2022	Q3 2023	5
RMR Wealth Builders	4	1	0.03%	0.04%	0.07%	Q4 2019	Q1 2021	5
Brown Miller Wealth Management, LLC	5	5	0.18%	0.20%	0.21%	Q1 2022	Q1 2023	5
TimeScale Financial, Inc.	4	1	0.00%	0.01%	0.01%	Q2 2019	Q3 2020	5
IPG Investment Advisors LLC	3	1	0.08%	0.10%	0.12%	Q3 2014	Q3 2016	5
Gupta Wealth Management LLC	5	5	0.39%	0.50%	0.70%	Q1 2015	Q1 2016	5
OLD DOMINION CAPITAL MANAGEMENT INC	5	5	0.09%	0.14%	0.16%	Q3 2020	Q3 2021	5
Archford Capital Strategies, LLC	5	5	0.00%	0.02%	0.04%	Q1 2014	Q1 2015	5
Daniel Devine & Co	5	5	0.22%	0.24%	0.26%	Q4 2014	Q4 2015	5
ADELL HARRIMAN & CARPENTER INC	5	5	0.04%	0.04%	0.05%	Q4 2018	Q4 2019	5
Strategic Capital Alternatives LLC	5	5	1.75%	2.69%	3.76%	Q3 2014	Q3 2015	5
CUE ADVISORY SERVICES, INC.	3	2	0.19%	0.20%	0.23%	Q4 2014	Q1 2016	5
Atlantic Union Bankshares Corp	2	1	0.02%	0.03%	0.04%	Q3 2019	Q1 2023	5
Belvedere Trading LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	5
New Potomac Partners, LLC	5	5	0.01%	0.01%	0.01%	Q4 2017	Q4 2018	5
DEARBORN PARTNERS LLC	1	1	0.01%	0.05%	0.14%	Q4 2015	Q1 2022	5
TITLEIST CAPITAL, LLC	5	5	0.19%	0.21%	0.23%	Q4 2021	Q4 2022	5
CUMBERLAND ADVISORS INC	5	5	6.15%	7.05%	7.75%	Q1 2017	Q1 2018	5
STRATEGIC WEALTH MANAGEMENT INC	4	1	1.00%	1.44%	1.73%	Q1 2015	Q4 2021	5
ERTS Wealth Advisors, LLC	5	5	0.13%	0.29%	0.54%	Q4 2018	Q4 2019	5
Strategic Blueprint, LLC	3	1	0.00%	0.07%	0.13%	Q3 2019	Q1 2023	5
Trilogy Capital Inc.	3	1	0.00%	0.05%	0.14%	Q1 2018	Q3 2023	5
WOLVERINE ASSET MANAGEMENT LLC	3	2	0.00%	0.08%	0.26%	Q3 2017	Q1 2020	5
QUANTUM CAPITAL MANAGEMENT	5	5	0.01%	0.01%	0.01%	Q3 2019	Q3 2020	5
Covenant Partners, LLC	5	5	0.02%	0.03%	0.04%	Q4 2019	Q4 2020	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.28%	0.30%	0.36%	Q4 2018	Q4 2019	5
GIRARD SECURITIES, INC.	4	1	0.22%	0.45%	0.62%	Q4 2015	Q3 2017	5
Cordatus Wealth Management LLC	5	5	0.62%	1.02%	1.60%	Q4 2018	Q4 2019	5
Ironwood Investment Counsel, LLC	5	5	0.06%	0.17%	0.54%	Q3 2022	Q3 2023	5
Bogart Wealth, LLC	5	5	0.00%	0.00%	0.00%	Q1 2020	Q1 2021	5
JGP Wealth Management, LLC	5	5	0.04%	0.08%	0.24%	Q2 2021	Q2 2022	5
EverSource Wealth Advisors, LLC	4	1	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	5
IMS Capital Management	4	1	0.08%	0.96%	1.34%	Q3 2018	Q3 2023	5
CANANDAIGUA NATIONAL CORP	5	5	0.04%	0.11%	0.20%	Q1 2021	Q1 2022	5
Evensky & Katz LLC	3	2	0.00%	0.01%	0.03%	Q1 2019	Q2 2020	5
American Investment Services, Inc.	5	5	0.08%	0.09%	0.12%	Q1 2019	Q1 2020	5
Sterling Investment Advisors, Ltd.	5	5	2.60%	2.72%	2.94%	Q3 2022	Q3 2023	5
Bryn Mawr Capital Management, LLC	2	1	0.02%	0.04%	0.08%	Q4 2021	Q3 2023	5
VALLEY NATIONAL BANCORP	5	5	0.08%	0.10%	0.11%	Q4 2013	Q4 2014	5
Migdal Insurance & Financial Holdings Ltd.	5	5	0.00%	0.00%	0.00%	Q4 2016	Q4 2017	5
WealthTrust Fairport, LLC	5	5	0.00%	0.00%	0.01%	Q1 2018	Q1 2019	5
FIRST HORIZON CORP	4	1	0.05%	0.08%	0.19%	Q2 2013	Q2 2021	5
PSI Advisors, LLC	4	1	0.01%	0.01%	0.04%	Q4 2019	Q2 2022	5
IEQ CAPITAL, LLC	5	5	0.05%	0.05%	0.06%	Q3 2022	Q3 2023	5
FinTrust Investment Advisory Services, LLC	3	2	0.28%	0.55%	1.05%	Q2 2013	Q1 2018	5
VIRIDIAN RIA, LLC	2	1	0.05%	0.06%	0.09%	Q4 2019	Q1 2022	5
CHILTON CAPITAL MANAGEMENT LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	5
Wealth & Pension Services Group, Inc.	5	5	0.60%	0.79%	1.39%	Q3 2018	Q3 2019	5
Carolina Wealth Advisors, LLC	3	2	0.00%	0.01%	0.01%	Q4 2019	Q2 2021	5
Independent Advisor Alliance	3	1	0.02%	0.08%	0.20%	Q1 2017	Q4 2022	5
TIEDEMANN ADVISORS, LLC	4	1	0.01%	0.04%	0.10%	Q3 2018	Q3 2020	5
SCHAFER CULLEN CAPITAL MANAGEMENT INC	1	1	0.00%	0.04%	0.12%	Q3 2013	Q2 2020	5
Stone House Investment Management, LLC	2	1	0.02%	0.10%	0.22%	Q4 2016	Q2 2023	5
BRANDYWINE OAK PRIVATE WEALTH LLC	5	5	0.05%	0.06%	0.07%	Q4 2018	Q4 2019	5
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.08%	0.12%	0.16%	Q1 2018	Q1 2019	5
ROMANO BROTHERS AND COMPANY	5	5	0.13%	0.18%	0.19%	Q3 2022	Q3 2023	5
Employees' Retirement Fund of the City of Fort Worth	5	5	4.08%	4.43%	4.70%	Q2 2022	Q2 2023	5
Claybrook Capital, LLC	5	5	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	5
Compass Wealth Management LLC	5	5	0.02%	0.03%	0.03%	Q4 2022	Q4 2023	5
Spot Trading L.L.C	2	2	0.00%	0.01%	0.03%	Q2 2013	Q2 2014	5
Colonial Trust Co / SC	5	5	0.05%	0.07%	0.12%	Q3 2022	Q3 2023	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.07%	0.17%	0.37%	Q4 2016	Q4 2017	5
Mizuho Asset Management Co.,Ltd.	3	2	0.00%	0.03%	0.08%	Q2 2015	Q3 2016	5
Bell Bank	4	1	0.04%	0.11%	0.30%	Q2 2016	Q2 2020	5
Worth Asset Management, LLC	5	5	0.06%	0.09%	0.12%	Q1 2022	Q1 2023	5
Objective Capital Management, LLC	3	2	0.14%	0.18%	0.21%	Q4 2021	Q1 2023	5
EPIQ PARTNERS, LLC	3	1	0.10%	0.14%	0.24%	Q4 2019	Q1 2022	5
WEALTHCARE CAPITAL MANAGEMENT LLC	2	1	0.00%	0.01%	0.02%	Q2 2013	Q1 2021	5
FIRST BUSINESS FINANCIAL SERVICES, INC.	4	1	0.04%	0.05%	0.06%	Q1 2016	Q1 2023	5
Santori & Peters, Inc.	4	1	0.17%	0.19%	0.21%	Q4 2017	Q1 2019	5
Logan Stone Capital, LLC	5	5	0.18%	0.38%	0.53%	Q2 2022	Q2 2023	5
Treasure Coast Financial Planning	5	5	3.15%	3.35%	3.48%	Q4 2021	Q4 2022	5
Parker Investment Management, LLC	3	1	0.05%	5.37%	18.88%	Q1 2016	Q1 2022	5
Strategic Capital Group LLC	5	5	0.96%	2.63%	3.33%	Q2 2013	Q2 2014	5
WILMINGTON TRUST CO	5	5	0.27%	0.29%	0.31%	Q2 2013	Q2 2014	5
DENVER WEALTH MANAGEMENT, INC.	5	5	0.28%	0.74%	1.15%	Q3 2022	Q3 2023	5
Zullo Investment Group, Inc.	5	5	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	5
Wilmington Trust, National Association	5	5	1.70%	1.81%	1.92%	Q2 2013	Q2 2014	5
RESOLUTE FINANCIAL, LLC	5	5	0.24%	0.31%	0.42%	Q4 2021	Q4 2022	5
MayTech Global Investments, LLC	3	1	0.02%	0.03%	0.03%	Q4 2021	Q4 2022	4
NORTHSTAR CAPITAL MANAGEMENT LLC	4	4	0.03%	0.03%	0.03%	Q3 2018	Q2 2019	4
MONECO Advisors, LLC	4	4	0.27%	0.30%	0.36%	Q4 2018	Q3 2019	4
Sargent Investment Group, LLC	4	4	0.06%	0.08%	0.09%	Q4 2022	Q3 2023	4
Red Cedar Capital, LLC	4	4	0.01%	0.01%	0.01%	Q1 2022	Q4 2022	4
Monument Capital Management	4	4	0.80%	0.91%	1.02%	Q2 2020	Q1 2021	4
NewDay Solutions, LLC	3	1	0.34%	0.39%	0.44%	Q4 2018	Q4 2019	4
Outlook Wealth Advisors, LLC	4	4	0.51%	0.66%	0.78%	Q1 2019	Q4 2019	4
Dynasty Wealth Management, LLC	4	4	0.14%	0.48%	0.70%	Q4 2017	Q3 2018	4
UBP Investment Advisors SA	4	4	1.04%	1.17%	1.27%	Q4 2017	Q3 2018	4
Nalls Sherbakoff Group, LLC	3	1	0.07%	0.10%	0.19%	Q4 2018	Q3 2023	4
Icon Wealth Partners, LLC	2	1	0.02%	0.04%	0.10%	Q4 2017	Q1 2019	4
AlphaCore Capital LLC	2	2	0.00%	0.03%	0.07%	Q4 2019	Q3 2023	4
Legacy Trust	4	4	0.11%	0.14%	0.16%	Q4 2022	Q3 2023	4
Summit X, LLC	1	1	0.02%	0.10%	0.20%	Q2 2017	Q4 2022	4
Marcum Wealth, LLC	4	4	0.03%	0.05%	0.09%	Q4 2021	Q3 2022	4
NexWave Capital Partners LLC	4	4	0.51%	0.85%	1.06%	Q1 2021	Q4 2021	4
1900 WEALTH MANAGEMENT LLC	4	4	0.02%	0.02%	0.02%	Q1 2021	Q4 2021	4
Faithward Advisors, LLC	2	2	0.00%	0.02%	0.04%	Q4 2019	Q4 2022	4
Guidant Wealth Advisors	3	1	0.01%	0.02%	0.02%	Q3 2016	Q3 2017	4
KEELEY ASSET MANAGEMENT CORP	4	4	0.03%	0.04%	0.04%	Q1 2016	Q4 2016	4
LYELL WEALTH MANAGEMENT, LP	4	4	0.04%	0.05%	0.07%	Q3 2022	Q2 2023	4
Watson Rebecca	4	4	0.40%	0.56%	0.64%	Q4 2019	Q3 2020	4
Cairn Investment Group, Inc.	2	2	0.14%	0.15%	0.16%	Q1 2022	Q1 2023	4
Edmonds Duncan Registered Investment Advisors, LLC	4	4	2.04%	2.24%	2.38%	Q4 2015	Q3 2016	4
CONSOLIDATED CAPITAL MANAGEMENT, LLC	3	1	0.13%	0.15%	0.16%	Q1 2018	Q1 2019	4
Colorado Capital Management, Inc.	4	4	2.91%	3.03%	3.11%	Q4 2015	Q3 2016	4
Grove Bank & Trust	1	1	0.00%	0.01%	0.03%	Q2 2016	Q3 2023	4
Moss Adams Wealth Advisors LLC	4	4	0.08%	0.10%	0.14%	Q4 2022	Q3 2023	4
Julex Capital Management, LLC	4	4	0.04%	0.08%	0.19%	Q4 2018	Q3 2019	4
Gratus Capital, LLC	1	1	0.01%	0.04%	0.06%	Q4 2015	Q3 2023	4
1 NORTH WEALTH SERVICES LLC	2	2	0.38%	1.60%	2.87%	Q4 2018	Q4 2019	4
Intrepid Financial Planning Group LLC	4	4	0.25%	0.29%	0.35%	Q4 2022	Q3 2023	4
US FINANCIAL ADVISORS, LLC	3	1	0.00%	0.06%	0.08%	Q4 2014	Q4 2015	4
Aspen Grove Capital, LLC	4	4	0.18%	0.24%	0.27%	Q4 2022	Q3 2023	4
BKS ADVISORS, LLC	2	1	0.08%	0.10%	0.13%	Q3 2016	Q1 2019	4
Paul John Balson	4	4	0.30%	0.48%	0.74%	Q1 2020	Q4 2020	4
ARQ WEALTH ADVISORS, LLC	2	2	0.13%	0.21%	0.30%	Q2 2022	Q2 2023	4
JUNCTURE WEALTH STRATEGIES, LLC	3	1	0.13%	0.27%	0.34%	Q3 2022	Q4 2023	4
Capital Planning Advisors, LLC	4	4	0.13%	0.17%	0.22%	Q4 2014	Q3 2015	4
Samson Capital Advisors LLC	4	4	1.82%	2.97%	3.76%	Q4 2014	Q3 2015	4
FARR MILLER & WASHINGTON LLC/DC	4	4	0.01%	0.01%	0.02%	Q4 2020	Q3 2021	4
IAG Wealth Partners, LLC	3	1	0.00%	0.01%	0.02%	Q4 2019	Q2 2021	4
Valentine Capital Asset Management, Inc.	4	4	0.12%	0.15%	0.17%	Q4 2011	Q3 2012	4
Wealth Architects, LLC	4	4	0.05%	0.05%	0.06%	Q4 2020	Q3 2021	4
ACCURATE INVESTMENT SOLUTIONS, INC.	4	4	0.00%	0.00%	0.00%	Q3 2017	Q2 2018	4
Clear Perspectives Financial Planning, LLC	4	4	3.65%	4.58%	5.60%	Q2 2022	Q1 2023	4
McClarren Financial Advisors, Inc.	4	4	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	4
Strategic Equity Management	4	4	2.58%	3.95%	5.16%	Q2 2021	Q1 2022	4
ADE, LLC	4	4	0.04%	0.05%	0.06%	Q4 2020	Q3 2021	4
MRA Associates USA LLC	4	4	0.21%	0.43%	0.62%	Q4 2018	Q3 2019	4
OUTFITTER FINANCIAL LLC	2	2	0.15%	0.18%	0.21%	Q1 2021	Q1 2022	4
LVW Advisors, LLC	3	1	0.08%	1.27%	1.97%	Q4 2014	Q4 2015	4
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	4	4	0.00%	0.00%	0.00%	Q4 2013	Q3 2014	4
DF DENT & CO INC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	4
Fermata Advisors, LLC	2	1	0.08%	0.38%	0.71%	Q1 2021	Q3 2023	4
Baring International Investment Ltd	2	2	0.05%	0.10%	0.16%	Q2 2013	Q2 2014	4
Capital Wealth Planning, LLC	4	4	0.02%	0.02%	0.03%	Q2 2019	Q1 2020	4
DUNCKER STREETT & CO INC	4	4	0.01%	0.01%	0.02%	Q2 2013	Q1 2014	4
Modera Wealth Management, LLC	4	4	0.01%	0.02%	0.02%	Q4 2022	Q3 2023	4
Nadler Financial Group, Inc.	4	4	0.47%	0.49%	0.51%	Q2 2013	Q1 2014	4
TCWP LLC	4	4	0.05%	0.05%	0.05%	Q4 2021	Q3 2022	4
Sandy Cove Advisors, LLC	2	2	0.19%	0.20%	0.21%	Q1 2022	Q3 2023	4
Next Level Private LLC	2	1	0.14%	0.17%	0.19%	Q1 2022	Q2 2023	4
First Farmers & Merchants Bank / Trust	4	4	0.28%	0.31%	0.34%	Q4 2021	Q3 2022	4
Gibson Wealth Advisors LLC	4	4	0.00%	0.00%	0.00%	Q1 2022	Q4 2022	4
Cornerstone Advisors, Inc.	4	4	0.05%	0.06%	0.07%	Q1 2019	Q4 2019	4
WEALTHFRONT Corp	4	4	0.00%	0.00%	0.00%	Q4 2014	Q3 2015	4
KFG WEALTH MANAGEMENT, LLC	4	4	0.31%	0.42%	0.62%	Q4 2022	Q3 2023	4
Ledge Wealth Management, Inc.	2	2	0.10%	0.11%	0.14%	Q1 2022	Q1 2023	4
CATALYST FINANCIAL PARTNERS LLC	4	4	0.25%	0.35%	0.47%	Q4 2022	Q3 2023	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	0.50%	0.55%	0.63%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	1.20%	1.25%	1.33%	Q4 2022	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.08%	0.39%	0.54%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.03%	0.04%	0.06%	Q4 2022	Q3 2023	4
Fee-Only Financial Planning, L.C.	4	4	0.20%	0.26%	0.34%	Q4 2022	Q3 2023	4
DAYMARK WEALTH PARTNERS, LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Kades & Cheifetz LLC	4	4	0.55%	0.72%	0.85%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.71%	0.76%	0.81%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Long Wharf Investors, Inc.	4	4	0.26%	0.27%	0.28%	Q3 2013	Q2 2014	4
TCP Asset Management, LLC	4	4	0.20%	0.24%	0.29%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.21%	0.25%	0.31%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.36%	0.41%	0.49%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.09%	0.10%	0.11%	Q4 2022	Q3 2023	4
Koesten, Hirschmann & Crabtree, INC.	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Syntegra Private Wealth Group, LLC	4	4	0.34%	2.48%	8.82%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	0.13%	0.34%	0.60%	Q4 2022	Q3 2023	4
CORA CAPITAL ADVISORS LLC	4	4	0.14%	0.15%	0.17%	Q4 2022	Q3 2023	4
Semus Wealth Partners LLC	4	4	0.28%	0.43%	0.57%	Q4 2022	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	0.07%	0.07%	0.08%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.08%	0.13%	0.19%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.38%	0.45%	0.58%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
DUDLEY CAPITAL MANAGEMENT, LLC	4	4	0.14%	0.15%	0.16%	Q4 2022	Q3 2023	4
LMG Wealth Partners, LLC	4	4	1.24%	1.37%	1.53%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.26%	0.30%	0.40%	Q4 2022	Q3 2023	4
Kapstone Financial Advisors LLC	4	4	2.29%	2.50%	2.79%	Q4 2022	Q3 2023	4
Strait & Sound Wealth Management LLC	4	4	0.83%	0.91%	0.98%	Q4 2022	Q3 2023	4
CONTINUUM WEALTH ADVISORS, LLC	4	4	0.24%	0.29%	0.38%	Q4 2022	Q3 2023	4
STERLING INVESTMENT MANAGEMENT, LLC	4	4	0.17%	0.19%	0.22%	Q3 2021	Q2 2022	4
Quintet Private Bank (Europe) S.A.	3	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	4
Sterling Financial Group, Inc.	4	4	0.79%	1.31%	1.58%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	4	4	0.83%	1.28%	1.73%	Q2 2014	Q1 2015	4
Diversified Trust Co	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
GTS SECURITIES LLC	2	2	0.00%	0.01%	0.05%	Q2 2023	Q3 2023	4
HORIZON BANCORP INC /IN/	4	4	0.08%	0.09%	0.10%	Q4 2019	Q3 2020	4
RESOURCES MANAGEMENT CORP /CT/ /ADV	2	2	0.01%	0.01%	0.01%	Q3 2018	Q4 2019	4
SYM FINANCIAL Corp	4	4	0.03%	0.03%	0.03%	Q4 2017	Q3 2018	4
AUGUSTINE ASSET MANAGEMENT INC	4	4	0.11%	0.12%	0.14%	Q4 2022	Q3 2023	4
Advisors Asset Management, Inc.	1	1	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	4
BlackRock Fund Advisors	4	4	0.00%	0.00%	0.01%	Q2 2013	Q1 2014	4
PDS Planning, Inc	4	4	0.04%	0.05%	0.06%	Q3 2021	Q2 2022	4
RONALD BLUE & CO LLC	4	4	0.01%	0.02%	0.02%	Q3 2014	Q2 2015	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.36%	0.41%	0.44%	Q4 2020	Q3 2021	4
STEEL GROVE CAPITAL ADVISORS, LLC	4	4	0.28%	0.45%	0.62%	Q4 2022	Q3 2023	4
NOMURA HOLDINGS INC	2	2	0.00%	0.00%	0.01%	Q2 2013	Q2 2015	4
BLUEFIN CAPITAL MANAGEMENT, LLC	2	1	0.00%	0.07%	0.13%	Q1 2021	Q4 2021	4
BIEGEL & WALLER LLC	4	4	0.14%	0.14%	0.15%	Q4 2018	Q3 2019	4
OPUS INVESTMENT MANAGEMENT INC	4	4	2.87%	3.22%	3.91%	Q2 2016	Q1 2017	4
BOURGEON CAPITAL MANAGEMENT LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Sunesis Advisors, LLC	1	1	0.17%	0.19%	0.21%	Q3 2018	Q3 2023	4
Integris Wealth Management, LLC	4	4	0.15%	0.18%	0.22%	Q4 2022	Q3 2023	4
Heritage Financial Services, LLC	3	1	0.05%	0.12%	0.16%	Q4 2021	Q4 2022	4
Portfolio Strategies, Inc.	4	4	0.01%	5.72%	11.78%	Q4 2017	Q3 2018	4
Swaine & Leidel Wealth Services, LLC	2	1	0.21%	0.25%	0.31%	Q4 2020	Q1 2022	4
Fulcrum Equity Management	3	1	0.99%	1.93%	2.34%	Q2 2021	Q4 2022	4
Signature Wealth Management Group	4	4	0.03%	0.03%	0.04%	Q4 2017	Q3 2018	4
Claret Asset Management Corp	4	4	0.05%	0.06%	0.06%	Q2 2018	Q1 2019	4
TOWNSQUARE CAPITAL LLC	4	4	0.01%	0.01%	0.01%	Q2 2022	Q1 2023	4
Evolution Wealth Advisors, LLC	4	4	0.00%	0.05%	0.07%	Q4 2018	Q3 2019	4
Windsor Wealth Management, Inc.	2	1	0.04%	0.08%	0.20%	Q3 2018	Q4 2022	4
SlateStone Wealth, LLC	2	1	0.04%	0.06%	0.08%	Q4 2019	Q2 2023	4
SILVERHAWK ASSET MANAGEMENT, LLC	3	3	0.19%	0.20%	0.22%	Q4 2022	Q2 2023	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Glass Jacobson Investment Advisors llc	2	1	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	3
GAMBLE JONES INVESTMENT COUNSEL	1	1	0.02%	0.03%	0.04%	Q2 2013	Q2 2014	3
Gallacher Capital Management LLC	3	3	0.14%	0.17%	0.19%	Q4 2022	Q2 2023	3
Garde Capital, Inc.	1	1	0.06%	0.12%	0.23%	Q4 2015	Q4 2017	3
Quantinno Capital Management LP	3	3	0.02%	0.03%	0.04%	Q1 2023	Q3 2023	3
Confluence Wealth Services, Inc.	2	1	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	3
Hanlon Investment Management, Inc.	3	3	0.09%	0.13%	0.17%	Q3 2022	Q1 2023	3
Redhawk Wealth Advisors, Inc.	3	3	1.32%	3.36%	7.27%	Q3 2022	Q1 2023	3
Angeles Investment Advisors, LLC	2	1	0.01%	0.02%	0.04%	Q2 2020	Q4 2021	3
VECTOR WEALTH MANAGEMENT, LLC	3	3	0.14%	0.14%	0.15%	Q2 2016	Q4 2016	3
Schechter Investment Advisors, LLC	3	3	0.02%	0.03%	0.03%	Q1 2023	Q3 2023	3
IBEX WEALTH ADVISORS	1	1	0.02%	0.03%	0.04%	Q4 2016	Q3 2021	3
BIVIN & ASSOCIATES, INC.	3	3	0.02%	0.02%	0.03%	Q4 2021	Q2 2022	3
Red Spruce Capital, LLC	3	3	0.12%	0.14%	0.15%	Q4 2022	Q2 2023	3
Cape Investment Advisory, Inc.	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
ASHFORD CAPITAL MANAGEMENT INC	3	3	0.06%	0.30%	0.60%	Q2 2013	Q4 2013	3
J.P. Turner & Co Capital Mnagement, LLC	3	3	0.17%	0.20%	0.22%	Q4 2014	Q2 2015	3
Willow Street Advisors LLC	3	3	0.30%	0.31%	0.33%	Q2 2013	Q4 2013	3
Bellwether Investment Group, LLC	2	1	0.15%	0.21%	0.31%	Q2 2016	Q1 2017	3
J.Safra Asset Management Corp	3	3	0.20%	0.47%	0.65%	Q2 2016	Q4 2016	3
WealthPlan Investment Management, LLC	2	1	0.06%	0.06%	0.06%	Q1 2022	Q4 2022	3
Crescent Capital Consulting, LLC	3	3	0.03%	0.03%	0.03%	Q2 2021	Q4 2021	3
Avalon Trust Co	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.54%	1.38%	1.84%	Q4 2021	Q2 2022	3
Sigma Investment Management Co	3	3	0.34%	0.37%	0.40%	Q2 2018	Q4 2018	3
Camelot Portfolios, LLC	2	1	0.16%	0.17%	0.17%	Q2 2013	Q4 2014	3
MAYPORT, LLC	3	3	0.26%	0.28%	0.32%	Q1 2023	Q3 2023	3
PERSONAL CFO SOLUTIONS, LLC	3	3	0.04%	0.04%	0.05%	Q4 2021	Q2 2022	3
DIXON HUBARD FEINOUR & BROWN INC/VA	3	3	0.10%	0.13%	0.16%	Q4 2021	Q2 2022	3
Syverson Strege & Co	3	3	0.06%	0.07%	0.07%	Q2 2021	Q4 2021	3
XR Securities LLC	1	1	0.04%	0.38%	1.06%	Q1 2018	Q4 2022	3
Security Financial Services, INC.	3	3	0.06%	0.07%	0.08%	Q4 2022	Q2 2023	3
SageView Advisory Group, LLC	3	3	0.15%	0.16%	0.16%	Q1 2023	Q3 2023	3
First Capital Advisors Group, LLC.	3	3	0.78%	1.52%	2.02%	Q4 2022	Q2 2023	3
WCG Wealth Advisors LLC	2	2	0.00%	0.02%	0.03%	Q2 2022	Q3 2022	3
HBK INVESTMENTS L P	2	1	0.01%	0.33%	0.50%	Q2 2013	Q1 2023	3
FWL INVESTMENT MANAGEMENT, LLC	2	1	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	3
Capital Advantage, Inc.	2	1	0.06%	0.07%	0.07%	Q4 2019	Q1 2021	3
Newfound Research LLC	3	3	0.00%	0.00%	0.00%	Q4 2015	Q2 2016	3
FOCUS Wealth Advisors, LLC	3	3	2.00%	2.08%	2.20%	Q1 2023	Q3 2023	3
MISSION WEALTH MANAGEMENT, LP	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Advisor Resource Council	1	1	0.02%	0.18%	0.50%	Q2 2021	Q2 2022	3
NICOLET BANKSHARES INC	3	3	0.09%	0.09%	0.10%	Q1 2023	Q3 2023	3
Merriman Wealth Management, LLC	2	1	0.11%	0.18%	0.24%	Q2 2016	Q1 2018	3
Novak Financial Planning, LLC	3	3	0.57%	0.61%	0.66%	Q4 2020	Q2 2021	3
Mach-1 Financial Group, LLC	2	1	0.04%	0.14%	0.33%	Q2 2022	Q1 2023	3
TCG Advisors, LP	2	1	0.01%	0.09%	0.26%	Q1 2019	Q2 2020	3
Fortis Group Advisors, LLC	3	3	0.16%	0.19%	0.21%	Q1 2023	Q3 2023	3
SageGuard Financial Group, LLC	3	3	0.62%	0.65%	0.68%	Q4 2020	Q2 2021	3
Trexquant Investment LP	2	1	0.01%	0.02%	0.04%	Q3 2021	Q3 2023	3
ALPINE WOODS CAPITAL INVESTORS, LLC	3	3	0.07%	0.08%	0.09%	Q1 2020	Q3 2020	3
LEO BROKERAGE, LLC	2	1	0.14%	0.40%	0.60%	Q1 2022	Q2 2023	3
Secrest Blakey & Associates, LLC	3	3	0.12%	0.12%	0.13%	Q1 2019	Q3 2019	3
Eagle Bay Advisors LLC	3	3	0.01%	0.01%	0.01%	Q2 2021	Q4 2021	3
SOUTH TEXAS MONEY MANAGEMENT LTD	3	3	0.01%	0.01%	0.01%	Q3 2017	Q1 2018	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.04%	0.07%	0.10%	Q4 2017	Q3 2018	3
Overbrook Management Corp	3	3	0.04%	0.05%	0.05%	Q3 2016	Q1 2017	3
BOSTON FINANCIAL MANGEMENT LLC	2	1	0.01%	0.02%	0.03%	Q2 2016	Q1 2020	3
My Legacy Advisors, LLC	3	3	0.11%	0.12%	0.13%	Q1 2023	Q3 2023	3
ZEVENBERGEN CAPITAL INVESTMENTS LLC	3	3	0.02%	0.02%	0.02%	Q1 2021	Q3 2021	3
TUCKER ASSET MANAGEMENT LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Y.D. More Investments Ltd	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
MAPLE SECURITIES USA INC	3	3	0.07%	0.21%	0.32%	Q2 2013	Q4 2013	3
Inscription Capital, LLC	2	1	0.22%	0.30%	0.40%	Q3 2019	Q2 2021	3
Kabarec Financial Advisors, Ltd.	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Valtinson Bruner Financial Planning LLC	3	3	0.15%	0.16%	0.17%	Q2 2019	Q4 2019	3
Derbend Asset Management	2	1	0.20%	1.20%	3.19%	Q2 2021	Q1 2022	3
Oxler Private Wealth LLC	2	1	0.03%	0.04%	0.05%	Q4 2020	Q3 2022	3
Independence Trust CO	3	3	0.15%	0.16%	0.19%	Q4 2014	Q2 2015	3
Exchange Capital Management, Inc.	2	1	0.01%	0.04%	0.06%	Q3 2014	Q2 2016	3
Lion Street Advisors, LLC	2	1	0.52%	0.73%	0.90%	Q1 2020	Q4 2020	3
Schneider Downs Wealth Management Advisors, LP	3	3	0.12%	0.12%	0.13%	Q3 2017	Q1 2018	3
Coastline Trust Co	3	3	0.44%	0.49%	0.53%	Q3 2022	Q1 2023	3
Allspring Global Investments Holdings, LLC	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.03%	0.05%	Q4 2018	Q4 2021	3
Cadent Capital Advisors, LLC	2	1	0.15%	0.18%	0.20%	Q1 2022	Q4 2022	3
Blume Capital Management, Inc.	2	1	0.01%	0.02%	0.03%	Q1 2020	Q3 2022	3
NorthCrest Asset Manangement, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Hayden Royal, LLC	3	3	0.21%	0.23%	0.26%	Q1 2020	Q3 2020	3
Performa Ltd (US), LLC	3	3	0.86%	0.95%	1.04%	Q1 2023	Q3 2023	3
Meridian Wealth Advisors, LLC	3	3	0.18%	0.22%	0.29%	Q4 2018	Q2 2019	3
Fifth Third Wealth Advisors LLC	3	3	0.34%	0.42%	0.58%	Q2 2023	Q4 2023	3
Column Capital Advisors, LLC	2	1	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	3
Y-Intercept (Hong Kong) Ltd	2	1	0.06%	0.14%	0.19%	Q2 2021	Q1 2022	3
Miura Global Management	3	3	2.82%	3.05%	3.18%	Q2 2019	Q4 2019	3
Vestpro Financial Partners, Inc. dba CPF Texas	3	3	0.10%	0.11%	0.13%	Q4 2017	Q2 2018	3
EXCELSIA, INC.	3	3	11.81%	14.31%	15.72%	Q4 2014	Q2 2015	3
Covenant Multifamily Offices, LLC	2	1	0.00%	0.12%	0.22%	Q3 2015	Q4 2019	3
Karn, Couzens & Associates, Inc.	3	3	0.16%	0.17%	0.20%	Q3 2021	Q1 2022	3
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	3	3	1.11%	1.38%	1.88%	Q1 2023	Q3 2023	3
BRIDGES INVESTMENT MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q2 2021	3
Paragon Capital Management LLC	2	1	0.12%	0.66%	1.57%	Q1 2018	Q3 2020	3
Wilmington Trust Investment Management, LLC	3	3	0.05%	0.06%	0.07%	Q4 2013	Q2 2014	3
Congress Wealth Management LLC / DE /	2	1	0.00%	0.00%	0.01%	Q4 2021	Q4 2022	3
WealthTrust-Arizona, LLC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2018	3
Smith & Howard Wealth Management, LLC	3	3	0.01%	0.03%	0.04%	Q2 2013	Q4 2013	3
TOCQUEVILLE ASSET MANAGEMENT L.P.	1	1	0.01%	0.03%	0.06%	Q4 2015	Q4 2018	3
Executive Wealth Management, LLC	3	3	0.00%	0.01%	0.02%	Q4 2018	Q2 2019	3
Riggs Asset Managment Co. Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Engrave Wealth Partners LLC	3	3	0.07%	0.12%	0.21%	Q4 2019	Q2 2020	3
Crestwood Advisors Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2017	Q3 2023	3
East Coast Asset Management, LLC.	3	3	0.10%	0.11%	0.12%	Q4 2012	Q2 2013	3
MOORE CAPITAL MANAGEMENT, LP	2	1	0.02%	0.09%	0.15%	Q4 2013	Q1 2022	3
BENJAMIN EDWARDS INC	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
ARS Wealth Advisors, LLC	3	3	0.14%	0.16%	0.17%	Q3 2016	Q1 2017	3
WJ Wealth Management, LLC	3	3	0.20%	0.21%	0.24%	Q2 2022	Q4 2022	3
SkyView Investment Advisors, LLC	3	3	0.37%	0.64%	0.90%	Q4 2022	Q2 2023	3
Cypress Wealth Advisors LLC	3	3	0.70%	0.76%	0.82%	Q3 2018	Q1 2019	3
AMUSSEN HUNSAKER ASSOCIATES LLC	2	1	0.05%	0.05%	0.05%	Q3 2018	Q1 2022	3
Red Door Wealth Management, LLC	2	1	0.02%	0.03%	0.04%	Q1 2020	Q2 2021	3
Smith, Salley & Associates	3	3	0.03%	0.04%	0.04%	Q1 2018	Q3 2018	3
WESPAC Advisors, LLC	2	1	0.22%	1.98%	3.31%	Q4 2014	Q3 2020	3
Hilton Capital Management, LLC	3	3	0.07%	0.07%	0.08%	Q1 2014	Q3 2014	3
McAdam, LLC	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
Deane Retirement Strategies, Inc.	2	1	0.00%	1.72%	2.92%	Q2 2022	Q2 2023	3
Fiduciary Group LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
Atomi Financial Group, Inc.	3	3	0.13%	0.19%	0.27%	Q1 2023	Q3 2023	3
Pinnacle Private Wealth, LLC	3	3	0.24%	0.43%	0.64%	Q4 2021	Q2 2022	3
Allegiant Private Advisors, LLC	3	3	0.04%	0.05%	0.06%	Q4 2020	Q2 2021	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.18%	0.18%	0.20%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Pine Valley Investments Ltd Liability Co	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
Sowa Financial Group, Inc.	3	3	0.02%	0.02%	0.03%	Q4 2019	Q2 2020	3
Ameritas Investment Partners, Inc.	2	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2018	3
Resolute Wealth Strategies, LLC	3	3	0.51%	0.58%	0.67%	Q1 2023	Q3 2023	3
Ten Capital Wealth Advisors, LLC	2	1	0.00%	0.01%	0.02%	Q4 2020	Q4 2022	3
BIP Wealth, LLC	3	3	0.05%	0.06%	0.08%	Q1 2023	Q3 2023	3
PFG Investments, LLC	3	3	0.13%	0.19%	0.22%	Q1 2023	Q3 2023	3
Covestor Ltd	3	3	0.37%	0.38%	0.39%	Q4 2021	Q2 2022	3
Westshore Wealth, LLC	2	1	0.23%	0.58%	0.79%	Q4 2019	Q2 2021	3
Imprint Wealth LLC	3	3	0.18%	0.20%	0.23%	Q1 2023	Q3 2023	3
Personal Wealth Partners	3	3	0.01%	0.01%	0.01%	Q2 2019	Q4 2019	3
Chemistry Wealth Management LLC	2	2	0.07%	0.08%	0.08%	Q4 2022	Q1 2023	2
Essex Private Wealth Management, LLC	2	2	0.73%	0.79%	0.85%	Q4 2019	Q1 2020	2
Sciencast Management LP	2	2	0.11%	0.12%	0.12%	Q2 2017	Q3 2017	2
Horan Capital Advisors, LLC.	1	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2020	2
Robbins Farley	1	1	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	2
W.G. Shaheen & Associates DBA Whitney & Co	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2015	2
Alliance Wealth Advisors, LLC	2	2	0.17%	0.19%	0.21%	Q4 2022	Q1 2023	2
GSB Wealth Management, LLC	2	2	0.16%	0.16%	0.16%	Q1 2023	Q2 2023	2
Lloyd Advisory Services, LLC.	1	1	0.00%	0.01%	0.01%	Q2 2020	Q1 2022	2
Paradigm, Strategies in Wealth Management, LLC	2	2	0.03%	0.08%	0.13%	Q1 2021	Q2 2021	2
Optiver Holding B.V.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q1 2023	2
SENTINEL PENSION ADVISORS INC	1	1	0.10%	0.11%	0.11%	Q3 2020	Q4 2021	2
UNIVEST FINANCIAL Corp	1	1	0.06%	0.06%	0.06%	Q3 2019	Q1 2021	2
Shamrock Asset Management LLC	2	2	0.00%	0.02%	0.05%	Q1 2014	Q2 2014	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
Burns Matteson Capital Management, LLC	2	2	0.16%	0.16%	0.16%	Q4 2022	Q1 2023	2
Helen Stephens Group, LLC	2	2	0.20%	0.22%	0.24%	Q4 2022	Q1 2023	2
ROTHSCHILD INVESTMENT LLC /IL	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Cornerstone Financial Partners, LLC	2	2	0.13%	0.19%	0.25%	Q2 2016	Q3 2016	2
SUMIT CAPITAL, LLC	2	2	0.88%	0.97%	1.05%	Q2 2014	Q3 2014	2
LOCKERMAN FINANCIAL GROUP, INC.	2	2	1.35%	1.41%	1.47%	Q4 2022	Q1 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.01%	0.01%	0.02%	Q4 2021	Q1 2022	2
Portfolio Solutions, LLC	2	2	0.02%	0.02%	0.02%	Q1 2017	Q2 2017	2
SSI INVESTMENT MANAGEMENT LLC	2	2	0.02%	0.03%	0.03%	Q4 2014	Q1 2015	2
Sound View Wealth Advisors, LLC	2	2	1.65%	1.65%	1.66%	Q4 2018	Q1 2019	2
Well Done, LLC	1	1	0.00%	0.44%	0.88%	Q4 2018	Q4 2022	2
PICTON MAHONEY ASSET MANAGEMENT	2	2	0.02%	0.02%	0.02%	Q2 2016	Q3 2016	2
GODSEY & GIBB, INC	1	1	0.00%	0.03%	0.05%	Q4 2018	Q4 2022	2
Simply Money Advisors	2	2	0.00%	0.04%	0.08%	Q2 2013	Q3 2013	2
MKD WEALTH COACHES, LLC	2	2	0.08%	0.08%	0.09%	Q1 2019	Q2 2019	2
One Charles Private Wealth Services, LLC	2	2	0.14%	0.16%	0.17%	Q2 2021	Q3 2021	2
S.A. Mason LLC	2	2	0.02%	0.03%	0.05%	Q4 2019	Q1 2020	2
Berkeley Capital Partners, LLC	2	2	0.10%	0.10%	0.11%	Q4 2022	Q1 2023	2
Mader & Shannon Wealth Management, Inc.	1	1	5.38%	5.70%	6.03%	Q2 2014	Q4 2014	2
SevenBridge Financial Group, LLC	1	1	0.03%	0.04%	0.05%	Q2 2019	Q4 2021	2
DAVIS R M INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Gallagher Fiduciary Advisors, LLC	2	2	0.02%	0.03%	0.05%	Q1 2023	Q2 2023	2
Pacifica Partners Inc.	2	2	0.04%	0.04%	0.05%	Q1 2020	Q2 2020	2
Axiom Investment Management LLC	2	2	0.04%	0.04%	0.04%	Q1 2019	Q2 2019	2
John W. Brooker & Co., CPAs	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.08%	0.10%	0.11%	Q4 2014	Q1 2015	2
Fortitude Advisory Group L.L.C.	2	2	0.06%	0.08%	0.10%	Q4 2021	Q1 2022	2
ETRADE Capital Management LLC	2	2	0.01%	0.01%	0.01%	Q2 2020	Q3 2020	2
Strategic Wealth Partners Group, LLC	2	2	1.70%	2.16%	2.61%	Q1 2018	Q2 2018	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.18%	0.23%	0.28%	Q4 2019	Q1 2020	2
Coppell Advisory Solutions Corp.	2	2	2.19%	2.30%	2.41%	Q4 2022	Q1 2023	2
Second Half Financial Partners, LLC	2	2	0.26%	0.26%	0.26%	Q1 2022	Q2 2022	2
Paloma Partners Management Co	1	1	0.00%	0.04%	0.07%	Q1 2018	Q2 2020	2
ADVISOR PARTNERS II, LLC	2	2	0.02%	0.02%	0.03%	Q2 2023	Q3 2023	2
WEST CHESTER CAPITAL ADVISORS, INC	1	1	0.23%	0.31%	0.39%	Q2 2014	Q4 2014	2
Clear Harbor Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	2
Fiduciary Alliance LLC	1	1	0.01%	0.02%	0.03%	Q4 2022	Q2 2023	2
Kathmere Capital Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
Fortis Capital Advisors, LLC	2	2	0.03%	0.04%	0.04%	Q4 2022	Q1 2023	2
Holistic Financial Partners	2	2	0.07%	0.07%	0.07%	Q4 2017	Q1 2018	2
Townsend & Associates, Inc	2	2	0.02%	0.02%	0.02%	Q2 2018	Q3 2018	2
Paulson Wealth Management Inc.	2	2	0.58%	0.58%	0.58%	Q2 2023	Q3 2023	2
ZACKS INVESTMENT MANAGEMENT	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q2 2014	2
Worth Financial Advisory Group, LLC	2	2	0.22%	0.25%	0.28%	Q4 2022	Q1 2023	2
Timber Creek Capital Management LLC	2	2	0.01%	0.01%	0.02%	Q2 2013	Q3 2013	2
Destiny Capital Corp/CO	2	2	0.34%	0.36%	0.37%	Q1 2023	Q2 2023	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
STERLING INVESTMENT ADVISORS LLC /ADV	2	2	0.12%	0.13%	0.13%	Q4 2021	Q1 2022	2
Alpha Financial Partners, LLC	2	2	0.32%	0.36%	0.39%	Q4 2022	Q1 2023	2
Northwest Capital Management Inc	2	2	0.01%	0.02%	0.02%	Q2 2023	Q3 2023	2
TRUST CO OF TOLEDO NA /OH/	2	2	0.09%	0.10%	0.11%	Q3 2023	Q4 2023	2
Empower Advisory Group, LLC	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
ORG Partners LLC	2	2	0.05%	0.06%	0.07%	Q2 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.08%	0.10%	0.12%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	1.16%	1.21%	1.26%	Q2 2023	Q3 2023	2
Corundum Trust Company, INC	2	2	7.06%	7.19%	7.32%	Q2 2023	Q3 2023	2
INVENIO WEALTH PARTNERS LLC	2	2	1.49%	2.42%	3.35%	Q2 2023	Q3 2023	2
CGC Financial Services, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
VisionPoint Advisory Group, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Peoples Bank/KS	2	2	1.49%	1.52%	1.54%	Q3 2023	Q4 2023	2
Morton Capital Management LLC/CA	2	2	0.08%	0.08%	0.09%	Q4 2021	Q1 2022	2
MDE Group	2	2	0.02%	0.02%	0.02%	Q1 2014	Q2 2014	2
Pettinga Financial Advisors LLC	2	2	0.06%	0.08%	0.10%	Q1 2021	Q2 2021	2
Apexium Financial, LP	1	1	0.03%	0.34%	0.64%	Q4 2019	Q1 2023	2
Banyan Partners, LLC	2	2	0.15%	0.21%	0.27%	Q3 2013	Q4 2013	2
RIVERSEDGE ADVISORS, LLC	2	2	0.37%	0.37%	0.37%	Q2 2019	Q3 2019	2
True Capital Management	2	2	0.26%	0.30%	0.35%	Q4 2022	Q1 2023	2
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2018	2
Cooper Financial Group	1	1	0.07%	0.12%	0.17%	Q4 2020	Q4 2021	2
Lenox Wealth Management, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2017	Q3 2017	2
Ipswich Investment Management Co., Inc.	1	1	0.00%	0.00%	0.01%	Q1 2016	Q4 2018	2
KCS Wealth Advisory	1	1	0.00%	0.05%	0.09%	Q3 2019	Q3 2023	2
Meridian Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2021	2
Verition Fund Management LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q2 2020	2
Doyle Wealth Management	1	1	0.01%	0.01%	0.02%	Q4 2018	Q2 2019	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.08%	0.10%	0.13%	Q2 2013	Q3 2013	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.89%	0.89%	0.89%	Q2 2013	Q3 2013	2
Vision Capital Management, Inc.	2	2	0.04%	0.04%	0.04%	Q1 2023	Q2 2023	2
WBI INVESTMENTS, LLC	1	1	0.04%	0.06%	0.08%	Q3 2017	Q1 2018	2
ARROW FINANCIAL CORP	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
Israel Discount Bank of New York	2	2	0.03%	0.03%	0.03%	Q4 2018	Q1 2019	2
Adams Asset Advisors, LLC	2	2	0.10%	0.12%	0.15%	Q2 2015	Q3 2015	2
Forward Management, LLC	1	1	0.00%	0.01%	0.02%	Q4 2015	Q4 2017	2
Fortress Investment Group LLC	1	1	0.04%	0.06%	0.08%	Q4 2013	Q2 2014	2
Stratos Wealth Advisors, LLC	1	1	0.01%	0.01%	0.02%	Q1 2020	Q2 2023	2
Bridgecreek Investment Management, LLC	2	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2013	2
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	2	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2018	2
Alpha Quant Advisors, LLC	2	2	0.08%	0.08%	0.08%	Q4 2018	Q1 2019	2
Aperio Group, LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2019	2
VAUGHAN DAVID INVESTMENTS LLC/IL	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2	2	0.03%	0.03%	0.03%	Q4 2013	Q1 2014	2
FNY Investment Advisers, LLC	1	1	0.06%	0.20%	0.33%	Q2 2018	Q3 2023	2
Advisors Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q4 2022	2
Oak Point Wealth Management	2	2	0.32%	0.33%	0.33%	Q4 2017	Q1 2018	2
Westend Capital Management, LLC	1	1	0.95%	0.99%	1.04%	Q2 2013	Q4 2013	2
Independent Portfolio Consultants, Inc.	2	2	0.09%	0.10%	0.12%	Q1 2017	Q2 2017	2
Guild Investment Management, Inc.	1	1	4.73%	5.06%	5.40%	Q1 2012	Q3 2013	2
CenterStar Asset Management, LLC	1	1	0.00%	0.04%	0.09%	Q3 2019	Q3 2019	2
FIRST NATIONAL CORP /MA/ /ADV	2	2	0.02%	0.02%	0.02%	Q4 2018	Q1 2019	2
CIBC BANK USA	2	2	0.03%	0.05%	0.07%	Q2 2013	Q3 2013	2
BBVA USA	2	2	0.04%	0.04%	0.05%	Q2 2021	Q3 2021	2
Windsor Advisory Group, LLC	2	2	0.02%	0.03%	0.03%	Q4 2022	Q1 2023	2
Davis Capital Management	2	2	0.13%	0.14%	0.14%	Q1 2020	Q2 2020	2
Aspire Private Capital, LLC	2	2	0.00%	0.00%	0.01%	Q4 2018	Q1 2019	2
Royal Fund Management, LLC	2	2	0.00%	0.00%	0.01%	Q3 2019	Q4 2019	2
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	2
JRM Investment Counsel, LLC	2	2	0.17%	0.17%	0.18%	Q3 2017	Q4 2017	2
Berger Financial Group, Inc	2	2	0.04%	0.04%	0.05%	Q4 2020	Q1 2021	2
Arvest Bank Trust Division	2	2	0.02%	0.02%	0.02%	Q3 2019	Q4 2019	2
Domani Wealth, LLC	2	2	0.26%	0.26%	0.26%	Q4 2015	Q1 2016	2
QCM Cayman, Ltd.	1	1	0.10%	0.35%	0.60%	Q4 2014	Q3 2021	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
ETF Portfolio Partners, Inc.	2	2	0.60%	0.65%	0.70%	Q4 2014	Q1 2015	2
Pointe Capital Management LLC	1	1	0.07%	0.25%	0.43%	Q4 2016	Q1 2023	2
Kerntke Otto McGlone Wealth Management Group	1	1	0.08%	0.15%	0.22%	Q2 2021	Q4 2022	2
Signator Financial Services, Inc.	2	2	0.65%	0.67%	0.68%	Q2 2013	Q3 2013	2
BECK CAPITAL MANAGEMENT, LLC	2	2	0.15%	0.15%	0.15%	Q2 2016	Q3 2016	2
Running Point Capital Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Bridgewater Advisors Inc.	2	2	0.11%	0.12%	0.13%	Q2 2021	Q3 2021	2
Lokken Investment Group LLC	2	2	1.02%	1.10%	1.17%	Q1 2023	Q2 2023	2
ROCKEFELLER FINANCIAL SERVICES INC	2	2	0.04%	0.05%	0.05%	Q3 2017	Q4 2017	2
Annapolis Financial Services, LLC	1	1	0.00%	0.02%	0.04%	Q4 2022	Q3 2023	2
ACADIA TRUST NA	1	1	0.17%	0.23%	0.29%	Q1 2015	Q4 2015	2
Torch Wealth Management LLC	2	2	0.01%	0.01%	0.01%	Q1 2014	Q2 2014	2
Checchi Capital Advisers, LLC	1	1	0.02%	0.04%	0.07%	Q2 2016	Q4 2020	2
COMMUNITY TRUST & INVESTMENT CO	1	1	0.02%	0.03%	0.03%	Q4 2021	Q4 2022	2
Stolper Co	1	1	0.97%	0.97%	0.97%	Q4 2020	Q4 2020	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Guardian Wealth Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q1 2021	Q1 2021	1
Palouse Capital Management, Inc.	1	1	0.08%	0.08%	0.08%	Q4 2016	Q4 2016	1
HWG Holdings LP	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.23%	0.23%	0.23%	Q2 2023	Q2 2023	1
LJI Wealth Management, LLC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
BNC WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
KPP Advisory Services LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Strategic Investment Advisors / MI	1	1	0.22%	0.22%	0.22%	Q4 2018	Q4 2018	1
Mariner Wealth Advisors-Madison, LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
PORTOLA GROUP INC /CA	1	1	0.23%	0.23%	0.23%	Q4 2014	Q4 2014	1
Bridgeworth, LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Capital Wealth Alliance, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	0.27%	0.27%	0.27%	Q3 2023	Q3 2023	1
Centiva Capital, LP	1	1	0.16%	0.16%	0.16%	Q1 2019	Q1 2019	1
SYNTAX RESEARCH, INC.	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Legacy Wealth Management, Inc	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
United Community Bank	1	1	0.32%	0.32%	0.32%	Q3 2023	Q3 2023	1
Freestate Advisors LLC	1	1	0.21%	0.21%	0.21%	Q2 2019	Q2 2019	1
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1	1	0.16%	0.16%	0.16%	Q2 2020	Q2 2020	1
Ken Stern & Associates, Inc.	1	1	3.20%	3.20%	3.20%	Q1 2016	Q1 2016	1
AXS Investments LLC	1	1	1.66%	1.66%	1.66%	Q3 2021	Q3 2021	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Live Your Vision, LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
Bank OZK	1	1	0.09%	0.09%	0.09%	Q2 2021	Q2 2021	1
NEXT Financial Holdings	1	1	0.20%	0.20%	0.20%	Q1 2019	Q1 2019	1
Capital CS Group, LLC	1	1	1.57%	1.57%	1.57%	Q4 2022	Q4 2022	1
Blue Granite Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Walleye Capital LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
DRW Securities, LLC	1	1	0.12%	0.12%	0.12%	Q2 2013	Q2 2013	1
MYDA Advisors LLC	1	1	1.69%	1.69%	1.69%	Q3 2020	Q3 2020	1
CATALYST PRIVATE WEALTH, LLC	1	1	0.08%	0.08%	0.08%	Q3 2020	Q3 2020	1
LWM Advisory Services, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Canal Capital Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2018	Q4 2018	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
TFG Advisers LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Blueshift Asset Management, LLC	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Compass Ion Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Janney Capital Management LLC	1	1	0.03%	0.03%	0.03%	Q1 2020	Q1 2020	1
OneAscent Financial Services LLC	1	1	0.28%	0.28%	0.28%	Q2 2019	Q2 2019	1
Biondo Investment Advisors, LLC	1	1	0.17%	0.17%	0.17%	Q4 2017	Q4 2017	1
True North Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q1 2023	Q1 2023	1
FIRST NATIONAL BANK OF OMAHA	1	1	0.02%	0.02%	0.02%	Q3 2016	Q3 2016	1
Headlands Technologies LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
GETCO Holding Company, LLC	1	1	0.24%	0.24%	0.24%	Q2 2013	Q2 2013	1
TLWM	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Signature Financial Management, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
INTEGRAL DERIVATIVES, LLC	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
RATIONAL ADVISORS LLC	1	1	1.15%	1.15%	1.15%	Q3 2015	Q3 2015	1
Aviance Capital Partners, LLC	1	1	0.08%	0.08%	0.08%	Q3 2016	Q3 2016	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	0.07%	0.07%	0.07%	Q2 2013	Q2 2013	1
RNC CAPITAL MANAGEMENT LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
HOURGLASS CAPITAL, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
CEDAR HILL ASSOCIATES, LLC	1	1	0.06%	0.06%	0.06%	Q2 2018	Q2 2018	1
Pinnacle Wealth Advisors	1	1	0.27%	0.27%	0.27%	Q2 2021	Q2 2021	1
JBJ Investment Partners, LLC	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Vident Advisory, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Widmann Financial Services, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Towerpoint Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
American Trust	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
Portfolio Strategies Inc	1	1	0.12%	0.12%	0.12%	Q4 2017	Q4 2017	1
Consilium Wealth Advisory, LLC	1	1	0.23%	0.23%	0.23%	Q4 2021	Q4 2021	1
Alera Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
PLANNING ALTERNATIVES LTD /ADV	1	1	0.06%	0.06%	0.06%	Q4 2015	Q4 2015	1
TFO Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Crew Capital Management, Ltd.	1	1	0.20%	0.20%	0.20%	Q1 2022	Q1 2022	1
L & S Advisors Inc	1	1	0.17%	0.17%	0.17%	Q2 2016	Q2 2016	1
Glovista Investments LLC	1	1	0.35%	0.35%	0.35%	Q2 2014	Q2 2014	1
OmniStar Financial Group, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
MBE Wealth Management, LLC	1	1	0.07%	0.07%	0.07%	Q1 2020	Q1 2020	1
Madison Scottsdale, LC	1	1	0.25%	0.25%	0.25%	Q2 2013	Q2 2013	1
Texas Capital Bank Wealth Management Services Inc	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Aull & Monroe Investment Management Corp	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
St. Johns Investment Management Company, LLC	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2014	1
EverPoint Asset Management, LLC	1	1	0.92%	0.92%	0.92%	Q3 2016	Q3 2016	1
Greenhouse Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Merrion Investment Management Co, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Allegis Investment Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2015	Q4 2015	1
Oder Investment Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Livingston Group Asset Management CO (operating as Southport Capital Management)	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
Chessman Wealth Strategies RIA	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
ALPS ADVISORS INC	1	1	2.24%	2.24%	2.24%	Q4 2014	Q4 2014	1
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.19%	0.19%	0.19%	Q1 2017	Q1 2017	1
Thor Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
Jupiter Wealth Management LLC	1	1	0.45%	0.45%	0.45%	Q3 2023	Q3 2023	1
Empowered Funds, LLC	1	1	0.52%	0.52%	0.52%	Q2 2022	Q2 2022	1
CIM, LLC	1	1	0.08%	0.08%	0.08%	Q3 2022	Q3 2022	1
Detwiler Fenton Investment Management LLC	1	1	0.28%	0.28%	0.28%	Q2 2014	Q2 2014	1
Alpha Cubed Investments, LLC	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
GSA CAPITAL PARTNERS LLP	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Delek Group, Ltd.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
CAMDEN NATIONAL CORP	1	1	0.12%	0.12%	0.12%	Q1 2021	Q1 2021	1
MADDEN SECURITIES Corp	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Apeiron RIA LLC	1	1	0.18%	0.18%	0.18%	Q1 2023	Q1 2023	1
Indiana Trust & Investment Management CO	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
KMG FIDUCIARY PARTNERS, LLC	1	1	0.08%	0.08%	0.08%	Q1 2019	Q1 2019	1
Team Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
GUARDIAN WEALTH ADVISORS, LLC / NC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Galvin, Gaustad & Stein, LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.40%	0.40%	0.40%	Q1 2017	Q1 2017	1
MACROVIEW INVESTMENT MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Patriot Wealth Management, Inc.	1	1	0.08%	0.08%	0.08%	Q3 2018	Q3 2018	1
Rather & Kittrell, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
CAHILL FINANCIAL ADVISORS INC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Financial Gravity Asset Management, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Private Wealth Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
CHEMUNG CANAL TRUST CO	1	1	0.05%	0.05%	0.05%	Q3 2017	Q3 2017	1
Hamilton Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
NBC SECURITIES, INC.	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
BLUE SQUARE ASSET MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Diversified, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Andrew Hill Investment Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Bragg Financial Advisors, Inc	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Berman Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
COBIZ WEALTH, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Financial Planners of Cleveland, Inc.	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Stadion Money Management, LLC	1	1	0.11%	0.11%	0.11%	Q4 2014	Q4 2014	1
Buffington Mohr McNeal	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
B, B, H, & B INC.	1	1	4.18%	4.18%	4.18%	Q1 2022	Q1 2022	1
Zimmer Partners, LP	1	1	5.17%	5.17%	5.17%	Q4 2013	Q4 2013	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.26%	0.26%	0.26%	Q1 2015	Q1 2015	1
ALPINE ASSOCIATES ADVISORS	1	1	4.01%	4.01%	4.01%	Q3 2013	Q3 2013	1
Cavalier Investments, LLC	1	1	1.13%	1.13%	1.13%	Q1 2020	Q1 2020	1
Accurate Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Maple Capital Management, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
MARSHALL & SULLIVAN INC /WA/	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Shilanski & Associates, Inc.	1	1	0.20%	0.20%	0.20%	Q3 2022	Q3 2022	1
Treynor Bancshares, Inc.	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
CUTLER INVESTMENT COUNSEL LLC	1	1	0.08%	0.08%	0.08%	Q4 2015	Q4 2015	1
Braver Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Fluent Financial, LLC	1	1	0.19%	0.19%	0.19%	Q4 2018	Q4 2018	1
Alpha DNA Investment Management LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Schonfeld Strategic Advisors LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Freedom Investment Management, Inc.	1	1	0.45%	0.45%	0.45%	Q2 2018	Q2 2018	1
MADRONA FUNDS, LLC	1	1	0.17%	0.17%	0.17%	Q3 2019	Q3 2019	1
RVW Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
GENWORTH FINANCIAL INC	1	1	0.45%	0.45%	0.45%	Q2 2013	Q2 2013	1
Darwin Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
CAPE ANN SAVINGS BANK	1	1	2.75%	2.75%	2.75%	Q2 2013	Q2 2013	1
MHI Funds, LLC	1	1	3.04%	3.04%	3.04%	Q3 2018	Q3 2018	1
Meiji Yasuda Life Insurance Co	1	1	0.28%	0.28%	0.28%	Q3 2016	Q3 2016	1
Mariner Wealth Advisors-Cincinnati, LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
MA Private Wealth	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
LAKE STREET ADVISORS GROUP, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Almanack Investment Partners, LLC.	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Landmark Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
MARSHALL WACE ASIA Ltd	1	1	0.20%	0.20%	0.20%	Q1 2021	Q1 2021	1
Gallagher Benefit Services, Inc.	1	1	0.11%	0.11%	0.11%	Q4 2022	Q4 2022	1
PROFFITT & GOODSON INC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Pictet North America Advisors SA	1	1	0.09%	0.09%	0.09%	Q4 2015	Q4 2015	1
Ferguson Shapiro LLC	1	1	0.15%	0.15%	0.15%	Q3 2022	Q3 2022	1
S&T BANK/PA	1	1	0.05%	0.05%	0.05%	Q1 2016	Q1 2016	1
COMPASS FINANCIAL ADVISORS LLC	1	1	0.23%	0.23%	0.23%	Q1 2022	Q1 2022	1
Safeguard Financial, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Bluefin Trading, LLC	1	1	0.48%	0.48%	0.48%	Q3 2018	Q3 2018	1
Silicon Hills Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Investmark Advisory Group LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
WEXFORD CAPITAL LP	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
Rice Partnership, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Perkins Coie Trust Co	1	1	0.07%	0.07%	0.07%	Q3 2019	Q3 2019	1
Capital Square, LLC	1	1	0.10%	0.10%	0.10%	Q1 2020	Q1 2020	1
1834 INVESTMENT ADVISORS CO	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
CMT Asset Management Ltd	1	1	0.10%	0.10%	0.10%	Q4 2012	Q4 2012	1
Oak Asset Management, LLC	1	1	0.19%	0.19%	0.19%	Q2 2022	Q2 2022	1
Vantage Financial Partners, LLC	1	1	0.11%	0.11%	0.11%	Q1 2022	Q1 2022	1
Quantbot Technologies LP	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
Reby Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
Avalon Investment & Advisory	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Granite Bay Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
INR ADVISORY SERVICES LLC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
Investors Financial Group, LLC	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
ING GROEP NV	1	1	0.29%	0.29%	0.29%	Q1 2013	Q1 2013	1
Americana Partners, LLC	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
FAIRFIELD, BUSH & CO.	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
BAR HARBOR TRUST SERVICES	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
REBALANCE, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
HARTLINE INVESTMENT CORP/	1	1	0.24%	0.24%	0.24%	Q3 2022	Q3 2022	1
Smart Money Group LLC	1	1	0.28%	0.28%	0.28%	Q1 2018	Q1 2018	1
Trinity Wealth Management, LLC	1	1	0.25%	0.25%	0.25%	Q4 2019	Q4 2019	1
Lebenthal Holdings,LLC	1	1	0.03%	0.03%	0.03%	Q2 2016	Q2 2016	1
D. E. Shaw & Co., Inc.	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
DESTINY CAPITAL SECURITIES CORPORATION	1	1	0.37%	0.37%	0.37%	Q3 2023	Q3 2023	1
Weatherstone Capital Management	1	1	0.18%	0.18%	0.18%	Q4 2013	Q4 2013	1
AXXCESS WEALTH MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Richard P Slaughter Associates Inc	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
Capstone Triton Financial Group, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Dunhill Financial, LLC	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
Hibernia Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
GFS Private Wealth, LLC	1	1	0.21%	0.21%	0.21%	Q4 2017	Q4 2017	1
Virtus ETF Advisers LLC	1	1	0.52%	0.52%	0.52%	Q4 2016	Q4 2016	1
BALYASNY ASSET MANAGEMENT L.P.	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Lebenthal Wealth Advisors, LLC	1	1	0.78%	0.78%	0.78%	Q2 2016	Q2 2016	1
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
StrongBox Wealth, LLC	1	1	0.28%	0.28%	0.28%	Q1 2020	Q1 2020	1
MARINO, STRAM & ASSOCIATES LLC	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
Lebenthal Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Cooperatieve Rabobank U.A.	1	1	0.32%	0.32%	0.32%	Q2 2013	Q2 2013	1
Unconventional Investor, LLC	1	1	0.74%	0.74%	0.74%	Q4 2021	Q4 2021	1
Hedeker Wealth, LLC	1	1	0.12%	0.12%	0.12%	Q4 2014	Q4 2014	1
Financial Management Professionals, Inc.	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Gradient Capital Advisors, LLC	1	1	0.14%	0.14%	0.14%	Q4 2019	Q4 2019	1
Keel Point Advisors, LLC	1	1	1.28%	1.28%	1.28%	Q4 2014	Q4 2014	1
PATTON ALBERTSON MILLER GROUP, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Field & Main Bank	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Paradigm Financial Partners, LLC	1	1	0.11%	0.11%	0.11%	Q1 2020	Q1 2020	1
DERBY & COMPANY, INC	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
CenterStar Fund, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Aries Wealth Management	1	1	3.16%	3.16%	3.16%	Q1 2022	Q1 2022	1
Questar Asset Management, Inc.	1	1	0.41%	0.41%	0.41%	Q4 2018	Q4 2018	1
Howard Capital Management Group, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.08%	0.08%	0.08%	Q3 2016	Q3 2016	1
Ceros Financial Services Inc.	1	1	0.10%	0.10%	0.10%	Q1 2019	Q1 2019	1
SG Select LLC	1	1	3.35%	3.35%	3.35%	Q1 2014	Q1 2014	1
Pekin Hardy Strauss, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2014	Q4 2014	1
DHJJ Financial Advisors, Ltd.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Granger Management LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
FIDUCIENT ADVISORS LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
CONDOR CAPITAL MANAGEMENT	1	1	0.12%	0.12%	0.12%	Q2 2013	Q2 2013	1
INSIGNEO ADVISORY SERVICES, LLC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
WESPAC Advisors SoCal, LLC	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
TFB Advisors LLC	1	1	0.17%	0.17%	0.17%	Q2 2023	Q2 2023	1
MIDDLETON & CO INC/MA	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Clarfeld Financial Advisors, LLC	1	1	0.17%	0.17%	0.17%	Q4 2018	Q4 2018	1
Blueprint Investment Partners LLC	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
Silver Bridge Capital Management LLC	1	1	1.20%	1.20%	1.20%	Q2 2013	Q2 2013	1
CFO4Life, L.P.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
AdvicePeriod, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
AVALON CAPITAL MANAGEMENT	1	1	0.45%	0.45%	0.45%	Q4 2014	Q4 2014	1
TAP Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
LITTLE HOUSE CAPITAL LLC	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
San Luis Wealth Advisors LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Pinnacle Wealth Management Advisory Group, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Lakewood Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Summit Asset Management, LLC	1	1	0.10%	0.10%	0.10%	Q2 2019	Q2 2019	1
Banco BTG Pactual S.A.	1	1	0.40%	0.40%	0.40%	Q4 2022	Q4 2022	1
TIAA Kaspick, LLC	1	1	0.31%	0.31%	0.31%	Q2 2020	Q2 2020	1
CWA Asset Management Group, LLC	1	1	0.06%	0.06%	0.06%	Q2 2018	Q2 2018	1
Pinkerton Retirement Specialists, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Telemetry Investments, L.L.C.	1	1	0.48%	0.48%	0.48%	Q2 2017	Q2 2017	1
Great Diamond Partners, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
CAZENOVE CAPITAL MANAGEMENT LTD	1	1	0.06%	0.06%	0.06%	Q2 2013	Q2 2013	1
PCA Investment Advisory Services Inc.	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
Legacy Capital Group California, Inc.	1	1	0.16%	0.16%	0.16%	Q1 2023	Q1 2023	1
Luken Investment Analytics, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
RE Dickinson Investment Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.13%	0.13%	0.13%	Q4 2021	Q4 2021	1
Blue Sky Asset Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
FOSTER DYKEMA CABOT & CO INC/MA	1	1	0.02%	0.02%	0.02%	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.