ISHARES TR 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%	0.01%	0.06%	Q2 2013	Q3 2023	117
JANE STREET GROUP, LLC	23	15	0.00%	0.05%	1.12%	Q1 2014	Q3 2023	101
BARCLAYS PLC	42	42	0.00%	0.02%	0.13%	Q2 2013	Q3 2023	94
Cutler Group LLC / CA	32	32	0.00%	0.05%	0.89%	Q4 2015	Q3 2023	81
HUNTINGTON NATIONAL BANK	59	59	0.01%	0.43%	0.77%	Q1 2009	Q3 2023	64
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.74%	2.04%	Q2 2013	Q3 2023	59
Walleye Trading LLC	16	4	0.00%	0.00%	0.05%	Q3 2016	Q3 2023	57
WELLS FARGO & COMPANY/MN	42	42	0.00%	1.22%	2.56%	Q2 2013	Q3 2023	52
Citadel Advisors	16	1	0.00%	0.01%	0.33%	Q4 2014	Q3 2023	51
BlackRock Inc.	42	42	0.00%	1.85%	7.14%	Q2 2013	Q3 2023	51
HSBC HOLDINGS PLC	47	47	0.00%	0.15%	0.47%	Q1 2012	Q3 2023	49
Rehmann Capital Advisory Group	32	2	0.15%	1.49%	2.58%	Q4 2010	Q3 2023	49
BNP PARIBAS FINANCIAL MARKETS	42	42	0.00%	0.08%	0.48%	Q2 2013	Q3 2023	49
Parallax Volatility Advisers, L.P.	23	7	0.00%	0.01%	0.08%	Q4 2013	Q3 2023	48
Steigerwald, Gordon & Koch Inc.	48	48	0.82%	1.55%	3.16%	Q4 2011	Q3 2023	48
Creative Planning	42	42	0.00%	6.92%	12.48%	Q2 2013	Q3 2023	48
MUFG Americas Holdings Corp	48	48	0.37%	1.45%	2.44%	Q4 2010	Q3 2022	48
MCF Advisors LLC	40	7	0.00%	1.55%	3.87%	Q4 2011	Q3 2023	47
LPL Financial LLC	42	42	0.00%	1.68%	2.87%	Q2 2013	Q3 2023	47
Zhang Financial LLC	47	47	0.32%	0.50%	0.86%	Q1 2012	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.28%	1.04%	Q1 2012	Q3 2023	47
ROYAL BANK OF CANADA	42	42	0.00%	0.58%	1.24%	Q2 2013	Q3 2023	46
Kovack Advisors, Inc.	45	45	0.50%	2.47%	9.65%	Q3 2012	Q3 2023	45
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	1.89%	2.68%	4.22%	Q3 2012	Q3 2023	45
US BANCORP \DE\	42	42	0.00%	1.55%	4.34%	Q2 2013	Q3 2023	44
Franklin, Parlapiano, Turner & Welch, LLC	44	44	0.92%	1.19%	1.85%	Q4 2012	Q3 2023	44
Mirae Asset Global Investments Co., Ltd.	42	2	0.03%	1.32%	4.33%	Q1 2012	Q3 2023	44
LEAVELL INVESTMENT MANAGEMENT, INC.	42	2	0.11%	0.51%	0.73%	Q2 2010	Q3 2023	44
CPWM, LLC	44	44	0.69%	2.13%	5.50%	Q4 2011	Q3 2022	44
Tortoise Investment Management, LLC	44	44	3.68%	13.52%	18.31%	Q4 2012	Q3 2023	44
Capital Analysts, LLC	44	44	0.37%	5.46%	10.06%	Q4 2012	Q3 2023	44
Bank of New York Mellon Corp	42	42	0.00%	0.30%	1.04%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.74%	4.33%	5.90%	Q4 2012	Q3 2023	44
Narwhal Capital Management	42	42	0.77%	4.14%	9.08%	Q2 2013	Q3 2023	44
First Horizon Advisors, Inc.	41	3	0.01%	1.43%	9.11%	Q1 2012	Q3 2023	44
TCI Wealth Advisors, Inc.	44	44	0.71%	3.29%	6.96%	Q4 2012	Q3 2023	44
BANK OF NOVA SCOTIA	43	43	0.00%	0.72%	2.94%	Q1 2013	Q3 2023	43
CHEMUNG CANAL TRUST CO	43	43	0.09%	0.59%	3.21%	Q2 2013	Q4 2023	43
SNS Financial Group, LLC	43	43	0.06%	0.74%	3.10%	Q1 2013	Q3 2023	43
Goelzer Investment Management, Inc.	43	43	0.16%	1.92%	6.43%	Q1 2013	Q3 2023	43
PRIVATE TRUST CO NA	43	43	0.28%	1.99%	4.66%	Q1 2013	Q3 2023	43
VICUS CAPITAL	42	42	0.02%	9.89%	21.09%	Q2 2013	Q3 2023	43
Destination Wealth Management	43	43	0.40%	4.38%	11.45%	Q1 2013	Q3 2023	43
HighTower Advisors, LLC	42	42	0.00%	0.66%	1.71%	Q2 2013	Q3 2023	43
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.07%	4.84%	15.78%	Q2 2013	Q3 2023	43
COMMERCE BANK	43	43	0.24%	0.51%	0.77%	Q1 2013	Q3 2023	43
BRYN MAWR TRUST Co	43	43	0.38%	0.60%	1.13%	Q1 2013	Q3 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.57%	2.43%	3.61%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	2.15%	5.68%	9.33%	Q4 2012	Q2 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.04%	0.26%	1.22%	Q1 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.18%	1.79%	3.46%	Q1 2013	Q3 2023	43
Pekin Hardy Strauss, Inc.	43	43	0.03%	0.16%	0.35%	Q1 2013	Q3 2023	43
LYNCH & ASSOCIATES/IN	43	43	2.13%	3.36%	4.10%	Q2 2013	Q4 2023	43
BAR HARBOR WEALTH MANAGEMENT	43	43	2.14%	3.32%	4.64%	Q1 2013	Q3 2023	43
Montecito Bank & Trust	43	43	0.52%	1.33%	2.53%	Q2 2013	Q4 2023	43
CARRET ASSET MANAGEMENT, LLC	43	43	0.06%	0.18%	0.38%	Q1 2013	Q3 2023	43
Bartlett & Co. LLC	26	16	0.05%	0.11%	0.16%	Q2 2013	Q4 2023	42
CIM INVESTMENT MANAGEMENT INC	42	42	0.83%	16.38%	33.05%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	1.05%	3.41%	6.41%	Q2 2013	Q3 2023	42
LAZARD ASSET MANAGEMENT LLC	42	42	0.14%	0.21%	0.34%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	1.23%	1.55%	2.35%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	1.44%	3.31%	6.13%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.00%	0.35%	1.25%	Q2 2013	Q3 2023	42
FIDUCIARY TRUST CO	42	42	0.32%	7.21%	12.32%	Q2 2013	Q3 2023	42
WATERS PARKERSON & CO., LLC	42	42	0.10%	0.21%	0.26%	Q2 2013	Q3 2023	42
MCRAE CAPITAL MANAGEMENT INC	42	42	0.12%	0.47%	0.80%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.13%	0.28%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.04%	0.08%	0.20%	Q2 2013	Q3 2023	42
S&T BANK/PA	42	42	0.13%	0.46%	1.01%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	4.39%	6.07%	7.33%	Q2 2013	Q3 2023	42
DUBUQUE BANK & TRUST CO	42	42	0.06%	0.44%	1.59%	Q2 2013	Q3 2023	42
CABOT WEALTH MANAGEMENT INC	42	42	0.14%	0.53%	1.32%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.59%	0.82%	0.95%	Q2 2013	Q3 2023	42
Sand Hill Global Advisors, LLC	42	42	0.29%	1.94%	2.63%	Q2 2013	Q3 2023	42
Main Management LLC	42	42	0.02%	0.06%	0.21%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.04%	1.23%	2.78%	Q2 2013	Q3 2023	42
Carlson Capital Management	42	42	0.06%	0.15%	0.22%	Q2 2013	Q3 2023	42
GUYASUTA INVESTMENT ADVISORS INC	42	42	0.05%	0.19%	0.32%	Q2 2013	Q3 2023	42
EXENCIAL WEALTH ADVISORS, LLC	34	8	0.24%	0.59%	1.51%	Q1 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.04%	0.17%	0.29%	Q2 2013	Q3 2023	42
MANUFACTURERS LIFE INSURANCE COMPANY, THE	42	42	0.05%	0.20%	0.77%	Q2 2013	Q3 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	0.15%	0.63%	1.36%	Q2 2013	Q3 2023	42
Colonial Trust Advisors	42	42	0.96%	2.21%	3.22%	Q2 2013	Q3 2023	42
Telos Capital Management, Inc.	42	42	0.52%	1.24%	1.79%	Q2 2013	Q3 2023	42
Buckingham Capital Management, Inc.	42	42	0.06%	0.26%	0.96%	Q2 2013	Q3 2023	42
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	42	42	1.08%	1.90%	2.97%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.15%	0.42%	0.77%	Q2 2013	Q3 2023	42
MOODY LYNN & LIEBERSON, LLC	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.01%	0.04%	0.06%	Q2 2013	Q3 2023	42
Accredited Investors Inc.	42	42	3.98%	9.38%	14.55%	Q2 2013	Q3 2023	42
WEALTHCARE CAPITAL MANAGEMENT LLC	42	42	0.37%	0.54%	0.72%	Q2 2013	Q3 2023	42
Brookmont Capital Management	42	42	0.16%	0.55%	0.93%	Q2 2013	Q3 2023	42
BSW Wealth Partners	42	42	2.44%	15.65%	22.58%	Q2 2013	Q3 2023	42
SFMG, LLC	42	42	0.12%	3.28%	10.92%	Q2 2013	Q3 2023	42
CAPTRUST FINANCIAL ADVISORS	42	42	0.00%	5.22%	16.72%	Q2 2013	Q3 2023	42
West Coast Financial LLC	42	42	0.39%	4.03%	11.01%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.47%	1.97%	3.01%	Q2 2013	Q3 2023	42
MAIRS & POWER INC	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.18%	0.33%	0.60%	Q2 2013	Q3 2023	42
PATHSTONE FAMILY OFFICE, LLC	23	18	0.06%	6.98%	18.98%	Q2 2013	Q3 2023	42
Summit Asset Management, LLC	42	42	0.35%	0.55%	0.97%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	0.18%	0.46%	1.13%	Q2 2013	Q3 2023	42
Cohen Capital Management, Inc.	42	42	0.39%	0.51%	0.62%	Q2 2013	Q3 2023	42
Fiera Capital Corp	42	42	0.02%	0.78%	1.69%	Q2 2013	Q3 2023	42
LEE DANNER & BASS INC	42	42	0.02%	0.05%	0.10%	Q2 2013	Q3 2023	42
Accuvest Global Advisors	42	42	0.17%	9.71%	38.54%	Q2 2013	Q3 2023	42
Norinchukin Bank, The	42	42	9.47%	16.76%	21.12%	Q2 2013	Q3 2023	42
McKinley Carter Wealth Services, Inc.	42	42	0.29%	3.19%	5.78%	Q2 2013	Q3 2023	42
TCTC Holdings, LLC	42	42	0.02%	0.06%	0.14%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	0.02%	4.09%	7.93%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.02%	0.21%	0.80%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.45%	1.74%	4.49%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	42	42	0.07%	0.45%	0.69%	Q2 2013	Q3 2023	42
Sageworth Trust Co	42	42	0.99%	1.43%	2.28%	Q2 2013	Q3 2023	42
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	42	42	1.13%	1.62%	2.25%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.74%	0.92%	1.26%	Q2 2013	Q3 2023	42
Verus Financial Partners, Inc.	42	42	0.17%	8.41%	15.23%	Q2 2013	Q3 2023	42
WMS Partners, LLC	42	42	0.40%	0.73%	1.53%	Q2 2013	Q3 2023	42
WASHINGTON TRUST BANK	42	42	0.17%	3.03%	4.61%	Q2 2013	Q3 2023	42
Johnson Financial Group, Inc.	42	42	0.03%	10.47%	24.70%	Q2 2013	Q3 2023	42
MOLLER WEALTH PARTNERS	42	42	3.43%	8.11%	15.94%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	5.24%	8.01%	11.61%	Q2 2013	Q3 2023	42
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42	42	0.06%	0.19%	1.11%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	1.56%	2.76%	3.60%	Q2 2013	Q3 2023	42
CONDOR CAPITAL MANAGEMENT	42	42	0.34%	0.66%	1.10%	Q2 2013	Q3 2023	42
SMITH CHAS P & ASSOCIATES PA CPAS	42	42	2.47%	3.16%	3.87%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	42	42	0.19%	1.17%	2.03%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.90%	2.19%	3.14%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.54%	3.56%	5.30%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.06%	0.34%	0.50%	Q2 2013	Q3 2023	42
SIGNATUREFD, LLC	42	42	0.03%	0.27%	0.86%	Q2 2013	Q3 2023	42
IMA Wealth, Inc.	42	42	0.45%	0.79%	2.00%	Q2 2013	Q3 2023	42
Parkside Financial Bank & Trust	42	42	0.19%	0.41%	1.15%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	17.60%	19.52%	21.16%	Q2 2013	Q3 2023	42
Jasper Ridge Partners, L.P.	42	42	1.30%	16.34%	36.07%	Q2 2013	Q3 2023	42
TWO SIGMA SECURITIES, LLC	16	1	0.00%	0.12%	2.01%	Q4 2014	Q3 2023	42
Ancora Advisors LLC	42	42	0.27%	0.57%	1.02%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.01%	0.39%	1.15%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.11%	0.52%	0.92%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	1.83%	5.85%	18.15%	Q2 2013	Q3 2023	42
NORTHWEST INVESTMENT COUNSELORS, LLC	42	42	0.60%	0.86%	1.88%	Q2 2013	Q3 2023	42
NEW ENGLAND ASSET MANAGEMENT INC	42	42	0.05%	0.70%	6.97%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.01%	0.13%	0.76%	Q2 2013	Q3 2023	42
GOULD ASSET MANAGEMENT LLC /CA/	42	42	0.41%	3.39%	5.10%	Q2 2013	Q3 2023	42
FIRST CITIZENS BANK & TRUST CO	42	42	0.32%	1.08%	2.32%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.50%	4.06%	6.37%	Q2 2013	Q3 2023	42
NOTTINGHAM ADVISORS, INC.	42	42	0.86%	4.88%	7.94%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.65%	2.23%	6.17%	Q2 2013	Q3 2023	42
Birch Hill Investment Advisors LLC	42	42	0.44%	0.68%	1.14%	Q2 2013	Q3 2023	42
CAPITAL CITY TRUST CO/FL	42	42	0.11%	0.16%	0.22%	Q2 2013	Q3 2023	42
CREDIT SUISSE AG/	30	12	0.00%	0.18%	0.82%	Q1 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.53%	0.76%	0.96%	Q2 2013	Q3 2023	42
CIBC WORLD MARKET INC.	42	42	0.00%	0.11%	0.20%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	4.41%	6.55%	7.50%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	1.52%	2.16%	3.49%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	8.88%	11.41%	19.36%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.46%	1.21%	3.34%	Q2 2013	Q3 2023	42
Twele Capital Management, Inc.	42	42	1.76%	7.72%	12.73%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	1.66%	4.82%	10.13%	Q2 2013	Q3 2023	42
Jaffetilchin Investment Partners, LLC	42	42	0.40%	0.84%	2.26%	Q2 2013	Q3 2023	42
WEBSTER BANK, N. A.	42	42	0.55%	1.08%	1.37%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.01%	0.46%	0.91%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.10%	0.15%	0.25%	Q2 2013	Q3 2023	42
Choate Investment Advisors	42	42	2.85%	25.42%	36.04%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.02%	0.09%	0.15%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.01%	0.01%	0.05%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.04%	0.26%	1.62%	Q2 2013	Q3 2023	42
Palisades Hudson Asset Management, L.P.	42	42	5.99%	12.18%	23.34%	Q2 2013	Q3 2023	42
RIVERBRIDGE PARTNERS LLC	42	42	0.00%	0.09%	0.67%	Q2 2013	Q3 2023	42
NOVARE CAPITAL MANAGEMENT LLC	42	42	0.38%	0.95%	2.83%	Q2 2013	Q3 2023	42
BANK OF STOCKTON	42	42	0.55%	5.18%	14.47%	Q2 2013	Q3 2023	42
JAMES INVESTMENT RESEARCH INC	42	42	0.02%	0.25%	0.60%	Q2 2013	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.52%	1.17%	2.13%	Q2 2013	Q3 2023	42
Aureus Asset Management, LLC	42	42	0.17%	0.44%	0.70%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.10%	0.65%	1.70%	Q2 2013	Q3 2023	42
MERIDIAN MANAGEMENT CO	42	42	0.22%	5.53%	11.61%	Q2 2013	Q3 2023	42
HARVEY CAPITAL MANAGEMENT INC	42	42	0.11%	0.67%	1.82%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	4.09%	6.18%	8.32%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	2.13%	6.12%	10.29%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	0.19%	0.34%	0.43%	Q2 2013	Q3 2023	42
CONNING INC.	42	42	0.92%	1.62%	2.49%	Q2 2013	Q3 2023	42
MYCIO WEALTH PARTNERS, LLC	42	42	2.42%	6.99%	11.18%	Q2 2013	Q3 2023	42
Family Capital Trust Co	42	42	0.00%	0.85%	5.83%	Q2 2013	Q3 2023	42
WEDGEWOOD INVESTORS INC /PA/	42	42	1.26%	2.22%	3.19%	Q2 2013	Q3 2023	42
PRINCIPAL FINANCIAL GROUP INC	42	42	0.02%	0.09%	0.29%	Q2 2013	Q3 2023	42
EASTERN BANK	42	42	0.02%	0.04%	0.08%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.02%	0.15%	0.38%	Q2 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	0.73%	1.62%	3.13%	Q2 2013	Q3 2023	42
Evensky & Katz LLC	42	42	0.16%	0.49%	1.21%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	1.07%	17.10%	27.67%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.25%	1.30%	1.86%	Q2 2013	Q3 2023	42
Geller Advisors LLC	42	42	0.30%	0.92%	2.09%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.32%	1.02%	2.55%	Q2 2013	Q3 2023	42
HANCOCK WHITNEY CORP	42	42	0.08%	2.12%	5.74%	Q2 2013	Q3 2023	42
Bangor Savings Bank	42	42	8.75%	11.47%	14.18%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.11%	0.19%	0.33%	Q2 2013	Q3 2023	42
Legacy Private Trust Co.	42	42	0.19%	4.28%	12.17%	Q2 2013	Q3 2023	42
Bridgewater Associates	42	42	0.25%	2.36%	8.66%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.10%	0.48%	0.96%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	8.21%	8.93%	10.01%	Q2 2013	Q3 2023	42
STOCK YARDS BANK & TRUST CO	42	42	0.12%	1.21%	2.61%	Q2 2013	Q3 2023	42
WHITE PINE CAPITAL LLC	42	42	0.00%	0.68%	2.06%	Q2 2013	Q3 2023	42
PRUDENTIAL FINANCIAL INC	42	42	0.04%	0.45%	1.87%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.91%	1.72%	3.21%	Q2 2013	Q3 2023	42
AlphaMark Advisors, LLC	42	42	0.01%	0.19%	5.93%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.25%	0.99%	1.83%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.23%	0.58%	0.90%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	0.30%	0.45%	0.80%	Q2 2013	Q3 2023	42
TORONTO DOMINION BANK	25	17	0.00%	0.01%	0.32%	Q1 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	4.62%	13.01%	19.19%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.01%	0.07%	0.34%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.09%	0.14%	0.22%	Q2 2013	Q3 2023	42
RMB Capital Management, LLC	42	42	0.02%	0.10%	0.18%	Q2 2013	Q3 2023	42
Ironwood Investment Counsel, LLC	42	42	0.11%	1.11%	3.59%	Q2 2013	Q3 2023	42
FIRST MANHATTAN CO. LLC.	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
Opus Capital Group, LLC	42	42	0.08%	0.35%	0.48%	Q2 2013	Q3 2023	42
Violich Capital Management, Inc.	42	42	0.08%	0.21%	0.52%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	1.04%	2.09%	3.84%	Q2 2013	Q3 2023	42
BOK Financial Private Wealth, Inc.	42	42	4.55%	9.42%	17.27%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.98%	2.27%	5.41%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.87%	1.12%	1.79%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.14%	5.29%	9.65%	Q2 2013	Q3 2023	42
First National Bank of Hutchinson	42	42	19.68%	30.00%	41.39%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	1.09%	1.52%	2.24%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	5.71%	7.35%	9.02%	Q2 2013	Q3 2023	42
Chesley Taft & Associates LLC	42	42	0.10%	0.37%	0.88%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.23%	0.33%	0.41%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.02%	0.15%	0.24%	Q2 2013	Q4 2023	42
REGIONS FINANCIAL CORP	42	42	0.84%	3.35%	5.47%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.05%	0.39%	0.85%	Q2 2013	Q3 2023	42
FIRST NATIONAL TRUST CO	42	42	0.29%	0.98%	1.79%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.04%	0.31%	0.59%	Q2 2013	Q3 2023	42
FRANKLIN RESOURCES INC	42	42	0.07%	0.17%	0.49%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	15.80%	22.47%	25.47%	Q2 2013	Q3 2023	42
CENTRAL BANK & TRUST CO	42	42	0.02%	0.36%	1.33%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.02%	1.52%	4.57%	Q2 2013	Q3 2023	42
Regal Investment Advisors LLC	42	42	0.73%	3.52%	6.61%	Q2 2013	Q3 2023	42
PATTEN & PATTEN INC/TN	42	42	0.06%	0.12%	0.19%	Q2 2013	Q3 2023	42
National Mutual Insurance Federation of Agricultural Cooperatives	42	42	2.42%	18.83%	29.91%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.23%	0.91%	2.25%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.02%	0.14%	0.32%	Q2 2013	Q3 2023	42
Annex Advisory Services, LLC	42	42	0.24%	1.59%	2.54%	Q2 2013	Q3 2023	42
Gradient Investments LLC	42	42	0.02%	2.67%	21.14%	Q2 2013	Q3 2023	42
AMARILLO NATIONAL BANK	42	42	0.90%	6.29%	12.55%	Q2 2013	Q3 2023	42
Modera Wealth Management, LLC	42	42	0.69%	3.18%	7.77%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	0.28%	0.64%	2.22%	Q2 2013	Q3 2023	42
Prospera Financial Services Inc	42	42	0.27%	0.72%	2.59%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.02%	1.34%	3.99%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.22%	0.61%	Q2 2013	Q3 2023	42
CAPE COD FIVE CENTS SAVINGS BANK	42	42	2.33%	7.19%	9.51%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.39%	1.43%	3.58%	Q2 2013	Q3 2023	42
LBMC INVESTMENT ADVISORS, LLC	42	42	14.05%	18.39%	21.89%	Q2 2013	Q3 2023	42
Ameritas Investment Partners, Inc.	42	42	0.19%	1.01%	1.95%	Q2 2013	Q3 2023	42
PRIO WEALTH LIMITED PARTNERSHIP	42	42	0.12%	1.04%	2.15%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.66%	2.63%	4.82%	Q2 2013	Q3 2023	42
SOMERVILLE KURT F	41	41	0.06%	0.20%	0.65%	Q3 2013	Q3 2023	41
JNBA Financial Advisors	21	20	0.09%	2.77%	11.60%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.12%	0.23%	0.39%	Q2 2013	Q3 2023	41
FORVIS Wealth Advisors, LLC	41	41	2.17%	4.99%	8.20%	Q3 2013	Q3 2023	41
BOSTON FAMILY OFFICE LLC	41	41	0.03%	0.12%	0.39%	Q3 2013	Q3 2023	41
WELCH & FORBES LLC	32	9	0.01%	0.03%	0.07%	Q2 2013	Q3 2023	41
Bank OZK	41	41	0.11%	0.27%	0.60%	Q3 2013	Q3 2023	41
SEGALL BRYANT & HAMILL, LLC	35	6	0.01%	0.02%	0.04%	Q1 2013	Q2 2023	41
Rathbones Group PLC	39	2	0.00%	0.04%	0.10%	Q2 2013	Q3 2023	41
Chevy Chase Trust Holdings, LLC	41	41	0.01%	0.18%	0.56%	Q3 2013	Q3 2023	41
Private Advisor Group, LLC	40	40	0.00%	1.15%	1.90%	Q4 2013	Q3 2023	41
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	39	2	0.06%	0.26%	0.49%	Q2 2013	Q3 2023	41
AXA S.A.	41	41	0.01%	0.18%	0.36%	Q2 2013	Q2 2023	41
TRUST CO OF TOLEDO NA /OH/	41	41	0.07%	0.22%	0.34%	Q4 2013	Q4 2023	41
Focused Wealth Management, Inc	41	41	0.15%	0.87%	3.03%	Q3 2013	Q3 2023	41
Atria Investments, Inc	27	14	0.72%	2.01%	3.34%	Q2 2013	Q3 2023	41
Thomasville National Bank	27	14	0.17%	1.58%	7.68%	Q2 2013	Q3 2023	41
M&T BANK CORP	26	15	0.35%	1.41%	2.41%	Q2 2013	Q3 2023	41
Truepoint, Inc.	41	41	0.15%	2.68%	11.78%	Q3 2013	Q3 2023	41
Efficient Advisors, LLC	38	3	0.34%	2.89%	4.54%	Q2 2013	Q3 2023	41
JFS WEALTH ADVISORS, LLC	38	3	0.02%	0.79%	2.72%	Q2 2013	Q3 2023	41
Sumitomo Mitsui Trust Holdings, Inc.	34	7	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.02%	0.28%	1.00%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.05%	0.27%	0.47%	Q2 2013	Q3 2023	41
ALPS ADVISORS INC	35	6	0.18%	0.81%	1.75%	Q2 2013	Q3 2023	41
Diversified Trust Co	37	1	0.09%	0.41%	0.82%	Q2 2013	Q4 2023	41
SCHRODER INVESTMENT MANAGEMENT GROUP	34	7	0.20%	0.76%	2.18%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.08%	0.21%	0.47%	Q2 2013	Q2 2023	41
BAILARD, INC.	31	10	0.07%	0.81%	1.40%	Q2 2013	Q3 2023	41
NatWest Group plc	28	13	0.51%	2.40%	5.05%	Q2 2013	Q3 2023	41
Vigilant Capital Management, LLC	41	41	0.00%	0.03%	0.10%	Q2 2013	Q2 2023	41
Horizon Investments, LLC	30	11	0.10%	2.51%	22.61%	Q2 2013	Q3 2023	41
Waverly Advisors, LLC	41	41	0.06%	1.22%	6.17%	Q3 2013	Q3 2023	41
BOKF, NA	32	9	0.90%	1.35%	1.80%	Q2 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.04%	0.26%	0.52%	Q2 2013	Q3 2023	41
ARKANSAS FINANCIAL GROUP, INC.	40	40	3.84%	4.65%	5.14%	Q4 2013	Q3 2023	40
SMITH, MOORE & CO.	40	40	3.42%	4.32%	5.30%	Q4 2013	Q3 2023	40
PINNACLE FINANCIAL PARTNERS INC	40	40	0.09%	0.45%	0.97%	Q4 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	0.06%	0.88%	2.00%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.02%	0.12%	0.26%	Q4 2013	Q3 2023	40
Stonebridge Capital Advisors LLC	40	40	0.27%	1.80%	2.59%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.26%	0.50%	0.74%	Q4 2013	Q3 2023	40
CITIZENS & NORTHERN CORP	40	40	0.13%	0.64%	3.15%	Q4 2013	Q3 2023	40
Parsec Financial Management, Inc.	40	40	0.08%	0.80%	3.37%	Q2 2013	Q1 2023	40
Joel Isaacson & Co., LLC	40	40	0.15%	0.30%	0.41%	Q4 2013	Q3 2023	40
Sequoia Financial Advisors, LLC	40	40	0.41%	0.66%	1.05%	Q4 2013	Q3 2023	40
CADINHA & CO LLC	40	40	0.06%	3.04%	9.76%	Q4 2013	Q3 2023	40
FDx Advisors, Inc.	40	40	0.04%	1.05%	3.06%	Q4 2013	Q3 2023	40
BEACON FINANCIAL GROUP	26	14	0.05%	1.00%	7.39%	Q3 2013	Q3 2023	40
STATE STREET CORP	21	3	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.12%	0.62%	1.61%	Q4 2013	Q3 2023	40
Tarbox Family Office, Inc.	40	40	5.27%	24.69%	33.39%	Q4 2013	Q3 2023	40
Aspen Investment Management Inc	40	40	0.16%	1.04%	1.58%	Q4 2013	Q3 2023	40
Janney Montgomery Scott LLC	34	6	0.08%	1.54%	3.47%	Q3 2013	Q3 2023	40
CKW FINANCIAL GROUP	40	40	43.51%	48.42%	55.84%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.45%	1.20%	2.44%	Q2 2013	Q3 2023	40
Louisiana State Employees Retirement System	40	40	0.30%	0.67%	1.10%	Q4 2013	Q3 2023	40
FOUNDERS FINANCIAL SECURITIES LLC	40	40	1.01%	2.72%	16.89%	Q4 2013	Q3 2023	40
Heritage Wealth Advisors	40	40	16.08%	27.05%	46.10%	Q4 2013	Q3 2023	40
Neuberger Berman Group LLC	36	4	0.00%	0.12%	0.60%	Q2 2013	Q3 2023	40
PEDDOCK CAPITAL ADVISORS, LLC	40	40	2.10%	3.16%	4.41%	Q4 2013	Q3 2023	40
BOSTON RESEARCH & MANAGEMENT INC	40	40	0.16%	2.49%	4.33%	Q4 2013	Q3 2023	40
COLONY GROUP LLC	40	40	0.02%	0.60%	1.52%	Q4 2013	Q3 2023	40
BANQUE PICTET & CIE SA	40	40	0.02%	0.10%	0.25%	Q4 2013	Q3 2023	40
GIRARD PARTNERS LTD.	40	40	0.16%	0.29%	0.72%	Q4 2013	Q3 2023	40
Bragg Financial Advisors, Inc	40	40	0.03%	0.05%	0.06%	Q4 2013	Q3 2023	40
BURKE & HERBERT BANK & TRUST CO	26	14	0.22%	0.51%	1.36%	Q2 2013	Q3 2023	40
FLPUTNAM INVESTMENT MANAGEMENT CO	25	15	0.03%	3.58%	8.12%	Q3 2013	Q3 2023	40
Capital Investment Advisors, LLC	38	2	0.64%	0.85%	1.00%	Q4 2013	Q4 2023	40
EVERMAY WEALTH MANAGEMENT LLC	40	40	0.30%	2.62%	4.01%	Q4 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.36%	1.03%	4.99%	Q4 2013	Q4 2023	40
First Heartland Consultants, Inc.	38	1	0.04%	0.69%	2.74%	Q2 2013	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.02%	0.62%	1.73%	Q2 2013	Q4 2022	39
Windsor Capital Management, LLC	36	3	0.03%	5.57%	8.22%	Q2 2013	Q3 2023	39
PETTYJOHN, WOOD & WHITE, INC	39	39	0.16%	0.32%	0.53%	Q1 2014	Q3 2023	39
Aviance Capital Partners, LLC	39	39	0.22%	0.29%	0.39%	Q1 2014	Q3 2023	39
NORRIS PERNE & FRENCH LLP/MI	39	39	0.49%	2.26%	3.29%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.20%	0.48%	Q1 2014	Q3 2023	39
WADE G W & INC	36	3	0.22%	0.97%	3.19%	Q2 2013	Q3 2023	39
FAS Wealth Partners, Inc.	37	2	0.14%	0.35%	0.63%	Q4 2013	Q3 2023	39
Advisory Services Network, LLC	27	12	0.24%	1.58%	3.96%	Q4 2013	Q3 2023	39
PRUDENTIAL PLC	21	18	0.05%	0.69%	1.98%	Q2 2013	Q3 2023	39
St. Johns Investment Management Company, LLC	39	39	1.94%	3.83%	8.31%	Q1 2014	Q3 2023	39
ARGI Investment Services, LLC	39	39	1.03%	4.45%	13.07%	Q2 2013	Q4 2022	39
1ST SOURCE BANK	36	3	0.02%	0.05%	0.08%	Q4 2013	Q3 2023	39
Autus Asset Management, LLC	39	39	0.38%	0.46%	0.72%	Q2 2013	Q4 2022	39
BANK OF THE WEST	39	39	0.13%	0.41%	0.83%	Q2 2013	Q4 2022	39
Rothschild & Co Wealth Management UK Ltd	39	39	0.03%	0.07%	0.19%	Q1 2014	Q3 2023	39
PLANNING ALTERNATIVES LTD /ADV	39	39	3.03%	20.91%	35.56%	Q1 2014	Q3 2023	39
ALLIANCEBERNSTEIN L.P.	39	39	0.00%	0.29%	0.70%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.12%	0.20%	0.27%	Q2 2013	Q4 2022	39
WASHINGTON TRUST Co	24	15	0.02%	0.04%	0.06%	Q4 2013	Q3 2023	39
Courage Miller Partners, LLC	39	39	0.25%	1.02%	1.29%	Q1 2014	Q3 2023	39
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	32	7	0.35%	3.75%	9.89%	Q4 2013	Q3 2023	39
CHOREO, LLC	39	39	0.68%	1.50%	2.67%	Q1 2014	Q3 2023	39
Cypress Capital Group	39	39	0.06%	0.55%	3.11%	Q1 2014	Q3 2023	39
Avior Wealth Management, LLC	39	39	0.04%	1.33%	4.53%	Q1 2014	Q3 2023	39
1832 Asset Management L.P.	39	39	0.00%	0.01%	0.09%	Q1 2014	Q3 2023	39
UBS Group AG	36	36	0.00%	0.33%	0.80%	Q4 2014	Q3 2023	39
Gemmer Asset Management LLC	39	39	0.20%	0.33%	0.96%	Q1 2014	Q3 2023	39
CIM, LLC	39	39	0.36%	0.56%	2.30%	Q2 2013	Q4 2022	39
Connor, Clark & Lunn Investment Management Ltd.	39	39	0.01%	0.01%	0.03%	Q1 2014	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.10%	0.28%	0.62%	Q1 2014	Q3 2023	39
One Capital Management, LLC	39	39	0.21%	1.07%	2.90%	Q1 2014	Q3 2023	39
CULLEN/FROST BANKERS, INC.	39	39	0.01%	0.03%	0.06%	Q1 2014	Q3 2023	39
DOWLING & YAHNKE LLC	38	38	0.18%	0.33%	0.48%	Q2 2013	Q3 2022	38
BRR OpCo, LLC	38	38	0.40%	0.79%	1.44%	Q2 2013	Q3 2022	38
CWM, LLC	24	6	0.04%	5.16%	9.09%	Q3 2013	Q3 2023	38
Hirtle Callaghan & Co LLC	31	7	0.01%	0.77%	2.88%	Q3 2013	Q3 2023	38
B. Riley Wealth Advisors, Inc.	27	1	0.03%	1.22%	3.09%	Q2 2013	Q3 2023	38
Maryland Capital Management	38	38	0.26%	0.75%	1.33%	Q2 2013	Q3 2022	38
BALASA DINVERNO & FOLTZ LLC	38	38	3.64%	10.21%	23.37%	Q2 2013	Q3 2022	38
Capital Directions Investment Advisors, LLC	31	7	0.17%	0.54%	1.12%	Q2 2013	Q4 2022	38
Coyle Financial Counsel LLC	24	2	3.85%	12.05%	25.07%	Q4 2013	Q3 2023	38
Van Hulzen Asset Management, LLC	36	2	0.23%	1.14%	2.86%	Q4 2013	Q3 2023	38
HM Capital Management, LLC	38	38	0.22%	0.41%	0.88%	Q2 2013	Q3 2022	38
Allworth Financial LP	35	1	0.04%	0.30%	1.45%	Q3 2013	Q3 2023	38
ACG Wealth	38	38	0.36%	3.14%	6.61%	Q2 2013	Q3 2022	38
ATWOOD & PALMER INC	38	38	0.00%	0.03%	0.09%	Q2 2014	Q3 2023	38
Capstone Financial Advisors, Inc.	20	4	0.02%	0.11%	0.29%	Q4 2013	Q3 2023	38
REGENTATLANTIC CAPITAL LLC	38	38	0.08%	0.11%	0.14%	Q2 2013	Q3 2022	38
Riggs Asset Managment Co. Inc.	37	1	0.05%	0.11%	0.32%	Q4 2013	Q3 2023	38
Litman Gregory Wealth Management LLC	32	6	2.06%	11.13%	29.30%	Q2 2013	Q3 2023	38
Haverford Trust Co	37	1	0.01%	0.79%	2.40%	Q4 2013	Q3 2023	38
Beaumont Financial Partners, LLC	38	38	0.11%	1.16%	2.65%	Q2 2013	Q3 2022	38
ASSETMARK, INC	33	2	0.00%	0.53%	1.71%	Q3 2013	Q3 2023	38
Perigon Wealth Management, LLC	30	1	0.27%	2.08%	8.93%	Q3 2011	Q3 2023	38
OLD NATIONAL BANCORP /IN/	38	38	0.03%	1.78%	3.24%	Q2 2014	Q3 2023	38
Round Table Services, LLC	38	38	1.92%	8.76%	27.85%	Q2 2013	Q3 2022	38
UNITED SERVICES AUTOMOBILE ASSOCIATION	37	37	0.05%	3.75%	25.59%	Q3 2014	Q3 2023	37
Stillwater Investment Management, LLC	21	16	17.79%	24.04%	26.94%	Q4 2013	Q1 2023	37
Segment Wealth Management, LLC	32	5	0.07%	0.19%	0.29%	Q2 2014	Q3 2023	37
Kidder Stephen W	37	37	0.13%	0.37%	0.50%	Q3 2014	Q3 2023	37
Brown Advisory Securities, LLC	37	37	0.16%	1.11%	2.42%	Q3 2013	Q3 2022	37
Hudock, Inc.	37	37	5.82%	7.63%	12.11%	Q3 2014	Q3 2023	37
SCHMIDT P J INVESTMENT MANAGEMENT INC	37	37	0.68%	1.84%	3.20%	Q3 2014	Q3 2023	37
CAMBRIDGE TRUST CO	37	37	0.05%	0.55%	2.00%	Q3 2014	Q3 2023	37
Korea Investment CORP	26	11	0.03%	2.36%	4.80%	Q2 2014	Q3 2023	37
AMERICAN NATIONAL BANK	37	37	0.05%	0.10%	1.26%	Q3 2014	Q3 2023	37
ALLSTATE CORP	25	4	0.12%	7.90%	37.02%	Q4 2013	Q3 2023	37
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	37	37	0.00%	0.03%	0.07%	Q3 2014	Q3 2023	37
SUN LIFE FINANCIAL INC	37	37	0.06%	2.16%	6.40%	Q3 2014	Q3 2023	37
STEPHENS INC /AR/	37	37	0.01%	0.06%	0.16%	Q3 2014	Q3 2023	37
MILLENNIUM MANAGEMENT LLC	19	18	0.00%	0.10%	0.94%	Q2 2014	Q3 2023	37
RKL Wealth Management LLC	30	7	0.14%	6.48%	16.08%	Q1 2014	Q3 2023	37
EATON VANCE MANAGEMENT	37	37	0.00%	0.01%	0.38%	Q3 2013	Q3 2022	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	1.62%	4.11%	6.72%	Q2 2013	Q2 2022	37
MAI Capital Management	36	36	0.02%	4.73%	7.82%	Q4 2014	Q3 2023	37
Hilltop Holdings Inc.	36	1	0.13%	0.60%	1.20%	Q4 2013	Q3 2023	37
KWMG, LLC	36	36	0.21%	1.06%	2.78%	Q4 2014	Q3 2023	36
Patten Group, Inc.	36	36	0.29%	0.75%	1.83%	Q4 2014	Q3 2023	36
Towercrest Capital Management	36	36	3.48%	6.36%	9.61%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	0.43%	3.31%	7.65%	Q4 2014	Q3 2023	36
Glassman Wealth Services	36	36	0.02%	0.30%	0.79%	Q4 2014	Q3 2023	36
INSPIRION WEALTH ADVISORS, LLC	36	36	0.20%	0.87%	2.15%	Q4 2014	Q3 2023	36
First Personal Financial Services	36	36	0.21%	2.21%	3.09%	Q4 2014	Q3 2023	36
Analyst IMS Investment Management Services Ltd.	36	36	2.18%	5.96%	10.29%	Q4 2014	Q3 2023	36
Diversified Portfolios, Inc.	36	36	0.52%	0.95%	2.90%	Q4 2014	Q3 2023	36
CAPE ANN SAVINGS BANK	16	1	0.35%	1.41%	2.78%	Q3 2013	Q3 2023	36
FRONT BARNETT ASSOCIATES LLC	26	10	0.02%	0.04%	0.06%	Q2 2013	Q2 2023	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.17%	1.14%	2.44%	Q2 2013	Q1 2022	36
INVESTMENT PARTNERS, LTD.	36	36	0.85%	2.76%	4.54%	Q4 2014	Q3 2023	36
STRATEGIC INVESTMENT MANAGEMENT, LLC	36	36	0.19%	11.46%	34.74%	Q4 2014	Q3 2023	36
ROCKLAND TRUST CO	36	36	0.06%	0.16%	0.30%	Q4 2014	Q3 2023	36
PARTHENON LLC	36	36	0.16%	0.20%	0.25%	Q4 2014	Q3 2023	36
MONETARY MANAGEMENT GROUP INC	36	36	0.08%	0.16%	0.38%	Q4 2014	Q3 2023	36
TRUST CO OF VIRGINIA /VA	36	36	0.04%	0.11%	0.23%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	1.21%	1.35%	1.48%	Q4 2014	Q3 2023	36
SEI INVESTMENTS CO	36	36	0.00%	0.01%	0.27%	Q4 2014	Q3 2023	36
MOTCO	36	36	0.00%	0.11%	0.28%	Q4 2014	Q3 2023	36
People's United Financial, Inc.	36	36	0.10%	0.49%	1.35%	Q2 2013	Q1 2022	36
PALLADIUM PARTNERS LLC	36	36	1.66%	2.31%	2.91%	Q2 2013	Q1 2022	36
Sigma Planning Corp	36	36	3.29%	4.46%	6.42%	Q4 2014	Q3 2023	36
LS Investment Advisors, LLC	36	36	0.00%	0.17%	5.37%	Q2 2013	Q1 2022	36
RiverFront Investment Group, LLC	36	36	0.02%	5.72%	10.06%	Q4 2014	Q3 2023	36
Endurance Wealth Management, Inc.	36	36	0.03%	0.32%	0.66%	Q3 2014	Q2 2023	36
Simplicity Solutions, LLC	36	36	0.84%	2.26%	4.73%	Q4 2014	Q3 2023	36
Meristem Family Wealth, LLC	36	36	0.98%	5.95%	20.43%	Q2 2013	Q1 2022	36
Barrett Asset Management, LLC	36	36	0.00%	0.02%	0.06%	Q2 2013	Q1 2022	36
Affiance Financial, LLC	36	36	0.51%	2.05%	6.73%	Q4 2014	Q3 2023	36
Callan Capital, LLC	32	4	0.04%	0.12%	0.45%	Q3 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.12%	0.73%	1.58%	Q4 2014	Q3 2023	36
LVW Advisors, LLC	36	36	0.07%	1.80%	6.70%	Q4 2014	Q3 2023	36
Glenview Trust Co	28	1	0.63%	3.16%	4.08%	Q4 2008	Q3 2023	36
Canal Capital Management, LLC	36	36	1.75%	2.65%	4.30%	Q4 2014	Q3 2023	36
Family Firm, Inc.	36	36	3.00%	3.69%	4.95%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	5.95%	14.44%	20.49%	Q4 2014	Q3 2023	36
Wealth Architects, LLC	36	36	9.15%	14.23%	20.43%	Q4 2014	Q3 2023	36
BTC Capital Management, Inc.	21	15	1.30%	2.39%	3.41%	Q3 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.09%	0.97%	2.03%	Q4 2014	Q3 2023	36
FINANCIAL CONSULATE, INC	36	36	0.42%	1.54%	3.48%	Q4 2014	Q3 2023	36
Gratus Capital, LLC	36	36	0.08%	0.32%	0.83%	Q4 2014	Q3 2023	36
Summit Financial Strategies, Inc.	36	36	11.56%	15.90%	19.31%	Q4 2014	Q3 2023	36
Argent Trust Co	36	36	0.42%	1.49%	2.92%	Q4 2014	Q3 2023	36
Verger Capital Management LLC	36	36	14.42%	27.33%	43.95%	Q4 2014	Q3 2023	36
STERLING INVESTMENT ADVISORS LLC /ADV	36	36	11.74%	13.91%	17.29%	Q4 2014	Q3 2023	36
Concorde Asset Management, LLC	36	36	0.57%	5.56%	11.93%	Q4 2014	Q3 2023	36
BONTEMPO OHLY CAPITAL MGMT LLC	36	36	23.37%	25.74%	28.13%	Q4 2014	Q3 2023	36
Community Bank, N.A.	36	36	3.44%	5.92%	9.38%	Q4 2014	Q3 2023	36
Peak Asset Management, LLC	36	36	0.60%	1.32%	1.78%	Q4 2014	Q3 2023	36
Sunbelt Securities, Inc.	36	36	0.53%	2.36%	5.16%	Q4 2014	Q3 2023	36
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	36	36	3.71%	11.37%	18.70%	Q4 2014	Q3 2023	36
TWIN FOCUS CAPITAL PARTNERS, LLC	35	35	0.39%	1.50%	2.45%	Q1 2015	Q3 2023	35
PATTON ALBERTSON MILLER GROUP, LLC	35	35	0.18%	0.58%	2.64%	Q1 2015	Q3 2023	35
Betterment LLC	35	35	0.01%	0.02%	0.08%	Q1 2015	Q3 2023	35
VALLEY NATIONAL ADVISERS INC	35	35	0.03%	0.04%	0.05%	Q1 2015	Q3 2023	35
Busey Bank	35	35	0.03%	0.09%	0.20%	Q1 2015	Q3 2023	35
Lowe Wealth Advisors, LLC	35	35	0.00%	0.02%	0.03%	Q2 2015	Q4 2023	35
FIRST WILSHIRE SECURITIES MANAGEMENT INC	32	3	0.06%	0.22%	0.43%	Q4 2014	Q3 2023	35
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	35	35	1.11%	7.97%	25.45%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	4.68%	12.06%	29.22%	Q4 2014	Q3 2023	35
AGF INVESTMENTS INC.	35	35	0.00%	0.51%	1.20%	Q2 2013	Q4 2021	35
Calamos Wealth Management LLC	33	1	0.18%	8.94%	16.85%	Q4 2013	Q3 2023	35
Roble, Belko & Company, Inc	35	35	0.04%	0.38%	1.07%	Q1 2015	Q3 2023	35
First Financial Bank - Trust Division	35	35	0.06%	1.14%	2.37%	Q2 2015	Q4 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.59%	0.79%	1.26%	Q4 2014	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.52%	1.08%	1.89%	Q2 2013	Q4 2021	35
CONGRESS ASSET MANAGEMENT CO /MA	23	1	0.00%	0.10%	0.56%	Q1 2014	Q3 2023	35
Cambridge Advisors Inc.	24	11	0.10%	0.21%	0.59%	Q4 2014	Q3 2023	35
Compagnie Lombard Odier SCmA	25	10	0.01%	0.06%	0.18%	Q4 2013	Q3 2023	35
Tradewinds Capital Management, LLC	34	1	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	35
Keel Point, LLC	35	35	0.06%	0.14%	0.35%	Q1 2015	Q3 2023	35
FIRST MIDWEST BANK TRUST DIVISION	35	35	0.18%	0.95%	1.93%	Q2 2013	Q4 2021	35
LONDON CO OF VIRGINIA	26	1	0.00%	0.13%	1.20%	Q4 2013	Q3 2023	35
GW HENSSLER & ASSOCIATES LTD	27	8	0.02%	0.06%	0.08%	Q4 2014	Q3 2023	35
TWO SIGMA ADVISERS, LP	14	1	0.00%	0.05%	0.34%	Q2 2013	Q3 2023	35
Allianz Asset Management GmbH	30	1	0.00%	0.52%	2.33%	Q4 2013	Q3 2023	35
REILLY FINANCIAL ADVISORS, LLC	35	35	0.04%	0.06%	0.17%	Q2 2013	Q4 2021	35
GM Advisory Group, LLC	28	7	0.12%	1.76%	8.76%	Q4 2013	Q3 2023	35
Baker Avenue Asset Management, LP	33	2	0.06%	1.66%	7.04%	Q2 2013	Q3 2023	35
M Holdings Securities, Inc.	22	6	0.21%	2.34%	10.38%	Q4 2013	Q2 2023	35
Trust Co	35	35	0.01%	1.92%	3.91%	Q1 2015	Q3 2023	35
VESTOR CAPITAL, LLC	22	13	0.13%	1.26%	2.03%	Q4 2014	Q3 2023	35
CHATHAM CAPITAL GROUP, INC.	26	9	0.07%	0.10%	0.15%	Q3 2014	Q3 2023	35
Voya Financial Advisors, Inc.	35	35	1.28%	4.03%	7.84%	Q1 2015	Q3 2023	35
King Wealth Management Group	35	35	0.14%	7.53%	13.08%	Q1 2015	Q3 2023	35
Rezny Wealth Management, Inc.	35	35	0.00%	22.88%	38.71%	Q1 2015	Q3 2023	35
ROPES WEALTH ADVISORS LLC	35	35	0.90%	2.20%	4.36%	Q1 2015	Q3 2023	35
AMALGAMATED BANK	35	35	0.02%	0.24%	0.82%	Q2 2014	Q4 2022	35
Jackson Wealth Management, LLC	33	2	0.84%	7.83%	19.10%	Q4 2014	Q3 2023	35
Traynor Capital Management, Inc.	35	35	0.21%	0.35%	0.52%	Q1 2015	Q3 2023	35
WEDBUSH SECURITIES INC	33	1	0.05%	0.55%	1.46%	Q4 2013	Q3 2023	35
Advisory Alpha, LLC	28	1	0.01%	4.30%	14.60%	Q4 2013	Q3 2023	35
HALBERT HARGROVE GLOBAL ADVISORS, LLC	18	1	0.00%	6.06%	16.59%	Q2 2013	Q3 2023	35
SSI INVESTMENT MANAGEMENT LLC	35	35	1.36%	4.34%	6.78%	Q1 2015	Q3 2023	35
Bray Capital Advisors	30	5	0.35%	1.11%	1.96%	Q4 2014	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	3.76%	5.73%	8.03%	Q2 2013	Q4 2021	35
Exchange Capital Management, Inc.	30	5	0.01%	0.44%	0.85%	Q1 2014	Q3 2023	35
Goodman Financial Corp	30	1	0.06%	0.42%	1.16%	Q3 2014	Q3 2023	35
Financial Architects, Inc	19	1	0.02%	0.07%	0.23%	Q4 2013	Q2 2023	35
CLEAR INVESTMENT RESEARCH, LLC	35	35	3.87%	8.01%	10.38%	Q1 2015	Q3 2023	35
SYNOVUS FINANCIAL CORP	34	1	0.00%	0.08%	0.22%	Q2 2013	Q3 2023	35
KING LUTHER CAPITAL MANAGEMENT CORP	34	34	0.00%	0.02%	0.18%	Q2 2015	Q3 2023	34
ELM ADVISORS, LLC	34	34	5.87%	7.13%	8.54%	Q4 2013	Q1 2022	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.01%	0.04%	0.14%	Q2 2013	Q3 2021	34
Harfst & Associates, Inc.	34	34	2.11%	10.65%	15.55%	Q2 2015	Q3 2023	34
Hefren-Tillotson, Inc.	34	34	0.17%	3.91%	7.86%	Q4 2013	Q1 2022	34
Fund Evaluation Group, LLC	31	1	0.23%	32.88%	52.26%	Q2 2013	Q3 2023	34
Winfield Associates, Inc.	34	34	0.14%	0.87%	3.23%	Q4 2013	Q1 2022	34
PROVIDA PENSION FUND ADMINISTRATOR	12	6	1.10%	7.96%	20.06%	Q4 2013	Q4 2022	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	5.16%	10.06%	16.04%	Q2 2013	Q3 2021	34
Sharkey, Howes & Javer	33	1	0.30%	6.31%	20.23%	Q1 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.43%	3.02%	8.32%	Q2 2015	Q3 2023	34
River Wealth Advisors LLC	34	34	0.13%	1.73%	3.74%	Q2 2015	Q3 2023	34
Plancorp, LLC	28	1	0.07%	0.44%	0.97%	Q4 2013	Q3 2023	34
STEEL GROVE CAPITAL ADVISORS, LLC	32	2	0.05%	0.72%	2.01%	Q1 2015	Q3 2023	34
Alexandria Capital, LLC	34	34	0.03%	0.20%	0.36%	Q2 2013	Q3 2021	34
RFG Advisory, LLC	32	2	0.23%	1.78%	4.42%	Q1 2015	Q3 2023	34
Calamos Advisors LLC	33	1	0.00%	0.03%	0.06%	Q4 2014	Q3 2023	34
Crestwood Advisors Group, LLC	34	34	0.35%	1.46%	3.56%	Q2 2015	Q3 2023	34
Pegasus Partners Ltd.	34	34	0.09%	12.63%	20.07%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.20%	0.43%	0.75%	Q2 2015	Q3 2023	34
Westbourne Investment Advisors, Inc.	34	34	0.23%	0.30%	0.50%	Q2 2015	Q3 2023	34
Essex Financial Services, Inc.	34	34	0.05%	0.59%	1.60%	Q2 2015	Q3 2023	34
WOLVERINE TRADING, LLC	2	1	0.00%	0.15%	2.90%	Q2 2016	Q3 2023	34
HARVARD MANAGEMENT CO INC	34	34	1.20%	3.24%	19.36%	Q2 2013	Q3 2021	34
TELEMUS CAPITAL, LLC	24	4	0.02%	0.88%	3.62%	Q3 2013	Q3 2023	34
GRIMES & COMPANY, INC.	34	34	1.71%	3.51%	6.67%	Q2 2015	Q3 2023	34
Fiduciary Group LLC	34	34	0.46%	0.54%	0.89%	Q2 2015	Q3 2023	34
HOLLENCREST CAPITAL MANAGEMENT	26	8	0.04%	1.23%	3.81%	Q4 2013	Q3 2023	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.14%	0.66%	1.63%	Q2 2013	Q3 2023	34
KEMPER Corp	34	34	2.30%	11.32%	39.57%	Q3 2013	Q4 2021	34
USCA RIA LLC	33	33	0.06%	0.20%	0.26%	Q2 2013	Q2 2021	33
Stonehage Fleming Financial Services Holdings Ltd	17	4	0.01%	0.12%	1.02%	Q4 2014	Q3 2023	33
Domani Wealth, LLC	33	33	0.13%	1.99%	3.12%	Q1 2015	Q1 2023	33
NWAM LLC	29	1	0.10%	2.45%	6.32%	Q2 2012	Q3 2023	33
SECURITY NATIONAL TRUST CO	33	33	0.27%	0.36%	0.52%	Q2 2013	Q2 2021	33
AFFINITY WEALTH MANAGEMENT LLC	13	1	0.07%	0.24%	0.47%	Q2 2013	Q3 2023	33
NAPLES GLOBAL ADVISORS, LLC	33	33	0.12%	0.72%	2.42%	Q3 2015	Q3 2023	33
BEACON INVESTMENT ADVISORY SERVICES, INC.	27	6	0.05%	0.89%	2.36%	Q2 2015	Q3 2023	33
Stadion Money Management, LLC	33	33	0.06%	16.66%	49.84%	Q2 2013	Q2 2021	33
JONES FINANCIAL COMPANIES LLLP	30	3	0.00%	0.02%	0.15%	Q2 2013	Q3 2023	33
FIRST FOUNDATION ADVISORS	32	1	0.02%	0.83%	2.57%	Q4 2014	Q3 2023	33
IndexIQ Advisors LLC	19	6	0.00%	0.03%	0.09%	Q2 2013	Q4 2021	33
National Pension Service	32	1	0.96%	1.72%	2.45%	Q2 2015	Q3 2023	33
Lido Advisors, LLC	31	31	0.00%	0.31%	1.22%	Q1 2016	Q3 2023	33
SECURIAN ASSET MANAGEMENT, INC	33	33	0.27%	0.88%	2.21%	Q3 2015	Q3 2023	33
Koshinski Asset Management, Inc.	33	33	0.18%	0.79%	1.78%	Q3 2015	Q3 2023	33
DAVIS R M INC	33	33	0.02%	0.04%	0.06%	Q3 2015	Q3 2023	33
Moors & Cabot, Inc.	18	14	0.00%	0.10%	0.25%	Q2 2015	Q3 2023	33
Quantitative Advantage, LLC	31	1	0.13%	0.70%	1.48%	Q2 2013	Q3 2022	33
COUNTRY TRUST BANK	33	33	0.00%	0.60%	1.57%	Q4 2015	Q4 2023	33
Daiwa Securities Group Inc.	30	30	0.00%	0.18%	0.52%	Q2 2016	Q3 2023	33
Ironsides Asset Advisors, LLC	27	3	0.06%	0.45%	0.85%	Q4 2014	Q3 2023	33
WEATHERLY ASSET MANAGEMENT L. P.	32	1	0.04%	0.24%	0.41%	Q2 2014	Q3 2023	33
Coe Capital Management, LLC	33	33	0.32%	0.99%	2.21%	Q2 2013	Q2 2021	33
Alaska Permanent Capital Management	19	1	0.10%	3.05%	8.04%	Q3 2013	Q3 2023	33
TIEMANN INVESTMENT ADVISORS, LLC	33	33	0.29%	0.40%	0.55%	Q3 2015	Q3 2023	33
Miracle Mile Advisors, LLC	33	33	0.70%	1.41%	3.38%	Q3 2015	Q3 2023	33
Invesco Ltd.	19	1	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	33
BBVA USA Bancshares, Inc.	32	32	0.41%	0.77%	1.52%	Q2 2013	Q1 2021	32
Jackson, Grant Investment Advisers, Inc.	32	32	1.43%	1.82%	2.22%	Q4 2015	Q3 2023	32
Migdal Insurance & Financial Holdings Ltd.	32	32	0.00%	0.15%	1.16%	Q4 2015	Q3 2023	32
Vision Capital Management, Inc.	32	32	2.10%	6.03%	9.53%	Q4 2015	Q3 2023	32
Barnett & Company, Inc.	24	1	0.07%	0.19%	1.76%	Q4 2013	Q4 2022	32
Corrigan Financial, Inc.	32	32	0.77%	1.19%	1.63%	Q4 2015	Q3 2023	32
HENGEHOLD CAPITAL MANAGEMENT LLC	32	32	0.06%	0.38%	1.29%	Q4 2015	Q3 2023	32
Atlantic Union Bankshares Corp	32	32	0.12%	0.28%	0.51%	Q4 2015	Q3 2023	32
FORT PITT CAPITAL GROUP, LLC	32	32	0.06%	0.11%	0.36%	Q4 2015	Q3 2023	32
HOME FEDERAL BANK OF TENNESSEE	32	32	19.53%	28.16%	38.23%	Q4 2015	Q3 2023	32
Schneider Downs Wealth Management Advisors, LP	32	32	0.48%	1.06%	1.89%	Q4 2015	Q3 2023	32
Colorado Capital Management, Inc.	32	32	0.67%	0.84%	1.11%	Q4 2015	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	1.40%	2.52%	4.74%	Q4 2015	Q3 2023	32
FULTON BANK, N.A.	30	2	0.05%	0.21%	0.72%	Q4 2015	Q4 2023	32
Armbruster Capital Management, Inc.	32	32	0.37%	1.82%	2.42%	Q4 2015	Q3 2023	32
Mandatum Life Insurance Co Ltd	32	32	9.87%	31.00%	56.65%	Q4 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.97%	2.60%	4.40%	Q4 2015	Q3 2023	32
Cornerstone Advisory, LLC	32	32	3.83%	5.87%	9.54%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.65%	4.86%	9.78%	Q2 2013	Q3 2023	32
Archford Capital Strategies, LLC	13	5	0.00%	0.10%	0.73%	Q1 2014	Q3 2023	32
Oakworth Capital, Inc.	32	32	0.19%	0.34%	0.51%	Q4 2015	Q3 2023	32
ARCADIA INVESTMENT MANAGEMENT CORP/MI	32	32	0.01%	0.35%	0.59%	Q4 2015	Q3 2023	32
Orgel Wealth Management, LLC	32	32	0.16%	3.11%	11.44%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.00%	0.01%	0.02%	Q1 2016	Q4 2023	32
UMB Bank, n.a.	32	32	3.36%	4.26%	5.23%	Q4 2015	Q3 2023	32
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	25	7	0.00%	0.06%	0.13%	Q3 2013	Q3 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	2.78%	7.54%	13.09%	Q4 2015	Q3 2023	32
HERITAGE INVESTORS MANAGEMENT CORP	32	32	0.01%	0.02%	0.03%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	3.10%	4.31%	6.18%	Q4 2015	Q3 2023	32
Leith Wheeler Investment Counsel Ltd.	24	8	29.80%	65.25%	97.07%	Q4 2015	Q4 2023	32
Legal & General Group Plc	32	32	0.00%	0.00%	0.01%	Q3 2015	Q2 2023	32
Cetera Investment Advisers	32	32	0.30%	1.20%	3.81%	Q4 2015	Q3 2023	32
Versant Capital Management, Inc	32	32	0.00%	0.09%	0.52%	Q1 2016	Q4 2023	32
Psagot Value Holdings Ltd.	32	32	0.00%	0.18%	0.47%	Q2 2013	Q1 2021	32
FIRST INTERSTATE BANK	22	10	0.38%	3.83%	10.80%	Q3 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	6.08%	7.70%	9.76%	Q4 2015	Q3 2023	32
MACROVIEW INVESTMENT MANAGEMENT LLC	27	5	0.05%	2.58%	6.73%	Q3 2013	Q3 2023	32
Ipswich Investment Management Co., Inc.	21	11	0.20%	0.38%	0.65%	Q3 2015	Q3 2023	32
Day & Ennis, LLC	32	32	7.55%	11.53%	15.24%	Q4 2015	Q3 2023	32
FFT WEALTH MANAGEMENT LLC	32	32	0.11%	4.53%	20.23%	Q4 2015	Q3 2023	32
Compass Financial Group, Inc.	32	32	10.06%	13.53%	16.69%	Q4 2015	Q3 2023	32
PEOPLES BANK /OH	32	32	6.86%	7.90%	9.03%	Q4 2015	Q3 2023	32
ProVise Management Group, LLC	15	4	0.04%	0.11%	0.26%	Q2 2014	Q3 2023	32
KINGS POINT CAPITAL MANAGEMENT	32	32	0.02%	0.06%	0.12%	Q2 2014	Q1 2022	32
AMG National Trust Bank	32	32	0.02%	0.95%	2.38%	Q4 2015	Q3 2023	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.39%	0.99%	2.69%	Q4 2015	Q3 2023	32
Country Club Trust Company, n.a.	20	2	0.03%	1.18%	3.12%	Q2 2013	Q4 2021	32
PILLAR PACIFIC CAPITAL MANAGEMENT LLC	32	32	0.08%	0.12%	0.16%	Q2 2013	Q1 2021	32
Advocacy Wealth Management Services, LLC	29	1	0.01%	0.31%	1.70%	Q2 2013	Q3 2023	32
Ausdal Financial Partners, Inc.	32	32	0.48%	1.09%	2.33%	Q4 2015	Q3 2023	32
Blue Fin Capital, Inc.	22	1	0.11%	0.29%	0.44%	Q4 2013	Q3 2023	31
Kalos Management, Inc.	21	9	0.09%	0.88%	2.90%	Q4 2015	Q2 2023	31
WealthPLAN Partners, LLC	21	1	0.13%	0.90%	1.53%	Q1 2015	Q4 2023	31
Boston Trust Walden Corp	31	31	0.00%	0.01%	0.02%	Q1 2016	Q3 2023	31
Provident Investment Management, Inc.	24	7	0.05%	0.36%	0.77%	Q4 2014	Q3 2023	31
Transamerica Financial Advisors, Inc.	23	1	0.00%	0.11%	0.68%	Q2 2013	Q3 2023	31
High Falls Advisors, Inc	28	3	0.08%	7.83%	25.29%	Q4 2015	Q3 2023	31
Intercontinental Wealth Advisors, LLC	31	31	0.24%	0.39%	0.57%	Q4 2015	Q2 2023	31
CITY HOLDING CO	31	31	0.02%	0.04%	0.06%	Q1 2016	Q3 2023	31
Frontier Wealth Management LLC	31	31	0.04%	0.51%	1.29%	Q4 2014	Q2 2022	31
E&G Advisors, LP	31	31	0.20%	0.40%	0.45%	Q1 2016	Q3 2023	31
Intersect Capital LLC	31	31	1.98%	3.01%	4.49%	Q4 2014	Q2 2022	31
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	17	14	0.00%	0.02%	0.06%	Q1 2014	Q3 2023	31
Bank of Italy	31	31	9.00%	60.14%	100.00%	Q2 2013	Q4 2020	31
ARROW FINANCIAL CORP	18	13	0.00%	0.04%	0.09%	Q4 2015	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.36%	0.96%	2.82%	Q1 2016	Q3 2023	31
BADGLEY PHELPS & BELL INC	31	31	0.02%	0.06%	0.30%	Q4 2013	Q2 2021	31
Integrated Investment Consultants, LLC	23	8	2.04%	5.22%	9.44%	Q4 2015	Q3 2023	31
Atlas Brown,Inc.	31	31	0.09%	0.74%	1.07%	Q1 2016	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.10%	0.18%	0.29%	Q1 2016	Q3 2023	31
Simmons Bank	31	31	0.28%	0.43%	0.64%	Q1 2016	Q3 2023	31
Parkside Advisors LLC	24	7	0.20%	0.45%	0.77%	Q4 2013	Q4 2023	31
Asset Dedication, LLC	26	5	0.16%	0.50%	1.46%	Q4 2015	Q3 2023	31
EP Wealth Advisors, LLC	31	31	0.01%	0.40%	0.84%	Q1 2016	Q3 2023	31
McNamara Financial Services, Inc.	31	31	20.16%	24.61%	29.47%	Q1 2016	Q3 2023	31
MML INVESTORS SERVICES, LLC	26	5	0.23%	3.31%	5.62%	Q4 2015	Q3 2023	31
Fort Point Capital Partners LLC	31	31	0.48%	1.09%	2.43%	Q1 2016	Q3 2023	31
RPg Family Wealth Advisory, LLC	21	10	0.20%	0.58%	1.36%	Q4 2015	Q3 2023	31
Iowa State Bank	31	31	0.19%	0.29%	0.42%	Q1 2016	Q3 2023	31
American Investment Services, Inc.	31	31	0.10%	0.18%	0.27%	Q1 2016	Q3 2023	31
Horan Capital Advisors, LLC.	31	31	0.31%	0.67%	1.24%	Q1 2016	Q3 2023	31
Raab & Moskowitz Asset Management LLC	30	1	0.01%	1.45%	1.88%	Q4 2014	Q3 2023	31
OLD SECOND NATIONAL BANK OF AURORA	31	31	0.18%	0.20%	0.24%	Q1 2016	Q3 2023	31
EDMOND DE ROTHSCHILD HOLDING S.A.	28	1	0.00%	0.02%	0.05%	Q2 2015	Q3 2023	31
Wharton Business Group, LLC	23	8	0.05%	4.56%	6.37%	Q4 2015	Q3 2023	31
Tower Research Capital LLC (TRC)	9	1	0.00%	0.60%	2.03%	Q2 2013	Q3 2023	31
CHURCHILL MANAGEMENT Corp	14	1	0.01%	3.76%	9.83%	Q4 2014	Q3 2023	31
CORRADO ADVISORS, LLC	30	1	0.32%	0.68%	0.99%	Q4 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.97%	3.85%	7.37%	Q1 2016	Q3 2023	31
Arcus Capital Partners, LLC	19	12	0.09%	0.71%	2.66%	Q4 2015	Q3 2023	31
TWO SIGMA INVESTMENTS, LP	8	1	0.00%	0.13%	0.42%	Q2 2014	Q3 2023	31
IFP Advisors, Inc	17	14	0.21%	1.03%	2.08%	Q4 2015	Q3 2023	31
Parker Investment Management, LLC	31	31	3.10%	13.50%	27.20%	Q1 2016	Q3 2023	31
LGL PARTNERS, LLC	24	7	0.78%	2.22%	4.55%	Q4 2015	Q3 2023	31
Morningstar Investment Services LLC	31	31	0.22%	0.54%	0.87%	Q1 2016	Q3 2023	31
Nicholas Hoffman & Company, LLC.	30	30	0.11%	0.25%	0.52%	Q2 2016	Q3 2023	30
Merriman Wealth Management, LLC	30	30	0.11%	1.06%	2.79%	Q2 2016	Q3 2023	30
3D ASSET MANAGEMENT, INC	30	30	0.16%	0.59%	5.50%	Q2 2013	Q3 2020	30
ALERUS FINANCIAL NA	30	30	0.08%	0.25%	0.44%	Q2 2016	Q3 2023	30
Partnervest Advisory Services LLC	30	30	0.01%	0.28%	0.83%	Q2 2013	Q3 2020	30
VALLEY WEALTH MANAGERS, INC.	20	2	0.01%	0.13%	0.30%	Q4 2014	Q3 2023	30
Clearwater Capital Advisors, LLC	30	30	0.15%	0.23%	0.37%	Q2 2016	Q3 2023	30
Liberty Capital Management, Inc.	18	12	0.09%	0.70%	1.11%	Q1 2016	Q3 2023	30
VISTA CAPITAL PARTNERS, INC.	29	1	0.09%	0.18%	0.23%	Q4 2014	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.19%	2.01%	4.32%	Q2 2013	Q3 2020	30
Laird Norton Wetherby Wealth Management, LLC	30	30	0.05%	0.08%	0.14%	Q2 2016	Q3 2023	30
AllSquare Wealth Management LLC	25	5	0.02%	0.16%	0.22%	Q1 2016	Q3 2023	30
L. Roy Papp & Associates, LLP	19	1	0.04%	0.07%	0.11%	Q3 2014	Q3 2023	30
BerganKDV Wealth Management, LLC	30	30	0.29%	0.60%	1.05%	Q1 2016	Q2 2023	30
Krilogy Financial LLC	29	1	0.11%	0.61%	1.64%	Q3 2015	Q1 2023	30
NEXT Financial Group, Inc	30	30	0.35%	1.10%	2.81%	Q3 2014	Q4 2021	30
FIRST MERCHANTS CORP	30	30	0.07%	0.14%	0.20%	Q2 2016	Q3 2023	30
BALDWIN BROTHERS LLC/MA	30	30	0.61%	0.79%	0.87%	Q3 2016	Q4 2023	30
McCutchen Group LLC	30	30	0.29%	0.35%	0.59%	Q2 2015	Q3 2022	30
CAHILL FINANCIAL ADVISORS INC	30	30	0.16%	0.68%	1.16%	Q2 2016	Q3 2023	30
HM PAYSON & CO	18	1	0.01%	0.04%	0.15%	Q3 2014	Q3 2023	30
NIPPON LIFE INSURANCE CO	28	2	1.34%	6.11%	10.28%	Q2 2013	Q4 2020	30
BLB&B Advisors, LLC	25	5	0.04%	2.42%	4.96%	Q3 2014	Q3 2023	30
FOSTER DYKEMA CABOT & CO INC/MA	20	10	0.06%	0.12%	0.21%	Q3 2013	Q3 2023	30
Caprock Group, LLC	27	3	0.27%	0.60%	0.86%	Q1 2016	Q3 2023	30
MISSION WEALTH MANAGEMENT, LP	30	30	0.07%	0.23%	0.48%	Q2 2016	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	0.03%	0.96%	2.35%	Q2 2016	Q3 2023	30
VAN STRUM & TOWNE INC.	30	30	0.17%	0.41%	0.98%	Q2 2016	Q3 2023	30
NewSquare Capital LLC	20	1	0.00%	0.02%	0.11%	Q4 2013	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.13%	1.15%	2.23%	Q2 2013	Q3 2020	30
V Wealth Advisors LLC	30	30	0.28%	1.00%	4.98%	Q1 2016	Q2 2023	30
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28	1	0.01%	0.10%	0.94%	Q3 2014	Q3 2023	29
Brookstone Capital Management	27	2	0.00%	3.01%	7.30%	Q2 2015	Q3 2023	29
Transform Wealth, LLC	25	4	0.13%	0.76%	3.78%	Q2 2016	Q3 2023	29
Hanlon Investment Management, Inc.	19	10	0.09%	0.83%	2.48%	Q4 2014	Q3 2023	29
Capital Advantage, Inc.	22	7	0.35%	1.66%	5.05%	Q4 2013	Q1 2021	29
Strategic Wealth Partners Group, LLC	20	9	0.02%	1.04%	3.12%	Q2 2016	Q3 2023	29
NewEdge Advisors, LLC	29	29	0.20%	2.63%	3.55%	Q3 2016	Q3 2023	29
THOMPSON SIEGEL & WALMSLEY LLC	18	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	29
MONEYWISE, INC.	29	29	0.91%	3.19%	4.35%	Q3 2016	Q3 2023	29
Jacobi Capital Management LLC	27	2	0.01%	0.07%	0.18%	Q2 2016	Q3 2023	29
Relative Value Partners Group, LLC	23	6	0.21%	1.21%	4.23%	Q4 2015	Q3 2023	29
Cribstone Capital Management, LLC	29	29	0.14%	0.23%	0.44%	Q4 2015	Q4 2022	29
Winslow, Evans & Crocker, Inc.	29	29	0.05%	0.07%	0.12%	Q4 2013	Q4 2020	29
Financial Management Professionals, Inc.	13	4	0.00%	0.16%	3.14%	Q2 2013	Q3 2023	29
NewFocus Financial Group, LLC	29	29	3.14%	5.04%	8.32%	Q4 2013	Q4 2020	29
MITCHELL CAPITAL MANAGEMENT CO	29	29	0.38%	1.27%	5.77%	Q3 2016	Q3 2023	29
Zurcher Kantonalbank (Zurich Cantonalbank)	28	1	0.01%	0.02%	0.04%	Q2 2015	Q3 2022	29
LifePlan Financial Group, Inc	29	29	0.25%	1.74%	9.09%	Q3 2013	Q3 2020	29
AVITY INVESTMENT MANAGEMENT INC.	29	29	0.03%	0.04%	0.06%	Q3 2016	Q3 2023	29
Mechanics Bank Trust Department	29	29	0.07%	0.10%	0.15%	Q3 2016	Q3 2023	29
Edgestream Partners, L.P.	12	1	0.03%	0.51%	3.44%	Q2 2014	Q3 2023	29
Snowden Capital Advisors LLC	21	8	0.71%	2.54%	9.32%	Q2 2016	Q3 2023	29
NICOLET BANKSHARES INC	29	29	0.12%	0.59%	1.06%	Q3 2016	Q3 2023	29
New England Private Wealth Advisors LLC	29	29	0.14%	0.43%	0.64%	Q3 2016	Q3 2023	29
INSIGHT 2811, INC.	28	1	0.09%	0.55%	3.13%	Q1 2014	Q3 2023	29
SVA Wealth Management, LLC	29	29	0.11%	0.21%	0.36%	Q4 2013	Q4 2020	29
CADENCE BANK NA	21	8	0.21%	0.48%	1.68%	Q2 2013	Q3 2022	29
MARINER INDEPENDENT ADVISOR NETWORK, LLC	26	3	0.25%	1.94%	7.63%	Q2 2014	Q3 2022	29
Timber Creek Capital Management LLC	29	29	0.23%	0.33%	0.42%	Q3 2016	Q3 2023	29
Redmond Asset Management, LLC	29	29	0.10%	0.21%	0.33%	Q3 2016	Q3 2023	29
Laurel Wealth Advisors, Inc.	29	29	0.48%	1.19%	2.75%	Q4 2015	Q4 2022	29
CORTLAND ASSOCIATES INC/MO	29	29	0.06%	0.12%	0.20%	Q3 2016	Q3 2023	29
Pure Financial Advisors, LLC	22	7	0.16%	0.41%	0.80%	Q1 2016	Q4 2023	29
WINTRUST INVESTMENTS LLC	18	11	3.88%	5.16%	7.65%	Q2 2016	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.01%	0.05%	0.12%	Q3 2013	Q3 2023	29
Venturi Wealth Management, LLC	27	2	0.08%	0.74%	1.05%	Q2 2016	Q3 2023	29
Homrich & Berg	29	29	0.03%	0.22%	0.51%	Q3 2014	Q3 2021	29
BECK CAPITAL MANAGEMENT, LLC	13	5	0.26%	2.18%	4.72%	Q4 2013	Q4 2021	29
Asset Management One Co., Ltd.	28	28	1.75%	4.10%	6.05%	Q4 2016	Q3 2023	28
Sage Advisory Services, Ltd.Co.	26	2	0.21%	10.11%	23.81%	Q4 2015	Q3 2023	28
Close Asset Management Ltd	28	28	0.01%	0.06%	0.11%	Q4 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.17%	0.21%	0.30%	Q1 2017	Q4 2023	28
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	28	28	0.09%	1.97%	3.21%	Q4 2016	Q3 2023	28
Brightworth	28	28	15.15%	37.55%	68.98%	Q4 2015	Q3 2022	28
Cornerstone Wealth Management, LLC	25	3	1.41%	4.96%	7.43%	Q3 2016	Q3 2023	28
Highland Private Wealth Management	28	28	0.59%	1.00%	2.54%	Q4 2015	Q3 2022	28
BRADLEY FOSTER & SARGENT INC/CT	13	5	0.01%	0.09%	0.35%	Q2 2016	Q3 2023	28
Gilbert & Cook, Inc.	28	28	14.68%	19.41%	21.73%	Q4 2016	Q3 2023	28
Pinnacle Family Advisors, LLC	28	28	3.88%	7.87%	17.29%	Q4 2016	Q3 2023	28
Avalon Investment & Advisory	26	2	0.07%	0.32%	1.54%	Q4 2015	Q1 2023	28
OXFORD FINANCIAL GROUP, LTD. LLC	28	28	3.81%	7.66%	17.92%	Q4 2016	Q3 2023	28
Riverpoint Wealth Management Holdings, LLC	28	28	4.96%	6.36%	8.86%	Q4 2016	Q3 2023	28
Connecticut Wealth Management, LLC	18	10	0.14%	0.42%	0.65%	Q3 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.98%	4.20%	10.10%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.27%	0.58%	1.81%	Q4 2016	Q3 2023	28
Bridgeworth, LLC	28	28	0.19%	0.52%	1.06%	Q4 2016	Q3 2023	28
Bank Pictet & Cie (Europe) AG	28	28	0.11%	0.87%	1.68%	Q4 2016	Q3 2023	28
MILES CAPITAL, INC.	28	28	0.60%	2.32%	5.63%	Q2 2013	Q1 2020	28
Aveo Capital Partners, LLC	28	28	0.42%	3.17%	4.77%	Q4 2016	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.16%	1.07%	3.20%	Q4 2016	Q3 2023	28
ARTHUR M. COHEN & ASSOCIATES, LLC	24	1	0.14%	0.17%	0.19%	Q3 2014	Q3 2023	28
BAR HARBOR TRUST SERVICES	15	13	0.00%	0.25%	0.37%	Q2 2013	Q2 2022	28
Avantax Planning Partners, Inc.	28	28	0.03%	0.05%	0.08%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.33%	0.82%	2.97%	Q4 2016	Q3 2023	28
EXCALIBUR MANAGEMENT CORP	28	28	0.49%	0.72%	1.02%	Q4 2016	Q3 2023	28
Lee Financial Co	28	28	0.77%	7.62%	16.79%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.17%	0.63%	2.66%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.16%	2.12%	4.41%	Q4 2016	Q3 2023	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	0.48%	2.42%	5.66%	Q4 2016	Q3 2023	28
CONCENTRIC WEALTH MANAGEMENT, LLC	28	28	0.58%	1.07%	1.65%	Q4 2016	Q3 2023	28
Fusion Family Wealth LLC	28	28	0.07%	0.60%	1.44%	Q4 2016	Q3 2023	28
Good Life Advisors, LLC	28	28	0.77%	4.10%	8.15%	Q4 2016	Q3 2023	28
Shepherd Financial Partners LLC	28	28	0.18%	0.77%	1.85%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.50%	1.58%	4.97%	Q4 2016	Q3 2023	28
Gibson Capital, LLC	28	28	0.10%	0.14%	0.17%	Q4 2016	Q3 2023	28
DAIDO LIFE INSURANCE CO	28	28	7.10%	16.74%	38.38%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.00%	2.64%	6.15%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.42%	0.54%	0.72%	Q4 2016	Q3 2023	28
AE Wealth Management LLC	28	28	0.59%	1.76%	3.21%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	1.59%	2.00%	3.57%	Q4 2016	Q3 2023	28
Private Advisory Group LLC	28	28	0.96%	2.36%	3.67%	Q4 2016	Q3 2023	28
Capital Investment Advisory Services, LLC	28	28	0.18%	0.48%	0.91%	Q4 2016	Q3 2023	28
JANICZEK WEALTH MANAGEMENT, LLC	28	28	13.65%	22.66%	50.24%	Q4 2016	Q3 2023	28
MIDDLETON & CO INC/MA	28	28	0.10%	1.47%	2.97%	Q4 2016	Q3 2023	28
Fisher Asset Management, LLC	26	2	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	28
Pinnacle Wealth Management Advisory Group, LLC	28	28	0.17%	1.33%	2.07%	Q4 2016	Q3 2023	28
WEST PACES ADVISORS INC.	28	28	0.38%	0.69%	0.86%	Q4 2016	Q3 2023	28
DIMENSION CAPITAL MANAGEMENT LLC	28	28	0.75%	3.81%	6.44%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.29%	0.97%	3.14%	Q4 2016	Q3 2023	28
Stratford Consulting, LLC	28	28	12.39%	19.17%	22.31%	Q2 2013	Q1 2020	28
BOYS ARNOLD & CO INC	28	28	2.52%	4.42%	8.17%	Q2 2013	Q1 2020	28
UBS ASSET MANAGEMENT AMERICAS INC	23	1	0.00%	0.03%	0.06%	Q4 2013	Q2 2023	28
MONETTA FINANCIAL SERVICES INC	28	28	1.32%	9.26%	12.87%	Q2 2013	Q1 2020	28
Kingfisher Capital LLC	28	28	1.04%	1.77%	2.31%	Q4 2016	Q3 2023	28
TIEDEMANN ADVISORS, LLC	28	28	0.72%	1.02%	1.48%	Q4 2016	Q3 2023	28
RWA WEALTH PARTNERS, LLC	28	28	0.88%	6.49%	11.95%	Q4 2016	Q3 2023	28
Bryn Mawr Capital Management, LLC	28	28	4.66%	23.12%	37.79%	Q4 2016	Q3 2023	28
HWG Holdings LP	14	1	0.11%	18.62%	50.54%	Q4 2014	Q4 2023	28
Ledyard National Bank	28	28	0.01%	1.58%	4.56%	Q4 2016	Q3 2023	28
BlueSky Wealth Advisors, LLC	28	28	0.75%	1.68%	2.89%	Q4 2016	Q3 2023	28
SEARLE & CO.	19	4	0.16%	0.27%	2.03%	Q2 2016	Q3 2023	28
Cavalier Investments, LLC	25	3	0.25%	1.58%	3.03%	Q4 2015	Q1 2023	28
Sargent Bickham Lagudis LLC	28	28	0.01%	1.60%	3.80%	Q1 2016	Q4 2022	28
Legacy Advisors, LLC	28	28	0.02%	1.92%	4.00%	Q4 2016	Q3 2023	28
ARS Wealth Advisors, LLC	27	27	0.07%	0.10%	0.13%	Q4 2014	Q2 2021	27
First Command Bank	27	27	0.03%	9.38%	19.86%	Q4 2016	Q2 2023	27
Strategic Point Investment Advisors, LLC	27	27	0.01%	6.86%	9.52%	Q1 2017	Q3 2023	27
Continuum Advisory, LLC	27	27	0.67%	2.38%	4.58%	Q1 2017	Q3 2023	27
D. SCOTT NEAL, INC.	17	10	0.18%	2.30%	12.37%	Q4 2015	Q3 2023	27
Lenox Wealth Advisors, LLC	17	3	0.01%	0.05%	0.16%	Q3 2014	Q1 2022	27
Rafferty Asset Management, LLC	27	27	0.22%	10.50%	20.12%	Q1 2017	Q3 2023	27
SMITH SHELLNUT WILSON LLC /ADV	21	6	4.70%	9.59%	15.84%	Q4 2016	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.30%	1.13%	2.81%	Q2 2013	Q4 2019	27
Keeley-Teton Advisors, LLC	27	27	0.50%	2.54%	4.70%	Q1 2017	Q3 2023	27
Meridian Wealth Management, LLC	27	27	0.09%	0.32%	1.44%	Q1 2017	Q3 2023	27
Stearns Financial Services Group	17	10	0.04%	0.14%	0.24%	Q2 2013	Q3 2020	27
Norway Savings Bank	26	1	0.12%	0.21%	0.34%	Q4 2016	Q3 2023	27
ACCESS FINANCIAL SERVICES, INC.	14	13	0.92%	1.62%	2.42%	Q4 2016	Q3 2023	27
Jentner Corp	27	27	0.45%	0.55%	0.73%	Q1 2017	Q3 2023	27
SOL Capital Management CO	27	27	0.09%	0.32%	1.04%	Q1 2017	Q3 2023	27
Confluence Wealth Management LLC	27	27	4.39%	7.65%	9.40%	Q1 2014	Q3 2020	27
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	22	5	0.06%	1.03%	8.34%	Q2 2013	Q2 2021	27
Global Retirement Partners, LLC	20	7	0.80%	1.19%	1.63%	Q4 2016	Q3 2023	27
FIRST NATIONAL BANK OF OMAHA	15	12	0.03%	0.09%	0.24%	Q2 2016	Q3 2023	27
FormulaFolio Investments, LLC	27	27	0.56%	7.11%	19.71%	Q4 2014	Q2 2021	27
Stone House Investment Management, LLC	15	12	5.76%	13.46%	20.88%	Q4 2016	Q3 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.31%	0.50%	0.78%	Q4 2016	Q3 2023	27
SPINNAKER TRUST	27	27	0.02%	0.03%	0.05%	Q1 2017	Q3 2023	27
WHALEROCK POINT PARTNERS, LLC	20	3	0.08%	1.00%	1.88%	Q4 2014	Q3 2023	27
BARINGS LLC	24	3	0.01%	10.80%	27.64%	Q3 2016	Q3 2023	27
BANK OF HAWAII	27	27	3.41%	5.48%	7.08%	Q1 2017	Q3 2023	27
First Command Financial Services, Inc.	27	27	0.03%	12.83%	51.04%	Q4 2016	Q2 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.66%	1.56%	2.28%	Q1 2017	Q3 2023	27
ZWJ INVESTMENT COUNSEL INC	27	27	0.08%	0.17%	0.46%	Q1 2017	Q3 2023	27
Gerber Kawasaki Wealth & Investment Management	12	7	0.01%	0.44%	0.85%	Q3 2016	Q3 2023	27
INTRUST BANK NA	23	4	0.21%	0.86%	2.49%	Q2 2013	Q3 2023	27
CLIFFORD SWAN INVESTMENT COUNSEL LLC	27	27	0.01%	0.08%	0.12%	Q1 2017	Q3 2023	27
Cable Hill Partners, LLC	15	6	0.04%	0.12%	0.25%	Q3 2015	Q3 2023	27
LCNB CORP	21	6	0.38%	0.55%	0.80%	Q4 2016	Q3 2023	27
Heritage Trust Co	27	27	0.06%	0.88%	1.30%	Q1 2017	Q3 2023	27
Cornerstone Advisors, Inc.	27	27	0.06%	13.33%	62.16%	Q1 2014	Q3 2020	27
BFSG, LLC	27	27	1.13%	1.74%	2.56%	Q1 2017	Q3 2023	27
Dynamic Advisor Solutions LLC	27	27	0.09%	0.39%	1.96%	Q1 2017	Q3 2023	27
First PREMIER Bank	27	27	0.10%	0.13%	0.20%	Q1 2017	Q3 2023	27
PRICE T ROWE ASSOCIATES INC /MD/	27	27	0.00%	0.00%	0.00%	Q1 2017	Q3 2023	27
HOWE & RUSLING INC	22	1	0.00%	1.26%	2.33%	Q2 2013	Q3 2023	27
MONTGOMERY INVESTMENT MANAGEMENT INC	27	27	0.20%	0.47%	0.69%	Q1 2017	Q3 2023	27
CIBC BANK USA	27	27	10.68%	15.19%	17.92%	Q2 2013	Q4 2019	27
Well Done, LLC	27	27	0.09%	5.64%	9.82%	Q1 2017	Q3 2023	27
Livingston Group Asset Management CO (operating as Southport Capital Management)	26	1	0.14%	0.40%	0.96%	Q2 2015	Q1 2022	27
Buffington Mohr McNeal	27	27	0.38%	1.24%	3.07%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	11.86%	15.96%	19.06%	Q2 2015	Q4 2021	27
Waldron Private Wealth LLC	25	1	0.12%	0.63%	1.28%	Q2 2016	Q3 2023	26
LeJeune Puetz Investment Counsel LLC	26	26	0.30%	0.42%	0.56%	Q4 2016	Q1 2023	26
Mitsubishi UFJ Trust & Banking Corp	25	1	0.00%	0.26%	0.63%	Q2 2015	Q3 2023	26
Summit X, LLC	26	26	3.29%	6.33%	16.33%	Q2 2017	Q3 2023	26
QS Investors, LLC	24	2	1.19%	6.43%	9.13%	Q4 2014	Q2 2021	26
Summit Financial Wealth Advisors, LLC	26	26	0.10%	0.24%	0.63%	Q2 2017	Q3 2023	26
Cerity Partners LLC	25	1	0.40%	1.24%	3.50%	Q1 2017	Q3 2023	26
Willingdon Wealth Management	26	26	1.80%	2.62%	3.25%	Q4 2013	Q1 2020	26
Karpus Management, Inc.	24	2	0.27%	3.01%	6.42%	Q2 2013	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.35%	1.33%	4.60%	Q2 2017	Q3 2023	26
BTR CAPITAL MANAGEMENT INC	26	26	0.11%	0.13%	0.16%	Q2 2016	Q3 2022	26
Arete Wealth Advisors, LLC	12	1	0.17%	0.74%	2.10%	Q2 2015	Q3 2023	26
Zurich Insurance Group Ltd/FI	26	26	0.01%	0.14%	0.35%	Q4 2016	Q1 2023	26
Israel Discount Bank of New York	17	9	5.58%	8.30%	11.08%	Q1 2017	Q3 2023	26
Geneva Partners, LLC	25	1	1.43%	3.01%	5.37%	Q2 2016	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.28%	2.29%	5.31%	Q2 2017	Q3 2023	26
Avidian Wealth Solutions, LLC	18	8	0.07%	6.77%	13.50%	Q1 2017	Q3 2023	26
Alpha Cubed Investments, LLC	26	26	0.13%	0.19%	0.31%	Q2 2017	Q3 2023	26
Randolph Co Inc	26	26	0.04%	0.13%	0.22%	Q2 2017	Q3 2023	26
Cranbrook Wealth Management, LLC	26	26	2.24%	6.95%	10.05%	Q2 2017	Q3 2023	26
BOSTON FINANCIAL MANGEMENT LLC	21	2	0.01%	0.26%	0.86%	Q4 2016	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.55%	2.55%	5.84%	Q2 2013	Q3 2019	26
GenWealth Group, Inc.	26	26	0.09%	4.48%	9.64%	Q2 2017	Q3 2023	26
Sage Capital Advisors,llc	26	26	1.00%	1.34%	1.82%	Q2 2017	Q3 2023	26
Clark Capital Management Group, Inc.	25	1	0.01%	1.70%	6.11%	Q4 2014	Q3 2023	26
Perkins Coie Trust Co	26	26	0.02%	0.02%	0.04%	Q2 2017	Q3 2023	26
RHUMBLINE ADVISERS	25	1	0.00%	0.05%	0.14%	Q1 2015	Q3 2023	26
Clearstead Trust, LLC	26	26	0.01%	2.16%	5.04%	Q2 2017	Q3 2023	26
CORNERCAP INVESTMENT COUNSEL INC	19	1	0.06%	0.24%	1.23%	Q3 2013	Q1 2022	26
Kingsview Wealth Management, LLC	20	6	0.07%	0.34%	0.58%	Q1 2017	Q3 2023	26
Stockman Wealth Management, Inc.	25	1	0.19%	0.56%	0.99%	Q1 2017	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.01%	0.31%	0.98%	Q2 2013	Q3 2019	26
Wela Strategies, Inc.	23	1	18.32%	22.33%	29.47%	Q1 2017	Q4 2023	26
Rinet Co LLC	26	26	0.24%	0.49%	1.10%	Q2 2015	Q3 2021	26
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP	26	26	16.12%	33.96%	41.17%	Q2 2017	Q3 2023	26
BURNEY CO/	24	2	0.01%	0.03%	0.07%	Q1 2015	Q3 2023	26
SRS Capital Advisors, Inc.	10	7	0.01%	0.12%	0.70%	Q4 2016	Q3 2023	26
WESTWOOD HOLDINGS GROUP INC	26	26	0.01%	0.15%	0.26%	Q2 2017	Q3 2023	26
MEEDER ASSET MANAGEMENT INC	10	7	0.00%	0.01%	0.06%	Q4 2015	Q3 2022	26
KORNITZER CAPITAL MANAGEMENT INC /KS	24	1	0.00%	0.02%	0.05%	Q2 2014	Q3 2023	26
Ahrens Investment Partners LLC	26	26	0.41%	1.18%	2.35%	Q4 2016	Q1 2023	26
Vivaldi Capital Management LP	24	2	0.00%	2.17%	5.40%	Q1 2017	Q3 2023	26
Grove Bank & Trust	26	26	0.48%	1.96%	2.70%	Q2 2017	Q3 2023	26
Ullmann Wealth Partners Group, LLC	22	4	0.17%	4.73%	17.89%	Q4 2016	Q3 2023	26
Baltimore-Washington Financial Advisors, Inc.	24	2	0.00%	0.56%	2.06%	Q4 2013	Q3 2023	26
Crossmark Global Holdings, Inc.	25	1	0.01%	0.09%	0.30%	Q3 2016	Q3 2023	26
Alliance Wealth Management Group	26	26	0.30%	1.59%	3.92%	Q1 2017	Q2 2023	26
Verity Asset Management, Inc.	21	5	0.18%	1.13%	3.62%	Q1 2017	Q3 2023	26
Covington Capital Management	26	26	0.03%	0.12%	0.34%	Q2 2016	Q3 2022	26
TRUST CO OF OKLAHOMA	13	1	0.09%	0.16%	0.24%	Q1 2015	Q2 2022	26
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	20	2	0.00%	0.03%	0.04%	Q4 2016	Q3 2023	26
Parkside Investments, LLC	26	26	0.27%	3.22%	6.65%	Q2 2017	Q3 2023	26
BDO Wealth Advisors, LLC	25	25	1.20%	2.95%	5.00%	Q2 2017	Q2 2023	25
RITHOLTZ WEALTH MANAGEMENT	24	1	0.05%	6.20%	14.74%	Q2 2017	Q3 2023	25
TIAA, FSB	25	25	0.38%	0.84%	1.55%	Q2 2017	Q2 2023	25
Mengis Capital Management, Inc.	25	25	0.19%	0.27%	0.39%	Q3 2017	Q3 2023	25
CAPITAL FUND MANAGEMENT S.A.	13	13	0.00%	0.02%	0.06%	Q1 2017	Q1 2020	25
Mosaic Family Wealth, LLC	25	25	0.08%	0.30%	0.49%	Q4 2015	Q4 2021	25
Marietta Wealth Management, LLC	25	25	0.18%	0.58%	1.19%	Q3 2017	Q3 2023	25
Neumann Capital Management, LLC	25	25	0.12%	0.15%	0.17%	Q3 2017	Q3 2023	25
DOLIVER ADVISORS, LP	17	8	1.33%	7.42%	18.88%	Q1 2017	Q4 2023	25
American Money Management, LLC	25	25	0.11%	0.73%	1.01%	Q4 2013	Q4 2019	25
GRIFFIN ASSET MANAGEMENT, INC.	25	25	0.10%	0.15%	0.19%	Q3 2017	Q3 2023	25
OAKWOOD CAPITAL MANAGEMENT LLC/CA	20	5	0.10%	0.46%	1.57%	Q1 2015	Q2 2021	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	16.71%	22.11%	27.08%	Q3 2017	Q3 2023	25
AlphaStar Capital Management, LLC	24	1	0.21%	0.87%	2.92%	Q2 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	1.20%	3.37%	10.10%	Q3 2017	Q3 2023	25
Edgemoor Investment Advisors, Inc.	14	2	0.03%	0.05%	0.23%	Q2 2014	Q3 2023	25
GRANDFIELD & DODD, LLC	15	10	0.02%	0.06%	0.10%	Q3 2015	Q3 2023	25
Smith, Salley & Associates	25	25	0.04%	0.11%	0.23%	Q3 2017	Q3 2023	25
Matson Money. Inc.	25	25	0.57%	5.54%	10.33%	Q3 2017	Q3 2023	25
Tufton Capital Management	25	25	0.12%	0.25%	0.50%	Q3 2017	Q3 2023	25
Edge Wealth Management LLC	25	25	0.00%	0.06%	0.28%	Q4 2015	Q4 2021	25
O'Brien Wealth Partners LLC	14	11	0.09%	0.16%	0.35%	Q2 2017	Q3 2023	25
HYMAN CHARLES D	24	1	0.05%	0.08%	0.09%	Q2 2016	Q3 2023	25
Corient Capital Partners, LLC	25	25	0.06%	0.65%	3.64%	Q3 2016	Q3 2022	25
Paracle Advisors, LLC	13	5	0.05%	0.14%	0.22%	Q3 2014	Q1 2021	25
Progeny 3, Inc.	20	1	0.37%	10.99%	24.79%	Q3 2015	Q3 2023	25
RPTC Inc.	25	25	2.12%	17.11%	26.72%	Q3 2017	Q3 2023	25
Maple Capital Management, Inc.	14	3	0.04%	0.27%	0.92%	Q2 2013	Q3 2023	25
Balentine LLC	22	1	0.00%	4.80%	12.97%	Q3 2015	Q3 2023	25
STABLEFORD CAPITAL II LLC	25	25	0.21%	1.24%	3.34%	Q1 2017	Q1 2023	25
Garde Capital, Inc.	25	25	0.03%	0.06%	0.16%	Q3 2017	Q3 2023	25
ADELL HARRIMAN & CARPENTER INC	25	25	0.02%	0.05%	0.10%	Q1 2017	Q1 2023	25
TOTAL INVESTMENT MANAGEMENT INC	25	25	0.26%	0.49%	0.81%	Q4 2016	Q4 2022	25
Burt Wealth Advisors	25	25	0.00%	0.00%	0.00%	Q4 2014	Q4 2020	25
GATEWAY INVESTMENT ADVISERS LLC	13	12	0.01%	0.78%	3.07%	Q4 2016	Q3 2023	25
COBIZ WEALTH, LLC	25	25	0.97%	1.39%	3.11%	Q2 2013	Q2 2019	25
MEITAV INVESTMENT HOUSE LTD	24	24	0.03%	2.08%	6.80%	Q4 2017	Q3 2023	24
ICONIQ Capital, LLC	13	11	0.05%	0.14%	0.33%	Q1 2015	Q3 2023	24
Broadview Financial Management, LLC	24	24	9.67%	10.89%	12.72%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	1.50%	1.87%	2.43%	Q4 2017	Q3 2023	24
Darwin Wealth Management, LLC	13	11	0.06%	0.98%	2.99%	Q2 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.69%	3.50%	6.26%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.03%	0.13%	0.22%	Q4 2017	Q3 2023	24
KCS Wealth Advisory	24	24	0.85%	2.79%	4.78%	Q4 2017	Q3 2023	24
Eldridge Investment Advisors, Inc.	24	24	10.84%	17.85%	25.64%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	2.61%	4.20%	5.71%	Q4 2017	Q3 2023	24
Gradient Capital Advisors, LLC	24	24	9.18%	10.37%	12.92%	Q4 2017	Q3 2023	24
NorthRock Partners, LLC	17	7	0.08%	0.37%	3.72%	Q4 2016	Q3 2023	24
B & T Capital Management DBA Alpha Capital Management	24	24	0.06%	0.12%	0.20%	Q4 2017	Q3 2023	24
MACKENZIE FINANCIAL CORP	24	24	0.00%	0.20%	0.52%	Q4 2017	Q3 2023	24
VISTA INVESTMENT MANAGEMENT	24	24	0.41%	0.99%	2.00%	Q4 2017	Q3 2023	24
HoyleCohen, LLC	24	24	0.06%	0.09%	0.16%	Q4 2017	Q3 2023	24
Fernwood Investment Management, LLC	24	24	2.84%	3.17%	3.56%	Q4 2017	Q3 2023	24
Hollow Brook Wealth Management LLC	24	24	1.28%	1.72%	2.36%	Q4 2017	Q3 2023	24
Winthrop Advisory Group LLC	24	24	4.92%	10.89%	13.83%	Q4 2017	Q3 2023	24
First Command Advisory Services, Inc.	24	24	0.00%	40.27%	68.21%	Q4 2017	Q3 2023	24
Pinnacle Wealth Planning Services, Inc.	24	24	0.30%	0.79%	4.04%	Q4 2017	Q3 2023	24
Avondale Wealth Management	24	24	20.04%	23.68%	32.20%	Q4 2017	Q3 2023	24
Wells Trecaso Financial Group, LLC	24	24	0.13%	0.18%	0.26%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.39%	1.56%	2.39%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.89%	2.06%	3.86%	Q4 2017	Q3 2023	24
Valmark Advisers, Inc.	24	24	0.02%	0.45%	6.40%	Q4 2017	Q3 2023	24
Fulcrum Capital LLC	24	24	2.49%	3.60%	6.02%	Q4 2017	Q3 2023	24
EVERGREEN CAPITAL MANAGEMENT LLC	24	24	0.06%	0.11%	0.45%	Q4 2017	Q3 2023	24
TRUST DEPARTMENT MB FINANCIAL BANK N A	24	24	0.24%	3.20%	9.42%	Q2 2013	Q1 2019	24
Cornell Pochily Investment Advisors, Inc.	24	24	0.45%	1.33%	1.62%	Q4 2017	Q3 2023	24
PARK NATIONAL CORP /OH/	24	24	0.37%	0.42%	0.48%	Q1 2018	Q4 2023	24
PineBridge Investments, L.P.	24	24	0.06%	0.16%	0.33%	Q4 2017	Q3 2023	24
Wealth Alliance Advisory Group, LLC	24	24	4.32%	9.29%	12.73%	Q4 2017	Q3 2023	24
Northwest Bancshares, Inc.	24	24	2.73%	5.78%	14.29%	Q4 2017	Q3 2023	24
Centerpoint Advisors, LLC	24	24	0.00%	8.77%	17.99%	Q4 2017	Q3 2023	24
WOODMONT INVESTMENT COUNSEL LLC	14	2	0.04%	0.12%	0.58%	Q2 2015	Q3 2023	24
Rossmore Private Capital	24	24	3.56%	4.24%	7.12%	Q4 2017	Q3 2023	24
Roundview Capital LLC	24	24	0.11%	0.32%	0.51%	Q4 2017	Q3 2023	24
HORAN CAPITAL MANAGEMENT	24	24	0.08%	0.11%	0.20%	Q1 2015	Q4 2020	24
CULBERTSON A N & CO INC	24	24	0.09%	0.12%	0.14%	Q4 2017	Q3 2023	24
CNB Bank	24	24	0.17%	0.64%	1.18%	Q4 2017	Q3 2023	24
jvl associates llc	24	24	2.71%	3.70%	4.72%	Q4 2017	Q3 2023	24
Winch Advisory Services, LLC	21	3	0.04%	0.09%	0.73%	Q1 2014	Q1 2020	24
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	20	4	0.07%	5.03%	7.06%	Q2 2013	Q2 2019	24
Paulson Wealth Management Inc.	24	24	0.72%	1.12%	1.84%	Q4 2017	Q3 2023	24
Trilogy Capital Inc.	24	24	0.58%	1.16%	2.27%	Q4 2017	Q3 2023	24
TAIYO LIFE INSURANCE CO	24	24	12.79%	25.16%	32.31%	Q4 2017	Q3 2023	24
Brouwer & Janachowski, LLC	24	24	0.23%	0.30%	0.63%	Q4 2015	Q3 2021	24
COOPER/HAIMS ADVISORS, LLC	24	24	5.68%	8.27%	14.44%	Q4 2017	Q3 2023	24
Advanced Asset Management Advisors Inc	24	24	6.07%	7.81%	10.75%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.28%	2.31%	4.02%	Q4 2017	Q3 2023	24
Ellenbecker Investment Group	24	24	0.19%	26.34%	41.19%	Q4 2017	Q3 2023	24
New Potomac Partners, LLC	24	24	2.88%	3.99%	4.60%	Q4 2017	Q3 2023	24
Leonard Rickey Investment Advisors P.L.L.C.	24	24	0.19%	0.41%	0.55%	Q4 2017	Q3 2023	24
Prime Capital Investment Advisors, LLC	24	24	0.10%	0.20%	0.79%	Q4 2017	Q3 2023	24
Seneca House Advisors	24	24	0.19%	0.28%	0.40%	Q4 2017	Q3 2023	24
Divergent Wealth Advisors	24	24	10.36%	27.73%	53.74%	Q4 2017	Q3 2023	24
Financial Partners Group, Inc	24	24	2.07%	8.32%	15.86%	Q4 2017	Q3 2023	24
Biltmore Family Office, LLC	24	24	0.10%	0.29%	0.51%	Q4 2017	Q3 2023	24
Larson Financial Group LLC	24	24	0.15%	0.86%	6.00%	Q4 2017	Q3 2023	24
Sound Income Strategies, LLC	24	24	0.07%	0.46%	0.93%	Q4 2017	Q3 2023	24
FARMERS TRUST CO	24	24	0.30%	0.39%	0.44%	Q4 2017	Q3 2023	24
Congress Park Capital LLC	24	24	0.26%	0.93%	2.29%	Q4 2017	Q3 2023	24
Sigma Investment Management Co	24	24	0.20%	1.09%	4.03%	Q1 2013	Q4 2018	24
PEAVINE CAPITAL, LLC	24	24	0.23%	0.37%	0.59%	Q4 2013	Q3 2019	24
Pinnacle Advisory Group, Inc.	24	24	0.04%	0.89%	1.58%	Q2 2015	Q1 2021	24
Allen Capital Group, LLC	24	24	0.31%	0.69%	1.69%	Q4 2017	Q3 2023	24
Chandler Asset Management, Inc.	24	24	14.60%	18.31%	23.97%	Q4 2017	Q3 2023	24
CHEMICAL BANK	24	24	0.67%	0.82%	0.93%	Q3 2013	Q2 2019	24
Providence Capital Advisors, LLC	24	24	2.67%	3.44%	4.11%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.08%	0.34%	1.39%	Q4 2017	Q3 2023	24
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL	15	9	0.08%	1.00%	3.37%	Q2 2013	Q3 2023	24
Successful Portfolios LLC	24	24	0.44%	1.60%	2.92%	Q4 2017	Q3 2023	24
Kovitz Investment Group Partners, LLC	15	4	0.01%	0.03%	0.08%	Q1 2016	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.75%	1.03%	1.18%	Q4 2017	Q3 2023	24
Retirement Systems of Alabama	24	24	0.01%	0.02%	0.06%	Q4 2017	Q3 2023	24
RETIREMENT INCOME SOLUTIONS, INC	24	24	2.52%	15.26%	24.96%	Q4 2017	Q3 2023	24
B. Riley Wealth Management, Inc.	15	9	0.00%	0.39%	1.06%	Q1 2014	Q2 2022	24
Carmichael Hill & Associates, Inc.	24	24	0.30%	0.48%	1.20%	Q4 2017	Q3 2023	24
BLUESTEIN R H & CO LLC	24	24	0.03%	0.46%	1.30%	Q4 2016	Q3 2022	24
Peterson Wealth Advisors, LLC	24	24	1.06%	3.89%	29.86%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.44%	1.80%	4.48%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	4.10%	9.48%	13.19%	Q4 2017	Q3 2023	24
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	24	24	0.00%	0.04%	0.11%	Q4 2017	Q3 2023	24
FIDUCIENT ADVISORS LLC	24	24	2.30%	13.96%	29.90%	Q4 2017	Q3 2023	24
MainStreet Investment Advisors LLC	24	24	1.16%	3.37%	8.17%	Q4 2017	Q3 2023	24
LexAurum Advisors, LLC	24	24	0.27%	0.55%	1.56%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	1.22%	5.73%	8.81%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.01%	0.03%	0.07%	Q4 2017	Q3 2023	24
Belpointe Asset Management LLC	18	6	0.18%	0.32%	0.84%	Q3 2017	Q3 2023	24
Mizuho Bank, Ltd.	12	1	2.13%	8.65%	30.02%	Q2 2013	Q1 2023	24
Private Wealth Group, LLC	24	24	0.62%	1.20%	2.18%	Q4 2017	Q3 2023	24
MCIA Inc	15	9	0.06%	3.26%	17.55%	Q2 2017	Q3 2023	24
WealthShield Partners, LLC	24	24	1.72%	4.28%	6.78%	Q4 2017	Q3 2023	24
Vista Private Wealth Partners. LLC	21	3	0.64%	1.07%	1.94%	Q3 2017	Q3 2023	24
Wealth Advisors of Tampa Bay, LLC	24	24	0.59%	0.77%	1.02%	Q4 2017	Q3 2023	24
New England Professional Planning Group Inc.	16	4	7.47%	27.21%	34.05%	Q3 2015	Q3 2023	24
Front Row Advisors LLC	24	24	0.04%	0.19%	0.31%	Q4 2017	Q3 2023	24
Csenge Advisory Group	24	24	0.08%	0.76%	1.41%	Q4 2017	Q3 2023	24
Ballew Advisors, Inc	24	24	0.88%	11.13%	18.35%	Q4 2017	Q3 2023	24
Institute for Wealth Management, LLC.	19	1	0.28%	0.82%	1.98%	Q2 2017	Q3 2023	24
Gryphon Financial Partners LLC	24	24	11.27%	23.01%	28.90%	Q4 2017	Q3 2023	24
Arlington Financial Advisors, LLC	24	24	0.29%	0.63%	0.97%	Q4 2017	Q3 2023	24
Smart Money Group LLC	24	24	1.42%	3.84%	10.90%	Q4 2017	Q3 2023	24
Parisi Gray Wealth Management	24	24	0.29%	4.39%	6.29%	Q4 2017	Q3 2023	24
Prism Advisors, Inc.	24	24	0.19%	0.21%	0.37%	Q4 2017	Q3 2023	24
Seelaus Asset Management LLC	24	24	0.20%	0.29%	0.42%	Q4 2017	Q3 2023	24
Mascoma Wealth Management LLC	12	12	0.98%	6.51%	15.85%	Q4 2016	Q3 2023	24
Forefront Analytics, LLC	24	24	1.37%	3.86%	5.79%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.20%	1.39%	4.01%	Q4 2017	Q3 2023	24
F&V Capital Management, LLC	24	24	0.17%	0.30%	0.37%	Q4 2017	Q3 2023	24
FARR MILLER & WASHINGTON LLC/DC	24	24	0.02%	0.07%	0.45%	Q4 2015	Q3 2021	24
Barber Financial Group, Inc.	21	3	0.04%	1.29%	6.66%	Q4 2016	Q1 2023	24
PARTNERS CAPITAL INVESTMENT GROUP, LLP	24	24	3.32%	8.17%	12.60%	Q4 2017	Q3 2023	24
WHITENER CAPITAL MANAGEMENT, INC.	24	24	0.22%	0.33%	0.44%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.02%	0.45%	0.85%	Q4 2017	Q3 2023	24
SigFig Wealth Management, LLC	22	2	0.00%	3.61%	11.87%	Q3 2017	Q3 2023	24
Horan Securities, Inc.	15	8	0.00%	33.66%	49.56%	Q4 2017	Q3 2023	23
Sowell Financial Services LLC	10	2	1.39%	3.39%	6.00%	Q1 2017	Q3 2023	23
CWA Asset Management Group, LLC	14	9	0.04%	0.09%	0.18%	Q4 2017	Q3 2023	23
Financial Enhancement Group LLC	15	8	0.02%	0.09%	0.32%	Q1 2016	Q3 2022	23
PFS INVESTMENTS INC.	23	23	0.77%	1.81%	3.07%	Q4 2017	Q2 2023	23
USA FINANCIAL FORMULAS	20	3	0.00%	0.31%	0.89%	Q4 2017	Q3 2023	23
Abacus Planning Group, Inc.	23	23	0.22%	1.54%	2.21%	Q1 2018	Q3 2023	23
SUMMITRY LLC	15	8	0.02%	0.03%	0.04%	Q3 2017	Q3 2023	23
RATIONAL ADVISORS LLC	23	23	0.03%	3.02%	13.07%	Q1 2018	Q3 2023	23
CORNERSTONE ADVISORS INC	19	1	0.00%	1.21%	2.20%	Q3 2013	Q4 2021	23
Hartford Financial Management Inc.	22	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2023	23
MASON STREET ADVISORS, LLC	10	3	0.02%	14.42%	54.62%	Q1 2014	Q3 2023	23
COMERICA SECURITIES INC	23	23	1.78%	4.66%	7.14%	Q2 2013	Q4 2018	23
PVG ASSET MANAGEMENT CORP	13	1	2.68%	8.93%	17.94%	Q3 2016	Q3 2023	23
AVIANCE CAPITAL MANAGEMENT, LLC	15	8	0.14%	2.30%	4.92%	Q2 2013	Q1 2019	23
MARINO, STRAM & ASSOCIATES LLC	14	9	5.61%	8.69%	11.86%	Q4 2017	Q3 2023	23
CALTON & ASSOCIATES, INC.	23	23	0.29%	1.18%	3.08%	Q4 2017	Q2 2023	23
WealthTrust-Arizona, LLC	23	23	2.19%	2.53%	3.28%	Q2 2013	Q4 2018	23
Spears Abacus Advisors LLC	23	23	0.03%	0.05%	0.06%	Q1 2018	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.45%	0.86%	1.30%	Q2 2013	Q1 2019	23
Mount Yale Investment Advisors, LLC	23	23	1.79%	2.40%	3.74%	Q1 2018	Q3 2023	23
ZACKS INVESTMENT MANAGEMENT	22	1	0.01%	0.01%	0.03%	Q4 2017	Q3 2023	23
Chicago Capital, LLC	23	23	0.26%	0.30%	0.35%	Q1 2018	Q3 2023	23
BRIDGES INVESTMENT MANAGEMENT INC	23	23	0.31%	0.85%	1.21%	Q1 2018	Q3 2023	23
CreativeOne Wealth, LLC	23	23	0.06%	0.45%	1.06%	Q1 2018	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.00%	0.36%	0.90%	Q1 2018	Q3 2023	23
West Branch Capital LLC	23	23	0.63%	1.43%	2.01%	Q1 2018	Q3 2023	23
NORTH AMERICAN MANAGEMENT CORP	23	23	0.29%	1.87%	5.35%	Q3 2015	Q1 2021	23
REINHART PARTNERS, LLC.	20	1	0.02%	0.06%	0.08%	Q3 2013	Q3 2023	23
RiverGlades Family Offices LLC	19	4	9.22%	16.90%	20.76%	Q4 2017	Q3 2023	23
MGO ONE SEVEN LLC	21	2	0.21%	0.41%	0.64%	Q4 2017	Q3 2023	23
Proficio Capital Partners LLC	23	23	0.02%	1.84%	4.87%	Q1 2018	Q3 2023	23
KELLEHER FINANCIAL ADVISORS	18	5	9.44%	13.59%	17.71%	Q4 2017	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.84%	1.25%	1.91%	Q4 2017	Q2 2023	23
SG Americas Securities, LLC	17	1	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	23
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	23	23	0.03%	0.03%	0.03%	Q1 2018	Q3 2023	23
Relaxing Retirement Coach	23	23	0.70%	3.11%	5.09%	Q4 2017	Q2 2023	23
Banco Santander, S.A.	23	23	0.16%	0.61%	1.55%	Q1 2018	Q3 2023	23
Fragasso Group Inc.	23	23	1.12%	17.60%	22.03%	Q2 2018	Q4 2023	23
Wealthquest Corp	14	4	0.15%	0.59%	1.53%	Q4 2014	Q3 2023	23
Measured Wealth Private Client Group, LLC	22	1	1.58%	4.40%	14.52%	Q3 2017	Q3 2023	23
Weatherstone Capital Management	22	1	0.22%	5.03%	10.90%	Q2 2013	Q1 2019	23
Willow Creek Wealth Management Inc.	23	23	0.24%	0.53%	0.88%	Q1 2018	Q3 2023	23
NBT BANK N A /NY	12	2	0.02%	0.04%	0.05%	Q4 2015	Q3 2023	23
Westside Investment Management, Inc.	15	1	0.00%	0.01%	0.07%	Q1 2017	Q3 2023	23
Lattice Strategies LLC	23	23	0.27%	1.50%	4.49%	Q2 2013	Q4 2018	23
Signature Financial Management, Inc.	23	23	0.12%	0.27%	0.39%	Q2 2013	Q4 2018	23
Madden Advisory Services, Inc.	14	1	0.02%	0.23%	0.48%	Q4 2013	Q3 2023	23
Doyle Wealth Management	23	23	0.10%	0.23%	1.00%	Q1 2017	Q3 2022	23
VICTORY CAPITAL MANAGEMENT INC	18	1	0.00%	0.45%	1.82%	Q4 2014	Q3 2023	23
Fiduciary Trust Co International of Pennsylvania	20	1	1.83%	2.43%	5.21%	Q2 2013	Q1 2020	23
Fortis Advisors, LLC	13	2	0.00%	0.08%	0.31%	Q1 2017	Q3 2023	23
PITTENGER & ANDERSON INC	21	1	0.00%	0.08%	0.25%	Q4 2014	Q3 2023	23
Personal Capital Advisors Corp	22	1	0.01%	0.03%	0.05%	Q4 2016	Q4 2022	23
Ironwood Wealth Management, LLC.	22	1	2.90%	12.08%	19.45%	Q3 2017	Q3 2023	23
GEODE CAPITAL MANAGEMENT, LLC	10	5	0.00%	0.01%	0.04%	Q4 2015	Q4 2021	23
HMS Capital Management, LLC	23	23	0.12%	0.42%	1.93%	Q1 2018	Q3 2023	23
SWARTHMORE GROUP INC	13	1	9.39%	27.67%	56.96%	Q2 2016	Q2 2022	23
Harbour Capital Advisors, LLC	12	1	0.04%	0.39%	0.73%	Q1 2017	Q4 2023	23
Invst, LLC	22	22	1.05%	6.12%	12.29%	Q2 2018	Q3 2023	22
Pflug Koory, LLC	22	22	0.01%	0.01%	0.01%	Q2 2018	Q3 2023	22
Bison Wealth, LLC	22	22	0.10%	0.40%	0.66%	Q2 2018	Q3 2023	22
StoneX Group Inc.	19	3	0.62%	3.42%	7.79%	Q2 2017	Q3 2023	22
MOODY NATIONAL BANK TRUST DIVISION	21	1	0.03%	0.61%	1.83%	Q4 2014	Q3 2023	22
GABLES CAPITAL MANAGEMENT INC.	22	22	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	22
Braun-Bostich & Associates Inc.	15	7	0.10%	2.23%	4.40%	Q4 2017	Q2 2023	22
FIRST UNITED BANK & TRUST	22	22	0.18%	0.77%	1.38%	Q2 2018	Q3 2023	22
DEERE & CO	18	4	0.73%	21.04%	67.72%	Q2 2013	Q3 2023	22
Quad-Cities Investment Group, LLC	22	22	0.10%	1.30%	3.03%	Q2 2018	Q3 2023	22
Keystone Financial Group	20	2	0.18%	0.66%	0.99%	Q1 2018	Q3 2023	22
Baystate Wealth Management LLC	21	1	0.01%	4.12%	8.09%	Q2 2013	Q3 2023	22
Certified Advisory Corp	11	11	2.66%	3.35%	4.27%	Q4 2017	Q3 2023	22
WHITE MOUNTAINS ADVISORS LLC	22	22	4.56%	12.63%	34.09%	Q2 2015	Q3 2020	22
Legacy Financial Advisors, Inc.	13	9	0.58%	0.79%	1.10%	Q4 2017	Q3 2023	22
SANDERS MORRIS HARRIS LLC	10	1	0.06%	0.53%	3.97%	Q1 2016	Q3 2023	22
LAKE STREET ADVISORS GROUP, LLC	20	1	0.02%	0.55%	1.10%	Q4 2017	Q3 2023	22
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	13	1	0.01%	0.05%	0.12%	Q1 2016	Q3 2023	22
Bigelow Investment Advisors, LLC	22	22	0.15%	2.95%	5.76%	Q2 2018	Q3 2023	22
Eagle Ridge Investment Management	8	7	0.04%	0.07%	0.10%	Q4 2013	Q3 2023	22
FULTON BREAKEFIELD BROENNIMAN LLC	22	22	1.04%	2.41%	3.79%	Q2 2018	Q3 2023	22
Welch Group, LLC	16	1	0.02%	0.42%	2.13%	Q4 2015	Q3 2023	22
Sterling Capital Management LLC	13	9	0.00%	0.00%	0.01%	Q1 2013	Q3 2019	22
CAPITAL ONE, NATIONAL ASSOCIATION	21	1	0.18%	3.71%	6.82%	Q2 2013	Q4 2019	22
MATRIX ASSET ADVISORS INC/NY	22	22	0.05%	0.10%	0.13%	Q2 2018	Q3 2023	22
Pathway Financial Advisors LLC	14	8	0.13%	0.23%	0.46%	Q4 2017	Q3 2023	22
GERMAN AMERICAN BANCORP, INC.	22	22	0.09%	0.11%	0.13%	Q2 2018	Q3 2023	22
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	22	22	0.35%	0.42%	0.56%	Q2 2017	Q3 2022	22
HALL LAURIE J TRUSTEE	13	9	0.07%	0.25%	0.41%	Q4 2017	Q3 2023	22
Freestone Capital Holdings, LLC	17	1	0.00%	3.03%	11.72%	Q4 2015	Q3 2023	22
Arbor Investment Advisors, LLC	22	22	0.12%	0.23%	0.27%	Q2 2018	Q3 2023	22
Donald L. Hagan, LLC	14	8	0.40%	2.90%	9.04%	Q1 2017	Q4 2022	22
GREAT WEST LIFE ASSURANCE CO /CAN/	18	4	0.00%	0.00%	0.01%	Q3 2014	Q3 2022	22
CEDAR CAPITAL, LLC	21	1	0.10%	5.67%	17.38%	Q4 2015	Q3 2021	22
Smith & Howard Wealth Management, LLC	19	3	0.06%	0.23%	0.48%	Q2 2013	Q3 2023	22
MERITAGE PORTFOLIO MANAGEMENT	22	22	0.02%	0.25%	0.60%	Q2 2018	Q3 2023	22
JGP Wealth Management, LLC	22	22	0.07%	0.16%	0.30%	Q2 2018	Q3 2023	22
Royal Fund Management, LLC	11	5	0.03%	0.05%	0.10%	Q3 2017	Q3 2023	22
Brand Asset Management Group, Inc.	22	22	2.11%	2.30%	2.48%	Q2 2018	Q3 2023	22
Covenant Multifamily Offices, LLC	13	1	0.05%	1.32%	10.58%	Q4 2013	Q3 2021	22
Dakota Wealth Management	22	22	0.32%	0.85%	5.25%	Q2 2018	Q3 2023	22
NORTHEAST INVESTMENT MANAGEMENT	22	22	0.09%	0.15%	0.20%	Q2 2018	Q3 2023	22
Schwab Charitable Fund	18	2	0.08%	0.41%	1.40%	Q4 2017	Q3 2023	22
Sonora Investment Management, LLC	20	1	0.01%	0.03%	0.08%	Q3 2015	Q3 2021	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.76%	2.11%	4.23%	Q2 2018	Q3 2023	22
BESSEMER SECURITIES LLC	16	6	15.42%	31.30%	52.53%	Q2 2014	Q3 2022	22
ATLAS CAPITAL ADVISORS LLC	12	10	0.00%	0.03%	0.17%	Q1 2018	Q3 2023	22
CHILTON CAPITAL MANAGEMENT LLC	22	22	0.06%	0.12%	0.15%	Q2 2018	Q3 2023	22
CX Institutional	22	22	1.80%	3.12%	4.43%	Q2 2018	Q3 2023	22
Slow Capital, Inc.	21	1	0.08%	0.40%	0.80%	Q1 2018	Q3 2023	22
Icon Wealth Partners, LLC	19	3	1.95%	7.88%	14.07%	Q4 2017	Q3 2023	22
Whitnell & Co.	14	8	0.00%	0.02%	0.04%	Q2 2013	Q4 2019	22
Benin Management CORP	22	22	0.12%	0.23%	0.39%	Q2 2018	Q3 2023	22
Treasurer of the State of North Carolina	22	22	0.00%	0.06%	0.35%	Q2 2018	Q3 2023	22
MARSHALL & SULLIVAN INC /WA/	20	2	0.50%	1.13%	1.63%	Q2 2013	Q4 2021	22
PFG Advisors	17	5	0.74%	2.78%	7.01%	Q4 2017	Q3 2023	22
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income	22	22	0.07%	0.29%	2.20%	Q1 2017	Q2 2022	22
MATHER GROUP, LLC.	20	1	0.02%	0.59%	1.44%	Q4 2013	Q3 2023	22
Claraphi Advisory Network, LLC	21	21	0.13%	1.51%	12.36%	Q4 2017	Q4 2022	21
VERITY Wealth Advisors	21	21	6.08%	12.67%	15.77%	Q4 2018	Q4 2023	21
Pinnacle Bancorp, Inc.	20	1	0.41%	0.89%	1.27%	Q1 2017	Q3 2023	21
New Vernon Capital Holdings II LLC	21	21	2.64%	20.78%	34.31%	Q3 2018	Q3 2023	21
VOYA INVESTMENT MANAGEMENT LLC	15	2	0.00%	0.15%	0.40%	Q2 2013	Q4 2022	21
FIRST BUSINESS FINANCIAL SERVICES, INC.	20	1	0.10%	0.22%	0.35%	Q3 2014	Q3 2023	21
Fullerton Fund Management Co Ltd.	15	1	0.01%	1.67%	8.59%	Q4 2014	Q3 2023	21
Nuveen Asset Management, LLC	21	21	0.00%	0.03%	0.18%	Q3 2018	Q3 2023	21
MITCHELL MCLEOD PUGH & WILLIAMS INC	21	21	0.17%	0.22%	0.33%	Q3 2018	Q3 2023	21
Reynders McVeigh Capital Management, LLC	13	1	0.02%	0.04%	0.07%	Q2 2016	Q3 2023	21
RETIREMENT CAPITAL STRATEGIES	11	10	0.12%	0.17%	0.57%	Q2 2018	Q3 2023	21
Peachtree Investment Advisors, Inc.	21	21	0.43%	3.60%	7.58%	Q4 2013	Q4 2018	21
Ballast, Inc.	11	10	0.10%	0.25%	0.50%	Q4 2017	Q3 2023	21
Rain Capital Management, LLC	17	4	14.48%	24.66%	52.24%	Q4 2015	Q3 2023	21
PARK AVENUE SECURITIES LLC	14	1	0.06%	10.49%	15.36%	Q4 2015	Q3 2023	21
LVZ, Inc.	19	1	0.08%	0.61%	1.04%	Q4 2017	Q3 2023	21
Nicollet Investment Management, Inc.	18	3	0.10%	0.45%	0.89%	Q4 2017	Q3 2023	21
Starfire Investment Advisers, Inc.	11	10	0.32%	0.38%	0.44%	Q1 2015	Q2 2020	21
Portland Global Advisors LLC	21	21	0.08%	1.53%	3.87%	Q3 2018	Q3 2023	21
Mosaic Financial Partners, Inc.	21	21	0.85%	3.00%	3.88%	Q2 2013	Q2 2018	21
MAKENA CAPITAL MANAGEMENT LLC	17	4	1.18%	5.95%	13.63%	Q3 2014	Q3 2020	21
TRUE Private Wealth Advisors	21	21	0.02%	0.76%	1.57%	Q3 2018	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	1.57%	2.97%	4.02%	Q3 2018	Q3 2023	21
Charles Schwab Investment Advisory, Inc.	12	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	21
REDW Wealth LLC	21	21	0.13%	0.21%	0.32%	Q3 2018	Q3 2023	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.27%	1.99%	2.98%	Q4 2017	Q4 2022	21
EisnerAmper Wealth Management Corporate Benefits, LLC	21	21	0.58%	1.90%	8.33%	Q4 2018	Q4 2023	21
Independent Advisor Alliance	17	1	0.13%	0.67%	4.29%	Q1 2017	Q3 2023	21
Truvestments Capital LLC	19	2	0.14%	0.91%	1.38%	Q2 2018	Q3 2023	21
Hemenway Trust Co LLC	14	3	0.03%	0.05%	0.24%	Q2 2015	Q3 2023	21
DONALDSON CAPITAL MANAGEMENT, LLC	19	1	0.02%	0.03%	0.12%	Q4 2016	Q3 2023	21
MADISON INVESTMENT HOLDINGS INC	21	21	0.01%	0.60%	1.36%	Q3 2014	Q3 2019	21
D.B. Root & Company, LLC	18	3	0.08%	0.33%	1.05%	Q4 2017	Q3 2023	21
OmniStar Financial Group, Inc.	21	21	2.08%	3.74%	5.39%	Q4 2017	Q4 2022	21
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	9	4	0.28%	1.39%	1.93%	Q1 2018	Q3 2023	21
United Capital Management of KS, Inc.	21	21	1.22%	3.33%	6.17%	Q3 2018	Q3 2023	21
Fieldpoint Private Securities, LLC	20	1	0.05%	0.56%	1.07%	Q1 2017	Q2 2022	21
Van Leeuwen & Company, LLC	21	21	0.80%	1.82%	4.92%	Q3 2018	Q3 2023	21
Heritage Way Advisors, LLC	21	21	15.08%	17.81%	20.93%	Q4 2016	Q4 2021	21
Asset Advisors Investment Management, LLC	21	21	0.05%	0.07%	0.08%	Q3 2018	Q3 2023	21
McGuire Investment Group, LLC	21	21	0.16%	0.19%	0.24%	Q3 2018	Q3 2023	21
WBH ADVISORY INC	18	3	0.05%	0.48%	1.27%	Q2 2018	Q3 2023	21
Mizuho Trust & Banking Co., Ltd.	8	1	0.00%	9.59%	100.00%	Q4 2014	Q2 2021	21
WEIK CAPITAL MANAGEMENT	16	5	0.15%	0.39%	0.66%	Q1 2016	Q3 2023	21
FIRST COMMONWEALTH FINANCIAL CORP /PA/	21	21	12.22%	21.25%	25.63%	Q3 2018	Q3 2023	21
Bellecapital International Ltd.	21	21	0.19%	0.46%	0.74%	Q3 2018	Q3 2023	21
OPUS INVESTMENT MANAGEMENT INC	16	5	0.11%	3.38%	13.65%	Q1 2015	Q3 2023	21
ZEKE CAPITAL ADVISORS, LLC	17	4	0.02%	0.10%	0.29%	Q1 2016	Q3 2022	21
Pointe Capital Management LLC	19	1	0.16%	0.26%	0.37%	Q4 2016	Q3 2023	21
Stonehearth Capital Management, LLC	21	21	0.11%	0.15%	0.19%	Q4 2018	Q4 2023	21
Redhawk Wealth Advisors, Inc.	21	21	0.39%	1.97%	3.70%	Q3 2018	Q3 2023	21
ARMSTRONG HENRY H ASSOCIATES INC	21	21	0.03%	0.03%	0.05%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.13%	0.21%	0.33%	Q3 2018	Q3 2023	21
INGALLS & SNYDER LLC	21	21	0.02%	0.03%	0.05%	Q3 2018	Q3 2023	21
Gilman Hill Asset Management, LLC	17	4	0.11%	0.27%	0.52%	Q3 2013	Q4 2018	21
WALLER FINANCIAL PLANNING GROUP, INC	21	21	5.28%	8.88%	13.46%	Q4 2018	Q4 2023	21
BREWIN DOLPHIN LTD	20	20	0.01%	0.04%	0.06%	Q3 2017	Q2 2022	20
KG&L Capital Management,LLC	20	20	0.55%	0.75%	1.06%	Q4 2018	Q3 2023	20
KMG FIDUCIARY PARTNERS, LLC	20	20	6.38%	9.06%	11.02%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	1.59%	2.36%	3.33%	Q4 2017	Q3 2022	20
PRINCETON CAPITAL MANAGEMENT LLC	20	20	0.23%	0.27%	0.36%	Q4 2018	Q3 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.29%	0.64%	0.94%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.62%	0.80%	0.99%	Q2 2016	Q1 2021	20
3EDGE Asset Management, LP	20	20	5.69%	11.23%	18.49%	Q4 2018	Q3 2023	20
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	20	20	2.13%	5.90%	11.24%	Q2 2017	Q1 2022	20
NOMURA ASSET MANAGEMENT CO LTD	12	8	0.00%	0.03%	0.07%	Q3 2018	Q3 2023	20
Bogart Wealth, LLC	20	20	0.00%	0.02%	0.05%	Q4 2018	Q3 2023	20
Stratos Wealth Advisors, LLC	20	20	0.26%	1.31%	2.51%	Q4 2018	Q3 2023	20
Verdence Capital Advisors LLC	20	20	0.08%	0.45%	0.78%	Q4 2018	Q3 2023	20
FOSTER & MOTLEY INC	20	20	0.03%	0.05%	0.06%	Q4 2018	Q3 2023	20
Formidable Asset Management, LLC	14	1	0.03%	0.29%	0.44%	Q1 2017	Q3 2023	20
PEOPLES FINANCIAL SERVICES CORP.	13	1	0.01%	0.53%	1.31%	Q3 2015	Q3 2023	20
Wealthspire Advisors, LLC	20	20	8.35%	11.05%	14.32%	Q4 2018	Q3 2023	20
Ally Invest Advisors Inc.	20	20	20.64%	21.91%	23.77%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	5.46%	6.85%	10.59%	Q4 2015	Q3 2020	20
Nelson Capital Management, LLC	18	1	0.31%	0.77%	4.71%	Q1 2018	Q3 2023	20
DROMS STRAUSS ADVISORS INC /MO/ /ADV	20	20	14.73%	20.53%	26.72%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	2.07%	3.41%	4.85%	Q4 2017	Q4 2022	20
KDI CAPITAL PARTNERS LLC	20	20	0.11%	1.38%	1.91%	Q4 2016	Q3 2021	20
Requisite Capital Management, LLC	20	20	8.14%	13.73%	19.74%	Q4 2018	Q3 2023	20
Executive Wealth Management, LLC	20	20	0.05%	0.13%	0.31%	Q4 2018	Q3 2023	20
BECK MACK & OLIVER LLC	20	20	0.04%	0.05%	0.06%	Q4 2018	Q3 2023	20
BURNS J W & CO INC/NY	20	20	0.05%	0.05%	0.07%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.91%	3.58%	5.87%	Q4 2018	Q3 2023	20
F3Logic, LLC	20	20	0.04%	0.95%	6.00%	Q1 2018	Q4 2022	20
Summit Trail Advisors, LLC	15	2	0.21%	4.92%	12.13%	Q4 2017	Q3 2023	20
VCU Investment Management Co	20	20	9.57%	22.17%	42.94%	Q2 2017	Q1 2022	20
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	12	8	23.47%	35.60%	50.20%	Q4 2015	Q4 2020	20
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX	20	20	0.16%	0.45%	0.72%	Q2 2013	Q1 2018	20
CAMG Solamere Management, LLC	20	20	1.96%	4.18%	10.27%	Q4 2016	Q3 2021	20
Campbell Wealth Management	20	20	2.06%	3.03%	4.41%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.32%	1.39%	2.60%	Q4 2018	Q3 2023	20
Gainplan LLC	19	1	0.12%	1.08%	8.48%	Q4 2016	Q1 2022	20
Farmers & Merchants Trust Co of Long Beach	20	20	0.10%	0.27%	0.37%	Q4 2018	Q3 2023	20
PLIMOTH TRUST CO LLC	20	20	0.17%	0.24%	0.67%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.02%	1.15%	5.45%	Q4 2014	Q3 2019	20
Sandhill Capital Partners LLC	20	20	0.05%	0.11%	0.21%	Q4 2018	Q3 2023	20
United Bank	20	20	0.21%	0.24%	0.31%	Q4 2018	Q3 2023	20
Sanchez Wealth Management Group	20	20	7.11%	8.94%	11.78%	Q4 2018	Q3 2023	20
McCarthy Grittinger Financial Group, LLC	20	20	0.14%	0.21%	0.28%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	1.77%	2.53%	3.30%	Q4 2013	Q3 2018	20
Principle Wealth Partners LLC	20	20	0.04%	0.11%	0.36%	Q4 2018	Q3 2023	20
Elm Partners Management LLC	20	20	0.67%	4.99%	17.83%	Q4 2018	Q3 2023	20
AJ WEALTH STRATEGIES, LLC	20	20	0.04%	0.33%	0.54%	Q3 2018	Q2 2023	20
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	20	20	0.13%	0.50%	1.07%	Q4 2014	Q3 2019	20
Beacon Pointe Advisors, LLC	20	20	1.53%	2.99%	5.79%	Q4 2018	Q3 2023	20
Brio Consultants, LLC	20	20	0.05%	0.18%	0.58%	Q4 2018	Q3 2023	20
Beirne Wealth Consulting Services, LLC	20	20	1.61%	8.65%	12.87%	Q4 2018	Q3 2023	20
JSF Financial, LLC	20	20	13.75%	22.83%	29.00%	Q4 2018	Q3 2023	20
Harel Insurance Investments & Financial Services Ltd.	9	1	0.00%	0.03%	0.15%	Q2 2016	Q3 2023	20
Vectors Research Management, LLC	20	20	0.04%	0.12%	0.24%	Q3 2018	Q2 2023	20
Cooper Financial Group	20	20	1.28%	1.91%	3.28%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	2.68%	7.90%	10.84%	Q4 2018	Q3 2023	20
Essex Savings Bank	20	20	0.25%	1.28%	2.21%	Q4 2018	Q3 2023	20
Elwood & Goetz Wealth Advisory Group, LLC	20	20	0.25%	0.38%	0.75%	Q4 2018	Q3 2023	20
Next Capital Management LLC	20	20	1.73%	8.14%	11.38%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	6.50%	8.95%	11.30%	Q4 2016	Q3 2021	20
Portfolio Strategies, Inc.	16	4	0.02%	0.10%	0.18%	Q4 2017	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.04%	0.27%	1.44%	Q1 2016	Q4 2020	20
Wambolt & Associates, LLC	20	20	0.15%	0.31%	0.55%	Q4 2018	Q3 2023	20
Covenant Partners, LLC	20	20	0.12%	0.16%	0.26%	Q4 2018	Q3 2023	20
Delta Investment Management, LLC	20	20	0.99%	8.30%	64.90%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.10%	0.23%	0.42%	Q4 2018	Q3 2023	20
Full Sail Capital, LLC	20	20	0.12%	0.35%	1.02%	Q4 2018	Q3 2023	20
Benchmark Financial Wealth Advisors, LLC	20	20	0.37%	0.94%	2.46%	Q4 2018	Q3 2023	20
Black Diamond Financial, LLC	20	20	0.73%	0.93%	1.22%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.66%	0.75%	0.89%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.74%	4.77%	9.16%	Q4 2018	Q3 2023	20
TOWNSQUARE CAPITAL LLC	20	20	0.25%	0.47%	0.84%	Q4 2018	Q3 2023	20
Hardy Reed LLC	20	20	2.57%	3.53%	5.14%	Q4 2018	Q3 2023	20
MBM Wealth Consultants, LLC	20	20	0.86%	2.37%	4.06%	Q4 2018	Q3 2023	20
Pettinga Financial Advisors LLC	20	20	6.22%	10.13%	13.72%	Q4 2018	Q3 2023	20
Riverstone Advisors, LLC	20	20	9.22%	11.84%	20.07%	Q4 2018	Q3 2023	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.23%	0.34%	0.71%	Q4 2018	Q3 2023	20
Cynosure Group, LLC	20	20	1.32%	2.65%	4.78%	Q4 2018	Q3 2023	20
WealthOne, LLC	20	20	0.20%	0.27%	0.41%	Q4 2018	Q3 2023	20
Wealthfront Advisers LLC	20	20	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	20
ELEMENT POINTE ADVISORS, LLC	20	20	18.04%	22.17%	35.16%	Q4 2018	Q3 2023	20
Apollon Wealth Management, LLC	20	20	0.25%	1.48%	4.82%	Q4 2018	Q3 2023	20
BRANDYWINE OAK PRIVATE WEALTH LLC	20	20	0.14%	0.20%	0.28%	Q4 2018	Q3 2023	20
Advisory Resource Group	20	20	2.02%	5.21%	11.66%	Q4 2018	Q3 2023	20
Magnus Financial Group LLC	20	20	0.29%	4.25%	11.56%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.49%	0.66%	0.89%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	1.27%	2.13%	2.66%	Q4 2018	Q3 2023	20
Bernardo Wealth Planning LLC	20	20	0.69%	6.15%	9.48%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.24%	0.45%	0.67%	Q4 2018	Q3 2023	20
9258 Wealth Management, LLC	20	20	0.31%	1.39%	2.27%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.26%	1.31%	2.54%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	1.44%	2.29%	5.64%	Q4 2018	Q3 2023	20
Financial Advisors, LLC	20	20	0.25%	0.36%	0.48%	Q4 2018	Q3 2023	20
BROOKS, MOORE & ASSOCIATES, INC.	20	20	0.42%	0.54%	0.82%	Q4 2018	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	2.89%	4.25%	6.85%	Q4 2018	Q3 2023	20
Disciplina Capital Management LLC	20	20	0.08%	2.04%	15.99%	Q4 2018	Q3 2023	20
GARRISON POINT ADVISORS, LLC	20	20	1.10%	1.67%	3.01%	Q4 2018	Q3 2023	20
Outlook Wealth Advisors, LLC	20	20	0.17%	3.70%	8.80%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.55%	1.27%	2.12%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	1.52%	3.34%	4.58%	Q4 2018	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	3.43%	4.86%	7.46%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	2.31%	6.60%	8.54%	Q4 2018	Q3 2023	20
Aspire Private Capital, LLC	20	20	0.34%	0.62%	1.01%	Q4 2018	Q3 2023	20
DAGCO, INC.	20	20	1.29%	3.58%	6.46%	Q4 2018	Q3 2023	20
Tennessee Valley Asset Management Partners	20	20	0.31%	4.85%	8.12%	Q4 2018	Q3 2023	20
Traverso Chambers Private Wealth Management, LLC	20	20	0.61%	0.76%	0.86%	Q4 2018	Q3 2023	20
Human Investing LLC	20	20	3.70%	9.23%	22.89%	Q4 2018	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	6.48%	13.07%	18.01%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	10.21%	11.79%	14.68%	Q4 2018	Q3 2023	20
Peak Financial Management, Inc.	20	20	0.14%	0.37%	0.65%	Q4 2018	Q3 2023	20
GYL FINANCIAL SYNERGIES, LLC	20	20	0.98%	3.14%	5.02%	Q4 2018	Q3 2023	20
Frisch Financial Group, Inc.	20	20	0.14%	0.62%	3.41%	Q4 2018	Q3 2023	20
Strategic Blueprint, LLC	20	20	0.46%	0.65%	0.89%	Q4 2018	Q3 2023	20
JANUS HENDERSON GROUP PLC	12	3	0.00%	0.02%	0.05%	Q2 2017	Q3 2023	20
FIL Ltd	20	20	0.03%	0.16%	0.50%	Q4 2018	Q3 2023	20
AMERICAN INTERNATIONAL GROUP, INC.	15	2	0.06%	0.28%	1.20%	Q2 2013	Q3 2021	20
Global Wealth Management Investment Advisory, Inc.	20	20	1.93%	2.47%	2.86%	Q4 2018	Q3 2023	20
American Financial Advisors, LLC	20	20	0.14%	0.20%	0.28%	Q4 2018	Q3 2023	20
MARK SHEPTOFF FINANCIAL PLANNING, LLC	20	20	0.00%	0.03%	0.12%	Q4 2018	Q3 2023	20
Haverford Financial Services, Inc.	19	1	0.11%	0.15%	0.50%	Q4 2015	Q3 2023	20
Omega Financial Group, LLC	20	20	1.04%	2.80%	3.97%	Q4 2018	Q3 2023	20
ROMAN BUTLER FULLERTON & CO	20	20	0.82%	0.97%	1.24%	Q4 2018	Q3 2023	20
Bay Harbor Wealth Management, LLC	20	20	1.20%	6.34%	12.63%	Q4 2018	Q3 2023	20
TEXAS PERMANENT SCHOOL FUND CORP	12	8	0.00%	0.17%	1.22%	Q1 2013	Q1 2023	20
Wellesley Investment Partners, LLC	20	20	8.63%	9.63%	11.65%	Q4 2015	Q3 2020	20
Trek Financial, LLC	20	20	1.01%	2.10%	4.75%	Q4 2018	Q3 2023	20
ERn Financial, LLC	20	20	0.29%	0.54%	0.87%	Q4 2018	Q3 2023	20
O'Brien Greene & Co. Inc	20	20	0.11%	0.30%	0.56%	Q4 2018	Q3 2023	20
Atwater Malick LLC	20	20	0.42%	0.66%	0.86%	Q4 2018	Q3 2023	20
Rikoon Group, LLC	19	19	0.82%	0.90%	1.37%	Q3 2016	Q1 2021	19
Schoolcraft Capital LLC	19	19	7.65%	9.98%	12.20%	Q1 2019	Q3 2023	19
GUGGENHEIM CAPITAL LLC	17	1	0.00%	0.05%	0.72%	Q2 2013	Q1 2021	19
BOENNING & SCATTERGOOD, INC.	19	19	0.37%	0.44%	0.55%	Q2 2018	Q4 2022	19
One Day In July LLC	11	8	0.10%	0.26%	1.14%	Q4 2018	Q3 2023	19
MEANS INVESTMENT CO., INC.	19	19	0.13%	0.14%	0.19%	Q1 2019	Q3 2023	19
TFG Advisers LLC	14	5	0.11%	0.13%	0.20%	Q4 2018	Q3 2023	19
Archer Investment Corp	10	9	0.13%	0.22%	0.41%	Q4 2018	Q3 2023	19
TSFG, LLC	19	19	0.35%	0.45%	0.69%	Q1 2019	Q3 2023	19
FRONTIER INVESTMENT MGMT CO	13	6	0.03%	0.10%	0.19%	Q1 2015	Q2 2020	19
Weaver Consulting Group	19	19	0.56%	1.39%	1.77%	Q1 2019	Q3 2023	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.40%	0.60%	0.96%	Q1 2019	Q3 2023	19
Bremer Bank National Association	19	19	0.37%	0.50%	0.63%	Q1 2019	Q3 2023	19
OUTFITTER ADVISORS, LTD.	19	19	0.14%	0.16%	0.21%	Q4 2013	Q2 2018	19
Cornerstone Wealth Group, LLC	19	19	2.65%	5.00%	8.37%	Q1 2019	Q3 2023	19
RDA Financial Network	19	19	0.14%	0.26%	0.44%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.42%	0.94%	1.09%	Q1 2019	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	0.56%	0.70%	0.94%	Q1 2019	Q3 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.61%	0.80%	1.22%	Q1 2019	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	1.30%	8.03%	14.28%	Q4 2018	Q3 2023	19
HOWARD FINANCIAL SERVICES, LTD.	18	1	0.11%	1.10%	2.35%	Q4 2018	Q3 2023	19
Advisors Capital Management, LLC	17	1	0.01%	0.18%	0.74%	Q4 2015	Q3 2023	19
Western Wealth Management, LLC	11	8	1.19%	1.63%	2.21%	Q4 2018	Q3 2023	19
PRENTISS SMITH & CO INC	15	1	0.01%	0.42%	1.03%	Q3 2017	Q3 2023	19
WestEnd Advisors, LLC	14	1	0.00%	0.02%	0.18%	Q4 2014	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.56%	1.10%	2.44%	Q2 2013	Q4 2017	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.00%	0.31%	0.35%	Q3 2018	Q3 2023	19
Cabot-Wellington, LLC	11	8	0.08%	0.40%	0.76%	Q3 2014	Q3 2022	19
New World Advisors LLC	10	9	0.90%	2.34%	3.71%	Q4 2018	Q3 2023	19
MA Private Wealth	15	4	2.54%	4.02%	7.51%	Q4 2018	Q3 2023	19
SOLARIS ASSET MANAGEMENT LLC	18	1	0.00%	0.06%	0.52%	Q2 2013	Q3 2018	19
PROFFITT & GOODSON INC	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	3.10%	4.45%	6.02%	Q1 2019	Q3 2023	19
AMI INVESTMENT MANAGEMENT INC	19	19	0.16%	0.32%	0.74%	Q4 2017	Q2 2022	19
Fairhaven Wealth Management, LLC	17	2	9.96%	12.34%	14.06%	Q4 2018	Q3 2023	19
Lantz Financial LLC	19	19	7.45%	8.58%	10.09%	Q1 2019	Q3 2023	19
Paradigm Financial Partners, LLC	19	19	0.10%	0.19%	0.34%	Q1 2019	Q3 2023	19
TimeScale Financial, Inc.	19	19	9.74%	22.54%	27.81%	Q4 2018	Q2 2023	19
SlateStone Wealth, LLC	19	19	0.11%	0.20%	0.50%	Q1 2019	Q3 2023	19
Marquette Asset Management, LLC	19	19	0.01%	0.02%	0.03%	Q1 2019	Q3 2023	19
PLANNING DIRECTIONS INC	14	1	0.19%	0.23%	0.27%	Q3 2018	Q3 2023	19
Inlet Private Wealth, LLC	19	19	0.16%	0.24%	0.64%	Q1 2019	Q3 2023	19
WEST CHESTER CAPITAL ADVISORS, INC	12	7	0.44%	0.88%	1.54%	Q1 2018	Q3 2023	19
Bell Rock Capital LLC	16	1	0.16%	0.30%	0.50%	Q4 2016	Q3 2022	19
GFS Advisors, LLC	15	1	0.03%	0.32%	0.76%	Q2 2013	Q3 2023	19
HighTower Trust Company, N.A.	10	3	0.02%	0.34%	0.53%	Q4 2016	Q1 2023	19
Insight Wealth Strategies, LLC	18	1	0.05%	0.15%	0.48%	Q4 2018	Q3 2023	19
First National Bank of South Miami	19	19	3.10%	3.87%	4.70%	Q4 2018	Q2 2023	19
Altium Wealth Management LLC	19	19	0.08%	0.11%	0.23%	Q4 2017	Q2 2022	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.83%	2.06%	4.85%	Q1 2019	Q3 2023	19
Lenox Wealth Management, Inc.	19	19	0.08%	0.23%	0.48%	Q4 2015	Q2 2020	19
FLOW TRADERS U.S. LLC	5	1	0.01%	1.13%	4.29%	Q2 2013	Q2 2023	19
DELTA ASSET MANAGEMENT LLC/TN	19	19	0.03%	0.04%	0.05%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.88%	1.27%	2.57%	Q4 2017	Q2 2022	19
Titus Wealth Management	19	19	0.40%	0.78%	1.21%	Q4 2017	Q2 2022	19
NATIONAL PLANNING CORP	19	19	0.72%	1.19%	2.93%	Q2 2013	Q4 2017	19
IFC Holdings Incorporated/FL	19	19	0.61%	1.00%	1.40%	Q2 2013	Q4 2017	19
180 WEALTH ADVISORS, LLC	19	19	0.13%	0.23%	0.28%	Q1 2019	Q3 2023	19
Investors Research Corp	19	19	0.08%	0.84%	1.17%	Q1 2019	Q3 2023	19
&PARTNERS	17	2	0.50%	2.31%	4.06%	Q4 2018	Q3 2023	19
Virtue Capital Management, LLC	12	2	0.05%	0.39%	0.91%	Q4 2017	Q3 2023	19
Hall Kathryn A.	19	19	0.16%	0.32%	0.54%	Q1 2019	Q3 2023	19
Conrad N. Hilton Foundation	12	1	4.93%	24.70%	58.62%	Q4 2017	Q4 2022	19
Stratos Investment Management, LLC	19	19	2.20%	3.55%	6.89%	Q1 2019	Q3 2023	19
Wechter Feldman Wealth Management, Inc.	19	19	1.10%	7.87%	12.93%	Q4 2016	Q2 2021	19
WELLINGTON MANAGEMENT GROUP LLP	18	1	0.00%	0.02%	0.04%	Q4 2016	Q3 2023	19
Visionary Asset Management, Inc.	12	7	0.26%	6.20%	26.13%	Q2 2013	Q4 2018	19
Shamrock Asset Management LLC	12	1	0.01%	0.23%	1.10%	Q4 2013	Q3 2019	19
NVWM, LLC	17	1	0.00%	0.40%	2.37%	Q4 2017	Q2 2023	19
McAdam, LLC	15	1	0.05%	0.64%	1.39%	Q1 2018	Q3 2023	19
WILLIAMS JONES & ASSOCIATES LLC	19	19	0.02%	0.08%	0.14%	Q4 2014	Q2 2019	19
Russell Investments Group, Ltd.	10	2	0.00%	0.06%	0.86%	Q1 2018	Q3 2023	19
Ayalon Insurance Comp Ltd.	19	19	0.03%	0.50%	1.32%	Q1 2019	Q3 2023	19
D L CARLSON INVESTMENT GROUP INC	19	19	0.18%	0.26%	0.38%	Q1 2019	Q3 2023	19
Riverview Trust Co	19	19	0.00%	0.06%	0.32%	Q1 2019	Q3 2023	19
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD	12	7	3.37%	23.35%	40.46%	Q1 2014	Q4 2018	19
Zions Bancorporation, N.A.	19	19	0.09%	0.29%	0.67%	Q1 2019	Q3 2023	19
US FINANCIAL ADVISORS, LLC	12	7	0.59%	7.29%	11.54%	Q4 2014	Q3 2023	19
Clarius Group, LLC	19	19	0.05%	0.07%	0.12%	Q1 2019	Q3 2023	19
SHAKESPEARE WEALTH MANAGEMENT, INC.	19	19	0.12%	0.17%	0.23%	Q1 2019	Q3 2023	19
SOUTH TEXAS MONEY MANAGEMENT LTD	17	2	0.01%	0.04%	0.12%	Q3 2014	Q3 2019	19
NORTH STAR ASSET MANAGEMENT INC	18	18	0.02%	0.03%	0.07%	Q2 2019	Q3 2023	18
Strategic Wealth Partners, Ltd.	10	8	0.13%	0.86%	5.45%	Q4 2017	Q1 2023	18
Selective Wealth Management, Inc.	15	3	0.34%	1.31%	3.16%	Q2 2019	Q4 2023	18
Almanack Investment Partners, LLC.	18	18	0.06%	0.26%	0.61%	Q2 2019	Q3 2023	18
PRW Wealth Management LLC	16	1	0.88%	15.64%	22.12%	Q4 2018	Q3 2023	18
SVB WEALTH LLC	18	18	1.99%	4.54%	7.05%	Q2 2019	Q3 2023	18
Silicon Valley Capital Partners	14	4	0.06%	0.13%	0.21%	Q1 2019	Q3 2023	18
JT Stratford LLC	14	1	0.74%	1.99%	3.09%	Q3 2018	Q3 2023	18
UBP Investment Advisors SA	17	1	0.57%	2.41%	3.43%	Q4 2017	Q3 2022	18
SUMMIT FINANCIAL GROUP, INC.	18	18	1.30%	1.57%	1.84%	Q2 2019	Q3 2023	18
Northeast Financial Consultants Inc	18	18	0.02%	0.16%	0.40%	Q2 2019	Q3 2023	18
Mathes Company, Inc.	18	18	0.15%	0.19%	0.22%	Q1 2014	Q2 2018	18
PATTON FUND MANAGEMENT, INC.	18	18	0.08%	5.03%	22.82%	Q2 2019	Q3 2023	18
SENTRY INVESTMENT MANAGEMENT LLC	18	18	6.47%	7.47%	8.21%	Q2 2013	Q3 2017	18
Shulman DeMeo Asset Management LLC	9	9	2.05%	2.63%	7.49%	Q1 2019	Q3 2023	18
Abundance Wealth Counselors	11	1	23.39%	27.84%	40.02%	Q4 2018	Q3 2023	18
Semmax Financial Advisors Inc.	17	1	0.00%	0.02%	0.14%	Q4 2018	Q3 2023	18
Pembroke Management, LTD	18	18	0.09%	0.73%	1.55%	Q2 2019	Q3 2023	18
EFG Asset Management (Americas) Corp.	16	1	0.04%	0.39%	1.00%	Q4 2014	Q3 2023	18
HARTFORD INVESTMENT MANAGEMENT CO	10	1	0.01%	0.13%	0.97%	Q3 2018	Q3 2023	18
BBR PARTNERS, LLC	11	1	0.04%	0.30%	0.62%	Q3 2014	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.47%	0.71%	1.28%	Q2 2013	Q3 2017	18
AMERICAN CENTURY COMPANIES INC	14	4	0.00%	0.01%	0.01%	Q1 2019	Q3 2023	18
ABNER HERRMAN & BROCK LLC	13	5	0.03%	0.06%	0.10%	Q1 2018	Q3 2023	18
ROCKY MOUNTAIN ADVISERS, LLC	13	5	0.01%	1.72%	3.63%	Q3 2017	Q3 2023	18
FIFTH THIRD SECURITIES, INC.	8	1	0.35%	2.42%	3.20%	Q1 2016	Q3 2023	18
CYPRESS CAPITAL MANAGEMENT LLC	13	5	0.04%	0.10%	0.18%	Q2 2017	Q3 2022	18
Meridian Wealth Advisors, LLC	17	1	0.01%	7.29%	10.02%	Q4 2018	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.78%	1.06%	1.48%	Q2 2013	Q3 2017	18
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	14	4	0.16%	0.54%	0.73%	Q1 2019	Q3 2023	18
Financial Advisors Network, Inc.	17	1	0.10%	0.20%	0.38%	Q4 2018	Q3 2023	18
TOCQUEVILLE ASSET MANAGEMENT L.P.	14	4	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	18
TOWER BRIDGE ADVISORS	18	18	0.03%	0.07%	0.15%	Q4 2017	Q1 2022	18
Ackerman Capital Advisors, LLC	18	18	0.00%	0.60%	1.40%	Q2 2019	Q3 2023	18
Jacobus Wealth Management, Inc.	18	18	0.32%	0.45%	0.73%	Q2 2013	Q3 2017	18
Realta Investment Advisors	14	4	0.10%	0.19%	0.29%	Q1 2019	Q3 2023	18
Tranquility Partners, LLC	18	18	1.04%	1.26%	1.57%	Q2 2019	Q3 2023	18
Clear Creek Financial Management, LLC	18	18	2.17%	3.53%	10.78%	Q2 2019	Q3 2023	18
Sound View Wealth Advisors Group, LLC	18	18	0.15%	0.18%	0.29%	Q2 2019	Q3 2023	18
Corundum Group, Inc.	7	4	0.14%	0.39%	2.55%	Q3 2017	Q3 2022	18
Independence Advisors, LLC	18	18	0.12%	0.15%	0.27%	Q2 2016	Q3 2020	18
Rock Creek Group, LP	18	18	0.05%	0.45%	3.46%	Q2 2019	Q3 2023	18
Clear Perspective Advisors, LLC	18	18	0.08%	0.17%	0.47%	Q3 2017	Q4 2021	18
Merit Financial Group, LLC	17	1	0.06%	1.33%	3.02%	Q2 2018	Q3 2023	18
ROCKEFELLER FINANCIAL SERVICES INC	18	18	0.00%	0.01%	0.02%	Q3 2013	Q4 2017	18
SECURITY BENEFIT LIFE INSURANCE CO /KS/	10	8	0.30%	12.20%	39.10%	Q4 2018	Q3 2023	18
Burleson & Company, LLC	18	18	0.18%	1.89%	6.05%	Q3 2018	Q4 2022	18
DAVIDSON & GARRARD INC	18	18	0.65%	1.13%	2.36%	Q2 2013	Q3 2017	18
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	16	2	0.07%	0.24%	0.50%	Q2 2013	Q3 2023	18
Intelligence Driven Advisers, LLC	18	18	0.42%	3.42%	7.09%	Q2 2019	Q3 2023	18
Vestmark Advisory Solutions, Inc.	15	3	0.20%	0.38%	0.51%	Q1 2019	Q3 2023	18
GAMBLE JONES INVESTMENT COUNSEL	18	18	0.05%	0.16%	0.20%	Q3 2018	Q4 2022	18
TPG Financial Advisors, LLC	18	18	0.34%	0.43%	0.55%	Q2 2019	Q3 2023	18
Private Vista, LLC	18	18	0.14%	0.25%	0.69%	Q1 2016	Q2 2020	18
J. L. Bainbridge & Co., Inc.	18	18	0.04%	0.13%	0.18%	Q2 2019	Q3 2023	18
MURPHY CAPITAL MANAGEMENT INC	18	18	0.04%	0.10%	0.17%	Q1 2018	Q2 2022	18
CONFLUENCE INVESTMENT MANAGEMENT LLC	14	1	0.01%	0.02%	0.05%	Q4 2014	Q4 2022	18
Greenwich Wealth Management LLC	18	18	0.04%	0.08%	0.19%	Q2 2019	Q3 2023	18
DeGreen Capital Management LLC	18	18	0.32%	9.11%	19.78%	Q2 2017	Q3 2021	18
THOROUGHBRED FINANCIAL SERVICES, LLC	17	1	0.41%	0.63%	0.81%	Q1 2019	Q3 2023	18
Ferris Capital, LLC	14	1	0.08%	1.59%	2.90%	Q2 2017	Q1 2022	18
Southeast Asset Advisors Inc.	17	17	0.12%	0.16%	0.19%	Q3 2019	Q3 2023	17
Astor Investment Management LLC	16	1	0.12%	8.96%	13.10%	Q1 2014	Q4 2018	17
BKS ADVISORS, LLC	17	17	0.10%	0.22%	0.31%	Q1 2015	Q1 2019	17
GeoWealth Management, LLC	12	5	0.11%	0.58%	0.96%	Q2 2019	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.53%	0.85%	1.33%	Q3 2019	Q3 2023	17
Fort Sheridan Advisors LLC	11	6	0.18%	0.32%	0.57%	Q4 2018	Q3 2023	17
Municipal Employees' Retirement System of Michigan	17	17	13.22%	22.88%	42.55%	Q3 2019	Q3 2023	17
RELIANCE TRUST CO OF DELAWARE	11	1	0.03%	0.09%	0.12%	Q2 2013	Q1 2019	17
FORTE CAPITAL LLC /ADV	14	1	0.06%	0.45%	0.62%	Q4 2016	Q3 2023	17
Citizens Business Bank	17	17	0.04%	0.13%	0.33%	Q3 2019	Q3 2023	17
WFG Advisors, LP	17	17	0.02%	0.17%	0.29%	Q2 2013	Q2 2017	17
Squarepoint Ops LLC	5	1	0.01%	3.19%	22.54%	Q1 2016	Q1 2023	17
Quadrant Private Wealth Management, LLC	12	1	0.19%	0.83%	1.64%	Q4 2017	Q3 2023	17
IFG Advisory, LLC	17	17	0.37%	0.67%	0.91%	Q3 2019	Q3 2023	17
Axiom Investment Management LLC	17	17	0.16%	0.95%	1.74%	Q4 2018	Q4 2022	17
Smart Portfolios, LLC	9	4	0.22%	1.20%	2.73%	Q1 2019	Q3 2023	17
Townsend & Associates, Inc	13	4	0.02%	3.36%	16.04%	Q4 2017	Q3 2022	17
JACOBSON & SCHMITT ADVISORS, LLC	13	1	0.07%	0.22%	0.33%	Q1 2017	Q3 2021	17
Vigilare Wealth Management	17	17	1.36%	2.12%	3.09%	Q4 2019	Q4 2023	17
Hamilton Capital, LLC	16	1	0.05%	0.15%	0.50%	Q4 2018	Q3 2023	17
BAHL & GAYNOR INC	17	17	0.00%	0.01%	0.03%	Q1 2014	Q1 2018	17
Concert Wealth Management Inc.	17	17	0.25%	0.87%	1.68%	Q2 2013	Q2 2017	17
Ruggie Capital Group	13	1	0.12%	0.77%	3.77%	Q4 2014	Q3 2019	17
HHM Wealth Advisors, LLC	17	17	0.12%	0.21%	0.31%	Q3 2019	Q3 2023	17
Dana Investment Advisors, Inc.	13	1	0.01%	0.02%	0.07%	Q1 2018	Q3 2023	17
VisionPoint Advisory Group, LLC	13	4	0.03%	0.64%	2.96%	Q4 2018	Q3 2023	17
CAPSTONE ASSET MANAGEMENT CO	17	17	0.22%	0.33%	0.45%	Q2 2013	Q2 2017	17
Dougherty Wealth Advisers LLC	17	17	0.21%	0.54%	0.86%	Q4 2018	Q4 2022	17
Hotaling Investment Management, LLC	17	17	0.11%	0.14%	0.21%	Q4 2018	Q4 2022	17
Baldrige Asset Management LLC	17	17	2.77%	3.49%	4.70%	Q1 2019	Q1 2023	17
BREITER CAPITAL MANAGEMENT INC	13	4	0.92%	1.48%	2.31%	Q4 2017	Q1 2022	17
TrinityPoint Wealth, LLC	17	17	0.06%	0.10%	0.13%	Q3 2019	Q3 2023	17
1st Global Advisors, Inc.	17	17	0.13%	15.32%	19.40%	Q2 2013	Q2 2017	17
ARGENT CAPITAL MANAGEMENT LLC	5	1	0.01%	0.10%	0.70%	Q4 2014	Q3 2023	17
ALTERNA WEALTH MANAGEMENT, INC	9	8	0.11%	2.73%	5.47%	Q4 2018	Q3 2023	17
FIDUCIARY MANAGEMENT INC /WI/	5	1	0.00%	0.06%	0.36%	Q4 2013	Q4 2022	17
Lehman & Derafelo Financial Resources LLC	17	17	0.65%	2.65%	4.08%	Q4 2018	Q4 2022	17
RONALD BLUE & CO LLC	17	17	0.08%	0.20%	0.59%	Q2 2013	Q2 2017	17
GILL CAPITAL PARTNERS, LLC	16	1	0.13%	0.16%	0.25%	Q4 2018	Q4 2023	17
SHEPHERD KAPLAN KROCHUK, LLC	13	4	0.11%	0.54%	2.01%	Q4 2017	Q3 2023	17
LAKE STREET PRIVATE WEALTH, LLC	10	7	0.08%	0.76%	1.18%	Q2 2019	Q3 2023	17
Tolleson Wealth Management, Inc.	17	17	0.48%	0.57%	0.76%	Q3 2019	Q3 2023	17
Williams Jones Wealth Management, LLC.	17	17	0.12%	0.13%	0.16%	Q3 2019	Q3 2023	17
America First Investment Advisors, LLC	16	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2021	17
Hubbell Strickland Wealth Management, LLC	17	17	5.43%	8.19%	9.15%	Q3 2019	Q3 2023	17
OPPENHEIMER ASSET MANAGEMENT INC.	15	2	0.00%	0.03%	0.07%	Q1 2017	Q2 2021	17
Avion Wealth	17	17	0.14%	0.28%	0.98%	Q3 2019	Q3 2023	17
Geneva Advisors, LLC	17	17	0.02%	0.05%	0.10%	Q2 2013	Q2 2017	17
Physician Wealth Advisors, Inc.	17	17	16.34%	18.64%	24.69%	Q3 2019	Q3 2023	17
Pacifica Partners Inc.	17	17	0.53%	1.01%	1.56%	Q4 2019	Q4 2023	17
Soundwatch Capital LLC	16	16	0.46%	46.56%	96.71%	Q4 2019	Q3 2023	17
CUTLER INVESTMENT COUNSEL LLC	17	17	0.19%	0.48%	0.90%	Q3 2019	Q3 2023	17
DOW CHEMICAL CO /DE/	17	17	6.40%	8.92%	12.44%	Q2 2013	Q2 2017	17
Aptus Capital Advisors, LLC	17	17	0.01%	0.03%	0.06%	Q3 2019	Q3 2023	17
Blue Chip Partners, LLC	16	16	0.03%	0.05%	0.10%	Q4 2019	Q3 2023	16
BlackRock Group LTD	15	15	0.00%	0.18%	0.34%	Q2 2013	Q4 2016	16
EVERETT HARRIS & CO /CA/	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	16	16	0.22%	0.30%	0.53%	Q4 2019	Q3 2023	16
SADOFF INVESTMENT MANAGEMENT LLC	16	16	0.02%	0.02%	0.04%	Q4 2018	Q3 2022	16
CIBC Asset Management Inc	16	16	0.07%	0.11%	0.13%	Q4 2019	Q3 2023	16
SUMITOMO MITSUI FINANCIAL GROUP, INC.	10	2	0.18%	15.08%	36.34%	Q4 2016	Q3 2021	16
HOWLAND CAPITAL MANAGEMENT LLC	16	16	0.02%	0.02%	0.04%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	0.08%	0.17%	0.47%	Q2 2013	Q1 2017	16
PHILADELPHIA TRUST CO	13	3	0.02%	0.10%	0.15%	Q2 2017	Q3 2023	16
UBS AG	6	6	0.00%	0.05%	0.16%	Q2 2013	Q3 2014	16
NICHOLS & PRATT ADVISERS LLP /MA	8	2	0.02%	0.02%	0.03%	Q2 2018	Q3 2023	16
STRATEGY ASSET MANAGERS LLC	16	16	0.27%	0.55%	0.99%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.04%	0.14%	0.31%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	2.83%	3.15%	3.57%	Q4 2019	Q3 2023	16
DIVIDEND ASSETS CAPITAL, LLC	15	1	0.00%	0.05%	0.06%	Q2 2016	Q3 2023	16
Seascape Capital Management	16	16	0.26%	0.33%	0.43%	Q4 2019	Q3 2023	16
Argent Advisors, Inc.	16	16	3.88%	4.88%	7.21%	Q4 2019	Q3 2023	16
Ensign Peak Advisors, Inc	16	16	0.13%	0.33%	0.73%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	1.17%	1.58%	2.17%	Q4 2019	Q3 2023	16
Asset Allocation & Management Company, LLC	16	16	2.92%	6.05%	13.46%	Q4 2019	Q3 2023	16
DFPG INVESTMENTS, LLC	16	16	0.12%	0.46%	1.70%	Q4 2019	Q3 2023	16
WEALTHFRONT Corp	11	1	0.00%	0.01%	0.02%	Q2 2014	Q3 2018	16
Silverleafe Capital Partners, LLC	16	16	0.28%	4.71%	6.77%	Q1 2020	Q4 2023	16
Moneda S.A. Administradora General de Fondos	16	16	1.38%	2.97%	4.51%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.32%	0.41%	0.64%	Q4 2019	Q3 2023	16
Clarkston Capital Partners, LLC	14	1	0.00%	0.02%	0.05%	Q1 2019	Q3 2023	16
Risk Paradigm Group, LLC	16	16	0.19%	2.63%	4.93%	Q1 2015	Q4 2018	16
Harvest Investment Services, LLC	14	1	0.20%	0.34%	0.65%	Q4 2018	Q3 2023	16
Checchi Capital Advisers, LLC	16	16	0.02%	0.07%	0.16%	Q4 2019	Q3 2023	16
NextCapital Advisers, Inc.	16	16	28.62%	30.95%	34.85%	Q3 2018	Q2 2022	16
Teamwork Financial Advisors, LLC	16	16	0.15%	0.27%	0.61%	Q4 2019	Q3 2023	16
Capital Planning Advisors, LLC	10	2	0.04%	0.28%	0.78%	Q2 2017	Q3 2023	16
Farmers National Bank	11	2	0.07%	0.20%	0.31%	Q4 2014	Q2 2019	16
Trexquant Investment LP	12	2	0.01%	0.12%	0.46%	Q2 2019	Q3 2023	16
True North Advisors, LLC	16	16	0.11%	0.14%	0.20%	Q4 2019	Q3 2023	16
Elgethun Capital Management	15	1	0.01%	0.26%	0.36%	Q4 2016	Q3 2023	16
Integrated Advisors Network LLC	16	16	1.24%	2.96%	3.84%	Q4 2019	Q3 2023	16
CAPITAL INSIGHT PARTNERS, LLC	16	16	2.18%	2.63%	3.38%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.24%	0.47%	1.10%	Q4 2019	Q3 2023	16
Capital Asset Advisory Services LLC	16	16	0.06%	0.17%	0.41%	Q4 2019	Q3 2023	16
Mass General Brigham, Inc	11	5	31.86%	60.85%	100.00%	Q4 2018	Q2 2023	16
LYELL WEALTH MANAGEMENT, LP	16	16	0.07%	0.24%	0.34%	Q4 2019	Q3 2023	16
Faithward Advisors, LLC	11	5	0.12%	0.20%	0.33%	Q3 2019	Q3 2023	16
Varma Mutual Pension Insurance Co	12	4	0.16%	9.32%	24.62%	Q4 2017	Q4 2021	16
TFO Wealth Partners, LLC	16	16	0.00%	2.19%	7.04%	Q4 2019	Q3 2023	16
AlphaCore Capital LLC	16	16	0.08%	2.15%	20.50%	Q4 2019	Q3 2023	16
DeDora Capital, Inc.	9	7	0.18%	5.25%	7.89%	Q3 2019	Q3 2023	16
Security National Bank	12	4	0.13%	0.33%	0.79%	Q1 2019	Q3 2023	16
Tower View Wealth Management LLC	14	2	0.01%	0.02%	0.10%	Q3 2019	Q3 2023	16
Holistic Financial Partners	14	1	0.01%	0.52%	1.79%	Q1 2018	Q2 2023	16
Foresight Wealth Management, LLC	16	16	0.01%	0.75%	2.79%	Q4 2018	Q3 2022	16
VIRIDIAN RIA, LLC	14	2	0.46%	0.60%	0.81%	Q1 2018	Q1 2022	16
55I, LLC	16	16	4.14%	6.88%	10.87%	Q4 2018	Q3 2022	16
Ford Financial Group, LLC	15	1	0.15%	1.55%	2.71%	Q4 2018	Q4 2022	16
Clearshares LLC	12	4	3.47%	4.39%	5.78%	Q4 2017	Q4 2021	16
ISLAY CAPITAL MANAGEMENT, LLC	16	16	0.84%	1.53%	2.11%	Q4 2019	Q3 2023	16
Financial Gravity Asset Management, Inc.	6	2	0.00%	0.10%	0.52%	Q2 2018	Q3 2023	16
Foundations Investment Advisors, LLC	14	2	0.03%	1.37%	4.18%	Q2 2018	Q3 2023	16
Providence Wealth Advisors, LLC	12	1	0.20%	0.37%	0.84%	Q3 2018	Q1 2023	16
Centric Wealth Management	12	1	0.72%	1.00%	1.68%	Q4 2018	Q3 2023	16
Andesa Financial Management Inc.	16	16	0.53%	1.78%	2.46%	Q2 2019	Q1 2023	16
Alera Investment Advisors, LLC	14	2	0.03%	0.13%	0.27%	Q4 2018	Q3 2023	16
Compton Wealth Advisory Group, LLC	16	16	0.18%	0.27%	0.42%	Q4 2019	Q3 2023	16
Kore Private Wealth LLC	16	16	0.05%	1.26%	2.57%	Q4 2018	Q3 2022	16
Apexium Financial, LP	16	16	5.52%	8.70%	14.09%	Q4 2019	Q3 2023	16
TRUEFG, LLC	16	16	2.30%	3.08%	3.57%	Q4 2019	Q3 2023	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	14	1	0.14%	0.45%	1.22%	Q4 2018	Q3 2023	16
Clarity Wealth Advisors, LLC	16	16	0.43%	0.48%	0.52%	Q4 2019	Q3 2023	16
ERTS Wealth Advisors, LLC	16	16	0.08%	5.25%	18.14%	Q4 2018	Q3 2022	16
Core Wealth Advisors, Inc.	16	16	13.23%	30.05%	37.43%	Q4 2019	Q3 2023	16
CCG WEALTH MANAGEMENT, LLC	11	5	0.17%	0.31%	0.55%	Q1 2019	Q3 2023	16
Oldfather Financial Services, LLC	16	16	1.42%	1.75%	2.25%	Q4 2019	Q3 2023	16
MBE Wealth Management, LLC	16	16	18.69%	23.94%	30.46%	Q4 2019	Q3 2023	16
PSI Advisors, LLC	16	16	1.55%	5.56%	10.08%	Q4 2019	Q3 2023	16
IEQ CAPITAL, LLC	16	16	0.49%	0.68%	1.16%	Q4 2019	Q3 2023	16
Meridian Wealth Partners, LLC	16	16	0.30%	0.87%	1.18%	Q4 2019	Q3 2023	16
Red Door Wealth Management, LLC	16	16	0.75%	1.60%	2.70%	Q4 2019	Q3 2023	16
Marcum Wealth, LLC	16	16	9.26%	13.99%	20.54%	Q4 2019	Q3 2023	16
ESL Trust Services, LLC	16	16	14.90%	17.45%	29.11%	Q4 2019	Q3 2023	16
HILLTOP WEALTH ADVISORS, LLC	16	16	0.23%	3.67%	14.40%	Q4 2019	Q3 2023	16
TBH Global Asset Management, LLC	16	16	6.04%	7.85%	9.08%	Q4 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.40%	0.73%	1.16%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.02%	5.46%	9.04%	Q3 2019	Q3 2023	16
Banque Cantonale Vaudoise	16	16	0.12%	0.15%	0.23%	Q4 2019	Q3 2023	16
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	16	16	0.14%	0.18%	0.20%	Q4 2019	Q3 2023	16
ARBOR TRUST WEALTH ADVISORS, LLC	16	16	1.57%	1.69%	1.88%	Q4 2019	Q3 2023	16
Lineweaver Wealth Advisors, LLC	16	16	8.44%	12.32%	15.53%	Q4 2019	Q3 2023	16
Beaumont Asset Management, L.L.C.	16	16	18.74%	21.09%	24.11%	Q4 2019	Q3 2023	16
Provident Wealth Management, LLC	16	16	0.06%	0.10%	0.14%	Q4 2019	Q3 2023	16
Live Oak Private Wealth LLC	16	16	0.10%	0.34%	1.08%	Q4 2019	Q3 2023	16
PFG Private Wealth Management, LLC	16	16	0.34%	5.43%	11.21%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	0.09%	0.23%	0.48%	Q4 2019	Q3 2023	16
Sunburst Financial Group, LLC	16	16	2.37%	4.37%	6.86%	Q4 2019	Q3 2023	16
ATTICUS WEALTH MANAGEMENT, LLC	16	16	0.01%	0.05%	0.08%	Q4 2019	Q3 2023	16
Austin Private Wealth, LLC	16	16	0.28%	0.43%	0.69%	Q4 2019	Q3 2023	16
Atlas Private Wealth Management, LLC	16	16	0.84%	1.23%	1.61%	Q4 2019	Q3 2023	16
SkyOak Wealth, LLC	16	16	0.19%	0.23%	0.34%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	0.82%	1.18%	1.52%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	1.83%	2.33%	3.66%	Q4 2019	Q3 2023	16
KFA Private Wealth Group, LLC	16	16	19.45%	22.77%	26.01%	Q4 2019	Q3 2023	16
Briaud Financial Planning, Inc	16	16	0.90%	1.58%	2.90%	Q4 2019	Q3 2023	16
Adero Partners, LLC	16	16	0.08%	0.29%	0.75%	Q4 2019	Q3 2023	16
Secure Asset Management, LLC	16	16	3.03%	8.90%	17.27%	Q4 2019	Q3 2023	16
CERTUITY, LLC	16	16	1.36%	2.35%	3.84%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.17%	0.42%	1.12%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	2.74%	3.37%	4.77%	Q4 2019	Q3 2023	16
SPRENG CAPITAL MANAGEMENT, INC.	16	16	0.50%	5.41%	17.67%	Q4 2019	Q3 2023	16
CFM WEALTH PARTNERS LLC	16	16	0.09%	0.23%	0.36%	Q4 2019	Q3 2023	16
Bank of Marin	16	16	1.06%	1.56%	1.80%	Q4 2019	Q3 2023	16
Perennial Investment Advisors, LLC	16	16	0.22%	0.79%	1.25%	Q4 2019	Q3 2023	16
Aufman Associates Inc	16	16	2.15%	2.35%	2.55%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.05%	0.06%	0.07%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	4.88%	7.78%	9.57%	Q4 2019	Q3 2023	16
WJ Wealth Management, LLC	16	16	1.08%	5.21%	11.79%	Q4 2019	Q3 2023	16
PBMares Wealth Management LLC	16	16	0.45%	0.75%	1.10%	Q4 2019	Q3 2023	16
Key FInancial Inc	16	16	0.50%	0.80%	1.27%	Q4 2019	Q3 2023	16
MADISON WEALTH MANAGEMENT	16	16	0.68%	0.79%	1.21%	Q4 2019	Q3 2023	16
SteelPeak Wealth, LLC	16	16	0.22%	3.87%	6.16%	Q4 2019	Q3 2023	16
Cardinal Strategic Wealth Guidance	16	16	17.01%	21.49%	25.89%	Q4 2019	Q3 2023	16
CVA Family Office, LLC	16	16	2.74%	5.44%	11.00%	Q4 2019	Q3 2023	16
Aurora Private Wealth, Inc.	16	16	0.17%	0.40%	0.82%	Q4 2019	Q3 2023	16
Investment Research & Advisory Group, Inc.	16	16	0.08%	0.32%	0.58%	Q4 2019	Q3 2023	16
Strategic Financial Planning, Inc.	16	16	0.34%	0.40%	0.45%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	0.27%	0.39%	0.57%	Q4 2019	Q3 2023	16
SENTINEL PENSION ADVISORS INC	16	16	0.08%	0.42%	0.89%	Q4 2019	Q3 2023	16
Mattern Wealth Management LLC	16	16	0.81%	1.55%	3.47%	Q4 2019	Q3 2023	16
HighMark Wealth Management LLC	16	16	30.59%	34.35%	40.53%	Q4 2019	Q3 2023	16
Stonebridge Financial Planning Group, LLC	16	16	2.85%	3.04%	3.55%	Q4 2019	Q3 2023	16
Soltis Investment Advisors LLC	16	16	2.00%	2.76%	3.80%	Q4 2019	Q3 2023	16
HOHIMER WEALTH MANAGEMENT, LLC	16	16	0.13%	0.37%	0.72%	Q4 2019	Q3 2023	16
Emerald Advisors, LLC	16	16	0.66%	0.95%	1.24%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	2.43%	4.47%	8.69%	Q4 2019	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	0.13%	0.24%	0.38%	Q4 2019	Q3 2023	16
McNaughton Wealth Management, LLC	16	16	0.50%	4.16%	6.90%	Q4 2019	Q3 2023	16
Alhambra Investment Management LLC	16	16	0.14%	0.90%	1.76%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	6.30%	9.47%	11.04%	Q4 2019	Q3 2023	16
TL Private Wealth	16	16	0.18%	0.24%	0.43%	Q4 2019	Q3 2023	16
HBC Financial Services, PLLC	16	16	0.87%	0.95%	1.10%	Q4 2019	Q3 2023	16
Fusion Capital, LLC	16	16	5.39%	5.94%	6.82%	Q4 2019	Q3 2023	16
Visionary Wealth Advisors	16	16	2.84%	3.47%	4.16%	Q4 2019	Q3 2023	16
NWK Group, Inc.	16	16	0.11%	0.16%	0.25%	Q4 2019	Q3 2023	16
EPG Wealth Management LLC	16	16	4.65%	6.12%	7.68%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	3.45%	6.22%	8.20%	Q4 2019	Q3 2023	16
Regent Peak Wealth Advisors LLC	16	16	0.38%	0.49%	0.61%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.49%	0.66%	0.78%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.80%	3.19%	4.66%	Q4 2019	Q3 2023	16
BEAM WEALTH ADVISORS, INC.	16	16	1.37%	4.13%	7.88%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.07%	0.09%	0.11%	Q4 2019	Q3 2023	16
PAX Financial Group, LLC	16	16	9.70%	12.42%	16.18%	Q4 2019	Q3 2023	16
Keebeck Wealth Management, LLC	16	16	0.01%	2.36%	7.60%	Q4 2019	Q3 2023	16
Seven Springs Wealth Group, LLC	16	16	0.04%	1.67%	2.04%	Q4 2019	Q3 2023	16
Kerntke Otto McGlone Wealth Management Group	16	16	0.39%	1.12%	3.01%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.22%	0.33%	0.54%	Q4 2019	Q3 2023	16
Adaptive Financial Consulting, LLC	16	16	0.65%	2.34%	11.16%	Q4 2019	Q3 2023	16
Total Clarity Wealth Management, Inc.	16	16	0.50%	0.94%	1.21%	Q4 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.50%	0.99%	2.00%	Q4 2019	Q3 2023	16
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	16	16	0.38%	0.74%	1.02%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	0.92%	1.71%	2.59%	Q4 2019	Q3 2023	16
NovaPoint Capital, LLC	16	16	0.53%	2.61%	7.02%	Q4 2019	Q3 2023	16
Walkner Condon Financial Advisors LLC	16	16	0.14%	1.56%	3.40%	Q4 2019	Q3 2023	16
Carl P. Sherr & Co., LLC	16	16	1.08%	1.45%	1.74%	Q4 2019	Q3 2023	16
BLUESTEM FINANCIAL ADVISORS, LLC	16	16	20.12%	21.85%	23.98%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.06%	0.08%	0.11%	Q4 2019	Q3 2023	16
IAG Wealth Partners, LLC	16	16	5.79%	9.22%	16.55%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	1.33%	2.22%	2.86%	Q4 2019	Q3 2023	16
Sovereign Investment Advisors, LLC	16	16	11.14%	15.87%	21.61%	Q4 2019	Q3 2023	16
Halpern Financial, Inc.	16	16	6.77%	8.17%	9.87%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.19%	0.23%	0.28%	Q4 2019	Q3 2023	16
ALTFEST L J & CO INC	15	1	0.07%	0.51%	3.35%	Q1 2017	Q3 2023	16
ST GERMAIN D J CO INC	13	3	0.08%	0.14%	0.50%	Q4 2019	Q4 2023	16
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	16	16	0.01%	2.58%	5.52%	Q4 2019	Q3 2023	16
TOTH FINANCIAL ADVISORY CORP	16	16	0.00%	0.01%	0.04%	Q4 2019	Q3 2023	16
LINCOLN CAPITAL CORP	15	1	0.34%	0.74%	2.46%	Q1 2019	Q3 2023	16
TANDEM CAPITAL MANAGEMENT CORP /ADV	16	16	0.24%	0.27%	0.31%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	2.35%	2.95%	5.60%	Q4 2019	Q3 2023	16
DENVER INVESTMENT ADVISORS LLC	16	16	0.01%	0.04%	0.06%	Q2 2014	Q1 2018	16
HIGH POINT BANK & TRUST CO	15	15	0.53%	0.60%	0.72%	Q2 2013	Q4 2016	15
BlackRock Institutional Trust Company, N.A.	15	15	0.00%	0.09%	0.24%	Q2 2013	Q4 2016	15
Wealthstar Advisors, LLC	10	1	0.07%	0.54%	3.21%	Q1 2018	Q3 2023	15
BlackRock Fund Advisors	15	15	0.08%	0.10%	0.16%	Q2 2013	Q4 2016	15
ACCURATE INVESTMENT SOLUTIONS, INC.	15	15	0.00%	0.58%	3.31%	Q4 2015	Q2 2019	15
AdvicePeriod, LLC	15	15	2.23%	5.62%	10.79%	Q4 2017	Q2 2021	15
Foster Victor Wealth Advisors, LLC	7	1	0.02%	0.10%	0.31%	Q4 2018	Q3 2023	15
Wellspring Financial Advisors, LLC	15	15	3.60%	4.06%	4.58%	Q1 2020	Q3 2023	15
MidWestOne Financial Group, Inc.	10	5	0.05%	0.32%	0.50%	Q4 2019	Q3 2023	15
Arkos Global Advisors	14	1	0.11%	0.16%	0.22%	Q4 2019	Q3 2023	15
Rosenberg Matthew Hamilton	15	15	0.07%	0.17%	0.47%	Q1 2020	Q3 2023	15
ARQ WEALTH ADVISORS, LLC	15	15	0.85%	1.04%	1.37%	Q1 2020	Q3 2023	15
TRANSCEND CAPITAL ADVISORS, LLC	13	2	0.11%	0.94%	1.32%	Q4 2019	Q3 2023	15
SWS Partners	5	1	0.52%	3.89%	6.43%	Q4 2017	Q3 2023	15
Creegan & Nassoura Financial Group, LLC	15	15	0.56%	0.63%	0.68%	Q1 2020	Q3 2023	15
Stellar Capital Management, LLC	15	15	0.59%	0.80%	1.48%	Q4 2016	Q2 2020	15
Apella Capital, LLC	12	3	0.03%	0.10%	0.18%	Q1 2020	Q4 2023	15
Ellevest, Inc.	15	15	0.02%	0.50%	0.80%	Q1 2020	Q3 2023	15
Financial Strategies Group, Inc.	14	1	0.12%	0.30%	0.38%	Q4 2019	Q3 2023	15
Salient Capital Advisors, LLC	13	2	0.01%	0.03%	0.09%	Q2 2013	Q2 2017	15
Silicon Hills Wealth Management, LLC	15	15	0.35%	1.27%	3.18%	Q4 2019	Q2 2023	15
CBIZ Investment Advisory Services, LLC	9	6	0.02%	1.38%	9.56%	Q4 2019	Q3 2023	15
J.W. COLE ADVISORS, INC.	8	7	1.50%	2.69%	5.53%	Q4 2019	Q3 2023	15
Financial Engines Advisors L.L.C.	13	1	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	15
Meridian Financial Partners LLC	13	1	2.57%	3.51%	5.44%	Q4 2018	Q2 2023	15
Your Advocates Ltd., LLP	15	15	0.01%	0.02%	0.05%	Q1 2020	Q3 2023	15
Claro Advisors LLC	14	1	0.13%	1.01%	1.69%	Q4 2018	Q3 2023	15
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	13	2	0.03%	0.34%	1.44%	Q4 2013	Q3 2023	15
Graypoint LLC	15	15	1.17%	3.53%	5.22%	Q1 2020	Q3 2023	15
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15	15	0.00%	0.03%	0.07%	Q1 2020	Q3 2023	15
Rainier Group Investment Advisory LLC	13	2	32.72%	47.22%	63.88%	Q4 2016	Q3 2020	15
Compass Ion Advisors, LLC	15	15	0.47%	0.79%	1.95%	Q1 2020	Q3 2023	15
SWISS RE LTD	15	15	12.64%	33.76%	44.85%	Q3 2016	Q1 2020	15
Trinity Wealth Management, LLC	12	3	0.52%	0.73%	2.29%	Q4 2019	Q3 2023	15
Cedar Wealth Management, LLC	15	15	0.02%	0.09%	0.17%	Q1 2020	Q3 2023	15
LEUTHOLD GROUP, LLC	9	6	0.02%	0.36%	0.90%	Q4 2017	Q3 2023	15
Wealth Alliance	15	15	0.59%	5.66%	8.74%	Q1 2020	Q3 2023	15
Retirement Group, LLC	14	1	0.32%	1.56%	3.08%	Q4 2019	Q3 2023	15
Capital Square, LLC	15	15	0.89%	1.98%	3.10%	Q4 2019	Q2 2023	15
White Lighthouse Investment Management Inc.	15	15	0.14%	0.18%	0.20%	Q1 2020	Q3 2023	15
WealthTrust Axiom LLC	9	6	0.08%	0.10%	0.13%	Q3 2016	Q3 2023	15
Stokes & Hubbell Capital Management, LLC	15	15	0.52%	0.86%	1.28%	Q3 2015	Q1 2019	15
BENJAMIN EDWARDS INC	15	15	0.06%	0.13%	0.23%	Q1 2020	Q3 2023	15
Columbus Macro, LLC	10	1	0.05%	0.96%	3.80%	Q2 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.74%	2.80%	4.42%	Q2 2016	Q4 2019	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.74%	1.11%	2.03%	Q1 2020	Q3 2023	15
HOWARD WEALTH MANAGEMENT, LLC	10	5	1.10%	1.36%	2.07%	Q4 2019	Q3 2023	15
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	15	0.00%	0.14%	0.24%	Q1 2020	Q3 2023	15
Marble Harbor Investment Counsel, LLC	14	1	0.04%	0.12%	0.17%	Q4 2019	Q3 2023	15
CARL DOMINO INC	15	15	0.15%	0.47%	1.65%	Q2 2013	Q4 2016	15
Gray Wealth Management Inc.	15	15	6.12%	6.48%	7.10%	Q1 2020	Q3 2023	15
BREMER TRUST NATIONAL ASSOCIATION	15	15	0.14%	0.21%	0.49%	Q2 2015	Q4 2018	15
Ifrah Financial Services, Inc.	11	4	0.09%	0.17%	0.21%	Q1 2014	Q3 2023	15
Grace Capital	15	15	0.49%	1.21%	2.97%	Q2 2018	Q4 2021	15
BLACKROCK ADVISORS LLC	15	15	0.02%	0.35%	0.66%	Q2 2013	Q4 2016	15
BlackRock Japan Co. Ltd	15	15	0.13%	1.13%	1.61%	Q2 2013	Q4 2016	15
C-J Advisory, Inc.	13	2	0.10%	0.11%	0.13%	Q3 2016	Q3 2021	15
Epstein & White Financial LLC	15	15	1.64%	23.88%	33.36%	Q4 2017	Q2 2021	15
CANANDAIGUA NATIONAL BANK & TRUST CO	11	4	0.08%	0.11%	0.18%	Q1 2014	Q1 2018	15
Private Wealth Advisors, Inc.	15	15	0.16%	1.89%	3.82%	Q2 2017	Q4 2020	15
COMMERZBANK AKTIENGESELLSCHAFT /FI	10	2	0.00%	0.04%	0.16%	Q3 2013	Q4 2019	15
MERIDIAN INVESTMENT COUNSEL INC.	14	1	0.10%	0.11%	0.13%	Q4 2019	Q3 2023	15
British Airways Pensions Investment Management Ltd	15	15	0.00%	16.55%	19.06%	Q4 2017	Q2 2021	15
Blankinship & Foster, LLC	15	15	0.24%	0.38%	0.52%	Q1 2020	Q3 2023	15
Investment Counsel Inc.	7	1	0.15%	0.34%	1.71%	Q4 2015	Q1 2021	15
MONROE BANK & TRUST/MI	15	15	0.06%	0.13%	0.20%	Q3 2015	Q1 2019	15
FSA Wealth Management LLC	10	5	0.12%	0.16%	0.26%	Q4 2019	Q3 2023	15
HRS Investment Holdings, LLC	15	15	13.00%	84.57%	100.00%	Q4 2018	Q2 2022	15
PALISADE CAPITAL MANAGEMENT, LP	15	15	0.01%	0.02%	0.03%	Q1 2020	Q3 2023	15
Tuttle Capital Management, LLC	8	1	0.18%	5.03%	24.43%	Q1 2014	Q3 2021	15
MAGNOLIA CAPITAL ADVISORS LLC	15	15	0.91%	1.91%	4.75%	Q4 2019	Q2 2023	15
HERON FINANCIAL GROUP, LLC	15	15	0.28%	0.38%	0.50%	Q4 2019	Q2 2023	15
Aprio Wealth Management, LLC	10	5	0.55%	1.02%	1.53%	Q4 2019	Q3 2023	15
John W. Brooker & Co., CPAs	12	3	0.12%	0.14%	0.17%	Q4 2019	Q3 2023	15
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	13	2	5.15%	6.93%	9.62%	Q4 2019	Q3 2023	15
Capital Investment Counsel, Inc	11	2	0.01%	0.03%	0.04%	Q1 2019	Q3 2023	15
Braver Wealth Management, LLC	15	15	10.88%	17.81%	22.69%	Q2 2013	Q4 2016	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.23%	0.41%	1.16%	Q1 2017	Q3 2020	15
Wealth Advisors of Iowa, LLC	15	15	0.00%	12.05%	28.45%	Q1 2020	Q3 2023	15
LVM CAPITAL MANAGEMENT LTD/MI	12	3	0.03%	0.04%	0.05%	Q2 2019	Q3 2023	15
BT Wealth Management LLC	15	15	6.49%	11.42%	15.27%	Q4 2018	Q2 2022	15
OSAIC HOLDINGS, INC.	15	15	2.05%	3.01%	4.02%	Q1 2020	Q3 2023	15
Members Trust Co	8	2	0.01%	0.02%	0.02%	Q1 2017	Q3 2023	15
Private Wealth Partners, LLC	8	1	0.14%	0.32%	0.40%	Q4 2017	Q3 2023	15
MSI Financial Services Inc	15	15	0.48%	0.62%	0.80%	Q2 2013	Q4 2016	15
tru Independence LLC	14	1	0.04%	1.76%	3.70%	Q4 2019	Q3 2023	15
Bank Julius Baer & Co. Ltd, Zurich	15	15	0.03%	0.19%	0.41%	Q1 2020	Q3 2023	15
Columbia Trust Co 01012016	12	3	0.74%	1.39%	2.09%	Q4 2019	Q3 2023	15
Hummer Financial Advisory Services Inc	15	15	0.64%	0.67%	0.72%	Q1 2020	Q3 2023	15
Copperleaf Capital, LLC	10	5	0.24%	5.00%	11.86%	Q4 2019	Q3 2023	15
BlackRock Investment Management, LLC	15	15	0.03%	0.18%	0.35%	Q2 2013	Q4 2016	15
Berman Capital Advisors, LLC	14	14	0.11%	0.33%	0.56%	Q2 2018	Q3 2021	14
Sabal Trust CO	13	1	0.02%	0.03%	0.05%	Q4 2014	Q3 2023	14
Copperwynd Financial, LLC	10	1	0.11%	3.05%	6.28%	Q4 2017	Q3 2023	14
NorthCoast Asset Management LLC	14	14	0.03%	5.70%	8.67%	Q2 2018	Q3 2021	14
ADVISOR PARTNERS LLC	7	3	0.03%	0.11%	0.21%	Q1 2018	Q2 2022	14
Tri-Star Advisors Inc.	14	14	7.94%	13.38%	20.29%	Q2 2020	Q3 2023	14
Apriem Advisors	6	1	0.00%	0.06%	0.11%	Q4 2014	Q3 2022	14
Grant Street Asset Management, Inc.	14	14	6.73%	31.32%	46.11%	Q2 2020	Q3 2023	14
Sepio Capital, LP	14	14	0.19%	0.45%	0.70%	Q2 2020	Q3 2023	14
Terra Nova Asset Management LLC	12	2	0.22%	0.30%	0.82%	Q2 2018	Q3 2023	14
PERRITT CAPITAL MANAGEMENT INC	4	1	0.04%	0.05%	0.09%	Q2 2015	Q3 2023	14
Sara-Bay Financial	14	14	0.17%	0.23%	0.32%	Q2 2020	Q3 2023	14
Atlas Private Wealth Advisors	14	14	0.23%	0.32%	0.44%	Q2 2020	Q3 2023	14
Kiwi Wealth Investments Limited Partnership	8	6	0.08%	0.36%	1.36%	Q4 2013	Q4 2022	14
Lavaca Capital LLC	14	14	0.14%	0.61%	1.99%	Q2 2020	Q3 2023	14
Raub Brock Capital Management LP	12	2	0.04%	0.06%	0.16%	Q3 2019	Q3 2023	14
Parasol Investment Management, LLC	14	14	0.36%	1.17%	2.30%	Q3 2013	Q4 2016	14
ROSENBLUM SILVERMAN SUTTON S F INC /CA	13	1	0.06%	0.07%	0.09%	Q1 2020	Q3 2023	14
Single Point Partners, LLC	7	1	21.04%	25.38%	32.34%	Q4 2019	Q3 2023	14
PagnatoKarp Partners LLC	14	14	0.34%	4.62%	6.52%	Q4 2016	Q1 2020	14
LifeSteps Financial, Inc.	13	1	0.19%	0.23%	0.28%	Q4 2019	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.09%	0.97%	6.31%	Q4 2019	Q1 2023	14
Farmers & Merchants Trust Co of Chambersburg PA	8	6	0.02%	0.09%	0.20%	Q4 2016	Q3 2023	14
Auxano Advisors, LLC	14	14	0.19%	0.58%	1.26%	Q2 2020	Q3 2023	14
XPONANCE, INC.	14	14	0.06%	0.10%	0.15%	Q2 2020	Q3 2023	14
Lion Street Advisors, LLC	9	5	0.62%	3.54%	10.60%	Q4 2019	Q3 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.03%	0.34%	0.45%	Q2 2013	Q3 2016	14
KEELEY ASSET MANAGEMENT CORP	14	14	0.01%	0.12%	0.38%	Q3 2013	Q4 2016	14
Knuff & Co LLC	14	14	0.02%	0.02%	0.05%	Q2 2020	Q3 2023	14
ORSER CAPITAL MANAGEMENT, LLC	9	5	0.37%	0.66%	1.37%	Q4 2017	Q1 2022	14
Freedom Investment Management, Inc.	7	3	0.04%	0.13%	0.39%	Q3 2018	Q3 2023	14
Eudaimonia Partners, LLC	8	2	0.09%	0.30%	1.22%	Q4 2019	Q3 2023	14
NATIXIS ADVISORS, L.P.	9	1	0.02%	0.07%	0.28%	Q2 2013	Q3 2023	14
IBERIABANK CORP	14	14	0.81%	2.66%	3.67%	Q1 2017	Q2 2020	14
Global Financial Private Capital, Inc	14	14	0.01%	0.46%	1.78%	Q1 2017	Q2 2020	14
CATALYST PRIVATE WEALTH, LLC	14	14	0.18%	2.22%	5.61%	Q3 2020	Q4 2023	14
ONE Advisory Partners, LLC	14	14	14.77%	20.07%	27.85%	Q2 2020	Q3 2023	14
Hills Bank & Trust Co	14	14	0.03%	0.03%	0.05%	Q2 2020	Q3 2023	14
Wealth Quarterback LLC	6	1	5.13%	8.29%	10.48%	Q1 1987	Q3 2023	14
N.E.W. Advisory Services LLC	13	1	0.06%	0.20%	0.41%	Q4 2019	Q3 2023	14
FAYEZ SAROFIM & CO	7	1	0.00%	0.01%	0.08%	Q2 2013	Q2 2023	14
WIMMER ASSOCIATES 1, LLC	14	14	0.28%	0.32%	0.34%	Q2 2020	Q3 2023	14
InterOcean Capital, LLC	14	14	0.05%	0.14%	0.42%	Q1 2017	Q2 2020	14
Resource Planning Group	14	14	0.22%	0.39%	0.58%	Q2 2020	Q3 2023	14
Axiom Financial Strategies, LLC	12	2	2.99%	3.95%	8.75%	Q1 2020	Q3 2023	14
FLC Capital Advisors	14	14	0.87%	2.78%	5.02%	Q1 2020	Q2 2023	14
KANALY TRUST CO	14	14	5.64%	10.69%	15.87%	Q3 2013	Q4 2016	14
HCR Wealth Advisors	9	5	0.01%	1.16%	2.35%	Q4 2019	Q3 2023	14
VANTAGEPOINT INVESTMENT ADVISERS LLC	14	14	24.07%	37.97%	68.17%	Q2 2020	Q3 2023	14
Praetorian Wealth Management, Inc.	14	14	3.04%	3.56%	4.04%	Q2 2020	Q3 2023	14
TD ASSET MANAGEMENT INC	9	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2023	14
St. Louis Trust Co	12	2	0.09%	0.24%	0.34%	Q4 2015	Q3 2023	14
Cougar Global Investments Ltd	14	14	14.42%	29.81%	47.61%	Q2 2017	Q3 2020	14
Shilanski & Associates, Inc.	12	1	0.18%	0.56%	0.74%	Q3 2019	Q3 2023	14
Emerson Wealth, LLC	14	14	0.16%	1.84%	4.59%	Q1 2019	Q2 2022	14
West Oak Capital, LLC	14	14	0.11%	0.14%	0.20%	Q2 2020	Q3 2023	14
IPG Investment Advisors LLC	10	1	0.04%	0.15%	0.24%	Q4 2018	Q2 2023	14
Salomon & Ludwin, LLC	8	6	0.01%	0.29%	0.92%	Q4 2018	Q3 2023	14
Peninsula Wealth, LLC	8	6	0.08%	0.11%	0.16%	Q2 2019	Q3 2023	14
Gerstein Fisher	14	14	0.22%	0.47%	0.62%	Q2 2013	Q3 2016	14
MOGY JOEL R INVESTMENT COUNSEL INC	14	14	0.18%	0.23%	0.27%	Q2 2020	Q3 2023	14
DDD Partners, LLC	14	14	0.04%	0.14%	0.23%	Q2 2020	Q3 2023	14
Bowling Portfolio Management LLC	9	1	0.03%	0.05%	0.06%	Q3 2017	Q3 2022	14
Windham Capital Management, LLC	13	1	0.73%	5.51%	13.66%	Q4 2019	Q3 2023	14
First Bank & Trust	13	1	0.02%	0.28%	0.44%	Q4 2019	Q3 2023	14
DAVIDSON TRUST CO	14	14	1.80%	2.00%	2.18%	Q2 2020	Q3 2023	14
Parametric Risk Advisors LLC	14	14	0.08%	0.10%	0.23%	Q2 2013	Q3 2016	14
ARS Investment Partners, LLC	13	1	0.05%	0.19%	0.71%	Q3 2013	Q3 2023	14
Acorn Wealth Advisors, LLC	14	14	0.26%	0.28%	0.30%	Q4 2017	Q1 2021	14
ACIMA PRIVATE WEALTH, LLC	14	14	0.15%	1.76%	3.38%	Q4 2018	Q1 2022	14
FIRST FINANCIAL CORP /IN/	14	14	0.02%	0.07%	0.13%	Q2 2020	Q3 2023	14
GREENWOOD CAPITAL ASSOCIATES LLC	14	14	0.79%	2.84%	4.96%	Q2 2020	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.06%	0.11%	0.36%	Q2 2020	Q3 2023	14
Costello Asset Management, INC	14	14	0.03%	0.05%	0.08%	Q2 2020	Q3 2023	14
CHARTWELL INVESTMENT PARTNERS, LLC	14	14	0.02%	0.02%	0.02%	Q2 2020	Q3 2023	14
BANK HAPOALIM BM	7	1	1.58%	2.87%	5.38%	Q4 2013	Q3 2023	14
SIMPLEX TRADING, LLC	6	1	0.00%	0.01%	0.04%	Q3 2015	Q4 2022	14
Prudent Man Advisors, LLC	14	14	0.59%	0.89%	1.60%	Q2 2020	Q3 2023	14
SUNFLOWER BANK, NA WEALTH MANAGEMENT	14	14	0.08%	0.55%	1.12%	Q2 2017	Q3 2020	14
Community Bank of Raymore	13	13	0.07%	0.09%	0.12%	Q3 2020	Q3 2023	13
MIRSKY FINANCIAL MANAGEMENT CORP.	13	13	0.20%	0.35%	0.74%	Q4 2018	Q4 2021	13
Paragon Wealth Strategies, LLC	13	13	7.56%	11.43%	15.86%	Q4 2016	Q4 2019	13
Financial Sense Advisors, Inc.	6	1	0.08%	0.17%	0.38%	Q4 2018	Q3 2023	13
Charles Schwab Trust Co	13	13	0.08%	3.04%	7.18%	Q3 2020	Q3 2023	13
Mayflower Financial Advisors, LLC	12	12	0.01%	6.99%	8.73%	Q4 2020	Q3 2023	13
Penobscot Investment Management Company, Inc.	10	3	0.00%	0.04%	0.08%	Q4 2019	Q3 2023	13
Zuckerman Investment Group, LLC	13	13	0.04%	0.05%	0.07%	Q3 2020	Q3 2023	13
Chanos & Co LP	10	1	0.12%	6.84%	11.73%	Q4 2016	Q3 2020	13
Ranch Capital Advisors Inc.	11	2	0.14%	0.22%	0.69%	Q3 2019	Q3 2023	13
Hamilton Point Investment Advisors, LLC	10	3	0.11%	0.27%	0.40%	Q1 2015	Q3 2023	13
Golden State Wealth Management, LLC	13	13	0.47%	5.41%	9.03%	Q1 2019	Q1 2022	13
DUNCKER STREETT & CO INC	12	1	0.00%	0.03%	0.05%	Q1 2016	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.45%	0.90%	1.40%	Q3 2020	Q3 2023	13
Northwest Capital Management Inc	8	5	0.10%	0.73%	2.71%	Q4 2017	Q3 2023	13
Angeles Investment Advisors, LLC	13	13	0.06%	0.12%	0.36%	Q4 2018	Q4 2021	13
Stewardship Advisors, LLC	13	13	2.13%	10.04%	15.85%	Q3 2020	Q3 2023	13
Berkshire Bank	13	13	0.14%	0.90%	1.93%	Q3 2020	Q3 2023	13
Legacy Wealth Management, Inc	11	1	0.02%	0.05%	0.08%	Q4 2016	Q3 2023	13
IFS Advisors, LLC	13	13	0.04%	29.08%	54.78%	Q4 2020	Q4 2023	13
Virtus Fund Advisers, LLC	13	13	0.00%	0.03%	0.12%	Q2 2014	Q2 2017	13
Independence Bank of Kentucky	13	13	0.05%	0.09%	0.25%	Q3 2020	Q3 2023	13
First National Bank of Mount Dora, Trust Investment Services	13	13	0.10%	0.12%	0.14%	Q4 2020	Q4 2023	13
Daniels&Tansey,LLP	13	13	1.71%	2.42%	2.67%	Q3 2020	Q3 2023	13
Hoese & Co LLP	13	13	14.98%	17.84%	29.95%	Q4 2020	Q4 2023	13
CGN Advisors LLC	13	13	0.08%	0.88%	1.82%	Q4 2020	Q4 2023	13
Berkshire Money Management, Inc.	11	2	0.03%	0.09%	0.26%	Q2 2016	Q1 2020	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.68%	0.95%	2.17%	Q4 2018	Q4 2021	13
Kopp Family Office, LLC	13	13	0.04%	0.05%	0.07%	Q3 2020	Q3 2023	13
Lindbrook Capital, LLC	8	5	0.09%	0.26%	0.52%	Q2 2020	Q3 2023	13
Parcion Private Wealth LLC	8	2	0.02%	1.63%	5.49%	Q4 2019	Q3 2023	13
Azimuth Capital Management LLC	13	13	0.02%	0.03%	0.04%	Q1 2019	Q1 2022	13
Richard P Slaughter Associates Inc	13	13	0.09%	0.20%	0.46%	Q4 2019	Q4 2022	13
SUMITOMO LIFE INSURANCE CO	13	13	5.74%	44.36%	63.61%	Q2 2019	Q2 2022	13
BENNETT SELBY INVESTMENTS LP	13	13	0.34%	0.43%	0.54%	Q4 2020	Q4 2023	13
Spectrum Management Group, LLC	13	13	0.31%	4.93%	8.54%	Q3 2019	Q3 2022	13
CAPITAL ADVISORS INC/OK	13	13	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	13
PACES FERRY WEALTH ADVISORS, LLC	13	13	2.87%	3.70%	4.23%	Q3 2020	Q3 2023	13
Wealth Enhancement & Preservation of GA, LLC	10	1	0.15%	4.90%	13.84%	Q4 2019	Q2 2023	13
Efficient Market Advisors, LLC	11	2	0.01%	0.20%	1.64%	Q2 2013	Q1 2017	13
Zions Bancorporation	13	13	0.43%	0.65%	1.07%	Q1 2015	Q1 2018	13
M&R CAPITAL MANAGEMENT INC	11	2	0.00%	0.07%	0.10%	Q2 2018	Q4 2023	13
Wiser Wealth Management, Inc	13	13	3.36%	12.88%	23.93%	Q4 2020	Q4 2023	13
Mine & Arao Wealth Creation & Management, LLC.	13	13	0.02%	0.10%	0.12%	Q3 2020	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.80%	0.93%	1.06%	Q3 2020	Q3 2023	13
Hayden Royal, LLC	13	13	0.17%	1.26%	2.29%	Q4 2018	Q4 2021	13
TFC Financial Management, Inc.	13	13	26.54%	29.88%	33.13%	Q3 2020	Q3 2023	13
Laidlaw Wealth Management LLC	8	5	0.11%	0.31%	1.00%	Q4 2019	Q3 2023	13
Defender Capital, LLC.	13	13	0.16%	0.18%	0.22%	Q2 2020	Q2 2023	13
MKD WEALTH COACHES, LLC	13	13	4.13%	27.21%	60.86%	Q4 2018	Q4 2021	13
Lincoln Capital LLC	13	13	0.13%	0.39%	0.53%	Q3 2020	Q3 2023	13
McLean Asset Management Corp	13	13	0.14%	0.21%	0.36%	Q4 2020	Q4 2023	13
Platte River Wealth Advisors, LLC	13	13	0.11%	0.18%	0.54%	Q3 2020	Q3 2023	13
LBA Wealth Management, LLC	13	13	0.00%	0.46%	1.30%	Q1 2014	Q1 2017	13
MUFG Bank, Ltd.	4	1	4.48%	45.85%	100.00%	Q3 2013	Q3 2022	13
HRT FINANCIAL LP	4	1	0.07%	0.38%	0.88%	Q3 2016	Q2 2023	13
Main Street Research LLC	13	13	0.03%	0.10%	0.17%	Q3 2020	Q3 2023	13
Lokken Investment Group LLC	12	1	0.23%	0.29%	0.38%	Q1 2012	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.63%	2.66%	4.07%	Q2 2013	Q2 2016	13
HBW ADVISORY SERVICES LLC	11	2	0.04%	0.47%	0.98%	Q2 2020	Q3 2023	13
Stegner Investment Associates Inc.	13	13	0.22%	1.66%	3.02%	Q3 2020	Q3 2023	13
Cypress Wealth Advisors LLC	11	2	0.22%	1.44%	2.79%	Q2 2015	Q3 2018	13
Garrett Wealth Advisory Group, LLC	12	1	0.01%	0.15%	0.18%	Q3 2019	Q3 2023	13
Investors Capital Advisory Services	13	13	0.28%	0.43%	0.70%	Q2 2013	Q2 2016	13
Kestra Advisory Services, LLC	13	13	2.19%	2.63%	3.18%	Q3 2020	Q3 2023	13
Truadvice, LLC	13	13	1.89%	3.10%	5.89%	Q3 2020	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.04%	0.33%	0.58%	Q3 2020	Q3 2023	13
Intellectus Partners, LLC	7	6	0.15%	0.35%	0.50%	Q2 2017	Q3 2020	13
Ken Stern & Associates, Inc.	13	13	0.12%	3.44%	6.61%	Q3 2015	Q3 2018	13
TAURUS ASSET MANAGEMENT, LLC	13	13	0.03%	0.04%	0.07%	Q3 2020	Q3 2023	13
VECTOR WEALTH MANAGEMENT, LLC	13	13	0.16%	0.39%	0.77%	Q4 2013	Q4 2016	13
WT Wealth Management	13	13	0.25%	0.28%	0.34%	Q3 2020	Q3 2023	13
CapWealth Advisors, LLC	12	1	0.10%	0.26%	0.31%	Q4 2019	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.01%	0.03%	0.19%	Q3 2020	Q3 2023	13
CWS Financial Advisors, LLC	8	5	0.49%	0.76%	1.08%	Q2 2020	Q3 2023	13
ARGUS INVESTORS' COUNSEL, INC.	13	13	0.10%	0.18%	0.22%	Q3 2020	Q3 2023	13
Lloyd Advisory Services, LLC.	13	13	3.30%	7.86%	14.03%	Q4 2019	Q4 2022	13
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	13	13	0.05%	0.07%	0.10%	Q3 2020	Q3 2023	13
O'Dell Group, LLC	12	1	0.24%	0.28%	0.30%	Q3 2019	Q3 2023	13
GAM Holding AG	13	13	0.34%	0.51%	0.72%	Q2 2014	Q2 2017	13
Kavar Capital Partners, LLC	3	2	0.03%	0.07%	0.10%	Q4 2013	Q3 2020	13
MARIETTA INVESTMENT PARTNERS LLC	10	3	0.08%	0.08%	0.09%	Q2 2013	Q3 2023	13
Acertus Capital Management, LLC	12	1	0.06%	0.99%	3.15%	Q4 2013	Q2 2017	13
YHB Investment Advisors, Inc.	13	13	0.53%	0.63%	0.77%	Q3 2020	Q3 2023	13
Argentus Capital Management, LLC	12	1	0.34%	4.33%	12.99%	Q2 2013	Q3 2016	13
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	10	1	0.00%	0.01%	0.05%	Q3 2015	Q3 2023	13
Willis Johnson & Associates, Inc.	12	12	0.05%	2.13%	3.23%	Q4 2020	Q3 2023	13
McClarren Financial Advisors, Inc.	12	12	1.14%	1.82%	2.54%	Q4 2020	Q3 2023	12
IRONWOOD WEALTH MANAGEMENT, INC.	12	12	6.90%	9.87%	14.12%	Q4 2020	Q3 2023	12
Professional Financial Advisors, LLC	9	1	0.02%	0.13%	0.64%	Q4 2019	Q3 2023	12
WoodTrust Financial Corp	12	12	0.09%	0.12%	0.14%	Q3 2020	Q2 2023	12
One Wealth Advisors, LLC	12	12	0.16%	1.67%	3.22%	Q4 2020	Q3 2023	12
David J Yvars Group	12	12	9.68%	14.35%	19.72%	Q4 2020	Q3 2023	12
AAF Wealth Management, LLC	12	12	18.27%	21.65%	26.67%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.25%	0.34%	0.53%	Q4 2020	Q3 2023	12
Cornerstone Advisors, LLC	9	3	0.11%	0.96%	1.71%	Q4 2019	Q2 2023	12
Unified Trust Company, N.A.	12	12	1.46%	2.15%	2.78%	Q4 2018	Q3 2021	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.01%	0.07%	0.17%	Q4 2020	Q3 2023	12
Harbor Group, Inc.	12	12	3.88%	4.96%	5.80%	Q4 2020	Q3 2023	12
Diversified, LLC	12	12	0.70%	3.31%	6.49%	Q4 2020	Q3 2023	12
Accel Wealth Management	12	12	0.05%	0.22%	0.94%	Q4 2020	Q3 2023	12
Stewardship Financial Advisors, LLC	11	1	0.04%	0.70%	7.82%	Q4 2015	Q1 2021	12
COWA, LLC	12	12	1.65%	2.54%	4.00%	Q4 2020	Q3 2023	12
Taylor Hoffman Wealth Management	9	1	0.02%	0.08%	0.11%	Q4 2017	Q3 2022	12
Wells Financial Advisors INC	12	12	1.22%	1.49%	1.87%	Q4 2020	Q3 2023	12
Lumbard & Kellner, LLC	12	12	0.17%	0.37%	0.76%	Q4 2020	Q3 2023	12
Madison Wealth Partners, Inc	12	12	4.60%	5.37%	6.18%	Q4 2020	Q3 2023	12
Hemington Wealth Management	12	12	0.69%	0.82%	1.05%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	0.50%	0.84%	1.38%	Q4 2020	Q3 2023	12
Renasant Bank	12	12	0.63%	0.86%	1.20%	Q4 2020	Q3 2023	12
Horst & Graben Wealth Management LLC	11	1	0.06%	0.12%	0.20%	Q3 2020	Q3 2023	12
ANDERSON HOAGLAND & CO	12	12	1.44%	1.58%	2.12%	Q4 2020	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	2.82%	3.25%	3.89%	Q4 2020	Q3 2023	12
Johnson Bixby & Associates, LLC	12	12	0.15%	0.18%	0.22%	Q4 2020	Q3 2023	12
Summit Financial, LLC	12	12	0.94%	1.26%	1.46%	Q4 2020	Q3 2023	12
Orin Green Financial, LLC	12	12	9.78%	12.77%	14.26%	Q4 2020	Q3 2023	12
Elo Mutual Pension Insurance Co	12	12	1.63%	15.03%	22.65%	Q1 2018	Q4 2020	12
Canton Hathaway, LLC	12	12	0.03%	0.05%	0.13%	Q4 2020	Q3 2023	12
Hexavest Inc.	12	12	0.01%	0.08%	0.21%	Q2 2013	Q1 2016	12
Arlington Partners LLC	11	1	0.01%	0.30%	0.97%	Q1 2019	Q3 2023	12
Highlander Capital Management, LLC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Allegheny Financial Group LTD	12	12	0.28%	0.37%	0.57%	Q4 2020	Q3 2023	12
Goepper Burkhardt LLC	12	12	0.60%	0.67%	0.82%	Q4 2020	Q3 2023	12
Bluesphere Advisors, LLC	12	12	2.25%	13.76%	23.70%	Q4 2020	Q3 2023	12
Elk River Wealth Management, LLC	12	12	4.00%	4.66%	5.66%	Q4 2020	Q3 2023	12
Oakwell Private Wealth Management, LLC	12	12	1.27%	1.90%	3.03%	Q4 2020	Q3 2023	12
Centennial Wealth Advisory LLC	12	12	1.74%	4.91%	8.58%	Q4 2020	Q3 2023	12
Sageworth Trust Co of South Dakota	12	12	0.98%	1.62%	2.06%	Q4 2020	Q3 2023	12
ASSET PLANNING CORPORATION	12	12	2.65%	2.96%	3.41%	Q4 2020	Q3 2023	12
Brown Financial Advisory	12	12	0.95%	1.03%	1.16%	Q4 2020	Q3 2023	12
Alta Wealth Advisors LLC	12	12	1.71%	2.15%	2.46%	Q4 2020	Q3 2023	12
ADIRONDACK TRUST CO	11	1	0.02%	0.02%	0.03%	Q2 2016	Q3 2023	12
LUCAS CAPITAL MANAGEMENT	12	12	0.12%	0.33%	0.84%	Q3 2015	Q2 2018	12
Roth Financial Partners LLC	12	12	19.67%	20.70%	22.15%	Q4 2020	Q3 2023	12
Latitude Advisors, LLC	12	12	4.96%	7.10%	9.25%	Q4 2020	Q3 2023	12
Waterfront Wealth Inc.	12	12	0.13%	0.20%	0.31%	Q4 2020	Q3 2023	12
Oak Harvest Investment Services	12	12	0.11%	0.14%	0.22%	Q4 2020	Q3 2023	12
Laurel Wealth Planning LLC	12	12	1.84%	2.98%	5.29%	Q4 2020	Q3 2023	12
Brown Miller Wealth Management, LLC	12	12	0.74%	0.98%	1.38%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	6.68%	7.28%	7.99%	Q4 2020	Q3 2023	12
Journey Advisory Group, LLC	12	12	0.50%	0.97%	1.40%	Q4 2020	Q3 2023	12
DEFINED WEALTH MANAGEMENT, LLC	12	12	3.32%	7.11%	9.24%	Q4 2020	Q3 2023	12
TODD ASSET MANAGEMENT LLC	12	12	0.11%	0.13%	0.17%	Q2 2013	Q1 2016	12
MMA ASSET MANAGEMENT LLC	12	12	0.96%	1.34%	2.54%	Q4 2020	Q3 2023	12
Simplify Asset Management Inc.	12	12	23.13%	50.60%	96.50%	Q4 2020	Q3 2023	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	0.59%	0.78%	1.24%	Q4 2020	Q3 2023	12
TECTONIC ADVISORS LLC	12	12	3.30%	4.52%	5.20%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	1.09%	1.38%	1.78%	Q4 2020	Q3 2023	12
Fort Henry Capital, LLC	12	12	26.39%	27.73%	29.00%	Q4 2020	Q3 2023	12
Bond & Devick Financial Network, Inc.	12	12	0.51%	0.70%	0.87%	Q4 2020	Q3 2023	12
GPS Wealth Strategies Group, LLC	9	3	0.07%	0.24%	0.49%	Q3 2020	Q3 2023	12
Lucia Wealth Services, LLC	12	12	0.04%	0.08%	0.13%	Q4 2017	Q3 2020	12
OLD DOMINION CAPITAL MANAGEMENT INC	9	3	0.14%	0.16%	0.20%	Q3 2018	Q3 2021	12
FSB PREMIER WEALTH MANAGEMENT, INC.	12	12	0.50%	0.74%	2.06%	Q4 2020	Q3 2023	12
Rede Wealth, LLC	12	12	1.50%	1.77%	2.20%	Q4 2020	Q3 2023	12
Landsberg, Bennett, & Dubbaneh LLC	12	12	0.08%	0.13%	0.18%	Q4 2018	Q3 2021	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	1.82%	2.40%	3.24%	Q4 2018	Q3 2021	12
Smith Anglin Financial, LLC	12	12	3.59%	5.80%	8.84%	Q4 2020	Q3 2023	12
KWB Wealth	12	12	1.16%	1.69%	2.41%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.79%	0.97%	1.54%	Q4 2020	Q3 2023	12
FIRST AMERICAN TRUST, FSB	9	3	0.05%	0.10%	0.12%	Q3 2020	Q3 2023	12
Capstone Triton Financial Group, LLC	12	12	0.46%	1.10%	2.40%	Q4 2020	Q3 2023	12
Fullen Financial Group	12	12	0.21%	0.25%	0.28%	Q2 2020	Q1 2023	12
SAX WEALTH ADVISORS, LLC	12	12	1.18%	1.51%	2.55%	Q4 2020	Q3 2023	12
Wealth Management Partners, LLC	12	12	3.88%	5.56%	6.87%	Q4 2020	Q3 2023	12
Investment Management Corp of Ontario	12	12	7.40%	30.45%	68.00%	Q4 2020	Q3 2023	12
Oxinas Partners Wealth Management LLC	12	12	1.54%	2.75%	3.95%	Q4 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	22.82%	28.03%	30.64%	Q4 2020	Q3 2023	12
Signature Wealth Management Partners, LLC	12	12	0.95%	1.28%	1.50%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	2.67%	3.00%	3.69%	Q4 2015	Q3 2018	12
Sovereign Financial Group, Inc.	12	12	3.32%	5.26%	8.37%	Q4 2020	Q3 2023	12
Divergent Planning, LLC	12	12	29.10%	32.83%	37.19%	Q4 2020	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	23.44%	26.48%	29.60%	Q4 2020	Q3 2023	12
Future Financial Wealth Managment LLC	12	12	0.38%	0.45%	0.52%	Q4 2020	Q3 2023	12
Bordeaux Wealth Advisors LLC	12	12	0.52%	0.81%	2.39%	Q4 2020	Q3 2023	12
Pacific Edge Advisors, LLC	12	12	1.94%	5.60%	6.71%	Q4 2018	Q3 2021	12
Bridge Advisory, LLC	12	12	0.31%	0.65%	1.67%	Q4 2020	Q3 2023	12
MCDONALD PARTNERS LLC	12	12	0.13%	0.42%	0.82%	Q4 2020	Q3 2023	12
BNC WEALTH MANAGEMENT, LLC	12	12	0.16%	0.22%	0.26%	Q4 2020	Q3 2023	12
NATIONAL PENN INVESTORS TRUST CO /PA	12	12	0.05%	0.10%	0.12%	Q2 2013	Q1 2016	12
Orion Capital Management LLC	12	12	2.32%	5.03%	7.21%	Q4 2020	Q3 2023	12
Steinberg Global Asset Management	12	12	0.04%	0.08%	0.18%	Q2 2016	Q1 2019	12
Bell Bank	12	12	0.02%	0.06%	0.10%	Q4 2020	Q3 2023	12
Lourd Capital, LLC	8	4	0.05%	0.08%	0.16%	Q1 2016	Q2 2019	12
ADE, LLC	12	12	7.48%	10.34%	12.38%	Q4 2020	Q3 2023	12
Red Wave Investments LLC	12	12	3.04%	3.26%	3.58%	Q4 2020	Q3 2023	12
Curated Wealth Partners LLC	12	12	0.23%	0.41%	0.52%	Q4 2020	Q3 2023	12
Sheaff Brock Investment Advisors, LLC	9	1	0.02%	0.02%	0.03%	Q2 2017	Q2 2023	12
4J Wealth Management LLC	12	12	7.35%	13.68%	22.15%	Q4 2020	Q3 2023	12
Cadence Bank	5	1	0.03%	0.14%	0.31%	Q4 2019	Q3 2023	12
Laird Norton Wetherby Trust Company, LLC	12	12	0.31%	0.56%	0.99%	Q4 2020	Q3 2023	12
Legacy Wealth Planning, LLC	12	12	0.37%	0.52%	0.62%	Q4 2019	Q3 2022	12
Lehman Financial Resources, Inc.	12	12	3.07%	3.68%	4.48%	Q4 2015	Q3 2018	12
Spotlight Asset Group, Inc.	8	1	7.45%	9.18%	12.00%	Q4 2019	Q3 2023	12
Radnor Financial Advisors, LLC	12	12	1.48%	1.73%	2.00%	Q4 2019	Q3 2022	12
Clearview Wealth Advisors LLC	12	12	0.46%	0.62%	0.87%	Q4 2020	Q3 2023	12
Thrive Capital Management, LLC	12	12	0.28%	0.67%	1.09%	Q4 2020	Q3 2023	12
True Link Financial Advisors, LLC	12	12	6.24%	8.71%	11.82%	Q4 2020	Q3 2023	12
Aberdeen Wealth Management LLC	8	1	0.28%	0.32%	0.48%	Q4 2019	Q3 2023	12
Hunter Perkins Capital Management, LLC	9	3	0.21%	0.26%	0.33%	Q2 2020	Q2 2023	12
Bellwether Advisors, LLC	12	12	6.76%	10.21%	14.22%	Q4 2020	Q3 2023	12
SATOVSKY ASSET MANAGEMENT LLC	12	12	26.92%	50.79%	70.79%	Q4 2020	Q3 2023	12
BCGM Wealth Management, LLC	12	12	5.70%	13.23%	17.00%	Q4 2020	Q3 2023	12
Platform Technology Partners	10	1	0.89%	1.21%	1.58%	Q2 2020	Q3 2023	12
Carolina Wealth Advisors, LLC	12	12	0.03%	0.04%	0.04%	Q4 2020	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.00%	1.09%	4.63%	Q2 2013	Q1 2016	12
Spectrum Asset Management, Inc. (NB/CA)	12	12	0.07%	0.21%	0.30%	Q4 2020	Q3 2023	12
Ziegler Capital Management, LLC	8	4	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	12
MJP ASSOCIATES INC /ADV	12	12	0.22%	0.26%	0.35%	Q4 2020	Q3 2023	12
SPC Financial, Inc.	8	1	0.04%	0.21%	0.53%	Q1 2015	Q3 2023	12
High Note Wealth, LLC	12	12	2.97%	3.49%	3.96%	Q4 2020	Q3 2023	12
SevenBridge Financial Group, LLC	12	12	0.16%	0.83%	5.52%	Q2 2019	Q1 2022	12
Source Financial Advisors LLC	12	12	3.28%	4.39%	6.25%	Q4 2020	Q3 2023	12
Colony Family Offices, LLC	12	12	0.00%	0.64%	1.68%	Q4 2020	Q3 2023	12
Greenline Partners, LLC	8	1	0.00%	0.01%	0.01%	Q2 2020	Q3 2023	12
Newton One Investments LLC	12	12	0.62%	0.75%	0.91%	Q4 2020	Q3 2023	12
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	12	12	4.44%	9.10%	17.48%	Q4 2020	Q3 2023	12
BARING ASSET MANAGEMENT Ltd	11	1	1.00%	3.98%	5.77%	Q3 2014	Q3 2017	12
Pine Ridge Advisers LLC	12	12	0.53%	4.72%	14.09%	Q4 2020	Q3 2023	12
DF DENT & CO INC	5	3	0.01%	0.02%	0.04%	Q4 2018	Q4 2022	12
MTM Investment Management, LLC	12	12	0.06%	0.08%	0.11%	Q4 2020	Q3 2023	12
Asio Capital, LLC	10	2	0.01%	0.95%	3.14%	Q4 2019	Q3 2023	12
Goodwin Investment Advisory	12	12	1.84%	3.15%	4.28%	Q4 2020	Q3 2023	12
WNY Asset Management, LLC	12	12	0.40%	0.59%	1.00%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.14%	0.17%	0.23%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	0.62%	0.88%	1.58%	Q4 2020	Q3 2023	12
BCK Partners, Inc.	12	12	0.38%	0.47%	0.70%	Q4 2020	Q3 2023	12
Birchcreek Wealth Management, LLC	12	12	0.67%	0.87%	1.07%	Q4 2020	Q3 2023	12
Foster Group, Inc.	12	12	1.38%	1.80%	2.44%	Q4 2020	Q3 2023	12
Family Management Corp	12	12	0.42%	0.59%	0.75%	Q4 2020	Q3 2023	12
YorkBridge Wealth Partners, LLC	11	1	0.04%	0.04%	0.06%	Q4 2016	Q2 2022	12
Kowal Investment Group, LLC	12	12	0.10%	0.36%	0.63%	Q4 2020	Q3 2023	12
COREPATH WEALTH PARTNERS LLC	12	12	16.53%	22.23%	26.40%	Q4 2020	Q3 2023	12
InterOcean Capital Group, LLC	12	12	0.34%	0.39%	0.60%	Q4 2020	Q3 2023	12
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	0.07%	0.14%	0.44%	Q4 2020	Q3 2023	12
Artemis Wealth Advisors, LLC	12	12	0.20%	11.67%	26.74%	Q2 2017	Q1 2020	12
Onyx Bridge Wealth Group LLC	12	12	5.53%	7.85%	10.36%	Q4 2020	Q3 2023	12
Bouchey Financial Group Ltd	12	12	0.06%	0.07%	0.09%	Q4 2020	Q3 2023	12
COLTON GROOME FINANCIAL ADVISORS, LLC	12	12	0.70%	6.84%	16.12%	Q4 2020	Q3 2023	12
Facet Wealth, Inc.	12	12	0.06%	0.13%	0.17%	Q4 2020	Q3 2023	12
Strategic Investment Advisors / MI	9	1	0.09%	0.16%	0.29%	Q4 2018	Q3 2023	12
Williams Financial, LLC	12	12	8.62%	12.84%	19.57%	Q4 2020	Q3 2023	12
Mirador Capital Partners LP	9	3	0.10%	0.14%	0.18%	Q3 2020	Q3 2023	12
TCG Advisory Services, LLC	12	12	0.10%	0.46%	1.26%	Q4 2020	Q3 2023	12
Blume Capital Management, Inc.	8	1	0.00%	0.02%	0.06%	Q1 2015	Q3 2023	12
Vanguard Personalized Indexing Management, LLC	12	12	0.01%	0.03%	0.07%	Q4 2020	Q3 2023	12
FOCUS Wealth Advisors, LLC	12	12	17.06%	24.84%	28.83%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.48%	0.64%	1.14%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.45%	0.57%	0.69%	Q4 2020	Q3 2023	12
MARCO INVESTMENT MANAGEMENT LLC	5	3	0.02%	0.03%	0.04%	Q3 2017	Q4 2021	12
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC	12	12	37.16%	57.93%	69.92%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	8.25%	9.55%	10.66%	Q4 2020	Q3 2023	12
Capital Planning LLC	12	12	7.32%	8.86%	10.13%	Q4 2020	Q3 2023	12
Mezzasalma Advisors, LLC	12	12	0.16%	0.23%	0.31%	Q4 2020	Q3 2023	12
Frank, Rimerman Advisors LLC	12	12	0.57%	1.10%	2.28%	Q4 2020	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.02%	0.12%	0.50%	Q4 2020	Q3 2023	12
Savior LLC	7	5	0.02%	0.04%	0.17%	Q4 2019	Q3 2023	12
J. W. Coons Advisors, LLC	12	12	0.09%	0.11%	0.14%	Q1 2020	Q4 2022	12
Annapolis Financial Services, LLC	12	12	1.56%	1.86%	2.26%	Q4 2020	Q3 2023	12
Navis Wealth Advisors, LLC	12	12	0.34%	1.10%	2.22%	Q4 2020	Q3 2023	12
Horizon Investment Services, LLC	8	1	0.12%	0.15%	0.17%	Q4 2019	Q3 2023	12
Ashford Advisors, LLC	12	12	51.03%	61.33%	76.88%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.07%	0.42%	1.69%	Q4 2020	Q3 2023	12
Octavia Wealth Advisors, LLC	12	12	0.07%	0.16%	0.29%	Q4 2020	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.08%	0.21%	0.30%	Q4 2020	Q3 2023	12
COLLECTIVE FAMILY OFFICE LLC	12	12	0.29%	0.99%	1.70%	Q4 2020	Q3 2023	12
Sightline Wealth Advisors, LLC	12	12	0.86%	2.19%	5.32%	Q4 2020	Q3 2023	12
1900 WEALTH MANAGEMENT LLC	12	12	0.11%	2.05%	6.90%	Q4 2020	Q3 2023	12
Granby Capital Management, LLC	12	12	5.65%	6.56%	7.77%	Q4 2020	Q3 2023	12
Forward Management, LLC	8	1	0.00%	0.01%	0.02%	Q2 2013	Q4 2017	12
Bank of Finland	12	12	34.00%	49.78%	66.89%	Q4 2020	Q3 2023	12
Ten Capital Wealth Advisors, LLC	12	12	0.08%	2.52%	4.57%	Q3 2020	Q2 2023	12
Price Wealth, LLC	12	12	1.86%	3.72%	7.15%	Q4 2017	Q3 2020	12
Sage Mountain Advisors LLC	12	12	0.12%	0.17%	0.24%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.60%	0.84%	0.97%	Q4 2020	Q3 2023	12
Resource Management, LLC	7	1	0.03%	0.04%	0.05%	Q3 2018	Q4 2021	12
Virtu Financial LLC	3	1	0.05%	1.25%	3.92%	Q3 2013	Q3 2020	12
HARBOR ADVISORY CORP /MA/	12	12	2.40%	3.03%	3.46%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	5.11%	6.55%	8.14%	Q4 2020	Q3 2023	12
Money Design Co.,Ltd.	9	3	0.00%	0.22%	0.43%	Q1 2020	Q3 2023	12
Financial Network Wealth Management LLC	12	12	4.68%	5.24%	5.82%	Q4 2020	Q3 2023	12
Sunflower Bank, N.A.	12	12	0.32%	0.47%	0.67%	Q4 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	2.98%	4.05%	5.90%	Q4 2019	Q3 2023	12
Curi Wealth Management, LLC	12	12	6.19%	8.59%	12.18%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	8.65%	9.30%	10.43%	Q4 2020	Q3 2023	12
RIDGECREST WEALTH PARTNERS, LLC	11	11	2.95%	3.59%	4.09%	Q1 2021	Q3 2023	11
Cardan Capital Partners, LLC	10	1	0.03%	0.05%	0.07%	Q1 2018	Q3 2021	11
MONUMENTAL FINANCIAL GROUP INC.	11	11	0.67%	12.63%	18.27%	Q1 2021	Q3 2023	11
JUNCTURE WEALTH STRATEGIES, LLC	11	11	0.18%	0.28%	0.36%	Q2 2021	Q4 2023	11
Sierra Capital LLC	11	11	2.15%	3.03%	3.48%	Q1 2021	Q3 2023	11
TrueWealth Advisors, LLC	11	11	0.65%	0.73%	0.79%	Q1 2021	Q3 2023	11
CORBETT ROAD CAPITAL MANAGEMENT, LLC	11	11	2.51%	4.80%	8.83%	Q4 2019	Q2 2022	11
Northstar Advisory Group, LLC	8	3	2.55%	7.03%	15.53%	Q4 2020	Q3 2023	11
Carnick & Kubik, LLC	11	11	0.15%	0.33%	0.45%	Q3 2013	Q1 2016	11
CAMDEN NATIONAL BANK	11	11	0.06%	0.15%	0.27%	Q1 2021	Q3 2023	11
Concord Wealth Partners	11	11	0.01%	0.12%	0.23%	Q1 2021	Q3 2023	11
Intrua Financial, LLC	10	1	0.11%	0.78%	1.21%	Q2 2020	Q1 2023	11
Pallas Capital Advisors LLC	11	11	0.66%	1.56%	2.30%	Q1 2021	Q3 2023	11
Symphony Financial, Ltd. Co.	10	1	0.50%	1.13%	1.59%	Q1 2020	Q3 2023	11
GRIES FINANCIAL LLC	11	11	10.01%	13.37%	17.19%	Q1 2021	Q3 2023	11
Narus Financial Partners, LLC	7	4	0.80%	1.19%	1.81%	Q4 2016	Q3 2023	11
CT Financial Advisors LLC	10	1	0.07%	0.08%	0.09%	Q1 2014	Q1 2017	11
Fi3 FINANCIAL ADVISORS, LLC	11	11	10.43%	14.06%	16.44%	Q1 2021	Q3 2023	11
Rollins Financial	8	3	0.18%	0.23%	0.30%	Q4 2020	Q3 2023	11
HYA Advisors, Inc	11	11	0.83%	1.35%	1.55%	Q4 2019	Q2 2022	11
Strategic Wealth Investment Group, LLC	6	5	0.05%	0.10%	0.21%	Q4 2020	Q3 2023	11
Roof Eidam Maycock Peralta, LLC	10	1	0.03%	1.08%	2.60%	Q3 2019	Q3 2023	11
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	11	11	0.96%	3.86%	6.07%	Q1 2021	Q3 2023	11
PRIVATE ASSET MANAGEMENT INC	10	1	0.03%	0.04%	0.05%	Q3 2018	Q2 2023	11
Portfolio Solutions, LLC	11	11	0.03%	0.04%	0.04%	Q1 2016	Q3 2018	11
NORTHSTAR WEALTH PARTNERS LLC	11	11	0.11%	0.65%	0.78%	Q1 2018	Q3 2020	11
Eagle Bay Advisors LLC	10	10	0.09%	9.46%	15.49%	Q2 2021	Q3 2023	11
Black Swift Group, LLC	5	1	0.01%	0.06%	0.10%	Q3 2017	Q3 2023	11
Avestar Capital, LLC	7	4	0.08%	0.69%	1.76%	Q4 2017	Q3 2023	11
KENNICOTT CAPITAL MANAGEMENT LLC	11	11	3.57%	5.88%	9.98%	Q1 2021	Q3 2023	11
Systematic Alpha Investments, LLC	7	4	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	11
Regency Capital Management Inc.\DE	11	11	0.63%	1.50%	6.85%	Q1 2021	Q3 2023	11
Consolidated Planning Corp	6	1	0.06%	0.12%	0.24%	Q4 2019	Q3 2023	11
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	11	11	0.03%	0.55%	1.33%	Q1 2021	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.35%	1.49%	10.76%	Q1 2019	Q3 2021	11
FIRETHORN WEALTH PARTNERS, LLC	8	3	4.93%	6.68%	8.31%	Q4 2020	Q3 2023	11
KB FINANCIAL PARTNERS, LLC	11	11	8.50%	9.23%	9.74%	Q1 2021	Q3 2023	11
CARY STREET PARTNERS ASSET MANAGEMENT LLC	11	11	0.05%	0.17%	0.45%	Q4 2020	Q2 2023	11
FIRST NATIONAL BANK SIOUX FALLS	11	11	0.26%	0.33%	0.45%	Q1 2021	Q3 2023	11
Capital Bank & Trust Co	8	3	0.00%	0.00%	0.02%	Q2 2018	Q2 2021	11
C M BIDWELL & ASSOCIATES LTD	11	11	0.46%	1.60%	2.54%	Q4 2019	Q2 2022	11
Twin Tree Management, LP	4	1	0.01%	0.23%	0.97%	Q2 2020	Q3 2022	11
IBBOTSON ASSOCIATES INC	11	11	3.37%	5.68%	8.27%	Q2 2013	Q4 2015	11
PIN OAK INVESTMENT ADVISORS INC	10	1	0.11%	0.21%	0.41%	Q1 2020	Q3 2023	11
Sompo Asset Management Co., Ltd.	6	1	0.07%	0.16%	0.38%	Q1 2019	Q4 2022	11
TRUEWEALTH LLC	11	11	2.38%	4.29%	7.25%	Q4 2017	Q2 2020	11
AXIOM INVESTORS LLC /DE	11	11	0.02%	0.06%	0.09%	Q1 2021	Q3 2023	11
Better Money Decisions, LLC	11	11	0.36%	0.44%	0.51%	Q1 2021	Q3 2023	11
Newport Capital Group, LLC	9	2	1.51%	3.76%	4.97%	Q4 2020	Q3 2023	11
Spire Wealth Management	11	11	2.71%	3.50%	4.43%	Q1 2021	Q3 2023	11
Squar Milner Financial Services LLC	11	11	2.03%	2.68%	3.59%	Q4 2017	Q2 2020	11
Kessler Investment Group, LLC	11	11	0.09%	10.23%	17.91%	Q3 2018	Q1 2021	11
AIA Group Ltd	11	11	0.99%	25.58%	30.52%	Q1 2021	Q3 2023	11
Canvas Wealth Advisors, LLC	11	11	1.09%	1.23%	1.56%	Q1 2021	Q3 2023	11
Addison Advisors LLC	10	1	0.34%	0.61%	1.23%	Q4 2020	Q3 2023	11
First Fiduciary Investment Counsel, Inc.	5	1	0.02%	0.04%	0.05%	Q4 2018	Q3 2023	11
First Capital Advisors Group, LLC.	7	4	0.00%	0.45%	0.75%	Q2 2017	Q2 2023	11
West Financial Advisors, LLC	11	11	0.06%	0.06%	0.08%	Q4 2020	Q2 2023	11
Lumature Wealth Partners, LLC	11	11	3.64%	4.71%	7.61%	Q4 2020	Q2 2023	11
HOWARD CAPITAL MANAGEMENT	8	3	0.03%	0.08%	0.11%	Q2 2017	Q4 2020	11
Bard Financial Services, Inc.	11	11	1.78%	2.08%	2.87%	Q4 2020	Q2 2023	11
Campion Asset Management	11	11	3.36%	4.03%	4.78%	Q1 2021	Q3 2023	11
Biechele Royce Advisors	11	11	0.10%	0.24%	0.40%	Q1 2021	Q3 2023	11
NOMURA HOLDINGS INC	11	11	0.00%	0.79%	1.66%	Q4 2012	Q2 2015	11
Fermata Advisors, LLC	11	11	0.42%	4.20%	6.75%	Q1 2021	Q3 2023	11
Towerpoint Wealth, LLC	11	11	0.06%	0.14%	0.20%	Q3 2019	Q1 2022	11
Benedetti & Gucer, Inc.	11	11	19.12%	30.03%	42.38%	Q1 2021	Q3 2023	11
AQR Capital Management	10	1	0.00%	0.20%	0.49%	Q2 2018	Q3 2023	11
Highstreet Asset Management Inc.	11	11	0.03%	0.07%	0.15%	Q2 2017	Q4 2019	11
USAdvisors Wealth Management, LLC	10	1	0.11%	0.22%	0.33%	Q4 2020	Q3 2023	11
CUMBERLAND ADVISORS INC	5	1	0.22%	2.38%	10.69%	Q3 2014	Q2 2020	11
Kaizen Financial Strategies	9	2	0.23%	0.35%	0.70%	Q4 2020	Q3 2023	11
CURIAN CAPITAL LLC	11	11	1.14%	1.62%	2.14%	Q2 2013	Q4 2015	11
MRA Advisory Group	6	5	0.16%	0.87%	3.28%	Q4 2020	Q3 2023	11
PATRON PARTNERS, LLC	11	11	0.21%	0.90%	1.08%	Q1 2021	Q3 2023	11
Financial Planning & Information Services, Inc.	7	4	0.04%	0.06%	0.07%	Q4 2020	Q3 2023	11
Alaethes Wealth LLC	11	11	0.28%	0.37%	0.55%	Q1 2021	Q3 2023	11
FENIMORE ASSET MANAGEMENT INC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
Wolf Group Capital Advisors	11	11	0.15%	0.22%	0.32%	Q4 2013	Q2 2016	11
Nachman Norwood & Parrott, Inc	11	11	0.79%	0.93%	1.20%	Q4 2018	Q2 2021	11
MBA Advisors LLC	11	11	0.62%	1.20%	1.51%	Q1 2021	Q3 2023	11
Madrona Financial Services, LLC	11	11	0.12%	1.48%	10.75%	Q1 2021	Q3 2023	11
EQ LLC	11	11	6.04%	11.69%	15.60%	Q4 2020	Q2 2023	11
WestHill Financial Advisors, Inc.	9	2	0.83%	0.90%	1.01%	Q4 2020	Q3 2023	11
MACRO Consulting Group	11	11	0.84%	1.19%	1.71%	Q4 2018	Q2 2021	11
4Thought Financial Group Inc.	11	11	4.65%	8.34%	11.79%	Q1 2021	Q3 2023	11
Empirical Finance, LLC	5	1	0.02%	0.80%	1.94%	Q4 2016	Q3 2023	11
Howard Capital Management Group, LLC	11	11	0.04%	0.04%	0.05%	Q1 2021	Q3 2023	11
GoalVest Advisory LLC	8	3	0.14%	0.39%	0.97%	Q4 2020	Q4 2023	11
BOSTON ADVISORS LLC	11	11	0.01%	0.09%	0.24%	Q1 2017	Q3 2019	11
Neuburgh Advisers LLC	11	11	0.85%	1.53%	2.51%	Q1 2017	Q3 2019	11
Iron Horse Wealth Management, LLC	7	4	0.17%	0.21%	0.25%	Q4 2020	Q3 2023	11
Crew Capital Management, Ltd.	11	11	1.17%	1.49%	1.88%	Q1 2021	Q3 2023	11
Personal Wealth Partners	11	11	4.10%	4.46%	4.78%	Q3 2019	Q1 2022	11
Range Financial Group LLC	11	11	0.66%	1.76%	2.19%	Q1 2021	Q3 2023	11
Hoover Financial Advisors, Inc.	11	11	0.17%	0.32%	0.60%	Q4 2018	Q2 2021	11
Wealth Advisory Solutions, LLC	5	1	0.06%	0.17%	0.30%	Q4 2019	Q1 2023	11
F/M Investments LLC	7	4	0.71%	0.88%	1.24%	Q4 2020	Q3 2023	11
Navalign, LLC	11	11	0.10%	0.28%	0.91%	Q1 2021	Q3 2023	11
Koss-Olinger Consulting, LLC	11	11	0.73%	1.05%	1.35%	Q1 2021	Q3 2023	11
3D/L Capital Management, LLC	11	11	0.26%	0.45%	0.58%	Q1 2021	Q3 2023	11
Tyers Asset Management LLC	11	11	0.52%	1.00%	1.69%	Q1 2017	Q3 2019	11
Gitterman Wealth Management, LLC	11	11	1.47%	6.59%	22.53%	Q1 2021	Q3 2023	11
Virtu KCG Holdings LLC	4	1	0.00%	0.04%	0.15%	Q3 2013	Q4 2016	11
TIVERTON ASSET MANAGEMENT LLC	11	11	2.88%	3.77%	5.11%	Q1 2017	Q3 2019	11
Glen Harbor Capital Management LLC	11	11	0.25%	0.46%	0.76%	Q1 2017	Q3 2019	11
Hennion & Walsh Asset Management, Inc.	11	11	1.32%	1.79%	2.94%	Q1 2021	Q3 2023	11
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	9	1	0.00%	0.09%	0.17%	Q2 2013	Q3 2023	11
Berger Financial Group, Inc	7	4	0.04%	0.12%	0.15%	Q4 2020	Q3 2023	11
Capital Advisors Wealth Management, LLC	11	11	4.97%	5.44%	6.01%	Q1 2021	Q3 2023	11
Enterprise Bank & Trust Co	11	11	0.08%	0.62%	1.22%	Q1 2021	Q3 2023	11
Flinton Capital Management LLC	11	11	0.68%	1.22%	2.02%	Q1 2017	Q3 2019	11
Joseph P. Lucia & Associates, LLC	5	2	0.02%	0.02%	0.03%	Q2 2019	Q2 2022	11
Bridgewater Wealth & Financial Management, LLC	11	11	0.54%	0.63%	0.79%	Q4 2014	Q2 2017	11
GenTrust, LLC	7	4	0.02%	0.04%	0.07%	Q2 2019	Q3 2023	11
Permanens Capital L.P.	9	1	0.00%	5.77%	57.66%	Q4 2018	Q2 2021	10
Friedenthal Financial	10	10	0.50%	2.61%	7.25%	Q4 2013	Q1 2016	10
Huber Financial Advisors, LLC	10	10	0.11%	0.22%	0.33%	Q4 2017	Q1 2020	10
Running Point Capital Advisors, LLC	5	5	0.08%	1.04%	2.74%	Q4 2020	Q3 2023	10
Jordan Park Group LLC	9	1	0.02%	0.09%	0.16%	Q4 2019	Q3 2023	10
Triumph Capital Management	10	10	0.30%	1.21%	2.42%	Q2 2021	Q3 2023	10
Sapphire Star Partners LP	8	2	0.94%	2.15%	3.11%	Q2 2016	Q4 2018	10
Shoker Investment Counsel, Inc.	10	10	0.30%	2.54%	3.80%	Q2 2021	Q3 2023	10
Pachira Investments Inc.	8	2	9.38%	24.62%	38.33%	Q2 2020	Q3 2023	10
SWMG, LLC	6	4	10.58%	16.95%	25.10%	Q4 2020	Q2 2023	10
Bank of New Hampshire	10	10	1.42%	1.85%	2.41%	Q2 2021	Q3 2023	10
Lowell Blake & Associates Inc.	10	10	0.22%	0.27%	0.32%	Q2 2021	Q3 2023	10
Wescott Financial Advisory Group, LLC	10	10	0.27%	4.21%	7.77%	Q2 2021	Q3 2023	10
Prentice Wealth Management LLC	5	5	0.13%	0.14%	0.17%	Q1 2021	Q3 2023	10
Probity Advisors, Inc.	6	1	0.05%	0.07%	0.12%	Q4 2019	Q3 2023	10
Hochman Cole Investment Advisors, Inc.	6	4	0.12%	0.14%	0.20%	Q1 2019	Q3 2021	10
MBL Wealth, LLC	7	1	0.09%	0.26%	0.76%	Q4 2020	Q3 2023	10
Wagner Wealth Management, LLC	8	2	0.02%	0.41%	0.80%	Q2 2018	Q3 2022	10
Sowa Financial Group, Inc.	10	10	0.63%	0.78%	0.99%	Q4 2019	Q1 2022	10
Tempus Wealth Planning, LLC	10	10	1.54%	2.28%	2.84%	Q2 2021	Q3 2023	10
SVB Investment Services Inc.	10	10	0.80%	1.02%	1.67%	Q4 2019	Q1 2022	10
All Terrain Financial Advisors, LLC	9	1	0.17%	0.27%	0.82%	Q4 2017	Q4 2020	10
Convergent Wealth Advisors	10	10	27.50%	38.28%	46.51%	Q2 2013	Q3 2015	10
MayTech Global Investments, LLC	10	10	0.25%	0.37%	0.48%	Q2 2021	Q3 2023	10
Planned Solutions, Inc.	7	1	0.12%	0.38%	0.51%	Q3 2020	Q2 2023	10
Lyons Wealth Management, LLC.	6	1	0.11%	3.66%	12.96%	Q2 2013	Q1 2016	10
Catamount Wealth Management	6	4	0.00%	0.01%	0.02%	Q4 2014	Q1 2019	10
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	10	10	0.02%	1.92%	5.82%	Q2 2014	Q3 2016	10
ONE PLUS ONE WEALTH MANAGEMENT, LLC	8	2	0.14%	0.17%	0.19%	Q1 2021	Q3 2023	10
MID CONTINENT CAPITAL LLC/IL	10	10	0.15%	0.25%	0.37%	Q2 2013	Q3 2015	10
Founders Capital Management	7	3	0.01%	0.05%	0.15%	Q1 2017	Q4 2023	10
PECAUT & CO.	10	10	0.52%	1.00%	1.23%	Q1 2017	Q2 2019	10
University of Massachusetts Foundation, Inc.	10	10	20.10%	29.02%	35.08%	Q2 2021	Q3 2023	10
HNP Capital LLC	7	3	0.05%	0.81%	6.83%	Q4 2018	Q4 2021	10
Bayesian Capital Management, LP	2	1	0.08%	0.20%	0.40%	Q3 2016	Q4 2022	10
HARBOUR INVESTMENTS, INC.	6	4	0.73%	0.92%	1.10%	Q1 2021	Q3 2023	10
Highwater Wealth Management, LLC	6	4	2.17%	3.90%	5.88%	Q3 2016	Q3 2019	10
Belvedere Trading LLC	4	4	0.00%	0.01%	0.02%	Q4 2022	Q3 2023	10
JTC Employer Solutions Trustee Ltd	10	10	0.22%	0.51%	1.96%	Q2 2021	Q3 2023	10
WealthTrust Asset Management, LLC	10	10	0.24%	0.28%	0.31%	Q2 2021	Q3 2023	10
Banco de Sabadell, S.A	7	3	0.01%	0.17%	0.26%	Q4 2017	Q1 2021	10
Tatro Capital, LLC	10	10	0.33%	0.40%	0.53%	Q4 2019	Q1 2022	10
Lake Point Wealth Management	5	2	3.09%	8.14%	22.41%	Q4 2018	Q2 2022	10
OKABENA INVESTMENT SERVICES INC	8	2	0.02%	1.17%	2.32%	Q4 2019	Q3 2023	10
Elevated Capital Advisors, LLC	5	1	0.12%	0.71%	1.51%	Q1 2019	Q3 2023	10
Inspire Advisors, LLC	8	2	0.08%	0.11%	0.14%	Q4 2020	Q3 2023	10
Powell Investment Advisors, LLC	8	2	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	10
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	9	1	0.05%	0.09%	0.12%	Q2 2013	Q4 2019	10
AMUSSEN HUNSAKER ASSOCIATES LLC	7	1	0.01%	0.06%	0.10%	Q2 2018	Q2 2023	10
VERUS CAPITAL PARTNERS, LLC	7	2	0.00%	2.17%	2.72%	Q4 2019	Q3 2023	10
BRINKER CAPITAL INC	8	1	0.01%	0.71%	1.41%	Q4 2016	Q2 2020	10
LaFleur & Godfrey LLC	10	10	0.03%	0.04%	0.04%	Q2 2021	Q3 2023	10
SMI Advisory Services, LLC	9	1	2.30%	2.79%	3.24%	Q1 2021	Q3 2023	10
Alpha Omega Wealth Management LLC	6	1	0.00%	0.04%	0.13%	Q4 2015	Q2 2023	10
RHS Financial, LLC	10	10	0.58%	1.49%	2.02%	Q2 2021	Q3 2023	10
All Season Financial Advisors, Inc.	10	10	0.21%	1.01%	1.68%	Q2 2021	Q3 2023	10
TRH Financial, LLC	9	1	0.34%	0.56%	0.79%	Q4 2019	Q2 2022	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.10%	1.81%	4.93%	Q4 2020	Q3 2023	10
Vishria Bird Financial Group, LLC	10	10	0.16%	0.33%	0.45%	Q2 2018	Q3 2020	10
Snider Financial Group	10	10	4.88%	6.15%	7.43%	Q2 2021	Q3 2023	10
CALIBER WEALTH MANAGEMENT, LLC	10	10	0.15%	0.42%	0.63%	Q4 2020	Q1 2023	10
DRW Securities, LLC	1	1	0.12%	0.69%	2.31%	Q1 2016	Q1 2023	10
Kathmere Capital Management, LLC	8	2	0.03%	0.05%	0.06%	Q3 2020	Q3 2023	10
Radnor Capital Management, LLC	5	1	0.04%	0.08%	0.11%	Q3 2020	Q3 2023	10
MinichMacGregor Wealth Management, LLC	7	1	0.01%	0.95%	3.45%	Q3 2019	Q3 2023	10
Syntal Capital Partners, LLC	6	2	0.46%	10.26%	20.08%	Q1 2014	Q2 2022	10
Blueprint Investment Partners LLC	10	10	0.20%	2.38%	6.05%	Q2 2021	Q3 2023	10
MOTIVE WEALTH ADVISORS	10	10	3.67%	6.73%	9.69%	Q2 2021	Q3 2023	10
HARVEST CAPITAL MANAGEMENT INC	10	10	0.24%	0.26%	0.31%	Q1 2017	Q2 2019	10
Clear Perspectives Financial Planning, LLC	10	10	0.86%	1.25%	1.57%	Q4 2020	Q1 2023	10
SMITHBRIDGE ASSET MANAGEMENT INC/DE	10	10	1.15%	1.90%	3.10%	Q2 2021	Q3 2023	10
Truvvo Partners LLC	6	1	0.08%	0.19%	0.27%	Q1 2018	Q3 2021	10
IMC-Chicago, LLC	3	1	0.01%	0.06%	0.22%	Q4 2018	Q2 2023	10
OPTIMUM INVESTMENT ADVISORS	6	4	0.00%	0.00%	0.01%	Q1 2018	Q2 2021	10
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	10	10	0.00%	0.06%	0.13%	Q2 2014	Q3 2016	10
Strategic Equity Management	10	10	0.11%	0.77%	5.21%	Q2 2021	Q3 2023	10
TPB WEALTH ADVISORS	10	10	19.87%	29.47%	39.89%	Q4 2020	Q1 2023	10
SCHNIEDERS CAPITAL MANAGEMENT LLC	10	10	0.07%	0.32%	0.56%	Q2 2021	Q3 2023	10
Garrison Point Capital, LLC	10	10	0.31%	4.16%	13.47%	Q2 2020	Q3 2022	10
Shelter Mutual Insurance Co	10	10	0.08%	0.40%	1.66%	Q2 2021	Q3 2023	10
Shelter Ins Retirement Plan	10	10	57.07%	58.95%	60.79%	Q2 2021	Q3 2023	10
First Bancorp, Inc /ME/	9	1	2.64%	3.17%	3.66%	Q1 2021	Q3 2023	10
CITY NATIONAL BANK	10	10	0.07%	0.08%	0.11%	Q2 2013	Q3 2015	10
Connectus Wealth, LLC	7	3	0.13%	1.24%	3.27%	Q1 2021	Q3 2023	10
LOOMIS SAYLES & CO L P	10	10	0.00%	0.00%	0.00%	Q4 2018	Q1 2021	10
CS MCKEE LP	10	10	0.10%	0.22%	0.28%	Q2 2016	Q3 2018	10
Alpha DNA Investment Management LLC	10	10	0.12%	0.36%	0.55%	Q4 2020	Q1 2023	10
Gunma Bank,Ltd.	5	1	0.92%	1.81%	3.53%	Q2 2020	Q1 2023	10
Castleview Partners, LLC	8	1	0.01%	0.22%	0.74%	Q1 2018	Q3 2023	10
GSB Wealth Management, LLC	8	2	0.19%	1.68%	5.16%	Q1 2021	Q3 2023	10
Hefty Wealth Partners	10	10	1.40%	1.77%	2.83%	Q4 2015	Q1 2018	10
Cordasco Financial Network	8	2	0.02%	0.10%	0.12%	Q2 2019	Q2 2022	10
Gs Investments, Inc.	9	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	10
FORT PITT CAPITAL GROUP INC	9	9	0.03%	0.06%	0.10%	Q3 2013	Q3 2015	9
TNF LLC	9	9	8.96%	13.22%	18.33%	Q3 2021	Q3 2023	9
Alaska Wealth Advisors	5	1	0.00%	0.90%	6.24%	Q4 2018	Q3 2023	9
PAYDEN & RYGEL	9	9	0.24%	0.50%	0.73%	Q2 2014	Q2 2016	9
Robeco Institutional Asset Management B.V.	9	9	0.00%	0.01%	0.02%	Q2 2013	Q2 2015	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.02%	0.18%	0.39%	Q2 2013	Q2 2015	9
ARS Wealth Advisors Group, LLC	9	9	0.04%	0.08%	0.13%	Q3 2021	Q3 2023	9
J. Goldman & Co LP	3	1	0.05%	3.19%	17.17%	Q3 2015	Q4 2019	9
PRIVATE MANAGEMENT GROUP INC	9	9	0.01%	0.02%	0.05%	Q3 2021	Q3 2023	9
DAVIDSON INVESTMENT ADVISORS	6	1	0.03%	0.05%	0.06%	Q4 2015	Q2 2022	9
Tenret Co LLC	9	9	0.48%	0.52%	0.56%	Q2 2021	Q2 2023	9
Phoenix Holdings Ltd.	9	9	0.14%	0.46%	1.40%	Q3 2019	Q3 2021	9
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	8	1	0.00%	0.35%	2.13%	Q3 2017	Q4 2021	9
Investors Financial Group, LLC	9	9	0.46%	0.55%	0.60%	Q4 2019	Q4 2021	9
Cutter & CO Brokerage, Inc.	7	2	0.06%	0.16%	0.24%	Q1 2018	Q3 2023	9
Ashfield Capital Partners, LLC	9	9	0.02%	0.08%	0.14%	Q3 2020	Q3 2022	9
Pinnacle Summer Investments, Inc.	8	1	0.18%	0.23%	0.36%	Q2 2013	Q3 2015	9
EAGLE GLOBAL ADVISORS LLC	7	2	0.01%	0.02%	0.03%	Q4 2018	Q3 2022	9
Cypress Capital, LLC	6	1	0.04%	0.23%	0.37%	Q4 2020	Q3 2023	9
Long Road Investment Counsel, LLC	9	9	0.26%	0.28%	0.31%	Q3 2017	Q3 2019	9
IMPAX ASSET MANAGEMENT LLC	3	1	0.02%	0.25%	1.17%	Q3 2015	Q2 2018	9
Sanford Advisory Services, LLC	9	9	0.06%	8.45%	12.68%	Q4 2020	Q4 2022	9
HawsGoodwin Investment Management LLC	9	9	0.01%	0.07%	0.43%	Q4 2019	Q4 2021	9
Newman & Schimel, LLC	9	9	0.32%	0.63%	1.26%	Q4 2020	Q4 2022	9
Clean Yield Group	7	2	0.00%	0.00%	0.01%	Q3 2020	Q4 2022	9
Vantage Financial Partners Ltd., Inc.	9	9	0.12%	0.25%	0.38%	Q3 2021	Q3 2023	9
BIEGEL & WALLER LLC	9	9	0.16%	0.69%	1.57%	Q3 2017	Q3 2019	9
BASSETT HARGROVE INVESTMENT COUNSEL, LLC	5	4	5.58%	6.07%	6.34%	Q2 2021	Q3 2023	9
Regent Investment Management LLC	7	2	0.07%	0.12%	0.28%	Q3 2019	Q4 2022	9
FLAGSTAR ADVISORS INC	9	9	9.41%	11.18%	12.82%	Q3 2021	Q3 2023	9
NEW YORK STATE COMMON RETIREMENT FUND	9	9	0.00%	0.01%	0.01%	Q2 2021	Q2 2023	9
Agate Pass Investment Management, LLC	9	9	0.41%	0.47%	0.58%	Q4 2021	Q4 2023	9
GoalFusion Wealth Management, LLC	9	9	24.16%	24.75%	25.15%	Q4 2021	Q4 2023	9
McAlister, Sweet & Associates, Inc.	9	9	9.68%	27.11%	38.55%	Q4 2021	Q4 2023	9
Everhart Financial Group, Inc.	9	9	0.44%	0.56%	0.72%	Q3 2021	Q3 2023	9
Capital International Investors	5	4	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	9
KLS Professional Advisors Group, LLC	9	9	7.79%	16.64%	24.83%	Q2 2017	Q2 2019	9
Robbins Farley	9	9	0.08%	0.09%	0.11%	Q3 2021	Q3 2023	9
Capital Group Private Client Services, Inc.	9	9	0.01%	0.02%	0.03%	Q3 2021	Q3 2023	9
Dentgroup LLC	9	9	1.48%	3.50%	6.08%	Q4 2021	Q4 2023	9
DUDLEY & SHANLEY, INC.	9	9	0.13%	0.15%	0.19%	Q3 2020	Q3 2022	9
Bickling Financial Services, Inc.	9	9	0.13%	0.96%	3.80%	Q4 2020	Q4 2022	9
Golden State Equity Partners	6	3	0.48%	0.81%	1.41%	Q4 2020	Q3 2023	9
WC Walker & Associates, Inc.	9	9	0.12%	0.20%	0.47%	Q4 2020	Q4 2022	9
Accurate Wealth Management, LLC	8	1	0.09%	0.16%	0.23%	Q2 2021	Q3 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	0.08%	0.12%	0.17%	Q3 2021	Q3 2023	9
Bredin Investment LLC	9	9	0.17%	0.51%	1.25%	Q4 2017	Q4 2019	9
OptiFour Integrated Wealth Management, LLC	9	9	0.44%	0.47%	0.50%	Q4 2017	Q4 2019	9
Clal Insurance Enterprises Holdings Ltd	9	9	0.00%	0.26%	0.52%	Q1 2021	Q1 2023	9
CFS Investment Advisory Services, LLC	5	1	0.06%	1.11%	2.55%	Q4 2020	Q3 2023	9
Allegis Investment Advisors, LLC	8	1	0.03%	0.61%	1.60%	Q4 2015	Q1 2018	9
VALLEY FORGE ASSET MANAGEMENT, LLC	9	9	0.02%	0.03%	0.05%	Q2 2013	Q2 2015	9
DELTA FINANCIAL ADVISORS LLC	9	9	0.12%	0.17%	0.27%	Q3 2021	Q3 2023	9
Fusion Investment Group, LLC	9	9	0.51%	1.02%	2.41%	Q4 2013	Q4 2015	9
Engrave Wealth Partners LLC	6	3	0.01%	0.15%	0.23%	Q4 2019	Q3 2023	9
PacWest Financial Management Inc	9	9	0.35%	1.65%	2.35%	Q4 2014	Q4 2016	9
Sensible Financial Planning & Management, LLC.	6	1	0.02%	0.04%	0.09%	Q2 2015	Q1 2022	9
AWM CAPITAL, LLC	9	9	0.30%	0.57%	0.95%	Q3 2021	Q3 2023	9
RIVERHEAD CAPITAL MANAGEMENT LLC	6	3	0.05%	0.38%	0.74%	Q2 2017	Q3 2019	9
Triangle Securities Wealth Management	4	2	0.08%	0.38%	0.70%	Q2 2013	Q3 2023	9
Aletheian Wealth Advisors LLC	9	9	5.14%	6.97%	10.88%	Q4 2021	Q4 2023	9
Olympiad Research LP	6	3	0.09%	0.69%	1.53%	Q1 2020	Q2 2022	9
FIRSTMERIT BANK N A TRUSTEE	8	1	0.02%	0.05%	0.14%	Q4 2013	Q2 2016	9
OAKBROOK INVESTMENTS LLC	5	1	0.01%	0.03%	0.06%	Q1 2014	Q4 2018	9
Illinois Municipal Retirement Fund	5	4	0.05%	0.16%	0.23%	Q2 2021	Q3 2023	9
Bromfield Sneider Wealth Advisors	9	9	1.54%	1.98%	2.37%	Q4 2021	Q4 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.38%	0.51%	0.82%	Q3 2021	Q3 2023	9
Roberts Wealth Advisors, LLC	9	9	0.35%	0.38%	0.40%	Q3 2021	Q3 2023	9
CAPITAL ONE FINANCIAL CORP	9	9	0.66%	1.02%	1.34%	Q1 2020	Q1 2022	9
Interchange Capital Partners, LLC	8	1	0.13%	2.56%	5.71%	Q4 2020	Q3 2023	9
Covestor Ltd	8	8	0.00%	0.02%	0.04%	Q4 2021	Q3 2023	9
Financial Council Asset Management Inc	9	9	2.42%	4.43%	6.64%	Q3 2021	Q3 2023	9
Independent Wealth Network Inc.	9	9	0.36%	0.46%	0.61%	Q3 2021	Q3 2023	9
Sterneck Capital Management, LLC	5	4	0.14%	0.30%	0.58%	Q2 2013	Q2 2022	9
Essex LLC	9	9	0.56%	0.74%	0.90%	Q3 2021	Q3 2023	9
Integrated Wealth Management	9	9	1.04%	1.21%	1.40%	Q1 2015	Q1 2017	9
Beacon Wealthcare LLC	9	9	0.12%	0.13%	0.14%	Q4 2021	Q4 2023	9
Delos Wealth Advisors, LLC	9	9	0.12%	0.16%	0.19%	Q3 2021	Q3 2023	9
CONNORS INVESTOR SERVICES INC	8	1	0.07%	0.08%	0.09%	Q1 2015	Q3 2017	9
Abacus Wealth Partners, LLC	6	3	0.11%	0.18%	0.43%	Q2 2021	Q3 2023	9
JB Capital LLC	9	9	12.83%	18.49%	24.37%	Q3 2021	Q3 2023	9
Leelyn Smith, LLC	6	1	0.05%	0.31%	0.90%	Q4 2019	Q3 2023	9
Minot Wealth Management LLC	9	9	0.12%	0.19%	0.26%	Q2 2020	Q2 2022	9
GENWORTH FINANCIAL INC	9	9	26.90%	76.48%	90.77%	Q3 2021	Q3 2023	9
Highmount Capital, LLC	9	9	0.64%	0.87%	1.31%	Q2 2013	Q2 2015	9
OneAscent Financial Services LLC	4	1	0.10%	0.36%	0.88%	Q2 2019	Q3 2023	9
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	8	1	0.59%	0.87%	1.28%	Q4 2020	Q1 2023	9
LOWE BROCKENBROUGH & CO INC	9	9	2.77%	3.07%	3.32%	Q3 2021	Q3 2023	9
NATIXIS	6	3	0.17%	0.58%	1.57%	Q2 2016	Q4 2018	9
Spring Creek Investment Management, LLC	9	9	10.22%	26.97%	38.32%	Q4 2018	Q4 2020	9
RED CEDAR INVESTMENT MANAGEMENT, LLC	5	1	0.12%	0.89%	1.61%	Q3 2020	Q3 2023	9
Cerro Pacific Wealth Advisors LLC	8	1	0.60%	2.82%	5.09%	Q4 2020	Q1 2023	9
PFS Partners, LLC	8	8	4.15%	5.30%	8.69%	Q4 2021	Q3 2023	8
Activest Wealth Management	6	1	0.04%	0.17%	0.29%	Q1 2021	Q3 2023	8
YOUSIF CAPITAL MANAGEMENT, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
NewEdge Wealth, LLC	8	8	0.03%	0.09%	0.15%	Q4 2021	Q3 2023	8
Caerus Investment Advisors, LLC	8	8	0.26%	0.62%	1.52%	Q4 2021	Q3 2023	8
Keystone Financial Services	8	8	15.98%	22.75%	28.05%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.07%	0.08%	0.13%	Q4 2020	Q3 2022	8
Keystone Wealth Services, LLC	8	8	8.16%	9.31%	10.21%	Q4 2021	Q3 2023	8
Twelve Points Wealth Management LLC	8	8	0.25%	0.40%	0.67%	Q4 2021	Q3 2023	8
C2C Wealth Management, LLC	8	8	0.84%	0.94%	1.04%	Q4 2021	Q3 2023	8
Heritage Investment Group, Inc.	8	8	7.04%	10.02%	11.69%	Q4 2021	Q3 2023	8
Epic Trust Investment Advisors, LLC	8	8	0.52%	0.68%	0.84%	Q4 2021	Q3 2023	8
Level Financial Advisors	8	8	0.01%	0.04%	0.11%	Q4 2021	Q3 2023	8
Crestmont Private Wealth LLC	8	8	25.43%	30.24%	38.40%	Q4 2021	Q3 2023	8
J2 Capital Management Inc	8	8	1.46%	1.78%	2.45%	Q4 2021	Q3 2023	8
Columbia Asset Management	6	2	0.06%	0.07%	0.08%	Q3 2021	Q3 2023	8
Rather & Kittrell, Inc.	8	8	0.32%	0.53%	0.76%	Q4 2021	Q3 2023	8
Guidant Wealth Advisors	4	4	0.10%	0.27%	0.42%	Q3 2016	Q3 2019	8
Global Atlantic Investment Advisors, LLC	8	8	46.94%	48.47%	49.32%	Q4 2014	Q3 2016	8
Freemont Management S.A.	8	8	0.42%	1.78%	5.13%	Q2 2021	Q1 2023	8
Circle Wealth Management, LLC	7	1	0.08%	1.33%	10.03%	Q1 2017	Q3 2023	8
Beacon Capital Management, Inc.	5	1	0.00%	0.00%	0.00%	Q4 2014	Q1 2023	8
Wilshire Advisors LLC	8	8	32.61%	35.23%	37.12%	Q4 2021	Q3 2023	8
Harvest Fund Management Co., Ltd	4	1	0.06%	0.11%	0.17%	Q4 2017	Q1 2022	8
PVG Asset Management	7	1	0.61%	2.54%	3.80%	Q4 2014	Q4 2016	8
HARVEST GROUP WEALTH MANAGEMENT, LLC	8	8	0.03%	0.04%	0.06%	Q1 2019	Q4 2020	8
Gary Goldberg Planning Services Inc	8	8	0.00%	0.00%	0.01%	Q1 2013	Q4 2014	8
Polianta Ltd	6	2	1.76%	3.53%	8.21%	Q4 2016	Q1 2019	8
Gibraltar Capital Management, Inc.	8	8	0.37%	2.59%	4.39%	Q2 2019	Q1 2021	8
TD Ameritrade Trust Co	7	1	2.28%	3.70%	5.39%	Q2 2013	Q3 2017	8
Karp Capital Management Corp	6	1	0.00%	0.53%	1.90%	Q4 2014	Q3 2022	8
SignalPoint Asset Management, LLC	4	4	0.07%	0.07%	0.07%	Q2 2021	Q3 2023	8
Flaharty Asset Management, LLC	7	1	0.01%	0.25%	0.47%	Q1 2017	Q3 2023	8
WealthStone, Inc.	8	8	7.85%	12.75%	19.78%	Q2 2019	Q1 2021	8
Pacific Center for Financial Services	5	3	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	8
Warren Street Wealth Advisors, LLC	8	8	1.10%	1.49%	2.35%	Q4 2021	Q3 2023	8
Lake Hills Wealth Management, LLC	8	8	0.65%	4.29%	17.09%	Q4 2021	Q3 2023	8
Richmond Brothers, Inc.	8	8	0.41%	0.55%	0.74%	Q4 2021	Q3 2023	8
QUATTRO FINANCIAL ADVISORS LLC	8	8	0.02%	0.79%	3.08%	Q1 2017	Q4 2018	8
Watermark Asset Management, Inc.	8	8	18.50%	19.35%	20.17%	Q1 2017	Q4 2018	8
ABERDEEN ASSET MANAGEMENT PLC/UK	4	4	0.01%	0.01%	0.02%	Q2 2013	Q2 2017	8
EverSource Wealth Advisors, LLC	8	8	0.34%	0.52%	0.71%	Q4 2021	Q3 2023	8
Jefferies Group LLC	4	1	0.00%	0.01%	0.02%	Q2 2013	Q4 2019	8
Advance Capital Management, Inc.	8	8	0.05%	0.09%	0.12%	Q4 2021	Q3 2023	8
AMP Capital Investors Ltd	5	1	0.00%	0.02%	0.03%	Q2 2013	Q2 2021	8
Baker Chad R	5	3	0.08%	0.10%	0.11%	Q4 2015	Q1 2018	8
SAGE FINANCIAL GROUP INC	6	1	0.15%	0.42%	0.52%	Q4 2013	Q3 2023	8
CenterStar Asset Management, LLC	2	1	0.00%	0.11%	0.61%	Q3 2018	Q1 2022	8
STALEY CAPITAL ADVISERS INC	4	1	0.01%	0.02%	0.05%	Q1 2015	Q3 2023	8
JANUS HENDERSON INVESTORS US LLC	8	8	0.00%	0.01%	0.02%	Q2 2015	Q1 2017	8
Capital Investment Services of America, Inc.	8	8	0.02%	0.06%	0.10%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.20%	0.24%	0.28%	Q2 2013	Q1 2015	8
Lombard Odier Transatlantic Ltd	8	8	0.39%	0.52%	0.65%	Q4 2014	Q3 2016	8
PrairieView Partners, LLC	7	1	0.00%	0.01%	0.04%	Q2 2021	Q2 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.06%	0.10%	0.12%	Q2 2013	Q1 2015	8
GIRARD SECURITIES, INC.	8	8	0.74%	0.99%	1.34%	Q4 2015	Q3 2017	8
TEACHER RETIREMENT SYSTEM OF TEXAS	8	8	1.50%	1.84%	2.54%	Q4 2021	Q3 2023	8
Francis Financial, Inc.	6	2	0.33%	0.62%	1.16%	Q4 2017	Q3 2023	8
Jump Trading, LLC	3	1	0.06%	1.09%	7.00%	Q2 2013	Q4 2018	8
CONTINENTAL INVESTORS SERVICES, INC.	8	8	5.51%	6.16%	6.58%	Q4 2021	Q3 2023	8
Nova R Wealth, Inc.	8	8	5.81%	9.13%	11.60%	Q4 2021	Q3 2023	8
Qube Research & Technologies Ltd	6	1	0.00%	0.02%	0.15%	Q4 2020	Q3 2023	8
Clarus Wealth Advisors	5	3	0.00%	0.12%	0.28%	Q2 2018	Q3 2021	8
Itau Unibanco Holding S.A.	5	3	0.08%	0.56%	1.31%	Q1 2017	Q3 2023	8
UBS OCONNOR LLC	8	8	0.02%	0.10%	0.22%	Q1 2014	Q4 2015	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	8.72%	10.18%	10.96%	Q4 2018	Q3 2020	8
Sequoia Wealth Management, LLC	8	8	2.14%	2.96%	6.24%	Q4 2017	Q3 2019	8
NEVILLE RODIE & SHAW INC	8	8	0.04%	0.04%	0.04%	Q2 2013	Q1 2015	8
Secrest Blakey & Associates, LLC	8	8	7.34%	8.97%	10.57%	Q4 2017	Q3 2019	8
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	4	1	0.02%	0.03%	0.04%	Q2 2017	Q3 2023	8
KLCM Advisors, Inc.	8	8	0.08%	0.08%	0.09%	Q3 2015	Q2 2017	8
MDE Group	8	8	0.23%	0.78%	1.66%	Q2 2013	Q1 2015	8
WESPAC Advisors, LLC	5	3	0.16%	0.48%	0.78%	Q1 2021	Q3 2023	8
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	8	8	10.63%	12.63%	15.17%	Q4 2015	Q3 2017	8
DOCK STREET ASSET MANAGEMENT INC	7	1	0.03%	0.09%	0.10%	Q3 2017	Q4 2021	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.01%	0.03%	0.06%	Q2 2013	Q1 2015	8
CNO Financial Group, Inc.	8	8	1.84%	19.06%	40.54%	Q1 2016	Q4 2017	8
Winthrop Partners - WNY, LLC	8	8	0.39%	1.80%	6.73%	Q4 2017	Q3 2019	8
Leeward Financial Partners, LLC	8	8	1.06%	1.29%	1.52%	Q4 2021	Q3 2023	8
DEARBORN CAPITAL MANAGEMENT LLC	8	8	6.08%	7.20%	8.98%	Q4 2016	Q3 2018	8
UNIVERSITY OF CHICAGO	8	8	47.91%	53.64%	55.06%	Q1 2018	Q4 2019	8
Threshold Group LLC	8	8	8.88%	11.30%	15.06%	Q4 2015	Q3 2017	8
NOESIS CAPITAL MANGEMENT CORP	6	2	0.05%	0.05%	0.06%	Q4 2020	Q3 2023	8
PIEDMONT INVESTMENT ADVISORS INC	8	8	0.04%	0.08%	0.12%	Q2 2018	Q1 2020	8
Somerset Trust Co	8	8	0.17%	0.20%	0.24%	Q1 2022	Q4 2023	8
Biondo Investment Advisors, LLC	8	8	0.06%	0.09%	0.13%	Q3 2020	Q2 2022	8
Morton Capital Management LLC/CA	8	8	0.15%	0.19%	0.27%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.28%	0.29%	0.32%	Q4 2021	Q3 2023	8
Peachtree Investment Partners, LLC	6	2	0.02%	0.21%	0.88%	Q4 2020	Q3 2023	8
Rockwood Wealth Management, LLC	8	8	0.08%	0.15%	0.42%	Q4 2021	Q3 2023	8
National Wealth Management Group, LLC	8	8	0.55%	1.40%	2.35%	Q4 2021	Q3 2023	8
Ratio Wealth Group	3	1	0.06%	0.09%	0.18%	Q4 2020	Q3 2023	8
Leonetti & Associates, LLC	8	8	0.15%	0.16%	0.18%	Q1 2017	Q4 2018	8
Kaydan Wealth Management, Inc.	8	8	0.31%	1.11%	6.00%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.53%	1.17%	2.11%	Q4 2021	Q3 2023	8
Strategic Wealth Management Group, LLC	8	8	1.00%	6.67%	12.05%	Q3 2019	Q2 2021	8
Hofer & Associates. Inc	8	8	0.44%	0.46%	0.47%	Q4 2021	Q3 2023	8
First City Capital Management, Inc.	5	3	0.08%	0.17%	0.24%	Q3 2015	Q3 2023	8
Heritage Financial Services, LLC	8	8	0.19%	0.45%	0.97%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.19%	0.23%	0.31%	Q4 2021	Q3 2023	8
Monte Financial Group, LLC	8	8	0.16%	0.29%	0.39%	Q4 2021	Q3 2023	8
FIDUCIARY TRUST INTERNATIONAL LLC	5	1	0.07%	1.84%	3.63%	Q4 2016	Q2 2020	8
Schechter Investment Advisors, LLC	8	8	0.09%	0.11%	0.14%	Q4 2021	Q3 2023	8
Field & Main Bank	6	1	0.02%	0.04%	0.07%	Q1 2018	Q4 2022	8
Quantinno Capital Management LP	8	8	0.02%	0.09%	0.25%	Q4 2021	Q3 2023	8
Global Strategic Investment Solutions, LLC	8	8	0.09%	0.22%	0.41%	Q4 2021	Q3 2023	8
MACQUARIE GROUP LTD	4	2	0.00%	0.02%	0.05%	Q2 2013	Q2 2023	8
Mercer Investments LLC	8	8	0.03%	3.83%	16.18%	Q4 2021	Q3 2023	8
GDS Wealth Management	8	8	3.97%	6.31%	9.28%	Q4 2021	Q3 2023	8
Tevis Investment Management	8	8	0.15%	0.30%	0.53%	Q4 2021	Q3 2023	8
GRAND WEALTH MANAGEMENT, LLC	8	8	0.02%	0.08%	0.17%	Q4 2021	Q3 2023	8
LTG Capital LLC	8	8	1.24%	1.68%	1.80%	Q4 2021	Q3 2023	8
Maltin Wealth Management, Inc.	7	1	0.15%	0.18%	0.21%	Q4 2019	Q3 2022	8
Warwick Investment Management, Inc.	8	8	0.21%	0.26%	0.34%	Q4 2021	Q3 2023	8
SUTTON PLACE INVESTORS LLC	8	8	0.27%	0.37%	0.46%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	3.02%	4.39%	5.93%	Q4 2021	Q3 2023	8
MMBG INVESTMENT ADVISORS CO.	8	8	0.13%	0.15%	0.16%	Q4 2021	Q3 2023	8
Finer Wealth Management, Inc.	8	8	0.30%	0.33%	0.38%	Q4 2021	Q3 2023	8
Fortitude Advisory Group L.L.C.	8	8	0.65%	1.04%	1.71%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	11.66%	12.79%	14.84%	Q4 2021	Q3 2023	8
Crow Point Partners, LLC	8	8	0.42%	0.77%	1.51%	Q1 2018	Q4 2019	8
WARNER FINANCIAL, INC	8	8	1.68%	1.82%	2.06%	Q4 2021	Q3 2023	8
Empirical Asset Management, LLC	8	8	0.25%	0.27%	0.29%	Q4 2021	Q3 2023	8
Tidal Investments LLC	3	1	0.01%	0.41%	1.58%	Q3 2019	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	8.46%	13.90%	20.49%	Q4 2021	Q3 2023	8
Sterling Investment Counsel, LLC	8	8	3.35%	3.56%	3.72%	Q4 2021	Q3 2023	8
BCM ADVISORS, LLC	8	8	0.15%	0.19%	0.29%	Q1 2018	Q4 2019	8
FSC Wealth Advisors, LLC	8	8	0.20%	0.95%	2.44%	Q4 2021	Q3 2023	8
TRIAD FINANCIAL ADVISORS, INC.	8	8	0.22%	0.28%	0.35%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	8.56%	9.51%	10.00%	Q4 2021	Q3 2023	8
Amtrust Financial Services, Inc.	8	8	26.66%	29.65%	33.61%	Q4 2021	Q3 2023	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.00%	0.01%	0.02%	Q4 2013	Q3 2015	8
West Wealth Group, LLC	8	8	0.10%	0.11%	0.11%	Q4 2021	Q3 2023	8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	8	8	0.56%	0.75%	1.54%	Q4 2021	Q3 2023	8
DHK Financial Advisors, Inc.	8	8	7.39%	10.67%	15.19%	Q4 2021	Q3 2023	8
MAYPORT, LLC	8	8	0.27%	0.31%	0.34%	Q4 2021	Q3 2023	8
Advisor OS, LLC	8	8	0.11%	0.17%	0.36%	Q4 2021	Q3 2023	8
Yarbrough Capital, LLC	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.28%	0.38%	0.52%	Q4 2021	Q3 2023	8
Coury Firm Asset Management LLC	8	8	0.87%	1.11%	1.45%	Q4 2021	Q3 2023	8
Hutchens & Kramer Investment Management Group, LLC	8	8	0.61%	1.12%	2.06%	Q4 2021	Q3 2023	8
Montz Harcus Wealth Management LLC	8	8	0.60%	0.62%	0.65%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.04%	0.09%	0.14%	Q4 2021	Q3 2023	8
Aspire Wealth Management Corp	8	8	0.01%	0.24%	0.87%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	0.88%	1.17%	1.76%	Q4 2021	Q3 2023	8
ARVEST TRUST CO N A	8	8	4.55%	4.63%	4.76%	Q4 2021	Q3 2023	8
Comprehensive Financial Consultants Institutional, Inc.	8	8	0.49%	0.55%	0.64%	Q4 2021	Q3 2023	8
Index Fund Advisors, Inc.	8	8	0.22%	0.34%	0.61%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	0.98%	1.20%	1.38%	Q4 2021	Q3 2023	8
Schrum Private Wealth Management LLC	8	8	0.98%	1.12%	1.19%	Q4 2021	Q3 2023	8
Bill Few Associates, Inc.	8	8	0.16%	0.18%	0.23%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.08%	0.10%	0.14%	Q4 2021	Q3 2023	8
Security Financial Services, INC.	8	8	0.14%	0.24%	0.46%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.21%	0.26%	0.30%	Q4 2021	Q3 2023	8
Astoria Strategic Wealth, Inc.	8	8	1.49%	1.69%	2.00%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.44%	0.64%	1.07%	Q4 2021	Q3 2023	8
EPIQ Capital Group, LLC	8	8	0.11%	0.15%	0.28%	Q4 2019	Q3 2021	8
Key Client Fiduciary Advisors, LLC	8	8	0.30%	0.35%	0.42%	Q4 2021	Q3 2023	8
Resurgent Financial Advisors LLC	8	8	1.76%	2.17%	2.76%	Q4 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.88%	1.00%	1.26%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.15%	0.19%	0.22%	Q4 2021	Q3 2023	8
Capasso Planning Partners LLC	8	8	0.15%	0.22%	0.42%	Q4 2021	Q3 2023	8
Richwood Investment Advisors, LLC	8	8	13.56%	14.24%	14.99%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.08%	0.15%	0.22%	Q4 2021	Q3 2023	8
Vantage Financial Partners, LLC	8	8	4.03%	11.16%	22.70%	Q4 2021	Q3 2023	8
FEDERATED HERMES, INC.	5	1	0.00%	0.00%	0.03%	Q4 2014	Q3 2021	8
Financial Futures Ltd Liability Co.	8	8	0.45%	0.57%	0.75%	Q4 2021	Q3 2023	8
REGATTA CAPITAL GROUP, LLC	8	8	0.08%	0.12%	0.21%	Q4 2021	Q3 2023	8
ETF Store, Inc.	8	8	16.48%	17.59%	19.09%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	0.52%	1.84%	8.18%	Q4 2021	Q3 2023	8
Byrne Asset Management LLC	8	8	0.16%	0.22%	0.34%	Q4 2021	Q3 2023	8
Forbes Financial Planning, Inc.	8	8	8.74%	10.18%	11.41%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.33%	0.35%	0.39%	Q4 2021	Q3 2023	8
ASSET ADVISORS CORP	8	8	0.06%	0.07%	0.08%	Q3 2016	Q2 2018	8
Upper Left Wealth Management, LLC	8	8	0.73%	0.99%	1.18%	Q4 2021	Q3 2023	8
Marion Wealth Management	8	8	0.21%	0.29%	0.43%	Q4 2021	Q3 2023	8
HFG Advisors, Inc.	8	8	1.14%	1.22%	1.29%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.39%	0.50%	0.61%	Q4 2021	Q3 2023	8
Trail Ridge Investment Advisors, LLC	8	8	6.11%	6.62%	7.13%	Q4 2021	Q3 2023	8
Intelligent Financial Strategies	8	8	2.39%	2.85%	3.69%	Q4 2021	Q3 2023	8
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	8	8	0.00%	0.00%	0.00%	Q3 2020	Q2 2022	8
Planning Center, Inc.	8	8	0.30%	1.09%	4.34%	Q4 2021	Q3 2023	8
City State Bank	8	8	0.18%	0.29%	0.38%	Q4 2021	Q3 2023	8
Bryant Woods Investment Advisors, LLC	8	8	13.52%	19.94%	22.12%	Q4 2021	Q3 2023	8
CONNABLE OFFICE INC	8	8	0.08%	0.26%	0.30%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	4.28%	5.02%	6.09%	Q3 2021	Q3 2023	8
Confluence Wealth Services, Inc.	8	8	0.35%	0.51%	0.63%	Q4 2021	Q3 2023	8
Prosperity Consulting Group, LLC	8	8	9.76%	13.22%	15.52%	Q4 2021	Q3 2023	8
RE Dickinson Investment Advisors, LLC	8	8	0.89%	3.68%	9.56%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	3.70%	3.99%	4.52%	Q4 2021	Q3 2023	8
Fingerlakes Wealth Management, Inc.	8	8	1.59%	1.69%	1.79%	Q4 2021	Q3 2023	8
Chemistry Wealth Management LLC	8	8	0.17%	0.23%	0.57%	Q4 2021	Q3 2023	8
Archvest Wealth Advisors, Inc.	8	8	1.35%	1.58%	1.74%	Q4 2021	Q3 2023	8
Apeiron RIA LLC	8	8	0.14%	2.78%	4.97%	Q4 2021	Q3 2023	8
Frontier Asset Management, LLC	8	8	5.81%	8.82%	12.78%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.83%	0.89%	1.04%	Q4 2021	Q3 2023	8
GREENUP STREET WEALTH MANAGEMENT LLC	8	8	6.62%	8.76%	11.93%	Q4 2021	Q3 2023	8
Zullo Investment Group, Inc.	8	8	0.82%	0.85%	0.89%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	0.10%	0.23%	0.51%	Q4 2021	Q3 2023	8
Pitti Group Wealth Management, LLC	8	8	1.36%	1.58%	1.72%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.03%	0.06%	0.11%	Q4 2021	Q3 2023	8
Carson Advisory Inc.	8	8	0.58%	0.63%	0.71%	Q4 2021	Q3 2023	8
SOUTHERN CAPITAL ADVISORS, LLC	8	8	6.48%	9.21%	11.81%	Q4 2021	Q3 2023	8
Marks Group Wealth Management, Inc	8	8	0.07%	1.69%	2.68%	Q1 2020	Q4 2021	8
Pantheon Investment Group, LLC	7	1	0.44%	0.48%	0.50%	Q4 2019	Q4 2021	8
CONSILIO WEALTH ADVISORS, LLC	8	8	10.23%	13.14%	15.77%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.31%	1.02%	1.78%	Q4 2021	Q3 2023	8
SFG Wealth Management, LLC.	8	8	0.27%	0.36%	0.41%	Q4 2021	Q3 2023	8
CLIENT 1ST ADVISORY GROUP, LLC	7	1	0.16%	0.53%	0.83%	Q1 2020	Q3 2023	8
BHF RG Capital Inc.	8	8	16.85%	18.86%	21.96%	Q4 2019	Q3 2021	8
Perfromance Wealth Partners, LLC	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
Kearns & Associates LLC	8	8	0.24%	0.27%	0.30%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	1.08%	1.27%	1.44%	Q4 2021	Q3 2023	8
Leverty Financial Group, LLC	8	8	14.86%	32.96%	52.70%	Q4 2021	Q3 2023	8
BARNES PETTEY FINANCIAL ADVISORS, LLC	8	8	0.36%	0.70%	1.56%	Q4 2021	Q3 2023	8
Ocean Endowment Partners, LLC	8	8	71.54%	78.72%	87.43%	Q4 2019	Q3 2021	8
Sandy Cove Advisors, LLC	8	8	0.62%	2.64%	5.35%	Q4 2021	Q3 2023	8
Stone Point Wealth LLC	8	8	0.96%	1.16%	1.89%	Q4 2021	Q3 2023	8
Darrow Company, Inc.	8	8	1.92%	2.05%	2.16%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	0.21%	0.52%	1.40%	Q4 2021	Q3 2023	8
SC&H Financial Advisors, Inc.	8	8	2.79%	3.27%	4.66%	Q4 2021	Q3 2023	8
BLODGETT WEALTH ADVISORS, LLC	8	8	0.92%	1.14%	1.45%	Q4 2021	Q3 2023	8
FIDUCIARY SERVICES CORP/GA	8	8	0.40%	0.71%	0.90%	Q2 2013	Q1 2015	8
Ervin Investment Management, LLC	8	8	0.88%	1.01%	1.07%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	1.46%	2.58%	4.15%	Q4 2021	Q3 2023	8
OLIVER LAGORE VANVALIN INVESTMENT GROUP	8	8	0.81%	1.28%	2.06%	Q4 2021	Q3 2023	8
Vontobel Holding Ltd.	6	2	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	8
Sonora Investment Management Group, LLC	8	8	0.08%	0.10%	0.14%	Q4 2021	Q3 2023	8
TCWP LLC	8	8	0.13%	0.38%	0.75%	Q4 2021	Q3 2023	8
First Ascent Asset Management, LLC	5	3	0.09%	0.30%	0.39%	Q4 2019	Q2 2023	8
JMAC ENTERPRISES LLC	8	8	0.19%	0.23%	0.28%	Q4 2021	Q3 2023	8
Filbrandt Wealth Management, LLC	8	8	0.09%	0.12%	0.15%	Q4 2019	Q3 2021	8
PACK Private Wealth, LLC	8	8	15.96%	16.40%	17.08%	Q4 2021	Q3 2023	8
Citizens National Bank Trust Department	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Silver Oak Advisory Group, Inc.	8	8	0.30%	0.34%	0.39%	Q4 2021	Q3 2023	8
Midwest Heritage Bank, FSB	8	8	0.45%	0.54%	0.75%	Q4 2021	Q3 2023	8
Flower City Capital	8	8	6.51%	8.08%	9.91%	Q4 2021	Q3 2023	8
Revolve Wealth Partners, LLC	8	8	1.98%	2.83%	3.55%	Q4 2021	Q3 2023	8
MKT Advisors LLC	8	8	1.05%	1.13%	1.33%	Q4 2021	Q3 2023	8
OLIO Financial Planning	8	8	0.13%	0.16%	0.19%	Q4 2021	Q3 2023	8
MAS Advisors LLC	8	8	0.26%	0.56%	0.99%	Q4 2021	Q3 2023	8
Capital Market Strategies LLC	5	3	0.56%	0.62%	0.66%	Q4 2021	Q4 2023	8
RTD Financial Advisors, Inc.	8	8	8.97%	9.78%	10.11%	Q4 2021	Q3 2023	8
BRIGGS ADVISORY GROUP, INC.	8	8	18.28%	20.88%	26.97%	Q4 2021	Q3 2023	8
Aspire Capital Advisors LLC	8	8	0.76%	1.04%	1.68%	Q4 2021	Q3 2023	8
Wealth Management Solutions, LLC	8	8	0.22%	0.28%	0.36%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	0.25%	0.34%	0.43%	Q4 2021	Q3 2023	8
ABSOLUTE CAPITAL MANAGEMENT, LLC	8	8	0.82%	2.53%	3.96%	Q4 2021	Q3 2023	8
Synergy Financial Group, LTD	8	8	0.28%	0.37%	0.49%	Q4 2021	Q3 2023	8
Shearwater Capital LLC	8	8	0.56%	0.58%	0.61%	Q4 2021	Q3 2023	8
Mechanics Financial Corp	8	8	2.06%	2.15%	2.20%	Q4 2021	Q3 2023	8
CAPITAL PERFORMANCE ADVISORS LLP	8	8	5.27%	5.82%	6.65%	Q4 2021	Q3 2023	8
Client First Capital LLC	8	8	4.82%	6.57%	10.81%	Q4 2021	Q3 2023	8
Waypoint Capital Advisors, LLC	8	8	0.19%	0.32%	0.58%	Q4 2021	Q3 2023	8
PCG Wealth Advisors, LLC	8	8	1.00%	1.21%	1.75%	Q4 2021	Q3 2023	8
Orcam Financial Group	8	8	0.33%	0.35%	0.38%	Q4 2021	Q3 2023	8
Morling Financial Advisors, LLC	8	8	4.35%	5.14%	5.78%	Q4 2021	Q3 2023	8
Bull Oak Capital, LLC	8	8	13.77%	16.62%	24.41%	Q4 2021	Q3 2023	8
American Trust	8	8	0.07%	0.51%	0.81%	Q4 2021	Q3 2023	8
EUDAIMONIA ADVISORS LLC	8	8	0.51%	0.68%	0.83%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.16%	0.38%	0.80%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	3.01%	3.38%	3.84%	Q4 2021	Q3 2023	8
Timber Hill LLC	2	1	0.01%	0.06%	0.18%	Q2 2013	Q2 2019	8
MY Wealth Management Inc.	8	8	0.24%	3.04%	7.31%	Q4 2021	Q3 2023	8
WIPFLI FINANCIAL ADVISORS LLC,	8	8	0.13%	0.32%	0.60%	Q4 2020	Q3 2022	8
Manhattan West Asset Management, LLC	8	8	1.19%	1.54%	2.47%	Q4 2021	Q3 2023	8
AVAII WEALTH MANAGEMENT, LLC	8	8	9.93%	11.64%	13.94%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.17%	0.29%	0.41%	Q4 2021	Q3 2023	8
Baron Financial Group, LLC	8	8	0.04%	0.05%	0.06%	Q3 2020	Q2 2022	8
Cassady Schiller Wealth Management, LLC	8	8	1.27%	1.52%	1.99%	Q4 2021	Q3 2023	8
Wealthstream Advisors, Inc.	8	8	0.21%	0.30%	0.41%	Q4 2021	Q3 2023	8
Custos Family Office, LLC	8	8	18.74%	25.67%	33.36%	Q4 2021	Q3 2023	8
Wick Capital Partners, LLC	8	8	4.72%	6.67%	13.22%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.57%	0.80%	1.40%	Q4 2021	Q3 2023	8
Peterson Financial Group, Inc.	8	8	2.11%	2.56%	4.23%	Q4 2021	Q3 2023	8
Highview Capital Management LLC/DE/	8	8	6.87%	7.36%	7.98%	Q4 2021	Q3 2023	8
ML & R WEALTH MANAGEMENT LLC	8	8	0.08%	0.22%	0.35%	Q4 2021	Q3 2023	8
BlackDiamond Wealth Management, LLC	8	8	0.27%	0.41%	0.66%	Q4 2021	Q3 2023	8
PICTET ASSET MANAGEMENT LTD	5	3	0.00%	0.00%	0.01%	Q2 2018	Q4 2020	8
UNITED BANK	8	8	0.05%	0.06%	0.08%	Q4 2021	Q3 2023	8
TAGStone Capital, Inc.	8	8	9.85%	11.08%	12.72%	Q4 2021	Q3 2023	8
Straight Path Wealth Management	8	8	1.92%	2.22%	2.80%	Q4 2021	Q3 2023	8
Austin Asset Management Co Inc	8	8	0.26%	0.32%	0.46%	Q4 2021	Q3 2023	8
American Financial Network Advisory Services LLC	8	8	0.51%	0.74%	0.92%	Q3 2017	Q2 2019	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.02%	0.09%	0.24%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.31%	0.63%	1.18%	Q4 2021	Q3 2023	8
Mill Capital Management, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Taylor & Morgan Wealth Management, LLC	8	8	7.76%	9.14%	10.28%	Q4 2021	Q3 2023	8
Vahanian & Associates Financial Planning Inc.	8	8	0.99%	2.17%	2.75%	Q4 2021	Q3 2023	8
CarsonAllaria Wealth Management, Ltd.	8	8	0.06%	0.10%	0.30%	Q4 2021	Q3 2023	8
Clarus Group, Inc.	8	8	0.37%	0.42%	0.48%	Q4 2020	Q3 2022	8
Washington Trust Advisors, Inc.	8	8	0.09%	0.11%	0.13%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	2.05%	2.20%	2.46%	Q4 2021	Q3 2023	8
Wayfinding Financial, LLC	8	8	8.14%	9.35%	10.21%	Q4 2021	Q3 2023	8
Sandbox Financial Partners, LLC	5	1	0.13%	0.27%	0.42%	Q2 2021	Q3 2023	8
RFG HOLDINGS, INC.	8	8	0.54%	1.94%	2.92%	Q4 2020	Q3 2022	8
VISTA FINANCE, LLC	8	8	0.30%	1.08%	1.78%	Q4 2021	Q3 2023	8
NorthCrest Asset Manangement, LLC	8	8	0.05%	0.29%	0.89%	Q4 2021	Q3 2023	8
Crown Wealth Group, LLC	8	8	1.70%	2.27%	4.31%	Q4 2021	Q3 2023	8
Atlantic Private Wealth, LLC	8	8	1.36%	2.24%	3.05%	Q4 2021	Q3 2023	8
Boyd Wealth Management, LLC	8	8	4.58%	5.53%	7.66%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.46%	0.53%	0.59%	Q4 2021	Q3 2023	8
Round Rock Advisors, LLC	8	8	0.50%	0.63%	0.98%	Q4 2021	Q3 2023	8
MARIPAU WEALTH MANAGEMENT LLC	8	8	6.44%	6.73%	7.21%	Q4 2021	Q3 2023	8
Thrive Wealth Management, LLC	8	8	0.49%	0.75%	1.80%	Q4 2021	Q3 2023	8
Holland Advisory Services, Inc.	8	8	10.53%	17.48%	25.44%	Q4 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.02%	0.04%	0.06%	Q3 2021	Q3 2023	8
Innova Wealth Partners	8	8	0.19%	0.21%	0.25%	Q4 2020	Q3 2022	8
Union Investments & Development Ltd.	8	8	28.70%	34.21%	40.32%	Q4 2021	Q3 2023	8
DB Fitzpatrick & Co, Inc	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
Qalhat Capital Ltd	8	8	39.19%	69.34%	88.90%	Q4 2021	Q3 2023	8
Arvest Bank Trust Division	7	7	1.56%	4.23%	4.84%	Q1 2020	Q3 2021	7
My Legacy Advisors, LLC	7	7	0.86%	1.92%	2.81%	Q1 2022	Q3 2023	7
CSM Advisors, LLC	7	7	0.38%	1.99%	6.51%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.46%	0.50%	0.57%	Q1 2022	Q3 2023	7
FOUNDERS BANK & TRUST	7	7	8.08%	10.30%	11.89%	Q2 2013	Q4 2014	7
Dai-ichi Life Insurance Company, Ltd	7	7	1.18%	1.71%	4.14%	Q2 2017	Q4 2018	7
London & Capital Asset Management Ltd	7	7	0.06%	0.08%	0.13%	Q4 2018	Q2 2020	7
Delek Group, Ltd.	7	7	0.18%	0.60%	1.29%	Q4 2017	Q2 2019	7
GSA CAPITAL PARTNERS LLP	5	2	0.02%	0.04%	0.06%	Q4 2020	Q3 2023	7
Jump Financial, LLC	5	2	0.38%	1.50%	2.28%	Q4 2020	Q3 2022	7
CFO4Life, L.P.	7	7	0.34%	0.78%	1.85%	Q2 2015	Q4 2016	7
Worth Asset Management, LLC	7	7	0.34%	0.41%	0.59%	Q1 2022	Q3 2023	7
JFG Wealth Management, LLC	7	7	0.08%	0.32%	0.56%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	2.14%	2.48%	2.88%	Q1 2022	Q3 2023	7
Redwood Financial Network Corp	7	7	0.32%	0.70%	0.83%	Q1 2022	Q3 2023	7
Cahill Wealth Management, LLC	7	7	37.14%	40.19%	44.27%	Q1 2022	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	1.56%	2.65%	3.08%	Q1 2021	Q4 2022	7
Richard C. Young & CO., LTD.	5	1	0.14%	1.39%	2.09%	Q4 2014	Q4 2018	7
BMS Financial Advisors, LLC	7	7	10.70%	17.19%	23.04%	Q4 2021	Q2 2023	7
Biltmore Capital Advisors LLC	6	1	0.37%	3.54%	4.81%	Q4 2018	Q4 2021	7
Simply Money Advisors	6	1	0.00%	14.59%	18.47%	Q2 2013	Q1 2018	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.26%	0.28%	0.32%	Q1 2022	Q3 2023	7
WealthPlan Investment Management, LLC	6	1	0.11%	0.39%	0.81%	Q1 2022	Q4 2023	7
Kozak & Associates, Inc.	7	7	0.00%	0.02%	0.06%	Q4 2021	Q2 2023	7
AMERICAN ASSET MANAGEMENT INC.	4	3	0.26%	0.65%	1.31%	Q2 2019	Q3 2023	7
Sage Financial Management Group, Inc.	3	1	0.14%	1.86%	12.02%	Q4 2020	Q3 2023	7
Horizons Wealth Management	7	7	0.45%	0.48%	0.52%	Q2 2022	Q4 2023	7
Edge Advisors, LLC	7	7	0.48%	0.50%	0.53%	Q4 2016	Q2 2018	7
Kelman-Lazarov, Inc.	6	1	0.00%	0.28%	0.38%	Q2 2016	Q3 2023	7
SMITH HAYES Advisers, Inc	5	2	0.04%	0.05%	0.06%	Q2 2014	Q1 2016	7
Virginia National Bank	7	7	2.04%	3.94%	7.66%	Q1 2022	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	1.36%	1.77%	2.44%	Q1 2022	Q3 2023	7
DRIVE WEALTH MANAGEMENT, LLC	7	7	0.43%	1.70%	5.06%	Q1 2022	Q3 2023	7
INNEALTA CAPITAL, LLC	5	2	0.13%	0.42%	1.04%	Q4 2021	Q3 2023	7
WealthTrust Fairport, LLC	6	1	0.00%	0.08%	0.23%	Q4 2014	Q1 2019	7
Long Run Wealth Advisors, LLC	4	3	0.07%	0.08%	0.10%	Q4 2021	Q3 2023	7
Impax Asset Management Group plc	6	1	0.01%	0.05%	0.13%	Q3 2018	Q1 2023	7
Bensler, LLC	7	7	0.06%	0.08%	0.12%	Q1 2022	Q3 2023	7
SILVERLAKE WEALTH MANAGEMENT LLC	4	3	0.13%	0.14%	0.15%	Q4 2021	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	0.30%	0.63%	1.01%	Q4 2021	Q3 2023	7
Old Port Advisors	6	1	0.14%	0.73%	1.56%	Q4 2021	Q3 2023	7
Rappaport Reiches Capital Management, LLC	7	7	0.11%	0.22%	0.24%	Q1 2022	Q3 2023	7
OLD MISSION CAPITAL LLC	2	1	0.03%	0.52%	2.21%	Q4 2015	Q3 2022	7
Fulcrum Equity Management	2	1	0.10%	0.79%	2.36%	Q4 2018	Q2 2023	7
LFA - Lugano Financial Advisors SA	5	1	0.08%	0.11%	0.15%	Q2 2018	Q3 2023	7
Camelot Portfolios, LLC	7	7	0.15%	0.52%	1.13%	Q3 2018	Q1 2020	7
First Allied Asset Management, Inc.	6	1	0.04%	0.38%	2.26%	Q2 2013	Q1 2015	7
Zions Trust, National Association	7	7	1.26%	2.49%	4.31%	Q2 2013	Q4 2014	7
Lubar & Co., Inc	7	7	3.16%	5.03%	7.15%	Q2 2015	Q4 2016	7
ROBSHAW & JULIAN ASSOCIATES INC	7	7	0.32%	0.36%	0.43%	Q4 2015	Q2 2017	7
Trevian Wealth Management LLC	6	1	16.61%	20.83%	25.15%	Q4 2021	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.04%	0.06%	0.09%	Q1 2022	Q3 2023	7
CIGNA INVESTMENTS INC /NEW	7	7	0.13%	0.39%	1.03%	Q4 2021	Q2 2023	7
QCM Cayman, Ltd.	4	1	0.10%	1.11%	3.64%	Q3 2015	Q1 2023	7
FIRST CITIZENS BANCORPORATION INC	7	7	0.17%	0.21%	0.31%	Q2 2013	Q4 2014	7
APPROPRIATE BALANCE FINANCIAL SERVICES INC.	7	7	0.30%	0.45%	0.86%	Q1 2016	Q3 2017	7
F-Squared Investment Management, LLC	6	1	1.50%	2.98%	4.88%	Q3 2013	Q2 2015	7
SYM FINANCIAL Corp	5	2	0.00%	0.02%	0.05%	Q2 2021	Q3 2023	7
Berkeley Capital Partners, LLC	4	1	0.17%	1.30%	6.77%	Q4 2015	Q4 2020	7
KAYS FINANCIAL ADVISORY CORP /ADV	3	1	0.06%	0.06%	0.08%	Q2 2017	Q3 2019	7
Coco Enterprises, LLC	3	1	0.16%	0.45%	1.98%	Q2 2021	Q3 2023	7
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	7	7	0.20%	0.45%	0.64%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.16%	0.20%	0.24%	Q1 2022	Q3 2023	7
ParenteBeard Wealth Management, LLC	7	7	0.09%	0.31%	0.61%	Q2 2013	Q4 2014	7
HC FINANCIAL ADVISORS INC	7	7	0.01%	0.06%	0.19%	Q4 2020	Q2 2022	7
20/20 Capital Management, Inc.	7	7	0.78%	5.11%	8.48%	Q4 2019	Q2 2021	7
North Forty Management, LLC	7	7	4.95%	5.50%	6.45%	Q2 2013	Q4 2014	7
Legacy Wealth Partners, Inc.	7	7	3.17%	4.09%	4.86%	Q4 2019	Q2 2021	7
RGT Wealth Advisors, LLC	6	1	0.27%	2.61%	9.21%	Q4 2019	Q3 2022	7
Good Harbor Financial, LLC	6	1	17.80%	25.24%	33.85%	Q2 2013	Q1 2015	7
Rotella Capital Management, Inc.	6	1	0.38%	1.08%	2.20%	Q2 2013	Q1 2015	7
Polaris Wealth Advisory Group, LLC	7	7	0.02%	0.22%	0.62%	Q2 2017	Q4 2018	7
SHAPIRO ROBERT N	7	7	0.46%	0.70%	0.88%	Q2 2013	Q4 2014	7
Truehand, Inc	7	7	0.01%	0.02%	0.03%	Q2 2020	Q4 2021	7
XR Securities LLC	2	1	0.02%	0.14%	0.59%	Q3 2020	Q1 2023	7
COUNTRY CLUB BANK /GFN	7	7	2.52%	2.73%	2.98%	Q1 2022	Q3 2023	7
D. E. Shaw & Co., Inc.	5	1	0.05%	0.20%	0.85%	Q1 2018	Q4 2021	7
Redwood Investment Management, LLC	6	1	0.30%	1.64%	3.09%	Q3 2018	Q3 2023	7
Private Capital Management, LLC	7	7	0.18%	0.22%	0.29%	Q1 2022	Q3 2023	7
Financial Connections Group, Inc.	7	7	0.10%	0.12%	0.16%	Q4 2021	Q2 2023	7
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	4	3	0.17%	0.20%	0.24%	Q4 2021	Q3 2023	7
NCM Capital Management, LLC	7	7	0.54%	2.06%	4.01%	Q1 2022	Q3 2023	7
Adams Wealth Management	5	1	0.00%	5.77%	9.00%	Q4 2019	Q3 2023	7
Houlihan Financial Resource Group, Ltd.	3	1	2.32%	2.43%	2.54%	Q4 2019	Q3 2023	7
Three Peaks Capital Management, LLC	4	1	0.02%	0.32%	0.51%	Q1 2018	Q3 2021	7
Wade Financial Advisory, Inc	7	7	0.25%	0.26%	0.29%	Q1 2022	Q3 2023	7
GREENWOOD GEARHART INC	7	7	0.06%	0.08%	0.12%	Q3 2017	Q1 2019	7
Adventist Health System/ West	7	7	57.59%	58.84%	60.44%	Q1 2022	Q3 2023	7
FAGAN ASSOCIATES, INC.	7	7	0.05%	0.08%	0.08%	Q1 2022	Q3 2023	7
Silversage Advisors	7	7	14.61%	41.18%	100.00%	Q4 2019	Q2 2021	7
JOURNEY STRATEGIC WEALTH LLC	6	1	8.75%	16.22%	20.76%	Q4 2021	Q3 2023	7
NEIRG Wealth Management, LLC	7	7	0.09%	0.10%	0.11%	Q4 2021	Q2 2023	7
New Millennium Group LLC	6	1	0.05%	0.10%	0.30%	Q4 2021	Q3 2023	7
DOHJ, LLC	3	1	0.12%	2.24%	4.80%	Q4 2019	Q4 2022	7
SILVERHAWK ASSET MANAGEMENT, LLC	7	7	14.63%	16.10%	18.74%	Q4 2021	Q2 2023	7
LOCKERMAN FINANCIAL GROUP, INC.	5	2	0.56%	1.66%	2.23%	Q4 2021	Q3 2023	7
Renaissance Technologies	1	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.06%	0.07%	0.07%	Q4 2021	Q2 2023	7
Next Level Private LLC	5	2	0.17%	0.45%	0.57%	Q4 2021	Q3 2023	7
MITCHELL SINKLER & STARR/PA	5	2	0.08%	0.53%	0.96%	Q2 2018	Q2 2023	7
SILVER OAK SECURITIES, INCORPORATED	7	7	1.00%	1.50%	2.13%	Q1 2022	Q3 2023	7
Vise Technologies, Inc.	4	3	0.09%	0.20%	0.39%	Q4 2021	Q3 2023	7
HHG & Company, LLC	7	7	0.33%	0.40%	0.43%	Q2 2013	Q4 2014	7
Aaron Wealth Advisors LLC	7	7	0.00%	0.26%	0.40%	Q1 2022	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.06%	0.12%	0.21%	Q2 2013	Q4 2014	7
DT Investment Partners, LLC	5	2	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	7
Paragon Advisors, LLC	5	2	0.16%	0.34%	0.50%	Q4 2019	Q4 2022	7
ADAMSBROWN WEALTH CONSULTANTS LLC	7	7	0.11%	0.39%	0.74%	Q4 2021	Q2 2023	7
SAXON INTERESTS, INC.	7	7	0.51%	0.55%	0.62%	Q4 2021	Q2 2023	7
Maxim Capital Management LLC	7	7	7.20%	7.76%	8.29%	Q4 2018	Q2 2020	7
Scott Capital Advisors, LLC	7	7	0.52%	0.59%	0.67%	Q1 2022	Q3 2023	7
Roger Wittlin Investment Advisory, LLC	4	3	6.44%	7.19%	8.48%	Q4 2021	Q3 2023	7
MOULTON WEALTH MANAGEMENT, INC	3	1	0.16%	1.12%	4.60%	Q4 2019	Q2 2022	7
Douglass Winthrop Advisors, LLC	4	3	0.01%	0.03%	0.05%	Q4 2014	Q3 2023	7
TCF National Bank	7	7	0.91%	1.10%	1.24%	Q3 2019	Q1 2021	7
Chessman Wealth Strategies RIA	7	7	5.80%	9.88%	13.87%	Q4 2017	Q2 2019	7
Raleigh Capital Management Inc.	7	7	3.45%	3.84%	4.90%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.16%	1.52%	3.07%	Q2 2013	Q4 2014	7
FMA ADVISORY INC	7	7	0.11%	0.12%	0.13%	Q3 2019	Q1 2021	7
Tyler-Stone Wealth Management	5	2	2.38%	2.78%	3.20%	Q4 2021	Q3 2023	7
Advisor Resource Council	3	1	0.31%	1.13%	2.43%	Q2 2021	Q3 2023	7
Foyston, Gordon, & Payne Inc	7	7	0.07%	0.08%	0.09%	Q2 2013	Q4 2014	7
SCHULHOFF & CO INC	4	3	0.10%	0.10%	0.11%	Q2 2021	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	1.13%	1.22%	1.30%	Q2 2020	Q4 2021	7
MANCHESTER FINANCIAL INC	6	1	0.01%	0.02%	0.03%	Q2 2019	Q1 2021	7
Torch Wealth Management LLC	4	1	0.04%	0.11%	0.14%	Q1 2014	Q4 2019	7
ATHERTON LANE ADVISERS, LLC	7	7	0.05%	0.06%	0.08%	Q2 2014	Q4 2015	7
Kovitz Investment Group, LLC	5	1	0.01%	0.04%	0.08%	Q2 2013	Q4 2015	7
NORTHSTAR ASSET MANAGEMENT INC	7	7	0.09%	0.10%	0.11%	Q1 2022	Q3 2023	7
MCMILLION CAPITAL MANAGEMENT INC	4	3	0.10%	0.12%	0.16%	Q2 2019	Q1 2021	7
CORDA Investment Management, LLC.	7	7	0.10%	0.18%	0.26%	Q3 2020	Q1 2022	7
LODESTAR INVESTMENT COUNSEL LLC/IL	5	2	0.03%	0.06%	0.07%	Q1 2015	Q2 2019	7
L.M. KOHN & COMPANY	7	7	0.19%	0.23%	0.27%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.27%	0.79%	1.59%	Q1 2022	Q3 2023	7
Huntington Steele LLC	7	7	0.07%	0.08%	0.10%	Q3 2016	Q1 2018	7
Texas Yale Capital Corp.	7	7	0.01%	0.01%	0.02%	Q3 2021	Q1 2023	7
Aris Wealth Services, Inc.	7	7	0.59%	1.07%	2.01%	Q1 2014	Q3 2015	7
Athena Investment Management	7	7	0.20%	0.63%	0.75%	Q1 2022	Q3 2023	7
CENTRAL BANK OF BRAZIL	6	6	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	6
Adams Chetwood Wealth Management LLC	6	6	0.15%	0.17%	0.18%	Q4 2020	Q1 2022	6
Mission Creek Capital Partners, Inc.	6	6	0.15%	0.21%	0.25%	Q2 2022	Q3 2023	6
Coastline Trust Co	6	6	0.11%	0.99%	2.21%	Q2 2022	Q3 2023	6
PGIM Custom Harvest LLC	4	2	0.02%	0.05%	0.08%	Q2 2021	Q3 2023	6
CREDIT AGRICOLE S A	6	6	0.00%	0.04%	0.05%	Q2 2013	Q3 2014	6
Y-Intercept (Hong Kong) Ltd	4	1	0.05%	0.10%	0.24%	Q3 2021	Q3 2023	6
Transparent Wealth Partners LLC	6	6	0.49%	3.01%	15.19%	Q4 2021	Q1 2023	6
Colonial River Wealth Management, LLC	5	1	0.12%	0.73%	2.83%	Q3 2021	Q1 2023	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
TMD Wealth Management, LLC	6	6	0.06%	0.26%	0.69%	Q1 2022	Q2 2023	6
First Western Capital Management Co	6	6	0.11%	0.12%	0.15%	Q3 2014	Q4 2015	6
AM INVESTMENT STRATEGIES LLC	4	2	0.06%	0.08%	0.09%	Q4 2021	Q3 2023	6
HORIZON BANCORP INC /IN/	4	1	0.03%	2.21%	3.65%	Q4 2019	Q3 2023	6
EPIQ PARTNERS, LLC	6	6	0.16%	0.21%	0.26%	Q2 2022	Q3 2023	6
Levy Wealth Management Group, LLC	4	2	0.08%	0.09%	0.10%	Q4 2021	Q3 2023	6
McCarthy Asset Management, Inc.	6	6	0.02%	0.02%	0.02%	Q4 2020	Q1 2022	6
KEYSTONE WEALTH PARTNERS	6	6	12.70%	13.51%	14.41%	Q4 2020	Q1 2022	6
Sweet Financial Partners, LLC	6	6	0.34%	0.34%	0.35%	Q2 2022	Q3 2023	6
Independent Portfolio Consultants, Inc.	5	1	0.00%	0.03%	0.15%	Q2 2014	Q2 2017	6
American Research & Management Co.	6	6	0.01%	0.01%	0.01%	Q2 2021	Q3 2022	6
Man Group plc	4	2	0.00%	0.01%	0.01%	Q2 2020	Q4 2021	6
BUCKHEAD CAPITAL MANAGEMENT LLC	3	1	0.05%	0.55%	1.06%	Q4 2018	Q3 2023	6
Jane Street Holding, LLC	3	3	0.01%	0.10%	0.32%	Q2 2013	Q4 2013	6
Gotham Asset Management, LLC	6	6	0.51%	1.46%	1.80%	Q2 2022	Q3 2023	6
Nan Shan Life Insurance Co., Ltd.	6	6	0.02%	0.30%	0.46%	Q2 2017	Q3 2018	6
Simplicity Wealth,LLC	5	1	0.21%	3.16%	6.21%	Q1 2022	Q3 2023	6
Intrepid Financial Planning Group LLC	6	6	11.37%	11.68%	11.99%	Q2 2022	Q3 2023	6
Teramo Advisors, LLC	6	6	13.49%	14.99%	19.09%	Q2 2022	Q3 2023	6
Bridgewater Advisors Inc.	6	6	0.15%	0.23%	0.38%	Q1 2021	Q2 2022	6
Bruderman Asset Management, LLC	6	6	0.00%	0.00%	0.00%	Q1 2015	Q2 2016	6
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	6	6	28.44%	30.91%	31.59%	Q2 2013	Q3 2014	6
Mader & Shannon Wealth Management, Inc.	2	1	9.72%	15.81%	24.97%	Q1 2016	Q4 2019	6
Schubert & Co	6	6	0.01%	0.01%	0.01%	Q4 2021	Q1 2023	6
Stone Asset Management Inc.	6	6	0.76%	1.08%	1.81%	Q4 2021	Q1 2023	6
Forum Private Client Group LLC	6	6	1.05%	1.65%	2.21%	Q1 2022	Q2 2023	6
Freedman Financial Associates, Inc.	6	6	0.41%	0.43%	0.43%	Q4 2020	Q1 2022	6
Fountainhead AM, LLC	6	6	2.41%	5.59%	6.54%	Q2 2022	Q3 2023	6
SkyView Investment Advisors, LLC	3	1	0.05%	0.15%	0.45%	Q4 2020	Q3 2023	6
Safeguard Financial, LLC	4	2	0.16%	0.40%	1.33%	Q1 2022	Q3 2023	6
ROTHSCHILD INVESTMENT LLC /IL	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
Strategic Family Wealth Counselors, L.L.C.	6	6	0.12%	0.13%	0.14%	Q2 2022	Q3 2023	6
Mizuho Asset Management Co.,Ltd.	6	6	0.00%	0.01%	0.01%	Q3 2013	Q4 2014	6
Quadrant Capital Management, LLC	6	6	0.13%	0.15%	0.17%	Q3 2018	Q4 2019	6
SteelBridge Private Wealth Advisors LLC	6	6	0.47%	2.91%	6.68%	Q4 2016	Q1 2018	6
Lansing Street Advisors	6	6	2.27%	4.12%	6.14%	Q1 2022	Q2 2023	6
Desjardins Global Asset Management Inc.	3	3	0.05%	4.40%	9.21%	Q4 2021	Q3 2023	6
FORTE ASSET MANAGEMENT LLC	6	6	0.65%	2.15%	4.12%	Q2 2022	Q3 2023	6
ETRADE Capital Management LLC	6	6	0.19%	2.38%	4.05%	Q2 2019	Q3 2020	6
Cornerstone Management, Inc.	6	6	0.02%	0.03%	0.03%	Q4 2021	Q1 2023	6
CANTOR FITZGERALD, L. P.	6	6	1.21%	1.50%	1.74%	Q2 2022	Q3 2023	6
BAINCO INTERNATIONAL INVESTORS	3	1	0.03%	0.17%	0.31%	Q2 2014	Q4 2020	6
Quantbot Technologies LP	4	1	0.00%	0.14%	0.51%	Q4 2019	Q2 2022	6
Wealth & Pension Services Group, Inc.	6	6	1.98%	2.93%	3.85%	Q2 2018	Q3 2019	6
Prostatis Group LLC	4	2	0.62%	1.69%	4.60%	Q4 2019	Q2 2023	6
Cascadia Advisory Services, LLC	3	1	0.92%	2.53%	3.53%	Q4 2019	Q3 2021	6
BHF Kleinwort Benson Group S.A.	6	6	0.01%	0.08%	0.17%	Q1 2014	Q2 2015	6
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	4	2	0.05%	0.05%	0.06%	Q1 2022	Q3 2023	6
Safeguard Investment Advisory Group, LLC	5	1	0.07%	0.16%	0.21%	Q4 2020	Q3 2023	6
Trinity Financial Advisors LLC	5	1	0.15%	0.58%	1.02%	Q1 2022	Q3 2023	6
Landmark Wealth Management, LLC	3	1	0.64%	2.60%	3.51%	Q4 2021	Q3 2023	6
Stonegate Investment Group, LLC	6	6	0.64%	1.09%	1.49%	Q2 2022	Q3 2023	6
Joule Financial, LLC	6	6	0.29%	0.34%	0.52%	Q2 2022	Q3 2023	6
EAGLE ASSET MANAGEMENT INC	5	1	0.00%	0.00%	0.02%	Q2 2017	Q4 2020	6
PRUDENT INVESTORS NETWORK, INC.	6	6	0.11%	0.14%	0.16%	Q4 2020	Q1 2022	6
Allred Capital Management, LLC	5	1	0.09%	0.11%	0.12%	Q4 2019	Q1 2022	6
CEERA INVESTMENTS, LLC	5	1	0.11%	0.23%	0.31%	Q1 2022	Q3 2023	6
Seaside Wealth Management, Inc.	6	6	0.35%	0.62%	0.90%	Q2 2022	Q3 2023	6
Moreno Evelyn V	6	6	0.10%	0.19%	0.54%	Q2 2022	Q3 2023	6
Cornerstone Financial Partners, LLC	6	6	0.17%	2.88%	4.30%	Q3 2016	Q4 2017	6
GRAYHAWK INVESTMENT STRATEGIES INC.	6	6	2.16%	2.79%	3.37%	Q2 2022	Q3 2023	6
Drake & Associates, LLC	6	6	0.14%	0.22%	0.27%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	1.18%	3.49%	5.77%	Q2 2022	Q3 2023	6
Strategic Capital Alternatives LLC	5	1	2.57%	3.42%	5.33%	Q3 2014	Q1 2016	6
NewDay Solutions, LLC	5	1	4.34%	6.09%	6.76%	Q4 2018	Q2 2020	6
Falcon Wealth Planning	4	2	0.06%	0.07%	0.08%	Q4 2021	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	18.20%	21.03%	23.40%	Q2 2022	Q3 2023	6
CYPRESS FINANCIAL PLANNING LLC	6	6	14.36%	15.13%	15.86%	Q2 2022	Q3 2023	6
Altrius Capital Management Inc	6	6	0.10%	0.11%	0.13%	Q2 2022	Q3 2023	6
AI Financial Services LLC	3	1	0.51%	2.50%	8.86%	Q4 2017	Q3 2019	6
Azimuth Capital Investment Management LLC	6	6	0.03%	0.04%	0.04%	Q2 2022	Q3 2023	6
FSM Wealth Advisors, LLC	6	6	0.99%	1.52%	1.97%	Q2 2022	Q3 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	20.74%	21.69%	22.23%	Q4 2020	Q1 2022	6
East Coast Asset Management, LLC.	3	3	0.06%	0.08%	0.11%	Q4 2012	Q4 2017	6
CISCO SYSTEMS, INC.	4	2	0.00%	8.94%	26.15%	Q2 2016	Q3 2023	6
Castle Rock Wealth Management, LLC	4	2	0.08%	0.12%	0.15%	Q4 2020	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	0.69%	0.74%	0.84%	Q2 2013	Q3 2014	6
MARCUARD FAMILY OFFICE LTD	6	6	6.46%	11.40%	19.19%	Q2 2013	Q3 2014	6
Coston, McIsaac & Partners	6	6	0.11%	0.14%	0.22%	Q2 2022	Q3 2023	6
RVW Wealth, LLC	3	1	0.04%	0.07%	0.16%	Q4 2019	Q4 2023	6
Bellwether Investment Group, LLC	5	1	0.04%	0.64%	1.07%	Q2 2016	Q4 2017	6
QUANTUM CAPITAL MANAGEMENT	2	1	0.05%	0.36%	0.73%	Q4 2015	Q3 2020	6
CABANA LLC	3	1	0.00%	0.16%	0.48%	Q1 2018	Q2 2020	6
BEESE FULMER INVESTMENT MANAGEMENT, INC.	4	1	0.00%	0.03%	0.03%	Q2 2020	Q3 2023	6
Crestone Asset Management LLC	6	6	0.16%	0.30%	0.56%	Q4 2015	Q1 2017	6
Benchmark Investment Advisors LLC	4	2	0.16%	0.24%	0.28%	Q4 2021	Q3 2023	6
Northeast Financial Group, Inc.	6	6	0.28%	0.31%	0.35%	Q4 2020	Q1 2022	6
CEDAR HILL ASSOCIATES, LLC	6	6	0.63%	2.26%	4.57%	Q3 2017	Q4 2018	6
Delphi Private Advisors LLC	6	6	0.17%	0.24%	0.30%	Q1 2017	Q2 2018	6
Grant/GrossMendelsohn, LLC	4	2	0.12%	0.13%	0.14%	Q1 2022	Q3 2023	6
BANK PICTET & CIE (ASIA) LTD	6	6	0.22%	0.26%	0.28%	Q3 2016	Q4 2017	6
MARTIN & CO INC /TN/	5	1	0.06%	0.09%	0.14%	Q2 2013	Q3 2023	6
Spearhead Capital Advisors, LLC	5	1	0.06%	0.42%	1.08%	Q3 2020	Q3 2022	6
ADVOCATE GROUP LLC	6	6	0.05%	0.05%	0.06%	Q2 2022	Q3 2023	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.36%	0.41%	0.45%	Q4 2021	Q3 2023	6
NISA INVESTMENT ADVISORS, LLC	4	2	0.02%	1.26%	2.39%	Q4 2017	Q1 2022	6
Naviter Wealth, LLC	4	2	0.10%	0.32%	0.78%	Q4 2021	Q3 2023	6
PHH Investments, Ltd.	5	1	0.12%	0.13%	0.18%	Q4 2016	Q2 2018	6
INTREPID CAPITAL MANAGEMENT INC	6	6	0.17%	0.26%	0.35%	Q2 2022	Q3 2023	6
B, B, H, & B INC.	6	6	10.97%	17.31%	20.46%	Q4 2020	Q1 2022	6
Blue Trust, Inc.	6	6	1.19%	1.44%	1.82%	Q2 2022	Q3 2023	6
Bradley & Co. Private Wealth Management, LLC	6	6	0.04%	0.15%	0.36%	Q2 2022	Q3 2023	6
KEB ASSET MANAGEMENT, LLC	6	6	0.42%	0.53%	0.63%	Q2 2022	Q3 2023	6
Tower Wealth Partners, Inc.	6	6	1.24%	2.07%	5.92%	Q4 2020	Q1 2022	6
Karn, Couzens & Associates, Inc.	6	6	22.02%	24.61%	26.01%	Q4 2020	Q1 2022	6
Anson Capital, Inc.	6	6	0.70%	0.81%	0.91%	Q4 2021	Q1 2023	6
Tiller Private Wealth, Inc.	6	6	0.19%	0.23%	0.26%	Q3 2021	Q4 2022	6
Americana Partners, LLC	4	2	0.03%	0.04%	0.06%	Q4 2021	Q3 2023	6
Lighthouse Financial Advisors, Inc.	6	6	0.26%	0.46%	0.61%	Q4 2019	Q1 2021	6
Pictet North America Advisors SA	5	5	0.03%	0.06%	0.13%	Q4 2019	Q4 2020	5
Matisse Capital	5	5	0.12%	0.14%	0.16%	Q4 2015	Q4 2016	5
Crescent Capital Consulting, LLC	5	5	10.07%	10.95%	11.88%	Q4 2020	Q4 2021	5
CMT TRADING LLC	2	1	0.28%	1.54%	3.25%	Q2 2015	Q4 2017	5
CORTLAND ADVISERS LLC	5	5	0.29%	1.73%	3.47%	Q3 2018	Q3 2019	5
Antonetti Capital Management LLC	5	5	0.28%	1.60%	2.99%	Q2 2013	Q2 2014	5
Wall Capital Group, Inc.	3	2	1.38%	4.52%	7.27%	Q4 2021	Q3 2023	5
Conservest Capital Advisors, Inc.	3	2	0.06%	0.06%	0.07%	Q2 2018	Q3 2023	5
CFO4Life Group, LLC	3	2	0.05%	0.19%	0.57%	Q1 2017	Q3 2023	5
Wilmington Trust, National Association	5	5	1.72%	2.10%	2.34%	Q2 2013	Q2 2014	5
Fidato Wealth LLC	5	5	54.85%	55.25%	56.21%	Q4 2021	Q4 2022	5
Ninepoint Partners LP	5	5	0.11%	0.17%	0.23%	Q4 2018	Q4 2019	5
MPS Loria Financial Planners, LLC	4	1	0.02%	0.03%	0.09%	Q2 2017	Q1 2021	5
Sanctuary Wealth Management, L.L.C.	1	1	4.50%	11.75%	19.67%	Q1 2010	Q2 2023	5
NBW CAPITAL LLC	3	2	0.06%	0.07%	0.10%	Q1 2022	Q3 2023	5
Uncommon Cents Investing LLC	3	2	0.08%	0.08%	0.09%	Q1 2022	Q2 2023	5
Red Cedar Capital, LLC	5	5	0.20%	0.21%	0.22%	Q4 2021	Q4 2022	5
Clear Harbor Asset Management, LLC	2	1	0.00%	0.02%	0.04%	Q4 2019	Q4 2021	5
Bank of Kentucky, Inc.	5	5	0.01%	0.01%	0.02%	Q3 2013	Q3 2014	5
EXCHANGE TRADED CONCEPTS, LLC	5	5	0.02%	0.16%	0.33%	Q4 2022	Q4 2023	5
Pinion Investment Advisors, LLC	3	2	0.26%	0.51%	0.78%	Q4 2021	Q3 2023	5
Verition Fund Management LLC	2	1	0.01%	0.04%	0.08%	Q1 2016	Q2 2019	5
Beacon Pointe Wealth Advisors, LLC	5	5	5.29%	5.87%	7.33%	Q4 2018	Q4 2019	5
Spartan Planning & Wealth Management	4	1	0.04%	0.82%	3.42%	Q1 2022	Q3 2023	5
VAUGHAN DAVID INVESTMENTS LLC/IL	3	1	0.01%	0.04%	0.08%	Q4 2017	Q3 2023	5
Portfolio Strategies Inc	5	5	0.02%	0.96%	2.55%	Q4 2016	Q4 2017	5
GODSEY & GIBB, INC	3	2	0.01%	0.05%	0.08%	Q2 2018	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	2.94%	3.00%	3.04%	Q3 2022	Q3 2023	5
CM WEALTH ADVISORS LLC	3	2	1.27%	1.47%	1.72%	Q2 2022	Q3 2023	5
Paragon Capital Management LLC	3	2	0.00%	0.42%	0.97%	Q4 2017	Q2 2019	5
GARCIA HAMILTON & ASSOCIATES LP/DE	5	5	6.44%	37.83%	100.00%	Q4 2016	Q4 2017	5
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	4	1	0.09%	0.20%	0.26%	Q2 2013	Q3 2023	5
VeraBank, N.A.	3	2	0.12%	1.54%	3.25%	Q4 2021	Q3 2023	5
Princeton Global Asset Management LLC	3	1	0.00%	0.02%	0.03%	Q1 2019	Q3 2023	5
Grantham, Mayo, Van Otterloo & Co. LLC	4	1	0.13%	0.38%	0.59%	Q4 2019	Q3 2021	5
ClearBridge Investments	2	1	0.00%	0.00%	0.01%	Q4 2014	Q1 2020	5
Altshuler Shaham Ltd	2	1	0.02%	0.04%	0.07%	Q2 2020	Q3 2022	5
TRADITION ASSET MANAGEMENT LLC	5	5	0.06%	0.07%	0.09%	Q2 2019	Q2 2020	5
Legend Financial Advisors, Inc.	5	5	0.06%	0.06%	0.07%	Q3 2022	Q3 2023	5
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	4	1	0.01%	0.02%	0.02%	Q4 2017	Q4 2021	5
Hillman Capital Management, Inc.	4	1	0.06%	0.07%	0.11%	Q4 2019	Q3 2023	5
RIVERSEDGE ADVISORS, LLC	5	5	0.26%	0.77%	1.17%	Q3 2022	Q3 2023	5
Fiduciary Planning LLC	5	5	0.12%	1.39%	3.95%	Q2 2021	Q2 2022	5
Relyea Zuckerberg Hanson LLC	3	2	0.05%	0.30%	0.60%	Q4 2021	Q3 2023	5
CenturyLink Investment Management Co	5	5	100.00%	100.00%	100.00%	Q4 2021	Q4 2022	5
ELEFANTE MICHAEL B	5	5	0.11%	0.12%	0.12%	Q3 2013	Q3 2014	5
WILMINGTON TRUST CO	5	5	0.76%	0.85%	0.99%	Q2 2013	Q2 2014	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.22%	0.44%	0.60%	Q4 2016	Q4 2017	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	16.47%	17.17%	18.28%	Q1 2020	Q1 2021	5
Meadow Creek Wealth Advisors LLC	4	1	2.42%	2.88%	3.48%	Q4 2019	Q3 2022	5
RETIREMENT DESIGN & MANAGEMENT INC /ADV	5	5	2.96%	4.84%	9.56%	Q4 2014	Q4 2015	5
H&H Retirement Design & Management INC	3	2	1.10%	1.52%	2.02%	Q1 2020	Q4 2022	5
HARRELL INVESTMENT PARTNERS, LLC	5	5	0.31%	0.36%	0.40%	Q3 2022	Q3 2023	5
BERRY GROUP, LLC	5	5	1.46%	1.95%	2.24%	Q4 2019	Q4 2020	5
Cadent Capital Advisors, LLC	4	1	0.46%	0.80%	1.76%	Q4 2020	Q3 2023	5
RMR Wealth Builders	2	1	0.04%	0.08%	0.12%	Q4 2019	Q4 2021	5
JD Financial Services Inc.	5	5	0.43%	0.68%	1.25%	Q4 2020	Q4 2021	5
ACT Advisors, LLC.	5	5	0.94%	6.55%	9.45%	Q3 2022	Q3 2023	5
Mach-1 Financial Group, LLC	4	1	0.01%	0.14%	0.45%	Q4 2021	Q1 2023	5
Ellsworth Advisors, LLC	4	1	0.10%	0.11%	0.12%	Q3 2021	Q3 2023	5
Opal Wealth Advisors, LLC	3	1	0.32%	0.50%	0.82%	Q4 2021	Q3 2023	5
Coppell Advisory Solutions LLC	4	1	0.62%	0.73%	0.86%	Q4 2020	Q3 2023	5
IronBridge Private Wealth, LLC	5	5	0.00%	2.89%	14.43%	Q4 2020	Q4 2021	5
WCG Wealth Advisors LLC	2	2	0.03%	0.86%	2.34%	Q2 2022	Q3 2023	5
Gordian Capital Singapore Pte Ltd	5	5	2.90%	3.62%	4.32%	Q2 2022	Q2 2023	5
BG Investment Services, Inc.	5	5	27.43%	29.60%	36.56%	Q4 2021	Q4 2022	5
McElhenny Sheffield Capital Management, LLC	4	1	0.03%	0.20%	0.28%	Q3 2021	Q4 2022	5
ENZI WEALTH	5	5	16.82%	18.03%	18.96%	Q3 2022	Q3 2023	5
Strategic Asset Management, LLC	5	5	0.11%	0.61%	0.81%	Q3 2021	Q3 2022	5
MARYLAND CAPITAL ADVISORS INC.	3	2	0.00%	0.01%	0.03%	Q4 2021	Q3 2023	5
Herold Advisors, Inc.	3	1	0.02%	0.27%	0.45%	Q3 2021	Q3 2023	5
FRG Family Wealth Advisors LLC	5	5	0.08%	0.08%	0.08%	Q4 2016	Q4 2017	5
STUDIO INVESTMENT MANAGEMENT LLC	4	1	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	5
CoreCap Advisors, LLC	5	5	0.82%	1.06%	1.21%	Q4 2021	Q4 2022	5
Steward Financial Group LLC	3	2	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	5
Solidarity Wealth, LLC	3	2	0.09%	0.11%	0.13%	Q1 2022	Q3 2023	5
WMG Financial Advisors, LLC	5	5	0.42%	0.67%	1.06%	Q4 2021	Q4 2022	5
S.C. Financial Services, Inc.	5	5	3.97%	4.72%	6.04%	Q4 2021	Q4 2022	5
RESOLUTE FINANCIAL, LLC	5	5	9.49%	10.40%	11.43%	Q4 2021	Q4 2022	5
WEALTHSPAN PARTNERS, LLC	5	5	0.33%	0.79%	1.10%	Q2 2022	Q2 2023	5
Ameliora Wealth Management Ltd.	5	5	0.04%	0.05%	0.06%	Q3 2022	Q3 2023	5
SBK Financial, Inc.	5	5	0.71%	1.10%	1.53%	Q4 2021	Q4 2022	5
Global Wealth Strategies & Associates	5	5	0.06%	0.07%	0.07%	Q4 2022	Q4 2023	5
High Net Worth Advisory Group LLC	5	5	0.02%	0.05%	0.07%	Q4 2021	Q4 2022	5
Strengthening Families & Communities, LLC	5	5	0.00%	0.01%	0.01%	Q4 2021	Q4 2022	5
WILLNER & HELLER, LLC	5	5	0.36%	0.43%	0.48%	Q4 2021	Q4 2022	5
Balboa Wealth Partners	5	5	0.18%	0.20%	0.20%	Q3 2022	Q3 2023	5
Tradewinds, LLC.	3	2	0.67%	0.75%	0.82%	Q2 2022	Q3 2023	5
W.H. Cornerstone Investments Inc.	5	5	1.43%	1.47%	1.53%	Q3 2022	Q3 2023	5
Mesirow Institutional Investment Management, Inc.	5	5	0.19%	0.21%	0.23%	Q3 2022	Q3 2023	5
James J. Burns & Company, LLC	5	5	0.25%	0.84%	1.26%	Q3 2022	Q3 2023	5
ADVISOR PARTNERS II, LLC	5	5	0.06%	0.25%	0.84%	Q3 2022	Q3 2023	5
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	5	5	0.05%	0.06%	0.06%	Q2 2021	Q2 2022	5
Colonial Trust Co / SC	5	5	2.14%	2.21%	2.41%	Q3 2022	Q3 2023	5
WealthSpring Partners, LLC	5	5	7.53%	7.77%	8.11%	Q3 2022	Q3 2023	5
B.O.S.S. Retirement Advisors, LLC	5	5	2.62%	2.66%	2.70%	Q4 2022	Q4 2023	5
Compass Wealth Management LLC	5	5	0.07%	0.09%	0.14%	Q4 2022	Q4 2023	5
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	3	2	0.04%	0.06%	0.08%	Q3 2013	Q4 2014	5
RAM Investment Partners, LLC	5	5	0.19%	0.25%	0.32%	Q4 2022	Q4 2023	5
WFA Asset Management Corp	5	5	0.00%	0.01%	0.01%	Q3 2022	Q3 2023	5
ROMANO BROTHERS AND COMPANY	5	5	0.38%	0.43%	0.47%	Q3 2022	Q3 2023	5
TITLEIST CAPITAL, LLC	5	5	0.46%	0.60%	0.89%	Q4 2021	Q4 2022	5
BOYAR ASSET MANAGEMENT INC.	5	5	0.49%	1.29%	2.47%	Q3 2013	Q3 2014	5
FIRST HORIZON CORP	4	1	0.32%	1.83%	2.29%	Q2 2013	Q2 2021	5
LILLEY & CO	5	5	0.39%	0.45%	0.50%	Q2 2013	Q2 2014	5
LEGG MASON, INC.	5	5	0.74%	22.51%	31.30%	Q3 2016	Q3 2017	5
COMMUNITY BANK SYSTEM, INC.	5	5	6.67%	8.25%	9.11%	Q3 2013	Q3 2014	5
RBF Capital, LLC	5	5	0.53%	1.29%	1.96%	Q4 2014	Q4 2015	5
SEIZERT CAPITAL PARTNERS, LLC	3	1	0.01%	0.01%	0.02%	Q2 2015	Q4 2019	5
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	4	1	0.17%	0.21%	0.23%	Q1 2020	Q3 2023	5
COMMONWEALTH BANK OF AUSTRALIA	5	5	0.01%	0.01%	0.01%	Q4 2015	Q4 2016	5
KLINGENSTEIN FIELDS & CO LP	5	5	0.02%	0.02%	0.03%	Q3 2022	Q3 2023	5
Vident Investment Advisory, LLC	3	1	0.01%	0.05%	0.06%	Q3 2021	Q2 2023	5
Gupta Wealth Management LLC	5	5	0.11%	0.50%	0.86%	Q1 2015	Q1 2016	5
TCG Advisors, LP	3	2	0.08%	0.25%	0.49%	Q1 2019	Q2 2020	5
D'Orazio & Associates, Inc.	5	5	0.00%	0.00%	0.01%	Q2 2020	Q2 2021	5
Blooom, Inc.	3	2	0.16%	0.31%	0.53%	Q4 2020	Q3 2022	5
NorthLanding Financial Partners, LLC	5	5	2.56%	2.75%	2.87%	Q3 2022	Q3 2023	5
Probabilities Fund Management, LLC	5	5	0.52%	0.86%	1.32%	Q4 2017	Q4 2018	5
Mill Creek Capital Advisors, LLC	4	4	0.60%	0.70%	0.84%	Q4 2022	Q3 2023	4
Standpoint Asset Management, LLC	4	4	15.70%	15.80%	15.90%	Q4 2022	Q3 2023	4
ENTRUST GLOBAL PARTNERS L L C	4	4	6.31%	8.17%	9.88%	Q4 2021	Q3 2022	4
LEVEL FOUR FINANCIAL, LLC	4	4	1.40%	1.50%	1.56%	Q4 2020	Q3 2021	4
Luxor Capital Group, LP	4	4	0.29%	0.48%	0.91%	Q1 2014	Q4 2014	4
SUMMIT CAPITAL MANAGEMENT LLC	4	4	0.40%	0.65%	0.89%	Q2 2015	Q1 2016	4
COMPASS FINANCIAL ADVISORS LLC	2	2	0.25%	0.27%	0.29%	Q4 2021	Q1 2023	4
Lombard Odier & Cie (Canada), Limited Partnership	4	4	0.07%	0.31%	0.42%	Q4 2013	Q3 2014	4
E Fund Management (Hong Kong) Co., Ltd.	4	4	0.43%	1.81%	3.10%	Q1 2023	Q4 2023	4
Geometric Wealth Advisors	4	4	0.13%	0.16%	0.20%	Q4 2022	Q3 2023	4
SIENA CAPITAL LLC	4	4	0.29%	0.32%	0.35%	Q4 2021	Q3 2022	4
Salient Private Client, LLC	4	4	0.85%	0.97%	1.18%	Q4 2017	Q3 2018	4
KARLINSKI ANDREW C	4	4	3.28%	4.34%	5.51%	Q4 2021	Q3 2022	4
Summit Investment Advisory Services, LLC	4	4	0.50%	0.61%	0.78%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.79%	0.93%	1.18%	Q4 2022	Q3 2023	4
Brandywine Global Investment Management, LLC	4	4	0.00%	0.00%	0.00%	Q4 2015	Q3 2016	4
Alliance Wealth Advisors, LLC /UT	4	4	0.92%	1.03%	1.11%	Q4 2022	Q3 2023	4
Cumberland Partners Ltd	4	4	0.02%	0.07%	0.16%	Q2 2021	Q1 2022	4
Legacy Trust	4	4	2.47%	2.49%	2.55%	Q4 2022	Q3 2023	4
Amundi	4	4	0.05%	0.05%	0.06%	Q2 2022	Q1 2023	4
MRA Associates USA LLC	4	4	0.52%	1.09%	1.58%	Q4 2018	Q3 2019	4
KFG WEALTH MANAGEMENT, LLC	4	4	0.15%	0.17%	0.23%	Q4 2022	Q3 2023	4
Kaye Capital Management	4	4	14.09%	17.77%	24.88%	Q4 2022	Q3 2023	4
Patriot Wealth Management, Inc.	2	2	0.03%	0.05%	0.06%	Q1 2017	Q4 2018	4
Inscription Capital, LLC	2	1	0.05%	0.21%	0.34%	Q4 2018	Q2 2022	4
Crossvault Capital Management LLC	2	2	0.06%	0.09%	0.11%	Q1 2021	Q1 2022	4
FAIRFIELD, BUSH & CO.	4	4	1.24%	1.31%	1.35%	Q4 2017	Q3 2018	4
Shone Asset Management LLC	4	4	3.69%	4.26%	5.21%	Q1 2020	Q4 2020	4
Nalls Sherbakoff Group, LLC	3	1	0.01%	0.03%	0.04%	Q4 2018	Q3 2023	4
Brookfield Asset Management	4	4	0.01%	0.01%	0.02%	Q2 2013	Q1 2014	4
Ferguson Shapiro LLC	3	1	0.11%	0.14%	0.18%	Q3 2022	Q3 2023	4
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	2	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2023	4
TOWER TRUST Co	4	4	0.26%	0.68%	0.84%	Q2 2013	Q1 2014	4
International City Management Association Retirement Corp	4	4	23.70%	25.05%	27.33%	Q4 2022	Q3 2023	4
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	4	4	0.15%	0.48%	1.41%	Q4 2017	Q3 2018	4
Nikulski Financial, Inc.	4	4	0.20%	0.22%	0.24%	Q1 2019	Q4 2019	4
Hobart Private Capital, LLC	4	4	0.87%	5.55%	19.45%	Q4 2022	Q3 2023	4
CATALYST FINANCIAL PARTNERS LLC	4	4	13.51%	13.70%	13.86%	Q4 2022	Q3 2023	4
Delap Wealth Advisory, LLC	4	4	0.70%	0.73%	0.76%	Q4 2022	Q3 2023	4
Jackson Financial Management	4	4	0.22%	0.26%	0.32%	Q1 2018	Q4 2018	4
McQueen, Ball & Associates Inc.	4	4	0.34%	0.34%	0.35%	Q1 2018	Q4 2018	4
Sequent Asset Management, LLC	4	4	0.24%	0.38%	0.44%	Q4 2022	Q3 2023	4
Luken Investment Analytics, LLC	4	4	3.04%	7.08%	10.68%	Q4 2022	Q3 2023	4
Fortis Group Advisors, LLC	3	1	0.41%	0.57%	0.64%	Q3 2020	Q3 2023	4
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD	4	4	14.79%	16.90%	18.31%	Q4 2022	Q3 2023	4
AVIVA PLC	4	4	0.63%	0.66%	0.69%	Q2 2013	Q1 2014	4
Stuart Chaussee & Associates, Inc.	2	1	0.01%	3.78%	15.03%	Q4 2016	Q4 2019	4
Bowman & Co S.C.	4	4	0.18%	0.22%	0.28%	Q4 2022	Q3 2023	4
S.E.E.D. Planning Group LLC	4	4	0.20%	0.21%	0.22%	Q1 2021	Q4 2021	4
J.P. Turner & Co Capital Mnagement, LLC	4	4	0.63%	0.90%	1.20%	Q4 2014	Q3 2015	4
Capital One Investing, Inc.	4	4	0.23%	0.42%	0.52%	Q4 2018	Q3 2019	4
Wallace Advisory Group, LLC	4	4	2.39%	2.51%	2.62%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	3.67%	3.72%	3.78%	Q4 2022	Q3 2023	4
Bricktown Capital, LLC	4	4	35.49%	51.35%	58.70%	Q4 2022	Q3 2023	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	26.82%	27.47%	28.25%	Q4 2022	Q3 2023	4
BUILDER INVESTMENT GROUP INC /ADV	4	4	0.62%	0.68%	0.79%	Q4 2022	Q3 2023	4
Meiji Yasuda Life Insurance Co	3	1	0.22%	6.22%	8.55%	Q3 2016	Q1 2023	4
Sentinus, LLC	4	4	8.60%	10.04%	11.34%	Q3 2022	Q2 2023	4
Bleakley Financial Group, LLC	4	4	0.51%	0.54%	0.57%	Q4 2022	Q3 2023	4
TriaGen Wealth Management LLC	4	4	0.13%	0.14%	0.15%	Q4 2022	Q3 2023	4
DecisionPoint Financial, LLC	4	4	0.05%	0.05%	0.05%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	14.47%	16.42%	19.15%	Q4 2022	Q3 2023	4
LEO BROKERAGE, LLC	2	2	0.07%	0.36%	0.52%	Q1 2022	Q2 2023	4
HIGHLAND ASSOCIATES INC	4	4	74.01%	74.86%	75.32%	Q3 2018	Q2 2019	4
Vertex Planning Partners, LLC	4	4	7.16%	7.49%	7.76%	Q4 2022	Q3 2023	4
CULLINAN ASSOCIATES INC	4	4	0.09%	0.10%	0.10%	Q3 2021	Q2 2022	4
Waterloo Capital, L.P.	3	1	0.91%	3.82%	5.36%	Q1 2020	Q3 2023	4
Rocaton Investment Advisors, LLC	4	4	38.14%	51.20%	75.78%	Q4 2017	Q3 2018	4
Capital World Investors	3	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	4
Japan Science & Technology Agency	4	4	0.07%	6.09%	9.79%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	1.10%	1.21%	1.36%	Q4 2022	Q3 2023	4
Essential Planning, LLC.	4	4	2.59%	2.69%	2.79%	Q4 2022	Q3 2023	4
Surevest, LLC	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
Lodestone Wealth Management LLC	4	4	0.27%	0.29%	0.30%	Q4 2022	Q3 2023	4
JENNISON ASSOCIATES LLC	3	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	4
Cyndeo Wealth Partners, LLC	4	4	0.03%	0.10%	0.32%	Q4 2022	Q3 2023	4
26North Partners LP	4	4	83.31%	86.88%	89.25%	Q4 2022	Q3 2023	4
Centurion Wealth Management LLC	4	4	6.86%	7.22%	8.02%	Q4 2022	Q3 2023	4
Taikang Asset Management (Hong Kong) Co Ltd	3	1	0.44%	0.62%	0.91%	Q1 2020	Q4 2022	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	1.89%	2.97%	3.45%	Q4 2016	Q3 2017	4
Andrew Hill Investment Advisors, Inc.	4	4	0.52%	0.58%	0.67%	Q4 2021	Q3 2022	4
MONTAGE INVESTMENTS, LLC	4	4	0.39%	1.14%	2.16%	Q4 2015	Q3 2016	4
BEL AIR INVESTMENT ADVISORS LLC	2	2	1.31%	5.08%	8.87%	Q2 2013	Q2 2021	4
Johnson & White Wealth Management, LLC	3	1	0.96%	1.65%	3.58%	Q3 2022	Q3 2023	4
Ethos Financial Group, LLC	4	4	0.99%	1.05%	1.13%	Q4 2022	Q3 2023	4
CornerStone Partners LLC	4	4	5.52%	11.84%	19.31%	Q4 2019	Q3 2020	4
Hoxton Planning & Management, LLC	4	4	17.50%	19.41%	21.23%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.06%	0.12%	0.17%	Q4 2022	Q3 2023	4
RFP Financial Group LLC	4	4	4.69%	7.29%	13.25%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
DAYMARK WEALTH PARTNERS, LLC	4	4	0.13%	0.20%	0.27%	Q4 2022	Q3 2023	4
UNIQUE WEALTH, LLC	4	4	24.70%	25.89%	27.16%	Q4 2022	Q3 2023	4
Scissortail Wealth Management, LLC	4	4	5.42%	5.79%	6.42%	Q4 2021	Q3 2022	4
Beaumont Financial Advisors, LLC	4	4	2.78%	2.88%	2.96%	Q4 2022	Q3 2023	4
Passive Capital Management, LLC.	4	4	0.20%	0.24%	0.29%	Q4 2021	Q3 2022	4
Integris Wealth Management, LLC	4	4	10.21%	14.82%	16.96%	Q4 2022	Q3 2023	4
Altus Wealth Group LLC	4	4	2.19%	2.78%	4.36%	Q4 2022	Q3 2023	4
Verum Partners LLC	4	4	3.36%	5.06%	6.44%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.34%	0.80%	1.14%	Q4 2022	Q3 2023	4
Strategic Investment Solutions, Inc. /IL	4	4	0.05%	0.16%	0.29%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	11.91%	12.16%	12.46%	Q4 2022	Q3 2023	4
Waterford Advisors, LLC	4	4	16.92%	17.59%	19.30%	Q4 2022	Q3 2023	4
Gallacher Capital Management LLC	4	4	1.00%	1.06%	1.15%	Q4 2022	Q3 2023	4
COLUMBIA ADVISORY PARTNERS LLC	4	4	0.38%	0.45%	0.62%	Q4 2022	Q3 2023	4
Family Asset Management, LLC	4	4	0.91%	0.94%	1.00%	Q4 2022	Q3 2023	4
Osborn Williams & Donohoe LLC	4	4	0.08%	0.09%	0.10%	Q1 2019	Q4 2019	4
Constellation Wealth Advisors, LLC	4	4	2.65%	5.72%	14.20%	Q4 2014	Q3 2015	4
Kooman & Associates	4	4	4.52%	12.15%	33.79%	Q4 2022	Q3 2023	4
TCP Asset Management, LLC	4	4	12.86%	13.20%	13.64%	Q4 2022	Q3 2023	4
SP Asset Management LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
OARSMAN CAPITAL, INC.	3	1	0.08%	0.25%	0.49%	Q3 2017	Q3 2023	4
TIAA Kaspick, LLC	3	1	2.09%	3.33%	5.22%	Q2 2020	Q2 2021	4
Trifecta Capital Advisors, LLC	4	4	3.20%	3.54%	3.74%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.29%	0.36%	0.41%	Q4 2022	Q3 2023	4
Talisman Wealth Advisors LLC	4	4	0.69%	0.71%	0.74%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.95%	1.44%	1.70%	Q4 2022	Q3 2023	4
Capstone Financial Group, Inc.	4	4	0.38%	0.40%	0.41%	Q4 2019	Q3 2020	4
Forza Wealth Management, LLC	4	4	0.74%	0.80%	0.90%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	7.13%	7.46%	7.74%	Q4 2022	Q3 2023	4
GEM Asset Management, LLC	4	4	0.65%	0.69%	0.78%	Q4 2022	Q3 2023	4
RCS Financial Planning, LLC	4	4	3.99%	4.99%	6.62%	Q4 2022	Q3 2023	4
Koesten, Hirschmann & Crabtree, INC.	4	4	2.03%	2.07%	2.10%	Q4 2022	Q3 2023	4
VitalStone Financial, LLC	4	4	0.01%	0.22%	0.87%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.12%	0.12%	0.13%	Q4 2022	Q3 2023	4
Commonwealth Retirement Investments LLC	4	4	3.67%	4.02%	4.50%	Q4 2022	Q3 2023	4
Heritage Wealth Partners, LLC	4	4	0.83%	8.10%	18.68%	Q4 2022	Q3 2023	4
Goldstein Advisors, LLC	4	4	0.22%	0.24%	0.28%	Q4 2022	Q3 2023	4
Redwood Wealth Management Group, LLC	4	4	2.39%	2.68%	2.95%	Q4 2022	Q3 2023	4
REGIMEN WEALTH, LLC	4	4	3.00%	3.50%	4.10%	Q4 2022	Q3 2023	4
HTG Investment Advisors, Inc.	4	4	0.17%	0.24%	0.32%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	1.33%	1.62%	1.77%	Q4 2022	Q3 2023	4
SWISS REINSURANCE CO LTD	4	4	1.95%	3.70%	6.74%	Q3 2013	Q2 2014	4
Syntegra Private Wealth Group, LLC	4	4	0.05%	0.06%	0.10%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	2.30%	2.47%	2.58%	Q4 2022	Q3 2023	4
Worth Financial Advisory Group, LLC	4	4	1.95%	2.12%	2.38%	Q4 2022	Q3 2023	4
PALO ALTO WEALTH ADVISORS, LLC	4	4	0.28%	0.30%	0.32%	Q4 2022	Q3 2023	4
CORA CAPITAL ADVISORS LLC	4	4	0.73%	0.82%	0.86%	Q4 2022	Q3 2023	4
Strategic Financial Services, Inc,	3	1	0.02%	0.02%	0.02%	Q4 2020	Q1 2022	4
Great Waters Wealth Management	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
Mendota Financial Group, LLC	4	4	0.81%	0.99%	1.34%	Q4 2022	Q3 2023	4
DOVER ADVISORS, LLC	4	4	0.30%	0.32%	0.33%	Q4 2022	Q3 2023	4
MILESTONE ASSET MANAGEMENT, LLC	4	4	0.19%	0.32%	0.45%	Q4 2022	Q3 2023	4
Arista Wealth Management, LLC	4	4	1.03%	1.32%	1.66%	Q4 2022	Q3 2023	4
Semus Wealth Partners LLC	4	4	4.53%	4.75%	4.99%	Q4 2022	Q3 2023	4
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2018	4
McGlone Suttner Wealth Management, Inc.	4	4	0.33%	0.38%	0.45%	Q4 2022	Q3 2023	4
LWMG, LLC	4	4	7.73%	8.32%	8.85%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.12%	0.16%	0.18%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	0.55%	1.77%	5.27%	Q4 2022	Q3 2023	4
Phoenix Wealth Advisors	3	1	0.01%	0.06%	0.19%	Q4 2020	Q4 2021	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.16%	0.18%	0.22%	Q4 2022	Q3 2023	4
Financial Partners Group, LLC	4	4	0.17%	0.18%	0.19%	Q4 2022	Q3 2023	4
Eley Financial Management, Inc	4	4	7.05%	8.17%	9.21%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	13.80%	14.40%	14.99%	Q4 2022	Q3 2023	4
Michelson Medical Research Foundation, Inc.	4	4	5.22%	6.28%	8.38%	Q4 2022	Q3 2023	4
WRAPMANAGER INC	2	2	2.14%	3.08%	3.82%	Q1 2013	Q1 2014	4
STAR Financial Bank	4	4	0.50%	0.52%	0.54%	Q4 2022	Q3 2023	4
Garden State Investment Advisory Services LLC	4	4	0.46%	0.55%	0.60%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	0.19%	0.22%	0.25%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.37%	0.48%	0.55%	Q4 2022	Q3 2023	4
Beacon Bridge Wealth Partners, LLC	4	4	1.77%	2.42%	2.86%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.04%	0.06%	0.08%	Q4 2022	Q3 2023	4
LEGACY FINANCIAL GROUP, INC.	4	4	0.24%	0.25%	0.27%	Q4 2022	Q3 2023	4
Tanglewood Legacy Advisors, LLC	4	4	0.59%	0.62%	0.65%	Q4 2022	Q3 2023	4
ROWLANDMILLER & PARTNERS.ADV	3	1	0.05%	0.05%	0.05%	Q1 2020	Q3 2021	4
GTS SECURITIES LLC	2	2	0.00%	0.05%	0.16%	Q2 2023	Q3 2023	4
Park Edge Advisors, LLC	4	4	0.13%	0.14%	0.16%	Q4 2022	Q3 2023	4
A. D. Beadell Investment Counsel, Inc.	4	4	0.30%	0.41%	0.49%	Q2 2021	Q1 2022	4
Beverly Hills Private Wealth, LLC	4	4	0.62%	0.89%	1.14%	Q4 2022	Q3 2023	4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4	4	0.61%	0.72%	0.85%	Q4 2022	Q3 2023	4
Sonoma Private Wealth LLC	4	4	6.43%	6.96%	7.65%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	1.98%	2.21%	2.41%	Q4 2022	Q3 2023	4
BOS Asset Management, LLC	4	4	2.73%	3.46%	5.59%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	1.05%	1.06%	1.08%	Q4 2022	Q3 2023	4
Westshore Wealth, LLC	2	2	0.11%	0.17%	0.24%	Q1 2021	Q2 2023	4
True Wealth Design, LLC	4	4	0.20%	0.27%	0.30%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.93%	1.20%	1.68%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	2.66%	3.06%	3.43%	Q4 2022	Q3 2023	4
BEACON FINANCIAL PLANNING, INC	4	4	21.53%	22.27%	23.05%	Q4 2022	Q3 2023	4
Kapstone Financial Advisors LLC	4	4	12.39%	12.81%	13.56%	Q4 2022	Q3 2023	4
Cravens & Co Advisors, LLC	4	4	0.32%	0.35%	0.37%	Q4 2022	Q3 2023	4
LaSalle St. Investment Advisors, LLC	4	4	0.42%	0.48%	0.58%	Q4 2022	Q3 2023	4
WEALTH EFFECTS LLC	4	4	1.02%	1.09%	1.14%	Q4 2022	Q3 2023	4
Alpha Financial Partners, LLC	4	4	21.89%	23.02%	24.25%	Q4 2022	Q3 2023	4
CONTINUUM WEALTH ADVISORS, LLC	4	4	0.27%	2.90%	5.65%	Q4 2022	Q3 2023	4
Lakewood Asset Management LLC	4	4	0.85%	0.91%	0.95%	Q4 2022	Q3 2023	4
Milestone Investment Advisors LLC	4	4	1.15%	1.31%	1.67%	Q4 2022	Q3 2023	4
FNY Investment Advisers, LLC	3	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2021	4
Financial Alternatives, Inc	4	4	0.22%	0.23%	0.23%	Q4 2022	Q3 2023	4
Aspen Grove Capital, LLC	4	4	6.46%	7.38%	7.98%	Q4 2022	Q3 2023	4
Granite Harbor Advisors, Inc.	4	4	9.10%	9.55%	10.10%	Q4 2022	Q3 2023	4
DDFG, Inc	4	4	0.23%	0.23%	0.24%	Q4 2022	Q3 2023	4
Western Pacific Wealth Management, LP	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
Baring International Investment Ltd	2	2	0.20%	0.60%	1.03%	Q2 2013	Q2 2014	4
IAMS WEALTH MANAGEMENT, LLC	4	4	0.55%	0.71%	1.00%	Q4 2022	Q3 2023	4
Sound Stewardship, LLC	4	4	4.49%	5.01%	5.31%	Q4 2022	Q3 2023	4
Werba Rubin Papier Wealth Management	4	4	0.58%	0.60%	0.63%	Q4 2022	Q3 2023	4
Legacy Bridge, LLC	4	4	0.14%	0.15%	0.15%	Q4 2022	Q3 2023	4
BRADY FAMILY WEALTH, LLC	4	4	1.28%	1.37%	1.41%	Q4 2022	Q3 2023	4
Hyperion Partners, LLC	4	4	0.35%	0.42%	0.63%	Q4 2022	Q3 2023	4
Eaton Financial Holdings Company, LLC	4	4	1.53%	13.22%	20.28%	Q4 2022	Q3 2023	4
Etesian Wealth Advisors, Inc.	4	4	0.84%	0.86%	0.88%	Q4 2022	Q3 2023	4
Chicago Wealth Management, Inc.	4	4	0.58%	0.59%	0.60%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
Sebold Capital Management, Inc.	4	4	1.26%	1.32%	1.37%	Q4 2022	Q3 2023	4
CHELSEA COUNSEL CO	4	4	1.94%	1.97%	2.02%	Q4 2022	Q3 2023	4
Slocum, Gordon & Co LLP	4	4	0.12%	0.15%	0.18%	Q4 2022	Q3 2023	4
CHANNEL WEALTH LLC	4	4	0.24%	0.43%	0.57%	Q1 2023	Q4 2023	4
Farther Finance Advisors, LLC	4	4	5.99%	6.67%	8.12%	Q4 2022	Q3 2023	4
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	4	4	1.61%	1.74%	1.84%	Q4 2022	Q3 2023	4
Prosperity Wealth Management, Inc.	4	4	0.58%	0.64%	0.69%	Q4 2022	Q3 2023	4
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	4	4	2.51%	3.15%	3.75%	Q4 2021	Q3 2022	4
Cleary Gull Holdings Inc.	4	4	0.47%	0.53%	0.57%	Q2 2015	Q1 2016	4
Meritas Wealth Management, LLC	4	4	0.53%	0.54%	0.57%	Q4 2022	Q3 2023	4
New Capital Management LP	4	4	0.04%	0.07%	0.08%	Q4 2016	Q3 2017	4
First County Bank /CT/	4	4	1.72%	1.77%	1.82%	Q4 2022	Q3 2023	4
CYNOSURE ADVISORS, LLC	4	4	0.70%	0.92%	1.38%	Q4 2017	Q3 2018	4
ELLERSON GROUP INC /ADV	4	4	0.18%	1.73%	6.20%	Q4 2022	Q3 2023	4
Fifth Third Wealth Advisors LLC	4	4	2.84%	6.44%	10.22%	Q1 2023	Q4 2023	4
New Republic Capital, LLC	4	4	0.86%	1.44%	1.78%	Q4 2022	Q3 2023	4
Altiora Financial Group, LLC	4	4	0.20%	0.27%	0.30%	Q4 2022	Q3 2023	4
Ignite Planners, LLC	4	4	0.12%	0.19%	0.25%	Q4 2022	Q3 2023	4
Ardent Capital Management, Inc.	4	4	0.48%	0.55%	0.59%	Q4 2022	Q3 2023	4
EdgeRock Capital LLC	4	4	21.98%	25.38%	34.65%	Q4 2022	Q3 2023	4
THEORY FINANCIAL LLC	4	4	0.13%	0.24%	0.38%	Q4 2022	Q3 2023	4
WealthCare Investment Partners, LLC	3	1	0.13%	0.15%	0.18%	Q1 2022	Q3 2023	4
Allie Family Office LLC	4	4	0.40%	0.92%	1.30%	Q4 2022	Q3 2023	4
Integrity Advisory, LLC	4	4	0.60%	0.89%	1.44%	Q1 2022	Q4 2022	4
Sterling Group Wealth Management, LLC	4	4	0.22%	0.22%	0.23%	Q4 2022	Q3 2023	4
Moss Adams Wealth Advisors LLC	4	4	0.12%	0.13%	0.15%	Q4 2022	Q3 2023	4
CCM INVESTMENT ADVISERS LLC	4	4	0.08%	0.15%	0.18%	Q2 2018	Q1 2019	4
Capital Wealth Planning, LLC	3	1	0.01%	0.26%	0.47%	Q3 2019	Q1 2022	4
Collaborative Wealth Managment Inc.	4	4	0.62%	0.66%	0.68%	Q4 2022	Q3 2023	4
Stegent Equity Advisors, Inc.	4	4	0.36%	0.42%	0.50%	Q4 2021	Q3 2022	4
South Shore Capital Advisors	4	4	0.47%	0.50%	0.54%	Q4 2021	Q3 2022	4
Freed Investment Group	4	4	29.32%	29.72%	30.62%	Q4 2020	Q3 2021	4
MAGNOLIA CAPITAL MANAGEMENT LTD	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	4	4	0.71%	0.86%	0.98%	Q4 2019	Q3 2020	4
Samson Capital Advisors LLC	4	4	1.23%	1.96%	2.32%	Q4 2014	Q3 2015	4
Fortis Capital Management LLC	4	4	0.34%	0.61%	0.81%	Q4 2022	Q3 2023	4
University of Wisconsin Foundation	4	4	69.16%	81.09%	88.92%	Q4 2022	Q3 2023	4
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	4	4	0.04%	0.06%	0.08%	Q4 2021	Q3 2022	4
HILL ISLAND FINANCIAL LLC	4	4	0.29%	0.31%	0.37%	Q4 2022	Q3 2023	4
CUE ADVISORY SERVICES, INC.	4	4	0.33%	0.36%	0.38%	Q4 2017	Q3 2018	4
Heartwood Wealth Management Ltd	4	4	1.19%	1.58%	1.94%	Q4 2015	Q3 2016	4
Delaney Dennis R	4	4	0.52%	0.52%	0.53%	Q4 2015	Q3 2016	4
Great Lakes Retirement, Inc.	3	1	0.07%	0.23%	0.29%	Q4 2019	Q3 2023	4
UNITED BANK, INC.	2	2	0.09%	0.11%	0.13%	Q2 2013	Q1 2015	4
Court Place Advisors, LLC	4	4	0.12%	0.34%	0.55%	Q4 2022	Q3 2023	4
Financial Insights, Inc.	3	1	0.19%	0.67%	1.16%	Q3 2022	Q3 2023	4
FutureAdvisor, Inc.	4	4	4.32%	4.77%	5.09%	Q4 2014	Q3 2015	4
One Charles Private Wealth Services, LLC	4	4	0.15%	0.16%	0.17%	Q3 2021	Q2 2022	4
1 NORTH WEALTH SERVICES LLC	2	2	2.06%	2.21%	2.49%	Q4 2018	Q4 2019	4
PIERSHALE FINANCIAL GROUP, INC.	3	1	0.00%	0.06%	0.21%	Q4 2021	Q2 2023	4
Lebenthal Asset Management, LLC	4	4	0.11%	0.11%	0.12%	Q2 2016	Q1 2017	4
Life Planning Partners, Inc	4	4	0.66%	0.71%	0.77%	Q4 2021	Q3 2022	4
Evergreen Wealth Solutions, LLC	2	2	0.20%	0.26%	0.42%	Q4 2021	Q2 2023	4
Vontobel Swiss Wealth Advisors AG	4	4	0.32%	0.33%	0.38%	Q2 2019	Q1 2020	4
First Farmers & Merchants Bank / Trust	4	4	0.96%	1.20%	1.44%	Q4 2021	Q3 2022	4
SHUFRO ROSE & CO LLC	3	1	0.00%	0.01%	0.02%	Q3 2019	Q1 2022	4
CHAPIN DAVIS, INC.	4	4	2.69%	2.81%	2.87%	Q4 2022	Q3 2023	4
AFS Financial Group, LLC	4	4	6.00%	6.23%	6.51%	Q4 2022	Q3 2023	4
Watson Rebecca	4	4	2.64%	2.78%	3.06%	Q4 2019	Q3 2020	4
Mid-American Wealth Advisory Group, Inc.	2	2	0.37%	2.49%	4.69%	Q4 2021	Q3 2023	4
Laffer Tengler Investments, Inc.	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
ALBION FINANCIAL GROUP /UT	4	4	0.00%	0.13%	0.47%	Q4 2022	Q3 2023	4
Y.D. More Investments Ltd	4	4	0.46%	0.58%	0.72%	Q4 2022	Q3 2023	4
Johnson Financial Group, LLC	4	4	0.35%	0.37%	0.40%	Q4 2020	Q3 2021	4
Per Stirling Capital Management, LLC.	4	4	8.31%	8.72%	9.10%	Q4 2022	Q3 2023	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	0.52%	1.10%	1.33%	Q4 2017	Q3 2018	4
Core Wealth Partners LLC	3	3	0.29%	0.30%	0.31%	Q1 2023	Q3 2023	3
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	3	3	0.10%	0.10%	0.11%	Q3 2021	Q1 2022	3
LGT Financial Advisors LLC	2	1	0.00%	0.98%	1.78%	Q4 2022	Q3 2023	3
Perennial Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
January Capital Advisors LLC	3	3	0.47%	0.50%	0.57%	Q4 2021	Q2 2022	3
G&S Capital LLC	2	1	0.01%	0.16%	0.32%	Q3 2019	Q3 2023	3
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	3	3	2.69%	5.04%	6.40%	Q4 2019	Q2 2020	3
Stelac Advisory Services LLC	2	1	0.03%	0.68%	1.09%	Q4 2020	Q3 2023	3
Destiny Capital Corp/CO	3	3	6.75%	7.24%	7.93%	Q4 2022	Q2 2023	3
Water Oak Advisors LLC	3	3	2.19%	4.38%	6.59%	Q2 2014	Q4 2014	3
Topel & Distasi Wealth Management, LLC	3	3	1.21%	1.25%	1.27%	Q1 2023	Q3 2023	3
Great Diamond Partners, LLC	1	1	0.00%	0.06%	0.12%	Q4 2019	Q3 2023	3
Elmwood Wealth Management, Inc.	2	1	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	3
NFC Investments, LLC	3	3	0.16%	0.18%	0.19%	Q1 2018	Q3 2018	3
WP Advisors, LLC	2	1	0.05%	0.06%	0.06%	Q2 2018	Q1 2019	3
Chinook Capital Management	3	3	1.25%	1.33%	1.43%	Q2 2013	Q4 2013	3
HC Financial Advisors, Inc.	2	1	0.20%	0.20%	0.20%	Q4 2017	Q3 2018	3
Willow Street Advisors LLC	3	3	0.30%	0.32%	0.34%	Q2 2013	Q4 2013	3
WADDELL & REED FINANCIAL INC	3	3	0.05%	0.06%	0.06%	Q3 2020	Q1 2021	3
HATTON CONSULTING, INC.	3	3	1.09%	1.19%	1.32%	Q1 2021	Q3 2021	3
DEARBORN PARTNERS LLC	1	1	0.02%	0.03%	0.04%	Q4 2019	Q3 2022	3
Cypress Capital Management LLC (WY)	3	3	0.02%	0.02%	0.02%	Q2 2022	Q4 2022	3
Tanager Wealth Management LLP	3	3	0.09%	0.09%	0.09%	Q1 2023	Q3 2023	3
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC	1	1	0.73%	1.98%	3.84%	Q4 2020	Q4 2022	3
Delta Financial Group, Inc.	2	1	0.44%	0.48%	0.54%	Q4 2022	Q3 2023	3
Cordant, Inc.	2	1	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	3
Planning Solutions Group LLC	3	3	12.73%	12.80%	12.88%	Q4 2018	Q2 2019	3
TRILLIUM ASSET MANAGEMENT, LLC	1	1	0.01%	0.01%	0.02%	Q3 2019	Q4 2021	3
Allegiant Private Advisors, LLC	3	3	0.16%	0.18%	0.20%	Q4 2020	Q2 2021	3
Ninety One UK Ltd	3	3	0.02%	0.03%	0.04%	Q2 2014	Q4 2014	3
Avalon Trust Co	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Rock Point Advisors, LLC	2	1	0.08%	0.10%	0.10%	Q4 2019	Q3 2020	3
Mariner Wealth Advisors-Madison, LLC	3	3	0.42%	0.45%	0.48%	Q1 2013	Q3 2013	3
AlphaOne Investment Services, LLC	3	3	0.02%	0.04%	0.07%	Q3 2017	Q1 2018	3
Cape Investment Advisory, Inc.	3	3	0.44%	0.49%	0.56%	Q1 2023	Q3 2023	3
IMPACTfolio, LLC	2	1	0.19%	0.23%	0.29%	Q1 2022	Q2 2023	3
Lafayette Investments	3	3	0.08%	0.08%	0.08%	Q2 2020	Q4 2020	3
New Harbor Financial Group, LLC	3	3	0.01%	0.34%	1.02%	Q2 2013	Q4 2013	3
Mendel Capital Management LLC	3	3	0.71%	0.74%	0.81%	Q1 2023	Q3 2023	3
Genesis Wealth Advisors, LLC	3	3	12.83%	14.54%	17.63%	Q4 2014	Q2 2015	3
CAPITAL MANAGEMENT CORP /VA	3	3	0.13%	0.13%	0.14%	Q2 2016	Q4 2016	3
NSI Retail Advisors, LLC	2	1	1.34%	6.01%	13.83%	Q1 2022	Q2 2023	3
Granite Bay Wealth Management, LLC	2	1	0.15%	0.54%	1.23%	Q4 2022	Q3 2023	3
BAKER BOYER NATIONAL BANK	3	3	2.50%	2.53%	2.58%	Q3 2017	Q1 2018	3
Carmel Capital Partners, LLC	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Authentikos Wealth Advisory, LLC	3	3	4.06%	4.28%	4.44%	Q1 2023	Q3 2023	3
Samalin Investment Counsel, LLC	1	1	0.02%	0.14%	0.28%	Q4 2019	Q3 2023	3
JOYN Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2018	Q4 2018	3
Strategic Financial Concepts, LLC	3	3	1.73%	2.03%	2.49%	Q1 2023	Q3 2023	3
NinePointTwo Capital LLC	3	3	5.30%	8.96%	11.20%	Q4 2020	Q2 2021	3
SCHRODERS IS Ltd	2	1	0.16%	0.18%	0.20%	Q1 2017	Q4 2017	3
Matrix Trust Co	3	3	0.03%	0.04%	0.05%	Q1 2023	Q3 2023	3
WOODBURN R ROBERT JR	3	3	0.92%	1.11%	1.23%	Q4 2012	Q2 2013	3
Veritas Investment Management (UK) Ltd	3	3	0.17%	0.18%	0.18%	Q1 2013	Q3 2013	3
McDonough Capital Management, Inc	2	1	0.19%	0.19%	0.19%	Q4 2021	Q2 2023	3
Oak Grove Capital LLC	3	3	0.01%	0.01%	0.01%	Q1 2018	Q3 2018	3
Ruggaard & Associates LLC	3	3	1.29%	1.54%	1.72%	Q1 2023	Q3 2023	3
Vericrest Private Wealth	3	3	9.12%	9.26%	9.42%	Q4 2021	Q2 2022	3
Rainsberger Wealth Advisors, Inc.	3	3	0.14%	0.14%	0.14%	Q3 2022	Q1 2023	3
Legacy Capital Wealth Partners, LLC	1	1	0.09%	1.22%	1.85%	Q1 2021	Q3 2023	3
Quantum Financial Advisors, LLC	3	3	0.08%	0.11%	0.15%	Q1 2023	Q3 2023	3
Aull & Monroe Investment Management Corp	2	1	0.10%	0.11%	0.11%	Q1 2021	Q4 2021	3
David Kennon Inc	3	3	0.12%	0.14%	0.15%	Q1 2023	Q3 2023	3
Strata Wealth Advisors, LLC	2	1	1.24%	1.70%	2.60%	Q4 2022	Q3 2023	3
Consolidated Portfolio Review Corp	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Midwest Professional Planners, LTD.	3	3	0.06%	0.07%	0.08%	Q4 2017	Q2 2018	3
PFG Investments, LLC	3	3	0.12%	0.26%	0.51%	Q1 2023	Q3 2023	3
InTrack Investment Management Inc	3	3	0.71%	1.00%	1.19%	Q2 2023	Q4 2023	3
O'Connor Financial Group LLC	3	3	1.58%	1.64%	1.67%	Q1 2023	Q3 2023	3
Nilsine Partners, LLC	3	3	0.67%	0.68%	0.71%	Q1 2023	Q3 2023	3
Resolute Wealth Strategies, LLC	3	3	0.39%	0.40%	0.43%	Q1 2023	Q3 2023	3
Game Creek Capital, LP	2	1	2.59%	6.96%	14.34%	Q2 2021	Q1 2022	3
E Fund Management Co., Ltd.	3	3	0.06%	0.16%	0.27%	Q1 2023	Q3 2023	3
Pine Valley Investments Ltd Liability Co	3	3	0.96%	1.17%	1.48%	Q1 2023	Q3 2023	3
Crosspoint Capital Strategies, LLC	3	3	0.00%	0.64%	1.75%	Q3 2015	Q1 2016	3
INSTRUMENTAL WEALTH, LLC	3	3	7.78%	8.22%	8.45%	Q1 2023	Q3 2023	3
WESPAC Advisors SoCal, LLC	3	3	0.04%	0.09%	0.18%	Q3 2018	Q1 2019	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
FolioMetrix LLC	3	3	3.13%	3.62%	4.15%	Q4 2014	Q2 2015	3
PCA Investment Advisory Services Inc.	3	3	10.79%	11.95%	12.57%	Q1 2023	Q3 2023	3
ABLE Financial Group, LLC	3	3	0.42%	0.65%	0.98%	Q1 2023	Q3 2023	3
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	3	3	0.64%	1.58%	2.94%	Q1 2023	Q3 2023	3
Cornerstone Planning Group LLC	2	1	1.14%	1.40%	1.83%	Q4 2022	Q3 2023	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.42%	0.42%	0.42%	Q1 2023	Q3 2023	3
Prosperity Financial Group, Inc.	3	3	0.30%	0.41%	0.49%	Q1 2023	Q3 2023	3
Nordwand Advisors, LLC	3	3	0.02%	0.03%	0.04%	Q1 2023	Q3 2023	3
Atomi Financial Group, Inc.	3	3	2.80%	3.36%	3.86%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.03%	0.69%	1.04%	Q1 2023	Q3 2023	3
ORG Partners LLC	3	3	0.15%	1.23%	1.95%	Q1 2023	Q3 2023	3
Gilfoyle Management LLC	3	3	8.83%	22.27%	33.33%	Q1 2023	Q3 2023	3
FURE FINANCIAL CORP	3	3	7.00%	7.21%	7.57%	Q2 2021	Q4 2021	3
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD	3	3	0.03%	0.03%	0.03%	Q2 2013	Q4 2013	3
MRP Capital Investments, LLC	2	1	2.38%	3.41%	4.53%	Q4 2022	Q3 2023	3
BIP Wealth, LLC	3	3	0.43%	0.50%	0.56%	Q1 2023	Q3 2023	3
Momentum Advisors, LLC	3	3	0.24%	0.25%	0.26%	Q2 2022	Q4 2022	3
Geier Asset Management, Inc.	3	3	2.47%	3.20%	3.82%	Q4 2020	Q2 2021	3
American Family Insurance Mutual Holding Co	3	3	6.70%	22.06%	51.43%	Q1 2020	Q3 2020	3
BROADMARK ASSET MANAGEMENT LLC	1	1	0.29%	0.32%	0.35%	Q2 2015	Q3 2016	3
Team Hewins, LLC	3	3	0.32%	0.33%	0.34%	Q4 2022	Q2 2023	3
First Washington CORP	3	3	0.11%	0.13%	0.15%	Q2 2013	Q4 2013	3
Compass Financial Group, INC/SD	3	3	0.06%	0.07%	0.09%	Q1 2023	Q3 2023	3
Missouri Trust & Investment Co	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Wakefield Asset Management LLLP	3	3	0.02%	0.57%	1.65%	Q3 2018	Q1 2019	3
AIFG Consultants Ltd.	3	3	0.28%	0.29%	0.30%	Q4 2022	Q2 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	4.94%	6.77%	9.93%	Q4 2021	Q2 2022	3
DIXON HUBARD FEINOUR & BROWN INC/VA	3	3	0.06%	0.07%	0.08%	Q4 2021	Q2 2022	3
JRM Investment Counsel, LLC	3	3	0.25%	0.26%	0.27%	Q4 2014	Q2 2015	3
SECURITY NATIONAL BANK OF SO DAK	1	1	0.47%	0.53%	0.57%	Q4 2016	Q4 2021	3
Cornerstone Capital, Inc.	3	3	0.08%	0.17%	0.24%	Q4 2016	Q2 2017	3
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	3	3	0.04%	0.04%	0.05%	Q3 2021	Q1 2022	3
OAK HILL WEALTH ADVISORS, LLC	2	1	0.08%	0.08%	0.08%	Q4 2022	Q3 2023	3
Pinnacle Private Wealth, LLC	3	3	3.20%	3.33%	3.58%	Q4 2021	Q2 2022	3
Cito Capital Group, LLC	3	3	0.32%	0.32%	0.32%	Q1 2023	Q3 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.11%	0.17%	0.28%	Q4 2017	Q3 2018	3
Barry Investment Advisors, LLC	3	3	0.12%	0.14%	0.15%	Q1 2023	Q3 2023	3
MFA WEALTH ADVISORS, LLC	3	3	0.16%	1.83%	2.91%	Q4 2021	Q2 2022	3
RNC CAPITAL MANAGEMENT LLC	1	1	0.02%	0.08%	0.12%	Q4 2018	Q2 2023	3
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	1	1	0.13%	0.34%	0.74%	Q4 2014	Q4 2021	3
Kraft, Davis & Associates, LLC	2	1	3.67%	4.25%	4.61%	Q4 2022	Q3 2023	3
McAdams Wright Ragen, Inc.	3	3	0.04%	0.04%	0.04%	Q1 2014	Q3 2014	3
Tilson Financial Group, Inc.	2	1	0.42%	0.42%	0.43%	Q4 2022	Q3 2023	3
Sustainable Growth Advisers, LP	2	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	3
Glass Jacobson Investment Advisors llc	2	1	0.85%	0.88%	0.92%	Q4 2022	Q3 2023	3
Coho Partners, Ltd.	1	1	0.01%	0.03%	0.06%	Q4 2017	Q4 2020	3
Signature Wealth Management Group	3	3	0.04%	0.04%	0.04%	Q4 2017	Q2 2018	3
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	3	3	1.08%	1.14%	1.20%	Q1 2018	Q3 2018	3
VANGUARD GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Phocas Financial Corp.	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2022	3
Gallagher Fiduciary Advisors, LLC	3	3	0.14%	0.14%	0.15%	Q1 2023	Q3 2023	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.26%	0.27%	0.29%	Q1 2023	Q3 2023	3
Janney Capital Management LLC	2	1	0.02%	0.03%	0.06%	Q1 2019	Q4 2022	3
Treybourne Wealth Planners, Inc.	3	3	0.43%	0.45%	0.48%	Q4 2020	Q2 2021	3
Buttonwood Financial Advisors Inc.	2	1	0.18%	0.20%	0.22%	Q4 2021	Q3 2023	3
Oxler Private Wealth LLC	2	2	0.01%	0.03%	0.04%	Q2 2022	Q3 2022	3
Evolution Wealth Advisors, LLC	2	1	0.02%	0.04%	0.07%	Q4 2018	Q3 2020	3
Pillar Wealth Advisors, LLC	3	3	0.40%	1.38%	2.12%	Q1 2023	Q3 2023	3
Morton Brown Family Wealth, LLC	1	1	0.00%	0.07%	0.17%	Q4 2021	Q3 2023	3
SJS Investment Consulting Inc.	3	3	0.05%	0.08%	0.11%	Q1 2023	Q3 2023	3
EWA, LLC	3	3	0.19%	0.20%	0.22%	Q1 2023	Q3 2023	3
Kolinsky Wealth Management, LLC	2	1	0.20%	0.47%	0.62%	Q1 2022	Q3 2023	3
NTB Financial Corp	3	3	0.33%	0.34%	0.36%	Q4 2021	Q2 2022	3
WESTERN FINANCIAL Corp	3	3	0.28%	0.28%	0.29%	Q2 2021	Q4 2021	3
OneAscent Wealth Management LLC	2	1	0.09%	0.30%	0.63%	Q4 2020	Q1 2022	3
FINANCIAL LIFE ADVISORS	3	3	0.11%	0.11%	0.11%	Q1 2023	Q3 2023	3
Argent Wealth Management LLC	3	3	2.08%	2.20%	2.37%	Q4 2019	Q2 2020	3
KING INVESTMENT ADVISORS INC/TX	3	3	0.10%	0.12%	0.15%	Q3 2013	Q1 2014	3
Lazard Freres Gestion S.A.S.	1	1	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	2
Vickerman Investment Advisors, Inc.	2	2	0.14%	0.14%	0.15%	Q3 2021	Q4 2021	2
San Luis Wealth Advisors LLC	1	1	0.15%	0.16%	0.16%	Q3 2021	Q1 2022	2
IVC Wealth Advisors LLC	2	2	0.16%	0.17%	0.17%	Q2 2023	Q3 2023	2
Heron Bay Capital Management	2	2	0.42%	0.43%	0.45%	Q2 2023	Q3 2023	2
Marshall Financial Group LLC	1	1	0.35%	0.36%	0.36%	Q1 2022	Q3 2023	2
COTTONWOOD CAPITAL ADVISORS, LLC	2	2	0.20%	0.21%	0.22%	Q4 2021	Q1 2022	2
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.05%	0.10%	0.16%	Q4 2021	Q4 2022	2
Wealthgate Family Office, LLC	2	2	0.32%	0.34%	0.36%	Q3 2021	Q4 2021	2
OVERSEA-CHINESE BANKING Corp Ltd	2	2	0.13%	0.18%	0.22%	Q2 2023	Q3 2023	2
Cypress Point Wealth Management, LLC	2	2	0.06%	0.06%	0.06%	Q2 2021	Q3 2021	2
Hardman Johnston Global Advisors LLC	2	2	0.05%	0.05%	0.05%	Q2 2022	Q3 2022	2
WFA of San Diego, LLC	1	1	0.01%	0.09%	0.16%	Q2 2020	Q4 2022	2
Waypoint Wealth Partners Inc.	1	1	0.11%	0.21%	0.32%	Q1 2021	Q3 2023	2
Davis Capital Management	2	2	0.02%	0.02%	0.02%	Q1 2020	Q2 2020	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.46%	0.51%	0.55%	Q4 2021	Q1 2022	2
Eagle Bluffs Wealth Management LLC	2	2	0.58%	0.59%	0.59%	Q1 2023	Q2 2023	2
Widmann Financial Services, Inc.	1	1	0.01%	0.14%	0.27%	Q4 2021	Q3 2022	2
First Pacific Financial	2	2	0.06%	0.07%	0.07%	Q2 2023	Q3 2023	2
Affinity Capital Advisors, LLC	2	2	0.06%	2.78%	5.49%	Q2 2023	Q3 2023	2
Salvus Wealth Management, LLC	2	2	0.31%	0.31%	0.31%	Q2 2022	Q3 2022	2
Evolution Advisers, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2023	2
Hixon Zuercher, LLC	1	1	0.28%	0.44%	0.60%	Q4 2021	Q4 2022	2
BEACON TRUST CO	2	2	0.09%	0.09%	0.09%	Q4 2014	Q1 2015	2
Trust Co of Kansas	2	2	0.16%	0.17%	0.18%	Q1 2022	Q2 2022	2
MADDEN SECURITIES Corp	1	1	0.22%	0.24%	0.26%	Q4 2019	Q2 2020	2
Capital Advisory Group Advisory Services, LLC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
EAGLE CAPITAL MANAGEMENT LLC	1	1	0.00%	0.10%	0.20%	Q4 2018	Q4 2022	2
Essex Private Wealth Management, LLC	2	2	0.28%	0.28%	0.28%	Q4 2019	Q1 2020	2
AIRE ADVISORS, LLC	1	1	0.06%	0.08%	0.09%	Q1 2023	Q3 2023	2
Verde Capital Management	2	2	0.08%	0.08%	0.08%	Q2 2023	Q3 2023	2
AFFINIA FINANCIAL GROUP, LLC	2	2	0.16%	0.16%	0.16%	Q1 2023	Q2 2023	2
UNIVEST FINANCIAL Corp	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
Cardinal Point Wealth Management Partners, LLC	2	2	0.10%	0.16%	0.20%	Q4 2021	Q1 2022	2
Obsidian Personal Planning Solutions LLC	2	2	0.24%	0.31%	0.38%	Q2 2023	Q3 2023	2
Nauset Wealth Management. LLC	2	2	5.20%	5.40%	5.60%	Q4 2021	Q1 2022	2
Integer Wealth Advisors Group LLC	2	2	1.10%	2.85%	4.61%	Q4 2020	Q1 2021	2
WEST MICHIGAN ADVISORS, LLC	2	2	0.20%	0.24%	0.28%	Q2 2023	Q3 2023	2
TOBIAS FINANCIAL ADVISORS, INC.	1	1	0.09%	0.12%	0.14%	Q4 2021	Q3 2023	2
TUDOR INVESTMENT CORP ET AL	1	1	0.00%	0.02%	0.04%	Q2 2018	Q3 2021	2
QUEST INVESTMENT MANAGEMENT LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
BARR E S & CO	2	2	0.02%	0.03%	0.03%	Q2 2023	Q3 2023	2
COMMUNITY TRUST & INVESTMENT CO	1	1	0.37%	1.28%	2.19%	Q4 2018	Q4 2022	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q2 2014	Q3 2015	2
Blackston Financial Advisory Group, LLC	2	2	0.32%	0.33%	0.35%	Q3 2022	Q4 2022	2
PYA Waltman Capital, LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
BCS Wealth Management	1	1	0.08%	0.08%	0.09%	Q4 2021	Q1 2023	2
Gyon Technologies Capital Management, LP	2	2	0.09%	0.16%	0.22%	Q1 2022	Q2 2022	2
Beck Bode, LLC	1	1	0.00%	0.01%	0.01%	Q3 2020	Q2 2021	2
SS&H Financial Advisors, Inc.	1	1	0.14%	0.14%	0.15%	Q1 2023	Q3 2023	2
I.G. INVESTMENT MANAGEMENT, LTD.	2	2	0.10%	0.12%	0.14%	Q4 2014	Q1 2015	2
CIBC WORLD MARKETS CORP	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	2
Board of Trustees of The Leland Stanford Junior University	2	2	0.35%	0.53%	0.71%	Q2 2013	Q3 2013	2
WHV Investments, Inc.	2	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2013	2
Vienna Asset Management LLC	2	2	1.70%	1.79%	1.87%	Q2 2022	Q3 2022	2
Core Alternative Capital	1	1	0.01%	0.03%	0.06%	Q4 2021	Q4 2022	2
MARSHALL WACE, LLP	2	2	4.10%	5.97%	7.84%	Q2 2023	Q3 2023	2
CPR Investments Inc.	2	2	0.22%	0.51%	0.79%	Q1 2023	Q2 2023	2
Yellowstone Partners, LLC	1	1	0.12%	0.16%	0.20%	Q4 2015	Q4 2017	2
PICTET ASSET MANAGEMENT SA	2	2	0.00%	0.01%	0.01%	Q3 2022	Q4 2022	2
Sound View Wealth Advisors, LLC	2	2	0.17%	0.17%	0.17%	Q4 2018	Q1 2019	2
Bath Savings Trust Co	2	2	0.02%	0.04%	0.06%	Q2 2023	Q3 2023	2
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.02%	0.03%	Q2 2020	Q1 2022	2
Signet Investment Advisory Group, Inc.	1	1	0.02%	0.04%	0.06%	Q4 2018	Q4 2020	2
REIK & CO., LLC	2	2	0.19%	0.19%	0.19%	Q2 2023	Q3 2023	2
Weiss Multi-Strategy Advisers LLC	2	2	0.04%	0.07%	0.09%	Q2 2020	Q3 2020	2
Reynolds Investment Management, Inc.	2	2	8.86%	8.89%	8.92%	Q1 2022	Q2 2022	2
EWG Elevate Inc.	1	1	0.05%	0.08%	0.12%	Q4 2022	Q3 2023	2
Astoria Portfolio Advisors LLC.	1	1	0.08%	0.32%	0.56%	Q4 2022	Q2 2023	2
Pacific Sage Partners, LLC	2	2	0.07%	0.07%	0.07%	Q2 2023	Q3 2023	2
Manifold Partners, LLC	2	2	0.00%	0.01%	0.01%	Q3 2015	Q4 2015	2
Hudson Bay Capital Management LP	1	1	3.13%	3.28%	3.44%	Q4 2020	Q4 2021	2
Plan Group Financial, LLC	2	2	0.20%	0.22%	0.24%	Q2 2023	Q3 2023	2
Greenfield Savings Bank	2	2	0.24%	0.24%	0.25%	Q3 2023	Q4 2023	2
Valtinson Bruner Financial Planning LLC	2	2	0.11%	0.11%	0.11%	Q3 2021	Q4 2021	2
Coppell Advisory Solutions Corp.	2	2	0.62%	0.67%	0.72%	Q4 2022	Q1 2023	2
Trust CO of the Ozarks	2	2	0.66%	0.66%	0.66%	Q2 2013	Q3 2013	2
Cosner Financial Group, LLC	2	2	5.71%	6.07%	6.44%	Q2 2023	Q3 2023	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
GUIDANCE CAPITAL, INC	2	2	0.21%	0.24%	0.28%	Q2 2023	Q3 2023	2
WOLVERINE ASSET MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
Jeneq Management LP	2	2	1.52%	1.69%	1.86%	Q4 2021	Q1 2022	2
Kingdom Financial Group LLC.	2	2	0.26%	0.27%	0.28%	Q2 2023	Q3 2023	2
Riverview Capital Advisers, LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
Icon Wealth Advisors, LLC	2	2	8.50%	8.59%	8.69%	Q3 2022	Q4 2022	2
TFB Advisors LLC	2	2	0.18%	1.00%	1.82%	Q1 2023	Q2 2023	2
Parker Financial LLC	2	2	0.16%	0.20%	0.24%	Q1 2023	Q2 2023	2
LITTLE HOUSE CAPITAL LLC	1	1	0.02%	0.12%	0.22%	Q1 2019	Q2 2020	2
Watchman Group, Inc.	1	1	0.11%	0.11%	0.12%	Q2 2021	Q4 2021	2
Strait & Sound Wealth Management LLC	2	2	0.29%	0.30%	0.31%	Q4 2022	Q1 2023	2
PANORAMIC INVESTMENT ADVISORS, LLC	1	1	1.29%	1.36%	1.44%	Q4 2022	Q3 2023	2
Sparta 24 Ltd.	2	2	15.24%	20.76%	26.28%	Q2 2023	Q3 2023	2
25 LLC	2	2	0.08%	0.09%	0.09%	Q1 2023	Q2 2023	2
PETRA FINANCIAL ADVISORS INC	2	2	0.17%	0.18%	0.19%	Q2 2023	Q3 2023	2
Buck Wealth Strategies, LLC	1	1	4.43%	4.65%	4.87%	Q3 2022	Q3 2023	2
Vawter Financial, Ltd.	2	2	3.47%	3.50%	3.52%	Q2 2023	Q3 2023	2
Dash Acquisitions Inc.	2	2	0.24%	0.31%	0.37%	Q2 2023	Q3 2023	2
Portside Wealth Group, LLC	2	2	1.24%	1.25%	1.26%	Q2 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.06%	0.17%	0.29%	Q2 2023	Q3 2023	2
Slagle Financial, LLC	2	2	0.47%	0.49%	0.50%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	2.99%	3.08%	3.18%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.23%	0.24%	0.24%	Q2 2023	Q3 2023	2
Arcataur Capital Management LLC	2	2	25.39%	25.72%	26.05%	Q2 2023	Q3 2023	2
Corundum Trust Company, INC	2	2	5.28%	5.89%	6.50%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.34%	0.62%	0.91%	Q2 2023	Q3 2023	2
INVENIO WEALTH PARTNERS LLC	2	2	0.33%	0.36%	0.40%	Q2 2023	Q3 2023	2
Certus Wealth Management, LLC	2	2	4.22%	4.22%	4.22%	Q2 2023	Q3 2023	2
Sterling Financial Group, Inc.	2	2	0.21%	0.26%	0.31%	Q2 2023	Q3 2023	2
Dechtman Wealth Management, LLC	2	2	23.88%	24.48%	25.09%	Q2 2023	Q3 2023	2
CGC Financial Services, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
THOMPSON INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.02%	0.04%	Q4 2020	Q1 2023	2
INTEGRAL DERIVATIVES, LLC	2	2	0.01%	0.01%	0.01%	Q4 2016	Q1 2017	2
Exchange Bank	2	2	0.20%	0.24%	0.28%	Q2 2023	Q3 2023	2
CLOUGH CAPITAL PARTNERS L P	1	1	0.02%	0.06%	0.09%	Q3 2017	Q2 2018	2
Atom Investors LP	2	2	1.24%	1.69%	2.14%	Q2 2023	Q3 2023	2
FORBES J M & CO LLP	2	2	0.15%	0.15%	0.15%	Q2 2023	Q3 2023	2
Convergence Investment Partners, LLC	1	1	0.10%	0.35%	0.60%	Q1 2015	Q1 2020	2
Rice Partnership, LLC	1	1	0.00%	0.03%	0.06%	Q3 2019	Q4 2021	2
PITCAIRN CO	1	1	0.14%	0.20%	0.25%	Q1 2022	Q1 2023	2
SAROFIM FAYEZ	1	1	0.00%	0.01%	0.02%	Q4 2012	Q3 2013	2
Granite Investment Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q2 2021	Q3 2021	2
Perceptive Advisors	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
Empowered Funds, LLC	2	2	0.04%	0.06%	0.08%	Q2 2023	Q3 2023	2
Q3 Asset Management	1	1	2.91%	5.80%	8.70%	Q3 2019	Q4 2021	2
ARGENT TRUST COMPANY, N.A.	2	2	0.12%	0.16%	0.20%	Q2 2014	Q3 2014	2
HAP Trading, LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
First Long Island Investors, LLC	2	2	0.07%	0.08%	0.10%	Q3 2022	Q4 2022	2
MANA Advisors LLC	2	2	1.06%	1.26%	1.46%	Q2 2018	Q3 2018	2
STERNE AGEE GROUP, INC.	2	2	0.12%	0.25%	0.37%	Q2 2013	Q3 2013	2
LAU ASSOCIATES LLC	2	2	1.30%	1.44%	1.57%	Q3 2019	Q4 2019	2
Kabarec Financial Advisors, Ltd.	2	2	0.05%	0.06%	0.07%	Q1 2018	Q2 2018	2
Poehling Capital Management, INC.	2	2	0.60%	0.65%	0.69%	Q2 2018	Q3 2018	2
Wellington Shields Capital Management, LLC	1	1	0.04%	0.09%	0.15%	Q1 2017	Q4 2017	2
Rinkey Investments	1	1	0.09%	0.13%	0.16%	Q3 2022	Q2 2023	2
Dragon Financial & Investment Group, LLC	2	2	0.39%	0.41%	0.43%	Q2 2018	Q3 2018	2
Wealthstreet Investment Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q4 2020	Q1 2021	2
Chesapeake Wealth Management	2	2	0.10%	0.14%	0.18%	Q2 2023	Q3 2023	2
AFT, FORSYTH & COMPANY, INC.	2	2	0.07%	0.07%	0.07%	Q2 2013	Q3 2013	2
Claybrook Capital, LLC	1	1	0.42%	0.46%	0.51%	Q4 2018	Q2 2021	2
Aries Wealth Management	2	2	0.08%	2.03%	3.97%	Q4 2021	Q1 2022	2
McCollum Christoferson Group LLC	2	2	0.06%	0.07%	0.08%	Q2 2023	Q3 2023	2
INDEPENDENT INVESTORS INC	1	1	0.06%	0.13%	0.21%	Q2 2021	Q3 2023	2
STANCORP INVESTMENT ADVISERS INC	2	2	2.54%	2.57%	2.60%	Q4 2014	Q1 2015	2
MD Financial Management Inc.	2	2	1.46%	1.88%	2.30%	Q3 2021	Q4 2021	2
CLEAR STREET MARKETS LLC	1	1	0.06%	0.06%	0.07%	Q3 2015	Q4 2021	2
ALTA CAPITAL MANAGEMENT LLC/	1	1	0.02%	0.02%	0.03%	Q4 2016	Q4 2019	2
AMS Capital Ltda	2	2	24.82%	33.28%	41.75%	Q4 2018	Q1 2019	2
INR ADVISORY SERVICES LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.04%	0.06%	0.08%	Q2 2013	Q3 2013	2
RESOURCE CONSULTING GROUP INC	2	2	0.09%	0.09%	0.09%	Q4 2021	Q1 2022	2
BERKSHIRE ASSET MANAGEMENT LLC/PA	2	2	0.06%	0.06%	0.06%	Q2 2013	Q3 2013	2
Strategic Capital Group LLC	2	2	0.03%	1.30%	2.58%	Q1 2014	Q2 2014	2
BBVA USA	2	2	0.55%	0.59%	0.63%	Q2 2021	Q3 2021	2
SIMMONS FIRST TRUST CO NA	1	1	0.05%	0.17%	0.29%	Q1 2015	Q4 2015	2
Pension Partners, LLC	1	1	25.55%	26.23%	26.90%	Q3 2014	Q3 2018	2
Camarda Financial Advisors, LLC	1	1	0.01%	0.52%	1.03%	Q3 2018	Q4 2021	2
Edmond de Rothschild (Europe)	1	1	0.03%	0.04%	0.04%	Q2 2015	Q1 2016	2
Leicht Financial Planning & Wealth Management, Inc.	2	2	0.62%	2.52%	4.41%	Q4 2019	Q1 2020	2
BHK Investment Advisors, LLC	2	2	0.27%	0.28%	0.29%	Q4 2017	Q1 2018	2
GW&K Investment Management, LLC	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
Oak Point Wealth Management	2	2	2.53%	2.98%	3.44%	Q4 2017	Q1 2018	2
Mawer Investment Management Ltd.	1	1	0.00%	0.02%	0.04%	Q4 2015	Q4 2022	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
Sterling Investment Advisors, Ltd.	1	1	0.00%	0.01%	0.01%	Q3 2019	Q2 2022	2
Hartford Funds Management Co LLC	2	2	0.04%	0.04%	0.04%	Q4 2022	Q1 2023	2
ISTHMUS PARTNERS, LLC	1	1	0.00%	0.01%	0.02%	Q4 2016	Q4 2017	2
HT Partners LLC	2	2	0.06%	0.06%	0.06%	Q2 2023	Q3 2023	2
Summit Global Investments	1	1	0.28%	0.35%	0.42%	Q2 2021	Q1 2022	2
Seven Post Investment Office LP	2	2	0.46%	0.49%	0.52%	Q2 2023	Q3 2023	2
Maven Securities LTD	1	1	1.21%	3.50%	5.79%	Q4 2021	Q2 2023	2
Eukles Asset Management	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
True Capital Management	2	2	0.89%	0.93%	0.98%	Q4 2022	Q1 2023	2
Thai Life Insurance PCL.	2	2	7.78%	9.23%	10.69%	Q2 2017	Q3 2017	2
Advisors Preferred, LLC	1	1	0.83%	2.72%	4.60%	Q4 2015	Q2 2016	2
Idaho Trust Bank	2	2	2.40%	2.42%	2.44%	Q2 2023	Q3 2023	2
Insight Wealth Partners, LLC	2	2	0.06%	0.06%	0.07%	Q2 2023	Q3 2023	2
Ciovacco Capital Management LLC	1	1	0.12%	5.81%	11.49%	Q4 2021	Q2 2022	2
Headlands Technologies LLC	2	2	0.67%	0.70%	0.72%	Q1 2023	Q2 2023	2
XL Group Investments Ltd	2	2	27.07%	27.69%	28.32%	Q2 2017	Q3 2017	2
Sloy Dahl & Holst, LLC	1	1	0.03%	0.04%	0.04%	Q1 2022	Q2 2023	2
J Arnold Wealth Management Co	2	2	0.00%	0.02%	0.03%	Q3 2020	Q4 2020	2
Dean, Jacobson Financial Services, LLC	2	2	0.22%	0.22%	0.23%	Q2 2023	Q3 2023	2
Paradigm, Strategies in Wealth Management, LLC	2	2	0.04%	0.04%	0.04%	Q1 2021	Q2 2021	2
Hackensack Meridian Health, Inc.	2	2	0.29%	0.31%	0.33%	Q2 2022	Q3 2022	2
Revisor Wealth Management LLC	1	1	0.19%	0.19%	0.20%	Q1 2023	Q3 2023	2
Strong Tower Advisory Services	2	2	0.12%	0.12%	0.12%	Q3 2021	Q4 2021	2
Financial Planners of Cleveland, Inc.	2	2	0.66%	0.73%	0.81%	Q4 2021	Q1 2022	2
Curbstone Financial Management Corp	2	2	0.13%	0.15%	0.17%	Q3 2023	Q4 2023	2
Knott David M Jr	2	2	0.06%	0.06%	0.07%	Q1 2022	Q2 2022	2
Alaska Permanent Fund Corp	2	2	0.19%	3.79%	7.40%	Q2 2023	Q3 2023	2
Greystone Financial Group, LLC	1	1	0.05%	0.07%	0.09%	Q4 2020	Q4 2021	2
STAPP WEALTH MANAGEMENT, PLLC	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
EA Series Trust	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
Swan Global Investments, LLC	1	1	10.66%	10.66%	10.66%	Q3 2023	Q3 2023	1
Banyan Partners, LLC	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
SHAYNE & JACOBS, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Altman Advisors, Inc.	1	1	1.40%	1.40%	1.40%	Q4 2018	Q4 2018	1
CARDEROCK CAPITAL MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Live Your Vision, LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
AFAM CAPITAL, INC.	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
MGO Private Wealth, LLC	1	1	0.21%	0.21%	0.21%	Q3 2022	Q3 2022	1
Hibernia Wealth Partners, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Gator Capital Management, LLC	1	1	1.97%	1.97%	1.97%	Q1 2018	Q1 2018	1
Axim Planning & Wealth	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
WPWealth LLP	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
KARSCH CAPITAL MANAGEMENT LP	1	1	2.84%	2.84%	2.84%	Q2 2013	Q2 2013	1
Accretive Wealth Partners, LLC	1	1	0.37%	0.37%	0.37%	Q3 2023	Q3 2023	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.25%	0.25%	0.25%	Q4 2017	Q4 2017	1
TRADITION CAPITAL MANAGEMENT LLC	1	1	0.06%	0.06%	0.06%	Q1 2019	Q1 2019	1
Independent Family Office, LLC	1	1	0.38%	0.38%	0.38%	Q3 2023	Q3 2023	1
Malaga Cove Capital, LLC	1	1	0.16%	0.16%	0.16%	Q4 2019	Q4 2019	1
Horizon Wealth Management, LLC	1	1	0.29%	0.29%	0.29%	Q1 2022	Q1 2022	1
Palo Capital, Inc.	1	1	0.35%	0.35%	0.35%	Q4 2018	Q4 2018	1
TEALWOOD ASSET MANAGEMENT INC	1	1	0.20%	0.20%	0.20%	Q3 2016	Q3 2016	1
Second Half Financial Partners, LLC	1	1	1.20%	1.20%	1.20%	Q2 2023	Q2 2023	1
STRATEGIC CAPITAL ADVISERS, INC.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Wunderlich Capital Managemnt	1	1	5.62%	5.62%	5.62%	Q4 2013	Q4 2013	1
ACUTE INVESTMENT ADVISORY, LLC	1	1	1.03%	1.03%	1.03%	Q4 2022	Q4 2022	1
Retirement Planning Co of New England, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Dai-ichi Life Holdings, Inc.	1	1	3.02%	3.02%	3.02%	Q3 2015	Q3 2015	1
Hoxton Financial, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Crumly & Associates Inc.	1	1	0.17%	0.17%	0.17%	Q1 2023	Q1 2023	1
Global Assets Advisory, LLC	1	1	1.50%	1.50%	1.50%	Q2 2022	Q2 2022	1
JANA PARTNERS LLC	1	1	0.80%	0.80%	0.80%	Q4 2018	Q4 2018	1
OGOREK ANTHONY JOSEPH /NY/ /ADV	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
FREEDOM WEALTH ALLIANCE, LLC	1	1	1.13%	1.13%	1.13%	Q4 2022	Q4 2022	1
Kinloch Capital, LLC	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
DRW SECURITIES, L.L.C.	1	1	0.09%	0.09%	0.09%	Q3 2022	Q3 2022	1
Boston Common Asset Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
abrdn Investment Management Ltd	1	1	0.24%	0.24%	0.24%	Q2 2013	Q2 2013	1
ELCO Management Co., LLC	1	1	0.18%	0.18%	0.18%	Q2 2023	Q2 2023	1
PIONEER TRUST BANK N A/OR	1	1	0.06%	0.06%	0.06%	Q3 2021	Q3 2021	1
Ruedi Wealth Management, Inc.	1	1	0.09%	0.09%	0.09%	Q1 2023	Q1 2023	1
IRON Financial LLC	1	1	0.13%	0.13%	0.13%	Q4 2020	Q4 2020	1
Total Wealth Planning, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
WBI INVESTMENTS, LLC	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
Questar Asset Management, Inc.	1	1	1.06%	1.06%	1.06%	Q4 2018	Q4 2018	1
Westchester Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
BLUEFIN CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
AT Bancorp	1	1	0.05%	0.05%	0.05%	Q4 2017	Q4 2017	1
NIEMANN CAPITAL MANAGEMENT INC	1	1	0.42%	0.42%	0.42%	Q4 2018	Q4 2018	1
EQUITEC PROPRIETARY MARKETS, LLC	1	1	2.19%	2.19%	2.19%	Q4 2022	Q4 2022	1
Reliant Wealth Planning	1	1	18.50%	18.50%	18.50%	Q4 2019	Q4 2019	1
Tradeworx Inc.	1	1	0.70%	0.70%	0.70%	Q4 2013	Q4 2013	1
Stevens First Principles Investment Advisors	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
RWWM, Inc.	1	1	0.22%	0.22%	0.22%	Q4 2017	Q4 2017	1
CAZENOVE CAPITAL MANAGEMENT LTD	1	1	0.56%	0.56%	0.56%	Q2 2013	Q2 2013	1
Financial Guidance Group, Inc.	1	1	0.23%	0.23%	0.23%	Q2 2022	Q2 2022	1
Point72 Asset Management, L.P.	1	1	1.81%	1.81%	1.81%	Q4 2021	Q4 2021	1
Clarfeld Financial Advisors, LLC	1	1	25.19%	25.19%	25.19%	Q4 2018	Q4 2018	1
6 Meridian	1	1	1.06%	1.06%	1.06%	Q1 2020	Q1 2020	1
Ensemble Capital Management	1	1	0.97%	0.97%	0.97%	Q4 2016	Q4 2016	1
DE BURLO GROUP INC	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
Concourse Capital Management, LLC	1	1	4.78%	4.78%	4.78%	Q4 2017	Q4 2017	1
CLEARY GULL INC.	1	1	0.71%	0.71%	0.71%	Q1 2015	Q1 2015	1
BlueCrest Capital Management Ltd	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Opes Wealth Management LLC	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
CAMDEN NATIONAL CORP	1	1	0.06%	0.06%	0.06%	Q1 2021	Q1 2021	1
CETERA INVESTMENT MANAGEMENT LLC	1	1	0.12%	0.12%	0.12%	Q4 2015	Q4 2015	1
Lebenthal Global Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Carlton Hofferkamp & Jenks Wealth Management, LLC	1	1	0.47%	0.47%	0.47%	Q3 2016	Q3 2016	1
CMH Wealth Management LLC	1	1	0.83%	0.83%	0.83%	Q1 2022	Q1 2022	1
NORTHSTAR ASSET MANAGEMENT Co LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
10-15 ASSOCIATES, INC.	1	1	0.20%	0.20%	0.20%	Q3 2020	Q3 2020	1
Amalgamated Financial Corp.	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
DESTINY CAPITAL SECURITIES CORPORATION	1	1	8.30%	8.30%	8.30%	Q3 2023	Q3 2023	1
Gateway Advisory, LLC	1	1	0.14%	0.14%	0.14%	Q1 2018	Q1 2018	1
JUMP TRADING, LLC	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
Allied Investment Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
Merrion Investment Management Co, LLC	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
Urban Wealth Management, LLC	1	1	6.89%	6.89%	6.89%	Q4 2020	Q4 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.27%	0.27%	0.27%	Q1 2017	Q1 2017	1
Ledge Wealth Management, Inc.	1	1	0.11%	0.11%	0.11%	Q1 2023	Q1 2023	1
Financial Gravity Companies, Inc.	1	1	0.08%	0.08%	0.08%	Q4 2018	Q4 2018	1
Investmark Advisory Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
ALLEGHANY CORP /DE	1	1	6.48%	6.48%	6.48%	Q2 2017	Q2 2017	1
PERSONAL FINANCIAL CONSULTANTS INC /ADV	1	1	0.16%	0.16%	0.16%	Q3 2018	Q3 2018	1
Boulder Wealth Advisors, LLC	1	1	15.05%	15.05%	15.05%	Q4 2022	Q4 2022	1
Westwind Capital	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
HELLMAN JORDAN MANAGEMENT CO INC /MA/	1	1	0.12%	0.12%	0.12%	Q3 2015	Q3 2015	1
JARISLOWSKY, FRASER Ltd	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
PREMIER ASSET MANAGEMENT LLC	1	1	0.46%	0.46%	0.46%	Q4 2014	Q4 2014	1
Permit Capital Advisors, LLC	1	1	4.71%	4.71%	4.71%	Q1 2022	Q1 2022	1
AFFINITY INVESTMENT ADVISORS, LLC	1	1	1.24%	1.24%	1.24%	Q2 2020	Q2 2020	1
Requisite Energy Fund I LP	1	1	15.50%	15.50%	15.50%	Q4 2018	Q4 2018	1
IAM Advisory, LLC	1	1	2.42%	2.42%	2.42%	Q2 2021	Q2 2021	1
NBC SECURITIES, INC.	1	1	1.03%	1.03%	1.03%	Q3 2023	Q3 2023	1
Pathlight Investors LLC	1	1	0.28%	0.28%	0.28%	Q4 2018	Q4 2018	1
Hudson Capital Management LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
KNIGHT CAPITAL GROUP LLC	1	1	0.58%	0.58%	0.58%	Q2 2013	Q2 2013	1
MIZUHO MARKETS AMERICAS LLC	1	1	0.46%	0.46%	0.46%	Q3 2023	Q3 2023	1
Power Corp of Canada	1	1	0.65%	0.65%	0.65%	Q1 2022	Q1 2022	1
Amplius Wealth Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Weiss Asset Management LP	1	1	0.66%	0.66%	0.66%	Q1 2020	Q1 2020	1
Indiana Trust & Investment Management CO	1	1	0.66%	0.66%	0.66%	Q3 2023	Q3 2023	1
Gallagher Benefit Services, Inc.	1	1	0.31%	0.31%	0.31%	Q4 2022	Q4 2022	1
GAMCO INVESTORS, INC. ET AL	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
WorthPointe, LLC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
TDAM USA INC.	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
Oak Asset Management, LLC	1	1	1.05%	1.05%	1.05%	Q2 2022	Q2 2022	1
Manning & Napier Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
DUMONT & BLAKE INVESTMENT ADVISORS LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Carter Financial Group, INC.	1	1	0.48%	0.48%	0.48%	Q1 2022	Q1 2022	1
Legacy Financial Strategies, LLC	1	1	0.30%	0.30%	0.30%	Q3 2018	Q3 2018	1
FWL INVESTMENT MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
BANK OF NOVA SCOTIA TRUST CO	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
EQUITEC SPECIALISTS, LLC	1	1	0.79%	0.79%	0.79%	Q4 2019	Q4 2019	1
CHILTON INVESTMENT CO INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
ANCHOR CAPITAL ADVISORS LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Aevitas Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
NORTHSTAR INVESTMENT ADVISORS LLC	1	1	0.71%	0.71%	0.71%	Q2 2021	Q2 2021	1
Cornerstone Investment Partners, LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.15%	0.15%	0.15%	Q1 2018	Q1 2018	1
Liberty Mutual Group Asset Management Inc.	1	1	0.07%	0.07%	0.07%	Q1 2016	Q1 2016	1
Paloma Partners Management Co	1	1	0.19%	0.19%	0.19%	Q2 2020	Q2 2020	1
Gruss & Co., LLC	1	1	0.99%	0.99%	0.99%	Q4 2019	Q4 2019	1
CMT Asset Management Ltd	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Ruane, Cunniff & Goldfarb L.P.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Nationwide Fund Advisors	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
MARINER INVESTMENT GROUP LLC	1	1	0.08%	0.08%	0.08%	Q3 2020	Q3 2020	1
Ground Swell Capital, LLC	1	1	2.51%	2.51%	2.51%	Q4 2020	Q4 2020	1
Hi-Line Capital Management, LLC	1	1	1.21%	1.21%	1.21%	Q4 2022	Q4 2022	1
MKP Capital Management, L.L.C.	1	1	23.30%	23.30%	23.30%	Q2 2023	Q2 2023	1
Financial Consulate Inc.	1	1	0.82%	0.82%	0.82%	Q2 2021	Q2 2021	1
Optiver Holding B.V.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Holloway Wealth Management, LLC	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
Glassy Mountain Advisors, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
CHIRON CAPITAL MANAGEMENT, LLC	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
New England Investment & Retirement Group, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Cordatus Wealth Management LLC	1	1	3.76%	3.76%	3.76%	Q3 2022	Q3 2022	1
Center For Asset Management LLC	1	1	0.46%	0.46%	0.46%	Q3 2023	Q3 2023	1
Windmill Hill Asset Management Ltd	1	1	28.69%	28.69%	28.69%	Q3 2020	Q3 2020	1
DERBY & COMPANY, INC	1	1	0.68%	0.68%	0.68%	Q4 2019	Q4 2019	1
BancFirst Trust & Investment Management	1	1	0.13%	0.13%	0.13%	Q3 2022	Q3 2022	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1	1	0.66%	0.66%	0.66%	Q4 2021	Q4 2021	1
Minneapolis Portfolio Management Group, LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Guardian Wealth Advisors, LLC	1	1	0.63%	0.63%	0.63%	Q1 2021	Q1 2021	1
Banco BTG Pactual S.A.	1	1	1.99%	1.99%	1.99%	Q2 2023	Q2 2023	1
Riverwater Partners LLC	1	1	0.47%	0.47%	0.47%	Q4 2022	Q4 2022	1
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1	1	23.04%	23.04%	23.04%	Q2 2022	Q2 2022	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	1.50%	1.50%	1.50%	Q4 2018	Q4 2018	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.08%	0.08%	0.08%	Q3 2016	Q3 2016	1
Legacy Financial Group LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
GraniteShares Advisors LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.87%	0.87%	0.87%	Q3 2023	Q3 2023	1
Pinkerton Retirement Specialists, LLC	1	1	0.05%	0.05%	0.05%	Q1 2021	Q1 2021	1
Pacific Wealth Management	1	1	1.19%	1.19%	1.19%	Q4 2022	Q4 2022	1
Monterey Private Wealth, Inc.	1	1	0.18%	0.18%	0.18%	Q4 2019	Q4 2019	1
STATE OF WISCONSIN INVESTMENT BOARD	1	1	0.14%	0.14%	0.14%	Q2 2018	Q2 2018	1
Independence Trust CO	1	1	0.52%	0.52%	0.52%	Q4 2016	Q4 2016	1
KerberRose Wealth Management, LLC	1	1	5.72%	5.72%	5.72%	Q2 2022	Q2 2022	1
DHJJ Financial Advisors, Ltd.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Wedgewood Partners	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG)	1	1	0.26%	0.26%	0.26%	Q4 2015	Q4 2015	1
FIRST INTERSTATE BANCSYSTEM INC	1	1	11.47%	11.47%	11.47%	Q1 2021	Q1 2021	1
Alliance Wealth Advisors, LLC	1	1	0.37%	0.37%	0.37%	Q4 2020	Q4 2020	1
Mystic Asset Management, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Commonwealth Financial Services, LLC	1	1	8.32%	8.32%	8.32%	Q3 2023	Q3 2023	1
Addison Capital Co	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
COOLIDGE FRANCIS L	1	1	2.56%	2.56%	2.56%	Q2 2013	Q2 2013	1
NAVELLIER & ASSOCIATES INC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Suncoast Equity Management	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Ilmarinen Mutual Pension Insurance Co	1	1	0.06%	0.06%	0.06%	Q4 2020	Q4 2020	1
SOCIETE GENERALE	1	1	0.12%	0.12%	0.12%	Q2 2016	Q2 2016	1
United Asset Strategies, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2019	Q4 2019	1
RAND WEALTH, LLC	1	1	0.06%	0.06%	0.06%	Q3 2015	Q3 2015	1
SIGNET MANAGEMENT USA, LLC	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
VAN ECK ASSOCIATES CORP	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
NEXT Financial Holdings	1	1	0.35%	0.35%	0.35%	Q1 2019	Q1 2019	1
Donoghue Forlines LLC	1	1	1.07%	1.07%	1.07%	Q4 2018	Q4 2018	1
Alpine Global Management, LLC	1	1	0.29%	0.29%	0.29%	Q3 2021	Q3 2021	1
ROFFMAN MILLER ASSOCIATES INC /PA/	1	1	0.21%	0.21%	0.21%	Q2 2020	Q2 2020	1
Yorktown Management & Research Co Inc	1	1	1.01%	1.01%	1.01%	Q3 2015	Q3 2015	1
CXI Advisors	1	1	9.78%	9.78%	9.78%	Q4 2019	Q4 2019	1
Synergy Asset Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
Glovista Investments LLC	1	1	0.69%	0.69%	0.69%	Q4 2021	Q4 2021	1
Blue Sky Asset Management, LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
ETF Portfolio Partners, Inc.	1	1	0.11%	0.11%	0.11%	Q2 2022	Q2 2022	1
O'ROURKE & COMPANY, Inc	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
BluePath Capital Management, LLC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
Masso Torrence Wealth Management Inc.	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Karani Asset Management LLC	1	1	1.76%	1.76%	1.76%	Q3 2023	Q3 2023	1
Birch Capital Management, LLC	1	1	0.19%	0.19%	0.19%	Q4 2022	Q4 2022	1
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO	1	1	0.61%	0.61%	0.61%	Q3 2018	Q3 2018	1
Sendero Wealth Management, LLC	1	1	0.24%	0.24%	0.24%	Q2 2022	Q2 2022	1
CHILDRESS CAPITAL ADVISORS, LLC	1	1	0.22%	0.22%	0.22%	Q1 2022	Q1 2022	1
Oliver Luxxe Assets LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Paradigm Financial Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Pinnacle Wealth Advisors	1	1	0.50%	0.50%	0.50%	Q2 2021	Q2 2021	1
Lebenthal Holdings,LLC	1	1	0.11%	0.11%	0.11%	Q2 2016	Q2 2016	1
Resolute Advisors LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Sterling Manor Financial, LLC	1	1	0.17%	0.17%	0.17%	Q1 2022	Q1 2022	1
KRS Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
DGS Capital Management, LLC	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
MWA Asset Management	1	1	0.40%	0.40%	0.40%	Q3 2023	Q3 2023	1
LANDAAS & CO /WI /ADV	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Par Capital Management	1	1	0.64%	0.64%	0.64%	Q4 2018	Q4 2018	1
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
DRAVO BAY LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
First International Bank & Trust	1	1	0.16%	0.16%	0.16%	Q1 2022	Q1 2022	1
Mariner Wealth Advisors-NYC, LLC	1	1	11.85%	11.85%	11.85%	Q1 2015	Q1 2015	1
PDT Partners, LLC	1	1	0.39%	0.39%	0.39%	Q1 2016	Q1 2016	1
Oxbow Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2018	Q4 2018	1
Twin Lakes Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Keel Point Advisors, LLC	1	1	0.25%	0.25%	0.25%	Q4 2014	Q4 2014	1
AXS Investments LLC	1	1	0.47%	0.47%	0.47%	Q3 2021	Q3 2021	1
REUTER JAMES WEALTH MANAGEMENT, LLC	1	1	7.14%	7.14%	7.14%	Q4 2021	Q4 2021	1
Welch Investments, LLC	1	1	0.36%	0.36%	0.36%	Q4 2017	Q4 2017	1
CWH Capital Management, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
HARBOR CAPITAL ADVISORS, INC.	1	1	0.17%	0.17%	0.17%	Q4 2023	Q4 2023	1
Choice Wealth Advisors, LLC	1	1	13.34%	13.34%	13.34%	Q2 2022	Q2 2022	1
Guardian Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Tacita Capital Inc	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Silver Bridge Capital Management LLC	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
TIMUCUAN ASSET MANAGEMENT INC/FL	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Gardiner Nancy B	1	1	0.36%	0.36%	0.36%	Q2 2020	Q2 2020	1
Spectrum Financial Alliance Ltd LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
NORTHCAPE WEALTH MANAGEMENT, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
FUKOKU MUTUAL LIFE INSURANCE Co	1	1	0.10%	0.10%	0.10%	Q3 2019	Q3 2019	1
Godshalk Welsh Capital Management, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
ALLSTATE INVESTMENT MANAGEMENT CO	1	1	3.20%	3.20%	3.20%	Q4 2022	Q4 2022	1
ROOSEVELT INVESTMENT GROUP LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Summit Wealth Group, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
THOMPSON DAVIS & CO., INC.	1	1	0.18%	0.18%	0.18%	Q3 2018	Q3 2018	1
Matterhorn Capital Management, LLC	1	1	0.32%	0.32%	0.32%	Q1 2016	Q1 2016	1
TRAN CAPITAL MANAGEMENT, L.P.	1	1	0.03%	0.03%	0.03%	Q4 2016	Q4 2016	1
Lane Generational LLC	1	1	0.60%	0.60%	0.60%	Q4 2022	Q4 2022	1
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
PACIFIC CAPITAL WEALTH ADVISORS, INC	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
Premia Global Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Team Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
SYKON CAPITAL LLC	1	1	4.71%	4.71%	4.71%	Q2 2023	Q2 2023	1
LJI Wealth Management, LLC	1	1	0.31%	0.31%	0.31%	Q4 2022	Q4 2022	1
Castle Financial & Retirement Planning Associates, Inc.	1	1	3.28%	3.28%	3.28%	Q4 2021	Q4 2021	1
KPP Advisory Services LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Danda Trouve Investment Management, Inc.	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
SEVEN MILE ADVISORY	1	1	0.47%	0.47%	0.47%	Q3 2023	Q3 2023	1
Key Bridge Compliance, LLC	1	1	0.34%	0.34%	0.34%	Q3 2023	Q3 2023	1
INVESCO, LLC	1	1	0.48%	0.48%	0.48%	Q3 2023	Q3 2023	1
MOORE CAPITAL MANAGEMENT, LP	1	1	14.47%	14.47%	14.47%	Q4 2018	Q4 2018	1
Hill Investment Group Partners, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Hamlin Capital Management, LLC	1	1	0.10%	0.10%	0.10%	Q3 2013	Q3 2013	1
Corbenic Partners LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Vident Advisory, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Aquire Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Sunesis Advisors, LLC	1	1	0.28%	0.28%	0.28%	Q1 2023	Q1 2023	1
Ramirez Asset Management, Inc.	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Hapanowicz & Associates Financial Services, Inc	1	1	1.28%	1.28%	1.28%	Q2 2017	Q2 2017	1
Shore Point Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
Noble Family Wealth, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
North Ridge Wealth Advisors, Inc.	1	1	0.30%	0.30%	0.30%	Q1 2023	Q1 2023	1
Columbia Pacific Advisors, LLC	1	1	0.59%	0.59%	0.59%	Q3 2015	Q3 2015	1
Values Added Financial LLC	1	1	0.59%	0.59%	0.59%	Q3 2023	Q3 2023	1
EFG CAPITAL INTERNATIONAL CORP.	1	1	0.62%	0.62%	0.62%	Q2 2023	Q2 2023	1
Imprint Wealth LLC	1	1	0.19%	0.19%	0.19%	Q1 2023	Q1 2023	1
Equita Financial Network, Inc.	1	1	3.48%	3.48%	3.48%	Q3 2023	Q3 2023	1
Cobblestone Asset Management LLC	1	1	24.30%	24.30%	24.30%	Q3 2023	Q3 2023	1
GSG Advisors LLC	1	1	2.16%	2.16%	2.16%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.94%	0.94%	0.94%	Q3 2023	Q3 2023	1
Aspen Wealth Strategies, LLC	1	1	1.34%	1.34%	1.34%	Q3 2023	Q3 2023	1
Financial Security Advisor, Inc.	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
Arlington Trust Co LLC	1	1	0.97%	0.97%	0.97%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	11.04%	11.04%	11.04%	Q3 2023	Q3 2023	1
APG Asset Management N.V.	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
REFRAME WEALTH, LLC	1	1	0.73%	0.73%	0.73%	Q4 2022	Q4 2022	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	17.96%	17.96%	17.96%	Q3 2023	Q3 2023	1
SYON CAPITAL LLC	1	1	1.75%	1.75%	1.75%	Q3 2023	Q3 2023	1
Leading Edge Financial Planning LLC	1	1	0.30%	0.30%	0.30%	Q4 2022	Q4 2022	1
SYNTAX RESEARCH, INC.	1	1	9.26%	9.26%	9.26%	Q3 2023	Q3 2023	1
HARTLINE INVESTMENT CORP/	1	1	8.98%	8.98%	8.98%	Q3 2022	Q3 2022	1
United Community Bank	1	1	6.12%	6.12%	6.12%	Q3 2023	Q3 2023	1
KICKSTAND VENTURES, LLC.	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
GUNN & Co INVESTMENT MANAGEMENT, INC.	1	1	1.72%	1.72%	1.72%	Q3 2023	Q3 2023	1
Lakeshore Financial Planning, Inc.	1	1	15.59%	15.59%	15.59%	Q3 2023	Q3 2023	1
Turim 21 Investimentos Ltda.	1	1	0.06%	0.06%	0.06%	Q4 2020	Q4 2020	1
Allen Mooney & Barnes Investment Advisors LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
TAP Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Thor Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
Austin Wealth Management, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Genesee Capital Advisors, LLC	1	1	2.42%	2.42%	2.42%	Q2 2021	Q2 2021	1
HORIZON FINANCIAL SERVICES, LLC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.51%	0.51%	0.51%	Q3 2023	Q3 2023	1
Valued Wealth Advisors LLC	1	1	0.15%	0.15%	0.15%	Q4 2023	Q4 2023	1
Compass Efficient Model Portfolios, LLC	1	1	22.24%	22.24%	22.24%	Q2 2013	Q2 2013	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	3.28%	3.28%	3.28%	Q3 2013	Q3 2013	1
AlphaQ Advisors LLC	1	1	0.41%	0.41%	0.41%	Q4 2022	Q4 2022	1
Corvid Peak Capital Management, LLC	1	1	24.09%	24.09%	24.09%	Q2 2019	Q2 2019	1
American Planning Services, Inc.	1	1	0.18%	0.18%	0.18%	Q4 2021	Q4 2021	1
Texan Capital Management	1	1	0.09%	0.09%	0.09%	Q1 2017	Q1 2017	1
Trinity Legacy Partners, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Prossimo Advisors, LLC	1	1	1.08%	1.08%	1.08%	Q2 2023	Q2 2023	1
THOMASPARTNERS, INC.	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
IBEX WEALTH ADVISORS	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Ipsen Advisor Group LLC	1	1	0.57%	0.57%	0.57%	Q4 2022	Q4 2022	1
Anfield Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Montis Financial, LLC	1	1	0.66%	0.66%	0.66%	Q4 2020	Q4 2020	1
Bernicke Wealth Management, Ltd.	1	1	0.18%	0.18%	0.18%	Q1 2020	Q1 2020	1
Annandale Capital, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Arcadia Wealth Management, LLC	1	1	0.19%	0.19%	0.19%	Q1 2023	Q1 2023	1
First Citizens Asset Management, Inc.	1	1	1.39%	1.39%	1.39%	Q4 2022	Q4 2022	1
L2 Asset Management, LLC	1	1	2.12%	2.12%	2.12%	Q4 2021	Q4 2021	1
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
LOEB PARTNERS CORP	1	1	0.03%	0.03%	0.03%	Q4 2018	Q4 2018	1
440 INVESTMENT GROUP, LLC	1	1	0.20%	0.20%	0.20%	Q4 2017	Q4 2017	1
OLD MISSION CAPITAL, LLC	1	1	0.38%	0.38%	0.38%	Q4 2020	Q4 2020	1
Select Equity Group, L.P.	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
MASSACHUSETTS INSTITUTE OF TECHNOLOGY	1	1	19.57%	19.57%	19.57%	Q2 2020	Q2 2020	1
BALYASNY ASSET MANAGEMENT L.P.	1	1	0.42%	0.42%	0.42%	Q4 2017	Q4 2017	1
Goldstein Munger & Associates	1	1	0.17%	0.17%	0.17%	Q3 2010	Q3 2010	1
Align Wealth Management, LLC	1	1	0.26%	0.26%	0.26%	Q4 2022	Q4 2022	1
Oder Investment Management, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
Reby Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
SHAPIRO CAPITAL MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
RIA Advisory Group LLC	1	1	0.34%	0.34%	0.34%	Q4 2022	Q4 2022	1

External links

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