• IVW shareholders
• Shareholder history

Current and past ISHARES TR shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	117
HUNTINGTON NATIONAL BANK	59	59	0.01%	0.73%	1.60%	Q1 2009	Q3 2023	64
Cutler Group LLC / CA	20	11	0.00%	0.00%	0.04%	Q4 2015	Q3 2023	61
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.04%	0.11%	Q1 2012	Q3 2023	52
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.23%	0.34%	Q2 2013	Q3 2023	51
Rehmann Capital Advisory Group	35	15	0.07%	2.41%	6.12%	Q4 2010	Q3 2023	50
MUFG Americas Holdings Corp	48	48	0.35%	0.76%	1.16%	Q4 2010	Q3 2022	48
SECURIAN ASSET MANAGEMENT, INC	45	1	0.03%	0.27%	1.85%	Q2 2010	Q2 2023	46
US BANCORP \DE\	42	42	0.00%	0.18%	0.37%	Q2 2013	Q3 2023	45
JANE STREET GROUP, LLC	12	1	0.00%	0.01%	0.16%	Q4 2014	Q2 2023	45
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.81%	1.83%	3.72%	Q3 2012	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.14%	0.36%	0.51%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.01%	0.03%	0.06%	Q4 2012	Q3 2023	44
Capital Analysts, LLC	44	44	0.31%	1.95%	5.27%	Q4 2012	Q3 2023	44
Cetera Advisor Networks LLC	43	43	0.00%	0.16%	0.60%	Q1 2013	Q3 2023	44
M&T BANK CORP	25	15	0.00%	1.80%	3.91%	Q3 2013	Q3 2023	43
Montecito Bank & Trust	43	43	0.14%	0.25%	0.42%	Q2 2013	Q4 2023	43
BAR HARBOR WEALTH MANAGEMENT	43	43	0.05%	0.15%	0.24%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.20%	0.26%	0.33%	Q4 2012	Q2 2023	43
COMMERCE BANK	43	43	0.01%	0.03%	0.05%	Q1 2013	Q3 2023	43
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.01%	0.56%	2.26%	Q2 2013	Q3 2023	42
HANCOCK WHITNEY CORP	42	42	0.02%	0.19%	0.48%	Q2 2013	Q3 2023	42
Valmark Advisers, Inc.	42	42	1.08%	5.59%	11.13%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.16%	0.58%	1.07%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.08%	0.19%	0.27%	Q2 2013	Q3 2023	42
BURNS J W & CO INC/NY	42	42	0.10%	0.16%	0.20%	Q2 2013	Q3 2023	42
FRONT BARNETT ASSOCIATES LLC	42	42	0.18%	0.76%	1.10%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.20%	0.51%	0.99%	Q2 2013	Q3 2023	42
Ameritas Investment Partners, Inc.	42	42	0.19%	1.27%	1.69%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.02%	0.03%	0.14%	Q2 2013	Q3 2023	42
CADINHA & CO LLC	42	42	0.19%	0.59%	2.52%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.03%	0.12%	0.24%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	4.58%	7.74%	10.75%	Q2 2013	Q3 2023	42
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	42	42	0.13%	0.82%	2.82%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.00%	0.09%	0.21%	Q2 2013	Q3 2023	42
COLONY GROUP LLC	42	42	0.16%	0.49%	0.83%	Q2 2013	Q3 2023	42
CONDOR CAPITAL MANAGEMENT	42	42	0.03%	0.07%	0.12%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.09%	0.15%	0.18%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.11%	0.14%	0.29%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.01%	0.22%	0.45%	Q2 2013	Q3 2023	42
Newman Dignan & Sheerar, Inc.	42	42	0.00%	0.26%	0.43%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.19%	0.36%	0.46%	Q2 2013	Q3 2023	42
PINNACLE FINANCIAL PARTNERS INC	42	42	0.10%	0.20%	0.42%	Q2 2013	Q3 2023	42
HARVEY CAPITAL MANAGEMENT INC	42	42	0.08%	0.14%	0.25%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	42
EASTERN BANK	42	42	0.01%	0.13%	0.24%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.02%	0.04%	0.08%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.07%	0.19%	0.30%	Q2 2013	Q3 2023	42
LBMC INVESTMENT ADVISORS, LLC	42	42	0.78%	1.23%	2.12%	Q2 2013	Q3 2023	42
UNITED SERVICES AUTOMOBILE ASSOCIATION	42	42	0.01%	0.05%	0.17%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	4.31%	5.86%	7.49%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.16%	0.29%	0.61%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.05%	0.37%	0.60%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.06%	0.31%	0.46%	Q2 2013	Q3 2023	42
Accredited Investors Inc.	42	42	0.02%	0.14%	0.21%	Q2 2013	Q3 2023	42
WEALTHCARE CAPITAL MANAGEMENT LLC	42	42	0.03%	0.05%	0.14%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.18%	0.57%	Q2 2013	Q3 2023	42
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42	42	0.04%	0.32%	0.77%	Q2 2013	Q3 2023	42
SFMG, LLC	42	42	0.03%	0.11%	0.20%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
LAZARD ASSET MANAGEMENT LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.72%	0.85%	1.01%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.10%	0.14%	0.23%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.08%	0.11%	0.15%	Q2 2013	Q3 2023	42
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	42	42	0.38%	1.57%	2.24%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.09%	0.22%	0.52%	Q2 2013	Q3 2023	42
EVERGREEN CAPITAL MANAGEMENT LLC	42	42	0.52%	1.44%	2.91%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
BANK OF HAWAII	42	42	0.05%	0.70%	3.50%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.05%	0.12%	0.30%	Q2 2013	Q3 2023	42
TIEDEMANN ADVISORS, LLC	42	42	0.11%	2.07%	23.89%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.10%	0.28%	0.70%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.04%	0.59%	3.94%	Q2 2013	Q4 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.45%	1.28%	1.84%	Q2 2013	Q3 2023	42
Courage Miller Partners, LLC	42	42	0.21%	1.06%	3.73%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.14%	0.90%	1.90%	Q2 2013	Q3 2023	42
WMS Partners, LLC	42	42	0.13%	0.44%	0.76%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.67%	0.88%	1.16%	Q2 2013	Q3 2023	42
DUMONT & BLAKE INVESTMENT ADVISORS LLC	42	42	0.60%	1.14%	1.59%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.06%	0.09%	0.42%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.01%	0.11%	0.17%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.13%	0.84%	Q2 2013	Q3 2023	42
B. Riley Wealth Advisors, Inc.	42	42	0.01%	0.22%	0.71%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.03%	0.10%	0.25%	Q2 2013	Q3 2023	42
INTRUST BANK NA	42	42	0.17%	0.31%	0.96%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	42	42	0.07%	0.21%	0.70%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.02%	0.20%	0.47%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.62%	4.03%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.04%	0.08%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.03%	0.10%	0.18%	Q2 2013	Q3 2023	42
Parkside Financial Bank & Trust	42	42	0.16%	0.25%	0.43%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	1.16%	1.51%	2.02%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.84%	0.97%	1.21%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.03%	0.87%	4.16%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.11%	0.14%	0.17%	Q2 2013	Q3 2023	42
Busey Bank	42	42	0.60%	1.06%	1.54%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.01%	0.04%	0.16%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.15%	0.29%	0.45%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	42	42	0.27%	0.35%	0.49%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	2.28%	2.75%	3.31%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.19%	0.39%	0.83%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.41%	0.67%	1.24%	Q2 2013	Q3 2023	42
SPC Financial, Inc.	42	42	1.55%	2.37%	3.18%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.29%	1.25%	2.90%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.02%	0.56%	1.01%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.12%	0.22%	0.49%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	1.10%	2.28%	3.89%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.18%	0.28%	0.43%	Q2 2013	Q3 2023	42
Evensky & Katz LLC	42	42	0.00%	0.28%	1.17%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	0.08%	0.14%	0.19%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	1.39%	5.22%	11.63%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.04%	0.41%	0.72%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.22%	0.54%	0.96%	Q2 2013	Q3 2023	42
NOTTINGHAM ADVISORS, INC.	41	41	0.07%	0.80%	1.67%	Q3 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.13%	0.73%	2.84%	Q3 2013	Q3 2023	41
CAPTRUST FINANCIAL ADVISORS	36	5	0.00%	0.08%	0.36%	Q2 2013	Q3 2023	41
First Heartland Consultants, Inc.	39	2	0.14%	0.97%	2.47%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.06%	0.19%	0.80%	Q3 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.11%	0.24%	0.37%	Q3 2013	Q3 2023	41
FRANKLIN RESOURCES INC	38	3	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
Ifrah Financial Services, Inc.	41	41	3.53%	4.57%	5.67%	Q3 2013	Q3 2023	41
SIGMA INVESTMENT COUNSELORS INC	29	12	0.04%	0.07%	0.12%	Q2 2013	Q3 2023	41
BLAIR WILLIAM & CO/IL	40	1	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	41
Advisory Services Network, LLC	27	14	0.11%	0.60%	1.98%	Q2 2013	Q3 2023	41
FIRST TRUST ADVISORS LP	41	41	0.00%	0.01%	0.01%	Q3 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.04%	0.20%	Q3 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.06%	0.07%	0.11%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.03%	0.04%	0.06%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.38%	0.59%	0.85%	Q2 2013	Q3 2023	41
Thomasville National Bank	27	14	0.32%	0.50%	1.62%	Q2 2013	Q3 2023	41
Citadel Advisors	14	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	40
MCF Advisors LLC	33	7	0.00%	0.02%	0.20%	Q3 2013	Q3 2023	40
Sequoia Financial Advisors, LLC	40	40	0.05%	0.26%	0.58%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	3.14%	6.03%	8.00%	Q4 2013	Q3 2023	40
TIEMANN INVESTMENT ADVISORS, LLC	40	40	0.39%	0.47%	0.56%	Q4 2013	Q3 2023	40
Sageworth Trust Co	40	40	0.04%	0.09%	0.31%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.04%	0.11%	0.39%	Q2 2013	Q3 2023	40
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	40	40	0.22%	0.28%	0.53%	Q4 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	1.09%	2.08%	3.14%	Q4 2013	Q3 2023	40
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	40	40	0.02%	0.03%	0.05%	Q4 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	0.39%	0.81%	2.07%	Q4 2013	Q3 2023	40
Financial Planning & Information Services, Inc.	40	40	0.07%	0.12%	0.17%	Q4 2013	Q3 2023	40
MATHER GROUP, LLC.	40	40	0.02%	0.10%	0.26%	Q4 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	15	11	0.30%	0.42%	0.61%	Q2 2013	Q3 2023	40
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	27	4	1.52%	4.25%	7.40%	Q2 2013	Q3 2023	40
HOLLENCREST CAPITAL MANAGEMENT	40	40	0.02%	0.05%	0.08%	Q4 2013	Q3 2023	40
New England Private Wealth Advisors LLC	40	40	0.18%	0.25%	0.30%	Q4 2013	Q3 2023	40
LVZ, Inc.	40	40	6.94%	9.39%	12.20%	Q4 2013	Q3 2023	40
Portland Global Advisors LLC	26	14	0.04%	0.10%	0.28%	Q2 2013	Q3 2023	40
HM PAYSON & CO	22	18	0.04%	0.07%	0.14%	Q2 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.12%	0.39%	0.66%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.21%	1.31%	1.92%	Q4 2013	Q3 2023	40
Regal Investment Advisors LLC	27	1	0.09%	0.19%	0.50%	Q2 2013	Q3 2023	39
RMB Capital Management, LLC	39	39	0.05%	0.10%	0.16%	Q1 2014	Q3 2023	39
VICUS CAPITAL	29	10	0.03%	0.09%	0.52%	Q4 2013	Q3 2023	39
WASHINGTON TRUST BANK	39	39	0.01%	0.05%	0.13%	Q1 2014	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.01%	0.02%	0.02%	Q1 2014	Q3 2023	39
CHOREO, LLC	39	39	0.57%	1.70%	2.62%	Q1 2014	Q3 2023	39
AMARILLO NATIONAL BANK	39	39	0.86%	4.34%	6.51%	Q1 2014	Q3 2023	39
Mariner, LLC	39	39	0.04%	0.74%	1.20%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.38%	0.64%	1.12%	Q1 2014	Q3 2023	39
Crestwood Advisors Group, LLC	39	39	0.02%	0.04%	0.06%	Q1 2014	Q3 2023	39
ARGI Investment Services, LLC	39	39	0.02%	0.04%	0.34%	Q2 2013	Q4 2022	39
INTERACTIVE FINANCIAL ADVISORS, INC.	39	39	0.06%	0.10%	0.20%	Q2 2013	Q4 2022	39
FAS Wealth Partners, Inc.	39	39	0.26%	3.36%	7.18%	Q1 2014	Q3 2023	39
Atlas Brown,Inc.	38	38	0.20%	1.37%	2.26%	Q2 2014	Q3 2023	38
BALASA DINVERNO & FOLTZ LLC	38	38	0.18%	0.29%	0.36%	Q2 2013	Q3 2022	38
MEEDER ASSET MANAGEMENT INC	38	38	0.00%	0.00%	0.04%	Q2 2013	Q3 2022	38
JFS WEALTH ADVISORS, LLC	38	38	0.01%	0.21%	0.90%	Q2 2014	Q3 2023	38
BNP PARIBAS FINANCIAL MARKETS	17	8	0.00%	0.03%	0.14%	Q2 2013	Q3 2023	38
SNS Financial Group, LLC	19	4	0.04%	0.18%	0.58%	Q2 2013	Q3 2023	38
Atria Investments, Inc	23	1	0.04%	0.47%	1.26%	Q4 2013	Q3 2023	38
DOWLING & YAHNKE LLC	38	38	0.04%	0.07%	0.08%	Q2 2013	Q3 2022	38
Choate Investment Advisors	20	18	0.02%	0.36%	10.88%	Q1 2014	Q3 2023	38
UBS Group AG	36	36	0.00%	0.22%	0.27%	Q4 2014	Q3 2023	38
CONNING INC.	38	38	0.05%	0.07%	0.16%	Q2 2014	Q3 2023	38
Haverford Trust Co	37	37	0.01%	0.02%	0.04%	Q3 2014	Q3 2023	37
MERIDIAN MANAGEMENT CO	32	2	0.12%	0.15%	0.20%	Q2 2013	Q3 2023	37
BRIDGES INVESTMENT MANAGEMENT INC	37	37	0.02%	0.04%	0.05%	Q3 2014	Q3 2023	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.74%	2.38%	4.18%	Q2 2013	Q2 2022	37
FIRST MANHATTAN CO. LLC.	25	2	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	37
Perkins Coie Trust Co	37	37	3.03%	6.67%	8.64%	Q3 2014	Q3 2023	37
Lowe Wealth Advisors, LLC	37	37	0.05%	0.08%	0.13%	Q4 2014	Q4 2023	37
TWIN FOCUS CAPITAL PARTNERS, LLC	37	37	0.52%	2.58%	4.57%	Q3 2014	Q3 2023	37
EisnerAmper Wealth Management Corporate Benefits, LLC	37	37	4.80%	13.85%	16.85%	Q4 2014	Q4 2023	37
SEI INVESTMENTS CO	36	36	0.00%	0.07%	0.17%	Q4 2014	Q3 2023	36
DUBUQUE BANK & TRUST CO	36	36	0.02%	0.08%	0.23%	Q4 2014	Q3 2023	36
KWMG, LLC	36	36	0.38%	3.74%	6.73%	Q4 2014	Q3 2023	36
ALLIANCEBERNSTEIN L.P.	35	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	36
SIGNATUREFD, LLC	23	6	0.00%	0.03%	0.07%	Q2 2013	Q3 2023	36
AMERICAN INTERNATIONAL GROUP, INC.	17	3	0.00%	0.04%	0.12%	Q2 2013	Q1 2023	36
ETF Portfolio Partners, Inc.	36	36	0.80%	0.98%	1.22%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.39%	1.27%	2.46%	Q4 2014	Q3 2023	36
BANK OF THE WEST	35	1	0.02%	0.30%	1.03%	Q3 2013	Q4 2022	36
Barrett Asset Management, LLC	36	36	0.00%	0.01%	0.01%	Q2 2013	Q1 2022	36
KINGS POINT CAPITAL MANAGEMENT	36	36	0.00%	0.07%	0.20%	Q2 2013	Q1 2022	36
PALLADIUM PARTNERS LLC	36	36	0.23%	0.28%	0.39%	Q2 2013	Q1 2022	36
STERLING INVESTMENT ADVISORS LLC /ADV	36	36	0.59%	1.09%	2.20%	Q4 2014	Q3 2023	36
Financial Architects, Inc	25	2	0.04%	0.06%	0.10%	Q2 2013	Q2 2023	36
SONATA CAPITAL GROUP INC	36	36	2.83%	4.06%	5.96%	Q4 2014	Q3 2023	36
Opus Capital Group, LLC	36	36	0.02%	0.09%	0.18%	Q3 2013	Q2 2022	36
Baker Avenue Asset Management, LP	27	4	0.00%	0.98%	3.72%	Q2 2013	Q3 2023	36
First Personal Financial Services	36	36	0.11%	0.28%	0.63%	Q4 2014	Q3 2023	36
Diversified Portfolios, Inc.	36	36	0.48%	1.28%	2.01%	Q4 2014	Q3 2023	36
VALLEY WEALTH MANAGERS, INC.	19	1	0.03%	0.16%	0.35%	Q2 2013	Q3 2023	36
HBK Sorce Advisory LLC	36	36	0.05%	0.07%	0.18%	Q4 2014	Q3 2023	36
Sunbelt Securities, Inc.	36	36	0.49%	2.48%	6.26%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	0.26%	0.35%	0.45%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.02%	0.20%	0.71%	Q4 2014	Q3 2023	36
Traynor Capital Management, Inc.	36	36	0.77%	4.58%	9.28%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.13%	0.60%	0.99%	Q4 2014	Q3 2023	36
Family Firm, Inc.	36	36	0.84%	0.99%	1.21%	Q4 2014	Q3 2023	36
People's United Financial, Inc.	36	36	0.05%	0.71%	2.37%	Q2 2013	Q1 2022	36
INVESTMENT PARTNERS, LTD.	36	36	0.68%	1.43%	2.03%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	3.09%	5.40%	7.10%	Q4 2014	Q3 2023	36
WOLVERINE TRADING, LLC	6	1	0.00%	0.00%	0.02%	Q2 2017	Q3 2022	35
Carroll Financial Associates, Inc.	35	35	0.00%	0.10%	0.38%	Q2 2013	Q4 2021	35
CLEAR INVESTMENT RESEARCH, LLC	35	35	1.62%	3.73%	7.26%	Q1 2015	Q3 2023	35
Gemmer Asset Management LLC	35	35	0.01%	0.06%	0.12%	Q1 2015	Q3 2023	35
Glassman Wealth Services	35	35	0.00%	0.04%	0.15%	Q1 2015	Q3 2023	35
REILLY FINANCIAL ADVISORS, LLC	35	35	0.01%	0.01%	0.02%	Q2 2013	Q4 2021	35
Roble, Belko & Company, Inc	35	35	0.04%	0.08%	0.10%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	0.26%	1.97%	4.16%	Q4 2014	Q3 2023	35
CAPITAL CITY TRUST CO/FL	35	35	0.14%	0.24%	0.42%	Q2 2013	Q4 2021	35
CREDIT SUISSE AG/	26	1	0.00%	0.01%	0.11%	Q1 2013	Q3 2023	35
PARTHENON LLC	35	35	0.05%	0.06%	0.06%	Q1 2015	Q3 2023	35
PERRITT CAPITAL MANAGEMENT INC	35	35	0.08%	0.57%	1.16%	Q1 2015	Q3 2023	35
Chesley Taft & Associates LLC	35	35	0.02%	0.03%	0.03%	Q1 2015	Q3 2023	35
Community Bank, N.A.	35	35	0.00%	0.07%	0.13%	Q1 2015	Q3 2023	35
ASSOCIATED BANC-CORP	35	35	0.02%	0.13%	0.23%	Q1 2015	Q3 2023	35
Gradient Investments LLC	24	2	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	35
TWO SIGMA INVESTMENTS, LP	18	1	0.00%	0.03%	0.11%	Q3 2013	Q3 2023	35
SECURITY NATIONAL TRUST CO	34	34	0.72%	1.26%	1.93%	Q2 2013	Q3 2021	34
Baird Financial Group, Inc.	34	34	0.09%	0.12%	0.19%	Q2 2015	Q3 2023	34
Calamos Wealth Management LLC	34	34	0.09%	1.40%	4.57%	Q2 2015	Q3 2023	34
Bartlett & Co. LLC	18	16	0.00%	0.03%	0.08%	Q2 2015	Q4 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.07%	0.19%	0.48%	Q2 2015	Q3 2023	34
Homrich & Berg	34	34	4.29%	6.91%	10.09%	Q2 2013	Q3 2021	34
THRIVENT FINANCIAL FOR LUTHERANS	25	6	0.00%	0.07%	0.34%	Q2 2015	Q3 2023	34
Truepoint, Inc.	22	12	0.03%	0.07%	0.11%	Q3 2014	Q3 2023	34
FORVIS Wealth Advisors, LLC	30	1	0.03%	1.43%	3.44%	Q3 2013	Q3 2023	34
Miracle Mile Advisors, LLC	33	33	0.48%	4.53%	13.44%	Q3 2015	Q3 2023	33
Reynders McVeigh Capital Management, LLC	33	33	0.03%	0.07%	0.13%	Q3 2015	Q3 2023	33
Kessler Investment Group, LLC	33	33	0.28%	0.91%	1.73%	Q3 2015	Q3 2023	33
UNITED BANK	33	33	0.06%	1.56%	4.46%	Q3 2015	Q3 2023	33
Prospera Financial Services Inc	13	8	0.04%	0.11%	0.21%	Q4 2013	Q3 2023	33
Azimuth Capital Management LLC	33	33	0.04%	0.07%	0.12%	Q1 2014	Q1 2022	33
Wallington Asset Management, LLC	33	33	0.16%	0.19%	0.23%	Q3 2015	Q3 2023	33
Brookstone Capital Management	31	2	0.02%	0.38%	1.37%	Q2 2015	Q3 2023	33
Endurance Wealth Management, Inc.	33	33	0.00%	0.00%	0.01%	Q2 2015	Q2 2023	33
Regal Wealth Group, Inc.	32	32	1.32%	6.44%	13.68%	Q4 2015	Q3 2023	32
CAMBRIDGE TRUST CO	32	32	0.02%	0.05%	0.13%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.10%	0.28%	0.54%	Q4 2015	Q3 2023	32
Corrigan Financial, Inc.	32	32	0.67%	1.31%	2.12%	Q4 2015	Q3 2023	32
BRYN MAWR TRUST Co	32	32	0.02%	0.06%	0.16%	Q4 2015	Q3 2023	32
Chicago Partners Investment Group LLC	32	32	0.01%	0.10%	0.41%	Q4 2015	Q3 2023	32
Savant Capital, LLC	32	32	0.07%	0.12%	0.27%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.14%	0.18%	0.29%	Q4 2015	Q3 2023	32
Cornerstone Advisory, LLC	32	32	0.13%	0.28%	0.62%	Q4 2015	Q3 2023	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.45%	1.13%	2.44%	Q4 2015	Q3 2023	32
TRUE Private Wealth Advisors	32	32	0.12%	2.63%	6.79%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.01%	0.01%	Q4 2015	Q3 2023	32
MILLENNIUM MANAGEMENT LLC	19	1	0.00%	0.00%	0.01%	Q2 2014	Q2 2023	32
Oakworth Capital, Inc.	32	32	0.05%	0.10%	0.18%	Q4 2015	Q3 2023	32
NICOLET BANKSHARES INC	32	32	2.27%	2.84%	4.72%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.39%	0.58%	0.82%	Q4 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.23%	0.41%	0.73%	Q4 2015	Q3 2023	32
Edmonds Duncan Registered Investment Advisors, LLC	32	32	0.78%	3.25%	5.89%	Q4 2015	Q3 2023	32
PEOPLES BANK /OH	32	32	2.48%	3.65%	5.27%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.27%	4.26%	11.48%	Q2 2013	Q3 2023	32
UMB Bank, n.a.	32	32	0.22%	0.46%	0.62%	Q4 2015	Q3 2023	32
BUCKINGHAM STRATEGIC WEALTH, LLC	27	1	0.05%	0.15%	0.63%	Q2 2013	Q3 2023	32
CWM, LLC	24	8	0.00%	0.55%	1.00%	Q3 2015	Q3 2023	32
BESSEMER GROUP INC	29	1	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	32
Alexandria Capital, LLC	20	6	0.03%	0.06%	0.12%	Q2 2013	Q3 2021	32
Colorado Capital Management, Inc.	32	32	1.74%	2.14%	2.90%	Q4 2015	Q3 2023	32
Goelzer Investment Management, Inc.	23	9	0.05%	0.84%	1.61%	Q1 2013	Q3 2023	32
Integrated Investment Consultants, LLC	23	8	0.23%	0.35%	0.54%	Q4 2015	Q3 2023	31
M Holdings Securities, Inc.	24	2	0.03%	0.41%	1.05%	Q4 2013	Q2 2022	31
WealthPLAN Partners, LLC	21	1	0.07%	1.19%	5.14%	Q1 2015	Q4 2023	31
Frontier Wealth Management LLC	31	31	0.02%	0.09%	0.16%	Q4 2014	Q2 2022	31
Bangor Savings Bank	25	6	0.01%	0.06%	0.09%	Q3 2013	Q3 2023	31
PINNACLE ASSOCIATES LTD	30	1	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	31
AFFINITY WEALTH MANAGEMENT LLC	12	1	0.05%	3.61%	17.94%	Q2 2013	Q4 2022	31
Sutton Wealth Advisors Inc.	31	31	0.22%	0.29%	0.34%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.26%	0.40%	0.51%	Q1 2016	Q3 2023	31
FIRST NATIONAL TRUST CO	28	3	0.03%	0.07%	0.11%	Q3 2015	Q3 2023	31
TWO SIGMA ADVISERS, LP	12	1	0.00%	0.03%	0.10%	Q3 2014	Q3 2023	31
Ballentine Partners, LLC	31	31	0.01%	0.04%	0.06%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.12%	0.62%	2.20%	Q4 2015	Q3 2023	31
ALBION FINANCIAL GROUP /UT	21	10	0.04%	0.06%	0.13%	Q4 2015	Q3 2023	31
Silicon Valley Capital Partners	31	31	3.93%	10.29%	19.59%	Q1 2016	Q3 2023	31
MURPHY CAPITAL MANAGEMENT INC	31	31	0.04%	0.06%	0.07%	Q4 2014	Q2 2022	31
Tarbox Family Office, Inc.	31	31	0.12%	0.20%	0.40%	Q1 2016	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.13%	0.80%	1.81%	Q1 2016	Q3 2023	31
Private Wealth Advisors, Inc.	31	31	0.16%	0.97%	2.58%	Q2 2013	Q4 2020	31
Glenview Trust Co	28	1	0.04%	0.06%	0.11%	Q4 2013	Q3 2023	31
Asset Dedication, LLC	14	5	0.00%	0.04%	0.09%	Q4 2015	Q3 2023	30
Johnson Financial Group, Inc.	30	30	0.02%	0.02%	0.04%	Q2 2016	Q3 2023	30
Covington Capital Management	21	9	0.01%	0.02%	0.04%	Q1 2014	Q3 2022	30
Koshinski Asset Management, Inc.	24	6	0.07%	0.15%	0.48%	Q4 2014	Q3 2023	30
HOWE & RUSLING INC	29	1	0.00%	0.01%	0.04%	Q1 2016	Q3 2023	30
MISSION WEALTH MANAGEMENT, LP	30	30	0.05%	0.10%	0.18%	Q2 2016	Q3 2023	30
NWAM LLC	15	3	0.02%	0.22%	0.98%	Q1 2014	Q3 2023	30
CITY HOLDING CO	30	30	0.02%	0.03%	0.19%	Q2 2016	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.37%	5.27%	13.24%	Q2 2013	Q3 2020	30
BAILARD, INC.	30	30	0.07%	0.20%	0.34%	Q2 2016	Q3 2023	30
BOSTON FINANCIAL MANGEMENT LLC	30	30	0.03%	0.04%	0.06%	Q2 2016	Q3 2023	30
Brinker Capital Investments, LLC	27	3	0.00%	0.38%	1.25%	Q2 2013	Q3 2021	30
ALERUS FINANCIAL NA	30	30	0.05%	0.13%	0.18%	Q2 2016	Q3 2023	30
SG Americas Securities, LLC	11	1	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	30
Kovack Advisors, Inc.	27	1	0.11%	0.30%	1.10%	Q1 2014	Q2 2023	30
CHURCHILL MANAGEMENT Corp	29	1	0.01%	7.11%	14.60%	Q4 2013	Q4 2021	30
Waverly Advisors, LLC	9	6	0.01%	0.07%	0.20%	Q3 2013	Q3 2023	30
Snowden Capital Advisors LLC	22	8	0.05%	0.53%	1.61%	Q1 2016	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.08%	0.33%	0.62%	Q2 2013	Q3 2020	30
Dynamic Advisor Solutions LLC	30	30	0.03%	0.13%	0.28%	Q2 2016	Q3 2023	30
NEXT Financial Group, Inc	30	30	0.09%	0.43%	0.94%	Q3 2014	Q4 2021	30
MASSMUTUAL TRUST CO FSB/ADV	27	1	0.00%	0.01%	0.04%	Q4 2013	Q4 2023	29
Mengis Capital Management, Inc.	29	29	0.08%	0.14%	0.18%	Q3 2016	Q3 2023	29
MANUFACTURERS LIFE INSURANCE COMPANY, THE	24	1	0.00%	0.02%	0.09%	Q4 2013	Q1 2023	29
Kalos Management, Inc.	20	3	0.24%	2.04%	5.87%	Q4 2015	Q2 2023	29
Transform Wealth, LLC	25	4	1.24%	2.09%	3.22%	Q2 2016	Q3 2023	29
BANK OF STOCKTON	29	29	0.12%	2.23%	7.28%	Q3 2016	Q3 2023	29
Corundum Group, Inc.	20	1	0.24%	0.55%	1.08%	Q1 2016	Q3 2023	29
HOWARD CAPITAL MANAGEMENT	29	29	0.10%	0.13%	0.14%	Q4 2013	Q4 2020	29
Sequent Asset Management, LLC	29	29	0.69%	1.14%	2.45%	Q3 2013	Q3 2020	29
COUNTRY TRUST BANK	29	29	0.00%	0.00%	0.01%	Q4 2016	Q4 2023	29
ACG Wealth	28	1	0.05%	0.37%	0.87%	Q2 2015	Q3 2022	29
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	29
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	29	29	0.01%	0.02%	0.03%	Q3 2016	Q3 2023	29
Connecticut Wealth Management, LLC	29	29	0.12%	2.12%	4.27%	Q3 2016	Q3 2023	29
Tower Research Capital LLC (TRC)	10	1	0.00%	0.13%	0.51%	Q3 2014	Q3 2023	29
PITTENGER & ANDERSON INC	29	29	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	29
MARINER INDEPENDENT ADVISOR NETWORK, LLC	22	1	0.13%	1.83%	5.28%	Q4 2014	Q3 2022	29
MACROVIEW INVESTMENT MANAGEMENT LLC	29	29	0.02%	0.03%	0.07%	Q3 2016	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.02%	0.04%	0.11%	Q4 2013	Q4 2020	29
CWH Capital Management, Inc.	29	29	0.62%	3.88%	9.14%	Q4 2013	Q4 2020	29
Lido Advisors, LLC	28	28	0.41%	2.57%	5.32%	Q4 2016	Q3 2023	28
Anchor Investment Management, LLC	28	28	0.00%	0.01%	0.01%	Q1 2017	Q4 2023	28
ROPES WEALTH ADVISORS LLC	17	11	0.01%	0.08%	0.22%	Q3 2016	Q3 2023	28
BOSTON FAMILY OFFICE LLC	26	2	0.03%	0.09%	0.14%	Q2 2013	Q3 2023	28
BOYS ARNOLD & CO INC	28	28	0.17%	0.26%	0.35%	Q2 2013	Q1 2020	28
PRUDENTIAL FINANCIAL INC	21	7	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	28
CAPITAL ADVISORS INC/OK	28	28	0.23%	0.64%	1.08%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	0.33%	0.63%	1.42%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.39%	0.52%	1.18%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.06%	1.09%	3.23%	Q4 2016	Q3 2023	28
Parsec Financial Management, Inc.	28	28	0.02%	0.53%	1.29%	Q2 2016	Q1 2023	28
Lee Financial Co	28	28	0.67%	1.05%	2.91%	Q4 2016	Q3 2023	28
Cubic Asset Management, LLC	28	28	0.09%	0.16%	0.25%	Q3 2013	Q2 2020	28
BROWN BROTHERS HARRIMAN & CO	15	2	0.00%	0.00%	0.02%	Q2 2014	Q3 2023	28
ZEKE CAPITAL ADVISORS, LLC	28	28	0.10%	0.18%	0.45%	Q1 2016	Q4 2022	28
Steward Partners Investment Advisory, LLC	28	28	0.07%	0.19%	0.29%	Q4 2016	Q3 2023	28
Bryn Mawr Capital Management, LLC	28	28	0.49%	1.64%	2.86%	Q4 2016	Q3 2023	28
United Bank	28	28	1.85%	2.30%	3.15%	Q4 2016	Q3 2023	28
Baystate Wealth Management LLC	19	1	0.01%	0.01%	0.11%	Q2 2013	Q3 2023	28
Abbrea Capital, LLC	28	28	0.06%	0.07%	0.10%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.00%	0.26%	0.83%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.25%	0.56%	0.86%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.01%	0.02%	0.06%	Q4 2016	Q3 2023	28
Perigon Wealth Management, LLC	21	1	0.00%	0.09%	0.19%	Q3 2011	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.09%	0.93%	4.88%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.05%	0.18%	0.36%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.06%	0.08%	0.13%	Q4 2016	Q3 2023	28
Osborn Williams & Donohoe LLC	28	28	0.07%	0.12%	0.16%	Q2 2013	Q1 2020	28
REDW Wealth LLC	28	28	0.31%	0.42%	0.64%	Q4 2016	Q3 2023	28
Probity Advisors, Inc.	18	2	5.76%	7.05%	8.73%	Q2 2016	Q3 2023	28
Horan Securities, Inc.	15	6	0.00%	0.63%	3.22%	Q1 2016	Q2 2023	28
RKL Wealth Management LLC	28	28	0.18%	1.38%	2.25%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.00%	0.01%	0.02%	Q1 2016	Q4 2022	28
Arvest Bank Trust Division	22	6	0.01%	1.24%	4.66%	Q3 2014	Q3 2021	28
Concorde Asset Management, LLC	13	1	0.12%	0.82%	8.36%	Q4 2014	Q3 2023	28
Capital Investment Advisory Services, LLC	28	28	0.30%	0.49%	0.71%	Q4 2016	Q3 2023	28
Private Advisory Group LLC	28	28	0.64%	3.36%	6.09%	Q4 2016	Q3 2023	28
MYCIO WEALTH PARTNERS, LLC	27	27	0.01%	0.04%	0.09%	Q2 2013	Q4 2019	27
Moisand Fitzgerald Tamayo, LLC	25	2	0.03%	0.09%	0.13%	Q4 2015	Q3 2023	27
MONEYWISE, INC.	27	27	0.17%	0.23%	0.30%	Q1 2017	Q3 2023	27
Blue Edge Capital, LLC	27	27	0.13%	1.87%	3.62%	Q1 2017	Q3 2023	27
Essex Financial Services, Inc.	20	1	0.05%	0.19%	0.44%	Q4 2015	Q3 2023	27
BEACON FINANCIAL GROUP	27	27	0.04%	0.06%	0.07%	Q3 2013	Q1 2020	27
Cornerstone Wealth Management, LLC	23	1	0.09%	0.37%	5.68%	Q1 2016	Q3 2023	27
First Command Financial Services, Inc.	27	27	0.01%	0.12%	0.29%	Q4 2016	Q2 2023	27
FARR MILLER & WASHINGTON LLC/DC	27	27	0.05%	0.31%	0.50%	Q1 2015	Q3 2021	27
GUYASUTA INVESTMENT ADVISORS INC	26	1	0.02%	0.03%	0.05%	Q2 2016	Q3 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.40%	0.68%	1.10%	Q4 2016	Q3 2023	27
First Command Bank	27	27	0.06%	0.14%	0.29%	Q4 2016	Q2 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.15%	1.02%	1.94%	Q2 2013	Q4 2019	27
Arcus Capital Partners, LLC	27	27	0.08%	0.72%	1.27%	Q4 2015	Q2 2022	27
Global Retirement Partners, LLC	20	7	0.22%	0.49%	0.92%	Q4 2016	Q3 2023	27
Norway Savings Bank	26	1	0.03%	0.31%	0.73%	Q4 2016	Q3 2023	27
Krilogy Financial LLC	12	1	0.01%	0.06%	0.17%	Q3 2015	Q3 2023	27
Alpha Cubed Investments, LLC	27	27	0.07%	0.12%	0.20%	Q1 2017	Q3 2023	27
Allworth Financial LP	22	1	0.00%	0.33%	1.22%	Q1 2014	Q3 2023	27
Patriot Financial Group Insurance Agency, LLC	21	6	0.00%	0.41%	1.18%	Q4 2016	Q3 2023	27
WIMMER ASSOCIATES 1, LLC	19	2	0.18%	0.22%	0.28%	Q2 2016	Q3 2023	27
SYNOVUS FINANCIAL CORP	26	1	0.00%	0.05%	0.08%	Q4 2013	Q3 2023	27
Cribstone Capital Management, LLC	27	27	0.00%	0.08%	0.13%	Q2 2016	Q4 2022	27
OPPENHEIMER ASSET MANAGEMENT INC.	27	27	0.02%	0.04%	0.06%	Q1 2017	Q3 2023	27
CIBC BANK USA	27	27	0.36%	0.73%	1.37%	Q2 2013	Q4 2019	27
GIRARD PARTNERS LTD.	27	27	0.04%	0.06%	0.13%	Q1 2017	Q3 2023	27
Sand Hill Global Advisors, LLC	18	1	0.01%	0.07%	0.16%	Q2 2013	Q4 2021	26
TCI Wealth Advisors, Inc.	22	1	0.00%	0.04%	0.09%	Q2 2013	Q1 2023	26
BB&T SECURITIES, LLC	26	26	0.01%	0.12%	0.34%	Q2 2013	Q3 2019	26
Advisory Alpha, LLC	26	26	0.04%	0.34%	1.64%	Q1 2017	Q2 2023	26
DIMENSION CAPITAL MANAGEMENT LLC	26	26	0.20%	0.48%	0.96%	Q2 2017	Q3 2023	26
SOUTH TEXAS MONEY MANAGEMENT LTD	26	26	0.10%	0.12%	0.16%	Q2 2013	Q3 2019	26
Harel Insurance Investments & Financial Services Ltd.	23	3	0.00%	0.00%	0.01%	Q1 2016	Q3 2023	26
Cerity Partners LLC	25	1	0.04%	0.20%	0.36%	Q1 2017	Q3 2023	26
Wealthcare Advisory Partners LLC	25	1	0.01%	0.06%	0.10%	Q2 2016	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.00%	0.22%	0.69%	Q2 2017	Q3 2023	26
FOSTER DYKEMA CABOT & CO INC/MA	26	26	0.08%	1.64%	4.29%	Q2 2017	Q3 2023	26
Ahrens Investment Partners LLC	26	26	0.31%	1.39%	2.43%	Q4 2016	Q1 2023	26
SUNTRUST BANKS INC	26	26	0.00%	0.07%	0.21%	Q2 2013	Q3 2019	26
Royal Fund Management, LLC	25	1	0.01%	1.17%	4.75%	Q4 2016	Q3 2023	26
Addison Capital Co	26	26	0.18%	0.25%	0.33%	Q2 2015	Q3 2021	26
SRS Capital Advisors, Inc.	10	7	0.04%	0.43%	4.18%	Q4 2016	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.15%	0.29%	0.67%	Q2 2017	Q3 2023	26
CONFLUENCE INVESTMENT MANAGEMENT LLC	13	13	0.01%	0.12%	0.38%	Q2 2013	Q4 2019	26
HSBC HOLDINGS PLC	16	2	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	26
REGENTATLANTIC CAPITAL LLC	25	1	0.01%	0.03%	0.06%	Q4 2014	Q3 2022	26
Capital Investment Advisors, LLC	24	2	0.01%	0.02%	0.03%	Q2 2017	Q4 2023	26
NewEdge Advisors, LLC	26	26	0.03%	0.13%	0.25%	Q2 2017	Q3 2023	26
GenWealth Group, Inc.	26	26	0.81%	1.18%	1.63%	Q2 2017	Q3 2023	26
Summit X, LLC	26	26	0.12%	0.41%	1.35%	Q2 2017	Q3 2023	26
Voya Financial Advisors, Inc.	25	1	0.05%	0.32%	1.21%	Q1 2015	Q1 2022	26
Diversified Investment Strategies, LLC	20	6	0.23%	0.36%	1.40%	Q2 2013	Q4 2019	26
Strategic Point Investment Advisors, LLC	26	26	0.02%	0.21%	0.42%	Q2 2017	Q3 2023	26
AXA S.A.	26	26	0.17%	0.34%	0.47%	Q2 2013	Q3 2019	26
Texas Yale Capital Corp.	26	26	0.04%	0.04%	0.05%	Q2 2017	Q3 2023	26
BDO Wealth Advisors, LLC	25	25	0.11%	1.01%	1.37%	Q2 2017	Q2 2023	25
WADE G W & INC	23	1	0.03%	0.36%	1.05%	Q4 2014	Q3 2023	25
BARCLAYS PLC	15	10	0.00%	0.00%	0.01%	Q2 2013	Q4 2019	25
Valeo Financial Advisors, LLC	25	25	0.09%	0.12%	0.14%	Q3 2017	Q3 2023	25
AE Wealth Management LLC	25	25	0.03%	0.23%	0.62%	Q3 2017	Q3 2023	25
Ascent Wealth Partners, LLC	25	25	0.38%	0.79%	1.11%	Q3 2017	Q3 2023	25
NorthRock Partners, LLC	25	25	0.04%	0.06%	0.11%	Q3 2017	Q3 2023	25
Evanson Asset Management, LLC	25	25	0.14%	0.22%	0.32%	Q3 2017	Q3 2023	25
Laurel Wealth Advisors, Inc.	25	25	0.05%	0.12%	0.29%	Q4 2016	Q4 2022	25
Stockman Wealth Management, Inc.	25	25	0.14%	0.18%	0.21%	Q3 2017	Q3 2023	25
BTC Capital Management, Inc.	21	4	0.06%	0.30%	0.52%	Q2 2017	Q3 2023	25
Hugh Johnson Advisors LLC	25	25	0.55%	2.38%	3.84%	Q2 2013	Q2 2019	25
Matthew Goff Investment Advisor, LLC	25	25	0.22%	0.58%	0.71%	Q3 2017	Q3 2023	25
Arete Wealth Advisors, LLC	10	3	0.03%	0.30%	0.70%	Q4 2013	Q3 2023	25
Van Hulzen Asset Management, LLC	25	25	0.04%	0.09%	0.12%	Q3 2017	Q3 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.60%	2.17%	4.69%	Q3 2017	Q3 2023	25
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	25	25	0.00%	1.18%	2.88%	Q3 2017	Q3 2023	25
Joel Isaacson & Co., LLC	17	1	0.01%	0.04%	0.07%	Q4 2012	Q3 2023	25
Kingsview Wealth Management, LLC	19	6	0.01%	0.07%	0.12%	Q2 2017	Q3 2023	25
Torch Wealth Management LLC	25	25	0.19%	0.31%	0.46%	Q4 2013	Q4 2019	25
MONROE BANK & TRUST/MI	25	25	2.59%	5.22%	7.58%	Q2 2013	Q2 2019	25
LINCOLN NATIONAL CORP	25	25	0.01%	0.02%	0.03%	Q3 2017	Q3 2023	25
Dorsey Wright & Associates	8	2	0.37%	1.58%	4.60%	Q1 2014	Q3 2023	25
SEGALL BRYANT & HAMILL, LLC	19	6	0.01%	0.01%	0.02%	Q1 2017	Q2 2023	25
TIAA, FSB	25	25	0.01%	0.02%	0.03%	Q2 2017	Q2 2023	25
TRUST CO OF VERMONT	14	5	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	25
Versant Capital Management, Inc	20	5	0.00%	0.01%	0.01%	Q1 2017	Q4 2023	25
YorkBridge Wealth Partners, LLC	25	25	0.70%	1.04%	1.63%	Q4 2016	Q4 2022	25
Hudson Capital Management LLC	24	24	0.29%	1.32%	1.59%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.07%	0.10%	0.16%	Q4 2017	Q3 2023	24
QCI ASSET MANAGEMENT INC/NY	19	1	0.00%	0.02%	0.02%	Q4 2014	Q3 2021	24
PARAMETRIC PORTFOLIO ASSOCIATES LLC	15	9	0.00%	0.00%	0.01%	Q4 2014	Q1 2022	24
Florin Court Capital LLP	16	1	0.73%	5.29%	17.44%	Q4 2016	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.20%	0.40%	0.51%	Q4 2017	Q3 2023	24
Corient Capital Partners, LLC	24	24	0.19%	0.51%	0.97%	Q3 2016	Q2 2022	24
Sound Income Strategies, LLC	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
Clark Capital Management Group, Inc.	12	1	0.00%	1.46%	4.70%	Q2 2013	Q3 2023	24
ALTFEST L J & CO INC	24	24	0.06%	0.08%	0.10%	Q4 2017	Q3 2023	24
Peterson Wealth Advisors, LLC	24	24	0.94%	1.28%	1.80%	Q4 2017	Q3 2023	24
WealthTrust Fairport, LLC	24	24	1.00%	1.35%	1.66%	Q2 2013	Q1 2019	24
AdvisorNet Financial, Inc	24	24	0.01%	0.44%	0.64%	Q4 2017	Q3 2023	24
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.	24	24	0.07%	0.27%	0.57%	Q4 2017	Q3 2023	24
WELCH & FORBES LLC	24	24	0.01%	0.01%	0.01%	Q4 2017	Q3 2023	24
SYM FINANCIAL Corp	24	24	0.02%	0.06%	0.14%	Q4 2017	Q3 2023	24
FINANCIAL LIFE ADVISORS	24	24	5.17%	7.97%	13.05%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.68%	1.03%	1.43%	Q4 2017	Q3 2023	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
Stordahl Capital Management, Inc.	24	24	1.05%	1.37%	1.74%	Q4 2017	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.20%	0.77%	1.25%	Q4 2017	Q3 2023	24
Seneca House Advisors	24	24	0.35%	1.07%	1.88%	Q4 2017	Q3 2023	24
Clearwater Capital Advisors, LLC	24	24	0.03%	0.23%	0.57%	Q1 2017	Q4 2022	24
Stone House Investment Management, LLC	22	1	0.00%	2.86%	8.53%	Q4 2016	Q3 2023	24
Gryphon Financial Partners LLC	24	24	0.14%	0.48%	1.07%	Q4 2017	Q3 2023	24
Johanson Financial Advisors, Inc.	20	4	1.64%	3.45%	4.45%	Q4 2015	Q4 2021	24
CARRET ASSET MANAGEMENT, LLC	24	24	0.03%	0.28%	0.39%	Q4 2017	Q3 2023	24
All Terrain Financial Advisors, LLC	24	24	0.21%	0.33%	0.46%	Q4 2017	Q3 2023	24
RETIREMENT INCOME SOLUTIONS, INC	24	24	0.49%	0.90%	1.58%	Q4 2017	Q3 2023	24
Financial Partners Group, Inc	24	24	0.11%	0.33%	0.70%	Q4 2017	Q3 2023	24
Invesco Ltd.	24	24	0.00%	0.00%	0.00%	Q2 2013	Q1 2019	24
Integrated Wealth Concepts LLC	24	24	0.07%	0.21%	0.65%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.28%	0.32%	0.37%	Q4 2017	Q3 2023	24
Northwest Bancshares, Inc.	24	24	0.37%	1.16%	2.58%	Q4 2017	Q3 2023	24
Fernwood Investment Management, LLC	24	24	0.20%	0.25%	0.30%	Q4 2017	Q3 2023	24
IndexIQ Advisors LLC	24	24	0.00%	0.49%	1.93%	Q1 2014	Q4 2019	24
PATTON ALBERTSON MILLER GROUP, LLC	22	2	0.16%	0.21%	0.32%	Q3 2014	Q3 2023	24
Centerpoint Advisors, LLC	24	24	3.89%	7.71%	13.13%	Q4 2017	Q3 2023	24
Goldstein Munger & Associates	24	24	0.23%	0.30%	0.34%	Q4 2016	Q3 2022	24
WealthShield Partners, LLC	24	24	0.09%	0.41%	0.95%	Q4 2017	Q3 2023	24
Steinberg Global Asset Management	24	24	1.41%	3.08%	5.11%	Q2 2013	Q1 2019	24
CULBERTSON A N & CO INC	24	24	0.10%	0.13%	0.15%	Q4 2017	Q3 2023	24
Cornell Pochily Investment Advisors, Inc.	24	24	0.25%	0.71%	1.05%	Q4 2017	Q3 2023	24
Sawyer & Company, Inc	24	24	0.02%	0.09%	0.14%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.26%	0.85%	2.06%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.01%	0.02%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.03%	0.24%	0.63%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.39%	0.55%	0.78%	Q4 2017	Q3 2023	24
Broadview Financial Management, LLC	24	24	4.69%	5.92%	6.86%	Q4 2017	Q3 2023	24
MARINO, STRAM & ASSOCIATES LLC	24	24	0.32%	0.74%	1.25%	Q4 2017	Q3 2023	24
Partnervest Advisory Services LLC	22	2	0.02%	0.32%	0.54%	Q4 2013	Q3 2020	24
SHEPHERD KAPLAN KROCHUK, LLC	24	24	0.35%	0.82%	1.84%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.09%	0.66%	2.02%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.09%	0.13%	0.18%	Q4 2017	Q3 2023	24
Eldridge Investment Advisors, Inc.	24	24	0.12%	0.22%	0.36%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.03%	0.04%	0.07%	Q4 2017	Q3 2023	24
Strategic Wealth Partners Group, LLC	10	2	0.26%	3.19%	4.42%	Q2 2016	Q3 2023	24
Live Your Vision, LLC	24	24	5.29%	7.86%	11.05%	Q2 2013	Q1 2019	24
Rockefeller Capital Management L.P.	23	23	0.02%	0.11%	0.18%	Q1 2018	Q3 2023	23
STEEL GROVE CAPITAL ADVISORS, LLC	16	1	0.04%	0.77%	1.32%	Q2 2013	Q1 2023	23
Parallax Volatility Advisers, L.P.	19	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2019	23
Sowell Financial Services LLC	7	2	0.04%	0.67%	5.73%	Q4 2016	Q3 2023	23
Chesapeake Wealth Management	23	23	0.09%	0.12%	0.14%	Q1 2018	Q3 2023	23
MGO ONE SEVEN LLC	21	2	0.01%	0.06%	0.17%	Q4 2017	Q3 2023	23
Prime Capital Investment Advisors, LLC	13	10	0.02%	0.11%	0.37%	Q4 2017	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.03%	0.07%	0.16%	Q2 2013	Q1 2019	23
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC	23	23	0.08%	0.09%	0.11%	Q2 2013	Q4 2018	23
Pinnacle Family Advisors, LLC	20	3	0.21%	4.19%	9.90%	Q2 2017	Q3 2023	23
BOK Financial Private Wealth, Inc.	19	4	0.03%	0.90%	2.72%	Q4 2017	Q3 2023	23
Arbor Investment Advisors, LLC	22	1	0.12%	0.16%	0.28%	Q1 2011	Q3 2023	23
COMERICA SECURITIES INC	23	23	1.08%	2.52%	5.14%	Q2 2013	Q4 2018	23
HMS Capital Management, LLC	23	23	0.25%	0.34%	0.64%	Q1 2018	Q3 2023	23
RFG Advisory, LLC	22	1	0.02%	0.45%	1.17%	Q4 2015	Q3 2023	23
S&CO INC	23	23	0.07%	0.20%	0.24%	Q1 2018	Q3 2023	23
Freedom Day Solutions, LLC	23	23	0.12%	0.22%	0.34%	Q1 2018	Q3 2023	23
BRASADA CAPITAL MANAGEMENT, LP	23	23	0.16%	0.21%	0.37%	Q1 2018	Q3 2023	23
Pinnacle Wealth Planning Services, Inc.	14	9	0.04%	0.32%	2.30%	Q4 2017	Q3 2023	23
First Bank & Trust	23	23	0.04%	0.08%	0.10%	Q4 2016	Q2 2022	23
MONTAG A & ASSOCIATES INC	23	23	0.01%	0.27%	1.37%	Q1 2018	Q3 2023	23
FIDUCIENT ADVISORS LLC	23	23	0.05%	0.25%	0.44%	Q1 2018	Q3 2023	23
Belpointe Asset Management LLC	18	2	0.05%	0.29%	0.52%	Q3 2017	Q3 2023	23
Hudock, Inc.	22	1	0.00%	0.02%	0.28%	Q1 2016	Q3 2022	23
Zhang Financial LLC	13	2	0.03%	0.08%	0.14%	Q2 2017	Q3 2023	23
BANK OF NOVA SCOTIA	23	23	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	23
WESBANCO BANK INC	12	11	0.01%	0.16%	0.84%	Q1 2016	Q3 2023	23
Fiduciary Trust Co International of Pennsylvania	17	1	0.14%	0.41%	0.66%	Q2 2013	Q1 2020	22
Vishria Bird Financial Group, LLC	22	22	0.15%	0.22%	0.32%	Q2 2018	Q3 2023	22
WEBSTER BANK, N. A.	21	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	22
FDx Advisors, Inc.	17	1	0.03%	0.41%	2.72%	Q4 2013	Q3 2023	22
JGP Wealth Management, LLC	22	22	0.09%	0.31%	0.38%	Q2 2018	Q3 2023	22
PFG Advisors	17	5	0.04%	0.34%	1.21%	Q4 2017	Q3 2023	22
Brand Asset Management Group, Inc.	22	22	0.02%	0.12%	0.20%	Q2 2018	Q3 2023	22
Mosaic Family Wealth, LLC	22	22	0.02%	0.07%	0.14%	Q4 2015	Q1 2021	22
CALTON & ASSOCIATES, INC.	21	1	0.06%	0.39%	1.04%	Q4 2017	Q2 2023	22
StoneX Group Inc.	19	3	0.21%	0.82%	1.62%	Q2 2017	Q3 2023	22
Neuberger Berman Group LLC	16	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	22
Howard Capital Management Inc.	14	1	0.30%	3.25%	18.18%	Q4 2017	Q3 2023	22
Fort Point Capital Partners LLC	22	22	0.04%	0.07%	0.12%	Q2 2018	Q3 2023	22
OGOREK ANTHONY JOSEPH /NY/ /ADV	22	22	0.01%	0.01%	0.01%	Q2 2018	Q3 2023	22
PARK AVENUE SECURITIES LLC	14	1	0.01%	0.59%	2.98%	Q2 2015	Q3 2023	22
Certified Advisory Corp	11	11	0.26%	0.56%	0.99%	Q4 2017	Q3 2023	22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11	1	0.02%	0.06%	0.15%	Q4 2016	Q3 2023	22
FIRST INTERSTATE BANK	11	1	0.00%	0.06%	0.12%	Q1 2016	Q3 2023	22
Pathway Financial Advisors LLC	14	8	0.34%	0.51%	0.66%	Q4 2017	Q3 2023	22
FIRST MIDWEST BANK TRUST DIVISION	20	1	0.04%	0.51%	2.23%	Q3 2016	Q4 2021	21
AUGUSTINE ASSET MANAGEMENT INC	12	9	0.10%	0.20%	0.28%	Q1 2014	Q1 2022	21
FOUNDERS FINANCIAL SECURITIES LLC	7	1	0.04%	3.13%	9.55%	Q3 2014	Q3 2023	21
Vigilant Capital Management, LLC	10	2	0.00%	0.01%	0.03%	Q2 2016	Q1 2023	21
ADVISOR PARTNERS LLC	21	21	0.03%	0.04%	0.08%	Q1 2017	Q1 2022	21
Chevy Chase Trust Holdings, LLC	12	9	0.00%	0.00%	0.00%	Q4 2017	Q1 2023	21
LOWE BROCKENBROUGH & CO INC	21	21	0.03%	0.41%	0.57%	Q3 2018	Q3 2023	21
Institute for Wealth Management, LLC.	14	2	0.06%	0.41%	0.80%	Q2 2017	Q3 2023	21
CYPRESS CAPITAL MANAGEMENT LLC	21	21	0.09%	0.12%	0.15%	Q3 2017	Q3 2022	21
Fieldpoint Private Securities, LLC	20	1	0.24%	0.32%	0.55%	Q1 2017	Q2 2022	21
Pinnacle Bancorp, Inc.	20	1	0.08%	0.23%	0.37%	Q1 2017	Q3 2023	21
VESTOR CAPITAL, LLC	13	8	0.48%	0.66%	0.82%	Q2 2018	Q3 2023	21
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	1	0.01%	0.06%	0.21%	Q3 2014	Q2 2021	21
SALEM INVESTMENT COUNSELORS INC	18	3	0.02%	0.03%	0.03%	Q3 2016	Q3 2023	21
Modera Wealth Management, LLC	21	21	0.06%	0.88%	2.80%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.18%	0.28%	0.37%	Q3 2018	Q3 2023	21
Colonial Trust Advisors	13	3	0.02%	0.06%	0.11%	Q1 2018	Q3 2023	21
FIRST CITIZENS BANK & TRUST CO	18	1	0.02%	0.11%	0.56%	Q4 2013	Q3 2023	21
OARSMAN CAPITAL, INC.	9	2	0.08%	0.13%	0.20%	Q2 2013	Q3 2023	21
SVA Wealth Management, LLC	11	1	0.02%	0.07%	0.26%	Q4 2013	Q4 2020	21
TD ASSET MANAGEMENT INC	21	21	0.00%	0.02%	0.26%	Q1 2015	Q1 2020	21
Starfire Investment Advisers, Inc.	11	10	0.26%	0.93%	1.78%	Q1 2015	Q2 2020	21
ATWOOD & PALMER INC	16	5	0.01%	0.04%	0.09%	Q4 2014	Q2 2023	21
Whitegate Investment Counselors, Inc.	21	21	0.06%	0.10%	0.12%	Q3 2016	Q3 2021	21
S. R. Schill & Associates	21	21	0.72%	1.57%	2.67%	Q4 2014	Q4 2019	21
BerganKDV Wealth Management, LLC	21	21	0.02%	0.04%	0.07%	Q2 2018	Q2 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.03%	0.11%	0.28%	Q3 2018	Q3 2023	21
Lindbrook Capital, LLC	20	20	0.04%	0.21%	0.40%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	2.58%	5.35%	7.11%	Q4 2018	Q3 2023	20
Hirtle Callaghan & Co LLC	20	20	0.06%	0.15%	0.29%	Q4 2018	Q3 2023	20
Old Port Advisors	18	1	0.35%	0.84%	1.08%	Q2 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.09%	0.13%	0.22%	Q4 2018	Q3 2023	20
Providence Wealth Advisors, LLC	20	20	0.45%	0.56%	0.70%	Q2 2018	Q1 2023	20
CCG WEALTH MANAGEMENT, LLC	20	20	0.94%	2.15%	4.65%	Q4 2018	Q3 2023	20
DROMS STRAUSS ADVISORS INC /MO/ /ADV	20	20	6.46%	7.49%	8.76%	Q4 2018	Q3 2023	20
Townsend & Associates, Inc	20	20	0.82%	2.18%	7.72%	Q4 2017	Q3 2022	20
Total Wealth Planning, LLC	20	20	0.79%	1.35%	1.69%	Q4 2018	Q3 2023	20
Wealthspire Advisors, LLC	20	20	0.08%	0.19%	0.46%	Q4 2018	Q3 2023	20
B. Riley Wealth Management, Inc.	8	4	0.00%	0.17%	0.35%	Q1 2014	Q2 2022	20
Archer Investment Corp	20	20	0.01%	0.08%	0.29%	Q4 2018	Q3 2023	20
Parker Investment Management, LLC	20	20	0.10%	6.92%	28.89%	Q4 2017	Q3 2022	20
Simplicity Solutions, LLC	11	1	0.02%	0.73%	7.31%	Q4 2014	Q3 2023	20
Freedom Investment Management, Inc.	20	20	0.09%	0.14%	0.26%	Q1 2013	Q4 2017	20
Great Point Wealth Advisors, LLC	20	20	0.72%	0.98%	1.40%	Q4 2018	Q3 2023	20
Brio Consultants, LLC	20	20	0.07%	0.09%	0.12%	Q4 2018	Q3 2023	20
Ferris Capital, LLC	20	20	0.19%	0.29%	1.44%	Q2 2017	Q1 2022	20
CKW FINANCIAL GROUP	19	1	0.00%	0.00%	0.01%	Q4 2013	Q2 2020	20
Guidance Point Advisors, LLC	20	20	4.69%	5.14%	5.53%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.01%	0.06%	0.11%	Q4 2017	Q4 2022	20
ELEMENT POINTE ADVISORS, LLC	20	20	1.48%	2.05%	2.40%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.19%	0.45%	0.81%	Q4 2018	Q3 2023	20
Ancora Advisors LLC	17	1	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	0.32%	0.85%	1.37%	Q4 2018	Q3 2023	20
Legacy Bridge, LLC	20	20	0.20%	0.26%	0.33%	Q4 2018	Q3 2023	20
West Coast Financial LLC	20	20	0.06%	0.15%	0.19%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.01%	0.05%	0.14%	Q4 2018	Q3 2023	20
Covenant Partners, LLC	20	20	0.10%	0.16%	0.48%	Q4 2018	Q3 2023	20
Cutter & CO Brokerage, Inc.	7	6	0.06%	0.18%	0.57%	Q3 2014	Q1 2022	20
V Wealth Advisors LLC	15	1	0.00%	0.22%	1.09%	Q1 2016	Q3 2023	20
Essex Savings Bank	20	20	0.02%	0.46%	0.66%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.24%	0.50%	0.72%	Q4 2017	Q3 2022	20
Bernardo Wealth Planning LLC	20	20	0.58%	0.85%	1.13%	Q4 2018	Q3 2023	20
Salomon & Ludwin, LLC	20	20	8.49%	13.75%	17.74%	Q4 2018	Q3 2023	20
Private Wealth Advisors, LLC	20	20	1.47%	3.18%	6.22%	Q4 2018	Q3 2023	20
THOMPSON DAVIS & CO., INC.	20	20	0.02%	0.10%	0.18%	Q4 2013	Q3 2018	20
American Financial Advisors, LLC	20	20	0.10%	0.12%	0.22%	Q4 2018	Q3 2023	20
Claro Advisors LLC	20	20	0.17%	0.29%	0.38%	Q4 2018	Q3 2023	20
Insight Wealth Strategies, LLC	20	20	0.07%	1.35%	5.41%	Q4 2018	Q3 2023	20
Next Capital Management LLC	20	20	0.49%	0.98%	2.46%	Q4 2018	Q3 2023	20
COBIZ WEALTH, LLC	19	1	0.03%	0.13%	0.37%	Q2 2013	Q2 2019	20
Vantage Investment Advisors, LLC	20	20	0.19%	0.38%	0.63%	Q4 2013	Q3 2018	20
Magnus Financial Group LLC	20	20	0.05%	0.14%	0.26%	Q4 2018	Q3 2023	20
BERKSHIRE ASSET MANAGEMENT LLC/PA	18	2	0.01%	0.06%	0.10%	Q2 2013	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	0.38%	0.59%	0.82%	Q4 2018	Q3 2023	20
Schneider Downs Wealth Management Advisors, LP	20	20	0.07%	0.17%	0.31%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.12%	0.23%	0.80%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.04%	1.37%	5.05%	Q4 2014	Q3 2019	20
Financial Engines Advisors L.L.C.	20	20	0.07%	0.10%	0.13%	Q4 2018	Q3 2023	20
BRANDYWINE OAK PRIVATE WEALTH LLC	20	20	0.04%	0.08%	0.16%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.14%	0.23%	0.40%	Q4 2015	Q3 2020	20
Bank Pictet & Cie (Europe) AG	19	1	0.04%	1.28%	4.56%	Q1 2014	Q1 2019	20
ASPIRIANT, LLC	13	1	0.01%	0.02%	0.04%	Q2 2017	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.95%	1.19%	1.65%	Q4 2018	Q3 2023	20
Leonard Rickey Investment Advisors P.L.L.C.	14	2	0.08%	0.13%	0.18%	Q4 2017	Q3 2023	20
Compton Wealth Advisory Group, LLC	20	20	0.95%	1.64%	2.57%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.29%	0.51%	0.91%	Q4 2018	Q3 2023	20
DARRELL & KING LLC	16	4	0.38%	0.71%	1.31%	Q4 2015	Q4 2020	20
Pinnacle Advisory Group, Inc.	20	20	0.02%	0.03%	0.05%	Q2 2016	Q1 2021	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.25%	0.37%	0.64%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.08%	0.12%	0.31%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.13%	4.60%	10.13%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.20%	0.62%	1.60%	Q4 2018	Q3 2023	20
Litman Gregory Wealth Management LLC	15	2	0.01%	0.05%	0.07%	Q2 2018	Q3 2023	20
Covenant Asset Management, LLC	13	7	0.05%	0.08%	0.11%	Q3 2018	Q3 2023	20
SOL Capital Management CO	20	20	0.07%	0.16%	0.23%	Q4 2018	Q3 2023	20
Tolleson Wealth Management, Inc.	20	20	0.45%	1.05%	2.16%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.14%	1.34%	2.54%	Q4 2018	Q3 2023	20
ROMAN BUTLER FULLERTON & CO	20	20	0.20%	0.89%	3.99%	Q4 2018	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.23%	1.14%	1.76%	Q4 2018	Q3 2023	20
EP Wealth Advisors, LLC	12	7	0.08%	0.20%	0.64%	Q4 2018	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.34%	0.42%	0.46%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.12%	0.29%	0.47%	Q4 2017	Q2 2022	19
Formidable Asset Management, LLC	14	1	0.08%	0.10%	0.18%	Q1 2017	Q3 2023	19
First National Bank of South Miami	19	19	0.23%	0.35%	0.51%	Q4 2018	Q2 2023	19
ROCKEFELLER FINANCIAL SERVICES INC	19	19	0.00%	0.01%	0.03%	Q2 2013	Q4 2017	19
Keel Point, LLC	19	19	0.11%	0.50%	0.99%	Q3 2018	Q1 2023	19
SII INVESTMENTS INC/WI	19	19	0.31%	1.18%	2.20%	Q2 2013	Q4 2017	19
Crescent Grove Advisors, LLC	19	19	0.04%	0.06%	0.10%	Q1 2019	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	0.72%	1.14%	1.45%	Q1 2019	Q3 2023	19
Realta Investment Advisors	19	19	0.06%	0.09%	0.13%	Q1 2019	Q3 2023	19
Simply Money Advisors	18	1	0.00%	7.11%	14.52%	Q2 2013	Q1 2018	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.02%	0.30%	0.74%	Q1 2019	Q3 2023	19
Ullmann Wealth Partners Group, LLC	14	2	0.06%	0.11%	0.17%	Q1 2017	Q3 2023	19
DAVIS R M INC	18	1	0.01%	0.01%	0.02%	Q4 2015	Q2 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.14%	0.32%	0.54%	Q1 2019	Q3 2023	19
Altium Wealth Management LLC	19	19	0.02%	0.07%	0.16%	Q4 2017	Q2 2022	19
Wealthquest Corp	14	5	0.04%	0.15%	0.40%	Q4 2018	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.36%	1.77%	3.36%	Q2 2013	Q4 2017	19
NATIONAL PLANNING CORP	19	19	0.19%	0.92%	2.42%	Q2 2013	Q4 2017	19
TSFG, LLC	19	19	0.37%	0.46%	0.62%	Q1 2019	Q3 2023	19
FIRST MERCHANTS CORP	17	2	0.20%	1.83%	2.58%	Q1 2017	Q3 2023	19
Sullivan, Bruyette, Speros & Blaney, LLC	19	19	0.02%	0.03%	0.04%	Q3 2016	Q1 2021	19
Northeast Financial Consultants Inc	19	19	0.11%	0.22%	0.28%	Q1 2019	Q3 2023	19
BOENNING & SCATTERGOOD, INC.	19	19	0.11%	0.15%	0.19%	Q2 2018	Q4 2022	19
LITTLE HOUSE CAPITAL LLC	10	9	0.16%	0.39%	0.85%	Q4 2018	Q3 2023	19
Plancorp, LLC	14	1	0.02%	0.05%	0.09%	Q3 2018	Q3 2023	19
WESTWOOD HOLDINGS GROUP INC	19	19	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	19
Western Wealth Management, LLC	11	8	1.30%	2.12%	2.89%	Q4 2018	Q3 2023	19
Rikoon Group, LLC	19	19	0.08%	0.10%	0.19%	Q3 2016	Q1 2021	19
LAKE STREET PRIVATE WEALTH, LLC	19	19	0.04%	0.26%	0.47%	Q1 2019	Q3 2023	19
Lenox Wealth Management, Inc.	19	19	0.02%	0.15%	0.34%	Q4 2015	Q2 2020	19
Weaver Consulting Group	19	19	0.10%	0.27%	0.50%	Q1 2019	Q3 2023	19
FIRST NATIONAL CORP /MA/ /ADV	14	5	0.08%	0.11%	0.14%	Q4 2018	Q3 2023	19
LifePlan Financial Group, Inc	15	4	0.00%	0.23%	0.36%	Q2 2013	Q3 2020	19
Rossmore Private Capital	19	19	0.13%	0.20%	0.28%	Q1 2019	Q3 2023	19
PAYDEN & RYGEL	19	19	0.56%	1.24%	2.38%	Q4 2018	Q2 2023	19
Balentine LLC	7	2	0.00%	0.11%	0.50%	Q2 2016	Q3 2023	19
US FINANCIAL ADVISORS, LLC	12	6	0.03%	0.34%	2.32%	Q4 2014	Q3 2023	18
Principal Street Partners, LLC	18	18	1.80%	4.64%	8.75%	Q2 2019	Q3 2023	18
COLTON GROOME FINANCIAL ADVISORS, LLC	18	18	0.23%	0.55%	1.09%	Q2 2019	Q3 2023	18
GARRISON POINT ADVISORS, LLC	14	4	0.19%	0.21%	0.23%	Q1 2019	Q3 2023	18
Polaris Wealth Advisory Group, LLC	4	1	0.00%	0.37%	0.78%	Q2 2013	Q3 2023	18
LIBERTY WEALTH MANAGEMENT LLC	16	2	0.02%	0.14%	1.02%	Q4 2018	Q3 2023	18
RPG Investment Advisory, LLC	18	18	0.00%	0.00%	0.00%	Q2 2017	Q3 2021	18
Coyle Financial Counsel LLC	18	18	0.11%	0.19%	0.26%	Q2 2019	Q3 2023	18
GAMCO INVESTORS, INC. ET AL	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	18
WealthBridge Capital Management, LLC	16	2	0.08%	0.14%	0.18%	Q4 2018	Q3 2023	18
Kistler-Tiffany Companies, LLC	12	1	0.00%	0.01%	0.02%	Q2 2014	Q2 2023	18
Edgestream Partners, L.P.	7	1	0.01%	0.15%	0.71%	Q3 2016	Q3 2023	18
TAP Consulting, LLC	17	1	0.11%	0.23%	0.53%	Q1 2019	Q3 2023	18
Argent Trust Co	14	1	0.02%	0.16%	0.50%	Q4 2015	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.03%	0.08%	Q2 2019	Q3 2023	18
Independence Advisors, LLC	18	18	3.68%	5.01%	7.33%	Q2 2016	Q3 2020	18
Meristem Family Wealth, LLC	18	18	0.10%	0.38%	0.59%	Q4 2017	Q1 2022	18
Csenge Advisory Group	14	4	0.13%	0.89%	1.72%	Q3 2017	Q3 2023	18
Darwin Wealth Management, LLC	16	1	0.07%	0.10%	0.13%	Q4 2017	Q4 2022	18
MA Private Wealth	17	1	0.23%	0.51%	1.98%	Q4 2018	Q3 2023	18
PRIVATE CAPITAL MANAGEMENT LLC	18	18	0.06%	0.15%	0.21%	Q2 2019	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.22%	0.85%	1.73%	Q2 2013	Q3 2017	18
SUMMIT FINANCIAL GROUP, INC.	18	18	0.48%	0.59%	0.74%	Q2 2019	Q3 2023	18
J. Goldman & Co LP	8	1	0.02%	0.13%	0.45%	Q4 2016	Q4 2022	18
SMITH CHAS P & ASSOCIATES PA CPAS	14	4	0.02%	0.03%	0.03%	Q1 2019	Q3 2023	18
Riverpoint Wealth Management Holdings, LLC	18	18	0.32%	1.81%	2.47%	Q2 2017	Q3 2021	18
Heritage Trust Co	18	18	0.07%	0.26%	0.73%	Q2 2019	Q3 2023	18
Cooper Financial Group	14	2	0.05%	0.18%	0.42%	Q4 2018	Q3 2023	18
Truvestments Capital LLC	18	18	0.10%	0.20%	0.32%	Q2 2019	Q3 2023	18
Rice Partnership, LLC	18	18	0.01%	0.02%	0.02%	Q2 2019	Q3 2023	18
FundX Investment Group, LLC	10	2	0.07%	6.80%	21.83%	Q4 2014	Q4 2021	18
Fusion Family Wealth LLC	18	18	0.00%	0.01%	0.05%	Q4 2016	Q1 2021	18
RAY GERALD L & ASSOCIATES LTD	18	18	0.10%	0.21%	0.47%	Q2 2013	Q3 2017	18
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	18	18	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	18
TD Ameritrade Trust Co	18	18	1.91%	6.86%	8.87%	Q2 2013	Q3 2017	18
Hall Kathryn A.	18	18	0.31%	0.42%	0.61%	Q2 2019	Q3 2023	18
Dorsey & Whitney Trust CO LLC	15	3	0.06%	0.26%	0.40%	Q3 2014	Q3 2023	18
WBH ADVISORY INC	12	1	0.05%	0.15%	0.39%	Q2 2017	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.54%	0.62%	0.78%	Q2 2013	Q3 2017	18
WINTRUST INVESTMENTS LLC	11	1	0.05%	0.10%	0.19%	Q4 2018	Q3 2023	18
WOLVERINE ASSET MANAGEMENT LLC	15	15	0.00%	0.07%	0.41%	Q4 2015	Q2 2019	18
Rex Capital Advisors, LLC	14	1	0.12%	0.21%	0.26%	Q3 2016	Q1 2022	18
Lenox Wealth Advisors, LLC	16	1	0.00%	0.04%	0.07%	Q1 2016	Q1 2021	18
Asset Planning Services, Ltd.	18	18	0.01%	0.02%	0.02%	Q2 2015	Q3 2019	18
FIFTH THIRD SECURITIES, INC.	8	1	0.89%	1.93%	3.55%	Q1 2016	Q3 2023	18
CNB Bank	17	1	0.00%	0.37%	0.46%	Q1 2019	Q3 2023	18
1st Global Advisors, Inc.	17	17	0.18%	0.23%	0.26%	Q2 2013	Q2 2017	17
SMITH SHELLNUT WILSON LLC /ADV	17	17	0.14%	0.32%	1.10%	Q1 2019	Q1 2023	17
DT Investment Partners, LLC	17	17	0.03%	1.19%	1.59%	Q3 2019	Q3 2023	17
GABLES CAPITAL MANAGEMENT INC.	17	17	0.38%	1.57%	2.00%	Q3 2019	Q3 2023	17
PRUDENTIAL PLC	9	2	0.00%	0.12%	0.67%	Q4 2016	Q3 2023	17
Hotaling Investment Management, LLC	17	17	0.43%	0.59%	0.74%	Q4 2018	Q4 2022	17
Personal Capital Advisors Corp	17	17	0.00%	0.00%	0.01%	Q4 2018	Q4 2022	17
FIRST NATIONAL BANK OF OMAHA	13	4	0.01%	0.02%	0.05%	Q3 2016	Q4 2020	17
Narwhal Capital Management	17	17	0.44%	0.65%	1.49%	Q3 2019	Q3 2023	17
Titus Wealth Management	17	17	0.19%	0.26%	0.35%	Q2 2018	Q2 2022	17
WT Wealth Management	17	17	0.14%	0.17%	0.23%	Q3 2019	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.10%	0.26%	0.50%	Q3 2019	Q3 2023	17
NewFocus Financial Group, LLC	17	17	0.10%	0.32%	0.48%	Q4 2016	Q4 2020	17
Dana Investment Advisors, Inc.	15	2	0.01%	0.02%	0.04%	Q1 2019	Q3 2023	17
SCOTIA CAPITAL INC.	17	17	0.01%	0.01%	0.03%	Q3 2019	Q3 2023	17
Ausdal Financial Partners, Inc.	12	1	0.03%	0.18%	0.54%	Q4 2015	Q3 2023	17
Moors & Cabot, Inc.	7	1	0.01%	0.02%	0.04%	Q1 2016	Q4 2022	17
StrategIQ Financial Group, LLC	17	17	0.09%	0.15%	0.20%	Q3 2019	Q3 2023	17
Meridian Wealth Advisors, LLC	17	17	0.37%	0.49%	0.95%	Q3 2019	Q3 2023	17
Allred Capital Management, LLC	17	17	0.13%	1.55%	2.88%	Q4 2018	Q4 2022	17
Capital Planning Advisors, LLC	17	17	0.14%	0.20%	0.24%	Q3 2019	Q3 2023	17
Summit Financial Wealth Advisors, LLC	7	1	0.10%	0.12%	0.22%	Q4 2015	Q3 2023	17
BREWIN DOLPHIN LTD	17	17	0.00%	0.00%	0.01%	Q3 2017	Q3 2021	17
WFG Advisors, LP	17	17	0.00%	0.04%	0.11%	Q2 2013	Q2 2017	17
GUARDIAN CAPITAL ADVISORS LP	11	1	0.09%	0.24%	0.53%	Q3 2013	Q3 2018	17
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	16	16	0.15%	0.19%	0.21%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	0.27%	0.42%	0.50%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.77%	2.71%	4.82%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	1.19%	1.53%	2.04%	Q4 2019	Q3 2023	16
Argent Advisors, Inc.	16	16	0.38%	0.61%	0.84%	Q4 2019	Q3 2023	16
Aurora Private Wealth, Inc.	16	16	0.20%	0.35%	0.64%	Q4 2019	Q3 2023	16
Powell Investment Advisors, LLC	16	16	8.90%	11.21%	13.22%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.03%	0.04%	0.05%	Q4 2019	Q3 2023	16
Berman Capital Advisors, LLC	16	16	0.16%	0.22%	0.34%	Q4 2017	Q3 2021	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	1	0.10%	0.35%	0.67%	Q4 2018	Q3 2023	16
Blue Zone Wealth Advisors, LLC	16	16	4.15%	6.84%	9.02%	Q4 2019	Q3 2023	16
FIRST COMMONWEALTH FINANCIAL CORP /PA/	16	16	0.11%	0.83%	1.46%	Q4 2019	Q3 2023	16
Carl P. Sherr & Co., LLC	16	16	5.73%	7.28%	8.75%	Q4 2019	Q3 2023	16
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16	16	0.01%	0.03%	0.12%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.02%	0.05%	0.11%	Q4 2019	Q3 2023	16
EPG Wealth Management LLC	16	16	2.43%	3.83%	6.97%	Q4 2019	Q3 2023	16
Continuum Advisory, LLC	10	1	0.04%	0.13%	0.21%	Q2 2018	Q3 2023	16
PSI Advisors, LLC	16	16	0.09%	0.86%	1.58%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.01%	0.01%	0.02%	Q3 2019	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.19%	0.24%	0.31%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.20%	0.30%	0.47%	Q4 2019	Q3 2023	16
Avalon Investment & Advisory	15	1	0.01%	0.09%	0.14%	Q1 2019	Q1 2023	16
Merit Financial Group, LLC	16	16	0.02%	0.21%	0.41%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	2.62%	3.83%	5.00%	Q4 2019	Q3 2023	16
Fusion Capital, LLC	16	16	0.21%	0.40%	0.70%	Q4 2019	Q3 2023	16
HOWARD WEALTH MANAGEMENT, LLC	16	16	1.30%	1.71%	2.46%	Q4 2019	Q3 2023	16
Barber Financial Group, Inc.	11	1	0.17%	2.37%	10.27%	Q3 2017	Q1 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.01%	0.02%	0.16%	Q4 2019	Q3 2023	16
Curtis Advisory Group, LLC	16	16	0.12%	0.16%	0.20%	Q4 2019	Q3 2023	16
CAMG Solamere Management, LLC	16	16	0.12%	0.17%	0.24%	Q4 2017	Q3 2021	16
Element Wealth, LLC	16	16	0.02%	0.53%	2.06%	Q4 2019	Q3 2023	16
TFO Wealth Partners, LLC	16	16	0.00%	0.18%	0.51%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.09%	0.13%	0.17%	Q4 2019	Q3 2023	16
McNaughton Wealth Management, LLC	16	16	0.56%	0.66%	0.82%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	0.14%	0.21%	0.46%	Q4 2019	Q3 2023	16
LifeSteps Financial, Inc.	16	16	0.58%	0.70%	0.82%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.03%	0.07%	0.12%	Q4 2019	Q3 2023	16
FLPUTNAM INVESTMENT MANAGEMENT CO	16	16	0.03%	0.05%	0.08%	Q4 2019	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	0.22%	2.36%	5.06%	Q4 2019	Q3 2023	16
Carmichael Hill & Associates, Inc.	16	16	0.06%	0.07%	0.08%	Q4 2019	Q3 2023	16
Halpern Financial, Inc.	16	16	5.69%	7.57%	10.14%	Q4 2019	Q3 2023	16
FULTON BANK, N.A.	15	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2023	16
Orion Portfolio Solutions, LLC	16	16	0.01%	0.19%	2.62%	Q4 2019	Q3 2023	16
Marks Group Wealth Management, Inc	16	16	0.14%	0.16%	0.17%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.12%	0.20%	0.35%	Q4 2019	Q3 2023	16
Provident Wealth Management, LLC	16	16	0.01%	0.03%	0.06%	Q4 2019	Q3 2023	16
B & T Capital Management DBA Alpha Capital Management	16	16	0.07%	0.09%	0.12%	Q4 2019	Q3 2023	16
WASHINGTON TRUST Co	15	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	16
HILLTOP WEALTH ADVISORS, LLC	16	16	2.35%	13.99%	23.53%	Q4 2019	Q3 2023	16
Concert Wealth Management Inc.	11	5	0.05%	0.25%	1.42%	Q2 2013	Q2 2017	16
MOTCO	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
Mattern Wealth Management LLC	16	16	0.59%	1.81%	5.00%	Q4 2019	Q3 2023	16
Patten Group, Inc.	15	1	0.03%	0.05%	0.06%	Q4 2014	Q4 2018	16
Atlas Private Wealth Management, LLC	16	16	1.58%	3.70%	30.01%	Q4 2019	Q3 2023	16
Bison Wealth, LLC	14	2	0.02%	0.15%	0.21%	Q1 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.12%	0.64%	1.51%	Q4 2019	Q3 2023	16
Adaptive Financial Consulting, LLC	16	16	6.51%	7.47%	8.57%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.03%	0.09%	0.15%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.23%	0.66%	1.26%	Q4 2019	Q3 2023	16
F3Logic, LLC	14	2	0.20%	1.14%	1.76%	Q1 2018	Q1 2022	16
BOSTON ADVISORS LLC	16	16	0.01%	0.02%	0.03%	Q4 2015	Q3 2019	16
XML Financial, LLC	16	16	0.38%	0.63%	1.03%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.01%	0.03%	0.05%	Q4 2019	Q3 2023	16
RPg Family Wealth Advisory, LLC	11	1	0.02%	0.28%	0.82%	Q4 2015	Q1 2022	16
CVA Family Office, LLC	16	16	0.07%	0.19%	0.30%	Q4 2019	Q3 2023	16
SUNFLOWER BANK, NA WEALTH MANAGEMENT	16	16	0.08%	0.15%	0.79%	Q4 2016	Q3 2020	16
Diversified Trust Co	16	16	0.01%	0.02%	0.03%	Q1 2020	Q4 2023	16
GUGGENHEIM CAPITAL LLC	15	1	0.00%	0.09%	0.21%	Q2 2013	Q1 2020	16
Beacon Financial Advisory LLC	16	16	0.34%	0.81%	1.11%	Q4 2019	Q3 2023	16
AMG National Trust Bank	15	1	0.01%	0.09%	0.12%	Q3 2019	Q3 2023	16
Harborview Advisors, LLC	16	16	0.84%	1.19%	1.48%	Q4 2017	Q3 2021	16
Core Wealth Advisors, Inc.	16	16	0.03%	1.24%	6.25%	Q4 2019	Q3 2023	16
Beaumont Financial Partners, LLC	10	2	0.02%	0.04%	0.06%	Q2 2018	Q3 2022	16
R. W. Roge & Company, Inc.	16	16	0.80%	1.63%	3.08%	Q4 2019	Q3 2023	16
Blue Chip Partners, LLC	16	16	0.03%	0.08%	0.18%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.30%	0.39%	0.90%	Q4 2019	Q3 2023	16
Wealth Alliance	16	16	0.04%	0.91%	2.24%	Q4 2019	Q3 2023	16
Private Ocean, LLC	16	16	0.01%	0.05%	0.09%	Q4 2019	Q3 2023	16
PEDDOCK CAPITAL ADVISORS, LLC	14	1	0.03%	0.11%	0.16%	Q3 2016	Q4 2020	15
Graypoint LLC	15	15	0.92%	1.65%	3.11%	Q1 2020	Q3 2023	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	0.50%	0.90%	1.43%	Q4 2019	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.33%	0.58%	1.11%	Q1 2020	Q3 2023	15
Petix & Botte Co	12	3	0.16%	0.18%	0.20%	Q4 2019	Q3 2023	15
Moloney Securities Asset Management, LLC	13	1	0.04%	0.18%	0.29%	Q4 2016	Q3 2023	15
Sonora Investment Management, LLC	15	15	0.01%	0.02%	0.02%	Q1 2018	Q3 2021	15
Vestmark Advisory Solutions, Inc.	14	1	0.01%	0.03%	0.06%	Q3 2019	Q2 2023	15
BlackRock Investment Management, LLC	15	15	0.00%	0.01%	0.04%	Q2 2013	Q4 2016	15
Welch Group, LLC	15	15	0.02%	0.03%	0.03%	Q1 2020	Q3 2023	15
Freestone Capital Holdings, LLC	15	15	0.01%	0.03%	0.04%	Q1 2020	Q3 2023	15
Wellspring Financial Advisors, LLC	15	15	2.06%	2.63%	3.26%	Q1 2020	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	3.65%	6.85%	8.97%	Q4 2019	Q3 2023	15
HIGHLAND CAPITAL MANAGEMENT, LLC	13	2	0.01%	0.01%	0.02%	Q2 2015	Q3 2023	15
Ellenbecker Investment Group	14	1	0.06%	0.08%	0.11%	Q4 2019	Q3 2023	15
Nicholas Hoffman & Company, LLC.	14	1	0.01%	0.04%	0.06%	Q4 2019	Q3 2023	15
Stratos Wealth Advisors, LLC	8	1	0.03%	0.17%	0.33%	Q4 2018	Q3 2023	15
PrairieView Partners, LLC	15	15	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	15
Karp Capital Management Corp	13	1	0.04%	0.08%	0.15%	Q4 2014	Q4 2021	15
Risk Paradigm Group, LLC	11	4	0.01%	0.95%	3.22%	Q1 2015	Q4 2018	15
Retirement Group, LLC	14	1	0.02%	0.05%	0.06%	Q4 2019	Q3 2023	15
TRUEFG, LLC	14	1	0.12%	0.15%	0.18%	Q4 2019	Q3 2023	15
Ironwood Investment Counsel, LLC	14	1	0.04%	0.11%	0.14%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.26%	1.02%	1.57%	Q2 2016	Q4 2019	15
EDMOND DE ROTHSCHILD HOLDING S.A.	15	15	0.00%	0.00%	0.00%	Q2 2015	Q4 2018	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.09%	0.17%	0.24%	Q1 2020	Q3 2023	15
PACIFIC SUN FINANCIAL CORP	6	1	0.47%	0.56%	0.68%	Q1 2018	Q2 2023	15
CWS Financial Advisors, LLC	8	7	0.16%	0.20%	0.27%	Q4 2019	Q3 2023	15
Blankinship & Foster, LLC	15	15	0.42%	0.76%	1.00%	Q1 2020	Q3 2023	15
Cypress Wealth Services, LLC	13	2	0.06%	0.19%	0.83%	Q2 2018	Q3 2023	15
IEQ CAPITAL, LLC	11	4	0.02%	0.09%	0.19%	Q4 2019	Q3 2023	15
SCS Capital Management LLC	15	15	0.68%	1.02%	1.64%	Q1 2020	Q3 2023	15
Capital Square, LLC	15	15	0.72%	0.81%	0.95%	Q4 2019	Q2 2023	15
Peninsula Wealth, LLC	15	15	0.32%	1.53%	1.96%	Q1 2020	Q3 2023	15
Faithward Advisors, LLC	11	4	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.09%	0.22%	0.43%	Q2 2013	Q4 2016	15
FIDUCIARY TRUST CO	15	15	0.01%	0.01%	0.02%	Q1 2020	Q3 2023	15
Relative Value Partners Group, LLC	6	2	0.02%	0.02%	0.03%	Q2 2017	Q1 2022	15
ADIRONDACK TRUST CO	15	15	0.00%	0.01%	0.02%	Q1 2017	Q3 2020	15
L & S Advisors Inc	5	1	0.03%	0.06%	0.10%	Q3 2017	Q3 2023	15
MONETARY MANAGEMENT GROUP INC	15	15	0.07%	0.08%	0.09%	Q1 2020	Q3 2023	15
Williams Jones Wealth Management, LLC.	13	2	0.00%	0.01%	0.01%	Q3 2019	Q3 2023	15
Financial Advisors Network, Inc.	11	1	0.11%	1.14%	2.37%	Q2 2019	Q3 2023	15
Summit Asset Management, LLC	14	1	0.09%	0.10%	0.11%	Q4 2019	Q3 2023	15
Visionary Wealth Advisors	13	2	0.03%	0.43%	1.02%	Q4 2019	Q3 2023	15
Leelyn Smith, LLC	15	15	0.00%	0.06%	0.08%	Q1 2020	Q3 2023	15
Verity Asset Management, Inc.	8	1	0.16%	0.34%	0.79%	Q3 2017	Q3 2023	15
Eudaimonia Partners, LLC	8	7	0.14%	0.34%	0.60%	Q4 2019	Q3 2023	15
Jaffetilchin Investment Partners, LLC	9	2	0.02%	0.19%	0.53%	Q1 2017	Q4 2021	15
HHM Wealth Advisors, LLC	15	15	0.03%	0.07%	0.14%	Q1 2020	Q3 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.06%	0.43%	0.82%	Q4 2019	Q3 2023	15
McKinley Carter Wealth Services, Inc.	12	1	0.01%	0.07%	0.13%	Q1 2018	Q3 2023	14
Lehman & Derafelo Financial Resources LLC	12	2	0.00%	0.01%	0.02%	Q4 2018	Q3 2022	14
EWG Elevate Inc.	10	4	0.09%	1.24%	2.68%	Q4 2019	Q3 2023	14
TrinityPoint Wealth, LLC	14	14	0.07%	0.08%	0.10%	Q2 2020	Q3 2023	14
Outlook Wealth Advisors, LLC	14	14	0.24%	0.87%	1.64%	Q2 2019	Q3 2022	14
IBERIABANK CORP	14	14	0.15%	0.22%	0.30%	Q1 2017	Q2 2020	14
TOTAL INVESTMENT MANAGEMENT INC	12	1	0.21%	0.28%	0.42%	Q4 2016	Q1 2021	14
TEXAS CAPITAL BANCSHARES INC/TX	8	1	0.11%	3.79%	6.48%	Q4 2018	Q3 2023	14
MIDDLETON & CO INC/MA	14	14	0.04%	0.05%	0.06%	Q2 2020	Q3 2023	14
KCM INVESTMENT ADVISORS LLC	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
TOCQUEVILLE ASSET MANAGEMENT L.P.	13	1	0.00%	0.00%	0.01%	Q2 2014	Q4 2019	14
WOODMONT INVESTMENT COUNSEL LLC	12	2	0.03%	0.05%	0.11%	Q2 2016	Q3 2023	14
SHINE INVESTMENT ADVISORY SERVICES INC	14	14	0.05%	0.07%	0.09%	Q2 2017	Q3 2020	14
First Financial Bank - Trust Division	13	1	0.05%	0.90%	1.25%	Q1 2014	Q4 2023	14
J.W. COLE ADVISORS, INC.	8	1	0.18%	0.83%	1.34%	Q4 2019	Q3 2023	14
Capital Investment Counsel, Inc	11	1	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	14
CIBC WORLD MARKET INC.	3	1	0.00%	0.01%	0.01%	Q1 2014	Q2 2022	14
TCTC Holdings, LLC	14	14	0.00%	0.01%	0.01%	Q2 2020	Q3 2023	14
JOYN Advisors, Inc.	5	2	0.02%	0.08%	0.34%	Q2 2013	Q4 2018	14
KELLEHER FINANCIAL ADVISORS	6	3	0.29%	0.38%	0.45%	Q4 2019	Q3 2023	14
PATHSTONE FAMILY OFFICE, LLC	8	6	0.00%	0.02%	0.15%	Q1 2019	Q3 2023	14
Day & Ennis, LLC	13	1	0.44%	0.83%	1.34%	Q4 2015	Q3 2023	14
EXENCIAL WEALTH ADVISORS, LLC	8	6	0.01%	0.10%	0.28%	Q1 2020	Q3 2023	14
Covenant Multifamily Offices, LLC	13	1	0.08%	0.99%	3.88%	Q4 2013	Q3 2021	14
Financial Insights, Inc.	12	1	0.13%	0.21%	0.29%	Q4 2019	Q3 2023	14
Venturi Wealth Management, LLC	8	3	0.00%	0.06%	0.12%	Q1 2017	Q3 2023	14
Praetorian Wealth Management, Inc.	14	14	11.24%	12.47%	14.51%	Q2 2020	Q3 2023	14
CWA Asset Management Group, LLC	8	1	0.02%	0.04%	0.06%	Q3 2018	Q3 2023	14
Paragon Wealth Strategies, LLC	13	1	0.01%	7.60%	10.69%	Q4 2016	Q2 2021	14
Meridian Wealth Management, LLC	13	1	0.01%	0.35%	0.65%	Q2 2019	Q3 2023	14
TL Private Wealth	13	1	0.15%	0.27%	0.36%	Q4 2019	Q3 2023	14
BALDWIN BROTHERS LLC/MA	14	14	0.00%	0.00%	0.00%	Q1 2019	Q2 2022	14
Soltis Investment Advisors LLC	14	14	0.15%	0.61%	1.97%	Q2 2020	Q3 2023	14
JSF Financial, LLC	14	14	0.12%	0.51%	1.14%	Q4 2018	Q1 2022	14
Key FInancial Inc	13	1	0.10%	0.34%	0.61%	Q1 2020	Q3 2023	14
Icon Wealth Partners, LLC	6	3	0.02%	0.31%	1.03%	Q4 2017	Q3 2023	14
Apella Capital, LLC	11	3	0.02%	0.05%	0.10%	Q2 2020	Q4 2023	14
Single Point Partners, LLC	7	1	0.14%	0.26%	0.75%	Q4 2019	Q3 2023	14
LPWM LLC	14	14	0.32%	0.47%	0.65%	Q2 2020	Q3 2023	14
Claraphi Advisory Network, LLC	14	14	0.07%	0.37%	3.63%	Q2 2019	Q3 2022	14
Global Trust Asset Management, LLC	14	14	0.01%	0.11%	0.20%	Q4 2017	Q1 2021	14
VIRIDIAN RIA, LLC	11	1	0.10%	0.21%	0.28%	Q1 2018	Q1 2022	14
Principle Wealth Partners LLC	14	14	0.03%	0.05%	0.09%	Q2 2020	Q3 2023	14
MinichMacGregor Wealth Management, LLC	13	1	0.01%	0.05%	0.20%	Q4 2015	Q4 2022	14
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.28%	0.38%	0.43%	Q4 2018	Q4 2021	13
Gerber Kawasaki Wealth & Investment Management	12	1	0.00%	0.03%	0.06%	Q3 2018	Q3 2023	13
Westside Investment Management, Inc.	8	1	0.00%	0.03%	0.08%	Q1 2017	Q3 2023	13
Epstein & White Financial LLC	13	13	0.26%	4.86%	21.22%	Q2 2018	Q2 2021	13
Stegner Investment Associates Inc.	13	13	34.48%	38.86%	42.06%	Q3 2020	Q3 2023	13
Domani Wealth, LLC	13	13	0.25%	0.37%	0.51%	Q1 2020	Q1 2023	13
Hayden Royal, LLC	13	13	0.32%	1.09%	4.18%	Q4 2018	Q4 2021	13
Good Life Advisors, LLC	7	1	0.03%	0.07%	0.12%	Q4 2016	Q1 2022	13
Apollon Wealth Management, LLC	11	1	0.04%	0.36%	0.61%	Q2 2019	Q3 2023	13
Laffer Tengler Investments, Inc.	9	4	0.17%	0.23%	0.32%	Q2 2020	Q3 2023	13
FIRSTMERIT BANK N A TRUSTEE	13	13	2.77%	3.09%	3.49%	Q2 2013	Q2 2016	13
WILLIAMS JONES & ASSOCIATES LLC	7	1	0.00%	0.01%	0.01%	Q2 2013	Q2 2019	13
Independence Wealth Advisors, Inc.	13	13	6.22%	10.87%	26.36%	Q4 2017	Q4 2020	13
Schoolcraft Capital LLC	11	2	0.08%	0.14%	0.37%	Q3 2019	Q3 2023	13
Delta Investment Management, LLC	8	1	0.06%	1.10%	3.65%	Q4 2018	Q3 2023	13
HARVEST GROUP WEALTH MANAGEMENT, LLC	6	2	0.02%	0.45%	2.77%	Q3 2019	Q1 2023	13
TIEDEMANN TRUST CO	13	13	3.30%	9.99%	13.06%	Q2 2013	Q2 2016	13
Cascade Investment Advisors, Inc.	13	13	0.05%	0.07%	0.10%	Q4 2018	Q4 2021	13
ARVEST TRUST CO N A	8	5	0.66%	2.21%	4.07%	Q2 2013	Q3 2023	13
Kovitz Investment Group Partners, LLC	13	13	0.29%	0.35%	0.40%	Q1 2020	Q1 2023	13
Trellis Advisors, LLC	13	13	0.29%	0.32%	0.34%	Q4 2017	Q4 2020	13
Wharton Business Group, LLC	8	5	0.02%	0.02%	0.02%	Q2 2020	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.14%	0.21%	0.40%	Q3 2020	Q3 2023	13
AlphaMark Advisors, LLC	8	2	0.00%	0.03%	0.06%	Q2 2013	Q3 2023	13
KANALY TRUST CO	13	13	0.01%	0.05%	0.19%	Q4 2013	Q4 2016	13
TRANSCEND CAPITAL ADVISORS, LLC	12	1	0.04%	0.06%	0.16%	Q1 2020	Q3 2023	13
Providence Capital Advisors, LLC	13	13	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	13
Independence Bank of Kentucky	13	13	0.02%	0.02%	0.02%	Q3 2020	Q3 2023	13
Wealthstreet Investment Advisors, LLC	11	2	0.13%	0.25%	0.51%	Q4 2017	Q1 2021	13
Financial Management Professionals, Inc.	7	1	0.00%	1.35%	2.12%	Q1 2015	Q1 2020	13
Personal Wealth Partners	13	13	3.92%	4.54%	5.84%	Q1 2019	Q1 2022	13
Bogart Wealth, LLC	11	2	0.00%	0.02%	0.04%	Q3 2017	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.04%	0.11%	0.23%	Q3 2020	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.01%	0.02%	0.04%	Q3 2020	Q3 2023	13
Avion Wealth	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
Qube Research & Technologies Ltd	9	2	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	13
RELIANCE TRUST CO OF DELAWARE	9	4	0.03%	0.09%	0.18%	Q1 2014	Q3 2018	13
Renaissance Technologies	3	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	13
Wealth Quarterback LLC	5	1	0.15%	0.92%	2.23%	Q1 1987	Q2 2023	13
ARROW FINANCIAL CORP	13	13	0.00%	0.01%	0.02%	Q4 2015	Q4 2018	13
ARBOR TRUST WEALTH ADVISORS, LLC	13	13	0.14%	0.16%	0.18%	Q3 2020	Q3 2023	13
Cornerstone Wealth Group, LLC	13	13	0.10%	0.50%	1.73%	Q1 2019	Q1 2022	13
Investors Capital Advisory Services	13	13	0.08%	0.10%	0.13%	Q2 2013	Q2 2016	13
Oxler Private Wealth LLC	12	12	0.04%	0.20%	0.24%	Q4 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.08%	0.59%	0.92%	Q2 2013	Q2 2016	13
TWO SIGMA SECURITIES, LLC	2	1	0.00%	0.10%	0.78%	Q4 2016	Q2 2023	13
TRADITION CAPITAL MANAGEMENT LLC	13	13	0.21%	0.24%	0.28%	Q1 2016	Q1 2019	13
UBS ASSET MANAGEMENT AMERICAS INC	12	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2019	13
YHB Investment Advisors, Inc.	13	13	0.71%	0.76%	0.84%	Q3 2020	Q3 2023	13
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	13	13	0.17%	0.72%	1.10%	Q2 2016	Q2 2019	13
OXFORD FINANCIAL GROUP, LTD. LLC	13	13	0.06%	0.30%	0.63%	Q3 2020	Q3 2023	13
WESPAC Advisors, LLC	7	2	0.38%	1.07%	2.79%	Q1 2017	Q4 2021	13
Cable Hill Partners, LLC	10	3	0.00%	0.00%	0.01%	Q4 2014	Q1 2019	13
MIRSKY FINANCIAL MANAGEMENT CORP.	13	13	5.84%	7.12%	9.29%	Q4 2018	Q4 2021	13
Affiance Financial, LLC	13	13	0.00%	0.01%	0.01%	Q4 2019	Q4 2022	13
Kestra Advisory Services, LLC	13	13	0.17%	0.26%	0.42%	Q3 2020	Q3 2023	13
WEDBUSH SECURITIES INC	9	1	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	12
CX Institutional	6	6	0.00%	0.20%	0.57%	Q2 2020	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.03%	0.03%	0.03%	Q4 2020	Q3 2023	12
Laurel Wealth Planning LLC	12	12	2.44%	3.77%	5.27%	Q4 2020	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	0.54%	0.64%	0.78%	Q4 2020	Q3 2023	12
Fountainhead AM, LLC	12	12	0.32%	0.38%	0.46%	Q4 2020	Q3 2023	12
HHG & Company, LLC	12	12	0.68%	1.04%	1.38%	Q2 2013	Q1 2016	12
Renasant Bank	12	12	2.29%	3.18%	4.16%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	12
Cordasco Financial Network	9	3	0.01%	0.01%	0.02%	Q3 2014	Q2 2020	12
Alta Wealth Advisors LLC	12	12	0.40%	0.60%	0.82%	Q4 2020	Q3 2023	12
Wescott Financial Advisory Group, LLC	12	12	0.50%	0.76%	1.12%	Q4 2020	Q3 2023	12
Sabal Trust CO	12	12	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	12
Curated Wealth Partners LLC	12	12	0.14%	0.57%	1.10%	Q4 2020	Q3 2023	12
New Potomac Partners, LLC	12	12	0.01%	0.02%	0.02%	Q4 2017	Q3 2020	12
MCDONALD PARTNERS LLC	12	12	0.01%	0.08%	0.09%	Q4 2020	Q3 2023	12
Advisors Capital Management, LLC	12	12	0.01%	0.02%	0.04%	Q4 2020	Q3 2023	12
tru Independence LLC	9	1	0.06%	0.15%	0.22%	Q4 2019	Q3 2023	12
Carolina Wealth Advisors, LLC	12	12	0.04%	0.04%	0.05%	Q4 2020	Q3 2023	12
RESOURCES MANAGEMENT CORP /CT/ /ADV	12	12	0.00%	0.02%	0.03%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.09%	0.18%	0.28%	Q4 2018	Q3 2021	12
Venture Visionary Partners LLC	12	12	0.06%	0.08%	0.10%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.03%	0.05%	0.08%	Q4 2020	Q3 2023	12
InterOcean Capital Group, LLC	12	12	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	12
Arlington Partners LLC	12	12	0.04%	0.16%	0.38%	Q1 2019	Q4 2021	12
Wagner Wealth Management, LLC	12	12	0.01%	0.02%	0.05%	Q4 2020	Q3 2023	12
Capital Directions Investment Advisors, LLC	5	1	0.00%	0.03%	0.04%	Q4 2016	Q4 2022	12
Gradient Capital Advisors, LLC	12	12	0.10%	0.13%	0.15%	Q4 2020	Q3 2023	12
John W. Brooker & Co., CPAs	12	12	0.01%	0.02%	0.02%	Q4 2019	Q3 2022	12
FIRST AMERICAN TRUST, FSB	6	1	0.03%	0.05%	0.09%	Q2 2015	Q3 2023	12
Ironwood Wealth Management, LLC.	11	1	0.00%	0.00%	0.01%	Q3 2017	Q4 2020	12
SIMPLEX TRADING, LLC	4	1	0.00%	0.01%	0.06%	Q4 2014	Q3 2022	12
Virtu KCG Holdings LLC	11	1	0.00%	0.02%	0.05%	Q3 2013	Q2 2017	12
Kerntke Otto McGlone Wealth Management Group	9	3	0.19%	1.36%	2.52%	Q4 2019	Q4 2022	12
Oxinas Partners Wealth Management LLC	12	12	0.71%	0.83%	1.34%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	1.47%	7.83%	14.34%	Q4 2020	Q3 2023	12
Spectrum Management Group, LLC	12	12	0.10%	0.68%	1.51%	Q4 2019	Q3 2022	12
Legacy Wealth Planning, LLC	12	12	0.76%	1.49%	3.26%	Q4 2019	Q3 2022	12
New England Investment & Retirement Group, Inc.	12	12	0.06%	2.75%	10.18%	Q2 2017	Q1 2020	12
DB Wealth Management Group, LLC	12	12	0.01%	0.01%	0.04%	Q4 2020	Q3 2023	12
N.E.W. Advisory Services LLC	12	12	0.05%	0.14%	0.38%	Q4 2020	Q3 2023	12
Oakwell Private Wealth Management, LLC	12	12	0.16%	0.21%	0.27%	Q4 2020	Q3 2023	12
Camarda Financial Advisors, LLC	6	1	0.00%	3.04%	11.50%	Q4 2013	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.01%	0.10%	0.24%	Q2 2013	Q1 2016	12
1776 Wealth LLC	10	2	0.11%	0.14%	0.17%	Q4 2019	Q3 2023	12
MATTERN CAPITAL MANAGEMENT, LLC	12	12	0.14%	0.20%	0.23%	Q4 2020	Q3 2023	12
4J Wealth Management LLC	12	12	0.67%	0.89%	1.12%	Q4 2020	Q3 2023	12
Oak Harvest Investment Services	12	12	0.06%	0.07%	0.10%	Q4 2020	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	5.02%	5.83%	6.42%	Q4 2020	Q3 2023	12
Journey Advisory Group, LLC	12	12	0.07%	0.18%	0.26%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.04%	0.07%	0.15%	Q4 2020	Q3 2023	12
Signature Wealth Management Partners, LLC	12	12	3.50%	4.54%	6.34%	Q4 2020	Q3 2023	12
Madison Wealth Partners, Inc	12	12	0.22%	0.25%	0.27%	Q4 2020	Q3 2023	12
KWB Wealth	12	12	0.11%	0.13%	0.14%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	1.82%	2.92%	3.67%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.34%	0.55%	0.81%	Q4 2020	Q3 2023	12
Clearview Wealth Advisors LLC	12	12	0.07%	0.11%	0.40%	Q4 2020	Q3 2023	12
TODD ASSET MANAGEMENT LLC	12	12	0.41%	0.48%	0.60%	Q2 2013	Q1 2016	12
Bellwether Advisors, LLC	12	12	0.29%	0.53%	0.84%	Q4 2020	Q3 2023	12
Center For Asset Management LLC	12	12	0.21%	0.24%	0.27%	Q4 2020	Q3 2023	12
Klaas Financial Asset Advisors, LLC	12	12	0.42%	0.91%	1.76%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.23%	0.35%	0.42%	Q4 2020	Q3 2023	12
Sandbox Financial Partners, LLC	12	12	0.52%	0.83%	1.28%	Q4 2020	Q3 2023	12
ShoreHaven Wealth Partners, LLC	12	12	8.47%	11.07%	13.85%	Q4 2020	Q3 2023	12
FIRST FOUNDATION ADVISORS	10	1	0.01%	0.02%	0.04%	Q2 2020	Q3 2023	12
Capital Asset Advisory Services LLC	12	12	0.01%	0.03%	0.04%	Q4 2019	Q3 2022	12
COREPATH WEALTH PARTNERS LLC	12	12	0.23%	0.31%	0.45%	Q4 2020	Q3 2023	12
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	12	12	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.07%	0.13%	0.29%	Q4 2020	Q3 2023	12
Sunflower Bank, N.A.	12	12	0.06%	0.08%	0.09%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	2.02%	2.29%	2.48%	Q4 2020	Q3 2023	12
RHUMBLINE ADVISERS	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
NICOLET ADVISORY SERVICES, LLC	4	1	0.03%	0.10%	0.33%	Q1 2019	Q3 2023	12
Round Rock Advisors, LLC	12	12	0.75%	1.19%	2.05%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.07%	0.11%	0.21%	Q4 2020	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.04%	0.05%	0.08%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.02%	0.07%	0.16%	Q4 2020	Q3 2023	12
Quad-Cities Investment Group, LLC	9	3	0.15%	0.18%	0.24%	Q2 2019	Q3 2022	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	7.72%	8.66%	12.77%	Q4 2020	Q3 2023	12
Bouvel Investment Partners, LLC	12	12	1.29%	1.39%	1.50%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.04%	0.14%	0.54%	Q4 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Willis Johnson & Associates, Inc.	12	12	1.15%	5.43%	16.30%	Q4 2020	Q3 2023	12
Chicago Capital, LLC	12	12	0.04%	0.05%	0.06%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	0.65%	0.75%	0.87%	Q4 2020	Q3 2023	12
MERITAGE PORTFOLIO MANAGEMENT	11	1	0.05%	0.06%	0.07%	Q4 2018	Q3 2023	12
CreativeOne Wealth, LLC	12	12	0.04%	0.12%	0.55%	Q4 2020	Q3 2023	12
Guardian Wealth Advisors, LLC	12	12	0.27%	5.80%	7.92%	Q4 2020	Q3 2023	12
Squar Milner Financial Services LLC	11	11	0.10%	0.20%	0.32%	Q4 2017	Q2 2020	11
McClarren Financial Advisors, Inc.	6	5	0.00%	0.03%	0.03%	Q4 2020	Q3 2023	11
Lumature Wealth Partners, LLC	11	11	0.02%	0.04%	0.14%	Q4 2020	Q2 2023	11
Trexquant Investment LP	7	1	0.01%	0.08%	0.31%	Q3 2019	Q3 2023	11
Addison Advisors LLC	10	1	0.02%	0.08%	0.16%	Q4 2020	Q3 2023	11
Berger Financial Group, Inc	7	4	0.07%	0.10%	0.13%	Q4 2020	Q3 2023	11
St. Louis Trust Co	11	11	0.42%	0.52%	0.65%	Q1 2021	Q3 2023	11
Navalign, LLC	11	11	0.09%	0.13%	0.17%	Q1 2021	Q3 2023	11
Aptus Capital Advisors, LLC	6	2	0.00%	0.00%	0.03%	Q3 2019	Q3 2023	11
MBA Advisors LLC	11	11	0.88%	1.40%	1.97%	Q1 2021	Q3 2023	11
Confluence Wealth Management LLC	11	11	0.10%	0.13%	0.15%	Q1 2018	Q3 2020	11
Bard Financial Services, Inc.	11	11	0.27%	0.33%	0.37%	Q4 2020	Q2 2023	11
Rollins Financial	8	3	0.40%	2.76%	5.51%	Q4 2020	Q3 2023	11
LBA Wealth Management, LLC	11	11	0.03%	0.07%	0.14%	Q3 2014	Q1 2017	11
Spire Wealth Management	11	11	0.24%	0.44%	0.65%	Q1 2021	Q3 2023	11
Howard Capital Management Group, LLC	11	11	0.10%	0.12%	0.13%	Q1 2021	Q3 2023	11
Koss-Olinger Consulting, LLC	11	11	0.38%	0.88%	1.25%	Q1 2021	Q3 2023	11
Cornerstone Wealth Advisors, Inc.	11	11	0.09%	0.10%	0.11%	Q1 2021	Q3 2023	11
Intellectus Partners, LLC	6	1	0.05%	0.07%	0.13%	Q2 2017	Q3 2021	11
Pallas Capital Advisors LLC	11	11	0.10%	0.29%	0.55%	Q1 2021	Q3 2023	11
KENNICOTT CAPITAL MANAGEMENT LLC	11	11	0.50%	0.69%	1.28%	Q1 2021	Q3 2023	11
Almanack Investment Partners, LLC.	9	1	0.03%	0.08%	0.17%	Q1 2018	Q3 2023	11
RGT Wealth Advisors, LLC	8	3	0.08%	0.21%	0.58%	Q3 2016	Q3 2022	11
BRADLEY FOSTER & SARGENT INC/CT	8	1	0.01%	0.02%	0.03%	Q4 2016	Q3 2023	11
McAdam, LLC	4	3	0.00%	0.02%	0.03%	Q1 2018	Q3 2023	11
Center for Financial Planning, Inc.	11	11	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	11
Horizon Investments, LLC	8	3	5.74%	10.69%	16.81%	Q3 2014	Q2 2017	11
HCR Wealth Advisors	11	11	0.07%	0.08%	0.09%	Q1 2021	Q3 2023	11
Huntington Steele LLC	11	11	0.25%	0.36%	0.45%	Q3 2015	Q1 2018	11
Marietta Wealth Management, LLC	11	11	0.32%	0.36%	0.41%	Q1 2021	Q3 2023	11
RITHOLTZ WEALTH MANAGEMENT	11	11	0.01%	0.02%	0.03%	Q1 2021	Q3 2023	11
Game Plan Financial Advisors, LLC	9	2	0.55%	0.68%	1.60%	Q4 2019	Q4 2022	11
Noven Financial Group, Inc.	5	2	1.20%	5.86%	14.01%	Q4 2015	Q1 2020	11
Ameritas Investment Company, LLC	11	11	0.53%	1.18%	1.79%	Q1 2019	Q3 2021	11
Stokes Family Office, LLC	11	11	0.03%	0.16%	0.96%	Q1 2021	Q3 2023	11
Smart Portfolios, LLC	11	11	0.16%	0.26%	0.40%	Q1 2018	Q3 2020	11
DFPG INVESTMENTS, LLC	9	2	0.02%	0.21%	0.40%	Q4 2018	Q3 2023	11
KILEY JUERGENS WEALTH MANAGEMENT, LLC	4	1	0.05%	0.28%	0.45%	Q4 2017	Q1 2023	11
HRT FINANCIAL LP	4	1	0.01%	0.18%	1.20%	Q2 2015	Q3 2023	11
CAPITAL ONE, NATIONAL ASSOCIATION	11	11	0.02%	0.02%	0.03%	Q4 2015	Q2 2018	11
FIRST FINANCIAL CORP /IN/	8	3	0.01%	0.02%	0.04%	Q2 2015	Q1 2022	11
TBH Global Asset Management, LLC	8	1	0.05%	0.07%	0.10%	Q4 2019	Q3 2023	11
Larson Financial Group LLC	9	2	0.00%	0.19%	0.63%	Q4 2019	Q3 2023	11
PHILLIPS FINANCIAL MANAGEMENT, LLC	6	5	0.03%	0.10%	0.19%	Q4 2020	Q3 2023	11
D.B. Root & Company, LLC	11	11	0.16%	0.31%	0.76%	Q1 2018	Q3 2020	11
Calamos Advisors LLC	5	1	0.00%	0.01%	0.02%	Q4 2017	Q3 2023	11
WHITTIER TRUST CO OF NEVADA INC	9	2	0.01%	0.01%	0.01%	Q4 2018	Q3 2023	11
Fisher Asset Management, LLC	5	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	11
LEUTHOLD GROUP, LLC	8	3	0.03%	0.04%	0.05%	Q2 2019	Q1 2022	11
NORTH AMERICAN MANAGEMENT CORP	11	11	0.03%	0.06%	0.08%	Q2 2013	Q4 2015	11
WHITE PINE CAPITAL LLC	11	11	0.12%	0.33%	0.45%	Q1 2021	Q3 2023	11
GODSEY & GIBB, INC	6	1	0.00%	0.05%	0.13%	Q1 2019	Q3 2023	11
Blue Chip Wealth Management, Inc.	11	11	1.97%	2.26%	2.50%	Q1 2018	Q3 2020	11
Golden State Wealth Management, LLC	7	1	0.05%	0.06%	0.08%	Q1 2019	Q1 2022	11
Bremer Bank National Association	6	1	0.02%	0.04%	0.06%	Q1 2019	Q3 2023	11
AJ WEALTH STRATEGIES, LLC	11	11	0.02%	0.02%	0.04%	Q4 2020	Q2 2023	11
GAMBLE JONES INVESTMENT COUNSEL	11	11	0.02%	0.02%	0.02%	Q2 2020	Q4 2022	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.03%	0.05%	Q2 2013	Q4 2015	11
Nachman Norwood & Parrott, Inc	11	11	0.80%	0.96%	1.05%	Q4 2018	Q2 2021	11
EVERMAY WEALTH MANAGEMENT LLC	10	10	0.00%	0.02%	0.03%	Q2 2021	Q3 2023	10
BURNEY CO/	8	2	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	10
Whitcomb & Hess, Inc.	10	10	0.11%	0.32%	0.60%	Q2 2021	Q3 2023	10
Ten Capital Wealth Advisors, LLC	10	10	0.00%	0.00%	0.00%	Q4 2020	Q1 2023	10
3D/L Capital Management, LLC	10	10	0.06%	0.10%	0.19%	Q1 2021	Q2 2023	10
Catamount Wealth Management	6	4	0.01%	0.01%	0.02%	Q4 2014	Q4 2017	10
PVG ASSET MANAGEMENT CORP	7	1	0.83%	2.12%	6.25%	Q2 2018	Q4 2022	10
Timber Hill LLC	5	1	0.00%	0.01%	0.06%	Q2 2013	Q2 2017	10
Betterment LLC	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
NOVARE CAPITAL MANAGEMENT LLC	8	2	0.06%	0.17%	0.45%	Q4 2015	Q3 2023	10
RED CEDAR INVESTMENT MANAGEMENT, LLC	10	10	1.69%	7.25%	11.34%	Q3 2018	Q4 2020	10
Bay Harbor Wealth Management, LLC	9	1	0.00%	0.10%	0.79%	Q4 2018	Q3 2023	10
Brick & Kyle, Associates	10	10	0.02%	0.04%	0.05%	Q4 2014	Q1 2017	10
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
Canal Capital Management, LLC	5	1	0.06%	2.13%	4.89%	Q4 2014	Q3 2023	10
COOPERMAN LEON G	10	10	0.01%	0.07%	0.10%	Q2 2021	Q3 2023	10
Mirae Asset Global Investments Co., Ltd.	10	10	0.00%	0.04%	0.08%	Q1 2020	Q2 2022	10
Iron Horse Wealth Management, LLC	6	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	10
NatWest Group plc	10	10	0.06%	0.15%	0.30%	Q2 2013	Q3 2015	10
HARBOUR INVESTMENTS, INC.	6	4	0.13%	0.55%	1.46%	Q1 2021	Q3 2023	10
Jasper Ridge Partners, L.P.	10	10	0.17%	0.24%	0.29%	Q2 2013	Q3 2015	10
Bank of New Hampshire	10	10	0.19%	0.40%	0.67%	Q2 2021	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.00%	0.15%	0.33%	Q4 2020	Q1 2023	10
Human Investing LLC	10	10	0.00%	0.01%	0.01%	Q4 2018	Q1 2021	10
Syverson Strege & Co	10	10	0.02%	0.05%	0.08%	Q4 2020	Q1 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	10
Accurate Wealth Management, LLC	10	10	0.07%	0.16%	0.30%	Q2 2021	Q3 2023	10
Smith Anglin Financial, LLC	5	5	4.46%	6.20%	8.49%	Q4 2020	Q3 2023	10
Carnick & Kubik, LLC	10	10	0.91%	2.14%	2.79%	Q4 2013	Q1 2016	10
CoreFirst Bank & Trust	10	10	0.04%	0.05%	0.05%	Q2 2021	Q3 2023	10
Accel Wealth Management	10	10	0.03%	0.08%	0.14%	Q4 2020	Q1 2023	10
Steigerwald, Gordon & Koch Inc.	10	10	0.03%	0.04%	0.05%	Q2 2021	Q3 2023	10
ACAS, LLC	6	4	5.92%	6.28%	6.86%	Q1 2021	Q3 2023	10
West Branch Capital LLC	10	10	0.04%	0.05%	0.09%	Q2 2021	Q3 2023	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.01%	0.18%	0.38%	Q4 2020	Q3 2023	10
Fermata Advisors, LLC	9	1	0.26%	0.51%	0.95%	Q1 2021	Q3 2023	10
Royal Harbor Partners, LLC	8	1	0.10%	0.21%	0.24%	Q4 2019	Q2 2023	10
MidWestOne Financial Group, Inc.	10	10	0.05%	0.06%	0.07%	Q2 2021	Q3 2023	10
Hanson & Doremus Investment Management	5	1	0.00%	0.02%	0.03%	Q3 2013	Q2 2018	10
Argentus Capital Management, LLC	10	10	0.26%	1.46%	2.49%	Q2 2014	Q3 2016	10
Annex Advisory Services, LLC	7	3	0.01%	0.02%	0.02%	Q4 2020	Q3 2023	10
WNY Asset Management, LLC	10	10	0.06%	0.10%	0.14%	Q2 2021	Q3 2023	10
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	6	2	0.00%	0.01%	0.03%	Q3 2014	Q4 2020	10
JAG CAPITAL MANAGEMENT, LLC	10	10	0.02%	0.03%	0.03%	Q1 2021	Q2 2023	10
Armbruster Capital Management, Inc.	10	10	0.02%	0.02%	0.03%	Q4 2015	Q1 2018	10
Polianta Ltd	4	1	1.76%	3.88%	7.30%	Q1 2017	Q2 2022	10
Stonebridge Capital Advisors LLC	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Hubbell Strickland Wealth Management, LLC	7	3	0.13%	0.14%	0.15%	Q4 2020	Q3 2023	10
KAYS FINANCIAL ADVISORY CORP /ADV	10	10	2.16%	7.00%	10.71%	Q2 2018	Q3 2020	10
Heritage Wealth Advisors	10	10	0.00%	0.18%	0.31%	Q2 2021	Q3 2023	10
Total Clarity Wealth Management, Inc.	9	1	0.08%	0.12%	0.15%	Q4 2019	Q1 2023	10
Investment Research & Advisory Group, Inc.	10	10	0.27%	0.34%	0.50%	Q2 2021	Q3 2023	10
PHH Investments, Ltd.	9	1	0.08%	3.95%	8.04%	Q2 2017	Q4 2019	10
GSB Wealth Management, LLC	8	2	0.28%	0.34%	0.38%	Q1 2021	Q3 2023	10
NORTHSTAR WEALTH PARTNERS LLC	7	3	0.12%	0.16%	0.20%	Q4 2017	Q2 2020	10
Hills Bank & Trust Co	5	2	0.02%	0.03%	0.07%	Q1 2020	Q3 2023	10
CITY NATIONAL BANK	10	10	0.05%	0.07%	0.14%	Q2 2013	Q3 2015	10
Cambridge Advisors Inc.	9	9	0.18%	0.26%	0.61%	Q4 2014	Q4 2016	9
InterOcean Capital, LLC	9	9	0.02%	0.03%	0.06%	Q2 2018	Q2 2020	9
VALLEY NATIONAL ADVISERS INC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Progressive Investment Management Corp	9	9	0.31%	0.34%	0.36%	Q3 2021	Q3 2023	9
Stearns Financial Services Group	9	9	0.02%	0.02%	0.06%	Q3 2018	Q3 2020	9
Aaron Wealth Advisors LLC	9	9	0.05%	0.08%	0.10%	Q3 2021	Q3 2023	9
FormulaFolio Investments, LLC	8	1	0.01%	0.21%	0.73%	Q1 2019	Q2 2021	9
Aldebaran Financial Inc.	9	9	0.18%	0.19%	0.20%	Q3 2014	Q3 2016	9
Sound View Wealth Advisors Group, LLC	9	9	0.06%	0.09%	0.20%	Q3 2021	Q3 2023	9
BBR PARTNERS, LLC	4	1	0.03%	0.13%	0.23%	Q2 2015	Q3 2023	9
PFG Private Wealth Management, LLC	9	9	0.00%	0.01%	0.07%	Q3 2021	Q3 2023	9
BENJAMIN EDWARDS INC	6	3	0.01%	1.36%	4.93%	Q1 2019	Q2 2022	9
Dentgroup LLC	9	9	0.59%	1.17%	1.52%	Q4 2021	Q4 2023	9
Amundi	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Mariner Wealth Advisors-Cincinnati, LLC	9	9	0.02%	0.02%	0.02%	Q3 2016	Q3 2018	9
Segment Wealth Management, LLC	8	1	0.03%	0.03%	0.04%	Q3 2019	Q3 2023	9
Asset Management One Co., Ltd.	7	2	0.00%	0.01%	0.05%	Q1 2021	Q3 2023	9
ERTS Wealth Advisors, LLC	7	2	0.02%	0.15%	0.37%	Q4 2018	Q3 2023	9
Bromfield Sneider Wealth Advisors	9	9	0.78%	1.06%	1.45%	Q4 2021	Q4 2023	9
BINGHAM OSBORN & SCARBOROUGH LLC	9	9	0.02%	0.03%	0.04%	Q2 2013	Q2 2015	9
Galvin, Gaustad & Stein, LLC	9	9	0.03%	0.04%	0.06%	Q4 2020	Q4 2022	9
Destiny Wealth Partners, LLC	9	9	0.04%	1.71%	2.24%	Q4 2020	Q4 2022	9
Castleview Partners, LLC	8	1	0.00%	0.03%	0.06%	Q2 2021	Q3 2023	9
Rosenberg Matthew Hamilton	9	9	0.01%	0.03%	0.05%	Q3 2021	Q3 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.01%	0.01%	Q2 2013	Q2 2015	9
TimeScale Financial, Inc.	5	1	0.00%	0.05%	0.32%	Q4 2018	Q2 2023	9
Squarepoint Ops LLC	4	1	0.00%	0.02%	0.06%	Q2 2019	Q2 2023	9
Enterprise Trust & Investment Co	9	9	0.01%	0.01%	0.01%	Q1 2020	Q1 2022	9
Hefren-Tillotson, Inc.	9	9	2.73%	5.54%	7.48%	Q1 2020	Q1 2022	9
Premise Capital, LLC	8	1	0.00%	1.76%	5.82%	Q4 2015	Q4 2018	9
Planned Solutions, Inc.	4	1	0.38%	1.56%	5.48%	Q3 2020	Q2 2023	9
Capital Group Private Client Services, Inc.	9	9	0.00%	0.01%	0.01%	Q3 2021	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	1.20%	1.63%	2.32%	Q3 2021	Q3 2023	9
Strategic Wealth Partners, Ltd.	8	1	0.02%	0.25%	1.51%	Q4 2017	Q2 2020	9
Strategic Blueprint, LLC	4	1	0.03%	0.40%	2.92%	Q3 2019	Q3 2023	9
CAPE COD FIVE CENTS SAVINGS BANK	9	9	0.19%	0.25%	0.32%	Q4 2014	Q4 2016	9
OptiFour Integrated Wealth Management, LLC	9	9	0.34%	0.37%	0.40%	Q4 2017	Q4 2019	9
Foundations Investment Advisors, LLC	5	1	0.01%	0.17%	1.30%	Q4 2018	Q3 2023	9
AWM CAPITAL, LLC	9	9	0.26%	0.50%	0.95%	Q3 2021	Q3 2023	9
Burt Wealth Advisors	5	4	0.07%	0.10%	0.13%	Q4 2014	Q3 2018	9
High Net Worth Advisory Group LLC	9	9	0.09%	0.11%	0.12%	Q4 2021	Q4 2023	9
ASHFORD CAPITAL MANAGEMENT INC	9	9	0.10%	0.31%	0.40%	Q2 2013	Q2 2015	9
NORRIS PERNE & FRENCH LLP/MI	9	9	0.05%	0.09%	0.13%	Q1 2014	Q1 2016	9
CFM WEALTH PARTNERS LLC	6	3	0.02%	0.14%	0.24%	Q4 2019	Q3 2023	9
Facet Wealth, Inc.	9	9	0.01%	0.02%	0.04%	Q2 2021	Q2 2023	9
C M BIDWELL & ASSOCIATES LTD	9	9	0.02%	0.02%	0.02%	Q3 2021	Q3 2023	9
Arkadios Wealth Advisors	8	1	0.01%	0.40%	1.12%	Q4 2019	Q3 2023	9
TRH Financial, LLC	8	1	0.09%	0.15%	0.24%	Q4 2019	Q1 2022	9
Cornerstone Advisors, Inc.	7	2	0.00%	0.02%	0.06%	Q3 2015	Q3 2020	9
BARINGS LLC	6	1	0.08%	0.58%	1.30%	Q3 2020	Q3 2023	9
UNITED BANK, INC.	9	9	0.45%	0.58%	0.75%	Q2 2013	Q2 2015	9
Kozak & Associates, Inc.	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
Omnia Family Wealth, LLC	9	9	0.02%	0.02%	0.02%	Q1 2017	Q1 2019	9
Arrow Investment Advisors, LLC	4	2	4.52%	5.24%	5.92%	Q1 2019	Q3 2023	9
Stanford Investment Group, Inc.	9	9	0.04%	0.08%	0.15%	Q4 2014	Q4 2016	9
Eidelman Virant Capital	9	9	0.12%	0.15%	0.21%	Q3 2020	Q3 2022	9
Lucia Wealth Services, LLC	6	3	0.00%	0.01%	0.01%	Q1 2018	Q2 2020	9
COLDSTREAM CAPITAL MANAGEMENT INC	4	2	0.01%	0.10%	0.20%	Q3 2017	Q3 2023	9
1900 WEALTH MANAGEMENT LLC	9	9	0.07%	0.21%	0.35%	Q3 2021	Q3 2023	9
Edge Capital Group, LLC	5	4	0.02%	0.09%	0.18%	Q1 2020	Q3 2022	9
Portfolio Strategies, Inc.	9	9	2.74%	3.65%	4.41%	Q4 2017	Q4 2019	9
RIVERSEDGE ADVISORS, LLC	6	3	0.26%	0.56%	1.06%	Q2 2019	Q3 2023	9
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
NCM Capital Management, LLC	8	8	0.35%	0.41%	0.54%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	2.90%	3.30%	4.32%	Q4 2021	Q3 2023	8
MKT Advisors LLC	8	8	0.61%	0.67%	0.73%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.02%	0.03%	Q4 2021	Q3 2023	8
REGATTA CAPITAL GROUP, LLC	8	8	0.07%	0.12%	0.25%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.03%	0.06%	0.09%	Q4 2021	Q3 2023	8
Summit Financial Strategies, Inc.	8	8	0.05%	0.12%	0.18%	Q4 2021	Q3 2023	8
Redhawk Wealth Advisors, Inc.	5	1	0.07%	0.22%	0.37%	Q3 2018	Q4 2021	8
BRIGGS ADVISORY GROUP, INC.	8	8	0.58%	0.68%	0.90%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.02%	0.16%	0.24%	Q4 2021	Q3 2023	8
McDonough Capital Management, Inc	8	8	0.90%	0.94%	1.02%	Q4 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.03%	0.04%	0.09%	Q4 2021	Q3 2023	8
Security Financial Services, INC.	8	8	0.33%	0.65%	1.76%	Q4 2021	Q3 2023	8
HighMark Wealth Management LLC	7	1	0.01%	0.01%	0.04%	Q4 2019	Q3 2023	8
Scottrade Investment Management	8	8	23.17%	31.27%	39.07%	Q4 2015	Q3 2017	8
Objective Capital Management, LLC	8	8	2.79%	2.86%	2.98%	Q4 2021	Q3 2023	8
Telos Capital Management, Inc.	7	1	0.04%	0.31%	0.39%	Q4 2015	Q2 2020	8
Sage Advisory Services, Ltd.Co.	3	2	6.60%	8.20%	17.06%	Q3 2013	Q2 2016	8
TRIAD FINANCIAL ADVISORS, INC.	8	8	3.76%	12.66%	16.17%	Q4 2021	Q3 2023	8
Sage Investment Advisers LLC	8	8	1.46%	2.01%	2.37%	Q4 2021	Q3 2023	8
Bowman & Co S.C.	8	8	1.24%	1.48%	2.32%	Q4 2021	Q3 2023	8
Sterling Investment Counsel, LLC	8	8	9.56%	13.16%	15.77%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	5.34%	5.97%	7.04%	Q4 2021	Q3 2023	8
GDS Wealth Management	8	8	0.08%	0.10%	0.13%	Q4 2021	Q3 2023	8
Citizens Business Bank	4	1	0.04%	0.04%	0.04%	Q1 2018	Q2 2020	8
Schechter Investment Advisors, LLC	8	8	0.14%	0.17%	0.20%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.57%	0.65%	0.85%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	0.49%	0.63%	0.76%	Q4 2021	Q3 2023	8
Heritage Financial Services, LLC	8	8	0.12%	0.26%	0.56%	Q4 2021	Q3 2023	8
Wealth Management Solutions, LLC	8	8	0.15%	0.23%	0.41%	Q4 2021	Q3 2023	8
Bensler, LLC	8	8	0.13%	0.27%	0.33%	Q4 2021	Q3 2023	8
Perennial Investment Advisors, LLC	8	8	0.11%	0.14%	0.23%	Q4 2021	Q3 2023	8
Ratio Wealth Group	6	2	0.07%	0.09%	0.11%	Q3 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.07%	0.12%	0.15%	Q4 2021	Q3 2023	8
WEST PACES ADVISORS INC.	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	0.81%	1.05%	1.53%	Q4 2021	Q3 2023	8
TRUEWEALTH LLC	8	8	0.00%	0.01%	0.01%	Q3 2018	Q2 2020	8
Shearwater Capital LLC	8	8	0.29%	0.32%	0.36%	Q4 2021	Q3 2023	8
Bank of Kentucky, Inc.	8	8	0.06%	0.10%	0.14%	Q2 2013	Q1 2015	8
Congress Wealth Management LLC / DE /	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
SHELTON WEALTH MANAGEMENT, LLC	8	8	0.18%	0.21%	0.24%	Q4 2021	Q3 2023	8
Highview Capital Management LLC/DE/	8	8	0.26%	0.53%	0.74%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.66%	0.87%	1.17%	Q4 2021	Q3 2023	8
Pure Financial Advisors, LLC	8	8	0.01%	0.02%	0.02%	Q1 2022	Q4 2023	8
FLOW TRADERS U.S. LLC	2	1	0.01%	0.13%	0.33%	Q3 2016	Q4 2022	8
Firestone Capital Management	8	8	0.03%	0.03%	0.04%	Q4 2019	Q3 2021	8
CarsonAllaria Wealth Management, Ltd.	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Amplius Wealth Advisors, LLC	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
IFG Advisory, LLC	3	1	0.02%	0.04%	0.07%	Q3 2019	Q3 2023	8
Leonetti & Associates, LLC	8	8	1.20%	1.27%	1.41%	Q1 2017	Q4 2018	8
Atlantic Private Wealth, LLC	8	8	0.24%	0.35%	0.48%	Q4 2021	Q3 2023	8
Holland Advisory Services, Inc.	8	8	0.28%	0.34%	0.42%	Q4 2021	Q3 2023	8
Filbrandt Wealth Management, LLC	8	8	0.16%	0.20%	0.27%	Q4 2019	Q3 2021	8
DB Fitzpatrick & Co, Inc	8	8	0.34%	0.40%	0.46%	Q4 2021	Q3 2023	8
STOCK YARDS BANK & TRUST CO	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	1.87%	2.26%	2.92%	Q4 2021	Q3 2023	8
Guidant Wealth Advisors	4	4	1.72%	2.78%	5.86%	Q3 2016	Q3 2019	8
U.S. Capital Wealth Advisors, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
55I, LLC	7	1	0.12%	0.25%	0.61%	Q3 2020	Q3 2022	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.40%	0.57%	0.73%	Q4 2018	Q3 2020	8
Level Financial Advisors	8	8	0.04%	0.05%	0.07%	Q4 2021	Q3 2023	8
TELEMUS CAPITAL, LLC	8	8	0.02%	0.12%	0.20%	Q1 2020	Q4 2021	8
Spotlight Asset Group, Inc.	8	8	0.78%	1.84%	2.63%	Q4 2019	Q3 2021	8
CIM, LLC	7	1	0.04%	0.16%	0.99%	Q2 2013	Q2 2022	8
IBEX WEALTH ADVISORS	3	1	0.05%	0.27%	0.59%	Q4 2016	Q4 2021	8
Harvest Investment Services, LLC	5	1	0.12%	2.24%	5.70%	Q1 2019	Q3 2023	8
EMERSON INVESTMENT MANAGEMENT, LLC	7	1	0.04%	0.07%	0.08%	Q2 2013	Q1 2016	8
Marcum Wealth, LLC	8	8	0.08%	0.20%	0.60%	Q4 2021	Q3 2023	8
Clear Creek Financial Management, LLC	4	1	0.03%	1.05%	2.66%	Q4 2020	Q3 2023	8
C2C Wealth Management, LLC	8	8	0.11%	0.12%	0.14%	Q4 2021	Q3 2023	8
GIRARD SECURITIES, INC.	8	8	0.23%	0.52%	1.01%	Q4 2015	Q3 2017	8
FourThought Financial, LLC	8	8	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.08%	0.09%	0.11%	Q2 2013	Q1 2015	8
Bluesphere Advisors, LLC	6	2	0.14%	0.24%	0.30%	Q4 2020	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	0.31%	0.49%	0.58%	Q4 2021	Q3 2023	8
GRIMES & COMPANY, INC.	3	1	0.01%	0.01%	0.02%	Q1 2018	Q2 2023	8
MARSHALL WACE, LLP	3	1	0.00%	0.00%	0.01%	Q2 2018	Q1 2023	8
GoalVest Advisory LLC	7	1	0.01%	0.53%	2.04%	Q4 2020	Q4 2023	8
Grant/GrossMendelsohn, LLC	8	8	0.58%	1.02%	1.32%	Q4 2020	Q3 2022	8
American Financial Network Advisory Services LLC	8	8	0.42%	0.49%	0.63%	Q3 2017	Q2 2019	8
Ledyard National Bank	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
Goodman Advisory Group, LLC	8	8	0.06%	0.12%	0.20%	Q4 2021	Q3 2023	8
JANICZEK WEALTH MANAGEMENT, LLC	8	8	0.01%	0.01%	0.03%	Q4 2021	Q3 2023	8
Paradigm, Strategies in Wealth Management, LLC	6	2	0.16%	0.23%	0.28%	Q1 2021	Q2 2023	8
CENTRAL BANK & TRUST CO	7	1	0.00%	0.01%	0.02%	Q2 2015	Q1 2018	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.05%	0.07%	0.08%	Q2 2013	Q1 2015	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.08%	0.12%	0.19%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.04%	0.09%	0.21%	Q4 2021	Q3 2023	8
SevenBridge Financial Group, LLC	7	1	0.01%	0.02%	0.04%	Q4 2017	Q4 2021	8
Ellevest, Inc.	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Baron Financial Group, LLC	8	8	0.06%	0.07%	0.08%	Q3 2020	Q2 2022	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.26%	0.32%	0.37%	Q2 2013	Q1 2015	8
Braun-Bostich & Associates Inc.	7	1	0.03%	0.09%	0.17%	Q4 2017	Q4 2021	8
Hardy Reed LLC	6	2	0.12%	0.17%	0.21%	Q3 2020	Q1 2023	8
Strategic Equity Management	4	4	0.07%	2.90%	13.33%	Q2 2021	Q3 2023	8
SENTINEL TRUST CO LBA	5	3	0.04%	0.18%	0.43%	Q2 2013	Q4 2022	8
All Season Financial Advisors, Inc.	4	1	0.15%	0.60%	3.07%	Q2 2021	Q3 2023	8
Raab & Moskowitz Asset Management LLC	4	1	0.02%	0.07%	0.10%	Q4 2014	Q3 2023	8
TIAA CREF TRUST CO FSB/MO	8	8	0.01%	0.02%	0.02%	Q2 2015	Q1 2017	8
Alpha Omega Wealth Management LLC	8	8	0.01%	0.02%	0.02%	Q3 2017	Q2 2019	8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	7	1	0.06%	0.10%	0.13%	Q2 2018	Q1 2022	8
PACK Private Wealth, LLC	8	8	0.91%	1.03%	1.26%	Q4 2021	Q3 2023	8
KENFARB & CO.	8	8	0.14%	0.17%	0.18%	Q4 2021	Q3 2023	8
CONSILIO WEALTH ADVISORS, LLC	8	8	0.35%	0.74%	1.34%	Q4 2021	Q3 2023	8
SOUTHERN CAPITAL ADVISORS, LLC	8	8	1.18%	1.41%	1.69%	Q4 2021	Q3 2023	8
Insight Inv LLC	8	8	0.08%	0.09%	0.10%	Q4 2021	Q3 2023	8
New Millennium Group LLC	8	8	0.26%	0.32%	0.54%	Q4 2021	Q3 2023	8
Zullo Investment Group, Inc.	8	8	0.12%	0.14%	0.24%	Q4 2021	Q3 2023	8
WEALTHSPAN PARTNERS, LLC	8	8	3.04%	4.34%	5.84%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	1.83%	2.07%	2.46%	Q4 2021	Q3 2023	8
Confluence Wealth Services, Inc.	8	8	0.20%	0.24%	0.30%	Q4 2021	Q3 2023	8
Summit Trail Advisors, LLC	8	8	0.09%	0.28%	0.50%	Q1 2020	Q4 2021	8
Horizon Family Wealth, Inc.	8	8	4.17%	5.76%	8.71%	Q4 2021	Q3 2023	8
Shamrock Asset Management LLC	5	3	0.01%	0.06%	0.23%	Q1 2016	Q2 2018	8
KRS Capital Management, LLC	8	8	0.37%	0.40%	0.45%	Q4 2021	Q3 2023	8
Planning Center, Inc.	8	8	0.20%	0.77%	3.11%	Q4 2021	Q3 2023	8
Legacy Advisors, LLC	7	7	0.16%	0.19%	0.23%	Q1 2022	Q3 2023	7
BEACH INVESTMENT COUNSEL INC/PA	7	7	0.02%	0.03%	0.04%	Q2 2019	Q4 2020	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.15%	0.26%	0.42%	Q1 2022	Q3 2023	7
Geneva Advisors, LLC	7	7	0.00%	0.02%	0.06%	Q4 2015	Q2 2017	7
NATIXIS	5	2	0.04%	0.07%	0.12%	Q3 2016	Q4 2018	7
Destination Wealth Management	6	1	0.00%	0.00%	0.02%	Q2 2015	Q2 2019	7
Placemark Investments, Inc.	7	7	0.01%	0.06%	0.11%	Q2 2013	Q4 2014	7
Rainier Group Investment Advisory LLC	7	7	0.13%	0.37%	0.99%	Q4 2016	Q2 2018	7
Efficient Market Advisors, LLC	7	7	0.00%	0.00%	0.00%	Q2 2014	Q4 2015	7
ATLAS CAPITAL ADVISORS LLC	7	7	0.00%	0.01%	0.03%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.08%	0.10%	0.11%	Q1 2022	Q3 2023	7
Virtu Financial LLC	6	1	0.01%	0.05%	0.10%	Q1 2017	Q2 2019	7
Peregrine Asset Advisers, Inc.	5	1	0.09%	2.21%	3.40%	Q1 2015	Q3 2023	7
Commonwealth Financial Services, LLC	5	1	0.01%	2.61%	10.40%	Q4 2014	Q3 2023	7
Sensible Financial Planning & Management, LLC.	6	1	0.00%	0.01%	0.01%	Q4 2014	Q3 2016	7
High Falls Advisors, Inc	3	2	0.00%	0.53%	1.79%	Q4 2015	Q3 2023	7
Vontobel Holding Ltd.	5	1	0.00%	0.02%	0.03%	Q4 2020	Q3 2023	7
M. Kraus & Co	5	2	0.07%	0.08%	0.08%	Q1 2021	Q3 2023	7
Field & Main Bank	6	1	0.00%	0.01%	0.04%	Q1 2018	Q3 2023	7
Advisors Preferred, LLC	6	1	0.09%	1.13%	3.67%	Q4 2013	Q4 2015	7
SIGNET FINANCIAL MANAGEMENT, LLC	4	3	0.01%	0.02%	0.04%	Q1 2018	Q2 2022	7
PVG Asset Management	6	1	0.28%	0.63%	0.97%	Q4 2014	Q4 2016	7
Hedeker Wealth, LLC	3	1	0.08%	2.48%	15.24%	Q4 2015	Q3 2022	7
Integrated Wealth Management	7	7	0.01%	0.01%	0.02%	Q1 2015	Q3 2016	7
Private Vista, LLC	7	7	0.39%	0.50%	0.86%	Q4 2018	Q2 2020	7
River Wealth Advisors LLC	3	2	0.02%	0.03%	0.04%	Q2 2018	Q2 2023	7
20/20 Capital Management, Inc.	7	7	1.39%	1.58%	1.77%	Q4 2019	Q2 2021	7
Mascoma Wealth Management LLC	7	7	0.04%	0.11%	0.15%	Q1 2022	Q3 2023	7
BlueSky Wealth Advisors, LLC	7	7	0.10%	0.11%	0.12%	Q1 2021	Q3 2022	7
Founders Capital Management	7	7	0.05%	0.06%	0.08%	Q2 2022	Q4 2023	7
Avestar Capital, LLC	7	7	0.01%	0.01%	0.01%	Q4 2017	Q2 2019	7
Global Financial Private Capital, Inc	7	7	0.04%	0.06%	0.12%	Q3 2017	Q1 2019	7
AlphaCore Capital LLC	7	7	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	7
Parisi Gray Wealth Management	6	1	0.05%	0.05%	0.06%	Q4 2017	Q2 2021	7
Security National Bank	7	7	0.05%	0.12%	0.19%	Q1 2022	Q3 2023	7
Smart Money Group LLC	5	2	0.16%	0.57%	0.98%	Q3 2018	Q3 2020	7
Virtue Capital Management, LLC	6	1	0.09%	0.14%	0.18%	Q4 2017	Q1 2022	7
Crewe Advisors LLC	7	7	0.02%	0.05%	0.06%	Q1 2022	Q3 2023	7
Swaine & Leidel Wealth Services, LLC	7	7	0.41%	0.59%	0.87%	Q2 2019	Q4 2020	7
Mount Yale Investment Advisors, LLC	3	1	0.00%	0.20%	0.83%	Q1 2018	Q3 2023	7
Selective Wealth Management, Inc.	5	2	0.07%	0.10%	0.13%	Q3 2021	Q3 2023	7
Kavar Capital Partners, LLC	3	1	0.00%	0.00%	0.00%	Q1 2014	Q2 2019	7
Virginia National Bank	7	7	0.94%	1.52%	2.60%	Q1 2022	Q3 2023	7
TOWNSQUARE CAPITAL LLC	5	2	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	7
Kore Private Wealth LLC	3	1	0.01%	0.03%	0.05%	Q4 2018	Q1 2022	7
Artemis Wealth Advisors, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Global Wealth Management Investment Advisory, Inc.	7	7	0.01%	0.01%	0.02%	Q4 2018	Q2 2020	7
Lake Point Wealth Management	5	2	0.01%	0.02%	0.03%	Q4 2019	Q2 2022	7
Prestige Wealth Management Group LLC	7	7	0.01%	0.01%	0.01%	Q4 2018	Q2 2020	7
Sierra Capital LLC	7	7	0.04%	0.04%	0.05%	Q3 2021	Q1 2023	7
TCF National Bank	7	7	0.04%	0.04%	0.05%	Q3 2019	Q1 2021	7
SkyOak Wealth, LLC	5	2	0.06%	0.06%	0.06%	Q1 2021	Q3 2023	7
Cardinal Strategic Wealth Guidance	7	7	0.04%	0.05%	0.06%	Q1 2022	Q3 2023	7
Keebeck Wealth Management, LLC	2	1	0.00%	0.11%	0.52%	Q4 2019	Q3 2023	7
SVB Investment Services Inc.	4	3	0.14%	0.16%	0.20%	Q2 2020	Q1 2022	7
Concord Wealth Partners	4	3	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	7
Horst & Graben Wealth Management LLC	7	7	0.07%	0.25%	1.25%	Q1 2022	Q3 2023	7
Onyx Bridge Wealth Group LLC	4	3	0.06%	0.09%	0.12%	Q2 2021	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	0.02%	0.03%	0.03%	Q2 2020	Q4 2021	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.00%	0.00%	0.01%	Q1 2021	Q4 2022	7
KAVAR CAPITAL PARTNERS GROUP, LLC	5	2	0.05%	0.05%	0.06%	Q1 2021	Q3 2023	7
MRA Advisory Group	7	7	0.18%	0.25%	0.28%	Q4 2020	Q2 2022	7
Golden State Equity Partners	5	2	0.19%	0.27%	0.49%	Q4 2020	Q3 2023	7
Connectus Wealth, LLC	7	7	0.02%	0.02%	0.04%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.04%	0.18%	0.37%	Q1 2022	Q3 2023	7
Delos Wealth Advisors, LLC	5	2	0.01%	0.03%	0.07%	Q4 2021	Q3 2023	7
Cassady Schiller Wealth Management, LLC	5	2	0.10%	0.14%	0.25%	Q4 2021	Q3 2023	7
Manhattan West Asset Management, LLC	7	7	0.13%	0.21%	0.26%	Q1 2022	Q3 2023	7
American Trust	7	7	0.06%	0.08%	0.11%	Q1 2022	Q3 2023	7
Financial Connections Group, Inc.	7	7	0.02%	0.02%	0.03%	Q4 2021	Q2 2023	7
OLIVER LAGORE VANVALIN INVESTMENT GROUP	7	7	0.00%	0.01%	0.07%	Q1 2022	Q3 2023	7
Eagle Strategies LLC	4	3	0.21%	0.32%	0.49%	Q4 2021	Q3 2023	7
Stone Point Wealth LLC	7	7	0.13%	0.15%	0.21%	Q1 2022	Q3 2023	7
Frontier Asset Management, LLC	6	1	0.18%	1.88%	2.98%	Q4 2021	Q3 2023	7
Blackston Financial Advisory Group, LLC	7	7	0.56%	0.75%	1.09%	Q4 2021	Q2 2023	7
HFG Advisors, Inc.	7	7	0.30%	0.35%	0.38%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.49%	0.63%	0.76%	Q4 2021	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.79%	0.90%	0.98%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.18%	0.25%	0.39%	Q1 2022	Q3 2023	7
WealthPlan Investment Management, LLC	6	1	0.04%	0.27%	0.76%	Q1 2022	Q4 2023	7
LTG Capital LLC	4	3	0.98%	1.05%	1.15%	Q4 2021	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	0.06%	0.07%	0.10%	Q1 2022	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	0.39%	0.46%	0.59%	Q4 2021	Q3 2023	7
LOOMIS SAYLES & CO L P	3	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2022	7
HAZLETT, BURT & WATSON, INC.	7	7	0.10%	0.17%	0.28%	Q1 2022	Q3 2023	7
OLD NATIONAL BANCORP /IN/	6	1	0.00%	0.10%	0.13%	Q1 2015	Q3 2023	7
Laird Norton Wetherby Trust Company, LLC	6	1	0.05%	0.32%	0.44%	Q4 2020	Q3 2023	7
ARS Investment Partners, LLC	7	7	0.04%	0.05%	0.06%	Q3 2020	Q1 2022	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.24%	0.34%	0.43%	Q2 2013	Q4 2014	7
GREENUP STREET WEALTH MANAGEMENT LLC	5	1	0.17%	0.88%	1.88%	Q4 2021	Q3 2023	6
Azimuth Capital Investment Management LLC	6	6	0.03%	0.10%	0.45%	Q2 2022	Q3 2023	6
Quantinno Capital Management LP	6	6	0.03%	0.04%	0.06%	Q2 2022	Q3 2023	6
FSM Wealth Advisors, LLC	6	6	0.28%	0.34%	0.43%	Q2 2022	Q3 2023	6
Gerstein Fisher	6	6	0.04%	0.08%	0.14%	Q2 2013	Q3 2014	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.79%	0.87%	0.98%	Q4 2021	Q3 2023	6
Emerson Wealth, LLC	6	6	0.03%	0.03%	0.03%	Q1 2021	Q2 2022	6
Johnson Midwest Financial, LLC	3	1	7.98%	14.73%	22.35%	Q4 2020	Q3 2023	6
Cedar Brook Financial Partners, LLC	4	2	0.06%	0.10%	0.14%	Q4 2021	Q3 2023	6
O'Dell Group, LLC	5	1	0.01%	0.01%	0.01%	Q3 2021	Q2 2023	6
Farmers & Merchants Trust Co of Long Beach	6	6	0.06%	0.07%	0.08%	Q3 2020	Q4 2021	6
Elite Wealth Management, Inc.	5	1	0.05%	0.06%	0.09%	Q3 2013	Q3 2016	6
Axiom Investment Management LLC	5	1	0.01%	0.04%	0.07%	Q1 2019	Q4 2022	6
WESPAC Advisors SoCal, LLC	5	1	0.03%	0.12%	0.17%	Q3 2018	Q3 2020	6
PRIVATE TRUST CO NA	6	6	0.14%	0.17%	0.20%	Q2 2022	Q3 2023	6
SteelBridge Private Wealth Advisors LLC	6	6	1.17%	2.43%	3.48%	Q1 2016	Q2 2017	6
Spring Creek Investment Management, LLC	6	6	3.46%	5.60%	6.98%	Q4 2018	Q1 2020	6
Aufman Associates Inc	6	6	0.17%	0.18%	0.19%	Q4 2020	Q1 2022	6
EATON VANCE MANAGEMENT	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
Retirement Planning Group, LLC	6	6	0.23%	0.43%	0.51%	Q2 2022	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Doyle Wealth Management	4	1	0.02%	0.02%	0.02%	Q4 2018	Q3 2022	6
NorthCoast Asset Management LLC	6	6	0.03%	0.04%	0.08%	Q2 2020	Q3 2021	6
Independent Portfolio Consultants, Inc.	3	1	0.07%	0.10%	0.14%	Q1 2014	Q2 2016	6
Keystone Wealth Services, LLC	5	1	0.10%	0.16%	0.39%	Q4 2021	Q3 2023	6
Independent Wealth Network Inc.	3	3	0.13%	0.30%	0.94%	Q3 2021	Q3 2023	6
Baldwin Investment Management, LLC	6	6	0.05%	0.05%	0.05%	Q4 2020	Q1 2022	6
OLD MISSION CAPITAL LLC	2	1	0.02%	0.11%	0.31%	Q1 2018	Q4 2021	6
Stiles Financial Services Inc	3	3	0.11%	0.12%	0.14%	Q4 2021	Q3 2023	6
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	4	2	0.00%	0.00%	0.01%	Q4 2015	Q3 2017	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.01%	0.01%	0.02%	Q4 2015	Q1 2017	6
Liberty Capital Management, Inc.	6	6	0.01%	0.01%	0.01%	Q3 2016	Q4 2017	6
Quantitative Advantage, LLC	2	1	7.16%	11.78%	15.39%	Q1 2014	Q3 2018	6
Integer Wealth Advisors Group LLC	6	6	2.74%	4.30%	5.01%	Q4 2019	Q1 2021	6
Core Alternative Capital	6	6	0.07%	0.09%	0.10%	Q1 2020	Q2 2021	6
CRA Financial Services, LLC	6	6	0.23%	0.24%	0.25%	Q4 2018	Q1 2020	6
Corsicana & Co.	6	6	0.04%	0.05%	0.05%	Q2 2021	Q3 2022	6
Strategic Capital Alternatives LLC	5	1	3.22%	4.26%	6.60%	Q3 2014	Q1 2016	6
BRAVE ASSET MANAGEMENT INC	5	1	0.01%	0.03%	0.05%	Q4 2013	Q4 2017	6
Migdal Insurance & Financial Holdings Ltd.	4	2	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	6
Caprock Group, LLC	6	6	0.02%	0.02%	0.02%	Q4 2020	Q1 2022	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.09%	0.15%	0.22%	Q4 2020	Q1 2022	6
SAXON INTERESTS, INC.	6	6	0.12%	0.13%	0.16%	Q1 2022	Q2 2023	6
Dakota Wealth Management	4	2	0.01%	0.14%	0.28%	Q1 2019	Q3 2023	6
Veery Capital, LLC	6	6	0.12%	0.16%	0.18%	Q1 2021	Q2 2022	6
Pinkerton Retirement Specialists, LLC	3	1	0.04%	2.79%	5.96%	Q1 2021	Q3 2023	6
RAND WEALTH, LLC	6	6	0.02%	0.03%	0.03%	Q2 2017	Q3 2018	6
EAGLE ROCK INVESTMENT COMPANY, LLC	6	6	0.06%	0.06%	0.06%	Q2 2022	Q3 2023	6
IFG Advisors, LLC	5	1	0.08%	0.24%	0.33%	Q4 2021	Q3 2023	6
UBS AG	6	6	0.17%	0.18%	0.18%	Q2 2013	Q3 2014	6
Allen Capital Group, LLC	4	1	0.04%	0.07%	0.08%	Q2 2019	Q3 2023	6
Banco Santander, S.A.	4	2	0.12%	0.14%	0.15%	Q1 2018	Q3 2019	6
Bedel Financial Consulting, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2020	Q3 2021	6
Fragasso Group Inc.	4	2	0.02%	0.03%	0.05%	Q4 2021	Q2 2023	6
INSPIRION WEALTH ADVISORS, LLC	6	6	0.21%	0.23%	0.27%	Q2 2022	Q3 2023	6
Resurgent Financial Advisors LLC	6	6	0.06%	0.46%	0.92%	Q2 2022	Q3 2023	6
OPTIMUM INVESTMENT ADVISORS	5	1	0.01%	0.02%	0.03%	Q1 2018	Q3 2019	6
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	3	3	0.03%	0.04%	0.04%	Q1 2022	Q3 2023	6
Forum Private Client Group LLC	6	6	0.17%	0.18%	0.20%	Q1 2022	Q2 2023	6
Worth Asset Management, LLC	6	6	0.02%	0.04%	0.08%	Q1 2022	Q2 2023	6
SAGE FINANCIAL GROUP INC	6	6	0.04%	0.04%	0.07%	Q2 2022	Q3 2023	6
GM Advisory Group, LLC	6	6	0.03%	0.03%	0.04%	Q2 2022	Q3 2023	6
HOWARD FINANCIAL SERVICES, LTD.	4	2	0.05%	0.07%	0.09%	Q2 2021	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
B, B, H, & B INC.	6	6	0.94%	4.26%	6.71%	Q4 2020	Q1 2022	6
BKS ADVISORS, LLC	5	1	0.05%	1.68%	2.10%	Q1 2015	Q3 2016	6
Redwood Financial Network Corp	6	6	0.34%	0.42%	0.50%	Q1 2022	Q2 2023	6
HawsGoodwin Investment Management LLC	6	6	0.00%	0.00%	0.00%	Q3 2020	Q4 2021	6
BMS Financial Advisors, LLC	3	3	0.14%	1.16%	6.14%	Q4 2021	Q2 2023	6
Waldron Private Wealth LLC	6	6	0.01%	0.02%	0.02%	Q4 2020	Q1 2022	6
CapWealth Advisors, LLC	3	1	0.01%	0.02%	0.03%	Q1 2016	Q1 2020	6
Archford Capital Strategies, LLC	4	2	0.01%	0.01%	0.02%	Q1 2014	Q1 2017	6
RONALD BLUE & CO LLC	6	6	0.07%	0.15%	0.32%	Q1 2016	Q2 2017	6
Bank OZK	4	2	0.09%	0.10%	0.14%	Q2 2021	Q3 2023	6
17 CAPITAL PARTNERS, LLC	6	6	0.98%	1.28%	1.46%	Q2 2021	Q3 2022	6
Harbor Group, Inc.	6	6	0.16%	0.16%	0.16%	Q4 2020	Q1 2022	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.29%	0.35%	0.42%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.08%	0.25%	0.34%	Q4 2020	Q1 2022	6
ZWJ INVESTMENT COUNSEL INC	4	2	0.10%	0.12%	0.13%	Q1 2017	Q1 2020	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.24%	0.34%	0.61%	Q2 2022	Q3 2023	6
Gupta Wealth Management LLC	5	5	0.03%	0.06%	0.08%	Q1 2015	Q1 2016	5
Wick Capital Partners, LLC	3	2	0.12%	0.16%	0.20%	Q4 2021	Q3 2023	5
BlackDiamond Wealth Management, LLC	5	5	0.37%	0.50%	0.65%	Q4 2021	Q4 2022	5
CoreCap Advisors, LLC	5	5	0.04%	0.08%	0.12%	Q4 2021	Q4 2022	5
THEORY FINANCIAL LLC	4	1	0.27%	0.50%	0.58%	Q2 2022	Q3 2023	5
YOUSIF CAPITAL MANAGEMENT, LLC	3	1	0.00%	0.02%	0.06%	Q4 2021	Q3 2023	5
Permanens Capital L.P.	5	5	0.01%	0.01%	0.01%	Q1 2019	Q1 2020	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.05%	0.08%	0.14%	Q4 2016	Q4 2017	5
KMS FINANCIAL SERVICES, INC	5	5	0.05%	0.07%	0.13%	Q3 2013	Q3 2014	5
RVW Wealth, LLC	5	5	0.03%	0.03%	0.03%	Q4 2022	Q4 2023	5
TECTONIC ADVISORS LLC	5	5	0.01%	0.01%	0.02%	Q4 2021	Q4 2022	5
WILMINGTON TRUST CO	5	5	4.10%	4.60%	5.14%	Q2 2013	Q2 2014	5
ENZI WEALTH	5	5	0.18%	0.21%	0.24%	Q3 2022	Q3 2023	5
Horan Capital Advisors, LLC.	2	1	0.01%	0.01%	0.02%	Q3 2017	Q3 2020	5
Legacy Financial Advisors, Inc.	5	5	0.01%	0.01%	0.01%	Q1 2018	Q1 2019	5
Edge Advisors, LLC	3	2	0.00%	0.00%	0.01%	Q4 2016	Q2 2018	5
Ulrich Consultants & Investment Group, LLC	5	5	0.43%	1.34%	2.23%	Q2 2022	Q2 2023	5
Derbend Asset Management	4	1	0.24%	1.59%	6.88%	Q2 2021	Q3 2023	5
RiverTree Advisors, LLC	5	5	2.57%	3.08%	3.63%	Q4 2020	Q4 2021	5
ERn Financial, LLC	4	1	0.13%	0.92%	3.99%	Q1 2019	Q1 2022	5
Savior LLC	5	5	0.03%	0.04%	0.04%	Q2 2020	Q2 2021	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.09%	0.13%	0.19%	Q4 2018	Q4 2019	5
BARRETT & COMPANY, INC.	5	5	4.14%	4.23%	4.38%	Q3 2022	Q3 2023	5
FIRST COMMUNITY TRUST NA	5	5	0.03%	0.03%	0.03%	Q4 2021	Q4 2022	5
CBIZ Investment Advisory Services, LLC	5	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	5
Stifel Trust Company, N.A.	5	5	0.02%	0.02%	0.02%	Q3 2013	Q3 2014	5
QCM Cayman, Ltd.	3	1	0.05%	0.45%	0.72%	Q1 2014	Q2 2021	5
Pacifica Partners Inc.	3	2	0.01%	0.03%	0.04%	Q4 2019	Q2 2022	5
ROCKLAND TRUST CO	3	2	0.01%	0.02%	0.02%	Q3 2021	Q2 2023	5
Hilltop Holdings Inc.	4	1	0.03%	0.08%	0.25%	Q2 2021	Q3 2023	5
Laidlaw Wealth Management LLC	4	1	0.05%	0.06%	0.06%	Q4 2020	Q2 2023	5
Trilogy Capital Inc.	2	1	0.00%	0.07%	0.29%	Q2 2018	Q3 2023	5
MADISON WEALTH MANAGEMENT	5	5	0.05%	0.05%	0.06%	Q3 2022	Q3 2023	5
PARK NATIONAL CORP /OH/	5	5	0.02%	0.02%	0.02%	Q4 2022	Q4 2023	5
FOUNDERS BANK & TRUST	5	5	0.04%	0.04%	0.04%	Q4 2013	Q4 2014	5
SouthState Corp	5	5	0.00%	0.01%	0.02%	Q1 2022	Q1 2023	5
Slow Capital, Inc.	4	1	0.00%	0.17%	0.27%	Q1 2019	Q3 2020	5
MCIA Inc	3	2	0.01%	0.06%	0.10%	Q2 2017	Q3 2023	5
Platte River Capital LLC	5	5	0.08%	0.11%	0.14%	Q2 2013	Q2 2014	5
CABOT WEALTH MANAGEMENT INC	5	5	0.08%	0.13%	0.23%	Q2 2013	Q2 2014	5
Wilmington Trust Investment Management, LLC	5	5	15.57%	23.75%	31.30%	Q2 2013	Q2 2014	5
Apriem Advisors	3	1	0.00%	0.01%	0.04%	Q4 2015	Q2 2018	5
NORTHWEST INVESTMENT COUNSELORS, LLC	4	1	0.00%	0.03%	0.06%	Q3 2019	Q3 2023	5
Clear Perspective Advisors, LLC	4	1	0.02%	0.04%	0.06%	Q3 2017	Q4 2021	5
PARSONS CAPITAL MANAGEMENT INC/RI	4	1	0.02%	0.02%	0.02%	Q4 2020	Q1 2022	5
FIRST HORIZON CORP	4	1	0.17%	0.20%	0.23%	Q2 2013	Q2 2021	5
Avidian Wealth Solutions, LLC	2	1	0.02%	0.06%	0.11%	Q2 2021	Q3 2023	5
GOFEN & GLOSSBERG LLC /IL/	5	5	0.01%	0.01%	0.01%	Q1 2021	Q1 2022	5
Fiera Capital Corp	3	2	0.00%	0.00%	0.01%	Q4 2015	Q4 2020	5
Fortis Advisors, LLC	5	5	0.04%	0.05%	0.05%	Q4 2017	Q4 2018	5
Drexel Morgan & Co.	5	5	0.51%	0.62%	0.97%	Q1 2015	Q1 2016	5
ROCKY MOUNTAIN ADVISERS, LLC	5	5	0.18%	0.18%	0.19%	Q3 2017	Q3 2018	5
Baron Wealth Management LLC	5	5	1.29%	1.57%	2.43%	Q4 2022	Q4 2023	5
Independent Advisor Alliance	3	1	0.02%	0.39%	1.24%	Q1 2017	Q4 2020	5
Fulcrum Equity Management	3	2	0.11%	0.17%	0.25%	Q2 2020	Q1 2022	5
MANAGED ACCOUNT SERVICES INC	5	5	0.06%	0.07%	0.07%	Q2 2020	Q2 2021	5
Aprio Wealth Management, LLC	5	5	0.19%	0.21%	0.26%	Q3 2022	Q3 2023	5
Sowa Financial Group, Inc.	5	5	0.04%	0.05%	0.05%	Q4 2019	Q4 2020	5
Tempus Wealth Planning, LLC	4	1	0.95%	1.26%	1.85%	Q1 2021	Q2 2023	5
JT Stratford LLC	4	1	0.33%	0.49%	0.61%	Q1 2021	Q3 2023	5
Compass Wealth Management LLC	5	5	0.01%	0.01%	0.04%	Q4 2022	Q4 2023	5
Crescent Capital Consulting, LLC	5	5	1.65%	1.97%	2.49%	Q4 2020	Q4 2021	5
TRADITION ASSET MANAGEMENT LLC	5	5	0.27%	0.29%	0.33%	Q2 2019	Q2 2020	5
Highland Private Wealth Management	4	1	0.04%	0.85%	4.08%	Q1 2018	Q3 2022	5
Avitas Wealth Management LLC	5	5	2.43%	2.67%	3.16%	Q3 2022	Q3 2023	5
Stelac Advisory Services LLC	5	5	0.03%	0.04%	0.06%	Q2 2020	Q2 2021	5
Colonial Trust Co / SC	5	5	0.04%	0.04%	0.05%	Q3 2022	Q3 2023	5
NorthLanding Financial Partners, LLC	5	5	0.56%	0.70%	0.85%	Q3 2022	Q3 2023	5
Hoover Financial Advisors, Inc.	5	5	0.04%	0.06%	0.08%	Q2 2020	Q2 2021	5
Second Half Financial Partners, LLC	5	5	0.30%	0.73%	2.00%	Q3 2022	Q3 2023	5
ROTHSCHILD INVESTMENT LLC /IL	5	5	0.08%	0.09%	0.09%	Q3 2022	Q3 2023	5
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.03%	0.04%	0.05%	Q2 2019	Q4 2020	5
Brown Miller Wealth Management, LLC	2	1	0.24%	0.28%	0.36%	Q4 2020	Q3 2023	5
Tradewinds, LLC.	3	2	0.17%	0.19%	0.21%	Q2 2022	Q3 2023	5
WILLNER & HELLER, LLC	5	5	0.36%	0.40%	0.44%	Q4 2021	Q4 2022	5
M&R CAPITAL MANAGEMENT INC	5	5	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	5
CHILTON CAPITAL MANAGEMENT LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	5
Kaizen Financial Strategies	3	2	0.22%	0.37%	0.80%	Q4 2020	Q1 2022	5
Lansing Street Advisors	4	1	0.01%	0.01%	0.02%	Q1 2022	Q2 2023	5
SBK Financial, Inc.	5	5	1.37%	1.59%	1.76%	Q4 2021	Q4 2022	5
Strategic Capital Group LLC	5	5	0.04%	2.07%	3.20%	Q2 2013	Q2 2014	5
Farmers National Bank	3	2	0.04%	0.14%	0.43%	Q4 2017	Q2 2019	5
Trust Co	3	2	0.01%	0.02%	0.03%	Q1 2015	Q4 2017	5
Eukles Asset Management	3	2	0.01%	0.02%	0.03%	Q2 2019	Q3 2023	5
Belvedere Trading LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	5
MITCHELL MCLEOD PUGH & WILLIAMS INC	5	5	0.12%	0.18%	0.23%	Q3 2022	Q3 2023	5
Wilmington Trust, National Association	5	5	3.22%	3.39%	3.66%	Q2 2013	Q2 2014	5
Red Tortoise LLC	4	1	0.05%	0.06%	0.06%	Q3 2021	Q3 2023	5
Axiom Advisory, LLC	3	2	0.18%	0.20%	0.20%	Q4 2021	Q3 2023	5
Next Level Private LLC	4	1	0.17%	0.69%	0.89%	Q4 2021	Q3 2023	5
CFS Investment Advisory Services, LLC	4	1	0.07%	0.10%	0.14%	Q3 2021	Q2 2023	5
RWA WEALTH PARTNERS, LLC	2	1	0.00%	0.03%	0.05%	Q1 2018	Q3 2022	5
NewSquare Capital LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Beaird Harris Wealth Management, LLC	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
RESOLUTE FINANCIAL, LLC	5	5	0.36%	0.38%	0.40%	Q4 2021	Q4 2022	5
True Link Financial Advisors, LLC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
Wealth Architects, LLC	5	5	0.25%	0.26%	0.27%	Q3 2015	Q3 2016	5
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.24%	0.35%	0.44%	Q4 2016	Q3 2017	4
LMG Wealth Partners, LLC	4	4	6.99%	7.45%	7.78%	Q4 2022	Q3 2023	4
Twelve Points Wealth Management LLC	2	2	0.10%	0.14%	0.19%	Q4 2021	Q3 2023	4
Truadvice, LLC	4	4	0.11%	0.50%	0.77%	Q4 2022	Q3 2023	4
Beacon Bridge Wealth Partners, LLC	4	4	2.02%	2.24%	2.79%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	2.15%	2.24%	2.33%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.12%	0.13%	0.13%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.03%	0.03%	0.04%	Q4 2021	Q3 2022	4
McGlone Suttner Wealth Management, Inc.	4	4	0.31%	0.39%	0.45%	Q4 2022	Q3 2023	4
Worth Financial Advisory Group, LLC	4	4	0.42%	0.52%	0.57%	Q4 2022	Q3 2023	4
DF DENT & CO INC	1	1	0.01%	0.03%	0.07%	Q4 2013	Q4 2022	4
Breakwater Capital Group	4	4	0.36%	0.38%	0.41%	Q4 2022	Q3 2023	4
Simmons Bank	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Summit Financial, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
JACKSON SQUARE CAPITAL, LLC	4	4	0.04%	0.05%	0.06%	Q4 2019	Q3 2020	4
ROWLAND CARMICHAEL ADVISORS INC /ADV	4	4	0.01%	0.01%	0.01%	Q1 2020	Q4 2020	4
Rain Capital Management, LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Syntegra Private Wealth Group, LLC	4	4	0.15%	0.15%	0.17%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Redwood Wealth Management Group, LLC	4	4	2.83%	2.92%	3.02%	Q4 2022	Q3 2023	4
Goldstein Advisors, LLC	4	4	0.08%	0.08%	0.08%	Q4 2022	Q3 2023	4
ABSOLUTE CAPITAL MANAGEMENT, LLC	2	1	0.01%	0.17%	0.46%	Q4 2021	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.03%	0.05%	0.07%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.12%	0.19%	0.37%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
CAPSTONE ASSET MANAGEMENT CO	4	4	0.06%	0.06%	0.06%	Q1 2015	Q4 2015	4
Zions Bancorporation, N.A.	4	4	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	4
Allegis Investment Advisors, LLC	2	2	0.54%	0.97%	1.47%	Q4 2015	Q3 2017	4
Family Asset Management, LLC	4	4	3.68%	3.85%	4.11%	Q4 2022	Q3 2023	4
MAIRS & POWER INC	4	4	0.00%	0.00%	0.01%	Q2 2013	Q1 2014	4
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	4	4	0.07%	0.07%	0.07%	Q4 2018	Q3 2019	4
Dominguez Wealth Management Solutions, Inc.	4	4	1.02%	1.05%	1.08%	Q4 2022	Q3 2023	4
Intelligence Driven Advisers, LLC	3	1	0.04%	0.04%	0.06%	Q3 2022	Q3 2023	4
Clarkston Capital Partners, LLC	4	4	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	4
Fulcrum Capital LLC	4	4	0.64%	0.81%	0.98%	Q4 2017	Q3 2018	4
Peachtree Investment Advisors, Inc.	4	4	0.07%	0.08%	0.10%	Q3 2014	Q2 2015	4
Gallacher Capital Management LLC	4	4	2.35%	2.51%	2.69%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.07%	0.08%	0.08%	Q4 2022	Q3 2023	4
CERTUITY, LLC	2	1	0.06%	0.07%	0.08%	Q4 2019	Q3 2021	4
Strategic Investment Solutions, Inc. /IL	4	4	0.02%	0.07%	0.11%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.37%	0.44%	0.52%	Q4 2022	Q3 2023	4
Verum Partners LLC	4	4	0.30%	0.44%	0.53%	Q4 2022	Q3 2023	4
One Day In July LLC	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
Moss Adams Wealth Advisors LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
Cypress Point Wealth Management, LLC	4	4	0.04%	0.05%	0.07%	Q4 2020	Q3 2021	4
Beaumont Financial Advisors, LLC	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.24%	0.25%	0.26%	Q4 2022	Q3 2023	4
SG Select LLC	4	4	9.90%	12.87%	16.80%	Q2 2013	Q1 2014	4
LAKE STREET ADVISORS GROUP, LLC	4	4	0.04%	0.05%	0.05%	Q1 2022	Q4 2022	4
Navis Wealth Advisors, LLC	4	4	1.07%	1.36%	1.65%	Q4 2022	Q3 2023	4
Evolution Wealth Advisors, LLC	2	1	0.02%	0.06%	0.12%	Q1 2020	Q3 2023	4
Centurion Wealth Management LLC	4	4	0.25%	0.37%	0.67%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.02%	0.05%	0.14%	Q4 2022	Q3 2023	4
Allspring Global Investments Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q2 2023	4
Ken Stern & Associates, Inc.	3	1	0.17%	1.03%	2.79%	Q4 2014	Q2 2016	4
Paragon Capital Management Ltd	2	1	0.02%	0.86%	1.76%	Q3 2017	Q1 2023	4
TILIA FIDUCIARY PARTNERS, INC.	4	4	0.02%	0.03%	0.03%	Q4 2021	Q3 2022	4
KFA Private Wealth Group, LLC	4	4	0.26%	0.27%	0.31%	Q4 2022	Q3 2023	4
ST GERMAIN D J CO INC	3	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	4
Gratus Capital, LLC	3	1	0.01%	0.05%	0.06%	Q2 2021	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.16%	0.20%	0.30%	Q4 2022	Q3 2023	4
Ruedi Wealth Management, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
JFG Wealth Management, LLC	4	4	0.08%	0.09%	0.10%	Q1 2022	Q4 2022	4
Cleary Gull Holdings Inc.	4	4	0.08%	0.09%	0.10%	Q2 2015	Q1 2016	4
Callan Family Office, LLC	4	4	2.17%	2.43%	2.57%	Q4 2022	Q3 2023	4
MILESTONE WEALTH, LLC	4	4	1.30%	1.34%	1.38%	Q4 2021	Q3 2022	4
Bleakley Financial Group, LLC	4	4	0.19%	0.20%	0.22%	Q4 2022	Q3 2023	4
OAKWOOD CAPITAL MANAGEMENT LLC/CA	4	4	0.08%	0.09%	0.13%	Q3 2020	Q2 2021	4
Shone Asset Management LLC	4	4	3.70%	4.19%	4.53%	Q1 2020	Q4 2020	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
MOODY LYNN & LIEBERSON, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
Better Money Decisions, LLC	3	1	0.01%	0.02%	0.04%	Q1 2021	Q2 2022	4
SUTTON PLACE INVESTORS LLC	3	1	0.35%	0.52%	0.63%	Q4 2021	Q3 2023	4
STRATEGIC INVESTMENT MANAGEMENT, LLC	4	4	4.00%	6.29%	8.30%	Q4 2013	Q3 2014	4
Adams Chetwood Wealth Management LLC	4	4	0.53%	0.55%	0.57%	Q4 2020	Q3 2021	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.31%	0.33%	0.34%	Q4 2020	Q3 2021	4
VAN ECK ASSOCIATES CORP	3	1	0.02%	0.08%	0.17%	Q4 2014	Q2 2016	4
PGIM Custom Harvest LLC	3	1	0.01%	0.03%	0.05%	Q3 2021	Q3 2023	4
CHEMICAL BANK	4	4	0.04%	0.04%	0.04%	Q3 2018	Q2 2019	4
CHAPIN DAVIS, INC.	4	4	0.54%	0.57%	0.59%	Q4 2022	Q3 2023	4
White Lighthouse Investment Management Inc.	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Thrive Wealth Management, LLC	3	1	0.07%	0.12%	0.15%	Q4 2021	Q3 2023	4
Y-Intercept (Hong Kong) Ltd	2	1	0.06%	0.10%	0.19%	Q3 2021	Q2 2023	4
Diversified, LLC	2	1	0.05%	0.08%	0.12%	Q4 2020	Q2 2023	4
AdvicePeriod, LLC	3	1	0.10%	0.12%	0.14%	Q3 2018	Q2 2021	4
TRUST DEPARTMENT MB FINANCIAL BANK N A	4	4	0.01%	0.01%	0.01%	Q2 2018	Q1 2019	4
OKABENA INVESTMENT SERVICES INC	3	1	0.06%	0.31%	0.44%	Q4 2021	Q2 2023	4
TRUST CO OF VIRGINIA /VA	4	4	0.08%	0.08%	0.09%	Q4 2022	Q3 2023	4
STATE STREET CORP	3	1	0.01%	0.01%	0.02%	Q2 2014	Q3 2016	4
Asset Allocation Strategies LLC	4	4	3.91%	4.25%	5.18%	Q4 2022	Q3 2023	4
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4	4	0.09%	0.10%	0.10%	Q4 2017	Q3 2018	4
Newton One Investments LLC	4	4	0.17%	0.20%	0.21%	Q4 2022	Q3 2023	4
TMD Wealth Management, LLC	4	4	0.32%	0.45%	0.83%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.02%	0.03%	0.05%	Q4 2022	Q3 2023	4
Summit Investment Advisory Services, LLC	4	4	4.36%	5.12%	6.90%	Q4 2022	Q3 2023	4
KARLINSKI ANDREW C	4	4	2.44%	3.42%	4.58%	Q4 2021	Q3 2022	4
USA FINANCIAL FORMULAS	2	2	0.00%	0.00%	0.01%	Q3 2020	Q1 2022	4
Trek Financial, LLC	3	1	0.12%	0.19%	0.29%	Q4 2018	Q3 2023	4
Mach-1 Financial Group, LLC	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
BIEGEL & WALLER LLC	4	4	0.57%	1.04%	2.39%	Q4 2018	Q3 2019	4
Nalls Sherbakoff Group, LLC	3	1	0.14%	0.16%	0.19%	Q4 2018	Q3 2023	4
Stone Asset Management Inc.	2	2	0.13%	1.22%	2.30%	Q1 2022	Q1 2023	4
EverSource Wealth Advisors, LLC	4	4	0.03%	0.04%	0.07%	Q4 2022	Q3 2023	4
Round Table Services, LLC	4	4	0.05%	0.06%	0.07%	Q4 2021	Q3 2022	4
NORTHSTAR INVESTMENT ADVISORS LLC	4	4	0.06%	0.06%	0.06%	Q3 2020	Q2 2021	4
UNIONVIEW, LLC	2	2	0.20%	0.21%	0.24%	Q4 2021	Q3 2023	4
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	4	4	0.05%	0.05%	0.05%	Q4 2022	Q3 2023	4
HORIZON BANCORP INC /IN/	4	4	0.01%	0.01%	0.02%	Q4 2019	Q3 2020	4
Stonebridge Financial Planning Group, LLC	4	4	0.02%	0.02%	0.02%	Q1 2021	Q4 2021	4
Gs Investments, Inc.	4	4	0.01%	0.01%	0.01%	Q2 2017	Q1 2018	4
Tranquility Partners, LLC	2	2	0.10%	0.18%	0.25%	Q2 2022	Q3 2023	4
Windsor Advisory Group, LLC	4	4	0.37%	0.39%	0.42%	Q4 2022	Q3 2023	4
Aspire Private Capital, LLC	2	2	0.01%	0.04%	0.07%	Q4 2018	Q3 2023	4
Stewardship Financial Advisors, LLC	3	1	0.01%	0.04%	0.05%	Q3 2018	Q1 2021	4
NBT BANK N A /NY	4	4	0.05%	0.06%	0.07%	Q4 2022	Q3 2023	4
B. Riley Financial, Inc.	4	4	0.12%	0.19%	0.26%	Q3 2017	Q2 2018	4
Brookfield Asset Management	4	4	0.01%	0.01%	0.01%	Q2 2013	Q1 2014	4
Allen Investment Management, LLC	3	1	0.01%	0.05%	0.16%	Q1 2016	Q3 2017	4
Mendel Money Management	4	4	0.17%	0.18%	0.19%	Q4 2022	Q3 2023	4
Aveo Capital Partners, LLC	2	1	0.04%	0.09%	0.16%	Q4 2016	Q3 2023	4
Transamerica Financial Advisors, Inc.	2	1	0.00%	0.05%	0.14%	Q1 2015	Q2 2019	4
Intergy Private Wealth, LLC	4	4	0.20%	0.22%	0.24%	Q4 2022	Q3 2023	4
Great Lakes Retirement, Inc.	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
Beacon Capital Management, Inc.	4	4	0.00%	0.00%	0.00%	Q1 2015	Q4 2015	4
SP Asset Management	4	4	0.02%	0.02%	0.02%	Q2 2021	Q1 2022	4
Morton Capital Management LLC/CA	2	2	0.10%	0.11%	0.11%	Q4 2021	Q3 2023	4
IAMS WEALTH MANAGEMENT, LLC	4	4	0.46%	0.59%	0.76%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.02%	0.12%	0.35%	Q4 2022	Q3 2023	4
Western Pacific Wealth Management, LP	4	4	0.00%	0.21%	0.41%	Q4 2021	Q3 2022	4
New Republic Capital, LLC	4	4	0.12%	0.19%	0.24%	Q4 2022	Q3 2023	4
First County Bank /CT/	4	4	0.40%	0.57%	0.74%	Q4 2022	Q3 2023	4
Quintet Private Bank (Europe) S.A.	3	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	4
Shorepoint Capital Partners LLC	4	4	0.84%	0.91%	1.02%	Q1 2019	Q4 2019	4
Winslow Capital Management, LLC	2	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2022	4
THOROUGHBRED FINANCIAL SERVICES, LLC	4	4	0.04%	0.05%	0.06%	Q1 2021	Q4 2021	4
Milestone Investment Advisors LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Sageworth Trust Co of South Dakota	4	4	0.89%	1.03%	1.19%	Q4 2022	Q3 2023	4
Accretive Wealth Partners, LLC	4	4	0.15%	0.15%	0.15%	Q4 2022	Q3 2023	4
Foundation Wealth Management, LLC	4	4	21.24%	23.47%	24.67%	Q4 2022	Q3 2023	4
Kapstone Financial Advisors LLC	4	4	1.47%	1.56%	1.66%	Q4 2022	Q3 2023	4
Cadence Bank	4	4	0.17%	0.19%	0.22%	Q4 2022	Q3 2023	4
Opes Advisors Inc	2	2	0.14%	0.17%	0.20%	Q1 2017	Q1 2018	4
RMR Wealth Builders	2	1	0.02%	0.03%	0.04%	Q4 2019	Q1 2021	4
BBJS FINANCIAL ADVISORS, LLC	4	4	4.24%	4.61%	5.01%	Q4 2022	Q3 2023	4
FSA Wealth Management LLC	3	1	0.08%	0.09%	0.11%	Q4 2019	Q4 2020	4
True Wealth Design, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Quantum Capital Management, LLC / NJ	4	4	0.02%	0.02%	0.02%	Q4 2018	Q3 2019	4
BOS Asset Management, LLC	4	4	0.19%	0.21%	0.26%	Q4 2022	Q3 2023	4
Per Stirling Capital Management, LLC.	4	4	3.07%	4.28%	4.97%	Q4 2022	Q3 2023	4
Upper Left Wealth Management, LLC	4	4	1.55%	2.80%	3.71%	Q4 2022	Q3 2023	4
First Farmers & Merchants Bank / Trust	4	4	2.45%	2.67%	3.14%	Q4 2021	Q3 2022	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.04%	0.05%	0.05%	Q2 2017	Q1 2018	4
DSC Advisors, L.P.	2	1	0.07%	0.36%	0.83%	Q1 2016	Q4 2018	4
Capstone Financial Group, Inc.	4	4	0.05%	0.05%	0.05%	Q4 2019	Q3 2020	4
Trail Ridge Investment Advisors, LLC	4	4	0.13%	0.46%	0.77%	Q4 2021	Q3 2022	4
CABANA LLC	2	1	0.01%	0.07%	0.19%	Q4 2018	Q2 2020	4
Park Place Capital Corp	4	4	1.07%	1.14%	1.20%	Q4 2022	Q3 2023	4
First PREMIER Bank	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
KMG FIDUCIARY PARTNERS, LLC	3	3	0.19%	0.19%	0.19%	Q1 2023	Q3 2023	3
Divergent Wealth Advisors	3	3	0.02%	0.02%	0.03%	Q1 2018	Q3 2018	3
Secrest Blakey & Associates, LLC	3	3	0.02%	0.02%	0.02%	Q1 2019	Q3 2019	3
Ford Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2021	3
Acorn Wealth Advisors, LLC	3	3	0.09%	0.11%	0.12%	Q4 2017	Q2 2018	3
Midwest Professional Planners, LTD.	3	3	0.00%	0.01%	0.01%	Q4 2017	Q2 2018	3
Ballast, Inc.	3	3	0.08%	0.25%	0.59%	Q4 2022	Q2 2023	3
MainStreet Investment Advisors LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
VERUS CAPITAL PARTNERS, LLC	2	1	0.02%	0.04%	0.06%	Q4 2019	Q3 2023	3
One Wealth Advisors, LLC	2	1	0.02%	0.41%	0.97%	Q4 2022	Q3 2023	3
First Citizens Financial Corp	2	1	0.16%	0.18%	0.19%	Q4 2020	Q3 2021	3
One Charles Private Wealth Services, LLC	3	3	0.12%	0.13%	0.13%	Q3 2021	Q1 2022	3
Verdence Capital Advisors LLC	1	1	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	3
Argent Wealth Management LLC	3	3	1.35%	1.67%	1.94%	Q4 2019	Q2 2020	3
DOHJ, LLC	3	3	0.56%	0.90%	1.32%	Q1 2023	Q3 2023	3
MAGNOLIA CAPITAL MANAGEMENT LTD	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
Peak Capital Management LLC	3	3	0.02%	0.02%	0.02%	Q1 2018	Q3 2018	3
Conservest Capital Advisors, Inc.	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
OmniStar Financial Group, Inc.	2	1	0.04%	0.14%	0.20%	Q2 2018	Q1 2020	3
Premia Global Advisors, LLC	3	3	0.51%	1.55%	2.12%	Q4 2017	Q2 2018	3
Ascension Capital Advisors, Inc.	2	1	4.23%	5.01%	5.91%	Q3 2020	Q4 2021	3
Annandale Capital, LLC	3	3	0.12%	0.13%	0.14%	Q1 2023	Q3 2023	3
ONE Advisory Partners, LLC	2	1	0.17%	0.97%	2.20%	Q2 2022	Q3 2023	3
FORT PITT CAPITAL GROUP, LLC	2	1	0.00%	0.01%	0.01%	Q4 2020	Q1 2022	3
Advisor Resource Council	1	1	0.24%	0.29%	0.33%	Q2 2021	Q2 2022	3
Klingman & Associates, LLC	2	1	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	3
Julex Capital Management, LLC	3	3	1.73%	2.69%	4.29%	Q4 2018	Q2 2019	3
FFT WEALTH MANAGEMENT LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Treybourne Wealth Planners, Inc.	3	3	0.58%	0.59%	0.62%	Q4 2020	Q2 2021	3
Harfst & Associates, Inc.	3	3	0.02%	0.02%	0.02%	Q2 2015	Q4 2015	3
Genesis Wealth Advisors, LLC	3	3	0.04%	0.08%	0.10%	Q4 2014	Q2 2015	3
Mirador Capital Partners LP	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Allegiant Private Advisors, LLC	3	3	9.70%	10.38%	11.38%	Q4 2020	Q2 2021	3
Opal Wealth Advisors, LLC	3	3	0.43%	0.51%	0.61%	Q2 2022	Q4 2022	3
Thrive Capital Management, LLC	2	1	0.15%	0.16%	0.17%	Q2 2021	Q1 2023	3
Bridge Advisory, LLC	2	1	0.10%	0.24%	0.48%	Q4 2020	Q1 2022	3
Geier Asset Management, Inc.	3	3	0.29%	0.30%	0.30%	Q4 2020	Q2 2021	3
Pictet North America Advisors SA	3	3	0.04%	0.05%	0.05%	Q1 2023	Q3 2023	3
Optiver Holding B.V.	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Checchi Capital Advisers, LLC	3	3	0.08%	0.10%	0.12%	Q3 2014	Q1 2015	3
GeoWealth Management, LLC	1	1	0.01%	0.14%	0.32%	Q2 2020	Q3 2023	3
Strategic Financial Concepts, LLC	3	3	0.09%	0.10%	0.10%	Q1 2023	Q3 2023	3
East Coast Asset Management, LLC.	3	3	0.02%	0.02%	0.02%	Q4 2012	Q2 2013	3
Andrew Hill Investment Advisors, Inc.	3	3	0.29%	0.30%	0.30%	Q4 2021	Q2 2022	3
Winfield Associates, Inc.	3	3	0.08%	0.12%	0.15%	Q2 2014	Q4 2014	3
Wedmont Private Capital	2	1	0.04%	0.07%	0.09%	Q1 2022	Q3 2023	3
Morling Financial Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Peterson Wealth Services	2	1	0.13%	2.40%	4.30%	Q4 2021	Q1 2023	3
Delta Dental Plan of Michigan, Inc.	3	3	7.39%	7.75%	8.00%	Q4 2017	Q2 2018	3
Glovista Investments LLC	1	1	0.13%	2.03%	3.89%	Q1 2018	Q4 2022	3
City State Bank	3	3	0.04%	0.04%	0.05%	Q4 2021	Q2 2022	3
VANGUARD GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
LOEB PARTNERS CORP	3	3	0.14%	0.99%	2.69%	Q2 2018	Q4 2018	3
Ascent Group, LLC	2	1	0.06%	0.19%	0.30%	Q1 2022	Q3 2023	3
Berkshire Money Management, Inc.	3	3	0.18%	0.27%	0.44%	Q2 2022	Q4 2022	3
KFG WEALTH MANAGEMENT, LLC	3	3	3.99%	4.77%	5.63%	Q1 2023	Q3 2023	3
Kraft, Davis & Associates, LLC	2	1	0.31%	1.86%	2.66%	Q4 2022	Q3 2023	3
CATALYST FINANCIAL PARTNERS LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Balboa Wealth Partners	2	1	0.13%	0.18%	0.22%	Q3 2022	Q3 2023	3
D L CARLSON INVESTMENT GROUP INC	3	3	0.04%	0.04%	0.04%	Q3 2021	Q1 2022	3
Cambria Investment Management, L.P.	3	3	0.03%	0.03%	0.04%	Q1 2019	Q3 2019	3
Cape Investment Advisory, Inc.	3	3	0.02%	0.03%	0.05%	Q1 2023	Q3 2023	3
Strata Wealth Advisors, LLC	2	1	0.22%	0.23%	0.26%	Q4 2022	Q3 2023	3
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
RFP Financial Group LLC	2	1	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	3
WEALTHFRONT Corp	3	3	0.00%	0.00%	0.00%	Q1 2015	Q3 2015	3
Glass Jacobson Investment Advisors llc	2	1	0.18%	0.20%	0.24%	Q4 2022	Q3 2023	3
Tilson Financial Group, Inc.	2	1	4.61%	4.75%	4.86%	Q4 2022	Q3 2023	3
Garden State Investment Advisory Services LLC	3	3	0.12%	0.13%	0.15%	Q4 2022	Q2 2023	3
Delta Financial Group, Inc.	2	1	0.29%	0.30%	0.32%	Q4 2022	Q3 2023	3
Midwest Financial Group LLC	3	3	3.17%	3.17%	3.18%	Q1 2023	Q3 2023	3
Ruggaard & Associates LLC	3	3	0.13%	0.16%	0.18%	Q1 2023	Q3 2023	3
PETRA FINANCIAL ADVISORS INC	2	1	0.20%	0.21%	0.22%	Q4 2022	Q3 2023	3
Imprint Wealth LLC	3	3	0.32%	0.34%	0.35%	Q1 2023	Q3 2023	3
O'Connor Financial Group LLC	3	3	0.21%	0.23%	0.24%	Q1 2023	Q3 2023	3
Resolute Wealth Strategies, LLC	3	3	6.44%	6.82%	7.02%	Q1 2023	Q3 2023	3
INSTRUMENTAL WEALTH, LLC	3	3	12.73%	13.44%	13.96%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	0.24%	0.27%	0.30%	Q1 2023	Q3 2023	3
National Wealth Management Group, LLC	3	3	0.46%	0.49%	0.54%	Q3 2022	Q1 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Solano Wealth Management, Inc.	3	3	0.44%	0.48%	0.52%	Q1 2023	Q3 2023	3
BSW Wealth Partners	3	3	0.05%	0.06%	0.06%	Q3 2021	Q1 2022	3
SMITH, MOORE & CO.	3	3	0.12%	0.13%	0.14%	Q1 2017	Q3 2017	3
BRR OpCo, LLC	3	3	0.04%	0.04%	0.05%	Q1 2022	Q3 2022	3
Tiedemann Wealth Management Holdings, LLC	3	3	7.03%	13.16%	18.91%	Q3 2016	Q1 2017	3
COZAD ASSET MANAGEMENT INC	2	1	0.03%	0.12%	0.18%	Q2 2020	Q1 2023	3
GFS Advisors, LLC	3	3	2.30%	2.44%	2.51%	Q2 2015	Q4 2015	3
Portfolio Strategies Inc	2	1	2.48%	3.78%	6.27%	Q4 2014	Q2 2017	3
Vision Capital Management, Inc.	2	1	0.03%	0.04%	0.04%	Q4 2021	Q2 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	3.58%	6.30%	8.16%	Q4 2021	Q2 2022	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
PRICE T ROWE ASSOCIATES INC /MD/	2	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	3
CHILTON INVESTMENT CO INC.	2	1	0.01%	0.05%	0.08%	Q3 2021	Q3 2022	3
Jane Street Holding, LLC	1	1	0.01%	0.10%	0.20%	Q3 2013	Q3 2013	3
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
BAHL & GAYNOR INC	2	1	0.00%	0.01%	0.02%	Q2 2015	Q2 2017	3
Opes Wealth Management LLC	2	1	0.10%	0.12%	0.13%	Q2 2020	Q1 2021	3
GYL FINANCIAL SYNERGIES, LLC	2	1	0.07%	0.10%	0.12%	Q2 2022	Q3 2023	3
HNP Capital LLC	2	1	0.06%	3.27%	9.69%	Q1 2020	Q4 2021	3
HIGHFIELDS CAPITAL MANAGEMENT LP	3	3	0.02%	0.16%	0.43%	Q1 2017	Q3 2017	3
Inscription Capital, LLC	2	1	0.02%	0.03%	0.04%	Q4 2018	Q2 2021	3
Valtinson Bruner Financial Planning LLC	3	3	1.24%	1.33%	1.38%	Q3 2021	Q1 2022	3
HOWLAND CAPITAL MANAGEMENT LLC	3	3	0.01%	0.01%	0.02%	Q1 2022	Q3 2022	3
Foster Victor Wealth Advisors, LLC	2	1	0.03%	0.12%	0.17%	Q1 2019	Q4 2021	3
Steward Financial Group LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.04%	0.05%	0.06%	Q4 2021	Q1 2022	2
HoyleCohen, LLC	2	2	0.02%	0.03%	0.04%	Q2 2022	Q3 2022	2
HERITAGE INVESTORS MANAGEMENT CORP	2	2	0.01%	0.02%	0.02%	Q1 2017	Q2 2017	2
Newport Wealth Strategies, Inc.	2	2	0.12%	0.13%	0.13%	Q2 2021	Q3 2021	2
Sonora Investment Management Group, LLC	2	2	0.02%	0.02%	0.03%	Q4 2021	Q1 2022	2
Missouri Trust & Investment Co	2	2	0.00%	0.01%	0.01%	Q2 2023	Q3 2023	2
Sandy Cove Advisors, LLC	2	2	0.01%	0.01%	0.02%	Q4 2021	Q1 2022	2
Pinnacle Private Wealth, LLC	2	2	0.09%	0.09%	0.10%	Q4 2021	Q1 2022	2
Echo45 Advisors LLC	2	2	0.29%	0.30%	0.30%	Q4 2022	Q1 2023	2
Garde Capital, Inc.	1	1	0.05%	0.20%	0.36%	Q3 2014	Q3 2023	2
Interchange Capital Partners, LLC	1	1	0.03%	0.26%	0.50%	Q4 2020	Q3 2023	2
JOURNEY STRATEGIC WEALTH LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q2 2022	2
Nauset Wealth Management. LLC	2	2	0.44%	0.52%	0.58%	Q4 2021	Q1 2022	2
Executive Wealth Management, LLC	2	2	0.01%	0.01%	0.02%	Q1 2019	Q2 2019	2
Portfolio Solutions, LLC	2	2	0.00%	0.00%	0.00%	Q4 2017	Q1 2018	2
FIRETHORN WEALTH PARTNERS, LLC	1	1	0.18%	0.61%	1.04%	Q2 2021	Q3 2023	2
SHUFRO ROSE & CO LLC	2	2	0.02%	0.02%	0.02%	Q2 2021	Q3 2021	2
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.14%	0.24%	0.34%	Q4 2015	Q1 2018	2
CLIFFORD SWAN INVESTMENT COUNSEL LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q4 2021	2
Insight Wealth Partners, LLC	2	2	0.24%	0.29%	0.34%	Q3 2020	Q4 2020	2
Jackson Wealth Management, LLC	2	2	0.19%	0.20%	0.21%	Q3 2019	Q4 2019	2
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	2	2	0.09%	0.09%	0.09%	Q4 2020	Q1 2021	2
Raleigh Capital Management Inc.	1	1	0.03%	0.10%	0.17%	Q3 2022	Q3 2023	2
BANQUE PICTET & CIE SA	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Twin Tree Management, LP	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
INR ADVISORY SERVICES LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.02%	0.02%	Q2 2020	Q1 2021	2
AlphaStar Capital Management, LLC	2	2	0.13%	0.19%	0.26%	Q3 2021	Q4 2021	2
Lebenthal Asset Management, LLC	2	2	0.05%	0.06%	0.06%	Q4 2016	Q1 2017	2
Lebenthal Holdings,LLC	1	1	0.23%	0.31%	0.40%	Q4 2014	Q2 2016	2
Sigma Investment Management Co	1	1	16.85%	17.04%	17.23%	Q4 2014	Q2 2015	2
FSC Wealth Advisors, LLC	2	2	0.66%	0.67%	0.68%	Q2 2022	Q3 2022	2
CGN Advisors LLC	2	2	0.04%	0.04%	0.05%	Q3 2023	Q4 2023	2
Donald L. Hagan, LLC	1	1	0.02%	0.02%	0.02%	Q3 2015	Q1 2016	2
Sendero Wealth Management, LLC	2	2	0.14%	0.15%	0.15%	Q2 2023	Q3 2023	2
Fortitude Advisory Group L.L.C.	2	2	0.08%	0.08%	0.08%	Q4 2021	Q1 2022	2
SWS Partners	2	2	0.01%	0.01%	0.01%	Q4 2017	Q1 2018	2
Pointe Capital Management LLC	1	1	0.04%	0.74%	1.44%	Q4 2016	Q1 2023	2
BRIDGES INVESTMENT COUNSEL INC/	2	2	0.04%	0.04%	0.04%	Q3 2015	Q4 2015	2
Prostatis Group LLC	1	1	0.01%	0.15%	0.30%	Q4 2019	Q2 2023	2
Crew Capital Management, Ltd.	2	2	0.20%	0.20%	0.21%	Q4 2021	Q1 2022	2
OneAscent Financial Services LLC	2	2	0.19%	0.22%	0.26%	Q4 2022	Q1 2023	2
EDMOND DE ROTHSCHILD (SUISSE) S.A.	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Legacy Financial Group LLC	1	1	0.54%	0.58%	0.62%	Q4 2021	Q3 2023	2
Wealthstream Advisors, Inc.	2	2	0.44%	0.47%	0.49%	Q2 2023	Q3 2023	2
Genesee Capital Advisors, LLC	2	2	0.11%	0.11%	0.11%	Q4 2021	Q1 2022	2
Gallagher Fiduciary Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Paulson Wealth Management Inc.	2	2	0.08%	0.08%	0.08%	Q2 2023	Q3 2023	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.02%	0.02%	0.03%	Q1 2023	Q2 2023	2
Orgel Wealth Management, LLC	2	2	0.01%	0.02%	0.02%	Q4 2021	Q1 2022	2
GUIDANCE CAPITAL, INC	2	2	0.58%	0.59%	0.59%	Q2 2023	Q3 2023	2
Cornerstone Planning Group LLC	2	2	0.02%	0.04%	0.06%	Q2 2023	Q3 2023	2
Live Oak Investment Partners	2	2	0.00%	0.00%	0.01%	Q4 2022	Q1 2023	2
Icon Wealth Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q3 2022	Q4 2022	2
BHF Kleinwort Benson Group S.A.	2	2	0.00%	0.00%	0.00%	Q1 2014	Q2 2014	2
Cosner Financial Group, LLC	2	2	2.72%	2.76%	2.79%	Q2 2023	Q3 2023	2
Clearshares LLC	2	2	1.02%	2.08%	3.15%	Q4 2017	Q1 2018	2
Core Wealth Management, Inc.	2	2	0.11%	0.11%	0.11%	Q2 2023	Q3 2023	2
LGT Financial Advisors LLC	2	2	0.09%	0.13%	0.17%	Q2 2023	Q3 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.07%	0.07%	0.08%	Q4 2022	Q1 2023	2
Quantitative Strategies, Inc.	2	2	19.48%	19.68%	19.88%	Q2 2023	Q3 2023	2
Beverly Hills Private Wealth, LLC	2	2	0.06%	0.07%	0.08%	Q2 2023	Q3 2023	2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2	2	0.22%	0.50%	0.79%	Q2 2023	Q3 2023	2
Bellwether Investment Group, LLC	1	1	0.51%	0.55%	0.60%	Q2 2016	Q4 2016	2
Bridgeworth, LLC	1	1	0.01%	0.02%	0.04%	Q2 2018	Q2 2023	2
Russell Investments Group, Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Centiva Capital, LP	2	2	0.30%	0.34%	0.38%	Q3 2018	Q4 2018	2
Shepherd Financial Partners LLC	2	2	0.05%	0.05%	0.05%	Q2 2018	Q3 2018	2
BEAM WEALTH ADVISORS, INC.	2	2	0.37%	0.87%	1.36%	Q4 2019	Q1 2020	2
SigFig Wealth Management, LLC	1	1	0.06%	0.21%	0.36%	Q1 2022	Q3 2023	2
Quantbot Technologies LP	2	2	0.01%	0.02%	0.04%	Q3 2022	Q4 2022	2
Princeton Global Asset Management LLC	2	2	0.02%	0.04%	0.07%	Q1 2019	Q2 2019	2
Buck Wealth Strategies, LLC	1	1	1.70%	1.72%	1.73%	Q3 2022	Q3 2023	2
Pinion Investment Advisors, LLC	2	2	0.45%	0.45%	0.46%	Q2 2022	Q3 2022	2
Legacy Capital Group California, Inc.	2	2	0.09%	0.09%	0.09%	Q2 2023	Q3 2023	2
ABLE Financial Group, LLC	2	2	0.10%	0.10%	0.11%	Q2 2023	Q3 2023	2
ALTERNA WEALTH MANAGEMENT, INC	1	1	0.16%	0.48%	0.81%	Q4 2018	Q3 2023	2
ORG Partners LLC	2	2	0.05%	0.05%	0.06%	Q2 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.55%	0.56%	0.57%	Q2 2023	Q3 2023	2
BROWN WEALTH MANAGEMENT, LLC	2	2	0.14%	0.16%	0.17%	Q2 2023	Q3 2023	2
NVWM, LLC	1	1	0.00%	0.02%	0.03%	Q4 2018	Q3 2023	2
AFT, FORSYTH & COMPANY, INC.	2	2	0.22%	0.22%	0.22%	Q2 2013	Q3 2013	2
True Capital Management	2	2	0.22%	0.23%	0.24%	Q4 2022	Q1 2023	2
Clear Harbor Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2020	2
Hanlon Investment Management, Inc.	2	2	0.22%	0.27%	0.32%	Q2 2023	Q3 2023	2
Menard Financial Group LLC	1	1	0.52%	0.56%	0.60%	Q3 2022	Q1 2023	2
Perennial Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q1 2021	Q2 2021	2
Adams Wealth Management	1	1	0.00%	0.45%	0.90%	Q4 2019	Q3 2020	2
McAlister, Sweet & Associates, Inc.	2	2	0.22%	0.23%	0.24%	Q4 2021	Q1 2022	2
NWK Group, Inc.	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.69%	0.78%	0.86%	Q2 2013	Q3 2013	2
Hemenway Trust Co LLC	2	2	0.18%	0.18%	0.18%	Q3 2015	Q4 2015	2
TD Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2020	2
Banyan Partners, LLC	2	2	0.07%	0.09%	0.10%	Q3 2013	Q4 2013	2
1ST SOURCE BANK	1	1	0.01%	0.03%	0.06%	Q4 2021	Q3 2023	2
DRW Securities, LLC	2	2	0.01%	0.28%	0.56%	Q4 2013	Q1 2014	2
Verition Fund Management LLC	1	1	0.01%	0.06%	0.11%	Q3 2015	Q3 2020	2
GTS SECURITIES LLC	2	2	0.00%	0.13%	0.27%	Q2 2023	Q3 2023	2
Chanos & Co LP	2	2	13.57%	17.67%	21.77%	Q4 2019	Q1 2020	2
My Legacy Advisors, LLC	2	2	0.10%	0.33%	0.55%	Q2 2023	Q3 2023	2
SlateStone Wealth, LLC	2	2	0.04%	0.05%	0.05%	Q2 2023	Q3 2023	2
Stratos Investment Management, LLC	2	2	0.04%	0.04%	0.05%	Q4 2021	Q1 2022	2
VisionPoint Advisory Group, LLC	2	2	0.02%	0.05%	0.08%	Q2 2023	Q3 2023	2
Clearstead Trust, LLC	2	2	0.00%	0.02%	0.05%	Q2 2023	Q3 2023	2
WealthTrust-Arizona, LLC	2	2	0.07%	0.07%	0.07%	Q3 2018	Q4 2018	2
XML SECURITIES, LLC	2	2	2.49%	2.61%	2.74%	Q4 2017	Q1 2018	2
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	2	2	0.25%	0.26%	0.26%	Q2 2018	Q3 2018	2
STRALEM & CO INC	2	2	0.07%	0.07%	0.08%	Q1 2020	Q2 2020	2
Employees Retirement System of Texas	2	2	0.04%	0.04%	0.05%	Q2 2013	Q3 2013	2
Livingston Group Asset Management CO (operating as Southport Capital Management)	1	1	0.03%	0.04%	0.05%	Q2 2016	Q3 2018	2
Beaton Management Co. Inc.	2	2	0.13%	0.21%	0.30%	Q4 2021	Q1 2022	2
Wealth Advisors of Tampa Bay, LLC	2	2	0.06%	0.06%	0.06%	Q4 2021	Q1 2022	2
AVITY INVESTMENT MANAGEMENT INC.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Legacy Private Trust Co.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
HELLMAN JORDAN MANAGEMENT CO INC /MA/	2	2	4.87%	7.78%	10.69%	Q2 2022	Q3 2022	2
Aris Wealth Services, Inc.	2	2	0.02%	0.03%	0.04%	Q2 2015	Q3 2015	2
Sage Financial Management Group, Inc.	1	1	0.39%	0.39%	0.39%	Q4 2022	Q3 2023	2
Cypress Capital Group	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
VAUGHAN & Co SECURITIES, INC.	2	2	0.19%	0.21%	0.23%	Q4 2019	Q1 2020	2
Vectors Research Management, LLC	2	2	0.05%	0.06%	0.06%	Q3 2021	Q4 2021	2
Bragg Financial Advisors, Inc	2	2	0.02%	0.02%	0.02%	Q3 2021	Q4 2021	2
DeDora Capital, Inc.	1	1	0.02%	0.04%	0.07%	Q4 2019	Q1 2022	2
Douglass Winthrop Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q3 2021	Q4 2021	2
Country Club Trust Company, n.a.	2	2	0.03%	0.04%	0.05%	Q3 2021	Q4 2021	2
BASSO CAPITAL MANAGEMENT, L.P.	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
RESOURCE CONSULTING GROUP INC	2	2	0.67%	0.70%	0.74%	Q4 2021	Q1 2022	2
STRATEGIC WEALTH MANAGEMENT INC	1	1	1.34%	2.55%	3.77%	Q4 2012	Q3 2014	2
Quadrant Private Wealth Management, LLC	2	2	0.13%	0.23%	0.32%	Q2 2023	Q3 2023	2
Edgewood Management	1	1	0.00%	0.00%	0.01%	Q4 2016	Q1 2022	2
Natixis Investment Managers International	2	2	0.12%	0.16%	0.21%	Q2 2015	Q3 2015	2
Detalus Advisors, LLC	2	2	1.01%	3.33%	5.65%	Q2 2023	Q3 2023	2
NOMURA HOLDINGS INC	2	2	0.05%	0.05%	0.05%	Q1 2017	Q2 2017	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
MCMORGAN & CO LLC	2	2	2.64%	2.71%	2.78%	Q2 2023	Q3 2023	2
ROFFMAN MILLER ASSOCIATES INC /PA/	1	1	0.03%	0.04%	0.04%	Q2 2020	Q3 2023	2
AGF INVESTMENTS INC.	2	2	0.07%	0.07%	0.07%	Q3 2015	Q4 2015	2
LEO BROKERAGE, LLC	1	1	0.03%	0.06%	0.08%	Q3 2020	Q1 2022	2
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	2	2	0.43%	0.70%	0.97%	Q2 2013	Q3 2013	2
Keystone Financial Group	2	2	0.04%	0.04%	0.05%	Q1 2022	Q2 2022	2
Atlantic Union Bankshares Corp	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Bigelow Investment Advisors, LLC	1	1	0.10%	0.13%	0.16%	Q2 2018	Q2 2021	2
PRINCIPAL FINANCIAL GROUP INC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	2
Clarus Wealth Advisors	2	2	0.36%	0.40%	0.44%	Q1 2018	Q2 2018	2
STANCORP INVESTMENT ADVISERS INC	2	2	2.20%	2.21%	2.23%	Q4 2014	Q1 2015	2
GREAT LAKES ADVISORS, LLC	1	1	0.01%	0.02%	0.02%	Q2 2013	Q1 2014	2
Charles Schwab Trust Co	2	2	0.25%	0.26%	0.28%	Q3 2019	Q4 2019	2
Paloma Partners Management Co	1	1	0.03%	0.06%	0.08%	Q1 2021	Q4 2022	2
Invst, LLC	2	2	0.03%	0.34%	0.64%	Q2 2023	Q3 2023	2
AFS Financial Group, LLC	2	2	0.20%	0.20%	0.20%	Q2 2023	Q3 2023	2
JB Capital LLC	2	2	0.02%	0.84%	1.66%	Q2 2023	Q3 2023	2
Empowered Funds, LLC	2	2	0.52%	0.52%	0.52%	Q4 2021	Q1 2022	2
Penserra Capital Management LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Riverwater Partners LLC	2	2	0.16%	0.18%	0.20%	Q3 2023	Q4 2023	2
Crosspoint Capital Strategies, LLC	2	2	0.01%	0.11%	0.22%	Q3 2015	Q4 2015	2
Strong Tower Advisory Services	2	2	0.14%	0.15%	0.15%	Q3 2021	Q4 2021	2
STRINGER ASSET MANAGEMENT, LLC	2	2	1.71%	1.76%	1.81%	Q2 2020	Q3 2020	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
STUDIO INVESTMENT MANAGEMENT LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
Palouse Capital Management, Inc.	2	2	0.21%	0.22%	0.23%	Q1 2016	Q2 2016	2
Paladin Advisory Group, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Headlands Technologies LLC	1	1	0.02%	0.06%	0.11%	Q4 2022	Q3 2023	2
Signator Financial Services, Inc.	2	2	0.05%	0.05%	0.05%	Q2 2013	Q3 2013	2
Curi Wealth Management, LLC	2	2	0.01%	0.01%	0.01%	Q1 2022	Q2 2022	2
Wealthstar Advisors, LLC	2	2	0.07%	0.73%	1.39%	Q3 2021	Q4 2021	2
One Capital Management, LLC	1	1	0.04%	0.12%	0.21%	Q3 2014	Q3 2023	2
CHILDRESS CAPITAL ADVISORS, LLC	2	2	0.85%	1.42%	1.98%	Q1 2021	Q2 2021	2
Custos Family Office, LLC	2	2	0.23%	0.24%	0.25%	Q2 2023	Q3 2023	2
Del-Sette Capital Management, LLC	2	2	0.22%	0.25%	0.27%	Q3 2022	Q4 2022	2
Advocacy Wealth Management Services, LLC	2	2	0.08%	0.09%	0.09%	Q2 2019	Q3 2019	2
Triumph Capital Management	2	2	0.73%	0.74%	0.75%	Q1 2022	Q2 2022	2
Echo Wealth Management, LLC	2	2	0.27%	0.27%	0.27%	Q4 2020	Q1 2021	2
Jolley Asset Management, LLC	2	2	0.01%	0.01%	0.01%	Q3 2017	Q4 2017	2
Williams Financial, LLC	2	2	0.49%	0.93%	1.37%	Q2 2023	Q3 2023	2
Idaho Trust Bank	2	2	0.89%	0.90%	0.92%	Q2 2023	Q3 2023	2
Sargent Investment Group, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
NOESIS CAPITAL MANGEMENT CORP	1	1	0.07%	0.07%	0.07%	Q3 2018	Q3 2018	1
Copperwynd Financial, LLC	1	1	1.38%	1.38%	1.38%	Q4 2017	Q4 2017	1
BBVA USA	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Austin Private Wealth, LLC	1	1	0.99%	0.99%	0.99%	Q3 2023	Q3 2023	1
SILVERLAKE WEALTH MANAGEMENT LLC	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
First Command Advisory Services, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Gateway Wealth Partners, LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Pettinga Financial Advisors LLC	1	1	1.64%	1.64%	1.64%	Q3 2023	Q3 2023	1
PAX Financial Group, LLC	1	1	0.69%	0.69%	0.69%	Q3 2023	Q3 2023	1
LaSalle St. Investment Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Activest Wealth Management	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
FFG RETIREMENT ADVISORS LLC	1	1	0.89%	0.89%	0.89%	Q3 2023	Q3 2023	1
SANDERS MORRIS HARRIS LLC	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
Authentikos Wealth Advisory, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Pathlight Investors LLC	1	1	0.35%	0.35%	0.35%	Q4 2018	Q4 2018	1
HAYS ADVISORY LLC	1	1	0.04%	0.04%	0.04%	Q1 2018	Q1 2018	1
Paragon Advisors, LLC	1	1	0.28%	0.28%	0.28%	Q4 2022	Q4 2022	1
ISLAY CAPITAL MANAGEMENT, LLC	1	1	0.09%	0.09%	0.09%	Q2 2020	Q2 2020	1
FIRST INTERSTATE BANCSYSTEM INC	1	1	0.08%	0.08%	0.08%	Q1 2021	Q1 2021	1
BIRINYI ASSOCIATES INC	1	1	0.25%	0.25%	0.25%	Q4 2016	Q4 2016	1
CARDEROCK CAPITAL MANAGEMENT INC	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
Avondale Wealth Management	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
McElhenny Sheffield Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Financial Gravity Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Apexium Financial, LP	1	1	0.38%	0.38%	0.38%	Q4 2019	Q4 2019	1
WEST BANCORPORATION INC	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Regent Peak Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
IRON Financial LLC	1	1	0.14%	0.14%	0.14%	Q1 2019	Q1 2019	1
Maltin Wealth Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Abacus Wealth Partners, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Portside Wealth Group, LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Yarbrough Capital, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
STRATEGY ASSET MANAGERS LLC	1	1	0.06%	0.06%	0.06%	Q4 2020	Q4 2020	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Joseph P. Lucia & Associates, LLC	1	1	0.18%	0.18%	0.18%	Q1 2021	Q1 2021	1
GenTrust, LLC	1	1	0.07%	0.07%	0.07%	Q3 2018	Q3 2018	1
Rockwood Wealth Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
Masso Torrence Wealth Management Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Cherry Tree Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
MARIPAU WEALTH MANAGEMENT LLC	1	1	0.66%	0.66%	0.66%	Q3 2023	Q3 2023	1
PRINCETON CAPITAL MANAGEMENT INC	1	1	0.27%	0.27%	0.27%	Q4 2013	Q4 2013	1
SEVEN MILE ADVISORY	1	1	0.51%	0.51%	0.51%	Q3 2023	Q3 2023	1
LJI Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
KPP Advisory Services LLC	1	1	1.21%	1.21%	1.21%	Q3 2023	Q3 2023	1
CORBETT ROAD CAPITAL MANAGEMENT, LLC	1	1	1.29%	1.29%	1.29%	Q4 2019	Q4 2019	1
Soundwatch Capital LLC	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
Capital Advisory Group Advisory Services, LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Questar Asset Management, Inc.	1	1	2.63%	2.63%	2.63%	Q4 2018	Q4 2018	1
Capstone Financial Advisors, Inc.	1	1	0.08%	0.08%	0.08%	Q1 2018	Q1 2018	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.63%	0.63%	0.63%	Q3 2023	Q3 2023	1
Tidal Investments LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	1.24%	1.24%	1.24%	Q3 2023	Q3 2023	1
COTTONWOOD CAPITAL ADVISORS, LLC	1	1	0.17%	0.17%	0.17%	Q4 2021	Q4 2021	1
Silicon Hills Wealth Management, LLC	1	1	0.25%	0.25%	0.25%	Q4 2019	Q4 2019	1
United Community Bank	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
KICKSTAND VENTURES, LLC.	1	1	0.45%	0.45%	0.45%	Q3 2023	Q3 2023	1
Prosperitas Financial LLC	1	1	1.43%	1.43%	1.43%	Q3 2023	Q3 2023	1
FNY Investment Advisers, LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
Requisite Energy Fund I LP	1	1	0.19%	0.19%	0.19%	Q4 2018	Q4 2018	1
ALLSTATE CORP	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
ROMANO BROTHERS AND COMPANY	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Madrona Financial Services, LLC	1	1	0.84%	0.84%	0.84%	Q3 2023	Q3 2023	1
KCS Wealth Advisory	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
BRINKER CAPITAL INC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
KING LUTHER CAPITAL MANAGEMENT CORP	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Olympiad Research LP	1	1	1.10%	1.10%	1.10%	Q1 2020	Q1 2020	1
Charles Schwab Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Physician Wealth Advisors, Inc.	1	1	0.78%	0.78%	0.78%	Q3 2023	Q3 2023	1
Garrett Wealth Advisory Group, LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
STERNE AGEE GROUP, INC.	1	1	0.72%	0.72%	0.72%	Q1 2015	Q1 2015	1
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Burns Matteson Capital Management, LLC	1	1	0.19%	0.19%	0.19%	Q2 2023	Q2 2023	1
Gainplan LLC	1	1	6.29%	6.29%	6.29%	Q1 2018	Q1 2018	1
MCRAE CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
DAVIDSON TRUST CO	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
MONTAGE INVESTMENTS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Kingfisher Capital LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
TNF LLC	1	1	1.27%	1.27%	1.27%	Q3 2023	Q3 2023	1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Morningstar Investment Services LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Flaharty Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
RiverFront Investment Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Heritage Way Advisors, LLC	1	1	0.21%	0.21%	0.21%	Q4 2016	Q4 2016	1
New World Advisors LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Summit Wealth Group, LLC	1	1	0.05%	0.05%	0.05%	Q1 2023	Q1 2023	1
First Allied Asset Management, Inc.	1	1	0.11%	0.11%	0.11%	Q3 2014	Q3 2014	1
CLIENT 1ST ADVISORY GROUP, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Pinnacle Wealth Advisors	1	1	0.14%	0.14%	0.14%	Q2 2021	Q2 2021	1
Black Swift Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
LS Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
RNC CAPITAL MANAGEMENT LLC	1	1	0.06%	0.06%	0.06%	Q4 2015	Q4 2015	1
PAYDEN & RYGEL INVESTMENT GROUP	1	1	1.57%	1.57%	1.57%	Q3 2023	Q3 2023	1
Relyea Zuckerberg Hanson LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
MOORE CAPITAL MANAGEMENT, LP	1	1	0.08%	0.08%	0.08%	Q2 2020	Q2 2020	1
MOGY JOEL R INVESTMENT COUNSEL INC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
BFSG, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Lloyd Advisory Services, LLC.	1	1	0.11%	0.11%	0.11%	Q4 2019	Q4 2019	1
GAM Holding AG	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Foresight Wealth Management, LLC	1	1	0.32%	0.32%	0.32%	Q4 2018	Q4 2018	1
WIN ADVISORS, INC	1	1	2.14%	2.14%	2.14%	Q3 2023	Q3 2023	1
GRIES FINANCIAL LLC	1	1	1.15%	1.15%	1.15%	Q3 2023	Q3 2023	1
Requisite Capital Management, LLC	1	1	0.19%	0.19%	0.19%	Q4 2018	Q4 2018	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
TDAM USA INC.	1	1	0.03%	0.03%	0.03%	Q3 2013	Q3 2013	1
RDA Financial Network	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
HBW ADVISORY SERVICES LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Strategic Wealth Investment Group, LLC	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 2023	1
Full Sail Capital, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
BHK Investment Advisors, LLC	1	1	0.14%	0.14%	0.14%	Q2 2018	Q2 2018	1
Copperleaf Capital, LLC	1	1	0.87%	0.87%	0.87%	Q3 2023	Q3 2023	1
BAR HARBOR TRUST SERVICES	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
BBVA USA Bancshares, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Point View Wealth Management, Inc.	1	1	0.40%	0.40%	0.40%	Q4 2015	Q4 2015	1
RIVERBRIDGE PARTNERS LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
KORNITZER CAPITAL MANAGEMENT INC /KS	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Kowal Investment Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
LOCKERMAN FINANCIAL GROUP, INC.	1	1	0.62%	0.62%	0.62%	Q1 2022	Q1 2022	1
Rafferty Asset Management, LLC	1	1	0.30%	0.30%	0.30%	Q2 2013	Q2 2013	1
FIRST NATIONAL BANK SIOUX FALLS	1	1	1.14%	1.14%	1.14%	Q3 2023	Q3 2023	1
Estate Counselors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
WealthOne, LLC	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
FutureAdvisor, Inc.	1	1	0.11%	0.11%	0.11%	Q4 2014	Q4 2014	1
Paragon Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Seven Post Investment Office LP	1	1	0.19%	0.19%	0.19%	Q2 2022	Q2 2022	1
Orion Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
TCWP LLC	1	1	1.29%	1.29%	1.29%	Q1 2022	Q1 2022	1
Ascension Asset Management LLC	1	1	4.23%	4.23%	4.23%	Q4 2020	Q4 2020	1
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
DOLIVER ADVISORS, LP	1	1	0.27%	0.27%	0.27%	Q3 2022	Q3 2022	1
Compagnie Lombard Odier SCmA	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Sovereign Financial Group, Inc.	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
LaFleur & Godfrey LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
YALE UNIVERSITY	1	1	0.08%	0.08%	0.08%	Q4 2017	Q4 2017	1
Forward Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	1	1	0.21%	0.21%	0.21%	Q2 2013	Q2 2013	1
Willingdon Wealth Management	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Tradewinds Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Financial Gravity Companies, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
WealthStone, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Capital Bank & Trust Co	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
PREMIER ASSET MANAGEMENT LLC	1	1	0.11%	0.11%	0.11%	Q3 2020	Q3 2020	1
ORSER CAPITAL MANAGEMENT, LLC	1	1	0.52%	0.52%	0.52%	Q3 2018	Q3 2018	1
NEIRG Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Graticule Asia Macro Advisors LLC	1	1	0.93%	0.93%	0.93%	Q4 2016	Q4 2016	1
HEADINVEST, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Geometric Wealth Advisors	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
Naviter Wealth, LLC	1	1	0.15%	0.15%	0.15%	Q2 2023	Q2 2023	1
Lebenthal Global Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Aviance Capital Partners, LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Lion Street Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q1 2022	Q1 2022	1
Chemistry Wealth Management LLC	1	1	0.17%	0.17%	0.17%	Q4 2021	Q4 2021	1
Crestone Asset Management LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
NEXT Financial Holdings	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
Urban Wealth Management, LLC	1	1	2.23%	2.23%	2.23%	Q4 2020	Q4 2020	1
DRAVO BAY LLC	1	1	0.06%	0.06%	0.06%	Q1 2022	Q1 2022	1
CARY STREET PARTNERS ASSET MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
RiverGlades Family Offices LLC	1	1	1.37%	1.37%	1.37%	Q4 2018	Q4 2018	1
Oder Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
COLLECTIVE FAMILY OFFICE LLC	1	1	0.46%	0.46%	0.46%	Q4 2020	Q4 2020	1
United Asset Strategies, Inc.	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
Aperio Group, LLC	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
KRAEMATON INVESTMENT ADVISORS, INC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
GSA CAPITAL PARTNERS LLP	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
Crawford Lake Capital Management, LLC	1	1	11.72%	11.72%	11.72%	Q4 2022	Q4 2022	1
AMUNDI ASSET MANAGEMENT US, INC.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.05%	0.05%	0.05%	Q1 2017	Q1 2017	1
Phocas Financial Corp.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
IRONWOOD WEALTH MANAGEMENT, INC.	1	1	5.32%	5.32%	5.32%	Q4 2020	Q4 2020	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Indiana Trust & Investment Management CO	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
DHJJ Financial Advisors, Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Pinnacle Wealth Management Advisory Group, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
TCG Advisors, LP	1	1	0.06%	0.06%	0.06%	Q2 2019	Q2 2019	1
Latitude Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q1 2022	Q1 2022	1
Pinnacle Wealth Management, LLC	1	1	0.65%	0.65%	0.65%	Q3 2022	Q3 2022	1
Keel Point Advisors, LLC	1	1	0.33%	0.33%	0.33%	Q4 2014	Q4 2014	1
EJF Capital LLC	1	1	0.03%	0.03%	0.03%	Q4 2014	Q4 2014	1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Greenhouse Wealth Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
BIP Wealth, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Coho Partners, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Thor Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
Bruderman Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Kabarec Financial Advisors, Ltd.	1	1	0.04%	0.04%	0.04%	Q4 2017	Q4 2017	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Simplicity Wealth,LLC	1	1	0.44%	0.44%	0.44%	Q3 2023	Q3 2023	1
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Doman Group, LLC	1	1	0.28%	0.28%	0.28%	Q4 2021	Q4 2021	1
Epic Trust Investment Advisors, LLC	1	1	0.54%	0.54%	0.54%	Q4 2021	Q4 2021	1
NBC SECURITIES, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Granger Management LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Schrum Private Wealth Management LLC	1	1	0.18%	0.18%	0.18%	Q4 2021	Q4 2021	1
Comprehensive Financial Consultants Institutional, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
My Personal CFO, LLC	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Aspire Wealth Management Corp	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Retireful, LLC	1	1	5.63%	5.63%	5.63%	Q1 2022	Q1 2022	1
GW&K Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Waterloo Capital, L.P.	1	1	2.22%	2.22%	2.22%	Q1 2020	Q1 2020	1
Cyrus J. Lawrence, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Hutchens & Kramer Investment Management Group, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
Lebenthal Wealth Advisors, LLC	1	1	5.38%	5.38%	5.38%	Q2 2016	Q2 2016	1
Safeguard Financial, LLC	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
MBE Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
West Wealth Group, LLC	1	1	2.09%	2.09%	2.09%	Q3 2023	Q3 2023	1
MKP Capital Management, L.L.C.	1	1	1.47%	1.47%	1.47%	Q2 2021	Q2 2021	1
Liberty Mutual Group Asset Management Inc.	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
Redwood Investment Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
TUCKER ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
XR Securities LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Investmark Advisory Group LLC	1	1	0.76%	0.76%	0.76%	Q4 2022	Q4 2022	1
Tandem Wealth Advisors LLC	1	1	0.17%	0.17%	0.17%	Q4 2022	Q4 2022	1
Choice Wealth Advisors, LLC	1	1	0.95%	0.95%	0.95%	Q2 2022	Q2 2022	1
PNC Managed Account Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Roof Eidam Maycock Peralta, LLC	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
SteelPeak Wealth, LLC	1	1	0.29%	0.29%	0.29%	Q3 2023	Q3 2023	1
Chicago Wealth Management, Inc.	1	1	0.47%	0.47%	0.47%	Q4 2019	Q4 2019	1
NOMURA ASSET MANAGEMENT CO LTD	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
Riggs Asset Managment Co. Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
HIGHBRIDGE CAPITAL MANAGEMENT LLC	1	1	0.04%	0.04%	0.04%	Q4 2018	Q4 2018	1
ISTHMUS PARTNERS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Bell Rock Capital LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
Apeiron RIA LLC	1	1	0.67%	0.67%	0.67%	Q3 2023	Q3 2023	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.14%	0.14%	0.14%	Q1 2015	Q1 2015	1
DCM Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q3 2022	Q3 2022	1
Zions Bancorporation	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Centennial Wealth Advisory LLC	1	1	3.08%	3.08%	3.08%	Q1 2022	Q1 2022	1
Sharkey, Howes & Javer	1	1	0.93%	0.93%	0.93%	Q3 2023	Q3 2023	1
Mill Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Coppell Advisory Solutions LLC	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
WJ Wealth Management, LLC	1	1	2.64%	2.64%	2.64%	Q2 2020	Q2 2020	1
W.H. Cornerstone Investments Inc.	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
Exchange Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
FRONTIER INVESTMENT MGMT CO	1	1	0.04%	0.04%	0.04%	Q1 2014	Q1 2014	1
KNIGHT CAPITAL GROUP LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
GUARDIAN WEALTH ADVISORS, LLC / NC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Peachtree Investment Partners, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Spearhead Capital Advisors, LLC	1	1	0.27%	0.27%	0.27%	Q4 2017	Q4 2017	1
Lantz Financial LLC	1	1	0.29%	0.29%	0.29%	Q3 2023	Q3 2023	1
Ergoteles LLC	1	1	0.09%	0.09%	0.09%	Q2 2022	Q2 2022	1
Diametric Capital, LP	1	1	0.23%	0.23%	0.23%	Q3 2020	Q3 2020	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	1.44%	1.44%	1.44%	Q3 2021	Q3 2021	1
Hibernia Wealth Partners, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Silver Bridge Capital Management LLC	1	1	0.20%	0.20%	0.20%	Q2 2013	Q2 2013	1
BEACON INVESTMENT ADVISORY SERVICES, INC.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Arden Trust Co	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Vista Private Wealth Partners. LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Lyons Wealth Management, LLC.	1	1	0.52%	0.52%	0.52%	Q4 2013	Q4 2013	1
Hoxton Planning & Management, LLC	1	1	0.62%	0.62%	0.62%	Q3 2023	Q3 2023	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
FMA ADVISORY INC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
Keystone Financial Services	1	1	1.92%	1.92%	1.92%	Q3 2023	Q3 2023	1
RHS Financial, LLC	1	1	0.30%	0.30%	0.30%	Q3 2023	Q3 2023	1
Creative Capital Management Investments LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
AXS Investments LLC	1	1	0.22%	0.22%	0.22%	Q3 2021	Q3 2021	1
Grove Bank & Trust	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Measured Wealth Private Client Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Shilanski & Associates, Inc.	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
CLEARY GULL INC.	1	1	0.12%	0.12%	0.12%	Q1 2015	Q1 2015	1
BNC WEALTH MANAGEMENT, LLC	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
WFA of San Diego, LLC	1	1	0.08%	0.08%	0.08%	Q2 2020	Q2 2020	1
Chandler Asset Management, Inc.	1	1	0.91%	0.91%	0.91%	Q1 2021	Q1 2021	1
Florence Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Sheaff Brock Investment Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
BAINCO INTERNATIONAL INVESTORS	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
RCS Financial Planning, LLC	1	1	0.53%	0.53%	0.53%	Q3 2023	Q3 2023	1
TrueWealth Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Commonwealth Retirement Investments LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
Scarborough Advisors, LLC	1	1	0.70%	0.70%	0.70%	Q3 2023	Q3 2023	1
Fortis Group Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
REGIMEN WEALTH, LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
BECK MACK & OLIVER LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
Well Done, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Capstone Triton Financial Group, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Reby Advisors, LLC	1	1	0.20%	0.20%	0.20%	Q4 2020	Q4 2020	1
Semmax Financial Advisors Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
CLOUGH CAPITAL PARTNERS L P	1	1	0.10%	0.10%	0.10%	Q3 2019	Q3 2019	1
JANUS HENDERSON GROUP PLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Legacy Financial Strategies, LLC	1	1	0.19%	0.19%	0.19%	Q2 2018	Q2 2018	1
First Capital Advisors Group, LLC.	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
Spectrum Planning & Advisory Services Inc.	1	1	1.71%	1.71%	1.71%	Q3 2023	Q3 2023	1
Straight Path Wealth Management	1	1	0.23%	0.23%	0.23%	Q4 2021	Q4 2021	1
TFB Advisors LLC	1	1	0.28%	0.28%	0.28%	Q2 2023	Q2 2023	1
Inspire Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Clarfeld Financial Advisors, LLC	1	1	1.38%	1.38%	1.38%	Q4 2018	Q4 2018	1
AMERICAN NATIONAL BANK	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
Yellowstone Partners, LLC	1	1	0.10%	0.10%	0.10%	Q3 2016	Q3 2016	1
Oak Asset Management, LLC	1	1	0.25%	0.25%	0.25%	Q2 2022	Q2 2022	1
Columbus Macro, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1

External links

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

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