• IVE 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	111
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.44%	1.44%	Q1 2009	Q3 2023	64
Cutler Group LLC / CA	30	1	0.00%	0.00%	0.12%	Q4 2015	Q3 2023	61
Citadel Advisors	22	1	0.00%	0.00%	0.00%	Q2 2014	Q3 2023	50
JANE STREET GROUP, LLC	23	1	0.00%	0.01%	0.10%	Q3 2014	Q2 2023	48
MUFG Americas Holdings Corp	48	48	0.36%	0.88%	1.29%	Q4 2010	Q3 2022	48
First Horizon Advisors, Inc.	47	47	0.02%	0.08%	0.22%	Q1 2012	Q3 2023	47
SECURIAN ASSET MANAGEMENT, INC	46	1	0.00%	0.23%	1.58%	Q2 2010	Q2 2023	47
Rehmann Capital Advisory Group	27	2	0.06%	2.29%	5.27%	Q1 2011	Q3 2023	46
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.05%	0.11%	Q1 2012	Q3 2023	46
MCF Advisors LLC	39	7	0.00%	0.01%	0.09%	Q1 2012	Q3 2023	46
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.50%	1.63%	3.96%	Q3 2012	Q3 2023	45
WOLVERINE TRADING, LLC	8	2	0.00%	0.00%	0.01%	Q2 2016	Q2 2023	45
Capital Analysts, LLC	44	44	0.21%	1.97%	6.14%	Q4 2012	Q3 2023	44
US BANCORP \DE\	42	42	0.00%	0.20%	0.34%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.15%	0.26%	0.38%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	43	43	0.00%	1.07%	2.51%	Q1 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.03%	0.12%	0.61%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.23%	0.27%	0.32%	Q4 2012	Q2 2023	43
NTV ASSET MANAGEMENT LLC	42	42	0.07%	0.16%	0.47%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.05%	0.28%	0.53%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	0.03%	0.04%	0.04%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.02%	0.02%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.28%	0.54%	0.89%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.67%	1.11%	1.75%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.16%	0.55%	Q2 2013	Q3 2023	42
TCI Wealth Advisors, Inc.	42	42	0.00%	0.02%	0.06%	Q4 2012	Q1 2023	42
Polaris Wealth Advisory Group, LLC	42	42	1.34%	3.38%	12.14%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.07%	0.10%	0.13%	Q2 2013	Q3 2023	42
CADINHA & CO LLC	42	42	0.13%	0.45%	1.30%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.18%	0.27%	0.35%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.14%	0.18%	0.21%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	42	42	0.08%	0.16%	0.22%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.21%	0.66%	1.12%	Q2 2013	Q3 2023	42
PINNACLE FINANCIAL PARTNERS INC	42	42	0.12%	0.25%	0.41%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	1.51%	2.17%	2.68%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	4.23%	7.12%	8.84%	Q2 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	0.05%	0.10%	0.21%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.07%	0.29%	0.67%	Q2 2013	Q3 2023	42
WELLS FARGO & COMPANY/MN	42	42	0.15%	0.24%	0.39%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
FRONT BARNETT ASSOCIATES LLC	42	42	0.13%	0.76%	1.08%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.11%	0.25%	1.03%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.01%	0.02%	0.02%	Q2 2013	Q3 2023	42
Efficient Advisors, LLC	42	42	0.76%	5.71%	9.82%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.05%	0.11%	0.22%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.07%	0.26%	0.67%	Q2 2013	Q3 2023	42
HANCOCK WHITNEY CORP	42	42	0.03%	0.08%	0.44%	Q2 2013	Q3 2023	42
LBMC INVESTMENT ADVISORS, LLC	42	42	0.62%	1.00%	1.92%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.01%	0.06%	0.10%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.04%	0.16%	0.29%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.07%	0.30%	1.23%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	1.61%	5.92%	13.04%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.01%	0.04%	0.14%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.03%	0.34%	2.38%	Q2 2013	Q3 2023	42
Valmark Advisers, Inc.	42	42	0.95%	5.74%	11.78%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	1.58%	2.64%	3.94%	Q2 2013	Q3 2023	42
Summit Asset Management, LLC	42	42	0.22%	0.30%	0.41%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.06%	0.57%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.03%	0.04%	0.06%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.10%	0.38%	0.89%	Q2 2013	Q3 2023	42
QUEST INVESTMENT MANAGEMENT LLC	42	42	1.27%	2.26%	3.17%	Q2 2013	Q3 2023	42
WMS Partners, LLC	42	42	0.09%	0.31%	0.47%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	3.75%	4.27%	5.19%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	42
NOTTINGHAM ADVISORS, INC.	42	42	0.12%	0.76%	1.65%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.01%	0.11%	0.18%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.80%	3.54%	Q2 2013	Q3 2023	42
Parkside Financial Bank & Trust	42	42	0.05%	0.15%	0.26%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.01%	0.59%	2.98%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	3.86%	4.69%	5.65%	Q2 2013	Q3 2023	42
Ameritas Investment Partners, Inc.	42	42	0.07%	1.14%	1.70%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	42
FIRST CITIZENS BANK & TRUST CO	42	42	0.04%	0.49%	1.26%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.05%	0.09%	0.14%	Q2 2013	Q3 2023	42
BANK OF HAWAII	42	42	0.11%	0.80%	3.73%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.06%	0.22%	0.47%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	0.14%	0.35%	1.09%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.04%	0.12%	0.34%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.99%	2.05%	3.83%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.28%	1.06%	2.71%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.21%	0.50%	1.14%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.04%	0.07%	0.19%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.08%	0.15%	0.28%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.65%	0.92%	1.50%	Q2 2013	Q3 2023	42
TRUST CO OF VIRGINIA /VA	42	42	0.04%	0.06%	0.09%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.57%	1.32%	2.78%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.07%	0.16%	0.28%	Q2 2013	Q3 2023	42
CONDOR CAPITAL MANAGEMENT	41	41	0.07%	0.98%	3.10%	Q3 2013	Q3 2023	41
FRANKLIN RESOURCES INC	27	14	0.00%	0.02%	0.10%	Q2 2013	Q3 2023	41
AMERICAN INTERNATIONAL GROUP, INC.	24	17	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.01%	0.01%	0.17%	Q3 2013	Q3 2023	41
Advisory Services Network, LLC	27	14	0.09%	0.50%	1.90%	Q2 2013	Q3 2023	41
Thomasville National Bank	27	14	0.10%	0.27%	0.73%	Q2 2013	Q3 2023	41
EP Wealth Advisors, LLC	41	41	0.04%	0.10%	0.25%	Q3 2013	Q3 2023	41
ASSOCIATED BANC-CORP	41	41	0.03%	0.08%	0.20%	Q3 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.03%	0.05%	0.08%	Q2 2013	Q3 2023	41
B. Riley Wealth Advisors, Inc.	40	1	0.01%	0.18%	0.33%	Q2 2013	Q3 2023	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	39	2	0.16%	0.49%	2.02%	Q2 2013	Q3 2023	41
COLONY GROUP LLC	41	41	0.09%	0.29%	0.66%	Q3 2013	Q3 2023	41
First Heartland Consultants, Inc.	39	2	0.13%	0.82%	1.66%	Q2 2013	Q3 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.06%	0.14%	0.22%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.05%	0.17%	Q2 2013	Q3 2023	41
FORVIS Wealth Advisors, LLC	41	41	0.03%	0.34%	2.10%	Q3 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.04%	0.26%	1.36%	Q3 2013	Q3 2023	41
BOKF, NA	32	9	0.31%	0.42%	0.69%	Q2 2013	Q3 2023	41
FIRST TRUST ADVISORS LP	41	41	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	41
COMMERCE BANK	41	41	0.00%	0.01%	0.03%	Q3 2013	Q3 2023	41
SMITH, MOORE & CO.	40	40	2.64%	4.25%	6.56%	Q4 2013	Q3 2023	40
New England Private Wealth Advisors LLC	40	40	0.09%	0.17%	0.22%	Q4 2013	Q3 2023	40
NATIXIS ADVISORS, L.P.	27	13	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	40
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	27	4	1.17%	4.16%	7.66%	Q2 2013	Q3 2023	40
GLENMEDE TRUST CO NA	20	20	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	40
Newman Dignan & Sheerar, Inc.	38	2	0.01%	0.21%	0.38%	Q2 2013	Q2 2023	40
Cranbrook Wealth Management, LLC	40	40	1.11%	2.09%	3.40%	Q4 2013	Q3 2023	40
Sequoia Financial Advisors, LLC	40	40	0.02%	0.18%	0.68%	Q4 2013	Q3 2023	40
FINANCIAL COUNSELORS INC	28	12	0.02%	0.02%	0.05%	Q3 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	0.18%	0.67%	1.40%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.02%	0.07%	0.33%	Q2 2013	Q3 2023	40
BROWN ADVISORY INC	36	4	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.10%	0.25%	0.52%	Q4 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	19	8	0.06%	0.22%	0.42%	Q2 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	29	5	0.00%	0.04%	0.22%	Q2 2013	Q3 2023	40
LVZ, Inc.	40	40	6.80%	9.79%	13.72%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	2.79%	5.45%	7.46%	Q4 2013	Q3 2023	40
TIEMANN INVESTMENT ADVISORS, LLC	40	40	0.44%	0.56%	0.69%	Q4 2013	Q3 2023	40
CREDIT SUISSE AG/	27	12	0.00%	0.01%	0.03%	Q1 2013	Q4 2022	39
ARGI Investment Services, LLC	39	39	0.02%	0.04%	0.32%	Q2 2013	Q4 2022	39
Atria Investments, Inc	24	1	0.01%	0.45%	1.55%	Q2 2013	Q3 2023	39
Mariner, LLC	39	39	0.21%	0.65%	1.35%	Q1 2014	Q3 2023	39
METROPOLITAN LIFE INSURANCE CO/NY	39	39	0.01%	0.02%	0.05%	Q2 2013	Q4 2022	39
Regal Investment Advisors LLC	27	1	0.04%	0.11%	0.20%	Q2 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.27%	0.57%	1.00%	Q1 2014	Q3 2023	39
BANK OF THE WEST	39	39	0.06%	0.37%	0.84%	Q2 2013	Q4 2022	39
Capital Advisors, Ltd. LLC	39	39	0.03%	0.19%	0.73%	Q1 2014	Q3 2023	39
AMARILLO NATIONAL BANK	39	39	1.09%	8.29%	17.36%	Q1 2014	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.01%	0.01%	0.02%	Q1 2014	Q3 2023	39
Gemmer Asset Management LLC	39	39	0.01%	0.07%	0.16%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.02%	0.02%	0.03%	Q2 2013	Q4 2022	39
EDGAR LOMAX CO/VA	39	39	0.04%	0.12%	0.28%	Q1 2014	Q3 2023	39
Montecito Bank & Trust	39	39	0.10%	0.17%	0.30%	Q2 2014	Q4 2023	39
CHOREO, LLC	39	39	0.05%	0.11%	0.20%	Q1 2014	Q3 2023	39
FIRST MANHATTAN CO. LLC.	38	38	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	38
Occidental Asset Management, LLC	37	1	0.36%	2.43%	3.42%	Q1 2014	Q3 2023	38
M&T BANK CORP	23	15	0.00%	0.72%	1.01%	Q1 2014	Q3 2023	38
Bank Pictet & Cie (Europe) AG	38	38	0.05%	0.99%	4.10%	Q2 2014	Q3 2023	38
BARCLAYS PLC	28	10	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	38
Mathes Company, Inc.	37	1	0.12%	0.18%	0.39%	Q4 2013	Q2 2023	38
Johnson Financial Group, Inc.	37	37	0.02%	0.17%	0.44%	Q3 2014	Q3 2023	37
SMITH CHAS P & ASSOCIATES PA CPAS	37	37	0.03%	0.04%	0.05%	Q3 2014	Q3 2023	37
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	27	3	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	37
BALASA DINVERNO & FOLTZ LLC	28	9	0.04%	0.07%	0.10%	Q2 2013	Q3 2022	37
Capital Directions Investment Advisors, LLC	16	7	0.20%	0.25%	0.35%	Q2 2013	Q4 2022	37
TD Capital Management LLC	32	5	0.00%	0.01%	0.03%	Q1 2014	Q3 2023	37
Allworth Financial LP	35	2	0.00%	0.06%	0.24%	Q1 2014	Q3 2023	37
OLD NATIONAL BANCORP /IN/	23	14	0.01%	0.02%	0.07%	Q2 2014	Q3 2023	37
LINCOLN NATIONAL CORP	37	37	0.02%	0.04%	0.06%	Q3 2014	Q3 2023	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.83%	2.65%	4.49%	Q2 2013	Q2 2022	37
BOSTON FAMILY OFFICE LLC	26	11	0.05%	0.08%	0.11%	Q2 2013	Q3 2023	37
Stratos Wealth Partners, LTD.	36	36	0.03%	0.11%	0.26%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	0.77%	1.98%	3.39%	Q4 2014	Q3 2023	36
DOWLING & YAHNKE LLC	28	8	0.01%	0.03%	0.04%	Q3 2013	Q3 2022	36
Diversified Portfolios, Inc.	36	36	0.20%	0.44%	0.56%	Q4 2014	Q3 2023	36
Betterment LLC	36	36	0.23%	1.47%	7.94%	Q4 2014	Q3 2023	36
CYPRESS CAPITAL MANAGEMENT LLC	36	36	0.05%	0.06%	0.08%	Q4 2013	Q3 2022	36
BlackRock Inc.	32	4	0.00%	0.01%	0.06%	Q2 2014	Q3 2023	36
FIRST MERCHANTS CORP	36	36	0.34%	0.83%	1.38%	Q4 2014	Q3 2023	36
PALLADIUM PARTNERS LLC	36	36	0.14%	0.39%	0.80%	Q2 2013	Q1 2022	36
People's United Financial, Inc.	36	36	0.09%	0.23%	0.64%	Q2 2013	Q1 2022	36
Dynamic Advisor Solutions LLC	33	3	0.03%	0.15%	0.40%	Q3 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.22%	0.63%	1.06%	Q4 2014	Q3 2023	36
Family Firm, Inc.	36	36	0.39%	0.44%	0.50%	Q4 2014	Q3 2023	36
INVESTMENT PARTNERS, LTD.	36	36	0.79%	1.40%	2.04%	Q4 2014	Q3 2023	36
Traynor Capital Management, Inc.	36	36	0.60%	3.43%	5.78%	Q4 2014	Q3 2023	36
UBS Group AG	36	36	0.12%	0.16%	0.20%	Q4 2014	Q3 2023	36
STERLING INVESTMENT ADVISORS LLC /ADV	36	36	2.86%	4.54%	6.68%	Q4 2014	Q3 2023	36
SEI INVESTMENTS CO	36	36	0.00%	0.11%	0.65%	Q4 2014	Q3 2023	36
MATHER GROUP, LLC.	35	1	0.01%	0.08%	0.15%	Q4 2013	Q3 2023	36
MAI Capital Management	36	36	0.09%	0.85%	1.52%	Q4 2014	Q3 2023	36
BNP PARIBAS FINANCIAL MARKETS	24	2	0.00%	0.03%	0.16%	Q3 2013	Q3 2023	36
KWMG, LLC	36	36	0.32%	3.45%	6.62%	Q4 2014	Q3 2023	36
BROWN BROTHERS HARRIMAN & CO	36	36	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	1.68%	3.64%	5.40%	Q4 2014	Q3 2023	36
OARSMAN CAPITAL, INC.	14	1	0.09%	0.14%	0.20%	Q3 2013	Q3 2023	35
ACG Wealth	35	35	0.04%	0.13%	0.26%	Q4 2013	Q2 2022	35
Calamos Wealth Management LLC	35	35	0.17%	1.17%	2.67%	Q1 2015	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.00%	0.02%	0.06%	Q2 2013	Q4 2021	35
JOHNSON INVESTMENT COUNSEL INC	35	35	0.01%	0.03%	0.08%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	0.22%	2.32%	4.69%	Q4 2014	Q3 2023	35
Roble, Belko & Company, Inc	35	35	0.32%	0.44%	0.59%	Q1 2015	Q3 2023	35
Community Bank, N.A.	35	35	0.00%	0.08%	0.12%	Q1 2015	Q3 2023	35
CLEAR INVESTMENT RESEARCH, LLC	35	35	1.99%	3.82%	7.28%	Q1 2015	Q3 2023	35
FAS Wealth Partners, Inc.	32	3	0.07%	0.41%	0.97%	Q4 2014	Q3 2023	35
Sandy Spring Bank	31	3	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.03%	0.08%	0.14%	Q2 2015	Q3 2023	34
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	34	34	0.25%	0.44%	0.60%	Q2 2015	Q3 2023	34
HBK Sorce Advisory LLC	34	34	0.04%	0.10%	0.28%	Q2 2015	Q3 2023	34
Alexandria Capital, LLC	34	34	0.04%	0.11%	0.22%	Q2 2013	Q3 2021	34
SECURITY NATIONAL TRUST CO	34	34	0.68%	1.07%	1.42%	Q2 2013	Q3 2021	34
QUADRANT CAPITAL GROUP LLC	34	34	0.04%	0.16%	0.34%	Q2 2015	Q3 2023	34
Homrich & Berg	34	34	0.06%	0.11%	0.22%	Q2 2013	Q3 2021	34
Bartlett & Co. LLC	18	16	0.00%	0.08%	0.15%	Q2 2015	Q4 2023	34
Financial Management Professionals, Inc.	14	8	0.00%	0.91%	1.52%	Q2 2013	Q1 2023	33
Brinker Capital Investments, LLC	27	6	0.00%	0.22%	0.81%	Q2 2013	Q4 2022	33
Miracle Mile Advisors, LLC	33	33	1.19%	5.29%	15.00%	Q3 2015	Q3 2023	33
WEALTHCARE CAPITAL MANAGEMENT LLC	28	5	0.02%	0.03%	0.12%	Q2 2013	Q4 2021	33
Parallax Volatility Advisers, L.P.	24	24	0.00%	0.00%	0.00%	Q3 2013	Q2 2019	33
Modera Wealth Management, LLC	15	1	0.03%	0.24%	1.27%	Q2 2013	Q3 2023	33
Gradient Investments LLC	24	1	0.00%	0.24%	2.81%	Q2 2013	Q3 2023	33
Rex Capital Advisors, LLC	27	1	0.10%	0.39%	0.74%	Q2 2013	Q4 2022	33
ASSETMARK, INC	23	1	0.00%	0.02%	0.20%	Q3 2013	Q3 2023	33
Brookstone Capital Management	31	2	0.01%	0.47%	1.85%	Q2 2015	Q3 2023	33
Azimuth Capital Management LLC	33	33	0.05%	0.07%	0.10%	Q1 2014	Q1 2022	33
Moisand Fitzgerald Tamayo, LLC	32	32	0.29%	0.90%	1.41%	Q4 2015	Q3 2023	32
CWM, LLC	24	8	0.01%	0.50%	0.75%	Q3 2015	Q3 2023	32
Reynders McVeigh Capital Management, LLC	19	13	0.02%	0.05%	0.09%	Q3 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	1.04%	5.87%	12.96%	Q4 2015	Q3 2023	32
STOCK YARDS BANK & TRUST CO	21	11	0.02%	0.03%	0.04%	Q3 2015	Q3 2023	32
SILVERCREST ASSET MANAGEMENT GROUP LLC	32	32	0.01%	0.02%	0.05%	Q4 2015	Q3 2023	32
PEOPLES BANK /OH	32	32	0.25%	0.62%	1.91%	Q4 2015	Q3 2023	32
HOME FEDERAL BANK OF TENNESSEE	32	32	21.89%	25.12%	27.99%	Q4 2015	Q3 2023	32
COUNTRY TRUST BANK	29	3	0.00%	0.01%	0.01%	Q4 2014	Q4 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.07%	0.22%	0.41%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.05%	2.48%	13.78%	Q2 2013	Q3 2023	32
Edmonds Duncan Registered Investment Advisors, LLC	32	32	0.60%	2.91%	5.37%	Q4 2015	Q3 2023	32
Baker Avenue Asset Management, LP	32	32	0.86%	2.40%	4.34%	Q4 2015	Q3 2023	32
Chicago Partners Investment Group LLC	32	32	0.03%	0.09%	0.21%	Q4 2015	Q3 2023	32
Bangor Savings Bank	25	7	0.02%	0.08%	0.12%	Q3 2013	Q3 2023	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.22%	0.49%	0.78%	Q4 2015	Q3 2023	32
SG Americas Securities, LLC	18	1	0.00%	0.04%	0.12%	Q4 2013	Q3 2023	32
Colorado Capital Management, Inc.	32	32	0.16%	0.22%	0.30%	Q4 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.12%	0.31%	0.58%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.20%	0.22%	0.25%	Q4 2015	Q3 2023	32
TWIN FOCUS CAPITAL PARTNERS, LLC	26	6	0.04%	0.44%	2.07%	Q3 2014	Q1 2023	32
NICOLET BANKSHARES INC	32	32	0.87%	1.30%	1.94%	Q4 2015	Q3 2023	32
VICUS CAPITAL	31	1	0.29%	1.88%	2.99%	Q3 2014	Q3 2023	32
UMB Bank, n.a.	32	32	0.22%	0.58%	1.45%	Q4 2015	Q3 2023	32
JFS WEALTH ADVISORS, LLC	32	32	0.00%	0.46%	1.68%	Q4 2015	Q3 2023	32
Narwhal Capital Management	31	31	0.07%	1.23%	2.79%	Q1 2016	Q3 2023	31
Asset Dedication, LLC	26	5	0.00%	0.03%	0.23%	Q4 2015	Q3 2023	31
Glenview Trust Co	28	1	0.04%	0.07%	0.13%	Q4 2013	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.12%	0.74%	1.58%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.03%	0.13%	0.32%	Q4 2015	Q3 2023	31
BRYN MAWR TRUST Co	21	10	0.01%	0.02%	0.02%	Q4 2015	Q3 2023	31
MILLENNIUM MANAGEMENT LLC	8	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	31
Kovack Advisors, Inc.	27	1	0.03%	0.25%	1.56%	Q4 2012	Q2 2023	31
DAVENPORT & Co LLC	29	2	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	31
DUNCKER STREETT & CO INC	16	15	0.01%	0.03%	0.07%	Q4 2015	Q3 2023	31
Tarbox Family Office, Inc.	31	31	0.15%	0.22%	0.36%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.22%	0.32%	0.43%	Q1 2016	Q3 2023	31
REILLY FINANCIAL ADVISORS, LLC	31	31	0.00%	0.01%	0.01%	Q2 2014	Q4 2021	31
Integrated Investment Consultants, LLC	23	8	0.18%	0.30%	0.42%	Q4 2015	Q3 2023	31
Snowden Capital Advisors LLC	22	8	0.02%	0.36%	1.86%	Q1 2016	Q3 2023	30
BAILARD, INC.	30	30	0.07%	0.21%	0.30%	Q2 2016	Q3 2023	30
ASPIRIANT, LLC	8	1	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	30
PATTON ALBERTSON MILLER GROUP, LLC	27	3	0.10%	0.20%	0.58%	Q2 2014	Q3 2023	30
ETRADE Capital Management LLC	30	30	0.02%	0.05%	0.11%	Q2 2013	Q3 2020	30
Allianz Asset Management GmbH	17	2	0.00%	0.02%	0.11%	Q1 2014	Q3 2023	30
LifePlan Financial Group, Inc	30	30	0.39%	0.71%	2.74%	Q2 2013	Q3 2020	30
MISSION WEALTH MANAGEMENT, LP	30	30	0.04%	0.07%	0.12%	Q2 2016	Q3 2023	30
TOMPKINS FINANCIAL CORP	20	10	0.01%	0.02%	0.03%	Q2 2016	Q4 2023	30
NEXT Financial Group, Inc	30	30	0.08%	0.35%	0.70%	Q3 2014	Q4 2021	30
BOK Financial Private Wealth, Inc.	30	30	0.05%	0.30%	1.76%	Q2 2016	Q3 2023	30
BALDWIN BROTHERS LLC/MA	30	30	0.03%	0.08%	0.17%	Q3 2016	Q4 2023	30
TRUE Private Wealth Advisors	30	30	0.05%	2.10%	6.74%	Q2 2016	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.23%	0.36%	0.61%	Q2 2013	Q3 2020	30
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	29
MARINER INDEPENDENT ADVISOR NETWORK, LLC	17	4	0.08%	0.27%	0.98%	Q4 2014	Q3 2022	29
Relative Value Partners Group, LLC	29	29	0.03%	1.18%	2.69%	Q3 2016	Q3 2023	29
FCG ADVISORS, LLC	26	3	0.30%	4.33%	8.22%	Q2 2013	Q3 2020	29
PITTENGER & ANDERSON INC	29	29	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	29
Cetera Investment Advisers	29	29	0.07%	0.19%	0.28%	Q3 2016	Q3 2023	29
MACROVIEW INVESTMENT MANAGEMENT LLC	29	29	0.04%	0.08%	0.28%	Q3 2016	Q3 2023	29
ETF Portfolio Partners, Inc.	29	29	3.33%	5.75%	8.25%	Q3 2016	Q3 2023	29
Plancorp, LLC	28	1	0.02%	0.14%	0.34%	Q1 2014	Q3 2023	29
Cribstone Capital Management, LLC	29	29	0.11%	1.18%	3.66%	Q4 2015	Q4 2022	29
Transform Wealth, LLC	25	4	1.36%	2.25%	3.42%	Q2 2016	Q3 2023	29
WASHINGTON TRUST BANK	28	1	0.01%	0.07%	0.18%	Q1 2016	Q3 2023	29
Pure Financial Advisors, LLC	22	7	0.23%	0.95%	1.82%	Q1 2016	Q4 2023	29
HSBC HOLDINGS PLC	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.01%	0.11%	0.18%	Q4 2013	Q4 2020	29
WESBANCO BANK INC	18	11	0.01%	0.11%	0.26%	Q2 2016	Q3 2023	29
WINTRUST INVESTMENTS LLC	18	11	0.04%	0.23%	1.09%	Q2 2016	Q3 2023	29
ALLIANCEBERNSTEIN L.P.	28	28	0.00%	0.00%	0.03%	Q4 2016	Q3 2023	28
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	28	28	0.19%	0.87%	2.72%	Q2 2013	Q1 2020	28
CAPITAL ADVISORS INC/OK	28	28	0.01%	0.08%	0.42%	Q4 2016	Q3 2023	28
Lido Advisors, LLC	28	28	0.00%	2.26%	4.13%	Q4 2016	Q3 2023	28
Probity Advisors, Inc.	18	2	6.40%	7.88%	10.64%	Q2 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.01%	0.14%	0.32%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	28
Strategic Point Investment Advisors, LLC	28	28	0.17%	6.93%	10.61%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.14%	0.36%	0.83%	Q4 2016	Q3 2023	28
THRIVENT FINANCIAL FOR LUTHERANS	25	3	0.00%	0.04%	0.09%	Q4 2015	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.00%	0.01%	0.02%	Q1 2016	Q4 2022	28
Bryn Mawr Capital Management, LLC	28	28	0.14%	1.19%	2.21%	Q4 2016	Q3 2023	28
Horan Securities, Inc.	15	6	0.00%	0.84%	4.17%	Q1 2016	Q2 2023	28
Joel Isaacson & Co., LLC	17	2	0.01%	0.03%	0.06%	Q4 2012	Q3 2023	28
Oakworth Capital, Inc.	14	1	0.00%	0.02%	0.07%	Q4 2015	Q3 2023	28
KCM INVESTMENT ADVISORS LLC	28	28	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.08%	0.13%	0.30%	Q4 2016	Q3 2023	28
Osborn Williams & Donohoe LLC	28	28	0.05%	0.11%	0.14%	Q2 2013	Q1 2020	28
Steward Partners Investment Advisory, LLC	28	28	0.02%	0.07%	0.17%	Q4 2016	Q3 2023	28
Stratford Consulting, LLC	28	28	0.01%	0.34%	0.41%	Q2 2013	Q1 2020	28
Capital Investment Advisory Services, LLC	28	28	0.04%	0.25%	0.58%	Q4 2016	Q3 2023	28
Camarda Financial Advisors, LLC	25	1	0.04%	2.09%	5.27%	Q2 2013	Q3 2023	28
SFMG, LLC	28	28	0.04%	0.11%	0.21%	Q2 2013	Q1 2020	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.01%	0.08%	0.30%	Q4 2016	Q3 2023	28
JOYN Advisors, Inc.	28	28	0.10%	0.42%	2.09%	Q2 2013	Q1 2020	28
Clearstead Advisors, LLC	28	28	0.28%	0.51%	0.98%	Q4 2016	Q3 2023	28
COLDSTREAM CAPITAL MANAGEMENT INC	24	4	0.02%	0.03%	0.04%	Q3 2016	Q3 2023	28
ZEKE CAPITAL ADVISORS, LLC	28	28	0.04%	0.07%	0.22%	Q1 2016	Q4 2022	28
BTC Capital Management, Inc.	21	6	0.24%	0.31%	0.36%	Q4 2016	Q3 2023	27
MYCIO WEALTH PARTNERS, LLC	27	27	0.02%	0.04%	0.05%	Q2 2013	Q4 2019	27
FLAGSHIP HARBOR ADVISORS, LLC	23	4	0.02%	0.12%	0.32%	Q4 2016	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.03%	0.28%	0.61%	Q4 2016	Q3 2023	27
Norway Savings Bank	26	1	0.39%	1.73%	2.86%	Q4 2016	Q3 2023	27
Close Asset Management Ltd	27	27	0.00%	0.03%	0.06%	Q1 2017	Q3 2023	27
CIBC BANK USA	27	27	0.17%	0.58%	1.23%	Q2 2013	Q4 2019	27
Asset Planning Services, Ltd.	27	27	0.35%	0.63%	1.05%	Q2 2015	Q4 2021	27
Tower Research Capital LLC (TRC)	5	1	0.00%	0.12%	0.40%	Q2 2013	Q3 2023	27
MANUFACTURERS LIFE INSURANCE COMPANY, THE	20	1	0.00%	0.01%	0.09%	Q4 2013	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.09%	0.57%	1.27%	Q2 2013	Q4 2019	27
RKL Wealth Management LLC	26	1	0.30%	1.10%	1.94%	Q4 2016	Q3 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.27%	0.47%	0.96%	Q4 2016	Q3 2023	27
OXFORD FINANCIAL GROUP, LTD. LLC	19	8	0.07%	0.21%	0.42%	Q4 2016	Q3 2023	27
Confluence Wealth Management LLC	27	27	0.28%	0.38%	0.46%	Q1 2014	Q3 2020	27
NewEdge Advisors, LLC	26	1	0.01%	0.07%	0.20%	Q3 2016	Q3 2023	27
FARR MILLER & WASHINGTON LLC/DC	27	27	0.04%	0.35%	0.57%	Q1 2015	Q3 2021	27
BOYS ARNOLD & CO INC	16	11	0.12%	0.15%	0.19%	Q2 2013	Q1 2020	27
Glassman Wealth Services	26	1	0.01%	0.06%	0.14%	Q3 2016	Q3 2023	27
Sensible Financial Planning & Management, LLC.	18	9	0.06%	0.18%	0.33%	Q3 2014	Q1 2022	27
CONFLUENCE INVESTMENT MANAGEMENT LLC	27	27	0.01%	0.09%	0.32%	Q2 2013	Q4 2019	27
Zhang Financial LLC	27	27	0.05%	0.14%	0.22%	Q1 2017	Q3 2023	27
SIGNATUREFD, LLC	23	2	0.00%	0.02%	0.04%	Q1 2015	Q3 2023	27
GUYASUTA INVESTMENT ADVISORS INC	13	1	0.02%	0.02%	0.05%	Q2 2016	Q3 2023	26
Cerity Partners LLC	25	1	0.01%	0.04%	0.08%	Q1 2017	Q3 2023	26
Founders Capital Management	13	13	0.07%	0.13%	0.17%	Q1 2017	Q4 2023	26
FIRST MIDWEST BANK TRUST DIVISION	24	2	0.03%	0.38%	1.72%	Q1 2015	Q4 2021	26
SOL Capital Management CO	26	26	0.08%	0.44%	0.70%	Q2 2017	Q3 2023	26
DIMENSION CAPITAL MANAGEMENT LLC	26	26	0.20%	0.36%	0.74%	Q2 2017	Q3 2023	26
AXA S.A.	26	26	0.03%	0.11%	0.22%	Q2 2013	Q3 2019	26
Krilogy Financial LLC	11	1	0.01%	0.05%	0.12%	Q3 2015	Q1 2023	26
Moloney Securities Asset Management, LLC	18	8	0.05%	0.16%	1.00%	Q4 2016	Q3 2023	26
PICTON MAHONEY ASSET MANAGEMENT	26	26	0.01%	0.13%	1.30%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.02%	0.05%	0.07%	Q2 2013	Q3 2019	26
Summit X, LLC	26	26	0.07%	0.44%	1.51%	Q2 2017	Q3 2023	26
SYNOVUS FINANCIAL CORP	15	1	0.00%	0.05%	0.06%	Q4 2013	Q3 2023	26
IHT Wealth Management, LLC	26	26	0.08%	0.21%	0.56%	Q2 2017	Q3 2023	26
Koshinski Asset Management, Inc.	24	2	0.05%	0.11%	0.36%	Q2 2015	Q3 2023	26
NWAM LLC	14	12	0.02%	0.15%	0.64%	Q1 2017	Q3 2023	26
WealthPLAN Partners, LLC	15	1	0.02%	0.58%	1.81%	Q1 2015	Q4 2023	26
REGENTATLANTIC CAPITAL LLC	25	1	0.01%	0.02%	0.04%	Q4 2014	Q3 2022	26
SRS Capital Advisors, Inc.	10	7	0.07%	0.57%	4.31%	Q4 2016	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.08%	0.26%	0.92%	Q2 2017	Q3 2023	26
GenWealth Group, Inc.	26	26	0.81%	1.28%	1.78%	Q2 2017	Q3 2023	26
Marquette Asset Management, LLC	25	25	0.56%	0.61%	0.69%	Q3 2013	Q3 2019	25
United Asset Strategies, Inc.	25	25	0.05%	0.69%	1.06%	Q3 2017	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.13%	0.83%	1.64%	Q2 2017	Q2 2023	25
COBIZ WEALTH, LLC	25	25	0.09%	0.33%	0.46%	Q2 2013	Q2 2019	25
OneDigital Investment Advisors LLC	24	1	0.04%	0.33%	0.70%	Q2 2017	Q3 2023	25
Carnegie Capital Asset Management, LLC	23	1	0.01%	0.02%	0.06%	Q3 2014	Q3 2023	25
Stockman Wealth Management, Inc.	25	25	0.09%	0.12%	0.14%	Q3 2017	Q3 2023	25
Ascent Wealth Partners, LLC	25	25	0.28%	0.48%	0.63%	Q3 2017	Q3 2023	25
Highland Private Wealth Management	18	2	0.06%	0.10%	0.20%	Q4 2015	Q3 2022	25
Wealthcare Advisory Partners LLC	13	1	0.01%	0.03%	0.05%	Q2 2016	Q3 2023	25
MONROE BANK & TRUST/MI	25	25	1.58%	2.64%	3.64%	Q2 2013	Q2 2019	25
Harel Insurance Investments & Financial Services Ltd.	23	2	0.00%	0.01%	0.02%	Q1 2016	Q3 2023	25
Lenox Wealth Advisors, LLC	24	1	0.02%	0.04%	0.08%	Q1 2014	Q4 2021	25
Hugh Johnson Advisors LLC	25	25	0.56%	1.64%	2.79%	Q2 2013	Q2 2019	25
Valeo Financial Advisors, LLC	25	25	0.05%	0.09%	0.15%	Q3 2017	Q3 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.18%	1.03%	2.50%	Q3 2017	Q3 2023	25
UNITED SERVICES AUTOMOBILE ASSOCIATION	10	1	0.00%	0.13%	0.48%	Q2 2013	Q3 2023	25
Matthew Goff Investment Advisor, LLC	25	25	0.62%	2.12%	3.45%	Q3 2017	Q3 2023	25
YorkBridge Wealth Partners, LLC	25	25	0.04%	0.24%	0.55%	Q4 2016	Q4 2022	25
VAUGHAN DAVID INVESTMENTS LLC/IL	12	2	0.01%	0.01%	0.01%	Q3 2016	Q3 2023	25
Evanson Asset Management, LLC	25	25	0.06%	0.08%	0.11%	Q3 2017	Q3 2023	25
Parkside Advisors LLC	25	25	0.09%	0.30%	0.54%	Q4 2013	Q4 2019	25
Choate Investment Advisors	15	9	0.00%	0.02%	0.04%	Q2 2013	Q3 2022	24
Invesco Ltd.	24	24	0.00%	0.00%	0.00%	Q2 2013	Q1 2019	24
Steinberg Global Asset Management	24	24	1.26%	2.39%	4.00%	Q2 2013	Q1 2019	24
Darwin Wealth Management, LLC	24	24	0.06%	0.70%	2.67%	Q4 2016	Q3 2022	24
MARINO, STRAM & ASSOCIATES LLC	24	24	0.19%	0.59%	1.17%	Q4 2017	Q3 2023	24
West Oak Capital, LLC	23	1	0.01%	0.28%	0.57%	Q2 2016	Q3 2023	24
Atlas Brown,Inc.	24	24	0.04%	0.21%	0.32%	Q4 2017	Q3 2023	24
Arlington Partners LLC	24	24	0.59%	3.65%	10.37%	Q4 2017	Q3 2023	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.02%	0.05%	0.06%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.41%	0.65%	Q4 2017	Q3 2023	24
BBVA USA Bancshares, Inc.	24	24	0.04%	0.19%	0.45%	Q2 2014	Q1 2020	24
SIGMA INVESTMENT COUNSELORS INC	24	24	0.03%	0.07%	0.16%	Q4 2017	Q3 2023	24
WealthTrust Fairport, LLC	24	24	1.05%	1.31%	1.56%	Q2 2013	Q1 2019	24
Ancora Advisors LLC	23	1	0.01%	0.02%	0.19%	Q4 2016	Q3 2023	24
TWO SIGMA SECURITIES, LLC	18	1	0.00%	0.17%	2.26%	Q2 2015	Q3 2023	24
WELCH & FORBES LLC	24	24	0.01%	0.01%	0.02%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	2.08%	3.48%	6.36%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.04%	0.15%	0.50%	Q4 2017	Q3 2023	24
Centerpoint Advisors, LLC	24	24	2.91%	5.88%	16.91%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.09%	0.73%	2.48%	Q4 2017	Q3 2023	24
BESSEMER GROUP INC	11	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	24
Towerpoint Wealth, LLC	24	24	0.19%	0.28%	0.57%	Q4 2017	Q3 2023	24
Seneca House Advisors	24	24	1.27%	1.78%	2.35%	Q4 2017	Q3 2023	24
Financial Partners Group, Inc	24	24	0.09%	0.58%	2.45%	Q4 2017	Q3 2023	24
JAMES INVESTMENT RESEARCH INC	24	24	0.01%	0.02%	0.03%	Q2 2013	Q1 2019	24
FINANCIAL LIFE ADVISORS	24	24	5.94%	9.32%	11.92%	Q4 2017	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.39%	0.75%	1.26%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.68%	0.91%	1.39%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	0.00%	0.19%	0.79%	Q4 2017	Q3 2023	24
Prospera Financial Services Inc	13	1	0.02%	0.11%	0.18%	Q4 2013	Q3 2023	24
Gryphon Financial Partners LLC	24	24	0.10%	0.21%	0.49%	Q4 2017	Q3 2023	24
Stordahl Capital Management, Inc.	24	24	0.95%	1.13%	1.28%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.05%	0.07%	0.16%	Q4 2017	Q3 2023	24
Eldridge Investment Advisors, Inc.	24	24	0.39%	0.59%	1.18%	Q4 2017	Q3 2023	24
Gradient Capital Advisors, LLC	24	24	0.17%	0.23%	0.42%	Q4 2017	Q3 2023	24
Hudson Capital Management LLC	24	24	1.23%	1.84%	2.72%	Q4 2017	Q3 2023	24
Prism Advisors, Inc.	24	24	0.23%	0.30%	0.67%	Q4 2017	Q3 2023	24
Peterson Wealth Advisors, LLC	24	24	0.09%	0.17%	0.35%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.01%	0.02%	0.06%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.20%	0.32%	0.51%	Q4 2017	Q3 2023	24
AE Wealth Management LLC	24	24	0.01%	0.09%	0.39%	Q4 2017	Q3 2023	24
Johanson Financial Advisors, Inc.	20	4	2.13%	3.10%	5.66%	Q4 2015	Q4 2021	24
Broadview Financial Management, LLC	24	24	5.92%	7.24%	8.37%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.12%	0.37%	1.03%	Q4 2017	Q3 2023	24
OPTIMUM INVESTMENT ADVISORS	24	24	0.02%	0.03%	0.04%	Q1 2018	Q4 2023	24
Corient Capital Partners, LLC	24	24	0.05%	0.08%	0.10%	Q3 2016	Q2 2022	24
BRIDGES INVESTMENT MANAGEMENT INC	24	24	0.01%	0.03%	0.04%	Q4 2017	Q3 2023	24
Country Club Trust Company, n.a.	20	3	0.04%	0.09%	0.22%	Q1 2016	Q4 2021	23
DAVIS SELECTED ADVISERS	6	1	0.00%	0.04%	0.29%	Q4 2013	Q3 2023	23
SEGALL BRYANT & HAMILL, LLC	19	4	0.01%	0.01%	0.01%	Q1 2017	Q4 2022	23
Estate Counselors, LLC	11	1	0.00%	0.54%	1.94%	Q3 2015	Q3 2023	23
TWO SIGMA INVESTMENTS, LP	9	1	0.00%	0.01%	0.06%	Q3 2013	Q4 2021	23
Rockefeller Capital Management L.P.	23	23	0.03%	0.10%	0.15%	Q1 2018	Q3 2023	23
Armbruster Capital Management, Inc.	17	6	0.06%	0.13%	0.22%	Q4 2015	Q1 2022	23
Ironwood Wealth Management, LLC.	22	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2023	23
Hanson & Doremus Investment Management	23	23	0.01%	0.01%	0.01%	Q4 2013	Q2 2019	23
COMERICA SECURITIES INC	23	23	0.70%	2.14%	5.50%	Q2 2013	Q4 2018	23
Truepoint, Inc.	12	11	0.02%	0.04%	0.11%	Q2 2017	Q3 2023	23
Addison Capital Co	22	1	0.14%	0.18%	0.21%	Q2 2015	Q3 2021	23
THOMPSON INVESTMENT MANAGEMENT, INC.	23	23	0.09%	0.14%	0.17%	Q1 2018	Q3 2023	23
Chesapeake Wealth Management	23	23	0.09%	0.12%	0.15%	Q1 2018	Q3 2023	23
RETIREMENT INCOME SOLUTIONS, INC	23	23	0.20%	0.51%	0.86%	Q1 2018	Q3 2023	23
S&CO INC	23	23	0.05%	0.05%	0.09%	Q1 2018	Q3 2023	23
TRUST CO OF VERMONT	14	1	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	22
PFG Advisors	17	5	0.02%	0.43%	1.83%	Q4 2017	Q3 2023	22
Perigon Wealth Management, LLC	20	1	0.00%	0.06%	0.16%	Q3 2011	Q3 2023	22
FIRST INTERSTATE BANK	12	10	0.02%	0.04%	0.07%	Q1 2018	Q3 2023	22
Hochman Cole Investment Advisors, Inc.	17	5	0.09%	0.14%	0.19%	Q4 2015	Q3 2021	22
Stone House Investment Management, LLC	12	1	0.00%	4.64%	13.47%	Q4 2016	Q1 2023	22
HAMEL ASSOCIATES, INC.	22	22	0.08%	0.60%	1.15%	Q1 2016	Q2 2021	22
Florin Court Capital LLP	8	7	0.66%	5.12%	13.96%	Q4 2016	Q1 2023	22
Pathway Financial Advisors LLC	14	8	1.06%	1.63%	2.05%	Q4 2017	Q3 2023	22
Klingman & Associates, LLC	14	4	0.03%	0.04%	0.06%	Q4 2017	Q3 2023	22
Certified Advisory Corp	11	11	0.15%	0.25%	0.44%	Q4 2017	Q3 2023	22
LAZARD ASSET MANAGEMENT LLC	22	22	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	22
Banco Santander, S.A.	18	4	0.01%	0.12%	0.24%	Q1 2018	Q3 2023	22
WHITE PINE CAPITAL LLC	22	22	0.10%	0.29%	0.53%	Q2 2018	Q3 2023	22
SCOTIA CAPITAL INC.	13	4	0.00%	0.01%	0.05%	Q2 2016	Q3 2023	22
Pinnacle Wealth Planning Services, Inc.	10	3	0.04%	0.32%	1.85%	Q4 2017	Q3 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.29%	0.59%	1.08%	Q2 2018	Q3 2023	22
TOTAL INVESTMENT MANAGEMENT INC	13	9	0.06%	0.17%	0.27%	Q1 2018	Q3 2023	22
Front Row Advisors LLC	15	7	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	22
Belpointe Asset Management LLC	18	3	0.09%	0.37%	0.69%	Q2 2018	Q3 2023	21
S. R. Schill & Associates	21	21	0.94%	1.97%	2.95%	Q4 2014	Q4 2019	21
Pinnacle Family Advisors, LLC	14	7	0.46%	2.58%	6.93%	Q4 2016	Q3 2023	21
Voya Financial Advisors, Inc.	21	21	0.01%	0.14%	0.37%	Q1 2016	Q1 2021	21
Lowe Wealth Advisors, LLC	16	5	0.00%	0.01%	0.01%	Q2 2016	Q3 2023	21
Covington Capital Management	21	21	0.00%	0.01%	0.03%	Q3 2017	Q3 2022	21
Pinnacle Bancorp, Inc.	20	1	1.29%	1.72%	2.62%	Q1 2017	Q3 2023	21
Larson Financial Group LLC	20	1	0.04%	0.25%	0.93%	Q4 2017	Q3 2023	21
Private Ocean, LLC	19	1	0.00%	0.01%	0.19%	Q2 2016	Q3 2023	21
Laurel Wealth Advisors, Inc.	19	1	0.02%	0.17%	0.24%	Q4 2015	Q1 2022	21
Whitegate Investment Counselors, Inc.	21	21	0.07%	0.11%	0.16%	Q3 2016	Q3 2021	21
Endurance Wealth Management, Inc.	18	3	0.00%	0.16%	0.23%	Q2 2015	Q2 2023	21
WBH ADVISORY INC	18	3	0.06%	0.12%	0.31%	Q2 2018	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.10%	0.21%	1.08%	Q3 2018	Q3 2023	21
CENTAURUS FINANCIAL, INC.	16	5	0.01%	0.05%	0.23%	Q2 2018	Q3 2023	21
WealthShield Partners, LLC	12	1	0.02%	0.24%	0.60%	Q4 2017	Q3 2023	21
Concorde Asset Management, LLC	13	8	0.16%	0.58%	1.14%	Q1 2017	Q3 2023	21
HL FINANCIAL SERVICES LLC	15	1	0.01%	0.06%	0.17%	Q2 2013	Q1 2019	21
Old North State Trust, LLC	21	21	0.13%	0.18%	0.24%	Q3 2018	Q3 2023	21
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	4	0.01%	0.03%	0.04%	Q4 2013	Q2 2021	21
BerganKDV Wealth Management, LLC	21	21	0.01%	0.02%	0.02%	Q2 2018	Q2 2023	21
Telos Capital Management, Inc.	21	21	0.30%	0.56%	0.78%	Q3 2018	Q3 2023	21
VALLEY NATIONAL ADVISERS INC	20	20	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	20
TD ASSET MANAGEMENT INC	20	20	0.00%	0.01%	0.01%	Q1 2015	Q4 2019	20
Laurel Wealth Advisors LLC	20	20	0.18%	0.19%	0.22%	Q4 2018	Q3 2023	20
Kalos Management, Inc.	20	20	0.09%	1.27%	3.62%	Q3 2018	Q2 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.76%	1.26%	2.06%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	1.87%	3.49%	5.78%	Q4 2018	Q3 2023	20
Freedom Investment Management, Inc.	20	20	0.03%	0.11%	0.23%	Q1 2013	Q4 2017	20
Acorn Wealth Advisors, LLC	11	9	0.16%	0.25%	0.37%	Q4 2017	Q3 2023	20
PARK AVENUE SECURITIES LLC	14	1	0.01%	0.85%	4.22%	Q2 2015	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.14%	0.48%	1.24%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	0.33%	0.63%	0.87%	Q4 2016	Q3 2021	20
IndexIQ Advisors LLC	20	20	0.00%	0.36%	1.11%	Q1 2014	Q4 2018	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.03%	0.05%	0.09%	Q4 2017	Q4 2022	20
Bogart Wealth, LLC	20	20	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	20
Financial Engines Advisors L.L.C.	20	20	0.07%	0.16%	0.45%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.39%	0.55%	0.84%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.04%	0.23%	1.09%	Q4 2014	Q3 2019	20
Great Point Wealth Advisors, LLC	20	20	0.55%	0.75%	1.20%	Q4 2018	Q3 2023	20
Tolleson Wealth Management, Inc.	20	20	0.51%	0.88%	1.78%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	2.20%	2.77%	3.32%	Q4 2018	Q3 2023	20
Salomon & Ludwin, LLC	20	20	5.06%	7.87%	11.04%	Q4 2018	Q3 2023	20
SIMON QUICK ADVISORS, LLC	19	1	0.00%	0.18%	0.41%	Q3 2017	Q3 2023	20
Courage Miller Partners, LLC	11	1	0.09%	1.13%	3.73%	Q2 2013	Q3 2023	20
American Portfolios Advisors	20	20	0.02%	0.09%	0.21%	Q4 2017	Q3 2022	20
BB&T SECURITIES, LLC	16	1	0.01%	0.04%	0.09%	Q2 2013	Q3 2019	20
Welch Group, LLC	9	3	0.02%	0.09%	0.33%	Q2 2013	Q1 2020	20
Ferris Capital, LLC	20	20	0.14%	0.20%	0.75%	Q2 2017	Q1 2022	20
Hirtle Callaghan & Co LLC	20	20	0.04%	0.07%	0.16%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.45%	0.64%	0.79%	Q4 2013	Q3 2018	20
Farmers & Merchants Trust Co of Long Beach	20	20	0.19%	0.27%	0.34%	Q4 2018	Q3 2023	20
JSF Financial, LLC	20	20	0.25%	2.02%	13.17%	Q4 2018	Q3 2023	20
F3Logic, LLC	20	20	0.09%	1.49%	3.09%	Q1 2018	Q4 2022	20
JANICZEK WEALTH MANAGEMENT, LLC	20	20	0.01%	0.01%	0.03%	Q4 2018	Q3 2023	20
Claro Advisors LLC	20	20	0.14%	0.20%	0.30%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.17%	0.53%	0.87%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.08%	0.23%	0.50%	Q4 2015	Q3 2020	20
Bernardo Wealth Planning LLC	20	20	0.52%	0.79%	1.15%	Q4 2018	Q3 2023	20
Archer Investment Corp	20	20	0.01%	0.02%	0.04%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.00%	0.04%	0.11%	Q4 2018	Q3 2023	20
Legacy Bridge, LLC	20	20	0.05%	0.08%	0.12%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.43%	0.58%	0.73%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.05%	0.15%	0.24%	Q4 2018	Q3 2023	20
Covenant Partners, LLC	20	20	0.07%	0.11%	0.25%	Q4 2018	Q3 2023	20
DROMS STRAUSS ADVISORS INC /MO/ /ADV	20	20	6.74%	8.18%	9.71%	Q4 2018	Q3 2023	20
Total Wealth Planning, LLC	20	20	0.41%	0.66%	0.91%	Q4 2018	Q3 2023	20
Schneider Downs Wealth Management Advisors, LP	20	20	0.18%	0.24%	0.30%	Q4 2018	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	0.74%	1.74%	3.32%	Q4 2018	Q3 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.13%	0.21%	0.28%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.00%	0.01%	0.11%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.56%	1.13%	1.98%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.07%	2.37%	10.71%	Q4 2018	Q3 2023	20
VALLEY WEALTH MANAGERS, INC.	19	19	0.01%	0.02%	0.03%	Q1 2019	Q3 2023	19
PRUDENTIAL FINANCIAL INC	11	8	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.06%	1.47%	3.20%	Q2 2013	Q4 2017	19
StoneX Group Inc.	19	19	0.14%	0.46%	0.88%	Q2 2017	Q4 2021	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.04%	0.14%	0.19%	Q1 2019	Q3 2023	19
First National Bank of South Miami	19	19	0.20%	0.31%	0.56%	Q4 2018	Q2 2023	19
Simmons Bank	10	9	0.02%	0.10%	0.30%	Q3 2017	Q1 2023	19
Keel Point, LLC	19	19	0.06%	0.39%	0.76%	Q3 2018	Q1 2023	19
TIAA, FSB	11	8	0.01%	0.01%	0.01%	Q2 2017	Q2 2023	19
Patriot Financial Group Insurance Agency, LLC	10	3	0.00%	0.61%	1.26%	Q4 2016	Q3 2023	19
ARROW FINANCIAL CORP	19	19	0.02%	0.06%	0.11%	Q4 2015	Q2 2020	19
Strategic Wealth Partners Group, LLC	10	9	1.00%	7.82%	11.52%	Q4 2018	Q3 2023	19
Connecticut Wealth Management, LLC	10	9	0.08%	0.15%	0.61%	Q4 2018	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.06%	1.00%	2.28%	Q2 2013	Q4 2017	19
TSFG, LLC	19	19	0.09%	0.22%	0.62%	Q1 2019	Q3 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.13%	0.25%	0.42%	Q1 2019	Q3 2023	19
MERITAGE PORTFOLIO MANAGEMENT	13	1	0.03%	0.05%	0.09%	Q2 2013	Q4 2018	19
Lee Financial Co	19	19	0.00%	0.18%	0.38%	Q1 2019	Q3 2023	19
Horizon Investments, LLC	19	19	0.02%	2.15%	13.60%	Q2 2013	Q4 2017	19
APPLETON PARTNERS INC/MA	19	19	0.02%	0.03%	0.05%	Q2 2019	Q4 2023	19
Magnus Financial Group LLC	19	19	0.06%	0.27%	0.54%	Q1 2019	Q3 2023	19
West Coast Financial LLC	19	19	0.06%	0.29%	0.56%	Q1 2019	Q3 2023	19
PARAMETRIC PORTFOLIO ASSOCIATES LLC	9	1	0.00%	0.00%	0.00%	Q4 2014	Q1 2022	19
CULLEN/FROST BANKERS, INC.	19	19	0.00%	0.12%	0.44%	Q1 2019	Q3 2023	19
NATIONAL PLANNING CORP	19	19	0.27%	0.72%	1.74%	Q2 2013	Q4 2017	19
BOENNING & SCATTERGOOD, INC.	19	19	0.12%	0.14%	0.20%	Q2 2018	Q4 2022	19
Rikoon Group, LLC	19	19	0.10%	0.14%	0.22%	Q3 2016	Q1 2021	19
EXENCIAL WEALTH ADVISORS, LLC	11	8	0.10%	0.30%	0.76%	Q4 2018	Q3 2023	19
Wealthquest Corp	14	5	0.03%	0.12%	0.37%	Q4 2018	Q3 2023	19
Patten Group, Inc.	15	1	0.00%	0.02%	0.10%	Q4 2014	Q3 2022	19
Itau Unibanco Holding S.A.	17	2	0.06%	0.18%	0.30%	Q3 2018	Q2 2023	19
Live Your Vision, LLC	19	19	0.23%	0.25%	0.28%	Q3 2014	Q1 2019	19
COMERICA SECURITIES,INC.	19	19	0.70%	0.77%	0.85%	Q1 2019	Q3 2023	19
Western Wealth Management, LLC	11	8	0.62%	0.92%	1.45%	Q4 2018	Q3 2023	19
Evensky & Katz LLC	19	19	0.07%	0.11%	0.14%	Q1 2019	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.01%	0.09%	0.17%	Q4 2018	Q3 2023	19
Private Capital Group, LLC	19	19	0.07%	0.16%	0.28%	Q4 2017	Q2 2022	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.02%	0.06%	0.17%	Q1 2019	Q3 2023	19
Lenox Wealth Management, Inc.	19	19	0.07%	0.14%	0.32%	Q4 2015	Q2 2020	19
MURPHY CAPITAL MANAGEMENT INC	9	2	0.03%	0.04%	0.11%	Q4 2016	Q2 2022	18
COLTON GROOME FINANCIAL ADVISORS, LLC	18	18	0.24%	0.59%	1.35%	Q2 2019	Q3 2023	18
Robertson Stephens Wealth Management, LLC	14	4	0.06%	0.50%	1.52%	Q4 2018	Q3 2023	18
Kelman-Lazarov, Inc.	14	4	0.09%	0.15%	0.18%	Q1 2016	Q3 2023	18
BANQUE PICTET & CIE SA	17	1	0.00%	0.01%	0.04%	Q4 2013	Q4 2021	18
Varma Mutual Pension Insurance Co	14	4	0.10%	2.29%	14.18%	Q4 2017	Q3 2023	18
FIFTH THIRD SECURITIES, INC.	8	1	0.58%	1.83%	3.71%	Q1 2016	Q3 2023	18
DUBUQUE BANK & TRUST CO	18	18	0.01%	0.12%	0.68%	Q4 2014	Q1 2019	18
Commonwealth Equity Services, Inc	18	18	0.27%	0.46%	0.62%	Q2 2013	Q3 2017	18
AFFINITY WEALTH MANAGEMENT LLC	12	1	0.09%	3.57%	11.97%	Q2 2013	Q2 2019	18
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	18	18	0.01%	0.02%	0.11%	Q2 2019	Q3 2023	18
PARTHENON LLC	8	1	0.03%	0.04%	0.08%	Q4 2014	Q3 2023	18
Institute for Wealth Management, LLC.	16	2	0.06%	0.15%	0.49%	Q1 2019	Q3 2023	18
Fieldpoint Private Securities, LLC	10	1	0.00%	0.02%	0.04%	Q1 2017	Q2 2022	18
First Command Financial Services, Inc.	10	8	0.00%	0.01%	0.02%	Q3 2017	Q4 2022	18
UBP Investment Advisors SA	18	18	0.16%	0.44%	2.14%	Q4 2017	Q1 2022	18
CX Institutional	12	6	0.00%	0.50%	1.74%	Q2 2018	Q3 2023	18
DAVIS R M INC	18	18	0.01%	0.01%	0.02%	Q1 2019	Q2 2023	18
TD Ameritrade Trust Co	18	18	3.18%	7.51%	9.68%	Q2 2013	Q3 2017	18
BANK OF STOCKTON	11	7	0.36%	3.19%	5.13%	Q4 2018	Q3 2023	18
Old Port Advisors	17	1	0.13%	0.23%	0.31%	Q2 2018	Q4 2022	18
Mirae Asset Global Investments Co., Ltd.	17	1	0.01%	0.16%	0.41%	Q1 2016	Q3 2021	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.32%	0.72%	1.54%	Q2 2013	Q3 2017	18
Migdal Insurance & Financial Holdings Ltd.	10	8	0.00%	0.01%	0.06%	Q3 2017	Q1 2023	18
Independence Advisors, LLC	18	18	0.85%	1.69%	3.68%	Q2 2016	Q3 2020	18
Shulman DeMeo Asset Management LLC	9	9	0.10%	0.14%	0.35%	Q1 2019	Q3 2023	18
First Command Bank	10	8	0.00%	0.01%	0.02%	Q3 2017	Q4 2022	18
SVB WEALTH LLC	18	18	0.00%	0.02%	0.04%	Q2 2019	Q3 2023	18
Fusion Family Wealth LLC	18	18	0.01%	0.02%	0.06%	Q4 2016	Q1 2021	18
Rice Partnership, LLC	18	18	0.01%	0.02%	0.02%	Q2 2019	Q3 2023	18
Realta Investment Advisors	13	4	0.08%	0.18%	0.26%	Q1 2019	Q3 2023	17
Baldrige Asset Management LLC	17	17	0.55%	0.81%	1.42%	Q1 2019	Q1 2023	17
Arete Wealth Advisors, LLC	9	1	0.03%	0.20%	0.53%	Q2 2014	Q3 2023	17
GUGGENHEIM CAPITAL LLC	17	17	0.00%	0.08%	0.18%	Q2 2013	Q2 2017	17
SPINNAKER TRUST	17	17	0.02%	0.03%	0.03%	Q3 2019	Q3 2023	17
1st Global Advisors, Inc.	17	17	0.16%	0.23%	0.50%	Q2 2013	Q2 2017	17
WFG Advisors, LP	17	17	0.00%	0.02%	0.04%	Q2 2013	Q2 2017	17
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	14	3	0.03%	0.71%	1.10%	Q2 2013	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.11%	0.23%	0.46%	Q3 2019	Q3 2023	17
Clarus Wealth Advisors	17	17	0.26%	1.55%	2.37%	Q2 2019	Q2 2023	17
Capital Planning Advisors, LLC	17	17	0.12%	0.15%	0.20%	Q3 2019	Q3 2023	17
Freedom Day Solutions, LLC	17	17	0.09%	0.16%	0.24%	Q1 2018	Q1 2022	17
GABLES CAPITAL MANAGEMENT INC.	17	17	1.05%	1.31%	1.50%	Q3 2019	Q3 2023	17
Blue Edge Capital, LLC	13	4	0.12%	0.52%	1.13%	Q4 2016	Q3 2023	17
Compagnie Lombard Odier SCmA	16	1	0.00%	0.10%	0.20%	Q4 2013	Q4 2022	17
Sowell Financial Services LLC	7	1	0.02%	0.45%	1.09%	Q4 2016	Q1 2023	17
Physician Wealth Advisors, Inc.	17	17	0.05%	0.15%	0.26%	Q3 2019	Q3 2023	17
L & S Advisors Inc	11	1	0.03%	0.06%	0.10%	Q3 2017	Q3 2023	17
Carmichael Hill & Associates, Inc.	16	16	0.06%	0.08%	0.10%	Q4 2019	Q3 2023	16
BOSTON FINANCIAL MANGEMENT LLC	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
BIRINYI ASSOCIATES INC	15	1	0.15%	0.25%	0.81%	Q2 2016	Q1 2022	16
Astoria Strategic Wealth, Inc.	16	16	1.66%	2.65%	5.68%	Q4 2019	Q3 2023	16
Halpern Financial, Inc.	16	16	10.24%	13.11%	15.60%	Q4 2019	Q3 2023	16
Blue Chip Partners, LLC	16	16	0.04%	0.07%	0.18%	Q4 2019	Q3 2023	16
EPG Wealth Management LLC	16	16	0.40%	0.55%	0.69%	Q4 2019	Q3 2023	16
Blue Zone Wealth Advisors, LLC	16	16	0.16%	3.75%	9.08%	Q4 2019	Q3 2023	16
Wealth Alliance	16	16	0.06%	0.96%	2.36%	Q4 2019	Q3 2023	16
Harborview Advisors, LLC	16	16	0.57%	0.83%	1.13%	Q4 2017	Q3 2021	16
Peachtree Investment Partners, LLC	16	16	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	16
Carl P. Sherr & Co., LLC	16	16	0.58%	0.77%	1.31%	Q4 2019	Q3 2023	16
VIRIDIAN RIA, LLC	14	2	2.66%	3.51%	5.36%	Q1 2018	Q1 2022	16
Sugarloaf Wealth Management, LLC	16	16	0.02%	0.05%	0.17%	Q4 2019	Q3 2023	16
ALERUS FINANCIAL NA	10	1	0.02%	0.03%	0.04%	Q2 2016	Q1 2022	16
Disciplined Investments, LLC	16	16	0.26%	0.39%	0.66%	Q4 2019	Q3 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.06%	0.08%	0.11%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.19%	0.29%	0.99%	Q4 2019	Q3 2023	16
Powell Investment Advisors, LLC	16	16	8.89%	11.34%	12.87%	Q4 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.10%	0.18%	0.24%	Q4 2019	Q3 2023	16
LAKE STREET PRIVATE WEALTH, LLC	16	16	0.15%	0.24%	0.39%	Q1 2019	Q4 2022	16
Column Capital Advisors, LLC	16	16	0.01%	0.03%	0.05%	Q4 2019	Q3 2023	16
Wealthspire Advisors, LLC	15	1	0.01%	0.07%	0.10%	Q4 2018	Q3 2023	16
FDx Advisors, Inc.	12	1	0.02%	0.35%	3.64%	Q2 2013	Q2 2019	16
Soltis Investment Advisors LLC	16	16	0.05%	0.55%	0.88%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.03%	0.54%	1.19%	Q3 2019	Q3 2023	16
LPWM LLC	16	16	17.52%	19.10%	20.60%	Q4 2019	Q3 2023	16
HILLTOP WEALTH ADVISORS, LLC	16	16	3.20%	3.88%	4.94%	Q4 2019	Q3 2023	16
WASHINGTON TRUST Co	15	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.32%	0.41%	0.52%	Q4 2019	Q3 2023	16
RPg Family Wealth Advisory, LLC	11	1	0.02%	0.05%	0.15%	Q4 2015	Q1 2022	16
ROPES WEALTH ADVISORS LLC	12	4	0.01%	0.07%	0.17%	Q1 2018	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	2.45%	3.85%	5.43%	Q4 2019	Q3 2023	16
Stonebridge Financial Planning Group, LLC	16	16	0.51%	0.72%	0.86%	Q4 2019	Q3 2023	16
Mattern Wealth Management LLC	16	16	0.48%	0.70%	1.85%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	0.07%	0.15%	0.25%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.04%	0.21%	0.56%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.15%	0.82%	1.63%	Q4 2019	Q3 2023	16
Beaumont Financial Partners, LLC	16	16	0.02%	0.03%	0.04%	Q4 2018	Q3 2022	16
Simplicity Solutions, LLC	10	1	0.00%	0.25%	1.10%	Q4 2014	Q3 2023	16
TPG Financial Advisors, LLC	16	16	0.27%	0.46%	0.80%	Q4 2018	Q3 2022	16
BALLAST ADVISORS LLC	16	16	0.05%	0.06%	0.08%	Q4 2019	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.22%	0.30%	0.41%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.22%	0.27%	0.73%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.58%	1.00%	1.47%	Q4 2019	Q3 2023	16
LUCAS CAPITAL MANAGEMENT	16	16	0.07%	0.13%	0.20%	Q4 2013	Q3 2017	16
PSI Advisors, LLC	16	16	0.09%	0.70%	1.32%	Q4 2019	Q3 2023	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	1	0.04%	0.15%	0.57%	Q4 2018	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.01%	0.03%	0.07%	Q4 2019	Q3 2023	16
Pflug Koory, LLC	15	15	0.01%	0.01%	0.01%	Q4 2016	Q2 2020	15
White Lighthouse Investment Management Inc.	15	15	0.12%	0.31%	0.47%	Q4 2017	Q2 2021	15
Sound Income Strategies, LLC	13	1	0.00%	0.00%	0.02%	Q1 2018	Q2 2023	15
LOWE BROCKENBROUGH & CO INC	15	15	0.10%	0.12%	0.19%	Q1 2020	Q3 2023	15
BRAVE ASSET MANAGEMENT INC	13	1	0.01%	3.41%	7.42%	Q4 2013	Q3 2023	15
Graypoint LLC	15	15	0.70%	1.01%	1.78%	Q1 2020	Q3 2023	15
BlackRock Investment Management, LLC	15	15	0.00%	0.00%	0.01%	Q2 2013	Q4 2016	15
HHM Wealth Advisors, LLC	15	15	0.00%	0.01%	0.02%	Q1 2020	Q3 2023	15
Cordasco Financial Network	9	6	0.00%	0.03%	0.08%	Q4 2013	Q2 2020	15
Catamount Wealth Management	11	4	0.00%	0.01%	0.02%	Q4 2014	Q1 2019	15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	9	6	0.02%	0.07%	0.16%	Q4 2016	Q3 2023	15
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	13	2	0.27%	0.75%	1.48%	Q2 2013	Q2 2019	15
Hills Bank & Trust Co	15	15	0.02%	0.03%	0.07%	Q1 2020	Q3 2023	15
Blankinship & Foster, LLC	15	15	0.24%	0.50%	0.73%	Q1 2020	Q3 2023	15
Retirement Group, LLC	14	1	0.03%	0.10%	0.15%	Q4 2019	Q3 2023	15
Concert Wealth Management Inc.	8	7	0.03%	0.06%	0.11%	Q2 2013	Q1 2017	15
Dorsey & Whitney Trust CO LLC	15	15	0.23%	0.28%	0.38%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.24%	0.39%	0.72%	Q1 2020	Q3 2023	15
BigSur Wealth Management LLC	15	15	0.40%	0.56%	0.66%	Q1 2020	Q3 2023	15
AdvicePeriod, LLC	15	15	0.20%	1.00%	1.40%	Q4 2017	Q2 2021	15
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	15	15	0.01%	0.26%	1.01%	Q4 2019	Q2 2023	15
MSI Financial Services Inc	15	15	0.14%	0.22%	0.51%	Q2 2013	Q4 2016	15
KINGS POINT CAPITAL MANAGEMENT	14	1	0.01%	0.13%	0.19%	Q1 2015	Q1 2020	15
ALTFEST L J & CO INC	15	15	0.05%	0.07%	0.12%	Q1 2020	Q3 2023	15
Risk Paradigm Group, LLC	13	2	0.03%	0.90%	2.40%	Q1 2015	Q4 2018	15
Csenge Advisory Group	14	1	0.00%	0.38%	0.67%	Q3 2018	Q3 2023	15
Evolution Wealth Advisors, LLC	12	3	0.02%	1.16%	2.48%	Q4 2018	Q3 2023	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	0.44%	0.78%	1.00%	Q4 2019	Q3 2023	15
PrairieView Partners, LLC	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	1.14%	4.10%	5.41%	Q4 2019	Q3 2023	15
Apollon Wealth Management, LLC	11	1	0.02%	0.20%	0.44%	Q2 2019	Q3 2023	15
Waverly Advisors, LLC	7	1	0.02%	0.05%	0.10%	Q1 2017	Q3 2023	15
Hudock, Inc.	8	1	0.00%	0.02%	0.18%	Q1 2015	Q3 2022	15
Wellspring Financial Advisors, LLC	15	15	0.53%	0.55%	0.59%	Q1 2020	Q3 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.00%	0.03%	0.09%	Q4 2019	Q3 2023	15
CVA Family Office, LLC	15	15	0.01%	0.05%	0.13%	Q1 2020	Q3 2023	15
ARQ WEALTH ADVISORS, LLC	15	15	0.29%	0.36%	0.41%	Q1 2020	Q3 2023	15
MONETARY MANAGEMENT GROUP INC	15	15	0.05%	0.06%	0.08%	Q1 2020	Q3 2023	15
Leelyn Smith, LLC	15	15	0.00%	0.09%	0.22%	Q1 2020	Q3 2023	15
CWS Financial Advisors, LLC	8	7	0.14%	0.18%	0.31%	Q4 2019	Q3 2023	15
Stillwater Investment Management, LLC	10	1	0.09%	0.15%	0.21%	Q4 2013	Q1 2018	15
Capital Square, LLC	15	15	0.44%	0.50%	0.64%	Q4 2019	Q2 2023	15
Strategic Family Wealth Counselors, L.L.C.	15	15	0.13%	0.20%	0.32%	Q1 2020	Q3 2023	15
SUNFLOWER BANK, NA WEALTH MANAGEMENT	13	2	0.13%	0.22%	0.74%	Q2 2016	Q2 2020	15
Arkadios Wealth Advisors	15	15	0.04%	0.07%	0.10%	Q4 2019	Q2 2023	15
Curtis Advisory Group, LLC	14	1	0.10%	0.12%	0.15%	Q4 2019	Q3 2023	15
KFA Private Wealth Group, LLC	15	15	3.06%	3.35%	3.80%	Q1 2020	Q3 2023	15
Timber Hill LLC	10	2	0.00%	0.02%	0.08%	Q4 2013	Q1 2018	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.11%	0.15%	0.30%	Q1 2020	Q3 2023	15
Kerntke Otto McGlone Wealth Management Group	9	6	0.21%	0.47%	1.05%	Q4 2019	Q3 2023	15
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	10	5	0.24%	0.47%	1.03%	Q4 2019	Q3 2023	15
WOLVERINE ASSET MANAGEMENT LLC	15	15	0.00%	0.01%	0.07%	Q4 2015	Q2 2019	15
Kovitz Investment Group Partners, LLC	15	15	0.01%	0.18%	0.24%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.23%	0.58%	1.03%	Q2 2016	Q4 2019	15
Summit Financial Wealth Advisors, LLC	6	1	0.07%	0.22%	0.64%	Q2 2016	Q3 2023	15
Weaver Consulting Group	8	7	0.04%	0.15%	0.29%	Q1 2019	Q3 2023	15
Peninsula Wealth, LLC	15	15	1.09%	2.98%	3.61%	Q1 2020	Q3 2023	15
Avion Wealth	15	15	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	15
Harvest Investment Services, LLC	11	2	0.13%	0.45%	1.28%	Q4 2018	Q3 2023	15
CONNING INC.	10	1	0.00%	0.05%	0.09%	Q2 2014	Q3 2023	15
Polianta Ltd	5	1	1.80%	4.06%	7.37%	Q4 2016	Q3 2023	15
Balentine LLC	7	1	0.00%	0.02%	0.06%	Q4 2015	Q1 2023	15
Lehman & Derafelo Financial Resources LLC	12	2	0.00%	0.00%	0.01%	Q4 2018	Q3 2022	14
McKinley Carter Wealth Services, Inc.	13	1	0.02%	3.43%	7.39%	Q4 2019	Q3 2023	14
Horrell Capital Management, Inc.	13	1	0.03%	0.04%	0.08%	Q2 2013	Q2 2018	14
Renaissance Technologies	4	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	14
PagnatoKarp Partners LLC	14	14	0.05%	0.17%	0.30%	Q4 2016	Q1 2020	14
SHINE INVESTMENT ADVISORY SERVICES INC	14	14	0.02%	0.04%	0.07%	Q2 2017	Q3 2020	14
Huntington Steele LLC	14	14	0.20%	0.35%	0.42%	Q4 2014	Q1 2018	14
AMG National Trust Bank	14	14	0.04%	0.05%	0.05%	Q2 2020	Q3 2023	14
Wealth Quarterback LLC	6	1	0.20%	0.84%	2.24%	Q1 1987	Q3 2023	14
EFG Asset Management (Americas) Corp.	7	1	0.02%	0.16%	0.28%	Q4 2013	Q3 2023	14
Provident Wealth Management, LLC	14	14	0.06%	0.11%	0.25%	Q2 2020	Q3 2023	14
MinichMacGregor Wealth Management, LLC	13	1	0.00%	0.06%	0.30%	Q4 2015	Q4 2022	14
Capital Advisory Group Advisory Services, LLC	12	2	0.00%	0.00%	0.01%	Q4 2018	Q2 2022	14
J.W. COLE ADVISORS, INC.	8	1	0.12%	0.57%	0.85%	Q4 2019	Q3 2023	14
Alhambra Investment Management LLC	13	1	0.87%	1.20%	1.65%	Q4 2019	Q3 2023	14
SIMPLEX TRADING, LLC	5	1	0.00%	0.01%	0.05%	Q4 2015	Q2 2023	14
Praetorian Wealth Management, Inc.	14	14	9.32%	11.41%	13.85%	Q2 2020	Q3 2023	14
Peak Asset Management, LLC	14	14	0.08%	0.12%	0.15%	Q4 2014	Q1 2018	14
Gerstein Fisher	14	14	0.09%	0.15%	0.28%	Q2 2013	Q3 2016	14
Visionary Wealth Advisors	13	1	0.03%	0.05%	0.22%	Q4 2019	Q3 2023	14
ISLAY CAPITAL MANAGEMENT, LLC	14	14	0.00%	0.01%	0.06%	Q2 2020	Q3 2023	14
Meristem Family Wealth, LLC	14	14	0.07%	0.32%	0.42%	Q4 2018	Q1 2022	14
CIBC WORLD MARKET INC.	12	2	0.00%	0.01%	0.01%	Q2 2014	Q3 2023	14
Private Wealth Advisors, Inc.	13	1	0.11%	0.38%	0.81%	Q4 2016	Q4 2020	14
FIRST COMMONWEALTH FINANCIAL CORP /PA/	14	14	0.33%	0.60%	1.39%	Q2 2020	Q3 2023	14
Advisory Alpha, LLC	13	1	0.02%	0.55%	1.72%	Q1 2017	Q3 2020	14
Aurora Private Wealth, Inc.	10	4	0.19%	0.31%	0.46%	Q4 2019	Q3 2023	14
US FINANCIAL ADVISORS, LLC	7	1	0.01%	0.10%	0.14%	Q1 2015	Q2 2023	14
Paloma Partners Management Co	4	1	0.04%	0.10%	0.26%	Q4 2018	Q2 2023	14
M Holdings Securities, Inc.	6	1	0.02%	0.25%	0.91%	Q3 2014	Q2 2023	14
Good Life Advisors, LLC	4	1	0.02%	0.06%	0.13%	Q4 2016	Q3 2023	14
ELEMENT POINTE ADVISORS, LLC	9	1	0.10%	0.81%	1.36%	Q4 2018	Q3 2023	14
TBH Global Asset Management, LLC	13	13	0.19%	0.28%	0.52%	Q3 2020	Q3 2023	13
Guidant Wealth Advisors	13	13	0.62%	1.67%	3.30%	Q3 2016	Q3 2019	13
CABOT WEALTH MANAGEMENT INC	13	13	0.06%	0.07%	0.07%	Q3 2020	Q3 2023	13
FIRSTMERIT BANK N A TRUSTEE	13	13	2.48%	2.79%	3.17%	Q2 2013	Q2 2016	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.66%	0.83%	1.15%	Q4 2018	Q4 2021	13
Hayden Royal, LLC	13	13	0.29%	0.99%	4.02%	Q4 2018	Q4 2021	13
Independence Wealth Advisors, Inc.	13	13	1.87%	6.62%	9.74%	Q4 2017	Q4 2020	13
Starfire Investment Advisers, Inc.	11	2	0.84%	1.09%	2.17%	Q1 2015	Q2 2018	13
MGO ONE SEVEN LLC	4	1	0.02%	0.05%	0.11%	Q4 2017	Q3 2023	13
Williams Jones Wealth Management, LLC.	12	1	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	13
LGL PARTNERS, LLC	12	1	0.03%	0.08%	0.15%	Q4 2019	Q3 2023	13
Independence Bank of Kentucky	13	13	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	13
Partnervest Advisory Services LLC	6	1	0.05%	0.13%	0.20%	Q4 2013	Q4 2019	13
Berkshire Money Management, Inc.	7	6	0.06%	6.67%	13.65%	Q3 2014	Q3 2023	13
Day & Ennis, LLC	13	13	0.51%	1.21%	1.87%	Q4 2015	Q4 2018	13
Jaffetilchin Investment Partners, LLC	11	2	0.03%	0.14%	0.45%	Q1 2019	Q3 2023	13
THOMPSON DAVIS & CO., INC.	13	13	0.06%	0.08%	0.12%	Q3 2014	Q3 2017	13
Kestra Advisory Services, LLC	13	13	0.11%	0.28%	0.69%	Q3 2020	Q3 2023	13
Paragon Wealth Strategies, LLC	13	13	0.83%	1.78%	2.77%	Q4 2016	Q4 2019	13
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.	13	13	0.11%	0.15%	0.20%	Q3 2020	Q3 2023	13
Ifrah Financial Services, Inc.	7	1	0.07%	1.14%	5.80%	Q2 2013	Q4 2019	13
WESTPORT RESOURCES MANAGEMENT INC	13	13	0.01%	0.01%	0.01%	Q2 2013	Q2 2016	13
Measured Wealth Private Client Group, LLC	7	6	0.08%	0.18%	0.37%	Q2 2018	Q1 2022	13
Covington Investment Advisors Inc.	13	13	0.19%	0.25%	0.32%	Q2 2013	Q2 2016	13
BLUESTEIN R H & CO LLC	13	13	0.02%	0.02%	0.03%	Q3 2019	Q3 2022	13
Tranquility Partners, LLC	13	13	0.22%	0.45%	0.73%	Q3 2020	Q3 2023	13
MIRSKY FINANCIAL MANAGEMENT CORP.	13	13	7.87%	9.86%	14.13%	Q4 2018	Q4 2021	13
Alpha Cubed Investments, LLC	9	2	0.01%	0.04%	0.06%	Q1 2018	Q1 2022	13
Key FInancial Inc	12	1	0.06%	0.11%	0.17%	Q1 2020	Q3 2023	13
Stegner Investment Associates Inc.	13	13	2.62%	3.23%	3.64%	Q3 2020	Q3 2023	13
LYNCH & ASSOCIATES/IN	13	13	0.14%	0.64%	1.41%	Q4 2020	Q4 2023	13
Founders Financial Alliance, LLC	13	13	0.06%	0.11%	0.25%	Q3 2020	Q3 2023	13
Epstein & White Financial LLC	13	13	0.09%	5.16%	22.07%	Q2 2018	Q2 2021	13
Crescent Grove Advisors, LLC	10	3	0.05%	0.11%	0.21%	Q2 2019	Q3 2023	13
PEDDOCK CAPITAL ADVISORS, LLC	11	1	0.02%	0.07%	0.11%	Q3 2016	Q4 2020	13
Stratos Wealth Advisors, LLC	12	1	0.03%	0.05%	0.11%	Q1 2020	Q3 2023	13
Personal Wealth Partners	13	13	1.47%	3.52%	6.13%	Q1 2019	Q1 2022	13
BlueSky Wealth Advisors, LLC	13	13	0.37%	0.41%	0.48%	Q4 2016	Q4 2019	13
WIMMER ASSOCIATES 1, LLC	12	1	0.13%	0.15%	0.17%	Q4 2019	Q3 2023	13
FIRST AMERICAN TRUST, FSB	7	6	0.09%	0.14%	0.24%	Q4 2015	Q2 2021	13
FIDUCIARY TRUST CO	13	13	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	13
RATIONAL ADVISORS LLC	8	1	0.09%	0.19%	0.39%	Q1 2011	Q4 2022	13
Lindbrook Capital, LLC	8	5	0.01%	0.08%	0.15%	Q2 2020	Q3 2023	13
Outlook Wealth Advisors, LLC	13	13	0.31%	0.41%	0.58%	Q3 2019	Q3 2022	13
Parker Investment Management, LLC	6	1	0.07%	2.44%	8.85%	Q1 2016	Q4 2022	13
Financial Advisors Network, Inc.	11	1	0.00%	1.87%	2.34%	Q4 2016	Q3 2023	13
Sunbelt Securities, Inc.	13	13	0.32%	0.70%	0.97%	Q3 2020	Q3 2023	13
INSPIRION WEALTH ADVISORS, LLC	13	13	0.14%	0.19%	0.25%	Q3 2020	Q3 2023	13
Domani Wealth, LLC	13	13	0.19%	0.26%	0.32%	Q1 2020	Q1 2023	13
Oxler Private Wealth LLC	12	12	0.01%	0.19%	0.23%	Q4 2020	Q3 2023	13
Squarepoint Ops LLC	8	2	0.01%	0.04%	0.14%	Q1 2020	Q3 2023	13
Knuff & Co LLC	13	13	0.02%	0.03%	0.03%	Q3 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.05%	0.20%	0.32%	Q2 2013	Q2 2016	13
AJ WEALTH STRATEGIES, LLC	13	13	0.11%	0.15%	0.19%	Q2 2020	Q2 2023	13
HHG & Company, LLC	12	12	0.25%	0.33%	0.46%	Q2 2013	Q1 2016	12
IRONWOOD WEALTH MANAGEMENT, INC.	12	12	4.15%	7.30%	9.03%	Q4 2020	Q3 2023	12
N.E.W. Advisory Services LLC	12	12	0.11%	0.26%	0.59%	Q4 2020	Q3 2023	12
Essex Financial Services, Inc.	12	12	0.12%	0.15%	0.19%	Q4 2020	Q3 2023	12
Sabal Trust CO	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
HUTCHINSON CAPITAL MANAGEMENT/CA	12	12	0.07%	0.08%	0.10%	Q3 2019	Q2 2022	12
Windward Private Wealth Management Inc.	12	12	0.41%	0.46%	0.50%	Q4 2020	Q3 2023	12
Ausdal Financial Partners, Inc.	12	12	0.17%	0.24%	0.33%	Q4 2015	Q3 2018	12
Sterling Financial Planning, Inc.	12	12	1.91%	2.41%	2.73%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.22%	0.25%	0.29%	Q4 2020	Q3 2023	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	5.77%	7.03%	8.77%	Q4 2020	Q3 2023	12
Summit Financial, LLC	11	1	0.02%	0.07%	0.10%	Q4 2018	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.05%	0.09%	0.14%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	2.29%	3.72%	4.74%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.58%	0.73%	1.14%	Q4 2020	Q3 2023	12
4J Wealth Management LLC	12	12	0.36%	0.42%	0.50%	Q4 2020	Q3 2023	12
Hefren-Tillotson, Inc.	12	12	0.35%	0.62%	0.85%	Q3 2015	Q2 2018	12
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	11	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	12
Willis Johnson & Associates, Inc.	12	12	0.63%	4.22%	14.20%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.02%	0.03%	0.05%	Q4 2020	Q3 2023	12
Alta Wealth Advisors LLC	12	12	0.23%	0.58%	0.78%	Q4 2020	Q3 2023	12
BINGHAM OSBORN & SCARBOROUGH LLC	12	12	0.07%	0.16%	0.27%	Q4 2018	Q3 2021	12
Freestone Capital Holdings, LLC	7	5	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	12
COREPATH WEALTH PARTNERS LLC	12	12	0.37%	0.42%	0.51%	Q4 2020	Q3 2023	12
TODD ASSET MANAGEMENT LLC	12	12	0.26%	0.34%	0.44%	Q2 2013	Q1 2016	12
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Icon Wealth Partners, LLC	6	2	0.02%	0.28%	0.96%	Q4 2017	Q2 2023	12
InterOcean Capital Group, LLC	12	12	0.01%	0.02%	0.05%	Q4 2020	Q3 2023	12
CATALYST PRIVATE WEALTH, LLC	11	1	0.11%	0.34%	0.50%	Q3 2020	Q4 2023	12
Spotlight Asset Group, Inc.	8	1	3.84%	4.37%	4.94%	Q4 2019	Q3 2023	12
Smith Anglin Financial, LLC	12	12	4.18%	6.37%	9.60%	Q4 2020	Q3 2023	12
Litman Gregory Wealth Management LLC	12	12	0.00%	0.03%	0.04%	Q2 2018	Q1 2021	12
Essex Savings Bank	9	3	0.01%	0.16%	0.22%	Q4 2018	Q3 2023	12
HighMark Wealth Management LLC	12	12	0.17%	0.87%	1.07%	Q4 2020	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	0.27%	0.51%	0.88%	Q4 2020	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.01%	0.07%	0.18%	Q2 2013	Q1 2016	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.02%	0.11%	0.28%	Q4 2018	Q3 2021	12
Flagship Private Wealth, LLC	12	12	0.39%	0.44%	0.47%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.03%	0.09%	0.16%	Q4 2020	Q3 2023	12
Silicon Hills Wealth Management, LLC	11	1	0.15%	0.31%	0.56%	Q4 2019	Q2 2023	12
CADENCE BANK NA	6	1	0.07%	0.07%	0.09%	Q3 2017	Q2 2022	12
MMA ASSET MANAGEMENT LLC	12	12	9.30%	11.16%	13.50%	Q4 2020	Q3 2023	12
Wescott Financial Advisory Group, LLC	12	12	0.64%	0.78%	0.97%	Q4 2020	Q3 2023	12
Chicago Capital, LLC	12	12	0.02%	0.03%	0.05%	Q4 2020	Q3 2023	12
Alaska Permanent Capital Management	6	2	0.04%	0.20%	0.38%	Q1 2017	Q3 2023	12
Signature Wealth Management Partners, LLC	12	12	4.87%	5.90%	7.56%	Q4 2020	Q3 2023	12
Renasant Bank	12	12	2.62%	3.05%	3.33%	Q4 2020	Q3 2023	12
Spectrum Management Group, LLC	12	12	0.10%	0.49%	1.38%	Q4 2019	Q3 2022	12
COMMERZBANK AKTIENGESELLSCHAFT /FI	12	12	0.00%	0.01%	0.01%	Q1 2017	Q4 2019	12
TrueWealth Advisors, LLC	12	12	0.35%	1.21%	2.40%	Q4 2020	Q3 2023	12
ANDERSON HOAGLAND & CO	12	12	0.07%	0.08%	0.10%	Q4 2020	Q3 2023	12
Klaas Financial Asset Advisors, LLC	12	12	0.36%	0.52%	0.68%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	4.55%	5.00%	5.40%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	0.21%	0.23%	0.25%	Q4 2020	Q3 2023	12
Yellowstone Partners, LLC	12	12	0.14%	0.22%	0.30%	Q4 2013	Q3 2016	12
Journey Advisory Group, LLC	12	12	0.05%	0.25%	0.48%	Q4 2020	Q3 2023	12
Center For Asset Management LLC	12	12	0.20%	0.29%	0.38%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.11%	0.17%	0.21%	Q4 2020	Q3 2023	12
Prime Capital Investment Advisors, LLC	6	6	0.00%	0.01%	0.03%	Q1 2019	Q3 2023	12
LCNB CORP	12	12	0.12%	0.13%	0.14%	Q4 2020	Q3 2023	12
Argent Advisors, Inc.	12	12	0.38%	0.53%	0.61%	Q4 2020	Q3 2023	12
Venture Visionary Partners LLC	12	12	0.04%	0.05%	0.07%	Q4 2020	Q3 2023	12
Guardian Wealth Advisors, LLC	12	12	0.29%	6.36%	7.86%	Q4 2020	Q3 2023	12
UBS ASSET MANAGEMENT AMERICAS INC	12	12	0.00%	0.00%	0.01%	Q4 2016	Q3 2019	12
Wealth Dimensions Group, Ltd.	12	12	0.65%	1.03%	1.61%	Q4 2020	Q3 2023	12
WADE G W & INC	12	12	0.24%	0.51%	0.64%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.68%	0.73%	0.86%	Q4 2020	Q3 2023	12
Falcon Wealth Planning	12	12	0.47%	0.64%	0.83%	Q4 2020	Q3 2023	12
SHEETS SMITH WEALTH MANAGEMENT	12	12	0.10%	0.10%	0.11%	Q1 2013	Q4 2015	12
Capital Asset Advisory Services LLC	12	12	0.01%	0.01%	0.03%	Q4 2019	Q3 2022	12
CREDIT AGRICOLE S A	4	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	11
Clearview Wealth Advisors LLC	11	11	0.05%	0.06%	0.08%	Q4 2020	Q2 2023	11
Texas Capital Bank Wealth Management Services Inc	11	11	2.18%	3.32%	4.46%	Q1 2021	Q3 2023	11
Royal Fund Management, LLC	6	1	0.00%	0.76%	1.90%	Q4 2016	Q3 2023	11
Grant/GrossMendelsohn, LLC	9	2	0.18%	0.74%	1.16%	Q4 2020	Q3 2023	11
Navalign, LLC	11	11	0.21%	0.41%	0.72%	Q1 2021	Q3 2023	11
EATON VANCE MANAGEMENT	11	11	0.00%	0.00%	0.00%	Q1 2020	Q3 2022	11
TEXAS CAPITAL BANCSHARES INC/TX	11	11	1.77%	2.99%	3.91%	Q1 2021	Q3 2023	11
FIRST FOUNDATION ADVISORS	10	1	0.01%	0.02%	0.02%	Q4 2017	Q3 2023	11
BANK OF NOVA SCOTIA	11	11	0.00%	0.01%	0.02%	Q1 2021	Q3 2023	11
WEDBUSH SECURITIES INC	11	11	0.03%	0.07%	0.13%	Q1 2021	Q3 2023	11
FIRST NATIONAL TRUST CO	4	1	0.01%	0.02%	0.02%	Q4 2017	Q3 2023	11
JMG Financial Group, Ltd.	11	11	0.01%	0.02%	0.05%	Q1 2021	Q3 2023	11
ROCKEFELLER FINANCIAL SERVICES INC	10	1	0.01%	0.03%	0.04%	Q1 2014	Q4 2017	11
NORTH AMERICAN MANAGEMENT CORP	11	11	0.04%	0.06%	0.16%	Q2 2013	Q4 2015	11
Vigilant Capital Management, LLC	9	2	0.00%	0.01%	0.02%	Q2 2016	Q3 2019	11
New England Investment & Retirement Group, Inc.	8	1	0.02%	1.15%	1.95%	Q1 2016	Q1 2020	11
Westside Investment Management, Inc.	6	1	0.00%	0.02%	0.05%	Q1 2017	Q3 2021	11
Kistler-Tiffany Companies, LLC	8	3	0.01%	0.01%	0.02%	Q2 2013	Q2 2023	11
Baystate Wealth Management LLC	8	1	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	11
Personal Capital Advisors Corp	10	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2022	11
Waldron Private Wealth LLC	9	2	0.07%	0.27%	1.16%	Q1 2019	Q3 2023	11
B. Riley Wealth Management, Inc.	4	1	0.00%	0.38%	2.61%	Q1 2014	Q1 2020	11
LBA Wealth Management, LLC	11	11	0.03%	0.06%	0.12%	Q3 2014	Q1 2017	11
SMITH SHELLNUT WILSON LLC /ADV	11	11	0.03%	0.34%	1.42%	Q1 2019	Q3 2021	11
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	5	1	0.05%	0.07%	0.08%	Q3 2016	Q4 2020	11
Brick & Kyle, Associates	10	1	0.01%	0.05%	0.30%	Q4 2014	Q3 2023	11
Cornerstone Wealth Management, LLC	11	11	0.07%	0.21%	0.40%	Q1 2017	Q3 2019	11
Cascade Investment Advisors, Inc.	11	11	0.05%	0.06%	0.06%	Q4 2018	Q2 2021	11
Ameritas Investment Company, LLC	11	11	0.04%	0.16%	0.61%	Q1 2019	Q3 2021	11
CPWM, LLC	9	1	0.02%	0.06%	0.09%	Q3 2014	Q3 2022	11
Marietta Wealth Management, LLC	11	11	0.32%	0.34%	0.37%	Q1 2021	Q3 2023	11
Wealth Advisors of Tampa Bay, LLC	11	11	0.11%	0.14%	0.15%	Q1 2021	Q3 2023	11
TRUEWEALTH LLC	11	11	0.08%	0.10%	0.11%	Q4 2017	Q2 2020	11
D.B. Root & Company, LLC	11	11	0.13%	0.27%	0.61%	Q1 2018	Q3 2020	11
Titus Wealth Management	6	2	0.10%	0.16%	0.25%	Q4 2017	Q2 2022	11
CAPE COD FIVE CENTS SAVINGS BANK	11	11	0.08%	0.26%	0.34%	Q4 2014	Q2 2017	11
Blue Chip Wealth Management, Inc.	11	11	0.83%	1.12%	1.22%	Q1 2018	Q3 2020	11
Newport Capital Group, LLC	9	2	0.52%	0.72%	0.81%	Q4 2020	Q3 2023	11
Pallas Capital Advisors LLC	11	11	0.04%	0.09%	0.17%	Q1 2021	Q3 2023	11
Koss-Olinger Consulting, LLC	11	11	0.30%	3.81%	6.22%	Q1 2021	Q3 2023	11
Paradigm, Strategies in Wealth Management, LLC	11	11	0.19%	0.27%	0.32%	Q1 2021	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.47%	0.60%	0.72%	Q4 2018	Q2 2021	11
WestHill Financial Advisors, Inc.	9	2	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	11
Spire Wealth Management	11	11	0.71%	0.84%	0.91%	Q1 2021	Q3 2023	11
MONECO Advisors, LLC	11	11	0.07%	0.09%	0.11%	Q1 2021	Q3 2023	11
MBA Advisors LLC	11	11	0.62%	1.02%	1.23%	Q1 2021	Q3 2023	11
Sierra Capital LLC	11	11	1.28%	1.91%	2.53%	Q1 2021	Q3 2023	11
Lumature Wealth Partners, LLC	11	11	0.02%	0.03%	0.05%	Q4 2020	Q2 2023	11
Granger Management LLC	11	11	0.03%	0.12%	0.23%	Q4 2020	Q2 2023	11
CORBETT ROAD CAPITAL MANAGEMENT, LLC	11	11	1.05%	2.19%	3.81%	Q4 2019	Q2 2022	11
Beacon Financial Advisory LLC	10	1	0.16%	0.42%	0.60%	Q4 2019	Q3 2022	11
GeoWealth Management, LLC	7	3	0.06%	0.14%	0.61%	Q2 2019	Q2 2022	10
Hefty Wealth Partners	10	10	0.04%	0.08%	0.14%	Q4 2015	Q1 2018	10
West Branch Capital LLC	10	10	0.09%	0.11%	0.12%	Q2 2021	Q3 2023	10
Capstone Triton Financial Group, LLC	6	4	0.13%	0.21%	0.53%	Q4 2020	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.02%	0.02%	0.03%	Q4 2020	Q1 2023	10
Investment Research & Advisory Group, Inc.	10	10	0.22%	0.27%	0.41%	Q2 2021	Q3 2023	10
Parsec Financial Management, Inc.	6	2	0.01%	0.01%	0.02%	Q4 2019	Q1 2023	10
Torch Wealth Management LLC	10	10	0.28%	0.29%	0.31%	Q3 2017	Q4 2019	10
Haverford Trust Co	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
Iron Horse Wealth Management, LLC	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Whitcomb & Hess, Inc.	10	10	0.19%	0.31%	0.44%	Q2 2021	Q3 2023	10
One Capital Management, LLC	8	1	0.01%	0.03%	0.04%	Q3 2014	Q3 2023	10
Tamar Securities, LLC	10	10	1.83%	2.86%	3.31%	Q2 2020	Q3 2022	10
Accel Wealth Management	10	10	0.02%	0.03%	0.05%	Q4 2020	Q1 2023	10
CITY NATIONAL BANK	10	10	0.05%	0.09%	0.15%	Q2 2013	Q3 2015	10
HM PAYSON & CO	5	2	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	10
LeJeune Puetz Investment Counsel LLC	10	10	0.06%	0.06%	0.06%	Q4 2020	Q1 2023	10
Bellwether Advisors, LLC	10	10	0.04%	0.13%	0.20%	Q4 2020	Q1 2023	10
Baldwin Investment Management, LLC	10	10	0.05%	0.05%	0.05%	Q4 2020	Q1 2023	10
FLOW TRADERS U.S. LLC	3	1	0.02%	0.20%	0.60%	Q3 2016	Q3 2023	10
Smart Portfolios, LLC	8	2	0.15%	0.20%	0.26%	Q1 2018	Q3 2020	10
WEALTHFRONT Corp	5	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2018	10
ACAS, LLC	6	4	4.25%	4.58%	5.15%	Q1 2021	Q3 2023	10
Wealth Advisory Solutions, LLC	6	4	0.00%	1.17%	2.22%	Q4 2020	Q2 2023	10
SteelPeak Wealth, LLC	10	10	0.02%	0.03%	0.04%	Q2 2021	Q3 2023	10
Almanack Investment Partners, LLC.	9	1	0.03%	0.07%	0.14%	Q2 2019	Q3 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	10
55I, LLC	10	10	0.05%	0.24%	0.58%	Q2 2020	Q3 2022	10
NOMURA ASSET MANAGEMENT CO LTD	7	1	0.00%	0.01%	0.07%	Q3 2018	Q3 2023	10
Venturi Wealth Management, LLC	8	2	0.02%	0.14%	0.39%	Q1 2017	Q3 2023	10
Edge Capital Group, LLC	6	4	0.02%	0.05%	0.17%	Q2 2019	Q4 2022	10
Global Trust Asset Management, LLC	10	10	0.19%	0.25%	0.32%	Q4 2017	Q1 2020	10
Ten Capital Wealth Advisors, LLC	10	10	0.00%	0.00%	0.02%	Q4 2020	Q1 2023	10
Vanguard Personalized Indexing Management, LLC	10	10	0.12%	0.32%	0.66%	Q3 2020	Q4 2022	10
GSB Wealth Management, LLC	8	2	0.20%	0.43%	0.56%	Q1 2021	Q3 2023	10
SCS Capital Management LLC	10	10	0.02%	0.09%	0.13%	Q2 2021	Q3 2023	10
CoreFirst Bank & Trust	10	10	0.04%	0.04%	0.04%	Q2 2021	Q3 2023	10
EVERMAY WEALTH MANAGEMENT LLC	10	10	0.01%	0.03%	0.04%	Q2 2021	Q3 2023	10
WNY Asset Management, LLC	10	10	0.10%	0.14%	0.17%	Q2 2021	Q3 2023	10
NatWest Group plc	10	10	0.01%	0.02%	0.03%	Q2 2013	Q3 2015	10
Mount Yale Investment Advisors, LLC	9	1	0.02%	0.09%	0.40%	Q4 2020	Q3 2023	10
All Season Financial Advisors, Inc.	10	10	2.39%	5.62%	8.82%	Q2 2021	Q3 2023	10
WOODMONT INVESTMENT COUNSEL LLC	6	4	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	10
Zurich Insurance Group Ltd/FI	10	10	0.03%	0.06%	0.10%	Q2 2021	Q3 2023	10
Ellevest, Inc.	10	10	0.02%	0.03%	0.03%	Q2 2021	Q3 2023	10
Cornell Pochily Investment Advisors, Inc.	10	10	0.09%	0.12%	0.14%	Q2 2021	Q3 2023	10
Affiance Financial, LLC	5	5	0.00%	0.08%	0.29%	Q4 2019	Q3 2023	10
Berman Capital Advisors, LLC	10	10	0.02%	0.03%	0.04%	Q2 2019	Q3 2021	10
TimeScale Financial, Inc.	7	1	0.00%	0.04%	0.33%	Q4 2018	Q2 2023	10
Aptus Capital Advisors, LLC	7	3	0.00%	0.00%	0.02%	Q3 2019	Q3 2023	10
IEQ CAPITAL, LLC	10	10	0.02%	0.12%	0.18%	Q2 2021	Q3 2023	10
WEBSTER BANK, N. A.	10	10	0.00%	0.02%	0.04%	Q2 2021	Q3 2023	10
JTC Employer Solutions Trustee Ltd	10	10	0.02%	0.02%	0.03%	Q2 2021	Q3 2023	10
Sowa Financial Group, Inc.	10	10	0.16%	0.21%	0.35%	Q4 2019	Q1 2022	10
MASSMUTUAL TRUST CO FSB/ADV	3	1	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	10
Syverson Strege & Co	10	10	0.01%	0.02%	0.03%	Q4 2020	Q1 2023	10
Strategic Equity Management	10	10	0.13%	0.32%	0.50%	Q2 2021	Q3 2023	10
Arcus Capital Partners, LLC	10	10	0.03%	0.14%	0.19%	Q4 2020	Q1 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.19%	0.64%	1.77%	Q1 2021	Q3 2023	10
First Citizens Financial Corp	7	1	0.16%	0.18%	0.19%	Q4 2020	Q3 2023	10
Golden State Equity Partners	6	3	0.23%	0.81%	1.37%	Q4 2020	Q3 2023	9
TCTC Holdings, LLC	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
TWO SIGMA ADVISERS, LP	5	1	0.00%	0.01%	0.02%	Q3 2015	Q4 2020	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.00%	0.01%	Q2 2013	Q2 2015	9
HRT FINANCIAL LP	5	1	0.01%	0.17%	1.12%	Q2 2015	Q1 2023	9
Delta Investment Management, LLC	7	2	0.94%	2.26%	4.43%	Q1 2021	Q3 2023	9
First Personal Financial Services	9	9	0.09%	0.36%	0.99%	Q1 2016	Q1 2018	9
BENJAMIN EDWARDS INC	6	3	0.00%	1.45%	4.68%	Q1 2019	Q2 2022	9
Leonetti & Associates, LLC	9	9	1.11%	1.34%	1.47%	Q4 2016	Q4 2018	9
Lion Street Advisors, LLC	9	9	0.06%	0.10%	0.13%	Q3 2021	Q3 2023	9
High Net Worth Advisory Group LLC	9	9	0.04%	0.12%	0.16%	Q4 2021	Q4 2023	9
Omnia Family Wealth, LLC	9	9	0.02%	0.02%	0.02%	Q1 2017	Q1 2019	9
UNITED BANK, INC.	9	9	0.74%	0.76%	0.78%	Q2 2013	Q2 2015	9
One Charles Private Wealth Services, LLC	9	9	0.19%	0.21%	0.23%	Q3 2021	Q3 2023	9
Pinnacle Summer Investments, Inc.	8	1	0.03%	0.04%	0.06%	Q2 2013	Q3 2015	9
Rosenberg Matthew Hamilton	9	9	0.02%	0.04%	0.04%	Q3 2021	Q3 2023	9
Aaron Wealth Advisors LLC	9	9	0.02%	0.08%	0.14%	Q3 2021	Q3 2023	9
Blossom Wealth Management	9	9	1.75%	2.15%	3.36%	Q1 2021	Q1 2023	9
AWM CAPITAL, LLC	9	9	0.23%	0.45%	0.73%	Q3 2021	Q3 2023	9
Barber Financial Group, Inc.	5	2	0.13%	2.98%	12.20%	Q1 2019	Q1 2023	9
Onyx Bridge Wealth Group LLC	9	9	0.07%	0.10%	0.12%	Q3 2021	Q3 2023	9
1900 WEALTH MANAGEMENT LLC	9	9	0.05%	0.08%	0.12%	Q3 2021	Q3 2023	9
Covenant Multifamily Offices, LLC	5	1	0.02%	0.07%	0.09%	Q1 2019	Q3 2021	9
FORT PITT CAPITAL GROUP, LLC	5	4	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	9
Pictet North America Advisors SA	9	9	0.04%	0.10%	0.12%	Q4 2015	Q4 2017	9
AlphaCore Capital LLC	9	9	0.02%	0.05%	0.12%	Q3 2021	Q3 2023	9
TIAA CREF TRUST CO FSB/MO	8	1	0.01%	0.01%	0.02%	Q4 2014	Q1 2017	9
CHURCHILL MANAGEMENT Corp	5	1	0.01%	0.15%	0.35%	Q2 2014	Q3 2023	9
Cable Hill Partners, LLC	9	9	0.01%	0.01%	0.01%	Q4 2014	Q4 2016	9
FLAGSTAR ADVISORS INC	9	9	0.56%	0.80%	0.99%	Q3 2021	Q3 2023	9
Aevitas Wealth Management, Inc.	6	3	0.01%	0.16%	0.56%	Q4 2017	Q3 2020	9
Trilogy Capital Inc.	8	1	0.08%	0.15%	0.30%	Q1 2021	Q3 2023	9
King Wealth Management Group	9	9	0.04%	0.14%	0.20%	Q3 2021	Q3 2023	9
Edge Wealth Management LLC	9	9	0.00%	0.00%	0.00%	Q4 2019	Q4 2021	9
SNS Financial Group, LLC	8	1	0.06%	0.25%	0.34%	Q2 2014	Q4 2016	9
LEO BROKERAGE, LLC	5	2	0.42%	0.73%	1.18%	Q3 2020	Q2 2023	9
TRANSCEND CAPITAL ADVISORS, LLC	9	9	0.02%	0.02%	0.03%	Q3 2021	Q3 2023	9
OptiFour Integrated Wealth Management, LLC	9	9	0.17%	0.19%	0.20%	Q4 2017	Q4 2019	9
Squar Milner Financial Services LLC	9	9	0.03%	0.16%	0.25%	Q2 2018	Q2 2020	9
Carnick & Kubik, LLC	8	1	0.95%	2.02%	2.79%	Q4 2013	Q1 2016	9
WESTWOOD HOLDINGS GROUP INC	9	9	0.01%	0.01%	0.01%	Q2 2017	Q2 2019	9
RONALD BLUE & CO LLC	8	1	0.02%	0.27%	0.42%	Q1 2015	Q2 2017	9
Executive Wealth Management, LLC	6	3	0.02%	0.04%	0.07%	Q4 2018	Q3 2023	9
EVERGREEN CAPITAL MANAGEMENT LLC	5	4	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	9
Laffer Tengler Investments, Inc.	5	4	0.15%	0.19%	0.27%	Q2 2020	Q3 2022	9
3D/L Capital Management, LLC	9	9	0.08%	0.12%	0.19%	Q1 2021	Q1 2023	9
HOWE & RUSLING INC	6	3	0.01%	0.02%	0.02%	Q1 2016	Q2 2020	9
ASHFORD CAPITAL MANAGEMENT INC	9	9	0.07%	0.43%	0.76%	Q2 2013	Q2 2015	9
Goodwin Investment Advisory	9	9	0.09%	0.20%	0.32%	Q3 2021	Q3 2023	9
FOUNDERS FINANCIAL SECURITIES LLC	5	1	0.04%	2.34%	7.29%	Q4 2015	Q3 2023	9
SevenBridge Financial Group, LLC	9	9	0.00%	0.01%	0.02%	Q2 2017	Q2 2019	9
Bromfield Sneider Wealth Advisors	9	9	0.37%	0.45%	0.54%	Q4 2021	Q4 2023	9
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	6	3	0.00%	0.03%	0.11%	Q1 2018	Q3 2021	9
Progressive Investment Management Corp	9	9	0.08%	0.09%	0.11%	Q3 2021	Q3 2023	9
CALTON & ASSOCIATES, INC.	4	1	0.07%	0.13%	0.25%	Q4 2017	Q4 2022	9
VISTA CAPITAL PARTNERS, INC.	7	2	0.03%	0.05%	0.07%	Q1 2017	Q3 2021	9
J. Goldman & Co LP	4	1	0.03%	0.33%	1.15%	Q1 2016	Q1 2023	9
Filbrandt Wealth Management, LLC	8	8	0.20%	0.23%	0.32%	Q4 2019	Q3 2021	8
ETFIDEA, LLC	8	8	0.16%	0.19%	0.28%	Q4 2021	Q3 2023	8
Scottrade Investment Management	8	8	20.26%	26.22%	31.86%	Q4 2015	Q3 2017	8
RELIANCE TRUST CO OF DELAWARE	8	8	0.04%	0.05%	0.05%	Q3 2016	Q2 2018	8
KESTRA PRIVATE WEALTH SERVICES, LLC	8	8	0.01%	0.05%	0.13%	Q4 2021	Q3 2023	8
Western Pacific Wealth Management, LP	8	8	0.04%	0.22%	0.35%	Q4 2021	Q3 2023	8
SVB Investment Services Inc.	5	1	0.03%	0.11%	0.15%	Q4 2019	Q1 2022	8
Alpha Omega Wealth Management LLC	8	8	0.02%	0.02%	0.02%	Q3 2017	Q2 2019	8
Sterling Investment Counsel, LLC	8	8	0.56%	0.92%	1.10%	Q4 2021	Q3 2023	8
PACK Private Wealth, LLC	8	8	0.68%	0.75%	0.81%	Q4 2021	Q3 2023	8
Trexquant Investment LP	3	1	0.01%	0.04%	0.12%	Q4 2019	Q3 2023	8
Addison Advisors LLC	8	8	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	8
MONEY CONCEPTS CAPITAL CORP	7	1	0.00%	0.10%	0.24%	Q1 2021	Q3 2023	8
CAMBRIDGE TRUST CO	8	8	0.00%	0.03%	0.07%	Q4 2021	Q3 2023	8
MKT Advisors LLC	8	8	0.50%	0.52%	0.53%	Q4 2021	Q3 2023	8
Mascoma Wealth Management LLC	7	1	0.02%	0.03%	0.03%	Q4 2016	Q3 2023	8
Virtu KCG Holdings LLC	4	1	0.00%	0.01%	0.02%	Q2 2014	Q2 2017	8
BRIGGS ADVISORY GROUP, INC.	8	8	0.41%	0.47%	0.52%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.12%	0.13%	0.15%	Q4 2021	Q3 2023	8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	8	8	0.42%	0.52%	0.55%	Q4 2021	Q3 2023	8
Avidian Wealth Solutions, LLC	3	2	0.02%	0.23%	0.59%	Q1 2021	Q3 2023	8
Security Financial Services, INC.	8	8	0.16%	0.48%	0.81%	Q4 2021	Q3 2023	8
CITY HOLDING CO	8	8	0.00%	0.03%	0.04%	Q4 2021	Q3 2023	8
Cypress Wealth Services, LLC	5	3	0.06%	0.10%	0.13%	Q4 2018	Q3 2022	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.00%	0.00%	0.00%	Q2 2013	Q1 2015	8
EWG Elevate Inc.	7	1	0.14%	1.09%	3.76%	Q4 2019	Q3 2023	8
CarsonAllaria Wealth Management, Ltd.	8	8	0.00%	0.09%	0.51%	Q4 2021	Q3 2023	8
Avondale Wealth Management	7	1	0.00%	0.15%	0.57%	Q4 2017	Q3 2023	8
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	8	8	0.00%	0.02%	0.03%	Q4 2021	Q3 2023	8
Wealth Management Solutions, LLC	8	8	0.12%	0.15%	0.18%	Q4 2021	Q3 2023	8
PARSONS CAPITAL MANAGEMENT INC/RI	7	1	0.01%	0.04%	0.06%	Q1 2015	Q3 2023	8
Planning Center, Inc.	8	8	0.24%	0.77%	2.90%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	0.29%	0.36%	0.45%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	1.70%	2.14%	2.44%	Q4 2021	Q3 2023	8
BRASADA CAPITAL MANAGEMENT, LP	8	8	0.25%	0.52%	0.77%	Q1 2018	Q4 2019	8
American Trust	8	8	0.02%	0.06%	0.08%	Q4 2021	Q3 2023	8
Investors Capital Advisory Services	8	8	0.04%	0.05%	0.06%	Q4 2013	Q3 2015	8
ROCKY MOUNTAIN ADVISERS, LLC	5	3	0.00%	0.01%	0.02%	Q3 2017	Q4 2020	8
BRADLEY FOSTER & SARGENT INC/CT	8	8	0.07%	0.15%	0.18%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	0.66%	0.74%	0.79%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.03%	0.06%	0.21%	Q2 2013	Q1 2015	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.16%	0.20%	0.22%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.22%	0.24%	0.26%	Q4 2021	Q3 2023	8
Bank of Kentucky, Inc.	8	8	0.06%	0.08%	0.11%	Q2 2013	Q1 2015	8
Newbridge Financial Services Group, Inc.	5	3	0.01%	0.02%	0.04%	Q3 2020	Q3 2023	8
PATHSTONE FAMILY OFFICE, LLC	3	1	0.00%	0.02%	0.14%	Q1 2019	Q3 2023	8
Silicon Valley Capital Partners	3	2	0.07%	3.32%	11.55%	Q4 2016	Q3 2023	8
IMA Wealth, Inc.	8	8	0.00%	0.01%	0.01%	Q2 2018	Q1 2020	8
Activest Wealth Management	6	1	0.01%	0.02%	0.04%	Q1 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.04%	0.05%	0.06%	Q2 2013	Q1 2015	8
CENTRAL BANK & TRUST CO	7	1	0.00%	0.01%	0.01%	Q2 2015	Q1 2018	8
Wick Capital Partners, LLC	8	8	0.27%	1.12%	3.02%	Q4 2021	Q3 2023	8
SALEM INVESTMENT COUNSELORS INC	8	8	0.03%	0.06%	0.08%	Q4 2021	Q3 2023	8
Trail Ridge Investment Advisors, LLC	8	8	1.18%	2.01%	2.54%	Q4 2021	Q3 2023	8
Benchmark Investment Advisors LLC	8	8	1.74%	2.36%	3.25%	Q4 2021	Q3 2023	8
ShoreHaven Wealth Partners, LLC	6	2	0.14%	0.26%	0.61%	Q4 2020	Q3 2023	8
Henrickson Nauta Wealth Advisors, Inc.	8	8	0.19%	0.23%	0.26%	Q4 2021	Q3 2023	8
Kavar Capital Partners, LLC	3	1	0.02%	0.02%	0.02%	Q4 2013	Q2 2019	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.91%	1.31%	1.69%	Q4 2018	Q3 2020	8
Insight Wealth Strategies, LLC	8	8	0.03%	0.11%	0.19%	Q4 2019	Q3 2021	8
ERTS Wealth Advisors, LLC	6	2	0.01%	0.43%	0.65%	Q4 2018	Q3 2023	8
Horizon Investment Services, LLC	8	8	0.18%	0.29%	0.42%	Q1 2014	Q4 2015	8
C2C Wealth Management, LLC	8	8	0.08%	0.08%	0.09%	Q4 2021	Q3 2023	8
COTTONWOOD CAPITAL ADVISORS, LLC	8	8	0.24%	0.26%	0.28%	Q4 2021	Q3 2023	8
Heritage Financial Services, LLC	8	8	0.09%	0.20%	0.37%	Q4 2021	Q3 2023	8
Cedar Brook Financial Partners, LLC	4	1	0.06%	0.14%	0.17%	Q4 2018	Q3 2023	8
LTG Capital LLC	8	8	1.15%	1.26%	1.30%	Q4 2021	Q3 2023	8
APPROPRIATE BALANCE FINANCIAL SERVICES INC.	8	8	5.74%	7.34%	9.62%	Q4 2015	Q3 2017	8
Barnett & Company, Inc.	8	8	0.03%	0.03%	0.04%	Q2 2017	Q1 2019	8
Dorsey Wright & Associates	4	1	0.39%	1.47%	4.45%	Q2 2013	Q3 2023	8
HARVEST GROUP WEALTH MANAGEMENT, LLC	5	3	0.00%	0.97%	2.61%	Q3 2019	Q1 2023	8
Clientfirst Wealth Management, LLC	8	8	0.57%	0.74%	0.85%	Q4 2021	Q3 2023	8
Diversified Trust Co	8	8	0.01%	0.01%	0.02%	Q1 2022	Q4 2023	8
CAPSTONE INVESTMENT ADVISORS, LLC	5	3	0.00%	0.01%	0.05%	Q3 2021	Q3 2023	8
Hardy Reed LLC	6	2	0.15%	0.16%	0.17%	Q3 2020	Q1 2023	8
Vestmark Advisory Solutions, Inc.	7	1	0.01%	0.02%	0.03%	Q3 2019	Q2 2022	8
Sage Investment Advisers LLC	8	8	1.47%	2.12%	2.50%	Q4 2021	Q3 2023	8
Cardinal Capital Management, Inc.	8	8	0.00%	0.01%	0.02%	Q3 2019	Q2 2021	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	1.95%	2.26%	2.59%	Q4 2021	Q3 2023	8
Neuberger Berman Group LLC	6	2	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.06%	0.07%	0.08%	Q4 2021	Q3 2023	8
Perennial Investment Advisors, LLC	8	8	0.09%	0.13%	0.20%	Q4 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.07%	0.10%	0.18%	Q4 2021	Q3 2023	8
Ironsides Asset Advisors, LLC	8	8	0.08%	0.09%	0.11%	Q2 2014	Q1 2016	8
GREENUP STREET WEALTH MANAGEMENT LLC	8	8	0.87%	4.55%	6.30%	Q4 2021	Q3 2023	8
Intelligence Driven Advisers, LLC	8	8	0.24%	0.50%	0.66%	Q4 2020	Q3 2022	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.02%	0.03%	0.04%	Q2 2019	Q2 2023	8
Insight Inv LLC	8	8	0.05%	0.06%	0.06%	Q4 2021	Q3 2023	8
Ahrens Investment Partners LLC	8	8	0.08%	0.11%	0.12%	Q2 2021	Q1 2023	8
Mechanics Financial Corp	8	8	0.07%	0.08%	0.08%	Q4 2021	Q3 2023	8
SOUTHERN CAPITAL ADVISORS, LLC	8	8	0.89%	1.24%	1.54%	Q4 2021	Q3 2023	8
GDS Wealth Management	8	8	0.05%	0.07%	0.11%	Q4 2021	Q3 2023	8
Caprock Group, LLC	5	1	0.02%	0.03%	0.05%	Q3 2019	Q2 2023	8
Stokes Family Office, LLC	7	1	0.03%	0.12%	0.19%	Q1 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.00%	0.01%	0.03%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	2.58%	2.75%	3.17%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Financial Enhancement Group LLC	7	1	0.41%	1.25%	1.80%	Q2 2020	Q3 2023	8
Charles Schwab Trust Co	6	2	0.08%	0.09%	0.12%	Q3 2019	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.08%	0.15%	0.20%	Q4 2021	Q3 2023	8
Warwick Investment Management, Inc.	8	8	2.89%	6.77%	11.29%	Q4 2021	Q3 2023	8
CAPITAL ONE FINANCIAL CORP	8	8	0.05%	0.07%	0.10%	Q1 2020	Q4 2021	8
Heritage Trust Co	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
GAMCO INVESTORS, INC. ET AL	8	8	0.01%	0.02%	0.02%	Q2 2019	Q1 2021	8
TD Waterhouse Canada Inc.	8	8	0.28%	0.32%	0.36%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.01%	0.04%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.89%	0.97%	1.04%	Q4 2021	Q3 2023	8
Firestone Capital Management	8	8	0.02%	0.02%	0.02%	Q4 2019	Q3 2021	8
RTD Financial Advisors, Inc.	8	8	1.75%	1.97%	2.14%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.03%	0.05%	0.08%	Q4 2021	Q3 2023	8
American Financial Network Advisory Services LLC	8	8	0.25%	0.30%	0.44%	Q3 2017	Q2 2019	8
City State Bank	8	8	0.06%	0.06%	0.06%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.03%	0.05%	0.06%	Q4 2021	Q3 2023	8
REGATTA CAPITAL GROUP, LLC	8	8	0.11%	0.13%	0.14%	Q4 2021	Q3 2023	8
Investors Research Corp	8	8	0.00%	0.00%	0.00%	Q1 2019	Q4 2020	8
V Wealth Advisors LLC	4	1	0.02%	0.18%	0.34%	Q1 2016	Q4 2022	7
Atria Wealth Solutions, Inc.	7	7	0.15%	0.19%	0.28%	Q1 2022	Q3 2023	7
Turim 21 Investimentos Ltda.	7	7	0.15%	0.22%	0.34%	Q1 2022	Q3 2023	7
Raleigh Capital Management Inc.	7	7	0.06%	0.06%	0.08%	Q1 2022	Q3 2023	7
BKS ADVISORS, LLC	7	7	1.83%	1.90%	1.99%	Q1 2015	Q3 2016	7
PARTNERS CAPITAL INVESTMENT GROUP, LLP	7	7	0.09%	0.10%	0.14%	Q1 2022	Q3 2023	7
KRS Capital Management, LLC	4	3	0.20%	0.25%	0.30%	Q4 2021	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	0.22%	0.32%	0.44%	Q4 2021	Q3 2023	7
RFG Advisory, LLC	4	3	0.07%	0.14%	0.31%	Q2 2018	Q3 2023	7
Bison Wealth, LLC	7	7	0.00%	0.00%	0.00%	Q4 2019	Q2 2021	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.01%	0.03%	0.07%	Q4 2021	Q2 2023	7
FormulaFolio Investments, LLC	4	3	0.01%	0.09%	0.31%	Q3 2019	Q2 2021	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%	0.05%	0.08%	Q3 2017	Q1 2019	7
Stone Point Wealth LLC	7	7	0.17%	0.19%	0.22%	Q1 2022	Q3 2023	7
Field & Main Bank	6	1	0.00%	0.01%	0.04%	Q1 2018	Q3 2023	7
OLIVER LAGORE VANVALIN INVESTMENT GROUP	7	7	0.00%	0.19%	0.83%	Q1 2022	Q3 2023	7
EverSource Wealth Advisors, LLC	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.16%	0.17%	0.20%	Q1 2022	Q3 2023	7
BEACON FINANCIAL GROUP	7	7	0.68%	0.74%	0.78%	Q1 2022	Q3 2023	7
TELEMUS CAPITAL, LLC	6	1	0.00%	0.11%	0.16%	Q4 2017	Q2 2021	7
Tillar-Wenstrup Advisors, LLC	7	7	2.98%	3.50%	4.23%	Q1 2016	Q3 2017	7
Capital Bank & Trust Co	5	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2020	7
Capital Investment Advisors, LLC	5	2	0.01%	0.01%	0.01%	Q1 2022	Q4 2023	7
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	7	7	2.70%	5.32%	8.70%	Q1 2017	Q3 2018	7
Strategic Wealth Partners, Ltd.	7	7	0.00%	0.01%	0.02%	Q4 2017	Q2 2019	7
Legacy Advisors, LLC	7	7	0.15%	0.17%	0.19%	Q1 2022	Q3 2023	7
LAKE STREET ADVISORS GROUP, LLC	7	7	0.03%	0.03%	0.04%	Q4 2019	Q2 2021	7
One Wealth Advisors, LLC	7	7	0.05%	0.16%	0.28%	Q1 2022	Q3 2023	7
Qube Research & Technologies Ltd	5	1	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	7
Redhawk Wealth Advisors, Inc.	7	7	0.08%	0.10%	0.21%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.04%	0.04%	0.05%	Q1 2022	Q3 2023	7
Requisite Capital Management, LLC	7	7	3.22%	4.72%	5.74%	Q4 2018	Q2 2020	7
FIRST NATIONAL CORP /MA/ /ADV	5	2	0.03%	0.05%	0.06%	Q4 2018	Q4 2021	7
Sequent Asset Management, LLC	7	7	0.66%	0.93%	1.33%	Q1 2022	Q3 2023	7
Pinnacle Advisory Group, Inc.	4	1	0.02%	0.04%	0.09%	Q4 2017	Q1 2021	7
COUNTRY CLUB BANK /GFN	7	7	0.06%	0.10%	0.20%	Q1 2022	Q3 2023	7
Johnson Midwest Financial, LLC	3	2	0.01%	11.57%	22.86%	Q2 2021	Q3 2023	7
CAPSTONE ASSET MANAGEMENT CO	7	7	0.04%	0.06%	0.08%	Q2 2013	Q4 2014	7
Versant Capital Management, Inc	7	7	0.01%	0.01%	0.01%	Q2 2022	Q4 2023	7
RiverFront Investment Group, LLC	7	7	0.27%	0.33%	0.38%	Q4 2020	Q2 2022	7
Cobble Hill Financial Services, INC	7	7	1.05%	1.20%	1.34%	Q1 2013	Q3 2014	7
Fisher Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2023	7
Braun-Bostich & Associates Inc.	7	7	0.03%	0.18%	0.29%	Q4 2017	Q2 2019	7
Bank of New Hampshire	7	7	0.01%	0.17%	0.27%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.04%	0.28%	0.56%	Q1 2022	Q3 2023	7
Brand Asset Management Group, Inc.	7	7	0.10%	0.11%	0.11%	Q1 2020	Q3 2021	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.05%	0.07%	0.12%	Q1 2021	Q4 2022	7
MANCHESTER FINANCIAL INC	6	1	0.05%	0.07%	0.09%	Q2 2019	Q1 2021	7
Connectus Wealth, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Rollins Financial	4	3	0.09%	0.12%	0.15%	Q4 2020	Q3 2022	7
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	3	2	0.00%	0.01%	0.03%	Q3 2014	Q4 2019	7
FOUNDERS BANK & TRUST	7	7	0.03%	0.05%	0.06%	Q2 2013	Q4 2014	7
Hartford Financial Management Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
BBR PARTNERS, LLC	4	1	0.07%	0.16%	0.26%	Q4 2016	Q3 2023	7
Texas Yale Capital Corp.	7	7	0.01%	0.01%	0.01%	Q3 2021	Q1 2023	7
Placemark Investments, Inc.	7	7	0.01%	0.03%	0.10%	Q2 2013	Q4 2014	7
BARINGS LLC	7	7	0.34%	0.84%	1.73%	Q4 2020	Q2 2022	7
Artemis Wealth Advisors, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
DUMONT & BLAKE INVESTMENT ADVISORS LLC	7	7	0.43%	0.49%	0.53%	Q1 2022	Q3 2023	7
NATIXIS	3	1	0.01%	0.03%	0.06%	Q3 2016	Q1 2019	7
Geneva Advisors, LLC	7	7	0.01%	0.02%	0.05%	Q4 2015	Q2 2017	7
Hilltop Holdings Inc.	7	7	0.14%	0.22%	0.35%	Q1 2022	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.22%	0.27%	0.35%	Q2 2013	Q4 2014	7
RELIANCE TRUST CO	7	7	0.14%	0.24%	0.29%	Q2 2013	Q4 2014	7
Prestige Wealth Management Group LLC	7	7	0.00%	0.01%	0.01%	Q4 2018	Q2 2020	7
HOLLENCREST CAPITAL MANAGEMENT	4	1	0.01%	0.03%	0.08%	Q4 2013	Q3 2023	7
PRINCIPAL FINANCIAL GROUP INC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
RHUMBLINE ADVISERS	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
SENTINEL TRUST CO LBA	3	1	0.03%	0.20%	0.50%	Q2 2013	Q4 2022	7
Clear Creek Financial Management, LLC	6	1	0.07%	1.23%	2.74%	Q3 2020	Q3 2023	7
Ranch Capital Advisors Inc.	7	7	0.01%	0.01%	0.01%	Q1 2020	Q3 2021	7
Rockbridge Investment Management, LCC	7	7	0.00%	0.01%	0.01%	Q2 2020	Q4 2021	7
Concord Wealth Partners	4	3	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
XML Financial, LLC	3	1	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	7
Source Financial Advisors LLC	7	7	0.18%	0.21%	0.26%	Q4 2020	Q2 2022	7
Beacon Capital Management, LLC	7	7	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	7
Nvest Financial, LLC	7	7	4.39%	5.69%	6.71%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.14%	0.16%	0.19%	Q4 2021	Q3 2023	7
Cardan Capital Partners, LLC	7	7	1.10%	1.19%	1.24%	Q2 2016	Q4 2017	7
PURSUE WEALTH PARTNERS LLC	6	6	0.24%	0.35%	0.45%	Q4 2021	Q1 2023	6
UBS AG	6	6	0.11%	0.12%	0.12%	Q2 2013	Q3 2014	6
PRIO WEALTH LIMITED PARTNERSHIP	6	6	0.02%	0.05%	0.07%	Q2 2022	Q3 2023	6
Axiom Investment Management LLC	5	1	0.01%	0.04%	0.10%	Q1 2019	Q4 2022	6
Karn, Couzens & Associates, Inc.	6	6	0.30%	0.35%	0.39%	Q4 2020	Q1 2022	6
Freedman Financial Associates, Inc.	6	6	0.59%	0.64%	0.74%	Q4 2020	Q1 2022	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.22%	0.28%	0.47%	Q2 2022	Q3 2023	6
Marcum Wealth, LLC	6	6	0.04%	0.05%	0.06%	Q1 2021	Q2 2022	6
KMS FINANCIAL SERVICES, INC	6	6	0.18%	0.23%	0.32%	Q2 2013	Q3 2014	6
Faithward Advisors, LLC	6	6	0.00%	0.03%	0.06%	Q1 2022	Q2 2023	6
Edge Advisors, LLC	3	3	0.00%	0.01%	0.02%	Q4 2016	Q2 2018	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.06%	0.07%	0.08%	Q4 2015	Q1 2017	6
Frank, Rimerman Advisors LLC	6	6	2.36%	8.77%	12.20%	Q2 2022	Q3 2023	6
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	6	6	0.82%	2.29%	3.14%	Q2 2022	Q3 2023	6
Thrive Wealth Management, LLC	4	2	0.19%	0.27%	0.39%	Q1 2022	Q3 2023	6
HELLMAN JORDAN MANAGEMENT CO INC /MA/	5	1	0.58%	1.97%	4.58%	Q4 2016	Q3 2018	6
TCF National Bank	4	2	0.02%	0.03%	0.03%	Q3 2019	Q1 2021	6
PRIVATE TRUST CO NA	6	6	0.06%	0.07%	0.09%	Q2 2022	Q3 2023	6
Ironwood Investment Counsel, LLC	3	3	0.05%	0.20%	0.92%	Q3 2021	Q3 2023	6
Intersect Capital LLC	6	6	0.05%	0.06%	0.11%	Q1 2021	Q2 2022	6
Quantitative Advantage, LLC	3	1	13.89%	14.64%	15.53%	Q2 2013	Q1 2017	6
New Millennium Group LLC	6	6	0.01%	0.07%	0.12%	Q2 2022	Q3 2023	6
Madden Advisory Services, Inc.	3	1	0.01%	0.01%	0.02%	Q2 2014	Q1 2017	6
CASTLE WEALTH MANAGEMENT LLC	6	6	1.02%	1.28%	1.55%	Q2 2022	Q3 2023	6
American Research & Management Co.	6	6	0.02%	0.04%	0.05%	Q4 2015	Q1 2017	6
STUDIO INVESTMENT MANAGEMENT LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Merit Financial Group, LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
BREWIN DOLPHIN LTD	6	6	0.00%	0.00%	0.00%	Q4 2018	Q1 2020	6
SILVERHAWK ASSET MANAGEMENT, LLC	6	6	0.27%	0.31%	0.36%	Q4 2021	Q1 2023	6
Coston, McIsaac & Partners	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Calamos Advisors LLC	6	6	0.00%	0.00%	0.00%	Q4 2018	Q1 2020	6
Stonegate Investment Group, LLC	6	6	0.02%	0.07%	0.13%	Q2 2022	Q3 2023	6
Atlas Private Wealth Advisors	6	6	0.00%	0.06%	0.10%	Q2 2020	Q3 2021	6
FSM Wealth Advisors, LLC	6	6	0.35%	0.40%	0.47%	Q2 2022	Q3 2023	6
Sutton Wealth Advisors Inc.	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
Bank Julius Baer & Co. Ltd, Zurich	3	1	0.00%	0.04%	0.08%	Q4 2020	Q1 2023	6
Legacy Financial Advisors, Inc.	6	6	0.01%	0.03%	0.08%	Q4 2017	Q1 2019	6
USA FINANCIAL FORMULAS	3	3	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	6
SouthState Corp	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2023	6
Azimuth Capital Investment Management LLC	6	6	0.04%	0.05%	0.06%	Q2 2022	Q3 2023	6
Glovista Investments LLC	2	1	0.07%	1.85%	3.62%	Q3 2017	Q4 2022	6
Providence Capital Advisors, LLC	5	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2021	6
NewSquare Capital LLC	5	1	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	6
Forum Private Client Group LLC	6	6	0.52%	0.59%	0.65%	Q1 2022	Q2 2023	6
Planned Solutions, Inc.	4	1	0.12%	0.33%	0.40%	Q3 2020	Q2 2023	6
Bard Financial Services, Inc.	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.07%	0.16%	0.19%	Q4 2020	Q1 2022	6
OLD MISSION CAPITAL LLC	3	1	0.02%	0.19%	0.62%	Q4 2018	Q4 2021	6
Continuum Advisory, LLC	4	2	0.09%	0.12%	0.16%	Q2 2018	Q3 2023	6
Joseph P. Lucia & Associates, LLC	4	2	0.01%	0.02%	0.04%	Q4 2020	Q2 2022	6
Pinkerton Retirement Specialists, LLC	4	2	1.14%	3.71%	6.37%	Q1 2022	Q3 2023	6
O'Dell Group, LLC	5	1	0.00%	0.01%	0.04%	Q3 2021	Q2 2023	6
Townsend & Associates, Inc	4	2	0.03%	3.02%	17.76%	Q4 2017	Q3 2019	6
NorthCoast Asset Management LLC	6	6	0.01%	0.02%	0.03%	Q2 2020	Q3 2021	6
Francis Financial, Inc.	6	6	0.17%	0.28%	0.36%	Q2 2022	Q3 2023	6
Stone Asset Management Inc.	6	6	4.54%	5.90%	7.28%	Q4 2021	Q1 2023	6
Chevy Chase Trust Holdings, LLC	5	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	6
Altium Wealth Management LLC	4	2	0.04%	0.12%	0.20%	Q4 2017	Q2 2022	6
17 CAPITAL PARTNERS, LLC	6	6	0.28%	0.37%	0.50%	Q2 2021	Q3 2022	6
YHB Investment Advisors, Inc.	6	6	0.42%	0.54%	0.61%	Q2 2022	Q3 2023	6
Spring Creek Investment Management, LLC	6	6	2.99%	5.43%	6.73%	Q4 2018	Q1 2020	6
HoyleCohen, LLC	6	6	0.05%	0.06%	0.06%	Q2 2022	Q3 2023	6
Oxinas Partners Wealth Management LLC	3	3	0.67%	0.72%	0.74%	Q1 2022	Q3 2023	6
ProVise Management Group, LLC	2	1	0.03%	0.09%	0.14%	Q2 2013	Q3 2023	6
Integer Wealth Advisors Group LLC	6	6	1.07%	1.87%	4.52%	Q4 2019	Q1 2021	6
Navis Wealth Advisors, LLC	6	6	0.24%	0.57%	1.90%	Q2 2022	Q3 2023	6
Westshore Wealth, LLC	6	6	0.14%	0.15%	0.18%	Q1 2022	Q2 2023	6
Cutter & CO Brokerage, Inc.	3	1	0.09%	0.12%	0.17%	Q2 2014	Q1 2017	6
Anson Capital, Inc.	6	6	5.67%	6.30%	7.33%	Q4 2021	Q1 2023	6
Laidlaw Wealth Management LLC	6	6	0.03%	0.06%	0.08%	Q1 2022	Q2 2023	6
NOVARE CAPITAL MANAGEMENT LLC	6	6	0.06%	0.06%	0.07%	Q3 2021	Q4 2022	6
Blue Trust, Inc.	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
Advisors Capital Management, LLC	5	1	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	6
TOWNSQUARE CAPITAL LLC	3	3	0.01%	0.02%	0.05%	Q3 2021	Q3 2023	6
Independent Wealth Network Inc.	4	2	0.31%	0.44%	0.79%	Q3 2021	Q3 2023	6
AXXCESS WEALTH MANAGEMENT, LLC	6	6	0.04%	0.11%	0.14%	Q2 2022	Q3 2023	6
Aureus Asset Management, LLC	6	6	0.03%	0.04%	0.05%	Q3 2016	Q4 2017	6
Truadvice, LLC	3	2	0.19%	2.21%	8.14%	Q1 2022	Q3 2023	5
TUCKER ASSET MANAGEMENT LLC	4	1	0.00%	0.01%	0.04%	Q4 2020	Q3 2022	5
Portfolio Strategies, Inc.	4	1	0.00%	1.87%	4.76%	Q4 2017	Q4 2019	5
First Allied Asset Management, Inc.	4	1	0.03%	0.24%	0.36%	Q2 2013	Q3 2014	5
YOUSIF CAPITAL MANAGEMENT, LLC	3	1	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	5
ENZI WEALTH	5	5	0.18%	0.19%	0.21%	Q3 2022	Q3 2023	5
Wilmington Trust Investment Management, LLC	5	5	0.77%	1.17%	1.46%	Q2 2013	Q2 2014	5
Avitas Wealth Management LLC	5	5	2.76%	3.38%	4.36%	Q3 2022	Q3 2023	5
Corundum Group, Inc.	5	5	0.46%	0.50%	0.52%	Q3 2022	Q3 2023	5
Eukles Asset Management	3	2	0.00%	0.02%	0.03%	Q2 2019	Q3 2023	5
Strategic Asset Management, LLC	5	5	0.04%	0.04%	0.04%	Q3 2021	Q3 2022	5
Kore Private Wealth LLC	3	2	0.00%	0.02%	0.03%	Q4 2018	Q2 2020	5
Boston Partners	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	5
PBMares Wealth Management LLC	4	1	0.09%	0.14%	0.34%	Q4 2019	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	0.13%	0.21%	0.27%	Q3 2022	Q3 2023	5
Crescent Capital Consulting, LLC	5	5	1.48%	1.57%	1.70%	Q4 2020	Q4 2021	5
B, B, H, & B INC.	3	2	0.05%	1.01%	4.20%	Q4 2020	Q1 2022	5
Drexel Morgan & Co.	5	5	0.24%	0.31%	0.49%	Q1 2015	Q1 2016	5
All Terrain Financial Advisors, LLC	5	5	0.10%	0.16%	0.23%	Q4 2017	Q4 2018	5
Farmers National Bank	3	2	0.02%	0.03%	0.03%	Q4 2017	Q2 2019	5
CRA Financial Services, LLC	4	1	0.11%	0.14%	0.16%	Q4 2019	Q3 2023	5
Clark Capital Management Group, Inc.	4	1	0.00%	0.46%	1.42%	Q1 2016	Q3 2023	5
Mosaic Financial Partners, Inc.	5	5	0.16%	0.16%	0.17%	Q2 2013	Q2 2014	5
AlphaMark Advisors, LLC	3	2	0.01%	0.01%	0.02%	Q2 2013	Q4 2016	5
Vahanian & Associates Financial Planning Inc.	3	2	0.79%	0.96%	1.34%	Q4 2021	Q1 2023	5
Barrett Asset Management, LLC	5	5	0.00%	0.00%	0.00%	Q2 2016	Q2 2017	5
Colony Family Offices, LLC	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Hoover Financial Advisors, Inc.	5	5	0.04%	0.04%	0.05%	Q2 2020	Q2 2021	5
PRUDENTIAL PLC	3	2	0.01%	0.02%	0.07%	Q3 2016	Q3 2022	5
MARSHALL WACE, LLP	3	1	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	5
Vista Private Wealth Partners. LLC	4	1	0.01%	0.08%	0.10%	Q3 2019	Q3 2023	5
CoreCap Advisors, LLC	5	5	0.03%	0.08%	0.14%	Q4 2021	Q4 2022	5
FIDUCIENT ADVISORS LLC	4	1	0.01%	0.15%	0.24%	Q1 2018	Q3 2023	5
PHH Investments, Ltd.	5	5	7.03%	7.23%	7.42%	Q4 2018	Q4 2019	5
Cadence Bank	5	5	0.03%	0.19%	0.28%	Q3 2022	Q3 2023	5
Greenspring Advisors, LLC	4	1	0.04%	0.07%	0.10%	Q4 2021	Q1 2023	5
M&R CAPITAL MANAGEMENT INC	5	5	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	5
Highview Capital Management LLC/DE/	5	5	0.16%	0.40%	0.49%	Q3 2022	Q3 2023	5
True Link Financial Advisors, LLC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
PERRITT CAPITAL MANAGEMENT INC	5	5	0.26%	0.29%	0.34%	Q1 2015	Q1 2016	5
WILMINGTON TRUST CO	5	5	1.65%	1.99%	2.45%	Q2 2013	Q2 2014	5
Wilmington Trust, National Association	5	5	1.28%	1.52%	1.74%	Q2 2013	Q2 2014	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.02%	0.35%	0.93%	Q4 2016	Q4 2017	5
Gray Wealth Management Inc.	5	5	0.16%	0.16%	0.17%	Q3 2022	Q3 2023	5
Portfolio Solutions, LLC	5	5	0.00%	0.00%	0.01%	Q1 2017	Q1 2018	5
TEXAS PERMANENT SCHOOL FUND CORP	5	5	0.01%	0.04%	0.05%	Q1 2022	Q1 2023	5
AXIS CAPITAL HOLDINGS LTD	5	5	11.85%	16.38%	18.06%	Q2 2013	Q2 2014	5
Cassady Schiller Wealth Management, LLC	4	1	0.04%	0.15%	0.19%	Q4 2021	Q3 2023	5
CONNABLE OFFICE INC	5	5	2.61%	3.65%	5.33%	Q1 2018	Q1 2019	5
Gunma Bank,Ltd.	4	1	0.80%	1.98%	2.88%	Q1 2021	Q1 2023	5
Shamrock Asset Management LLC	5	5	0.02%	0.15%	0.34%	Q3 2015	Q3 2016	5
AGF INVESTMENTS INC.	5	5	0.05%	0.06%	0.06%	Q1 2018	Q1 2019	5
Golden State Wealth Management, LLC	5	5	0.03%	0.05%	0.12%	Q1 2019	Q1 2020	5
Mariner Wealth Advisors-Cincinnati, LLC	5	5	0.01%	0.01%	0.02%	Q3 2017	Q3 2018	5
Intellectus Partners, LLC	5	5	0.06%	0.16%	0.21%	Q4 2020	Q4 2021	5
ROTHSCHILD INVESTMENT LLC /IL	5	5	0.09%	0.09%	0.09%	Q3 2022	Q3 2023	5
Redwood Investment Management, LLC	4	1	0.02%	0.46%	0.73%	Q1 2018	Q3 2023	5
ARCH CAPITAL GROUP LTD.	5	5	1.48%	3.04%	3.85%	Q4 2020	Q4 2021	5
IFG Advisors, LLC	5	5	0.11%	0.13%	0.15%	Q3 2022	Q3 2023	5
FIRST FINANCIAL CORP /IN/	3	2	0.00%	0.03%	0.04%	Q2 2015	Q4 2020	5
SMITHBRIDGE ASSET MANAGEMENT INC/DE	5	5	0.28%	0.31%	0.41%	Q3 2022	Q3 2023	5
FIRST HORIZON CORP	4	1	0.02%	0.12%	0.17%	Q2 2013	Q2 2021	5
UNIONVIEW, LLC	5	5	0.23%	0.23%	0.24%	Q3 2022	Q3 2023	5
Permanens Capital L.P.	5	5	0.01%	0.01%	0.01%	Q1 2019	Q1 2020	5
Savior LLC	5	5	0.02%	0.03%	0.03%	Q2 2020	Q2 2021	5
SMI Advisory Services, LLC	5	5	4.23%	5.43%	7.73%	Q1 2022	Q1 2023	5
OmniStar Financial Group, Inc.	4	1	0.03%	0.18%	0.30%	Q4 2017	Q1 2020	5
Burt Wealth Advisors	5	5	0.04%	0.05%	0.06%	Q3 2017	Q3 2018	5
IBERIABANK CORP	5	5	0.04%	0.13%	0.18%	Q2 2019	Q2 2020	5
GREAT LAKES ADVISORS, LLC	2	1	0.01%	0.02%	0.04%	Q2 2013	Q4 2018	5
Zullo Investment Group, Inc.	5	5	0.08%	0.08%	0.09%	Q4 2021	Q4 2022	5
Elite Wealth Management, Inc.	5	5	0.05%	0.06%	0.07%	Q3 2013	Q3 2014	5
CBIZ Investment Advisory Services, LLC	5	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	5
Ameliora Wealth Management Ltd.	5	5	0.04%	0.04%	0.05%	Q3 2022	Q3 2023	5
NorthLanding Financial Partners, LLC	5	5	1.80%	1.89%	2.01%	Q3 2022	Q3 2023	5
SBK Financial, Inc.	5	5	0.64%	0.91%	1.18%	Q4 2021	Q4 2022	5
Welch Investments, LLC	5	5	0.17%	0.20%	0.23%	Q4 2016	Q4 2017	5
Confluence Wealth Services, Inc.	4	1	0.00%	0.07%	0.09%	Q4 2021	Q3 2023	5
NVWM, LLC	3	1	0.00%	0.01%	0.03%	Q4 2018	Q3 2022	5
Red Tortoise LLC	4	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	5
Wealth & Pension Services Group, Inc.	5	5	0.17%	0.32%	0.51%	Q3 2018	Q3 2019	5
Ruggie Capital Group	3	1	0.00%	0.01%	0.05%	Q4 2014	Q4 2018	5
Balboa Wealth Partners	5	5	0.10%	0.22%	0.44%	Q3 2022	Q3 2023	5
HOHIMER WEALTH MANAGEMENT, LLC	4	1	0.20%	3.42%	14.56%	Q1 2022	Q3 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.17%	0.25%	0.29%	Q4 2018	Q4 2019	5
NORTHWEST INVESTMENT COUNSELORS, LLC	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
LS Investment Advisors, LLC	5	5	0.25%	0.56%	1.72%	Q1 2020	Q1 2021	5
DOHJ, LLC	2	1	0.39%	0.91%	1.51%	Q1 2022	Q3 2023	5
Sepio Capital, LP	5	5	0.78%	0.82%	0.87%	Q3 2022	Q3 2023	5
LaSalle St. Investment Advisors, LLC	4	4	0.12%	0.33%	0.51%	Q4 2022	Q3 2023	4
Brookfield Asset Management	4	4	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	4
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
BECK MACK & OLIVER LLC	4	4	0.01%	0.01%	0.01%	Q2 2017	Q1 2018	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.06%	0.07%	0.08%	Q2 2017	Q1 2018	4
NORTHSTAR INVESTMENT ADVISORS LLC	4	4	0.04%	0.05%	0.05%	Q3 2020	Q2 2021	4
ARGENT CAPITAL MANAGEMENT LLC	2	1	0.01%	0.05%	0.10%	Q4 2014	Q1 2020	4
TOWER TRUST Co	4	4	0.20%	0.22%	0.24%	Q2 2013	Q1 2014	4
OKABENA INVESTMENT SERVICES INC	4	4	0.14%	0.16%	0.17%	Q4 2021	Q3 2022	4
OPPENHEIMER ASSET MANAGEMENT INC.	3	1	0.01%	0.01%	0.02%	Q1 2017	Q3 2023	4
OVERSEA-CHINESE BANKING Corp Ltd	4	4	0.04%	0.06%	0.12%	Q4 2022	Q3 2023	4
DSC Advisors, L.P.	1	1	0.14%	1.26%	3.01%	Q2 2013	Q2 2018	4
Independent Portfolio Consultants, Inc.	2	2	0.02%	0.06%	0.12%	Q2 2014	Q1 2017	4
RMB Capital Management, LLC	2	2	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	4
Coho Partners, Ltd.	1	1	0.01%	0.11%	0.25%	Q1 2020	Q2 2023	4
Round Table Services, LLC	4	4	0.06%	0.15%	0.42%	Q4 2021	Q3 2022	4
Paragon Capital Management LLC	3	1	0.00%	0.13%	0.26%	Q4 2017	Q1 2019	4
Financial Architects, Inc	3	1	0.00%	0.01%	0.01%	Q4 2014	Q2 2020	4
Busey Bank	3	1	0.01%	0.01%	0.02%	Q4 2019	Q2 2023	4
GAM Holding AG	4	4	0.02%	0.04%	0.05%	Q4 2017	Q3 2018	4
Sageworth Trust Co	4	4	0.13%	0.15%	0.16%	Q4 2014	Q3 2015	4
Strategic Capital Group LLC	4	4	0.02%	1.16%	2.44%	Q2 2013	Q1 2014	4
Commonwealth Financial Services, LLC	2	1	0.03%	0.09%	0.16%	Q2 2016	Q3 2023	4
FutureAdvisor, Inc.	4	4	4.36%	5.53%	6.50%	Q4 2014	Q3 2015	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
SG Select LLC	4	4	9.96%	12.80%	16.62%	Q2 2013	Q1 2014	4
Jolley Asset Management, LLC	4	4	0.01%	0.01%	0.01%	Q3 2017	Q2 2018	4
Winfield Associates, Inc.	4	4	0.00%	0.00%	0.01%	Q4 2013	Q3 2014	4
Rothschild Capital Partners, LLC	3	1	0.98%	2.07%	2.52%	Q4 2014	Q3 2021	4
Tuttle Capital Management, LLC	1	1	0.26%	1.32%	3.01%	Q2 2014	Q4 2020	4
Peachtree Investment Advisors, Inc.	4	4	0.05%	0.06%	0.06%	Q3 2014	Q2 2015	4
Sullivan, Bruyette, Speros & Blaney, LLC	4	4	0.01%	0.01%	0.01%	Q2 2020	Q1 2021	4
SIGNET FINANCIAL MANAGEMENT, LLC	3	1	0.01%	0.01%	0.02%	Q1 2018	Q4 2021	4
Mendel Money Management	4	4	0.18%	0.18%	0.19%	Q4 2022	Q3 2023	4
IPG Investment Advisors LLC	4	4	0.12%	0.14%	0.15%	Q4 2022	Q3 2023	4
Bishop & Co Investment Management, LLC	4	4	0.27%	0.28%	0.28%	Q2 2016	Q1 2017	4
Moors & Cabot, Inc.	3	1	0.02%	0.02%	0.04%	Q2 2014	Q3 2023	4
Tradewinds Capital Management, LLC	4	4	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	4
EXANE DERIVATIVES	4	4	0.29%	1.42%	1.99%	Q1 2021	Q4 2021	4
Dakota Wealth Management	2	1	0.01%	0.11%	0.28%	Q3 2018	Q3 2023	4
Mirador Capital Partners LP	3	1	0.05%	0.08%	0.12%	Q2 2021	Q3 2023	4
AllSquare Wealth Management LLC	4	4	0.01%	0.01%	0.01%	Q2 2018	Q1 2019	4
Lavaca Capital LLC	4	4	0.08%	0.11%	0.12%	Q4 2022	Q3 2023	4
EDMOND DE ROTHSCHILD HOLDING S.A.	2	2	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	4
Gerber Kawasaki Wealth & Investment Management	2	2	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	4
Zions Bancorporation, N.A.	4	4	0.00%	0.01%	0.02%	Q2 2021	Q1 2022	4
Rain Capital Management, LLC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.33%	0.46%	0.68%	Q4 2016	Q3 2017	4
HMS Capital Management, LLC	4	4	0.18%	0.20%	0.20%	Q4 2022	Q3 2023	4
Per Stirling Capital Management, LLC.	4	4	4.92%	5.16%	5.51%	Q4 2022	Q3 2023	4
HCR Wealth Advisors	4	4	0.00%	0.00%	0.01%	Q1 2020	Q4 2020	4
Gainplan LLC	3	1	2.58%	6.33%	14.40%	Q2 2017	Q3 2018	4
Shone Asset Management LLC	4	4	1.04%	1.19%	1.44%	Q1 2020	Q4 2020	4
Wagner Wealth Management, LLC	4	4	0.03%	0.03%	0.03%	Q4 2020	Q3 2021	4
Alaska Wealth Advisors	4	4	0.12%	0.17%	0.31%	Q4 2018	Q3 2019	4
Winthrop Advisory Group LLC	4	4	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	4
CreativeOne Wealth, LLC	2	1	0.01%	0.02%	0.03%	Q2 2021	Q2 2023	4
Stewardship Financial Advisors, LLC	1	1	0.01%	0.69%	2.74%	Q4 2015	Q4 2020	4
PROFESSIONAL PLANNING	4	4	0.17%	0.22%	0.29%	Q4 2020	Q3 2021	4
Quad-Cities Investment Group, LLC	4	4	0.00%	0.02%	0.02%	Q4 2018	Q3 2019	4
Next Capital Management LLC	4	4	0.04%	0.05%	0.05%	Q4 2018	Q3 2019	4
RHS Financial, LLC	2	2	0.14%	0.15%	0.15%	Q4 2021	Q3 2023	4
Windsor Creek Advisors, LLC	4	4	0.17%	0.19%	0.22%	Q4 2020	Q3 2021	4
JFG Wealth Management, LLC	4	4	0.14%	0.15%	0.16%	Q1 2022	Q4 2022	4
Nalls Sherbakoff Group, LLC	3	1	0.17%	0.19%	0.24%	Q4 2018	Q3 2023	4
Bay Harbor Wealth Management, LLC	4	4	0.02%	0.04%	0.08%	Q4 2018	Q3 2019	4
KMG FIDUCIARY PARTNERS, LLC	4	4	0.03%	0.27%	0.57%	Q4 2022	Q3 2023	4
Cornerstone Wealth Group, LLC	4	4	0.95%	1.32%	1.70%	Q1 2019	Q4 2019	4
NICOLET ADVISORY SERVICES, LLC	2	1	0.03%	0.04%	0.06%	Q2 2020	Q3 2023	4
Stonehage Fleming Financial Services Holdings Ltd	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Professional Financial Advisors, LLC	2	1	0.30%	0.54%	0.82%	Q2 2022	Q3 2023	4
Atlas Private Wealth Management, LLC	4	4	0.02%	0.02%	0.02%	Q4 2019	Q3 2020	4
RE Dickinson Investment Advisors, LLC	4	4	0.00%	0.01%	0.01%	Q1 2022	Q4 2022	4
Great Lakes Retirement, Inc.	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
RMR Wealth Builders	2	1	0.01%	0.03%	0.04%	Q4 2019	Q1 2021	4
First Ascent Asset Management, LLC	4	4	0.14%	0.40%	0.58%	Q4 2019	Q3 2020	4
Capstone Financial Group, Inc.	4	4	0.13%	0.14%	0.17%	Q4 2019	Q3 2020	4
WFA of San Diego, LLC	2	1	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	4
Cypress Point Wealth Management, LLC	4	4	0.03%	0.04%	0.05%	Q4 2020	Q3 2021	4
TCG Advisory Services, LLC	4	4	0.07%	0.08%	0.10%	Q4 2020	Q3 2021	4
Newton One Investments LLC	4	4	0.16%	0.16%	0.16%	Q4 2022	Q3 2023	4
TMD Wealth Management, LLC	4	4	0.30%	0.40%	0.68%	Q4 2022	Q3 2023	4
Mach-1 Financial Group, LLC	4	4	0.01%	0.02%	0.06%	Q4 2021	Q3 2022	4
Campion Asset Management	4	4	0.27%	0.45%	0.51%	Q4 2022	Q3 2023	4
Fountainhead AM, LLC	4	4	0.08%	0.08%	0.09%	Q4 2022	Q3 2023	4
FourThought Financial, LLC	3	1	0.01%	0.01%	0.02%	Q1 2021	Q3 2022	4
Sageworth Trust Co of South Dakota	4	4	0.59%	0.64%	0.72%	Q4 2022	Q3 2023	4
Allspring Global Investments Holdings, LLC	2	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	4
MILESTONE WEALTH, LLC	4	4	0.28%	0.28%	0.29%	Q4 2021	Q3 2022	4
WEALTH EFFECTS LLC	4	4	0.42%	0.46%	0.50%	Q4 2022	Q3 2023	4
Frontier Asset Management, LLC	4	4	0.79%	0.84%	0.88%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.11%	0.11%	0.12%	Q4 2021	Q3 2022	4
Blackston Financial Advisory Group, LLC	4	4	0.34%	0.47%	0.53%	Q2 2022	Q1 2023	4
First Farmers & Merchants Bank / Trust	4	4	2.02%	2.32%	2.44%	Q4 2021	Q3 2022	4
KARLINSKI ANDREW C	4	4	2.15%	2.77%	3.37%	Q4 2021	Q3 2022	4
Summit Investment Advisory Services, LLC	4	4	2.33%	2.76%	3.86%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.04%	0.06%	0.09%	Q4 2022	Q3 2023	4
Millington Financial Advisors, LLC	4	4	0.27%	0.28%	0.28%	Q4 2022	Q3 2023	4
Lansing Street Advisors	4	4	0.01%	0.02%	0.02%	Q3 2022	Q2 2023	4
Worth Asset Management, LLC	4	4	0.06%	0.06%	0.06%	Q1 2022	Q4 2022	4
CATALYST FINANCIAL PARTNERS LLC	4	4	3.64%	4.16%	4.38%	Q4 2022	Q3 2023	4
Fortitude Advisory Group L.L.C.	2	2	0.01%	0.10%	0.19%	Q4 2021	Q1 2023	4
Tradewinds, LLC.	2	1	0.15%	0.18%	0.21%	Q2 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	2.85%	3.23%	3.60%	Q4 2022	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.07%	0.08%	0.10%	Q4 2022	Q3 2023	4
ICA Group Wealth Management, LLC	3	1	0.00%	0.01%	0.04%	Q2 2022	Q2 2023	4
Corient Private Wealth LLC	4	4	0.01%	0.04%	0.11%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.16%	0.17%	0.18%	Q4 2022	Q3 2023	4
DAYMARK WEALTH PARTNERS, LLC	4	4	0.02%	0.04%	0.07%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Gallacher Capital Management LLC	4	4	0.31%	0.33%	0.34%	Q4 2022	Q3 2023	4
Family Asset Management, LLC	4	4	2.33%	2.45%	2.73%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.16%	0.19%	0.21%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.14%	0.16%	0.17%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.02%	0.03%	0.05%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Worth Financial Advisory Group, LLC	4	4	0.41%	0.52%	0.58%	Q4 2022	Q3 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	0.16%	0.18%	0.21%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	3.58%	3.93%	4.34%	Q4 2022	Q3 2023	4
Michelson Medical Research Foundation, Inc.	4	4	5.39%	6.57%	8.75%	Q4 2022	Q3 2023	4
Beacon Bridge Wealth Partners, LLC	4	4	0.11%	0.20%	0.39%	Q4 2022	Q3 2023	4
Sonoma Private Wealth LLC	4	4	4.52%	4.78%	5.23%	Q4 2022	Q3 2023	4
LMG Wealth Partners, LLC	4	4	2.11%	2.16%	2.18%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	1.12%	1.23%	1.30%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.08%	0.09%	0.09%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	2.50%	3.04%	3.37%	Q4 2022	Q3 2023	4
BEACON FINANCIAL PLANNING, INC	4	4	0.18%	0.19%	0.21%	Q4 2022	Q3 2023	4
Foundation Wealth Management, LLC	4	4	15.75%	17.04%	18.62%	Q4 2022	Q3 2023	4
DDFG, Inc	4	4	7.13%	7.52%	7.78%	Q4 2022	Q3 2023	4
Quintet Private Bank (Europe) S.A.	3	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	4
National Wealth Management Group, LLC	2	1	0.27%	0.48%	1.09%	Q4 2021	Q3 2023	4
KENNEDY INVESTMENT GROUP	4	4	0.68%	0.75%	0.81%	Q4 2022	Q3 2023	4
First County Bank /CT/	4	4	0.41%	0.64%	0.90%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	0.14%	0.18%	0.22%	Q4 2022	Q3 2023	4
IAMS WEALTH MANAGEMENT, LLC	4	4	0.50%	0.56%	0.64%	Q4 2022	Q3 2023	4
FIRST NATIONAL BANK OF OMAHA	3	1	0.01%	0.04%	0.09%	Q1 2014	Q4 2019	4
HORIZON BANCORP INC /IN/	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
CAMBIAR INVESTORS LLC	1	1	0.01%	0.02%	0.02%	Q4 2014	Q2 2022	4
ROWLAND CARMICHAEL ADVISORS INC /ADV	4	4	0.00%	0.01%	0.01%	Q1 2020	Q4 2020	4
ST GERMAIN D J CO INC	3	1	0.00%	0.01%	0.02%	Q4 2022	Q4 2023	4
VAN ECK ASSOCIATES CORP	2	1	0.00%	0.13%	0.27%	Q2 2013	Q2 2016	4
CHAPIN DAVIS, INC.	4	4	0.59%	0.61%	0.62%	Q4 2022	Q3 2023	4
NBT BANK N A /NY	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
Brandywine Global Investment Management, LLC	2	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2023	3
SCHRODER INVESTMENT MANAGEMENT GROUP	3	3	0.00%	0.01%	0.02%	Q1 2021	Q3 2021	3
MILLIE CAPITAL MANAGEMENT, LLC	3	3	0.38%	0.55%	0.66%	Q2 2016	Q4 2016	3
Eagle Strategies LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Transamerica Financial Advisors, Inc.	1	1	0.00%	0.01%	0.04%	Q1 2016	Q2 2019	3
Conservest Capital Advisors, Inc.	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Hanlon Investment Management, Inc.	3	3	0.18%	0.21%	0.23%	Q1 2023	Q3 2023	3
Nordwand Advisors, LLC	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
Strategic Investment Solutions, Inc. /IL	3	3	0.01%	0.03%	0.06%	Q1 2023	Q3 2023	3
Genesis Wealth Advisors, LLC	3	3	0.01%	0.06%	0.08%	Q4 2014	Q2 2015	3
Clear Harbor Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2014	Q3 2020	3
Global Endowment Management, LP	3	3	0.27%	0.28%	0.30%	Q1 2018	Q3 2018	3
Retirement Investment Advisors, Inc.	3	3	0.02%	0.04%	0.07%	Q1 2023	Q3 2023	3
MEEDER ASSET MANAGEMENT INC	2	1	0.00%	0.00%	0.01%	Q3 2013	Q2 2022	3
Hotaling Investment Management, LLC	3	3	0.13%	0.15%	0.19%	Q4 2018	Q2 2019	3
FLPUTNAM INVESTMENT MANAGEMENT CO	2	1	0.01%	0.02%	0.04%	Q2 2022	Q3 2023	3
CHEMICAL BANK	2	1	0.02%	0.02%	0.02%	Q3 2018	Q2 2019	3
WEALTHSPAN PARTNERS, LLC	2	1	0.18%	0.18%	0.19%	Q4 2021	Q4 2022	3
Covestor Ltd	3	3	0.01%	0.01%	0.01%	Q1 2022	Q3 2022	3
GIRARD SECURITIES, INC.	3	3	0.29%	0.34%	0.41%	Q1 2017	Q3 2017	3
Fee-Only Financial Planning, L.C.	3	3	0.16%	0.16%	0.16%	Q1 2023	Q3 2023	3
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	3	0.00%	0.00%	0.01%	Q4 2019	Q2 2020	3
Cape Investment Advisory, Inc.	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Ullmann Wealth Partners Group, LLC	2	1	0.14%	0.15%	0.16%	Q1 2017	Q4 2017	3
Gratus Capital, LLC	3	3	0.04%	0.04%	0.04%	Q2 2021	Q4 2021	3
WealthPlan Investment Management, LLC	2	1	0.86%	0.90%	0.91%	Q1 2022	Q4 2022	3
Stelac Advisory Services LLC	3	3	0.03%	0.03%	0.04%	Q4 2020	Q2 2021	3
First PREMIER Bank	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Destination Wealth Management	1	1	0.01%	0.01%	0.02%	Q2 2019	Q1 2023	3
StrategIQ Financial Group, LLC	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
LOWERY THOMAS, LLC	3	3	0.16%	0.59%	0.83%	Q1 2022	Q3 2022	3
Gallagher Fiduciary Advisors, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
McAdam, LLC	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
Kraft, Davis & Associates, LLC	2	1	0.15%	0.15%	0.16%	Q4 2022	Q3 2023	3
Mitsubishi UFJ Asset Management (UK) Ltd.	2	1	0.79%	3.31%	5.28%	Q1 2021	Q1 2023	3
Vantage Financial Partners Ltd., Inc.	2	1	0.10%	0.11%	0.12%	Q4 2021	Q2 2023	3
Allen Investment Management, LLC	3	3	0.01%	0.01%	0.02%	Q1 2017	Q3 2017	3
SYM FINANCIAL Corp	2	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	3
Sage Advisory Services, Ltd.Co.	2	1	6.69%	9.45%	14.91%	Q2 2013	Q1 2017	3
Resurgent Financial Advisors LLC	3	3	0.84%	0.91%	0.96%	Q2 2022	Q4 2022	3
RGT Wealth Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q1 2022	Q3 2022	3
CABANA LLC	2	1	0.01%	0.03%	0.04%	Q3 2019	Q2 2020	3
Pinnacle Wealth Management, LLC	2	1	0.26%	0.53%	0.73%	Q1 2022	Q4 2022	3
Peregrine Asset Advisers, Inc.	1	1	0.10%	0.65%	1.37%	Q1 2020	Q3 2023	3
Simply Money Advisors	3	3	0.00%	3.87%	5.82%	Q1 2014	Q3 2014	3
PGIM Custom Harvest LLC	3	3	0.01%	0.03%	0.07%	Q1 2023	Q3 2023	3
RESOURCES MANAGEMENT CORP /CT/ /ADV	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Single Point Partners, LLC	2	1	0.05%	0.07%	0.11%	Q4 2021	Q3 2023	3
Argent Wealth Management LLC	3	3	1.48%	1.53%	1.59%	Q4 2019	Q2 2020	3
Aviance Capital Partners, LLC	3	3	0.04%	0.05%	0.05%	Q1 2023	Q3 2023	3
RWA WEALTH PARTNERS, LLC	2	1	0.01%	0.01%	0.01%	Q1 2018	Q2 2023	3
Merriman Wealth Management, LLC	3	3	3.07%	5.19%	8.89%	Q2 2013	Q4 2013	3
Antonetti Capital Management LLC	2	1	0.20%	0.20%	0.21%	Q2 2010	Q4 2021	3
Foundations Investment Advisors, LLC	2	1	0.03%	0.24%	0.67%	Q3 2019	Q3 2023	3
Y-Intercept (Hong Kong) Ltd	1	1	0.05%	0.10%	0.14%	Q1 2022	Q3 2023	3
Headlands Technologies LLC	2	1	0.01%	0.03%	0.06%	Q4 2022	Q3 2023	3
Swaine & Leidel Wealth Services, LLC	2	1	0.41%	0.58%	0.71%	Q2 2019	Q2 2020	3
CHILTON INVESTMENT CO INC.	2	1	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	3
East Coast Asset Management, LLC.	3	3	0.03%	0.04%	0.04%	Q4 2012	Q2 2013	3
Vontobel Holding Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
RNC CAPITAL MANAGEMENT LLC	1	1	0.02%	0.25%	0.47%	Q4 2015	Q4 2018	3
Brown Miller Wealth Management, LLC	3	3	0.22%	0.23%	0.24%	Q1 2023	Q3 2023	3
Capstone Financial Advisors, Inc.	3	3	0.07%	0.08%	0.11%	Q1 2018	Q3 2018	3
Center for Financial Planning, Inc.	2	1	0.00%	0.02%	0.04%	Q4 2019	Q3 2021	3
LFA - Lugano Financial Advisors SA	2	1	0.01%	0.11%	0.18%	Q2 2022	Q3 2023	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.03%	0.03%	0.04%	Q3 2022	Q3 2023	3
Keebeck Wealth Management, LLC	3	3	0.04%	0.05%	0.07%	Q2 2022	Q4 2022	3
Select Asset Management & Trust	3	3	0.20%	0.26%	0.32%	Q1 2023	Q3 2023	3
Allegiant Private Advisors, LLC	3	3	4.61%	5.14%	5.67%	Q4 2020	Q2 2021	3
CCG WEALTH MANAGEMENT, LLC	3	3	0.14%	0.15%	0.15%	Q2 2019	Q4 2019	3
Summit Equities Inc	2	1	0.04%	0.04%	0.05%	Q4 2017	Q3 2018	3
Holland Advisory Services, Inc.	3	3	2.68%	6.38%	8.50%	Q4 2021	Q2 2022	3
Total Clarity Wealth Management, Inc.	2	1	0.03%	0.04%	0.05%	Q3 2021	Q2 2022	3
Wealth Architects, LLC	2	1	0.06%	0.06%	0.06%	Q2 2018	Q1 2019	3
Garde Capital, Inc.	2	1	0.19%	0.25%	0.33%	Q3 2014	Q3 2023	3
Danda Trouve Investment Management, Inc.	2	1	0.02%	0.03%	0.04%	Q4 2019	Q4 2020	3
Divergent Wealth Advisors	3	3	0.01%	0.01%	0.01%	Q1 2018	Q3 2018	3
Atlantic Private Wealth, LLC	3	3	0.11%	0.15%	0.17%	Q1 2023	Q3 2023	3
Pinnacle Wealth Management Advisory Group, LLC	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
Axiom Financial Strategies, LLC	3	3	0.14%	0.19%	0.27%	Q1 2022	Q3 2022	3
ROMANO BROTHERS AND COMPANY	2	1	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	3
Belvedere Trading LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
TCG Advisors, LP	1	1	0.03%	0.14%	0.27%	Q2 2019	Q2 2020	3
Farther Finance Advisors, LLC	3	3	0.00%	0.01%	0.02%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Midwest Professional Planners, LTD.	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Kingsview Wealth Management, LLC	2	1	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	3
NORTHCAPE WEALTH MANAGEMENT, LLC	3	3	0.07%	0.70%	1.86%	Q4 2021	Q2 2022	3
ATWOOD & PALMER INC	2	1	0.00%	0.00%	0.00%	Q3 2020	Q4 2021	3
Legacy Capital Group California, Inc.	3	3	0.70%	0.72%	0.77%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	0.24%	0.26%	0.27%	Q1 2023	Q3 2023	3
Smart Money Group LLC	3	3	0.41%	0.43%	0.45%	Q4 2019	Q2 2020	3
Amundi	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.13%	0.13%	0.13%	Q1 2023	Q3 2023	3
Wedmont Private Capital	3	3	0.04%	0.08%	0.11%	Q1 2023	Q3 2023	3
U.S. Capital Wealth Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
Windmill Hill Asset Management Ltd	3	3	18.30%	22.98%	25.80%	Q1 2022	Q3 2022	3
Noble Family Wealth, LLC	3	3	0.26%	0.26%	0.26%	Q1 2023	Q3 2023	3
Quadrant Private Wealth Management, LLC	3	3	0.94%	1.03%	1.10%	Q4 2022	Q2 2023	3
INSTRUMENTAL WEALTH, LLC	3	3	10.55%	10.83%	11.03%	Q1 2023	Q3 2023	3
Advisor Resource Council	1	1	0.18%	0.19%	0.22%	Q2 2021	Q2 2022	3
Pine Valley Investments Ltd Liability Co	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
Resolute Wealth Strategies, LLC	3	3	4.54%	4.90%	5.15%	Q1 2023	Q3 2023	3
PRELUDE CAPITAL MANAGEMENT, LLC	3	3	0.01%	0.04%	0.06%	Q1 2021	Q3 2021	3
O'Connor Financial Group LLC	3	3	3.66%	3.80%	3.89%	Q1 2023	Q3 2023	3
PFG Investments, LLC	3	3	0.09%	0.09%	0.10%	Q1 2023	Q3 2023	3
HOWLAND CAPITAL MANAGEMENT LLC	3	3	0.02%	0.02%	0.02%	Q1 2022	Q3 2022	3
SILVER OAK SECURITIES, INCORPORATED	2	1	0.08%	0.16%	0.32%	Q3 2022	Q3 2023	3
TrinityPoint Wealth, LLC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Tilson Financial Group, Inc.	2	1	2.51%	2.76%	2.91%	Q4 2022	Q3 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	1.85%	5.09%	6.80%	Q4 2021	Q2 2022	3
Glass Jacobson Investment Advisors llc	2	1	0.82%	0.84%	0.86%	Q4 2022	Q3 2023	3
Argentus Capital Management, LLC	2	1	0.00%	0.10%	0.25%	Q2 2013	Q4 2015	3
Smith, Salley & Associates	3	3	0.08%	0.10%	0.11%	Q4 2020	Q2 2021	3
Banque Cantonale Vaudoise	3	3	0.02%	0.03%	0.04%	Q1 2022	Q3 2022	3
Riverwater Partners LLC	2	2	0.23%	0.26%	0.29%	Q3 2023	Q4 2023	2
Global Wealth Management Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	2
CFS Investment Advisory Services, LLC	1	1	0.00%	0.03%	0.06%	Q1 2022	Q2 2023	2
Strategic Blueprint, LLC	1	1	0.02%	0.06%	0.09%	Q3 2019	Q2 2021	2
Princeton Global Asset Management LLC	2	2	0.01%	0.02%	0.02%	Q1 2019	Q2 2019	2
Aspire Private Capital, LLC	2	2	0.01%	0.03%	0.05%	Q4 2018	Q1 2019	2
Abundance Wealth Counselors	2	2	0.12%	0.13%	0.14%	Q1 2022	Q2 2022	2
CHILDRESS CAPITAL ADVISORS, LLC	2	2	0.73%	1.27%	1.82%	Q1 2021	Q2 2021	2
Optiver Holding B.V.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2023	2
LITTLE HOUSE CAPITAL LLC	1	1	0.02%	0.13%	0.24%	Q1 2019	Q1 2021	2
Brio Consultants, LLC	2	2	0.14%	0.15%	0.17%	Q2 2020	Q3 2020	2
FNY Investment Advisers, LLC	1	1	0.02%	0.05%	0.08%	Q2 2018	Q3 2023	2
Fulcrum Equity Management	1	1	0.20%	0.33%	0.46%	Q4 2019	Q1 2022	2
AFS Financial Group, LLC	2	2	0.23%	0.23%	0.23%	Q2 2023	Q3 2023	2
Inscription Capital, LLC	2	2	0.03%	0.03%	0.03%	Q4 2018	Q1 2019	2
DB Fitzpatrick & Co, Inc	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
ExodusPoint Capital Management, LP	1	1	0.05%	0.14%	0.22%	Q2 2020	Q1 2021	2
Financial Planners of Cleveland, Inc.	2	2	0.09%	0.13%	0.17%	Q4 2021	Q1 2022	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
Burns Matteson Capital Management, LLC	2	2	0.20%	0.20%	0.20%	Q1 2023	Q2 2023	2
Virtue Capital Management, LLC	2	2	0.06%	0.06%	0.06%	Q4 2017	Q1 2018	2
IFG Advisory, LLC	1	1	0.03%	0.76%	1.49%	Q4 2018	Q3 2022	2
Custos Family Office, LLC	2	2	0.20%	0.20%	0.21%	Q2 2023	Q3 2023	2
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	2
Claraphi Advisory Network, LLC	1	1	0.01%	0.06%	0.10%	Q3 2019	Q1 2020	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.06%	0.06%	0.07%	Q4 2021	Q1 2022	2
Slow Capital, Inc.	1	1	0.13%	0.16%	0.19%	Q2 2019	Q4 2019	2
KORNITZER CAPITAL MANAGEMENT INC /KS	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Gs Investments, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2017	Q3 2017	2
TCWP LLC	2	2	0.05%	0.70%	1.35%	Q4 2021	Q1 2022	2
MCIA Inc	2	2	0.01%	0.01%	0.01%	Q2 2017	Q3 2017	2
Peak Capital Management LLC	2	2	0.15%	0.16%	0.17%	Q2 2017	Q3 2017	2
Watermark Asset Management, Inc.	2	2	0.08%	0.20%	0.32%	Q1 2017	Q2 2017	2
Clear Perspective Advisors, LLC	1	1	0.03%	0.03%	0.04%	Q2 2018	Q2 2019	2
Ridgewood Investments LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Obsidian Personal Planning Solutions LLC	2	2	0.41%	0.53%	0.65%	Q2 2022	Q3 2022	2
JOURNEY STRATEGIC WEALTH LLC	1	1	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	2
Summit Trail Advisors, LLC	1	1	0.02%	0.04%	0.07%	Q4 2017	Q2 2022	2
Doyle Wealth Management	1	1	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	2
Perennial Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q1 2021	Q2 2021	2
Independent Advisor Alliance	1	1	0.09%	0.10%	0.10%	Q1 2017	Q4 2019	2
Russell Investments Group, Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
ALLSTATE CORP	2	2	1.90%	2.66%	3.42%	Q4 2020	Q1 2021	2
Bellwether Investment Group, LLC	1	1	0.38%	0.39%	0.39%	Q2 2016	Q4 2016	2
Cosner Financial Group, LLC	2	2	7.49%	7.65%	7.81%	Q2 2023	Q3 2023	2
Exchange Capital Management, Inc.	1	1	0.00%	0.00%	0.01%	Q3 2014	Q2 2016	2
WESPAC Advisors SoCal, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
CWA Asset Management Group, LLC	2	2	0.04%	0.06%	0.06%	Q3 2018	Q4 2018	2
CEDAR CAPITAL, LLC	2	2	0.35%	0.36%	0.38%	Q4 2016	Q1 2017	2
BMS Financial Advisors, LLC	2	2	0.17%	0.17%	0.17%	Q1 2023	Q2 2023	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q2 2015	2
Pacific Sage Partners, LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
BALYASNY ASSET MANAGEMENT L.P.	2	2	0.02%	0.04%	0.06%	Q4 2021	Q1 2022	2
Sendero Wealth Management, LLC	2	2	0.13%	0.13%	0.13%	Q2 2023	Q3 2023	2
MIDDLETON & CO INC/MA	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Donald L. Hagan, LLC	1	1	0.01%	0.02%	0.02%	Q3 2015	Q1 2016	2
Fortis Capital Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q4 2022	Q1 2023	2
STANCORP INVESTMENT ADVISERS INC	2	2	2.01%	2.03%	2.04%	Q4 2014	Q1 2015	2
Stephens Consulting, LLC	2	2	0.07%	0.07%	0.07%	Q4 2022	Q1 2023	2
Icon Wealth Advisors, LLC	2	2	0.02%	0.03%	0.03%	Q3 2022	Q4 2022	2
KANALY TRUST CO	1	1	0.03%	0.10%	0.16%	Q2 2013	Q4 2016	2
GAMBLE JONES INVESTMENT COUNSEL	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
LGT Financial Advisors LLC	2	2	0.13%	0.13%	0.14%	Q2 2023	Q3 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.06%	0.07%	0.08%	Q4 2022	Q1 2023	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
25 LLC	2	2	0.05%	0.05%	0.05%	Q1 2023	Q2 2023	2
MOODY LYNN & LIEBERSON, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
STEPH & CO	1	1	0.01%	0.11%	0.21%	Q4 2019	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%	0.00%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.26%	0.27%	0.27%	Q2 2023	Q3 2023	2
BROWN WEALTH MANAGEMENT, LLC	2	2	0.12%	0.12%	0.13%	Q2 2023	Q3 2023	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
CIBC Asset Management Inc	2	2	0.17%	0.19%	0.21%	Q1 2021	Q2 2021	2
Peoples Bank/KS	2	2	0.02%	0.02%	0.02%	Q3 2023	Q4 2023	2
MITCHELL MCLEOD PUGH & WILLIAMS INC	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
NorthRock Partners, LLC	2	2	0.00%	0.02%	0.04%	Q3 2019	Q4 2019	2
Neumann Capital Management, LLC	2	2	0.34%	0.34%	0.35%	Q4 2014	Q1 2015	2
Karp Capital Management Corp	1	1	0.01%	0.03%	0.05%	Q4 2014	Q4 2018	2
Raab & Moskowitz Asset Management LLC	1	1	0.03%	0.04%	0.04%	Q3 2018	Q4 2019	2
ACCURATE INVESTMENT SOLUTIONS, INC.	2	2	0.00%	0.01%	0.02%	Q2 2019	Q3 2019	2
1ST SOURCE BANK	1	1	0.01%	0.03%	0.05%	Q4 2021	Q3 2023	2
Signator Financial Services, Inc.	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Stonebridge Capital Advisors LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
MYDA Advisors LLC	1	1	0.30%	0.88%	1.46%	Q1 2020	Q3 2020	2
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
NAPLES GLOBAL ADVISORS, LLC	2	2	0.02%	0.03%	0.03%	Q4 2022	Q1 2023	2
Bernicke Wealth Management, Ltd.	2	2	0.39%	0.42%	0.45%	Q4 2014	Q1 2015	2
High Falls Advisors, Inc	1	1	0.06%	0.06%	0.07%	Q4 2022	Q2 2023	2
Idaho Trust Bank	2	2	0.67%	0.67%	0.67%	Q2 2023	Q3 2023	2
Goelzer Investment Management, Inc.	2	2	0.04%	0.05%	0.06%	Q2 2023	Q3 2023	2
BOOTHBAY FUND MANAGEMENT, LLC	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
WealthStone, Inc.	2	2	0.07%	0.08%	0.08%	Q4 2020	Q1 2021	2
Noven Financial Group, Inc.	1	1	1.07%	5.79%	10.52%	Q3 2015	Q4 2019	2
INR ADVISORY SERVICES LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
MKP Capital Management, L.L.C.	2	2	0.13%	0.14%	0.14%	Q3 2021	Q4 2021	2
Virtu Financial LLC	1	1	0.02%	0.05%	0.07%	Q4 2013	Q4 2015	2
XR Securities LLC	1	1	0.02%	0.02%	0.03%	Q1 2019	Q4 2022	2
Perkins Coie Trust Co	1	1	0.01%	0.04%	0.08%	Q4 2014	Q1 2022	2
Quantbot Technologies LP	1	1	0.00%	0.01%	0.01%	Q3 2019	Q2 2021	2
AFT, FORSYTH & COMPANY, INC.	2	2	0.15%	0.16%	0.16%	Q2 2013	Q3 2013	2
Charles Schwab Investment Advisory, Inc.	1	1	0.01%	0.02%	0.02%	Q4 2013	Q4 2014	2
Hemenway Trust Co LLC	2	2	0.14%	0.14%	0.14%	Q3 2015	Q4 2015	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.72%	0.81%	0.90%	Q2 2013	Q3 2013	2
Winchester Group Inc.	2	2	0.04%	0.05%	0.05%	Q2 2013	Q3 2013	2
BERKSHIRE ASSET MANAGEMENT LLC/PA	2	2	0.04%	0.06%	0.08%	Q4 2013	Q1 2014	2
RESOURCE CONSULTING GROUP INC	2	2	0.49%	0.50%	0.50%	Q4 2021	Q1 2022	2
Banyan Partners, LLC	2	2	0.04%	0.04%	0.05%	Q3 2013	Q4 2013	2
STRATEGIC WEALTH MANAGEMENT INC	2	2	3.73%	5.08%	6.43%	Q3 2015	Q4 2015	2
Verition Fund Management LLC	1	1	0.01%	0.05%	0.08%	Q3 2015	Q2 2020	2
GTS SECURITIES LLC	2	2	0.02%	0.05%	0.08%	Q2 2023	Q3 2023	2
HIGHLAND CAPITAL MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
ATLAS CAPITAL ADVISORS LLC	2	2	0.03%	0.03%	0.03%	Q1 2023	Q2 2023	2
Crestwood Advisors Group, LLC	1	1	0.01%	0.02%	0.04%	Q1 2021	Q3 2023	2
WealthTrust-Arizona, LLC	2	2	0.07%	0.07%	0.07%	Q3 2018	Q4 2018	2
Sonora Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2019	2
CAXTON ASSOCIATES LP	1	1	0.04%	0.12%	0.19%	Q3 2017	Q2 2022	2
Livingston Group Asset Management CO (operating as Southport Capital Management)	1	1	0.04%	0.06%	0.07%	Q2 2016	Q3 2018	2
FULTON BANK, N.A.	1	1	0.01%	0.01%	0.01%	Q2 2023	Q4 2023	2
Atlantic Union Bankshares Corp	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
EXCELSIA, INC.	2	2	14.68%	16.31%	17.94%	Q2 2014	Q3 2014	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.04%	0.07%	Q4 2021	Q3 2022	2
Fortis Group Advisors, LLC	1	1	0.01%	0.04%	0.07%	Q3 2020	Q3 2023	2
WIPFLI FINANCIAL ADVISORS LLC,	2	2	0.04%	0.05%	0.05%	Q2 2022	Q3 2022	2
Cordant, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	2
Quantitative Strategies, Inc.	2	2	19.28%	19.32%	19.37%	Q2 2023	Q3 2023	2
Aspen Grove Capital, LLC	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
BEAM WEALTH ADVISORS, INC.	2	2	0.37%	0.90%	1.42%	Q4 2019	Q1 2020	2
Asio Capital, LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
H&H Retirement Design & Management INC	2	2	0.22%	0.27%	0.32%	Q1 2020	Q2 2020	2
CGN Advisors LLC	2	2	0.04%	0.04%	0.04%	Q3 2023	Q4 2023	2
S.A. Mason LLC	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
Legacy Private Trust Co.	2	2	0.06%	0.07%	0.07%	Q2 2013	Q3 2013	2
Olympiad Research LP	2	2	0.71%	1.06%	1.42%	Q4 2019	Q1 2020	2
tru Independence LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2020	2
OneAscent Financial Services LLC	2	2	0.22%	0.28%	0.34%	Q4 2022	Q1 2023	2
Opal Wealth Advisors, LLC	2	2	0.39%	0.54%	0.69%	Q3 2022	Q4 2022	2
Core Wealth Advisors, Inc.	2	2	0.34%	0.34%	0.34%	Q4 2019	Q1 2020	2
Garden State Investment Advisory Services LLC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
SAGE FINANCIAL GROUP INC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Verdence Capital Advisors LLC	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
Arden Trust Co	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
GRAY FINANCIAL GROUP /GA /ADV /ADV	1	1	0.80%	0.80%	0.80%	Q4 2016	Q4 2016	1
Asset Management One Co., Ltd.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
KNIGHT CAPITAL GROUP LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
True Wealth Design, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
ADIRONDACK TRUST CO	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
SANDERS MORRIS HARRIS LLC	1	1	0.05%	0.05%	0.05%	Q1 2016	Q1 2016	1
Bruderman Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
HERITAGE INVESTORS MANAGEMENT CORP	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
Lakewood Asset Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Milestone Investment Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Authentikos Wealth Advisory, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
DOLIVER ADVISORS, LP	1	1	0.28%	0.28%	0.28%	Q3 2022	Q3 2022	1
Lebenthal Global Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
REFRAME WEALTH, LLC	1	1	0.36%	0.36%	0.36%	Q4 2022	Q4 2022	1
McCarthy Grittinger Financial Group, LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Shilanski & Associates, Inc.	1	1	0.14%	0.14%	0.14%	Q3 2022	Q3 2022	1
Buck Wealth Strategies, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
KILEY JUERGENS WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Oak Asset Management, LLC	1	1	0.13%	0.13%	0.13%	Q2 2022	Q2 2022	1
Congress Wealth Management LLC / DE /	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Manhattan West Asset Management, LLC	1	1	0.20%	0.20%	0.20%	Q1 2023	Q1 2023	1
GFS Private Wealth, LLC	1	1	0.27%	0.27%	0.27%	Q4 2017	Q4 2017	1
Requisite Energy Fund I LP	1	1	4.44%	4.44%	4.44%	Q4 2018	Q4 2018	1
Price Capital Management, Inc.	1	1	1.16%	1.16%	1.16%	Q4 2017	Q4 2017	1
Keystone Financial Group	1	1	0.26%	0.26%	0.26%	Q4 2017	Q4 2017	1
Garrett Wealth Advisory Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Claybrook Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Maven Securities LTD	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
TOCQUEVILLE ASSET MANAGEMENT L.P.	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
Financial Gravity Companies, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Portside Wealth Group, LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Triumph Capital Management	1	1	0.13%	0.13%	0.13%	Q2 2023	Q2 2023	1
ORG Partners LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Fiduciary Planning LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
LOEB PARTNERS CORP	1	1	2.12%	2.12%	2.12%	Q4 2018	Q4 2018	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
ONE Advisory Partners, LLC	1	1	0.14%	0.14%	0.14%	Q2 2022	Q2 2022	1
Bridge Advisory, LLC	1	1	0.36%	0.36%	0.36%	Q4 2020	Q4 2020	1
Key Bridge Compliance, LLC	1	1	0.99%	0.99%	0.99%	Q3 2023	Q3 2023	1
CIM, LLC	1	1	0.08%	0.08%	0.08%	Q3 2022	Q3 2022	1
SEVEN MILE ADVISORY	1	1	0.51%	0.51%	0.51%	Q3 2023	Q3 2023	1
LJI Wealth Management, LLC	1	1	0.16%	0.16%	0.16%	Q4 2022	Q4 2022	1
TIRSCHWELL & LOEWY INC	1	1	0.04%	0.04%	0.04%	Q4 2016	Q4 2016	1
Ford Financial Group, LLC	1	1	0.06%	0.06%	0.06%	Q4 2017	Q4 2017	1
Amplius Wealth Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Arlington Trust Co LLC	1	1	0.59%	0.59%	0.59%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Northstar Advisory Group, LLC	1	1	0.28%	0.28%	0.28%	Q1 2022	Q1 2022	1
Cornerstone Planning Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	1.54%	1.54%	1.54%	Q3 2023	Q3 2023	1
Paladin Advisory Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Destiny Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
United Community Bank	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
WEST PACES ADVISORS INC.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Andrew Hill Investment Advisors, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Crown Wealth Group, LLC	1	1	0.43%	0.43%	0.43%	Q4 2021	Q4 2021	1
Kabarec Financial Advisors, Ltd.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
JACKSON SQUARE CAPITAL, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Biltmore Capital Advisors LLC	1	1	0.08%	0.08%	0.08%	Q2 2020	Q2 2020	1
Argent Trust Co	1	1	0.14%	0.14%	0.14%	Q4 2015	Q4 2015	1
Strategic Capital Alternatives LLC	1	1	0.06%	0.06%	0.06%	Q3 2015	Q3 2015	1
FolioMetrix LLC	1	1	0.20%	0.20%	0.20%	Q2 2015	Q2 2015	1
RiverGlades Family Offices LLC	1	1	1.48%	1.48%	1.48%	Q4 2018	Q4 2018	1
Bremer Bank National Association	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Paulson Wealth Management Inc.	1	1	0.08%	0.08%	0.08%	Q4 2017	Q4 2017	1
MCDONALD PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
CNB Bank	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Greystone Financial Group, LLC	1	1	1.23%	1.23%	1.23%	Q4 2020	Q4 2020	1
Private Portfolio Partners LLC	1	1	0.19%	0.19%	0.19%	Q4 2018	Q4 2018	1
Eudaimonia Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Revolve Wealth Partners, LLC	1	1	0.08%	0.08%	0.08%	Q2 2022	Q2 2022	1
1832 Asset Management L.P.	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
Accurate Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Advisors Preferred, LLC	1	1	0.29%	0.29%	0.29%	Q1 2014	Q1 2014	1
CWH Capital Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2013	Q4 2013	1
Verity Asset Management, Inc.	1	1	0.40%	0.40%	0.40%	Q1 2017	Q1 2017	1
Crosspoint Capital Strategies, LLC	1	1	0.10%	0.10%	0.10%	Q4 2015	Q4 2015	1
BIP Wealth, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Arbor Investment Advisors, LLC	1	1	0.28%	0.28%	0.28%	Q1 2011	Q1 2011	1
J Arnold Wealth Management Co	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
InTrack Investment Management Inc	1	1	0.27%	0.27%	0.27%	Q2 2022	Q2 2022	1
Fort Point Capital Partners LLC	1	1	0.20%	0.20%	0.20%	Q2 2019	Q2 2019	1
Derbend Asset Management	1	1	3.15%	3.15%	3.15%	Q3 2023	Q3 2023	1
SVA Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
D L CARLSON INVESTMENT GROUP INC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Blume Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Blackhawk Capital Partners LLC.	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Rathbones Group PLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Kowal Investment Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Goldstream Capital Management Ltd	1	1	0.28%	0.28%	0.28%	Q4 2021	Q4 2021	1
Willingdon Wealth Management	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Financial Gravity Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Safeguard Investment Advisory Group, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Paragon Capital Management Ltd	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Bank OZK	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Semmax Financial Advisors Inc.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Principle Wealth Partners LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Invst, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
FSA Wealth Management LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Human Investing LLC	1	1	0.31%	0.31%	0.31%	Q4 2018	Q4 2018	1
MADDEN SECURITIES Corp	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
ALTERNA WEALTH MANAGEMENT, INC	1	1	0.07%	0.07%	0.07%	Q4 2018	Q4 2018	1
Dentgroup LLC	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
LYRICAL ASSET MANAGEMENT LP	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
NEXT Financial Holdings	1	1	0.08%	0.08%	0.08%	Q1 2019	Q1 2019	1
Visionary Asset Management, Inc.	1	1	0.36%	0.36%	0.36%	Q2 2013	Q2 2013	1
VisionPoint Advisory Group, LLC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
Cooper Financial Group	1	1	0.20%	0.20%	0.20%	Q4 2020	Q4 2020	1
InterOcean Capital, LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.21%	0.21%	0.21%	Q4 2016	Q4 2016	1
Urban Wealth Management, LLC	1	1	2.24%	2.24%	2.24%	Q4 2020	Q4 2020	1
Banco BTG Pactual S.A.	1	1	0.35%	0.35%	0.35%	Q2 2023	Q2 2023	1
Treybourne Wealth Planners, Inc.	1	1	0.16%	0.16%	0.16%	Q4 2020	Q4 2020	1
Canton Hathaway, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
PNC Managed Account Solutions, Inc.	1	1	0.22%	0.22%	0.22%	Q2 2021	Q2 2021	1
Bell Rock Capital LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
FIDUCIARY MANAGEMENT INC /WI/	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
RVW Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.06%	0.06%	0.06%	Q1 2017	Q1 2017	1
Soundwatch Capital LLC	1	1	0.19%	0.19%	0.19%	Q4 2019	Q4 2019	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
GoalVest Advisory LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
CLEAR STREET MARKETS LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Cambria Investment Management, L.P.	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Gallagher Benefit Services, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Quantinno Capital Management LP	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
NBC SECURITIES, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
PRW Wealth Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1	1	3.38%	3.38%	3.38%	Q2 2022	Q2 2022	1
Wharton Business Group, LLC	1	1	0.87%	0.87%	0.87%	Q4 2022	Q4 2022	1
Naviter Wealth, LLC	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
HARRELL INVESTMENT PARTNERS, LLC	1	1	0.24%	0.24%	0.24%	Q1 2021	Q1 2021	1
CLIENT 1ST ADVISORY GROUP, LLC	1	1	0.31%	0.31%	0.31%	Q4 2019	Q4 2019	1
GUARDIAN CAPITAL ADVISORS LP	1	1	0.35%	0.35%	0.35%	Q4 2017	Q4 2017	1
FLIPPIN BRUCE & PORTER INC	1	1	0.21%	0.21%	0.21%	Q2 2016	Q2 2016	1
Questar Asset Management, Inc.	1	1	4.13%	4.13%	4.13%	Q4 2018	Q4 2018	1
New World Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Maltin Wealth Management, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
BRANDYWINE OAK PRIVATE WEALTH LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Fiera Capital Corp	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
DFPG INVESTMENTS, LLC	1	1	0.27%	0.27%	0.27%	Q1 2019	Q1 2019	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Oder Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
AJO, LP	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Apexium Financial, LP	1	1	0.56%	0.56%	0.56%	Q4 2019	Q4 2019	1
Lloyd Advisory Services, LLC.	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Strategic Wealth Investment Group, LLC	1	1	0.08%	0.08%	0.08%	Q1 2023	Q1 2023	1
DONALDSON CAPITAL MANAGEMENT, LLC	1	1	0.10%	0.10%	0.10%	Q1 2012	Q1 2012	1
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Legacy Capital Wealth Partners, LLC	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
Interchange Capital Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	1	1	0.06%	0.06%	0.06%	Q3 2019	Q3 2019	1
Apella Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2023	Q4 2023	1
AXS Investments LLC	1	1	0.15%	0.15%	0.15%	Q3 2021	Q3 2021	1
Octavia Wealth Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
MONTAGE INVESTMENTS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
ROCKLAND TRUST CO	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.32%	0.32%	0.32%	Q4 2018	Q4 2018	1
DEAN INVESTMENT ASSOCIATES, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
DB Wealth Management Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP	1	1	11.70%	11.70%	11.70%	Q3 2015	Q3 2015	1
HNP Capital LLC	1	1	4.86%	4.86%	4.86%	Q1 2020	Q1 2020	1
CPMG Inc	1	1	1.22%	1.22%	1.22%	Q1 2022	Q1 2022	1
FIRST INTERSTATE BANCSYSTEM INC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
Jacobi Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Copperwynd Financial, LLC	1	1	0.21%	0.21%	0.21%	Q4 2020	Q4 2020	1
VECTOR WEALTH MANAGEMENT, LLC	1	1	0.19%	0.19%	0.19%	Q4 2014	Q4 2014	1
IBEX WEALTH ADVISORS	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Harbour Capital Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q1 2017	Q1 2017	1
Laurel Wealth Planning LLC	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Clearwater Capital Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q1 2018	Q1 2018	1
Trek Financial, LLC	1	1	0.20%	0.20%	0.20%	Q4 2018	Q4 2018	1
Reby Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Secure Asset Management, LLC	1	1	0.10%	0.10%	0.10%	Q1 2022	Q1 2022	1
Edgemoor Investment Advisors, Inc.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Mosaic Family Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
SteelBridge Private Wealth Advisors LLC	1	1	0.60%	0.60%	0.60%	Q1 2016	Q1 2016	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	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
Cornerstone Advisory, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Jane Street Holding, LLC	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
SigFig Wealth Management, LLC	1	1	0.21%	0.21%	0.21%	Q1 2017	Q1 2017	1
Cyrus J. Lawrence, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Hutchens & Kramer Investment Management Group, LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
Coury Firm Asset Management LLC	1	1	0.31%	0.31%	0.31%	Q1 2022	Q1 2022	1
Detalus Advisors, LLC	1	1	2.79%	2.79%	2.79%	Q3 2023	Q3 2023	1
PUTNAM INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Safeguard Financial, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Well Done, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Cedar Mountain Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
WELLINGTON MANAGEMENT GROUP LLP	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Permit Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Canal Capital Management, LLC	1	1	0.94%	0.94%	0.94%	Q4 2022	Q4 2022	1
GenTrust, LLC	1	1	0.07%	0.07%	0.07%	Q3 2018	Q3 2018	1
Meridian Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
Empirical Asset Management, LLC	1	1	1.42%	1.42%	1.42%	Q4 2021	Q4 2021	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
AMERICAN NATIONAL BANK	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
Julex Capital Management, LLC	1	1	2.44%	2.44%	2.44%	Q4 2018	Q4 2018	1
SOCIETE GENERALE	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
DRAVO BAY LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Ken Stern & Associates, Inc.	1	1	0.99%	0.99%	0.99%	Q4 2015	Q4 2015	1
KCS Wealth Advisory	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Guardian Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
WBI INVESTMENTS, LLC	1	1	0.03%	0.03%	0.03%	Q3 2016	Q3 2016	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Prostatis Group LLC	1	1	3.54%	3.54%	3.54%	Q4 2019	Q4 2019	1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Laurion Capital Management LP	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Zions Bancorporation	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
PRINCETON CAPITAL MANAGEMENT INC	1	1	0.21%	0.21%	0.21%	Q4 2013	Q4 2013	1
GRAND WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TradeLink Capital LLC	1	1	7.61%	7.61%	7.61%	Q4 2016	Q4 2016	1
LANDAAS & CO /WI /ADV	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Pointe Capital Management LLC	1	1	0.88%	0.88%	0.88%	Q4 2016	Q4 2016	1
Integrated Wealth Management	1	1	0.02%	0.02%	0.02%	Q3 2016	Q3 2016	1
GIRARD PARTNERS LTD.	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
QCM Cayman, Ltd.	1	1	0.32%	0.32%	0.32%	Q4 2020	Q4 2020	1
Gupta Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Second Half Financial Partners, LLC	1	1	1.54%	1.54%	1.54%	Q2 2023	Q2 2023	1
WITTENBERG INVESTMENT MANAGEMENT, INC.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Hibernia Wealth Partners, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
ISTHMUS PARTNERS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Flaharty Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Heritage Way Advisors, LLC	1	1	0.22%	0.22%	0.22%	Q4 2016	Q4 2016	1
Clarfeld Financial Advisors, LLC	1	1	2.88%	2.88%	2.88%	Q4 2018	Q4 2018	1
Pinnacle Wealth Advisors	1	1	0.23%	0.23%	0.23%	Q2 2021	Q2 2021	1
Meredith Wealth Planning	1	1	0.18%	0.18%	0.18%	Q4 2022	Q4 2022	1
ROFFMAN MILLER ASSOCIATES INC /PA/	1	1	0.03%	0.03%	0.03%	Q2 2020	Q2 2020	1
Tradeworx Inc.	1	1	0.10%	0.10%	0.10%	Q4 2013	Q4 2013	1
Western Asset Management Company, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
TFO Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Allie Family Office LLC	1	1	0.78%	0.78%	0.78%	Q4 2021	Q4 2021	1
EFG CAPITAL INTERNATIONAL CORP.	1	1	0.12%	0.12%	0.12%	Q2 2023	Q2 2023	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
Silver Bridge Capital Management LLC	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
Analyst IMS Investment Management Services Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
GODSEY & GIBB, INC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Align Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Coppell Advisory Solutions LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
AlphaStar Capital Management, LLC	1	1	0.19%	0.19%	0.19%	Q1 2022	Q1 2022	1
NORRIS PERNE & FRENCH LLP/MI	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
LEAVELL INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2010	Q2 2010	1
Leverty Financial Group, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1	1	0.16%	0.16%	0.16%	Q1 2023	Q1 2023	1
Forward Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
HEADINVEST, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Breakwater Capital Group	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.04%	0.04%	0.04%	Q3 2016	Q3 2016	1
MPS Loria Financial Planners, LLC	1	1	0.05%	0.05%	0.05%	Q1 2021	Q1 2021	1
CORA CAPITAL ADVISORS LLC	1	1	0.14%	0.14%	0.14%	Q2 2023	Q2 2023	1
Arrow Investment Advisors, LLC	1	1	5.89%	5.89%	5.89%	Q4 2019	Q4 2019	1
DeDora Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
GW&K Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Stanford Investment Group, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2014	Q4 2014	1
Transparent Wealth Partners LLC	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
HIGHFIELDS CAPITAL MANAGEMENT LP	1	1	0.18%	0.18%	0.18%	Q3 2017	Q3 2017	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.