ISHARES TR shareholder history

Current and past ISHARES TR shareholders
	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	101
HUNTINGTON NATIONAL BANK	59	59	0.01%	0.45%	1.61%	Q1 2009	Q3 2023	64
JANE STREET GROUP, LLC	14	1	0.00%	0.02%	0.17%	Q1 2014	Q3 2023	61
Cutler Group LLC / CA	32	32	0.00%	0.00%	0.04%	Q4 2015	Q3 2023	60
MUFG Americas Holdings Corp	48	48	0.20%	0.83%	1.55%	Q4 2010	Q3 2022	48
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.45%	0.80%	Q2 2013	Q3 2023	48
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.31%	0.47%	Q2 2013	Q3 2023	48
HSBC HOLDINGS PLC	47	47	0.00%	0.01%	0.01%	Q1 2012	Q3 2023	47
MCF Advisors LLC	40	7	0.05%	0.24%	0.61%	Q4 2011	Q3 2023	47
Citadel Advisors	15	1	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	47
Zhang Financial LLC	47	47	0.04%	0.23%	0.41%	Q1 2012	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.03%	0.05%	0.07%	Q1 2012	Q3 2023	46
Tortoise Investment Management, LLC	44	44	0.02%	0.05%	0.09%	Q4 2012	Q3 2023	44
Creative Planning	42	42	0.00%	0.07%	0.21%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.30%	0.86%	1.41%	Q4 2012	Q3 2023	44
New England Private Wealth Advisors LLC	44	44	0.52%	0.72%	0.85%	Q4 2012	Q3 2023	44
Veritable, L.P.	43	43	1.32%	2.20%	2.88%	Q4 2012	Q2 2023	43
HighTower Advisors, LLC	42	42	0.01%	0.13%	0.20%	Q2 2013	Q3 2023	43
CARRET ASSET MANAGEMENT, LLC	43	43	0.17%	0.37%	0.69%	Q1 2013	Q3 2023	43
BRYN MAWR TRUST Co	43	43	0.22%	0.28%	0.36%	Q1 2013	Q3 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.00%	0.00%	0.01%	Q1 2013	Q3 2023	43
Goelzer Investment Management, Inc.	43	43	0.13%	0.24%	0.39%	Q1 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.26%	0.66%	1.14%	Q1 2013	Q3 2023	43
COMMERCE BANK	43	43	0.58%	0.92%	1.04%	Q1 2013	Q3 2023	43
FULTON BANK, N.A.	43	43	0.08%	0.30%	0.48%	Q2 2013	Q4 2023	43
Bank of New York Mellon Corp	43	43	0.01%	0.06%	0.18%	Q1 2013	Q3 2023	43
DUBUQUE BANK & TRUST CO	42	42	0.01%	0.06%	0.21%	Q2 2013	Q3 2023	42
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	42	42	0.87%	0.97%	1.12%	Q2 2013	Q3 2023	42
FOSTER DYKEMA CABOT & CO INC/MA	42	42	0.06%	0.13%	0.36%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	0.14%	1.00%	3.89%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.05%	0.10%	0.20%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	3.11%	6.01%	9.07%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.08%	0.14%	0.29%	Q2 2013	Q3 2023	42
CAPTRUST FINANCIAL ADVISORS	42	42	0.04%	0.20%	0.61%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	0.04%	0.08%	0.17%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.05%	0.13%	0.27%	Q2 2013	Q3 2023	42
AMARILLO NATIONAL BANK	42	42	1.28%	2.79%	4.89%	Q2 2013	Q3 2023	42
TRUST CO OF VIRGINIA /VA	42	42	0.53%	0.78%	0.94%	Q2 2013	Q3 2023	42
WHITE PINE CAPITAL LLC	42	42	0.00%	0.31%	0.49%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.69%	1.16%	1.72%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.03%	0.06%	0.17%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.05%	0.09%	0.19%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.15%	0.50%	1.36%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.10%	0.19%	0.28%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.14%	0.30%	0.44%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.42%	1.01%	2.12%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.05%	0.16%	0.37%	Q2 2013	Q3 2023	42
Cypress Capital Group	42	42	0.08%	0.19%	0.39%	Q2 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	0.36%	1.35%	2.67%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	7.30%	9.67%	12.49%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.11%	0.26%	0.35%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.04%	0.06%	0.09%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.07%	0.14%	0.22%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.53%	1.03%	3.27%	Q2 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.03%	0.07%	0.13%	Q2 2013	Q3 2023	42
BALDWIN BROTHERS LLC/MA	33	9	0.03%	0.04%	0.06%	Q2 2013	Q4 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
Sabal Trust CO	42	42	0.22%	0.27%	0.34%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.33%	0.69%	0.98%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.04%	0.06%	0.07%	Q2 2013	Q3 2023	42
DAVIS R M INC	42	42	0.03%	0.05%	0.09%	Q2 2013	Q3 2023	42
Financial Advisory Group	42	42	0.48%	0.65%	2.04%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.09%	0.36%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.15%	0.84%	2.24%	Q2 2013	Q3 2023	42
WEATHERLY ASSET MANAGEMENT L. P.	42	42	0.20%	0.96%	1.93%	Q2 2013	Q3 2023	42
CAMBRIDGE TRUST CO	42	42	0.03%	0.08%	0.11%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	0.06%	0.16%	0.32%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.61%	0.80%	1.04%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.03%	0.08%	0.22%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.03%	0.07%	0.12%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.05%	0.15%	0.38%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.20%	0.41%	1.36%	Q2 2013	Q3 2023	42
WASHINGTON TRUST Co	42	42	0.95%	2.54%	3.32%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.45%	0.98%	1.53%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.19%	0.24%	0.37%	Q2 2013	Q3 2023	42
FIRST NATIONAL TRUST CO	42	42	0.21%	0.35%	0.47%	Q2 2013	Q3 2023	42
Baystate Wealth Management LLC	42	42	3.58%	7.15%	12.53%	Q2 2013	Q3 2023	42
Transamerica Financial Advisors, Inc.	42	42	1.79%	3.25%	8.67%	Q2 2013	Q3 2023	42
STOCK YARDS BANK & TRUST CO	42	42	0.51%	1.44%	2.03%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.02%	0.08%	0.13%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.00%	0.07%	0.22%	Q2 2013	Q4 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.03%	0.07%	0.14%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.51%	0.70%	0.81%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.33%	0.89%	1.60%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.60%	0.98%	1.26%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.03%	0.06%	0.70%	Q2 2013	Q3 2023	42
Consolidated Investment Group LLC	42	42	0.55%	2.62%	4.83%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.03%	0.07%	0.20%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.07%	0.18%	0.29%	Q2 2013	Q3 2023	42
CULBERTSON A N & CO INC	42	42	2.42%	3.02%	3.64%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.01%	0.07%	0.16%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.01%	0.23%	0.42%	Q2 2013	Q3 2023	42
FRANKLIN RESOURCES INC	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK OF OMAHA	42	42	0.07%	0.10%	0.14%	Q2 2013	Q3 2023	42
FIRST UNITED BANK & TRUST	42	42	0.30%	1.12%	1.87%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.17%	1.16%	2.72%	Q2 2013	Q3 2023	42
1ST SOURCE BANK	42	42	0.04%	0.08%	0.15%	Q2 2013	Q3 2023	42
WEBSTER BANK, N. A.	42	42	0.15%	0.36%	0.73%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.80%	1.01%	1.21%	Q2 2013	Q3 2023	42
CENTRAL BANK & TRUST CO	42	42	0.02%	0.06%	0.13%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.03%	0.24%	0.35%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	0.24%	0.63%	1.01%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.00%	0.04%	0.22%	Q2 2013	Q3 2023	42
PROFFITT & GOODSON INC	42	42	1.86%	4.23%	6.28%	Q2 2013	Q3 2023	42
Chesley Taft & Associates LLC	42	42	0.13%	0.15%	0.17%	Q2 2013	Q3 2023	42
LOWE BROCKENBROUGH & CO INC	42	42	0.09%	0.12%	0.22%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.21%	0.39%	0.66%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	0.05%	0.06%	0.07%	Q2 2013	Q3 2023	42
SEGALL BRYANT & HAMILL, LLC	35	7	0.04%	0.05%	0.11%	Q1 2013	Q3 2023	42
MONETARY MANAGEMENT GROUP INC	42	42	0.18%	0.33%	0.43%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.05%	0.19%	0.39%	Q2 2013	Q3 2023	42
MYCIO WEALTH PARTNERS, LLC	42	42	0.37%	0.98%	2.45%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.05%	0.21%	0.45%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.01%	0.02%	0.07%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
Marquette Asset Management, LLC	42	42	0.65%	1.46%	2.08%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.03%	0.35%	Q2 2013	Q3 2023	42
THOMPSON SIEGEL & WALMSLEY LLC	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
CAPE COD FIVE CENTS SAVINGS BANK	42	42	0.05%	0.07%	0.08%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.14%	0.31%	1.13%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.47%	0.63%	0.80%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	1.62%	2.38%	3.75%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.04%	0.12%	0.20%	Q2 2013	Q3 2023	42
MOTCO	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
BRIDGES INVESTMENT MANAGEMENT INC	42	42	0.12%	0.24%	0.41%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	42
HERITAGE INVESTORS MANAGEMENT CORP	42	42	0.05%	0.08%	0.10%	Q2 2013	Q3 2023	42
Windsor Capital Management, LLC	42	42	0.18%	0.22%	0.29%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	42
LEE DANNER & BASS INC	42	42	0.03%	0.04%	0.06%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.79%	1.24%	1.79%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	27	14	0.02%	0.14%	0.44%	Q2 2013	Q3 2023	41
Hilltop Holdings Inc.	41	41	0.14%	0.47%	2.51%	Q3 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.01%	0.02%	0.05%	Q2 2013	Q2 2023	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	37	4	0.02%	0.04%	0.10%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.25%	0.67%	1.03%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.06%	0.32%	0.81%	Q3 2013	Q3 2023	41
SIGNATUREFD, LLC	39	2	0.00%	0.11%	0.27%	Q2 2013	Q3 2023	41
FIDUCIARY TRUST CO	40	1	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	41
West Oak Capital, LLC	23	18	0.10%	0.13%	0.16%	Q2 2013	Q3 2023	41
First Financial Bank - Trust Division	41	41	0.05%	0.08%	0.15%	Q4 2013	Q4 2023	41
TELEMUS CAPITAL, LLC	41	41	0.14%	0.56%	2.80%	Q3 2013	Q3 2023	41
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	41	41	0.06%	0.08%	0.10%	Q3 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.04%	0.06%	0.12%	Q2 2013	Q3 2023	41
COURIER CAPITAL LLC	24	17	0.19%	0.24%	0.26%	Q2 2013	Q3 2023	41
Horizon Investments, LLC	30	11	0.02%	0.15%	0.39%	Q2 2013	Q3 2023	41
Diversified Trust Co	37	1	0.04%	0.33%	1.84%	Q2 2013	Q4 2023	41
First Horizon Advisors, Inc.	41	41	0.08%	0.16%	0.45%	Q3 2013	Q3 2023	41
M&T BANK CORP	26	15	0.01%	0.35%	0.88%	Q2 2013	Q3 2023	41
Waverly Advisors, LLC	41	41	0.06%	0.12%	0.22%	Q3 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	41
MIDDLETON & CO INC/MA	39	2	0.34%	0.43%	0.54%	Q2 2013	Q3 2023	41
ASPIRIANT, LLC	40	1	0.06%	0.20%	0.42%	Q2 2013	Q3 2023	41
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.73%	1.55%	2.74%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.01%	0.01%	0.03%	Q3 2013	Q3 2023	41
FORVIS Wealth Advisors, LLC	41	41	0.07%	0.38%	0.97%	Q3 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	41
ALBION FINANCIAL GROUP /UT	31	10	0.28%	3.95%	6.23%	Q2 2013	Q3 2023	41
WELCH & FORBES LLC	41	41	0.02%	0.02%	0.06%	Q3 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.02%	0.09%	0.25%	Q2 2013	Q3 2023	41
North Star Investment Management Corp.	41	41	0.04%	0.06%	0.08%	Q3 2013	Q3 2023	41
CITY HOLDING CO	40	40	0.39%	0.77%	0.98%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.06%	0.22%	0.39%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.01%	0.08%	0.19%	Q2 2013	Q3 2023	40
Bollard Group LLC	40	40	0.01%	0.02%	0.16%	Q4 2013	Q3 2023	40
Oakworth Capital, Inc.	40	40	0.07%	3.99%	10.22%	Q4 2013	Q3 2023	40
Stillwater Capital Advisors, LLC	40	40	0.08%	0.34%	0.96%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.02%	0.05%	0.73%	Q4 2013	Q3 2023	40
FCA CORP /TX	40	40	0.12%	0.86%	1.82%	Q4 2013	Q3 2023	40
Gilman Hill Asset Management, LLC	40	40	0.05%	0.53%	0.87%	Q4 2013	Q3 2023	40
FDx Advisors, Inc.	32	8	0.04%	0.38%	0.74%	Q3 2013	Q3 2023	40
Parsec Financial Management, Inc.	40	40	0.15%	0.21%	0.28%	Q2 2013	Q1 2023	40
Avior Wealth Management, LLC	40	40	0.01%	0.26%	0.67%	Q4 2013	Q3 2023	40
NORTHEAST INVESTMENT MANAGEMENT	40	40	0.02%	0.02%	0.03%	Q4 2013	Q3 2023	40
Baltimore-Washington Financial Advisors, Inc.	40	40	0.34%	1.01%	1.65%	Q4 2013	Q3 2023	40
COLONY GROUP LLC	40	40	0.22%	0.78%	1.50%	Q4 2013	Q3 2023	40
Atlas Brown,Inc.	39	1	0.06%	0.37%	0.78%	Q2 2013	Q3 2023	40
Financial Architects, Inc	36	4	0.33%	0.51%	0.98%	Q2 2013	Q2 2023	40
HOLLENCREST CAPITAL MANAGEMENT	40	40	0.05%	0.25%	0.42%	Q4 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.05%	0.15%	0.29%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	1.17%	1.60%	1.94%	Q4 2013	Q3 2023	40
Thomasville National Bank	27	13	0.05%	0.08%	0.18%	Q3 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.01%	0.02%	0.06%	Q4 2013	Q4 2023	40
Harbour Capital Advisors, LLC	15	5	0.12%	0.23%	0.49%	Q2 2013	Q4 2023	40
CONNING INC.	39	39	0.06%	0.61%	1.36%	Q1 2014	Q3 2023	39
Mathes Company, Inc.	37	2	0.20%	0.43%	0.73%	Q4 2013	Q3 2023	39
WASHINGTON TRUST BANK	39	39	0.76%	1.11%	1.53%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.01%	0.04%	0.12%	Q1 2014	Q3 2023	39
CULLEN/FROST BANKERS, INC.	35	4	0.01%	0.03%	0.06%	Q4 2013	Q3 2023	39
ALLIANCEBERNSTEIN L.P.	39	39	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.32%	0.40%	0.48%	Q2 2013	Q4 2022	39
Citizens Business Bank	39	39	0.05%	3.71%	11.08%	Q1 2014	Q3 2023	39
COUNTRY TRUST BANK	39	39	0.84%	2.20%	2.87%	Q2 2014	Q4 2023	39
FAS Wealth Partners, Inc.	39	39	0.13%	0.18%	0.29%	Q1 2014	Q3 2023	39
St. Johns Investment Management Company, LLC	39	39	1.71%	2.81%	6.46%	Q1 2014	Q3 2023	39
One Capital Management, LLC	39	39	0.05%	0.31%	0.65%	Q1 2014	Q3 2023	39
Plante Moran Financial Advisors, LLC	39	39	0.01%	0.36%	0.54%	Q1 2014	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.19%	0.29%	0.69%	Q1 2014	Q3 2023	39
CHOREO, LLC	39	39	0.10%	0.35%	0.79%	Q1 2014	Q3 2023	39
Round Table Services, LLC	38	38	2.96%	5.82%	8.36%	Q2 2013	Q3 2022	38
DOWLING & YAHNKE LLC	38	38	0.08%	0.15%	0.22%	Q2 2013	Q3 2022	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.01%	0.01%	Q2 2013	Q3 2022	38
Covington Capital Management	38	38	0.01%	0.05%	0.08%	Q2 2013	Q3 2022	38
Haverford Trust Co	38	38	0.01%	0.02%	0.05%	Q2 2014	Q3 2023	38
Jefferies Group LLC	38	38	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	38
PITTENGER & ANDERSON INC	38	38	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	38
Essex Financial Services, Inc.	38	38	0.08%	0.41%	0.64%	Q2 2014	Q3 2023	38
Syntal Capital Partners, LLC	28	10	0.07%	0.22%	0.55%	Q1 2014	Q3 2023	38
Maryland Capital Management	38	38	0.02%	0.05%	0.13%	Q2 2013	Q3 2022	38
Baker Ellis Asset Management LLC	38	38	0.07%	0.09%	0.21%	Q2 2014	Q3 2023	38
Johnson Financial Group, Inc.	37	37	0.01%	0.76%	2.59%	Q3 2014	Q3 2023	37
M Holdings Securities, Inc.	31	6	0.08%	0.21%	0.39%	Q4 2013	Q2 2023	37
Stillwater Investment Management, LLC	21	16	6.92%	8.25%	9.76%	Q4 2013	Q1 2023	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.11%	0.39%	0.66%	Q2 2013	Q2 2022	37
FIRST AMERICAN TRUST, FSB	31	6	0.03%	0.10%	0.17%	Q2 2013	Q3 2023	37
Atria Investments, Inc	27	10	0.01%	0.09%	0.25%	Q2 2013	Q3 2023	37
FIRST CITIZENS BANK & TRUST CO	35	1	0.01%	0.83%	2.26%	Q2 2013	Q3 2023	36
OPTIMUM INVESTMENT ADVISORS	29	7	0.02%	0.16%	0.28%	Q3 2013	Q4 2023	36
Klingman & Associates, LLC	36	36	0.02%	0.09%	0.16%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.04%	0.09%	0.16%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.04%	0.17%	0.36%	Q4 2014	Q3 2023	36
PARTHENON LLC	36	36	0.07%	0.14%	0.23%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.07%	0.23%	0.48%	Q4 2014	Q3 2023	36
Fund Evaluation Group, LLC	25	4	0.02%	10.99%	63.82%	Q2 2013	Q3 2023	36
BENJAMIN F. EDWARDS & COMPANY, INC.	36	36	0.01%	0.07%	0.13%	Q4 2014	Q3 2023	36
BTC Capital Management, Inc.	21	15	0.23%	0.47%	0.63%	Q3 2014	Q3 2023	36
Caprock Group, LLC	36	36	0.04%	0.16%	1.11%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	0.01%	0.13%	0.57%	Q4 2014	Q3 2023	36
UBS Group AG	36	36	0.13%	0.15%	0.18%	Q4 2014	Q3 2023	36
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	16	3	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	36
BAILARD, INC.	31	5	0.07%	0.49%	0.88%	Q3 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.05%	0.13%	0.38%	Q4 2014	Q3 2023	36
WEDGEWOOD INVESTORS INC /PA/	36	36	0.27%	0.46%	0.65%	Q4 2014	Q3 2023	36
People's United Financial, Inc.	36	36	0.16%	0.34%	0.52%	Q2 2013	Q1 2022	36
Blue Chip Partners, LLC	36	36	0.02%	0.05%	0.12%	Q4 2014	Q3 2023	36
RHUMBLINE ADVISERS	15	2	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	36
Dakota Wealth Management	36	36	0.10%	0.62%	1.43%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	3.92%	5.09%	7.28%	Q4 2014	Q3 2023	36
OLD SECOND NATIONAL BANK OF AURORA	36	36	0.13%	0.16%	0.18%	Q4 2014	Q3 2023	36
Barrett Asset Management, LLC	36	36	0.01%	0.02%	0.02%	Q2 2013	Q1 2022	36
Glenview Trust Co	28	1	0.40%	1.28%	1.82%	Q4 2008	Q3 2023	36
McKinley Carter Wealth Services, Inc.	36	36	0.17%	0.65%	1.35%	Q4 2014	Q3 2023	36
REILLY FINANCIAL ADVISORS, LLC	35	35	0.01%	0.02%	0.03%	Q2 2013	Q4 2021	35
Advisory Services Network, LLC	27	8	0.00%	0.07%	0.20%	Q4 2014	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.00%	0.01%	0.02%	Q2 2013	Q4 2021	35
Chicago Partners Investment Group LLC	35	35	0.02%	0.14%	0.24%	Q1 2015	Q3 2023	35
SILVERCREST ASSET MANAGEMENT GROUP LLC	35	35	0.02%	0.03%	0.05%	Q1 2015	Q3 2023	35
OLD NATIONAL BANCORP /IN/	35	35	0.04%	0.26%	0.52%	Q1 2015	Q3 2023	35
MARKSTON INTERNATIONAL LLC	35	35	0.01%	0.04%	0.30%	Q2 2013	Q4 2021	35
Allworth Financial LP	35	35	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	35
Altavista Wealth Management, Inc.	35	35	0.11%	0.19%	0.36%	Q2 2013	Q4 2021	35
FIRST MANHATTAN CO. LLC.	35	35	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	35
Crossvault Capital Management LLC	35	35	0.17%	0.39%	0.69%	Q4 2013	Q2 2022	35
VICUS CAPITAL	23	12	0.02%	0.06%	0.11%	Q2 2014	Q2 2023	35
Busey Bank	35	35	0.03%	0.13%	0.38%	Q1 2015	Q3 2023	35
Brinker Capital Investments, LLC	27	8	0.00%	0.05%	0.16%	Q2 2013	Q4 2022	35
Hudock, Inc.	35	35	0.02%	0.04%	0.13%	Q1 2014	Q3 2022	35
Ironwood Financial, llc	31	4	0.05%	0.14%	0.45%	Q4 2014	Q3 2023	35
Brick & Kyle, Associates	20	15	0.43%	0.86%	1.37%	Q4 2014	Q3 2023	35
Perkins Coie Trust Co	35	35	0.06%	0.08%	0.11%	Q1 2015	Q3 2023	35
ROPES WEALTH ADVISORS LLC	35	35	0.46%	0.95%	2.57%	Q1 2015	Q3 2023	35
Choate Investment Advisors	20	15	0.03%	0.04%	0.07%	Q4 2014	Q3 2023	35
Alley Co LLC	35	35	0.07%	0.52%	1.17%	Q2 2013	Q4 2021	35
LINCOLN NATIONAL CORP	34	34	0.01%	0.03%	0.07%	Q2 2015	Q3 2023	34
PEOPLES FINANCIAL SERVICES CORP.	34	34	0.01%	0.01%	0.04%	Q2 2015	Q3 2023	34
Neuberger Berman Group LLC	22	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.23%	0.70%	1.44%	Q2 2013	Q3 2023	34
Pegasus Partners Ltd.	34	34	0.44%	5.09%	9.39%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.92%	1.29%	1.66%	Q2 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.28%	0.64%	1.16%	Q2 2015	Q3 2023	34
SEI INVESTMENTS CO	34	34	0.00%	0.01%	0.23%	Q4 2014	Q1 2023	34
Manchester Capital Management LLC	27	7	0.01%	0.18%	0.96%	Q2 2013	Q3 2023	34
American Research & Management Co.	20	14	0.01%	0.03%	0.09%	Q2 2013	Q3 2022	34
ELM ADVISORS, LLC	34	34	1.78%	2.45%	3.29%	Q4 2013	Q1 2022	34
TWIN FOCUS CAPITAL PARTNERS, LLC	34	34	0.27%	0.70%	1.60%	Q2 2015	Q3 2023	34
Raymond James Financial Services Advisors, Inc.	30	1	0.05%	0.17%	0.21%	Q2 2013	Q3 2023	33
Endurance Wealth Management, Inc.	33	33	0.00%	0.01%	0.02%	Q2 2015	Q2 2023	33
NAPLES GLOBAL ADVISORS, LLC	33	33	0.10%	0.26%	0.35%	Q3 2015	Q3 2023	33
SECURITY NATIONAL TRUST CO	33	33	0.05%	0.43%	0.68%	Q3 2013	Q3 2021	33
Bison Wealth, LLC	33	33	0.06%	0.20%	0.37%	Q4 2014	Q4 2022	33
SMITH, MOORE & CO.	33	33	0.08%	0.14%	0.22%	Q3 2015	Q3 2023	33
Miracle Mile Advisors, LLC	33	33	0.18%	2.48%	6.48%	Q3 2015	Q3 2023	33
BADGLEY PHELPS & BELL INC	33	33	0.32%	0.64%	1.29%	Q2 2013	Q2 2021	33
FOUNDERS FINANCIAL SECURITIES LLC	33	33	0.17%	0.40%	0.72%	Q3 2015	Q3 2023	33
Colorado Capital Management, Inc.	32	32	0.21%	0.30%	0.38%	Q4 2015	Q3 2023	32
LGL PARTNERS, LLC	32	32	0.08%	0.21%	0.40%	Q4 2015	Q3 2023	32
CIM, LLC	32	32	0.12%	0.25%	0.57%	Q1 2015	Q4 2022	32
MARTIN & CO INC /TN/	26	6	0.07%	0.98%	2.59%	Q2 2013	Q2 2021	32
WATERS PARKERSON & CO., LLC	32	32	0.05%	0.09%	0.11%	Q4 2015	Q3 2023	32
Argent Trust Co	32	32	0.12%	0.27%	0.45%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
UMB Bank, n.a.	32	32	0.49%	0.88%	1.33%	Q4 2015	Q3 2023	32
ARROW FINANCIAL CORP	32	32	0.02%	0.13%	0.25%	Q4 2015	Q3 2023	32
PEOPLES BANK /OH	32	32	1.15%	1.80%	2.90%	Q4 2015	Q3 2023	32
Domani Wealth, LLC	17	15	0.07%	0.58%	1.51%	Q1 2015	Q1 2023	32
Bristlecone Advisors, LLC	32	32	1.28%	2.26%	3.56%	Q4 2015	Q3 2023	32
HMS Capital Management, LLC	25	25	0.20%	0.57%	1.53%	Q3 2017	Q3 2023	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.17%	0.26%	0.39%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.07%	0.18%	0.32%	Q4 2015	Q3 2023	32
BBVA USA Bancshares, Inc.	32	32	2.70%	4.28%	5.19%	Q2 2013	Q1 2021	32
PACIFIC FINANCIAL GROUP INC	20	1	0.04%	0.60%	7.35%	Q2 2013	Q3 2023	32
Capital Directions Investment Advisors, LLC	25	7	0.02%	0.03%	0.15%	Q2 2013	Q4 2022	32
Gradient Investments LLC	17	1	0.00%	0.15%	0.83%	Q2 2013	Q3 2023	32
Schneider Downs Wealth Management Advisors, LP	32	32	1.69%	3.82%	9.78%	Q4 2015	Q3 2023	32
JFS WEALTH ADVISORS, LLC	32	32	0.05%	0.08%	0.14%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.08%	0.73%	2.07%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.00%	0.00%	0.01%	Q1 2016	Q4 2023	32
IFP Advisors, Inc	17	14	0.00%	0.06%	0.22%	Q4 2015	Q3 2023	31
Bouchey Financial Group Ltd	19	12	0.04%	0.22%	2.04%	Q4 2013	Q3 2023	31
M&R CAPITAL MANAGEMENT INC	31	31	0.00%	0.00%	0.01%	Q2 2016	Q4 2023	31
IBERIABANK CORP	31	31	0.29%	0.56%	1.12%	Q4 2012	Q2 2020	31
EP Wealth Advisors, LLC	31	31	0.02%	0.04%	0.16%	Q1 2016	Q3 2023	31
Dorsey & Whitney Trust CO LLC	15	1	0.03%	0.11%	0.19%	Q2 2013	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.06%	0.17%	0.34%	Q1 2016	Q3 2023	31
Simmons Bank	31	31	0.10%	0.17%	0.28%	Q1 2016	Q3 2023	31
Rehmann Capital Advisory Group	15	2	0.03%	0.07%	0.18%	Q4 2009	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	0.57%	0.82%	1.55%	Q1 2014	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	1.30%	1.69%	2.84%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.10%	0.15%	0.22%	Q1 2016	Q3 2023	31
Intersect Capital LLC	31	31	0.53%	0.90%	1.31%	Q4 2014	Q2 2022	31
RKL Wealth Management LLC	30	30	0.08%	0.15%	0.40%	Q2 2016	Q3 2023	30
MONETA GROUP INVESTMENT ADVISORS LLC	29	1	0.03%	0.06%	0.14%	Q3 2015	Q3 2023	30
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO	17	13	0.05%	0.09%	0.13%	Q2 2013	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.02%	0.06%	0.34%	Q2 2013	Q3 2020	30
Horan Securities, Inc.	22	8	0.28%	1.31%	5.91%	Q1 2016	Q3 2023	30
Montecito Bank & Trust	30	30	0.31%	0.53%	1.04%	Q3 2016	Q4 2023	30
CPWM, LLC	29	1	0.04%	0.30%	0.94%	Q4 2011	Q3 2022	30
CAMPBELL NEWMAN ASSET MANAGEMENT INC	30	30	0.08%	0.13%	0.17%	Q2 2016	Q3 2023	30
WADE G W & INC	30	30	0.02%	0.04%	0.08%	Q2 2016	Q3 2023	30
ALPHA WINDWARD LLC	30	30	3.95%	4.96%	7.15%	Q2 2013	Q3 2020	30
ADIRONDACK TRUST CO	30	30	0.05%	0.10%	0.13%	Q2 2016	Q3 2023	30
ORRSTOWN FINANCIAL SERVICES INC	30	30	0.05%	0.52%	3.28%	Q4 2014	Q1 2022	30
Occidental Asset Management, LLC	30	30	0.27%	0.44%	1.00%	Q2 2016	Q3 2023	30
BNP PARIBAS FINANCIAL MARKETS	26	1	0.00%	0.03%	0.10%	Q1 2015	Q3 2023	30
MASON STREET ADVISORS, LLC	30	30	0.02%	0.11%	0.45%	Q2 2013	Q3 2020	30
ALERUS FINANCIAL NA	30	30	1.41%	2.53%	3.72%	Q2 2016	Q3 2023	30
Hirtle Callaghan & Co LLC	16	5	0.00%	0.07%	0.34%	Q3 2013	Q2 2023	29
First PREMIER Bank	29	29	0.01%	0.09%	0.18%	Q3 2016	Q3 2023	29
Parkside Financial Bank & Trust	21	2	0.00%	0.02%	0.21%	Q2 2013	Q3 2023	29
Parallax Volatility Advisers, L.P.	21	2	0.00%	0.00%	0.00%	Q3 2013	Q2 2019	29
Cassaday & Co Inc.	29	29	0.04%	0.17%	0.41%	Q4 2014	Q4 2021	29
Aspen Investment Management Inc	16	1	0.12%	0.18%	0.25%	Q4 2013	Q2 2023	29
MACROVIEW INVESTMENT MANAGEMENT LLC	29	29	0.02%	0.37%	1.45%	Q3 2016	Q3 2023	29
NEXT Financial Group, Inc	16	13	0.04%	0.08%	0.16%	Q3 2014	Q4 2021	29
Joel Isaacson & Co., LLC	17	12	0.02%	0.02%	0.06%	Q4 2012	Q3 2023	29
GREENLEAF TRUST	29	29	0.01%	0.02%	0.06%	Q3 2016	Q3 2023	29
BUCKINGHAM STRATEGIC WEALTH, LLC	28	1	0.03%	0.16%	0.55%	Q1 2016	Q3 2023	29
FIRST MERCHANTS CORP	27	2	0.12%	0.67%	1.64%	Q2 2015	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	29
Strategic Wealth Partners Group, LLC	20	9	0.01%	0.18%	0.42%	Q2 2016	Q3 2023	29
Catalyst Capital Advisors LLC	29	29	1.39%	3.31%	4.70%	Q3 2016	Q3 2023	29
CWM, LLC	19	1	0.00%	0.01%	0.09%	Q4 2014	Q3 2023	28
PARAMETRIC PORTFOLIO ASSOCIATES LLC	28	28	0.00%	0.01%	0.01%	Q2 2015	Q1 2022	28
APPLETON PARTNERS INC/MA	28	28	0.16%	0.22%	0.28%	Q1 2017	Q4 2023	28
Clearstead Advisors, LLC	28	28	0.52%	0.80%	0.94%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.04%	0.19%	0.33%	Q4 2016	Q3 2023	28
HOWLAND CAPITAL MANAGEMENT LLC	13	7	0.01%	0.02%	0.03%	Q3 2013	Q3 2023	28
PHILADELPHIA TRUST CO	28	28	0.03%	0.06%	0.12%	Q4 2016	Q3 2023	28
PRINCIPAL FINANCIAL GROUP INC	25	1	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	28
WEST PACES ADVISORS INC.	28	28	0.33%	0.41%	0.51%	Q4 2016	Q3 2023	28
FLPUTNAM INVESTMENT MANAGEMENT CO	25	3	0.02%	0.04%	0.08%	Q3 2016	Q3 2023	28
Millburn Ridgefield Corp	28	28	1.61%	4.60%	7.86%	Q4 2016	Q3 2023	28
Ullmann Wealth Partners Group, LLC	28	28	0.20%	1.48%	3.83%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.22%	0.32%	0.48%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.09%	0.21%	0.76%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.18%	0.38%	0.57%	Q4 2016	Q3 2023	28
Hapanowicz & Associates Financial Services, Inc	28	28	0.60%	0.81%	1.25%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.16%	0.53%	1.23%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.39%	0.70%	0.97%	Q4 2016	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.59%	3.55%	9.55%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.02%	0.06%	0.09%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.02%	0.04%	0.07%	Q4 2016	Q3 2023	28
REDW Wealth LLC	28	28	0.15%	0.26%	0.47%	Q4 2016	Q3 2023	28
Gilbert & Cook, Inc.	28	28	9.04%	10.55%	11.84%	Q4 2016	Q3 2023	28
Cornerstone Wealth Management, LLC	25	3	0.03%	0.12%	0.32%	Q3 2016	Q3 2023	28
Kalos Management, Inc.	15	3	0.02%	0.47%	1.23%	Q4 2015	Q2 2023	28
TOMPKINS FINANCIAL CORP	13	5	0.00%	0.09%	0.16%	Q3 2013	Q4 2023	28
Elgethun Capital Management	28	28	0.74%	1.10%	1.56%	Q4 2016	Q3 2023	28
NewEdge Advisors, LLC	28	28	0.01%	0.11%	0.55%	Q4 2016	Q3 2023	28
Mercer Capital Advisers, Inc.	28	28	0.20%	0.23%	0.26%	Q4 2014	Q3 2021	28
D. SCOTT NEAL, INC.	18	10	0.07%	1.06%	8.46%	Q4 2015	Q3 2023	28
ZEKE CAPITAL ADVISORS, LLC	28	28	0.02%	0.08%	0.26%	Q1 2016	Q4 2022	28
Perigon Wealth Management, LLC	20	1	0.01%	0.11%	0.29%	Q3 2011	Q3 2023	28
Madden Advisory Services, Inc.	21	3	0.26%	2.16%	3.08%	Q4 2013	Q1 2022	28
Conservest Capital Advisors, Inc.	27	27	0.36%	0.53%	0.65%	Q1 2017	Q3 2023	27
BARCLAYS PLC	21	3	0.00%	0.00%	0.01%	Q2 2013	Q3 2021	27
Pacific Center for Financial Services	24	3	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	27
Flaharty Asset Management, LLC	27	27	0.04%	0.29%	4.05%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.05%	0.11%	0.36%	Q2 2013	Q4 2019	27
RWA WEALTH PARTNERS, LLC	27	27	0.07%	0.37%	0.61%	Q1 2017	Q3 2023	27
Meridian Wealth Management, LLC	18	9	0.08%	0.18%	0.27%	Q4 2016	Q3 2023	27
Highland Private Wealth Management	18	9	0.17%	0.83%	3.95%	Q4 2015	Q3 2022	27
Sargent Bickham Lagudis LLC	27	27	0.01%	0.02%	0.05%	Q2 2016	Q4 2022	27
Maple Capital Management, Inc.	27	27	0.09%	0.12%	0.13%	Q2 2013	Q4 2019	27
Paracle Advisors, LLC	27	27	0.21%	1.01%	2.25%	Q3 2014	Q1 2021	27
Steward Partners Investment Advisory, LLC	27	27	0.01%	0.52%	1.06%	Q1 2017	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.01%	0.03%	0.19%	Q4 2016	Q3 2023	27
PRIVATE MANAGEMENT GROUP INC	27	27	0.05%	0.09%	0.12%	Q1 2017	Q3 2023	27
Tower Research Capital LLC (TRC)	8	1	0.00%	0.20%	2.30%	Q3 2014	Q3 2023	27
Truepoint, Inc.	12	7	0.01%	0.03%	0.07%	Q4 2015	Q3 2023	27
Community Bank of Raymore	14	13	0.07%	0.10%	0.15%	Q4 2016	Q3 2023	27
Continuum Advisory, LLC	27	27	0.14%	0.85%	1.81%	Q1 2017	Q3 2023	27
MAIRS & POWER INC	17	4	0.00%	0.01%	0.01%	Q3 2013	Q1 2022	27
CIBC BANK USA	27	27	0.71%	5.33%	8.00%	Q2 2013	Q4 2019	27
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	16	10	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	26
Cerity Partners LLC	25	1	0.08%	0.26%	0.75%	Q1 2017	Q3 2023	26
Asset Dedication, LLC	12	2	0.00%	0.01%	0.15%	Q4 2015	Q3 2023	26
AXA S.A.	26	26	0.00%	0.00%	0.00%	Q2 2013	Q3 2019	26
Roundview Capital LLC	26	26	0.10%	0.14%	0.21%	Q2 2017	Q3 2023	26
Lenox Wealth Advisors, LLC	21	1	0.00%	0.04%	0.10%	Q4 2013	Q1 2022	26
DAVENPORT & Co LLC	21	1	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	26
Snowden Capital Advisors LLC	10	3	0.01%	0.03%	0.08%	Q1 2016	Q3 2023	26
Segment Wealth Management, LLC	26	26	0.04%	0.07%	0.19%	Q2 2017	Q3 2023	26
WOLVERINE TRADING, LLC	4	1	0.00%	0.00%	0.01%	Q4 2016	Q4 2021	26
AFT, FORSYTH & COMPANY, INC.	24	2	1.26%	1.51%	1.84%	Q2 2013	Q3 2023	26
UBS ASSET MANAGEMENT AMERICAS INC	26	26	0.00%	0.00%	0.00%	Q2 2013	Q3 2019	26
Boston Trust Walden Corp	26	26	0.00%	0.01%	0.02%	Q2 2017	Q3 2023	26
Israel Discount Bank of New York	17	9	1.94%	2.92%	4.28%	Q1 2017	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.06%	0.32%	0.96%	Q2 2017	Q3 2023	26
Sage Capital Advisors,llc	26	26	0.24%	0.65%	1.28%	Q2 2017	Q3 2023	26
Aristotle Capital Boston, LLC	26	26	0.08%	0.31%	0.61%	Q2 2017	Q3 2023	26
MILLENNIUM MANAGEMENT LLC	13	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	26
Frontier Wealth Management LLC	18	8	0.01%	0.06%	0.09%	Q4 2015	Q2 2022	26
Rinet Co LLC	26	26	0.13%	0.23%	0.47%	Q2 2015	Q3 2021	26
SUNTRUST BANKS INC	26	26	0.18%	0.66%	1.17%	Q2 2013	Q3 2019	26
Vivaldi Capital Management LP	25	1	0.00%	0.55%	2.38%	Q1 2017	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.16%	0.34%	1.37%	Q2 2017	Q3 2023	26
Fiduciary Trust Co International of Pennsylvania	21	1	1.74%	2.27%	2.80%	Q2 2013	Q1 2020	26
B. Riley Wealth Advisors, Inc.	14	1	0.01%	0.07%	0.22%	Q2 2013	Q3 2023	26
Simplicity Solutions, LLC	20	1	0.01%	0.13%	0.28%	Q4 2015	Q3 2023	26
BLB&B Advisors, LLC	25	25	0.03%	0.05%	0.06%	Q3 2017	Q3 2023	25
MONROE BANK & TRUST/MI	25	25	0.21%	0.37%	0.63%	Q2 2013	Q2 2019	25
YorkBridge Wealth Partners, LLC	25	25	0.53%	0.82%	1.36%	Q4 2016	Q4 2022	25
TIAA, FSB	25	25	1.52%	1.95%	3.06%	Q2 2017	Q2 2023	25
Grove Bank & Trust	25	25	0.36%	0.47%	0.61%	Q3 2017	Q3 2023	25
Modera Wealth Management, LLC	25	25	0.03%	0.07%	0.11%	Q3 2017	Q3 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.48%	1.06%	2.15%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.07%	0.14%	0.50%	Q3 2017	Q3 2023	25
NATIXIS ADVISORS, L.P.	20	5	0.00%	0.02%	0.22%	Q2 2013	Q3 2023	25
Alexandria Capital, LLC	25	25	0.04%	0.10%	0.20%	Q2 2013	Q2 2019	25
SMITH CHAS P & ASSOCIATES PA CPAS	12	1	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	25
Capital Investment Advisors, LLC	15	2	0.01%	0.01%	0.02%	Q2 2014	Q4 2023	25
Confluence Wealth Management LLC	25	25	0.37%	2.62%	4.07%	Q3 2014	Q3 2020	25
Westwind Capital	25	25	0.03%	0.04%	0.07%	Q4 2017	Q4 2023	25
BDO Wealth Advisors, LLC	25	25	0.04%	0.06%	0.09%	Q2 2017	Q2 2023	25
AUA CAPITAL MANAGEMENT, LLC	25	25	0.04%	0.06%	0.11%	Q4 2016	Q4 2022	25
CHURCHILL MANAGEMENT Corp	13	11	0.05%	0.14%	0.34%	Q2 2013	Q4 2019	24
BerganKDV Wealth Management, LLC	24	24	0.03%	0.06%	0.13%	Q3 2017	Q2 2023	24
CNB Bank	24	24	0.02%	0.07%	0.26%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.03%	0.06%	Q4 2017	Q3 2023	24
RETIREMENT INCOME SOLUTIONS, INC	24	24	0.16%	0.46%	0.71%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.01%	0.94%	1.86%	Q4 2017	Q3 2023	24
TRUST DEPARTMENT MB FINANCIAL BANK N A	24	24	0.00%	0.04%	0.09%	Q2 2013	Q1 2019	24
Biltmore Family Office, LLC	24	24	0.06%	0.17%	0.35%	Q4 2017	Q3 2023	24
NVWM, LLC	24	24	0.01%	0.64%	1.55%	Q4 2017	Q3 2023	24
USCA RIA LLC	24	24	0.03%	0.05%	0.07%	Q3 2014	Q2 2020	24
Fragasso Group Inc.	13	2	0.02%	3.58%	10.34%	Q4 2016	Q4 2023	24
Ledyard National Bank	22	1	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	24
Valmark Advisers, Inc.	24	24	0.02%	0.02%	0.03%	Q4 2017	Q3 2023	24
Corient Capital Partners, LLC	24	24	0.05%	0.16%	0.25%	Q3 2016	Q2 2022	24
Columbia Asset Management	18	6	0.14%	0.24%	0.35%	Q3 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.03%	0.05%	0.07%	Q4 2017	Q3 2023	24
UNITED BANK	24	24	0.09%	0.13%	0.29%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.14%	0.19%	0.28%	Q4 2017	Q3 2023	24
Ellenbecker Investment Group	24	24	0.47%	0.90%	1.86%	Q4 2017	Q3 2023	24
Prospera Financial Services Inc	18	6	0.04%	0.07%	0.12%	Q2 2017	Q3 2023	24
Narwhal Capital Management	12	6	0.06%	0.10%	0.14%	Q2 2013	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	0.38%	0.48%	0.58%	Q4 2015	Q3 2021	24
Sequoia Financial Advisors, LLC	24	24	0.02%	0.05%	0.10%	Q4 2017	Q3 2023	24
WINTRUST INVESTMENTS LLC	11	6	0.03%	0.11%	0.36%	Q1 2017	Q3 2023	24
PINNACLE FINANCIAL PARTNERS INC	23	1	0.00%	0.09%	0.15%	Q2 2017	Q3 2023	24
EARNEST PARTNERS LLC	9	1	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.10%	0.30%	1.20%	Q4 2017	Q3 2023	24
LifePlan Financial Group, Inc	19	1	0.09%	0.21%	0.30%	Q2 2013	Q3 2020	24
Rossmore Private Capital	24	24	0.92%	1.45%	3.64%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.04%	0.05%	0.07%	Q4 2017	Q3 2023	24
LAKE STREET ADVISORS GROUP, LLC	24	24	0.07%	0.14%	0.37%	Q4 2017	Q3 2023	24
RMB Capital Management, LLC	24	24	0.09%	0.10%	0.13%	Q4 2017	Q3 2023	24
Ballew Advisors, Inc	24	24	0.18%	0.54%	0.92%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.08%	0.10%	0.14%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.02%	0.06%	0.21%	Q4 2017	Q3 2023	24
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	19	4	0.00%	0.08%	0.15%	Q2 2013	Q3 2023	23
First Personal Financial Services	21	2	0.01%	0.05%	0.09%	Q4 2016	Q3 2023	23
Bangor Savings Bank	23	23	0.04%	0.05%	0.06%	Q1 2018	Q3 2023	23
Alpha Omega Wealth Management LLC	17	6	0.03%	0.13%	0.22%	Q4 2015	Q3 2021	23
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	23	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	23
OneDigital Investment Advisors LLC	19	4	0.01%	0.03%	0.07%	Q2 2017	Q3 2023	23
Ironwood Wealth Management, LLC.	22	1	0.15%	0.36%	0.65%	Q3 2017	Q3 2023	23
Capital Analysts, LLC	16	1	0.00%	0.00%	0.02%	Q2 2016	Q3 2023	23
Northeast Financial Consultants Inc	19	4	0.03%	0.05%	0.15%	Q4 2017	Q3 2023	23
Legacy Advisors, LLC	23	23	0.03%	0.29%	2.01%	Q1 2018	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.43%	0.61%	0.90%	Q2 2013	Q1 2019	23
FIDUCIENT ADVISORS LLC	23	23	0.05%	0.55%	2.31%	Q1 2018	Q3 2023	23
Financial Advocates Investment Management	14	9	0.02%	0.03%	0.04%	Q4 2017	Q3 2023	23
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	10	3	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	23
Chesapeake Wealth Management	23	23	1.34%	1.85%	2.21%	Q1 2018	Q3 2023	23
OXFORD FINANCIAL GROUP, LTD. LLC	23	23	0.09%	0.20%	0.44%	Q1 2018	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.17%	0.22%	0.33%	Q4 2017	Q2 2023	23
Prime Capital Investment Advisors, LLC	19	4	0.02%	0.05%	0.21%	Q4 2017	Q3 2023	23
Avidian Wealth Solutions, LLC	20	1	0.20%	0.62%	1.38%	Q2 2014	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.00%	0.05%	0.15%	Q1 2018	Q3 2023	23
1834 INVESTMENT ADVISORS CO	19	4	0.02%	0.03%	0.03%	Q4 2017	Q3 2023	23
Sageworth Trust Co	21	2	0.01%	0.07%	0.24%	Q4 2014	Q1 2023	23
PFS INVESTMENTS INC.	23	23	0.11%	0.34%	0.62%	Q4 2017	Q2 2023	23
TCTC Holdings, LLC	14	1	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	23
ZACKS INVESTMENT MANAGEMENT	12	1	0.01%	0.04%	0.18%	Q4 2014	Q3 2023	23
S&CO INC	23	23	0.04%	0.05%	0.06%	Q1 2018	Q3 2023	23
PINNACLE ASSOCIATES LTD	18	2	0.00%	0.02%	0.04%	Q2 2017	Q3 2023	23
LCNB CORP	21	2	0.46%	0.63%	1.12%	Q4 2017	Q3 2023	23
ROCKY MOUNTAIN ADVISERS, LLC	23	23	0.01%	0.02%	0.08%	Q1 2018	Q3 2023	23
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	5	0.00%	0.02%	0.04%	Q3 2013	Q2 2021	22
Voya Financial Advisors, Inc.	22	22	0.03%	0.09%	0.22%	Q4 2015	Q1 2021	22
FIRST MIDWEST BANK TRUST DIVISION	20	2	0.14%	0.48%	1.20%	Q1 2016	Q4 2021	22
GERMAN AMERICAN BANCORP, INC.	22	22	7.86%	8.66%	9.48%	Q2 2018	Q3 2023	22
Integrated Wealth Concepts LLC	14	8	0.02%	0.05%	0.15%	Q1 2018	Q3 2023	22
Atlantic Union Bankshares Corp	19	3	0.03%	3.67%	6.95%	Q1 2018	Q3 2023	22
SFMG, LLC	21	1	0.02%	0.05%	0.08%	Q1 2015	Q3 2023	22
Legacy Financial Advisors, Inc.	13	9	0.07%	0.15%	0.20%	Q4 2017	Q3 2023	22
RAND WEALTH, LLC	22	22	0.05%	0.09%	0.14%	Q2 2013	Q3 2018	22
Wealthcare Advisory Partners LLC	12	1	0.01%	0.02%	0.04%	Q2 2017	Q3 2023	22
Certified Advisory Corp	11	11	0.01%	0.28%	0.84%	Q4 2017	Q3 2023	22
NorthRock Partners, LLC	17	5	0.03%	0.16%	1.44%	Q4 2016	Q3 2023	22
STEEL GROVE CAPITAL ADVISORS, LLC	16	6	0.35%	0.47%	0.60%	Q2 2013	Q4 2018	22
AllSquare Wealth Management LLC	22	22	0.01%	0.05%	0.22%	Q2 2018	Q3 2023	22
STATE STREET CORP	22	22	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	22
Bank Pictet & Cie (Europe) AG	22	22	0.02%	0.08%	0.40%	Q1 2015	Q2 2020	22
TIEDEMANN ADVISORS, LLC	18	4	0.01%	0.07%	0.11%	Q1 2018	Q3 2023	22
TWO SIGMA SECURITIES, LLC	5	1	0.00%	0.03%	0.24%	Q3 2016	Q3 2023	22
CREDIT SUISSE AG/	14	1	0.00%	0.02%	0.32%	Q1 2013	Q4 2022	22
Regal Wealth Group, Inc.	22	22	0.04%	0.04%	0.06%	Q4 2015	Q1 2021	22
Brand Asset Management Group, Inc.	22	22	0.17%	0.20%	0.22%	Q2 2018	Q3 2023	22
Pathway Financial Advisors LLC	14	8	0.42%	0.74%	1.00%	Q4 2017	Q3 2023	22
SCOTIA CAPITAL INC.	14	1	0.00%	0.01%	0.03%	Q1 2016	Q2 2023	21
PRUDENTIAL FINANCIAL INC	21	21	0.00%	0.00%	0.01%	Q3 2018	Q3 2023	21
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	14	1	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	21
Laurel Wealth Advisors, Inc.	21	21	0.06%	0.22%	0.47%	Q4 2017	Q4 2022	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.55%	0.65%	0.80%	Q4 2017	Q4 2022	21
Windsor Wealth Management, Inc.	18	3	0.05%	0.29%	0.70%	Q4 2017	Q3 2023	21
TCI Wealth Advisors, Inc.	17	1	0.00%	0.02%	0.05%	Q4 2014	Q3 2023	21
SCHRODER INVESTMENT MANAGEMENT GROUP	12	4	0.00%	0.01%	0.03%	Q2 2013	Q1 2019	21
FIRST COMMONWEALTH FINANCIAL CORP /PA/	21	21	0.27%	0.98%	1.81%	Q3 2018	Q3 2023	21
Calamos Wealth Management LLC	21	21	0.03%	0.10%	0.14%	Q3 2018	Q3 2023	21
BB&T SECURITIES, LLC	21	21	0.01%	0.04%	0.13%	Q3 2014	Q3 2019	21
Holistic Financial Partners	14	2	0.10%	0.22%	0.28%	Q4 2017	Q3 2023	21
CATAWBA CAPITAL MANAGEMENT /VA	21	21	0.14%	0.18%	0.22%	Q2 2013	Q2 2018	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.01%	0.17%	0.63%	Q3 2018	Q3 2023	21
E&G Advisors, LP	21	21	0.12%	0.13%	0.16%	Q3 2018	Q3 2023	21
Fiera Capital Corp	20	1	0.00%	0.02%	0.03%	Q2 2018	Q3 2023	21
Smith & Howard Wealth Management, LLC	20	1	0.00%	0.48%	0.92%	Q3 2017	Q3 2023	21
Fulcrum Capital LLC	11	10	0.50%	1.51%	3.25%	Q4 2017	Q3 2023	21
Dynamic Advisor Solutions LLC	19	2	0.04%	0.07%	0.10%	Q2 2018	Q3 2023	21
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	12	1	0.02%	0.03%	0.15%	Q1 2014	Q1 2023	21
Pinnacle Bancorp, Inc.	20	1	0.05%	0.19%	0.28%	Q1 2017	Q3 2023	21
AE Wealth Management LLC	21	21	0.02%	0.19%	0.31%	Q3 2018	Q3 2023	21
CIBC WORLD MARKET INC.	12	1	0.00%	0.00%	0.02%	Q4 2014	Q4 2022	21
Neumann Capital Management, LLC	21	21	0.14%	0.19%	0.23%	Q1 2018	Q1 2023	21
Starfire Investment Advisers, Inc.	11	10	0.15%	0.26%	0.32%	Q1 2015	Q2 2020	21
Willow Creek Wealth Management Inc.	14	3	0.04%	0.09%	0.13%	Q1 2018	Q3 2023	21
Private Portfolio Partners LLC	20	20	0.27%	0.43%	0.72%	Q4 2018	Q3 2023	20
VAUGHAN DAVID INVESTMENTS LLC/IL	17	1	0.01%	0.01%	0.02%	Q3 2016	Q3 2023	20
FULTON BREAKEFIELD BROENNIMAN LLC	20	20	0.16%	0.21%	0.30%	Q4 2018	Q3 2023	20
Country Club Trust Company, n.a.	20	20	0.03%	0.18%	0.38%	Q1 2017	Q4 2021	20
Covenant Partners, LLC	20	20	0.08%	0.11%	0.13%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.91%	2.60%	7.63%	Q4 2018	Q3 2023	20
Phocas Financial Corp.	20	20	0.03%	0.12%	0.30%	Q4 2017	Q3 2022	20
HM Capital Management, LLC	20	20	0.16%	0.45%	0.62%	Q2 2014	Q1 2019	20
MARINER INDEPENDENT ADVISOR NETWORK, LLC	16	1	0.05%	0.23%	0.82%	Q3 2015	Q3 2022	20
Huntington Steele LLC	20	20	1.31%	1.50%	1.72%	Q2 2013	Q1 2018	20
Heritage Wealth Advisors	20	20	0.01%	0.08%	0.21%	Q4 2018	Q3 2023	20
Riverview Trust Co	20	20	0.02%	0.05%	0.21%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.02%	0.04%	0.06%	Q4 2013	Q3 2018	20
FinTrust Capital Advisors, LLC	20	20	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	20
Roble, Belko & Company, Inc	20	20	0.03%	0.08%	0.10%	Q4 2018	Q3 2023	20
Fiduciary Group LLC	18	2	0.04%	0.08%	0.10%	Q2 2018	Q3 2023	20
Lido Advisors, LLC	12	1	0.00%	0.05%	0.15%	Q1 2017	Q3 2023	20
FFT WEALTH MANAGEMENT LLC	17	3	0.60%	1.29%	2.97%	Q4 2016	Q3 2023	20
Capital Investment Advisory Services, LLC	20	20	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	20
StrategIQ Financial Group, LLC	19	1	0.04%	0.08%	0.14%	Q3 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.02%	0.03%	0.05%	Q4 2015	Q3 2020	20
Cribstone Capital Management, LLC	17	3	0.00%	0.01%	0.02%	Q2 2016	Q4 2022	20
Legacy Bridge, LLC	20	20	0.75%	0.96%	1.25%	Q4 2018	Q3 2023	20
Broadview Financial Management, LLC	20	20	0.33%	0.47%	0.56%	Q4 2018	Q3 2023	20
CAMG Solamere Management, LLC	20	20	0.54%	1.48%	3.28%	Q4 2016	Q3 2021	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.00%	0.01%	0.02%	Q4 2017	Q4 2022	20
Financial Partners Group, Inc	20	20	0.26%	0.85%	2.44%	Q4 2018	Q3 2023	20
Farmers & Merchants Trust Co of Long Beach	20	20	0.23%	0.42%	0.67%	Q4 2018	Q3 2023	20
Providence Wealth Advisors, LLC	20	20	0.23%	0.26%	0.28%	Q2 2018	Q1 2023	20
Vectors Research Management, LLC	20	20	0.06%	0.22%	0.43%	Q3 2018	Q2 2023	20
Essex Savings Bank	20	20	0.05%	0.17%	0.22%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.03%	0.04%	0.04%	Q4 2018	Q3 2023	20
Full Sail Capital, LLC	20	20	0.64%	1.18%	2.02%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.01%	0.04%	0.08%	Q4 2018	Q3 2023	20
Compton Wealth Advisory Group, LLC	20	20	0.56%	2.27%	4.70%	Q4 2018	Q3 2023	20
Cynosure Group, LLC	20	20	0.37%	0.94%	1.68%	Q4 2018	Q3 2023	20
Bernardo Wealth Planning LLC	20	20	0.13%	0.43%	1.62%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.20%	0.40%	0.62%	Q4 2018	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	0.21%	0.56%	1.35%	Q4 2018	Q3 2023	20
RESTON WEALTH MANAGEMENT LLC	20	20	0.23%	0.31%	0.46%	Q4 2018	Q3 2023	20
GYL FINANCIAL SYNERGIES, LLC	20	20	0.04%	0.13%	0.20%	Q4 2018	Q3 2023	20
Kingsview Wealth Management, LLC	14	6	0.05%	0.06%	0.10%	Q3 2018	Q3 2023	20
JSF Financial, LLC	20	20	1.29%	7.99%	16.65%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.14%	0.21%	0.33%	Q4 2017	Q3 2022	20
HANCOCK WHITNEY CORP	18	2	0.01%	0.02%	0.02%	Q1 2015	Q3 2023	20
ANCHOR CAPITAL ADVISORS LLC	14	1	0.01%	0.05%	0.22%	Q4 2014	Q3 2023	20
BAHL & GAYNOR INC	20	20	0.01%	0.01%	0.01%	Q2 2013	Q1 2018	20
COMERICA SECURITIES,INC.	19	19	0.70%	0.83%	1.03%	Q1 2019	Q3 2023	19
Archer Investment Corp	10	9	0.01%	0.06%	0.12%	Q4 2018	Q3 2023	19
Rikoon Group, LLC	19	19	0.36%	0.41%	0.51%	Q3 2016	Q1 2021	19
Western Wealth Management, LLC	11	8	0.02%	0.05%	0.07%	Q4 2018	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.01%	0.05%	0.10%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.06%	0.11%	0.17%	Q1 2019	Q3 2023	19
CHEMICAL BANK	19	19	0.05%	0.07%	0.10%	Q4 2014	Q2 2019	19
Beacon Pointe Advisors, LLC	19	19	0.09%	0.15%	0.21%	Q1 2019	Q3 2023	19
Estate Counselors, LLC	19	19	0.18%	0.56%	0.81%	Q2 2013	Q4 2017	19
BANK OF NOVA SCOTIA	7	6	0.00%	0.02%	0.06%	Q1 2018	Q3 2023	19
Pensionmark Financial Group, LLC	14	5	0.08%	0.25%	0.61%	Q4 2018	Q3 2023	19
Community Bank, N.A.	10	9	0.00%	0.01%	0.02%	Q4 2017	Q1 2023	19
Birch Hill Investment Advisors LLC	12	3	0.01%	0.03%	0.05%	Q4 2017	Q3 2023	19
Aptus Capital Advisors, LLC	19	19	0.01%	0.03%	0.08%	Q1 2019	Q3 2023	19
FORT PITT CAPITAL GROUP, LLC	19	19	0.01%	0.02%	0.02%	Q2 2018	Q4 2022	19
Evensky & Katz LLC	19	19	0.16%	0.22%	0.26%	Q1 2019	Q3 2023	19
Sterling Investment Advisors, Ltd.	19	19	0.01%	0.03%	0.09%	Q4 2016	Q2 2021	19
Ellevest, Inc.	13	6	0.00%	0.14%	0.28%	Q4 2018	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.21%	0.45%	0.75%	Q2 2013	Q4 2017	19
GUARDIAN LIFE INSURANCE CO OF AMERICA	10	9	1.84%	3.45%	6.86%	Q1 2015	Q4 2019	19
MISSION WEALTH MANAGEMENT, LP	19	19	0.02%	0.03%	0.04%	Q1 2019	Q3 2023	19
BRIDGES INVESTMENT COUNSEL INC/	19	19	0.16%	0.30%	0.42%	Q2 2013	Q4 2017	19
Private Capital Group, LLC	19	19	0.26%	0.39%	0.68%	Q4 2017	Q2 2022	19
Investors Research Corp	19	19	0.06%	0.41%	0.57%	Q1 2019	Q3 2023	19
TSFG, LLC	19	19	0.28%	0.36%	0.45%	Q1 2019	Q3 2023	19
Farmers & Merchants Trust Co of Chambersburg PA	13	6	0.06%	0.16%	0.37%	Q4 2016	Q3 2023	19
Ferris Capital, LLC	16	3	1.49%	1.81%	3.02%	Q2 2017	Q1 2022	19
IRIDIAN ASSET MANAGEMENT LLC/CT	18	1	0.01%	0.05%	0.13%	Q4 2016	Q4 2021	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.04%	0.12%	0.23%	Q1 2019	Q3 2023	19
Starboard Value LP	11	4	0.00%	0.70%	2.32%	Q1 2019	Q3 2023	19
Bray Capital Advisors	17	2	0.00%	0.01%	0.07%	Q2 2015	Q1 2022	19
ASSETMARK, INC	10	1	0.00%	0.13%	0.87%	Q2 2014	Q3 2023	19
TimeScale Financial, Inc.	19	19	0.05%	0.16%	0.43%	Q4 2018	Q2 2023	19
Plancorp, LLC	14	1	0.02%	0.04%	0.08%	Q4 2017	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.21%	0.42%	0.71%	Q2 2013	Q4 2017	19
Enterprise Bank & Trust Co	19	19	0.09%	0.11%	0.14%	Q1 2019	Q3 2023	19
CCM INVESTMENT ADVISERS LLC	19	19	0.11%	0.24%	0.32%	Q2 2013	Q4 2017	19
ICONIQ Capital, LLC	19	19	0.06%	0.13%	0.33%	Q3 2013	Q1 2018	19
INVERNESS COUNSEL LLC /NY/	19	19	0.01%	0.02%	0.02%	Q1 2018	Q3 2022	19
TPG Financial Advisors, LLC	19	19	0.15%	0.21%	0.25%	Q1 2019	Q3 2023	19
Tennessee Valley Asset Management Partners	10	9	0.11%	0.26%	0.66%	Q4 2018	Q3 2023	19
HNP Capital LLC	18	18	0.06%	0.24%	0.44%	Q4 2018	Q1 2023	18
Commonwealth Equity Services, Inc	18	18	0.28%	0.36%	0.47%	Q2 2013	Q3 2017	18
Bragg Financial Advisors, Inc	17	1	0.03%	0.05%	0.07%	Q1 2016	Q3 2023	18
FIFTH THIRD SECURITIES, INC.	8	1	0.65%	1.92%	3.81%	Q1 2016	Q3 2023	18
PATTON FUND MANAGEMENT, INC.	18	18	2.24%	3.56%	4.59%	Q2 2019	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.01%	0.03%	Q2 2019	Q3 2023	18
DIVIDEND ASSETS CAPITAL, LLC	18	18	0.01%	0.01%	0.02%	Q2 2019	Q3 2023	18
LODESTAR INVESTMENT COUNSEL LLC/IL	18	18	0.10%	0.17%	0.27%	Q1 2015	Q2 2019	18
RAY GERALD L & ASSOCIATES LTD	18	18	0.11%	0.20%	0.42%	Q2 2013	Q3 2017	18
Arbor Investment Advisors, LLC	14	4	0.04%	0.07%	0.09%	Q1 2019	Q3 2023	18
Fusion Family Wealth LLC	18	18	0.02%	0.04%	0.19%	Q4 2016	Q1 2021	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.24%	0.37%	0.48%	Q2 2013	Q3 2017	18
FINANCIAL LIFE ADVISORS	9	9	0.14%	0.22%	0.45%	Q4 2017	Q3 2022	18
HM PAYSON & CO	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	18
NATIONAL PLANNING CORP	18	18	0.07%	0.18%	0.39%	Q2 2013	Q3 2017	18
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	17	1	0.01%	0.02%	0.03%	Q1 2017	Q1 2022	18
DEERE & CO	18	18	1.52%	5.50%	28.83%	Q2 2013	Q3 2017	18
BOENNING & SCATTERGOOD, INC.	13	5	0.11%	0.13%	0.15%	Q2 2018	Q4 2022	18
RIVERBRIDGE PARTNERS LLC	18	18	0.01%	0.01%	0.01%	Q2 2013	Q3 2017	18
River Wealth Advisors LLC	15	3	0.04%	2.42%	3.82%	Q2 2018	Q3 2023	18
B. Riley Wealth Management, Inc.	8	4	0.01%	0.60%	1.48%	Q1 2014	Q2 2022	18
SEIZERT CAPITAL PARTNERS, LLC	17	1	0.02%	0.06%	0.44%	Q4 2014	Q4 2019	18
CX Institutional	14	1	0.00%	0.68%	2.30%	Q2 2018	Q3 2023	18
UNITED BANK, INC.	18	18	0.11%	0.14%	0.20%	Q2 2013	Q3 2017	18
Jacobus Wealth Management, Inc.	18	18	0.88%	1.12%	1.34%	Q2 2013	Q3 2017	18
Verdence Capital Advisors LLC	18	18	0.23%	0.79%	1.54%	Q2 2019	Q3 2023	18
BlueSky Wealth Advisors, LLC	18	18	0.11%	0.17%	0.31%	Q2 2019	Q3 2023	18
SUMMIT FINANCIAL GROUP, INC.	18	18	0.78%	1.00%	1.19%	Q2 2019	Q3 2023	18
Tarbox Family Office, Inc.	17	17	0.05%	0.16%	0.24%	Q1 2018	Q1 2022	17
PATHSTONE FAMILY OFFICE, LLC	6	3	0.00%	0.08%	1.08%	Q2 2013	Q3 2023	17
Sharkey, Howes & Javer	16	1	0.03%	0.08%	0.10%	Q1 2015	Q2 2019	17
Clear Creek Financial Management, LLC	10	7	0.05%	0.16%	0.40%	Q2 2019	Q3 2023	17
Sunbelt Securities, Inc.	13	1	0.05%	0.24%	0.70%	Q4 2016	Q3 2023	17
COBBLESTONE CAPITAL ADVISORS LLC /NY/	17	17	0.46%	0.62%	0.74%	Q2 2015	Q2 2019	17
Westside Investment Management, Inc.	15	1	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	17
Charles Schwab Trust Co	17	17	0.04%	0.11%	0.18%	Q3 2019	Q3 2023	17
CADENCE BANK NA	17	17	0.10%	0.11%	0.14%	Q2 2018	Q2 2022	17
Tolleson Wealth Management, Inc.	17	17	1.29%	1.83%	2.30%	Q3 2019	Q3 2023	17
THOROUGHBRED FINANCIAL SERVICES, LLC	17	17	0.11%	0.16%	0.22%	Q3 2019	Q3 2023	17
BKS ADVISORS, LLC	17	17	0.10%	0.12%	0.13%	Q1 2015	Q1 2019	17
Weaver Consulting Group	13	4	0.04%	0.10%	0.14%	Q1 2019	Q3 2023	17
Jolley Asset Management, LLC	17	17	0.03%	0.05%	0.06%	Q2 2014	Q2 2018	17
Global Wealth Management Investment Advisory, Inc.	15	2	0.02%	0.03%	0.06%	Q4 2018	Q3 2023	17
IFG Advisors, LLC	17	17	0.38%	0.56%	0.80%	Q3 2019	Q3 2023	17
Wells Trecaso Financial Group, LLC	17	17	0.26%	0.70%	1.31%	Q4 2017	Q4 2021	17
EVERMAY WEALTH MANAGEMENT LLC	17	17	0.05%	0.07%	0.10%	Q3 2019	Q3 2023	17
WELLINGTON MANAGEMENT GROUP LLP	14	3	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	17
VOYA INVESTMENT MANAGEMENT LLC	13	2	0.00%	0.02%	0.05%	Q4 2015	Q3 2023	17
Farmers National Bank	15	2	0.23%	0.41%	0.48%	Q4 2014	Q2 2019	17
HighMark Wealth Management LLC	16	16	0.14%	0.16%	0.20%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.36%	0.97%	1.15%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.12%	0.17%	0.25%	Q4 2019	Q3 2023	16
Sowell Financial Services LLC	7	1	0.02%	0.05%	0.11%	Q1 2017	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	6.06%	7.64%	8.97%	Q4 2019	Q3 2023	16
HBC Financial Services, PLLC	16	16	0.10%	0.23%	0.29%	Q4 2019	Q3 2023	16
NWK Group, Inc.	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
CLEAR INVESTMENT RESEARCH, LLC	16	16	0.02%	0.06%	0.16%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.04%	0.06%	0.08%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.05%	0.10%	0.13%	Q4 2019	Q3 2023	16
Fortis Advisors, LLC	16	16	0.00%	0.05%	0.07%	Q4 2017	Q3 2021	16
Clark Capital Management Group, Inc.	7	2	0.00%	0.85%	3.64%	Q2 2013	Q4 2022	16
Sterling Capital Management LLC	14	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2019	16
Weil Company, Inc.	16	16	0.16%	0.19%	0.23%	Q4 2019	Q3 2023	16
EPIQ Capital Group, LLC	16	16	0.10%	0.23%	0.43%	Q4 2019	Q3 2023	16
IEQ CAPITAL, LLC	16	16	0.13%	0.25%	0.66%	Q4 2019	Q3 2023	16
Smith, Salley & Associates	11	1	0.06%	0.11%	0.16%	Q2 2014	Q3 2023	16
Vista Private Wealth Partners. LLC	15	1	0.09%	0.93%	1.28%	Q3 2019	Q3 2023	16
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	11	5	0.10%	0.67%	1.14%	Q4 2013	Q4 2017	16
INVESTMENT PARTNERS, LTD.	8	1	0.01%	0.16%	0.26%	Q1 2015	Q4 2022	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.10%	0.13%	0.16%	Q4 2019	Q3 2023	16
Ameritas Investment Partners, Inc.	16	16	0.00%	0.02%	0.03%	Q3 2013	Q2 2017	16
Mount Yale Investment Advisors, LLC	9	7	0.05%	0.08%	0.13%	Q1 2018	Q3 2022	16
Venture Visionary Partners LLC	16	16	0.10%	0.16%	0.34%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.04%	0.12%	0.36%	Q3 2019	Q3 2023	16
MPS Loria Financial Planners, LLC	16	16	0.06%	0.21%	0.36%	Q2 2017	Q1 2021	16
Litman Gregory Wealth Management LLC	15	1	0.03%	0.15%	0.27%	Q2 2018	Q3 2023	16
Cedar Mountain Advisors, LLC	16	16	0.01%	0.04%	0.08%	Q4 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.13%	0.21%	0.28%	Q4 2019	Q3 2023	16
Detalus Advisors, LLC	16	16	0.11%	0.22%	0.46%	Q4 2019	Q3 2023	16
BRADLEY FOSTER & SARGENT INC/CT	8	1	0.01%	0.14%	0.30%	Q3 2014	Q3 2023	16
Berman Capital Advisors, LLC	16	16	0.20%	0.35%	0.59%	Q4 2017	Q3 2021	16
TEXAS CAPITAL BANCSHARES INC/TX	16	16	7.49%	10.64%	15.02%	Q4 2019	Q3 2023	16
JAG CAPITAL MANAGEMENT, LLC	10	1	0.02%	0.21%	2.22%	Q2 2014	Q1 2022	16
Waldron Private Wealth LLC	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.60%	0.80%	1.15%	Q4 2019	Q3 2023	16
Sunburst Financial Group, LLC	16	16	1.58%	2.37%	3.14%	Q4 2019	Q3 2023	16
USAdvisors Wealth Management, LLC	16	16	0.08%	0.35%	0.57%	Q4 2019	Q3 2023	16
Versant Capital Management, Inc	8	3	0.00%	0.02%	0.11%	Q2 2016	Q4 2023	16
BOYS ARNOLD & CO INC	16	16	0.06%	0.15%	0.26%	Q2 2016	Q1 2020	16
Belpointe Asset Management LLC	16	16	0.01%	0.03%	0.04%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	2.32%	4.15%	6.98%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	0.35%	0.45%	0.94%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.10%	0.14%	0.21%	Q4 2019	Q3 2023	16
Stonebridge Capital Advisors LLC	11	5	0.01%	0.02%	0.05%	Q2 2019	Q3 2023	16
Adero Partners, LLC	16	16	0.04%	0.16%	0.41%	Q4 2019	Q3 2023	16
AlphaMark Advisors, LLC	15	1	0.01%	0.01%	0.02%	Q2 2013	Q2 2022	16
TIAA CREF TRUST CO FSB/MO	16	16	2.20%	4.64%	6.17%	Q2 2013	Q1 2017	16
CFM WEALTH PARTNERS LLC	16	16	0.96%	1.19%	1.49%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	5.84%	6.96%	8.39%	Q4 2019	Q3 2023	16
LPWM LLC	16	16	0.58%	0.89%	1.13%	Q4 2019	Q3 2023	16
Perennial Investment Advisors, LLC	16	16	0.25%	0.39%	0.50%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.13%	0.52%	0.98%	Q4 2019	Q3 2023	16
Carnegie Capital Asset Management, LLC	14	1	0.01%	0.01%	0.02%	Q3 2018	Q3 2023	16
NIXON PEABODY TRUST CO	16	16	0.21%	0.36%	0.53%	Q2 2018	Q1 2022	16
Hillman Capital Management, Inc.	16	16	0.06%	0.08%	0.11%	Q4 2019	Q3 2023	16
Halpern Financial, Inc.	16	16	0.31%	0.59%	0.89%	Q4 2019	Q3 2023	16
DAVIDSON TRUST CO	16	16	1.90%	2.09%	2.26%	Q4 2019	Q3 2023	16
Aurora Private Wealth, Inc.	16	16	0.10%	0.18%	0.32%	Q4 2019	Q3 2023	16
FRONT BARNETT ASSOCIATES LLC	8	4	0.02%	0.03%	0.04%	Q1 2019	Q3 2023	16
MATHER GROUP, LLC.	16	16	0.02%	0.07%	0.26%	Q4 2019	Q3 2023	16
Wealthquest Corp	14	1	0.09%	0.17%	0.66%	Q4 2018	Q3 2023	15
TWO SIGMA ADVISERS, LP	7	2	0.00%	0.01%	0.03%	Q3 2014	Q1 2019	15
BEAM WEALTH ADVISORS, INC.	15	15	1.83%	3.15%	5.90%	Q1 2020	Q3 2023	15
Glassman Wealth Services	15	15	0.00%	0.06%	0.14%	Q1 2020	Q3 2023	15
MANUFACTURERS LIFE INSURANCE COMPANY, THE	15	15	0.00%	0.00%	0.01%	Q1 2015	Q3 2018	15
Strategic Family Wealth Counselors, L.L.C.	15	15	0.21%	0.31%	0.50%	Q1 2020	Q3 2023	15
First Heartland Consultants, Inc.	9	2	0.02%	0.37%	0.60%	Q2 2013	Q4 2021	15
FIRST FOUNDATION ADVISORS	15	15	0.02%	0.36%	1.13%	Q1 2020	Q3 2023	15
BT Wealth Management LLC	15	15	0.39%	1.00%	1.72%	Q4 2018	Q2 2022	15
Renaissance Technologies	5	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2023	15
Faithward Advisors, LLC	11	4	0.00%	0.01%	0.10%	Q4 2019	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	0.39%	0.52%	0.58%	Q4 2019	Q3 2023	15
Integrated Advisors Network LLC	15	15	0.05%	0.11%	0.21%	Q1 2020	Q3 2023	15
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	9	1	0.02%	0.05%	0.09%	Q4 2018	Q3 2023	15
Meridian Financial Partners LLC	13	1	1.11%	5.02%	6.42%	Q4 2018	Q2 2023	15
Axiom Investment Management LLC	15	15	0.00%	0.01%	0.01%	Q2 2019	Q4 2022	15
Norway Savings Bank	15	15	0.01%	0.02%	0.03%	Q1 2018	Q3 2021	15
HERON FINANCIAL GROUP, LLC	15	15	3.82%	4.32%	4.86%	Q4 2019	Q2 2023	15
Old North State Trust, LLC	6	3	0.01%	0.06%	0.14%	Q4 2018	Q1 2023	15
Advisor Group, Inc.	15	15	0.08%	0.11%	0.14%	Q2 2016	Q4 2019	15
KCM INVESTMENT ADVISORS LLC	14	1	0.01%	0.03%	0.04%	Q3 2013	Q1 2021	15
BlackRock Investment Management, LLC	15	15	0.00%	0.01%	0.02%	Q2 2013	Q4 2016	15
Rainier Group Investment Advisory LLC	13	2	6.90%	14.66%	19.25%	Q4 2016	Q3 2020	15
Braver Wealth Management, LLC	15	15	0.42%	0.66%	0.99%	Q2 2013	Q4 2016	15
MSI Financial Services Inc	15	15	0.05%	0.23%	0.48%	Q2 2013	Q4 2016	15
Laird Norton Wetherby Wealth Management, LLC	14	1	0.01%	0.16%	0.22%	Q2 2015	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.06%	0.08%	0.10%	Q1 2020	Q3 2023	15
MADISON INVESTMENT HOLDINGS INC	14	1	0.02%	0.33%	0.48%	Q2 2013	Q4 2018	15
RMR Wealth Builders	14	1	0.10%	0.23%	0.38%	Q4 2019	Q3 2023	15
Asio Capital, LLC	15	15	0.02%	0.04%	0.05%	Q4 2019	Q2 2023	15
CALTON & ASSOCIATES, INC.	15	15	0.09%	0.32%	0.48%	Q4 2017	Q2 2021	15
PBMares Wealth Management LLC	14	1	0.11%	0.21%	0.38%	Q4 2019	Q3 2023	15
Cordatus Wealth Management LLC	10	1	0.13%	0.19%	0.37%	Q4 2018	Q2 2023	15
HANTZ FINANCIAL SERVICES, INC.	15	15	5.28%	6.05%	6.37%	Q1 2020	Q3 2023	15
Chevy Chase Trust Holdings, LLC	7	1	0.00%	0.00%	0.01%	Q4 2013	Q4 2021	15
Main Management LLC	14	1	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	15
New England Professional Planning Group Inc.	15	15	0.28%	0.34%	0.39%	Q1 2020	Q3 2023	15
GABLES CAPITAL MANAGEMENT INC.	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
Graypoint LLC	15	15	0.08%	0.11%	0.14%	Q1 2020	Q3 2023	15
Formidable Asset Management, LLC	12	3	0.05%	0.06%	0.20%	Q2 2019	Q3 2023	15
Blankinship & Foster, LLC	7	4	0.10%	0.12%	0.14%	Q4 2017	Q2 2022	15
LVZ, Inc.	15	15	0.03%	0.06%	0.21%	Q1 2020	Q3 2023	15
LMCG INVESTMENTS, LLC	8	7	0.00%	0.02%	0.03%	Q4 2013	Q3 2023	15
ARTHUR M. COHEN & ASSOCIATES, LLC	6	1	0.04%	0.12%	0.16%	Q3 2014	Q1 2022	15
Moser Wealth Advisors, LLC	13	2	5.30%	5.87%	7.32%	Q4 2019	Q3 2023	15
AdvicePeriod, LLC	15	15	0.18%	0.46%	0.99%	Q4 2017	Q2 2021	15
Fieldpoint Private Securities, LLC	8	1	0.00%	0.23%	0.73%	Q1 2017	Q2 2022	15
Global Trust Asset Management, LLC	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
Optas, LLC	14	1	0.08%	0.10%	0.12%	Q4 2019	Q3 2023	15
Kohmann Bosshard Financial Services, LLC	15	15	0.08%	0.11%	0.14%	Q1 2020	Q3 2023	15
ADVANTAGE INVESTMENT MANAGEMENT, LLC	14	14	0.00%	0.04%	0.20%	Q4 2014	Q1 2018	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.00%	0.02%	0.04%	Q2 2013	Q3 2016	14
Geneva Advisors, LLC	14	14	0.00%	0.01%	0.02%	Q1 2014	Q2 2017	14
Financial Engines Advisors L.L.C.	13	1	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	14
Advisory Alpha, LLC	9	1	0.01%	0.04%	0.07%	Q1 2019	Q3 2023	14
Winslow, Evans & Crocker, Inc.	13	1	0.01%	0.01%	0.04%	Q4 2013	Q4 2020	14
GAMBLE JONES INVESTMENT COUNSEL	9	1	0.02%	0.02%	0.02%	Q3 2016	Q4 2022	14
FIRST NATIONAL BANK SIOUX FALLS	14	14	0.22%	0.25%	0.28%	Q2 2013	Q3 2016	14
BTR CAPITAL MANAGEMENT INC	14	14	0.13%	0.18%	0.23%	Q2 2019	Q3 2022	14
LAZARD ASSET MANAGEMENT LLC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
VICTORY CAPITAL MANAGEMENT INC	6	1	0.00%	0.00%	0.01%	Q4 2014	Q1 2019	14
SOL Capital Management CO	14	14	0.06%	0.07%	0.09%	Q2 2020	Q3 2023	14
J.W. COLE ADVISORS, INC.	8	1	0.04%	0.14%	0.17%	Q4 2019	Q3 2023	14
Hall Kathryn A.	14	14	0.51%	0.65%	0.82%	Q2 2020	Q3 2023	14
ROBINSON CAPITAL MANAGEMENT, LLC	8	6	0.01%	0.02%	0.03%	Q4 2019	Q2 2023	14
Larson Financial Group LLC	9	1	0.01%	0.03%	0.07%	Q3 2019	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.27%	0.31%	0.35%	Q2 2020	Q3 2023	14
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	14	14	0.02%	0.13%	0.24%	Q2 2020	Q3 2023	14
PRIVATE CAPITAL MANAGEMENT LLC	10	4	0.07%	0.12%	0.17%	Q1 2019	Q1 2023	14
Ellis Investment Partners, LLC	14	14	0.03%	0.04%	0.06%	Q2 2019	Q3 2022	14
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	14	14	0.08%	0.40%	1.66%	Q4 2018	Q1 2022	14
COMERICA SECURITIES INC	8	1	0.12%	0.80%	1.05%	Q4 2014	Q4 2018	14
WILLIAMS JONES & ASSOCIATES LLC	14	14	0.01%	0.01%	0.01%	Q1 2016	Q2 2019	14
OKABENA INVESTMENT SERVICES INC	14	14	0.03%	0.27%	0.57%	Q2 2020	Q3 2023	14
HC FINANCIAL ADVISORS INC	14	14	0.65%	0.77%	0.95%	Q1 2019	Q2 2022	14
Wealthstreet Investment Advisors, LLC	14	14	0.20%	0.38%	0.46%	Q4 2017	Q1 2021	14
CVA Family Office, LLC	14	14	0.02%	0.04%	0.06%	Q1 2020	Q2 2023	14
CERTUITY, LLC	14	14	0.05%	0.11%	0.23%	Q2 2020	Q3 2023	14
LBA Wealth Management, LLC	14	14	0.06%	0.07%	0.16%	Q4 2013	Q1 2017	14
BUCKHEAD CAPITAL MANAGEMENT LLC	14	14	0.12%	0.14%	0.22%	Q2 2020	Q3 2023	14
DT Investment Partners, LLC	14	14	2.63%	2.92%	3.18%	Q2 2020	Q3 2023	14
Jackson Hole Capital Partners, LLC	14	14	0.17%	0.21%	0.27%	Q2 2020	Q3 2023	14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	7	7	0.02%	0.04%	0.06%	Q3 2018	Q1 2023	14
Brown Advisory Securities, LLC	7	3	0.04%	0.07%	0.10%	Q3 2013	Q4 2019	14
PRIO WEALTH LIMITED PARTNERSHIP	14	14	0.01%	0.02%	0.02%	Q2 2020	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.18%	0.56%	1.07%	Q4 2019	Q1 2023	14
Oliver Luxxe Assets LLC	14	14	0.37%	0.42%	0.46%	Q2 2020	Q3 2023	14
RGT Wealth Advisors, LLC	8	6	0.11%	0.53%	1.86%	Q3 2016	Q3 2020	14
Vigilant Capital Management, LLC	11	3	0.00%	0.01%	0.01%	Q2 2018	Q2 2023	14
SG Americas Securities, LLC	4	1	0.00%	0.06%	0.26%	Q3 2014	Q1 2023	14
Realta Investment Advisors	8	2	0.00%	1.24%	2.73%	Q1 2019	Q3 2023	14
HT Partners LLC	13	1	0.08%	0.55%	0.72%	Q4 2019	Q3 2023	14
Capital Advisory Group Advisory Services, LLC	12	2	0.00%	0.00%	0.00%	Q4 2018	Q2 2022	14
ACIMA PRIVATE WEALTH, LLC	14	14	0.14%	0.17%	0.24%	Q4 2018	Q1 2022	14
Sound View Wealth Advisors Group, LLC	14	14	0.11%	0.39%	0.62%	Q2 2020	Q3 2023	14
Capital Investment Counsel, Inc	11	1	0.01%	0.01%	0.05%	Q1 2019	Q3 2023	14
ATTICUS WEALTH MANAGEMENT, LLC	12	2	0.00%	0.02%	0.05%	Q4 2019	Q3 2023	14
Shamrock Asset Management LLC	14	14	0.01%	0.33%	0.68%	Q2 2016	Q3 2019	14
Well Done, LLC	9	1	0.04%	0.06%	0.07%	Q4 2017	Q3 2023	14
Wealth CMT	7	6	0.19%	0.62%	0.99%	Q4 2019	Q1 2023	13
Heritage Trust Co	12	1	0.01%	0.14%	0.17%	Q4 2018	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.20%	0.23%	0.26%	Q3 2020	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	13
WOODSTOCK CORP	13	13	1.67%	1.84%	2.07%	Q4 2020	Q4 2023	13
Founders Financial Alliance, LLC	13	13	0.13%	0.19%	0.22%	Q3 2020	Q3 2023	13
Strategic Blueprint, LLC	12	1	0.02%	0.05%	0.13%	Q3 2019	Q3 2023	13
First Capital Advisors Group, LLC.	7	6	0.56%	0.76%	0.96%	Q3 2017	Q2 2023	13
DAGCO, INC.	13	13	1.20%	2.37%	2.94%	Q3 2020	Q3 2023	13
LYELL WEALTH MANAGEMENT, LP	12	1	0.06%	0.12%	0.18%	Q4 2019	Q3 2023	13
Daniels&Tansey,LLP	13	13	0.00%	2.47%	3.61%	Q3 2020	Q3 2023	13
Hilton Capital Management, LLC	12	1	0.03%	0.12%	0.14%	Q1 2017	Q1 2022	13
BOSTON FINANCIAL MANGEMENT LLC	11	2	0.01%	0.04%	0.26%	Q1 2020	Q3 2023	13
Personal Capital Advisors Corp	9	1	0.00%	0.00%	0.00%	Q1 2019	Q4 2022	13
Freestone Capital Holdings, LLC	10	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	13
MONTAG A & ASSOCIATES INC	13	13	0.02%	0.02%	0.03%	Q3 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.16%	1.58%	1.92%	Q2 2013	Q2 2016	13
Live Oak Private Wealth LLC	12	1	0.06%	0.14%	0.25%	Q4 2019	Q3 2023	13
FIRSTMERIT BANK N A TRUSTEE	13	13	3.96%	5.16%	6.63%	Q2 2013	Q2 2016	13
Investors Capital Advisory Services	13	13	0.16%	0.21%	0.28%	Q2 2013	Q2 2016	13
CAPITAL ONE, NATIONAL ASSOCIATION	9	4	0.02%	0.04%	0.08%	Q3 2013	Q4 2017	13
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	13	0.04%	0.11%	0.23%	Q3 2020	Q3 2023	13
NICOLET BANKSHARES INC	5	1	0.05%	0.08%	0.13%	Q1 2018	Q4 2021	13
Poehling Capital Management, INC.	6	3	0.07%	0.09%	0.14%	Q4 2017	Q3 2023	13
VIRIDIAN RIA, LLC	11	2	0.42%	0.55%	0.82%	Q4 2018	Q1 2022	13
Outlook Wealth Advisors, LLC	13	13	0.29%	0.35%	0.43%	Q3 2019	Q3 2022	13
Emerald Advisors, LLC	7	2	0.05%	0.15%	1.12%	Q4 2019	Q3 2023	13
Mine & Arao Wealth Creation & Management, LLC.	13	13	0.01%	0.06%	0.08%	Q3 2020	Q3 2023	13
Zions Bancorporation	13	13	0.01%	0.04%	0.06%	Q1 2015	Q1 2018	13
GUYASUTA INVESTMENT ADVISORS INC	12	1	0.02%	0.02%	0.02%	Q4 2019	Q3 2023	13
Engrave Wealth Partners LLC	10	3	0.06%	0.15%	0.37%	Q4 2019	Q2 2023	13
Wealthspire Advisors, LLC	12	1	0.01%	0.03%	0.15%	Q1 2020	Q3 2023	13
TFG Advisers LLC	12	1	0.11%	0.12%	0.13%	Q4 2019	Q3 2023	13
Stegner Investment Associates Inc.	13	13	19.15%	21.05%	22.95%	Q3 2020	Q3 2023	13
Bogart Wealth, LLC	13	13	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	13
SOLARIS ASSET MANAGEMENT LLC	13	13	0.06%	0.07%	0.08%	Q4 2014	Q4 2017	13
Capital Bank & Trust Co	11	2	0.00%	0.00%	0.01%	Q2 2017	Q1 2021	13
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	13	13	0.03%	0.07%	0.14%	Q1 2020	Q1 2023	13
PRIVATE TRUST CO NA	7	6	0.07%	0.15%	0.21%	Q1 2013	Q3 2023	13
MIDWEST INVESTMENT MANAGEMENT LLC	13	13	0.19%	0.21%	0.23%	Q2 2013	Q2 2016	13
PACES FERRY WEALTH ADVISORS, LLC	13	13	0.69%	0.93%	1.16%	Q3 2020	Q3 2023	13
WFG Advisors, LP	11	2	0.00%	0.02%	0.04%	Q2 2013	Q2 2017	13
Sugarloaf Wealth Management, LLC	13	13	0.00%	0.00%	0.01%	Q4 2019	Q4 2022	13
Key FInancial Inc	12	12	0.00%	0.02%	0.04%	Q4 2020	Q3 2023	12
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
LYNCH & ASSOCIATES/IN	10	2	0.07%	0.18%	0.24%	Q4 2018	Q2 2022	12
LAKE STREET PRIVATE WEALTH, LLC	12	12	1.11%	1.24%	1.52%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	0.29%	0.30%	0.32%	Q4 2020	Q3 2023	12
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	0.06%	0.08%	0.10%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.14%	0.24%	0.41%	Q4 2020	Q3 2023	12
Accredited Investors Inc.	8	1	0.01%	0.04%	0.05%	Q3 2018	Q1 2022	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.01%	0.02%	Q2 2013	Q1 2016	12
WEST BANCORPORATION INC	8	4	5.36%	6.69%	9.07%	Q4 2019	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Brookstone Capital Management	7	1	0.01%	0.41%	2.80%	Q4 2013	Q3 2023	12
Running Point Capital Advisors, LLC	12	12	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	12
Waterfront Wealth Inc.	12	12	0.07%	0.10%	0.16%	Q4 2020	Q3 2023	12
LBMC INVESTMENT ADVISORS, LLC	12	12	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.96%	1.49%	2.07%	Q4 2018	Q3 2021	12
Orin Green Financial, LLC	12	12	2.84%	3.71%	4.75%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	0.08%	0.11%	0.13%	Q4 2020	Q3 2023	12
SYM FINANCIAL Corp	11	1	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.00%	0.57%	1.85%	Q2 2013	Q1 2016	12
DB Wealth Management Group, LLC	12	12	0.04%	0.06%	0.08%	Q4 2020	Q3 2023	12
9258 Wealth Management, LLC	12	12	0.09%	0.69%	1.45%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	0.44%	0.48%	0.51%	Q4 2020	Q3 2023	12
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Mutual Advisors, LLC	11	1	0.02%	0.03%	0.05%	Q1 2019	Q3 2023	12
1900 WEALTH MANAGEMENT LLC	12	12	0.14%	0.16%	0.18%	Q4 2020	Q3 2023	12
MTM Investment Management, LLC	12	12	0.02%	0.06%	0.11%	Q4 2020	Q3 2023	12
B. Riley Financial, Inc.	12	12	0.94%	1.32%	1.85%	Q4 2015	Q3 2018	12
JGP Wealth Management, LLC	8	4	0.04%	0.05%	0.07%	Q2 2020	Q3 2023	12
Bryn Mawr Capital Management, LLC	12	12	0.03%	0.19%	0.31%	Q4 2020	Q3 2023	12
LEAVELL INVESTMENT MANAGEMENT, INC.	11	1	0.02%	0.03%	0.06%	Q4 2019	Q3 2023	12
RPg Family Wealth Advisory, LLC	4	1	0.01%	0.01%	0.01%	Q3 2018	Q1 2022	12
NEW SOUTH CAPITAL MANAGEMENT INC	5	3	0.02%	0.04%	0.10%	Q1 2019	Q3 2023	12
Bremer Bank National Association	11	1	0.01%	0.19%	0.32%	Q1 2019	Q3 2023	12
Savant Capital, LLC	12	12	0.02%	0.04%	0.12%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.31%	0.50%	0.66%	Q4 2015	Q3 2018	12
West Financial Advisors, LLC	12	12	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	12
NATIONAL PENN INVESTORS TRUST CO /PA	12	12	0.03%	0.05%	0.06%	Q2 2013	Q1 2016	12
Fullen Financial Group	12	12	0.34%	0.43%	0.47%	Q2 2020	Q1 2023	12
SOA Wealth Advisors, LLC.	12	12	0.06%	0.26%	0.50%	Q4 2020	Q3 2023	12
Centennial Wealth Advisory LLC	12	12	0.46%	1.14%	1.46%	Q4 2020	Q3 2023	12
True Link Financial Advisors, LLC	12	12	0.05%	0.12%	0.30%	Q4 2020	Q3 2023	12
McClarren Financial Advisors, Inc.	12	12	0.27%	0.35%	0.96%	Q4 2020	Q3 2023	12
AAF Wealth Management, LLC	12	12	0.32%	0.42%	0.56%	Q4 2020	Q3 2023	12
Castle Rock Wealth Management, LLC	12	12	0.22%	0.67%	0.99%	Q4 2020	Q3 2023	12
McNaughton Wealth Management, LLC	12	12	0.17%	0.25%	0.39%	Q4 2020	Q3 2023	12
Capital Asset Advisory Services LLC	12	12	0.01%	0.03%	0.05%	Q4 2019	Q3 2022	12
Orion Portfolio Solutions, LLC	7	2	0.00%	0.01%	0.02%	Q4 2019	Q2 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	0.25%	0.29%	0.34%	Q4 2020	Q3 2023	12
Miller Investment Management, LP	12	12	2.61%	3.61%	4.75%	Q4 2020	Q3 2023	12
Abundance Wealth Counselors	6	1	0.06%	0.07%	0.09%	Q2 2020	Q3 2023	12
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12	12	0.00%	0.02%	0.18%	Q4 2020	Q3 2023	12
Crewe Advisors LLC	7	5	0.00%	0.08%	0.20%	Q4 2017	Q1 2023	12
Clarus Wealth Advisors	12	12	0.58%	1.82%	2.49%	Q4 2019	Q3 2022	12
WOLFF WIESE MAGANA LLC	12	12	0.01%	0.03%	0.04%	Q4 2020	Q3 2023	12
Frank, Rimerman Advisors LLC	12	12	0.48%	0.71%	0.93%	Q4 2020	Q3 2023	12
EASTERN BANK	12	12	0.01%	0.72%	1.79%	Q4 2020	Q3 2023	12
Guardian Wealth Advisors, LLC	12	12	0.16%	2.99%	3.76%	Q4 2020	Q3 2023	12
SkyView Investment Advisors, LLC	11	11	0.29%	0.46%	0.92%	Q4 2020	Q2 2023	11
Campion Asset Management	11	11	7.31%	8.28%	9.44%	Q1 2021	Q3 2023	11
Orion Capital Management LLC	10	1	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	11
Radnor Capital Management, LLC	5	1	0.09%	0.14%	0.19%	Q2 2020	Q3 2023	11
Cassia Capital Partners, LLC	8	3	0.25%	0.28%	0.33%	Q4 2020	Q3 2023	11
Vanguard Personalized Indexing Management, LLC	11	11	0.03%	0.06%	0.11%	Q1 2021	Q3 2023	11
Gladstone Institutional Advisory LLC	11	11	0.05%	0.16%	0.19%	Q1 2021	Q3 2023	11
Hoover Financial Advisors, Inc.	11	11	2.06%	3.93%	5.43%	Q4 2018	Q2 2021	11
Cedar Brook Financial Partners, LLC	6	1	0.06%	0.11%	0.14%	Q4 2018	Q1 2022	11
WestHill Financial Advisors, Inc.	9	2	0.32%	0.35%	0.42%	Q4 2020	Q3 2023	11
MOODY LYNN & LIEBERSON, LLC	11	11	0.04%	0.05%	0.05%	Q1 2021	Q3 2023	11
StoneX Group Inc.	6	2	0.04%	0.84%	3.22%	Q3 2019	Q3 2023	11
SIMPLEX TRADING, LLC	2	1	0.00%	0.02%	0.08%	Q4 2014	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.05%	0.23%	0.44%	Q1 2019	Q3 2021	11
Oxbow Advisors, LLC	11	11	0.03%	0.04%	0.05%	Q1 2021	Q3 2023	11
Triangle Securities Wealth Management	10	1	0.21%	0.26%	0.30%	Q2 2013	Q1 2016	11
Colonial Trust Advisors	11	11	0.05%	0.12%	0.16%	Q1 2021	Q3 2023	11
Tranquility Partners, LLC	11	11	0.12%	0.15%	0.21%	Q1 2021	Q3 2023	11
Concert Wealth Management Inc.	8	1	0.03%	0.15%	0.24%	Q1 2014	Q1 2017	11
Balentine LLC	5	2	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	11
Relyea Zuckerberg Hanson LLC	11	11	0.08%	0.17%	0.28%	Q4 2019	Q2 2022	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.05%	0.10%	Q2 2013	Q4 2015	11
Pflug Koory, LLC	9	2	0.00%	0.00%	0.02%	Q4 2016	Q1 2023	11
PECAUT & CO.	11	11	0.00%	0.24%	0.32%	Q1 2017	Q3 2019	11
Penn Capital Management Company, LLC	7	1	0.01%	0.10%	0.44%	Q2 2013	Q4 2022	11
Dana Investment Advisors, Inc.	11	11	0.01%	0.03%	0.04%	Q1 2021	Q3 2023	11
ASPIRIANT HOLDINGS S3, LLC	11	11	1.43%	1.72%	2.37%	Q2 2013	Q4 2015	11
MOODY NATIONAL BANK TRUST DIVISION	11	11	0.06%	0.33%	0.62%	Q1 2021	Q3 2023	11
New Potomac Partners, LLC	11	11	0.00%	0.01%	0.02%	Q4 2017	Q2 2020	11
Ironsides Asset Advisors, LLC	11	11	0.07%	0.09%	0.15%	Q2 2014	Q4 2016	11
CRA Financial Services, LLC	11	11	0.06%	0.07%	0.08%	Q1 2021	Q3 2023	11
SteelPeak Wealth, LLC	11	11	0.02%	0.03%	0.04%	Q2 2020	Q4 2022	11
Twele Capital Management, Inc.	11	11	0.17%	0.37%	0.48%	Q1 2021	Q3 2023	11
SOUTH TEXAS MONEY MANAGEMENT LTD	11	11	0.01%	0.04%	0.11%	Q1 2017	Q3 2019	11
Columbia Trust Co 01012016	8	3	0.22%	0.40%	0.62%	Q4 2019	Q3 2022	11
Jaffetilchin Investment Partners, LLC	11	11	0.03%	0.03%	0.04%	Q1 2021	Q3 2023	11
Trexquant Investment LP	4	1	0.01%	0.04%	0.18%	Q4 2019	Q3 2023	11
GHP Investment Advisors, Inc.	11	11	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	11
WealthShield Partners, LLC	7	4	0.00%	0.06%	0.13%	Q4 2017	Q3 2023	11
PrairieView Partners, LLC	10	1	0.00%	0.00%	0.01%	Q1 2020	Q2 2023	11
CT Financial Advisors LLC	10	1	0.06%	0.07%	0.09%	Q1 2014	Q1 2017	11
Westshore Wealth, LLC	10	1	2.41%	3.67%	4.29%	Q4 2019	Q2 2023	11
TRUEWEALTH LLC	11	11	0.09%	0.10%	0.10%	Q4 2017	Q2 2020	11
Bridgewater Wealth & Financial Management, LLC	11	11	0.10%	0.14%	0.18%	Q4 2014	Q2 2017	11
CURIAN CAPITAL LLC	11	11	0.09%	0.12%	0.15%	Q2 2013	Q4 2015	11
NWAM LLC	11	11	0.14%	0.25%	0.36%	Q1 2021	Q3 2023	11
Krilogy Financial LLC	9	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2018	11
Geneva Partners, LLC	10	1	0.16%	0.22%	0.34%	Q2 2016	Q4 2019	11
Jordan Park Group LLC	5	3	0.02%	0.05%	0.14%	Q2 2018	Q3 2023	11
Stratos Investment Management, LLC	11	11	0.12%	0.23%	0.41%	Q1 2021	Q3 2023	11
Newport Capital Group, LLC	9	2	0.72%	1.27%	1.38%	Q4 2020	Q3 2023	11
Advisors Capital Management, LLC	11	11	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	11
IMS Capital Management	11	11	0.13%	0.15%	0.16%	Q1 2021	Q3 2023	11
PERSONAL CFO SOLUTIONS, LLC	10	1	0.00%	0.06%	0.12%	Q3 2019	Q3 2023	11
Spire Wealth Management	11	11	0.08%	0.10%	0.16%	Q1 2021	Q3 2023	11
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	11	11	0.38%	0.77%	0.98%	Q1 2021	Q3 2023	11
MBA Advisors LLC	11	11	0.83%	1.09%	1.34%	Q1 2021	Q3 2023	11
Connecticut Wealth Management, LLC	5	3	0.02%	0.47%	2.45%	Q2 2020	Q3 2023	11
DHJJ Financial Advisors, Ltd.	6	4	0.10%	0.12%	0.13%	Q4 2020	Q3 2023	10
EWG Elevate Inc.	9	1	0.01%	0.40%	2.40%	Q4 2019	Q4 2022	10
BEESE FULMER INVESTMENT MANAGEMENT, INC.	9	1	0.01%	0.07%	0.09%	Q2 2020	Q3 2023	10
PARSONS CAPITAL MANAGEMENT INC/RI	9	1	0.00%	0.03%	0.03%	Q1 2015	Q3 2023	10
NatWest Group plc	10	10	0.03%	0.12%	0.27%	Q2 2013	Q3 2015	10
PARK AVENUE SECURITIES LLC	7	1	0.01%	0.03%	0.06%	Q4 2020	Q3 2023	10
Fort Point Capital Partners LLC	4	1	0.06%	0.19%	0.43%	Q1 2018	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.02%	0.05%	0.07%	Q1 2021	Q3 2023	10
ECLECTIC ASSOCIATES INC /ADV	6	4	0.10%	0.15%	0.20%	Q4 2020	Q3 2023	10
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	6	4	0.04%	0.04%	0.05%	Q4 2020	Q3 2023	10
WealthTrust Fairport, LLC	5	2	0.00%	0.01%	0.01%	Q2 2013	Q1 2019	10
Moors & Cabot, Inc.	10	10	0.02%	0.03%	0.03%	Q2 2021	Q3 2023	10
Gemmer Asset Management LLC	9	1	0.00%	0.01%	0.05%	Q1 2014	Q4 2020	10
SMI Advisory Services, LLC	9	1	0.20%	0.29%	0.44%	Q1 2021	Q3 2023	10
CITY NATIONAL BANK	10	10	0.01%	0.01%	0.01%	Q2 2013	Q3 2015	10
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	10	10	0.21%	0.37%	0.49%	Q4 2017	Q1 2020	10
EMORY UNIVERSITY	9	1	0.00%	0.24%	2.41%	Q2 2011	Q4 2013	10
Zions Bancorporation, N.A.	9	1	0.00%	0.13%	0.23%	Q1 2019	Q3 2023	10
Hefty Wealth Partners	10	10	1.00%	1.45%	2.25%	Q4 2015	Q1 2018	10
Eagle Bay Advisors LLC	10	10	0.01%	0.02%	0.04%	Q2 2021	Q3 2023	10
Pallas Capital Advisors LLC	10	10	0.08%	0.38%	0.99%	Q2 2021	Q3 2023	10
Syverson Strege & Co	10	10	0.01%	0.02%	0.04%	Q4 2020	Q1 2023	10
Willis Johnson & Associates, Inc.	8	2	0.02%	0.07%	0.10%	Q4 2020	Q2 2023	10
Alamar Capital Management, LLC	10	10	0.15%	0.40%	0.66%	Q1 2021	Q2 2023	10
FARMERS TRUST CO	8	2	0.05%	0.06%	0.06%	Q3 2020	Q1 2023	10
Lehman & Derafelo Financial Resources LLC	6	2	0.00%	0.00%	0.01%	Q3 2019	Q3 2022	10
ARS Wealth Advisors, LLC	7	3	0.07%	0.08%	0.09%	Q1 2018	Q2 2021	10
Strategic Equity Management	8	2	0.08%	4.32%	8.17%	Q1 2021	Q3 2023	10
InterOcean Capital Group, LLC	10	10	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	10
Accel Wealth Management	10	10	0.01%	0.02%	0.03%	Q4 2020	Q1 2023	10
TruWealth Advisors, LLC	6	4	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	10
Advisor Resource Council	10	10	0.08%	0.27%	0.53%	Q2 2021	Q3 2023	10
Carl P. Sherr & Co., LLC	10	10	0.17%	0.79%	1.48%	Q2 2021	Q3 2023	10
Strategic Wealth Partners, Ltd.	6	4	0.00%	0.02%	0.07%	Q4 2017	Q1 2022	10
Claraphi Advisory Network, LLC	10	10	0.05%	0.31%	0.58%	Q4 2017	Q1 2020	10
Resonant Capital Advisors, LLC	10	10	0.08%	0.15%	0.23%	Q2 2021	Q3 2023	10
EPG Wealth Management LLC	5	2	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	10
Lloyd Advisory Services, LLC.	10	10	0.05%	0.09%	0.13%	Q4 2019	Q1 2022	10
LONDON CO OF VIRGINIA	5	1	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	10
West Branch Capital LLC	10	10	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	10
Savior LLC	10	10	0.00%	0.10%	0.18%	Q4 2019	Q1 2022	10
TRANSCEND CAPITAL ADVISORS, LLC	9	1	0.02%	0.05%	0.07%	Q4 2019	Q3 2023	10
Kavar Capital Partners, LLC	3	2	0.01%	0.04%	0.12%	Q4 2013	Q3 2020	10
Sage Financial Management Group, Inc.	6	1	0.24%	0.33%	0.44%	Q4 2020	Q3 2023	10
GRIMES & COMPANY, INC.	6	3	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	9
Stearns Financial Services Group	9	9	0.00%	0.02%	0.05%	Q3 2018	Q3 2020	9
Intrua Financial, LLC	9	9	0.14%	0.17%	0.23%	Q1 2021	Q1 2023	9
Knuff & Co LLC	6	3	0.02%	0.03%	0.04%	Q3 2019	Q4 2021	9
SPINNAKER TRUST	9	9	0.03%	0.03%	0.03%	Q3 2021	Q3 2023	9
NORTHSTAR WEALTH PARTNERS LLC	9	9	0.10%	0.20%	0.27%	Q2 2018	Q2 2020	9
ARS Wealth Advisors Group, LLC	9	9	0.05%	0.07%	0.09%	Q3 2021	Q3 2023	9
PALLADIUM PARTNERS LLC	6	1	0.00%	0.01%	0.01%	Q2 2013	Q1 2022	9
JANICZEK WEALTH MANAGEMENT, LLC	9	9	0.01%	0.01%	0.01%	Q2 2021	Q2 2023	9
American Investment Services, Inc.	9	9	0.30%	0.32%	0.34%	Q1 2018	Q1 2020	9
MBL Wealth, LLC	7	2	0.19%	0.27%	0.40%	Q4 2020	Q3 2023	9
Marcum Wealth, LLC	9	9	0.10%	0.15%	0.28%	Q3 2021	Q3 2023	9
Cranbrook Wealth Management, LLC	9	9	0.11%	0.12%	0.14%	Q3 2021	Q3 2023	9
SkyOak Wealth, LLC	8	1	0.06%	0.07%	0.12%	Q4 2019	Q1 2022	9
Clear Harbor Asset Management, LLC	9	9	0.01%	0.10%	0.13%	Q3 2021	Q3 2023	9
MARSHALL FINANCIAL GROUP INC /ADV	6	3	0.09%	0.13%	0.16%	Q2 2019	Q4 2021	9
U.S. Capital Wealth Advisors, LLC	9	9	0.03%	0.03%	0.04%	Q3 2021	Q3 2023	9
BANK OF THE WEST	9	9	0.04%	0.05%	0.07%	Q4 2020	Q4 2022	9
Leonard Rickey Investment Advisors P.L.L.C.	9	9	0.17%	0.19%	0.20%	Q4 2017	Q4 2019	9
WC Walker & Associates, Inc.	9	9	0.56%	0.66%	0.78%	Q4 2020	Q4 2022	9
KESTRA PRIVATE WEALTH SERVICES, LLC	9	9	0.01%	0.05%	0.07%	Q3 2021	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	1.48%	2.31%	2.95%	Q3 2021	Q3 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.01%	0.03%	0.04%	Q2 2013	Q2 2015	9
Pinnacle Wealth Management Advisory Group, LLC	9	9	0.06%	0.12%	0.26%	Q3 2021	Q3 2023	9
Fernwood Investment Management, LLC	5	1	0.07%	0.08%	0.11%	Q3 2018	Q3 2023	9
Herold Advisors, Inc.	9	9	0.10%	0.14%	0.16%	Q3 2021	Q3 2023	9
Royal Harbor Partners, LLC	6	3	0.11%	0.14%	0.17%	Q4 2020	Q3 2023	9
Williams Jones Wealth Management, LLC.	6	3	0.00%	0.01%	0.01%	Q3 2019	Q1 2022	9
BOK Financial Private Wealth, Inc.	6	1	0.00%	0.01%	0.04%	Q1 2017	Q3 2023	9
Avantax Planning Partners, Inc.	7	1	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	9
Sanford Advisory Services, LLC	9	9	0.20%	0.23%	0.25%	Q4 2020	Q4 2022	9
Fisher Asset Management, LLC	4	1	0.00%	0.00%	0.00%	Q1 2017	Q2 2023	9
Qube Research & Technologies Ltd	5	1	0.00%	0.00%	0.03%	Q1 2020	Q3 2023	9
Private Vista, LLC	6	1	0.05%	0.21%	0.37%	Q2 2017	Q1 2020	9
MATRIX ASSET ADVISORS INC/NY	9	9	0.03%	0.13%	0.29%	Q3 2021	Q3 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	0.73%	1.03%	1.24%	Q3 2021	Q3 2023	9
Portfolio Solutions, LLC	5	2	0.02%	0.03%	0.04%	Q1 2017	Q3 2020	9
Mascoma Wealth Management LLC	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
FLOW TRADERS U.S. LLC	2	1	0.05%	0.12%	0.36%	Q4 2013	Q2 2023	9
Frisch Financial Group, Inc.	9	9	0.09%	0.10%	0.10%	Q4 2020	Q4 2022	9
Invesco Ltd.	3	1	0.00%	0.00%	0.01%	Q2 2013	Q4 2018	9
American Financial Network Advisory Services LLC	9	9	0.52%	0.60%	0.81%	Q3 2017	Q3 2019	9
Madison Asset Management, LLC	8	1	0.00%	0.01%	0.02%	Q1 2021	Q3 2023	9
AJ WEALTH STRATEGIES, LLC	5	4	0.02%	0.04%	0.10%	Q2 2017	Q3 2022	9
BANK HAPOALIM BM	7	2	0.04%	0.24%	0.45%	Q4 2013	Q3 2016	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	0.19%	0.80%	1.55%	Q4 2014	Q4 2016	9
MEEDER ASSET MANAGEMENT INC	9	9	0.00%	0.01%	0.02%	Q3 2020	Q3 2022	9
Summit Trail Advisors, LLC	9	9	0.01%	0.02%	0.04%	Q3 2021	Q3 2023	9
ClearBridge Investments	2	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2022	9
Surevest, LLC	4	1	0.00%	0.10%	0.33%	Q4 2018	Q3 2022	9
AGF INVESTMENTS INC.	9	9	0.04%	0.08%	0.10%	Q2 2013	Q2 2015	9
REINHART PARTNERS, LLC.	8	1	0.06%	0.16%	0.97%	Q2 2013	Q4 2015	9
FACTORY MUTUAL INSURANCE CO	9	9	0.30%	1.29%	2.44%	Q3 2021	Q3 2023	9
O'Brien Wealth Partners LLC	8	8	0.07%	0.12%	0.16%	Q4 2021	Q3 2023	8
Allen Investment Management, LLC	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
Everhart Financial Group, Inc.	8	8	0.10%	0.13%	0.18%	Q3 2021	Q2 2023	8
Annapolis Financial Services, LLC	8	8	0.02%	0.11%	0.15%	Q4 2021	Q3 2023	8
Homrich & Berg	5	1	0.01%	0.02%	0.03%	Q4 2017	Q3 2021	8
Fermata Advisors, LLC	4	4	0.11%	0.19%	0.41%	Q2 2021	Q3 2023	8
NewEdge Wealth, LLC	8	8	0.01%	0.05%	0.12%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.07%	0.07%	0.08%	Q4 2020	Q3 2022	8
Fairhaven Wealth Management, LLC	6	2	0.08%	0.09%	0.11%	Q1 2021	Q3 2023	8
Lindbrook Capital, LLC	8	8	0.08%	0.14%	0.22%	Q4 2021	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	0.12%	0.13%	0.14%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Clear Perspective Advisors, LLC	7	1	0.02%	0.03%	0.05%	Q4 2016	Q2 2019	8
Watermark Asset Management, Inc.	8	8	0.02%	0.04%	0.05%	Q1 2017	Q4 2018	8
Vickerman Investment Advisors, Inc.	8	8	0.08%	0.14%	0.22%	Q3 2021	Q2 2023	8
Pine Haven Investment Counsel, Inc	8	8	0.83%	0.86%	0.89%	Q4 2021	Q3 2023	8
Beaumont Financial Partners, LLC	3	1	0.05%	0.76%	1.93%	Q2 2013	Q3 2022	8
Washington Trust Advisors, Inc.	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Mechanics Financial Corp	8	8	0.07%	0.09%	0.11%	Q4 2021	Q3 2023	8
Mill Capital Management, LLC	8	8	0.05%	0.06%	0.06%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.04%	0.10%	0.16%	Q4 2021	Q3 2023	8
ML & R WEALTH MANAGEMENT LLC	8	8	0.85%	1.21%	1.63%	Q4 2021	Q3 2023	8
KMG FIDUCIARY PARTNERS, LLC	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
SHELTON WEALTH MANAGEMENT, LLC	8	8	7.29%	8.31%	9.55%	Q4 2021	Q3 2023	8
Peterson Financial Group, Inc.	8	8	0.91%	1.08%	1.84%	Q4 2021	Q3 2023	8
Stonegate Investment Group, LLC	8	8	0.01%	0.23%	0.37%	Q4 2021	Q3 2023	8
Cassady Schiller Wealth Management, LLC	8	8	0.08%	0.16%	0.26%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	0.74%	1.14%	1.69%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
PACK Private Wealth, LLC	8	8	0.20%	0.22%	0.25%	Q4 2021	Q3 2023	8
BLODGETT WEALTH ADVISORS, LLC	8	8	0.40%	0.42%	0.46%	Q4 2021	Q3 2023	8
Von Berge Wealth Management Group, LLC	8	8	0.20%	0.21%	0.22%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.06%	0.08%	0.09%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.04%	0.04%	0.04%	Q4 2021	Q3 2023	8
SOUTHERN CAPITAL ADVISORS, LLC	8	8	0.47%	0.69%	0.76%	Q4 2021	Q3 2023	8
Pasadena Private Wealth, LLC	8	8	0.58%	0.65%	0.81%	Q4 2021	Q3 2023	8
Pointe Capital Management LLC	6	1	0.06%	0.16%	0.26%	Q4 2016	Q1 2023	8
Operose Advisors LLC	8	8	0.28%	0.41%	0.62%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.00%	0.02%	0.03%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.33%	0.37%	0.42%	Q4 2021	Q3 2023	8
Trail Ridge Investment Advisors, LLC	8	8	0.16%	0.25%	0.40%	Q4 2021	Q3 2023	8
SeaCrest Wealth Management, LLC	6	1	0.02%	0.04%	0.07%	Q4 2017	Q2 2022	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
O'ROURKE & COMPANY, Inc	8	8	0.17%	0.19%	0.25%	Q4 2021	Q3 2023	8
Hanson & Doremus Investment Management	8	8	0.01%	0.01%	0.01%	Q2 2013	Q1 2015	8
Ulland Investment Advisors, LLC	8	8	0.25%	0.29%	0.36%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.01%	0.03%	0.04%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.07%	0.09%	0.10%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	8
Bill Few Associates, Inc.	8	8	0.32%	0.36%	0.39%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	0.29%	0.50%	0.91%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	0.43%	0.47%	0.50%	Q4 2021	Q3 2023	8
TRIAD FINANCIAL ADVISORS, INC.	8	8	0.12%	0.20%	0.30%	Q4 2021	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	0.42%	0.61%	0.90%	Q4 2021	Q3 2023	8
DEARBORN CAPITAL MANAGEMENT LLC	8	8	6.16%	7.23%	9.01%	Q4 2016	Q3 2018	8
Belvedere Trading LLC	2	1	0.00%	0.03%	0.11%	Q4 2020	Q3 2023	8
Stephens Consulting, LLC	8	8	0.01%	0.05%	0.10%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Sequoia Wealth Management, LLC	8	8	0.25%	0.33%	0.65%	Q4 2017	Q3 2019	8
FIRST INTERSTATE BANK	8	8	0.00%	0.01%	0.01%	Q3 2015	Q2 2017	8
KING LUTHER CAPITAL MANAGEMENT CORP	7	1	0.00%	0.01%	0.01%	Q4 2013	Q2 2016	8
Garde Capital, Inc.	8	8	0.05%	0.07%	0.09%	Q2 2017	Q1 2019	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.00%	0.01%	0.02%	Q2 2013	Q1 2015	8
Apriem Advisors	6	1	0.00%	0.01%	0.02%	Q2 2013	Q1 2017	8
Arkadios Wealth Advisors	8	8	0.00%	0.06%	0.19%	Q4 2019	Q3 2021	8
Callan Capital, LLC	5	3	0.03%	0.04%	0.04%	Q1 2021	Q3 2023	8
Winthrop Partners - WNY, LLC	8	8	1.08%	1.64%	2.34%	Q4 2017	Q3 2019	8
ABERDEEN ASSET MANAGEMENT PLC/UK	4	4	0.00%	0.01%	0.02%	Q2 2013	Q2 2017	8
Quantum Capital Management, LLC / NJ	8	8	0.00%	0.00%	0.00%	Q1 2014	Q4 2015	8
Apollon Wealth Management, LLC	8	8	0.08%	0.11%	0.15%	Q4 2021	Q3 2023	8
Firestone Capital Management	8	8	0.05%	0.06%	0.07%	Q4 2019	Q3 2021	8
EAGLE BOSTON INVESTMENT MANAGEMENT INC	8	8	0.03%	0.33%	1.04%	Q2 2017	Q1 2019	8
BENJAMIN EDWARDS INC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.60%	0.70%	0.96%	Q2 2013	Q1 2015	8
Foundations Investment Advisors, LLC	7	1	0.01%	0.05%	0.26%	Q2 2018	Q3 2023	8
Peachtree Investment Partners, LLC	8	8	0.00%	0.00%	0.01%	Q3 2020	Q2 2022	8
Lake Point Wealth Management	5	1	0.01%	0.01%	0.01%	Q4 2018	Q2 2022	8
SANDERS MORRIS HARRIS LLC	6	2	0.08%	0.74%	1.70%	Q1 2016	Q2 2022	8
HRT FINANCIAL LP	3	1	0.01%	0.06%	0.25%	Q1 2016	Q3 2023	8
GIRARD PARTNERS LTD.	7	1	0.03%	1.76%	2.41%	Q3 2018	Q3 2023	8
BAR HARBOR WEALTH MANAGEMENT	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
NORWOOD FINANCIAL CORP	8	8	0.13%	0.15%	0.16%	Q4 2021	Q3 2023	8
Corundum Group, Inc.	4	1	0.19%	0.43%	1.88%	Q4 2015	Q2 2021	8
Wealthfront Advisers LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Golden State Wealth Management, LLC	4	1	0.01%	0.05%	0.10%	Q1 2019	Q1 2022	8
DONALDSON CAPITAL MANAGEMENT, LLC	8	8	0.03%	0.06%	0.14%	Q4 2012	Q3 2014	8
Taylor & Morgan Wealth Management, LLC	8	8	3.32%	4.43%	5.67%	Q4 2021	Q3 2023	8
HARVEST GROUP WEALTH MANAGEMENT, LLC	8	8	0.01%	0.02%	0.03%	Q1 2019	Q4 2020	8
Institute for Wealth Management, LLC.	6	1	0.02%	1.65%	5.24%	Q2 2013	Q4 2021	8
Bank of Kentucky, Inc.	8	8	0.01%	0.02%	0.02%	Q2 2013	Q1 2015	8
Edgemoor Investment Advisors, Inc.	8	8	0.04%	0.05%	0.05%	Q4 2021	Q3 2023	8
Moisand Fitzgerald Tamayo, LLC	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
SENTINEL TRUST CO LBA	7	7	0.04%	0.04%	0.04%	Q1 2022	Q3 2023	7
Bank of New Hampshire	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
RE Dickinson Investment Advisors, LLC	7	7	0.01%	0.02%	0.04%	Q4 2021	Q2 2023	7
Burt Wealth Advisors	7	7	0.01%	0.01%	0.01%	Q2 2019	Q4 2020	7
Courage Miller Partners, LLC	7	7	0.10%	0.10%	0.10%	Q4 2020	Q2 2022	7
Bell Bank	6	1	0.03%	0.05%	0.14%	Q1 2014	Q3 2023	7
Shepherd Financial Partners LLC	7	7	0.07%	0.52%	2.81%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.01%	0.01%	0.04%	Q1 2022	Q3 2023	7
NORRIS PERNE & FRENCH LLP/MI	5	1	0.02%	0.02%	0.03%	Q3 2017	Q4 2021	7
SAXON INTERESTS, INC.	7	7	0.68%	0.72%	0.81%	Q4 2021	Q2 2023	7
Leelyn Smith, LLC	7	7	0.00%	0.02%	0.02%	Q4 2019	Q2 2021	7
Linker Capital Management Inc.	7	7	0.73%	0.76%	0.78%	Q4 2021	Q2 2023	7
NBT BANK N A /NY	7	7	0.04%	0.04%	0.04%	Q2 2019	Q4 2020	7
First Western Trust Bank	7	7	4.12%	4.34%	4.66%	Q1 2022	Q3 2023	7
FIRST CITIZENS BANCORPORATION INC	7	7	2.07%	2.42%	2.76%	Q2 2013	Q4 2014	7
F3Logic, LLC	4	3	0.04%	0.08%	0.13%	Q4 2018	Q1 2022	7
Royal Fund Management, LLC	7	7	0.00%	0.00%	0.00%	Q3 2018	Q1 2020	7
ParenteBeard Wealth Management, LLC	7	7	0.06%	0.31%	0.40%	Q2 2013	Q4 2014	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.01%	0.05%	Q4 2020	Q4 2022	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.02%	0.02%	0.06%	Q1 2022	Q3 2023	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.01%	0.01%	Q4 2020	Q2 2022	7
Parisi Gray Wealth Management	6	1	0.06%	0.08%	0.10%	Q4 2017	Q2 2021	7
Proficio Capital Partners LLC	3	1	0.04%	2.28%	3.14%	Q4 2019	Q1 2023	7
Renasant Bank	6	1	0.16%	0.29%	0.34%	Q4 2020	Q4 2022	7
EFG Asset Management (Americas) Corp.	4	3	0.09%	0.16%	0.20%	Q1 2016	Q4 2017	7
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	5	2	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	7
Aaron Wealth Advisors LLC	7	7	0.04%	0.14%	0.45%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.12%	0.13%	0.14%	Q2 2013	Q4 2014	7
AlphaCore Capital LLC	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
First Command Bank	4	3	0.00%	0.01%	0.01%	Q4 2016	Q2 2023	7
Independent Family Office, LLC	7	7	0.12%	0.27%	0.61%	Q4 2019	Q2 2021	7
FOUNDERS BANK & TRUST	7	7	0.05%	0.16%	0.30%	Q2 2013	Q4 2014	7
First Bank & Trust	4	3	0.05%	0.08%	0.11%	Q2 2021	Q3 2023	7
HOWE & RUSLING INC	3	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.19%	0.44%	1.04%	Q2 2013	Q4 2014	7
GUARDIAN WEALTH ADVISORS, LLC / NC	7	7	0.00%	0.09%	0.11%	Q1 2022	Q3 2023	7
EverSource Wealth Advisors, LLC	4	3	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	7
Parasol Investment Management, LLC	7	7	0.08%	0.12%	0.15%	Q3 2014	Q1 2016	7
FISHMAN JAY A LTD/MI	7	7	0.04%	0.05%	0.05%	Q2 2017	Q4 2018	7
Edge Advisors, LLC	7	7	0.01%	0.01%	0.01%	Q4 2016	Q2 2018	7
Graves Light Lenhart Wealth, Inc.	7	7	0.01%	0.01%	0.01%	Q4 2020	Q2 2022	7
Squar Milner Financial Services LLC	5	2	0.03%	0.03%	0.04%	Q2 2018	Q1 2020	7
HB Wealth Management, LLC	7	7	0.04%	0.05%	0.05%	Q1 2022	Q3 2023	7
Baldwin Investment Management, LLC	7	7	0.07%	0.08%	0.08%	Q2 2018	Q4 2019	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.05%	0.09%	0.11%	Q4 2017	Q3 2019	7
Kovack Advisors, Inc.	7	7	0.06%	0.08%	0.09%	Q1 2021	Q3 2022	7
Integrated Wealth Management	7	7	0.01%	0.02%	0.04%	Q1 2015	Q3 2016	7
Cobble Hill Financial Services, INC	7	7	1.24%	1.39%	1.54%	Q1 2013	Q3 2014	7
Mosaic Family Wealth, LLC	6	1	0.00%	0.01%	0.02%	Q1 2017	Q1 2019	7
Rockbridge Investment Management, LCC	7	7	0.00%	0.00%	0.00%	Q2 2020	Q4 2021	7
SHAPIRO ROBERT N	7	7	0.79%	0.89%	1.00%	Q2 2013	Q4 2014	7
Exchange Capital Management, Inc.	6	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2018	7
Tyler-Stone Wealth Management	5	2	0.06%	0.08%	0.10%	Q4 2021	Q3 2023	7
TCF National Bank	7	7	0.09%	0.10%	0.12%	Q3 2019	Q1 2021	7
REUTER JAMES WEALTH MANAGEMENT, LLC	6	1	0.18%	0.24%	0.29%	Q4 2021	Q3 2023	7
AlphaStar Capital Management, LLC	7	7	0.02%	0.03%	0.04%	Q4 2020	Q2 2022	7
Nvest Financial, LLC	7	7	1.14%	1.30%	1.44%	Q1 2022	Q3 2023	7
Hartford Financial Management Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
NEIRG Wealth Management, LLC	7	7	0.30%	0.53%	0.71%	Q4 2021	Q2 2023	7
RFG Advisory, LLC	5	1	0.01%	0.02%	0.06%	Q4 2018	Q3 2023	7
Alley Investment Management Company, LLC	7	7	0.18%	0.21%	0.23%	Q1 2022	Q3 2023	7
ALESCO ADVISORS LLC	7	7	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.01%	0.02%	0.03%	Q1 2022	Q3 2023	7
Summit X, LLC	4	1	0.01%	0.22%	0.35%	Q1 2019	Q4 2021	7
WEDBUSH SECURITIES INC	6	1	0.01%	0.02%	0.03%	Q2 2018	Q1 2022	7
SJS Investment Consulting Inc.	5	2	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
Cable Hill Partners, LLC	7	7	0.02%	0.02%	0.03%	Q3 2017	Q1 2019	7
Trust Co	7	7	0.04%	0.05%	0.06%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.02%	0.04%	0.07%	Q1 2022	Q3 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.04%	0.06%	0.07%	Q1 2022	Q3 2023	7
Empire Life Investments Inc.	7	7	0.09%	0.23%	0.36%	Q2 2021	Q4 2022	7
Horizons Wealth Management	7	7	0.14%	0.15%	0.18%	Q2 2022	Q4 2023	7
Platform Technology Partners	5	2	0.08%	0.12%	0.13%	Q2 2021	Q3 2023	7
Venturi Wealth Management, LLC	7	7	0.02%	0.05%	0.12%	Q1 2022	Q3 2023	7
Three Bridge Wealth Advisors, LLC	7	7	1.54%	2.32%	2.82%	Q1 2022	Q3 2023	7
Winfield Associates, Inc.	7	7	0.02%	0.02%	0.02%	Q4 2013	Q2 2015	7
Future Financial Wealth Managment LLC	7	7	1.49%	2.19%	2.51%	Q4 2020	Q2 2022	7
Bensler, LLC	7	7	0.12%	0.13%	0.14%	Q1 2022	Q3 2023	7
CONCORD ASSET MANAGEMENT LLC	7	7	0.20%	0.26%	0.32%	Q2 2013	Q4 2014	7
Fairpointe Capital LLC	3	1	0.03%	0.24%	0.58%	Q2 2013	Q4 2018	7
Octavia Wealth Advisors, LLC	7	7	0.05%	0.05%	0.06%	Q1 2022	Q3 2023	7
TWO SIGMA INVESTMENTS, LP	4	1	0.00%	0.01%	0.02%	Q1 2014	Q1 2019	7
Whitnell & Co.	5	1	0.00%	0.03%	0.04%	Q4 2014	Q4 2019	7
Sonora Investment Management, LLC	4	3	0.00%	0.00%	0.01%	Q2 2019	Q3 2021	7
Providence Capital Advisors, LLC	5	2	0.00%	0.01%	0.02%	Q4 2017	Q1 2022	7
OLIVER LAGORE VANVALIN INVESTMENT GROUP	7	7	0.01%	0.04%	0.12%	Q1 2022	Q3 2023	7
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	4	1	0.00%	0.01%	0.02%	Q4 2015	Q2 2018	7
Threshold Group LLC	7	7	0.48%	0.60%	0.79%	Q1 2016	Q3 2017	7
LWS Wealth Advisors, Inc.	6	1	0.09%	0.16%	0.32%	Q4 2019	Q3 2023	7
Sound Income Strategies, LLC	5	1	0.00%	0.00%	0.00%	Q4 2018	Q1 2023	7
First Command Financial Services, Inc.	4	3	0.00%	0.00%	0.01%	Q4 2016	Q2 2023	7
ETRADE Capital Management LLC	6	6	0.01%	0.01%	0.01%	Q3 2017	Q4 2018	6
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	6	6	0.06%	0.25%	0.33%	Q2 2022	Q3 2023	6
Virtu KCG Holdings LLC	2	1	0.01%	0.04%	0.14%	Q3 2014	Q2 2017	6
KMS FINANCIAL SERVICES, INC	6	6	0.09%	0.11%	0.16%	Q2 2013	Q3 2014	6
Select Equity Group, L.P.	2	1	0.00%	0.02%	0.06%	Q4 2016	Q4 2022	6
Crosspoint Capital Strategies, LLC	5	1	0.01%	0.02%	0.04%	Q4 2013	Q3 2015	6
Checchi Capital Advisers, LLC	6	6	0.02%	0.03%	0.04%	Q2 2022	Q3 2023	6
MERIDIAN INVESTMENT COUNSEL INC.	4	2	0.07%	0.08%	0.08%	Q2 2021	Q3 2023	6
Arete Wealth Advisors, LLC	4	1	0.02%	0.09%	0.20%	Q2 2015	Q2 2022	6
Bridgewater Advisors Inc.	6	6	0.08%	0.15%	0.24%	Q1 2021	Q2 2022	6
First Western Capital Management Co	6	6	0.38%	0.79%	1.28%	Q3 2014	Q4 2015	6
Summit Financial Strategies, Inc.	6	6	0.09%	0.32%	0.42%	Q2 2022	Q3 2023	6
Migdal Insurance & Financial Holdings Ltd.	6	6	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	6
L & S Advisors Inc	6	6	0.04%	0.06%	0.08%	Q4 2018	Q1 2020	6
US FINANCIAL ADVISORS, LLC	6	6	0.04%	0.25%	0.44%	Q4 2014	Q1 2016	6
BANK OF STOCKTON	5	1	0.09%	0.12%	0.12%	Q2 2014	Q3 2017	6
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	6	6	0.08%	0.44%	0.76%	Q2 2022	Q3 2023	6
Relative Value Partners Group, LLC	5	1	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	6
Clarius Group, LLC	3	1	0.04%	0.07%	0.15%	Q3 2016	Q4 2019	6
Paragon Wealth Strategies, LLC	5	1	0.00%	0.18%	0.49%	Q4 2018	Q2 2021	6
FORESTERS ASSET MANAGEMENT INC.	6	6	1.26%	1.35%	1.51%	Q2 2016	Q3 2017	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2014	6
CAPITAL FUND MANAGEMENT S.A.	3	1	0.00%	0.01%	0.02%	Q4 2016	Q1 2019	6
Good Life Advisors, LLC	6	6	0.04%	0.04%	0.05%	Q1 2021	Q2 2022	6
Clearstead Trust, LLC	6	6	0.14%	0.16%	0.19%	Q4 2018	Q1 2020	6
PFM Asset Management LLC	6	6	0.03%	0.23%	0.33%	Q2 2020	Q3 2021	6
Aevitas Wealth Management, Inc.	6	6	0.06%	0.07%	0.08%	Q4 2017	Q1 2019	6
Tower View Wealth Management LLC	4	2	0.00%	0.01%	0.04%	Q3 2019	Q3 2022	6
55I, LLC	5	1	0.02%	0.04%	0.07%	Q3 2020	Q3 2022	6
Sepio Capital, LP	5	1	0.14%	0.54%	0.89%	Q1 2019	Q4 2022	6
Virginia National Bank	6	6	0.70%	1.16%	1.87%	Q1 2022	Q2 2023	6
BURNEY CO/	5	1	0.01%	0.01%	0.01%	Q1 2021	Q2 2023	6
SlateStone Wealth, LLC	6	6	0.12%	0.16%	0.19%	Q2 2022	Q3 2023	6
Claro Advisors LLC	3	1	0.05%	0.14%	0.19%	Q4 2018	Q2 2023	6
Magnus Financial Group LLC	4	2	0.04%	0.05%	0.08%	Q3 2019	Q1 2022	6
SMITH SHELLNUT WILSON LLC /ADV	3	3	0.41%	1.61%	2.82%	Q3 2017	Q1 2019	6
MA Private Wealth	6	6	0.08%	0.17%	0.30%	Q4 2018	Q1 2020	6
PACIFIC SUN FINANCIAL CORP	4	1	0.12%	0.13%	0.15%	Q3 2021	Q2 2023	6
Avion Wealth	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Integer Wealth Advisors Group LLC	6	6	0.44%	0.65%	0.79%	Q4 2019	Q1 2021	6
Goodwin Investment Advisory	6	6	0.01%	5.12%	9.34%	Q2 2022	Q3 2023	6
Aprio Wealth Management, LLC	5	1	0.11%	0.16%	0.31%	Q2 2021	Q1 2023	6
Total Clarity Wealth Management, Inc.	2	1	0.00%	0.02%	0.11%	Q4 2019	Q3 2023	6
SVB Investment Services Inc.	5	1	0.01%	0.09%	0.13%	Q4 2019	Q4 2021	6
Eudaimonia Partners, LLC	6	6	0.01%	0.01%	0.02%	Q4 2019	Q1 2021	6
TFC Financial Management, Inc.	6	6	0.01%	0.06%	0.11%	Q2 2022	Q3 2023	6
Karn, Couzens & Associates, Inc.	6	6	0.23%	0.29%	0.33%	Q4 2020	Q1 2022	6
Altus Wealth Group LLC	4	2	0.06%	0.43%	0.70%	Q4 2020	Q3 2023	6
Addison Advisors LLC	6	6	0.01%	0.01%	0.01%	Q1 2022	Q2 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.75%	0.81%	0.85%	Q4 2020	Q1 2022	6
Freedman Financial Associates, Inc.	6	6	0.13%	0.15%	0.18%	Q4 2020	Q1 2022	6
Rodgers & Associates, LTD	6	6	0.05%	0.07%	0.07%	Q4 2020	Q1 2022	6
Stifel Trust Company, N.A.	6	6	0.01%	0.01%	0.01%	Q2 2013	Q3 2014	6
ENCOMPASS WEALTH ADVISORS, LLC	6	6	0.13%	0.15%	0.17%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.01%	0.02%	0.02%	Q2 2022	Q3 2023	6
Connectus Wealth, LLC	6	6	0.01%	0.02%	0.11%	Q2 2022	Q3 2023	6
Capital Group Private Client Services, Inc.	6	6	0.01%	0.03%	0.05%	Q2 2022	Q3 2023	6
Canvas Wealth Advisors, LLC	6	6	0.17%	0.19%	0.22%	Q2 2022	Q3 2023	6
Corsicana & Co.	6	6	0.02%	0.03%	0.03%	Q2 2021	Q3 2022	6
Kolinsky Wealth Management, LLC	4	2	0.24%	0.24%	0.25%	Q1 2022	Q3 2023	6
MAS Advisors LLC	6	6	0.20%	0.49%	0.95%	Q4 2021	Q1 2023	6
NCM Capital Management, LLC	5	1	0.24%	0.68%	1.03%	Q1 2022	Q3 2023	6
UNIONVIEW, LLC	4	2	0.20%	0.23%	0.25%	Q4 2021	Q3 2023	6
New Millennium Group LLC	6	6	0.04%	0.04%	0.04%	Q2 2022	Q3 2023	6
Next Level Private LLC	2	2	0.39%	0.48%	0.59%	Q4 2021	Q3 2023	6
Forum Private Client Group LLC	6	6	0.54%	0.65%	0.71%	Q1 2022	Q2 2023	6
FORTE ASSET MANAGEMENT LLC	6	6	3.86%	4.26%	4.61%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.19%	0.23%	0.28%	Q2 2022	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.38%	0.48%	0.64%	Q2 2022	Q3 2023	6
Coston, McIsaac & Partners	6	6	0.02%	0.02%	0.03%	Q2 2022	Q3 2023	6
Morton Capital Management LLC/CA	6	6	0.08%	0.12%	0.20%	Q4 2021	Q1 2023	6
UBS AG	6	6	0.16%	0.20%	0.22%	Q2 2013	Q3 2014	6
MACKAY SHIELDS LLC	6	6	0.05%	0.09%	0.15%	Q4 2019	Q1 2021	6
HighTower Trust Company, N.A.	6	6	0.03%	0.04%	0.11%	Q4 2021	Q1 2023	6
RUSSELL FRANK CO/	6	6	0.00%	0.00%	0.00%	Q3 2013	Q4 2014	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.04%	0.06%	0.08%	Q4 2020	Q1 2022	6
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6	6	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	6
MUNDER CAPITAL MANAGEMENT	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
COUNTRY CLUB BANK /GFN	6	6	0.27%	0.31%	0.37%	Q2 2022	Q3 2023	6
FURE FINANCIAL CORP	6	6	1.20%	2.72%	5.35%	Q3 2020	Q4 2021	6
ROCKEFELLER FINANCIAL SERVICES INC	6	6	0.00%	0.00%	0.00%	Q3 2016	Q4 2017	6
VALLEY FORGE ASSET MANAGEMENT, LLC	6	6	0.02%	0.03%	0.04%	Q2 2013	Q3 2014	6
STEWARD CAPITAL MANAGEMENT/	6	6	8.12%	9.94%	11.27%	Q2 2013	Q3 2014	6
Edgestream Partners, L.P.	3	1	0.01%	0.27%	0.77%	Q2 2014	Q4 2021	6
Provident Wealth Management, LLC	5	5	1.28%	1.79%	2.53%	Q4 2019	Q4 2020	5
Glovista Investments LLC	5	5	0.03%	0.09%	0.12%	Q2 2013	Q2 2014	5
EVERGREEN CAPITAL MANAGEMENT LLC	5	5	0.08%	0.09%	0.10%	Q3 2022	Q3 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.09%	0.30%	0.39%	Q4 2018	Q4 2019	5
Antonetti Capital Management LLC	5	5	0.03%	0.04%	0.05%	Q2 2013	Q2 2014	5
BG Investment Services, Inc.	5	5	4.98%	5.45%	6.71%	Q4 2021	Q4 2022	5
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	5	5	0.08%	0.17%	0.26%	Q4 2020	Q4 2021	5
Rain Capital Management, LLC	4	1	0.00%	0.00%	0.00%	Q4 2015	Q2 2023	5
CreativeOne Wealth, LLC	5	5	0.01%	0.01%	0.02%	Q2 2022	Q2 2023	5
WealthTrust-Arizona, LLC	3	1	0.00%	0.00%	0.01%	Q4 2014	Q4 2018	5
Landmark Wealth Management, LLC	3	1	0.14%	0.16%	0.18%	Q1 2022	Q3 2023	5
GRIES FINANCIAL LLC	4	1	0.08%	0.12%	0.16%	Q1 2021	Q3 2023	5
IFG Advisory, LLC	2	1	0.02%	0.05%	0.10%	Q3 2019	Q3 2022	5
Palumbo Wealth Management LLC	5	5	0.13%	0.15%	0.17%	Q4 2020	Q4 2021	5
Baron Wealth Management LLC	5	5	0.39%	0.43%	0.47%	Q4 2022	Q4 2023	5
Wilmington Trust, National Association	5	5	0.24%	0.37%	0.50%	Q2 2013	Q2 2014	5
Crestone Asset Management LLC	5	5	0.08%	0.09%	0.10%	Q4 2018	Q4 2019	5
Crescent Capital Consulting, LLC	5	5	0.05%	0.06%	0.07%	Q4 2020	Q4 2021	5
Argentus Capital Management, LLC	5	5	0.02%	0.07%	0.14%	Q3 2015	Q3 2016	5
Boston Common Asset Management, LLC	3	2	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	5
WILMINGTON TRUST CO	5	5	0.26%	0.57%	0.87%	Q2 2013	Q2 2014	5
Zullo Investment Group, Inc.	5	5	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	5
SBK Financial, Inc.	5	5	0.82%	0.89%	0.96%	Q4 2021	Q4 2022	5
Spot Trading L.L.C	3	3	0.01%	0.08%	0.17%	Q2 2013	Q4 2013	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.00%	0.00%	0.00%	Q4 2016	Q4 2017	5
Kore Private Wealth LLC	3	2	0.01%	0.02%	0.02%	Q4 2018	Q2 2020	5
AMERICAN NATIONAL BANK	5	5	0.08%	0.09%	0.11%	Q3 2022	Q3 2023	5
Lowe Wealth Advisors, LLC	5	5	0.03%	0.03%	0.04%	Q4 2022	Q4 2023	5
Polaris Wealth Advisory Group, LLC	4	1	0.00%	0.02%	0.04%	Q4 2015	Q3 2018	5
FIRST HORIZON CORP	4	1	0.18%	0.26%	0.29%	Q2 2013	Q2 2021	5
Gupta Wealth Management LLC	5	5	0.01%	0.01%	0.01%	Q1 2015	Q1 2016	5
GSB Wealth Management, LLC	4	1	0.07%	0.07%	0.07%	Q1 2022	Q3 2023	5
Livingston Group Asset Management CO (operating as Southport Capital Management)	2	1	0.00%	0.07%	0.13%	Q2 2016	Q4 2021	5
Y-Intercept (Hong Kong) Ltd	2	1	0.05%	0.11%	0.17%	Q2 2021	Q3 2023	5
Baker Avenue Asset Management, LP	5	5	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	5
HCR Wealth Advisors	5	5	0.01%	0.01%	0.02%	Q4 2019	Q4 2020	5
Sowa Financial Group, Inc.	5	5	0.05%	0.07%	0.11%	Q4 2019	Q4 2020	5
Phoenix Wealth Advisors	5	5	0.13%	0.14%	0.15%	Q4 2020	Q4 2021	5
Horan Capital Advisors, LLC.	2	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2020	5
First Allied Asset Management, Inc.	5	5	0.06%	0.07%	0.07%	Q1 2014	Q1 2015	5
Cadence Bank	5	5	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	5
DF DENT & CO INC	5	5	0.00%	0.00%	0.00%	Q2 2021	Q2 2022	5
Global Strategic Investment Solutions, LLC	5	5	0.01%	0.03%	0.04%	Q3 2022	Q3 2023	5
Ten Capital Wealth Advisors, LLC	4	1	0.00%	0.11%	0.15%	Q3 2020	Q1 2023	5
WealthPLAN Partners, LLC	2	1	0.00%	0.01%	0.01%	Q4 2015	Q2 2023	5
MidWestOne Financial Group, Inc.	4	1	0.04%	0.13%	0.20%	Q1 2022	Q3 2023	5
Baron Financial Group, LLC	5	5	1.43%	1.96%	2.30%	Q3 2022	Q3 2023	5
Family Management Corp	5	5	0.00%	0.00%	0.00%	Q2 2019	Q2 2020	5
Icon Wealth Partners, LLC	3	1	0.01%	0.02%	0.03%	Q1 2019	Q1 2022	5
Wealth Alliance	3	1	0.04%	0.16%	0.45%	Q1 2020	Q4 2022	5
ASSOCIATED BANC-CORP	5	5	0.01%	0.02%	0.03%	Q1 2020	Q1 2021	5
MITCHELL MCLEOD PUGH & WILLIAMS INC	5	5	0.08%	0.11%	0.14%	Q3 2022	Q3 2023	5
Stratos Wealth Advisors, LLC	5	5	0.04%	0.09%	0.14%	Q4 2020	Q4 2021	5
Mission Creek Capital Partners, Inc.	5	5	0.08%	0.09%	0.09%	Q3 2022	Q3 2023	5
EAGLE ASSET MANAGEMENT INC	2	1	0.00%	0.01%	0.02%	Q3 2015	Q3 2020	5
Strategic Capital Group LLC	5	5	0.27%	0.36%	0.63%	Q2 2013	Q2 2014	5
MCIA Inc	5	5	1.66%	3.29%	3.80%	Q1 2022	Q1 2023	5
Salomon & Ludwin, LLC	5	5	0.04%	0.05%	0.05%	Q3 2022	Q3 2023	5
ANCORA FAMILY WEALTH ADVISORS, LLC	5	5	0.08%	0.09%	0.12%	Q3 2015	Q3 2016	5
BECK MACK & OLIVER LLC	4	1	0.01%	0.01%	0.01%	Q4 2015	Q1 2022	5
Chicago Wealth Management, Inc.	5	5	0.18%	0.34%	0.39%	Q1 2021	Q1 2022	5
Main Street Financial Solutions, LLC	5	5	0.04%	0.04%	0.04%	Q1 2021	Q1 2022	5
QCI ASSET MANAGEMENT INC/NY	4	1	0.00%	0.02%	0.03%	Q2 2017	Q3 2021	5
BARRETT & COMPANY, INC.	5	5	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	5
VISTA CAPITAL PARTNERS, INC.	4	1	0.05%	0.05%	0.07%	Q3 2018	Q4 2019	5
Crestwood Advisors Group, LLC	4	1	0.00%	0.02%	0.04%	Q1 2017	Q4 2019	5
Virtu Financial LLC	2	1	0.02%	0.05%	0.11%	Q1 2016	Q2 2019	5
Colonial Trust Co / SC	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
Regent Investment Management LLC	5	5	0.42%	0.45%	0.48%	Q3 2015	Q3 2016	5
CLIFFORD SWAN INVESTMENT COUNSEL LLC	5	5	0.01%	0.02%	0.02%	Q1 2020	Q1 2021	5
James J. Burns & Company, LLC	5	5	0.13%	0.14%	0.15%	Q3 2022	Q3 2023	5
Koshinski Asset Management, Inc.	3	1	0.00%	0.03%	0.12%	Q2 2016	Q1 2022	5
GOULD ASSET MANAGEMENT LLC /CA/	5	5	0.46%	0.47%	0.49%	Q4 2018	Q4 2019	5
SHEPHERD KAPLAN KROCHUK, LLC	5	5	0.17%	0.21%	0.28%	Q3 2018	Q3 2019	5
ROMANO BROTHERS AND COMPANY	5	5	0.03%	0.04%	0.05%	Q3 2022	Q3 2023	5
ENZI WEALTH	5	5	0.20%	0.39%	0.67%	Q3 2022	Q3 2023	5
CFO4Life, L.P.	5	5	2.49%	3.92%	7.51%	Q4 2014	Q4 2015	5
HILLTOP WEALTH ADVISORS, LLC	5	5	0.67%	0.86%	1.12%	Q3 2022	Q3 2023	5
Hoxton Financial, Inc.	5	5	0.01%	0.01%	0.02%	Q1 2015	Q1 2016	5
Highwater Wealth Management, LLC	5	5	0.51%	1.92%	3.70%	Q3 2016	Q3 2017	5
SPC Financial, Inc.	3	2	0.06%	0.07%	0.09%	Q1 2015	Q4 2016	5
KENFARB & CO.	5	5	0.06%	0.06%	0.06%	Q4 2021	Q4 2022	5
Regal Investment Advisors LLC	2	1	0.00%	0.03%	0.05%	Q4 2013	Q3 2023	5
MainStreet Investment Advisors LLC	5	5	0.02%	0.02%	0.02%	Q1 2021	Q1 2022	5
Curi Wealth Management, LLC	5	5	0.16%	0.17%	0.18%	Q3 2022	Q3 2023	5
ABNER HERRMAN & BROCK LLC	3	2	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	5
Merit Financial Group, LLC	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
VIAWEALTH, LLC	4	4	0.46%	0.49%	0.51%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	0.40%	0.41%	0.42%	Q4 2022	Q3 2023	4
DOVER ADVISORS, LLC	4	4	0.36%	0.42%	0.47%	Q4 2022	Q3 2023	4
New England Investment & Retirement Group, Inc.	4	4	0.05%	0.27%	0.52%	Q4 2020	Q3 2021	4
CPA Asset Management LLC	4	4	0.17%	0.18%	0.20%	Q4 2022	Q3 2023	4
Copeland Capital Management, LLC	4	4	0.04%	0.15%	0.38%	Q4 2022	Q3 2023	4
AXXCESS WEALTH MANAGEMENT, LLC	3	1	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Koesten, Hirschmann & Crabtree, INC.	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
King Wealth Management Group	2	2	0.04%	0.04%	0.04%	Q4 2021	Q2 2023	4
Betterment LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	1.31%	1.65%	1.93%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.67%	0.75%	0.85%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.26%	0.30%	0.34%	Q4 2022	Q3 2023	4
Summit Investment Advisory Services, LLC	4	4	0.37%	0.44%	0.62%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.08%	0.10%	0.13%	Q4 2022	Q3 2023	4
Employees Retirement System of Texas	4	4	0.02%	0.04%	0.08%	Q3 2019	Q2 2020	4
Passive Capital Management, LLC.	4	4	0.13%	0.15%	0.18%	Q4 2021	Q3 2022	4
Hilltop Partners LLC	4	4	0.09%	0.10%	0.12%	Q4 2022	Q3 2023	4
Asset Allocation Strategies LLC	4	4	0.96%	1.00%	1.04%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
CATALYST FINANCIAL PARTNERS LLC	4	4	0.47%	0.61%	0.74%	Q4 2022	Q3 2023	4
UNIQUE WEALTH, LLC	4	4	0.57%	0.65%	0.84%	Q4 2022	Q3 2023	4
HHM Wealth Advisors, LLC	2	2	0.00%	0.00%	0.01%	Q1 2020	Q3 2022	4
FourThought Financial Partners, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Bricktown Capital, LLC	4	4	0.69%	0.81%	1.03%	Q4 2022	Q3 2023	4
Hoxton Planning & Management, LLC	4	4	1.80%	2.53%	3.29%	Q4 2022	Q3 2023	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	0.94%	0.97%	1.02%	Q4 2022	Q3 2023	4
DFPG INVESTMENTS, LLC	4	4	0.02%	0.06%	0.12%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.18%	0.20%	0.21%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	2.67%	2.84%	2.94%	Q4 2022	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.17%	0.18%	0.19%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.05%	0.08%	0.15%	Q4 2022	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Cardinal Strategic Wealth Guidance	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
BW Gestao de Investimentos Ltda.	4	4	2.44%	3.17%	4.39%	Q4 2022	Q3 2023	4
Lucia Wealth Services, LLC	4	4	0.07%	0.22%	0.60%	Q4 2017	Q3 2018	4
Powell Investment Advisors, LLC	3	1	0.00%	0.02%	0.04%	Q4 2019	Q3 2023	4
Brookfield Asset Management	4	4	0.09%	0.10%	0.11%	Q2 2013	Q1 2014	4
Stonebridge Financial Planning Group, LLC	4	4	0.04%	0.04%	0.04%	Q4 2019	Q3 2020	4
Townsend & Associates, Inc	4	4	1.08%	1.21%	1.44%	Q3 2019	Q2 2020	4
TRADITION ASSET MANAGEMENT LLC	4	4	0.07%	0.08%	0.08%	Q3 2019	Q2 2020	4
Gryphon Financial Partners LLC	3	1	0.00%	0.01%	0.01%	Q4 2017	Q2 2022	4
Visionary Wealth Advisors	4	4	0.18%	0.19%	0.20%	Q4 2019	Q3 2020	4
Blue Zone Wealth Advisors, LLC	3	1	0.07%	0.90%	3.33%	Q4 2019	Q1 2022	4
Valtinson Bruner Financial Planning LLC	4	4	0.16%	1.04%	2.58%	Q1 2021	Q4 2021	4
Beck Bode, LLC	4	4	0.47%	0.53%	0.57%	Q4 2022	Q3 2023	4
Wealth Quarterback LLC	2	2	0.02%	0.03%	0.04%	Q4 2019	Q3 2021	4
CHAPIN DAVIS, INC.	4	4	1.13%	1.24%	1.35%	Q4 2022	Q3 2023	4
CAROLINAS WEALTH CONSULTING LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
VAN ECK ASSOCIATES CORP	3	1	0.00%	0.00%	0.02%	Q2 2014	Q3 2015	4
MinichMacGregor Wealth Management, LLC	4	4	0.00%	0.03%	0.06%	Q1 2017	Q4 2017	4
Quantbot Technologies LP	2	1	0.00%	0.01%	0.01%	Q3 2020	Q4 2022	4
FSA Wealth Management LLC	3	1	0.06%	0.07%	0.07%	Q4 2019	Q4 2020	4
KILEY JUERGENS WEALTH MANAGEMENT, LLC	4	4	0.34%	0.36%	0.41%	Q4 2017	Q3 2018	4
Paul John Balson	4	4	0.52%	0.73%	1.00%	Q1 2020	Q4 2020	4
OLD MISSION CAPITAL LLC	2	1	0.01%	0.04%	0.06%	Q4 2017	Q2 2022	4
Evolution Wealth Advisors, LLC	3	1	0.06%	0.09%	0.11%	Q4 2018	Q4 2019	4
Legend Financial Advisors, Inc.	4	4	0.01%	0.01%	0.01%	Q3 2022	Q2 2023	4
NEW AMSTERDAM PARTNERS LLC/NY	1	1	0.05%	0.35%	1.12%	Q4 2013	Q4 2018	4
CYNOSURE ADVISORS, LLC	4	4	0.27%	0.36%	0.54%	Q4 2017	Q3 2018	4
Advisory Resource Group	2	2	0.06%	0.20%	0.32%	Q3 2022	Q3 2023	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.54%	0.72%	0.81%	Q2 2017	Q1 2018	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	0.54%	0.67%	0.74%	Q4 2017	Q3 2018	4
Live Oak Investment Partners	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
GUGGENHEIM CAPITAL LLC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	4
SHINE INVESTMENT ADVISORY SERVICES INC	4	4	0.06%	0.32%	0.44%	Q4 2019	Q3 2020	4
PERSONAL FINANCIAL CONSULTANTS INC /ADV	4	4	0.42%	0.43%	0.45%	Q3 2018	Q2 2019	4
Ahrens Investment Partners LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q1 2023	4
Sage Mountain Advisors LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
HERITAGE WEALTH MANAGEMENT, LLC	4	4	0.00%	0.00%	0.02%	Q1 2022	Q4 2022	4
Doyle Wealth Management	2	1	0.01%	0.02%	0.03%	Q4 2018	Q3 2022	4
Nalls Sherbakoff Group, LLC	3	1	0.03%	0.03%	0.04%	Q4 2018	Q3 2023	4
Leucadia National	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Peachtree Investment Advisors, Inc.	4	4	0.11%	0.13%	0.14%	Q3 2014	Q2 2015	4
Advisors Preferred, LLC	2	2	0.60%	1.25%	2.65%	Q1 2014	Q1 2015	4
JOYN Advisors, Inc.	4	4	0.00%	0.00%	0.00%	Q1 2018	Q4 2018	4
LWM Advisory Services, LLC	4	4	0.25%	0.38%	0.55%	Q4 2021	Q3 2022	4
Clean Yield Group	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
ATLAS CAPITAL ADVISORS LLC	4	4	0.01%	0.02%	0.02%	Q2 2019	Q1 2020	4
Hills Bank & Trust Co	4	4	0.02%	0.02%	0.03%	Q3 2022	Q2 2023	4
Thai Life Insurance PCL.	4	4	3.89%	5.94%	9.14%	Q4 2016	Q3 2017	4
Wealth & Pension Services Group, Inc.	4	4	0.49%	0.52%	0.53%	Q4 2018	Q3 2019	4
Personal Wealth Partners	3	1	0.02%	0.02%	0.02%	Q2 2019	Q2 2021	4
BUILDER INVESTMENT GROUP INC /ADV	4	4	0.87%	0.95%	1.06%	Q4 2022	Q3 2023	4
Sterling Financial Planning, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2020	Q3 2021	4
GW&K Investment Management, LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	4
Robinson Value Management, Ltd.	2	2	0.26%	0.35%	0.46%	Q4 2016	Q4 2021	4
Legacy Trust	4	4	0.46%	0.50%	0.54%	Q4 2022	Q3 2023	4
NORTHWEST INVESTMENT COUNSELORS, LLC	3	1	0.01%	0.08%	0.11%	Q4 2019	Q3 2023	4
American Money Management, LLC	3	1	0.05%	0.06%	0.06%	Q3 2021	Q2 2023	4
VANTAGEPOINT INVESTMENT ADVISERS LLC	4	4	0.73%	0.83%	0.93%	Q4 2022	Q3 2023	4
Partnervest Advisory Services LLC	4	4	0.03%	0.03%	0.03%	Q3 2013	Q2 2014	4
International City Management Association Retirement Corp	4	4	30.82%	39.98%	43.27%	Q4 2022	Q3 2023	4
Autus Asset Management, LLC	4	4	0.03%	0.03%	0.03%	Q1 2021	Q4 2021	4
GFS Advisors, LLC	3	1	0.01%	0.07%	0.11%	Q1 2016	Q4 2018	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.47%	0.63%	0.79%	Q4 2016	Q3 2017	4
BRINKER CAPITAL INC	4	4	0.02%	0.02%	0.02%	Q1 2019	Q4 2019	4
Jane Street Holding, LLC	2	2	0.00%	0.25%	0.61%	Q3 2013	Q4 2013	4
NewSquare Capital LLC	3	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	4
Better Money Decisions, LLC	3	1	0.02%	0.03%	0.04%	Q1 2021	Q2 2022	4
ARGI Investment Services, LLC	4	4	0.02%	0.03%	0.03%	Q2 2019	Q1 2020	4
Independence Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
Alaethes Wealth LLC	4	4	0.12%	0.13%	0.15%	Q2 2021	Q1 2022	4
Koss-Olinger Consulting, LLC	4	4	2.01%	2.18%	2.42%	Q4 2022	Q3 2023	4
Compagnie Lombard Odier SCmA	4	4	0.00%	0.00%	0.00%	Q3 2017	Q2 2018	4
PATTON ALBERTSON MILLER GROUP, LLC	3	1	0.05%	0.13%	0.22%	Q4 2018	Q4 2019	4
Dentgroup LLC	3	1	0.37%	0.48%	0.61%	Q4 2021	Q4 2023	4
Silicon Valley Capital Partners	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
SMITH HAYES Advisers, Inc	4	4	0.04%	0.09%	0.16%	Q2 2015	Q1 2016	4
Stokes Capital Advisors, LLC	4	4	0.74%	0.81%	0.87%	Q4 2017	Q3 2018	4
TUCKER ASSET MANAGEMENT LLC	4	4	0.00%	0.00%	0.01%	Q3 2022	Q2 2023	4
Dominguez Wealth Management Solutions, Inc.	4	4	0.90%	0.93%	0.97%	Q4 2022	Q3 2023	4
BBR PARTNERS, LLC	2	1	0.02%	0.11%	0.30%	Q4 2018	Q4 2021	4
Sterling Financial Group, Inc.	4	4	0.77%	0.86%	0.91%	Q4 2022	Q3 2023	4
Family Investment Center, Inc.	4	4	0.12%	0.14%	0.15%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	0.55%	0.58%	0.61%	Q4 2022	Q3 2023	4
Fifth Third Wealth Advisors LLC	4	4	1.02%	1.51%	2.30%	Q1 2023	Q4 2023	4
Rockwood Wealth Management, LLC	4	4	0.11%	0.18%	0.33%	Q4 2021	Q3 2022	4
Geller Advisors LLC	4	4	0.10%	0.11%	0.11%	Q2 2017	Q1 2018	4
ROTHSCHILD INVESTMENT LLC /IL	4	4	0.02%	0.02%	0.02%	Q2 2021	Q1 2022	4
Moss Adams Wealth Advisors LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Abacus Wealth Partners, LLC	4	4	0.12%	0.15%	0.22%	Q1 2021	Q4 2021	4
Laidlaw Wealth Management LLC	3	1	0.06%	0.10%	0.12%	Q4 2021	Q4 2022	4
MILESTONE WEALTH, LLC	4	4	0.12%	0.13%	0.13%	Q4 2021	Q3 2022	4
Truvestments Capital LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2022	4
BRADY FAMILY WEALTH, LLC	4	4	0.21%	0.21%	0.22%	Q4 2022	Q3 2023	4
Flagstone Financial Management	4	4	0.16%	0.17%	0.20%	Q4 2022	Q3 2023	4
Gratus Capital, LLC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Arcus Capital Partners, LLC	3	1	0.01%	0.27%	0.36%	Q4 2021	Q4 2022	4
Anson Capital, Inc.	4	4	0.60%	0.75%	0.86%	Q4 2022	Q3 2023	4
BRIGGS ADVISORY GROUP, INC.	4	4	0.12%	0.12%	0.14%	Q4 2022	Q3 2023	4
Elmwood Wealth Management, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2018	Q3 2019	4
Financial Alternatives, Inc	4	4	0.24%	0.27%	0.30%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
GPS Wealth Strategies Group, LLC	3	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	4
Cleary Gull Holdings Inc.	4	4	0.74%	2.09%	3.49%	Q2 2015	Q1 2016	4
ARGENT TRUST COMPANY, N.A.	4	4	0.34%	0.38%	0.41%	Q2 2014	Q1 2015	4
True Wealth Design, LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.12%	0.12%	0.13%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.06%	0.07%	0.09%	Q4 2022	Q3 2023	4
Tanglewood Legacy Advisors, LLC	4	4	3.00%	3.13%	3.41%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.07%	0.07%	0.08%	Q4 2022	Q3 2023	4
1 NORTH WEALTH SERVICES LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q4 2019	4
Grey Fox Wealth Advisors, LLC	4	4	0.34%	0.57%	0.73%	Q4 2022	Q3 2023	4
High Falls Advisors, Inc	3	3	0.02%	0.03%	0.03%	Q4 2015	Q2 2016	3
VANGUARD GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Cornerstone Advisors, Inc.	2	1	0.00%	0.04%	0.10%	Q4 2015	Q4 2018	3
Monte Financial Group, LLC	3	3	0.12%	0.14%	0.16%	Q1 2023	Q3 2023	3
Riggs Asset Managment Co. Inc.	3	3	0.01%	0.01%	0.01%	Q4 2016	Q2 2017	3
LEO BROKERAGE, LLC	2	1	0.16%	0.26%	0.44%	Q1 2022	Q2 2023	3
Kowal Investment Group, LLC	2	1	0.03%	0.11%	0.14%	Q3 2021	Q3 2023	3
Davis Investment Partners, LLC	3	3	0.10%	0.10%	0.11%	Q4 2022	Q2 2023	3
IPG Investment Advisors LLC	3	3	0.09%	0.10%	0.11%	Q2 2022	Q4 2022	3
Jacobi Capital Management LLC	3	3	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	3
HOHIMER WEALTH MANAGEMENT, LLC	3	3	0.08%	0.08%	0.09%	Q1 2023	Q3 2023	3
Independent Portfolio Consultants, Inc.	2	1	0.14%	0.30%	0.57%	Q1 2014	Q4 2015	3
EDMOND DE ROTHSCHILD HOLDING S.A.	2	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Merriman Wealth Management, LLC	3	3	4.31%	7.33%	12.47%	Q2 2013	Q4 2013	3
Stokes Family Office, LLC	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	3
TBH Global Asset Management, LLC	3	3	0.10%	0.10%	0.11%	Q1 2023	Q3 2023	3
Acorn Wealth Advisors, LLC	3	3	0.06%	0.07%	0.07%	Q4 2017	Q2 2018	3
Keel Point, LLC	3	3	0.02%	0.02%	0.03%	Q4 2020	Q2 2021	3
Abacus Planning Group, Inc.	3	3	0.12%	0.12%	0.13%	Q4 2021	Q2 2022	3
V Wealth Advisors LLC	3	3	0.06%	0.10%	0.12%	Q4 2022	Q2 2023	3
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	3	3	0.27%	0.65%	1.34%	Q4 2013	Q2 2014	3
ICA Group Wealth Management, LLC	3	3	0.00%	0.01%	0.01%	Q4 2022	Q2 2023	3
Triumph Capital Management	3	3	1.89%	2.04%	2.29%	Q1 2023	Q3 2023	3
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	3
DAYMARK WEALTH PARTNERS, LLC	3	3	0.05%	0.09%	0.12%	Q1 2023	Q3 2023	3
Vestmark Advisory Solutions, Inc.	2	1	0.01%	0.05%	0.13%	Q1 2020	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.06%	0.07%	0.09%	Q4 2022	Q3 2023	3
WEST CHESTER CAPITAL ADVISORS, INC	3	3	0.26%	0.29%	0.31%	Q2 2013	Q4 2013	3
TAGStone Capital, Inc.	3	3	0.15%	0.15%	0.15%	Q1 2023	Q3 2023	3
Kabarec Financial Advisors, Ltd.	3	3	0.03%	0.03%	0.04%	Q4 2017	Q2 2018	3
Cypress Capital Management LLC (WY)	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
Diversified Portfolios, Inc.	3	3	0.07%	0.08%	0.09%	Q1 2023	Q3 2023	3
Members Trust Co	2	1	0.02%	0.02%	0.03%	Q1 2018	Q3 2020	3
WEALTHCARE CAPITAL MANAGEMENT LLC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2015	3
Creative Capital Management Investments LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Apexium Financial, LP	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Intelligence Driven Advisers, LLC	2	1	0.27%	0.52%	0.79%	Q4 2018	Q2 2020	3
GenWealth Group, Inc.	3	3	3.26%	3.66%	4.17%	Q2 2017	Q4 2017	3
ZEVENBERGEN CAPITAL INVESTMENTS LLC	3	3	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	3
Horizon Wealth Management, LLC	3	3	0.13%	0.13%	0.14%	Q4 2021	Q2 2022	3
Secrest Blakey & Associates, LLC	3	3	0.01%	0.01%	0.01%	Q1 2019	Q3 2019	3
BIP Wealth, LLC	3	3	0.06%	0.07%	0.08%	Q1 2023	Q3 2023	3
Genesis Wealth Advisors, LLC	3	3	0.02%	0.02%	0.03%	Q4 2014	Q2 2015	3
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	2	1	0.14%	0.21%	0.25%	Q4 2021	Q3 2022	3
Cornerstone Planning Group LLC	2	1	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	3
StrongBox Wealth, LLC	3	3	0.16%	0.18%	0.20%	Q2 2020	Q4 2020	3
ABLE Financial Group, LLC	3	3	2.91%	3.11%	3.40%	Q1 2023	Q3 2023	3
Financial Gravity Asset Management, Inc.	3	3	0.00%	0.01%	0.02%	Q1 2023	Q3 2023	3
Towerpoint Wealth, LLC	3	3	0.18%	0.28%	0.44%	Q1 2022	Q3 2022	3
FWL INVESTMENT MANAGEMENT, LLC	2	1	0.09%	0.10%	0.11%	Q4 2022	Q3 2023	3
Pettee Investors, Inc.	3	3	0.10%	0.10%	0.10%	Q1 2023	Q3 2023	3
Csenge Advisory Group	1	1	0.00%	0.01%	0.02%	Q3 2018	Q4 2021	3
Verition Fund Management LLC	2	1	0.02%	0.03%	0.05%	Q1 2017	Q4 2017	3
MGO ONE SEVEN LLC	1	1	0.01%	0.04%	0.08%	Q4 2020	Q3 2023	3
Timber Hill LLC	1	1	0.01%	0.03%	0.06%	Q4 2013	Q2 2017	3
TPB WEALTH ADVISORS	3	3	0.59%	0.65%	0.69%	Q2 2022	Q4 2022	3
SRS Capital Advisors, Inc.	2	1	0.00%	0.01%	0.02%	Q2 2022	Q2 2023	3
MRP Capital Investments, LLC	3	3	0.14%	0.15%	0.15%	Q4 2022	Q2 2023	3
PEDDOCK CAPITAL ADVISORS, LLC	3	3	0.10%	0.10%	0.10%	Q1 2023	Q3 2023	3
VALLEY WEALTH MANAGERS, INC.	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.08%	0.09%	0.09%	Q1 2023	Q3 2023	3
MITCHELL CAPITAL MANAGEMENT CO	3	3	0.16%	0.18%	0.20%	Q4 2016	Q2 2017	3
Strategic Financial Concepts, LLC	3	3	0.24%	0.27%	0.30%	Q1 2023	Q3 2023	3
Meristem Family Wealth, LLC	3	3	0.09%	0.10%	0.11%	Q3 2021	Q1 2022	3
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	3	3	0.25%	0.28%	0.29%	Q4 2021	Q2 2022	3
High Note Wealth, LLC	3	3	0.09%	0.09%	0.10%	Q3 2022	Q1 2023	3
Advisor OS, LLC	3	3	0.06%	0.07%	0.09%	Q1 2023	Q3 2023	3
CAPITAL GUARDIAN TRUST CO	2	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2017	3
DHK Financial Advisors, Inc.	3	3	2.23%	2.46%	2.79%	Q4 2021	Q2 2022	3
Eagle Ridge Investment Management	3	3	0.04%	0.04%	0.05%	Q3 2021	Q1 2022	3
Raab & Moskowitz Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2019	3
Systematic Alpha Investments, LLC	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
ARGENT CAPITAL MANAGEMENT LLC	2	1	0.01%	0.02%	0.03%	Q3 2021	Q2 2022	3
CBIZ Investment Advisory Services, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
CWA Asset Management Group, LLC	2	1	0.02%	0.02%	0.03%	Q1 2021	Q4 2021	3
PFG Investments, LLC	3	3	0.06%	0.14%	0.20%	Q1 2023	Q3 2023	3
Brandywine Global Investment Management, LLC	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	3
Trilogy Capital Inc.	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
FIRST BUSINESS FINANCIAL SERVICES, INC.	2	1	4.90%	5.07%	5.35%	Q1 2015	Q4 2015	3
Paragon Private Wealth Management, LLC	3	3	0.63%	0.86%	1.07%	Q1 2023	Q3 2023	3
BOSTON ADVISORS LLC	3	3	0.12%	0.13%	0.14%	Q3 2013	Q1 2014	3
HARTFORD INVESTMENT MANAGEMENT CO	3	3	0.02%	0.03%	0.05%	Q2 2018	Q4 2018	3
Patten Group, Inc.	3	3	0.00%	0.00%	0.00%	Q4 2015	Q2 2016	3
Avalon Trust Co	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Perennial Advisors, LLC	3	3	0.00%	0.01%	0.01%	Q4 2020	Q2 2021	3
Aspire Wealth Management Corp	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
CMH Wealth Management LLC	3	3	0.18%	0.18%	0.19%	Q2 2020	Q4 2020	3
Leisure Capital Management	3	3	0.17%	0.18%	0.19%	Q4 2017	Q2 2018	3
Gerstein Fisher	3	3	0.04%	0.08%	0.10%	Q2 2013	Q4 2013	3
Premia Global Advisors, LLC	2	1	0.04%	0.04%	0.05%	Q4 2017	Q1 2019	3
FULLER & THALER ASSET MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	3
Elk River Wealth Management, LLC	3	3	0.07%	0.07%	0.08%	Q4 2020	Q2 2021	3
Centerpoint Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q3 2022	Q1 2023	3
Opal Wealth Advisors, LLC	3	3	0.15%	0.24%	0.41%	Q2 2022	Q4 2022	3
Calamos Advisors LLC	3	3	0.00%	0.00%	0.00%	Q1 2020	Q3 2020	3
McAdam, LLC	3	3	0.02%	0.02%	0.02%	Q1 2018	Q3 2018	3
CETERA INVESTMENT MANAGEMENT LLC	3	3	0.12%	0.13%	0.15%	Q4 2015	Q2 2016	3
LANDAAS & CO /WI /ADV	2	1	0.03%	0.03%	0.03%	Q3 2017	Q2 2018	3
Legacy Private Trust Co.	3	3	0.04%	0.07%	0.11%	Q4 2013	Q2 2014	3
ALETHEA CAPITAL MANAGEMENT, LLC	3	3	0.39%	0.47%	0.60%	Q2 2017	Q4 2017	3
PFG Advisors	2	1	0.02%	0.13%	0.19%	Q1 2018	Q3 2023	3
Sonen Capital LLC	3	3	0.63%	0.67%	0.73%	Q1 2023	Q3 2023	3
Farther Finance Advisors, LLC	2	1	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	3
Willow Street Advisors LLC	3	3	0.58%	0.88%	1.02%	Q2 2013	Q4 2013	3
Risk Paradigm Group, LLC	3	3	0.01%	0.01%	0.02%	Q1 2015	Q3 2015	3
Executive Wealth Management, LLC	3	3	0.00%	0.32%	0.51%	Q4 2018	Q2 2019	3
Hamilton Point Investment Advisors, LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Advocacy Wealth Management Services, LLC	2	1	0.01%	0.90%	1.57%	Q2 2013	Q4 2015	3
Covenant Multifamily Offices, LLC	2	1	0.01%	0.08%	0.13%	Q1 2019	Q3 2021	3
Fingerlakes Wealth Management, Inc.	3	3	0.30%	0.32%	0.33%	Q4 2021	Q2 2022	3
Lebenthal Global Advisors, LLC	3	3	2.27%	2.79%	3.16%	Q4 2021	Q2 2022	3
LGT Financial Advisors LLC	2	1	0.13%	0.14%	0.15%	Q4 2022	Q3 2023	3
Morling Financial Advisors, LLC	3	3	0.04%	0.04%	0.05%	Q1 2023	Q3 2023	3
1776 Wealth LLC	3	3	0.07%	0.08%	0.09%	Q4 2019	Q2 2020	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.01%	0.13%	0.18%	Q1 2023	Q3 2023	3
Russell Investments Group, Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Paladin Advisory Group, LLC	3	3	0.22%	0.24%	0.25%	Q4 2021	Q2 2022	3
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	2
COLTON GROOME FINANCIAL ADVISORS, LLC	2	2	0.10%	0.12%	0.13%	Q1 2023	Q2 2023	2
Impax Asset Management Group plc	1	1	0.04%	0.05%	0.06%	Q3 2018	Q1 2019	2
Facet Wealth, Inc.	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
tru Independence LLC	1	1	0.04%	0.06%	0.09%	Q4 2019	Q3 2020	2
Dash Acquisitions Inc.	2	2	0.14%	0.14%	0.14%	Q2 2023	Q3 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.02%	0.03%	0.04%	Q2 2013	Q3 2013	2
Banque Cantonale Vaudoise	2	2	0.62%	0.65%	0.69%	Q4 2019	Q1 2020	2
Stewardship Financial Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q1 2020	Q1 2021	2
Americana Partners, LLC	2	2	0.32%	0.40%	0.48%	Q4 2019	Q1 2020	2
HawsGoodwin Investment Management LLC	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
CULLINAN ASSOCIATES INC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Cascadia Advisory Services, LLC	2	2	0.06%	0.06%	0.06%	Q2 2021	Q3 2021	2
Vigilare Wealth Management	2	2	0.41%	0.52%	0.63%	Q4 2019	Q1 2020	2
Northwest Capital Management Inc	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
CUMBERLAND ADVISORS INC	2	2	6.66%	7.15%	7.64%	Q1 2014	Q2 2014	2
Keystone Financial Group	2	2	0.04%	0.04%	0.04%	Q3 2021	Q4 2021	2
Nicollet Investment Management, Inc.	2	2	0.17%	0.18%	0.20%	Q4 2017	Q1 2018	2
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	2
Asset Allocation & Management Company, LLC	2	2	0.10%	0.11%	0.11%	Q4 2022	Q1 2023	2
One Wealth Advisors, LLC	1	1	0.00%	0.36%	0.71%	Q4 2018	Q4 2022	2
NATIXIS	2	2	0.06%	0.07%	0.08%	Q4 2017	Q1 2018	2
Davis Capital Management	2	2	0.00%	0.00%	0.00%	Q1 2020	Q2 2020	2
Wealth Advisors of Tampa Bay, LLC	2	2	0.05%	0.06%	0.06%	Q4 2021	Q1 2022	2
Waypoint Wealth Partners Inc.	2	2	0.07%	0.07%	0.08%	Q2 2023	Q3 2023	2
Sunflower Bank, N.A.	1	1	0.04%	0.07%	0.10%	Q2 2020	Q4 2020	2
Onyx Bridge Wealth Group LLC	2	2	0.11%	0.12%	0.14%	Q2 2022	Q3 2022	2
Destination Wealth Management	2	2	0.00%	0.00%	0.00%	Q1 2018	Q2 2018	2
Oak Point Wealth Management	2	2	0.55%	0.65%	0.76%	Q4 2017	Q1 2018	2
IAG Wealth Partners, LLC	2	2	0.00%	0.01%	0.01%	Q4 2019	Q1 2020	2
WEALTHFRONT Corp	1	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2015	2
Ridgewood Investments LLC	2	2	0.04%	0.04%	0.04%	Q1 2023	Q2 2023	2
GLENHILL ADVISORS LLC	1	1	0.10%	1.34%	2.58%	Q2 2015	Q4 2015	2
LifePro Asset Management	1	1	0.06%	0.06%	0.06%	Q2 2021	Q4 2021	2
Narus Financial Partners, LLC	2	2	0.16%	0.16%	0.17%	Q2 2023	Q3 2023	2
CGN Advisors LLC	2	2	0.07%	0.07%	0.08%	Q1 2021	Q2 2021	2
KCS Wealth Advisory	2	2	0.18%	0.20%	0.21%	Q2 2019	Q3 2019	2
Tradition Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Mach-1 Financial Group, LLC	2	2	0.09%	0.11%	0.13%	Q2 2023	Q3 2023	2
Independent Advisor Alliance	1	1	0.27%	0.30%	0.34%	Q1 2017	Q4 2019	2
PARTNERS CAPITAL INVESTMENT GROUP, LLP	2	2	0.60%	0.87%	1.14%	Q1 2023	Q2 2023	2
Bickling Financial Services, Inc.	2	2	0.14%	0.14%	0.14%	Q1 2021	Q2 2021	2
Golden State Equity Partners	2	2	0.17%	0.17%	0.18%	Q2 2023	Q3 2023	2
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.02%	0.04%	0.06%	Q3 2017	Q1 2021	2
Coppell Advisory Solutions LLC	1	1	0.01%	0.32%	0.64%	Q4 2020	Q2 2023	2
Valley Brook Capital Group, Inc.	2	2	0.09%	0.09%	0.09%	Q4 2020	Q1 2021	2
FLYNN ZITO CAPITAL MANAGEMENT, LLC	2	2	0.17%	0.18%	0.18%	Q4 2021	Q1 2022	2
Bellwether Investment Group, LLC	2	2	0.04%	0.08%	0.11%	Q4 2016	Q1 2017	2
Optiver Holding B.V.	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Catamount Wealth Management	2	2	0.02%	0.02%	0.02%	Q1 2015	Q2 2015	2
Pinnacle Advisory Group, Inc.	1	1	0.02%	0.02%	0.03%	Q1 2017	Q4 2019	2
STUDIO INVESTMENT MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
Cardan Capital Partners, LLC	2	2	0.03%	0.03%	0.03%	Q2 2021	Q3 2021	2
Amplius Wealth Advisors, LLC	1	1	0.04%	0.07%	0.10%	Q4 2021	Q3 2022	2
Econ Financial Services Corp	1	1	1.85%	2.08%	2.32%	Q4 2021	Q2 2022	2
TRUST CO OF TOLEDO NA /OH/	2	2	0.24%	0.35%	0.45%	Q3 2023	Q4 2023	2
Wedmont Private Capital	2	2	0.04%	0.04%	0.05%	Q2 2023	Q3 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.07%	0.08%	0.09%	Q4 2021	Q1 2022	2
Performa Ltd (US), LLC	1	1	0.00%	0.33%	0.66%	Q4 2019	Q3 2023	2
TCWP LLC	2	2	0.04%	0.05%	0.05%	Q4 2021	Q1 2022	2
D'Orazio & Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2020	2
Sandy Cove Advisors, LLC	2	2	0.26%	0.26%	0.26%	Q2 2023	Q3 2023	2
Redhawk Wealth Advisors, Inc.	1	1	1.24%	1.96%	2.69%	Q4 2019	Q1 2021	2
R & A Capital Management, LLC	2	2	7.00%	7.02%	7.05%	Q2 2013	Q3 2013	2
Raleigh Capital Management Inc.	1	1	0.00%	0.01%	0.02%	Q3 2022	Q3 2023	2
Values First Advisors, Inc.	1	1	0.15%	0.28%	0.41%	Q4 2019	Q4 2021	2
Bruderman Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q2 2017	2
KWMG, LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
Fortitude Advisory Group L.L.C.	2	2	0.06%	0.06%	0.06%	Q4 2021	Q1 2022	2
Reynolds Investment Management, Inc.	2	2	0.08%	0.08%	0.08%	Q1 2022	Q2 2022	2
Plan Group Financial, LLC	2	2	1.65%	2.11%	2.56%	Q2 2023	Q3 2023	2
Peak Asset Management, LLC	2	2	0.09%	0.09%	0.09%	Q2 2023	Q3 2023	2
Fiduciary Alliance LLC	1	1	0.02%	0.03%	0.03%	Q4 2022	Q2 2023	2
RFP Financial Group LLC	2	2	0.02%	0.04%	0.06%	Q4 2022	Q1 2023	2
New Hampshire Trust	2	2	0.03%	0.04%	0.04%	Q4 2022	Q1 2023	2
Goldstein Advisors, LLC	2	2	0.06%	0.07%	0.08%	Q2 2023	Q3 2023	2
INSIGNEO ADVISORY SERVICES, LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Capital Planning Advisors, LLC	1	1	0.01%	0.04%	0.06%	Q3 2018	Q3 2019	2
Gateway Wealth Partners, LLC	2	2	0.09%	0.10%	0.10%	Q4 2022	Q1 2023	2
Nemes Rush Group LLC	2	2	0.11%	0.11%	0.11%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
INVENIO WEALTH PARTNERS LLC	2	2	0.24%	0.30%	0.35%	Q2 2023	Q3 2023	2
PFW Advisors LLC	2	2	5.03%	5.04%	5.04%	Q2 2023	Q3 2023	2
Dechtman Wealth Management, LLC	2	2	0.18%	0.19%	0.20%	Q2 2023	Q3 2023	2
Schoolcraft Capital LLC	2	2	0.27%	0.28%	0.28%	Q3 2019	Q4 2019	2
K.J. Harrison & Partners Inc	1	1	0.03%	0.05%	0.07%	Q4 2019	Q1 2021	2
Coe Capital Management, LLC	2	2	0.57%	0.57%	0.57%	Q2 2019	Q3 2019	2
Strategic Capital Alternatives LLC	2	2	0.22%	0.23%	0.23%	Q1 2015	Q2 2015	2
FolioMetrix LLC	1	1	1.85%	1.96%	2.07%	Q4 2014	Q2 2015	2
STANCORP INVESTMENT ADVISERS INC	2	2	2.29%	2.48%	2.67%	Q4 2014	Q1 2015	2
Tradewinds Capital Management, LLC	2	2	0.02%	0.02%	0.02%	Q4 2013	Q1 2014	2
BAR HARBOR TRUST SERVICES	1	1	0.00%	0.06%	0.11%	Q4 2019	Q2 2022	2
FIDUCIARY TRUST INTERNATIONAL LLC	1	1	0.10%	0.15%	0.21%	Q1 2014	Q2 2020	2
MARINO, STRAM & ASSOCIATES LLC	1	1	0.04%	0.52%	1.01%	Q1 2019	Q2 2021	2
INTREPID CAPITAL MANAGEMENT INC	2	2	0.02%	0.03%	0.03%	Q2 2023	Q3 2023	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.33%	0.34%	0.34%	Q2 2013	Q3 2013	2
Stanley-Laman Group, Ltd.	2	2	0.10%	0.10%	0.10%	Q3 2018	Q4 2018	2
CKW FINANCIAL GROUP	1	1	0.01%	0.09%	0.17%	Q4 2015	Q2 2017	2
LEGG MASON, INC.	2	2	0.02%	0.13%	0.24%	Q3 2016	Q4 2016	2
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	2	2	0.01%	0.02%	0.02%	Q2 2015	Q3 2015	2
FIRST FINANCIAL CORP /IN/	2	2	0.00%	0.00%	0.00%	Q4 2015	Q1 2016	2
Efficient Market Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	2
COMMUNITY BANK SYSTEM, INC.	2	2	0.00%	0.00%	0.00%	Q4 2013	Q1 2014	2
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.	2	2	0.15%	0.16%	0.18%	Q4 2018	Q1 2019	2
Astor Investment Management LLC	1	1	0.05%	0.08%	0.10%	Q3 2020	Q2 2021	2
Verity Asset Management, Inc.	2	2	0.14%	0.14%	0.14%	Q1 2021	Q2 2021	2
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	2	2	0.13%	0.14%	0.14%	Q4 2020	Q1 2021	2
Field & Main Bank	1	1	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	2
Signature Financial Management, Inc.	1	1	0.01%	0.08%	0.15%	Q2 2013	Q2 2015	2
FCG ADVISORS, LLC	1	1	0.05%	0.11%	0.18%	Q2 2013	Q3 2020	2
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	2	2	0.02%	0.02%	0.03%	Q1 2014	Q2 2014	2
LS Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	2
BBVA USA	2	2	4.71%	4.73%	4.74%	Q2 2021	Q3 2021	2
WHV Investments, Inc.	2	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2013	2
CHILTON CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	2
Aveo Capital Partners, LLC	1	1	0.06%	0.50%	0.95%	Q4 2016	Q2 2021	2
Headlands Technologies LLC	1	1	0.01%	0.03%	0.05%	Q4 2022	Q3 2023	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.05%	0.05%	0.05%	Q2 2022	Q3 2022	2
RIVERSVILLE CAPITAL, INC.	2	2	0.06%	0.15%	0.24%	Q4 2013	Q1 2014	2
WEXFORD CAPITAL LP	1	1	0.42%	2.28%	4.15%	Q4 2021	Q3 2022	2
WMS Partners, LLC	1	1	0.04%	0.04%	0.05%	Q3 2016	Q3 2019	2
GODSEY & GIBB, INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
CENTAURUS FINANCIAL, INC.	1	1	0.01%	0.01%	0.01%	Q2 2018	Q1 2021	2
Banyan Partners, LLC	2	2	0.07%	0.08%	0.08%	Q3 2013	Q4 2013	2
Winchester Group Inc.	2	2	0.27%	0.28%	0.30%	Q2 2013	Q3 2013	2
SYMPHONY ASSET MANAGEMENT LLC	2	2	0.03%	0.12%	0.22%	Q4 2014	Q1 2015	2
WESPAC Advisors, LLC	2	2	0.18%	3.25%	6.32%	Q3 2013	Q4 2013	2
Smith Anglin Financial, LLC	2	2	0.18%	0.19%	0.19%	Q1 2022	Q2 2022	2
STERNE AGEE GROUP, INC.	2	2	0.40%	0.43%	0.46%	Q2 2013	Q3 2013	2
Edge Capital Group, LLC	2	2	0.04%	0.13%	0.23%	Q4 2021	Q1 2022	2
WealthBridge Capital Management, LLC	2	2	0.03%	0.03%	0.03%	Q4 2018	Q1 2019	2
ERTS Wealth Advisors, LLC	2	2	0.03%	0.05%	0.07%	Q4 2018	Q1 2019	2
Allred Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2021	2
Core Wealth Advisors, Inc.	1	1	0.02%	0.06%	0.09%	Q4 2019	Q4 2022	2
Silicon Hills Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
LJI Wealth Management, LLC	1	1	2.83%	2.83%	2.83%	Q4 2022	Q4 2022	1
Legacy Wealth Management, Inc	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Grant Street Asset Management, Inc.	1	1	0.15%	0.15%	0.15%	Q2 2023	Q2 2023	1
Schonfeld Strategic Advisors LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Andrew Hill Investment Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
MBE Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2020	Q1 2020	1
Integrated Investment Consultants, LLC	1	1	0.12%	0.12%	0.12%	Q1 2018	Q1 2018	1
PSI Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Tanager Wealth Management LLP	1	1	0.07%	0.07%	0.07%	Q1 2023	Q1 2023	1
Equita Financial Network, Inc.	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	1.42%	1.42%	1.42%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	1.24%	1.24%	1.24%	Q3 2023	Q3 2023	1
Peoples Bank/KS	1	1	0.00%	0.00%	0.00%	Q4 2023	Q4 2023	1
Sterling Global Strategies LLC	1	1	0.28%	0.28%	0.28%	Q4 2018	Q4 2018	1
SYNTAX RESEARCH, INC.	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Windsor Financial Group, LLC	1	1	0.36%	0.36%	0.36%	Q2 2015	Q2 2015	1
United Community Bank	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Nachman Norwood & Parrott, Inc	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
Grandview Asset Management LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
Allegis Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
FINANCIAL CONSULATE, INC	1	1	0.55%	0.55%	0.55%	Q4 2022	Q4 2022	1
CAZENOVE CAPITAL MANAGEMENT LTD	1	1	0.03%	0.03%	0.03%	Q2 2013	Q2 2013	1
Gerber Kawasaki Wealth & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Pacer Advisors, Inc.	1	1	0.17%	0.17%	0.17%	Q3 2016	Q3 2016	1
Ausdal Financial Partners, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2015	Q4 2015	1
FORTEM FINANCIAL GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Delos Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Level Financial Advisors	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
FAIRFIELD, BUSH & CO.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
PITCAIRN CO	1	1	0.05%	0.05%	0.05%	Q4 2015	Q4 2015	1
Cornerstone Advisory, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Andesa Financial Management Inc.	1	1	0.28%	0.28%	0.28%	Q1 2020	Q1 2020	1
Keystone Wealth Services, LLC	1	1	0.11%	0.11%	0.11%	Q2 2023	Q2 2023	1
BCS Wealth Management	1	1	0.09%	0.09%	0.09%	Q1 2022	Q1 2022	1
Reby Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
KB FINANCIAL PARTNERS, LLC	1	1	0.63%	0.63%	0.63%	Q4 2022	Q4 2022	1
Princeton Global Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
SAWGRASS ASSET MANAGEMENT LLC	1	1	0.89%	0.89%	0.89%	Q3 2023	Q3 2023	1
MCDANIEL TERRY & CO	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Paloma Partners Management Co	1	1	0.03%	0.03%	0.03%	Q2 2020	Q2 2020	1
Almanack Investment Partners, LLC.	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
VERUS CAPITAL PARTNERS, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
FIFTH LANE CAPITAL, LP	1	1	0.23%	0.23%	0.23%	Q3 2022	Q3 2022	1
FIDELITY D & D BANCORP INC	1	1	0.32%	0.32%	0.32%	Q3 2023	Q3 2023	1
Perella Weinberg Partners Capital Management LP	1	1	0.07%	0.07%	0.07%	Q1 2018	Q1 2018	1
ICW Investment Advisors LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Human Investing LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
AFFINITY INVESTMENT ADVISORS, LLC	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
WCG Wealth Advisors LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Mayflower Financial Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
COBIZ WEALTH, LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Clearwater Capital Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q1 2018	Q1 2018	1
Kathmere Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Bridgeworth, LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
Safeguard Investment Advisory Group, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
Heritage Financial Services, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
SAX WEALTH ADVISORS, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
MASTRAPASQUA ASSET MANAGEMENT INC	1	1	0.33%	0.33%	0.33%	Q4 2022	Q4 2022	1
Oxler Private Wealth LLC	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
Interchange Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Buffington Mohr McNeal	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Premise Capital, LLC	1	1	0.04%	0.04%	0.04%	Q4 2018	Q4 2018	1
CFS Investment Advisory Services, LLC	1	1	0.44%	0.44%	0.44%	Q2 2021	Q2 2021	1
FOCUS Wealth Advisors, LLC	1	1	0.33%	0.33%	0.33%	Q3 2023	Q3 2023	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
ALTERNA WEALTH MANAGEMENT, INC	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
SYSTEMATIC FINANCIAL MANAGEMENT LP	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
VALLEY NATIONAL BANCORP	1	1	0.04%	0.04%	0.04%	Q4 2014	Q4 2014	1
SIMMONS FIRST TRUST CO NA	1	1	0.10%	0.10%	0.10%	Q4 2015	Q4 2015	1
Guidance Point Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
CoreFirst Bank & Trust	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Clarfeld Financial Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
OLD MISSION CAPITAL, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Team Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
New World Advisors LLC	1	1	0.14%	0.14%	0.14%	Q2 2021	Q2 2021	1
Oder Investment Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Cannon Global Investment Management, LLC	1	1	2.21%	2.21%	2.21%	Q1 2021	Q1 2021	1
Precision Wealth Strategies, LLC	1	1	0.64%	0.64%	0.64%	Q3 2023	Q3 2023	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
Omnia Family Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Laffer Tengler Investments, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
STRINGER ASSET MANAGEMENT, LLC	1	1	0.85%	0.85%	0.85%	Q1 2015	Q1 2015	1
ARS Investment Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
TMD Wealth Management, LLC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
SeaBridge Investment Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
FNY Investment Advisers, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Moloney Securities Asset Management, LLC	1	1	0.18%	0.18%	0.18%	Q2 2019	Q2 2019	1
Brown Miller Wealth Management, LLC	1	1	0.16%	0.16%	0.16%	Q3 2022	Q3 2022	1
Monterey Private Wealth, Inc.	1	1	0.13%	0.13%	0.13%	Q3 2022	Q3 2022	1
Legacy Financial Group LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	1	1	0.11%	0.11%	0.11%	Q1 2020	Q1 2020	1
Pinnacle Wealth Advisors	1	1	0.07%	0.07%	0.07%	Q2 2021	Q2 2021	1
OmniStar Financial Group, Inc.	1	1	0.07%	0.07%	0.07%	Q1 2020	Q1 2020	1
Parkwood LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
Paradigm Financial Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q1 2014	Q1 2014	1
Cooper Financial Group	1	1	0.09%	0.09%	0.09%	Q4 2019	Q4 2019	1
Somerset Trust Co	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
MOORE CAPITAL MANAGEMENT, LP	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
NEXT Financial Holdings	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
OAKWOOD CAPITAL MANAGEMENT LLC/CA	1	1	0.06%	0.06%	0.06%	Q4 2015	Q4 2015	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
CHIRON CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
CUTLER INVESTMENT COUNSEL LLC	1	1	0.07%	0.07%	0.07%	Q2 2018	Q2 2018	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
MOULTON WEALTH MANAGEMENT, INC	1	1	0.30%	0.30%	0.30%	Q1 2021	Q1 2021	1
BNC WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
WFA of San Diego, LLC	1	1	0.06%	0.06%	0.06%	Q2 2020	Q2 2020	1
NBC SECURITIES, INC.	1	1	0.33%	0.33%	0.33%	Q3 2023	Q3 2023	1
Bordeaux Wealth Advisors LLC	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
PARK NATIONAL CORP /OH/	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
CM WEALTH ADVISORS LLC	1	1	0.36%	0.36%	0.36%	Q2 2023	Q2 2023	1
Principle Wealth Partners LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Intercontinental Wealth Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q1 2020	Q1 2020	1
CITIZENS & NORTHERN CORP	1	1	1.09%	1.09%	1.09%	Q2 2020	Q2 2020	1
Gs Investments, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Cornerstone Retirement Group, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
JACKSON SQUARE CAPITAL, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
MILES CAPITAL, INC.	1	1	0.34%	0.34%	0.34%	Q2 2013	Q2 2013	1
Hollow Brook Wealth Management LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
Affinity Capital Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
CXI Advisors	1	1	0.14%	0.14%	0.14%	Q4 2019	Q4 2019	1
Main Line Retirement Advisors, LLC	1	1	0.21%	0.21%	0.21%	Q2 2023	Q2 2023	1
Winch Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Measured Wealth Private Client Group, LLC	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
Silver Bridge Capital Management LLC	1	1	0.21%	0.21%	0.21%	Q2 2013	Q2 2013	1
Shilanski & Associates, Inc.	1	1	0.08%	0.08%	0.08%	Q3 2022	Q3 2022	1
CORNERCAP INVESTMENT COUNSEL INC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Sawyer & Company, Inc	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
RELIANCE TRUST CO OF DELAWARE	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Filbrandt Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q2 2020	Q2 2020	1
Osborn Williams & Donohoe LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
Kerntke Otto McGlone Wealth Management Group	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
CLEARY GULL INC.	1	1	0.96%	0.96%	0.96%	Q1 2015	Q1 2015	1
Affiance Financial, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Rather & Kittrell, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Meridian Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Hefren-Tillotson, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
Alpha Cubed Investments, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Landsberg, Bennett, & Dubbaneh LLC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
VisionPoint Advisory Group, LLC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
TOWNSQUARE CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Keebeck Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Western Asset Management Company, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
MANCHESTER FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
CCG WEALTH MANAGEMENT, LLC	1	1	7.02%	7.02%	7.02%	Q3 2023	Q3 2023	1
HBK INVESTMENTS L P	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Bell & Brown Wealth Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q1 2022	Q1 2022	1
Vident Advisory, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Oak Asset Management, LLC	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
17 CAPITAL PARTNERS, LLC	1	1	0.18%	0.18%	0.18%	Q4 2021	Q4 2021	1
Quadrant Private Wealth Management, LLC	1	1	0.57%	0.57%	0.57%	Q4 2017	Q4 2017	1
Wagner Wealth Management, LLC	1	1	0.18%	0.18%	0.18%	Q3 2018	Q3 2018	1
TURNER INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Ergoteles LLC	1	1	0.07%	0.07%	0.07%	Q2 2022	Q2 2022	1
TAP Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Meiji Yasuda Life Insurance Co	1	1	0.57%	0.57%	0.57%	Q3 2016	Q3 2016	1
ACG Wealth	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
DRW Securities, LLC	1	1	0.07%	0.07%	0.07%	Q3 2013	Q3 2013	1
NOESIS CAPITAL MANGEMENT CORP	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
TOCQUEVILLE ASSET MANAGEMENT L.P.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Sather Financial Group Inc	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
TRILLIUM ASSET MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
Garrett Wealth Advisory Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Claybrook Capital, LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Lion Street Advisors, LLC	1	1	0.58%	0.58%	0.58%	Q2 2021	Q2 2021	1
PNC Managed Account Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Ford Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
AMJ Financial Wealth Management	1	1	0.54%	0.54%	0.54%	Q2 2021	Q2 2021	1
Ariel Investments	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Financial Management Professionals, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
FAYEZ SAROFIM & CO	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Great Diamond Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Alera Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
COOLIDGE FRANCIS L	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
Jupiter Wealth Management LLC	1	1	0.49%	0.49%	0.49%	Q3 2023	Q3 2023	1
YALE UNIVERSITY	1	1	0.27%	0.27%	0.27%	Q2 2014	Q2 2014	1
Meadow Creek Wealth Advisors LLC	1	1	1.66%	1.66%	1.66%	Q4 2019	Q4 2019	1
Roof Eidam Maycock Peralta, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Pinnacle Holdings, LLC	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Banco BTG Pactual S.A.	1	1	0.35%	0.35%	0.35%	Q4 2022	Q4 2022	1
Northwest Bank & Trust Co	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
Spectrum Financial Alliance Ltd LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
RVW Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TCG Advisors, LP	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Bayesian Capital Management, LP	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Eukles Asset Management	1	1	0.09%	0.09%	0.09%	Q2 2021	Q2 2021	1
Permit Capital Advisors, LLC	1	1	0.34%	0.34%	0.34%	Q1 2022	Q1 2022	1
JUNCTURE WEALTH STRATEGIES, LLC	1	1	0.10%	0.10%	0.10%	Q4 2014	Q4 2014	1
Aletheian Wealth Advisors LLC	1	1	1.03%	1.03%	1.03%	Q4 2022	Q4 2022	1
Keel Point Advisors, LLC	1	1	0.25%	0.25%	0.25%	Q4 2014	Q4 2014	1
Kraft, Davis & Associates, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
Align Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Nilsine Partners, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
ATLANTA CAPITAL MANAGEMENT CO L L C	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Lebenthal Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Olistico Wealth, LLC	1	1	0.18%	0.18%	0.18%	Q2 2023	Q2 2023	1
KerberRose Wealth Management, LLC	1	1	0.88%	0.88%	0.88%	Q2 2022	Q2 2022	1
Richwood Investment Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Icon Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
WBI INVESTMENTS, LLC	1	1	0.04%	0.04%	0.04%	Q4 2016	Q4 2016	1
Granite Bay Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
GREENWOOD CAPITAL ASSOCIATES LLC	1	1	0.24%	0.24%	0.24%	Q1 2014	Q1 2014	1
Confluence Wealth Services, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Prosperity Consulting Group, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
ISTHMUS PARTNERS, LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
TILIA FIDUCIARY PARTNERS, INC.	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Chemistry Wealth Management LLC	1	1	0.59%	0.59%	0.59%	Q4 2021	Q4 2021	1
KFA Private Wealth Group, LLC	1	1	0.21%	0.21%	0.21%	Q2 2020	Q2 2020	1
Morton Brown Family Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Nauset Wealth Management. LLC	1	1	0.16%	0.16%	0.16%	Q1 2022	Q1 2022	1
TFB Advisors LLC	1	1	0.97%	0.97%	0.97%	Q2 2023	Q2 2023	1
Holloway Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Otter Creek Advisors, LLC	1	1	6.55%	6.55%	6.55%	Q4 2020	Q4 2020	1
Financial Insights, Inc.	1	1	0.05%	0.05%	0.05%	Q2 2021	Q2 2021	1
Allie Family Office LLC	1	1	0.60%	0.60%	0.60%	Q4 2021	Q4 2021	1
AlphaQ Advisors LLC	1	1	0.59%	0.59%	0.59%	Q4 2022	Q4 2022	1
TIAA Kaspick, LLC	1	1	1.81%	1.81%	1.81%	Q2 2021	Q2 2021	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
Leverty Financial Group, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Missouri Trust & Investment Co	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Ceredex Value Advisors LLC	1	1	0.32%	0.32%	0.32%	Q2 2023	Q2 2023	1
Spectrum Management Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Lakewood Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Solidarity Wealth, LLC	1	1	0.34%	0.34%	0.34%	Q1 2022	Q1 2022	1
Transparent Wealth Partners LLC	1	1	2.37%	2.37%	2.37%	Q1 2022	Q1 2022	1
Legacy CG, LLC	1	1	6.20%	6.20%	6.20%	Q4 2021	Q4 2021	1
HEADINVEST, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Custos Family Office, LLC	1	1	2.99%	2.99%	2.99%	Q4 2022	Q4 2022	1
Buck Wealth Strategies, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Price Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
PCA Investment Advisory Services Inc.	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Orgel Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
MWA Asset Management	1	1	0.28%	0.28%	0.28%	Q3 2023	Q3 2023	1
INTEGRAL INVESTMENT ADVISORS, INC.	1	1	0.14%	0.14%	0.14%	Q1 2022	Q1 2022	1
Indiana Trust & Investment Management CO	1	1	1.00%	1.00%	1.00%	Q3 2023	Q3 2023	1
SHEETS SMITH WEALTH MANAGEMENT	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
First County Bank /CT/	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
Chandler Asset Management, Inc.	1	1	0.76%	0.76%	0.76%	Q1 2018	Q1 2018	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1

External links

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