• IWD shareholders
• Shareholder history
• Insiders ^BETA
• Filings

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%	0.03%	Q2 2013	Q3 2023	115
JANE STREET GROUP, LLC	33	4	0.00%	0.02%	0.13%	Q1 2014	Q3 2023	88
BARCLAYS PLC	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	86
Cutler Group LLC / CA	32	32	0.00%	0.02%	0.50%	Q4 2015	Q3 2023	81
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.41%	0.92%	Q2 2013	Q3 2023	66
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.02%	0.05%	Q1 2009	Q3 2023	63
WOLVERINE TRADING, LLC	10	1	0.00%	0.00%	0.02%	Q3 2016	Q3 2023	61
Rehmann Capital Advisory Group	37	2	0.16%	1.04%	2.76%	Q3 2009	Q3 2023	54
Arbor Investment Advisors, LLC	52	52	1.01%	2.29%	3.79%	Q4 2010	Q3 2023	52
Goldstein Munger & Associates	52	52	2.95%	3.86%	5.88%	Q4 2009	Q3 2022	52
HSBC HOLDINGS PLC	47	47	0.00%	0.06%	0.16%	Q1 2012	Q3 2023	49
MUFG Americas Holdings Corp	48	48	0.04%	0.11%	0.16%	Q4 2010	Q3 2022	48
Citadel Advisors	13	1	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.12%	0.33%	0.53%	Q1 2012	Q3 2023	46
US BANCORP \DE\	42	42	0.00%	0.26%	0.36%	Q2 2013	Q3 2023	46
UBS Group AG	36	36	0.00%	0.24%	0.45%	Q4 2014	Q3 2023	45
CITIGROUP INC	42	42	0.00%	0.21%	2.33%	Q2 2013	Q3 2023	45
NWAM LLC	32	13	0.13%	1.31%	2.16%	Q2 2012	Q3 2023	45
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.23%	0.44%	0.98%	Q3 2012	Q3 2023	45
Tortoise Investment Management, LLC	44	44	0.05%	0.27%	0.47%	Q4 2012	Q3 2023	44
Franklin, Parlapiano, Turner & Welch, LLC	44	44	0.11%	0.43%	0.98%	Q4 2012	Q3 2023	44
TCI Wealth Advisors, Inc.	44	44	0.11%	0.35%	0.69%	Q4 2012	Q3 2023	44
First Horizon Advisors, Inc.	41	1	0.29%	1.21%	18.18%	Q1 2012	Q3 2023	44
New England Private Wealth Advisors LLC	44	44	0.24%	0.57%	0.98%	Q4 2012	Q3 2023	44
M&T BANK CORP	26	15	0.00%	1.25%	2.20%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.06%	0.19%	0.26%	Q4 2012	Q3 2023	44
BRYN MAWR TRUST Co	43	43	0.10%	0.35%	0.63%	Q1 2013	Q3 2023	43
BlackRock Inc.	32	9	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.00%	0.01%	0.03%	Q1 2013	Q3 2023	43
PRIVATE TRUST CO NA	43	43	0.00%	0.19%	0.37%	Q1 2013	Q3 2023	43
Smith & Howard Wealth Management, LLC	42	42	0.00%	0.91%	2.40%	Q2 2013	Q3 2023	43
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	1.15%	2.48%	Q2 2013	Q3 2023	43
COMMERCE BANK	43	43	0.96%	2.45%	6.86%	Q1 2013	Q3 2023	43
Ameritas Investment Partners, Inc.	42	42	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	43
Veritable, L.P.	43	43	0.10%	0.19%	0.29%	Q4 2012	Q2 2023	43
Harbour Capital Advisors, LLC	22	21	1.31%	2.16%	3.82%	Q1 2013	Q4 2023	43
Stairway Partners, LLC	43	43	4.19%	12.70%	20.56%	Q2 2013	Q4 2023	43
SYNOVUS FINANCIAL CORP	42	42	0.04%	6.73%	9.16%	Q2 2013	Q3 2023	43
FULTON BANK, N.A.	43	43	0.80%	1.21%	1.97%	Q2 2013	Q4 2023	43
Parkside Financial Bank & Trust	42	42	0.03%	6.09%	9.21%	Q2 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.34%	1.18%	2.20%	Q1 2013	Q3 2023	43
GLENMEDE TRUST CO NA	21	2	0.03%	0.05%	0.13%	Q2 2009	Q3 2023	43
Montecito Bank & Trust	43	43	2.13%	4.15%	6.82%	Q2 2013	Q4 2023	43
CULLEN/FROST BANKERS, INC.	42	42	0.77%	1.01%	1.43%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.78%	1.91%	3.41%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	0.17%	0.35%	0.54%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.02%	0.05%	0.08%	Q2 2013	Q3 2023	42
1ST SOURCE BANK	42	42	0.13%	4.29%	6.41%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.06%	0.16%	0.32%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.28%	0.40%	0.54%	Q2 2013	Q3 2023	42
SOL Capital Management CO	42	42	0.19%	0.77%	1.26%	Q2 2013	Q3 2023	42
Brandywine Global Investment Management, LLC	42	42	0.07%	0.26%	0.57%	Q2 2013	Q3 2023	42
INSIGHT 2811, INC.	42	42	0.89%	5.61%	12.85%	Q2 2013	Q3 2023	42
WEATHERLY ASSET MANAGEMENT L. P.	42	42	0.04%	0.11%	0.17%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.15%	0.21%	0.40%	Q2 2013	Q3 2023	42
FIRST BUSINESS FINANCIAL SERVICES, INC.	42	42	3.42%	6.68%	10.86%	Q2 2013	Q3 2023	42
Opus Capital Group, LLC	42	42	0.04%	0.20%	0.31%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.19%	0.32%	0.53%	Q2 2013	Q3 2023	42
MATHER GROUP, LLC.	42	42	0.18%	3.99%	7.39%	Q2 2013	Q3 2023	42
PineBridge Investments, L.P.	42	42	0.02%	0.14%	0.54%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.26%	0.46%	0.76%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.09%	0.33%	0.73%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.07%	0.14%	0.45%	Q2 2013	Q3 2023	42
WADE G W & INC	42	42	0.88%	1.97%	4.89%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	42
WELLS FARGO & COMPANY/MN	42	42	0.12%	0.20%	0.28%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.02%	0.07%	0.10%	Q2 2013	Q3 2023	42
GFS Advisors, LLC	42	42	0.29%	0.74%	1.54%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.07%	0.32%	0.63%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	1.68%	3.30%	5.49%	Q2 2013	Q3 2023	42
Jasper Ridge Partners, L.P.	42	42	1.17%	6.54%	27.40%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.54%	1.06%	1.44%	Q2 2013	Q3 2023	42
FIRST FINANCIAL CORP /IN/	42	42	0.35%	0.88%	1.90%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.41%	0.89%	4.18%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.07%	0.21%	0.56%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.05%	0.13%	0.22%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.33%	0.40%	0.50%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.02%	0.46%	0.81%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.85%	1.93%	3.63%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.02%	0.09%	0.19%	Q2 2013	Q3 2023	42
Marquette Asset Management, LLC	42	42	1.69%	5.28%	7.54%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.26%	0.61%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.06%	0.19%	0.44%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.10%	0.42%	0.82%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.05%	0.26%	0.35%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.01%	0.14%	0.29%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	0.45%	0.81%	1.32%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	42	42	0.04%	0.25%	1.07%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.20%	0.53%	1.16%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.06%	0.31%	0.63%	Q2 2013	Q3 2023	42
INTRUST BANK NA	42	42	0.06%	0.16%	0.30%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.01%	0.05%	0.12%	Q2 2013	Q3 2023	42
Stillwater Capital Advisors, LLC	42	42	0.19%	0.31%	0.46%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.06%	0.12%	0.47%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.15%	0.68%	1.30%	Q2 2013	Q3 2023	42
MYCIO WEALTH PARTNERS, LLC	42	42	0.06%	0.26%	0.60%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.08%	0.13%	0.20%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	2.14%	4.39%	7.13%	Q2 2013	Q3 2023	42
VISTA CAPITAL PARTNERS, INC.	42	42	0.10%	0.15%	0.25%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	0.12%	0.26%	0.46%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.10%	0.27%	0.53%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.03%	0.08%	0.18%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.34%	0.92%	1.48%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.01%	0.07%	0.49%	Q2 2013	Q3 2023	42
BANK OF MONTREAL /CAN/	39	2	0.00%	0.04%	0.17%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.19%	0.49%	1.10%	Q2 2013	Q3 2023	42
LOWE BROCKENBROUGH & CO INC	42	42	0.04%	0.05%	0.10%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.02%	0.11%	0.30%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.03%	0.17%	0.49%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.04%	0.14%	0.28%	Q2 2013	Q3 2023	42
MONETARY MANAGEMENT GROUP INC	42	42	0.31%	0.75%	1.25%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.45%	0.75%	1.02%	Q2 2013	Q3 2023	42
Aristotle Capital Management, LLC	42	42	0.01%	0.06%	0.35%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	5.14%	9.78%	16.11%	Q2 2013	Q3 2023	42
Modera Wealth Management, LLC	42	42	0.13%	0.52%	1.86%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.01%	0.19%	0.40%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.07%	0.11%	0.15%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.15%	0.24%	0.36%	Q2 2013	Q3 2023	42
Annex Advisory Services, LLC	42	42	0.04%	0.49%	2.70%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.17%	0.52%	1.64%	Q2 2013	Q3 2023	42
ZACKS INVESTMENT MANAGEMENT	42	42	0.01%	0.13%	1.26%	Q2 2013	Q3 2023	42
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	42	42	0.03%	0.08%	0.18%	Q2 2013	Q3 2023	42
Estate Counselors, LLC	42	42	0.43%	1.44%	3.88%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.37%	0.59%	0.86%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.22%	0.32%	0.78%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.00%	0.04%	0.13%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	42
FDx Advisors, Inc.	42	42	0.07%	1.44%	3.56%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	0.18%	0.40%	0.62%	Q2 2013	Q3 2023	42
NOTTINGHAM ADVISORS, INC.	42	42	0.83%	3.73%	11.79%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.04%	0.12%	0.30%	Q2 2013	Q3 2023	42
BRIDGES INVESTMENT MANAGEMENT INC	42	42	1.37%	2.67%	4.49%	Q2 2013	Q3 2023	42
MERITAGE PORTFOLIO MANAGEMENT	42	42	0.31%	0.88%	2.92%	Q2 2013	Q3 2023	42
FIRST UNITED BANK & TRUST	42	42	0.32%	1.92%	4.16%	Q2 2013	Q3 2023	42
Segment Wealth Management, LLC	42	42	0.78%	2.68%	4.69%	Q2 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.01%	0.05%	0.14%	Q2 2013	Q3 2023	42
STALEY CAPITAL ADVISERS INC	42	42	0.04%	0.08%	0.16%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	0.02%	0.12%	Q2 2013	Q3 2023	42
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	42	42	0.13%	0.29%	0.55%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	0.24%	0.64%	1.12%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.18%	0.37%	0.75%	Q2 2013	Q3 2023	42
AMERICAN CENTURY COMPANIES INC	42	42	0.00%	0.38%	0.87%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.04%	0.07%	0.10%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.02%	0.47%	1.16%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.32%	0.80%	1.35%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.09%	0.15%	0.22%	Q2 2013	Q3 2023	42
PRUDENTIAL FINANCIAL INC	42	42	0.00%	0.11%	0.29%	Q2 2013	Q3 2023	42
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.02%	0.07%	0.10%	Q2 2013	Q3 2023	41
Fragasso Group Inc.	41	41	0.11%	3.75%	30.18%	Q4 2013	Q4 2023	41
Diversified Trust Co	37	1	0.09%	0.32%	0.80%	Q2 2013	Q4 2023	41
Chevy Chase Trust Holdings, LLC	41	41	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.16%	0.45%	0.94%	Q2 2013	Q2 2023	41
BESSEMER GROUP INC	41	41	0.00%	0.03%	0.23%	Q3 2013	Q3 2023	41
Haverford Trust Co	40	1	0.01%	0.06%	0.16%	Q2 2013	Q3 2023	41
TELEMUS CAPITAL, LLC	41	41	0.68%	1.57%	2.61%	Q3 2013	Q3 2023	41
Advisory Services Network, LLC	27	14	0.06%	0.62%	3.92%	Q2 2013	Q3 2023	41
Linscomb & Williams, Inc.	41	41	0.03%	0.21%	0.62%	Q3 2013	Q3 2023	41
Parkside Advisors LLC	41	41	0.46%	8.59%	15.46%	Q4 2013	Q4 2023	41
Baker Avenue Asset Management, LP	38	3	0.12%	0.45%	2.80%	Q2 2013	Q3 2023	41
APPLETON GROUP, LLC	22	19	0.77%	6.65%	18.71%	Q2 2013	Q3 2023	41
FRANKLIN RESOURCES INC	38	3	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.09%	0.18%	0.46%	Q3 2013	Q3 2023	41
CENTRAL TRUST Co	41	41	0.02%	0.03%	0.04%	Q3 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.12%	2.27%	Q3 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.35%	0.90%	2.19%	Q2 2013	Q3 2023	41
FineMark National Bank & Trust	38	3	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	41
Wind River Trust Co	41	41	12.82%	17.20%	21.34%	Q3 2013	Q3 2023	41
BERKSHIRE ASSET MANAGEMENT LLC/PA	35	6	0.12%	0.34%	0.56%	Q2 2013	Q3 2023	41
MIDDLETON & CO INC/MA	39	2	0.07%	0.12%	0.20%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.16%	0.26%	0.61%	Q2 2013	Q3 2023	41
COURIER CAPITAL LLC	24	17	0.06%	0.11%	0.17%	Q2 2013	Q3 2023	41
JNBA Financial Advisors	21	20	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	41
BRAUN STACEY ASSOCIATES INC	27	4	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	40
Waldron Private Wealth LLC	40	40	7.12%	15.52%	26.56%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.20%	0.56%	0.79%	Q4 2013	Q3 2023	40
EVERMAY WEALTH MANAGEMENT LLC	40	40	0.09%	0.25%	0.53%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	2.95%	4.15%	5.60%	Q4 2013	Q3 2023	40
SMITH, MOORE & CO.	40	40	0.33%	0.43%	0.53%	Q4 2013	Q3 2023	40
Atria Investments, Inc	26	14	0.02%	0.15%	0.48%	Q3 2013	Q3 2023	40
SAGE FINANCIAL GROUP INC	40	40	0.38%	0.69%	1.50%	Q4 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	0.30%	0.50%	0.79%	Q4 2013	Q3 2023	40
Sequoia Financial Advisors, LLC	40	40	0.06%	0.75%	4.94%	Q4 2013	Q3 2023	40
CREDIT SUISSE AG/	14	1	0.00%	0.01%	0.04%	Q1 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.01%	0.06%	0.20%	Q4 2013	Q4 2023	40
Pure Financial Advisors, LLC	22	18	0.03%	0.23%	0.76%	Q2 2013	Q4 2023	40
COMERICA BANK	39	1	0.02%	0.19%	0.77%	Q2 2013	Q3 2023	40
Oakworth Capital, Inc.	40	40	9.84%	11.42%	16.42%	Q4 2013	Q3 2023	40
Johnson Financial Group, Inc.	40	40	0.06%	1.64%	6.97%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	0.23%	0.74%	0.96%	Q4 2013	Q3 2023	40
Atlas Brown,Inc.	39	1	0.36%	0.99%	1.59%	Q2 2013	Q3 2023	40
Ascent Wealth Partners, LLC	40	40	0.45%	1.29%	2.44%	Q4 2013	Q3 2023	40
B. Riley Wealth Advisors, Inc.	28	1	0.01%	0.07%	0.18%	Q2 2013	Q3 2023	40
Hirtle Callaghan & Co LLC	35	5	0.68%	2.08%	9.90%	Q3 2013	Q3 2023	40
Financial Architects, Inc	36	4	0.14%	0.21%	0.41%	Q2 2013	Q2 2023	40
Evanson Asset Management, LLC	40	40	0.14%	0.40%	0.65%	Q4 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	21	19	0.14%	0.36%	0.70%	Q3 2013	Q3 2023	40
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	26	4	0.23%	0.68%	1.52%	Q3 2013	Q3 2023	39
CHOREO, LLC	39	39	1.84%	5.27%	9.63%	Q1 2014	Q3 2023	39
KCM INVESTMENT ADVISORS LLC	28	11	0.01%	0.03%	0.06%	Q3 2013	Q3 2023	39
ALLIANCEBERNSTEIN L.P.	39	39	0.00%	0.06%	0.16%	Q1 2014	Q3 2023	39
One Capital Management, LLC	39	39	0.15%	1.16%	2.81%	Q1 2014	Q3 2023	39
RHUMBLINE ADVISERS	33	3	0.00%	0.02%	0.03%	Q3 2013	Q3 2023	39
SPINNAKER TRUST	39	39	0.02%	0.08%	0.15%	Q1 2014	Q3 2023	39
BNP PARIBAS FINANCIAL MARKETS	15	10	0.00%	0.04%	0.24%	Q2 2013	Q3 2023	39
Thomasville National Bank	27	12	0.10%	0.18%	0.47%	Q4 2013	Q3 2023	39
WRAPMANAGER INC	32	7	0.20%	1.41%	3.82%	Q3 2012	Q3 2023	39
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	28	11	0.01%	0.04%	0.10%	Q3 2013	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.03%	0.13%	0.58%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.02%	0.02%	0.03%	Q2 2013	Q4 2022	39
CAPTRUST FINANCIAL ADVISORS	29	1	0.00%	0.20%	0.54%	Q2 2013	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.13%	0.95%	1.75%	Q2 2013	Q4 2022	39
SIGNATUREFD, LLC	38	1	0.01%	0.11%	0.27%	Q4 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.23%	0.35%	0.55%	Q1 2014	Q3 2023	39
FIRST MANHATTAN CO. LLC.	39	39	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	39
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	38	38	0.01%	0.17%	0.34%	Q2 2014	Q3 2023	38
BRADLEY FOSTER & SARGENT INC/CT	25	13	0.01%	0.01%	0.02%	Q1 2014	Q3 2023	38
EASTERN BANK	27	11	0.02%	0.52%	2.15%	Q2 2013	Q3 2023	38
FIRST MERCHANTS CORP	38	38	0.17%	0.38%	0.71%	Q2 2014	Q3 2023	38
Capital Directions Investment Advisors, LLC	31	7	0.75%	1.33%	2.16%	Q2 2013	Q4 2022	38
Archford Capital Strategies, LLC	22	16	0.00%	0.27%	0.95%	Q1 2014	Q3 2023	38
HM Capital Management, LLC	38	38	1.27%	2.36%	4.96%	Q2 2013	Q3 2022	38
Waverly Advisors, LLC	28	10	0.01%	1.11%	4.45%	Q3 2013	Q3 2023	38
SCHRODER INVESTMENT MANAGEMENT GROUP	28	3	0.00%	0.04%	0.70%	Q2 2013	Q3 2023	38
Round Table Services, LLC	38	38	1.26%	3.50%	6.27%	Q2 2013	Q3 2022	38
MEEDER ASSET MANAGEMENT INC	38	38	0.00%	0.43%	4.34%	Q2 2013	Q3 2022	38
JFS WEALTH ADVISORS, LLC	38	38	0.01%	0.31%	0.79%	Q2 2014	Q3 2023	38
Garde Capital, Inc.	38	38	0.10%	0.31%	0.99%	Q2 2014	Q3 2023	38
BALASA DINVERNO & FOLTZ LLC	38	38	3.29%	10.06%	20.97%	Q2 2013	Q3 2022	38
COLONY GROUP LLC	38	38	0.00%	0.11%	0.45%	Q2 2014	Q3 2023	38
LBJ Family Wealth Advisors, Ltd.	37	1	14.53%	19.69%	21.65%	Q4 2013	Q4 2023	38
Perkins Coie Trust Co	37	37	0.01%	0.01%	0.02%	Q3 2014	Q3 2023	37
MAI Capital Management	36	36	0.00%	0.61%	0.91%	Q4 2014	Q3 2023	37
Stratos Wealth Partners, LTD.	37	37	0.06%	0.54%	1.18%	Q3 2014	Q3 2023	37
Cranbrook Wealth Management, LLC	37	37	0.02%	0.06%	0.11%	Q4 2013	Q4 2022	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.07%	0.31%	3.14%	Q2 2013	Q2 2022	37
Fiera Capital Corp	31	2	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	37
THRIVENT FINANCIAL FOR LUTHERANS	37	37	0.00%	0.03%	0.15%	Q3 2014	Q3 2023	37
CAMBRIDGE TRUST CO	34	3	0.01%	0.03%	0.05%	Q2 2014	Q3 2023	37
Allen Investment Management, LLC	37	37	0.02%	0.07%	0.16%	Q3 2014	Q3 2023	37
Baker Ellis Asset Management LLC	25	12	0.04%	0.07%	0.09%	Q2 2014	Q3 2023	37
AMALGAMATED BANK	35	2	0.01%	0.22%	1.12%	Q4 2012	Q1 2022	37
FAS Wealth Partners, Inc.	37	37	0.08%	0.17%	0.38%	Q3 2014	Q3 2023	37
Syntal Capital Partners, LLC	21	16	0.07%	0.23%	0.55%	Q1 2014	Q3 2023	37
Ironsides Asset Advisors, LLC	23	14	0.67%	1.62%	2.68%	Q2 2014	Q3 2023	37
Brown Advisory Securities, LLC	37	37	0.18%	0.37%	0.72%	Q2 2013	Q2 2022	37
WELLINGTON MANAGEMENT GROUP LLP	18	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	36
D.A. DAVIDSON & CO.	19	17	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	36
Cornerstone Management, Inc.	36	36	0.05%	0.31%	0.96%	Q4 2014	Q3 2023	36
INVESTMENT PARTNERS, LTD.	36	36	0.71%	3.44%	5.71%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.03%	0.06%	0.19%	Q4 2014	Q3 2023	36
ROCKLAND TRUST CO	22	14	0.02%	0.03%	0.05%	Q3 2014	Q3 2023	36
Wealth Architects, LLC	36	36	0.04%	0.11%	0.22%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	3.06%	3.67%	4.83%	Q4 2014	Q3 2023	36
FC Advisory LLC	36	36	1.52%	3.46%	6.19%	Q1 2015	Q4 2023	36
Lenox Wealth Advisors, LLC	36	36	0.15%	1.46%	5.08%	Q2 2013	Q1 2022	36
ACG Wealth	36	36	0.08%	0.46%	0.87%	Q4 2013	Q3 2022	36
People's United Financial, Inc.	36	36	0.00%	0.22%	0.58%	Q2 2013	Q1 2022	36
ANCHOR CAPITAL ADVISORS LLC	36	36	0.01%	0.12%	0.55%	Q4 2014	Q3 2023	36
Dakota Wealth Management	36	36	0.03%	0.29%	0.85%	Q4 2014	Q3 2023	36
VICTORY CAPITAL MANAGEMENT INC	36	36	0.00%	0.00%	0.04%	Q4 2014	Q3 2023	36
Joel Isaacson & Co., LLC	36	36	0.01%	0.07%	0.11%	Q4 2014	Q3 2023	36
NorthRock Partners, LLC	36	36	0.27%	6.59%	13.71%	Q4 2014	Q3 2023	36
Community Bank, N.A.	36	36	0.44%	0.86%	1.57%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	2.70%	5.11%	8.32%	Q4 2014	Q3 2023	36
SEI INVESTMENTS CO	36	36	0.00%	0.07%	0.26%	Q4 2014	Q3 2023	36
Diversified Portfolios, Inc.	36	36	0.70%	1.86%	2.99%	Q4 2014	Q3 2023	36
WEDBUSH SECURITIES INC	36	36	0.05%	0.10%	0.14%	Q4 2014	Q3 2023	36
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	19	16	0.05%	0.78%	1.95%	Q4 2014	Q3 2023	35
Neuberger Berman Group LLC	29	1	0.00%	0.00%	0.02%	Q2 2014	Q3 2023	35
VOYA INVESTMENT MANAGEMENT LLC	24	11	0.01%	0.17%	0.38%	Q2 2013	Q3 2023	35
REILLY FINANCIAL ADVISORS, LLC	35	35	0.01%	0.05%	0.17%	Q2 2013	Q4 2021	35
PALLADIUM PARTNERS LLC	32	3	0.01%	0.02%	0.03%	Q2 2013	Q1 2022	35
Roble, Belko & Company, Inc	35	35	0.12%	0.14%	0.18%	Q1 2015	Q3 2023	35
FORVIS Wealth Advisors, LLC	35	35	0.05%	0.18%	0.63%	Q1 2015	Q3 2023	35
FIDUCIARY TRUST CO	32	3	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.78%	1.60%	3.42%	Q4 2014	Q3 2023	35
Goelzer Investment Management, Inc.	35	35	0.71%	1.28%	1.61%	Q1 2015	Q3 2023	35
METROPOLITAN LIFE INSURANCE CO/NY	35	35	0.02%	0.09%	0.22%	Q2 2013	Q4 2021	35
CAPITAL CITY TRUST CO/FL	34	34	0.14%	0.19%	0.25%	Q2 2015	Q3 2023	34
FIRST CITIZENS BANK & TRUST CO	32	1	0.02%	0.65%	2.52%	Q4 2013	Q3 2023	34
MCF Advisors LLC	25	1	0.00%	0.04%	0.13%	Q4 2011	Q3 2023	34
Truepoint, Inc.	22	12	0.01%	0.06%	0.15%	Q3 2014	Q3 2023	34
Regal Investment Advisors LLC	22	1	0.02%	0.08%	0.25%	Q2 2013	Q3 2023	34
Baird Financial Group, Inc.	34	34	1.35%	1.89%	2.64%	Q2 2015	Q3 2023	34
MISSION WEALTH MANAGEMENT, LP	34	34	0.13%	0.47%	1.12%	Q2 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.28%	0.73%	1.35%	Q2 2015	Q3 2023	34
FRONT BARNETT ASSOCIATES LLC	32	2	0.04%	0.09%	0.19%	Q1 2015	Q3 2023	34
GRIMES & COMPANY, INC.	34	34	0.03%	0.05%	0.07%	Q2 2015	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.33%	0.48%	0.73%	Q2 2013	Q3 2021	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.00%	0.01%	0.03%	Q2 2013	Q3 2021	34
OLD NATIONAL BANCORP /IN/	22	5	0.01%	0.02%	0.10%	Q2 2014	Q3 2023	34
MOTCO	27	7	0.00%	0.01%	0.02%	Q3 2014	Q3 2023	34
Boston Partners	20	1	0.00%	0.02%	0.22%	Q4 2013	Q3 2023	34
Sharkey, Howes & Javer	33	1	0.15%	0.70%	2.62%	Q1 2015	Q3 2023	34
WEBSTER BANK, N. A.	30	4	0.07%	0.52%	1.49%	Q4 2013	Q3 2023	34
Patten Group, Inc.	32	1	0.00%	0.21%	0.60%	Q4 2014	Q3 2023	34
Rex Capital Advisors, LLC	22	1	0.10%	0.27%	0.49%	Q2 2013	Q4 2022	33
Caprock Group, LLC	31	2	0.07%	0.15%	0.39%	Q1 2015	Q3 2023	33
CHEMUNG CANAL TRUST CO	33	33	0.08%	0.68%	1.88%	Q4 2015	Q4 2023	33
Accredited Investors Inc.	21	6	0.05%	0.30%	1.26%	Q4 2014	Q3 2023	33
Capital Investment Advisors, LLC	33	33	0.02%	0.05%	0.17%	Q4 2015	Q4 2023	33
Carroll Financial Associates, Inc.	29	4	0.00%	0.07%	0.16%	Q3 2013	Q4 2021	33
FIRST MIDWEST BANK TRUST DIVISION	33	33	0.05%	0.51%	1.59%	Q4 2013	Q4 2021	33
Gemmer Asset Management LLC	33	33	0.01%	0.05%	0.10%	Q1 2014	Q1 2022	33
RMB Capital Management, LLC	27	1	0.01%	0.02%	0.11%	Q3 2014	Q3 2023	33
CITY HOLDING CO	33	33	0.02%	0.06%	0.14%	Q3 2015	Q3 2023	33
SSI INVESTMENT MANAGEMENT LLC	32	1	0.04%	0.25%	0.73%	Q2 2015	Q3 2023	33
Beaumont Financial Partners, LLC	17	2	0.02%	0.22%	2.31%	Q2 2013	Q3 2022	33
CAMBIAR INVESTORS LLC	29	1	0.00%	0.37%	1.32%	Q4 2013	Q3 2023	33
PARAMETRIC PORTFOLIO ASSOCIATES LLC	30	3	0.00%	0.12%	0.78%	Q2 2013	Q1 2022	33
SG Americas Securities, LLC	25	1	0.00%	0.10%	0.36%	Q3 2013	Q3 2023	33
ROTHSCHILD INVESTMENT LLC /IL	33	33	0.04%	0.27%	0.53%	Q3 2015	Q3 2023	33
CARRET ASSET MANAGEMENT, LLC	28	5	0.04%	0.12%	0.23%	Q2 2014	Q3 2023	33
BADGLEY PHELPS & BELL INC	33	33	0.16%	0.65%	1.36%	Q2 2013	Q2 2021	33
Private Ocean, LLC	32	32	0.08%	0.43%	1.04%	Q4 2015	Q3 2023	32
Drexel Morgan & Co.	17	15	0.38%	3.34%	5.42%	Q2 2013	Q2 2021	32
CPWM, LLC	32	32	0.07%	0.16%	0.33%	Q4 2014	Q3 2022	32
Regal Wealth Group, Inc.	32	32	1.86%	7.85%	18.15%	Q4 2015	Q3 2023	32
Colorado Capital Management, Inc.	32	32	1.43%	1.76%	2.08%	Q4 2015	Q3 2023	32
Clarius Group, LLC	32	32	0.10%	0.77%	1.69%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.07%	0.09%	0.12%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.02%	0.06%	0.13%	Q4 2015	Q3 2023	32
Capital Asset Advisory Services LLC	32	32	0.05%	0.34%	0.94%	Q4 2015	Q3 2023	32
BBVA USA Bancshares, Inc.	32	32	1.43%	1.92%	2.53%	Q2 2013	Q1 2021	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.12%	0.41%	1.10%	Q4 2015	Q3 2023	32
BTC Capital Management, Inc.	21	11	0.23%	1.21%	2.35%	Q3 2015	Q3 2023	32
NICOLET BANKSHARES INC	32	32	0.54%	0.97%	2.00%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.41%	1.10%	2.29%	Q4 2015	Q3 2023	32
PITTENGER & ANDERSON INC	32	32	0.02%	0.03%	0.07%	Q4 2015	Q3 2023	32
REGENTATLANTIC CAPITAL LLC	24	8	0.02%	0.02%	0.04%	Q1 2014	Q3 2022	32
TRUST CO OF VERMONT	25	1	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	32
Paradigm Financial Advisors, LLC	32	32	0.07%	0.26%	0.67%	Q1 2014	Q4 2021	32
Cornerstone Advisory, LLC	32	32	0.64%	1.05%	2.36%	Q4 2015	Q3 2023	32
Crestone Asset Management LLC	32	32	4.01%	6.51%	9.64%	Q4 2015	Q3 2023	32
Homrich & Berg	32	32	0.09%	0.15%	0.26%	Q4 2013	Q3 2021	32
UMB Bank, n.a.	32	32	0.15%	0.25%	0.48%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.11%	0.52%	0.86%	Q2 2013	Q3 2023	32
MARINER INDEPENDENT ADVISOR NETWORK, LLC	18	6	0.22%	2.15%	5.94%	Q2 2014	Q3 2022	32
Anchor Investment Management, LLC	31	31	0.01%	0.09%	0.20%	Q2 2016	Q4 2023	31
Northeast Financial Consultants Inc	19	5	0.08%	0.13%	0.22%	Q1 2015	Q3 2023	31
BEACON FINANCIAL GROUP	29	2	0.04%	0.29%	0.50%	Q3 2013	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.02%	0.22%	0.80%	Q1 2016	Q3 2023	31
McNamara Financial Services, Inc.	31	31	0.09%	0.13%	0.20%	Q1 2016	Q3 2023	31
Alliance Wealth Management Group	31	31	0.13%	1.05%	6.85%	Q4 2015	Q2 2023	31
Busey Bank	29	1	0.03%	0.18%	0.39%	Q2 2015	Q3 2023	31
Allworth Financial LP	31	31	0.00%	0.02%	0.06%	Q1 2016	Q3 2023	31
MILLENNIUM MANAGEMENT LLC	17	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	31
FIRST NATIONAL TRUST CO	26	5	0.02%	0.07%	0.16%	Q4 2013	Q3 2023	31
Gradient Investments LLC	21	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	31
GUGGENHEIM CAPITAL LLC	20	1	0.00%	0.03%	0.11%	Q2 2013	Q3 2023	31
Domani Wealth, LLC	30	1	0.04%	2.24%	3.20%	Q1 2015	Q1 2023	31
CWM, LLC	23	8	0.01%	0.03%	0.12%	Q4 2015	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.03%	0.07%	0.11%	Q1 2016	Q3 2023	31
Pointe Capital Management LLC	30	1	0.11%	0.54%	2.82%	Q1 2015	Q3 2023	31
ROPES WEALTH ADVISORS LLC	31	31	0.02%	0.15%	0.26%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.01%	0.20%	0.66%	Q4 2015	Q3 2023	31
Tower Research Capital LLC (TRC)	11	1	0.00%	0.32%	1.16%	Q2 2013	Q3 2023	31
IBERIABANK CORP	31	31	0.29%	1.04%	1.92%	Q4 2012	Q2 2020	31
DUBUQUE BANK & TRUST CO	23	2	0.02%	0.05%	0.08%	Q1 2014	Q1 2022	31
Lido Advisors, LLC	31	31	0.04%	0.14%	0.87%	Q1 2016	Q3 2023	31
St. Louis Trust Co	27	4	0.54%	0.94%	1.67%	Q4 2015	Q3 2023	31
ADIRONDACK TRUST CO	23	8	0.01%	0.09%	0.28%	Q4 2013	Q3 2023	31
Integrated Investment Consultants, LLC	23	8	0.94%	7.84%	11.23%	Q4 2015	Q3 2023	31
Simplicity Solutions, LLC	20	11	0.02%	0.13%	0.39%	Q4 2015	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	0.16%	0.50%	0.74%	Q1 2014	Q3 2023	31
Asset Dedication, LLC	26	5	0.03%	0.16%	0.36%	Q4 2015	Q3 2023	31
Choate Investment Advisors	20	1	0.03%	0.05%	0.10%	Q3 2015	Q3 2023	31
MACQUARIE GROUP LTD	18	1	0.00%	0.01%	0.04%	Q3 2013	Q3 2023	31
Brookstone Capital Management	27	2	0.00%	0.21%	2.85%	Q2 2014	Q3 2023	31
Grove Bank & Trust	25	5	0.01%	0.38%	0.63%	Q4 2015	Q3 2023	30
FIRST FOUNDATION ADVISORS	27	1	0.01%	0.03%	0.08%	Q1 2015	Q3 2023	30
Glenview Trust Co	28	1	0.02%	0.07%	0.12%	Q4 2014	Q3 2023	30
PUTNAM INVESTMENTS LLC	20	10	0.00%	0.02%	0.12%	Q1 2016	Q3 2023	30
M&R CAPITAL MANAGEMENT INC	30	30	0.00%	0.04%	0.08%	Q3 2016	Q4 2023	30
M Holdings Securities, Inc.	22	1	0.08%	0.35%	1.18%	Q4 2013	Q2 2023	30
Wealthcare Advisory Partners LLC	30	30	0.12%	0.43%	0.80%	Q2 2016	Q3 2023	30
Prospera Financial Services Inc	24	1	0.04%	0.13%	0.21%	Q2 2013	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.15%	1.08%	2.01%	Q2 2013	Q3 2020	30
North Star Investment Management Corp.	20	2	0.00%	0.00%	0.00%	Q2 2014	Q3 2023	30
Dorsey & Whitney Trust CO LLC	15	15	0.08%	0.21%	0.41%	Q4 2015	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.09%	0.27%	0.36%	Q2 2013	Q3 2020	30
Horan Securities, Inc.	22	8	0.56%	5.38%	12.16%	Q1 2016	Q3 2023	30
WELCH & FORBES LLC	27	3	0.01%	0.02%	0.04%	Q4 2015	Q3 2023	30
TRUE Private Wealth Advisors	30	30	0.08%	2.12%	5.82%	Q2 2016	Q3 2023	30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	18	1	0.00%	0.01%	0.05%	Q4 2013	Q3 2023	30
3D ASSET MANAGEMENT, INC	30	30	0.08%	0.27%	0.72%	Q2 2013	Q3 2020	30
Transamerica Financial Advisors, Inc.	23	1	0.00%	0.06%	0.47%	Q2 2013	Q3 2023	30
V Wealth Advisors LLC	18	12	0.17%	0.53%	0.89%	Q1 2016	Q3 2023	30
PINNACLE FINANCIAL PARTNERS INC	30	30	0.07%	1.05%	2.69%	Q2 2016	Q3 2023	30
Occidental Asset Management, LLC	30	30	0.14%	0.25%	0.85%	Q2 2016	Q3 2023	30
LifePlan Financial Group, Inc	30	30	1.24%	4.17%	10.39%	Q2 2013	Q3 2020	30
FOSTER DYKEMA CABOT & CO INC/MA	29	1	0.09%	0.30%	0.55%	Q3 2014	Q3 2023	30
EXENCIAL WEALTH ADVISORS, LLC	21	1	0.01%	0.12%	0.32%	Q1 2013	Q3 2023	30
Northstar Group, Inc.	29	29	0.19%	0.31%	0.51%	Q3 2016	Q3 2023	29
Merriman Wealth Management, LLC	25	4	0.01%	0.25%	1.82%	Q2 2016	Q3 2023	29
Glassman Wealth Services	29	29	0.07%	0.16%	0.36%	Q3 2016	Q3 2023	29
PATHSTONE FAMILY OFFICE, LLC	23	2	0.01%	0.36%	1.43%	Q2 2013	Q3 2023	29
Trust Co	29	29	0.00%	0.02%	0.04%	Q3 2016	Q3 2023	29
Cassaday & Co Inc.	29	29	0.08%	1.33%	4.17%	Q4 2014	Q4 2021	29
HANCOCK WHITNEY CORP	27	1	0.02%	0.11%	0.30%	Q4 2014	Q3 2023	29
NAPLES GLOBAL ADVISORS, LLC	29	29	0.04%	0.16%	0.64%	Q3 2016	Q3 2023	29
Parallax Volatility Advisers, L.P.	19	4	0.00%	0.00%	0.01%	Q3 2013	Q2 2019	29
DEUTSCHE BANK AG\	23	6	0.00%	0.01%	0.07%	Q3 2013	Q3 2023	29
PETTYJOHN, WOOD & WHITE, INC	15	14	0.07%	0.08%	0.10%	Q2 2016	Q3 2023	29
Allianz Asset Management GmbH	17	1	0.00%	0.02%	0.12%	Q4 2013	Q4 2022	29
Strategic Wealth Partners Group, LLC	20	9	0.68%	10.17%	15.43%	Q2 2016	Q3 2023	29
QUEST INVESTMENT MANAGEMENT LLC	29	29	0.13%	1.28%	1.97%	Q2 2013	Q2 2020	29
Sunbelt Securities, Inc.	29	29	0.01%	0.14%	0.42%	Q3 2016	Q3 2023	29
DOWLING & YAHNKE LLC	17	4	0.01%	0.02%	0.03%	Q3 2014	Q3 2022	29
Baystate Wealth Management LLC	28	28	0.01%	0.10%	0.29%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.17%	0.26%	0.37%	Q2 2013	Q2 2022	28
DELTA ASSET MANAGEMENT LLC/TN	24	4	0.00%	0.00%	0.01%	Q1 2016	Q3 2023	28
Brightworth	28	28	0.17%	0.37%	2.34%	Q4 2015	Q3 2022	28
Bartlett & Co. LLC	16	4	0.00%	0.00%	0.01%	Q2 2013	Q4 2023	28
JOYN Advisors, Inc.	28	28	9.58%	21.70%	33.37%	Q2 2013	Q1 2020	28
WINTRUST INVESTMENTS LLC	17	11	0.03%	0.14%	0.29%	Q3 2016	Q3 2023	28
Coastal Bridge Advisors, LLC	28	28	0.19%	0.32%	0.52%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.00%	0.02%	0.10%	Q4 2016	Q3 2023	28
FORTE CAPITAL LLC /ADV	14	14	0.06%	0.20%	0.45%	Q3 2014	Q3 2023	28
Tarbox Family Office, Inc.	25	1	0.00%	0.21%	0.32%	Q3 2014	Q3 2023	28
OXFORD FINANCIAL GROUP, LTD. LLC	28	28	0.55%	1.69%	3.41%	Q4 2016	Q3 2023	28
NEXT Financial Group, Inc	14	14	0.00%	0.14%	0.35%	Q2 2014	Q4 2021	28
TD Capital Management LLC	23	5	0.01%	0.01%	0.05%	Q2 2016	Q3 2023	28
TIEDEMANN ADVISORS, LLC	28	28	0.04%	0.25%	0.50%	Q4 2016	Q3 2023	28
LAZARD ASSET MANAGEMENT LLC	27	1	0.00%	0.00%	0.00%	Q4 2014	Q1 2023	28
Sargent Bickham Lagudis LLC	28	28	0.01%	0.05%	0.25%	Q1 2016	Q4 2022	28
EQUITY INVESTMENT CORP	28	28	0.11%	0.74%	3.00%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.20%	0.40%	0.80%	Q4 2016	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.39%	5.19%	14.20%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.01%	0.11%	0.17%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.01%	0.23%	1.07%	Q4 2016	Q3 2023	28
Jentner Corp	28	28	0.22%	0.33%	0.46%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.03%	0.61%	3.81%	Q4 2016	Q3 2023	28
Meridian Wealth Management, LLC	28	28	0.07%	0.13%	0.31%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.02%	0.67%	3.08%	Q4 2016	Q3 2023	28
Ullmann Wealth Partners Group, LLC	28	28	0.93%	3.67%	9.05%	Q4 2016	Q3 2023	28
Bryn Mawr Capital Management, LLC	28	28	0.21%	0.64%	1.17%	Q4 2016	Q3 2023	28
BOK Financial Private Wealth, Inc.	28	28	0.05%	0.08%	0.19%	Q4 2016	Q3 2023	28
Boston Trust Walden Corp	28	28	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	0.05%	0.14%	0.21%	Q4 2016	Q3 2023	28
Legacy Advisors, LLC	28	28	0.06%	0.45%	1.80%	Q4 2016	Q3 2023	28
BALDWIN BROTHERS LLC/MA	27	27	0.01%	0.01%	0.02%	Q2 2017	Q4 2023	27
PITCAIRN CO	14	1	0.09%	0.78%	2.43%	Q2 2013	Q1 2022	27
Avantax Planning Partners, Inc.	19	8	0.01%	0.27%	0.81%	Q4 2016	Q3 2023	27
Transform Wealth, LLC	13	4	0.03%	0.07%	0.19%	Q2 2016	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.17%	0.34%	0.81%	Q4 2016	Q3 2023	27
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	10	1	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	27
TWO SIGMA SECURITIES, LLC	6	1	0.00%	0.11%	1.10%	Q4 2014	Q3 2023	27
EP Wealth Advisors, LLC	25	2	0.02%	0.29%	0.98%	Q3 2015	Q3 2023	27
Gibson Capital, LLC	27	27	0.07%	0.09%	0.10%	Q1 2017	Q3 2023	27
NewEdge Advisors, LLC	26	1	0.01%	0.18%	0.61%	Q3 2016	Q3 2023	27
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	27	27	4.15%	6.78%	9.04%	Q2 2013	Q4 2019	27
VALLEY NATIONAL ADVISERS INC	27	27	0.01%	0.02%	0.03%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	0.12%	0.20%	0.44%	Q2 2015	Q4 2021	27
Good Life Advisors, LLC	27	27	0.03%	0.13%	0.42%	Q1 2017	Q3 2023	27
Avior Wealth Management, LLC	12	1	0.00%	0.02%	0.08%	Q1 2014	Q3 2023	27
Sand Hill Global Advisors, LLC	27	27	0.02%	2.10%	9.41%	Q1 2017	Q3 2023	27
Maple Capital Management, Inc.	27	27	0.11%	0.15%	0.19%	Q2 2013	Q4 2019	27
LAU ASSOCIATES LLC	27	27	0.24%	0.62%	2.70%	Q2 2013	Q4 2019	27
AE Wealth Management LLC	27	27	0.02%	0.05%	0.14%	Q1 2017	Q3 2023	27
NATIXIS	23	4	0.00%	0.02%	0.11%	Q3 2016	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.52%	0.99%	2.10%	Q1 2017	Q3 2023	27
Klingman & Associates, LLC	14	1	0.03%	0.08%	0.15%	Q4 2014	Q3 2023	27
QS Investors, LLC	27	27	0.02%	0.18%	0.31%	Q4 2014	Q2 2021	27
Vigilant Capital Management, LLC	16	11	0.02%	0.05%	0.09%	Q2 2016	Q2 2023	27
CIBC BANK USA	27	27	0.28%	0.39%	0.61%	Q2 2013	Q4 2019	27
Kovitz Investment Group Partners, LLC	10	3	0.00%	0.01%	0.03%	Q1 2016	Q3 2023	27
Arete Wealth Advisors, LLC	26	1	0.00%	0.20%	0.38%	Q4 2016	Q3 2023	27
Flaharty Asset Management, LLC	27	27	5.83%	7.25%	8.80%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.48%	1.17%	1.47%	Q2 2013	Q4 2019	27
OPPENHEIMER ASSET MANAGEMENT INC.	27	27	0.14%	0.25%	1.02%	Q1 2017	Q3 2023	27
Corundum Group, Inc.	13	4	8.32%	13.31%	17.07%	Q2 2016	Q3 2023	27
Canal Capital Management, LLC	14	13	0.06%	0.13%	0.47%	Q4 2016	Q3 2023	27
LOGAN CAPITAL MANAGEMENT INC	22	1	0.03%	0.09%	0.41%	Q4 2015	Q3 2023	27
Bison Wealth, LLC	23	1	0.04%	0.25%	0.66%	Q4 2014	Q3 2023	26
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	12	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	26
Laurel Wealth Advisors, Inc.	24	1	0.06%	0.18%	0.41%	Q4 2015	Q4 2022	26
BB&T SECURITIES, LLC	26	26	0.01%	0.06%	0.29%	Q2 2013	Q3 2019	26
Rinet Co LLC	26	26	0.31%	0.50%	0.72%	Q2 2015	Q3 2021	26
Cerity Partners LLC	25	1	0.05%	0.11%	0.50%	Q1 2017	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.22%	0.40%	0.87%	Q2 2017	Q3 2023	26
Verus Financial Partners, Inc.	14	12	0.07%	0.18%	0.28%	Q1 2017	Q3 2023	26
Fisher Asset Management, LLC	12	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	26
AXA S.A.	26	26	0.03%	0.17%	0.29%	Q2 2013	Q3 2019	26
First Command Bank	14	12	0.00%	0.03%	0.09%	Q4 2016	Q2 2023	26
AFT, FORSYTH & COMPANY, INC.	24	2	0.32%	0.45%	0.76%	Q2 2013	Q3 2023	26
Kingsview Wealth Management, LLC	20	6	0.08%	0.24%	0.41%	Q1 2017	Q3 2023	26
First Command Financial Services, Inc.	14	12	0.00%	0.03%	0.09%	Q4 2016	Q2 2023	26
Focused Wealth Management, Inc	19	7	0.00%	0.04%	0.16%	Q3 2013	Q1 2020	26
Endurance Wealth Management, Inc.	26	26	0.00%	0.01%	0.01%	Q1 2017	Q2 2023	26
SUNTRUST BANKS INC	26	26	0.96%	2.17%	3.08%	Q2 2013	Q3 2019	26
GenWealth Group, Inc.	26	26	0.44%	0.76%	1.32%	Q2 2017	Q3 2023	26
Moisand Fitzgerald Tamayo, LLC	18	2	0.03%	0.06%	0.09%	Q4 2015	Q3 2023	26
HOWE & RUSLING INC	15	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	26
Chicago Partners Investment Group LLC	26	26	0.00%	0.51%	0.88%	Q2 2017	Q3 2023	26
First Personal Financial Services	19	1	0.01%	0.55%	4.62%	Q4 2015	Q3 2023	26
Argent Trust Co	22	1	0.02%	0.16%	0.43%	Q4 2014	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.05%	0.23%	0.55%	Q2 2017	Q3 2023	26
Matthew Goff Investment Advisor, LLC	25	25	0.09%	0.21%	0.28%	Q3 2017	Q3 2023	25
WASHINGTON TRUST BANK	18	1	0.00%	0.11%	0.99%	Q4 2014	Q3 2023	25
Keel Point, LLC	22	3	0.03%	1.15%	2.69%	Q3 2016	Q3 2023	25
Triangle Securities Wealth Management	25	25	0.13%	0.20%	0.33%	Q3 2017	Q3 2023	25
Winfield Associates, Inc.	25	25	0.02%	0.42%	1.02%	Q4 2013	Q4 2019	25
Personal Capital Advisors Corp	25	25	0.00%	0.01%	0.01%	Q4 2016	Q4 2022	25
HARVEST CAPITAL MANAGEMENT INC	25	25	0.14%	0.19%	0.25%	Q2 2013	Q2 2019	25
REDW Wealth LLC	15	10	0.08%	0.27%	0.79%	Q4 2016	Q1 2023	25
Autus Asset Management, LLC	25	25	0.09%	0.15%	0.23%	Q4 2015	Q4 2021	25
KINGS POINT CAPITAL MANAGEMENT	18	7	0.00%	0.01%	0.01%	Q2 2013	Q1 2022	25
COBIZ WEALTH, LLC	25	25	0.06%	0.32%	0.51%	Q2 2013	Q2 2019	25
Capital Analysts, LLC	23	1	0.00%	0.08%	0.25%	Q3 2015	Q3 2023	25
Covington Capital Management	21	4	0.01%	0.01%	0.02%	Q2 2014	Q3 2022	25
Crestwood Advisors Group, LLC	24	1	0.01%	0.02%	0.04%	Q1 2017	Q3 2023	25
LANDAAS & CO /WI /ADV	25	25	19.47%	24.44%	29.96%	Q3 2017	Q3 2023	25
Intersect Capital LLC	23	2	0.06%	0.23%	0.50%	Q4 2014	Q2 2022	25
BOURGEON CAPITAL MANAGEMENT LLC	25	25	0.12%	0.18%	0.26%	Q3 2017	Q3 2023	25
YorkBridge Wealth Partners, LLC	25	25	0.16%	0.24%	0.38%	Q4 2016	Q4 2022	25
Bragg Financial Advisors, Inc	25	25	0.02%	0.04%	0.06%	Q4 2016	Q4 2022	25
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	21	4	0.00%	0.03%	0.15%	Q3 2016	Q4 2022	25
Valeo Financial Advisors, LLC	25	25	0.39%	0.84%	3.22%	Q3 2017	Q3 2023	25
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16	1	0.00%	0.12%	1.21%	Q3 2015	Q3 2023	25
MACROVIEW INVESTMENT MANAGEMENT LLC	25	25	0.01%	0.32%	2.43%	Q3 2017	Q3 2023	25
Voya Financial Advisors, Inc.	25	25	0.07%	0.14%	0.27%	Q1 2015	Q1 2021	25
HCR Wealth Advisors	17	1	0.07%	0.09%	0.17%	Q4 2016	Q2 2023	25
TIAA, FSB	25	25	0.76%	2.24%	5.07%	Q2 2017	Q2 2023	25
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	2	0.00%	0.01%	0.13%	Q4 2015	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.74%	1.10%	2.50%	Q4 2015	Q4 2021	25
ROCKY MOUNTAIN ADVISERS, LLC	25	25	0.03%	0.13%	0.35%	Q3 2017	Q3 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.22%	1.01%	2.90%	Q3 2017	Q3 2023	25
Bogart Wealth, LLC	25	25	0.01%	0.05%	0.12%	Q3 2017	Q3 2023	25
Sageworth Trust Co	25	25	0.01%	0.37%	0.85%	Q4 2014	Q4 2020	25
BDO Wealth Advisors, LLC	25	25	0.00%	0.03%	0.07%	Q2 2017	Q2 2023	25
Crescent Grove Advisors, LLC	25	25	0.05%	0.27%	0.59%	Q3 2017	Q3 2023	25
CNB Bank	24	24	0.01%	0.04%	0.07%	Q4 2017	Q3 2023	24
STATE STREET CORP	19	5	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	24
PARK AVENUE SECURITIES LLC	12	1	0.01%	3.17%	7.90%	Q4 2014	Q3 2023	24
WASHINGTON TRUST Co	15	9	0.01%	0.01%	0.02%	Q3 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.07%	0.15%	0.24%	Q4 2017	Q3 2023	24
MARINO, STRAM & ASSOCIATES LLC	24	24	0.10%	0.23%	0.50%	Q4 2017	Q3 2023	24
HOLLENCREST CAPITAL MANAGEMENT	13	11	0.02%	0.03%	0.04%	Q4 2013	Q3 2023	24
TWO SIGMA INVESTMENTS, LP	13	1	0.00%	0.03%	0.24%	Q3 2013	Q4 2021	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
WOLVERINE ASSET MANAGEMENT LLC	15	9	0.01%	0.13%	0.44%	Q2 2013	Q2 2019	24
Ledyard National Bank	21	3	0.02%	0.02%	0.03%	Q4 2013	Q3 2023	24
FARMERS TRUST CO	24	24	0.08%	0.10%	0.12%	Q4 2017	Q3 2023	24
Valmark Advisers, Inc.	24	24	0.01%	0.03%	0.06%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.02%	1.25%	3.72%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.07%	0.08%	0.09%	Q4 2017	Q3 2023	24
OGOREK ANTHONY JOSEPH /NY/ /ADV	24	24	0.00%	0.01%	0.02%	Q4 2017	Q3 2023	24
McKinley Carter Wealth Services, Inc.	12	12	0.14%	0.63%	2.30%	Q3 2017	Q3 2023	24
FIRST AMERICAN TRUST, FSB	18	6	0.03%	0.05%	0.08%	Q2 2017	Q2 2023	24
Cornerstone Advisors, Inc.	17	7	0.00%	0.24%	1.28%	Q2 2013	Q3 2020	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.64%	1.11%	2.64%	Q4 2017	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	0.26%	0.50%	0.70%	Q4 2015	Q3 2021	24
First PREMIER Bank	24	24	0.01%	0.05%	0.10%	Q4 2017	Q3 2023	24
Orgel Wealth Management, LLC	14	10	0.01%	0.07%	0.14%	Q3 2017	Q3 2023	24
Johanson Financial Advisors, Inc.	20	4	0.30%	0.46%	0.77%	Q4 2015	Q4 2021	24
Nicholas Hoffman & Company, LLC.	21	1	0.01%	0.21%	1.33%	Q4 2016	Q3 2023	24
FLAGSHIP HARBOR ADVISORS, LLC	24	24	0.03%	0.05%	0.25%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.07%	0.17%	0.36%	Q4 2017	Q3 2023	24
Mascoma Wealth Management LLC	12	12	0.01%	0.22%	0.56%	Q4 2016	Q3 2023	24
Broadview Financial Management, LLC	24	24	2.20%	3.12%	3.72%	Q4 2017	Q3 2023	24
Moloney Securities Asset Management, LLC	24	24	0.09%	0.11%	0.15%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.05%	0.11%	0.22%	Q4 2017	Q3 2023	24
BHK Investment Advisors, LLC	24	24	0.37%	0.60%	0.79%	Q4 2017	Q3 2023	24
Providence First Trust Co	24	24	0.28%	0.54%	0.92%	Q2 2017	Q1 2023	24
Prism Advisors, Inc.	24	24	3.33%	4.98%	8.53%	Q4 2017	Q3 2023	24
Pinnacle Wealth Planning Services, Inc.	24	24	0.60%	1.35%	4.19%	Q4 2017	Q3 2023	24
STEPHENS GROUP ASSET MANAGEMENT, LLC	24	24	5.67%	9.35%	18.13%	Q4 2017	Q3 2023	24
Ballew Advisors, Inc	24	24	0.32%	0.41%	0.51%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.26%	0.31%	0.45%	Q4 2017	Q3 2023	24
Holistic Financial Partners	24	24	1.50%	2.80%	4.40%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.18%	0.68%	1.42%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	0.00%	0.01%	0.05%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.04%	0.06%	0.09%	Q4 2017	Q3 2023	24
RETIREMENT INCOME SOLUTIONS, INC	24	24	2.04%	4.04%	8.92%	Q4 2017	Q3 2023	24
Ballast, Inc.	24	24	1.94%	2.80%	3.80%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.01%	0.14%	0.27%	Q4 2017	Q3 2023	24
DIMENSION CAPITAL MANAGEMENT LLC	24	24	0.18%	0.67%	0.89%	Q4 2017	Q3 2023	24
Providence Capital Advisors, LLC	24	24	0.02%	0.08%	0.17%	Q4 2017	Q3 2023	24
Sound Income Strategies, LLC	24	24	0.00%	0.01%	0.04%	Q4 2017	Q3 2023	24
Towerpoint Wealth, LLC	24	24	1.62%	3.17%	10.00%	Q4 2017	Q3 2023	24
Ellenbecker Investment Group	24	24	1.15%	3.18%	6.98%	Q4 2017	Q3 2023	24
Paulson Wealth Management Inc.	24	24	6.00%	11.09%	14.49%	Q4 2017	Q3 2023	24
Rice Partnership, LLC	24	24	0.08%	0.42%	1.90%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.05%	0.09%	0.15%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.06%	0.08%	0.12%	Q4 2017	Q3 2023	24
Avondale Wealth Management	24	24	0.21%	0.31%	0.48%	Q4 2017	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.35%	0.62%	1.00%	Q4 2017	Q3 2023	24
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	20	1	0.00%	0.11%	0.82%	Q4 2015	Q3 2023	24
Koshinski Asset Management, Inc.	11	1	0.03%	0.11%	0.72%	Q2 2016	Q3 2023	23
Westside Investment Management, Inc.	15	1	0.00%	0.02%	0.07%	Q1 2017	Q3 2023	23
Capital Investment Advisory Services, LLC	23	23	0.06%	0.08%	0.13%	Q1 2018	Q3 2023	23
Bristlecone Advisors, LLC	10	1	0.02%	0.07%	0.32%	Q4 2015	Q3 2023	23
WealthTrust-Arizona, LLC	23	23	0.07%	0.36%	0.96%	Q2 2013	Q4 2018	23
Edelman Financial Services, LLC	23	23	0.00%	24.81%	28.24%	Q2 2013	Q4 2018	23
WMS Partners, LLC	15	1	0.03%	0.06%	0.12%	Q2 2013	Q3 2023	23
IFG Advisory, LLC	22	1	0.04%	0.58%	2.14%	Q4 2017	Q3 2023	23
Willow Creek Wealth Management Inc.	23	23	0.11%	0.23%	0.37%	Q1 2018	Q3 2023	23
SECURITY NATIONAL TRUST CO	17	6	0.00%	0.01%	0.01%	Q3 2014	Q3 2021	23
NWQ INVESTMENT MANAGEMENT COMPANY, LLC	11	1	0.01%	0.18%	1.49%	Q3 2013	Q3 2020	23
BREMER TRUST NATIONAL ASSOCIATION	23	23	0.08%	0.11%	0.13%	Q2 2013	Q4 2018	23
Doyle Wealth Management	23	23	0.09%	0.13%	0.18%	Q1 2017	Q3 2022	23
VAN ECK ASSOCIATES CORP	23	23	0.00%	0.02%	0.05%	Q2 2016	Q4 2021	23
One Wealth Advisors, LLC	17	6	0.07%	0.37%	3.99%	Q4 2017	Q3 2023	23
EATON VANCE MANAGEMENT	15	8	0.00%	0.05%	0.37%	Q1 2016	Q3 2022	23
Almanack Investment Partners, LLC.	13	1	0.03%	0.19%	1.10%	Q1 2017	Q3 2023	23
S&CO INC	23	23	0.03%	0.06%	0.07%	Q1 2018	Q3 2023	23
Connecticut Wealth Management, LLC	11	1	0.05%	0.20%	2.21%	Q3 2016	Q3 2023	23
Parisi Gray Wealth Management	19	4	0.14%	0.28%	0.38%	Q4 2017	Q3 2023	23
BOSTON ADVISORS LLC	19	4	0.20%	0.62%	1.14%	Q2 2013	Q3 2019	23
Rockefeller Capital Management L.P.	23	23	0.00%	0.31%	0.76%	Q1 2018	Q3 2023	23
Cornerstone Wealth Management, LLC	19	1	0.00%	0.07%	0.10%	Q4 2016	Q3 2023	23
Hudock, Inc.	15	8	0.01%	0.01%	0.02%	Q1 2015	Q4 2021	23
TOMPKINS FINANCIAL CORP	10	1	0.00%	0.01%	0.02%	Q4 2013	Q2 2023	23
NORTHERN CAPITAL MANAGEMENT LLC	23	23	0.14%	0.50%	1.15%	Q2 2013	Q4 2018	23
Fernwood Investment Management, LLC	14	9	0.10%	0.16%	0.19%	Q4 2017	Q3 2023	23
FIRST NATIONAL BANK OF OMAHA	23	23	0.51%	0.57%	0.66%	Q2 2013	Q4 2018	23
Laird Norton Wetherby Wealth Management, LLC	13	1	0.01%	0.05%	0.13%	Q3 2016	Q3 2023	23
Freedom Investment Management, Inc.	22	1	0.02%	0.23%	0.77%	Q1 2013	Q1 2019	23
NORTHSTAR INVESTMENT ADVISORS LLC	11	3	0.04%	0.06%	0.09%	Q2 2013	Q4 2019	23
Sowell Financial Services LLC	10	2	0.04%	0.22%	0.71%	Q4 2016	Q3 2023	23
THOMPSON SIEGEL & WALMSLEY LLC	20	1	0.00%	0.02%	0.03%	Q3 2013	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.06%	0.15%	0.29%	Q2 2013	Q1 2019	23
Perigon Wealth Management, LLC	20	1	0.00%	0.13%	0.23%	Q3 2011	Q3 2023	23
Barnett & Company, Inc.	11	3	0.00%	0.22%	0.86%	Q1 2016	Q3 2023	23
LEE DANNER & BASS INC	23	23	0.11%	0.13%	0.13%	Q1 2018	Q3 2023	23
CITIZENS & NORTHERN CORP	23	23	0.18%	0.35%	2.36%	Q1 2018	Q3 2023	23
Dana Investment Advisors, Inc.	10	1	0.01%	0.07%	0.18%	Q4 2013	Q3 2023	22
Nuveen Asset Management, LLC	21	1	0.00%	0.14%	1.43%	Q4 2017	Q3 2023	22
WEALTHCARE CAPITAL MANAGEMENT LLC	16	1	0.00%	0.03%	0.05%	Q2 2013	Q1 2021	22
Icon Wealth Partners, LLC	19	3	0.24%	0.70%	2.21%	Q4 2017	Q3 2023	22
Jacobi Capital Management LLC	17	1	0.00%	0.01%	0.04%	Q3 2016	Q3 2023	22
Bedel Financial Consulting, Inc.	22	22	0.06%	0.09%	0.19%	Q1 2018	Q2 2023	22
Versant Capital Management, Inc	15	7	0.00%	0.02%	0.04%	Q2 2016	Q4 2023	22
Pathway Financial Advisors LLC	14	8	0.59%	0.86%	1.19%	Q4 2017	Q3 2023	22
AJ WEALTH STRATEGIES, LLC	21	1	0.03%	0.08%	0.16%	Q4 2017	Q2 2023	22
Financial Engines Advisors L.L.C.	20	2	0.00%	6.65%	13.77%	Q1 2018	Q3 2023	22
KANAWHA CAPITAL MANAGEMENT LLC	22	22	0.03%	0.14%	0.20%	Q2 2018	Q3 2023	22
Madden Advisory Services, Inc.	22	22	0.40%	0.54%	0.76%	Q3 2014	Q4 2019	22
WealthShield Partners, LLC	12	2	0.03%	0.22%	0.48%	Q4 2017	Q3 2023	22
SeaCrest Wealth Management, LLC	13	9	0.03%	0.04%	0.06%	Q4 2017	Q3 2023	22
MACKENZIE FINANCIAL CORP	20	2	0.00%	0.01%	0.02%	Q1 2016	Q3 2023	22
CONDOR CAPITAL MANAGEMENT	17	1	0.04%	0.05%	0.07%	Q4 2013	Q4 2019	22
Towercrest Capital Management	22	22	0.08%	0.10%	0.11%	Q2 2018	Q3 2023	22
STOCK YARDS BANK & TRUST CO	20	1	0.02%	0.09%	0.17%	Q2 2013	Q3 2023	22
LOOMIS SAYLES & CO L P	21	1	0.00%	0.01%	0.03%	Q2 2015	Q3 2023	22
Starfire Investment Advisers, Inc.	22	22	0.45%	2.08%	3.41%	Q1 2015	Q2 2020	22
USCA RIA LLC	22	22	0.04%	0.37%	0.67%	Q1 2016	Q2 2021	22
CALTON & ASSOCIATES, INC.	22	22	0.22%	4.01%	8.03%	Q4 2017	Q1 2023	22
Calamos Wealth Management LLC	21	1	0.04%	0.05%	0.07%	Q4 2014	Q3 2023	22
Brand Asset Management Group, Inc.	22	22	2.23%	3.07%	4.43%	Q2 2018	Q3 2023	22
Summit X, LLC	22	22	0.01%	1.68%	4.50%	Q2 2018	Q3 2023	22
EVERGREEN CAPITAL MANAGEMENT LLC	14	8	0.02%	0.03%	0.05%	Q1 2018	Q3 2023	22
Fiduciary Trust Co International of Pennsylvania	17	1	0.05%	0.15%	0.22%	Q2 2013	Q1 2020	22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	21	21	0.02%	0.03%	0.05%	Q3 2018	Q3 2023	21
SEGALL BRYANT & HAMILL, LLC	14	7	0.06%	0.09%	0.13%	Q2 2018	Q3 2023	21
RNC CAPITAL MANAGEMENT LLC	12	1	0.02%	0.62%	4.24%	Q4 2013	Q2 2023	21
ST GERMAIN D J CO INC	18	3	0.01%	0.03%	0.04%	Q3 2018	Q4 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.02%	0.06%	0.24%	Q3 2018	Q3 2023	21
Essex Financial Services, Inc.	17	1	0.05%	0.13%	0.24%	Q4 2016	Q3 2023	21
ETRADE Capital Management LLC	16	5	0.01%	5.91%	8.90%	Q2 2013	Q3 2020	21
ClearBridge Investments	4	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	21
TEACHERS ADVISORS, LLC	21	21	0.00%	0.06%	0.17%	Q2 2013	Q2 2018	21
Mosaic Financial Partners, Inc.	21	21	0.18%	3.60%	6.72%	Q2 2013	Q2 2018	21
Pinnacle Bancorp, Inc.	20	1	0.07%	0.18%	0.32%	Q1 2017	Q3 2023	21
JAMES INVESTMENT RESEARCH INC	21	21	0.00%	0.15%	0.24%	Q3 2018	Q3 2023	21
Aureus Asset Management, LLC	21	21	0.06%	0.27%	0.34%	Q3 2018	Q3 2023	21
Gratus Capital, LLC	21	21	0.05%	0.08%	0.10%	Q3 2018	Q3 2023	21
CENTAURUS FINANCIAL, INC.	11	3	0.01%	0.03%	0.11%	Q4 2017	Q3 2023	21
Fieldpoint Private Securities, LLC	20	1	0.14%	0.62%	1.35%	Q1 2017	Q2 2022	21
Vivaldi Capital Management LP	21	21	0.13%	0.37%	0.75%	Q3 2018	Q3 2023	21
BigSur Wealth Management LLC	21	21	0.71%	1.09%	1.55%	Q3 2018	Q3 2023	21
Verdence Capital Advisors LLC	20	1	0.06%	0.32%	2.96%	Q4 2017	Q3 2023	21
Krilogy Financial LLC	12	1	0.02%	0.05%	0.13%	Q2 2016	Q1 2023	21
CHURCHILL MANAGEMENT Corp	12	9	0.19%	2.92%	10.26%	Q2 2013	Q3 2023	21
FLPUTNAM INVESTMENT MANAGEMENT CO	12	9	0.02%	0.10%	0.28%	Q1 2018	Q3 2023	21
SALEM INVESTMENT COUNSELORS INC	18	3	0.00%	0.01%	0.02%	Q3 2016	Q3 2023	21
RED CEDAR INVESTMENT MANAGEMENT, LLC	21	21	0.07%	0.70%	1.34%	Q3 2018	Q3 2023	21
Destination Wealth Management	21	21	0.01%	0.02%	0.03%	Q4 2016	Q4 2021	21
Fort Point Capital Partners LLC	13	7	0.12%	0.18%	0.27%	Q4 2013	Q4 2018	20
SRS Capital Advisors, Inc.	10	2	0.01%	1.92%	5.40%	Q4 2016	Q3 2023	20
Farmers & Merchants Trust Co of Long Beach	20	20	0.10%	0.22%	0.36%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.13%	0.32%	0.98%	Q4 2018	Q3 2023	20
Elm Partners Management LLC	20	20	0.03%	0.11%	0.44%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.30%	0.57%	0.79%	Q4 2015	Q3 2020	20
MARSHALL FINANCIAL GROUP INC /ADV	20	20	0.63%	1.24%	2.26%	Q4 2018	Q3 2023	20
FORT PITT CAPITAL GROUP, LLC	20	20	0.01%	0.03%	0.04%	Q4 2018	Q3 2023	20
American Financial Advisors, LLC	20	20	0.19%	0.24%	0.38%	Q4 2018	Q3 2023	20
Meridian Wealth Advisors, LLC	20	20	0.08%	0.13%	0.44%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.18%	0.24%	0.35%	Q4 2018	Q3 2023	20
BRINKER CAPITAL INC	20	20	0.22%	0.36%	0.96%	Q3 2015	Q2 2020	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.03%	0.18%	0.40%	Q2 2013	Q1 2018	20
Archer Investment Corp	20	20	0.10%	0.14%	0.20%	Q4 2018	Q3 2023	20
BBR PARTNERS, LLC	16	4	0.02%	0.13%	0.20%	Q1 2015	Q3 2023	20
Ellevest, Inc.	20	20	0.05%	0.11%	0.18%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	0.24%	0.26%	0.28%	Q4 2018	Q3 2023	20
JSF Financial, LLC	20	20	0.16%	0.31%	0.44%	Q4 2018	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	0.29%	1.04%	2.04%	Q4 2018	Q3 2023	20
Traverso Chambers Private Wealth Management, LLC	20	20	1.31%	1.58%	1.79%	Q4 2018	Q3 2023	20
LEAVELL INVESTMENT MANAGEMENT, INC.	19	1	0.00%	0.03%	0.04%	Q2 2010	Q3 2023	20
Sterling Capital Management LLC	11	9	0.01%	0.02%	0.05%	Q2 2014	Q3 2019	20
Aspire Private Capital, LLC	20	20	0.08%	0.09%	0.11%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.07%	0.14%	0.29%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.52%	1.30%	2.32%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	1.05%	2.05%	3.24%	Q4 2016	Q3 2021	20
Prestige Wealth Management Group LLC	20	20	0.01%	0.09%	0.34%	Q4 2018	Q3 2023	20
Mirador Capital Partners LP	20	20	0.09%	0.12%	0.25%	Q4 2018	Q3 2023	20
IndexIQ Advisors LLC	20	20	0.00%	1.05%	3.07%	Q1 2014	Q4 2018	20
Hillcrest Wealth Advisors - NY, LLC	20	20	2.31%	2.98%	4.02%	Q4 2018	Q3 2023	20
CAMG Solamere Management, LLC	20	20	0.66%	1.54%	4.20%	Q4 2016	Q3 2021	20
Jackson Hole Capital Partners, LLC	20	20	0.01%	0.02%	0.03%	Q4 2018	Q3 2023	20
Lindbrook Capital, LLC	20	20	0.03%	0.87%	2.52%	Q4 2018	Q3 2023	20
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	20	20	0.40%	2.22%	4.70%	Q4 2018	Q3 2023	20
Financial Advisors, LLC	20	20	0.11%	0.16%	0.24%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.19%	0.32%	0.62%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.22%	0.39%	0.70%	Q4 2018	Q3 2023	20
McCarthy Grittinger Financial Group, LLC	20	20	0.04%	0.09%	0.15%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.06%	0.10%	0.21%	Q4 2018	Q3 2023	20
Covenant Partners, LLC	20	20	4.87%	6.23%	12.51%	Q4 2018	Q3 2023	20
Country Club Trust Company, n.a.	9	5	0.04%	0.45%	1.01%	Q2 2014	Q4 2021	20
MONECO Advisors, LLC	20	20	0.20%	0.27%	0.36%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.03%	0.09%	0.44%	Q4 2017	Q3 2022	20
CRA Financial Services, LLC	20	20	0.15%	0.18%	0.23%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.04%	0.09%	0.16%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.06%	0.11%	0.15%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.01%	0.08%	0.27%	Q4 2017	Q4 2022	20
Burt Wealth Advisors	17	3	0.02%	0.03%	0.08%	Q4 2015	Q4 2020	20
Hardy Reed LLC	20	20	0.80%	1.04%	1.50%	Q4 2018	Q3 2023	20
Huntington Steele LLC	20	20	12.15%	15.82%	17.56%	Q2 2013	Q1 2018	20
Baugh & Associates, LLC	11	9	0.15%	0.17%	0.20%	Q4 2017	Q2 2023	20
Cresset Asset Management, LLC	20	20	0.07%	2.45%	5.87%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.11%	0.14%	0.19%	Q2 2016	Q1 2021	20
Alera Investment Advisors, LLC	20	20	7.53%	11.13%	19.83%	Q4 2018	Q3 2023	20
Larson Financial Group LLC	20	20	0.00%	0.22%	0.71%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	20
GIRARD PARTNERS LTD.	18	2	0.02%	0.08%	0.17%	Q4 2016	Q1 2023	20
Vantage Investment Advisors, LLC	20	20	0.08%	0.27%	0.47%	Q4 2013	Q3 2018	20
MGO ONE SEVEN LLC	12	2	0.02%	0.10%	0.21%	Q4 2017	Q3 2023	20
JANICZEK WEALTH MANAGEMENT, LLC	20	20	0.01%	0.02%	0.02%	Q4 2018	Q3 2023	20
Certified Advisory Corp	11	9	0.17%	0.42%	0.92%	Q4 2017	Q1 2023	20
Centerpoint Advisors, LLC	14	6	0.00%	0.01%	0.01%	Q4 2017	Q4 2022	20
Cooper Financial Group	20	20	0.37%	0.60%	0.93%	Q4 2018	Q3 2023	20
Hall Kathryn A.	19	19	0.92%	1.80%	2.91%	Q1 2019	Q3 2023	19
BRIDGES INVESTMENT COUNSEL INC/	19	19	0.12%	0.56%	3.55%	Q2 2013	Q4 2017	19
Western Wealth Management, LLC	11	8	0.05%	0.20%	0.33%	Q4 2018	Q3 2023	19
TSFG, LLC	19	19	0.13%	0.27%	0.45%	Q1 2019	Q3 2023	19
WESTWOOD HOLDINGS GROUP INC	11	1	0.00%	0.29%	0.76%	Q3 2017	Q3 2023	19
Confluence Wealth Management LLC	19	19	0.27%	0.49%	1.14%	Q1 2016	Q3 2020	19
Arden Trust Co	19	19	0.09%	0.29%	0.84%	Q2 2019	Q4 2023	19
TimeScale Financial, Inc.	19	19	0.01%	0.12%	0.59%	Q4 2018	Q2 2023	19
Altium Wealth Management LLC	19	19	0.05%	0.15%	0.49%	Q4 2017	Q2 2022	19
SlateStone Wealth, LLC	19	19	0.50%	0.99%	1.85%	Q1 2019	Q3 2023	19
Summit Trail Advisors, LLC	15	1	0.03%	0.14%	0.36%	Q4 2017	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.08%	0.95%	1.41%	Q2 2013	Q4 2017	19
King Wealth Management Group	19	19	0.05%	0.07%	0.10%	Q1 2019	Q3 2023	19
RWA WEALTH PARTNERS, LLC	14	2	0.01%	0.11%	0.49%	Q1 2018	Q3 2023	19
Ausdal Financial Partners, Inc.	14	5	0.12%	0.65%	2.28%	Q4 2015	Q1 2023	19
Zions Bancorporation, N.A.	19	19	0.16%	0.60%	1.66%	Q1 2019	Q3 2023	19
Bremer Bank National Association	19	19	0.07%	0.08%	0.09%	Q1 2019	Q3 2023	19
Dynamic Advisor Solutions LLC	14	1	0.04%	0.39%	1.34%	Q3 2018	Q3 2023	19
Evensky & Katz LLC	19	19	0.01%	0.07%	0.37%	Q1 2019	Q3 2023	19
WealthBridge Capital Management, LLC	17	2	0.11%	0.14%	0.18%	Q4 2018	Q3 2023	19
BANK OF NOVA SCOTIA	12	3	0.00%	0.18%	1.28%	Q3 2014	Q3 2023	19
Opes Wealth Management LLC	19	19	0.77%	1.49%	2.44%	Q1 2019	Q3 2023	19
Aptus Capital Advisors, LLC	19	19	0.00%	0.02%	0.04%	Q1 2019	Q3 2023	19
PrairieView Partners, LLC	17	2	0.06%	0.09%	0.13%	Q4 2017	Q3 2023	19
GREENLEAF TRUST	13	6	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	0.25%	0.49%	0.77%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.08%	0.84%	1.31%	Q4 2017	Q2 2022	19
Retirement Planning Group, LLC	13	6	0.06%	0.08%	0.14%	Q1 2015	Q4 2019	19
DIAMOND HILL CAPITAL MANAGEMENT INC	6	1	0.00%	0.06%	0.34%	Q4 2013	Q3 2023	19
Bank Pictet & Cie (Europe) AG	19	19	0.19%	0.38%	0.77%	Q3 2018	Q1 2023	19
MONTAG A & ASSOCIATES INC	19	19	0.09%	0.37%	0.63%	Q1 2019	Q3 2023	19
RAND WEALTH, LLC	19	19	0.04%	0.06%	0.08%	Q1 2014	Q3 2018	19
Donald L. Hagan, LLC	19	19	0.21%	4.39%	15.75%	Q4 2014	Q2 2019	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.08%	0.26%	0.59%	Q1 2019	Q3 2023	19
NOMURA ASSET MANAGEMENT CO LTD	7	1	0.00%	0.01%	0.02%	Q4 2016	Q3 2023	19
Beirne Wealth Consulting Services, LLC	19	19	0.64%	6.30%	25.88%	Q1 2019	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.05%	0.51%	0.74%	Q2 2013	Q4 2017	19
Ridgewood Investments LLC	17	2	0.00%	0.36%	0.50%	Q4 2016	Q2 2023	19
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19	19	0.02%	0.43%	1.17%	Q1 2019	Q3 2023	19
MANUFACTURERS LIFE INSURANCE COMPANY, THE	11	2	0.00%	0.02%	0.12%	Q4 2013	Q3 2020	19
Financial Insights, Inc.	18	1	0.28%	0.86%	1.43%	Q4 2018	Q3 2023	19
Schoolcraft Capital LLC	19	19	0.10%	0.13%	0.18%	Q1 2019	Q3 2023	19
Quadrant Private Wealth Management, LLC	15	4	0.15%	0.59%	1.92%	Q4 2018	Q3 2023	19
Freestone Capital Holdings, LLC	13	1	0.00%	0.05%	0.08%	Q4 2016	Q3 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.13%	0.23%	0.54%	Q1 2019	Q3 2023	19
NICOLET ADVISORY SERVICES, LLC	18	18	0.05%	0.07%	0.10%	Q2 2019	Q3 2023	18
B. Riley Wealth Management, Inc.	8	4	0.02%	0.09%	0.14%	Q1 2014	Q2 2022	18
SOLARIS ASSET MANAGEMENT LLC	12	6	0.00%	0.42%	1.85%	Q3 2013	Q3 2018	18
FIRST INTERSTATE BANK	18	18	0.00%	0.29%	0.70%	Q3 2015	Q4 2019	18
FIFTH THIRD SECURITIES, INC.	8	1	0.09%	0.84%	3.37%	Q1 2016	Q3 2023	18
CONFLUENCE INVESTMENT MANAGEMENT LLC	5	1	0.00%	0.03%	0.20%	Q4 2014	Q2 2023	18
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	1	0.00%	0.02%	0.30%	Q4 2018	Q3 2023	18
Next Capital Management LLC	14	4	0.61%	1.16%	1.79%	Q1 2019	Q3 2023	18
DAVENPORT & Co LLC	13	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	18
SVB WEALTH LLC	18	18	0.10%	1.02%	5.96%	Q2 2019	Q3 2023	18
NORRIS PERNE & FRENCH LLP/MI	18	18	0.03%	0.10%	0.41%	Q2 2019	Q3 2023	18
RELIANCE TRUST CO OF DELAWARE	11	7	0.92%	1.29%	2.01%	Q2 2013	Q1 2019	18
WESBANCO BANK INC	11	7	0.02%	0.04%	0.06%	Q1 2019	Q3 2023	18
Tranquility Partners, LLC	18	18	0.30%	0.79%	1.58%	Q2 2019	Q3 2023	18
Rafferty Asset Management, LLC	14	4	0.16%	0.29%	0.51%	Q2 2013	Q2 2022	18
INTEGRATED CAPITAL MANAGEMENT, INC.	18	18	2.26%	8.25%	10.35%	Q4 2018	Q1 2023	18
Alpha Cubed Investments, LLC	8	1	0.01%	0.03%	0.06%	Q1 2017	Q3 2023	18
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	18	18	0.83%	3.31%	6.01%	Q2 2019	Q3 2023	18
COMERICA SECURITIES INC	11	7	0.12%	0.46%	0.66%	Q4 2013	Q4 2018	18
Catamount Wealth Management	18	18	0.01%	0.02%	0.04%	Q4 2014	Q1 2019	18
MBM Wealth Consultants, LLC	18	18	0.01%	0.01%	0.01%	Q4 2018	Q1 2023	18
Sound View Wealth Advisors Group, LLC	18	18	0.15%	0.25%	0.42%	Q2 2019	Q3 2023	18
Carnegie Capital Asset Management, LLC	14	4	0.01%	0.06%	0.15%	Q2 2014	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	2.36%	2.97%	3.44%	Q2 2013	Q3 2017	18
BANK OF HAWAII	10	8	0.01%	0.15%	0.29%	Q3 2014	Q3 2023	18
Jaffetilchin Investment Partners, LLC	13	5	0.03%	0.16%	0.83%	Q1 2017	Q3 2023	18
CAPITAL FUND MANAGEMENT S.A.	5	1	0.00%	0.03%	0.07%	Q1 2017	Q1 2022	18
NATIONAL PLANNING CORP	18	18	0.08%	0.28%	0.82%	Q2 2013	Q3 2017	18
Titus Wealth Management	12	6	0.24%	0.34%	0.49%	Q4 2017	Q2 2022	18
Independence Advisors, LLC	18	18	3.14%	4.53%	6.55%	Q2 2016	Q3 2020	18
Mount Yale Investment Advisors, LLC	9	9	0.02%	0.09%	0.56%	Q1 2018	Q2 2023	18
Financial Sense Advisors, Inc.	15	3	0.09%	3.53%	9.49%	Q4 2015	Q4 2021	18
PRW Wealth Management LLC	16	1	0.16%	1.34%	2.06%	Q4 2018	Q3 2023	18
Global Strategic Investment Solutions, LLC	14	1	0.04%	0.12%	0.16%	Q4 2018	Q3 2023	18
TWIN FOCUS CAPITAL PARTNERS, LLC	10	1	0.27%	0.72%	1.20%	Q2 2013	Q3 2023	17
WEALTHSOURCE PARTNERS, LLC	16	1	0.03%	0.07%	0.10%	Q1 2016	Q4 2022	17
Tolleson Wealth Management, Inc.	17	17	1.02%	1.47%	2.25%	Q3 2019	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.00%	0.21%	0.74%	Q3 2019	Q3 2023	17
CI INVESTMENTS INC.	17	17	0.02%	0.42%	1.42%	Q3 2019	Q3 2023	17
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	17	0.01%	0.02%	0.02%	Q2 2017	Q2 2021	17
WEST PACES ADVISORS INC.	17	17	0.02%	0.19%	0.36%	Q3 2019	Q3 2023	17
DAVIS R M INC	13	4	0.01%	0.01%	0.02%	Q2 2019	Q3 2023	17
Claraphi Advisory Network, LLC	17	17	0.07%	0.16%	0.30%	Q4 2018	Q4 2022	17
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	16	1	0.20%	0.55%	1.44%	Q4 2018	Q3 2023	17
Founders Capital Management	11	6	0.00%	0.13%	0.23%	Q3 2017	Q4 2023	17
WOODMONT INVESTMENT COUNSEL LLC	17	17	0.06%	0.09%	0.13%	Q3 2019	Q3 2023	17
Ferris Capital, LLC	13	1	0.05%	0.11%	0.15%	Q2 2017	Q1 2022	17
RONALD BLUE & CO LLC	17	17	0.04%	0.07%	0.10%	Q2 2013	Q2 2017	17
1st Global Advisors, Inc.	17	17	1.02%	1.57%	1.98%	Q2 2013	Q2 2017	17
Karp Capital Management Corp	14	3	0.02%	0.87%	1.44%	Q4 2014	Q1 2019	17
Stonebridge Capital Advisors LLC	11	1	0.01%	0.02%	0.24%	Q3 2016	Q3 2023	17
Avidian Wealth Solutions, LLC	17	17	0.03%	0.13%	0.52%	Q3 2019	Q3 2023	17
Geneva Advisors, LLC	17	17	0.01%	0.02%	0.04%	Q2 2013	Q2 2017	17
Chesapeake Wealth Management	16	1	0.09%	0.20%	0.29%	Q1 2018	Q3 2022	17
Moors & Cabot, Inc.	14	1	0.02%	0.03%	0.05%	Q4 2016	Q3 2023	17
Alexandria Capital, LLC	12	1	0.00%	0.10%	0.20%	Q2 2013	Q3 2021	17
LONDON CO OF VIRGINIA	9	1	0.00%	0.08%	0.33%	Q2 2016	Q3 2023	17
Granite Investment Partners, LLC	11	6	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	17
Investors Research Corp	15	2	0.00%	0.03%	0.05%	Q1 2019	Q3 2023	17
CKW FINANCIAL GROUP	16	1	0.01%	0.01%	0.04%	Q4 2014	Q3 2023	17
Miracle Mile Advisors, LLC	15	1	0.02%	0.04%	0.13%	Q1 2018	Q3 2023	17
FLOW TRADERS U.S. LLC	5	1	0.02%	0.40%	2.04%	Q2 2014	Q3 2023	17
RPG Investment Advisory, LLC	9	8	0.00%	0.01%	0.01%	Q2 2017	Q3 2021	17
Relative Value Partners Group, LLC	17	17	0.03%	0.65%	1.60%	Q3 2019	Q3 2023	17
CLIFFORD SWAN INVESTMENT COUNSEL LLC	9	1	0.01%	0.01%	0.01%	Q1 2017	Q4 2022	17
PRICE T ROWE ASSOCIATES INC /MD/	13	1	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	17
LIBERTY WEALTH MANAGEMENT LLC	14	3	0.01%	0.11%	0.22%	Q4 2018	Q3 2023	17
Parsec Financial Management, Inc.	17	17	0.01%	0.60%	1.31%	Q1 2019	Q1 2023	17
Perella Weinberg Partners Capital Management LP	8	2	0.86%	6.57%	17.90%	Q2 2015	Q2 2022	17
TOWNSQUARE CAPITAL LLC	13	4	0.01%	0.01%	0.03%	Q2 2019	Q3 2023	17
Comprehensive Financial Management LLC	16	16	0.04%	0.55%	1.16%	Q4 2019	Q3 2023	16
Cedar Mountain Advisors, LLC	16	16	16.91%	18.35%	19.25%	Q4 2019	Q3 2023	16
Corient Capital Partners, LLC	15	1	0.02%	0.07%	0.18%	Q4 2017	Q2 2022	16
Core Wealth Advisors, Inc.	16	16	0.37%	0.88%	3.22%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.01%	0.30%	4.49%	Q3 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	0.18%	0.25%	0.38%	Q4 2019	Q3 2023	16
Relyea Zuckerberg Hanson LLC	16	16	1.04%	3.74%	9.06%	Q4 2019	Q3 2023	16
Key FInancial Inc	16	16	0.32%	0.45%	0.64%	Q4 2019	Q3 2023	16
SIMPLEX TRADING, LLC	3	1	0.00%	0.01%	0.06%	Q2 2015	Q2 2023	16
Keebeck Wealth Management, LLC	16	16	0.05%	0.06%	0.10%	Q4 2019	Q3 2023	16
INVESTMENT CENTERS OF AMERICA INC	15	1	0.18%	0.51%	0.95%	Q3 2013	Q3 2017	16
Concert Wealth Management Inc.	16	16	0.09%	0.23%	0.40%	Q2 2013	Q1 2017	16
AlphaMark Advisors, LLC	16	16	0.00%	0.02%	0.06%	Q2 2018	Q1 2022	16
FSA Wealth Management LLC	16	16	13.50%	18.26%	24.05%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.21%	0.53%	1.30%	Q4 2019	Q3 2023	16
American Institute for Advanced Investment Management, LLP	16	16	2.29%	3.70%	5.16%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	1.02%	1.72%	3.28%	Q4 2019	Q3 2023	16
Partnervest Advisory Services LLC	13	3	0.04%	0.93%	1.23%	Q3 2013	Q4 2018	16
Center for Financial Planning, Inc.	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
WFG Advisors, LP	10	6	0.00%	0.08%	0.37%	Q2 2013	Q2 2017	16
Edgestream Partners, L.P.	5	1	0.02%	0.15%	0.61%	Q2 2014	Q3 2023	16
Halpern Financial, Inc.	16	16	0.32%	0.70%	1.39%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.75%	1.31%	2.99%	Q4 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.11%	0.23%	0.56%	Q4 2019	Q3 2023	16
Timber Hill LLC	7	1	0.00%	0.15%	0.67%	Q3 2014	Q1 2020	16
BOENNING & SCATTERGOOD, INC.	8	2	0.06%	0.09%	0.12%	Q3 2018	Q4 2022	16
Texas Capital Bank Wealth Management Services Inc	16	16	0.08%	0.23%	0.34%	Q4 2019	Q3 2023	16
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	16	16	0.29%	0.45%	1.04%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	2.46%	4.90%	7.36%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.02%	0.05%	0.33%	Q4 2019	Q3 2023	16
Independent Family Office, LLC	16	16	3.76%	5.27%	8.23%	Q4 2019	Q3 2023	16
Whitnell & Co.	15	1	0.00%	0.31%	0.77%	Q4 2014	Q4 2019	16
IAG Wealth Partners, LLC	16	16	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	16
Principle Wealth Partners LLC	12	1	0.02%	0.05%	0.15%	Q2 2019	Q3 2023	16
Cordant, Inc.	16	16	0.03%	0.03%	0.04%	Q4 2019	Q3 2023	16
PRIVATE CAPITAL MANAGEMENT LLC	12	4	0.12%	0.19%	0.32%	Q1 2019	Q3 2023	16
CX Institutional	14	1	0.00%	0.55%	1.14%	Q4 2018	Q3 2023	16
USAdvisors Wealth Management, LLC	16	16	0.05%	0.16%	0.20%	Q4 2019	Q3 2023	16
MADISON INVESTMENT HOLDINGS INC	16	16	0.01%	0.01%	0.02%	Q4 2015	Q3 2019	16
IEQ CAPITAL, LLC	16	16	0.06%	0.10%	0.28%	Q4 2019	Q3 2023	16
Prime Capital Investment Advisors, LLC	15	1	0.00%	0.03%	0.06%	Q4 2018	Q3 2023	16
EAGLE CAPITAL MANAGEMENT LLC	3	1	0.00%	0.03%	0.16%	Q4 2013	Q3 2023	16
PRINCIPAL FINANCIAL GROUP INC	14	1	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	16
Harborview Advisors, LLC	16	16	0.54%	0.67%	0.91%	Q4 2017	Q3 2021	16
180 WEALTH ADVISORS, LLC	6	1	0.05%	0.07%	0.13%	Q4 2017	Q3 2023	16
Oldfather Financial Services, LLC	16	16	2.02%	2.67%	3.53%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.21%	0.25%	0.43%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.10%	0.13%	0.24%	Q4 2019	Q3 2023	16
Gryphon Financial Partners LLC	9	3	0.06%	0.22%	0.46%	Q4 2017	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.38%	0.45%	0.70%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	3.87%	4.36%	4.96%	Q2 2013	Q1 2017	16
Snowden Capital Advisors LLC	8	1	0.01%	0.10%	0.31%	Q4 2016	Q3 2023	16
Kovack Advisors, Inc.	6	1	0.02%	0.21%	1.54%	Q4 2012	Q3 2023	16
UBP Investment Advisors SA	16	16	0.17%	0.33%	0.58%	Q4 2017	Q3 2021	16
EPG Wealth Management LLC	16	16	0.90%	1.36%	2.89%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.14%	0.22%	0.29%	Q4 2019	Q3 2023	16
WoodTrust Financial Corp	16	16	0.10%	0.13%	0.18%	Q4 2017	Q3 2021	16
MITCHELL CAPITAL MANAGEMENT CO	16	16	0.14%	0.28%	0.43%	Q4 2019	Q3 2023	16
True North Advisors, LLC	16	16	0.26%	0.39%	0.58%	Q4 2019	Q3 2023	16
Affiance Financial, LLC	16	16	0.04%	4.09%	12.51%	Q4 2019	Q3 2023	16
Belpointe Asset Management LLC	14	2	0.02%	0.03%	0.04%	Q3 2018	Q1 2023	16
Private Vista, LLC	8	2	0.54%	0.82%	1.69%	Q4 2015	Q2 2020	16
Berman Capital Advisors, LLC	16	16	0.00%	0.20%	0.42%	Q4 2017	Q3 2021	16
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	10	2	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	16
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	16	16	0.28%	1.00%	1.35%	Q3 2015	Q2 2019	16
Wealthspire Advisors, LLC	15	1	0.08%	0.27%	0.40%	Q4 2018	Q3 2023	16
STEPH & CO	16	16	0.68%	0.81%	1.11%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	3.13%	3.71%	7.19%	Q4 2019	Q3 2023	16
Regent Peak Wealth Advisors LLC	16	16	0.20%	0.25%	0.30%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.03%	0.07%	0.16%	Q4 2019	Q3 2023	16
Stratos Wealth Advisors, LLC	11	1	0.02%	0.23%	0.49%	Q4 2018	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.11%	0.27%	0.44%	Q4 2019	Q3 2023	16
CERTUITY, LLC	16	16	1.18%	2.03%	3.15%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.02%	0.13%	0.15%	Q4 2019	Q3 2023	16
Secure Asset Management, LLC	16	16	0.08%	0.20%	0.36%	Q4 2019	Q3 2023	16
CAPITAL INSIGHT PARTNERS, LLC	16	16	0.10%	0.15%	0.29%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.03%	0.04%	0.06%	Q4 2019	Q3 2023	16
CFM WEALTH PARTNERS LLC	16	16	0.35%	0.62%	1.00%	Q4 2019	Q3 2023	16
Adero Partners, LLC	16	16	0.14%	0.56%	1.72%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	1.12%	1.49%	2.22%	Q4 2019	Q3 2023	16
Cribstone Capital Management, LLC	16	16	0.04%	0.06%	0.07%	Q2 2016	Q1 2020	16
Sunburst Financial Group, LLC	16	16	2.06%	3.29%	4.58%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	16
GUARDIAN LIFE INSURANCE CO OF AMERICA	10	5	0.84%	8.94%	17.41%	Q1 2016	Q4 2019	15
ATWOOD & PALMER INC	5	1	0.00%	0.01%	0.06%	Q2 2014	Q3 2023	15
SENTINEL ASSET MANAGEMENT, INC.	15	15	0.29%	7.05%	34.50%	Q4 2014	Q2 2018	15
Retirement Group, LLC	14	1	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	15
RMR Wealth Builders	14	1	2.82%	5.19%	9.44%	Q4 2019	Q3 2023	15
BRR OpCo, LLC	8	1	0.03%	0.04%	0.06%	Q4 2017	Q3 2022	15
CVA Family Office, LLC	15	15	0.22%	0.30%	0.47%	Q1 2020	Q3 2023	15
Avion Wealth	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
Your Advocates Ltd., LLP	15	15	0.00%	0.01%	0.02%	Q1 2020	Q3 2023	15
Cornerstone Wealth Group, LLC	15	15	0.04%	0.31%	2.14%	Q1 2020	Q3 2023	15
NTV ASSET MANAGEMENT LLC	15	15	0.08%	0.24%	0.42%	Q1 2020	Q3 2023	15
Winslow, Evans & Crocker, Inc.	15	15	0.01%	0.02%	0.03%	Q4 2013	Q2 2017	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.22%	0.41%	0.57%	Q1 2017	Q3 2020	15
MSI Financial Services Inc	15	15	0.23%	0.40%	0.59%	Q2 2013	Q4 2016	15
Paragon Capital Management Ltd	15	15	0.16%	0.33%	0.73%	Q1 2020	Q3 2023	15
ARGI Investment Services, LLC	15	15	0.02%	0.02%	0.03%	Q2 2019	Q4 2022	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.07%	0.11%	0.18%	Q1 2020	Q3 2023	15
SCHNIEDERS CAPITAL MANAGEMENT LLC	12	3	0.10%	0.15%	0.20%	Q2 2019	Q3 2023	15
Watchman Group, Inc.	15	15	0.21%	0.75%	1.24%	Q1 2020	Q3 2023	15
Graypoint LLC	15	15	0.55%	1.45%	2.15%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.19%	0.25%	0.34%	Q2 2016	Q4 2019	15
Realta Investment Advisors	9	2	0.01%	0.40%	0.75%	Q1 2019	Q3 2023	15
Oliver Luxxe Assets LLC	12	3	0.12%	0.17%	0.23%	Q4 2017	Q3 2023	15
Lee Financial Co	12	3	0.00%	0.04%	0.10%	Q1 2018	Q3 2023	15
HHM Wealth Advisors, LLC	15	15	0.00%	0.02%	0.03%	Q1 2020	Q3 2023	15
Fusion Family Wealth LLC	10	5	0.01%	0.03%	0.26%	Q4 2016	Q1 2021	15
Aprio Wealth Management, LLC	10	5	0.69%	1.40%	4.20%	Q4 2019	Q3 2023	15
LS Investment Advisors, LLC	14	1	0.00%	0.01%	0.01%	Q4 2013	Q3 2020	15
VALLEY WEALTH MANAGERS, INC.	13	2	0.02%	0.06%	0.18%	Q2 2019	Q1 2023	15
KANALY TRUST CO	15	15	1.12%	5.39%	7.20%	Q2 2013	Q4 2016	15
Astoria Strategic Wealth, Inc.	15	15	2.08%	2.40%	3.57%	Q1 2020	Q3 2023	15
RFG Advisory, LLC	12	1	0.04%	0.11%	0.39%	Q2 2015	Q3 2023	15
Live Oak Private Wealth LLC	14	1	0.12%	0.14%	0.22%	Q4 2019	Q3 2023	15
BlackRock Institutional Trust Company, N.A.	15	15	0.00%	0.01%	0.03%	Q2 2013	Q4 2016	15
AdvicePeriod, LLC	15	15	0.26%	0.33%	0.44%	Q4 2017	Q2 2021	15
BlackRock Investment Management, LLC	15	15	0.03%	0.12%	0.34%	Q2 2013	Q4 2016	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.00%	0.20%	0.76%	Q4 2019	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	2.20%	2.75%	3.41%	Q4 2019	Q3 2023	15
LAKE STREET ADVISORS GROUP, LLC	10	1	0.02%	0.05%	0.17%	Q4 2017	Q2 2022	15
MAIRS & POWER INC	15	15	0.01%	0.01%	0.01%	Q4 2015	Q2 2019	15
Wellspring Financial Advisors, LLC	15	15	0.95%	1.12%	1.22%	Q1 2020	Q3 2023	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	0.46%	1.03%	3.58%	Q4 2019	Q3 2023	15
BT Wealth Management LLC	15	15	0.38%	0.70%	1.16%	Q4 2018	Q2 2022	15
Hanson & Doremus Investment Management	15	15	0.85%	0.96%	1.20%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.19%	0.26%	0.31%	Q1 2020	Q3 2023	15
Sicart Associates LLC	12	2	0.09%	0.11%	0.15%	Q2 2018	Q3 2023	14
Lehman & Derafelo Financial Resources LLC	12	2	0.00%	0.01%	0.02%	Q4 2018	Q3 2022	14
Gerstein Fisher	14	14	0.08%	0.54%	1.48%	Q2 2013	Q3 2016	14
BUCKHEAD CAPITAL MANAGEMENT LLC	14	14	0.11%	0.14%	0.19%	Q2 2020	Q3 2023	14
Betterment LLC	6	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	14
HRT FINANCIAL LP	5	2	0.00%	0.13%	0.86%	Q2 2016	Q3 2023	14
Cypress Wealth Services, LLC	14	14	0.19%	0.34%	0.45%	Q4 2017	Q1 2021	14
RGT Wealth Advisors, LLC	9	5	0.07%	0.45%	1.00%	Q3 2016	Q3 2022	14
Sunflower Bank, N.A.	14	14	0.10%	0.32%	0.82%	Q2 2020	Q3 2023	14
Darwin Wealth Management, LLC	12	2	0.05%	0.21%	0.42%	Q4 2019	Q3 2023	14
Wells Trecaso Financial Group, LLC	14	14	0.14%	0.15%	0.17%	Q2 2020	Q3 2023	14
CAPE COD FIVE CENTS SAVINGS BANK	13	1	0.01%	0.06%	0.07%	Q1 2017	Q3 2023	14
HOURGLASS CAPITAL, LLC	11	1	0.08%	0.26%	1.34%	Q4 2017	Q3 2023	14
FEDERATED HERMES, INC.	6	1	0.00%	0.03%	0.10%	Q4 2014	Q4 2022	14
Hanlon Investment Management, Inc.	10	4	0.02%	0.12%	0.47%	Q4 2014	Q4 2019	14
Proficio Capital Partners LLC	14	14	0.05%	0.07%	0.12%	Q1 2016	Q2 2019	14
EDMOND DE ROTHSCHILD HOLDING S.A.	14	14	0.00%	0.04%	0.26%	Q2 2020	Q3 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.02%	0.08%	0.51%	Q2 2013	Q3 2016	14
StoneX Group Inc.	6	3	0.07%	1.46%	6.02%	Q3 2017	Q3 2023	14
Visionary Wealth Advisors	13	1	0.05%	0.85%	1.19%	Q4 2019	Q3 2023	14
Berkeley Capital Partners, LLC	10	1	0.08%	0.42%	0.76%	Q4 2015	Q3 2023	14
KORNITZER CAPITAL MANAGEMENT INC /KS	13	1	0.00%	0.03%	0.03%	Q2 2014	Q3 2023	14
Parasol Investment Management, LLC	14	14	1.89%	5.26%	6.79%	Q4 2013	Q1 2017	14
ASSET MANAGEMENT CORP /IL/ /ADV	14	14	0.14%	0.18%	0.25%	Q4 2019	Q1 2023	14
Apollon Wealth Management, LLC	12	1	0.03%	0.08%	0.13%	Q2 2019	Q3 2023	14
Advisory Resource Group	8	6	0.28%	0.88%	1.06%	Q3 2019	Q3 2023	14
CASTLEARK MANAGEMENT LLC	14	14	0.05%	0.69%	2.14%	Q2 2020	Q3 2023	14
UBS ASSET MANAGEMENT AMERICAS INC	14	14	0.01%	0.04%	0.10%	Q4 2016	Q1 2020	14
Southern Wealth Management, LLP	14	14	0.11%	1.09%	3.33%	Q4 2019	Q1 2023	14
S.E.E.D. Planning Group LLC	14	14	0.09%	0.17%	0.28%	Q2 2020	Q3 2023	14
JFB Holdings Corp	14	14	0.08%	0.22%	0.67%	Q2 2013	Q3 2016	14
Monument Capital Management	14	14	0.08%	0.35%	1.09%	Q2 2020	Q3 2023	14
GREATMARK INVESTMENT PARTNERS, INC.	7	2	0.03%	0.09%	0.18%	Q2 2013	Q2 2023	14
Bell Rock Capital LLC	13	1	0.03%	0.06%	0.28%	Q4 2016	Q2 2022	14
Tower View Wealth Management LLC	11	3	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	14
C M BIDWELL & ASSOCIATES LTD	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
Chicago Wealth Management, Inc.	14	14	0.31%	3.09%	5.29%	Q2 2020	Q3 2023	14
Bridgeworth, LLC	6	1	0.02%	0.08%	0.16%	Q2 2018	Q3 2023	14
PFG Advisors	5	4	0.03%	0.04%	0.07%	Q1 2019	Q3 2023	14
Hilltop Holdings Inc.	14	14	0.05%	0.15%	0.72%	Q2 2020	Q3 2023	14
Plancorp, LLC	8	6	0.01%	0.09%	0.19%	Q3 2018	Q3 2023	14
Bray Capital Advisors	12	2	0.02%	0.04%	0.04%	Q2 2015	Q4 2020	14
Royal Fund Management, LLC	14	14	0.02%	0.16%	0.44%	Q4 2016	Q1 2020	14
Pinnacle Wealth Management Advisory Group, LLC	14	14	0.08%	0.13%	0.20%	Q2 2020	Q3 2023	14
Venturi Wealth Management, LLC	11	3	0.01%	0.04%	0.12%	Q3 2017	Q3 2023	14
Capital Investment Counsel, Inc	11	1	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	14
CWA Asset Management Group, LLC	11	3	0.04%	0.08%	0.11%	Q2 2019	Q3 2023	14
Eldridge Investment Advisors, Inc.	14	14	0.12%	0.48%	0.67%	Q2 2020	Q3 2023	14
BRAVE ASSET MANAGEMENT INC	12	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2017	14
Jefferies Group LLC	8	1	0.00%	0.03%	0.06%	Q2 2015	Q3 2022	14
AJO, LP	7	1	0.00%	0.01%	0.05%	Q2 2014	Q2 2020	14
Institute for Wealth Management, LLC.	12	1	0.01%	0.09%	0.13%	Q2 2013	Q3 2023	14
PDS Planning, Inc	14	14	0.03%	0.06%	0.11%	Q2 2020	Q3 2023	14
Kore Private Wealth LLC	7	6	0.03%	0.14%	0.51%	Q4 2018	Q2 2022	13
Paracle Advisors, LLC	8	5	0.11%	0.17%	0.19%	Q4 2017	Q1 2021	13
Itau Unibanco Holding S.A.	10	3	0.00%	0.30%	0.94%	Q3 2016	Q4 2022	13
Zions Bancorporation	13	13	0.99%	2.58%	3.19%	Q1 2015	Q1 2018	13
Oxler Private Wealth LLC	12	12	0.02%	0.20%	0.24%	Q4 2020	Q3 2023	13
FIRST COMMONWEALTH FINANCIAL CORP /PA/	7	6	0.09%	0.22%	0.34%	Q3 2018	Q3 2023	13
TRADITION CAPITAL MANAGEMENT LLC	13	13	0.14%	0.15%	0.16%	Q1 2016	Q1 2019	13
Kestra Advisory Services, LLC	13	13	0.26%	0.40%	0.55%	Q3 2020	Q3 2023	13
Independent Advisor Alliance	7	1	0.00%	0.10%	0.87%	Q1 2017	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.04%	0.05%	0.06%	Q3 2020	Q3 2023	13
Horrell Capital Management, Inc.	11	1	0.02%	0.13%	0.23%	Q2 2013	Q2 2018	13
NORTHPOINTE CAPITAL LLC	13	13	0.00%	0.01%	0.05%	Q3 2014	Q3 2017	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.24%	0.70%	0.90%	Q4 2018	Q4 2021	13
PEDDOCK CAPITAL ADVISORS, LLC	11	1	0.07%	0.08%	0.08%	Q3 2016	Q4 2020	13
Venture Visionary Partners LLC	13	13	0.02%	0.04%	0.06%	Q3 2020	Q3 2023	13
NORTHWEST WEALTH MANAGEMENT, LLC	8	5	0.01%	0.09%	0.25%	Q1 2018	Q3 2023	13
BAILARD, INC.	13	13	0.02%	0.03%	0.04%	Q3 2020	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.01%	0.08%	0.17%	Q3 2020	Q3 2023	13
SteelPeak Wealth, LLC	11	2	0.01%	0.03%	0.03%	Q2 2020	Q3 2023	13
Highwater Wealth Management, LLC	13	13	3.45%	5.91%	11.10%	Q3 2016	Q3 2019	13
Founders Financial Alliance, LLC	13	13	0.91%	1.05%	1.17%	Q3 2020	Q3 2023	13
COZAD ASSET MANAGEMENT INC	13	13	0.04%	0.04%	0.04%	Q3 2020	Q3 2023	13
Ironwood Financial, llc	12	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2021	13
MANCHESTER FINANCIAL INC	5	4	0.00%	0.05%	0.09%	Q1 2020	Q3 2023	13
ZEKE CAPITAL ADVISORS, LLC	13	13	0.02%	0.04%	0.11%	Q2 2016	Q2 2019	13
Accuvest Global Advisors	9	1	0.19%	2.54%	5.78%	Q2 2014	Q4 2022	13
Baron Financial Group, LLC	13	13	1.44%	1.75%	2.26%	Q3 2020	Q3 2023	13
Tactical Allocation Group LLC	13	13	1.62%	8.79%	16.34%	Q2 2013	Q2 2016	13
GREENWOOD CAPITAL ASSOCIATES LLC	9	4	0.06%	0.53%	0.90%	Q3 2013	Q3 2018	13
MADISON WEALTH MANAGEMENT	12	1	0.06%	0.06%	0.07%	Q4 2019	Q3 2023	13
Stegner Investment Associates Inc.	13	13	2.53%	2.98%	3.71%	Q3 2020	Q3 2023	13
KWMG, LLC	9	4	0.01%	0.11%	0.19%	Q4 2014	Q1 2019	13
Advisors Preferred, LLC	8	1	1.82%	4.45%	6.86%	Q4 2015	Q3 2023	13
SVA Wealth Management, LLC	10	1	0.02%	0.04%	0.06%	Q1 2015	Q1 2019	13
Global Financial Private Capital, Inc	13	13	0.00%	0.07%	0.22%	Q1 2017	Q1 2020	13
ELEMENT POINTE ADVISORS, LLC	13	13	0.13%	0.34%	0.55%	Q3 2020	Q3 2023	13
Selective Wealth Management, Inc.	13	13	0.04%	0.08%	0.12%	Q3 2019	Q3 2022	13
KING LUTHER CAPITAL MANAGEMENT CORP	13	13	0.00%	0.00%	0.00%	Q1 2019	Q1 2022	13
Fairhaven Wealth Management, LLC	11	2	0.28%	0.36%	0.42%	Q2 2020	Q3 2023	13
UNITED SERVICES AUTOMOBILE ASSOCIATION	8	5	0.01%	0.49%	0.90%	Q2 2013	Q3 2017	13
Balentine LLC	6	1	0.00%	15.12%	62.88%	Q3 2016	Q3 2023	13
Andesa Financial Management Inc.	8	1	0.10%	0.50%	1.70%	Q4 2017	Q3 2022	13
Investors Capital Advisory Services	13	13	0.11%	0.19%	0.31%	Q2 2013	Q2 2016	13
Resource Management, LLC	13	13	0.36%	1.18%	2.41%	Q4 2018	Q4 2021	13
Walkner Condon Financial Advisors LLC	13	13	0.08%	0.12%	0.21%	Q3 2020	Q3 2023	13
Independence Wealth Advisors, Inc.	13	13	4.51%	6.78%	13.64%	Q4 2017	Q4 2020	13
CIBC WORLD MARKET INC.	12	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.15%	0.31%	0.53%	Q2 2013	Q2 2016	13
Nationwide Fund Advisors	4	3	0.01%	0.01%	0.02%	Q3 2013	Q3 2017	13
Peachtree Investment Partners, LLC	7	6	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	13
Pflug Koory, LLC	13	13	0.02%	0.02%	0.02%	Q4 2016	Q4 2019	13
Tradewinds Capital Management, LLC	10	1	0.00%	0.00%	0.03%	Q2 2015	Q1 2022	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.07%	0.14%	0.44%	Q3 2020	Q3 2023	13
Strategic Blueprint, LLC	12	1	0.06%	0.14%	0.24%	Q3 2019	Q3 2023	13
Virtu Financial LLC	4	1	0.01%	0.84%	6.34%	Q2 2013	Q4 2019	13
DUNCKER STREETT & CO INC	13	13	0.02%	0.02%	0.02%	Q1 2014	Q1 2017	13
Columbia Trust Co 01012016	12	12	0.14%	0.31%	1.84%	Q4 2020	Q3 2023	12
SEIZERT CAPITAL PARTNERS, LLC	6	1	0.01%	0.09%	0.31%	Q4 2015	Q4 2022	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.51%	0.97%	1.36%	Q4 2015	Q3 2018	12
Cordasco Financial Network	6	1	0.00%	0.07%	0.19%	Q4 2018	Q2 2022	12
FIRST MERCANTILE TRUST CO	7	1	0.02%	0.05%	0.09%	Q2 2018	Q3 2021	12
VESTOR CAPITAL, LLC	4	1	0.01%	0.01%	0.04%	Q2 2017	Q3 2023	12
TFO Wealth Partners, LLC	12	12	0.00%	0.24%	0.34%	Q4 2020	Q3 2023	12
TrueWealth Advisors, LLC	12	12	0.20%	0.23%	0.31%	Q4 2020	Q3 2023	12
Stockman Wealth Management, Inc.	12	12	0.06%	0.06%	0.07%	Q4 2020	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.06%	0.06%	0.07%	Q4 2020	Q3 2023	12
MILLER HOWARD INVESTMENTS INC /NY	6	1	0.01%	0.06%	0.34%	Q4 2016	Q3 2023	12
Benchmark Financial Wealth Advisors, LLC	12	12	0.25%	0.27%	0.31%	Q4 2020	Q3 2023	12
PROFFITT & GOODSON INC	12	12	0.00%	0.03%	0.03%	Q2 2020	Q1 2023	12
True Link Financial Advisors, LLC	12	12	0.01%	0.03%	0.04%	Q4 2020	Q3 2023	12
Newport Wealth Strategies, Inc.	9	3	0.24%	0.40%	0.68%	Q4 2017	Q3 2021	12
Carnick & Kubik, LLC	12	12	0.43%	3.15%	5.14%	Q2 2013	Q1 2016	12
HT Partners LLC	12	12	0.10%	0.12%	0.14%	Q4 2020	Q3 2023	12
Pacifica Partners Inc.	12	12	0.09%	0.13%	0.18%	Q1 2021	Q4 2023	12
Evergreen Advisors, LLC	12	12	0.17%	0.28%	0.56%	Q4 2020	Q3 2023	12
Wakefield Asset Management LLLP	12	12	1.12%	1.57%	1.87%	Q4 2020	Q3 2023	12
Iron Horse Wealth Management, LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Hemington Wealth Management	12	12	0.23%	0.25%	0.30%	Q4 2020	Q3 2023	12
Joseph P. Lucia & Associates, LLC	6	2	0.01%	0.02%	0.04%	Q1 2019	Q2 2022	12
UBS AG	6	6	0.00%	0.11%	0.22%	Q2 2013	Q3 2014	12
Main Street Financial Solutions, LLC	12	12	0.06%	0.11%	0.18%	Q4 2020	Q3 2023	12
MARK SHEPTOFF FINANCIAL PLANNING, LLC	12	12	0.02%	0.02%	0.02%	Q4 2016	Q3 2019	12
Hoese & Co LLP	12	12	0.81%	0.94%	1.08%	Q1 2021	Q4 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.05%	0.06%	0.06%	Q4 2020	Q3 2023	12
LYRICAL ASSET MANAGEMENT LP	5	1	0.01%	0.26%	1.83%	Q3 2018	Q3 2023	12
Invesco Ltd.	3	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2022	12
Magnus Financial Group LLC	12	12	0.08%	1.01%	1.42%	Q4 2020	Q3 2023	12
Waterfront Wealth Inc.	12	12	0.16%	0.21%	0.32%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	0.59%	1.57%	3.21%	Q4 2020	Q3 2023	12
Newton One Investments LLC	12	12	5.10%	6.47%	7.92%	Q4 2020	Q3 2023	12
Wagner Wealth Management, LLC	8	4	0.00%	0.04%	0.08%	Q4 2017	Q3 2022	12
Charter Oak Capital Management, LLC	12	12	0.03%	0.05%	0.08%	Q4 2020	Q3 2023	12
RAINEY & RANDALL INVESTMENT MANAGEMENT INC.	12	12	0.07%	0.10%	0.15%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.09%	0.13%	0.16%	Q4 2020	Q3 2023	12
Spotlight Asset Group, Inc.	8	1	0.13%	0.24%	0.40%	Q4 2019	Q3 2023	12
GREENWOOD GEARHART INC	12	12	0.03%	0.05%	0.12%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.13%	1.67%	2.70%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.67%	0.93%	1.41%	Q4 2020	Q3 2023	12
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	12	12	0.00%	0.00%	0.01%	Q4 2017	Q3 2020	12
AAF Wealth Management, LLC	12	12	0.26%	0.30%	0.38%	Q4 2020	Q3 2023	12
SITTNER & NELSON, LLC	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
ShoreHaven Wealth Partners, LLC	12	12	0.20%	2.74%	5.62%	Q4 2020	Q3 2023	12
Ironwood Investment Counsel, LLC	11	1	0.08%	0.48%	0.61%	Q4 2019	Q3 2023	12
MCDONALD PARTNERS LLC	12	12	0.04%	0.19%	0.40%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.69%	0.78%	0.87%	Q4 2020	Q3 2023	12
Wealth Management Partners, LLC	12	12	0.17%	0.25%	0.32%	Q4 2020	Q3 2023	12
Bond & Devick Financial Network, Inc.	12	12	1.03%	1.11%	1.28%	Q4 2020	Q3 2023	12
Bridge Advisory, LLC	12	12	0.09%	0.83%	8.62%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	0.20%	0.22%	0.24%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	12
Engrave Wealth Partners LLC	12	12	0.10%	0.39%	1.08%	Q4 2019	Q3 2022	12
Eidelman Virant Capital	9	3	0.09%	0.27%	1.48%	Q4 2014	Q3 2022	12
S&T BANK/PA	8	4	0.04%	0.04%	0.05%	Q3 2020	Q3 2023	12
Oder Investment Management, LLC	12	12	0.35%	0.46%	0.60%	Q4 2020	Q3 2023	12
Alta Wealth Advisors LLC	12	12	2.48%	2.83%	3.46%	Q4 2020	Q3 2023	12
LAKE STREET PRIVATE WEALTH, LLC	12	12	0.10%	0.11%	0.12%	Q4 2020	Q3 2023	12
Hoxton Financial, Inc.	12	12	0.04%	0.06%	0.08%	Q2 2013	Q1 2016	12
YHB Investment Advisors, Inc.	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Brown Financial Advisory	12	12	0.80%	0.93%	1.06%	Q4 2020	Q3 2023	12
Legacy Wealth Planning, LLC	12	12	1.09%	1.28%	1.57%	Q4 2019	Q3 2022	12
Members Trust Co	10	2	0.02%	0.06%	0.07%	Q2 2020	Q3 2023	12
Renasant Bank	12	12	0.55%	1.13%	1.56%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.16%	0.21%	0.25%	Q4 2018	Q3 2021	12
DB Wealth Management Group, LLC	12	12	0.44%	0.75%	1.29%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.03%	0.14%	1.25%	Q2 2013	Q1 2016	12
J.W. COLE ADVISORS, INC.	8	4	0.02%	0.22%	0.35%	Q3 2020	Q3 2023	12
Jordan Park Group LLC	5	3	0.02%	0.06%	0.10%	Q4 2017	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.04%	0.07%	0.26%	Q4 2020	Q3 2023	12
Elk River Wealth Management, LLC	12	12	0.07%	0.13%	0.25%	Q4 2020	Q3 2023	12
Echo Wealth Management, LLC	12	12	0.52%	1.09%	1.57%	Q4 2020	Q3 2023	12
Mission Creek Capital Partners, Inc.	12	12	0.04%	0.08%	0.11%	Q2 2020	Q1 2023	12
OAK FAMILY ADVISORS, LLC	12	12	0.12%	0.18%	0.30%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.16%	0.25%	0.35%	Q4 2020	Q3 2023	12
Willis Johnson & Associates, Inc.	12	12	1.11%	1.75%	2.33%	Q4 2020	Q3 2023	12
LVW Advisors, LLC	5	1	0.04%	0.06%	0.11%	Q1 2019	Q3 2023	12
Chesley Taft & Associates LLC	12	12	0.01%	0.05%	0.08%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	5.77%	6.72%	7.40%	Q4 2019	Q3 2023	12
Fullen Financial Group	12	12	1.12%	1.35%	1.48%	Q2 2020	Q1 2023	12
Game Plan Financial Advisors, LLC	10	2	1.43%	1.80%	2.91%	Q4 2019	Q4 2022	12
Aberdeen Wealth Management LLC	8	1	0.02%	0.02%	0.02%	Q4 2019	Q3 2023	12
Insight Wealth Strategies, LLC	6	1	0.03%	0.07%	0.14%	Q1 2019	Q2 2023	12
Columbia Asset Management	6	6	0.05%	0.07%	0.09%	Q3 2020	Q3 2023	12
Bordeaux Wealth Advisors LLC	12	12	0.23%	0.36%	0.47%	Q4 2020	Q3 2023	12
Sepio Capital, LP	11	1	0.18%	0.60%	2.47%	Q2 2019	Q3 2023	12
1900 WEALTH MANAGEMENT LLC	12	12	0.31%	0.63%	0.70%	Q4 2020	Q3 2023	12
MTM Investment Management, LLC	12	12	0.07%	0.08%	0.08%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	0.35%	0.54%	0.69%	Q4 2020	Q3 2023	12
Corbenic Partners LLC	10	1	0.01%	0.03%	0.08%	Q3 2013	Q4 2021	12
Essex Savings Bank	12	12	0.12%	0.14%	0.16%	Q4 2020	Q3 2023	12
CARY STREET PARTNERS ASSET MANAGEMENT LLC	11	11	0.11%	0.17%	0.27%	Q1 2021	Q3 2023	11
HMS Capital Management, LLC	11	11	2.43%	5.18%	5.88%	Q1 2021	Q3 2023	11
H&H Retirement Design & Management INC	8	3	0.92%	2.16%	4.29%	Q1 2020	Q4 2022	11
RIVERNORTH CAPITAL MANAGEMENT, LLC	10	1	0.03%	0.11%	0.19%	Q2 2013	Q1 2016	11
TRUEWEALTH LLC	11	11	2.31%	3.27%	4.14%	Q4 2017	Q2 2020	11
Marcum Wealth, LLC	11	11	0.11%	0.20%	0.34%	Q1 2021	Q3 2023	11
Strategic Wealth Management Group, LLC	11	11	0.07%	0.74%	1.20%	Q4 2018	Q2 2021	11
Symetra Life Insurance Co	11	11	27.58%	32.34%	37.82%	Q4 2015	Q2 2018	11
Cable Hill Partners, LLC	10	1	0.00%	0.05%	0.14%	Q4 2015	Q1 2019	11
BKS ADVISORS, LLC	11	11	0.08%	0.10%	0.12%	Q3 2016	Q1 2019	11
Shepherd Financial Partners LLC	11	11	0.05%	0.06%	0.09%	Q1 2017	Q3 2019	11
Barrett Asset Management, LLC	5	1	0.00%	0.00%	0.01%	Q1 2014	Q4 2021	11
Spire Wealth Management	11	11	0.09%	0.12%	0.17%	Q1 2021	Q3 2023	11
Avestar Capital, LLC	11	11	0.02%	1.34%	3.45%	Q4 2017	Q2 2020	11
NORTHSTAR WEALTH PARTNERS LLC	11	11	0.21%	0.30%	0.38%	Q1 2018	Q3 2020	11
Johnson Bixby & Associates, LLC	11	11	0.58%	3.28%	5.40%	Q1 2021	Q3 2023	11
TRUST DEPARTMENT MB FINANCIAL BANK N A	9	1	0.00%	0.00%	0.00%	Q3 2014	Q1 2019	11
Piscataqua Savings Bank	11	11	0.03%	0.04%	0.05%	Q1 2021	Q3 2023	11
Farmers National Bank	9	2	0.04%	0.09%	0.12%	Q2 2016	Q2 2019	11
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	11	11	0.01%	0.02%	0.04%	Q3 2020	Q1 2023	11
Hoover Financial Advisors, Inc.	11	11	0.14%	0.35%	0.62%	Q4 2018	Q2 2021	11
McClarren Financial Advisors, Inc.	6	5	0.24%	0.28%	0.32%	Q4 2020	Q3 2023	11
Granger Management LLC	11	11	7.10%	12.55%	17.30%	Q1 2021	Q3 2023	11
Sage Mountain Advisors LLC	11	11	0.02%	0.04%	0.08%	Q1 2021	Q3 2023	11
Kelman-Lazarov, Inc.	11	11	0.14%	0.15%	0.18%	Q1 2016	Q3 2018	11
FormulaFolio Investments, LLC	5	1	0.01%	0.02%	0.04%	Q2 2016	Q4 2020	11
Kovitz Investment Group, LLC	11	11	0.01%	0.02%	0.02%	Q2 2013	Q4 2015	11
Matisse Capital	7	4	0.08%	0.25%	0.43%	Q4 2020	Q3 2023	11
New England Professional Planning Group Inc.	7	1	0.18%	0.62%	1.35%	Q4 2014	Q4 2019	11
Fusion Capital, LLC	11	11	0.19%	0.24%	0.26%	Q1 2021	Q3 2023	11
KMG FIDUCIARY PARTNERS, LLC	7	4	0.07%	1.18%	2.65%	Q1 2020	Q3 2023	11
Mayflower Financial Advisors, LLC	6	5	0.04%	0.06%	0.09%	Q4 2020	Q3 2023	11
Blue Chip Wealth Management, Inc.	11	11	0.33%	0.67%	0.86%	Q1 2018	Q3 2020	11
Nachman Norwood & Parrott, Inc	11	11	0.53%	0.68%	0.84%	Q4 2018	Q2 2021	11
Grant Street Asset Management, Inc.	11	11	0.96%	9.12%	12.18%	Q1 2021	Q3 2023	11
Willingdon Wealth Management	11	11	0.01%	0.01%	0.02%	Q3 2017	Q1 2020	11
Aspen Investment Management Inc	10	1	0.56%	1.10%	1.30%	Q3 2017	Q2 2020	11
Vestmark Advisory Solutions, Inc.	9	1	0.01%	0.09%	0.26%	Q1 2020	Q2 2023	11
Compagnie Lombard Odier SCmA	8	3	0.00%	0.01%	0.05%	Q4 2013	Q4 2016	11
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	5	2	0.01%	0.25%	0.64%	Q2 2013	Q1 2023	11
SHELTON CAPITAL MANAGEMENT	11	11	0.01%	0.01%	0.03%	Q1 2021	Q3 2023	11
Apella Capital, LLC	8	3	0.02%	0.05%	0.07%	Q1 2021	Q4 2023	11
Concord Wealth Partners	7	4	0.00%	0.02%	0.12%	Q4 2020	Q3 2023	11
OARSMAN CAPITAL, INC.	11	11	0.12%	0.14%	0.18%	Q3 2015	Q1 2018	11
Fort Sheridan Advisors LLC	11	11	0.10%	0.11%	0.12%	Q1 2021	Q3 2023	11
Golden State Wealth Management, LLC	7	1	0.05%	0.07%	0.09%	Q1 2019	Q1 2022	11
Sierra Capital LLC	11	11	0.73%	0.83%	0.93%	Q1 2021	Q3 2023	11
Pegasus Partners Ltd.	11	11	0.04%	0.63%	1.32%	Q1 2021	Q3 2023	11
KB FINANCIAL PARTNERS, LLC	11	11	0.26%	0.30%	0.38%	Q1 2021	Q3 2023	11
CAPITAL ONE, NATIONAL ASSOCIATION	11	11	0.03%	0.03%	0.05%	Q4 2015	Q2 2018	11
BENEDICT FINANCIAL ADVISORS INC	11	11	0.41%	0.57%	0.77%	Q1 2021	Q3 2023	11
FFT WEALTH MANAGEMENT LLC	6	1	0.02%	0.04%	0.07%	Q3 2018	Q3 2023	11
Bridgewater Wealth & Financial Management, LLC	11	11	0.09%	0.14%	0.18%	Q4 2014	Q2 2017	11
Regis Management CO LLC	11	11	0.07%	0.13%	0.30%	Q1 2021	Q3 2023	11
GYL FINANCIAL SYNERGIES, LLC	10	1	0.05%	0.13%	0.44%	Q4 2018	Q3 2023	11
Norway Savings Bank	11	11	0.02%	0.02%	0.03%	Q2 2020	Q4 2022	11
TruWealth Advisors, LLC	11	11	0.04%	0.93%	1.28%	Q1 2021	Q3 2023	11
CURIAN CAPITAL LLC	11	11	2.03%	3.71%	5.34%	Q2 2013	Q4 2015	11
Twele Capital Management, Inc.	11	11	1.35%	1.42%	1.46%	Q2 2013	Q4 2015	11
Ameritas Investment Company, LLC	11	11	0.07%	0.28%	0.53%	Q1 2019	Q3 2021	11
Poehling Capital Management, INC.	11	11	0.08%	0.14%	0.72%	Q1 2021	Q3 2023	11
TRANSCEND CAPITAL ADVISORS, LLC	10	1	0.03%	0.06%	0.23%	Q4 2019	Q3 2023	11
SUMMIT FINANCIAL GROUP, INC.	11	11	0.15%	0.59%	0.85%	Q1 2021	Q3 2023	11
Resonant Capital Advisors, LLC	11	11	0.06%	0.12%	0.29%	Q4 2019	Q2 2022	11
Minot Wealth Management LLC	11	11	0.25%	0.39%	1.24%	Q4 2019	Q2 2022	11
Kingfisher Capital LLC	11	11	0.09%	0.13%	0.16%	Q3 2018	Q1 2021	11
WestHill Financial Advisors, Inc.	9	2	0.49%	0.53%	0.63%	Q4 2020	Q3 2023	11
Addison Advisors LLC	10	1	0.09%	0.12%	0.16%	Q4 2020	Q3 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.03%	0.06%	0.08%	Q2 2013	Q4 2015	11
Newport Capital Group, LLC	9	2	3.37%	7.40%	10.59%	Q4 2020	Q3 2023	11
PUZO MICHAEL J	11	11	0.19%	0.38%	0.52%	Q1 2013	Q3 2015	11
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	10	1	0.07%	0.35%	0.48%	Q4 2020	Q3 2023	11
Cornerstone Wealth Advisors, Inc.	11	11	0.92%	1.11%	1.21%	Q1 2021	Q3 2023	11
Formidable Asset Management, LLC	5	3	0.04%	0.09%	0.22%	Q1 2017	Q1 2022	11
Vontobel Holding Ltd.	8	3	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	11
Westshore Wealth, LLC	10	1	4.00%	5.13%	5.95%	Q4 2019	Q2 2023	11
OLD MISSION CAPITAL LLC	3	1	0.02%	0.37%	1.60%	Q3 2016	Q2 2021	10
Smith, Salley & Associates	6	2	0.02%	0.02%	0.05%	Q4 2017	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.04%	0.04%	0.05%	Q1 2021	Q3 2023	10
BANK OF THE WEST	5	2	0.03%	0.07%	0.22%	Q1 2014	Q2 2018	10
TANAKA CAPITAL MANAGEMENT INC	10	10	0.03%	0.05%	0.06%	Q2 2021	Q3 2023	10
Beech Hill Advisors, Inc.	4	3	0.08%	0.10%	0.12%	Q2 2017	Q3 2023	10
Salient Capital Advisors, LLC	10	10	0.00%	0.01%	0.01%	Q1 2015	Q2 2017	10
Meristem Family Wealth, LLC	10	10	0.05%	0.15%	0.26%	Q4 2019	Q1 2022	10
ORRSTOWN FINANCIAL SERVICES INC	10	10	0.02%	0.10%	0.11%	Q3 2013	Q4 2015	10
Private Wealth Partners, LLC	7	3	0.02%	0.04%	0.05%	Q2 2019	Q3 2023	10
NatWest Group plc	10	10	0.02%	0.05%	0.11%	Q2 2013	Q3 2015	10
STRATEGIC INVESTMENT MANAGEMENT, LLC	10	10	0.20%	2.81%	18.35%	Q4 2017	Q1 2020	10
TCW GROUP INC	2	1	0.01%	0.05%	0.18%	Q4 2015	Q4 2022	10
Hills Bank & Trust Co	6	4	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	10
ROBERTS GLORE & CO INC /IL/	6	4	0.06%	0.07%	0.08%	Q1 2021	Q3 2023	10
JANUS HENDERSON GROUP PLC	10	10	0.01%	0.01%	0.01%	Q1 2014	Q2 2016	10
Litman Gregory Wealth Management LLC	9	1	0.01%	0.02%	0.10%	Q1 2019	Q3 2023	10
NOESIS CAPITAL MANGEMENT CORP	7	3	0.07%	0.29%	1.10%	Q2 2013	Q3 2023	10
RPg Family Wealth Advisory, LLC	7	1	0.04%	0.14%	0.27%	Q1 2016	Q3 2019	10
Risk Paradigm Group, LLC	10	10	0.51%	1.57%	2.62%	Q3 2016	Q4 2018	10
Alaska Permanent Fund Corp	8	2	2.08%	6.05%	11.12%	Q1 2021	Q3 2023	10
DAVIDSON INVESTMENT ADVISORS	9	1	0.00%	0.01%	0.02%	Q2 2015	Q4 2022	10
Lehman Financial Resources, Inc.	10	10	0.00%	0.00%	0.00%	Q2 2013	Q3 2015	10
OLD SECOND NATIONAL BANK OF AURORA	9	1	0.01%	0.01%	0.01%	Q4 2014	Q3 2023	10
HWG Holdings LP	6	2	0.00%	1.79%	5.69%	Q1 2017	Q4 2022	10
Covenant Multifamily Offices, LLC	8	1	0.01%	0.05%	0.25%	Q4 2013	Q1 2019	10
RIVERBRIDGE PARTNERS LLC	10	10	0.01%	0.01%	0.01%	Q2 2013	Q3 2015	10
CHEMICAL BANK	10	10	0.02%	0.04%	0.04%	Q1 2017	Q2 2019	10
Merit Financial Group, LLC	6	4	0.01%	0.02%	0.05%	Q4 2017	Q3 2023	10
Summit Financial Strategies, Inc.	10	10	0.28%	0.31%	0.33%	Q2 2021	Q3 2023	10
SUMMIT CAPITAL MANAGEMENT LLC	10	10	0.13%	0.15%	0.17%	Q4 2013	Q1 2016	10
Hayden Royal, LLC	10	10	0.19%	0.37%	0.87%	Q3 2019	Q4 2021	10
Wescott Financial Advisory Group, LLC	10	10	0.08%	0.12%	0.18%	Q2 2021	Q3 2023	10
DOLIVER ADVISORS, LP	8	2	0.08%	0.09%	0.11%	Q2 2021	Q4 2023	10
Deane Retirement Strategies, Inc.	10	10	0.00%	0.77%	1.14%	Q4 2014	Q1 2017	10
BerganKDV Wealth Management, LLC	5	2	0.01%	0.02%	0.03%	Q2 2018	Q2 2023	10
EMFO, LLC	10	10	0.02%	0.02%	0.02%	Q2 2021	Q3 2023	10
PSI Advisors, LLC	9	1	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	10
Single Point Partners, LLC	6	1	0.07%	0.12%	0.30%	Q4 2020	Q3 2023	10
Syverson Strege & Co	10	10	0.02%	0.03%	0.05%	Q4 2020	Q1 2023	10
SCHNEIDER CAPITAL MANAGEMENT CORP	8	1	0.04%	0.12%	0.25%	Q2 2013	Q1 2016	10
Savior LLC	10	10	0.04%	1.33%	2.43%	Q2 2021	Q3 2023	10
Pacific Center for Financial Services	7	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	10
Madison Wealth Partners, Inc	10	10	0.12%	0.15%	0.17%	Q2 2021	Q3 2023	10
Campion Asset Management	10	10	0.29%	0.81%	1.04%	Q2 2021	Q3 2023	10
Taylor Hoffman Wealth Management	9	1	0.08%	0.12%	0.14%	Q4 2017	Q2 2020	10
Mine & Arao Wealth Creation & Management, LLC.	10	10	0.15%	0.16%	0.19%	Q1 2021	Q2 2023	10
Qube Research & Technologies Ltd	4	1	0.00%	0.17%	0.94%	Q4 2019	Q3 2023	10
InterOcean Capital Group, LLC	10	10	0.02%	0.06%	0.42%	Q2 2021	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.00%	0.25%	0.46%	Q4 2020	Q1 2023	10
Accel Wealth Management	10	10	0.01%	0.02%	0.02%	Q4 2020	Q1 2023	10
Red Door Wealth Management, LLC	10	10	0.01%	0.14%	0.29%	Q2 2021	Q3 2023	10
D.B. Root & Company, LLC	10	10	0.16%	0.21%	0.27%	Q2 2018	Q3 2020	10
GPS Wealth Strategies Group, LLC	7	3	0.02%	0.03%	0.06%	Q1 2021	Q3 2023	10
Jump Financial, LLC	6	4	0.04%	0.20%	0.56%	Q4 2020	Q2 2023	10
Cornell Pochily Investment Advisors, Inc.	10	10	0.14%	0.17%	0.20%	Q2 2021	Q3 2023	10
West Branch Capital LLC	10	10	0.08%	0.09%	0.10%	Q2 2021	Q3 2023	10
Advisor Resource Council	10	10	0.12%	0.31%	0.65%	Q2 2021	Q3 2023	10
NKCFO LLC	6	1	0.07%	0.08%	0.13%	Q4 2019	Q2 2023	10
Old North State Trust, LLC	6	1	0.00%	0.02%	0.04%	Q3 2018	Q1 2023	10
Johns Hopkins University	10	10	0.61%	13.32%	23.86%	Q2 2021	Q3 2023	10
Apexium Financial, LP	5	5	0.09%	0.11%	0.15%	Q1 2021	Q3 2023	10
Summit Financial, LLC	10	10	0.12%	0.32%	0.44%	Q2 2021	Q3 2023	10
IFS Advisors, LLC	9	1	0.04%	0.11%	0.24%	Q4 2020	Q4 2023	10
HOWARD WEALTH MANAGEMENT, LLC	6	1	0.13%	0.15%	0.18%	Q4 2019	Q2 2023	10
SVB Investment Services Inc.	10	10	0.41%	0.50%	0.58%	Q4 2019	Q1 2022	10
First City Capital Management, Inc.	9	1	0.07%	0.09%	0.14%	Q1 2014	Q3 2020	10
ATLAS CAPITAL ADVISORS LLC	10	10	0.03%	0.18%	0.28%	Q2 2021	Q3 2023	10
HARTFORD INVESTMENT MANAGEMENT CO	7	2	0.02%	0.15%	0.46%	Q3 2018	Q3 2023	9
Peterson Wealth Advisors, LLC	9	9	0.12%	0.25%	0.38%	Q4 2017	Q4 2019	9
Capital Bank & Trust Co	9	9	0.00%	0.01%	0.01%	Q4 2017	Q4 2019	9
FLAGSTAR ADVISORS INC	9	9	1.56%	2.61%	3.13%	Q3 2021	Q3 2023	9
Alamar Capital Management, LLC	9	9	0.51%	1.06%	1.29%	Q3 2021	Q3 2023	9
Walleye Trading LLC	2	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	0.81%	0.90%	1.07%	Q3 2021	Q3 2023	9
Csenge Advisory Group	7	1	0.01%	0.03%	0.04%	Q3 2018	Q3 2023	9
Columbus Macro, LLC	7	1	0.07%	0.19%	0.44%	Q4 2017	Q1 2022	9
MONEY CONCEPTS CAPITAL CORP	7	2	0.00%	0.05%	0.37%	Q4 2020	Q2 2023	9
Investors Financial Group, LLC	9	9	0.54%	0.66%	0.84%	Q4 2019	Q4 2021	9
3D/L Capital Management, LLC	9	9	0.08%	0.10%	0.11%	Q1 2021	Q1 2023	9
One Day In July LLC	8	1	0.04%	0.16%	0.26%	Q4 2018	Q3 2023	9
BOYS ARNOLD & CO INC	5	4	0.03%	0.05%	0.07%	Q4 2017	Q1 2020	9
BIEGEL & WALLER LLC	9	9	1.23%	1.47%	1.59%	Q3 2017	Q3 2019	9
NFJ INVESTMENT GROUP, LLC	9	9	0.00%	0.13%	0.51%	Q3 2021	Q3 2023	9
Van Hulzen Asset Management, LLC	9	9	0.05%	0.12%	0.17%	Q2 2018	Q2 2020	9
Renaissance Technologies	3	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	9
Stonebridge Financial Planning Group, LLC	9	9	0.03%	0.04%	0.07%	Q4 2019	Q4 2021	9
Virtu KCG Holdings LLC	6	1	0.01%	0.02%	0.05%	Q3 2013	Q3 2016	9
CHILTON CAPITAL MANAGEMENT LLC	4	1	0.00%	0.01%	0.04%	Q4 2017	Q3 2023	9
Laidlaw Wealth Management LLC	7	1	0.05%	0.06%	0.13%	Q4 2019	Q2 2023	9
PBMares Wealth Management LLC	8	1	0.09%	0.14%	0.36%	Q4 2019	Q3 2023	9
KELLOGG W K FOUNDATION TRUST	9	9	0.86%	1.03%	1.18%	Q3 2015	Q3 2017	9
Curran Financial Partners, LLC	9	9	0.12%	0.16%	0.18%	Q2 2021	Q2 2023	9
Simmons Bank	5	4	0.02%	0.02%	0.03%	Q3 2017	Q4 2019	9
Higher Moment Capital LP	5	2	4.86%	16.62%	28.36%	Q4 2013	Q4 2018	9
HawsGoodwin Investment Management LLC	9	9	0.01%	0.01%	0.01%	Q4 2019	Q4 2021	9
PILLAR PACIFIC CAPITAL MANAGEMENT LLC	4	1	0.02%	0.03%	0.03%	Q4 2017	Q2 2020	9
ADVANTAGE INVESTMENT MANAGEMENT, LLC	7	1	0.00%	0.02%	0.03%	Q1 2016	Q2 2019	9
Aveo Capital Partners, LLC	5	1	0.04%	1.75%	2.89%	Q4 2016	Q1 2022	9
Alliance Wealth Advisors, LLC	9	9	0.18%	0.21%	0.26%	Q3 2021	Q3 2023	9
CFS Investment Advisory Services, LLC	5	1	0.78%	2.67%	6.72%	Q4 2020	Q3 2023	9
DIVIDEND ASSETS CAPITAL, LLC	7	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	9
Robinson Value Management, Ltd.	9	9	0.41%	0.52%	0.65%	Q3 2021	Q3 2023	9
Sanchez Wealth Management Group	9	9	7.51%	9.91%	13.40%	Q4 2017	Q4 2019	9
Olympiad Research LP	7	1	0.25%	0.58%	1.28%	Q1 2020	Q3 2022	9
BCS Wealth Management	8	1	0.08%	0.10%	0.13%	Q2 2021	Q3 2023	9
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6	1	0.01%	0.02%	0.04%	Q4 2014	Q4 2018	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.25%	0.33%	0.58%	Q2 2013	Q2 2015	9
Intellectus Partners, LLC	8	1	0.00%	0.02%	0.04%	Q4 2016	Q1 2019	9
GeoWealth Management, LLC	9	9	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	9
TWO SIGMA ADVISERS, LP	5	1	0.00%	0.01%	0.04%	Q4 2014	Q1 2023	9
Integrated Wealth Management	9	9	0.36%	0.39%	0.42%	Q1 2015	Q1 2017	9
Global Wealth Management Investment Advisory, Inc.	6	1	0.01%	0.03%	0.03%	Q4 2018	Q3 2023	9
Phoenix Wealth Advisors	5	4	0.02%	0.13%	0.26%	Q4 2020	Q3 2023	9
SMITH SHELLNUT WILSON LLC /ADV	6	3	0.50%	2.18%	3.42%	Q4 2016	Q1 2019	9
STABLEFORD CAPITAL II LLC	7	2	0.44%	0.63%	0.92%	Q2 2021	Q3 2023	9
Parkside Investments, LLC	9	9	0.46%	0.61%	0.86%	Q1 2018	Q1 2020	9
Stanford Investment Group, Inc.	9	9	0.05%	0.06%	0.08%	Q4 2014	Q4 2016	9
NBT BANK N A /NY	5	4	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	9
Financial Management Professionals, Inc.	9	9	0.00%	0.42%	1.93%	Q3 2021	Q3 2023	9
FIDUCIENT ADVISORS LLC	9	9	0.09%	0.40%	0.74%	Q3 2021	Q3 2023	9
Berger Financial Group, Inc	5	4	0.07%	0.08%	0.09%	Q2 2021	Q3 2023	9
MBL Wealth, LLC	7	2	0.04%	0.07%	0.10%	Q4 2020	Q3 2023	9
Opes Advisors Inc	9	9	2.35%	2.83%	3.42%	Q4 2016	Q4 2018	9
Advisors Capital Management, LLC	7	2	0.01%	0.02%	0.05%	Q3 2015	Q3 2023	9
Atlantic Union Bankshares Corp	7	2	0.02%	0.08%	0.16%	Q2 2021	Q3 2023	9
CONNABLE OFFICE INC	6	3	0.05%	0.75%	1.22%	Q3 2015	Q2 2018	9
WealthTrust Axiom LLC	8	1	0.07%	0.09%	0.10%	Q1 2018	Q3 2023	9
AWM CAPITAL, LLC	9	9	3.88%	9.13%	16.44%	Q3 2021	Q3 2023	9
Jolley Asset Management, LLC	5	4	0.01%	0.17%	0.36%	Q2 2017	Q1 2020	9
Stratos Investment Management, LLC	9	9	1.33%	1.91%	2.27%	Q3 2021	Q3 2023	9
MorganRosel Wealth Management, LLC	5	4	0.09%	0.11%	0.12%	Q2 2021	Q3 2023	9
RUSSELL FRANK CO/	9	9	0.00%	0.01%	0.02%	Q2 2013	Q2 2015	9
ARCADIA INVESTMENT MANAGEMENT CORP/MI	8	1	0.02%	0.08%	0.15%	Q1 2020	Q3 2023	9
Stadion Money Management, LLC	9	9	0.12%	0.27%	0.44%	Q2 2013	Q2 2015	9
Cypress Wealth Advisors LLC	9	9	0.14%	0.18%	0.41%	Q2 2015	Q2 2017	9
GRIES FINANCIAL LLC	9	9	0.39%	0.49%	0.61%	Q3 2021	Q3 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.26%	0.29%	0.33%	Q3 2021	Q3 2023	9
Visionary Asset Management, Inc.	7	2	0.10%	0.14%	0.20%	Q4 2015	Q4 2018	9
WESPAC Advisors, LLC	8	8	0.18%	0.23%	0.28%	Q3 2017	Q2 2019	8
SteelBridge Private Wealth Advisors LLC	8	8	1.06%	2.63%	5.35%	Q2 2016	Q1 2018	8
Wedmont Private Capital	8	8	0.03%	0.07%	0.14%	Q4 2021	Q3 2023	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.80%	0.94%	1.11%	Q4 2018	Q3 2020	8
Manhattan West Asset Management, LLC	8	8	0.17%	0.27%	0.35%	Q4 2021	Q3 2023	8
Consilium Wealth Advisory, LLC	8	8	0.21%	0.54%	0.74%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.02%	0.10%	0.56%	Q4 2021	Q3 2023	8
American Trust	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
FARR MILLER & WASHINGTON LLC/DC	4	1	0.03%	0.04%	0.05%	Q2 2015	Q3 2021	8
Element Wealth, LLC	7	1	0.00%	0.08%	0.11%	Q1 2020	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	1.33%	1.82%	2.30%	Q4 2021	Q3 2023	8
Cypress Capital, LLC	6	2	0.12%	0.15%	0.17%	Q3 2021	Q3 2023	8
BRIGGS ADVISORY GROUP, INC.	8	8	0.78%	0.90%	1.04%	Q4 2021	Q3 2023	8
Widmann Financial Services, Inc.	8	8	3.47%	3.87%	4.14%	Q4 2021	Q3 2023	8
GAM Holding AG	8	8	0.24%	0.35%	0.46%	Q4 2017	Q3 2019	8
HOWARD HUGHES MEDICAL INSTITUTE	8	8	4.23%	8.66%	11.10%	Q1 2017	Q4 2018	8
Evolution Advisers, Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Copperwynd Financial, LLC	8	8	5.65%	6.50%	7.86%	Q1 2021	Q4 2022	8
PACK Private Wealth, LLC	8	8	0.21%	0.23%	0.25%	Q4 2021	Q3 2023	8
Semmax Financial Advisors Inc.	7	1	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	8
First Financial Bank - Trust Division	7	1	0.02%	0.04%	0.05%	Q2 2018	Q4 2021	8
JMAC ENTERPRISES LLC	8	8	5.84%	6.13%	6.38%	Q4 2021	Q3 2023	8
RE Dickinson Investment Advisors, LLC	8	8	0.63%	2.59%	4.51%	Q4 2021	Q3 2023	8
CITY NATIONAL BANK	8	8	0.01%	0.01%	0.03%	Q4 2013	Q3 2015	8
Eagle Strategies LLC	8	8	0.31%	0.45%	0.67%	Q4 2021	Q3 2023	8
Morton Capital Management LLC/CA	8	8	0.08%	0.12%	0.17%	Q4 2021	Q3 2023	8
Threshold Group LLC	8	8	0.18%	2.71%	5.45%	Q4 2015	Q3 2017	8
Sequoia Wealth Management, LLC	8	8	0.52%	0.81%	1.88%	Q4 2017	Q3 2019	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.80%	2.22%	3.34%	Q4 2013	Q3 2015	8
New Legacy Group, LLC	8	8	0.34%	3.27%	5.01%	Q4 2021	Q3 2023	8
Vigilare Wealth Management	6	2	0.19%	0.31%	0.86%	Q4 2019	Q4 2022	8
CJM Wealth Advisers, Ltd.	8	8	0.77%	0.90%	1.04%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	1.42%	1.58%	1.87%	Q4 2021	Q3 2023	8
AIRE ADVISORS, LLC	8	8	0.15%	0.20%	0.27%	Q4 2021	Q3 2023	8
Ten Capital Wealth Advisors, LLC	7	1	0.00%	0.14%	0.24%	Q4 2020	Q2 2023	8
Missouri Trust & Investment Co	8	8	0.08%	0.11%	0.12%	Q4 2021	Q3 2023	8
UNITED BANK, INC.	8	8	0.15%	0.16%	0.18%	Q2 2013	Q1 2015	8
Rockwood Wealth Management, LLC	8	8	0.05%	0.09%	0.14%	Q4 2021	Q3 2023	8
Noven Financial Group, Inc.	8	8	1.85%	10.13%	12.04%	Q1 2018	Q4 2019	8
FIRST COMMUNITY TRUST NA	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Perennial Investment Advisors, LLC	8	8	0.14%	0.19%	0.34%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.03%	0.07%	0.13%	Q4 2021	Q3 2023	8
Clear Perspective Advisors, LLC	6	1	0.12%	0.22%	0.49%	Q3 2018	Q4 2021	8
Bensler, LLC	8	8	0.21%	0.25%	0.35%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.32%	0.42%	0.48%	Q4 2021	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	1.77%	1.83%	1.93%	Q4 2021	Q3 2023	8
MAGNOLIA CAPITAL ADVISORS LLC	6	1	0.10%	0.23%	0.43%	Q4 2019	Q4 2022	8
Surevest, LLC	8	8	0.08%	0.09%	0.11%	Q4 2020	Q3 2022	8
Riverview Capital Advisers, LLC	8	8	0.26%	1.73%	2.18%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	0.03%	0.12%	0.21%	Q4 2021	Q3 2023	8
NewEdge Wealth, LLC	5	1	0.02%	0.65%	1.91%	Q4 2020	Q1 2023	8
WEALTHSPAN PARTNERS, LLC	8	8	2.70%	3.04%	3.35%	Q4 2021	Q3 2023	8
Allred Capital Management, LLC	7	1	0.07%	0.34%	0.40%	Q4 2018	Q1 2021	8
Morton Brown Family Wealth, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
BENJAMIN EDWARDS INC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
NVWM, LLC	7	1	0.00%	0.18%	0.24%	Q3 2019	Q3 2023	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.47%	0.82%	1.17%	Q4 2021	Q3 2023	8
DIXON FNANCIAL SERVICES, INC.	8	8	1.05%	1.12%	1.29%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.14%	0.15%	0.17%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.00%	0.00%	0.00%	Q1 2017	Q4 2018	8
Thrive Wealth Management, LLC	8	8	0.21%	0.23%	0.25%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.21%	0.34%	0.44%	Q4 2021	Q3 2023	8
GenTrust, LLC	8	8	0.17%	0.25%	0.28%	Q3 2018	Q2 2020	8
Confluence Wealth Services, Inc.	8	8	0.35%	0.54%	0.71%	Q4 2021	Q3 2023	8
LORD, ABBETT & CO. LLC	2	1	0.00%	0.01%	0.03%	Q4 2014	Q4 2022	8
Red Tortoise LLC	4	4	2.86%	3.15%	3.60%	Q3 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
Firestone Capital Management	8	8	0.04%	0.05%	0.05%	Q4 2019	Q3 2021	8
Rise Advisors, LLC	8	8	0.03%	0.04%	0.06%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.41%	0.44%	0.47%	Q4 2021	Q3 2023	8
City State Bank	8	8	0.09%	0.13%	0.15%	Q4 2021	Q3 2023	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	1.10%	1.21%	1.34%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.05%	0.07%	0.12%	Q4 2021	Q3 2023	8
MidWestOne Financial Group, Inc.	8	8	0.12%	0.13%	0.14%	Q4 2021	Q3 2023	8
STEEL GROVE CAPITAL ADVISORS, LLC	4	1	0.08%	0.58%	2.17%	Q2 2013	Q1 2022	8
Executive Wealth Management, LLC	5	3	0.02%	0.02%	0.03%	Q4 2018	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.04%	0.07%	0.10%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.02%	0.03%	0.04%	Q2 2013	Q1 2015	8
EverSource Wealth Advisors, LLC	8	8	0.08%	0.12%	0.17%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.15%	0.16%	0.19%	Q4 2021	Q3 2023	8
UNC Management Company, Inc.	8	8	76.42%	96.20%	100.00%	Q4 2021	Q3 2023	8
Autumn Glory Partners, LLC	8	8	1.03%	1.43%	1.91%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.05%	0.08%	0.10%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.15%	0.17%	0.18%	Q4 2021	Q3 2023	8
Goodman Advisory Group, LLC	8	8	0.10%	0.33%	1.78%	Q4 2021	Q3 2023	8
Kowal Investment Group, LLC	7	1	0.02%	0.14%	0.57%	Q3 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.49%	0.78%	0.96%	Q4 2021	Q3 2023	8
COUNTRY TRUST BANK	3	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2022	8
JT Stratford LLC	7	1	0.06%	0.09%	0.12%	Q4 2019	Q4 2021	8
Sonora Investment Management, LLC	4	4	0.00%	0.01%	0.01%	Q3 2019	Q3 2021	8
W ADVISORS, LLC	8	8	1.68%	1.88%	2.66%	Q4 2021	Q3 2023	8
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	8	8	0.20%	0.21%	0.23%	Q4 2021	Q3 2023	8
Fortitude Advisory Group L.L.C.	8	8	0.12%	0.20%	0.32%	Q4 2021	Q3 2023	8
Heritage Financial Services, LLC	8	8	0.07%	0.16%	0.30%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	0.24%	0.35%	0.43%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	2.16%	2.69%	3.16%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
LOWERY THOMAS, LLC	8	8	0.34%	0.45%	0.66%	Q4 2021	Q3 2023	8
SignalPoint Asset Management, LLC	8	8	0.07%	0.08%	0.08%	Q4 2021	Q3 2023	8
Coury Firm Asset Management LLC	8	8	0.69%	1.20%	1.68%	Q4 2021	Q3 2023	8
AMERICAN NATIONAL BANK	8	8	0.04%	0.04%	0.05%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.10%	0.15%	0.20%	Q4 2021	Q3 2023	8
Investmark Advisory Group LLC	8	8	0.51%	0.72%	1.16%	Q4 2021	Q3 2023	8
MAYPORT, LLC	8	8	0.63%	0.80%	0.94%	Q4 2021	Q3 2023	8
NORWOOD FINANCIAL CORP	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Baldrige Asset Management LLC	8	8	0.07%	0.08%	0.09%	Q2 2021	Q1 2023	8
Objective Capital Management, LLC	8	8	0.86%	0.96%	1.06%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.01%	0.05%	0.15%	Q4 2021	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	0.40%	1.00%	1.58%	Q4 2021	Q3 2023	8
Guidant Wealth Advisors	4	4	0.12%	0.13%	0.16%	Q3 2016	Q3 2019	8
Pasadena Private Wealth, LLC	8	8	0.10%	0.12%	0.14%	Q4 2021	Q3 2023	8
PEOPLES BANK /OH	7	1	0.13%	0.14%	0.15%	Q4 2015	Q4 2019	8
FourThought Financial, LLC	8	8	0.03%	0.13%	0.23%	Q4 2020	Q3 2022	8
Gainplan LLC	6	1	0.36%	34.07%	93.77%	Q2 2017	Q3 2021	8
Keystone Wealth Services, LLC	8	8	0.44%	0.53%	0.61%	Q4 2021	Q3 2023	8
Van Leeuwen & Company, LLC	6	1	0.14%	0.44%	0.63%	Q4 2018	Q2 2021	8
Gilbert & Cook, Inc.	6	2	0.04%	0.11%	0.19%	Q4 2016	Q3 2021	8
Enterprise Bank & Trust Co	8	8	0.08%	0.10%	0.11%	Q2 2021	Q1 2023	8
OPTIONS SOLUTIONS, LLC	8	8	0.61%	0.72%	0.86%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.01%	0.07%	Q4 2021	Q3 2023	8
Strategic Wealth Partners, Ltd.	8	8	0.00%	0.01%	0.01%	Q4 2017	Q3 2019	8
McAdam, LLC	3	2	0.02%	0.08%	0.16%	Q1 2018	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.05%	0.07%	0.11%	Q4 2020	Q3 2022	8
WealthPLAN Partners, LLC	5	3	0.04%	0.05%	0.07%	Q3 2021	Q4 2023	8
Sovereign Financial Group, Inc.	8	8	0.17%	0.18%	0.20%	Q4 2021	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	1.48%	1.73%	1.83%	Q4 2021	Q3 2023	8
Peloton Wealth Strategists	8	8	0.61%	0.82%	1.17%	Q4 2019	Q3 2021	8
Activest Wealth Management	6	1	0.04%	0.04%	0.05%	Q1 2021	Q3 2023	8
DB Fitzpatrick & Co, Inc	8	8	0.34%	0.40%	0.43%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	1.12%	1.36%	1.53%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	1.64%	1.87%	2.01%	Q2 2013	Q1 2015	8
INSPIRION WEALTH ADVISORS, LLC	8	8	0.06%	0.06%	0.07%	Q4 2021	Q3 2023	8
Trexquant Investment LP	3	1	0.01%	0.03%	0.08%	Q4 2019	Q3 2023	8
Paladin Advisory Group, LLC	8	8	0.46%	0.49%	0.55%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.03%	0.16%	0.25%	Q4 2021	Q3 2023	8
Amplius Wealth Advisors, LLC	8	8	0.15%	0.17%	0.19%	Q4 2021	Q3 2023	8
Squar Milner Financial Services LLC	5	1	0.03%	0.13%	0.26%	Q4 2017	Q1 2020	8
NEW YORK STATE COMMON RETIREMENT FUND	8	8	0.00%	0.01%	0.03%	Q2 2021	Q1 2023	8
TCTC Holdings, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.16%	0.24%	0.49%	Q4 2021	Q3 2023	8
Capital Planning Advisors, LLC	6	1	0.00%	0.19%	0.32%	Q1 2017	Q1 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.07%	0.13%	0.25%	Q4 2021	Q3 2023	8
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.03%	0.04%	0.05%	Q4 2017	Q3 2019	7
Delphi Private Advisors LLC	7	7	0.20%	0.82%	1.22%	Q3 2017	Q1 2019	7
LVM CAPITAL MANAGEMENT LTD/MI	6	1	0.07%	0.09%	0.12%	Q2 2013	Q3 2016	7
Greenwich Wealth Management LLC	5	2	0.02%	0.08%	0.33%	Q2 2014	Q3 2016	7
TCF National Bank	7	7	0.04%	0.06%	0.09%	Q3 2019	Q1 2021	7
Connectus Wealth, LLC	7	7	0.01%	0.02%	0.08%	Q1 2022	Q3 2023	7
RIDGECREST WEALTH PARTNERS, LLC	4	3	0.12%	0.15%	0.17%	Q4 2021	Q3 2023	7
Allegheny Financial Group LTD	7	7	0.20%	0.33%	0.39%	Q1 2022	Q3 2023	7
OPTIMUM INVESTMENT ADVISORS	7	7	0.00%	0.01%	0.02%	Q3 2013	Q1 2015	7
Opera Trading Capital	7	7	0.03%	0.20%	0.67%	Q2 2017	Q4 2018	7
Fi3 FINANCIAL ADVISORS, LLC	7	7	0.27%	0.30%	0.38%	Q1 2021	Q3 2022	7
SCHAFER CULLEN CAPITAL MANAGEMENT INC	2	1	0.00%	0.03%	0.09%	Q4 2014	Q4 2020	7
TBH Global Asset Management, LLC	5	2	0.09%	0.13%	0.16%	Q4 2019	Q3 2023	7
Svenska Handelsbanken AB (publ)	7	7	0.01%	0.13%	0.41%	Q4 2015	Q2 2017	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.09%	0.11%	0.18%	Q1 2022	Q3 2023	7
HM PAYSON & CO	3	2	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	7
Epic Trust Investment Advisors, LLC	6	1	0.30%	0.85%	1.42%	Q4 2021	Q3 2023	7
Lumature Wealth Partners, LLC	4	3	0.02%	0.02%	0.04%	Q4 2020	Q2 2023	7
Mach-1 Financial Group, LLC	4	3	0.00%	0.01%	0.02%	Q4 2020	Q3 2022	7
SJS Investment Consulting Inc.	5	2	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	7
KEB ASSET MANAGEMENT, LLC	4	3	0.09%	0.12%	0.16%	Q4 2021	Q3 2023	7
Wick Capital Partners, LLC	5	2	0.65%	0.98%	1.57%	Q4 2021	Q3 2023	7
Port Capital LLC	7	7	0.03%	0.04%	0.05%	Q4 2017	Q2 2019	7
SAXON INTERESTS, INC.	7	7	0.70%	1.16%	1.74%	Q4 2021	Q2 2023	7
55I, LLC	7	7	0.01%	0.05%	0.15%	Q1 2021	Q3 2022	7
LaFleur & Godfrey LLC	7	7	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	7
NCM Capital Management, LLC	7	7	0.42%	0.86%	1.80%	Q1 2022	Q3 2023	7
Midwest Professional Planners, LTD.	3	1	0.50%	1.05%	2.10%	Q2 2018	Q1 2023	7
SC&H Financial Advisors, Inc.	7	7	0.13%	0.16%	0.21%	Q1 2022	Q3 2023	7
Paragon Capital Management LLC	7	7	0.16%	0.20%	0.25%	Q2 2013	Q4 2014	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.04%	0.06%	0.10%	Q1 2021	Q4 2022	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.13%	0.24%	0.34%	Q2 2013	Q4 2014	7
Perfromance Wealth Partners, LLC	5	2	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	7
NEIRG Wealth Management, LLC	7	7	0.11%	0.12%	0.13%	Q4 2021	Q2 2023	7
Lenox Wealth Management, Inc.	6	1	0.00%	0.01%	0.01%	Q4 2015	Q4 2019	7
Cobble Hill Financial Services, INC	7	7	4.39%	4.95%	5.57%	Q1 2013	Q3 2014	7
Winthrop Partners - WNY, LLC	7	7	0.04%	0.05%	0.05%	Q1 2018	Q3 2019	7
ExodusPoint Capital Management, LP	4	1	0.00%	0.21%	0.92%	Q2 2020	Q3 2022	7
Edge Advisors, LLC	7	7	0.47%	0.58%	0.69%	Q4 2016	Q2 2018	7
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	7	7	0.88%	1.07%	1.26%	Q1 2019	Q3 2020	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.02%	0.02%	0.02%	Q4 2021	Q2 2023	7
Next Level Private LLC	5	2	0.79%	1.19%	2.15%	Q4 2021	Q3 2023	7
Weaver Consulting Group	7	7	0.04%	0.19%	0.40%	Q1 2019	Q3 2020	7
CreativeOne Wealth, LLC	5	2	0.06%	0.21%	0.42%	Q4 2019	Q3 2023	7
Foundations Investment Advisors, LLC	5	1	0.01%	0.11%	0.68%	Q1 2019	Q3 2023	7
Lipe & Dalton	3	1	0.05%	0.15%	0.30%	Q2 2013	Q2 2017	7
PURSUE WEALTH PARTNERS LLC	7	7	0.26%	0.49%	0.71%	Q4 2021	Q2 2023	7
Mount Lucas Management LP	5	2	0.12%	0.84%	2.58%	Q4 2021	Q3 2023	7
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3	1	0.05%	0.10%	0.20%	Q2 2018	Q2 2022	7
Rockbridge Investment Management, LCC	7	7	0.11%	0.13%	0.14%	Q2 2020	Q4 2021	7
Resurgent Financial Advisors LLC	7	7	0.19%	1.42%	2.05%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.09%	0.11%	0.13%	Q4 2021	Q3 2023	7
Ascent Group, LLC	7	7	0.02%	0.03%	0.04%	Q4 2021	Q2 2023	7
Braver Wealth Management, LLC	6	1	1.17%	3.35%	4.63%	Q2 2013	Q1 2016	7
Beacon Capital Management, LLC	7	7	0.06%	0.07%	0.09%	Q1 2022	Q3 2023	7
DHK Financial Advisors, Inc.	7	7	1.13%	2.25%	4.23%	Q1 2022	Q3 2023	7
Graves Light Lenhart Wealth, Inc.	7	7	0.01%	0.01%	0.01%	Q4 2020	Q2 2022	7
Baltimore-Washington Financial Advisors, Inc.	5	2	0.00%	0.00%	0.01%	Q4 2013	Q3 2015	7
Atria Wealth Solutions, Inc.	7	7	0.16%	0.22%	0.25%	Q1 2022	Q3 2023	7
Financial Guidance Group, Inc.	7	7	0.40%	0.42%	0.45%	Q1 2022	Q3 2023	7
Warwick Investment Management, Inc.	4	3	0.37%	0.44%	0.57%	Q4 2021	Q3 2023	7
Hamlin Capital Management, LLC	3	1	0.04%	0.09%	0.21%	Q4 2018	Q4 2022	7
Aaron Wealth Advisors LLC	7	7	0.01%	0.15%	0.22%	Q1 2022	Q3 2023	7
SYM FINANCIAL Corp	5	1	0.00%	0.03%	0.15%	Q4 2017	Q3 2023	7
Horizons Wealth Management	7	7	0.00%	0.02%	0.03%	Q2 2022	Q4 2023	7
QUANTUM CAPITAL MANAGEMENT	7	7	0.04%	0.05%	0.07%	Q1 2014	Q3 2015	7
ICA Group Wealth Management, LLC	7	7	0.05%	0.06%	0.07%	Q1 2022	Q3 2023	7
Madison Asset Management, LLC	7	7	0.01%	0.01%	0.01%	Q4 2019	Q2 2021	7
Salomon & Ludwin, LLC	6	1	0.01%	0.01%	0.01%	Q4 2018	Q3 2023	7
DODGE & COX	5	2	0.00%	0.00%	0.01%	Q1 2021	Q2 2023	7
Twin Tree Management, LP	3	1	0.01%	0.13%	0.26%	Q2 2020	Q3 2022	7
Edgemoor Investment Advisors, Inc.	7	7	0.03%	0.03%	0.05%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.25%	0.37%	0.57%	Q2 2013	Q4 2014	7
KLS Professional Advisors Group, LLC	7	7	0.14%	6.57%	15.54%	Q4 2017	Q2 2019	7
Eudaimonia Partners, LLC	6	1	0.03%	0.05%	0.08%	Q4 2019	Q4 2022	7
Robertson Stephens Wealth Management, LLC	7	7	0.03%	0.06%	0.12%	Q3 2021	Q1 2023	7
MetLife Investment Management, LLC	7	7	0.03%	0.09%	0.12%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.20%	0.24%	0.28%	Q1 2022	Q3 2023	7
MA Private Wealth	6	1	0.06%	0.12%	0.18%	Q4 2018	Q4 2021	7
River Road Asset Management, LLC	3	1	0.00%	0.15%	0.97%	Q4 2019	Q2 2023	7
Quantbot Technologies LP	3	1	0.01%	0.05%	0.15%	Q3 2019	Q3 2023	7
Patriot Wealth Management, Inc.	7	7	0.10%	0.11%	0.13%	Q2 2017	Q4 2018	7
Abbrea Capital, LLC	4	3	0.03%	0.03%	0.04%	Q3 2021	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.01%	0.07%	0.27%	Q1 2022	Q3 2023	7
FOUNDERS BANK & TRUST	7	7	0.01%	4.28%	5.53%	Q2 2013	Q4 2014	7
Sterneck Capital Management, LLC	3	1	0.13%	0.19%	0.29%	Q2 2013	Q4 2016	7
Wealth Alliance	3	1	0.04%	0.36%	0.79%	Q1 2020	Q2 2023	7
ARBOR TRUST WEALTH ADVISORS, LLC	6	1	0.18%	0.19%	0.23%	Q4 2019	Q3 2021	7
W.G. Shaheen & Associates DBA Whitney & Co	6	6	0.09%	0.12%	0.15%	Q3 2020	Q4 2021	6
Chicago Capital, LLC	6	6	0.01%	0.02%	0.03%	Q4 2020	Q1 2022	6
KMS FINANCIAL SERVICES, INC	6	6	0.39%	0.46%	0.52%	Q2 2013	Q3 2014	6
Forum Private Client Group LLC	6	6	0.22%	0.25%	0.33%	Q1 2022	Q2 2023	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.02%	0.20%	0.30%	Q4 2015	Q1 2017	6
Level Financial Advisors	6	6	0.01%	0.02%	0.02%	Q2 2022	Q3 2023	6
F3Logic, LLC	3	1	0.01%	0.21%	0.27%	Q1 2018	Q3 2020	6
Squarepoint Ops LLC	3	1	0.01%	0.04%	0.08%	Q1 2018	Q2 2023	6
Crosspoint Capital Strategies, LLC	5	1	0.00%	0.03%	0.14%	Q4 2013	Q4 2015	6
Field & Main Bank	6	6	0.03%	0.04%	0.04%	Q2 2022	Q3 2023	6
New Millennium Group LLC	6	6	0.03%	0.03%	0.03%	Q2 2022	Q3 2023	6
First Pacific Financial	6	6	0.69%	0.72%	0.79%	Q2 2022	Q3 2023	6
EdgeRock Capital LLC	6	6	0.11%	0.18%	0.25%	Q2 2022	Q3 2023	6
Capstone Financial Advisors, Inc.	5	1	0.08%	0.13%	0.20%	Q1 2014	Q4 2018	6
Employees' Retirement Fund of the City of Fort Worth	6	6	3.78%	3.99%	4.57%	Q1 2022	Q2 2023	6
Family Capital Trust Co	6	6	0.04%	0.62%	1.44%	Q4 2019	Q1 2021	6
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT	6	6	0.06%	0.10%	0.12%	Q3 2016	Q4 2017	6
Bridgewater Advisors Inc.	6	6	0.06%	0.09%	0.16%	Q1 2021	Q2 2022	6
CORNERCAP INVESTMENT COUNSEL INC	4	1	0.02%	0.03%	0.05%	Q2 2019	Q1 2022	6
MINOT CAPITAL, LP	6	6	6.07%	7.06%	9.02%	Q1 2020	Q2 2021	6
JFG Wealth Management, LLC	6	6	0.08%	0.26%	0.32%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.49%	0.52%	0.56%	Q4 2020	Q1 2022	6
Hamilton Capital, LLC	6	6	0.03%	0.03%	0.03%	Q2 2022	Q3 2023	6
FULTON BREAKEFIELD BROENNIMAN LLC	6	6	0.02%	0.02%	0.03%	Q4 2021	Q1 2023	6
Abacus Planning Group, Inc.	6	6	0.13%	0.20%	0.24%	Q4 2018	Q1 2020	6
Integer Wealth Advisors Group LLC	6	6	3.66%	5.37%	6.19%	Q4 2019	Q1 2021	6
Wealth Dimensions Group, Ltd.	6	6	0.12%	0.47%	0.67%	Q2 2022	Q3 2023	6
Arthur Zaske & Associates, LLC	6	6	0.49%	0.65%	0.97%	Q3 2016	Q4 2017	6
Bienville Capital Management, LLC	6	6	0.07%	1.12%	2.04%	Q3 2016	Q4 2017	6
BRIDGEWAY CAPITAL MANAGEMENT, LLC	3	1	0.01%	0.04%	0.09%	Q2 2016	Q2 2020	6
MUNDER CAPITAL MANAGEMENT	6	6	0.08%	0.10%	0.12%	Q2 2013	Q3 2014	6
Vanguard Personalized Indexing Management, LLC	6	6	0.01%	0.01%	0.02%	Q4 2021	Q1 2023	6
FLC Capital Advisors	6	6	0.07%	0.07%	0.08%	Q1 2021	Q2 2022	6
Brickley Wealth Management	6	6	0.16%	0.18%	0.20%	Q3 2018	Q4 2019	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2014	6
CGN Advisors LLC	6	6	0.08%	0.14%	0.23%	Q3 2022	Q4 2023	6
CSS LLC/IL	4	4	0.02%	0.23%	0.68%	Q1 2021	Q4 2021	6
AVIANCE CAPITAL MANAGEMENT, LLC	6	6	0.01%	0.23%	1.21%	Q2 2015	Q3 2016	6
HighMark Wealth Management LLC	6	6	0.00%	0.01%	0.02%	Q4 2019	Q1 2021	6
Wealth & Pension Services Group, Inc.	6	6	3.51%	5.61%	10.50%	Q2 2018	Q3 2019	6
Gardiner Nancy B	6	6	0.44%	0.94%	2.09%	Q2 2016	Q3 2017	6
Clarus Wealth Advisors	6	6	0.00%	4.85%	9.38%	Q4 2017	Q1 2019	6
Clarity Financial LLC	4	2	0.04%	0.06%	0.07%	Q1 2022	Q3 2023	6
Laurel Wealth Planning LLC	6	6	0.02%	0.02%	0.03%	Q3 2021	Q4 2022	6
Blue Trust, Inc.	6	6	0.04%	0.04%	0.04%	Q2 2022	Q3 2023	6
Atlas Private Wealth Management, LLC	6	6	0.09%	0.13%	0.21%	Q4 2019	Q1 2021	6
MATRIX ASSET ADVISORS INC/NY	4	2	0.03%	0.05%	0.08%	Q1 2022	Q3 2023	6
Coho Partners, Ltd.	2	1	0.01%	0.08%	0.33%	Q4 2019	Q3 2023	6
COUNTRY CLUB BANK /GFN	6	6	1.01%	1.28%	1.57%	Q2 2022	Q3 2023	6
Legacy Private Trust Co.	5	1	0.02%	0.04%	0.05%	Q4 2018	Q1 2023	6
Geller Advisors LLC	6	6	7.95%	10.10%	12.59%	Q2 2022	Q3 2023	6
Pinnacle Advisory Group, Inc.	6	6	0.08%	0.08%	0.09%	Q3 2016	Q4 2017	6
Karn, Couzens & Associates, Inc.	6	6	0.40%	0.47%	0.52%	Q4 2020	Q1 2022	6
GERMAN AMERICAN BANCORP, INC.	6	6	2.95%	3.97%	4.33%	Q2 2022	Q3 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.18%	0.19%	0.20%	Q4 2020	Q1 2022	6
ENCOMPASS WEALTH ADVISORS, LLC	6	6	0.22%	0.26%	0.30%	Q2 2022	Q3 2023	6
PICTET ASSET MANAGEMENT SA	6	6	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	6
EXANE DERIVATIVES	6	6	0.00%	0.05%	0.08%	Q1 2021	Q2 2022	6
Legacy Wealth Management, Inc	5	1	0.02%	0.02%	0.03%	Q4 2016	Q3 2023	6
Stone Asset Management Inc.	6	6	3.38%	4.05%	4.54%	Q4 2021	Q1 2023	6
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	4	1	0.09%	0.92%	2.01%	Q4 2019	Q3 2023	6
VANTAGEPOINT INVESTMENT ADVISERS LLC	6	6	0.56%	1.84%	5.24%	Q2 2022	Q3 2023	6
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2	1	0.01%	0.04%	0.17%	Q1 2014	Q3 2022	6
Strategic Financial Services, Inc,	5	1	0.06%	0.06%	0.08%	Q2 2014	Q4 2015	6
STEWARD CAPITAL MANAGEMENT/	6	6	3.86%	5.92%	9.24%	Q2 2013	Q3 2014	6
McCarthy Asset Management, Inc.	6	6	0.03%	0.03%	0.03%	Q4 2020	Q1 2022	6
Shamrock Asset Management LLC	5	1	0.03%	0.03%	0.03%	Q1 2014	Q2 2018	6
PARSONS CAPITAL MANAGEMENT INC/RI	5	1	0.01%	0.02%	0.03%	Q1 2015	Q3 2023	6
Virginia National Bank	6	6	0.96%	1.33%	1.83%	Q1 2022	Q2 2023	6
SNOW CAPITAL MANAGEMENT LP	2	1	0.02%	0.03%	0.04%	Q4 2013	Q4 2018	6
Lansing Street Advisors	6	6	0.02%	0.03%	0.04%	Q1 2022	Q2 2023	6
ACIMA PRIVATE WEALTH, LLC	6	6	0.19%	0.20%	0.21%	Q4 2020	Q1 2022	6
Dougherty Wealth Advisers LLC	6	6	3.20%	3.57%	3.76%	Q4 2018	Q1 2020	6
WHITE MOUNTAINS ADVISORS LLC	5	1	12.20%	19.41%	33.25%	Q4 2014	Q2 2016	6
Atlas Private Wealth Advisors	6	6	0.00%	0.01%	0.01%	Q2 2020	Q3 2021	6
STUDIO INVESTMENT MANAGEMENT LLC	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
TD Ameritrade Trust Co	6	6	0.00%	0.51%	3.05%	Q2 2013	Q3 2014	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.19%	0.26%	0.36%	Q4 2021	Q3 2023	6
Navalign, LLC	6	6	0.19%	0.27%	0.37%	Q1 2021	Q2 2022	6
PagnatoKarp Partners LLC	3	3	0.12%	0.18%	0.22%	Q1 2018	Q1 2020	6
Accurate Wealth Management, LLC	6	6	0.20%	0.28%	0.47%	Q2 2022	Q3 2023	6
Demars Financial Group, LLC	6	6	3.17%	3.29%	3.39%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	1.44%	1.71%	2.06%	Q2 2022	Q3 2023	6
NORTH AMERICAN MANAGEMENT CORP	6	6	0.04%	0.93%	2.18%	Q4 2019	Q1 2021	6
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	6	6	1.77%	2.01%	2.12%	Q2 2013	Q3 2014	6
Rosenberg Matthew Hamilton	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.11%	0.14%	0.20%	Q2 2022	Q3 2023	6
US FINANCIAL ADVISORS, LLC	4	2	0.10%	0.25%	0.50%	Q2 2015	Q1 2021	6
Platform Technology Partners	5	1	0.13%	0.15%	0.16%	Q4 2020	Q2 2022	6
Intrepid Financial Planning Group LLC	6	6	0.99%	1.06%	1.14%	Q2 2022	Q3 2023	6
PFG Private Wealth Management, LLC	6	6	0.01%	0.03%	0.04%	Q2 2022	Q3 2023	6
Banque Cantonale Vaudoise	4	1	0.02%	0.04%	0.08%	Q4 2019	Q2 2022	6
VANCE WEALTH, INC.	6	6	0.65%	0.96%	1.52%	Q2 2022	Q3 2023	6
Stewardship Financial Advisors, LLC	6	6	0.03%	0.03%	0.03%	Q3 2018	Q4 2019	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.10%	0.11%	0.11%	Q4 2020	Q1 2022	6
Steinberg Global Asset Management	6	6	0.04%	0.04%	0.05%	Q4 2017	Q1 2019	6
Anfield Capital Management, LLC	5	5	0.07%	0.68%	0.97%	Q4 2019	Q4 2020	5
Bell Bank	4	1	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	5
WEXFORD CAPITAL LP	1	1	0.07%	0.52%	1.06%	Q3 2020	Q3 2023	5
BURKE & HERBERT BANK & TRUST CO	4	1	0.24%	0.26%	0.28%	Q1 2015	Q4 2019	5
SECURITY NATIONAL BANK OF SO DAK	1	1	0.17%	0.98%	3.50%	Q4 2016	Q4 2021	5
LATHROP INVESTMENT MANAGEMENT CORP	3	2	0.05%	0.05%	0.05%	Q4 2021	Q1 2023	5
JANA PARTNERS LLC	2	1	0.06%	0.22%	0.64%	Q2 2016	Q2 2018	5
CENTRAL BANK & TRUST CO	5	5	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	5
CREDIT AGRICOLE S A	4	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2017	5
Avalon Investment & Advisory	5	5	0.02%	0.04%	0.12%	Q1 2019	Q1 2020	5
SOUTH TEXAS MONEY MANAGEMENT LTD	5	5	0.05%	0.20%	0.35%	Q3 2018	Q3 2019	5
COHEN & STEERS, INC.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
CUTLER INVESTMENT COUNSEL LLC	2	1	0.04%	0.10%	0.30%	Q4 2017	Q4 2019	5
DSC Advisors, L.P.	2	1	0.38%	2.14%	6.86%	Q2 2013	Q2 2017	5
Cadence Bank	5	5	0.06%	0.07%	0.07%	Q3 2022	Q3 2023	5
HHG & Company, LLC	5	5	0.24%	0.24%	0.25%	Q2 2013	Q2 2014	5
GRANDFIELD & DODD, LLC	4	1	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	5
Jane Street Holding, LLC	3	3	0.01%	0.21%	0.69%	Q2 2013	Q4 2013	5
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	5	5	0.03%	0.04%	0.04%	Q3 2022	Q3 2023	5
Mathes Company, Inc.	5	5	0.10%	0.10%	0.11%	Q4 2016	Q4 2017	5
Hudson Bay Capital Management LP	5	5	0.28%	0.58%	1.06%	Q2 2014	Q2 2015	5
Wilmington Trust Investment Management, LLC	5	5	0.13%	0.19%	0.24%	Q2 2013	Q2 2014	5
Narwhal Capital Management	5	5	0.06%	0.06%	0.08%	Q4 2020	Q4 2021	5
RiverFront Investment Group, LLC	5	5	0.01%	0.02%	0.02%	Q1 2021	Q1 2022	5
Argentus Capital Management, LLC	5	5	0.08%	0.28%	0.49%	Q3 2015	Q3 2016	5
Rock Creek Group, LP	5	5	1.95%	3.23%	4.50%	Q1 2022	Q1 2023	5
BSW Wealth Partners	5	5	0.11%	0.12%	0.13%	Q3 2022	Q3 2023	5
Smart Portfolios, LLC	4	1	0.55%	3.29%	4.45%	Q3 2018	Q2 2021	5
Camarda Financial Advisors, LLC	2	1	0.00%	0.21%	0.55%	Q2 2013	Q2 2023	5
DT Investment Partners, LLC	5	5	0.48%	0.58%	0.64%	Q3 2022	Q3 2023	5
Wilmington Trust, National Association	5	5	1.59%	1.62%	1.69%	Q2 2013	Q2 2014	5
Vulcan Value Partners, LLC	1	1	0.00%	0.02%	0.03%	Q4 2016	Q2 2022	5
Horizon Investments, LLC	5	5	0.71%	3.29%	13.12%	Q2 2013	Q2 2014	5
Colonial Trust Advisors	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Beacon Capital Management, Inc.	4	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2021	5
Advisory Alpha, LLC	3	1	0.03%	0.03%	0.04%	Q1 2019	Q3 2020	5
Madrona Financial Services, LLC	4	1	0.10%	0.12%	0.15%	Q2 2022	Q3 2023	5
Carlson Capital Management	4	1	0.02%	0.08%	0.11%	Q1 2019	Q3 2023	5
Winch Advisory Services, LLC	3	1	0.01%	0.02%	0.02%	Q1 2014	Q2 2018	5
PECAUT & CO.	4	1	0.00%	0.06%	0.07%	Q3 2019	Q3 2023	5
STRINGER ASSET MANAGEMENT, LLC	5	5	1.02%	2.21%	3.01%	Q1 2020	Q1 2021	5
Quadrant Capital Management, LLC	5	5	0.48%	0.50%	0.53%	Q4 2018	Q4 2019	5
Belvedere Trading LLC	2	1	0.00%	0.08%	0.29%	Q2 2021	Q4 2022	5
Eukles Asset Management	5	5	0.01%	0.01%	0.01%	Q4 2018	Q4 2019	5
Gupta Wealth Management LLC	5	5	0.06%	0.08%	0.14%	Q1 2015	Q1 2016	5
Financial Enhancement Group LLC	4	1	0.00%	0.00%	0.01%	Q1 2018	Q3 2019	5
Harfst & Associates, Inc.	5	5	0.19%	0.55%	1.66%	Q2 2015	Q2 2016	5
Ken Stern & Associates, Inc.	5	5	2.85%	3.11%	3.85%	Q3 2016	Q3 2017	5
Well Done, LLC	3	1	0.01%	0.25%	0.37%	Q1 2017	Q4 2022	5
Crescent Capital Consulting, LLC	5	5	2.32%	2.64%	2.89%	Q4 2020	Q4 2021	5
First Capital Advisors Group, LLC.	4	1	0.01%	0.01%	0.02%	Q1 2018	Q2 2023	5
Riverpoint Wealth Management Holdings, LLC	5	5	0.12%	0.12%	0.14%	Q3 2022	Q3 2023	5
L2 Asset Management, LLC	4	1	0.20%	3.73%	5.79%	Q2 2021	Q3 2022	5
Harvest Fund Management Co., Ltd	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
Blue Granite Capital, LLC	5	5	0.01%	0.14%	0.35%	Q4 2016	Q4 2017	5
Forefront Analytics, LLC	4	1	0.01%	0.41%	0.61%	Q4 2017	Q1 2020	5
TPG Financial Advisors, LLC	5	5	1.31%	1.53%	1.65%	Q3 2022	Q3 2023	5
MPS Loria Financial Planners, LLC	4	1	0.03%	0.03%	0.04%	Q2 2017	Q1 2021	5
Manning & Napier Group, LLC	4	1	0.02%	0.03%	0.07%	Q2 2018	Q3 2019	5
Virtue Capital Management, LLC	4	1	0.01%	0.19%	0.27%	Q4 2017	Q3 2023	5
Luken Investment Analytics, LLC	4	1	0.01%	0.08%	0.10%	Q4 2020	Q3 2023	5
Financial Services Advisory Inc	4	1	0.16%	1.44%	5.89%	Q4 2019	Q1 2022	5
Beacon Pointe Wealth Advisors, LLC	5	5	1.50%	1.75%	2.37%	Q4 2018	Q4 2019	5
LITTLE HOUSE CAPITAL LLC	3	1	0.03%	0.15%	0.23%	Q1 2019	Q4 2022	5
INNEALTA CAPITAL, LLC	5	5	0.97%	2.03%	2.55%	Q1 2021	Q1 2022	5
RVW Wealth, LLC	5	5	0.15%	0.16%	0.16%	Q4 2022	Q4 2023	5
CM WEALTH ADVISORS LLC	3	2	0.06%	0.29%	0.44%	Q2 2022	Q3 2023	5
ERTS Wealth Advisors, LLC	2	1	0.05%	0.11%	0.24%	Q4 2018	Q4 2021	5
Trek Financial, LLC	3	2	0.02%	0.18%	0.31%	Q4 2018	Q3 2023	5
TRADITION ASSET MANAGEMENT LLC	5	5	0.14%	0.19%	0.21%	Q2 2019	Q2 2020	5
PYA Waltman Capital, LLC	4	1	0.05%	0.05%	0.05%	Q1 2021	Q3 2022	5
Soltis Investment Advisors LLC	5	5	0.04%	0.04%	0.05%	Q3 2022	Q3 2023	5
BERRY GROUP, LLC	5	5	2.24%	2.39%	2.56%	Q4 2019	Q4 2020	5
Blue Zone Wealth Advisors, LLC	4	1	0.09%	0.24%	0.36%	Q1 2020	Q1 2022	5
Private Wealth Strategies, L.L.C.	5	5	0.08%	0.09%	0.10%	Q3 2022	Q3 2023	5
Auxano Advisors, LLC	5	5	0.21%	0.22%	0.24%	Q3 2022	Q3 2023	5
Northstar Advisory Group, LLC	3	2	1.12%	1.65%	2.62%	Q4 2020	Q1 2022	5
WFA of San Diego, LLC	2	1	0.01%	0.02%	0.05%	Q2 2020	Q3 2023	5
Hexagon Capital Partners LLC	5	5	0.00%	0.01%	0.02%	Q3 2022	Q3 2023	5
Journey Advisory Group, LLC	5	5	0.04%	0.05%	0.07%	Q3 2022	Q3 2023	5
Continuum Advisory, LLC	5	5	0.05%	0.08%	0.11%	Q3 2022	Q3 2023	5
Coppell Advisory Solutions LLC	4	1	0.15%	0.62%	2.28%	Q4 2020	Q3 2023	5
Rollins Financial	5	5	0.08%	0.12%	0.18%	Q1 2022	Q1 2023	5
TECTONIC ADVISORS LLC	3	2	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	5
Austin Asset Management Co Inc	5	5	0.07%	0.08%	0.09%	Q3 2022	Q3 2023	5
Cassady Schiller Wealth Management, LLC	4	1	0.02%	0.14%	0.27%	Q4 2021	Q3 2023	5
EUDAIMONIA ADVISORS LLC	5	5	0.14%	0.17%	0.26%	Q4 2021	Q4 2022	5
Sandy Cove Advisors, LLC	3	2	0.05%	0.12%	0.19%	Q4 2021	Q3 2023	5
KENFARB & CO.	5	5	0.07%	0.07%	0.07%	Q3 2022	Q3 2023	5
Zullo Investment Group, Inc.	5	5	0.01%	0.01%	0.01%	Q4 2021	Q4 2022	5
REDMONT WEALTH ADVISORS LLC	5	5	0.70%	0.71%	0.72%	Q4 2021	Q4 2022	5
Planning Center, Inc.	5	5	0.07%	0.26%	0.70%	Q4 2021	Q4 2022	5
SBK Financial, Inc.	5	5	0.24%	0.34%	0.43%	Q4 2021	Q4 2022	5
High Net Worth Advisory Group LLC	5	5	0.06%	0.09%	0.21%	Q4 2021	Q4 2022	5
WILLNER & HELLER, LLC	5	5	0.47%	0.49%	0.51%	Q4 2021	Q4 2022	5
ANGELES WEALTH MANAGEMENT, LLC	5	5	0.01%	0.19%	0.27%	Q3 2022	Q3 2023	5
Coastwise Capital Group, LLC	5	5	0.37%	0.39%	0.44%	Q3 2022	Q3 2023	5
Colonial Trust Co / SC	5	5	0.32%	0.35%	0.40%	Q3 2022	Q3 2023	5
FIRST HORIZON CORP	4	1	0.21%	1.86%	2.78%	Q2 2013	Q2 2021	5
COMMUNITY BANK SYSTEM, INC.	5	5	1.22%	1.25%	1.29%	Q3 2013	Q3 2014	5
ARS Investment Partners, LLC	4	1	0.02%	0.02%	0.03%	Q2 2021	Q2 2023	5
Legal & General Group Plc	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
ANDERSON HOAGLAND & CO	4	1	0.04%	0.14%	0.19%	Q4 2020	Q3 2023	5
ZWJ INVESTMENT COUNSEL INC	2	1	0.03%	0.03%	0.04%	Q1 2017	Q1 2021	5
BARRETT & COMPANY, INC.	5	5	0.78%	0.84%	0.90%	Q3 2022	Q3 2023	5
Banco Santander, S.A.	3	1	0.00%	0.01%	0.01%	Q2 2019	Q3 2021	5
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	5	5	0.04%	0.05%	0.06%	Q3 2022	Q3 2023	5
BARINGS LLC	2	1	0.02%	0.10%	0.13%	Q4 2014	Q2 2019	5
WILMINGTON TRUST CO	5	5	1.14%	1.20%	1.28%	Q2 2013	Q2 2014	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.00%	0.01%	0.01%	Q4 2016	Q4 2017	5
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	5	5	0.10%	0.11%	0.12%	Q4 2021	Q4 2022	5
WISCONSIN CAPITAL MANAGEMENT LLC	5	5	0.08%	0.08%	0.08%	Q4 2013	Q4 2014	5
Sowa Financial Group, Inc.	3	1	0.00%	0.02%	0.05%	Q4 2019	Q4 2020	4
Breakwater Capital Group	4	4	3.00%	3.64%	4.64%	Q4 2022	Q3 2023	4
AFS Financial Group, LLC	4	4	0.42%	0.43%	0.45%	Q4 2022	Q3 2023	4
GFG Capital, LLC	1	1	0.04%	0.11%	0.18%	Q4 2019	Q4 2022	4
Richard W. Paul & Associates, LLC	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
LBA Wealth Management, LLC	4	4	0.01%	0.02%	0.02%	Q2 2016	Q1 2017	4
Wealth Quarterback LLC	2	2	0.04%	0.05%	0.06%	Q4 2019	Q3 2021	4
REGIMEN WEALTH, LLC	4	4	0.31%	0.48%	0.81%	Q4 2022	Q3 2023	4
Charles Schwab Trust Co	3	1	0.03%	0.06%	0.15%	Q2 2020	Q3 2023	4
SCOTIA CAPITAL INC.	3	1	0.00%	0.00%	0.00%	Q4 2016	Q2 2021	4
HighVista Strategies LLC	4	4	1.85%	2.39%	3.46%	Q2 2022	Q1 2023	4
CHILTON INVESTMENT CO INC.	3	1	0.01%	0.03%	0.04%	Q3 2021	Q3 2022	4
Elevated Capital Advisors, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Sabal Trust CO	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Sonora Investment Management Group, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Investment Research & Advisory Group, Inc.	4	4	0.06%	0.07%	0.09%	Q4 2019	Q3 2020	4
Strategic Capital Group LLC	3	1	0.00%	0.01%	0.01%	Q2 2013	Q2 2014	4
Lion Street Advisors, LLC	3	1	0.12%	0.42%	0.74%	Q3 2021	Q3 2023	4
Exchange Capital Management, Inc.	3	1	0.03%	0.12%	0.34%	Q3 2014	Q2 2018	4
Cassaday & Co Wealth Management LLC	4	4	2.37%	2.50%	2.73%	Q4 2022	Q3 2023	4
Watson Rebecca	4	4	0.43%	0.50%	0.58%	Q4 2019	Q3 2020	4
Waterloo Capital, L.P.	3	1	0.20%	1.65%	2.39%	Q1 2020	Q3 2023	4
RF&L WEALTH MANAGEMENT, LLC	4	4	0.98%	1.01%	1.03%	Q4 2022	Q3 2023	4
STRATEGIC WEALTH MANAGEMENT INC	4	4	3.05%	3.56%	3.98%	Q3 2018	Q2 2019	4
Park Place Capital Corp	4	4	0.43%	0.50%	0.69%	Q4 2022	Q3 2023	4
Park Edge Advisors, LLC	4	4	0.18%	0.21%	0.26%	Q4 2022	Q3 2023	4
Wealth Management Solutions, LLC	4	4	0.24%	0.26%	0.29%	Q4 2022	Q3 2023	4
Douglass Winthrop Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.12%	0.48%	0.62%	Q4 2020	Q3 2021	4
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.07%	0.13%	0.19%	Q2 2013	Q2 2021	4
Clearview Wealth Advisors LLC	3	1	0.00%	0.04%	0.12%	Q1 2021	Q4 2022	4
VitalStone Financial, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	2	1	0.00%	0.01%	0.01%	Q4 2016	Q2 2018	4
SILVER OAK SECURITIES, INCORPORATED	3	1	0.00%	0.04%	0.09%	Q3 2022	Q3 2023	4
HIGH POINTE CAPITAL MANAGEMENT LLC	2	1	0.28%	0.44%	0.64%	Q4 2015	Q4 2021	4
PERRITT CAPITAL MANAGEMENT INC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
NORTHEAST INVESTMENT MANAGEMENT	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
AlphaQ Advisors LLC	4	4	0.68%	0.88%	1.01%	Q4 2022	Q3 2023	4
Koesten, Hirschmann & Crabtree, INC.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
McGinn Penninger Investment Management, Inc.	4	4	0.38%	0.42%	0.52%	Q1 2021	Q4 2021	4
TIFF ADVISORY SERVICES, LLC	4	4	1.83%	2.27%	3.32%	Q3 2022	Q2 2023	4
Private Advisory Group LLC	4	4	0.75%	0.78%	0.84%	Q2 2018	Q1 2019	4
Bayesian Capital Management, LP	2	1	0.06%	0.10%	0.17%	Q4 2019	Q3 2022	4
Strategic Capital Alternatives LLC	3	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2015	4
CHAPIN DAVIS, INC.	4	4	0.27%	0.30%	0.33%	Q4 2022	Q3 2023	4
SENTINEL TRUST CO LBA	3	1	0.07%	0.13%	0.19%	Q2 2013	Q2 2014	4
Talisman Wealth Advisors LLC	4	4	0.84%	1.06%	1.32%	Q4 2022	Q3 2023	4
FIRST TRUST ADVISORS LP	3	1	0.00%	0.00%	0.01%	Q2 2021	Q3 2022	4
TITLEIST CAPITAL, LLC	4	4	0.10%	0.11%	0.12%	Q1 2022	Q4 2022	4
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4	4	0.01%	0.01%	0.02%	Q4 2017	Q3 2018	4
New Republic Capital, LLC	4	4	1.54%	1.65%	1.90%	Q4 2022	Q3 2023	4
RIVERSVILLE CAPITAL, INC.	4	4	8.62%	16.40%	36.54%	Q2 2013	Q1 2014	4
Tanglewood Legacy Advisors, LLC	4	4	2.68%	2.88%	3.25%	Q4 2022	Q3 2023	4
CHARTIST INC /CA/	4	4	0.21%	0.34%	0.49%	Q2 2021	Q1 2022	4
Leucadia National	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
QCM Cayman, Ltd.	2	1	0.06%	0.43%	0.77%	Q1 2014	Q3 2021	4
American Research & Management Co.	4	4	0.01%	0.01%	0.01%	Q2 2013	Q1 2014	4
TEALWOOD ASSET MANAGEMENT INC	4	4	0.08%	0.09%	0.10%	Q1 2017	Q4 2017	4
RATIONAL ADVISORS LLC	2	2	0.02%	0.08%	0.22%	Q1 2012	Q4 2022	4
CoreCap Advisors, LLC	3	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	4
SHEETS SMITH WEALTH MANAGEMENT	3	1	0.01%	0.42%	0.58%	Q4 2016	Q3 2023	4
Acorn Advisory Capital L.P.	4	4	0.94%	1.55%	3.28%	Q4 2017	Q3 2018	4
Clifford Group, LLC	4	4	1.58%	1.77%	2.00%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.07%	0.08%	0.09%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Rain Capital Management, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Curi Wealth Management, LLC	3	1	0.01%	0.02%	0.04%	Q4 2020	Q2 2022	4
Northern Financial Advisors Inc	4	4	0.21%	0.23%	0.26%	Q4 2022	Q3 2023	4
STAR Financial Bank	4	4	4.19%	4.40%	4.76%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.66%	0.75%	0.80%	Q4 2022	Q3 2023	4
INSTITUTIONAL CAPITAL LLC	2	1	0.00%	0.01%	0.01%	Q4 2013	Q4 2016	4
Kalos Management, Inc.	3	1	0.02%	0.04%	0.04%	Q4 2015	Q2 2023	4
Gallacher Capital Management LLC	4	4	0.18%	0.19%	0.19%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Sharper & Granite LLC	4	4	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	4
Verum Partners LLC	4	4	0.18%	0.55%	1.41%	Q4 2022	Q3 2023	4
ATALANTA SOSNOFF CAPITAL, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Vawter Financial, Ltd.	4	4	0.86%	0.99%	1.20%	Q4 2022	Q3 2023	4
Thai Life Insurance PCL.	4	4	4.24%	5.92%	7.03%	Q4 2016	Q3 2017	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.03%	0.05%	0.06%	Q4 2022	Q3 2023	4
HORIZON BANCORP INC /IN/	4	4	0.02%	0.04%	0.06%	Q4 2019	Q3 2020	4
FinTrust Investment Advisory Services, LLC	3	1	0.27%	0.75%	2.11%	Q2 2013	Q1 2018	4
Beaumont Financial Advisors, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
Advisor OS, LLC	3	1	0.04%	0.23%	0.78%	Q2 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.05%	0.06%	0.11%	Q4 2022	Q3 2023	4
Old Port Advisors	2	2	0.08%	0.09%	0.11%	Q1 2022	Q1 2023	4
O'Brien Wealth Partners LLC	3	1	0.11%	0.12%	0.15%	Q1 2018	Q1 2022	4
RFP Financial Group LLC	4	4	0.49%	0.71%	1.34%	Q4 2022	Q3 2023	4
Alpha Financial Advisors, LLC	4	4	0.40%	0.45%	0.55%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.42%	0.49%	0.65%	Q4 2022	Q3 2023	4
Menard Financial Group LLC	4	4	0.68%	3.26%	8.09%	Q4 2019	Q3 2020	4
Mill Creek Capital Advisors, LLC	4	4	0.03%	0.22%	0.42%	Q4 2022	Q3 2023	4
Schneider Downs Wealth Management Advisors, LP	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Sterling Investment Advisors, Ltd.	3	1	0.00%	0.01%	0.02%	Q1 2018	Q3 2019	4
Texan Capital Management	4	4	0.15%	0.23%	0.45%	Q2 2013	Q1 2014	4
Cyndeo Wealth Partners, LLC	4	4	0.07%	0.11%	0.17%	Q4 2022	Q3 2023	4
IMA Wealth, Inc.	3	1	0.01%	0.02%	0.06%	Q2 2015	Q4 2018	4
Schonfeld Strategic Advisors LLC	3	1	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.17%	0.23%	0.29%	Q4 2022	Q3 2023	4
Sterling Financial Planning, Inc.	4	4	0.04%	0.04%	0.06%	Q4 2020	Q3 2021	4
Legacy Trust	4	4	0.20%	0.21%	0.22%	Q4 2022	Q3 2023	4
Truvestments Capital LLC	2	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2021	4
Coston, McIsaac & Partners	4	4	0.00%	0.00%	0.00%	Q2 2022	Q1 2023	4
Live Oak Investment Partners	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
CABANA LLC	2	1	0.00%	1.02%	2.86%	Q1 2019	Q2 2021	4
New England Investment & Retirement Group, Inc.	4	4	0.13%	0.14%	0.15%	Q4 2020	Q3 2021	4
Callan Family Office, LLC	4	4	5.99%	6.84%	8.86%	Q4 2022	Q3 2023	4
Index Fund Advisors, Inc.	4	4	0.02%	0.02%	0.04%	Q4 2021	Q3 2022	4
Bleakley Financial Group, LLC	4	4	0.37%	0.40%	0.42%	Q4 2022	Q3 2023	4
Pacific Sage Partners, LLC	4	4	5.52%	6.37%	7.23%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.10%	0.11%	0.13%	Q4 2022	Q3 2023	4
ROMAN BUTLER FULLERTON & CO	2	1	0.66%	1.16%	1.70%	Q1 2021	Q4 2022	4
Windsor Capital Management, LLC	3	1	0.01%	0.02%	0.03%	Q2 2013	Q3 2015	4
Intrua Financial, LLC	4	4	0.05%	0.06%	0.06%	Q2 2022	Q1 2023	4
LWMG, LLC	4	4	2.16%	4.01%	5.06%	Q4 2022	Q3 2023	4
LUTS & GREENLEIGH GROUP, INC	4	4	1.53%	1.69%	1.86%	Q4 2022	Q3 2023	4
Armbruster Capital Management, Inc.	4	4	0.02%	0.02%	0.02%	Q1 2017	Q4 2017	4
Cardan Capital Partners, LLC	4	4	0.02%	0.03%	0.03%	Q4 2020	Q3 2021	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.02%	0.16%	0.56%	Q4 2022	Q3 2023	4
Balboa Wealth Partners	4	4	0.08%	0.24%	0.52%	Q3 2022	Q2 2023	4
AlphaCore Capital LLC	3	1	0.01%	0.03%	0.08%	Q2 2022	Q3 2023	4
Cordatus Wealth Management LLC	3	1	0.31%	0.56%	0.75%	Q4 2018	Q1 2022	4
First National Bank of Mount Dora, Trust Investment Services	4	4	0.06%	0.06%	0.06%	Q1 2023	Q4 2023	4
Arista Wealth Management, LLC	4	4	0.61%	0.81%	1.09%	Q4 2022	Q3 2023	4
Financial Gravity Asset Management, Inc.	3	1	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	4
FutureAdvisor, Inc.	4	4	0.15%	0.19%	0.24%	Q4 2014	Q3 2015	4
Moss Adams Wealth Advisors LLC	4	4	0.09%	0.11%	0.14%	Q4 2022	Q3 2023	4
Miller Investment Management, LP	4	4	0.24%	0.24%	0.26%	Q4 2022	Q3 2023	4
Lakewood Asset Management LLC	4	4	0.96%	0.97%	0.99%	Q4 2022	Q3 2023	4
Swaine & Leidel Wealth Services, LLC	2	1	0.22%	0.26%	0.34%	Q4 2020	Q1 2022	4
HoyleCohen, LLC	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
Y-Intercept (Hong Kong) Ltd	2	1	0.04%	0.10%	0.18%	Q4 2021	Q3 2023	4
NATIONAL INVESTMENT SERVICES INC /WI	1	1	1.11%	3.31%	6.68%	Q4 2015	Q4 2018	4
Summit Investment Advisory Services, LLC	4	4	0.15%	0.18%	0.26%	Q4 2022	Q3 2023	4
Regency Capital Management Inc.\DE	4	4	0.02%	0.02%	0.03%	Q1 2021	Q4 2021	4
Cavalier Investments, LLC	4	4	0.13%	0.46%	0.82%	Q3 2016	Q2 2017	4
KARLINSKI ANDREW C	4	4	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	4
Cleary Gull Holdings Inc.	4	4	0.41%	0.97%	1.28%	Q2 2015	Q1 2016	4
Arlington Partners LLC	2	2	0.00%	0.03%	0.09%	Q2 2018	Q3 2023	4
AlphaCentric Advisors LLC	2	1	0.12%	1.20%	2.15%	Q4 2021	Q3 2023	4
PETREDIS INVESTMENT ADVISORS LLC	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Windsor Advisory Group, LLC	4	4	0.21%	0.22%	0.24%	Q4 2022	Q3 2023	4
Simplicity Wealth,LLC	4	4	0.37%	0.88%	1.21%	Q4 2022	Q3 2023	4
INR ADVISORY SERVICES LLC	4	4	0.02%	0.02%	0.02%	Q2 2013	Q1 2014	4
Fortis Advisors, LLC	4	4	0.01%	0.01%	0.02%	Q3 2017	Q2 2018	4
MYECFO, LLC	4	4	0.46%	0.63%	1.06%	Q4 2022	Q3 2023	4
C2C Wealth Management, LLC	4	4	0.06%	0.06%	0.06%	Q4 2021	Q3 2022	4
Lourd Capital, LLC	4	4	0.03%	0.04%	0.04%	Q3 2018	Q2 2019	4
Stearns Financial Services Group	4	4	0.00%	0.00%	0.00%	Q1 2019	Q4 2019	4
Global Wealth Strategies & Associates	4	4	0.01%	0.01%	0.01%	Q1 2023	Q4 2023	4
Human Investing LLC	4	4	0.01%	0.03%	0.05%	Q4 2019	Q3 2020	4
Mirae Asset Global Investments Co., Ltd.	2	1	0.01%	0.12%	0.28%	Q4 2018	Q1 2021	4
Great Waters Wealth Management	4	4	0.41%	0.45%	0.51%	Q4 2022	Q3 2023	4
CCG WEALTH MANAGEMENT, LLC	4	4	0.13%	0.20%	0.27%	Q1 2022	Q4 2022	4
Fulcrum Capital LLC	2	2	0.08%	0.10%	0.13%	Q4 2017	Q4 2018	4
Bank OZK	4	4	0.07%	0.08%	0.10%	Q4 2016	Q3 2017	4
BG Investment Services, Inc.	4	4	1.87%	1.91%	1.94%	Q1 2022	Q4 2022	4
Life Planning Partners, Inc	4	4	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	4
Shone Asset Management LLC	4	4	1.88%	2.15%	2.49%	Q1 2020	Q4 2020	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.20%	0.26%	0.28%	Q2 2017	Q1 2018	4
Peachtree Investment Advisors, Inc.	4	4	0.02%	0.03%	0.03%	Q3 2014	Q2 2015	4
Brio Consultants, LLC	3	1	0.06%	0.08%	0.09%	Q2 2019	Q3 2020	4
Belmont Global Advisors, Inc.	4	4	0.23%	0.29%	0.33%	Q2 2014	Q1 2015	4
Strategic Family Wealth Counselors, L.L.C.	4	4	0.10%	0.10%	0.10%	Q4 2022	Q3 2023	4
Stone Point Wealth LLC	2	2	0.12%	0.15%	0.24%	Q4 2021	Q3 2023	4
Cullen Capital Management, LLC	2	2	0.00%	0.02%	0.06%	Q3 2021	Q4 2022	4
Legend Financial Advisors, Inc.	4	4	0.01%	0.01%	0.01%	Q3 2022	Q2 2023	4
REBALANCE, LLC	4	4	0.43%	0.44%	0.45%	Q4 2022	Q3 2023	4
Trivant Custom Portfolio Group, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Russell Investments Group, Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
AMP Capital Investors Ltd	3	3	0.13%	0.23%	0.30%	Q1 2016	Q3 2016	3
Rodgers & Associates, LTD	2	1	0.03%	0.03%	0.04%	Q3 2021	Q3 2023	3
Orion Capital Management LLC	2	1	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	3
ELEMENT CAPITAL MANAGEMENT LLC	3	3	0.07%	0.08%	0.09%	Q3 2018	Q1 2019	3
Cornerstone Planning Group LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
Filbrandt Wealth Management, LLC	3	3	0.00%	0.01%	0.02%	Q4 2019	Q2 2020	3
J.Safra Asset Management Corp	3	3	0.06%	0.13%	0.24%	Q4 2020	Q2 2021	3
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2018	3
WEALTHFRONT Corp	1	1	0.00%	0.01%	0.01%	Q4 2014	Q3 2017	3
Jump Trading, LLC	1	1	0.04%	0.08%	0.16%	Q4 2017	Q4 2018	3
Stelac Advisory Services LLC	2	1	0.02%	0.03%	0.04%	Q2 2020	Q2 2021	3
BHF Kleinwort Benson Group S.A.	3	3	0.04%	0.04%	0.04%	Q1 2014	Q3 2014	3
Mizuho Bank, Ltd.	1	1	2.53%	16.90%	29.24%	Q4 2018	Q4 2021	3
Clear Harbor Asset Management, LLC	1	1	0.01%	0.01%	0.02%	Q2 2014	Q3 2020	3
PZENA INVESTMENT MANAGEMENT LLC	3	3	0.01%	0.01%	0.01%	Q2 2020	Q4 2020	3
Ally Financial Inc.	3	3	0.96%	1.69%	2.08%	Q2 2017	Q4 2017	3
Lombard Odier Asset Management (USA) Corp	1	1	0.17%	0.92%	2.02%	Q1 2021	Q1 2022	3
Gerber Kawasaki Wealth & Investment Management	2	1	0.00%	0.01%	0.02%	Q3 2021	Q4 2022	3
PEOPLES FINANCIAL SERVICES CORP.	2	1	0.01%	0.01%	0.01%	Q3 2016	Q2 2017	3
COWEN INC.	3	3	3.80%	4.91%	6.24%	Q1 2013	Q3 2013	3
WCG Wealth Advisors LLC	1	1	0.00%	0.09%	0.17%	Q3 2022	Q3 2023	3
EXCHANGE TRADED CONCEPTS, LLC	3	3	0.04%	0.04%	0.04%	Q4 2020	Q2 2021	3
McAdams Wright Ragen, Inc.	3	3	0.16%	0.17%	0.17%	Q2 2013	Q4 2013	3
Alpha Omega Wealth Management LLC	3	3	0.02%	0.03%	0.06%	Q4 2018	Q2 2019	3
NorthCoast Asset Management LLC	3	3	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	3
Verition Fund Management LLC	1	1	0.01%	0.03%	0.05%	Q2 2014	Q3 2020	3
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	3	3	0.07%	0.08%	0.09%	Q1 2014	Q3 2014	3
GTS SECURITIES LLC	2	2	0.00%	0.08%	0.20%	Q2 2023	Q3 2023	3
MOORE CAPITAL MANAGEMENT, LP	1	1	0.02%	0.06%	0.10%	Q1 2014	Q4 2022	3
WIPFLI FINANCIAL ADVISORS LLC,	3	3	0.03%	0.03%	0.03%	Q1 2022	Q3 2022	3
NORTHWEST INVESTMENT COUNSELORS, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
WealthTrust Fairport, LLC	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Capital World Investors	1	1	0.00%	0.00%	0.00%	Q3 2020	Q4 2022	3
SUMITOMO MITSUI FINANCIAL GROUP, INC.	3	3	0.25%	0.47%	0.60%	Q1 2022	Q3 2022	3
Perpetual Ltd	3	3	0.73%	3.99%	6.21%	Q1 2020	Q3 2020	3
Signature Wealth Management Group	3	3	0.08%	0.08%	0.08%	Q4 2017	Q2 2018	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.03%	0.05%	0.07%	Q1 2023	Q3 2023	3
Weiss Multi-Strategy Advisers LLC	2	1	0.05%	0.09%	0.18%	Q1 2018	Q3 2021	3
GAMCO INVESTORS, INC. ET AL	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Strategic Financial Concepts, LLC	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Donald Smith & Co.	3	3	0.07%	0.08%	0.08%	Q1 2023	Q3 2023	3
Windsor Creek Advisors, LLC	3	3	0.28%	0.30%	0.31%	Q4 2020	Q2 2021	3
Phocas Financial Corp.	3	3	0.14%	0.17%	0.19%	Q1 2023	Q3 2023	3
Genesis Wealth Advisors, LLC	3	3	0.42%	0.50%	0.54%	Q4 2014	Q2 2015	3
Aris Wealth Services, Inc.	3	3	0.04%	0.06%	0.08%	Q1 2015	Q3 2015	3
SFE Investment Counsel	3	3	0.20%	0.23%	0.26%	Q2 2018	Q4 2018	3
Biltmore Family Office, LLC	2	1	0.01%	0.03%	0.06%	Q4 2019	Q4 2022	3
Bromfield Sneider Wealth Advisors	2	1	0.22%	0.29%	0.34%	Q2 2022	Q4 2023	3
Yorktown Management & Research Co Inc	3	3	0.42%	1.04%	1.71%	Q1 2017	Q3 2017	3
Tanager Wealth Management LLP	3	3	0.06%	0.07%	0.07%	Q1 2023	Q3 2023	3
NorthCrest Asset Manangement, LLC	3	3	0.01%	0.08%	0.12%	Q1 2023	Q3 2023	3
ERn Financial, LLC	2	1	0.06%	0.21%	0.36%	Q4 2019	Q4 2021	3
Legacy Financial Advisors, Inc.	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Rinkey Investments	1	1	1.49%	1.89%	2.58%	Q4 2021	Q3 2023	3
EWA, LLC	3	3	0.16%	0.17%	0.18%	Q1 2023	Q3 2023	3
BALYASNY ASSET MANAGEMENT L.P.	1	1	0.09%	0.13%	0.19%	Q3 2017	Q2 2021	3
SHEPHERD KAPLAN KROCHUK, LLC	3	3	0.14%	0.15%	0.17%	Q4 2018	Q2 2019	3
GEODE CAPITAL MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q4 2016	Q2 2017	3
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
VALLEY FORGE ASSET MANAGEMENT, LLC	3	3	0.03%	0.03%	0.03%	Q2 2013	Q4 2013	3
LEO BROKERAGE, LLC	2	1	0.03%	0.04%	0.06%	Q1 2022	Q2 2023	3
Acorn Wealth Advisors, LLC	3	3	0.09%	0.10%	0.10%	Q4 2017	Q2 2018	3
ALLSTATE CORP	3	3	2.76%	4.05%	4.93%	Q3 2020	Q1 2021	3
PALLADIEM, LLC	3	3	2.17%	3.41%	4.06%	Q4 2014	Q2 2015	3
UBS OCONNOR LLC	3	3	0.44%	0.54%	0.67%	Q3 2015	Q1 2016	3
JUMP TRADING, LLC	3	3	0.04%	0.09%	0.18%	Q2 2019	Q4 2019	3
BANK HAPOALIM BM	2	1	0.04%	0.06%	0.08%	Q4 2019	Q4 2020	3
Highview Capital Management LLC/DE/	3	3	0.22%	0.23%	0.23%	Q1 2023	Q3 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.27%	0.72%	0.98%	Q4 2021	Q2 2022	3
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	2	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2015	3
TOWER TRUST Co	3	3	0.16%	0.17%	0.17%	Q3 2013	Q1 2014	3
Custos Family Office, LLC	2	1	0.40%	1.39%	3.35%	Q4 2022	Q3 2023	3
HERITAGE INVESTORS MANAGEMENT CORP	3	3	0.02%	0.02%	0.04%	Q1 2015	Q3 2015	3
GW&K Investment Management, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Unified Trust Company, N.A.	3	3	0.08%	0.09%	0.09%	Q1 2021	Q3 2021	3
FolioMetrix LLC	3	3	1.25%	2.76%	3.74%	Q4 2014	Q2 2015	3
BAKER BOYER NATIONAL BANK	3	3	1.21%	1.25%	1.30%	Q3 2017	Q1 2018	3
Georgetown University	3	3	4.90%	6.55%	8.24%	Q4 2019	Q2 2020	3
Nan Shan Life Insurance Co., Ltd.	3	3	0.31%	0.32%	0.34%	Q3 2018	Q1 2019	3
NextCapital Advisers, Inc.	3	3	1.17%	9.00%	13.07%	Q1 2018	Q3 2018	3
Argent Wealth Management LLC	3	3	0.93%	1.07%	1.28%	Q4 2019	Q2 2020	3
Family Firm, Inc.	3	3	0.07%	0.09%	0.10%	Q1 2018	Q3 2018	3
CWS Financial Advisors, LLC	2	1	0.06%	0.08%	0.10%	Q2 2022	Q3 2023	3
Stanley-Laman Group, Ltd.	2	1	0.03%	0.08%	0.10%	Q4 2015	Q3 2023	3
Hamilton Point Investment Advisors, LLC	3	3	0.07%	0.07%	0.07%	Q1 2023	Q3 2023	3
Clear Creek Financial Management, LLC	2	1	0.18%	0.23%	0.33%	Q2 2019	Q3 2020	3
TCG Advisory Services, LLC	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
Tufton Capital Management	3	3	0.04%	0.04%	0.04%	Q2 2019	Q4 2019	3
LexAurum Advisors, LLC	3	3	0.06%	0.07%	0.08%	Q2 2021	Q4 2021	3
Pinnacle Private Wealth, LLC	3	3	0.10%	0.12%	0.14%	Q4 2021	Q2 2022	3
Bigelow Investment Advisors, LLC	3	3	0.13%	0.13%	0.14%	Q2 2019	Q4 2019	3
GM Advisory Group, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Flagship Private Wealth, LLC	3	3	0.10%	0.11%	0.11%	Q4 2020	Q2 2021	3
MRA Associates USA LLC	3	3	0.01%	0.05%	0.07%	Q1 2019	Q3 2019	3
Blume Capital Management, Inc.	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
NTB Financial Corp	3	3	0.22%	0.23%	0.24%	Q4 2021	Q2 2022	3
Fingerlakes Wealth Management, Inc.	3	3	0.28%	0.28%	0.29%	Q4 2021	Q2 2022	3
Bay Harbor Wealth Management, LLC	2	1	0.01%	0.01%	0.01%	Q3 2019	Q4 2022	3
Polaris Wealth Advisory Group, LLC	2	1	0.03%	0.04%	0.06%	Q4 2015	Q4 2021	3
East Coast Asset Management, LLC.	3	3	0.06%	0.07%	0.07%	Q4 2012	Q2 2013	3
Rikoon Group, LLC	3	3	0.16%	0.20%	0.27%	Q3 2016	Q1 2017	3
Headlands Technologies LLC	2	1	0.01%	0.05%	0.12%	Q4 2022	Q3 2023	3
PEAK FINANCIAL ADVISORS LLC	3	3	0.29%	0.33%	0.38%	Q3 2022	Q1 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.03%	0.05%	0.06%	Q4 2017	Q3 2018	3
High Falls Advisors, Inc	3	3	0.04%	0.05%	0.05%	Q4 2015	Q2 2016	3
Antonetti Capital Management LLC	2	1	0.30%	0.31%	0.32%	Q2 2010	Q4 2021	3
Nvest Financial, LLC	3	3	0.32%	0.47%	0.56%	Q1 2023	Q3 2023	3
Inscription Capital, LLC	2	1	0.00%	0.01%	0.04%	Q4 2018	Q2 2021	3
Capital Wealth Planning, LLC	3	3	0.03%	0.03%	0.04%	Q2 2019	Q4 2019	3
Clarkston Capital Partners, LLC	2	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	3
Capital International Investors	1	1	0.00%	0.00%	0.00%	Q3 2020	Q4 2022	3
Claro Advisors LLC	2	1	0.06%	0.07%	0.10%	Q4 2018	Q3 2023	3
Security National Bank	3	3	0.05%	0.06%	0.06%	Q1 2021	Q3 2021	3
Capula Management Ltd	3	3	2.32%	10.70%	15.06%	Q2 2016	Q4 2016	3
Delta Dental Plan of Michigan, Inc.	3	3	0.39%	0.40%	0.41%	Q4 2017	Q2 2018	3
Frisch Financial Group, Inc.	3	3	0.23%	0.23%	0.24%	Q4 2018	Q2 2019	3
BURNEY CO/	1	1	0.01%	0.02%	0.02%	Q4 2018	Q4 2021	3
Frontier Wealth Management LLC	3	3	0.05%	0.08%	0.11%	Q1 2020	Q3 2020	3
NewSquare Capital LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
WealthPlan Investment Management, LLC	2	1	0.04%	0.04%	0.04%	Q1 2022	Q4 2022	3
Aviance Capital Partners, LLC	2	1	0.05%	0.06%	0.06%	Q2 2018	Q1 2019	3
Cape Investment Advisory, Inc.	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
NovaPoint Capital, LLC	2	1	0.13%	0.19%	0.23%	Q4 2019	Q3 2023	3
James J. Burns & Company, LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Hilton Capital Management, LLC	2	1	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	3
Strategic Income Management, LLC	3	3	4.82%	4.84%	4.85%	Q4 2014	Q2 2015	3
BAINCO INTERNATIONAL INVESTORS	3	3	0.11%	0.11%	0.11%	Q2 2014	Q4 2014	3
Family Asset Management, LLC	3	3	0.07%	0.08%	0.08%	Q1 2023	Q3 2023	3
RESTON WEALTH MANAGEMENT LLC	3	3	0.17%	0.18%	0.22%	Q4 2018	Q2 2019	3
Fidelis Capital Partners, LLC	3	3	0.07%	0.10%	0.14%	Q1 2023	Q3 2023	3
FIRSTMERIT BANK N A TRUSTEE	2	1	0.02%	0.03%	0.06%	Q4 2013	Q2 2016	3
First Citizens Asset Management, Inc.	3	3	0.14%	0.16%	0.17%	Q1 2023	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.76%	0.80%	0.83%	Q4 2022	Q3 2023	3
WP Advisors, LLC	2	1	0.03%	0.03%	0.04%	Q2 2018	Q1 2019	3
LGT Financial Advisors LLC	2	1	0.14%	0.15%	0.16%	Q4 2022	Q3 2023	3
WATERSHED PRIVATE WEALTH LLC	3	3	0.14%	0.15%	0.17%	Q4 2022	Q2 2023	3
KCS Wealth Advisory	3	3	0.19%	0.20%	0.22%	Q3 2019	Q1 2020	3
Delta Financial Group, Inc.	2	1	0.11%	0.12%	0.14%	Q4 2022	Q3 2023	3
Jackson Wealth Management, LLC	1	1	0.04%	0.83%	1.64%	Q4 2014	Q4 2019	3
Grey Street Capital, LLC	3	3	0.16%	0.18%	0.21%	Q1 2023	Q3 2023	3
Integris Wealth Management, LLC	3	3	0.10%	0.10%	0.11%	Q1 2023	Q3 2023	3
Empire Financial Management Company, LLC	3	3	0.24%	0.25%	0.25%	Q1 2023	Q3 2023	3
Interchange Capital Partners, LLC	2	1	0.06%	0.90%	2.54%	Q4 2020	Q4 2021	3
PFG Investments, LLC	3	3	0.18%	0.19%	0.19%	Q1 2023	Q3 2023	3
Noble Family Wealth, LLC	3	3	4.46%	4.56%	4.65%	Q1 2023	Q3 2023	3
Consolidated Planning Corp	1	1	0.06%	0.07%	0.09%	Q3 2021	Q4 2022	3
ABLE Financial Group, LLC	3	3	0.49%	0.57%	0.63%	Q1 2023	Q3 2023	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Polianta Ltd	2	1	3.22%	3.71%	4.01%	Q2 2019	Q3 2023	3
Sendero Wealth Management, LLC	2	2	0.18%	0.19%	0.20%	Q2 2023	Q3 2023	2
RITHOLTZ WEALTH MANAGEMENT	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Sentinus, LLC	2	2	0.08%	0.08%	0.08%	Q1 2023	Q2 2023	2
FIRST NATIONAL CORP /MA/ /ADV	2	2	0.02%	0.02%	0.02%	Q4 2018	Q1 2019	2
Core Alternative Capital	2	2	0.00%	0.01%	0.01%	Q3 2022	Q4 2022	2
CHILDRESS CAPITAL ADVISORS, LLC	2	2	0.77%	1.38%	1.99%	Q1 2021	Q2 2021	2
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	2	2	0.01%	0.01%	0.01%	Q3 2016	Q4 2016	2
Brookmont Capital Management	2	2	0.07%	0.24%	0.41%	Q4 2014	Q1 2015	2
Liberty Capital Management, Inc.	2	2	0.01%	0.01%	0.01%	Q3 2016	Q4 2016	2
JOURNEY STRATEGIC WEALTH LLC	2	2	0.04%	0.04%	0.04%	Q2 2022	Q3 2022	2
Nemes Rush Group LLC	2	2	0.00%	0.01%	0.02%	Q2 2023	Q3 2023	2
D. SCOTT NEAL, INC.	2	2	0.01%	0.02%	0.02%	Q4 2015	Q1 2016	2
Coyle Financial Counsel LLC	2	2	0.89%	0.90%	0.91%	Q2 2019	Q3 2019	2
1 NORTH WEALTH SERVICES LLC	2	2	0.01%	0.01%	0.02%	Q3 2019	Q4 2019	2
SANDERS MORRIS HARRIS LLC	1	1	0.08%	0.08%	0.08%	Q1 2016	Q4 2017	2
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	1	1	6.72%	11.07%	15.42%	Q2 2013	Q1 2014	2
SPX Gestao de Recursos Ltda	2	2	0.50%	1.18%	1.86%	Q2 2021	Q3 2021	2
Icon Wealth Advisors, LLC	2	2	0.27%	0.27%	0.28%	Q3 2022	Q4 2022	2
Stordahl Capital Management, Inc.	2	2	0.08%	0.09%	0.10%	Q4 2021	Q1 2022	2
MIZUHO SECURITIES USA LLC	1	1	0.69%	0.77%	0.85%	Q1 2017	Q3 2021	2
Axiom Investment Management LLC	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q4 2022	2
NWK Group, Inc.	2	2	0.00%	0.05%	0.10%	Q4 2019	Q1 2020	2
Main Management LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Clean Yield Group	2	2	0.01%	0.01%	0.01%	Q2 2016	Q3 2016	2
Zhang Financial LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.12%	0.12%	0.12%	Q2 2023	Q3 2023	2
Joseph Group Capital Management	1	1	0.00%	0.01%	0.02%	Q1 2022	Q4 2022	2
Francis Financial, Inc.	2	2	0.63%	0.64%	0.64%	Q4 2017	Q1 2018	2
Davis Capital Management	2	2	0.01%	0.01%	0.01%	Q1 2020	Q2 2020	2
MOODY LYNN & LIEBERSON, LLC	1	1	0.06%	0.24%	0.41%	Q1 2016	Q3 2021	2
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	2
Alpine Global Management, LLC	1	1	0.08%	0.08%	0.09%	Q2 2017	Q2 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Sound View Wealth Advisors, LLC	2	2	0.61%	0.62%	0.64%	Q4 2018	Q1 2019	2
CLEAR STREET MARKETS LLC	1	1	0.00%	0.01%	0.03%	Q4 2021	Q2 2023	2
ALPS ADVISORS INC	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
Bristol County Savings Bank	2	2	0.35%	0.35%	0.35%	Q3 2017	Q4 2017	2
Lowe Wealth Advisors, LLC	1	1	0.00%	0.05%	0.09%	Q3 2015	Q4 2018	2
CapWealth Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q2 2016	Q3 2016	2
Financial Gravity Companies, Inc.	2	2	0.01%	0.01%	0.02%	Q4 2017	Q1 2018	2
Livingston Group Asset Management CO (operating as Southport Capital Management)	1	1	0.01%	0.01%	0.02%	Q2 2016	Q3 2018	2
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.09%	0.18%	0.27%	Q3 2020	Q4 2022	2
BEACH INVESTMENT COUNSEL INC/PA	2	2	0.03%	0.03%	0.03%	Q4 2021	Q1 2022	2
PRELUDE CAPITAL MANAGEMENT, LLC	2	2	0.08%	0.10%	0.11%	Q4 2013	Q1 2014	2
Raleigh Capital Management Inc.	2	2	0.01%	0.01%	0.01%	Q1 2022	Q2 2022	2
American Financial Network Advisory Services LLC	2	2	0.06%	0.07%	0.08%	Q3 2017	Q4 2017	2
PATTEN & PATTEN INC/TN	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Ergoteles LLC	1	1	0.17%	0.38%	0.59%	Q2 2021	Q2 2023	2
TUCKER ASSET MANAGEMENT LLC	1	1	0.00%	0.01%	0.02%	Q1 2021	Q1 2023	2
VAUGHAN & Co SECURITIES, INC.	2	2	0.11%	0.11%	0.11%	Q4 2019	Q1 2020	2
BANQUE PICTET & CIE SA	1	1	0.01%	0.03%	0.05%	Q3 2019	Q2 2020	2
Sather Financial Group Inc	2	2	0.47%	0.48%	0.48%	Q4 2013	Q1 2014	2
COMMONS CAPITAL, LLC	2	2	0.20%	0.21%	0.22%	Q4 2021	Q1 2022	2
Campbell Wealth Management	1	1	0.02%	0.04%	0.06%	Q1 2019	Q2 2020	2
Planned Solutions, Inc.	2	2	0.01%	0.01%	0.01%	Q3 2020	Q4 2020	2
R & A Capital Management, LLC	2	2	21.36%	21.72%	22.07%	Q2 2013	Q3 2013	2
Princeton Global Asset Management LLC	1	1	0.00%	0.33%	0.66%	Q2 2020	Q3 2023	2
Manifold Partners, LLC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	2
SageView Advisory Group, LLC	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
Aevitas Wealth Management, Inc.	2	2	0.13%	0.13%	0.13%	Q4 2018	Q1 2019	2
Atomi Financial Group, Inc.	2	2	0.18%	0.22%	0.26%	Q2 2023	Q3 2023	2
Sensible Financial Planning & Management, LLC.	2	2	0.04%	0.04%	0.04%	Q3 2014	Q4 2014	2
Lombard Odier Asset Management (Switzerland) SA	2	2	0.10%	1.57%	3.04%	Q3 2022	Q4 2022	2
Edge Wealth Management LLC	2	2	0.00%	0.00%	0.00%	Q4 2017	Q1 2018	2
WBI INVESTMENTS, LLC	2	2	0.03%	0.06%	0.08%	Q4 2016	Q1 2017	2
LYELL WEALTH MANAGEMENT, LP	2	2	0.04%	0.04%	0.04%	Q1 2021	Q2 2021	2
Eagle Bay Advisors LLC	2	2	0.33%	0.38%	0.42%	Q4 2021	Q1 2022	2
IAMS WEALTH MANAGEMENT, LLC	1	1	0.64%	0.73%	0.81%	Q1 2023	Q3 2023	2
STEVENS CAPITAL PARTNERS	2	2	0.16%	0.17%	0.17%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.01%	0.03%	0.05%	Q2 2023	Q3 2023	2
Centric Wealth Management	2	2	0.48%	0.48%	0.48%	Q1 2022	Q2 2022	2
Quad-Cities Investment Group, LLC	2	2	0.03%	0.03%	0.03%	Q2 2019	Q3 2019	2
State of Wyoming	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	2
JACKSON SQUARE CAPITAL, LLC	2	2	0.05%	0.09%	0.13%	Q4 2019	Q1 2020	2
Vision Capital Management, Inc.	1	1	0.04%	0.04%	0.05%	Q3 2014	Q1 2015	2
DeDora Capital, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2019	Q1 2022	2
Frank, Rimerman Advisors LLC	2	2	0.06%	0.06%	0.06%	Q2 2023	Q3 2023	2
Gilman Hill Asset Management, LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Portfolio Strategies Inc	2	2	0.50%	0.50%	0.50%	Q2 2014	Q3 2014	2
Gunma Bank,Ltd.	2	2	1.56%	1.72%	1.89%	Q2 2021	Q3 2021	2
MONUMENTAL FINANCIAL GROUP INC.	1	1	0.11%	0.12%	0.13%	Q1 2022	Q1 2023	2
FINANCIAL ADVISORY PARTNERS, LLC	2	2	0.07%	0.07%	0.08%	Q4 2021	Q1 2022	2
Moran Wealth Management, LLC	2	2	0.01%	0.02%	0.04%	Q4 2022	Q1 2023	2
Evolution Wealth Advisors, LLC	1	1	0.02%	0.04%	0.05%	Q4 2019	Q3 2021	2
Apriem Advisors	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
ABNER HERRMAN & BROCK LLC	2	2	0.05%	0.05%	0.06%	Q2 2023	Q3 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q4 2022	Q1 2023	2
WASHINGTON CAPITAL MANAGEMENT, INC	2	2	0.67%	1.12%	1.56%	Q4 2015	Q1 2016	2
LEGACY FINANCIAL GROUP, INC.	2	2	0.12%	0.13%	0.13%	Q4 2022	Q1 2023	2
Iowa State Bank	2	2	0.05%	0.05%	0.05%	Q4 2021	Q1 2022	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Momentum Advisors, LLC	1	1	0.21%	0.22%	0.23%	Q2 2022	Q4 2022	2
First Heartland Consultants, Inc.	1	1	0.02%	0.05%	0.08%	Q2 2013	Q4 2016	2
New World Advisors LLC	1	1	0.08%	0.80%	1.52%	Q1 2019	Q4 2022	2
Efficient Market Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q3 2014	Q3 2015	2
Paradigm, Strategies in Wealth Management, LLC	2	2	0.09%	0.09%	0.09%	Q1 2021	Q2 2021	2
Quantitative Investment Management, LLC	2	2	0.87%	1.09%	1.30%	Q4 2017	Q1 2018	2
STRALEM & CO INC	2	2	0.08%	0.08%	0.08%	Q1 2020	Q2 2020	2
Coppell Advisory Solutions Corp.	2	2	0.15%	0.26%	0.38%	Q4 2022	Q1 2023	2
Dechtman Wealth Management, LLC	2	2	0.13%	0.13%	0.13%	Q2 2023	Q3 2023	2
PFW Advisors LLC	2	2	6.67%	6.68%	6.68%	Q2 2023	Q3 2023	2
ALTERNA WEALTH MANAGEMENT, INC	1	1	0.04%	0.15%	0.26%	Q4 2018	Q4 2021	2
BUILDER INVESTMENT GROUP INC /ADV	2	2	0.11%	0.13%	0.14%	Q4 2022	Q1 2023	2
Second Half Financial Partners, LLC	2	2	0.26%	0.26%	0.26%	Q1 2022	Q2 2022	2
NOMURA HOLDINGS INC	1	1	0.00%	0.01%	0.01%	Q2 2013	Q1 2014	2
MITCHELL MCLEOD PUGH & WILLIAMS INC	2	2	0.08%	0.10%	0.12%	Q4 2022	Q1 2023	2
Ensign Peak Advisors, Inc	2	2	0.02%	0.03%	0.03%	Q4 2021	Q1 2022	2
Palouse Capital Management, Inc.	2	2	0.16%	0.17%	0.17%	Q1 2016	Q2 2016	2
Beaumont Capital Management, LLC	1	1	0.30%	0.75%	1.20%	Q2 2021	Q1 2022	2
THORNBURG INVESTMENT MANAGEMENT INC	1	1	0.00%	0.00%	0.01%	Q4 2017	Q4 2018	2
DIXON HUBARD FEINOUR & BROWN INC/VA	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
FOSTER & MOTLEY INC	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Compass Wealth Management LLC	2	2	0.03%	0.03%	0.04%	Q1 2023	Q2 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.46%	0.63%	0.79%	Q2 2013	Q3 2013	2
INVENIO WEALTH PARTNERS LLC	2	2	0.93%	1.71%	2.50%	Q2 2023	Q3 2023	2
ARROW FINANCIAL CORP	1	1	0.00%	0.00%	0.00%	Q3 2014	Q2 2020	2
SEI TRUST CO	1	1	0.00%	0.00%	0.01%	Q3 2013	Q3 2014	2
Lake Point Wealth Management	1	1	0.00%	0.00%	0.01%	Q4 2018	Q4 2019	2
ADE, LLC	2	2	0.01%	0.03%	0.04%	Q2 2021	Q3 2021	2
CarsonAllaria Wealth Management, Ltd.	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
ADVISOR PARTNERS II, LLC	2	2	0.07%	0.11%	0.15%	Q2 2023	Q3 2023	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Oak Harvest Investment Services	1	1	0.04%	0.05%	0.05%	Q3 2022	Q3 2023	2
Signet Investment Advisory Group, Inc.	1	1	0.01%	0.02%	0.02%	Q4 2018	Q4 2020	2
Reynders McVeigh Capital Management, LLC	2	2	0.02%	0.02%	0.02%	Q3 2019	Q4 2019	2
BREWIN DOLPHIN LTD	2	2	0.00%	0.00%	0.00%	Q3 2017	Q4 2017	2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Fiduciary Alliance LLC	1	1	0.00%	0.01%	0.01%	Q4 2022	Q2 2023	2
EASTERLY INVESTMENT PARTNERS LLC	1	1	0.02%	0.08%	0.14%	Q4 2021	Q4 2022	2
SCHARF INVESTMENTS, LLC	1	1	0.01%	0.09%	0.18%	Q4 2017	Q4 2021	2
STANCORP INVESTMENT ADVISERS INC	2	2	1.09%	1.11%	1.14%	Q4 2014	Q1 2015	2
CHICAGO EQUITY PARTNERS LLC	2	2	0.11%	0.11%	0.11%	Q4 2019	Q1 2020	2
CAXTON ASSOCIATES LP	1	1	0.07%	0.10%	0.13%	Q2 2017	Q2 2017	2
SHELTON WEALTH MANAGEMENT, LLC	2	2	0.25%	0.25%	0.25%	Q4 2021	Q1 2022	2
Arvest Bank Trust Division	2	2	0.04%	0.04%	0.04%	Q3 2019	Q4 2019	2
Solstein Capital, LLC	2	2	0.04%	0.07%	0.10%	Q2 2021	Q3 2021	2
B. Riley Financial, Inc.	2	2	0.12%	0.13%	0.15%	Q1 2016	Q2 2016	2
INTREPID CAPITAL MANAGEMENT INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
ORG Partners LLC	2	2	0.01%	0.02%	0.03%	Q2 2023	Q3 2023	2
SYSTEMATIC FINANCIAL MANAGEMENT LP	1	1	0.00%	0.01%	0.01%	Q4 2014	Q4 2018	2
Faithward Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD	2	2	7.87%	7.88%	7.89%	Q4 2016	Q1 2017	2
MAPLE SECURITIES USA INC	1	1	0.25%	0.35%	0.44%	Q4 2013	Q2 2014	2
CANADA PENSION PLAN INVESTMENT BOARD	2	2	0.04%	0.06%	0.08%	Q4 2014	Q1 2015	2
Valentine Capital Asset Management, Inc.	1	1	0.03%	0.32%	0.60%	Q4 2011	Q4 2015	2
Allegis Investment Advisors, LLC	1	1	0.01%	0.04%	0.08%	Q4 2015	Q1 2017	2
Lucia Wealth Services, LLC	2	2	0.29%	0.44%	0.58%	Q4 2018	Q1 2019	2
USA FINANCIAL FORMULAS	1	1	0.05%	0.13%	0.22%	Q4 2016	Q4 2021	2
PICTET ASSET MANAGEMENT LTD	2	2	0.00%	0.00%	0.01%	Q1 2021	Q2 2021	2
Hackensack Meridian Health, Inc.	2	2	15.64%	17.82%	19.99%	Q2 2023	Q3 2023	2
Banyan Partners, LLC	2	2	0.14%	0.17%	0.19%	Q3 2013	Q4 2013	2
OVERSEA-CHINESE BANKING Corp Ltd	1	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	2
Cascadia Advisory Services, LLC	1	1	0.37%	0.47%	0.57%	Q4 2019	Q1 2021	2
BAKER TILLY WEALTH MANAGEMENT, LLC	2	2	0.11%	0.12%	0.12%	Q1 2023	Q2 2023	2
Fortis Capital Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q4 2022	Q1 2023	2
Atlantic Private Wealth, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Raab & Moskowitz Asset Management LLC	1	1	0.01%	0.02%	0.02%	Q3 2018	Q4 2019	2
Quantinno Capital Management LP	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
National Investment Services of America, LLC	1	1	2.08%	2.49%	2.91%	Q4 2019	Q4 2020	2
Paragon Advisors, LLC	1	1	0.17%	3.36%	6.56%	Q2 2022	Q4 2022	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.09%	0.09%	0.09%	Q4 2021	Q1 2022	2
AMJ Financial Wealth Management	2	2	0.11%	0.11%	0.12%	Q4 2021	Q1 2022	2
Americana Partners, LLC	2	2	0.75%	1.41%	2.08%	Q4 2019	Q1 2020	2
Winchester Group Inc.	2	2	0.09%	0.09%	0.09%	Q2 2013	Q3 2013	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.03%	0.06%	0.09%	Q4 2019	Q1 2020	2
BBVA USA	2	2	2.57%	2.60%	2.64%	Q2 2021	Q3 2021	2
HAP Trading, LLC	1	1	0.00%	0.05%	0.10%	Q3 2016	Q1 2021	2
Northwest Capital Management Inc	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
SMI Advisory Services, LLC	2	2	8.49%	8.69%	8.89%	Q1 2021	Q2 2021	2
Kathmere Capital Management, LLC	1	1	0.02%	0.03%	0.03%	Q4 2020	Q4 2022	2
Future Financial Wealth Managment LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
Financial Planners of Cleveland, Inc.	2	2	0.20%	0.32%	0.44%	Q4 2021	Q1 2022	2
Lunt Capital Management, Inc.	2	2	0.28%	0.29%	0.30%	Q2 2023	Q3 2023	2
ACCURATE INVESTMENT SOLUTIONS, INC.	2	2	0.04%	0.04%	0.04%	Q3 2017	Q4 2017	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.05%	0.06%	Q4 2021	Q3 2022	2
Foster Group, Inc.	2	2	0.02%	0.03%	0.04%	Q2 2022	Q3 2022	2
Signator Financial Services, Inc.	2	2	2.34%	2.43%	2.52%	Q2 2013	Q3 2013	2
Bell Investment Advisors, Inc	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Carmichael Hill & Associates, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
RESOURCE CONSULTING GROUP INC	2	2	0.17%	0.17%	0.17%	Q4 2021	Q1 2022	2
Auour Investments LLC	2	2	1.82%	1.89%	1.96%	Q2 2023	Q3 2023	2
Strong Tower Advisory Services	2	2	0.53%	0.78%	1.02%	Q1 2022	Q2 2022	2
Lebenthal Holdings,LLC	1	1	0.06%	0.11%	0.16%	Q4 2014	Q2 2016	2
LWM Advisory Services, LLC	1	1	0.05%	0.26%	0.48%	Q4 2021	Q3 2023	2
Wechter Feldman Wealth Management, Inc.	2	2	4.99%	5.32%	5.65%	Q4 2016	Q1 2017	2
TrinityPoint Wealth, LLC	1	1	0.04%	0.14%	0.23%	Q4 2018	Q3 2023	2
Keudell/Morrison Wealth Management	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2022	2
PVG ASSET MANAGEMENT CORP	1	1	3.15%	3.92%	4.70%	Q1 2021	Q4 2021	2
SEVEN MILE ADVISORY	2	2	1.31%	1.39%	1.47%	Q2 2023	Q3 2023	2
Convergent Wealth Advisors	2	2	0.05%	0.44%	0.84%	Q1 2015	Q2 2015	2
BEAM WEALTH ADVISORS, INC.	2	2	0.58%	0.60%	0.63%	Q4 2022	Q1 2023	2
GSA CAPITAL PARTNERS LLP	2	2	0.02%	0.02%	0.03%	Q2 2023	Q3 2023	2
Alhambra Investment Management LLC	2	2	0.19%	0.20%	0.20%	Q1 2021	Q2 2021	2
STERNE AGEE GROUP, INC.	2	2	0.29%	0.30%	0.31%	Q2 2013	Q3 2013	2
BOSTON RESEARCH & MANAGEMENT INC	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
Houlihan Financial Resource Group, Ltd.	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
MBE Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
TEXAS CAPITAL BANCSHARES INC/TX	1	1	0.11%	0.11%	0.11%	Q2 2023	Q2 2023	1
MATTERN CAPITAL MANAGEMENT, LLC	1	1	0.22%	0.22%	0.22%	Q3 2023	Q3 2023	1
Brendel Financial Advisors LLC	1	1	0.52%	0.52%	0.52%	Q1 2023	Q1 2023	1
PACIFIC CAPITAL WEALTH ADVISORS, INC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
HNP Capital LLC	1	1	0.08%	0.08%	0.08%	Q1 2020	Q1 2020	1
Total Clarity Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Danda Trouve Investment Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Aspen Grove Capital, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Ferguson Shapiro LLC	1	1	1.98%	1.98%	1.98%	Q4 2019	Q4 2019	1
TFG Advisers LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Clarity Wealth Advisors, LLC	1	1	0.22%	0.22%	0.22%	Q1 2020	Q1 2020	1
VeraBank, N.A.	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
FORTEM FINANCIAL GROUP, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Clarfeld Financial Advisors, LLC	1	1	0.41%	0.41%	0.41%	Q4 2018	Q4 2018	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Bernardo Wealth Planning LLC	1	1	0.23%	0.23%	0.23%	Q1 2022	Q1 2022	1
EWG Elevate Inc.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Richard P Slaughter Associates Inc	1	1	0.05%	0.05%	0.05%	Q4 2023	Q4 2023	1
Capstone Triton Financial Group, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Vise Technologies, Inc.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
BRANDYWINE OAK PRIVATE WEALTH LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Questar Asset Management, Inc.	1	1	0.32%	0.32%	0.32%	Q4 2018	Q4 2018	1
Total Wealth Planning, LLC	1	1	0.07%	0.07%	0.07%	Q1 2022	Q1 2022	1
Landsberg, Bennett, & Dubbaneh LLC	1	1	0.08%	0.08%	0.08%	Q3 2021	Q3 2021	1
Canton Hathaway, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Wambolt & Associates, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
Vectors Research Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
TODD ASSET MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
BNC WEALTH MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
TAP Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Gleason Group, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Lee Capital Holdings LLC	1	1	0.12%	0.12%	0.12%	Q1 2021	Q1 2021	1
Amalgamated Financial Corp.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
IAM Advisory, LLC	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
Cypress Point Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
MinichMacGregor Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
FNY Investment Advisers, LLC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
Source Financial Advisors LLC	1	1	0.13%	0.13%	0.13%	Q4 2021	Q4 2021	1
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
CastleArk Alternatives, LLC	1	1	2.14%	2.14%	2.14%	Q3 2021	Q3 2021	1
New Potomac Partners, LLC	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.41%	0.41%	0.41%	Q4 2017	Q4 2017	1
STRATEGIC CAPITAL ADVISERS, INC.	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Legacy Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Triumph Capital Management	1	1	0.09%	0.09%	0.09%	Q2 2022	Q2 2022	1
Requisite Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
CLEARY GULL INC.	1	1	0.46%	0.46%	0.46%	Q1 2015	Q1 2015	1
4Thought Financial Group Inc.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
ForthRight Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Coulter & Justus Financial Services, LLC	1	1	0.28%	0.28%	0.28%	Q1 2022	Q1 2022	1
Diversified, LLC	1	1	0.21%	0.21%	0.21%	Q4 2022	Q4 2022	1
Garrett Wealth Advisory Group, LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
Landmark Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
TMD Wealth Management, LLC	1	1	0.23%	0.23%	0.23%	Q3 2022	Q3 2022	1
GFS Private Wealth, LLC	1	1	3.72%	3.72%	3.72%	Q4 2017	Q4 2017	1
Hudson Capital Management LLC	1	1	0.14%	0.14%	0.14%	Q2 2018	Q2 2018	1
Shilanski & Associates, Inc.	1	1	0.16%	0.16%	0.16%	Q3 2022	Q3 2022	1
CenterStar Asset Management, LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Measured Wealth Private Client Group, LLC	1	1	0.18%	0.18%	0.18%	Q3 2018	Q3 2018	1
Latitude Advisors, LLC	1	1	4.21%	4.21%	4.21%	Q1 2021	Q1 2021	1
Blankinship & Foster, LLC	1	1	0.39%	0.39%	0.39%	Q4 2016	Q4 2016	1
Clearstead Trust, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Johnson Financial Group, LLC	1	1	0.41%	0.41%	0.41%	Q4 2016	Q4 2016	1
Seelaus Asset Management LLC	1	1	0.15%	0.15%	0.15%	Q1 2023	Q1 2023	1
Black Swift Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Montis Financial, LLC	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
Cannon Global Investment Management, LLC	1	1	1.22%	1.22%	1.22%	Q4 2021	Q4 2021	1
Ahrens Investment Partners LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
DHJJ Financial Advisors, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Pinnacle Wealth Advisors	1	1	1.07%	1.07%	1.07%	Q2 2021	Q2 2021	1
Financial Advisors Network, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2016	Q4 2016	1
Northwest Quadrant Wealth Management, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Farmers & Merchants Trust Co of Chambersburg PA	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
PGIM Custom Harvest LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Stone House Investment Management, LLC	1	1	0.18%	0.18%	0.18%	Q3 2017	Q3 2017	1
Legacy Wealth Asset Management, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Pettinga Financial Advisors LLC	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
Clearwater Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
KNIGHT CAPITAL GROUP LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Safeguard Investment Advisory Group, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Knights of Columbus Asset Advisors LLC	1	1	0.05%	0.05%	0.05%	Q2 2019	Q2 2019	1
Yellowstone Partners, LLC	1	1	0.13%	0.13%	0.13%	Q3 2016	Q3 2016	1
Twin Lakes Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Hefty Wealth Partners	1	1	0.44%	0.44%	0.44%	Q4 2015	Q4 2015	1
Ignite Planners, LLC	1	1	0.28%	0.28%	0.28%	Q1 2022	Q1 2022	1
Reby Advisors, LLC	1	1	2.28%	2.28%	2.28%	Q4 2020	Q4 2020	1
DEFINED WEALTH MANAGEMENT, LLC	1	1	1.13%	1.13%	1.13%	Q2 2022	Q2 2022	1
SevenBridge Financial Group, LLC	1	1	0.48%	0.48%	0.48%	Q4 2021	Q4 2021	1
Naviter Wealth, LLC	1	1	2.18%	2.18%	2.18%	Q4 2022	Q4 2022	1
StrategIQ Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Guardian Wealth Advisors, LLC	1	1	0.15%	0.15%	0.15%	Q1 2021	Q1 2021	1
NORTH STAR ASSET MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q2 2015	Q2 2015	1
Elefante Mark B	1	1	0.96%	0.96%	0.96%	Q2 2019	Q2 2019	1
Truvvo Partners LLC	1	1	0.52%	0.52%	0.52%	Q4 2015	Q4 2015	1
Vista Private Wealth Partners. LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Genesee Capital Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
D'Orazio & Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Pinnacle Wealth Management Group, Inc.	1	1	3.48%	3.48%	3.48%	Q3 2023	Q3 2023	1
River Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.12%	0.12%	0.12%	Q1 2015	Q1 2015	1
TradeLink Capital LLC	1	1	7.44%	7.44%	7.44%	Q4 2016	Q4 2016	1
J Arnold Wealth Management Co	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
Farmer Steven Patrick	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Blue Sky Asset Management, LLC	1	1	1.42%	1.42%	1.42%	Q2 2018	Q2 2018	1
Lebenthal Wealth Advisors, LLC	1	1	1.40%	1.40%	1.40%	Q2 2016	Q2 2016	1
AlphaStar Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
AllSquare Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Bruderman Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Collaborative Wealth Managment Inc.	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Carmel Capital Partners, LLC	1	1	0.76%	0.76%	0.76%	Q3 2023	Q3 2023	1
Ruggie Capital Group	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
TCG Advisors, LP	1	1	9.49%	9.49%	9.49%	Q4 2018	Q4 2018	1
Concorde Asset Management, LLC	1	1	0.27%	0.27%	0.27%	Q3 2017	Q3 2017	1
INTEGRAL INVESTMENT ADVISORS, INC.	1	1	0.14%	0.14%	0.14%	Q1 2022	Q1 2022	1
Capital Advantage, Inc.	1	1	0.08%	0.08%	0.08%	Q1 2019	Q1 2019	1
MWA Asset Management	1	1	0.65%	0.65%	0.65%	Q3 2023	Q3 2023	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Lighthouse Financial Advisors, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
J.P. Turner & Co Capital Mnagement, LLC	1	1	0.39%	0.39%	0.39%	Q4 2014	Q4 2014	1
FAYEZ SAROFIM & CO	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Waypoint Capital Advisors, LLC	1	1	0.25%	0.25%	0.25%	Q1 2022	Q1 2022	1
Muzinich & Co., Inc.	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Transparent Wealth Partners LLC	1	1	1.14%	1.14%	1.14%	Q1 2022	Q1 2022	1
Freemont Management S.A.	1	1	2.30%	2.30%	2.30%	Q3 2021	Q3 2021	1
TCWP LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Premise Capital, LLC	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
Pictet North America Advisors SA	1	1	0.09%	0.09%	0.09%	Q3 2019	Q3 2019	1
SIGNET MANAGEMENT USA, LLC	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
NewFocus Financial Group, LLC	1	1	0.47%	0.47%	0.47%	Q4 2013	Q4 2013	1
Leverty Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
DREMAN VALUE MANAGEMENT, L L C	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Nauset Wealth Management. LLC	1	1	0.15%	0.15%	0.15%	Q1 2022	Q1 2022	1
Empowered Funds, LLC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Miramar Fiduciary Corp	1	1	0.37%	0.37%	0.37%	Q4 2018	Q4 2018	1
Chemistry Wealth Management LLC	1	1	2.15%	2.15%	2.15%	Q4 2021	Q4 2021	1
Guardian Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Osborn Williams & Donohoe LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Prosperity Consulting Group, LLC	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
Rather & Kittrell, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Hefren-Tillotson, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
Circle Wealth Management, LLC	1	1	2.35%	2.35%	2.35%	Q3 2023	Q3 2023	1
BURNS J W & CO INC/NY	1	1	0.06%	0.06%	0.06%	Q1 2019	Q1 2019	1
Advocacy Wealth Management Services, LLC	1	1	0.03%	0.03%	0.03%	Q2 2017	Q2 2017	1
BluePath Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Granite Bay Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Glassy Mountain Advisors, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Alley Investment Management Company, LLC	1	1	0.33%	0.33%	0.33%	Q4 2022	Q4 2022	1
FNY Partners Fund LP	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
Safeguard Financial, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Regent Investment Management LLC	1	1	0.50%	0.50%	0.50%	Q2 2013	Q2 2013	1
Permit Capital Advisors, LLC	1	1	3.22%	3.22%	3.22%	Q1 2022	Q1 2022	1
Seven Post Investment Office LP	1	1	0.52%	0.52%	0.52%	Q4 2013	Q4 2013	1
Empirical Asset Management, LLC	1	1	0.38%	0.38%	0.38%	Q4 2021	Q4 2021	1
CATALYST FINANCIAL PARTNERS LLC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
New Harbor Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2016	Q3 2016	1
SYMPHONY ASSET MANAGEMENT LLC	1	1	1.53%	1.53%	1.53%	Q4 2017	Q4 2017	1
Glovista Investments LLC	1	1	0.26%	0.26%	0.26%	Q3 2019	Q3 2019	1
NEXT Financial Holdings	1	1	0.17%	0.17%	0.17%	Q1 2019	Q1 2019	1
Virtus Investment Advisers, Inc.	1	1	3.66%	3.66%	3.66%	Q3 2015	Q3 2015	1
Dunhill Financial, LLC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
Ethos Financial Group, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Creative Capital Management Investments LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Strategic Investment Solutions, Inc. /IL	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Simply Money Advisors	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Community Financial Services Group, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Higher Moment Aurora Fund, LP	1	1	13.27%	13.27%	13.27%	Q3 2017	Q3 2017	1
HTG Investment Advisors, Inc.	1	1	0.28%	0.28%	0.28%	Q2 2023	Q2 2023	1
MRP Capital Investments, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
TFB Advisors LLC	1	1	0.30%	0.30%	0.30%	Q2 2023	Q2 2023	1
Beverly Hills Private Wealth, LLC	1	1	0.16%	0.16%	0.16%	Q4 2022	Q4 2022	1
CIC Wealth, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
True Wealth Design, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Authentikos Wealth Advisory, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
REFRAME WEALTH, LLC	1	1	2.22%	2.22%	2.22%	Q4 2022	Q4 2022	1
Ratio Wealth Group	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
JGP Global Gestao de Recursos Ltda.	1	1	0.28%	0.28%	0.28%	Q3 2019	Q3 2019	1
Buck Wealth Strategies, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PCA Investment Advisory Services Inc.	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
3Chopt Investment Partners, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
HENGEHOLD CAPITAL MANAGEMENT LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
LJI Wealth Management, LLC	1	1	0.12%	0.12%	0.12%	Q4 2022	Q4 2022	1
Ceros Financial Services Inc.	1	1	6.59%	6.59%	6.59%	Q1 2019	Q1 2019	1
Redhawk Wealth Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
WFA Asset Management Corp	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 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	0.72%	0.72%	0.72%	Q3 2023	Q3 2023	1
Arlington Trust Co LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Angeles Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
SYNTAX RESEARCH, INC.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Allen Mooney & Barnes Investment Advisors LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
ROMANO BROTHERS AND COMPANY	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Weatherstone Capital Management	1	1	0.84%	0.84%	0.84%	Q3 2014	Q3 2014	1
COOKE & BIELER LP	1	1	0.70%	0.70%	0.70%	Q2 2021	Q2 2021	1
DOW CHEMICAL CO /DE/	1	1	0.68%	0.68%	0.68%	Q4 2013	Q4 2013	1
Berkshire Money Management, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Sigma Investment Management Co	1	1	18.41%	18.41%	18.41%	Q3 2014	Q3 2014	1
Alpine Group USVI, LLC	1	1	0.08%	0.08%	0.08%	Q2 2017	Q2 2017	1
DFPG INVESTMENTS, LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
St. James Investment Company, LLC	1	1	0.29%	0.29%	0.29%	Q4 2018	Q4 2018	1
Jacobus Wealth Management, Inc.	1	1	0.08%	0.08%	0.08%	Q4 2015	Q4 2015	1
MILLIE CAPITAL MANAGEMENT, LLC	1	1	0.07%	0.07%	0.07%	Q2 2016	Q2 2016	1
DONALDSON CAPITAL MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
MACKAY SHIELDS LLC	1	1	0.11%	0.11%	0.11%	Q1 2018	Q1 2018	1
CORRADO ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
DRW Securities, LLC	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
Northwest Bancshares, Inc.	1	1	0.05%	0.05%	0.05%	Q1 2023	Q1 2023	1
TELEMUS BEACON INVESTMENT Co LLC	1	1	5.03%	5.03%	5.03%	Q2 2013	Q2 2013	1
PLANNING ALTERNATIVES LTD /ADV	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
First Allied Asset Management, Inc.	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
ADVISOR PARTNERS LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Hollow Brook Wealth Management LLC	1	1	0.11%	0.11%	0.11%	Q4 2019	Q4 2019	1
HOMESTEAD ADVISERS CORP	1	1	0.27%	0.27%	0.27%	Q4 2019	Q4 2019	1
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	1	1	0.23%	0.23%	0.23%	Q3 2018	Q3 2018	1
GILL CAPITAL PARTNERS, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	3.85%	3.85%	3.85%	Q2 2013	Q2 2013	1
CANTOR FITZGERALD, L. P.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
FundX Investment Group, LLC	1	1	2.17%	2.17%	2.17%	Q2 2013	Q2 2013	1
Alaska Permanent Capital Management	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
FIDUCIARY TRUST INTERNATIONAL LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
INTERACTIVE FINANCIAL ADVISORS, INC.	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
FNY Managed Accounts LLC	1	1	13.43%	13.43%	13.43%	Q4 2017	Q4 2017	1
Cutter & CO Brokerage, Inc.	1	1	0.61%	0.61%	0.61%	Q2 2014	Q2 2014	1
FIDUCIARY MANAGEMENT INC /WI/	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Laurion Capital Management LP	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
PERSONAL FINANCIAL CONSULTANTS INC /ADV	1	1	0.65%	0.65%	0.65%	Q3 2018	Q3 2018	1
ASSET PLANNING CORPORATION	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
Tradeworx Inc.	1	1	0.09%	0.09%	0.09%	Q2 2013	Q2 2013	1
TORONTO DOMINION BANK	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Telemus Investment Management, LLC	1	1	2.47%	2.47%	2.47%	Q2 2013	Q2 2013	1
NBC SECURITIES, INC.	1	1	0.31%	0.31%	0.31%	Q3 2023	Q3 2023	1
PARK NATIONAL CORP /OH/	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
GIRARD SECURITIES, INC.	1	1	0.19%	0.19%	0.19%	Q2 2016	Q2 2016	1
Barton Investment Management	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Forward Management, LLC	1	1	12.32%	12.32%	12.32%	Q1 2022	Q1 2022	1
Merrion Investment Management Co, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Dorsey Wright & Associates	1	1	0.14%	0.14%	0.14%	Q2 2014	Q2 2014	1
HEADINVEST, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
HARRIS ASSOCIATES L P	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
ELM ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
CRAMER ROSENTHAL MCGLYNN LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Maryland Capital Management	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
Indiana Trust & Investment Management CO	1	1	0.58%	0.58%	0.58%	Q3 2023	Q3 2023	1
Bangor Savings Bank	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Clark Capital Management Group, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
Rathbones Group PLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
FOUNDERS FINANCIAL SECURITIES LLC	1	1	7.99%	7.99%	7.99%	Q1 2014	Q1 2014	1
Independent Portfolio Consultants, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
Weil Company, Inc.	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
SADOFF INVESTMENT MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
SCOPUS ASSET MANAGEMENT, L.P.	1	1	0.40%	0.40%	0.40%	Q3 2021	Q3 2021	1
FRONTIER INVESTMENT MGMT CO	1	1	0.02%	0.02%	0.02%	Q4 2016	Q4 2016	1
Hillman Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Stack Financial Management, Inc	1	1	4.32%	4.32%	4.32%	Q4 2019	Q4 2019	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
CAPITAL ADVISORS INC/OK	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
SELZ CAPITAL LLC	1	1	2.05%	2.05%	2.05%	Q3 2017	Q3 2017	1
SOCIETE GENERALE	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
INVERNESS COUNSEL LLC /NY/	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
PIEDMONT INVESTMENT ADVISORS INC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
ALESCO ADVISORS LLC	1	1	0.03%	0.03%	0.03%	Q2 2014	Q2 2014	1
THOMASPARTNERS, INC.	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Curated Wealth Partners LLC	1	1	0.12%	0.12%	0.12%	Q2 2021	Q2 2021	1
WATER ISLAND CAPITAL LLC	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
GRIFFIN ASSET MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
TIAA CREF INVESTMENT MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	1	1	0.19%	0.19%	0.19%	Q4 2019	Q4 2019	1
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	1	1	1.26%	1.26%	1.26%	Q4 2018	Q4 2018	1
Meiji Yasuda Life Insurance Co	1	1	0.32%	0.32%	0.32%	Q3 2016	Q3 2016	1
BLUEFIN CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
CAZENOVE CAPITAL MANAGEMENT LTD	1	1	10.31%	10.31%	10.31%	Q2 2013	Q2 2013	1
ADELL HARRIMAN & CARPENTER INC	1	1	0.04%	0.04%	0.04%	Q4 2017	Q4 2017	1
IRONWOOD INVESTMENT MANAGEMENT LLC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
EDGAR LOMAX CO/VA	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Paloma Partners Management Co	1	1	0.11%	0.11%	0.11%	Q2 2020	Q2 2020	1
WEST CHESTER CAPITAL ADVISORS, INC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
FIDELITY D & D BANCORP INC	1	1	6.33%	6.33%	6.33%	Q3 2023	Q3 2023	1
BROADMARK ASSET MANAGEMENT LLC	1	1	40.22%	40.22%	40.22%	Q1 2022	Q1 2022	1
HighTower Trust Company, N.A.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Silver Bridge Capital Management LLC	1	1	0.45%	0.45%	0.45%	Q2 2013	Q2 2013	1
TUDOR INVESTMENT CORP ET AL	1	1	0.43%	0.43%	0.43%	Q1 2014	Q1 2014	1
Selway Asset Management	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
VAN STRUM & TOWNE INC.	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
HOLT-SMITH ADVISORS INC	1	1	13.56%	13.56%	13.56%	Q2 2013	Q2 2013	1
TORRAY INVESTMENT PARTNERS LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
Symphony Financial, Ltd. Co.	1	1	0.58%	0.58%	0.58%	Q1 2020	Q1 2020	1
Great Diamond Partners, LLC	1	1	0.26%	0.26%	0.26%	Q4 2021	Q4 2021	1
Lionsbridge Wealth Management LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
SkyOak Wealth, LLC	1	1	0.09%	0.09%	0.09%	Q4 2019	Q4 2019	1
Parcion Private Wealth LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Silicon Hills Wealth Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
Chapwood Capital Investment Management, LLC	1	1	0.37%	0.37%	0.37%	Q4 2019	Q4 2019	1
Physician Wealth Advisors, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
Heartwood Wealth Advisors LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Belmont Capital, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Meeder Advisory Services, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Gyon Technologies Capital Management, LP	1	1	0.37%	0.37%	0.37%	Q2 2022	Q2 2022	1
Beck Bode, LLC	1	1	0.19%	0.19%	0.19%	Q2 2022	Q2 2022	1
Avalon Advisory Group	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
HBW ADVISORY SERVICES LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Nationwide Asset Management LLC	1	1	22.16%	22.16%	22.16%	Q4 2019	Q4 2019	1
Lloyd Advisory Services, LLC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Williams Jones Wealth Management, LLC.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
HOWARD CAPITAL MANAGEMENT	1	1	0.07%	0.07%	0.07%	Q4 2013	Q4 2013	1
tru Independence LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
PNC Managed Account Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1

External links

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

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