• IJK shareholders
• Shareholder history

Current and past ISHARES TR shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	37	4	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	107
HUNTINGTON NATIONAL BANK	36	1	0.00%	0.05%	0.12%	Q1 2009	Q3 2023	56
MUFG Americas Holdings Corp	48	48	0.07%	0.19%	0.35%	Q4 2010	Q3 2022	48
Rehmann Capital Advisory Group	30	2	0.00%	0.73%	2.40%	Q1 2011	Q3 2023	47
HSBC HOLDINGS PLC	47	47	0.01%	0.02%	0.04%	Q1 2012	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.03%	0.05%	0.08%	Q1 2012	Q3 2023	46
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.30%	0.47%	Q2 2013	Q3 2023	45
US BANCORP \DE\	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.17%	0.31%	0.49%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.00%	0.01%	0.01%	Q4 2012	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	0.54%	2.37%	3.25%	Q4 2012	Q3 2023	44
Capital Analysts, LLC	44	44	0.04%	0.71%	2.31%	Q4 2012	Q3 2023	44
BAR HARBOR WEALTH MANAGEMENT	43	43	0.03%	0.10%	0.16%	Q1 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.08%	0.25%	0.72%	Q1 2013	Q3 2023	43
Harbour Capital Advisors, LLC	22	21	0.21%	0.27%	0.51%	Q1 2013	Q4 2023	43
COMMERCE BANK	43	43	0.01%	0.01%	0.02%	Q1 2013	Q3 2023	43
Goelzer Investment Management, Inc.	43	43	0.38%	0.59%	0.89%	Q1 2013	Q3 2023	43
NORTHERN TRUST CORP	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.07%	0.13%	0.20%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.07%	0.14%	0.35%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.04%	0.11%	0.19%	Q2 2013	Q3 2023	42
DUFF & PHELPS INVESTMENT MANAGEMENT CO	42	42	0.09%	0.13%	0.18%	Q2 2013	Q3 2023	42
PITTENGER & ANDERSON INC	42	42	0.05%	0.10%	0.46%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.23%	1.84%	5.06%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
COLONY GROUP LLC	42	42	0.01%	0.06%	0.22%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.05%	0.13%	0.33%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.01%	1.39%	2.66%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.03%	0.05%	0.09%	Q2 2013	Q3 2023	42
WMS Partners, LLC	42	42	0.04%	0.08%	0.13%	Q2 2013	Q3 2023	42
FIRST MERCHANTS CORP	42	42	1.07%	3.06%	5.56%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.91%	1.31%	1.83%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.01%	0.26%	0.69%	Q2 2013	Q3 2023	42
DUMONT & BLAKE INVESTMENT ADVISORS LLC	42	42	0.57%	0.94%	1.68%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.02%	0.03%	0.06%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.04%	0.09%	0.24%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
Dana Investment Advisors, Inc.	42	42	0.03%	0.06%	0.08%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.05%	0.10%	0.18%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.02%	0.11%	0.33%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.05%	0.09%	0.14%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.05%	0.19%	0.72%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.02%	0.04%	0.10%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.03%	0.11%	0.43%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	2.57%	3.54%	4.29%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	1.35%	1.96%	2.38%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.08%	0.38%	1.11%	Q2 2013	Q3 2023	42
Bangor Savings Bank	42	42	0.08%	0.13%	0.17%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	42
Ameritas Investment Partners, Inc.	42	42	0.04%	0.11%	0.25%	Q2 2013	Q3 2023	42
Legacy Private Trust Co.	42	42	0.04%	0.17%	0.95%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.06%	0.38%	1.10%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.06%	0.18%	0.45%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
Montecito Bank & Trust	42	42	0.14%	0.20%	0.32%	Q3 2013	Q4 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.03%	0.09%	0.27%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.01%	0.05%	0.11%	Q2 2013	Q3 2023	42
FIRST TRUST ADVISORS LP	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.05%	0.09%	0.15%	Q2 2013	Q3 2023	42
SPC Financial, Inc.	42	42	1.74%	2.57%	4.05%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	42	42	0.04%	0.18%	0.54%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.26%	0.69%	1.30%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.06%	0.14%	0.36%	Q2 2013	Q3 2023	42
INTRUST BANK NA	42	42	0.03%	0.37%	0.84%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.53%	1.02%	1.57%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.01%	1.73%	6.85%	Q2 2013	Q3 2023	42
DEARBORN PARTNERS LLC	42	42	0.03%	0.10%	0.25%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.65%	1.69%	3.19%	Q2 2013	Q3 2023	42
Somerset Group LLC	42	42	0.56%	0.86%	1.14%	Q2 2013	Q3 2023	42
PRIVATE TRUST CO NA	36	6	0.15%	0.39%	0.57%	Q1 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.22%	0.49%	0.67%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.04%	0.23%	0.33%	Q2 2013	Q3 2023	42
Ifrah Financial Services, Inc.	41	41	1.36%	3.84%	5.35%	Q3 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.76%	1.02%	1.63%	Q2 2013	Q3 2023	41
M&T BANK CORP	26	15	0.02%	0.11%	0.38%	Q2 2013	Q3 2023	41
SIGMA INVESTMENT COUNSELORS INC	29	12	0.03%	0.04%	0.07%	Q2 2013	Q3 2023	41
Hilltop Holdings Inc.	41	41	0.05%	0.08%	0.17%	Q3 2013	Q3 2023	41
Citadel Advisors	9	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	40	1	0.02%	0.04%	0.11%	Q2 2013	Q3 2023	41
HIGHLAND CAPITAL MANAGEMENT, LLC	27	14	0.02%	0.11%	0.41%	Q2 2013	Q3 2023	41
First Heartland Consultants, Inc.	39	2	0.03%	0.42%	2.32%	Q2 2013	Q3 2023	41
DUNCKER STREETT & CO INC	25	16	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	41
SouthState Corp	41	41	0.04%	0.07%	0.10%	Q3 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.04%	0.07%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.01%	0.06%	0.12%	Q3 2013	Q3 2023	41
Creative Planning	33	8	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	41
Johnson Financial Group, Inc.	40	1	0.00%	0.07%	0.22%	Q2 2013	Q3 2023	41
Raymond James Financial Services Advisors, Inc.	30	11	0.07%	0.28%	0.87%	Q2 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.02%	0.04%	0.07%	Q3 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.10%	0.18%	0.44%	Q2 2013	Q2 2023	41
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	26	14	0.05%	0.08%	0.12%	Q3 2013	Q3 2023	40
LBMC INVESTMENT ADVISORS, LLC	40	40	0.09%	0.12%	0.14%	Q4 2013	Q3 2023	40
CITY HOLDING CO	40	40	0.09%	0.13%	0.17%	Q4 2013	Q3 2023	40
CWM, LLC	32	8	0.00%	0.30%	1.52%	Q3 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	0.04%	0.25%	0.48%	Q4 2013	Q3 2023	40
Blue Edge Capital, LLC	40	40	1.98%	2.50%	3.44%	Q4 2013	Q3 2023	40
Perigon Wealth Management, LLC	30	1	0.03%	0.18%	0.50%	Q3 2011	Q3 2023	40
GLENMEDE TRUST CO NA	20	20	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	40
Perkins Coie Trust Co	40	40	1.11%	3.63%	5.64%	Q4 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.97%	1.99%	3.47%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.04%	0.30%	5.24%	Q4 2013	Q3 2023	40
TIEMANN INVESTMENT ADVISORS, LLC	40	40	0.54%	0.73%	0.86%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	2.57%	3.68%	4.45%	Q4 2013	Q3 2023	40
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	40	40	0.05%	0.10%	0.15%	Q4 2013	Q3 2023	40
ARGI Investment Services, LLC	39	39	0.01%	0.02%	0.07%	Q2 2013	Q4 2022	39
Advisory Services Network, LLC	27	12	0.01%	0.17%	1.07%	Q4 2013	Q3 2023	39
CAPTRUST FINANCIAL ADVISORS	26	2	0.00%	0.07%	0.55%	Q2 2013	Q3 2023	39
Plante Moran Financial Advisors, LLC	37	2	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	39
NORRIS PERNE & FRENCH LLP/MI	39	39	0.03%	0.11%	0.26%	Q1 2014	Q3 2023	39
Sandy Spring Bank	38	1	0.00%	0.30%	0.76%	Q2 2013	Q3 2023	39
ASSOCIATED BANC-CORP	39	39	0.02%	0.13%	0.23%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.11%	0.27%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.01%	0.01%	0.01%	Q2 2013	Q4 2022	39
One Capital Management, LLC	39	39	0.01%	0.11%	0.17%	Q1 2014	Q3 2023	39
Atlas Brown,Inc.	38	38	0.13%	0.79%	1.53%	Q2 2014	Q3 2023	38
Cutler Group LLC / CA	14	1	0.00%	0.00%	0.02%	Q4 2015	Q3 2023	38
Capital Directions Investment Advisors, LLC	31	7	6.73%	10.67%	14.83%	Q2 2013	Q4 2022	38
JANE STREET GROUP, LLC	12	1	0.00%	0.01%	0.11%	Q2 2014	Q3 2023	38
OLD NATIONAL BANCORP /IN/	38	38	0.01%	0.03%	0.05%	Q2 2014	Q3 2023	38
BRYN MAWR TRUST Co	16	1	0.01%	0.75%	3.12%	Q1 2013	Q3 2023	38
HighTower Advisors, LLC	38	38	0.00%	0.10%	0.24%	Q2 2014	Q3 2023	38
SIGNATUREFD, LLC	23	14	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	37
AMERICAN NATIONAL BANK	37	37	0.01%	0.02%	0.07%	Q3 2014	Q3 2023	37
TOCQUEVILLE ASSET MANAGEMENT L.P.	36	1	0.00%	0.01%	0.01%	Q2 2014	Q3 2023	37
BAILARD, INC.	31	5	0.01%	0.03%	0.05%	Q3 2014	Q3 2023	36
INSPIRION WEALTH ADVISORS, LLC	36	36	1.11%	1.68%	2.90%	Q4 2014	Q3 2023	36
HBK Sorce Advisory LLC	30	1	0.02%	0.04%	0.08%	Q2 2014	Q3 2023	36
ASSETMARK, INC	24	1	0.00%	0.01%	0.40%	Q3 2013	Q3 2023	36
UBS Group AG	36	36	0.05%	0.06%	0.07%	Q4 2014	Q3 2023	36
Sunbelt Securities, Inc.	36	36	0.16%	0.90%	2.04%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.04%	0.09%	0.16%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.03%	0.05%	0.12%	Q4 2014	Q3 2023	36
Barrett Asset Management, LLC	36	36	0.02%	0.17%	0.25%	Q2 2013	Q1 2022	36
Neumann Capital Management, LLC	36	36	0.81%	1.45%	1.77%	Q4 2014	Q3 2023	36
Parkside Financial Bank & Trust	33	3	0.00%	0.05%	0.21%	Q2 2013	Q3 2023	36
Glassman Wealth Services	36	36	0.03%	0.09%	0.24%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.64%	0.99%	1.31%	Q4 2014	Q3 2023	36
BROWN ADVISORY INC	32	4	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	36
Family Firm, Inc.	36	36	0.27%	0.34%	0.54%	Q4 2014	Q3 2023	36
First Personal Financial Services	36	36	1.23%	1.72%	2.26%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.09%	0.37%	1.05%	Q4 2014	Q3 2023	36
Community Bank, N.A.	36	36	0.03%	0.06%	0.09%	Q4 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.02%	0.03%	0.05%	Q4 2014	Q3 2023	36
WASHINGTON TRUST BANK	21	15	0.00%	0.03%	0.07%	Q1 2014	Q3 2023	36
King Wealth Management Group	27	8	0.05%	1.24%	2.16%	Q2 2013	Q1 2022	35
WEALTHCARE CAPITAL MANAGEMENT LLC	35	35	0.02%	0.03%	0.05%	Q2 2013	Q4 2021	35
Segment Wealth Management, LLC	35	35	0.23%	0.37%	0.55%	Q1 2015	Q3 2023	35
MV CAPITAL MANAGEMENT, INC.	23	12	0.00%	0.61%	1.76%	Q4 2014	Q3 2023	35
NBT BANK N A /NY	18	1	0.03%	0.05%	0.07%	Q4 2013	Q3 2023	35
DAVIS R M INC	26	1	0.01%	0.02%	0.03%	Q3 2013	Q2 2023	35
Patten Group, Inc.	34	1	0.04%	0.26%	0.36%	Q4 2014	Q3 2023	35
CREDIT SUISSE AG/	14	1	0.00%	0.00%	0.02%	Q1 2013	Q3 2023	35
Tower Research Capital LLC (TRC)	17	1	0.01%	0.23%	1.48%	Q2 2013	Q3 2023	34
MONETA GROUP INVESTMENT ADVISORS LLC	34	34	0.07%	0.30%	0.64%	Q2 2015	Q3 2023	34
Smithfield Trust Co	16	9	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	34
Alexandria Capital, LLC	34	34	0.06%	0.11%	0.27%	Q2 2013	Q3 2021	34
Carroll Financial Associates, Inc.	27	7	0.01%	0.07%	0.14%	Q2 2013	Q4 2021	34
Evercore Wealth Management, LLC	16	6	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.48%	0.78%	1.21%	Q2 2013	Q3 2021	34
BlackRock Inc.	34	34	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	34
Winfield Associates, Inc.	34	34	1.80%	2.28%	2.73%	Q4 2013	Q1 2022	34
Trust Co	33	33	0.00%	0.01%	0.01%	Q3 2015	Q3 2023	33
MASSMUTUAL TRUST CO FSB/ADV	29	1	0.00%	0.02%	0.06%	Q1 2015	Q4 2023	33
People's United Financial, Inc.	17	3	0.01%	0.05%	0.15%	Q2 2013	Q1 2022	33
Endurance Wealth Management, Inc.	33	33	0.01%	0.01%	0.01%	Q2 2015	Q2 2023	33
Smith & Howard Wealth Management, LLC	24	1	0.08%	0.19%	0.32%	Q2 2013	Q3 2023	33
HMS Capital Management, LLC	22	1	0.05%	0.61%	3.30%	Q3 2016	Q4 2022	33
FARMERS & MERCHANTS INVESTMENTS INC	16	6	0.00%	0.02%	0.09%	Q2 2013	Q3 2023	33
ENTERPRISE FINANCIAL SERVICES CORP	33	33	0.01%	0.09%	0.17%	Q2 2013	Q2 2021	33
Oakworth Capital, Inc.	32	32	0.05%	0.10%	0.16%	Q4 2015	Q3 2023	32
UMB Bank, n.a.	32	32	0.05%	0.06%	0.07%	Q4 2015	Q3 2023	32
Edmonds Duncan Registered Investment Advisors, LLC	32	32	0.30%	1.27%	3.07%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.09%	1.01%	2.00%	Q2 2013	Q3 2023	32
Gemmer Asset Management LLC	32	32	0.02%	0.05%	0.11%	Q2 2014	Q1 2022	32
DOWLING & YAHNKE LLC	23	9	0.01%	0.02%	0.04%	Q3 2014	Q3 2022	32
Homrich & Berg	32	32	0.06%	0.16%	0.40%	Q4 2013	Q3 2021	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.02%	0.02%	0.03%	Q4 2015	Q3 2023	32
MERIDIAN INVESTMENT COUNSEL INC.	32	32	0.22%	0.29%	0.32%	Q4 2015	Q3 2023	32
BESSEMER GROUP INC	28	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	32
MATHER GROUP, LLC.	25	1	0.01%	0.05%	0.14%	Q4 2013	Q3 2023	32
DUBUQUE BANK & TRUST CO	27	1	0.00%	0.04%	0.12%	Q1 2015	Q3 2023	32
Sutton Wealth Advisors Inc.	31	31	0.01%	0.01%	0.02%	Q1 2016	Q3 2023	31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	28	1	0.02%	0.08%	0.20%	Q2 2013	Q4 2021	31
High Falls Advisors, Inc	19	12	0.06%	0.10%	0.12%	Q4 2015	Q3 2023	31
KANAWHA CAPITAL MANAGEMENT LLC	31	31	0.05%	0.09%	0.12%	Q2 2013	Q4 2020	31
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	18	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	31
Linscomb & Williams, Inc.	22	1	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	31
COBBLESTONE CAPITAL ADVISORS LLC /NY/	31	31	0.03%	0.04%	0.05%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.01%	0.10%	0.31%	Q4 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.01%	0.05%	0.10%	Q1 2016	Q3 2023	31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	31	31	0.11%	0.25%	0.40%	Q1 2016	Q3 2023	31
Asset Dedication, LLC	26	5	0.00%	0.01%	0.03%	Q4 2015	Q3 2023	31
QUADRANT CAPITAL GROUP LLC	18	5	0.00%	0.04%	0.10%	Q2 2015	Q3 2023	30
FIRST CITIZENS BANK & TRUST CO	30	30	0.01%	0.18%	0.59%	Q2 2016	Q3 2023	30
Clearwater Capital Advisors, LLC	30	30	0.03%	0.10%	0.26%	Q2 2016	Q3 2023	30
Country Club Trust Company, n.a.	14	1	0.13%	0.31%	0.57%	Q2 2013	Q4 2021	30
Truepoint, Inc.	18	12	0.02%	0.04%	0.09%	Q3 2015	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.12%	0.21%	0.34%	Q2 2013	Q3 2020	30
Brinker Capital Investments, LLC	15	1	0.00%	0.00%	0.01%	Q2 2013	Q1 2022	30
TOMPKINS FINANCIAL CORP	20	10	0.01%	0.02%	0.05%	Q2 2016	Q4 2023	30
FAYEZ SAROFIM & CO	29	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	30
Baird Financial Group, Inc.	30	30	0.00%	0.02%	0.04%	Q2 2016	Q3 2023	30
QUANTUM CAPITAL MANAGEMENT	30	30	0.15%	0.37%	1.04%	Q2 2013	Q3 2020	30
COLDSTREAM CAPITAL MANAGEMENT INC	26	4	0.03%	0.10%	0.36%	Q1 2016	Q3 2023	30
PINNACLE FINANCIAL PARTNERS INC	24	5	0.01%	0.09%	0.21%	Q4 2015	Q3 2023	29
NEXT Financial Group, Inc	23	6	0.01%	0.06%	0.17%	Q3 2014	Q4 2021	29
NewFocus Financial Group, LLC	29	29	0.84%	1.93%	4.28%	Q4 2013	Q4 2020	29
REGENTATLANTIC CAPITAL LLC	26	3	0.02%	0.03%	0.05%	Q4 2014	Q3 2022	29
BANK OF STOCKTON	29	29	0.70%	1.81%	3.47%	Q3 2016	Q3 2023	29
Transform Wealth, LLC	25	4	0.03%	0.14%	0.36%	Q2 2016	Q3 2023	29
KINGS POINT CAPITAL MANAGEMENT	29	29	0.00%	0.07%	0.17%	Q1 2015	Q1 2022	29
Mechanics Bank Trust Department	29	29	0.94%	1.32%	1.68%	Q3 2016	Q3 2023	29
WELCH & FORBES LLC	29	29	0.01%	0.01%	0.01%	Q3 2016	Q3 2023	29
Argent Trust Co	21	8	0.02%	0.10%	0.47%	Q4 2014	Q1 2023	29
SVA Wealth Management, LLC	29	29	0.04%	0.07%	0.19%	Q4 2013	Q4 2020	29
Clearstead Advisors, LLC	28	28	0.10%	0.16%	0.28%	Q4 2016	Q3 2023	28
Capital Investment Advisors, LLC	24	2	0.01%	0.02%	0.02%	Q3 2016	Q4 2023	28
Avantax Planning Partners, Inc.	28	28	0.05%	0.13%	0.37%	Q4 2016	Q3 2023	28
WEALTHSOURCE PARTNERS, LLC	19	9	0.02%	0.15%	0.49%	Q1 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.00%	0.02%	0.04%	Q4 2016	Q3 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.31%	0.59%	1.26%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.01%	0.03%	0.07%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.26%	0.36%	0.47%	Q2 2013	Q2 2022	28
Bryn Mawr Capital Management, LLC	28	28	0.39%	1.47%	4.50%	Q4 2016	Q3 2023	28
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	14	1	0.01%	0.02%	0.02%	Q2 2014	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.02%	0.04%	0.05%	Q4 2016	Q3 2023	28
Ullmann Wealth Partners Group, LLC	28	28	0.35%	1.36%	4.59%	Q4 2016	Q3 2023	28
CWH Capital Management, Inc.	28	28	0.58%	0.94%	1.94%	Q4 2013	Q3 2020	28
IHT Wealth Management, LLC	28	28	0.00%	0.08%	0.16%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.04%	0.19%	0.84%	Q4 2016	Q3 2023	28
Traynor Capital Management, Inc.	21	6	0.03%	0.15%	0.40%	Q4 2014	Q1 2022	27
Global Retirement Partners, LLC	20	7	0.02%	0.06%	0.20%	Q4 2016	Q3 2023	27
BURNS J W & CO INC/NY	27	27	0.05%	0.21%	0.38%	Q2 2013	Q4 2019	27
Cornerstone Wealth Management, LLC	24	3	0.02%	0.06%	0.11%	Q4 2016	Q3 2023	27
B. Riley Wealth Advisors, Inc.	14	3	0.01%	0.05%	0.13%	Q2 2013	Q3 2022	27
BOYS ARNOLD & CO INC	16	11	0.06%	0.09%	0.12%	Q2 2013	Q1 2020	27
Private Wealth Advisors, Inc.	27	27	0.23%	0.39%	0.53%	Q2 2013	Q4 2019	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.05%	0.27%	0.42%	Q2 2013	Q4 2019	27
SYNOVUS FINANCIAL CORP	27	27	0.00%	0.01%	0.01%	Q1 2017	Q3 2023	27
Norway Savings Bank	26	1	0.05%	0.16%	0.32%	Q4 2016	Q3 2023	27
Lido Advisors, LLC	27	27	0.00%	0.23%	0.37%	Q1 2017	Q3 2023	27
MML INVESTORS SERVICES, LLC	26	26	0.01%	0.07%	0.21%	Q2 2017	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.01%	0.03%	0.12%	Q2 2013	Q3 2019	26
ADVISORS MANAGEMENT GROUP INC /ADV	14	12	0.07%	0.10%	0.13%	Q1 2017	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.02%	0.05%	0.15%	Q2 2017	Q3 2023	26
BUCKINGHAM STRATEGIC WEALTH, LLC	26	26	0.01%	0.03%	0.07%	Q2 2017	Q3 2023	26
Bartlett & Co. LLC	18	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2023	26
AXA S.A.	26	26	0.00%	0.02%	0.05%	Q2 2013	Q3 2019	26
CONFLUENCE INVESTMENT MANAGEMENT LLC	26	26	0.07%	0.47%	1.32%	Q3 2013	Q4 2019	26
AFT, FORSYTH & COMPANY, INC.	24	2	0.94%	1.13%	1.32%	Q2 2013	Q3 2023	26
Veritable, L.P.	23	1	0.00%	0.03%	0.04%	Q4 2013	Q2 2023	26
Marietta Wealth Management, LLC	26	26	0.16%	0.23%	0.34%	Q2 2017	Q3 2023	26
Schneider Downs Wealth Management Advisors, LP	26	26	0.08%	0.11%	0.16%	Q2 2017	Q3 2023	26
Spectrum Management Group, LLC	22	3	0.04%	0.08%	0.12%	Q3 2015	Q3 2022	25
COBIZ WEALTH, LLC	25	25	0.16%	0.27%	0.36%	Q2 2013	Q2 2019	25
Integrated Investment Consultants, LLC	14	1	0.05%	0.09%	0.14%	Q1 2016	Q3 2023	25
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	25	25	0.12%	0.13%	0.15%	Q3 2017	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.01%	0.10%	0.15%	Q4 2015	Q4 2021	25
GRIFFIN ASSET MANAGEMENT, INC.	25	25	0.06%	0.08%	0.10%	Q3 2017	Q3 2023	25
Voya Financial Advisors, Inc.	25	25	0.04%	0.16%	0.37%	Q1 2015	Q1 2021	25
USCA RIA LLC	25	25	0.02%	0.28%	0.59%	Q2 2015	Q2 2021	25
SOL Capital Management CO	25	25	0.09%	0.18%	0.66%	Q3 2017	Q3 2023	25
ALERUS FINANCIAL NA	25	25	0.04%	0.05%	0.08%	Q3 2017	Q3 2023	25
Csenge Advisory Group	25	25	0.16%	2.18%	3.72%	Q3 2017	Q3 2023	25
FORVIS Wealth Advisors, LLC	24	1	0.01%	0.02%	0.03%	Q1 2015	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.07%	0.29%	0.88%	Q2 2017	Q2 2023	25
Carnegie Capital Asset Management, LLC	19	1	0.01%	0.02%	0.03%	Q4 2016	Q3 2023	25
MCF Advisors LLC	24	1	0.00%	0.00%	0.01%	Q4 2011	Q4 2019	25
Corundum Group, Inc.	20	5	0.32%	0.56%	0.86%	Q2 2017	Q3 2023	25
Marquette Asset Management, LLC	25	25	0.09%	0.10%	0.12%	Q3 2013	Q3 2019	25
Financial Architects, Inc	18	2	0.01%	0.03%	0.06%	Q2 2013	Q2 2020	25
TCI Wealth Advisors, Inc.	24	1	0.02%	0.05%	0.25%	Q4 2012	Q1 2023	25
Centerpoint Advisors, LLC	24	24	2.46%	6.49%	13.17%	Q4 2017	Q3 2023	24
First Command Bank	24	24	0.01%	0.02%	0.04%	Q3 2017	Q2 2023	24
Stordahl Capital Management, Inc.	24	24	0.63%	0.83%	1.05%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.04%	0.05%	0.06%	Q4 2017	Q3 2023	24
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	18	6	0.08%	0.56%	0.99%	Q2 2013	Q2 2019	24
DAVENPORT & Co LLC	11	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	24
HANCOCK WHITNEY CORP	24	24	0.03%	0.09%	0.21%	Q4 2017	Q3 2023	24
Hudson Capital Management LLC	24	24	0.18%	4.36%	5.91%	Q4 2017	Q3 2023	24
KELLEHER FINANCIAL ADVISORS	23	1	0.16%	0.32%	0.77%	Q2 2013	Q2 2019	24
Hugh Johnson Advisors LLC	24	24	0.08%	0.17%	0.25%	Q3 2013	Q2 2019	24
First Command Financial Services, Inc.	24	24	0.00%	0.10%	1.93%	Q3 2017	Q2 2023	24
Independence Bank of Kentucky	24	24	0.00%	0.05%	0.12%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.41%	0.53%	0.73%	Q4 2017	Q3 2023	24
WealthTrust Fairport, LLC	24	24	2.54%	3.02%	3.55%	Q2 2013	Q1 2019	24
Peterson Wealth Advisors, LLC	24	24	0.13%	0.20%	0.31%	Q4 2017	Q3 2023	24
Broadview Financial Management, LLC	24	24	6.22%	7.33%	9.06%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.15%	0.26%	Q4 2017	Q3 2023	24
Slow Capital, Inc.	24	24	0.49%	0.77%	1.31%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.09%	0.15%	0.25%	Q4 2017	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	0.49%	0.69%	0.95%	Q4 2017	Q3 2023	24
Spectrum Asset Management, Inc. (NB/CA)	24	24	0.25%	0.76%	1.13%	Q4 2014	Q3 2020	24
Palisade Asset Management, LLC	24	24	0.05%	0.06%	0.07%	Q4 2017	Q3 2023	24
All Terrain Financial Advisors, LLC	24	24	0.10%	0.15%	0.19%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.09%	0.39%	1.23%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.04%	0.08%	0.20%	Q4 2017	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	0.37%	0.63%	0.89%	Q4 2015	Q3 2021	24
CNB Bank	24	24	0.01%	0.09%	0.13%	Q4 2017	Q3 2023	24
MEITAV INVESTMENT HOUSE LTD	23	23	0.00%	0.02%	0.06%	Q1 2018	Q3 2023	23
BRIDGES INVESTMENT MANAGEMENT INC	19	4	0.01%	0.02%	0.02%	Q4 2017	Q3 2023	23
PIN OAK INVESTMENT ADVISORS INC	20	3	0.01%	0.02%	0.03%	Q4 2017	Q3 2023	23
CAHABA WEALTH MANAGEMENT, INC.	23	23	0.06%	0.23%	0.56%	Q1 2018	Q3 2023	23
PARAMETRIC PORTFOLIO ASSOCIATES LLC	21	2	0.00%	0.00%	0.00%	Q2 2016	Q1 2022	23
Vista Private Wealth Partners. LLC	14	3	0.11%	0.15%	0.20%	Q3 2017	Q3 2023	23
Edelman Financial Services, LLC	23	23	0.00%	0.94%	1.15%	Q2 2013	Q4 2018	23
Relaxing Retirement Coach	23	23	0.08%	0.15%	0.35%	Q4 2017	Q2 2023	23
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC	23	23	0.16%	0.21%	0.26%	Q2 2013	Q4 2018	23
BROWN BROTHERS HARRIMAN & CO	12	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.04%	0.08%	0.13%	Q2 2013	Q1 2019	23
Lowe Wealth Advisors, LLC	22	22	0.00%	0.00%	0.00%	Q3 2018	Q4 2023	22
Exchange Capital Management, Inc.	22	22	0.03%	0.40%	0.99%	Q2 2013	Q3 2018	22
Summit Asset Management, LLC	19	1	0.06%	0.24%	0.38%	Q2 2013	Q4 2021	22
Ironwood Financial, llc	22	22	0.01%	0.33%	0.74%	Q2 2018	Q3 2023	22
SUNTRUST BANKS INC	18	4	0.00%	0.01%	0.01%	Q3 2013	Q3 2019	22
FULTON BREAKEFIELD BROENNIMAN LLC	22	22	0.35%	0.48%	0.71%	Q2 2018	Q3 2023	22
Baystate Wealth Management LLC	19	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	22
Capital Planning Advisors, LLC	22	22	0.10%	0.49%	0.73%	Q4 2014	Q1 2020	22
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	18	4	0.05%	0.12%	0.51%	Q4 2017	Q3 2023	22
Cordasco Financial Network	22	22	0.03%	0.04%	0.05%	Q1 2017	Q2 2022	22
Murphy, Middleton, Hinkle & Parker, Inc.	14	4	0.14%	0.19%	0.37%	Q4 2017	Q3 2023	22
Westside Investment Management, Inc.	8	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	22
West Branch Capital LLC	22	22	0.09%	0.26%	0.83%	Q2 2018	Q3 2023	22
Mutual Advisors, LLC	18	4	0.02%	0.13%	0.43%	Q4 2017	Q3 2023	22
Thomasville National Bank	10	1	0.02%	0.03%	0.05%	Q1 2015	Q3 2023	22
Fiduciary Trust Co International of Pennsylvania	17	1	0.03%	0.05%	0.06%	Q2 2013	Q1 2020	22
Strategic Wealth Partners Group, LLC	13	9	0.05%	0.08%	0.20%	Q1 2018	Q3 2023	22
CENTAURUS FINANCIAL, INC.	15	7	0.01%	0.05%	0.20%	Q4 2017	Q2 2023	22
Prime Capital Investment Advisors, LLC	10	4	0.01%	0.05%	0.24%	Q4 2017	Q3 2023	22
C-J Advisory, Inc.	21	21	0.36%	0.80%	1.09%	Q3 2016	Q3 2021	21
PRIVATE MANAGEMENT GROUP INC	21	21	0.02%	0.02%	0.03%	Q3 2018	Q3 2023	21
Financial Engines Advisors L.L.C.	21	21	0.00%	0.49%	0.84%	Q3 2018	Q3 2023	21
Ballentine Partners, LLC	15	2	0.00%	0.02%	0.03%	Q1 2016	Q3 2023	21
Parallax Volatility Advisers, L.P.	19	19	0.00%	0.00%	0.00%	Q4 2014	Q2 2019	21
Savant Capital, LLC	21	21	0.02%	0.08%	0.40%	Q3 2018	Q3 2023	21
WealthShield Partners, LLC	12	1	0.01%	0.09%	0.47%	Q4 2017	Q3 2023	21
BerganKDV Wealth Management, LLC	21	21	0.00%	0.01%	0.02%	Q2 2018	Q2 2023	21
LexAurum Advisors, LLC	21	21	0.13%	0.17%	0.22%	Q3 2018	Q3 2023	21
Main Management LLC	16	5	1.72%	3.55%	6.35%	Q2 2013	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.02%	0.05%	0.09%	Q3 2018	Q3 2023	21
Sound Income Strategies, LLC	21	21	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	21
SALEM INVESTMENT COUNSELORS INC	18	3	0.00%	0.00%	0.01%	Q3 2016	Q3 2023	21
Hanlon Investment Management, Inc.	9	1	0.00%	0.31%	1.57%	Q3 2014	Q3 2023	21
Essex Financial Services, Inc.	21	21	0.05%	0.07%	0.14%	Q3 2013	Q3 2018	21
Cutter & CO Brokerage, Inc.	21	21	0.08%	0.18%	0.45%	Q4 2014	Q4 2019	21
Starfire Investment Advisers, Inc.	11	10	2.77%	3.16%	3.93%	Q1 2015	Q2 2020	21
LVZ, Inc.	21	21	4.21%	5.78%	10.45%	Q4 2013	Q4 2018	21
Peachtree Investment Partners, LLC	20	20	0.07%	0.17%	0.41%	Q4 2018	Q3 2023	20
Compton Wealth Advisory Group, LLC	20	20	0.30%	0.41%	0.64%	Q4 2018	Q3 2023	20
FORT PITT CAPITAL GROUP, LLC	20	20	0.02%	0.02%	0.03%	Q4 2015	Q3 2020	20
SEGALL BRYANT & HAMILL, LLC	15	5	0.01%	0.02%	0.02%	Q1 2018	Q1 2023	20
Vantage Investment Advisors, LLC	20	20	0.17%	0.26%	0.41%	Q4 2013	Q3 2018	20
Outlook Wealth Advisors, LLC	20	20	0.24%	0.64%	1.33%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.03%	0.07%	0.16%	Q4 2017	Q3 2022	20
Salomon & Ludwin, LLC	20	20	2.36%	4.08%	5.48%	Q4 2018	Q3 2023	20
MANUFACTURERS LIFE INSURANCE COMPANY, THE	20	20	0.00%	0.00%	0.00%	Q4 2013	Q3 2018	20
LeJeune Puetz Investment Counsel LLC	20	20	0.20%	0.26%	0.34%	Q2 2018	Q1 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.04%	0.69%	2.44%	Q4 2014	Q3 2019	20
Meridian Wealth Management, LLC	14	1	0.09%	0.25%	0.49%	Q2 2018	Q3 2023	20
Kingsview Wealth Management, LLC	14	6	0.03%	0.04%	0.06%	Q3 2018	Q3 2023	20
PEOPLES BANK /OH	19	1	0.14%	0.21%	0.25%	Q4 2015	Q4 2020	20
PERRITT CAPITAL MANAGEMENT INC	20	20	0.10%	0.17%	0.23%	Q4 2018	Q3 2023	20
Archer Investment Corp	20	20	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.16%	4.35%	9.29%	Q4 2018	Q3 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.16%	0.41%	0.65%	Q4 2018	Q3 2023	20
Crescent Grove Advisors, LLC	20	20	0.07%	0.11%	0.44%	Q4 2018	Q3 2023	20
Clear Perspective Advisors, LLC	13	7	0.00%	0.13%	0.50%	Q4 2016	Q4 2021	20
Laurel Wealth Advisors LLC	20	20	0.06%	0.16%	0.21%	Q4 2018	Q3 2023	20
Freedom Investment Management, Inc.	20	20	0.03%	0.09%	0.64%	Q1 2013	Q4 2017	20
CRA Financial Services, LLC	20	20	0.12%	0.20%	0.28%	Q4 2018	Q3 2023	20
TIEDEMANN ADVISORS, LLC	20	20	0.23%	0.84%	3.37%	Q4 2018	Q3 2023	20
Asset Planning Services, Ltd.	18	2	0.09%	0.11%	0.19%	Q2 2015	Q2 2021	20
Pinnacle Bancorp, Inc.	20	20	0.04%	0.08%	0.12%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.26%	0.31%	0.36%	Q4 2018	Q3 2023	20
Legacy Bridge, LLC	20	20	0.06%	0.11%	0.20%	Q4 2018	Q3 2023	20
Hudock, Inc.	11	3	0.00%	0.03%	0.48%	Q2 2016	Q3 2022	20
Guidance Point Advisors, LLC	20	20	1.72%	1.88%	2.08%	Q4 2018	Q3 2023	20
Haverford Trust Co	12	1	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	20
Founders Capital Management	13	7	0.02%	0.04%	0.08%	Q1 2017	Q4 2023	20
Capital Investment Advisory Services, LLC	20	20	0.01%	0.01%	0.03%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.04%	0.07%	0.15%	Q4 2018	Q3 2023	20
Hanson & Doremus Investment Management	18	2	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	20
MONECO Advisors, LLC	20	20	0.31%	0.72%	1.34%	Q4 2018	Q3 2023	20
ALLIANCEBERNSTEIN L.P.	12	8	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	20
EP Wealth Advisors, LLC	20	20	0.01%	0.10%	0.23%	Q4 2018	Q3 2023	20
AE Wealth Management LLC	18	2	0.00%	0.03%	0.12%	Q2 2018	Q3 2023	20
IFG Advisory, LLC	15	1	0.03%	0.37%	1.47%	Q4 2017	Q3 2023	20
CIBC BANK USA	20	20	0.04%	0.07%	0.23%	Q2 2013	Q1 2018	20
Cresset Asset Management, LLC	20	20	0.01%	0.07%	0.13%	Q4 2018	Q3 2023	20
Integrated Wealth Concepts LLC	11	9	0.01%	0.09%	0.24%	Q4 2017	Q3 2023	20
Leonetti & Associates, LLC	20	20	1.05%	1.17%	1.31%	Q2 2013	Q1 2018	20
BRANDYWINE OAK PRIVATE WEALTH LLC	20	20	0.08%	0.12%	0.18%	Q4 2018	Q3 2023	20
Evanson Asset Management, LLC	19	19	0.10%	0.14%	0.18%	Q4 2013	Q2 2018	19
Wealthspire Advisors, L.P.	18	1	0.01%	0.05%	0.19%	Q4 2015	Q3 2020	19
First National Bank of South Miami	19	19	0.48%	0.74%	1.36%	Q4 2018	Q2 2023	19
PFG Advisors	14	5	0.10%	0.20%	0.44%	Q3 2018	Q3 2023	19
SG Americas Securities, LLC	7	1	0.00%	0.02%	0.06%	Q3 2013	Q4 2021	19
TSFG, LLC	19	19	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	19
River Wealth Advisors LLC	16	3	0.03%	0.19%	0.37%	Q2 2018	Q3 2023	19
Regal Investment Advisors LLC	10	3	0.04%	0.08%	0.23%	Q2 2013	Q4 2018	19
SRS Capital Advisors, Inc.	10	2	0.01%	1.54%	5.18%	Q3 2018	Q3 2023	19
Rikoon Group, LLC	19	19	0.09%	0.10%	0.16%	Q3 2016	Q1 2021	19
Institute for Wealth Management, LLC.	14	1	0.04%	0.05%	0.06%	Q4 2017	Q3 2023	19
Simplicity Solutions, LLC	4	1	0.01%	0.60%	6.01%	Q1 2015	Q3 2023	19
Kendall Capital Management	9	2	0.11%	0.48%	2.12%	Q4 2017	Q1 2023	19
Sand Hill Global Advisors, LLC	19	19	0.02%	0.57%	0.76%	Q2 2013	Q4 2017	19
CHEMICAL BANK	19	19	0.40%	0.48%	0.56%	Q4 2014	Q2 2019	19
SMITH SHELLNUT WILSON LLC /ADV	19	19	1.52%	1.99%	4.63%	Q1 2019	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	19
BRIGHTON JONES LLC	12	1	0.01%	0.03%	0.13%	Q2 2014	Q3 2023	19
Private Ocean, LLC	19	19	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.05%	0.19%	0.24%	Q4 2017	Q2 2022	19
IFC Holdings Incorporated/FL	19	19	0.02%	0.05%	0.06%	Q2 2013	Q4 2017	19
Cerity Partners LLC	18	1	0.00%	0.03%	0.14%	Q1 2017	Q3 2023	19
Rockefeller Capital Management L.P.	19	19	0.00%	0.05%	0.07%	Q1 2019	Q3 2023	19
Allen Investment Management, LLC	18	18	0.01%	0.01%	0.01%	Q2 2019	Q3 2023	18
Crestwood Advisors Group, LLC	18	18	0.03%	0.04%	0.05%	Q2 2019	Q3 2023	18
Rice Partnership, LLC	18	18	0.00%	0.02%	0.03%	Q2 2019	Q3 2023	18
Jacobus Wealth Management, Inc.	18	18	0.11%	0.13%	0.17%	Q2 2013	Q3 2017	18
DIVIDEND ASSETS CAPITAL, LLC	18	18	0.01%	0.02%	0.03%	Q2 2019	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.17%	0.22%	0.31%	Q2 2013	Q3 2017	18
Sheaff Brock Investment Advisors, LLC	15	1	0.02%	0.03%	0.04%	Q4 2015	Q3 2023	18
THOMPSON DAVIS & CO., INC.	17	1	0.00%	0.11%	0.20%	Q3 2014	Q4 2021	18
RPG Investment Advisory, LLC	18	18	0.00%	0.00%	0.00%	Q2 2017	Q3 2021	18
Allworth Financial LP	15	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2023	18
Ellevest, Inc.	18	18	0.01%	0.03%	0.06%	Q2 2019	Q3 2023	18
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	12	6	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	18
MAKENA CAPITAL MANAGEMENT LLC	14	4	0.33%	0.70%	2.12%	Q2 2015	Q3 2020	18
NATIONAL PLANNING CORP	18	18	0.10%	0.66%	2.02%	Q2 2013	Q3 2017	18
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	18	18	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	18
AFFINITY WEALTH MANAGEMENT LLC	12	1	0.10%	3.38%	13.33%	Q2 2013	Q2 2019	18
Catamount Wealth Management	18	18	0.00%	0.00%	0.01%	Q4 2014	Q1 2019	18
TRUE Private Wealth Advisors	12	1	0.00%	0.23%	0.46%	Q4 2015	Q4 2020	18
SUMMIT FINANCIAL GROUP, INC.	18	18	0.10%	0.15%	0.28%	Q2 2019	Q3 2023	18
Freedom Day Solutions, LLC	18	18	0.11%	0.18%	0.22%	Q1 2018	Q2 2022	18
SII INVESTMENTS INC/WI	18	18	0.02%	0.04%	0.08%	Q3 2013	Q4 2017	18
FAS Wealth Partners, Inc.	16	2	0.02%	0.04%	0.16%	Q4 2015	Q3 2023	18
Brown Advisory Securities, LLC	18	18	0.07%	0.21%	0.32%	Q1 2015	Q2 2019	18
Northeast Financial Consultants Inc	14	4	0.02%	0.02%	0.02%	Q1 2019	Q3 2023	18
Bremer Bank National Association	18	18	0.04%	0.07%	0.10%	Q1 2019	Q2 2023	18
Wallington Asset Management, LLC	18	18	0.04%	0.09%	0.13%	Q3 2015	Q4 2019	18
WOLVERINE TRADING, LLC	3	1	0.00%	0.00%	0.01%	Q2 2016	Q1 2021	18
Total Wealth Planning, LLC	14	4	0.06%	0.11%	0.14%	Q1 2019	Q3 2023	18
Renaissance Technologies	7	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2023	18
KCM INVESTMENT ADVISORS LLC	8	2	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	17
Horrell Capital Management, Inc.	17	17	0.03%	0.03%	0.04%	Q3 2019	Q3 2023	17
GABLES CAPITAL MANAGEMENT INC.	17	17	0.11%	0.44%	0.65%	Q3 2019	Q3 2023	17
GARRISON POINT ADVISORS, LLC	14	3	0.17%	0.19%	0.21%	Q2 2019	Q3 2023	17
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	8	2	0.01%	0.01%	0.01%	Q3 2014	Q4 2020	17
WFG Advisors, LP	17	17	0.00%	0.02%	0.07%	Q2 2013	Q2 2017	17
S. R. Schill & Associates	17	17	0.79%	1.77%	3.89%	Q4 2014	Q4 2018	17
BOSTON FINANCIAL MANGEMENT LLC	16	1	0.01%	0.01%	0.02%	Q3 2018	Q3 2023	17
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	17	0.01%	0.03%	0.06%	Q2 2017	Q2 2021	17
SHEPHERD KAPLAN KROCHUK, LLC	9	2	0.09%	0.16%	0.34%	Q3 2018	Q1 2023	17
Alpha Omega Wealth Management LLC	11	1	0.01%	0.07%	0.09%	Q1 2016	Q4 2021	17
FIRST UNITED BANK & TRUST	17	17	0.14%	0.19%	0.22%	Q1 2015	Q1 2019	17
FIRST INTERSTATE BANK	17	17	0.03%	0.04%	0.08%	Q4 2015	Q4 2019	17
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14	1	0.06%	0.11%	0.16%	Q2 2018	Q3 2023	17
Wolff Financial Management LLC	10	1	0.07%	0.29%	0.44%	Q4 2018	Q3 2023	17
Summit Trail Advisors, LLC	15	1	0.02%	0.15%	0.50%	Q4 2017	Q3 2023	17
Hubbell Strickland Wealth Management, LLC	17	17	0.36%	0.45%	0.56%	Q3 2019	Q3 2023	17
Sterling Investment Advisors, Ltd.	17	17	0.01%	0.01%	0.03%	Q2 2018	Q2 2022	17
Gladstone Institutional Advisory LLC	17	17	0.03%	0.07%	0.15%	Q3 2019	Q3 2023	17
NATIXIS ADVISORS, L.P.	12	5	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	17
LINCOLN NATIONAL CORP	12	1	0.01%	0.01%	0.03%	Q4 2017	Q3 2023	17
Prospera Financial Services Inc	9	1	0.00%	0.08%	0.17%	Q3 2013	Q1 2023	17
Bedel Financial Consulting, Inc.	17	17	0.00%	0.02%	0.02%	Q1 2018	Q1 2022	17
MYCIO WEALTH PARTNERS, LLC	14	3	0.01%	0.01%	0.02%	Q2 2013	Q4 2019	17
COUNTRY TRUST BANK	17	17	0.00%	0.00%	0.00%	Q3 2018	Q3 2022	17
Telos Capital Management, Inc.	12	4	0.37%	0.60%	1.21%	Q1 2015	Q4 2019	16
RPg Family Wealth Advisory, LLC	11	1	0.02%	0.17%	0.24%	Q4 2015	Q1 2022	16
COMERICA SECURITIES,INC.	11	5	0.03%	0.15%	0.38%	Q1 2019	Q3 2023	16
Key FInancial Inc	16	16	0.19%	0.31%	0.66%	Q4 2019	Q3 2023	16
FIFTH THIRD SECURITIES, INC.	6	1	0.25%	0.49%	1.01%	Q3 2016	Q3 2023	16
MARINER INDEPENDENT ADVISOR NETWORK, LLC	8	1	0.05%	0.93%	5.16%	Q2 2014	Q3 2022	16
Merit Financial Group, LLC	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.15%	0.25%	0.34%	Q4 2019	Q3 2023	16
DEUTSCHE BANK AG\	10	6	0.00%	0.01%	0.03%	Q3 2013	Q2 2020	16
Edge Wealth Management LLC	16	16	0.00%	0.00%	0.01%	Q4 2015	Q3 2019	16
Sugarloaf Wealth Management, LLC	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
Connecticut Wealth Management, LLC	7	4	0.02%	0.05%	0.10%	Q2 2019	Q3 2023	16
WASHINGTON TRUST Co	15	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	16
Live Your Vision, LLC	11	5	0.08%	0.09%	0.11%	Q3 2014	Q1 2019	16
Harborview Advisors, LLC	16	16	0.52%	0.72%	0.96%	Q4 2017	Q3 2021	16
Arkadios Wealth Advisors	16	16	0.05%	0.13%	0.27%	Q4 2019	Q3 2023	16
CUE ADVISORY SERVICES, INC.	16	16	0.62%	0.78%	1.17%	Q4 2014	Q3 2018	16
Maltin Wealth Management, Inc.	16	16	0.55%	0.84%	1.07%	Q4 2019	Q3 2023	16
Oldfather Financial Services, LLC	16	16	1.90%	2.12%	2.48%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	16
THRIVENT FINANCIAL FOR LUTHERANS	14	1	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
INVESTMENT CENTERS OF AMERICA INC	15	1	0.03%	0.04%	0.08%	Q3 2013	Q3 2017	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.03%	0.04%	0.07%	Q4 2019	Q3 2023	16
Carl P. Sherr & Co., LLC	16	16	0.18%	0.29%	0.93%	Q4 2019	Q3 2023	16
Parcion Private Wealth LLC	16	16	0.06%	0.74%	3.71%	Q4 2019	Q3 2023	16
Mattern Wealth Management LLC	16	16	0.12%	0.36%	0.83%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.02%	0.16%	0.40%	Q4 2019	Q3 2023	16
FinTrust Capital Advisors, LLC	13	3	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	16
DAVIDSON TRUST CO	16	16	0.19%	0.34%	0.42%	Q4 2019	Q3 2023	16
MACROVIEW INVESTMENT MANAGEMENT LLC	16	16	0.07%	0.12%	0.22%	Q4 2019	Q3 2023	16
Busey Bank	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.00%	0.03%	0.04%	Q4 2019	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.24%	0.52%	1.60%	Q4 2019	Q3 2023	16
Klingman & Associates, LLC	8	1	0.02%	0.05%	0.07%	Q4 2014	Q2 2023	16
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	16	16	0.14%	0.20%	0.27%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.04%	0.06%	0.11%	Q4 2019	Q3 2023	16
Compagnie Lombard Odier SCmA	16	16	0.01%	0.02%	0.02%	Q4 2013	Q3 2017	16
Valeo Financial Advisors, LLC	15	1	0.00%	0.01%	0.01%	Q3 2017	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	0.24%	0.41%	1.15%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	0.04%	0.05%	0.07%	Q4 2019	Q3 2023	16
Cribstone Capital Management, LLC	15	1	0.00%	0.06%	0.13%	Q2 2016	Q2 2020	16
PSI Advisors, LLC	16	16	0.02%	0.15%	0.30%	Q4 2019	Q3 2023	16
Atlas Private Wealth Management, LLC	16	16	0.45%	0.59%	0.68%	Q4 2019	Q3 2023	16
Moors & Cabot, Inc.	9	6	0.02%	0.04%	0.06%	Q3 2015	Q3 2023	15
PACIFIC SUN FINANCIAL CORP	6	1	0.40%	0.51%	0.63%	Q1 2018	Q2 2023	15
Wellspring Financial Advisors, LLC	15	15	0.44%	0.78%	1.01%	Q1 2020	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	0.64%	1.20%	1.74%	Q4 2019	Q3 2023	15
CX Institutional	9	6	0.00%	0.04%	0.20%	Q2 2018	Q3 2023	15
INVERNESS COUNSEL LLC /NY/	15	15	0.01%	0.02%	0.02%	Q1 2019	Q3 2022	15
StrategIQ Financial Group, LLC	15	15	0.13%	0.21%	0.34%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.04%	0.13%	0.30%	Q2 2013	Q4 2016	15
First Citizens Financial Corp	13	2	3.72%	4.09%	4.38%	Q4 2019	Q3 2023	15
First City Capital Management, Inc.	7	1	0.07%	0.10%	0.14%	Q1 2014	Q2 2023	15
Gradient Investments LLC	7	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2022	15
Fulcrum Capital LLC	15	15	0.59%	1.48%	1.98%	Q2 2018	Q4 2021	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.12%	0.30%	0.45%	Q1 2020	Q3 2023	15
FDx Advisors, Inc.	10	2	0.01%	0.05%	0.12%	Q1 2015	Q2 2019	15
Harel Insurance Investments & Financial Services Ltd.	9	1	0.00%	0.02%	0.04%	Q2 2017	Q4 2021	15
Advisor Group, Inc.	15	15	0.04%	0.08%	0.16%	Q2 2016	Q4 2019	15
Disciplined Investments, LLC	15	15	0.03%	0.08%	0.16%	Q4 2019	Q2 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	15
CIBC Private Wealth Group, LLC	12	3	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	15
AMG National Trust Bank	14	1	0.02%	0.04%	0.05%	Q4 2015	Q3 2023	15
Moser Wealth Advisors, LLC	13	2	0.04%	0.04%	0.05%	Q4 2019	Q3 2023	15
BREMER TRUST NATIONAL ASSOCIATION	15	15	0.07%	0.15%	0.20%	Q2 2015	Q4 2018	15
HHM Wealth Advisors, LLC	15	15	0.00%	0.01%	0.02%	Q1 2020	Q3 2023	15
HOLLENCREST CAPITAL MANAGEMENT	10	1	0.00%	0.03%	0.05%	Q4 2013	Q3 2023	15
Kalos Management, Inc.	7	1	0.07%	0.78%	2.71%	Q4 2015	Q2 2023	15
Dynamic Advisor Solutions LLC	13	2	0.01%	0.02%	0.04%	Q3 2019	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.04%	0.08%	0.13%	Q1 2020	Q3 2023	15
Avion Wealth	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
Graypoint LLC	15	15	0.08%	0.12%	0.19%	Q1 2020	Q3 2023	15
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
Soltis Investment Advisors LLC	15	15	0.08%	0.27%	0.43%	Q1 2020	Q3 2023	15
SNS Financial Group, LLC	15	15	0.10%	0.27%	0.58%	Q2 2013	Q4 2016	15
BlackRock Investment Management, LLC	15	15	0.00%	0.00%	0.00%	Q2 2013	Q4 2016	15
Wambolt & Associates, LLC	14	1	0.09%	0.22%	0.35%	Q4 2018	Q4 2022	15
CITIZENS FINANCIAL GROUP INC/RI	15	15	0.02%	0.02%	0.03%	Q1 2020	Q3 2023	15
B. Riley Wealth Management, Inc.	7	7	0.02%	0.13%	0.43%	Q1 2014	Q1 2020	14
MISSION WEALTH MANAGEMENT, LP	13	1	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	14
Capital Investment Counsel, Inc	11	1	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	14
FRANKLIN RESOURCES INC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
TWO SIGMA SECURITIES, LLC	6	1	0.00%	0.14%	0.97%	Q3 2015	Q4 2022	14
FIDUCIARY TRUST CO	13	1	0.00%	0.01%	0.01%	Q2 2017	Q3 2023	14
VIRIDIAN RIA, LLC	12	2	0.46%	0.58%	0.75%	Q3 2018	Q1 2022	14
RITHOLTZ WEALTH MANAGEMENT	14	14	0.01%	0.03%	0.08%	Q2 2020	Q3 2023	14
Bragg Financial Advisors, Inc	12	2	0.02%	0.04%	0.06%	Q1 2019	Q3 2023	14
Risk Paradigm Group, LLC	11	1	0.28%	0.80%	2.48%	Q1 2015	Q4 2018	14
HERITAGE INVESTORS MANAGEMENT CORP	6	3	0.01%	0.01%	0.02%	Q1 2017	Q3 2023	14
Capital Advisory Group Advisory Services, LLC	9	5	0.01%	0.15%	1.19%	Q1 2018	Q3 2021	14
ARQ WEALTH ADVISORS, LLC	14	14	0.18%	0.21%	0.25%	Q2 2020	Q3 2023	14
Global Trust Asset Management, LLC	14	14	0.00%	0.00%	0.00%	Q4 2017	Q1 2021	14
WEST PACES ADVISORS INC.	10	1	0.01%	0.08%	0.13%	Q4 2016	Q3 2023	14
Modera Wealth Management, LLC	14	14	0.01%	0.02%	0.03%	Q2 2020	Q3 2023	14
FULTON BANK, N.A.	14	14	0.05%	0.05%	0.05%	Q3 2020	Q4 2023	14
CVA Family Office, LLC	14	14	0.02%	0.03%	0.05%	Q1 2020	Q2 2023	14
First PREMIER Bank	13	1	0.00%	0.02%	0.04%	Q1 2020	Q3 2023	14
RKL Wealth Management LLC	14	14	0.09%	0.13%	0.16%	Q2 2020	Q3 2023	14
Lehman & Derafelo Financial Resources LLC	12	2	0.00%	0.00%	0.00%	Q4 2018	Q3 2022	14
Atlantic Union Bankshares Corp	14	14	0.02%	0.03%	0.04%	Q2 2020	Q3 2023	14
Aptus Capital Advisors, LLC	9	5	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	14
BENNETT SELBY INVESTMENTS LP	13	13	0.13%	0.17%	0.22%	Q4 2020	Q4 2023	13
Leelyn Smith, LLC	13	13	0.01%	0.02%	0.03%	Q4 2019	Q4 2022	13
SevenBridge Financial Group, LLC	13	13	0.01%	0.01%	0.01%	Q2 2016	Q2 2019	13
Wealthspire Advisors, LLC	12	1	0.01%	0.01%	0.02%	Q1 2020	Q3 2023	13
StoneX Group Inc.	10	3	0.03%	0.53%	0.94%	Q2 2017	Q4 2021	13
Investors Capital Advisory Services	13	13	0.16%	0.20%	0.23%	Q2 2013	Q2 2016	13
ORSER CAPITAL MANAGEMENT, LLC	9	4	0.15%	0.35%	0.50%	Q4 2017	Q1 2022	13
KANALY TRUST CO	13	13	0.00%	0.01%	0.01%	Q4 2013	Q4 2016	13
J.W. COLE ADVISORS, INC.	8	1	0.07%	0.13%	0.32%	Q4 2019	Q3 2023	13
OPTIMUM INVESTMENT ADVISORS	7	1	0.00%	0.01%	0.01%	Q3 2013	Q1 2022	13
Evensky & Katz LLC	13	13	0.01%	0.02%	0.07%	Q1 2019	Q1 2022	13
Bell Rock Capital LLC	13	13	0.03%	0.03%	0.05%	Q4 2016	Q4 2019	13
Affiance Financial, LLC	13	13	0.03%	0.04%	0.04%	Q4 2019	Q4 2022	13
Beacon Pointe Advisors, LLC	13	13	0.01%	0.01%	0.03%	Q3 2020	Q3 2023	13
LIBERTY WEALTH MANAGEMENT LLC	13	13	0.01%	0.10%	0.28%	Q4 2018	Q4 2021	13
Kestra Advisory Services, LLC	13	13	0.07%	0.10%	0.16%	Q3 2020	Q3 2023	13
Element Wealth, LLC	13	13	0.02%	0.04%	0.12%	Q4 2019	Q4 2022	13
NewEdge Advisors, LLC	6	1	0.00%	0.02%	0.04%	Q2 2017	Q3 2023	13
YHB Investment Advisors, Inc.	13	13	0.13%	0.14%	0.15%	Q3 2020	Q3 2023	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.37%	1.08%	2.39%	Q4 2018	Q4 2021	13
Cetera Investment Advisers	12	1	0.05%	0.08%	0.16%	Q1 2019	Q3 2023	13
Archford Capital Strategies, LLC	13	13	0.00%	0.01%	0.01%	Q1 2014	Q1 2017	13
Mine & Arao Wealth Creation & Management, LLC.	13	13	0.28%	0.31%	0.34%	Q3 2020	Q3 2023	13
Pacific Center for Financial Services	10	3	0.00%	0.01%	0.01%	Q2 2020	Q3 2023	13
Whitegate Investment Counselors, Inc.	13	13	0.20%	0.28%	0.33%	Q1 2017	Q1 2020	13
CONDOR CAPITAL MANAGEMENT	9	4	0.03%	0.03%	0.04%	Q1 2019	Q3 2023	13
Winslow, Evans & Crocker, Inc.	12	1	0.00%	0.00%	0.00%	Q3 2014	Q4 2020	13
Wealthcare Advisory Partners LLC	11	1	0.00%	0.01%	0.01%	Q2 2016	Q1 2021	13
Founders Financial Alliance, LLC	13	13	0.02%	0.03%	0.03%	Q3 2020	Q3 2023	13
TODD ASSET MANAGEMENT LLC	12	12	0.04%	0.07%	0.15%	Q2 2013	Q1 2016	12
JFS WEALTH ADVISORS, LLC	10	2	0.00%	0.31%	0.48%	Q4 2015	Q3 2023	12
Octavia Wealth Advisors, LLC	12	12	0.13%	0.16%	0.26%	Q4 2020	Q3 2023	12
Partnervest Advisory Services LLC	6	1	0.01%	0.14%	0.24%	Q2 2013	Q3 2020	12
SOA Wealth Advisors, LLC.	12	12	0.86%	1.58%	2.38%	Q4 2020	Q3 2023	12
THOROUGHBRED FINANCIAL SERVICES, LLC	7	1	0.03%	0.07%	0.15%	Q1 2019	Q3 2023	12
Rosenberg Matthew Hamilton	12	12	0.01%	0.02%	0.04%	Q2 2020	Q1 2023	12
Sage Mountain Advisors LLC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Krilogy Financial LLC	11	1	0.03%	0.04%	0.06%	Q3 2015	Q3 2018	12
Certified Advisory Corp	11	1	0.00%	0.51%	1.22%	Q4 2017	Q1 2021	12
WADE G W & INC	12	12	0.09%	0.14%	0.18%	Q4 2020	Q3 2023	12
Ten Capital Wealth Advisors, LLC	12	12	0.00%	0.08%	0.25%	Q3 2020	Q2 2023	12
VICUS CAPITAL	6	1	0.05%	0.38%	1.20%	Q1 2014	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Signature Wealth Management Partners, LLC	12	12	0.41%	0.44%	0.47%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.21%	0.27%	0.42%	Q4 2020	Q3 2023	12
Concert Wealth Management Inc.	4	2	0.03%	0.06%	0.10%	Q2 2013	Q4 2016	12
SOLARIS ASSET MANAGEMENT LLC	12	12	0.03%	0.17%	0.41%	Q1 2015	Q4 2017	12
Western Wealth Management, LLC	8	1	0.02%	0.03%	0.07%	Q4 2018	Q3 2023	12
Advisory Alpha, LLC	7	1	0.01%	0.09%	0.19%	Q1 2017	Q3 2020	12
Joseph P. Lucia & Associates, LLC	6	2	0.00%	0.01%	0.01%	Q1 2019	Q2 2022	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.04%	0.05%	0.07%	Q4 2018	Q3 2021	12
Renasant Bank	12	12	1.07%	1.35%	1.73%	Q4 2020	Q3 2023	12
VSR Financial Services, Inc.	12	12	0.15%	0.20%	0.29%	Q2 2013	Q1 2016	12
SMITH, MOORE & CO.	6	1	0.03%	0.07%	0.16%	Q4 2016	Q1 2022	12
MMA ASSET MANAGEMENT LLC	12	12	0.34%	1.28%	4.06%	Q4 2020	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.01%	0.01%	0.04%	Q4 2020	Q3 2023	12
Ausdal Financial Partners, Inc.	12	12	0.11%	0.21%	0.34%	Q4 2015	Q3 2018	12
BANK OF THE WEST	8	4	0.06%	0.10%	0.16%	Q2 2013	Q3 2016	12
FIRST NATIONAL TRUST CO	6	1	0.03%	0.04%	0.08%	Q1 2014	Q4 2018	12
Rodgers & Associates, LTD	12	12	0.65%	0.72%	0.79%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.09%	0.16%	0.22%	Q4 2020	Q3 2023	12
S.A. Mason LLC	12	12	0.06%	0.07%	0.08%	Q4 2020	Q3 2023	12
ANDERSON HOAGLAND & CO	12	12	0.16%	0.17%	0.25%	Q4 2020	Q3 2023	12
WEBSTER BANK, N. A.	9	3	0.01%	0.01%	0.01%	Q4 2016	Q1 2022	12
Brookstone Capital Management	10	2	0.01%	0.11%	0.70%	Q3 2020	Q3 2023	12
GREAT VALLEY ADVISOR GROUP, INC.	8	4	0.01%	0.05%	0.14%	Q1 2019	Q1 2022	12
Kowal Investment Group, LLC	12	12	0.06%	0.08%	0.10%	Q4 2020	Q3 2023	12
Personal Wealth Partners	7	5	0.11%	0.13%	0.17%	Q1 2019	Q1 2022	12
Peak Asset Management, LLC	12	12	0.26%	0.31%	0.44%	Q4 2014	Q3 2017	12
Bogart Wealth, LLC	11	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	5.56%	5.99%	6.83%	Q4 2020	Q3 2023	12
Willis Johnson & Associates, Inc.	12	12	4.32%	4.80%	5.14%	Q4 2020	Q3 2023	12
Oakwell Private Wealth Management, LLC	12	12	0.13%	0.19%	0.28%	Q4 2020	Q3 2023	12
MONTAG A & ASSOCIATES INC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
IEQ CAPITAL, LLC	9	3	0.01%	0.01%	0.02%	Q4 2019	Q2 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.02%	0.02%	Q2 2013	Q1 2016	12
MTM Investment Management, LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
EVERGREEN CAPITAL MANAGEMENT LLC	12	12	0.02%	0.02%	0.04%	Q4 2020	Q3 2023	12
Keel Point, LLC	7	5	0.04%	0.07%	0.15%	Q3 2018	Q1 2022	12
Ancora Advisors LLC	11	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	12
UBS ASSET MANAGEMENT AMERICAS INC	12	12	0.00%	0.00%	0.00%	Q4 2016	Q3 2019	12
STRATEGIC WEALTH MANAGEMENT INC	10	1	1.18%	1.90%	3.76%	Q4 2015	Q1 2019	11
Monument Capital Management	9	2	0.12%	2.44%	5.11%	Q4 2017	Q3 2020	11
Ballew Advisors, Inc	10	1	0.06%	0.28%	0.56%	Q1 2018	Q4 2020	11
SANDLER CAPITAL MANAGEMENT	3	1	0.29%	1.44%	2.44%	Q2 2015	Q3 2023	11
SEI INVESTMENTS CO	5	1	0.00%	0.00%	0.04%	Q4 2014	Q1 2020	11
HM PAYSON & CO	5	3	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	11
TRUEWEALTH LLC	11	11	0.01%	0.01%	0.01%	Q4 2017	Q2 2020	11
Rain Capital Management, LLC	11	11	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	11
LBA Wealth Management, LLC	11	11	0.03%	0.05%	0.09%	Q3 2014	Q1 2017	11
Sargent Bickham Lagudis LLC	5	2	0.00%	0.00%	0.01%	Q3 2017	Q4 2022	11
BBVA USA Bancshares, Inc.	6	1	0.01%	0.02%	0.03%	Q2 2013	Q1 2021	11
Spire Wealth Management	11	11	0.03%	0.06%	0.09%	Q1 2021	Q3 2023	11
RFG Advisory, LLC	9	1	0.01%	0.10%	0.22%	Q4 2018	Q3 2022	11
HYA Advisors, Inc	11	11	0.51%	0.70%	0.85%	Q4 2019	Q2 2022	11
Legacy Advisors, LLC	8	1	0.05%	0.15%	0.44%	Q4 2016	Q4 2019	11
Huntington Steele LLC	11	11	0.15%	0.21%	0.24%	Q3 2015	Q1 2018	11
GYL FINANCIAL SYNERGIES, LLC	6	5	0.03%	0.18%	0.42%	Q4 2018	Q3 2023	11
Meristem Family Wealth, LLC	11	11	0.07%	0.12%	0.15%	Q3 2019	Q1 2022	11
BOENNING & SCATTERGOOD, INC.	7	1	0.03%	0.06%	0.09%	Q2 2018	Q4 2022	11
WEST BANCORPORATION INC	4	3	0.12%	0.18%	0.26%	Q4 2019	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.30%	0.38%	0.46%	Q4 2018	Q2 2021	11
PATHSTONE FAMILY OFFICE, LLC	6	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	11
Tradewinds Capital Management, LLC	10	1	0.00%	0.00%	0.03%	Q2 2015	Q1 2022	11
Financial Partners Group, Inc	7	4	0.04%	1.22%	3.89%	Q4 2017	Q3 2023	11
Clearview Wealth Advisors LLC	11	11	0.01%	0.01%	0.04%	Q4 2020	Q2 2023	11
SIMON QUICK ADVISORS, LLC	6	1	0.00%	0.02%	0.03%	Q1 2017	Q1 2022	11
FormulaFolio Investments, LLC	4	2	0.01%	0.11%	0.41%	Q2 2017	Q4 2020	11
Bison Wealth, LLC	11	11	0.01%	0.12%	0.20%	Q4 2019	Q2 2022	11
Patriot Financial Group Insurance Agency, LLC	9	1	0.01%	0.06%	0.10%	Q4 2016	Q2 2023	11
Pallas Capital Advisors LLC	11	11	0.05%	0.12%	0.24%	Q1 2021	Q3 2023	11
CABOT WEALTH MANAGEMENT INC	11	11	0.06%	0.11%	0.26%	Q2 2013	Q4 2015	11
WESTPORT RESOURCES MANAGEMENT INC	11	11	0.00%	0.00%	0.01%	Q2 2013	Q4 2015	11
LYELL WEALTH MANAGEMENT, LP	8	3	0.04%	0.07%	0.18%	Q4 2020	Q3 2023	11
Litman Gregory Wealth Management LLC	11	11	0.00%	0.00%	0.01%	Q3 2018	Q1 2021	11
Accel Wealth Management	10	10	0.00%	0.01%	0.01%	Q4 2020	Q1 2023	10
HC FINANCIAL ADVISORS INC	10	10	0.01%	0.01%	0.01%	Q1 2020	Q2 2022	10
N.E.W. Advisory Services LLC	10	10	0.03%	0.06%	0.13%	Q4 2020	Q1 2023	10
Personal Capital Advisors Corp	9	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2022	10
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Hefty Wealth Partners	10	10	0.29%	0.37%	0.60%	Q4 2015	Q1 2018	10
Paragon Wealth Strategies, LLC	10	10	0.21%	0.75%	1.16%	Q4 2016	Q1 2019	10
Commonwealth Financial Services, LLC	10	10	0.01%	3.49%	15.60%	Q4 2014	Q1 2017	10
Pictet North America Advisors SA	10	10	0.13%	0.16%	0.24%	Q4 2013	Q1 2016	10
North Star Investment Management Corp.	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Destination Wealth Management	6	4	0.00%	0.04%	0.26%	Q2 2015	Q2 2019	10
ECLECTIC ASSOCIATES INC /ADV	6	4	0.10%	0.15%	0.20%	Q4 2020	Q3 2023	10
SVB Investment Services Inc.	10	10	0.10%	0.16%	0.19%	Q4 2019	Q1 2022	10
Berman Capital Advisors, LLC	10	10	0.01%	0.02%	0.02%	Q4 2018	Q1 2021	10
Elite Wealth Management, Inc.	9	1	0.01%	0.02%	0.04%	Q3 2012	Q3 2016	10
Kozak & Associates, Inc.	9	1	0.42%	0.67%	0.97%	Q4 2020	Q3 2023	10
PIERSHALE FINANCIAL GROUP, INC.	4	3	3.35%	8.38%	13.73%	Q2 2015	Q4 2020	10
Armbruster Capital Management, Inc.	10	10	0.05%	0.08%	0.16%	Q4 2015	Q1 2018	10
MainStreet Investment Advisors LLC	10	10	0.05%	0.07%	0.10%	Q2 2021	Q3 2023	10
JTC Employer Solutions Trustee Ltd	10	10	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	10
Strategic Blueprint, LLC	8	1	0.03%	0.04%	0.09%	Q3 2019	Q3 2023	10
Matthew Goff Investment Advisor, LLC	6	1	0.06%	0.18%	0.79%	Q3 2017	Q2 2023	10
Ameritas Investment Company, LLC	9	1	0.02%	0.05%	0.09%	Q1 2019	Q3 2021	10
RMB Capital Management, LLC	10	10	0.01%	0.01%	0.01%	Q4 2017	Q1 2020	10
Smith Anglin Financial, LLC	5	5	0.16%	2.00%	4.82%	Q4 2020	Q3 2023	10
FLAGSHIP HARBOR ADVISORS, LLC	10	10	0.01%	0.01%	0.01%	Q2 2018	Q3 2020	10
Belpointe Asset Management LLC	6	1	0.01%	0.06%	0.16%	Q3 2018	Q3 2023	10
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	10	10	0.36%	0.66%	0.83%	Q4 2017	Q1 2020	10
GPS Wealth Strategies Group, LLC	7	3	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	10
Apollon Wealth Management, LLC	8	1	0.04%	0.11%	0.52%	Q2 2019	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	10
ACAS, LLC	6	4	1.05%	1.11%	1.16%	Q1 2021	Q3 2023	10
TFG Advisers LLC	6	1	0.08%	0.11%	0.12%	Q4 2019	Q3 2023	10
Carnick & Kubik, LLC	10	10	0.27%	0.81%	2.39%	Q4 2013	Q1 2016	10
CITY NATIONAL BANK	10	10	0.03%	0.07%	0.13%	Q2 2013	Q3 2015	10
Codex Capital, L.L.C.	10	10	0.46%	0.63%	1.07%	Q2 2021	Q3 2023	10
CAHILL FINANCIAL ADVISORS INC	6	3	0.04%	0.04%	0.05%	Q4 2020	Q3 2023	9
Independent Wealth Network Inc.	9	9	0.28%	0.33%	0.42%	Q3 2021	Q3 2023	9
Stratos Investment Management, LLC	9	9	0.06%	0.09%	0.12%	Q3 2021	Q3 2023	9
Bromfield Sneider Wealth Advisors	9	9	0.16%	0.20%	0.26%	Q4 2021	Q4 2023	9
VAUGHAN DAVID INVESTMENTS LLC/IL	9	9	0.02%	0.02%	0.02%	Q1 2013	Q1 2015	9
CFS Investment Advisory Services, LLC	5	1	0.14%	0.62%	0.90%	Q4 2020	Q3 2023	9
EMORY UNIVERSITY	8	1	0.00%	0.11%	0.98%	Q2 2011	Q4 2013	9
PARK AVENUE SECURITIES LLC	8	1	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	9
FLOW TRADERS U.S. LLC	5	1	0.02%	0.07%	0.18%	Q1 2014	Q3 2023	9
Sather Financial Group Inc	9	9	0.06%	0.08%	0.09%	Q3 2021	Q3 2023	9
Karp Capital Management Corp	5	4	0.02%	0.06%	0.12%	Q4 2014	Q4 2019	9
Dentgroup LLC	9	9	0.33%	0.40%	0.49%	Q4 2021	Q4 2023	9
HRT FINANCIAL LP	5	2	0.01%	0.06%	0.22%	Q1 2020	Q3 2023	9
C M BIDWELL & ASSOCIATES LTD	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
Kovack Advisors, Inc.	4	1	0.14%	0.64%	1.66%	Q2 2013	Q1 2018	9
First National Bank of Hutchinson	6	3	0.07%	0.13%	0.16%	Q4 2020	Q3 2023	9
ERTS Wealth Advisors, LLC	7	2	0.01%	0.23%	0.37%	Q4 2018	Q3 2023	9
Sowell Financial Services LLC	7	2	0.02%	0.03%	0.05%	Q4 2018	Q1 2021	9
PRUDENTIAL FINANCIAL INC	8	1	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	9
Ahrens Investment Partners LLC	5	1	0.02%	0.08%	0.18%	Q1 2017	Q1 2023	9
Crewe Advisors LLC	8	1	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	9
Versant Capital Management, Inc	9	9	0.00%	0.00%	0.01%	Q2 2019	Q2 2021	9
Tarbox Family Office, Inc.	9	9	0.02%	0.02%	0.02%	Q1 2020	Q1 2022	9
Pinnacle Summer Investments, Inc.	8	1	0.02%	0.03%	0.04%	Q2 2013	Q3 2015	9
SIMPLEX TRADING, LLC	3	1	0.00%	0.00%	0.01%	Q1 2015	Q4 2021	9
BFSG, LLC	5	4	0.04%	0.08%	0.10%	Q3 2017	Q4 2019	9
AWM CAPITAL, LLC	9	9	0.11%	0.32%	0.62%	Q3 2021	Q3 2023	9
SECURITY NATIONAL BANK OF SO DAK	6	1	0.16%	0.22%	0.28%	Q1 2021	Q3 2023	9
CONGRESS ASSET MANAGEMENT CO /MA	3	1	0.00%	0.02%	0.10%	Q4 2018	Q3 2023	9
Cascade Investment Advisors, Inc.	9	9	0.04%	0.05%	0.06%	Q2 2019	Q2 2021	9
Dorsey Wright & Associates	4	1	0.03%	0.90%	4.16%	Q2 2015	Q3 2023	9
Your Advocates Ltd., LLP	9	9	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	9
BARCLAYS PLC	6	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.03%	0.09%	0.15%	Q3 2021	Q3 2023	9
Fragasso Group Inc.	9	9	0.02%	0.04%	0.07%	Q4 2021	Q4 2023	9
Vickerman Investment Advisors, Inc.	9	9	0.12%	0.17%	0.29%	Q3 2021	Q3 2023	9
Leonard Rickey Investment Advisors P.L.L.C.	9	9	0.54%	0.62%	0.68%	Q4 2017	Q4 2019	9
Sequent Asset Management, LLC	8	8	0.82%	1.10%	1.59%	Q1 2015	Q4 2016	8
Aurora Private Wealth, Inc.	8	8	0.12%	0.16%	0.19%	Q3 2020	Q2 2022	8
Qube Research & Technologies Ltd	4	1	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	8
Trail Ridge Investment Advisors, LLC	8	8	1.43%	1.53%	1.62%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.16%	0.21%	0.30%	Q4 2021	Q3 2023	8
Planned Solutions, Inc.	4	1	0.26%	0.32%	0.36%	Q4 2020	Q2 2023	8
Clientfirst Wealth Management, LLC	8	8	0.30%	0.37%	0.42%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	0.03%	0.06%	0.08%	Q4 2021	Q3 2023	8
Strengthening Families & Communities, LLC	8	8	0.00%	0.06%	0.24%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.14%	0.19%	0.24%	Q4 2021	Q3 2023	8
Syverson Strege & Co	8	8	0.02%	0.11%	0.20%	Q4 2020	Q3 2022	8
MOTCO	8	8	0.02%	0.02%	0.02%	Q2 2013	Q1 2015	8
TIAA, FSB	5	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	8
Larson Financial Group LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Wealthstream Advisors, Inc.	8	8	0.23%	0.34%	0.45%	Q4 2021	Q3 2023	8
Newbridge Financial Services Group, Inc.	4	1	0.00%	0.02%	0.02%	Q3 2020	Q2 2023	8
Benchmark Wealth Management, LLC	7	1	0.16%	0.18%	0.20%	Q4 2019	Q1 2022	8
PFS Partners, LLC	8	8	0.10%	0.12%	0.14%	Q4 2021	Q3 2023	8
Baldrige Asset Management LLC	8	8	0.00%	0.01%	0.01%	Q2 2021	Q1 2023	8
Thrive Capital Management, LLC	8	8	0.85%	0.97%	1.16%	Q4 2021	Q3 2023	8
PCG Wealth Advisors, LLC	8	8	0.26%	0.30%	0.45%	Q4 2021	Q3 2023	8
C2C Wealth Management, LLC	8	8	0.20%	0.22%	0.24%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	3.38%	3.52%	3.73%	Q4 2021	Q3 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.01%	0.01%	0.01%	Q2 2013	Q1 2015	8
Ameritas Advisory Services, LLC	8	8	0.02%	0.04%	0.09%	Q4 2021	Q3 2023	8
IBERIABANK CORP	8	8	0.10%	0.16%	0.23%	Q1 2017	Q4 2018	8
Aldebaran Financial Inc.	6	2	0.16%	0.18%	0.20%	Q1 2014	Q2 2016	8
HOWE & RUSLING INC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	3.49%	3.67%	3.94%	Q4 2021	Q3 2023	8
MGO ONE SEVEN LLC	5	1	0.00%	0.04%	0.08%	Q4 2017	Q2 2021	8
NWAM LLC	3	1	0.01%	0.12%	0.58%	Q2 2015	Q3 2021	8
WEDBUSH SECURITIES INC	4	1	0.01%	0.03%	0.05%	Q3 2013	Q1 2022	8
Filbrandt Wealth Management, LLC	8	8	0.23%	0.24%	0.26%	Q4 2019	Q3 2021	8
Choate Investment Advisors	8	8	0.00%	0.00%	0.00%	Q3 2020	Q2 2022	8
MKT Advisors LLC	8	8	0.20%	0.21%	0.23%	Q4 2021	Q3 2023	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2023	8
SOMERVILLE KURT F	8	8	0.14%	0.15%	0.17%	Q4 2021	Q3 2023	8
Sterling Investment Counsel, LLC	8	8	0.12%	0.17%	0.24%	Q4 2021	Q3 2023	8
Mechanics Financial Corp	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.18%	0.22%	0.25%	Q4 2021	Q3 2023	8
NCM Capital Management, LLC	8	8	0.23%	0.27%	0.38%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.01%	0.01%	0.02%	Q4 2020	Q3 2022	8
NORWOOD FINANCIAL CORP	8	8	0.94%	1.02%	1.22%	Q4 2021	Q3 2023	8
Klaas Financial Asset Advisors, LLC	8	8	0.12%	0.28%	0.53%	Q4 2020	Q3 2022	8
Citizens National Bank Trust Department	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	0.26%	0.31%	0.39%	Q4 2021	Q3 2023	8
Waldron Private Wealth LLC	8	8	0.01%	0.02%	0.05%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.03%	0.07%	0.10%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.06%	0.07%	0.09%	Q4 2021	Q3 2023	8
Balentine LLC	7	1	0.00%	0.03%	0.05%	Q2 2016	Q4 2021	8
Realta Investment Advisors	4	2	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	8
Colorado Capital Management, Inc.	3	2	0.12%	0.14%	0.17%	Q3 2018	Q2 2022	8
Independent Advisor Alliance	5	1	0.02%	0.05%	0.16%	Q4 2019	Q3 2023	8
TAGStone Capital, Inc.	8	8	0.84%	1.00%	1.23%	Q4 2021	Q3 2023	8
McDonough Capital Management, Inc	8	8	0.29%	0.31%	0.34%	Q4 2021	Q3 2023	8
Grant/GrossMendelsohn, LLC	8	8	0.23%	0.39%	0.52%	Q4 2020	Q3 2022	8
LTG Capital LLC	8	8	3.42%	3.60%	4.09%	Q4 2021	Q3 2023	8
Sterling Capital Management LLC	8	8	0.00%	0.00%	0.00%	Q4 2016	Q3 2018	8
Hardy Reed LLC	6	2	0.06%	0.07%	0.08%	Q3 2020	Q1 2023	8
Robertson Stephens Wealth Management, LLC	8	8	0.03%	0.05%	0.10%	Q4 2021	Q3 2023	8
Baker Avenue Asset Management, LP	5	1	0.01%	0.03%	0.06%	Q3 2013	Q3 2023	8
Stephens Consulting, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Darrow Company, Inc.	8	8	1.87%	2.05%	2.42%	Q4 2021	Q3 2023	8
Insight Inv LLC	8	8	0.05%	0.06%	0.06%	Q4 2021	Q3 2023	8
Triangle Securities Wealth Management	8	8	0.22%	0.24%	0.28%	Q2 2013	Q1 2015	8
Bank of Kentucky, Inc.	8	8	0.20%	0.23%	0.26%	Q2 2013	Q1 2015	8
Ledyard National Bank	8	8	0.00%	0.00%	0.01%	Q1 2017	Q4 2018	8
Stonebridge Capital Advisors LLC	4	1	0.00%	0.00%	0.01%	Q2 2019	Q4 2022	8
Firestone Capital Management	8	8	0.01%	0.01%	0.01%	Q4 2019	Q3 2021	8
Center for Financial Planning, Inc.	6	1	0.00%	0.01%	0.02%	Q4 2019	Q2 2022	7
MANCHESTER FINANCIAL INC	6	1	0.01%	0.02%	0.02%	Q2 2019	Q1 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.34%	0.70%	0.93%	Q2 2013	Q4 2014	7
FOUNDERS BANK & TRUST	7	7	0.00%	0.04%	0.06%	Q2 2013	Q4 2014	7
Cobble Hill Financial Services, INC	7	7	5.41%	5.73%	6.02%	Q1 2013	Q3 2014	7
Financial Connections Group, Inc.	7	7	0.01%	0.01%	0.02%	Q4 2021	Q2 2023	7
V Wealth Advisors LLC	7	7	0.20%	0.43%	0.77%	Q1 2016	Q3 2017	7
Anchor Investment Management, LLC	6	1	0.00%	0.00%	0.00%	Q3 2017	Q4 2022	7
John W. Brooker & Co., CPAs	7	7	0.01%	0.01%	0.01%	Q4 2019	Q2 2021	7
RHUMBLINE ADVISERS	2	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2023	7
American Trust	7	7	0.01%	0.04%	0.07%	Q4 2021	Q2 2023	7
Bank of New Hampshire	7	7	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	7
Edge Advisors, LLC	7	7	0.00%	0.00%	0.01%	Q4 2016	Q2 2018	7
Accredited Investors Inc.	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
EWG Elevate Inc.	5	2	0.08%	1.33%	3.25%	Q2 2020	Q2 2023	7
BOK Financial Private Wealth, Inc.	5	1	0.00%	0.02%	0.06%	Q2 2016	Q2 2023	7
SAXON INTERESTS, INC.	7	7	0.12%	0.18%	0.21%	Q4 2021	Q2 2023	7
Timber Hill LLC	4	1	0.01%	0.02%	0.04%	Q2 2013	Q3 2017	7
Prestige Wealth Management Group LLC	7	7	0.00%	0.01%	0.02%	Q4 2018	Q2 2020	7
Ironwood Investment Counsel, LLC	5	2	0.05%	0.06%	0.08%	Q1 2021	Q3 2023	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.01%	0.04%	Q4 2020	Q4 2022	7
Altium Wealth Management LLC	7	7	0.02%	0.03%	0.03%	Q4 2020	Q2 2022	7
Kohmann Bosshard Financial Services, LLC	7	7	0.07%	0.08%	0.09%	Q1 2022	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	0.04%	0.05%	0.06%	Q2 2020	Q4 2021	7
BENJAMIN EDWARDS INC	6	1	0.00%	1.18%	2.42%	Q1 2019	Q2 2022	7
Graves Light Lenhart Wealth, Inc.	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
Bensler, LLC	7	7	0.06%	0.07%	0.07%	Q1 2022	Q3 2023	7
COMERICA SECURITIES INC	5	2	0.03%	0.07%	0.13%	Q1 2015	Q4 2018	7
TEXAS PERMANENT SCHOOL FUND CORP	7	7	0.01%	0.02%	0.03%	Q1 2013	Q3 2014	7
TCF National Bank	7	7	0.56%	0.61%	0.66%	Q3 2019	Q1 2021	7
Charter Oak Capital Management, LLC	7	7	0.01%	0.02%	0.02%	Q4 2020	Q2 2022	7
Placemark Investments, Inc.	7	7	0.01%	0.02%	0.05%	Q2 2013	Q4 2014	7
JSF Financial, LLC	7	7	0.18%	3.86%	4.76%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.02%	0.05%	0.06%	Q1 2022	Q3 2023	7
Aaron Wealth Advisors LLC	7	7	0.00%	0.05%	0.09%	Q1 2022	Q3 2023	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.00%	0.03%	0.05%	Q4 2017	Q3 2019	7
First Western Trust Bank	7	7	0.08%	0.10%	0.11%	Q1 2022	Q3 2023	7
INDEPENDENT INVESTORS INC	4	3	0.05%	0.05%	0.06%	Q2 2021	Q3 2023	7
Townsend & Associates, Inc	7	7	0.49%	0.81%	1.00%	Q4 2017	Q2 2019	7
Clear Perspectives Financial Planning, LLC	7	7	0.02%	0.04%	0.04%	Q4 2020	Q2 2022	7
CreativeOne Wealth, LLC	6	1	0.02%	0.04%	0.08%	Q4 2020	Q3 2023	7
Weaver Consulting Group	7	7	0.00%	0.00%	0.00%	Q1 2019	Q3 2020	7
Kavar Capital Partners, LLC	3	1	0.00%	0.00%	0.00%	Q1 2014	Q2 2019	7
Pure Financial Advisors, LLC	7	7	0.01%	0.02%	0.02%	Q2 2022	Q4 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.19%	0.20%	0.21%	Q1 2022	Q3 2023	7
NORTHEAST INVESTMENT MANAGEMENT	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
626 Financial, LLC	6	1	0.26%	0.28%	0.33%	Q4 2021	Q3 2023	7
Pinnacle Family Advisors, LLC	4	1	0.60%	3.22%	7.96%	Q3 2017	Q1 2023	7
Argentus Capital Management, LLC	5	2	0.00%	0.12%	0.34%	Q3 2013	Q3 2016	7
Global Financial Private Capital, Inc	7	7	0.06%	0.10%	0.11%	Q3 2017	Q1 2019	7
Allegheny Financial Group LTD	7	7	0.24%	0.43%	0.49%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	7
BRINKER CAPITAL INC	6	6	0.01%	0.01%	0.02%	Q1 2019	Q2 2020	6
MILLENNIUM MANAGEMENT LLC	2	1	0.00%	0.00%	0.00%	Q2 2014	Q4 2018	6
Retirement Planning Group, LLC	6	6	0.03%	0.19%	0.29%	Q2 2022	Q3 2023	6
SVB WEALTH LLC	3	1	0.00%	0.00%	0.01%	Q4 2019	Q4 2022	6
Farmers & Merchants Trust Co of Chambersburg PA	4	1	0.01%	0.04%	0.05%	Q1 2019	Q1 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Atlas Private Wealth Advisors	6	6	0.01%	0.01%	0.01%	Q2 2020	Q3 2021	6
Zions Bancorporation, N.A.	6	6	0.00%	0.00%	0.01%	Q2 2021	Q3 2022	6
EATON VANCE MANAGEMENT	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
MEEDER ASSET MANAGEMENT INC	4	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2021	6
New Millennium Group LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
AdvicePeriod, LLC	5	1	0.02%	0.02%	0.03%	Q4 2019	Q2 2021	6
Piscataqua Savings Bank	6	6	0.01%	0.02%	0.05%	Q2 2022	Q3 2023	6
Atria Investments, Inc	3	1	0.02%	0.25%	0.44%	Q1 2015	Q3 2023	6
HighMark Wealth Management LLC	6	6	0.00%	0.01%	0.01%	Q4 2019	Q1 2021	6
VANCE WEALTH, INC.	6	6	0.57%	0.98%	1.42%	Q2 2022	Q3 2023	6
Paracle Advisors, LLC	5	1	0.09%	1.12%	1.35%	Q3 2019	Q1 2021	6
First Command Advisory Services, Inc.	4	1	0.00%	0.36%	2.19%	Q2 2018	Q3 2023	6
DENVER INVESTMENT ADVISORS LLC	6	6	0.02%	0.03%	0.04%	Q4 2016	Q1 2018	6
Hayden Royal, LLC	3	1	0.12%	0.21%	0.41%	Q4 2018	Q4 2021	6
WESPAC Advisors, LLC	3	3	0.15%	0.18%	0.23%	Q3 2017	Q1 2019	6
SIGNET FINANCIAL MANAGEMENT, LLC	3	1	0.02%	0.04%	0.08%	Q1 2018	Q2 2022	6
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4	1	0.00%	0.04%	0.24%	Q4 2018	Q3 2023	6
Curtis Advisory Group, LLC	4	2	0.19%	0.33%	0.54%	Q4 2021	Q3 2023	6
Integer Wealth Advisors Group LLC	6	6	2.74%	3.66%	4.02%	Q4 2019	Q1 2021	6
CHEMUNG CANAL TRUST CO	4	2	0.04%	0.05%	0.05%	Q4 2021	Q4 2023	6
MCDONALD PARTNERS LLC	4	2	0.06%	0.06%	0.07%	Q4 2020	Q2 2022	6
First Western Capital Management Co	6	6	0.33%	0.50%	0.62%	Q3 2014	Q4 2015	6
TNF LLC	6	6	0.18%	0.22%	0.27%	Q3 2021	Q4 2022	6
CLIFFORD SWAN INVESTMENT COUNSEL LLC	6	6	0.01%	0.01%	0.01%	Q3 2020	Q4 2021	6
CAMBRIDGE TRUST CO	6	6	0.00%	0.01%	0.01%	Q4 2021	Q1 2023	6
Courage Miller Partners, LLC	6	6	1.34%	1.42%	1.47%	Q2 2013	Q3 2014	6
FIRST FOUNDATION ADVISORS	6	6	0.02%	0.03%	0.05%	Q3 2013	Q4 2014	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.05%	0.06%	0.08%	Q4 2020	Q1 2022	6
COUNTRY CLUB BANK /GFN	6	6	0.08%	0.10%	0.12%	Q2 2022	Q3 2023	6
INTERACTIVE FINANCIAL ADVISORS, INC.	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Legacy Financial Advisors, Inc.	6	6	0.00%	0.00%	0.00%	Q4 2017	Q1 2019	6
Orion Portfolio Solutions, LLC	3	1	0.00%	0.02%	0.09%	Q4 2019	Q1 2023	6
Arete Wealth Advisors, LLC	3	1	0.02%	0.22%	0.44%	Q2 2015	Q1 2022	6
MARINO, STRAM & ASSOCIATES LLC	6	6	0.08%	0.09%	0.10%	Q4 2017	Q1 2019	6
Mount Yale Investment Advisors, LLC	3	1	0.01%	0.12%	0.45%	Q1 2018	Q4 2022	6
Harvest Investment Services, LLC	4	2	0.24%	1.09%	1.88%	Q1 2019	Q3 2023	6
MA Private Wealth	6	6	0.07%	0.21%	0.44%	Q4 2018	Q1 2020	6
Lenox Wealth Advisors, LLC	4	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2022	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	6	6	0.03%	0.03%	0.03%	Q4 2021	Q1 2023	6
UBS AG	6	6	0.06%	0.07%	0.08%	Q2 2013	Q3 2014	6
Hedeker Wealth, LLC	3	1	0.08%	0.23%	0.66%	Q3 2015	Q1 2021	6
Barber Financial Group, Inc.	2	1	0.30%	1.46%	3.16%	Q3 2017	Q1 2023	6
ACIMA PRIVATE WEALTH, LLC	6	6	0.00%	0.17%	0.74%	Q4 2018	Q1 2020	6
Efficient Advisors, LLC	6	6	0.18%	0.19%	0.20%	Q1 2016	Q2 2017	6
CFO4Life Group, LLC	4	2	0.04%	0.05%	0.05%	Q4 2021	Q3 2023	6
Highview Capital Management LLC/DE/	4	2	0.12%	0.20%	0.44%	Q4 2021	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.26%	0.34%	0.53%	Q2 2022	Q3 2023	6
Parasol Investment Management, LLC	6	6	0.03%	0.03%	0.03%	Q4 2013	Q1 2015	6
Cedar Mountain Advisors, LLC	6	6	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	6
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.02%	0.03%	0.03%	Q1 2018	Q1 2019	5
CIM, LLC	4	1	0.08%	0.11%	0.12%	Q4 2017	Q2 2022	5
SlateStone Wealth, LLC	5	5	0.12%	0.15%	0.18%	Q1 2022	Q1 2023	5
Laurel Wealth Advisors, Inc.	5	5	0.96%	1.06%	1.10%	Q4 2021	Q4 2022	5
WESBANCO BANK INC	5	5	0.01%	0.01%	0.01%	Q1 2021	Q1 2022	5
OPPENHEIMER ASSET MANAGEMENT INC.	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
CENTRAL BANK & TRUST CO	5	5	0.00%	0.01%	0.02%	Q2 2015	Q2 2016	5
CAPITAL WEALTH MANAGEMENT, LLC	5	5	2.96%	3.10%	3.17%	Q4 2017	Q4 2018	5
Laidlaw Wealth Management LLC	5	5	0.04%	0.05%	0.05%	Q2 2022	Q2 2023	5
Frontier Wealth Management LLC	3	1	0.01%	0.02%	0.03%	Q4 2019	Q4 2021	5
Virtu KCG Holdings LLC	1	1	0.00%	0.02%	0.05%	Q1 2014	Q4 2016	5
Clarus Wealth Advisors	5	5	0.03%	0.06%	0.09%	Q2 2018	Q2 2019	5
Lee Financial Co	5	5	0.04%	0.06%	0.10%	Q2 2017	Q2 2018	5
VeraBank, N.A.	3	2	0.08%	0.10%	0.14%	Q4 2021	Q3 2023	5
Strategic Wealth Partners, Ltd.	5	5	0.00%	0.37%	1.30%	Q4 2017	Q4 2018	5
PGIM Custom Harvest LLC	4	1	0.01%	0.02%	0.06%	Q3 2021	Q3 2023	5
WILMINGTON TRUST CO	5	5	0.09%	0.15%	0.21%	Q2 2013	Q2 2014	5
SMITH CHAS P & ASSOCIATES PA CPAS	5	5	2.28%	2.50%	2.60%	Q2 2013	Q2 2014	5
Whitnell & Co.	5	5	0.33%	0.37%	0.42%	Q4 2018	Q4 2019	5
M&R CAPITAL MANAGEMENT INC	5	5	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	5
Manchester Capital Management LLC	5	5	0.00%	0.00%	0.00%	Q1 2019	Q1 2020	5
Chanos & Co LP	5	5	5.96%	9.15%	11.43%	Q2 2018	Q2 2019	5
Farmers National Bank	3	2	0.06%	0.07%	0.09%	Q4 2017	Q2 2019	5
Meridian Wealth Partners, LLC	4	1	0.01%	0.01%	0.02%	Q4 2019	Q1 2021	5
WOODMONT INVESTMENT COUNSEL LLC	4	1	0.01%	0.01%	0.01%	Q2 2015	Q3 2016	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.03%	0.05%	0.10%	Q4 2016	Q4 2017	5
Concorde Asset Management, LLC	2	1	0.11%	2.02%	5.10%	Q1 2015	Q1 2022	5
BANQUE PICTET & CIE SA	3	2	0.02%	0.13%	0.30%	Q4 2013	Q1 2016	5
Wealth Dimensions Group, Ltd.	5	5	0.13%	0.25%	0.31%	Q4 2020	Q4 2021	5
Mill Capital Management, LLC	5	5	0.01%	0.02%	0.04%	Q3 2022	Q3 2023	5
USA FINANCIAL FORMULAS	3	2	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	5
Plancorp, LLC	4	1	0.07%	0.08%	0.10%	Q4 2017	Q1 2019	5
Timber Creek Capital Management LLC	5	5	0.05%	0.05%	0.05%	Q4 2013	Q4 2014	5
Capital Bank & Trust Co	5	5	0.00%	0.00%	0.00%	Q1 2019	Q1 2020	5
Kore Private Wealth LLC	3	2	0.00%	0.00%	0.00%	Q4 2018	Q2 2020	5
FIRST MIDWEST BANK TRUST DIVISION	4	1	0.04%	0.51%	0.83%	Q1 2015	Q1 2017	5
Hoese & Co LLP	5	5	0.05%	0.08%	0.13%	Q1 2021	Q1 2022	5
Mariner Wealth Advisors-Cincinnati, LLC	5	5	0.02%	0.02%	0.02%	Q3 2017	Q3 2018	5
SFMG, LLC	5	5	0.24%	6.83%	8.76%	Q2 2013	Q2 2014	5
Main Management ETF Advisors, LLC	5	5	7.61%	11.52%	13.89%	Q3 2022	Q3 2023	5
Old North State Trust, LLC	5	5	0.03%	0.04%	0.04%	Q3 2018	Q3 2019	5
CHURCHILL MANAGEMENT Corp	5	5	0.20%	0.25%	0.30%	Q4 2020	Q4 2021	5
Private Portfolio Partners LLC	3	1	0.06%	0.06%	0.07%	Q1 2021	Q3 2023	5
Aprio Wealth Management, LLC	5	5	0.07%	0.08%	0.10%	Q3 2022	Q3 2023	5
Financial Avengers, Inc.	4	1	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	5
Cadence Bank	5	5	0.08%	0.08%	0.08%	Q3 2022	Q3 2023	5
Delta Investment Management, LLC	5	5	0.08%	0.08%	0.09%	Q3 2022	Q3 2023	5
Omega Financial Group, LLC	5	5	0.30%	0.32%	0.34%	Q4 2018	Q4 2019	5
Portfolio Solutions, LLC	5	5	0.01%	0.01%	0.01%	Q1 2017	Q1 2018	5
Hoover Financial Advisors, Inc.	5	5	0.01%	0.02%	0.02%	Q2 2020	Q2 2021	5
HOHIMER WEALTH MANAGEMENT, LLC	5	5	0.06%	0.06%	0.07%	Q1 2021	Q1 2022	5
TRUST CO OF VIRGINIA /VA	5	5	0.05%	0.07%	0.07%	Q3 2022	Q3 2023	5
EverSource Wealth Advisors, LLC	4	1	0.01%	0.03%	0.10%	Q4 2021	Q3 2023	5
Wilmington Trust, National Association	5	5	0.21%	0.23%	0.29%	Q2 2013	Q2 2014	5
IFG Advisors, LLC	5	5	0.15%	0.17%	0.19%	Q3 2022	Q3 2023	5
US FINANCIAL ADVISORS, LLC	5	5	0.02%	0.02%	0.03%	Q4 2014	Q4 2015	5
Columbia Trust Co 01012016	4	1	0.10%	0.25%	0.42%	Q1 2022	Q3 2023	5
Fulcrum Equity Management	3	2	0.09%	0.20%	0.28%	Q4 2018	Q2 2021	5
BECKER CAPITAL MANAGEMENT INC	3	2	0.03%	0.10%	0.16%	Q3 2017	Q3 2023	5
Bowling Portfolio Management LLC	5	5	0.04%	0.05%	0.05%	Q1 2021	Q1 2022	5
Zullo Investment Group, Inc.	5	5	0.02%	0.02%	0.04%	Q4 2021	Q4 2022	5
55I, LLC	3	2	0.01%	0.02%	0.05%	Q2 2020	Q4 2021	5
Crescent Capital Consulting, LLC	5	5	0.50%	0.98%	1.44%	Q4 2020	Q4 2021	5
Tempus Wealth Planning, LLC	4	4	0.86%	1.02%	1.44%	Q1 2021	Q4 2021	4
Advisors Preferred, LLC	2	1	0.01%	0.93%	1.47%	Q1 2014	Q4 2022	4
Davis Investment Partners, LLC	4	4	0.80%	0.82%	0.82%	Q4 2022	Q3 2023	4
CAROLINAS WEALTH CONSULTING LLC	3	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	4
Koshinski Asset Management, Inc.	3	1	0.00%	0.01%	0.03%	Q3 2018	Q1 2022	4
CoreCap Advisors, LLC	3	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	4
SageView Advisory Group, LLC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	0.86%	1.20%	1.76%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
Camarda Financial Advisors, LLC	1	1	0.00%	1.31%	5.19%	Q4 2016	Q3 2023	4
Alaethes Wealth LLC	4	4	0.05%	0.06%	0.07%	Q2 2021	Q1 2022	4
Amplius Wealth Advisors, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Bank Pictet & Cie (Europe) AG	4	4	0.08%	0.12%	0.15%	Q4 2013	Q3 2014	4
FORT PITT CAPITAL GROUP INC	3	1	0.03%	0.03%	0.03%	Q2 2014	Q3 2015	4
Virtu Financial LLC	2	1	0.04%	0.05%	0.06%	Q2 2014	Q2 2019	4
B&D White Capital Company, LLC	3	1	0.02%	0.14%	0.21%	Q4 2020	Q1 2022	4
CHOREO, LLC	3	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	4
Polaris Wealth Advisory Group, LLC	4	4	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	4
STUDIO INVESTMENT MANAGEMENT LLC	4	4	0.00%	0.00%	0.00%	Q2 2022	Q1 2023	4
BNP PARIBAS FINANCIAL MARKETS	2	1	0.00%	0.02%	0.05%	Q2 2015	Q1 2023	4
LifePlan Financial Group, Inc	4	4	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	4
Whitaker-Myers Wealth Managers, LTD.	4	4	0.66%	0.70%	0.74%	Q4 2022	Q3 2023	4
Venturi Wealth Management, LLC	3	1	0.01%	0.01%	0.03%	Q2 2021	Q3 2023	4
Abbrea Capital, LLC	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
IBEX WEALTH ADVISORS	2	1	0.00%	0.27%	0.59%	Q4 2016	Q2 2021	4
Calamos Wealth Management LLC	4	4	0.03%	0.03%	0.03%	Q4 2017	Q3 2018	4
Nalls Sherbakoff Group, LLC	3	1	0.16%	0.17%	0.18%	Q4 2018	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
Stearns Financial Services Group	4	4	0.00%	0.00%	0.00%	Q1 2019	Q4 2019	4
Allegis Investment Advisors, LLC	2	2	0.22%	0.64%	1.10%	Q4 2015	Q4 2016	4
Park Place Capital Corp	4	4	0.50%	0.51%	0.52%	Q4 2022	Q3 2023	4
TRUST DEPARTMENT MB FINANCIAL BANK N A	4	4	0.01%	0.01%	0.01%	Q2 2018	Q1 2019	4
Hyperion Partners, LLC	4	4	0.44%	0.46%	0.47%	Q4 2022	Q3 2023	4
Parker Investment Management, LLC	4	4	0.15%	0.18%	0.24%	Q1 2016	Q4 2016	4
MARCO INVESTMENT MANAGEMENT LLC	4	4	0.02%	0.07%	0.10%	Q2 2013	Q1 2014	4
Good Life Advisors, LLC	4	4	0.07%	0.07%	0.08%	Q4 2018	Q3 2019	4
Heartwood Wealth Advisors LLC	4	4	0.11%	0.11%	0.11%	Q4 2022	Q3 2023	4
PEAPACK GLADSTONE FINANCIAL CORP	4	4	0.01%	0.02%	0.02%	Q1 2017	Q4 2017	4
INVESTORS TRUST INC	4	4	0.16%	0.18%	0.20%	Q3 2013	Q2 2014	4
Freedman Financial Associates, Inc.	4	4	0.14%	0.18%	0.22%	Q2 2021	Q1 2022	4
Milestone Investment Advisors LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	0.21%	0.23%	0.27%	Q4 2022	Q3 2023	4
KWMG, LLC	4	4	0.00%	0.00%	0.00%	Q2 2018	Q1 2019	4
TOWER TRUST Co	4	4	0.37%	0.73%	0.88%	Q2 2013	Q1 2014	4
Lebenthal Asset Management, LLC	4	4	0.05%	0.05%	0.06%	Q2 2016	Q1 2017	4
PREMIER ASSET MANAGEMENT LLC	2	2	0.06%	0.08%	0.12%	Q3 2019	Q3 2020	4
Mayflower Financial Advisors, LLC	4	4	0.03%	0.04%	0.06%	Q4 2022	Q3 2023	4
Family Asset Management, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.16%	0.18%	0.19%	Q4 2022	Q3 2023	4
Eagle Bay Advisors LLC	3	1	0.03%	0.09%	0.12%	Q2 2021	Q3 2023	4
MANAGED ACCOUNT ADVISORS LLC	4	4	0.00%	0.00%	0.00%	Q3 2014	Q2 2015	4
Transamerica Financial Advisors, Inc.	4	4	0.04%	0.13%	0.34%	Q1 2015	Q4 2015	4
Crosspoint Capital Strategies, LLC	4	4	0.05%	0.17%	0.30%	Q1 2015	Q4 2015	4
Mill Creek Capital Advisors, LLC	4	4	0.21%	0.23%	0.25%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Clark Capital Management Group, Inc.	2	2	0.01%	0.05%	0.08%	Q1 2017	Q3 2022	4
Wealth Quarterback LLC	2	2	0.02%	0.04%	0.06%	Q4 2019	Q3 2021	4
DOLIVER ADVISORS, LP	4	4	0.12%	0.13%	0.13%	Q1 2023	Q4 2023	4
Sunesis Advisors, LLC	4	4	0.51%	0.53%	0.55%	Q1 2022	Q4 2022	4
Watchman Group, Inc.	4	4	0.23%	0.48%	0.75%	Q4 2022	Q3 2023	4
Independence Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2019	Q3 2020	4
Royal Fund Management, LLC	2	1	0.02%	1.21%	2.24%	Q3 2017	Q1 2023	4
Elmwood Wealth Management, Inc.	3	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2020	4
Golden State Wealth Management, LLC	4	4	0.07%	0.08%	0.09%	Q2 2021	Q1 2022	4
Probity Advisors, Inc.	2	2	0.06%	0.07%	0.08%	Q3 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	0.61%	0.67%	0.72%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.52%	0.68%	1.10%	Q4 2022	Q3 2023	4
EVERMAY WEALTH MANAGEMENT LLC	4	4	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	4
Per Stirling Capital Management, LLC.	4	4	0.18%	0.33%	0.49%	Q4 2022	Q3 2023	4
Sonora Investment Management, LLC	4	4	0.00%	0.00%	0.00%	Q4 2019	Q3 2020	4
Farther Finance Advisors, LLC	4	4	0.00%	0.05%	0.20%	Q4 2022	Q3 2023	4
ROWLAND CARMICHAEL ADVISORS INC /ADV	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Vertex Planning Partners, LLC	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
STAR Financial Bank	4	4	1.57%	1.63%	1.71%	Q4 2022	Q3 2023	4
APPLETON PARTNERS INC/MA	2	1	0.02%	0.03%	0.03%	Q4 2017	Q2 2019	4
Moss Adams Wealth Advisors LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
M Holdings Securities, Inc.	2	1	0.02%	0.31%	0.53%	Q3 2014	Q2 2018	4
Allspring Global Investments Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	4
Brouwer & Janachowski, LLC	2	1	0.04%	0.04%	0.05%	Q1 2014	Q2 2021	4
Foundation Wealth Management, LLC	4	4	1.49%	1.57%	1.64%	Q4 2022	Q3 2023	4
RWA WEALTH PARTNERS, LLC	2	2	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	4
Modus Advisors, LLC	3	1	0.05%	0.24%	0.38%	Q4 2019	Q2 2021	4
Bleakley Financial Group, LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
FSA Wealth Management LLC	3	1	0.06%	0.06%	0.07%	Q4 2019	Q4 2020	4
EFG Asset Management (Americas) Corp.	3	1	0.03%	0.04%	0.07%	Q1 2014	Q3 2016	4
Eudaimonia Partners, LLC	3	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2021	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.07%	0.08%	0.10%	Q4 2022	Q3 2023	4
B. Riley Financial, Inc.	4	4	0.07%	0.10%	0.15%	Q3 2017	Q2 2018	4
ACG Wealth	1	1	0.00%	0.03%	0.05%	Q2 2017	Q2 2022	4
Brown Miller Wealth Management, LLC	3	1	0.23%	0.31%	0.35%	Q4 2020	Q3 2023	4
DDFG, Inc	4	4	1.72%	2.16%	2.36%	Q4 2022	Q3 2023	4
Y.D. More Investments Ltd	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Waverly Advisors, LLC	3	1	0.00%	0.01%	0.02%	Q3 2013	Q3 2015	4
Colonial Trust Co / SC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Windsor Advisory Group, LLC	4	4	0.18%	0.19%	0.20%	Q4 2022	Q3 2023	4
WOODWARD DIVERSIFIED CAPITAL, LLC	4	4	0.13%	0.14%	0.15%	Q4 2020	Q3 2021	4
Concord Wealth Partners	3	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	4
Diversified Trust Co	2	1	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	3
Integrated Wealth Management	2	1	0.00%	0.00%	0.01%	Q2 2015	Q2 2016	3
WealthStone, Inc.	3	3	0.18%	0.22%	0.25%	Q2 2019	Q4 2019	3
Johnson Midwest Financial, LLC	1	1	0.01%	4.46%	13.36%	Q4 2020	Q2 2023	3
GSB Wealth Management, LLC	3	3	0.34%	0.48%	0.56%	Q1 2023	Q3 2023	3
Silversage Advisors	3	3	1.34%	2.07%	2.46%	Q4 2019	Q2 2020	3
Summit Investment Advisory Services, LLC	3	3	0.17%	0.21%	0.28%	Q4 2022	Q2 2023	3
EASTERN BANK	3	3	0.02%	0.02%	0.02%	Q1 2018	Q3 2018	3
MAGNOLIA CAPITAL MANAGEMENT LTD	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
CALTON & ASSOCIATES, INC.	2	1	0.00%	0.09%	0.23%	Q4 2017	Q4 2020	3
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	1	1	0.02%	0.02%	0.02%	Q2 2020	Q4 2022	3
Cornerstone Advisory, LLC	3	3	0.38%	0.39%	0.41%	Q2 2017	Q4 2017	3
Enterprise Trust & Investment Co	3	3	0.02%	0.02%	0.02%	Q2 2019	Q4 2019	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Flagship Private Wealth, LLC	3	3	0.01%	0.02%	0.02%	Q4 2020	Q2 2021	3
Verdence Capital Advisors LLC	3	3	0.12%	0.13%	0.13%	Q1 2023	Q3 2023	3
Howard Capital Management Inc.	3	3	5.42%	5.54%	5.60%	Q4 2017	Q2 2018	3
MFA WEALTH ADVISORS, LLC	3	3	1.69%	1.72%	1.77%	Q1 2023	Q3 2023	3
BRADLEY FOSTER & SARGENT INC/CT	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Divergent Wealth Advisors	3	3	0.01%	0.02%	0.02%	Q1 2018	Q3 2018	3
PCA Investment Advisory Services Inc.	3	3	0.62%	0.70%	0.79%	Q1 2023	Q3 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.79%	1.31%	1.67%	Q4 2021	Q2 2022	3
Argent Wealth Management LLC	3	3	0.49%	0.54%	0.64%	Q4 2019	Q2 2020	3
TRUSTCORE FINANCIAL SERVICES, LLC	2	1	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	3
Clearstead Trust, LLC	3	3	0.01%	0.02%	0.04%	Q1 2023	Q3 2023	3
PETRA FINANCIAL ADVISORS INC	2	1	0.30%	0.33%	0.37%	Q4 2022	Q3 2023	3
MinichMacGregor Wealth Management, LLC	3	3	0.05%	0.43%	1.19%	Q4 2015	Q2 2016	3
Pathway Financial Advisors LLC	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Gratus Capital, LLC	3	3	0.03%	0.03%	0.03%	Q2 2021	Q4 2021	3
WealthPLAN Partners, LLC	2	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2016	3
Oxler Private Wealth LLC	2	1	0.01%	0.02%	0.06%	Q4 2020	Q3 2022	3
MACRO Consulting Group	2	1	0.12%	0.17%	0.25%	Q4 2018	Q1 2021	3
Zions Bancorporation	1	1	0.00%	0.14%	0.43%	Q1 2015	Q2 2018	3
MARIETTA INVESTMENT PARTNERS LLC	3	3	0.08%	0.09%	0.11%	Q3 2013	Q1 2014	3
Pinkerton Retirement Specialists, LLC	3	3	1.04%	1.30%	1.72%	Q1 2023	Q3 2023	3
VANGUARD GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Engrave Wealth Partners LLC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
Hirtle Callaghan & Co LLC	2	1	0.01%	0.02%	0.05%	Q4 2021	Q2 2023	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	3
Epstein & White Financial LLC	3	3	0.43%	1.44%	2.29%	Q1 2018	Q3 2018	3
Gupta Wealth Management LLC	3	3	0.00%	0.00%	0.01%	Q2 2015	Q4 2015	3
Gryphon Financial Partners LLC	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
High Net Worth Advisory Group LLC	3	3	0.09%	0.09%	0.09%	Q2 2023	Q4 2023	3
McAlister, Sweet & Associates, Inc.	3	3	2.53%	2.96%	3.59%	Q2 2023	Q4 2023	3
Sawyer & Company, Inc	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
Tranquility Partners, LLC	3	3	0.29%	0.31%	0.31%	Q2 2019	Q4 2019	3
REILLY FINANCIAL ADVISORS, LLC	2	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2020	3
THOMPSON INVESTMENT MANAGEMENT, INC.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
FIRST FINANCIAL CORP /IN/	3	3	0.01%	0.01%	0.01%	Q2 2015	Q4 2015	3
Empowered Funds, LLC	2	1	0.18%	0.25%	0.28%	Q4 2020	Q1 2023	3
Essex Savings Bank	3	3	0.00%	0.01%	0.01%	Q4 2018	Q2 2019	3
Allegiant Private Advisors, LLC	3	3	0.43%	0.45%	0.47%	Q4 2020	Q2 2021	3
Oxinas Partners Wealth Management LLC	3	3	0.33%	0.35%	0.38%	Q1 2023	Q3 2023	3
Red Door Wealth Management, LLC	2	1	0.00%	0.00%	0.01%	Q1 2020	Q2 2021	3
KESTRA PRIVATE WEALTH SERVICES, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Breakwater Capital Group	3	3	0.21%	0.22%	0.23%	Q1 2023	Q3 2023	3
Quantitative Advantage, LLC	3	3	8.55%	12.96%	15.41%	Q1 2015	Q3 2015	3
Fidelis Capital Partners, LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Clear Creek Financial Management, LLC	2	1	0.02%	0.33%	0.55%	Q3 2020	Q3 2023	3
UNITED BANK	3	3	0.10%	0.14%	0.17%	Q1 2023	Q3 2023	3
SAGE FINANCIAL GROUP INC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Permanens Capital L.P.	3	3	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	3
Procyon Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
Kerntke Otto McGlone Wealth Management Group	2	1	0.08%	0.12%	0.17%	Q4 2019	Q2 2021	3
F3Logic, LLC	3	3	0.13%	0.17%	0.20%	Q4 2018	Q2 2019	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Aris Wealth Services, Inc.	3	3	0.01%	0.04%	0.06%	Q1 2015	Q3 2015	3
Ruggaard & Associates LLC	3	3	0.53%	0.54%	0.55%	Q1 2023	Q3 2023	3
Virtue Capital Management, LLC	3	3	0.01%	0.08%	0.14%	Q4 2017	Q2 2018	3
Revolve Wealth Partners, LLC	2	1	0.05%	0.07%	0.08%	Q4 2021	Q3 2023	3
DT Investment Partners, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
1776 Wealth LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
ROPES WEALTH ADVISORS LLC	1	1	0.00%	0.01%	0.04%	Q1 2018	Q3 2022	3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
Single Point Partners, LLC	2	1	0.05%	0.07%	0.08%	Q1 2021	Q4 2021	3
Alerus Investment Advisors Corp	3	3	0.00%	0.00%	0.00%	Q3 2015	Q1 2016	3
HWG Holdings LP	3	3	0.01%	0.19%	0.52%	Q2 2023	Q4 2023	3
TOWNSQUARE CAPITAL LLC	2	1	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	3
Executive Wealth Management, LLC	3	3	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	3
Aspire Wealth Management Corp	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Trexquant Investment LP	1	1	0.01%	0.05%	0.12%	Q1 2020	Q3 2023	3
Lake Point Wealth Management	3	3	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	3
Miracle Mile Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.04%	0.05%	0.06%	Q4 2017	Q3 2018	3
COMMUNITY BANK SYSTEM, INC.	3	3	0.03%	0.03%	0.03%	Q1 2014	Q3 2014	3
OLD MISSION CAPITAL LLC	2	1	0.01%	0.12%	0.34%	Q1 2021	Q4 2022	3
Principle Wealth Partners LLC	2	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2021	3
Tanglewood Wealth Management, Inc.	3	3	4.62%	4.80%	4.94%	Q3 2022	Q1 2023	3
Foundations Investment Advisors, LLC	2	1	0.01%	0.04%	0.12%	Q4 2018	Q3 2023	3
EPG Wealth Management LLC	2	1	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.69%	0.71%	0.73%	Q4 2022	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Stone House Investment Management, LLC	2	2	0.31%	0.70%	1.08%	Q2 2020	Q3 2020	2
Guidant Wealth Advisors	2	2	0.01%	0.01%	0.01%	Q3 2016	Q4 2016	2
Russell Investments Group, Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
HIGHFIELDS CAPITAL MANAGEMENT LP	2	2	0.20%	0.22%	0.24%	Q1 2017	Q2 2017	2
Verition Fund Management LLC	1	1	0.03%	0.06%	0.10%	Q3 2014	Q3 2015	2
Cornerstone Planning Group LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
SAWGRASS ASSET MANAGEMENT LLC	2	2	0.04%	0.06%	0.08%	Q2 2023	Q3 2023	2
Reynders McVeigh Capital Management, LLC	2	2	0.05%	0.05%	0.06%	Q3 2015	Q4 2015	2
Doyle Wealth Management	1	1	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	2
Livingston Group Asset Management CO (operating as Southport Capital Management)	1	1	0.05%	0.06%	0.07%	Q2 2016	Q3 2018	2
Fieldpoint Private Securities, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
FIRST NATIONAL CORP /MA/ /ADV	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
DHJJ Financial Advisors, Ltd.	1	1	0.06%	0.10%	0.14%	Q2 2022	Q3 2023	2
Fortis Group Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	2
WealthBridge Capital Management, LLC	2	2	0.00%	0.01%	0.02%	Q4 2018	Q1 2019	2
GUGGENHEIM CAPITAL LLC	2	2	0.01%	0.02%	0.02%	Q4 2019	Q1 2020	2
Snowden Capital Advisors LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q4 2021	2
Ascension Capital Advisors, Inc.	2	2	3.91%	4.23%	4.56%	Q3 2020	Q4 2020	2
Stratos Wealth Advisors, LLC	2	2	0.03%	0.04%	0.04%	Q1 2021	Q2 2021	2
Grey Fox Wealth Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
CHILTON INVESTMENT CO INC.	2	2	0.06%	0.07%	0.07%	Q3 2021	Q4 2021	2
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	2
ADVISOR PARTNERS LLC	2	2	0.03%	0.03%	0.03%	Q3 2019	Q4 2019	2
Insight Wealth Strategies, LLC	2	2	0.12%	0.12%	0.12%	Q4 2021	Q1 2022	2
Riggs Asset Managment Co. Inc.	2	2	0.10%	0.10%	0.10%	Q3 2021	Q4 2021	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
D.B. Root & Company, LLC	2	2	0.09%	0.09%	0.10%	Q2 2018	Q3 2018	2
CARDEROCK CAPITAL MANAGEMENT INC	2	2	0.10%	0.11%	0.12%	Q4 2013	Q1 2014	2
BKS ADVISORS, LLC	1	1	0.07%	0.07%	0.07%	Q3 2016	Q3 2018	2
PATTEN & PATTEN INC/TN	2	2	0.04%	0.04%	0.04%	Q2 2013	Q3 2013	2
25 LLC	2	2	0.04%	0.04%	0.04%	Q1 2023	Q2 2023	2
Pacifica Partners Inc.	2	2	0.00%	0.00%	0.00%	Q3 2023	Q4 2023	2
Y-Intercept (Hong Kong) Ltd	1	1	0.06%	0.07%	0.08%	Q3 2022	Q2 2023	2
Lloyd Advisory Services, LLC.	1	1	0.04%	0.05%	0.06%	Q4 2019	Q1 2022	2
WealthTrust-Arizona, LLC	2	2	0.03%	0.03%	0.03%	Q3 2018	Q4 2018	2
RESOURCE CONSULTING GROUP INC	2	2	0.26%	0.27%	0.29%	Q4 2021	Q1 2022	2
Northwest Capital Management Inc	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
HBC Financial Services, PLLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
J. L. Bainbridge & Co., Inc.	2	2	0.05%	0.05%	0.06%	Q2 2019	Q3 2019	2
WEALTHFRONT Corp	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
BigSur Wealth Management LLC	2	2	0.01%	0.01%	0.01%	Q1 2022	Q2 2022	2
Signator Financial Services, Inc.	2	2	0.92%	0.92%	0.92%	Q2 2013	Q3 2013	2
Nauset Wealth Management. LLC	2	2	0.25%	0.29%	0.32%	Q4 2021	Q1 2022	2
Bridgecreek Investment Management, LLC	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
Grove Bank & Trust	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.01%	Q1 2016	Q3 2018	2
KMG FIDUCIARY PARTNERS, LLC	2	2	0.08%	0.08%	0.08%	Q2 2023	Q3 2023	2
Winthrop Advisory Group LLC	1	1	0.04%	0.10%	0.17%	Q4 2020	Q1 2023	2
Covington Capital Management	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
Chevy Chase Trust Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2019	2
Van Hulzen Asset Management, LLC	2	2	0.07%	0.07%	0.07%	Q4 2017	Q1 2018	2
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.02%	0.04%	0.06%	Q4 2020	Q3 2022	2
Roble, Belko & Company, Inc	2	2	0.12%	0.12%	0.12%	Q1 2015	Q2 2015	2
Jordan Park Group LLC	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
Claraphi Advisory Network, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q1 2020	2
SOUTH TEXAS MONEY MANAGEMENT LTD	1	1	0.01%	0.02%	0.02%	Q2 2013	Q3 2019	2
BEAM WEALTH ADVISORS, INC.	2	2	0.55%	0.56%	0.58%	Q4 2019	Q1 2020	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.05%	0.05%	0.06%	Q4 2014	Q1 2015	2
Idaho Trust Bank	2	2	1.46%	1.50%	1.53%	Q2 2023	Q3 2023	2
JOYN Advisors, Inc.	2	2	0.02%	0.02%	0.02%	Q4 2013	Q1 2014	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.21%	0.23%	0.26%	Q2 2013	Q3 2013	2
NorthRock Partners, LLC	1	1	0.02%	0.03%	0.03%	Q2 2020	Q4 2022	2
DRW Securities, LLC	2	2	0.20%	0.24%	0.29%	Q3 2013	Q4 2013	2
FLAGSTAR ADVISORS INC	1	1	0.01%	0.02%	0.03%	Q3 2021	Q3 2022	2
NewSquare Capital LLC	2	2	0.00%	0.00%	0.00%	Q4 2015	Q1 2016	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
ENZI WEALTH	2	2	0.11%	0.11%	0.11%	Q3 2022	Q4 2022	2
PROFESSIONAL PLANNING	1	1	0.18%	0.22%	0.26%	Q2 2020	Q4 2020	2
CEDAR CAPITAL, LLC	2	2	0.40%	0.41%	0.42%	Q4 2016	Q1 2017	2
Summit Financial Strategies, Inc.	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
LMCG INVESTMENTS, LLC	2	2	0.01%	0.01%	0.01%	Q2 2014	Q3 2014	2
BBVA USA	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
QUALCOMM INC/DE	2	2	3.62%	4.01%	4.39%	Q2 2013	Q3 2013	2
MONEYWISE, INC.	1	1	0.14%	0.14%	0.14%	Q2 2021	Q4 2021	2
Spotlight Asset Group, Inc.	2	2	0.38%	0.56%	0.75%	Q3 2020	Q4 2020	2
Legacy Trust	1	1	0.10%	0.12%	0.14%	Q4 2022	Q3 2023	2
Sullivan, Bruyette, Speros & Blaney, LLC	2	2	0.01%	0.01%	0.01%	Q3 2019	Q4 2019	2
TILIA FIDUCIARY PARTNERS, INC.	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
FLPUTNAM INVESTMENT MANAGEMENT CO	2	2	0.05%	0.05%	0.05%	Q2 2013	Q3 2013	2
Pointe Capital Management LLC	1	1	0.03%	1.57%	3.11%	Q4 2016	Q1 2023	2
CPWM, LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
Freestone Capital Holdings, LLC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
SYM FINANCIAL Corp	1	1	0.00%	0.00%	0.01%	Q4 2018	Q2 2022	2
TERRIL BROTHERS, INC.	2	2	0.13%	0.13%	0.14%	Q2 2023	Q3 2023	2
Human Investing LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
McIlrath & Eck, LLC	2	2	0.01%	0.01%	0.01%	Q4 2017	Q1 2018	2
Altus Wealth Management, LLC	1	1	0.22%	0.22%	0.23%	Q4 2019	Q2 2020	2
Paradigm Financial Partners, LLC	2	2	0.12%	0.12%	0.12%	Q1 2019	Q2 2019	2
FIRST MANHATTAN CO. LLC.	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Worth Asset Management, LLC	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	2	2	0.01%	0.01%	0.01%	Q3 2019	Q4 2019	2
Blackhawk Capital Partners LLC.	2	2	0.01%	0.01%	0.02%	Q1 2018	Q2 2018	2
National Wealth Management Group, LLC	2	2	0.90%	0.96%	1.03%	Q2 2023	Q3 2023	2
Vigilant Capital Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Swaine & Leidel Wealth Services, LLC	2	2	0.39%	0.45%	0.50%	Q3 2020	Q4 2020	2
Stokes & Hubbell Capital Management, LLC	2	2	0.10%	0.11%	0.12%	Q4 2018	Q1 2019	2
SITTNER & NELSON, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
FOUNDERS FINANCIAL SECURITIES LLC	2	2	0.14%	0.15%	0.16%	Q3 2020	Q4 2020	2
Objective Capital Management, LLC	2	2	0.29%	0.30%	0.31%	Q4 2021	Q1 2022	2
PRW Wealth Management LLC	1	1	0.01%	0.16%	0.31%	Q4 2018	Q2 2021	2
Corundum Trust Company, INC	2	2	4.92%	5.26%	5.60%	Q2 2023	Q3 2023	2
INVESTMENT HOUSE LLC	2	2	0.04%	0.06%	0.07%	Q2 2016	Q3 2016	2
Cooper Financial Group	1	1	0.13%	0.13%	0.13%	Q3 2019	Q3 2019	1
CABANA LLC	1	1	0.16%	0.16%	0.16%	Q4 2018	Q4 2018	1
Samalin Investment Counsel, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Balboa Wealth Partners	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
ISTHMUS PARTNERS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Bordeaux Wealth Advisors LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
DOHJ, LLC	1	1	0.83%	0.83%	0.83%	Q3 2023	Q3 2023	1
Edge Capital Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Live Oak Private Wealth LLC	1	1	0.20%	0.20%	0.20%	Q4 2019	Q4 2019	1
WESTWOOD HOLDINGS GROUP INC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Visionary Wealth Advisors	1	1	0.12%	0.12%	0.12%	Q4 2019	Q4 2019	1
Global Wealth Strategies & Associates	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Strategies Wealth Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Forefront Analytics, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Ocean Endowment Partners, LLC	1	1	0.19%	0.19%	0.19%	Q4 2019	Q4 2019	1
Black Swift Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Surevest, LLC	1	1	0.16%	0.16%	0.16%	Q4 2018	Q4 2018	1
iAB Financial Bank	1	1	0.11%	0.11%	0.11%	Q2 2017	Q2 2017	1
San Luis Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
SHEETS SMITH WEALTH MANAGEMENT	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
PEAVINE CAPITAL, LLC	1	1	0.16%	0.16%	0.16%	Q3 2018	Q3 2018	1
PALLADIUM PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
MRA Associates USA LLC	1	1	0.19%	0.19%	0.19%	Q3 2019	Q3 2019	1
GIRARD PARTNERS LTD.	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Circle Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Grandview Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
HUTCHENS INVESTMENT MANAGEMENT INC	1	1	0.05%	0.05%	0.05%	Q4 2014	Q4 2014	1
Manhattan West Asset Management, LLC	1	1	0.15%	0.15%	0.15%	Q1 2023	Q1 2023	1
WealthPlan Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
MOGY JOEL R INVESTMENT COUNSEL INC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Princeton Global Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
CWS Financial Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q2 2022	Q2 2022	1
IRON Financial LLC	1	1	1.63%	1.63%	1.63%	Q2 2014	Q2 2014	1
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1	1	0.26%	0.26%	0.26%	Q2 2020	Q2 2020	1
Keeler Thomas Management LLC	1	1	2.48%	2.48%	2.48%	Q2 2018	Q2 2018	1
INVESTMENT PARTNERS, LTD.	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
Lebenthal Holdings,LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
Financial Gravity Companies, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Bridge Advisory, LLC	1	1	0.32%	0.32%	0.32%	Q4 2020	Q4 2020	1
Grant Street Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Pinnacle Wealth Advisors	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
Jane Street Holding, LLC	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
RITTER DANIHER FINANCIAL ADVISORY LLC	1	1	0.11%	0.11%	0.11%	Q1 2021	Q1 2021	1
LEAVELL INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2010	Q2 2010	1
WITTENBERG INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
BAR HARBOR TRUST SERVICES	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
ROMANO BROTHERS AND COMPANY	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Northwest Bank & Trust Co	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Paloma Partners Management Co	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Ford Financial Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Cordatus Wealth Management LLC	1	1	0.64%	0.64%	0.64%	Q1 2022	Q1 2022	1
Blume Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Creative Capital Management Investments LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
REFRAME WEALTH, LLC	1	1	7.96%	7.96%	7.96%	Q4 2022	Q4 2022	1
Impact Partnership Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.27%	0.27%	0.27%	Q4 2017	Q4 2017	1
SHINE INVESTMENT ADVISORY SERVICES INC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
ARTHUR M. COHEN & ASSOCIATES, LLC	1	1	0.12%	0.12%	0.12%	Q2 2022	Q2 2022	1
TFO Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Thor Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
TUCKER ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
New England Private Wealth Advisors LLC	1	1	0.10%	0.10%	0.10%	Q3 2015	Q3 2015	1
Valmark Advisers, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.54%	0.54%	0.54%	Q3 2016	Q3 2016	1
McNamara Financial Services, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2014	Q4 2014	1
Kabarec Financial Advisors, Ltd.	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Ferris Capital, LLC	1	1	0.13%	0.13%	0.13%	Q2 2021	Q2 2021	1
CANANDAIGUA NATIONAL BANK & TRUST CO	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
VAN ECK ASSOCIATES CORP	1	1	0.09%	0.09%	0.09%	Q3 2016	Q3 2016	1
Cyrus J. Lawrence, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Avidian Wealth Solutions, LLC	1	1	0.30%	0.30%	0.30%	Q4 2021	Q4 2021	1
TOBIAS FINANCIAL ADVISORS, INC.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Financial Management Professionals, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Claro Advisors LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	1	1	4.07%	4.07%	4.07%	Q3 2013	Q3 2013	1
Intergy Private Wealth, LLC	1	1	0.58%	0.58%	0.58%	Q2 2022	Q2 2022	1
Aspire Private Capital, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
NEXT Financial Holdings	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
FC Advisory LLC	1	1	0.08%	0.08%	0.08%	Q4 2023	Q4 2023	1
Regency Capital Management Inc.\DE	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Paragon Advisors, LLC	1	1	0.14%	0.14%	0.14%	Q1 2022	Q1 2022	1
CAPE COD FIVE CENTS SAVINGS BANK	1	1	0.04%	0.04%	0.04%	Q4 2016	Q4 2016	1
GeoWealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Trek Financial, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	1	1	0.27%	0.27%	0.27%	Q2 2021	Q2 2021	1
SOCIETE GENERALE	1	1	0.05%	0.05%	0.05%	Q2 2016	Q2 2016	1
Bristlecone Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Diversified, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Capital Asset Advisory Services LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
ASPIRIANT, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
MCRAE CAPITAL MANAGEMENT INC	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
Cornerstone Advisors, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2016	Q4 2016	1
CASTLE WEALTH MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Rinkey Investments	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Kovitz Investment Group Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Andrew Hill Investment Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Arlington Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Bridgeworth, LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
Charles Schwab Trust Co	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Glassy Mountain Advisors, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Ironwood Wealth Management, LLC.	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Belvedere Trading LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
W ADVISORS, LLC	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
Smith, Salley & Associates	1	1	0.08%	0.08%	0.08%	Q2 2014	Q2 2014	1
RMR Wealth Builders	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
NBC SECURITIES, INC.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.10%	0.10%	0.10%	Q3 2016	Q3 2016	1
McKinley Carter Wealth Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Omnia Family Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Yellowstone Partners, LLC	1	1	0.12%	0.12%	0.12%	Q3 2016	Q3 2016	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Alpha DNA Investment Management LLC	1	1	0.08%	0.08%	0.08%	Q1 2023	Q1 2023	1
West Oak Capital, LLC	1	1	0.03%	0.03%	0.03%	Q3 2016	Q3 2016	1
CarsonAllaria Wealth Management, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CONNING INC.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
EUDAIMONIA ADVISORS LLC	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
Inscription Capital, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
LOEB PARTNERS CORP	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
CAPITAL CITY TRUST CO/FL	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
SkyOak Wealth, LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
Towerpoint Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
Stockman Wealth Management, Inc.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
BlackRock Institutional Trust Company, N.A.	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2014	1
McAdam, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Integrated Advisors Network LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
VILLERE ST DENIS J & CO LLC	1	1	0.03%	0.03%	0.03%	Q3 2017	Q3 2017	1
Total Clarity Wealth Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Blackston Financial Advisory Group, LLC	1	1	0.36%	0.36%	0.36%	Q1 2023	Q1 2023	1
Garde Capital, Inc.	1	1	0.10%	0.10%	0.10%	Q3 2014	Q3 2014	1
Resurgent Financial Advisors LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
MITCHELL MCLEOD PUGH & WILLIAMS INC	1	1	0.18%	0.18%	0.18%	Q3 2020	Q3 2020	1
Coppell Advisory Solutions LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Brand Asset Management Group, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Investmark Advisory Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Peregrine Asset Advisers, Inc.	1	1	0.72%	0.72%	0.72%	Q3 2023	Q3 2023	1
ACCURATE INVESTMENT SOLUTIONS, INC.	1	1	0.04%	0.04%	0.04%	Q1 2018	Q1 2018	1
Flaharty Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Almanack Investment Partners, LLC.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Private Vista, LLC	1	1	0.06%	0.06%	0.06%	Q3 2016	Q3 2016	1
GoalVest Advisory LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
WealthOne, LLC	1	1	0.15%	0.15%	0.15%	Q2 2021	Q2 2021	1
NorthCoast Asset Management LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Betterment LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Wick Capital Partners, LLC	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
Running Point Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
AlphaCore Capital LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
ELM ADVISORS, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.05%	0.05%	0.05%	Q1 2017	Q1 2017	1
Caprock Group, LLC	1	1	0.05%	0.05%	0.05%	Q4 2016	Q4 2016	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
ORG Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
FIRST NATIONAL BANK OF OMAHA	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Selective Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Security Financial Services, INC.	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
QCI ASSET MANAGEMENT INC/NY	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Gerber Kawasaki Wealth & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
KNIGHT CAPITAL GROUP LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Apriem Advisors	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
HARDING LOEVNER LP	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
TDAM USA INC.	1	1	0.26%	0.26%	0.26%	Q3 2013	Q3 2013	1
Waypoint Capital Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Prostatis Group LLC	1	1	0.23%	0.23%	0.23%	Q4 2019	Q4 2019	1
Claybrook Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Confluence Wealth Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Beacon Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Ascension Asset Management LLC	1	1	4.56%	4.56%	4.56%	Q4 2020	Q4 2020	1
Polianta Ltd	1	1	1.90%	1.90%	1.90%	Q2 2018	Q2 2018	1
Silicon Hills Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Financial Gravity Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Legacy Financial Group LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
IMS Capital Management	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
GFS Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q1 2016	Q1 2016	1
Well Done, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Merriman Wealth Management, LLC	1	1	0.38%	0.38%	0.38%	Q4 2016	Q4 2016	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Consolidated Planning Corp	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
United Community Bank	1	1	0.31%	0.31%	0.31%	Q3 2023	Q3 2023	1
Moloney Securities Asset Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Smart Money Group LLC	1	1	0.57%	0.57%	0.57%	Q3 2020	Q3 2020	1
Verity Asset Management, Inc.	1	1	0.24%	0.24%	0.24%	Q4 2020	Q4 2020	1
Sequoia Financial Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
HNP Capital LLC	1	1	1.81%	1.81%	1.81%	Q1 2020	Q1 2020	1
Envestnet Portfolio Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Laurel Wealth Planning LLC	1	1	0.08%	0.08%	0.08%	Q1 2021	Q1 2021	1
Willingdon Wealth Management	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Raab & Moskowitz Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Arden Trust Co	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Wealth Architects, LLC	1	1	0.12%	0.12%	0.12%	Q3 2015	Q3 2015	1
Interchange Capital Partners, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Valentine Capital Asset Management, Inc.	1	1	0.56%	0.56%	0.56%	Q4 2011	Q4 2011	1
Kernodle & Katon Asset Management Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
ADIRONDACK TRUST CO	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Squar Milner Financial Services LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
Retirement Planning Co of New England, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Shilanski & Associates, Inc.	1	1	0.23%	0.23%	0.23%	Q3 2022	Q3 2022	1
KCS Wealth Advisory	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
LAKE STREET ADVISORS GROUP, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Jefferies Group LLC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
Columbia Asset Management	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
FFT WEALTH MANAGEMENT LLC	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
TFC Financial Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Cordant, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
CFO4Life, L.P.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Noven Financial Group, Inc.	1	1	0.35%	0.35%	0.35%	Q4 2015	Q4 2015	1
ROFFMAN MILLER ASSOCIATES INC /PA/	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
Franklin, Parlapiano, Turner & Welch, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Houlihan Financial Resource Group, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Jacobi Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Indiana Trust & Investment Management CO	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
NOMURA HOLDINGS INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	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.