ISHARES TR shareholder history

Current and past ISHARES TR shareholders
	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	114
BARCLAYS PLC	42	42	0.00%	0.00%	0.07%	Q2 2013	Q3 2023	95
JANE STREET GROUP, LLC	33	1	0.00%	0.02%	0.32%	Q2 2014	Q2 2023	80
Cutler Group LLC / CA	32	32	0.00%	0.02%	0.32%	Q4 2015	Q3 2023	80
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.06%	0.45%	Q1 2009	Q3 2023	64
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.26%	0.56%	Q1 2012	Q3 2023	61
Rehmann Capital Advisory Group	40	2	0.14%	1.14%	2.79%	Q4 2008	Q3 2023	57
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.63%	1.21%	Q2 2013	Q3 2023	53
Arbor Investment Advisors, LLC	52	52	1.10%	2.71%	4.96%	Q4 2010	Q3 2023	52
Goldstein Munger & Associates	52	52	3.16%	4.36%	5.89%	Q4 2009	Q3 2022	52
Citadel Advisors	14	1	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	51
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	1.08%	2.59%	Q2 2013	Q3 2023	51
MUFG Americas Holdings Corp	48	48	0.05%	0.17%	0.28%	Q4 2010	Q3 2022	48
US BANCORP \DE\	42	42	0.00%	0.48%	0.65%	Q2 2013	Q3 2023	47
CITIGROUP INC	42	42	0.00%	0.13%	0.32%	Q2 2013	Q3 2023	47
HSBC HOLDINGS PLC	47	47	0.04%	0.10%	0.35%	Q1 2012	Q3 2023	47
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.26%	0.38%	Q2 2013	Q3 2023	46
MCF Advisors LLC	37	1	0.00%	0.03%	0.14%	Q4 2011	Q3 2023	45
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.15%	0.50%	1.28%	Q3 2012	Q3 2023	45
NWAM LLC	32	13	0.17%	1.40%	2.32%	Q2 2012	Q3 2023	45
Parallax Volatility Advisers, L.P.	19	2	0.00%	0.00%	0.03%	Q3 2013	Q3 2022	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.12%	0.39%	0.62%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.02%	0.09%	0.16%	Q4 2012	Q3 2023	44
TCI Wealth Advisors, Inc.	44	44	0.06%	0.12%	0.26%	Q4 2012	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	0.01%	0.09%	0.18%	Q4 2012	Q3 2023	44
CPWM, LLC	44	44	1.23%	5.49%	9.83%	Q4 2011	Q3 2022	44
Franklin, Parlapiano, Turner & Welch, LLC	44	44	0.32%	0.94%	1.98%	Q4 2012	Q3 2023	44
Stairway Partners, LLC	43	43	4.12%	10.01%	12.60%	Q2 2013	Q4 2023	43
Ameritas Investment Partners, Inc.	42	42	0.00%	0.08%	0.56%	Q2 2013	Q3 2023	43
LPL Financial LLC	42	42	0.00%	0.96%	2.26%	Q2 2013	Q3 2023	43
SYNOVUS FINANCIAL CORP	42	42	0.02%	6.43%	9.07%	Q2 2013	Q3 2023	43
COMMERCE BANK	43	43	0.93%	1.47%	3.71%	Q1 2013	Q3 2023	43
ROYAL BANK OF CANADA	42	42	0.00%	0.07%	0.12%	Q2 2013	Q3 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.14%	1.56%	5.44%	Q1 2013	Q3 2023	43
Harbour Capital Advisors, LLC	22	21	0.60%	1.63%	2.91%	Q1 2013	Q4 2023	43
HighTower Advisors, LLC	42	42	0.00%	0.78%	1.09%	Q2 2013	Q3 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.00%	0.01%	0.06%	Q1 2013	Q3 2023	43
Berkshire Money Management, Inc.	43	43	3.30%	11.76%	28.24%	Q1 2013	Q3 2023	43
Parkside Financial Bank & Trust	42	42	0.04%	9.77%	14.33%	Q2 2013	Q3 2023	43
BRYN MAWR TRUST Co	43	43	0.24%	0.43%	0.74%	Q1 2013	Q3 2023	43
FULTON BANK, N.A.	43	43	0.53%	1.19%	1.46%	Q2 2013	Q4 2023	43
Montecito Bank & Trust	43	43	4.74%	7.64%	11.82%	Q2 2013	Q4 2023	43
Cetera Advisor Networks LLC	43	43	0.42%	1.78%	3.21%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.14%	0.20%	0.31%	Q4 2012	Q2 2023	43
GREATMARK INVESTMENT PARTNERS, INC.	42	42	0.12%	0.19%	0.24%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.27%	0.56%	1.09%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.18%	0.80%	1.42%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.08%	0.13%	0.54%	Q2 2013	Q3 2023	42
Hilltop Holdings Inc.	42	42	0.05%	0.53%	2.63%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.14%	0.16%	0.19%	Q2 2013	Q3 2023	42
FRONT BARNETT ASSOCIATES LLC	42	42	0.04%	0.08%	0.16%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.10%	0.18%	0.39%	Q2 2013	Q3 2023	42
Jasper Ridge Partners, L.P.	42	42	0.30%	0.63%	0.98%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.04%	0.09%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.05%	0.08%	0.13%	Q2 2013	Q3 2023	42
Johnson Financial Group, Inc.	42	42	0.14%	2.29%	7.19%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.03%	0.09%	0.20%	Q2 2013	Q3 2023	42
VALLEY WEALTH MANAGERS, INC.	42	42	0.09%	0.50%	0.95%	Q2 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.03%	0.08%	0.14%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.84%	1.48%	2.13%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.01%	0.08%	0.16%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
WMS Partners, LLC	42	42	0.08%	0.12%	0.26%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	42	42	0.22%	0.33%	0.50%	Q2 2013	Q3 2023	42
Narwhal Capital Management	42	42	0.37%	0.70%	0.97%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.08%	0.17%	0.48%	Q2 2013	Q3 2023	42
Stillwater Capital Advisors, LLC	42	42	0.26%	1.11%	2.01%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.06%	0.17%	Q2 2013	Q3 2023	42
Reynders McVeigh Capital Management, LLC	42	42	0.04%	0.06%	0.09%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	0.06%	0.18%	0.46%	Q2 2013	Q3 2023	42
Strategic Financial Services, Inc,	42	42	0.10%	2.16%	5.56%	Q2 2013	Q3 2023	42
SIGNATUREFD, LLC	42	42	0.80%	5.85%	11.25%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.22%	0.44%	0.84%	Q2 2013	Q3 2023	42
McKinley Carter Wealth Services, Inc.	42	42	1.13%	2.31%	5.95%	Q2 2013	Q3 2023	42
VISTA CAPITAL PARTNERS, INC.	42	42	0.12%	0.21%	0.36%	Q2 2013	Q3 2023	42
MERITAGE PORTFOLIO MANAGEMENT	42	42	0.43%	0.75%	2.55%	Q2 2013	Q3 2023	42
BURNS J W & CO INC/NY	42	42	0.17%	0.22%	0.27%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.04%	0.10%	0.15%	Q2 2013	Q3 2023	42
First City Capital Management, Inc.	42	42	0.24%	0.35%	0.51%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.60%	1.13%	1.96%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.01%	0.04%	0.08%	Q2 2013	Q3 2023	42
Busey Bank	42	42	0.13%	0.39%	0.70%	Q2 2013	Q3 2023	42
KLINGENSTEIN FIELDS & CO LP	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
Spears Abacus Advisors LLC	42	42	0.11%	0.13%	0.17%	Q2 2013	Q3 2023	42
CREDIT SUISSE AG/	26	16	0.00%	0.02%	0.06%	Q1 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.04%	0.13%	0.41%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.20%	0.28%	0.35%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.34%	0.48%	0.65%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.03%	0.08%	0.16%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.15%	0.64%	0.98%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.07%	1.85%	5.09%	Q2 2013	Q3 2023	42
MERIDIAN MANAGEMENT CO	42	42	0.74%	2.25%	6.41%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.04%	0.16%	0.40%	Q2 2013	Q3 2023	42
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	42	42	0.25%	0.44%	0.88%	Q2 2013	Q3 2023	42
Accredited Investors Inc.	42	42	2.08%	6.13%	11.20%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.10%	0.32%	1.05%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	1.21%	2.41%	3.71%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.01%	0.23%	0.47%	Q2 2013	Q3 2023	42
FIRST BUSINESS FINANCIAL SERVICES, INC.	42	42	3.53%	7.40%	11.07%	Q2 2013	Q3 2023	42
AMERICAN CENTURY COMPANIES INC	42	42	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.03%	0.06%	0.10%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.04%	0.11%	0.21%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.19%	0.42%	0.86%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.86%	1.10%	1.42%	Q2 2013	Q3 2023	42
MATHER GROUP, LLC.	42	42	0.28%	5.35%	10.33%	Q2 2013	Q3 2023	42
FIRST FINANCIAL CORP /IN/	42	42	0.42%	0.94%	1.92%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.31%	0.62%	0.99%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	1.01%	1.83%	2.75%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.41%	0.98%	2.00%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK SIOUX FALLS	42	42	1.08%	5.28%	8.70%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.01%	0.15%	0.24%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.18%	0.22%	0.37%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.32%	1.47%	2.18%	Q2 2013	Q3 2023	42
1ST SOURCE BANK	42	42	0.28%	7.28%	11.92%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.48%	0.67%	0.86%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.14%	0.40%	0.68%	Q2 2013	Q3 2023	42
SEGALL BRYANT & HAMILL, LLC	35	7	0.01%	0.05%	0.14%	Q1 2013	Q3 2023	42
BRIDGES INVESTMENT MANAGEMENT INC	42	42	1.62%	3.51%	5.90%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.14%	0.23%	0.31%	Q2 2013	Q3 2023	42
FIRST CITIZENS BANK & TRUST CO	42	42	0.06%	0.67%	2.17%	Q2 2013	Q3 2023	42
PITCAIRN CO	42	42	0.09%	0.51%	0.86%	Q2 2013	Q3 2023	42
NOTTINGHAM ADVISORS, INC.	42	42	1.14%	4.06%	11.88%	Q2 2013	Q3 2023	42
CAPITAL CITY TRUST CO/FL	42	42	0.18%	0.36%	0.57%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.09%	0.15%	0.26%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.03%	0.17%	0.32%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.06%	0.15%	0.31%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.45%	0.75%	1.24%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.83%	1.53%	2.47%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	5.39%	10.20%	15.49%	Q2 2013	Q3 2023	42
STALEY CAPITAL ADVISERS INC	42	42	5.93%	7.40%	9.13%	Q2 2013	Q3 2023	42
Marquette Asset Management, LLC	42	42	8.11%	10.55%	12.06%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.20%	0.34%	0.52%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	42
Annex Advisory Services, LLC	42	42	0.11%	0.67%	3.40%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.19%	0.75%	2.08%	Q2 2013	Q3 2023	42
Smith & Howard Wealth Management, LLC	42	42	0.41%	1.13%	2.18%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.01%	0.01%	0.02%	Q2 2013	Q4 2023	42
AMG National Trust Bank	42	42	1.01%	1.23%	1.56%	Q2 2013	Q3 2023	42
Regal Investment Advisors LLC	42	42	0.15%	0.65%	1.54%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.42%	0.88%	1.34%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.03%	0.13%	2.98%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.22%	0.35%	0.80%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.27%	0.54%	1.29%	Q2 2013	Q3 2023	42
MYCIO WEALTH PARTNERS, LLC	42	42	0.27%	0.87%	1.51%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.25%	0.54%	0.99%	Q2 2013	Q3 2023	42
Segment Wealth Management, LLC	42	42	0.10%	0.28%	0.51%	Q2 2013	Q3 2023	42
EXENCIAL WEALTH ADVISORS, LLC	34	8	0.07%	0.22%	0.39%	Q1 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	1.08%	2.61%	8.28%	Q2 2013	Q3 2023	42
MONETARY MANAGEMENT GROUP INC	42	42	0.16%	0.90%	1.71%	Q2 2013	Q3 2023	42
New England Private Wealth Advisors LLC	42	42	0.14%	0.66%	1.09%	Q2 2013	Q3 2023	42
Polaris Wealth Advisory Group, LLC	42	42	1.10%	2.95%	7.80%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.30%	0.41%	0.79%	Q2 2013	Q3 2023	42
PRUDENTIAL FINANCIAL INC	42	42	0.00%	0.12%	0.44%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.11%	0.17%	0.30%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.44%	1.13%	1.80%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.04%	0.52%	1.08%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.01%	0.04%	0.18%	Q2 2013	Q3 2023	42
Cypress Capital Group	42	42	0.04%	0.18%	0.37%	Q2 2013	Q3 2023	42
SOL Capital Management CO	42	42	0.24%	0.42%	0.74%	Q2 2013	Q3 2023	42
INSIGHT 2811, INC.	42	42	3.34%	7.33%	13.93%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	0.09%	0.12%	0.15%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	2.69%	4.80%	7.18%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.16%	0.31%	0.52%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.12%	0.22%	0.33%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.39%	0.94%	1.59%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	0.03%	0.21%	0.62%	Q2 2013	Q3 2023	42
FIRST UNITED BANK & TRUST	42	42	1.03%	2.93%	4.83%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	42	42	0.33%	0.69%	1.17%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.12%	0.68%	0.96%	Q2 2013	Q3 2023	42
BANK OF MONTREAL /CAN/	39	2	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	41
Twele Capital Management, Inc.	37	4	0.06%	0.52%	1.75%	Q2 2013	Q3 2023	41
WELLINGTON MANAGEMENT GROUP LLP	25	16	0.00%	0.01%	0.08%	Q2 2013	Q3 2023	41
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.22%	0.43%	0.77%	Q2 2013	Q3 2023	41
EP Wealth Advisors, LLC	41	41	0.07%	0.25%	0.57%	Q3 2013	Q3 2023	41
Transamerica Financial Advisors, Inc.	35	6	0.07%	0.95%	5.38%	Q2 2013	Q3 2023	41
Hirtle Callaghan & Co LLC	41	41	0.87%	2.49%	5.22%	Q3 2013	Q3 2023	41
FDx Advisors, Inc.	32	9	0.07%	1.32%	3.18%	Q2 2013	Q3 2023	41
WASHINGTON TRUST Co	26	15	0.02%	0.03%	0.05%	Q2 2013	Q3 2023	41
FRANKLIN RESOURCES INC	38	3	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
B. Riley Wealth Advisors, Inc.	27	14	0.01%	0.08%	0.19%	Q2 2013	Q3 2023	41
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28	13	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	41
OPTIMUM INVESTMENT ADVISORS	34	7	0.27%	0.65%	0.90%	Q3 2013	Q4 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.63%	0.93%	1.61%	Q2 2013	Q2 2023	41
FINANCIAL COUNSELORS INC	28	13	0.54%	1.29%	2.55%	Q2 2013	Q3 2023	41
KCM INVESTMENT ADVISORS LLC	41	41	0.05%	0.07%	0.10%	Q3 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.08%	0.46%	2.09%	Q3 2013	Q3 2023	41
Liberty Capital Management, Inc.	29	12	0.08%	0.26%	0.45%	Q2 2013	Q3 2023	41
Haverford Trust Co	40	1	0.04%	0.10%	0.20%	Q2 2013	Q3 2023	41
BERKSHIRE ASSET MANAGEMENT LLC/PA	35	6	0.28%	0.43%	0.64%	Q2 2013	Q3 2023	41
UBS Group AG	36	36	0.00%	0.38%	0.56%	Q4 2014	Q3 2023	41
BOKF, NA	32	9	0.47%	0.62%	0.95%	Q2 2013	Q3 2023	41
RNC CAPITAL MANAGEMENT LLC	41	41	0.21%	0.34%	0.46%	Q2 2013	Q2 2023	41
Polen Capital Management	40	1	0.01%	0.16%	1.59%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.32%	0.74%	1.58%	Q3 2013	Q3 2023	41
Diversified Trust Co	37	1	0.11%	0.16%	0.24%	Q2 2013	Q4 2023	41
Chesley Taft & Associates LLC	41	41	0.04%	0.10%	0.20%	Q3 2013	Q3 2023	41
BRADLEY FOSTER & SARGENT INC/CT	28	13	0.02%	0.07%	0.29%	Q2 2013	Q3 2023	41
MIDDLETON & CO INC/MA	39	2	0.20%	0.25%	0.42%	Q2 2013	Q3 2023	41
COURIER CAPITAL LLC	24	17	0.10%	0.14%	0.20%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.02%	0.14%	0.46%	Q3 2013	Q3 2023	41
FLPUTNAM INVESTMENT MANAGEMENT CO	25	16	0.10%	0.23%	0.50%	Q2 2013	Q3 2023	41
M&T BANK CORP	26	15	0.94%	2.33%	3.73%	Q2 2013	Q3 2023	41
Chevy Chase Trust Holdings, LLC	41	41	0.00%	0.01%	0.01%	Q3 2013	Q3 2023	41
WADE G W & INC	35	6	3.08%	4.54%	7.98%	Q2 2013	Q3 2023	41
Private Ocean, LLC	40	40	0.01%	0.07%	0.24%	Q4 2013	Q3 2023	40
Perkins Coie Trust Co	40	40	0.03%	0.04%	0.06%	Q4 2013	Q3 2023	40
CARRET ASSET MANAGEMENT, LLC	38	2	0.04%	0.09%	0.13%	Q1 2013	Q3 2023	40
Pure Financial Advisors, LLC	22	18	0.08%	0.51%	1.41%	Q2 2013	Q4 2023	40
COLONY GROUP LLC	40	40	0.41%	0.80%	1.20%	Q4 2013	Q3 2023	40
CITY HOLDING CO	40	40	0.17%	0.61%	1.43%	Q4 2013	Q3 2023	40
Ledyard National Bank	40	40	0.02%	0.04%	0.05%	Q4 2013	Q3 2023	40
TELEMUS CAPITAL, LLC	26	14	0.71%	1.45%	3.79%	Q3 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	5.34%	6.83%	8.06%	Q4 2013	Q3 2023	40
Waldron Private Wealth LLC	40	40	8.74%	17.58%	27.75%	Q4 2013	Q3 2023	40
Oakworth Capital, Inc.	40	40	10.16%	12.45%	15.22%	Q4 2013	Q3 2023	40
Ascent Wealth Partners, LLC	40	40	4.16%	6.92%	9.36%	Q4 2013	Q3 2023	40
RHUMBLINE ADVISERS	33	3	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	40
E&G Advisors, LP	40	40	1.67%	8.15%	13.04%	Q4 2013	Q3 2023	40
Paragon Capital Management LLC	40	40	0.09%	0.26%	2.92%	Q2 2013	Q1 2023	40
Opus Capital Group, LLC	40	40	0.04%	0.38%	0.76%	Q4 2013	Q3 2023	40
Atlas Brown,Inc.	39	1	0.35%	1.09%	1.65%	Q2 2013	Q3 2023	40
Atria Investments, Inc	26	14	0.03%	0.21%	0.62%	Q3 2013	Q3 2023	40
Retirement Planning Group, LLC	27	13	0.03%	0.09%	0.29%	Q2 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.01%	0.05%	0.26%	Q4 2013	Q4 2023	40
Private Advisor Group, LLC	40	40	0.27%	0.81%	1.29%	Q4 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	22	4	0.33%	0.61%	0.92%	Q2 2013	Q3 2023	40
Crestwood Advisors Group, LLC	40	40	0.03%	0.24%	0.66%	Q4 2013	Q3 2023	40
PEDDOCK CAPITAL ADVISORS, LLC	40	40	0.17%	0.34%	0.98%	Q4 2013	Q3 2023	40
Sandy Spring Bank	40	40	0.01%	0.09%	0.11%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.24%	0.46%	0.58%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.01%	0.30%	0.84%	Q2 2013	Q3 2023	40
TD Capital Management LLC	35	5	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	40
BNP PARIBAS FINANCIAL MARKETS	23	5	0.00%	0.03%	0.11%	Q2 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	0.52%	0.67%	1.00%	Q4 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	29	5	0.01%	0.34%	0.85%	Q2 2013	Q3 2023	40
BRAUN STACEY ASSOCIATES INC	37	3	0.01%	0.04%	0.06%	Q2 2013	Q3 2023	40
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	26	4	0.23%	0.67%	1.32%	Q3 2013	Q3 2023	39
CHOREO, LLC	39	39	3.88%	8.20%	14.16%	Q1 2014	Q3 2023	39
SMITH, MOORE & CO.	29	10	0.10%	0.34%	1.38%	Q4 2013	Q3 2023	39
WOLVERINE TRADING, LLC	5	1	0.00%	0.01%	0.03%	Q2 2016	Q3 2022	39
Occidental Asset Management, LLC	39	39	0.95%	3.37%	4.98%	Q1 2014	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.18%	0.56%	1.18%	Q1 2014	Q3 2023	39
THOMPSON SIEGEL & WALMSLEY LLC	39	39	0.00%	0.01%	0.03%	Q1 2014	Q3 2023	39
WRAPMANAGER INC	32	7	0.14%	1.40%	3.74%	Q3 2012	Q3 2023	39
ALLIANCEBERNSTEIN L.P.	39	39	0.00%	0.02%	0.30%	Q1 2014	Q3 2023	39
DSM CAPITAL PARTNERS LLC	30	1	0.00%	0.06%	0.60%	Q2 2013	Q3 2023	39
Sequoia Financial Advisors, LLC	31	8	0.02%	0.17%	0.68%	Q4 2013	Q3 2023	39
DELTA ASSET MANAGEMENT LLC/TN	35	4	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	39
TWO SIGMA SECURITIES, LLC	19	1	0.00%	0.09%	0.91%	Q4 2014	Q3 2023	39
LOGAN CAPITAL MANAGEMENT INC	38	1	0.02%	0.11%	0.56%	Q4 2013	Q3 2023	39
Waverly Advisors, LLC	37	2	0.05%	0.74%	2.60%	Q3 2013	Q3 2023	39
CAHILL FINANCIAL ADVISORS INC	39	39	0.12%	0.49%	0.72%	Q1 2014	Q3 2023	39
SAGE FINANCIAL GROUP INC	35	4	0.80%	1.18%	2.21%	Q4 2013	Q3 2023	39
One Capital Management, LLC	39	39	0.30%	1.25%	2.87%	Q1 2014	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.02%	1.40%	4.24%	Q2 2013	Q4 2022	39
STIFEL FINANCIAL CORP	39	39	0.28%	0.41%	0.61%	Q1 2014	Q3 2023	39
DAVIS R M INC	39	39	0.02%	0.04%	0.07%	Q1 2014	Q3 2023	39
NORRIS PERNE & FRENCH LLP/MI	39	39	0.15%	0.58%	1.42%	Q1 2014	Q3 2023	39
THRIVENT FINANCIAL FOR LUTHERANS	37	2	0.00%	0.06%	0.28%	Q2 2013	Q3 2023	39
Garde Capital, Inc.	38	38	0.50%	0.76%	1.56%	Q2 2014	Q3 2023	38
ADIRONDACK TRUST CO	30	8	0.11%	0.37%	0.89%	Q4 2013	Q3 2023	38
HM Capital Management, LLC	38	38	1.41%	2.06%	3.49%	Q2 2013	Q3 2022	38
Capital Directions Investment Advisors, LLC	31	7	1.05%	1.47%	2.21%	Q2 2013	Q4 2022	38
Maryland Capital Management	38	38	0.03%	0.09%	0.17%	Q2 2013	Q3 2022	38
PINNACLE FINANCIAL PARTNERS INC	38	38	0.27%	1.40%	3.26%	Q2 2014	Q3 2023	38
OLD NATIONAL BANCORP /IN/	38	38	0.02%	0.22%	0.51%	Q2 2014	Q3 2023	38
MEEDER ASSET MANAGEMENT INC	38	38	0.00%	0.41%	4.74%	Q2 2013	Q3 2022	38
LBJ Family Wealth Advisors, Ltd.	37	1	5.16%	21.26%	25.74%	Q4 2013	Q4 2023	38
BALASA DINVERNO & FOLTZ LLC	38	38	7.61%	17.83%	29.03%	Q2 2013	Q3 2022	38
ASSETMARK, INC	33	1	0.00%	0.27%	2.20%	Q3 2013	Q3 2023	38
AVITY INVESTMENT MANAGEMENT INC.	38	38	0.36%	0.44%	0.48%	Q2 2014	Q3 2023	38
Laird Norton Wetherby Wealth Management, LLC	38	38	0.06%	0.19%	0.33%	Q2 2014	Q3 2023	38
Archford Capital Strategies, LLC	22	16	0.18%	0.33%	0.57%	Q1 2014	Q3 2023	38
Round Table Services, LLC	38	38	0.14%	1.53%	5.71%	Q2 2013	Q3 2022	38
FAS Wealth Partners, Inc.	38	38	0.24%	0.87%	2.60%	Q2 2014	Q3 2023	38
Sand Hill Global Advisors, LLC	20	18	0.03%	4.53%	12.95%	Q2 2013	Q3 2023	38
BRR OpCo, LLC	38	38	0.13%	0.25%	0.48%	Q2 2013	Q3 2022	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	38
Covington Capital Management	38	38	0.03%	0.05%	0.08%	Q2 2013	Q3 2022	38
CHURCHILL MANAGEMENT Corp	35	3	0.05%	5.00%	12.41%	Q2 2013	Q3 2023	38
Syntal Capital Partners, LLC	29	9	0.10%	0.33%	0.83%	Q1 2014	Q3 2023	38
EisnerAmper Wealth Management Corporate Benefits, LLC	37	37	0.72%	1.59%	1.94%	Q4 2014	Q4 2023	37
FIRST NATIONAL TRUST CO	35	2	0.04%	0.18%	0.41%	Q4 2013	Q3 2023	37
Truepoint, Inc.	37	37	0.04%	0.27%	0.62%	Q3 2014	Q3 2023	37
CAMBRIDGE TRUST CO	34	3	0.02%	0.04%	0.06%	Q2 2014	Q3 2023	37
Allen Investment Management, LLC	37	37	0.01%	0.07%	0.85%	Q3 2014	Q3 2023	37
ACG Wealth	36	1	0.09%	0.48%	0.86%	Q2 2013	Q3 2022	37
WASHINGTON TRUST BANK	36	1	0.00%	0.12%	1.63%	Q1 2014	Q3 2023	37
Carnegie Capital Asset Management, LLC	37	37	0.04%	0.07%	0.15%	Q3 2014	Q3 2023	37
PATHSTONE FAMILY OFFICE, LLC	23	1	0.04%	0.20%	0.42%	Q2 2013	Q3 2023	37
ROCKLAND TRUST CO	37	37	0.02%	0.05%	0.25%	Q3 2014	Q3 2023	37
ZACKS INVESTMENT MANAGEMENT	22	1	0.00%	0.05%	0.27%	Q2 2013	Q3 2023	37
AMALGAMATED BANK	35	2	0.01%	0.23%	1.04%	Q4 2012	Q1 2022	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.08%	0.35%	4.13%	Q2 2013	Q2 2022	37
Tarbox Family Office, Inc.	37	37	0.02%	0.29%	0.48%	Q3 2014	Q3 2023	37
Baystate Wealth Management LLC	28	1	0.02%	0.16%	0.41%	Q2 2013	Q3 2023	37
HOWLAND CAPITAL MANAGEMENT LLC	37	37	0.08%	0.12%	0.14%	Q3 2014	Q3 2023	37
MAI Capital Management	36	36	0.00%	1.09%	1.47%	Q4 2014	Q3 2023	37
FIRST MANHATTAN CO. LLC.	31	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	37
INVESTMENT PARTNERS, LTD.	36	36	0.73%	3.56%	6.44%	Q4 2014	Q3 2023	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.00%	0.22%	0.60%	Q2 2013	Q1 2022	36
OLD SECOND NATIONAL BANK OF AURORA	36	36	0.06%	0.07%	0.09%	Q4 2014	Q3 2023	36
Winslow Capital Management, LLC	29	1	0.00%	0.06%	0.24%	Q4 2013	Q3 2023	36
FOSTER DYKEMA CABOT & CO INC/MA	29	7	0.05%	0.39%	0.68%	Q3 2014	Q3 2023	36
LS Investment Advisors, LLC	22	14	0.00%	0.05%	0.15%	Q4 2013	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.18%	0.22%	0.26%	Q4 2014	Q3 2023	36
JENNISON ASSOCIATES LLC	19	1	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	36
SEI INVESTMENTS CO	36	36	0.00%	0.03%	0.10%	Q4 2014	Q3 2023	36
GOFEN & GLOSSBERG LLC /IL/	36	36	0.02%	0.05%	0.06%	Q1 2014	Q4 2022	36
SONATA CAPITAL GROUP INC	36	36	4.46%	5.13%	5.99%	Q4 2014	Q3 2023	36
Gratus Capital, LLC	36	36	0.40%	2.31%	4.33%	Q4 2014	Q3 2023	36
Glassman Wealth Services	36	36	0.02%	0.24%	0.35%	Q4 2014	Q3 2023	36
Diversified Portfolios, Inc.	36	36	0.46%	1.47%	2.26%	Q4 2014	Q3 2023	36
Cambridge Advisors Inc.	36	36	0.37%	0.56%	3.60%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	5.49%	7.80%	11.00%	Q4 2014	Q3 2023	36
Patten Group, Inc.	36	36	0.21%	1.71%	2.34%	Q4 2014	Q3 2023	36
Community Bank, N.A.	36	36	0.73%	1.18%	1.90%	Q4 2014	Q3 2023	36
NorthRock Partners, LLC	36	36	2.16%	7.62%	14.17%	Q4 2014	Q3 2023	36
Dakota Wealth Management	36	36	0.51%	3.38%	6.88%	Q4 2014	Q3 2023	36
Summit Financial Strategies, Inc.	36	36	0.24%	0.35%	0.46%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.21%	0.69%	1.33%	Q4 2014	Q3 2023	36
Wealth Architects, LLC	36	36	0.10%	0.14%	0.20%	Q4 2014	Q3 2023	36
Caprock Group, LLC	36	36	0.14%	0.30%	0.56%	Q4 2014	Q3 2023	36
FOUNDERS FINANCIAL SECURITIES LLC	25	11	0.07%	2.21%	9.28%	Q4 2013	Q3 2023	36
Capstone Financial Advisors, Inc.	36	36	1.94%	5.72%	17.32%	Q4 2014	Q3 2023	36
Cranbrook Wealth Management, LLC	36	36	0.00%	0.02%	0.09%	Q4 2013	Q3 2022	36
Advisory Services Network, LLC	27	1	0.04%	0.11%	0.39%	Q4 2013	Q3 2023	36
People's United Financial, Inc.	36	36	0.03%	0.21%	0.62%	Q2 2013	Q1 2022	36
KINGS POINT CAPITAL MANAGEMENT	36	36	0.01%	0.01%	0.03%	Q2 2013	Q1 2022	36
Financial Architects, Inc	30	2	0.16%	0.24%	0.39%	Q2 2013	Q2 2023	36
PALLADIUM PARTNERS LLC	36	36	0.02%	0.05%	0.08%	Q2 2013	Q1 2022	36
Sigma Planning Corp	36	36	0.05%	0.09%	0.19%	Q4 2014	Q3 2023	36
MOODY LYNN & LIEBERSON, LLC	26	9	0.02%	0.31%	2.15%	Q2 2013	Q1 2022	35
Roble, Belko & Company, Inc	35	35	2.43%	3.06%	3.57%	Q1 2015	Q3 2023	35
Brown Advisory Securities, LLC	35	35	0.07%	0.27%	0.50%	Q2 2013	Q4 2021	35
WEDBUSH SECURITIES INC	35	35	0.05%	0.09%	0.17%	Q1 2015	Q3 2023	35
Cable Hill Partners, LLC	29	6	0.08%	0.27%	0.39%	Q4 2014	Q3 2023	35
DOWLING & YAHNKE LLC	35	35	0.10%	0.15%	0.24%	Q1 2014	Q3 2022	35
Cordasco Financial Network	35	35	0.03%	0.07%	0.18%	Q4 2013	Q2 2022	35
INTRUST BANK NA	35	35	0.13%	0.33%	0.42%	Q1 2015	Q3 2023	35
Capital Planning Advisors, LLC	35	35	0.34%	5.18%	7.84%	Q1 2015	Q3 2023	35
FORVIS Wealth Advisors, LLC	35	35	0.14%	0.22%	0.35%	Q1 2015	Q3 2023	35
METROPOLITAN LIFE INSURANCE CO/NY	35	35	0.04%	0.22%	0.56%	Q2 2013	Q4 2021	35
Dorsey & Whitney Trust CO LLC	32	3	0.07%	0.46%	1.27%	Q2 2013	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.20%	0.38%	0.57%	Q4 2014	Q3 2023	35
Brookmont Capital Management	35	35	0.12%	0.43%	0.69%	Q1 2015	Q3 2023	35
BEACH INVESTMENT COUNSEL INC/PA	35	35	0.03%	0.04%	0.08%	Q2 2015	Q4 2023	35
Edge Wealth Management LLC	35	35	0.01%	0.03%	0.22%	Q2 2013	Q4 2021	35
DONALDSON CAPITAL MANAGEMENT, LLC	35	35	0.03%	0.06%	0.09%	Q1 2015	Q3 2023	35
REILLY FINANCIAL ADVISORS, LLC	35	35	0.02%	0.04%	0.14%	Q2 2013	Q4 2021	35
Cornerstone Management, Inc.	21	14	0.05%	0.30%	0.99%	Q4 2014	Q3 2023	35
Burt Wealth Advisors	35	35	0.07%	0.18%	0.46%	Q4 2014	Q2 2023	35
Neuberger Berman Group LLC	29	1	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	35
Tradewinds Capital Management, LLC	34	34	0.02%	0.03%	0.06%	Q4 2013	Q1 2022	34
HOURGLASS CAPITAL, LLC	34	34	0.12%	0.16%	0.23%	Q2 2013	Q3 2021	34
Northeast Financial Consultants Inc	19	15	0.10%	0.16%	0.28%	Q1 2015	Q3 2023	34
CONGRESS ASSET MANAGEMENT CO /MA	33	1	0.00%	0.14%	0.50%	Q4 2014	Q3 2023	34
Baird Financial Group, Inc.	34	34	1.25%	1.58%	2.06%	Q2 2015	Q3 2023	34
Harfst & Associates, Inc.	34	34	0.08%	0.20%	0.41%	Q2 2015	Q3 2023	34
Prospera Financial Services Inc	18	16	0.02%	0.14%	0.32%	Q1 2015	Q3 2023	34
Hilton Capital Management, LLC	34	34	0.03%	0.05%	0.12%	Q2 2015	Q3 2023	34
Main Management LLC	21	1	0.02%	0.04%	0.06%	Q4 2013	Q3 2023	34
Thomasville National Bank	27	7	0.09%	0.13%	0.24%	Q1 2015	Q3 2023	34
Balentine LLC	34	34	0.00%	24.22%	56.94%	Q1 2015	Q2 2023	34
FIRST FOUNDATION ADVISORS	33	1	0.02%	0.06%	0.31%	Q4 2014	Q3 2023	34
MISSION WEALTH MANAGEMENT, LP	34	34	0.28%	0.53%	1.29%	Q2 2015	Q3 2023	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.01%	0.02%	0.03%	Q2 2013	Q3 2021	34
GRIMES & COMPANY, INC.	34	34	0.03%	0.12%	2.02%	Q2 2015	Q3 2023	34
MACQUARIE GROUP LTD	29	1	0.00%	0.02%	0.18%	Q4 2013	Q3 2023	34
Carroll Financial Associates, Inc.	34	34	0.03%	0.54%	2.62%	Q3 2013	Q4 2021	34
QUADRANT CAPITAL GROUP LLC	34	34	0.10%	0.77%	1.78%	Q2 2015	Q3 2023	34
Drexel Morgan & Co.	33	33	0.35%	3.01%	4.50%	Q2 2013	Q2 2021	33
Fiera Capital Corp	29	4	0.00%	0.01%	0.03%	Q2 2015	Q3 2023	33
Homrich & Berg	33	33	0.22%	0.29%	0.38%	Q3 2013	Q3 2021	33
NORTHSTAR INVESTMENT ADVISORS LLC	33	33	0.06%	0.08%	0.11%	Q2 2013	Q2 2021	33
DUBUQUE BANK & TRUST CO	33	33	0.00%	0.05%	0.09%	Q1 2015	Q1 2023	33
BADGLEY PHELPS & BELL INC	33	33	0.16%	0.62%	1.12%	Q2 2013	Q2 2021	33
UBS ASSET MANAGEMENT AMERICAS INC	26	1	0.00%	0.01%	0.04%	Q2 2013	Q2 2023	33
CONNING INC.	33	33	0.09%	0.17%	0.30%	Q3 2015	Q3 2023	33
TOMPKINS FINANCIAL CORP	19	1	0.00%	0.55%	1.34%	Q4 2013	Q2 2023	33
TOCQUEVILLE ASSET MANAGEMENT L.P.	32	1	0.01%	0.01%	0.02%	Q2 2014	Q3 2023	33
Freestone Capital Holdings, LLC	33	33	0.00%	0.12%	0.66%	Q3 2015	Q3 2023	33
PineBridge Investments, L.P.	31	2	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	33
Sageworth Trust Co	21	12	0.00%	0.28%	1.08%	Q4 2014	Q1 2023	33
TWO SIGMA INVESTMENTS, LP	11	1	0.00%	0.07%	0.28%	Q3 2013	Q3 2023	33
Gradient Investments LLC	24	9	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	33
Domani Wealth, LLC	33	33	0.26%	2.01%	4.08%	Q1 2015	Q1 2023	33
Chicago Partners Investment Group LLC	25	8	0.00%	0.10%	0.17%	Q2 2015	Q3 2023	33
Capital Investment Advisors, LLC	33	33	0.02%	0.07%	0.12%	Q4 2015	Q4 2023	33
Ironwood Investment Counsel, LLC	22	1	0.04%	0.18%	0.62%	Q2 2013	Q2 2023	32
Goelzer Investment Management, Inc.	32	32	0.02%	0.16%	0.26%	Q4 2015	Q3 2023	32
JFS WEALTH ADVISORS, LLC	32	32	0.05%	0.62%	2.06%	Q4 2015	Q3 2023	32
Lido Advisors, LLC	22	3	0.00%	0.09%	0.40%	Q1 2016	Q3 2023	32
Northstar Group, Inc.	32	32	0.41%	1.24%	1.44%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.01%	0.04%	0.06%	Q4 2015	Q3 2023	32
Karp Capital Management Corp	32	32	0.01%	0.30%	0.97%	Q4 2014	Q3 2022	32
UMB Bank, n.a.	32	32	0.19%	0.27%	0.48%	Q4 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	1.97%	9.18%	18.26%	Q4 2015	Q3 2023	32
St. Louis Trust Co	32	32	0.31%	1.25%	1.72%	Q4 2015	Q3 2023	32
Grove Bank & Trust	32	32	0.01%	0.92%	1.53%	Q4 2015	Q3 2023	32
SG Americas Securities, LLC	18	2	0.00%	0.07%	0.18%	Q3 2013	Q2 2023	32
Raab & Moskowitz Asset Management LLC	32	32	0.18%	0.27%	0.38%	Q4 2015	Q3 2023	32
MILLENNIUM MANAGEMENT LLC	16	1	0.00%	0.00%	0.02%	Q1 2014	Q3 2023	32
Colorado Capital Management, Inc.	32	32	3.71%	4.36%	4.93%	Q4 2015	Q3 2023	32
Clarius Group, LLC	32	32	0.12%	0.38%	0.83%	Q4 2015	Q3 2023	32
NICOLET BANKSHARES INC	32	32	1.32%	2.42%	4.37%	Q4 2015	Q3 2023	32
Schneider Downs Wealth Management Advisors, LP	32	32	1.74%	2.65%	4.69%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.36%	1.72%	3.92%	Q4 2015	Q3 2023	32
Compass Financial Group, Inc.	32	32	6.16%	7.68%	9.80%	Q4 2015	Q3 2023	32
Berkeley Capital Partners, LLC	32	32	0.10%	0.53%	1.22%	Q4 2015	Q3 2023	32
Cornerstone Advisory, LLC	32	32	0.79%	1.21%	2.58%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.11%	0.75%	2.08%	Q2 2013	Q3 2023	32
Fisher Asset Management, LLC	29	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.04%	0.08%	0.18%	Q4 2015	Q3 2023	32
MML INVESTORS SERVICES, LLC	26	6	0.45%	0.94%	1.68%	Q2 2015	Q3 2023	32
BBVA USA Bancshares, Inc.	32	32	2.08%	3.14%	4.10%	Q2 2013	Q1 2021	32
ARCADIA INVESTMENT MANAGEMENT CORP/MI	32	32	0.01%	0.06%	0.14%	Q4 2015	Q3 2023	32
Corrigan Financial, Inc.	32	32	0.77%	1.42%	2.02%	Q4 2015	Q3 2023	32
O'Brien Wealth Partners LLC	32	32	3.67%	6.71%	12.14%	Q4 2015	Q3 2023	32
Crestone Asset Management LLC	32	32	3.61%	7.03%	9.22%	Q4 2015	Q3 2023	32
TRUST CO OF VERMONT	25	1	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	32
Strategic Point Investment Advisors, LLC	32	32	0.06%	3.04%	5.55%	Q4 2015	Q3 2023	32
PAYDEN & RYGEL	31	31	0.01%	0.01%	0.03%	Q2 2013	Q4 2020	31
BEACON FINANCIAL GROUP	29	2	0.04%	0.26%	0.54%	Q3 2013	Q3 2023	31
TWO SIGMA ADVISERS, LP	16	1	0.00%	0.07%	0.18%	Q3 2014	Q3 2023	31
Integrated Investment Consultants, LLC	23	8	6.01%	9.68%	12.75%	Q4 2015	Q3 2023	31
IFP Advisors, Inc	17	14	0.03%	0.28%	0.70%	Q4 2015	Q3 2023	31
BINGHAM OSBORN & SCARBOROUGH LLC	30	1	0.04%	0.09%	0.12%	Q4 2013	Q3 2021	31
ROPES WEALTH ADVISORS LLC	31	31	0.02%	0.42%	0.84%	Q1 2016	Q3 2023	31
Anchor Investment Management, LLC	31	31	0.02%	0.05%	0.11%	Q2 2016	Q4 2023	31
CWM, LLC	23	8	0.00%	0.04%	0.11%	Q4 2015	Q3 2023	31
NEXT Financial Group, Inc	31	31	0.00%	0.17%	0.36%	Q2 2014	Q4 2021	31
MOTCO	27	4	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.38%	0.50%	0.61%	Q1 2016	Q3 2023	31
IBERIABANK CORP	31	31	0.84%	1.81%	3.51%	Q4 2012	Q2 2020	31
McNamara Financial Services, Inc.	31	31	0.09%	0.13%	0.16%	Q1 2016	Q3 2023	31
Asset Dedication, LLC	26	5	0.12%	0.28%	0.55%	Q4 2015	Q3 2023	31
High Falls Advisors, Inc	19	12	0.07%	0.11%	0.15%	Q4 2015	Q3 2023	31
Hudock, Inc.	31	31	0.01%	0.02%	0.04%	Q1 2015	Q3 2022	31
COUNTRY TRUST BANK	27	1	0.00%	0.01%	0.01%	Q2 2015	Q4 2023	31
Intercontinental Wealth Advisors, LLC	31	31	0.08%	1.12%	4.07%	Q4 2015	Q2 2023	31
Geneos Wealth Management Inc.	31	31	0.04%	0.07%	0.54%	Q1 2016	Q3 2023	31
Choate Investment Advisors	20	1	0.05%	0.14%	0.41%	Q3 2015	Q3 2023	31
Financial Sense Advisors, Inc.	25	6	0.12%	0.88%	2.17%	Q4 2015	Q3 2023	31
Trust Co	31	31	0.02%	0.06%	0.12%	Q1 2016	Q3 2023	31
Alliance Wealth Management Group	31	31	0.53%	2.26%	14.12%	Q4 2015	Q2 2023	31
Baker Avenue Asset Management, LP	31	31	0.19%	1.76%	3.53%	Q1 2016	Q3 2023	31
Stonebridge Capital Advisors LLC	31	31	0.09%	0.25%	0.43%	Q1 2016	Q3 2023	31
MARINER INDEPENDENT ADVISOR NETWORK, LLC	18	5	0.07%	1.49%	3.42%	Q2 2014	Q3 2022	31
ClearBridge Investments	13	1	0.00%	0.00%	0.05%	Q4 2013	Q3 2023	31
Ausdal Financial Partners, Inc.	19	12	0.07%	0.48%	5.04%	Q4 2015	Q3 2023	31
HOWE & RUSLING INC	16	4	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	31
First Personal Financial Services	28	3	0.01%	0.32%	2.12%	Q4 2015	Q3 2023	31
Well Done, LLC	31	31	0.09%	0.60%	1.03%	Q1 2016	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	0.61%	2.54%	7.09%	Q1 2014	Q3 2023	31
LifePlan Financial Group, Inc	30	30	1.02%	4.72%	10.39%	Q2 2013	Q3 2020	30
Country Club Trust Company, n.a.	14	1	0.14%	1.05%	2.52%	Q2 2013	Q4 2021	30
BOK Financial Private Wealth, Inc.	30	30	0.08%	0.15%	0.28%	Q2 2016	Q3 2023	30
Horan Securities, Inc.	22	8	1.42%	4.80%	9.07%	Q1 2016	Q3 2023	30
Brookstone Capital Management	27	3	0.07%	0.47%	2.41%	Q1 2015	Q3 2023	30
HOLLENCREST CAPITAL MANAGEMENT	25	1	0.02%	0.30%	0.60%	Q4 2013	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.39%	0.74%	1.31%	Q2 2013	Q3 2020	30
Wealthcare Advisory Partners LLC	30	30	0.14%	0.27%	0.44%	Q2 2016	Q3 2023	30
Jacobi Capital Management LLC	30	30	0.00%	0.04%	0.07%	Q2 2016	Q3 2023	30
Glenview Trust Co	28	1	0.03%	0.06%	0.15%	Q4 2014	Q3 2023	30
M Holdings Securities, Inc.	22	1	0.12%	0.29%	0.71%	Q4 2013	Q2 2023	30
Merriman Wealth Management, LLC	30	30	0.05%	0.34%	1.12%	Q2 2016	Q3 2023	30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	30	30	0.08%	0.20%	0.32%	Q2 2016	Q3 2023	30
Calamos Wealth Management LLC	28	1	0.06%	0.16%	0.23%	Q4 2014	Q3 2023	30
FIRST NATIONAL BANK OF OMAHA	23	7	0.01%	0.44%	0.70%	Q2 2013	Q2 2022	30
First Allied Advisory Services, Inc.	30	30	0.14%	0.28%	0.42%	Q2 2013	Q3 2020	30
ETRADE Capital Management LLC	30	30	3.56%	7.17%	9.12%	Q2 2013	Q3 2020	30
BOSTON FINANCIAL MANGEMENT LLC	30	30	0.19%	0.35%	0.57%	Q2 2016	Q3 2023	30
BALDWIN BROTHERS LLC/MA	30	30	0.01%	0.02%	0.04%	Q3 2016	Q4 2023	30
Intersect Capital LLC	30	30	8.09%	11.53%	15.71%	Q4 2014	Q1 2022	30
OAK RIDGE INVESTMENTS LLC	14	2	0.01%	0.04%	0.15%	Q4 2014	Q1 2023	29
Cassaday & Co Inc.	29	29	0.11%	0.44%	2.47%	Q4 2014	Q4 2021	29
WEALTHSOURCE PARTNERS, LLC	15	14	0.02%	0.17%	0.64%	Q2 2016	Q3 2023	29
Modera Wealth Management, LLC	29	29	0.34%	1.73%	4.79%	Q3 2016	Q3 2023	29
Koshinski Asset Management, Inc.	17	12	0.04%	0.12%	0.24%	Q2 2016	Q3 2023	29
Sunbelt Securities, Inc.	29	29	0.02%	0.20%	0.75%	Q3 2016	Q3 2023	29
V Wealth Advisors LLC	18	11	0.30%	0.68%	1.72%	Q1 2016	Q2 2023	29
Klingman & Associates, LLC	14	1	0.04%	0.10%	0.22%	Q4 2014	Q3 2023	29
Plancorp, LLC	28	1	0.05%	0.13%	0.24%	Q1 2015	Q3 2023	29
ROTHSCHILD INVESTMENT LLC /IL	29	29	0.11%	0.39%	0.58%	Q3 2016	Q3 2023	29
Cribstone Capital Management, LLC	29	29	0.20%	1.02%	2.70%	Q4 2015	Q4 2022	29
NewEdge Advisors, LLC	29	29	0.03%	0.77%	1.46%	Q3 2016	Q3 2023	29
DAVENPORT & Co LLC	29	29	0.01%	0.01%	0.02%	Q3 2016	Q3 2023	29
Stearns Financial Services Group	29	29	0.07%	0.09%	0.11%	Q3 2013	Q3 2020	29
Corundum Group, Inc.	20	9	0.56%	12.72%	19.33%	Q2 2016	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.02%	0.17%	0.29%	Q4 2013	Q4 2020	29
Mechanics Bank Trust Department	29	29	0.59%	0.84%	1.20%	Q3 2016	Q3 2023	29
Essex Financial Services, Inc.	18	3	0.05%	0.16%	0.36%	Q2 2015	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.02%	0.08%	Q3 2013	Q3 2023	29
Strategic Wealth Partners Group, LLC	20	9	1.10%	18.57%	22.65%	Q2 2016	Q3 2023	29
VOYA INVESTMENT MANAGEMENT LLC	16	1	0.00%	0.07%	0.41%	Q2 2013	Q3 2023	29
BTC Capital Management, Inc.	21	8	0.27%	1.67%	2.38%	Q2 2016	Q3 2023	29
Steward Partners Investment Advisory, LLC	28	28	0.89%	1.58%	7.30%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.02%	0.44%	1.73%	Q4 2016	Q3 2023	28
Canal Capital Management, LLC	28	28	0.81%	1.27%	1.57%	Q4 2016	Q3 2023	28
Ashfield Capital Partners, LLC	16	1	0.01%	0.22%	1.75%	Q4 2013	Q3 2022	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.08%	0.11%	0.16%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.02%	0.32%	1.26%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.10%	0.43%	1.24%	Q4 2016	Q3 2023	28
Jentner Corp	28	28	0.29%	0.42%	0.58%	Q4 2016	Q3 2023	28
Arete Wealth Advisors, LLC	28	28	0.06%	0.29%	0.52%	Q4 2016	Q3 2023	28
IMA Wealth, Inc.	22	2	0.05%	0.07%	0.15%	Q1 2015	Q3 2023	28
Miracle Mile Advisors, LLC	26	1	0.02%	0.06%	0.11%	Q1 2016	Q3 2023	28
REDW Wealth LLC	28	28	0.10%	0.22%	0.31%	Q4 2016	Q3 2023	28
Horizon Investments, LLC	27	1	0.00%	0.83%	7.64%	Q2 2013	Q1 2023	28
WEST PACES ADVISORS INC.	28	28	0.18%	0.55%	1.20%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.15%	0.26%	0.40%	Q4 2016	Q3 2023	28
TIEDEMANN ADVISORS, LLC	28	28	0.03%	0.30%	0.78%	Q4 2016	Q3 2023	28
Bryn Mawr Capital Management, LLC	28	28	0.50%	0.94%	1.86%	Q4 2016	Q3 2023	28
Destination Wealth Management	28	28	0.03%	0.04%	0.06%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.58%	0.95%	1.29%	Q2 2013	Q2 2022	28
Tower Research Capital LLC (TRC)	9	1	0.00%	0.58%	5.19%	Q2 2013	Q3 2023	28
Ullmann Wealth Partners Group, LLC	28	28	3.87%	9.40%	17.57%	Q4 2016	Q3 2023	28
GREENLEAF TRUST	28	28	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	28
JOYN Advisors, Inc.	28	28	7.14%	15.31%	28.30%	Q2 2013	Q1 2020	28
OAKWOOD CAPITAL MANAGEMENT LLC/CA	28	28	0.34%	0.68%	1.54%	Q2 2013	Q1 2020	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.03%	0.79%	3.92%	Q4 2016	Q3 2023	28
Gilbert & Cook, Inc.	28	28	0.06%	0.14%	0.30%	Q4 2016	Q3 2023	28
WESBANCO BANK INC	17	11	0.02%	0.09%	0.14%	Q3 2016	Q3 2023	28
WOLVERINE ASSET MANAGEMENT LLC	25	1	0.00%	0.15%	0.41%	Q2 2013	Q4 2021	28
BRINKER CAPITAL INC	20	8	1.55%	3.40%	6.92%	Q2 2013	Q2 2020	28
PEOPLES BANK /OH	21	3	0.10%	0.29%	0.45%	Q4 2015	Q3 2023	28
Cornerstone Wealth Management, LLC	25	3	0.02%	0.08%	0.17%	Q3 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.01%	0.03%	0.09%	Q4 2016	Q3 2023	28
ST GERMAIN D J CO INC	25	3	0.03%	0.04%	0.06%	Q4 2016	Q4 2023	28
Clearstead Advisors, LLC	28	28	0.06%	0.14%	0.20%	Q4 2016	Q3 2023	28
Blankinship & Foster, LLC	28	28	0.49%	0.68%	1.10%	Q4 2016	Q3 2023	28
Sequent Asset Management, LLC	13	1	0.11%	0.21%	0.36%	Q2 2013	Q3 2023	28
Good Life Advisors, LLC	28	28	0.12%	0.26%	0.46%	Q4 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.06%	0.07%	0.08%	Q1 2017	Q4 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.01%	0.28%	1.15%	Q4 2016	Q3 2023	28
Brightworth	28	28	0.16%	9.37%	34.79%	Q4 2015	Q3 2022	28
Sargent Bickham Lagudis LLC	28	28	0.02%	0.06%	0.10%	Q1 2016	Q4 2022	28
SIMON QUICK ADVISORS, LLC	28	28	1.77%	6.59%	10.60%	Q4 2016	Q3 2023	28
Pointe Capital Management LLC	28	28	0.15%	2.43%	5.60%	Q4 2016	Q3 2023	28
Relative Value Partners Group, LLC	17	5	0.10%	0.15%	0.19%	Q4 2015	Q3 2023	28
FORTE CAPITAL LLC /ADV	14	14	0.21%	0.34%	0.52%	Q3 2014	Q3 2023	28
Legacy Advisors, LLC	28	28	0.40%	1.10%	2.25%	Q4 2016	Q3 2023	28
RMB Capital Management, LLC	27	27	0.02%	0.24%	0.77%	Q1 2017	Q3 2023	27
Keel Point, LLC	27	27	0.04%	1.01%	2.19%	Q1 2017	Q3 2023	27
Flaharty Asset Management, LLC	27	27	4.47%	8.32%	11.22%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	0.45%	0.60%	0.82%	Q2 2015	Q4 2021	27
Stratford Consulting, LLC	27	27	0.08%	0.12%	0.14%	Q3 2013	Q1 2020	27
First Command Financial Services, Inc.	27	27	0.01%	0.12%	0.51%	Q4 2016	Q2 2023	27
First Command Bank	27	27	0.01%	0.14%	0.51%	Q4 2016	Q2 2023	27
PETTYJOHN, WOOD & WHITE, INC	27	27	0.08%	0.09%	0.11%	Q1 2017	Q3 2023	27
AJ WEALTH STRATEGIES, LLC	27	27	0.10%	0.21%	0.34%	Q4 2016	Q2 2023	27
Global Retirement Partners, LLC	20	7	0.40%	0.69%	1.10%	Q4 2016	Q3 2023	27
Kingsview Wealth Management, LLC	20	6	0.00%	0.21%	0.60%	Q1 2017	Q3 2023	27
Beaumont Financial Partners, LLC	13	2	0.02%	0.35%	2.14%	Q4 2013	Q3 2022	27
FIDUCIARY TRUST CO	18	1	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	27
IndexIQ Advisors LLC	27	27	0.00%	2.59%	12.44%	Q2 2013	Q4 2019	27
PLANNING ALTERNATIVES LTD /ADV	22	1	0.05%	0.16%	0.21%	Q1 2016	Q3 2023	27
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	27	27	1.19%	5.66%	9.79%	Q2 2013	Q4 2019	27
Nuveen Asset Management, LLC	21	1	0.00%	0.31%	2.15%	Q4 2013	Q3 2023	27
SPINNAKER TRUST	27	27	0.04%	0.06%	0.08%	Q1 2017	Q3 2023	27
Simmons Bank	27	27	1.41%	2.03%	2.51%	Q1 2017	Q3 2023	27
IMS Capital Management	20	7	0.36%	2.54%	4.42%	Q4 2016	Q3 2023	27
CAPITAL ADVISORS INC/OK	18	9	0.01%	0.14%	0.40%	Q4 2016	Q3 2023	27
LAU ASSOCIATES LLC	27	27	0.60%	0.94%	1.18%	Q2 2013	Q4 2019	27
QS Investors, LLC	27	27	0.02%	0.19%	0.45%	Q4 2014	Q2 2021	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.64%	1.32%	1.71%	Q2 2013	Q4 2019	27
Bragg Financial Advisors, Inc	17	4	0.03%	0.06%	0.11%	Q3 2015	Q3 2023	27
Capital Asset Advisory Services LLC	26	1	0.17%	1.01%	3.05%	Q1 2016	Q3 2023	27
Confluence Wealth Management LLC	27	27	0.43%	1.11%	3.64%	Q1 2014	Q3 2020	27
CIBC BANK USA	27	27	0.80%	1.35%	1.74%	Q2 2013	Q4 2019	27
WEATHERLY ASSET MANAGEMENT L. P.	26	1	0.05%	0.07%	0.09%	Q4 2015	Q3 2023	27
OPPENHEIMER ASSET MANAGEMENT INC.	27	27	0.10%	0.15%	0.50%	Q1 2017	Q3 2023	27
Capital Analysts, LLC	23	1	0.00%	0.07%	0.21%	Q4 2015	Q3 2023	27
Farmers & Merchants Trust Co of Chambersburg PA	27	27	0.01%	0.02%	0.04%	Q1 2017	Q3 2023	27
AE Wealth Management LLC	27	27	0.05%	0.12%	0.39%	Q1 2017	Q3 2023	27
Riverpoint Wealth Management Holdings, LLC	26	26	0.12%	0.17%	0.31%	Q2 2017	Q3 2023	26
LYELL WEALTH MANAGEMENT, LP	26	26	0.08%	0.11%	0.14%	Q2 2017	Q3 2023	26
Hartford Financial Management Inc.	25	1	0.08%	0.10%	0.12%	Q1 2017	Q3 2023	26
WESTWOOD HOLDINGS GROUP INC	26	26	0.01%	0.02%	0.04%	Q2 2017	Q3 2023	26
King Wealth Management Group	26	26	0.09%	0.10%	0.14%	Q2 2017	Q3 2023	26
AXA S.A.	26	26	0.33%	0.50%	0.64%	Q2 2013	Q3 2019	26
SRS Capital Advisors, Inc.	10	7	0.01%	1.46%	6.17%	Q4 2016	Q3 2023	26
Mathes Company, Inc.	24	2	0.54%	1.74%	2.44%	Q1 2017	Q3 2023	26
Jaffetilchin Investment Partners, LLC	19	7	0.04%	0.19%	1.04%	Q1 2017	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.01%	0.28%	0.58%	Q2 2017	Q3 2023	26
BANK HAPOALIM BM	26	26	0.06%	0.14%	0.26%	Q4 2013	Q1 2020	26
SHUFRO ROSE & CO LLC	26	26	0.02%	0.06%	0.08%	Q2 2017	Q3 2023	26
Bridgeworth, LLC	23	3	0.08%	0.20%	0.27%	Q4 2016	Q3 2023	26
Founders Capital Management	13	13	0.00%	0.01%	0.01%	Q1 2017	Q4 2023	26
Alpha Cubed Investments, LLC	26	26	0.02%	0.07%	0.15%	Q2 2017	Q3 2023	26
Meridian Wealth Management, LLC	26	26	0.11%	0.18%	0.26%	Q2 2017	Q3 2023	26
Circle Wealth Management, LLC	26	26	0.04%	0.40%	8.54%	Q2 2017	Q3 2023	26
Allworth Financial LP	23	1	0.00%	0.37%	1.09%	Q1 2016	Q3 2023	26
SHINE INVESTMENT ADVISORY SERVICES INC	26	26	4.03%	5.75%	9.99%	Q2 2014	Q3 2020	26
Fusion Family Wealth LLC	22	1	0.02%	0.05%	0.29%	Q4 2016	Q3 2023	26
Cerity Partners LLC	25	1	0.02%	0.14%	1.02%	Q1 2017	Q3 2023	26
Beaton Management Co. Inc.	26	26	0.85%	1.01%	1.20%	Q2 2017	Q3 2023	26
Sage Capital Advisors,llc	26	26	0.18%	0.22%	0.28%	Q2 2017	Q3 2023	26
GenWealth Group, Inc.	26	26	0.84%	1.43%	2.17%	Q2 2017	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.53%	0.81%	1.66%	Q2 2017	Q3 2023	26
BURNEY CO/	26	26	0.01%	0.04%	0.08%	Q2 2017	Q3 2023	26
CAPE COD FIVE CENTS SAVINGS BANK	23	3	0.02%	0.05%	0.08%	Q1 2017	Q3 2023	26
BOSTON ADVISORS LLC	26	26	0.42%	1.26%	2.19%	Q2 2013	Q3 2019	26
AFT, FORSYTH & COMPANY, INC.	24	2	0.60%	0.74%	0.92%	Q2 2013	Q3 2023	26
Geneva Partners, LLC	25	1	0.26%	0.40%	1.13%	Q2 2016	Q3 2023	26
Voya Financial Advisors, Inc.	25	1	0.02%	0.24%	1.30%	Q1 2015	Q4 2021	26
Gibson Capital, LLC	26	26	0.08%	0.12%	0.14%	Q2 2017	Q3 2023	26
Rinet Co LLC	26	26	0.92%	2.11%	3.58%	Q2 2015	Q3 2021	26
Stockman Wealth Management, Inc.	25	1	0.13%	0.20%	0.30%	Q1 2017	Q3 2023	26
Parsec Financial Management, Inc.	26	26	0.04%	0.12%	0.16%	Q4 2016	Q1 2023	26
BB&T SECURITIES, LLC	26	26	0.01%	0.06%	0.11%	Q2 2013	Q3 2019	26
SUNTRUST BANKS INC	26	26	1.19%	2.31%	3.08%	Q2 2013	Q3 2019	26
GW HENSSLER & ASSOCIATES LTD	18	8	0.02%	0.03%	0.04%	Q1 2017	Q3 2023	26
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	25	1	0.00%	0.06%	0.20%	Q4 2016	Q3 2023	26
FINANCIAL CONSULATE, INC	24	1	0.13%	0.34%	1.15%	Q4 2016	Q3 2023	25
PARK AVENUE SECURITIES LLC	14	1	0.24%	1.95%	6.33%	Q4 2014	Q3 2023	25
BOYS ARNOLD & CO INC	24	1	0.04%	0.15%	0.30%	Q4 2013	Q1 2020	25
Sustainable Growth Advisers, LP	17	1	0.00%	0.04%	0.20%	Q4 2013	Q3 2023	25
Bridgecreek Investment Management, LLC	19	2	0.03%	0.06%	0.08%	Q2 2013	Q3 2023	25
Biondo Investment Advisors, LLC	25	25	0.07%	0.23%	0.38%	Q3 2017	Q3 2023	25
Simplicity Solutions, LLC	13	1	0.02%	0.14%	0.54%	Q4 2015	Q3 2023	25
Autus Asset Management, LLC	25	25	0.11%	0.20%	0.24%	Q4 2015	Q4 2021	25
Edgestream Partners, L.P.	7	1	0.02%	0.23%	1.28%	Q2 2014	Q3 2023	25
RWA WEALTH PARTNERS, LLC	25	25	0.02%	0.09%	0.26%	Q3 2017	Q3 2023	25
MACROVIEW INVESTMENT MANAGEMENT LLC	25	25	0.06%	0.14%	0.52%	Q3 2017	Q3 2023	25
SNS Financial Group, LLC	25	25	0.05%	0.06%	0.09%	Q3 2017	Q3 2023	25
Colonial Trust Advisors	25	25	0.04%	0.05%	0.06%	Q3 2017	Q3 2023	25
Orgel Wealth Management, LLC	24	1	0.02%	0.07%	0.13%	Q1 2016	Q3 2023	25
RPG Investment Advisory, LLC	18	7	0.01%	0.20%	4.21%	Q2 2017	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.92%	1.24%	2.98%	Q4 2015	Q4 2021	25
Norway Savings Bank	25	25	0.01%	0.03%	0.06%	Q4 2016	Q4 2022	25
YorkBridge Wealth Partners, LLC	25	25	0.67%	0.90%	1.25%	Q4 2016	Q4 2022	25
Shepherd Financial Partners LLC	19	3	0.04%	0.07%	0.10%	Q4 2016	Q3 2023	25
Radnor Capital Management, LLC	19	1	0.38%	0.50%	0.75%	Q4 2016	Q3 2023	25
Abbrea Capital, LLC	25	25	0.06%	0.08%	0.10%	Q3 2017	Q3 2023	25
CFO4Life Group, LLC	25	25	0.10%	0.17%	0.40%	Q3 2017	Q3 2023	25
TIAA, FSB	25	25	1.90%	3.33%	5.53%	Q2 2017	Q2 2023	25
BDO Wealth Advisors, LLC	25	25	0.39%	0.77%	3.08%	Q2 2017	Q2 2023	25
Bogart Wealth, LLC	25	25	0.01%	0.11%	0.31%	Q3 2017	Q3 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.28%	1.15%	2.91%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.39%	0.59%	0.94%	Q3 2017	Q3 2023	25
O'Dell Group, LLC	13	12	0.12%	0.16%	0.23%	Q4 2016	Q3 2023	25
FIRST MIDWEST BANK TRUST DIVISION	14	2	0.03%	0.64%	1.68%	Q3 2013	Q4 2021	25
LANDAAS & CO /WI /ADV	25	25	1.42%	1.69%	2.30%	Q3 2017	Q3 2023	25
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	13	12	0.00%	0.03%	0.09%	Q4 2015	Q3 2023	25
CNB Bank	24	24	0.01%	0.11%	0.19%	Q4 2017	Q3 2023	24
Almanack Investment Partners, LLC.	15	1	0.03%	0.27%	1.18%	Q1 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.06%	0.11%	0.15%	Q4 2017	Q3 2023	24
Sanchez Wealth Management Group	24	24	9.47%	15.42%	23.12%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.14%	0.19%	0.23%	Q4 2017	Q3 2023	24
Paulson Wealth Management Inc.	24	24	0.51%	11.22%	15.41%	Q4 2017	Q3 2023	24
HARBOR ADVISORY CORP /MA/	24	24	0.13%	0.33%	0.54%	Q4 2017	Q3 2023	24
Horrell Capital Management, Inc.	16	1	0.00%	0.09%	0.23%	Q2 2013	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.11%	1.35%	3.58%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.02%	0.35%	0.63%	Q4 2017	Q3 2023	24
Rice Partnership, LLC	24	24	0.10%	0.50%	2.12%	Q4 2017	Q3 2023	24
Ballast, Inc.	24	24	2.53%	3.76%	5.94%	Q4 2017	Q3 2023	24
Northwest Capital Management Inc	24	24	0.21%	0.35%	0.46%	Q4 2017	Q3 2023	24
RETIREMENT INCOME SOLUTIONS, INC	24	24	3.95%	8.55%	16.75%	Q4 2017	Q3 2023	24
Winthrop Advisory Group LLC	24	24	2.24%	3.34%	5.84%	Q4 2017	Q3 2023	24
Leonard Rickey Investment Advisors P.L.L.C.	24	24	0.23%	0.42%	0.65%	Q4 2017	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	1.57%	1.94%	2.36%	Q4 2015	Q3 2021	24
Financial Advocates Investment Management	24	24	0.08%	0.17%	0.28%	Q4 2017	Q3 2023	24
Carlson Capital Management	19	5	0.02%	0.07%	0.14%	Q3 2017	Q3 2023	24
WealthShield Partners, LLC	24	24	0.17%	0.42%	0.97%	Q4 2017	Q3 2023	24
Nikulski Financial, Inc.	24	24	2.53%	3.26%	4.38%	Q4 2017	Q3 2023	24
SCHNIEDERS CAPITAL MANAGEMENT LLC	24	24	0.10%	0.24%	0.43%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.70%	1.67%	2.99%	Q4 2017	Q3 2023	24
Bigelow Investment Advisors, LLC	24	24	0.13%	0.21%	0.33%	Q4 2017	Q3 2023	24
Corient Capital Partners, LLC	24	24	0.04%	0.06%	0.11%	Q3 2016	Q2 2022	24
Prime Capital Investment Advisors, LLC	24	24	0.07%	0.17%	0.57%	Q4 2017	Q3 2023	24
Holistic Financial Partners	24	24	2.17%	4.83%	6.05%	Q4 2017	Q3 2023	24
Broadview Financial Management, LLC	24	24	0.41%	1.06%	1.36%	Q4 2017	Q3 2023	24
SYM FINANCIAL Corp	24	24	0.01%	0.04%	0.15%	Q4 2017	Q3 2023	24
LGL PARTNERS, LLC	19	5	0.05%	0.40%	2.80%	Q3 2017	Q3 2023	24
SECURITY NATIONAL TRUST CO	24	24	0.01%	0.24%	0.38%	Q4 2015	Q3 2021	24
DIMENSION CAPITAL MANAGEMENT LLC	24	24	0.20%	0.64%	0.89%	Q4 2017	Q3 2023	24
Freedom Investment Management, Inc.	24	24	0.03%	0.09%	0.42%	Q2 2013	Q1 2019	24
BHK Investment Advisors, LLC	24	24	0.38%	0.80%	1.11%	Q4 2017	Q3 2023	24
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	24	24	0.64%	0.78%	1.05%	Q2 2013	Q1 2019	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.10%	0.37%	1.24%	Q4 2017	Q3 2023	24
Brickley Wealth Management	24	24	2.89%	6.66%	11.36%	Q4 2017	Q3 2023	24
Sowell Financial Services LLC	10	2	0.21%	0.68%	1.35%	Q4 2016	Q3 2023	24
Snowden Capital Advisors LLC	15	1	0.03%	0.09%	0.27%	Q4 2016	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.09%	0.15%	0.21%	Q4 2017	Q3 2023	24
Fernwood Investment Management, LLC	24	24	0.22%	0.24%	0.26%	Q4 2017	Q3 2023	24
Ellenbecker Investment Group	24	24	4.15%	9.36%	15.48%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.10%	0.26%	0.62%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.06%	0.14%	0.33%	Q4 2017	Q3 2023	24
CHILTON CAPITAL MANAGEMENT LLC	15	1	0.03%	0.07%	0.16%	Q4 2013	Q3 2023	24
Pinnacle Wealth Planning Services, Inc.	24	24	0.53%	1.33%	4.82%	Q4 2017	Q3 2023	24
Kendall Capital Management	24	24	0.19%	0.80%	1.33%	Q4 2017	Q3 2023	24
Moors & Cabot, Inc.	11	5	0.01%	0.09%	0.20%	Q3 2015	Q3 2023	24
New Potomac Partners, LLC	24	24	0.16%	0.33%	0.51%	Q4 2017	Q3 2023	24
Barrett Asset Management, LLC	24	24	0.00%	0.01%	0.01%	Q2 2016	Q1 2022	24
Mutual Advisors, LLC	24	24	0.08%	0.24%	0.62%	Q4 2017	Q3 2023	24
STEPHENS GROUP ASSET MANAGEMENT, LLC	24	24	3.43%	6.63%	12.53%	Q4 2017	Q3 2023	24
D.B. Root & Company, LLC	24	24	0.13%	0.65%	2.08%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	1.06%	1.50%	2.90%	Q4 2017	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	1.53%	2.22%	3.12%	Q4 2017	Q3 2023	24
WEBSTER BANK, N. A.	11	4	0.00%	0.05%	0.25%	Q4 2013	Q3 2023	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.02%	0.08%	0.19%	Q4 2017	Q3 2023	24
Valmark Advisers, Inc.	24	24	0.02%	0.03%	0.07%	Q4 2017	Q3 2023	24
Towerpoint Wealth, LLC	24	24	1.36%	2.63%	9.61%	Q4 2017	Q3 2023	24
Financial Partners Group, Inc	24	24	0.14%	0.43%	1.65%	Q4 2017	Q3 2023	24
Johanson Financial Advisors, Inc.	20	4	1.77%	3.54%	5.09%	Q4 2015	Q4 2021	24
CENTAURUS FINANCIAL, INC.	24	24	0.02%	0.08%	0.34%	Q4 2017	Q3 2023	24
Biltmore Family Office, LLC	24	24	0.24%	0.44%	0.73%	Q4 2017	Q3 2023	24
Avondale Wealth Management	24	24	0.14%	0.36%	0.68%	Q4 2017	Q3 2023	24
UNITED BANK	24	24	0.11%	0.17%	0.23%	Q4 2017	Q3 2023	24
Vigilant Capital Management, LLC	24	24	0.00%	0.07%	0.15%	Q2 2016	Q1 2022	24
Gryphon Financial Partners LLC	24	24	0.05%	0.20%	0.51%	Q4 2017	Q3 2023	24
Ballew Advisors, Inc	24	24	0.40%	0.58%	0.74%	Q4 2017	Q3 2023	24
Providence Capital Advisors, LLC	24	24	0.05%	0.17%	0.49%	Q4 2017	Q3 2023	24
Doyle Wealth Management	23	23	0.59%	0.73%	0.84%	Q1 2017	Q3 2022	23
Quadrant Capital Management, LLC	23	23	0.26%	0.29%	0.32%	Q2 2014	Q4 2019	23
Hall Kathryn A.	19	4	0.29%	2.14%	4.71%	Q3 2013	Q3 2023	23
Summit X, LLC	23	23	0.04%	0.90%	2.34%	Q1 2018	Q3 2023	23
COMERICA SECURITIES INC	23	23	0.26%	0.86%	1.78%	Q2 2013	Q4 2018	23
CAPITAL FUND MANAGEMENT S.A.	9	1	0.00%	0.03%	0.09%	Q1 2015	Q4 2021	23
USAdvisors Wealth Management, LLC	14	9	0.04%	0.44%	1.34%	Q4 2017	Q3 2023	23
Lee Financial Co	23	23	0.06%	0.11%	0.16%	Q1 2018	Q3 2023	23
Granite Investment Partners, LLC	18	1	0.00%	0.05%	0.35%	Q4 2013	Q3 2023	23
Telos Capital Management, Inc.	21	2	0.04%	0.05%	0.08%	Q4 2017	Q3 2023	23
Clark Capital Management Group, Inc.	14	1	0.00%	0.01%	0.02%	Q3 2016	Q3 2023	23
CITIZENS & NORTHERN CORP	23	23	0.30%	0.46%	0.79%	Q1 2018	Q3 2023	23
VAN ECK ASSOCIATES CORP	23	23	0.00%	0.03%	0.13%	Q2 2016	Q4 2021	23
BREMER TRUST NATIONAL ASSOCIATION	23	23	0.34%	0.40%	0.50%	Q2 2013	Q4 2018	23
NATIXIS	23	23	0.00%	0.03%	0.12%	Q3 2016	Q1 2022	23
Dana Investment Advisors, Inc.	11	1	0.01%	0.19%	3.05%	Q3 2015	Q3 2023	23
LEE DANNER & BASS INC	23	23	0.08%	0.19%	0.36%	Q1 2018	Q3 2023	23
HARVEST CAPITAL MANAGEMENT INC	23	23	0.10%	0.12%	0.19%	Q4 2013	Q2 2019	23
Capital Investment Advisory Services, LLC	23	23	0.06%	0.10%	0.14%	Q1 2018	Q3 2023	23
WealthTrust-Arizona, LLC	23	23	0.51%	1.02%	2.35%	Q2 2013	Q4 2018	23
Willow Creek Wealth Management Inc.	23	23	0.18%	0.39%	0.56%	Q1 2018	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.17%	0.25%	0.32%	Q4 2017	Q2 2023	23
BANK OF THE WEST	20	1	0.03%	0.06%	0.24%	Q1 2016	Q1 2022	23
MARINO, STRAM & ASSOCIATES LLC	23	23	0.16%	0.33%	0.80%	Q1 2018	Q3 2023	23
CENTRAL BANK & TRUST CO	17	6	0.00%	0.01%	0.06%	Q4 2017	Q3 2023	23
North Star Investment Management Corp.	20	1	0.00%	0.00%	0.00%	Q2 2014	Q4 2021	23
Chicago Capital, LLC	23	23	0.03%	0.04%	0.06%	Q1 2018	Q3 2023	23
Mount Yale Investment Advisors, LLC	23	23	0.12%	0.20%	0.82%	Q1 2018	Q3 2023	23
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	10	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	23
S&CO INC	23	23	0.03%	0.08%	0.18%	Q1 2018	Q3 2023	23
Hudson Capital Management LLC	20	3	0.14%	0.35%	1.05%	Q4 2017	Q3 2023	23
One Wealth Advisors, LLC	19	4	2.27%	12.12%	21.84%	Q4 2017	Q3 2023	23
Belpointe Asset Management LLC	18	2	0.03%	0.14%	0.74%	Q3 2017	Q3 2023	23
MGO ONE SEVEN LLC	21	2	0.08%	0.48%	0.82%	Q4 2017	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.08%	0.17%	0.30%	Q2 2013	Q1 2019	23
Bristlecone Advisors, LLC	16	1	0.05%	0.06%	0.12%	Q4 2015	Q3 2023	23
EVERGREEN CAPITAL MANAGEMENT LLC	23	23	0.02%	0.04%	0.07%	Q1 2018	Q3 2023	23
Dynamic Advisor Solutions LLC	19	4	0.04%	0.17%	0.27%	Q4 2017	Q3 2023	23
Jackson Wealth Management, LLC	21	2	0.27%	1.38%	2.83%	Q4 2014	Q4 2020	23
Ahrens Investment Partners LLC	23	23	0.11%	0.20%	0.30%	Q3 2017	Q1 2023	23
ROCKY MOUNTAIN ADVISERS, LLC	23	23	0.04%	0.14%	0.20%	Q1 2018	Q3 2023	23
Verdence Capital Advisors LLC	19	1	0.05%	0.27%	0.47%	Q4 2017	Q3 2023	22
GERMAN AMERICAN BANCORP, INC.	22	22	0.04%	0.07%	0.10%	Q2 2018	Q3 2023	22
Lowe Wealth Advisors, LLC	21	1	0.00%	0.01%	0.16%	Q3 2015	Q4 2023	22
Aureus Asset Management, LLC	6	1	0.01%	0.10%	0.29%	Q2 2013	Q4 2022	22
Personal Capital Advisors Corp	22	22	0.01%	0.01%	0.02%	Q3 2017	Q4 2022	22
AMI ASSET MANAGEMENT CORP	13	1	0.01%	0.23%	1.88%	Q4 2014	Q3 2023	22
Icon Wealth Partners, LLC	19	3	0.33%	0.86%	2.15%	Q4 2017	Q3 2023	22
Parisi Gray Wealth Management	19	1	0.32%	0.41%	0.54%	Q4 2017	Q3 2023	22
Argent Trust Co	22	22	0.10%	0.16%	0.44%	Q2 2018	Q3 2023	22
USCA RIA LLC	22	22	0.02%	0.43%	0.83%	Q1 2016	Q2 2021	22
Stuart Chaussee & Associates, Inc.	22	22	0.07%	0.21%	0.47%	Q2 2018	Q3 2023	22
Certified Advisory Corp	11	11	0.38%	0.53%	0.74%	Q4 2017	Q3 2023	22
Brand Asset Management Group, Inc.	22	22	4.17%	5.15%	5.83%	Q2 2018	Q3 2023	22
Apriem Advisors	11	2	0.00%	0.36%	0.49%	Q4 2016	Q3 2023	22
Matthew Goff Investment Advisor, LLC	21	1	0.09%	0.13%	0.15%	Q1 2018	Q3 2023	22
Andesa Financial Management Inc.	22	22	0.24%	0.63%	1.71%	Q4 2017	Q1 2023	22
HM PAYSON & CO	18	4	0.00%	0.01%	0.02%	Q3 2016	Q3 2023	22
Lenox Wealth Advisors, LLC	18	2	0.00%	0.01%	0.06%	Q3 2013	Q1 2022	22
Starfire Investment Advisers, Inc.	22	22	0.17%	1.47%	2.34%	Q1 2015	Q2 2020	22
Pathway Financial Advisors LLC	14	8	0.08%	0.59%	1.65%	Q4 2017	Q3 2023	22
PRINCIPAL FINANCIAL GROUP INC	18	1	0.00%	0.02%	0.04%	Q4 2015	Q3 2023	22
CALTON & ASSOCIATES, INC.	22	22	0.24%	4.64%	8.20%	Q4 2017	Q1 2023	22
Krilogy Financial LLC	12	1	0.00%	0.13%	0.27%	Q3 2015	Q1 2023	22
Towercrest Capital Management	22	22	0.32%	0.38%	0.50%	Q2 2018	Q3 2023	22
RAND WEALTH, LLC	22	22	0.05%	0.09%	0.14%	Q2 2013	Q3 2018	22
Advisors Preferred, LLC	6	1	0.01%	5.64%	12.29%	Q1 2014	Q3 2023	22
Fiduciary Trust Co International of Pennsylvania	17	1	0.05%	0.15%	0.23%	Q2 2013	Q1 2020	22
RGT Wealth Advisors, LLC	11	1	0.06%	0.41%	1.98%	Q3 2016	Q3 2022	22
PFG Advisors	17	5	0.08%	0.24%	0.38%	Q4 2017	Q3 2023	22
BBR PARTNERS, LLC	17	1	0.04%	0.21%	0.39%	Q1 2015	Q3 2023	22
Sharkey, Howes & Javer	21	1	0.51%	0.86%	1.14%	Q1 2015	Q3 2023	22
Pinnacle Bancorp, Inc.	20	1	0.10%	0.21%	0.45%	Q1 2017	Q3 2023	21
BOURGEON CAPITAL MANAGEMENT LLC	19	1	0.07%	0.09%	0.13%	Q3 2017	Q3 2023	21
RIVERBRIDGE PARTNERS LLC	19	1	0.00%	0.01%	0.01%	Q2 2013	Q2 2022	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.04%	0.08%	0.13%	Q3 2018	Q3 2023	21
FFT WEALTH MANAGEMENT LLC	14	3	0.03%	0.07%	0.12%	Q1 2018	Q3 2023	21
Corbenic Partners LLC	19	1	0.00%	0.21%	0.74%	Q2 2013	Q4 2021	21
VICTORY CAPITAL MANAGEMENT INC	7	1	0.00%	0.00%	0.02%	Q3 2013	Q4 2022	21
TIAA CREF INVESTMENT MANAGEMENT LLC	21	21	0.05%	0.08%	0.12%	Q2 2013	Q2 2018	21
FIRST COMMONWEALTH FINANCIAL CORP /PA/	21	21	0.20%	0.36%	0.81%	Q3 2018	Q3 2023	21
Oxbow Advisors, LLC	9	1	0.02%	0.03%	0.05%	Q2 2017	Q3 2023	21
FRED ALGER MANAGEMENT, LLC	7	1	0.00%	0.01%	0.12%	Q4 2013	Q3 2023	21
VESTOR CAPITAL, LLC	12	9	0.01%	0.04%	0.07%	Q2 2017	Q3 2023	21
SALEM INVESTMENT COUNSELORS INC	18	3	0.01%	0.05%	0.09%	Q3 2016	Q3 2023	21
LCNB CORP	21	21	0.12%	0.18%	0.51%	Q3 2018	Q3 2023	21
Perigon Wealth Management, LLC	20	1	0.06%	0.21%	0.37%	Q3 2011	Q3 2023	21
Peachtree Investment Advisors, Inc.	21	21	0.25%	0.36%	0.57%	Q4 2013	Q4 2018	21
Barnett & Company, Inc.	9	3	0.02%	0.21%	0.75%	Q2 2017	Q3 2023	21
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	19	2	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	21
MCKINLEY CAPITAL MANAGEMENT LLC	12	1	0.00%	0.01%	0.12%	Q2 2014	Q3 2023	21
Fieldpoint Private Securities, LLC	20	1	0.93%	1.19%	1.69%	Q1 2017	Q2 2022	21
Whitnell & Co.	21	21	0.01%	0.09%	0.20%	Q4 2014	Q4 2019	21
RED CEDAR INVESTMENT MANAGEMENT, LLC	21	21	1.95%	8.41%	18.34%	Q3 2018	Q3 2023	21
Aspen Investment Management Inc	13	8	0.14%	0.28%	0.46%	Q3 2013	Q4 2019	21
Mascoma Wealth Management LLC	11	1	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	21
Smith, Salley & Associates	21	21	0.04%	0.10%	0.18%	Q3 2018	Q3 2023	21
Jackson Hole Capital Partners, LLC	20	20	0.05%	0.45%	0.79%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.10%	0.39%	0.62%	Q4 2013	Q3 2018	20
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	20	20	0.01%	0.33%	0.92%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.08%	0.11%	0.16%	Q2 2016	Q1 2021	20
Eukles Asset Management	20	20	3.38%	3.84%	4.26%	Q4 2018	Q3 2023	20
Pinnacle Wealth Management Advisory Group, LLC	14	6	0.06%	0.13%	0.23%	Q2 2017	Q3 2023	20
Covenant Partners, LLC	20	20	5.16%	6.63%	14.54%	Q4 2018	Q3 2023	20
Cooper Financial Group	20	20	0.50%	0.87%	1.38%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.03%	0.14%	0.26%	Q4 2018	Q3 2023	20
Essex Savings Bank	20	20	0.13%	0.27%	0.35%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.01%	0.07%	0.14%	Q4 2018	Q3 2023	20
Rockefeller Capital Management L.P.	20	20	0.04%	0.39%	0.84%	Q4 2018	Q3 2023	20
JSF Financial, LLC	20	20	1.49%	5.15%	15.13%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	6.90%	11.63%	20.31%	Q4 2018	Q3 2023	20
Kavar Capital Partners, LLC	15	2	0.03%	0.12%	0.17%	Q4 2013	Q3 2020	20
BREWIN DOLPHIN LTD	20	20	0.02%	0.03%	0.07%	Q3 2017	Q2 2022	20
CreativeOne Wealth, LLC	20	20	0.05%	0.16%	0.46%	Q4 2018	Q3 2023	20
Larson Financial Group LLC	20	20	0.06%	0.19%	0.66%	Q4 2018	Q3 2023	20
Claro Advisors LLC	20	20	0.11%	0.22%	0.37%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.08%	0.16%	0.58%	Q4 2017	Q3 2022	20
Magnus Financial Group LLC	20	20	0.07%	0.20%	0.50%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.08%	0.15%	0.31%	Q4 2017	Q4 2022	20
Ellis Investment Partners, LLC	20	20	0.86%	1.01%	1.29%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	0.35%	0.47%	0.66%	Q4 2018	Q3 2023	20
MARSHALL FINANCIAL GROUP INC /ADV	20	20	1.38%	2.14%	3.12%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.47%	0.93%	1.43%	Q4 2018	Q3 2023	20
Salomon & Ludwin, LLC	20	20	0.05%	0.09%	0.19%	Q4 2018	Q3 2023	20
MONTAG A & ASSOCIATES INC	20	20	0.43%	0.62%	0.78%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.68%	1.07%	1.96%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.27%	0.52%	0.88%	Q4 2018	Q3 2023	20
Ferris Capital, LLC	20	20	0.36%	1.77%	2.55%	Q2 2017	Q1 2022	20
Financial Advisors, LLC	20	20	0.95%	1.24%	1.48%	Q4 2018	Q3 2023	20
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	20	20	0.47%	0.89%	1.55%	Q4 2018	Q3 2023	20
Lindbrook Capital, LLC	20	20	0.06%	1.52%	4.70%	Q4 2018	Q3 2023	20
Hillcrest Wealth Advisors - NY, LLC	20	20	1.46%	2.34%	2.87%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.01%	0.73%	2.04%	Q4 2018	Q3 2023	20
FundX Investment Group, LLC	8	5	0.04%	4.90%	21.58%	Q1 2015	Q4 2021	20
CX Institutional	20	20	0.01%	0.51%	1.54%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.08%	0.16%	0.30%	Q4 2018	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	0.55%	1.22%	2.36%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.50%	0.65%	0.78%	Q4 2018	Q3 2023	20
Concert Wealth Management Inc.	16	16	0.00%	0.22%	0.42%	Q2 2013	Q1 2017	20
Aspire Private Capital, LLC	20	20	0.07%	0.08%	0.10%	Q4 2018	Q3 2023	20
Wellington Shields Capital Management, LLC	20	20	0.03%	0.05%	0.06%	Q2 2017	Q1 2022	20
CAMG Solamere Management, LLC	20	20	1.62%	2.52%	3.75%	Q4 2016	Q3 2021	20
Traverso Chambers Private Wealth Management, LLC	20	20	0.46%	0.63%	0.75%	Q4 2018	Q3 2023	20
MA Private Wealth	20	20	0.17%	0.32%	0.72%	Q4 2018	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	1.43%	4.62%	9.96%	Q4 2018	Q3 2023	20
ERTS Wealth Advisors, LLC	20	20	0.26%	0.46%	0.99%	Q4 2018	Q3 2023	20
RESTON WEALTH MANAGEMENT LLC	20	20	0.20%	0.27%	0.56%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	0.46%	0.55%	0.63%	Q4 2018	Q3 2023	20
GYL FINANCIAL SYNERGIES, LLC	20	20	0.07%	0.23%	0.48%	Q4 2018	Q3 2023	20
Total Wealth Planning, LLC	20	20	0.24%	0.42%	0.60%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	1.43%	1.96%	2.37%	Q4 2016	Q3 2021	20
Meridian Wealth Advisors, LLC	20	20	0.27%	0.50%	0.74%	Q4 2018	Q3 2023	20
Avidian Wealth Solutions, LLC	20	20	1.72%	2.78%	4.05%	Q4 2018	Q3 2023	20
Huntington Steele LLC	20	20	6.61%	7.36%	8.18%	Q2 2013	Q1 2018	20
Hardy Reed LLC	20	20	2.19%	3.07%	4.14%	Q4 2018	Q3 2023	20
Pettinga Financial Advisors LLC	20	20	0.83%	2.60%	4.71%	Q4 2018	Q3 2023	20
TORRAY INVESTMENT PARTNERS LLC	20	20	0.04%	0.09%	0.28%	Q4 2018	Q3 2023	20
CCG WEALTH MANAGEMENT, LLC	20	20	0.67%	0.92%	1.48%	Q4 2018	Q3 2023	20
Prestige Wealth Management Group LLC	20	20	0.10%	0.27%	0.66%	Q4 2018	Q3 2023	20
KMG FIDUCIARY PARTNERS, LLC	20	20	0.40%	1.58%	4.29%	Q4 2018	Q3 2023	20
Vivaldi Capital Management LP	20	20	0.09%	0.28%	0.44%	Q4 2018	Q3 2023	20
Versant Capital Management, Inc	13	7	0.01%	0.02%	0.03%	Q2 2016	Q4 2023	20
CASTLEARK MANAGEMENT LLC	20	20	0.04%	0.08%	0.15%	Q4 2014	Q3 2019	20
Beacon Pointe Advisors, LLC	20	20	0.64%	1.45%	3.61%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.49%	0.66%	0.78%	Q4 2015	Q3 2020	20
PILLAR PACIFIC CAPITAL MANAGEMENT LLC	20	20	0.04%	0.08%	0.13%	Q2 2016	Q1 2021	20
HANCOCK WHITNEY CORP	20	20	0.03%	0.06%	0.12%	Q4 2018	Q3 2023	20
Legacy Private Trust Co.	20	20	0.02%	0.04%	0.08%	Q4 2018	Q3 2023	20
DARRELL & KING LLC	16	4	0.04%	0.07%	0.13%	Q4 2015	Q4 2020	20
Private Wealth Advisors, LLC	20	20	0.15%	0.24%	0.35%	Q4 2018	Q3 2023	20
First PREMIER Bank	20	20	0.01%	0.05%	0.11%	Q4 2018	Q3 2023	20
Brio Consultants, LLC	20	20	0.18%	4.02%	8.18%	Q4 2018	Q3 2023	20
LEAVELL INVESTMENT MANAGEMENT, INC.	19	1	0.00%	0.06%	0.17%	Q2 2010	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.10%	0.25%	0.56%	Q4 2018	Q3 2023	20
Formidable Asset Management, LLC	14	3	0.07%	0.10%	0.25%	Q1 2017	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.16%	5.54%	10.07%	Q4 2018	Q3 2023	20
Paracle Advisors, LLC	19	1	0.12%	0.34%	0.51%	Q1 2016	Q1 2021	20
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	11	1	0.00%	0.13%	0.32%	Q3 2015	Q4 2022	20
IRON Financial LLC	19	1	0.11%	0.30%	2.82%	Q1 2015	Q3 2023	20
Ellevest, Inc.	20	20	0.04%	0.08%	0.14%	Q4 2018	Q3 2023	20
Archer Investment Corp	20	20	0.37%	0.57%	0.80%	Q4 2018	Q3 2023	20
FARR MILLER & WASHINGTON LLC/DC	7	1	0.02%	0.03%	0.06%	Q2 2015	Q3 2021	20
SAGE RHINO CAPITAL LLC	19	19	0.14%	0.18%	0.22%	Q1 2019	Q3 2023	19
BRIDGES INVESTMENT COUNSEL INC/	19	19	0.11%	0.69%	5.06%	Q2 2013	Q4 2017	19
Western Wealth Management, LLC	11	8	0.14%	0.26%	0.38%	Q4 2018	Q3 2023	19
ARS Investment Partners, LLC	13	3	0.03%	0.03%	0.04%	Q1 2018	Q3 2023	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.06%	0.16%	0.44%	Q1 2019	Q3 2023	19
Buffington Mohr McNeal	19	19	0.19%	0.23%	0.30%	Q3 2018	Q1 2023	19
IFC Holdings Incorporated/FL	19	19	0.68%	1.22%	1.65%	Q2 2013	Q4 2017	19
McAdam, LLC	11	3	0.03%	0.12%	0.33%	Q1 2018	Q3 2023	19
SlateStone Wealth, LLC	19	19	1.08%	1.91%	3.18%	Q1 2019	Q3 2023	19
GIRARD PARTNERS LTD.	18	1	0.04%	0.11%	0.18%	Q2 2014	Q3 2019	19
Aptus Capital Advisors, LLC	19	19	0.00%	0.02%	0.08%	Q1 2019	Q3 2023	19
INVERNESS COUNSEL LLC /NY/	19	19	0.01%	0.03%	0.04%	Q1 2018	Q3 2022	19
Evensky & Katz LLC	19	19	0.07%	0.12%	0.19%	Q1 2019	Q3 2023	19
INTEGRATED CAPITAL MANAGEMENT, INC.	17	2	2.03%	2.86%	3.72%	Q4 2018	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.38%	0.99%	2.72%	Q1 2019	Q3 2023	19
Altium Wealth Management LLC	19	19	0.09%	0.16%	0.46%	Q4 2017	Q2 2022	19
Beech Hill Advisors, Inc.	15	4	0.12%	0.14%	0.26%	Q1 2017	Q3 2023	19
Summit Trail Advisors, LLC	15	1	0.03%	0.25%	0.42%	Q4 2017	Q3 2023	19
Peachtree Investment Partners, LLC	19	19	0.16%	0.35%	0.66%	Q1 2019	Q3 2023	19
Royal Fund Management, LLC	14	1	0.05%	0.15%	0.46%	Q4 2016	Q3 2023	19
Financial Insights, Inc.	18	1	0.47%	1.08%	1.54%	Q4 2018	Q3 2023	19
Schoolcraft Capital LLC	19	19	0.15%	0.31%	0.54%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.32%	1.28%	1.95%	Q4 2017	Q2 2022	19
Global Strategic Investment Solutions, LLC	18	1	0.09%	0.67%	1.42%	Q4 2018	Q3 2023	19
SVA Wealth Management, LLC	16	1	0.03%	0.05%	0.10%	Q1 2015	Q4 2020	19
COMERICA SECURITIES,INC.	19	19	0.34%	0.50%	0.68%	Q1 2019	Q3 2023	19
Opes Wealth Management LLC	19	19	1.33%	2.46%	3.66%	Q1 2019	Q3 2023	19
FLC Capital Advisors	19	19	2.06%	3.92%	7.40%	Q4 2018	Q2 2023	19
Litman Gregory Wealth Management LLC	18	1	0.00%	0.02%	0.10%	Q4 2016	Q4 2021	19
Realta Investment Advisors	19	19	0.01%	0.08%	0.25%	Q1 2019	Q3 2023	19
TEACHERS ADVISORS, LLC	16	1	0.00%	0.04%	0.14%	Q2 2013	Q2 2018	19
Armor Investment Advisors, LLC	19	19	0.13%	0.21%	0.28%	Q4 2016	Q2 2021	19
STATE STREET CORP	16	3	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	19
PRIVATE CAPITAL MANAGEMENT LLC	19	19	0.18%	0.32%	0.44%	Q1 2019	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.02%	0.12%	0.21%	Q4 2018	Q3 2023	19
Zions Bancorporation, N.A.	19	19	0.19%	0.79%	1.92%	Q1 2019	Q3 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.29%	0.89%	1.24%	Q1 2019	Q3 2023	19
Enterprise Bank & Trust Co	19	19	0.24%	0.38%	0.49%	Q1 2019	Q3 2023	19
Wealthstar Advisors, LLC	10	9	0.14%	0.35%	0.44%	Q1 2018	Q3 2023	19
Partnervest Advisory Services LLC	13	6	0.02%	1.30%	2.70%	Q2 2013	Q4 2018	19
BANK OF STOCKTON	19	19	0.09%	0.14%	0.23%	Q1 2019	Q3 2023	19
Weaver Consulting Group	19	19	0.09%	0.29%	0.41%	Q1 2019	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.31%	0.66%	0.93%	Q2 2013	Q4 2017	19
Arden Trust Co	19	19	0.07%	0.36%	0.92%	Q2 2019	Q4 2023	19
Titus Wealth Management	19	19	2.61%	3.12%	3.61%	Q4 2017	Q2 2022	19
EVERMAY WEALTH MANAGEMENT LLC	19	19	0.08%	0.14%	0.32%	Q1 2019	Q3 2023	19
B. Riley Wealth Management, Inc.	8	4	0.00%	0.14%	0.36%	Q1 2014	Q2 2022	19
TSFG, LLC	19	19	4.48%	6.08%	8.21%	Q1 2019	Q3 2023	19
Bremer Bank National Association	19	19	0.09%	0.23%	0.43%	Q1 2019	Q3 2023	19
Venturi Wealth Management, LLC	10	9	0.03%	0.07%	0.10%	Q3 2017	Q3 2023	19
Laurel Wealth Advisors, Inc.	19	19	0.09%	0.24%	0.49%	Q2 2018	Q4 2022	19
OXFORD FINANCIAL GROUP, LTD. LLC	19	19	0.10%	0.29%	0.42%	Q1 2019	Q3 2023	19
Insight Wealth Strategies, LLC	19	19	0.04%	0.06%	0.08%	Q1 2019	Q3 2023	19
Donald L. Hagan, LLC	19	19	0.26%	6.27%	12.02%	Q4 2014	Q2 2019	19
Abbot Financial Management, Inc.	18	18	0.12%	0.17%	0.31%	Q2 2019	Q3 2023	18
Independence Advisors, LLC	18	18	10.34%	11.94%	13.64%	Q2 2016	Q3 2020	18
LBMC INVESTMENT ADVISORS, LLC	14	4	0.03%	0.05%	0.08%	Q1 2019	Q3 2023	18
Catamount Wealth Management	18	18	0.03%	0.04%	0.06%	Q4 2014	Q1 2019	18
BlueSky Wealth Advisors, LLC	18	18	0.08%	0.11%	0.15%	Q2 2019	Q3 2023	18
Strategic Advisors LLC	16	1	0.04%	0.18%	0.48%	Q1 2016	Q4 2021	18
Clear Perspective Advisors, LLC	18	18	0.08%	0.25%	0.45%	Q3 2017	Q4 2021	18
HWG Holdings LP	7	1	0.00%	5.30%	13.27%	Q1 2017	Q4 2022	18
MANUFACTURERS LIFE INSURANCE COMPANY, THE	10	1	0.00%	0.00%	0.01%	Q4 2013	Q1 2020	18
NATIONAL PLANNING CORP	18	18	0.07%	0.37%	0.97%	Q2 2013	Q3 2017	18
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	16	1	0.01%	0.03%	0.06%	Q4 2016	Q3 2023	18
Strategic Wealth Partners, Ltd.	17	1	0.01%	1.74%	7.28%	Q1 2018	Q1 2023	18
SVB WEALTH LLC	18	18	0.16%	4.15%	7.53%	Q2 2019	Q3 2023	18
JACOBS LEVY EQUITY MANAGEMENT, INC	12	1	0.02%	0.04%	0.06%	Q2 2018	Q3 2023	18
Baker Ellis Asset Management LLC	12	6	0.03%	0.05%	0.06%	Q4 2014	Q2 2019	18
Paradigm Financial Advisors, LLC	15	3	0.05%	0.20%	0.31%	Q1 2014	Q4 2021	18
Sepio Capital, LP	17	1	0.04%	0.32%	1.26%	Q1 2019	Q3 2023	18
TOWNSQUARE CAPITAL LLC	18	18	0.02%	0.18%	0.68%	Q2 2019	Q3 2023	18
Kovack Advisors, Inc.	15	1	0.03%	0.08%	0.40%	Q2 2014	Q3 2023	18
PRW Wealth Management LLC	16	1	0.42%	1.02%	2.11%	Q4 2018	Q3 2023	18
Tranquility Partners, LLC	18	18	0.61%	0.71%	0.84%	Q2 2019	Q3 2023	18
Clear Creek Financial Management, LLC	18	18	0.15%	0.39%	1.69%	Q2 2019	Q3 2023	18
Chesapeake Wealth Management	17	1	0.08%	0.11%	0.14%	Q1 2018	Q2 2023	18
Sands Capital Management	6	1	0.00%	0.02%	0.06%	Q4 2013	Q3 2023	18
RELIANCE TRUST CO OF DELAWARE	11	7	0.96%	1.34%	2.02%	Q2 2013	Q1 2019	18
Sound View Wealth Advisors Group, LLC	18	18	0.75%	0.95%	1.18%	Q2 2019	Q3 2023	18
Full Sail Capital, LLC	17	1	0.05%	0.08%	0.17%	Q4 2018	Q3 2023	18
SUMMIT FINANCIAL GROUP, INC.	18	18	0.40%	0.62%	0.93%	Q2 2019	Q3 2023	18
Legacy Wealth Management, Inc	14	1	0.03%	0.04%	0.05%	Q4 2016	Q3 2023	18
Private Vista, LLC	10	8	0.65%	1.13%	2.82%	Q4 2015	Q2 2020	18
Portfolio Strategies, Inc.	12	3	0.04%	1.31%	4.91%	Q4 2017	Q3 2023	18
Sabal Trust CO	18	18	0.03%	0.07%	0.12%	Q2 2019	Q3 2023	18
FIFTH THIRD SECURITIES, INC.	8	1	0.95%	1.89%	2.85%	Q1 2016	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.26%	0.84%	1.26%	Q2 2013	Q3 2017	18
Family Firm, Inc.	14	1	0.08%	0.10%	0.23%	Q3 2016	Q3 2023	18
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	1	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	18
Baltimore-Washington Financial Advisors, Inc.	13	5	0.00%	0.04%	0.07%	Q3 2014	Q3 2023	18
Jacobus Wealth Management, Inc.	18	18	0.35%	0.91%	1.43%	Q2 2013	Q3 2017	18
Commonwealth Equity Services, Inc	18	18	2.63%	3.21%	3.66%	Q2 2013	Q3 2017	18
Stonehearth Capital Management, LLC	13	5	0.21%	0.45%	4.07%	Q4 2014	Q4 2023	18
MBM Wealth Consultants, LLC	18	18	0.01%	0.01%	0.01%	Q4 2018	Q1 2023	18
FIRST INTERSTATE BANK	18	18	0.01%	0.26%	0.66%	Q3 2015	Q4 2019	18
Beirne Wealth Consulting Services, LLC	18	18	0.21%	1.20%	2.01%	Q4 2018	Q1 2023	18
HCR Wealth Advisors	16	1	0.07%	0.09%	0.20%	Q4 2018	Q2 2023	17
IFG Advisory, LLC	17	17	0.33%	0.41%	0.52%	Q3 2019	Q3 2023	17
Vestmark Advisory Solutions, Inc.	14	3	0.03%	0.05%	0.22%	Q1 2019	Q2 2023	17
RONALD BLUE & CO LLC	17	17	0.04%	0.07%	0.10%	Q2 2013	Q2 2017	17
Texan Capital Management	13	4	0.16%	0.69%	1.98%	Q2 2013	Q4 2017	17
Eldridge Investment Advisors, Inc.	17	17	0.15%	0.27%	0.38%	Q3 2019	Q3 2023	17
Resource Management, LLC	17	17	0.04%	0.08%	0.10%	Q4 2017	Q4 2021	17
Paragon Wealth Strategies, LLC	8	4	0.55%	6.44%	12.11%	Q4 2018	Q4 2023	17
Taylor Hoffman Wealth Management	17	17	0.08%	0.18%	0.23%	Q4 2017	Q4 2021	17
TrinityPoint Wealth, LLC	14	1	0.07%	0.09%	0.27%	Q4 2018	Q3 2023	17
Wealthquest Corp	14	1	0.03%	0.06%	0.11%	Q4 2018	Q3 2023	17
Lipe & Dalton	17	17	0.14%	0.32%	0.96%	Q2 2013	Q2 2017	17
WOODMONT INVESTMENT COUNSEL LLC	17	17	0.09%	0.12%	0.16%	Q3 2019	Q3 2023	17
NOMURA ASSET MANAGEMENT CO LTD	9	8	0.00%	0.01%	0.04%	Q2 2019	Q3 2023	17
TEXAS CAPITAL BANCSHARES INC/TX	14	3	0.17%	0.26%	0.41%	Q2 2019	Q3 2023	17
ADELL HARRIMAN & CARPENTER INC	13	1	0.03%	0.04%	0.07%	Q1 2016	Q3 2023	17
HEADINVEST, LLC	17	17	0.05%	0.07%	0.08%	Q3 2019	Q3 2023	17
MONROE BANK & TRUST/MI	6	3	0.00%	0.02%	0.06%	Q2 2013	Q2 2018	17
Janney Capital Management LLC	6	1	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	17
Winfield Associates, Inc.	17	17	0.00%	0.10%	0.29%	Q4 2013	Q4 2017	17
CLIFFORD SWAN INVESTMENT COUNSEL LLC	16	1	0.01%	0.01%	0.02%	Q3 2018	Q4 2022	17
TimeScale Financial, Inc.	17	17	0.01%	0.01%	0.02%	Q2 2019	Q2 2023	17
Regis Management CO LLC	14	1	0.03%	0.13%	0.32%	Q3 2016	Q3 2023	17
Tolleson Wealth Management, Inc.	17	17	1.23%	1.85%	2.78%	Q3 2019	Q3 2023	17
Midwest Professional Planners, LTD.	7	1	0.24%	1.42%	2.41%	Q4 2017	Q3 2023	17
1st Global Advisors, Inc.	17	17	0.96%	1.49%	2.14%	Q2 2013	Q2 2017	17
WFG Advisors, LP	17	17	0.10%	0.17%	0.28%	Q2 2013	Q2 2017	17
LVM CAPITAL MANAGEMENT LTD/MI	17	17	0.04%	0.05%	0.06%	Q3 2019	Q3 2023	17
Ridgewood Investments LLC	17	17	0.33%	0.37%	0.46%	Q4 2016	Q4 2020	17
Kingfisher Capital LLC	14	1	0.06%	0.10%	0.32%	Q3 2018	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.00%	0.15%	0.30%	Q3 2019	Q3 2023	17
BOSTON FAMILY OFFICE LLC	14	3	0.02%	0.02%	0.03%	Q2 2019	Q3 2023	17
KING LUTHER CAPITAL MANAGEMENT CORP	17	17	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	17
LMCG INVESTMENTS, LLC	10	7	0.01%	0.06%	0.19%	Q2 2013	Q3 2023	17
MainStreet Investment Advisors LLC	8	1	0.02%	0.03%	0.05%	Q4 2017	Q1 2023	17
Rafferty Asset Management, LLC	14	1	0.04%	0.23%	0.46%	Q2 2013	Q2 2022	17
Tower View Wealth Management LLC	11	6	0.01%	0.03%	0.08%	Q3 2018	Q3 2023	17
RFG Advisory, LLC	12	1	0.04%	0.25%	0.48%	Q3 2018	Q3 2023	16
Compton Wealth Advisory Group, LLC	16	16	0.20%	0.31%	0.50%	Q4 2019	Q3 2023	16
VAUGHAN & Co SECURITIES, INC.	16	16	10.68%	12.25%	14.40%	Q4 2019	Q3 2023	16
Graves Light Lenhart Wealth, Inc.	14	2	0.04%	0.05%	0.05%	Q3 2019	Q3 2023	16
Next Capital Management LLC	14	2	0.23%	0.75%	2.10%	Q1 2019	Q3 2023	16
Laurel Wealth Advisors LLC	9	7	0.03%	0.11%	0.24%	Q4 2018	Q3 2023	16
Nationwide Fund Advisors	7	3	0.00%	0.03%	0.07%	Q2 2013	Q3 2017	16
CONDOR CAPITAL MANAGEMENT	16	16	0.03%	1.18%	1.86%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.53%	1.03%	1.54%	Q4 2019	Q3 2023	16
DT Investment Partners, LLC	16	16	0.14%	0.61%	1.68%	Q4 2019	Q3 2023	16
S&T BANK/PA	16	16	0.05%	0.07%	0.17%	Q4 2019	Q3 2023	16
Monterey Private Wealth, Inc.	16	16	0.23%	0.26%	0.29%	Q4 2019	Q3 2023	16
Financial Engines Advisors L.L.C.	15	1	0.00%	0.03%	0.17%	Q2 2018	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.27%	0.69%	1.24%	Q4 2019	Q3 2023	16
Frontier Wealth Management LLC	16	16	0.00%	0.05%	0.13%	Q2 2018	Q1 2022	16
Column Capital Advisors, LLC	16	16	0.08%	0.13%	0.25%	Q4 2019	Q3 2023	16
Cordant, Inc.	16	16	0.04%	0.05%	0.06%	Q4 2019	Q3 2023	16
IAG Wealth Partners, LLC	16	16	0.09%	0.14%	0.22%	Q4 2019	Q3 2023	16
MITCHELL CAPITAL MANAGEMENT CO	16	16	0.12%	0.81%	1.53%	Q4 2019	Q3 2023	16
LOOMIS SAYLES & CO L P	16	16	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	16
Alexandria Capital, LLC	12	1	0.00%	0.07%	0.10%	Q2 2013	Q3 2021	16
NovaPoint Capital, LLC	16	16	0.11%	0.33%	1.39%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	2.47%	4.68%	5.99%	Q4 2019	Q3 2023	16
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	16	16	3.26%	4.51%	5.61%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.44%	0.50%	0.56%	Q4 2019	Q3 2023	16
Veracity Capital LLC	16	16	0.58%	1.00%	1.35%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.92%	1.66%	3.39%	Q4 2019	Q3 2023	16
Engrave Wealth Partners LLC	16	16	0.34%	0.89%	1.80%	Q4 2019	Q3 2023	16
American Institute for Advanced Investment Management, LLP	16	16	5.55%	6.34%	7.42%	Q4 2019	Q3 2023	16
Consolidated Planning Corp	16	16	0.74%	2.27%	3.51%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.74%	1.29%	1.97%	Q4 2019	Q3 2023	16
FSA Wealth Management LLC	16	16	15.81%	20.54%	24.43%	Q4 2019	Q3 2023	16
Keebeck Wealth Management, LLC	16	16	0.08%	0.79%	1.54%	Q4 2019	Q3 2023	16
PAX Financial Group, LLC	16	16	0.34%	0.78%	1.17%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.65%	0.87%	1.19%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.01%	0.04%	0.05%	Q4 2019	Q3 2023	16
PACIFIC CAPITAL WEALTH ADVISORS, INC	16	16	0.53%	1.00%	1.48%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	3.90%	5.79%	11.41%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.32%	0.37%	0.44%	Q4 2019	Q3 2023	16
Regent Peak Wealth Advisors LLC	16	16	2.52%	3.48%	4.68%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	1.50%	3.39%	5.65%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	0.06%	0.19%	0.32%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	3.81%	4.04%	4.58%	Q2 2013	Q1 2017	16
EPG Wealth Management LLC	16	16	1.63%	2.64%	4.28%	Q4 2019	Q3 2023	16
NWK Group, Inc.	16	16	0.17%	0.42%	0.62%	Q4 2019	Q3 2023	16
Visionary Wealth Advisors	16	16	0.09%	0.97%	1.31%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	0.02%	1.03%	3.76%	Q4 2019	Q3 2023	16
Sterling Capital Management LLC	16	16	0.01%	0.05%	0.53%	Q4 2015	Q3 2019	16
Texas Capital Bank Wealth Management Services Inc	16	16	0.12%	0.33%	0.72%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.21%	0.43%	1.11%	Q4 2019	Q3 2023	16
Stonebridge Financial Planning Group, LLC	16	16	1.15%	1.41%	1.66%	Q4 2019	Q3 2023	16
HighMark Wealth Management LLC	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
Platte River Wealth Advisors, LLC	14	1	0.00%	3.61%	4.42%	Q4 2019	Q3 2023	16
Cardinal Strategic Wealth Guidance	16	16	0.19%	0.44%	1.60%	Q4 2019	Q3 2023	16
First National Bank of Hutchinson	16	16	0.19%	0.45%	0.93%	Q4 2019	Q3 2023	16
Key FInancial Inc	16	16	0.76%	1.02%	1.47%	Q4 2019	Q3 2023	16
Edgemoor Investment Advisors, Inc.	7	2	0.03%	0.07%	0.12%	Q2 2014	Q3 2023	16
Perennial Investment Advisors, LLC	16	16	0.70%	1.14%	1.55%	Q4 2019	Q3 2023	16
CFM WEALTH PARTNERS LLC	16	16	0.83%	0.91%	1.10%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.52%	0.82%	1.01%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.24%	0.52%	0.75%	Q4 2019	Q3 2023	16
CERTUITY, LLC	16	16	1.00%	2.21%	3.90%	Q4 2019	Q3 2023	16
Adero Partners, LLC	16	16	0.07%	0.27%	0.71%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	0.20%	0.37%	0.76%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	1.26%	1.75%	2.26%	Q4 2019	Q3 2023	16
Sunburst Financial Group, LLC	16	16	4.53%	8.60%	13.54%	Q4 2019	Q3 2023	16
Cedar Mountain Advisors, LLC	16	16	15.98%	19.73%	23.62%	Q4 2019	Q3 2023	16
BARINGS LLC	12	1	0.07%	2.44%	5.20%	Q4 2013	Q3 2020	16
JANUS HENDERSON GROUP PLC	12	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	16
True North Advisors, LLC	16	16	0.49%	0.79%	1.38%	Q4 2019	Q3 2023	16
US FINANCIAL ADVISORS, LLC	12	4	0.07%	2.43%	5.27%	Q1 2015	Q3 2023	16
Relyea Zuckerberg Hanson LLC	16	16	1.71%	3.63%	7.56%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.00%	0.04%	0.09%	Q3 2019	Q3 2023	16
Belmont Capital, LLC	16	16	0.02%	0.05%	0.08%	Q4 2019	Q3 2023	16
Wealthspire Advisors, LLC	15	1	0.21%	0.49%	0.70%	Q4 2018	Q3 2023	16
Hubbell Strickland Wealth Management, LLC	16	16	0.17%	0.35%	0.41%	Q4 2019	Q3 2023	16
Savior LLC	16	16	0.00%	0.01%	0.05%	Q4 2019	Q3 2023	16
TBH Global Asset Management, LLC	16	16	0.15%	0.20%	0.26%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.05%	0.21%	0.47%	Q4 2019	Q3 2023	16
REGENTATLANTIC CAPITAL LLC	14	1	0.01%	0.02%	0.03%	Q4 2014	Q3 2022	16
CAPITAL INSIGHT PARTNERS, LLC	16	16	0.16%	0.22%	0.35%	Q4 2019	Q3 2023	16
Curtis Advisory Group, LLC	16	16	1.15%	2.42%	7.86%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.08%	0.11%	0.13%	Q4 2019	Q3 2023	16
Cedar Wealth Management, LLC	16	16	0.07%	0.13%	0.16%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	0.25%	0.31%	0.42%	Q4 2019	Q3 2023	16
IEQ CAPITAL, LLC	16	16	0.83%	1.25%	1.83%	Q4 2019	Q3 2023	16
INGALLS & SNYDER LLC	7	1	0.01%	0.01%	0.02%	Q1 2017	Q4 2021	16
Oldfather Financial Services, LLC	16	16	3.04%	3.39%	3.89%	Q4 2019	Q3 2023	16
MADISON INVESTMENT HOLDINGS INC	16	16	0.01%	0.01%	0.02%	Q4 2015	Q3 2019	16
Core Wealth Advisors, Inc.	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
ERn Financial, LLC	16	16	0.05%	0.09%	0.18%	Q4 2019	Q3 2023	16
Legal & General Group Plc	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
FIRST HAWAIIAN BANK	6	1	0.01%	0.06%	0.68%	Q2 2013	Q3 2023	16
TFO Wealth Partners, LLC	16	16	0.26%	1.44%	3.48%	Q4 2019	Q3 2023	16
Jordan Park Group LLC	6	3	0.05%	0.18%	0.56%	Q2 2018	Q3 2023	16
Csenge Advisory Group	14	1	0.03%	0.06%	0.20%	Q3 2017	Q3 2023	16
ZWJ INVESTMENT COUNSEL INC	12	1	0.01%	0.03%	0.10%	Q1 2017	Q3 2023	16
Berman Capital Advisors, LLC	16	16	3.84%	5.93%	9.61%	Q4 2017	Q3 2021	16
Demars Financial Group, LLC	16	16	0.73%	5.22%	8.48%	Q4 2019	Q3 2023	16
Affiance Financial, LLC	16	16	0.03%	0.42%	2.03%	Q4 2019	Q3 2023	16
HOWARD WEALTH MANAGEMENT, LLC	16	16	0.27%	0.33%	0.46%	Q4 2019	Q3 2023	16
Carmichael Hill & Associates, Inc.	16	16	0.10%	0.12%	0.16%	Q4 2019	Q3 2023	16
Apexium Financial, LP	16	16	0.27%	0.37%	0.50%	Q4 2019	Q3 2023	16
Halpern Financial, Inc.	16	16	1.83%	2.23%	3.03%	Q4 2019	Q3 2023	16
Harborview Advisors, LLC	16	16	0.38%	0.57%	0.81%	Q4 2017	Q3 2021	16
Kore Private Wealth LLC	16	16	0.04%	0.06%	0.16%	Q4 2018	Q3 2022	16
HBW ADVISORY SERVICES LLC	14	1	0.10%	0.20%	0.34%	Q4 2019	Q3 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.02%	0.18%	0.66%	Q4 2019	Q3 2023	15
360 Financial, Inc.	15	15	0.18%	0.20%	0.24%	Q4 2019	Q2 2023	15
StoneX Group Inc.	9	6	0.08%	0.29%	0.82%	Q2 2017	Q4 2021	15
EPIQ PARTNERS, LLC	15	15	1.96%	2.82%	4.56%	Q1 2020	Q3 2023	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	1.91%	2.24%	2.73%	Q4 2019	Q3 2023	15
Columbia Trust Co 01012016	12	3	0.22%	0.33%	1.10%	Q4 2019	Q3 2023	15
Investors Research Corp	15	15	0.03%	0.05%	0.06%	Q1 2020	Q3 2023	15
BEAM WEALTH ADVISORS, INC.	15	15	1.54%	2.74%	3.84%	Q1 2020	Q3 2023	15
AdvicePeriod, LLC	15	15	0.41%	0.51%	0.63%	Q4 2017	Q2 2021	15
Retirement Group, LLC	14	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	15
Crewe Advisors LLC	8	7	0.01%	0.15%	0.38%	Q4 2017	Q3 2023	15
Strategic Family Wealth Counselors, L.L.C.	15	15	0.81%	1.40%	2.13%	Q1 2020	Q3 2023	15
Aprio Wealth Management, LLC	10	5	0.39%	1.39%	7.36%	Q4 2019	Q3 2023	15
Jefferies Group LLC	11	1	0.00%	0.03%	0.17%	Q2 2016	Q3 2022	15
Stordahl Capital Management, Inc.	14	1	0.09%	0.12%	0.15%	Q4 2019	Q3 2023	15
WealthPLAN Partners, LLC	8	1	0.01%	0.06%	0.13%	Q3 2016	Q4 2023	15
CBIZ Investment Advisory Services, LLC	9	6	0.05%	0.32%	1.98%	Q4 2019	Q3 2023	15
Symphony Financial, Ltd. Co.	15	15	0.13%	0.23%	0.94%	Q1 2020	Q3 2023	15
J. W. Coons Advisors, LLC	15	15	0.16%	0.22%	0.29%	Q1 2020	Q3 2023	15
PrairieView Partners, LLC	15	15	0.03%	0.09%	0.16%	Q1 2020	Q3 2023	15
Graypoint LLC	15	15	1.26%	2.97%	4.03%	Q1 2020	Q3 2023	15
LAKE STREET ADVISORS GROUP, LLC	15	15	0.08%	0.12%	0.15%	Q4 2017	Q2 2021	15
BAINCO INTERNATIONAL INVESTORS	11	1	0.03%	0.06%	0.15%	Q2 2014	Q3 2019	15
BlackRock Investment Management, LLC	15	15	0.07%	0.25%	0.31%	Q2 2013	Q4 2016	15
NBT BANK N A /NY	14	1	0.03%	0.04%	0.04%	Q4 2019	Q3 2023	15
MAGNOLIA CAPITAL ADVISORS LLC	15	15	0.12%	0.38%	0.83%	Q4 2019	Q2 2023	15
Capital Bank & Trust Co	15	15	0.00%	0.01%	0.02%	Q4 2017	Q2 2021	15
Epstein & White Financial LLC	15	15	0.29%	0.81%	4.43%	Q4 2017	Q2 2021	15
RMR Wealth Builders	14	1	3.48%	7.92%	14.28%	Q4 2019	Q3 2023	15
Broadleaf Partners, LLC	14	1	0.08%	0.10%	0.14%	Q4 2019	Q3 2023	15
KANALY TRUST CO	15	15	9.15%	10.09%	12.25%	Q2 2013	Q4 2016	15
Avion Wealth	15	15	0.01%	0.02%	0.02%	Q1 2020	Q3 2023	15
Barber Financial Group, Inc.	10	5	0.04%	0.45%	2.76%	Q4 2016	Q1 2023	15
Edgewood Management	6	1	0.00%	0.04%	0.47%	Q4 2013	Q3 2023	15
Apella Capital, LLC	12	3	0.03%	0.09%	0.15%	Q1 2020	Q4 2023	15
J.W. COLE ADVISORS, INC.	8	7	0.12%	0.34%	1.20%	Q4 2019	Q3 2023	15
MAIRS & POWER INC	15	15	0.01%	0.01%	0.01%	Q4 2015	Q2 2019	15
BT Wealth Management LLC	15	15	4.03%	6.31%	9.68%	Q4 2018	Q2 2022	15
SENTINEL ASSET MANAGEMENT, INC.	15	15	0.30%	6.75%	32.12%	Q4 2014	Q2 2018	15
Hills Bank & Trust Co	10	1	0.01%	0.05%	0.06%	Q1 2019	Q3 2023	15
Total Clarity Wealth Management, Inc.	14	1	0.01%	2.21%	4.76%	Q4 2019	Q3 2023	15
Principle Wealth Partners LLC	14	1	0.03%	0.05%	0.07%	Q4 2019	Q3 2023	15
Fort Point Capital Partners LLC	8	2	0.04%	0.09%	0.22%	Q4 2013	Q1 2022	15
Connecticut Wealth Management, LLC	10	1	0.51%	0.72%	0.91%	Q2 2019	Q3 2023	15
Legacy Bridge, LLC	15	15	0.14%	0.17%	0.21%	Q1 2020	Q3 2023	15
Allianz Asset Management GmbH	4	1	0.00%	0.01%	0.06%	Q3 2017	Q3 2023	15
ESL Trust Services, LLC	15	15	0.11%	0.15%	0.18%	Q1 2020	Q3 2023	15
Eudaimonia Partners, LLC	8	7	0.05%	0.09%	0.20%	Q4 2019	Q3 2023	15
Cornerstone Wealth Group, LLC	15	15	0.04%	0.67%	1.64%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.30%	0.32%	0.34%	Q2 2016	Q4 2019	15
OSAIC HOLDINGS, INC.	15	15	0.36%	0.46%	0.52%	Q1 2020	Q3 2023	15
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15	15	0.00%	0.07%	0.12%	Q1 2020	Q3 2023	15
ARGI Investment Services, LLC	15	15	0.03%	0.04%	0.05%	Q2 2019	Q4 2022	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.10%	0.21%	0.33%	Q1 2020	Q3 2023	15
DENVER INVESTMENT ADVISORS LLC	14	1	0.00%	0.20%	0.35%	Q4 2013	Q1 2018	15
Murphy Pohlad Asset Management LLC	15	15	0.55%	0.59%	0.64%	Q2 2013	Q4 2016	15
Horst & Graben Wealth Management LLC	15	15	0.07%	0.11%	0.14%	Q1 2020	Q3 2023	15
FCA CORP /TX	14	1	0.08%	0.10%	0.13%	Q4 2019	Q3 2023	15
Petix & Botte Co	12	3	0.40%	0.75%	1.02%	Q4 2019	Q3 2023	15
FORT PITT CAPITAL GROUP, LLC	14	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.14%	0.61%	1.12%	Q2 2013	Q4 2016	15
WEALTHCARE CAPITAL MANAGEMENT LLC	10	1	0.00%	0.03%	0.06%	Q2 2013	Q1 2021	15
Wellspring Financial Advisors, LLC	15	15	5.14%	6.73%	8.39%	Q1 2020	Q3 2023	15
Alpha Omega Wealth Management LLC	15	15	0.03%	0.07%	0.11%	Q4 2015	Q2 2019	15
HAYS ADVISORY LLC	14	1	0.26%	1.01%	3.60%	Q4 2014	Q3 2018	15
HC Advisors, LLC	14	1	0.32%	0.36%	0.41%	Q4 2019	Q3 2023	15
ARQ WEALTH ADVISORS, LLC	15	15	0.30%	0.42%	0.55%	Q1 2020	Q3 2023	15
LWS Wealth Advisors, Inc.	15	15	0.10%	0.33%	0.43%	Q4 2019	Q2 2023	15
Bison Wealth, LLC	11	2	0.05%	0.39%	0.76%	Q1 2015	Q3 2023	15
HANTZ FINANCIAL SERVICES, INC.	15	15	9.17%	10.82%	11.93%	Q1 2020	Q3 2023	15
Wilshire Advisors LLC	15	15	1.71%	2.53%	3.94%	Q1 2017	Q3 2020	15
Royal Harbor Partners, LLC	11	4	0.14%	0.19%	0.27%	Q4 2019	Q3 2023	15
BlackRock Institutional Trust Company, N.A.	15	15	0.00%	0.01%	0.03%	Q2 2013	Q4 2016	15
WESPAC Advisors SoCal, LLC	6	2	0.02%	0.20%	0.78%	Q4 2017	Q2 2023	14
Gerstein Fisher	14	14	0.04%	0.18%	0.46%	Q2 2013	Q3 2016	14
Hanson & Doremus Investment Management	7	1	0.00%	0.01%	0.01%	Q3 2015	Q3 2023	14
Tiller Private Wealth, Inc.	6	1	0.12%	0.17%	0.45%	Q1 2017	Q3 2023	14
Quadrant Private Wealth Management, LLC	10	4	0.37%	0.61%	1.06%	Q1 2020	Q3 2023	14
TRUE Private Wealth Advisors	5	1	0.01%	0.04%	0.07%	Q4 2017	Q1 2022	14
RPg Family Wealth Advisory, LLC	7	1	0.08%	0.53%	1.69%	Q1 2016	Q3 2023	14
Peninsula Wealth, LLC	8	1	0.10%	0.12%	0.14%	Q3 2018	Q3 2023	14
Executive Wealth Management, LLC	6	3	0.02%	0.03%	0.04%	Q4 2018	Q3 2023	14
LVW Advisors, LLC	14	14	0.05%	0.08%	0.12%	Q1 2019	Q2 2022	14
Bank Julius Baer & Co. Ltd, Zurich	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
BANK OF HAWAII	14	14	0.01%	0.10%	0.98%	Q2 2020	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.32%	4.08%	7.07%	Q4 2019	Q1 2023	14
ASSET MANAGEMENT CORP /IL/ /ADV	14	14	0.39%	0.50%	0.62%	Q4 2019	Q1 2023	14
Northwest Bancshares, Inc.	14	14	0.06%	0.08%	0.10%	Q2 2020	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.08%	0.10%	0.11%	Q2 2020	Q3 2023	14
Pinnacle Advisory Group, Inc.	7	1	0.01%	0.05%	0.11%	Q3 2016	Q1 2021	14
Single Point Partners, LLC	7	1	0.11%	0.19%	0.35%	Q4 2019	Q3 2023	14
OLD MISSION CAPITAL LLC	3	1	0.01%	0.27%	1.22%	Q2 2016	Q3 2023	14
ROBERTS GLORE & CO INC /IL/	14	14	0.08%	0.09%	0.10%	Q2 2020	Q3 2023	14
Hanlon Investment Management, Inc.	10	4	0.02%	0.13%	0.48%	Q4 2014	Q4 2019	14
TRUST CO OF VIRGINIA /VA	14	14	0.12%	0.17%	0.20%	Q2 2020	Q3 2023	14
Bell Rock Capital LLC	13	1	0.00%	0.03%	0.34%	Q4 2016	Q2 2022	14
Campbell Wealth Management	8	1	0.03%	0.05%	0.13%	Q1 2019	Q3 2023	14
LBA Wealth Management, LLC	14	14	0.69%	1.06%	1.37%	Q4 2013	Q1 2017	14
Compagnie Lombard Odier SCmA	12	2	0.00%	0.03%	0.17%	Q4 2013	Q2 2017	14
Sound Income Strategies, LLC	10	1	0.00%	0.01%	0.06%	Q4 2017	Q3 2023	14
ATLANTA CAPITAL MANAGEMENT CO L L C	8	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2022	14
AllSquare Wealth Management LLC	14	14	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	14
HALBERT HARGROVE GLOBAL ADVISORS, LLC	12	1	0.00%	0.03%	0.17%	Q1 2014	Q3 2023	14
Apollon Wealth Management, LLC	12	1	0.07%	0.29%	0.55%	Q2 2019	Q3 2023	14
Squarepoint Ops LLC	6	1	0.01%	0.23%	1.35%	Q1 2016	Q3 2022	14
Lehman & Derafelo Financial Resources LLC	12	2	0.01%	0.01%	0.03%	Q4 2018	Q3 2022	14
STOCK YARDS BANK & TRUST CO	13	1	0.02%	0.08%	0.16%	Q2 2013	Q3 2023	14
Zuckerman Investment Group, LLC	14	14	0.15%	0.34%	0.46%	Q2 2020	Q3 2023	14
PRICE T ROWE ASSOCIATES INC /MD/	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
MERIDIAN INVESTMENT COUNSEL INC.	14	14	0.09%	0.10%	0.11%	Q2 2020	Q3 2023	14
Advisors Capital Management, LLC	8	2	0.01%	0.02%	0.05%	Q3 2015	Q3 2023	14
Bollard Group LLC	14	14	0.09%	0.11%	0.12%	Q2 2020	Q3 2023	14
Advisory Resource Group	8	6	0.27%	0.92%	1.18%	Q3 2019	Q3 2023	14
FIDUCIARY TRUST INTERNATIONAL LLC	14	14	0.07%	0.21%	0.38%	Q4 2013	Q1 2017	14
Clarkston Capital Partners, LLC	14	14	0.02%	0.02%	0.03%	Q2 2020	Q3 2023	14
Capital Investment Counsel, Inc	11	1	0.02%	0.05%	0.07%	Q1 2019	Q3 2023	14
BRAVE ASSET MANAGEMENT INC	12	1	0.03%	0.04%	0.04%	Q4 2013	Q4 2017	14
55I, LLC	14	14	0.04%	0.31%	1.04%	Q2 2019	Q3 2022	14
S.E.E.D. Planning Group LLC	14	14	0.20%	0.29%	0.42%	Q2 2020	Q3 2023	14
ACIMA PRIVATE WEALTH, LLC	14	14	0.29%	0.57%	0.85%	Q4 2018	Q1 2022	14
Qube Research & Technologies Ltd	9	2	0.00%	0.36%	3.23%	Q4 2019	Q3 2023	14
United Asset Strategies, Inc.	14	14	0.04%	0.15%	0.27%	Q3 2017	Q4 2020	14
XPONANCE, INC.	14	14	0.07%	0.12%	0.21%	Q2 2020	Q3 2023	14
Twin Tree Management, LP	6	5	0.01%	0.16%	0.43%	Q4 2019	Q3 2022	14
ELEMENT POINTE ADVISORS, LLC	14	14	0.11%	0.43%	0.64%	Q2 2020	Q3 2023	14
Monument Capital Management	14	14	0.08%	0.37%	1.19%	Q2 2020	Q3 2023	14
SIMPLEX TRADING, LLC	4	1	0.00%	0.01%	0.02%	Q1 2016	Q3 2023	14
Proficio Capital Partners LLC	14	14	0.04%	0.05%	0.08%	Q1 2016	Q2 2019	14
THOMAS WHITE INTERNATIONAL LTD	14	14	0.24%	0.31%	0.40%	Q1 2020	Q2 2023	14
Wagner Wealth Management, LLC	12	2	0.00%	0.08%	0.23%	Q2 2018	Q3 2023	14
TRAIN BABCOCK ADVISORS LLC	7	1	0.06%	0.09%	0.11%	Q2 2014	Q4 2017	13
Timber Hill LLC	5	1	0.00%	0.42%	1.53%	Q2 2014	Q1 2020	13
Steinberg Global Asset Management	13	13	0.05%	0.07%	0.10%	Q1 2016	Q1 2019	13
Avior Wealth Management, LLC	9	4	0.00%	0.02%	0.04%	Q4 2017	Q3 2023	13
ROSENBLUM SILVERMAN SUTTON S F INC /CA	13	13	0.10%	0.13%	0.17%	Q3 2020	Q3 2023	13
PRIVATE TRUST CO NA	7	6	0.05%	0.17%	0.34%	Q1 2013	Q3 2023	13
Vectors Research Management, LLC	7	6	0.00%	0.00%	0.01%	Q3 2018	Q4 2021	13
Checchi Capital Advisers, LLC	7	1	0.03%	0.05%	0.14%	Q4 2015	Q2 2023	13
Zions Bancorporation	13	13	1.03%	4.25%	5.67%	Q1 2015	Q1 2018	13
Stegner Investment Associates Inc.	13	13	0.94%	1.74%	3.01%	Q3 2020	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.13%	0.20%	0.40%	Q3 2020	Q3 2023	13
Venture Visionary Partners LLC	12	1	0.07%	0.59%	0.86%	Q4 2019	Q3 2023	13
FIRSTMERIT BANK N A TRUSTEE	13	13	1.41%	1.84%	2.07%	Q2 2013	Q2 2016	13
Parasol Investment Management, LLC	13	13	1.92%	5.56%	7.57%	Q4 2013	Q4 2016	13
ORSER CAPITAL MANAGEMENT, LLC	13	13	0.70%	1.01%	1.60%	Q3 2020	Q3 2023	13
Darwin Wealth Management, LLC	12	1	0.06%	0.26%	0.56%	Q1 2020	Q3 2023	13
Independence Wealth Advisors, Inc.	13	13	5.47%	8.66%	17.13%	Q4 2017	Q4 2020	13
IFG Advisors, LLC	13	13	0.14%	0.25%	0.48%	Q3 2020	Q3 2023	13
FIRST AMERICAN TRUST, FSB	8	1	0.03%	0.05%	0.12%	Q4 2019	Q3 2023	13
BAILARD, INC.	13	13	0.02%	0.03%	0.03%	Q3 2020	Q3 2023	13
Walkner Condon Financial Advisors LLC	13	13	0.11%	0.17%	0.34%	Q3 2020	Q3 2023	13
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	10	3	0.00%	0.00%	0.00%	Q3 2016	Q4 2019	13
STRATEGY ASSET MANAGERS LLC	6	1	0.05%	0.07%	0.09%	Q4 2019	Q3 2023	13
TRANSCEND CAPITAL ADVISORS, LLC	11	1	0.16%	0.22%	0.67%	Q1 2020	Q3 2023	13
Kelman-Lazarov, Inc.	11	2	0.05%	0.13%	0.18%	Q1 2016	Q3 2023	13
Virtu KCG Holdings LLC	11	2	0.01%	0.02%	0.05%	Q1 2014	Q2 2017	13
Silicon Valley Capital Partners	13	13	0.15%	0.18%	0.32%	Q3 2020	Q3 2023	13
Centerpoint Advisors, LLC	8	2	0.01%	0.02%	0.04%	Q4 2017	Q1 2023	13
PACES FERRY WEALTH ADVISORS, LLC	13	13	1.80%	2.13%	2.59%	Q3 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.18%	0.33%	0.52%	Q2 2013	Q2 2016	13
ARGUS INVESTORS' COUNSEL, INC.	13	13	0.15%	0.49%	0.61%	Q3 2020	Q3 2023	13
CYPRESS CAPITAL MANAGEMENT LLC	9	1	0.03%	0.04%	0.05%	Q3 2018	Q2 2022	13
Kestra Advisory Services, LLC	13	13	0.30%	0.39%	0.55%	Q3 2020	Q3 2023	13
JAG CAPITAL MANAGEMENT, LLC	5	1	0.04%	0.20%	0.88%	Q3 2013	Q4 2022	13
HMS Capital Management, LLC	10	3	0.36%	0.74%	1.83%	Q1 2018	Q3 2023	13
OLD DOMINION CAPITAL MANAGEMENT INC	13	13	0.10%	0.12%	0.13%	Q3 2018	Q3 2021	13
Newbridge Financial Services Group, Inc.	13	13	0.40%	0.53%	0.73%	Q3 2020	Q3 2023	13
Baron Financial Group, LLC	13	13	1.74%	2.19%	3.49%	Q3 2020	Q3 2023	13
Founders Financial Alliance, LLC	13	13	1.14%	1.42%	1.61%	Q3 2020	Q3 2023	13
RB Capital Management, LLC	13	13	0.08%	0.10%	0.15%	Q3 2020	Q3 2023	13
Investors Capital Advisory Services	13	13	0.04%	0.09%	0.18%	Q2 2013	Q2 2016	13
Strategic Blueprint, LLC	10	3	0.03%	0.08%	0.20%	Q1 2019	Q3 2023	13
KCS Wealth Advisory	12	1	0.07%	0.16%	0.22%	Q2 2019	Q2 2023	13
YHB Investment Advisors, Inc.	13	13	0.04%	0.05%	0.07%	Q3 2020	Q3 2023	13
GFS Advisors, LLC	13	13	0.05%	0.13%	0.34%	Q2 2013	Q2 2016	13
DAGCO, INC.	13	13	0.24%	0.40%	0.50%	Q3 2020	Q3 2023	13
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	7	6	0.01%	0.01%	0.03%	Q2 2013	Q4 2018	13
Weyland Capital Management, LLC	13	13	56.18%	61.86%	73.28%	Q2 2013	Q2 2016	13
OmniStar Financial Group, Inc.	13	13	0.18%	0.34%	0.49%	Q4 2017	Q4 2020	13
Ackerman Capital Advisors, LLC	9	2	0.15%	0.22%	0.31%	Q3 2019	Q3 2023	13
PHH Investments, Ltd.	13	13	6.66%	12.07%	26.19%	Q4 2016	Q4 2019	13
Avestar Capital, LLC	11	2	0.08%	0.44%	0.92%	Q4 2017	Q4 2021	13
Stratos Wealth Advisors, LLC	12	1	0.06%	0.10%	0.13%	Q1 2020	Q3 2023	13
Fairhaven Wealth Management, LLC	11	2	0.59%	0.84%	1.04%	Q2 2020	Q3 2023	13
ALBION FINANCIAL GROUP /UT	10	1	0.00%	0.01%	0.03%	Q1 2019	Q3 2023	13
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	13	0.09%	0.22%	0.47%	Q3 2020	Q3 2023	13
J.Safra Asset Management Corp	8	2	0.14%	1.76%	9.12%	Q3 2016	Q3 2023	13
Allred Capital Management, LLC	13	13	0.37%	0.54%	0.77%	Q4 2018	Q4 2021	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.58%	1.14%	1.50%	Q4 2018	Q4 2021	13
Oxler Private Wealth LLC	12	12	0.19%	0.26%	0.73%	Q4 2020	Q3 2023	13
MACKAY SHIELDS LLC	13	13	0.10%	0.14%	0.17%	Q1 2018	Q1 2021	13
Gemmer Asset Management LLC	11	2	0.00%	0.06%	0.08%	Q1 2014	Q3 2023	13
OUTFITTER ADVISORS, LTD.	11	2	0.08%	0.09%	0.14%	Q1 2015	Q2 2018	13
BARING ASSET MANAGEMENT Ltd	13	13	1.07%	3.88%	5.89%	Q3 2014	Q3 2017	13
St. Johns Investment Management Company, LLC	13	13	0.00%	0.08%	0.13%	Q1 2014	Q1 2017	13
Mission Creek Capital Partners, Inc.	13	13	0.08%	0.15%	0.22%	Q1 2020	Q1 2023	13
Soltis Investment Advisors LLC	13	13	0.05%	0.14%	0.22%	Q3 2020	Q3 2023	13
BEESE FULMER INVESTMENT MANAGEMENT, INC.	12	1	0.03%	0.05%	0.06%	Q2 2020	Q3 2023	13
MIRSKY FINANCIAL MANAGEMENT CORP.	13	13	0.22%	0.25%	0.29%	Q4 2018	Q4 2021	13
Ironwood Financial, llc	13	13	0.33%	0.41%	0.62%	Q3 2020	Q3 2023	13
Lenox Wealth Management, Inc.	13	13	0.01%	0.02%	0.03%	Q2 2017	Q2 2020	13
ROMAN BUTLER FULLERTON & CO	8	2	0.12%	0.87%	2.62%	Q4 2018	Q3 2023	13
Greenhouse Wealth Management, LLC	12	12	0.54%	0.60%	0.68%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	4.64%	6.52%	9.56%	Q4 2019	Q3 2023	12
Legacy Wealth Planning, LLC	12	12	2.95%	3.20%	3.59%	Q4 2019	Q3 2022	12
Frank, Rimerman Advisors LLC	12	12	0.50%	0.67%	0.86%	Q4 2020	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Westside Investment Management, Inc.	6	1	0.00%	0.03%	0.06%	Q1 2017	Q4 2020	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	1.75%	2.27%	2.81%	Q4 2020	Q3 2023	12
PEAK FINANCIAL ADVISORS LLC	12	12	0.21%	0.29%	0.35%	Q4 2020	Q3 2023	12
LAKE STREET PRIVATE WEALTH, LLC	12	12	0.11%	0.15%	0.21%	Q4 2020	Q3 2023	12
Wealth Management Partners, LLC	12	12	0.25%	0.32%	0.40%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.25%	0.34%	0.49%	Q4 2020	Q3 2023	12
CVA Family Office, LLC	9	3	0.01%	0.02%	0.03%	Q1 2020	Q2 2023	12
Hoxton Financial, Inc.	12	12	0.04%	0.07%	0.13%	Q2 2013	Q1 2016	12
McCarthy Asset Management, Inc.	12	12	1.94%	2.51%	2.95%	Q4 2020	Q3 2023	12
Investment Research & Advisory Group, Inc.	8	4	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.01%	0.01%	0.05%	Q4 2020	Q3 2023	12
PALLADIEM, LLC	12	12	0.40%	0.64%	0.75%	Q4 2020	Q3 2023	12
Aaron Wealth Advisors LLC	12	12	0.25%	1.08%	1.64%	Q4 2020	Q3 2023	12
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	0.10%	0.12%	0.14%	Q4 2020	Q3 2023	12
CONNABLE OFFICE INC	5	3	0.04%	0.11%	0.40%	Q2 2013	Q4 2021	12
Newton One Investments LLC	12	12	0.12%	0.15%	0.20%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	0.37%	1.30%	1.98%	Q4 2020	Q3 2023	12
Renasant Bank	12	12	0.96%	2.03%	2.94%	Q4 2020	Q3 2023	12
TRUST DEPARTMENT MB FINANCIAL BANK N A	12	12	0.01%	0.03%	0.21%	Q2 2013	Q1 2016	12
Sightline Wealth Advisors, LLC	12	12	0.40%	0.46%	0.55%	Q4 2020	Q3 2023	12
Waterfront Wealth Inc.	12	12	0.27%	0.34%	0.51%	Q4 2020	Q3 2023	12
Altus Wealth Group LLC	12	12	7.69%	8.69%	9.87%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	0.24%	0.35%	0.48%	Q4 2020	Q3 2023	12
Alcosta Capital Management, Inc.	12	12	0.04%	0.43%	2.72%	Q4 2020	Q3 2023	12
HENGEHOLD CAPITAL MANAGEMENT LLC	8	4	0.05%	0.09%	0.19%	Q2 2013	Q4 2021	12
M. Kulyk & Associates, LLC	12	12	0.29%	0.45%	0.89%	Q4 2020	Q3 2023	12
Trexquant Investment LP	10	1	0.01%	0.11%	0.34%	Q3 2019	Q2 2023	12
NewEdge Wealth, LLC	12	12	1.11%	2.30%	6.00%	Q4 2020	Q3 2023	12
GPS Wealth Strategies Group, LLC	9	3	0.10%	0.12%	0.15%	Q3 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.02%	0.08%	0.30%	Q2 2013	Q1 2016	12
Willis Johnson & Associates, Inc.	12	12	0.53%	0.74%	0.93%	Q4 2020	Q3 2023	12
BAKER BOYER NATIONAL BANK	8	1	0.25%	0.62%	1.54%	Q3 2017	Q3 2023	12
Joseph P. Lucia & Associates, LLC	6	2	0.02%	0.04%	0.05%	Q1 2019	Q2 2022	12
Mayflower Financial Advisors, LLC	12	12	0.03%	0.09%	0.13%	Q4 2020	Q3 2023	12
MTM Investment Management, LLC	12	12	0.34%	0.79%	1.67%	Q4 2020	Q3 2023	12
BECKER CAPITAL MANAGEMENT INC	9	3	0.01%	0.03%	0.07%	Q2 2014	Q3 2023	12
OGOREK ANTHONY JOSEPH /NY/ /ADV	10	2	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	12
Alliance Wealth Advisors, LLC	12	12	0.25%	0.29%	0.35%	Q4 2020	Q3 2023	12
CHEMUNG CANAL TRUST CO	9	1	0.05%	0.14%	0.37%	Q2 2018	Q4 2023	12
SOA Wealth Advisors, LLC.	12	12	1.56%	1.78%	2.06%	Q4 2020	Q3 2023	12
Signature Wealth Management Partners, LLC	12	12	0.37%	0.48%	0.65%	Q4 2020	Q3 2023	12
ATWOOD & PALMER INC	12	12	0.01%	0.03%	0.10%	Q4 2020	Q3 2023	12
Navis Wealth Advisors, LLC	12	12	0.38%	0.52%	0.77%	Q4 2020	Q3 2023	12
Wharton Business Group, LLC	8	4	0.04%	0.15%	0.22%	Q3 2020	Q3 2023	12
Walleye Trading LLC	4	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.30%	0.45%	0.71%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.13%	0.19%	0.27%	Q4 2018	Q3 2021	12
Golden State Wealth Management, LLC	9	3	0.06%	0.07%	0.09%	Q1 2019	Q1 2022	12
Round Rock Advisors, LLC	12	12	0.16%	0.49%	0.84%	Q4 2020	Q3 2023	12
Orion Capital Management LLC	12	12	0.01%	0.08%	0.18%	Q4 2020	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.37%	0.44%	0.54%	Q4 2020	Q3 2023	12
GFG Capital, LLC	10	2	0.13%	0.64%	2.79%	Q4 2019	Q3 2023	12
TruWealth Advisors, LLC	12	12	3.14%	3.96%	5.24%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	5.83%	6.32%	6.64%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.33%	0.57%	0.99%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.38%	0.55%	0.90%	Q4 2020	Q3 2023	12
Iron Horse Wealth Management, LLC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Merit Financial Group, LLC	12	12	0.01%	0.03%	0.06%	Q4 2020	Q3 2023	12
EMERSON INVESTMENT MANAGEMENT, LLC	12	12	1.46%	1.71%	1.93%	Q2 2013	Q1 2016	12
Interchange Capital Partners, LLC	12	12	0.34%	0.54%	0.76%	Q4 2020	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.04%	0.06%	0.22%	Q4 2020	Q3 2023	12
Hemington Wealth Management	12	12	0.32%	0.38%	0.47%	Q4 2020	Q3 2023	12
Benchmark Financial Wealth Advisors, LLC	12	12	0.25%	0.35%	0.56%	Q4 2020	Q3 2023	12
ASHFORD CAPITAL MANAGEMENT INC	12	12	0.04%	0.05%	0.07%	Q4 2020	Q3 2023	12
Spotlight Asset Group, Inc.	8	1	0.26%	0.49%	0.78%	Q4 2019	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.14%	0.22%	0.32%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.38%	0.54%	0.71%	Q4 2020	Q3 2023	12
Columbus Macro, LLC	7	1	0.06%	0.28%	0.66%	Q4 2017	Q3 2023	12
Bordeaux Wealth Advisors LLC	12	12	0.17%	0.30%	0.48%	Q4 2020	Q3 2023	12
Parker Investment Management, LLC	7	2	0.02%	0.05%	0.09%	Q4 2018	Q3 2023	12
DHJJ Financial Advisors, Ltd.	12	12	1.92%	2.21%	2.48%	Q4 2020	Q3 2023	12
Verus Financial Partners, Inc.	12	12	0.08%	0.12%	0.22%	Q4 2020	Q3 2023	12
AAF Wealth Management, LLC	12	12	0.40%	0.50%	0.60%	Q4 2020	Q3 2023	12
Accretive Wealth Partners, LLC	12	12	4.48%	4.91%	5.32%	Q4 2020	Q3 2023	12
Fullen Financial Group	12	12	1.21%	1.69%	2.00%	Q2 2020	Q1 2023	12
Madison Wealth Partners, Inc	12	12	0.14%	0.19%	0.25%	Q4 2020	Q3 2023	12
First National Bank of South Miami	12	12	0.03%	0.04%	0.05%	Q3 2020	Q2 2023	12
Laird Norton Wetherby Trust Company, LLC	12	12	0.07%	0.24%	0.45%	Q4 2020	Q3 2023	12
9258 Wealth Management, LLC	12	12	0.12%	0.14%	0.16%	Q4 2020	Q3 2023	12
Journey Advisory Group, LLC	12	12	0.07%	0.09%	0.12%	Q4 2020	Q3 2023	12
Trilogy Capital Inc.	8	1	0.01%	0.20%	1.75%	Q1 2018	Q3 2023	12
Orin Green Financial, LLC	12	12	0.22%	0.29%	0.36%	Q4 2020	Q3 2023	12
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	6	2	0.02%	0.02%	0.03%	Q2 2020	Q3 2023	12
FWL INVESTMENT MANAGEMENT, LLC	12	12	0.52%	0.60%	0.72%	Q4 2020	Q3 2023	12
BANK OF NOVA SCOTIA	12	12	0.04%	0.12%	0.17%	Q4 2020	Q3 2023	12
Bluesphere Advisors, LLC	12	12	10.86%	14.95%	17.95%	Q4 2020	Q3 2023	12
Advisor OS, LLC	11	1	0.06%	0.36%	1.26%	Q2 2020	Q3 2023	12
Hoese & Co LLP	12	12	1.71%	2.00%	2.49%	Q1 2021	Q4 2023	12
Elk River Wealth Management, LLC	12	12	0.08%	0.10%	0.13%	Q4 2020	Q3 2023	12
DB Wealth Management Group, LLC	12	12	0.04%	0.13%	0.24%	Q4 2020	Q3 2023	12
Harbor Group, Inc.	12	12	0.22%	0.25%	0.32%	Q4 2020	Q3 2023	12
Curran Financial Partners, LLC	12	12	0.21%	0.26%	0.36%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.13%	0.22%	0.44%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.32%	0.77%	1.45%	Q4 2015	Q3 2018	12
Van Hulzen Asset Management, LLC	12	12	0.06%	0.14%	0.22%	Q1 2018	Q4 2020	12
1900 WEALTH MANAGEMENT LLC	12	12	0.09%	0.17%	0.52%	Q4 2020	Q3 2023	12
Brown Financial Advisory	12	12	0.88%	1.16%	1.57%	Q4 2020	Q3 2023	12
PBMares Wealth Management LLC	12	12	0.19%	0.24%	0.39%	Q4 2020	Q3 2023	12
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	12	12	0.02%	0.03%	0.06%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.08%	0.11%	0.22%	Q4 2020	Q3 2023	12
CWA Asset Management Group, LLC	8	2	0.02%	0.07%	0.17%	Q2 2018	Q3 2023	12
WNY Asset Management, LLC	12	12	0.13%	0.61%	4.57%	Q4 2020	Q3 2023	12
Alta Wealth Advisors LLC	12	12	2.26%	2.71%	3.27%	Q4 2020	Q3 2023	12
PATTON ALBERTSON MILLER GROUP, LLC	7	4	0.04%	0.06%	0.09%	Q4 2020	Q3 2023	11
Your Advocates Ltd., LLP	8	3	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	11
Lourd Capital, LLC	6	1	0.02%	0.04%	0.08%	Q1 2015	Q2 2019	11
One Charles Private Wealth Services, LLC	10	1	0.12%	0.15%	0.19%	Q2 2020	Q3 2023	11
Tactical Allocation Group LLC	8	3	0.09%	11.50%	18.99%	Q2 2013	Q2 2016	11
RVW Wealth, LLC	11	11	0.00%	0.10%	0.19%	Q2 2021	Q4 2023	11
Westshore Wealth, LLC	10	1	1.99%	3.38%	5.67%	Q4 2019	Q2 2023	11
SteelPeak Wealth, LLC	11	11	0.03%	0.04%	0.05%	Q2 2020	Q4 2022	11
MATRIX ASSET ADVISORS INC/NY	11	11	0.04%	0.28%	0.57%	Q1 2021	Q3 2023	11
Foundations Investment Advisors, LLC	11	11	0.03%	0.04%	0.07%	Q1 2021	Q3 2023	11
Meristem Family Wealth, LLC	11	11	0.22%	0.25%	0.30%	Q3 2019	Q1 2022	11
Ameritas Investment Company, LLC	11	11	0.49%	1.40%	2.64%	Q1 2019	Q3 2021	11
FIRST MERCHANTS CORP	11	11	0.01%	0.02%	0.03%	Q1 2021	Q3 2023	11
Newbrook Capital Advisors LP	8	1	0.76%	1.87%	4.04%	Q2 2020	Q3 2023	11
B. Riley Financial, Inc.	11	11	0.07%	0.14%	0.28%	Q1 2016	Q3 2018	11
Alerus Investment Advisors Corp	11	11	0.00%	0.00%	0.00%	Q2 2013	Q4 2015	11
4Thought Financial Group Inc.	11	11	0.29%	0.57%	1.12%	Q1 2021	Q3 2023	11
New England Professional Planning Group Inc.	7	1	0.19%	0.65%	1.42%	Q4 2014	Q4 2019	11
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	8	1	0.01%	0.02%	0.07%	Q4 2015	Q4 2020	11
PagnatoKarp Partners LLC	11	11	0.05%	0.13%	0.26%	Q3 2017	Q1 2020	11
Farmers National Bank	9	2	0.04%	0.10%	0.12%	Q2 2016	Q2 2019	11
BENEDICT FINANCIAL ADVISORS INC	11	11	0.18%	0.43%	0.86%	Q1 2021	Q3 2023	11
Paradigm, Strategies in Wealth Management, LLC	11	11	0.20%	0.29%	0.38%	Q1 2021	Q3 2023	11
FULTON BREAKEFIELD BROENNIMAN LLC	11	11	0.02%	0.02%	0.03%	Q3 2020	Q1 2023	11
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	6	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	11
Bridgewater Wealth & Financial Management, LLC	11	11	0.09%	0.11%	0.15%	Q4 2014	Q2 2017	11
ADVISOR PARTNERS LLC	9	2	0.02%	0.03%	0.04%	Q3 2019	Q2 2022	11
TCG Advisory Services, LLC	10	1	0.15%	0.21%	0.25%	Q4 2020	Q3 2023	11
Lionsbridge Wealth Management LLC	7	1	0.15%	0.24%	0.30%	Q4 2019	Q3 2023	11
RiverFront Investment Group, LLC	11	11	0.01%	0.03%	0.10%	Q1 2021	Q3 2023	11
Gitterman Wealth Management, LLC	11	11	0.21%	0.45%	0.60%	Q1 2021	Q3 2023	11
American Money Management, LLC	11	11	0.08%	0.09%	0.10%	Q1 2021	Q3 2023	11
Newport Capital Group, LLC	9	2	4.27%	6.70%	9.23%	Q4 2020	Q3 2023	11
Strategic Wealth Management Group, LLC	11	11	4.59%	5.98%	6.79%	Q4 2018	Q2 2021	11
Providence First Trust Co	11	11	0.16%	1.30%	1.76%	Q1 2021	Q3 2023	11
Renaissance Investment Group LLC	11	11	0.14%	0.19%	0.22%	Q2 2013	Q4 2015	11
Hoover Financial Advisors, Inc.	11	11	0.82%	1.87%	3.09%	Q4 2018	Q2 2021	11
Addison Advisors LLC	10	1	0.47%	0.64%	0.94%	Q4 2020	Q3 2023	11
FEDERATED HERMES, INC.	3	1	0.00%	0.00%	0.01%	Q2 2013	Q4 2022	11
Blue Chip Wealth Management, Inc.	11	11	1.30%	1.47%	1.62%	Q1 2018	Q3 2020	11
Salient Capital Advisors, LLC	11	11	0.00%	0.01%	0.01%	Q4 2014	Q2 2017	11
Financial Enhancement Group LLC	11	11	0.00%	0.03%	0.20%	Q3 2017	Q1 2020	11
Squar Milner Financial Services LLC	11	11	0.32%	0.76%	1.48%	Q4 2017	Q2 2020	11
Cassia Capital Partners, LLC	8	3	0.30%	0.39%	0.47%	Q4 2020	Q3 2023	11
ORRSTOWN FINANCIAL SERVICES INC	11	11	0.03%	0.09%	0.21%	Q3 2013	Q1 2016	11
ATLAS CAPITAL ADVISORS LLC	11	11	0.00%	0.07%	0.12%	Q1 2021	Q3 2023	11
Alamar Capital Management, LLC	11	11	0.23%	0.93%	1.82%	Q1 2021	Q3 2023	11
Cornerstone Wealth Advisors, Inc.	11	11	1.69%	2.03%	2.31%	Q1 2021	Q3 2023	11
Bard Financial Services, Inc.	11	11	0.36%	0.43%	0.48%	Q4 2020	Q2 2023	11
Farmers & Merchants Trust Co of Long Beach	7	4	0.06%	0.08%	0.12%	Q3 2020	Q3 2023	11
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	10	1	0.34%	8.34%	11.96%	Q4 2020	Q3 2023	11
Rollins Financial	8	3	0.10%	0.16%	0.23%	Q4 2020	Q3 2023	11
Piscataqua Savings Bank	11	11	0.26%	0.31%	0.36%	Q1 2021	Q3 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.06%	0.10%	Q2 2013	Q4 2015	11
Spire Wealth Management	11	11	0.37%	0.48%	0.65%	Q1 2021	Q3 2023	11
CURIAN CAPITAL LLC	11	11	2.28%	4.31%	8.31%	Q2 2013	Q4 2015	11
Poehling Capital Management, INC.	11	11	0.11%	0.14%	0.29%	Q1 2021	Q3 2023	11
Kovitz Investment Group Partners, LLC	6	1	0.01%	0.02%	0.02%	Q3 2016	Q3 2021	11
Concord Wealth Partners	7	4	0.00%	0.02%	0.13%	Q4 2020	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.33%	0.38%	0.42%	Q4 2018	Q2 2021	11
Curated Wealth Partners LLC	9	2	0.05%	0.40%	1.26%	Q4 2020	Q3 2023	11
Watchman Group, Inc.	7	4	0.12%	0.23%	0.40%	Q4 2019	Q3 2022	11
HYA Advisors, Inc	11	11	0.13%	0.17%	0.19%	Q4 2019	Q2 2022	11
OARSMAN CAPITAL, INC.	10	1	0.12%	0.16%	0.20%	Q4 2015	Q3 2023	11
Marcum Wealth, LLC	11	11	0.12%	0.25%	0.44%	Q1 2021	Q3 2023	11
Virtu Financial LLC	3	1	0.03%	0.59%	5.39%	Q2 2013	Q4 2019	11
Baugh & Associates, LLC	7	1	0.14%	0.15%	0.16%	Q4 2019	Q3 2023	11
Columbia Asset Management	6	2	0.03%	0.04%	0.06%	Q3 2018	Q3 2023	11
VAN STRUM & TOWNE INC.	9	2	0.14%	0.17%	0.20%	Q2 2018	Q1 2021	11
WestHill Financial Advisors, Inc.	9	2	0.29%	0.32%	0.37%	Q4 2020	Q3 2023	11
MONEY CONCEPTS CAPITAL CORP	8	2	0.01%	0.11%	0.49%	Q4 2020	Q3 2023	10
Amundi	10	10	0.00%	0.01%	0.02%	Q2 2021	Q3 2023	10
DOW CHEMICAL CO /DE/	10	10	0.72%	1.39%	2.33%	Q3 2013	Q4 2015	10
Fortis Advisors, LLC	10	10	0.00%	0.03%	0.07%	Q3 2017	Q4 2019	10
BerganKDV Wealth Management, LLC	5	2	0.01%	0.03%	0.07%	Q2 2018	Q2 2023	10
Deane Retirement Strategies, Inc.	10	10	0.65%	1.10%	3.17%	Q4 2014	Q1 2017	10
CITY NATIONAL BANK	10	10	0.01%	0.02%	0.04%	Q2 2013	Q3 2015	10
PROFESSIONAL ADVISORY SERVICES INC	10	10	0.04%	0.06%	0.07%	Q2 2021	Q3 2023	10
Pachira Investments Inc.	6	4	0.16%	1.75%	6.51%	Q4 2020	Q3 2023	10
SVB Investment Services Inc.	10	10	0.50%	0.62%	0.71%	Q4 2019	Q1 2022	10
Fermata Advisors, LLC	9	1	0.32%	1.71%	2.48%	Q1 2021	Q3 2023	10
NORTHWEST INVESTMENT COUNSELORS, LLC	8	1	0.02%	0.07%	0.13%	Q3 2020	Q3 2023	10
BRANDYWINE OAK PRIVATE WEALTH LLC	10	10	0.04%	0.06%	0.06%	Q4 2018	Q1 2021	10
PARSONS CAPITAL MANAGEMENT INC/RI	9	1	0.01%	0.04%	0.05%	Q1 2015	Q3 2023	10
CHEMICAL BANK	10	10	0.04%	0.11%	0.14%	Q1 2017	Q2 2019	10
Armbruster Capital Management, Inc.	10	10	0.00%	0.01%	0.02%	Q4 2015	Q1 2018	10
Willingdon Wealth Management	10	10	0.00%	0.02%	0.04%	Q3 2017	Q4 2019	10
ADVANTAGE INVESTMENT MANAGEMENT, LLC	8	1	0.00%	0.09%	0.46%	Q1 2015	Q2 2019	10
Charles Schwab Trust Co	9	1	0.03%	0.32%	0.44%	Q2 2020	Q3 2023	10
Clear Harbor Asset Management, LLC	9	9	0.03%	0.84%	1.12%	Q3 2021	Q3 2023	10
GAMCO INVESTORS, INC. ET AL	10	10	0.01%	0.03%	0.06%	Q2 2021	Q3 2023	10
Carlton Hofferkamp & Jenks Wealth Management, LLC	7	3	0.09%	0.10%	0.11%	Q3 2020	Q3 2023	10
GREENWOOD CAPITAL ASSOCIATES LLC	9	1	0.05%	0.32%	0.41%	Q2 2013	Q4 2017	10
Higher Moment Capital LP	5	5	2.39%	16.26%	46.20%	Q2 2014	Q3 2018	10
Highwater Wealth Management, LLC	6	4	2.04%	3.49%	4.16%	Q3 2016	Q3 2019	10
Blue Fin Capital, Inc.	10	10	0.08%	0.08%	0.08%	Q2 2021	Q3 2023	10
Accel Wealth Management	10	10	0.02%	0.03%	0.05%	Q4 2020	Q1 2023	10
Angeles Investment Advisors, LLC	10	10	0.04%	0.08%	0.14%	Q3 2019	Q4 2021	10
Rossmore Private Capital	10	10	0.09%	0.11%	0.13%	Q2 2021	Q3 2023	10
GSB Wealth Management, LLC	8	2	0.07%	0.08%	0.09%	Q1 2021	Q3 2023	10
Huber Financial Advisors, LLC	10	10	0.12%	0.18%	0.25%	Q4 2017	Q1 2020	10
PUZO MICHAEL J	10	10	0.18%	0.33%	0.42%	Q2 2013	Q3 2015	10
Diversified, LLC	8	2	0.12%	0.26%	0.57%	Q4 2020	Q3 2023	10
Wescott Financial Advisory Group, LLC	10	10	0.26%	0.41%	0.81%	Q2 2021	Q3 2023	10
Stratos Investment Management, LLC	10	10	0.10%	0.11%	0.12%	Q2 2021	Q3 2023	10
1832 Asset Management L.P.	10	10	0.00%	0.00%	0.01%	Q1 2020	Q2 2022	10
Cornell Pochily Investment Advisors, Inc.	10	10	0.12%	0.15%	0.17%	Q2 2021	Q3 2023	10
TRUEWEALTH LLC	10	10	0.14%	0.21%	0.43%	Q1 2018	Q2 2020	10
JTC Employer Solutions Trustee Ltd	10	10	0.05%	0.08%	0.11%	Q2 2021	Q3 2023	10
Heartwood Wealth Advisors LLC	7	3	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	10
Faithward Advisors, LLC	6	4	0.00%	0.02%	0.04%	Q1 2021	Q3 2023	10
Spectrum Management Group, LLC	9	1	0.00%	0.05%	0.08%	Q4 2013	Q1 2019	10
ARBOR TRUST WEALTH ADVISORS, LLC	9	1	0.18%	0.29%	0.34%	Q4 2019	Q2 2022	10
Old North State Trust, LLC	6	1	0.00%	0.05%	0.19%	Q3 2018	Q1 2023	10
SUMMIT CAPITAL MANAGEMENT LLC	10	10	0.14%	0.17%	0.20%	Q4 2013	Q1 2016	10
Bank of New Hampshire	10	10	0.20%	0.23%	0.26%	Q2 2021	Q3 2023	10
EVERETT HARRIS & CO /CA/	10	10	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	10
FLOW TRADERS U.S. LLC	3	1	0.05%	0.34%	1.15%	Q2 2014	Q1 2022	10
Grant Street Asset Management, Inc.	8	2	0.05%	0.30%	0.57%	Q4 2020	Q3 2023	10
Ten Capital Wealth Advisors, LLC	10	10	0.01%	0.01%	0.02%	Q4 2020	Q1 2023	10
InterOcean Capital, LLC	9	1	0.02%	0.10%	0.12%	Q4 2014	Q2 2018	10
Olympiad Research LP	10	10	0.32%	1.78%	4.53%	Q1 2020	Q2 2022	10
Moisand Fitzgerald Tamayo, LLC	6	1	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	10
InterOcean Capital Group, LLC	10	10	0.02%	0.02%	0.03%	Q2 2021	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.08%	0.10%	0.11%	Q1 2021	Q3 2023	10
Madden Advisory Services, Inc.	7	1	0.02%	0.02%	0.03%	Q2 2013	Q1 2017	10
WEALTHFRONT Corp	7	1	0.00%	0.00%	0.02%	Q4 2014	Q3 2018	10
Clear Perspectives Financial Planning, LLC	10	10	0.43%	0.67%	1.00%	Q4 2020	Q1 2023	10
TANAKA CAPITAL MANAGEMENT INC	10	10	0.05%	0.09%	0.11%	Q2 2021	Q3 2023	10
Blue Barn Wealth, LLC	10	10	0.27%	0.37%	0.48%	Q2 2021	Q3 2023	10
G&S Capital LLC	10	10	0.05%	0.06%	0.13%	Q4 2017	Q1 2020	10
GeoWealth Management, LLC	9	1	0.05%	0.42%	1.42%	Q3 2019	Q3 2023	10
NatWest Group plc	10	10	0.01%	0.02%	0.04%	Q2 2013	Q3 2015	10
D. SCOTT NEAL, INC.	10	10	0.02%	0.03%	0.05%	Q4 2015	Q1 2018	10
Mattern Wealth Management LLC	10	10	0.12%	0.13%	0.14%	Q2 2021	Q3 2023	10
Risk Paradigm Group, LLC	10	10	2.36%	4.45%	7.85%	Q3 2016	Q4 2018	10
Enterprise Trust & Investment Co	10	10	0.01%	0.02%	0.02%	Q1 2020	Q2 2022	10
Ithaka Group	2	1	0.02%	0.28%	1.02%	Q4 2014	Q4 2022	10
CAMBIAR INVESTORS LLC	10	10	0.00%	0.01%	0.01%	Q3 2017	Q4 2019	10
EMFO, LLC	10	10	0.01%	0.10%	0.31%	Q2 2021	Q3 2023	10
Americana Partners, LLC	6	1	0.10%	0.33%	0.85%	Q4 2019	Q3 2023	10
Hayden Royal, LLC	10	10	0.22%	0.39%	1.03%	Q3 2019	Q4 2021	10
GM Advisory Group, LLC	10	10	0.33%	0.49%	0.71%	Q2 2021	Q3 2023	10
Lehman Financial Resources, Inc.	10	10	0.00%	0.00%	0.00%	Q2 2013	Q3 2015	10
WESTFIELD CAPITAL MANAGEMENT CO LP	1	1	0.00%	0.03%	0.09%	Q4 2013	Q4 2022	10
Summit Financial, LLC	10	10	0.08%	0.28%	0.38%	Q2 2021	Q3 2023	10
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	10	10	0.03%	0.05%	0.07%	Q4 2019	Q1 2022	10
JANICZEK WEALTH MANAGEMENT, LLC	10	10	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	10
Stewardship Financial Advisors, LLC	10	10	0.00%	0.02%	0.05%	Q4 2018	Q1 2021	10
SP Asset Management	9	1	0.09%	0.10%	0.12%	Q4 2019	Q3 2022	10
Stelac Advisory Services LLC	10	10	0.03%	0.43%	0.78%	Q4 2019	Q1 2022	10
Constellation Wealth Advisors, LLC	10	10	3.24%	3.92%	5.10%	Q2 2013	Q3 2015	10
Secure Asset Management, LLC	10	10	0.09%	0.28%	0.52%	Q4 2019	Q1 2022	10
TFC Financial Management, Inc.	10	10	0.01%	0.10%	0.17%	Q2 2021	Q3 2023	10
West Branch Capital LLC	10	10	0.04%	0.04%	0.04%	Q2 2021	Q3 2023	10
Silicon Hills Wealth Management, LLC	9	1	0.17%	0.25%	0.29%	Q4 2019	Q2 2022	10
Visionary Asset Management, Inc.	7	1	0.11%	0.17%	0.26%	Q3 2013	Q4 2018	10
ClariVest Asset Management LLC	10	10	0.21%	0.24%	0.26%	Q2 2013	Q3 2015	10
AMI INVESTMENT MANAGEMENT INC	10	10	0.36%	1.05%	1.22%	Q3 2019	Q4 2021	10
Badgley Phelps Wealth Managers, LLC	9	9	0.77%	0.86%	0.90%	Q3 2021	Q3 2023	9
GRIES FINANCIAL LLC	9	9	0.42%	0.52%	0.74%	Q3 2021	Q3 2023	9
ARK Investment Management	4	1	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	9
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	3	1	0.01%	0.01%	0.03%	Q1 2015	Q3 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.34%	0.49%	0.78%	Q2 2013	Q2 2015	9
PDS Planning, Inc	9	9	0.04%	0.04%	0.06%	Q3 2021	Q3 2023	9
BancFirst Trust & Investment Management	9	9	0.22%	0.30%	0.49%	Q4 2021	Q4 2023	9
Destiny Wealth Partners, LLC	9	9	0.03%	0.06%	0.18%	Q4 2020	Q4 2022	9
NVWM, LLC	7	2	0.01%	0.08%	0.12%	Q3 2020	Q3 2023	9
Geneva Advisors, LLC	9	9	0.00%	0.01%	0.02%	Q2 2015	Q2 2017	9
Costello Asset Management, INC	9	9	0.01%	0.01%	0.01%	Q2 2020	Q2 2022	9
Chicago Wealth Management, Inc.	8	1	2.32%	6.04%	7.31%	Q4 2019	Q1 2022	9
Lloyd Advisory Services, LLC.	8	1	0.00%	0.15%	0.98%	Q4 2019	Q1 2022	9
Fulcrum Capital LLC	8	1	0.04%	0.09%	0.13%	Q3 2019	Q4 2021	9
Wealth Alliance	6	1	0.04%	0.39%	1.32%	Q1 2020	Q2 2023	9
JB Capital LLC	9	9	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	9
Belvedere Trading LLC	2	1	0.00%	0.01%	0.08%	Q1 2022	Q3 2023	9
Global Wealth Management Investment Advisory, Inc.	6	1	0.01%	0.02%	0.02%	Q4 2018	Q3 2023	9
Renaissance Technologies	2	1	0.00%	0.00%	0.01%	Q2 2018	Q2 2022	9
NexWave Capital Partners LLC	9	9	0.58%	1.13%	1.97%	Q4 2019	Q4 2021	9
AMERICAN NATIONAL BANK	9	9	0.01%	0.03%	0.08%	Q3 2021	Q3 2023	9
Golden State Equity Partners	6	3	0.24%	0.72%	1.43%	Q4 2020	Q3 2023	9
Paragon Capital Management Ltd	7	1	0.09%	0.14%	0.18%	Q1 2015	Q3 2017	9
Oder Investment Management, LLC	6	1	0.29%	0.45%	0.62%	Q4 2020	Q3 2023	9
SMITH SHELLNUT WILSON LLC /ADV	6	3	0.66%	2.35%	3.71%	Q4 2016	Q1 2019	9
MBL Wealth, LLC	7	2	0.09%	0.29%	0.82%	Q4 2020	Q3 2023	9
IFS Advisors, LLC	6	3	0.02%	0.29%	0.55%	Q1 2021	Q4 2023	9
Integrated Wealth Management	9	9	0.43%	0.48%	0.50%	Q1 2015	Q1 2017	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.17%	0.23%	0.48%	Q4 2019	Q3 2023	9
Cypress Wealth Advisors LLC	9	9	0.26%	0.34%	0.78%	Q2 2015	Q2 2017	9
Lake Point Wealth Management	4	2	0.00%	0.01%	0.10%	Q4 2018	Q1 2022	9
AAFMAA Wealth Management & Trust LLC	6	3	0.16%	0.24%	0.28%	Q4 2020	Q1 2023	9
Opes Advisors Inc	9	9	3.56%	4.18%	5.43%	Q4 2016	Q4 2018	9
AMUNDI ASSET MANAGEMENT US, INC.	9	9	0.00%	0.01%	0.04%	Q1 2019	Q1 2021	9
Continuum Advisory, LLC	9	9	0.05%	0.08%	0.16%	Q3 2021	Q3 2023	9
LexAurum Advisors, LLC	9	9	0.09%	0.12%	0.14%	Q4 2019	Q4 2021	9
Fragasso Group Inc.	6	3	0.02%	0.03%	0.03%	Q4 2020	Q4 2023	9
Carnick & Kubik, LLC	7	1	0.06%	0.51%	0.87%	Q2 2013	Q1 2016	9
Virtus Investment Advisers, Inc.	9	9	0.21%	0.52%	1.86%	Q2 2013	Q2 2015	9
Advisor Resource Council	5	4	0.08%	0.28%	0.70%	Q2 2021	Q3 2023	9
DAVIDSON TRUST CO	4	1	0.15%	0.20%	0.26%	Q4 2019	Q3 2023	9
Ilmarinen Mutual Pension Insurance Co	9	9	0.89%	1.90%	2.79%	Q3 2019	Q3 2021	9
Curi Wealth Management, LLC	8	1	0.01%	0.04%	0.05%	Q4 2020	Q3 2023	9
Verition Fund Management LLC	2	1	0.00%	0.05%	0.19%	Q2 2013	Q2 2021	9
Concorde Asset Management, LLC	9	9	0.28%	0.49%	0.62%	Q4 2017	Q4 2019	9
Capital Group Private Client Services, Inc.	9	9	0.00%	0.01%	0.01%	Q3 2021	Q3 2023	9
Morris Capital Advisors, LLC	6	1	0.21%	0.63%	1.98%	Q4 2015	Q1 2021	9
U.S. Capital Wealth Advisors, LLC	9	9	0.06%	0.08%	0.13%	Q3 2021	Q3 2023	9
CATALYST PRIVATE WEALTH, LLC	8	1	0.14%	0.28%	0.40%	Q3 2020	Q4 2023	9
PFG Private Wealth Management, LLC	9	9	0.06%	0.10%	0.14%	Q3 2021	Q3 2023	9
DIVIDEND ASSETS CAPITAL, LLC	7	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	9
NewFocus Financial Group, LLC	6	3	0.13%	0.16%	0.22%	Q4 2013	Q1 2016	9
Israel Discount Bank of New York	9	9	0.04%	0.04%	0.05%	Q1 2017	Q1 2019	9
BASSETT HARGROVE INVESTMENT COUNSEL, LLC	5	4	0.66%	0.69%	0.73%	Q2 2021	Q3 2023	9
Mandatum Life Insurance Co Ltd	9	9	0.06%	0.12%	0.24%	Q4 2015	Q4 2017	9
SOUTH TEXAS MONEY MANAGEMENT LTD	9	9	0.01%	0.08%	0.17%	Q3 2017	Q3 2019	9
Investors Financial Group, LLC	9	9	0.64%	0.68%	0.74%	Q4 2019	Q4 2021	9
LOWE BROCKENBROUGH & CO INC	9	9	0.19%	0.37%	0.54%	Q3 2021	Q3 2023	9
VAUGHAN DAVID INVESTMENTS LLC/IL	8	1	0.01%	0.01%	0.02%	Q2 2013	Q4 2021	9
Noven Financial Group, Inc.	5	4	1.13%	2.38%	11.57%	Q2 2017	Q1 2020	9
FLAGSTAR ADVISORS INC	9	9	1.18%	1.50%	1.95%	Q3 2021	Q3 2023	9
Black Swift Group, LLC	4	1	0.00%	6.45%	12.83%	Q1 2019	Q3 2023	9
American Research & Management Co.	9	9	0.01%	0.01%	0.01%	Q2 2013	Q2 2015	9
AFFINITY WEALTH MANAGEMENT LLC	9	9	0.06%	0.07%	0.08%	Q4 2020	Q4 2022	9
PRIO WEALTH LIMITED PARTNERSHIP	6	3	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	9
Cadence Bank	5	4	0.03%	0.19%	0.32%	Q2 2021	Q3 2023	9
CGN Advisors LLC	6	1	0.06%	0.15%	0.28%	Q4 2020	Q4 2023	9
Lumature Wealth Partners, LLC	9	9	0.00%	0.01%	0.02%	Q4 2020	Q4 2022	9
Objective Capital Management, LLC	8	8	1.33%	1.50%	2.13%	Q4 2021	Q3 2023	8
Sterling Investment Counsel, LLC	8	8	0.79%	0.96%	1.16%	Q4 2021	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	1.05%	2.62%	4.33%	Q4 2021	Q3 2023	8
Investmark Advisory Group LLC	8	8	1.06%	1.15%	1.32%	Q4 2021	Q3 2023	8
Asset Management Resources, LLC	8	8	0.22%	0.30%	0.45%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	0.28%	0.31%	0.34%	Q4 2021	Q3 2023	8
Morton Capital Management LLC/CA	8	8	0.29%	0.46%	0.77%	Q4 2021	Q3 2023	8
Atria Wealth Solutions, Inc.	7	7	0.02%	0.19%	0.26%	Q1 2022	Q3 2023	8
Fortitude Advisory Group L.L.C.	8	8	0.15%	0.22%	0.30%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	2.18%	2.48%	2.84%	Q4 2021	Q3 2023	8
OLYMPUS WEALTH MANAGEMENT, LLC	8	8	0.21%	0.97%	1.67%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	4.06%	4.67%	5.58%	Q4 2021	Q3 2023	8
CJM Wealth Advisers, Ltd.	8	8	1.74%	3.42%	7.17%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.79%	1.30%	2.04%	Q4 2021	Q3 2023	8
MidWestOne Financial Group, Inc.	8	8	0.06%	0.07%	0.10%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	0.18%	0.24%	0.27%	Q4 2021	Q3 2023	8
Rockwood Wealth Management, LLC	8	8	0.07%	0.15%	0.30%	Q4 2021	Q3 2023	8
Bensler, LLC	8	8	0.22%	0.27%	0.40%	Q4 2021	Q3 2023	8
Community Financial Services Group, LLC	7	1	0.56%	1.71%	2.65%	Q2 2020	Q3 2023	8
BENJAMIN EDWARDS INC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Regent Investment Management LLC	2	1	0.20%	0.52%	0.86%	Q4 2013	Q3 2020	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.02%	0.03%	0.06%	Q4 2021	Q3 2023	8
Advocacy Wealth Management Services, LLC	7	1	0.04%	0.92%	2.11%	Q2 2017	Q1 2021	8
Bank OZK	4	4	0.07%	0.12%	0.18%	Q4 2016	Q2 2023	8
Geller Advisors LLC	6	2	0.05%	0.20%	0.48%	Q1 2018	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Azimuth Capital Management LLC	7	1	0.01%	0.01%	0.04%	Q3 2014	Q1 2022	8
Crosspoint Capital Strategies, LLC	5	3	0.00%	0.15%	0.66%	Q4 2013	Q1 2016	8
AlphaMark Advisors, LLC	6	1	0.00%	0.02%	0.03%	Q2 2017	Q1 2022	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.79%	2.23%	3.52%	Q4 2013	Q3 2015	8
MARK SHEPTOFF FINANCIAL PLANNING, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Neumann Capital Management, LLC	8	8	0.10%	0.12%	0.15%	Q4 2021	Q3 2023	8
ARBOR CAPITAL MANAGEMENT INC /ADV	8	8	0.24%	0.31%	0.42%	Q4 2021	Q3 2023	8
QUANTUM CAPITAL MANAGEMENT	8	8	0.03%	0.04%	0.05%	Q4 2013	Q3 2015	8
INSPIRION WEALTH ADVISORS, LLC	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
HRT FINANCIAL LP	2	1	0.02%	0.41%	1.48%	Q2 2015	Q3 2022	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.04%	0.09%	0.11%	Q2 2013	Q1 2015	8
Bank of Kentucky, Inc.	8	8	0.02%	0.02%	0.02%	Q2 2013	Q1 2015	8
BLUESTEIN R H & CO LLC	8	8	0.01%	0.01%	0.02%	Q4 2020	Q3 2022	8
FOSTER & MOTLEY INC	4	1	0.02%	0.02%	0.03%	Q2 2020	Q3 2023	8
PATTEN & PATTEN INC/TN	8	8	0.01%	0.03%	0.04%	Q4 2021	Q3 2023	8
WealthTrust Fairport, LLC	5	1	0.01%	0.02%	0.05%	Q2 2013	Q1 2019	8
Guidant Wealth Advisors	4	4	0.58%	0.62%	0.66%	Q3 2016	Q3 2019	8
FIRST COMMUNITY TRUST NA	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
RENAISSANCE GROUP LLC	2	1	0.02%	0.17%	0.46%	Q4 2013	Q4 2019	8
Independent Advisor Alliance	3	1	0.01%	0.15%	0.80%	Q1 2017	Q3 2023	8
RITHOLTZ WEALTH MANAGEMENT	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	6	2	0.00%	0.01%	0.02%	Q3 2018	Q4 2022	8
Heritage Trust Co	8	8	0.00%	0.00%	0.01%	Q1 2017	Q4 2018	8
TORONTO DOMINION BANK	5	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.00%	0.01%	0.01%	Q2 2013	Q1 2015	8
EverSource Wealth Advisors, LLC	8	8	0.08%	0.11%	0.15%	Q4 2021	Q3 2023	8
PACIFIC SUN FINANCIAL CORP	5	1	0.14%	0.16%	0.20%	Q2 2020	Q2 2023	8
MARIETTA INVESTMENT PARTNERS LLC	4	1	0.05%	0.06%	0.08%	Q4 2013	Q3 2023	8
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	8	8	0.06%	0.13%	0.24%	Q4 2019	Q3 2021	8
RESOURCE CONSULTING GROUP INC	8	8	0.08%	0.12%	0.20%	Q4 2021	Q3 2023	8
Nova R Wealth, Inc.	8	8	0.66%	2.27%	6.63%	Q4 2021	Q3 2023	8
Perella Weinberg Partners Capital Management LP	3	2	0.06%	1.24%	4.37%	Q2 2013	Q1 2018	8
Triumph Capital Management	5	3	0.10%	0.11%	0.13%	Q2 2021	Q3 2023	8
Financial Services Advisory Inc	4	4	6.98%	12.74%	18.78%	Q4 2017	Q4 2019	8
Elmwood Wealth Management, Inc.	7	1	0.01%	0.01%	0.02%	Q1 2018	Q1 2020	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.95%	1.10%	1.35%	Q2 2013	Q1 2015	8
Heritage Financial Services, LLC	8	8	0.19%	0.39%	0.79%	Q4 2021	Q3 2023	8
KilterHowling LLC	8	8	0.47%	0.51%	0.58%	Q4 2021	Q3 2023	8
Baldrige Asset Management LLC	8	8	0.03%	0.03%	0.03%	Q2 2021	Q1 2023	8
MMBG INVESTMENT ADVISORS CO.	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
Paradigm Financial Partners, LLC	8	8	0.11%	0.12%	0.13%	Q2 2020	Q1 2022	8
Zhang Financial LLC	8	8	0.04%	0.08%	0.12%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.46%	0.55%	0.67%	Q4 2021	Q3 2023	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.70%	0.91%	1.27%	Q4 2018	Q3 2020	8
RE Dickinson Investment Advisors, LLC	8	8	0.01%	0.03%	0.05%	Q4 2021	Q3 2023	8
WJ Wealth Management, LLC	8	8	0.14%	0.48%	0.90%	Q2 2020	Q1 2022	8
Minot Wealth Management LLC	8	8	0.12%	0.15%	0.24%	Q3 2020	Q2 2022	8
Portfolio Strategies Inc	5	1	0.13%	2.66%	8.33%	Q4 2013	Q4 2017	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.01%	0.02%	0.03%	Q2 2019	Q2 2023	8
Quantbot Technologies LP	4	1	0.01%	0.06%	0.17%	Q3 2019	Q1 2022	8
Citizens National Bank Trust Department	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Revolve Wealth Partners, LLC	8	8	0.46%	0.57%	0.77%	Q4 2021	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	4.74%	5.39%	5.77%	Q4 2021	Q3 2023	8
Praetorian Wealth Management, Inc.	6	2	0.10%	0.11%	0.12%	Q2 2020	Q4 2022	8
RUSSELL FRANK CO/	8	8	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	8
Wealthstream Advisors, Inc.	8	8	1.26%	1.75%	2.46%	Q4 2021	Q3 2023	8
MAR VISTA INVESTMENT PARTNERS LLC	6	2	0.02%	0.05%	0.06%	Q2 2014	Q2 2016	8
Taylor & Morgan Wealth Management, LLC	8	8	0.34%	0.37%	0.41%	Q4 2021	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.05%	0.07%	0.12%	Q4 2020	Q3 2022	8
Thrive Capital Management, LLC	8	8	0.86%	0.97%	1.16%	Q4 2021	Q3 2023	8
Sovereign Financial Group, Inc.	8	8	0.16%	0.19%	0.22%	Q4 2021	Q3 2023	8
Thrive Wealth Management, LLC	8	8	0.14%	0.36%	0.56%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.10%	0.25%	0.42%	Q4 2020	Q3 2022	8
Keystone Wealth Services, LLC	8	8	0.17%	0.22%	0.25%	Q4 2021	Q3 2023	8
Dentgroup LLC	8	8	0.61%	2.22%	3.56%	Q1 2022	Q4 2023	8
C2C Wealth Management, LLC	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
Epic Trust Investment Advisors, LLC	8	8	2.13%	2.66%	3.68%	Q4 2021	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	2.35%	3.83%	4.58%	Q4 2021	Q3 2023	8
Activest Wealth Management	6	1	0.14%	0.26%	0.31%	Q1 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	1.37%	1.53%	1.74%	Q4 2021	Q3 2023	8
Bromfield Sneider Wealth Advisors	8	8	0.04%	0.24%	0.49%	Q1 2022	Q4 2023	8
NorthCrest Asset Manangement, LLC	8	8	0.04%	0.04%	0.06%	Q4 2021	Q3 2023	8
Helen Stephens Group, LLC	8	8	0.22%	0.38%	0.45%	Q4 2021	Q3 2023	8
Cornerstone Advisors, Inc.	4	2	0.00%	0.10%	0.39%	Q4 2013	Q2 2017	8
Wayfinding Financial, LLC	8	8	0.23%	0.28%	0.38%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	4.75%	5.50%	6.45%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.11%	0.19%	0.27%	Q4 2021	Q3 2023	8
Amplius Wealth Advisors, LLC	8	8	0.49%	0.60%	0.76%	Q4 2021	Q3 2023	8
Sonora Investment Management, LLC	4	4	0.01%	0.01%	0.02%	Q3 2015	Q2 2020	8
Ameritas Advisory Services, LLC	8	8	0.53%	0.76%	1.64%	Q4 2021	Q3 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.01%	0.03%	0.04%	Q4 2021	Q3 2023	8
INTEGRAL INVESTMENT ADVISORS, INC.	8	8	0.19%	0.25%	0.52%	Q4 2021	Q3 2023	8
TAGStone Capital, Inc.	8	8	0.46%	0.54%	0.66%	Q4 2021	Q3 2023	8
Henrickson Nauta Wealth Advisors, Inc.	8	8	0.32%	0.39%	0.48%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.05%	0.06%	0.09%	Q4 2021	Q3 2023	8
Kolinsky Wealth Management, LLC	8	8	0.25%	0.27%	0.29%	Q4 2021	Q3 2023	8
Wick Capital Partners, LLC	8	8	0.53%	0.98%	2.21%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.04%	0.17%	0.81%	Q4 2021	Q3 2023	8
EUDAIMONIA ADVISORS LLC	8	8	0.60%	0.68%	0.77%	Q4 2021	Q3 2023	8
Morling Financial Advisors, LLC	8	8	0.09%	0.10%	0.12%	Q4 2021	Q3 2023	8
Waypoint Capital Advisors, LLC	8	8	0.72%	1.20%	2.38%	Q4 2021	Q3 2023	8
Wealth Management Solutions, LLC	8	8	0.22%	0.32%	0.46%	Q4 2021	Q3 2023	8
Widmann Financial Services, Inc.	8	8	3.02%	3.41%	3.89%	Q4 2021	Q3 2023	8
PACK Private Wealth, LLC	8	8	0.33%	0.37%	0.43%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	4.76%	5.45%	6.15%	Q4 2021	Q3 2023	8
TCWP LLC	8	8	0.75%	1.37%	4.43%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	0.79%	1.13%	2.21%	Q4 2021	Q3 2023	8
BLODGETT WEALTH ADVISORS, LLC	8	8	15.60%	16.04%	16.78%	Q4 2021	Q3 2023	8
Von Berge Wealth Management Group, LLC	8	8	0.40%	0.44%	0.50%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	4.53%	5.27%	6.96%	Q4 2021	Q3 2023	8
AIRE ADVISORS, LLC	8	8	0.10%	0.15%	0.28%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.07%	0.14%	0.20%	Q4 2021	Q3 2023	8
Stone Point Wealth LLC	8	8	0.16%	0.23%	0.43%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.18%	0.26%	0.33%	Q4 2021	Q3 2023	8
BARNES PETTEY FINANCIAL ADVISORS, LLC	8	8	0.52%	0.65%	0.83%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.05%	0.06%	0.06%	Q4 2021	Q3 2023	8
SFG Wealth Management, LLC.	8	8	0.71%	1.07%	1.34%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.08%	0.22%	0.46%	Q4 2021	Q3 2023	8
Insight Inv LLC	8	8	0.08%	0.09%	0.12%	Q4 2021	Q3 2023	8
New Millennium Group LLC	8	8	0.30%	0.34%	0.37%	Q4 2021	Q3 2023	8
DENVER WEALTH MANAGEMENT, INC.	6	1	3.52%	6.66%	19.97%	Q1 2021	Q3 2023	8
Lauterbach Financial Advisors, LLC	8	8	0.32%	0.36%	0.45%	Q4 2021	Q3 2023	8
Morton Brown Family Wealth, LLC	8	8	0.09%	0.11%	0.16%	Q4 2021	Q3 2023	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.57%	1.02%	1.67%	Q4 2021	Q3 2023	8
DIXON FNANCIAL SERVICES, INC.	8	8	3.12%	3.70%	4.60%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.15%	0.17%	0.21%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.48%	0.59%	0.72%	Q4 2021	Q3 2023	8
GUERRA PAN ADVISORS, LLC	8	8	0.36%	0.37%	0.38%	Q4 2021	Q3 2023	8
Confluence Wealth Services, Inc.	8	8	0.34%	1.98%	3.36%	Q4 2021	Q3 2023	8
Vision Capital Management, Inc.	6	2	0.03%	0.05%	0.09%	Q1 2015	Q2 2023	8
City State Bank	8	8	0.07%	0.15%	0.23%	Q4 2021	Q3 2023	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	6.14%	7.09%	9.25%	Q4 2021	Q3 2023	8
G2 CAPITAL MANAGEMENT, LLC / OH	8	8	0.50%	0.69%	0.78%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.15%	0.19%	0.23%	Q4 2021	Q3 2023	8
Spinnaker Investment Group, LLC	8	8	0.12%	0.14%	0.17%	Q4 2021	Q3 2023	8
HFG Advisors, Inc.	8	8	0.56%	0.71%	0.88%	Q4 2021	Q3 2023	8
PURSUE WEALTH PARTNERS LLC	8	8	0.21%	0.39%	0.54%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.19%	0.21%	0.27%	Q4 2021	Q3 2023	8
Byrne Asset Management LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Autumn Glory Partners, LLC	8	8	0.65%	0.91%	1.19%	Q4 2021	Q3 2023	8
Vantage Financial Partners, LLC	8	8	0.15%	0.91%	4.57%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.12%	0.17%	0.25%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.34%	0.38%	0.48%	Q4 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.93%	1.05%	1.18%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.03%	0.03%	0.03%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	7.16%	8.45%	9.48%	Q4 2021	Q3 2023	8
High Net Worth Advisory Group LLC	5	3	0.07%	0.10%	0.24%	Q4 2021	Q4 2023	8
LOWERY THOMAS, LLC	8	8	3.00%	3.53%	3.80%	Q4 2021	Q3 2023	8
Strengthening Families & Communities, LLC	8	8	0.00%	0.09%	0.18%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.38%	0.44%	0.53%	Q4 2021	Q3 2023	8
MAYPORT, LLC	8	8	1.36%	1.61%	2.12%	Q4 2021	Q3 2023	8
TCF National Bank	7	7	0.14%	0.22%	0.27%	Q3 2019	Q1 2021	7
Cobble Hill Financial Services, INC	7	7	2.80%	4.72%	5.68%	Q1 2013	Q3 2014	7
MANCHESTER FINANCIAL INC	6	1	0.01%	0.01%	0.02%	Q2 2019	Q1 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.56%	1.34%	1.99%	Q2 2013	Q4 2014	7
Jump Financial, LLC	4	1	0.16%	0.38%	0.74%	Q4 2020	Q3 2023	7
KLS Professional Advisors Group, LLC	7	7	0.02%	0.04%	0.06%	Q4 2017	Q2 2019	7
Patriot Wealth Management, Inc.	7	7	0.17%	0.18%	0.20%	Q2 2017	Q4 2018	7
Financial Gravity Asset Management, Inc.	3	1	0.00%	0.02%	0.06%	Q1 2018	Q3 2023	7
Private Wealth Partners, LLC	7	7	0.05%	0.05%	0.06%	Q2 2019	Q4 2020	7
Financial Guidance Group, Inc.	7	7	0.24%	0.26%	0.28%	Q1 2022	Q3 2023	7
CHASE INVESTMENT COUNSEL CORP	7	7	0.14%	0.17%	0.18%	Q3 2020	Q1 2022	7
Soundwatch Capital LLC	4	1	0.04%	0.10%	0.20%	Q2 2020	Q3 2023	7
Texas Yale Capital Corp.	7	7	0.05%	0.06%	0.06%	Q3 2021	Q1 2023	7
MCDONALD PARTNERS LLC	7	7	0.04%	0.12%	0.24%	Q4 2020	Q2 2022	7
Bank of Marin	6	1	0.17%	0.21%	0.29%	Q4 2019	Q1 2022	7
OneAscent Financial Services LLC	4	1	0.14%	0.18%	0.21%	Q2 2019	Q3 2022	7
Cahill Wealth Management, LLC	7	7	0.30%	0.34%	0.40%	Q1 2022	Q3 2023	7
Custos Family Office, LLC	5	2	0.16%	0.45%	0.80%	Q4 2021	Q3 2023	7
Operose Advisors LLC	6	1	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	7
NEIRG Wealth Management, LLC	7	7	0.13%	0.17%	0.22%	Q4 2021	Q2 2023	7
Three Bridge Wealth Advisors, LLC	7	7	0.26%	1.54%	1.93%	Q1 2022	Q3 2023	7
Nvest Financial, LLC	7	7	5.29%	7.01%	9.11%	Q1 2022	Q3 2023	7
NORTH AMERICAN MANAGEMENT CORP	7	7	0.06%	0.07%	0.07%	Q4 2013	Q2 2015	7
Beacon Capital Management, LLC	7	7	0.14%	0.16%	0.19%	Q1 2022	Q3 2023	7
Winthrop Partners - WNY, LLC	7	7	0.05%	0.06%	0.06%	Q1 2018	Q3 2019	7
Ford Financial Group, LLC	7	7	0.05%	0.08%	0.10%	Q2 2021	Q4 2022	7
Marietta Wealth Management, LLC	7	7	0.05%	0.06%	0.09%	Q3 2020	Q1 2022	7
Cannell & Co.	3	2	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	7
PIEDMONT INVESTMENT ADVISORS INC	7	7	0.06%	0.14%	0.26%	Q3 2018	Q1 2020	7
Intellectus Partners, LLC	5	1	0.01%	0.03%	0.07%	Q4 2016	Q1 2019	7
Connectus Wealth, LLC	7	7	0.02%	0.03%	0.05%	Q1 2022	Q3 2023	7
SURIENCE PRIVATE WEALTH LLC	7	7	0.27%	0.38%	0.60%	Q4 2021	Q2 2023	7
Planning Center, Inc.	5	2	0.06%	0.30%	1.23%	Q4 2021	Q3 2023	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.04%	0.05%	0.06%	Q4 2017	Q3 2019	7
DHK Financial Advisors, Inc.	7	7	1.56%	1.98%	2.57%	Q1 2022	Q3 2023	7
Delphi Private Advisors LLC	7	7	0.48%	0.84%	1.29%	Q4 2017	Q2 2019	7
Advisory Services & Investments, LLC	7	7	0.24%	0.29%	0.43%	Q1 2021	Q3 2022	7
MetLife Investment Management, LLC	7	7	0.13%	0.22%	0.29%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.05%	0.16%	0.36%	Q1 2022	Q3 2023	7
BIEGEL & WALLER LLC	6	1	0.13%	0.19%	0.24%	Q3 2017	Q3 2019	7
Placemark Investments, Inc.	7	7	0.27%	0.35%	0.50%	Q2 2013	Q4 2014	7
Ardent Capital Management, Inc.	4	3	0.21%	0.25%	0.33%	Q4 2021	Q3 2023	7
Bay Harbor Wealth Management, LLC	6	1	0.00%	0.07%	0.08%	Q2 2019	Q4 2022	7
GUYASUTA INVESTMENT ADVISORS INC	4	3	0.02%	0.02%	0.02%	Q2 2021	Q3 2023	7
Reliant Wealth Planning	6	1	0.12%	0.17%	0.22%	Q2 2020	Q3 2023	7
MEITAV INVESTMENT HOUSE LTD	5	2	0.09%	0.51%	1.21%	Q1 2020	Q4 2021	7
THEORY FINANCIAL LLC	4	3	0.15%	0.31%	0.42%	Q4 2021	Q3 2023	7
One Day In July LLC	4	1	0.04%	0.05%	0.08%	Q3 2020	Q3 2023	7
Arlington Partners LLC	2	1	0.01%	0.13%	0.43%	Q2 2018	Q3 2023	7
Clearstead Trust, LLC	5	2	0.01%	0.12%	0.17%	Q4 2018	Q3 2023	7
Clearwater Capital Advisors, LLC	7	7	0.05%	0.06%	0.06%	Q3 2017	Q1 2019	7
Rockbridge Investment Management, LCC	7	7	0.12%	0.13%	0.13%	Q2 2020	Q4 2021	7
20/20 Capital Management, Inc.	7	7	0.34%	0.35%	0.40%	Q4 2019	Q2 2021	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.02%	0.02%	0.02%	Q4 2021	Q2 2023	7
UBS AG	6	6	0.00%	0.29%	0.36%	Q2 2013	Q3 2014	7
SAXON INTERESTS, INC.	7	7	0.20%	1.62%	3.38%	Q4 2021	Q2 2023	7
Migdal Insurance & Financial Holdings Ltd.	6	1	0.00%	0.00%	0.00%	Q1 2020	Q4 2022	7
JFG Wealth Management, LLC	7	7	0.09%	0.14%	0.33%	Q1 2022	Q3 2023	7
CONFLUENCE INVESTMENT MANAGEMENT LLC	6	1	0.00%	0.01%	0.02%	Q1 2015	Q2 2017	7
Tyler-Stone Wealth Management	5	2	0.10%	0.12%	0.14%	Q4 2021	Q3 2023	7
Horizons Wealth Management	7	7	0.09%	0.12%	0.14%	Q2 2022	Q4 2023	7
Radnor Financial Advisors, LLC	6	1	0.36%	0.43%	0.50%	Q4 2020	Q3 2022	7
ParenteBeard Wealth Management, LLC	7	7	0.19%	0.70%	1.21%	Q2 2013	Q4 2014	7
HAP Trading, LLC	6	6	0.00%	0.07%	0.31%	Q3 2020	Q4 2021	7
Global Financial Private Capital, Inc	7	7	0.01%	0.02%	0.02%	Q3 2017	Q1 2019	7
Aveo Capital Partners, LLC	2	1	0.04%	0.29%	0.69%	Q4 2016	Q4 2021	7
New Perspectives, Inc	7	7	0.17%	0.19%	0.22%	Q2 2021	Q4 2022	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.05%	0.08%	0.12%	Q1 2021	Q4 2022	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.12%	0.15%	0.16%	Q1 2022	Q3 2023	7
Advisory Alpha, LLC	3	1	0.01%	0.02%	0.05%	Q1 2019	Q4 2021	7
CARY STREET PARTNERS ASSET MANAGEMENT LLC	2	1	0.10%	0.14%	0.19%	Q4 2020	Q3 2023	7
Sterling Investment Advisors, Ltd.	6	1	0.00%	0.01%	0.02%	Q3 2019	Q2 2022	7
HERITAGE INVESTORS MANAGEMENT CORP	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.28%	0.33%	0.46%	Q1 2022	Q3 2023	7
Selective Wealth Management, Inc.	7	7	0.16%	0.27%	0.65%	Q2 2019	Q4 2020	7
West Coast Financial LLC	4	1	0.10%	0.14%	0.20%	Q1 2015	Q3 2018	7
WISCONSIN CAPITAL MANAGEMENT LLC	7	7	0.14%	0.15%	0.15%	Q2 2013	Q4 2014	7
Edge Advisors, LLC	7	7	0.19%	1.01%	1.86%	Q4 2016	Q2 2018	7
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	7	7	0.42%	1.30%	1.88%	Q3 2013	Q1 2015	7
HT Partners LLC	7	7	0.55%	0.65%	0.75%	Q2 2013	Q4 2014	7
Next Level Private LLC	5	2	3.15%	3.90%	5.01%	Q4 2021	Q3 2023	7
Echo Street Capital Management LLC	7	7	0.12%	0.23%	0.33%	Q1 2022	Q3 2023	7
NAVELLIER & ASSOCIATES INC	1	1	0.01%	0.10%	0.33%	Q4 2012	Q4 2018	7
TCW GROUP INC	1	1	0.01%	0.05%	0.12%	Q4 2013	Q4 2022	7
Financial Connections Group, Inc.	7	7	0.84%	1.05%	1.50%	Q4 2021	Q2 2023	7
EFG Asset Management (Americas) Corp.	6	1	0.04%	0.16%	0.33%	Q4 2013	Q3 2016	7
SOLARIS ASSET MANAGEMENT LLC	5	1	0.01%	0.15%	0.21%	Q4 2014	Q3 2017	6
NorthCoast Asset Management LLC	6	6	0.02%	0.02%	0.02%	Q2 2020	Q3 2021	6
Clearview Wealth Advisors LLC	5	1	0.00%	0.04%	0.06%	Q4 2020	Q4 2022	6
First Allied Asset Management, Inc.	5	1	0.05%	0.06%	0.08%	Q2 2013	Q1 2015	6
Austin Asset Management Co Inc	5	1	0.06%	0.08%	0.11%	Q4 2021	Q3 2023	6
SAWGRASS ASSET MANAGEMENT LLC	6	6	0.03%	0.05%	0.07%	Q1 2020	Q2 2021	6
Range Financial Group LLC	4	2	0.14%	0.15%	0.16%	Q2 2021	Q3 2023	6
COMMONS CAPITAL, LLC	3	3	0.28%	0.34%	0.42%	Q4 2021	Q3 2023	6
Karn, Couzens & Associates, Inc.	6	6	1.28%	1.53%	1.69%	Q4 2020	Q1 2022	6
Collaborative Wealth Managment Inc.	3	1	0.13%	0.15%	0.19%	Q1 2021	Q3 2023	6
BOSTON RESEARCH & MANAGEMENT INC	4	2	0.06%	0.06%	0.06%	Q2 2021	Q3 2023	6
Tradition Wealth Management, LLC	6	6	0.60%	1.56%	2.84%	Q4 2020	Q1 2022	6
First Capital Advisors Group, LLC.	6	6	0.16%	0.18%	0.20%	Q4 2016	Q1 2018	6
Intrepid Financial Planning Group LLC	6	6	4.46%	4.85%	5.09%	Q2 2022	Q3 2023	6
OLIVER LAGORE VANVALIN INVESTMENT GROUP	5	1	0.00%	0.02%	0.03%	Q1 2022	Q3 2023	6
Sendero Wealth Management, LLC	6	6	0.50%	0.72%	1.46%	Q2 2022	Q3 2023	6
Clean Yield Group	4	2	0.01%	0.07%	0.13%	Q2 2016	Q3 2023	6
Man Group plc	4	2	0.00%	0.01%	0.01%	Q2 2020	Q4 2021	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.05%	0.07%	0.07%	Q4 2020	Q1 2022	6
AlphaStar Capital Management, LLC	6	6	0.03%	0.05%	0.07%	Q3 2021	Q4 2022	6
Sandbox Financial Partners, LLC	4	2	0.14%	0.19%	0.21%	Q3 2021	Q3 2023	6
Union Investments & Development Ltd.	4	2	10.70%	12.20%	15.36%	Q4 2021	Q3 2023	6
Atlas Private Wealth Management, LLC	6	6	0.03%	0.04%	0.04%	Q4 2019	Q1 2021	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.80%	1.00%	1.15%	Q4 2021	Q3 2023	6
SteelBridge Private Wealth Advisors LLC	6	6	0.71%	1.50%	2.46%	Q4 2016	Q1 2018	6
Blue Chip Partners, LLC	4	2	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	10.23%	10.84%	11.46%	Q4 2020	Q1 2022	6
Human Investing LLC	6	6	0.00%	0.03%	0.07%	Q4 2019	Q1 2021	6
Emerson Wealth, LLC	6	6	0.06%	0.06%	0.06%	Q1 2021	Q2 2022	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.05%	0.06%	0.08%	Q2 2022	Q3 2023	6
ENCOMPASS WEALTH ADVISORS, LLC	6	6	0.23%	0.29%	0.35%	Q2 2022	Q3 2023	6
Rezny Wealth Management, Inc.	6	6	0.13%	0.15%	0.21%	Q2 2018	Q3 2019	6
STEEL GROVE CAPITAL ADVISORS, LLC	5	1	0.17%	0.35%	0.82%	Q4 2018	Q3 2023	6
Lansing Street Advisors	6	6	0.03%	0.04%	0.05%	Q1 2022	Q2 2023	6
MONTAG & CALDWELL, LLC	3	1	0.01%	0.11%	0.28%	Q4 2015	Q4 2022	6
Ziegler Capital Management, LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Bell Bank	6	6	0.06%	0.06%	0.06%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.56%	0.72%	0.87%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.04%	0.04%	0.05%	Q2 2022	Q3 2023	6
17 CAPITAL PARTNERS, LLC	6	6	0.20%	0.36%	0.47%	Q2 2021	Q3 2022	6
Sheaff Brock Investment Advisors, LLC	5	1	0.02%	0.03%	0.03%	Q3 2018	Q4 2020	6
WINTRUST INVESTMENTS LLC	6	6	0.04%	0.05%	0.07%	Q2 2022	Q3 2023	6
Integer Wealth Advisors Group LLC	6	6	8.32%	9.35%	9.79%	Q4 2019	Q1 2021	6
Aurora Private Wealth, Inc.	4	1	0.08%	0.11%	0.23%	Q1 2020	Q2 2023	6
COUNTRY CLUB BANK /GFN	6	6	1.58%	1.82%	2.04%	Q2 2022	Q3 2023	6
Arthur Zaske & Associates, LLC	6	6	0.50%	0.72%	0.96%	Q3 2016	Q4 2017	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Cypress Capital, LLC	4	2	0.24%	0.92%	2.28%	Q4 2018	Q2 2022	6
Threshold Group LLC	5	1	0.20%	2.24%	4.16%	Q4 2015	Q2 2017	6
First Western Capital Management Co	6	6	0.64%	0.70%	0.84%	Q3 2014	Q4 2015	6
Abacus Planning Group, Inc.	3	3	0.05%	0.07%	0.09%	Q3 2021	Q3 2023	6
Gerber Kawasaki Wealth & Investment Management	4	1	0.00%	0.02%	0.02%	Q3 2021	Q3 2023	6
Bridgewater Advisors Inc.	6	6	0.05%	0.08%	0.13%	Q1 2021	Q2 2022	6
Aspire Wealth Management Corp	6	6	0.08%	0.09%	0.09%	Q2 2022	Q3 2023	6
Covenant Multifamily Offices, LLC	5	1	0.01%	0.02%	0.03%	Q4 2013	Q1 2019	6
Allegis Investment Advisors, LLC	6	6	0.13%	0.78%	1.41%	Q4 2015	Q1 2017	6
Waverton Investment Management Ltd	6	6	0.20%	0.82%	1.00%	Q3 2015	Q4 2016	6
PHILLIPS FINANCIAL MANAGEMENT, LLC	5	1	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	6
Field & Main Bank	6	6	0.03%	0.04%	0.04%	Q2 2022	Q3 2023	6
Harvest Investment Services, LLC	4	2	0.09%	0.11%	0.14%	Q2 2021	Q3 2023	6
MUNDER CAPITAL MANAGEMENT	6	6	0.00%	0.01%	0.03%	Q2 2013	Q3 2014	6
Filbrandt Wealth Management, LLC	3	3	0.00%	0.01%	0.02%	Q4 2019	Q3 2021	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.02%	0.27%	0.41%	Q4 2015	Q1 2017	6
Clarity Wealth Advisors, LLC	6	6	0.17%	0.18%	0.22%	Q2 2022	Q3 2023	6
First Pacific Financial	6	6	0.14%	0.29%	0.39%	Q2 2022	Q3 2023	6
SEI TRUST CO	6	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2014	6
Dougherty Wealth Advisers LLC	6	6	0.59%	0.68%	0.80%	Q4 2018	Q1 2020	6
Gardiner Nancy B	6	6	0.47%	0.97%	1.94%	Q2 2016	Q3 2017	6
THOROUGHBRED FINANCIAL SERVICES, LLC	3	3	0.03%	0.04%	0.08%	Q4 2021	Q3 2023	6
COMMUNITY BANK SYSTEM, INC.	6	6	1.28%	1.33%	1.44%	Q2 2013	Q3 2014	6
KMS FINANCIAL SERVICES, INC	6	6	0.19%	0.21%	0.24%	Q2 2013	Q3 2014	6
Rosenberg Matthew Hamilton	6	6	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	6
Gainplan LLC	2	1	0.01%	27.37%	85.50%	Q1 2017	Q2 2023	6
VANCE WEALTH, INC.	6	6	1.25%	1.66%	2.25%	Q2 2022	Q3 2023	6
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	6	6	1.12%	1.39%	1.73%	Q2 2013	Q3 2014	6
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	6	6	0.05%	0.10%	0.16%	Q3 2016	Q4 2017	6
EdgeRock Capital LLC	6	6	0.28%	0.39%	0.52%	Q2 2022	Q3 2023	6
Argentus Capital Management, LLC	5	1	0.11%	0.57%	0.97%	Q3 2013	Q3 2016	6
WFA of San Diego, LLC	2	1	0.02%	0.05%	0.08%	Q2 2020	Q4 2022	6
Forum Private Client Group LLC	6	6	0.72%	0.74%	0.80%	Q1 2022	Q2 2023	6
Highland Financial Advisors, LLC	6	6	3.86%	4.64%	6.47%	Q2 2022	Q3 2023	6
TD Ameritrade Trust Co	6	6	0.00%	0.39%	2.33%	Q2 2013	Q3 2014	6
Financial Management Professionals, Inc.	5	1	0.00%	0.22%	1.31%	Q3 2021	Q2 2023	6
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	4	2	0.04%	0.05%	0.07%	Q2 2021	Q3 2023	6
Stone Asset Management Inc.	6	6	7.59%	9.55%	11.02%	Q4 2021	Q1 2023	6
Platform Technology Partners	5	1	0.14%	0.16%	0.17%	Q4 2020	Q2 2022	6
Shamrock Asset Management LLC	5	1	0.00%	0.01%	0.02%	Q3 2016	Q2 2018	6
Stonegate Investment Group, LLC	6	6	0.10%	0.11%	0.11%	Q2 2022	Q3 2023	6
Forefront Analytics, LLC	5	1	0.02%	1.88%	3.02%	Q4 2017	Q1 2020	6
HighTower Trust Company, N.A.	6	6	0.03%	0.07%	0.10%	Q4 2021	Q1 2023	6
BANQUE PICTET & CIE SA	6	6	0.01%	0.02%	0.03%	Q4 2013	Q1 2015	6
Wealth & Pension Services Group, Inc.	6	6	1.98%	3.04%	5.60%	Q2 2018	Q3 2019	6
Iowa State Bank	6	6	0.06%	0.07%	0.07%	Q4 2020	Q1 2022	6
Vanguard Personalized Indexing Management, LLC	6	6	0.01%	0.02%	0.04%	Q4 2021	Q1 2023	6
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.01%	0.02%	0.04%	Q1 2018	Q1 2019	5
MPS Loria Financial Planners, LLC	4	1	0.01%	0.02%	0.06%	Q2 2017	Q1 2021	5
Kowal Investment Group, LLC	4	1	0.06%	0.15%	0.48%	Q2 2021	Q4 2022	5
True Link Financial Advisors, LLC	5	5	0.02%	0.02%	0.02%	Q4 2020	Q4 2021	5
Old Port Advisors	4	1	0.19%	0.24%	0.27%	Q2 2022	Q3 2023	5
Coho Partners, Ltd.	5	5	0.00%	0.01%	0.01%	Q2 2020	Q2 2021	5
KENFARB & CO.	5	5	0.07%	0.08%	0.09%	Q3 2022	Q3 2023	5
PECAUT & CO.	4	1	0.00%	0.04%	0.06%	Q3 2019	Q3 2023	5
TITLEIST CAPITAL, LLC	5	5	0.14%	0.42%	0.69%	Q4 2021	Q4 2022	5
SILVER OAK SECURITIES, INCORPORATED	3	1	0.07%	0.14%	0.18%	Q1 2022	Q3 2023	5
DOCK STREET ASSET MANAGEMENT INC	5	5	0.12%	0.14%	0.15%	Q2 2013	Q2 2014	5
Surevest, LLC	5	5	0.06%	2.80%	4.20%	Q3 2021	Q3 2022	5
UNITED SERVICES AUTOMOBILE ASSOCIATION	5	5	0.05%	0.18%	0.28%	Q3 2016	Q3 2017	5
Van Leeuwen & Company, LLC	5	5	0.21%	0.24%	0.33%	Q3 2018	Q3 2019	5
FSM Wealth Advisors, LLC	5	5	0.25%	0.30%	0.38%	Q2 2022	Q2 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	2.62%	2.95%	3.29%	Q4 2018	Q4 2019	5
Aviance Capital Partners, LLC	4	1	0.07%	0.08%	0.09%	Q2 2018	Q2 2022	5
Interval Partners, LP	2	1	0.12%	0.18%	0.28%	Q3 2020	Q1 2022	5
Capital Wealth Planning, LLC	5	5	0.02%	0.04%	0.08%	Q1 2022	Q1 2023	5
LITTLE HOUSE CAPITAL LLC	3	1	0.03%	0.36%	0.85%	Q1 2019	Q3 2023	5
Sowa Financial Group, Inc.	5	5	0.04%	0.04%	0.05%	Q4 2019	Q4 2020	5
Cassady Schiller Wealth Management, LLC	4	1	0.03%	0.07%	0.08%	Q4 2021	Q3 2023	5
AlphaCore Capital LLC	3	1	0.04%	0.05%	0.06%	Q4 2019	Q3 2023	5
Highland Private Wealth Management	5	5	0.07%	0.08%	0.08%	Q2 2018	Q2 2019	5
PICTET BANK & TRUST Ltd	5	5	1.41%	1.60%	1.80%	Q4 2020	Q4 2021	5
Vontobel Holding Ltd.	5	5	0.00%	0.01%	0.01%	Q3 2022	Q3 2023	5
Wilmington Trust Investment Management, LLC	5	5	0.21%	0.27%	0.32%	Q2 2013	Q2 2014	5
Colonial River Wealth Management, LLC	3	2	0.13%	0.16%	0.21%	Q4 2020	Q1 2022	5
Gupta Wealth Management LLC	5	5	0.14%	0.18%	0.23%	Q1 2015	Q1 2016	5
Blume Capital Management, Inc.	5	5	0.01%	0.01%	0.01%	Q2 2022	Q2 2023	5
Cresta Advisors, Ltd.	5	5	4.81%	6.02%	8.80%	Q3 2022	Q3 2023	5
FIRST HORIZON CORP	4	1	0.16%	2.24%	2.96%	Q2 2013	Q2 2021	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.01%	0.01%	0.02%	Q4 2016	Q4 2017	5
Truvestments Capital LLC	2	1	0.02%	0.04%	0.06%	Q3 2018	Q2 2020	5
Lebenthal Global Advisors, LLC	5	5	1.97%	2.86%	3.52%	Q1 2021	Q1 2022	5
GSA CAPITAL PARTNERS LLP	5	5	0.03%	0.05%	0.07%	Q4 2020	Q4 2021	5
NAPLES GLOBAL ADVISORS, LLC	3	2	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	5
CFS Investment Advisory Services, LLC	3	1	0.01%	0.05%	0.08%	Q4 2020	Q2 2023	5
CAPITAL ONE FINANCIAL CORP	5	5	0.03%	0.03%	0.03%	Q3 2020	Q3 2021	5
Glen Harbor Capital Management LLC	3	2	0.00%	0.20%	0.50%	Q2 2018	Q3 2019	5
Flinton Capital Management LLC	3	2	0.01%	0.52%	1.33%	Q2 2018	Q3 2019	5
BSW Wealth Partners	5	5	0.14%	0.17%	0.19%	Q3 2022	Q3 2023	5
River Wealth Advisors LLC	3	2	0.02%	0.04%	0.05%	Q2 2018	Q3 2023	5
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	5	5	0.01%	0.11%	0.21%	Q3 2022	Q3 2023	5
Hexagon Capital Partners LLC	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
Anson Capital, Inc.	3	2	0.28%	0.75%	1.20%	Q4 2021	Q3 2023	5
SBK Financial, Inc.	5	5	0.80%	0.93%	1.05%	Q4 2021	Q4 2022	5
Zullo Investment Group, Inc.	5	5	0.01%	0.01%	0.02%	Q4 2021	Q4 2022	5
WILMINGTON TRUST CO	5	5	2.18%	2.39%	2.59%	Q2 2013	Q2 2014	5
TPG Financial Advisors, LLC	5	5	2.14%	2.49%	2.92%	Q3 2022	Q3 2023	5
HORIZON BANCORP INC /IN/	4	1	0.00%	0.12%	0.25%	Q4 2019	Q4 2022	5
Wilmington Trust, National Association	5	5	2.26%	2.45%	2.78%	Q2 2013	Q2 2014	5
ACT WEALTH MANAGEMENT, LLC	5	5	0.17%	0.18%	0.20%	Q3 2022	Q3 2023	5
Colony Family Offices, LLC	5	5	0.37%	0.42%	0.49%	Q3 2022	Q3 2023	5
PYA Waltman Capital, LLC	4	1	0.04%	0.04%	0.05%	Q1 2021	Q3 2022	5
Itau Unibanco Holding S.A.	3	2	0.01%	0.02%	0.02%	Q3 2016	Q3 2023	5
WOLFF WIESE MAGANA LLC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
CULLINAN ASSOCIATES INC	5	5	0.07%	0.08%	0.09%	Q3 2022	Q3 2023	5
Northstar Advisory Group, LLC	3	1	0.13%	0.50%	1.82%	Q4 2020	Q1 2023	5
LVZ, Inc.	5	5	0.10%	0.16%	0.23%	Q4 2016	Q4 2017	5
Falcon Wealth Planning	5	5	0.07%	0.10%	0.15%	Q3 2022	Q3 2023	5
ALPS ADVISORS INC	5	5	0.00%	0.02%	0.05%	Q1 2015	Q1 2016	5
Dorsey Wright & Associates	3	2	0.14%	0.28%	0.48%	Q3 2014	Q4 2017	5
OKABENA INVESTMENT SERVICES INC	5	5	0.26%	1.01%	1.32%	Q4 2021	Q4 2022	5
HawsGoodwin Investment Management LLC	5	5	0.01%	0.01%	0.01%	Q4 2019	Q4 2020	5
VANTAGEPOINT INVESTMENT ADVISERS LLC	5	5	0.86%	7.74%	17.19%	Q3 2022	Q3 2023	5
Ensign Peak Advisors, Inc	5	5	0.00%	0.02%	0.03%	Q4 2019	Q4 2020	5
Chemistry Wealth Management LLC	4	1	0.09%	1.07%	5.01%	Q4 2021	Q3 2023	5
ROMANO BROTHERS AND COMPANY	5	5	0.05%	0.06%	0.06%	Q3 2022	Q3 2023	5
Bank Pictet & Cie (Europe) AG	3	2	0.01%	0.08%	0.31%	Q1 2015	Q3 2023	5
TUCKER ASSET MANAGEMENT LLC	5	5	0.00%	0.01%	0.01%	Q3 2022	Q3 2023	5
BUCKINGHAM STRATEGIC PARTNERS, LLC	5	5	0.04%	0.05%	0.09%	Q3 2022	Q3 2023	5
Tyers Asset Management LLC	3	2	0.00%	0.44%	1.12%	Q2 2018	Q3 2019	5
Ironsides Asset Advisors, LLC	5	5	0.08%	0.09%	0.10%	Q2 2021	Q2 2022	5
TCTC Holdings, LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Colonial Trust Co / SC	5	5	0.36%	0.39%	0.41%	Q3 2022	Q3 2023	5
Aries Wealth Management	4	1	0.08%	0.17%	0.21%	Q4 2021	Q3 2023	5
Fi3 FINANCIAL ADVISORS, LLC	5	5	0.15%	0.21%	0.33%	Q2 2021	Q2 2022	5
Mill Capital Management, LLC	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Landmark Wealth Management, LLC	3	1	0.06%	0.19%	0.22%	Q1 2022	Q3 2023	5
BNC WEALTH MANAGEMENT, LLC	4	1	0.10%	0.12%	0.15%	Q3 2020	Q1 2022	5
State of Wyoming	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
Neuburgh Advisers LLC	3	2	0.01%	0.64%	1.66%	Q2 2018	Q3 2019	5
Global Wealth Strategies & Associates	5	5	0.06%	0.06%	0.06%	Q4 2022	Q4 2023	5
Coastwise Capital Group, LLC	5	5	0.35%	0.41%	0.44%	Q3 2022	Q3 2023	5
Core Alternative Capital	5	5	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	5
ACCURATE INVESTMENT SOLUTIONS, INC.	2	1	0.00%	0.47%	2.30%	Q3 2017	Q4 2019	5
Betterment LLC	3	2	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	5
Heritage Way Advisors, LLC	5	5	0.24%	0.24%	0.25%	Q4 2020	Q4 2021	5
CoreCap Advisors, LLC	5	5	0.04%	0.05%	0.06%	Q4 2021	Q4 2022	5
Bienville Capital Management, LLC	5	5	0.05%	0.35%	1.02%	Q1 2016	Q1 2017	5
Crescent Capital Consulting, LLC	5	5	4.96%	5.44%	6.02%	Q4 2020	Q4 2021	5
WILLNER & HELLER, LLC	5	5	3.18%	3.24%	3.34%	Q4 2021	Q4 2022	5
Compass Wealth Management LLC	5	5	0.11%	0.14%	0.15%	Q4 2022	Q4 2023	5
Allegheny Financial Group LTD	5	5	0.12%	0.33%	0.46%	Q3 2022	Q3 2023	5
Anfield Capital Management, LLC	5	5	0.13%	2.02%	3.10%	Q4 2019	Q4 2020	5
Avalon Investment & Advisory	5	5	0.02%	0.02%	0.02%	Q1 2019	Q1 2020	5
Luken Investment Analytics, LLC	4	1	0.04%	0.06%	0.09%	Q4 2020	Q3 2023	5
Legacy Financial Advisors, Inc.	5	5	0.00%	0.01%	0.02%	Q4 2017	Q4 2018	5
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	5	5	0.01%	0.02%	0.03%	Q4 2020	Q4 2021	5
Hollow Brook Wealth Management LLC	4	1	0.11%	0.18%	0.22%	Q4 2019	Q3 2023	5
F3Logic, LLC	3	2	0.25%	0.33%	0.43%	Q1 2018	Q2 2019	5
Mine & Arao Wealth Creation & Management, LLC.	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
RAY GERALD L & ASSOCIATES LTD	5	5	0.03%	0.03%	0.03%	Q3 2014	Q3 2015	5
RIVERHEAD CAPITAL MANAGEMENT LLC	3	2	0.00%	0.03%	0.04%	Q2 2018	Q3 2019	5
CHILDRESS CAPITAL ADVISORS, LLC	2	1	0.09%	0.50%	2.10%	Q1 2021	Q3 2023	5
BERRY GROUP, LLC	5	5	2.87%	3.41%	3.66%	Q4 2019	Q4 2020	5
Blue Zone Wealth Advisors, LLC	4	1	0.17%	0.32%	0.41%	Q1 2020	Q1 2022	5
Redwood Investment Management, LLC	3	1	0.04%	0.24%	0.39%	Q4 2017	Q3 2023	5
Coppell Advisory Solutions LLC	4	1	0.18%	0.38%	0.91%	Q4 2020	Q3 2023	5
BFSG, LLC	3	2	0.03%	0.04%	0.06%	Q3 2021	Q3 2023	5
K2 PRINCIPAL FUND, L.P.	3	3	0.15%	0.52%	1.00%	Q2 2015	Q4 2015	5
CHILTON INVESTMENT CO INC.	2	1	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	5
FormulaFolio Investments, LLC	3	1	0.01%	0.03%	0.06%	Q2 2017	Q2 2021	5
Boston Common Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2023	5
Accurate Wealth Management, LLC	5	5	0.09%	0.16%	0.36%	Q3 2022	Q3 2023	5
MASTRAPASQUA ASSET MANAGEMENT INC	3	1	0.04%	0.04%	0.04%	Q3 2018	Q4 2020	5
Stokes Capital Advisors, LLC	5	5	0.14%	0.16%	0.20%	Q4 2017	Q4 2018	5
Wells Trecaso Financial Group, LLC	3	2	0.11%	0.40%	0.61%	Q1 2018	Q3 2023	5
James J. Burns & Company, LLC	5	5	0.60%	0.74%	0.94%	Q3 2022	Q3 2023	5
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	4	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2023	5
Legend Financial Advisors, Inc.	5	5	0.10%	0.11%	0.12%	Q3 2022	Q3 2023	5
BLB&B Advisors, LLC	4	1	0.02%	0.02%	0.02%	Q2 2020	Q3 2021	5
VitalStone Financial, LLC	4	4	0.46%	0.66%	1.04%	Q4 2022	Q3 2023	4
CHAPIN DAVIS, INC.	4	4	0.48%	0.49%	0.50%	Q4 2022	Q3 2023	4
VALLEY FINANCIAL MANAGEMENT, INC.	4	4	0.08%	0.13%	0.27%	Q3 2022	Q2 2023	4
Per Stirling Capital Management, LLC.	4	4	0.23%	1.07%	1.98%	Q4 2022	Q3 2023	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	1.27%	1.87%	2.27%	Q4 2016	Q3 2017	4
Legacy Trust	4	4	0.80%	0.85%	0.89%	Q4 2022	Q3 2023	4
Hemenway Trust Co LLC	3	1	0.12%	0.21%	0.47%	Q1 2015	Q4 2022	4
Y-Intercept (Hong Kong) Ltd	1	1	0.03%	0.09%	0.19%	Q3 2021	Q3 2023	4
Leelyn Smith, LLC	4	4	0.05%	0.05%	0.05%	Q2 2020	Q1 2021	4
TRADITION ASSET MANAGEMENT LLC	4	4	0.09%	0.11%	0.12%	Q3 2019	Q2 2020	4
ARGENT TRUST COMPANY, N.A.	4	4	0.11%	0.14%	0.16%	Q2 2014	Q1 2015	4
Jacobsen Capital Management	4	4	0.15%	0.21%	0.27%	Q4 2022	Q3 2023	4
HOME FEDERAL BANK OF TENNESSEE	4	4	0.08%	0.10%	0.12%	Q3 2021	Q2 2022	4
Lombard Odier Asset Management (USA) Corp	4	4	0.96%	1.83%	2.60%	Q2 2021	Q1 2022	4
Moss Adams Wealth Advisors LLC	4	4	0.54%	0.60%	0.68%	Q4 2022	Q3 2023	4
Stonehage Fleming Financial Services Holdings Ltd	4	4	0.01%	0.01%	0.03%	Q4 2022	Q3 2023	4
Ken Stern & Associates, Inc.	4	4	3.58%	3.76%	4.15%	Q3 2015	Q2 2016	4
Williams Jones Wealth Management, LLC.	4	4	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	4
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	4	4	0.31%	0.45%	0.86%	Q4 2019	Q3 2020	4
COLUMBUS CIRCLE INVESTORS	1	1	0.00%	0.01%	0.02%	Q4 2013	Q4 2018	4
Pegasus Partners Ltd.	4	4	0.48%	0.60%	0.80%	Q4 2022	Q3 2023	4
Cleary Gull Holdings Inc.	4	4	1.89%	2.30%	2.72%	Q2 2015	Q1 2016	4
1 NORTH WEALTH SERVICES LLC	2	2	0.02%	0.02%	0.02%	Q4 2018	Q4 2019	4
Nelson Capital Management, LLC	2	1	0.04%	0.05%	0.06%	Q4 2018	Q3 2020	4
Lavaca Capital LLC	4	4	0.60%	0.81%	1.05%	Q4 2022	Q3 2023	4
Blue Sky Asset Management, LLC	2	1	0.17%	2.43%	4.88%	Q2 2017	Q1 2020	4
COBBLESTONE CAPITAL ADVISORS LLC /NY/	3	1	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	4
MAPLE SECURITIES USA INC	2	1	0.30%	0.53%	1.12%	Q3 2013	Q1 2015	4
Firestone Capital Management	3	1	0.00%	0.02%	0.03%	Q4 2019	Q3 2021	4
KWMG, LLC	4	4	0.01%	0.01%	0.01%	Q2 2018	Q1 2019	4
TCG Advisors, LP	3	1	0.13%	2.57%	9.76%	Q4 2018	Q2 2020	4
MITCHELL MCLEOD PUGH & WILLIAMS INC	4	4	0.07%	0.09%	0.14%	Q4 2022	Q3 2023	4
AIMZ Investment Advisors, LLC	3	1	0.11%	0.19%	0.21%	Q4 2014	Q1 2016	4
Strategic Capital Alternatives LLC	2	1	0.00%	1.30%	5.17%	Q3 2014	Q1 2016	4
GRANDFIELD & DODD, LLC	2	1	0.01%	0.02%	0.02%	Q3 2019	Q3 2023	4
Maple Capital Management, Inc.	4	4	0.03%	0.03%	0.04%	Q2 2021	Q1 2022	4
Exchange Capital Management, Inc.	3	1	0.03%	0.17%	0.34%	Q3 2014	Q2 2018	4
MARSHALL WACE, LLP	2	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	4
SMI Advisory Services, LLC	3	1	0.10%	7.09%	10.08%	Q3 2021	Q3 2023	4
Invesco Ltd.	4	4	0.00%	0.03%	0.04%	Q2 2013	Q1 2014	4
COBIZ WEALTH, LLC	3	1	0.03%	0.06%	0.08%	Q2 2013	Q4 2015	4
RKL Wealth Management LLC	4	4	0.04%	0.04%	0.04%	Q1 2019	Q4 2019	4
BECK CAPITAL MANAGEMENT, LLC	4	4	0.14%	0.20%	0.26%	Q4 2015	Q3 2016	4
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	4	4	0.11%	0.43%	1.35%	Q2 2020	Q1 2021	4
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	2	1	1.52%	7.12%	13.19%	Q3 2013	Q4 2014	4
Wealth Quarterback LLC	2	2	0.05%	0.07%	0.10%	Q4 2019	Q3 2021	4
Randolph Co Inc	4	4	0.03%	0.03%	0.03%	Q2 2021	Q1 2022	4
Capital Research Global Investors	1	1	0.00%	0.00%	0.00%	Q3 2020	Q4 2022	4
HARTFORD INVESTMENT MANAGEMENT CO	4	4	0.31%	0.39%	0.49%	Q4 2022	Q3 2023	4
O'ROURKE & COMPANY, Inc	4	4	0.20%	0.22%	0.23%	Q4 2022	Q3 2023	4
BUILDER INVESTMENT GROUP INC /ADV	4	4	0.16%	0.17%	0.17%	Q4 2022	Q3 2023	4
MRA Associates USA LLC	4	4	0.07%	0.18%	0.28%	Q4 2018	Q3 2019	4
REBALANCE, LLC	4	4	0.42%	0.45%	0.47%	Q4 2022	Q3 2023	4
Sentinus, LLC	4	4	0.17%	0.18%	0.19%	Q3 2022	Q2 2023	4
JACKSON SQUARE CAPITAL, LLC	4	4	0.02%	0.02%	0.04%	Q4 2019	Q3 2020	4
Beacon Capital Management, Inc.	4	4	0.00%	0.00%	0.00%	Q1 2015	Q4 2015	4
Scarborough Advisors, LLC	2	2	0.05%	0.07%	0.08%	Q4 2021	Q3 2023	4
Intelligence Driven Advisers, LLC	2	1	0.04%	0.46%	1.68%	Q4 2018	Q3 2023	4
Stanford Investment Group, Inc.	4	4	0.02%	0.02%	0.02%	Q1 2016	Q4 2016	4
Live Oak Investment Partners	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Livingston Group Asset Management CO (operating as Southport Capital Management)	2	1	0.00%	0.06%	0.18%	Q2 2016	Q2 2021	4
GTS SECURITIES LLC	2	2	0.01%	0.16%	0.59%	Q2 2023	Q3 2023	4
Baring International Investment Ltd	2	2	0.18%	0.60%	1.10%	Q2 2013	Q2 2014	4
44 WEALTH MANAGEMENT LLC	4	4	0.08%	0.08%	0.08%	Q2 2021	Q1 2022	4
Spectrum Financial Alliance Ltd LLC	4	4	0.01%	0.01%	0.01%	Q1 2018	Q4 2018	4
FNY Partners Fund LP	4	4	0.00%	0.01%	0.03%	Q2 2017	Q1 2018	4
TWIN FOCUS CAPITAL PARTNERS, LLC	4	4	1.24%	1.44%	1.65%	Q4 2022	Q3 2023	4
Estate Counselors, LLC	4	4	0.90%	1.82%	2.43%	Q4 2022	Q3 2023	4
Berkshire Bank	4	4	0.08%	0.08%	0.09%	Q4 2022	Q3 2023	4
SMITH ASSET MANAGEMENT GROUP LP	1	1	0.00%	0.03%	0.06%	Q4 2014	Q4 2020	4
World Asset Management Inc	3	1	0.02%	0.05%	0.08%	Q2 2018	Q4 2019	4
PUTNAM INVESTMENTS LLC	3	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2022	4
WBI INVESTMENTS, LLC	4	4	0.01%	0.03%	0.07%	Q1 2017	Q4 2017	4
Wechter Feldman Wealth Management, Inc.	4	4	0.21%	0.24%	0.25%	Q2 2020	Q1 2021	4
Vawter Financial, Ltd.	4	4	0.55%	0.58%	0.61%	Q4 2022	Q3 2023	4
Aspen Wealth Strategies, LLC	4	4	0.22%	0.23%	0.24%	Q4 2022	Q3 2023	4
Alpha Financial Advisors, LLC	4	4	0.24%	0.25%	0.27%	Q4 2022	Q3 2023	4
Hyperion Partners, LLC	4	4	1.03%	1.11%	1.16%	Q4 2022	Q3 2023	4
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	2	2	0.30%	0.74%	1.75%	Q2 2016	Q2 2017	4
LUTS & GREENLEIGH GROUP, INC	4	4	1.75%	2.00%	2.27%	Q4 2022	Q3 2023	4
West Financial Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
Kapstone Financial Advisors LLC	4	4	1.73%	1.79%	1.87%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
True Wealth Design, LLC	4	4	0.01%	0.02%	0.02%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.29%	0.38%	0.44%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.82%	0.92%	1.09%	Q4 2022	Q3 2023	4
Beverly Hills Private Wealth, LLC	4	4	0.10%	0.11%	0.13%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	1.11%	1.54%	2.69%	Q4 2022	Q3 2023	4
Parker Financial LLC	4	4	0.86%	1.00%	1.07%	Q4 2022	Q3 2023	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	0.42%	0.44%	0.47%	Q4 2022	Q3 2023	4
Sterling Financial Planning, Inc.	4	4	0.04%	0.04%	0.04%	Q4 2020	Q3 2021	4
Tanglewood Legacy Advisors, LLC	4	4	2.58%	2.64%	2.72%	Q4 2022	Q3 2023	4
LEGACY FINANCIAL GROUP, INC.	4	4	1.21%	1.29%	1.35%	Q4 2022	Q3 2023	4
Clifford Group, LLC	4	4	1.98%	2.14%	2.24%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
STAR Financial Bank	4	4	11.92%	13.21%	14.09%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	0.45%	0.56%	0.61%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.55%	0.59%	0.65%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	1.57%	2.13%	2.37%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.10%	0.31%	0.51%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.08%	0.12%	0.18%	Q4 2022	Q3 2023	4
LWMG, LLC	4	4	3.00%	6.28%	9.70%	Q4 2022	Q3 2023	4
FIRST CITIZENS BANCORPORATION INC	4	4	0.15%	0.18%	0.20%	Q1 2014	Q4 2014	4
Marmo Financial Group, LLC	4	4	1.77%	2.17%	3.31%	Q4 2022	Q3 2023	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
Arista Wealth Management, LLC	4	4	0.56%	0.70%	1.00%	Q4 2022	Q3 2023	4
PETREDIS INVESTMENT ADVISORS LLC	4	4	0.10%	0.10%	0.10%	Q4 2022	Q3 2023	4
Great Waters Wealth Management	4	4	0.54%	0.55%	0.57%	Q4 2022	Q3 2023	4
Family Capital Management, Inc.	4	4	1.45%	2.10%	2.37%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	1.26%	2.08%	2.58%	Q4 2022	Q3 2023	4
AVIANCE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.80%	3.16%	Q3 2013	Q3 2017	4
HTG Investment Advisors, Inc.	4	4	1.11%	1.17%	1.26%	Q4 2022	Q3 2023	4
REGIMEN WEALTH, LLC	4	4	0.37%	0.51%	0.77%	Q4 2022	Q3 2023	4
Goldstein Advisors, LLC	4	4	0.14%	0.16%	0.17%	Q4 2022	Q3 2023	4
Commonwealth Retirement Investments LLC	4	4	0.24%	0.25%	0.26%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	4
ATALANTA SOSNOFF CAPITAL, LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
INTERACTIVE FINANCIAL ADVISORS, INC.	2	1	0.02%	0.05%	0.08%	Q1 2015	Q3 2022	4
Koesten, Hirschmann & Crabtree, INC.	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
GEM Asset Management, LLC	4	4	0.34%	0.41%	0.51%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
Talisman Wealth Advisors LLC	4	4	2.90%	3.15%	3.74%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.08%	0.10%	0.11%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
SP Asset Management LLC	4	4	0.09%	0.10%	0.10%	Q4 2022	Q3 2023	4
LAM GROUP, INC.	4	4	0.42%	0.47%	0.50%	Q4 2022	Q3 2023	4
Gallacher Capital Management LLC	4	4	0.65%	0.71%	0.76%	Q4 2022	Q3 2023	4
Better Money Decisions, LLC	3	1	0.02%	0.03%	0.03%	Q1 2021	Q2 2022	4
JDM Financial Group LLC	4	4	0.08%	0.09%	0.09%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	4
Passive Capital Management, LLC.	4	4	0.21%	0.24%	0.25%	Q4 2021	Q3 2022	4
Beaumont Financial Advisors, LLC	4	4	0.15%	0.17%	0.18%	Q4 2022	Q3 2023	4
Benedetti & Gucer, Inc.	4	4	0.15%	0.21%	0.24%	Q2 2021	Q1 2022	4
Left Brain Wealth Management, LLC	4	4	0.33%	0.34%	0.35%	Q4 2022	Q3 2023	4
Alaethes Wealth LLC	4	4	0.00%	0.00%	0.01%	Q2 2021	Q1 2022	4
Creative Capital Management Investments LLC	4	4	0.01%	0.11%	0.15%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.06%	0.07%	0.07%	Q4 2022	Q3 2023	4
RFP Financial Group LLC	4	4	0.45%	0.72%	1.32%	Q4 2022	Q3 2023	4
Regency Capital Management Inc.\DE	4	4	0.04%	0.04%	0.05%	Q1 2021	Q4 2021	4
New England Investment & Retirement Group, Inc.	4	4	0.21%	0.22%	0.24%	Q4 2020	Q3 2021	4
GREENWOOD GEARHART INC	3	1	0.03%	0.04%	0.04%	Q4 2020	Q4 2021	4
ADVISOR PARTNERS II, LLC	4	4	0.01%	0.02%	0.02%	Q3 2022	Q2 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Schechter Investment Advisors, LLC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.16%	0.18%	0.21%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.50%	0.61%	0.83%	Q4 2022	Q3 2023	4
Etesian Wealth Advisors, Inc.	4	4	1.33%	1.41%	1.52%	Q4 2022	Q3 2023	4
CapWealth Advisors, LLC	2	2	0.02%	0.02%	0.03%	Q2 2016	Q1 2021	4
Resurgent Financial Advisors LLC	4	4	0.02%	0.16%	0.23%	Q2 2022	Q1 2023	4
Coston, McIsaac & Partners	4	4	0.00%	0.00%	0.00%	Q2 2022	Q1 2023	4
Family Investment Center, Inc.	4	4	0.29%	0.30%	0.32%	Q4 2022	Q3 2023	4
COOK WEALTH MANAGEMENT GROUP LLC	4	4	0.22%	0.23%	0.26%	Q4 2021	Q3 2022	4
Simplicity Wealth,LLC	4	4	0.35%	0.93%	1.34%	Q4 2022	Q3 2023	4
SHELTON WEALTH MANAGEMENT, LLC	2	2	0.16%	0.23%	0.31%	Q4 2021	Q2 2023	4
Vertex Planning Partners, LLC	4	4	0.10%	0.12%	0.12%	Q4 2022	Q3 2023	4
American Trust	4	4	0.03%	0.04%	0.05%	Q4 2021	Q3 2022	4
KARLINSKI ANDREW C	4	4	0.00%	0.01%	0.01%	Q4 2021	Q3 2022	4
INR ADVISORY SERVICES LLC	4	4	0.02%	0.03%	0.03%	Q2 2013	Q1 2014	4
Callan Family Office, LLC	4	4	2.92%	3.68%	4.58%	Q4 2022	Q3 2023	4
Summit Investment Advisory Services, LLC	4	4	0.16%	0.20%	0.26%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.25%	0.26%	0.27%	Q4 2022	Q3 2023	4
Pacific Sage Partners, LLC	4	4	1.79%	1.95%	2.08%	Q4 2022	Q3 2023	4
Centric Wealth Management	4	4	0.36%	0.44%	0.49%	Q4 2020	Q3 2021	4
Integris Wealth Management, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Leucadia National	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Castleview Partners, LLC	4	4	0.63%	1.14%	1.69%	Q4 2022	Q3 2023	4
Signature Wealth Management Group	4	4	0.10%	0.11%	0.12%	Q4 2017	Q3 2018	4
ANDERSON HOAGLAND & CO	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Avitas Wealth Management LLC	4	4	0.16%	0.33%	0.39%	Q4 2022	Q3 2023	4
Waterloo Capital, L.P.	3	1	0.13%	0.31%	0.45%	Q1 2020	Q3 2023	4
10-15 ASSOCIATES, INC.	4	4	0.22%	0.24%	0.25%	Q1 2019	Q4 2019	4
Acorn Advisory Capital L.P.	4	4	0.92%	1.45%	2.80%	Q4 2017	Q3 2018	4
Clarus Wealth Advisors	4	4	6.89%	8.56%	9.71%	Q4 2017	Q3 2018	4
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	4
Legacy Capital Wealth Partners, LLC	4	4	0.15%	2.46%	4.12%	Q4 2022	Q3 2023	4
Shone Asset Management LLC	4	4	5.54%	6.14%	6.48%	Q1 2020	Q4 2020	4
SageView Advisory Group, LLC	4	4	0.05%	0.07%	0.09%	Q4 2022	Q3 2023	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.39%	0.45%	0.50%	Q4 2020	Q3 2021	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	0.04%	0.05%	0.05%	Q4 2017	Q3 2018	4
Princeton Global Asset Management LLC	2	1	0.00%	0.70%	1.78%	Q1 2019	Q3 2023	4
Thai Life Insurance PCL.	4	4	2.47%	3.24%	4.10%	Q4 2016	Q3 2017	4
New World Advisors LLC	3	1	0.25%	0.64%	0.99%	Q4 2021	Q4 2022	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.13%	0.16%	0.17%	Q2 2017	Q1 2018	4
Blue Granite Capital, LLC	3	1	0.00%	0.06%	0.08%	Q4 2016	Q4 2017	4
DFPG INVESTMENTS, LLC	4	4	0.06%	0.13%	0.23%	Q4 2022	Q3 2023	4
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4	4	0.02%	0.03%	0.05%	Q4 2017	Q3 2018	4
Brendel Financial Advisors LLC	3	1	0.00%	0.31%	0.48%	Q1 2020	Q2 2021	4
Camarda Financial Advisors, LLC	2	1	0.00%	0.16%	0.46%	Q2 2013	Q1 2016	3
Carmel Capital Partners, LLC	3	3	0.01%	0.56%	1.67%	Q1 2023	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
MKD WEALTH COACHES, LLC	3	3	0.04%	0.04%	0.04%	Q4 2018	Q2 2019	3
BAROMETER CAPITAL MANAGEMENT INC.	2	1	0.06%	0.19%	0.26%	Q3 2015	Q3 2016	3
Family Management Corp	3	3	0.12%	0.13%	0.14%	Q1 2023	Q3 2023	3
D'Orazio & Associates, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2016	Q3 2016	3
WealthPlan Investment Management, LLC	2	1	0.06%	0.06%	0.07%	Q1 2022	Q4 2022	3
Strategic Income Management, LLC	3	3	5.88%	5.94%	5.98%	Q4 2014	Q2 2015	3
Southeast Asset Advisors Inc.	3	3	0.03%	0.03%	0.03%	Q2 2021	Q4 2021	3
Windsor Capital Management, LLC	3	3	0.01%	0.02%	0.03%	Q2 2013	Q4 2013	3
EDMOND DE ROTHSCHILD HOLDING S.A.	3	3	0.00%	0.01%	0.01%	Q3 2015	Q1 2016	3
DIXON HUBARD FEINOUR & BROWN INC/VA	3	3	0.06%	0.06%	0.06%	Q4 2021	Q2 2022	3
Crew Capital Management, Ltd.	2	1	0.24%	0.27%	0.31%	Q1 2022	Q2 2023	3
EWA, LLC	3	3	0.68%	0.69%	0.70%	Q1 2023	Q3 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.48%	1.07%	1.48%	Q4 2021	Q2 2022	3
Delta Dental Plan of Michigan, Inc.	3	3	13.69%	14.19%	14.56%	Q4 2017	Q2 2018	3
VeraBank, N.A.	3	3	0.09%	0.23%	0.49%	Q1 2023	Q3 2023	3
CABOT WEALTH MANAGEMENT INC	3	3	0.06%	0.07%	0.08%	Q2 2013	Q4 2013	3
FutureAdvisor, Inc.	3	3	0.05%	0.06%	0.07%	Q1 2015	Q3 2015	3
Prosperity Consulting Group, LLC	2	1	0.12%	0.38%	0.79%	Q4 2021	Q3 2023	3
Boston Trust Walden Corp	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
Capula Management Ltd	2	1	1.42%	10.16%	26.20%	Q4 2015	Q1 2017	3
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.06%	0.16%	Q2 2019	Q1 2023	3
WIPFLI FINANCIAL ADVISORS LLC,	3	3	0.02%	0.03%	0.04%	Q1 2022	Q3 2022	3
First Heartland Consultants, Inc.	2	1	0.00%	0.03%	0.04%	Q2 2013	Q2 2021	3
Cypress Point Wealth Management, LLC	2	1	0.01%	0.13%	0.22%	Q4 2020	Q3 2021	3
Antonetti Capital Management LLC	2	1	0.32%	0.34%	0.36%	Q2 2010	Q4 2021	3
Cornerstone Planning Group LLC	2	1	0.58%	0.82%	1.17%	Q4 2022	Q3 2023	3
EDMOND DE ROTHSCHILD (SUISSE) S.A.	3	3	0.05%	0.07%	0.08%	Q3 2015	Q1 2016	3
Jolley Asset Management, LLC	3	3	0.01%	0.04%	0.06%	Q4 2017	Q2 2018	3
Sierra Capital LLC	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
Financial Gravity Companies, Inc.	2	1	0.00%	0.01%	0.01%	Q4 2017	Q4 2018	3
Rikoon Group, LLC	3	3	0.26%	0.32%	0.44%	Q3 2016	Q1 2017	3
East Coast Asset Management, LLC.	3	3	0.03%	0.04%	0.07%	Q4 2012	Q2 2013	3
Pacific Center for Financial Services	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Greenwich Wealth Management LLC	3	3	0.03%	0.03%	0.04%	Q2 2013	Q4 2013	3
Convergent Wealth Advisors	3	3	0.18%	0.22%	0.27%	Q1 2015	Q3 2015	3
SHAKESPEARE WEALTH MANAGEMENT, INC.	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
Sheets Smith Investment Management	2	1	13.36%	14.36%	15.72%	Q4 2020	Q1 2022	3
Transform Wealth, LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Alpine Global Management, LLC	2	1	0.09%	0.22%	0.31%	Q1 2017	Q2 2023	3
NCM Capital Management, LLC	3	3	0.74%	0.96%	1.32%	Q1 2022	Q3 2022	3
Canton Hathaway, LLC	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	2	1	0.01%	0.03%	0.06%	Q4 2020	Q4 2021	3
Quantinno Capital Management LP	3	3	0.03%	0.07%	0.08%	Q1 2023	Q3 2023	3
Cardan Capital Partners, LLC	3	3	1.01%	1.05%	1.08%	Q1 2018	Q3 2018	3
PSI Advisors, LLC	2	1	0.01%	0.02%	0.04%	Q4 2019	Q1 2023	3
Kraft, Davis & Associates, LLC	2	1	2.04%	2.14%	2.22%	Q4 2022	Q3 2023	3
Winch Advisory Services, LLC	2	1	0.00%	0.24%	0.70%	Q1 2015	Q3 2023	3
BIP Wealth, LLC	3	3	0.02%	0.03%	0.05%	Q1 2023	Q3 2023	3
MENORA MIVTACHIM HOLDINGS LTD.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Peloton Wealth Strategists	3	3	0.71%	0.73%	0.74%	Q1 2023	Q3 2023	3
Verity Asset Management, Inc.	2	1	0.24%	0.28%	0.33%	Q3 2015	Q3 2018	3
CANTOR FITZGERALD, L. P.	3	3	0.02%	0.02%	0.03%	Q2 2022	Q4 2022	3
Kalos Management, Inc.	2	1	0.03%	0.05%	0.06%	Q4 2015	Q4 2021	3
Friedenthal Financial	3	3	0.42%	0.51%	0.58%	Q1 2020	Q3 2020	3
Roundview Capital LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
SCOTIA CAPITAL INC.	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
RAYMOND JAMES TRUST CO. OF NH	3	3	4.15%	4.21%	4.25%	Q1 2022	Q3 2022	3
Matisse Capital	2	1	0.13%	0.15%	0.19%	Q1 2022	Q3 2023	3
Probity Advisors, Inc.	2	1	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	3
Perennial Advisors, LLC	3	3	0.07%	0.07%	0.08%	Q1 2023	Q3 2023	3
Hamilton Point Investment Advisors, LLC	3	3	0.15%	0.16%	0.16%	Q1 2023	Q3 2023	3
WealthOne, LLC	1	1	0.05%	0.17%	0.24%	Q4 2018	Q4 2020	3
Jane Street Holding, LLC	2	2	0.00%	0.22%	0.44%	Q2 2013	Q3 2013	3
CKW FINANCIAL GROUP	1	1	0.00%	0.04%	0.10%	Q1 2014	Q2 2017	3
Secrest Blakey & Associates, LLC	3	3	0.09%	0.09%	0.10%	Q1 2019	Q3 2019	3
Copperwynd Financial, LLC	2	1	0.49%	2.29%	3.24%	Q4 2022	Q3 2023	3
HC FINANCIAL ADVISORS INC	3	3	0.02%	0.02%	0.02%	Q1 2020	Q3 2020	3
HBC Financial Services, PLLC	2	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	3
Newport Wealth Strategies, Inc.	3	3	0.26%	0.37%	0.44%	Q4 2017	Q2 2018	3
Aristotle Atlantic Partners, LLC	1	1	0.02%	0.11%	0.28%	Q4 2021	Q4 2022	3
Stanley-Laman Group, Ltd.	2	1	0.05%	0.10%	0.12%	Q4 2015	Q3 2023	3
PEOPLES FINANCIAL SERVICES CORP.	2	1	0.01%	0.01%	0.03%	Q3 2016	Q2 2017	3
LEO BROKERAGE, LLC	2	1	0.30%	0.34%	0.38%	Q1 2022	Q2 2023	3
Acorn Wealth Advisors, LLC	3	3	0.06%	0.06%	0.07%	Q4 2017	Q2 2018	3
Requisite Capital Management, LLC	2	1	0.00%	0.33%	0.52%	Q1 2019	Q1 2022	3
Independent Portfolio Consultants, Inc.	2	1	0.03%	0.15%	0.27%	Q1 2014	Q4 2016	3
Wealthstreet Investment Advisors, LLC	3	3	1.18%	1.20%	1.22%	Q3 2021	Q1 2022	3
CMC Financial Group	3	3	1.33%	2.20%	3.71%	Q4 2018	Q2 2019	3
Marks Group Wealth Management, Inc	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Fort Sheridan Advisors LLC	2	1	0.05%	0.05%	0.06%	Q4 2021	Q3 2023	3
Suncoast Equity Management	3	3	0.10%	0.18%	0.27%	Q1 2023	Q3 2023	3
NextCapital Advisers, Inc.	3	3	2.06%	15.52%	22.84%	Q1 2018	Q3 2018	3
Sanctuary Wealth Management, L.L.C.	1	1	0.01%	0.01%	0.01%	Q1 2010	Q2 2023	3
Argent Wealth Management LLC	3	3	1.65%	1.82%	1.99%	Q4 2019	Q2 2020	3
CIDEL ASSET MANAGEMENT INC	3	3	0.05%	0.06%	0.06%	Q1 2023	Q3 2023	3
FolioMetrix LLC	3	3	3.14%	3.59%	4.06%	Q4 2014	Q2 2015	3
Unified Trust Company, N.A.	3	3	0.13%	0.13%	0.13%	Q1 2021	Q3 2021	3
PRIVATE MANAGEMENT GROUP INC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Cascade Investment Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q3 2019	Q1 2020	3
TANDEM CAPITAL MANAGEMENT CORP /ADV	3	3	0.14%	0.16%	0.20%	Q1 2023	Q3 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.10%	0.12%	0.13%	Q4 2017	Q3 2018	3
J.P. Turner & Co Capital Mnagement, LLC	2	1	0.24%	0.28%	0.38%	Q4 2014	Q3 2015	3
Valentine Capital Asset Management, Inc.	2	1	0.04%	0.09%	0.12%	Q2 2012	Q4 2015	3
Great Diamond Partners, LLC	1	1	0.04%	0.09%	0.16%	Q4 2019	Q4 2022	3
Bray Capital Advisors	2	1	0.00%	0.00%	0.00%	Q2 2015	Q1 2018	3
Yellowstone Partners, LLC	2	1	0.19%	0.21%	0.24%	Q3 2016	Q4 2017	3
FMA ADVISORY INC	3	3	0.07%	0.07%	0.08%	Q3 2020	Q1 2021	3
Carson Advisory Inc.	2	1	0.19%	0.20%	0.22%	Q4 2021	Q3 2023	3
Cordatus Wealth Management LLC	1	1	0.72%	0.84%	0.98%	Q1 2022	Q2 2023	3
WFA Asset Management Corp	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
SageGuard Financial Group, LLC	3	3	0.21%	0.22%	0.24%	Q4 2020	Q2 2021	3
Highmount Capital, LLC	3	3	0.10%	0.10%	0.10%	Q2 2013	Q4 2013	3
DRIVE WEALTH MANAGEMENT, LLC	3	3	0.11%	0.13%	0.14%	Q1 2023	Q3 2023	3
GW&K Investment Management, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Strategic Financial Concepts, LLC	3	3	0.14%	0.15%	0.16%	Q1 2023	Q3 2023	3
Ruggie Capital Group	2	1	0.01%	0.03%	0.03%	Q2 2015	Q4 2018	3
HATTON CONSULTING, INC.	3	3	0.55%	0.58%	0.60%	Q1 2021	Q3 2021	3
Redhawk Wealth Advisors, Inc.	2	1	0.00%	1.72%	2.65%	Q2 2019	Q3 2023	3
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	2	1	0.14%	0.17%	0.22%	Q1 2020	Q1 2021	3
Fidelis Capital Partners, LLC	3	3	0.50%	0.54%	0.57%	Q1 2023	Q3 2023	3
Cardinal Point Capital Management ULC	3	3	0.07%	0.11%	0.16%	Q1 2023	Q3 2023	3
Asset Allocation Strategies LLC	2	1	0.42%	0.42%	0.42%	Q4 2022	Q3 2023	3
Trek Financial, LLC	1	1	0.02%	0.09%	0.17%	Q4 2020	Q3 2023	3
SYMPHONY ASSET MANAGEMENT LLC	1	1	0.04%	0.07%	0.11%	Q3 2013	Q3 2014	3
Glass Jacobson Investment Advisors llc	2	1	0.74%	0.81%	0.87%	Q4 2022	Q3 2023	3
PGIM Custom Harvest LLC	2	1	0.01%	0.02%	0.03%	Q4 2022	Q3 2023	3
Lebenthal Asset Management, LLC	3	3	0.03%	0.04%	0.04%	Q3 2016	Q1 2017	3
Tilson Financial Group, Inc.	2	1	1.71%	1.83%	1.92%	Q4 2022	Q3 2023	3
MRP Capital Investments, LLC	3	3	0.09%	0.10%	0.11%	Q4 2022	Q2 2023	3
McGinn Penninger Investment Management, Inc.	3	3	0.40%	0.43%	0.49%	Q1 2021	Q3 2021	3
WEXFORD CAPITAL LP	2	1	1.07%	1.60%	2.58%	Q3 2022	Q2 2023	3
Delta Financial Group, Inc.	2	1	0.31%	0.32%	0.32%	Q4 2022	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
SPRING CREEK CAPITAL LLC	3	3	0.04%	0.14%	0.22%	Q2 2018	Q4 2018	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.12%	0.13%	0.14%	Q1 2023	Q3 2023	3
Inscription Capital, LLC	2	1	0.00%	0.01%	0.03%	Q4 2018	Q2 2021	3
Novak Financial Planning, LLC	3	3	0.38%	0.40%	0.42%	Q4 2020	Q2 2021	3
ZRC WEALTH MANAGEMENT, LLC	3	3	1.29%	1.36%	1.40%	Q1 2023	Q3 2023	3
Noble Family Wealth, LLC	3	3	1.09%	1.13%	1.17%	Q1 2023	Q3 2023	3
Ruggaard & Associates LLC	3	3	3.06%	3.17%	3.25%	Q1 2023	Q3 2023	3
Lokken Investment Group LLC	2	1	0.22%	0.22%	0.23%	Q1 2012	Q1 2021	3
Genesis Wealth Advisors, LLC	3	3	0.26%	0.27%	0.29%	Q4 2014	Q2 2015	3
SJS Investment Consulting Inc.	3	3	0.02%	0.04%	0.05%	Q1 2023	Q3 2023	3
Empire Financial Management Company, LLC	3	3	0.19%	0.20%	0.21%	Q1 2023	Q3 2023	3
ICA Group Wealth Management, LLC	3	3	0.01%	0.01%	0.01%	Q4 2022	Q2 2023	3
Consolidated Portfolio Review Corp	3	3	2.58%	2.65%	2.72%	Q1 2023	Q3 2023	3
PFG Investments, LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
I.G. INVESTMENT MANAGEMENT, LTD.	3	3	0.01%	0.01%	0.01%	Q1 2015	Q3 2015	3
Pine Valley Investments Ltd Liability Co	3	3	0.30%	0.35%	0.43%	Q1 2023	Q3 2023	3
Fifth Third Wealth Advisors LLC	3	3	0.76%	0.94%	1.29%	Q2 2023	Q4 2023	3
Pinnacle Private Wealth, LLC	3	3	1.95%	2.00%	2.10%	Q4 2021	Q2 2022	3
Nilsine Partners, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Laurel Wealth Planning LLC	2	1	0.03%	0.03%	0.04%	Q3 2021	Q3 2022	3
Sound View Wealth Advisors, LLC	2	2	0.72%	0.74%	0.76%	Q4 2018	Q1 2019	2
Quantitative Investment Management, LLC	1	1	0.11%	0.35%	0.59%	Q2 2018	Q4 2018	2
Eagle Ridge Investment Management	1	1	0.02%	0.03%	0.04%	Q3 2020	Q4 2021	2
DRW Securities, LLC	1	1	0.19%	0.21%	0.23%	Q3 2013	Q1 2014	2
Courage Miller Partners, LLC	2	2	0.08%	0.08%	0.08%	Q4 2021	Q1 2022	2
Cardinal Capital Management	2	2	0.10%	0.11%	0.11%	Q3 2020	Q4 2020	2
Banyan Partners, LLC	2	2	0.15%	0.18%	0.21%	Q3 2013	Q4 2013	2
Efficient Market Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q3 2014	Q3 2015	2
STERNE AGEE GROUP, INC.	2	2	0.27%	0.28%	0.29%	Q2 2013	Q3 2013	2
Coe Capital Management, LLC	2	2	0.34%	0.35%	0.35%	Q2 2019	Q3 2019	2
Spot Trading L.L.C	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	2
SFMG, LLC	1	1	0.02%	0.03%	0.04%	Q4 2021	Q4 2022	2
Axiom Investment Management LLC	2	2	0.01%	0.02%	0.02%	Q1 2019	Q2 2019	2
XR Securities LLC	1	1	0.10%	0.17%	0.24%	Q2 2022	Q2 2022	2
Institute for Wealth Management, LLC.	1	1	0.02%	0.04%	0.06%	Q2 2013	Q4 2019	2
Manifold Partners, LLC	2	2	0.00%	0.01%	0.01%	Q3 2015	Q4 2015	2
R & A Capital Management, LLC	2	2	24.78%	24.92%	25.06%	Q2 2013	Q3 2013	2
VICUS CAPITAL	1	1	0.03%	0.80%	1.58%	Q1 2015	Q4 2020	2
WealthStone, Inc.	2	2	0.16%	0.16%	0.16%	Q4 2020	Q1 2021	2
Gilman Hill Asset Management, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Aurora Investment Management L.L.C.	2	2	46.56%	47.61%	48.65%	Q3 2015	Q4 2015	2
TIVERTON ASSET MANAGEMENT LLC	2	2	4.61%	4.89%	5.17%	Q2 2019	Q3 2019	2
Ergoteles LLC	1	1	0.18%	0.31%	0.44%	Q2 2021	Q2 2022	2
Headlands Technologies LLC	2	2	0.03%	0.04%	0.06%	Q4 2022	Q1 2023	2
Tuttle Capital Management, LLC	1	1	0.70%	1.66%	2.61%	Q2 2017	Q1 2018	2
FOUNDERS BANK & TRUST	2	2	0.01%	2.88%	5.76%	Q4 2013	Q1 2014	2
Fund Evaluation Group, LLC	2	2	0.79%	0.82%	0.85%	Q2 2013	Q3 2013	2
Heritage Wealth Advisors	2	2	0.18%	0.18%	0.18%	Q4 2014	Q1 2015	2
Coyle Financial Counsel LLC	2	2	0.97%	1.04%	1.12%	Q2 2019	Q3 2019	2
STRINGER ASSET MANAGEMENT, LLC	2	2	1.24%	1.96%	2.69%	Q1 2020	Q2 2020	2
Signator Financial Services, Inc.	2	2	1.45%	1.47%	1.48%	Q2 2013	Q3 2013	2
Stadion Money Management, LLC	2	2	1.95%	3.35%	4.76%	Q3 2013	Q4 2013	2
Lighthouse Financial Advisors, Inc.	1	1	0.06%	0.07%	0.08%	Q4 2019	Q4 2020	2
Arvest Bank Trust Division	2	2	0.06%	0.06%	0.06%	Q3 2019	Q4 2019	2
DSC Advisors, L.P.	2	2	0.13%	0.48%	0.84%	Q1 2016	Q2 2016	2
USA FINANCIAL FORMULAS	1	1	0.04%	0.12%	0.19%	Q3 2017	Q4 2021	2
Cypress Capital Management LLC (WY)	2	2	0.00%	0.00%	0.00%	Q4 2014	Q1 2015	2
NOESIS CAPITAL MANGEMENT CORP	2	2	0.07%	0.07%	0.08%	Q3 2021	Q4 2021	2
Prostatis Group LLC	1	1	0.08%	1.31%	2.55%	Q3 2020	Q2 2023	2
CUMBERLAND ADVISORS INC	2	2	7.02%	7.54%	8.06%	Q1 2014	Q2 2014	2
COOPER/HAIMS ADVISORS, LLC	1	1	0.13%	0.18%	0.22%	Q2 2021	Q4 2021	2
Cavalier Investments, LLC	1	1	0.78%	1.04%	1.29%	Q4 2016	Q3 2017	2
BALYASNY ASSET MANAGEMENT L.P.	2	2	0.00%	0.07%	0.14%	Q3 2017	Q4 2017	2
StrategIQ Financial Group, LLC	2	2	0.05%	0.08%	0.11%	Q2 2023	Q3 2023	2
CETERA INVESTMENT MANAGEMENT LLC	2	2	0.13%	0.15%	0.17%	Q4 2015	Q1 2016	2
QCM Cayman, Ltd.	2	2	0.25%	0.35%	0.45%	Q3 2020	Q4 2020	2
NOMURA HOLDINGS INC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2014	2
Bain Capital Public Equity Management, LLC	1	1	0.07%	0.14%	0.21%	Q2 2018	Q4 2018	2
American Financial Network Advisory Services LLC	2	2	0.04%	0.04%	0.04%	Q3 2017	Q4 2017	2
DAVIDSON INVESTMENT ADVISORS	1	1	0.00%	0.01%	0.02%	Q1 2017	Q4 2022	2
L2 Asset Management, LLC	2	2	0.34%	0.35%	0.36%	Q3 2022	Q4 2022	2
CABANA LLC	1	1	0.01%	0.02%	0.02%	Q4 2019	Q2 2020	2
HYMAN CHARLES D	2	2	0.01%	0.01%	0.02%	Q1 2023	Q2 2023	2
Russell Investments Group, Ltd.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	2
JUMP TRADING, LLC	1	1	0.22%	0.35%	0.47%	Q2 2019	Q1 2020	2
MOGY JOEL R INVESTMENT COUNSEL INC	1	1	0.00%	0.01%	0.02%	Q4 2021	Q1 2023	2
EASTERN BANK	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
Sicart Associates LLC	2	2	0.15%	0.15%	0.15%	Q2 2018	Q3 2018	2
ARGENT CAPITAL MANAGEMENT LLC	2	2	0.01%	0.02%	0.03%	Q3 2016	Q4 2016	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.98%	1.05%	1.12%	Q4 2014	Q1 2015	2
LeJeune Puetz Investment Counsel LLC	2	2	0.46%	0.46%	0.47%	Q2 2018	Q3 2018	2
MONEYWISE, INC.	2	2	0.13%	0.14%	0.14%	Q4 2021	Q1 2022	2
Johnson Financial Group, LLC	2	2	0.17%	0.18%	0.20%	Q2 2021	Q3 2021	2
MCIA Inc	2	2	10.33%	13.76%	17.20%	Q4 2022	Q1 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.63%	0.77%	0.92%	Q2 2013	Q3 2013	2
DeDora Capital, Inc.	1	1	0.02%	0.03%	0.03%	Q4 2019	Q1 2022	2
Diametric Capital, LP	1	1	0.16%	0.26%	0.35%	Q2 2019	Q3 2022	2
CenterStar Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	2
Claraphi Advisory Network, LLC	1	1	0.01%	0.01%	0.02%	Q3 2019	Q1 2020	2
FIDUCIENT ADVISORS LLC	1	1	0.10%	0.12%	0.13%	Q4 2022	Q3 2023	2
Virtue Capital Management, LLC	2	2	0.03%	0.03%	0.03%	Q4 2017	Q1 2018	2
180 WEALTH ADVISORS, LLC	2	2	0.04%	0.05%	0.05%	Q2 2021	Q3 2021	2
Kabarec Financial Advisors, Ltd.	2	2	0.01%	0.01%	0.01%	Q1 2018	Q2 2018	2
ExodusPoint Capital Management, LP	2	2	0.01%	0.01%	0.02%	Q1 2021	Q2 2021	2
Braun-Bostich & Associates Inc.	1	1	0.00%	0.05%	0.09%	Q2 2020	Q4 2021	2
Quad-Cities Investment Group, LLC	2	2	0.03%	0.03%	0.04%	Q2 2019	Q3 2019	2
All Season Financial Advisors, Inc.	1	1	0.86%	3.05%	5.24%	Q2 2022	Q2 2023	2
SECURITY NATIONAL BANK OF SO DAK	2	2	3.88%	3.92%	3.96%	Q4 2019	Q1 2020	2
HHM Wealth Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
Cynosure Group, LLC	2	2	3.43%	3.45%	3.48%	Q2 2023	Q3 2023	2
Ferguson Shapiro LLC	2	2	0.98%	1.90%	2.83%	Q3 2020	Q4 2020	2
tru Independence LLC	1	1	0.05%	0.07%	0.10%	Q4 2019	Q3 2020	2
Keudell/Morrison Wealth Management	1	1	0.14%	0.24%	0.33%	Q4 2021	Q4 2022	2
Auour Investments LLC	2	2	0.76%	0.77%	0.78%	Q2 2023	Q3 2023	2
Banque Cantonale Vaudoise	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Paragon Advisors, LLC	1	1	0.61%	2.17%	3.74%	Q3 2020	Q2 2022	2
Laidlaw Wealth Management LLC	1	1	0.04%	0.09%	0.15%	Q4 2019	Q4 2021	2
Future Financial Wealth Managment LLC	2	2	3.24%	3.31%	3.38%	Q2 2023	Q3 2023	2
Lion Street Advisors, LLC	2	2	0.38%	0.40%	0.41%	Q1 2023	Q2 2023	2
Private Wealth Strategies, L.L.C.	2	2	0.06%	0.06%	0.06%	Q3 2022	Q4 2022	2
Capital Wealth Alliance, LLC	2	2	0.77%	0.79%	0.80%	Q2 2023	Q3 2023	2
Goodwin Investment Advisory	2	2	0.04%	0.04%	0.04%	Q2 2022	Q3 2022	2
Seven Springs Wealth Group, LLC	2	2	0.12%	0.12%	0.13%	Q4 2019	Q1 2020	2
Aspen Grove Capital, LLC	2	2	0.33%	0.35%	0.37%	Q2 2023	Q3 2023	2
Elequin Capital, LP	1	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	2
Davis Capital Management	2	2	0.02%	0.03%	0.03%	Q1 2020	Q2 2020	2
Vise Technologies, Inc.	2	2	0.17%	0.21%	0.25%	Q2 2023	Q3 2023	2
Atlas Private Wealth Advisors	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
Fortis Group Advisors, LLC	1	1	0.21%	0.22%	0.24%	Q3 2020	Q3 2023	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q3 2022	2
Sunflower Bank, N.A.	2	2	0.13%	0.16%	0.20%	Q2 2020	Q3 2020	2
Capital Advisors Wealth Management, LLC	2	2	0.22%	1.43%	2.64%	Q2 2023	Q3 2023	2
Planned Solutions, Inc.	2	2	0.02%	0.02%	0.02%	Q3 2020	Q4 2020	2
GoalVest Advisory LLC	2	2	0.02%	0.05%	0.09%	Q3 2023	Q4 2023	2
Oak Harvest Investment Services	1	1	0.05%	0.05%	0.05%	Q4 2021	Q2 2023	2
STABLEFORD CAPITAL II LLC	2	2	0.19%	0.20%	0.21%	Q2 2021	Q3 2021	2
Mach-1 Financial Group, LLC	2	2	0.02%	0.02%	0.03%	Q2 2022	Q3 2022	2
Latitude Advisors, LLC	2	2	0.19%	0.24%	0.28%	Q2 2023	Q3 2023	2
Opal Wealth Advisors, LLC	1	1	0.17%	0.19%	0.22%	Q4 2022	Q3 2023	2
COWA, LLC	2	2	0.02%	0.02%	0.03%	Q4 2020	Q1 2021	2
OneAscent Wealth Management LLC	2	2	0.10%	0.14%	0.18%	Q4 2020	Q1 2021	2
Bickling Financial Services, Inc.	2	2	0.12%	0.14%	0.15%	Q1 2021	Q2 2021	2
Bridge Advisory, LLC	1	1	0.08%	0.10%	0.12%	Q3 2022	Q3 2023	2
Naviter Wealth, LLC	2	2	0.10%	0.90%	1.70%	Q4 2022	Q1 2023	2
Pallas Capital Advisors LLC	2	2	0.01%	0.04%	0.06%	Q2 2023	Q3 2023	2
Invst, LLC	2	2	0.03%	0.03%	0.03%	Q2 2021	Q3 2021	2
McElhenny Sheffield Capital Management, LLC	1	1	0.06%	0.07%	0.09%	Q4 2021	Q4 2022	2
Financial Planners of Cleveland, Inc.	2	2	0.48%	1.08%	1.68%	Q4 2021	Q1 2022	2
Atlantic Private Wealth, LLC	2	2	0.05%	0.06%	0.06%	Q2 2023	Q3 2023	2
STUDIO INVESTMENT MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
WIN ADVISORS, INC	1	1	0.00%	0.17%	0.33%	Q1 2022	Q1 2023	2
CarsonAllaria Wealth Management, Ltd.	2	2	0.01%	0.02%	0.02%	Q2 2023	Q3 2023	2
Legacy CG, LLC	1	1	0.05%	0.05%	0.06%	Q4 2021	Q2 2022	2
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	2	2	0.19%	0.20%	0.20%	Q4 2021	Q1 2022	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.16%	0.17%	0.18%	Q4 2021	Q1 2022	2
Kearns & Associates LLC	2	2	1.51%	1.54%	1.57%	Q4 2021	Q1 2022	2
RESOLUTE FINANCIAL, LLC	2	2	0.19%	0.19%	0.19%	Q4 2021	Q1 2022	2
Red Tortoise LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Psagot Value Holdings Ltd. / (Israel)	2	2	0.08%	0.08%	0.08%	Q2 2023	Q3 2023	2
Vienna Asset Management LLC	2	2	0.03%	1.46%	2.88%	Q4 2021	Q1 2022	2
Integrity Financial Corp /WA	2	2	0.03%	0.03%	0.03%	Q1 2023	Q2 2023	2
Coury Firm Asset Management LLC	2	2	0.36%	0.37%	0.38%	Q2 2023	Q3 2023	2
FSC Wealth Advisors, LLC	2	2	3.26%	5.87%	8.49%	Q4 2021	Q1 2022	2
Worth Asset Management, LLC	2	2	0.01%	0.02%	0.03%	Q1 2022	Q2 2022	2
Astoria Portfolio Advisors LLC.	2	2	0.08%	0.08%	0.09%	Q1 2023	Q2 2023	2
INVICTUS PRIVATE WEALTH, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
PRESILIUM PRIVATE WEALTH, LLC	2	2	0.20%	0.21%	0.22%	Q2 2023	Q3 2023	2
Azimuth Capital Investment Management LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Coppell Advisory Solutions Corp.	2	2	0.18%	0.20%	0.21%	Q4 2022	Q1 2023	2
Citizens Business Bank	2	2	0.09%	0.10%	0.10%	Q4 2015	Q1 2016	2
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Fiduciary Alliance LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q2 2023	2
Olistico Wealth, LLC	2	2	0.23%	0.23%	0.24%	Q4 2022	Q1 2023	2
Riverview Capital Advisers, LLC	1	1	0.14%	2.77%	5.41%	Q4 2021	Q3 2023	2
Icon Wealth Advisors, LLC	2	2	0.34%	0.35%	0.36%	Q3 2022	Q4 2022	2
Arcadia Wealth Management, LLC	2	2	5.89%	5.89%	5.89%	Q2 2023	Q3 2023	2
B.O.S.S. Retirement Advisors, LLC	2	2	0.05%	0.06%	0.07%	Q1 2023	Q2 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.01%	0.01%	0.02%	Q4 2022	Q1 2023	2
25 LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Values Added Financial LLC	2	2	0.22%	0.23%	0.24%	Q2 2023	Q3 2023	2
Strategies Wealth Advisors, LLC	2	2	0.13%	0.14%	0.14%	Q2 2023	Q3 2023	2
PCA Investment Advisory Services Inc.	2	2	0.14%	0.16%	0.17%	Q2 2023	Q3 2023	2
ABLE Financial Group, LLC	2	2	0.11%	0.12%	0.12%	Q2 2023	Q3 2023	2
Atomi Financial Group, Inc.	2	2	0.18%	0.22%	0.26%	Q2 2023	Q3 2023	2
ORG Partners LLC	2	2	0.06%	0.07%	0.09%	Q2 2023	Q3 2023	2
Kensington Asset Management, LLC	2	2	3.34%	6.58%	9.82%	Q1 2023	Q2 2023	2
Nemes Rush Group LLC	2	2	0.00%	0.01%	0.02%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.01%	0.04%	0.08%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.43%	0.44%	0.44%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.19%	0.27%	0.36%	Q2 2023	Q3 2023	2
SEVEN MILE ADVISORY	2	2	0.87%	0.90%	0.92%	Q2 2023	Q3 2023	2
PFW Advisors LLC	2	2	7.31%	7.41%	7.50%	Q2 2023	Q3 2023	2
Rappaport Reiches Capital Management, LLC	2	2	0.10%	0.12%	0.14%	Q1 2022	Q2 2022	2
Dechtman Wealth Management, LLC	2	2	0.11%	0.11%	0.11%	Q2 2023	Q3 2023	2
CGC Financial Services, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
IAMS WEALTH MANAGEMENT, LLC	2	2	0.64%	0.71%	0.77%	Q2 2023	Q3 2023	2
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2018	2
NORTHEAST INVESTMENT MANAGEMENT	2	2	0.07%	0.07%	0.07%	Q2 2023	Q3 2023	2
MJP ASSOCIATES INC /ADV	2	2	2.50%	2.69%	2.88%	Q2 2023	Q3 2023	2
HUDSON EDGE INVESTMENT PARTNERS INC.	2	2	0.94%	0.95%	0.96%	Q3 2020	Q4 2020	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.13%	0.14%	0.14%	Q1 2021	Q2 2021	2
PEREGRINE CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2022	2
NORTHERN TRUST CO OF CONNECTICUT	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
LODESTAR INVESTMENT COUNSEL LLC/IL	2	2	0.07%	0.08%	0.09%	Q2 2018	Q3 2018	2
BBVA USA	2	2	3.99%	4.01%	4.02%	Q2 2021	Q3 2021	2
COMMERZBANK AKTIENGESELLSCHAFT /FI	2	2	0.01%	0.02%	0.03%	Q4 2013	Q1 2014	2
ROCKEFELLER FINANCIAL SERVICES INC	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
UNITED BANK, INC.	2	2	0.30%	0.30%	0.30%	Q2 2017	Q3 2017	2
Atlantic Union Bankshares Corp	2	2	0.20%	0.20%	0.20%	Q2 2021	Q3 2021	2
ING GROEP NV	2	2	0.07%	0.07%	0.08%	Q1 2018	Q2 2018	2
ABNER HERRMAN & BROCK LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
PRUDENTIAL PLC	2	2	0.02%	0.03%	0.04%	Q2 2023	Q3 2023	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
PRIVATE ASSET MANAGEMENT INC	2	2	0.03%	0.03%	0.03%	Q3 2020	Q4 2020	2
DUNCKER STREETT & CO INC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
HOLLAND CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.02%	Q3 2015	Q4 2016	2
IMC-Chicago, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	2
TIAA TRUST, NATIONAL ASSOCIATION	1	1	2.21%	2.21%	2.21%	Q3 2023	Q3 2023	1
Tradewinds, LLC.	1	1	0.36%	0.36%	0.36%	Q4 2022	Q4 2022	1
Arlington Trust Co LLC	1	1	0.43%	0.43%	0.43%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Higher Moment Aurora Fund, LP	1	1	8.79%	8.79%	8.79%	Q3 2017	Q3 2017	1
ROGCO, LP	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Balboa Wealth Partners	1	1	0.14%	0.14%	0.14%	Q3 2022	Q3 2022	1
FIDELITY D & D BANCORP INC	1	1	2.61%	2.61%	2.61%	Q3 2023	Q3 2023	1
United Community Bank	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Lakeshore Financial Planning, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Allen Mooney & Barnes Investment Advisors LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
CATALYST FINANCIAL PARTNERS LLC	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
OPUS INVESTMENT MANAGEMENT INC	1	1	4.84%	4.84%	4.84%	Q4 2014	Q4 2014	1
Kingsbury Capital Investment Advisors LLC	1	1	0.27%	0.27%	0.27%	Q1 2022	Q1 2022	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Permit Capital Advisors, LLC	1	1	0.85%	0.85%	0.85%	Q1 2022	Q1 2022	1
Safeguard Financial, LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Glassy Mountain Advisors, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Doman Group, LLC	1	1	0.46%	0.46%	0.46%	Q4 2021	Q4 2021	1
AlphaCentric Advisors LLC	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
COMPASS FINANCIAL ADVISORS LLC	1	1	0.23%	0.23%	0.23%	Q4 2021	Q4 2021	1
BluePath Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Guardian Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Disciplined Equity Management, Inc.	1	1	0.27%	0.27%	0.27%	Q4 2021	Q4 2021	1
Banco BTG Pactual S.A.	1	1	0.22%	0.22%	0.22%	Q1 2023	Q1 2023	1
JOURNEY STRATEGIC WEALTH LLC	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
Cardinal Point Wealth Management Partners, LLC	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
Leverty Financial Group, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
Scissortail Wealth Management, LLC	1	1	0.14%	0.14%	0.14%	Q3 2022	Q3 2022	1
Transparent Wealth Partners LLC	1	1	1.75%	1.75%	1.75%	Q1 2022	Q1 2022	1
Endowment Wealth Management, Inc.	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
Highview Capital Management LLC/DE/	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
Masso Torrence Wealth Management Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Baillie Gifford	1	1	0.03%	0.03%	0.03%	Q1 2016	Q1 2016	1
MWA Asset Management	1	1	1.32%	1.32%	1.32%	Q3 2023	Q3 2023	1
BURKE & HERBERT BANK & TRUST CO	1	1	0.23%	0.23%	0.23%	Q4 2019	Q4 2019	1
VISTA FINANCE, LLC	1	1	0.40%	0.40%	0.40%	Q2 2023	Q2 2023	1
Smith Group Asset Management, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Strong Tower Advisory Services	1	1	2.45%	2.45%	2.45%	Q2 2022	Q2 2022	1
Delos Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
J Arnold Wealth Management Co	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.37%	0.37%	0.37%	Q3 2016	Q3 2016	1
Boulder Wealth Advisors, LLC	1	1	4.45%	4.45%	4.45%	Q4 2022	Q4 2022	1
WealthTrust Asset Management, LLC	1	1	0.47%	0.47%	0.47%	Q3 2023	Q3 2023	1
Financial Consulate Inc.	1	1	0.20%	0.20%	0.20%	Q2 2021	Q2 2021	1
Eagle Bay Advisors LLC	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
MONUMENTAL FINANCIAL GROUP INC.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Optiver Holding B.V.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Guardian Wealth Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q1 2021	Q1 2021	1
WCG Wealth Advisors LLC	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
High Pines Wealth Management, LLC	1	1	0.15%	0.15%	0.15%	Q3 2021	Q3 2021	1
South Shore Capital Advisors	1	1	1.21%	1.21%	1.21%	Q3 2021	Q3 2021	1
Twin Lakes Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Safeguard Investment Advisory Group, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
OAK FAMILY ADVISORS, LLC	1	1	0.10%	0.10%	0.10%	Q2 2021	Q2 2021	1
WEST CHESTER CAPITAL ADVISORS, INC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
Greystone Financial Group, LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
APOGEM CAPITAL LLC	1	1	0.88%	0.88%	0.88%	Q4 2021	Q4 2021	1
Weatherstone Capital Management	1	1	0.16%	0.16%	0.16%	Q2 2018	Q2 2018	1
COLLECTIVE FAMILY OFFICE LLC	1	1	0.16%	0.16%	0.16%	Q4 2020	Q4 2020	1
Montis Financial, LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Precision Wealth Strategies, LLC	1	1	0.41%	0.41%	0.41%	Q3 2023	Q3 2023	1
ForthRight Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Financial Network Wealth Management LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Newman & Schimel, LLC	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Legacy Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
SOUNDMARK WEALTH MANAGEMENT, LLC	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
Rise Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Berger Financial Group, Inc	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
ARROW FINANCIAL CORP	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Amalgamated Financial Corp.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Gleason Group, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Klaas Financial Asset Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Richard P Slaughter Associates Inc	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Inspire Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	1	1	0.25%	0.25%	0.25%	Q3 2018	Q3 2018	1
Trinity Financial Advisors LLC	1	1	0.58%	0.58%	0.58%	Q4 2020	Q4 2020	1
TFG Advisers LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
swisspartners Advisors Ltd	1	1	0.45%	0.45%	0.45%	Q4 2019	Q4 2019	1
Stewart Asset Management, LLC	1	1	0.71%	0.71%	0.71%	Q4 2022	Q4 2022	1
MATTERN CAPITAL MANAGEMENT, LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
HOLT-SMITH ADVISORS INC	1	1	15.07%	15.07%	15.07%	Q2 2013	Q2 2013	1
Menard Financial Group LLC	1	1	0.51%	0.51%	0.51%	Q4 2019	Q4 2019	1
1776 Wealth LLC	1	1	0.04%	0.04%	0.04%	Q2 2020	Q2 2020	1
Essex Private Wealth Management, LLC	1	1	0.18%	0.18%	0.18%	Q4 2021	Q4 2021	1
CWS Financial Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
FAYEZ SAROFIM & CO	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Provident Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Professional Financial Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Chapwood Capital Investment Management, LLC	1	1	1.71%	1.71%	1.71%	Q4 2019	Q4 2019	1
Watson Rebecca	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Gallagher Fiduciary Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
MOULTON WEALTH MANAGEMENT, INC	1	1	0.25%	0.25%	0.25%	Q4 2019	Q4 2019	1
Gyon Technologies Capital Management, LP	1	1	0.55%	0.55%	0.55%	Q4 2021	Q4 2021	1
Red Door Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
PNC Managed Account Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
MBE Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Jupiter Wealth Management LLC	1	1	0.68%	0.68%	0.68%	Q3 2023	Q3 2023	1
RDA Financial Network	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
BLUE SQUARE ASSET MANAGEMENT, LLC	1	1	0.06%	0.06%	0.06%	Q2 2020	Q2 2020	1
HOWARD FINANCIAL SERVICES, LTD.	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
American Financial Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Titan Capital Management, LLC /TX	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
HNP Capital LLC	1	1	0.12%	0.12%	0.12%	Q1 2020	Q1 2020	1
KAYS FINANCIAL ADVISORY CORP /ADV	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.07%	0.07%	0.07%	Q1 2017	Q1 2017	1
Miramar Capital, LLC	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.35%	0.35%	0.35%	Q3 2023	Q3 2023	1
Clarfeld Financial Advisors, LLC	1	1	0.20%	0.20%	0.20%	Q4 2018	Q4 2018	1
Bernardo Wealth Planning LLC	1	1	0.26%	0.26%	0.26%	Q1 2022	Q1 2022	1
PERSONAL FINANCIAL CONSULTANTS INC /ADV	1	1	0.65%	0.65%	0.65%	Q3 2018	Q3 2018	1
ASSET PLANNING CORPORATION	1	1	0.07%	0.07%	0.07%	Q4 2020	Q4 2020	1
EWG Elevate Inc.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Kozak & Associates, Inc.	1	1	4.09%	4.09%	4.09%	Q3 2022	Q3 2022	1
Questar Asset Management, Inc.	1	1	0.31%	0.31%	0.31%	Q4 2018	Q4 2018	1
Wealthfront Advisers LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Evolution Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Landsberg, Bennett, & Dubbaneh LLC	1	1	0.16%	0.16%	0.16%	Q1 2021	Q1 2021	1
NBC SECURITIES, INC.	1	1	0.40%	0.40%	0.40%	Q3 2023	Q3 2023	1
VisionPoint Advisory Group, LLC	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
Boothe Investment Group, Inc.	1	1	0.12%	0.12%	0.12%	Q2 2021	Q2 2021	1
TAP Consulting, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
PARK NATIONAL CORP /OH/	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
GIRARD SECURITIES, INC.	1	1	0.21%	0.21%	0.21%	Q3 2016	Q3 2016	1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1	1	0.04%	0.04%	0.04%	Q2 2018	Q2 2018	1
Lee Capital Holdings LLC	1	1	0.20%	0.20%	0.20%	Q4 2020	Q4 2020	1
JGP Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Aquire Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Jump Trading, LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
Dash Acquisitions Inc.	1	1	0.14%	0.14%	0.14%	Q2 2021	Q2 2021	1
MinichMacGregor Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
FNY Investment Advisers, LLC	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
Fulcrum Equity Management	1	1	0.93%	0.93%	0.93%	Q3 2023	Q3 2023	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.40%	0.40%	0.40%	Q4 2017	Q4 2017	1
JANUS HENDERSON INVESTORS US LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
ANCHOR CAPITAL ADVISORS LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
STRATEGIC CAPITAL ADVISERS, INC.	1	1	0.06%	0.06%	0.06%	Q3 2019	Q3 2019	1
Vigilare Wealth Management	1	1	1.18%	1.18%	1.18%	Q3 2022	Q3 2022	1
CLEARY GULL INC.	1	1	2.05%	2.05%	2.05%	Q1 2015	Q1 2015	1
KNIGHT CAPITAL GROUP LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Mizuho Bank, Ltd.	1	1	7.60%	7.60%	7.60%	Q4 2018	Q4 2018	1
Rinkey Investments	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Claybrook Capital, LLC	1	1	0.74%	0.74%	0.74%	Q4 2018	Q4 2018	1
Foresight Wealth Management, LLC	1	1	0.25%	0.25%	0.25%	Q4 2018	Q4 2018	1
Tibra Equities Europe Ltd	1	1	2.03%	2.03%	2.03%	Q4 2020	Q4 2020	1
Garrett Wealth Advisory Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
GFS Private Wealth, LLC	1	1	5.70%	5.70%	5.70%	Q4 2017	Q4 2017	1
AI Financial Services LLC	1	1	0.43%	0.43%	0.43%	Q4 2017	Q4 2017	1
Blueshift Asset Management, LLC	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
Legacy Financial Strategies, LLC	1	1	0.09%	0.09%	0.09%	Q1 2022	Q1 2022	1
Aevitas Wealth Management, Inc.	1	1	0.12%	0.12%	0.12%	Q4 2018	Q4 2018	1
NORTH STAR ASSET MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q2 2015	Q2 2015	1
Shilanski & Associates, Inc.	1	1	0.29%	0.29%	0.29%	Q3 2022	Q3 2022	1
Islet Management, LP	1	1	1.64%	1.64%	1.64%	Q4 2019	Q4 2019	1
BRIDGEWAY CAPITAL MANAGEMENT, LLC	1	1	0.05%	0.05%	0.05%	Q3 2017	Q3 2017	1
FURE FINANCIAL CORP	1	1	2.12%	2.12%	2.12%	Q3 2020	Q3 2020	1
Measured Wealth Private Client Group, LLC	1	1	0.07%	0.07%	0.07%	Q3 2018	Q3 2018	1
MURPHY CAPITAL MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Slow Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
SHELTON CAPITAL MANAGEMENT	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
INTEGRATED WEALTH COUNSEL, LLC	1	1	0.05%	0.05%	0.05%	Q3 2013	Q3 2013	1
Alaska Permanent Capital Management	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
Gs Investments, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
PHILADELPHIA TRUST CO	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
Tufton Capital Management	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
Ipswich Investment Management Co., Inc.	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Peak Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Wedgewood Partners	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
SENTINEL TRUST CO LBA	1	1	0.06%	0.06%	0.06%	Q2 2014	Q2 2014	1
SANDERS MORRIS HARRIS LLC	1	1	0.09%	0.09%	0.09%	Q1 2016	Q1 2016	1
CHICAGO EQUITY PARTNERS LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Caption Management, LLC	1	1	0.33%	0.33%	0.33%	Q4 2022	Q4 2022	1
QUATTRO FINANCIAL ADVISORS LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Lake Hills Wealth Management, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
Arjuna Capital	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Pinnacle Wealth Advisors	1	1	1.93%	1.93%	1.93%	Q2 2021	Q2 2021	1
Financial Advisors Network, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
SOCIETE GENERALE	1	1	0.08%	0.08%	0.08%	Q2 2016	Q2 2016	1
Northwest Quadrant Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
TOWER TRUST Co	1	1	0.16%	0.16%	0.16%	Q1 2014	Q1 2014	1
PROFFITT & GOODSON INC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Omnia Family Wealth, LLC	1	1	2.09%	2.09%	2.09%	Q4 2022	Q4 2022	1
IRONWOOD INVESTMENT MANAGEMENT LLC	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
TELEMUS BEACON INVESTMENT Co LLC	1	1	4.33%	4.33%	4.33%	Q2 2013	Q2 2013	1
IMPAX ASSET MANAGEMENT LLC	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Vantage Financial Partners Ltd., Inc.	1	1	1.01%	1.01%	1.01%	Q4 2022	Q4 2022	1
First Bank & Trust	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
Meiji Yasuda Life Insurance Co	1	1	0.32%	0.32%	0.32%	Q3 2016	Q3 2016	1
GREAT WEST LIFE ASSURANCE CO /CAN/	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
Syverson Strege & Co	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
TURNER INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Hefty Wealth Partners	1	1	0.19%	0.19%	0.19%	Q4 2015	Q4 2015	1
Reby Advisors, LLC	1	1	0.42%	0.42%	0.42%	Q4 2020	Q4 2020	1
OLD MISSION CAPITAL, LLC	1	1	0.06%	0.06%	0.06%	Q4 2020	Q4 2020	1
SevenBridge Financial Group, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Elm Ridge Management, LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Greytown Advisors Inc.	1	1	0.20%	0.20%	0.20%	Q4 2016	Q4 2016	1
PRINCETON CAPITAL MANAGEMENT LLC	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
MASON STREET ADVISORS, LLC	1	1	0.16%	0.16%	0.16%	Q3 2013	Q3 2013	1
Coastal Bridge Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
Schonfeld Strategic Advisors LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Mount Lucas Management LP	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
GODSEY & GIBB, INC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Elefante Mark B	1	1	0.99%	0.99%	0.99%	Q2 2019	Q2 2019	1
DIAMOND HILL CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Hutchin Hill Capital, LP	1	1	2.61%	2.61%	2.61%	Q4 2017	Q4 2017	1
TRAN CAPITAL MANAGEMENT, L.P.	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Stokes & Hubbell Capital Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2019	Q1 2019	1
Ciovacco Capital Management LLC	1	1	2.11%	2.11%	2.11%	Q4 2020	Q4 2020	1
ZEKE CAPITAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Arcus Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
FIRST MERCANTILE TRUST CO	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	5.58%	5.58%	5.58%	Q2 2013	Q2 2013	1
Mariner Wealth Advisors-NYC, LLC	1	1	1.76%	1.76%	1.76%	Q1 2015	Q1 2015	1
ISTHMUS PARTNERS, LLC	1	1	0.05%	0.05%	0.05%	Q2 2019	Q2 2019	1
PARADIGM ASSET MANAGEMENT CO LLC	1	1	0.52%	0.52%	0.52%	Q2 2016	Q2 2016	1
CLEAR INVESTMENT RESEARCH, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Lebenthal Holdings,LLC	1	1	0.16%	0.16%	0.16%	Q2 2016	Q2 2016	1
Lebenthal Wealth Advisors, LLC	1	1	3.77%	3.77%	3.77%	Q2 2016	Q2 2016	1
GUARDIAN LIFE INSURANCE CO OF AMERICA	1	1	15.20%	15.20%	15.20%	Q4 2019	Q4 2019	1
FUKOKU MUTUAL LIFE INSURANCE Co	1	1	0.11%	0.11%	0.11%	Q2 2021	Q2 2021	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
CORRADO ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Bruderman Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
PERRITT CAPITAL MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
HIGH POINTE CAPITAL MANAGEMENT LLC	1	1	1.89%	1.89%	1.89%	Q4 2021	Q4 2021	1
GUGGENHEIM CAPITAL LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Bayesian Capital Management, LP	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
CFO4Life, L.P.	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
Greenhouse Funds LLLP	1	1	3.86%	3.86%	3.86%	Q4 2021	Q4 2021	1
Laffer Tengler Investments, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Hillman Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
SCOPUS ASSET MANAGEMENT, L.P.	1	1	0.37%	0.37%	0.37%	Q3 2021	Q3 2021	1
BlueCrest Capital Management Ltd	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
Grassi Investment Management	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Trust Asset Management LLC	1	1	0.53%	0.53%	0.53%	Q2 2018	Q2 2018	1
ATHERTON LANE ADVISERS, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
Welch Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
SIGNET MANAGEMENT USA, LLC	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Lodge Hill Capital, LLC	1	1	5.53%	5.53%	5.53%	Q2 2018	Q2 2018	1
VALENTINE VENTURES LLC	1	1	1.58%	1.58%	1.58%	Q4 2018	Q4 2018	1
Aris Wealth Services, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
UNIVEST FINANCIAL Corp	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
WestEnd Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Penserra Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Thor Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q3 2019	Q3 2019	1
Silver Bridge Capital Management LLC	1	1	0.44%	0.44%	0.44%	Q2 2013	Q2 2013	1
FinTrust Investment Advisory Services, LLC	1	1	1.10%	1.10%	1.10%	Q2 2013	Q2 2013	1
Chessman Wealth Strategies RIA	1	1	2.39%	2.39%	2.39%	Q4 2017	Q4 2017	1
Miramar Fiduciary Corp	1	1	0.50%	0.50%	0.50%	Q4 2018	Q4 2018	1
Bangor Savings Bank	1	1	0.13%	0.13%	0.13%	Q3 2013	Q3 2013	1
Indiana Trust & Investment Management CO	1	1	2.30%	2.30%	2.30%	Q3 2023	Q3 2023	1
Osborn Williams & Donohoe LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Rather & Kittrell, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
CIM, LLC	1	1	2.10%	2.10%	2.10%	Q1 2015	Q1 2015	1
Addenda Capital Inc.	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
Sather Financial Group Inc	1	1	0.53%	0.53%	0.53%	Q4 2013	Q4 2013	1
Buck Wealth Strategies, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CHANNEL WEALTH LLC	1	1	1.62%	1.62%	1.62%	Q4 2023	Q4 2023	1
Ratio Wealth Group	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
REFRAME WEALTH, LLC	1	1	2.12%	2.12%	2.12%	Q4 2022	Q4 2022	1
Merrion Investment Management Co, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Boston Partners	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Legacy Capital Group California, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
INVESTMENT HOUSE LLC	1	1	0.64%	0.64%	0.64%	Q3 2022	Q3 2022	1
Authentikos Wealth Advisory, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Lakewood Asset Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Barton Investment Management	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Strait & Sound Wealth Management LLC	1	1	0.51%	0.51%	0.51%	Q3 2023	Q3 2023	1
Seven Post Investment Office LP	1	1	0.51%	0.51%	0.51%	Q4 2013	Q4 2013	1
NOVARE CAPITAL MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Telemus Investment Management, LLC	1	1	2.16%	2.16%	2.16%	Q2 2013	Q2 2013	1
ELEVATUS WELATH MANAGEMENT	1	1	0.62%	0.62%	0.62%	Q3 2023	Q3 2023	1
BOS Asset Management, LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
Gramercy Funds Management LLC	1	1	0.99%	0.99%	0.99%	Q1 2015	Q1 2015	1
HBK INVESTMENTS L P	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
DF DENT & CO INC	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Tradeworx Inc.	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
Signature Financial Management, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Certus Wealth Management, LLC	1	1	0.20%	0.20%	0.20%	Q2 2023	Q2 2023	1
MOORE CAPITAL MANAGEMENT, LP	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Linden Thomas Advisory Services, LLC	1	1	0.44%	0.44%	0.44%	Q4 2022	Q4 2022	1
NEXT Financial Holdings	1	1	0.28%	0.28%	0.28%	Q1 2019	Q1 2019	1
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Ramirez Asset Management, Inc.	1	1	0.40%	0.40%	0.40%	Q3 2023	Q3 2023	1
TradeLink Global Equity LLC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Strategic Investment Solutions, Inc. /IL	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Simply Money Advisors	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Verum Partners LLC	1	1	1.87%	1.87%	1.87%	Q3 2023	Q3 2023	1
Onyx Financial Advisors, LLC	1	1	0.30%	0.30%	0.30%	Q2 2023	Q2 2023	1
Ethos Financial Group, LLC	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
STAPP WEALTH MANAGEMENT, PLLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Equita Financial Network, Inc.	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Hibernia Wealth Partners, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1

External links

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