ISHARES TR shareholder history

Current and past ISHARES TR shareholders
	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	123
CITIGROUP INC	42	42	0.00%	0.01%	0.07%	Q2 2013	Q3 2023	104
BARCLAYS PLC	42	42	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	93
Citadel Advisors	34	1	0.00%	0.00%	0.03%	Q1 2014	Q3 2023	86
JANE STREET GROUP, LLC	21	2	0.00%	0.02%	0.24%	Q1 2014	Q2 2023	75
Cutler Group LLC / CA	32	32	0.00%	0.01%	0.25%	Q4 2015	Q3 2023	68
Parallax Volatility Advisers, L.P.	24	12	0.00%	0.01%	0.07%	Q3 2013	Q3 2023	63
HUNTINGTON NATIONAL BANK	36	20	0.00%	0.01%	0.03%	Q1 2009	Q3 2023	58
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.06%	0.14%	Q2 2013	Q3 2023	55
Rehmann Capital Advisory Group	37	2	0.04%	0.14%	0.32%	Q3 2009	Q3 2023	54
Goldstein Munger & Associates	52	52	0.60%	0.94%	1.26%	Q4 2009	Q3 2022	52
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.05%	0.14%	Q1 2012	Q3 2023	51
MUFG Americas Holdings Corp	48	48	0.27%	0.57%	0.95%	Q4 2010	Q3 2022	48
HSBC HOLDINGS PLC	47	47	0.01%	0.02%	0.03%	Q1 2012	Q3 2023	47
Zhang Financial LLC	47	47	1.61%	11.14%	18.07%	Q1 2012	Q3 2023	47
MILLENNIUM MANAGEMENT LLC	15	2	0.00%	0.01%	0.03%	Q3 2013	Q3 2023	46
ROYAL BANK OF CANADA	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	46
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.22%	4.89%	10.97%	Q3 2012	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.04%	0.05%	0.09%	Q4 2012	Q3 2023	44
WOLVERINE TRADING, LLC	4	1	0.00%	0.00%	0.02%	Q2 2016	Q3 2023	44
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.06%	0.12%	Q2 2013	Q3 2023	44
CHEMUNG CANAL TRUST CO	43	43	0.14%	0.35%	0.53%	Q2 2013	Q4 2023	43
BRYN MAWR TRUST Co	43	43	0.08%	0.25%	0.58%	Q1 2013	Q3 2023	43
COMMERCE BANK	43	43	0.36%	0.54%	0.72%	Q1 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.02%	0.16%	1.39%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.07%	0.27%	0.57%	Q4 2012	Q2 2023	43
Parkside Financial Bank & Trust	42	42	0.03%	2.19%	3.48%	Q2 2013	Q3 2023	43
NWAM LLC	19	3	0.02%	0.26%	1.10%	Q2 2012	Q2 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.23%	0.51%	0.76%	Q2 2013	Q3 2023	42
SEGALL BRYANT & HAMILL, LLC	35	7	0.01%	0.04%	0.35%	Q1 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.46%	0.78%	1.26%	Q2 2013	Q3 2023	42
INSIGHT 2811, INC.	42	42	0.32%	0.65%	0.98%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.09%	0.48%	0.96%	Q2 2013	Q3 2023	42
Harbour Capital Advisors, LLC	22	8	0.33%	0.53%	1.12%	Q1 2013	Q4 2023	42
SOL Capital Management CO	42	42	0.12%	0.18%	0.24%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.03%	0.23%	0.58%	Q2 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.00%	0.06%	0.40%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.02%	0.11%	0.35%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	42	42	0.01%	0.04%	0.06%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
BANK OF MONTREAL /CAN/	39	2	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.05%	0.12%	0.21%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.00%	0.05%	0.13%	Q2 2013	Q4 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	0.07%	0.22%	0.62%	Q2 2013	Q3 2023	42
PITTENGER & ANDERSON INC	42	42	0.04%	0.07%	0.11%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.01%	0.09%	0.39%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.07%	0.11%	0.19%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	1.06%	2.06%	Q2 2013	Q3 2023	42
Evensky & Katz LLC	42	42	0.01%	0.07%	0.89%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.21%	0.43%	0.93%	Q2 2013	Q3 2023	42
Jasper Ridge Partners, L.P.	42	42	0.30%	2.16%	7.87%	Q2 2013	Q3 2023	42
MCF Advisors LLC	19	7	0.00%	0.01%	0.03%	Q4 2011	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.15%	1.05%	2.38%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.05%	0.08%	0.15%	Q2 2013	Q3 2023	42
CULBERTSON A N & CO INC	42	42	0.11%	0.16%	0.23%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	0.06%	0.42%	1.23%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.37%	1.03%	1.74%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.01%	0.08%	0.17%	Q2 2013	Q3 2023	42
ST GERMAIN D J CO INC	39	3	0.00%	0.03%	0.05%	Q2 2013	Q4 2023	42
HBK Sorce Advisory LLC	42	42	0.05%	0.44%	2.05%	Q2 2013	Q3 2023	42
EXENCIAL WEALTH ADVISORS, LLC	34	8	0.05%	0.47%	1.20%	Q1 2013	Q3 2023	42
TCI Wealth Advisors, Inc.	42	42	0.00%	0.10%	0.39%	Q4 2012	Q1 2023	42
Creative Planning	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.01%	0.09%	0.50%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.02%	0.04%	0.10%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.08%	0.14%	0.29%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.15%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.02%	0.50%	1.19%	Q2 2013	Q3 2023	42
FIRST BUSINESS FINANCIAL SERVICES, INC.	42	42	0.08%	0.92%	5.99%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.07%	0.17%	0.46%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.02%	0.07%	0.28%	Q2 2013	Q3 2023	42
Cubic Asset Management, LLC	42	42	0.09%	0.17%	0.26%	Q2 2013	Q3 2023	42
DUFF & PHELPS INVESTMENT MANAGEMENT CO	42	42	0.16%	0.23%	0.30%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	0.02%	0.63%	1.60%	Q2 2013	Q3 2023	42
Palisades Hudson Asset Management, L.P.	42	42	0.21%	0.44%	1.89%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.40%	2.11%	4.20%	Q2 2013	Q3 2023	42
PINNACLE FINANCIAL PARTNERS INC	42	42	0.04%	0.16%	0.36%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.02%	0.08%	0.18%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	2.19%	4.92%	8.88%	Q2 2013	Q3 2023	42
BAILARD, INC.	42	42	0.17%	2.05%	10.84%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.03%	0.08%	0.12%	Q2 2013	Q3 2023	42
FIDUCIARY TRUST CO	42	42	0.29%	0.80%	1.35%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.05%	0.16%	0.45%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.04%	0.11%	0.16%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.07%	0.12%	0.16%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.02%	0.12%	0.20%	Q2 2013	Q3 2023	42
WEDGEWOOD INVESTORS INC /PA/	42	42	0.29%	0.43%	0.69%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	0.28%	1.05%	1.72%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.10%	0.12%	0.19%	Q2 2013	Q3 2023	42
WADE G W & INC	42	42	0.37%	0.70%	1.32%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.17%	0.74%	1.72%	Q2 2013	Q3 2023	42
Marquette Asset Management, LLC	42	42	0.00%	0.20%	0.41%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	21	20	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
SG Americas Securities, LLC	38	3	0.01%	0.08%	0.29%	Q2 2013	Q3 2023	41
VICTORY CAPITAL MANAGEMENT INC	41	41	0.01%	0.14%	0.28%	Q3 2013	Q3 2023	41
BOKF, NA	32	9	0.07%	0.12%	0.29%	Q2 2013	Q3 2023	41
CULLEN/FROST BANKERS, INC.	41	41	0.01%	0.04%	0.23%	Q3 2013	Q3 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.01%	0.03%	0.07%	Q2 2013	Q3 2023	41
PRUDENTIAL FINANCIAL INC	22	19	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.05%	0.13%	0.46%	Q2 2013	Q3 2023	41
THOMPSON SIEGEL & WALMSLEY LLC	34	7	0.00%	0.14%	0.40%	Q2 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.04%	0.15%	0.64%	Q3 2013	Q3 2023	41
Brandywine Global Investment Management, LLC	33	8	0.01%	0.04%	0.23%	Q2 2013	Q3 2023	41
Corundum Group, Inc.	21	20	1.30%	3.94%	5.71%	Q2 2013	Q3 2023	41
CREDIT SUISSE AG/	21	4	0.00%	0.01%	0.04%	Q1 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.01%	0.03%	0.07%	Q2 2013	Q3 2023	41
COURIER CAPITAL LLC	24	17	1.02%	1.69%	2.40%	Q2 2013	Q3 2023	41
CIBC WORLD MARKET INC.	41	41	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	41
M&T BANK CORP	26	15	0.01%	0.53%	0.88%	Q2 2013	Q3 2023	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	39	2	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.06%	0.15%	0.28%	Q2 2013	Q3 2023	41
CITY HOLDING CO	40	40	0.41%	0.58%	0.90%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.05%	0.16%	0.37%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.01%	0.05%	0.10%	Q4 2013	Q3 2023	40
Hanson & Doremus Investment Management	40	40	0.00%	0.01%	0.01%	Q4 2013	Q3 2023	40
FIRST TRUST ADVISORS LP	40	40	0.00%	0.00%	0.01%	Q3 2013	Q2 2023	40
Oakworth Capital, Inc.	40	40	0.01%	0.03%	0.06%	Q4 2013	Q3 2023	40
Parsec Financial Management, Inc.	40	40	0.03%	0.06%	0.10%	Q2 2013	Q1 2023	40
NEW SOUTH CAPITAL MANAGEMENT INC	28	12	0.03%	0.69%	2.47%	Q2 2013	Q3 2023	40
UBS Group AG	36	36	0.00%	0.05%	0.07%	Q4 2014	Q3 2023	40
Janney Montgomery Scott LLC	34	6	0.01%	0.03%	0.15%	Q3 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	26	5	0.01%	0.05%	0.41%	Q2 2013	Q3 2023	40
COMERICA BANK	39	1	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	40
BESSEMER GROUP INC	33	7	0.00%	0.00%	0.12%	Q2 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.02%	0.26%	1.04%	Q4 2013	Q4 2023	40
Atlas Brown,Inc.	39	1	0.33%	1.09%	1.97%	Q2 2013	Q3 2023	40
APPLETON GROUP, LLC	22	4	0.33%	2.31%	8.67%	Q2 2013	Q3 2023	40
TOMPKINS FINANCIAL CORP	32	8	0.00%	0.15%	0.22%	Q2 2013	Q2 2023	40
Capital Analysts, LLC	40	40	0.00%	0.04%	0.11%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.02%	0.05%	0.39%	Q4 2013	Q3 2023	40
Waldron Private Wealth LLC	40	40	0.92%	1.72%	2.35%	Q4 2013	Q3 2023	40
TCTC Holdings, LLC	17	9	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	40
Financial Planning & Information Services, Inc.	40	40	0.25%	1.25%	3.13%	Q4 2013	Q3 2023	40
ALESCO ADVISORS LLC	39	39	0.02%	0.02%	0.05%	Q1 2014	Q3 2023	39
Linscomb & Williams, Inc.	25	14	0.03%	0.04%	0.07%	Q4 2013	Q3 2023	39
LS Investment Advisors, LLC	39	39	0.00%	0.02%	0.20%	Q2 2013	Q4 2022	39
Manchester Capital Management LLC	29	2	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.01%	0.03%	0.05%	Q1 2014	Q3 2023	39
One Capital Management, LLC	39	39	0.22%	1.48%	4.18%	Q1 2014	Q3 2023	39
EARNEST PARTNERS LLC	22	17	0.00%	0.02%	0.06%	Q4 2013	Q3 2023	39
WASHINGTON TRUST BANK	39	39	0.12%	0.18%	0.25%	Q1 2014	Q3 2023	39
Financial Architects, Inc	29	4	0.04%	0.07%	0.20%	Q2 2013	Q2 2023	39
Montecito Bank & Trust	25	1	0.05%	0.30%	1.29%	Q2 2013	Q4 2023	39
CHOREO, LLC	39	39	0.90%	1.99%	3.67%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.01%	0.05%	0.18%	Q1 2014	Q3 2023	39
American Research & Management Co.	38	38	0.00%	0.00%	0.00%	Q2 2013	Q3 2022	38
TRUST CO OF VERMONT	38	38	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	38
1834 INVESTMENT ADVISORS CO	35	3	0.03%	0.05%	0.08%	Q4 2013	Q2 2023	38
Garde Capital, Inc.	38	38	0.06%	0.13%	0.29%	Q2 2014	Q3 2023	38
MONETARY MANAGEMENT GROUP INC	38	38	0.01%	0.02%	0.02%	Q2 2014	Q3 2023	38
North Star Investment Management Corp.	21	17	0.00%	0.02%	0.08%	Q1 2014	Q3 2023	38
BENJAMIN F. EDWARDS & COMPANY, INC.	35	1	0.00%	0.43%	1.56%	Q2 2013	Q3 2023	38
Capital Directions Investment Advisors, LLC	31	7	0.21%	1.93%	4.63%	Q2 2013	Q4 2022	38
Roundview Capital LLC	38	38	0.16%	0.39%	1.37%	Q2 2014	Q3 2023	38
LBJ Family Wealth Advisors, Ltd.	37	1	4.52%	6.40%	9.01%	Q4 2013	Q4 2023	38
FRANKLIN RESOURCES INC	38	38	0.00%	0.01%	0.08%	Q2 2014	Q3 2023	38
CPWM, LLC	16	4	0.04%	0.13%	0.32%	Q4 2011	Q3 2022	38
West Coast Financial LLC	34	1	0.15%	0.52%	1.14%	Q2 2013	Q3 2023	37
Cranbrook Wealth Management, LLC	37	37	0.03%	0.06%	0.10%	Q4 2013	Q4 2022	37
Neuberger Berman Group LLC	23	2	0.00%	0.03%	0.16%	Q3 2013	Q3 2023	37
Walleye Trading LLC	8	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	37
ASSETMARK, INC	23	1	0.00%	0.02%	0.15%	Q3 2013	Q3 2023	37
Perkins Coie Trust Co	37	37	0.01%	0.01%	0.04%	Q3 2014	Q3 2023	37
Sand Hill Global Advisors, LLC	19	7	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	37
Allen Investment Management, LLC	37	37	0.00%	0.01%	0.03%	Q3 2014	Q3 2023	37
STATE STREET CORP	21	4	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	37
TOCQUEVILLE ASSET MANAGEMENT L.P.	36	1	0.00%	0.07%	0.16%	Q2 2014	Q3 2023	37
ALLIANCEBERNSTEIN L.P.	32	2	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	37
Fisher Asset Management, LLC	13	12	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	37
HOWLAND CAPITAL MANAGEMENT LLC	37	37	0.04%	0.05%	0.07%	Q3 2014	Q3 2023	37
SIGNATUREFD, LLC	24	1	0.00%	0.01%	0.05%	Q4 2013	Q3 2023	37
KELLEHER FINANCIAL ADVISORS	23	14	0.18%	0.57%	1.65%	Q2 2013	Q3 2022	37
SHAPIRO CAPITAL MANAGEMENT LLC	24	3	0.01%	0.38%	1.20%	Q2 2013	Q3 2023	36
Betterment LLC	36	36	0.41%	0.68%	2.20%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	0.09%	0.72%	1.68%	Q4 2014	Q3 2023	36
Meristem Family Wealth, LLC	36	36	0.15%	0.70%	1.68%	Q2 2013	Q1 2022	36
MAI Capital Management	36	36	0.19%	0.46%	0.63%	Q4 2014	Q3 2023	36
INVESTMENT PARTNERS, LTD.	36	36	0.88%	2.33%	4.44%	Q4 2014	Q3 2023	36
Raymond James Financial Services Advisors, Inc.	34	1	0.04%	0.10%	0.64%	Q2 2013	Q3 2023	36
Focused Wealth Management, Inc	36	36	0.01%	0.83%	5.99%	Q4 2014	Q3 2023	36
Parkside Advisors LLC	36	36	0.08%	3.53%	6.17%	Q4 2013	Q3 2022	36
Truepoint, Inc.	22	2	0.01%	0.06%	0.44%	Q2 2013	Q3 2023	36
Plante Moran Financial Advisors, LLC	35	1	0.00%	0.22%	0.54%	Q3 2014	Q3 2023	36
CENTRAL TRUST Co	36	36	0.00%	0.01%	0.14%	Q4 2014	Q3 2023	36
Tower Research Capital LLC (TRC)	24	1	0.00%	0.31%	2.30%	Q2 2013	Q3 2023	36
SEI INVESTMENTS CO	36	36	0.00%	0.07%	0.12%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	3.40%	6.78%	9.80%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.02%	0.05%	0.13%	Q4 2014	Q3 2023	36
Diversified Portfolios, Inc.	36	36	0.10%	0.25%	0.50%	Q4 2014	Q3 2023	36
Allworth Financial LP	35	35	0.00%	0.08%	0.35%	Q1 2015	Q3 2023	35
Roble, Belko & Company, Inc	35	35	0.01%	0.03%	0.04%	Q1 2015	Q3 2023	35
People's United Financial, Inc.	18	17	0.00%	0.05%	0.25%	Q2 2013	Q1 2022	35
TD ASSET MANAGEMENT INC	35	35	0.00%	0.01%	0.01%	Q1 2015	Q3 2023	35
FAS Wealth Partners, Inc.	35	35	0.11%	0.21%	0.48%	Q1 2015	Q3 2023	35
SILVERCREST ASSET MANAGEMENT GROUP LLC	35	35	0.01%	0.07%	0.40%	Q1 2015	Q3 2023	35
REILLY FINANCIAL ADVISORS, LLC	35	35	0.02%	1.53%	2.86%	Q2 2013	Q4 2021	35
Dakota Wealth Management	34	1	0.01%	0.34%	0.86%	Q4 2014	Q3 2023	35
CLEAR INVESTMENT RESEARCH, LLC	35	35	0.36%	1.14%	2.95%	Q1 2015	Q3 2023	35
Baird Financial Group, Inc.	34	34	0.02%	0.07%	0.18%	Q2 2015	Q3 2023	34
Opus Capital Group, LLC	32	1	0.07%	0.15%	0.31%	Q3 2014	Q3 2023	34
Aristotle Capital Boston, LLC	34	34	0.40%	0.65%	1.43%	Q2 2015	Q3 2023	34
TWO SIGMA SECURITIES, LLC	14	1	0.00%	0.12%	1.22%	Q1 2016	Q3 2023	34
Winfield Associates, Inc.	34	34	0.03%	0.56%	1.34%	Q4 2013	Q1 2022	34
QUADRANT CAPITAL GROUP LLC	34	34	0.01%	0.18%	0.45%	Q2 2015	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.03%	0.08%	0.15%	Q2 2013	Q3 2021	34
SYSTEMATIC FINANCIAL MANAGEMENT LP	29	2	0.00%	0.02%	0.19%	Q3 2014	Q3 2023	33
Baker Avenue Asset Management, LP	23	2	0.01%	0.31%	1.46%	Q3 2013	Q3 2023	33
Annex Advisory Services, LLC	27	6	0.02%	0.14%	0.42%	Q2 2013	Q1 2022	33
CHATHAM CAPITAL GROUP, INC.	23	10	0.04%	0.14%	0.27%	Q3 2014	Q3 2023	33
BROWN BROTHERS HARRIMAN & CO	24	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	33
MOODY LYNN & LIEBERSON, LLC	28	2	0.02%	0.31%	3.18%	Q2 2013	Q1 2022	33
MEEDER ASSET MANAGEMENT INC	33	33	0.00%	0.23%	2.05%	Q3 2015	Q3 2023	33
SMITH, MOORE & CO.	28	2	0.04%	0.15%	0.43%	Q4 2013	Q3 2023	33
FULLER & THALER ASSET MANAGEMENT, INC.	33	33	0.00%	0.04%	0.30%	Q3 2015	Q3 2023	33
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13	5	0.00%	0.02%	0.11%	Q2 2013	Q1 2022	33
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	19	14	0.08%	0.57%	2.14%	Q3 2013	Q3 2023	33
Versant Capital Management, Inc	33	33	0.04%	0.09%	0.14%	Q4 2015	Q4 2023	33
Sandy Spring Bank	31	1	0.00%	0.04%	0.10%	Q2 2014	Q3 2023	32
Phocas Financial Corp.	13	1	0.00%	0.06%	0.19%	Q3 2014	Q3 2023	32
Gemmer Asset Management LLC	32	32	0.00%	0.03%	0.05%	Q2 2014	Q1 2022	32
CWM, LLC	24	8	0.00%	0.00%	0.01%	Q3 2015	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	0.30%	0.70%	1.48%	Q4 2015	Q3 2023	32
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	24	1	0.00%	0.03%	0.08%	Q2 2013	Q2 2022	32
JFS WEALTH ADVISORS, LLC	32	32	0.02%	0.08%	0.16%	Q4 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	0.29%	1.54%	4.45%	Q4 2015	Q3 2023	32
BNP PARIBAS FINANCIAL MARKETS	19	1	0.00%	0.04%	0.14%	Q2 2013	Q3 2023	32
St. Louis Trust Co	32	32	0.34%	1.36%	2.52%	Q4 2015	Q3 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	0.05%	0.13%	0.20%	Q4 2015	Q3 2023	32
JAMES INVESTMENT RESEARCH INC	32	32	0.01%	0.61%	2.09%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.00%	0.02%	0.03%	Q1 2016	Q4 2023	32
BBVA USA Bancshares, Inc.	32	32	0.64%	0.87%	1.30%	Q2 2013	Q1 2021	32
Private Ocean, LLC	32	32	0.01%	0.01%	0.02%	Q4 2015	Q3 2023	32
MYCIO WEALTH PARTNERS, LLC	28	1	0.00%	0.11%	0.24%	Q4 2013	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
WATERS PARKERSON & CO., LLC	25	1	0.01%	0.03%	0.04%	Q4 2013	Q1 2022	32
Drexel Morgan & Co.	32	32	0.30%	0.98%	1.95%	Q2 2013	Q1 2021	32
UMB Bank, n.a.	32	32	0.04%	0.16%	0.71%	Q4 2015	Q3 2023	32
Crestone Asset Management LLC	32	32	1.82%	4.34%	8.15%	Q4 2015	Q3 2023	32
Kistler-Tiffany Companies, LLC	16	4	0.01%	0.02%	0.11%	Q2 2013	Q2 2023	32
Advisory Services Network, LLC	13	1	0.00%	0.01%	0.05%	Q1 2015	Q3 2023	32
Homrich & Berg	32	32	0.04%	0.09%	0.17%	Q4 2013	Q3 2021	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	32
Bishop & Co Investment Management, LLC	32	32	2.01%	4.75%	10.89%	Q4 2015	Q3 2023	32
WOLVERINE ASSET MANAGEMENT LLC	15	3	0.00%	0.10%	0.35%	Q2 2013	Q4 2021	32
Regent Investment Management LLC	26	5	0.05%	0.20%	0.77%	Q3 2013	Q1 2022	31
THRIVENT FINANCIAL FOR LUTHERANS	13	1	0.00%	0.04%	0.11%	Q3 2014	Q3 2023	31
Waverly Advisors, LLC	20	11	0.04%	0.45%	1.04%	Q3 2013	Q3 2023	31
Diversified Investment Strategies, LLC	31	31	0.16%	0.58%	2.62%	Q1 2016	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	31
WASHINGTON TRUST Co	15	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.07%	0.16%	0.39%	Q1 2016	Q3 2023	31
FIRST MANHATTAN CO. LLC.	18	5	0.00%	0.00%	0.00%	Q4 2013	Q2 2023	31
IFP Advisors, Inc	17	14	0.02%	0.04%	0.08%	Q4 2015	Q3 2023	31
Starboard Value LP	22	2	0.01%	2.30%	7.07%	Q2 2013	Q3 2023	31
BEACH INVESTMENT COUNSEL INC/PA	15	1	0.02%	0.03%	0.05%	Q2 2015	Q4 2023	31
OPTIMUM INVESTMENT ADVISORS	24	7	0.00%	0.00%	0.01%	Q3 2013	Q4 2023	31
Integrated Investment Consultants, LLC	23	8	0.83%	2.66%	5.10%	Q4 2015	Q3 2023	31
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	9	1	0.00%	0.04%	0.18%	Q2 2013	Q2 2023	31
McNamara Financial Services, Inc.	31	31	0.06%	0.11%	0.18%	Q1 2016	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	0.56%	0.95%	1.82%	Q1 2014	Q3 2023	31
Modera Wealth Management, LLC	31	31	0.14%	1.30%	2.39%	Q1 2016	Q3 2023	31
LINCOLN NATIONAL CORP	31	31	0.02%	0.04%	0.12%	Q1 2016	Q3 2023	31
Hirtle Callaghan & Co LLC	30	30	0.03%	0.05%	0.11%	Q2 2016	Q3 2023	30
ETRADE Capital Management LLC	30	30	1.03%	2.27%	3.04%	Q2 2013	Q3 2020	30
STOCK YARDS BANK & TRUST CO	14	1	0.02%	0.06%	0.12%	Q2 2013	Q3 2023	30
Tortoise Investment Management, LLC	30	30	0.01%	0.01%	0.02%	Q2 2016	Q3 2023	30
AlphaMark Advisors, LLC	28	2	0.00%	2.70%	5.89%	Q2 2013	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	0.06%	0.10%	0.22%	Q2 2016	Q3 2023	30
BERKSHIRE ASSET MANAGEMENT LLC/PA	16	1	0.02%	0.05%	0.10%	Q2 2013	Q3 2023	30
LifePlan Financial Group, Inc	30	30	0.54%	1.72%	6.33%	Q2 2013	Q3 2020	30
Brookstone Capital Management	28	2	0.00%	0.18%	0.46%	Q2 2015	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.09%	0.33%	0.84%	Q2 2013	Q3 2020	30
First Allied Advisory Services, Inc.	30	30	0.05%	0.09%	0.22%	Q2 2013	Q3 2020	30
NATIXIS ADVISORS, L.P.	6	1	0.01%	0.08%	0.35%	Q2 2013	Q3 2023	30
Paradigm Financial Advisors, LLC	25	5	0.08%	0.52%	3.21%	Q1 2014	Q4 2021	30
JMG Financial Group, Ltd.	27	1	0.02%	0.08%	0.16%	Q2 2013	Q2 2022	30
PRINCIPAL FINANCIAL GROUP INC	26	1	0.00%	0.01%	0.09%	Q4 2013	Q3 2023	30
Cetera Investment Advisers	28	1	0.03%	0.08%	0.16%	Q4 2015	Q3 2023	30
Domani Wealth, LLC	14	5	0.04%	0.11%	0.29%	Q1 2015	Q1 2023	29
GUGGENHEIM CAPITAL LLC	27	1	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	29
Strategic Wealth Partners Group, LLC	20	9	0.16%	1.98%	3.69%	Q2 2016	Q3 2023	29
Donald L. Hagan, LLC	21	2	0.14%	1.58%	10.31%	Q4 2014	Q2 2022	29
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	13	3	0.01%	0.05%	0.08%	Q2 2013	Q3 2023	29
WEALTHCARE CAPITAL MANAGEMENT LLC	28	1	0.01%	0.02%	0.04%	Q2 2013	Q1 2021	29
Transform Wealth, LLC	25	4	0.06%	0.13%	0.20%	Q2 2016	Q3 2023	29
Gradient Investments LLC	20	1	0.00%	0.02%	0.42%	Q1 2014	Q3 2023	29
Baystate Wealth Management LLC	28	1	0.01%	2.21%	5.51%	Q2 2013	Q3 2023	29
JOYN Advisors, Inc.	28	28	0.40%	7.07%	9.38%	Q2 2013	Q1 2020	28
Cornerstone Wealth Management, LLC	25	3	0.04%	0.14%	0.44%	Q3 2016	Q3 2023	28
Carnegie Capital Asset Management, LLC	28	28	0.03%	0.06%	0.09%	Q4 2016	Q3 2023	28
QCI ASSET MANAGEMENT INC/NY	28	28	0.00%	0.00%	0.01%	Q2 2013	Q1 2020	28
APPLETON PARTNERS INC/MA	28	28	0.04%	0.07%	0.14%	Q1 2017	Q4 2023	28
EATON VANCE MANAGEMENT	28	28	0.00%	0.00%	0.01%	Q4 2015	Q3 2022	28
Clearstead Advisors, LLC	28	28	0.06%	0.09%	0.12%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.14%	0.25%	0.33%	Q2 2013	Q2 2022	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.00%	0.03%	0.10%	Q4 2016	Q3 2023	28
FIRST UNITED BANK & TRUST	27	1	0.09%	0.70%	1.48%	Q2 2013	Q1 2021	28
Estate Counselors, LLC	24	4	0.06%	0.15%	0.37%	Q4 2014	Q4 2021	28
EP Wealth Advisors, LLC	28	28	0.03%	0.55%	1.66%	Q4 2016	Q3 2023	28
Pointe Capital Management LLC	23	5	0.13%	0.90%	2.61%	Q3 2016	Q3 2023	28
Boston Partners	9	2	0.00%	0.01%	0.04%	Q3 2013	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.03%	1.38%	4.02%	Q4 2016	Q3 2023	28
Blankinship & Foster, LLC	28	28	0.09%	0.19%	0.50%	Q4 2016	Q3 2023	28
Sigma Planning Corp	28	28	0.01%	0.04%	0.05%	Q4 2016	Q3 2023	28
Bryn Mawr Capital Management, LLC	28	28	0.15%	0.86%	1.66%	Q4 2016	Q3 2023	28
Ullmann Wealth Partners Group, LLC	28	28	0.12%	1.48%	5.36%	Q4 2016	Q3 2023	28
CONCENTRIC WEALTH MANAGEMENT, LLC	28	28	0.75%	3.73%	4.36%	Q4 2016	Q3 2023	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	0.34%	1.72%	4.00%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.01%	0.01%	0.02%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.02%	0.08%	0.20%	Q4 2016	Q3 2023	28
3D ASSET MANAGEMENT, INC	27	27	0.08%	0.16%	0.38%	Q2 2013	Q4 2019	27
RAYMOND JAMES TRUST N.A.	22	1	0.01%	0.08%	0.64%	Q4 2013	Q3 2023	27
PATTEN & PATTEN INC/TN	27	27	0.03%	0.04%	0.06%	Q1 2017	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.01%	0.05%	0.18%	Q1 2017	Q3 2023	27
CONFLUENCE INVESTMENT MANAGEMENT LLC	19	1	0.00%	0.11%	0.45%	Q2 2013	Q4 2022	27
RHUMBLINE ADVISERS	10	1	0.00%	0.00%	0.02%	Q1 2016	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.03%	0.16%	0.86%	Q2 2013	Q4 2019	27
Tarbox Family Office, Inc.	25	2	0.01%	0.17%	0.29%	Q4 2013	Q3 2023	27
Sequoia Financial Advisors, LLC	19	8	0.02%	0.03%	0.06%	Q4 2016	Q3 2023	27
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	27	27	3.86%	5.28%	7.72%	Q2 2013	Q4 2019	27
Maple Capital Management, Inc.	27	27	0.18%	2.74%	4.09%	Q2 2013	Q4 2019	27
Global Retirement Partners, LLC	20	7	0.08%	0.14%	0.43%	Q4 2016	Q3 2023	27
CIBC BANK USA	27	27	0.05%	0.22%	0.55%	Q2 2013	Q4 2019	27
NEXT Financial Group, Inc	14	6	0.00%	0.03%	0.09%	Q2 2014	Q4 2021	27
Flaharty Asset Management, LLC	27	27	1.99%	3.42%	4.13%	Q1 2017	Q3 2023	27
FIRST MERCANTILE TRUST CO	26	26	0.14%	0.25%	0.39%	Q2 2013	Q3 2019	26
BOSTON ADVISORS LLC	26	26	0.01%	0.03%	0.05%	Q2 2013	Q3 2019	26
Carroll Financial Associates, Inc.	22	4	0.00%	0.01%	0.03%	Q3 2013	Q4 2021	26
MML INVESTORS SERVICES, LLC	26	26	0.02%	0.13%	0.55%	Q2 2017	Q3 2023	26
Confluence Wealth Management LLC	25	1	0.18%	0.27%	0.40%	Q1 2014	Q3 2020	26
Connecticut Wealth Management, LLC	15	1	0.02%	0.11%	0.23%	Q3 2016	Q3 2023	26
PROFESSIONAL ADVISORY SERVICES INC	24	1	0.03%	0.08%	0.10%	Q2 2014	Q4 2021	26
Cerity Partners LLC	25	1	0.00%	0.03%	0.14%	Q1 2017	Q3 2023	26
TEXAS CAPITAL BANCSHARES INC/TX	26	26	0.80%	6.48%	11.12%	Q3 2013	Q4 2019	26
AFT, FORSYTH & COMPANY, INC.	24	2	0.32%	0.46%	0.63%	Q2 2013	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.11%	0.20%	0.37%	Q2 2013	Q3 2019	26
Autus Asset Management, LLC	25	1	0.06%	0.14%	0.25%	Q2 2015	Q4 2021	26
Johnson Financial Group, Inc.	13	1	0.00%	0.14%	0.53%	Q2 2013	Q3 2023	26
ARCADIA INVESTMENT MANAGEMENT CORP/MI	12	2	0.00%	0.03%	0.06%	Q2 2016	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.00%	0.02%	0.04%	Q2 2017	Q2 2023	25
TIAA, FSB	25	25	0.59%	2.12%	3.77%	Q2 2017	Q2 2023	25
COBIZ WEALTH, LLC	25	25	0.27%	0.47%	0.68%	Q2 2013	Q2 2019	25
BB&T SECURITIES, LLC	25	25	0.01%	0.05%	0.18%	Q3 2013	Q3 2019	25
Community Bank, N.A.	23	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	25
SRS Capital Advisors, Inc.	10	7	0.00%	1.17%	6.21%	Q4 2016	Q3 2023	25
SIGNET FINANCIAL MANAGEMENT, LLC	15	2	0.03%	0.06%	0.09%	Q4 2014	Q1 2022	25
Diversified Trust Co	13	12	0.01%	0.01%	0.02%	Q1 2017	Q4 2023	25
RNC CAPITAL MANAGEMENT LLC	19	1	0.02%	0.03%	0.06%	Q4 2015	Q2 2023	25
Asset Dedication, LLC	19	1	0.00%	0.03%	0.07%	Q4 2015	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.15%	0.19%	0.28%	Q4 2015	Q4 2021	25
Sonora Investment Management, LLC	25	25	0.00%	0.02%	0.06%	Q3 2015	Q3 2021	25
YorkBridge Wealth Partners, LLC	25	25	0.01%	0.11%	0.21%	Q4 2016	Q4 2022	25
Valeo Financial Advisors, LLC	25	25	0.06%	0.12%	0.25%	Q3 2017	Q3 2023	25
ANCHOR CAPITAL ADVISORS LLC	22	1	0.01%	0.03%	0.09%	Q4 2015	Q3 2023	25
PEAPACK GLADSTONE FINANCIAL CORP	19	6	0.01%	0.08%	0.16%	Q2 2017	Q3 2023	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.04%	0.12%	0.38%	Q3 2017	Q3 2023	25
COLONY GROUP LLC	20	4	0.00%	0.08%	0.26%	Q1 2015	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.22%	0.31%	0.36%	Q4 2017	Q3 2023	24
Stillwater Investment Management, LLC	16	8	0.10%	3.66%	5.57%	Q4 2013	Q4 2019	24
Sterling Capital Management LLC	12	1	0.01%	0.05%	0.26%	Q1 2013	Q3 2019	24
CNB Bank	24	24	0.01%	0.04%	0.06%	Q4 2017	Q3 2023	24
DEUTSCHE BANK AG\	18	6	0.00%	0.00%	0.02%	Q3 2013	Q2 2022	24
Paulson Wealth Management Inc.	24	24	0.14%	0.50%	1.47%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
VAN ECK ASSOCIATES CORP	17	3	0.00%	0.01%	0.03%	Q1 2014	Q4 2021	24
BADGLEY PHELPS & BELL INC	24	24	0.40%	0.94%	2.11%	Q3 2015	Q2 2021	24
AdvisorNet Financial, Inc	24	24	0.01%	0.09%	0.26%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.65%	2.01%	4.16%	Q4 2017	Q3 2023	24
Towerpoint Wealth, LLC	24	24	0.26%	1.10%	2.13%	Q4 2017	Q3 2023	24
WoodTrust Financial Corp	24	24	2.60%	3.89%	5.09%	Q4 2017	Q3 2023	24
Corient Capital Partners, LLC	24	24	0.25%	0.36%	0.54%	Q3 2016	Q2 2022	24
GRIMES & COMPANY, INC.	24	24	0.03%	0.09%	0.13%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.33%	0.52%	0.78%	Q4 2017	Q3 2023	24
STEPHENS GROUP ASSET MANAGEMENT, LLC	24	24	2.92%	9.22%	19.75%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	0.11%	1.95%	5.46%	Q4 2017	Q3 2023	24
Stordahl Capital Management, Inc.	24	24	0.31%	0.37%	0.43%	Q4 2017	Q3 2023	24
Paragon Capital Management Ltd	20	4	0.11%	0.24%	0.42%	Q2 2017	Q3 2023	24
Freestone Capital Holdings, LLC	13	11	0.00%	0.06%	1.06%	Q3 2016	Q3 2023	24
Lutz Financial Services LLC	24	24	0.07%	0.10%	0.17%	Q4 2017	Q3 2023	24
Perigon Wealth Management, LLC	15	1	0.02%	0.06%	0.12%	Q3 2011	Q3 2023	24
Independence Bank of Kentucky	24	24	0.02%	0.06%	0.10%	Q4 2017	Q3 2023	24
JACOBS LEVY EQUITY MANAGEMENT, INC	9	6	0.01%	0.08%	0.18%	Q2 2013	Q4 2021	24
M Holdings Securities, Inc.	22	1	0.02%	0.17%	0.33%	Q4 2013	Q1 2022	24
Rice Partnership, LLC	24	24	0.02%	1.29%	6.55%	Q4 2017	Q3 2023	24
Rex Capital Advisors, LLC	24	24	0.18%	0.47%	0.62%	Q2 2013	Q1 2019	24
BHK Investment Advisors, LLC	24	24	0.35%	0.63%	0.87%	Q4 2017	Q3 2023	24
IHT Wealth Management, LLC	14	4	0.01%	0.08%	0.83%	Q4 2016	Q3 2023	24
Franklin, Parlapiano, Turner & Welch, LLC	24	24	0.11%	0.28%	0.64%	Q4 2012	Q3 2018	24
Palisade Asset Management, LLC	14	9	0.03%	0.04%	0.04%	Q4 2017	Q3 2023	23
Ariel Investments	18	1	0.01%	0.10%	0.30%	Q4 2014	Q3 2023	23
BOK Financial Private Wealth, Inc.	15	2	0.01%	0.05%	0.10%	Q4 2015	Q3 2023	23
Well Done, LLC	16	7	0.06%	0.80%	1.89%	Q4 2016	Q3 2023	23
RPG Investment Advisory, LLC	23	23	0.12%	0.20%	0.29%	Q1 2017	Q3 2022	23
PATHSTONE FAMILY OFFICE, LLC	7	1	0.00%	0.02%	0.26%	Q2 2013	Q3 2023	23
RPg Family Wealth Advisory, LLC	10	1	0.01%	0.99%	2.23%	Q1 2016	Q3 2023	23
ATLAS CAPITAL ADVISORS LLC	23	23	0.02%	0.17%	0.37%	Q1 2018	Q3 2023	23
NORTHERN CAPITAL MANAGEMENT LLC	23	23	0.35%	0.74%	1.27%	Q2 2013	Q4 2018	23
FIRST NATIONAL BANK OF OMAHA	23	23	0.07%	0.11%	0.20%	Q2 2013	Q4 2018	23
HL FINANCIAL SERVICES LLC	18	5	0.01%	0.02%	0.04%	Q2 2013	Q1 2019	23
Jordan Park Group LLC	17	6	0.23%	0.66%	1.44%	Q4 2017	Q3 2023	23
DOWLING & YAHNKE LLC	13	10	0.01%	0.02%	0.04%	Q4 2016	Q3 2022	23
BRIDGES INVESTMENT MANAGEMENT INC	23	23	0.09%	0.32%	0.58%	Q1 2018	Q3 2023	23
Texas Yale Capital Corp.	23	23	0.03%	0.13%	0.21%	Q1 2018	Q3 2023	23
Patriot Financial Group Insurance Agency, LLC	23	23	0.00%	0.07%	0.42%	Q4 2016	Q2 2022	23
Performa Ltd (US), LLC	23	23	0.46%	3.06%	14.66%	Q1 2018	Q3 2023	23
V Wealth Advisors LLC	18	5	0.03%	0.19%	0.36%	Q1 2016	Q4 2021	23
HOWE & RUSLING INC	20	1	0.00%	0.04%	0.05%	Q3 2016	Q3 2023	23
Spears Abacus Advisors LLC	23	23	0.03%	0.06%	0.11%	Q1 2018	Q3 2023	23
EAGLE BOSTON INVESTMENT MANAGEMENT INC	19	4	0.16%	0.86%	1.57%	Q2 2013	Q2 2019	23
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	23	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	23
Cassaday & Co Inc.	20	1	0.01%	0.79%	2.41%	Q4 2014	Q4 2021	23
Ameritas Investment Partners, Inc.	23	23	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	23
Glassman Wealth Services	21	1	0.00%	0.01%	0.09%	Q3 2016	Q3 2023	23
Quadrant Capital Management, LLC	23	23	0.36%	1.41%	4.26%	Q2 2014	Q4 2019	23
MACROVIEW INVESTMENT MANAGEMENT LLC	22	1	0.00%	0.04%	0.14%	Q2 2017	Q3 2023	23
Fiduciary Trust Co International of Pennsylvania	17	1	0.04%	0.07%	0.09%	Q2 2013	Q1 2020	22
Cornerstone Management, Inc.	22	22	0.10%	1.30%	1.95%	Q4 2014	Q1 2020	22
PFG Advisors	17	5	0.04%	0.11%	0.36%	Q4 2017	Q3 2023	22
LAZARD ASSET MANAGEMENT LLC	22	22	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	22
PINNACLE ASSOCIATES LTD	22	22	0.01%	0.02%	0.04%	Q2 2018	Q3 2023	22
Starfire Investment Advisers, Inc.	22	22	0.14%	0.27%	2.04%	Q1 2015	Q2 2020	22
WealthShield Partners, LLC	12	2	0.00%	0.07%	0.38%	Q4 2017	Q3 2023	22
Allianz Asset Management GmbH	20	1	0.00%	0.00%	0.02%	Q1 2014	Q1 2021	22
FULTON BREAKEFIELD BROENNIMAN LLC	22	22	0.10%	0.15%	0.25%	Q2 2018	Q3 2023	22
Rockefeller Capital Management L.P.	22	22	0.00%	0.06%	0.13%	Q2 2018	Q3 2023	22
Intercontinental Wealth Advisors, LLC	19	3	0.03%	0.24%	0.32%	Q1 2017	Q2 2023	22
CHURCHILL MANAGEMENT Corp	10	2	0.10%	1.40%	6.35%	Q2 2013	Q1 2023	22
Factorial Partners, LLC	17	5	0.18%	1.19%	2.18%	Q4 2017	Q3 2023	22
Freedom Investment Management, Inc.	22	22	0.05%	0.18%	0.67%	Q1 2013	Q2 2018	22
Argent Trust Co	22	22	0.07%	0.13%	0.26%	Q2 2018	Q3 2023	22
WELCH & FORBES LLC	22	22	0.00%	0.01%	0.01%	Q2 2018	Q3 2023	22
Kovitz Investment Group Partners, LLC	19	2	0.01%	0.02%	0.04%	Q4 2017	Q3 2023	21
Certified Advisory Corp	11	10	0.01%	0.11%	0.26%	Q4 2017	Q2 2023	21
Cornerstone Advisory, LLC	13	8	0.04%	0.06%	0.16%	Q4 2016	Q3 2022	21
United Asset Strategies, Inc.	21	21	0.25%	0.61%	1.75%	Q3 2018	Q3 2023	21
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	14	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	21
Ancora Advisors LLC	18	1	0.00%	0.02%	0.07%	Q4 2016	Q3 2023	21
HANCOCK WHITNEY CORP	21	21	0.18%	0.22%	0.27%	Q3 2018	Q3 2023	21
BerganKDV Wealth Management, LLC	21	21	0.00%	0.00%	0.00%	Q2 2018	Q2 2023	21
First Washington CORP	21	21	0.01%	0.02%	0.02%	Q4 2016	Q4 2021	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.01%	0.02%	0.04%	Q3 2018	Q3 2023	21
CAPITAL ONE, NATIONAL ASSOCIATION	21	21	0.64%	0.98%	1.47%	Q2 2013	Q2 2018	21
SouthState Corp	13	8	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	21
VALLEY NATIONAL ADVISERS INC	20	1	0.00%	0.01%	0.04%	Q4 2014	Q1 2020	21
Meridian Wealth Management, LLC	13	2	0.07%	0.12%	0.16%	Q1 2017	Q3 2023	21
Bogart Wealth, LLC	11	2	0.00%	0.00%	0.01%	Q3 2017	Q3 2023	21
ACG Wealth	8	1	0.02%	0.07%	0.13%	Q2 2014	Q2 2022	21
Fieldpoint Private Securities, LLC	20	1	0.01%	0.14%	0.26%	Q1 2017	Q2 2022	21
Jolley Asset Management, LLC	21	21	0.07%	0.21%	0.34%	Q2 2013	Q2 2018	21
Pinnacle Bancorp, Inc.	20	1	0.02%	0.06%	0.15%	Q1 2017	Q3 2023	21
Covington Capital Management	21	21	0.00%	0.00%	0.00%	Q3 2017	Q3 2022	21
Burt Wealth Advisors	21	21	0.00%	0.00%	0.01%	Q4 2015	Q4 2020	21
FEDERATED HERMES, INC.	11	1	0.00%	0.01%	0.02%	Q2 2013	Q2 2021	21
Lido Advisors, LLC	14	1	0.00%	0.02%	0.04%	Q2 2018	Q3 2023	21
SHAKESPEARE WEALTH MANAGEMENT, INC.	20	20	0.47%	0.79%	1.20%	Q4 2018	Q3 2023	20
Ledyard National Bank	20	20	0.00%	0.00%	0.01%	Q1 2014	Q4 2018	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.02%	0.05%	0.13%	Q4 2018	Q3 2023	20
Covenant Partners, LLC	20	20	3.77%	4.86%	5.82%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.06%	0.13%	0.26%	Q4 2018	Q3 2023	20
Atria Investments, Inc	7	2	0.01%	0.08%	0.21%	Q1 2016	Q4 2022	20
Huntington Steele LLC	20	20	1.06%	1.24%	1.38%	Q2 2013	Q1 2018	20
American Financial Advisors, LLC	20	20	0.24%	0.34%	0.49%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	0.21%	0.26%	0.29%	Q4 2018	Q3 2023	20
Aspire Private Capital, LLC	20	20	0.02%	0.02%	0.03%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.04%	0.25%	2.91%	Q4 2018	Q3 2023	20
Hillcrest Wealth Advisors - NY, LLC	20	20	4.52%	6.14%	6.72%	Q4 2018	Q3 2023	20
OXFORD FINANCIAL GROUP, LTD. LLC	20	20	0.42%	2.87%	7.74%	Q4 2018	Q3 2023	20
Magnus Financial Group LLC	20	20	0.03%	0.12%	0.21%	Q4 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.00%	0.01%	0.02%	Q3 2017	Q2 2022	20
American Portfolios Advisors	20	20	0.02%	0.16%	0.40%	Q4 2017	Q3 2022	20
BANK OF NOVA SCOTIA	12	12	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	20
McCarthy Grittinger Financial Group, LLC	20	20	0.02%	0.03%	0.04%	Q4 2018	Q3 2023	20
Total Wealth Planning, LLC	20	20	0.07%	0.17%	0.28%	Q4 2018	Q3 2023	20
Hardy Reed LLC	20	20	0.32%	0.57%	1.05%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.00%	0.03%	0.12%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	0.17%	0.59%	1.48%	Q4 2018	Q3 2023	20
CENTRAL BANK & TRUST CO	20	20	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.04%	0.05%	0.07%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.03%	0.11%	0.33%	Q4 2018	Q3 2023	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.03%	0.10%	0.16%	Q2 2013	Q1 2018	20
Arete Wealth Advisors, LLC	10	1	0.02%	0.20%	1.95%	Q1 2016	Q3 2023	20
AMERICAN CENTURY COMPANIES INC	12	1	0.00%	0.01%	0.03%	Q3 2013	Q4 2022	20
Vantage Investment Advisors, LLC	20	20	0.04%	0.06%	0.38%	Q4 2013	Q3 2018	20
FIRST FOUNDATION ADVISORS	13	7	0.01%	0.04%	0.09%	Q1 2017	Q3 2023	20
WealthTrust Fairport, LLC	11	9	0.02%	0.20%	3.20%	Q2 2013	Q1 2019	20
Whitnell & Co.	20	20	0.02%	0.17%	0.23%	Q1 2015	Q4 2019	20
MERITAGE PORTFOLIO MANAGEMENT	12	1	0.02%	0.06%	0.56%	Q2 2013	Q3 2020	20
AMARILLO NATIONAL BANK	19	1	0.11%	0.29%	0.80%	Q1 2014	Q3 2023	20
LEVEL FOUR ADVISORY SERVICES, LLC	13	3	0.01%	0.24%	1.04%	Q4 2016	Q2 2022	20
ROYCE & ASSOCIATES LP	19	1	0.02%	0.05%	0.08%	Q2 2013	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	0.31%	1.03%	1.80%	Q4 2016	Q3 2021	20
Pettinga Financial Advisors LLC	20	20	0.33%	0.67%	1.31%	Q4 2018	Q3 2023	20
Heritage Wealth Advisors	20	20	0.03%	0.22%	0.80%	Q4 2018	Q3 2023	20
MANUFACTURERS LIFE INSURANCE COMPANY, THE	10	1	0.00%	0.01%	0.04%	Q4 2013	Q3 2022	20
Wealthspire Advisors, L.P.	20	20	0.02%	0.09%	0.17%	Q4 2015	Q3 2020	20
O'Brien Wealth Partners LLC	20	20	0.10%	1.60%	3.89%	Q4 2015	Q3 2020	20
Legacy Bridge, LLC	20	20	1.00%	1.25%	1.66%	Q4 2018	Q3 2023	20
THOMPSON DAVIS & CO., INC.	20	20	0.01%	0.43%	1.22%	Q4 2013	Q3 2018	20
Eukles Asset Management	20	20	0.59%	0.78%	0.96%	Q4 2018	Q3 2023	20
Broadview Financial Management, LLC	14	5	0.18%	0.34%	0.42%	Q4 2018	Q3 2023	19
CCG WEALTH MANAGEMENT, LLC	19	19	0.13%	0.36%	0.62%	Q4 2018	Q2 2023	19
Archer Investment Corp	10	9	0.01%	0.09%	0.41%	Q4 2018	Q3 2023	19
Keudell/Morrison Wealth Management	19	19	0.12%	0.21%	0.32%	Q1 2019	Q3 2023	19
Financial Advocates Investment Management	19	19	0.02%	0.05%	0.07%	Q1 2019	Q3 2023	19
MACQUARIE GROUP LTD	8	1	0.00%	0.05%	0.15%	Q2 2013	Q2 2022	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.00%	0.01%	0.07%	Q3 2018	Q3 2023	19
LAKE STREET PRIVATE WEALTH, LLC	19	19	0.55%	1.00%	2.35%	Q1 2019	Q3 2023	19
Lourd Capital, LLC	19	19	0.04%	0.06%	0.15%	Q2 2013	Q4 2017	19
MANAGED ASSET PORTFOLIOS, LLC	15	1	0.03%	0.21%	2.20%	Q1 2018	Q2 2023	19
SIMON QUICK ADVISORS, LLC	19	19	0.39%	4.17%	9.18%	Q4 2016	Q2 2021	19
Laurel Wealth Advisors, Inc.	19	19	0.11%	0.18%	0.25%	Q4 2015	Q2 2020	19
Rikoon Group, LLC	19	19	0.09%	0.15%	0.33%	Q3 2016	Q1 2021	19
Camarda Financial Advisors, LLC	13	6	0.00%	0.03%	0.06%	Q4 2013	Q2 2019	19
KING LUTHER CAPITAL MANAGEMENT CORP	19	19	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	19
Graves Light Lenhart Wealth, Inc.	17	2	0.41%	0.64%	0.88%	Q4 2018	Q3 2023	19
TSFG, LLC	19	19	0.03%	0.05%	0.09%	Q1 2019	Q3 2023	19
FULTON BANK, N.A.	13	6	0.01%	0.01%	0.02%	Q3 2018	Q4 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.01%	0.04%	0.09%	Q1 2019	Q3 2023	19
Zions Bancorporation, N.A.	19	19	0.03%	0.28%	0.74%	Q1 2019	Q3 2023	19
Icon Wealth Partners, LLC	9	3	0.03%	0.10%	0.38%	Q4 2017	Q3 2023	19
LODESTAR INVESTMENT COUNSEL LLC/IL	18	18	0.06%	0.07%	0.11%	Q1 2015	Q2 2019	18
Belpointe Asset Management LLC	18	18	0.03%	0.05%	0.11%	Q2 2019	Q3 2023	18
WEALTHSOURCE PARTNERS, LLC	15	3	0.10%	0.12%	0.20%	Q2 2017	Q3 2023	18
B. Riley Wealth Advisors, Inc.	13	1	0.00%	0.04%	0.19%	Q2 2014	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.63%	0.71%	0.82%	Q2 2013	Q3 2017	18
Trust Co	18	18	0.00%	0.01%	0.03%	Q3 2016	Q4 2020	18
Alexandria Capital, LLC	18	18	0.01%	0.03%	0.06%	Q2 2013	Q3 2017	18
RELIANCE TRUST CO OF DELAWARE	11	7	0.18%	0.27%	0.34%	Q2 2013	Q1 2019	18
Accredited Investors Inc.	10	8	0.03%	0.92%	3.35%	Q4 2017	Q4 2022	18
Vigilant Capital Management, LLC	15	3	0.01%	0.07%	0.11%	Q2 2016	Q1 2022	18
WELLINGTON MANAGEMENT GROUP LLP	9	3	0.00%	0.00%	0.02%	Q4 2018	Q3 2023	18
PICTON MAHONEY ASSET MANAGEMENT	17	1	0.02%	0.20%	1.16%	Q3 2017	Q3 2023	18
Ellevest, Inc.	18	18	0.00%	0.00%	0.01%	Q4 2018	Q1 2023	18
CONNING INC.	18	18	0.01%	0.13%	0.16%	Q1 2014	Q2 2018	18
Bedel Financial Consulting, Inc.	17	1	0.00%	0.02%	0.07%	Q1 2018	Q2 2023	18
SVB WEALTH LLC	18	18	0.04%	0.33%	0.71%	Q2 2019	Q3 2023	18
NATIONAL PLANNING CORP	18	18	0.03%	0.05%	0.08%	Q2 2013	Q3 2017	18
Summit Financial, LLC	12	6	0.03%	0.09%	0.16%	Q4 2018	Q3 2023	18
Larson Financial Group LLC	16	2	0.00%	0.05%	0.14%	Q4 2018	Q3 2023	18
Ellis Investment Partners, LLC	18	18	0.02%	0.06%	0.08%	Q2 2019	Q3 2023	18
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	18	18	0.03%	0.15%	0.25%	Q2 2019	Q3 2023	18
FIFTH THIRD SECURITIES, INC.	8	1	0.18%	0.24%	0.32%	Q1 2016	Q3 2023	18
WealthPLAN Partners, LLC	9	1	0.01%	0.07%	0.14%	Q3 2016	Q4 2023	18
Asset Planning Services, Ltd.	18	18	0.06%	0.14%	0.25%	Q2 2015	Q3 2019	18
Private Capital Group, LLC	18	18	0.01%	0.03%	0.05%	Q4 2017	Q1 2022	18
Brown Advisory Securities, LLC	18	18	0.04%	0.16%	0.34%	Q3 2017	Q4 2021	18
Independence Advisors, LLC	18	18	0.33%	0.55%	0.83%	Q2 2016	Q3 2020	18
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	11	7	0.04%	0.05%	0.07%	Q1 2019	Q3 2023	18
GABLES CAPITAL MANAGEMENT INC.	17	17	0.31%	0.44%	0.55%	Q3 2019	Q3 2023	17
ENTERPRISE FINANCIAL SERVICES CORP	16	1	0.02%	0.06%	0.23%	Q2 2013	Q3 2021	17
StoneX Group Inc.	12	5	0.03%	0.15%	0.32%	Q3 2017	Q4 2021	17
MONROE BANK & TRUST/MI	6	3	0.04%	0.06%	0.07%	Q2 2013	Q2 2018	17
CARDINAL CAPITAL MANAGEMENT LLC /CT	3	1	0.01%	0.16%	0.53%	Q4 2013	Q2 2023	17
TRUST DEPARTMENT MB FINANCIAL BANK N A	16	1	0.00%	0.01%	0.02%	Q2 2013	Q2 2018	17
BOURGEON CAPITAL MANAGEMENT LLC	17	17	0.02%	0.03%	0.05%	Q3 2019	Q3 2023	17
MARSHALL FINANCIAL GROUP INC /ADV	12	5	0.09%	0.15%	0.29%	Q4 2018	Q3 2023	17
WEST PACES ADVISORS INC.	17	17	0.03%	0.04%	0.09%	Q3 2019	Q3 2023	17
WRAPMANAGER INC	17	17	0.08%	0.22%	0.40%	Q4 2015	Q4 2019	17
Royal Fund Management, LLC	14	3	0.05%	0.20%	0.64%	Q4 2016	Q2 2021	17
MOTCO	6	1	0.00%	0.01%	0.02%	Q2 2013	Q4 2020	17
INVESTMENT CENTERS OF AMERICA INC	15	2	0.04%	0.07%	0.12%	Q2 2013	Q3 2017	17
Brinker Capital Investments, LLC	11	1	0.00%	0.00%	0.03%	Q3 2015	Q2 2022	17
1st Global Advisors, Inc.	17	17	0.05%	0.44%	6.38%	Q2 2013	Q2 2017	17
F3Logic, LLC	17	17	0.11%	1.53%	2.55%	Q4 2018	Q4 2022	17
Penobscot Investment Management Company, Inc.	6	1	0.00%	0.05%	0.11%	Q4 2016	Q3 2023	17
Leonetti & Associates, LLC	17	17	0.06%	0.08%	0.11%	Q4 2014	Q4 2018	17
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.03%	1.07%	1.35%	Q4 2019	Q3 2023	17
LMCG INVESTMENTS, LLC	10	7	0.07%	0.12%	0.17%	Q2 2013	Q3 2023	17
Highlander Capital Management, LLC	11	6	0.01%	0.01%	0.01%	Q3 2017	Q1 2022	17
WFG Advisors, LP	17	17	0.01%	0.06%	0.29%	Q2 2013	Q2 2017	17
Karp Capital Management Corp	6	1	0.01%	1.00%	2.20%	Q1 2015	Q3 2022	17
BTC Capital Management, Inc.	11	1	0.03%	0.18%	1.05%	Q3 2014	Q3 2023	17
Avior Wealth Management, LLC	15	2	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	17
Joel Isaacson & Co., LLC	17	17	0.01%	0.02%	0.03%	Q4 2012	Q4 2016	17
Balentine LLC	9	7	0.00%	0.89%	4.82%	Q4 2016	Q3 2023	16
Oldfather Financial Services, LLC	16	16	1.53%	1.89%	2.22%	Q4 2019	Q3 2023	16
NORTHPOINTE CAPITAL LLC	16	16	0.00%	0.02%	0.07%	Q3 2014	Q2 2018	16
Equitable Holdings, Inc.	16	16	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	16
True North Advisors, LLC	16	16	0.11%	0.15%	0.20%	Q4 2019	Q3 2023	16
Prospera Financial Services Inc	8	1	0.01%	0.05%	0.09%	Q1 2017	Q3 2023	16
Hutchin Hill Capital, LP	12	4	0.04%	0.38%	1.81%	Q4 2013	Q4 2017	16
Austin Private Wealth, LLC	16	16	0.05%	0.10%	0.22%	Q4 2019	Q3 2023	16
Stonehage Fleming Financial Services Holdings Ltd	12	1	0.01%	0.03%	0.04%	Q4 2015	Q3 2023	16
Kingsview Wealth Management, LLC	6	1	0.01%	0.02%	0.05%	Q1 2019	Q3 2023	16
Belmont Capital, LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.00%	0.02%	0.10%	Q3 2019	Q3 2023	16
Firestone Capital Management	16	16	0.22%	0.25%	0.29%	Q4 2019	Q3 2023	16
Sageworth Trust Co	13	3	0.00%	0.05%	0.09%	Q4 2014	Q4 2021	16
Relyea Zuckerberg Hanson LLC	16	16	0.19%	0.66%	1.72%	Q4 2019	Q3 2023	16
Patten Group, Inc.	15	1	0.00%	0.02%	0.03%	Q4 2014	Q4 2018	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.23%	0.28%	0.45%	Q4 2019	Q3 2023	16
DAVIDSON TRUST CO	16	16	0.21%	0.32%	0.37%	Q4 2019	Q3 2023	16
Comprehensive Financial Management LLC	16	16	0.25%	0.61%	1.14%	Q4 2019	Q3 2023	16
Berman Capital Advisors, LLC	16	16	0.00%	1.97%	4.81%	Q4 2017	Q3 2021	16
MADISON INVESTMENT HOLDINGS INC	16	16	0.01%	0.01%	0.01%	Q4 2015	Q3 2019	16
OneDigital Investment Advisors LLC	10	1	0.00%	0.01%	0.02%	Q2 2017	Q3 2023	16
Carlton Hofferkamp & Jenks Wealth Management, LLC	16	16	0.11%	0.15%	0.19%	Q4 2019	Q3 2023	16
Smart Portfolios, LLC	7	4	0.06%	2.63%	7.99%	Q2 2013	Q1 2019	16
Krilogy Financial LLC	9	1	0.01%	0.02%	0.03%	Q3 2015	Q1 2023	16
FIDUCIARY TRUST INTERNATIONAL LLC	13	3	0.04%	0.07%	0.11%	Q2 2013	Q4 2019	16
TRUSTCORE FINANCIAL SERVICES, LLC	10	2	0.00%	0.21%	1.19%	Q4 2017	Q4 2022	16
Stonebridge Capital Advisors LLC	11	5	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	16
UBS ASSET MANAGEMENT AMERICAS INC	16	16	0.00%	0.01%	0.08%	Q1 2016	Q4 2019	16
Halpern Financial, Inc.	16	16	0.12%	0.17%	0.22%	Q4 2019	Q3 2023	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.01%	0.06%	0.10%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	2.61%	3.33%	4.02%	Q2 2013	Q1 2017	16
Disciplined Investments, LLC	16	16	0.48%	0.84%	1.55%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.31%	0.67%	1.77%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
FSA Wealth Management LLC	16	16	0.90%	3.65%	4.54%	Q4 2019	Q3 2023	16
Keebeck Wealth Management, LLC	16	16	0.07%	0.24%	0.48%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	0.14%	0.28%	1.85%	Q4 2019	Q3 2023	16
Institute for Wealth Management, LLC.	8	2	0.00%	0.09%	0.24%	Q4 2019	Q3 2023	16
Wealth Architects, LLC	15	1	0.13%	0.41%	0.53%	Q4 2014	Q3 2023	16
TFO Wealth Partners, LLC	16	16	0.01%	0.29%	4.38%	Q4 2019	Q3 2023	16
CreativeOne Wealth, LLC	16	16	0.02%	0.06%	0.07%	Q4 2019	Q3 2023	16
VAUGHAN & Co SECURITIES, INC.	16	16	0.53%	0.65%	0.78%	Q4 2019	Q3 2023	16
Independent Family Office, LLC	16	16	1.76%	2.60%	3.28%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	1.79%	2.26%	4.63%	Q4 2019	Q3 2023	16
MISSION WEALTH MANAGEMENT, LP	8	3	0.01%	0.03%	0.05%	Q4 2016	Q1 2022	16
BALLAST ADVISORS LLC	16	16	0.02%	0.02%	0.03%	Q4 2019	Q3 2023	16
Capstone Financial Advisors, Inc.	10	1	0.04%	0.31%	1.40%	Q4 2014	Q4 2019	16
American Investment Services, Inc.	6	2	0.04%	0.10%	0.17%	Q2 2013	Q1 2023	16
Country Club Trust Company, n.a.	9	1	0.03%	0.19%	0.33%	Q1 2017	Q4 2021	16
Powell Investment Advisors, LLC	16	16	4.50%	6.95%	8.60%	Q4 2019	Q3 2023	16
Marotta Asset Management	13	3	0.08%	0.16%	0.38%	Q4 2019	Q4 2023	16
S.A. Mason LLC	16	16	0.09%	0.14%	0.16%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.04%	0.06%	0.08%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	0.40%	0.60%	0.97%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.02%	0.05%	0.26%	Q4 2019	Q3 2023	16
McKinley Carter Wealth Services, Inc.	13	1	0.02%	0.98%	1.94%	Q1 2018	Q3 2023	15
ARTHUR M. COHEN & ASSOCIATES, LLC	11	1	0.07%	0.18%	0.41%	Q3 2014	Q2 2020	15
Fort Point Capital Partners LLC	13	1	0.05%	0.79%	2.76%	Q1 2018	Q3 2023	15
Darwin Wealth Management, LLC	15	15	0.08%	0.49%	1.36%	Q4 2016	Q2 2020	15
PrairieView Partners, LLC	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
Tower View Wealth Management LLC	10	1	0.00%	0.66%	2.30%	Q4 2017	Q2 2023	15
Capital Investment Advisory Services, LLC	11	1	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.04%	0.10%	0.18%	Q2 2013	Q4 2016	15
Investors Research Corp	15	15	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	15
TWIN FOCUS CAPITAL PARTNERS, LLC	14	1	0.05%	0.31%	0.58%	Q2 2015	Q4 2022	15
Retirement Group, LLC	14	1	0.01%	0.07%	0.31%	Q4 2019	Q3 2023	15
Maltin Wealth Management, Inc.	15	15	1.18%	1.53%	1.96%	Q1 2020	Q3 2023	15
GREAT VALLEY ADVISOR GROUP, INC.	14	1	0.04%	0.05%	0.06%	Q4 2019	Q3 2023	15
Prestige Wealth Management Group LLC	9	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	15
SCOTIA CAPITAL INC.	11	1	0.00%	0.00%	0.01%	Q4 2014	Q2 2023	15
AdvicePeriod, LLC	15	15	0.19%	0.48%	0.72%	Q4 2017	Q2 2021	15
NewEdge Advisors, LLC	12	1	0.01%	0.07%	0.20%	Q2 2017	Q3 2023	15
Westside Investment Management, Inc.	9	1	0.00%	0.04%	0.21%	Q4 2016	Q3 2023	15
Capital Square, LLC	15	15	0.23%	0.27%	0.31%	Q4 2019	Q2 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.04%	0.04%	0.05%	Q4 2019	Q3 2023	15
CERTUITY, LLC	12	3	0.04%	0.22%	0.75%	Q4 2019	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	0.11%	0.20%	0.96%	Q4 2019	Q3 2023	15
BlackRock Investment Management, LLC	15	15	0.00%	0.01%	0.02%	Q2 2013	Q4 2016	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	0.75%	1.68%	2.36%	Q4 2019	Q3 2023	15
Aprio Wealth Management, LLC	10	5	0.13%	0.36%	1.15%	Q4 2019	Q3 2023	15
Center for Financial Planning, Inc.	15	15	0.07%	0.20%	0.34%	Q1 2020	Q3 2023	15
HERON FINANCIAL GROUP, LLC	15	15	2.49%	3.35%	3.95%	Q4 2019	Q2 2023	15
Carlson Capital Management	15	15	0.10%	0.19%	0.32%	Q1 2020	Q3 2023	15
Procyon Advisors, LLC	12	3	0.02%	0.08%	0.16%	Q4 2019	Q3 2023	15
Family Firm, Inc.	15	15	0.22%	0.36%	0.47%	Q1 2020	Q3 2023	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.00%	0.09%	0.15%	Q1 2017	Q3 2020	15
BANK OF HAWAII	15	15	0.39%	0.47%	0.50%	Q3 2014	Q1 2018	15
Northeast Financial Consultants Inc	7	3	0.02%	0.03%	0.07%	Q1 2018	Q2 2022	15
FIRST COMMONWEALTH FINANCIAL CORP /PA/	14	1	0.14%	0.82%	1.56%	Q3 2018	Q3 2023	15
CANANDAIGUA NATIONAL BANK & TRUST CO	11	4	0.04%	0.09%	0.12%	Q1 2014	Q1 2018	15
DROMS STRAUSS ADVISORS INC /MO/ /ADV	15	15	1.89%	2.79%	5.80%	Q1 2020	Q3 2023	15
GUARDIAN LIFE INSURANCE CO OF AMERICA	10	5	0.32%	4.31%	11.67%	Q1 2016	Q4 2019	15
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	7	1	0.00%	0.24%	2.17%	Q4 2013	Q4 2019	15
CHEMICAL BANK	15	15	0.05%	0.07%	0.08%	Q4 2015	Q2 2019	15
IBERIABANK CORP	12	3	0.14%	0.33%	0.58%	Q4 2012	Q2 2020	15
Cribstone Capital Management, LLC	10	5	0.01%	0.03%	0.07%	Q2 2016	Q1 2020	15
Transamerica Financial Advisors, Inc.	6	1	0.00%	0.10%	0.45%	Q2 2013	Q2 2019	15
OSAIC HOLDINGS, INC.	15	15	0.04%	0.05%	0.11%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.05%	0.17%	0.76%	Q2 2016	Q4 2019	15
Clearstead Trust, LLC	9	1	0.00%	0.04%	0.38%	Q2 2017	Q3 2023	14
Keeley-Teton Advisors, LLC	9	1	0.02%	0.12%	0.35%	Q4 2017	Q3 2023	14
DEERE & CO	14	14	0.16%	0.27%	0.37%	Q2 2013	Q3 2016	14
BRAVE ASSET MANAGEMENT INC	12	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2017	14
Southern Wealth Management, LLP	14	14	0.18%	1.33%	2.64%	Q4 2019	Q1 2023	14
Arcus Capital Partners, LLC	13	1	0.04%	0.59%	1.50%	Q1 2017	Q4 2022	14
Cypress Wealth Services, LLC	14	14	0.05%	0.10%	0.15%	Q4 2017	Q1 2021	14
IndexIQ Advisors LLC	4	1	0.00%	0.11%	0.69%	Q2 2015	Q1 2022	14
Klingman & Associates, LLC	14	14	0.14%	0.17%	0.21%	Q2 2020	Q3 2023	14
Tranquility Partners, LLC	9	1	0.09%	0.34%	0.58%	Q2 2019	Q2 2023	14
Atlas Private Wealth Advisors	14	14	0.52%	0.69%	0.85%	Q2 2020	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.04%	0.09%	0.15%	Q2 2020	Q3 2023	14
Lehman & Derafelo Financial Resources LLC	12	2	0.00%	0.01%	0.01%	Q4 2018	Q3 2022	14
TIEDEMANN ADVISORS, LLC	13	1	0.02%	0.03%	0.04%	Q4 2017	Q2 2021	14
Private Vista, LLC	10	1	0.63%	1.17%	1.72%	Q3 2016	Q2 2020	14
ROPES WEALTH ADVISORS LLC	13	1	0.00%	0.01%	0.04%	Q3 2016	Q1 2020	14
TWO SIGMA INVESTMENTS, LP	3	1	0.00%	0.02%	0.09%	Q4 2013	Q3 2023	14
Alaska Permanent Fund Corp	12	2	1.57%	5.06%	9.22%	Q1 2020	Q3 2023	14
E&G Advisors, LP	11	3	0.12%	0.35%	0.60%	Q4 2013	Q3 2023	14
LOWE BROCKENBROUGH & CO INC	14	14	0.19%	0.23%	0.30%	Q2 2020	Q3 2023	14
Psagot Value Holdings Ltd.	13	1	0.00%	0.11%	0.24%	Q2 2013	Q1 2017	14
Lindbrook Capital, LLC	8	6	0.02%	0.04%	0.08%	Q4 2018	Q3 2023	14
BlackRock Institutional Trust Company, N.A.	14	14	0.00%	0.00%	0.00%	Q3 2013	Q4 2016	14
LBA Wealth Management, LLC	14	14	0.04%	0.16%	0.37%	Q4 2013	Q1 2017	14
Alhambra Investment Management LLC	13	1	0.69%	1.07%	1.59%	Q4 2019	Q3 2023	14
Element Wealth, LLC	14	14	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	14
UNITED SERVICES AUTOMOBILE ASSOCIATION	9	5	0.02%	0.14%	0.21%	Q2 2013	Q3 2017	14
IFC Holdings Incorporated/FL	11	3	0.02%	0.08%	0.13%	Q2 2013	Q4 2017	14
Biltmore Family Office, LLC	12	2	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	14
Wealthspire Advisors, LLC	12	1	0.00%	0.02%	0.11%	Q4 2018	Q3 2023	14
Fortis Advisors, LLC	9	4	0.00%	0.03%	0.07%	Q3 2017	Q1 2021	13
KANALY TRUST CO	13	13	0.01%	0.01%	0.01%	Q4 2013	Q4 2016	13
Weyland Capital Management, LLC	13	13	1.48%	13.57%	17.51%	Q2 2013	Q2 2016	13
Graypoint LLC	13	13	0.05%	0.07%	0.09%	Q3 2020	Q3 2023	13
Sowell Financial Services LLC	10	3	0.00%	0.05%	0.15%	Q4 2016	Q4 2021	13
Advisors Preferred, LLC	3	2	0.57%	6.17%	13.06%	Q4 2013	Q3 2022	13
Calamos Advisors LLC	7	6	0.06%	0.12%	0.20%	Q3 2017	Q1 2021	13
Leelyn Smith, LLC	13	13	0.00%	0.00%	0.01%	Q4 2019	Q4 2022	13
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income	5	1	0.00%	0.13%	0.51%	Q2 2013	Q1 2022	13
Key FInancial Inc	12	1	0.10%	0.17%	0.22%	Q1 2020	Q3 2023	13
CAMBRIDGE TRUST CO	7	2	0.00%	0.02%	0.04%	Q2 2016	Q2 2023	13
Zions Bancorporation	13	13	0.72%	1.80%	2.22%	Q1 2015	Q1 2018	13
TimeScale Financial, Inc.	9	4	0.00%	0.00%	0.02%	Q2 2019	Q2 2023	13
Visionary Wealth Advisors	13	13	0.07%	0.11%	0.15%	Q3 2020	Q3 2023	13
Timber Hill LLC	7	1	0.01%	0.07%	0.42%	Q3 2013	Q3 2017	13
Round Table Services, LLC	7	6	0.23%	1.25%	2.84%	Q4 2018	Q3 2022	13
Pure Financial Advisors, LLC	13	13	0.14%	0.28%	0.42%	Q4 2020	Q4 2023	13
Sargent Bickham Lagudis LLC	7	6	0.00%	0.02%	0.16%	Q4 2016	Q4 2022	13
CORNERCAP INVESTMENT COUNSEL INC	5	1	0.03%	0.05%	0.09%	Q1 2015	Q1 2022	13
TELEMUS CAPITAL, LLC	11	1	0.02%	0.22%	0.64%	Q3 2013	Q3 2021	13
Wells Trecaso Financial Group, LLC	5	1	0.09%	0.17%	0.23%	Q1 2018	Q2 2023	13
PRIVATE TRUST CO NA	7	6	0.02%	0.13%	0.63%	Q1 2013	Q3 2023	13
Integrated Wealth Concepts LLC	12	1	0.01%	0.07%	0.13%	Q4 2019	Q3 2023	13
Litman Gregory Wealth Management LLC	11	2	0.00%	0.01%	0.03%	Q3 2018	Q3 2023	13
Resource Management, LLC	13	13	1.14%	2.49%	4.77%	Q4 2018	Q4 2021	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.03%	0.09%	0.17%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.06%	0.09%	0.13%	Q3 2020	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.00%	0.01%	0.03%	Q3 2020	Q3 2023	13
McLean Asset Management Corp	13	13	1.54%	2.40%	4.68%	Q4 2020	Q4 2023	13
ADVISORY RESEARCH INC	3	1	0.00%	0.06%	0.42%	Q4 2013	Q4 2022	13
Stegner Investment Associates Inc.	13	13	0.80%	1.06%	1.43%	Q3 2020	Q3 2023	13
Richard Bernstein Advisors LLC	9	4	0.00%	1.78%	6.45%	Q1 2015	Q4 2022	13
Chicago Partners Investment Group LLC	12	1	0.02%	0.03%	0.06%	Q4 2014	Q3 2023	13
STEEL GROVE CAPITAL ADVISORS, LLC	6	1	0.05%	0.33%	1.13%	Q2 2013	Q3 2023	13
SCHNEIDER CAPITAL MANAGEMENT CORP	10	1	0.02%	0.09%	0.37%	Q2 2013	Q4 2016	13
CI INVESTMENTS INC.	13	13	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	13
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11	1	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	13
Verdence Capital Advisors LLC	12	1	0.02%	0.05%	0.11%	Q4 2017	Q3 2023	13
Miracle Mile Advisors, LLC	13	13	0.01%	0.22%	1.04%	Q3 2020	Q3 2023	13
Aptus Capital Advisors, LLC	10	3	0.00%	0.00%	0.01%	Q3 2019	Q3 2023	13
Gator Capital Management, LLC	8	5	0.25%	0.36%	0.44%	Q4 2017	Q3 2023	13
BRIDGEWAY CAPITAL MANAGEMENT, LLC	7	1	0.01%	0.09%	0.29%	Q2 2013	Q3 2023	13
SAWGRASS ASSET MANAGEMENT LLC	13	13	0.01%	0.02%	0.03%	Q4 2016	Q4 2019	13
FIRST HAWAIIAN BANK	8	2	0.00%	0.03%	0.05%	Q2 2013	Q3 2023	13
Ferris Capital, LLC	11	1	0.08%	0.12%	0.19%	Q2 2017	Q2 2021	13
Nationwide Fund Advisors	7	1	0.00%	0.01%	0.02%	Q3 2013	Q3 2017	13
FIRST NATIONAL TRUST CO	12	12	0.02%	0.06%	0.14%	Q1 2017	Q4 2019	12
HOLLENCREST CAPITAL MANAGEMENT	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	0.04%	0.65%	1.67%	Q4 2019	Q3 2023	12
SHEPHERD KAPLAN KROCHUK, LLC	8	1	0.02%	0.32%	1.64%	Q4 2013	Q2 2020	12
Twele Capital Management, Inc.	12	12	0.06%	0.07%	0.08%	Q2 2013	Q1 2016	12
Verition Fund Management LLC	4	1	0.01%	0.06%	0.20%	Q3 2013	Q3 2020	12
Simplicity Solutions, LLC	4	1	0.01%	0.05%	0.24%	Q4 2016	Q3 2023	12
SIMPLEX TRADING, LLC	3	1	0.00%	0.02%	0.12%	Q1 2015	Q2 2023	12
Fiera Capital Corp	11	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2020	12
Virtu Financial LLC	4	1	0.02%	0.61%	2.05%	Q3 2013	Q3 2018	12
Carnick & Kubik, LLC	12	12	0.11%	1.56%	4.50%	Q2 2013	Q1 2016	12
CAHILL FINANCIAL ADVISORS INC	12	12	0.07%	0.12%	0.23%	Q4 2020	Q3 2023	12
Peak Asset Management, LLC	12	12	0.06%	0.07%	0.07%	Q4 2020	Q3 2023	12
Ruggie Capital Group	6	2	0.00%	0.00%	0.01%	Q4 2014	Q3 2018	12
Rinet Co LLC	12	12	0.37%	0.58%	0.86%	Q4 2018	Q3 2021	12
Pensionmark Financial Group, LLC	12	12	0.06%	0.20%	0.38%	Q4 2020	Q3 2023	12
Renasant Bank	12	12	0.36%	0.61%	0.87%	Q4 2020	Q3 2023	12
Capital Asset Advisory Services LLC	12	12	0.00%	0.00%	0.01%	Q4 2019	Q3 2022	12
Ausdal Financial Partners, Inc.	12	12	0.07%	0.18%	0.28%	Q4 2015	Q3 2018	12
NVWM, LLC	8	4	0.00%	0.04%	0.05%	Q4 2017	Q3 2023	12
AE Wealth Management LLC	10	2	0.00%	0.05%	0.30%	Q4 2016	Q3 2023	12
Crescent Grove Advisors, LLC	11	1	0.05%	0.10%	0.13%	Q4 2018	Q3 2023	12
MGO ONE SEVEN LLC	9	1	0.01%	0.03%	0.04%	Q4 2017	Q3 2023	12
TIAA Kaspick, LLC	12	12	0.13%	1.09%	2.66%	Q4 2018	Q3 2021	12
Facet Wealth, Inc.	12	12	1.80%	6.38%	9.20%	Q4 2020	Q3 2023	12
INNEALTA CAPITAL, LLC	6	6	0.15%	1.48%	2.87%	Q4 2018	Q3 2023	12
Baldrige Asset Management LLC	8	4	0.06%	0.14%	0.30%	Q1 2019	Q1 2023	12
Semmax Financial Advisors Inc.	11	1	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	12
O'Brien Greene & Co. Inc	12	12	0.14%	0.18%	0.21%	Q4 2018	Q3 2021	12
EPG Wealth Management LLC	10	2	0.06%	0.09%	0.22%	Q4 2019	Q3 2023	12
BEAM WEALTH ADVISORS, INC.	12	12	0.33%	1.41%	2.11%	Q4 2020	Q3 2023	12
N.E.W. Advisory Services LLC	12	12	0.04%	0.09%	0.21%	Q4 2020	Q3 2023	12
Fullen Financial Group	12	12	0.27%	0.34%	0.38%	Q2 2020	Q1 2023	12
Windward Private Wealth Management Inc.	12	12	0.85%	1.21%	1.66%	Q4 2020	Q3 2023	12
Falcon Wealth Planning	12	12	0.20%	0.31%	0.48%	Q4 2020	Q3 2023	12
Foster Group, Inc.	12	12	0.01%	0.03%	0.05%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	4.26%	5.42%	6.41%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.12%	0.54%	0.88%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.05%	0.05%	0.06%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	1.12%	1.45%	1.81%	Q4 2020	Q3 2023	12
Veery Capital, LLC	12	12	0.51%	0.67%	0.86%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.13%	0.25%	0.36%	Q4 2020	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.06%	0.07%	0.07%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.14%	0.44%	1.01%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.75%	1.18%	1.56%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.07%	0.10%	0.13%	Q4 2020	Q3 2023	12
Alamar Capital Management, LLC	12	12	0.69%	1.05%	1.30%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.02%	0.04%	0.07%	Q4 2020	Q3 2023	12
Newbridge Financial Services Group, Inc.	12	12	0.00%	0.04%	0.18%	Q3 2020	Q2 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.03%	0.23%	Q2 2013	Q1 2016	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.04%	0.07%	0.10%	Q4 2018	Q3 2021	12
CAMBIAR INVESTORS LLC	3	1	0.00%	0.04%	0.16%	Q4 2014	Q4 2021	12
QUEST CAPITAL MANAGEMENT INC /ADV	7	5	0.06%	0.07%	0.08%	Q4 2018	Q4 2021	12
CENTAURUS FINANCIAL, INC.	11	1	0.01%	0.02%	0.02%	Q2 2018	Q3 2023	12
NBT BANK N A /NY	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	0.13%	0.17%	0.24%	Q4 2020	Q3 2023	12
HM PAYSON & CO	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Addison Advisors LLC	10	1	0.05%	0.08%	0.11%	Q4 2020	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.01%	0.08%	0.15%	Q1 2019	Q3 2021	11
McClarren Financial Advisors, Inc.	6	5	0.12%	0.13%	0.15%	Q4 2020	Q3 2023	11
TCG Advisory Services, LLC	11	11	0.04%	0.27%	0.66%	Q1 2021	Q3 2023	11
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION	11	11	0.33%	0.90%	1.11%	Q2 2013	Q4 2015	11
WestHill Financial Advisors, Inc.	9	2	0.02%	0.04%	0.05%	Q4 2020	Q3 2023	11
CT Financial Advisors LLC	10	1	0.10%	0.13%	0.18%	Q1 2014	Q1 2017	11
Cypress Capital Group	11	11	0.03%	0.15%	0.22%	Q1 2021	Q3 2023	11
FIRST MIDWEST BANK TRUST DIVISION	10	1	0.06%	0.24%	0.43%	Q4 2018	Q4 2021	11
Wagner Wealth Management, LLC	6	1	0.00%	0.04%	0.08%	Q4 2017	Q4 2022	11
Oliver Luxxe Assets LLC	10	1	0.07%	0.10%	0.13%	Q3 2019	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.07%	0.13%	0.21%	Q4 2018	Q2 2021	11
BALDWIN BROTHERS LLC/MA	6	1	0.00%	0.01%	0.02%	Q3 2016	Q3 2023	11
TRUEWEALTH LLC	11	11	0.03%	0.06%	0.10%	Q4 2017	Q2 2020	11
Sage Mountain Advisors LLC	10	1	0.00%	0.02%	0.02%	Q4 2020	Q3 2023	11
Lowe Wealth Advisors, LLC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
B. Riley Wealth Management, Inc.	6	1	0.00%	0.01%	0.04%	Q1 2014	Q2 2022	11
DUPONT CAPITAL MANAGEMENT CORP	6	5	0.02%	0.21%	0.45%	Q2 2020	Q2 2023	11
FDx Advisors, Inc.	5	1	0.02%	0.05%	0.10%	Q3 2016	Q3 2023	11
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	10	1	0.06%	0.07%	0.10%	Q2 2013	Q2 2016	11
Barrett Asset Management, LLC	6	5	0.00%	0.00%	0.01%	Q1 2014	Q4 2021	11
L & S Advisors Inc	8	3	0.02%	0.17%	0.30%	Q3 2018	Q4 2021	11
Fund Evaluation Group, LLC	11	11	0.22%	1.08%	2.17%	Q2 2013	Q4 2015	11
Braver Wealth Management, LLC	7	4	0.24%	1.77%	4.73%	Q2 2013	Q4 2016	11
COMERICA SECURITIES,INC.	9	1	0.02%	0.06%	0.10%	Q2 2019	Q4 2022	11
BRIGHTON JONES LLC	11	11	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	11
J.W. COLE ADVISORS, INC.	8	3	0.04%	0.06%	0.16%	Q4 2020	Q3 2023	11
HARTFORD INVESTMENT MANAGEMENT CO	11	11	0.14%	0.24%	0.50%	Q3 2015	Q1 2018	11
Lenox Wealth Advisors, LLC	11	11	0.00%	0.00%	0.00%	Q4 2017	Q2 2020	11
Cornerstone Wealth Advisors, Inc.	11	11	0.60%	0.92%	1.35%	Q1 2021	Q3 2023	11
I.G. INVESTMENT MANAGEMENT, LTD.	6	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2017	11
Bradley & Co. Private Wealth Management, LLC	11	11	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	11
ELEMENT POINTE ADVISORS, LLC	10	1	0.07%	0.13%	0.20%	Q4 2018	Q1 2023	11
Dean Capital Management	5	1	1.32%	2.06%	3.07%	Q3 2014	Q4 2018	11
Gladstone Institutional Advisory LLC	11	11	0.03%	0.04%	0.08%	Q1 2021	Q3 2023	11
Bison Wealth, LLC	11	11	0.02%	0.07%	0.15%	Q4 2019	Q2 2022	11
Spire Wealth Management	11	11	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	11
Sierra Capital LLC	11	11	0.84%	1.17%	1.48%	Q1 2021	Q3 2023	11
CURIAN CAPITAL LLC	11	11	0.37%	1.26%	2.64%	Q2 2013	Q4 2015	11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11	11	0.01%	0.37%	0.62%	Q1 2021	Q3 2023	11
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	10
First PREMIER Bank	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
Squarepoint Ops LLC	2	1	0.01%	0.06%	0.12%	Q1 2017	Q2 2022	10
LOOMIS SAYLES & CO L P	10	10	0.00%	0.00%	0.00%	Q4 2018	Q1 2021	10
KANAWHA CAPITAL MANAGEMENT LLC	5	1	0.02%	0.03%	0.04%	Q2 2018	Q2 2023	10
BANQUE PICTET & CIE SA	4	1	0.01%	0.01%	0.06%	Q4 2013	Q4 2022	10
Silverleafe Capital Partners, LLC	5	5	0.08%	0.69%	0.99%	Q4 2020	Q4 2021	10
Prime Capital Investment Advisors, LLC	9	1	0.00%	0.19%	0.63%	Q2 2020	Q4 2022	10
ClearBridge Investments	10	10	0.01%	0.01%	0.03%	Q2 2013	Q3 2015	10
PHILLIPS FINANCIAL MANAGEMENT, LLC	5	1	0.06%	0.18%	0.36%	Q2 2013	Q3 2023	10
Capital Investment Counsel, Inc	7	1	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	10
Bigelow Investment Advisors, LLC	10	10	0.30%	0.64%	0.97%	Q4 2017	Q1 2020	10
PACES FERRY WEALTH ADVISORS, LLC	5	1	0.12%	0.64%	1.97%	Q3 2020	Q3 2023	10
Piermont Capital Management Inc.	3	1	0.08%	0.20%	0.41%	Q1 2014	Q3 2018	10
EVERMAY WEALTH MANAGEMENT LLC	10	10	0.01%	0.07%	0.12%	Q2 2021	Q3 2023	10
Accel Wealth Management	10	10	0.02%	0.02%	0.03%	Q4 2020	Q1 2023	10
Haverford Trust Co	10	10	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	10
GW HENSSLER & ASSOCIATES LTD	10	10	0.02%	3.70%	4.96%	Q1 2021	Q2 2023	10
Bell Rock Capital LLC	10	10	0.00%	0.00%	0.00%	Q4 2016	Q1 2019	10
Elite Wealth Management, Inc.	9	1	0.03%	0.04%	0.07%	Q3 2012	Q3 2016	10
SITTNER & NELSON, LLC	10	10	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	10
NORTHSTAR WEALTH PARTNERS LLC	10	10	0.14%	0.20%	0.25%	Q1 2018	Q2 2020	10
SIGMA INVESTMENT COUNSELORS INC	10	10	0.02%	0.02%	0.02%	Q2 2021	Q3 2023	10
Madden Advisory Services, Inc.	7	1	0.01%	0.02%	0.02%	Q2 2013	Q1 2017	10
Summit Trail Advisors, LLC	9	1	0.01%	0.02%	0.04%	Q4 2017	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.08%	0.13%	0.17%	Q1 2021	Q3 2023	10
ADVANTAGE INVESTMENT MANAGEMENT, LLC	6	4	0.00%	0.00%	0.01%	Q2 2016	Q4 2018	10
Brick & Kyle, Associates	10	10	0.02%	0.02%	0.03%	Q4 2014	Q1 2017	10
Capital Investment Advisors, LLC	8	2	0.01%	0.01%	0.02%	Q1 2017	Q4 2023	10
FLOW TRADERS U.S. LLC	2	1	0.00%	0.28%	1.26%	Q4 2013	Q2 2023	10
McAdam, LLC	10	10	0.03%	0.06%	0.09%	Q2 2021	Q3 2023	10
LWS Wealth Advisors, Inc.	6	1	0.07%	0.09%	0.10%	Q4 2019	Q3 2023	10
EASTERN BANK	10	10	0.02%	1.37%	1.90%	Q1 2017	Q2 2019	10
Mutual Advisors, LLC	4	3	0.01%	0.13%	0.33%	Q4 2020	Q3 2023	10
Intersect Capital LLC	6	2	0.04%	0.11%	0.17%	Q4 2014	Q1 2022	10
FLAGSHIP HARBOR ADVISORS, LLC	10	10	0.01%	0.01%	0.03%	Q2 2018	Q3 2020	10
Jacobi Capital Management LLC	6	4	0.00%	0.01%	0.07%	Q3 2017	Q3 2021	10
MANAGED ACCOUNT ADVISORS LLC	9	9	0.01%	0.02%	0.04%	Q2 2013	Q2 2015	9
Destiny Wealth Partners, LLC	9	9	0.00%	0.08%	0.16%	Q4 2020	Q4 2022	9
Stratos Wealth Advisors, LLC	6	1	0.01%	0.21%	0.53%	Q1 2020	Q3 2023	9
SteelPeak Wealth, LLC	9	9	0.02%	0.03%	0.03%	Q4 2020	Q4 2022	9
Regal Investment Advisors LLC	3	1	0.00%	0.05%	0.10%	Q1 2014	Q4 2020	9
Gerstein Fisher	7	1	0.02%	0.04%	0.06%	Q4 2013	Q3 2016	9
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	5	1	0.03%	0.03%	0.04%	Q2 2013	Q4 2016	9
Windsor Creek Advisors, LLC	7	7	0.57%	1.50%	2.65%	Q2 2020	Q4 2021	9
DAVIDSON INVESTMENT ADVISORS	9	9	0.00%	0.00%	0.00%	Q2 2015	Q2 2017	9
REDMONT WEALTH ADVISORS LLC	8	8	0.89%	4.11%	6.14%	Q4 2021	Q3 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	1.49%	1.83%	2.12%	Q3 2021	Q3 2023	9
Newport Wealth Strategies, Inc.	9	9	0.18%	0.33%	0.49%	Q4 2017	Q4 2019	9
Wealthfront Advisers LLC	9	9	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	9
BANK OF THE WEST	9	9	0.03%	0.06%	0.15%	Q4 2016	Q4 2018	9
Sound Income Strategies, LLC	5	4	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	9
626 Financial, LLC	8	1	0.52%	0.73%	1.03%	Q1 2021	Q3 2023	9
Dentgroup LLC	9	9	0.25%	0.43%	0.57%	Q4 2021	Q4 2023	9
MID CONTINENT CAPITAL LLC/IL	9	9	0.01%	0.01%	0.02%	Q2 2013	Q2 2015	9
PRICE T ROWE ASSOCIATES INC /MD/	9	9	0.00%	0.01%	0.02%	Q2 2013	Q2 2015	9
Quantbot Technologies LP	2	1	0.03%	0.09%	0.23%	Q4 2019	Q2 2023	9
Five Oceans Advisors	9	9	0.66%	1.07%	1.94%	Q3 2021	Q3 2023	9
COHEN & STEERS, INC.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
JANICZEK WEALTH MANAGEMENT, LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Aletheian Wealth Advisors LLC	9	9	0.50%	0.62%	0.91%	Q4 2021	Q4 2023	9
Artisan Partners Limited Partnership	8	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2015	9
REDW Wealth LLC	7	2	0.07%	0.08%	0.08%	Q4 2020	Q1 2023	9
TOWNSQUARE CAPITAL LLC	5	4	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	9
Chesley Taft & Associates LLC	7	1	0.01%	0.02%	0.04%	Q4 2019	Q2 2023	9
360 Financial, Inc.	9	9	0.28%	4.02%	5.23%	Q2 2020	Q2 2022	9
Cavalier Investments, LLC	7	2	0.43%	0.86%	1.49%	Q1 2017	Q1 2023	9
CASTLEARK MANAGEMENT LLC	9	9	0.06%	0.46%	1.08%	Q4 2020	Q4 2022	9
HRT FINANCIAL LP	4	2	0.00%	0.06%	0.25%	Q2 2019	Q3 2022	9
GRIES FINANCIAL LLC	9	9	0.09%	0.11%	0.14%	Q3 2021	Q3 2023	9
Affiance Financial, LLC	8	1	0.00%	0.01%	0.01%	Q1 2020	Q4 2022	9
Chicago Wealth Management, Inc.	7	1	2.28%	4.88%	6.65%	Q4 2019	Q1 2023	9
Squar Milner Financial Services LLC	7	2	0.06%	0.24%	0.48%	Q4 2017	Q1 2020	9
Truvestments Capital LLC	5	1	0.04%	0.04%	0.04%	Q2 2019	Q3 2022	9
NORTH AMERICAN MANAGEMENT CORP	9	9	0.03%	0.04%	0.04%	Q1 2016	Q1 2018	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	0.58%	0.71%	1.10%	Q4 2014	Q4 2016	9
Pinnacle Summer Investments, Inc.	8	1	0.04%	0.06%	0.09%	Q2 2013	Q3 2015	9
Front Row Advisors LLC	9	9	0.00%	0.00%	0.01%	Q4 2017	Q4 2019	9
Clear Creek Financial Management, LLC	7	2	0.14%	0.52%	1.41%	Q3 2020	Q4 2022	9
Frisch Financial Group, Inc.	9	9	0.08%	0.09%	0.10%	Q4 2020	Q4 2022	9
RWA WEALTH PARTNERS, LLC	6	1	0.02%	0.40%	0.92%	Q1 2017	Q4 2019	9
NatWest Group plc	8	1	0.00%	0.04%	0.08%	Q2 2013	Q3 2017	9
Banque Cantonale Vaudoise	9	9	0.00%	0.01%	0.01%	Q3 2021	Q3 2023	9
Virtu KCG Holdings LLC	3	1	0.01%	0.02%	0.05%	Q1 2014	Q2 2017	9
Endurance Wealth Management, Inc.	9	9	0.00%	0.00%	0.01%	Q2 2021	Q2 2023	9
NovaPoint Capital, LLC	9	9	0.76%	1.40%	1.92%	Q4 2020	Q4 2022	9
TWO SIGMA ADVISERS, LP	3	1	0.00%	0.02%	0.05%	Q3 2013	Q3 2023	9
Olympiad Research LP	7	2	0.13%	0.56%	1.63%	Q1 2020	Q3 2022	9
OPPENHEIMER ASSET MANAGEMENT INC.	2	1	0.00%	0.02%	0.07%	Q1 2017	Q2 2023	9
Crewe Advisors LLC	9	9	0.00%	0.00%	0.01%	Q4 2017	Q4 2019	9
U.S. Capital Wealth Advisors, LLC	9	9	0.02%	0.05%	0.13%	Q3 2021	Q3 2023	9
Integrated Wealth Management	9	9	0.09%	0.10%	0.11%	Q1 2015	Q1 2017	9
Bremer Bank National Association	7	1	0.02%	0.04%	0.05%	Q1 2019	Q3 2023	8
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	7	1	0.01%	0.02%	0.07%	Q3 2020	Q3 2023	8
Private Portfolio Partners LLC	6	2	0.05%	0.07%	0.08%	Q4 2020	Q2 2023	8
Rothschild Capital Partners, LLC	8	8	1.58%	2.50%	2.83%	Q1 2021	Q4 2022	8
Frontier Wealth Management LLC	8	8	0.04%	0.07%	0.09%	Q1 2015	Q4 2016	8
Risk Paradigm Group, LLC	5	3	0.02%	2.66%	6.43%	Q4 2016	Q4 2018	8
Compagnie Lombard Odier SCmA	6	2	0.00%	0.01%	0.01%	Q2 2015	Q3 2017	8
PARK AVENUE SECURITIES LLC	5	1	0.01%	0.02%	0.02%	Q3 2020	Q3 2023	8
MONTAG A & ASSOCIATES INC	8	8	0.00%	0.01%	0.04%	Q4 2021	Q3 2023	8
Monarch Partners Asset Management LLC	5	3	0.04%	0.13%	0.24%	Q3 2016	Q3 2018	8
GW&K Investment Management, LLC	3	1	0.00%	0.00%	0.01%	Q4 2018	Q4 2022	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.06%	0.06%	0.09%	Q2 2013	Q1 2015	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.01%	0.01%	0.02%	Q2 2013	Q1 2015	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.14%	0.49%	0.74%	Q4 2018	Q3 2020	8
BRANDYWINE TRUST CO	8	8	0.22%	0.32%	0.37%	Q2 2020	Q1 2022	8
FIRST INTERSTATE BANK	8	8	0.40%	0.45%	0.52%	Q3 2015	Q2 2017	8
Noven Financial Group, Inc.	4	1	0.35%	5.81%	10.73%	Q4 2013	Q1 2017	8
OLD NATIONAL BANCORP /IN/	6	2	0.04%	0.16%	0.51%	Q1 2017	Q3 2023	8
FLPUTNAM INVESTMENT MANAGEMENT CO	3	2	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	8
Advance Capital Management, Inc.	8	8	0.02%	0.04%	0.06%	Q4 2021	Q3 2023	8
NOMURA HOLDINGS INC	6	1	0.01%	0.02%	0.05%	Q2 2017	Q1 2019	8
AFAM CAPITAL, INC.	4	2	0.02%	0.11%	0.32%	Q2 2013	Q2 2018	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.00%	0.01%	0.01%	Q2 2013	Q1 2015	8
TD Waterhouse Canada Inc.	8	8	0.08%	0.09%	0.10%	Q4 2021	Q3 2023	8
CJM Wealth Advisers, Ltd.	8	8	0.16%	0.21%	0.28%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.12%	0.14%	0.19%	Q4 2021	Q3 2023	8
Avalon Investment & Advisory	8	8	0.03%	0.03%	0.03%	Q4 2016	Q3 2018	8
GRAND WEALTH MANAGEMENT, LLC	8	8	0.07%	0.08%	0.10%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	0.24%	0.27%	0.34%	Q4 2021	Q3 2023	8
LOWERY THOMAS, LLC	8	8	1.29%	1.99%	2.50%	Q4 2021	Q3 2023	8
Brooklyn FI, LLC	8	8	4.17%	7.19%	9.56%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	0.25%	0.38%	0.68%	Q4 2021	Q3 2023	8
Hanlon Investment Management, Inc.	3	1	0.00%	0.18%	0.48%	Q1 2015	Q2 2019	8
Forum Financial Management, LP	8	8	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.06%	0.07%	0.08%	Q4 2021	Q3 2023	8
Marion Wealth Management	8	8	2.13%	2.34%	2.80%	Q4 2021	Q3 2023	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	0.23%	0.28%	0.31%	Q4 2021	Q3 2023	8
City State Bank	8	8	0.05%	0.07%	0.09%	Q4 2021	Q3 2023	8
Morris Capital Advisors, LLC	8	8	0.37%	0.64%	0.90%	Q4 2020	Q3 2022	8
DRAVO BAY LLC	8	8	0.38%	0.45%	0.61%	Q4 2021	Q3 2023	8
Willingdon Wealth Management	8	8	0.00%	0.00%	0.01%	Q2 2018	Q1 2020	8
Archvest Wealth Advisors, Inc.	8	8	3.31%	3.60%	4.03%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.08%	0.09%	0.11%	Q4 2021	Q3 2023	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.10%	0.17%	0.24%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.04%	0.05%	0.05%	Q4 2021	Q3 2023	8
New Legacy Group, LLC	8	8	0.19%	1.69%	2.59%	Q4 2021	Q3 2023	8
Guidant Wealth Advisors	4	4	0.69%	1.07%	2.10%	Q3 2016	Q3 2019	8
Widmann Financial Services, Inc.	8	8	0.65%	3.94%	4.68%	Q4 2021	Q3 2023	8
Viewpoint Capital Management LLC	8	8	1.72%	2.91%	3.45%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
MBB PUBLIC MARKETS I LLC	8	8	0.06%	0.08%	0.11%	Q4 2021	Q3 2023	8
Bromfield Sneider Wealth Advisors	8	8	0.08%	0.11%	0.14%	Q1 2022	Q4 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.04%	0.09%	0.16%	Q4 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
Activest Wealth Management	6	1	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	8
JTC Employer Solutions Trustee Ltd	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Keystone Wealth Services, LLC	8	8	0.11%	0.13%	0.15%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.05%	0.07%	0.10%	Q4 2020	Q3 2022	8
NewEdge Wealth, LLC	8	8	0.01%	0.03%	0.10%	Q4 2021	Q3 2023	8
OLD MISSION CAPITAL LLC	3	1	0.02%	0.10%	0.33%	Q2 2016	Q3 2022	8
1832 Asset Management L.P.	7	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	8
VSR Financial Services, Inc.	8	8	0.02%	0.04%	0.06%	Q2 2013	Q1 2015	8
GAM Holding AG	8	8	0.07%	0.15%	0.18%	Q4 2017	Q3 2019	8
DB Wealth Management Group, LLC	8	8	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	8
Renaissance Technologies	3	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2022	8
NORWOOD FINANCIAL CORP	8	8	0.38%	0.41%	0.45%	Q4 2021	Q3 2023	8
InterOcean Capital Group, LLC	8	8	0.01%	0.02%	0.09%	Q1 2021	Q4 2022	8
Galvin, Gaustad & Stein, LLC	7	1	0.02%	0.03%	0.03%	Q4 2020	Q4 2022	8
Running Point Capital Advisors, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Journey Advisory Group, LLC	8	8	0.15%	0.23%	0.28%	Q4 2020	Q3 2022	8
Wealthstream Advisors, Inc.	8	8	0.26%	0.40%	0.52%	Q4 2021	Q3 2023	8
CAPSTONE INVESTMENT ADVISORS, LLC	6	2	0.01%	0.09%	0.19%	Q3 2021	Q3 2023	8
Mechanics Financial Corp	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7	1	0.02%	0.05%	0.08%	Q4 2020	Q4 2022	8
55I, LLC	8	8	0.02%	0.03%	0.05%	Q4 2020	Q3 2022	8
RTD Financial Advisors, Inc.	8	8	1.12%	1.23%	1.39%	Q4 2021	Q3 2023	8
JANUS HENDERSON GROUP PLC	7	1	0.01%	0.01%	0.01%	Q1 2014	Q4 2016	8
Filbrandt Wealth Management, LLC	8	8	0.07%	0.09%	0.14%	Q4 2019	Q3 2021	8
Midwest Professional Planners, LTD.	2	1	0.07%	0.95%	2.17%	Q4 2017	Q1 2023	8
Capital Advisory Group Advisory Services, LLC	8	8	0.00%	0.01%	0.01%	Q2 2018	Q1 2020	8
DSC Advisors, L.P.	3	1	0.41%	1.19%	3.31%	Q1 2014	Q3 2017	8
RE Dickinson Investment Advisors, LLC	8	8	0.00%	0.02%	0.04%	Q4 2021	Q3 2023	8
RED CEDAR INVESTMENT MANAGEMENT, LLC	8	8	0.00%	0.01%	0.01%	Q3 2018	Q2 2020	8
First Financial Bank - Trust Division	7	1	0.03%	0.04%	0.04%	Q4 2019	Q4 2021	8
VERUS CAPITAL PARTNERS, LLC	7	1	0.00%	0.23%	0.37%	Q4 2019	Q3 2023	8
CAPITAL FUND MANAGEMENT S.A.	3	1	0.01%	0.03%	0.07%	Q4 2016	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.64%	0.83%	1.00%	Q4 2021	Q3 2023	8
Venture Visionary Partners LLC	8	8	0.09%	0.64%	1.14%	Q4 2021	Q3 2023	8
Bragg Financial Advisors, Inc	5	3	0.03%	0.12%	0.26%	Q4 2015	Q3 2023	8
Horrell Capital Management, Inc.	8	8	0.11%	0.12%	0.13%	Q2 2013	Q1 2015	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.04%	0.06%	Q4 2021	Q3 2023	8
Weaver Consulting Group	7	1	0.00%	0.03%	0.12%	Q1 2019	Q2 2021	8
Realta Investment Advisors	4	2	0.00%	0.02%	0.13%	Q1 2019	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.08%	0.11%	0.13%	Q4 2021	Q3 2023	8
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	7	7	0.26%	0.48%	0.63%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Coury Firm Asset Management LLC	7	7	0.75%	0.97%	1.16%	Q4 2021	Q2 2023	7
Rockbridge Investment Management, LCC	7	7	0.08%	0.11%	0.21%	Q2 2020	Q4 2021	7
Cobble Hill Financial Services, INC	7	7	0.44%	0.51%	0.57%	Q1 2013	Q3 2014	7
Aspire Wealth Management Corp	7	7	0.02%	0.03%	0.03%	Q4 2021	Q2 2023	7
First Western Trust Bank	7	7	0.05%	0.08%	0.09%	Q1 2022	Q3 2023	7
SeaCrest Wealth Management, LLC	6	1	0.01%	0.01%	0.02%	Q4 2017	Q2 2022	7
TCF National Bank	7	7	0.03%	0.06%	0.08%	Q3 2019	Q1 2021	7
VESTOR CAPITAL, LLC	7	7	0.02%	0.02%	0.03%	Q2 2017	Q4 2018	7
HAZLETT, BURT & WATSON, INC.	7	7	0.03%	0.04%	0.04%	Q1 2022	Q3 2023	7
Private Capital Management, LLC	4	4	0.05%	0.14%	0.20%	Q4 2019	Q3 2020	7
Edge Advisors, LLC	7	7	0.24%	0.43%	0.63%	Q4 2016	Q2 2018	7
Surevest, LLC	7	7	0.06%	0.06%	0.07%	Q1 2021	Q3 2022	7
Tyler-Stone Wealth Management	5	2	0.05%	0.08%	0.11%	Q4 2021	Q3 2023	7
Plancorp, LLC	6	1	0.08%	0.12%	0.27%	Q1 2015	Q4 2019	7
Cable Hill Partners, LLC	3	2	0.02%	0.06%	0.09%	Q4 2014	Q3 2022	7
Ballentine Partners, LLC	4	1	0.01%	0.01%	0.03%	Q1 2016	Q4 2021	7
Ameritas Advisory Services, LLC	6	1	0.03%	0.06%	0.09%	Q4 2021	Q3 2023	7
9258 Wealth Management, LLC	7	7	0.05%	0.07%	0.09%	Q4 2020	Q2 2022	7
Versor Investments LP	7	7	0.02%	0.02%	0.03%	Q1 2021	Q3 2022	7
Northstar Group, Inc.	5	1	0.05%	0.06%	0.06%	Q1 2021	Q2 2023	7
VANCE WEALTH, INC.	7	7	1.17%	1.34%	1.55%	Q1 2022	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	0.08%	0.12%	0.17%	Q4 2021	Q3 2023	7
Eagle Bay Advisors LLC	3	2	0.00%	0.12%	0.34%	Q2 2021	Q3 2023	7
SAGE PRIVATE WEALTH GROUP, LLC	7	7	0.53%	15.71%	30.88%	Q1 2021	Q3 2022	7
IFG Advisory, LLC	2	1	0.02%	0.03%	0.04%	Q3 2019	Q4 2022	7
Verus Financial Partners, Inc.	5	2	0.10%	0.11%	0.12%	Q1 2020	Q4 2021	7
Johnson Financial Group, LLC	6	1	0.16%	0.24%	0.32%	Q4 2016	Q1 2019	7
First Command Bank	5	2	0.00%	0.01%	0.01%	Q4 2016	Q2 2019	7
First Command Financial Services, Inc.	5	2	0.00%	0.01%	0.01%	Q4 2016	Q2 2019	7
Investment Advisory Group, LLC	7	7	0.13%	0.26%	0.36%	Q4 2021	Q2 2023	7
Mariner Wealth Advisors-Cincinnati, LLC	6	1	0.01%	0.01%	0.02%	Q4 2016	Q3 2018	7
ATHERTON LANE ADVISERS, LLC	7	7	0.04%	0.05%	0.05%	Q2 2014	Q4 2015	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
Vestcor Inc	5	2	0.28%	0.69%	1.07%	Q3 2021	Q3 2023	7
Quantitative Investment Management, LLC	4	1	0.02%	0.28%	0.81%	Q4 2017	Q2 2020	7
GenTrust, LLC	6	1	0.03%	0.05%	0.06%	Q3 2018	Q2 2020	7
Three Bridge Wealth Advisors, LLC	7	7	0.08%	0.11%	0.13%	Q1 2022	Q3 2023	7
OPTIONS SOLUTIONS, LLC	6	1	0.38%	0.97%	1.95%	Q4 2021	Q3 2023	7
Sterneck Capital Management, LLC	4	3	0.17%	0.23%	0.38%	Q2 2013	Q3 2018	7
West Branch Capital LLC	7	7	0.01%	0.01%	0.02%	Q2 2021	Q4 2022	7
Placemark Investments, Inc.	7	7	0.06%	0.07%	0.09%	Q2 2013	Q4 2014	7
Lake Point Wealth Management	5	2	0.01%	0.01%	0.01%	Q4 2019	Q2 2022	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.00%	0.00%	0.01%	Q4 2017	Q3 2019	7
Mach-1 Financial Group, LLC	4	3	0.00%	0.00%	0.01%	Q4 2020	Q3 2022	7
SHAPIRO ROBERT N	7	7	0.01%	0.03%	0.04%	Q2 2013	Q4 2014	7
Walleye Capital LLC	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	7
Western Wealth Management, LLC	3	1	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	7
American Trust	7	7	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	7
BRINKER CAPITAL INC	4	1	0.01%	0.03%	0.06%	Q3 2016	Q4 2019	7
Horizons Wealth Management	7	7	0.01%	0.01%	0.01%	Q2 2022	Q4 2023	7
Parisi Gray Wealth Management	6	1	0.02%	0.02%	0.03%	Q4 2017	Q2 2021	7
Peloton Wealth Strategists	7	7	0.96%	1.02%	1.10%	Q1 2019	Q3 2020	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.01%	0.02%	Q4 2020	Q4 2022	7
Pinnacle Wealth Management Advisory Group, LLC	5	2	0.06%	0.17%	0.29%	Q1 2020	Q3 2022	7
Intellectus Partners, LLC	5	1	0.00%	0.08%	0.10%	Q4 2016	Q1 2019	7
First Heartland Consultants, Inc.	5	2	0.10%	0.48%	1.06%	Q2 2013	Q1 2018	7
DUBUQUE BANK & TRUST CO	5	2	0.00%	0.00%	0.03%	Q4 2014	Q2 2018	7
Integrated Advisors Network LLC	7	7	0.04%	0.05%	0.06%	Q1 2022	Q3 2023	7
Legacy Advisors, LLC	3	1	0.05%	0.09%	0.15%	Q1 2018	Q2 2023	7
SCS Capital Management LLC	7	7	0.08%	0.09%	0.10%	Q1 2022	Q3 2023	7
FundX Investment Group, LLC	4	3	0.08%	2.84%	7.96%	Q3 2016	Q4 2021	7
WEALTHFRONT Corp	4	1	0.00%	0.00%	0.02%	Q3 2015	Q3 2018	7
Weatherstone Capital Management	5	2	0.05%	0.21%	0.34%	Q3 2016	Q1 2019	7
Trellis Advisors, LLC	5	2	0.36%	0.41%	0.46%	Q4 2017	Q4 2019	7
SkyOak Wealth, LLC	7	7	0.42%	0.44%	0.48%	Q1 2022	Q3 2023	7
Sunbelt Securities, Inc.	4	3	0.00%	0.02%	0.05%	Q1 2021	Q3 2023	7
Financial Guidance Group, Inc.	7	7	0.72%	0.77%	0.90%	Q1 2022	Q3 2023	7
VOYA INVESTMENT MANAGEMENT LLC	7	7	0.00%	0.00%	0.00%	Q3 2016	Q1 2018	7
Atria Wealth Solutions, Inc.	7	7	0.02%	0.04%	0.05%	Q1 2022	Q3 2023	7
NKCFO LLC	4	3	0.07%	0.08%	0.08%	Q4 2020	Q2 2023	7
MANCHESTER FINANCIAL INC	6	1	0.00%	0.04%	0.07%	Q2 2019	Q1 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.12%	0.27%	0.39%	Q2 2013	Q4 2014	7
Winthrop Partners - WNY, LLC	7	7	0.04%	0.05%	0.06%	Q1 2018	Q3 2019	7
Summit Rock Advisors, LP	7	7	28.12%	36.83%	46.98%	Q2 2021	Q4 2022	7
Leeward Investments, LLC - MA	7	7	0.14%	0.47%	1.19%	Q1 2022	Q3 2023	7
PRINCETON CAPITAL MANAGEMENT LLC	7	7	0.02%	0.02%	0.03%	Q1 2018	Q3 2019	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.05%	0.07%	0.08%	Q1 2022	Q3 2023	7
MONECO Advisors, LLC	5	2	0.12%	0.19%	0.27%	Q4 2018	Q1 2021	7
WealthTrust Axiom LLC	6	1	0.07%	0.09%	0.14%	Q2 2020	Q1 2022	7
Atlas Private Wealth Management, LLC	6	6	0.06%	0.08%	0.10%	Q4 2019	Q1 2021	6
Convergent Wealth Advisors	5	1	0.04%	0.07%	0.15%	Q3 2013	Q1 2015	6
WIPFLI FINANCIAL ADVISORS LLC,	5	1	0.01%	0.06%	0.22%	Q1 2021	Q3 2022	6
Summit Equities Inc	6	6	0.13%	0.14%	0.15%	Q2 2017	Q3 2018	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.01%	0.07%	0.13%	Q4 2021	Q3 2023	6
SAGE FINANCIAL GROUP INC	6	6	0.05%	0.05%	0.05%	Q2 2022	Q3 2023	6
Golden State Wealth Management, LLC	3	3	0.08%	0.35%	1.71%	Q1 2019	Q3 2020	6
Advisor Resource Council	3	1	0.02%	0.11%	0.23%	Q2 2021	Q3 2023	6
TORONTO DOMINION BANK	3	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	6
Lenox Wealth Management, Inc.	6	6	0.09%	0.10%	0.12%	Q4 2015	Q1 2017	6
SALEM INVESTMENT COUNSELORS INC	4	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	6
First Bancorp, Inc /ME/	6	6	0.39%	0.65%	0.71%	Q2 2022	Q3 2023	6
Compton Wealth Advisory Group, LLC	4	2	0.11%	0.14%	0.19%	Q1 2019	Q1 2021	6
Chevy Chase Trust Holdings, LLC	3	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2021	6
Wellspring Financial Advisors, LLC	5	1	0.06%	0.09%	0.14%	Q1 2020	Q1 2022	6
Epic Trust Investment Advisors, LLC	6	6	0.64%	0.84%	1.32%	Q2 2022	Q3 2023	6
HCR Wealth Advisors	5	1	0.01%	0.02%	0.08%	Q1 2019	Q4 2020	6
MCDONALD PARTNERS LLC	6	6	0.00%	0.06%	0.08%	Q1 2021	Q2 2022	6
BALASA DINVERNO & FOLTZ LLC	6	6	0.08%	0.64%	1.78%	Q4 2018	Q1 2020	6
Intrepid Financial Planning Group LLC	6	6	0.24%	0.26%	0.27%	Q2 2022	Q3 2023	6
ALERUS FINANCIAL NA	6	6	1.01%	1.22%	1.44%	Q3 2019	Q4 2020	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.03%	0.14%	0.21%	Q4 2015	Q1 2017	6
Edgestream Partners, L.P.	2	1	0.01%	0.08%	0.26%	Q4 2018	Q4 2021	6
Pinnacle Advisory Group, Inc.	6	6	0.03%	0.04%	0.04%	Q3 2016	Q4 2017	6
Paracle Advisors, LLC	6	6	0.08%	0.46%	0.58%	Q4 2018	Q1 2020	6
GERMAN AMERICAN BANCORP, INC.	6	6	0.30%	0.40%	0.44%	Q2 2022	Q3 2023	6
American Institute for Advanced Investment Management, LLP	5	1	0.25%	0.33%	0.39%	Q4 2019	Q2 2023	6
Genesee Capital Advisors, LLC	4	2	0.17%	1.42%	1.81%	Q4 2020	Q2 2022	6
Circle Wealth Management, LLC	4	2	0.01%	0.03%	0.03%	Q1 2022	Q3 2023	6
Sullivan, Bruyette, Speros & Blaney, LLC	4	2	0.01%	0.01%	0.01%	Q3 2019	Q1 2021	6
SAXON INTERESTS, INC.	6	6	0.18%	0.25%	0.47%	Q1 2022	Q2 2023	6
Coston, McIsaac & Partners	6	6	0.04%	0.04%	0.06%	Q2 2022	Q3 2023	6
MATHER GROUP, LLC.	3	1	0.00%	0.01%	0.03%	Q4 2019	Q3 2023	6
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	3	1	0.00%	0.00%	0.00%	Q3 2016	Q1 2019	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.28%	0.31%	0.37%	Q2 2022	Q3 2023	6
GREENWOOD GEARHART INC	6	6	0.03%	0.05%	0.09%	Q4 2020	Q1 2022	6
CRAMER ROSENTHAL MCGLYNN LLC	2	1	0.00%	0.26%	1.52%	Q4 2013	Q1 2023	6
Curtis Advisory Group, LLC	6	6	0.14%	0.15%	0.17%	Q2 2022	Q3 2023	6
Greenspring Advisors, LLC	6	6	0.05%	0.07%	0.08%	Q4 2021	Q1 2023	6
VAN DEN BERG MANAGEMENT I, INC	6	6	0.11%	0.13%	0.15%	Q3 2020	Q4 2021	6
Schneider Downs Wealth Management Advisors, LP	6	6	0.17%	0.32%	0.51%	Q4 2018	Q1 2020	6
BRANDYWINE OAK PRIVATE WEALTH LLC	5	1	0.00%	0.05%	0.08%	Q4 2018	Q2 2023	6
PRIVATE MANAGEMENT GROUP INC	6	6	0.02%	0.02%	0.02%	Q3 2018	Q4 2019	6
Venturi Wealth Management, LLC	5	1	0.00%	0.09%	0.16%	Q4 2020	Q2 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Snowden Capital Advisors LLC	5	1	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	6
Columbus Macro, LLC	4	2	0.12%	0.16%	0.26%	Q4 2019	Q3 2022	6
Morton Brown Family Wealth, LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
WESPAC Advisors SoCal, LLC	5	1	0.01%	0.15%	0.24%	Q1 2016	Q2 2022	6
COUNTRY CLUB BANK /GFN	6	6	0.23%	0.27%	0.33%	Q2 2022	Q3 2023	6
Lapides Asset Management, LLC	6	6	3.06%	3.39%	3.81%	Q2 2013	Q3 2014	6
SteelBridge Private Wealth Advisors LLC	6	6	1.26%	1.50%	1.74%	Q1 2016	Q2 2017	6
SII INVESTMENTS INC/WI	6	6	0.01%	0.03%	0.04%	Q2 2016	Q3 2017	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.01%	0.01%	0.01%	Q4 2020	Q1 2022	6
EXANE DERIVATIVES	6	6	0.01%	0.04%	0.07%	Q1 2021	Q2 2022	6
COMMUNITY BANK SYSTEM, INC.	6	6	0.01%	0.02%	0.03%	Q2 2013	Q3 2014	6
VALLEY WEALTH MANAGERS, INC.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Knott David M Jr	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Bluesphere Advisors, LLC	6	6	0.22%	0.26%	0.31%	Q1 2021	Q2 2022	6
Bank Pictet & Cie (Europe) AG	6	6	0.41%	0.59%	0.92%	Q1 2016	Q2 2017	6
Pinion Investment Advisors, LLC	6	6	0.18%	0.19%	0.20%	Q1 2021	Q2 2022	6
Hudock, Inc.	3	3	0.00%	0.00%	0.01%	Q4 2019	Q4 2021	6
BOYS ARNOLD & CO INC	6	6	0.07%	0.22%	0.30%	Q2 2013	Q3 2014	6
Orion Portfolio Solutions, LLC	3	3	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	6
Argentus Capital Management, LLC	5	1	0.00%	0.12%	0.39%	Q2 2013	Q3 2016	6
Abacus Planning Group, Inc.	6	6	0.15%	0.19%	0.23%	Q4 2018	Q1 2020	6
Simmons Bank	6	6	0.11%	0.13%	0.14%	Q1 2016	Q2 2017	6
UBS AG	6	6	0.04%	0.06%	0.08%	Q2 2013	Q3 2014	6
Lubar & Co., Inc	6	6	1.25%	1.49%	1.95%	Q3 2018	Q4 2019	6
GRAYHAWK INVESTMENT STRATEGIES INC.	6	6	0.46%	2.23%	5.31%	Q2 2022	Q3 2023	6
Crestwood Advisors Group, LLC	4	1	0.01%	0.01%	0.02%	Q3 2018	Q4 2021	6
Virginia National Bank	6	6	0.71%	1.31%	2.45%	Q1 2022	Q2 2023	6
Claraphi Advisory Network, LLC	4	1	0.02%	0.33%	0.58%	Q4 2017	Q1 2020	6
OLIVER LAGORE VANVALIN INVESTMENT GROUP	6	6	0.00%	0.39%	2.22%	Q4 2021	Q1 2023	6
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	3	2	0.07%	0.39%	0.82%	Q2 2013	Q1 2017	5
LEGG MASON, INC.	5	5	0.76%	5.43%	8.17%	Q3 2016	Q3 2017	5
Crescent Capital Consulting, LLC	5	5	0.39%	0.66%	1.01%	Q4 2020	Q4 2021	5
Nicholas Hoffman & Company, LLC.	5	5	0.20%	0.20%	0.21%	Q4 2018	Q4 2019	5
HighMark Wealth Management LLC	5	5	0.01%	0.01%	0.01%	Q4 2019	Q4 2020	5
DONALDSON CAPITAL MANAGEMENT, LLC	2	1	0.01%	0.02%	0.02%	Q3 2017	Q4 2019	5
New Millennium Group LLC	5	5	0.00%	0.00%	0.00%	Q2 2022	Q2 2023	5
KENFARB & CO.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Cadence Bank	5	5	0.04%	0.04%	0.04%	Q3 2022	Q3 2023	5
Stanford Investment Group, Inc.	5	5	0.01%	0.01%	0.01%	Q4 2014	Q4 2015	5
Eagle Strategies LLC	3	2	0.09%	0.16%	0.21%	Q4 2021	Q3 2023	5
WOODMONT INVESTMENT COUNSEL LLC	4	1	0.00%	0.01%	0.01%	Q2 2015	Q3 2016	5
JT Stratford LLC	4	1	0.08%	0.22%	0.30%	Q4 2020	Q2 2022	5
TITLEIST CAPITAL, LLC	5	5	0.84%	0.98%	1.11%	Q4 2021	Q4 2022	5
NCM Capital Management, LLC	4	1	0.14%	0.47%	0.94%	Q1 2022	Q2 2023	5
Epoch Investment Partners, Inc.	5	5	0.08%	0.12%	0.17%	Q2 2013	Q2 2014	5
Royal Harbor Partners, LLC	5	5	0.14%	0.15%	0.16%	Q1 2021	Q1 2022	5
Cassady Schiller Wealth Management, LLC	4	1	0.05%	0.11%	0.16%	Q4 2021	Q3 2023	5
Livingston Group Asset Management CO (operating as Southport Capital Management)	4	1	0.01%	0.05%	0.08%	Q2 2016	Q4 2021	5
DMC Group, LLC	5	5	0.26%	0.28%	0.30%	Q4 2021	Q4 2022	5
FinTrust Investment Advisory Services, LLC	3	2	0.84%	1.86%	3.41%	Q2 2013	Q1 2018	5
KMS FINANCIAL SERVICES, INC	5	5	0.04%	0.07%	0.11%	Q3 2013	Q3 2014	5
Wilmington Trust, National Association	5	5	0.16%	0.28%	0.42%	Q2 2013	Q2 2014	5
Faithward Advisors, LLC	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
Farmers National Bank	3	2	0.02%	0.03%	0.04%	Q4 2017	Q2 2019	5
Blue Granite Capital, LLC	5	5	0.01%	2.45%	10.98%	Q4 2016	Q4 2017	5
TBH Global Asset Management, LLC	4	1	0.06%	0.10%	0.11%	Q4 2019	Q1 2021	5
NWQ INVESTMENT MANAGEMENT COMPANY, LLC	3	1	0.01%	0.28%	0.72%	Q2 2017	Q4 2018	5
Ziegler Capital Management, LLC	2	1	0.03%	0.05%	0.09%	Q1 2020	Q4 2022	5
WEBSTER BANK, N. A.	3	1	0.00%	0.01%	0.04%	Q4 2013	Q4 2021	5
Belvedere Trading LLC	2	2	0.00%	0.04%	0.10%	Q1 2022	Q3 2023	5
MUNDER CAPITAL MANAGEMENT	5	5	0.00%	0.07%	0.18%	Q3 2013	Q3 2014	5
Ironwood Investment Counsel, LLC	5	5	0.05%	0.06%	0.06%	Q1 2021	Q1 2022	5
Mathes Company, Inc.	5	5	0.20%	0.24%	0.26%	Q3 2017	Q3 2018	5
CONNABLE OFFICE INC	1	1	0.08%	0.27%	0.53%	Q4 2015	Q3 2023	5
NFJ INVESTMENT GROUP, LLC	3	1	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	5
PagnatoKarp Partners LLC	3	1	0.04%	0.06%	0.07%	Q4 2016	Q3 2019	5
Alerus Investment Advisors Corp	5	5	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	5
DERBY & COMPANY, INC	5	5	2.47%	3.07%	3.37%	Q3 2020	Q3 2021	5
Donald Smith & Co.	4	1	0.04%	0.07%	0.09%	Q1 2020	Q2 2022	5
Capital Group Private Client Services, Inc.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Everhart Financial Group, Inc.	3	2	0.09%	0.12%	0.15%	Q3 2021	Q1 2023	5
3D/L Capital Management, LLC	5	5	0.05%	0.06%	0.06%	Q1 2021	Q1 2022	5
INVESTMENT MANAGEMENT OF VIRGINIA LLC	2	1	0.05%	0.08%	0.12%	Q1 2020	Q4 2021	5
Parkside Investments, LLC	5	5	1.13%	1.28%	1.74%	Q4 2018	Q4 2019	5
Kensington Investment Counsel, LLC	3	2	0.38%	0.66%	1.19%	Q4 2020	Q1 2022	5
Valentine Capital Asset Management, Inc.	5	5	0.10%	0.25%	0.78%	Q4 2011	Q4 2012	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.18%	0.21%	0.29%	Q4 2018	Q4 2019	5
Opal Wealth Advisors, LLC	4	1	0.17%	0.46%	0.68%	Q2 2022	Q3 2023	5
MOORE CAPITAL MANAGEMENT, LP	3	1	0.02%	0.06%	0.13%	Q1 2014	Q3 2023	5
EverSource Wealth Advisors, LLC	4	1	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	5
ARS Wealth Advisors, LLC	5	5	0.10%	0.14%	0.17%	Q4 2013	Q4 2014	5
Wealth Alliance	4	1	0.05%	0.18%	0.46%	Q1 2020	Q4 2022	5
PATRON PARTNERS, LLC	5	5	0.21%	0.68%	0.98%	Q4 2020	Q4 2021	5
Red Tortoise LLC	4	1	0.09%	0.09%	0.10%	Q3 2021	Q3 2023	5
TRANSCEND CAPITAL ADVISORS, LLC	5	5	0.08%	0.34%	0.77%	Q4 2020	Q4 2021	5
First National Bank of South Miami	5	5	0.03%	0.04%	0.07%	Q4 2021	Q4 2022	5
NORTHWEST INVESTMENT COUNSELORS, LLC	5	5	0.00%	0.03%	0.06%	Q3 2022	Q3 2023	5
GoalVest Advisory LLC	1	1	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	5
CenterStar Asset Management, LLC	2	1	0.00%	0.02%	0.03%	Q3 2019	Q4 2021	5
MARINER INDEPENDENT ADVISOR NETWORK, LLC	3	1	0.53%	0.62%	0.75%	Q3 2015	Q3 2017	5
BOOTHBAY FUND MANAGEMENT, LLC	3	1	0.02%	0.06%	0.11%	Q3 2020	Q3 2022	5
HERITAGE WEALTH MANAGEMENT, LLC	3	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	5
WOLFF WIESE MAGANA LLC	5	5	0.04%	0.19%	0.28%	Q4 2020	Q4 2021	5
Hexagon Capital Partners LLC	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
Cordant, Inc.	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
SMI Advisory Services, LLC	5	5	2.67%	2.95%	3.20%	Q1 2021	Q1 2022	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	0.12%	0.16%	0.26%	Q1 2020	Q1 2021	5
Hilltop Holdings Inc.	2	1	0.01%	0.55%	1.69%	Q3 2016	Q4 2022	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.00%	0.00%	0.00%	Q4 2016	Q4 2017	5
ROCKEFELLER FINANCIAL SERVICES INC	5	5	0.00%	0.00%	0.00%	Q4 2015	Q4 2016	5
Ballew Advisors, Inc	3	2	0.10%	0.13%	0.18%	Q1 2018	Q2 2021	5
PEDDOCK CAPITAL ADVISORS, LLC	4	1	0.00%	0.00%	0.00%	Q2 2018	Q4 2019	5
PANAGORA ASSET MANAGEMENT INC	3	2	0.00%	0.02%	0.04%	Q3 2018	Q3 2020	5
Stewardship Financial Advisors, LLC	4	1	0.00%	0.01%	0.01%	Q2 2019	Q1 2021	5
Qube Research & Technologies Ltd	1	1	0.00%	0.06%	0.15%	Q4 2019	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
WILMINGTON TRUST CO	5	5	0.30%	0.38%	0.47%	Q2 2013	Q2 2014	5
Auxano Advisors, LLC	5	5	0.24%	0.25%	0.27%	Q3 2022	Q3 2023	5
DAVENPORT & Co LLC	3	1	0.01%	0.01%	0.02%	Q4 2014	Q1 2021	5
ATWOOD & PALMER INC	4	1	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	5
QCM Cayman, Ltd.	2	1	0.11%	0.47%	0.83%	Q2 2014	Q2 2021	5
Personal Capital Advisors Corp	5	5	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	5
Angeles Investment Advisors, LLC	5	5	1.15%	8.85%	19.10%	Q1 2021	Q1 2022	5
MASON STREET ADVISORS, LLC	5	5	0.02%	0.03%	0.03%	Q4 2013	Q4 2014	5
PUTNAM INVESTMENTS LLC	2	1	0.00%	0.00%	0.00%	Q3 2014	Q4 2020	5
EDMOND DE ROTHSCHILD HOLDING S.A.	5	5	0.01%	0.02%	0.04%	Q4 2021	Q4 2022	5
MYDA Advisors LLC	3	1	0.94%	4.31%	8.36%	Q4 2018	Q2 2020	5
Johns Hopkins University	5	5	0.27%	7.44%	12.81%	Q3 2021	Q3 2022	5
Human Investing LLC	4	1	0.00%	0.00%	0.01%	Q4 2018	Q3 2020	5
STEWARD CAPITAL MANAGEMENT/	5	5	0.28%	0.38%	0.50%	Q2 2013	Q2 2014	5
Colonial Trust Co / SC	5	5	0.11%	0.12%	0.15%	Q3 2022	Q3 2023	5
LEO BROKERAGE, LLC	4	1	0.04%	0.10%	0.21%	Q3 2020	Q1 2022	5
WEDBUSH SECURITIES INC	5	5	0.01%	0.01%	0.01%	Q1 2021	Q1 2022	5
Gupta Wealth Management LLC	5	5	0.05%	0.06%	0.07%	Q1 2015	Q1 2016	5
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	3	1	0.03%	0.05%	0.10%	Q4 2019	Q2 2022	5
Wilmington Trust Investment Management, LLC	5	5	0.04%	0.08%	0.14%	Q2 2013	Q2 2014	5
Investmark Advisory Group LLC	2	1	0.14%	0.32%	0.81%	Q4 2021	Q3 2023	5
FIRST HORIZON CORP	4	1	0.01%	0.64%	0.93%	Q2 2013	Q2 2021	5
Axiom Investment Management LLC	5	5	0.01%	0.07%	0.12%	Q2 2019	Q2 2020	5
CM WEALTH ADVISORS LLC	3	2	2.57%	3.26%	4.17%	Q2 2022	Q3 2023	5
Providence Capital Advisors, LLC	5	5	0.00%	0.00%	0.00%	Q4 2018	Q4 2019	5
KEELEY ASSET MANAGEMENT CORP	1	1	0.00%	0.18%	0.41%	Q2 2013	Q4 2016	5
Hoover Financial Advisors, Inc.	5	5	0.01%	0.01%	0.01%	Q2 2020	Q2 2021	5
Kore Private Wealth LLC	3	2	0.00%	0.01%	0.01%	Q4 2018	Q2 2020	5
Stifel Trust Company, N.A.	5	5	0.01%	0.01%	0.01%	Q2 2013	Q2 2014	5
Covenant Multifamily Offices, LLC	3	1	0.00%	0.03%	0.05%	Q2 2015	Q3 2021	5
Dorsey & Whitney Trust CO LLC	5	5	0.11%	0.13%	0.14%	Q3 2022	Q3 2023	5
SMITHBRIDGE ASSET MANAGEMENT INC/DE	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
Merriman Wealth Management, LLC	4	4	0.04%	0.04%	0.06%	Q1 2021	Q4 2021	4
Thiel Macro LLC	2	1	3.26%	20.16%	52.05%	Q4 2016	Q1 2019	4
Baltimore-Washington Financial Advisors, Inc.	4	4	0.00%	0.00%	0.01%	Q3 2014	Q2 2015	4
Syntal Capital Partners, LLC	2	2	0.33%	0.51%	0.72%	Q1 2014	Q3 2019	4
Bank Julius Baer & Co. Ltd, Zurich	2	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	4
Merit Financial Group, LLC	4	4	0.01%	0.02%	0.02%	Q2 2021	Q1 2022	4
Strategic Capital Alternatives LLC	3	1	0.00%	0.01%	0.01%	Q3 2014	Q3 2015	4
Trexquant Investment LP	2	1	0.02%	0.05%	0.07%	Q2 2021	Q3 2023	4
Redhawk Wealth Advisors, Inc.	4	4	1.38%	1.95%	2.36%	Q3 2018	Q2 2019	4
1 NORTH WEALTH SERVICES LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q4 2019	4
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	2	1	0.00%	0.03%	0.09%	Q2 2018	Q4 2022	4
Cornerstone Advisors, Inc.	2	1	0.00%	0.05%	0.16%	Q4 2016	Q1 2020	4
PineBridge Investments, L.P.	4	4	1.34%	1.60%	1.77%	Q4 2016	Q3 2017	4
ParenteBeard Wealth Management, LLC	4	4	0.03%	0.08%	0.11%	Q1 2014	Q4 2014	4
NBW CAPITAL LLC	2	2	0.84%	1.25%	1.68%	Q4 2021	Q1 2023	4
RIVERSVILLE CAPITAL, INC.	4	4	1.00%	2.11%	5.19%	Q2 2013	Q1 2014	4
Portland Global Advisors LLC	4	4	0.04%	0.04%	0.04%	Q2 2021	Q1 2022	4
Lombard Odier Asset Management (USA) Corp	2	2	0.76%	1.76%	2.59%	Q1 2021	Q1 2022	4
First Capital Advisors Group, LLC.	4	4	0.00%	0.00%	0.00%	Q3 2022	Q2 2023	4
CABANA LLC	2	1	0.00%	4.71%	9.53%	Q4 2018	Q2 2020	4
RGT Wealth Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	4
AlphaOne Investment Services, LLC	4	4	0.02%	0.06%	0.08%	Q1 2017	Q4 2017	4
HARVEST GROUP WEALTH MANAGEMENT, LLC	4	4	0.00%	0.01%	0.02%	Q2 2019	Q1 2020	4
Mascoma Wealth Management LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Shepherd Financial Partners LLC	3	1	0.04%	0.06%	0.06%	Q3 2021	Q3 2023	4
Beirne Wealth Consulting Services, LLC	4	4	0.15%	0.23%	0.30%	Q1 2021	Q4 2021	4
Texan Capital Management	4	4	0.17%	0.25%	0.47%	Q2 2013	Q1 2014	4
Altavista Wealth Management, Inc.	4	4	0.05%	0.05%	0.06%	Q1 2021	Q4 2021	4
Redwood Investment Management, LLC	2	2	0.13%	0.34%	0.64%	Q4 2017	Q4 2018	4
Barnett & Company, Inc.	4	4	0.02%	0.02%	0.02%	Q1 2019	Q4 2019	4
Dynasty Wealth Management, LLC	4	4	0.32%	1.53%	3.88%	Q4 2017	Q3 2018	4
Kovack Advisors, Inc.	1	1	0.05%	0.41%	1.37%	Q4 2012	Q1 2022	4
Sanctuary Wealth Management, L.L.C.	2	1	0.03%	0.06%	0.07%	Q1 2010	Q3 2023	4
MainStreet Investment Advisors LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q1 2022	4
Clarus Wealth Advisors	4	4	5.86%	7.45%	9.78%	Q4 2017	Q3 2018	4
Solstein Capital, LLC	4	4	0.02%	0.13%	0.29%	Q1 2021	Q4 2021	4
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.05%	0.12%	Q4 2013	Q4 2022	4
Windsor Advisory Group, LLC	4	4	0.15%	0.24%	0.47%	Q4 2022	Q3 2023	4
Tradewinds Global Investors, LLC	2	1	0.00%	0.21%	0.39%	Q3 2013	Q4 2015	4
Kavar Capital Partners, LLC	2	2	0.02%	0.06%	0.11%	Q4 2013	Q3 2015	4
SlateStone Wealth, LLC	4	4	0.36%	0.47%	0.57%	Q1 2019	Q4 2019	4
Nalls Sherbakoff Group, LLC	3	1	0.02%	0.03%	0.05%	Q4 2018	Q3 2023	4
Clark Capital Management Group, Inc.	2	1	1.56%	1.92%	2.16%	Q3 2013	Q2 2018	4
Legacy Trust	4	4	0.19%	0.19%	0.20%	Q4 2022	Q3 2023	4
Arden Trust Co	4	4	0.02%	0.12%	0.17%	Q2 2019	Q1 2020	4
Meridian Wealth Partners, LLC	4	4	0.01%	0.02%	0.03%	Q2 2020	Q1 2021	4
Stadion Money Management, LLC	2	2	0.55%	1.71%	3.43%	Q4 2016	Q1 2021	4
Pacifica Partners Inc.	4	4	0.01%	0.01%	0.01%	Q1 2023	Q4 2023	4
Apella Capital, LLC	3	1	0.02%	0.02%	0.03%	Q4 2022	Q4 2023	4
Investment Research & Advisory Group, Inc.	4	4	0.02%	0.02%	0.03%	Q4 2019	Q3 2020	4
Goodwin Investment Advisory	4	4	0.02%	0.18%	0.28%	Q4 2022	Q3 2023	4
BEDDOW CAPITAL MANAGEMENT INC	4	4	0.21%	0.22%	0.25%	Q2 2020	Q1 2021	4
Concord Wealth Partners	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
WFA of San Diego, LLC	2	1	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	4
BRADLEY FOSTER & SARGENT INC/CT	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
BERNZOTT CAPITAL ADVISORS	2	1	0.03%	0.14%	0.25%	Q3 2013	Q4 2021	4
Wealthgate Family Office, LLC	4	4	0.02%	0.03%	0.04%	Q4 2020	Q3 2021	4
DCM Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	4
Strategic Equity Management	2	1	2.48%	5.20%	7.25%	Q2 2021	Q3 2023	4
West Financial Advisors, LLC	4	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	4
SSI INVESTMENT MANAGEMENT LLC	2	1	0.02%	0.11%	0.22%	Q1 2014	Q3 2023	4
COLLECTIVE FAMILY OFFICE LLC	3	1	0.10%	0.33%	0.53%	Q1 2022	Q1 2023	4
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	3	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	4
Coppell Advisory Solutions LLC	2	1	0.06%	0.15%	0.38%	Q4 2020	Q3 2023	4
HOMESTEAD ADVISERS CORP	4	4	0.25%	0.26%	0.28%	Q1 2016	Q4 2016	4
Mayflower Financial Advisors, LLC	4	4	0.05%	0.05%	0.05%	Q4 2022	Q3 2023	4
Better Money Decisions, LLC	3	1	0.00%	0.01%	0.01%	Q1 2021	Q2 2022	4
CSM Advisors, LLC	4	4	2.05%	3.74%	5.64%	Q2 2021	Q1 2022	4
NSI Retail Advisors, LLC	4	4	4.48%	8.45%	13.17%	Q2 2021	Q1 2022	4
University of Pittsburgh - Of the Commonwealth System of Higher Education	4	4	0.26%	0.50%	1.05%	Q4 2022	Q3 2023	4
TOWLE & CO	1	1	0.06%	0.92%	3.32%	Q4 2019	Q3 2023	4
SOUTHERN CAPITAL ADVISORS, LLC	4	4	0.20%	0.29%	0.47%	Q4 2022	Q3 2023	4
Lloyd Park, LLC	4	4	2.54%	3.41%	5.53%	Q4 2021	Q3 2022	4
Waycross Investment Management Co	4	4	0.57%	0.60%	0.65%	Q4 2022	Q3 2023	4
CATALYST FINANCIAL PARTNERS LLC	4	4	0.15%	0.17%	0.21%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.00%	0.27%	1.06%	Q4 2022	Q3 2023	4
Coastwise Capital Group, LLC	3	1	0.28%	0.34%	0.40%	Q2 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.01%	0.02%	0.02%	Q4 2022	Q3 2023	4
ICA Group Wealth Management, LLC	3	1	0.03%	0.04%	0.10%	Q1 2022	Q2 2023	4
Corient Private Wealth LLC	4	4	0.01%	0.06%	0.12%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.04%	0.04%	0.06%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.16%	0.16%	0.17%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.13%	0.13%	0.14%	Q4 2022	Q3 2023	4
Northern Financial Advisors Inc	4	4	0.27%	0.29%	0.34%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	2.89%	2.97%	3.06%	Q4 2022	Q3 2023	4
Family Capital Management, Inc.	4	4	0.09%	0.12%	0.14%	Q4 2022	Q3 2023	4
LWMG, LLC	4	4	0.91%	0.97%	1.04%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	1.76%	2.02%	2.51%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.10%	0.12%	0.15%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	0.50%	0.57%	0.67%	Q4 2022	Q3 2023	4
LMG Wealth Partners, LLC	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.29%	0.30%	0.31%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.24%	0.28%	0.33%	Q4 2022	Q3 2023	4
RF&L WEALTH MANAGEMENT, LLC	4	4	0.64%	0.75%	0.92%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Alpha Financial Partners, LLC	4	4	0.40%	0.42%	0.45%	Q4 2022	Q3 2023	4
Foundation Wealth Management, LLC	4	4	2.76%	2.85%	2.90%	Q4 2022	Q3 2023	4
Tillman Hartley LLC	4	4	0.22%	0.23%	0.24%	Q4 2022	Q3 2023	4
Milestone Investment Advisors LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
LUTS & GREENLEIGH GROUP, INC	4	4	1.14%	1.26%	1.38%	Q4 2022	Q3 2023	4
Vawter Financial, Ltd.	4	4	1.51%	1.72%	2.13%	Q4 2022	Q3 2023	4
Altiora Financial Group, LLC	4	4	0.51%	0.55%	0.60%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	0.12%	0.13%	0.13%	Q4 2022	Q3 2023	4
Sterling Financial Group, Inc.	4	4	0.73%	1.16%	1.56%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
SEI TRUST CO	3	1	0.00%	0.01%	0.02%	Q3 2013	Q3 2014	4
ARGENT TRUST COMPANY, N.A.	4	4	0.46%	0.50%	0.55%	Q2 2014	Q1 2015	4
WESTWOOD HOLDINGS GROUP INC	2	1	0.00%	0.00%	0.01%	Q3 2019	Q4 2022	4
GREENLEAF TRUST	2	1	0.00%	0.00%	0.00%	Q4 2017	Q1 2019	4
FIELDPOINT PRIVATE ADVISORS, INC	4	4	0.67%	0.83%	0.94%	Q3 2013	Q2 2014	4
RBF Capital, LLC	1	1	0.04%	1.12%	2.13%	Q3 2015	Q3 2018	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
EAGLE GLOBAL ADVISORS LLC	4	4	0.01%	0.01%	0.01%	Q1 2018	Q4 2018	4
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	4	4	0.04%	0.04%	0.05%	Q4 2017	Q3 2018	4
BUILDER INVESTMENT GROUP INC /ADV	4	4	0.10%	0.11%	0.13%	Q4 2022	Q3 2023	4
SYM FINANCIAL Corp	2	1	0.00%	0.00%	0.01%	Q4 2017	Q1 2022	4
ASSOCIATED BANC-CORP	4	4	0.02%	0.02%	0.02%	Q1 2020	Q4 2020	4
HELLMAN JORDAN MANAGEMENT CO INC /MA/	3	1	0.12%	2.45%	4.18%	Q3 2015	Q1 2022	4
ANDERSON HOAGLAND & CO	4	4	0.14%	0.14%	0.16%	Q4 2022	Q3 2023	4
SCHRODER INVESTMENT MANAGEMENT GROUP	2	1	0.00%	0.00%	0.01%	Q3 2014	Q2 2022	4
ROWLAND CARMICHAEL ADVISORS INC /ADV	4	4	0.00%	0.01%	0.03%	Q1 2016	Q4 2016	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.16%	0.19%	0.21%	Q4 2020	Q3 2021	4
CHAPIN DAVIS, INC.	4	4	0.18%	0.19%	0.22%	Q4 2022	Q3 2023	4
NICHOLAS COMPANY, INC.	4	4	0.10%	0.13%	0.18%	Q4 2020	Q3 2021	4
DIMENSION CAPITAL MANAGEMENT LLC	4	4	0.08%	0.11%	0.13%	Q3 2018	Q2 2019	4
New England Private Wealth Advisors LLC	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Advisory Alpha, LLC	3	1	0.00%	0.01%	0.02%	Q3 2019	Q3 2020	4
MRA Associates USA LLC	4	4	0.44%	0.90%	1.29%	Q4 2018	Q3 2019	4
Pacific Ridge Capital Partners, LLC	1	1	0.06%	0.24%	0.45%	Q4 2019	Q4 2022	4
GM Advisory Group, LLC	4	4	0.04%	0.05%	0.06%	Q1 2022	Q4 2022	4
Richard P Slaughter Associates Inc	2	1	0.09%	1.19%	3.37%	Q4 2019	Q2 2022	3
Ironwood Financial, llc	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
NEW YORK STATE COMMON RETIREMENT FUND	2	1	0.00%	0.01%	0.03%	Q1 2014	Q4 2017	3
NewFocus Financial Group, LLC	1	1	0.07%	0.27%	0.67%	Q2 2014	Q4 2015	3
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	3	3	0.02%	0.02%	0.02%	Q1 2021	Q3 2021	3
Signature Financial Management, Inc.	2	1	0.04%	0.05%	0.06%	Q4 2017	Q3 2018	3
FormulaFolio Investments, LLC	3	3	0.00%	0.06%	0.18%	Q4 2020	Q2 2021	3
Amplius Wealth Advisors, LLC	2	1	0.01%	0.05%	0.08%	Q4 2021	Q1 2023	3
SCOPUS ASSET MANAGEMENT, L.P.	2	1	0.30%	0.38%	0.49%	Q3 2021	Q2 2023	3
GUARDIAN WEALTH ADVISORS, LLC / NC	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Quent Capital, LLC	2	1	0.00%	0.01%	0.02%	Q4 2021	Q1 2023	3
Genesis Wealth Advisors, LLC	3	3	0.10%	0.10%	0.11%	Q4 2014	Q2 2015	3
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	3
CAMG Solamere Management, LLC	3	3	0.16%	0.20%	0.26%	Q4 2016	Q2 2017	3
Jefferies Group LLC	1	1	0.00%	0.10%	0.26%	Q1 2018	Q4 2020	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.03%	0.04%	0.04%	Q4 2017	Q3 2018	3
Kalos Management, Inc.	3	3	0.01%	0.01%	0.01%	Q4 2022	Q2 2023	3
Cascadia Advisory Services, LLC	3	3	0.62%	0.63%	0.64%	Q1 2021	Q3 2021	3
Vontobel Holding Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
Strategic Financial Concepts, LLC	3	3	0.15%	0.17%	0.20%	Q1 2023	Q3 2023	3
JEPPSON WEALTH MANAGEMENT, LLC	3	3	0.09%	0.12%	0.13%	Q2 2022	Q4 2022	3
SHELTON WEALTH MANAGEMENT, LLC	3	3	1.34%	1.49%	1.56%	Q1 2022	Q3 2022	3
FolioMetrix LLC	3	3	1.41%	1.62%	1.84%	Q4 2014	Q2 2015	3
Smith & Howard Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
My Personal CFO, LLC	2	1	0.14%	0.18%	0.20%	Q4 2022	Q3 2023	3
DDD Partners, LLC	3	3	0.08%	0.11%	0.14%	Q4 2017	Q2 2018	3
Glass Jacobson Investment Advisors llc	2	1	0.12%	0.13%	0.13%	Q4 2022	Q3 2023	3
Bienville Capital Management, LLC	3	3	0.14%	0.15%	0.16%	Q4 2016	Q2 2017	3
Raab & Moskowitz Asset Management LLC	1	1	0.01%	0.02%	0.02%	Q4 2014	Q4 2019	3
J Arnold Wealth Management Co	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
Eudaimonia Partners, LLC	1	1	0.00%	0.02%	0.05%	Q4 2019	Q1 2023	3
CHARTWELL INVESTMENT PARTNERS, LLC	1	1	0.01%	0.04%	0.09%	Q4 2020	Q3 2023	3
NextCapital Advisers, Inc.	3	3	0.36%	2.89%	4.30%	Q1 2018	Q3 2018	3
MADISON WEALTH MANAGEMENT	3	3	0.05%	0.06%	0.07%	Q2 2022	Q4 2022	3
Electron Capital Partners, LLC	3	3	5.45%	6.70%	8.28%	Q1 2022	Q3 2022	3
Concert Wealth Management Inc.	2	1	0.02%	0.03%	0.03%	Q3 2013	Q3 2016	3
STRATEGIC WEALTH MANAGEMENT INC	3	3	5.05%	6.24%	8.60%	Q4 2012	Q2 2013	3
GTS SECURITIES LLC	1	1	0.00%	0.01%	0.02%	Q3 2023	Q3 2023	3
Itau Unibanco Holding S.A.	3	3	0.05%	0.05%	0.06%	Q3 2016	Q1 2017	3
Stearns Financial Services Group	2	1	0.00%	0.00%	0.01%	Q3 2018	Q3 2019	3
Prentice Wealth Management LLC	3	3	0.01%	0.02%	0.03%	Q1 2021	Q3 2021	3
WP Advisors, LLC	2	1	0.01%	0.02%	0.02%	Q2 2018	Q1 2019	3
Wealth & Pension Services Group, Inc.	3	3	0.60%	0.84%	1.25%	Q3 2018	Q1 2019	3
Fragasso Group Inc.	2	1	0.04%	0.53%	1.51%	Q4 2018	Q3 2019	3
SUMIT CAPITAL, LLC	3	3	1.14%	1.52%	1.77%	Q1 2014	Q3 2014	3
First Personal Financial Services	3	3	0.28%	0.31%	0.34%	Q4 2016	Q2 2017	3
Global Trust Asset Management, LLC	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Delta Dental Plan of Michigan, Inc.	3	3	0.10%	0.10%	0.11%	Q4 2017	Q2 2018	3
GW CAPITAL INC	2	1	0.05%	0.16%	0.24%	Q4 2014	Q4 2015	3
HMS Capital Management, LLC	1	1	0.04%	0.08%	0.15%	Q3 2018	Q2 2019	3
BLUESTEIN R H & CO LLC	3	3	0.02%	0.02%	0.02%	Q3 2021	Q1 2022	3
ACCURATE INVESTMENT SOLUTIONS, INC.	3	3	0.00%	0.00%	0.00%	Q1 2016	Q3 2016	3
ALBION FINANCIAL GROUP /UT	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Athanor Capital, LP	3	3	0.14%	0.58%	1.35%	Q4 2019	Q2 2020	3
Wealth Advisory Solutions, LLC	3	3	0.24%	0.24%	0.25%	Q1 2022	Q3 2022	3
COUNTRY TRUST BANK	1	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2022	3
Page Arthur B	3	3	0.28%	0.28%	0.29%	Q4 2013	Q2 2014	3
Worth Venture Partners, LLC	3	3	0.41%	0.47%	0.56%	Q2 2017	Q4 2017	3
ARGI Investment Services, LLC	2	1	0.01%	1.23%	3.53%	Q3 2014	Q1 2022	3
PFG Investments, LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
KENNEDY CAPITAL MANAGEMENT LLC	1	1	0.01%	0.03%	0.06%	Q3 2017	Q3 2023	3
Stonebridge Financial Planning Group, LLC	2	1	0.00%	0.01%	0.01%	Q4 2019	Q4 2020	3
Pine Valley Investments Ltd Liability Co	3	3	0.04%	0.04%	0.06%	Q1 2023	Q3 2023	3
Grove Bank & Trust	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Pinnacle Private Wealth, LLC	3	3	0.12%	0.14%	0.15%	Q4 2021	Q2 2022	3
WealthPlan Investment Management, LLC	2	1	0.06%	0.07%	0.08%	Q1 2022	Q4 2022	3
J.Safra Asset Management Corp	3	3	0.06%	0.10%	0.14%	Q4 2020	Q2 2021	3
Dorsey Wright & Associates	3	3	0.32%	0.37%	0.44%	Q4 2016	Q2 2017	3
Koshinski Asset Management, Inc.	3	3	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	3
Noble Family Wealth, LLC	3	3	1.21%	1.26%	1.36%	Q1 2023	Q3 2023	3
Cedar Brook Financial Partners, LLC	3	3	0.18%	0.19%	0.21%	Q4 2018	Q2 2019	3
Nuveen Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	3
River Wealth Advisors LLC	3	3	0.03%	0.03%	0.03%	Q2 2018	Q4 2018	3
PRW Wealth Management LLC	3	3	0.14%	0.18%	0.22%	Q3 2021	Q1 2022	3
USCA RIA LLC	3	3	0.18%	0.20%	0.21%	Q4 2020	Q2 2021	3
MA Private Wealth	3	3	0.09%	0.16%	0.24%	Q4 2018	Q2 2019	3
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	3	3	0.00%	0.00%	0.00%	Q2 2017	Q4 2017	3
Interchange Capital Partners, LLC	2	1	0.23%	0.69%	0.99%	Q4 2020	Q4 2021	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
FLAGSTAR ADVISORS INC	2	1	0.02%	0.06%	0.08%	Q3 2021	Q3 2022	3
New World Advisors LLC	1	1	0.01%	0.60%	1.11%	Q1 2019	Q4 2022	3
WEXFORD CAPITAL LP	1	1	0.26%	1.28%	2.69%	Q4 2016	Q1 2022	3
Ruedi Wealth Management, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
MPS Loria Financial Planners, LLC	3	3	0.00%	0.00%	0.00%	Q2 2020	Q4 2020	3
Argent Wealth Management LLC	3	3	0.27%	0.51%	0.76%	Q4 2019	Q2 2020	3
Global Wealth Management Investment Advisory, Inc.	2	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	3
Bellwether Investment Group, LLC	2	1	0.05%	0.21%	0.30%	Q2 2016	Q1 2017	3
WESPAC Advisors, LLC	2	1	0.24%	1.09%	1.60%	Q1 2017	Q1 2021	3
Legacy Capital Group California, Inc.	3	3	0.35%	0.36%	0.39%	Q1 2023	Q3 2023	3
Selective Wealth Management, Inc.	2	1	0.01%	0.31%	0.90%	Q2 2019	Q3 2022	3
Strategic Income Management, LLC	3	3	3.07%	3.11%	3.16%	Q4 2014	Q2 2015	3
Trek Financial, LLC	3	3	0.14%	0.15%	0.16%	Q4 2018	Q2 2019	3
Cape Investment Advisory, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
LIBERTY WEALTH MANAGEMENT LLC	2	1	0.00%	0.00%	0.00%	Q2 2019	Q3 2021	3
Next Capital Management LLC	2	1	0.09%	0.22%	0.47%	Q1 2019	Q4 2019	3
Core Wealth Advisors, Inc.	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
FORTE CAPITAL LLC /ADV	2	1	0.08%	0.08%	0.09%	Q1 2015	Q4 2016	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.09%	0.20%	0.27%	Q4 2021	Q2 2022	3
EDGE ASSET MANAGEMENT, INC	3	3	0.01%	0.01%	0.02%	Q3 2016	Q1 2017	3
Corsair Capital Management	3	3	0.11%	0.29%	0.52%	Q4 2022	Q2 2023	3
Y-Intercept (Hong Kong) Ltd	1	1	0.03%	0.13%	0.20%	Q1 2022	Q3 2023	3
Bayesian Capital Management, LP	1	1	0.04%	0.07%	0.13%	Q2 2016	Q2 2023	3
Impax Asset Management Group plc	3	3	0.06%	0.11%	0.16%	Q1 2019	Q3 2019	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	1.02%	1.08%	1.13%	Q1 2023	Q3 2023	3
RMR Wealth Builders	3	3	0.01%	0.02%	0.06%	Q3 2020	Q1 2021	3
Gallagher Fiduciary Advisors, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Nixon Capital, LLC	3	3	0.37%	0.51%	0.75%	Q4 2022	Q2 2023	3
Stuart Chaussee & Associates, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
Empowered Funds, LLC	3	3	0.62%	1.61%	2.10%	Q4 2020	Q2 2021	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
BIP Wealth, LLC	3	3	0.07%	0.09%	0.11%	Q1 2023	Q3 2023	3
Voya Financial Advisors, Inc.	2	1	0.05%	0.09%	0.16%	Q3 2016	Q2 2018	3
Bordeaux Wealth Advisors LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Ten Capital Wealth Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
DFPG INVESTMENTS, LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
LGT Financial Advisors LLC	2	1	0.46%	0.48%	0.50%	Q4 2022	Q3 2023	3
Rafferty Asset Management, LLC	3	3	0.06%	0.56%	1.57%	Q2 2013	Q4 2013	3
All Season Financial Advisors, Inc.	3	3	0.88%	2.80%	3.81%	Q3 2021	Q1 2022	3
WADDELL & REED FINANCIAL INC	2	1	0.01%	0.01%	0.02%	Q1 2014	Q1 2016	3
Vestmark Advisory Solutions, Inc.	3	3	0.02%	0.03%	0.04%	Q2 2021	Q4 2021	3
Sound View Wealth Advisors Group, LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Field & Main Bank	1	1	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	3
Lee Financial Co	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
TUCKER ASSET MANAGEMENT LLC	2	1	0.00%	0.01%	0.01%	Q3 2021	Q4 2022	3
Wealth Advisors of Tampa Bay, LLC	2	1	0.06%	0.13%	0.28%	Q4 2021	Q4 2022	3
AJ WEALTH STRATEGIES, LLC	2	1	0.02%	0.05%	0.07%	Q1 2020	Q1 2021	3
Gryphon Financial Partners LLC	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
RIVERSEDGE ADVISORS, LLC	3	3	0.35%	0.35%	0.35%	Q2 2019	Q4 2019	3
FNY Investment Advisers, LLC	1	1	0.02%	0.19%	0.52%	Q4 2018	Q3 2023	3
TNF LLC	3	3	0.15%	0.15%	0.15%	Q3 2021	Q1 2022	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
AMERICAN NATIONAL BANK	3	3	0.10%	0.10%	0.10%	Q1 2023	Q3 2023	3
US FINANCIAL ADVISORS, LLC	3	3	0.00%	0.04%	0.08%	Q3 2015	Q1 2016	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
ClariVest Asset Management LLC	3	3	0.00%	0.00%	0.00%	Q2 2020	Q4 2020	3
Atom Investors LP	3	3	0.07%	0.12%	0.20%	Q4 2021	Q2 2022	3
Pathway Financial Advisors LLC	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
RATIONAL ADVISORS LLC	2	1	0.04%	0.08%	0.16%	Q1 2012	Q3 2019	3
Annandale Capital, LLC	3	3	0.08%	0.11%	0.13%	Q4 2021	Q2 2022	3
PZENA INVESTMENT MANAGEMENT LLC	1	1	0.00%	0.01%	0.02%	Q2 2015	Q3 2020	3
FIRST CITIZENS BANK & TRUST CO	1	1	0.01%	0.02%	0.02%	Q4 2018	Q2 2023	3
East Coast Asset Management, LLC.	3	3	0.05%	0.05%	0.05%	Q4 2012	Q2 2013	3
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1	1	0.06%	0.07%	0.07%	Q2 2015	Q4 2022	2
PSI Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
Watchman Group, Inc.	2	2	0.21%	0.22%	0.22%	Q1 2020	Q2 2020	2
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	1	1	0.16%	0.19%	0.21%	Q4 2017	Q4 2019	2
Ridgewood Investments LLC	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Hayden Royal, LLC	2	2	0.14%	0.52%	0.90%	Q1 2021	Q2 2021	2
J. Goldman & Co LP	2	2	0.25%	0.28%	0.31%	Q1 2018	Q2 2018	2
tru Independence LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2020	2
BALYASNY ASSET MANAGEMENT L.P.	1	1	0.01%	0.02%	0.04%	Q3 2017	Q3 2017	2
CloudAlpha Capital Management Limited/Hong Kong	1	1	1.34%	1.61%	1.88%	Q4 2020	Q4 2020	2
MOULTON WEALTH MANAGEMENT, INC	2	2	0.85%	0.87%	0.89%	Q1 2021	Q2 2021	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Register Financial Advisors LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Riverview Capital Advisers, LLC	2	2	4.55%	4.56%	4.57%	Q4 2021	Q1 2022	2
Icon Wealth Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q3 2022	Q4 2022	2
Tactical Allocation Group LLC	2	2	0.46%	0.51%	0.55%	Q3 2013	Q4 2013	2
Moors & Cabot, Inc.	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Bridgewater Advisors Inc.	2	2	0.07%	0.07%	0.08%	Q2 2021	Q3 2021	2
Cornerstone Planning Group LLC	1	1	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	2
Mill Creek Capital Advisors, LLC	2	2	0.01%	0.02%	0.02%	Q1 2023	Q2 2023	2
Polaris Wealth Advisory Group, LLC	2	2	0.00%	0.00%	0.00%	Q1 2018	Q2 2018	2
IAG Wealth Partners, LLC	2	2	0.01%	0.01%	0.02%	Q4 2019	Q1 2020	2
ADIRONDACK TRUST CO	1	1	0.00%	0.01%	0.01%	Q2 2013	Q1 2023	2
Destination Wealth Management	1	1	0.00%	0.00%	0.00%	Q3 2018	Q1 2019	2
Pacific Center for Financial Services	1	1	0.00%	0.00%	0.00%	Q3 2021	Q2 2022	2
Doyle Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	2
Idaho Trust Bank	2	2	2.57%	2.70%	2.83%	Q2 2023	Q3 2023	2
Regency Capital Management Inc.\DE	2	2	0.23%	0.24%	0.24%	Q2 2023	Q3 2023	2
Pinnacle Wealth Planning Services, Inc.	1	1	0.04%	0.08%	0.11%	Q3 2019	Q4 2020	2
Summit X, LLC	2	2	0.06%	0.07%	0.08%	Q3 2020	Q4 2020	2
Pinnacle Wealth Management Group, Inc.	2	2	0.46%	0.52%	0.58%	Q2 2021	Q3 2021	2
3Chopt Investment Partners, LLC	2	2	0.13%	0.15%	0.17%	Q4 2022	Q1 2023	2
Nemes Rush Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.06%	0.06%	0.06%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.13%	0.13%	0.14%	Q2 2023	Q3 2023	2
Hamilton Point Investment Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Level Financial Advisors	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Total Clarity Wealth Management, Inc.	1	1	0.03%	0.04%	0.04%	Q4 2019	Q2 2022	2
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	2	2	0.00%	0.00%	0.00%	Q2 2014	Q3 2014	2
Perennial Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
Exchange Capital Management, Inc.	1	1	0.00%	0.01%	0.01%	Q3 2014	Q3 2018	2
SUMITOMO MITSUI FINANCIAL GROUP, INC.	2	2	1.13%	1.35%	1.57%	Q2 2020	Q3 2020	2
Future Financial Wealth Managment LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
Ground Swell Capital, LLC	1	1	0.85%	1.43%	2.01%	Q4 2020	Q1 2022	2
STEINBERG ASSET MANAGEMENT LLC	1	1	0.28%	0.34%	0.40%	Q4 2015	Q4 2016	2
GENDELL JEFFREY L	2	2	0.11%	0.17%	0.23%	Q2 2023	Q3 2023	2
CITY NATIONAL BANK	1	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2015	2
BW Gestao de Investimentos Ltda.	2	2	1.29%	2.17%	3.05%	Q1 2023	Q2 2023	2
Madison Asset Management, LLC	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Lion Street Advisors, LLC	1	1	0.12%	0.12%	0.13%	Q1 2023	Q3 2023	2
Corbenic Partners LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2020	2
Financial Insights, Inc.	1	1	0.04%	0.06%	0.08%	Q2 2021	Q1 2023	2
WMS Partners, LLC	1	1	0.03%	0.03%	0.03%	Q2 2014	Q1 2015	2
New England Investment & Retirement Group, Inc.	2	2	2.21%	2.25%	2.29%	Q2 2013	Q3 2013	2
Empire Life Investments Inc.	2	2	0.14%	0.16%	0.18%	Q4 2016	Q1 2017	2
Vantage Financial Partners Ltd., Inc.	2	2	0.14%	0.14%	0.15%	Q1 2023	Q2 2023	2
DIMENSIONAL FUND ADVISORS LP	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Russell Investments Group, Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
STARR INTERNATIONAL CO INC	2	2	0.09%	0.15%	0.22%	Q1 2019	Q2 2019	2
DRW Securities, LLC	2	2	0.02%	0.03%	0.05%	Q2 2013	Q3 2013	2
Strategic Capital Group LLC	2	2	0.01%	0.01%	0.01%	Q4 2013	Q1 2014	2
Hemington Wealth Management	2	2	0.11%	0.11%	0.11%	Q1 2022	Q2 2022	2
PALISADE CAPITAL MANAGEMENT, LP	2	2	0.03%	0.05%	0.07%	Q2 2017	Q3 2017	2
Northwest Capital Management Inc	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1	1	2.06%	2.48%	2.90%	Q4 2016	Q1 2018	2
ADELL HARRIMAN & CARPENTER INC	2	2	0.06%	0.07%	0.07%	Q4 2016	Q1 2017	2
Stone Asset Management Inc.	2	2	0.93%	0.95%	0.97%	Q1 2022	Q2 2022	2
Diametric Capital, LP	1	1	0.20%	0.60%	1.00%	Q3 2019	Q1 2022	2
Manifold Partners, LLC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	2
Harel Insurance Investments & Financial Services Ltd.	2	2	0.22%	0.33%	0.44%	Q1 2021	Q2 2021	2
BENEDICT FINANCIAL ADVISORS INC	2	2	0.10%	0.11%	0.12%	Q1 2021	Q2 2021	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.03%	0.04%	0.04%	Q4 2021	Q1 2022	2
Spotlight Asset Group, Inc.	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.06%	0.11%	Q1 2019	Q4 2021	2
IMPAX ASSET MANAGEMENT LLC	2	2	0.53%	0.55%	0.58%	Q1 2017	Q2 2017	2
RUSSELL FRANK CO/	1	1	0.00%	0.01%	0.02%	Q3 2013	Q4 2014	2
TCWP LLC	2	2	0.04%	0.04%	0.04%	Q1 2022	Q2 2022	2
AJO, LP	1	1	0.01%	0.03%	0.05%	Q2 2014	Q1 2016	2
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.	2	2	0.14%	0.14%	0.14%	Q4 2018	Q1 2019	2
Banyan Partners, LLC	2	2	0.02%	0.02%	0.02%	Q3 2013	Q4 2013	2
Barrington Strategic Wealth Management Group LLC	2	2	0.15%	0.16%	0.17%	Q2 2014	Q3 2014	2
NATIXIS	2	2	0.11%	0.13%	0.14%	Q4 2017	Q1 2018	2
Sandy Cove Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Hudson Bay Capital Management LP	1	1	0.02%	0.03%	0.04%	Q2 2022	Q4 2022	2
Carmichael Hill & Associates, Inc.	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.08%	0.16%	0.24%	Q2 2013	Q3 2013	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.10%	0.10%	0.10%	Q4 2014	Q1 2015	2
FAIRFIELD, BUSH & CO.	1	1	0.00%	0.00%	0.01%	Q2 2022	Q2 2023	2
Channing Capital Management, LLC	2	2	0.02%	0.03%	0.04%	Q3 2018	Q4 2018	2
Almanack Investment Partners, LLC.	1	1	0.01%	0.04%	0.08%	Q2 2019	Q3 2022	2
American Financial Network Advisory Services LLC	2	2	0.01%	0.02%	0.02%	Q3 2017	Q4 2017	2
STABLEFORD CAPITAL II LLC	2	2	0.20%	0.35%	0.49%	Q4 2020	Q1 2021	2
Altus Wealth Group LLC	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
QS Investors, LLC	2	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2018	2
Virtue Capital Management, LLC	2	2	0.00%	0.00%	0.01%	Q4 2017	Q1 2018	2
Csenge Advisory Group	2	2	0.00%	0.34%	0.68%	Q2 2018	Q3 2018	2
HWG Holdings LP	2	2	0.14%	6.96%	13.77%	Q1 2021	Q2 2021	2
KESTREL INVESTMENT MANAGEMENT CORP	2	2	0.04%	0.05%	0.06%	Q3 2013	Q4 2013	2
SCHNIEDERS CAPITAL MANAGEMENT LLC	1	1	0.05%	0.05%	0.06%	Q2 2021	Q4 2021	2
PIN OAK INVESTMENT ADVISORS INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
MCIA Inc	2	2	0.01%	0.01%	0.01%	Q2 2017	Q3 2017	2
PEAK6 Group LLC	1	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2014	2
Granite Investment Partners, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q4 2020	2
Apollo Management Holdings, L.P.	1	1	0.02%	0.04%	0.06%	Q4 2021	Q4 2021	2
Executive Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
MARSHALL & SULLIVAN INC /WA/	1	1	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	2
CHILTON CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	2
Barber Financial Group, Inc.	2	2	4.75%	4.92%	5.10%	Q4 2016	Q1 2017	2
SageView Advisory Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
CX Institutional	2	2	0.02%	0.02%	0.02%	Q2 2022	Q3 2022	2
Clear Harbor Asset Management, LLC	2	2	0.02%	0.05%	0.08%	Q1 2023	Q2 2023	2
PECAUT & CO.	2	2	0.05%	0.07%	0.10%	Q3 2018	Q4 2018	2
Allegis Investment Advisors, LLC	1	1	0.00%	0.04%	0.07%	Q4 2015	Q1 2017	2
High Net Worth Advisory Group LLC	2	2	0.00%	0.00%	0.01%	Q3 2022	Q4 2022	2
Cedar Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2018	2
Wealth Quarterback LLC	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
DHJJ Financial Advisors, Ltd.	1	1	0.07%	0.14%	0.22%	Q4 2020	Q3 2023	2
BBVA USA	2	2	1.06%	1.09%	1.11%	Q2 2021	Q3 2021	2
HBK INVESTMENTS L P	1	1	0.00%	0.07%	0.13%	Q2 2022	Q2 2023	2
HIGHFIELDS CAPITAL MANAGEMENT LP	2	2	1.41%	2.56%	3.71%	Q4 2018	Q1 2019	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
Point72 Asset Management, L.P.	1	1	0.02%	0.04%	0.06%	Q4 2017	Q4 2021	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	2
Financial Services Advisory Inc	1	1	1.33%	4.87%	8.41%	Q1 2022	Q4 2022	2
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	2	2	0.05%	0.05%	0.05%	Q2 2013	Q3 2013	2
BlueCrest Capital Management Ltd	1	1	0.02%	0.65%	1.27%	Q1 2020	Q2 2022	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.03%	0.03%	0.03%	Q2 2022	Q3 2022	2
FSC Wealth Advisors, LLC	2	2	0.00%	0.02%	0.04%	Q1 2022	Q2 2022	2
BENJAMIN EDWARDS INC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
ELM ADVISORS, LLC	1	1	0.07%	0.07%	0.07%	Q3 2018	Q4 2020	2
Delek Group, Ltd.	2	2	0.02%	0.04%	0.06%	Q2 2018	Q3 2018	2
SOLARIS ASSET MANAGEMENT LLC	1	1	0.00%	0.22%	0.44%	Q3 2016	Q3 2017	2
Signator Financial Services, Inc.	2	2	0.73%	0.74%	0.75%	Q2 2013	Q3 2013	2
DIVIDEND ASSETS CAPITAL, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	2
TrinityPoint Wealth, LLC	2	2	0.05%	0.05%	0.06%	Q2 2021	Q3 2021	2
Fortitude Advisory Group L.L.C.	2	2	0.05%	0.06%	0.06%	Q4 2021	Q1 2022	2
ANGELES WEALTH MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q3 2022	Q4 2022	2
Moss Adams Wealth Advisors LLC	2	2	0.00%	0.00%	0.01%	Q4 2022	Q1 2023	2
Mirae Asset Global Investments Co., Ltd.	1	1	0.00%	0.02%	0.04%	Q1 2016	Q4 2016	2
Laird Norton Wetherby Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2017	Q4 2017	2
Financial Gravity Companies, Inc.	2	2	0.02%	0.02%	0.03%	Q4 2017	Q1 2018	2
Robertson Stephens Wealth Management, LLC	2	2	0.02%	0.02%	0.02%	Q4 2022	Q1 2023	2
PIERSHALE FINANCIAL GROUP, INC.	2	2	8.76%	11.14%	13.53%	Q2 2016	Q3 2016	2
ERTS Wealth Advisors, LLC	2	2	0.01%	0.02%	0.03%	Q4 2018	Q1 2019	2
Callan Family Office, LLC	2	2	0.09%	0.11%	0.12%	Q4 2022	Q1 2023	2
Deane Retirement Strategies, Inc.	2	2	2.98%	4.84%	6.70%	Q4 2020	Q1 2021	2
ASB Consultores, LLC	2	2	2.21%	3.04%	3.87%	Q4 2022	Q1 2023	2
MATRIX ASSET ADVISORS INC/NY	2	2	0.05%	0.05%	0.05%	Q4 2021	Q1 2022	2
Beaumont Financial Partners, LLC	1	1	0.20%	0.50%	0.81%	Q3 2013	Q1 2017	2
Clear Perspective Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2017	Q2 2018	2
VAUGHAN DAVID INVESTMENTS LLC/IL	2	2	0.02%	0.02%	0.02%	Q4 2017	Q1 2018	2
Knuff & Co LLC	2	2	0.02%	0.07%	0.12%	Q4 2018	Q1 2019	2
Advisors Capital Management, LLC	2	2	0.16%	0.16%	0.16%	Q2 2013	Q3 2013	2
MACKENZIE FINANCIAL CORP	2	2	0.00%	0.01%	0.01%	Q1 2019	Q2 2019	2
Holistic Financial Partners	2	2	0.04%	0.04%	0.04%	Q4 2017	Q1 2018	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
Avestar Capital, LLC	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
Hoxton Planning & Management, LLC	1	1	0.14%	0.18%	0.21%	Q1 2023	Q3 2023	2
Advocacy Wealth Management Services, LLC	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
EWG Elevate Inc.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Salomon & Ludwin, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Clarfeld Financial Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q4 2018	Q4 2018	1
Apollon Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Claro Advisors LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
HEADINVEST, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Meridian Financial Partners LLC	1	1	0.18%	0.18%	0.18%	Q2 2022	Q2 2022	1
Cynosure Group, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Sage Financial Management Group, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
CIBC Asset Management Inc	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
Vanguard Personalized Indexing Management, LLC	1	1	0.11%	0.11%	0.11%	Q3 2020	Q3 2020	1
Princeton Global Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
RVW Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Magnetar Financial LLC	1	1	0.76%	0.76%	0.76%	Q4 2014	Q4 2014	1
Dougherty Wealth Advisers LLC	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
My Legacy Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q1 2022	Q1 2022	1
Strategic Blueprint, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
HNP Capital LLC	1	1	1.76%	1.76%	1.76%	Q1 2020	Q1 2020	1
Canton Hathaway, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
GIRARD PARTNERS LTD.	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Sepio Capital, LP	1	1	0.44%	0.44%	0.44%	Q4 2022	Q4 2022	1
FOUNDERS FINANCIAL SECURITIES LLC	1	1	3.91%	3.91%	3.91%	Q3 2016	Q3 2016	1
Forward Management, LLC	1	1	3.01%	3.01%	3.01%	Q4 2020	Q4 2020	1
MBE Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
TAP Consulting, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
CHILTON INVESTMENT CO INC.	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
LITTLE HOUSE CAPITAL LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Brand Asset Management Group, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Cox Capital Mgt LLC	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
IEQ CAPITAL, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
WCM INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
PNC Managed Account Solutions, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Aquire Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Marcum Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
Jane Street Holding, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Independent Portfolio Consultants, Inc.	1	1	0.57%	0.57%	0.57%	Q4 2014	Q4 2014	1
Foundations Investment Advisors, LLC	1	1	7.64%	7.64%	7.64%	Q1 2019	Q1 2019	1
O'Dell Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Financial Gravity Asset Management, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
Keel Point, LLC	1	1	0.05%	0.05%	0.05%	Q2 2022	Q2 2022	1
Pflug Koory, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Sabal Trust CO	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Weiss Multi-Strategy Advisers LLC	1	1	0.10%	0.10%	0.10%	Q2 2020	Q2 2020	1
MARSHALL WACE, LLP	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
HOEY INVESTMENTS, INC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Live Oak Private Wealth LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
GENERAL MOTORS INVESTMENT MANAGEMENT CORP	1	1	0.04%	0.04%	0.04%	Q1 2014	Q1 2014	1
Buffington Mohr McNeal	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Telemus Investment Management, LLC	1	1	0.28%	0.28%	0.28%	Q2 2013	Q2 2013	1
LEAVELL INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2010	Q2 2010	1
Hillman Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Rossmore Private Capital	1	1	0.12%	0.12%	0.12%	Q4 2017	Q4 2017	1
Archford Capital Strategies, LLC	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2014	1
GEMS MANAGEMENT LTD	1	1	14.49%	14.49%	14.49%	Q3 2013	Q3 2013	1
Johnson Midwest Financial, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
CastleArk Alternatives, LLC	1	1	0.10%	0.10%	0.10%	Q3 2021	Q3 2021	1
Aurora Private Wealth, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
KNIGHT CAPITAL GROUP LLC	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
PUBLIC SECTOR PENSION INVESTMENT BOARD	1	1	0.06%	0.06%	0.06%	Q4 2017	Q4 2017	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
G&S Capital LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Lloyd Advisory Services, LLC.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Tatro Capital, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Legacy Wealth Planning, LLC	1	1	0.24%	0.24%	0.24%	Q4 2019	Q4 2019	1
Choate Investment Advisors	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Texas Capital Bank Wealth Management Services Inc	1	1	1.16%	1.16%	1.16%	Q4 2019	Q4 2019	1
Jaffetilchin Investment Partners, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Advisors Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
NWK Group, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
ROTHSCHILD INVESTMENT LLC /IL	1	1	0.16%	0.16%	0.16%	Q4 2016	Q4 2016	1
Menard Financial Group LLC	1	1	1.14%	1.14%	1.14%	Q4 2019	Q4 2019	1
All Terrain Financial Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q3 2018	Q3 2018	1
Capital Wealth Alliance, LLC	1	1	0.32%	0.32%	0.32%	Q2 2021	Q2 2021	1
PEOPLES FINANCIAL SERVICES CORP.	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
Rinkey Investments	1	1	1.42%	1.42%	1.42%	Q1 2023	Q1 2023	1
PACIFIC CAPITAL WEALTH ADVISORS, INC	1	1	1.92%	1.92%	1.92%	Q3 2020	Q3 2020	1
MADDEN SECURITIES Corp	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Kerntke Otto McGlone Wealth Management Group	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Vanguard Capital Wealth Advisors	1	1	0.35%	0.35%	0.35%	Q1 2022	Q1 2022	1
CONCORD ASSET MANAGEMENT LLC	1	1	0.15%	0.15%	0.15%	Q4 2014	Q4 2014	1
Consolidated Planning Corp	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
Danda Trouve Investment Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
CLIFFORD CAPITAL PARTNERS LLC	1	1	2.14%	2.14%	2.14%	Q4 2017	Q4 2017	1
TFG Advisers LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Paul John Balson	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
GARNET EQUITY CAPITAL HOLDINGS, INC.	1	1	0.64%	0.64%	0.64%	Q2 2021	Q2 2021	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
FIDUCIENT ADVISORS LLC	1	1	0.15%	0.15%	0.15%	Q3 2021	Q3 2021	1
Geneva Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Claybrook Capital, LLC	1	1	1.40%	1.40%	1.40%	Q4 2018	Q4 2018	1
Fortis Group Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
Retirement Planning Co of New England, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Klaas Financial Asset Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Monument Capital Management	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Tri-Star Advisors Inc.	1	1	0.05%	0.05%	0.05%	Q1 2023	Q1 2023	1
Apriem Advisors	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
Shamrock Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
Gleason Group, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Tennessee Valley Asset Management Partners	1	1	1.63%	1.63%	1.63%	Q4 2018	Q4 2018	1
GFS Private Wealth, LLC	1	1	0.75%	0.75%	0.75%	Q4 2017	Q4 2017	1
Blueshift Asset Management, LLC	1	1	0.05%	0.05%	0.05%	Q2 2022	Q2 2022	1
CHIRON CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Baltimore-Washington Financial Advisors Inc.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Wallington Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
EVERGREEN CAPITAL MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
MD Financial Management Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Legacy Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Alaska Permanent Capital Management	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
BRANDES INVESTMENT PARTNERS, LP	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
GFS Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Measured Wealth Private Client Group, LLC	1	1	0.10%	0.10%	0.10%	Q3 2018	Q3 2018	1
Spearhead Capital Advisors, LLC	1	1	0.20%	0.20%	0.20%	Q1 2020	Q1 2020	1
LONDON CO OF VIRGINIA	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Arlington Financial Advisors, LLC	1	1	1.10%	1.10%	1.10%	Q4 2018	Q4 2018	1
ForthRight Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Efficient Market Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Diversified, LLC	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
HEARTLAND ADVISORS INC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
OLD MISSION CAPITAL, LLC	1	1	0.58%	0.58%	0.58%	Q4 2020	Q4 2020	1
DOLIVER ADVISORS, LP	1	1	0.43%	0.43%	0.43%	Q2 2023	Q2 2023	1
Capital Bank & Trust Co	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
DAVIS R M INC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
AlphaCore Capital LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Silver Bridge Capital Management LLC	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	2.18%	2.18%	2.18%	Q2 2013	Q2 2013	1
ACT II MANAGEMENT, LP	1	1	3.74%	3.74%	3.74%	Q4 2017	Q4 2017	1
WILLIAMS JONES & ASSOCIATES LLC	1	1	0.04%	0.04%	0.04%	Q4 2016	Q4 2016	1
Cannon Global Investment Management, LLC	1	1	2.04%	2.04%	2.04%	Q2 2021	Q2 2021	1
Stratos Investment Management, LLC	1	1	0.06%	0.06%	0.06%	Q3 2021	Q3 2021	1
Oder Investment Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
BURNEY CO/	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Watermark Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
CFS Investment Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Oxler Private Wealth LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Legacy Wealth Asset Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
Founders Capital Management	1	1	0.01%	0.01%	0.01%	Q4 2023	Q4 2023	1
Twin Lakes Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Bridge Advisory, LLC	1	1	0.35%	0.35%	0.35%	Q3 2023	Q3 2023	1
Cubist Systematic Strategies, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Leucadia National	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Vulcan Value Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
South Shore Capital Advisors	1	1	0.44%	0.44%	0.44%	Q2 2021	Q2 2021	1
GETCO Holding Company, LLC	1	1	0.37%	0.37%	0.37%	Q2 2013	Q2 2013	1
Sterling Investment Advisors, Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Ensign Peak Advisors, Inc	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Guardian Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
TECTONIC ADVISORS LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Pinnacle Wealth Advisors	1	1	0.07%	0.07%	0.07%	Q2 2021	Q2 2021	1
Financial Advisors Network, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
BARINGS LLC	1	1	0.05%	0.05%	0.05%	Q1 2018	Q1 2018	1
WITTENBERG INVESTMENT MANAGEMENT, INC.	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
SANDERS MORRIS HARRIS LLC	1	1	0.07%	0.07%	0.07%	Q1 2016	Q1 2016	1
NorthCoast Asset Management LLC	1	1	0.15%	0.15%	0.15%	Q1 2021	Q1 2021	1
Y.D. More Investments Ltd	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
KCS Wealth Advisory	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Accurate Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Riverwater Partners LLC	1	1	0.28%	0.28%	0.28%	Q4 2023	Q4 2023	1
Independent Advisor Alliance	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Forefront Analytics, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
ZEKE CAPITAL ADVISORS, LLC	1	1	0.41%	0.41%	0.41%	Q4 2018	Q4 2018	1
RiverFront Investment Group, LLC	1	1	0.48%	0.48%	0.48%	Q4 2008	Q4 2008	1
22NW, LP	1	1	2.40%	2.40%	2.40%	Q4 2017	Q4 2017	1
Harvest Fund Management Co., Ltd	1	1	0.05%	0.05%	0.05%	Q4 2016	Q4 2016	1
Glenview Trust Co	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
MWA Asset Management	1	1	1.02%	1.02%	1.02%	Q3 2023	Q3 2023	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Bridgeworth, LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
Congress Wealth Management LLC / DE /	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
Clearwater Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Smith, Salley & Associates	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Breithorn Capital Management	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
Walthausen & Co., LLC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Brouwer & Janachowski, LLC	1	1	0.03%	0.03%	0.03%	Q1 2014	Q1 2014	1
Riverpoint Wealth Management Holdings, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
TD Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
JBF Capital, Inc.	1	1	0.24%	0.24%	0.24%	Q4 2013	Q4 2013	1
IPG Investment Advisors LLC	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
Syverson Strege & Co	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
CARL STUART INVESTMENT ADVISOR, INC	1	1	0.21%	0.21%	0.21%	Q1 2023	Q1 2023	1
Legacy Wealth Management, Inc	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Reby Advisors, LLC	1	1	0.42%	0.42%	0.42%	Q4 2020	Q4 2020	1
HORIZON FINANCIAL SERVICES, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Bristlecone Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Horan Securities, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Rain Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
AXXCESS WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
PURSUE WEALTH PARTNERS LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
AVALON CAPITAL MANAGEMENT	1	1	0.74%	0.74%	0.74%	Q4 2017	Q4 2017	1
Granite Bay Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Raleigh Capital Management Inc.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Spot Trading L.L.C	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
SBK Financial, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Richwood Investment Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Resurgent Financial Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Glassy Mountain Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
BlackRock Group LTD	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Main Street Research LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Schonfeld Strategic Advisors LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Financial Advantage, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Stanley Capital Management, LLC	1	1	2.74%	2.74%	2.74%	Q3 2022	Q3 2022	1
Safeguard Financial, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
FORT PITT CAPITAL GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Permit Capital Advisors, LLC	1	1	3.60%	3.60%	3.60%	Q1 2022	Q1 2022	1
Horizon Kinetics	1	1	0.16%	0.16%	0.16%	Q1 2014	Q1 2014	1
Lansing Street Advisors	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Horizon Investments, LLC	1	1	6.92%	6.92%	6.92%	Q3 2016	Q3 2016	1
Allen Capital Group, LLC	1	1	3.60%	3.60%	3.60%	Q4 2022	Q4 2022	1
Coppell Advisory Solutions Corp.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Lyons Wealth Management, LLC.	1	1	0.26%	0.26%	0.26%	Q4 2013	Q4 2013	1
Thomasville National Bank	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
Virtus Investment Advisers, Inc.	1	1	3.62%	3.62%	3.62%	Q3 2015	Q3 2015	1
ADVISOR PARTNERS II, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Gallagher Benefit Services, Inc.	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
Fiduciary Alliance LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
ING GROEP NV	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
DAYMARK WEALTH PARTNERS, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Verum Partners LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Fortis Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
CKW FINANCIAL GROUP	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Cambria Investment Management, L.P.	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
REGENTATLANTIC CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Rather & Kittrell, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Arista Wealth Management, LLC	1	1	0.27%	0.27%	0.27%	Q4 2022	Q4 2022	1
Ipsen Advisor Group LLC	1	1	1.82%	1.82%	1.82%	Q4 2022	Q4 2022	1
Ergoteles LLC	1	1	0.10%	0.10%	0.10%	Q1 2022	Q1 2022	1
TFB Advisors LLC	1	1	0.47%	0.47%	0.47%	Q2 2023	Q2 2023	1
Tuttle Capital Management, LLC	1	1	0.95%	0.95%	0.95%	Q2 2017	Q2 2017	1
Addison Capital Co	1	1	0.20%	0.20%	0.20%	Q4 2017	Q4 2017	1
Robbie L. Kennerson P.A., Inc.	1	1	0.41%	0.41%	0.41%	Q4 2022	Q4 2022	1
Linden Thomas Advisory Services, LLC	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
Delta Financial Group, Inc.	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Alpha Cubed Investments, LLC	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
Edge Wealth Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
Colonial Trust Advisors	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Bensler, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
SILVERLAKE WEALTH MANAGEMENT LLC	1	1	0.13%	0.13%	0.13%	Q4 2021	Q4 2021	1
Checchi Capital Advisers, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Miramar Fiduciary Corp	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Belmont Global Advisors, Inc.	1	1	0.20%	0.20%	0.20%	Q1 2014	Q1 2014	1
Aveo Capital Partners, LLC	1	1	0.15%	0.15%	0.15%	Q4 2016	Q4 2016	1
REFRAME WEALTH, LLC	1	1	4.46%	4.46%	4.46%	Q4 2022	Q4 2022	1
Dynamic Advisor Solutions LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
CLEAR STREET MARKETS LLC	1	1	0.04%	0.04%	0.04%	Q4 2017	Q4 2017	1
National Wealth Management Group, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
ORG Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
First County Bank /CT/	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
Key Bridge Compliance, LLC	1	1	0.29%	0.29%	0.29%	Q3 2023	Q3 2023	1
BROWN WEALTH MANAGEMENT, LLC	1	1	0.18%	0.18%	0.18%	Q2 2023	Q2 2023	1
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
CapWealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
CGC Financial Services, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Financial Management Professionals, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
WFA Asset Management Corp	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	1.22%	1.22%	1.22%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Sigma Investment Management Co	1	1	17.38%	17.38%	17.38%	Q1 2013	Q1 2013	1
HOLDERNESS INVESTMENTS CO	1	1	0.49%	0.49%	0.49%	Q1 2017	Q1 2017	1
United Community Bank	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
DODGE & COX	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
ROMANO BROTHERS AND COMPANY	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Spectrum Management Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
COOKE & BIELER LP	1	1	0.53%	0.53%	0.53%	Q3 2015	Q3 2015	1
Sharkey, Howes & Javer	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Lombard Odier Asset Management (Switzerland) SA	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
FRONTIER CAPITAL MANAGEMENT CO LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
SIGNET MANAGEMENT USA, LLC	1	1	0.04%	0.04%	0.04%	Q4 2013	Q4 2013	1
SHEETS SMITH WEALTH MANAGEMENT	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Otter Creek Advisors, LLC	1	1	3.22%	3.22%	3.22%	Q4 2021	Q4 2021	1
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	1	1	0.57%	0.57%	0.57%	Q1 2022	Q1 2022	1
XPONANCE, INC.	1	1	7.42%	7.42%	7.42%	Q1 2014	Q1 2014	1
Man Group plc	1	1	0.20%	0.20%	0.20%	Q1 2021	Q1 2021	1
Farmer Steven Patrick	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
WHITE PINE CAPITAL LLC	1	1	0.06%	0.06%	0.06%	Q1 2021	Q1 2021	1
Banco BTG Pactual S.A.	1	1	0.24%	0.24%	0.24%	Q3 2022	Q3 2022	1
Headlands Technologies LLC	1	1	0.19%	0.19%	0.19%	Q1 2023	Q1 2023	1
SEIZERT CAPITAL PARTNERS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
CWH Capital Management, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
Pension Partners, LLC	1	1	10.95%	10.95%	10.95%	Q4 2013	Q4 2013	1
HENGEHOLD CAPITAL MANAGEMENT LLC	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
Pinkerton Retirement Specialists, LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
UBS OCONNOR LLC	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.66%	0.66%	0.66%	Q2 2018	Q2 2018	1
BANK PICTET & CIE (ASIA) LTD	1	1	0.33%	0.33%	0.33%	Q4 2013	Q4 2013	1
Cypress Capital Management LLC (WY)	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Lebenthal Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
ARROW FINANCIAL CORP	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
USA FINANCIAL FORMULAS	1	1	0.22%	0.22%	0.22%	Q4 2016	Q4 2016	1
Formidable Asset Management, LLC	1	1	0.25%	0.25%	0.25%	Q1 2019	Q1 2019	1
IRONWOOD INVESTMENT MANAGEMENT LLC	1	1	0.08%	0.08%	0.08%	Q4 2014	Q4 2014	1
LORD, ABBETT & CO. LLC	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
AllSquare Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
Price Capital Management, Inc.	1	1	75.86%	75.86%	75.86%	Q1 2022	Q1 2022	1
PROFFITT & GOODSON INC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Resource Planning Group	1	1	0.12%	0.12%	0.12%	Q4 2019	Q4 2019	1
ECLECTIC ASSOCIATES INC /ADV	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
CHICAGO EQUITY PARTNERS LLC	1	1	0.14%	0.14%	0.14%	Q1 2019	Q1 2019	1
Endurant Capital Management LP	1	1	85.25%	85.25%	85.25%	Q2 2020	Q2 2020	1
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	1	1	0.12%	0.12%	0.12%	Q1 2020	Q1 2020	1
TDAM USA INC.	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
Maven Securities LTD	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Visionary Asset Management, Inc.	1	1	0.38%	0.38%	0.38%	Q2 2013	Q2 2013	1
Legal & General Group Plc	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Paloma Partners Management Co	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Roof Eidam Maycock Peralta, LLC	1	1	0.36%	0.36%	0.36%	Q3 2022	Q3 2022	1
TCG Advisors, LP	1	1	2.80%	2.80%	2.80%	Q4 2018	Q4 2018	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.20%	0.20%	0.20%	Q1 2017	Q1 2017	1
MARINO, STRAM & ASSOCIATES LLC	1	1	0.18%	0.18%	0.18%	Q2 2021	Q2 2021	1
BROADMARK ASSET MANAGEMENT LLC	1	1	3.98%	3.98%	3.98%	Q4 2020	Q4 2020	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
PERSONAL FINANCIAL CONSULTANTS INC /ADV	1	1	0.42%	0.42%	0.42%	Q3 2018	Q3 2018	1
CAPITAL CITY TRUST CO/FL	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Antonetti Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
NBC SECURITIES, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Power Corp of Canada	1	1	0.73%	0.73%	0.73%	Q1 2022	Q1 2022	1
NEXT Financial Holdings	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Godshalk Welsh Capital Management, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2014	Q4 2014	1
SouthernSun Asset Management	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
CITIZENS & NORTHERN CORP	1	1	2.00%	2.00%	2.00%	Q2 2020	Q2 2020	1
WASATCH ADVISORS LP	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Arvest Bank Trust Division	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Azarias Capital Management, L.P.	1	1	9.32%	9.32%	9.32%	Q3 2023	Q3 2023	1
CALTON & ASSOCIATES, INC.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
TRUST CO OF TOLEDO NA /OH/	1	1	0.08%	0.08%	0.08%	Q4 2013	Q4 2013	1
Windsor Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
S&CO INC	1	1	0.03%	0.03%	0.03%	Q1 2018	Q1 2018	1
Lighthouse Financial Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Compass Ion Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
PROSPECTOR PARTNERS LLC	1	1	0.09%	0.09%	0.09%	Q1 2017	Q1 2017	1
JAG CAPITAL MANAGEMENT, LLC	1	1	0.05%	0.05%	0.05%	Q4 2014	Q4 2014	1
Graticule Asia Macro Advisors LLC	1	1	0.74%	0.74%	0.74%	Q3 2016	Q3 2016	1
FURE FINANCIAL CORP	1	1	2.26%	2.26%	2.26%	Q1 2021	Q1 2021	1
Samalin Investment Counsel, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
ROCKLAND TRUST CO	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Quad Capital Management Advisors LLC	1	1	1.96%	1.96%	1.96%	Q3 2019	Q3 2019	1
Winslow, Evans & Crocker, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
NewSquare Capital LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
SOCIETE GENERALE	1	1	0.06%	0.06%	0.06%	Q2 2016	Q2 2016	1
Trust Asset Management LLC	1	1	0.40%	0.40%	0.40%	Q2 2018	Q2 2018	1

External links

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