• IWO shareholders
• Shareholder history

Current and past ISHARES TR shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.01%	0.10%	Q2 2013	Q3 2023	123
CITIGROUP INC	42	42	0.00%	0.04%	0.22%	Q2 2013	Q3 2023	106
BARCLAYS PLC	38	3	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	94
Citadel Advisors	39	39	0.00%	0.00%	0.03%	Q1 2014	Q3 2023	91
JANE STREET GROUP, LLC	16	3	0.00%	0.07%	1.01%	Q1 2014	Q3 2023	85
Cutler Group LLC / CA	22	9	0.00%	0.02%	0.39%	Q4 2015	Q3 2023	69
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.03%	0.06%	Q1 2009	Q3 2023	64
Parallax Volatility Advisers, L.P.	24	1	0.00%	0.01%	0.11%	Q3 2013	Q3 2023	58
Rehmann Capital Advisory Group	38	2	0.17%	0.33%	0.86%	Q2 2009	Q3 2023	55
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.07%	0.19%	Q1 2012	Q3 2023	54
Goldstein Munger & Associates	52	52	0.70%	1.00%	1.26%	Q4 2009	Q3 2022	52
HSBC HOLDINGS PLC	47	47	0.00%	0.02%	0.03%	Q1 2012	Q3 2023	48
MUFG Americas Holdings Corp	48	48	0.26%	0.46%	0.70%	Q4 2010	Q3 2022	48
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.10%	0.16%	Q2 2013	Q3 2023	47
UBS Group AG	36	36	0.00%	0.04%	0.09%	Q4 2014	Q3 2023	47
WELLINGTON MANAGEMENT GROUP LLP	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	46
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.43%	3.29%	8.86%	Q3 2012	Q3 2023	45
HighTower Advisors, LLC	27	10	0.00%	0.08%	0.74%	Q4 2013	Q3 2023	45
WOLVERINE TRADING, LLC	5	1	0.00%	0.00%	0.02%	Q2 2016	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.08%	0.21%	0.28%	Q4 2012	Q3 2023	44
ROYAL BANK OF CANADA	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	44
Cetera Advisor Networks LLC	43	43	0.03%	0.32%	1.47%	Q1 2013	Q3 2023	43
COMMERCE BANK	43	43	0.42%	0.62%	0.74%	Q1 2013	Q3 2023	43
CHEMUNG CANAL TRUST CO	43	43	0.37%	0.47%	0.62%	Q2 2013	Q4 2023	43
LPL Financial LLC	42	42	0.00%	0.13%	0.24%	Q2 2013	Q3 2023	43
BANK OF AMERICA CORP /DE/	42	42	0.02%	0.10%	0.20%	Q2 2013	Q3 2023	43
BRYN MAWR TRUST Co	43	43	0.03%	0.08%	0.14%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.09%	0.23%	0.38%	Q4 2012	Q2 2023	43
Montecito Bank & Trust	43	43	0.84%	1.57%	2.81%	Q2 2013	Q4 2023	43
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.01%	0.07%	Q2 2013	Q3 2023	43
DUFF & PHELPS INVESTMENT MANAGEMENT CO	42	42	0.09%	0.13%	0.20%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.34%	0.61%	0.95%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.18%	0.63%	1.46%	Q2 2013	Q3 2023	42
FIRST BUSINESS FINANCIAL SERVICES, INC.	42	42	0.09%	0.78%	4.71%	Q2 2013	Q3 2023	42
Accredited Investors Inc.	42	42	0.05%	0.38%	3.47%	Q2 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.00%	0.02%	0.29%	Q2 2013	Q3 2023	42
West Coast Financial LLC	42	42	0.10%	0.15%	0.22%	Q2 2013	Q3 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	0.10%	0.71%	1.75%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.10%	0.66%	1.45%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.02%	0.06%	0.11%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.03%	0.12%	0.36%	Q2 2013	Q3 2023	42
Sequent Asset Management, LLC	42	42	0.04%	3.43%	6.75%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.08%	0.09%	0.12%	Q2 2013	Q3 2023	42
ADIRONDACK TRUST CO	42	42	0.02%	0.24%	0.59%	Q2 2013	Q3 2023	42
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	42	42	0.17%	0.53%	0.90%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.01%	0.06%	0.11%	Q2 2013	Q3 2023	42
BANK OF MONTREAL /CAN/	39	2	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
MOODY LYNN & LIEBERSON, LLC	42	42	0.08%	0.20%	0.30%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.04%	0.14%	0.41%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.01%	0.07%	0.15%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.92%	1.21%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	0.13%	1.14%	1.41%	Q2 2013	Q3 2023	42
LS Investment Advisors, LLC	42	42	0.03%	0.06%	0.16%	Q2 2013	Q3 2023	42
Parkside Financial Bank & Trust	42	42	0.64%	2.05%	3.67%	Q2 2013	Q3 2023	42
Cohen Klingenstein LLC	42	42	5.76%	13.31%	19.29%	Q2 2013	Q3 2023	42
Jasper Ridge Partners, L.P.	42	42	0.03%	0.06%	0.21%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.43%	0.87%	1.41%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.01%	0.45%	2.91%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.01%	0.05%	0.09%	Q2 2013	Q3 2023	42
MCF Advisors LLC	26	7	0.00%	0.01%	0.02%	Q4 2011	Q3 2023	42
Crestwood Advisors Group, LLC	42	42	0.02%	0.25%	0.92%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.07%	0.13%	0.25%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.02%	0.08%	0.17%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.11%	0.32%	0.54%	Q2 2013	Q3 2023	42
CHATHAM CAPITAL GROUP, INC.	42	42	0.25%	0.35%	0.68%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.04%	0.19%	0.63%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.04%	0.09%	0.21%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	0.44%	0.77%	1.04%	Q2 2013	Q3 2023	42
WADE G W & INC	42	42	0.23%	0.68%	8.03%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.03%	0.12%	0.19%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.10%	0.16%	0.34%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.09%	0.14%	0.20%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.32%	0.75%	1.17%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.02%	0.05%	0.08%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
FIDUCIARY TRUST CO	42	42	0.11%	0.20%	0.31%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.06%	0.10%	0.18%	Q2 2013	Q3 2023	42
ST GERMAIN D J CO INC	39	3	0.00%	0.04%	0.06%	Q2 2013	Q4 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.02%	0.03%	0.05%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.08%	0.15%	0.20%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.31%	0.79%	1.12%	Q2 2013	Q4 2023	42
OPPENHEIMER & CO INC	42	42	0.02%	0.08%	0.25%	Q2 2013	Q3 2023	42
BRIGHTON JONES LLC	42	42	0.12%	0.49%	1.93%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.07%	0.09%	0.12%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.04%	0.13%	0.32%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.01%	0.19%	0.30%	Q2 2013	Q3 2023	42
AlphaMark Advisors, LLC	42	42	0.03%	1.14%	4.28%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.00%	0.03%	0.16%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.30%	0.55%	0.74%	Q2 2013	Q3 2023	42
INSIGHT 2811, INC.	42	42	0.33%	0.69%	1.05%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.07%	0.14%	0.22%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.06%	0.09%	0.12%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	0.01%	0.06%	0.09%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.02%	0.03%	0.07%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.08%	0.16%	0.26%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
STOCK YARDS BANK & TRUST CO	42	42	0.05%	0.10%	0.25%	Q2 2013	Q3 2023	42
Kistler-Tiffany Companies, LLC	41	41	0.08%	0.17%	0.29%	Q2 2013	Q2 2023	41
Sand Hill Global Advisors, LLC	22	19	0.08%	0.28%	0.68%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.06%	0.08%	0.12%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.12%	0.19%	0.28%	Q2 2013	Q3 2023	41
M&T BANK CORP	26	15	0.39%	0.75%	1.08%	Q2 2013	Q3 2023	41
JNBA Financial Advisors	21	20	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
Creative Planning	33	8	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.02%	0.03%	0.05%	Q2 2013	Q3 2023	41
Diversified Trust Co	37	1	0.02%	0.03%	0.05%	Q2 2013	Q4 2023	41
First Horizon Advisors, Inc.	41	41	0.00%	0.20%	0.54%	Q3 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.04%	0.20%	Q3 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.02%	0.04%	0.10%	Q3 2013	Q3 2023	41
Mariner, LLC	41	41	0.03%	0.14%	0.47%	Q3 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.03%	0.17%	0.50%	Q2 2013	Q3 2023	41
Corundum Group, Inc.	21	20	2.02%	4.99%	7.30%	Q2 2013	Q3 2023	41
Haverford Trust Co	40	1	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	41
Somerset Group LLC	40	40	1.08%	1.88%	2.70%	Q4 2013	Q3 2023	40
Waldron Private Wealth LLC	40	40	1.14%	3.36%	8.27%	Q4 2013	Q3 2023	40
Capital Analysts, LLC	40	40	0.00%	0.04%	0.11%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	40
Joel Isaacson & Co., LLC	40	40	0.02%	0.06%	0.23%	Q4 2013	Q3 2023	40
HOLLENCREST CAPITAL MANAGEMENT	40	40	0.06%	0.08%	0.11%	Q4 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	29	5	0.00%	0.08%	0.26%	Q2 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.02%	0.09%	0.20%	Q4 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.10%	0.22%	0.44%	Q4 2013	Q3 2023	40
Smithfield Trust Co	40	40	0.02%	0.07%	0.12%	Q4 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.01%	0.02%	0.08%	Q4 2013	Q4 2023	40
Capital Advisors, Ltd. LLC	40	40	0.05%	0.09%	0.13%	Q4 2013	Q3 2023	40
FIRST TRUST ADVISORS LP	40	40	0.00%	0.00%	0.01%	Q3 2013	Q2 2023	40
METROPOLITAN LIFE INSURANCE CO/NY	21	4	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	40
Atlas Brown,Inc.	39	1	0.25%	0.96%	1.58%	Q2 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	0.02%	0.05%	0.09%	Q4 2013	Q3 2023	40
WASHINGTON TRUST BANK	39	39	0.18%	0.25%	0.30%	Q1 2014	Q3 2023	39
SIGNATUREFD, LLC	24	1	0.00%	0.02%	0.10%	Q2 2013	Q3 2023	39
NWAM LLC	19	2	0.03%	0.27%	0.86%	Q3 2012	Q3 2023	39
ALESCO ADVISORS LLC	39	39	0.02%	0.03%	0.06%	Q1 2014	Q3 2023	39
MEEDER ASSET MANAGEMENT INC	38	1	0.00%	0.38%	2.70%	Q2 2013	Q3 2023	39
Parsec Financial Management, Inc.	39	39	0.03%	0.13%	0.20%	Q3 2013	Q1 2023	39
FIRST NATIONAL BANK OF OMAHA	27	12	0.01%	0.07%	0.12%	Q2 2013	Q3 2023	39
One Capital Management, LLC	39	39	0.29%	1.58%	4.00%	Q1 2014	Q3 2023	39
Hilltop Holdings Inc.	36	3	0.02%	0.12%	0.89%	Q2 2013	Q1 2023	39
Occidental Asset Management, LLC	39	39	0.22%	1.02%	2.42%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.07%	0.19%	Q1 2014	Q3 2023	39
Sandy Spring Bank	26	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	39
CHOREO, LLC	39	39	0.89%	2.53%	5.69%	Q1 2014	Q3 2023	39
Ironwood Investment Counsel, LLC	38	38	0.12%	0.21%	0.41%	Q2 2014	Q3 2023	38
Evercore Wealth Management, LLC	21	5	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	38
LBJ Family Wealth Advisors, Ltd.	37	1	3.64%	4.91%	10.50%	Q4 2013	Q4 2023	38
TWO SIGMA SECURITIES, LLC	14	1	0.00%	0.08%	1.00%	Q1 2016	Q3 2023	38
Regent Investment Management LLC	27	11	0.07%	0.28%	1.03%	Q2 2013	Q4 2022	38
Garde Capital, Inc.	38	38	0.07%	0.23%	0.53%	Q2 2014	Q3 2023	38
WEDGEWOOD INVESTORS INC /PA/	38	38	0.35%	0.60%	0.96%	Q2 2013	Q3 2022	38
DOWLING & YAHNKE LLC	38	38	0.22%	0.38%	0.53%	Q2 2013	Q3 2022	38
Round Table Services, LLC	38	38	0.34%	1.03%	2.72%	Q2 2013	Q3 2022	38
Plante Moran Financial Advisors, LLC	37	37	0.00%	0.15%	0.67%	Q3 2014	Q3 2023	37
MYCIO WEALTH PARTNERS, LLC	34	3	0.01%	0.11%	0.32%	Q4 2013	Q3 2023	37
Allen Investment Management, LLC	37	37	0.01%	0.01%	0.03%	Q3 2014	Q3 2023	37
Capital Directions Investment Advisors, LLC	16	7	0.35%	1.02%	2.14%	Q2 2013	Q4 2022	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.00%	0.08%	0.31%	Q2 2013	Q2 2022	37
FAS Wealth Partners, Inc.	36	1	0.08%	0.21%	0.79%	Q4 2013	Q3 2023	37
Avior Wealth Management, LLC	37	37	0.00%	0.00%	0.03%	Q3 2014	Q3 2023	37
Lido Advisors, LLC	17	13	0.00%	0.12%	0.79%	Q1 2016	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	0.35%	1.00%	2.18%	Q4 2014	Q3 2023	36
BTC Capital Management, Inc.	21	15	0.05%	0.15%	0.30%	Q3 2014	Q3 2023	36
RICE HALL JAMES & ASSOCIATES, LLC	36	36	0.01%	0.10%	0.57%	Q4 2014	Q3 2023	36
Covington Capital Management	36	36	0.09%	0.21%	0.42%	Q4 2013	Q3 2022	36
CHARTIST INC /CA/	15	1	0.31%	1.10%	3.27%	Q2 2013	Q3 2023	36
Sigma Planning Corp	35	35	0.06%	0.11%	0.24%	Q1 2015	Q3 2023	36
TCI Wealth Advisors, Inc.	28	8	0.00%	0.05%	0.16%	Q1 2014	Q1 2023	36
SEI INVESTMENTS CO	36	36	0.00%	0.07%	0.15%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.29%	0.42%	0.56%	Q4 2014	Q3 2023	36
FRANKLIN RESOURCES INC	36	36	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.03%	0.08%	0.18%	Q4 2014	Q3 2023	36
INVESTMENT PARTNERS, LTD.	36	36	0.65%	1.21%	1.69%	Q4 2014	Q3 2023	36
Dakota Wealth Management	36	36	0.07%	1.34%	3.21%	Q4 2014	Q3 2023	36
Meristem Family Wealth, LLC	36	36	0.18%	0.78%	1.83%	Q2 2013	Q1 2022	36
PINNACLE FINANCIAL PARTNERS INC	16	1	0.00%	0.03%	0.13%	Q2 2013	Q3 2023	35
CLEAR INVESTMENT RESEARCH, LLC	35	35	0.35%	1.30%	3.02%	Q1 2015	Q3 2023	35
Raymond James Financial Services Advisors, Inc.	34	1	0.05%	0.16%	0.39%	Q2 2013	Q3 2023	35
THRIVENT FINANCIAL FOR LUTHERANS	21	14	0.00%	0.07%	0.29%	Q3 2014	Q3 2023	35
VOYA INVESTMENT MANAGEMENT LLC	35	35	0.00%	0.06%	0.13%	Q2 2013	Q4 2021	35
Cordasco Financial Network	35	35	0.01%	0.03%	0.07%	Q4 2013	Q2 2022	35
Advisory Services Network, LLC	27	8	0.01%	0.02%	0.04%	Q4 2014	Q3 2023	35
PARAMETRIC PORTFOLIO ASSOCIATES LLC	30	5	0.00%	0.01%	0.11%	Q2 2013	Q1 2022	35
REILLY FINANCIAL ADVISORS, LLC	35	35	1.24%	2.01%	2.85%	Q2 2013	Q4 2021	35
Evanson Asset Management, LLC	34	34	0.07%	0.10%	0.16%	Q4 2013	Q1 2022	34
CREDIT SUISSE AG/	17	1	0.00%	0.01%	0.05%	Q1 2013	Q3 2022	34
BALASA DINVERNO & FOLTZ LLC	32	2	0.02%	0.29%	0.88%	Q1 2014	Q3 2022	34
CENTRAL TRUST Co	34	34	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.36%	1.10%	3.19%	Q2 2015	Q3 2023	34
ARCADIA INVESTMENT MANAGEMENT CORP/MI	34	34	0.02%	0.20%	0.37%	Q2 2015	Q3 2023	34
DUNCKER STREETT & CO INC	25	9	0.00%	0.03%	0.05%	Q2 2013	Q4 2021	34
Private Ocean, LLC	34	34	0.02%	0.12%	0.21%	Q4 2013	Q1 2022	34
FIRST UNITED BANK & TRUST	27	7	0.10%	0.44%	0.78%	Q2 2013	Q4 2021	34
UBS ASSET MANAGEMENT AMERICAS INC	19	1	0.00%	0.00%	0.01%	Q2 2013	Q2 2023	34
Baird Financial Group, Inc.	34	34	0.03%	0.05%	0.17%	Q2 2015	Q3 2023	34
JMG Financial Group, Ltd.	22	3	0.01%	0.07%	0.18%	Q2 2013	Q3 2023	34
Financial Architects, Inc	30	2	0.03%	0.07%	0.10%	Q2 2013	Q2 2023	34
ALLIANCEBERNSTEIN L.P.	31	1	0.00%	0.03%	0.06%	Q1 2015	Q3 2023	34
PINNACLE ASSOCIATES LTD	28	1	0.00%	0.05%	0.18%	Q4 2013	Q3 2023	34
Palisades Hudson Asset Management, L.P.	33	33	0.26%	0.36%	0.65%	Q3 2015	Q3 2023	33
Ironwood Financial, llc	16	4	0.00%	0.24%	0.96%	Q4 2014	Q3 2023	33
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	33	33	0.00%	0.02%	0.08%	Q3 2015	Q3 2023	33
MML INVESTORS SERVICES, LLC	26	7	0.08%	0.64%	4.41%	Q2 2015	Q3 2023	33
IndexIQ Advisors LLC	33	33	0.01%	1.18%	5.27%	Q1 2014	Q1 2022	33
Homrich & Berg	33	33	0.03%	0.09%	0.26%	Q3 2013	Q3 2021	33
Tower Research Capital LLC (TRC)	7	1	0.00%	0.59%	3.03%	Q2 2013	Q3 2023	33
ASPIRIANT, LLC	22	1	0.02%	0.06%	0.17%	Q2 2013	Q3 2023	33
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	33	33	0.01%	0.13%	0.24%	Q2 2013	Q2 2021	33
Barrett Asset Management, LLC	33	33	0.00%	0.01%	0.02%	Q1 2014	Q1 2022	33
Crestone Asset Management LLC	32	32	2.50%	4.66%	6.32%	Q4 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	0.34%	1.49%	3.58%	Q4 2015	Q3 2023	32
Bishop & Co Investment Management, LLC	32	32	1.36%	3.83%	6.86%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.60%	0.95%	1.19%	Q4 2015	Q3 2023	32
BBVA USA Bancshares, Inc.	32	32	0.83%	1.40%	1.81%	Q2 2013	Q1 2021	32
JFS WEALTH ADVISORS, LLC	32	32	0.03%	0.11%	0.19%	Q4 2015	Q3 2023	32
CWM, LLC	24	8	0.00%	0.03%	0.14%	Q3 2015	Q3 2023	32
SEGALL BRYANT & HAMILL, LLC	16	4	0.01%	0.04%	0.08%	Q3 2013	Q3 2023	32
Bartlett & Co. LLC	16	16	0.00%	0.05%	0.10%	Q4 2015	Q4 2023	32
StrategIQ Financial Group, LLC	32	32	0.22%	0.68%	1.81%	Q4 2015	Q3 2023	32
UMB Bank, n.a.	32	32	0.02%	0.06%	0.08%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.05%	0.13%	0.22%	Q4 2015	Q3 2023	32
Colorado Capital Management, Inc.	32	32	0.20%	0.28%	0.35%	Q4 2015	Q3 2023	32
BESSEMER GROUP INC	17	5	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	32
Gradient Investments LLC	32	32	0.00%	0.67%	2.62%	Q4 2015	Q3 2023	32
Oakworth Capital, Inc.	32	32	0.02%	0.06%	0.12%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
Geneos Wealth Management Inc.	31	31	0.08%	0.12%	0.17%	Q1 2016	Q3 2023	31
Tortoise Investment Management, LLC	31	31	0.00%	0.01%	0.02%	Q1 2016	Q3 2023	31
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	27	4	0.02%	0.04%	0.07%	Q2 2013	Q4 2021	31
Sutton Wealth Advisors Inc.	31	31	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	31
RIVERBRIDGE PARTNERS LLC	29	2	0.00%	0.02%	0.12%	Q3 2015	Q3 2023	31
IFP Advisors, Inc	17	14	0.00%	0.06%	0.20%	Q4 2015	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	0.46%	0.60%	1.06%	Q1 2014	Q3 2023	31
High Falls Advisors, Inc	19	12	0.10%	0.15%	0.24%	Q4 2015	Q3 2023	31
Versant Capital Management, Inc	28	3	0.00%	0.01%	0.02%	Q1 2016	Q4 2023	31
Baker Avenue Asset Management, LP	20	3	0.01%	0.51%	1.66%	Q3 2013	Q3 2023	31
CIBC Private Wealth Group, LLC	28	3	0.01%	0.02%	0.04%	Q1 2014	Q3 2023	31
Asset Dedication, LLC	26	5	0.00%	0.02%	0.18%	Q4 2015	Q3 2023	31
Brinker Capital Investments, LLC	18	1	0.00%	0.18%	0.65%	Q2 2013	Q4 2022	31
St. Louis Trust Co	27	4	0.22%	0.44%	0.69%	Q4 2015	Q3 2023	31
OPTIMUM INVESTMENT ADVISORS	24	7	0.03%	0.05%	0.07%	Q3 2013	Q4 2023	31
North Star Investment Management Corp.	17	14	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	31
Bison Wealth, LLC	31	31	0.08%	0.28%	0.38%	Q4 2014	Q2 2022	31
ROCKY MOUNTAIN ADVISERS, LLC	29	1	0.02%	0.41%	0.73%	Q4 2013	Q3 2023	30
Clearwater Capital Advisors, LLC	30	30	0.03%	0.26%	0.68%	Q2 2016	Q3 2023	30
Bank OZK	24	1	0.07%	0.14%	0.34%	Q2 2014	Q3 2023	30
LifePlan Financial Group, Inc	30	30	1.24%	2.88%	12.73%	Q2 2013	Q3 2020	30
V Wealth Advisors LLC	30	30	0.09%	0.21%	0.38%	Q1 2016	Q2 2023	30
DIXON HUBARD FEINOUR & BROWN INC/VA	21	9	0.06%	0.28%	0.46%	Q3 2013	Q4 2021	30
People's United Financial, Inc.	17	1	0.00%	0.13%	0.62%	Q2 2013	Q1 2022	30
FCG ADVISORS, LLC	30	30	0.08%	0.25%	0.75%	Q2 2013	Q3 2020	30
B. Riley Wealth Advisors, Inc.	25	1	0.00%	0.08%	0.51%	Q2 2014	Q3 2023	30
ETRADE Capital Management LLC	30	30	1.08%	2.43%	3.42%	Q2 2013	Q3 2020	30
First Allied Advisory Services, Inc.	30	30	0.05%	0.11%	0.24%	Q2 2013	Q3 2020	30
EP Wealth Advisors, LLC	28	1	0.03%	0.14%	0.31%	Q2 2016	Q3 2023	29
Transform Wealth, LLC	25	4	0.05%	0.16%	0.30%	Q2 2016	Q3 2023	29
Strategic Wealth Partners Group, LLC	20	9	0.01%	2.28%	4.09%	Q2 2016	Q3 2023	29
Wealthcare Advisory Partners LLC	16	13	0.01%	0.04%	0.10%	Q2 2016	Q3 2023	29
PITTENGER & ANDERSON INC	29	29	0.00%	0.00%	0.01%	Q3 2016	Q3 2023	29
FIRST NATIONAL TRUST CO	20	9	0.02%	0.05%	0.12%	Q2 2015	Q4 2022	29
HOWE & RUSLING INC	26	1	0.00%	0.04%	0.42%	Q2 2013	Q4 2022	29
Intersect Capital LLC	27	2	0.11%	0.34%	0.59%	Q4 2014	Q1 2022	29
Trust Co	29	29	0.00%	0.07%	0.36%	Q3 2016	Q3 2023	29
EXANE DERIVATIVES	19	10	0.00%	0.00%	0.01%	Q1 2015	Q2 2022	29
Mechanics Bank Trust Department	29	29	1.00%	1.33%	1.63%	Q3 2016	Q3 2023	29
Paradigm Financial Advisors, LLC	28	1	0.04%	0.16%	0.36%	Q1 2014	Q4 2021	29
SVA Wealth Management, LLC	29	29	0.08%	0.18%	0.54%	Q4 2013	Q4 2020	29
Perigon Wealth Management, LLC	15	1	0.01%	0.05%	0.10%	Q3 2011	Q3 2023	29
WEALTHCARE CAPITAL MANAGEMENT LLC	28	1	0.01%	0.02%	0.03%	Q2 2013	Q1 2021	29
DEUTSCHE BANK AG\	23	6	0.00%	0.01%	0.03%	Q3 2013	Q3 2023	29
Elgethun Capital Management	28	28	0.16%	0.48%	1.01%	Q4 2016	Q3 2023	28
FIRST MERCANTILE TRUST CO	26	1	0.01%	0.64%	1.19%	Q2 2013	Q1 2021	28
Perkins Coie Trust Co	28	28	0.01%	0.02%	0.02%	Q4 2016	Q3 2023	28
Farmers & Merchants Trust Co of Chambersburg PA	28	28	0.02%	0.05%	0.10%	Q4 2016	Q3 2023	28
Hanson & Doremus Investment Management	28	28	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	28
L & S Advisors Inc	24	4	0.03%	0.20%	0.34%	Q3 2016	Q3 2023	28
Allworth Financial LP	27	1	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.25%	0.63%	0.85%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.25%	0.35%	0.43%	Q2 2013	Q2 2022	28
Brookstone Capital Management	28	28	0.01%	0.15%	0.39%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.15%	0.52%	1.25%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.00%	0.10%	0.45%	Q4 2016	Q3 2023	28
BNP PARIBAS FINANCIAL MARKETS	19	1	0.01%	0.23%	0.98%	Q1 2015	Q3 2023	28
Carroll Financial Associates, Inc.	28	28	0.00%	0.01%	0.02%	Q1 2015	Q4 2021	28
Cornerstone Wealth Management, LLC	14	1	0.03%	0.08%	0.43%	Q1 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.06%	0.08%	0.10%	Q1 2017	Q4 2023	28
CASTLEARK MANAGEMENT LLC	20	1	0.00%	0.01%	0.01%	Q3 2013	Q3 2023	28
3D ASSET MANAGEMENT, INC	27	1	0.06%	0.26%	0.66%	Q2 2013	Q3 2020	28
Phocas Financial Corp.	27	1	0.00%	0.07%	0.15%	Q2 2013	Q3 2023	28
COUNTRY TRUST BANK	24	1	0.00%	0.00%	0.01%	Q2 2015	Q4 2023	28
Kingfisher Capital LLC	28	28	0.23%	1.83%	3.95%	Q2 2013	Q1 2020	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.00%	0.02%	0.05%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.01%	0.04%	0.19%	Q4 2016	Q3 2023	28
JOYN Advisors, Inc.	28	28	2.62%	4.37%	5.46%	Q2 2013	Q1 2020	28
SouthState Corp	13	3	0.00%	0.04%	0.11%	Q2 2013	Q3 2023	28
Linscomb & Williams, Inc.	28	28	0.01%	0.02%	0.03%	Q4 2016	Q3 2023	28
PATHSTONE FAMILY OFFICE, LLC	13	1	0.00%	0.05%	0.63%	Q2 2013	Q3 2023	28
GIRARD PARTNERS LTD.	15	13	0.04%	0.10%	0.29%	Q2 2016	Q3 2023	28
BUCKINGHAM STRATEGIC WEALTH, LLC	26	1	0.02%	0.10%	0.23%	Q4 2014	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.02%	0.11%	0.18%	Q1 2017	Q3 2023	27
CIBC BANK USA	27	27	0.04%	0.10%	0.19%	Q2 2013	Q4 2019	27
Autus Asset Management, LLC	27	27	0.07%	0.14%	0.21%	Q2 2015	Q4 2021	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.05%	0.53%	1.92%	Q2 2013	Q4 2019	27
BROWN BROTHERS HARRIMAN & CO	19	1	0.00%	0.00%	0.00%	Q2 2014	Q3 2023	27
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	27	27	3.29%	5.14%	8.47%	Q2 2013	Q4 2019	27
PRUDENTIAL FINANCIAL INC	21	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	27
SMITH, MOORE & CO.	14	13	0.03%	0.07%	0.17%	Q4 2016	Q3 2023	27
Flaharty Asset Management, LLC	27	27	1.41%	2.61%	3.46%	Q1 2017	Q3 2023	27
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	27	27	0.61%	0.71%	0.81%	Q2 2013	Q4 2019	27
Global Retirement Partners, LLC	20	7	0.02%	0.07%	0.19%	Q4 2016	Q3 2023	27
NEXT Financial Group, Inc	14	6	0.00%	0.04%	0.09%	Q2 2014	Q4 2021	27
SIMON QUICK ADVISORS, LLC	25	2	0.38%	1.65%	6.80%	Q4 2016	Q3 2023	27
OneDigital Investment Advisors LLC	26	26	0.01%	0.02%	0.04%	Q2 2017	Q3 2023	26
Rinet Co LLC	26	26	1.88%	7.12%	14.82%	Q2 2015	Q3 2021	26
Crescent Grove Advisors, LLC	26	26	0.45%	1.22%	2.38%	Q2 2017	Q3 2023	26
AFT, FORSYTH & COMPANY, INC.	24	2	0.71%	0.83%	0.94%	Q2 2013	Q3 2023	26
FIRST NATIONAL BANK SIOUX FALLS	26	26	0.42%	1.75%	2.58%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.10%	0.16%	0.24%	Q2 2013	Q3 2019	26
VAN ECK ASSOCIATES CORP	17	1	0.00%	0.03%	0.21%	Q3 2013	Q4 2021	26
KLINGENSTEIN FIELDS & CO LP	26	26	0.01%	0.01%	0.02%	Q2 2017	Q3 2023	26
Harbour Capital Advisors, LLC	12	1	0.07%	0.09%	0.12%	Q3 2016	Q4 2023	26
Connecticut Wealth Management, LLC	15	1	0.09%	0.18%	0.27%	Q3 2016	Q3 2023	26
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	12	1	0.00%	0.06%	0.16%	Q2 2013	Q3 2023	26
BOSTON ADVISORS LLC	26	26	0.01%	0.03%	0.29%	Q2 2013	Q3 2019	26
SG Americas Securities, LLC	25	1	0.00%	0.20%	0.63%	Q2 2013	Q1 2021	26
BDO Wealth Advisors, LLC	25	25	0.00%	0.00%	0.00%	Q2 2017	Q2 2023	25
Whitnell & Co.	18	7	0.00%	0.05%	0.10%	Q2 2013	Q4 2019	25
Glenview Trust Co	25	25	0.02%	0.03%	0.04%	Q3 2017	Q3 2023	25
SRS Capital Advisors, Inc.	10	7	0.00%	0.97%	5.97%	Q4 2016	Q3 2023	25
BRR OpCo, LLC	25	25	0.03%	0.06%	0.07%	Q3 2016	Q3 2022	25
TIAA, FSB	25	25	0.82%	1.55%	2.00%	Q2 2017	Q2 2023	25
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	2	0.00%	0.02%	0.10%	Q4 2015	Q3 2023	25
MONROE BANK & TRUST/MI	25	25	0.09%	0.14%	0.26%	Q2 2013	Q2 2019	25
Camarda Financial Advisors, LLC	23	1	0.00%	1.08%	6.17%	Q2 2013	Q2 2021	25
BB&T SECURITIES, LLC	25	25	0.01%	0.02%	0.06%	Q3 2013	Q3 2019	25
ESSEX INVESTMENT MANAGEMENT CO LLC	13	1	0.00%	0.06%	0.43%	Q4 2013	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.06%	0.12%	0.21%	Q3 2017	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.11%	0.15%	0.25%	Q4 2015	Q4 2021	25
CAHABA WEALTH MANAGEMENT, INC.	25	25	0.03%	0.09%	0.26%	Q3 2017	Q3 2023	25
HIGHFIELDS CAPITAL MANAGEMENT LP	24	24	0.78%	1.54%	6.92%	Q2 2013	Q1 2019	24
COLONY GROUP LLC	22	2	0.00%	0.04%	0.09%	Q4 2014	Q3 2023	24
Corient Capital Partners, LLC	24	24	0.30%	0.41%	0.56%	Q3 2016	Q2 2022	24
Palisade Asset Management, LLC	24	24	0.05%	0.06%	0.10%	Q4 2017	Q3 2023	24
SIGMA INVESTMENT COUNSELORS INC	14	10	0.02%	0.03%	0.07%	Q3 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.31%	0.41%	0.62%	Q4 2017	Q3 2023	24
WoodTrust Financial Corp	24	24	3.01%	3.84%	5.04%	Q4 2017	Q3 2023	24
Glassman Wealth Services	24	24	0.00%	0.03%	0.06%	Q4 2017	Q3 2023	24
DUBUQUE BANK & TRUST CO	19	5	0.00%	0.04%	0.06%	Q4 2014	Q3 2022	24
Rice Partnership, LLC	24	24	0.04%	1.37%	6.85%	Q4 2017	Q3 2023	24
BADGLEY PHELPS & BELL INC	24	24	0.44%	1.03%	1.93%	Q3 2015	Q2 2021	24
Pegasus Asset Management, Inc.	24	24	0.14%	0.24%	0.38%	Q4 2017	Q3 2023	24
Seelaus Asset Management LLC	24	24	0.20%	0.33%	0.52%	Q4 2017	Q3 2023	24
Atria Investments, Inc	12	1	0.01%	0.05%	0.12%	Q2 2016	Q3 2023	24
BHK Investment Advisors, LLC	24	24	0.12%	0.23%	0.35%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	24
Pinnacle Wealth Planning Services, Inc.	24	24	0.04%	0.17%	0.78%	Q4 2017	Q3 2023	24
Stordahl Capital Management, Inc.	24	24	0.23%	0.40%	0.55%	Q4 2017	Q3 2023	24
Prime Capital Investment Advisors, LLC	24	24	0.01%	0.26%	0.89%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.00%	0.13%	0.42%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.04%	0.11%	0.43%	Q4 2017	Q3 2023	24
BARINGS LLC	24	24	1.23%	6.31%	11.59%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.00%	0.06%	0.11%	Q4 2017	Q3 2023	24
jvl associates llc	24	24	0.78%	1.20%	1.54%	Q4 2017	Q3 2023	24
SYM FINANCIAL Corp	24	24	0.01%	0.02%	0.03%	Q4 2017	Q3 2023	24
MGO ONE SEVEN LLC	21	2	0.05%	0.35%	0.78%	Q4 2017	Q3 2023	23
S&CO INC	23	23	0.02%	0.03%	0.04%	Q1 2018	Q3 2023	23
SONATA CAPITAL GROUP INC	23	23	0.47%	1.03%	1.79%	Q1 2018	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.01%	0.05%	0.12%	Q1 2018	Q3 2023	23
Chicago Capital, LLC	23	23	0.03%	0.05%	0.08%	Q1 2018	Q3 2023	23
CNB Bank	22	1	0.03%	0.10%	0.25%	Q4 2017	Q3 2023	23
Community Bank, N.A.	23	23	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	23
MURPHY CAPITAL MANAGEMENT INC	23	23	0.05%	0.07%	0.14%	Q4 2016	Q2 2022	23
AE Wealth Management LLC	14	2	0.00%	0.03%	0.21%	Q4 2016	Q3 2023	23
Bangor Savings Bank	23	23	0.03%	0.04%	0.05%	Q1 2018	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.01%	0.03%	0.08%	Q2 2013	Q1 2019	23
Krilogy Financial LLC	12	1	0.01%	0.05%	0.10%	Q3 2015	Q1 2023	23
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	23	23	0.05%	0.07%	0.09%	Q2 2013	Q4 2018	23
Anchor Investment Management, LLC	15	8	0.00%	0.00%	0.02%	Q1 2016	Q3 2022	23
Edelman Financial Services, LLC	23	23	0.00%	1.05%	1.27%	Q2 2013	Q4 2018	23
Clark Capital Management Group, Inc.	4	1	0.02%	1.35%	4.83%	Q2 2013	Q3 2023	23
CONFLUENCE INVESTMENT MANAGEMENT LLC	23	23	0.01%	0.14%	0.58%	Q2 2013	Q4 2018	23
Brown Advisory Securities, LLC	21	2	0.04%	0.19%	0.44%	Q1 2015	Q4 2020	23
BOURGEON CAPITAL MANAGEMENT LLC	19	3	0.01%	0.05%	0.15%	Q1 2018	Q3 2023	22
AMI ASSET MANAGEMENT CORP	5	1	0.02%	0.10%	0.29%	Q3 2014	Q3 2023	22
MACQUARIE GROUP LTD	6	1	0.00%	0.00%	0.01%	Q2 2013	Q4 2022	22
Winslow, Evans & Crocker, Inc.	21	1	0.00%	0.01%	0.02%	Q4 2013	Q4 2020	22
WRAPMANAGER INC	17	5	0.06%	0.19%	0.41%	Q4 2015	Q4 2021	22
ATLAS CAPITAL ADVISORS LLC	12	10	0.00%	0.01%	0.03%	Q1 2018	Q3 2023	22
MISSION WEALTH MANAGEMENT, LP	22	22	0.01%	0.03%	0.04%	Q2 2018	Q3 2023	22
RAYMOND JAMES TRUST N.A.	21	1	0.02%	0.07%	0.10%	Q4 2017	Q3 2023	22
Argent Trust Co	22	22	0.01%	0.03%	0.07%	Q2 2018	Q3 2023	22
WealthShield Partners, LLC	12	2	0.00%	0.09%	0.30%	Q4 2017	Q3 2023	22
Bedel Financial Consulting, Inc.	22	22	0.09%	0.14%	0.21%	Q1 2018	Q2 2023	22
FULTON BANK, N.A.	22	22	0.02%	0.03%	0.04%	Q3 2018	Q4 2023	22
Cassaday & Co Inc.	20	1	0.00%	0.28%	0.96%	Q1 2015	Q4 2021	22
LAZARD ASSET MANAGEMENT LLC	22	22	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	22
Cornerstone Management, Inc.	22	22	0.11%	2.14%	3.60%	Q4 2014	Q1 2020	22
Ausdal Financial Partners, Inc.	12	2	0.06%	0.22%	1.14%	Q4 2015	Q3 2023	22
ROPES WEALTH ADVISORS LLC	13	8	0.00%	0.04%	0.09%	Q4 2017	Q1 2023	21
ACG Wealth	11	3	0.04%	0.07%	0.12%	Q4 2013	Q2 2022	21
OLD NATIONAL BANCORP /IN/	19	1	0.01%	0.03%	0.07%	Q2 2014	Q1 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.01%	0.03%	0.06%	Q3 2018	Q3 2023	21
Burt Wealth Advisors	21	21	0.00%	0.01%	0.01%	Q4 2015	Q4 2020	21
Starfire Investment Advisers, Inc.	11	10	0.58%	0.72%	0.90%	Q1 2015	Q2 2020	21
RPg Family Wealth Advisory, LLC	10	1	0.01%	0.95%	1.98%	Q1 2016	Q3 2023	21
MILLENNIUM MANAGEMENT LLC	5	1	0.00%	0.00%	0.02%	Q4 2013	Q2 2023	21
Balentine LLC	13	8	0.00%	0.01%	0.02%	Q2 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.01%	0.02%	0.15%	Q1 2017	Q3 2023	21
Capital Planning Advisors, LLC	21	21	0.17%	0.61%	1.92%	Q4 2014	Q4 2019	21
CAMBRIDGE TRUST CO	8	1	0.01%	0.04%	0.12%	Q3 2015	Q3 2023	21
FULLER & THALER ASSET MANAGEMENT, INC.	21	21	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	21
Fieldpoint Private Securities, LLC	20	1	0.44%	0.67%	1.34%	Q1 2017	Q2 2022	21
Fiera Capital Corp	11	1	0.00%	0.04%	0.16%	Q2 2016	Q3 2023	21
Arcus Capital Partners, LLC	15	1	0.04%	0.42%	1.14%	Q4 2016	Q4 2022	21
SIMPLEX TRADING, LLC	8	1	0.00%	0.01%	0.11%	Q3 2015	Q3 2023	21
B. Riley Wealth Management, Inc.	14	1	0.00%	0.11%	0.30%	Q1 2014	Q2 2022	21
Ledyard National Bank	20	20	0.00%	0.00%	0.01%	Q1 2014	Q4 2018	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.02%	0.08%	0.18%	Q2 2013	Q1 2018	20
Eukles Asset Management	20	20	0.57%	0.79%	0.97%	Q4 2018	Q3 2023	20
Ferris Capital, LLC	20	20	0.08%	2.41%	4.16%	Q2 2017	Q1 2022	20
MARSHALL FINANCIAL GROUP INC /ADV	20	20	0.58%	0.84%	1.23%	Q4 2018	Q3 2023	20
Norway Savings Bank	20	20	0.01%	0.02%	0.02%	Q1 2018	Q4 2022	20
American Portfolios Advisors	20	20	0.01%	0.09%	0.49%	Q4 2017	Q3 2022	20
BREWIN DOLPHIN LTD	20	20	0.00%	0.01%	0.01%	Q3 2017	Q2 2022	20
FinTrust Capital Advisors, LLC	20	20	0.16%	0.43%	0.85%	Q4 2018	Q3 2023	20
THOMPSON DAVIS & CO., INC.	20	20	0.01%	0.05%	0.12%	Q4 2013	Q3 2018	20
Financial Engines Advisors L.L.C.	20	20	0.19%	0.41%	0.83%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.04%	0.12%	0.34%	Q4 2018	Q3 2023	20
GREAT LAKES ADVISORS, LLC	19	1	0.00%	0.01%	0.01%	Q2 2013	Q1 2021	20
Capital Investment Advisory Services, LLC	20	20	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.02%	0.04%	0.08%	Q4 2014	Q3 2019	20
Laurel Wealth Advisors LLC	20	20	0.08%	0.16%	0.29%	Q4 2018	Q3 2023	20
TD ASSET MANAGEMENT INC	20	20	0.00%	0.00%	0.00%	Q1 2015	Q4 2019	20
MANUFACTURERS LIFE INSURANCE COMPANY, THE	10	1	0.00%	0.00%	0.01%	Q4 2013	Q1 2019	20
HM PAYSON & CO	18	2	0.01%	0.02%	0.03%	Q2 2018	Q3 2023	20
Summit Financial, LLC	20	20	0.04%	0.08%	0.16%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.08%	0.14%	0.20%	Q4 2018	Q3 2023	20
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	14	1	0.00%	0.01%	0.03%	Q2 2015	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.01%	0.02%	0.03%	Q4 2018	Q3 2023	20
GARRISON POINT ADVISORS, LLC	20	20	0.42%	0.49%	0.59%	Q4 2018	Q3 2023	20
Hillcrest Wealth Advisors - NY, LLC	20	20	4.91%	5.58%	6.36%	Q4 2018	Q3 2023	20
Aspire Private Capital, LLC	20	20	0.01%	0.02%	0.02%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	0.26%	0.32%	0.41%	Q4 2018	Q3 2023	20
Transamerica Financial Advisors, Inc.	16	4	0.00%	0.16%	0.61%	Q2 2013	Q3 2018	20
VICTORY CAPITAL MANAGEMENT INC	14	1	0.00%	0.01%	0.15%	Q2 2015	Q3 2023	20
Schneider Downs Wealth Management Advisors, LP	20	20	0.09%	0.12%	0.15%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.01%	0.06%	0.11%	Q4 2015	Q3 2020	20
Legacy Bridge, LLC	20	20	0.75%	1.15%	1.77%	Q4 2018	Q3 2023	20
Huntington Steele LLC	20	20	3.90%	4.33%	4.74%	Q2 2013	Q1 2018	20
Annex Advisory Services, LLC	20	20	0.04%	0.17%	0.42%	Q2 2013	Q1 2018	20
Freedom Investment Management, Inc.	20	20	0.03%	0.13%	0.49%	Q1 2013	Q4 2017	20
Prospera Financial Services Inc	12	4	0.03%	0.05%	0.14%	Q1 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.01%	0.04%	0.11%	Q4 2018	Q3 2023	20
Covenant Partners, LLC	20	20	3.90%	4.78%	5.59%	Q4 2018	Q3 2023	20
RHUMBLINE ADVISERS	7	1	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	19
Peachtree Investment Partners, LLC	16	3	0.08%	0.14%	0.25%	Q4 2018	Q3 2023	19
Karp Capital Management Corp	14	2	0.03%	1.99%	2.91%	Q1 2015	Q4 2021	19
FRED ALGER MANAGEMENT, LLC	10	1	0.00%	0.01%	0.07%	Q4 2013	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.02%	0.10%	0.24%	Q1 2019	Q3 2023	19
Sharkey, Howes & Javer	16	1	0.06%	0.08%	0.14%	Q1 2015	Q1 2021	19
Keudell/Morrison Wealth Management	19	19	0.23%	0.43%	0.62%	Q1 2019	Q3 2023	19
WESTFIELD CAPITAL MANAGEMENT CO LP	8	1	0.00%	0.06%	0.18%	Q2 2013	Q4 2022	19
Hirtle Callaghan & Co LLC	8	1	0.02%	0.09%	0.34%	Q3 2013	Q2 2023	19
TIEDEMANN ADVISORS, LLC	19	19	0.01%	0.07%	0.12%	Q4 2017	Q2 2022	19
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	19	19	0.07%	0.53%	1.14%	Q2 2013	Q4 2017	19
Gladstone Institutional Advisory LLC	12	7	0.02%	0.07%	0.24%	Q4 2018	Q3 2023	19
INSPIRION WEALTH ADVISORS, LLC	19	19	0.12%	0.15%	0.17%	Q1 2019	Q3 2023	19
FIFTH THIRD SECURITIES, INC.	9	1	0.21%	0.74%	5.75%	Q1 2016	Q3 2023	19
Rikoon Group, LLC	19	19	0.09%	0.11%	0.20%	Q3 2016	Q1 2021	19
BRINKER CAPITAL INC	19	19	0.02%	0.83%	1.30%	Q4 2015	Q2 2020	19
OXFORD FINANCIAL GROUP, LTD. LLC	19	19	0.03%	0.08%	0.15%	Q1 2019	Q3 2023	19
Bogart Wealth, LLC	11	8	0.00%	0.00%	0.01%	Q3 2017	Q3 2023	19
FARR MILLER & WASHINGTON LLC/DC	19	19	0.04%	0.05%	0.06%	Q1 2017	Q3 2021	19
Zions Bancorporation, N.A.	19	19	0.05%	0.29%	0.88%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.03%	0.04%	0.07%	Q1 2019	Q3 2023	19
Shepherd Financial Partners LLC	12	7	0.06%	2.02%	4.13%	Q2 2018	Q3 2023	19
COBIZ WEALTH, LLC	18	1	0.03%	0.07%	0.08%	Q2 2013	Q2 2019	19
TSFG, LLC	19	19	0.03%	0.06%	0.13%	Q1 2019	Q3 2023	19
Sound Income Strategies, LLC	19	19	0.00%	0.01%	0.02%	Q1 2018	Q3 2022	19
JACOBS LEVY EQUITY MANAGEMENT, INC	14	1	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	19
LEVEL FOUR ADVISORY SERVICES, LLC	13	5	0.01%	0.27%	0.98%	Q4 2016	Q2 2021	18
Fiduciary Trust Co International of Pennsylvania	9	1	0.01%	0.02%	0.03%	Q2 2013	Q1 2020	18
Family Management Corp	18	18	0.02%	0.03%	0.05%	Q2 2019	Q3 2023	18
DRIEHAUS CAPITAL MANAGEMENT LLC	18	18	0.01%	0.08%	0.60%	Q1 2017	Q2 2021	18
Mascoma Wealth Management LLC	11	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	18
WINTRUST INVESTMENTS LLC	10	8	0.04%	0.05%	0.07%	Q2 2018	Q2 2023	18
FULTON BREAKEFIELD BROENNIMAN LLC	17	1	0.08%	0.14%	0.35%	Q4 2018	Q3 2023	18
Institute for Wealth Management, LLC.	14	4	0.04%	0.14%	0.41%	Q1 2019	Q3 2023	18
RELIANCE TRUST CO OF DELAWARE	11	7	0.19%	0.25%	0.32%	Q2 2013	Q1 2019	18
Asset Planning Services, Ltd.	18	18	0.03%	0.05%	0.08%	Q2 2015	Q3 2019	18
Commonwealth Equity Services, Inc	18	18	0.29%	0.43%	0.56%	Q2 2013	Q3 2017	18
Bell Bank	17	1	0.08%	0.13%	0.31%	Q2 2016	Q3 2023	18
Ancora Advisors LLC	16	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	18
Donald L. Hagan, LLC	12	6	0.17%	0.71%	3.08%	Q4 2014	Q2 2019	18
FDx Advisors, Inc.	9	1	0.01%	0.04%	0.29%	Q1 2015	Q3 2023	18
CX Institutional	9	3	0.00%	0.02%	0.10%	Q2 2018	Q3 2023	18
Private Capital Group, LLC	18	18	0.00%	0.02%	0.04%	Q4 2017	Q1 2022	18
Towerpoint Wealth, LLC	18	18	0.11%	0.30%	0.70%	Q4 2017	Q1 2022	18
NATIONAL PLANNING CORP	18	18	0.03%	0.08%	0.19%	Q2 2013	Q3 2017	18
Pier Capital, LLC	14	4	0.23%	0.92%	1.78%	Q3 2013	Q1 2018	18
SUN LIFE FINANCIAL INC	14	4	0.00%	0.02%	0.14%	Q4 2015	Q2 2020	18
FIRST HAWAIIAN BANK	17	1	0.00%	0.11%	0.15%	Q2 2013	Q3 2022	18
TFG Advisers LLC	14	4	0.10%	0.14%	0.16%	Q1 2019	Q3 2023	18
Advisors Preferred, LLC	4	1	0.97%	5.62%	16.95%	Q4 2013	Q3 2022	18
West Branch Capital LLC	10	1	0.03%	0.13%	0.30%	Q2 2018	Q3 2023	18
Royal Fund Management, LLC	14	4	0.07%	0.21%	0.65%	Q4 2016	Q2 2021	18
OAK RIDGE INVESTMENTS LLC	3	1	0.01%	0.15%	0.71%	Q4 2014	Q2 2023	18
Financial Advantage, Inc.	16	1	0.01%	0.06%	0.08%	Q4 2013	Q3 2022	18
TOCQUEVILLE ASSET MANAGEMENT L.P.	14	1	0.00%	0.03%	0.06%	Q1 2015	Q4 2021	18
Kingsview Wealth Management, LLC	9	1	0.03%	0.08%	0.24%	Q3 2018	Q3 2023	18
INGALLS & SNYDER LLC	18	18	0.01%	0.02%	0.05%	Q2 2019	Q3 2023	18
Ellevest, Inc.	18	18	0.00%	0.00%	0.01%	Q4 2018	Q1 2023	18
SVB WEALTH LLC	18	18	0.00%	0.05%	0.08%	Q2 2019	Q3 2023	18
Neuberger Berman Group LLC	14	1	0.00%	0.00%	0.01%	Q2 2015	Q4 2022	17
Western Wealth Management, LLC	11	6	0.02%	0.05%	0.09%	Q4 2018	Q1 2023	17
Baystate Wealth Management LLC	10	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	17
WFG Advisors, LP	17	17	0.04%	0.14%	0.43%	Q2 2013	Q2 2017	17
1832 Asset Management L.P.	17	17	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	17
FIRST MERCHANTS CORP	17	17	0.02%	0.03%	0.04%	Q3 2019	Q3 2023	17
FIRST COMMONWEALTH FINANCIAL CORP /PA/	14	3	0.14%	0.32%	0.56%	Q3 2018	Q3 2023	17
Sunbelt Securities, Inc.	6	1	0.01%	0.07%	0.14%	Q4 2016	Q3 2023	17
GABLES CAPITAL MANAGEMENT INC.	17	17	0.40%	0.47%	0.66%	Q3 2019	Q3 2023	17
Winfield Associates, Inc.	17	17	0.00%	0.01%	0.02%	Q4 2013	Q4 2017	17
WEST PACES ADVISORS INC.	17	17	0.01%	0.04%	0.06%	Q3 2019	Q3 2023	17
Sheaff Brock Investment Advisors, LLC	14	1	0.02%	0.02%	0.03%	Q2 2018	Q3 2023	17
LAKE STREET PRIVATE WEALTH, LLC	13	4	0.05%	0.95%	2.05%	Q1 2019	Q3 2023	17
BKS ADVISORS, LLC	17	17	0.11%	0.16%	0.25%	Q1 2015	Q1 2019	17
Belpointe Asset Management LLC	13	1	0.01%	0.02%	0.06%	Q3 2018	Q2 2023	17
GREENLEAF TRUST	11	1	0.00%	0.01%	0.01%	Q4 2017	Q2 2023	17
Aptus Capital Advisors, LLC	17	17	0.00%	0.00%	0.01%	Q3 2019	Q3 2023	17
Caprock Group, LLC	7	1	0.02%	0.08%	0.27%	Q4 2016	Q4 2022	17
MONECO Advisors, LLC	12	5	0.07%	0.14%	0.26%	Q4 2018	Q3 2023	17
THOROUGHBRED FINANCIAL SERVICES, LLC	13	1	0.05%	0.08%	0.15%	Q1 2019	Q3 2023	17
MCKINLEY CAPITAL MANAGEMENT LLC	12	5	0.00%	0.00%	0.00%	Q3 2014	Q1 2019	17
Alera Investment Advisors, LLC	15	2	0.02%	0.40%	0.73%	Q4 2018	Q3 2023	17
Cerity Partners LLC	17	17	0.01%	0.03%	0.10%	Q3 2019	Q3 2023	17
TOWNSQUARE CAPITAL LLC	14	3	0.01%	0.02%	0.06%	Q2 2019	Q3 2023	17
Total Wealth Planning, LLC	8	4	0.08%	0.17%	0.36%	Q1 2019	Q3 2023	17
Arbor Investment Advisors, LLC	14	1	0.04%	0.06%	0.08%	Q3 2018	Q3 2023	17
Vantage Investment Partners, LLC	17	17	0.38%	0.52%	0.78%	Q4 2017	Q4 2021	17
Investors Research Corp	15	1	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	16
Chevy Chase Trust Holdings, LLC	8	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2021	16
WEDBUSH SECURITIES INC	10	1	0.01%	0.03%	0.08%	Q3 2013	Q2 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	1.41%	2.00%	4.19%	Q4 2019	Q3 2023	16
BerganKDV Wealth Management, LLC	9	7	0.00%	0.00%	0.00%	Q2 2018	Q2 2023	16
Tranquility Partners, LLC	14	2	0.34%	0.42%	0.53%	Q2 2019	Q3 2023	16
Roble, Belko & Company, Inc	16	16	0.01%	0.01%	0.02%	Q1 2019	Q4 2022	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.52%	0.61%	0.72%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.03%	0.07%	0.12%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	0.87%	1.30%	1.52%	Q2 2013	Q1 2017	16
Kovack Advisors, Inc.	7	4	0.03%	0.08%	0.18%	Q4 2015	Q3 2022	16
United Asset Strategies, Inc.	16	16	0.08%	0.12%	0.24%	Q3 2017	Q2 2021	16
Sageworth Trust Co	13	3	0.00%	0.05%	0.10%	Q4 2014	Q4 2021	16
Ellis Investment Partners, LLC	16	16	0.04%	0.08%	0.15%	Q4 2018	Q3 2022	16
Evensky & Katz LLC	13	3	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	16
CHURCHILL MANAGEMENT Corp	9	1	0.05%	0.98%	7.46%	Q2 2013	Q4 2019	16
CCM INVESTMENT ADVISERS LLC	7	4	0.04%	0.04%	0.05%	Q3 2017	Q4 2021	16
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	7	3	0.15%	1.42%	6.12%	Q2 2016	Q3 2021	16
SUMMIT FINANCIAL GROUP, INC.	16	16	0.08%	0.13%	0.16%	Q2 2019	Q1 2023	16
Stonebridge Financial Planning Group, LLC	16	16	0.10%	0.28%	0.49%	Q4 2019	Q3 2023	16
Bridge City Capital, LLC	4	1	0.08%	0.14%	0.18%	Q2 2018	Q2 2023	16
Powell Investment Advisors, LLC	16	16	4.77%	6.56%	8.49%	Q4 2019	Q3 2023	16
TBH Global Asset Management, LLC	16	16	0.06%	0.10%	0.16%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
DT Investment Partners, LLC	16	16	0.21%	0.35%	0.50%	Q4 2019	Q3 2023	16
TRUST DEPARTMENT MB FINANCIAL BANK N A	16	16	0.00%	0.01%	0.02%	Q2 2013	Q1 2017	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.44%	0.64%	0.91%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.02%	0.05%	0.10%	Q4 2019	Q3 2023	16
Gerber Kawasaki Wealth & Investment Management	12	2	0.01%	0.06%	0.11%	Q4 2016	Q3 2023	16
VAUGHAN & Co SECURITIES, INC.	16	16	11.13%	13.80%	18.78%	Q4 2019	Q3 2023	16
Sequoia Financial Advisors, LLC	8	1	0.01%	0.02%	0.04%	Q2 2019	Q3 2023	16
True North Advisors, LLC	16	16	0.12%	0.20%	0.30%	Q4 2019	Q3 2023	16
EAGLE ASSET MANAGEMENT INC	4	1	0.00%	0.02%	0.12%	Q4 2014	Q3 2023	16
Diversified Portfolios, Inc.	7	1	0.05%	0.13%	0.22%	Q4 2014	Q3 2023	16
Oldfather Financial Services, LLC	16	16	2.26%	2.67%	3.24%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	0.35%	0.70%	1.20%	Q4 2019	Q3 2023	16
Provident Wealth Management, LLC	16	16	0.04%	2.00%	3.23%	Q4 2019	Q3 2023	16
Waverly Advisors, LLC	9	1	0.03%	0.05%	0.08%	Q3 2013	Q3 2023	16
CITIZENS FINANCIAL GROUP INC/RI	9	1	0.00%	0.02%	0.06%	Q4 2015	Q3 2023	16
XML Financial, LLC	16	16	0.43%	0.58%	0.76%	Q4 2019	Q3 2023	16
Relyea Zuckerberg Hanson LLC	16	16	0.54%	1.01%	1.43%	Q4 2019	Q3 2023	16
MADISON INVESTMENT HOLDINGS INC	16	16	0.01%	0.01%	0.01%	Q4 2015	Q3 2019	16
Affinity Capital Advisors, LLC	16	16	0.33%	0.80%	1.90%	Q4 2019	Q3 2023	16
FSA Wealth Management LLC	16	16	0.96%	3.70%	4.39%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
D.B. Root & Company, LLC	16	16	0.15%	0.22%	0.38%	Q4 2017	Q3 2021	16
Carmichael Hill & Associates, Inc.	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
SHINE INVESTMENT ADVISORY SERVICES INC	15	1	0.11%	0.65%	3.41%	Q4 2015	Q3 2020	16
Summit Trail Advisors, LLC	15	1	0.01%	0.07%	0.19%	Q4 2017	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.01%	0.08%	0.14%	Q4 2019	Q3 2023	16
THOMPSON SIEGEL & WALMSLEY LLC	15	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	16
Squarepoint Ops LLC	3	1	0.00%	0.04%	0.23%	Q1 2016	Q3 2023	16
DAVIDSON TRUST CO	16	16	0.53%	0.59%	0.69%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	14	1	0.08%	0.11%	0.14%	Q4 2019	Q3 2023	15
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	14	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	15
CANANDAIGUA NATIONAL BANK & TRUST CO	11	4	0.08%	0.13%	0.16%	Q1 2014	Q1 2018	15
Vantage Investment Advisors, LLC	15	15	0.04%	0.15%	0.31%	Q4 2013	Q2 2017	15
CERTUITY, LLC	14	1	0.03%	0.10%	0.17%	Q4 2019	Q3 2023	15
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	11	4	0.04%	0.10%	0.20%	Q2 2017	Q2 2023	15
360 Financial, Inc.	15	15	1.43%	2.51%	3.16%	Q4 2019	Q2 2023	15
Regal Investment Advisors LLC	8	1	0.02%	0.09%	0.57%	Q4 2013	Q3 2018	15
Aprio Wealth Management, LLC	10	5	0.07%	0.25%	1.67%	Q4 2019	Q3 2023	15
STEPHENS GROUP ASSET MANAGEMENT, LLC	11	4	0.00%	0.08%	0.32%	Q4 2017	Q3 2023	15
Archer Investment Corp	9	6	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	15
ARTHUR M. COHEN & ASSOCIATES, LLC	10	1	0.06%	0.12%	0.29%	Q3 2014	Q3 2020	15
HERON FINANCIAL GROUP, LLC	15	15	2.87%	3.49%	3.86%	Q4 2019	Q2 2023	15
Mutual Advisors, LLC	13	1	0.01%	0.02%	0.11%	Q3 2018	Q3 2023	15
RK Capital	11	4	0.01%	1.11%	2.20%	Q3 2019	Q2 2023	15
Clearstead Advisors, LLC	15	15	0.02%	0.03%	0.07%	Q1 2020	Q3 2023	15
Mengis Capital Management, Inc.	9	1	0.04%	0.14%	0.22%	Q4 2014	Q4 2021	15
CHEMICAL BANK	15	15	0.05%	0.06%	0.08%	Q4 2015	Q2 2019	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	1.22%	1.69%	2.26%	Q4 2019	Q3 2023	15
CreativeOne Wealth, LLC	14	1	0.02%	0.05%	0.06%	Q4 2019	Q3 2023	15
BlackRock Investment Management, LLC	15	15	0.00%	0.01%	0.02%	Q2 2013	Q4 2016	15
GENEVA CAPITAL MANAGEMENT LLC	15	15	0.04%	0.13%	0.25%	Q1 2020	Q3 2023	15
Good Life Advisors, LLC	10	5	0.03%	0.08%	0.17%	Q4 2016	Q4 2021	15
Betterment LLC	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.03%	0.17%	0.35%	Q2 2013	Q4 2016	15
AdvicePeriod, LLC	15	15	0.09%	0.19%	0.40%	Q4 2017	Q2 2021	15
Advisor Group, Inc.	15	15	0.07%	0.22%	0.88%	Q2 2016	Q4 2019	15
OSAIC HOLDINGS, INC.	15	15	0.06%	0.07%	0.08%	Q1 2020	Q3 2023	15
Retirement Group, LLC	14	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	15
Austin Private Wealth, LLC	14	1	0.03%	0.06%	0.14%	Q4 2019	Q3 2023	15
IHT Wealth Management, LLC	10	2	0.02%	0.04%	0.09%	Q4 2017	Q3 2023	15
SUNFLOWER BANK, NA WEALTH MANAGEMENT	13	2	0.07%	0.11%	0.13%	Q1 2015	Q2 2020	15
WILLIAM HARRIS INVESTORS INC	15	15	0.09%	0.11%	0.12%	Q2 2013	Q4 2016	15
ROFFMAN MILLER ASSOCIATES INC /PA/	9	1	0.02%	0.04%	0.05%	Q3 2018	Q3 2023	15
Platte River Wealth Advisors, LLC	14	1	0.13%	0.25%	1.10%	Q4 2019	Q3 2023	15
SHAKER INVESTMENTS LLC/OH	7	1	0.09%	0.38%	0.97%	Q4 2013	Q4 2021	15
Murphy, Middleton, Hinkle & Parker, Inc.	14	1	0.15%	0.18%	0.22%	Q4 2019	Q3 2023	15
Clarkston Capital Partners, LLC	14	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	15
Carlton Hofferkamp & Jenks Wealth Management, LLC	15	15	0.10%	0.14%	0.20%	Q4 2019	Q2 2023	15
GREAT VALLEY ADVISOR GROUP, INC.	14	1	0.05%	0.15%	0.22%	Q4 2019	Q3 2023	15
MARSHALL WACE, LLP	4	4	0.00%	0.03%	0.15%	Q1 2019	Q3 2021	15
Faithward Advisors, LLC	9	5	0.01%	0.05%	0.10%	Q3 2019	Q1 2023	14
Gilbert & Cook, Inc.	14	14	0.10%	0.13%	0.17%	Q4 2016	Q1 2020	14
EATON VANCE MANAGEMENT	14	14	0.00%	0.01%	0.01%	Q2 2019	Q3 2022	14
BlackRock Institutional Trust Company, N.A.	14	14	0.00%	0.00%	0.01%	Q3 2013	Q4 2016	14
BRAVE ASSET MANAGEMENT INC	12	1	0.00%	0.01%	0.01%	Q4 2013	Q4 2017	14
FIRST CITIZENS BANK & TRUST CO	7	1	0.01%	0.02%	0.03%	Q4 2013	Q3 2022	14
Nationwide Fund Advisors	6	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2017	14
ASSET MANAGEMENT CORP /IL/ /ADV	14	14	0.17%	0.24%	0.31%	Q4 2019	Q1 2023	14
FIRST MIDWEST BANK TRUST DIVISION	7	2	0.03%	0.20%	0.46%	Q1 2016	Q1 2021	14
PRINCIPAL FINANCIAL GROUP INC	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
ROWLAND CARMICHAEL ADVISORS INC /ADV	11	3	0.00%	0.00%	0.04%	Q1 2016	Q4 2020	14
VALLEY NATIONAL ADVISERS INC	14	14	0.00%	0.00%	0.00%	Q2 2016	Q3 2019	14
Madison Asset Management, LLC	12	2	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	14
Legal & General Group Plc	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
Maryland Capital Management	8	6	0.02%	0.05%	0.12%	Q2 2013	Q2 2022	14
FLOW TRADERS U.S. LLC	3	1	0.00%	0.35%	2.73%	Q4 2013	Q3 2023	14
McKinley Carter Wealth Services, Inc.	12	1	0.01%	0.20%	0.54%	Q1 2018	Q3 2023	14
Simplicity Solutions, LLC	6	1	0.01%	0.09%	0.42%	Q4 2016	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.12%	0.31%	0.55%	Q4 2019	Q1 2023	14
EVOKE WEALTH, LLC	11	1	0.01%	0.03%	0.22%	Q3 2019	Q3 2023	14
Sound View Wealth Advisors Group, LLC	8	3	0.05%	0.07%	0.08%	Q2 2019	Q3 2023	14
IEQ CAPITAL, LLC	11	1	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	14
Prestige Wealth Management Group LLC	9	5	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	14
Lehman & Derafelo Financial Resources LLC	12	2	0.02%	0.03%	0.04%	Q4 2018	Q3 2022	14
Lindbrook Capital, LLC	8	6	0.00%	0.12%	0.35%	Q4 2018	Q3 2023	14
MBM Wealth Consultants, LLC	14	14	0.01%	0.01%	0.01%	Q4 2018	Q1 2022	14
ACIMA PRIVATE WEALTH, LLC	14	14	0.38%	0.45%	0.53%	Q4 2018	Q1 2022	14
LBA Wealth Management, LLC	14	14	0.00%	0.00%	0.01%	Q4 2013	Q1 2017	14
Wealth Architects, LLC	7	1	0.04%	0.06%	0.09%	Q4 2017	Q4 2021	14
Sargent Bickham Lagudis LLC	7	1	0.00%	0.00%	0.01%	Q1 2016	Q4 2022	14
MITCHELL MCLEOD PUGH & WILLIAMS INC	14	14	0.07%	0.10%	0.14%	Q2 2020	Q3 2023	14
First Personal Financial Services	9	5	0.01%	0.10%	0.21%	Q1 2015	Q2 2019	14
Cypress Wealth Services, LLC	14	14	0.11%	0.17%	0.25%	Q4 2017	Q1 2021	14
Icon Wealth Partners, LLC	6	2	0.01%	0.08%	0.33%	Q4 2017	Q3 2023	14
Cordatus Wealth Management LLC	5	1	0.09%	0.13%	0.24%	Q4 2018	Q2 2023	14
Capital Bank & Trust Co	14	14	0.00%	0.01%	0.01%	Q4 2017	Q1 2021	14
Wealthspire Advisors, LLC	12	1	0.00%	0.02%	0.12%	Q4 2018	Q3 2023	14
Ken Stern & Associates, Inc.	14	14	4.80%	5.58%	6.73%	Q2 2015	Q3 2018	14
SHAKESPEARE WEALTH MANAGEMENT, INC.	14	14	0.48%	0.68%	0.88%	Q2 2020	Q3 2023	14
Meridian Wealth Management, LLC	13	1	0.03%	0.33%	0.55%	Q2 2019	Q3 2023	14
Alberta Investment Management Corp	7	6	0.01%	0.09%	0.29%	Q3 2013	Q4 2016	13
TORONTO DOMINION BANK	7	1	0.00%	0.20%	0.75%	Q4 2019	Q2 2023	13
Robertson Stephens Wealth Management, LLC	13	13	0.04%	0.19%	0.43%	Q4 2018	Q4 2021	13
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	10	1	0.02%	0.07%	0.15%	Q1 2020	Q3 2023	13
Avion Wealth	13	13	0.00%	0.00%	0.00%	Q1 2020	Q1 2023	13
Cresset Asset Management, LLC	8	2	0.00%	0.12%	0.57%	Q4 2018	Q3 2023	13
Graypoint LLC	13	13	0.08%	0.12%	0.18%	Q3 2020	Q3 2023	13
NewEdge Advisors, LLC	6	1	0.00%	0.04%	0.08%	Q2 2017	Q3 2023	13
Key FInancial Inc	12	1	0.08%	0.12%	0.18%	Q1 2020	Q3 2023	13
IBERIABANK CORP	12	1	0.09%	0.70%	0.98%	Q4 2015	Q2 2020	13
Stegner Investment Associates Inc.	13	13	0.33%	0.61%	1.32%	Q3 2020	Q3 2023	13
Polaris Wealth Advisory Group, LLC	11	2	0.00%	2.62%	5.55%	Q2 2013	Q2 2018	13
Verition Fund Management LLC	3	1	0.00%	0.05%	0.14%	Q4 2013	Q1 2022	13
Hexagon Capital Partners LLC	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	12	1	0.07%	0.58%	1.15%	Q4 2019	Q3 2023	13
PrairieView Partners, LLC	10	3	0.00%	0.00%	0.00%	Q1 2020	Q2 2023	13
BARING ASSET MANAGEMENT Ltd	13	13	1.00%	3.80%	5.80%	Q3 2014	Q3 2017	13
WELCH CAPITAL PARTNERS LLC/NY	13	13	0.59%	1.48%	2.58%	Q4 2018	Q4 2021	13
PEAPACK GLADSTONE FINANCIAL CORP	12	1	0.00%	0.04%	0.11%	Q2 2017	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.00%	0.00%	0.02%	Q3 2020	Q3 2023	13
Zions Bancorporation	13	13	0.95%	1.41%	1.94%	Q1 2015	Q1 2018	13
KANALY TRUST CO	13	13	0.00%	0.00%	0.00%	Q4 2013	Q4 2016	13
Kestra Advisory Services, LLC	13	13	0.13%	0.18%	0.28%	Q3 2020	Q3 2023	13
Concert Wealth Management Inc.	8	5	0.03%	0.04%	0.08%	Q2 2013	Q3 2016	13
QCI ASSET MANAGEMENT INC/NY	9	1	0.00%	0.01%	0.01%	Q2 2013	Q1 2020	13
FIRST FOUNDATION ADVISORS	5	1	0.01%	0.02%	0.07%	Q2 2017	Q3 2023	13
Ayalon Insurance Comp Ltd.	11	2	0.01%	0.69%	3.30%	Q1 2015	Q3 2020	13
CI INVESTMENTS INC.	13	13	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	13
Visionary Wealth Advisors	13	13	0.10%	0.13%	0.17%	Q3 2020	Q3 2023	13
FIRSTMERIT BANK N A TRUSTEE	13	13	0.04%	0.05%	0.08%	Q2 2013	Q2 2016	13
PARK AVENUE SECURITIES LLC	11	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	13
Segment Wealth Management, LLC	13	13	0.41%	0.45%	0.49%	Q1 2017	Q1 2020	13
Global Trust Asset Management, LLC	13	13	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	13
J.W. COLE ADVISORS, INC.	8	1	0.06%	0.13%	0.42%	Q4 2019	Q3 2023	13
Integrated Wealth Concepts LLC	13	13	0.01%	0.06%	0.12%	Q3 2020	Q3 2023	13
Sowell Financial Services LLC	7	1	0.00%	0.09%	0.34%	Q4 2016	Q3 2023	13
PRIVATE TRUST CO NA	7	6	0.01%	0.03%	0.05%	Q1 2013	Q3 2023	13
Moors & Cabot, Inc.	13	13	0.02%	0.02%	0.03%	Q3 2020	Q3 2023	13
PRICE T ROWE ASSOCIATES INC /MD/	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
Annapolis Financial Services, LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.32%	0.44%	0.65%	Q4 2020	Q3 2023	12
Timber Hill LLC	5	1	0.02%	0.10%	0.56%	Q3 2013	Q3 2017	12
DB Wealth Management Group, LLC	12	12	0.07%	0.15%	0.30%	Q4 2020	Q3 2023	12
Jacobi Capital Management LLC	6	6	0.00%	0.01%	0.06%	Q3 2017	Q3 2021	12
9258 Wealth Management, LLC	12	12	0.06%	0.08%	0.13%	Q4 2020	Q3 2023	12
Veery Capital, LLC	12	12	0.32%	0.44%	0.58%	Q4 2020	Q3 2023	12
DHJJ Financial Advisors, Ltd.	12	12	1.08%	1.48%	2.30%	Q4 2020	Q3 2023	12
Savant Capital, LLC	12	12	0.01%	0.04%	0.12%	Q4 2020	Q3 2023	12
KANAWHA CAPITAL MANAGEMENT LLC	8	4	0.02%	0.02%	0.03%	Q2 2020	Q3 2023	12
Citizens National Bank Trust Department	12	12	0.08%	0.10%	0.15%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.62%	0.73%	0.87%	Q4 2020	Q3 2023	12
Litman Gregory Wealth Management LLC	12	12	0.00%	0.01%	0.03%	Q2 2018	Q1 2021	12
Navis Wealth Advisors, LLC	12	12	0.52%	0.65%	0.82%	Q4 2020	Q3 2023	12
Sage Advisory Services, Ltd.Co.	12	12	0.31%	0.48%	0.69%	Q2 2019	Q1 2022	12
Country Club Trust Company, n.a.	6	6	0.07%	0.21%	0.42%	Q4 2018	Q4 2021	12
SOA Wealth Advisors, LLC.	12	12	0.10%	0.19%	0.28%	Q4 2020	Q3 2023	12
TOTH FINANCIAL ADVISORY CORP	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
YorkBridge Wealth Partners, LLC	11	1	0.04%	0.05%	0.07%	Q4 2016	Q4 2021	12
TELEMUS CAPITAL, LLC	6	2	0.02%	0.02%	0.03%	Q2 2016	Q4 2019	12
Carnick & Kubik, LLC	12	12	0.40%	2.25%	5.55%	Q2 2013	Q1 2016	12
Qube Research & Technologies Ltd	12	12	0.00%	0.07%	0.45%	Q4 2020	Q3 2023	12
Integrated Advisors Network LLC	12	12	0.02%	0.04%	0.06%	Q4 2020	Q3 2023	12
Harel Insurance Investments & Financial Services Ltd.	9	1	0.01%	0.02%	0.04%	Q2 2018	Q2 2022	12
LMCG INVESTMENTS, LLC	10	1	0.01%	0.05%	0.31%	Q2 2013	Q2 2023	12
Virtu Financial LLC	4	1	0.01%	0.67%	2.22%	Q3 2013	Q3 2018	12
Psagot Value Holdings Ltd.	12	12	0.00%	0.00%	0.00%	Q2 2013	Q1 2016	12
Virtu KCG Holdings LLC	4	1	0.00%	0.04%	0.08%	Q3 2013	Q2 2017	12
PALISADE CAPITAL MANAGEMENT, LP	8	2	0.01%	0.57%	3.38%	Q3 2013	Q1 2017	12
Canton Hathaway, LLC	12	12	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	12
BRIDGES INVESTMENT MANAGEMENT INC	11	1	0.04%	0.04%	0.05%	Q3 2013	Q3 2016	12
Renasant Bank	12	12	0.26%	0.55%	0.83%	Q4 2020	Q3 2023	12
MACROVIEW INVESTMENT MANAGEMENT LLC	11	1	0.00%	0.08%	0.15%	Q1 2017	Q2 2020	12
COLDSTREAM CAPITAL MANAGEMENT INC	4	1	0.01%	0.07%	0.17%	Q4 2017	Q3 2023	12
Franklin, Parlapiano, Turner & Welch, LLC	7	1	0.02%	0.11%	0.29%	Q4 2012	Q1 2017	12
Modera Wealth Management, LLC	12	12	0.02%	0.14%	0.27%	Q4 2020	Q3 2023	12
Newbridge Financial Services Group, Inc.	12	12	0.00%	0.01%	0.02%	Q3 2020	Q2 2023	12
CAPITAL FUND MANAGEMENT S.A.	5	3	0.00%	0.02%	0.06%	Q4 2016	Q4 2018	12
Sullivan, Bruyette, Speros & Blaney, LLC	8	4	0.02%	0.02%	0.03%	Q4 2017	Q1 2021	12
CENTAURUS FINANCIAL, INC.	6	1	0.01%	0.01%	0.04%	Q2 2018	Q3 2023	12
VSR Financial Services, Inc.	12	12	0.04%	0.08%	0.14%	Q2 2013	Q1 2016	12
KESTRA PRIVATE WEALTH SERVICES, LLC	12	12	0.02%	0.07%	0.10%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.06%	0.08%	0.10%	Q4 2018	Q3 2021	12
Nicholas Investment Partners, LP	3	1	0.03%	0.25%	0.79%	Q4 2013	Q3 2023	12
Granite Investment Partners, LLC	9	1	0.00%	0.01%	0.06%	Q4 2018	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Nelson Capital Management, LLC	12	12	0.06%	0.07%	0.08%	Q4 2020	Q3 2023	12
Personal Capital Advisors Corp	7	1	0.00%	0.00%	0.00%	Q1 2019	Q4 2022	12
ANDERSON HOAGLAND & CO	12	12	0.05%	0.06%	0.07%	Q4 2020	Q3 2023	12
PBMares Wealth Management LLC	12	12	0.11%	0.30%	0.82%	Q4 2020	Q3 2023	12
Private Vista, LLC	10	2	0.20%	0.28%	0.52%	Q2 2017	Q2 2020	12
Capital Asset Advisory Services LLC	12	12	0.00%	0.00%	0.01%	Q4 2019	Q3 2022	12
Windward Private Wealth Management Inc.	12	12	0.08%	0.11%	0.15%	Q4 2020	Q3 2023	12
Certified Advisory Corp	11	1	0.00%	0.01%	0.02%	Q4 2017	Q1 2021	12
Weiss Asset Management LP	7	3	0.01%	0.40%	1.26%	Q4 2020	Q2 2023	12
MATHER GROUP, LLC.	12	12	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	2.66%	4.47%	5.97%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.03%	0.24%	Q2 2013	Q1 2016	12
Semmax Financial Advisors Inc.	11	1	0.02%	0.02%	0.02%	Q2 2020	Q3 2023	12
INVESTMENT CENTERS OF AMERICA INC	7	1	0.02%	0.04%	0.08%	Q2 2014	Q3 2017	12
Newton One Investments LLC	12	12	0.30%	0.44%	0.71%	Q4 2020	Q3 2023	12
Concord Wealth Partners	7	4	0.00%	0.01%	0.03%	Q4 2020	Q3 2023	11
Ratio Wealth Group	9	2	0.25%	0.43%	0.79%	Q4 2020	Q3 2023	11
CURIAN CAPITAL LLC	11	11	0.70%	1.41%	2.68%	Q2 2013	Q4 2015	11
Berman Capital Advisors, LLC	10	1	0.05%	0.07%	0.09%	Q4 2017	Q3 2021	11
BERKSHIRE ASSET MANAGEMENT LLC/PA	4	1	0.01%	0.02%	0.05%	Q3 2013	Q3 2023	11
IFG Advisory, LLC	10	1	0.02%	0.04%	0.05%	Q3 2019	Q4 2022	11
SCOTIA CAPITAL INC.	6	2	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	11
Opus Capital Group, LLC	11	11	0.03%	0.24%	0.41%	Q4 2013	Q2 2016	11
FIRST MANHATTAN CO. LLC.	8	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2023	11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	11	11	0.00%	0.31%	0.49%	Q1 2021	Q3 2023	11
Stadion Money Management, LLC	4	3	0.07%	1.02%	2.61%	Q2 2013	Q1 2021	11
Ranger Investment Management	11	11	0.08%	0.24%	0.37%	Q2 2017	Q4 2019	11
BAILARD, INC.	8	3	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	11
TimesSquare Capital Management, LLC	3	1	0.01%	0.13%	0.31%	Q4 2013	Q3 2023	11
Alexandria Capital, LLC	6	5	0.00%	0.01%	0.03%	Q2 2013	Q1 2016	11
Drexel Morgan & Co.	10	1	0.13%	0.27%	0.38%	Q1 2015	Q1 2021	11
Portland Global Advisors LLC	5	2	0.04%	0.06%	0.08%	Q4 2017	Q4 2021	11
BALLAST ADVISORS LLC	11	11	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	11
Cedar Brook Financial Partners, LLC	6	5	0.06%	0.11%	0.15%	Q4 2018	Q3 2021	11
Twin Tree Management, LP	5	1	0.00%	0.07%	0.52%	Q3 2017	Q1 2022	11
Addison Advisors LLC	10	1	0.08%	0.13%	0.22%	Q4 2020	Q3 2023	11
TCTC Holdings, LLC	10	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	11
Darwin Wealth Management, LLC	11	11	0.10%	0.35%	1.20%	Q3 2020	Q1 2023	11
Renaissance Technologies	2	1	0.00%	0.00%	0.01%	Q2 2018	Q2 2023	11
HRT FINANCIAL LP	4	1	0.00%	0.07%	0.31%	Q1 2019	Q1 2023	11
Spire Wealth Management	11	11	0.01%	0.04%	0.07%	Q1 2021	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.06%	0.22%	0.40%	Q1 2019	Q3 2021	11
Cornerstone Wealth Advisors, Inc.	11	11	0.60%	0.82%	1.23%	Q1 2021	Q3 2023	11
WestHill Financial Advisors, Inc.	9	2	0.02%	0.02%	0.04%	Q4 2020	Q3 2023	11
KENNICOTT CAPITAL MANAGEMENT LLC	11	11	0.56%	0.84%	1.24%	Q1 2021	Q3 2023	11
Partnervest Advisory Services LLC	6	5	0.01%	0.11%	0.24%	Q2 2013	Q4 2016	11
Nachman Norwood & Parrott, Inc	11	11	0.07%	0.07%	0.08%	Q4 2018	Q2 2021	11
HARVEST GROUP WEALTH MANAGEMENT, LLC	7	4	0.00%	0.08%	0.21%	Q2 2019	Q1 2023	11
Financial Management Professionals, Inc.	11	11	0.01%	2.91%	28.64%	Q4 2013	Q2 2016	11
Northeast Financial Consultants Inc	11	11	0.02%	0.02%	0.03%	Q3 2020	Q1 2023	11
BRIDGEWAY CAPITAL MANAGEMENT, LLC	4	1	0.00%	0.01%	0.01%	Q2 2014	Q3 2018	11
Altavista Wealth Management, Inc.	7	4	0.07%	0.08%	0.08%	Q1 2019	Q4 2021	11
Clearstead Trust, LLC	6	5	0.01%	0.06%	0.11%	Q4 2018	Q3 2023	11
Golden State Wealth Management, LLC	7	1	1.08%	1.51%	2.01%	Q1 2019	Q1 2022	11
Cornell Pochily Investment Advisors, Inc.	11	11	0.10%	0.12%	0.16%	Q4 2020	Q2 2023	11
Elmwood Wealth Management, Inc.	6	1	0.00%	0.01%	0.01%	Q2 2018	Q4 2021	11
Intrua Financial, LLC	11	11	0.06%	0.15%	0.35%	Q3 2020	Q1 2023	11
TWO SIGMA INVESTMENTS, LP	7	1	0.00%	0.00%	0.01%	Q1 2016	Q4 2019	11
Vigilant Capital Management, LLC	11	11	0.00%	0.00%	0.01%	Q4 2020	Q2 2023	11
Larson Financial Group LLC	4	1	0.00%	0.16%	0.49%	Q4 2018	Q3 2023	11
ROTHSCHILD INVESTMENT LLC /IL	6	1	0.02%	0.13%	0.29%	Q1 2015	Q1 2022	11
CT Financial Advisors LLC	10	1	0.07%	0.20%	0.34%	Q1 2014	Q1 2017	11
WealthPLAN Partners, LLC	6	5	0.02%	0.03%	0.07%	Q3 2020	Q4 2023	11
Choate Investment Advisors	11	11	0.00%	0.00%	0.01%	Q3 2020	Q1 2023	11
OPPENHEIMER ASSET MANAGEMENT INC.	7	1	0.00%	0.09%	0.15%	Q4 2018	Q1 2023	11
Lucia Wealth Services, LLC	11	11	0.01%	0.02%	0.08%	Q1 2018	Q3 2020	11
Wealthstreet Investment Advisors, LLC	4	3	0.02%	0.03%	0.05%	Q1 2018	Q1 2021	11
FLAGSHIP HARBOR ADVISORS, LLC	10	1	0.01%	0.03%	0.04%	Q2 2018	Q3 2023	11
Lee Financial Co	6	5	0.00%	0.01%	0.01%	Q2 2019	Q3 2023	11
Family Firm, Inc.	10	10	0.09%	0.10%	0.13%	Q2 2021	Q3 2023	10
FundX Investment Group, LLC	4	1	0.09%	1.46%	5.36%	Q2 2013	Q1 2021	10
New England Private Wealth Advisors LLC	4	1	0.04%	0.06%	0.09%	Q1 2014	Q2 2021	10
Triumph Capital Management	10	10	0.11%	0.30%	0.71%	Q2 2021	Q3 2023	10
Highland Private Wealth Management	7	3	0.06%	0.09%	0.13%	Q2 2017	Q4 2019	10
Accel Wealth Management	10	10	0.02%	0.02%	0.03%	Q4 2020	Q1 2023	10
Hanlon Investment Management, Inc.	5	1	0.00%	0.60%	1.62%	Q3 2014	Q2 2019	10
Risk Paradigm Group, LLC	10	10	0.14%	3.25%	6.84%	Q3 2016	Q4 2018	10
CCG WEALTH MANAGEMENT, LLC	4	3	0.16%	0.19%	0.23%	Q2 2019	Q4 2022	10
ARROW FINANCIAL CORP	10	10	0.03%	0.04%	0.04%	Q1 2018	Q2 2020	10
Hefty Wealth Partners	10	10	0.13%	0.14%	0.18%	Q4 2015	Q1 2018	10
AMERICAN NATIONAL BANK	10	10	0.00%	0.01%	0.01%	Q1 2018	Q2 2020	10
Southeast Asset Advisors Inc.	10	10	0.08%	0.21%	0.33%	Q2 2013	Q3 2015	10
JANUS HENDERSON INVESTORS US LLC	9	1	0.00%	0.03%	0.10%	Q2 2013	Q4 2016	10
Shilanski & Associates, Inc.	5	1	0.10%	0.11%	0.13%	Q4 2020	Q3 2023	10
FAYEZ SAROFIM & CO	7	3	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	10
Taylor Hoffman Wealth Management	9	1	0.02%	0.03%	0.03%	Q4 2017	Q2 2020	10
SNOW CAPITAL MANAGEMENT LP	5	1	0.01%	0.04%	0.06%	Q3 2018	Q2 2021	10
EPG Wealth Management LLC	5	2	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	10
BOENNING & SCATTERGOOD, INC.	10	10	0.04%	0.05%	0.06%	Q3 2020	Q4 2022	10
CIBC WORLD MARKET INC.	9	1	0.00%	0.01%	0.02%	Q2 2013	Q1 2021	10
KOPP INVESTMENT ADVISORS LLC	8	1	0.19%	0.25%	0.43%	Q4 2014	Q3 2019	10
Genesee Capital Advisors, LLC	9	1	0.25%	0.28%	0.33%	Q1 2021	Q3 2023	10
CITY NATIONAL BANK	10	10	0.01%	0.01%	0.01%	Q2 2013	Q3 2015	10
Enterprise Trust & Investment Co	10	10	0.01%	0.02%	0.02%	Q1 2020	Q2 2022	10
Blue Barn Wealth, LLC	10	10	0.18%	0.24%	0.42%	Q2 2021	Q3 2023	10
Bell Rock Capital LLC	10	10	0.00%	0.00%	0.00%	Q4 2016	Q1 2019	10
Sonora Investment Management, LLC	10	10	0.00%	0.01%	0.01%	Q2 2019	Q3 2021	10
Frontier Wealth Management LLC	6	4	0.00%	0.02%	0.05%	Q2 2018	Q1 2022	10
Surevest, LLC	10	10	0.07%	0.09%	0.11%	Q2 2020	Q3 2022	10
RPG Investment Advisory, LLC	9	1	0.00%	0.00%	0.00%	Q2 2017	Q4 2020	10
Barber Financial Group, Inc.	6	2	0.03%	1.28%	5.03%	Q4 2016	Q1 2022	10
Radnor Financial Advisors, LLC	10	10	0.50%	0.61%	0.72%	Q2 2020	Q3 2022	10
SlateStone Wealth, LLC	6	4	0.03%	0.23%	0.60%	Q1 2019	Q3 2023	10
ELEMENT POINTE ADVISORS, LLC	10	10	0.09%	0.12%	0.18%	Q4 2020	Q1 2023	10
Johnson Financial Group, Inc.	10	10	0.00%	0.01%	0.01%	Q1 2021	Q2 2023	10
First City Capital Management, Inc.	9	1	0.02%	0.03%	0.12%	Q1 2014	Q3 2020	10
GREATMARK INVESTMENT PARTNERS, INC.	6	1	0.04%	0.05%	0.07%	Q3 2018	Q2 2023	10
STEEL GROVE CAPITAL ADVISORS, LLC	5	2	0.04%	0.38%	0.91%	Q3 2013	Q3 2023	10
MERIDIAN MANAGEMENT CO	6	1	0.12%	0.20%	0.36%	Q2 2013	Q4 2016	9
NexWave Capital Partners LLC	9	9	0.48%	0.84%	1.43%	Q4 2019	Q4 2021	9
Chicago Partners Investment Group LLC	7	1	0.04%	0.09%	0.30%	Q4 2014	Q4 2018	9
Edgestream Partners, L.P.	4	1	0.01%	0.10%	0.32%	Q2 2014	Q4 2021	9
PSI Advisors, LLC	5	1	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	9
Leelyn Smith, LLC	6	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2022	9
Realta Investment Advisors	4	1	0.01%	0.05%	0.14%	Q1 2019	Q3 2023	9
Wellspring Financial Advisors, LLC	9	9	0.15%	0.24%	0.32%	Q1 2020	Q1 2022	9
Stearns Financial Services Group	9	9	0.01%	0.01%	0.01%	Q3 2018	Q3 2020	9
RDA Financial Network	6	3	0.09%	0.10%	0.12%	Q4 2020	Q3 2023	9
M Holdings Securities, Inc.	3	1	0.02%	0.08%	0.14%	Q3 2014	Q1 2023	9
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	9	9	0.03%	0.04%	0.05%	Q4 2018	Q4 2020	9
Galvin, Gaustad & Stein, LLC	9	9	0.02%	0.03%	0.04%	Q4 2020	Q4 2022	9
Carlson Capital Management	9	9	0.06%	0.11%	0.22%	Q3 2021	Q3 2023	9
Destiny Wealth Partners, LLC	9	9	0.00%	0.02%	0.07%	Q4 2020	Q4 2022	9
Bickling Financial Services, Inc.	9	9	0.56%	0.65%	0.82%	Q4 2020	Q4 2022	9
CFS Investment Advisory Services, LLC	5	1	0.06%	0.48%	1.06%	Q4 2020	Q3 2023	9
TimeScale Financial, Inc.	9	9	0.00%	0.00%	0.00%	Q2 2021	Q2 2023	9
Kozak & Associates, Inc.	9	9	0.02%	0.04%	0.06%	Q3 2021	Q3 2023	9
Eagle Bay Advisors LLC	6	3	0.06%	0.10%	0.21%	Q2 2021	Q3 2023	9
B. Riley Financial, Inc.	9	9	0.11%	0.16%	0.23%	Q3 2016	Q3 2018	9
JANICZEK WEALTH MANAGEMENT, LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Dentgroup LLC	9	9	0.40%	0.58%	0.86%	Q4 2021	Q4 2023	9
Highmount Capital, LLC	9	9	0.13%	3.32%	6.22%	Q2 2013	Q2 2015	9
AJ WEALTH STRATEGIES, LLC	4	2	0.02%	0.03%	0.04%	Q2 2018	Q4 2020	9
Badgley Phelps Wealth Managers, LLC	9	9	1.39%	1.59%	1.90%	Q3 2021	Q3 2023	9
CEDAR HILL ASSOCIATES, LLC	9	9	0.04%	4.34%	8.39%	Q2 2013	Q2 2015	9
CAHILL FINANCIAL ADVISORS INC	5	4	0.04%	0.06%	0.13%	Q4 2020	Q3 2023	9
First Heartland Consultants, Inc.	8	1	0.01%	0.33%	0.58%	Q2 2013	Q4 2015	9
GPS Wealth Strategies Group, LLC	6	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	9
Spears Abacus Advisors LLC	6	3	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	9
Financial Partners Group, Inc	5	4	0.05%	0.12%	0.21%	Q2 2020	Q3 2023	9
Lisanti Capital Growth, LLC	4	1	0.03%	0.06%	0.16%	Q1 2019	Q1 2023	9
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC	6	1	0.08%	0.27%	0.59%	Q4 2014	Q3 2017	9
PUTNAM INVESTMENTS LLC	4	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2017	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.01%	0.01%	0.03%	Q2 2013	Q2 2015	9
Virtus Investment Advisers, Inc.	9	9	0.22%	0.53%	1.90%	Q2 2013	Q2 2015	9
Wagner Wealth Management, LLC	6	1	0.00%	0.03%	0.05%	Q2 2018	Q4 2022	9
Squar Milner Financial Services LLC	7	2	0.05%	0.22%	0.46%	Q4 2017	Q1 2020	9
Claraphi Advisory Network, LLC	8	1	0.04%	0.22%	0.55%	Q4 2017	Q1 2020	9
TRUEWEALTH LLC	9	9	0.02%	0.03%	0.03%	Q2 2018	Q2 2020	9
Legacy Advisors, LLC	9	9	0.15%	0.22%	0.46%	Q4 2017	Q4 2019	9
COMERICA SECURITIES,INC.	5	1	0.02%	0.04%	0.06%	Q1 2019	Q4 2022	9
Corsair Capital Management	4	1	0.40%	0.64%	1.30%	Q4 2016	Q3 2023	9
XPONANCE, INC.	7	2	0.00%	0.08%	0.43%	Q3 2014	Q1 2022	9
Integrated Wealth Management	9	9	0.14%	0.15%	0.17%	Q1 2015	Q1 2017	9
RIVERSEDGE ADVISORS, LLC	6	3	0.22%	0.28%	0.39%	Q2 2019	Q3 2023	9
Csenge Advisory Group	3	1	0.00%	0.16%	0.70%	Q1 2018	Q3 2023	9
UBS AG	6	6	0.00%	0.04%	0.08%	Q2 2013	Q3 2014	9
GW&K Investment Management, LLC	2	1	0.00%	0.01%	0.04%	Q4 2015	Q4 2022	9
StoneX Group Inc.	9	9	0.18%	0.26%	0.34%	Q4 2019	Q4 2021	9
RITHOLTZ WEALTH MANAGEMENT	9	9	0.02%	0.03%	0.05%	Q2 2020	Q2 2022	9
McAdam, LLC	3	3	0.00%	0.05%	0.10%	Q1 2018	Q3 2023	9
Pinnacle Summer Investments, Inc.	8	1	0.02%	0.03%	0.05%	Q2 2013	Q3 2015	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	0.60%	1.36%	3.36%	Q4 2014	Q4 2016	9
BANK OF NOVA SCOTIA	3	1	0.00%	0.22%	0.84%	Q3 2013	Q2 2022	9
GRIES FINANCIAL LLC	9	9	0.13%	0.17%	0.24%	Q3 2021	Q3 2023	9
FOSTER DYKEMA CABOT & CO INC/MA	9	9	0.05%	0.05%	0.06%	Q4 2017	Q4 2019	9
ATTICUS WEALTH MANAGEMENT, LLC	5	4	0.04%	0.05%	0.07%	Q2 2021	Q3 2023	9
SkyOak Wealth, LLC	8	1	0.06%	0.63%	2.23%	Q4 2019	Q3 2023	9
Savior LLC	9	9	0.00%	0.00%	0.02%	Q4 2019	Q4 2021	9
Baltimore-Washington Financial Advisors, Inc.	9	9	0.21%	0.47%	0.72%	Q4 2013	Q4 2015	9
Catamount Wealth Management	8	8	0.00%	0.00%	0.00%	Q4 2016	Q3 2018	8
Erickson Financial Group, LLC	8	8	3.63%	5.98%	7.80%	Q4 2021	Q3 2023	8
WIPFLI FINANCIAL ADVISORS LLC,	8	8	0.43%	2.39%	6.89%	Q4 2020	Q3 2022	8
Carl P. Sherr & Co., LLC	8	8	0.27%	0.79%	1.19%	Q2 2020	Q1 2022	8
Prosperity Consulting Group, LLC	8	8	0.11%	0.27%	0.40%	Q4 2021	Q3 2023	8
DRAVO BAY LLC	8	8	0.21%	0.47%	0.61%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.04%	0.04%	0.05%	Q4 2021	Q3 2023	8
Voya Financial Advisors, Inc.	3	1	0.01%	0.11%	0.29%	Q1 2015	Q1 2019	8
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	8	8	0.05%	0.05%	0.05%	Q3 2019	Q2 2021	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.03%	0.31%	0.58%	Q2 2013	Q1 2015	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.10%	0.17%	0.26%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.01%	0.01%	0.01%	Q2 2013	Q1 2015	8
Echo45 Advisors LLC	8	8	0.61%	1.44%	1.89%	Q4 2021	Q3 2023	8
WEST BANCORPORATION INC	4	4	0.02%	0.05%	0.07%	Q4 2019	Q3 2022	8
Missouri Trust & Investment Co	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Widmann Financial Services, Inc.	8	8	1.30%	1.48%	1.64%	Q4 2021	Q3 2023	8
CastleArk Alternatives, LLC	7	1	0.01%	0.38%	0.50%	Q4 2017	Q3 2021	8
Dana Investment Advisors, Inc.	6	1	0.01%	0.03%	0.04%	Q4 2016	Q1 2022	8
NatWest Group plc	8	8	0.00%	0.01%	0.01%	Q2 2013	Q1 2015	8
MONETARY MANAGEMENT GROUP INC	3	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2019	8
American Trust	8	8	0.02%	0.03%	0.06%	Q4 2021	Q3 2023	8
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	8	8	0.08%	0.12%	0.16%	Q4 2020	Q3 2022	8
FIRST INTERSTATE BANK	8	8	0.38%	0.41%	0.47%	Q3 2015	Q2 2017	8
RED CEDAR INVESTMENT MANAGEMENT, LLC	8	8	0.01%	0.01%	0.01%	Q3 2018	Q2 2020	8
Bank Pictet & Cie (Europe) AG	8	8	0.20%	0.49%	0.97%	Q1 2016	Q4 2017	8
Consilium Wealth Advisory, LLC	8	8	0.38%	0.46%	0.56%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.04%	0.06%	0.07%	Q4 2021	Q3 2023	8
AVAII WEALTH MANAGEMENT, LLC	8	8	0.32%	0.40%	0.56%	Q4 2021	Q3 2023	8
Stratos Wealth Advisors, LLC	6	2	0.02%	0.12%	0.24%	Q4 2020	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	0.23%	0.25%	0.32%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
CONGRESS ASSET MANAGEMENT CO /MA	2	1	0.00%	0.03%	0.10%	Q4 2018	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
ROANOKE ASSET MANAGEMENT CORP/ NY	6	1	0.08%	0.09%	0.11%	Q3 2018	Q2 2023	8
Holland Advisory Services, Inc.	8	8	0.34%	0.85%	2.41%	Q4 2021	Q3 2023	8
Activest Wealth Management	6	1	0.00%	0.09%	0.35%	Q1 2021	Q3 2023	8
Brand Asset Management Group, Inc.	8	8	0.03%	0.08%	0.10%	Q2 2018	Q1 2020	8
Fortis Advisors, LLC	4	4	0.00%	0.01%	0.05%	Q3 2017	Q4 2019	8
OLD MISSION CAPITAL LLC	3	1	0.02%	0.15%	0.77%	Q1 2017	Q2 2022	8
Keystone Wealth Services, LLC	8	8	0.11%	0.14%	0.24%	Q4 2021	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	1.45%	1.62%	1.81%	Q4 2021	Q3 2023	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.01%	0.01%	0.02%	Q2 2019	Q2 2023	8
WASHINGTON TRUST Co	5	3	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	8
RE Dickinson Investment Advisors, LLC	8	8	0.00%	0.24%	1.87%	Q4 2021	Q3 2023	8
Integrated Investment Consultants, LLC	7	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2018	8
FourThought Financial, LLC	8	8	0.05%	0.08%	0.11%	Q4 2020	Q3 2022	8
PRW Wealth Management LLC	5	3	0.10%	3.86%	29.72%	Q3 2021	Q3 2023	8
Carolina Wealth Advisors, LLC	8	8	0.00%	0.01%	0.01%	Q4 2020	Q3 2022	8
BALDWIN BROTHERS LLC/MA	8	8	0.01%	0.02%	0.02%	Q1 2016	Q4 2017	8
Element Wealth, LLC	8	8	0.13%	0.16%	0.18%	Q4 2020	Q3 2022	8
Wealthfront Advisers LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Noven Financial Group, Inc.	3	1	1.21%	7.88%	13.40%	Q4 2013	Q4 2019	8
VAUGHAN DAVID INVESTMENTS LLC/IL	6	2	0.01%	0.01%	0.02%	Q4 2017	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
LODESTAR INVESTMENT COUNSEL LLC/IL	8	8	0.13%	0.16%	0.22%	Q3 2017	Q2 2019	8
COREPATH WEALTH PARTNERS LLC	5	3	0.12%	0.20%	0.31%	Q4 2020	Q3 2023	8
EASTERLY INVESTMENT PARTNERS LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Bluesphere Advisors, LLC	7	1	0.21%	0.36%	0.52%	Q4 2020	Q3 2023	8
DISCIPLINED GROWTH INVESTORS INC /MN	7	1	0.02%	0.07%	0.10%	Q4 2016	Q4 2019	8
CVA Family Office, LLC	6	2	0.01%	0.01%	0.02%	Q1 2021	Q1 2023	8
Morris Capital Advisors, LLC	8	8	0.21%	0.40%	0.64%	Q4 2020	Q3 2022	8
Willingdon Wealth Management	8	8	0.00%	0.00%	0.00%	Q3 2017	Q2 2019	8
NORWOOD FINANCIAL CORP	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
Olympiad Research LP	6	2	0.12%	0.78%	2.00%	Q1 2020	Q1 2022	8
Affiance Financial, LLC	8	8	0.00%	0.00%	0.01%	Q1 2021	Q4 2022	8
One Wealth Advisors, LLC	6	1	0.04%	0.13%	0.46%	Q4 2017	Q4 2022	8
Cypress Capital Group	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
ClearBridge Investments	2	1	0.00%	0.00%	0.00%	Q4 2014	Q1 2020	8
FC Advisory LLC	8	8	0.09%	0.18%	0.21%	Q1 2022	Q4 2023	8
Guidant Wealth Advisors	4	4	1.23%	1.75%	3.24%	Q3 2016	Q3 2019	8
Financial Sense Advisors, Inc.	5	3	0.13%	0.22%	0.52%	Q3 2015	Q4 2021	8
Minot Wealth Management LLC	8	8	0.13%	0.21%	0.27%	Q3 2020	Q2 2022	8
Firestone Capital Management	8	8	0.00%	0.00%	0.01%	Q4 2019	Q3 2021	8
Horrell Capital Management, Inc.	8	8	0.14%	0.16%	0.18%	Q2 2013	Q1 2015	8
Westside Investment Management, Inc.	6	1	0.00%	0.01%	0.02%	Q1 2017	Q2 2019	8
PFS Partners, LLC	8	8	0.03%	0.18%	0.65%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.29%	0.37%	0.48%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.20%	0.22%	0.26%	Q4 2021	Q3 2023	8
LOWERY THOMAS, LLC	8	8	3.56%	4.31%	5.19%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.01%	0.04%	0.04%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.82%	1.05%	1.26%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.08%	0.10%	0.11%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.03%	0.05%	0.06%	Q4 2021	Q3 2023	8
CANADA PENSION PLAN INVESTMENT BOARD	7	7	0.02%	0.02%	0.03%	Q2 2021	Q4 2022	7
INTRUST BANK NA	7	7	0.03%	0.04%	0.04%	Q2 2020	Q4 2021	7
WADDELL & REED FINANCIAL INC	1	1	0.00%	0.01%	0.03%	Q4 2013	Q4 2020	7
EVERMAY WEALTH MANAGEMENT LLC	7	7	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	7
WEBSTER BANK, N. A.	3	1	0.00%	0.01%	0.04%	Q4 2013	Q3 2023	7
HABERER REGISTERED INVESTMENT ADVISOR INC	5	2	0.00%	0.01%	0.01%	Q2 2013	Q1 2015	7
VESTOR CAPITAL, LLC	7	7	0.02%	0.03%	0.03%	Q2 2017	Q4 2018	7
WHITE PINE CAPITAL LLC	3	2	0.07%	0.24%	0.52%	Q2 2013	Q1 2021	7
MASON STREET ADVISORS, LLC	7	7	0.12%	0.24%	0.41%	Q2 2013	Q4 2014	7
Placemark Investments, Inc.	7	7	0.06%	0.08%	0.12%	Q2 2013	Q4 2014	7
ATHERTON LANE ADVISERS, LLC	7	7	0.01%	0.02%	0.02%	Q2 2014	Q4 2015	7
Bragg Financial Advisors, Inc	7	7	0.02%	0.08%	0.10%	Q1 2022	Q3 2023	7
Ballentine Partners, LLC	4	1	0.01%	0.01%	0.03%	Q1 2016	Q4 2019	7
Tactical Allocation Group LLC	7	7	0.75%	4.41%	5.41%	Q4 2014	Q2 2016	7
KINGS POINT CAPITAL MANAGEMENT	7	7	0.00%	0.00%	0.00%	Q3 2020	Q1 2022	7
Cobble Hill Financial Services, INC	7	7	0.74%	0.78%	0.83%	Q1 2013	Q3 2014	7
Argentus Capital Management, LLC	5	2	0.01%	0.11%	0.34%	Q2 2013	Q3 2016	7
Pinnacle Advisory Group, Inc.	7	7	0.06%	0.08%	0.09%	Q2 2013	Q4 2014	7
Wharton Business Group, LLC	5	2	0.01%	0.02%	0.03%	Q2 2013	Q2 2015	7
First Western Trust Bank	7	7	0.03%	0.04%	0.06%	Q1 2022	Q3 2023	7
Axiom Investment Management LLC	7	7	0.02%	0.12%	0.16%	Q2 2019	Q4 2020	7
Allianz Asset Management GmbH	5	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2021	7
PIERSHALE FINANCIAL GROUP, INC.	4	1	3.30%	7.74%	10.37%	Q1 2015	Q2 2018	7
Paragon Capital Management Ltd	6	1	0.00%	0.12%	0.15%	Q4 2021	Q3 2023	7
EXENCIAL WEALTH ADVISORS, LLC	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
Madrona Financial Services, LLC	7	7	0.73%	1.47%	2.64%	Q2 2015	Q4 2016	7
Peachtree Investment Advisors, Inc.	7	7	0.32%	0.36%	0.42%	Q4 2013	Q2 2015	7
Gemmer Asset Management LLC	5	2	0.00%	0.01%	0.06%	Q1 2014	Q1 2022	7
Compagnie Lombard Odier SCmA	7	7	0.01%	0.02%	0.02%	Q1 2015	Q3 2016	7
Belvedere Trading LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	7
Trexquant Investment LP	3	1	0.02%	0.04%	0.09%	Q2 2020	Q3 2023	7
Opera Trading Capital	6	1	0.00%	0.01%	0.04%	Q4 2016	Q3 2018	7
Curtis Advisory Group, LLC	7	7	0.09%	0.19%	0.38%	Q1 2022	Q3 2023	7
Intellectus Partners, LLC	5	1	0.00%	0.09%	0.14%	Q4 2016	Q1 2019	7
RGT Wealth Advisors, LLC	4	3	0.01%	0.49%	0.94%	Q3 2016	Q3 2022	7
First Command Bank	5	2	0.01%	0.01%	0.03%	Q4 2016	Q1 2019	7
First Command Financial Services, Inc.	5	2	0.00%	0.01%	0.01%	Q4 2016	Q1 2019	7
Global Financial Private Capital, Inc	7	7	0.06%	0.07%	0.08%	Q3 2017	Q1 2019	7
Parisi Gray Wealth Management	6	1	0.02%	0.03%	0.03%	Q4 2017	Q2 2021	7
SeaCrest Wealth Management, LLC	6	1	0.02%	0.02%	0.02%	Q4 2017	Q2 2022	7
Clarus Wealth Advisors	7	7	0.01%	5.01%	10.59%	Q4 2017	Q2 2019	7
55I, LLC	7	7	0.01%	0.01%	0.02%	Q1 2021	Q3 2022	7
Midwest Professional Planners, LTD.	3	1	0.01%	0.31%	0.81%	Q4 2017	Q3 2020	7
Windsor Wealth Management, Inc.	6	1	0.07%	0.26%	0.61%	Q2 2020	Q3 2023	7
Winthrop Partners - WNY, LLC	7	7	0.06%	0.08%	0.09%	Q1 2018	Q3 2019	7
Graves Light Lenhart Wealth, Inc.	7	7	0.00%	0.01%	0.01%	Q4 2020	Q2 2022	7
BT Wealth Management LLC	5	2	0.06%	0.10%	0.18%	Q4 2018	Q4 2021	7
TCF National Bank	7	7	0.05%	0.07%	0.08%	Q3 2019	Q1 2021	7
VERUS CAPITAL PARTNERS, LLC	7	7	0.05%	0.25%	0.36%	Q1 2022	Q3 2023	7
Cardinal Strategic Wealth Guidance	7	7	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	7
COLUMBIA ADVISORY PARTNERS LLC	7	7	1.02%	5.55%	8.33%	Q1 2022	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	0.02%	0.02%	0.02%	Q2 2020	Q4 2021	7
Fullen Financial Group	7	7	0.12%	0.14%	0.18%	Q3 2020	Q1 2022	7
One Day In July LLC	6	1	0.06%	0.09%	0.11%	Q3 2020	Q4 2022	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.00%	0.00%	0.01%	Q1 2021	Q4 2022	7
Elk River Wealth Management, LLC	6	1	0.05%	0.07%	0.09%	Q4 2020	Q1 2023	7
Bank of New Hampshire	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
Snowden Capital Advisors LLC	6	1	0.01%	0.06%	0.09%	Q4 2021	Q3 2023	7
Eagle Strategies LLC	4	3	0.34%	0.48%	0.86%	Q4 2021	Q3 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.04%	0.04%	0.05%	Q4 2021	Q2 2023	7
Red Tortoise LLC	4	3	0.13%	0.15%	0.18%	Q3 2021	Q3 2023	7
VANCE WEALTH, INC.	7	7	0.90%	1.13%	1.25%	Q1 2022	Q3 2023	7
Athena Investment Management	7	7	0.27%	0.29%	0.33%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.04%	0.04%	0.06%	Q1 2022	Q3 2023	7
Financial Guidance Group, Inc.	7	7	0.20%	0.22%	0.22%	Q1 2022	Q3 2023	7
Coastwise Capital Group, LLC	7	7	0.36%	0.42%	0.60%	Q1 2022	Q3 2023	7
Bensler, LLC	7	7	0.11%	0.12%	0.14%	Q1 2022	Q3 2023	7
Rockwood Wealth Management, LLC	7	7	0.04%	0.09%	0.15%	Q4 2021	Q2 2023	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.00%	0.01%	Q4 2020	Q4 2022	7
WASATCH ADVISORS LP	2	1	0.00%	0.01%	0.02%	Q4 2014	Q4 2022	7
COUNTRY CLUB BANK /GFN	7	7	0.10%	0.11%	0.15%	Q1 2022	Q3 2023	7
WALL STREET ASSOCIATES	6	1	0.04%	0.27%	0.73%	Q2 2013	Q2 2015	7
ROCKLAND TRUST CO	7	7	0.03%	0.08%	0.11%	Q4 2014	Q2 2016	7
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	3	1	0.01%	0.01%	0.01%	Q3 2018	Q4 2020	7
ROCKEFELLER FINANCIAL SERVICES INC	5	2	0.00%	0.00%	0.01%	Q4 2015	Q4 2017	7
MERITAGE PORTFOLIO MANAGEMENT	4	3	0.01%	0.02%	0.04%	Q2 2013	Q3 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.16%	0.36%	0.55%	Q2 2013	Q4 2014	7
WISCONSIN CAPITAL MANAGEMENT LLC	7	7	0.09%	0.10%	0.10%	Q2 2013	Q4 2014	7
HERITAGE INVESTORS MANAGEMENT CORP	6	1	0.01%	0.01%	0.02%	Q4 2019	Q4 2021	7
Quantitative Investment Management, LLC	6	6	0.09%	0.33%	0.66%	Q4 2017	Q1 2019	6
Knott David M Jr	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Edge Advisors, LLC	6	6	0.00%	0.00%	0.01%	Q1 2017	Q2 2018	6
US FINANCIAL ADVISORS, LLC	6	6	0.03%	0.05%	0.06%	Q4 2014	Q1 2016	6
GRAYHAWK INVESTMENT STRATEGIES INC.	6	6	0.44%	1.65%	6.39%	Q2 2022	Q3 2023	6
Bronte Capital Management Pty Ltd.	6	6	3.19%	9.35%	13.61%	Q1 2021	Q2 2022	6
REDW Wealth LLC	6	6	0.06%	0.07%	0.08%	Q4 2020	Q1 2022	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.03%	0.17%	0.27%	Q4 2015	Q1 2017	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
NORRIS PERNE & FRENCH LLP/MI	6	6	0.21%	0.40%	0.47%	Q4 2015	Q1 2017	6
Coston, McIsaac & Partners	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
HHM Wealth Advisors, LLC	4	2	0.01%	0.01%	0.02%	Q1 2020	Q3 2023	6
CABANA LLC	4	1	0.00%	0.60%	3.15%	Q4 2017	Q4 2019	6
FSM Wealth Advisors, LLC	6	6	0.22%	0.38%	0.62%	Q2 2022	Q3 2023	6
SAGE FINANCIAL GROUP INC	6	6	0.03%	0.04%	0.04%	Q2 2022	Q3 2023	6
3D/L Capital Management, LLC	5	1	0.05%	0.06%	0.07%	Q1 2021	Q1 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.22%	0.26%	0.31%	Q2 2022	Q3 2023	6
UNITED SERVICES AUTOMOBILE ASSOCIATION	5	1	0.00%	0.04%	0.07%	Q2 2014	Q3 2017	6
Freedman Financial Associates, Inc.	6	6	0.04%	0.05%	0.05%	Q4 2020	Q1 2022	6
Apollon Wealth Management, LLC	4	1	0.00%	0.05%	0.12%	Q2 2020	Q3 2023	6
Conestoga Capital Advisors, LLC	2	1	0.02%	0.09%	0.24%	Q4 2014	Q1 2020	6
TWO SIGMA ADVISERS, LP	2	1	0.00%	0.01%	0.05%	Q3 2013	Q1 2023	6
Smith, Salley & Associates	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
CoreFirst Bank & Trust	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
BALYASNY ASSET MANAGEMENT L.P.	3	1	0.01%	0.02%	0.07%	Q3 2015	Q3 2022	6
SIGNET FINANCIAL MANAGEMENT, LLC	3	1	0.01%	0.03%	0.06%	Q3 2015	Q4 2021	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Investmark Advisory Group LLC	4	2	0.22%	0.26%	0.30%	Q4 2021	Q3 2023	6
Tradition Wealth Management, LLC	6	6	0.42%	0.49%	0.66%	Q4 2020	Q1 2022	6
STERNE AGEE GROUP, INC.	5	1	0.10%	0.46%	0.65%	Q2 2013	Q1 2015	6
MRA Advisory Group	6	6	0.17%	0.21%	0.24%	Q4 2020	Q1 2022	6
First Bancorp, Inc /ME/	6	6	0.44%	0.45%	0.48%	Q2 2022	Q3 2023	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.06%	0.08%	0.09%	Q4 2020	Q1 2022	6
Marquette Asset Management, LLC	3	3	0.03%	0.09%	0.15%	Q2 2013	Q3 2019	6
Parkside Investments, LLC	5	1	0.00%	1.05%	1.64%	Q4 2018	Q1 2022	6
BANK OF THE WEST	3	1	0.03%	0.06%	0.13%	Q4 2014	Q2 2018	6
Parasol Investment Management, LLC	6	6	0.01%	0.02%	0.02%	Q4 2013	Q1 2015	6
GeoWealth Management, LLC	6	6	0.00%	0.01%	0.01%	Q3 2021	Q4 2022	6
Smart Portfolios, LLC	5	1	0.10%	0.63%	3.12%	Q1 2018	Q3 2019	6
Legacy Financial Advisors, Inc.	6	6	0.01%	0.01%	0.01%	Q4 2017	Q1 2019	6
Liberty Capital Management, Inc.	6	6	0.03%	0.03%	0.03%	Q3 2016	Q4 2017	6
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	6	6	0.02%	0.03%	0.04%	Q2 2020	Q3 2021	6
MetLife Investment Management, LLC	6	6	0.01%	0.01%	0.01%	Q4 2017	Q1 2019	6
SteelBridge Private Wealth Advisors LLC	6	6	0.86%	0.98%	1.06%	Q1 2016	Q2 2017	6
Orion Portfolio Solutions, LLC	3	3	0.00%	0.19%	0.39%	Q4 2019	Q3 2023	6
Legacy Wealth Planning, LLC	4	1	0.23%	0.27%	0.32%	Q4 2019	Q3 2021	6
BAROMETER CAPITAL MANAGEMENT INC.	3	1	0.11%	0.21%	0.37%	Q4 2014	Q2 2017	6
Mirador Capital Partners LP	6	6	0.12%	0.48%	1.05%	Q1 2018	Q2 2019	6
Summit Equities Inc	6	6	0.14%	0.15%	0.15%	Q2 2017	Q3 2018	6
WEALTHSOURCE PARTNERS, LLC	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
Koshinski Asset Management, Inc.	3	3	0.01%	0.02%	0.06%	Q2 2020	Q1 2022	6
Archford Capital Strategies, LLC	6	6	0.00%	0.05%	0.07%	Q4 2015	Q1 2017	6
Old North State Trust, LLC	5	1	0.01%	0.01%	0.02%	Q4 2020	Q3 2022	6
LVM CAPITAL MANAGEMENT LTD/MI	5	1	0.03%	0.03%	0.04%	Q4 2019	Q4 2021	6
SteelPeak Wealth, LLC	6	6	0.01%	0.02%	0.02%	Q4 2020	Q1 2022	6
LIBERTY WEALTH MANAGEMENT LLC	5	1	0.00%	0.01%	0.06%	Q4 2018	Q2 2023	6
Visionary Asset Management, Inc.	2	2	0.00%	0.30%	0.57%	Q2 2013	Q2 2015	6
Delta Investment Management, LLC	4	2	0.08%	0.43%	1.70%	Q4 2018	Q3 2021	6
MinichMacGregor Wealth Management, LLC	5	1	0.01%	2.89%	4.20%	Q2 2020	Q4 2022	6
OLIVER LAGORE VANVALIN INVESTMENT GROUP	6	6	0.01%	0.01%	0.01%	Q1 2022	Q2 2023	6
Alaska Permanent Fund Corp	4	2	2.16%	5.84%	9.36%	Q1 2022	Q3 2023	6
Stone Asset Management Inc.	6	6	7.75%	9.65%	11.98%	Q4 2021	Q1 2023	6
Schoolcraft Capital LLC	6	6	0.22%	0.25%	0.29%	Q1 2019	Q2 2020	6
Intrepid Financial Planning Group LLC	6	6	0.24%	0.26%	0.31%	Q2 2022	Q3 2023	6
BOK Financial Private Wealth, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
GUARDIAN WEALTH ADVISORS, LLC / NC	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	4	2	0.06%	0.16%	0.33%	Q4 2013	Q4 2015	6
Ziegler Capital Management, LLC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
M&R CAPITAL MANAGEMENT INC	5	5	0.02%	0.02%	0.02%	Q2 2016	Q2 2017	5
Wilmington Trust, National Association	5	5	0.40%	0.47%	0.54%	Q2 2013	Q2 2014	5
Aspen Investment Management Inc	5	5	0.65%	0.69%	0.75%	Q2 2020	Q2 2021	5
Alerus Investment Advisors Corp	5	5	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	5
BECK CAPITAL MANAGEMENT, LLC	2	1	0.12%	2.18%	3.06%	Q4 2016	Q2 2020	5
Luxor Capital Group, LP	1	1	0.26%	1.16%	1.86%	Q2 2018	Q1 2022	5
NewSquare Capital LLC	4	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	5
MARINER INDEPENDENT ADVISOR NETWORK, LLC	2	1	0.15%	0.51%	0.73%	Q3 2015	Q1 2020	5
Stonehearth Capital Management, LLC	5	5	1.06%	2.55%	4.82%	Q4 2014	Q4 2015	5
Legend Financial Advisors, Inc.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Braver Wealth Management, LLC	2	1	0.81%	1.86%	3.37%	Q2 2014	Q4 2016	5
Bremer Bank National Association	4	1	0.00%	0.07%	0.09%	Q1 2019	Q3 2023	5
Endurance Wealth Management, Inc.	5	5	0.00%	0.00%	0.00%	Q2 2022	Q2 2023	5
GYL FINANCIAL SYNERGIES, LLC	5	5	0.17%	0.20%	0.25%	Q4 2018	Q4 2019	5
Advisory Alpha, LLC	3	1	0.00%	0.01%	0.02%	Q1 2019	Q3 2020	5
Stonebridge Capital Advisors LLC	2	1	0.00%	0.01%	0.01%	Q3 2019	Q3 2023	5
KMS FINANCIAL SERVICES, INC	5	5	0.05%	0.09%	0.13%	Q3 2013	Q3 2014	5
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4	1	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	5
Hoover Financial Advisors, Inc.	5	5	0.04%	0.06%	0.06%	Q2 2020	Q2 2021	5
Focused Wealth Management, Inc	4	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2016	5
Kore Private Wealth LLC	3	2	0.00%	0.01%	0.03%	Q4 2018	Q2 2020	5
Oxinas Partners Wealth Management LLC	5	5	0.22%	0.36%	0.61%	Q4 2020	Q4 2021	5
PEDDOCK CAPITAL ADVISORS, LLC	4	1	0.00%	0.00%	0.00%	Q2 2018	Q4 2019	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.28%	0.35%	0.50%	Q4 2018	Q4 2019	5
United Capital Management of KS, Inc.	4	1	0.16%	0.17%	0.19%	Q3 2018	Q4 2019	5
LITTLE HOUSE CAPITAL LLC	4	1	0.24%	0.35%	0.67%	Q4 2020	Q1 2022	5
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.01%	0.01%	0.01%	Q1 2018	Q1 2019	5
FORVIS Wealth Advisors, LLC	4	1	0.04%	0.05%	0.06%	Q3 2013	Q4 2014	5
DIVIDEND ASSETS CAPITAL, LLC	3	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2020	5
ALPS ADVISORS INC	5	5	0.01%	0.03%	0.05%	Q1 2015	Q1 2016	5
River Wealth Advisors LLC	3	2	0.03%	0.04%	0.04%	Q2 2018	Q4 2021	5
Stanford Investment Group, Inc.	5	5	0.01%	0.02%	0.02%	Q4 2014	Q4 2015	5
Dorsey & Whitney Trust CO LLC	5	5	0.08%	0.10%	0.12%	Q3 2022	Q3 2023	5
Crescent Capital Consulting, LLC	5	5	0.36%	0.98%	1.61%	Q4 2020	Q4 2021	5
NATIXIS ADVISORS, L.P.	5	5	0.00%	0.00%	0.01%	Q2 2013	Q2 2014	5
Colonial Trust Co / SC	5	5	0.11%	0.12%	0.14%	Q3 2022	Q3 2023	5
Gupta Wealth Management LLC	5	5	0.00%	0.01%	0.05%	Q1 2015	Q1 2016	5
Peloton Wealth Strategists	5	5	0.63%	0.67%	0.70%	Q4 2021	Q4 2022	5
WILLNER & HELLER, LLC	5	5	0.43%	0.48%	0.54%	Q4 2021	Q4 2022	5
WARNER FINANCIAL, INC	5	5	0.21%	0.23%	0.25%	Q3 2022	Q3 2023	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.01%	0.02%	0.05%	Q4 2016	Q4 2017	5
Global Wealth Strategies & Associates	5	5	0.10%	0.15%	0.21%	Q4 2022	Q4 2023	5
SBK Financial, Inc.	5	5	0.86%	1.05%	1.20%	Q4 2021	Q4 2022	5
Intergy Private Wealth, LLC	5	5	0.28%	0.33%	0.45%	Q3 2022	Q3 2023	5
Gibson Wealth Advisors LLC	5	5	0.05%	0.05%	0.06%	Q4 2021	Q4 2022	5
City State Bank	5	5	0.02%	0.04%	0.04%	Q3 2022	Q3 2023	5
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	5	5	0.21%	0.26%	0.35%	Q3 2016	Q3 2017	5
Wilmington Trust Investment Management, LLC	5	5	3.79%	6.03%	6.85%	Q2 2013	Q2 2014	5
Investment Advisory Group, LLC	5	5	0.14%	0.17%	0.20%	Q3 2022	Q3 2023	5
Farmers National Bank	3	2	0.01%	0.01%	0.01%	Q4 2017	Q2 2019	5
KENFARB & CO.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
WILMINGTON TRUST CO	5	5	0.48%	0.67%	0.84%	Q2 2013	Q2 2014	5
Congress Wealth Management LLC / DE /	2	1	0.01%	0.12%	0.24%	Q4 2021	Q3 2023	5
Jefferies Group LLC	1	1	0.00%	0.01%	0.01%	Q2 2015	Q2 2021	5
Cassady Schiller Wealth Management, LLC	4	1	0.01%	0.03%	0.04%	Q4 2021	Q3 2023	5
INTEGRAL DERIVATIVES, LLC	2	1	0.01%	0.02%	0.07%	Q2 2014	Q2 2016	5
APPLETON GROUP, LLC	5	5	6.21%	7.29%	8.16%	Q3 2013	Q3 2014	5
BUCKINGHAM STRATEGIC PARTNERS, LLC	5	5	0.01%	0.10%	0.20%	Q3 2022	Q3 2023	5
PILLAR PACIFIC CAPITAL MANAGEMENT LLC	5	5	0.06%	0.06%	0.06%	Q4 2013	Q4 2014	5
Capital Group Private Client Services, Inc.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
SALEM INVESTMENT COUNSELORS INC	5	5	0.00%	0.00%	0.00%	Q4 2020	Q4 2021	5
Jupiter Wealth Management LLC	4	1	0.19%	0.21%	0.23%	Q1 2019	Q3 2023	5
Front Row Advisors LLC	5	5	0.01%	0.01%	0.01%	Q1 2022	Q1 2023	5
Thrive Wealth Management, LLC	5	5	0.07%	0.12%	0.19%	Q4 2021	Q4 2022	5
FinTrust Investment Advisory Services, LLC	3	2	2.69%	3.11%	4.02%	Q2 2013	Q1 2018	5
Valentine Capital Asset Management, Inc.	5	5	0.23%	0.34%	0.70%	Q4 2011	Q4 2012	5
HCR Wealth Advisors	5	5	0.01%	0.01%	0.01%	Q4 2019	Q4 2020	5
Oder Investment Management, LLC	3	2	0.32%	0.43%	0.54%	Q4 2020	Q3 2023	5
Opal Wealth Advisors, LLC	4	1	0.12%	0.72%	1.08%	Q4 2021	Q1 2023	5
Allegheny Financial Group LTD	5	5	0.21%	0.23%	0.24%	Q3 2022	Q3 2023	5
Falcon Wealth Planning	5	5	0.05%	0.07%	0.13%	Q3 2022	Q3 2023	5
Ten Capital Wealth Advisors, LLC	3	2	0.00%	0.01%	0.01%	Q4 2020	Q1 2022	5
CLARK FINANCIAL SERVICES GROUP INC /BD	5	5	4.54%	5.17%	5.69%	Q1 2021	Q1 2022	5
Cadence Bank	5	5	0.07%	0.07%	0.08%	Q3 2022	Q3 2023	5
Berkshire Bank	5	5	0.05%	0.05%	0.06%	Q4 2020	Q4 2021	5
Cordant, Inc.	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
Sunflower Bank, N.A.	5	5	0.03%	0.04%	0.04%	Q4 2020	Q4 2021	5
Total Clarity Wealth Management, Inc.	2	1	0.00%	0.01%	0.02%	Q4 2019	Q2 2022	5
Probabilities Fund Management, LLC	5	5	0.81%	1.60%	2.78%	Q4 2017	Q4 2018	5
Klingman & Associates, LLC	3	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2023	4
20/20 Capital Management, Inc.	4	4	0.14%	0.61%	0.87%	Q3 2020	Q2 2021	4
Clear Perspective Advisors, LLC	4	4	0.02%	0.02%	0.02%	Q3 2017	Q2 2018	4
Paracle Advisors, LLC	4	4	0.06%	0.06%	0.07%	Q4 2018	Q3 2019	4
EverSource Wealth Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
1 NORTH WEALTH SERVICES LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q4 2019	4
Gs Investments, Inc.	4	4	0.00%	0.00%	0.00%	Q2 2017	Q1 2018	4
Wealth Advisors of Tampa Bay, LLC	2	2	0.06%	0.11%	0.16%	Q2 2018	Q1 2022	4
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	2	1	1.82%	6.87%	12.37%	Q1 2016	Q1 2022	4
Spearhead Capital Advisors, LLC	3	1	0.30%	1.06%	2.16%	Q1 2020	Q3 2022	4
Domani Wealth, LLC	2	2	0.08%	0.28%	0.49%	Q1 2022	Q1 2023	4
Ruggie Capital Group	3	1	0.00%	0.03%	0.12%	Q4 2014	Q4 2018	4
NorthRock Partners, LLC	4	4	0.02%	0.04%	0.07%	Q4 2022	Q3 2023	4
Pinnacle Wealth Management Advisory Group, LLC	4	4	0.04%	0.19%	0.46%	Q4 2021	Q3 2022	4
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	4	4	0.25%	0.40%	0.52%	Q1 2015	Q4 2015	4
Greenhouse Funds LLLP	4	4	0.49%	3.77%	7.91%	Q2 2017	Q1 2018	4
Gryphon Financial Partners LLC	3	1	0.01%	0.03%	0.04%	Q4 2017	Q2 2022	4
Monument Capital Management	4	4	0.94%	1.08%	1.26%	Q2 2020	Q1 2021	4
MainStreet Investment Advisors LLC	4	4	0.02%	0.02%	0.02%	Q1 2021	Q4 2021	4
Cypress Capital, LLC	4	4	0.24%	0.26%	0.29%	Q3 2021	Q2 2022	4
Crawford Lake Capital Management, LLC	2	1	2.51%	11.55%	24.08%	Q3 2021	Q3 2022	4
Merit Financial Group, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Vanguard Capital Wealth Advisors	2	1	0.25%	0.61%	0.79%	Q2 2018	Q4 2022	4
ACCURATE INVESTMENT SOLUTIONS, INC.	4	4	0.00%	0.58%	2.32%	Q4 2015	Q3 2016	4
Howard Capital Management Inc.	3	1	0.42%	2.30%	3.39%	Q4 2017	Q2 2021	4
ExodusPoint Capital Management, LP	2	2	0.01%	0.23%	0.48%	Q3 2019	Q4 2021	4
EFG Asset Management (Americas) Corp.	2	1	0.01%	0.15%	0.24%	Q2 2014	Q1 2016	4
INVESTORS TRUST INC	4	4	0.16%	0.18%	0.21%	Q3 2013	Q2 2014	4
Nalls Sherbakoff Group, LLC	3	1	0.02%	0.03%	0.06%	Q4 2018	Q3 2023	4
Human Investing LLC	4	4	0.00%	0.01%	0.01%	Q4 2019	Q3 2020	4
Aveo Capital Partners, LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Lowe Wealth Advisors, LLC	3	1	0.01%	0.02%	0.02%	Q4 2018	Q3 2020	4
Legacy Trust	4	4	0.19%	0.20%	0.20%	Q4 2022	Q3 2023	4
Lenox Wealth Advisors, LLC	2	1	0.00%	0.00%	0.01%	Q4 2017	Q1 2022	4
Baring International Investment Ltd	2	2	0.15%	0.57%	1.05%	Q2 2013	Q2 2014	4
Arden Trust Co	4	4	0.02%	0.12%	0.18%	Q2 2019	Q1 2020	4
FNY Partners Fund LP	4	4	0.00%	0.01%	0.03%	Q2 2017	Q1 2018	4
SNS Financial Group, LLC	2	2	0.72%	1.16%	1.72%	Q1 2013	Q2 2015	4
HBW ADVISORY SERVICES LLC	4	4	0.06%	0.07%	0.07%	Q1 2021	Q4 2021	4
Wealth Alliance	3	1	0.12%	0.17%	0.26%	Q4 2021	Q4 2022	4
Gramercy Funds Management LLC	4	4	2.11%	6.22%	11.88%	Q1 2015	Q4 2015	4
EPIQ PARTNERS, LLC	4	4	0.19%	0.21%	0.22%	Q4 2022	Q3 2023	4
RWA WEALTH PARTNERS, LLC	2	1	0.01%	0.38%	0.61%	Q2 2017	Q2 2019	4
Windsor Capital Management, LLC	3	1	0.01%	0.01%	0.02%	Q2 2013	Q3 2015	4
Atlas Private Wealth Management, LLC	4	4	0.00%	0.01%	0.01%	Q2 2020	Q1 2021	4
General Partner, Inc.	4	4	0.04%	0.04%	0.04%	Q1 2023	Q4 2023	4
Investment Research & Advisory Group, Inc.	4	4	0.02%	0.02%	0.02%	Q4 2019	Q3 2020	4
HENGEHOLD CAPITAL MANAGEMENT LLC	4	4	2.49%	2.83%	3.64%	Q2 2013	Q1 2014	4
BANQUE PICTET & CIE SA	4	4	0.17%	0.19%	0.20%	Q4 2013	Q3 2014	4
Weatherstone Capital Management	2	1	0.83%	1.11%	1.46%	Q2 2013	Q2 2015	4
Tempus Wealth Planning, LLC	4	4	0.29%	0.31%	0.32%	Q1 2021	Q4 2021	4
Cornerstone Advisors, Inc.	2	2	0.00%	1.21%	2.46%	Q3 2018	Q4 2019	4
WEALTHFRONT Corp	2	1	0.00%	0.01%	0.02%	Q1 2015	Q3 2017	4
CHARTWELL INVESTMENT PARTNERS/PA	4	4	0.01%	0.01%	0.01%	Q2 2013	Q1 2014	4
Quantbot Technologies LP	2	1	0.02%	0.04%	0.08%	Q4 2019	Q2 2022	4
InterOcean Capital Group, LLC	4	4	0.02%	0.05%	0.15%	Q4 2022	Q3 2023	4
TCG Advisory Services, LLC	4	4	0.21%	0.24%	0.28%	Q1 2021	Q4 2021	4
Phoenix Wealth Advisors	4	4	0.07%	0.07%	0.08%	Q4 2020	Q3 2021	4
Sterling Financial Planning, Inc.	4	4	0.02%	0.02%	0.02%	Q4 2020	Q3 2021	4
Stillwater Capital Advisors, LLC	3	1	0.04%	0.07%	0.16%	Q2 2014	Q3 2023	4
Coppell Advisory Solutions LLC	2	1	0.04%	0.12%	0.36%	Q4 2020	Q3 2023	4
Better Money Decisions, LLC	3	1	0.02%	0.02%	0.03%	Q1 2021	Q2 2022	4
Freestone Capital Holdings, LLC	2	2	0.00%	0.01%	0.03%	Q3 2020	Q3 2023	4
Texan Capital Management	4	4	0.19%	0.36%	0.56%	Q2 2013	Q1 2014	4
DF DENT & CO INC	3	1	0.00%	0.02%	0.06%	Q4 2018	Q3 2022	4
BENJAMIN EDWARDS INC	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
PALLADIUM PARTNERS LLC	4	4	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	4
SANDLER CAPITAL MANAGEMENT	1	1	0.27%	0.73%	1.01%	Q2 2013	Q3 2022	4
MILESTONE WEALTH, LLC	4	4	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	4
NORTHWEST INVESTMENT COUNSELORS, LLC	2	1	0.00%	0.01%	0.02%	Q2 2017	Q3 2022	4
NCM Capital Management, LLC	4	4	0.36%	0.61%	1.26%	Q1 2022	Q4 2022	4
Barnett & Company, Inc.	4	4	0.01%	0.02%	0.02%	Q1 2019	Q4 2019	4
CONSILIO WEALTH ADVISORS, LLC	4	4	0.31%	0.81%	2.23%	Q4 2021	Q3 2022	4
Confluence Wealth Services, Inc.	4	4	0.19%	0.21%	0.23%	Q4 2022	Q3 2023	4
Raleigh Capital Management Inc.	4	4	0.02%	0.02%	0.03%	Q1 2022	Q4 2022	4
Granahan Investment Management	2	1	0.02%	0.30%	1.04%	Q2 2014	Q4 2022	4
Waycross Investment Management Co	4	4	0.84%	0.92%	0.99%	Q4 2022	Q3 2023	4
SSI INVESTMENT MANAGEMENT LLC	4	4	0.02%	0.03%	0.03%	Q1 2014	Q4 2014	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.04%	0.06%	0.08%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.06%	0.10%	0.16%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Family Asset Management, LLC	4	4	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	4
Mathes Company, Inc.	4	4	0.29%	0.56%	0.86%	Q2 2018	Q1 2019	4
Trifecta Capital Advisors, LLC	4	4	0.08%	0.11%	0.14%	Q4 2022	Q3 2023	4
VitalStone Financial, LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	7.39%	7.63%	7.78%	Q4 2022	Q3 2023	4
Mendota Financial Group, LLC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
New England Capital Financial Advisors LLC	4	4	0.08%	0.09%	0.09%	Q4 2022	Q3 2023	4
Team Hewins, LLC	4	4	1.19%	2.39%	2.86%	Q4 2022	Q3 2023	4
B.O.S.S. Retirement Advisors, LLC	4	4	0.05%	0.05%	0.05%	Q4 2022	Q3 2023	4
LWMG, LLC	4	4	0.28%	0.42%	0.65%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	1.32%	1.45%	1.73%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.05%	0.06%	0.09%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	1.22%	2.22%	2.85%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.15%	0.16%	0.17%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
LMG Wealth Partners, LLC	4	4	3.08%	3.24%	3.32%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.27%	0.29%	0.30%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Foundation Wealth Management, LLC	4	4	4.32%	4.77%	5.75%	Q4 2022	Q3 2023	4
Milestone Investment Advisors LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
LUTS & GREENLEIGH GROUP, INC	4	4	1.26%	1.50%	1.81%	Q4 2022	Q3 2023	4
BLB&B Advisors, LLC	4	4	0.01%	0.02%	0.02%	Q4 2020	Q3 2021	4
Vawter Financial, Ltd.	4	4	1.07%	1.18%	1.33%	Q4 2022	Q3 2023	4
First County Bank /CT/	4	4	0.12%	0.14%	0.18%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	0.09%	0.09%	0.10%	Q4 2022	Q3 2023	4
1st Global Advisors, Inc.	3	1	0.03%	0.17%	0.36%	Q4 2015	Q2 2017	4
Ifrah Financial Services, Inc.	4	4	0.15%	0.16%	0.16%	Q3 2016	Q2 2017	4
Livingston Group Asset Management CO (operating as Southport Capital Management)	4	4	0.04%	0.06%	0.08%	Q1 2021	Q4 2021	4
FIRST HORIZON CORP	4	4	0.76%	0.88%	0.92%	Q3 2020	Q2 2021	4
Geller Advisors LLC	4	4	0.96%	1.09%	1.23%	Q4 2022	Q3 2023	4
Copper Rock Capital Partners, LLC	4	4	0.03%	0.10%	0.16%	Q2 2013	Q1 2014	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
Hodges Capital Management Inc.	4	4	0.02%	0.03%	0.04%	Q2 2021	Q1 2022	4
DSC Advisors, L.P.	2	1	0.19%	1.10%	2.60%	Q1 2014	Q4 2016	4
ASSOCIATED BANC-CORP	4	4	0.01%	0.01%	0.02%	Q1 2020	Q4 2020	4
Geneva Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q3 2016	Q2 2017	4
AFFINITY WEALTH MANAGEMENT LLC	4	4	0.63%	1.73%	2.85%	Q4 2020	Q3 2021	4
Avalon Investment & Advisory	4	4	0.02%	0.02%	0.02%	Q4 2016	Q3 2017	4
QCM Cayman, Ltd.	3	1	0.27%	0.73%	1.36%	Q2 2020	Q2 2021	4
NOMURA HOLDINGS INC	4	4	0.00%	0.00%	0.01%	Q2 2013	Q1 2014	4
WOODMONT INVESTMENT COUNSEL LLC	3	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2016	4
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	4	4	0.05%	0.08%	0.11%	Q2 2022	Q1 2023	4
INVERNESS COUNSEL LLC /NY/	4	4	0.01%	0.02%	0.03%	Q4 2021	Q3 2022	4
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	4	4	0.05%	0.05%	0.06%	Q4 2017	Q3 2018	4
CHAPIN DAVIS, INC.	4	4	0.18%	0.20%	0.21%	Q4 2022	Q3 2023	4
SENTINEL TRUST CO LBA	4	4	0.13%	0.15%	0.23%	Q2 2013	Q1 2014	4
SMITHBRIDGE ASSET MANAGEMENT INC/DE	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
MARINO, STRAM & ASSOCIATES LLC	3	1	0.11%	0.13%	0.16%	Q1 2021	Q1 2022	4
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3	1	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	4
JT Stratford LLC	2	2	0.06%	0.13%	0.17%	Q3 2019	Q2 2022	4
LYELL WEALTH MANAGEMENT, LP	4	4	0.03%	0.05%	0.08%	Q4 2020	Q3 2021	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.34%	0.45%	0.58%	Q4 2016	Q3 2017	4
Independence Advisors, LLC	4	4	0.03%	0.04%	0.04%	Q4 2019	Q3 2020	4
Bridgeworth, LLC	3	1	0.06%	0.10%	0.13%	Q4 2016	Q2 2018	4
Cable Hill Partners, LLC	1	1	0.02%	0.04%	0.08%	Q4 2014	Q4 2017	4
PFG Advisors	4	4	0.07%	0.11%	0.20%	Q3 2018	Q2 2019	4
Allegis Investment Advisors, LLC	2	2	0.21%	0.53%	0.85%	Q4 2015	Q1 2017	4
Financial Gravity Asset Management, Inc.	3	3	0.00%	0.01%	0.02%	Q1 2023	Q3 2023	3
PIN OAK INVESTMENT ADVISORS INC	2	1	0.01%	0.01%	0.01%	Q4 2017	Q3 2023	3
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	3
17 CAPITAL PARTNERS, LLC	3	3	0.19%	0.19%	0.20%	Q2 2021	Q4 2021	3
BIP Wealth, LLC	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
Fifth Third Wealth Advisors LLC	3	3	0.16%	0.24%	0.36%	Q2 2023	Q4 2023	3
NextCapital Advisers, Inc.	3	3	0.36%	2.76%	4.05%	Q1 2018	Q3 2018	3
Page Arthur B	3	3	0.29%	0.30%	0.30%	Q4 2013	Q2 2014	3
Field & Main Bank	1	1	0.01%	0.05%	0.11%	Q1 2018	Q4 2021	3
SPRING CREEK CAPITAL LLC	3	3	0.04%	0.14%	0.22%	Q2 2018	Q4 2018	3
Sepio Capital, LP	3	3	0.04%	0.06%	0.08%	Q1 2023	Q3 2023	3
GTS SECURITIES LLC	1	1	0.00%	0.01%	0.01%	Q3 2023	Q3 2023	3
Executive Wealth Management, LLC	3	3	0.00%	0.01%	0.01%	Q4 2018	Q2 2019	3
Spot Trading L.L.C	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
DFPG INVESTMENTS, LLC	3	3	0.03%	0.04%	0.04%	Q1 2023	Q3 2023	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.00%	0.01%	0.01%	Q3 2022	Q3 2023	3
Fisher Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2023	3
Truvestments Capital LLC	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
J Arnold Wealth Management Co	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
Raab & Moskowitz Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2019	3
BAKER TILLY WEALTH MANAGEMENT, LLC	2	1	0.02%	0.03%	0.03%	Q3 2021	Q1 2023	3
Strategic Financial Concepts, LLC	3	3	0.16%	0.18%	0.21%	Q1 2023	Q3 2023	3
Delta Dental Plan of Michigan, Inc.	3	3	0.11%	0.11%	0.11%	Q4 2017	Q2 2018	3
IMA Wealth, Inc.	3	3	0.01%	0.01%	0.01%	Q2 2018	Q4 2018	3
NSI Retail Advisors, LLC	3	3	5.11%	5.48%	5.88%	Q2 2021	Q4 2021	3
Prentice Wealth Management LLC	3	3	0.02%	0.03%	0.03%	Q1 2021	Q3 2021	3
FolioMetrix LLC	3	3	0.31%	0.35%	0.38%	Q4 2014	Q2 2015	3
CSM Advisors, LLC	3	3	2.25%	2.38%	2.51%	Q2 2021	Q4 2021	3
ZEKE CAPITAL ADVISORS, LLC	2	1	0.17%	0.32%	0.48%	Q4 2018	Q3 2022	3
SMITH SHELLNUT WILSON LLC /ADV	3	3	0.04%	0.05%	0.05%	Q1 2021	Q3 2021	3
SevenBridge Financial Group, LLC	3	3	0.01%	0.01%	0.01%	Q2 2016	Q4 2016	3
Optiver Holding B.V.	2	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	3
CUMBERLAND ADVISORS INC	3	3	3.25%	11.55%	16.33%	Q2 2013	Q4 2013	3
Avidian Wealth Solutions, LLC	3	3	0.52%	0.71%	0.83%	Q1 2023	Q3 2023	3
Everhart Financial Group, Inc.	3	3	0.10%	0.10%	0.11%	Q4 2022	Q2 2023	3
Ballew Advisors, Inc	3	3	0.03%	0.03%	0.04%	Q1 2018	Q3 2018	3
JANUS HENDERSON GROUP PLC	2	1	0.05%	0.06%	0.06%	Q4 2017	Q3 2018	3
Destination Wealth Management	2	1	0.00%	0.00%	0.00%	Q1 2018	Q4 2018	3
HAP Trading, LLC	2	2	0.00%	0.04%	0.11%	Q1 2016	Q2 2016	3
SkyView Investment Advisors, LLC	3	3	0.16%	0.16%	0.16%	Q4 2020	Q2 2021	3
CLIFFORD SWAN INVESTMENT COUNSEL LLC	2	1	0.06%	0.06%	0.07%	Q4 2014	Q4 2015	3
Parcion Private Wealth LLC	3	3	0.04%	0.05%	0.06%	Q2 2022	Q4 2022	3
Red Door Wealth Management, LLC	2	1	0.00%	0.00%	0.01%	Q1 2020	Q2 2021	3
Sterling Capital Management LLC	3	3	0.81%	0.99%	1.28%	Q1 2019	Q3 2019	3
CARY STREET PARTNERS ASSET MANAGEMENT LLC	3	3	0.01%	0.01%	0.01%	Q3 2022	Q1 2023	3
Hutchin Hill Capital, LP	2	1	0.11%	0.41%	0.82%	Q4 2013	Q3 2014	3
Core Wealth Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
CITY HOLDING CO	3	3	0.00%	0.00%	0.00%	Q3 2015	Q1 2016	3
Jane Street Holding, LLC	1	1	0.00%	0.01%	0.02%	Q4 2013	Q4 2013	3
Aris Wealth Services, Inc.	3	3	0.04%	0.07%	0.08%	Q1 2015	Q3 2015	3
EULAV Asset Management	3	3	0.07%	0.39%	0.77%	Q4 2015	Q2 2016	3
Argent Wealth Management LLC	3	3	0.39%	0.43%	0.46%	Q4 2019	Q2 2020	3
Strategic Income Management, LLC	3	3	3.83%	3.87%	3.93%	Q4 2014	Q2 2015	3
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Gratus Capital, LLC	3	3	0.04%	0.04%	0.05%	Q2 2021	Q4 2021	3
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	3	3	0.00%	0.01%	0.02%	Q1 2021	Q3 2021	3
Waratah Capital Advisors Ltd.	1	1	0.00%	0.12%	0.33%	Q1 2021	Q4 2022	3
RNC CAPITAL MANAGEMENT LLC	3	3	0.03%	0.03%	0.04%	Q2 2013	Q4 2013	3
Stratos Investment Management, LLC	3	3	0.04%	0.05%	0.08%	Q3 2021	Q1 2022	3
D'Orazio & Associates, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2016	Q3 2016	3
Dorsey Wright & Associates	2	1	0.15%	0.20%	0.25%	Q1 2014	Q4 2017	3
CAPITAL GUARDIAN TRUST CO	2	1	0.00%	0.00%	0.00%	Q3 2017	Q4 2018	3
WFA Asset Management Corp	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Farther Finance Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Invenomic Capital Management LP	2	1	0.03%	1.91%	3.81%	Q4 2019	Q3 2020	3
Corbenic Partners LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2021	3
Noble Family Wealth, LLC	3	3	1.53%	1.58%	1.61%	Q1 2023	Q3 2023	3
LEO BROKERAGE, LLC	2	1	0.02%	0.07%	0.13%	Q1 2022	Q2 2023	3
O'Connor Financial Group LLC	3	3	0.19%	0.22%	0.24%	Q1 2023	Q3 2023	3
Banco BTG Pactual S.A.	2	1	0.10%	0.14%	0.17%	Q3 2022	Q2 2023	3
Consolidated Portfolio Review Corp	3	3	0.08%	0.08%	0.09%	Q1 2023	Q3 2023	3
Venturi Wealth Management, LLC	3	3	0.00%	0.50%	0.79%	Q1 2023	Q3 2023	3
CIC Wealth, LLC	3	3	0.09%	0.10%	0.10%	Q4 2022	Q2 2023	3
GSB Wealth Management, LLC	3	3	0.23%	0.31%	0.37%	Q1 2023	Q3 2023	3
FURE FINANCIAL CORP	3	3	1.22%	1.87%	2.47%	Q3 2020	Q1 2021	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
New England Investment & Retirement Group, Inc.	3	3	2.51%	3.07%	4.12%	Q1 2015	Q3 2015	3
Glass Jacobson Investment Advisors llc	2	1	0.36%	0.37%	0.38%	Q4 2022	Q3 2023	3
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	2	1	0.02%	0.03%	0.03%	Q4 2013	Q1 2021	3
Forza Wealth Management, LLC	3	3	0.26%	0.27%	0.28%	Q1 2023	Q3 2023	3
Rafferty Asset Management, LLC	3	3	0.06%	0.56%	1.55%	Q2 2013	Q4 2013	3
BANK HAPOALIM BM	3	3	0.20%	0.21%	0.23%	Q4 2013	Q2 2014	3
Otter Creek Advisors, LLC	2	1	4.21%	6.90%	10.25%	Q2 2021	Q4 2022	3
Y-Intercept (Hong Kong) Ltd	2	1	0.07%	0.14%	0.22%	Q1 2021	Q2 2023	3
Pathway Financial Advisors LLC	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
ICA Group Wealth Management, LLC	3	3	0.00%	0.00%	0.01%	Q4 2022	Q2 2023	3
Procyon Advisors, LLC	3	3	0.05%	0.06%	0.06%	Q4 2019	Q2 2020	3
LMR Partners LLP	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
GREENWOOD GEARHART INC	3	3	0.03%	0.05%	0.06%	Q4 2020	Q2 2021	3
Boston Trust Walden Corp	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
Cribstone Capital Management, LLC	3	3	0.16%	0.44%	0.75%	Q2 2022	Q4 2022	3
TRANSATLANTIQUE PRIVATE WEALTH LLC	3	3	0.26%	0.27%	0.28%	Q1 2023	Q3 2023	3
Systematic Alpha Investments, LLC	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
Genesis Wealth Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q4 2014	Q2 2015	3
Verdence Capital Advisors LLC	3	3	0.05%	0.05%	0.06%	Q1 2023	Q3 2023	3
Sterling Investment Counsel, LLC	3	3	0.11%	0.13%	0.15%	Q4 2022	Q2 2023	3
East Coast Asset Management, LLC.	3	3	0.02%	0.03%	0.05%	Q4 2012	Q2 2013	3
Personal Wealth Partners	2	1	0.01%	0.01%	0.02%	Q3 2019	Q2 2021	3
PRUDENTIAL PLC	2	1	0.01%	0.01%	0.02%	Q2 2020	Q1 2021	3
Roof Eidam Maycock Peralta, LLC	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Manifold Partners, LLC	2	1	0.00%	0.17%	0.51%	Q4 2013	Q4 2015	3
Brown Shipley& Co Ltd	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
Kabarec Financial Advisors, Ltd.	3	3	7.06%	7.42%	8.14%	Q4 2017	Q2 2018	3
Tyler-Stone Wealth Management	3	3	0.07%	0.08%	0.08%	Q4 2021	Q2 2022	3
CenterStar Asset Management, LLC	1	1	0.00%	0.13%	0.36%	Q3 2019	Q3 2019	3
626 Financial, LLC	2	1	0.16%	0.18%	0.19%	Q4 2021	Q3 2022	3
Gallagher Fiduciary Advisors, LLC	3	3	0.02%	0.03%	0.03%	Q1 2023	Q3 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.03%	0.03%	0.03%	Q4 2017	Q3 2018	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.15%	0.35%	0.46%	Q4 2021	Q2 2022	3
Weaver Consulting Group	3	3	0.00%	0.00%	0.00%	Q1 2020	Q3 2020	3
Spouting Rock Asset Management, LLC	2	1	0.05%	0.06%	0.07%	Q4 2019	Q1 2021	3
K.J. Harrison & Partners Inc	3	3	0.14%	0.27%	0.35%	Q4 2020	Q2 2021	3
Apriem Advisors	2	1	0.00%	0.01%	0.01%	Q4 2016	Q2 2018	3
SENTINEL ASSET MANAGEMENT, INC.	2	1	0.04%	0.63%	1.14%	Q3 2014	Q4 2015	3
New Legacy Group, LLC	2	1	0.05%	0.22%	0.53%	Q4 2021	Q2 2023	3
TCG Advisors, LP	3	3	0.09%	1.00%	2.82%	Q4 2018	Q2 2019	3
BURNS J W & CO INC/NY	3	3	0.39%	0.40%	0.41%	Q2 2013	Q4 2013	3
Gleason Group, Inc.	2	1	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	3
ATWOOD & PALMER INC	2	1	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	3
Headlands Technologies LLC	2	1	0.02%	0.05%	0.08%	Q4 2022	Q3 2023	3
SAXON INTERESTS, INC.	3	3	0.24%	0.45%	0.79%	Q1 2022	Q3 2022	3
Winch Advisory Services, LLC	3	3	0.00%	0.00%	0.00%	Q1 2014	Q3 2014	3
Calamos Advisors LLC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q4 2018	2
Clear Creek Financial Management, LLC	2	2	0.10%	0.12%	0.14%	Q3 2020	Q4 2020	2
BRADLEY FOSTER & SARGENT INC/CT	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Montibus Capital Management LLC	2	2	1.51%	1.60%	1.68%	Q2 2013	Q3 2013	2
Horizon Investments, LLC	1	1	0.11%	1.85%	3.59%	Q2 2013	Q1 2016	2
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1	1	0.02%	0.07%	0.12%	Q4 2018	Q4 2021	2
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.04%	0.06%	0.08%	Q1 2016	Q3 2019	2
SUMMIT CAPITAL MANAGEMENT LLC	2	2	2.84%	2.88%	2.92%	Q2 2015	Q3 2015	2
RATIONAL ADVISORS LLC	2	2	0.04%	0.04%	0.04%	Q1 2012	Q2 2012	2
F3Logic, LLC	1	1	0.06%	0.12%	0.17%	Q3 2020	Q4 2022	2
Modus Advisors, LLC	1	1	0.01%	0.02%	0.04%	Q2 2020	Q2 2021	2
PRECEPT MANAGEMENT LLC	1	1	0.56%	1.62%	2.70%	Q1 2022	Q1 2023	2
Madden Advisory Services, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2014	Q3 2014	2
Signator Financial Services, Inc.	2	2	0.90%	0.92%	0.93%	Q2 2013	Q3 2013	2
AMJ Financial Wealth Management	2	2	0.56%	0.70%	0.83%	Q4 2020	Q1 2021	2
Lion Street Advisors, LLC	1	1	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	2
Lloyd Advisory Services, LLC.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q1 2022	2
Biltmore Family Office, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
BlueCrest Capital Management Ltd	1	1	0.02%	0.03%	0.05%	Q2 2021	Q4 2021	2
Wealth Quarterback LLC	2	2	0.01%	0.02%	0.02%	Q4 2019	Q1 2020	2
Berkshire Money Management, Inc.	2	2	8.59%	9.99%	11.40%	Q4 2013	Q1 2014	2
RMR Wealth Builders	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
Fragasso Group Inc.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Spotlight Asset Group, Inc.	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Ground Swell Capital, LLC	2	2	1.92%	8.99%	16.05%	Q3 2021	Q4 2021	2
Fortis Group Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.06%	0.06%	0.06%	Q4 2014	Q1 2015	2
Solstein Capital, LLC	2	2	0.22%	0.23%	0.24%	Q1 2021	Q2 2021	2
Arbiter Partners Capital Management LLC	2	2	5.39%	7.59%	9.80%	Q3 2022	Q4 2022	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.08%	0.16%	0.24%	Q2 2013	Q3 2013	2
Baron Financial Group, LLC	2	2	0.01%	0.01%	0.01%	Q3 2020	Q4 2020	2
Nichols Asset Management LLC	2	2	0.06%	0.06%	0.07%	Q3 2015	Q4 2015	2
NBW CAPITAL LLC	2	2	1.66%	1.69%	1.72%	Q2 2023	Q3 2023	2
ING GROEP NV	2	2	0.01%	0.04%	0.06%	Q3 2017	Q4 2017	2
QS Investors, LLC	2	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2018	2
GoalVest Advisory LLC	1	1	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	2
CGN Advisors LLC	2	2	0.03%	0.03%	0.03%	Q3 2023	Q4 2023	2
FLAGSTAR ADVISORS INC	1	1	0.05%	0.05%	0.05%	Q3 2021	Q3 2022	2
Altus Wealth Group LLC	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
Elite Wealth Management, Inc.	2	2	0.01%	0.01%	0.01%	Q1 2014	Q2 2014	2
Lombard Odier Asset Management (USA) Corp	2	2	0.19%	1.53%	2.87%	Q2 2021	Q3 2021	2
Mach-1 Financial Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
ArrowMark Colorado Holdings LLC	2	2	0.11%	0.15%	0.20%	Q2 2017	Q3 2017	2
Northwest Capital Management Inc	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
TRUSTCORE FINANCIAL SERVICES, LLC	1	1	0.00%	0.00%	0.01%	Q1 2020	Q4 2020	2
Banyan Partners, LLC	2	2	0.03%	0.03%	0.03%	Q3 2013	Q4 2013	2
DRW Securities, LLC	1	1	0.04%	0.10%	0.17%	Q2 2013	Q4 2013	2
Virtue Capital Management, LLC	2	2	0.00%	0.01%	0.01%	Q4 2017	Q1 2018	2
DDD Partners, LLC	2	2	0.12%	0.13%	0.14%	Q1 2018	Q2 2018	2
Kowal Investment Group, LLC	2	2	0.06%	0.06%	0.07%	Q2 2023	Q3 2023	2
PVG Asset Management	2	2	0.19%	0.20%	0.21%	Q4 2014	Q1 2015	2
OSTERWEIS CAPITAL MANAGEMENT INC	2	2	0.12%	0.12%	0.12%	Q3 2019	Q4 2019	2
Tower View Wealth Management LLC	2	2	0.00%	0.00%	0.00%	Q3 2022	Q4 2022	2
Paradigm, Strategies in Wealth Management, LLC	2	2	0.04%	0.05%	0.05%	Q1 2021	Q2 2021	2
TECTONIC ADVISORS LLC	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
O'Neil Global Advisors, Inc.	2	2	0.11%	0.91%	1.71%	Q4 2022	Q1 2023	2
Leisure Capital Management	1	1	0.26%	0.78%	1.31%	Q4 2021	Q4 2022	2
Caerus Investment Advisors, LLC	2	2	0.44%	0.45%	0.46%	Q2 2022	Q3 2022	2
Well Done, LLC	1	1	0.01%	0.03%	0.05%	Q1 2018	Q4 2018	2
Mill Capital Management, LLC	2	2	0.00%	0.01%	0.01%	Q4 2021	Q1 2022	2
Pacific Center for Financial Services	1	1	0.00%	0.00%	0.00%	Q3 2021	Q2 2022	2
KENNEDY CAPITAL MANAGEMENT LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
OLD MISSION CAPITAL, LLC	1	1	0.02%	0.03%	0.04%	Q4 2016	Q4 2020	2
Summit Financial Wealth Advisors, LLC	2	2	0.11%	0.18%	0.24%	Q4 2015	Q1 2016	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	1	1	0.20%	0.20%	0.21%	Q1 2022	Q3 2022	2
Wallington Asset Management, LLC	1	1	0.00%	0.01%	0.01%	Q1 2014	Q4 2014	2
Sandy Cove Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.14%	0.16%	0.17%	Q2 2013	Q3 2013	2
RESOLUTE FINANCIAL, LLC	2	2	0.16%	0.17%	0.17%	Q4 2021	Q1 2022	2
Doyle Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	2
Morton Brown Family Wealth, LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
Patten Group, Inc.	1	1	0.01%	0.01%	0.02%	Q1 2018	Q4 2018	2
HFG Advisors, Inc.	2	2	0.23%	0.24%	0.26%	Q4 2021	Q1 2022	2
Carroll Investors, Inc	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
WBI INVESTMENTS, LLC	1	1	0.02%	0.05%	0.09%	Q4 2017	Q2 2018	2
SageView Advisory Group, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Strategic Wealth Partners, Ltd.	2	2	1.63%	1.67%	1.71%	Q3 2020	Q4 2020	2
Diametric Capital, LP	2	2	1.08%	1.33%	1.58%	Q2 2020	Q3 2020	2
Fortitude Advisory Group L.L.C.	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
ANGELES WEALTH MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q3 2022	Q4 2022	2
WealthPlan Investment Management, LLC	2	2	0.03%	0.03%	0.03%	Q3 2022	Q4 2022	2
Catalyst Wealth Management, LLC	2	2	0.46%	0.46%	0.47%	Q4 2022	Q1 2023	2
Redwood Investment Management, LLC	1	1	0.40%	0.65%	0.90%	Q4 2017	Q4 2018	2
NORTHERN TRUST CO OF CONNECTICUT	2	2	0.00%	0.01%	0.01%	Q2 2013	Q3 2013	2
Pointe Capital Management LLC	1	1	0.09%	0.41%	0.72%	Q4 2016	Q1 2023	2
Fiduciary Alliance LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	2
Tradeworx Inc.	2	2	0.12%	0.17%	0.22%	Q4 2013	Q1 2014	2
OLD SECOND NATIONAL BANK OF AURORA	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
New Hampshire Trust	2	2	0.02%	0.02%	0.02%	Q4 2022	Q1 2023	2
Gainplan LLC	1	1	20.87%	22.92%	24.97%	Q2 2020	Q4 2020	2
Register Financial Advisors LLC	2	2	0.01%	0.01%	0.02%	Q4 2022	Q1 2023	2
Icon Wealth Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q3 2022	Q4 2022	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
MARCO INVESTMENT MANAGEMENT LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
WP Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q2 2018	Q3 2018	2
Copperwynd Financial, LLC	2	2	1.30%	1.43%	1.55%	Q4 2020	Q1 2021	2
Eversept Partners, LP	2	2	0.03%	0.86%	1.68%	Q4 2021	Q1 2022	2
HMS Capital Management, LLC	2	2	0.24%	0.26%	0.27%	Q2 2022	Q3 2022	2
ORG Partners LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
American Financial Network Advisory Services LLC	2	2	0.07%	0.07%	0.07%	Q3 2017	Q4 2017	2
MCIA Inc	2	2	0.01%	0.01%	0.01%	Q2 2017	Q3 2017	2
Cherry Tree Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.04%	0.04%	0.05%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.05%	0.08%	0.11%	Q2 2023	Q3 2023	2
Greenline Partners, LLC	2	2	0.17%	0.17%	0.18%	Q2 2022	Q3 2022	2
Armstrong, Fleming & Moore, Inc	2	2	0.41%	0.41%	0.42%	Q2 2023	Q3 2023	2
Sterling Financial Group, Inc.	2	2	0.22%	0.22%	0.22%	Q4 2022	Q1 2023	2
Peoples Bank/KS	2	2	0.02%	0.02%	0.02%	Q3 2023	Q4 2023	2
Perennial Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
Crow Point Partners, LLC	1	1	0.23%	0.95%	1.68%	Q2 2018	Q4 2019	2
Redwood Investments, LLC	1	1	0.03%	0.12%	0.21%	Q4 2018	Q4 2022	2
GOFEN & GLOSSBERG LLC /IL/	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
Ullmann Wealth Partners Group, LLC	2	2	0.06%	0.06%	0.06%	Q1 2017	Q2 2017	2
SOLARIS ASSET MANAGEMENT LLC	1	1	0.00%	0.01%	0.02%	Q3 2016	Q3 2017	2
Russell Investments Group, Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
HAZLETT, BURT & WATSON, INC.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
COWEN AND COMPANY, LLC	2	2	1.04%	1.13%	1.22%	Q2 2021	Q3 2021	2
Cedar Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2018	2
HORIZON BANCORP INC /IN/	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
COZAD ASSET MANAGEMENT INC	2	2	0.05%	0.06%	0.06%	Q2 2020	Q3 2020	2
SOL Capital Management CO	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
RENAISSANCE GROUP LLC	1	1	0.01%	0.02%	0.02%	Q4 2018	Q4 2019	2
LGL PARTNERS, LLC	2	2	0.30%	0.32%	0.35%	Q2 2023	Q3 2023	2
Buffington Mohr McNeal	1	1	0.02%	0.06%	0.09%	Q1 2019	Q4 2021	2
Guild Investment Management, Inc.	2	2	3.78%	6.02%	8.26%	Q2 2018	Q3 2018	2
Exchange Capital Management, Inc.	1	1	0.00%	0.09%	0.17%	Q4 2014	Q3 2018	2
MAIRS & POWER INC	1	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	2
AMERICAN CENTURY COMPANIES INC	1	1	0.00%	0.01%	0.01%	Q1 2020	Q1 2021	2
Black Swift Group, LLC	2	2	0.22%	0.36%	0.50%	Q3 2020	Q4 2020	2
ProVise Management Group, LLC	2	2	0.06%	0.06%	0.06%	Q2 2017	Q3 2017	2
SCS Capital Management LLC	2	2	0.01%	0.01%	0.01%	Q1 2022	Q2 2022	2
GUGGENHEIM CAPITAL LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q1 2015	2
NATIXIS	2	2	0.06%	0.07%	0.07%	Q4 2017	Q1 2018	2
COLUMBUS CIRCLE INVESTORS	1	1	0.00%	0.01%	0.02%	Q4 2015	Q4 2018	2
WATER ISLAND CAPITAL LLC	2	2	0.07%	0.11%	0.16%	Q3 2016	Q4 2016	2
SHEPHERD KAPLAN KROCHUK, LLC	1	1	0.05%	0.06%	0.08%	Q3 2015	Q3 2016	2
SEI TRUST CO	1	1	0.00%	0.08%	0.16%	Q2 2013	Q4 2013	2
BAMCO INC /NY/	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	2
HWG Holdings LP	2	2	0.43%	1.36%	2.29%	Q2 2018	Q3 2018	2
Heritage Financial Services, LLC	1	1	0.08%	0.12%	0.16%	Q4 2021	Q2 2022	2
BRIDGES INVESTMENT COUNSEL INC/	2	2	0.05%	0.05%	0.05%	Q3 2015	Q4 2015	2
PECAUT & CO.	2	2	0.05%	0.08%	0.11%	Q3 2018	Q4 2018	2
McGuire Investment Group, LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Kavar Capital Partners, LLC	2	2	0.03%	0.03%	0.03%	Q4 2013	Q1 2014	2
Crosspoint Capital Strategies, LLC	1	1	0.00%	0.01%	0.02%	Q4 2015	Q2 2017	2
Ameritas Investment Partners, Inc.	1	1	0.00%	0.06%	0.13%	Q2 2013	Q2 2019	2
Tarbox Family Office, Inc.	2	2	0.01%	0.01%	0.01%	Q4 2013	Q1 2014	2
Foundations Investment Advisors, LLC	1	1	0.01%	1.31%	2.62%	Q1 2019	Q3 2023	2
Vontobel Holding Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
1492 Capital Management LLC	1	1	0.12%	0.22%	0.32%	Q3 2014	Q4 2018	2
Main Management LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Hamilton Point Investment Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Alpine Global Management, LLC	1	1	0.04%	0.06%	0.08%	Q2 2021	Q2 2023	2
Outlook Wealth Advisors, LLC	2	2	0.56%	0.57%	0.59%	Q4 2020	Q1 2021	2
Edge Capital Group, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
First Light Asset Management, LLC	1	1	0.07%	0.19%	0.32%	Q2 2022	Q4 2022	2
MA Private Wealth	2	2	0.08%	0.12%	0.16%	Q4 2018	Q1 2019	2
Bristlecone Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q1 2023	2
ERTS Wealth Advisors, LLC	2	2	0.01%	0.02%	0.03%	Q4 2018	Q1 2019	2
Inscription Capital, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Arete Wealth Advisors, LLC	2	2	0.24%	0.25%	0.27%	Q1 2015	Q2 2015	2
Mirae Asset Global Investments Co., Ltd.	2	2	0.00%	0.00%	0.01%	Q1 2014	Q2 2014	2
SPINNAKER TRUST	2	2	0.04%	0.04%	0.04%	Q2 2013	Q3 2013	2
Bridgewater Advisors Inc.	2	2	0.10%	0.11%	0.12%	Q2 2021	Q3 2021	2
BW Gestao de Investimentos Ltda.	2	2	2.12%	2.50%	2.89%	Q2 2023	Q3 2023	2
Idaho Trust Bank	2	2	1.90%	1.92%	1.94%	Q2 2023	Q3 2023	2
ARMOR ADVISORS, L.L.C.	2	2	6.62%	7.30%	7.98%	Q3 2021	Q4 2021	2
BBVA USA	2	2	2.20%	2.20%	2.20%	Q2 2021	Q3 2021	2
Riggs Asset Managment Co. Inc.	2	2	4.89%	4.95%	5.02%	Q1 2015	Q2 2015	2
MEITAV INVESTMENT HOUSE LTD	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
Aristotle Capital Boston, LLC	1	1	0.59%	0.59%	0.59%	Q4 2016	Q4 2016	1
RBF Capital, LLC	1	1	0.03%	0.03%	0.03%	Q4 2016	Q4 2016	1
Gallagher Benefit Services, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
REBALANCE, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Doman Group, LLC	1	1	0.30%	0.30%	0.30%	Q4 2021	Q4 2021	1
SANDERS MORRIS HARRIS LLC	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
Glassy Mountain Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Thinkbetter Group LLC	1	1	4.33%	4.33%	4.33%	Q3 2021	Q3 2021	1
ICONIQ Capital, LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
My Personal CFO, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Penobscot Investment Management Company, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
High Net Worth Advisory Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Inspire Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
CLEAR STREET MARKETS LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Coury Firm Asset Management LLC	1	1	0.19%	0.19%	0.19%	Q1 2022	Q1 2022	1
NBT BANK N A /NY	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
TOWER TRUST Co	1	1	0.55%	0.55%	0.55%	Q1 2014	Q1 2014	1
MAYPORT, LLC	1	1	0.17%	0.17%	0.17%	Q4 2021	Q4 2021	1
Permit Capital Advisors, LLC	1	1	0.51%	0.51%	0.51%	Q1 2022	Q1 2022	1
Eudaimonia Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Measured Wealth Private Client Group, LLC	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
U.S. Capital Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
BUCKINGHAM CAPITAL MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Plancorp, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Shamrock Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
Cowen Prime Services LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
WEXFORD CAPITAL LP	1	1	0.62%	0.62%	0.62%	Q3 2022	Q3 2022	1
Plaisance Capital LLC	1	1	0.39%	0.39%	0.39%	Q1 2021	Q1 2021	1
Presidio Capital Management, LLC	1	1	0.24%	0.24%	0.24%	Q4 2021	Q4 2021	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Price Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Tourbillon Capital Partners, L.P.	1	1	5.48%	5.48%	5.48%	Q2 2016	Q2 2016	1
Hardy Reed LLC	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
Filbrandt Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Coppell Advisory Solutions Corp.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Elk Creek Partners, LLC	1	1	1.29%	1.29%	1.29%	Q1 2020	Q1 2020	1
Consolidated Planning Corp	1	1	0.08%	0.08%	0.08%	Q3 2021	Q3 2021	1
MKP Capital Management, L.L.C.	1	1	3.96%	3.96%	3.96%	Q1 2021	Q1 2021	1
Principle Wealth Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Laurion Capital Management LP	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Gillson Capital LP	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
HANSEATIC MANAGEMENT SERVICES INC	1	1	0.02%	0.02%	0.02%	Q2 2015	Q2 2015	1
Arlington Partners LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Sage Financial Management Group, Inc.	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
SILVER OAK SECURITIES, INCORPORATED	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
DAYMARK WEALTH PARTNERS, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Advocacy Wealth Management Services, LLC	1	1	0.05%	0.05%	0.05%	Q4 2015	Q4 2015	1
MADDEN SECURITIES Corp	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
MANCHESTER FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Chessman Wealth Strategies RIA	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Orgel Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Evolution Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Cynosure Group, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
WealthOne, LLC	1	1	0.24%	0.24%	0.24%	Q3 2021	Q3 2021	1
PACIFIC CAPITAL WEALTH ADVISORS, INC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Heritage Wealth Advisors	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
SHUFRO ROSE & CO LLC	1	1	0.52%	0.52%	0.52%	Q4 2022	Q4 2022	1
Lombard Odier Asset Management (Switzerland) SA	1	1	2.86%	2.86%	2.86%	Q3 2022	Q3 2022	1
Davis Investment Partners, LLC	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
N.E.W. Advisory Services LLC	1	1	0.06%	0.06%	0.06%	Q4 2020	Q4 2020	1
WESTWOOD HOLDINGS GROUP INC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Princeton Alpha Management LP	1	1	0.06%	0.06%	0.06%	Q1 2014	Q1 2014	1
Financial Advisors Network, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Angeles Investment Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
CONNABLE OFFICE INC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
HOLT-SMITH ADVISORS INC	1	1	6.52%	6.52%	6.52%	Q2 2013	Q2 2013	1
Fort Baker Capital Management LP	1	1	0.91%	0.91%	0.91%	Q1 2021	Q1 2021	1
Regent Peak Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
FNY Investment Advisers, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Independent Advisor Alliance	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
Robbie L. Kennerson P.A., Inc.	1	1	0.28%	0.28%	0.28%	Q4 2022	Q4 2022	1
Delta Financial Group, Inc.	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
BRANDYWINE OAK PRIVATE WEALTH LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
PRENTISS SMITH & CO INC	1	1	0.07%	0.07%	0.07%	Q1 2015	Q1 2015	1
Menard Financial Group LLC	1	1	1.46%	1.46%	1.46%	Q4 2019	Q4 2019	1
LEE DANNER & BASS INC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
O'Dell Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Redhawk Wealth Advisors, Inc.	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
Lakewood Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
WITTENBERG INVESTMENT MANAGEMENT, INC.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
EAGLE BOSTON INVESTMENT MANAGEMENT INC	1	1	1.56%	1.56%	1.56%	Q1 2015	Q1 2015	1
REFRAME WEALTH, LLC	1	1	1.76%	1.76%	1.76%	Q4 2022	Q4 2022	1
First Capital Advisors Group, LLC.	1	1	0.05%	0.05%	0.05%	Q1 2018	Q1 2018	1
NWK Group, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Pension Partners, LLC	1	1	7.42%	7.42%	7.42%	Q4 2013	Q4 2013	1
Almanack Investment Partners, LLC.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
WESPAC Advisors SoCal, LLC	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Strategies Wealth Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
GREENWOOD CAPITAL ASSOCIATES LLC	1	1	0.16%	0.16%	0.16%	Q3 2022	Q3 2022	1
EWG Elevate Inc.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Glovista Investments LLC	1	1	1.02%	1.02%	1.02%	Q3 2016	Q3 2016	1
Impact Partnership Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Blume Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	1	1	1.51%	1.51%	1.51%	Q4 2022	Q4 2022	1
BROWN WEALTH MANAGEMENT, LLC	1	1	0.26%	0.26%	0.26%	Q2 2023	Q2 2023	1
HawsGoodwin Investment Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
LJI Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Salomon & Ludwin, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Clarfeld Financial Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
HighMark Wealth Management LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
AlphaCore Capital LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Pinkerton Retirement Specialists, LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	1.09%	1.09%	1.09%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Americana Partners, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
SYNTAX RESEARCH, INC.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
United Community Bank	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Zimmer Partners, LP	1	1	0.35%	0.35%	0.35%	Q1 2020	Q1 2020	1
STRATEGIC WEALTH MANAGEMENT INC	1	1	1.03%	1.03%	1.03%	Q4 2014	Q4 2014	1
ROMANO BROTHERS AND COMPANY	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Osborn Williams & Donohoe LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Financial Insights, Inc.	1	1	0.13%	0.13%	0.13%	Q2 2021	Q2 2021	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	0.76%	0.76%	0.76%	Q1 2015	Q1 2015	1
PERSONAL CFO SOLUTIONS, LLC	1	1	0.26%	0.26%	0.26%	Q1 2020	Q1 2020	1
Fortress Investment Group LLC	1	1	0.13%	0.13%	0.13%	Q3 2014	Q3 2014	1
Summit X, LLC	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
LOOMIS SAYLES & CO L P	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
EMORY UNIVERSITY	1	1	2.03%	2.03%	2.03%	Q2 2011	Q2 2011	1
JSF Financial, LLC	1	1	0.63%	0.63%	0.63%	Q4 2021	Q4 2021	1
Mariner Wealth Advisors-NYC, LLC	1	1	3.31%	3.31%	3.31%	Q1 2015	Q1 2015	1
Financial Gravity Companies, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Colonial Trust Advisors	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Jackson Wealth Management, LLC	1	1	1.01%	1.01%	1.01%	Q3 2015	Q3 2015	1
FRONTIER CAPITAL MANAGEMENT CO LLC	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
SOCIETE GENERALE	1	1	0.26%	0.26%	0.26%	Q2 2016	Q2 2016	1
PREMIER ASSET MANAGEMENT LLC	1	1	0.39%	0.39%	0.39%	Q4 2019	Q4 2019	1
HEADINVEST, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Moisand Fitzgerald Tamayo, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
INTEGRATED CAPITAL MANAGEMENT, INC.	1	1	9.68%	9.68%	9.68%	Q1 2023	Q1 2023	1
Pflug Koory, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
JFG Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q2 2022	Q2 2022	1
Indiana Trust & Investment Management CO	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Capital Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Covenant Multifamily Offices, LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
CAPITAL ONE, NATIONAL ASSOCIATION	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Rather & Kittrell, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
TREMBLANT CAPITAL GROUP	1	1	2.87%	2.87%	2.87%	Q1 2015	Q1 2015	1
Scion Asset Management	1	1	3.13%	3.13%	3.13%	Q1 2021	Q1 2021	1
St. Johns Investment Management Company, LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Beaumont Financial Partners, LLC	1	1	0.18%	0.18%	0.18%	Q1 2017	Q1 2017	1
KABOUTER MANAGEMENT, LLC	1	1	7.68%	7.68%	7.68%	Q4 2022	Q4 2022	1
Ergoteles LLC	1	1	0.07%	0.07%	0.07%	Q2 2021	Q2 2021	1
Passport Capital, LLC	1	1	0.20%	0.20%	0.20%	Q1 2015	Q1 2015	1
Paulson Wealth Management Inc.	1	1	0.07%	0.07%	0.07%	Q4 2017	Q4 2017	1
Edge Wealth Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
SII INVESTMENTS INC/WI	1	1	0.23%	0.23%	0.23%	Q1 2014	Q1 2014	1
PHILLIPS FINANCIAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Nokomis Capital, L.L.C.	1	1	2.52%	2.52%	2.52%	Q3 2018	Q3 2018	1
Your Advocates Ltd., LLP	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Sound View Wealth Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q1 2019	Q1 2019	1
CKW FINANCIAL GROUP	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Summit Creek Advisors LLC	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
Chapwood Capital Investment Management, LLC	1	1	0.32%	0.32%	0.32%	Q4 2019	Q4 2019	1
MCDONALD PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
WJ Wealth Management, LLC	1	1	1.25%	1.25%	1.25%	Q4 2019	Q4 2019	1
FFT WEALTH MANAGEMENT LLC	1	1	0.74%	0.74%	0.74%	Q2 2017	Q2 2017	1
PIPER SANDLER & CO.	1	1	2.28%	2.28%	2.28%	Q1 2018	Q1 2018	1
Point72 Asset Management, L.P.	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Perennial Investment Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q4 2019	Q4 2019	1
Independent Portfolio Consultants, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
WASHINGTON CAPITAL MANAGEMENT, INC	1	1	0.23%	0.23%	0.23%	Q1 2016	Q1 2016	1
Hood River Capital Management LLC	1	1	0.25%	0.25%	0.25%	Q3 2020	Q3 2020	1
Princeton Global Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Antonetti Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
SCOPUS ASSET MANAGEMENT, L.P.	1	1	0.52%	0.52%	0.52%	Q3 2021	Q3 2021	1
Bryn Mawr Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
MBE Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
RESOURCES MANAGEMENT CORP /CT/ /ADV	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Avestar Capital, LLC	1	1	0.14%	0.14%	0.14%	Q1 2020	Q1 2020	1
AXS Investments LLC	1	1	0.20%	0.20%	0.20%	Q3 2021	Q3 2021	1
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	1	1	0.08%	0.08%	0.08%	Q1 2020	Q1 2020	1
Tygh Capital Management, Inc.	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Thomasville National Bank	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
Winthrop Advisory Group LLC	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
SeaBridge Investment Advisors LLC	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
Watson Rebecca	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
BEACON INVESTMENT ADVISORY SERVICES, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
PEREGRINE CAPITAL MANAGEMENT LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Reby Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q4 2020	Q4 2020	1
Brightworth	1	1	0.38%	0.38%	0.38%	Q4 2015	Q4 2015	1
FMA ADVISORY INC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.46%	0.46%	0.46%	Q1 2017	Q1 2017	1
SELZ CAPITAL LLC	1	1	0.62%	0.62%	0.62%	Q3 2014	Q3 2014	1
Strategic Blueprint, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
Westpark Management, LLC	1	1	0.11%	0.11%	0.11%	Q1 2022	Q1 2022	1
Laird Norton Wetherby Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
IPG Investment Advisors LLC	1	1	0.10%	0.10%	0.10%	Q1 2021	Q1 2021	1
GENWORTH FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
HNP Capital LLC	1	1	1.19%	1.19%	1.19%	Q1 2020	Q1 2020	1
NBC SECURITIES, INC.	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Power Corp of Canada	1	1	0.10%	0.10%	0.10%	Q1 2022	Q1 2022	1
Great Diamond Partners, LLC	1	1	1.42%	1.42%	1.42%	Q1 2021	Q1 2021	1
HORIZON FINANCIAL SERVICES, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
BROADVIEW ADVISORS LLC	1	1	0.36%	0.36%	0.36%	Q1 2019	Q1 2019	1
NEXT Financial Holdings	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
FALCON POINT CAPITAL, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
JAMES INVESTMENT RESEARCH INC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
CPWM, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Global Wealth Management Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
NOMURA ASSET MANAGEMENT CO LTD	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Copeland Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
TDAM USA INC.	1	1	0.07%	0.07%	0.07%	Q3 2013	Q3 2013	1
TD Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Lighthouse Financial Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
KNIGHT CAPITAL GROUP LLC	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
CHICAGO EQUITY PARTNERS LLC	1	1	0.11%	0.11%	0.11%	Q1 2019	Q1 2019	1
LEAVELL INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2010	Q2 2010	1
Laidlaw Wealth Management LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Sterling Investment Advisors, Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Interchange Capital Partners, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Oxler Private Wealth LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Claybrook Capital, LLC	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
Lynwood Capital Management Inc.	1	1	0.31%	0.31%	0.31%	Q2 2023	Q2 2023	1
Meridian Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Safeguard Investment Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
REGENTATLANTIC CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
PVG ASSET MANAGEMENT CORP	1	1	0.31%	0.31%	0.31%	Q3 2016	Q3 2016	1
Strategic Capital Alternatives LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Twin Lakes Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1	1	0.11%	0.11%	0.11%	Q1 2017	Q1 2017	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Levy Wealth Management Group, LLC	1	1	1.45%	1.45%	1.45%	Q4 2021	Q4 2021	1
Nantahala Capital Management	1	1	2.66%	2.66%	2.66%	Q2 2021	Q2 2021	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Pacific Wealth Management	1	1	0.20%	0.20%	0.20%	Q1 2021	Q1 2021	1
IFC Holdings Incorporated/FL	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
FormulaFolio Investments, LLC	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
CENTRAL BANK & TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Pinnacle Wealth Advisors	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
J.P. Turner & Co Capital Mnagement, LLC	1	1	0.20%	0.20%	0.20%	Q4 2014	Q4 2014	1
Guardian Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
CALTON & ASSOCIATES, INC.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
JHL Capital Group LLC	1	1	15.87%	15.87%	15.87%	Q4 2015	Q4 2015	1
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
TRADITION CAPITAL MANAGEMENT LLC	1	1	0.10%	0.10%	0.10%	Q4 2017	Q4 2017	1
Moss Adams Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
ORRSTOWN FINANCIAL SERVICES INC	1	1	0.03%	0.03%	0.03%	Q1 2016	Q1 2016	1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Choice Wealth Advisors, LLC	1	1	0.32%	0.32%	0.32%	Q2 2022	Q2 2022	1
Diversified, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
NAVELLIER & ASSOCIATES INC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP	1	1	6.22%	6.22%	6.22%	Q3 2015	Q3 2015	1
CROSSLINK CAPITAL INC	1	1	0.24%	0.24%	0.24%	Q2 2019	Q2 2019	1
ForthRight Wealth Management, LLC	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
Fusion Family Wealth LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Concorde Asset Management, LLC	1	1	0.14%	0.14%	0.14%	Q2 2019	Q2 2019	1
TUCKER ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Accuvest Global Advisors	1	1	1.24%	1.24%	1.24%	Q3 2013	Q3 2013	1
TRUE Private Wealth Advisors	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Level Financial Advisors	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Monterey Private Wealth, Inc.	1	1	0.51%	0.51%	0.51%	Q1 2022	Q1 2022	1
Accurate Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
GFS Private Wealth, LLC	1	1	5.78%	5.78%	5.78%	Q4 2017	Q4 2017	1
GETCO Holding Company, LLC	1	1	0.38%	0.38%	0.38%	Q2 2013	Q2 2013	1
Topel & Distasi Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
AIGH Capital Management LLC	1	1	5.04%	5.04%	5.04%	Q1 2021	Q1 2021	1
Legacy Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Schonfeld Strategic Advisors LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Athanor Capital, LP	1	1	0.41%	0.41%	0.41%	Q4 2019	Q4 2019	1
Silver Bridge Capital Management LLC	1	1	0.06%	0.06%	0.06%	Q2 2013	Q2 2013	1
Godshalk Welsh Capital Management, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2014	Q4 2014	1
DMC Group, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
Castle Rock Wealth Management, LLC	1	1	0.33%	0.33%	0.33%	Q1 2022	Q1 2022	1
Jump Financial, LLC	1	1	0.11%	0.11%	0.11%	Q3 2021	Q3 2021	1
Senator Investment Group LP	1	1	4.06%	4.06%	4.06%	Q2 2018	Q2 2018	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	1.66%	1.66%	1.66%	Q2 2013	Q2 2013	1
Legato Capital Management LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
TAP Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
NewFocus Financial Group, LLC	1	1	0.12%	0.12%	0.12%	Q4 2015	Q4 2015	1
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	1	1	1.78%	1.78%	1.78%	Q3 2013	Q3 2013	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Forefront Analytics, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
MWA Asset Management	1	1	1.19%	1.19%	1.19%	Q3 2023	Q3 2023	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Lake Point Wealth Management	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Kolinsky Wealth Management, LLC	1	1	0.44%	0.44%	0.44%	Q4 2021	Q4 2021	1
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Cornerstone Advisory, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
CUE ADVISORY SERVICES, INC.	1	1	0.18%	0.18%	0.18%	Q1 2016	Q1 2016	1
Efficient Market Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
KCS Wealth Advisory	1	1	0.03%	0.03%	0.03%	Q3 2019	Q3 2019	1
Tradewinds Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
TFC Financial Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Steward Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
HOWARD FINANCIAL SERVICES, LTD.	1	1	0.17%	0.17%	0.17%	Q4 2018	Q4 2018	1
Solidarity Wealth, LLC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
GFS Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
DAVENPORT & Co LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
TCWP LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Alaska Permanent Capital Management	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Klaas Financial Asset Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Next Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
Cox Capital Mgt LLC	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
Providence Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
tru Independence LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
All Season Financial Advisors, Inc.	1	1	0.54%	0.54%	0.54%	Q2 2022	Q2 2022	1
Nuveen Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Goelzer Investment Management, Inc.	1	1	0.06%	0.06%	0.06%	Q1 2013	Q1 2013	1
RVW Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
MD Financial Management Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Venture Visionary Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Operose Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
SIGNET MANAGEMENT USA, LLC	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
Indaba Capital Management, L.P.	1	1	4.04%	4.04%	4.04%	Q3 2021	Q3 2021	1
Portfolio Strategies Inc	1	1	7.74%	7.74%	7.74%	Q4 2013	Q4 2013	1
OBERWEIS ASSET MANAGEMENT INC/	1	1	0.11%	0.11%	0.11%	Q4 2018	Q4 2018	1
Sessa Capital IM, L.P.	1	1	2.20%	2.20%	2.20%	Q1 2021	Q1 2021	1
Retirement Planning Co of New England, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Kessler Investment Group, LLC	1	1	0.07%	0.07%	0.07%	Q1 2022	Q1 2022	1
Julex Capital Management, LLC	1	1	2.77%	2.77%	2.77%	Q1 2019	Q1 2019	1
Price Capital Management, Inc.	1	1	24.14%	24.14%	24.14%	Q1 2022	Q1 2022	1
Lebenthal Wealth Advisors, LLC	1	1	0.97%	0.97%	0.97%	Q2 2016	Q2 2016	1
DOLIVER ADVISORS, LP	1	1	0.44%	0.44%	0.44%	Q2 2023	Q2 2023	1
Vigilare Wealth Management	1	1	0.13%	0.13%	0.13%	Q1 2023	Q1 2023	1
AXXCESS WEALTH MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Stanley-Laman Group, Ltd.	1	1	0.05%	0.05%	0.05%	Q3 2018	Q3 2018	1
PURSUE WEALTH PARTNERS LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
FNY Managed Accounts LLC	1	1	0.03%	0.03%	0.03%	Q3 2015	Q3 2015	1
Richard P Slaughter Associates Inc	1	1	2.01%	2.01%	2.01%	Q4 2019	Q4 2019	1
Cypress Capital Management LLC (WY)	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
BluePath Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Hall Private Wealth Advisors	1	1	0.18%	0.18%	0.18%	Q4 2020	Q4 2020	1
Narus Financial Partners, LLC	1	1	0.14%	0.14%	0.14%	Q1 2022	Q1 2022	1
Jaffetilchin Investment Partners, LLC	1	1	0.05%	0.05%	0.05%	Q3 2018	Q3 2018	1
Lebenthal Holdings,LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
Richwood Investment Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1

External links

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

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