• IJS 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%	0.00%	0.02%	Q2 2013	Q3 2023	105
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.01%	0.03%	Q1 2009	Q3 2023	61
JANE STREET GROUP, LLC	18	1	0.00%	0.01%	0.09%	Q1 2014	Q3 2023	50
Cutler Group LLC / CA	10	1	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	48
MUFG Americas Holdings Corp	48	48	0.08%	0.16%	0.31%	Q4 2010	Q3 2022	48
MCF Advisors LLC	40	7	0.08%	0.39%	1.30%	Q4 2011	Q3 2023	47
Zhang Financial LLC	47	47	0.12%	0.55%	0.91%	Q1 2012	Q3 2023	47
NWAM LLC	19	12	0.02%	0.24%	0.48%	Q2 2012	Q3 2023	45
Capital Analysts, LLC	44	44	0.05%	0.46%	1.54%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.39%	1.07%	2.07%	Q4 2012	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.05%	0.10%	Q4 2012	Q3 2023	44
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.03%	0.05%	Q2 2013	Q3 2023	44
GOLDMAN SACHS GROUP INC	33	4	0.00%	0.00%	0.01%	Q1 2012	Q3 2023	43
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.09%	0.17%	Q2 2013	Q3 2023	43
TCI Wealth Advisors, Inc.	42	42	0.01%	0.04%	0.07%	Q4 2012	Q1 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.02%	0.15%	0.38%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.01%	0.04%	0.05%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.03%	0.05%	0.08%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.01%	0.07%	0.20%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.07%	0.23%	0.46%	Q2 2013	Q3 2023	42
Citadel Advisors	15	1	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	42
SPC Financial, Inc.	42	42	1.97%	2.71%	3.82%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	1.14%	2.89%	5.30%	Q2 2013	Q3 2023	42
Palisades Hudson Asset Management, L.P.	42	42	6.32%	10.11%	15.26%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	42	42	0.02%	0.18%	0.77%	Q2 2013	Q3 2023	42
COLONY GROUP LLC	42	42	0.01%	0.22%	1.82%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.00%	0.04%	0.10%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.05%	0.10%	0.28%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.06%	0.45%	1.16%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.05%	0.26%	0.45%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.05%	0.15%	0.42%	Q2 2013	Q3 2023	42
GFS Advisors, LLC	42	42	0.17%	0.39%	0.90%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.64%	1.57%	2.12%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	0.51%	1.61%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.04%	0.11%	0.45%	Q2 2013	Q3 2023	42
PINNACLE FINANCIAL PARTNERS INC	42	42	0.17%	0.44%	0.89%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.04%	0.16%	0.60%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	0.09%	0.15%	0.20%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.04%	0.08%	0.23%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	1.78%	3.48%	4.86%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.23%	0.36%	0.63%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.07%	0.12%	0.19%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.03%	0.35%	1.21%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.12%	1.34%	3.92%	Q2 2013	Q3 2023	42
PITTENGER & ANDERSON INC	42	42	0.18%	0.29%	0.39%	Q2 2013	Q3 2023	42
KING LUTHER CAPITAL MANAGEMENT CORP	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.05%	0.28%	0.62%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.02%	0.30%	0.66%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.02%	0.12%	0.33%	Q2 2013	Q3 2023	42
Bangor Savings Bank	42	42	0.10%	0.20%	0.42%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.02%	0.73%	2.18%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.15%	0.27%	0.44%	Q2 2013	Q3 2023	42
FIRST MERCHANTS CORP	42	42	0.27%	1.25%	2.84%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
SMITH CHAS P & ASSOCIATES PA CPAS	42	42	0.03%	0.33%	1.66%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	42	42	0.03%	0.16%	0.54%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	1.82%	2.68%	3.86%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.07%	0.45%	2.83%	Q2 2013	Q4 2023	42
BRIDGES INVESTMENT MANAGEMENT INC	42	42	0.06%	0.11%	0.17%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.01%	0.40%	0.58%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.03%	0.06%	0.08%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
Creative Planning	33	8	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	41
Capital Investment Advisors, LLC	41	41	0.01%	0.04%	0.50%	Q4 2013	Q4 2023	41
FRANKLIN RESOURCES INC	38	3	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.11%	0.26%	0.39%	Q2 2013	Q3 2023	41
OARSMAN CAPITAL, INC.	27	14	0.63%	1.03%	1.77%	Q2 2013	Q3 2023	41
BAILARD, INC.	31	10	0.88%	1.34%	1.83%	Q2 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.03%	0.05%	0.10%	Q2 2013	Q3 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.04%	0.10%	0.24%	Q2 2013	Q3 2023	41
ASSOCIATED BANC-CORP	41	41	0.02%	0.04%	0.12%	Q3 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	41
JNBA Financial Advisors	21	20	0.00%	0.32%	0.91%	Q2 2013	Q3 2023	41
DUNCKER STREETT & CO INC	25	16	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.01%	0.03%	0.18%	Q3 2013	Q3 2023	41
TIEMANN INVESTMENT ADVISORS, LLC	40	40	1.02%	1.50%	2.52%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	1.13%	1.90%	2.71%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.72%	1.39%	1.94%	Q4 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.37%	0.76%	1.68%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	40
Thomasville National Bank	27	13	0.12%	0.17%	0.24%	Q2 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	0.03%	0.20%	0.43%	Q4 2013	Q3 2023	40
Evensky & Katz LLC	35	5	0.02%	0.40%	1.46%	Q2 2013	Q3 2023	40
Financial Planning & Information Services, Inc.	40	40	0.42%	1.66%	4.04%	Q4 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.01%	0.11%	0.23%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.02%	0.07%	0.32%	Q4 2013	Q3 2023	40
Shoker Investment Counsel, Inc.	40	40	0.18%	0.26%	0.35%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	0.17%	1.78%	2.98%	Q4 2013	Q3 2023	40
CITY HOLDING CO	40	40	0.12%	0.17%	0.24%	Q4 2013	Q3 2023	40
MONETA GROUP INVESTMENT ADVISORS LLC	40	40	0.04%	0.09%	0.25%	Q4 2013	Q3 2023	40
FINANCIAL COUNSELORS INC	28	12	0.01%	0.03%	0.07%	Q3 2013	Q3 2023	40
PRIO WEALTH LIMITED PARTNERSHIP	39	39	0.01%	0.04%	0.08%	Q1 2014	Q3 2023	39
NATIXIS ADVISORS, L.P.	32	7	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	39
M&T BANK CORP	24	15	0.00%	0.37%	0.86%	Q4 2013	Q3 2023	39
One Capital Management, LLC	39	39	0.02%	1.41%	2.62%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.01%	0.02%	0.02%	Q2 2013	Q4 2022	39
PLANNING ALTERNATIVES LTD /ADV	22	17	0.13%	0.38%	1.02%	Q4 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.03%	0.12%	0.30%	Q1 2014	Q3 2023	39
Advisory Services Network, LLC	27	12	0.01%	0.12%	0.37%	Q4 2013	Q3 2023	39
FIRST TRUST ADVISORS LP	19	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	38
Portfolio Solutions, LLC	38	38	11.47%	16.40%	18.87%	Q2 2013	Q3 2022	38
ARGI Investment Services, LLC	32	6	0.13%	1.70%	4.10%	Q2 2013	Q4 2022	38
CONNING INC.	38	38	0.04%	0.06%	0.09%	Q2 2014	Q3 2023	38
DOWLING & YAHNKE LLC	38	38	0.01%	0.04%	0.06%	Q2 2013	Q3 2022	38
JFS WEALTH ADVISORS, LLC	38	38	0.00%	0.18%	1.01%	Q2 2014	Q3 2023	38
JOHNSON INVESTMENT COUNSEL INC	32	6	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	38
Regal Investment Advisors LLC	15	1	0.03%	0.09%	0.54%	Q2 2013	Q3 2023	37
Goelzer Investment Management, Inc.	37	37	0.03%	0.16%	0.26%	Q3 2014	Q3 2023	37
Capital Directions Investment Advisors, LLC	31	2	0.01%	0.02%	0.04%	Q2 2013	Q4 2022	37
Plante Moran Financial Advisors, LLC	37	37	0.01%	0.09%	0.85%	Q3 2014	Q3 2023	37
Ameritas Investment Partners, Inc.	36	36	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	36
PALLADIUM PARTNERS LLC	36	36	0.10%	0.17%	0.40%	Q2 2013	Q1 2022	36
Chicago Partners Investment Group LLC	36	36	0.09%	0.52%	0.88%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.02%	0.05%	0.12%	Q4 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.06%	0.08%	0.13%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.13%	0.37%	1.03%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	1.82%	4.14%	6.92%	Q4 2014	Q3 2023	36
SNS Financial Group, LLC	30	6	0.03%	0.27%	0.54%	Q4 2013	Q3 2023	36
Ifrah Financial Services, Inc.	34	1	0.72%	2.09%	4.04%	Q2 2013	Q3 2023	36
CIBC WORLD MARKET INC.	36	36	0.00%	0.01%	0.03%	Q4 2014	Q3 2023	36
KINGS POINT CAPITAL MANAGEMENT	36	36	0.03%	0.36%	0.64%	Q2 2013	Q1 2022	36
Wealth Architects, LLC	36	36	0.86%	1.74%	3.16%	Q4 2014	Q3 2023	36
UBS Group AG	36	36	0.02%	0.03%	0.04%	Q4 2014	Q3 2023	36
Family Firm, Inc.	36	36	1.16%	1.61%	1.97%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.02%	0.14%	0.22%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	0.60%	0.89%	1.11%	Q4 2014	Q3 2023	36
HOWE & RUSLING INC	19	1	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	36
ENTERPRISE FINANCIAL SERVICES CORP	33	1	0.01%	0.04%	0.13%	Q2 2013	Q2 2022	35
REILLY FINANCIAL ADVISORS, LLC	35	35	0.00%	0.01%	0.03%	Q2 2013	Q4 2021	35
Occidental Asset Management, LLC	35	35	0.33%	1.06%	2.34%	Q1 2015	Q3 2023	35
Tower Research Capital LLC (TRC)	21	1	0.00%	0.16%	0.55%	Q2 2013	Q3 2023	35
FARMERS & MERCHANTS INVESTMENTS INC	26	9	0.00%	0.01%	0.03%	Q2 2014	Q3 2023	35
CLEAR INVESTMENT RESEARCH, LLC	32	2	0.00%	0.52%	0.83%	Q1 2015	Q3 2023	34
MV CAPITAL MANAGEMENT, INC.	22	12	0.00%	0.75%	1.67%	Q4 2014	Q3 2023	34
NorthRock Partners, LLC	34	34	0.03%	2.64%	7.60%	Q2 2015	Q3 2023	34
ELM ADVISORS, LLC	34	34	0.24%	0.53%	0.74%	Q4 2013	Q1 2022	34
FIRST NATIONAL BANK OF OMAHA	34	34	0.02%	0.02%	0.03%	Q2 2014	Q3 2022	34
CWM, LLC	21	5	0.00%	0.04%	0.66%	Q3 2013	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.50%	0.88%	1.48%	Q2 2013	Q3 2021	34
COMMERCE BANK	34	34	0.00%	0.01%	0.01%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.06%	0.09%	0.15%	Q2 2015	Q3 2023	34
Gemmer Asset Management LLC	33	33	0.01%	0.02%	0.07%	Q1 2014	Q1 2022	33
STEPHENS INC /AR/	30	3	0.01%	0.02%	0.07%	Q1 2015	Q3 2023	33
Endurance Wealth Management, Inc.	33	33	0.02%	0.04%	0.07%	Q2 2015	Q2 2023	33
First Heartland Consultants, Inc.	20	2	0.02%	0.56%	1.68%	Q2 2013	Q3 2023	33
HOME FEDERAL BANK OF TENNESSEE	32	32	2.68%	4.34%	6.61%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.16%	1.13%	6.00%	Q2 2013	Q3 2023	32
UMB Bank, n.a.	32	32	0.06%	0.18%	0.26%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.06%	0.08%	0.10%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
FAS Wealth Partners, Inc.	32	32	0.11%	0.46%	2.69%	Q4 2015	Q3 2023	32
Barnett & Company, Inc.	32	32	0.09%	0.18%	0.24%	Q2 2013	Q1 2021	32
Triangle Securities Wealth Management	25	1	0.46%	2.39%	5.36%	Q4 2014	Q3 2023	32
Edmonds Duncan Registered Investment Advisors, LLC	32	32	0.26%	1.32%	3.28%	Q4 2015	Q3 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	0.01%	0.11%	0.23%	Q4 2015	Q3 2023	32
Mandatum Life Insurance Co Ltd	32	32	0.09%	0.17%	0.34%	Q4 2015	Q3 2023	32
IFP Advisors, Inc	17	14	0.01%	0.08%	0.25%	Q4 2015	Q3 2023	31
Asset Dedication, LLC	26	5	0.34%	1.15%	2.88%	Q4 2015	Q3 2023	31
Pure Financial Advisors, LLC	22	9	0.02%	0.27%	0.71%	Q3 2015	Q4 2023	31
First Horizon Advisors, Inc.	25	6	0.00%	0.06%	0.31%	Q3 2013	Q3 2023	31
Peak Asset Management, LLC	21	5	0.05%	0.09%	0.12%	Q4 2014	Q3 2023	31
M&R CAPITAL MANAGEMENT INC	31	31	0.00%	0.00%	0.00%	Q2 2016	Q4 2023	31
BROWN ADVISORY INC	18	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.00%	0.03%	0.06%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.00%	0.04%	0.27%	Q1 2016	Q3 2023	31
CAPTRUST FINANCIAL ADVISORS	26	1	0.00%	0.02%	0.06%	Q1 2014	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.03%	0.32%	0.85%	Q2 2013	Q3 2020	30
Cottage Street Advisors LLC	27	3	0.17%	1.45%	2.63%	Q1 2016	Q3 2023	30
Oakworth Capital, Inc.	30	30	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	30
Clearwater Capital Advisors, LLC	30	30	0.04%	0.07%	0.14%	Q2 2016	Q3 2023	30
LifePlan Financial Group, Inc	30	30	0.89%	3.30%	6.97%	Q2 2013	Q3 2020	30
EXENCIAL WEALTH ADVISORS, LLC	30	30	0.18%	1.28%	11.61%	Q2 2016	Q3 2023	30
Montecito Bank & Trust	30	30	0.06%	0.09%	0.19%	Q3 2016	Q4 2023	30
BARCLAYS PLC	23	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	30
BUCKINGHAM STRATEGIC WEALTH, LLC	28	1	0.07%	0.26%	2.02%	Q4 2014	Q3 2023	30
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	29
St. Louis Trust Co	29	29	0.30%	0.52%	0.87%	Q3 2016	Q3 2023	29
ASSETMARK, INC	24	2	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	29
BAR HARBOR WEALTH MANAGEMENT	29	29	0.04%	0.09%	0.15%	Q1 2013	Q1 2020	29
NEXT Financial Group, Inc	16	13	0.01%	0.10%	0.31%	Q3 2014	Q4 2021	29
QUADRANT CAPITAL GROUP LLC	29	29	0.01%	0.02%	0.05%	Q3 2016	Q3 2023	29
Simmons Bank	28	28	0.02%	0.07%	0.19%	Q1 2016	Q4 2022	28
Probity Advisors, Inc.	18	2	4.62%	6.21%	8.98%	Q2 2016	Q3 2023	28
ARTHUR M. COHEN & ASSOCIATES, LLC	24	1	0.07%	0.42%	1.14%	Q3 2014	Q3 2023	28
Diversified Portfolios, Inc.	24	4	0.10%	0.25%	0.32%	Q4 2014	Q4 2021	28
SouthState Corp	14	7	0.02%	0.04%	0.08%	Q3 2013	Q3 2023	28
Busey Bank	28	28	0.02%	0.03%	0.04%	Q4 2016	Q3 2023	28
Stratford Consulting, LLC	28	28	2.26%	3.49%	4.55%	Q2 2013	Q1 2020	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.16%	0.44%	1.07%	Q4 2016	Q3 2023	28
Blue Edge Capital, LLC	28	28	0.51%	1.30%	2.06%	Q4 2016	Q3 2023	28
MATHER GROUP, LLC.	16	12	0.01%	0.03%	0.06%	Q4 2015	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.12%	0.29%	1.14%	Q4 2016	Q3 2023	28
Sensible Financial Planning & Management, LLC.	15	3	0.08%	0.15%	0.33%	Q3 2014	Q3 2022	28
Private Wealth Advisors, Inc.	27	1	0.13%	0.24%	1.12%	Q2 2013	Q4 2020	28
Parallel Advisors, LLC	28	28	0.00%	0.10%	0.31%	Q4 2016	Q3 2023	28
Ironwood Financial, llc	14	2	0.00%	0.90%	2.04%	Q4 2014	Q3 2023	28
CONCENTRIC WEALTH MANAGEMENT, LLC	28	28	0.21%	0.37%	0.52%	Q4 2016	Q3 2023	28
Norway Savings Bank	28	28	0.93%	2.25%	3.52%	Q4 2016	Q3 2023	28
AllSquare Wealth Management LLC	14	3	0.01%	0.06%	0.11%	Q4 2014	Q3 2023	27
Ullmann Wealth Partners Group, LLC	24	3	0.56%	1.75%	3.25%	Q4 2016	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.01%	0.15%	0.65%	Q4 2016	Q3 2023	27
ALLIANCEBERNSTEIN L.P.	17	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	27
CHOREO, LLC	12	1	0.01%	0.03%	0.05%	Q2 2015	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.01%	0.09%	0.27%	Q2 2013	Q4 2019	27
Allworth Financial LP	15	4	0.00%	0.03%	0.08%	Q4 2015	Q3 2023	27
Lido Advisors, LLC	27	27	0.04%	0.11%	0.22%	Q1 2017	Q3 2023	27
Garde Capital, Inc.	12	3	0.02%	0.04%	0.20%	Q2 2014	Q3 2023	27
VISTA CAPITAL PARTNERS, INC.	14	13	0.04%	0.06%	0.08%	Q4 2016	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.07%	0.12%	0.22%	Q1 2017	Q3 2023	27
Haverford Trust Co	26	1	0.01%	0.05%	0.08%	Q2 2013	Q1 2020	27
COUNTRY TRUST BANK	27	27	0.00%	0.00%	0.01%	Q2 2017	Q4 2023	27
American Trust Investment Advisors, LLC	21	5	0.14%	0.22%	0.31%	Q4 2014	Q4 2021	26
OLD NATIONAL BANCORP /IN/	20	1	0.01%	0.01%	0.02%	Q2 2014	Q1 2022	26
WEALTHSOURCE PARTNERS, LLC	15	11	0.06%	0.28%	0.97%	Q1 2016	Q3 2023	26
AFT, FORSYTH & COMPANY, INC.	24	2	0.32%	0.49%	0.61%	Q2 2013	Q3 2023	26
Parallax Volatility Advisers, L.P.	19	1	0.00%	0.00%	0.00%	Q3 2013	Q2 2019	26
Bartlett & Co. LLC	13	13	0.00%	0.00%	0.01%	Q3 2015	Q2 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.04%	0.09%	0.26%	Q2 2017	Q3 2023	26
SIGNATUREFD, LLC	23	3	0.00%	0.00%	0.01%	Q1 2016	Q3 2023	26
Barber Financial Group, Inc.	26	26	0.06%	2.58%	12.28%	Q4 2016	Q1 2023	26
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	25	25	0.03%	0.06%	0.09%	Q3 2017	Q3 2023	25
BALDWIN BROTHERS LLC/MA	25	25	0.00%	0.01%	0.02%	Q4 2017	Q4 2023	25
BDO Wealth Advisors, LLC	25	25	0.02%	0.11%	0.25%	Q2 2017	Q2 2023	25
ADVISOR PARTNERS LLC	14	3	0.02%	0.04%	0.09%	Q4 2014	Q1 2022	25
Betterment LLC	22	1	0.00%	0.01%	0.04%	Q4 2014	Q3 2023	25
Parkside Financial Bank & Trust	20	5	0.00%	0.01%	0.04%	Q3 2015	Q3 2023	25
Mosaic Family Wealth, LLC	17	7	0.07%	0.11%	0.35%	Q4 2015	Q4 2021	24
OneDigital Investment Advisors LLC	19	1	0.00%	0.02%	0.03%	Q2 2017	Q3 2023	24
CREDIT SUISSE AG/	12	2	0.00%	0.00%	0.01%	Q1 2013	Q4 2022	24
Wealthcare Advisory Partners LLC	13	11	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.06%	0.13%	0.23%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.04%	0.25%	0.60%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.09%	0.14%	0.20%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.00%	0.14%	0.26%	Q4 2017	Q3 2023	24
Smithfield Trust Co	9	2	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	24
Front Row Advisors LLC	24	24	0.02%	0.03%	0.04%	Q4 2017	Q3 2023	24
PrairieView Partners, LLC	24	24	0.29%	0.46%	0.61%	Q4 2017	Q3 2023	24
NewEdge Advisors, LLC	12	12	0.01%	0.04%	0.17%	Q2 2017	Q3 2023	24
COBIZ WEALTH, LLC	24	24	0.19%	0.26%	0.32%	Q3 2013	Q2 2019	24
Goldstein Munger & Associates	24	24	0.09%	0.17%	0.23%	Q4 2016	Q3 2022	24
Centerpoint Advisors, LLC	24	24	1.66%	5.43%	18.12%	Q4 2017	Q3 2023	24
Nikulski Financial, Inc.	24	24	0.23%	0.39%	0.71%	Q4 2017	Q3 2023	24
Cetera Investment Advisers	14	10	0.02%	0.09%	0.19%	Q1 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.14%	0.19%	0.48%	Q4 2017	Q3 2023	24
StrategIQ Financial Group, LLC	24	24	0.10%	0.20%	0.32%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.45%	1.00%	2.09%	Q4 2017	Q3 2023	24
Broadview Financial Management, LLC	24	24	2.93%	3.65%	5.48%	Q4 2017	Q3 2023	24
Hudock, Inc.	17	6	0.00%	0.06%	0.49%	Q1 2016	Q3 2022	23
Sargent Bickham Lagudis LLC	16	2	0.00%	0.02%	0.40%	Q3 2016	Q4 2022	23
LVZ, Inc.	21	2	0.04%	2.70%	7.22%	Q4 2013	Q4 2020	23
McKinley Carter Wealth Services, Inc.	12	11	0.05%	0.31%	0.89%	Q2 2017	Q3 2023	23
Sowell Financial Services LLC	9	2	0.06%	0.23%	0.38%	Q4 2016	Q3 2023	23
Ausdal Financial Partners, Inc.	12	11	0.04%	0.45%	0.87%	Q4 2015	Q3 2023	23
Sterling Investment Advisors, Ltd.	23	23	0.01%	0.01%	0.02%	Q4 2016	Q2 2022	23
Spectrum Management Group, LLC	21	2	0.00%	0.04%	0.56%	Q3 2015	Q3 2022	23
People's United Financial, Inc.	23	23	0.00%	0.27%	0.56%	Q3 2016	Q1 2022	23
Azimuth Capital Management LLC	10	1	0.02%	0.02%	0.04%	Q4 2013	Q1 2022	23
Rehmann Capital Advisory Group	15	2	0.02%	0.09%	0.41%	Q2 2013	Q3 2023	23
LINCOLN NATIONAL CORP	18	5	0.02%	0.03%	0.10%	Q3 2017	Q3 2023	23
Willow Creek Wealth Management Inc.	23	23	0.13%	0.31%	0.54%	Q1 2018	Q3 2023	23
FIRST MANHATTAN CO. LLC.	16	1	0.00%	0.00%	0.00%	Q1 2015	Q2 2023	23
One Wealth Advisors, LLC	19	4	0.57%	4.51%	7.41%	Q4 2017	Q3 2023	23
USCA RIA LLC	22	22	0.02%	0.22%	0.46%	Q1 2016	Q2 2021	22
PATTON ALBERTSON MILLER GROUP, LLC	22	22	0.10%	0.14%	0.25%	Q2 2018	Q3 2023	22
EP Wealth Advisors, LLC	17	2	0.02%	0.05%	0.16%	Q3 2013	Q3 2023	22
THOMPSON INVESTMENT MANAGEMENT, INC.	22	22	0.05%	0.07%	0.08%	Q2 2018	Q3 2023	22
SUNTRUST BANKS INC	22	22	0.00%	0.02%	0.05%	Q2 2014	Q3 2019	22
Modera Wealth Management, LLC	15	7	0.03%	0.35%	1.41%	Q4 2017	Q3 2023	22
OPPENHEIMER & CO INC	7	2	0.00%	0.02%	0.09%	Q2 2013	Q3 2023	22
REGENTATLANTIC CAPITAL LLC	21	1	0.01%	0.02%	0.03%	Q4 2014	Q3 2022	22
Certified Advisory Corp	11	11	0.29%	0.44%	0.63%	Q4 2017	Q3 2023	22
Cordasco Financial Network	22	22	0.02%	0.02%	0.02%	Q1 2017	Q2 2022	22
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.02%	0.11%	1.18%	Q3 2018	Q3 2023	21
MACROVIEW INVESTMENT MANAGEMENT LLC	21	21	0.07%	0.14%	0.43%	Q3 2018	Q3 2023	21
Larson Financial Group LLC	20	1	0.29%	0.88%	1.97%	Q4 2017	Q3 2023	21
BESSEMER GROUP INC	8	2	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	21
Ledyard National Bank	21	21	0.00%	0.01%	0.02%	Q4 2013	Q4 2018	21
Granite Investment Partners, LLC	19	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	21
PRUDENTIAL FINANCIAL INC	19	1	0.00%	0.01%	0.03%	Q4 2016	Q3 2023	21
MONETARY MANAGEMENT GROUP INC	21	21	0.03%	0.03%	0.04%	Q4 2014	Q4 2019	21
Pinnacle Bancorp, Inc.	20	1	0.01%	0.02%	0.05%	Q1 2017	Q3 2023	21
Financial Engines Advisors L.L.C.	19	1	0.00%	0.01%	0.02%	Q2 2018	Q3 2023	20
9258 Wealth Management, LLC	20	20	0.07%	0.12%	0.23%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.02%	0.03%	0.08%	Q4 2018	Q3 2023	20
Freedom Investment Management, Inc.	20	20	0.04%	0.08%	0.14%	Q1 2013	Q4 2017	20
Archer Investment Corp	20	20	0.04%	0.06%	0.14%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.23%	0.38%	0.51%	Q4 2013	Q3 2018	20
DONALDSON CAPITAL MANAGEMENT, LLC	11	1	0.02%	0.05%	0.08%	Q4 2011	Q1 2018	20
Maple Capital Management, Inc.	20	20	0.04%	0.08%	0.18%	Q4 2018	Q3 2023	20
JGP Wealth Management, LLC	14	3	0.07%	0.09%	0.16%	Q2 2018	Q3 2023	20
MEANS INVESTMENT CO., INC.	20	20	0.05%	0.09%	0.19%	Q4 2018	Q3 2023	20
Salomon & Ludwin, LLC	20	20	0.73%	1.46%	2.80%	Q4 2018	Q3 2023	20
AE Wealth Management LLC	18	2	0.00%	0.05%	0.20%	Q3 2018	Q3 2023	20
Pinnacle Wealth Management Advisory Group, LLC	20	20	0.18%	0.48%	0.76%	Q4 2018	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.00%	0.02%	0.03%	Q1 2016	Q4 2020	20
Wealthspire Advisors, L.P.	20	20	0.02%	0.08%	0.17%	Q4 2015	Q3 2020	20
RPg Family Wealth Advisory, LLC	11	1	0.02%	0.17%	0.27%	Q4 2015	Q1 2023	20
Strategic Wealth Partners Group, LLC	11	9	0.01%	0.65%	1.08%	Q3 2018	Q3 2023	20
American Financial Advisors, LLC	20	20	0.04%	0.13%	0.29%	Q4 2018	Q3 2023	20
CONFLUENCE INVESTMENT MANAGEMENT LLC	20	20	0.05%	0.14%	0.25%	Q1 2015	Q4 2019	20
THOMPSON SIEGEL & WALMSLEY LLC	20	20	0.02%	0.03%	0.07%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	0.33%	1.36%	2.38%	Q4 2016	Q3 2021	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.03%	0.49%	2.54%	Q4 2014	Q3 2019	20
American Portfolios Advisors	20	20	0.02%	0.13%	0.52%	Q4 2017	Q3 2022	20
Claro Advisors LLC	20	20	0.18%	0.37%	0.57%	Q4 2018	Q3 2023	20
NORTHWEST WEALTH MANAGEMENT, LLC	15	5	0.05%	0.32%	0.81%	Q1 2018	Q3 2023	20
FIDUCIENT ADVISORS LLC	13	3	0.02%	0.09%	0.14%	Q1 2018	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	0.24%	2.00%	3.87%	Q4 2018	Q3 2023	20
Guidance Point Advisors, LLC	20	20	0.12%	0.28%	0.66%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.01%	0.07%	0.12%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	3.03%	4.13%	6.85%	Q4 2018	Q3 2023	20
ERTS Wealth Advisors, LLC	20	20	0.14%	0.32%	0.59%	Q4 2018	Q3 2023	20
IHT Wealth Management, LLC	11	4	0.03%	0.08%	0.29%	Q2 2017	Q3 2023	20
BB&T SECURITIES, LLC	19	19	0.01%	0.01%	0.06%	Q1 2015	Q3 2019	19
Private Capital Group, LLC	19	19	0.01%	0.06%	0.10%	Q4 2017	Q2 2022	19
Manchester Capital Management LLC	17	2	0.00%	0.02%	0.03%	Q2 2013	Q4 2019	19
Fusion Family Wealth LLC	17	1	0.00%	0.02%	0.06%	Q4 2016	Q3 2022	19
SIGMA INVESTMENT COUNSELORS INC	12	1	0.02%	0.02%	0.03%	Q4 2017	Q3 2023	19
Capital Investment Advisory Services, LLC	13	6	0.00%	0.01%	0.04%	Q4 2018	Q3 2023	19
CIBC BANK USA	19	19	0.03%	0.10%	0.15%	Q3 2013	Q1 2018	19
Lenox Wealth Management, Inc.	19	19	0.00%	0.03%	0.08%	Q4 2015	Q2 2020	19
Rockefeller Capital Management L.P.	19	19	0.00%	0.03%	0.05%	Q1 2019	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	0.03%	0.22%	0.50%	Q1 2019	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.04%	0.07%	0.19%	Q2 2013	Q4 2017	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.04%	0.11%	0.31%	Q1 2019	Q3 2023	19
Schoolcraft Capital LLC	19	19	0.18%	0.26%	0.41%	Q1 2019	Q3 2023	19
COLDSTREAM CAPITAL MANAGEMENT INC	16	3	0.02%	0.04%	0.07%	Q4 2013	Q4 2019	19
BRIDGES INVESTMENT COUNSEL INC/	19	19	0.14%	0.19%	0.27%	Q2 2013	Q4 2017	19
BRIGHTON JONES LLC	12	7	0.01%	0.03%	0.05%	Q2 2018	Q3 2023	19
Voya Financial Advisors, Inc.	9	2	0.01%	0.11%	0.63%	Q1 2015	Q2 2021	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.08%	0.11%	0.15%	Q1 2019	Q3 2023	19
THRIVENT FINANCIAL FOR LUTHERANS	19	19	0.00%	0.01%	0.07%	Q1 2019	Q3 2023	19
FinTrust Capital Advisors, LLC	19	19	0.00%	0.01%	0.05%	Q4 2018	Q2 2023	19
JUNCTURE WEALTH STRATEGIES, LLC	15	4	0.21%	1.62%	2.78%	Q1 2019	Q4 2023	19
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	19	19	0.00%	0.13%	0.30%	Q1 2019	Q3 2023	19
Realta Investment Advisors	19	19	0.09%	0.10%	0.14%	Q1 2019	Q3 2023	19
Lenox Wealth Advisors, LLC	13	1	0.00%	0.00%	0.01%	Q4 2013	Q1 2022	19
NATIONAL PLANNING CORP	17	1	0.02%	0.54%	1.48%	Q2 2013	Q4 2017	18
Simply Money Advisors	17	1	0.02%	2.14%	4.54%	Q3 2013	Q1 2018	18
Independence Advisors, LLC	18	18	0.23%	0.58%	1.32%	Q2 2016	Q3 2020	18
Beacon Pointe Advisors, LLC	12	6	0.01%	0.07%	0.38%	Q4 2018	Q3 2023	18
Fieldpoint Private Securities, LLC	10	1	0.03%	0.04%	0.07%	Q1 2017	Q2 2022	18
Miracle Mile Advisors, LLC	13	5	0.02%	0.07%	0.29%	Q4 2018	Q3 2023	18
Windsor Wealth Management, Inc.	18	18	0.06%	0.12%	0.20%	Q2 2018	Q3 2022	18
Country Club Trust Company, n.a.	9	1	0.03%	0.11%	0.17%	Q2 2016	Q4 2021	18
VALLEY WEALTH MANAGERS, INC.	18	18	0.03%	0.07%	0.11%	Q2 2019	Q3 2023	18
MERCER GLOBAL ADVISORS INC /ADV	14	4	0.00%	0.04%	0.10%	Q1 2019	Q3 2023	18
SOL Capital Management CO	14	4	0.06%	0.08%	0.10%	Q1 2019	Q3 2023	18
Lester Murray Antman dba SimplyRich	8	3	0.10%	0.16%	0.32%	Q4 2017	Q2 2023	18
TAP Consulting, LLC	17	1	0.12%	0.27%	1.05%	Q1 2019	Q3 2023	18
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13	5	0.00%	0.00%	0.00%	Q4 2013	Q3 2018	18
Destination Wealth Management	11	7	0.00%	0.07%	0.61%	Q1 2013	Q2 2019	18
Evercore Wealth Management, LLC	12	6	0.00%	0.00%	0.01%	Q2 2013	Q4 2017	18
Commonwealth Equity Services, Inc	18	18	0.08%	0.14%	0.20%	Q2 2013	Q3 2017	18
Simplicity Solutions, LLC	10	1	0.01%	0.08%	0.27%	Q1 2015	Q3 2023	18
Asset Planning Services, Ltd.	18	18	0.02%	0.03%	0.04%	Q2 2015	Q3 2019	18
Rice Partnership, LLC	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	18
Alexandria Capital, LLC	18	18	0.01%	0.02%	0.02%	Q2 2013	Q3 2017	18
Liberty Capital Management, Inc.	12	6	0.45%	1.14%	1.43%	Q1 2019	Q3 2023	18
Kalos Management, Inc.	6	2	0.03%	1.42%	3.48%	Q4 2015	Q2 2023	18
Belpointe Asset Management LLC	12	1	0.02%	0.06%	0.16%	Q4 2017	Q3 2023	18
Sound Income Strategies, LLC	9	2	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	18
MILLENNIUM MANAGEMENT LLC	5	1	0.00%	0.00%	0.01%	Q3 2015	Q1 2023	18
Valeo Financial Advisors, LLC	15	3	0.00%	0.02%	0.04%	Q3 2017	Q3 2023	18
CHEMICAL BANK	14	3	0.03%	0.04%	0.04%	Q4 2014	Q2 2019	17
MASSMUTUAL TRUST CO FSB/ADV	16	1	0.00%	0.00%	0.00%	Q1 2016	Q4 2023	17
Carroll Financial Associates, Inc.	17	17	0.00%	0.01%	0.01%	Q4 2017	Q4 2021	17
Avion Wealth	17	17	0.07%	0.12%	0.26%	Q3 2019	Q3 2023	17
FDx Advisors, Inc.	7	1	0.01%	0.03%	0.11%	Q1 2016	Q3 2022	17
ATWOOD & PALMER INC	17	17	0.01%	0.02%	0.02%	Q3 2019	Q3 2023	17
CONNABLE OFFICE INC	10	7	0.89%	1.81%	3.60%	Q3 2017	Q4 2021	17
Baldrige Asset Management LLC	17	17	1.15%	1.41%	1.87%	Q1 2019	Q1 2023	17
FineMark National Bank & Trust	15	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	17
TRUST CO OF VERMONT	6	1	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	17
Hubbell Strickland Wealth Management, LLC	17	17	0.31%	0.46%	0.79%	Q3 2019	Q3 2023	17
Bedel Financial Consulting, Inc.	17	17	0.01%	0.03%	0.05%	Q1 2018	Q1 2022	17
WFG Advisors, LP	17	17	0.00%	0.01%	0.02%	Q2 2013	Q2 2017	17
1st Global Advisors, Inc.	17	17	0.08%	0.17%	0.82%	Q2 2013	Q2 2017	17
Physician Wealth Advisors, Inc.	17	17	0.38%	0.82%	1.28%	Q3 2019	Q3 2023	17
SYNOVUS FINANCIAL CORP	17	17	0.00%	0.01%	0.01%	Q2 2016	Q2 2020	17
MYCIO WEALTH PARTNERS, LLC	14	3	0.01%	0.02%	0.02%	Q2 2013	Q4 2019	17
SEI INVESTMENTS CO	16	1	0.00%	0.00%	0.04%	Q4 2015	Q2 2020	17
Veritable, L.P.	9	2	0.01%	0.02%	0.12%	Q4 2013	Q2 2023	17
Exchange Capital Management, Inc.	9	8	0.00%	0.01%	0.03%	Q2 2013	Q2 2018	17
TWO SIGMA SECURITIES, LLC	5	1	0.00%	0.09%	0.56%	Q3 2015	Q1 2023	17
BKS ADVISORS, LLC	17	17	0.39%	0.48%	0.56%	Q1 2015	Q1 2019	17
VAUGHAN & Co SECURITIES, INC.	16	16	0.58%	0.65%	0.78%	Q4 2019	Q3 2023	16
PBMares Wealth Management LLC	16	16	0.35%	0.98%	1.95%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.02%	0.08%	0.35%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
LifeSteps Financial, Inc.	16	16	1.20%	1.80%	2.24%	Q4 2019	Q3 2023	16
SeaCrest Wealth Management, LLC	9	7	0.03%	0.04%	0.05%	Q4 2017	Q2 2022	16
Pensionmark Financial Group, LLC	12	1	0.05%	2.38%	8.04%	Q4 2018	Q3 2023	16
Stokes Family Office, LLC	16	16	0.65%	0.88%	1.09%	Q4 2019	Q3 2023	16
LCNB CORP	8	2	0.12%	0.17%	0.23%	Q4 2017	Q1 2022	16
Investment Research & Advisory Group, Inc.	16	16	0.06%	0.08%	0.10%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Kendall Capital Management	9	2	0.09%	0.55%	3.14%	Q4 2017	Q2 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.01%	0.02%	0.22%	Q4 2019	Q3 2023	16
Soltis Investment Advisors LLC	16	16	0.15%	0.23%	0.33%	Q4 2019	Q3 2023	16
TRUSTCORE FINANCIAL SERVICES, LLC	16	16	0.00%	0.06%	0.09%	Q1 2019	Q4 2022	16
Harborview Advisors, LLC	16	16	0.38%	0.52%	0.71%	Q4 2017	Q3 2021	16
LWS Wealth Advisors, Inc.	16	16	0.12%	0.19%	0.46%	Q4 2019	Q3 2023	16
DT Investment Partners, LLC	16	16	0.28%	0.43%	0.55%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	0.17%	0.44%	3.54%	Q4 2019	Q3 2023	16
Shamrock Asset Management LLC	16	16	0.03%	0.24%	0.62%	Q4 2015	Q3 2019	16
Prospera Financial Services Inc	10	1	0.01%	0.07%	0.18%	Q2 2013	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.00%	0.02%	0.05%	Q4 2019	Q3 2023	16
M Holdings Securities, Inc.	10	2	0.02%	0.35%	0.82%	Q4 2016	Q1 2023	16
RPG Investment Advisory, LLC	16	16	0.00%	0.00%	0.00%	Q4 2017	Q3 2021	16
INVESTMENT CENTERS OF AMERICA INC	15	1	0.03%	0.05%	0.07%	Q3 2013	Q3 2017	16
PATHSTONE FAMILY OFFICE, LLC	12	1	0.00%	0.02%	0.07%	Q1 2018	Q3 2023	16
Merriman Wealth Management, LLC	10	1	0.01%	2.44%	12.54%	Q3 2016	Q1 2023	16
Resource Management, LLC	16	16	0.04%	0.05%	0.06%	Q1 2018	Q4 2021	16
Wolf Group Capital Advisors	15	1	0.09%	1.05%	5.52%	Q2 2016	Q4 2021	16
B. Riley Wealth Advisors, Inc.	12	1	0.00%	0.11%	0.28%	Q2 2014	Q3 2023	16
Cordant, Inc.	16	16	0.06%	0.06%	0.08%	Q4 2019	Q3 2023	16
Atlas Private Wealth Management, LLC	16	16	0.28%	0.48%	0.75%	Q4 2019	Q3 2023	16
Integrated Investment Consultants, LLC	7	1	0.04%	0.06%	0.12%	Q1 2016	Q3 2023	16
Key FInancial Inc	16	16	0.14%	0.22%	0.48%	Q4 2019	Q3 2023	16
Balentine LLC	7	1	0.00%	0.02%	0.08%	Q3 2015	Q2 2023	16
Clearstead Advisors, LLC	15	1	0.01%	0.02%	0.03%	Q4 2016	Q3 2023	16
Private Wealth Strategies, L.L.C.	16	16	0.10%	0.11%	0.14%	Q4 2019	Q3 2023	16
Winslow, Evans & Crocker, Inc.	16	16	0.01%	0.03%	0.08%	Q1 2017	Q4 2020	16
CITIZENS FINANCIAL GROUP INC/RI	15	1	0.00%	0.02%	0.03%	Q4 2015	Q3 2023	16
Patriot Financial Group Insurance Agency, LLC	10	1	0.00%	0.38%	0.86%	Q4 2017	Q3 2023	16
BREMER TRUST NATIONAL ASSOCIATION	15	15	0.04%	0.09%	0.12%	Q2 2015	Q4 2018	15
Independent Family Office, LLC	8	7	0.29%	0.43%	0.58%	Q4 2019	Q3 2023	15
Abacus Planning Group, Inc.	15	15	0.24%	0.90%	1.60%	Q1 2020	Q3 2023	15
Blankinship & Foster, LLC	15	15	0.07%	0.18%	0.22%	Q1 2020	Q3 2023	15
Disciplined Investments, LLC	15	15	0.10%	1.16%	2.12%	Q4 2019	Q2 2023	15
Brinker Capital Investments, LLC	13	1	0.00%	0.00%	0.01%	Q4 2015	Q2 2022	15
Segment Wealth Management, LLC	15	15	0.67%	1.04%	1.21%	Q4 2015	Q2 2019	15
Noven Financial Group, Inc.	12	1	0.36%	11.23%	14.23%	Q4 2015	Q4 2019	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	0.31%	0.51%	1.13%	Q4 2019	Q3 2023	15
ROVIN CAPITAL /UT/ /ADV	15	15	0.70%	2.01%	3.84%	Q1 2020	Q3 2023	15
Bragg Financial Advisors, Inc	15	15	0.04%	0.08%	0.09%	Q1 2020	Q3 2023	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.26%	0.58%	3.70%	Q1 2017	Q3 2020	15
HL FINANCIAL SERVICES LLC	7	3	0.01%	0.02%	0.06%	Q1 2015	Q1 2019	15
First Citizens Financial Corp	13	2	2.46%	2.88%	3.16%	Q4 2019	Q3 2023	15
HBK Sorce Advisory LLC	14	1	0.01%	0.14%	0.22%	Q1 2017	Q4 2022	15
Risk Paradigm Group, LLC	13	2	0.29%	1.02%	3.14%	Q1 2015	Q4 2018	15
BROWN BROTHERS HARRIMAN & CO	12	1	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	11	4	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	15
First Financial Bank - Trust Division	15	15	0.05%	0.05%	0.06%	Q2 2020	Q4 2023	15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	15	15	0.16%	0.25%	0.42%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.06%	0.13%	0.41%	Q2 2016	Q4 2019	15
Center for Financial Planning, Inc.	15	15	0.11%	0.14%	0.28%	Q1 2020	Q3 2023	15
TSFG, LLC	8	7	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	15
Relative Value Partners Group, LLC	15	15	0.05%	0.44%	1.52%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.03%	0.07%	0.21%	Q2 2013	Q4 2016	15
BRYN MAWR TRUST Co	14	1	0.01%	0.54%	0.81%	Q4 2019	Q3 2023	15
CREATIVE FINANCIAL DESIGNS INC /ADV	14	1	0.00%	0.07%	0.13%	Q4 2017	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.03%	0.09%	0.59%	Q1 2020	Q3 2023	15
FIFTH THIRD SECURITIES, INC.	6	1	0.06%	0.38%	0.93%	Q4 2016	Q3 2023	15
Apella Capital, LLC	11	3	0.04%	0.10%	0.19%	Q2 2020	Q4 2023	14
Capital Investment Counsel, Inc	11	1	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	14
Weil Company, Inc.	14	14	0.13%	0.18%	0.22%	Q2 2020	Q3 2023	14
BOK Financial Private Wealth, Inc.	10	2	0.03%	0.06%	0.10%	Q4 2015	Q1 2020	14
Cresset Asset Management, LLC	14	14	0.00%	0.01%	0.03%	Q2 2020	Q3 2023	14
HERITAGE INVESTORS MANAGEMENT CORP	5	4	0.01%	0.01%	0.02%	Q1 2017	Q3 2023	14
Ken Stern & Associates, Inc.	12	2	0.10%	1.03%	6.31%	Q4 2014	Q3 2018	14
LBA Wealth Management, LLC	14	14	0.01%	0.03%	0.07%	Q4 2013	Q1 2017	14
Cornerstone Advisory, LLC	12	1	0.03%	0.26%	0.39%	Q2 2017	Q4 2021	14
CENTRAL BANK & TRUST CO	7	2	0.00%	0.00%	0.02%	Q3 2015	Q3 2023	14
SIMON QUICK ADVISORS, LLC	12	1	0.00%	0.07%	0.17%	Q1 2019	Q3 2023	14
Cribstone Capital Management, LLC	14	14	0.01%	0.01%	0.01%	Q2 2016	Q3 2019	14
IndexIQ Advisors LLC	4	1	0.00%	0.06%	0.37%	Q2 2015	Q1 2022	14
Heartwood Wealth Advisors LLC	13	1	0.04%	2.47%	3.13%	Q4 2019	Q3 2023	14
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	14	14	0.07%	0.24%	0.87%	Q2 2020	Q3 2023	14
Baker Avenue Asset Management, LP	10	4	0.00%	0.04%	0.26%	Q3 2017	Q3 2023	14
Parcion Private Wealth LLC	12	2	0.02%	0.04%	0.10%	Q1 2020	Q3 2023	14
AFFINITY WEALTH MANAGEMENT LLC	10	1	0.06%	2.40%	12.54%	Q2 2013	Q3 2017	14
Lehman & Derafelo Financial Resources LLC	12	2	0.00%	0.00%	0.00%	Q4 2018	Q3 2022	14
Ellevest, Inc.	10	3	0.00%	0.02%	0.04%	Q3 2019	Q2 2023	13
Covenant Asset Management, LLC	13	13	0.21%	0.44%	0.55%	Q4 2016	Q4 2019	13
Integrated Wealth Concepts LLC	11	2	0.02%	0.06%	0.27%	Q3 2019	Q3 2023	13
SevenBridge Financial Group, LLC	13	13	0.00%	0.01%	0.01%	Q2 2016	Q2 2019	13
JOYN Advisors, Inc.	8	5	0.00%	0.04%	0.12%	Q2 2013	Q4 2019	13
One Day In July LLC	13	13	0.09%	1.02%	1.65%	Q3 2020	Q3 2023	13
Truepoint, Inc.	12	1	0.02%	0.04%	0.06%	Q3 2015	Q3 2019	13
Avidian Wealth Solutions, LLC	13	13	0.02%	0.12%	0.39%	Q3 2020	Q3 2023	13
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	12	1	0.00%	0.03%	0.05%	Q1 2020	Q3 2023	13
Sullivan, Bruyette, Speros & Blaney, LLC	7	1	0.01%	0.02%	0.03%	Q1 2017	Q1 2021	13
THOMPSON DAVIS & CO., INC.	13	13	0.02%	0.02%	0.03%	Q3 2014	Q3 2017	13
Corient Capital Partners, LLC	13	13	0.04%	0.05%	0.06%	Q3 2016	Q3 2019	13
BALASA DINVERNO & FOLTZ LLC	13	13	0.03%	0.04%	0.06%	Q2 2013	Q2 2016	13
BlueSky Wealth Advisors, LLC	13	13	0.18%	0.21%	0.26%	Q4 2016	Q4 2019	13
Robertson Stephens Wealth Management, LLC	13	13	0.03%	0.16%	0.35%	Q3 2020	Q3 2023	13
Wealthspire Advisors, LLC	12	1	0.01%	0.01%	0.03%	Q1 2020	Q3 2023	13
MIRSKY FINANCIAL MANAGEMENT CORP.	13	13	2.33%	3.42%	4.07%	Q4 2018	Q4 2021	13
PACIFIC SUN FINANCIAL CORP	6	1	0.14%	0.23%	0.27%	Q4 2017	Q2 2023	13
Leicht Financial Planning & Wealth Management, Inc.	13	13	0.35%	1.77%	4.04%	Q4 2016	Q4 2019	13
PRICE T ROWE ASSOCIATES INC /MD/	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
Independent Portfolio Consultants, Inc.	13	13	0.01%	0.01%	0.02%	Q2 2014	Q2 2017	13
Stratos Wealth Advisors, LLC	12	1	0.02%	0.05%	0.20%	Q1 2020	Q3 2023	13
BLUESTEIN R H & CO LLC	13	13	0.02%	0.06%	0.14%	Q3 2019	Q3 2022	13
TD Capital Management LLC	13	13	0.00%	0.04%	0.10%	Q1 2014	Q1 2017	13
LIBERTY WEALTH MANAGEMENT LLC	12	1	0.00%	0.08%	0.99%	Q4 2018	Q2 2022	13
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	12	1	0.01%	0.02%	0.02%	Q3 2018	Q3 2023	13
BURNS J W & CO INC/NY	13	13	0.06%	1.08%	1.37%	Q3 2020	Q3 2023	13
PEDDOCK CAPITAL ADVISORS, LLC	11	1	0.00%	0.00%	0.00%	Q3 2016	Q4 2020	13
Kestra Advisory Services, LLC	13	13	0.03%	0.08%	0.14%	Q3 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.15%	0.37%	0.52%	Q2 2013	Q2 2016	13
QCI ASSET MANAGEMENT INC/NY	13	13	0.00%	0.00%	0.00%	Q1 2017	Q1 2020	13
LeJeune Puetz Investment Counsel LLC	13	13	0.05%	0.18%	0.50%	Q1 2020	Q1 2023	13
Independence Bank of Kentucky	13	13	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	13
Newport Wealth Strategies, Inc.	9	1	0.16%	0.46%	0.70%	Q4 2017	Q3 2021	13
Pinnacle Family Advisors, LLC	6	3	0.10%	1.81%	5.18%	Q3 2017	Q4 2022	13
Founders Financial Alliance, LLC	13	13	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	13
Financial Advisors Network, Inc.	12	1	1.60%	2.09%	2.38%	Q1 2020	Q3 2023	13
Joseph P. Lucia & Associates, LLC	7	6	0.06%	0.12%	0.15%	Q1 2019	Q2 2022	13
WINTRUST INVESTMENTS LLC	11	2	0.17%	0.24%	0.30%	Q2 2020	Q3 2023	13
Crescent Grove Advisors, LLC	11	1	0.02%	0.48%	0.77%	Q4 2018	Q3 2023	12
David J Yvars Group	12	12	0.19%	0.44%	0.75%	Q4 2020	Q3 2023	12
COREPATH WEALTH PARTNERS LLC	12	12	2.30%	3.17%	3.86%	Q4 2020	Q3 2023	12
Smart Portfolios, LLC	7	1	0.19%	0.65%	3.79%	Q1 2016	Q3 2023	12
Accretive Wealth Partners, LLC	12	12	2.81%	3.27%	3.73%	Q4 2020	Q3 2023	12
SG Americas Securities, LLC	6	1	0.00%	0.02%	0.04%	Q3 2013	Q4 2018	12
Mirador Capital Partners LP	12	12	0.10%	0.13%	0.18%	Q1 2017	Q4 2019	12
Atlas Brown,Inc.	4	4	0.04%	0.12%	0.21%	Q4 2017	Q4 2021	12
EVOKE WEALTH, LLC	11	1	0.01%	0.02%	0.05%	Q3 2019	Q3 2022	12
FundX Investment Group, LLC	4	1	0.42%	3.84%	7.92%	Q2 2013	Q4 2021	12
SAX WEALTH ADVISORS, LLC	12	12	1.59%	3.24%	5.78%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.01%	0.02%	Q2 2013	Q1 2016	12
MMA ASSET MANAGEMENT LLC	12	12	0.14%	0.21%	0.26%	Q4 2020	Q3 2023	12
OPTIMUM INVESTMENT ADVISORS	7	1	0.00%	0.01%	0.01%	Q3 2013	Q1 2022	12
DAVENPORT & Co LLC	8	2	0.00%	0.00%	0.02%	Q4 2016	Q3 2023	12
Northeast Financial Consultants Inc	12	12	0.04%	0.45%	0.67%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.83%	1.19%	1.39%	Q4 2020	Q3 2023	12
Summit X, LLC	9	1	0.01%	0.74%	2.30%	Q2 2017	Q4 2022	12
HighMark Wealth Management LLC	12	12	0.17%	0.79%	0.95%	Q4 2020	Q3 2023	12
Arkadios Wealth Advisors	12	12	0.00%	0.35%	0.86%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.01%	0.02%	0.16%	Q4 2020	Q3 2023	12
D. SCOTT NEAL, INC.	11	1	0.61%	1.84%	4.98%	Q4 2019	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.58%	0.66%	0.78%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.13%	0.17%	0.20%	Q4 2020	Q3 2023	12
Brookstone Capital Management	12	12	0.01%	0.20%	1.03%	Q4 2020	Q3 2023	12
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	12	12	0.07%	0.15%	0.40%	Q4 2020	Q3 2023	12
ProVise Management Group, LLC	8	1	0.02%	0.09%	0.38%	Q2 2013	Q3 2021	12
Brand Asset Management Group, Inc.	12	12	0.00%	0.01%	0.01%	Q2 2018	Q1 2021	12
Wealth Management Partners, LLC	12	12	0.61%	0.92%	1.05%	Q4 2020	Q3 2023	12
Frontier Wealth Management LLC	12	12	0.03%	0.09%	0.10%	Q1 2017	Q4 2019	12
WADE G W & INC	12	12	0.08%	0.15%	0.21%	Q4 2020	Q3 2023	12
MISSION WEALTH MANAGEMENT, LP	12	12	0.03%	0.06%	0.08%	Q1 2018	Q4 2020	12
TODD ASSET MANAGEMENT LLC	12	12	0.04%	0.07%	0.16%	Q2 2013	Q1 2016	12
Argent Trust Co	12	12	0.02%	0.04%	0.05%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.09%	0.14%	0.19%	Q4 2020	Q3 2023	12
Advisory Alpha, LLC	12	12	0.02%	0.19%	0.30%	Q4 2017	Q3 2020	12
TrueWealth Advisors, LLC	12	12	0.13%	0.22%	0.35%	Q4 2020	Q3 2023	12
FormulaFolio Investments, LLC	3	2	0.01%	0.07%	0.27%	Q3 2016	Q4 2020	12
Smith Anglin Financial, LLC	12	12	1.28%	1.84%	2.59%	Q4 2020	Q3 2023	12
Renasant Bank	12	12	0.84%	1.04%	1.35%	Q4 2020	Q3 2023	12
BRANDYWINE OAK PRIVATE WEALTH LLC	8	1	0.01%	0.04%	0.06%	Q4 2018	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	3.95%	5.05%	5.52%	Q4 2020	Q3 2023	12
Moors & Cabot, Inc.	11	1	0.02%	0.03%	0.04%	Q2 2014	Q3 2023	12
HHM Wealth Advisors, LLC	12	12	0.03%	0.06%	0.08%	Q4 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	0.38%	0.51%	0.67%	Q4 2020	Q3 2023	12
MTM Investment Management, LLC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Oxler Private Wealth LLC	12	12	0.46%	1.45%	2.15%	Q4 2020	Q3 2023	12
Anchor Investment Management, LLC	12	12	0.03%	0.04%	0.07%	Q1 2021	Q4 2023	12
Jacobi Capital Management LLC	12	12	0.00%	0.00%	0.00%	Q4 2018	Q3 2021	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	2.81%	3.61%	4.82%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.13%	0.24%	0.40%	Q4 2020	Q3 2023	12
Wealth Quarterback LLC	5	1	0.11%	0.66%	3.01%	Q1 1987	Q3 2023	12
Whitegate Investment Counselors, Inc.	6	5	0.05%	0.05%	0.05%	Q1 2017	Q4 2019	11
HM PAYSON & CO	6	2	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	11
Kovack Advisors, Inc.	5	1	0.06%	0.62%	1.96%	Q4 2012	Q3 2018	11
Personal Wealth Partners	11	11	0.35%	0.51%	1.09%	Q3 2019	Q1 2022	11
Krilogy Financial LLC	9	1	0.02%	0.02%	0.03%	Q3 2015	Q3 2018	11
CAMG Solamere Management, LLC	11	11	0.10%	0.51%	0.84%	Q3 2017	Q1 2020	11
TRUEWEALTH LLC	11	11	0.02%	0.03%	0.04%	Q4 2017	Q2 2020	11
Orion Capital Management LLC	10	1	0.05%	0.05%	0.06%	Q4 2020	Q3 2023	11
Quad-Cities Investment Group, LLC	6	1	0.00%	0.11%	0.18%	Q4 2018	Q2 2023	11
Stonebridge Financial Planning Group, LLC	11	11	0.24%	0.31%	0.53%	Q1 2021	Q3 2023	11
True Link Financial Advisors, LLC	7	4	0.02%	0.20%	0.41%	Q4 2020	Q3 2023	11
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11	11	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	11
WestHill Financial Advisors, Inc.	9	2	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	11
Bogart Wealth, LLC	11	11	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	11
WOLVERINE TRADING, LLC	2	1	0.00%	0.00%	0.01%	Q2 2016	Q2 2020	11
Sage Mountain Advisors LLC	11	11	0.06%	0.08%	0.11%	Q1 2021	Q3 2023	11
WNY Asset Management, LLC	11	11	0.12%	0.18%	0.22%	Q1 2021	Q3 2023	11
SMITH SHELLNUT WILSON LLC /ADV	11	11	0.01%	0.13%	0.62%	Q1 2019	Q3 2021	11
LOWE BROCKENBROUGH & CO INC	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
ROPES WEALTH ADVISORS LLC	5	1	0.00%	0.02%	0.07%	Q3 2016	Q4 2022	11
Concord Wealth Partners	7	4	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	11
Hudson Capital Management LLC	11	11	0.22%	1.24%	2.70%	Q4 2017	Q2 2020	11
Old North State Trust, LLC	7	4	0.02%	0.03%	0.04%	Q3 2018	Q2 2021	11
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	11	11	0.04%	0.18%	0.32%	Q1 2021	Q3 2023	11
Huntington Steele LLC	11	11	0.09%	0.15%	0.17%	Q3 2015	Q1 2018	11
CT Financial Advisors LLC	10	1	0.10%	0.12%	0.16%	Q1 2014	Q1 2017	11
BFSG, LLC	11	11	0.68%	1.18%	1.50%	Q1 2021	Q3 2023	11
Clear Creek Financial Management, LLC	10	1	0.04%	0.29%	2.43%	Q3 2020	Q3 2023	11
CENTAURUS FINANCIAL, INC.	4	1	0.01%	0.11%	0.23%	Q4 2017	Q3 2022	11
Nachman Norwood & Parrott, Inc	11	11	0.11%	0.19%	0.28%	Q4 2018	Q2 2021	11
Campion Asset Management	11	11	0.33%	0.99%	1.39%	Q1 2021	Q3 2023	11
Pinkerton Retirement Specialists, LLC	6	2	0.01%	1.87%	6.19%	Q4 2014	Q2 2022	11
Polaris Wealth Advisory Group, LLC	11	11	2.21%	3.56%	5.64%	Q2 2013	Q4 2015	11
Spire Wealth Management	11	11	0.03%	0.05%	0.07%	Q1 2021	Q3 2023	11
Snowden Capital Advisors LLC	8	1	0.00%	0.01%	0.02%	Q2 2019	Q3 2023	11
Trilogy Capital Inc.	11	11	0.26%	0.50%	0.78%	Q4 2017	Q2 2020	11
Main Street Financial Solutions, LLC	11	11	0.05%	0.08%	0.09%	Q1 2021	Q3 2023	11
WESTPORT RESOURCES MANAGEMENT INC	11	11	0.01%	0.01%	0.01%	Q2 2013	Q4 2015	11
Lumature Wealth Partners, LLC	11	11	0.62%	0.76%	0.93%	Q4 2020	Q2 2023	11
Orion Portfolio Solutions, LLC	3	2	0.00%	0.21%	2.11%	Q4 2019	Q3 2023	11
Cable Hill Partners, LLC	9	2	0.01%	0.01%	0.02%	Q4 2014	Q1 2019	11
CIM, LLC	11	11	0.06%	0.07%	0.07%	Q2 2020	Q4 2022	11
THOROUGHBRED FINANCIAL SERVICES, LLC	7	4	0.02%	0.05%	0.08%	Q4 2020	Q3 2023	11
HYA Advisors, Inc	11	11	0.35%	0.49%	0.65%	Q4 2019	Q2 2022	11
MACRO Consulting Group	11	11	3.36%	4.08%	4.67%	Q4 2018	Q2 2021	11
Baystate Wealth Management LLC	7	1	0.00%	0.02%	0.10%	Q2 2013	Q3 2023	11
Newton One Investments LLC	10	10	0.31%	0.38%	0.49%	Q2 2021	Q3 2023	10
Timber Hill LLC	6	1	0.00%	0.03%	0.08%	Q3 2013	Q1 2018	10
Renaissance Technologies	3	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2023	10
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	8	2	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	10
Royal Fund Management, LLC	5	1	0.01%	0.86%	1.94%	Q1 2017	Q2 2023	10
GPM Growth Investors, Inc.	10	10	0.33%	0.70%	0.93%	Q1 2021	Q2 2023	10
Graves Light Lenhart Wealth, Inc.	10	10	0.02%	0.32%	0.45%	Q2 2021	Q3 2023	10
Hedeker Wealth, LLC	4	1	0.07%	0.25%	0.68%	Q4 2014	Q3 2021	10
WEDBUSH SECURITIES INC	10	10	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	10
PSI Advisors, LLC	9	1	0.01%	0.06%	0.26%	Q4 2019	Q3 2023	10
Partnervest Advisory Services LLC	5	1	0.00%	0.13%	0.29%	Q2 2013	Q3 2018	10
ACAS, LLC	6	4	1.08%	1.17%	1.26%	Q1 2021	Q3 2023	10
Iron Horse Wealth Management, LLC	6	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	10
ATLAS CAPITAL ADVISORS LLC	9	1	0.06%	0.10%	0.11%	Q1 2018	Q3 2023	10
First Command Bank	10	10	0.00%	0.01%	0.01%	Q3 2017	Q4 2019	10
Focused Wealth Management, Inc	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Dana Investment Advisors, Inc.	9	1	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	10
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	10	10	0.19%	0.63%	0.83%	Q4 2017	Q1 2020	10
CITY NATIONAL BANK	10	10	0.11%	0.12%	0.16%	Q2 2013	Q3 2015	10
HARBOUR INVESTMENTS, INC.	6	4	0.01%	0.02%	0.05%	Q1 2021	Q3 2023	10
Bellwether Advisors, LLC	10	10	0.02%	0.02%	0.03%	Q4 2020	Q1 2023	10
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	6	4	0.04%	0.08%	0.22%	Q4 2017	Q2 2022	10
Apollon Wealth Management, LLC	9	1	0.01%	0.07%	0.11%	Q2 2020	Q3 2023	10
First Command Financial Services, Inc.	10	10	0.00%	0.01%	0.01%	Q3 2017	Q4 2019	10
IFG Advisory, LLC	5	1	0.02%	0.31%	1.40%	Q1 2019	Q3 2023	10
PIERSHALE FINANCIAL GROUP, INC.	3	1	0.01%	9.31%	15.04%	Q2 2014	Q3 2021	10
Transform Wealth, LLC	6	4	0.09%	0.12%	0.18%	Q2 2016	Q4 2018	10
EPG Wealth Management LLC	5	2	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	10
Syverson Strege & Co	10	10	0.01%	0.02%	0.03%	Q4 2020	Q1 2023	10
Curated Wealth Partners LLC	10	10	0.07%	0.13%	0.24%	Q2 2021	Q3 2023	10
AMG National Trust Bank	10	10	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	10
JTC Employer Solutions Trustee Ltd	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
BINGHAM OSBORN & SCARBOROUGH LLC	9	1	0.02%	0.52%	0.97%	Q3 2018	Q3 2021	10
Venture Visionary Partners LLC	7	3	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	10
CAHABA WEALTH MANAGEMENT, INC.	10	10	0.06%	0.11%	0.16%	Q1 2018	Q2 2020	10
FLAGSHIP HARBOR ADVISORS, LLC	10	10	0.01%	0.02%	0.02%	Q2 2018	Q3 2020	10
Tarbox Family Office, Inc.	8	2	0.00%	0.00%	0.00%	Q4 2013	Q1 2022	10
Carmichael Hill & Associates, Inc.	10	10	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	10
CIBC Private Wealth Group, LLC	4	3	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	10
PineBridge Investments, L.P.	10	10	0.12%	0.83%	1.79%	Q4 2016	Q1 2019	10
Summit Global Investments	10	10	0.02%	0.02%	0.03%	Q2 2021	Q3 2023	10
Selective Wealth Management, Inc.	10	10	0.01%	0.01%	0.02%	Q2 2020	Q3 2022	10
Relaxing Retirement Coach	6	1	0.07%	0.14%	0.27%	Q3 2020	Q2 2023	10
Horan Securities, Inc.	7	3	0.01%	0.02%	0.03%	Q4 2020	Q2 2023	10
Parsec Financial Management, Inc.	10	10	0.01%	1.49%	2.53%	Q4 2020	Q1 2023	10
Bromfield Sneider Wealth Advisors	9	9	0.15%	0.20%	0.25%	Q4 2021	Q4 2023	9
NatWest Group plc	5	4	0.01%	0.02%	0.12%	Q2 2013	Q4 2015	9
AWM CAPITAL, LLC	9	9	0.10%	0.29%	0.54%	Q3 2021	Q3 2023	9
Gerstein Fisher	9	9	0.07%	0.25%	0.33%	Q3 2014	Q3 2016	9
RWA WEALTH PARTNERS, LLC	5	2	0.01%	0.04%	0.19%	Q1 2018	Q3 2023	9
Accel Wealth Management	6	3	0.00%	0.00%	0.00%	Q4 2020	Q1 2023	9
Summit Financial, LLC	9	9	0.14%	0.18%	0.24%	Q3 2021	Q3 2023	9
Hayden Royal, LLC	6	3	0.22%	0.78%	2.55%	Q3 2019	Q4 2021	9
Castleview Partners, LLC	8	1	0.00%	0.02%	0.04%	Q2 2021	Q3 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.00%	0.00%	Q2 2013	Q2 2015	9
Alpha Cubed Investments, LLC	9	9	0.02%	0.04%	0.05%	Q1 2017	Q1 2019	9
QUEST CAPITAL MANAGEMENT INC /ADV	5	4	0.05%	0.06%	0.06%	Q1 2019	Q4 2021	9
KWMG, LLC	5	4	0.00%	0.02%	0.04%	Q2 2018	Q1 2022	9
Dorsey Wright & Associates	4	2	0.03%	1.47%	2.84%	Q2 2013	Q2 2021	9
WEBSTER BANK, N. A.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Aptus Capital Advisors, LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
J.W. COLE ADVISORS, INC.	8	1	0.02%	0.03%	0.04%	Q2 2021	Q3 2023	9
HOLLENCREST CAPITAL MANAGEMENT	4	2	0.01%	0.02%	0.03%	Q4 2013	Q3 2023	9
QUANTUM CAPITAL MANAGEMENT	9	9	0.04%	0.05%	0.07%	Q2 2013	Q2 2015	9
DB Wealth Management Group, LLC	5	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	9
PARAMETRIC PORTFOLIO ASSOCIATES LLC	7	2	0.00%	0.00%	0.00%	Q2 2018	Q1 2022	9
High Net Worth Advisory Group LLC	9	9	0.16%	0.24%	0.31%	Q4 2021	Q4 2023	9
Waldron Private Wealth LLC	9	9	0.04%	0.06%	0.10%	Q3 2021	Q3 2023	9
Summit Financial Wealth Advisors, LLC	4	1	0.06%	0.08%	0.10%	Q3 2016	Q4 2022	9
Destiny Wealth Partners, LLC	6	1	0.01%	0.04%	0.04%	Q4 2020	Q2 2023	9
Measured Wealth Private Client Group, LLC	7	2	0.07%	0.28%	0.39%	Q2 2018	Q2 2021	9
Corbenic Partners LLC	9	9	0.01%	0.02%	0.02%	Q3 2015	Q3 2017	9
Dentgroup LLC	9	9	0.77%	1.01%	1.37%	Q4 2021	Q4 2023	9
TNF LLC	9	9	0.10%	0.23%	1.16%	Q3 2021	Q3 2023	9
Ahrens Investment Partners LLC	3	1	0.01%	0.06%	0.10%	Q2 2017	Q1 2023	9
RGT Wealth Advisors, LLC	9	9	11.17%	14.39%	17.07%	Q3 2020	Q3 2022	9
Newman & Schimel, LLC	9	9	0.16%	0.32%	0.51%	Q4 2020	Q4 2022	9
SRS Capital Advisors, Inc.	4	1	0.00%	0.97%	4.92%	Q3 2018	Q3 2023	9
AdvicePeriod, LLC	9	9	0.03%	0.10%	0.16%	Q2 2019	Q2 2021	9
Gradient Investments LLC	6	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2022	9
Kohmann Bosshard Financial Services, LLC	9	9	0.05%	0.06%	0.07%	Q3 2021	Q3 2023	9
Your Advocates Ltd., LLP	9	9	0.00%	0.00%	0.00%	Q1 2020	Q1 2022	9
Kistler-Tiffany Companies, LLC	9	9	0.00%	0.01%	0.01%	Q2 2021	Q2 2023	9
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	9	9	0.01%	0.01%	0.01%	Q4 2017	Q4 2019	9
Vickerman Investment Advisors, Inc.	9	9	0.23%	0.29%	0.39%	Q3 2021	Q3 2023	9
Newbridge Financial Services Group, Inc.	5	4	0.00%	0.02%	0.02%	Q3 2020	Q3 2023	9
VECTOR WEALTH MANAGEMENT, LLC	9	9	0.21%	0.40%	0.56%	Q4 2014	Q4 2016	9
U.S. Capital Wealth Advisors, LLC	9	9	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	9
Truvestments Capital LLC	5	1	0.01%	0.01%	0.02%	Q3 2018	Q1 2021	9
Visionary Wealth Advisors	9	9	0.04%	0.08%	0.10%	Q2 2020	Q2 2022	9
Regal Wealth Group, Inc.	9	9	0.01%	0.03%	0.06%	Q1 2019	Q1 2021	9
Estate Counselors, LLC	4	1	0.07%	0.74%	1.42%	Q3 2015	Q3 2018	9
WealthShield Partners, LLC	7	1	0.00%	0.16%	0.45%	Q1 2021	Q3 2023	8
Forbes Financial Planning, Inc.	8	8	5.62%	7.12%	7.65%	Q4 2021	Q3 2023	8
Stillwater Investment Management, LLC	8	8	0.08%	0.09%	0.09%	Q2 2021	Q1 2023	8
Baron Financial Group, LLC	8	8	0.00%	0.00%	0.00%	Q3 2020	Q2 2022	8
Diversified Trust Co	8	8	0.05%	0.09%	0.11%	Q1 2022	Q4 2023	8
Fortis Advisors, LLC	7	1	0.02%	0.11%	0.22%	Q2 2018	Q2 2022	8
Trail Ridge Investment Advisors, LLC	8	8	0.24%	0.30%	0.38%	Q4 2021	Q3 2023	8
B. Riley Wealth Management, Inc.	6	2	0.03%	0.07%	0.22%	Q1 2014	Q4 2019	8
Richard P Slaughter Associates Inc	8	8	0.08%	0.14%	0.23%	Q1 2022	Q4 2023	8
Arete Wealth Advisors, LLC	4	1	0.02%	0.32%	0.54%	Q2 2016	Q3 2022	8
Klingman & Associates, LLC	8	8	0.03%	0.04%	0.04%	Q4 2014	Q3 2016	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.07%	0.09%	0.10%	Q4 2021	Q3 2023	8
Outlook Wealth Advisors, LLC	6	2	0.13%	0.14%	0.16%	Q3 2019	Q3 2022	8
Mechanics Financial Corp	8	8	0.16%	0.17%	0.18%	Q4 2021	Q3 2023	8
Joel Isaacson & Co., LLC	8	8	0.04%	0.09%	0.16%	Q4 2016	Q3 2018	8
UBS ASSET MANAGEMENT AMERICAS INC	8	8	0.00%	0.00%	0.00%	Q4 2017	Q3 2019	8
CarsonAllaria Wealth Management, Ltd.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
MONEYWISE, INC.	6	1	0.16%	0.18%	0.23%	Q3 2016	Q1 2019	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.01%	0.01%	0.01%	Q2 2013	Q1 2015	8
Cerity Partners LLC	8	8	0.00%	0.07%	0.15%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.96%	1.21%	1.41%	Q4 2021	Q3 2023	8
BAROMETER CAPITAL MANAGEMENT INC.	3	1	0.10%	0.24%	0.49%	Q2 2016	Q3 2023	8
Columbia Trust Co 01012016	7	1	0.12%	0.14%	0.20%	Q2 2021	Q3 2023	8
MARINER INDEPENDENT ADVISOR NETWORK, LLC	7	1	0.04%	0.23%	0.49%	Q3 2016	Q3 2022	8
HRT FINANCIAL LP	5	1	0.00%	0.02%	0.04%	Q2 2021	Q3 2023	8
Quent Capital, LLC	8	8	0.59%	0.67%	0.74%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	0.38%	1.93%	2.82%	Q4 2021	Q3 2023	8
55I, LLC	8	8	0.02%	0.27%	1.40%	Q4 2020	Q3 2022	8
CNB Bank	8	8	0.00%	0.01%	0.01%	Q4 2017	Q3 2019	8
Northeast Financial Group, Inc.	3	2	1.50%	2.76%	4.16%	Q4 2020	Q1 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.24%	0.28%	0.30%	Q4 2021	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.10%	0.13%	0.16%	Q2 2013	Q1 2015	8
Rise Advisors, LLC	8	8	0.11%	0.14%	0.17%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.07%	0.15%	0.21%	Q4 2021	Q3 2023	8
Barrett Asset Management, LLC	8	8	0.00%	0.00%	0.00%	Q1 2018	Q4 2019	8
StoneX Group Inc.	6	2	0.04%	0.25%	0.46%	Q2 2017	Q2 2021	8
Covington Capital Management	6	2	0.00%	0.01%	0.01%	Q1 2020	Q3 2022	8
PFG Advisors	4	4	0.02%	0.03%	0.05%	Q4 2020	Q2 2023	8
Missouri Trust & Investment Co	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
Paradigm Financial Partners, LLC	5	3	0.05%	0.14%	0.28%	Q4 2018	Q4 2021	8
Jaffetilchin Investment Partners, LLC	5	3	0.05%	0.09%	0.13%	Q1 2018	Q1 2020	8
DUMONT & BLAKE INVESTMENT ADVISORS LLC	8	8	0.45%	0.70%	0.85%	Q2 2013	Q1 2015	8
Atria Investments, Inc	3	1	0.03%	0.11%	0.17%	Q2 2013	Q2 2022	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Parkside Investments, LLC	8	8	0.07%	0.40%	0.60%	Q4 2018	Q3 2020	8
Beaird Harris Wealth Management, LLC	8	8	0.06%	0.13%	0.23%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.04%	0.06%	0.10%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	4.75%	5.08%	5.38%	Q4 2021	Q3 2023	8
Whitnell & Co.	8	8	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.33%	0.40%	0.48%	Q4 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.01%	0.07%	0.14%	Q4 2021	Q3 2023	8
LTG Capital LLC	8	8	3.64%	3.88%	4.38%	Q4 2021	Q3 2023	8
Ulland Investment Advisors, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Richwood Investment Advisors, LLC	8	8	0.57%	0.58%	0.59%	Q4 2021	Q3 2023	8
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	6	2	0.04%	0.05%	0.07%	Q1 2020	Q1 2022	8
Cassady Schiller Wealth Management, LLC	8	8	0.95%	1.13%	1.33%	Q4 2021	Q3 2023	8
LVM CAPITAL MANAGEMENT LTD/MI	7	1	0.07%	0.08%	0.09%	Q2 2013	Q3 2016	8
FourThought Financial, LLC	8	8	0.00%	0.00%	0.01%	Q4 2020	Q3 2022	8
F3Logic, LLC	8	8	0.03%	0.05%	0.06%	Q1 2021	Q4 2022	8
Index Fund Advisors, Inc.	8	8	0.03%	0.04%	0.06%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	1.89%	2.49%	2.95%	Q4 2021	Q3 2023	8
Firestone Capital Management	8	8	0.01%	0.01%	0.01%	Q4 2019	Q3 2021	8
King Wealth Management Group	8	8	0.28%	0.33%	0.37%	Q4 2021	Q3 2023	8
Ameritas Investment Company, LLC	4	1	0.00%	0.03%	0.05%	Q1 2019	Q3 2021	8
RFG Advisory, LLC	7	1	0.02%	0.05%	0.08%	Q2 2019	Q2 2022	8
Bison Wealth, LLC	8	8	0.01%	0.06%	0.14%	Q4 2019	Q3 2021	8
NORTHWEST INVESTMENT COUNSELORS, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	0.33%	0.59%	0.99%	Q4 2021	Q3 2023	8
BRIGGS ADVISORY GROUP, INC.	8	8	0.43%	0.56%	0.75%	Q4 2021	Q3 2023	8
Pacific Center for Financial Services	5	3	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
CAPITAL ONE FINANCIAL CORP	8	8	0.08%	0.10%	0.12%	Q1 2020	Q4 2021	8
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	8	8	0.04%	0.05%	0.07%	Q2 2013	Q1 2015	8
ClearBridge Investments	7	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2018	8
BOSTON FAMILY OFFICE LLC	8	8	0.02%	0.05%	0.08%	Q4 2021	Q3 2023	8
Insight Inv LLC	8	8	0.04%	0.04%	0.04%	Q4 2021	Q3 2023	8
Mystic Asset Management, Inc.	8	8	0.30%	0.32%	0.33%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
JSF Financial, LLC	7	1	0.16%	1.68%	2.32%	Q4 2019	Q3 2023	8
Narwhal Capital Management	8	8	0.03%	0.03%	0.03%	Q4 2021	Q3 2023	8
Viewpoint Capital Management LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
CEDAR HILL ASSOCIATES, LLC	8	8	0.81%	1.24%	1.47%	Q1 2017	Q4 2018	8
CreativeOne Wealth, LLC	5	1	0.05%	0.17%	0.44%	Q2 2020	Q2 2023	8
JMAC ENTERPRISES LLC	8	8	0.08%	0.08%	0.09%	Q4 2021	Q3 2023	8
Mascoma Wealth Management LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
TAGStone Capital, Inc.	8	8	0.41%	0.48%	0.56%	Q4 2021	Q3 2023	8
Advisors Preferred, LLC	2	1	0.77%	4.50%	12.93%	Q4 2013	Q4 2019	8
Guidant Wealth Advisors	4	4	0.01%	0.01%	0.02%	Q3 2016	Q3 2019	8
Stephens Consulting, LLC	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Essex Financial Services, Inc.	7	1	0.02%	0.04%	0.05%	Q3 2018	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	1.12%	1.17%	1.20%	Q4 2021	Q3 2023	8
Keystone Wealth Services, LLC	8	8	0.11%	0.18%	0.33%	Q4 2021	Q3 2023	8
First National Bank of South Miami	8	8	0.03%	0.41%	0.59%	Q4 2018	Q3 2020	8
MAYPORT, LLC	8	8	0.16%	0.21%	0.26%	Q4 2021	Q3 2023	8
Concert Wealth Management Inc.	7	1	0.03%	0.05%	0.07%	Q4 2014	Q4 2016	8
JEPPSON WEALTH MANAGEMENT, LLC	8	8	0.10%	0.12%	0.15%	Q3 2020	Q2 2022	8
Charter Oak Capital Management, LLC	7	7	0.02%	0.02%	0.02%	Q4 2020	Q2 2022	7
Aurora Private Wealth, Inc.	7	7	0.09%	0.32%	0.67%	Q4 2019	Q2 2021	7
Hardy Reed LLC	5	2	0.05%	0.05%	0.06%	Q4 2020	Q1 2023	7
FIRST CITIZENS BANK & TRUST CO	6	1	0.01%	0.01%	0.01%	Q1 2021	Q2 2023	7
Dorsey & Whitney Trust CO LLC	7	7	0.04%	0.05%	0.05%	Q2 2017	Q4 2018	7
IEQ CAPITAL, LLC	5	2	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
EVERMAY WEALTH MANAGEMENT LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Bensler, LLC	7	7	0.06%	0.06%	0.07%	Q1 2022	Q3 2023	7
COZAD ASSET MANAGEMENT INC	7	7	0.12%	0.17%	0.20%	Q1 2022	Q3 2023	7
COUNTRY CLUB BANK /GFN	7	7	0.16%	0.18%	0.19%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
TD Waterhouse Canada Inc.	4	3	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	7
BRADLEY FOSTER & SARGENT INC/CT	6	1	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	7
VICUS CAPITAL	6	1	0.38%	0.63%	0.88%	Q4 2014	Q3 2023	7
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	7	7	0.10%	0.27%	0.33%	Q1 2022	Q3 2023	7
Capasso Planning Partners LLC	4	3	0.11%	0.14%	0.17%	Q4 2021	Q3 2023	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.00%	0.01%	Q4 2020	Q4 2022	7
Integrated Wealth Management	7	7	0.02%	0.02%	0.02%	Q1 2015	Q3 2016	7
Financial Connections Group, Inc.	7	7	0.01%	0.04%	0.12%	Q4 2021	Q2 2023	7
Bank of New Hampshire	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
FOUNDERS BANK & TRUST	7	7	0.02%	0.05%	0.06%	Q2 2013	Q4 2014	7
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	5	1	0.07%	0.10%	0.12%	Q2 2018	Q2 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.29%	1.16%	1.50%	Q2 2013	Q4 2014	7
Rockbridge Investment Management, LCC	7	7	0.02%	0.02%	0.02%	Q2 2020	Q4 2021	7
SALEM INVESTMENT COUNSELORS INC	6	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.08%	0.14%	0.27%	Q1 2022	Q3 2023	7
TCF National Bank	7	7	0.04%	0.04%	0.06%	Q3 2019	Q1 2021	7
SJS Investment Consulting Inc.	5	2	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	7
Placemark Investments, Inc.	7	7	0.01%	0.02%	0.04%	Q2 2013	Q4 2014	7
SYM FINANCIAL Corp	6	1	0.01%	0.16%	0.43%	Q4 2021	Q3 2023	7
Stokes & Hubbell Capital Management, LLC	6	1	0.06%	0.28%	0.75%	Q2 2017	Q1 2019	7
Stillwater Capital Advisors, LLC	7	7	0.26%	0.30%	0.34%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
Gladstone Institutional Advisory LLC	7	7	0.02%	0.04%	0.08%	Q1 2022	Q3 2023	7
Mezzasalma Advisors, LLC	6	1	0.12%	0.14%	0.18%	Q4 2020	Q4 2022	7
REGATTA CAPITAL GROUP, LLC	7	7	0.08%	0.76%	1.05%	Q4 2021	Q2 2023	7
Charles Schwab Trust Co	5	2	0.03%	0.04%	0.06%	Q2 2021	Q1 2023	7
Lindbrook Capital, LLC	7	7	0.01%	0.02%	0.03%	Q1 2022	Q3 2023	7
Heritage Wealth Advisors	7	7	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.00%	0.00%	0.01%	Q4 2021	Q2 2023	7
FIRST INTERSTATE BANK	7	7	0.02%	0.02%	0.02%	Q3 2015	Q1 2017	7
Dynamic Advisor Solutions LLC	3	1	0.02%	0.03%	0.05%	Q2 2019	Q3 2023	7
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	5	2	0.01%	0.01%	0.01%	Q3 2016	Q2 2018	7
Capital Bank & Trust Co	7	7	0.00%	0.00%	0.00%	Q4 2017	Q2 2019	7
Weaver Consulting Group	7	7	0.01%	0.01%	0.01%	Q1 2019	Q3 2020	7
HAZLETT, BURT & WATSON, INC.	7	7	0.46%	0.50%	0.52%	Q1 2022	Q3 2023	7
Perigon Wealth Management, LLC	3	1	0.00%	0.08%	0.17%	Q4 2016	Q2 2022	7
Polianta Ltd	2	1	1.79%	4.83%	7.36%	Q4 2016	Q1 2022	7
Kavar Capital Partners, LLC	3	1	0.00%	0.01%	0.01%	Q1 2014	Q2 2019	7
Johnson Midwest Financial, LLC	4	3	0.00%	10.72%	22.71%	Q4 2020	Q4 2022	7
SIMPLEX TRADING, LLC	2	1	0.00%	0.00%	0.01%	Q3 2015	Q2 2023	7
Strategic Blueprint, LLC	6	1	0.01%	0.07%	0.16%	Q2 2021	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.05%	0.08%	0.17%	Q1 2022	Q3 2023	7
Vivaldi Capital Management LP	4	1	0.06%	0.10%	0.29%	Q1 2019	Q4 2022	7
Beacon Capital Management, LLC	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
Waverly Advisors, LLC	5	1	0.00%	0.72%	1.49%	Q4 2017	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.00%	0.00%	0.01%	Q1 2021	Q4 2022	7
CAPSTONE ASSET MANAGEMENT CO	7	7	0.05%	0.07%	0.08%	Q2 2013	Q4 2014	7
EWG Elevate Inc.	4	3	0.01%	1.63%	3.56%	Q1 2021	Q1 2023	7
Private Vista, LLC	7	7	0.20%	0.25%	0.28%	Q4 2018	Q2 2020	7
BEAM WEALTH ADVISORS, INC.	3	2	0.76%	0.95%	1.36%	Q4 2019	Q1 2023	7
Kerntke Otto McGlone Wealth Management Group	7	7	0.16%	0.22%	0.24%	Q4 2019	Q2 2021	7
SVB WEALTH LLC	5	1	0.00%	0.00%	0.01%	Q2 2019	Q2 2021	7
Versant Capital Management, Inc	7	7	0.01%	0.10%	0.34%	Q2 2022	Q4 2023	7
Ameritas Advisory Services, LLC	6	1	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	7
Virtue Capital Management, LLC	3	1	0.01%	0.13%	0.20%	Q1 2018	Q3 2023	7
Strategic Point Investment Advisors, LLC	7	7	1.03%	1.18%	1.34%	Q1 2022	Q3 2023	7
OXFORD FINANCIAL GROUP, LTD. LLC	5	2	0.00%	0.01%	0.01%	Q1 2020	Q4 2022	7
MANCHESTER FINANCIAL INC	6	1	0.01%	0.01%	0.01%	Q2 2019	Q1 2021	7
Virtu KCG Holdings LLC	3	2	0.00%	0.02%	0.04%	Q2 2014	Q2 2017	7
PARK AVENUE SECURITIES LLC	6	1	0.01%	0.16%	1.08%	Q1 2019	Q3 2022	7
Hugh Johnson Advisors LLC	5	1	0.07%	0.08%	0.10%	Q4 2014	Q2 2019	7
TIAA, FSB	7	7	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	7
WealthTrust-Arizona, LLC	4	2	0.00%	0.00%	0.01%	Q3 2014	Q4 2018	6
NOMURA ASSET MANAGEMENT CO LTD	3	3	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	6
Grant/GrossMendelsohn, LLC	5	1	0.11%	0.90%	2.44%	Q1 2021	Q3 2022	6
Dougherty Wealth Advisers LLC	6	6	0.76%	0.89%	0.96%	Q4 2018	Q1 2020	6
Navalign, LLC	6	6	0.09%	0.14%	0.22%	Q1 2021	Q2 2022	6
Virtu Financial LLC	2	1	0.02%	0.04%	0.07%	Q4 2013	Q2 2018	6
Lee Financial Co	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	4	2	0.01%	0.02%	0.03%	Q3 2017	Q4 2019	6
WASHINGTON TRUST Co	5	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	6
Azimuth Capital Investment Management LLC	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
Close Asset Management Ltd	6	6	0.03%	0.03%	0.03%	Q2 2022	Q3 2023	6
Financial Partners Group, Inc	5	1	0.08%	0.15%	0.21%	Q4 2017	Q3 2023	6
Qube Research & Technologies Ltd	4	1	0.00%	0.02%	0.13%	Q4 2019	Q3 2023	6
UNIONVIEW, LLC	6	6	0.30%	0.58%	0.79%	Q2 2022	Q3 2023	6
Morton Brown Family Wealth, LLC	6	6	0.01%	0.33%	0.61%	Q2 2022	Q3 2023	6
Tower View Wealth Management LLC	6	6	0.00%	0.00%	0.01%	Q3 2018	Q4 2019	6
Squar Milner Financial Services LLC	4	2	0.00%	0.01%	0.01%	Q3 2018	Q1 2020	6
Blackston Financial Advisory Group, LLC	6	6	0.20%	0.25%	0.34%	Q1 2022	Q2 2023	6
Berman Capital Advisors, LLC	6	6	0.18%	0.54%	0.65%	Q4 2018	Q1 2020	6
Ancora Advisors LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
UBS AG	6	6	0.02%	0.03%	0.03%	Q2 2013	Q3 2014	6
CYPRESS FINANCIAL PLANNING LLC	6	6	0.23%	0.29%	0.31%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.02%	0.12%	Q2 2022	Q3 2023	6
INSPIRION WEALTH ADVISORS, LLC	6	6	0.04%	0.05%	0.08%	Q2 2022	Q3 2023	6
Corsicana & Co.	6	6	0.01%	0.01%	0.02%	Q2 2021	Q3 2022	6
PRIVATE TRUST CO NA	6	6	0.11%	0.13%	0.14%	Q2 2022	Q3 2023	6
Cooper Financial Group	6	6	0.10%	0.15%	0.25%	Q2 2022	Q3 2023	6
DIVIDEND ASSETS CAPITAL, LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
NorthCrest Asset Manangement, LLC	3	1	0.23%	0.28%	0.39%	Q4 2021	Q3 2023	6
Legacy Financial Advisors, Inc.	6	6	0.00%	0.00%	0.00%	Q4 2017	Q1 2019	6
Johnson Financial Group, Inc.	6	6	0.00%	0.00%	0.01%	Q1 2022	Q2 2023	6
Commonwealth Financial Services, LLC	5	1	0.11%	2.94%	5.07%	Q4 2014	Q1 2017	6
FOSTER & MOTLEY INC	3	3	0.02%	0.02%	0.02%	Q4 2021	Q2 2023	6
Halpern Financial, Inc.	3	1	0.00%	0.12%	0.63%	Q4 2019	Q2 2022	6
WEATHERLY ASSET MANAGEMENT L. P.	3	1	0.04%	0.08%	0.10%	Q4 2013	Q3 2018	6
USA FINANCIAL FORMULAS	3	3	0.00%	0.01%	0.01%	Q1 2021	Q3 2022	6
Freedman Financial Associates, Inc.	6	6	2.34%	2.51%	2.61%	Q4 2020	Q1 2022	6
Kore Private Wealth LLC	6	6	0.08%	0.09%	0.11%	Q1 2019	Q2 2020	6
CoreFirst Bank & Trust	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
MCDONALD PARTNERS LLC	4	2	0.05%	0.06%	0.07%	Q4 2020	Q2 2022	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.25%	0.36%	0.45%	Q4 2020	Q1 2022	6
WealthPLAN Partners, LLC	2	1	0.01%	0.02%	0.05%	Q4 2015	Q2 2023	6
Forum Private Client Group LLC	6	6	0.57%	0.66%	0.75%	Q1 2022	Q2 2023	6
EXANE DERIVATIVES	6	6	0.00%	0.01%	0.04%	Q1 2021	Q2 2022	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.18%	0.24%	0.32%	Q2 2022	Q3 2023	6
FLOW TRADERS U.S. LLC	2	1	0.00%	0.11%	0.54%	Q1 2014	Q3 2021	6
US FINANCIAL ADVISORS, LLC	6	6	0.03%	0.03%	0.05%	Q4 2014	Q1 2016	6
Telos Capital Management, Inc.	3	3	0.26%	0.36%	0.43%	Q2 2016	Q2 2020	6
Avantax Planning Partners, Inc.	4	1	0.01%	0.02%	0.04%	Q4 2016	Q3 2018	6
Csenge Advisory Group	6	6	0.05%	0.38%	0.56%	Q1 2021	Q2 2022	6
Cornerstone Wealth Management, LLC	2	1	0.01%	0.09%	0.38%	Q1 2016	Q3 2023	6
Cadent Capital Advisors, LLC	6	6	0.99%	1.71%	2.41%	Q1 2022	Q2 2023	6
Carnick & Kubik, LLC	4	1	0.08%	0.22%	0.58%	Q2 2014	Q1 2016	6
SAGE FINANCIAL GROUP INC	6	6	0.04%	0.04%	0.04%	Q2 2022	Q3 2023	6
Stone Asset Management Inc.	6	6	3.64%	4.61%	5.63%	Q4 2021	Q1 2023	6
Integer Wealth Advisors Group LLC	6	6	0.45%	0.70%	1.12%	Q4 2019	Q1 2021	6
Edge Advisors, LLC	3	2	0.00%	0.00%	0.00%	Q4 2016	Q2 2018	5
BerganKDV Wealth Management, LLC	4	1	0.00%	0.00%	0.00%	Q2 2018	Q4 2021	5
Burt Wealth Advisors	5	5	0.09%	0.10%	0.12%	Q3 2017	Q3 2018	5
NICOLET BANKSHARES INC	4	1	0.06%	0.07%	0.07%	Q2 2022	Q3 2023	5
Lake Point Wealth Management	3	2	0.00%	0.00%	0.02%	Q4 2018	Q1 2020	5
Total Clarity Wealth Management, Inc.	4	1	0.01%	0.49%	1.27%	Q1 2021	Q2 2022	5
Baltimore-Washington Financial Advisors, Inc.	5	5	0.00%	0.00%	0.00%	Q4 2013	Q4 2014	5
Armbruster Capital Management, Inc.	5	5	0.92%	1.17%	1.52%	Q4 2018	Q4 2019	5
Confluence Wealth Services, Inc.	4	1	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	5
Farmers National Bank	3	2	0.03%	0.08%	0.14%	Q4 2017	Q2 2019	5
CM WEALTH ADVISORS LLC	3	2	0.09%	0.11%	0.15%	Q2 2022	Q3 2023	5
Connectus Wealth, LLC	5	5	0.01%	0.01%	0.01%	Q2 2022	Q2 2023	5
Leonard Rickey Investment Advisors P.L.L.C.	4	1	0.12%	0.21%	0.24%	Q4 2017	Q4 2019	5
Southern Wealth Management, LLP	3	2	0.11%	0.14%	0.20%	Q4 2019	Q1 2023	5
InterOcean Capital Group, LLC	5	5	0.01%	0.02%	0.02%	Q3 2022	Q3 2023	5
Courage Miller Partners, LLC	5	5	2.61%	2.73%	2.86%	Q2 2013	Q2 2014	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.03%	0.05%	0.10%	Q4 2016	Q4 2017	5
NorthLanding Financial Partners, LLC	5	5	0.41%	0.47%	0.56%	Q3 2022	Q3 2023	5
SMI Advisory Services, LLC	2	1	0.06%	1.22%	3.00%	Q1 2021	Q1 2023	5
Elite Wealth Management, Inc.	5	5	0.02%	0.02%	0.02%	Q3 2013	Q3 2014	5
NWK Group, Inc.	5	5	0.00%	0.00%	0.00%	Q1 2020	Q1 2021	5
Galvin, Gaustad & Stein, LLC	5	5	0.02%	0.03%	0.03%	Q4 2020	Q4 2021	5
Bryn Mawr Capital Management, LLC	2	1	0.02%	0.13%	0.21%	Q4 2016	Q2 2023	5
Quadrant Private Wealth Management, LLC	4	1	0.07%	0.08%	0.11%	Q2 2022	Q3 2023	5
Paragon Advisors, LLC	5	5	0.24%	1.41%	2.82%	Q3 2022	Q3 2023	5
TUCKER ASSET MANAGEMENT LLC	5	5	0.00%	0.00%	0.00%	Q2 2021	Q2 2022	5
PHH Investments, Ltd.	5	5	0.12%	0.14%	0.15%	Q4 2018	Q4 2019	5
RESOLUTE FINANCIAL, LLC	5	5	1.38%	1.44%	1.48%	Q4 2021	Q4 2022	5
Sierra Capital LLC	5	5	0.01%	0.01%	0.01%	Q1 2021	Q1 2022	5
Efficient Advisors, LLC	5	5	0.19%	0.28%	0.33%	Q2 2015	Q2 2016	5
WILMINGTON TRUST CO	5	5	0.35%	0.46%	0.52%	Q2 2013	Q2 2014	5
Legend Financial Advisors, Inc.	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Sepio Capital, LP	5	5	0.58%	0.70%	0.82%	Q3 2022	Q3 2023	5
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	5	5	0.01%	0.01%	0.01%	Q3 2016	Q3 2017	5
Wilmington Trust Investment Management, LLC	5	5	0.09%	0.20%	0.26%	Q2 2013	Q2 2014	5
EverSource Wealth Advisors, LLC	3	2	0.00%	0.01%	0.05%	Q2 2022	Q3 2023	5
Legacy Advisors, LLC	3	2	0.00%	0.01%	0.02%	Q1 2018	Q2 2019	5
BARRETT & COMPANY, INC.	5	5	0.27%	0.29%	0.31%	Q3 2022	Q3 2023	5
McCarthy Grittinger Financial Group, LLC	5	5	0.04%	0.04%	0.04%	Q4 2018	Q4 2019	5
BECKER CAPITAL MANAGEMENT INC	3	2	0.02%	0.06%	0.10%	Q3 2017	Q3 2023	5
Clarus Wealth Advisors	5	5	0.02%	0.02%	0.03%	Q2 2018	Q2 2019	5
IFG Advisors, LLC	4	1	0.10%	0.11%	0.13%	Q2 2022	Q3 2023	5
Wilmington Trust, National Association	5	5	0.42%	0.50%	0.55%	Q2 2013	Q2 2014	5
Pacifica Partners Inc.	3	2	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	5
Gupta Wealth Management LLC	5	5	0.01%	0.01%	0.02%	Q1 2015	Q1 2016	5
Abbrea Capital, LLC	5	5	0.03%	0.03%	0.03%	Q1 2021	Q1 2022	5
Mill Capital Management, LLC	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.26%	0.29%	0.35%	Q4 2018	Q4 2019	5
Ferris Capital, LLC	5	5	0.00%	0.00%	0.00%	Q1 2018	Q1 2019	5
Worth Asset Management, LLC	5	5	0.01%	0.01%	0.01%	Q2 2022	Q2 2023	5
Allegis Investment Advisors, LLC	4	1	0.00%	1.07%	1.90%	Q4 2015	Q1 2017	5
West Coast Financial LLC	3	1	0.04%	0.05%	0.06%	Q3 2017	Q2 2022	5
First PREMIER Bank	3	2	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	5
MARCO INVESTMENT MANAGEMENT LLC	4	1	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	5
GODSEY & GIBB, INC	5	5	0.00%	0.01%	0.02%	Q3 2022	Q3 2023	5
CPWM, LLC	5	5	0.08%	0.08%	0.09%	Q4 2016	Q4 2017	5
WILLNER & HELLER, LLC	5	5	0.37%	0.40%	0.44%	Q4 2021	Q4 2022	5
Lansing Street Advisors	5	5	0.26%	1.51%	2.62%	Q2 2022	Q2 2023	5
Sequent Asset Management, LLC	5	5	0.39%	0.42%	0.45%	Q4 2020	Q4 2021	5
WOODMONT INVESTMENT COUNSEL LLC	4	1	0.01%	0.01%	0.01%	Q2 2015	Q3 2016	5
Arcus Capital Partners, LLC	5	5	0.61%	0.68%	0.72%	Q4 2016	Q4 2017	5
Smart Money Group LLC	5	5	2.43%	2.88%	3.69%	Q4 2017	Q4 2018	5
CoreCap Advisors, LLC	5	5	0.00%	0.09%	0.16%	Q4 2021	Q4 2022	5
Meristem Family Wealth, LLC	5	5	0.02%	0.03%	0.04%	Q1 2021	Q1 2022	5
Crescent Capital Consulting, LLC	5	5	0.37%	0.60%	0.92%	Q4 2020	Q4 2021	5
Quantitative Investment Management, LLC	2	1	0.02%	0.12%	0.22%	Q2 2020	Q2 2023	5
Bickling Financial Services, Inc.	5	5	0.10%	0.10%	0.11%	Q1 2021	Q1 2022	5
Prestige Wealth Management Group LLC	5	5	0.03%	0.03%	0.04%	Q4 2018	Q4 2019	5
Wealthquest Corp	4	4	0.07%	0.08%	0.10%	Q4 2018	Q3 2019	4
Mattern Wealth Management LLC	3	1	0.29%	2.36%	3.47%	Q4 2019	Q3 2021	4
First County Bank /CT/	4	4	0.29%	0.68%	1.31%	Q4 2022	Q3 2023	4
CRA Financial Services, LLC	2	1	0.06%	0.08%	0.11%	Q4 2019	Q1 2022	4
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	4	4	0.06%	0.06%	0.06%	Q4 2017	Q3 2018	4
Spruce Investment Advisors LLC	4	4	2.54%	5.11%	6.49%	Q2 2016	Q1 2017	4
Crosspoint Capital Strategies, LLC	4	4	0.02%	0.04%	0.06%	Q1 2015	Q4 2015	4
WEST CHESTER CAPITAL ADVISORS, INC	3	1	0.03%	0.14%	0.18%	Q2 2013	Q2 2015	4
SOUTHERN CAPITAL ADVISORS, LLC	4	4	3.00%	3.25%	3.55%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.10%	0.19%	0.36%	Q4 2022	Q3 2023	4
Cardinal Point Capital Management ULC	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
OPPENHEIMER ASSET MANAGEMENT INC.	4	4	0.12%	0.13%	0.13%	Q4 2022	Q3 2023	4
Cardinal Point Wealth Management Partners, LLC	4	4	0.11%	0.12%	0.12%	Q4 2021	Q3 2022	4
Peachtree Investment Advisors, Inc.	4	4	0.00%	0.00%	0.00%	Q3 2014	Q2 2015	4
Colonial Trust Advisors	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Trexquant Investment LP	1	1	0.01%	0.03%	0.07%	Q1 2020	Q3 2023	4
ORSER CAPITAL MANAGEMENT, LLC	2	1	0.13%	0.48%	0.67%	Q4 2017	Q1 2022	4
First Western Capital Management Co	4	4	0.06%	0.07%	0.08%	Q3 2014	Q2 2015	4
TD Ameritrade Trust Co	4	4	0.97%	1.07%	1.18%	Q4 2014	Q3 2015	4
Verition Fund Management LLC	3	1	0.01%	0.01%	0.02%	Q2 2019	Q2 2020	4
Transamerica Financial Advisors, Inc.	4	4	0.02%	0.15%	0.31%	Q1 2015	Q4 2015	4
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4	4	0.03%	0.06%	0.07%	Q4 2020	Q3 2021	4
BOENNING & SCATTERGOOD, INC.	2	2	0.06%	0.07%	0.08%	Q2 2018	Q2 2019	4
Cassaday & Co Wealth Management LLC	4	4	0.18%	0.23%	0.36%	Q4 2022	Q3 2023	4
FFT WEALTH MANAGEMENT LLC	4	4	0.11%	0.11%	0.11%	Q4 2022	Q3 2023	4
V Wealth Advisors LLC	4	4	0.03%	0.25%	0.48%	Q1 2021	Q4 2021	4
Graypoint LLC	3	1	0.02%	0.03%	0.03%	Q1 2021	Q2 2023	4
Portfolio Strategies, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	4
John W. Brooker & Co., CPAs	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
Schneider Downs Wealth Management Advisors, LP	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.04%	0.06%	0.09%	Q4 2022	Q3 2023	4
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2022	4
OLIVER LAGORE VANVALIN INVESTMENT GROUP	4	4	0.00%	0.03%	0.12%	Q2 2022	Q1 2023	4
Park Place Capital Corp	4	4	0.73%	0.75%	0.76%	Q4 2022	Q3 2023	4
Koss-Olinger Consulting, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Karp Capital Management Corp	4	4	0.03%	0.04%	0.04%	Q4 2014	Q3 2015	4
Quintet Private Bank (Europe) S.A.	3	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	4
Horizons Wealth Management	4	4	0.02%	0.03%	0.03%	Q1 2023	Q4 2023	4
GRIMES & COMPANY, INC.	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
SILVERCREST ASSET MANAGEMENT GROUP LLC	2	1	0.01%	0.02%	0.02%	Q4 2018	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.00%	0.02%	0.03%	Q4 2022	Q3 2023	4
Nalls Sherbakoff Group, LLC	3	1	0.97%	1.14%	1.57%	Q4 2018	Q3 2023	4
Faithward Advisors, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Traynor Capital Management, Inc.	4	4	0.10%	0.12%	0.14%	Q3 2017	Q2 2018	4
Holland Advisory Services, Inc.	4	4	2.25%	2.33%	2.41%	Q4 2021	Q3 2022	4
HoyleCohen, LLC	2	2	0.02%	0.05%	0.13%	Q2 2022	Q3 2023	4
Altiora Financial Group, LLC	4	4	0.14%	0.15%	0.16%	Q4 2022	Q3 2023	4
Spotlight Asset Group, Inc.	2	2	0.02%	0.26%	0.94%	Q1 2021	Q3 2023	4
Security Financial Services, INC.	3	1	0.16%	0.57%	1.63%	Q4 2021	Q1 2023	4
Meredith Wealth Planning	4	4	0.36%	0.41%	0.43%	Q4 2022	Q3 2023	4
ROMAN BUTLER FULLERTON & CO	4	4	0.09%	0.71%	1.36%	Q1 2021	Q4 2021	4
Townsend & Associates, Inc	4	4	0.02%	4.66%	9.44%	Q4 2017	Q3 2018	4
Grove Bank & Trust	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Sunbelt Securities, Inc.	3	1	0.01%	0.01%	0.03%	Q4 2016	Q3 2023	4
Ten Capital Wealth Advisors, LLC	4	4	0.12%	0.14%	0.15%	Q3 2020	Q2 2021	4
McGlone Suttner Wealth Management, Inc.	4	4	0.08%	0.09%	0.11%	Q4 2022	Q3 2023	4
3Chopt Investment Partners, LLC	4	4	0.49%	0.52%	0.55%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.03%	0.04%	0.09%	Q4 2022	Q3 2023	4
TRUE Private Wealth Advisors	2	1	0.01%	0.05%	0.10%	Q3 2018	Q2 2022	4
Brookfield Asset Management	4	4	0.01%	0.01%	0.01%	Q2 2013	Q1 2014	4
Whitaker-Myers Wealth Managers, LTD.	4	4	0.50%	0.57%	0.62%	Q4 2022	Q3 2023	4
IFC Holdings Incorporated/FL	4	4	0.02%	0.03%	0.05%	Q1 2017	Q4 2017	4
Mainsail Financial Group, LLC	4	4	1.66%	1.89%	2.44%	Q4 2022	Q3 2023	4
QUARRY HILL ADVISORS, LLC	4	4	0.56%	0.60%	0.64%	Q4 2022	Q3 2023	4
Valmark Advisers, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.18%	0.24%	0.36%	Q4 2022	Q3 2023	4
Bremer Bank National Association	3	1	0.04%	0.05%	0.06%	Q1 2019	Q2 2021	4
FORVIS Wealth Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	4
MFA WEALTH ADVISORS, LLC	4	4	2.08%	2.18%	2.23%	Q1 2021	Q4 2021	4
SCHMIDT P J INVESTMENT MANAGEMENT INC	4	4	0.22%	0.28%	0.32%	Q4 2013	Q3 2014	4
Laurel Wealth Advisors, Inc.	2	1	0.02%	0.26%	0.52%	Q1 2021	Q2 2022	4
Day & Ennis, LLC	4	4	0.43%	0.51%	0.59%	Q2 2022	Q1 2023	4
KMS FINANCIAL SERVICES, INC	4	4	0.04%	0.05%	0.05%	Q4 2013	Q3 2014	4
Birch Hill Investment Advisors LLC	4	4	0.04%	0.06%	0.06%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.10%	0.18%	0.39%	Q4 2021	Q3 2022	4
NewSquare Capital LLC	4	4	0.00%	0.00%	0.00%	Q3 2018	Q2 2019	4
Sunesis Advisors, LLC	4	4	0.53%	0.55%	0.56%	Q1 2022	Q4 2022	4
D'Orazio & Associates, Inc.	3	1	0.00%	0.00%	0.01%	Q1 2016	Q4 2018	4
Financial Freedom, LLC	4	4	0.18%	0.21%	0.22%	Q4 2022	Q3 2023	4
DOHJ, LLC	2	2	0.12%	0.30%	0.48%	Q1 2021	Q2 2022	4
Bleakley Financial Group, LLC	4	4	0.01%	0.03%	0.07%	Q4 2022	Q3 2023	4
Capital Asset Advisory Services LLC	3	1	0.00%	0.00%	0.02%	Q4 2019	Q2 2021	4
Safeguard Financial, LLC	4	4	0.13%	0.17%	0.22%	Q4 2022	Q3 2023	4
Koshinski Asset Management, Inc.	4	4	0.00%	0.01%	0.04%	Q2 2021	Q1 2022	4
Coastline Trust Co	4	4	0.24%	1.51%	2.77%	Q4 2022	Q3 2023	4
Willingdon Wealth Management	2	1	0.00%	0.01%	0.03%	Q3 2018	Q4 2019	4
WEALTHFRONT Corp	3	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2015	4
Clark Capital Management Group, Inc.	2	1	0.03%	0.54%	1.95%	Q3 2019	Q3 2022	4
Cutter & CO Brokerage, Inc.	3	1	0.07%	0.26%	0.40%	Q2 2014	Q2 2017	4
WATERSHED PRIVATE WEALTH LLC	4	4	0.25%	0.35%	0.42%	Q4 2022	Q3 2023	4
SIGNET FINANCIAL MANAGEMENT, LLC	3	1	0.01%	0.02%	0.02%	Q1 2018	Q4 2021	4
Gryphon Financial Partners LLC	3	1	0.00%	0.01%	0.01%	Q4 2017	Q2 2022	4
TIEDEMANN ADVISORS, LLC	2	1	0.01%	0.01%	0.02%	Q3 2020	Q1 2022	4
Eagle Bay Advisors LLC	2	2	0.00%	0.03%	0.08%	Q2 2021	Q1 2023	4
Epstein & White Financial LLC	4	4	0.18%	1.06%	2.31%	Q4 2017	Q3 2018	4
Strategic Family Wealth Counselors, L.L.C.	4	4	0.12%	0.14%	0.16%	Q4 2021	Q3 2022	4
SeaBridge Investment Advisors LLC	3	1	0.01%	0.01%	0.01%	Q2 2016	Q3 2017	4
AGF MANAGEMENT LTD	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
EATON VANCE MANAGEMENT	4	4	0.00%	0.00%	0.00%	Q1 2021	Q4 2021	4
Breakwater Capital Group	4	4	0.15%	0.17%	0.21%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	0.49%	0.52%	0.54%	Q4 2022	Q3 2023	4
Mission Creek Capital Partners, Inc.	4	4	0.07%	0.07%	0.08%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
MILESTONE WEALTH, LLC	4	4	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	4
BENJAMIN EDWARDS INC	3	1	0.00%	0.41%	0.88%	Q1 2019	Q1 2020	4
CALTON & ASSOCIATES, INC.	2	1	0.09%	0.38%	0.84%	Q4 2020	Q3 2021	3
SMITHBRIDGE ASSET MANAGEMENT INC/DE	3	3	0.17%	0.18%	0.19%	Q2 2021	Q4 2021	3
FOUNDERS FINANCIAL SECURITIES LLC	3	3	0.12%	0.17%	0.20%	Q1 2021	Q3 2021	3
Journey Advisory Group, LLC	3	3	0.77%	0.78%	0.80%	Q1 2023	Q3 2023	3
N.E.W. Advisory Services LLC	2	1	0.04%	0.04%	0.06%	Q4 2020	Q1 2022	3
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	3	3	0.21%	0.33%	0.39%	Q4 2013	Q2 2014	3
Avalon Trust Co	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
TOWER TRUST Co	3	3	1.13%	1.20%	1.26%	Q2 2013	Q4 2013	3
Paragon Capital Management Ltd	3	3	0.24%	0.26%	0.29%	Q1 2023	Q3 2023	3
Team Hewins, LLC	3	3	0.10%	0.11%	0.11%	Q4 2022	Q2 2023	3
Strategic Wealth Partners, Ltd.	2	1	0.02%	0.32%	0.90%	Q4 2017	Q3 2018	3
Novak Financial Planning, LLC	3	3	0.51%	0.56%	0.60%	Q4 2020	Q2 2021	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.33%	0.37%	0.43%	Q1 2023	Q3 2023	3
Better Money Decisions, LLC	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
Calamos Wealth Management LLC	2	1	0.03%	0.08%	0.10%	Q2 2021	Q1 2022	3
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	3	3	0.43%	0.52%	0.66%	Q1 2018	Q3 2018	3
FLAGSTAR ADVISORS INC	1	1	0.04%	0.06%	0.08%	Q3 2021	Q2 2023	3
BBR PARTNERS, LLC	2	1	0.02%	0.04%	0.06%	Q4 2019	Q1 2021	3
AMARILLO NATIONAL BANK	3	3	0.28%	0.28%	0.29%	Q1 2022	Q3 2022	3
Pinnacle Summer Investments, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Cardinal Point Wealth Management LLC	3	3	0.10%	0.11%	0.13%	Q1 2021	Q3 2021	3
TWO SIGMA ADVISERS, LP	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Claraphi Advisory Network, LLC	1	1	0.01%	0.07%	0.13%	Q1 2019	Q1 2020	3
Engrave Wealth Partners LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
Global Financial Private Capital, Inc	2	1	0.01%	0.02%	0.04%	Q4 2017	Q3 2018	3
Pendal Group Ltd	3	3	0.02%	0.02%	0.02%	Q1 2019	Q3 2019	3
Formidable Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q3 2015	Q1 2019	3
CWA Asset Management Group, LLC	3	3	0.02%	0.02%	0.02%	Q2 2021	Q4 2021	3
FOSTER DYKEMA CABOT & CO INC/MA	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
WP Advisors, LLC	2	1	0.04%	0.04%	0.04%	Q2 2018	Q1 2019	3
Divergent Wealth Advisors	3	3	0.01%	0.01%	0.02%	Q1 2018	Q3 2018	3
MOTCO	2	1	0.00%	0.00%	0.00%	Q2 2017	Q1 2020	3
Domani Wealth, LLC	2	1	0.04%	0.04%	0.04%	Q1 2021	Q4 2021	3
Y-Intercept (Hong Kong) Ltd	1	1	0.08%	0.09%	0.12%	Q1 2022	Q3 2023	3
HORIZON BANCORP INC /IN/	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
Bristlecone Advisors, LLC	3	3	0.09%	0.09%	0.10%	Q2 2019	Q4 2019	3
TEXAS PERMANENT SCHOOL FUND CORP	3	3	0.01%	0.01%	0.01%	Q3 2022	Q1 2023	3
PETRA FINANCIAL ADVISORS INC	2	1	3.38%	3.78%	4.10%	Q4 2022	Q3 2023	3
Covenant Partners, LLC	2	1	0.32%	0.71%	1.48%	Q4 2019	Q2 2022	3
IBEX WEALTH ADVISORS	1	1	0.01%	0.15%	0.34%	Q4 2016	Q3 2021	3
Kraft, Davis & Associates, LLC	2	1	0.78%	0.85%	0.96%	Q4 2022	Q3 2023	3
KESTRA PRIVATE WEALTH SERVICES, LLC	3	3	0.13%	0.14%	0.14%	Q1 2023	Q3 2023	3
Paragon Capital Management LLC	2	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2020	3
Bay Harbor Wealth Management, LLC	2	1	0.00%	0.26%	0.76%	Q2 2019	Q3 2022	3
Wick Capital Partners, LLC	2	1	0.14%	0.19%	0.30%	Q4 2021	Q3 2022	3
Apriem Advisors	2	1	0.00%	0.00%	0.00%	Q4 2016	Q2 2018	3
Legacy Financial Group LLC	2	1	0.01%	0.41%	0.66%	Q2 2021	Q3 2023	3
HANCOCK WHITNEY CORP	1	1	0.01%	0.01%	0.02%	Q4 2019	Q4 2022	3
Financial Gravity Asset Management, Inc.	2	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	3
H&H Retirement Design & Management INC	3	3	0.28%	0.29%	0.31%	Q2 2022	Q4 2022	3
Connecticut Wealth Management, LLC	3	3	0.04%	0.04%	0.04%	Q2 2019	Q4 2019	3
Russell Investments Group, Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Cypress Wealth Services, LLC	2	1	0.06%	0.20%	0.48%	Q4 2020	Q2 2022	3
American Trust	2	1	0.03%	0.04%	0.04%	Q1 2022	Q4 2022	3
Wealthstar Advisors, LLC	2	1	0.08%	0.31%	0.69%	Q2 2018	Q2 2021	3
Executive Wealth Management, LLC	3	3	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	3
MGO ONE SEVEN LLC	2	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2018	3
BNP PARIBAS FINANCIAL MARKETS	2	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	3
GoalVest Advisory LLC	2	1	0.47%	2.20%	3.10%	Q1 2021	Q1 2022	3
Camarda Financial Advisors, LLC	1	1	0.00%	1.95%	5.83%	Q4 2017	Q2 2021	3
BANK HAPOALIM BM	3	3	0.12%	0.14%	0.15%	Q4 2016	Q2 2017	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.02%	0.03%	0.03%	Q3 2022	Q3 2023	3
Resurgent Financial Advisors LLC	3	3	0.54%	0.59%	0.64%	Q2 2022	Q4 2022	3
TBH Global Asset Management, LLC	3	3	0.08%	0.09%	0.10%	Q1 2022	Q3 2022	3
LEO BROKERAGE, LLC	2	1	0.05%	0.06%	0.07%	Q4 2020	Q2 2023	3
FIRST AMERICAN TRUST, FSB	3	3	0.24%	0.25%	0.25%	Q2 2013	Q4 2013	3
Glass Jacobson Investment Advisors llc	2	1	1.33%	1.41%	1.46%	Q4 2022	Q3 2023	3
Prime Capital Investment Advisors, LLC	3	3	0.08%	1.23%	1.86%	Q1 2023	Q3 2023	3
Acorn Wealth Advisors, LLC	3	3	0.03%	0.03%	0.03%	Q4 2017	Q2 2018	3
Investment Advisory Group, LLC	2	1	0.10%	0.13%	0.14%	Q4 2021	Q2 2023	3
Advisor Resource Council	1	1	0.16%	0.18%	0.21%	Q2 2021	Q2 2022	3
First Personal Financial Services	3	3	0.02%	0.02%	0.02%	Q1 2019	Q3 2019	3
Frontier Asset Management, LLC	3	3	0.11%	0.31%	0.56%	Q4 2022	Q2 2023	3
TCWP LLC	3	3	0.03%	0.37%	1.04%	Q1 2022	Q3 2022	3
Hanson & Doremus Investment Management	3	3	0.00%	0.00%	0.00%	Q3 2016	Q1 2017	3
Optiver Holding B.V.	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	3
PCA Investment Advisory Services Inc.	3	3	0.71%	0.74%	0.80%	Q1 2023	Q3 2023	3
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	3	3	0.01%	0.02%	0.03%	Q1 2022	Q3 2022	3
Cape Investment Advisory, Inc.	3	3	0.03%	0.04%	0.04%	Q1 2023	Q3 2023	3
EQ LLC	3	3	0.18%	0.23%	0.32%	Q2 2022	Q4 2022	3
Covenant Multifamily Offices, LLC	2	1	0.06%	0.06%	0.08%	Q3 2019	Q3 2021	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
Atomi Financial Group, Inc.	3	3	0.26%	0.55%	0.88%	Q1 2023	Q3 2023	3
SBK Financial, Inc.	3	3	0.20%	0.24%	0.27%	Q4 2021	Q2 2022	3
GW HENSSLER & ASSOCIATES LTD	3	3	1.73%	1.78%	1.80%	Q1 2023	Q3 2023	3
MARK SHEPTOFF FINANCIAL PLANNING, LLC	3	3	0.05%	0.06%	0.06%	Q2 2021	Q4 2021	3
Financial Architects, Inc	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
ICA Group Wealth Management, LLC	3	3	0.02%	0.02%	0.02%	Q4 2022	Q2 2023	3
Allegiant Private Advisors, LLC	3	3	0.16%	0.17%	0.18%	Q4 2020	Q2 2021	3
Argent Wealth Management LLC	3	3	0.36%	0.41%	0.48%	Q4 2019	Q2 2020	3
RIVERSEDGE ADVISORS, LLC	3	3	0.51%	0.54%	0.56%	Q3 2022	Q1 2023	3
NewFocus Financial Group, LLC	3	3	0.08%	0.09%	0.10%	Q2 2020	Q4 2020	3
FCG ADVISORS, LLC	3	3	0.61%	0.63%	0.66%	Q1 2016	Q3 2016	3
Swaine & Leidel Wealth Services, LLC	1	1	0.47%	0.52%	0.56%	Q1 2021	Q1 2022	3
Jane Street Holding, LLC	3	3	0.01%	0.01%	0.01%	Q2 2013	Q4 2013	3
PRW Wealth Management LLC	2	1	0.23%	0.58%	0.97%	Q4 2020	Q3 2021	3
NATIXIS	3	3	0.06%	0.07%	0.08%	Q2 2017	Q4 2017	3
KAYS FINANCIAL ADVISORY CORP /ADV	2	2	0.45%	0.51%	0.56%	Q3 2018	Q4 2018	2
TOWNSQUARE CAPITAL LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q1 2023	2
SkyOak Wealth, LLC	1	1	0.07%	0.24%	0.41%	Q4 2019	Q4 2020	2
Curi Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
ORG Partners LLC	2	2	0.02%	0.02%	0.03%	Q2 2023	Q3 2023	2
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2017	2
KMG FIDUCIARY PARTNERS, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
MACQUARIE GROUP LTD	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Westside Investment Management, Inc.	1	1	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.07%	0.08%	0.08%	Q4 2022	Q1 2023	2
ACIMA PRIVATE WEALTH, LLC	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Crestwood Advisors Group, LLC	1	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	2
Quantinno Capital Management LP	2	2	0.01%	0.02%	0.02%	Q2 2023	Q3 2023	2
RESOURCE CONSULTING GROUP INC	2	2	0.11%	0.11%	0.11%	Q4 2021	Q1 2022	2
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1	1	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	2
Scissortail Wealth Management, LLC	1	1	0.51%	0.52%	0.52%	Q1 2022	Q3 2022	2
SPINNAKER TRUST	2	2	0.02%	0.02%	0.03%	Q3 2019	Q4 2019	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.16%	0.16%	0.17%	Q2 2013	Q3 2013	2
Venturi Wealth Management, LLC	1	1	0.00%	0.03%	0.07%	Q2 2022	Q1 2023	2
EARNEST PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2022	2
Pinion Investment Advisors, LLC	2	2	0.48%	0.50%	0.51%	Q1 2021	Q2 2021	2
PVG Asset Management	2	2	0.21%	0.22%	0.22%	Q2 2015	Q3 2015	2
Retireful, LLC	1	1	0.28%	4.60%	8.92%	Q1 2022	Q3 2023	2
IRONWOOD WEALTH MANAGEMENT, INC.	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
Pinnacle Private Wealth, LLC	2	2	0.26%	0.27%	0.28%	Q1 2022	Q2 2022	2
Roble, Belko & Company, Inc	2	2	0.03%	0.03%	0.03%	Q1 2015	Q2 2015	2
Americana Partners, LLC	2	2	0.07%	0.09%	0.11%	Q4 2021	Q1 2022	2
Allspring Global Investments Holdings, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Professional Financial Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q2 2022	Q3 2022	2
Foundations Investment Advisors, LLC	1	1	0.01%	0.08%	0.16%	Q2 2022	Q3 2023	2
Bernicke Wealth Management, Ltd.	2	2	0.38%	0.40%	0.43%	Q4 2014	Q1 2015	2
Icon Wealth Partners, LLC	1	1	0.00%	0.24%	0.48%	Q1 2019	Q2 2022	2
Fulcrum Equity Management	2	2	0.31%	0.33%	0.36%	Q1 2021	Q2 2021	2
FIRSTMERIT BANK N A TRUSTEE	2	2	0.02%	0.02%	0.02%	Q1 2014	Q2 2014	2
Continuum Advisory, LLC	2	2	0.06%	0.12%	0.17%	Q2 2021	Q3 2021	2
Cosner Financial Group, LLC	2	2	8.03%	8.10%	8.17%	Q2 2023	Q3 2023	2
Winch Advisory Services, LLC	1	1	0.00%	0.01%	0.03%	Q2 2018	Q3 2020	2
Eudaimonia Partners, LLC	1	1	0.00%	0.08%	0.15%	Q4 2019	Q1 2021	2
Verity Asset Management, Inc.	2	2	0.94%	0.94%	0.94%	Q1 2021	Q2 2021	2
Concorde Asset Management, LLC	1	1	0.25%	0.50%	0.76%	Q2 2021	Q2 2022	2
All Terrain Financial Advisors, LLC	1	1	0.09%	0.10%	0.11%	Q4 2017	Q2 2018	2
BHK Investment Advisors, LLC	2	2	0.24%	0.24%	0.24%	Q1 2018	Q2 2018	2
HIGHLAND CAPITAL MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
Fiduciary Alliance LLC	1	1	0.03%	0.03%	0.04%	Q4 2022	Q2 2023	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
Fusion Investment Group, LLC	2	2	0.01%	0.01%	0.02%	Q4 2013	Q1 2014	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
TRUST DEPARTMENT MB FINANCIAL BANK N A	2	2	0.01%	0.01%	0.01%	Q3 2017	Q4 2017	2
Almanack Investment Partners, LLC.	1	1	0.02%	0.06%	0.10%	Q3 2022	Q3 2023	2
Wellspring Financial Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q1 2020	Q1 2021	2
Cedar Brook Financial Partners, LLC	1	1	0.06%	0.15%	0.23%	Q3 2019	Q4 2022	2
Banyan Partners, LLC	2	2	0.02%	0.02%	0.02%	Q3 2013	Q4 2013	2
Madden Advisory Services, Inc.	1	1	0.01%	0.01%	0.02%	Q3 2014	Q1 2017	2
Dakota Wealth Management	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Legacy Trust	2	2	0.09%	0.09%	0.09%	Q4 2022	Q1 2023	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2014	2
BBVA USA	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
OLD MISSION CAPITAL LLC	1	1	0.14%	0.27%	0.39%	Q1 2021	Q1 2022	2
WealthTrust Fairport, LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q1 2018	2
Independent Wealth Network Inc.	2	2	0.57%	0.60%	0.63%	Q1 2022	Q2 2022	2
Prostatis Group LLC	1	1	0.01%	1.54%	3.07%	Q4 2019	Q2 2023	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
Brown Miller Wealth Management, LLC	2	2	0.30%	0.31%	0.32%	Q1 2021	Q2 2021	2
Columbus Macro, LLC	1	1	0.25%	0.41%	0.57%	Q1 2021	Q3 2021	2
Keel Point, LLC	2	2	0.03%	0.03%	0.03%	Q4 2018	Q1 2019	2
Clearstead Trust, LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
Edge Wealth Management LLC	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
KANAWHA CAPITAL MANAGEMENT LLC	2	2	0.04%	0.04%	0.04%	Q4 2013	Q1 2014	2
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	2	2	0.05%	0.07%	0.10%	Q4 2020	Q1 2021	2
Fortis Group Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	2
Second Half Financial Partners, LLC	2	2	0.56%	0.56%	0.56%	Q1 2022	Q2 2022	2
TrinityPoint Wealth, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
HBK INVESTMENTS L P	1	1	0.00%	0.00%	0.00%	Q3 2022	Q1 2023	2
CGC Financial Services, LLC	2	2	0.27%	0.27%	0.28%	Q2 2023	Q3 2023	2
Walleye Capital LLC	2	2	0.01%	0.02%	0.02%	Q2 2022	Q3 2022	2
Stone House Investment Management, LLC	1	1	0.00%	0.82%	1.65%	Q2 2022	Q1 2023	2
Vigilant Capital Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Strategic Equity Management	2	2	0.14%	0.17%	0.20%	Q1 2022	Q2 2022	2
Stewardship Financial Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q3 2018	Q1 2021	2
Wagner Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
FURE FINANCIAL CORP	2	2	1.61%	2.17%	2.74%	Q1 2021	Q2 2021	2
HANSEATIC MANAGEMENT SERVICES INC	2	2	2.79%	2.86%	2.94%	Q2 2023	Q3 2023	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.02%	0.02%	0.02%	Q2 2022	Q3 2022	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.49%	0.53%	0.56%	Q4 2014	Q1 2015	2
Carl P. Sherr & Co., LLC	2	2	0.63%	0.75%	0.87%	Q4 2019	Q1 2020	2
Diametric Capital, LP	1	1	0.19%	0.58%	0.98%	Q4 2021	Q1 2023	2
Stonebridge Capital Advisors LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Kovitz Investment Group Partners, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Calamos Advisors LLC	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
SITTNER & NELSON, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
EVERGREEN CAPITAL MANAGEMENT LLC	2	2	0.06%	0.06%	0.07%	Q2 2022	Q3 2022	2
Livingston Group Asset Management CO (operating as Southport Capital Management)	1	1	0.06%	0.06%	0.07%	Q2 2016	Q3 2018	2
IAG Wealth Partners, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
CX Institutional	1	1	0.00%	0.03%	0.05%	Q1 2020	Q2 2022	2
Objective Capital Management, LLC	2	2	0.36%	0.37%	0.38%	Q4 2021	Q1 2022	2
WCG Wealth Advisors LLC	2	2	0.02%	0.03%	0.04%	Q2 2022	Q3 2022	2
SigFig Wealth Management, LLC	1	1	0.06%	0.13%	0.20%	Q2 2021	Q2 2022	2
AMERICAN NATIONAL BANK	1	1	0.01%	0.08%	0.15%	Q3 2022	Q3 2023	2
AlphaStar Capital Management, LLC	1	1	0.11%	0.15%	0.19%	Q2 2021	Q1 2022	2
Aspire Private Capital, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Well Done, LLC	1	1	0.01%	0.02%	0.04%	Q1 2018	Q4 2018	2
Clearview Wealth Advisors LLC	1	1	0.00%	0.40%	0.80%	Q1 2021	Q2 2022	2
Doyle Wealth Management	1	1	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	2
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.00%	0.61%	1.22%	Q2 2022	Q3 2023	2
Gallagher Fiduciary Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
Western Wealth Management, LLC	1	1	0.02%	0.04%	0.06%	Q4 2018	Q2 2022	2
Sharper & Granite LLC	2	2	0.12%	0.13%	0.13%	Q2 2023	Q3 2023	2
ASPIRIANT, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q1 2023	2
BCR Wealth Strategies, LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
All Season Financial Advisors, Inc.	1	1	2.41%	2.53%	2.66%	Q2 2021	Q1 2022	2
Forward Management, LLC	1	1	0.00%	0.01%	0.01%	Q4 2014	Q2 2017	2
Northwest Capital Management Inc	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Kaydan Wealth Management, Inc.	2	2	6.18%	7.15%	8.12%	Q4 2021	Q1 2022	2
Lantz Financial LLC	2	2	0.11%	0.22%	0.32%	Q2 2022	Q3 2022	2
MEEDER ASSET MANAGEMENT INC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Paradigm, Strategies in Wealth Management, LLC	2	2	0.14%	0.16%	0.17%	Q1 2021	Q2 2021	2
BOSTON FINANCIAL MANGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q1 2021	2
ExodusPoint Capital Management, LP	1	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	2
TWO SIGMA INVESTMENTS, LP	2	2	0.00%	0.01%	0.01%	Q2 2023	Q3 2023	2
Planned Solutions, Inc.	2	2	0.03%	0.03%	0.04%	Q3 2020	Q4 2020	2
Signator Financial Services, Inc.	2	2	0.07%	0.07%	0.07%	Q2 2013	Q3 2013	2
Chanos & Co LP	2	2	2.77%	3.04%	3.30%	Q1 2019	Q2 2019	2
Smith & Howard Wealth Management, LLC	2	2	0.02%	0.02%	0.02%	Q3 2013	Q4 2013	2
Ridgewood Investments LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
CFS Investment Advisory Services, LLC	2	2	0.00%	0.40%	0.79%	Q1 2022	Q2 2022	2
Sheaff Brock Investment Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q4 2016	Q1 2017	2
CHARTIST INC /CA/	2	2	0.10%	0.11%	0.12%	Q3 2021	Q4 2021	2
Coppell Advisory Solutions LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Verus Financial Partners, Inc.	1	1	0.41%	0.41%	0.41%	Q3 2020	Q3 2020	1
Steward Financial Group LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Powell Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Platte River Wealth Advisors, LLC	1	1	0.56%	0.56%	0.56%	Q4 2019	Q4 2019	1
Zions Bancorporation	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Redhawk Wealth Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
SCOTIA CAPITAL INC.	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Beaumont Asset Management, L.L.C.	1	1	1.21%	1.21%	1.21%	Q4 2019	Q4 2019	1
Donoghue Forlines LLC	1	1	6.21%	6.21%	6.21%	Q3 2018	Q3 2018	1
Williams Financial, LLC	1	1	6.90%	6.90%	6.90%	Q2 2022	Q2 2022	1
RMR Wealth Builders	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
Core Wealth Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Vestmark Advisory Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
COMERICA SECURITIES INC	1	1	0.04%	0.04%	0.04%	Q4 2018	Q4 2018	1
Ford Financial Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
ONE PLUS ONE WEALTH MANAGEMENT, LLC	1	1	0.30%	0.30%	0.30%	Q2 2022	Q2 2022	1
Hanlon Investment Management, Inc.	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
Concentrum Wealth Management	1	1	0.18%	0.18%	0.18%	Q2 2023	Q2 2023	1
Founders Capital Management	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
Grace Capital	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Trek Financial, LLC	1	1	0.14%	0.14%	0.14%	Q2 2022	Q2 2022	1
KRAFT ASSET MANAGEMENT, LLC	1	1	0.20%	0.20%	0.20%	Q2 2022	Q2 2022	1
Golden State Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Mokosak Advisory Group, LLC	1	1	0.22%	0.22%	0.22%	Q4 2018	Q4 2018	1
FORT PITT CAPITAL GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
NEXT Financial Holdings	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.15%	0.15%	0.15%	Q4 2018	Q4 2018	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
SNOW CAPITAL MANAGEMENT LP	1	1	0.07%	0.07%	0.07%	Q4 2018	Q4 2018	1
TimeScale Financial, Inc.	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Darwin Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
FSA Wealth Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.03%	0.03%	0.03%	Q3 2016	Q3 2016	1
MBM Wealth Consultants, LLC	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
SHAPIRO CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
TFO Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
HBC Financial Services, PLLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
SIMMONS FIRST TRUST CO NA	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
Pinnacle Wealth Advisors	1	1	0.57%	0.57%	0.57%	Q2 2021	Q2 2021	1
FIRST HORIZON CORP	1	1	0.03%	0.03%	0.03%	Q2 2013	Q2 2013	1
Bridge Advisory, LLC	1	1	0.26%	0.26%	0.26%	Q4 2020	Q4 2020	1
Austin Private Wealth, LLC	1	1	0.82%	0.82%	0.82%	Q2 2022	Q2 2022	1
Catamount Wealth Management	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Oxinas Partners Wealth Management LLC	1	1	0.20%	0.20%	0.20%	Q2 2021	Q2 2021	1
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	1	1	0.38%	0.38%	0.38%	Q1 2020	Q1 2020	1
Retirement Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
LJI Wealth Management, LLC	1	1	0.24%	0.24%	0.24%	Q4 2022	Q4 2022	1
Van Hulzen Asset Management, LLC	1	1	0.27%	0.27%	0.27%	Q2 2022	Q2 2022	1
PAX Financial Group, LLC	1	1	0.94%	0.94%	0.94%	Q2 2022	Q2 2022	1
WEALTHCARE CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
BOYS ARNOLD & CO INC	1	1	0.03%	0.03%	0.03%	Q1 2017	Q1 2017	1
NOMURA HOLDINGS INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Mayflower Financial Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q2 2022	Q2 2022	1
Gallagher Benefit Services, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
EDMOND DE ROTHSCHILD (SUISSE) S.A.	1	1	0.02%	0.02%	0.02%	Q3 2015	Q3 2015	1
JLB & ASSOCIATES INC	1	1	0.08%	0.08%	0.08%	Q3 2016	Q3 2016	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
AVIANCE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
PARSONS CAPITAL MANAGEMENT INC/RI	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Stearns Financial Services Group	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Hibernia Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Keebeck Wealth Management, LLC	1	1	0.23%	0.23%	0.23%	Q2 2022	Q2 2022	1
Raab & Moskowitz Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Pettinga Financial Advisors LLC	1	1	1.76%	1.76%	1.76%	Q2 2022	Q2 2022	1
Visionary Asset Management, Inc.	1	1	0.08%	0.08%	0.08%	Q3 2018	Q3 2018	1
Merit Financial Group, LLC	1	1	0.09%	0.09%	0.09%	Q2 2022	Q2 2022	1
Coyle Financial Counsel LLC	1	1	5.23%	5.23%	5.23%	Q1 2018	Q1 2018	1
Peregrine Asset Advisers, Inc.	1	1	0.46%	0.46%	0.46%	Q3 2023	Q3 2023	1
PERSONAL FINANCIAL CONSULTANTS INC /ADV	1	1	0.53%	0.53%	0.53%	Q3 2018	Q3 2018	1
Capital Planning Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
WEST PACES ADVISORS INC.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
MARSHALL WACE, LLP	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
PRINCIPAL FINANCIAL GROUP INC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	2.15%	2.15%	2.15%	Q2 2013	Q2 2013	1
Ballew Advisors, Inc	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Ironsides Asset Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q1 2016	Q1 2016	1
San Luis Wealth Advisors LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Buck Wealth Strategies, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Blackhawk Capital Partners LLC.	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Guardian Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Authentikos Wealth Advisory, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Scarborough Advisors, LLC	1	1	1.10%	1.10%	1.10%	Q2 2022	Q2 2022	1
Claybrook Capital, LLC	1	1	0.04%	0.04%	0.04%	Q4 2018	Q4 2018	1
WFA of San Diego, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.29%	0.29%	0.29%	Q4 2017	Q4 2017	1
BAKER TILLY WEALTH MANAGEMENT, LLC	1	1	0.05%	0.05%	0.05%	Q2 2022	Q2 2022	1
Personal Capital Advisors Corp	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
ShoreHaven Wealth Partners, LLC	1	1	1.07%	1.07%	1.07%	Q2 2022	Q2 2022	1
Apeiron RIA LLC	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
ALTERNA WEALTH MANAGEMENT, INC	1	1	0.25%	0.25%	0.25%	Q2 2022	Q2 2022	1
Provident Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
SOCIETE GENERALE	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Aprio Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Rather & Kittrell, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Strategic Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Widmann Financial Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
OLD MISSION CAPITAL, LLC	1	1	0.24%	0.24%	0.24%	Q4 2020	Q4 2020	1
Rinkey Investments	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Human Investing LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
MONTAG A & ASSOCIATES INC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	1	1	0.09%	0.09%	0.09%	Q1 2021	Q1 2021	1
MCIA Inc	1	1	0.54%	0.54%	0.54%	Q2 2022	Q2 2022	1
Heritage Financial Services, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Bernardo Wealth Planning LLC	1	1	1.43%	1.43%	1.43%	Q2 2022	Q2 2022	1
Flaharty Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Fisher Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Western Asset Management Company, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
HOLDERNESS INVESTMENTS CO	1	1	0.14%	0.14%	0.14%	Q1 2017	Q1 2017	1
Sharkey, Howes & Javer	1	1	1.09%	1.09%	1.09%	Q2 2022	Q2 2022	1
Horst & Graben Wealth Management LLC	1	1	1.32%	1.32%	1.32%	Q2 2022	Q2 2022	1
SHEETS SMITH WEALTH MANAGEMENT	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Nationwide Fund Advisors	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Maltin Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Private Portfolio Partners LLC	1	1	0.15%	0.15%	0.15%	Q2 2022	Q2 2022	1
KRS Capital Management, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
ANCHOR CAPITAL ADVISORS LLC	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
CHURCHILL MANAGEMENT Corp	1	1	0.10%	0.10%	0.10%	Q1 2017	Q1 2017	1
Horan Capital Advisors, LLC.	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Raleigh Capital Management Inc.	1	1	0.26%	0.26%	0.26%	Q2 2022	Q2 2022	1
Gainplan LLC	1	1	8.96%	8.96%	8.96%	Q2 2018	Q2 2018	1
ISTHMUS PARTNERS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
TCP Asset Management, LLC	1	1	1.10%	1.10%	1.10%	Q1 2023	Q1 2023	1
Financial Gravity Companies, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Indiana Trust & Investment Management CO	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Centennial Wealth Advisory LLC	1	1	1.95%	1.95%	1.95%	Q2 2021	Q2 2021	1
ROMANO BROTHERS AND COMPANY	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
STABLEFORD CAPITAL II LLC	1	1	0.22%	0.22%	0.22%	Q1 2023	Q1 2023	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Canton Hathaway, LLC	1	1	0.07%	0.07%	0.07%	Q4 2020	Q4 2020	1
PANORAMIC INVESTMENT ADVISORS, LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
Aveo Capital Partners, LLC	1	1	0.38%	0.38%	0.38%	Q4 2020	Q4 2020	1
NexWave Capital Partners LLC	1	1	1.31%	1.31%	1.31%	Q4 2020	Q4 2020	1
High Falls Advisors, Inc	1	1	1.52%	1.52%	1.52%	Q2 2022	Q2 2022	1
GPS Wealth Strategies Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Semmax Financial Advisors Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
My Legacy Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q2 2022	Q2 2022	1
ACG Wealth	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Sonora Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
SEI TRUST CO	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Per Stirling Capital Management, LLC.	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
TRANSCEND CAPITAL ADVISORS, LLC	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
GREENUP STREET WEALTH MANAGEMENT LLC	1	1	2.30%	2.30%	2.30%	Q1 2022	Q1 2022	1
Sageworth Trust Co	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
TRILLIUM ASSET MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
New World Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Paulson Wealth Management Inc.	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
Mount Yale Investment Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q2 2022	Q2 2022	1
Institute for Wealth Management, LLC.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
STOCK YARDS BANK & TRUST CO	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
RHUMBLINE ADVISERS	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
BlackRock Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Amundi	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Savior LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
Sovereign Financial Group, Inc.	1	1	0.16%	0.16%	0.16%	Q2 2022	Q2 2022	1
Silicon Hills Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Hilltop Holdings Inc.	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
Intrua Financial, LLC	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
Vanguard Capital Wealth Advisors	1	1	0.29%	0.29%	0.29%	Q4 2017	Q4 2017	1
West Wealth Group, LLC	1	1	2.01%	2.01%	2.01%	Q2 2022	Q2 2022	1
Spectrum Planning & Advisory Services Inc.	1	1	1.05%	1.05%	1.05%	Q2 2022	Q2 2022	1
Birchcreek Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Perennial Investment Advisors, LLC	1	1	0.52%	0.52%	0.52%	Q4 2019	Q4 2019	1
Independent Advisor Alliance	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
KRAEMATON INVESTMENT ADVISORS, INC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Summit Trail Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
W ADVISORS, LLC	1	1	0.24%	0.24%	0.24%	Q2 2022	Q2 2022	1
Mach-1 Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
NBC SECURITIES, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
MAIRS & POWER INC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Tri-Star Advisors Inc.	1	1	1.44%	1.44%	1.44%	Q2 2022	Q2 2022	1
Compass Ion Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Choate Investment Advisors	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Omnia Family Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Garrett Wealth Advisory Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
EFG Asset Management (Americas) Corp.	1	1	0.04%	0.04%	0.04%	Q1 2014	Q1 2014	1
Penserra Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
WASHINGTON TRUST BANK	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
REGIMEN WEALTH, LLC	1	1	0.22%	0.22%	0.22%	Q4 2022	Q4 2022	1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PEOPLES BANK /OH	1	1	0.14%	0.14%	0.14%	Q4 2015	Q4 2015	1
Alpha Omega Wealth Management LLC	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Comprehensive Financial Consultants Institutional, Inc.	1	1	0.13%	0.13%	0.13%	Q4 2021	Q4 2021	1
L & S Advisors Inc	1	1	0.13%	0.13%	0.13%	Q3 2021	Q3 2021	1
AlphaCore Capital LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
HNP Capital LLC	1	1	0.09%	0.09%	0.09%	Q1 2020	Q1 2020	1
Blue Zone Wealth Advisors, LLC	1	1	0.22%	0.22%	0.22%	Q4 2019	Q4 2019	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Sage Financial Management Group, Inc.	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
PagnatoKarp Partners LLC	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
Dixon Hughes Goodman Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
VESTOR CAPITAL, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
BANK OF THE WEST	1	1	0.05%	0.05%	0.05%	Q4 2014	Q4 2014	1
EDMOND DE ROTHSCHILD HOLDING S.A.	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
DRW Securities, LLC	1	1	0.18%	0.18%	0.18%	Q2 2013	Q2 2013	1
LFA - Lugano Financial Advisors SA	1	1	0.08%	0.08%	0.08%	Q2 2018	Q2 2018	1
JB Capital LLC	1	1	1.46%	1.46%	1.46%	Q2 2022	Q2 2022	1
Tradewinds Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q2 2015	Q2 2015	1
FULTON BANK, N.A.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Urban Wealth Management, LLC	1	1	0.99%	0.99%	0.99%	Q4 2020	Q4 2020	1
Kernodle & Katon Asset Management Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
Questar Asset Management, Inc.	1	1	0.34%	0.34%	0.34%	Q4 2018	Q4 2018	1
Cornerstone Planning Group LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
SILVER OAK SECURITIES, INCORPORATED	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Requisite Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
4J Wealth Management LLC	1	1	1.40%	1.40%	1.40%	Q2 2022	Q2 2022	1
Rafferty Asset Management, LLC	1	1	1.51%	1.51%	1.51%	Q2 2013	Q2 2013	1
Andrew Hill Investment Advisors, Inc.	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Wharton Business Group, LLC	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
FAIRFIELD, BUSH & CO.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
B. Riley Financial, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2017	Q4 2017	1
BT Wealth Management LLC	1	1	0.25%	0.25%	0.25%	Q2 2022	Q2 2022	1
Landmark Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q1 2022	Q1 2022	1
GTS SECURITIES LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Empirical Finance, LLC	1	1	0.35%	0.35%	0.35%	Q4 2016	Q4 2016	1
INTEGRATED WEALTH COUNSEL, LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
Neuberger Berman Group LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
Prosperitas Financial LLC	1	1	0.77%	0.77%	0.77%	Q3 2023	Q3 2023	1
Fiduciary Trust Co International of Pennsylvania	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Biltmore Family Office, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
ONE Advisory Partners, LLC	1	1	1.48%	1.48%	1.48%	Q2 2022	Q2 2022	1
Fortitude Advisory Group L.L.C.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Rezny Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
FIDUCIARY MANAGEMENT INC /WI/	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
CEDAR CAPITAL, LLC	1	1	0.34%	0.34%	0.34%	Q4 2016	Q4 2016	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Filbrandt Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
CARL STUART INVESTMENT ADVISOR, INC	1	1	0.09%	0.09%	0.09%	Q1 2022	Q1 2022	1
DRAVO BAY LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Arlington Financial Advisors, LLC	1	1	1.33%	1.33%	1.33%	Q4 2018	Q4 2018	1
FSC Wealth Advisors, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
TDAM USA INC.	1	1	0.26%	0.26%	0.26%	Q3 2013	Q3 2013	1
Patten Group, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2018	Q4 2018	1
MKD WEALTH COACHES, LLC	1	1	0.02%	0.02%	0.02%	Q2 2019	Q2 2019	1
Chapwood Capital Investment Management, LLC	1	1	7.00%	7.00%	7.00%	Q4 2019	Q4 2019	1
RETIREMENT CAPITAL STRATEGIES	1	1	3.46%	3.46%	3.46%	Q1 2021	Q1 2021	1
E&G Advisors, LP	1	1	0.06%	0.06%	0.06%	Q1 2022	Q1 2022	1
DHJJ Financial Advisors, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
GUGGENHEIM CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
SAXON INTERESTS, INC.	1	1	0.12%	0.12%	0.12%	Q2 2023	Q2 2023	1
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Fiera Capital Corp	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Wealth Alliance	1	1	0.40%	0.40%	0.40%	Q2 2022	Q2 2022	1
ASSET PLANNING CORPORATION	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
SteelPeak Wealth, LLC	1	1	0.30%	0.30%	0.30%	Q2 2022	Q2 2022	1
CULLEN/FROST BANKERS, INC.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
MONTAGE INVESTMENTS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Investmark Advisory Group LLC	1	1	0.01%	0.01%	0.01%	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.