• IDV 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%	0.01%	Q2 2013	Q3 2023	114
Cutler Group LLC / CA	11	3	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	63
MUFG Americas Holdings Corp	48	48	0.01%	0.10%	0.31%	Q4 2010	Q3 2022	48
Citadel Advisors	12	2	0.00%	0.00%	0.02%	Q3 2014	Q3 2023	46
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.00%	0.02%	Q1 2012	Q3 2023	46
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.00%	0.02%	0.10%	Q2 2013	Q3 2023	44
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	44
US BANCORP \DE\	42	42	0.00%	0.12%	0.33%	Q2 2013	Q3 2023	44
HUNTINGTON NATIONAL BANK	27	6	0.00%	0.02%	0.11%	Q1 2012	Q3 2023	43
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.06%	0.14%	Q2 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.02%	0.13%	0.63%	Q1 2013	Q3 2023	43
WHITTIER TRUST CO OF NEVADA INC	42	42	0.01%	0.14%	0.33%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.00%	0.06%	0.15%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.02%	0.07%	0.14%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.03%	0.10%	0.20%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.01%	0.07%	0.25%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.02%	0.05%	0.13%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	42
LBMC INVESTMENT ADVISORS, LLC	42	42	0.06%	0.37%	1.41%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	42	42	0.02%	0.14%	0.73%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.03%	0.11%	0.22%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.03%	0.11%	0.28%	Q2 2013	Q3 2023	42
Hilltop Holdings Inc.	42	42	0.04%	0.53%	2.12%	Q2 2013	Q3 2023	42
Allworth Financial LP	42	42	0.00%	0.44%	4.01%	Q2 2013	Q3 2023	42
TCI Wealth Advisors, Inc.	42	42	0.00%	0.04%	0.13%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.16%	0.33%	0.78%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.00%	0.29%	0.81%	Q2 2013	Q3 2023	42
WADE G W & INC	42	42	0.04%	0.68%	3.29%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
TORONTO DOMINION BANK	25	17	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.05%	0.17%	Q2 2013	Q3 2023	42
WealthTrust Axiom LLC	42	42	0.21%	0.46%	0.75%	Q2 2013	Q3 2023	42
BlackRock Inc.	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
FINANCIAL COUNSELORS INC	28	13	0.02%	0.08%	0.18%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.10%	0.24%	0.40%	Q3 2013	Q3 2023	41
Creative Planning	33	8	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.06%	0.18%	0.45%	Q3 2013	Q3 2023	41
Daiwa Securities Group Inc.	41	41	0.00%	0.01%	0.01%	Q3 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.00%	1.02%	5.90%	Q3 2013	Q3 2023	41
Linscomb & Williams, Inc.	41	41	0.09%	0.92%	1.50%	Q3 2013	Q3 2023	41
Haverford Trust Co	40	1	0.00%	0.27%	1.51%	Q2 2013	Q3 2023	41
MCF Advisors LLC	36	2	0.00%	0.75%	4.18%	Q4 2012	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.03%	0.94%	3.36%	Q2 2013	Q2 2023	41
FARMERS & MERCHANTS INVESTMENTS INC	40	40	0.00%	0.03%	0.10%	Q2 2013	Q1 2023	40
Private Advisor Group, LLC	40	40	0.01%	0.08%	0.35%	Q4 2013	Q3 2023	40
BOKF, NA	31	9	0.00%	0.02%	0.04%	Q3 2013	Q3 2023	40
HighTower Advisors, LLC	40	40	0.00%	0.02%	0.04%	Q4 2013	Q3 2023	40
Destination Wealth Management	40	40	0.00%	0.39%	0.72%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.04%	0.41%	1.34%	Q4 2013	Q3 2023	40
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	40	40	0.14%	0.86%	1.56%	Q4 2013	Q3 2023	40
FIFTH THIRD BANCORP	30	2	0.00%	0.02%	0.13%	Q2 2013	Q3 2023	40
CIBC WORLD MARKET INC.	40	40	0.00%	0.01%	0.04%	Q4 2013	Q3 2023	40
RAYMOND JAMES TRUST N.A.	39	39	0.03%	0.05%	0.10%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.03%	0.07%	Q1 2014	Q3 2023	39
First Horizon Advisors, Inc.	28	11	0.00%	0.07%	0.59%	Q3 2013	Q3 2023	39
VICUS CAPITAL	39	39	0.05%	0.11%	0.46%	Q1 2014	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.00%	0.23%	0.59%	Q2 2013	Q4 2022	39
BENJAMIN F. EDWARDS & COMPANY, INC.	39	39	0.01%	0.04%	0.12%	Q1 2014	Q3 2023	39
JNBA Financial Advisors	20	19	0.00%	0.56%	1.48%	Q4 2013	Q3 2023	39
Rehmann Capital Advisory Group	23	2	0.02%	0.16%	0.41%	Q1 2013	Q3 2023	39
B. Riley Wealth Advisors, Inc.	34	1	0.00%	0.12%	0.33%	Q2 2013	Q3 2023	39
Valmark Advisers, Inc.	30	8	0.01%	0.03%	0.09%	Q3 2013	Q3 2023	38
FUKOKU MUTUAL LIFE INSURANCE Co	38	38	1.88%	3.19%	4.65%	Q2 2014	Q3 2023	38
Cetera Advisors LLC	38	38	0.01%	0.09%	0.22%	Q2 2014	Q3 2023	38
UBS Group AG	36	36	0.00%	0.04%	0.08%	Q4 2014	Q3 2023	38
FAS Wealth Partners, Inc.	37	37	0.13%	0.51%	1.01%	Q3 2014	Q3 2023	37
FDx Advisors, Inc.	37	37	0.01%	0.06%	0.13%	Q2 2013	Q2 2022	37
Evanson Asset Management, LLC	37	37	0.12%	0.44%	0.94%	Q4 2013	Q4 2022	37
Advisory Services Network, LLC	27	1	0.01%	0.08%	0.30%	Q4 2013	Q3 2023	37
Fragasso Group Inc.	36	36	0.06%	0.18%	0.47%	Q1 2015	Q4 2023	36
Sigma Planning Corp	36	36	0.02%	0.13%	0.48%	Q4 2014	Q3 2023	36
FMR LLC	25	1	0.00%	0.01%	0.05%	Q3 2013	Q3 2023	36
JANE STREET GROUP, LLC	8	2	0.00%	0.01%	0.05%	Q1 2014	Q3 2023	36
EXENCIAL WEALTH ADVISORS, LLC	34	2	0.01%	0.47%	1.56%	Q1 2013	Q1 2022	36
TRUST CO OF VERMONT	27	1	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	36
Aspen Investment Management Inc	36	36	0.12%	0.57%	1.22%	Q2 2013	Q1 2022	36
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	27	8	0.03%	0.05%	0.07%	Q4 2013	Q3 2023	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	3	0.00%	0.01%	0.04%	Q3 2014	Q3 2023	35
MONETA GROUP INVESTMENT ADVISORS LLC	33	2	0.01%	5.66%	12.83%	Q3 2012	Q3 2023	35
Annex Advisory Services, LLC	29	5	0.05%	0.15%	0.32%	Q2 2013	Q3 2023	34
Rathbones Group PLC	29	2	0.00%	0.03%	0.06%	Q2 2013	Q2 2023	34
Dorsey & Whitney Trust CO LLC	33	1	0.02%	0.05%	0.09%	Q2 2013	Q1 2022	34
SMITHBRIDGE ASSET MANAGEMENT INC/DE	34	34	0.12%	0.56%	1.37%	Q3 2014	Q4 2022	34
BANK OF NOVA SCOTIA TRUST CO	34	34	0.04%	0.06%	0.08%	Q2 2013	Q3 2021	34
COMERICA BANK	14	1	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.02%	0.08%	0.17%	Q2 2015	Q3 2023	34
Stratos Wealth Partners, LTD.	22	11	0.01%	0.05%	0.15%	Q3 2014	Q3 2023	33
NORTHERN TRUST CORP	19	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	33
Occidental Asset Management, LLC	33	33	0.05%	1.30%	2.84%	Q1 2014	Q1 2022	33
First National Bank of Hutchinson	16	16	0.41%	5.41%	10.42%	Q2 2013	Q3 2023	32
SIGNET FINANCIAL MANAGEMENT, LLC	26	6	0.04%	0.30%	1.42%	Q4 2014	Q4 2022	32
Community Bank & Trust, Waco, Texas	32	32	0.09%	0.27%	0.42%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.01%	0.06%	0.17%	Q1 2016	Q4 2023	32
J.P. Morgan Private Wealth Advisors LLC	21	2	0.00%	0.04%	0.10%	Q2 2013	Q3 2023	32
MANUFACTURERS LIFE INSURANCE COMPANY, THE	22	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	32
OLD SECOND NATIONAL BANK OF AURORA	16	16	0.02%	0.05%	0.09%	Q4 2014	Q3 2023	32
Legacy Private Trust Co.	32	32	0.04%	0.42%	1.55%	Q4 2015	Q3 2023	32
UNITED CAPITAL FINANCIAL ADVISORS, LLC	9	1	0.00%	0.03%	0.20%	Q2 2013	Q3 2023	31
M&T BANK CORP	23	1	0.00%	0.04%	0.06%	Q1 2014	Q4 2022	31
IFP Advisors, Inc	17	14	0.01%	0.06%	0.18%	Q4 2015	Q3 2023	31
Wharton Business Group, LLC	16	7	0.03%	0.06%	0.16%	Q2 2013	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.01%	0.02%	0.04%	Q1 2016	Q3 2023	31
Colonial Trust Advisors	13	1	0.01%	0.10%	0.19%	Q2 2013	Q3 2023	31
OPPENHEIMER & CO INC	17	2	0.01%	0.02%	0.14%	Q2 2014	Q3 2023	30
Bangor Savings Bank	23	7	0.09%	0.46%	1.16%	Q3 2013	Q3 2023	30
CWM, LLC	22	8	0.00%	0.01%	0.04%	Q1 2016	Q3 2023	30
BBVA USA Bancshares, Inc.	30	30	0.03%	0.08%	0.24%	Q4 2013	Q1 2021	30
ETRADE Capital Management LLC	30	30	0.25%	0.49%	0.87%	Q2 2013	Q3 2020	30
StrategIQ Financial Group, LLC	30	30	0.25%	0.96%	1.84%	Q2 2016	Q3 2023	30
Hudock, Inc.	30	30	0.02%	0.08%	0.15%	Q2 2015	Q3 2022	30
Advisory Alpha, LLC	17	13	0.00%	0.17%	0.48%	Q4 2013	Q2 2022	30
COMMERCE BANK	30	30	0.00%	0.01%	0.03%	Q2 2016	Q3 2023	30
NEXT Financial Group, Inc	30	30	0.08%	0.15%	0.29%	Q3 2014	Q4 2021	30
WEBSTER BANK, N. A.	29	29	0.00%	0.02%	0.06%	Q3 2016	Q3 2023	29
PRUDENTIAL PLC	20	9	0.00%	0.01%	0.04%	Q3 2015	Q2 2023	29
Koshinski Asset Management, Inc.	23	3	0.01%	0.13%	0.25%	Q4 2014	Q2 2023	29
First Allied Advisory Services, Inc.	29	29	0.01%	0.07%	0.52%	Q2 2013	Q2 2020	29
Fiduciary Group LLC	29	29	0.06%	0.08%	0.11%	Q3 2016	Q3 2023	29
Mariner, LLC	17	12	0.01%	0.01%	0.03%	Q2 2016	Q3 2023	29
Horan Securities, Inc.	22	7	0.06%	4.17%	9.62%	Q1 2016	Q2 2023	29
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	19	1	0.03%	0.49%	3.74%	Q2 2013	Q2 2022	29
MML INVESTORS SERVICES, LLC	26	3	0.03%	0.20%	2.50%	Q2 2015	Q3 2023	29
BESSEMER GROUP INC	13	2	0.00%	0.00%	0.00%	Q3 2014	Q2 2023	28
Retirement Planning Group, LLC	28	28	0.05%	4.23%	8.80%	Q2 2013	Q1 2020	28
Capital Analysts, LLC	23	1	0.00%	0.01%	0.05%	Q2 2014	Q3 2023	28
FIDUCIARY TRUST INTERNATIONAL LLC	16	12	0.05%	0.63%	1.31%	Q2 2013	Q2 2020	28
Sargent Bickham Lagudis LLC	28	28	0.02%	0.12%	0.22%	Q1 2016	Q4 2022	28
Capital Investment Advisory Services, LLC	28	28	0.01%	0.11%	0.44%	Q4 2016	Q3 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.01%	0.06%	0.15%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.00%	0.36%	2.73%	Q4 2016	Q3 2023	28
BOYS ARNOLD & CO INC	28	28	0.06%	0.48%	1.53%	Q2 2013	Q1 2020	28
Global Retirement Partners, LLC	20	7	0.00%	0.01%	0.02%	Q4 2016	Q3 2023	27
REILLY FINANCIAL ADVISORS, LLC	27	27	0.00%	0.00%	0.00%	Q2 2015	Q4 2021	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.03%	0.06%	0.17%	Q2 2013	Q4 2019	27
BLB&B Advisors, LLC	27	27	0.02%	0.36%	0.91%	Q2 2013	Q4 2019	27
Carroll Financial Associates, Inc.	25	1	0.00%	0.02%	0.03%	Q3 2014	Q4 2021	26
Narwhal Capital Management	16	10	0.04%	0.20%	0.64%	Q2 2013	Q1 2020	26
BB&T SECURITIES, LLC	26	26	0.02%	0.09%	0.18%	Q2 2013	Q3 2019	26
DAVENPORT & Co LLC	26	26	0.00%	0.00%	0.01%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.01%	0.03%	0.05%	Q2 2013	Q3 2019	26
LeJeune Puetz Investment Counsel LLC	26	26	0.06%	0.38%	0.91%	Q4 2016	Q1 2023	26
UBS ASSET MANAGEMENT AMERICAS INC	26	26	0.00%	0.00%	0.01%	Q2 2013	Q3 2019	26
Barrett Asset Management, LLC	26	26	0.00%	0.00%	0.01%	Q4 2014	Q1 2021	26
Prospera Financial Services Inc	17	4	0.01%	0.05%	0.13%	Q3 2016	Q3 2023	26
FLOW TRADERS U.S. LLC	5	1	0.00%	0.25%	2.78%	Q4 2013	Q2 2023	26
North Star Investment Management Corp.	17	2	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	26
WealthPLAN Partners, LLC	21	2	0.02%	0.17%	0.42%	Q2 2016	Q2 2023	26
FIRST HAWAIIAN BANK	14	1	0.01%	0.13%	0.41%	Q2 2013	Q3 2023	26
Armor Investment Advisors, LLC	25	25	0.00%	0.01%	0.02%	Q4 2016	Q4 2022	25
Round Table Services, LLC	25	25	0.05%	2.16%	9.71%	Q3 2016	Q3 2022	25
First Command Bank	25	25	0.02%	0.08%	0.23%	Q2 2017	Q2 2023	25
MONROE BANK & TRUST/MI	25	25	0.46%	0.73%	1.03%	Q2 2013	Q2 2019	25
CHEMUNG CANAL TRUST CO	15	10	0.05%	0.07%	0.12%	Q3 2017	Q4 2023	25
Arbor Investment Advisors, LLC	25	25	0.14%	0.27%	0.35%	Q4 2010	Q4 2016	25
Sunbelt Securities, Inc.	25	25	0.04%	0.46%	2.05%	Q3 2017	Q3 2023	25
Alpha Cubed Investments, LLC	25	25	0.02%	0.47%	1.48%	Q2 2016	Q2 2022	25
Essex Financial Services, Inc.	7	1	0.03%	0.10%	0.20%	Q4 2013	Q3 2022	25
Parallax Volatility Advisers, L.P.	19	3	0.00%	0.00%	0.01%	Q4 2014	Q4 2021	25
Ameritas Investment Partners, Inc.	15	10	0.00%	0.00%	0.01%	Q1 2016	Q3 2023	25
First Command Financial Services, Inc.	25	25	0.01%	0.07%	0.23%	Q2 2017	Q2 2023	25
Voya Financial Advisors, Inc.	25	25	0.01%	0.05%	0.26%	Q1 2015	Q1 2021	25
GOULD ASSET MANAGEMENT LLC /CA/	25	25	0.26%	0.36%	0.45%	Q3 2017	Q3 2023	25
Steinberg Global Asset Management	24	24	0.10%	0.84%	2.81%	Q2 2013	Q1 2019	24
Mutual Advisors, LLC	24	24	0.03%	0.09%	0.29%	Q4 2017	Q3 2023	24
RPG Investment Advisory, LLC	24	24	0.00%	0.78%	1.67%	Q4 2015	Q3 2021	24
CADENCE BANK NA	20	4	0.08%	0.34%	0.60%	Q2 2014	Q2 2022	24
Westside Investment Management, Inc.	15	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	24
Shamrock Asset Management LLC	24	24	0.01%	0.25%	1.00%	Q4 2013	Q3 2019	24
ASPIRIANT, LLC	22	2	0.02%	0.19%	0.72%	Q1 2014	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.03%	0.05%	0.09%	Q4 2017	Q3 2023	24
LINCOLN NATIONAL CORP	19	2	0.01%	0.02%	0.05%	Q4 2014	Q1 2022	24
McIlrath & Eck, LLC	24	24	0.00%	0.01%	0.05%	Q4 2017	Q3 2023	24
Cornerstone Advisory, LLC	24	24	0.04%	0.57%	1.31%	Q2 2017	Q1 2023	24
NewEdge Advisors, LLC	23	1	0.00%	0.04%	0.10%	Q2 2017	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	1.89%	2.25%	2.76%	Q4 2017	Q3 2023	24
180 WEALTH ADVISORS, LLC	24	24	0.48%	1.07%	1.59%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.05%	0.06%	0.08%	Q4 2017	Q3 2023	24
Arete Wealth Advisors, LLC	19	5	0.03%	0.23%	0.56%	Q3 2017	Q3 2023	24
OneDigital Investment Advisors LLC	17	1	0.01%	0.27%	1.04%	Q2 2017	Q3 2023	24
CENTRAL TRUST Co	24	24	0.00%	0.01%	0.03%	Q4 2016	Q3 2022	24
NORTHERN CAPITAL MANAGEMENT LLC	23	23	0.10%	0.29%	0.61%	Q2 2013	Q4 2018	23
Keystone Financial Group	21	2	0.04%	0.66%	2.25%	Q4 2017	Q3 2023	23
FCG ADVISORS, LLC	18	1	0.07%	0.18%	0.56%	Q3 2013	Q3 2020	23
Lowe Wealth Advisors, LLC	23	23	0.02%	0.09%	0.25%	Q2 2018	Q4 2023	23
Van Hulzen Asset Management, LLC	12	11	0.03%	0.08%	0.13%	Q3 2017	Q3 2023	23
BINGHAM OSBORN & SCARBOROUGH LLC	23	23	0.06%	0.13%	0.19%	Q1 2016	Q3 2021	23
HOWE & RUSLING INC	21	1	0.00%	0.09%	0.27%	Q4 2016	Q2 2023	22
CX Institutional	22	22	0.00%	0.78%	2.06%	Q2 2018	Q3 2023	22
Brookstone Capital Management	10	1	0.00%	0.07%	0.20%	Q2 2015	Q3 2023	22
HL FINANCIAL SERVICES LLC	18	4	0.01%	0.01%	0.02%	Q2 2013	Q4 2018	22
TRUST CO OF VIRGINIA /VA	22	22	0.04%	0.39%	0.69%	Q2 2013	Q3 2018	22
Financial Architects, Inc	16	1	0.00%	0.01%	0.08%	Q3 2013	Q2 2020	22
JOYN Advisors, Inc.	12	10	0.01%	0.24%	0.35%	Q2 2013	Q4 2018	22
Atria Investments, Inc	22	22	0.02%	0.07%	0.15%	Q3 2014	Q4 2019	22
RAND WEALTH, LLC	22	22	0.19%	0.32%	0.62%	Q2 2013	Q3 2018	22
Mechanics Bank Trust Department	22	22	0.12%	0.24%	0.43%	Q2 2018	Q3 2023	22
CENTAURUS FINANCIAL, INC.	16	6	0.02%	0.09%	0.23%	Q1 2018	Q3 2023	22
Sound Income Strategies, LLC	21	1	0.00%	0.01%	0.03%	Q4 2017	Q3 2023	22
Patriot Financial Group Insurance Agency, LLC	16	6	0.01%	0.04%	0.11%	Q4 2016	Q2 2022	22
Wilshire Advisors LLC	22	22	0.90%	1.72%	2.75%	Q4 2015	Q1 2021	22
D.B. Root & Company, LLC	22	22	0.29%	0.38%	0.52%	Q1 2018	Q2 2023	22
CAPTRUST FINANCIAL ADVISORS	10	4	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	22
Klingman & Associates, LLC	22	22	0.51%	2.08%	4.16%	Q4 2014	Q1 2020	22
Jacobi Capital Management LLC	22	22	0.00%	0.01%	0.02%	Q2 2016	Q3 2021	22
ASSET ADVISORS CORP	21	21	0.02%	0.07%	0.24%	Q2 2013	Q2 2018	21
Intersect Capital LLC	21	21	0.23%	0.37%	0.54%	Q2 2017	Q2 2022	21
LEVEL FOUR ADVISORY SERVICES, LLC	17	4	0.04%	0.09%	0.13%	Q4 2016	Q3 2022	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.02%	0.05%	0.08%	Q3 2018	Q3 2023	21
BerganKDV Wealth Management, LLC	15	6	0.03%	0.10%	0.16%	Q3 2017	Q2 2023	21
Grove Bank & Trust	17	4	0.01%	1.49%	2.50%	Q3 2016	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.00%	0.01%	0.01%	Q1 2017	Q3 2023	21
FIRST COMMONWEALTH FINANCIAL CORP /PA/	21	21	0.54%	1.33%	1.96%	Q3 2018	Q3 2023	21
MARINER INDEPENDENT ADVISOR NETWORK, LLC	17	1	0.04%	0.10%	0.44%	Q3 2016	Q3 2022	21
Calamos Wealth Management LLC	21	21	0.03%	0.08%	0.19%	Q2 2015	Q2 2020	21
COLONY GROUP LLC	16	1	0.00%	0.07%	0.18%	Q4 2013	Q1 2023	21
HANCOCK WHITNEY CORP	21	21	0.04%	0.08%	0.16%	Q3 2018	Q3 2023	21
SECURIAN ASSET MANAGEMENT, INC	21	21	0.19%	0.33%	0.38%	Q3 2018	Q3 2023	21
MA Private Wealth	20	20	0.07%	0.29%	0.54%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.04%	0.55%	1.54%	Q4 2018	Q3 2023	20
Millburn Ridgefield Corp	20	20	0.00%	0.02%	0.12%	Q4 2016	Q3 2021	20
SMITH CHAS P & ASSOCIATES PA CPAS	20	20	0.07%	2.61%	3.69%	Q2 2013	Q1 2018	20
BREWIN DOLPHIN LTD	20	20	0.00%	0.00%	0.00%	Q3 2017	Q2 2022	20
Archer Investment Corp	20	20	0.01%	0.02%	0.04%	Q4 2018	Q3 2023	20
Wealthcare Advisory Partners LLC	11	1	0.00%	0.12%	0.32%	Q3 2017	Q3 2023	20
AE Wealth Management LLC	15	5	0.01%	0.01%	0.05%	Q3 2018	Q3 2023	20
AlphaMark Advisors, LLC	20	20	0.00%	0.07%	0.24%	Q2 2013	Q1 2018	20
OLD MISSION CAPITAL LLC	5	1	0.01%	0.31%	1.54%	Q4 2014	Q3 2023	20
TFG Advisers LLC	20	20	0.10%	0.26%	0.51%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.00%	0.01%	0.02%	Q4 2017	Q4 2022	20
GLENMEDE TRUST CO NA	7	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	20
TWIN CAPITAL MANAGEMENT INC	20	20	0.04%	0.14%	0.31%	Q4 2015	Q3 2020	20
MOTCO	20	20	0.03%	0.10%	0.14%	Q4 2018	Q3 2023	20
AdvisorNet Financial, Inc	14	2	0.00%	0.01%	0.14%	Q4 2017	Q3 2023	20
CAPITAL ONE, NATIONAL ASSOCIATION	20	20	0.08%	0.16%	0.39%	Q3 2013	Q2 2018	20
NOTTINGHAM ADVISORS, INC.	20	20	0.09%	0.24%	0.53%	Q1 2014	Q4 2018	20
Shoker Investment Counsel, Inc.	19	1	0.16%	0.24%	0.34%	Q1 2014	Q1 2019	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.04%	0.15%	0.85%	Q4 2018	Q3 2023	20
BRANDYWINE OAK PRIVATE WEALTH LLC	20	20	0.10%	0.31%	0.60%	Q4 2018	Q3 2023	20
Bogart Wealth, LLC	20	20	0.00%	0.11%	0.35%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.01%	0.07%	0.23%	Q4 2017	Q3 2022	20
PFS INVESTMENTS INC.	15	1	0.01%	0.18%	0.29%	Q4 2017	Q2 2023	20
AGILIS PARTNERS LLC	20	20	0.98%	2.06%	3.37%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.09%	0.30%	0.53%	Q4 2018	Q3 2023	20
Arkos Global Advisors	20	20	0.29%	0.73%	1.24%	Q4 2018	Q3 2023	20
Vivaldi Capital Management LP	17	2	0.00%	0.16%	0.54%	Q1 2017	Q4 2021	19
Guidance Point Advisors, LLC	19	19	0.09%	0.13%	0.18%	Q4 2018	Q2 2023	19
Ironwood Financial, llc	13	2	0.00%	0.22%	0.43%	Q4 2014	Q3 2023	19
Cetera Investment Advisers	12	1	0.01%	0.12%	0.32%	Q4 2016	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.08%	0.19%	0.38%	Q2 2013	Q4 2017	19
First National Bank of South Miami	19	19	0.04%	0.39%	1.04%	Q4 2018	Q2 2023	19
Fort Sheridan Advisors LLC	12	7	0.08%	0.17%	0.31%	Q4 2018	Q3 2023	19
SIMPLEX TRADING, LLC	4	1	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	19
HIGHLAND CAPITAL MANAGEMENT, LLC	19	19	0.02%	0.03%	0.07%	Q2 2014	Q4 2018	19
GYL FINANCIAL SYNERGIES, LLC	11	8	0.02%	0.19%	0.48%	Q4 2018	Q3 2023	19
Kingsview Wealth Management, LLC	8	1	0.01%	0.05%	0.15%	Q3 2017	Q3 2023	19
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	19	19	0.03%	0.09%	0.13%	Q1 2019	Q3 2023	19
Advocacy Wealth Management Services, LLC	9	3	0.00%	0.34%	2.36%	Q1 2016	Q2 2022	19
TIEDEMANN ADVISORS, LLC	17	2	0.01%	0.03%	0.08%	Q1 2018	Q3 2023	19
PRUDENTIAL FINANCIAL INC	7	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2023	19
Integrated Wealth Concepts LLC	19	19	0.01%	0.03%	0.07%	Q1 2019	Q3 2023	19
Wambolt & Associates, LLC	19	19	0.07%	0.25%	0.61%	Q4 2018	Q2 2023	19
Highlander Capital Management, LLC	19	19	0.01%	0.05%	0.09%	Q3 2014	Q1 2019	19
Commonwealth Equity Services, Inc	18	18	0.07%	0.12%	0.18%	Q2 2013	Q3 2017	18
Wealth Advisors of Tampa Bay, LLC	18	18	0.06%	2.01%	2.93%	Q4 2017	Q1 2022	18
Crescent Grove Advisors, LLC	18	18	0.03%	0.09%	0.18%	Q2 2019	Q3 2023	18
NATIONAL PLANNING CORP	18	18	0.03%	0.07%	0.11%	Q2 2013	Q3 2017	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.19%	0.30%	0.63%	Q2 2013	Q3 2017	18
MARINO, STRAM & ASSOCIATES LLC	9	9	0.07%	0.90%	1.34%	Q1 2019	Q3 2023	18
Steigerwald, Gordon & Koch Inc.	18	18	0.39%	1.90%	2.65%	Q1 2012	Q2 2016	18
Valeo Financial Advisors, LLC	15	3	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	18
Tortoise Investment Management, LLC	16	2	0.00%	0.05%	0.14%	Q2 2013	Q2 2019	18
DEUTSCHE BANK AG\	6	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	18
SUMMIT FINANCIAL GROUP, INC.	18	18	0.15%	0.50%	2.61%	Q2 2019	Q3 2023	18
Fieldpoint Private Securities, LLC	10	1	0.03%	0.29%	2.25%	Q1 2017	Q2 2022	18
IFC Holdings Incorporated/FL	14	4	0.02%	0.05%	0.10%	Q2 2013	Q4 2017	18
MERCER GLOBAL ADVISORS INC /ADV	18	18	0.01%	0.06%	0.14%	Q2 2019	Q3 2023	18
Burleson & Company, LLC	8	4	0.02%	0.09%	0.30%	Q4 2017	Q4 2022	18
Regal Investment Advisors LLC	17	17	0.09%	0.49%	1.04%	Q2 2013	Q2 2017	17
SVA Wealth Management, LLC	16	1	0.04%	0.95%	2.56%	Q4 2013	Q1 2018	17
ALTERNA WEALTH MANAGEMENT, INC	9	8	0.09%	0.45%	0.69%	Q4 2018	Q3 2023	17
CITIZENS FINANCIAL GROUP INC/RI	17	17	0.01%	0.04%	0.08%	Q3 2016	Q3 2020	17
ARGENT CAPITAL MANAGEMENT LLC	17	17	0.01%	0.01%	0.02%	Q4 2015	Q4 2019	17
FIRST MERCHANTS CORP	17	17	0.04%	0.07%	0.14%	Q3 2019	Q3 2023	17
Sowell Financial Services LLC	10	2	0.03%	0.07%	0.17%	Q4 2018	Q3 2023	17
Pacific Center for Financial Services	10	3	0.01%	0.05%	0.14%	Q4 2016	Q3 2023	17
Stratos Investment Management, LLC	17	17	0.06%	0.15%	0.47%	Q3 2019	Q3 2023	17
BANK OF NOVA SCOTIA	10	7	0.00%	0.00%	0.00%	Q1 2015	Q1 2021	17
Psagot Value Holdings Ltd.	17	17	0.00%	0.00%	0.00%	Q4 2015	Q4 2019	17
WFG Advisors, LP	17	17	0.00%	0.11%	0.22%	Q2 2013	Q2 2017	17
WOLVERINE TRADING, LLC	4	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2022	17
TimeScale Financial, Inc.	17	17	0.06%	0.10%	0.15%	Q2 2019	Q2 2023	17
Estate Counselors, LLC	11	1	0.05%	0.49%	2.04%	Q2 2013	Q1 2020	17
OmniStar Financial Group, Inc.	17	17	0.64%	1.15%	1.70%	Q4 2017	Q4 2021	17
RDA Financial Network	14	3	0.08%	0.13%	0.16%	Q1 2019	Q2 2023	17
Hubbell Strickland Wealth Management, LLC	17	17	0.35%	0.60%	1.10%	Q3 2019	Q3 2023	17
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.02%	0.02%	0.04%	Q4 2019	Q3 2023	16
Hefren-Tillotson, Inc.	16	16	0.00%	3.56%	20.64%	Q3 2014	Q2 2018	16
FFT WEALTH MANAGEMENT LLC	9	7	0.09%	0.48%	1.14%	Q4 2015	Q2 2020	16
Mission Creek Capital Partners, Inc.	16	16	0.20%	0.40%	0.51%	Q4 2019	Q3 2023	16
Freedom Investment Management, Inc.	10	1	0.01%	0.02%	0.04%	Q3 2016	Q4 2021	16
Orion Portfolio Solutions, LLC	16	16	0.03%	0.14%	0.39%	Q4 2019	Q3 2023	16
Argent Advisors, Inc.	16	16	0.62%	1.14%	4.14%	Q4 2019	Q3 2023	16
PSI Advisors, LLC	16	16	0.07%	0.17%	0.60%	Q4 2019	Q3 2023	16
Patten Group, Inc.	15	1	0.01%	0.02%	0.08%	Q4 2014	Q4 2018	16
Joel Isaacson & Co., LLC	16	16	0.00%	0.23%	0.42%	Q4 2012	Q3 2016	16
Clarus Wealth Advisors	9	7	0.01%	0.15%	0.23%	Q2 2018	Q2 2022	16
ARGI Investment Services, LLC	9	1	0.01%	0.01%	0.02%	Q3 2018	Q4 2022	16
WEDBUSH SECURITIES INC	6	1	0.02%	0.03%	0.07%	Q1 2014	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.04%	0.06%	0.09%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.16%	0.46%	0.66%	Q4 2019	Q3 2023	16
Rockefeller Capital Management L.P.	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
BARCLAYS PLC	10	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2022	16
WEALTHSOURCE PARTNERS, LLC	10	2	0.02%	0.09%	0.26%	Q4 2017	Q3 2023	16
AXA S.A.	14	1	0.00%	0.01%	0.01%	Q4 2013	Q3 2020	16
Element Wealth, LLC	16	16	0.02%	0.23%	0.31%	Q4 2019	Q3 2023	16
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Northeast Financial Consultants Inc	16	16	0.09%	0.54%	1.14%	Q4 2013	Q3 2017	16
HEADINVEST, LLC	15	1	0.04%	0.11%	0.22%	Q3 2019	Q3 2023	16
Plancorp, LLC	15	1	0.09%	0.13%	0.20%	Q1 2014	Q1 2020	16
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	16	16	0.89%	1.29%	2.09%	Q4 2018	Q3 2022	16
Community Bank, N.A.	16	16	0.00%	0.01%	0.02%	Q4 2014	Q3 2018	16
Cedar Wealth Management, LLC	16	16	0.01%	0.03%	0.04%	Q4 2019	Q3 2023	16
Kerntke Otto McGlone Wealth Management Group	16	16	0.22%	1.60%	3.42%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.11%	0.16%	0.28%	Q4 2019	Q3 2023	16
TRUIST FINANCIAL CORP	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
RFG Advisory, LLC	7	4	0.04%	0.19%	0.47%	Q1 2017	Q3 2023	16
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	16	16	0.27%	1.11%	2.00%	Q4 2019	Q3 2023	16
Independence Bank of Kentucky	15	15	0.01%	0.05%	0.22%	Q3 2019	Q1 2023	15
Advisor Group, Inc.	15	15	0.04%	0.05%	0.06%	Q2 2016	Q4 2019	15
BlackRock Fund Advisors	15	15	0.00%	0.00%	0.01%	Q2 2013	Q4 2016	15
Stolper Co	15	15	0.20%	0.40%	0.66%	Q1 2020	Q3 2023	15
FIRST MANHATTAN CO. LLC.	14	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2022	15
Petix & Botte Co	12	3	0.36%	0.53%	0.73%	Q4 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.06%	0.14%	0.24%	Q2 2013	Q4 2016	15
BlackRock Investment Management, LLC	15	15	0.02%	0.04%	0.06%	Q2 2013	Q4 2016	15
OSAIC HOLDINGS, INC.	15	15	0.02%	0.03%	0.04%	Q1 2020	Q3 2023	15
Colorado Capital Management, Inc.	15	15	0.16%	1.24%	3.14%	Q4 2015	Q2 2019	15
TWO SIGMA SECURITIES, LLC	3	1	0.00%	0.11%	0.43%	Q4 2014	Q3 2023	15
SeaCrest Wealth Management, LLC	14	1	0.04%	0.06%	0.08%	Q3 2019	Q3 2023	15
First Citizens Financial Corp	13	2	0.31%	0.47%	0.99%	Q4 2019	Q3 2023	15
Ellenbecker Investment Group	15	15	0.15%	1.01%	2.77%	Q4 2017	Q2 2021	15
ADELL HARRIMAN & CARPENTER INC	15	15	0.03%	0.10%	0.18%	Q3 2017	Q1 2021	15
Baker Avenue Asset Management, LP	5	4	0.01%	0.62%	1.70%	Q3 2013	Q3 2023	14
Arden Trust Co	14	14	0.04%	0.26%	0.92%	Q2 2019	Q3 2022	14
Sequoia Financial Advisors, LLC	10	1	0.02%	0.05%	0.09%	Q4 2015	Q2 2021	14
BBR PARTNERS, LLC	13	1	0.06%	0.09%	0.12%	Q2 2013	Q1 2022	14
Texas Capital Bank Wealth Management Services Inc	14	14	0.03%	0.06%	0.08%	Q2 2020	Q3 2023	14
Qube Research & Technologies Ltd	11	3	0.00%	0.05%	0.19%	Q4 2019	Q3 2023	14
BigSur Wealth Management LLC	14	14	0.03%	0.04%	0.05%	Q4 2019	Q1 2023	14
Sandy Spring Bank	12	1	0.00%	0.00%	0.00%	Q1 2017	Q3 2023	14
Highwater Wealth Management, LLC	14	14	2.19%	6.17%	30.36%	Q2 2016	Q3 2019	14
FRANKLIN RESOURCES INC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
HIGH POINT BANK & TRUST CO	14	14	0.00%	0.17%	0.24%	Q3 2013	Q4 2016	14
D'Orazio & Associates, Inc.	7	1	0.00%	0.02%	0.04%	Q4 2013	Q3 2019	14
BROOKS, MOORE & ASSOCIATES, INC.	14	14	0.23%	0.38%	0.53%	Q4 2018	Q1 2022	14
J.W. COLE ADVISORS, INC.	8	1	0.06%	0.10%	0.16%	Q4 2019	Q3 2023	14
CVA Family Office, LLC	14	14	0.00%	0.00%	0.01%	Q1 2020	Q2 2023	14
Miracle Mile Advisors, LLC	13	1	0.02%	0.08%	0.13%	Q2 2016	Q3 2023	14
Atlas Private Wealth Advisors	14	14	0.18%	0.44%	0.90%	Q2 2020	Q3 2023	14
Belpointe Asset Management LLC	12	2	0.02%	0.03%	0.04%	Q2 2019	Q2 2023	14
Asset Planning Services, Ltd.	8	6	0.04%	0.06%	0.09%	Q2 2015	Q4 2018	14
Titus Wealth Management	14	14	0.22%	0.39%	0.55%	Q1 2019	Q2 2022	14
Platte River Wealth Advisors, LLC	13	1	0.10%	0.34%	0.52%	Q4 2019	Q3 2023	14
BEACON INVESTMENT ADVISORY SERVICES, INC.	14	14	0.04%	0.10%	0.16%	Q4 2016	Q1 2020	14
Investors Research Corp	14	14	0.02%	0.02%	0.03%	Q2 2020	Q3 2023	14
BRYN MAWR TRUST Co	14	14	0.03%	0.07%	0.13%	Q2 2020	Q3 2023	14
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	14	14	0.08%	0.13%	0.16%	Q1 2017	Q2 2020	14
Winslow, Evans & Crocker, Inc.	7	1	0.00%	0.01%	0.01%	Q2 2015	Q4 2020	14
Raab & Moskowitz Asset Management LLC	14	14	0.34%	1.04%	1.70%	Q4 2016	Q1 2020	14
Crewe Advisors LLC	11	3	0.00%	0.05%	0.11%	Q4 2017	Q3 2023	14
Kestra Advisory Services, LLC	13	13	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	13
SUMITOMO MITSUI FINANCIAL GROUP, INC.	13	13	0.00%	0.03%	0.07%	Q2 2017	Q2 2020	13
Proficio Capital Partners LLC	13	13	0.01%	0.01%	0.02%	Q2 2016	Q2 2019	13
MAI Capital Management	6	1	0.01%	0.07%	0.18%	Q4 2014	Q3 2023	13
Crestone Asset Management LLC	6	1	0.04%	0.14%	0.32%	Q4 2017	Q3 2023	13
Mascoma Wealth Management LLC	9	1	0.00%	0.24%	1.02%	Q4 2018	Q3 2023	13
SUNFLOWER BANK, NA WEALTH MANAGEMENT	13	13	0.15%	0.22%	0.33%	Q3 2017	Q3 2020	13
WestEnd Advisors, LLC	13	13	0.00%	0.00%	0.00%	Q4 2017	Q4 2020	13
BlueSky Wealth Advisors, LLC	13	13	0.18%	0.20%	0.22%	Q4 2016	Q4 2019	13
KAYS FINANCIAL ADVISORY CORP /ADV	13	13	0.10%	0.15%	0.25%	Q3 2017	Q3 2020	13
Ellis Investment Partners, LLC	13	13	0.00%	0.03%	0.19%	Q4 2018	Q4 2021	13
Laurel Wealth Advisors LLC	13	13	0.00%	0.00%	0.00%	Q1 2019	Q1 2022	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.05%	0.11%	0.17%	Q4 2018	Q4 2021	13
TFC Financial Management, Inc.	13	13	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.03%	0.04%	0.04%	Q3 2020	Q3 2023	13
TD ASSET MANAGEMENT INC	9	4	0.00%	0.00%	0.00%	Q3 2014	Q1 2020	13
WealthShield Partners, LLC	8	2	0.00%	0.01%	0.02%	Q4 2017	Q2 2021	13
Stonebridge Capital Advisors LLC	8	5	0.00%	0.00%	0.00%	Q2 2019	Q4 2022	13
WESTPORT RESOURCES MANAGEMENT INC	13	13	0.01%	0.02%	0.02%	Q2 2013	Q2 2016	13
ERTS Wealth Advisors, LLC	8	2	0.02%	0.68%	2.57%	Q4 2018	Q2 2023	13
NOMURA ASSET MANAGEMENT CO LTD	13	13	0.02%	0.06%	0.13%	Q2 2016	Q2 2019	13
Atlas Private Wealth Management, LLC	13	13	0.35%	0.47%	0.66%	Q4 2019	Q4 2022	13
HHM Wealth Advisors, LLC	13	13	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	13
FIDUCIARY TRUST CO	5	1	0.01%	0.01%	0.01%	Q1 2014	Q2 2022	13
CREATIVE FINANCIAL DESIGNS INC /ADV	9	4	0.00%	0.02%	0.03%	Q4 2016	Q1 2021	13
CREDIT SUISSE AG/	11	1	0.00%	0.01%	0.02%	Q2 2013	Q1 2019	13
PATTEN & PATTEN INC/TN	12	1	0.02%	0.03%	0.05%	Q1 2014	Q3 2023	13
BRINKER CAPITAL INC	7	6	0.02%	0.14%	0.51%	Q3 2016	Q2 2020	13
Well Done, LLC	13	13	0.10%	0.26%	0.45%	Q3 2017	Q3 2020	13
IBERIABANK CORP	7	6	0.03%	0.16%	0.30%	Q3 2013	Q4 2019	13
ICONIQ Capital, LLC	12	12	0.02%	0.04%	0.06%	Q2 2015	Q1 2018	12
ACCURATE INVESTMENT SOLUTIONS, INC.	12	12	2.30%	2.78%	3.00%	Q2 2017	Q1 2020	12
Mirae Asset Global Investments Co., Ltd.	11	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	12
SENTINEL ASSET MANAGEMENT, INC.	12	12	0.24%	0.29%	0.32%	Q4 2014	Q3 2017	12
Wealth Advisory Solutions, LLC	6	6	0.00%	0.64%	3.01%	Q2 2020	Q2 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.03%	0.05%	0.07%	Q4 2018	Q3 2021	12
DIMENSION CAPITAL MANAGEMENT LLC	12	12	0.15%	0.23%	0.44%	Q4 2017	Q3 2020	12
B. Riley Financial, Inc.	12	12	0.48%	0.77%	1.23%	Q4 2015	Q3 2018	12
VSR Financial Services, Inc.	12	12	0.04%	0.13%	0.38%	Q3 2013	Q2 2016	12
COLLECTIVE FAMILY OFFICE LLC	12	12	0.29%	0.54%	0.85%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	0.23%	0.60%	1.17%	Q4 2019	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.03%	0.05%	0.06%	Q4 2020	Q3 2023	12
Fountainhead AM, LLC	12	12	4.16%	4.41%	4.97%	Q4 2020	Q3 2023	12
MILLENNIUM MANAGEMENT LLC	2	1	0.00%	0.00%	0.00%	Q1 2015	Q2 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.02%	0.03%	Q2 2013	Q1 2016	12
Douglass Winthrop Advisors, LLC	10	2	0.01%	0.03%	0.04%	Q1 2015	Q1 2018	12
Yorktown Management & Research Co Inc	9	3	0.04%	0.05%	0.05%	Q2 2013	Q2 2016	12
Capital Asset Advisory Services LLC	12	12	0.00%	0.00%	0.00%	Q4 2019	Q3 2022	12
NORTH AMERICAN MANAGEMENT CORP	12	12	0.15%	0.17%	0.21%	Q2 2013	Q1 2016	12
Asset Dedication, LLC	12	12	0.00%	0.00%	0.00%	Q4 2016	Q3 2019	12
Curbstone Financial Management Corp	12	12	0.11%	0.13%	0.15%	Q1 2021	Q4 2023	12
COWA, LLC	12	12	2.67%	3.92%	6.20%	Q4 2020	Q3 2023	12
Sunflower Bank, N.A.	12	12	0.06%	0.78%	1.61%	Q4 2020	Q3 2023	12
MONTAG A & ASSOCIATES INC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.01%	0.02%	0.06%	Q4 2020	Q3 2023	12
Heartwood Wealth Advisors LLC	12	12	0.12%	0.54%	0.90%	Q4 2020	Q3 2023	12
Braun-Bostich & Associates Inc.	6	2	0.04%	1.16%	1.60%	Q4 2017	Q2 2023	12
Navis Wealth Advisors, LLC	12	12	0.21%	0.29%	0.39%	Q4 2020	Q3 2023	12
Virtu Financial LLC	3	1	0.02%	0.04%	0.13%	Q1 2018	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	12
TSFG, LLC	9	3	0.00%	0.01%	0.04%	Q1 2019	Q3 2023	12
BIEGEL & WALLER LLC	12	12	3.61%	8.55%	13.85%	Q4 2016	Q3 2019	12
Sterling Financial Planning, Inc.	12	12	1.63%	2.37%	3.09%	Q4 2020	Q3 2023	12
Wealthspire Advisors, L.P.	12	12	0.00%	0.00%	0.01%	Q4 2015	Q3 2018	12
SWS Partners	5	2	0.12%	0.19%	0.28%	Q2 2018	Q3 2023	12
Certified Advisory Corp	11	1	0.01%	0.16%	0.42%	Q4 2017	Q1 2021	12
1900 WEALTH MANAGEMENT LLC	12	12	0.11%	0.30%	0.56%	Q4 2020	Q3 2023	12
1834 INVESTMENT ADVISORS CO	9	1	0.00%	0.20%	0.33%	Q2 2013	Q2 2020	12
Carmichael Hill & Associates, Inc.	12	12	0.00%	0.00%	0.01%	Q4 2019	Q3 2022	12
Gemmer Asset Management LLC	8	3	0.00%	0.03%	0.06%	Q1 2014	Q3 2023	11
Corbenic Partners LLC	11	11	0.08%	1.63%	7.56%	Q2 2014	Q4 2016	11
Parkside Financial Bank & Trust	7	1	0.00%	0.04%	0.13%	Q1 2014	Q4 2021	11
WINTRUST INVESTMENTS LLC	5	2	0.02%	0.06%	0.13%	Q1 2018	Q3 2022	11
Planned Solutions, Inc.	7	4	0.38%	0.55%	0.69%	Q3 2020	Q2 2023	11
Lido Advisors, LLC	7	1	0.00%	0.03%	0.06%	Q2 2017	Q3 2023	11
Karp Capital Management Corp	7	4	0.02%	0.70%	1.37%	Q4 2014	Q4 2018	11
UBS AG	6	6	0.00%	0.03%	0.06%	Q2 2013	Q3 2014	11
LGL PARTNERS, LLC	11	11	0.13%	0.26%	0.42%	Q4 2015	Q2 2018	11
TRUEWEALTH LLC	11	11	0.02%	0.09%	0.12%	Q4 2017	Q2 2020	11
Newfound Research LLC	7	1	0.54%	0.87%	1.76%	Q2 2016	Q2 2020	11
Longer Investments Inc.	6	1	2.34%	4.13%	5.76%	Q4 2014	Q1 2019	11
Summit X, LLC	11	11	0.10%	0.20%	0.34%	Q1 2021	Q3 2023	11
Independence Wealth Advisors, Inc.	11	11	3.40%	9.20%	10.79%	Q4 2017	Q2 2020	11
Sage Advisory Services, Ltd.Co.	11	11	0.02%	0.21%	0.97%	Q2 2017	Q4 2019	11
Curran Financial Partners, LLC	11	11	0.23%	1.11%	1.84%	Q1 2021	Q3 2023	11
Mathes Company, Inc.	4	1	0.09%	0.12%	0.16%	Q2 2015	Q3 2023	11
Ledyard National Bank	11	11	0.04%	0.05%	0.05%	Q3 2017	Q1 2020	11
Hennion & Walsh Asset Management, Inc.	11	11	0.09%	0.12%	0.16%	Q1 2021	Q3 2023	11
IHT Wealth Management, LLC	6	5	0.03%	0.07%	0.30%	Q4 2016	Q2 2022	11
Capital Wealth Alliance, LLC	6	2	0.29%	0.47%	0.98%	Q4 2019	Q3 2023	11
Horizon Investments, LLC	7	4	0.00%	0.56%	1.51%	Q4 2019	Q3 2023	11
Alexandria Capital, LLC	11	11	0.01%	0.03%	0.05%	Q2 2013	Q4 2015	11
AJ WEALTH STRATEGIES, LLC	11	11	0.02%	0.06%	0.16%	Q4 2020	Q2 2023	11
CFM WEALTH PARTNERS LLC	11	11	0.06%	0.08%	0.13%	Q4 2019	Q2 2022	11
Gladstone Institutional Advisory LLC	11	11	0.02%	0.02%	0.04%	Q1 2021	Q3 2023	11
LEAVELL INVESTMENT MANAGEMENT, INC.	7	4	0.02%	0.04%	0.05%	Q4 2020	Q3 2023	11
American Money Management, LLC	11	11	0.16%	0.48%	0.71%	Q1 2021	Q3 2023	11
HYA Advisors, Inc	11	11	0.52%	0.65%	0.77%	Q4 2019	Q2 2022	11
CAROLINAS WEALTH CONSULTING LLC	11	11	0.00%	0.00%	0.01%	Q1 2020	Q3 2022	11
Gradient Investments LLC	10	1	0.00%	0.00%	0.01%	Q2 2017	Q3 2023	11
ProVise Management Group, LLC	5	1	0.03%	0.06%	0.12%	Q4 2014	Q1 2018	11
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	11	11	0.00%	0.02%	0.04%	Q2 2014	Q4 2016	11
Quad-Cities Investment Group, LLC	11	11	0.07%	0.54%	1.04%	Q4 2018	Q2 2021	11
PINNACLE ASSOCIATES LTD	6	1	0.00%	0.01%	0.01%	Q3 2018	Q4 2021	11
Snowden Capital Advisors LLC	8	3	0.01%	0.03%	0.07%	Q2 2019	Q3 2023	11
Investors Capital Advisory Services	11	11	0.05%	0.30%	0.49%	Q2 2013	Q4 2015	11
Sonora Investment Management, LLC	10	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2021	11
Spire Wealth Management	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
Chicago Partners Investment Group LLC	11	11	0.02%	0.05%	0.08%	Q1 2021	Q3 2023	11
Hexagon Capital Partners LLC	11	11	0.00%	0.00%	0.01%	Q3 2020	Q1 2023	11
RONALD BLUE & CO LLC	9	2	0.02%	0.07%	0.15%	Q2 2013	Q1 2016	11
McKinley Carter Wealth Services, Inc.	11	11	0.02%	0.35%	0.50%	Q1 2021	Q3 2023	11
Perella Weinberg Partners Capital Management LP	8	2	0.04%	0.62%	1.12%	Q2 2016	Q2 2019	10
Retirement Group, LLC	7	1	0.00%	0.01%	0.11%	Q4 2019	Q3 2023	10
PARAMETRIC PORTFOLIO ASSOCIATES LLC	4	2	0.00%	0.00%	0.01%	Q4 2013	Q3 2021	10
Turim 21 Investimentos Ltda.	8	2	0.00%	0.02%	0.04%	Q3 2020	Q1 2023	10
Transamerica Financial Advisors, Inc.	8	2	0.00%	0.01%	0.01%	Q4 2015	Q2 2018	10
HARBOUR INVESTMENTS, INC.	6	4	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	10
Allianz Asset Management GmbH	4	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2022	10
Strategic Wealth Partners, Ltd.	10	10	0.03%	0.22%	0.43%	Q4 2017	Q1 2020	10
Financial Advocates Investment Management	10	10	0.03%	0.08%	0.16%	Q4 2017	Q1 2020	10
Orion Capital Management LLC	10	10	0.01%	0.02%	0.02%	Q4 2020	Q1 2023	10
HSBC HOLDINGS PLC	10	10	0.00%	0.00%	0.00%	Q2 2012	Q3 2014	10
ALLIANCEBERNSTEIN L.P.	7	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	10
Dynamic Advisor Solutions LLC	5	1	0.02%	0.81%	2.20%	Q1 2017	Q1 2022	10
Johnson Financial Group, Inc.	6	1	0.00%	0.02%	0.04%	Q4 2013	Q4 2020	10
Iron Horse Wealth Management, LLC	6	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	10
Newbridge Financial Services Group, Inc.	10	10	0.02%	0.04%	0.12%	Q2 2021	Q3 2023	10
Armbruster Capital Management, Inc.	10	10	0.00%	0.00%	0.01%	Q4 2015	Q1 2018	10
EPG Wealth Management LLC	5	2	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	10
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	10	10	0.15%	0.17%	0.20%	Q2 2014	Q3 2016	10
Balentine LLC	10	10	0.02%	0.11%	0.25%	Q2 2021	Q3 2023	10
PANAGORA ASSET MANAGEMENT INC	10	10	0.00%	0.00%	0.00%	Q3 2015	Q4 2017	10
Moloney Securities Asset Management, LLC	10	10	0.04%	0.05%	0.06%	Q2 2021	Q3 2023	10
PHILADELPHIA TRUST CO	6	4	0.04%	0.04%	0.05%	Q3 2016	Q1 2019	10
Cornerstone Wealth Management, LLC	8	2	0.04%	0.07%	0.11%	Q3 2016	Q1 2019	10
MEEDER ASSET MANAGEMENT INC	9	1	0.02%	0.12%	0.23%	Q3 2020	Q2 2023	10
Centerpoint Advisors, LLC	10	10	0.02%	0.02%	0.02%	Q2 2021	Q3 2023	10
SG Americas Securities, LLC	2	1	0.00%	0.01%	0.03%	Q2 2014	Q3 2018	10
BROWN BROTHERS HARRIMAN & CO	6	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2020	10
Private Ocean, LLC	10	10	0.01%	0.01%	0.02%	Q1 2020	Q2 2022	10
FLAGSHIP HARBOR ADVISORS, LLC	10	10	0.00%	0.01%	0.02%	Q2 2018	Q3 2020	10
Onyx Bridge Wealth Group LLC	7	3	0.05%	0.11%	0.17%	Q4 2020	Q3 2023	10
MGO ONE SEVEN LLC	3	1	0.02%	0.06%	0.27%	Q4 2017	Q3 2023	10
Ten Capital Wealth Advisors, LLC	10	10	0.00%	0.00%	0.00%	Q4 2020	Q1 2023	10
Capital Bank & Trust Co	10	10	0.00%	0.00%	0.00%	Q4 2017	Q1 2020	10
Virtu KCG Holdings LLC	3	1	0.01%	0.02%	0.04%	Q3 2013	Q4 2016	10
Private Advisory Group LLC	10	10	0.44%	1.19%	2.33%	Q4 2016	Q1 2019	10
Jacobus Wealth Management, Inc.	9	9	0.15%	0.37%	0.44%	Q2 2013	Q2 2015	9
Simplicity Solutions, LLC	3	3	0.01%	0.01%	0.04%	Q4 2018	Q3 2023	9
FIFTH THIRD SECURITIES, INC.	5	1	0.07%	0.08%	0.10%	Q3 2018	Q2 2023	9
Bellwether Advisors, LLC	9	9	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	9
B. Riley Wealth Management, Inc.	6	1	0.01%	0.14%	0.30%	Q2 2014	Q1 2020	9
Hefty Wealth Partners	9	9	0.41%	1.04%	1.82%	Q1 2016	Q1 2018	9
Chicago Wealth Management, Inc.	8	1	5.36%	6.19%	10.97%	Q4 2019	Q1 2022	9
Pinnacle Summer Investments, Inc.	9	9	0.10%	0.85%	2.25%	Q4 2013	Q4 2015	9
OPPENHEIMER ASSET MANAGEMENT INC.	6	3	0.00%	0.00%	0.00%	Q1 2017	Q1 2020	9
WEATHERLY ASSET MANAGEMENT L. P.	9	9	0.08%	0.11%	0.13%	Q2 2013	Q2 2015	9
KEYBANK NATIONAL ASSOCIATION/OH	8	1	0.00%	0.01%	0.02%	Q4 2012	Q2 2015	9
RiverFront Investment Group, LLC	9	9	1.05%	1.18%	1.24%	Q1 2016	Q1 2018	9
Ackerman Capital Advisors, LLC	6	1	0.02%	1.31%	3.01%	Q2 2017	Q1 2020	9
Antonetti Capital Management LLC	6	3	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	9
NVWM, LLC	9	9	0.00%	0.26%	0.78%	Q4 2017	Q4 2019	9
Cordasco Financial Network	8	1	0.00%	0.24%	2.09%	Q1 2015	Q2 2022	9
FULTON BREAKEFIELD BROENNIMAN LLC	9	9	0.08%	0.13%	0.22%	Q3 2015	Q3 2017	9
Lake Point Wealth Management	4	2	0.00%	0.00%	0.02%	Q4 2018	Q1 2022	9
SEI INVESTMENTS CO	5	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2019	9
Larson Financial Group LLC	6	3	0.00%	0.00%	0.00%	Q3 2019	Q3 2022	9
Independent Portfolio Consultants, Inc.	7	2	0.02%	0.14%	0.26%	Q1 2015	Q2 2017	9
Camarda Financial Advisors, LLC	9	9	1.97%	4.18%	6.18%	Q1 2018	Q1 2020	9
FineMark National Bank & Trust	7	1	0.00%	0.05%	0.08%	Q2 2013	Q4 2016	9
Seneca House Advisors	9	9	0.71%	0.78%	0.91%	Q4 2017	Q4 2019	9
SRS Capital Advisors, Inc.	7	2	0.00%	0.00%	0.02%	Q3 2018	Q4 2020	9
Epstein & White Financial LLC	9	9	0.14%	0.43%	1.93%	Q4 2017	Q4 2019	9
OARSMAN CAPITAL, INC.	9	9	0.25%	0.50%	0.61%	Q2 2013	Q2 2015	9
BSW Wealth Partners	9	9	1.16%	2.04%	2.79%	Q2 2013	Q2 2015	9
Prism Advisors, Inc.	9	9	0.14%	0.30%	0.34%	Q4 2017	Q4 2019	9
MID CONTINENT CAPITAL LLC/IL	9	9	0.03%	0.04%	0.05%	Q2 2013	Q2 2015	9
NorthRock Partners, LLC	8	1	0.02%	0.19%	0.84%	Q3 2019	Q1 2022	9
HHG & Company, LLC	9	9	0.09%	0.11%	0.14%	Q1 2014	Q1 2016	9
Beacon Capital Management, Inc.	9	9	0.00%	0.00%	0.01%	Q3 2014	Q3 2016	9
Plante Moran Financial Advisors, LLC	5	1	0.00%	0.02%	0.07%	Q3 2016	Q3 2021	9
Castleview Partners, LLC	8	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	9
INVESTORS TRUST INC	9	9	1.04%	1.66%	3.12%	Q2 2013	Q2 2015	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	4.63%	9.08%	12.10%	Q4 2014	Q4 2016	9
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	9	9	0.03%	0.03%	0.04%	Q4 2017	Q4 2019	9
Carnick & Kubik, LLC	8	8	0.02%	1.53%	2.44%	Q4 2013	Q3 2015	8
Compagnie Lombard Odier SCmA	8	8	0.00%	0.00%	0.00%	Q1 2015	Q4 2016	8
Financial Gravity Asset Management, Inc.	5	3	0.00%	0.03%	0.08%	Q1 2018	Q1 2020	8
Avantax Planning Partners, Inc.	6	1	0.00%	0.17%	0.26%	Q1 2018	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Concord Wealth Partners	8	8	0.15%	0.19%	0.22%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.03%	0.05%	0.08%	Q4 2021	Q3 2023	8
BROWN ADVISORY INC	7	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2023	8
SALEM INVESTMENT COUNSELORS INC	6	2	0.00%	0.01%	0.05%	Q3 2016	Q3 2020	8
SIGNATUREFD, LLC	5	1	0.00%	0.01%	0.02%	Q3 2015	Q2 2021	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.34%	0.43%	0.56%	Q4 2021	Q3 2023	8
Regal Wealth Group, Inc.	5	3	0.00%	0.01%	0.03%	Q4 2015	Q2 2018	8
Accredited Investors Inc.	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
FINANCIAL ADVISORY PARTNERS, LLC	8	8	0.32%	0.36%	0.41%	Q4 2021	Q3 2023	8
CAMBRIDGE TRUST CO	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.00%	0.01%	0.05%	Q4 2021	Q3 2023	8
Cornerstone Financial Partners, LLC	8	8	1.42%	2.61%	3.75%	Q1 2016	Q4 2017	8
Relative Value Partners Group, LLC	5	3	0.02%	0.02%	0.02%	Q1 2021	Q1 2023	8
Avion Wealth	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Winthrop Partners - WNY, LLC	8	8	0.62%	1.10%	1.43%	Q4 2017	Q3 2019	8
Gunma Bank,Ltd.	6	1	0.67%	2.46%	4.55%	Q2 2021	Q3 2023	8
Cerity Partners LLC	8	8	0.00%	0.02%	0.07%	Q4 2021	Q3 2023	8
Peak Capital Management LLC	8	8	0.85%	1.20%	1.58%	Q2 2017	Q1 2019	8
SCHRODER INVESTMENT MANAGEMENT GROUP	8	8	0.00%	0.00%	0.00%	Q4 2014	Q3 2016	8
COLDSTREAM CAPITAL MANAGEMENT INC	8	8	0.04%	0.05%	0.06%	Q1 2016	Q4 2017	8
First Houston Capital, Inc.	8	8	0.37%	0.75%	1.14%	Q3 2013	Q2 2015	8
Golden State Wealth Management, LLC	3	1	0.04%	0.04%	0.07%	Q1 2019	Q4 2021	8
GREAT WEST LIFE ASSURANCE CO /CAN/	8	8	0.00%	0.00%	0.00%	Q3 2013	Q2 2015	8
MASSMUTUAL TRUST CO FSB/ADV	4	2	0.00%	0.00%	0.01%	Q3 2014	Q1 2022	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.04%	0.24%	0.53%	Q2 2013	Q1 2015	8
Strategic Blueprint, LLC	8	8	0.03%	0.07%	0.10%	Q4 2020	Q3 2022	8
STEEL GROVE CAPITAL ADVISORS, LLC	6	1	0.06%	0.54%	1.98%	Q2 2013	Q4 2018	8
Comprehensive Financial Consultants Institutional, Inc.	8	8	0.19%	0.25%	0.32%	Q4 2021	Q3 2023	8
Ranch Capital Advisors Inc.	8	8	0.02%	0.03%	0.03%	Q4 2019	Q3 2021	8
DB Wealth Management Group, LLC	8	8	0.02%	0.02%	0.03%	Q4 2020	Q3 2022	8
Realta Investment Advisors	4	2	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	8
Rise Advisors, LLC	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.01%	0.02%	0.05%	Q4 2021	Q3 2023	8
Lenox Wealth Management, Inc.	8	8	0.00%	0.00%	0.00%	Q4 2015	Q3 2017	8
Ascent Group, LLC	8	8	0.02%	0.04%	0.06%	Q4 2021	Q3 2023	8
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	8	8	1.92%	6.12%	8.74%	Q2 2013	Q1 2015	8
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	8	8	0.22%	0.28%	0.33%	Q4 2018	Q3 2020	8
Veritable, L.P.	8	8	0.01%	0.01%	0.01%	Q4 2012	Q3 2014	8
UMB Bank, n.a.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
United Asset Strategies, Inc.	5	1	0.05%	0.11%	0.22%	Q4 2015	Q4 2019	8
MANAGED ACCOUNT ADVISORS LLC	7	7	0.00%	0.01%	0.02%	Q4 2013	Q2 2015	7
First City Capital Management, Inc.	7	7	0.07%	0.08%	0.09%	Q1 2014	Q3 2015	7
Berkshire Bank	7	7	0.09%	0.22%	0.29%	Q1 2022	Q3 2023	7
Tower Research Capital LLC (TRC)	3	1	0.00%	0.00%	0.01%	Q3 2018	Q2 2023	7
Tyler-Stone Wealth Management	5	2	0.03%	0.03%	0.03%	Q4 2021	Q3 2023	7
Aureus Asset Management, LLC	7	7	0.19%	0.39%	0.70%	Q2 2013	Q4 2014	7
Prime Capital Investment Advisors, LLC	3	1	0.00%	0.17%	0.56%	Q4 2017	Q3 2023	7
ACG Wealth	6	1	0.03%	0.04%	0.08%	Q3 2015	Q4 2017	7
Aris Wealth Services, Inc.	7	7	1.70%	2.22%	3.74%	Q1 2014	Q3 2015	7
AMG National Trust Bank	6	1	0.01%	0.01%	0.02%	Q2 2020	Q3 2022	7
BELLEVUE ASSET MANAGEMENT, LLC	7	7	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	7
Ameritas Advisory Services, LLC	6	1	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	7
Royal Fund Management, LLC	7	7	0.00%	0.00%	0.00%	Q2 2017	Q4 2018	7
Fiduciary Trust Co International of Pennsylvania	2	1	0.10%	0.27%	0.49%	Q1 2017	Q1 2020	7
Versant Capital Management, Inc	7	7	0.01%	0.01%	0.02%	Q2 2022	Q4 2023	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
Thrive Capital Management, LLC	7	7	0.14%	0.79%	1.17%	Q1 2022	Q3 2023	7
MJP ASSOCIATES INC /ADV	7	7	0.06%	0.69%	1.17%	Q4 2020	Q2 2022	7
WRAPMANAGER INC	7	7	0.12%	0.15%	0.23%	Q2 2016	Q4 2017	7
Insight Wealth Strategies, LLC	7	7	0.09%	0.29%	0.44%	Q1 2019	Q3 2020	7
KCM INVESTMENT ADVISORS LLC	6	1	0.02%	0.17%	0.33%	Q2 2014	Q2 2022	7
Garrett Wealth Advisory Group, LLC	7	7	0.20%	0.57%	0.80%	Q4 2018	Q2 2020	7
Donoghue Forlines LLC	4	1	0.42%	0.61%	0.98%	Q3 2018	Q3 2021	7
HENGEHOLD CAPITAL MANAGEMENT LLC	7	7	0.19%	4.83%	6.89%	Q2 2013	Q4 2014	7
Independent Wealth Network Inc.	4	3	0.13%	0.15%	0.16%	Q4 2021	Q3 2023	7
NORTHCAPE WEALTH MANAGEMENT, LLC	4	3	0.20%	0.28%	0.38%	Q4 2021	Q3 2023	7
Stratos Wealth Advisors, LLC	5	2	0.00%	0.29%	0.78%	Q1 2020	Q4 2022	7
PEOPLES BANK /OH	5	2	0.11%	0.15%	0.26%	Q2 2021	Q2 2023	7
Ameritas Investment Company, LLC	4	3	0.01%	0.02%	0.06%	Q3 2019	Q3 2021	7
GHP Investment Advisors, Inc.	7	7	0.00%	0.38%	0.76%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.02%	0.03%	0.06%	Q1 2022	Q3 2023	7
EMERSON INVESTMENT MANAGEMENT, LLC	7	7	2.42%	2.76%	2.96%	Q2 2013	Q4 2014	7
COMERICA SECURITIES,INC.	6	1	0.01%	0.02%	0.04%	Q4 2019	Q4 2022	7
CONFLUENCE INVESTMENT MANAGEMENT LLC	7	7	0.00%	0.01%	0.01%	Q3 2016	Q1 2018	7
BLACKROCK ADVISORS LLC	7	7	0.00%	0.00%	0.00%	Q2 2014	Q4 2015	7
Spruce Investment Advisors LLC	7	7	0.28%	6.16%	13.07%	Q2 2016	Q4 2017	7
Stokes & Hubbell Capital Management, LLC	7	7	0.29%	0.39%	0.46%	Q3 2017	Q1 2019	7
LAKE STREET PRIVATE WEALTH, LLC	4	3	0.04%	0.06%	0.08%	Q4 2021	Q3 2023	7
Fort Point Capital Partners LLC	7	7	0.08%	0.22%	0.36%	Q1 2022	Q3 2023	7
MayTech Global Investments, LLC	7	7	0.40%	0.46%	0.55%	Q4 2020	Q2 2022	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.00%	0.01%	Q4 2020	Q4 2022	7
Vantage Investment Advisors, LLC	4	3	0.00%	0.01%	0.02%	Q3 2014	Q2 2016	7
Parisi Gray Wealth Management	6	1	0.03%	0.05%	0.06%	Q4 2017	Q2 2021	7
Avestar Capital, LLC	7	7	0.01%	0.01%	0.01%	Q4 2017	Q2 2019	7
Confluence Wealth Services, Inc.	7	7	0.04%	0.10%	0.21%	Q4 2021	Q2 2023	7
Placemark Investments, Inc.	7	7	0.01%	0.02%	0.03%	Q2 2013	Q4 2014	7
LANDAAS & CO /WI /ADV	4	1	0.04%	0.18%	0.30%	Q3 2017	Q3 2023	7
TUCKER ASSET MANAGEMENT LLC	6	1	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	7
Beacon Pointe Advisors, LLC	7	7	0.01%	0.02%	0.03%	Q1 2022	Q3 2023	7
BAR HARBOR TRUST SERVICES	7	7	0.12%	0.19%	0.23%	Q2 2015	Q4 2016	7
MONETARY MANAGEMENT GROUP INC	7	7	0.10%	0.17%	0.21%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.04%	0.07%	0.11%	Q1 2022	Q3 2023	7
Edmonds Duncan Registered Investment Advisors, LLC	7	7	0.68%	0.87%	1.12%	Q4 2015	Q2 2017	7
Interchange Capital Partners, LLC	7	7	0.01%	0.85%	1.34%	Q4 2020	Q2 2022	7
Integrated Wealth Management	6	1	0.00%	0.03%	0.08%	Q2 2015	Q1 2017	7
Squar Milner Financial Services LLC	5	2	0.02%	0.04%	0.05%	Q2 2018	Q1 2020	7
Bell Bank	6	1	0.71%	1.20%	1.52%	Q3 2013	Q2 2022	7
Savant Capital, LLC	6	1	0.01%	0.13%	0.85%	Q2 2013	Q3 2023	7
Operose Advisors LLC	7	7	0.20%	2.36%	4.47%	Q1 2022	Q3 2023	7
Dominick & Dominick LLC	7	7	0.26%	0.28%	0.31%	Q2 2013	Q4 2014	7
WISCONSIN CAPITAL MANAGEMENT LLC	7	7	0.31%	0.37%	0.40%	Q2 2013	Q4 2014	7
BDO Wealth Advisors, LLC	5	1	0.00%	0.12%	0.78%	Q2 2017	Q1 2021	7
Cobble Hill Financial Services, INC	7	7	0.87%	1.90%	2.69%	Q1 2013	Q3 2014	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.07%	0.13%	0.19%	Q2 2013	Q4 2014	7
Pinnacle Wealth Management Group, Inc.	4	3	0.16%	0.88%	2.27%	Q2 2021	Q3 2023	7
Clearwater Capital Advisors, LLC	7	7	0.88%	1.60%	1.80%	Q1 2021	Q3 2022	7
Benedetti & Gucer, Inc.	7	7	0.46%	0.54%	0.64%	Q1 2021	Q3 2022	7
CURIAN CAPITAL LLC	7	7	0.08%	0.25%	0.54%	Q2 2014	Q4 2015	7
Security National Bank	7	7	0.07%	0.10%	0.12%	Q1 2022	Q3 2023	7
Angeles Investment Advisors, LLC	5	1	0.04%	0.32%	0.50%	Q2 2020	Q3 2023	6
Neuberger Berman Group LLC	6	6	0.00%	0.00%	0.00%	Q3 2020	Q4 2021	6
Fusion Investment Group, LLC	6	6	0.04%	0.11%	0.19%	Q1 2014	Q2 2015	6
Cribstone Capital Management, LLC	6	6	0.00%	0.00%	0.00%	Q2 2016	Q3 2017	6
Venture Visionary Partners LLC	5	1	0.01%	0.02%	0.03%	Q4 2020	Q2 2022	6
Cambria Investment Management, L.P.	6	6	0.03%	0.04%	0.07%	Q3 2018	Q4 2019	6
Betterment LLC	6	6	0.00%	0.00%	0.00%	Q3 2018	Q4 2019	6
KESTRA PRIVATE WEALTH SERVICES, LLC	4	2	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	6
Aries Wealth Management	4	2	0.14%	0.19%	0.22%	Q4 2017	Q2 2019	6
CAPITAL ADVISORS INC/OK	6	6	0.02%	0.13%	0.16%	Q4 2016	Q1 2018	6
Graves Light Lenhart Wealth, Inc.	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
SECURITY NATIONAL TRUST CO	4	2	0.00%	0.03%	0.04%	Q3 2014	Q2 2016	6
TBH Global Asset Management, LLC	6	6	0.06%	0.08%	0.10%	Q4 2019	Q1 2021	6
Renaissance Technologies	3	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2023	6
PATTON ALBERTSON MILLER GROUP, LLC	6	6	0.07%	0.17%	0.26%	Q2 2022	Q3 2023	6
YorkBridge Wealth Partners, LLC	6	6	0.00%	0.00%	0.00%	Q4 2016	Q1 2018	6
Trek Financial, LLC	5	1	0.03%	0.04%	0.04%	Q4 2018	Q4 2020	6
PORTLAND INVESTMENT COUNSEL INC.	4	1	0.14%	0.23%	0.30%	Q2 2014	Q4 2017	6
Ken Stern & Associates, Inc.	6	6	0.10%	0.11%	0.12%	Q2 2017	Q3 2018	6
PRIVATE TRUST CO NA	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Avidian Wealth Solutions, LLC	5	1	0.11%	0.33%	1.22%	Q4 2014	Q3 2016	6
Tarbox Family Office, Inc.	6	6	0.10%	0.11%	0.12%	Q3 2020	Q4 2021	6
Townsend & Associates, Inc	4	2	0.02%	0.07%	0.15%	Q2 2018	Q3 2023	6
PARK AVENUE SECURITIES LLC	6	6	0.01%	0.03%	0.04%	Q2 2022	Q3 2023	6
United Capital Management of KS, Inc.	6	6	0.64%	0.67%	0.73%	Q3 2018	Q4 2019	6
TRUST DEPARTMENT MB FINANCIAL BANK N A	6	6	0.00%	0.00%	0.00%	Q4 2017	Q1 2019	6
1919 Investment Counsel, LLC	6	6	0.03%	0.04%	0.04%	Q2 2013	Q3 2014	6
Eagle Strategies LLC	4	2	0.09%	0.12%	0.17%	Q1 2022	Q3 2023	6
MV CAPITAL MANAGEMENT, INC.	6	6	0.04%	0.04%	0.05%	Q4 2018	Q1 2020	6
Oxinas Partners Wealth Management LLC	3	3	0.13%	0.50%	0.69%	Q4 2021	Q3 2023	6
First Personal Financial Services	6	6	0.03%	0.03%	0.04%	Q1 2019	Q2 2020	6
Edge Capital Group, LLC	6	6	0.06%	0.07%	0.08%	Q4 2018	Q1 2020	6
Formidable Asset Management, LLC	6	6	0.01%	0.01%	0.01%	Q3 2014	Q4 2015	6
Disciplined Investments, LLC	6	6	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	6
Financial Sense Advisors, Inc.	5	1	0.08%	5.77%	10.39%	Q1 2017	Q1 2022	6
AXXCESS WEALTH MANAGEMENT, LLC	6	6	0.02%	0.03%	0.06%	Q4 2021	Q1 2023	6
Concert Wealth Management Inc.	4	1	0.12%	0.33%	0.60%	Q2 2015	Q1 2017	6
CT Financial Advisors LLC	5	1	0.01%	0.01%	0.02%	Q1 2014	Q4 2015	6
Beacon Financial Advisory LLC	3	1	0.10%	0.13%	0.18%	Q4 2019	Q3 2023	6
TCTC Holdings, LLC	5	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	6
FOUNDERS BANK & TRUST	6	6	0.03%	0.04%	0.05%	Q2 2013	Q3 2014	6
Financial Avengers, Inc.	6	6	0.08%	0.15%	0.26%	Q1 2021	Q2 2022	6
GOFEN & GLOSSBERG LLC /IL/	5	1	0.01%	0.02%	0.02%	Q2 2013	Q4 2017	6
Argentus Capital Management, LLC	5	1	0.01%	0.11%	0.59%	Q3 2014	Q3 2016	6
WealthPlan Investment Management, LLC	5	1	0.06%	0.11%	0.16%	Q1 2022	Q3 2023	6
Baystate Wealth Management LLC	3	1	0.00%	0.04%	0.12%	Q3 2019	Q3 2021	6
Zions Bancorporation	6	6	0.00%	0.00%	0.01%	Q4 2016	Q1 2018	6
SHINE INVESTMENT ADVISORY SERVICES INC	5	1	0.00%	5.17%	7.77%	Q2 2014	Q2 2020	6
Geneva Partners, LLC	5	1	0.38%	0.56%	0.70%	Q2 2016	Q3 2018	6
JSF Financial, LLC	6	6	0.38%	0.51%	0.67%	Q4 2018	Q1 2020	6
Tranquility Partners, LLC	6	6	0.12%	0.14%	0.17%	Q1 2021	Q2 2022	6
Bison Wealth, LLC	3	1	0.01%	0.03%	0.12%	Q2 2015	Q1 2022	6
PRW Wealth Management LLC	4	1	0.15%	1.15%	2.64%	Q4 2019	Q3 2021	6
QUADRANT CAPITAL GROUP LLC	6	6	0.02%	0.02%	0.02%	Q2 2021	Q3 2022	6
QS Investors, LLC	4	2	0.00%	0.00%	0.00%	Q4 2014	Q1 2017	6
Sutton Wealth Advisors Inc.	6	6	0.03%	0.06%	0.09%	Q2 2022	Q3 2023	6
Bryn Mawr Capital Management, LLC	4	1	0.03%	0.12%	0.21%	Q2 2021	Q1 2023	5
Pinnacle Wealth Management Advisory Group, LLC	5	5	0.09%	0.14%	0.17%	Q3 2018	Q3 2019	5
Beta Wealth Group, Inc.	3	1	0.55%	1.49%	4.19%	Q4 2020	Q3 2023	5
CIBC Private Wealth Group, LLC	3	1	0.00%	0.00%	0.01%	Q4 2015	Q2 2022	5
Dana Investment Advisors, Inc.	5	5	0.01%	0.01%	0.01%	Q3 2017	Q3 2018	5
Capital Advisors Wealth Management, LLC	5	5	0.07%	0.11%	0.16%	Q1 2021	Q1 2022	5
Hoxton Financial, Inc.	5	5	0.03%	0.03%	0.06%	Q2 2013	Q2 2014	5
Elmwood Wealth Management, Inc.	2	1	0.01%	0.01%	0.01%	Q2 2020	Q4 2021	5
BANK OF HAWAII	5	5	0.05%	0.22%	0.32%	Q3 2022	Q3 2023	5
Hoover Financial Advisors, Inc.	5	5	0.01%	0.02%	0.02%	Q2 2020	Q2 2021	5
Selective Wealth Management, Inc.	5	5	0.00%	0.01%	0.01%	Q3 2021	Q3 2022	5
BARRETT & COMPANY, INC.	5	5	0.12%	0.13%	0.14%	Q3 2022	Q3 2023	5
Cardan Capital Partners, LLC	5	5	0.41%	0.43%	0.45%	Q4 2016	Q4 2017	5
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4	1	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	5
DERBY & COMPANY, INC	5	5	0.21%	0.22%	0.23%	Q3 2020	Q3 2021	5
F3Logic, LLC	4	1	0.10%	0.37%	0.55%	Q1 2018	Q3 2020	5
MBA Advisors LLC	5	5	0.21%	0.25%	0.28%	Q1 2021	Q1 2022	5
Gupta Wealth Management LLC	5	5	0.04%	0.08%	0.13%	Q1 2015	Q1 2016	5
CONSOLIDATED CAPITAL MANAGEMENT, LLC	5	5	0.15%	0.18%	0.20%	Q1 2018	Q1 2019	5
Foundations Investment Advisors, LLC	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
WILMINGTON TRUST CO	5	5	0.02%	0.08%	0.12%	Q2 2013	Q2 2014	5
CULLEN/FROST BANKERS, INC.	4	1	0.00%	0.00%	0.00%	Q1 2019	Q2 2020	5
KMS FINANCIAL SERVICES, INC	5	5	0.03%	0.04%	0.05%	Q3 2013	Q3 2014	5
TCF National Bank	3	2	0.04%	0.05%	0.06%	Q4 2019	Q1 2021	5
Quadrant Capital Management, LLC	5	5	0.17%	0.19%	0.20%	Q3 2017	Q3 2018	5
Strategic Capital Group LLC	5	5	0.04%	0.26%	0.60%	Q2 2013	Q2 2014	5
HBC Financial Services, PLLC	5	5	0.00%	0.00%	0.00%	Q3 2021	Q3 2022	5
WOODMONT INVESTMENT COUNSEL LLC	4	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2016	5
UNITED BANK	5	5	0.05%	0.06%	0.06%	Q4 2017	Q4 2018	5
Berkeley Capital Partners, LLC	5	5	0.08%	2.56%	3.42%	Q1 2021	Q1 2022	5
FIRST HORIZON CORP	4	1	0.01%	0.05%	0.19%	Q2 2013	Q2 2021	5
Sheaff Brock Investment Advisors, LLC	5	5	0.05%	0.06%	0.06%	Q4 2015	Q4 2016	5
S. R. Schill & Associates	4	1	1.82%	3.74%	6.33%	Q4 2014	Q4 2022	5
TNF LLC	4	1	0.09%	0.11%	0.12%	Q3 2021	Q4 2022	5
Luken Investment Analytics, LLC	4	1	0.00%	0.27%	0.57%	Q4 2020	Q3 2023	5
GREAT VALLEY ADVISOR GROUP, INC.	5	5	0.01%	0.03%	0.04%	Q1 2021	Q1 2022	5
High Net Worth Advisory Group LLC	5	5	0.07%	0.08%	0.08%	Q4 2021	Q4 2022	5
Cadence Bank	5	5	0.04%	0.04%	0.04%	Q3 2022	Q3 2023	5
Investmark Advisory Group LLC	5	5	0.33%	0.36%	0.42%	Q3 2022	Q3 2023	5
Global Trust Asset Management, LLC	4	1	0.00%	0.01%	0.01%	Q4 2017	Q1 2023	5
Colonial Trust Co / SC	5	5	0.00%	0.03%	0.07%	Q3 2022	Q3 2023	5
Waverly Advisors, LLC	2	1	0.01%	0.02%	0.02%	Q3 2013	Q4 2022	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.02%	0.04%	0.07%	Q4 2016	Q4 2017	5
All Season Financial Advisors, Inc.	4	1	1.16%	2.27%	3.41%	Q2 2021	Q3 2023	5
Sage Mountain Advisors LLC	5	5	0.07%	0.08%	0.10%	Q2 2021	Q2 2022	5
FSC Wealth Advisors, LLC	5	5	0.00%	0.01%	0.03%	Q4 2021	Q4 2022	5
Aptus Capital Advisors, LLC	3	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	5
Ancora Advisors LLC	2	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	5
Ausdal Financial Partners, Inc.	5	5	0.66%	0.71%	0.78%	Q4 2015	Q4 2016	5
FIL Ltd	5	5	0.00%	0.02%	0.03%	Q3 2014	Q3 2015	5
Clearstead Advisors, LLC	5	5	0.00%	0.02%	0.04%	Q3 2022	Q3 2023	5
BOS Asset Management, LLC	4	4	0.26%	0.30%	0.34%	Q4 2022	Q3 2023	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	1.96%	2.42%	2.68%	Q4 2017	Q3 2018	4
Moors & Cabot, Inc.	1	1	0.03%	0.04%	0.07%	Q2 2014	Q3 2019	4
Covestor Ltd	4	4	0.00%	0.00%	0.01%	Q1 2022	Q4 2022	4
StoneX Group Inc.	3	1	0.04%	0.04%	0.05%	Q2 2021	Q1 2023	4
Strategic Capital Alternatives LLC	3	1	0.02%	0.03%	0.04%	Q3 2014	Q3 2015	4
Beacon Bridge Wealth Partners, LLC	4	4	0.13%	0.16%	0.23%	Q4 2022	Q3 2023	4
Avior Wealth Management, LLC	3	1	0.00%	0.01%	0.01%	Q2 2020	Q3 2023	4
JONES FINANCIAL COMPANIES LLLP	2	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	4
White Lighthouse Investment Management Inc.	4	4	0.11%	0.29%	0.49%	Q4 2017	Q3 2018	4
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	4	4	0.00%	0.00%	0.00%	Q4 2013	Q3 2014	4
ICA Group Wealth Management, LLC	2	1	0.00%	0.02%	0.05%	Q1 2022	Q2 2023	4
Wealth Quarterback LLC	2	2	0.01%	0.06%	0.14%	Q4 2019	Q3 2021	4
Wagner Wealth Management, LLC	4	4	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	4
Family Management Corp	4	4	0.07%	0.09%	0.12%	Q2 2019	Q1 2020	4
Clark Capital Management Group, Inc.	4	4	0.08%	0.08%	0.08%	Q2 2013	Q1 2014	4
Kovitz Investment Group Partners, LLC	4	4	0.02%	0.02%	0.02%	Q1 2019	Q4 2019	4
ARROW FINANCIAL CORP	4	4	0.00%	0.00%	0.00%	Q2 2018	Q1 2019	4
Dentgroup LLC	4	4	0.48%	0.51%	0.54%	Q4 2022	Q3 2023	4
Csenge Advisory Group	4	4	0.04%	0.09%	0.12%	Q3 2019	Q2 2020	4
MONECO Advisors, LLC	3	1	0.15%	0.16%	0.16%	Q3 2019	Q3 2023	4
Fernwood Investment Management, LLC	4	4	0.11%	0.12%	0.14%	Q4 2017	Q3 2018	4
Meeder Advisory Services, Inc.	4	4	0.49%	0.55%	0.64%	Q4 2022	Q3 2023	4
Windsor Capital Management, LLC	3	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2015	4
Blue Fin Capital, Inc.	4	4	0.27%	0.30%	0.32%	Q4 2014	Q3 2015	4
Cypress Wealth Services, LLC	4	4	0.11%	0.12%	0.14%	Q4 2017	Q3 2018	4
U.S. Capital Wealth Advisors, LLC	4	4	0.01%	0.04%	0.05%	Q4 2022	Q3 2023	4
OVERSEA-CHINESE BANKING Corp Ltd	4	4	0.06%	0.08%	0.10%	Q4 2022	Q3 2023	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.48%	0.54%	0.60%	Q4 2020	Q3 2021	4
ST GERMAIN D J CO INC	3	1	0.00%	0.00%	0.01%	Q4 2022	Q4 2023	4
PDS Planning, Inc	4	4	0.11%	0.12%	0.12%	Q1 2019	Q4 2019	4
Apollon Wealth Management, LLC	3	1	0.01%	0.05%	0.09%	Q2 2020	Q3 2023	4
EATON VANCE MANAGEMENT	4	4	0.00%	0.00%	0.00%	Q1 2021	Q4 2021	4
WASHINGTON TRUST BANK	2	1	0.00%	0.01%	0.02%	Q2 2015	Q1 2019	4
Greenwich Wealth Management LLC	4	4	0.12%	0.15%	0.19%	Q1 2016	Q4 2016	4
Running Point Capital Advisors, LLC	4	4	0.10%	0.11%	0.12%	Q1 2022	Q4 2022	4
Destiny Wealth Partners, LLC	4	4	0.00%	0.00%	0.00%	Q1 2022	Q4 2022	4
New Republic Capital, LLC	4	4	0.35%	0.39%	0.42%	Q4 2022	Q3 2023	4
Private Portfolio Partners LLC	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
SAX WEALTH ADVISORS, LLC	4	4	0.05%	0.08%	0.10%	Q4 2020	Q3 2021	4
Tranquilli Financial Advisor LLC	4	4	0.39%	0.44%	0.48%	Q1 2022	Q4 2022	4
VALLEY NATIONAL ADVISERS INC	3	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2021	4
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3	1	0.02%	0.02%	0.03%	Q2 2022	Q2 2023	4
Signature Wealth Management Group	4	4	0.02%	0.02%	0.02%	Q4 2017	Q3 2018	4
Global Financial Private Capital, Inc	4	4	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	4
Alaska Wealth Advisors	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Better Money Decisions, LLC	3	1	0.06%	0.09%	0.12%	Q1 2021	Q2 2022	4
SG Select LLC	4	4	6.73%	8.40%	10.24%	Q2 2013	Q1 2014	4
KARLINSKI ANDREW C	4	4	0.01%	0.02%	0.02%	Q4 2021	Q3 2022	4
Sound Stewardship, LLC	4	4	1.11%	1.21%	1.37%	Q4 2022	Q3 2023	4
COLTON GROOME FINANCIAL ADVISORS, LLC	4	4	1.04%	1.38%	1.54%	Q1 2022	Q4 2022	4
NewSquare Capital LLC	4	4	0.00%	0.00%	0.02%	Q3 2014	Q2 2015	4
Farther Finance Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
Oliver Luxxe Assets LLC	4	4	1.23%	1.39%	1.54%	Q3 2017	Q2 2018	4
Western Wealth Management, LLC	3	1	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	4
Firestone Capital Management	4	4	0.03%	0.03%	0.04%	Q4 2020	Q3 2021	4
MYCIO WEALTH PARTNERS, LLC	3	1	0.00%	0.01%	0.01%	Q1 2015	Q4 2019	4
DEARBORN PARTNERS LLC	4	4	0.01%	0.01%	0.02%	Q4 2018	Q3 2019	4
Pasadena Private Wealth, LLC	4	4	0.20%	0.29%	0.37%	Q1 2019	Q4 2019	4
Southern Farm Bureau Life Insurance	4	4	0.76%	2.85%	8.99%	Q4 2022	Q3 2023	4
CoreCap Advisors, LLC	3	1	0.01%	0.02%	0.02%	Q4 2021	Q4 2022	4
FORTE ASSET MANAGEMENT LLC	4	4	2.51%	3.95%	5.84%	Q4 2022	Q3 2023	4
Morningstar Investment Services LLC	2	2	0.01%	0.01%	0.01%	Q4 2016	Q4 2017	4
Baltimore-Washington Financial Advisors, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2013	Q3 2014	4
Live Oak Investment Partners	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Integris Wealth Management, LLC	4	4	0.15%	0.17%	0.19%	Q4 2022	Q3 2023	4
TRUE Private Wealth Advisors	3	1	0.00%	0.04%	0.18%	Q2 2020	Q1 2023	4
Constellation Wealth Advisors, LLC	4	4	0.04%	0.04%	0.05%	Q4 2014	Q3 2015	4
Aspen Wealth Strategies, LLC	4	4	0.26%	0.29%	0.32%	Q4 2022	Q3 2023	4
Arcus Capital Partners, LLC	4	4	0.25%	0.30%	0.35%	Q3 2022	Q2 2023	4
USCA RIA LLC	4	4	0.06%	0.08%	0.10%	Q2 2015	Q1 2016	4
Farmers & Merchants Trust Co of Chambersburg PA	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
CHATHAM CAPITAL GROUP, INC.	4	4	0.70%	0.82%	1.01%	Q3 2014	Q2 2015	4
PagnatoKarp Partners LLC	4	4	0.08%	0.09%	0.09%	Q2 2019	Q1 2020	4
Kissinger Financial Services LLC	4	4	3.95%	4.08%	4.20%	Q3 2016	Q2 2017	4
Merriman Wealth Management, LLC	2	1	1.26%	2.17%	4.58%	Q2 2014	Q4 2019	4
GDS Wealth Management	4	4	3.41%	3.51%	3.62%	Q4 2022	Q3 2023	4
WESPAC Advisors SoCal, LLC	4	4	3.40%	3.72%	3.95%	Q4 2017	Q3 2018	4
UNIONVIEW, LLC	4	4	0.27%	0.44%	0.51%	Q4 2021	Q3 2022	4
FEDERATED HERMES, INC.	2	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2016	4
UNIQUE WEALTH, LLC	4	4	0.23%	0.25%	0.28%	Q4 2022	Q3 2023	4
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	4	4	0.65%	1.61%	4.24%	Q4 2020	Q3 2021	4
Pacific Edge Advisors, LLC	4	4	0.15%	0.26%	0.31%	Q1 2018	Q4 2018	4
Del-Sette Capital Management, LLC	4	4	0.40%	0.50%	0.58%	Q4 2021	Q3 2022	4
MORRIS FINANCIAL CONCEPTS, INC.	4	4	0.05%	0.06%	0.07%	Q4 2022	Q3 2023	4
Squarepoint Ops LLC	3	1	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	4
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	1	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	4
CYPRESS CAPITAL MANAGEMENT LLC	4	4	1.94%	2.12%	2.28%	Q2 2017	Q1 2018	4
Jaffetilchin Investment Partners, LLC	4	4	0.08%	0.08%	0.10%	Q4 2013	Q3 2014	4
PrairieView Partners, LLC	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Newport Wealth Strategies, Inc.	3	1	0.15%	0.31%	0.40%	Q4 2017	Q4 2019	4
FOUNDERS FINANCIAL SECURITIES LLC	4	4	0.42%	0.49%	0.57%	Q1 2022	Q4 2022	4
EVERMAY WEALTH MANAGEMENT LLC	4	4	0.23%	0.31%	0.45%	Q4 2013	Q3 2014	4
Forza Wealth Management, LLC	4	4	1.47%	1.54%	1.63%	Q4 2022	Q3 2023	4
H&H Retirement Design & Management INC	3	3	0.19%	0.21%	0.23%	Q2 2022	Q4 2022	3
Syverson Strege & Co	3	3	0.06%	0.06%	0.07%	Q2 2021	Q4 2021	3
Johnson & White Wealth Management, LLC	1	1	3.70%	4.22%	4.78%	Q3 2022	Q3 2023	3
MATHER GROUP, LLC.	2	1	0.01%	0.02%	0.02%	Q2 2019	Q3 2020	3
CEDAR HILL ASSOCIATES, LLC	3	3	0.04%	0.06%	0.06%	Q3 2017	Q1 2018	3
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	3	3	0.00%	0.01%	0.01%	Q3 2019	Q1 2020	3
Bluefin Trading, LLC	2	1	0.01%	0.11%	0.26%	Q2 2014	Q4 2015	3
DENVER INVESTMENT ADVISORS LLC	3	3	0.01%	0.01%	0.01%	Q3 2015	Q1 2016	3
Bartlett & Co. LLC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2021	3
ENTERPRISE FINANCIAL SERVICES CORP	2	1	0.00%	0.02%	0.05%	Q1 2019	Q3 2021	3
Ballew Advisors, Inc	3	3	0.03%	0.03%	0.04%	Q1 2018	Q3 2018	3
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	1	1	0.01%	0.05%	0.14%	Q1 2019	Q4 2022	3
Argent Trust Co	2	1	0.01%	0.01%	0.02%	Q2 2022	Q2 2023	3
Heritage Wealth Advisors	3	3	0.01%	0.01%	0.02%	Q1 2019	Q3 2019	3
Fifth Third Wealth Advisors LLC	3	3	0.09%	0.16%	0.29%	Q2 2023	Q4 2023	3
Financial Gravity Companies, Inc.	2	1	0.05%	0.07%	0.08%	Q4 2017	Q4 2018	3
FSA Wealth Management LLC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
Blue Granite Capital, LLC	3	3	0.09%	0.12%	0.13%	Q2 2017	Q4 2017	3
Tradewinds Capital Management, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
20/20 Capital Management, Inc.	3	3	0.34%	0.93%	1.26%	Q4 2020	Q2 2021	3
Mill Creek Capital Advisors, LLC	3	3	0.01%	0.01%	0.02%	Q4 2022	Q2 2023	3
Frontier Wealth Management LLC	3	3	0.02%	0.04%	0.09%	Q1 2020	Q3 2020	3
WealthTrust-Arizona, LLC	3	3	0.03%	0.04%	0.04%	Q1 2015	Q3 2015	3
PINNACLE FINANCIAL PARTNERS INC	3	3	0.02%	0.04%	0.06%	Q1 2018	Q3 2018	3
Bleakley Financial Group, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
LVW Advisors, LLC	3	3	0.76%	0.94%	1.16%	Q4 2014	Q2 2015	3
WOLFF WIESE MAGANA LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Tanglewood Wealth Management, Inc.	3	3	0.08%	0.10%	0.11%	Q4 2022	Q2 2023	3
BOSTON PRIVATE BANK & TRUST CO	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.11%	0.32%	0.43%	Q4 2021	Q2 2022	3
Connectus Wealth, LLC	2	1	0.11%	0.13%	0.16%	Q2 2022	Q3 2023	3
SWEENEY & MICHEL, LLC	3	3	0.11%	0.14%	0.20%	Q1 2023	Q3 2023	3
Counsel Portfolio Services Inc.	2	1	0.03%	0.04%	0.08%	Q3 2015	Q2 2016	3
PFG Investments, LLC	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
Intrua Financial, LLC	2	1	0.04%	0.31%	0.87%	Q2 2020	Q4 2021	3
SIMON QUICK ADVISORS, LLC	3	3	0.03%	0.04%	0.05%	Q1 2017	Q3 2017	3
Castle Rock Wealth Management, LLC	2	1	0.00%	0.30%	0.50%	Q2 2018	Q1 2019	3
Partnervest Advisory Services LLC	2	1	0.00%	0.05%	0.14%	Q1 2014	Q3 2015	3
Integrated Advisors Network LLC	3	3	0.01%	0.02%	0.02%	Q4 2021	Q2 2022	3
SUMMIT CAPITAL MANAGEMENT LLC	3	3	0.08%	0.48%	0.70%	Q2 2015	Q4 2015	3
Cape Investment Advisory, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
High Falls Advisors, Inc	3	3	0.00%	0.00%	0.00%	Q4 2015	Q2 2016	3
Advisors Capital Management, LLC	3	3	0.03%	0.03%	0.04%	Q4 2013	Q2 2014	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Sigma Investment Management Co	3	3	0.23%	0.25%	0.29%	Q2 2018	Q4 2018	3
LGT Financial Advisors LLC	2	1	0.07%	0.07%	0.08%	Q4 2022	Q3 2023	3
Capital Advisory Group Advisory Services, LLC	3	3	0.00%	0.00%	0.00%	Q3 2019	Q1 2020	3
FIRST FOUNDATION ADVISORS	3	3	0.05%	0.05%	0.05%	Q4 2014	Q2 2015	3
Hayden Royal, LLC	3	3	0.12%	0.13%	0.14%	Q1 2020	Q3 2020	3
Kaydan Wealth Management, Inc.	3	3	0.08%	0.11%	0.13%	Q4 2021	Q2 2022	3
D L CARLSON INVESTMENT GROUP INC	2	1	0.08%	0.08%	0.08%	Q2 2014	Q1 2015	3
GRAYHAWK INVESTMENT STRATEGIES INC.	2	1	0.55%	2.34%	5.90%	Q4 2022	Q3 2023	3
Arkadios Wealth Advisors	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
Flagship Private Wealth, LLC	3	3	0.03%	0.03%	0.03%	Q4 2020	Q2 2021	3
First Allied Asset Management, Inc.	3	3	0.03%	0.04%	0.04%	Q3 2014	Q1 2015	3
NewEdge Wealth, LLC	3	3	0.04%	0.04%	0.04%	Q4 2022	Q2 2023	3
OXFORD FINANCIAL GROUP, LTD. LLC	3	3	0.04%	0.07%	0.09%	Q3 2019	Q1 2020	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	3
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	3	3	1.86%	2.23%	2.60%	Q4 2021	Q2 2022	3
Econ Financial Services Corp	3	3	1.76%	2.14%	2.54%	Q1 2022	Q3 2022	3
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	3	3	0.39%	0.42%	0.46%	Q4 2022	Q2 2023	3
Homrich & Berg	2	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2018	3
HATTON CONSULTING, INC.	3	3	0.78%	0.81%	0.84%	Q1 2021	Q3 2021	3
Ahrens Investment Partners LLC	2	1	0.00%	0.03%	0.09%	Q3 2017	Q1 2022	3
Hochman Cole Investment Advisors, Inc.	3	3	0.20%	0.21%	0.23%	Q1 2018	Q3 2018	3
COMMUNITY BANK SYSTEM, INC.	3	3	0.02%	0.02%	0.02%	Q1 2014	Q3 2014	3
Horizon Family Wealth, Inc.	3	3	0.32%	0.32%	0.33%	Q1 2023	Q3 2023	3
Noble Family Wealth, LLC	3	3	0.12%	0.13%	0.13%	Q1 2023	Q3 2023	3
American Financial Network Advisory Services LLC	2	2	0.00%	0.00%	0.00%	Q3 2017	Q4 2017	2
Archford Capital Strategies, LLC	1	1	0.00%	0.01%	0.01%	Q4 2014	Q2 2019	2
COUNTRY TRUST BANK	1	1	0.00%	0.00%	0.00%	Q3 2014	Q1 2018	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Fortitude Advisory Group L.L.C.	2	2	0.02%	0.02%	0.03%	Q4 2021	Q1 2022	2
LEO BROKERAGE, LLC	2	2	0.03%	0.03%	0.04%	Q1 2023	Q2 2023	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.00%	0.02%	0.03%	Q2 2022	Q3 2022	2
SNS Financial Group, LLC	2	2	0.11%	0.13%	0.14%	Q3 2013	Q4 2013	2
Main Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	2
Family Asset Management, LLC	2	2	0.06%	0.21%	0.36%	Q4 2022	Q1 2023	2
Kalos Management, Inc.	1	1	0.00%	0.01%	0.01%	Q4 2015	Q1 2023	2
Tuttle Capital Management, LLC	1	1	0.63%	1.16%	1.70%	Q1 2016	Q1 2019	2
CAPE COD FIVE CENTS SAVINGS BANK	2	2	0.02%	0.03%	0.03%	Q4 2021	Q1 2022	2
Highland Private Wealth Management	1	1	0.05%	0.53%	1.02%	Q1 2018	Q2 2020	2
Pacifica Partners Inc.	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
BTS Asset Management, Inc.	2	2	0.23%	0.27%	0.31%	Q4 2022	Q1 2023	2
Eagle Bluffs Wealth Management LLC	1	1	0.27%	3.60%	6.94%	Q2 2022	Q3 2023	2
SMITH, MOORE & CO.	2	2	0.06%	0.06%	0.06%	Q2 2018	Q3 2018	2
Manchester Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q1 2019	2
GPS Wealth Strategies Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Oak Point Wealth Management	2	2	2.26%	2.51%	2.76%	Q4 2017	Q1 2018	2
Detwiler Fenton Investment Management LLC	2	2	0.26%	0.27%	0.29%	Q2 2013	Q3 2013	2
MCIA Inc	2	2	0.04%	0.04%	0.04%	Q2 2017	Q3 2017	2
TIAA, FSB	2	2	0.00%	0.00%	0.01%	Q1 2018	Q2 2018	2
Blue Sky Asset Management, LLC	2	2	0.15%	0.27%	0.40%	Q1 2017	Q2 2017	2
BECK CAPITAL MANAGEMENT, LLC	2	2	0.11%	0.12%	0.13%	Q4 2017	Q1 2018	2
Edge Advisors, LLC	2	2	0.06%	0.06%	0.06%	Q1 2018	Q2 2018	2
CLIENT 1ST ADVISORY GROUP, LLC	2	2	0.14%	0.15%	0.15%	Q4 2022	Q1 2023	2
Doyle Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	2
Granite Bay Wealth Management, LLC	1	1	0.01%	0.09%	0.18%	Q3 2022	Q3 2023	2
GQ Asset Management, LLC	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Lodestone Wealth Management LLC	2	2	0.30%	0.30%	0.31%	Q4 2022	Q1 2023	2
First Capital Advisors Group, LLC.	1	1	0.00%	0.02%	0.04%	Q1 2018	Q3 2022	2
CHOREO, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Nikulski Financial, Inc.	1	1	0.20%	0.21%	0.21%	Q3 2018	Q1 2019	2
Crosspoint Capital Strategies, LLC	2	2	0.16%	0.51%	0.85%	Q3 2015	Q4 2015	2
STRINGER ASSET MANAGEMENT, LLC	2	2	3.64%	3.76%	3.88%	Q2 2016	Q3 2016	2
TCWP LLC	2	2	0.04%	0.05%	0.06%	Q1 2022	Q2 2022	2
PANORAMIC INVESTMENT ADVISORS, LLC	1	1	0.25%	0.27%	0.29%	Q4 2022	Q3 2023	2
Activest Wealth Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	2
Trexquant Investment LP	1	1	0.01%	0.01%	0.02%	Q3 2020	Q1 2023	2
Cresset Asset Management, LLC	2	2	0.00%	0.01%	0.01%	Q4 2018	Q1 2019	2
SWM Advisors	2	2	0.16%	0.17%	0.18%	Q4 2021	Q1 2022	2
Nemes Rush Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
UG Investment Advisers Ltd.	2	2	0.69%	0.77%	0.85%	Q4 2022	Q1 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.11%	0.11%	0.11%	Q2 2023	Q3 2023	2
Auour Investments LLC	2	2	0.28%	0.29%	0.29%	Q2 2023	Q3 2023	2
Verity Asset Management, Inc.	2	2	0.27%	0.65%	1.03%	Q2 2017	Q3 2017	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.04%	0.04%	0.04%	Q2 2013	Q3 2013	2
FIDUCIARY SERVICES CORP/GA	2	2	0.07%	0.07%	0.08%	Q4 2014	Q1 2015	2
QUATTRO FINANCIAL ADVISORS LLC	2	2	0.14%	0.18%	0.22%	Q3 2017	Q4 2017	2
FLAGSTAR ADVISORS INC	1	1	0.00%	0.01%	0.01%	Q3 2021	Q3 2022	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.01%	0.01%	0.02%	Q4 2019	Q1 2020	2
SANDERS MORRIS HARRIS LLC	2	2	0.61%	0.71%	0.82%	Q1 2016	Q2 2016	2
BBVA USA	2	2	0.06%	0.06%	0.07%	Q2 2021	Q3 2021	2
HOEY INVESTMENTS, INC	2	2	0.01%	0.02%	0.02%	Q4 2019	Q1 2020	2
Perigon Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Simply Money Advisors	2	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2013	2
RELIANCE TRUST CO OF DELAWARE	2	2	1.17%	1.18%	1.19%	Q4 2018	Q1 2019	2
Vista Private Wealth Partners. LLC	2	2	0.14%	0.14%	0.14%	Q2 2021	Q3 2021	2
NEIRG Wealth Management, LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
FormulaFolio Investments, LLC	2	2	0.11%	0.11%	0.11%	Q1 2021	Q2 2021	2
VAUGHAN & Co SECURITIES, INC.	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
Core Wealth Advisors, Inc.	2	2	0.02%	0.02%	0.02%	Q4 2019	Q1 2020	2
CARY STREET PARTNERS ASSET MANAGEMENT LLC	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
AFT, FORSYTH & COMPANY, INC.	2	2	0.08%	0.08%	0.08%	Q2 2013	Q3 2013	2
Altus Wealth Group LLC	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
Horizon Investment Services, LLC	2	2	0.12%	0.12%	0.13%	Q4 2014	Q1 2015	2
Evercore Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2023	2
Watson Rebecca	1	1	0.01%	0.20%	0.39%	Q4 2019	Q2 2020	2
Atlantic Private Wealth, LLC	2	2	0.16%	0.16%	0.16%	Q2 2023	Q3 2023	2
Collaborative Wealth Managment Inc.	1	1	0.14%	0.14%	0.14%	Q1 2021	Q2 2022	2
Beck Bode, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.00%	0.01%	0.01%	Q4 2014	Q1 2015	2
Schoolcraft Capital LLC	2	2	0.13%	0.19%	0.24%	Q3 2019	Q4 2019	2
ATWOOD & PALMER INC	1	1	0.00%	0.01%	0.02%	Q2 2017	Q4 2020	2
MACQUARIE GROUP LTD	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
PATHSTONE FAMILY OFFICE, LLC	1	1	0.11%	0.18%	0.25%	Q2 2013	Q4 2013	2
Resurgent Financial Advisors LLC	2	2	0.02%	0.02%	0.03%	Q4 2022	Q1 2023	2
BNP PARIBAS FINANCIAL MARKETS	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	2
NWAM LLC	2	2	0.02%	0.03%	0.03%	Q4 2022	Q1 2023	2
Glassman Wealth Services	1	1	0.00%	0.00%	0.01%	Q1 2019	Q2 2023	2
Vestmark Advisory Solutions, Inc.	1	1	0.06%	0.08%	0.11%	Q1 2019	Q3 2019	2
WealthBridge Capital Management, LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
COURIER CAPITAL LLC	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
Bigelow Investment Advisors, LLC	1	1	0.15%	0.15%	0.15%	Q3 2018	Q3 2018	1
Beaumont Financial Partners, LLC	1	1	0.45%	0.45%	0.45%	Q3 2014	Q3 2014	1
AVIANCE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Gerber Kawasaki Wealth & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Retirement Planning Co of New England, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Regent Peak Wealth Advisors LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Zions Bancorporation, N.A.	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
ARES MANAGEMENT LLC	1	1	0.10%	0.10%	0.10%	Q2 2021	Q2 2021	1
PRINCIPAL FINANCIAL GROUP INC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
WASHINGTON TRUST Co	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
IFG Advisory, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Continuum Advisory, LLC	1	1	0.07%	0.07%	0.07%	Q2 2021	Q2 2021	1
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	1	1	0.14%	0.14%	0.14%	Q3 2018	Q3 2018	1
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
CXI Advisors	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
Meridian Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Claret Asset Management Corp	1	1	0.05%	0.05%	0.05%	Q1 2019	Q1 2019	1
Paradigm, Strategies in Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
DecisionPoint Financial, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
US FINANCIAL ADVISORS, LLC	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
Glovista Investments LLC	1	1	0.44%	0.44%	0.44%	Q2 2014	Q2 2014	1
FINANCIAL MANAGEMENT NETWORK INC	1	1	0.14%	0.14%	0.14%	Q3 2022	Q3 2022	1
Heritage Trust Co	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
FIRST NATIONAL TRUST CO	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
Rossmore Private Capital	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
ORG Partners LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
TFB Advisors LLC	1	1	0.21%	0.21%	0.21%	Q2 2023	Q2 2023	1
Hamilton Wealth, LLC	1	1	0.09%	0.09%	0.09%	Q1 2023	Q1 2023	1
Mirador Capital Partners LP	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
CWA Asset Management Group, LLC	1	1	0.09%	0.09%	0.09%	Q1 2020	Q1 2020	1
Western Asset Management Company, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Covington Capital Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
INVESTMENT PARTNERS, LTD.	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
Chemistry Wealth Management LLC	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
Granite Investment Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Adams Wealth Management	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
GIRARD PARTNERS LTD.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
CNB Bank	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
INSIGNEO ADVISORY SERVICES, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Crestwood Advisors Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Claro Advisors LLC	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
Oxler Private Wealth LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Key Bridge Compliance, LLC	1	1	3.16%	3.16%	3.16%	Q3 2023	Q3 2023	1
AlphaCore Capital LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Bluesphere Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q1 2022	Q1 2022	1
Blueprint Investment Partners LLC	1	1	0.23%	0.23%	0.23%	Q2 2023	Q2 2023	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Rice Partnership, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Rosenberg Matthew Hamilton	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Kowal Investment Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Sand Hill Global Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
MorganRosel Wealth Management, LLC	1	1	0.17%	0.17%	0.17%	Q2 2019	Q2 2019	1
Bellecapital International Ltd.	1	1	0.34%	0.34%	0.34%	Q1 2020	Q1 2020	1
Paloma Partners Management Co	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
PNC Managed Account Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Alera Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
SFG Wealth Management, LLC.	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
Gary Goldberg Planning Services Inc	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Elgethun Capital Management	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
Chevy Chase Trust Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
tru Independence LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Meridian Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
LIBRA WEALTH LLC	1	1	0.14%	0.14%	0.14%	Q3 2022	Q3 2022	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Oder Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Lenox Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
TWIN FOCUS CAPITAL PARTNERS, LLC	1	1	0.06%	0.06%	0.06%	Q3 2014	Q3 2014	1
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
Financial Insights, Inc.	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
JANUS HENDERSON INVESTORS US LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Gryphon Financial Partners LLC	1	1	0.93%	0.93%	0.93%	Q4 2018	Q4 2018	1
HC Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Burt Wealth Advisors	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
CENTRAL BANK & TRUST CO	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
Bremer Bank National Association	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Systelligence, LLC	1	1	1.75%	1.75%	1.75%	Q1 2020	Q1 2020	1
Daiwa Capital Markets America Inc.	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Verition Fund Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Ellevest, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Birchcreek Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Jackson Wealth Management, LLC	1	1	0.45%	0.45%	0.45%	Q4 2014	Q4 2014	1
Aurora Private Wealth, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
HERITAGE WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Stadion Money Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
Capstone Triton Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
SOCIETE GENERALE	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
MARSHALL & SULLIVAN INC /WA/	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Rothschild & Co Wealth Management UK Ltd	1	1	0.09%	0.09%	0.09%	Q1 2017	Q1 2017	1
Citizens Business Bank	1	1	0.05%	0.05%	0.05%	Q4 2015	Q4 2015	1
WEALTHFRONT Corp	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
GUARDIAN WEALTH ADVISORS, LLC / NC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
GENWORTH FINANCIAL INC	1	1	0.18%	0.18%	0.18%	Q2 2013	Q2 2013	1
CITY NATIONAL BANK	1	1	0.07%	0.07%	0.07%	Q2 2015	Q2 2015	1
OLD MISSION CAPITAL, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Strategic Financial Concepts, LLC	1	1	0.09%	0.09%	0.09%	Q1 2023	Q1 2023	1
Sandy Cove Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
CAHILL FINANCIAL ADVISORS INC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Kingfisher Capital LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Latitude Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Arlington Partners LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
TD Capital Management LLC	1	1	0.05%	0.05%	0.05%	Q1 2014	Q1 2014	1
Stone House Investment Management, LLC	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
Guild Investment Management, Inc.	1	1	2.00%	2.00%	2.00%	Q4 2012	Q4 2012	1
Jane Street Holding, LLC	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
Segment Wealth Management, LLC	1	1	0.90%	0.90%	0.90%	Q2 2015	Q2 2015	1
Blume Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Vigilant Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
INVENIO WEALTH PARTNERS LLC	1	1	4.91%	4.91%	4.91%	Q2 2023	Q2 2023	1
Asset Advisors Investment Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Berman Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Pinnacle Advisory Group, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
Altus Wealth Management, LLC	1	1	7.21%	7.21%	7.21%	Q4 2019	Q4 2019	1
HC FINANCIAL ADVISORS INC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Clearview Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Flaharty Asset Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2018	Q1 2018	1
Rockbridge Investment Management, LCC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
JFS WEALTH ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Missouri Trust & Investment Co	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Visionary Asset Management, Inc.	1	1	0.10%	0.10%	0.10%	Q3 2018	Q3 2018	1
Red Door Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Ferris Capital, LLC	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
CARDEROCK CAPITAL MANAGEMENT INC	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
ATTICUS WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
LOOMIS SAYLES & CO L P	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
SYNTAX RESEARCH, INC.	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
SAXON INTERESTS, INC.	1	1	0.43%	0.43%	0.43%	Q1 2023	Q1 2023	1
Stratford Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Peregrine Asset Advisers, Inc.	1	1	0.32%	0.32%	0.32%	Q3 2023	Q3 2023	1
Parcion Private Wealth LLC	1	1	0.07%	0.07%	0.07%	Q4 2019	Q4 2019	1
CERTUITY, LLC	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Intercontinental Wealth Advisors, LLC	1	1	0.30%	0.30%	0.30%	Q4 2015	Q4 2015	1
HRT FINANCIAL LP	1	1	0.54%	0.54%	0.54%	Q4 2016	Q4 2016	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
1832 Asset Management L.P.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
FNY Investment Advisers, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
AllSquare Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Baldrige Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Perkins Coie Trust Co	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
ROPES WEALTH ADVISORS LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Key FInancial Inc	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
TMD & ASSOCIATES, INC	1	1	0.26%	0.26%	0.26%	Q4 2015	Q4 2015	1
Y-Intercept (Hong Kong) Ltd	1	1	0.16%	0.16%	0.16%	Q3 2022	Q3 2022	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Price Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.16%	0.16%	0.16%	Q4 2018	Q4 2018	1
Prostatis Group LLC	1	1	0.71%	0.71%	0.71%	Q2 2023	Q2 2023	1
Claybrook Capital, LLC	1	1	0.21%	0.21%	0.21%	Q4 2018	Q4 2018	1
Forward Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
JANUS HENDERSON GROUP PLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
NEXT Financial Holdings	1	1	0.10%	0.10%	0.10%	Q1 2019	Q1 2019	1
Fiduciary Alliance LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
PURSUE WEALTH PARTNERS LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Avalon Investment & Advisory	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
PHILLIPS FINANCIAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
SFI Advisors, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
Hibernia Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Mandatum Life Insurance Co Ltd	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Independent Advisor Alliance	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
DFPG INVESTMENTS, LLC	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
Stearns Financial Services Group	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
PARSONS CAPITAL MANAGEMENT INC/RI	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
Goodwin Investment Advisory	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
HAP Trading, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
V Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q2 2017	Q2 2017	1
WealthOne, LLC	1	1	0.08%	0.08%	0.08%	Q4 2018	Q4 2018	1
Busey Bank	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
NorthCoast Asset Management LLC	1	1	0.45%	0.45%	0.45%	Q3 2018	Q3 2018	1
MBE Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2020	Q1 2020	1
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
KerberRose Wealth Management, LLC	1	1	0.34%	0.34%	0.34%	Q2 2022	Q2 2022	1
SFMG, LLC	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
BlackRock Group LTD	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Institute for Wealth Management, LLC.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
NBC SECURITIES, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Doman Group, LLC	1	1	0.31%	0.31%	0.31%	Q4 2021	Q4 2021	1
Coastwise Capital Group, LLC	1	1	0.26%	0.26%	0.26%	Q1 2022	Q1 2022	1
Envestnet Portfolio Solutions, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Concorde Asset Management, LLC	1	1	0.25%	0.25%	0.25%	Q4 2014	Q4 2014	1
Virtue Capital Management, LLC	1	1	0.07%	0.07%	0.07%	Q4 2017	Q4 2017	1
Walkner Condon Financial Advisors LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
GFS Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q1 2016	Q1 2016	1
KILEY JUERGENS WEALTH MANAGEMENT, LLC	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
Smart Money Group LLC	1	1	2.60%	2.60%	2.60%	Q1 2018	Q1 2018	1
United Community Bank	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
BOURGEON CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
KCS Wealth Advisory	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
CALTON & ASSOCIATES, INC.	1	1	0.04%	0.04%	0.04%	Q4 2017	Q4 2017	1
Loveless Wealth Management LLC	1	1	0.22%	0.22%	0.22%	Q4 2019	Q4 2019	1
KING LUTHER CAPITAL MANAGEMENT CORP	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Headlands Technologies LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Nachman Norwood & Parrott, Inc	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Truvestments Capital LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Valentine Capital Asset Management, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
Live Your Vision, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	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.