• NVO shareholders
• Shareholder history

Current and past NOVO-NORDISK A S 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	121
BARCLAYS PLC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	101
Walleye Trading LLC	42	42	0.00%	0.01%	0.11%	Q2 2013	Q3 2023	95
Citadel Advisors	30	6	0.00%	0.01%	0.02%	Q3 2014	Q3 2023	93
CITIGROUP INC	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	90
WOLVERINE TRADING, LLC	8	1	0.00%	0.00%	0.03%	Q3 2016	Q3 2023	66
JANE STREET GROUP, LLC	34	1	0.00%	0.01%	0.09%	Q1 2014	Q3 2023	66
Twin Tree Management, LP	7	2	0.00%	0.03%	0.21%	Q1 2013	Q3 2023	64
MILLENNIUM MANAGEMENT LLC	21	1	0.00%	0.03%	0.15%	Q2 2013	Q3 2023	59
HUNTINGTON NATIONAL BANK	59	59	0.01%	0.02%	0.07%	Q1 2009	Q3 2023	59
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.02%	0.08%	Q1 2012	Q3 2023	56
DONALDSON CAPITAL MANAGEMENT, LLC	55	55	0.09%	0.32%	0.58%	Q1 2010	Q3 2023	55
First Horizon Advisors, Inc.	47	47	0.00%	0.02%	0.06%	Q1 2012	Q3 2023	47
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	47
UBS Group AG	36	36	0.00%	0.01%	0.02%	Q4 2014	Q3 2023	46
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.08%	0.20%	Q2 2013	Q3 2023	46
HighTower Advisors, LLC	42	42	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	46
BANK OF MONTREAL /CAN/	39	2	0.00%	0.01%	0.09%	Q2 2013	Q3 2023	45
PALISADE CAPITAL MANAGEMENT, LP	44	44	0.09%	0.19%	0.61%	Q4 2012	Q3 2023	44
SOMERVILLE KURT F	44	44	0.16%	0.26%	0.56%	Q4 2012	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.01%	0.03%	Q4 2012	Q3 2023	44
PUZO MICHAEL J	44	44	0.12%	0.24%	0.42%	Q4 2012	Q3 2023	44
Norman Fields, Gottscho Capital Management, LLC	44	44	0.65%	1.53%	3.41%	Q1 2013	Q4 2023	44
GLENMEDE TRUST CO NA	43	43	0.04%	0.09%	0.22%	Q1 2013	Q3 2023	43
SMITHBRIDGE ASSET MANAGEMENT INC/DE	43	43	1.47%	1.98%	2.58%	Q1 2013	Q3 2023	43
BALDWIN BROTHERS LLC/MA	43	43	0.02%	0.11%	0.42%	Q2 2013	Q4 2023	43
BRYN MAWR TRUST Co	43	43	0.04%	0.06%	0.08%	Q1 2013	Q3 2023	43
Bank of New York Mellon Corp	43	43	0.00%	0.02%	0.05%	Q1 2013	Q3 2023	43
ROYAL BANK OF CANADA	42	42	0.01%	0.03%	0.09%	Q2 2013	Q3 2023	43
DEUTSCHE BANK AG\	41	41	0.00%	0.01%	0.04%	Q3 2013	Q3 2023	43
TORONTO DOMINION BANK	43	43	0.00%	0.00%	0.01%	Q1 2013	Q3 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.00%	0.01%	0.02%	Q1 2013	Q3 2023	43
SCOTIA CAPITAL INC.	42	42	0.04%	0.11%	0.27%	Q2 2013	Q3 2023	42
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.07%	0.10%	0.14%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.07%	0.13%	0.21%	Q2 2013	Q4 2023	42
DILLON & ASSOCIATES INC	42	42	1.76%	2.69%	4.95%	Q2 2013	Q3 2023	42
CHILTON CAPITAL MANAGEMENT LLC	42	42	0.03%	0.05%	0.10%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
BOSTON FINANCIAL MANGEMENT LLC	42	42	0.08%	0.44%	0.79%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.04%	0.13%	0.26%	Q2 2013	Q3 2023	42
EVERETT HARRIS & CO /CA/	42	42	3.49%	5.10%	9.27%	Q2 2013	Q3 2023	42
Gradient Investments LLC	42	42	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	42
Copeland Capital Management, LLC	42	42	0.00%	0.36%	1.92%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	42
HARBOUR INVESTMENT MANAGEMENT LLC	42	42	1.74%	2.56%	5.00%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.01%	0.04%	0.08%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	42	42	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	42
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	42	42	0.01%	0.30%	0.62%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.04%	0.16%	0.41%	Q2 2013	Q3 2023	42
DIMENSIONAL FUND ADVISORS LP	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
M&T BANK CORP	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
FRANKLIN RESOURCES INC	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
Clean Yield Group	42	42	0.52%	1.09%	1.79%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.20%	0.29%	0.44%	Q2 2013	Q3 2023	42
Garrison Asset Management, LLC	42	42	0.23%	0.38%	0.68%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.06%	0.11%	0.20%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.19%	0.71%	1.66%	Q2 2013	Q3 2023	42
Renaissance Technologies	42	42	0.74%	1.60%	2.68%	Q2 2013	Q3 2023	42
FIRST MANHATTAN CO. LLC.	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.02%	0.03%	0.06%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.02%	0.07%	0.15%	Q2 2013	Q3 2023	42
EAGLE GLOBAL ADVISORS LLC	42	42	0.14%	0.38%	0.75%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.19%	0.36%	0.67%	Q2 2013	Q3 2023	42
PRIO WEALTH LIMITED PARTNERSHIP	42	42	0.06%	0.12%	0.16%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.17%	0.29%	0.54%	Q2 2013	Q3 2023	42
Saratoga Research & Investment Management	42	42	2.72%	4.19%	6.35%	Q2 2013	Q3 2023	42
CLIFFORD SWAN INVESTMENT COUNSEL LLC	42	42	0.04%	0.57%	0.89%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.03%	0.25%	0.57%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.08%	0.35%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.07%	0.17%	0.39%	Q2 2013	Q3 2023	42
Reynders McVeigh Capital Management, LLC	42	42	0.21%	0.86%	3.06%	Q2 2013	Q3 2023	42
Haverford Trust Co	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
JARISLOWSKY, FRASER Ltd	42	42	0.03%	0.04%	0.08%	Q2 2013	Q3 2023	42
Fisher Asset Management, LLC	42	42	0.57%	0.97%	1.40%	Q2 2013	Q3 2023	42
KLINGENSTEIN FIELDS & CO LP	42	42	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.00%	0.09%	0.27%	Q2 2013	Q3 2023	42
VAN ECK ASSOCIATES CORP	42	42	0.03%	0.06%	0.15%	Q2 2013	Q3 2023	42
Hayek Kallen Investment Management	42	42	1.22%	1.76%	2.66%	Q2 2013	Q3 2023	42
WENDELL DAVID ASSOCIATES INC	42	42	0.33%	0.55%	0.92%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
FAIRFIELD, BUSH & CO.	42	42	0.04%	0.63%	1.56%	Q2 2013	Q3 2023	42
GUGGENHEIM CAPITAL LLC	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
TRILLIUM ASSET MANAGEMENT, LLC	42	42	0.02%	0.21%	0.86%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.00%	0.05%	0.49%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.01%	0.02%	0.08%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.02%	0.22%	0.70%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.03%	0.15%	Q2 2013	Q3 2023	42
MARIETTA INVESTMENT PARTNERS LLC	42	42	0.67%	2.13%	4.52%	Q2 2013	Q3 2023	42
PEAK6 Investments LLC	13	7	0.00%	0.02%	0.17%	Q3 2018	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.01%	0.09%	0.19%	Q2 2013	Q3 2023	42
Cutter & CO Brokerage, Inc.	42	42	0.77%	2.22%	7.76%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
Penobscot Investment Management Company, Inc.	42	42	0.14%	0.36%	0.71%	Q2 2013	Q3 2023	42
Invesco Ltd.	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.05%	0.11%	0.18%	Q2 2013	Q3 2023	42
WEBSTER BANK, N. A.	42	42	0.04%	0.17%	0.58%	Q2 2013	Q3 2023	42
Bath Savings Trust Co	42	42	0.06%	0.44%	1.25%	Q2 2013	Q3 2023	42
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	42	42	0.01%	0.89%	2.49%	Q2 2013	Q3 2023	42
STATE STREET CORP	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	42	42	0.16%	0.27%	0.48%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	1.26%	1.95%	2.77%	Q2 2013	Q3 2023	42
DIVIDEND ASSETS CAPITAL, LLC	42	42	0.62%	2.50%	4.34%	Q2 2013	Q3 2023	42
Markel Corporation	42	42	0.83%	1.30%	2.36%	Q2 2013	Q3 2023	42
Advisors Asset Management, Inc.	42	42	0.01%	0.03%	0.09%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.04%	0.08%	0.16%	Q2 2013	Q3 2023	42
GRANDFIELD & DODD, LLC	42	42	0.03%	0.05%	0.08%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.02%	0.59%	0.96%	Q2 2013	Q3 2023	42
ClearBridge Investments	42	42	0.01%	0.07%	0.21%	Q2 2013	Q3 2023	42
Saturna Capital CORP	42	42	1.04%	1.89%	3.42%	Q2 2013	Q3 2023	42
AlphaMark Advisors, LLC	42	42	0.04%	0.73%	2.85%	Q2 2013	Q3 2023	42
Baldwin Investment Management, LLC	42	42	0.10%	0.20%	0.36%	Q2 2013	Q3 2023	42
CAPITAL FUND MANAGEMENT S.A.	27	1	0.00%	0.06%	0.24%	Q2 2013	Q3 2023	42
Janney Montgomery Scott LLC	41	41	0.01%	0.04%	0.10%	Q3 2013	Q3 2023	41
JNBA Financial Advisors	21	20	0.01%	0.08%	0.16%	Q2 2013	Q3 2023	41
FDx Advisors, Inc.	22	19	0.01%	0.18%	0.55%	Q2 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.07%	0.16%	Q3 2013	Q3 2023	41
FAYEZ SAROFIM & CO	40	1	0.99%	1.60%	3.56%	Q2 2013	Q3 2023	41
JLB & ASSOCIATES INC	26	15	1.08%	1.89%	3.85%	Q2 2013	Q3 2023	41
Raub Brock Capital Management LP	32	9	0.05%	2.03%	5.21%	Q2 2013	Q3 2023	41
GUARDIAN CAPITAL ADVISORS LP	41	41	0.28%	0.81%	1.93%	Q3 2013	Q3 2023	41
Hikari Tsushin, Inc.	33	8	0.57%	1.72%	4.13%	Q2 2013	Q3 2023	41
GRIMES & COMPANY, INC.	29	12	0.03%	0.88%	2.21%	Q2 2013	Q3 2023	41
COMMERCE BANK	26	15	0.00%	0.01%	0.02%	Q1 2013	Q3 2023	41
DAVIS R M INC	41	41	0.01%	0.08%	0.40%	Q2 2013	Q2 2023	41
CABOT WEALTH MANAGEMENT INC	41	41	0.90%	1.44%	2.42%	Q3 2013	Q3 2023	41
BOKF, NA	32	9	0.01%	0.06%	0.12%	Q2 2013	Q3 2023	41
PEAK6 Group LLC	15	4	0.00%	0.01%	0.04%	Q2 2013	Q2 2018	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	41
COMERICA BANK	39	1	0.02%	0.06%	0.11%	Q2 2013	Q2 2023	40
Private Advisor Group, LLC	40	40	0.01%	0.04%	0.15%	Q4 2013	Q3 2023	40
BRADLEY FOSTER & SARGENT INC/CT	15	12	0.01%	0.06%	0.13%	Q2 2013	Q3 2023	40
Cubist Systematic Strategies, LLC	16	4	0.00%	0.03%	0.14%	Q2 2014	Q3 2023	40
Sustainable Growth Advisers, LP	37	3	0.01%	0.89%	2.48%	Q2 2013	Q3 2023	40
Checchi Capital Advisers, LLC	40	40	0.05%	0.12%	0.25%	Q4 2013	Q3 2023	40
Mirae Asset Global Investments Co., Ltd.	27	2	0.01%	0.05%	0.15%	Q4 2011	Q3 2023	40
MERIDIAN INVESTMENT COUNSEL INC.	40	40	0.28%	0.48%	0.85%	Q4 2013	Q3 2023	40
Van Cleef Asset Management,Inc	40	40	0.09%	0.14%	0.21%	Q2 2013	Q1 2023	40
Atria Investments, Inc	24	1	0.01%	0.09%	0.28%	Q3 2013	Q3 2023	39
BROWN ADVISORY INC	23	16	0.00%	0.01%	0.04%	Q4 2013	Q3 2023	39
FIRST TRUST ADVISORS LP	18	5	0.00%	0.03%	0.09%	Q3 2013	Q3 2023	39
BENJAMIN F. EDWARDS & COMPANY, INC.	39	39	0.00%	0.01%	0.03%	Q1 2014	Q3 2023	39
CIM, LLC	39	39	2.93%	3.92%	5.15%	Q2 2013	Q4 2022	39
GUARDIAN CAPITAL LP	15	2	0.00%	0.18%	0.73%	Q2 2013	Q3 2023	39
EagleClaw Capital Managment, LLC	39	39	0.71%	1.10%	1.62%	Q1 2014	Q3 2023	39
LOOMIS SAYLES & CO L P	39	39	0.50%	1.42%	2.31%	Q1 2014	Q3 2023	39
ENTERPRISE FINANCIAL SERVICES CORP	34	1	0.00%	0.03%	0.22%	Q2 2013	Q3 2023	39
Autus Asset Management, LLC	39	39	0.07%	1.07%	2.40%	Q2 2013	Q4 2022	39
Capital International Investors	39	39	0.02%	0.11%	0.28%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.01%	0.12%	0.28%	Q1 2014	Q3 2023	39
CIBC WORLD MARKET INC.	23	2	0.00%	0.03%	0.11%	Q2 2013	Q3 2023	39
Hikari Power Ltd	39	39	0.70%	2.05%	4.21%	Q1 2014	Q3 2023	39
NICHOLS & PRATT ADVISERS LLP /MA	39	39	0.32%	1.31%	3.50%	Q1 2014	Q3 2023	39
BLUESTEIN R H & CO LLC	38	38	0.03%	0.07%	0.11%	Q2 2013	Q3 2022	38
BNP PARIBAS FINANCIAL MARKETS	34	1	0.00%	0.00%	0.04%	Q2 2013	Q3 2023	38
American Research & Management Co.	38	38	0.26%	0.46%	0.70%	Q2 2013	Q3 2022	38
EATON VANCE MANAGEMENT	38	38	0.03%	0.18%	0.30%	Q2 2013	Q3 2022	38
BTR CAPITAL MANAGEMENT INC	38	38	0.06%	0.10%	0.16%	Q2 2013	Q3 2022	38
HSBC HOLDINGS PLC	37	37	0.00%	0.00%	0.06%	Q3 2014	Q3 2023	38
ROOSEVELT INVESTMENT GROUP LLC	28	9	0.02%	0.34%	1.63%	Q2 2013	Q3 2022	37
D. E. Shaw & Co., Inc.	8	2	0.00%	0.01%	0.08%	Q2 2013	Q3 2023	37
Bangor Savings Bank	26	11	0.05%	0.17%	0.39%	Q1 2014	Q3 2023	37
Hartford Financial Management Inc.	34	3	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	37
Parsec Financial Management, Inc.	37	37	0.02%	0.92%	1.62%	Q1 2014	Q1 2023	37
Neuberger Berman Group LLC	19	18	0.00%	0.00%	0.04%	Q2 2013	Q3 2023	37
HOWE & RUSLING INC	21	16	0.00%	0.01%	0.04%	Q2 2013	Q3 2022	37
Tortoise Investment Management, LLC	31	3	0.00%	0.00%	0.01%	Q4 2012	Q3 2023	37
RKL Wealth Management LLC	37	37	0.43%	1.69%	5.56%	Q3 2014	Q3 2023	37
VALLEY NATIONAL ADVISERS INC	36	36	0.01%	0.28%	0.77%	Q4 2014	Q3 2023	36
FOLKETRYGDFONDET	36	36	2.52%	10.84%	16.71%	Q4 2014	Q3 2023	36
Brookmont Capital Management	36	36	0.25%	2.11%	3.58%	Q4 2014	Q3 2023	36
Advisory Services Network, LLC	27	1	0.00%	0.03%	0.09%	Q4 2013	Q3 2023	36
Traynor Capital Management, Inc.	36	36	0.75%	1.45%	3.14%	Q4 2014	Q3 2023	36
SIGNATUREFD, LLC	27	1	0.00%	0.06%	0.17%	Q2 2014	Q3 2023	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.05%	0.10%	0.15%	Q2 2013	Q1 2022	36
SEI INVESTMENTS CO	36	36	0.00%	0.05%	0.23%	Q4 2014	Q3 2023	36
Lagoda Investment Management, L.P.	36	36	0.08%	3.52%	10.65%	Q4 2014	Q3 2023	36
AMERICAN NATIONAL INSURANCE CO	36	36	0.12%	0.17%	0.22%	Q2 2013	Q1 2022	36
CREDIT SUISSE AG/	16	4	0.00%	0.01%	0.04%	Q1 2013	Q1 2023	36
Penbrook Management LLC	24	12	4.55%	9.10%	21.14%	Q4 2013	Q3 2023	36
MUFG Americas Holdings Corp	24	1	0.00%	0.01%	0.05%	Q3 2011	Q3 2022	35
SCOUT INVESTMENTS, INC.	35	35	0.16%	0.65%	1.41%	Q2 2013	Q4 2021	35
WELCH & FORBES LLC	23	12	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	35
GEODE CAPITAL MANAGEMENT, LLC	35	35	0.00%	0.00%	0.00%	Q2 2013	Q4 2021	35
Ledyard National Bank	28	3	0.02%	0.35%	1.08%	Q2 2013	Q3 2023	35
Sandy Spring Bank	24	4	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	35
TDAM USA INC.	35	35	0.03%	0.05%	0.11%	Q2 2013	Q4 2021	35
NTV ASSET MANAGEMENT LLC	35	35	0.05%	0.10%	0.26%	Q1 2015	Q3 2023	35
Tower Research Capital LLC (TRC)	9	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	35
ROPES WEALTH ADVISORS LLC	35	35	0.01%	0.08%	0.16%	Q1 2015	Q3 2023	35
Mariner, LLC	33	2	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	35
Raymond James Financial Services Advisors, Inc.	34	1	0.02%	0.06%	0.34%	Q2 2013	Q3 2023	35
Financial Architects, Inc	25	1	0.00%	0.06%	0.16%	Q3 2013	Q2 2023	35
PITTENGER & ANDERSON INC	20	14	0.16%	0.26%	0.42%	Q2 2013	Q3 2023	34
Keel Point, LLC	21	13	0.02%	0.07%	0.17%	Q1 2015	Q3 2023	34
Carroll Financial Associates, Inc.	34	34	0.00%	0.02%	0.07%	Q3 2013	Q4 2021	34
Anchor Investment Management, LLC	32	32	0.00%	0.13%	0.21%	Q1 2016	Q4 2023	34
GUYASUTA INVESTMENT ADVISORS INC	34	34	0.03%	0.05%	0.09%	Q2 2015	Q3 2023	34
Perkins Coie Trust Co	34	34	0.11%	0.20%	0.39%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.02%	0.18%	0.35%	Q2 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.02%	0.13%	0.30%	Q2 2015	Q3 2023	34
GREENLEAF TRUST	26	8	0.01%	0.03%	0.07%	Q1 2014	Q3 2023	34
CIBC Asset Management Inc	20	14	0.00%	0.03%	0.09%	Q2 2013	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.05%	0.08%	0.12%	Q2 2013	Q3 2021	34
JENNISON ASSOCIATES LLC	19	14	0.02%	0.72%	1.81%	Q2 2013	Q3 2023	33
Parkside Financial Bank & Trust	33	33	0.01%	0.01%	0.03%	Q3 2015	Q3 2023	33
Tradewinds Capital Management, LLC	32	1	0.00%	0.02%	0.15%	Q2 2015	Q3 2023	33
Hilltop Holdings Inc.	27	2	0.04%	0.13%	0.33%	Q2 2013	Q4 2021	33
ADVISOR PARTNERS LLC	20	2	0.06%	0.15%	0.26%	Q2 2013	Q2 2022	33
Cowen Prime Services LLC	33	33	0.05%	0.08%	0.12%	Q2 2013	Q2 2021	33
NORRIS PERNE & FRENCH LLP/MI	33	33	0.09%	0.42%	1.08%	Q2 2013	Q2 2021	33
Glassman Wealth Services	31	1	0.01%	0.04%	0.09%	Q4 2014	Q3 2023	32
MACQUARIE GROUP LTD	18	14	0.00%	0.22%	0.94%	Q2 2013	Q3 2023	32
CIBC Private Wealth Group, LLC	13	2	0.00%	0.01%	0.03%	Q1 2014	Q3 2023	32
Boston Common Asset Management, LLC	27	5	0.01%	0.57%	1.18%	Q2 2013	Q3 2023	32
People's United Financial, Inc.	22	10	0.00%	0.04%	0.11%	Q2 2013	Q1 2022	32
PRIVATE TRUST CO NA	16	8	0.02%	0.11%	0.35%	Q1 2013	Q3 2023	32
ST GERMAIN D J CO INC	29	3	0.02%	0.82%	1.24%	Q4 2015	Q4 2023	32
TWO SIGMA INVESTMENTS, LP	17	1	0.00%	0.07%	0.22%	Q2 2013	Q3 2023	32
TWO SIGMA SECURITIES, LLC	4	1	0.00%	0.02%	0.14%	Q4 2016	Q3 2023	31
Aperio Group, LLC	31	31	0.14%	0.30%	0.44%	Q2 2013	Q4 2020	31
Kemper Corp Master Retirement Trust	31	31	0.78%	1.84%	2.87%	Q2 2013	Q4 2020	31
BTC Capital Management, Inc.	26	5	0.04%	0.11%	0.20%	Q3 2015	Q3 2023	31
Freestone Capital Holdings, LLC	28	3	0.04%	0.26%	0.79%	Q4 2015	Q3 2023	31
TD ASSET MANAGEMENT INC	28	3	0.00%	0.01%	0.10%	Q2 2013	Q3 2023	31
Avalon Investment & Advisory	25	2	0.02%	0.26%	0.66%	Q2 2013	Q1 2023	31
Broderick Brian C	31	31	0.08%	0.12%	0.20%	Q1 2016	Q3 2023	31
Caprock Group, LLC	31	31	0.15%	0.22%	0.29%	Q1 2016	Q3 2023	31
FIDUCIARY TRUST CO	31	31	0.19%	0.28%	0.64%	Q1 2016	Q3 2023	31
WEDBUSH SECURITIES INC	26	1	0.02%	0.20%	0.39%	Q2 2014	Q3 2023	31
IFP Advisors, Inc	17	14	0.00%	0.01%	0.05%	Q4 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.00%	0.02%	0.07%	Q1 2016	Q3 2023	31
Freedom Investment Management, Inc.	28	1	0.02%	0.05%	0.26%	Q1 2014	Q3 2023	31
Balentine LLC	14	5	0.00%	0.04%	0.21%	Q1 2015	Q3 2023	31
EXANE DERIVATIVES	30	30	0.00%	0.00%	0.01%	Q1 2015	Q2 2022	30
NorthCoast Asset Management LLC	14	3	0.07%	0.28%	0.78%	Q2 2013	Q3 2021	30
MITCHELL CAPITAL MANAGEMENT CO	15	15	0.12%	1.55%	3.85%	Q2 2013	Q3 2023	30
TRUST CO OF OKLAHOMA	12	1	0.08%	0.13%	0.16%	Q1 2015	Q3 2023	30
Cornerstone Advisors, Inc.	30	30	0.01%	0.13%	0.47%	Q2 2013	Q3 2020	30
RMB Capital Management, LLC	24	6	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	30
FineMark National Bank & Trust	15	5	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	30
Veritable, L.P.	16	1	0.01%	0.02%	0.03%	Q4 2012	Q2 2023	30
SALEM INVESTMENT COUNSELORS INC	18	12	0.00%	0.03%	0.09%	Q1 2014	Q3 2023	30
TEXAS CAPITAL BANCSHARES INC/TX	15	5	0.15%	0.40%	0.85%	Q1 2014	Q3 2023	30
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	18	1	0.00%	0.06%	0.27%	Q2 2013	Q3 2023	30
Linscomb & Williams, Inc.	16	14	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	30
ETRADE Capital Management LLC	30	30	0.01%	0.08%	0.16%	Q2 2013	Q3 2020	30
Sunbelt Securities, Inc.	30	30	0.10%	0.34%	1.29%	Q2 2016	Q3 2023	30
BlackRock Inc.	30	30	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	30
EDMOND DE ROTHSCHILD HOLDING S.A.	30	30	0.00%	0.02%	0.08%	Q2 2015	Q3 2022	30
Gratus Capital, LLC	30	30	0.11%	0.21%	0.32%	Q2 2016	Q3 2023	30
Oakworth Capital, Inc.	24	1	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	29
Ballentine Partners, LLC	26	1	0.01%	0.02%	0.04%	Q1 2016	Q3 2023	29
WMS Partners, LLC	22	7	0.02%	0.07%	0.14%	Q2 2013	Q3 2023	29
NEW YORK STATE COMMON RETIREMENT FUND	18	11	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	29
Dynamic Advisor Solutions LLC	21	4	0.02%	0.19%	0.63%	Q4 2013	Q3 2023	29
1832 Asset Management L.P.	18	2	0.00%	0.03%	0.25%	Q3 2013	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.63%	0.99%	1.37%	Q4 2013	Q4 2020	29
First Allied Advisory Services, Inc.	29	29	0.01%	0.04%	0.07%	Q3 2013	Q3 2020	29
Tekla Capital Management LLC	26	3	0.11%	0.44%	0.78%	Q3 2015	Q2 2023	29
Sargent Bickham Lagudis LLC	28	28	0.01%	0.06%	0.55%	Q1 2016	Q4 2022	28
Fiduciary Trust Co International of Pennsylvania	28	28	0.01%	0.03%	0.06%	Q2 2013	Q1 2020	28
Round Hill Asset Management	28	28	1.02%	2.13%	3.95%	Q4 2016	Q3 2023	28
Simplicity Solutions, LLC	13	4	0.01%	0.18%	0.47%	Q3 2015	Q3 2023	28
HUTCHINSON CAPITAL MANAGEMENT/CA	28	28	2.42%	3.92%	7.03%	Q4 2016	Q3 2023	28
TWO SIGMA ADVISERS, LP	16	1	0.00%	0.07%	0.40%	Q3 2013	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.03%	0.12%	0.30%	Q4 2016	Q3 2023	28
Johnson Financial Group, Inc.	12	3	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	28
Roble, Belko & Company, Inc	28	28	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	28
CPWM, LLC	28	28	0.04%	0.15%	0.29%	Q4 2015	Q3 2022	28
COBBLESTONE CAPITAL ADVISORS LLC /NY/	19	9	0.02%	0.49%	1.38%	Q2 2013	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.14%	0.24%	0.60%	Q4 2016	Q3 2023	28
Cardinal Capital Management	28	28	0.34%	0.70%	1.26%	Q4 2016	Q3 2023	28
TCI Wealth Advisors, Inc.	14	1	0.00%	0.01%	0.04%	Q4 2012	Q1 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.02%	0.06%	0.19%	Q4 2016	Q3 2023	28
World Asset Management Inc	28	28	0.05%	0.16%	0.26%	Q2 2013	Q1 2020	28
Close Asset Management Ltd	28	28	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	28
QCI ASSET MANAGEMENT INC/NY	28	28	0.00%	0.00%	0.00%	Q2 2013	Q1 2020	28
Parallel Advisors, LLC	28	28	0.01%	0.05%	0.12%	Q4 2016	Q3 2023	28
Kistler-Tiffany Companies, LLC	15	13	0.00%	0.00%	0.02%	Q2 2013	Q2 2023	28
Avior Wealth Management, LLC	28	28	0.00%	0.10%	0.24%	Q4 2016	Q3 2023	28
CWM, LLC	16	1	0.00%	0.05%	0.09%	Q3 2013	Q3 2023	28
Russell Investments Group, Ltd.	28	28	0.02%	0.04%	0.06%	Q4 2016	Q3 2023	28
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.01%	0.02%	0.05%	Q2 2013	Q4 2019	27
Plante Moran Financial Advisors, LLC	11	2	0.00%	0.01%	0.10%	Q3 2013	Q3 2023	27
LAZARD ASSET MANAGEMENT LLC	21	6	0.00%	0.13%	0.37%	Q2 2013	Q3 2023	27
BFSG, LLC	27	27	0.25%	0.56%	0.92%	Q1 2017	Q3 2023	27
Douglas Lane & Associates, LLC	20	7	0.00%	0.05%	0.44%	Q1 2016	Q3 2023	27
NORTH AMERICAN MANAGEMENT CORP	22	5	0.03%	0.46%	1.49%	Q2 2013	Q1 2020	27
Global Retirement Partners, LLC	20	7	0.01%	0.02%	0.05%	Q4 2016	Q3 2023	27
GW HENSSLER & ASSOCIATES LTD	19	8	0.04%	0.72%	2.28%	Q4 2016	Q3 2023	27
MML INVESTORS SERVICES, LLC	27	27	0.01%	0.04%	0.12%	Q1 2017	Q3 2023	27
CULLINAN ASSOCIATES INC	25	2	0.02%	0.03%	0.07%	Q1 2016	Q3 2023	27
OPPENHEIMER ASSET MANAGEMENT INC.	27	27	0.04%	0.28%	0.55%	Q1 2017	Q3 2023	27
FEDERATED HERMES, INC.	17	10	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	27
BBVA USA Bancshares, Inc.	27	27	0.07%	0.35%	0.51%	Q3 2014	Q1 2021	27
COMMERZBANK AKTIENGESELLSCHAFT /FI	27	27	0.01%	0.06%	0.15%	Q2 2013	Q4 2019	27
NEXT Financial Group, Inc	13	6	0.00%	0.04%	0.12%	Q3 2014	Q4 2021	26
Kidder Stephen W	14	1	0.06%	0.12%	0.22%	Q4 2012	Q3 2023	26
Hexavest Inc.	26	26	0.00%	0.00%	0.00%	Q2 2013	Q3 2019	26
BANK HAPOALIM BM	26	26	0.04%	0.15%	0.27%	Q2 2017	Q3 2023	26
Willingdon Wealth Management	26	26	0.61%	1.30%	2.75%	Q4 2013	Q1 2020	26
HARTWELL J M LIMITED PARTNERSHIP	26	26	0.08%	0.11%	0.16%	Q2 2013	Q3 2019	26
BB&T SECURITIES, LLC	26	26	0.04%	0.10%	0.20%	Q2 2013	Q3 2019	26
Crossmark Global Holdings, Inc.	25	1	0.03%	0.08%	0.15%	Q3 2016	Q3 2023	26
JANUS HENDERSON GROUP PLC	26	26	0.01%	0.01%	0.08%	Q2 2017	Q3 2023	26
COLONY GROUP LLC	16	1	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	26
SCHNIEDERS CAPITAL MANAGEMENT LLC	26	26	0.09%	0.14%	0.29%	Q2 2017	Q3 2023	26
Boston Trust Walden Corp	24	2	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	26
Cutler Group LLC / CA	8	1	0.00%	0.00%	0.03%	Q4 2015	Q3 2022	26
Roundview Capital LLC	26	26	0.16%	0.25%	0.46%	Q2 2017	Q3 2023	26
Motley Fool Wealth Management, LLC	26	26	0.44%	0.65%	1.03%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.00%	0.03%	0.05%	Q2 2013	Q3 2019	26
HOLDERNESS INVESTMENTS CO	26	26	0.10%	0.16%	0.43%	Q2 2017	Q3 2023	26
Renaissance Investment Group LLC	12	1	0.05%	0.10%	0.14%	Q4 2013	Q3 2023	26
ALLIANCEBERNSTEIN L.P.	21	1	0.00%	0.02%	0.10%	Q2 2013	Q3 2023	26
Westside Investment Management, Inc.	15	1	0.00%	0.08%	0.27%	Q4 2016	Q3 2023	25
OmniStar Financial Group, Inc.	24	24	0.22%	1.48%	3.77%	Q4 2017	Q3 2023	25
Van Hulzen Asset Management, LLC	22	3	0.38%	0.49%	0.63%	Q2 2017	Q3 2023	25
HOWLAND CAPITAL MANAGEMENT LLC	9	7	0.01%	0.02%	0.05%	Q1 2015	Q3 2023	25
TIAA, FSB	25	25	0.00%	0.01%	0.01%	Q2 2017	Q2 2023	25
Voya Financial Advisors, Inc.	25	25	0.02%	0.04%	0.08%	Q1 2015	Q1 2021	25
SRS Capital Advisors, Inc.	9	7	0.00%	0.03%	0.12%	Q4 2016	Q3 2023	25
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	17	4	0.01%	0.02%	0.03%	Q3 2015	Q3 2023	25
Venturi Wealth Management, LLC	20	5	0.03%	0.10%	0.19%	Q2 2017	Q3 2023	25
Essex Financial Services, Inc.	15	1	0.02%	0.10%	0.17%	Q2 2013	Q3 2023	25
CARDEROCK CAPITAL MANAGEMENT INC	24	1	0.03%	1.78%	3.76%	Q2 2013	Q3 2021	25
COBIZ WEALTH, LLC	25	25	0.06%	0.68%	1.43%	Q2 2013	Q2 2019	25
ALTA CAPITAL MANAGEMENT LLC/	25	25	0.02%	2.79%	4.36%	Q2 2013	Q2 2019	25
Cascade Investment Advisors, Inc.	23	1	0.01%	0.01%	0.03%	Q2 2016	Q1 2023	25
Harrington Investments, INC	25	25	0.78%	1.20%	2.16%	Q3 2017	Q3 2023	25
Hillsdale Investment Management Inc.	22	3	0.00%	0.02%	0.10%	Q2 2013	Q4 2020	25
Dorsey & Whitney Trust CO LLC	24	1	0.04%	0.10%	0.24%	Q2 2016	Q3 2023	25
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	25	25	0.00%	0.00%	0.04%	Q3 2017	Q3 2023	25
MOODY NATIONAL BANK TRUST DIVISION	16	9	0.01%	0.06%	0.13%	Q1 2014	Q2 2022	25
FINANCIAL COUNSELORS INC	11	3	0.01%	0.03%	0.14%	Q2 2013	Q3 2023	25
Banco Santander, S.A.	21	3	0.01%	0.05%	0.13%	Q4 2016	Q3 2023	24
TIRSCHWELL & LOEWY INC	24	24	2.25%	3.01%	4.07%	Q2 2013	Q1 2019	24
Claret Asset Management Corp	24	24	0.05%	0.09%	0.14%	Q4 2017	Q3 2023	24
WCM INVESTMENT MANAGEMENT, LLC	16	8	0.00%	3.79%	9.32%	Q1 2013	Q3 2023	24
Clark Capital Management Group, Inc.	12	2	0.00%	0.18%	0.54%	Q2 2013	Q3 2023	24
Valeo Financial Advisors, LLC	15	9	0.00%	0.02%	0.10%	Q3 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.03%	0.06%	Q4 2017	Q3 2023	24
Arlington Partners LLC	24	24	0.18%	0.87%	1.38%	Q4 2017	Q3 2023	24
Keeler Thomas Management LLC	24	24	0.28%	1.41%	4.30%	Q4 2017	Q3 2023	24
Lester Murray Antman dba SimplyRich	24	24	1.11%	1.70%	3.82%	Q4 2017	Q3 2023	24
Jefferies Group LLC	9	1	0.00%	0.02%	0.17%	Q2 2013	Q4 2019	24
MARCO INVESTMENT MANAGEMENT LLC	16	1	0.03%	0.05%	0.07%	Q2 2015	Q3 2023	24
Delaney Dennis R	19	5	0.64%	0.98%	1.63%	Q4 2015	Q3 2023	24
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	14	1	0.00%	0.27%	0.79%	Q1 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.02%	0.02%	0.04%	Q4 2017	Q3 2023	24
RWA WEALTH PARTNERS, LLC	23	1	0.03%	0.06%	0.09%	Q3 2017	Q3 2023	24
Banco de Sabadell, S.A	24	24	0.08%	0.75%	1.64%	Q4 2017	Q3 2023	24
KCS Wealth Advisory	24	24	0.16%	0.75%	1.59%	Q4 2017	Q3 2023	24
RELIANCE TRUST CO OF DELAWARE	24	24	0.08%	0.15%	0.26%	Q2 2013	Q1 2019	24
SCHRODER INVESTMENT MANAGEMENT GROUP	10	2	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	24
PRINCETON CAPITAL MANAGEMENT LLC	24	24	0.78%	1.17%	1.91%	Q4 2017	Q3 2023	24
STEPHENS INC /AR/	21	3	0.02%	0.06%	0.12%	Q4 2016	Q3 2023	24
Fayerweather Charles	22	1	0.57%	0.87%	1.34%	Q4 2012	Q2 2020	24
NORTH STAR ASSET MANAGEMENT INC	24	24	0.05%	0.10%	0.19%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.48%	0.65%	1.13%	Q4 2017	Q3 2023	24
CONGRESS ASSET MANAGEMENT CO /MA	24	24	0.00%	0.05%	0.14%	Q2 2013	Q1 2019	24
First National Bank of Hutchinson	14	10	0.12%	0.34%	0.66%	Q2 2013	Q3 2023	24
Ativo Capital Management LLC	15	9	0.09%	0.93%	2.40%	Q2 2014	Q3 2023	24
Moors & Cabot, Inc.	10	1	0.02%	0.09%	0.24%	Q2 2014	Q3 2023	23
Summit Global Investments	23	23	0.08%	0.16%	0.28%	Q1 2018	Q3 2023	23
Private Ocean, LLC	23	23	0.01%	0.01%	0.03%	Q1 2018	Q3 2023	23
Horizon Kinetics	23	23	0.00%	0.01%	0.01%	Q2 2013	Q4 2018	23
WOODMONT INVESTMENT COUNSEL LLC	20	1	0.15%	0.23%	0.33%	Q3 2017	Q3 2023	23
INTRUST BANK NA	14	9	0.03%	0.12%	0.28%	Q2 2013	Q3 2023	23
Capital World Investors	21	1	0.00%	0.01%	0.07%	Q3 2017	Q3 2023	23
Rehmann Capital Advisory Group	15	1	0.01%	0.08%	0.27%	Q1 2011	Q3 2023	23
TIEDEMANN ADVISORS, LLC	23	23	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	23
BURNS J W & CO INC/NY	14	9	0.03%	0.45%	0.92%	Q2 2013	Q3 2023	23
Brookstone Capital Management	21	1	0.01%	0.03%	0.04%	Q1 2015	Q3 2023	23
ADAGE CAPITAL PARTNERS GP, L.L.C.	15	8	0.01%	0.10%	0.28%	Q1 2017	Q3 2023	23
SG Americas Securities, LLC	10	1	0.00%	0.02%	0.10%	Q1 2015	Q1 2023	23
CAPITAL GUARDIAN TRUST CO	16	7	0.13%	0.43%	0.82%	Q2 2013	Q2 2019	23
Rockefeller Capital Management L.P.	23	23	0.02%	0.08%	0.18%	Q1 2018	Q3 2023	23
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	23	0.00%	0.02%	0.04%	Q1 2018	Q3 2023	23
EVERGREEN CAPITAL MANAGEMENT LLC	23	23	0.03%	0.05%	0.11%	Q1 2018	Q3 2023	23
TCW GROUP INC	23	23	0.00%	0.01%	0.02%	Q2 2013	Q4 2018	23
Chicago Partners Investment Group LLC	17	6	0.00%	0.06%	0.11%	Q2 2017	Q3 2023	23
Redmond Asset Management, LLC	15	8	0.07%	0.46%	1.32%	Q2 2013	Q3 2023	23
North Star Investment Management Corp.	15	8	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	23
GROUP ONE TRADING, L.P.	8	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	23
PEOPLES FINANCIAL SERVICES CORP.	23	23	0.00%	0.01%	0.10%	Q1 2018	Q3 2023	23
CREATIVE FINANCIAL DESIGNS INC /ADV	14	9	0.00%	0.00%	0.05%	Q4 2016	Q3 2023	23
Cribstone Capital Management, LLC	14	8	0.00%	0.04%	0.10%	Q2 2016	Q4 2022	22
WRAPMANAGER INC	22	22	0.08%	0.21%	0.51%	Q2 2018	Q3 2023	22
EQUITABLE TRUST CO	22	22	0.03%	0.17%	0.66%	Q2 2018	Q3 2023	22
COZAD ASSET MANAGEMENT INC	22	22	0.06%	0.09%	0.13%	Q2 2018	Q3 2023	22
WASHINGTON TRUST BANK	22	22	0.00%	0.07%	0.44%	Q4 2013	Q1 2019	22
KORNITZER CAPITAL MANAGEMENT INC /KS	17	5	0.00%	0.11%	0.29%	Q4 2013	Q3 2023	22
Rossmore Private Capital	21	1	0.02%	0.21%	0.32%	Q4 2017	Q3 2023	22
Front Row Advisors LLC	13	9	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	22
Icon Wealth Partners, LLC	19	3	0.06%	0.10%	0.23%	Q4 2017	Q3 2023	22
Jacobi Capital Management LLC	18	4	0.00%	0.02%	0.05%	Q2 2017	Q3 2023	22
PRELUDE CAPITAL MANAGEMENT, LLC	5	1	0.01%	0.05%	0.19%	Q1 2013	Q3 2023	22
Cable Hill Partners, LLC	10	5	0.00%	0.03%	0.11%	Q4 2014	Q3 2023	22
UNITED SERVICES AUTOMOBILE ASSOCIATION	22	22	0.08%	0.14%	0.18%	Q1 2014	Q2 2019	22
HL FINANCIAL SERVICES LLC	22	22	0.01%	0.01%	0.03%	Q4 2013	Q1 2019	22
LS Investment Advisors, LLC	22	22	0.00%	0.00%	0.01%	Q2 2013	Q3 2018	22
Ipswich Investment Management Co., Inc.	21	1	0.05%	0.96%	2.11%	Q1 2016	Q3 2023	22
BOSTON ADVISORS LLC	22	22	0.01%	0.02%	0.04%	Q2 2013	Q3 2018	22
M&R CAPITAL MANAGEMENT INC	19	3	0.00%	0.01%	0.03%	Q2 2016	Q4 2023	22
Cetera Investment Advisers	21	21	0.01%	0.03%	0.06%	Q3 2018	Q3 2023	21
EULAV Asset Management	21	21	0.14%	0.49%	0.80%	Q2 2013	Q2 2018	21
TIEMANN INVESTMENT ADVISORS, LLC	11	10	0.10%	0.22%	0.35%	Q1 2014	Q3 2023	21
BANK OF NOVA SCOTIA TRUST CO	19	1	0.01%	0.03%	0.06%	Q3 2015	Q3 2023	21
INGALLS & SNYDER LLC	21	21	0.05%	0.10%	0.17%	Q3 2018	Q3 2023	21
OPTIMUM INVESTMENT ADVISORS	20	1	0.02%	0.19%	0.52%	Q1 2018	Q4 2023	21
Beaumont Financial Partners, LLC	21	21	0.03%	0.05%	0.08%	Q3 2017	Q3 2022	21
NEVILLE RODIE & SHAW INC	16	5	0.02%	0.09%	0.14%	Q2 2013	Q4 2022	21
Fiera Capital Corp	13	4	0.00%	0.03%	0.07%	Q4 2013	Q3 2023	21
SIMPLEX TRADING, LLC	7	1	0.00%	0.01%	0.06%	Q1 2015	Q3 2023	21
Covington Capital Management	21	21	0.12%	0.24%	0.40%	Q3 2017	Q3 2022	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.04%	0.24%	Q3 2018	Q3 2023	21
CITIZENS FINANCIAL GROUP INC/RI	19	2	0.00%	0.01%	0.05%	Q4 2015	Q3 2023	21
Foyston, Gordon, & Payne Inc	21	21	0.17%	0.59%	1.43%	Q4 2016	Q4 2021	21
Patriot Financial Group Insurance Agency, LLC	15	6	0.01%	0.06%	0.17%	Q4 2016	Q3 2023	21
EAGLE ASSET MANAGEMENT INC	17	4	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	21
FLOW TRADERS U.S. LLC	4	1	0.00%	0.05%	0.17%	Q4 2014	Q3 2022	21
GUARDCAP ASSET MANAGEMENT Ltd	21	21	0.03%	0.08%	0.29%	Q3 2018	Q3 2023	21
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	21	21	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.01%	0.02%	0.04%	Q1 2017	Q3 2023	21
BerganKDV Wealth Management, LLC	21	21	0.00%	0.01%	0.01%	Q2 2018	Q2 2023	21
ACADIAN ASSET MANAGEMENT LLC	9	1	0.00%	0.01%	0.05%	Q4 2014	Q3 2023	21
Susquehanna International Securities, Ltd.	8	1	0.19%	1.78%	3.99%	Q1 2019	Q1 2023	21
MCKINLEY CAPITAL MANAGEMENT LLC	9	2	0.01%	0.05%	0.09%	Q1 2015	Q3 2023	21
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	20	20	0.19%	0.31%	0.50%	Q4 2018	Q3 2023	20
FLAGSHIP HARBOR ADVISORS, LLC	10	10	0.01%	0.03%	0.08%	Q2 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.00%	0.01%	0.01%	Q3 2017	Q2 2022	20
Atwater Malick LLC	20	20	3.32%	4.53%	6.91%	Q4 2018	Q3 2023	20
PROFUND ADVISORS LLC	20	20	0.03%	0.05%	0.08%	Q4 2018	Q3 2023	20
Lindbrook Capital, LLC	20	20	0.06%	0.08%	0.10%	Q4 2018	Q3 2023	20
BALYASNY ASSET MANAGEMENT L.P.	10	1	0.03%	0.15%	0.77%	Q1 2018	Q3 2023	20
Quantbot Technologies LP	4	1	0.00%	0.12%	1.07%	Q3 2013	Q2 2023	20
OLD MISSION CAPITAL LLC	5	1	0.10%	0.51%	2.29%	Q1 2015	Q3 2023	20
Claro Advisors LLC	20	20	0.30%	0.44%	0.57%	Q4 2018	Q3 2023	20
TOWNSQUARE CAPITAL LLC	20	20	0.13%	0.30%	0.60%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.01%	0.02%	0.04%	Q4 2018	Q3 2023	20
NBT BANK N A /NY	20	20	0.04%	0.07%	0.10%	Q2 2013	Q1 2018	20
CHEMUNG CANAL TRUST CO	20	20	0.06%	0.46%	1.25%	Q1 2019	Q4 2023	20
Laurel Wealth Advisors LLC	20	20	0.02%	0.04%	0.06%	Q4 2018	Q3 2023	20
Essex Savings Bank	20	20	0.08%	0.24%	1.08%	Q4 2018	Q3 2023	20
MYCIO WEALTH PARTNERS, LLC	20	20	0.03%	0.10%	0.19%	Q1 2015	Q4 2019	20
RIVERHEAD CAPITAL MANAGEMENT LLC	19	1	0.00%	0.04%	0.07%	Q2 2013	Q3 2018	20
Lenox Wealth Advisors, LLC	10	1	0.00%	0.01%	0.02%	Q4 2014	Q1 2021	20
180 WEALTH ADVISORS, LLC	17	3	0.09%	0.13%	0.18%	Q2 2018	Q3 2023	20
Calamos Advisors LLC	19	1	0.01%	0.09%	0.17%	Q2 2013	Q3 2023	20
Connor, Clark & Lunn Investment Management Ltd.	10	1	0.01%	0.08%	0.25%	Q1 2017	Q3 2023	20
Prospera Financial Services Inc	20	20	0.02%	0.10%	0.26%	Q4 2018	Q3 2023	20
HARTLINE INVESTMENT CORP/	20	20	0.82%	1.38%	2.18%	Q2 2013	Q1 2018	20
American Portfolios Advisors	20	20	0.01%	0.01%	0.03%	Q4 2017	Q3 2022	20
Vantage Investment Advisors, LLC	20	20	0.00%	0.05%	0.11%	Q4 2013	Q3 2018	20
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT	16	4	0.04%	0.48%	0.81%	Q1 2013	Q1 2018	20
WESTWOOD HOLDINGS GROUP INC	20	20	0.01%	0.02%	0.03%	Q1 2018	Q4 2022	20
STOCK YARDS BANK & TRUST CO	17	3	0.01%	1.31%	2.34%	Q2 2013	Q3 2023	20
Human Investing LLC	20	20	0.39%	0.79%	1.48%	Q4 2018	Q3 2023	20
LOWE BROCKENBROUGH & CO INC	20	20	0.15%	0.19%	0.26%	Q4 2018	Q3 2023	20
Eukles Asset Management	20	20	1.08%	1.62%	2.82%	Q4 2018	Q3 2023	20
CAPITAL INSIGHT PARTNERS, LLC	20	20	0.30%	0.57%	0.91%	Q4 2018	Q3 2023	20
Financial Gravity Asset Management, Inc.	12	3	0.00%	0.16%	1.61%	Q1 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.01%	0.14%	0.32%	Q4 2015	Q3 2020	20
Princeton Global Asset Management LLC	20	20	0.01%	0.02%	0.05%	Q4 2018	Q3 2023	20
Independent Advisor Alliance	20	20	0.00%	0.13%	0.24%	Q4 2018	Q3 2023	20
CONNABLE OFFICE INC	12	8	0.08%	0.16%	0.30%	Q3 2013	Q3 2023	20
Squarepoint Ops LLC	18	18	0.00%	0.03%	0.12%	Q2 2019	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.01%	0.01%	0.02%	Q4 2017	Q4 2022	20
FinTrust Capital Advisors, LLC	20	20	0.00%	0.01%	0.03%	Q4 2018	Q3 2023	20
VOLORIDGE INVESTMENT MANAGEMENT, LLC	6	1	0.01%	0.15%	0.34%	Q2 2015	Q3 2023	20
FIRST INTERSTATE BANK	20	20	0.05%	0.14%	0.26%	Q3 2015	Q2 2020	20
KING LUTHER CAPITAL MANAGEMENT CORP	10	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	19
FRED ALGER MANAGEMENT, LLC	6	1	0.00%	0.01%	0.01%	Q2 2015	Q3 2023	19
OLD NATIONAL BANCORP /IN/	14	5	0.01%	0.04%	0.08%	Q2 2013	Q4 2019	19
ADVANTAGE INVESTMENT MANAGEMENT, LLC	19	19	0.00%	0.01%	0.02%	Q1 2015	Q3 2019	19
LGL PARTNERS, LLC	19	19	0.05%	0.15%	0.30%	Q1 2019	Q3 2023	19
PATHSTONE FAMILY OFFICE, LLC	10	1	0.00%	0.03%	0.06%	Q2 2016	Q3 2023	19
Cedar Brook Financial Partners, LLC	19	19	0.10%	0.13%	0.19%	Q1 2019	Q3 2023	19
GQG Partners LLC	16	3	0.00%	0.04%	0.09%	Q2 2017	Q3 2023	19
Quantitative Investment Management, LLC	5	1	0.01%	0.11%	0.32%	Q3 2013	Q2 2021	19
Zions Bancorporation, N.A.	19	19	0.01%	0.02%	0.10%	Q1 2019	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	0.03%	0.04%	0.06%	Q1 2019	Q3 2023	19
ROCKEFELLER FINANCIAL SERVICES INC	19	19	0.02%	0.12%	0.48%	Q2 2013	Q4 2017	19
Gardiner Nancy B	19	19	0.39%	0.64%	1.43%	Q4 2015	Q2 2020	19
Edge Wealth Management LLC	15	4	0.00%	0.00%	0.00%	Q4 2016	Q4 2021	19
Arden Trust Co	19	19	0.11%	0.19%	0.29%	Q2 2019	Q4 2023	19
ZEKE CAPITAL ADVISORS, LLC	19	19	0.06%	0.18%	0.54%	Q2 2018	Q4 2022	19
MGO ONE SEVEN LLC	16	1	0.02%	0.10%	0.18%	Q4 2017	Q3 2023	19
Polen Capital Management	17	1	0.01%	0.11%	1.89%	Q2 2013	Q3 2023	19
Prestige Wealth Management Group LLC	17	2	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	19
Schonfeld Strategic Advisors LLC	4	1	0.00%	0.07%	0.41%	Q1 2016	Q2 2023	19
Private Capital Group, LLC	19	19	0.04%	0.09%	0.20%	Q4 2017	Q2 2022	19
MERITAGE PORTFOLIO MANAGEMENT	11	3	0.24%	0.60%	1.56%	Q2 2013	Q3 2023	19
MISSION WEALTH MANAGEMENT, LP	17	1	0.02%	0.04%	0.07%	Q4 2015	Q3 2023	19
Vestmark Advisory Solutions, Inc.	19	19	0.09%	0.18%	0.25%	Q1 2019	Q3 2023	19
Qtron Investments LLC	19	19	0.20%	0.44%	0.72%	Q1 2019	Q3 2023	19
Shamrock Asset Management LLC	19	19	0.22%	0.43%	0.87%	Q1 2015	Q3 2019	19
Global Strategic Investment Solutions, LLC	17	2	0.03%	0.12%	0.26%	Q4 2018	Q3 2023	19
HORIZON KINETICS ASSET MANAGEMENT LLC	19	19	0.01%	0.02%	0.03%	Q1 2019	Q3 2023	19
Baystate Wealth Management LLC	14	5	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	19
HM PAYSON & CO	18	1	0.00%	0.01%	0.01%	Q2 2016	Q3 2023	19
AMP Capital Investors Ltd	9	1	0.00%	0.02%	0.04%	Q2 2013	Q2 2020	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.03%	0.06%	0.09%	Q1 2019	Q3 2023	19
Gemmer Asset Management LLC	18	18	0.00%	0.00%	0.00%	Q4 2017	Q1 2022	18
Douglass Winthrop Advisors, LLC	18	18	0.03%	0.05%	0.11%	Q1 2014	Q2 2018	18
New Capital Management LP	18	18	0.02%	0.04%	0.09%	Q4 2016	Q1 2021	18
REILLY FINANCIAL ADVISORS, LLC	14	4	0.01%	0.38%	1.73%	Q2 2013	Q2 2019	18
Sound Income Strategies, LLC	13	5	0.00%	0.00%	0.02%	Q2 2018	Q3 2023	18
Mutual Advisors, LLC	17	1	0.02%	0.06%	0.13%	Q4 2018	Q3 2023	18
Integrated Wealth Concepts LLC	18	18	0.02%	0.07%	0.10%	Q2 2019	Q3 2023	18
ROTHSCHILD INVESTMENT LLC /IL	11	1	0.02%	0.10%	0.21%	Q3 2014	Q3 2023	18
UBS AG	6	6	0.00%	0.01%	0.02%	Q2 2013	Q3 2014	18
Capital Investment Counsel, Inc	9	4	0.04%	0.12%	0.19%	Q1 2017	Q3 2023	18
TRUE Private Wealth Advisors	8	1	0.00%	0.04%	0.06%	Q4 2017	Q3 2023	18
Capital International, Inc./CA/	17	1	0.00%	0.02%	0.06%	Q4 2016	Q3 2023	18
Ellis Investment Partners, LLC	18	18	0.03%	0.05%	0.08%	Q2 2019	Q3 2023	18
Global X Management CO LLC	18	18	0.12%	0.45%	0.87%	Q2 2013	Q3 2017	18
Ancora Advisors LLC	16	1	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	18
Legacy Capital Partners, Inc.	14	4	0.11%	0.24%	0.41%	Q2 2013	Q1 2018	18
SAGE RHINO CAPITAL LLC	18	18	0.10%	0.19%	0.31%	Q2 2019	Q3 2023	18
PRINCIPAL FINANCIAL GROUP INC	16	2	0.00%	0.00%	0.00%	Q2 2013	Q1 2021	18
Ellevest, Inc.	18	18	0.00%	0.06%	0.15%	Q2 2019	Q3 2023	18
Asset Dedication, LLC	7	1	0.00%	0.02%	0.08%	Q4 2015	Q3 2023	18
Koshinski Asset Management, Inc.	16	2	0.02%	0.08%	0.15%	Q4 2015	Q3 2023	18
RFG Advisory, LLC	18	18	0.02%	0.03%	0.05%	Q2 2019	Q3 2023	18
TODD ASSET MANAGEMENT LLC	18	18	0.08%	0.28%	0.41%	Q2 2013	Q3 2017	18
PATTON ALBERTSON MILLER GROUP, LLC	18	18	0.10%	0.13%	0.17%	Q2 2019	Q3 2023	18
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	18	18	0.03%	0.10%	0.16%	Q2 2013	Q3 2017	18
CULLEN/FROST BANKERS, INC.	15	3	0.00%	0.09%	0.18%	Q1 2019	Q3 2023	18
MAI Capital Management	18	18	0.01%	0.03%	0.04%	Q2 2019	Q3 2023	18
Allianz Asset Management GmbH	15	1	0.00%	0.00%	0.01%	Q4 2017	Q2 2023	18
Sequoia Financial Advisors, LLC	8	1	0.01%	0.07%	0.18%	Q2 2014	Q3 2023	18
RATIONAL ADVISORS LLC	13	1	0.03%	0.19%	0.34%	Q4 2009	Q3 2015	18
THORNBURG INVESTMENT MANAGEMENT INC	14	4	0.12%	0.51%	1.34%	Q2 2013	Q3 2023	18
SEVEN EIGHT CAPITAL, LP	4	1	0.00%	0.29%	0.75%	Q4 2014	Q2 2023	18
JFS WEALTH ADVISORS, LLC	9	2	0.00%	0.01%	0.01%	Q4 2014	Q3 2023	18
QV Investors Inc.	18	18	0.14%	0.81%	1.72%	Q2 2019	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.02%	0.03%	0.03%	Q2 2013	Q3 2017	18
LAKE STREET ADVISORS GROUP, LLC	15	3	0.03%	0.06%	0.14%	Q4 2017	Q3 2023	18
WFG Advisors, LP	17	17	0.00%	0.06%	0.14%	Q2 2013	Q2 2017	17
GW&K Investment Management, LLC	17	17	0.00%	0.01%	0.02%	Q3 2019	Q3 2023	17
Snowden Capital Advisors LLC	8	2	0.02%	0.10%	0.40%	Q1 2018	Q3 2023	17
SANTA BARBARA ASSET MANAGEMENT, LLC	17	17	0.27%	1.74%	2.29%	Q2 2013	Q2 2017	17
SII INVESTMENTS INC/WI	10	1	0.07%	0.20%	0.36%	Q2 2013	Q4 2017	17
Aviance Capital Partners, LLC	16	1	0.05%	0.11%	0.26%	Q4 2015	Q3 2023	17
Global Wealth Management Investment Advisory, Inc.	15	2	0.01%	0.01%	0.01%	Q4 2018	Q3 2023	17
Apriem Advisors	16	1	0.01%	0.02%	0.04%	Q2 2013	Q2 2018	17
Lipe & Dalton	17	17	0.19%	0.37%	0.92%	Q2 2013	Q2 2017	17
Truvestments Capital LLC	6	1	0.01%	0.07%	0.25%	Q3 2018	Q3 2023	17
V Wealth Advisors LLC	11	1	0.03%	0.08%	0.12%	Q2 2017	Q2 2023	17
MONROE BANK & TRUST/MI	6	3	0.01%	0.01%	0.01%	Q2 2013	Q2 2018	17
Sterling Capital Management LLC	17	17	0.00%	0.01%	0.02%	Q3 2015	Q3 2019	17
Burt Wealth Advisors	14	3	0.01%	0.01%	0.02%	Q4 2015	Q4 2020	17
Hardman Johnston Global Advisors LLC	14	3	0.04%	0.20%	0.77%	Q1 2016	Q3 2023	17
HighVista Strategies LLC	14	3	0.26%	0.81%	1.69%	Q1 2015	Q1 2021	17
BRINKER CAPITAL INC	15	2	0.02%	0.28%	0.45%	Q1 2016	Q2 2020	17
CAPSTONE ASSET MANAGEMENT CO	17	17	0.03%	0.08%	0.12%	Q2 2013	Q2 2017	17
Bedel Financial Consulting, Inc.	17	17	0.02%	0.03%	0.03%	Q1 2018	Q1 2022	17
Capital Bank & Trust Co	17	17	0.16%	0.30%	0.75%	Q2 2017	Q2 2021	17
Aurora Investment Counsel	12	5	0.73%	1.07%	1.52%	Q4 2013	Q4 2021	17
Manchester Capital Management LLC	12	2	0.00%	0.01%	0.08%	Q2 2013	Q3 2023	17
LVW Advisors, LLC	17	17	0.09%	0.27%	0.37%	Q3 2019	Q3 2023	17
Signet Investment Advisory Group, Inc.	12	5	1.03%	1.16%	1.45%	Q4 2018	Q3 2023	17
TrinityPoint Wealth, LLC	17	17	0.24%	0.33%	0.42%	Q3 2019	Q3 2023	17
PARK AVENUE SECURITIES LLC	14	1	0.01%	0.05%	0.12%	Q1 2019	Q3 2023	17
Financial Advocates Investment Management	9	1	0.02%	0.05%	0.15%	Q4 2017	Q3 2023	17
Destination Wealth Management	10	1	0.00%	0.33%	0.77%	Q1 2015	Q3 2023	17
Bull Street Advisors, LLC	17	17	0.34%	0.51%	0.76%	Q3 2019	Q3 2023	17
SeaCrest Wealth Management, LLC	10	1	0.02%	0.05%	0.17%	Q4 2017	Q3 2023	17
AE Wealth Management LLC	10	7	0.00%	0.01%	0.02%	Q2 2019	Q3 2023	17
Prime Capital Investment Advisors, LLC	17	17	0.00%	0.01%	0.03%	Q3 2019	Q3 2023	17
NORTHEAST INVESTMENT MANAGEMENT	13	2	0.01%	0.29%	0.51%	Q3 2013	Q3 2023	17
BEACON INVESTMENT ADVISORY SERVICES, INC.	17	17	0.08%	1.02%	1.52%	Q3 2019	Q3 2023	17
Kavar Capital Partners, LLC	17	17	0.51%	0.68%	0.94%	Q3 2016	Q3 2020	17
Clarius Group, LLC	17	17	0.03%	0.07%	0.16%	Q3 2019	Q3 2023	17
Notis-McConarty Edward	9	8	0.05%	0.10%	0.13%	Q4 2013	Q3 2023	17
PETTYJOHN, WOOD & WHITE, INC	17	17	0.16%	0.30%	0.43%	Q2 2013	Q2 2017	17
A.R.T. Advisors, LLC	7	1	0.02%	0.11%	0.26%	Q2 2013	Q3 2019	17
AMERICAN CENTURY COMPANIES INC	16	1	0.00%	0.02%	0.08%	Q3 2014	Q3 2023	17
Stratos Wealth Partners, LTD.	8	1	0.00%	0.02%	0.06%	Q3 2014	Q3 2023	16
Mission Creek Capital Partners, Inc.	16	16	0.06%	0.19%	0.29%	Q4 2019	Q3 2023	16
Ameritas Investment Partners, Inc.	11	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	16
Highlander Capital Management, LLC	15	1	0.02%	0.15%	0.89%	Q2 2013	Q3 2023	16
LifeSteps Financial, Inc.	16	16	0.20%	0.36%	0.68%	Q4 2019	Q3 2023	16
Ironsides Asset Advisors, LLC	12	4	0.06%	0.12%	0.28%	Q3 2019	Q3 2023	16
ProVise Management Group, LLC	9	3	0.02%	0.10%	0.23%	Q2 2013	Q3 2023	16
Allworth Financial LP	15	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	16
BENEDICT FINANCIAL ADVISORS INC	16	16	0.28%	0.75%	1.16%	Q4 2019	Q3 2023	16
Virtu KCG Holdings LLC	16	16	0.00%	0.06%	0.19%	Q3 2013	Q2 2017	16
Cairn Investment Group, Inc.	16	16	1.01%	2.00%	3.84%	Q4 2019	Q3 2023	16
Birch Capital Management, LLC	16	16	4.04%	5.77%	8.48%	Q4 2019	Q3 2023	16
CAPTRUST FINANCIAL ADVISORS	16	16	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	16
Ethic Inc.	16	16	0.18%	0.34%	0.52%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
FormulaFolio Investments, LLC	16	16	0.01%	0.02%	0.03%	Q1 2017	Q4 2020	16
Ruane, Cunniff & Goldfarb	16	16	0.01%	0.03%	0.06%	Q2 2013	Q1 2017	16
PALLADIEM, LLC	12	4	0.03%	0.29%	0.55%	Q4 2014	Q3 2023	16
ICW Investment Advisors LLC	16	16	0.98%	1.42%	2.15%	Q4 2019	Q3 2023	16
Euro Pacific Asset Management, LLC	16	16	1.82%	2.60%	3.79%	Q4 2019	Q3 2023	16
AVANTAX ADVISORY SERVICES, INC.	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
CONNING INC.	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
Karani Asset Management LLC	16	16	1.90%	3.14%	4.84%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.19%	0.33%	0.68%	Q4 2019	Q3 2023	16
Legacy Financial Advisors, Inc.	10	6	0.01%	0.09%	0.19%	Q4 2017	Q3 2023	16
EVOKE WEALTH, LLC	13	3	0.00%	0.01%	0.03%	Q3 2019	Q3 2023	16
Rock Point Advisors, LLC	16	16	0.08%	0.14%	0.23%	Q4 2019	Q3 2023	16
BAR HARBOR WEALTH MANAGEMENT	15	1	0.02%	0.89%	2.14%	Q4 2017	Q3 2023	16
Independence Bank of Kentucky	16	16	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	16
Intercontinental Wealth Advisors, LLC	16	16	0.10%	0.34%	0.51%	Q3 2019	Q2 2023	16
Column Capital Advisors, LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
BOK Financial Private Wealth, Inc.	16	16	0.02%	0.05%	0.08%	Q4 2019	Q3 2023	16
PEAPACK GLADSTONE FINANCIAL CORP	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
NAVELLIER & ASSOCIATES INC	13	3	0.01%	0.30%	1.66%	Q3 2012	Q3 2023	16
HighTower Trust Company, N.A.	16	16	0.08%	0.47%	1.19%	Q2 2019	Q1 2023	16
Vigilant Capital Management, LLC	9	1	0.00%	0.00%	0.01%	Q2 2016	Q2 2023	16
IAG Wealth Partners, LLC	16	16	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	16
Principal Street Partners, LLC	7	4	0.04%	0.16%	0.39%	Q2 2019	Q3 2023	16
SECTORAL ASSET MANAGEMENT INC	16	16	0.08%	0.57%	1.82%	Q2 2013	Q1 2017	16
Wealthcare Advisory Partners LLC	11	1	0.00%	0.01%	0.04%	Q3 2017	Q3 2023	16
King Wealth Management Group	16	16	0.05%	0.16%	0.30%	Q4 2019	Q3 2023	16
Edge Capital Group, LLC	16	16	0.32%	0.43%	0.69%	Q4 2019	Q3 2023	16
Stonebridge Capital Advisors LLC	11	5	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	16
Lowell Blake & Associates Inc.	16	16	0.20%	0.50%	0.89%	Q4 2019	Q3 2023	16
HIGH POINTE CAPITAL MANAGEMENT LLC	16	16	0.18%	0.42%	0.53%	Q2 2018	Q1 2022	16
UBS ASSET MANAGEMENT AMERICAS INC	16	16	0.00%	0.00%	0.00%	Q4 2015	Q3 2019	16
PAX Financial Group, LLC	16	16	0.13%	0.19%	0.25%	Q4 2019	Q3 2023	16
Kore Private Wealth LLC	16	16	0.18%	0.25%	0.33%	Q4 2018	Q3 2022	16
PRENTISS SMITH & CO INC	16	16	0.00%	0.00%	0.02%	Q4 2014	Q3 2018	16
Institute for Wealth Management, LLC.	16	16	0.04%	0.07%	0.20%	Q4 2019	Q3 2023	16
ADVISORY RESEARCH INC	16	16	0.02%	0.05%	0.15%	Q4 2019	Q3 2023	16
Aspire Private Capital, LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
Carmichael Hill & Associates, Inc.	16	16	0.03%	0.04%	0.06%	Q4 2019	Q3 2023	16
Calamos Wealth Management LLC	15	1	0.09%	0.20%	0.32%	Q2 2013	Q3 2023	16
MANUFACTURERS LIFE INSURANCE COMPANY, THE	13	3	0.00%	0.06%	0.12%	Q4 2015	Q3 2023	16
MONETARY MANAGEMENT GROUP INC	15	1	0.06%	0.10%	0.19%	Q2 2013	Q3 2023	16
Aberdeen Wealth Management LLC	16	16	0.26%	0.48%	0.74%	Q4 2019	Q3 2023	16
RHUMBLINE ADVISERS	13	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	16
Stokes Family Office, LLC	16	16	0.04%	0.07%	0.10%	Q4 2019	Q3 2023	16
CAPITAL ONE, NATIONAL ASSOCIATION	14	1	0.02%	0.05%	0.07%	Q2 2013	Q4 2019	15
BRANDYWINE OAK PRIVATE WEALTH LLC	15	15	0.04%	0.05%	0.07%	Q4 2018	Q2 2022	15
WealthTrust-Arizona, LLC	15	15	0.01%	0.05%	0.08%	Q2 2013	Q4 2016	15
OSAIC HOLDINGS, INC.	15	15	0.01%	0.03%	0.09%	Q1 2020	Q3 2023	15
BADGLEY PHELPS & BELL INC	15	15	0.03%	0.04%	0.04%	Q4 2017	Q2 2021	15
Advisor Group, Inc.	15	15	0.01%	0.04%	0.14%	Q2 2016	Q4 2019	15
Calvert Investment Management, Inc.	15	15	0.02%	0.04%	0.08%	Q2 2013	Q4 2016	15
CONFLUENCE INVESTMENT MANAGEMENT LLC	15	15	0.02%	0.02%	0.02%	Q1 2020	Q3 2023	15
GSB Wealth Management, LLC	15	15	0.17%	0.58%	1.48%	Q1 2020	Q3 2023	15
OFI Advisors LLC	11	4	0.00%	0.01%	0.01%	Q3 2011	Q3 2015	15
WASHINGTON TRUST Co	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
Proficio Capital Partners LLC	15	15	0.01%	0.04%	0.05%	Q4 2015	Q2 2019	15
Vanguard Personalized Indexing Management, LLC	15	15	0.10%	0.27%	0.75%	Q1 2020	Q3 2023	15
EXENCIAL WEALTH ADVISORS, LLC	14	1	0.00%	0.43%	0.72%	Q1 2013	Q3 2023	15
Clearstead Advisors, LLC	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
DUBUQUE BANK & TRUST CO	14	1	0.00%	0.00%	0.01%	Q4 2013	Q1 2019	15
Perigon Wealth Management, LLC	6	1	0.01%	0.02%	0.03%	Q3 2011	Q3 2023	15
MOODY LYNN & LIEBERSON, LLC	6	2	0.03%	0.21%	0.81%	Q2 2013	Q3 2023	15
BREMER TRUST NATIONAL ASSOCIATION	14	1	0.03%	0.12%	0.14%	Q2 2013	Q4 2018	15
GAMCO INVESTORS, INC. ET AL	13	2	0.00%	0.00%	0.00%	Q2 2013	Q1 2023	15
Financial Enhancement Group LLC	15	15	0.01%	0.01%	0.01%	Q1 2019	Q3 2022	15
FIRST HAWAIIAN BANK	8	1	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	15
NewEdge Advisors, LLC	14	1	0.00%	0.03%	0.05%	Q2 2017	Q3 2023	15
EADS & HEALD WEALTH MANAGEMENT	15	15	0.26%	0.47%	0.59%	Q2 2013	Q4 2016	15
Pinnacle Wealth Planning Services, Inc.	15	15	0.06%	0.14%	0.26%	Q1 2020	Q3 2023	15
Wealth Alliance	15	15	0.09%	0.12%	0.16%	Q1 2020	Q3 2023	15
Brinker Capital Investments, LLC	10	1	0.00%	0.11%	0.22%	Q3 2015	Q4 2022	15
Bison Wealth, LLC	14	1	0.09%	0.12%	0.16%	Q4 2017	Q3 2023	15
Thomas J. Herzfeld Advisors, Inc.	14	1	0.00%	0.02%	0.04%	Q2 2015	Q3 2023	15
Spot Trading L.L.C	3	1	0.00%	0.01%	0.05%	Q2 2013	Q1 2017	15
Progressive Investment Management Corp	15	15	0.39%	1.57%	3.63%	Q2 2013	Q4 2016	15
Pacer Advisors, Inc.	6	1	0.01%	0.02%	0.08%	Q4 2013	Q3 2023	15
PacWest Financial Management Inc	15	15	0.47%	1.36%	1.74%	Q2 2013	Q4 2016	15
BlackRock Investment Management, LLC	15	15	0.00%	0.03%	0.07%	Q2 2013	Q4 2016	15
Parallax Volatility Advisers, L.P.	3	1	0.00%	0.00%	0.02%	Q2 2016	Q2 2023	15
USCA RIA LLC	15	15	0.03%	0.04%	0.06%	Q4 2017	Q2 2021	15
Private Wealth Partners, LLC	15	15	0.10%	0.14%	0.21%	Q2 2013	Q4 2016	15
BANK OF HAWAII	14	1	0.02%	0.10%	0.16%	Q1 2016	Q4 2019	15
THRIVENT FINANCIAL FOR LUTHERANS	14	1	0.00%	0.15%	0.22%	Q2 2013	Q3 2023	15
Souders Financial Advisors	15	15	0.73%	0.91%	1.08%	Q1 2020	Q3 2023	15
Auxano Advisors, LLC	15	15	0.97%	1.28%	1.70%	Q1 2020	Q3 2023	15
Rosenberg Matthew Hamilton	15	15	0.05%	0.08%	0.12%	Q1 2020	Q3 2023	15
Yorktown Management & Research Co Inc	11	4	0.04%	0.06%	0.08%	Q1 2014	Q3 2018	15
Onex Canada Asset Management Inc.	14	1	0.24%	0.97%	2.53%	Q2 2013	Q3 2023	15
Personal Capital Advisors Corp	14	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2022	15
NOMURA HOLDINGS INC	8	1	0.00%	0.01%	0.04%	Q4 2012	Q3 2023	15
CANADA PENSION PLAN INVESTMENT BOARD	7	2	0.00%	0.06%	0.20%	Q1 2016	Q1 2023	15
Goelzer Investment Management, Inc.	15	15	0.13%	0.49%	0.74%	Q2 2013	Q4 2016	15
HHM Wealth Advisors, LLC	15	15	0.01%	0.03%	0.04%	Q1 2020	Q3 2023	15
ZEVIN ASSET MANAGEMENT LLC	15	15	0.57%	1.18%	2.46%	Q2 2013	Q4 2016	15
MSI Financial Services Inc	15	15	0.01%	0.03%	0.08%	Q2 2013	Q4 2016	15
1st Global Advisors, Inc.	14	14	0.04%	0.06%	0.09%	Q1 2014	Q2 2017	14
EDGE ASSET MANAGEMENT, INC	14	14	0.00%	0.00%	0.01%	Q4 2013	Q1 2017	14
MEITAV INVESTMENT HOUSE LTD	14	14	0.04%	0.12%	0.61%	Q2 2020	Q3 2023	14
JONES FINANCIAL COMPANIES LLLP	12	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	14
SVB WEALTH LLC	14	14	0.01%	0.02%	0.06%	Q2 2020	Q3 2023	14
MCRAE CAPITAL MANAGEMENT INC	14	14	0.10%	0.26%	0.44%	Q1 2016	Q2 2019	14
Canal Capital Management, LLC	14	14	0.08%	0.11%	0.14%	Q2 2020	Q3 2023	14
NATIXIS	6	1	0.00%	0.00%	0.01%	Q2 2016	Q3 2023	14
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	11	3	0.06%	0.28%	1.38%	Q3 2019	Q1 2023	14
HARTFORD INVESTMENT MANAGEMENT CO	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
Azimuth Capital Management LLC	14	14	0.14%	0.32%	0.49%	Q2 2013	Q3 2016	14
RITHOLTZ WEALTH MANAGEMENT	14	14	0.04%	0.18%	0.39%	Q2 2020	Q3 2023	14
MASSMUTUAL TRUST CO FSB/ADV	11	3	0.00%	0.72%	1.24%	Q4 2013	Q2 2017	14
PRUDENTIAL FINANCIAL INC	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
IRONWOOD INVESTMENT MANAGEMENT LLC	14	14	0.39%	0.69%	1.05%	Q2 2020	Q3 2023	14
Ranger International Management, LP	14	14	0.01%	0.04%	0.08%	Q2 2013	Q3 2016	14
PERSONAL CFO SOLUTIONS, LLC	9	5	0.00%	0.23%	0.54%	Q4 2019	Q3 2023	14
Mosaic Family Wealth, LLC	14	14	0.01%	0.01%	0.02%	Q4 2015	Q1 2019	14
Financial Management Professionals, Inc.	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
Dynamic Technology Lab Private Ltd	3	1	0.03%	0.12%	0.62%	Q1 2013	Q2 2023	14
Sepio Capital, LP	11	3	0.14%	0.23%	0.53%	Q4 2018	Q3 2023	14
Solstein Capital, LLC	14	14	0.15%	1.32%	2.48%	Q2 2020	Q3 2023	14
Orbimed Advisors	13	13	0.12%	0.24%	0.33%	Q3 2017	Q3 2020	14
HBK Sorce Advisory LLC	14	14	0.02%	0.02%	0.05%	Q2 2020	Q3 2023	14
Glenview Trust Co	9	5	0.01%	0.02%	0.03%	Q4 2016	Q3 2023	14
EVERMAY WEALTH MANAGEMENT LLC	14	14	0.00%	0.02%	0.06%	Q2 2020	Q3 2023	14
STATE OF MICHIGAN RETIREMENT SYSTEM	14	14	0.01%	0.02%	0.03%	Q2 2013	Q3 2016	14
COLDSTREAM CAPITAL MANAGEMENT INC	7	1	0.01%	0.08%	0.18%	Q2 2013	Q3 2023	14
Arjuna Capital	14	14	0.12%	0.88%	1.48%	Q2 2020	Q3 2023	14
Chevy Chase Trust Holdings, LLC	13	1	0.00%	0.00%	0.01%	Q3 2013	Q4 2019	14
Summit Financial Wealth Advisors, LLC	9	5	0.08%	0.10%	0.16%	Q4 2015	Q3 2020	14
FIRST MERCANTILE TRUST CO	14	14	0.22%	0.41%	0.54%	Q2 2013	Q3 2016	14
Concert Wealth Management Inc.	14	14	0.05%	0.07%	0.12%	Q2 2013	Q3 2016	14
Dorsey Wright & Associates	5	1	0.02%	1.17%	1.82%	Q2 2013	Q3 2023	14
NORTHWEST INVESTMENT COUNSELORS, LLC	9	1	0.04%	0.07%	0.12%	Q2 2017	Q3 2023	14
McIlrath & Eck, LLC	10	1	0.00%	0.01%	0.02%	Q4 2017	Q1 2023	14
OXFORD ASSET MANAGEMENT LLP	8	1	0.01%	0.07%	0.27%	Q3 2013	Q4 2019	14
Platform Technology Partners	5	4	0.09%	0.20%	0.35%	Q4 2019	Q3 2023	14
PHILADELPHIA TRUST CO	13	1	0.02%	0.04%	0.07%	Q2 2015	Q3 2023	14
Cornerstone Wealth Management, LLC	6	2	0.02%	0.04%	0.05%	Q2 2017	Q3 2023	14
Wealthspire Advisors, LLC	12	1	0.00%	0.01%	0.04%	Q4 2018	Q3 2023	14
NumerixS Investment Technologies Inc	9	1	0.02%	0.13%	0.37%	Q4 2014	Q2 2020	14
Fieldpoint Private Securities, LLC	7	2	0.01%	0.10%	0.25%	Q1 2017	Q2 2022	14
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.00%	0.05%	0.08%	Q4 2018	Q3 2021	14
MONETA GROUP INVESTMENT ADVISORS LLC	13	1	0.01%	0.56%	1.06%	Q3 2015	Q1 2023	14
MATHER GROUP, LLC.	14	14	0.01%	0.02%	0.04%	Q2 2020	Q3 2023	14
SeaBridge Investment Advisors LLC	14	14	0.03%	0.18%	0.32%	Q2 2013	Q3 2016	14
Concorde Asset Management, LLC	13	13	0.12%	0.26%	0.51%	Q3 2020	Q3 2023	13
SCHMIDT P J INVESTMENT MANAGEMENT INC	13	13	0.18%	0.34%	0.45%	Q1 2013	Q1 2016	13
First Bank & Trust	13	13	0.00%	0.00%	0.01%	Q2 2019	Q2 2022	13
Engineers Gate Manager LP	5	1	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	13
Hansberger Growth Investors, LP	13	13	0.74%	1.49%	3.28%	Q4 2014	Q4 2017	13
WESPAC Advisors SoCal, LLC	10	3	0.01%	0.02%	0.03%	Q4 2015	Q1 2019	13
B. Riley Wealth Advisors, Inc.	11	1	0.00%	0.06%	0.13%	Q2 2014	Q3 2023	13
Lenox Wealth Management, Inc.	13	13	1.22%	1.49%	1.98%	Q2 2017	Q2 2020	13
MOTCO	9	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	13
Cardinal Capital Management, Inc.	13	13	0.00%	0.00%	0.00%	Q2 2017	Q2 2020	13
Key FInancial Inc	12	1	0.09%	0.11%	0.12%	Q1 2020	Q3 2023	13
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	9	4	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	13
Nuveen Asset Management, LLC	9	4	0.00%	0.02%	0.10%	Q4 2019	Q3 2023	13
Thomasville National Bank	12	1	0.52%	1.92%	2.40%	Q3 2013	Q1 2017	13
OAK ASSOCIATES LTD /OH/	13	13	0.06%	0.12%	0.25%	Q4 2017	Q4 2020	13
KANALY TRUST CO	13	13	0.00%	0.02%	0.04%	Q4 2013	Q4 2016	13
ZEVENBERGEN CAPITAL INVESTMENTS LLC	13	13	0.01%	0.02%	0.03%	Q3 2013	Q3 2016	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.02%	0.05%	0.07%	Q3 2020	Q3 2023	13
Cetera Advisors LLC	9	4	0.02%	0.03%	0.05%	Q3 2014	Q3 2023	13
PATTEN & PATTEN INC/TN	13	13	0.06%	0.42%	0.92%	Q1 2014	Q1 2017	13
SECURITY ASSET MANAGEMENT	13	13	1.37%	2.06%	2.68%	Q4 2014	Q4 2017	13
Sigma Planning Corp	9	2	0.01%	0.02%	0.06%	Q4 2014	Q3 2023	13
Qube Research & Technologies Ltd	4	1	0.00%	0.10%	0.56%	Q1 2018	Q3 2023	13
Beacon Pointe Advisors, LLC	12	1	0.02%	0.15%	1.49%	Q1 2019	Q3 2023	13
Candriam S.C.A.	8	1	0.00%	0.01%	0.03%	Q1 2019	Q1 2023	13
BNC WEALTH MANAGEMENT, LLC	13	13	0.15%	0.22%	0.34%	Q3 2020	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.08%	0.11%	0.15%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.01%	0.03%	0.07%	Q3 2020	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.03%	0.06%	0.11%	Q3 2020	Q3 2023	13
JANICZEK WEALTH MANAGEMENT, LLC	13	13	0.02%	0.09%	0.14%	Q3 2020	Q3 2023	13
Parkwood LLC	9	4	0.69%	1.22%	2.23%	Q2 2020	Q3 2023	13
WESTPORT RESOURCES MANAGEMENT INC	13	13	0.00%	0.00%	0.01%	Q3 2013	Q3 2016	13
GRATRY & Co LLC	13	13	2.68%	3.38%	4.42%	Q2 2013	Q2 2016	13
TIAA CREF TRUST CO FSB/MO	13	13	0.00%	0.02%	0.04%	Q1 2014	Q1 2017	13
NewSquare Capital LLC	8	1	0.00%	0.00%	0.00%	Q3 2013	Q2 2023	13
DOCK STREET ASSET MANAGEMENT INC	13	13	1.65%	2.74%	4.24%	Q2 2013	Q2 2016	13
Investors Capital Advisory Services	13	13	0.24%	0.48%	0.68%	Q2 2013	Q2 2016	13
Investors Research Corp	10	3	0.00%	0.20%	0.32%	Q4 2017	Q4 2022	13
TD Capital Management LLC	8	5	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	13
SevenBridge Financial Group, LLC	13	13	0.01%	0.01%	0.02%	Q2 2016	Q2 2019	13
First Personal Financial Services	7	1	0.00%	0.01%	0.02%	Q4 2014	Q2 2022	13
Choate Investment Advisors	10	1	0.00%	0.02%	0.03%	Q1 2014	Q3 2023	13
Farmers & Merchants Trust Co of Chambersburg PA	13	13	0.02%	0.03%	0.04%	Q3 2019	Q3 2022	13
Giverny Capital	13	13	0.03%	0.04%	0.06%	Q3 2020	Q3 2023	13
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.00%	0.01%	Q2 2013	Q1 2016	12
LINCOLN NATIONAL CORP	11	1	0.00%	0.02%	0.03%	Q4 2017	Q3 2023	12
Patten Group, Inc.	12	12	0.00%	0.00%	0.00%	Q2 2015	Q1 2018	12
SPECTRUM ADVISORY SERVICES INC	12	12	0.25%	0.35%	0.46%	Q2 2013	Q1 2016	12
Advisors Preferred, LLC	4	2	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	12
SPHERA FUNDS MANAGEMENT LTD.	7	1	1.43%	2.77%	4.34%	Q1 2019	Q3 2023	12
Mount Yale Investment Advisors, LLC	7	5	0.10%	0.38%	0.60%	Q1 2018	Q3 2023	12
MITCHELL & PAHL PRIVATE WEALTH, LLC	12	12	0.18%	0.38%	0.66%	Q4 2020	Q3 2023	12
EP Wealth Advisors, LLC	12	12	0.01%	0.05%	0.36%	Q4 2020	Q3 2023	12
MONTAG A & ASSOCIATES INC	12	12	0.02%	0.03%	0.05%	Q4 2020	Q3 2023	12
Berman Capital Advisors, LLC	12	12	0.00%	0.01%	0.02%	Q4 2018	Q3 2021	12
ATLAS CAPITAL ADVISORS LLC	9	3	0.08%	0.14%	0.36%	Q1 2018	Q3 2023	12
EMERSON INVESTMENT MANAGEMENT, LLC	12	12	0.51%	0.76%	1.01%	Q2 2013	Q1 2016	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.34%	0.45%	0.66%	Q4 2020	Q3 2023	12
BAHL & GAYNOR INC	12	12	0.01%	0.01%	0.01%	Q2 2013	Q1 2016	12
Harel Insurance Investments & Financial Services Ltd.	10	1	0.00%	0.10%	1.00%	Q2 2016	Q3 2023	12
Marshall Financial Group LLC	12	12	0.39%	0.52%	0.68%	Q4 2020	Q3 2023	12
SAL Trading, LLC	4	3	0.10%	0.71%	1.56%	Q4 2021	Q3 2023	12
ExodusPoint Capital Management, LP	7	1	0.00%	0.06%	0.24%	Q2 2019	Q2 2023	12
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	0.58%	0.79%	1.11%	Q4 2020	Q3 2023	12
Sivik Global Healthcare LLC	7	1	0.89%	2.63%	4.14%	Q4 2017	Q3 2023	12
Bond & Devick Financial Network, Inc.	12	12	0.60%	0.76%	0.92%	Q4 2020	Q3 2023	12
Providence Capital Advisors, LLC	5	2	0.00%	0.04%	0.08%	Q4 2017	Q4 2022	12
CoreFirst Bank & Trust	12	12	0.15%	0.24%	0.35%	Q4 2020	Q3 2023	12
First Trust Direct Indexing L.P.	12	12	0.12%	0.40%	0.64%	Q4 2020	Q3 2023	12
SITTNER & NELSON, LLC	12	12	0.08%	0.16%	0.26%	Q4 2020	Q3 2023	12
Strategic Global Advisors, LLC	6	2	0.08%	0.14%	0.28%	Q2 2015	Q3 2023	12
OUTFITTER FINANCIAL LLC	12	12	0.39%	0.56%	0.77%	Q4 2020	Q3 2023	12
RUSSELL FRANK CO/	12	12	0.00%	0.02%	0.07%	Q2 2013	Q1 2016	12
Cordasco Financial Network	12	12	0.08%	0.22%	0.31%	Q4 2013	Q3 2016	12
SkyView Investment Advisors, LLC	12	12	0.10%	0.21%	0.46%	Q4 2020	Q3 2023	12
Independence Trust CO	6	6	0.14%	0.40%	1.02%	Q2 2013	Q2 2016	12
MARSHALL WACE, LLP	3	1	0.00%	0.02%	0.09%	Q3 2015	Q2 2023	12
Avidian Wealth Solutions, LLC	12	12	0.04%	0.06%	0.09%	Q4 2020	Q3 2023	12
DEFINED WEALTH MANAGEMENT, LLC	12	12	0.20%	0.34%	0.50%	Q4 2020	Q3 2023	12
Bard Financial Services, Inc.	12	12	0.36%	0.55%	1.06%	Q4 2020	Q3 2023	12
Goodman Financial Corp	11	1	0.02%	3.10%	3.83%	Q2 2013	Q4 2017	12
Triasima Portfolio Management inc.	12	12	0.06%	0.31%	0.57%	Q4 2020	Q3 2023	12
BOOTHBAY FUND MANAGEMENT, LLC	9	1	0.01%	0.08%	0.22%	Q1 2020	Q3 2023	12
LIBERTY WEALTH MANAGEMENT LLC	12	12	0.00%	0.01%	0.02%	Q4 2018	Q3 2021	12
Ruggie Capital Group	8	1	0.00%	0.00%	0.01%	Q3 2015	Q2 2019	12
NOMURA ASSET MANAGEMENT CO LTD	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
COMERICA SECURITIES INC	11	1	0.06%	0.15%	0.24%	Q4 2014	Q4 2018	12
Trexquant Investment LP	5	1	0.03%	0.16%	0.36%	Q1 2016	Q2 2023	12
Argent Trust Co	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
STEVENS CAPITAL MANAGEMENT LP	4	1	0.01%	0.05%	0.22%	Q2 2013	Q2 2020	12
TimeScale Financial, Inc.	12	12	0.00%	0.00%	0.01%	Q3 2020	Q2 2023	12
DIXON HUBARD FEINOUR & BROWN INC/VA	11	1	0.06%	0.10%	0.14%	Q1 2014	Q4 2017	12
CARILLON TOWER ADVISERS, INC.	12	12	0.04%	0.09%	0.12%	Q1 2018	Q4 2020	12
Crewe Advisors LLC	6	1	0.00%	0.01%	0.01%	Q2 2018	Q3 2023	12
Fortis Advisors, LLC	12	12	0.00%	0.00%	0.01%	Q3 2017	Q2 2020	12
Krilogy Financial LLC	9	1	0.01%	0.01%	0.02%	Q3 2015	Q1 2023	12
PITCAIRN CO	6	1	0.03%	0.04%	0.05%	Q1 2014	Q2 2023	12
Riggs Asset Managment Co. Inc.	12	12	0.17%	0.28%	0.41%	Q1 2014	Q4 2016	12
Alyeska Investment Group, L.P.	8	4	0.18%	0.61%	1.25%	Q1 2019	Q4 2022	12
Zions Bancorporation	11	1	0.00%	0.01%	0.03%	Q1 2015	Q1 2018	12
DC Investments Management, LLC	11	1	0.09%	0.54%	0.89%	Q4 2017	Q4 2020	12
CLOVERFIELDS CAPITAL GROUP, LP	12	12	0.22%	0.40%	1.16%	Q4 2020	Q3 2023	12
WFA of San Diego, LLC	8	2	0.11%	0.56%	1.01%	Q2 2020	Q3 2023	12
CYPRESS ASSET MANAGEMENT INC/TX	6	2	0.04%	0.10%	0.39%	Q1 2015	Q2 2023	12
SIMON QUICK ADVISORS, LLC	4	1	0.00%	0.05%	0.46%	Q4 2016	Q3 2023	12
Archford Capital Strategies, LLC	8	4	0.00%	0.00%	0.00%	Q1 2014	Q1 2017	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.01%	0.04%	0.07%	Q4 2020	Q3 2023	12
Great Diamond Partners, LLC	10	2	0.06%	0.31%	0.83%	Q4 2019	Q3 2023	12
Whitegate Investment Counselors, Inc.	12	12	0.05%	0.14%	0.20%	Q4 2018	Q3 2021	12
TSFG, LLC	8	4	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	12
BRAVE ASSET MANAGEMENT INC	12	12	0.01%	0.02%	0.02%	Q4 2013	Q3 2016	12
NATIONAL PLANNING CORP	12	12	0.05%	0.07%	0.10%	Q3 2013	Q2 2016	12
WIMMER ASSOCIATES 1, LLC	7	5	0.14%	0.94%	2.69%	Q4 2015	Q3 2023	12
CI Global Investments Inc.	10	1	0.17%	0.25%	0.46%	Q2 2013	Q3 2017	11
RONALD BLUE & CO LLC	10	1	0.00%	0.03%	0.04%	Q2 2013	Q1 2017	11
FIRST AMERICAN TRUST, FSB	11	11	0.61%	0.83%	1.12%	Q1 2021	Q3 2023	11
CITY HOLDING CO	4	2	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	11
STRATTON MANAGEMENT CO	11	11	0.37%	0.60%	1.30%	Q2 2013	Q4 2015	11
MERIDIAN MANAGEMENT CO	11	11	1.14%	1.87%	2.34%	Q2 2013	Q4 2015	11
CLEARBRIDGE, LLC	11	11	0.04%	0.07%	0.11%	Q4 2015	Q2 2018	11
NORTHSTAR ASSET MANAGEMENT INC	11	11	2.60%	4.00%	5.71%	Q1 2021	Q3 2023	11
MACKENZIE FINANCIAL CORP	8	3	0.00%	0.00%	0.01%	Q4 2016	Q4 2019	11
HARDING LOEVNER LP	11	11	0.32%	0.77%	1.25%	Q2 2013	Q4 2015	11
TSP Capital Management Group, LLC	11	11	0.22%	0.33%	0.46%	Q2 2013	Q4 2015	11
ARCADIA INVESTMENT MANAGEMENT CORP/MI	7	4	0.00%	0.02%	0.06%	Q4 2015	Q3 2023	11
Dunvegan Associates, Inc.	11	11	1.25%	1.56%	1.96%	Q2 2013	Q4 2015	11
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	5	1	0.00%	0.02%	0.06%	Q2 2015	Q3 2023	11
VSR Financial Services, Inc.	11	11	0.03%	0.05%	0.10%	Q3 2013	Q1 2016	11
Kingfisher Capital LLC	11	11	0.67%	0.78%	0.96%	Q2 2013	Q4 2015	11
Liberty Mutual Group Asset Management Inc.	6	5	0.02%	0.04%	0.06%	Q3 2014	Q3 2018	11
Virtu Financial LLC	3	1	0.01%	0.07%	0.25%	Q2 2013	Q3 2023	11
Skandinaviska Enskilda Banken AB (publ)	11	11	0.01%	0.01%	0.02%	Q1 2016	Q3 2018	11
ATWOOD & PALMER INC	10	1	0.00%	0.74%	2.40%	Q2 2015	Q3 2023	11
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	4	3	0.00%	0.14%	0.34%	Q2 2013	Q1 2021	11
Modera Wealth Management, LLC	10	1	0.01%	0.14%	0.75%	Q4 2020	Q3 2023	11
FIDGEON TIMOTHY F	11	11	0.79%	1.03%	1.54%	Q1 2013	Q3 2015	11
HoyleCohen, LLC	11	11	0.03%	0.05%	0.07%	Q1 2021	Q3 2023	11
Regal Investment Advisors LLC	10	1	0.02%	0.04%	0.06%	Q3 2013	Q1 2019	11
Chautauqua Capital Management	11	11	5.40%	8.52%	11.48%	Q2 2013	Q4 2015	11
Cerity Partners LLC	8	1	0.02%	0.05%	0.10%	Q4 2017	Q3 2023	11
Waverly Advisors, LLC	9	1	0.00%	0.01%	0.05%	Q3 2013	Q3 2023	11
WHV Investments, Inc.	6	5	0.00%	0.21%	2.28%	Q2 2013	Q1 2016	11
Heritage Wealth Advisors	6	1	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	11
MV CAPITAL MANAGEMENT, INC.	7	4	0.00%	0.02%	0.05%	Q1 2018	Q3 2023	11
Sugarloaf Wealth Management, LLC	11	11	0.01%	0.01%	0.01%	Q4 2019	Q2 2022	11
OneDigital Investment Advisors LLC	8	3	0.00%	0.16%	0.80%	Q2 2017	Q3 2023	11
YorkBridge Wealth Partners, LLC	11	11	0.00%	0.01%	0.01%	Q4 2016	Q2 2019	11
IHT Wealth Management, LLC	6	5	0.00%	0.02%	0.06%	Q4 2016	Q3 2023	11
CAMG Solamere Management, LLC	11	11	0.10%	0.51%	0.85%	Q4 2016	Q2 2019	11
SMITH ASSET MANAGEMENT GROUP LP	11	11	0.01%	0.01%	0.05%	Q2 2013	Q4 2015	11
Csenge Advisory Group	10	1	0.00%	0.02%	0.06%	Q3 2018	Q3 2023	11
Bogart Wealth, LLC	11	11	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	11
TRUEWEALTH LLC	11	11	0.10%	0.11%	0.14%	Q4 2017	Q2 2020	11
Squar Milner Financial Services LLC	11	11	0.30%	0.39%	0.51%	Q4 2017	Q2 2020	11
Taylor Hoffman Wealth Management	9	1	0.01%	0.02%	0.11%	Q4 2017	Q3 2023	11
Andesa Financial Management Inc.	8	1	0.07%	0.14%	0.24%	Q1 2019	Q4 2022	11
Geo Capital Gestora de Recursos Ltd	11	11	0.02%	0.87%	2.25%	Q1 2021	Q3 2023	11
LOGAN CAPITAL MANAGEMENT INC	11	11	0.02%	0.08%	0.14%	Q1 2021	Q3 2023	11
KG&L Capital Management,LLC	7	4	0.10%	0.12%	0.14%	Q4 2020	Q3 2023	11
Marotta Asset Management	8	3	0.15%	0.27%	0.38%	Q1 2021	Q4 2023	11
Asio Capital, LLC	9	1	0.06%	0.09%	0.11%	Q4 2019	Q3 2023	11
Veracity Capital LLC	9	2	0.09%	0.15%	0.27%	Q4 2019	Q3 2023	11
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9	2	0.01%	0.05%	0.10%	Q4 2020	Q3 2023	11
Hoese & Co LLP	11	11	0.02%	0.03%	0.05%	Q2 2021	Q4 2023	11
Lumature Wealth Partners, LLC	11	11	0.06%	0.11%	0.55%	Q4 2020	Q2 2023	11
SPINNAKER TRUST	11	11	0.02%	0.04%	0.07%	Q1 2021	Q3 2023	11
Red Wave Investments LLC	11	11	0.09%	0.16%	0.24%	Q1 2021	Q3 2023	11
Piscataqua Savings Bank	11	11	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	11
Spire Wealth Management	11	11	0.01%	0.02%	0.03%	Q1 2021	Q3 2023	11
Gitterman Wealth Management, LLC	11	11	0.74%	1.18%	1.63%	Q1 2021	Q3 2023	11
NewEdge Wealth, LLC	11	11	0.02%	0.06%	0.10%	Q1 2021	Q3 2023	11
Newbridge Financial Services Group, Inc.	11	11	0.00%	0.01%	0.02%	Q1 2021	Q3 2023	11
Range Financial Group LLC	11	11	0.53%	0.98%	1.76%	Q1 2021	Q3 2023	11
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
JANUS HENDERSON INVESTORS US LLC	10	10	0.00%	0.01%	0.01%	Q4 2014	Q1 2017	10
Marks Group Wealth Management, Inc	10	10	0.03%	0.15%	0.23%	Q2 2021	Q3 2023	10
Union Heritage Capital, LLC	10	10	0.54%	1.02%	1.55%	Q1 2021	Q2 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.01%	0.02%	0.03%	Q1 2021	Q3 2023	10
HBK INVESTMENTS L P	4	1	0.00%	0.03%	0.07%	Q2 2013	Q3 2018	10
MID CONTINENT CAPITAL LLC/IL	10	10	0.04%	0.10%	0.17%	Q2 2013	Q3 2015	10
Transform Wealth, LLC	4	3	0.02%	0.46%	0.78%	Q2 2016	Q3 2023	10
NinePointTwo Capital LLC	10	10	0.08%	0.12%	0.20%	Q2 2021	Q3 2023	10
COUNTRY TRUST BANK	10	10	0.00%	0.00%	0.00%	Q3 2021	Q4 2023	10
Clearstead Trust, LLC	9	1	0.02%	0.03%	0.05%	Q2 2017	Q3 2023	10
West Family Investments, Inc.	10	10	0.37%	0.61%	0.86%	Q2 2021	Q3 2023	10
Banque Cantonale Vaudoise	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	10	10	0.16%	0.31%	0.41%	Q3 2018	Q4 2020	10
Amundi	10	10	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	10
Apollon Wealth Management, LLC	8	1	0.00%	0.07%	0.26%	Q2 2020	Q3 2023	10
Bellwether Advisors, LLC	10	10	0.00%	0.00%	0.00%	Q4 2020	Q1 2023	10
Lafayette Investments	10	10	0.06%	0.09%	0.12%	Q2 2021	Q3 2023	10
Allegis Investment Advisors, LLC	10	10	0.35%	0.51%	0.80%	Q4 2015	Q1 2018	10
GPS Wealth Strategies Group, LLC	7	3	0.01%	0.01%	0.04%	Q1 2021	Q3 2023	10
Evercore Wealth Management, LLC	10	10	0.10%	0.13%	0.16%	Q2 2013	Q3 2015	10
Diversified Portfolios, Inc.	10	10	0.22%	0.28%	0.35%	Q4 2020	Q1 2023	10
Pacific Center for Financial Services	7	3	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	10
BENNETT SELBY INVESTMENTS LP	10	10	0.25%	0.64%	1.17%	Q3 2021	Q4 2023	10
First Affirmative Financial Network	10	10	0.44%	0.58%	0.74%	Q3 2021	Q4 2023	10
Carnick & Kubik, LLC	10	10	0.46%	1.15%	3.44%	Q4 2013	Q1 2016	10
REDW Wealth LLC	10	10	0.07%	0.10%	0.14%	Q2 2021	Q3 2023	10
BAR HARBOR TRUST SERVICES	10	10	0.00%	3.05%	4.44%	Q1 2020	Q2 2022	10
CITY NATIONAL BANK	10	10	0.01%	0.02%	0.02%	Q2 2013	Q3 2015	10
West Branch Capital LLC	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
Point72 Asset Management, L.P.	2	1	0.00%	0.12%	0.26%	Q4 2014	Q3 2023	10
Stokes Capital Advisors, LLC	10	10	0.20%	0.28%	0.36%	Q2 2021	Q3 2023	10
Clal Insurance Enterprises Holdings Ltd	6	4	0.01%	0.01%	0.02%	Q1 2020	Q4 2022	10
CAMBRIDGE TRUST CO	8	2	0.02%	0.26%	0.42%	Q2 2016	Q3 2023	10
SIGNET FINANCIAL MANAGEMENT, LLC	6	1	0.01%	0.04%	0.07%	Q1 2018	Q3 2023	10
Pacifica Partners Inc.	10	10	0.00%	0.02%	0.04%	Q2 2021	Q3 2023	10
Southland Equity Partners LLC	10	10	0.09%	0.13%	0.16%	Q2 2021	Q3 2023	10
Stillwater Investment Management, LLC	10	10	0.09%	0.14%	0.21%	Q4 2020	Q1 2023	10
Hodges Capital Management Inc.	10	10	0.02%	0.24%	0.83%	Q2 2021	Q3 2023	10
PARK NATIONAL CORP /OH/	8	1	0.01%	0.02%	0.02%	Q4 2015	Q4 2023	10
Meristem Family Wealth, LLC	10	10	0.04%	0.06%	0.08%	Q3 2019	Q4 2021	10
Cowen Prime Advisors LLC	9	1	0.10%	0.16%	0.21%	Q2 2020	Q2 2023	10
Campbell & CO Investment Adviser LLC	3	1	0.06%	0.16%	0.31%	Q2 2013	Q3 2023	10
Altium Wealth Management LLC	10	10	0.04%	0.08%	0.16%	Q1 2020	Q2 2022	10
ABSHER WEALTH MANAGEMENT, LLC	10	10	0.09%	0.11%	0.16%	Q4 2019	Q1 2022	10
Paloma Partners Management Co	6	2	0.00%	0.02%	0.13%	Q3 2015	Q1 2022	10
9258 Wealth Management, LLC	10	10	0.04%	0.08%	0.12%	Q2 2021	Q3 2023	10
Jackson Square Partners, LLC	10	10	1.24%	2.08%	2.50%	Q2 2014	Q3 2016	10
GRIES FINANCIAL LLC	10	10	0.08%	0.11%	0.13%	Q2 2021	Q3 2023	10
Apex Capital Management	10	10	0.01%	0.02%	0.02%	Q4 2013	Q1 2016	10
PDS Planning, Inc	10	10	0.05%	0.08%	0.14%	Q2 2021	Q3 2023	10
Centric Wealth Management	10	10	0.09%	0.15%	0.22%	Q2 2021	Q3 2023	10
THOMPSON DAVIS & CO., INC.	9	1	0.01%	0.06%	0.32%	Q3 2014	Q3 2023	10
STANSBERRY ASSET MANAGEMENT, LLC	10	10	0.07%	0.33%	0.75%	Q2 2021	Q3 2023	10
Agate Pass Investment Management, LLC	9	9	0.51%	0.69%	0.86%	Q4 2021	Q4 2023	9
Magnetar Financial LLC	6	1	0.06%	0.27%	0.55%	Q4 2018	Q4 2022	9
ELEFANTE MICHAEL B	9	9	0.23%	0.29%	0.51%	Q4 2012	Q4 2014	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.16%	0.20%	0.25%	Q2 2013	Q2 2015	9
American National Registered Investment Advisor, Inc.	9	9	0.10%	0.12%	0.14%	Q1 2014	Q1 2016	9
High Net Worth Advisory Group LLC	9	9	0.08%	0.15%	0.25%	Q4 2021	Q4 2023	9
Compagnie Lombard Odier SCmA	5	4	0.00%	0.04%	0.10%	Q1 2017	Q3 2023	9
FIDUCIENT ADVISORS LLC	9	9	0.07%	0.11%	0.23%	Q4 2020	Q4 2022	9
Verity & Verity, LLC	9	9	0.03%	0.04%	0.06%	Q3 2021	Q3 2023	9
INVESTMENT CENTERS OF AMERICA INC	9	9	0.04%	0.05%	0.06%	Q2 2014	Q2 2016	9
HANCOCK WHITNEY CORP	5	2	0.01%	0.01%	0.02%	Q2 2014	Q3 2023	9
Vectors Research Management, LLC	9	9	0.01%	0.01%	0.01%	Q2 2020	Q2 2022	9
Arkadios Wealth Advisors	4	1	0.00%	0.02%	0.04%	Q1 2020	Q3 2023	9
Strong Tower Advisory Services	9	9	0.66%	0.79%	0.99%	Q3 2021	Q3 2023	9
Essex LLC	9	9	0.08%	0.09%	0.12%	Q3 2021	Q3 2023	9
S&T BANK/PA	9	9	0.06%	0.09%	0.12%	Q4 2020	Q4 2022	9
BRIGHTON JONES LLC	8	1	0.01%	0.02%	0.03%	Q3 2018	Q3 2023	9
D'Orazio & Associates, Inc.	7	1	0.01%	0.09%	0.15%	Q3 2015	Q3 2023	9
Blue Barn Wealth, LLC	9	9	0.16%	0.23%	0.40%	Q3 2021	Q3 2023	9
Orca Investment Management, LLC	9	9	1.56%	2.18%	2.78%	Q4 2015	Q4 2017	9
Salient Capital Advisors, LLC	6	3	0.00%	0.01%	0.01%	Q1 2014	Q2 2016	9
GHP Investment Advisors, Inc.	9	9	0.02%	0.02%	0.03%	Q3 2021	Q3 2023	9
Five Oceans Advisors	9	9	0.66%	1.27%	1.75%	Q3 2021	Q3 2023	9
Pinnacle Wealth Management Advisory Group, LLC	6	3	0.03%	0.15%	0.23%	Q1 2015	Q3 2023	9
Advisory Resource Group	5	4	0.07%	0.12%	0.17%	Q2 2021	Q3 2023	9
B. Riley Wealth Management, Inc.	6	3	0.01%	0.04%	0.21%	Q1 2014	Q2 2022	9
Pinnacle Summer Investments, Inc.	8	1	0.03%	0.04%	0.06%	Q2 2013	Q3 2015	9
MONEY CONCEPTS CAPITAL CORP	8	1	0.02%	0.03%	0.08%	Q4 2020	Q3 2023	9
ANCHOR CAPITAL ADVISORS LLC	7	2	0.00%	0.01%	0.01%	Q3 2013	Q1 2021	9
First City Capital Management, Inc.	9	9	0.00%	0.01%	0.02%	Q1 2014	Q1 2016	9
Capital Group Private Client Services, Inc.	9	9	0.23%	0.34%	0.49%	Q3 2021	Q3 2023	9
Kozak & Associates, Inc.	9	9	0.03%	0.03%	0.03%	Q3 2021	Q3 2023	9
GRIFFIN ASSET MANAGEMENT, INC.	9	9	0.06%	0.10%	0.13%	Q3 2021	Q3 2023	9
Marcum Wealth, LLC	9	9	0.03%	0.04%	0.05%	Q3 2021	Q3 2023	9
TEALWOOD ASSET MANAGEMENT INC	9	9	0.57%	0.83%	1.11%	Q4 2021	Q4 2023	9
CI INVESTMENTS INC.	7	2	0.00%	0.03%	0.14%	Q2 2019	Q3 2023	9
Old North State Trust, LLC	6	3	0.01%	0.02%	0.05%	Q3 2020	Q1 2023	9
Frontier Wealth Management LLC	9	9	0.08%	0.12%	0.16%	Q4 2016	Q4 2018	9
Financial Advisory Group	9	9	0.05%	0.06%	0.08%	Q3 2021	Q3 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.03%	0.05%	0.06%	Q3 2021	Q3 2023	9
MEEDER ASSET MANAGEMENT INC	9	9	0.00%	0.00%	0.02%	Q3 2020	Q3 2022	9
Sowell Financial Services LLC	7	1	0.01%	0.03%	0.13%	Q3 2019	Q3 2023	9
Alera Investment Advisors, LLC	7	2	0.03%	0.19%	0.31%	Q4 2018	Q3 2023	9
Addison Advisors LLC	9	9	0.00%	0.10%	0.12%	Q3 2021	Q3 2023	9
Clearview Wealth Advisors LLC	9	9	0.03%	0.05%	0.07%	Q2 2021	Q2 2023	9
DRW Securities, LLC	4	1	0.01%	0.07%	0.30%	Q3 2015	Q3 2023	9
Mariner Wealth Advisors-Cincinnati, LLC	6	3	0.01%	0.02%	0.03%	Q2 2016	Q3 2018	9
Evolution Wealth Advisors, LLC	9	9	0.00%	0.01%	0.01%	Q3 2019	Q3 2021	9
Walleye Capital LLC	3	1	0.01%	0.02%	0.05%	Q3 2022	Q3 2023	9
Castellan Group	9	9	1.08%	2.32%	2.80%	Q3 2021	Q3 2023	9
FLPUTNAM INVESTMENT MANAGEMENT CO	4	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	9
Geneva Advisors, LLC	9	9	0.05%	0.06%	0.08%	Q2 2014	Q2 2016	9
FIRST NEW YORK SECURITIES LLC /NY	3	1	0.07%	0.97%	2.41%	Q2 2013	Q4 2016	9
Community Financial Services Group, LLC	7	2	0.03%	0.04%	0.05%	Q2 2013	Q3 2015	9
Stanford Investment Group, Inc.	9	9	0.02%	0.03%	0.05%	Q4 2014	Q4 2016	9
IEQ CAPITAL, LLC	9	9	0.01%	0.02%	0.05%	Q3 2021	Q3 2023	9
Carolina Wealth Advisors, LLC	9	9	2.00%	2.54%	2.96%	Q4 2019	Q4 2021	9
AMUNDI ASSET MANAGEMENT US, INC.	9	9	0.03%	0.08%	0.11%	Q1 2019	Q1 2021	9
Convergence Investment Partners, LLC	8	1	0.00%	0.04%	0.10%	Q2 2013	Q1 2018	9
WILLIAMS JONES & ASSOCIATES LLC	9	9	0.01%	0.02%	0.02%	Q4 2013	Q4 2015	9
Investment Research & Advisory Group, Inc.	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
Verition Fund Management LLC	3	1	0.01%	0.05%	0.16%	Q2 2016	Q4 2019	9
Independent Portfolio Consultants, Inc.	6	3	0.01%	0.07%	0.26%	Q3 2014	Q2 2017	9
BEACON TRUST CO	6	3	0.04%	0.05%	0.06%	Q1 2013	Q1 2016	9
FORA Capital, LLC	4	1	0.11%	0.26%	0.63%	Q4 2019	Q2 2023	9
ROBERTS GLORE & CO INC /IL/	5	4	0.06%	0.09%	0.11%	Q2 2021	Q3 2023	9
Concord Wealth Partners	5	4	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	9
Grantham, Mayo, Van Otterloo & Co. LLC	6	3	0.01%	0.21%	0.44%	Q1 2016	Q2 2019	9
SEGALL BRYANT & HAMILL, LLC	7	2	0.00%	0.28%	0.65%	Q2 2021	Q3 2023	9
Renasant Bank	8	1	0.15%	0.27%	0.40%	Q2 2021	Q3 2023	9
Barrett Asset Management, LLC	8	1	0.00%	0.02%	0.04%	Q1 2016	Q1 2022	9
Enterprise Trust & Investment Co	8	8	0.01%	0.01%	0.01%	Q2 2019	Q1 2021	8
Tevis Investment Management	8	8	0.92%	1.21%	1.53%	Q4 2021	Q3 2023	8
Capital Investment Advisory Services, LLC	4	4	0.01%	0.02%	0.03%	Q4 2018	Q3 2023	8
Colorado Capital Management, Inc.	8	8	0.14%	0.19%	0.25%	Q4 2021	Q3 2023	8
Citizens National Bank Trust Department	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Sierra Capital LLC	8	8	0.00%	0.00%	0.03%	Q1 2021	Q4 2022	8
TEACHERS ADVISORS, LLC	5	3	0.00%	0.00%	0.00%	Q3 2015	Q4 2017	8
Belpointe Asset Management LLC	7	1	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	8
NEXT CENTURY GROWTH INVESTORS LLC	6	2	0.16%	0.36%	0.53%	Q2 2013	Q3 2023	8
SHIKIAR ASSET MANAGEMENT INC	6	2	0.09%	0.71%	3.42%	Q1 2016	Q3 2023	8
Ascent Group, LLC	8	8	0.05%	0.09%	0.10%	Q4 2021	Q3 2023	8
DRIVE WEALTH MANAGEMENT, LLC	8	8	0.28%	0.36%	0.43%	Q4 2021	Q3 2023	8
Lakeside Advisors, INC.	8	8	0.15%	0.83%	1.46%	Q4 2021	Q3 2023	8
First Capital Advisors Group, LLC.	5	1	0.11%	0.27%	0.43%	Q4 2017	Q2 2023	8
FirstPurpose Wealth LLC	8	8	0.26%	0.33%	0.46%	Q4 2021	Q3 2023	8
Capital Research Global Investors	4	4	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	8
CVA Family Office, LLC	7	1	0.02%	0.03%	0.03%	Q2 2021	Q2 2023	8
SteelPeak Wealth, LLC	4	3	0.00%	0.02%	0.03%	Q4 2021	Q3 2023	8
BAILARD, INC.	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Minot Wealth Management LLC	8	8	0.16%	0.30%	0.78%	Q3 2020	Q2 2022	8
Callan Capital, LLC	8	8	0.03%	0.04%	0.06%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.00%	0.00%	0.00%	Q2 2013	Q1 2015	8
Americana Partners, LLC	7	1	0.02%	0.31%	0.51%	Q4 2019	Q3 2023	8
LRT Capital Management, LLC	8	8	0.79%	1.78%	4.31%	Q4 2021	Q3 2023	8
AGRAN LIBBIE	8	8	0.05%	0.08%	0.12%	Q1 2015	Q4 2016	8
Guardian Wealth Management, Inc.	8	8	0.06%	0.08%	0.09%	Q4 2021	Q3 2023	8
Byrne Asset Management LLC	8	8	0.20%	0.25%	0.37%	Q4 2021	Q3 2023	8
KENFARB & CO.	8	8	0.16%	0.19%	0.24%	Q4 2021	Q3 2023	8
Horizon Investments, LLC	4	1	0.00%	0.04%	0.14%	Q4 2016	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.06%	0.12%	0.18%	Q4 2021	Q3 2023	8
GREAT WEST LIFE ASSURANCE CO /CAN/	6	2	0.00%	0.02%	0.03%	Q2 2013	Q2 2016	8
Missouri Trust & Investment Co	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
Western Pacific Wealth Management, LP	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Lynch Asset Management, Inc.	8	8	4.15%	5.29%	6.38%	Q4 2021	Q3 2023	8
Winfield Associates, Inc.	8	8	0.01%	0.01%	0.02%	Q1 2016	Q4 2017	8
China Universal Asset Management Co., Ltd.	8	8	0.00%	0.89%	1.65%	Q4 2021	Q3 2023	8
FOX RUN MANAGEMENT, L.L.C.	2	1	0.06%	0.17%	0.30%	Q2 2016	Q2 2023	8
TURNER INVESTMENTS LLC	8	8	0.00%	0.02%	0.06%	Q2 2013	Q1 2015	8
FNY Investment Advisers, LLC	4	1	0.01%	0.55%	2.76%	Q3 2019	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Stiles Financial Services Inc	8	8	1.09%	1.41%	1.86%	Q4 2021	Q3 2023	8
Wilson & Boucher Capital Management, LLC	8	8	2.71%	3.60%	4.86%	Q4 2021	Q3 2023	8
PRINCETON CAPITAL MANAGEMENT INC	8	8	0.96%	1.45%	2.11%	Q4 2015	Q3 2017	8
Washington Trust Advisors, Inc.	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Badgley Phelps Wealth Managers, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Polaris Wealth Advisory Group, LLC	5	1	0.00%	0.32%	0.52%	Q2 2016	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.02%	0.11%	0.21%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	8
DMC Group, LLC	8	8	1.04%	1.18%	1.31%	Q4 2021	Q3 2023	8
CIDEL ASSET MANAGEMENT INC	8	8	0.04%	0.16%	0.22%	Q4 2014	Q3 2016	8
Gary Goldberg Planning Services Inc	8	8	0.06%	0.28%	0.46%	Q1 2013	Q4 2014	8
Bell Investment Advisors, Inc	6	2	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	8
Family Capital Trust Co	8	8	1.19%	1.39%	1.77%	Q2 2013	Q1 2015	8
Cullen Capital Management, LLC	8	8	0.02%	0.07%	0.11%	Q4 2016	Q3 2018	8
Delos Wealth Advisors, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
GREAT VALLEY ADVISOR GROUP, INC.	6	2	0.01%	0.05%	0.12%	Q4 2018	Q3 2023	8
LAKE STREET PRIVATE WEALTH, LLC	8	8	0.04%	0.06%	0.06%	Q4 2021	Q3 2023	8
SELDON CAPITAL LP	8	8	0.09%	0.16%	0.23%	Q4 2021	Q3 2023	8
Whitnell & Co.	4	1	0.00%	0.00%	0.01%	Q3 2015	Q2 2018	8
Glen Harbor Capital Management LLC	8	8	0.01%	0.01%	0.01%	Q4 2016	Q3 2018	8
FourThought Financial, LLC	8	8	0.04%	0.07%	0.08%	Q4 2020	Q3 2022	8
Alaethes Wealth LLC	8	8	0.54%	0.83%	1.10%	Q4 2021	Q3 2023	8
YOUSIF CAPITAL MANAGEMENT, LLC	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.08%	0.13%	0.29%	Q4 2021	Q3 2023	8
Connectus Wealth, LLC	8	8	0.03%	0.05%	0.09%	Q4 2021	Q3 2023	8
Meadow Creek Investment Management LLC	8	8	0.01%	0.02%	0.02%	Q4 2016	Q3 2018	8
Elkfork Partners LLC	8	8	0.02%	0.02%	0.02%	Q4 2016	Q3 2018	8
CX Institutional	7	1	0.00%	0.01%	0.02%	Q1 2020	Q2 2022	8
HARVEST GROUP WEALTH MANAGEMENT, LLC	8	8	0.03%	0.03%	0.04%	Q1 2019	Q4 2020	8
Full Sail Capital, LLC	6	2	0.02%	0.08%	0.13%	Q1 2019	Q2 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.10%	0.12%	0.17%	Q4 2020	Q3 2022	8
Bruderman Asset Management, LLC	6	2	0.01%	0.41%	0.72%	Q1 2015	Q1 2019	8
Destiny Wealth Partners, LLC	6	2	0.00%	0.00%	0.01%	Q4 2020	Q4 2022	8
Savant Capital, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Diversified, LLC	4	1	0.09%	0.11%	0.13%	Q4 2020	Q3 2023	8
Mystic Asset Management, Inc.	8	8	0.44%	0.58%	0.72%	Q4 2021	Q3 2023	8
UMB Bank, n.a.	8	8	0.04%	0.05%	0.07%	Q4 2021	Q3 2023	8
Joseph P. Lucia & Associates, LLC	4	2	0.01%	0.02%	0.02%	Q1 2020	Q2 2022	8
Neuburgh Advisers LLC	8	8	0.01%	0.01%	0.02%	Q4 2016	Q3 2018	8
Morningstar Investment Services LLC	8	8	0.19%	0.41%	0.57%	Q2 2013	Q1 2015	8
Strategic Wealth Partners, Ltd.	8	8	0.00%	0.02%	0.04%	Q4 2017	Q3 2019	8
Douglas C. Lane & Associates, Inc.	8	8	0.12%	0.40%	0.55%	Q1 2014	Q4 2015	8
BARINGS LLC	6	2	0.01%	0.01%	0.05%	Q2 2013	Q2 2016	8
Constellation Wealth Advisors, LLC	8	8	0.03%	0.05%	0.06%	Q3 2013	Q2 2015	8
Artisan Partners Limited Partnership	5	3	0.01%	0.10%	0.24%	Q2 2016	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.00%	0.04%	0.14%	Q2 2013	Q1 2015	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
William Allan Corp	8	8	0.15%	0.22%	0.30%	Q4 2021	Q3 2023	8
Lido Advisors, LLC	8	8	0.00%	0.02%	0.09%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.04%	0.05%	0.08%	Q4 2021	Q3 2023	8
PACES FERRY WEALTH ADVISORS, LLC	4	1	0.13%	0.20%	0.26%	Q3 2020	Q3 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.34%	0.48%	0.59%	Q4 2021	Q3 2023	8
CACTI ASSET MANAGEMENT LLC	8	8	0.05%	0.07%	0.10%	Q1 2022	Q4 2023	8
BENJAMIN EDWARDS INC	8	8	0.00%	0.02%	0.07%	Q4 2021	Q3 2023	8
LMR Partners LLP	2	2	0.01%	0.17%	0.45%	Q2 2022	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.01%	0.02%	0.03%	Q2 2013	Q4 2014	7
Alpha Cubed Investments, LLC	6	1	0.01%	0.20%	0.29%	Q3 2015	Q3 2023	7
KCM INVESTMENT ADVISORS LLC	7	7	0.02%	0.02%	0.02%	Q1 2015	Q3 2016	7
Shilanski & Associates, Inc.	4	3	0.11%	0.16%	0.20%	Q4 2021	Q3 2023	7
Three Bridge Wealth Advisors, LLC	7	7	0.43%	0.64%	0.93%	Q1 2022	Q3 2023	7
VONTOBEL ASSET MANAGEMENT INC	7	7	0.03%	0.04%	0.05%	Q2 2014	Q4 2015	7
SKBA CAPITAL MANAGEMENT LLC	7	7	0.04%	1.36%	2.04%	Q1 2017	Q3 2018	7
Placemark Investments, Inc.	7	7	0.18%	0.26%	0.49%	Q2 2013	Q4 2014	7
Epoch Investment Partners, Inc.	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Nan Shan Life Insurance Co., Ltd.	7	7	0.07%	0.38%	0.79%	Q3 2015	Q1 2017	7
Timber Hill LLC	3	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2016	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.06%	0.07%	0.10%	Q4 2021	Q2 2023	7
American Money Management, LLC	7	7	0.24%	0.30%	0.36%	Q4 2013	Q2 2015	7
CKW FINANCIAL GROUP	7	7	0.02%	0.03%	0.04%	Q4 2013	Q2 2015	7
Vantage Investment Partners, LLC	7	7	2.71%	3.49%	4.35%	Q1 2022	Q3 2023	7
MARK SHEPTOFF FINANCIAL PLANNING, LLC	4	1	0.00%	0.02%	0.06%	Q3 2015	Q3 2023	7
American Trust	7	7	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	7
Edge Advisors, LLC	7	7	0.01%	0.01%	0.02%	Q4 2016	Q2 2018	7
Kolinsky Wealth Management, LLC	7	7	0.30%	0.47%	0.61%	Q1 2022	Q3 2023	7
CHANNING GLOBAL ADVISORS, LLC	7	7	0.02%	0.08%	0.22%	Q4 2021	Q2 2023	7
SJS Investment Consulting Inc.	5	2	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	7
Main Street Research LLC	7	7	2.43%	5.82%	7.95%	Q1 2022	Q3 2023	7
BSW Wealth Partners	5	2	0.08%	0.14%	0.20%	Q3 2020	Q3 2023	7
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	7	7	0.62%	1.07%	1.38%	Q3 2021	Q1 2023	7
NorthCrest Asset Manangement, LLC	7	7	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	7
FCA CORP /TX	4	3	0.08%	0.10%	0.14%	Q4 2021	Q3 2023	7
STEEL GROVE CAPITAL ADVISORS, LLC	5	2	0.03%	0.06%	0.08%	Q4 2017	Q3 2023	7
Bank of New Hampshire	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
KB FINANCIAL PARTNERS, LLC	6	1	0.00%	0.15%	0.29%	Q4 2021	Q3 2023	7
Bayesian Capital Management, LP	4	1	0.04%	0.25%	0.56%	Q2 2017	Q4 2022	7
Canvas Wealth Advisors, LLC	4	3	0.09%	0.11%	0.13%	Q1 2021	Q1 2023	7
STERNE AGEE GROUP, INC.	5	2	0.34%	0.58%	0.74%	Q2 2013	Q1 2015	7
Atria Wealth Solutions, Inc.	7	7	0.00%	0.02%	0.04%	Q1 2022	Q3 2023	7
Intersect Capital LLC	5	2	0.02%	0.06%	0.13%	Q4 2014	Q2 2022	7
BEACON FINANCIAL GROUP	7	7	0.08%	0.12%	0.18%	Q3 2013	Q1 2015	7
GREAT LAKES ADVISORS, LLC	4	3	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.02%	0.03%	0.03%	Q1 2021	Q4 2022	7
Integrated Wealth Management	7	7	0.00%	0.01%	0.02%	Q1 2015	Q3 2016	7
SYMONS CAPITAL MANAGEMENT INC	7	7	2.31%	3.71%	5.99%	Q3 2013	Q1 2015	7
Borer Denton & Associates, Inc.	7	7	2.47%	3.32%	4.38%	Q1 2022	Q3 2023	7
DSM CAPITAL PARTNERS LLC	7	7	0.00%	0.00%	0.00%	Q2 2014	Q4 2015	7
IMA Wealth, Inc.	4	3	0.00%	0.00%	0.00%	Q2 2018	Q1 2023	7
Beacon Capital Management, LLC	7	7	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	7
WEST PACES ADVISORS INC.	5	2	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	7
Aaron Wealth Advisors LLC	7	7	0.03%	0.21%	0.31%	Q1 2022	Q3 2023	7
Vise Technologies, Inc.	7	7	0.15%	0.34%	0.43%	Q1 2022	Q3 2023	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
LEVY HARKINS & CO INC/	7	7	2.75%	3.54%	4.04%	Q3 2016	Q1 2018	7
Oak Grove Capital LLC	7	7	0.10%	3.04%	5.70%	Q1 2022	Q3 2023	7
Resonant Capital Advisors, LLC	4	3	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	7
DEERE & CO	3	1	0.06%	0.09%	0.11%	Q3 2013	Q2 2016	7
Optas, LLC	7	7	0.08%	0.13%	0.16%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.25%	0.31%	0.38%	Q1 2022	Q3 2023	7
FIRST NATIONAL TRUST CO	4	3	0.01%	0.02%	0.03%	Q3 2017	Q3 2023	7
Kalos Management, Inc.	6	1	0.00%	1.68%	2.63%	Q4 2015	Q1 2018	7
Horan Securities, Inc.	7	7	0.01%	0.01%	0.02%	Q4 2021	Q2 2023	7
S.A. Mason LLC	7	7	0.27%	0.37%	0.49%	Q1 2022	Q3 2023	7
Jaffetilchin Investment Partners, LLC	3	1	0.12%	0.18%	0.41%	Q2 2013	Q4 2015	7
SHAPIRO ROBERT N	7	7	0.05%	0.07%	0.09%	Q2 2013	Q4 2014	7
South Street Advisors LLC	7	7	1.94%	3.94%	4.98%	Q1 2022	Q3 2023	7
ATTICUS WEALTH MANAGEMENT, LLC	7	7	0.00%	0.05%	0.17%	Q1 2022	Q3 2023	7
Firestone Capital Management	7	7	0.00%	0.00%	0.00%	Q1 2020	Q3 2021	7
Kathmere Capital Management, LLC	7	7	0.04%	0.15%	0.25%	Q1 2022	Q3 2023	7
KINGS POINT CAPITAL MANAGEMENT	7	7	0.01%	0.01%	0.01%	Q4 2014	Q2 2016	7
1900 WEALTH MANAGEMENT LLC	7	7	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	7
Gyon Technologies Capital Management, LP	4	1	0.13%	0.64%	2.83%	Q1 2020	Q2 2022	7
Savior LLC	7	7	0.00%	0.00%	0.01%	Q4 2019	Q2 2021	7
Atlas Brown,Inc.	4	3	0.08%	0.12%	0.16%	Q4 2021	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	7
Weaver Consulting Group	7	7	0.00%	0.00%	0.01%	Q1 2019	Q3 2020	7
Meridian Wealth Management, LLC	6	1	0.02%	0.12%	0.36%	Q2 2019	Q3 2023	7
Moreno Evelyn V	7	7	0.10%	0.15%	0.21%	Q1 2022	Q3 2023	7
Advisor OS, LLC	7	7	0.14%	0.17%	0.22%	Q1 2022	Q3 2023	7
Abbrea Capital, LLC	4	3	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	7
Autumn Glory Partners, LLC	5	2	0.20%	0.84%	1.18%	Q4 2021	Q3 2023	7
Abundance Wealth Counselors	5	1	0.02%	0.07%	0.09%	Q1 2021	Q3 2023	7
Smithfield Trust Co	7	7	0.02%	0.03%	0.04%	Q3 2013	Q1 2015	7
QUANTUM CAPITAL MANAGEMENT	5	2	0.03%	0.06%	0.10%	Q1 2015	Q3 2020	7
Rathbones Group PLC	6	1	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	7
Advisors Capital Management, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Avestar Capital, LLC	7	7	0.01%	0.01%	0.02%	Q4 2017	Q2 2019	7
Graves Light Lenhart Wealth, Inc.	7	7	0.01%	0.02%	0.02%	Q4 2020	Q2 2022	7
Caption Management, LLC	3	1	0.00%	0.08%	0.29%	Q3 2018	Q3 2023	7
BDO Wealth Advisors, LLC	4	1	0.00%	0.00%	0.01%	Q4 2017	Q2 2023	7
Quantamental Technologies LLC	2	1	0.02%	0.43%	0.95%	Q1 2019	Q2 2023	7
HB Wealth Management, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Leonetti & Associates, LLC	6	6	1.32%	1.45%	1.56%	Q1 2015	Q2 2016	6
Richard C. Young & CO., LTD.	6	6	1.63%	1.79%	2.12%	Q1 2019	Q2 2020	6
Boston Partners	6	6	0.14%	0.15%	0.17%	Q4 2018	Q1 2020	6
Eudaimonia Partners, LLC	6	6	0.00%	0.01%	0.03%	Q4 2019	Q1 2021	6
Crosspoint Capital Strategies, LLC	5	1	0.00%	0.02%	0.06%	Q4 2013	Q4 2015	6
Stifel Trust Company, N.A.	6	6	1.68%	1.96%	2.22%	Q2 2013	Q3 2014	6
Jasper Ridge Partners, L.P.	6	6	0.02%	0.02%	0.03%	Q2 2013	Q3 2014	6
McAdams Wright Ragen, Inc.	6	6	0.67%	0.73%	0.80%	Q2 2013	Q3 2014	6
Mitsubishi UFJ Asset Management Co., Ltd.	6	6	0.00%	0.00%	0.00%	Q4 2021	Q1 2023	6
Wagner Wealth Management, LLC	4	2	0.02%	0.04%	0.05%	Q1 2021	Q3 2022	6
Sandhill Capital Partners LLC	4	2	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	6
Freedom Day Solutions, LLC	6	6	0.77%	0.90%	1.01%	Q2 2022	Q3 2023	6
Invictus RG Pte. Ltd.	4	2	0.01%	0.02%	0.06%	Q1 2014	Q3 2015	6
AMERICAN NATIONAL BANK	3	3	0.01%	0.04%	0.07%	Q3 2015	Q3 2023	6
HRT FINANCIAL LP	3	1	0.00%	0.02%	0.05%	Q1 2019	Q1 2022	6
Worth Asset Management, LLC	6	6	0.02%	0.04%	0.08%	Q1 2022	Q2 2023	6
Detwiler Fenton Investment Management LLC	6	6	3.25%	4.24%	5.08%	Q1 2014	Q2 2015	6
InterOcean Capital Group, LLC	6	6	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.01%	0.01%	0.01%	Q4 2020	Q1 2022	6
KMS FINANCIAL SERVICES, INC	6	6	0.06%	0.08%	0.09%	Q2 2013	Q3 2014	6
Hemenway Trust Co LLC	4	2	0.03%	0.06%	0.09%	Q3 2015	Q3 2023	6
Naviter Wealth, LLC	6	6	0.65%	0.79%	1.00%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	6
Optiver Holding B.V.	5	1	0.00%	0.01%	0.01%	Q3 2021	Q1 2023	6
REGENTATLANTIC CAPITAL LLC	5	1	0.01%	0.01%	0.01%	Q4 2014	Q3 2022	6
Y-Intercept (Hong Kong) Ltd	2	1	0.13%	0.21%	0.43%	Q4 2020	Q3 2023	6
AT Bancorp	6	6	0.04%	0.24%	0.49%	Q1 2016	Q2 2017	6
Capital Advisors, Ltd. LLC	6	6	0.02%	0.02%	0.02%	Q3 2021	Q4 2022	6
BlackRock Fund Advisors	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Spectrum Asset Management, Inc. (NB/CA)	6	6	1.07%	1.41%	1.65%	Q1 2015	Q2 2016	6
Dakota Wealth Management	6	6	0.05%	0.07%	0.10%	Q2 2022	Q3 2023	6
Heirloom Wealth Management	4	2	2.22%	2.69%	3.06%	Q1 2022	Q3 2023	6
NatWest Group plc	6	6	0.00%	0.01%	0.02%	Q4 2013	Q1 2015	6
Capital Analysts, LLC	3	1	0.00%	0.01%	0.03%	Q3 2016	Q3 2023	6
Hirtle Callaghan & Co LLC	6	6	0.11%	0.15%	0.20%	Q3 2013	Q4 2014	6
AXXCESS WEALTH MANAGEMENT, LLC	5	1	0.02%	0.08%	0.14%	Q4 2021	Q3 2023	6
FIRST FOUNDATION ADVISORS	6	6	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	6
Perennial Advisors, LLC	6	6	0.00%	0.00%	0.00%	Q4 2016	Q1 2018	6
1919 Investment Counsel, LLC	6	6	0.17%	0.28%	0.41%	Q2 2013	Q3 2014	6
APPLETON PARTNERS INC/MA	5	1	0.02%	0.05%	0.07%	Q4 2013	Q4 2023	6
INSIGHT 2811, INC.	6	6	0.18%	0.24%	0.31%	Q1 2015	Q2 2016	6
DELTA ASSET MANAGEMENT LLC/TN	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Marshall Wace North America L.P.	2	1	0.00%	0.03%	0.14%	Q1 2017	Q3 2021	6
Martin Investment Management, LLC	2	1	0.04%	2.49%	7.93%	Q1 2014	Q3 2023	6
Global Endowment Management, LP	6	6	0.57%	0.90%	1.38%	Q3 2016	Q4 2017	6
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3	1	0.05%	0.19%	0.30%	Q3 2021	Q3 2023	6
MANCHESTER FINANCIAL INC	6	6	0.00%	0.01%	0.01%	Q4 2019	Q1 2021	6
Ironwood Investment Counsel, LLC	4	2	0.06%	0.06%	0.07%	Q1 2022	Q3 2023	6
DGS Capital Management, LLC	6	6	1.24%	1.60%	1.86%	Q4 2021	Q1 2023	6
Natixis Investment Managers International	6	6	0.00%	0.00%	0.01%	Q2 2017	Q3 2018	6
Wedmont Private Capital	6	6	0.04%	0.05%	0.06%	Q2 2022	Q3 2023	6
VALLEY WEALTH MANAGERS, INC.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
ACCURATE INVESTMENT SOLUTIONS, INC.	6	6	0.00%	0.00%	0.00%	Q4 2016	Q1 2018	6
M Holdings Securities, Inc.	5	1	0.02%	0.03%	0.04%	Q3 2014	Q1 2023	6
CAPITAL INTERNATIONAL LTD /CA/	6	6	0.08%	0.17%	0.24%	Q2 2022	Q3 2023	6
TUDOR INVESTMENT CORP ET AL	3	1	0.01%	0.05%	0.15%	Q4 2021	Q3 2023	6
Capital International Sarl	6	6	0.06%	0.10%	0.13%	Q2 2022	Q3 2023	6
MASON STREET ADVISORS, LLC	6	6	0.07%	0.08%	0.09%	Q3 2013	Q4 2014	6
LEUTHOLD GROUP, LLC	4	2	0.06%	0.11%	0.18%	Q2 2013	Q3 2020	6
Aevitas Wealth Management, Inc.	6	6	0.09%	0.09%	0.10%	Q4 2017	Q1 2019	6
Camarda Financial Advisors, LLC	2	1	0.00%	0.08%	0.37%	Q2 2013	Q3 2022	6
LOEB PARTNERS CORP	5	1	0.00%	0.26%	0.43%	Q3 2013	Q2 2018	6
Sterling Investment Advisors, Ltd.	6	6	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	6
GODSEY & GIBB, INC	4	1	0.01%	0.01%	0.03%	Q2 2021	Q3 2023	6
Larson Financial Group LLC	6	6	0.00%	0.00%	0.02%	Q2 2022	Q3 2023	6
Pinkerton Retirement Specialists, LLC	3	3	0.13%	0.31%	0.56%	Q2 2016	Q3 2023	6
Peachtree Investment Partners, LLC	4	2	0.09%	0.29%	0.88%	Q4 2021	Q3 2023	6
ELLINGTON MANAGEMENT GROUP LLC	2	1	0.04%	0.23%	0.66%	Q2 2013	Q3 2019	6
Brookfield Asset Management	3	1	0.01%	0.04%	0.07%	Q1 2021	Q4 2022	6
FIRST CITIZENS BANK & TRUST CO	6	6	0.01%	0.01%	0.03%	Q2 2022	Q3 2023	6
Quantinno Capital Management LP	6	6	0.04%	0.20%	0.50%	Q2 2022	Q3 2023	6
Certified Advisory Corp	6	6	0.01%	0.01%	0.02%	Q4 2017	Q1 2019	6
ICON ADVISERS INC/CO	3	1	0.03%	0.18%	0.31%	Q2 2013	Q4 2016	6
BALASA DINVERNO & FOLTZ LLC	6	6	0.02%	0.02%	0.02%	Q2 2021	Q3 2022	6
Blueprint Investment Partners LLC	3	3	0.04%	0.09%	0.13%	Q3 2021	Q1 2023	6
BANK OF THE WEST	4	2	0.04%	0.06%	0.07%	Q1 2015	Q3 2016	6
Apeiron RIA LLC	5	1	0.10%	0.13%	0.15%	Q1 2022	Q3 2023	6
New England Research & Management, Inc.	3	1	0.16%	0.30%	0.54%	Q4 2013	Q4 2016	6
CANANDAIGUA NATIONAL CORP	6	6	0.11%	0.15%	0.20%	Q3 2021	Q4 2022	6
Mathes Company, Inc.	3	1	0.08%	0.22%	0.66%	Q4 2021	Q3 2023	6
Indie Asset Partners, LLC	3	3	0.22%	0.23%	0.25%	Q4 2021	Q3 2023	6
Granahan Investment Management	6	6	0.01%	0.03%	0.04%	Q3 2016	Q4 2017	6
CAPE ANN SAVINGS BANK	6	6	0.31%	0.34%	0.37%	Q1 2015	Q2 2016	6
AUGUSTINE ASSET MANAGEMENT INC	4	2	1.47%	2.48%	3.08%	Q1 2015	Q3 2016	6
GABELLI FUNDS LLC	4	2	0.01%	0.02%	0.03%	Q2 2020	Q3 2023	6
Parisi Gray Wealth Management	6	6	0.01%	0.01%	0.01%	Q4 2017	Q1 2019	6
Harbour Capital Advisors, LLC	3	1	0.01%	0.16%	0.23%	Q2 2015	Q4 2023	6
WealthTrust Fairport, LLC	3	3	0.00%	0.00%	0.00%	Q2 2014	Q3 2018	6
Procyon Advisors, LLC	3	3	0.00%	0.10%	0.35%	Q4 2019	Q3 2023	6
Ariel Investments	6	6	0.00%	0.00%	0.01%	Q2 2020	Q3 2021	6
WELLINGTON MANAGEMENT GROUP LLP	6	6	0.00%	0.00%	0.00%	Q3 2014	Q4 2015	6
Aperture Investors, LLC	6	6	0.24%	0.63%	0.90%	Q2 2022	Q3 2023	6
Franklin, Parlapiano, Turner & Welch, LLC	6	6	0.01%	0.01%	0.02%	Q4 2015	Q1 2017	6
Consolidated Planning Corp	6	6	0.93%	1.23%	1.53%	Q2 2022	Q3 2023	6
SEI TRUST CO	6	6	0.02%	0.02%	0.04%	Q2 2013	Q3 2014	6
Grove Bank & Trust	3	1	0.00%	0.05%	0.09%	Q4 2015	Q3 2023	6
BEESE FULMER INVESTMENT MANAGEMENT, INC.	4	1	0.01%	0.95%	1.67%	Q2 2020	Q3 2023	5
MACROVIEW INVESTMENT MANAGEMENT LLC	2	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	5
Horan Capital Advisors, LLC.	2	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2020	5
ARMSTRONG HENRY H ASSOCIATES INC	5	5	0.09%	0.11%	0.15%	Q3 2022	Q3 2023	5
Princeton Alpha Management LP	2	1	0.06%	0.10%	0.21%	Q1 2014	Q3 2016	5
AEGON ASSET MANAGEMENT UK PLC	5	5	0.00%	0.00%	0.00%	Q2 2022	Q2 2023	5
Joel Isaacson & Co., LLC	4	1	0.02%	0.08%	0.13%	Q1 2016	Q3 2023	5
Wilmington Trust, National Association	5	5	0.03%	0.03%	0.04%	Q2 2013	Q2 2014	5
CAHILL FINANCIAL ADVISORS INC	4	1	0.03%	0.04%	0.05%	Q3 2021	Q3 2023	5
BANQUE PICTET & CIE SA	4	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	5
HANSBERGER GLOBAL INVESTORS INC/FL	5	5	0.22%	0.28%	0.38%	Q2 2013	Q2 2014	5
Partnervest Advisory Services LLC	5	5	0.01%	0.01%	0.01%	Q2 2013	Q2 2014	5
CLEAR STREET MARKETS LLC	4	1	0.01%	0.10%	0.31%	Q1 2014	Q3 2023	5
McNamara Financial Services, Inc.	4	1	0.03%	0.05%	0.07%	Q4 2014	Q3 2023	5
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	5	5	0.02%	0.06%	0.08%	Q4 2015	Q4 2016	5
VOYA INVESTMENT MANAGEMENT LLC	5	5	0.00%	0.01%	0.01%	Q3 2022	Q3 2023	5
PointState Capital LP	2	1	0.04%	0.08%	0.13%	Q1 2019	Q3 2021	5
Brick & Kyle, Associates	5	5	0.01%	0.02%	0.02%	Q3 2015	Q3 2016	5
Private Advisory Group LLC	4	1	0.05%	0.06%	0.08%	Q2 2022	Q3 2023	5
HAP Trading, LLC	1	1	0.00%	0.04%	0.16%	Q2 2019	Q2 2023	5
McKinley Carter Wealth Services, Inc.	2	1	0.00%	0.21%	0.32%	Q4 2013	Q3 2023	5
Westover Capital Advisors, LLC	5	5	0.08%	0.12%	0.14%	Q3 2022	Q3 2023	5
Lebenthal Holdings,LLC	5	5	0.12%	0.36%	0.58%	Q1 2015	Q1 2016	5
Diversified Trust Co	5	5	0.01%	0.02%	0.03%	Q4 2022	Q4 2023	5
Gupta Wealth Management LLC	5	5	0.01%	0.01%	0.02%	Q1 2015	Q1 2016	5
Endurance Wealth Management, Inc.	5	5	0.00%	0.00%	0.00%	Q1 2020	Q1 2021	5
PARADIGM ASSET MANAGEMENT CO LLC	5	5	0.02%	0.52%	1.15%	Q3 2022	Q3 2023	5
SYMPHONY ASSET MANAGEMENT LLC	4	1	0.03%	0.11%	0.15%	Q4 2013	Q4 2015	5
Hollow Brook Wealth Management LLC	5	5	0.47%	0.66%	0.75%	Q3 2022	Q3 2023	5
DORCHESTER WEALTH MANAGEMENT Co	5	5	0.10%	0.11%	0.12%	Q2 2022	Q2 2023	5
ANCORA FAMILY WEALTH ADVISORS, LLC	5	5	0.08%	0.09%	0.10%	Q3 2015	Q3 2016	5
Eagle Ridge Investment Management	4	1	0.02%	0.03%	0.03%	Q3 2021	Q3 2023	5
ASPIRIANT, LLC	4	1	0.01%	0.02%	0.02%	Q1 2017	Q3 2023	5
Saddle Road Partners, LLC	5	5	0.18%	0.30%	0.40%	Q4 2015	Q4 2016	5
Laurel Wealth Advisors, Inc.	5	5	0.03%	0.04%	0.04%	Q4 2021	Q4 2022	5
Gerber Kawasaki Wealth & Investment Management	4	1	0.00%	0.19%	0.35%	Q3 2021	Q3 2023	5
FORTE CAPITAL LLC /ADV	4	1	0.04%	0.04%	0.05%	Q2 2022	Q3 2023	5
Zuckerman Investment Group, LLC	5	5	0.05%	0.06%	0.08%	Q3 2022	Q3 2023	5
J.W. COLE ADVISORS, INC.	4	1	0.02%	0.03%	0.08%	Q3 2020	Q3 2023	5
Employees Retirement System of Texas	3	2	0.00%	0.03%	0.08%	Q3 2019	Q2 2022	5
AMG National Trust Bank	5	5	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	5
BRIDGES INVESTMENT MANAGEMENT INC	5	5	0.02%	0.04%	0.05%	Q3 2018	Q3 2019	5
Livingston Group Asset Management CO (operating as Southport Capital Management)	4	1	0.01%	0.06%	0.10%	Q3 2018	Q1 2022	5
Visium Asset Management, LP	3	1	0.01%	0.03%	0.08%	Q2 2013	Q4 2014	5
Harvest Fund Management Co., Ltd	5	5	0.00%	0.01%	0.04%	Q3 2022	Q3 2023	5
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	5	5	0.00%	0.02%	0.06%	Q3 2019	Q3 2020	5
FOUNDERS BANK & TRUST	5	5	0.03%	0.07%	0.09%	Q4 2013	Q4 2014	5
P.R. Herzig & Co. Inc.	4	1	0.69%	0.97%	1.27%	Q2 2015	Q3 2016	5
SPOT TRADING L.L.C.	2	2	0.01%	0.02%	0.02%	Q2 2017	Q3 2017	5
Geneva Partners, LLC	5	5	1.23%	2.48%	3.14%	Q3 2022	Q3 2023	5
ICA Group Wealth Management, LLC	5	5	0.00%	0.03%	0.06%	Q2 2022	Q2 2023	5
Citizens Business Bank	5	5	0.42%	0.61%	0.82%	Q4 2012	Q4 2013	5
Redwood Investment Management, LLC	3	1	0.12%	0.13%	0.14%	Q4 2017	Q3 2021	5
Sawyer & Company, Inc	5	5	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	5
One Wealth Advisors, LLC	4	1	0.00%	0.01%	0.01%	Q4 2017	Q1 2019	5
Exchange Capital Management, Inc.	3	2	0.00%	0.00%	0.00%	Q4 2014	Q3 2018	5
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	4	1	0.00%	0.01%	0.03%	Q3 2018	Q3 2023	5
TimesSquare Capital Management, LLC	5	5	0.01%	0.02%	0.02%	Q3 2022	Q3 2023	5
Laffer Tengler Investments, Inc.	5	5	0.01%	0.02%	0.02%	Q3 2022	Q3 2023	5
Lucia Wealth Services, LLC	3	2	0.09%	0.17%	0.28%	Q2 2018	Q3 2020	5
MayTech Global Investments, LLC	5	5	2.36%	4.07%	4.86%	Q3 2022	Q3 2023	5
G&S Capital LLC	5	5	0.01%	0.01%	0.02%	Q1 2019	Q1 2020	5
Ameritas Investment Company, LLC	3	1	0.01%	0.02%	0.04%	Q1 2019	Q1 2021	5
MAVERICK CAPITAL LTD	3	2	0.00%	0.01%	0.01%	Q3 2020	Q1 2023	5
MIDDLETON & CO INC/MA	5	5	0.15%	0.17%	0.20%	Q3 2017	Q3 2018	5
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	4	1	0.00%	0.02%	0.03%	Q4 2013	Q1 2015	5
VisionPoint Advisory Group, LLC	3	2	0.01%	0.09%	0.14%	Q1 2020	Q3 2023	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.02%	0.13%	0.21%	Q4 2016	Q4 2017	5
WILMINGTON TRUST CO	5	5	0.03%	0.04%	0.04%	Q2 2013	Q2 2014	5
Independent Family Office, LLC	5	5	0.18%	0.22%	0.26%	Q1 2020	Q1 2021	5
BARRETT & COMPANY, INC.	5	5	0.04%	0.05%	0.05%	Q3 2022	Q3 2023	5
TOCQUEVILLE ASSET MANAGEMENT L.P.	3	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	5
Summit Financial, LLC	5	5	0.02%	0.02%	0.03%	Q3 2022	Q3 2023	5
HABERER REGISTERED INVESTMENT ADVISOR INC	5	5	0.00%	0.00%	0.01%	Q3 2013	Q3 2014	5
ADVISOR PARTNERS II, LLC	5	5	0.23%	0.32%	0.39%	Q3 2022	Q3 2023	5
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	4	1	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	5
TITLEIST CAPITAL, LLC	5	5	0.07%	0.09%	0.12%	Q4 2021	Q4 2022	5
THOMPSON SIEGEL & WALMSLEY LLC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2020	5
CAPITAL ADVISORS INC/OK	5	5	0.01%	0.05%	0.21%	Q3 2022	Q3 2023	5
Red Door Wealth Management, LLC	2	1	0.00%	0.03%	0.08%	Q1 2020	Q3 2023	5
PRICE T ROWE ASSOCIATES INC /MD/	4	1	0.00%	0.06%	0.11%	Q1 2020	Q3 2023	5
Venture Visionary Partners LLC	4	1	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	5
ASSOCIATED BANC-CORP	4	1	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	5
OppenheimerFunds, Inc.	3	2	0.08%	0.10%	0.12%	Q1 2013	Q4 2014	5
Adero Partners, LLC	4	1	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	5
SENTINEL PENSION ADVISORS INC	5	5	0.08%	0.09%	0.10%	Q2 2021	Q2 2022	5
HighMark Wealth Management LLC	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
Orion Portfolio Solutions, LLC	4	1	0.00%	0.09%	0.24%	Q4 2019	Q3 2023	5
Center for Financial Planning, Inc.	2	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	5
CURIAN CAPITAL LLC	3	2	0.10%	0.11%	0.14%	Q2 2013	Q4 2015	5
Intelligence Driven Advisers, LLC	5	5	0.04%	0.05%	0.06%	Q3 2022	Q3 2023	5
State of Wyoming	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
XTX Topco Ltd	2	1	0.07%	0.16%	0.21%	Q1 2021	Q2 2023	5
44 WEALTH MANAGEMENT LLC	5	5	0.12%	0.16%	0.19%	Q2 2022	Q2 2023	5
Ten Capital Wealth Advisors, LLC	3	1	0.00%	0.03%	0.05%	Q4 2020	Q2 2023	5
TCG Advisory Services, LLC	3	1	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	5
Baron Wealth Management LLC	5	5	0.14%	0.18%	0.23%	Q4 2022	Q4 2023	5
Coppell Advisory Solutions LLC	4	1	0.24%	0.46%	0.55%	Q4 2020	Q3 2023	5
Chesley Taft & Associates LLC	3	2	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	5
Koss-Olinger Consulting, LLC	5	5	0.04%	0.04%	0.05%	Q1 2021	Q1 2022	5
Pallas Capital Advisors LLC	4	1	0.03%	0.04%	0.05%	Q2 2021	Q3 2023	5
Harrison & Co Wealth Management, LLC	5	5	0.91%	0.98%	1.12%	Q4 2021	Q4 2022	5
OLIVER LAGORE VANVALIN INVESTMENT GROUP	5	5	0.00%	0.09%	0.26%	Q3 2022	Q3 2023	5
Zullo Investment Group, Inc.	5	5	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	5
Perceptive Advisors	4	4	0.01%	0.30%	0.87%	Q2 2015	Q1 2016	5
Red Tortoise LLC	4	1	0.03%	0.04%	0.05%	Q3 2021	Q3 2023	5
Global Wealth Strategies & Associates	5	5	0.01%	0.01%	0.01%	Q4 2022	Q4 2023	5
BMS Financial Advisors, LLC	5	5	0.37%	0.45%	0.60%	Q2 2022	Q2 2023	5
ANGELES WEALTH MANAGEMENT, LLC	5	5	0.09%	0.24%	0.34%	Q3 2022	Q3 2023	5
Oxbow Advisors, LLC	5	5	0.20%	0.27%	0.32%	Q2 2017	Q2 2018	5
FNY Partners Fund LP	5	5	0.02%	0.60%	1.02%	Q4 2016	Q4 2017	5
SCHAFER CULLEN CAPITAL MANAGEMENT INC	5	5	0.15%	0.17%	0.20%	Q3 2017	Q3 2018	5
Redhawk Wealth Advisors, Inc.	4	4	0.15%	0.24%	0.37%	Q4 2022	Q3 2023	4
Werba Rubin Papier Wealth Management	4	4	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	4
HOLLENCREST CAPITAL MANAGEMENT	4	4	0.03%	0.04%	0.06%	Q4 2022	Q3 2023	4
THOMASPARTNERS, INC.	4	4	0.00%	0.00%	0.01%	Q4 2014	Q3 2015	4
New Millennium Group LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
LORD, ABBETT & CO. LLC	4	4	0.12%	0.21%	0.36%	Q1 2022	Q4 2022	4
ARMISTICE CAPITAL, LLC	4	4	0.61%	0.66%	0.74%	Q4 2022	Q3 2023	4
JMAC ENTERPRISES LLC	4	4	0.06%	0.08%	0.09%	Q2 2022	Q1 2023	4
WEST BANCORPORATION INC	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
Colony Family Offices, LLC	4	4	0.21%	0.23%	0.25%	Q2 2022	Q1 2023	4
HOEY INVESTMENTS, INC	3	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	4
TRUST DEPARTMENT MB FINANCIAL BANK N A	3	1	0.00%	0.00%	0.00%	Q2 2015	Q3 2018	4
Accretive Wealth Partners, LLC	4	4	0.29%	0.31%	0.33%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.10%	0.12%	0.15%	Q4 2022	Q3 2023	4
Stonegate Investment Group, LLC	4	4	0.05%	0.06%	0.07%	Q4 2022	Q3 2023	4
Ahrens Investment Partners LLC	3	1	0.01%	0.01%	0.02%	Q4 2021	Q1 2023	4
FIRST FINANCIAL CORP /IN/	3	1	0.00%	0.09%	0.34%	Q3 2022	Q3 2023	4
Opal Wealth Advisors, LLC	4	4	0.10%	0.13%	0.16%	Q4 2022	Q3 2023	4
Blume Capital Management, Inc.	2	2	0.01%	0.01%	0.01%	Q2 2016	Q3 2023	4
CHANNEL WEALTH LLC	4	4	0.62%	0.94%	1.50%	Q1 2023	Q4 2023	4
Cascadia Advisory Services, LLC	3	1	0.44%	0.50%	0.60%	Q3 2020	Q3 2021	4
OKABENA INVESTMENT SERVICES INC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
McClarren Financial Advisors, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Vident Investment Advisory, LLC	3	1	0.01%	0.04%	0.06%	Q2 2022	Q2 2023	4
Summit Trail Advisors, LLC	3	1	0.01%	0.01%	0.02%	Q4 2017	Q3 2023	4
Sio Capital Management, LLC	2	1	1.32%	2.00%	2.47%	Q2 2016	Q3 2019	4
FULTON BANK, N.A.	3	1	0.01%	0.02%	0.02%	Q1 2019	Q4 2023	4
FourThought Financial Partners, LLC	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
AMJ Financial Wealth Management	3	1	2.19%	3.19%	4.12%	Q2 2022	Q3 2023	4
WADE G W & INC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
CONDOR CAPITAL MANAGEMENT	4	4	0.20%	0.22%	0.25%	Q4 2022	Q3 2023	4
DecisionPoint Financial, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG)	4	4	0.52%	0.58%	0.69%	Q4 2015	Q3 2016	4
BlueCrest Capital Management Ltd	4	4	0.01%	0.01%	0.02%	Q1 2018	Q4 2018	4
Wealth Advisory Solutions, LLC	4	4	0.88%	0.98%	1.16%	Q3 2022	Q2 2023	4
Lion Street Advisors, LLC	2	1	0.07%	0.46%	0.62%	Q1 2020	Q3 2023	4
US FINANCIAL ADVISORS, LLC	4	4	0.00%	0.01%	0.01%	Q2 2015	Q1 2016	4
SYSTM Wealth Solutions LLC	4	4	0.12%	0.21%	0.32%	Q4 2022	Q3 2023	4
DAVIDSON INVESTMENT ADVISORS	4	4	0.00%	0.00%	0.00%	Q1 2016	Q4 2016	4
O'Dell Group, LLC	3	1	0.00%	0.00%	0.00%	Q3 2021	Q2 2023	4
Jump Financial, LLC	2	1	0.02%	0.04%	0.08%	Q4 2020	Q3 2023	4
Bank OZK	2	2	0.08%	0.08%	0.10%	Q4 2013	Q2 2015	4
JW Asset Management, LLC	4	4	2.48%	3.56%	4.66%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.00%	0.02%	0.06%	Q4 2022	Q3 2023	4
Halpern Financial, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.07%	0.09%	0.10%	Q4 2022	Q3 2023	4
BANCED CORP	4	4	0.32%	0.36%	0.40%	Q1 2014	Q4 2014	4
Harfst & Associates, Inc.	3	1	0.01%	0.04%	0.05%	Q2 2015	Q1 2017	4
IAMS WEALTH MANAGEMENT, LLC	4	4	1.08%	1.17%	1.31%	Q4 2022	Q3 2023	4
Wambolt & Associates, LLC	3	1	0.33%	0.46%	0.66%	Q4 2018	Q3 2023	4
Susquehanna International Group Ltd.	2	2	0.56%	1.92%	4.23%	Q4 2018	Q3 2023	4
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	4	4	0.20%	0.21%	0.24%	Q4 2022	Q3 2023	4
Sargent Investment Group, LLC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
FIRST HORIZON CORP	4	4	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	4
Quadrature Capital Ltd	3	1	0.08%	0.28%	0.61%	Q1 2016	Q1 2017	4
Sutton Wealth Advisors Inc.	4	4	0.00%	0.00%	0.00%	Q1 2016	Q4 2016	4
Straight Path Wealth Management	3	1	0.19%	0.22%	0.26%	Q4 2021	Q4 2022	4
Capricorn Fund Managers Ltd	1	1	0.40%	0.44%	0.48%	Q1 2022	Q3 2023	4
Amplius Wealth Advisors, LLC	4	4	0.08%	0.10%	0.11%	Q4 2021	Q3 2022	4
RFP Financial Group LLC	4	4	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	4
GTS SECURITIES LLC	2	2	0.00%	0.03%	0.09%	Q2 2023	Q3 2023	4
Ziegler Capital Management, LLC	4	4	0.41%	0.49%	0.65%	Q4 2022	Q3 2023	4
WNY Asset Management, LLC	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
Regent Peak Wealth Advisors LLC	3	1	0.01%	0.38%	0.65%	Q4 2020	Q4 2022	4
Wealth Quarterback LLC	2	2	0.02%	0.02%	0.03%	Q4 2019	Q3 2021	4
Versant Capital Management, Inc	3	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	4
CAROLINAS WEALTH CONSULTING LLC	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	4
Prudent Man Advisors, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
SAC Capital Advisors LP	4	4	0.00%	0.00%	0.01%	Q2 2013	Q1 2014	4
JACKSON SQUARE CAPITAL, LLC	4	4	0.01%	0.02%	0.04%	Q4 2019	Q3 2020	4
ROMANO BROTHERS AND COMPANY	4	4	0.03%	0.06%	0.07%	Q4 2022	Q3 2023	4
Wealth Architects, LLC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
Capital Group Investment Management Pte. Ltd.	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Cito Capital Group, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Capital Market Strategies LLC	3	1	0.28%	0.58%	0.83%	Q4 2022	Q4 2023	4
Gladstone Institutional Advisory LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	4
Baker Avenue Asset Management, LP	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Aspen Grove Capital, LLC	4	4	0.11%	0.14%	0.19%	Q4 2022	Q3 2023	4
Palisade Asset Management, LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Wallace Advisory Group, LLC	4	4	0.68%	0.72%	0.74%	Q4 2022	Q3 2023	4
Schubert & Co	4	4	0.01%	0.02%	0.03%	Q2 2022	Q1 2023	4
FSM Wealth Advisors, LLC	4	4	0.18%	0.23%	0.30%	Q4 2022	Q3 2023	4
Axiom Investment Management LLC	4	4	0.53%	0.67%	0.86%	Q4 2018	Q3 2019	4
Covenant Partners, LLC	4	4	0.37%	0.50%	0.57%	Q4 2022	Q3 2023	4
Alliance Wealth Advisors, LLC /UT	4	4	0.31%	0.48%	0.90%	Q4 2022	Q3 2023	4
Artia Global Partners LP	4	4	18.88%	20.70%	25.78%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Verdence Capital Advisors LLC	4	4	0.05%	0.16%	0.33%	Q4 2022	Q3 2023	4
Clear Harbor Asset Management, LLC	2	1	0.00%	0.02%	0.04%	Q4 2019	Q3 2023	4
TRANSATLANTIQUE PRIVATE WEALTH LLC	4	4	0.26%	0.29%	0.33%	Q4 2022	Q3 2023	4
CreativeOne Wealth, LLC	4	4	0.01%	0.03%	0.05%	Q4 2022	Q3 2023	4
PARNASSUS INVESTMENTS, LLC	4	4	0.03%	0.04%	0.04%	Q3 2013	Q2 2014	4
Elite Wealth Management, Inc.	4	4	0.00%	0.05%	0.16%	Q1 2013	Q4 2013	4
Fund Evaluation Group, LLC	4	4	0.22%	0.30%	0.39%	Q4 2017	Q3 2018	4
Weiss Asset Management LP	4	4	0.03%	0.03%	0.04%	Q4 2017	Q3 2018	4
Leucadia National	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
EisnerAmper Wealth Management Corporate Benefits, LLC	4	4	0.18%	0.37%	0.53%	Q4 2014	Q3 2015	4
Forza Wealth Management, LLC	4	4	0.29%	0.77%	1.01%	Q4 2022	Q3 2023	4
Bay Harbor Wealth Management, LLC	4	4	0.00%	0.00%	0.00%	Q4 2018	Q3 2019	4
GlobalBridge, Inc.	4	4	0.24%	0.29%	0.35%	Q2 2013	Q1 2014	4
JB Capital LLC	4	4	0.04%	0.05%	0.06%	Q3 2021	Q2 2022	4
QUEST CAPITAL MANAGEMENT INC /ADV	4	4	0.05%	0.06%	0.06%	Q1 2021	Q4 2021	4
Karp Capital Management Corp	2	1	0.02%	0.05%	0.14%	Q2 2015	Q4 2018	4
DEARBORN PARTNERS LLC	3	1	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	4
Fullerton Fund Management Co Ltd.	4	4	0.02%	0.03%	0.03%	Q3 2020	Q2 2021	4
BUCKINGHAM STRATEGIC WEALTH, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Moran Wealth Management, LLC	4	4	1.27%	1.44%	1.59%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	4
Quantitative Systematic Strategies LLC	2	1	0.05%	0.17%	0.38%	Q1 2018	Q1 2020	4
Tanglewood Legacy Advisors, LLC	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
Eagle Bay Advisors LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	4
Gallacher Capital Management LLC	4	4	0.27%	0.30%	0.36%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Mascoma Wealth Management LLC	4	4	0.00%	0.00%	0.00%	Q4 2016	Q3 2017	4
Shorepoint Capital Partners LLC	4	4	1.64%	2.02%	2.19%	Q4 2022	Q3 2023	4
Howard Capital Management Group, LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
FOUNDERS FINANCIAL SECURITIES LLC	4	4	0.15%	0.25%	0.36%	Q4 2016	Q3 2017	4
DDD Partners, LLC	4	4	0.12%	2.13%	3.74%	Q4 2021	Q3 2022	4
Realta Investment Advisors	4	4	0.00%	0.00%	0.01%	Q1 2019	Q4 2019	4
ORBIS HOLDINGS LTD	4	4	0.01%	0.20%	0.51%	Q2 2013	Q1 2014	4
AlphaQ Advisors LLC	4	4	0.44%	0.51%	0.55%	Q4 2022	Q3 2023	4
Acrospire Investment Management LLC	2	2	0.01%	0.02%	0.04%	Q1 2016	Q2 2017	4
First Dallas Securities Inc.	4	4	0.25%	0.49%	0.78%	Q4 2022	Q3 2023	4
Millington Financial Advisors, LLC	4	4	0.86%	1.00%	1.15%	Q4 2022	Q3 2023	4
Penserra Capital Management LLC	3	1	0.00%	0.02%	0.05%	Q3 2022	Q3 2023	4
D. SCOTT NEAL, INC.	4	4	0.11%	0.18%	0.25%	Q4 2022	Q3 2023	4
Resurgent Financial Advisors LLC	4	4	0.03%	0.07%	0.10%	Q4 2022	Q3 2023	4
DFPG INVESTMENTS, LLC	4	4	0.16%	0.19%	0.24%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.12%	0.21%	0.39%	Q4 2022	Q3 2023	4
MURPHY CAPITAL MANAGEMENT INC	3	1	0.04%	0.09%	0.13%	Q1 2014	Q4 2015	4
Seed Wealth Management, Inc.	4	4	0.92%	1.05%	1.20%	Q4 2022	Q3 2023	4
tru Independence LLC	3	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	4
Strategic Investment Advisors / MI	4	4	0.07%	0.10%	0.11%	Q4 2022	Q3 2023	4
Family Management Corp	4	4	0.05%	0.06%	0.07%	Q4 2022	Q3 2023	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.16%	0.23%	0.32%	Q1 2023	Q4 2023	4
KWMG, LLC	4	4	0.00%	0.00%	0.00%	Q2 2018	Q1 2019	4
Torch Wealth Management LLC	4	4	0.72%	0.85%	0.90%	Q3 2015	Q2 2016	4
Cyndeo Wealth Partners, LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
ARVEST TRUST CO N A	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Weiss Multi-Strategy Advisers LLC	3	1	0.02%	0.07%	0.12%	Q2 2022	Q3 2023	4
Beverly Hills Private Wealth, LLC	4	4	0.22%	0.27%	0.34%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
City State Bank	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.03%	0.12%	0.18%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.01%	0.02%	0.02%	Q4 2022	Q3 2023	4
Gunderson Capital Management Inc.	4	4	3.68%	4.22%	4.67%	Q1 2023	Q4 2023	4
CIC Wealth, LLC	4	4	0.56%	0.60%	0.64%	Q4 2022	Q3 2023	4
True Wealth Design, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
AIGEN INVESTMENT MANAGEMENT, LP	2	1	0.04%	0.10%	0.21%	Q3 2021	Q2 2023	4
Cravens & Co Advisors, LLC	4	4	0.60%	0.69%	0.79%	Q4 2022	Q3 2023	4
InTrack Investment Management Inc	4	4	0.34%	0.44%	0.54%	Q1 2023	Q4 2023	4
Desjardins Global Asset Management Inc.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
ING GROEP NV	3	3	0.00%	0.02%	0.03%	Q2 2013	Q4 2013	3
Walter Public Investments Inc.	3	3	2.45%	3.05%	3.62%	Q1 2023	Q3 2023	3
Jane Street Holding, LLC	3	3	0.01%	0.36%	0.89%	Q2 2013	Q4 2013	3
LANDAAS & CO /WI /ADV	2	1	0.06%	0.07%	0.08%	Q3 2017	Q2 2018	3
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	3	3	0.08%	0.10%	0.13%	Q1 2023	Q3 2023	3
StoneX Group Inc.	2	1	0.09%	0.31%	0.68%	Q2 2017	Q3 2021	3
Henry James International Management Inc.	3	3	0.22%	0.81%	1.85%	Q1 2023	Q3 2023	3
Cooper Financial Group	3	3	0.09%	0.18%	0.24%	Q1 2023	Q3 2023	3
Cordatus Wealth Management LLC	2	1	0.19%	0.26%	0.32%	Q1 2022	Q2 2023	3
Salient Private Client, LLC	3	3	0.09%	0.10%	0.10%	Q1 2018	Q3 2018	3
Equitable Holdings, Inc.	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
Avantax Planning Partners, Inc.	1	1	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	3
MILLER HOWARD INVESTMENTS INC /NY	2	1	0.06%	0.09%	0.14%	Q3 2015	Q2 2023	3
GRACE & WHITE INC /NY	3	3	0.17%	0.41%	0.56%	Q1 2023	Q3 2023	3
River Road Asset Management, LLC	3	3	0.36%	0.55%	0.93%	Q1 2017	Q3 2017	3
SENTINEL TRUST CO LBA	3	3	0.47%	0.51%	0.57%	Q1 2023	Q3 2023	3
Morse Asset Management, Inc	3	3	0.14%	0.39%	0.58%	Q1 2023	Q3 2023	3
Global Financial Private Capital, Inc	3	3	0.00%	0.00%	0.01%	Q4 2019	Q2 2020	3
AXA S.A.	2	1	0.00%	0.00%	0.00%	Q3 2020	Q1 2022	3
PINNACLE FINANCIAL PARTNERS INC	2	1	0.05%	0.08%	0.13%	Q2 2013	Q3 2016	3
CENTAURUS FINANCIAL, INC.	2	1	0.00%	0.02%	0.04%	Q2 2018	Q1 2023	3
AMG Funds LLC	3	3	0.22%	0.44%	0.79%	Q1 2017	Q3 2017	3
Capital Investment Advisors, LLC	2	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2023	3
CRA Financial Services, LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
PANAGORA ASSET MANAGEMENT INC	2	1	0.00%	0.00%	0.00%	Q2 2014	Q4 2016	3
Santa Fe Partners LLC	2	1	0.08%	0.20%	0.31%	Q2 2013	Q3 2015	3
FORTEM FINANCIAL GROUP, LLC	3	3	0.25%	0.27%	0.29%	Q4 2018	Q2 2019	3
BOURGEON CAPITAL MANAGEMENT LLC	2	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	3
Phillips Wealth Planners LLC	3	3	0.34%	0.37%	0.40%	Q1 2023	Q3 2023	3
WP Advisors, LLC	2	1	0.04%	0.04%	0.04%	Q2 2018	Q1 2019	3
Ritter Daniher Financial Advisory LLC / DE	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
MARVIN & PALMER ASSOCIATES INC	3	3	0.93%	2.13%	4.42%	Q4 2022	Q2 2023	3
GSA CAPITAL PARTNERS LLP	1	1	0.01%	0.05%	0.13%	Q3 2015	Q2 2020	3
ZWJ INVESTMENT COUNSEL INC	2	1	0.02%	0.03%	0.04%	Q4 2019	Q4 2020	3
PLANNING DIRECTIONS INC	3	3	0.16%	0.18%	0.20%	Q1 2023	Q3 2023	3
Premia Global Advisors, LLC	2	1	0.02%	0.02%	0.03%	Q4 2017	Q1 2019	3
STRS OHIO	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Stone House Investment Management, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Financial Gravity Companies, Inc.	2	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2018	3
Golden State Wealth Management, LLC	3	3	0.04%	0.04%	0.04%	Q1 2019	Q3 2019	3
TRANSCEND CAPITAL ADVISORS, LLC	3	3	0.02%	0.03%	0.04%	Q1 2023	Q3 2023	3
Valmark Advisers, Inc.	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
ZACKS INVESTMENT MANAGEMENT	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
OneAscent Financial Services LLC	1	1	0.08%	0.20%	0.40%	Q3 2020	Q3 2023	3
Aureus Asset Management, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
HMS Capital Management, LLC	3	3	0.17%	0.18%	0.20%	Q1 2023	Q3 2023	3
Keudell/Morrison Wealth Management	3	3	0.07%	0.13%	0.22%	Q1 2023	Q3 2023	3
TWIN FOCUS CAPITAL PARTNERS, LLC	3	3	0.04%	0.05%	0.06%	Q4 2022	Q2 2023	3
LYELL WEALTH MANAGEMENT, LP	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Williams Jones Wealth Management, LLC.	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
Beck Bode, LLC	3	3	0.14%	0.14%	0.15%	Q4 2022	Q2 2023	3
HALL LAURIE J TRUSTEE	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
WealthStone, Inc.	2	1	0.00%	0.06%	0.09%	Q2 2019	Q1 2021	3
Bellwether Investment Group, LLC	2	1	0.01%	0.01%	0.02%	Q2 2016	Q1 2017	3
Catalyst Capital Advisors LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
CHOREO, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Vontobel Holding Ltd.	2	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2023	3
VERUS CAPITAL PARTNERS, LLC	2	1	0.02%	0.04%	0.06%	Q4 2019	Q3 2023	3
Intellectus Partners, LLC	2	1	0.00%	0.07%	0.21%	Q4 2018	Q3 2023	3
Avalon Trust Co	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
WBI INVESTMENTS, LLC	2	1	0.29%	0.48%	0.79%	Q3 2013	Q4 2015	3
HORIZON FINANCIAL SERVICES, LLC	3	3	0.01%	0.01%	0.01%	Q2 2021	Q4 2021	3
Single Point Partners, LLC	2	1	0.06%	0.07%	0.08%	Q2 2022	Q1 2023	3
BOGLE INVESTMENT MANAGEMENT L P /DE/	2	1	0.18%	0.64%	0.96%	Q4 2019	Q3 2020	3
Parametric Risk Advisors LLC	3	3	0.06%	0.07%	0.07%	Q4 2014	Q2 2015	3
J. Goldman & Co LP	1	1	0.11%	0.12%	0.14%	Q2 2022	Q3 2023	3
Barnett & Company, Inc.	3	3	0.00%	0.02%	0.04%	Q3 2019	Q1 2020	3
Tatro Capital, LLC	3	3	0.33%	0.39%	0.49%	Q2 2020	Q4 2020	3
Horizon Investment Services, LLC	3	3	0.14%	0.15%	0.15%	Q1 2023	Q3 2023	3
RPg Family Wealth Advisory, LLC	1	1	0.01%	1.64%	4.89%	Q4 2015	Q3 2018	3
Baker Chad R	3	3	0.09%	0.10%	0.13%	Q1 2023	Q3 2023	3
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
NWK Group, Inc.	3	3	2.56%	2.82%	3.08%	Q1 2023	Q3 2023	3
Cedar Wealth Management, LLC	3	3	0.01%	0.01%	0.01%	Q1 2020	Q3 2020	3
Johanson Financial Advisors, Inc.	3	3	0.29%	0.32%	0.37%	Q4 2015	Q2 2016	3
Hoxton Planning & Management, LLC	3	3	0.13%	0.17%	0.20%	Q1 2023	Q3 2023	3
BALLAST ADVISORS LLC	3	3	0.11%	0.24%	0.45%	Q1 2023	Q3 2023	3
Archer Investment Corp	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Aquatic Capital Management LLC	2	1	0.09%	0.16%	0.27%	Q2 2022	Q2 2023	3
Total Clarity Wealth Management, Inc.	2	1	0.01%	0.01%	0.01%	Q3 2021	Q2 2022	3
Engrave Wealth Partners LLC	3	3	0.02%	0.02%	0.02%	Q4 2019	Q2 2020	3
MOORE CAPITAL MANAGEMENT, LP	2	2	0.08%	0.10%	0.14%	Q2 2023	Q3 2023	3
Manitou Investment Management Ltd.	3	3	0.02%	0.03%	0.03%	Q1 2023	Q3 2023	3
PFS Partners, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
LOUNTZIS ASSET MANAGEMENT, LLC	3	3	0.01%	0.01%	0.01%	Q2 2020	Q4 2020	3
ALBION FINANCIAL GROUP /UT	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Cornerstone Planning Group LLC	2	1	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	3
PDT Partners, LLC	1	1	0.01%	0.04%	0.10%	Q3 2013	Q2 2015	3
Intrepid Financial Planning Group LLC	3	3	0.19%	0.42%	0.61%	Q1 2023	Q3 2023	3
Lowe Wealth Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2021	Q2 2022	3
COMGEST GLOBAL INVESTORS S.A.S.	3	3	0.09%	0.11%	0.13%	Q1 2023	Q3 2023	3
Sage Mountain Advisors LLC	3	3	0.04%	0.04%	0.05%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Monterey Private Wealth, Inc.	3	3	0.11%	0.12%	0.13%	Q1 2023	Q3 2023	3
Provident Investment Management, Inc.	3	3	0.07%	0.07%	0.08%	Q1 2018	Q3 2018	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.06%	0.07%	0.07%	Q1 2023	Q3 2023	3
ABLE Financial Group, LLC	3	3	0.13%	0.14%	0.17%	Q1 2023	Q3 2023	3
Quintet Private Bank (Europe) S.A.	2	1	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	3
LEO BROKERAGE, LLC	2	1	0.05%	0.05%	0.06%	Q1 2022	Q2 2023	3
Legacy Capital Group California, Inc.	3	3	0.17%	0.34%	0.62%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
OneAscent Wealth Management LLC	2	1	0.12%	0.29%	0.64%	Q4 2020	Q4 2021	3
Golden State Equity Partners	3	3	0.08%	0.12%	0.18%	Q1 2023	Q3 2023	3
Buck Wealth Strategies, LLC	3	3	0.04%	0.04%	0.05%	Q1 2023	Q3 2023	3
Greystone Financial Group, LLC	3	3	0.24%	0.25%	0.27%	Q1 2021	Q3 2021	3
PFG Investments, LLC	3	3	0.19%	0.22%	0.23%	Q1 2023	Q3 2023	3
Colonial River Wealth Management, LLC	3	3	0.14%	0.33%	0.63%	Q1 2023	Q3 2023	3
RIA Advisory Group LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
GREENWOOD CAPITAL ASSOCIATES LLC	3	3	0.33%	0.83%	1.10%	Q2 2019	Q4 2019	3
Trifecta Capital Advisors, LLC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
Delta Financial Group, Inc.	2	1	0.74%	0.77%	0.79%	Q4 2022	Q3 2023	3
JCIC Asset Management Inc.	3	3	0.94%	1.08%	1.26%	Q1 2023	Q3 2023	3
Hoxton Financial, Inc.	3	3	0.03%	0.04%	0.05%	Q2 2013	Q4 2013	3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	3	0.01%	0.02%	0.03%	Q1 2023	Q3 2023	3
Segment Wealth Management, LLC	3	3	1.19%	1.28%	1.35%	Q1 2023	Q3 2023	3
LCM Capital Management Inc	3	3	0.20%	0.22%	0.24%	Q1 2023	Q3 2023	3
Knowledge Leaders Capital, LLC	2	1	0.17%	0.38%	0.76%	Q4 2018	Q1 2022	3
Sofinnova Investments, Inc.	2	1	1.25%	1.77%	2.54%	Q1 2019	Q2 2022	3
QUEST INVESTMENT MANAGEMENT LLC	3	3	0.02%	0.02%	0.02%	Q3 2013	Q1 2014	3
New Hampshire Trust	2	1	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.03%	0.04%	0.05%	Q3 2022	Q3 2023	3
Valentine Capital Asset Management, Inc.	3	3	0.90%	1.24%	1.88%	Q1 2014	Q3 2014	3
FolioMetrix LLC	3	3	0.11%	0.16%	0.20%	Q4 2014	Q2 2015	3
Raab & Moskowitz Asset Management LLC	1	1	0.01%	0.01%	0.02%	Q4 2014	Q4 2019	3
ARGI Investment Services, LLC	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
Stelac Advisory Services LLC	2	1	0.25%	0.30%	0.41%	Q2 2022	Q1 2023	3
Carmel Capital Partners, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
VICTORY CAPITAL MANAGEMENT INC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
Ameritas Advisory Services, LLC	3	3	0.03%	0.06%	0.09%	Q1 2023	Q3 2023	3
CoreCap Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2022	3
ML & R WEALTH MANAGEMENT LLC	3	3	0.11%	0.12%	0.13%	Q1 2023	Q3 2023	3
Syntal Capital Partners, LLC	3	3	0.15%	0.18%	0.25%	Q1 2014	Q3 2014	3
Evergreen Wealth Solutions, LLC	2	1	0.18%	0.24%	0.28%	Q4 2021	Q1 2023	3
Steward Financial Group LLC	2	1	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	3
One Capital Management, LLC	1	1	0.00%	0.01%	0.01%	Q3 2014	Q3 2023	3
Parametrica Management Ltd	3	3	1.59%	3.25%	4.31%	Q4 2022	Q2 2023	3
S.C. Financial Services, Inc.	2	1	0.26%	0.32%	0.38%	Q1 2022	Q4 2022	3
MCF Advisors LLC	2	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2023	3
ARGENT TRUST COMPANY, N.A.	3	3	0.12%	0.13%	0.16%	Q3 2013	Q1 2014	3
Laraway Financial Advisors Inc	3	3	0.64%	0.69%	0.72%	Q1 2023	Q3 2023	3
Angeles Investment Advisors, LLC	3	3	0.03%	0.04%	0.04%	Q4 2022	Q2 2023	3
Bridgewater Advisors Inc.	3	3	0.21%	0.23%	0.27%	Q4 2013	Q2 2014	3
Beaird Harris Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Arete Wealth Advisors, LLC	3	3	0.02%	0.06%	0.13%	Q1 2023	Q3 2023	3
JOURNEY STRATEGIC WEALTH LLC	2	1	0.01%	0.02%	0.03%	Q4 2022	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.03%	0.08%	0.12%	Q4 2022	Q3 2023	3
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	2	1	0.01%	0.12%	0.31%	Q2 2022	Q3 2023	3
Strategic Capital Group LLC	2	1	0.01%	0.02%	0.02%	Q2 2013	Q2 2014	3
Ignis Investment Services Ltd	3	3	0.18%	0.23%	0.26%	Q4 2013	Q2 2014	3
Raleigh Capital Management Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Vantage Financial Partners, LLC	3	3	0.09%	0.19%	0.26%	Q4 2021	Q2 2022	3
Nilsine Partners, LLC	3	3	0.86%	0.92%	1.01%	Q1 2023	Q3 2023	3
Security Financial Services, INC.	3	3	0.06%	0.06%	0.08%	Q1 2023	Q3 2023	3
KFG WEALTH MANAGEMENT, LLC	3	3	0.15%	0.21%	0.26%	Q1 2023	Q3 2023	3
Strengthening Families & Communities, LLC	3	3	0.00%	0.08%	0.13%	Q1 2023	Q3 2023	3
Acorn Wealth Advisors, LLC	3	3	0.04%	0.04%	0.04%	Q4 2017	Q2 2018	3
P.A.W. CAPITAL CORP	3	3	0.69%	0.93%	1.08%	Q1 2017	Q3 2017	3
Midwest Professional Planners, LTD.	3	3	0.01%	0.01%	0.02%	Q4 2017	Q2 2018	3
Cadence Bank	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
DRIEHAUS CAPITAL MANAGEMENT LLC	3	3	0.62%	0.69%	0.73%	Q1 2015	Q3 2015	3
MARINO, STRAM & ASSOCIATES LLC	3	3	0.02%	0.02%	0.02%	Q3 2018	Q1 2019	3
SWS Partners	2	1	0.02%	0.03%	0.04%	Q4 2017	Q1 2022	3
Elmwood Wealth Management, Inc.	1	1	0.00%	0.02%	0.04%	Q4 2018	Q4 2021	3
MARTINGALE ASSET MANAGEMENT L P	3	3	0.01%	0.02%	0.02%	Q2 2013	Q4 2013	3
MARTIN CURRIE LTD	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
Gryphon Financial Partners LLC	3	3	0.00%	0.01%	0.01%	Q4 2017	Q2 2018	3
Avitas Wealth Management LLC	3	3	0.08%	0.09%	0.09%	Q1 2023	Q3 2023	3
Tower View Wealth Management LLC	3	3	0.95%	1.10%	1.28%	Q1 2023	Q3 2023	3
Blueshift Asset Management, LLC	1	1	0.03%	0.08%	0.12%	Q3 2020	Q2 2023	3
CAPITAL ONE FINANCIAL CORP	3	3	0.04%	0.05%	0.08%	Q1 2020	Q3 2020	3
Kimelman & Baird, LLC	3	3	0.03%	0.04%	0.04%	Q2 2017	Q4 2017	3
Pathway Financial Advisors LLC	3	3	0.04%	0.04%	0.04%	Q4 2017	Q2 2018	3
HERNDON CAPITAL MANAGEMENT LLC	3	3	0.00%	0.00%	0.00%	Q4 2016	Q2 2017	3
Bridgefront Capital, LLC	2	1	0.08%	0.17%	0.26%	Q4 2020	Q2 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.02%	0.02%	0.02%	Q4 2017	Q3 2018	3
Trilogy Capital Inc.	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
Nicollet Investment Management, Inc.	2	2	1.50%	1.60%	1.71%	Q2 2023	Q3 2023	2
Thrive Capital Management, LLC	2	2	0.15%	0.17%	0.18%	Q2 2023	Q3 2023	2
Lee Financial Co	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Banyan Partners, LLC	1	1	0.02%	0.06%	0.09%	Q3 2013	Q1 2014	2
Waldron Private Wealth LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	2
Independence Advisors, LLC	2	2	0.05%	0.05%	0.05%	Q2 2020	Q3 2020	2
Continuum Advisory, LLC	2	2	0.03%	0.04%	0.05%	Q2 2023	Q3 2023	2
Cumberland Partners Ltd	2	2	0.69%	0.75%	0.82%	Q2 2023	Q3 2023	2
Phoenix Holdings Ltd.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	2
FARMERS & MERCHANTS INVESTMENTS INC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Airain ltd	1	1	0.06%	0.17%	0.28%	Q1 2016	Q3 2016	2
American Financial Network Advisory Services LLC	2	2	0.02%	0.02%	0.02%	Q3 2017	Q4 2017	2
Syverson Strege & Co	1	1	0.02%	0.02%	0.03%	Q3 2021	Q1 2023	2
BECKER CAPITAL MANAGEMENT INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
MARINER INDEPENDENT ADVISOR NETWORK, LLC	1	1	0.05%	0.05%	0.06%	Q1 2018	Q3 2018	2
Ridgewood Investments LLC	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Valley Brook Capital Group, Inc.	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
Triatomic Management LP	1	1	0.03%	4.42%	8.81%	Q3 2023	Q3 2023	2
PEDDOCK CAPITAL ADVISORS, LLC	2	2	0.13%	0.15%	0.17%	Q2 2023	Q3 2023	2
TOMPKINS FINANCIAL CORP	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
HIGHBRIDGE CAPITAL MANAGEMENT LLC	1	1	0.05%	0.15%	0.24%	Q2 2017	Q1 2018	2
CGOV Asset Management	2	2	0.02%	0.08%	0.13%	Q3 2016	Q4 2016	2
Fortis Capital Advisors, LLC	2	2	0.02%	0.03%	0.03%	Q4 2022	Q1 2023	2
Knights of Columbus Asset Advisors LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
CAPITAL COUNSEL LLC/NY	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
HANSEATIC MANAGEMENT SERVICES INC	2	2	0.00%	0.00%	0.00%	Q3 2014	Q4 2014	2
Fortune Financial Advisors, LLC	2	2	1.62%	1.74%	1.86%	Q2 2023	Q3 2023	2
QS Investors, LLC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	2
Transamerica Financial Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	2
MAD RIVER INVESTORS	2	2	1.38%	1.41%	1.44%	Q2 2013	Q3 2013	2
Redwood Investments, LLC	2	2	0.04%	0.05%	0.05%	Q2 2023	Q3 2023	2
Centiva Capital, LP	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
PSI Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
NICOLET ADVISORY SERVICES, LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
WADDELL & REED FINANCIAL INC	2	2	0.03%	0.03%	0.03%	Q2 2020	Q3 2020	2
Integral Health Asset Management, LLC	2	2	0.90%	1.18%	1.46%	Q4 2019	Q1 2020	2
THOROUGHBRED FINANCIAL SERVICES, LLC	2	2	0.03%	0.10%	0.17%	Q2 2023	Q3 2023	2
Tolleson Wealth Management, Inc.	2	2	0.08%	0.11%	0.14%	Q2 2023	Q3 2023	2
BlackRock Institutional Trust Company, N.A.	1	1	0.00%	0.00%	0.00%	Q3 2013	Q1 2016	2
Wellington Shields Capital Management, LLC	1	1	0.02%	0.03%	0.04%	Q1 2023	Q3 2023	2
Ostrum Asset Management U.S., LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
Wellington Shields & Co., LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	2
TCG Advisors, LP	2	2	0.02%	0.02%	0.02%	Q1 2019	Q2 2019	2
StellarOne CORP	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Gordian Capital Singapore Pte Ltd	2	2	0.07%	0.07%	0.08%	Q4 2021	Q1 2022	2
FIRST NATIONAL CORP /MA/ /ADV	2	2	0.10%	0.10%	0.10%	Q1 2023	Q2 2023	2
Echo Point Investment Management, LLC	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
CIBC BANK USA	2	2	0.05%	0.05%	0.05%	Q4 2013	Q1 2014	2
Icon Wealth Advisors, LLC	2	2	0.08%	0.10%	0.11%	Q3 2022	Q4 2022	2
CALTON & ASSOCIATES, INC.	2	2	0.07%	0.07%	0.08%	Q2 2018	Q3 2018	2
Coronation Fund Managers Ltd.	2	2	0.25%	0.26%	0.26%	Q2 2023	Q3 2023	2
FOSTER DYKEMA CABOT & CO INC/MA	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
DG CAPITAL MANAGEMENT INC	2	2	1.05%	1.19%	1.33%	Q2 2013	Q3 2013	2
OXFORD FINANCIAL GROUP, LTD. LLC	2	2	0.02%	0.03%	0.04%	Q2 2023	Q3 2023	2
Financial & Tax Architects, LLC	1	1	0.19%	0.19%	0.19%	Q1 2021	Q3 2021	2
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	2	2	0.04%	0.10%	0.15%	Q2 2013	Q3 2013	2
Strategic Capital Alternatives LLC	1	1	0.02%	0.02%	0.03%	Q3 2014	Q2 2015	2
MIROVA	2	2	0.00%	0.01%	0.01%	Q2 2019	Q3 2019	2
Olistico Wealth, LLC	1	1	0.19%	0.34%	0.49%	Q4 2022	Q3 2023	2
Lumina Fund Management LLC	2	2	0.23%	0.24%	0.24%	Q2 2013	Q3 2013	2
BBVA USA	2	2	0.22%	0.24%	0.26%	Q2 2021	Q3 2021	2
Stratos Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	2
Coppell Advisory Solutions Corp.	2	2	0.48%	0.51%	0.54%	Q4 2022	Q1 2023	2
Allspring Global Investments Holdings, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
TOTH FINANCIAL ADVISORY CORP	1	1	0.00%	0.03%	0.06%	Q2 2020	Q4 2021	2
STRATEGY ASSET MANAGERS LLC	2	2	0.08%	0.09%	0.10%	Q2 2023	Q3 2023	2
Merit Financial Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
FORVIS Wealth Advisors, LLC	1	1	0.01%	0.02%	0.03%	Q4 2015	Q2 2023	2
Bramshill Investments, LLC	2	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2018	2
WELD CAPITAL MANAGEMENT LLC	2	2	0.08%	0.22%	0.37%	Q4 2018	Q1 2019	2
Momentum Advisors, LLC	2	2	0.47%	0.53%	0.58%	Q3 2022	Q4 2022	2
Hoover Financial Advisors, Inc.	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
WEALTHCARE CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q4 2019	2
MORGENS WATERFALL VINTIADIS & CO INC	2	2	2.07%	2.38%	2.68%	Q2 2023	Q3 2023	2
GILDER GAGNON HOWE & CO LLC	2	2	0.27%	0.57%	0.87%	Q3 2022	Q4 2022	2
Private Portfolio Partners LLC	2	2	0.07%	0.08%	0.09%	Q2 2023	Q3 2023	2
PagnatoKarp Partners LLC	2	2	0.04%	0.04%	0.06%	Q4 2019	Q1 2020	2
Castleview Partners, LLC	1	1	0.00%	0.10%	0.20%	Q4 2021	Q3 2023	2
Doyle Wealth Management	1	1	0.00%	0.01%	0.01%	Q4 2018	Q2 2019	2
Retirement Group, LLC	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.01%	0.01%	0.02%	Q2 2013	Q3 2013	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.00%	0.00%	0.00%	Q4 2014	Q1 2015	2
CLEAR STREET LLC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	2
Legacy Capital Wealth Partners, LLC	1	1	0.12%	0.13%	0.14%	Q1 2023	Q3 2023	2
Allred Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2021	2
BANK OF NOVA SCOTIA	1	1	0.00%	0.03%	0.06%	Q1 2016	Q3 2023	2
PORTOLA GROUP INC /CA	2	2	0.22%	0.23%	0.24%	Q1 2014	Q2 2014	2
Focused Wealth Management, Inc	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
PARSONS CAPITAL MANAGEMENT INC/RI	1	1	0.01%	0.02%	0.03%	Q1 2015	Q3 2015	2
Absolute Return Capital, LLC	2	2	0.09%	0.09%	0.09%	Q3 2013	Q4 2013	2
Nationwide Fund Advisors	2	2	0.08%	0.09%	0.09%	Q2 2017	Q3 2017	2
Farmers & Merchants Trust Co of Long Beach	2	2	0.06%	0.07%	0.08%	Q2 2023	Q3 2023	2
NORTHERN TRUST CO OF CONNECTICUT	2	2	0.13%	0.14%	0.14%	Q2 2013	Q3 2013	2
XR Securities LLC	1	1	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	2
Genus Capital Management Inc.	2	2	0.19%	0.22%	0.25%	Q2 2023	Q3 2023	2
Ironvine Capital Partners, LLC	2	2	0.12%	0.14%	0.17%	Q4 2017	Q1 2018	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.02%	0.02%	0.03%	Q4 2021	Q1 2022	2
Bell Rock Capital LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Balboa Wealth Partners	1	1	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	2
GeoWealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Peterson Wealth Services	2	2	1.50%	2.12%	2.73%	Q2 2023	Q3 2023	2
Resource Management, LLC	2	2	0.02%	0.03%	0.03%	Q3 2021	Q4 2021	2
Financial Connections Group, Inc.	2	2	0.05%	0.05%	0.06%	Q1 2023	Q2 2023	2
ALPINE WOODS CAPITAL INVESTORS, LLC	2	2	0.24%	0.35%	0.46%	Q3 2016	Q4 2016	2
Private Capital Advisors, Inc.	2	2	0.02%	0.05%	0.08%	Q2 2023	Q3 2023	2
FLC Capital Advisors	2	2	0.06%	0.07%	0.07%	Q1 2023	Q2 2023	2
Castle Rock Wealth Management, LLC	2	2	0.14%	0.16%	0.18%	Q2 2023	Q3 2023	2
Advisory Alpha, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q3 2019	2
UNIONVIEW, LLC	2	2	0.19%	0.20%	0.21%	Q2 2023	Q3 2023	2
Abacus Planning Group, Inc.	1	1	0.06%	0.07%	0.08%	Q1 2023	Q3 2023	2
Sandy Cove Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
C M BIDWELL & ASSOCIATES LTD	1	1	0.00%	0.29%	0.59%	Q2 2014	Q3 2017	2
TIGER GLOBAL MANAGEMENT LLC	2	2	0.85%	0.85%	0.86%	Q2 2023	Q3 2023	2
INTREPID CAPITAL MANAGEMENT INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Aris Wealth Services, Inc.	2	2	0.02%	0.03%	0.05%	Q2 2015	Q3 2015	2
Roof Eidam Maycock Peralta, LLC	2	2	0.58%	0.60%	0.62%	Q4 2015	Q1 2016	2
Filbrandt Wealth Management, LLC	2	2	0.13%	0.14%	0.15%	Q2 2021	Q3 2021	2
Dantai Capital Ltd	2	2	1.04%	2.55%	4.06%	Q2 2023	Q3 2023	2
Must Asset Management Inc.	2	2	1.44%	1.46%	1.49%	Q2 2023	Q3 2023	2
HOURGLASS CAPITAL, LLC	2	2	0.39%	0.41%	0.44%	Q2 2023	Q3 2023	2
CLOUGH CAPITAL PARTNERS L P	2	2	0.15%	0.24%	0.33%	Q4 2022	Q1 2023	2
Senator Investment Group LP	2	2	2.44%	3.06%	3.69%	Q4 2022	Q1 2023	2
Standard Family Office LLC	1	1	0.00%	0.01%	0.02%	Q4 2020	Q3 2022	2
OLD MISSION CAPITAL, LLC	1	1	1.14%	1.64%	2.15%	Q4 2016	Q4 2020	2
Coatue Management	2	2	0.11%	0.17%	0.23%	Q2 2023	Q3 2023	2
VANGUARD GROUP INC	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
Fiduciary Alliance LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	2
Filament LLC	2	2	0.11%	0.13%	0.15%	Q4 2015	Q1 2016	2
Integrated Advisors Network LLC	1	1	0.03%	0.06%	0.08%	Q1 2022	Q3 2023	2
Davis Capital Management	2	2	0.01%	0.01%	0.01%	Q1 2020	Q2 2020	2
GABLES CAPITAL MANAGEMENT INC.	2	2	0.04%	0.05%	0.06%	Q4 2022	Q1 2023	2
Stevard, LLC	2	2	0.11%	0.12%	0.13%	Q2 2020	Q3 2020	2
Keebeck Wealth Management, LLC	1	1	0.01%	0.03%	0.05%	Q2 2020	Q4 2021	2
SHINE INVESTMENT ADVISORY SERVICES INC	2	2	0.01%	0.01%	0.01%	Q2 2020	Q3 2020	2
Kovitz Investment Group Partners, LLC	2	2	0.01%	0.01%	0.02%	Q2 2021	Q3 2021	2
PIN OAK INVESTMENT ADVISORS INC	2	2	0.01%	0.03%	0.05%	Q2 2023	Q3 2023	2
NWAM LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	2
Atlas Private Wealth Advisors	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
SAROFIM FAYEZ	1	1	1.25%	1.29%	1.33%	Q4 2012	Q3 2013	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2015	2
DE BURLO GROUP INC	2	2	0.00%	3.74%	7.49%	Q2 2022	Q3 2022	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	2
Dana Investment Advisors, Inc.	1	1	0.01%	0.04%	0.07%	Q1 2023	Q3 2023	2
Menard Financial Group LLC	2	2	0.70%	1.26%	1.81%	Q2 2023	Q3 2023	2
1ST SOURCE BANK	2	2	0.04%	0.05%	0.05%	Q2 2013	Q3 2013	2
Dominick & Dominick LLC	2	2	0.11%	0.32%	0.52%	Q2 2013	Q3 2013	2
Capital Asset Advisory Services LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	2
HUTCHENS INVESTMENT MANAGEMENT INC	1	1	0.00%	0.01%	0.03%	Q4 2014	Q4 2017	2
MinichMacGregor Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q1 2016	Q4 2022	2
EDMOND DE ROTHSCHILD (SUISSE) S.A.	2	2	0.03%	0.04%	0.04%	Q2 2016	Q3 2016	2
VESTOR CAPITAL, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Diametric Capital, LP	1	1	0.76%	0.93%	1.11%	Q1 2019	Q3 2019	2
Fortitude Advisory Group L.L.C.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
CANTOR FITZGERALD, L. P.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	2
QP WEALTH MANAGEMENT, LLC	2	2	0.30%	0.31%	0.32%	Q2 2020	Q3 2020	2
Sumitomo Mitsui Trust Holdings, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Lloyd Advisory Services, LLC.	1	1	0.00%	0.44%	0.88%	Q4 2019	Q3 2023	2
SENTRY INVESTMENT MANAGEMENT LLC	2	2	0.04%	0.05%	0.05%	Q2 2013	Q3 2013	2
Financial Insights, Inc.	1	1	0.06%	0.07%	0.08%	Q2 2021	Q3 2023	2
Threshold Group LLC	2	2	0.19%	0.19%	0.19%	Q2 2017	Q3 2017	2
Lavaca Capital LLC	2	2	0.05%	0.05%	0.05%	Q4 2018	Q1 2019	2
Armstrong, Fleming & Moore, Inc	2	2	0.32%	0.37%	0.41%	Q2 2023	Q3 2023	2
Miracle Mile Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Covestor Ltd	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
PFW Advisors LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
WINTRUST INVESTMENTS LLC	2	2	0.05%	0.06%	0.06%	Q1 2017	Q2 2017	2
Spears Abacus Advisors LLC	1	1	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	2
Bollard Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Shay Capital LLC	1	1	0.02%	0.03%	0.05%	Q1 2021	Q3 2021	2
Ausdal Financial Partners, Inc.	1	1	0.00%	0.02%	0.04%	Q4 2015	Q3 2023	2
COOKSON PEIRCE & CO INC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
SEVEN MILE ADVISORY	2	2	0.56%	0.60%	0.64%	Q2 2023	Q3 2023	2
WealthPLAN Partners, LLC	2	2	0.01%	0.01%	0.02%	Q1 2023	Q2 2023	2
Future Financial Wealth Managment LLC	2	2	0.04%	0.04%	0.05%	Q4 2021	Q1 2022	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.37%	0.44%	0.51%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.39%	0.44%	0.48%	Q2 2023	Q3 2023	2
EWA, LLC	1	1	0.15%	0.16%	0.16%	Q1 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
ORG Partners LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
WISCONSIN CAPITAL MANAGEMENT LLC	2	2	3.56%	3.84%	4.13%	Q2 2023	Q3 2023	2
Graham Capital Management, L.P.	2	2	0.01%	0.02%	0.04%	Q2 2014	Q3 2014	2
MEANS INVESTMENT CO., INC.	2	2	0.04%	0.13%	0.21%	Q2 2023	Q3 2023	2
Parkside Advisors LLC	2	2	0.06%	0.06%	0.06%	Q3 2023	Q4 2023	2
Portside Wealth Group, LLC	2	2	0.50%	0.79%	1.08%	Q2 2023	Q3 2023	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Main Street Financial Solutions, LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
Atika Capital Management LLC	1	1	0.36%	0.68%	1.00%	Q4 2022	Q3 2023	2
True North Advisors, LLC	2	2	0.09%	0.11%	0.12%	Q2 2023	Q3 2023	2
DISCIPLINED GROWTH INVESTORS INC /MN	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Baltimore-Washington Financial Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2013	Q2 2014	2
FIRST CITIZENS BANCORPORATION INC	2	2	0.64%	0.71%	0.78%	Q3 2014	Q4 2014	2
SpiderRock Advisors, LLC	1	1	0.00%	0.01%	0.02%	Q1 2017	Q3 2017	2
Intrinsic Edge Capital Management LLC	2	2	0.16%	0.28%	0.40%	Q4 2022	Q1 2023	2
Settian Capital LP	2	2	1.08%	1.16%	1.24%	Q2 2023	Q3 2023	2
Kelman-Lazarov, Inc.	2	2	0.00%	0.00%	0.01%	Q2 2016	Q3 2016	2
CIM INVESTMENT MANAGEMENT INC	1	1	0.11%	0.14%	0.16%	Q1 2014	Q3 2016	2
Silicon Valley Capital Partners	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.03%	0.04%	0.04%	Q2 2023	Q3 2023	2
Hedeker Wealth, LLC	2	2	0.49%	0.56%	0.63%	Q4 2014	Q1 2015	2
ALTFEST L J & CO INC	2	2	0.07%	0.08%	0.08%	Q3 2022	Q4 2022	2
PFG Private Wealth Management, LLC	2	2	0.05%	0.06%	0.06%	Q3 2021	Q4 2021	2
AllSquare Wealth Management LLC	2	2	0.06%	0.07%	0.08%	Q2 2023	Q3 2023	2
Hudson Bay Capital Management LP	2	2	0.03%	0.03%	0.04%	Q3 2022	Q4 2022	2
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	2	2	0.21%	0.24%	0.26%	Q1 2017	Q2 2017	2
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1	1	0.01%	0.02%	0.02%	Q2 2018	Q2 2019	2
PRW Wealth Management LLC	2	2	0.12%	0.14%	0.16%	Q2 2023	Q3 2023	2
Hilton Capital Management, LLC	2	2	0.60%	0.66%	0.72%	Q2 2023	Q3 2023	2
CenterStar Asset Management, LLC	2	2	0.02%	0.02%	0.02%	Q1 2018	Q2 2018	2
Manifold Partners, LLC	2	2	0.52%	0.53%	0.53%	Q3 2015	Q4 2015	2
L & S Advisors Inc	1	1	0.09%	0.63%	1.17%	Q3 2021	Q3 2023	2
Highland Private Wealth Management	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
COMPASS CAPITAL MANAGEMENT, INC	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
SHELTON CAPITAL MANAGEMENT	1	1	0.12%	0.12%	0.12%	Q3 2016	Q3 2016	1
OSTERWEIS CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
BAMCO INC /NY/	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Soros Fund Management	1	1	1.97%	1.97%	1.97%	Q3 2023	Q3 2023	1
PECONIC PARTNERS LLC	1	1	0.22%	0.22%	0.22%	Q3 2021	Q3 2021	1
CAPE COD FIVE CENTS SAVINGS BANK	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
KNIGHT CAPITAL GROUP LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
DRW SECURITIES, L.L.C.	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
COMPTON CAPITAL MANAGEMENT INC /RI	1	1	0.16%	0.16%	0.16%	Q4 2022	Q4 2022	1
GAMBLE JONES INVESTMENT COUNSEL	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
NOTTINGHAM ADVISORS, INC.	1	1	0.03%	0.03%	0.03%	Q1 2023	Q1 2023	1
SAWGRASS ASSET MANAGEMENT LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Bank Pictet & Cie (Europe) AG	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
MOGY JOEL R INVESTMENT COUNSEL INC	1	1	0.83%	0.83%	0.83%	Q3 2023	Q3 2023	1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
DUPONT CAPITAL MANAGEMENT CORP	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
AMUSSEN HUNSAKER ASSOCIATES LLC	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
NORTHSTAR ASSET MANAGEMENT LLC	1	1	0.66%	0.66%	0.66%	Q2 2013	Q2 2013	1
UBS OCONNOR LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PRECEPT MANAGEMENT LLC	1	1	0.83%	0.83%	0.83%	Q4 2017	Q4 2017	1
1834 INVESTMENT ADVISORS CO	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Western Asset Management Company, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Bain Capital Public Equity Management, LLC	1	1	1.26%	1.26%	1.26%	Q1 2019	Q1 2019	1
QCM Cayman, Ltd.	1	1	0.23%	0.23%	0.23%	Q3 2016	Q3 2016	1
AQR Capital Management	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
CREDIT AGRICOLE S A	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
TANG CAPITAL MANAGEMENT LLC	1	1	3.20%	3.20%	3.20%	Q1 2023	Q1 2023	1
SOUTH TEXAS MONEY MANAGEMENT LTD	1	1	1.10%	1.10%	1.10%	Q2 2013	Q2 2013	1
GENWORTH FINANCIAL INC	1	1	0.03%	0.03%	0.03%	Q2 2013	Q2 2013	1
Watershed Asset Management, L.L.C.	1	1	1.27%	1.27%	1.27%	Q1 2023	Q1 2023	1
FRONTIER INVESTMENT MGMT CO	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Guild Investment Management, Inc.	1	1	0.60%	0.60%	0.60%	Q3 2023	Q3 2023	1
STONNINGTON GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
MCDONALD PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
CHILTON INVESTMENT CO INC.	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
MENORA MIVTACHIM HOLDINGS LTD.	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
BBR PARTNERS, LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
Moab Capital Partners	1	1	0.85%	0.85%	0.85%	Q3 2019	Q3 2019	1
West Oak Capital, LLC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Tradeworx Inc.	1	1	0.10%	0.10%	0.10%	Q1 2013	Q1 2013	1
FNY Managed Accounts LLC	1	1	0.61%	0.61%	0.61%	Q3 2015	Q3 2015	1
Migdal Insurance & Financial Holdings Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Sonora Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Baltimore-Washington Financial Advisors Inc.	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
Crestwood Advisors Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Busey Bank	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
GFS Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
Capital Directions Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Strategic Financial Services, Inc,	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Camber Capital Management LP	1	1	1.90%	1.90%	1.90%	Q3 2019	Q3 2019	1
INTEGRAL DERIVATIVES, LLC	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
GETCO Holding Company, LLC	1	1	1.70%	1.70%	1.70%	Q2 2013	Q2 2013	1
Archon Partners LLC	1	1	2.35%	2.35%	2.35%	Q2 2013	Q2 2013	1
DekaBank Deutsche Girozentrale	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Mitsubishi UFJ Trust & Banking Corp	1	1	0.02%	0.02%	0.02%	Q2 2014	Q2 2014	1
COWEN INC.	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
RiverFront Investment Group, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Argentus Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
New Jersey Better Educational Savings Trust	1	1	0.40%	0.40%	0.40%	Q3 2021	Q3 2021	1
Sageworth Trust Co	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Hutchin Hill Capital, LP	1	1	0.24%	0.24%	0.24%	Q1 2014	Q1 2014	1
ArchPoint Investors	1	1	0.08%	0.08%	0.08%	Q3 2021	Q3 2021	1
Retirement Planning Group, LLC	1	1	0.07%	0.07%	0.07%	Q4 2013	Q4 2013	1
Samjo Capital LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Huber Capital Management LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Arbiter Partners Capital Management LLC	1	1	2.97%	2.97%	2.97%	Q1 2023	Q1 2023	1
MARSHALL WACE ASIA Ltd	1	1	0.12%	0.12%	0.12%	Q1 2017	Q1 2017	1
Jump Trading, LLC	1	1	0.14%	0.14%	0.14%	Q1 2019	Q1 2019	1
WEALTHFRONT Corp	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
CapWealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Zweig-DiMenna Associates LLC	1	1	1.76%	1.76%	1.76%	Q4 2022	Q4 2022	1
Ground Swell Capital, LLC	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
Spectrum Management Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
J.Safra Asset Management Corp	1	1	0.21%	0.21%	0.21%	Q2 2016	Q2 2016	1
SABBY MANAGEMENT, LLC	1	1	3.06%	3.06%	3.06%	Q2 2018	Q2 2018	1
JGP Global Gestao de Recursos Ltda.	1	1	0.68%	0.68%	0.68%	Q2 2023	Q2 2023	1
DT Investment Partners, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
MIRABELLA FINANCIAL SERVICES LLP	1	1	0.41%	0.41%	0.41%	Q4 2022	Q4 2022	1
NEXT Financial Holdings	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Alerus Investment Advisors Corp	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
Granite Investment Partners, LLC	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
First Houston Capital, Inc.	1	1	0.34%	0.34%	0.34%	Q2 2017	Q2 2017	1
Windsor Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Segantii Capital Management Ltd	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
Glovista Investments LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
Cognios Capital, LLC	1	1	0.22%	0.22%	0.22%	Q4 2017	Q4 2017	1
Quadrature Capital LLP	1	1	2.83%	2.83%	2.83%	Q1 2015	Q1 2015	1
PIERSHALE FINANCIAL GROUP, INC.	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Kiwi Wealth Investments Limited Partnership	1	1	0.38%	0.38%	0.38%	Q2 2019	Q2 2019	1
Capital Wealth Planning, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Glacier Peak Capital LLC	1	1	1.93%	1.93%	1.93%	Q2 2019	Q2 2019	1
Lourd Capital, LLC	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Corbenic Partners LLC	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Trutina Financial LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Addenda Capital Inc.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Advocacy Wealth Management Services, LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Headlands Technologies LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
W.G. Shaheen & Associates DBA Whitney & Co	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Wolf Group Capital Advisors	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
East Coast Asset Management, LLC.	1	1	0.00%	0.00%	0.00%	Q1 2013	Q1 2013	1
SENZAR ASSET MANAGEMENT, LLC	1	1	4.71%	4.71%	4.71%	Q4 2013	Q4 2013	1
MYDA Advisors LLC	1	1	0.42%	0.42%	0.42%	Q1 2023	Q1 2023	1
PURA VIDA INVESTMENTS, LLC	1	1	1.98%	1.98%	1.98%	Q3 2018	Q3 2018	1
BIP Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
TELEMUS CAPITAL, LLC	1	1	0.03%	0.03%	0.03%	Q2 2016	Q2 2016	1
Page Arthur B	1	1	0.21%	0.21%	0.21%	Q4 2015	Q4 2015	1
Field & Main Bank	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
IRON Financial LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Keystone Financial Planning, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
Paradigm Financial Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
HWG Holdings LP	1	1	0.11%	0.11%	0.11%	Q4 2023	Q4 2023	1
Kopernik Global Investors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Rhenman & Partners Asset Management AB	1	1	0.49%	0.49%	0.49%	Q3 2017	Q3 2017	1
EverPoint Asset Management, LLC	1	1	0.33%	0.33%	0.33%	Q4 2014	Q4 2014	1
Bienville Capital Management, LLC	1	1	0.21%	0.21%	0.21%	Q4 2014	Q4 2014	1
ISZO CAPITAL MANAGEMENT LP	1	1	5.92%	5.92%	5.92%	Q1 2023	Q1 2023	1
CHARTWELL INVESTMENT PARTNERS, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
NorthRock Partners, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
CUE ADVISORY SERVICES, INC.	1	1	0.16%	0.16%	0.16%	Q2 2017	Q2 2017	1
Community Bank, N.A.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Belvedere Trading LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
CenterStar Fund, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Farmers National Bank	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Wealthquest Corp	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Keel Point Advisors, LLC	1	1	0.17%	0.17%	0.17%	Q4 2014	Q4 2014	1
McGowan Group Asset Management, Inc.	1	1	3.31%	3.31%	3.31%	Q3 2023	Q3 2023	1
Farmer Steven Patrick	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
XPONANCE, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Donald L. Hagan, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	1	1	0.50%	0.50%	0.50%	Q3 2023	Q3 2023	1
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	1	1	0.51%	0.51%	0.51%	Q3 2023	Q3 2023	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.06%	0.06%	0.06%	Q1 2015	Q1 2015	1
R&F Capital Advisors LP	1	1	0.21%	0.21%	0.21%	Q1 2017	Q1 2017	1
Teza Capital Management LLC	1	1	0.07%	0.07%	0.07%	Q1 2017	Q1 2017	1
Truvvo Partners LLC	1	1	2.54%	2.54%	2.54%	Q3 2016	Q3 2016	1
Invictus RG	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Darwin Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
KINGDON CAPITAL MANAGEMENT, L.L.C.	1	1	0.26%	0.26%	0.26%	Q3 2015	Q3 2015	1
Armbruster Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Integrated Investment Consultants, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
PHYSICIANS FINANCIAL SERVICES, INC.	1	1	0.12%	0.12%	0.12%	Q3 2016	Q3 2016	1
Cornerstone Advisory, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Bristlecone Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Enlightenment Research, LLC	1	1	0.12%	0.12%	0.12%	Q4 2018	Q4 2018	1
Emerald Acquisition Ltd.	1	1	0.03%	0.03%	0.03%	Q3 2016	Q3 2016	1
Delphi Private Advisors LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
Front Street Capital Management, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
IBEX WEALTH ADVISORS	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
MFA WEALTH ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Legacy Bridge, LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
RGT Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
EDMOND DE ROTHSCHILD (MONACO)	1	1	1.50%	1.50%	1.50%	Q3 2016	Q3 2016	1
Bridgeworth, LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
First Command Bank	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
First Command Financial Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Forefront Analytics, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
True Capital Management	1	1	0.16%	0.16%	0.16%	Q1 2023	Q1 2023	1
Summit X, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Financial Advisors Network, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Flaharty Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Bryn Mawr Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Holocene Advisors, LP	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
CFO4Life Group, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Providence First Trust Co	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Garner Asset Management Corp	1	1	0.10%	0.10%	0.10%	Q1 2023	Q1 2023	1
DeDora Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Measured Wealth Private Client Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Affiance Financial, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Claraphi Advisory Network, LLC	1	1	0.05%	0.05%	0.05%	Q1 2020	Q1 2020	1
Smart Money Group LLC	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
WealthShield Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Monument Capital Management	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Bigelow Investment Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q4 2022	Q4 2022	1
Clarus Wealth Advisors	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
UNIO CAPITAL LLC	1	1	0.26%	0.26%	0.26%	Q4 2017	Q4 2017	1
Santori & Peters, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Game Creek Capital, LP	1	1	0.47%	0.47%	0.47%	Q4 2017	Q4 2017	1
Altman Advisors, Inc.	1	1	0.87%	0.87%	0.87%	Q3 2023	Q3 2023	1
Centerpoint Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Winthrop Partners - WNY, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Avondale Wealth Management	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Atom Investors LP	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Grant Street Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Foundations Investment Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Principle Wealth Partners LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Vident Advisory, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Dash Acquisitions Inc.	1	1	0.10%	0.10%	0.10%	Q1 2023	Q1 2023	1
All Season Financial Advisors, Inc.	1	1	0.32%	0.32%	0.32%	Q2 2022	Q2 2022	1
Next Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
Nachman Norwood & Parrott, Inc	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
One68 Global Capital, LLC	1	1	1.18%	1.18%	1.18%	Q4 2020	Q4 2020	1
Canton Hathaway, LLC	1	1	0.08%	0.08%	0.08%	Q3 2020	Q3 2020	1
RVW Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Benchmark Financial Wealth Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
MQS Management LLC	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
Hamilton Wealth, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
MBM Wealth Consultants, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Cynosure Group, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
WealthOne, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Wilkinson Global Asset Management LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
EWG Elevate Inc.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Salomon & Ludwin, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Grandview Asset Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Outlook Wealth Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
WealthBridge Capital Management, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Guidance Point Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Strategic Blueprint, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Bain Capital Public Equity Management II, LLC	1	1	1.97%	1.97%	1.97%	Q4 2019	Q4 2019	1
TWINBEECH CAPITAL LP	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Core Wealth Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Bremer Bank National Association	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Meridian Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
PNC Managed Account Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Sound View Wealth Advisors Group, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Cinctive Capital Management LP	1	1	0.07%	0.07%	0.07%	Q3 2021	Q3 2021	1
Kingsview Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Avion Wealth	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Relyea Zuckerberg Hanson LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Graypoint LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Laidlaw Wealth Management LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Apella Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2023	Q4 2023	1
WJ Wealth Management, LLC	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Emerald Advisors, LLC	1	1	0.33%	0.33%	0.33%	Q4 2019	Q4 2019	1
Soleus Capital Management, L.P.	1	1	0.19%	0.19%	0.19%	Q3 2022	Q3 2022	1
Summit Wealth Group, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Mirova US LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Visionary Wealth Advisors	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Moser Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Adams Wealth Management	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
Aprio Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
MADDEN SECURITIES Corp	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
RMR Wealth Builders	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
TFG Advisers LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Hunter Perkins Capital Management, LLC	1	1	0.05%	0.05%	0.05%	Q2 2022	Q2 2022	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
SILVERARC CAPITAL MANAGEMENT, LLC	1	1	1.65%	1.65%	1.65%	Q3 2023	Q3 2023	1
IAM Advisory, LLC	1	1	0.51%	0.51%	0.51%	Q3 2023	Q3 2023	1
FWL INVESTMENT MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.05%	0.05%	0.05%	Q3 2022	Q3 2022	1
Cordant, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Founders Financial Alliance, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Wealthstream Advisors, Inc.	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Legacy Financial Group LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Resolute Capital Asset Partners LLC	1	1	1.74%	1.74%	1.74%	Q1 2023	Q1 2023	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
GoalVest Advisory LLC	1	1	0.42%	0.42%	0.42%	Q4 2020	Q4 2020	1
Financial Network Wealth Management LLC	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
Altus Wealth Group LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Tradition Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
APEIRON CAPITAL Ltd	1	1	2.28%	2.28%	2.28%	Q3 2023	Q3 2023	1
Vantage Consulting Group Inc	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Montis Financial, LLC	1	1	0.85%	0.85%	0.85%	Q3 2023	Q3 2023	1
CFS Investment Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Interchange Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Kowal Investment Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
SOA Wealth Advisors, LLC.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
CHILDRESS CAPITAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Mayflower Financial Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Rollins Financial	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
WCG Wealth Advisors LLC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Franchise Capital Ltd	1	1	2.18%	2.18%	2.18%	Q3 2023	Q3 2023	1
TECTONIC ADVISORS LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Level Financial Advisors	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Activest Wealth Management	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
McElhenny Sheffield Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Kercheville Advisors, LLC	1	1	0.43%	0.43%	0.43%	Q3 2023	Q3 2023	1
Herold Advisors, Inc.	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
MBB PUBLIC MARKETS I LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
SURIENCE PRIVATE WEALTH LLC	1	1	3.86%	3.86%	3.86%	Q4 2021	Q4 2021	1
MAS Advisors LLC	1	1	0.67%	0.67%	0.67%	Q3 2022	Q3 2022	1
WEALTH EFFECTS LLC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
TCWP LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Integrity Advisory, LLC	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
Lloyd Park, LLC	1	1	0.30%	0.30%	0.30%	Q1 2022	Q1 2022	1
H. L. Ormond & Company, LLC	1	1	0.25%	0.25%	0.25%	Q1 2022	Q1 2022	1
Operose Advisors LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Morton Brown Family Wealth, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Confluence Wealth Services, Inc.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
HFG Advisors, Inc.	1	1	0.28%	0.28%	0.28%	Q3 2023	Q3 2023	1
BIVIN & ASSOCIATES, INC.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Granite Bay Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Bill Few Associates, Inc.	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Schrum Private Wealth Management LLC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
AXQ CAPITAL, LP	1	1	0.27%	0.27%	0.27%	Q3 2023	Q3 2023	1
Cyrus J. Lawrence, LLC	1	1	1.54%	1.54%	1.54%	Q3 2023	Q3 2023	1
Safeguard Financial, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Paragon Private Wealth Management, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
FSC Wealth Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
XY Capital Ltd	1	1	0.13%	0.13%	0.13%	Q1 2023	Q1 2023	1
GDS Wealth Management	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Strategic Investment Solutions, Inc. /IL	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Compound Global Advisors, LLC	1	1	0.85%	0.85%	0.85%	Q3 2023	Q3 2023	1
Nordwand Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q4 2022	Q4 2022	1
Breakwater Capital Group	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Semus Wealth Partners LLC	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
Core Wealth Partners LLC	1	1	3.28%	3.28%	3.28%	Q4 2022	Q4 2022	1
LGT Financial Advisors LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TFB Advisors LLC	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Financial Partners Group, LLC	1	1	0.38%	0.38%	0.38%	Q3 2023	Q3 2023	1
Prossimo Advisors, LLC	1	1	0.35%	0.35%	0.35%	Q2 2023	Q2 2023	1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Milestone Investment Advisors LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
iA Global Asset Management Inc.	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
KLR INVESTMENT ADVISORS, LLC	1	1	1.17%	1.17%	1.17%	Q2 2023	Q2 2023	1
PCA Investment Advisory Services Inc.	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
Atomi Financial Group, Inc.	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
Impact Partnership Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Key Bridge Compliance, LLC	1	1	1.26%	1.26%	1.26%	Q3 2023	Q3 2023	1
LJI Wealth Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
NORDEN GROUP LLC	1	1	0.88%	0.88%	0.88%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.31%	0.31%	0.31%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Arlington Trust Co LLC	1	1	1.17%	1.17%	1.17%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
SYON CAPITAL LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Valued Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2023	Q4 2023	1
SMITH, MOORE & CO.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	0.51%	0.51%	0.51%	Q3 2013	Q3 2013	1
FIRST NATIONAL BANK OF OMAHA	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
COWEN AND COMPANY, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
MJP ASSOCIATES INC /ADV	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
ARROW FINANCIAL CORP	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
RESOURCES MANAGEMENT CORP /CT/ /ADV	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
NBC SECURITIES, INC.	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
PVG ASSET MANAGEMENT CORP	1	1	0.62%	0.62%	0.62%	Q1 2020	Q1 2020	1
SOCIETE GENERALE	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
WESBANCO BANK INC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
CONTINENTAL INVESTORS SERVICES, INC.	1	1	0.29%	0.29%	0.29%	Q2 2023	Q2 2023	1
Atlantic Union Bankshares Corp	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2014	1
OLD SECOND NATIONAL BANK OF AURORA	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
BURNEY CO/	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Fiera Capital Inc.	1	1	0.04%	0.04%	0.04%	Q3 2013	Q3 2013	1
RAINIER INVESTMENT MANAGEMENT LLC	1	1	0.13%	0.13%	0.13%	Q2 2013	Q2 2013	1

External links

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

This page lists all the filers that currently own NOVO-NORDISK A S or have owned NOVO-NORDISK A S in the past.