• SDY shareholders
• Shareholder history

Current and past SPDR SERIES TRUST shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	123
Citadel Advisors	34	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	90
Cutler Group LLC / CA	26	5	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	69
JANE STREET GROUP, LLC	30	2	0.00%	0.01%	0.07%	Q2 2014	Q3 2023	69
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.43%	1.20%	Q1 2009	Q3 2023	64
CITIGROUP INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	53
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.02%	0.04%	Q1 2012	Q3 2023	51
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.06%	0.10%	Q2 2013	Q3 2023	50
MUFG Americas Holdings Corp	48	48	0.00%	0.01%	0.03%	Q4 2010	Q3 2022	48
MONETA GROUP INVESTMENT ADVISORS LLC	45	45	0.85%	4.50%	8.33%	Q3 2012	Q3 2023	45
DONALDSON CAPITAL MANAGEMENT, LLC	43	1	0.05%	0.07%	0.12%	Q1 2010	Q3 2023	45
Kovack Advisors, Inc.	45	45	0.07%	0.76%	4.05%	Q3 2012	Q3 2023	45
Capital Analysts, LLC	44	44	0.01%	0.17%	1.09%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.01%	0.02%	0.04%	Q4 2012	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	17.40%	26.52%	33.27%	Q4 2012	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.01%	0.01%	Q4 2012	Q3 2023	44
Veritable, L.P.	43	43	1.22%	1.40%	1.66%	Q4 2012	Q2 2023	43
Cetera Advisor Networks LLC	43	43	0.24%	0.40%	0.72%	Q1 2013	Q3 2023	43
Destination Wealth Management	43	43	2.89%	3.81%	4.39%	Q1 2013	Q3 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	43
HighTower Advisors, LLC	42	42	0.00%	0.15%	0.49%	Q2 2013	Q3 2023	43
1ST SOURCE BANK	42	42	2.42%	4.64%	8.20%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.02%	0.12%	0.51%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.12%	0.28%	0.34%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.01%	0.11%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.04%	0.07%	0.14%	Q2 2013	Q3 2023	42
CLIFFORD SWAN INVESTMENT COUNSEL LLC	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
TCI Wealth Advisors, Inc.	42	42	0.02%	0.27%	0.83%	Q4 2012	Q1 2023	42
FDx Advisors, Inc.	42	42	0.01%	0.33%	1.93%	Q2 2013	Q3 2023	42
Smith & Howard Wealth Management, LLC	42	42	0.10%	1.07%	3.20%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	0.08%	0.51%	2.00%	Q2 2013	Q3 2023	42
Prospera Financial Services Inc	42	42	0.01%	0.20%	0.56%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.03%	0.07%	0.12%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.03%	0.08%	0.13%	Q2 2013	Q3 2023	42
Financial Advisory Group	42	42	0.06%	0.77%	5.73%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.10%	0.20%	0.38%	Q2 2013	Q3 2023	42
HENGEHOLD CAPITAL MANAGEMENT LLC	42	42	0.05%	1.63%	11.67%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.06%	0.18%	0.34%	Q2 2013	Q3 2023	42
BURNS J W & CO INC/NY	42	42	0.11%	0.15%	0.26%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.33%	0.80%	1.16%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.07%	0.25%	0.58%	Q2 2013	Q3 2023	42
Summit Asset Management, LLC	42	42	0.08%	0.16%	0.38%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.14%	0.53%	1.07%	Q2 2013	Q3 2023	42
B. Riley Wealth Advisors, Inc.	42	42	0.06%	0.16%	0.59%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.23%	0.38%	1.16%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	42	42	0.22%	0.60%	1.76%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.02%	0.16%	Q2 2013	Q3 2023	42
Reynders McVeigh Capital Management, LLC	42	42	0.04%	0.09%	0.17%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.06%	0.09%	0.13%	Q2 2013	Q3 2023	42
LS Investment Advisors, LLC	42	42	0.06%	0.23%	0.50%	Q2 2013	Q3 2023	42
TORONTO DOMINION BANK	25	17	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	42
Ameritas Investment Partners, Inc.	42	42	0.03%	0.10%	0.38%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.04%	0.28%	1.19%	Q2 2013	Q3 2023	42
HOURGLASS CAPITAL, LLC	42	42	0.07%	0.20%	0.54%	Q2 2013	Q3 2023	42
Baker Avenue Asset Management, LP	42	42	0.01%	0.71%	2.51%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.05%	0.47%	1.09%	Q2 2013	Q3 2023	42
CIBC WORLD MARKET INC.	42	42	0.01%	0.04%	0.09%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.16%	0.24%	0.43%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.23%	0.36%	0.86%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.02%	0.11%	0.28%	Q2 2013	Q3 2023	42
Penobscot Investment Management Company, Inc.	42	42	0.05%	0.15%	0.26%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.03%	0.04%	0.06%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	42
TWIN FOCUS CAPITAL PARTNERS, LLC	42	42	0.35%	0.87%	1.85%	Q2 2013	Q3 2023	42
MYCIO WEALTH PARTNERS, LLC	42	42	0.05%	2.23%	4.35%	Q2 2013	Q3 2023	42
AlphaMark Advisors, LLC	42	42	0.02%	0.09%	0.64%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	42
Cypress Capital Group	42	42	0.09%	0.31%	0.60%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.17%	0.36%	0.63%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.24%	0.51%	1.12%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	2.28%	3.04%	3.83%	Q2 2013	Q3 2023	42
Ledyard National Bank	42	42	0.24%	1.02%	1.98%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	42	42	1.18%	2.57%	3.73%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.06%	0.12%	0.18%	Q2 2013	Q3 2023	42
COLONY GROUP LLC	42	42	0.04%	0.13%	0.39%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.19%	0.39%	0.57%	Q2 2013	Q3 2023	42
STATE STREET CORP	42	42	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.04%	0.08%	0.12%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.66%	1.08%	1.80%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.11%	0.27%	0.78%	Q2 2013	Q3 2023	42
PRUDENTIAL FINANCIAL INC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.22%	0.52%	0.76%	Q2 2013	Q3 2023	42
WHITE PINE CAPITAL LLC	42	42	0.00%	0.45%	0.75%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.08%	0.24%	0.46%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.44%	0.68%	0.89%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.24%	0.40%	0.53%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.00%	0.10%	0.34%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.02%	0.10%	0.28%	Q2 2013	Q3 2023	42
NBT BANK N A /NY	42	42	0.69%	1.54%	2.10%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.06%	0.11%	0.17%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.01%	0.06%	0.37%	Q2 2013	Q4 2023	42
DAVENPORT & Co LLC	42	42	0.01%	0.02%	0.10%	Q2 2013	Q3 2023	42
MERITAGE PORTFOLIO MANAGEMENT	42	42	0.04%	0.13%	0.59%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.13%	0.26%	0.54%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.04%	0.08%	0.17%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.01%	0.09%	0.16%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.01%	0.54%	1.71%	Q2 2013	Q3 2023	42
CONNING INC.	42	42	0.01%	0.13%	0.27%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.10%	0.33%	0.60%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.07%	0.12%	0.34%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.14%	0.24%	0.38%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.01%	0.02%	0.02%	Q2 2013	Q3 2023	42
BOKF, NA	32	9	0.25%	0.43%	0.63%	Q2 2013	Q3 2023	41
ALBION FINANCIAL GROUP /UT	31	10	0.13%	0.44%	0.65%	Q2 2013	Q3 2023	41
Tufton Capital Management	41	41	0.05%	0.23%	0.36%	Q3 2013	Q3 2023	41
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.01%	0.10%	0.34%	Q2 2013	Q3 2023	41
SAWGRASS ASSET MANAGEMENT LLC	34	7	0.02%	0.03%	0.07%	Q2 2013	Q3 2023	41
FLPUTNAM INVESTMENT MANAGEMENT CO	25	16	0.03%	0.06%	0.11%	Q2 2013	Q3 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	41
DUMONT & BLAKE INVESTMENT ADVISORS LLC	41	41	0.60%	0.77%	1.19%	Q3 2013	Q3 2023	41
FORVIS Wealth Advisors, LLC	41	41	0.32%	0.90%	1.50%	Q3 2013	Q3 2023	41
HBK Sorce Advisory LLC	36	5	0.01%	0.06%	0.16%	Q2 2013	Q3 2023	41
LPL Financial LLC	26	15	0.22%	0.37%	0.68%	Q2 2013	Q3 2023	41
SIGNATUREFD, LLC	27	14	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	41
Sandy Spring Bank	38	3	0.01%	0.07%	0.16%	Q2 2013	Q3 2023	41
CAPTRUST FINANCIAL ADVISORS	29	12	0.01%	0.21%	0.77%	Q2 2013	Q3 2023	41
Triangle Securities Wealth Management	31	10	0.27%	0.56%	0.89%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	2.03%	4.57%	6.34%	Q2 2013	Q2 2023	41
Gradient Investments LLC	24	17	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	41
Baystate Wealth Management LLC	40	1	0.16%	0.32%	0.53%	Q2 2013	Q3 2023	41
Newman Dignan & Sheerar, Inc.	41	41	0.09%	1.37%	2.69%	Q3 2013	Q3 2023	41
EXENCIAL WEALTH ADVISORS, LLC	24	8	0.02%	0.08%	0.12%	Q1 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.17%	0.39%	0.66%	Q3 2013	Q3 2023	41
TELEMUS CAPITAL, LLC	41	41	0.05%	0.28%	1.71%	Q3 2013	Q3 2023	41
Rehmann Capital Advisory Group	15	2	0.03%	0.10%	0.27%	Q1 2012	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
M&T BANK CORP	26	15	0.03%	0.19%	1.11%	Q2 2013	Q3 2023	41
BAILARD, INC.	31	10	0.01%	0.04%	0.13%	Q2 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.09%	0.32%	0.76%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.03%	0.05%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.29%	0.84%	1.90%	Q2 2013	Q3 2023	41
Capital Investment Advisors, LLC	38	2	1.83%	4.74%	6.47%	Q4 2013	Q4 2023	40
OPTIMUM INVESTMENT ADVISORS	34	2	0.01%	0.12%	0.17%	Q3 2013	Q4 2023	40
Addison Capital Co	40	40	0.34%	0.70%	1.19%	Q4 2013	Q3 2023	40
PRIO WEALTH LIMITED PARTNERSHIP	40	40	0.01%	0.01%	0.02%	Q4 2013	Q3 2023	40
FAS Wealth Partners, Inc.	40	40	0.05%	0.19%	0.42%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.07%	0.32%	0.73%	Q4 2013	Q3 2023	40
King Wealth Management Group	40	40	0.06%	0.14%	0.40%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	3.04%	3.86%	4.82%	Q4 2013	Q3 2023	40
Blue Fin Capital, Inc.	40	40	0.33%	0.83%	1.24%	Q4 2013	Q3 2023	40
JOHNSON INVESTMENT COUNSEL INC	40	40	0.01%	0.03%	0.05%	Q4 2013	Q3 2023	40
Bouchey Financial Group Ltd	40	40	0.17%	0.32%	0.65%	Q4 2013	Q3 2023	40
Baltimore-Washington Financial Advisors, Inc.	40	40	0.08%	0.60%	1.43%	Q4 2013	Q3 2023	40
Shoker Investment Counsel, Inc.	40	40	0.14%	0.65%	1.53%	Q4 2013	Q3 2023	40
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	40	40	1.85%	2.75%	3.38%	Q4 2013	Q3 2023	40
HOLLENCREST CAPITAL MANAGEMENT	40	40	0.17%	0.55%	2.18%	Q4 2013	Q3 2023	40
American Money Management, LLC	40	40	1.29%	2.40%	5.12%	Q4 2013	Q3 2023	40
Ballentine Partners, LLC	28	12	0.01%	0.03%	0.07%	Q2 2013	Q3 2023	40
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	27	4	0.20%	1.98%	9.06%	Q2 2013	Q3 2023	40
ROCKY MOUNTAIN ADVISERS, LLC	40	40	0.52%	2.45%	4.04%	Q4 2013	Q3 2023	40
Curbstone Financial Management Corp	40	40	0.14%	0.25%	0.54%	Q1 2014	Q4 2023	40
Janney Montgomery Scott LLC	29	11	0.22%	0.40%	0.54%	Q3 2013	Q3 2023	40
CIBC Private Wealth Group, LLC	39	39	0.01%	0.02%	0.02%	Q1 2014	Q3 2023	39
Mathes Company, Inc.	37	2	0.36%	0.49%	0.88%	Q4 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.04%	0.15%	Q1 2014	Q3 2023	39
CPWM, LLC	20	19	0.02%	0.10%	0.76%	Q2 2012	Q3 2022	39
TCTC Holdings, LLC	21	18	0.01%	0.02%	0.03%	Q4 2013	Q3 2023	39
Johnson Financial Group, Inc.	39	39	0.01%	0.01%	0.07%	Q1 2014	Q3 2023	39
HOWE & RUSLING INC	39	39	0.02%	0.12%	0.32%	Q2 2013	Q4 2022	39
CHOREO, LLC	39	39	0.07%	0.16%	0.32%	Q1 2014	Q3 2023	39
Stonebridge Capital Advisors LLC	27	12	0.02%	0.07%	0.15%	Q4 2013	Q3 2023	39
CAPE COD FIVE CENTS SAVINGS BANK	39	39	0.02%	0.06%	0.09%	Q2 2013	Q4 2022	39
Occidental Asset Management, LLC	39	39	0.43%	1.46%	3.75%	Q1 2014	Q3 2023	39
DELTA ASSET MANAGEMENT LLC/TN	35	4	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	39
Bartlett & Co. LLC	23	16	0.00%	0.01%	0.01%	Q1 2014	Q4 2023	39
HSBC HOLDINGS PLC	15	2	0.00%	0.00%	0.05%	Q1 2012	Q3 2023	39
Freedom Investment Management, Inc.	39	39	0.02%	0.06%	0.25%	Q1 2014	Q3 2023	39
Financial Architects, Inc	25	4	0.03%	0.08%	0.22%	Q2 2013	Q2 2023	39
1832 Asset Management L.P.	39	39	0.00%	0.01%	0.03%	Q1 2014	Q3 2023	39
FIRST MANHATTAN CO. LLC.	31	7	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	38
Moors & Cabot, Inc.	38	38	0.04%	0.13%	0.32%	Q2 2014	Q3 2023	38
PETTYJOHN, WOOD & WHITE, INC	38	38	0.09%	0.46%	1.18%	Q2 2014	Q3 2023	38
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	38	38	0.02%	0.04%	0.08%	Q2 2014	Q3 2023	38
PICTET BANK & TRUST Ltd	38	38	0.28%	2.25%	4.06%	Q4 2013	Q1 2023	38
ATWOOD & PALMER INC	38	38	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	38
Sequoia Financial Advisors, LLC	30	8	0.01%	0.14%	0.53%	Q1 2014	Q3 2023	38
ACG Wealth	38	38	0.09%	0.52%	3.97%	Q2 2013	Q3 2022	38
UBS Group AG	36	36	0.00%	0.10%	0.17%	Q4 2014	Q3 2023	38
North Star Investment Management Corp.	21	17	0.00%	0.01%	0.02%	Q1 2014	Q3 2023	38
Neuberger Berman Group LLC	37	37	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	37
Lowe Wealth Advisors, LLC	37	37	0.01%	2.07%	3.96%	Q4 2014	Q4 2023	37
Essex Financial Services, Inc.	19	1	0.06%	0.38%	0.63%	Q2 2013	Q3 2023	37
TOCQUEVILLE ASSET MANAGEMENT L.P.	36	1	0.01%	0.01%	0.02%	Q2 2014	Q3 2023	37
Stratos Wealth Partners, LTD.	37	37	0.10%	0.42%	2.25%	Q3 2014	Q3 2023	37
EisnerAmper Wealth Management Corporate Benefits, LLC	37	37	3.89%	7.51%	12.63%	Q4 2014	Q4 2023	37
BAR HARBOR TRUST SERVICES	37	37	0.00%	1.31%	3.75%	Q2 2013	Q2 2022	37
ALLIANCEBERNSTEIN L.P.	37	37	0.00%	0.01%	0.04%	Q3 2014	Q3 2023	37
INVESTMENT PARTNERS, LTD.	36	36	0.64%	1.67%	2.98%	Q4 2014	Q3 2023	36
FIRST HAWAIIAN BANK	21	15	0.05%	0.16%	0.28%	Q2 2013	Q3 2023	36
Cambridge Advisors Inc.	36	36	0.16%	0.22%	0.31%	Q4 2014	Q3 2023	36
LINCOLN NATIONAL CORP	36	36	0.02%	0.31%	0.62%	Q4 2014	Q3 2023	36
Bray Capital Advisors	36	36	0.02%	0.15%	0.38%	Q4 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.06%	0.14%	0.47%	Q4 2014	Q3 2023	36
Advisory Services Network, LLC	27	1	0.03%	0.05%	0.09%	Q4 2013	Q3 2023	36
Sigma Planning Corp	36	36	0.08%	0.16%	0.49%	Q4 2014	Q3 2023	36
EATON VANCE MANAGEMENT	36	36	0.00%	0.00%	0.01%	Q2 2013	Q1 2022	36
DOWLING & YAHNKE LLC	36	36	0.03%	0.07%	0.11%	Q4 2013	Q3 2022	36
COMPTON CAPITAL MANAGEMENT INC /RI	36	36	0.13%	0.38%	0.58%	Q2 2013	Q1 2022	36
Blue Chip Partners, LLC	36	36	0.04%	0.07%	0.16%	Q4 2014	Q3 2023	36
COMMERCE BANK	36	36	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	3.24%	3.59%	4.12%	Q4 2014	Q3 2023	36
PRIVATE TRUST CO NA	36	36	0.11%	0.16%	0.21%	Q4 2014	Q3 2023	36
MITCHELL MCLEOD PUGH & WILLIAMS INC	36	36	0.25%	0.53%	1.18%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	1.97%	4.51%	8.52%	Q4 2014	Q3 2023	36
Glassman Wealth Services	36	36	0.09%	0.22%	0.41%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.64%	1.22%	1.71%	Q4 2014	Q3 2023	36
CITY HOLDING CO	32	4	0.01%	0.02%	0.05%	Q4 2013	Q3 2023	36
Argent Trust Co	36	36	0.10%	0.26%	0.49%	Q4 2014	Q3 2023	36
Choate Investment Advisors	16	5	0.01%	0.02%	0.03%	Q3 2014	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.02%	0.06%	0.26%	Q2 2013	Q4 2021	35
THRIVENT FINANCIAL FOR LUTHERANS	21	14	0.00%	0.01%	0.04%	Q3 2014	Q3 2023	35
Evercore Wealth Management, LLC	20	6	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	35
Roble, Belko & Company, Inc	35	35	0.72%	2.47%	4.24%	Q1 2015	Q3 2023	35
Avidian Wealth Solutions, LLC	27	2	0.01%	6.23%	28.24%	Q4 2013	Q1 2023	35
Alpha Cubed Investments, LLC	35	35	0.04%	0.74%	4.15%	Q1 2015	Q3 2023	35
SeaBridge Investment Advisors LLC	31	1	0.04%	0.08%	0.11%	Q2 2013	Q2 2022	35
Acropolis Investment Management, LLC	35	35	0.03%	0.06%	0.08%	Q1 2015	Q3 2023	35
FAGAN ASSOCIATES, INC.	24	11	0.05%	1.85%	6.16%	Q1 2014	Q3 2023	35
People's United Financial, Inc.	18	17	0.00%	0.01%	0.03%	Q2 2013	Q1 2022	35
Mariner, LLC	35	35	0.01%	0.09%	0.22%	Q1 2015	Q3 2023	35
Koshinski Asset Management, Inc.	19	16	0.06%	0.26%	0.61%	Q4 2014	Q3 2023	35
NWAM LLC	28	1	0.07%	0.39%	0.55%	Q1 2013	Q3 2023	35
SMITH, MOORE & CO.	25	10	0.06%	0.13%	0.17%	Q4 2013	Q3 2023	35
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	28	7	0.02%	0.05%	0.13%	Q2 2014	Q3 2023	35
Harbour Capital Advisors, LLC	28	3	0.60%	0.97%	2.21%	Q1 2013	Q4 2023	35
BALASA DINVERNO & FOLTZ LLC	34	34	0.02%	0.04%	0.07%	Q2 2014	Q3 2022	34
Homrich & Berg	34	34	0.12%	0.18%	0.32%	Q2 2013	Q3 2021	34
Tradewinds Capital Management, LLC	34	34	0.01%	0.06%	0.13%	Q4 2013	Q1 2022	34
American Research & Management Co.	34	34	0.00%	0.04%	0.13%	Q2 2014	Q3 2022	34
WEDBUSH SECURITIES INC	12	1	0.02%	0.11%	0.45%	Q2 2013	Q3 2023	34
COMERICA BANK	17	1	0.00%	0.02%	0.09%	Q2 2013	Q3 2023	34
EDMOND DE ROTHSCHILD HOLDING S.A.	34	34	0.00%	0.02%	0.23%	Q2 2015	Q3 2023	34
M Holdings Securities, Inc.	27	2	0.08%	0.50%	1.24%	Q4 2013	Q1 2023	34
MISSION WEALTH MANAGEMENT, LP	34	34	0.03%	0.08%	0.36%	Q2 2015	Q3 2023	34
GUYASUTA INVESTMENT ADVISORS INC	34	34	0.04%	0.05%	0.06%	Q2 2015	Q3 2023	34
Harfst & Associates, Inc.	34	34	0.09%	1.58%	5.87%	Q2 2015	Q3 2023	34
Alexandria Capital, LLC	34	34	0.31%	1.31%	5.01%	Q2 2013	Q3 2021	34
QUADRANT CAPITAL GROUP LLC	34	34	0.02%	0.10%	0.38%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.04%	0.09%	0.30%	Q2 2015	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.04%	0.08%	0.13%	Q2 2013	Q3 2021	34
Loudon Investment Management, LLC	34	34	0.18%	0.58%	1.93%	Q2 2015	Q3 2023	34
Drexel Morgan & Co.	33	33	0.42%	1.68%	2.26%	Q2 2013	Q2 2021	33
Tower Research Capital LLC (TRC)	16	1	0.00%	0.10%	0.51%	Q3 2013	Q3 2023	33
MARK SHEPTOFF FINANCIAL PLANNING, LLC	33	33	0.01%	0.04%	0.05%	Q3 2015	Q3 2023	33
SEGALL BRYANT & HAMILL, LLC	21	5	0.01%	0.01%	0.03%	Q1 2013	Q3 2023	33
Domani Wealth, LLC	33	33	0.42%	1.24%	4.62%	Q1 2015	Q1 2023	33
BAR HARBOR WEALTH MANAGEMENT	33	33	0.06%	0.09%	0.11%	Q3 2015	Q3 2023	33
Cornerstone Advisory, LLC	32	32	0.99%	2.44%	6.32%	Q4 2015	Q3 2023	32
Asset Dedication, LLC	32	32	0.04%	0.18%	0.51%	Q4 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	8.19%	11.41%	19.60%	Q4 2015	Q3 2023	32
ARCADIA INVESTMENT MANAGEMENT CORP/MI	32	32	0.01%	0.02%	0.03%	Q4 2015	Q3 2023	32
PATTEN & PATTEN INC/TN	30	2	0.02%	0.03%	0.05%	Q4 2013	Q3 2023	32
Oakworth Capital, Inc.	32	32	0.00%	0.01%	0.01%	Q4 2015	Q3 2023	32
O'Brien Wealth Partners LLC	32	32	0.27%	1.81%	15.48%	Q4 2015	Q3 2023	32
BBVA USA Bancshares, Inc.	32	32	1.34%	1.94%	2.76%	Q2 2013	Q1 2021	32
Anchor Investment Management, LLC	32	32	0.00%	0.00%	0.02%	Q1 2016	Q4 2023	32
CWM, LLC	24	8	0.00%	0.03%	0.15%	Q3 2015	Q3 2023	32
First Heartland Consultants, Inc.	30	2	0.03%	0.28%	1.02%	Q2 2013	Q3 2023	32
First American Bank	19	4	0.02%	0.06%	0.34%	Q3 2013	Q4 2021	32
Hilltop Holdings Inc.	18	14	0.06%	0.85%	2.62%	Q2 2013	Q3 2023	32
UMB Bank, n.a.	32	32	0.04%	0.19%	0.42%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.19%	0.97%	2.18%	Q4 2015	Q3 2023	32
PEOPLES BANK /OH	32	32	0.44%	1.02%	1.90%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
Parallax Volatility Advisers, L.P.	20	1	0.00%	0.00%	0.01%	Q3 2013	Q2 2019	32
Ausdal Financial Partners, Inc.	32	32	0.11%	0.35%	1.10%	Q4 2015	Q3 2023	32
MASSMUTUAL TRUST CO FSB/ADV	22	10	0.00%	0.01%	0.06%	Q1 2014	Q4 2023	32
ENTERPRISE FINANCIAL SERVICES CORP	32	32	0.00%	0.04%	0.10%	Q3 2013	Q2 2021	32
High Falls Advisors, Inc	32	32	0.48%	0.65%	0.95%	Q4 2015	Q3 2023	32
Psagot Value Holdings Ltd.	32	32	0.03%	0.05%	0.07%	Q2 2013	Q1 2021	32
MCF Advisors LLC	24	1	0.02%	0.04%	0.08%	Q4 2011	Q3 2023	32
Compagnie Lombard Odier SCmA	24	7	0.00%	0.00%	0.02%	Q2 2014	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	1.62%	2.49%	3.34%	Q1 2014	Q3 2023	31
Krilogy Financial LLC	31	31	0.03%	0.09%	0.48%	Q3 2015	Q1 2023	31
Simmons Bank	31	31	0.71%	1.26%	2.40%	Q1 2016	Q3 2023	31
Lido Advisors, LLC	31	31	0.01%	0.12%	0.50%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.08%	0.44%	0.97%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.02%	0.10%	0.22%	Q4 2015	Q3 2023	31
Intercontinental Wealth Advisors, LLC	31	31	0.16%	0.72%	1.82%	Q4 2015	Q2 2023	31
REILLY FINANCIAL ADVISORS, LLC	25	6	0.00%	0.00%	0.03%	Q2 2013	Q4 2021	31
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	28	2	0.01%	0.02%	0.06%	Q1 2015	Q3 2023	30
BANK HAPOALIM BM	25	1	0.02%	0.74%	3.24%	Q4 2013	Q4 2021	30
MOTCO	26	4	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	30
Berkeley Capital Partners, LLC	18	12	0.09%	0.16%	0.21%	Q4 2015	Q3 2023	30
AMERICAN NATIONAL BANK	30	30	0.00%	0.03%	0.09%	Q2 2016	Q3 2023	30
PINNACLE FINANCIAL PARTNERS INC	30	30	0.03%	0.15%	0.34%	Q2 2016	Q3 2023	30
SevenBridge Financial Group, LLC	30	30	0.15%	0.28%	0.44%	Q2 2016	Q3 2023	30
BUCKINGHAM STRATEGIC WEALTH, LLC	29	1	0.03%	0.27%	1.50%	Q2 2015	Q3 2023	30
Partnervest Advisory Services LLC	30	30	0.05%	0.37%	1.22%	Q2 2013	Q3 2020	30
Perkins Coie Trust Co	14	7	0.00%	0.03%	0.07%	Q3 2014	Q3 2023	30
Brown Advisory Securities, LLC	29	1	0.07%	0.32%	1.55%	Q1 2015	Q3 2022	30
Ancora Advisors LLC	29	1	0.02%	0.04%	0.05%	Q1 2016	Q3 2023	30
Jacobi Capital Management LLC	30	30	0.01%	0.04%	0.08%	Q2 2016	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.07%	0.18%	0.30%	Q2 2013	Q3 2020	30
FCG ADVISORS, LLC	30	30	0.24%	0.70%	1.40%	Q2 2013	Q3 2020	30
NewEdge Advisors, LLC	24	1	0.04%	0.63%	3.44%	Q4 2014	Q3 2023	30
HOWLAND CAPITAL MANAGEMENT LLC	23	1	0.01%	0.02%	0.02%	Q2 2014	Q4 2022	30
CREDIT SUISSE AG/	26	4	0.00%	0.01%	0.05%	Q1 2013	Q3 2020	30
Peak Asset Management, LLC	30	30	0.10%	0.28%	0.45%	Q2 2016	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	0.01%	0.08%	0.18%	Q2 2016	Q3 2023	30
V Wealth Advisors LLC	18	11	0.11%	0.21%	0.26%	Q1 2016	Q2 2023	29
NEXT Financial Group, Inc	14	1	0.01%	0.08%	0.22%	Q2 2014	Q4 2021	29
Relative Value Partners Group, LLC	23	6	0.09%	0.12%	0.16%	Q4 2015	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.11%	0.19%	0.28%	Q4 2013	Q4 2020	29
Laurel Wealth Advisors, Inc.	29	29	0.16%	0.37%	0.64%	Q4 2015	Q4 2022	29
GRIMES & COMPANY, INC.	17	12	0.01%	0.03%	0.04%	Q4 2015	Q3 2023	29
Cornerstone Wealth Management, LLC	25	1	0.15%	0.62%	1.70%	Q1 2016	Q3 2023	29
WEALTHSOURCE PARTNERS, LLC	16	1	0.02%	0.08%	0.46%	Q1 2016	Q3 2023	29
BRIGHTON JONES LLC	26	3	0.10%	0.15%	0.21%	Q1 2016	Q3 2023	29
NATIXIS ADVISORS, L.P.	15	1	0.01%	0.02%	0.02%	Q2 2013	Q3 2023	29
FIRST MIDWEST BANK TRUST DIVISION	29	29	0.04%	0.08%	0.12%	Q4 2014	Q4 2021	29
ASPIRIANT, LLC	23	3	0.02%	0.06%	0.09%	Q2 2015	Q3 2023	29
Mechanics Bank Trust Department	29	29	0.58%	0.72%	0.84%	Q3 2016	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	29
InterOcean Capital, LLC	29	29	0.10%	0.33%	0.71%	Q2 2013	Q2 2020	29
United Bank	28	28	0.33%	1.04%	2.46%	Q4 2016	Q3 2023	28
BOYS ARNOLD & CO INC	28	28	0.16%	0.36%	0.61%	Q2 2013	Q1 2020	28
Stratford Consulting, LLC	28	28	8.92%	11.53%	12.78%	Q2 2013	Q1 2020	28
Baker Ellis Asset Management LLC	28	28	0.04%	0.04%	0.05%	Q3 2013	Q2 2020	28
BRINKER CAPITAL INC	26	2	0.09%	0.79%	1.84%	Q2 2013	Q2 2020	28
BEESE FULMER INVESTMENT MANAGEMENT, INC.	12	1	0.02%	0.04%	0.10%	Q2 2013	Q3 2023	28
Annex Advisory Services, LLC	20	1	0.01%	0.09%	0.24%	Q2 2013	Q4 2022	28
O'Dell Group, LLC	28	28	9.14%	11.27%	13.07%	Q4 2016	Q3 2023	28
KAYS FINANCIAL ADVISORY CORP /ADV	28	28	0.13%	0.29%	0.55%	Q4 2013	Q3 2020	28
Parallel Advisors, LLC	28	28	0.06%	0.16%	0.28%	Q4 2016	Q3 2023	28
Connecticut Wealth Management, LLC	18	10	0.24%	0.83%	2.46%	Q3 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.27%	0.50%	0.93%	Q1 2016	Q4 2022	28
BigSur Wealth Management LLC	28	28	0.28%	0.37%	0.63%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	1.35%	2.24%	2.86%	Q4 2016	Q3 2023	28
BARCLAYS PLC	24	1	0.00%	0.00%	0.01%	Q2 2013	Q1 2023	28
FIRST NATIONAL TRUST CO	28	28	0.02%	0.04%	0.06%	Q4 2016	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.03%	1.89%	11.04%	Q4 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.06%	0.08%	0.11%	Q1 2017	Q4 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.16%	0.35%	0.68%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.18%	0.44%	0.90%	Q4 2016	Q3 2023	28
Parkside Financial Bank & Trust	28	28	0.01%	0.02%	0.04%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.01%	1.10%	2.51%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.01%	0.22%	0.57%	Q4 2016	Q3 2023	28
Covenant Asset Management, LLC	28	28	0.08%	0.16%	0.31%	Q4 2016	Q3 2023	28
Kingsview Wealth Management, LLC	20	6	0.00%	0.22%	0.66%	Q1 2017	Q3 2023	28
Flaharty Asset Management, LLC	28	28	2.99%	4.55%	15.43%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.06%	0.10%	0.18%	Q4 2016	Q3 2023	28
Farmers & Merchants Trust Co of Chambersburg PA	28	28	0.07%	0.08%	0.14%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.60%	0.99%	2.10%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.51%	0.96%	1.75%	Q4 2016	Q3 2023	28
Savant Capital, LLC	28	28	0.02%	0.07%	0.22%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.06%	0.18%	0.52%	Q4 2016	Q3 2023	28
Sunbelt Securities, Inc.	28	28	0.03%	0.29%	0.58%	Q4 2016	Q3 2023	28
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.24%	0.38%	0.62%	Q2 2013	Q4 2019	27
Bruderman Asset Management, LLC	25	2	0.50%	0.79%	1.50%	Q1 2015	Q4 2021	27
Beaumont Financial Partners, LLC	26	1	0.04%	0.09%	0.15%	Q4 2015	Q3 2022	27
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	27	27	0.05%	0.06%	0.07%	Q1 2017	Q3 2023	27
Spectrum Management Group, LLC	18	9	0.00%	0.08%	0.36%	Q4 2013	Q3 2022	27
First Financial Bank - Trust Division	26	1	0.04%	0.07%	0.19%	Q4 2013	Q3 2020	27
Valmark Advisers, Inc.	26	1	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.03%	0.10%	0.20%	Q4 2016	Q3 2023	27
SUMITOMO MITSUI FINANCIAL GROUP, INC.	27	27	0.04%	0.12%	0.21%	Q1 2017	Q3 2023	27
RITHOLTZ WEALTH MANAGEMENT	26	1	0.03%	0.09%	0.22%	Q4 2016	Q3 2023	27
Conservest Capital Advisors, Inc.	27	27	0.12%	0.15%	0.22%	Q1 2017	Q3 2023	27
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	21	6	0.04%	0.29%	0.57%	Q2 2013	Q2 2021	27
Canal Capital Management, LLC	27	27	0.06%	0.32%	1.18%	Q1 2017	Q3 2023	27
Good Life Advisors, LLC	27	27	0.07%	0.15%	0.28%	Q1 2017	Q3 2023	27
Riggs Asset Managment Co. Inc.	15	12	0.00%	0.02%	0.16%	Q4 2016	Q3 2023	27
Lenox Wealth Management, Inc.	27	27	0.62%	1.37%	2.54%	Q4 2013	Q2 2020	27
Haverford Trust Co	27	27	0.01%	0.01%	0.04%	Q1 2017	Q3 2023	27
Sequent Asset Management, LLC	27	27	0.18%	0.29%	0.44%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	0.76%	1.63%	2.86%	Q2 2015	Q4 2021	27
Calamos Wealth Management LLC	27	27	0.05%	0.06%	0.08%	Q1 2017	Q3 2023	27
Perigon Wealth Management, LLC	14	1	0.02%	0.07%	0.19%	Q3 2011	Q3 2023	27
Estate Counselors, LLC	12	1	0.01%	0.09%	0.40%	Q2 2015	Q3 2022	26
MADISON INVESTMENT HOLDINGS INC	26	26	0.04%	0.24%	0.50%	Q2 2013	Q3 2019	26
BB&T SECURITIES, LLC	26	26	0.01%	0.11%	0.43%	Q2 2013	Q3 2019	26
Arete Wealth Advisors, LLC	16	1	0.02%	0.09%	0.16%	Q4 2016	Q3 2023	26
MATRIX ASSET ADVISORS INC/NY	22	1	0.02%	0.06%	0.08%	Q1 2014	Q3 2023	26
Bridgeworth, LLC	23	3	0.02%	0.10%	0.20%	Q4 2016	Q3 2023	26
CHEMUNG CANAL TRUST CO	26	26	0.06%	0.07%	0.09%	Q3 2017	Q4 2023	26
Aveo Capital Partners, LLC	14	1	0.05%	0.41%	1.02%	Q4 2016	Q3 2023	26
PINNACLE ASSOCIATES LTD	26	26	0.01%	0.02%	0.04%	Q2 2017	Q3 2023	26
HALL CAPITAL MANAGEMENT CO INC	13	3	0.15%	0.20%	0.24%	Q4 2016	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.47%	0.80%	1.04%	Q2 2013	Q3 2019	26
PITTENGER & ANDERSON INC	26	26	0.00%	0.01%	0.01%	Q2 2014	Q3 2020	26
Millburn Ridgefield Corp	26	26	0.00%	0.04%	0.28%	Q4 2016	Q1 2023	26
HYMAN CHARLES D	26	26	0.02%	0.03%	0.03%	Q2 2017	Q3 2023	26
Founders Capital Management	13	13	0.03%	0.04%	0.06%	Q1 2017	Q4 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.28%	0.77%	1.44%	Q2 2017	Q3 2023	26
Community Bank, N.A.	21	4	0.00%	0.00%	0.00%	Q4 2015	Q1 2023	25
COBIZ WEALTH, LLC	25	25	3.85%	4.57%	5.74%	Q2 2013	Q2 2019	25
Venturi Wealth Management, LLC	10	1	0.02%	0.79%	7.06%	Q1 2016	Q3 2023	25
OneDigital Investment Advisors LLC	20	5	0.02%	0.09%	0.40%	Q2 2017	Q3 2023	25
FIRST FOUNDATION ADVISORS	19	3	0.01%	0.02%	0.04%	Q4 2014	Q3 2023	25
Voya Financial Advisors, Inc.	25	25	0.07%	0.18%	0.42%	Q1 2015	Q1 2021	25
Cerity Partners LLC	14	11	0.01%	0.03%	0.09%	Q1 2017	Q3 2023	25
Norway Savings Bank	25	25	0.02%	0.04%	0.06%	Q4 2016	Q4 2022	25
SNS Financial Group, LLC	25	25	0.04%	0.07%	0.11%	Q4 2016	Q4 2022	25
ARTHUR M. COHEN & ASSOCIATES, LLC	21	1	0.09%	0.30%	0.53%	Q3 2014	Q4 2022	25
Allworth Financial LP	22	3	0.00%	0.05%	0.29%	Q4 2016	Q3 2023	25
MPS Loria Financial Planners, LLC	21	4	0.57%	0.96%	1.61%	Q2 2017	Q3 2023	25
QUEST INVESTMENT MANAGEMENT LLC	25	25	0.04%	0.34%	0.82%	Q4 2013	Q4 2019	25
STEPHENS INC /AR/	23	2	0.01%	0.07%	0.17%	Q2 2017	Q3 2023	25
YorkBridge Wealth Partners, LLC	25	25	0.40%	0.72%	0.98%	Q4 2016	Q4 2022	25
Burt Wealth Advisors	25	25	0.01%	0.08%	0.26%	Q4 2014	Q4 2020	25
PARAMETRIC PORTFOLIO ASSOCIATES LLC	25	25	0.00%	0.00%	0.00%	Q1 2016	Q1 2022	25
Diversified Trust Co	25	25	0.02%	0.04%	0.08%	Q4 2017	Q4 2023	25
Belpointe Asset Management LLC	25	25	0.09%	0.30%	2.00%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.01%	0.02%	0.04%	Q3 2017	Q3 2023	25
RWA WEALTH PARTNERS, LLC	12	12	0.01%	0.06%	0.12%	Q1 2017	Q3 2023	24
Providence Capital Advisors, LLC	24	24	0.00%	0.03%	0.13%	Q4 2017	Q3 2023	24
HWG Holdings LP	11	2	0.00%	0.01%	0.09%	Q2 2017	Q4 2023	24
SALEM INVESTMENT COUNSELORS INC	18	6	0.01%	0.02%	0.04%	Q1 2014	Q3 2023	24
Capital Investment Advisory Services, LLC	24	24	0.05%	0.09%	0.14%	Q4 2017	Q3 2023	24
CHEMICAL BANK	24	24	0.13%	0.22%	0.29%	Q3 2013	Q2 2019	24
Palisade Asset Management, LLC	24	24	0.14%	0.18%	0.24%	Q4 2017	Q3 2023	24
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	11	1	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	24
Dynamic Advisor Solutions LLC	24	24	0.26%	0.57%	0.84%	Q4 2017	Q3 2023	24
CIBC BANK USA	24	24	0.11%	0.13%	0.18%	Q1 2014	Q4 2019	24
Carmichael Hill & Associates, Inc.	24	24	1.71%	2.32%	3.16%	Q4 2017	Q3 2023	24
Berkshire Money Management, Inc.	13	4	0.04%	4.80%	9.95%	Q3 2013	Q1 2023	24
Rossmore Private Capital	24	24	0.07%	0.11%	0.35%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.37%	0.59%	0.97%	Q4 2017	Q3 2023	24
MARINO, STRAM & ASSOCIATES LLC	24	24	0.57%	9.30%	11.15%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.08%	0.15%	0.23%	Q4 2017	Q3 2023	24
LexAurum Advisors, LLC	24	24	0.16%	0.62%	2.08%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.05%	0.20%	0.39%	Q4 2017	Q3 2023	24
CADENCE BANK NA	20	4	0.22%	0.47%	0.74%	Q2 2014	Q2 2022	24
DUBUQUE BANK & TRUST CO	24	24	0.03%	0.11%	0.47%	Q2 2013	Q1 2019	24
Steinberg Global Asset Management	24	24	0.05%	0.79%	3.44%	Q2 2013	Q1 2019	24
Cardan Capital Partners, LLC	24	24	0.68%	3.31%	5.23%	Q4 2015	Q3 2021	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.02%	0.09%	0.20%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	0.25%	1.26%	2.98%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.01%	0.01%	0.03%	Q4 2017	Q3 2023	24
Bank OZK	24	24	0.11%	0.68%	0.94%	Q4 2017	Q3 2023	24
Johanson Financial Advisors, Inc.	20	4	0.60%	0.78%	1.13%	Q4 2015	Q4 2021	24
Corient Capital Partners, LLC	14	10	0.02%	0.10%	0.63%	Q3 2016	Q3 2022	24
AE Wealth Management LLC	24	24	0.01%	0.03%	0.10%	Q4 2017	Q3 2023	24
KWMG, LLC	22	1	0.01%	0.20%	0.85%	Q4 2016	Q3 2023	24
Smart Money Group LLC	24	24	0.81%	3.52%	9.26%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	1.68%	3.54%	6.13%	Q4 2015	Q3 2021	24
Stevens First Principles Investment Advisors	15	9	0.02%	0.02%	0.03%	Q2 2013	Q2 2019	24
AJ WEALTH STRATEGIES, LLC	14	10	0.04%	0.37%	1.44%	Q4 2016	Q2 2023	24
SeaCrest Wealth Management, LLC	24	24	0.05%	0.08%	0.12%	Q4 2017	Q3 2023	24
WESCAP Management Group, Inc.	24	24	0.08%	0.11%	0.13%	Q4 2017	Q3 2023	24
TIEDEMANN ADVISORS, LLC	23	1	0.03%	0.43%	0.72%	Q3 2017	Q3 2023	24
NVWM, LLC	24	24	0.06%	0.28%	0.67%	Q4 2017	Q3 2023	24
EVERGREEN CAPITAL MANAGEMENT LLC	24	24	0.02%	0.04%	0.08%	Q4 2017	Q3 2023	24
WoodTrust Financial Corp	24	24	0.04%	0.13%	0.34%	Q4 2017	Q3 2023	24
WADE G W & INC	12	3	0.02%	0.07%	0.12%	Q4 2014	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.30%	0.41%	0.56%	Q4 2017	Q3 2023	24
Martin Capital Partners, LLC	24	24	0.16%	0.25%	0.97%	Q1 2018	Q4 2023	24
Apriem Advisors	17	1	0.02%	0.03%	0.05%	Q2 2013	Q1 2022	24
Financial Partners Group, Inc	24	24	0.17%	0.37%	0.67%	Q4 2017	Q3 2023	24
TRUST DEPARTMENT MB FINANCIAL BANK N A	24	24	0.05%	0.10%	0.14%	Q2 2013	Q1 2019	24
Thomasville National Bank	20	1	0.00%	0.22%	0.34%	Q1 2015	Q3 2023	24
VALLEY WEALTH MANAGERS, INC.	20	4	0.01%	0.36%	0.53%	Q2 2016	Q3 2023	24
Ellenbecker Investment Group	24	24	0.48%	2.92%	9.75%	Q4 2017	Q3 2023	24
Broadleaf Partners, LLC	14	9	0.10%	0.13%	0.19%	Q4 2017	Q3 2023	23
Truepoint, Inc.	12	11	0.01%	0.02%	0.03%	Q2 2017	Q3 2023	23
VICUS CAPITAL	23	23	0.08%	0.14%	0.21%	Q1 2014	Q3 2019	23
STEEL GROVE CAPITAL ADVISORS, LLC	17	6	0.19%	0.35%	0.71%	Q2 2013	Q1 2019	23
WealthTrust-Arizona, LLC	23	23	2.73%	4.58%	8.09%	Q2 2013	Q4 2018	23
Advisory Alpha, LLC	17	1	0.00%	0.19%	0.78%	Q4 2013	Q3 2020	23
Patriot Financial Group Insurance Agency, LLC	23	23	0.02%	0.05%	0.09%	Q4 2016	Q2 2022	23
PLANNING DIRECTIONS INC	23	23	0.89%	3.66%	5.49%	Q1 2018	Q3 2023	23
Sonora Investment Management, LLC	20	3	0.00%	0.01%	0.02%	Q3 2015	Q3 2021	23
Eldridge Investment Advisors, Inc.	14	9	0.10%	0.12%	0.18%	Q4 2017	Q3 2023	23
Aries Wealth Management	17	6	2.08%	2.60%	3.57%	Q4 2017	Q3 2023	23
Crestwood Advisors Group, LLC	23	23	0.01%	0.04%	0.09%	Q1 2014	Q3 2019	23
Snowden Capital Advisors LLC	15	8	0.03%	0.09%	0.13%	Q4 2017	Q3 2023	23
Holistic Financial Partners	21	2	0.22%	0.42%	0.72%	Q4 2017	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.04%	0.10%	0.18%	Q4 2017	Q2 2023	23
WOLVERINE TRADING, LLC	7	1	0.00%	0.00%	0.01%	Q4 2016	Q1 2023	23
Capital Advisory Group Advisory Services, LLC	23	23	0.95%	1.43%	2.26%	Q1 2018	Q3 2023	23
Focused Wealth Management, Inc	18	5	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	23
BENEDICT FINANCIAL ADVISORS INC	21	2	0.06%	0.18%	0.43%	Q4 2014	Q2 2021	23
Certified Advisory Corp	11	11	0.13%	0.31%	0.61%	Q4 2017	Q3 2023	22
LOEB PARTNERS CORP	19	3	0.11%	0.21%	0.36%	Q2 2013	Q4 2018	22
NewSquare Capital LLC	20	1	0.00%	0.02%	0.03%	Q3 2014	Q2 2023	22
Freestone Capital Holdings, LLC	21	1	0.04%	0.88%	1.91%	Q3 2015	Q3 2023	22
BIRINYI ASSOCIATES INC	22	22	0.15%	0.27%	0.44%	Q2 2013	Q3 2018	22
FRANKLIN RESOURCES INC	14	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	22
Osborn Williams & Donohoe LLC	10	3	0.04%	0.05%	0.08%	Q2 2013	Q1 2020	22
MANUFACTURERS LIFE INSURANCE COMPANY, THE	22	22	0.00%	0.00%	0.01%	Q2 2013	Q3 2018	22
MACNEALY HOOVER INVESTMENT MANAGEMENT INC	14	8	0.16%	0.41%	0.66%	Q4 2013	Q3 2019	22
Institute for Wealth Management, LLC.	20	1	0.05%	0.06%	0.10%	Q2 2017	Q3 2023	22
CX Institutional	22	22	0.02%	1.44%	3.67%	Q2 2018	Q3 2023	22
Crestone Asset Management LLC	13	3	0.04%	0.19%	0.42%	Q4 2016	Q2 2023	22
Mirae Asset Global Investments Co., Ltd.	11	1	0.01%	0.03%	0.20%	Q1 2016	Q3 2023	22
Regal Investment Advisors LLC	20	1	0.02%	0.20%	0.87%	Q2 2013	Q2 2023	22
CALTON & ASSOCIATES, INC.	17	5	0.06%	0.10%	0.21%	Q4 2017	Q2 2023	22
Bangor Savings Bank	16	6	0.02%	0.06%	0.09%	Q2 2013	Q3 2023	22
MILLENNIUM MANAGEMENT LLC	6	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	22
Janney Capital Management LLC	7	1	0.01%	0.17%	0.97%	Q4 2013	Q3 2023	22
PATHSTONE FAMILY OFFICE, LLC	19	3	0.01%	0.09%	0.70%	Q4 2016	Q3 2023	22
LGL PARTNERS, LLC	21	21	0.28%	0.57%	0.87%	Q4 2015	Q4 2020	21
Private Ocean, LLC	13	3	0.00%	0.04%	0.18%	Q1 2018	Q3 2023	21
ASSETMARK, INC	11	1	0.00%	0.13%	0.53%	Q3 2013	Q3 2023	21
SG Americas Securities, LLC	17	1	0.00%	0.06%	0.83%	Q3 2013	Q4 2020	21
Starfire Investment Advisers, Inc.	11	10	3.48%	4.91%	6.20%	Q1 2015	Q2 2020	21
Claraphi Advisory Network, LLC	21	21	0.10%	0.18%	0.28%	Q4 2017	Q4 2022	21
Spectrum Asset Management, Inc. (NB/CA)	21	21	9.41%	13.12%	18.10%	Q4 2014	Q4 2019	21
Atria Investments, Inc	15	6	0.02%	0.09%	0.52%	Q2 2016	Q3 2023	21
WEBSTER BANK, N. A.	17	4	0.00%	0.01%	0.02%	Q4 2017	Q3 2023	21
EP Wealth Advisors, LLC	21	21	0.00%	0.11%	0.30%	Q3 2018	Q3 2023	21
Ruggie Capital Group	17	4	0.10%	6.77%	11.92%	Q4 2014	Q1 2020	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	1.37%	2.03%	2.85%	Q4 2017	Q4 2022	21
TRUSTCORE FINANCIAL SERVICES, LLC	21	21	0.52%	1.47%	3.88%	Q4 2017	Q4 2022	21
Waldron Private Wealth LLC	10	2	0.02%	0.04%	0.06%	Q3 2017	Q3 2023	21
Brookstone Capital Management	7	2	0.00%	0.53%	2.32%	Q2 2015	Q3 2023	21
BerganKDV Wealth Management, LLC	21	21	0.01%	0.02%	0.02%	Q2 2018	Q2 2023	21
MARINER INDEPENDENT ADVISOR NETWORK, LLC	17	1	0.28%	0.47%	1.03%	Q2 2016	Q3 2022	21
Covington Capital Management	21	21	0.04%	0.34%	0.46%	Q3 2017	Q3 2022	21
Northeast Financial Consultants Inc	20	1	0.02%	0.09%	0.17%	Q4 2013	Q3 2023	21
Fieldpoint Private Securities, LLC	21	21	0.01%	0.29%	0.98%	Q1 2017	Q1 2022	21
River Wealth Advisors LLC	18	3	0.04%	0.09%	0.14%	Q2 2018	Q3 2023	21
Hudock, Inc.	20	1	0.00%	0.01%	0.04%	Q2 2013	Q3 2022	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.06%	0.60%	0.87%	Q3 2018	Q3 2023	21
Burleson & Company, LLC	21	21	0.10%	0.20%	0.41%	Q4 2017	Q4 2022	21
Versant Capital Management, Inc	21	21	0.05%	0.06%	0.08%	Q4 2018	Q4 2023	21
ADIRONDACK TRUST CO	20	1	0.00%	0.13%	0.19%	Q4 2017	Q3 2023	21
Ullmann Wealth Partners Group, LLC	19	2	0.07%	0.17%	0.30%	Q1 2017	Q3 2023	21
Private Wealth Advisors, LLC	20	20	0.14%	0.68%	1.55%	Q4 2018	Q3 2023	20
RFG Advisory, LLC	10	2	0.03%	0.32%	0.68%	Q1 2018	Q3 2023	20
Intersect Capital LLC	20	20	0.13%	0.18%	0.26%	Q3 2017	Q2 2022	20
TFG Advisers LLC	20	20	0.44%	0.53%	0.64%	Q4 2018	Q3 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.18%	0.43%	0.66%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.09%	0.13%	0.22%	Q4 2018	Q3 2023	20
Meridian Wealth Advisors, LLC	20	20	0.70%	1.27%	4.98%	Q4 2018	Q3 2023	20
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	20	20	0.21%	1.92%	6.77%	Q4 2018	Q3 2023	20
Traverso Chambers Private Wealth Management, LLC	20	20	0.12%	0.16%	0.20%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.18%	0.23%	0.34%	Q4 2018	Q3 2023	20
Hillcrest Wealth Advisors - NY, LLC	20	20	1.55%	1.98%	2.44%	Q4 2018	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.00%	0.01%	0.01%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.02%	0.06%	0.16%	Q4 2018	Q3 2023	20
Salomon & Ludwin, LLC	20	20	1.05%	2.32%	3.96%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	2.16%	3.15%	4.76%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	3.81%	5.37%	7.91%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.13%	0.24%	0.35%	Q4 2018	Q3 2023	20
Great Point Wealth Advisors, LLC	20	20	0.64%	1.95%	6.91%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	3.65%	4.50%	5.36%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	0.24%	0.71%	1.43%	Q4 2018	Q3 2023	20
HHM Wealth Advisors, LLC	20	20	0.15%	0.27%	0.46%	Q4 2018	Q3 2023	20
Providence Wealth Advisors, LLC	20	20	3.27%	3.86%	4.75%	Q2 2018	Q1 2023	20
Beacon Pointe Advisors, LLC	20	20	0.02%	0.26%	0.73%	Q4 2018	Q3 2023	20
Integrated Wealth Concepts LLC	20	20	0.05%	0.15%	0.70%	Q4 2018	Q3 2023	20
CENTAURUS FINANCIAL, INC.	11	9	0.01%	0.07%	0.33%	Q2 2018	Q3 2023	20
Capital Directions Investment Advisors, LLC	7	3	0.06%	0.19%	0.26%	Q2 2017	Q4 2022	20
Strategic Family Wealth Counselors, L.L.C.	20	20	1.43%	2.39%	3.45%	Q4 2018	Q3 2023	20
LVM CAPITAL MANAGEMENT LTD/MI	10	1	0.03%	0.20%	0.51%	Q2 2013	Q2 2023	20
ORRSTOWN FINANCIAL SERVICES INC	20	20	0.08%	0.49%	1.63%	Q2 2013	Q1 2018	20
BREWIN DOLPHIN LTD	20	20	0.01%	0.02%	0.03%	Q3 2017	Q2 2022	20
American Portfolios Advisors	20	20	0.40%	0.52%	0.69%	Q4 2017	Q3 2022	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.11%	2.78%	3.78%	Q4 2018	Q3 2023	20
Stratos Wealth Advisors, LLC	20	20	0.05%	0.17%	0.48%	Q4 2018	Q3 2023	20
Israel Discount Bank of New York	9	1	0.11%	0.15%	0.20%	Q1 2017	Q3 2023	20
Pinnacle Bancorp, Inc.	10	1	0.02%	0.03%	0.06%	Q1 2017	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.02%	0.04%	0.06%	Q4 2014	Q3 2019	20
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	16	4	0.07%	0.12%	0.24%	Q4 2017	Q3 2023	20
JNBA Financial Advisors	13	1	0.00%	0.16%	0.63%	Q1 2014	Q4 2021	20
Transform Wealth, LLC	20	20	0.15%	0.48%	1.27%	Q4 2018	Q3 2023	20
FIRST COMMONWEALTH FINANCIAL CORP /PA/	20	20	0.23%	0.29%	0.38%	Q4 2018	Q3 2023	20
Cribstone Capital Management, LLC	17	3	0.00%	0.01%	0.03%	Q2 2016	Q4 2022	20
Wealthspire Advisors, L.P.	20	20	0.06%	0.10%	0.19%	Q4 2015	Q3 2020	20
Capital Asset Advisory Services LLC	20	20	0.06%	2.11%	5.63%	Q4 2018	Q3 2023	20
EFG Asset Management (Americas) Corp.	18	1	0.06%	0.29%	0.49%	Q4 2013	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.12%	0.17%	0.26%	Q4 2013	Q3 2018	20
Avior Wealth Management, LLC	19	1	0.00%	0.03%	0.06%	Q1 2015	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.02%	0.05%	0.13%	Q2 2016	Q1 2021	20
Pensionmark Financial Group, LLC	20	20	0.06%	0.13%	0.22%	Q4 2018	Q3 2023	20
FARMERS & MERCHANTS INVESTMENTS INC	19	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2022	20
WINTRUST INVESTMENTS LLC	10	1	0.02%	0.08%	0.31%	Q2 2016	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.00%	0.02%	0.09%	Q4 2018	Q3 2023	20
Wealthspire Advisors, LLC	20	20	0.24%	0.41%	0.65%	Q4 2018	Q3 2023	20
CITIZENS FINANCIAL GROUP INC/RI	19	19	0.01%	0.04%	0.24%	Q1 2019	Q3 2023	19
FIFTH THIRD SECURITIES, INC.	12	1	0.13%	0.48%	1.50%	Q4 2017	Q3 2023	19
Prime Capital Investment Advisors, LLC	19	19	0.03%	0.07%	0.24%	Q1 2019	Q3 2023	19
CULLEN/FROST BANKERS, INC.	19	19	0.00%	0.01%	0.01%	Q1 2019	Q3 2023	19
Raab & Moskowitz Asset Management LLC	16	1	0.03%	0.43%	0.64%	Q4 2014	Q3 2023	19
NOTTINGHAM ADVISORS, INC.	19	19	0.03%	0.09%	0.21%	Q2 2013	Q4 2017	19
Fortis Advisors, LLC	19	19	0.00%	0.10%	0.50%	Q1 2019	Q3 2023	19
TSFG, LLC	19	19	0.06%	0.12%	0.23%	Q1 2019	Q3 2023	19
Vontobel Swiss Wealth Advisors AG	19	19	0.21%	2.45%	3.27%	Q4 2014	Q2 2019	19
Oak Asset Management, LLC	10	4	0.15%	0.19%	0.24%	Q3 2018	Q3 2023	19
ATALANTA SOSNOFF CAPITAL, LLC	8	2	0.01%	0.03%	0.08%	Q1 2016	Q3 2023	19
GM Advisory Group, LLC	6	3	0.03%	1.27%	12.02%	Q4 2013	Q3 2021	19
Private Vista, LLC	19	19	1.55%	6.85%	17.23%	Q4 2015	Q2 2020	19
Integrated Investment Consultants, LLC	18	1	0.00%	0.12%	0.25%	Q3 2017	Q3 2023	19
Weaver Consulting Group	19	19	0.34%	0.49%	0.67%	Q1 2019	Q3 2023	19
Realta Investment Advisors	19	19	0.07%	0.17%	0.30%	Q1 2019	Q3 2023	19
FLC Capital Advisors	19	19	0.11%	0.15%	0.26%	Q4 2018	Q2 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.03%	0.12%	0.24%	Q1 2019	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	1.94%	3.06%	4.42%	Q1 2019	Q3 2023	19
Wolff Financial Management LLC	10	9	8.17%	11.08%	21.56%	Q4 2018	Q3 2023	19
Western Wealth Management, LLC	11	8	0.14%	0.35%	0.71%	Q4 2018	Q3 2023	19
Shulman DeMeo Asset Management LLC	11	8	1.69%	2.00%	2.57%	Q4 2018	Q3 2023	19
Rikoon Group, LLC	19	19	0.20%	0.33%	0.56%	Q3 2016	Q1 2021	19
Mutual Advisors, LLC	19	19	0.04%	0.11%	0.20%	Q1 2019	Q3 2023	19
TimeScale Financial, Inc.	19	19	0.02%	0.06%	0.24%	Q4 2018	Q2 2023	19
TIAA, FSB	11	8	0.00%	0.01%	0.01%	Q2 2017	Q2 2023	19
Cresset Asset Management, LLC	19	19	0.01%	0.03%	0.08%	Q1 2019	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.02%	0.07%	0.12%	Q1 2019	Q3 2023	19
Lenox Wealth Advisors, LLC	19	19	0.04%	0.07%	0.11%	Q3 2017	Q1 2022	19
Westchester Capital Management, Inc.	19	19	1.89%	3.94%	4.71%	Q2 2013	Q4 2017	19
Rockefeller Capital Management L.P.	19	19	0.00%	0.06%	0.18%	Q1 2019	Q3 2023	19
STOCK YARDS BANK & TRUST CO	13	1	0.02%	0.06%	0.16%	Q3 2018	Q3 2023	18
TWO SIGMA SECURITIES, LLC	8	1	0.00%	0.04%	0.34%	Q2 2017	Q3 2023	18
Larson Financial Group LLC	18	18	0.01%	0.02%	0.03%	Q2 2019	Q3 2023	18
GAMCO INVESTORS, INC. ET AL	18	18	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	18
DAVIDSON & GARRARD INC	18	18	1.01%	1.20%	1.55%	Q2 2013	Q3 2017	18
Fiduciary Trust Co International of Pennsylvania	14	4	0.03%	0.33%	0.79%	Q4 2014	Q1 2020	18
WealthTrust Fairport, LLC	10	3	0.00%	0.02%	0.04%	Q2 2014	Q1 2019	18
SVB WEALTH LLC	18	18	0.04%	0.05%	0.09%	Q2 2019	Q3 2023	18
TRAIN BABCOCK ADVISORS LLC	17	1	0.27%	0.34%	0.42%	Q2 2013	Q4 2017	18
Wall Capital Group, Inc.	13	5	0.11%	0.20%	0.73%	Q1 2017	Q1 2022	18
NATIONAL PLANNING CORP	18	18	0.57%	0.78%	1.12%	Q2 2013	Q3 2017	18
JAMES INVESTMENT RESEARCH INC	18	18	0.04%	0.09%	0.25%	Q2 2019	Q3 2023	18
BEACON INVESTMENT ADVISORY SERVICES, INC.	12	6	0.01%	0.02%	0.04%	Q3 2017	Q3 2023	18
BOK Financial Private Wealth, Inc.	16	2	0.03%	0.45%	2.29%	Q1 2017	Q3 2023	18
MBM Wealth Consultants, LLC	18	18	0.03%	0.04%	0.05%	Q4 2018	Q1 2023	18
VisionPoint Advisory Group, LLC	7	4	0.08%	0.46%	1.25%	Q4 2018	Q3 2023	18
Principal Street Partners, LLC	18	18	0.24%	0.50%	0.78%	Q2 2019	Q3 2023	18
New England Private Wealth Advisors LLC	13	5	0.09%	0.32%	1.10%	Q3 2015	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.45%	0.51%	0.59%	Q2 2013	Q3 2017	18
THOROUGHBRED FINANCIAL SERVICES, LLC	17	1	0.11%	0.15%	0.21%	Q1 2019	Q3 2023	18
TWO SIGMA INVESTMENTS, LP	5	1	0.00%	0.01%	0.06%	Q3 2013	Q3 2021	18
SCHRODER INVESTMENT MANAGEMENT GROUP	18	18	0.00%	0.00%	0.00%	Q2 2013	Q3 2017	18
NTV ASSET MANAGEMENT LLC	18	18	0.06%	0.07%	0.09%	Q2 2019	Q3 2023	18
Smart Portfolios, LLC	10	3	0.11%	2.58%	11.42%	Q2 2013	Q1 2019	18
WELCH & FORBES LLC	18	18	0.04%	0.05%	0.06%	Q2 2019	Q3 2023	18
SII INVESTMENTS INC/WI	17	1	0.12%	0.24%	0.52%	Q2 2013	Q4 2017	18
INVESTMENT CENTERS OF AMERICA INC	18	18	1.99%	2.36%	3.09%	Q2 2013	Q3 2017	18
WMS Partners, LLC	17	1	0.03%	0.08%	0.20%	Q1 2015	Q2 2020	18
Principle Wealth Partners LLC	14	4	0.06%	0.21%	0.31%	Q1 2019	Q3 2023	18
HM PAYSON & CO	14	3	0.00%	0.01%	0.02%	Q2 2019	Q3 2023	17
Fiera Capital Corp	17	17	0.00%	0.02%	0.03%	Q4 2016	Q4 2020	17
DFPG INVESTMENTS, LLC	9	8	0.05%	0.20%	0.71%	Q4 2018	Q3 2023	17
COMERICA SECURITIES,INC.	17	17	0.02%	0.07%	0.17%	Q3 2019	Q3 2023	17
IFG Advisory, LLC	17	17	0.26%	0.40%	0.60%	Q3 2019	Q3 2023	17
TWO SIGMA ADVISERS, LP	10	1	0.00%	0.01%	0.03%	Q3 2014	Q1 2023	17
Aspen Investment Management Inc	8	2	0.16%	2.46%	5.47%	Q2 2013	Q4 2019	17
Narwhal Capital Management	17	17	0.26%	0.31%	0.43%	Q3 2019	Q3 2023	17
M&R CAPITAL MANAGEMENT INC	17	17	0.00%	0.00%	0.01%	Q4 2019	Q4 2023	17
Chicago Partners Investment Group LLC	12	1	0.00%	0.02%	0.03%	Q4 2016	Q3 2023	17
Elmwood Wealth Management, Inc.	7	2	0.08%	0.11%	0.14%	Q1 2018	Q3 2023	17
RELIANCE TRUST CO	10	7	0.18%	2.99%	7.22%	Q2 2013	Q4 2018	17
Signature Wealth Management Group	9	1	0.10%	0.14%	0.17%	Q4 2017	Q2 2023	17
MONROE BANK & TRUST/MI	6	3	0.01%	0.07%	0.24%	Q2 2013	Q2 2018	17
PRW Wealth Management LLC	10	1	0.46%	2.08%	6.03%	Q4 2018	Q3 2023	17
Allred Capital Management, LLC	12	5	0.11%	0.14%	0.18%	Q4 2018	Q3 2023	17
Princeton Global Asset Management LLC	17	17	0.01%	0.02%	0.06%	Q3 2019	Q3 2023	17
Rain Capital Management, LLC	17	17	0.01%	0.01%	0.02%	Q3 2019	Q3 2023	17
NorthRock Partners, LLC	17	17	0.14%	0.21%	0.34%	Q3 2019	Q3 2023	17
Hubbell Strickland Wealth Management, LLC	17	17	6.67%	7.86%	8.95%	Q3 2019	Q3 2023	17
Ranch Capital Advisors Inc.	17	17	0.16%	0.20%	0.33%	Q3 2019	Q3 2023	17
BOURGEON CAPITAL MANAGEMENT LLC	17	17	0.01%	0.01%	0.04%	Q3 2019	Q3 2023	17
FIDUCIARY TRUST CO	11	2	0.00%	0.02%	0.04%	Q1 2016	Q3 2023	17
Pacifica Partners Inc.	17	17	0.02%	0.02%	0.03%	Q4 2019	Q4 2023	17
B. Riley Wealth Management, Inc.	8	1	0.00%	0.04%	0.08%	Q1 2014	Q2 2022	17
USCA RIA LLC	17	17	0.03%	0.07%	0.11%	Q2 2017	Q2 2021	17
Summit Trail Advisors, LLC	11	1	0.01%	0.11%	0.65%	Q4 2017	Q3 2023	17
WFG Advisors, LP	17	17	0.06%	0.13%	0.24%	Q2 2013	Q2 2017	17
AMUSSEN HUNSAKER ASSOCIATES LLC	6	1	0.05%	0.14%	0.31%	Q2 2017	Q3 2023	17
BDO Wealth Advisors, LLC	14	3	0.00%	0.03%	0.28%	Q2 2017	Q2 2023	17
LifeSteps Financial, Inc.	16	16	3.04%	3.87%	4.79%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.01%	0.06%	0.12%	Q4 2019	Q3 2023	16
Almanack Investment Partners, LLC.	8	4	0.10%	0.20%	0.34%	Q4 2017	Q2 2022	16
Adero Partners, LLC	16	16	0.08%	0.33%	0.98%	Q4 2019	Q3 2023	16
ATTICUS WEALTH MANAGEMENT, LLC	16	16	0.39%	0.54%	1.01%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	1.38%	1.55%	1.97%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.04%	0.16%	0.30%	Q4 2019	Q3 2023	16
PSI Advisors, LLC	16	16	0.59%	1.68%	3.63%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.07%	0.11%	0.15%	Q4 2019	Q3 2023	16
PATTON ALBERTSON MILLER GROUP, LLC	13	3	0.04%	0.06%	0.08%	Q2 2019	Q2 2023	16
Regent Peak Wealth Advisors LLC	16	16	1.42%	3.40%	5.18%	Q4 2019	Q3 2023	16
Asset Allocation & Management Company, LLC	16	16	0.08%	0.59%	2.01%	Q4 2019	Q3 2023	16
StrategIQ Financial Group, LLC	16	16	0.17%	0.30%	0.43%	Q4 2019	Q3 2023	16
John W. Brooker & Co., CPAs	16	16	0.07%	0.18%	0.51%	Q4 2019	Q3 2023	16
NOESIS CAPITAL MANGEMENT CORP	16	16	0.12%	0.16%	0.21%	Q4 2019	Q3 2023	16
IAG Wealth Partners, LLC	16	16	0.03%	0.04%	0.07%	Q4 2019	Q3 2023	16
Americana Partners, LLC	16	16	0.60%	1.60%	5.42%	Q4 2019	Q3 2023	16
FSA Wealth Management LLC	16	16	0.01%	1.88%	2.88%	Q4 2019	Q3 2023	16
Kerntke Otto McGlone Wealth Management Group	16	16	0.38%	0.89%	1.81%	Q4 2019	Q3 2023	16
PETERSON WEALTH MANAGEMENT	16	16	3.00%	5.81%	10.14%	Q4 2019	Q3 2023	16
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	16	16	0.08%	0.13%	0.32%	Q4 2019	Q3 2023	16
Heartwood Wealth Advisors LLC	16	16	0.03%	0.05%	0.07%	Q4 2019	Q3 2023	16
Plancorp, LLC	14	2	0.01%	0.03%	0.08%	Q3 2019	Q3 2023	16
Benchmark Wealth Management, LLC	16	16	0.43%	0.52%	0.62%	Q4 2019	Q3 2023	16
DERBY & COMPANY, INC	16	16	0.29%	0.65%	1.12%	Q4 2017	Q3 2021	16
Merit Financial Group, LLC	16	16	0.02%	0.06%	0.12%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.05%	0.08%	0.12%	Q4 2019	Q3 2023	16
AllSquare Wealth Management LLC	12	4	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	16
Compass Ion Advisors, LLC	16	16	0.18%	0.48%	1.10%	Q4 2019	Q3 2023	16
Essex Private Wealth Management, LLC	16	16	0.68%	2.52%	10.06%	Q4 2019	Q3 2023	16
WOODMONT INVESTMENT COUNSEL LLC	16	16	0.20%	0.34%	0.51%	Q2 2013	Q1 2017	16
EPG Wealth Management LLC	16	16	0.14%	0.21%	0.34%	Q4 2019	Q3 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.54%	1.19%	1.84%	Q4 2019	Q3 2023	16
BRANDYWINE OAK PRIVATE WEALTH LLC	10	6	0.03%	0.12%	0.35%	Q4 2018	Q3 2023	16
CAPITAL ADVISORS INC/OK	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
Apexium Financial, LP	16	16	0.26%	0.55%	1.16%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.03%	0.08%	0.12%	Q4 2019	Q3 2023	16
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	14	2	0.00%	0.05%	0.07%	Q4 2013	Q3 2023	16
StoneX Group Inc.	16	16	0.09%	0.18%	0.26%	Q1 2018	Q4 2021	16
ZWJ INVESTMENT COUNSEL INC	12	4	0.03%	0.09%	0.26%	Q1 2017	Q3 2023	16
Ford Financial Group, LLC	10	1	0.06%	0.12%	0.15%	Q4 2017	Q4 2022	16
Visionary Wealth Advisors	16	16	0.14%	0.40%	1.32%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
TL Private Wealth	16	16	2.92%	3.38%	4.22%	Q4 2019	Q3 2023	16
Stonebridge Financial Planning Group, LLC	16	16	0.82%	1.09%	2.08%	Q4 2019	Q3 2023	16
FIELDPOINT PRIVATE ADVISORS, INC	16	16	0.90%	1.44%	4.39%	Q2 2013	Q1 2017	16
MAGNOLIA CAPITAL MANAGEMENT LTD	16	16	0.32%	0.67%	1.09%	Q4 2019	Q3 2023	16
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Seven Springs Wealth Group, LLC	16	16	0.43%	0.48%	0.60%	Q4 2019	Q3 2023	16
SENTINEL PENSION ADVISORS INC	16	16	0.20%	0.38%	1.06%	Q4 2019	Q3 2023	16
BANK OF NOVA SCOTIA TRUST CO	8	1	0.01%	0.02%	0.03%	Q3 2015	Q1 2022	16
LIBERTY ONE INVESTMENT MANAGEMENT, LLC	16	16	0.31%	0.41%	0.52%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.10%	0.16%	0.24%	Q4 2019	Q3 2023	16
Modera Wealth Management, LLC	15	1	0.01%	0.03%	0.07%	Q3 2016	Q3 2023	16
Disciplined Investments, LLC	16	16	0.26%	0.35%	0.48%	Q4 2019	Q3 2023	16
LMCG INVESTMENTS, LLC	10	6	0.01%	0.02%	0.04%	Q2 2013	Q2 2023	16
WEALTH ADVISORS, INC.	16	16	0.35%	0.43%	0.56%	Q4 2019	Q3 2023	16
Patten Group, Inc.	15	1	0.02%	0.03%	0.04%	Q4 2014	Q4 2018	16
Center for Financial Planning, Inc.	16	16	0.01%	0.04%	0.06%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.04%	0.05%	0.07%	Q4 2019	Q3 2023	16
Private Capital Group, LLC	16	16	0.00%	0.04%	0.09%	Q4 2017	Q3 2021	16
Investment Research & Advisory Group, Inc.	16	16	0.08%	0.10%	0.12%	Q4 2019	Q3 2023	16
Buffington Mohr McNeal	11	5	0.06%	0.09%	0.16%	Q2 2017	Q2 2021	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.27%	0.49%	1.10%	Q4 2019	Q3 2023	16
Mission Creek Capital Partners, Inc.	16	16	0.08%	0.16%	0.22%	Q4 2019	Q3 2023	16
American Institute for Advanced Investment Management, LLP	16	16	0.96%	1.43%	2.10%	Q4 2019	Q3 2023	16
Ashfield Capital Partners, LLC	14	2	0.03%	0.05%	0.06%	Q3 2016	Q3 2022	16
WASHINGTON TRUST Co	15	1	0.01%	0.01%	0.01%	Q2 2018	Q3 2023	16
Windsor Wealth Management, Inc.	7	1	0.04%	0.13%	0.30%	Q4 2017	Q3 2023	16
Concert Wealth Management Inc.	16	16	0.19%	0.34%	0.53%	Q2 2013	Q1 2017	16
Private Portfolio Partners LLC	13	2	0.08%	0.15%	0.22%	Q3 2019	Q3 2023	15
JFS WEALTH ADVISORS, LLC	15	15	0.01%	0.06%	0.11%	Q1 2020	Q3 2023	15
WEST PACES ADVISORS INC.	15	15	0.03%	0.10%	0.16%	Q1 2020	Q3 2023	15
Manchester Capital Management LLC	15	15	0.00%	0.00%	0.00%	Q2 2013	Q4 2016	15
Retirement Group, LLC	14	1	0.03%	0.16%	0.56%	Q4 2019	Q3 2023	15
Laurel Wealth Advisors LLC	7	1	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	15
Wellspring Financial Advisors, LLC	15	15	3.07%	4.09%	5.22%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.13%	0.19%	0.29%	Q2 2016	Q4 2019	15
OARSMAN CAPITAL, INC.	14	1	0.09%	0.17%	0.24%	Q2 2013	Q4 2017	15
OSAIC HOLDINGS, INC.	15	15	0.16%	0.22%	0.26%	Q1 2020	Q3 2023	15
Qube Research & Technologies Ltd	10	5	0.00%	0.07%	0.26%	Q4 2019	Q3 2023	15
IBERIABANK CORP	8	7	0.03%	0.09%	0.15%	Q2 2013	Q2 2020	15
Garrett Wealth Advisory Group, LLC	12	3	0.10%	0.18%	0.25%	Q3 2019	Q2 2023	15
HOWARD WEALTH MANAGEMENT, LLC	10	5	0.68%	0.85%	1.08%	Q4 2019	Q3 2023	15
Robertson Stephens Wealth Management, LLC	15	15	0.04%	0.06%	0.16%	Q1 2020	Q3 2023	15
HRT FINANCIAL LP	11	1	0.03%	0.26%	1.41%	Q4 2014	Q1 2023	15
Endurance Wealth Management, Inc.	15	15	0.00%	0.01%	0.02%	Q2 2015	Q4 2018	15
GEODE CAPITAL MANAGEMENT, LLC	15	15	0.00%	0.00%	0.00%	Q2 2016	Q4 2019	15
STRATEGY ASSET MANAGERS LLC	8	7	0.09%	0.27%	0.56%	Q4 2019	Q3 2023	15
Arkos Global Advisors	15	15	0.08%	0.27%	0.67%	Q1 2020	Q3 2023	15
Roundview Capital LLC	6	1	0.02%	0.42%	1.90%	Q2 2013	Q2 2023	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.11%	0.19%	0.25%	Q1 2020	Q3 2023	15
Fort Point Capital Partners LLC	9	6	0.08%	0.27%	0.68%	Q2 2016	Q3 2023	15
Simply Money Advisors	13	2	0.00%	0.59%	1.40%	Q2 2013	Q1 2018	15
Westside Investment Management, Inc.	15	15	0.00%	0.26%	1.69%	Q1 2020	Q3 2023	15
Aptus Capital Advisors, LLC	13	2	0.00%	0.01%	0.04%	Q3 2019	Q3 2023	15
PrairieView Partners, LLC	15	15	0.00%	0.00%	0.02%	Q1 2020	Q3 2023	15
Avion Wealth	15	15	0.02%	0.02%	0.02%	Q1 2020	Q3 2023	15
Friedenthal Financial	10	2	0.23%	1.69%	5.16%	Q2 2016	Q4 2021	15
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	15	15	0.10%	0.18%	0.34%	Q4 2018	Q2 2022	15
Bogart Wealth, LLC	15	15	0.00%	0.00%	0.00%	Q3 2017	Q1 2021	15
Graypoint LLC	15	15	0.19%	0.51%	0.72%	Q1 2020	Q3 2023	15
Avalon Investment & Advisory	12	1	0.01%	0.06%	0.26%	Q1 2018	Q1 2023	15
Zions Bancorporation	15	15	0.00%	0.02%	0.06%	Q1 2015	Q3 2018	15
ROWLAND CARMICHAEL ADVISORS INC /ADV	13	2	0.02%	0.05%	0.26%	Q1 2016	Q1 2020	15
Stokes & Hubbell Capital Management, LLC	15	15	0.54%	1.13%	1.85%	Q3 2015	Q1 2019	15
Parcion Private Wealth LLC	15	15	0.16%	1.22%	1.88%	Q1 2020	Q3 2023	15
Key FInancial Inc	13	2	0.14%	0.18%	0.24%	Q4 2019	Q3 2023	15
HIGH POINT BANK & TRUST CO	15	15	0.27%	0.39%	0.51%	Q2 2013	Q4 2016	15
ACCURATE INVESTMENT SOLUTIONS, INC.	15	15	0.00%	0.01%	0.04%	Q2 2016	Q4 2019	15
McNaughton Wealth Management, LLC	15	15	0.31%	0.77%	0.88%	Q1 2020	Q3 2023	15
Resonant Capital Advisors, LLC	11	4	0.02%	0.05%	0.12%	Q4 2019	Q3 2023	15
PACIFIC SUN FINANCIAL CORP	6	1	0.69%	0.82%	1.11%	Q1 2018	Q2 2023	15
N.E.W. Advisory Services LLC	14	1	0.11%	0.31%	1.12%	Q4 2019	Q3 2023	15
Horst & Graben Wealth Management LLC	15	15	0.19%	0.35%	0.49%	Q1 2020	Q3 2023	15
Investors Research Corp	8	7	0.00%	0.16%	0.42%	Q1 2019	Q3 2023	15
Harel Insurance Investments & Financial Services Ltd.	14	1	0.00%	0.01%	0.02%	Q1 2016	Q4 2020	15
HoyleCohen, LLC	11	4	0.02%	0.04%	0.06%	Q1 2019	Q3 2023	15
Biltmore Family Office, LLC	15	15	0.01%	0.01%	0.03%	Q1 2020	Q3 2023	15
FULTON BANK, N.A.	14	1	0.01%	0.01%	0.03%	Q3 2018	Q4 2023	15
Braver Wealth Management, LLC	15	15	0.15%	0.19%	0.25%	Q2 2013	Q4 2016	15
MSI Financial Services Inc	15	15	0.50%	0.95%	1.28%	Q2 2013	Q4 2016	15
MAGNOLIA CAPITAL ADVISORS LLC	15	15	0.08%	0.21%	0.55%	Q4 2019	Q2 2023	15
CNB Bank	15	15	0.01%	0.02%	0.02%	Q4 2017	Q2 2021	15
MATHER GROUP, LLC.	7	7	0.01%	3.08%	8.30%	Q2 2013	Q3 2023	14
Catamount Wealth Management	14	14	0.00%	0.00%	0.00%	Q4 2014	Q1 2018	14
Pflug Koory, LLC	12	2	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	14
Wela Strategies, Inc.	10	1	0.09%	1.47%	2.78%	Q1 2017	Q3 2021	14
BALDWIN BROTHERS LLC/MA	9	5	0.00%	0.02%	0.05%	Q1 2016	Q4 2023	14
TRANSCEND CAPITAL ADVISORS, LLC	9	2	0.05%	0.19%	0.33%	Q4 2019	Q3 2023	14
AMG National Trust Bank	14	14	0.04%	0.04%	0.05%	Q2 2020	Q3 2023	14
Busey Bank	8	1	0.01%	0.03%	0.04%	Q2 2013	Q4 2022	14
COZAD ASSET MANAGEMENT INC	14	14	0.24%	0.30%	0.37%	Q2 2020	Q3 2023	14
KING LUTHER CAPITAL MANAGEMENT CORP	9	1	0.00%	0.00%	0.01%	Q4 2015	Q4 2022	14
CAROLINAS WEALTH CONSULTING LLC	14	14	0.00%	0.03%	0.05%	Q2 2020	Q3 2023	14
Wellington Shields Capital Management, LLC	14	14	0.07%	0.12%	0.20%	Q2 2013	Q3 2016	14
EAGLE GLOBAL ADVISORS LLC	14	14	0.02%	0.03%	0.05%	Q2 2020	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.06%	0.15%	0.19%	Q4 2019	Q1 2023	14
LBA Wealth Management, LLC	14	14	0.03%	0.06%	0.20%	Q4 2013	Q1 2017	14
Acorn Wealth Advisors, LLC	14	14	0.02%	0.71%	0.95%	Q4 2017	Q1 2021	14
Eudaimonia Partners, LLC	8	6	0.04%	0.07%	0.12%	Q4 2019	Q2 2023	14
CVA Family Office, LLC	14	14	0.00%	0.01%	0.01%	Q1 2020	Q2 2023	14
GOFEN & GLOSSBERG LLC /IL/	9	1	0.01%	0.01%	0.02%	Q3 2018	Q4 2022	14
Trilogy Capital Inc.	10	4	0.02%	0.15%	0.32%	Q1 2018	Q3 2023	14
PHILLIPS FINANCIAL MANAGEMENT, LLC	5	1	0.06%	0.17%	0.27%	Q2 2014	Q3 2023	14
SHINE INVESTMENT ADVISORY SERVICES INC	14	14	0.04%	0.07%	0.10%	Q2 2017	Q3 2020	14
TD Capital Management LLC	10	4	0.01%	1.05%	4.20%	Q2 2013	Q3 2023	14
CBIZ Investment Advisory Services, LLC	9	2	0.02%	0.13%	0.82%	Q4 2019	Q3 2023	14
Bison Wealth, LLC	14	14	0.02%	0.10%	0.24%	Q1 2019	Q2 2022	14
Sound View Wealth Advisors Group, LLC	14	14	0.03%	0.16%	0.33%	Q2 2020	Q3 2023	14
Provident Wealth Management, LLC	14	14	0.09%	0.15%	0.25%	Q2 2020	Q3 2023	14
Hall Kathryn A.	10	4	0.05%	0.25%	0.85%	Q1 2020	Q3 2023	14
Personal Capital Advisors Corp	10	4	0.00%	0.00%	0.00%	Q2 2019	Q4 2022	14
PagnatoKarp Partners LLC	14	14	0.85%	1.43%	2.21%	Q4 2016	Q1 2020	14
Claybrook Capital, LLC	14	14	0.26%	0.34%	0.39%	Q2 2020	Q3 2023	14
J.W. COLE ADVISORS, INC.	8	1	0.22%	0.31%	0.68%	Q4 2019	Q3 2023	14
Cadence Bank	9	5	0.02%	0.10%	0.24%	Q4 2017	Q3 2023	14
IFC Holdings Incorporated/FL	13	1	0.03%	0.17%	0.33%	Q2 2013	Q4 2017	14
Atlas Private Wealth Management, LLC	7	3	0.10%	0.14%	0.23%	Q4 2019	Q3 2023	14
CreativeOne Wealth, LLC	14	14	0.04%	0.05%	0.06%	Q2 2020	Q3 2023	14
HC Advisors, LLC	14	14	0.18%	0.19%	0.22%	Q2 2020	Q3 2023	14
Total Clarity Wealth Management, Inc.	12	1	0.09%	0.27%	0.38%	Q4 2019	Q2 2023	13
Community Bank & Trust, Waco, Texas	12	1	0.07%	0.08%	0.08%	Q4 2019	Q3 2023	13
J. W. Coons Advisors, LLC	13	13	0.07%	0.14%	0.23%	Q3 2020	Q3 2023	13
Monterey Private Wealth, Inc.	13	13	0.13%	0.15%	0.16%	Q3 2020	Q3 2023	13
Wagner Wealth Management, LLC	9	4	0.00%	0.11%	0.33%	Q4 2017	Q4 2022	13
Investors Capital Advisory Services	13	13	0.24%	0.31%	0.45%	Q2 2013	Q2 2016	13
Ken Stern & Associates, Inc.	13	13	0.16%	0.31%	0.44%	Q3 2015	Q3 2018	13
ROPES WEALTH ADVISORS LLC	11	1	0.01%	0.07%	0.11%	Q2 2016	Q4 2020	13
LWS Wealth Advisors, Inc.	12	1	0.09%	0.11%	0.12%	Q4 2019	Q3 2023	13
BARING ASSET MANAGEMENT Ltd	13	13	0.08%	0.15%	0.19%	Q3 2014	Q3 2017	13
CapWealth Advisors, LLC	7	6	0.01%	0.06%	0.16%	Q2 2013	Q3 2016	13
BANQUE PICTET & CIE SA	6	1	0.01%	0.02%	0.06%	Q3 2016	Q3 2023	13
WFA of San Diego, LLC	11	2	0.07%	0.38%	0.73%	Q2 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.20%	0.30%	0.54%	Q3 2020	Q3 2023	13
FIRSTMERIT BANK N A TRUSTEE	13	13	0.20%	0.21%	0.23%	Q2 2013	Q2 2016	13
YHB Investment Advisors, Inc.	13	13	0.03%	0.06%	0.08%	Q3 2020	Q3 2023	13
Orion Portfolio Solutions, LLC	10	3	0.00%	0.13%	0.57%	Q4 2019	Q3 2023	13
Aberdeen Wealth Management LLC	8	2	1.32%	1.56%	2.11%	Q4 2019	Q3 2023	13
NICOLET BANKSHARES INC	7	6	0.09%	0.19%	0.35%	Q2 2016	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.07%	0.10%	0.17%	Q3 2020	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.07%	0.08%	0.10%	Q3 2020	Q3 2023	13
OLD SECOND NATIONAL BANK OF AURORA	13	13	0.01%	0.01%	0.03%	Q4 2014	Q4 2017	13
KANALY TRUST CO	13	13	0.01%	0.02%	0.05%	Q4 2013	Q4 2016	13
Atlas Private Wealth Advisors	9	4	0.10%	0.21%	0.39%	Q2 2020	Q3 2023	13
LBMC INVESTMENT ADVISORS, LLC	13	13	0.03%	0.03%	0.04%	Q3 2020	Q3 2023	13
EVOKE WEALTH, LLC	11	1	0.01%	0.03%	0.09%	Q3 2019	Q3 2023	13
Financial Advantage, Inc.	13	13	0.04%	0.06%	0.07%	Q3 2019	Q3 2022	13
VSR Financial Services, Inc.	13	13	0.25%	0.36%	0.72%	Q2 2013	Q2 2016	13
Meridian Wealth Management, LLC	12	1	0.03%	0.06%	0.07%	Q2 2019	Q3 2023	13
PEDDOCK CAPITAL ADVISORS, LLC	11	1	0.02%	0.02%	0.02%	Q3 2016	Q4 2020	13
1st Global Advisors, Inc.	12	1	0.04%	0.08%	0.11%	Q1 2014	Q2 2017	13
UNITED BANK	12	1	0.05%	0.38%	0.81%	Q1 2018	Q4 2022	13
Armor Investment Advisors, LLC	10	1	0.01%	0.03%	0.06%	Q4 2016	Q2 2023	13
SEI INVESTMENTS CO	9	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2019	13
SIMPLEX TRADING, LLC	3	1	0.00%	0.00%	0.03%	Q3 2015	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.03%	0.06%	0.12%	Q3 2020	Q3 2023	13
Destiny Wealth Partners, LLC	12	12	1.57%	1.75%	1.92%	Q4 2020	Q3 2023	12
DHJJ Financial Advisors, Ltd.	12	12	0.22%	0.30%	0.39%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.34%	0.75%	1.27%	Q4 2020	Q3 2023	12
COLLECTIVE FAMILY OFFICE LLC	12	12	0.09%	0.23%	0.36%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.08%	0.10%	0.12%	Q4 2020	Q3 2023	12
Everhart Financial Group, Inc.	12	12	0.09%	0.15%	0.22%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.05%	0.07%	0.08%	Q4 2020	Q3 2023	12
Ashford Advisors, LLC	12	12	0.20%	0.24%	0.35%	Q4 2020	Q3 2023	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.01%	0.02%	0.02%	Q4 2020	Q3 2023	12
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	6	6	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	12
America First Investment Advisors, LLC	12	12	0.00%	0.00%	0.00%	Q1 2017	Q4 2019	12
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	11	1	0.06%	0.23%	0.53%	Q2 2014	Q1 2023	12
Vigilant Capital Management, LLC	8	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2019	12
UBS ASSET MANAGEMENT AMERICAS INC	12	12	0.00%	0.00%	0.00%	Q4 2016	Q3 2019	12
SUNFLOWER BANK, NA WEALTH MANAGEMENT	12	12	0.59%	0.78%	0.88%	Q4 2017	Q3 2020	12
Live Your Vision, LLC	11	1	0.01%	0.02%	0.04%	Q3 2015	Q1 2019	12
NORTHSTAR INVESTMENT ADVISORS LLC	12	12	0.04%	0.07%	0.10%	Q4 2016	Q3 2019	12
Private Wealth Group, LLC	12	12	0.18%	1.39%	5.62%	Q4 2020	Q3 2023	12
Ameritas Investment Company, LLC	12	12	0.36%	0.75%	1.74%	Q4 2018	Q3 2021	12
SouthState Corp	9	3	0.01%	0.04%	0.14%	Q2 2017	Q3 2023	12
BURNEY CO/	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.47%	0.58%	0.76%	Q4 2018	Q3 2021	12
RPg Family Wealth Advisory, LLC	5	3	0.01%	0.01%	0.02%	Q4 2016	Q1 2022	12
FIRST FINANCIAL CORP /IN/	12	12	0.04%	0.10%	0.16%	Q2 2013	Q1 2016	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.02%	0.03%	0.03%	Q2 2013	Q1 2016	12
Gemmer Asset Management LLC	11	1	0.01%	0.01%	0.01%	Q4 2017	Q1 2022	12
Capital Advantage, Inc.	10	2	0.06%	0.08%	0.16%	Q4 2013	Q2 2018	12
Southland Equity Partners LLC	12	12	0.09%	0.13%	0.17%	Q4 2020	Q3 2023	12
DARRELL & KING LLC	12	12	0.04%	0.06%	0.08%	Q4 2015	Q3 2018	12
Gerber Kawasaki Wealth & Investment Management	9	1	0.02%	0.07%	0.14%	Q4 2016	Q3 2023	12
Yellowstone Partners, LLC	12	12	0.31%	0.43%	0.54%	Q4 2013	Q3 2016	12
Capital Bank & Trust Co	10	2	0.00%	0.00%	0.00%	Q4 2017	Q1 2021	12
WEST BANCORPORATION INC	8	4	0.57%	0.86%	1.12%	Q4 2019	Q3 2023	12
Lucia Wealth Services, LLC	12	12	0.14%	0.34%	0.46%	Q4 2017	Q3 2020	12
MinichMacGregor Wealth Management, LLC	11	1	0.01%	0.02%	0.02%	Q1 2016	Q4 2022	12
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	11	1	0.08%	0.11%	0.15%	Q2 2018	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.04%	0.05%	0.06%	Q4 2020	Q3 2023	12
Summit Financial, LLC	12	12	0.04%	0.06%	0.09%	Q4 2020	Q3 2023	12
LIBERTY WEALTH MANAGEMENT LLC	12	12	0.04%	0.06%	0.09%	Q4 2018	Q3 2021	12
LAKE STREET PRIVATE WEALTH, LLC	12	12	0.16%	0.19%	0.20%	Q4 2020	Q3 2023	12
Joseph P. Lucia & Associates, LLC	6	2	0.02%	0.02%	0.03%	Q1 2019	Q2 2022	12
Marcum Wealth, LLC	11	1	0.03%	0.05%	0.07%	Q2 2020	Q3 2023	12
Charles Schwab Trust Co	12	12	0.11%	0.18%	0.39%	Q4 2020	Q3 2023	12
Laidlaw Wealth Management LLC	12	12	0.06%	0.08%	0.12%	Q4 2020	Q3 2023	12
Element Wealth, LLC	8	1	0.11%	0.14%	0.17%	Q4 2019	Q3 2023	12
Cadent Capital Advisors, LLC	12	12	4.52%	6.46%	8.25%	Q4 2020	Q3 2023	12
Intrua Financial, LLC	12	12	0.22%	0.46%	1.58%	Q2 2020	Q1 2023	12
Berger Financial Group, Inc	12	12	0.04%	0.05%	0.06%	Q4 2020	Q3 2023	12
MTM Investment Management, LLC	12	12	0.13%	0.15%	0.17%	Q4 2020	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.02%	0.25%	0.41%	Q4 2020	Q3 2023	12
Legacy Financial Group LLC	12	12	7.62%	13.26%	17.12%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.13%	0.23%	0.29%	Q4 2020	Q3 2023	12
InterOcean Capital Group, LLC	12	12	0.05%	0.07%	0.10%	Q4 2020	Q3 2023	12
Altus Wealth Group LLC	12	12	5.61%	6.97%	8.14%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	12
Bond & Devick Financial Network, Inc.	12	12	0.44%	0.54%	0.64%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	0.64%	0.72%	0.80%	Q4 2020	Q3 2023	12
DB Wealth Management Group, LLC	12	12	0.48%	0.87%	1.04%	Q4 2020	Q3 2023	12
Elk River Wealth Management, LLC	12	12	5.65%	7.99%	10.80%	Q4 2020	Q3 2023	12
REDW Wealth LLC	11	11	0.24%	0.27%	0.33%	Q1 2021	Q3 2023	11
Piscataqua Savings Bank	11	11	0.05%	0.05%	0.06%	Q1 2021	Q3 2023	11
Bard Financial Services, Inc.	11	11	2.64%	3.05%	3.36%	Q4 2020	Q2 2023	11
TFC Financial Management, Inc.	11	11	0.00%	0.00%	0.00%	Q3 2020	Q1 2023	11
Titus Wealth Management	11	11	0.12%	0.17%	0.28%	Q4 2019	Q2 2022	11
Addison Advisors LLC	10	1	0.03%	0.05%	0.08%	Q4 2020	Q3 2023	11
Squar Milner Financial Services LLC	11	11	0.40%	1.16%	1.89%	Q4 2017	Q2 2020	11
SIMMONS FIRST TRUST CO NA	11	11	0.17%	0.56%	1.61%	Q2 2013	Q4 2015	11
Kowal Investment Group, LLC	10	1	0.07%	0.10%	0.12%	Q4 2020	Q3 2023	11
Colonial River Wealth Management, LLC	8	3	0.43%	0.83%	1.82%	Q4 2020	Q3 2023	11
Horan Securities, Inc.	8	1	0.01%	0.08%	0.22%	Q3 2016	Q2 2023	11
Systematic Alpha Investments, LLC	11	11	0.03%	0.06%	0.16%	Q1 2021	Q3 2023	11
LifePlan Financial Group, Inc	11	11	0.03%	0.04%	0.04%	Q1 2018	Q3 2020	11
CT Financial Advisors LLC	10	1	0.02%	0.02%	0.03%	Q1 2014	Q1 2017	11
Walkner Condon Financial Advisors LLC	8	3	0.12%	0.15%	0.29%	Q3 2020	Q3 2023	11
HHG & Company, LLC	6	5	0.12%	0.39%	0.52%	Q2 2013	Q1 2016	11
TRUEWEALTH LLC	11	11	0.02%	0.04%	0.07%	Q4 2017	Q2 2020	11
GRIES FINANCIAL LLC	11	11	0.08%	0.11%	0.14%	Q1 2021	Q3 2023	11
WESTPORT RESOURCES MANAGEMENT INC	11	11	0.01%	0.02%	0.12%	Q2 2013	Q4 2015	11
Verdence Capital Advisors LLC	11	11	0.03%	0.13%	0.20%	Q1 2021	Q3 2023	11
NORTHWEST INVESTMENT COUNSELORS, LLC	8	1	0.01%	0.03%	0.04%	Q3 2017	Q3 2023	11
Brinker Capital Investments, LLC	10	1	0.09%	0.63%	0.89%	Q2 2013	Q4 2022	11
Csenge Advisory Group	10	1	0.03%	0.07%	0.17%	Q2 2020	Q3 2023	11
Marshall Financial Group LLC	11	11	0.09%	0.13%	0.20%	Q1 2021	Q3 2023	11
IEQ CAPITAL, LLC	11	11	0.01%	0.02%	0.09%	Q1 2021	Q3 2023	11
GHP Investment Advisors, Inc.	11	11	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	11
WEALTHCARE CAPITAL MANAGEMENT LLC	10	1	0.01%	0.01%	0.02%	Q2 2013	Q4 2017	11
Crewe Advisors LLC	6	5	0.01%	0.15%	0.31%	Q4 2017	Q3 2023	11
NORTHSTAR WEALTH PARTNERS LLC	11	11	0.37%	0.39%	0.43%	Q1 2018	Q3 2020	11
CURIAN CAPITAL LLC	11	11	0.56%	0.90%	1.23%	Q2 2013	Q4 2015	11
Apollon Wealth Management, LLC	11	11	0.10%	0.17%	0.25%	Q1 2021	Q3 2023	11
Single Point Partners, LLC	10	1	0.10%	0.29%	1.44%	Q3 2020	Q2 2023	11
Selective Wealth Management, Inc.	6	1	0.01%	0.15%	0.35%	Q3 2019	Q4 2023	11
BARINGS LLC	11	11	0.02%	0.03%	0.04%	Q4 2017	Q2 2020	11
Nachman Norwood & Parrott, Inc	11	11	0.35%	0.42%	0.52%	Q4 2018	Q2 2021	11
BRR OpCo, LLC	10	1	0.03%	0.03%	0.04%	Q4 2019	Q3 2022	11
Pictet North America Advisors SA	6	1	0.02%	0.77%	8.02%	Q4 2013	Q3 2023	11
Callan Capital, LLC	9	2	0.03%	11.36%	18.84%	Q2 2013	Q3 2023	11
Koss-Olinger Consulting, LLC	11	11	0.14%	0.20%	0.24%	Q1 2021	Q3 2023	11
Ironsides Asset Advisors, LLC	8	1	0.21%	0.24%	0.32%	Q2 2014	Q4 2017	11
RIDGECREST WEALTH PARTNERS, LLC	11	11	0.18%	0.24%	0.33%	Q1 2021	Q3 2023	11
BRADLEY FOSTER & SARGENT INC/CT	8	1	0.01%	0.02%	0.02%	Q1 2020	Q3 2023	11
Spire Wealth Management	11	11	0.06%	0.09%	0.11%	Q1 2021	Q3 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.11%	0.23%	Q2 2013	Q4 2015	11
Farmers National Bank	9	1	0.01%	0.08%	0.09%	Q2 2016	Q2 2019	10
Financial Engines Advisors L.L.C.	9	1	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	10
Quaker Wealth Management, LLC	9	1	0.10%	0.12%	0.24%	Q1 2021	Q3 2023	10
Hexagon Capital Partners LLC	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Cutter & CO Brokerage, Inc.	10	10	0.06%	0.08%	0.10%	Q2 2021	Q3 2023	10
Aureus Asset Management, LLC	10	10	0.07%	0.70%	2.86%	Q2 2013	Q3 2015	10
Pinnacle Wealth Management Advisory Group, LLC	6	4	0.05%	0.17%	0.28%	Q2 2017	Q3 2023	10
West Branch Capital LLC	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
KINGS POINT CAPITAL MANAGEMENT	10	10	0.00%	0.01%	0.01%	Q4 2019	Q1 2022	10
Financial Gravity Asset Management, Inc.	5	1	0.01%	0.07%	0.18%	Q1 2018	Q2 2023	10
L & S Advisors Inc	9	1	0.07%	0.18%	0.28%	Q4 2014	Q2 2017	10
PECAUT & CO.	10	10	0.28%	1.92%	2.63%	Q2 2021	Q3 2023	10
GAMBLE JONES INVESTMENT COUNSEL	10	10	0.06%	0.07%	0.08%	Q2 2013	Q3 2015	10
Advisor Resource Council	10	10	0.07%	0.22%	0.62%	Q2 2021	Q3 2023	10
Brick & Kyle, Associates	10	10	0.04%	0.05%	0.05%	Q4 2014	Q1 2017	10
CITY NATIONAL BANK	10	10	0.56%	0.95%	1.39%	Q2 2013	Q3 2015	10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	9	1	0.00%	0.01%	0.04%	Q4 2015	Q2 2018	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.02%	0.31%	1.15%	Q4 2020	Q3 2023	10
Hefty Wealth Partners	10	10	1.30%	2.00%	2.74%	Q4 2015	Q1 2018	10
Archer Investment Corp	8	2	0.01%	0.04%	0.21%	Q4 2018	Q3 2023	10
Alliance Wealth Advisors, LLC	10	10	0.24%	0.28%	0.32%	Q4 2020	Q1 2023	10
Garde Capital, Inc.	10	10	0.07%	0.09%	0.10%	Q2 2014	Q3 2016	10
Highwater Wealth Management, LLC	6	4	0.68%	1.35%	2.88%	Q3 2016	Q3 2019	10
NORTHSTAR ASSET MANAGEMENT LLC	10	10	0.10%	0.12%	0.17%	Q3 2014	Q4 2016	10
Overbrook Management Corp	10	10	0.12%	0.17%	0.19%	Q4 2014	Q1 2017	10
Madden Advisory Services, Inc.	7	1	0.01%	0.03%	0.06%	Q2 2013	Q1 2017	10
Lion Street Advisors, LLC	10	10	0.14%	0.28%	0.56%	Q2 2021	Q3 2023	10
Pallas Capital Advisors LLC	10	10	0.02%	0.03%	0.04%	Q2 2021	Q3 2023	10
Perennial Investment Advisors, LLC	8	2	0.09%	0.58%	1.36%	Q4 2019	Q3 2023	10
Caprock Group, LLC	10	10	0.06%	0.08%	0.10%	Q2 2021	Q3 2023	10
Beacon Financial Advisory LLC	6	4	0.11%	0.13%	0.17%	Q4 2020	Q2 2023	10
Activest Wealth Management	9	1	0.02%	0.03%	0.05%	Q1 2021	Q3 2023	10
HC FINANCIAL ADVISORS INC	10	10	0.00%	0.02%	0.02%	Q1 2020	Q2 2022	10
J.Safra Asset Management Corp	7	3	5.58%	7.44%	12.08%	Q2 2016	Q3 2023	10
Narus Financial Partners, LLC	7	3	0.10%	0.15%	0.20%	Q1 2017	Q3 2023	10
Virtu Financial LLC	4	1	0.02%	0.14%	0.35%	Q3 2013	Q1 2019	10
Archford Capital Strategies, LLC	6	1	0.00%	0.04%	0.06%	Q1 2015	Q2 2019	10
PANAGORA ASSET MANAGEMENT INC	10	10	0.00%	0.00%	0.00%	Q3 2015	Q4 2017	10
Global Financial Private Capital, Inc	10	10	0.03%	0.11%	0.16%	Q1 2017	Q2 2019	10
Gratus Capital, LLC	10	10	0.02%	0.04%	0.06%	Q4 2020	Q1 2023	10
SCHNIEDERS CAPITAL MANAGEMENT LLC	10	10	0.07%	0.09%	0.10%	Q2 2021	Q3 2023	10
TPG Financial Advisors, LLC	9	1	0.19%	5.58%	11.01%	Q3 2019	Q2 2022	10
HARBOUR INVESTMENTS, INC.	6	4	0.04%	0.05%	0.10%	Q1 2021	Q3 2023	10
Red Door Wealth Management, LLC	4	1	0.05%	0.08%	0.14%	Q1 2020	Q3 2023	10
HERITAGE INVESTORS MANAGEMENT CORP	5	1	0.01%	0.01%	0.02%	Q2 2015	Q4 2021	10
Meristem Family Wealth, LLC	6	1	0.06%	0.19%	0.33%	Q2 2019	Q1 2022	10
Hanlon Investment Management, Inc.	9	1	0.07%	1.68%	2.73%	Q1 2020	Q4 2022	10
AVALON CAPITAL MANAGEMENT	4	3	0.11%	2.26%	5.31%	Q3 2018	Q4 2022	10
Lake Point Wealth Management	5	2	0.00%	0.01%	0.07%	Q4 2018	Q2 2022	10
VISTA CAPITAL PARTNERS, INC.	10	10	0.04%	0.06%	0.08%	Q2 2021	Q3 2023	10
LAKE STREET ADVISORS GROUP, LLC	10	10	0.02%	0.08%	0.15%	Q4 2017	Q1 2020	10
Clarity Wealth Advisors, LLC	9	1	0.15%	0.17%	0.22%	Q4 2019	Q3 2023	10
QUEST CAPITAL MANAGEMENT INC /ADV	10	10	0.10%	0.14%	0.19%	Q3 2019	Q4 2021	10
Clear Perspectives Financial Planning, LLC	10	10	0.00%	1.34%	4.10%	Q4 2020	Q1 2023	10
Baldwin Investment Management, LLC	10	10	0.05%	0.05%	0.06%	Q4 2020	Q1 2023	10
West Financial Advisors, LLC	7	3	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	10
TOWNSQUARE CAPITAL LLC	8	1	0.01%	0.11%	0.23%	Q1 2019	Q3 2023	10
Peninsula Wealth, LLC	8	2	0.06%	0.08%	0.12%	Q3 2019	Q3 2023	10
WestHill Financial Advisors, Inc.	9	1	0.06%	0.07%	0.07%	Q4 2020	Q3 2023	10
Argentus Capital Management, LLC	5	1	0.02%	0.40%	1.34%	Q2 2013	Q3 2016	9
UBS AG	6	6	0.00%	0.12%	0.22%	Q2 2013	Q3 2014	9
VIVID FINANCIAL MANAGEMENT, INC.	9	9	0.18%	0.25%	0.44%	Q4 2019	Q4 2021	9
AFFINIA FINANCIAL GROUP, LLC	9	9	0.27%	0.33%	0.47%	Q2 2021	Q2 2023	9
Carnick & Kubik, LLC	8	1	0.03%	1.55%	4.16%	Q2 2013	Q3 2015	9
Integrated Wealth Management	9	9	0.06%	0.07%	0.09%	Q1 2015	Q1 2017	9
FLAGSTAR ADVISORS INC	9	9	0.41%	0.46%	0.52%	Q3 2021	Q3 2023	9
WealthShield Partners, LLC	5	1	0.00%	0.04%	0.18%	Q4 2017	Q3 2023	9
Sepio Capital, LP	9	9	0.02%	0.04%	0.05%	Q4 2018	Q4 2020	9
LEE DANNER & BASS INC	9	9	0.06%	0.08%	0.10%	Q1 2021	Q1 2023	9
NewFocus Financial Group, LLC	9	9	0.85%	1.61%	3.04%	Q4 2013	Q4 2015	9
Resource Planning Group	5	4	0.13%	0.18%	0.23%	Q1 2019	Q3 2021	9
Investors Financial Group, LLC	9	9	0.37%	0.47%	0.86%	Q4 2019	Q4 2021	9
PFG Private Wealth Management, LLC	9	9	0.06%	0.07%	0.08%	Q3 2021	Q3 2023	9
Invesco Ltd.	9	9	0.00%	0.00%	0.00%	Q2 2013	Q2 2015	9
CGN Advisors LLC	9	9	0.03%	0.06%	0.08%	Q4 2021	Q4 2023	9
EPIQ PARTNERS, LLC	6	3	0.09%	0.12%	0.15%	Q1 2021	Q2 2023	9
CONDOR CAPITAL MANAGEMENT	9	9	0.02%	0.03%	0.03%	Q3 2021	Q3 2023	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	10.45%	20.70%	25.52%	Q4 2014	Q4 2016	9
One Capital Management, LLC	8	1	0.01%	0.47%	1.18%	Q3 2014	Q3 2023	9
Agate Pass Investment Management, LLC	9	9	0.66%	0.71%	0.81%	Q4 2021	Q4 2023	9
Olympiad Research LP	7	1	0.13%	0.63%	1.24%	Q1 2020	Q3 2022	9
All Season Financial Advisors, Inc.	9	9	0.43%	0.84%	1.31%	Q3 2021	Q3 2023	9
Greenwich Wealth Management LLC	4	1	0.02%	0.08%	0.20%	Q1 2016	Q3 2023	9
Clearstead Trust, LLC	6	3	0.02%	0.05%	0.06%	Q4 2018	Q3 2023	9
Mizuho Bank, Ltd.	6	3	2.49%	5.07%	7.27%	Q3 2014	Q3 2023	9
G&S Capital LLC	9	9	0.01%	0.02%	0.10%	Q4 2017	Q4 2019	9
Sanford Advisory Services, LLC	9	9	0.60%	0.71%	0.78%	Q4 2020	Q4 2022	9
Strategic Point Investment Advisors, LLC	9	9	4.27%	16.65%	23.04%	Q2 2013	Q2 2015	9
BANK OF NOVA SCOTIA	7	2	0.00%	0.00%	0.00%	Q1 2013	Q1 2021	9
Sowell Financial Services LLC	7	1	0.01%	0.02%	0.03%	Q1 2019	Q1 2023	9
PARK AVENUE SECURITIES LLC	4	1	0.01%	0.02%	0.05%	Q1 2019	Q3 2023	9
First Personal Financial Services	9	9	0.13%	0.17%	0.21%	Q2 2017	Q2 2019	9
Truvestments Capital LLC	3	2	0.00%	0.05%	0.20%	Q2 2018	Q3 2023	9
Golden State Wealth Management, LLC	4	2	0.02%	0.42%	0.77%	Q1 2019	Q1 2022	9
Vectors Research Management, LLC	4	1	0.01%	0.01%	0.02%	Q3 2018	Q2 2022	9
High Net Worth Advisory Group LLC	9	9	0.40%	0.42%	0.44%	Q4 2021	Q4 2023	9
Essex Savings Bank	5	1	0.04%	0.07%	0.09%	Q4 2018	Q3 2023	9
Fulcrum Capital LLC	8	1	0.09%	0.13%	0.16%	Q3 2018	Q4 2022	9
Corundum Group, Inc.	4	1	0.19%	0.37%	1.01%	Q3 2017	Q2 2021	9
Strategic Blueprint, LLC	7	1	0.01%	0.08%	0.14%	Q3 2019	Q3 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.03%	0.23%	0.51%	Q2 2013	Q2 2015	9
Accel Wealth Management	9	9	0.02%	0.03%	0.04%	Q1 2021	Q1 2023	9
INVESTORS TRUST INC	9	9	0.32%	0.85%	2.33%	Q2 2013	Q2 2015	9
TRUE Private Wealth Advisors	9	9	0.00%	0.21%	0.43%	Q4 2018	Q4 2020	9
FundX Investment Group, LLC	5	4	0.16%	5.23%	14.01%	Q2 2016	Q4 2019	9
U.S. Capital Wealth Advisors, LLC	9	9	0.07%	0.10%	0.12%	Q3 2021	Q3 2023	9
Lindbrook Capital, LLC	8	1	0.00%	0.06%	0.12%	Q3 2020	Q3 2023	9
Hoffman, Alan N Investment Management	9	9	0.17%	0.19%	0.24%	Q4 2021	Q4 2023	9
RMR Wealth Builders	6	3	0.02%	0.07%	0.20%	Q3 2020	Q2 2023	9
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	7	2	0.04%	0.09%	0.16%	Q3 2020	Q3 2023	9
Tower View Wealth Management LLC	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
Advocacy Wealth Management Services, LLC	9	9	0.02%	0.04%	0.07%	Q4 2015	Q4 2017	9
Amundi	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Stonegate Investment Group, LLC	8	8	0.04%	0.09%	0.14%	Q4 2021	Q3 2023	8
PARK NATIONAL CORP /OH/	4	1	0.01%	0.01%	0.01%	Q1 2017	Q3 2019	8
Summit Financial Wealth Advisors, LLC	8	8	0.08%	0.13%	0.26%	Q4 2015	Q3 2017	8
Magnus Financial Group LLC	7	1	0.03%	0.07%	0.10%	Q4 2019	Q3 2023	8
Summit X, LLC	6	1	0.01%	0.14%	0.65%	Q4 2018	Q3 2023	8
KRAEMATON INVESTMENT ADVISORS, INC	8	8	0.28%	0.32%	0.35%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.01%	0.03%	0.05%	Q4 2021	Q3 2023	8
Wilson & Boucher Capital Management, LLC	8	8	0.23%	0.25%	0.27%	Q4 2021	Q3 2023	8
GREAT WEST LIFE ASSURANCE CO /CAN/	8	8	0.00%	0.00%	0.00%	Q3 2013	Q2 2015	8
Cypress Wealth Advisors LLC	8	8	0.13%	0.14%	0.18%	Q2 2015	Q1 2017	8
Prosperity Consulting Group, LLC	8	8	2.94%	5.17%	6.51%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.03%	0.10%	0.17%	Q4 2021	Q3 2023	8
Richwood Investment Advisors, LLC	8	8	1.16%	1.19%	1.23%	Q4 2021	Q3 2023	8
Long Run Wealth Advisors, LLC	8	8	0.56%	0.81%	0.99%	Q4 2021	Q3 2023	8
GIRARD SECURITIES, INC.	8	8	0.24%	0.66%	1.10%	Q4 2015	Q3 2017	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.21%	0.28%	0.41%	Q4 2021	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.02%	0.02%	0.04%	Q4 2020	Q3 2022	8
Washington Trust Advisors, Inc.	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
Heritage Financial Services, LLC	8	8	0.15%	0.37%	0.71%	Q4 2021	Q3 2023	8
Alterity Financial Group, LLC	6	1	0.27%	0.34%	0.39%	Q1 2021	Q3 2023	8
OLD NATIONAL BANCORP /IN/	4	4	0.00%	0.01%	0.02%	Q2 2014	Q1 2023	8
Ameritas Advisory Services, LLC	8	8	0.32%	0.41%	0.50%	Q4 2021	Q3 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Rainsberger Wealth Advisors, Inc.	8	8	0.63%	0.71%	0.79%	Q4 2021	Q3 2023	8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	8	8	4.76%	8.83%	11.22%	Q4 2021	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	0.24%	0.44%	0.69%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.47%	0.64%	0.76%	Q4 2021	Q3 2023	8
PURSUE WEALTH PARTNERS LLC	8	8	0.52%	0.79%	1.43%	Q4 2021	Q3 2023	8
MV CAPITAL MANAGEMENT, INC.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	0.10%	0.12%	0.14%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.04%	0.11%	0.16%	Q1 2017	Q4 2018	8
Sound Income Strategies, LLC	4	1	0.00%	0.00%	0.00%	Q4 2017	Q1 2023	8
Smith, Salley & Associates	7	1	0.05%	0.06%	0.06%	Q2 2014	Q3 2016	8
Cheviot Value Management, LLC	8	8	0.10%	0.15%	0.18%	Q3 2016	Q2 2018	8
BOENNING & SCATTERGOOD, INC.	8	8	0.28%	0.29%	0.33%	Q1 2021	Q4 2022	8
Revolve Wealth Partners, LLC	8	8	0.07%	0.09%	0.11%	Q4 2021	Q3 2023	8
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	8	8	0.23%	0.41%	0.94%	Q4 2021	Q3 2023	8
CIBC Asset Management Inc	6	2	0.02%	0.16%	0.40%	Q1 2014	Q1 2016	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.08%	0.21%	0.85%	Q2 2013	Q1 2015	8
EverSource Wealth Advisors, LLC	8	8	0.34%	0.58%	0.82%	Q4 2021	Q3 2023	8
Gary Goldberg Planning Services Inc	8	8	0.99%	1.07%	1.27%	Q1 2013	Q4 2014	8
Timber Hill LLC	3	1	0.00%	0.01%	0.03%	Q4 2014	Q3 2017	8
WARNER FINANCIAL, INC	8	8	0.68%	0.89%	1.09%	Q4 2021	Q3 2023	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.02%	0.03%	0.04%	Q4 2013	Q3 2015	8
Crescent Grove Advisors, LLC	8	8	0.03%	0.23%	0.58%	Q4 2021	Q3 2023	8
Marion Wealth Management	8	8	0.21%	0.33%	0.49%	Q4 2021	Q3 2023	8
3EDGE Asset Management, LP	6	2	2.00%	4.91%	17.79%	Q4 2019	Q1 2023	8
THOMPSON DAVIS & CO., INC.	8	8	0.01%	0.03%	0.06%	Q4 2015	Q3 2017	8
Orin Green Financial, LLC	6	2	0.11%	0.17%	0.23%	Q4 2020	Q1 2023	8
SC&H Financial Advisors, Inc.	8	8	0.34%	0.49%	0.79%	Q4 2021	Q3 2023	8
Formidable Asset Management, LLC	8	8	0.01%	0.01%	0.01%	Q3 2013	Q2 2015	8
CENTRAL BANK & TRUST CO	6	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2016	8
TrueWealth Advisors, LLC	8	8	0.13%	0.16%	0.20%	Q1 2021	Q4 2022	8
Icon Wealth Partners, LLC	3	1	0.01%	0.04%	0.06%	Q1 2019	Q2 2023	8
Bristlecone Advisors, LLC	5	1	0.01%	0.03%	0.04%	Q3 2017	Q2 2023	8
Stephens Consulting, LLC	8	8	0.01%	0.04%	0.07%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	0.26%	0.34%	0.50%	Q4 2021	Q3 2023	8
Sunflower Bank, N.A.	7	1	0.04%	0.10%	0.19%	Q2 2020	Q2 2022	8
Round Rock Advisors, LLC	8	8	0.19%	0.25%	0.31%	Q4 2021	Q3 2023	8
Citizens National Bank Trust Department	8	8	0.02%	0.03%	0.06%	Q4 2021	Q3 2023	8
Aspire Wealth Management Corp	8	8	0.02%	0.07%	0.10%	Q4 2021	Q3 2023	8
MidWestOne Financial Group, Inc.	8	8	0.14%	0.22%	0.27%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
REGENTATLANTIC CAPITAL LLC	6	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2022	8
ADAMSBROWN WEALTH CONSULTANTS LLC	8	8	3.66%	4.12%	4.62%	Q4 2021	Q3 2023	8
MKT Advisors LLC	8	8	0.25%	0.67%	0.77%	Q4 2021	Q3 2023	8
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	8	8	0.01%	0.01%	0.01%	Q1 2020	Q4 2021	8
Investment Advisory Group, LLC	8	8	0.30%	0.33%	0.37%	Q4 2021	Q3 2023	8
Kavar Capital Partners, LLC	3	1	0.00%	0.03%	0.06%	Q4 2013	Q2 2019	8
Aperio Group, LLC	8	8	0.00%	0.00%	0.00%	Q1 2019	Q4 2020	8
Cable Hill Partners, LLC	8	8	0.00%	0.02%	0.04%	Q2 2017	Q1 2019	8
GoalVest Advisory LLC	8	8	0.04%	0.05%	0.06%	Q1 2022	Q4 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
MAS Advisors LLC	8	8	2.04%	3.17%	4.58%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.14%	0.26%	0.32%	Q4 2021	Q3 2023	8
Colorado Capital Management, Inc.	8	8	0.25%	0.28%	0.30%	Q1 2016	Q4 2017	8
Baugh & Associates, LLC	8	8	0.29%	0.35%	0.39%	Q4 2021	Q3 2023	8
Merriman Wealth Management, LLC	7	1	0.04%	0.04%	0.05%	Q2 2018	Q3 2020	8
Houlihan Financial Resource Group, Ltd.	5	1	2.32%	3.01%	4.50%	Q4 2019	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
HMS Capital Management, LLC	7	7	0.06%	0.19%	0.24%	Q3 2016	Q1 2018	8
Corbenic Partners LLC	7	1	0.00%	0.00%	0.00%	Q1 2020	Q2 2022	8
Morton Brown Family Wealth, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.03%	0.03%	0.03%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	0.78%	0.96%	1.60%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	0.32%	0.36%	0.43%	Q4 2021	Q3 2023	8
Morling Financial Advisors, LLC	8	8	0.05%	0.07%	0.10%	Q4 2021	Q3 2023	8
Texas Capital Bank Wealth Management Services Inc	5	3	0.02%	0.07%	0.27%	Q4 2019	Q1 2022	8
American Trust	8	8	0.35%	0.40%	0.48%	Q4 2021	Q3 2023	8
EUDAIMONIA ADVISORS LLC	8	8	0.77%	0.88%	0.97%	Q4 2021	Q3 2023	8
HORIZON BANCORP INC /IN/	4	4	0.04%	0.28%	0.56%	Q4 2019	Q3 2023	8
DENVER WEALTH MANAGEMENT, INC.	6	1	5.74%	7.56%	8.80%	Q1 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	0.17%	0.25%	0.30%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	1.38%	1.75%	2.19%	Q4 2021	Q3 2023	8
Astoria Portfolio Advisors LLC.	8	8	0.19%	0.56%	0.83%	Q4 2021	Q3 2023	8
Bragg Financial Advisors, Inc	8	8	0.03%	0.04%	0.06%	Q2 2015	Q1 2017	8
First Command Financial Services, Inc.	8	8	0.00%	0.01%	0.01%	Q2 2018	Q1 2020	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	0.30%	0.71%	0.94%	Q4 2018	Q3 2020	8
Gunma Bank,Ltd.	3	1	1.24%	2.15%	2.94%	Q3 2020	Q3 2023	8
Rise Advisors, LLC	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
MAYPORT, LLC	8	8	0.13%	0.17%	0.20%	Q4 2021	Q3 2023	8
PFG Advisors	8	8	0.02%	0.03%	0.04%	Q1 2021	Q4 2022	8
HARVEST GROUP WEALTH MANAGEMENT, LLC	8	8	0.00%	0.01%	0.02%	Q1 2019	Q4 2020	8
Whitnell & Co.	8	8	0.02%	0.02%	0.02%	Q1 2018	Q4 2019	8
Strengthening Families & Communities, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Forbes Financial Planning, Inc.	8	8	0.88%	2.77%	4.27%	Q4 2021	Q3 2023	8
CONCENTRIC WEALTH MANAGEMENT, LLC	8	8	0.19%	0.23%	0.33%	Q4 2016	Q3 2018	8
Cerro Pacific Wealth Advisors LLC	7	1	0.17%	1.46%	2.05%	Q4 2020	Q4 2022	8
FLOW TRADERS U.S. LLC	3	1	0.01%	0.07%	0.17%	Q4 2016	Q3 2023	8
BEACON FINANCIAL GROUP	8	8	0.07%	0.08%	0.09%	Q3 2013	Q2 2015	8
RE Dickinson Investment Advisors, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
City State Bank	8	8	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	8
Renaissance Technologies	4	2	0.00%	0.00%	0.00%	Q2 2020	Q2 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.01%	0.01%	0.03%	Q2 2013	Q1 2015	8
O'ROURKE & COMPANY, Inc	8	8	0.15%	0.23%	0.31%	Q4 2021	Q3 2023	8
New Capital Management LP	8	8	0.68%	0.94%	1.39%	Q4 2016	Q3 2018	8
Missouri Trust & Investment Co	8	8	0.21%	0.27%	0.32%	Q4 2021	Q3 2023	8
INGALLS & SNYDER LLC	8	8	0.01%	0.01%	0.01%	Q4 2016	Q3 2018	8
StrongBox Wealth, LLC	8	8	0.12%	0.17%	0.32%	Q1 2020	Q4 2021	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	0.50%	0.56%	0.66%	Q4 2021	Q3 2023	8
Carson Advisory Inc.	8	8	0.54%	0.58%	0.64%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	0.03%	0.04%	0.06%	Q4 2021	Q3 2023	8
Wealth Advisory Solutions, LLC	3	1	0.06%	0.08%	0.12%	Q4 2019	Q1 2023	8
Ignite Planners, LLC	8	8	0.16%	0.41%	0.73%	Q4 2021	Q3 2023	8
My Legacy Advisors, LLC	7	7	0.30%	0.35%	0.38%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.13%	0.23%	0.30%	Q1 2022	Q3 2023	7
Tarbox Family Office, Inc.	4	3	0.02%	0.02%	0.04%	Q1 2015	Q3 2018	7
Clearview Wealth Advisors LLC	7	7	0.01%	0.01%	0.02%	Q4 2021	Q2 2023	7
Threshold Group LLC	5	2	0.29%	3.53%	6.46%	Q4 2015	Q3 2017	7
Zions Bancorporation, N.A.	5	2	0.00%	0.01%	0.03%	Q4 2018	Q2 2022	7
SVA Wealth Management, LLC	3	1	0.02%	0.02%	0.03%	Q1 2017	Q4 2020	7
SRS Capital Advisors, Inc.	4	1	0.00%	0.01%	0.02%	Q3 2018	Q1 2022	7
Polaris Wealth Advisory Group, LLC	5	1	0.12%	0.64%	1.13%	Q3 2019	Q1 2023	7
Beaird Harris Wealth Management, LLC	5	2	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	7
Stearns Financial Services Group	5	1	0.01%	0.01%	0.02%	Q3 2018	Q3 2020	7
Clarkston Capital Partners, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
First Command Bank	7	7	0.00%	0.01%	0.01%	Q3 2018	Q1 2020	7
Pinkerton Retirement Specialists, LLC	6	1	0.01%	0.02%	0.02%	Q4 2015	Q2 2018	7
KLS Professional Advisors Group, LLC	7	7	0.02%	0.05%	0.09%	Q4 2017	Q2 2019	7
Rotella Capital Management, Inc.	7	7	0.80%	1.62%	2.78%	Q2 2013	Q4 2014	7
Richard Bernstein Advisors LLC	7	7	1.75%	3.62%	4.12%	Q1 2022	Q3 2023	7
Clear Perspective Advisors, LLC	7	7	0.01%	0.02%	0.02%	Q4 2016	Q2 2018	7
Heritage Trust Co	7	7	0.00%	0.01%	0.01%	Q2 2017	Q4 2018	7
ParenteBeard Wealth Management, LLC	7	7	1.67%	3.67%	4.43%	Q2 2013	Q4 2014	7
Parisi Gray Wealth Management	6	1	0.05%	0.06%	0.07%	Q4 2017	Q2 2021	7
Legacy Advisors, LLC	7	7	0.20%	0.28%	0.47%	Q1 2022	Q3 2023	7
Simplicity Solutions, LLC	3	1	0.01%	0.05%	0.15%	Q4 2015	Q3 2023	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.01%	0.01%	0.04%	Q4 2017	Q3 2019	7
Gryphon Financial Partners LLC	3	1	0.04%	0.09%	0.19%	Q4 2017	Q2 2022	7
Cobble Hill Financial Services, INC	7	7	2.53%	2.80%	3.00%	Q1 2013	Q3 2014	7
BOSTON FINANCIAL MANGEMENT LLC	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
PRINCIPAL FINANCIAL GROUP INC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
FIRST INTERSTATE BANK	6	1	0.00%	0.02%	0.02%	Q1 2016	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	0.26%	0.27%	0.28%	Q1 2022	Q3 2023	7
Horizons Wealth Management	7	7	0.07%	0.08%	0.09%	Q2 2022	Q4 2023	7
EVERMAY WEALTH MANAGEMENT LLC	6	1	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	7
F3Logic, LLC	5	2	0.07%	0.22%	0.71%	Q1 2018	Q4 2019	7
USAdvisors Wealth Management, LLC	7	7	1.86%	2.16%	2.33%	Q1 2022	Q3 2023	7
Castleview Partners, LLC	5	1	0.00%	0.01%	0.02%	Q2 2021	Q3 2023	7
COMERICA SECURITIES INC	7	7	0.03%	0.03%	0.05%	Q1 2017	Q3 2018	7
PROFFITT & GOODSON INC	7	7	0.01%	0.01%	0.01%	Q1 2020	Q3 2021	7
Brand Asset Management Group, Inc.	7	7	0.00%	0.00%	0.00%	Q2 2018	Q4 2019	7
Arrow Investment Advisors, LLC	3	2	2.96%	4.62%	5.59%	Q2 2013	Q2 2019	7
Warwick Investment Management, Inc.	4	3	0.08%	0.10%	0.12%	Q4 2021	Q3 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.02%	0.07%	0.11%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.21%	0.23%	0.25%	Q1 2022	Q3 2023	7
Worth Asset Management, LLC	7	7	0.16%	0.17%	0.19%	Q1 2022	Q3 2023	7
Black Diamond Financial, LLC	7	7	0.25%	0.30%	0.34%	Q1 2022	Q3 2023	7
WealthOne, LLC	5	1	0.14%	0.20%	0.32%	Q4 2018	Q4 2022	7
FOUNDERS BANK & TRUST	7	7	0.03%	0.03%	0.04%	Q2 2013	Q4 2014	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	1.84%	2.22%	2.65%	Q2 2013	Q4 2014	7
P.R. Herzig & Co. Inc.	7	7	0.37%	0.42%	0.51%	Q3 2013	Q1 2015	7
Clark Capital Management Group, Inc.	6	1	0.01%	0.02%	0.05%	Q4 2015	Q4 2017	7
Parsec Financial Management, Inc.	7	7	0.01%	0.02%	0.02%	Q3 2021	Q1 2023	7
Patriot Wealth Management, Inc.	7	7	0.05%	0.06%	0.10%	Q2 2017	Q4 2018	7
Beacon Capital Management, LLC	7	7	0.01%	0.02%	0.05%	Q1 2022	Q3 2023	7
ATHERTON LANE ADVISERS, LLC	7	7	0.05%	0.05%	0.05%	Q2 2014	Q4 2015	7
Cyrus J. Lawrence, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.06%	0.07%	0.09%	Q2 2013	Q4 2014	7
RETIREMENT DESIGN & MANAGEMENT INC /ADV	7	7	0.98%	1.37%	1.72%	Q4 2014	Q2 2016	7
PATRON PARTNERS, LLC	7	7	0.23%	0.54%	0.68%	Q1 2022	Q3 2023	7
JMG Financial Group, Ltd.	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
Rock Point Advisors, LLC	6	1	0.29%	1.12%	1.58%	Q1 2015	Q4 2018	7
Comprehensive Financial Consultants Institutional, Inc.	7	7	0.13%	0.17%	0.21%	Q4 2021	Q2 2023	7
Nvest Financial, LLC	7	7	3.68%	5.06%	6.66%	Q1 2022	Q3 2023	7
Rothschild & Co Wealth Management UK Ltd	7	7	0.01%	0.01%	0.02%	Q2 2016	Q4 2017	7
Tyler-Stone Wealth Management	5	2	0.03%	0.05%	0.06%	Q4 2021	Q3 2023	7
BARNES PETTEY FINANCIAL ADVISORS, LLC	7	7	0.25%	0.32%	0.36%	Q4 2021	Q2 2023	7
BINGHAM OSBORN & SCARBOROUGH LLC	7	7	0.02%	0.02%	0.03%	Q1 2019	Q3 2020	7
TCF National Bank	7	7	0.18%	0.20%	0.23%	Q3 2019	Q1 2021	7
Amplius Wealth Advisors, LLC	7	7	0.03%	0.04%	0.05%	Q4 2021	Q2 2023	7
Kathmere Capital Management, LLC	4	1	0.02%	0.04%	0.04%	Q3 2020	Q4 2022	7
Wedmont Private Capital	7	7	0.04%	0.06%	0.09%	Q1 2022	Q3 2023	7
Secure Asset Management, LLC	7	7	0.10%	0.13%	0.17%	Q1 2022	Q3 2023	7
Financial Futures Ltd Liability Co.	7	7	2.08%	3.84%	4.58%	Q1 2022	Q3 2023	7
Wescott Financial Advisory Group, LLC	7	7	0.18%	0.28%	0.42%	Q1 2022	Q3 2023	7
SAXON INTERESTS, INC.	7	7	0.16%	0.19%	0.22%	Q4 2021	Q2 2023	7
Bowman & Co S.C.	7	7	0.17%	0.22%	0.24%	Q4 2021	Q2 2023	7
Consolidated Planning Corp	6	1	0.03%	0.79%	1.22%	Q3 2021	Q3 2023	7
Charter Oak Capital Management, LLC	7	7	0.02%	0.02%	0.02%	Q4 2020	Q2 2022	7
Rosenberg Matthew Hamilton	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
Interchange Capital Partners, LLC	7	7	0.31%	0.51%	0.62%	Q1 2022	Q3 2023	7
Western Pacific Wealth Management, LP	7	7	0.01%	0.02%	0.04%	Q4 2021	Q2 2023	7
Rockbridge Investment Management, LCC	7	7	0.12%	0.13%	0.14%	Q2 2020	Q4 2021	7
Sterling Financial Planning, Inc.	7	7	0.14%	0.15%	0.18%	Q4 2020	Q2 2022	7
OLIVER LAGORE VANVALIN INVESTMENT GROUP	7	7	0.01%	0.02%	0.04%	Q1 2022	Q3 2023	7
Berkshire Bank	7	7	0.10%	0.23%	0.28%	Q1 2022	Q3 2023	7
WOLFF WIESE MAGANA LLC	7	7	0.01%	0.06%	0.14%	Q1 2022	Q3 2023	7
THOMASPARTNERS, INC.	5	2	0.00%	0.01%	0.01%	Q2 2013	Q1 2015	7
RATIONAL ADVISORS LLC	4	3	0.35%	0.62%	0.86%	Q1 2013	Q2 2015	7
TrinityPoint Wealth, LLC	6	6	0.05%	0.06%	0.07%	Q2 2022	Q3 2023	6
Mayfair Advisory Group, LLC	6	6	0.70%	1.03%	1.29%	Q2 2022	Q3 2023	6
BlackRock Investment Management, LLC	4	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	6
Integer Wealth Advisors Group LLC	6	6	0.69%	0.95%	1.13%	Q4 2019	Q1 2021	6
Horizon Investments, LLC	5	1	0.03%	0.65%	3.30%	Q3 2016	Q1 2023	6
Halpern Financial, Inc.	6	6	0.13%	0.39%	0.53%	Q1 2022	Q2 2023	6
Mariner Wealth Advisors-Cincinnati, LLC	5	1	0.01%	0.02%	0.02%	Q4 2015	Q3 2018	6
Sageworth Trust Co	5	1	0.02%	0.04%	0.05%	Q2 2020	Q3 2023	6
WEXFORD CAPITAL LP	6	6	0.18%	0.75%	1.36%	Q3 2016	Q4 2017	6
Brickley Wealth Management	6	6	0.16%	0.17%	0.18%	Q3 2018	Q4 2019	6
Karp Capital Management Corp	6	6	0.04%	0.09%	0.12%	Q4 2018	Q1 2020	6
GILL CAPITAL PARTNERS, LLC	5	1	0.10%	0.12%	0.16%	Q4 2018	Q4 2021	6
BBR PARTNERS, LLC	5	1	0.03%	0.04%	0.04%	Q4 2016	Q4 2019	6
Capital Group Private Client Services, Inc.	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	6
Rollins Financial	6	6	0.07%	0.14%	0.30%	Q1 2022	Q2 2023	6
COUNTRY TRUST BANK	6	6	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	6
First Capital Advisors Group, LLC.	6	6	0.21%	0.27%	0.37%	Q4 2016	Q1 2018	6
Virtu KCG Holdings LLC	3	1	0.00%	0.01%	0.03%	Q3 2013	Q2 2017	6
CHILDRESS CAPITAL ADVISORS, LLC	3	1	0.04%	0.28%	0.43%	Q4 2020	Q3 2023	6
SlateStone Wealth, LLC	6	6	0.17%	0.33%	0.50%	Q2 2022	Q3 2023	6
COMPASS FINANCIAL ADVISORS LLC	6	6	0.37%	0.42%	0.47%	Q4 2021	Q1 2023	6
BENJAMIN EDWARDS INC	6	6	0.00%	0.00%	0.01%	Q4 2021	Q1 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.00%	0.01%	0.01%	Q4 2020	Q1 2022	6
KMS FINANCIAL SERVICES, INC	6	6	0.12%	0.15%	0.18%	Q2 2013	Q3 2014	6
Tuttle Capital Management, LLC	3	3	0.80%	1.16%	1.62%	Q4 2016	Q1 2019	6
Coston, McIsaac & Partners	6	6	0.62%	0.73%	1.02%	Q2 2022	Q3 2023	6
Peak Financial Management, Inc.	5	1	0.09%	0.10%	0.11%	Q4 2015	Q2 2017	6
Miracle Mile Advisors, LLC	6	6	0.02%	0.02%	0.02%	Q1 2018	Q2 2019	6
MEEDER ASSET MANAGEMENT INC	6	6	0.00%	0.01%	0.02%	Q2 2021	Q3 2022	6
Spinnaker Investment Group, LLC	6	6	0.30%	0.36%	0.40%	Q2 2022	Q3 2023	6
AIA Group Ltd	6	6	0.57%	2.83%	5.31%	Q4 2015	Q1 2017	6
Freedman Financial Associates, Inc.	6	6	0.78%	0.83%	0.89%	Q4 2020	Q1 2022	6
Global Wealth Management Investment Advisory, Inc.	6	6	0.01%	0.01%	0.01%	Q4 2018	Q1 2020	6
Chicago Wealth Management, Inc.	6	6	0.11%	4.12%	7.34%	Q3 2021	Q4 2022	6
EDMOND DE ROTHSCHILD (SUISSE) S.A.	6	6	0.47%	0.83%	2.37%	Q2 2015	Q3 2016	6
1919 Investment Counsel, LLC	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Wayfinding Financial, LLC	6	6	0.26%	0.27%	0.28%	Q4 2021	Q1 2023	6
GeoWealth Management, LLC	3	3	0.11%	0.52%	0.93%	Q2 2019	Q2 2021	6
Riverstone Advisors, LLC	6	6	0.13%	0.14%	0.16%	Q2 2022	Q3 2023	6
Cordasco Financial Network	6	6	0.01%	0.08%	0.12%	Q4 2013	Q1 2015	6
Sugarloaf Wealth Management, LLC	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
Concorde Asset Management, LLC	5	1	0.27%	0.51%	0.68%	Q4 2016	Q4 2019	6
TCWP LLC	6	6	0.66%	0.70%	0.74%	Q4 2021	Q1 2023	6
Sage Advisory Services, Ltd.Co.	5	1	3.01%	5.09%	6.74%	Q4 2016	Q4 2019	6
PRUDENTIAL PLC	3	3	0.02%	0.14%	0.29%	Q4 2013	Q4 2022	6
Quad-Cities Investment Group, LLC	6	6	0.00%	0.01%	0.02%	Q2 2018	Q3 2019	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Bensler, LLC	4	2	0.04%	0.05%	0.06%	Q1 2022	Q3 2023	6
Advisory Resource Group	6	6	0.88%	2.14%	2.93%	Q4 2018	Q1 2020	6
Bank Pictet & Cie (Europe) AG	6	6	0.03%	0.17%	0.26%	Q3 2018	Q4 2019	6
Allianz Asset Management GmbH	6	6	0.00%	0.00%	0.00%	Q3 2018	Q4 2019	6
Vestmark Advisory Solutions, Inc.	6	6	0.02%	0.04%	0.05%	Q1 2022	Q2 2023	6
Brio Consultants, LLC	6	6	0.04%	0.05%	0.05%	Q2 2022	Q3 2023	6
JEPPSON WEALTH MANAGEMENT, LLC	6	6	0.67%	0.75%	0.86%	Q2 2022	Q3 2023	6
Transamerica Financial Advisors, Inc.	6	6	0.00%	0.02%	0.04%	Q1 2015	Q2 2016	6
Foster Group, Inc.	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
GREAT VALLEY ADVISOR GROUP, INC.	6	6	0.02%	0.07%	0.12%	Q2 2022	Q3 2023	6
FOUNDERS FINANCIAL SECURITIES LLC	5	1	0.18%	0.92%	1.85%	Q3 2016	Q1 2023	6
Moreno Evelyn V	6	6	0.08%	0.10%	0.12%	Q4 2013	Q1 2015	6
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	6
Independent Advisor Alliance	2	1	0.07%	0.11%	0.22%	Q1 2017	Q4 2021	6
Independent Family Office, LLC	6	6	0.13%	0.43%	0.78%	Q4 2019	Q1 2021	6
Prestige Wealth Management Group LLC	5	1	0.01%	0.01%	0.04%	Q4 2018	Q4 2022	6
Full Sail Capital, LLC	6	6	0.12%	0.26%	0.50%	Q4 2018	Q1 2020	6
BUTENSKY & COHEN FINANCIAL SECURITY, INC	6	6	0.31%	0.32%	0.34%	Q2 2022	Q3 2023	6
Corsicana & Co.	6	6	4.90%	5.40%	6.14%	Q2 2021	Q3 2022	6
Roger Wittlin Investment Advisory, LLC	6	6	2.12%	8.17%	22.94%	Q2 2022	Q3 2023	6
Dorsey Wright & Associates	3	1	0.81%	2.00%	3.51%	Q2 2013	Q2 2019	6
Gibson Capital, LLC	3	1	0.05%	0.05%	0.06%	Q1 2021	Q2 2023	6
Hirtle Callaghan & Co LLC	6	6	0.00%	0.01%	0.03%	Q3 2016	Q4 2017	6
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	5	1	0.02%	0.10%	0.13%	Q1 2018	Q4 2019	6
Lansing Street Advisors	6	6	3.44%	6.01%	7.72%	Q1 2022	Q2 2023	6
TCG Advisors, LP	6	6	0.10%	0.21%	0.31%	Q1 2019	Q2 2020	6
Regal Wealth Group, Inc.	6	6	0.00%	0.01%	0.07%	Q4 2019	Q1 2021	6
McAdam, LLC	3	3	0.02%	0.04%	0.06%	Q1 2018	Q3 2023	6
Premise Capital, LLC	5	5	0.29%	1.83%	2.43%	Q4 2015	Q4 2016	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.90%	1.10%	1.52%	Q4 2018	Q4 2019	5
REDMONT WEALTH ADVISORS LLC	5	5	0.87%	0.90%	0.93%	Q4 2021	Q4 2022	5
RAY GERALD L & ASSOCIATES LTD	5	5	0.04%	0.05%	0.05%	Q2 2014	Q2 2015	5
WESTWOOD HOLDINGS GROUP INC	5	5	0.00%	0.00%	0.00%	Q3 2017	Q3 2018	5
Hugh Johnson Advisors LLC	5	5	0.11%	0.14%	0.16%	Q2 2013	Q2 2014	5
WILMINGTON TRUST CO	5	5	0.01%	0.01%	0.01%	Q2 2013	Q2 2014	5
Alpha Omega Wealth Management LLC	5	5	0.02%	0.02%	0.02%	Q2 2018	Q2 2019	5
PHYSICIANS FINANCIAL SERVICES, INC.	5	5	0.01%	0.01%	0.01%	Q4 2015	Q4 2016	5
Treasure Coast Financial Planning	5	5	0.45%	1.56%	2.86%	Q3 2022	Q3 2023	5
IRONWOOD WEALTH MANAGEMENT, INC.	5	5	4.96%	5.14%	5.36%	Q3 2022	Q3 2023	5
Stanford Investment Group, Inc.	5	5	0.10%	0.11%	0.12%	Q4 2015	Q4 2016	5
PFS INVESTMENTS INC.	5	5	0.50%	0.67%	1.02%	Q4 2018	Q4 2019	5
Silversage Advisors	5	5	16.89%	20.37%	28.72%	Q4 2019	Q4 2020	5
HEADINVEST, LLC	5	5	0.04%	0.05%	0.05%	Q3 2022	Q3 2023	5
HighTower Trust Company, N.A.	5	5	0.03%	0.07%	0.08%	Q1 2022	Q1 2023	5
Anfield Capital Management, LLC	5	5	0.00%	0.39%	0.57%	Q4 2019	Q4 2020	5
Long Wharf Investors, Inc.	5	5	0.19%	0.32%	0.66%	Q2 2013	Q2 2014	5
Geneva Advisors, LLC	4	1	0.00%	0.03%	0.04%	Q4 2014	Q2 2017	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.10%	0.19%	0.53%	Q4 2016	Q4 2017	5
BADGLEY PHELPS & BELL INC	5	5	0.02%	0.02%	0.03%	Q4 2014	Q4 2015	5
KENFARB & CO.	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
RGT Wealth Advisors, LLC	4	1	0.01%	0.04%	0.17%	Q3 2016	Q3 2022	5
Princeton Portfolio Strategies Group LLC	4	1	0.08%	0.18%	0.27%	Q1 2017	Q2 2018	5
WESPAC Advisors, LLC	5	5	0.33%	1.57%	3.47%	Q2 2013	Q2 2014	5
US FINANCIAL ADVISORS, LLC	5	5	0.03%	0.04%	0.06%	Q4 2014	Q4 2015	5
Bank of Kentucky, Inc.	5	5	0.00%	0.00%	0.00%	Q1 2014	Q1 2015	5
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	5	5	0.12%	0.17%	0.23%	Q4 2018	Q4 2019	5
FIRST HORIZON CORP	4	1	0.02%	0.24%	1.11%	Q2 2013	Q2 2021	5
Antonetti Capital Management LLC	5	5	0.22%	0.35%	0.43%	Q2 2013	Q2 2014	5
Belvedere Trading LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	5
Pinnacle Financial Group, LLC / IL	5	5	0.23%	0.27%	0.33%	Q3 2022	Q3 2023	5
STUDIO INVESTMENT MANAGEMENT LLC	5	5	0.00%	0.00%	0.00%	Q2 2022	Q2 2023	5
Hedeker Wealth, LLC	5	5	0.22%	0.37%	0.68%	Q2 2016	Q2 2017	5
Cavalier Investments, LLC	5	5	0.20%	0.21%	0.23%	Q4 2015	Q4 2016	5
SHEPHERD KAPLAN KROCHUK, LLC	5	5	0.02%	0.05%	0.07%	Q2 2013	Q2 2014	5
Curi Wealth Management, LLC	5	5	0.05%	0.06%	0.06%	Q3 2022	Q3 2023	5
Compass Wealth Management LLC	5	5	0.02%	0.02%	0.02%	Q4 2022	Q4 2023	5
Wilmington Trust, National Association	5	5	0.01%	0.01%	0.02%	Q2 2013	Q2 2014	5
Compass Financial Group, INC/SD	5	5	0.10%	0.12%	0.14%	Q4 2022	Q4 2023	5
Trek Financial, LLC	5	5	0.05%	0.06%	0.09%	Q4 2018	Q4 2019	5
RESOLUTE FINANCIAL, LLC	5	5	0.23%	0.31%	0.35%	Q4 2021	Q4 2022	5
Camelot Portfolios, LLC	3	2	0.10%	0.16%	0.23%	Q1 2022	Q2 2023	5
Pure Financial Advisors, LLC	3	2	0.01%	0.01%	0.02%	Q3 2021	Q2 2023	5
PROFESSIONAL PLANNING	4	1	0.10%	0.14%	0.21%	Q2 2020	Q3 2021	5
Cassady Schiller Wealth Management, LLC	4	1	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	5
ISTHMUS PARTNERS, LLC	3	1	0.00%	0.05%	0.25%	Q4 2014	Q1 2019	5
OPPENHEIMER ASSET MANAGEMENT INC.	5	5	0.02%	0.02%	0.03%	Q4 2018	Q4 2019	5
TITLEIST CAPITAL, LLC	5	5	0.06%	0.07%	0.07%	Q4 2021	Q4 2022	5
Highview Capital Management LLC/DE/	5	5	0.38%	0.66%	0.97%	Q1 2022	Q1 2023	5
MA Private Wealth	5	5	0.06%	0.07%	0.11%	Q4 2018	Q4 2019	5
BECK MACK & OLIVER LLC	4	1	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	5
LEWIS CAPITAL MANAGEMENT, LLC	5	5	0.64%	0.77%	0.91%	Q4 2021	Q4 2022	5
Sowa Financial Group, Inc.	5	5	0.01%	0.01%	0.02%	Q4 2019	Q4 2020	5
VALLEY NATIONAL BANCORP	5	5	0.68%	0.83%	0.94%	Q4 2013	Q4 2014	5
Thrive Wealth Management, LLC	5	5	0.06%	0.07%	0.07%	Q3 2022	Q3 2023	5
NEW ENGLAND ASSET MANAGEMENT INC	4	1	0.04%	0.04%	0.05%	Q2 2013	Q3 2021	5
MAPLE SECURITIES USA INC	4	1	0.08%	0.39%	0.68%	Q2 2013	Q1 2015	5
Jackson Wealth Management, LLC	2	1	0.05%	0.14%	0.31%	Q2 2016	Q2 2021	5
Continuum Advisory, LLC	2	1	0.06%	0.15%	0.41%	Q4 2019	Q4 2022	5
RELIANCE TRUST CO OF DELAWARE	5	5	0.03%	0.03%	0.04%	Q4 2013	Q4 2014	5
Edgestream Partners, L.P.	3	2	0.02%	0.42%	1.29%	Q3 2020	Q3 2022	5
Family Legacy, Inc.	5	5	0.11%	0.14%	0.16%	Q3 2022	Q3 2023	5
RESTON WEALTH MANAGEMENT LLC	4	1	0.13%	0.16%	0.19%	Q1 2019	Q4 2020	5
Hoover Financial Advisors, Inc.	5	5	0.01%	0.01%	0.02%	Q2 2020	Q2 2021	5
Gupta Wealth Management LLC	5	5	0.52%	0.57%	0.69%	Q1 2015	Q1 2016	5
ASB Consultores, LLC	5	5	0.10%	0.17%	0.41%	Q2 2022	Q2 2023	5
San Luis Wealth Advisors LLC	3	1	0.11%	0.22%	0.41%	Q4 2020	Q3 2022	5
Evergreen Wealth Solutions, LLC	5	5	0.31%	0.44%	0.71%	Q4 2021	Q4 2022	5
CoreCap Advisors, LLC	5	5	0.78%	0.90%	1.21%	Q4 2021	Q4 2022	5
NatWest Group plc	5	5	0.01%	0.06%	0.10%	Q3 2015	Q3 2016	5
HCR Wealth Advisors	5	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	5
Sovereign Financial Group, Inc.	5	5	0.08%	0.09%	0.09%	Q4 2021	Q4 2022	5
Global Wealth Strategies & Associates	5	5	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	5
ROMANO BROTHERS AND COMPANY	5	5	0.03%	0.04%	0.05%	Q3 2022	Q3 2023	5
Venture Visionary Partners LLC	4	1	0.01%	0.12%	0.18%	Q2 2022	Q3 2023	5
Heritage Wealth Advisors	4	1	0.00%	0.02%	0.02%	Q1 2019	Q1 2023	5
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.02%	0.03%	0.04%	Q1 2018	Q1 2019	5
Allen Capital Group, LLC	5	5	0.09%	0.11%	0.12%	Q1 2019	Q1 2020	5
Ballast, Inc.	3	1	0.12%	0.12%	0.13%	Q4 2019	Q1 2021	4
Nan Shan Life Insurance Co., Ltd.	3	1	0.03%	0.20%	0.25%	Q2 2022	Q2 2023	4
Fisher Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q1 2017	Q3 2021	4
55I, LLC	3	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2022	4
Wealthstream Advisors, Inc.	4	4	0.14%	0.16%	0.19%	Q4 2022	Q3 2023	4
Chevy Chase Trust Holdings, LLC	2	1	0.00%	0.00%	0.01%	Q3 2017	Q3 2023	4
S.E.E.D. Planning Group LLC	4	4	0.12%	0.13%	0.15%	Q4 2022	Q3 2023	4
Bernardo Wealth Planning LLC	3	1	0.09%	0.11%	0.15%	Q3 2019	Q3 2023	4
Corient Private Wealth LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Keystone Financial Group	2	1	0.04%	0.05%	0.07%	Q1 2019	Q4 2022	4
Randolph Co Inc	4	4	0.04%	0.19%	0.26%	Q4 2013	Q3 2014	4
First PREMIER Bank	3	1	0.04%	0.06%	0.11%	Q3 2018	Q1 2022	4
Colonial Trust Co / SC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
BRAVE ASSET MANAGEMENT INC	4	4	0.01%	0.01%	0.01%	Q1 2014	Q4 2014	4
Johnson & White Wealth Management, LLC	3	1	5.92%	7.01%	9.42%	Q3 2022	Q3 2023	4
Cedar Brook Financial Partners, LLC	2	2	0.06%	0.07%	0.08%	Q4 2021	Q4 2022	4
CASCADE INVESTMENT GROUP, INC.	4	4	0.29%	0.31%	0.34%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
EASTERN BANK	4	4	0.03%	0.03%	0.03%	Q1 2014	Q4 2014	4
Violich Capital Management, Inc.	4	4	0.05%	0.05%	0.05%	Q1 2019	Q4 2019	4
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	4
Nalls Sherbakoff Group, LLC	3	1	0.17%	0.29%	0.63%	Q4 2018	Q3 2023	4
Kapstone Financial Advisors LLC	4	4	0.41%	0.44%	0.49%	Q4 2022	Q3 2023	4
Summit Financial Strategies, Inc.	3	1	0.33%	0.34%	0.35%	Q4 2018	Q4 2019	4
Beaumont Financial Advisors, LLC	4	4	0.06%	0.07%	0.09%	Q4 2022	Q3 2023	4
Sabal Trust CO	4	4	0.03%	1.94%	2.67%	Q2 2013	Q1 2014	4
Lehman & Derafelo Financial Resources LLC	2	2	0.00%	0.01%	0.03%	Q2 2021	Q3 2022	4
LaSalle St. Investment Advisors, LLC	4	4	0.28%	0.29%	0.30%	Q4 2022	Q3 2023	4
JOYN Advisors, Inc.	4	4	0.00%	0.01%	0.01%	Q1 2018	Q4 2018	4
St. Johns Investment Management Company, LLC	4	4	2.44%	2.45%	2.49%	Q1 2014	Q4 2014	4
KILEY JUERGENS WEALTH MANAGEMENT, LLC	4	4	0.39%	0.44%	0.50%	Q4 2017	Q3 2018	4
Legacy Trust	4	4	0.10%	0.10%	0.11%	Q4 2022	Q3 2023	4
Y-Intercept (Hong Kong) Ltd	2	1	0.06%	0.09%	0.14%	Q1 2021	Q4 2022	4
COUNTRY CLUB BANK /GFN	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
RDA Financial Network	4	4	0.09%	0.11%	0.13%	Q1 2019	Q4 2019	4
Retirement Investment Advisors, Inc.	4	4	0.45%	1.93%	4.96%	Q4 2022	Q3 2023	4
CHARTIST INC /CA/	4	4	0.20%	0.32%	0.48%	Q2 2021	Q1 2022	4
Family Asset Management, LLC	4	4	0.00%	0.03%	0.04%	Q4 2022	Q3 2023	4
PARSONS CAPITAL MANAGEMENT INC/RI	4	4	0.04%	0.06%	0.08%	Q4 2022	Q3 2023	4
Ferris Capital, LLC	4	4	0.01%	0.01%	0.01%	Q2 2018	Q1 2019	4
Ethic Inc.	4	4	0.02%	0.03%	0.05%	Q2 2021	Q1 2022	4
OneAscent Financial Services LLC	3	1	0.12%	0.16%	0.21%	Q2 2022	Q2 2023	4
SageView Advisory Group, LLC	4	4	0.08%	0.10%	0.11%	Q4 2022	Q3 2023	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	2.67%	2.95%	3.15%	Q4 2017	Q3 2018	4
Lakewood Asset Management LLC	4	4	0.31%	0.32%	0.34%	Q4 2022	Q3 2023	4
Donald L. Hagan, LLC	2	1	0.05%	3.00%	7.57%	Q4 2014	Q1 2016	4
New Hampshire Trust	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
PERRITT CAPITAL MANAGEMENT INC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
tru Independence LLC	2	1	0.01%	0.02%	0.04%	Q4 2019	Q2 2021	4
WealthPLAN Partners, LLC	2	2	0.00%	0.01%	0.03%	Q2 2016	Q2 2023	4
Resurgent Financial Advisors LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
McDonough Capital Management, Inc	4	4	0.21%	0.24%	0.28%	Q4 2022	Q3 2023	4
WEALTHFRONT Corp	4	4	0.00%	0.00%	0.00%	Q4 2014	Q3 2015	4
Leading Edge Financial Planning LLC	4	4	0.77%	1.15%	1.54%	Q4 2022	Q3 2023	4
KANAWHA CAPITAL MANAGEMENT LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.27%	0.31%	0.35%	Q4 2022	Q3 2023	4
ML & R WEALTH MANAGEMENT LLC	4	4	0.25%	0.31%	0.36%	Q4 2021	Q3 2022	4
VitalStone Financial, LLC	4	4	0.31%	0.43%	0.58%	Q4 2022	Q3 2023	4
WATERS PARKERSON & CO., LLC	4	4	0.02%	0.02%	0.02%	Q3 2014	Q2 2015	4
Holloway Wealth Management, LLC	4	4	0.03%	0.03%	0.03%	Q2 2021	Q1 2022	4
Cassaday & Co Wealth Management LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
AUGUSTINE ASSET MANAGEMENT INC	4	4	0.11%	0.12%	0.14%	Q4 2022	Q3 2023	4
Householder Group Estate & Retirement Specialist, LLC	2	1	0.10%	0.13%	0.18%	Q2 2022	Q3 2023	4
Austin Private Wealth, LLC	4	4	1.39%	1.90%	2.47%	Q4 2019	Q3 2020	4
SkyOak Wealth, LLC	4	4	0.09%	0.12%	0.14%	Q4 2022	Q3 2023	4
Camarda Financial Advisors, LLC	2	1	0.00%	0.02%	0.03%	Q4 2016	Q3 2018	4
NATIXIS	3	1	0.08%	0.13%	0.16%	Q3 2016	Q1 2018	4
J.P. Turner & Co Capital Mnagement, LLC	4	4	0.28%	0.32%	0.34%	Q4 2014	Q3 2015	4
Premia Global Advisors, LLC	3	1	0.11%	0.28%	0.45%	Q4 2017	Q1 2019	4
Redwood Wealth Management Group, LLC	4	4	3.47%	3.78%	4.32%	Q4 2022	Q3 2023	4
FourThought Financial, LLC	4	4	0.00%	0.00%	0.00%	Q1 2021	Q4 2021	4
Mascoma Wealth Management LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Future Financial Wealth Managment LLC	3	1	0.16%	0.19%	0.23%	Q4 2021	Q4 2022	4
Bridgewealth Advisory Group, LLC	4	4	0.69%	1.05%	1.26%	Q4 2022	Q3 2023	4
HTG Investment Advisors, Inc.	4	4	0.34%	0.41%	0.49%	Q4 2022	Q3 2023	4
VESTOR CAPITAL, LLC	4	4	0.01%	0.01%	0.01%	Q3 2022	Q2 2023	4
Frontier Wealth Management LLC	4	4	0.02%	0.03%	0.04%	Q1 2020	Q4 2020	4
Spectrum Financial Alliance Ltd LLC	4	4	0.01%	0.01%	0.01%	Q1 2018	Q4 2018	4
Optiver Holding B.V.	4	4	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Sloy Dahl & Holst, LLC	3	1	0.15%	0.23%	0.36%	Q4 2019	Q4 2020	4
Baring International Investment Ltd	2	2	0.05%	0.10%	0.16%	Q2 2013	Q2 2014	4
Alhambra Investment Management LLC	4	4	0.15%	0.18%	0.19%	Q1 2022	Q4 2022	4
Per Stirling Capital Management, LLC.	4	4	0.12%	0.45%	0.81%	Q4 2022	Q3 2023	4
CHURCHILL MANAGEMENT Corp	4	4	0.42%	0.62%	0.72%	Q1 2019	Q4 2019	4
Better Money Decisions, LLC	3	1	0.08%	0.12%	0.17%	Q1 2021	Q2 2022	4
Hyperion Partners, LLC	4	4	16.06%	16.87%	17.91%	Q4 2022	Q3 2023	4
Wealth Quarterback LLC	2	2	0.01%	0.02%	0.03%	Q4 2019	Q3 2021	4
McGlone Suttner Wealth Management, Inc.	4	4	0.39%	0.46%	0.58%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.05%	0.18%	0.39%	Q4 2022	Q3 2023	4
Navis Wealth Advisors, LLC	4	4	0.56%	0.68%	0.87%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2023	4
Aspen Grove Capital, LLC	4	4	2.03%	2.49%	2.96%	Q4 2022	Q3 2023	4
ZACKS INVESTMENT MANAGEMENT	2	1	0.00%	0.01%	0.01%	Q4 2018	Q3 2023	4
Silicon Valley Capital Partners	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Core Wealth Management, Inc.	4	4	0.16%	0.17%	0.19%	Q4 2022	Q3 2023	4
STAR Financial Bank	4	4	1.41%	1.66%	1.90%	Q4 2022	Q3 2023	4
Blume Capital Management, Inc.	3	1	0.00%	0.01%	0.02%	Q4 2013	Q4 2021	4
Paul John Balson	4	4	0.43%	0.64%	0.92%	Q1 2020	Q4 2020	4
MRA Associates USA LLC	4	4	0.20%	0.42%	0.60%	Q4 2018	Q3 2019	4
Garden State Investment Advisory Services LLC	4	4	1.61%	3.39%	5.41%	Q4 2022	Q3 2023	4
Vontobel Holding Ltd.	4	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	4
Financial Insights, Inc.	2	1	0.10%	0.16%	0.19%	Q2 2021	Q4 2022	4
REBALANCE, LLC	4	4	0.12%	0.12%	0.12%	Q4 2022	Q3 2023	4
Jefferies Group LLC	4	4	0.00%	0.00%	0.01%	Q2 2017	Q1 2018	4
Beacon Bridge Wealth Partners, LLC	4	4	1.35%	1.50%	1.82%	Q4 2022	Q3 2023	4
JACKSON SQUARE CAPITAL, LLC	4	4	0.01%	0.01%	0.02%	Q4 2019	Q3 2020	4
Oxler Private Wealth LLC	2	1	0.05%	0.08%	0.09%	Q4 2020	Q3 2022	4
Farther Finance Advisors, LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Coastal Bridge Advisors, LLC	4	4	0.06%	0.06%	0.07%	Q4 2022	Q3 2023	4
Confluence Wealth Services, Inc.	4	4	0.12%	0.14%	0.16%	Q4 2021	Q3 2022	4
AF Advisors, Inc.	3	1	0.11%	0.14%	0.15%	Q2 2021	Q2 2022	4
NICHOLS & PRATT ADVISERS LLP /MA	2	2	0.01%	0.02%	0.02%	Q4 2021	Q1 2023	4
Index Fund Advisors, Inc.	4	4	0.09%	0.13%	0.21%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.40%	0.42%	0.45%	Q4 2022	Q3 2023	4
Live Oak Investment Partners	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Dakota Wealth Management	2	1	0.03%	0.05%	0.07%	Q2 2021	Q3 2023	4
Tanglewood Legacy Advisors, LLC	4	4	0.13%	0.14%	0.16%	Q4 2022	Q3 2023	4
Grove Bank & Trust	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Beverly Hills Private Wealth, LLC	4	4	0.05%	0.08%	0.10%	Q4 2022	Q3 2023	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.63%	0.87%	1.02%	Q2 2017	Q1 2018	4
Laurel Grove Capital, LLC	4	4	0.52%	0.64%	0.93%	Q2 2013	Q1 2014	4
WBI INVESTMENTS, LLC	1	1	0.01%	0.02%	0.06%	Q2 2015	Q3 2020	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	1.22%	1.30%	1.46%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.11%	0.12%	0.14%	Q4 2022	Q3 2023	4
Wallace Advisory Group, LLC	4	4	0.16%	0.44%	0.54%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
PRELUDE CAPITAL MANAGEMENT, LLC	3	1	0.01%	0.08%	0.28%	Q2 2013	Q3 2022	4
Callan Family Office, LLC	4	4	0.16%	0.18%	0.22%	Q4 2022	Q3 2023	4
AVIANCE CAPITAL MANAGEMENT, LLC	2	1	0.00%	0.41%	1.58%	Q3 2013	Q3 2016	4
Greenfield Savings Bank	2	1	0.14%	0.14%	0.15%	Q2 2022	Q3 2023	4
Tevis Investment Management	4	4	0.09%	0.09%	0.09%	Q4 2021	Q3 2022	4
TIAA CREF TRUST CO FSB/MO	4	4	0.01%	0.01%	0.02%	Q1 2016	Q4 2016	4
MGO ONE SEVEN LLC	2	1	0.01%	0.01%	0.02%	Q4 2017	Q1 2023	4
Fusion Investment Group, LLC	4	4	0.13%	0.15%	0.21%	Q4 2013	Q3 2014	4
Vertex Planning Partners, LLC	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
Ironwood Financial, llc	4	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	4
Wallington Asset Management, LLC	4	4	0.00%	0.00%	0.01%	Q1 2014	Q4 2014	4
BRASADA CAPITAL MANAGEMENT, LP	4	4	0.02%	0.03%	0.03%	Q1 2018	Q4 2018	4
Insight Advisors, LLC/ PA	4	4	0.14%	0.51%	0.83%	Q4 2022	Q3 2023	4
PHILADELPHIA TRUST CO	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Shorepoint Capital Partners LLC	4	4	0.12%	0.74%	1.36%	Q1 2019	Q4 2019	4
NORRIS PERNE & FRENCH LLP/MI	4	4	0.04%	0.04%	0.04%	Q1 2017	Q4 2017	4
ATLAS CAPITAL ADVISORS LLC	4	4	0.00%	0.01%	0.03%	Q1 2022	Q4 2022	4
Luken Investment Analytics, LLC	4	4	0.09%	0.09%	0.10%	Q4 2022	Q3 2023	4
Destiny Capital Corp/CO	3	3	1.11%	1.19%	1.26%	Q4 2022	Q2 2023	3
TOWER TRUST Co	2	1	0.16%	0.20%	0.22%	Q2 2013	Q1 2014	3
FIRST TRUST ADVISORS LP	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
QCI ASSET MANAGEMENT INC/NY	3	3	0.00%	0.00%	0.00%	Q3 2019	Q1 2020	3
LEO BROKERAGE, LLC	2	1	0.05%	0.06%	0.07%	Q1 2022	Q2 2023	3
Independence Trust CO	2	1	0.13%	0.45%	1.10%	Q4 2014	Q1 2017	3
MCDONALD PARTNERS LLC	3	3	0.05%	0.06%	0.06%	Q4 2020	Q2 2021	3
GREAT LAKES ADVISORS, LLC	3	3	0.02%	0.02%	0.02%	Q2 2013	Q4 2013	3
Azimuth Capital Management LLC	2	1	0.57%	0.82%	1.01%	Q3 2015	Q4 2018	3
DIVIDEND ASSETS CAPITAL, LLC	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	3	3	1.54%	3.09%	3.90%	Q4 2019	Q2 2020	3
Financial Gravity Companies, Inc.	2	1	0.10%	0.13%	0.19%	Q4 2017	Q4 2018	3
CAMBRIDGE TRUST CO	2	1	0.00%	0.01%	0.01%	Q4 2021	Q2 2023	3
Madison Scottsdale, LC	3	3	15.57%	16.56%	17.33%	Q2 2013	Q4 2013	3
PALLADIUM PARTNERS LLC	2	1	0.02%	0.02%	0.02%	Q2 2019	Q1 2020	3
Palouse Capital Management, Inc.	2	1	0.07%	0.46%	1.19%	Q4 2014	Q4 2022	3
EXCHANGE TRADED CONCEPTS, LLC	3	3	1.19%	1.47%	1.72%	Q4 2020	Q2 2021	3
McKinley Carter Wealth Services, Inc.	2	1	0.02%	0.02%	0.02%	Q4 2019	Q3 2021	3
Counsel Portfolio Services Inc.	2	1	0.03%	0.04%	0.08%	Q3 2015	Q2 2016	3
Jacobus Wealth Management, Inc.	3	3	0.04%	0.04%	0.04%	Q3 2016	Q1 2017	3
Pinnacle Advisory Group, Inc.	2	1	0.01%	0.04%	0.10%	Q1 2017	Q1 2021	3
Wellington Shields & Co., LLC	3	3	0.15%	0.15%	0.16%	Q4 2015	Q2 2016	3
Karpus Management, Inc.	3	3	0.02%	0.56%	0.89%	Q2 2021	Q4 2021	3
SFMG, LLC	3	3	0.03%	0.03%	0.04%	Q1 2020	Q3 2020	3
Willow Street Advisors LLC	3	3	0.25%	0.26%	0.27%	Q2 2013	Q4 2013	3
FOSTER DYKEMA CABOT & CO INC/MA	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Executive Wealth Management, LLC	3	3	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	3
PIERSHALE FINANCIAL GROUP, INC.	3	3	0.02%	0.03%	0.03%	Q4 2022	Q2 2023	3
Lourd Capital, LLC	2	1	0.02%	0.03%	0.03%	Q4 2017	Q4 2018	3
Waverly Advisors, LLC	2	1	0.01%	0.02%	0.02%	Q3 2013	Q3 2023	3
W.G. Shaheen & Associates DBA Whitney & Co	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
East Coast Asset Management, LLC.	3	3	0.11%	0.13%	0.15%	Q4 2012	Q2 2013	3
SANDLER CAPITAL MANAGEMENT	1	1	1.00%	2.18%	3.54%	Q2 2016	Q1 2019	3
Crosspoint Capital Strategies, LLC	2	1	0.01%	0.31%	0.75%	Q3 2014	Q4 2015	3
Checchi Capital Advisers, LLC	2	1	0.01%	0.03%	0.08%	Q1 2016	Q1 2022	3
VANGUARD GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
SIGNET FINANCIAL MANAGEMENT, LLC	1	1	0.00%	0.15%	0.45%	Q2 2015	Q4 2021	3
CKW FINANCIAL GROUP	3	3	0.00%	0.00%	0.01%	Q2 2021	Q4 2021	3
Strategic Capital Alternatives LLC	2	1	0.01%	0.02%	0.02%	Q3 2014	Q3 2015	3
FormulaFolio Investments, LLC	3	3	0.01%	0.02%	0.03%	Q4 2020	Q2 2021	3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	3	0.01%	0.03%	0.07%	Q1 2023	Q3 2023	3
Trexquant Investment LP	2	1	0.02%	0.05%	0.09%	Q1 2020	Q3 2021	3
Genesis Wealth Advisors, LLC	3	3	0.05%	0.05%	0.05%	Q4 2014	Q2 2015	3
Sharkey, Howes & Javer	3	3	0.02%	0.02%	0.02%	Q3 2018	Q1 2019	3
Performa Ltd (US), LLC	3	3	0.81%	0.88%	0.96%	Q1 2023	Q3 2023	3
20/20 Capital Management, Inc.	3	3	0.88%	1.06%	1.18%	Q4 2020	Q2 2021	3
WESPAC Advisors SoCal, LLC	3	3	0.00%	0.00%	0.01%	Q3 2018	Q1 2019	3
Mosaic Family Wealth, LLC	2	1	0.02%	0.03%	0.03%	Q3 2016	Q2 2018	3
MFA WEALTH ADVISORS, LLC	1	1	0.02%	0.20%	0.30%	Q4 2017	Q2 2020	3
CABANA LLC	1	1	0.00%	0.42%	1.09%	Q1 2018	Q2 2021	3
Centiva Capital, LP	3	3	0.20%	0.22%	0.24%	Q2 2022	Q4 2022	3
Blue Granite Capital, LLC	3	3	0.07%	0.13%	0.17%	Q2 2017	Q4 2017	3
Ahrens Investment Partners LLC	3	3	0.00%	0.01%	0.02%	Q4 2021	Q2 2022	3
Bryn Mawr Capital Management, LLC	2	1	0.02%	0.04%	0.07%	Q2 2022	Q1 2023	3
AlphaCore Capital LLC	2	1	0.00%	0.01%	0.01%	Q1 2020	Q2 2023	3
Affiance Financial, LLC	2	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2022	3
Huber Financial Advisors, LLC	2	1	0.11%	0.17%	0.23%	Q4 2017	Q1 2019	3
Ballew Advisors, Inc	3	3	0.12%	0.15%	0.18%	Q1 2018	Q3 2018	3
Kabarec Financial Advisors, Ltd.	3	3	3.30%	3.63%	4.20%	Q4 2017	Q2 2018	3
Alaska Wealth Advisors	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Winthrop Advisory Group LLC	3	3	0.15%	0.28%	0.40%	Q4 2017	Q2 2018	3
Foundations Investment Advisors, LLC	3	3	1.13%	1.29%	1.38%	Q4 2020	Q2 2021	3
Old North State Trust, LLC	3	3	0.01%	0.01%	0.01%	Q3 2022	Q1 2023	3
Unified Trust Company, N.A.	3	3	1.61%	1.73%	1.85%	Q1 2021	Q3 2021	3
Legacy Capital Wealth Partners, LLC	2	1	0.09%	0.91%	1.39%	Q4 2020	Q3 2023	3
Aspire Private Capital, LLC	3	3	0.05%	0.09%	0.14%	Q4 2018	Q2 2019	3
Bay Harbor Wealth Management, LLC	3	3	0.09%	0.11%	0.14%	Q4 2018	Q2 2019	3
Tolleson Wealth Management, Inc.	3	3	0.15%	0.18%	0.20%	Q4 2018	Q2 2019	3
Clear Creek Financial Management, LLC	3	3	0.13%	0.14%	0.14%	Q2 2019	Q4 2019	3
OPTIONS SOLUTIONS, LLC	3	3	0.61%	0.76%	0.90%	Q1 2023	Q3 2023	3
Professional Financial Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q1 2022	Q3 2022	3
CFM WEALTH PARTNERS LLC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
H&H Retirement Design & Management INC	3	3	0.65%	0.67%	0.70%	Q1 2023	Q3 2023	3
Engrave Wealth Partners LLC	3	3	0.09%	0.11%	0.15%	Q4 2019	Q2 2020	3
Beaumont Capital Management, LLC	2	1	0.52%	0.56%	0.61%	Q3 2021	Q4 2022	3
Cornerstone Planning Group LLC	2	1	0.01%	0.10%	0.27%	Q4 2022	Q3 2023	3
HERITAGE WEALTH MANAGEMENT, LLC	2	1	0.00%	0.02%	0.04%	Q1 2022	Q4 2022	3
Treybourne Wealth Planners, Inc.	3	3	0.16%	0.17%	0.19%	Q4 2020	Q2 2021	3
Novak Financial Planning, LLC	3	3	2.35%	2.50%	2.61%	Q4 2020	Q2 2021	3
CARY STREET PARTNERS ASSET MANAGEMENT LLC	2	1	0.10%	0.10%	0.10%	Q4 2022	Q3 2023	3
PGIM Custom Harvest LLC	3	3	0.01%	0.01%	0.02%	Q4 2022	Q2 2023	3
Coppell Advisory Solutions LLC	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
NewEdge Wealth, LLC	3	3	0.09%	0.10%	0.10%	Q1 2023	Q3 2023	3
Prentice Wealth Management LLC	3	3	0.01%	0.01%	0.02%	Q1 2021	Q3 2021	3
C2C Wealth Management, LLC	2	1	0.03%	0.03%	0.04%	Q4 2021	Q2 2023	3
Strategic Financial Concepts, LLC	3	3	0.07%	0.08%	0.08%	Q1 2023	Q3 2023	3
J Arnold Wealth Management Co	3	3	0.02%	0.02%	0.02%	Q4 2020	Q2 2021	3
Revisor Wealth Management LLC	3	3	0.22%	0.44%	0.66%	Q1 2023	Q3 2023	3
Fifth Third Wealth Advisors LLC	3	3	0.12%	0.15%	0.21%	Q2 2023	Q4 2023	3
Carmel Capital Partners, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
PCG Wealth Advisors, LLC	2	1	0.08%	0.14%	0.17%	Q3 2022	Q2 2023	3
Pinnacle Private Wealth, LLC	3	3	0.06%	0.08%	0.10%	Q4 2021	Q2 2022	3
WEST MICHIGAN ADVISORS, LLC	3	3	0.09%	0.11%	0.12%	Q1 2023	Q3 2023	3
Brown Shipley& Co Ltd	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Momentum Advisors, LLC	3	3	0.55%	0.57%	0.61%	Q2 2022	Q4 2022	3
Centurion Wealth Management LLC	3	3	0.10%	0.11%	0.12%	Q4 2022	Q2 2023	3
Fiduciary Alliance LLC	2	1	0.00%	0.05%	0.08%	Q4 2022	Q3 2023	3
Strategic Investment Solutions, Inc. /IL	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	3	3	0.03%	0.07%	0.11%	Q4 2022	Q2 2023	3
PFG Investments, LLC	3	3	0.14%	0.16%	0.18%	Q1 2023	Q3 2023	3
Resolute Wealth Strategies, LLC	3	3	0.45%	0.51%	0.56%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	0.20%	0.22%	0.24%	Q1 2023	Q3 2023	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Trivant Custom Portfolio Group, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Atomi Financial Group, Inc.	3	3	0.26%	0.29%	0.34%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	3	3	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.05%	0.06%	0.07%	Q1 2023	Q3 2023	3
CABOT WEALTH MANAGEMENT INC	3	3	0.15%	0.21%	0.28%	Q2 2013	Q4 2013	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.42%	1.03%	1.34%	Q4 2021	Q2 2022	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Sand Hill Global Advisors, LLC	3	3	0.03%	0.03%	0.03%	Q1 2017	Q3 2017	3
NORTH AMERICAN MANAGEMENT CORP	3	3	0.04%	0.04%	0.05%	Q1 2015	Q3 2015	3
NAVELLIER & ASSOCIATES INC	2	1	0.03%	0.03%	0.03%	Q4 2015	Q3 2021	3
GODSEY & GIBB, INC	3	3	0.02%	0.03%	0.03%	Q1 2023	Q3 2023	3
VALLEY FORGE ASSET MANAGEMENT, LLC	2	1	0.03%	0.04%	0.05%	Q2 2013	Q1 2014	3
ALERUS FINANCIAL NA	3	3	0.04%	0.04%	0.05%	Q3 2016	Q1 2017	3
Vanguard Personalized Indexing Management, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Portfolio Solutions, LLC	2	2	0.04%	0.04%	0.04%	Q3 2019	Q4 2019	2
Kaizen Financial Strategies	2	2	0.88%	1.18%	1.48%	Q3 2022	Q4 2022	2
Spruce Investment Advisors LLC	2	2	0.58%	0.79%	1.00%	Q2 2013	Q3 2013	2
Signet Investment Advisory Group, Inc.	1	1	0.03%	0.05%	0.06%	Q4 2018	Q4 2020	2
LAZARD ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2022	2
DOLIVER ADVISORS, LP	2	2	0.16%	0.35%	0.54%	Q3 2021	Q4 2021	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.03%	0.03%	0.04%	Q4 2019	Q1 2020	2
Vise Technologies, Inc.	2	2	0.05%	0.06%	0.06%	Q2 2023	Q3 2023	2
Blueshift Asset Management, LLC	2	2	0.03%	0.05%	0.07%	Q2 2020	Q3 2020	2
NOMURA HOLDINGS INC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2016	2
Cynosure Group, LLC	2	2	0.09%	0.09%	0.09%	Q2 2023	Q3 2023	2
Baldrige Asset Management LLC	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
ORG Partners LLC	2	2	0.13%	0.13%	0.13%	Q2 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.08%	0.08%	0.08%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	1.28%	1.32%	1.36%	Q2 2023	Q3 2023	2
Dynamic Technology Lab Private Ltd	1	1	0.02%	0.02%	0.02%	Q3 2022	Q1 2023	2
Alpha Quant Advisors, LLC	2	2	0.07%	0.07%	0.07%	Q4 2018	Q1 2019	2
WEYBOSSET RESEARCH & MANAGEMENT LLC	2	2	0.08%	0.08%	0.08%	Q4 2022	Q1 2023	2
Corundum Trust Company, INC	2	2	1.17%	1.19%	1.20%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.16%	0.23%	0.31%	Q2 2023	Q3 2023	2
Hilltop Partners LLC	2	2	0.17%	0.17%	0.18%	Q2 2023	Q3 2023	2
Meeder Advisory Services, Inc.	2	2	0.07%	0.07%	0.08%	Q2 2023	Q3 2023	2
TRAN CAPITAL MANAGEMENT, L.P.	1	1	0.04%	0.10%	0.16%	Q4 2018	Q4 2019	2
D'Orazio & Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2017	Q4 2017	2
RIA Advisory Group LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
Fiduciary Group LLC	2	2	0.03%	0.03%	0.04%	Q1 2023	Q2 2023	2
AFT, FORSYTH & COMPANY, INC.	2	2	0.01%	0.02%	0.03%	Q2 2013	Q3 2013	2
WFA Asset Management Corp	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Spot Trading L.L.C	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	2
Fortis Capital Advisors, LLC	2	2	0.12%	0.15%	0.18%	Q4 2022	Q1 2023	2
Charles Schwab Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2023	2
STERNE AGEE GROUP, INC.	2	2	0.11%	0.12%	0.12%	Q2 2013	Q3 2013	2
Convergent Wealth Advisors	2	2	0.12%	0.15%	0.18%	Q1 2015	Q2 2015	2
Winchester Group Inc.	2	2	0.29%	0.32%	0.35%	Q2 2013	Q3 2013	2
Scotia Asset Management L.P.	2	2	0.04%	0.04%	0.04%	Q2 2013	Q3 2013	2
MILES CAPITAL, INC.	2	2	0.20%	0.23%	0.26%	Q2 2013	Q3 2013	2
Ellevest, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2021	2
Verus Financial Partners, Inc.	1	1	0.08%	0.08%	0.09%	Q1 2017	Q4 2017	2
Fortitude Advisory Group L.L.C.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Rinet Co LLC	1	1	0.07%	0.09%	0.12%	Q1 2019	Q3 2019	2
CenterStar Asset Management, LLC	1	1	0.00%	0.04%	0.08%	Q3 2019	Q1 2023	2
Strategic Wealth Partners, Ltd.	2	2	0.00%	0.00%	0.00%	Q1 2018	Q2 2018	2
Ipswich Investment Management Co., Inc.	1	1	0.00%	0.01%	0.02%	Q1 2016	Q4 2018	2
RVW Wealth, LLC	2	2	0.02%	0.02%	0.03%	Q4 2021	Q1 2022	2
BBVA USA	2	2	1.02%	1.03%	1.04%	Q2 2021	Q3 2021	2
STRATEGIC WEALTH MANAGEMENT INC	2	2	4.33%	6.06%	7.80%	Q2 2014	Q3 2014	2
OLD MISSION CAPITAL LLC	2	2	0.07%	0.11%	0.16%	Q2 2020	Q3 2020	2
Verition Fund Management LLC	1	1	0.01%	0.01%	0.02%	Q1 2019	Q3 2019	2
SUTTON PLACE INVESTORS LLC	2	2	0.78%	0.90%	1.02%	Q2 2023	Q3 2023	2
Oak Point Wealth Management	2	2	3.24%	3.32%	3.40%	Q4 2017	Q1 2018	2
Welch Group, LLC	1	1	0.02%	0.10%	0.18%	Q2 2017	Q4 2021	2
Portfolio Strategies, Inc.	2	2	0.89%	0.97%	1.05%	Q1 2019	Q2 2019	2
Fortune Financial Advisors, LLC	2	2	0.97%	0.97%	0.97%	Q2 2023	Q3 2023	2
HL FINANCIAL SERVICES LLC	2	2	0.01%	0.01%	0.02%	Q4 2018	Q1 2019	2
LOOMIS SAYLES & CO L P	1	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2016	2
WASHINGTON TRUST BANK	1	1	0.00%	0.02%	0.03%	Q1 2016	Q1 2017	2
Centric Wealth Management	2	2	0.46%	0.48%	0.49%	Q1 2022	Q2 2022	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.04%	0.05%	0.05%	Q2 2022	Q3 2022	2
Ridgewood Investments LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Royal Fund Management, LLC	2	2	0.00%	0.00%	0.01%	Q4 2018	Q1 2019	2
Icon Wealth Advisors, LLC	2	2	0.06%	0.06%	0.06%	Q3 2022	Q4 2022	2
First City Capital Management, Inc.	2	2	0.04%	0.04%	0.05%	Q4 2015	Q1 2016	2
Horizon Investment Services, LLC	2	2	0.21%	0.21%	0.21%	Q1 2014	Q2 2014	2
GEM Asset Management, LLC	2	2	0.35%	0.36%	0.36%	Q2 2023	Q3 2023	2
Doyle Wealth Management	1	1	0.02%	0.02%	0.02%	Q4 2018	Q2 2019	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.07%	0.08%	0.10%	Q2 2013	Q3 2013	2
First Pacific Financial	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Beck Bode, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q2 2021	2
Faithward Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2023	2
Maven Securities LTD	1	1	0.01%	0.03%	0.06%	Q2 2020	Q1 2023	2
Russell Investments Group, Ltd.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.11%	0.12%	0.13%	Q2 2013	Q3 2013	2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	2
MACQUARIE GROUP LTD	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
STANCORP INVESTMENT ADVISERS INC	2	2	1.73%	1.85%	1.97%	Q4 2014	Q1 2015	2
Strategic Wealth Partners Group, LLC	2	2	0.37%	0.87%	1.37%	Q1 2018	Q2 2018	2
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	2	2	0.02%	0.03%	0.03%	Q4 2021	Q1 2022	2
Migdal Insurance & Financial Holdings Ltd.	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
American Financial Network Advisory Services LLC	2	2	0.01%	0.01%	0.01%	Q3 2017	Q4 2017	2
SILVER OAK SECURITIES, INCORPORATED	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2023	2
Jaffetilchin Investment Partners, LLC	2	2	0.59%	0.61%	0.64%	Q3 2019	Q4 2019	2
FWL INVESTMENT MANAGEMENT, LLC	1	1	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	2
Parker Investment Management, LLC	2	2	0.05%	0.09%	0.13%	Q2 2021	Q3 2021	2
BRYN MAWR TRUST Co	2	2	0.02%	0.03%	0.03%	Q2 2023	Q3 2023	2
Wealth Architects, LLC	2	2	0.28%	0.34%	0.40%	Q2 2015	Q3 2015	2
Adams Asset Advisors, LLC	2	2	0.06%	0.06%	0.06%	Q2 2015	Q3 2015	2
RKL Wealth Management LLC	1	1	0.06%	0.10%	0.15%	Q3 2014	Q3 2017	2
Signator Financial Services, Inc.	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.05%	0.05%	0.05%	Q2 2022	Q3 2022	2
Financial Sense Advisors, Inc.	1	1	0.10%	0.17%	0.24%	Q2 2014	Q2 2017	2
Key Client Fiduciary Advisors, LLC	2	2	0.12%	0.16%	0.19%	Q2 2023	Q3 2023	2
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	2	2	0.22%	0.26%	0.29%	Q1 2020	Q2 2020	2
Relative Value Partners, LLC	2	2	0.03%	0.03%	0.03%	Q4 2013	Q1 2014	2
TCG Advisory Services, LLC	2	2	0.12%	0.13%	0.14%	Q4 2020	Q1 2021	2
WEST CHESTER CAPITAL ADVISORS, INC	1	1	0.31%	0.42%	0.54%	Q2 2014	Q4 2014	2
Hartford Financial Management Inc.	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
M. Kulyk & Associates, LLC	1	1	0.06%	0.14%	0.22%	Q1 2021	Q1 2022	2
Field & Main Bank	1	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	2
Advisors Capital Management, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.06%	0.06%	0.06%	Q1 2021	Q2 2021	2
Jane Street Holding, LLC	1	1	0.01%	0.02%	0.04%	Q4 2013	Q4 2013	2
SENTINEL TRUST CO LBA	2	2	0.04%	0.04%	0.05%	Q1 2016	Q2 2016	2
Johnson Midwest Financial, LLC	2	2	0.22%	0.37%	0.53%	Q3 2022	Q4 2022	2
Ascent Group, LLC	2	2	0.27%	0.29%	0.31%	Q3 2022	Q4 2022	2
BIP Wealth, LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Virtus ETF Advisers LLC	2	2	0.17%	0.36%	0.54%	Q4 2016	Q1 2017	2
Procyon Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q1 2020	Q2 2020	2
PEAK FINANCIAL ADVISORS LLC	1	1	0.20%	0.55%	0.89%	Q4 2022	Q2 2023	2
Moss Adams Wealth Advisors LLC	2	2	0.02%	0.03%	0.04%	Q4 2022	Q1 2023	2
Badgley Phelps Wealth Managers, LLC	2	2	0.11%	0.11%	0.12%	Q2 2023	Q3 2023	2
Alliance Wealth Advisors, LLC /UT	2	2	0.17%	0.17%	0.17%	Q4 2022	Q1 2023	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
Alpine Global Management, LLC	1	1	0.09%	0.24%	0.39%	Q3 2017	Q4 2019	2
Circle Wealth Management, LLC	2	2	0.04%	0.05%	0.05%	Q4 2019	Q1 2020	2
LVW Advisors, LLC	1	1	0.11%	0.51%	0.90%	Q4 2014	Q4 2018	2
Enterprise Trust & Investment Co	2	2	0.01%	0.01%	0.01%	Q3 2021	Q4 2021	2
West Tower Group, LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
Nauset Wealth Management. LLC	2	2	0.44%	0.49%	0.53%	Q4 2021	Q1 2022	2
Proficio Capital Partners LLC	2	2	0.81%	0.87%	0.93%	Q3 2022	Q4 2022	2
SG Select LLC	2	2	10.69%	13.22%	15.74%	Q2 2013	Q3 2013	2
TMD & ASSOCIATES, INC	2	2	4.78%	4.82%	4.86%	Q1 2019	Q2 2019	2
Telos Capital Management, Inc.	1	1	0.04%	0.08%	0.12%	Q2 2014	Q4 2022	2
Horizon Wealth Management, LLC	1	1	0.08%	0.10%	0.13%	Q4 2021	Q2 2022	2
StellarOne CORP	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
LOCKERMAN FINANCIAL GROUP, INC.	2	2	0.73%	0.74%	0.75%	Q4 2021	Q1 2022	2
Litman Gregory Wealth Management LLC	1	1	0.00%	0.05%	0.09%	Q4 2013	Q2 2019	2
Scissortail Wealth Management, LLC	1	1	0.88%	0.88%	0.88%	Q4 2021	Q2 2022	2
Goelzer Investment Management, Inc.	1	1	0.02%	0.06%	0.10%	Q1 2019	Q3 2019	2
S.C. Financial Services, Inc.	2	2	0.40%	0.50%	0.59%	Q3 2022	Q4 2022	2
One Charles Private Wealth Services, LLC	2	2	9.42%	9.61%	9.80%	Q4 2019	Q1 2020	2
CERTUITY, LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
CFS Investment Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2022	2
Alpha DNA Investment Management LLC	2	2	0.06%	0.07%	0.09%	Q4 2020	Q1 2021	2
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.05%	0.19%	0.33%	Q1 2017	Q1 2021	2
Golden State Equity Partners	2	2	0.19%	0.19%	0.20%	Q2 2021	Q3 2021	2
Verity Asset Management, Inc.	1	1	0.59%	0.59%	0.59%	Q2 2015	Q2 2015	1
PRIVATE MANAGEMENT GROUP INC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Thor Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
Balentine LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Columbia Asset Management	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
Blackhawk Capital Partners LLC.	1	1	0.30%	0.30%	0.30%	Q1 2020	Q1 2020	1
COMMUNITY BANK SYSTEM, INC.	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Segment Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
Jolley Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
PRING TURNER CAPITAL GROUP INC	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
Capital Wealth Planning, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
RESOURCES MANAGEMENT CORP /CT/ /ADV	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Catalyst Capital Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
GIRARD PARTNERS LTD.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Windsor Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Aviance Capital Partners, LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
NEXT Financial Holdings	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
Visionary Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.13%	0.13%	0.13%	Q1 2016	Q1 2016	1
Crabel Capital Management, LLC	1	1	0.12%	0.12%	0.12%	Q2 2023	Q2 2023	1
EMERSON INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
Paloma Partners Management Co	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
MSF Capital, LLC	1	1	0.05%	0.05%	0.05%	Q1 2015	Q1 2015	1
Advance Capital Management, Inc.	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Mader & Shannon Wealth Management, Inc.	1	1	2.70%	2.70%	2.70%	Q2 2014	Q2 2014	1
New England Investment & Retirement Group, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
NBC SECURITIES, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Itau Unibanco Holding S.A.	1	1	0.04%	0.04%	0.04%	Q3 2016	Q3 2016	1
Day & Ennis, LLC	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
XR Securities LLC	1	1	0.23%	0.23%	0.23%	Q1 2020	Q1 2020	1
Highlander Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Accredited Investors Inc.	1	1	0.11%	0.11%	0.11%	Q2 2018	Q2 2018	1
BHF Kleinwort Benson Group S.A.	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
Main Street Research LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Quantbot Technologies LP	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
SPROTT INC.	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
ETRADE Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
DESTINY CAPITAL SECURITIES CORPORATION	1	1	1.08%	1.08%	1.08%	Q3 2023	Q3 2023	1
Clear Harbor Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Retirement Planning Group, LLC	1	1	0.09%	0.09%	0.09%	Q2 2013	Q2 2013	1
CORRADO ADVISORS, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
DRW Securities, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
FinTrust Investment Advisory Services, LLC	1	1	0.18%	0.18%	0.18%	Q4 2017	Q4 2017	1
Northwest Bancshares, Inc.	1	1	0.05%	0.05%	0.05%	Q2 2021	Q2 2021	1
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
TELEMUS BEACON INVESTMENT Co LLC	1	1	0.34%	0.34%	0.34%	Q2 2013	Q2 2013	1
SANDERS MORRIS HARRIS LLC	1	1	0.11%	0.11%	0.11%	Q1 2016	Q1 2016	1
LEVEL FOUR FINANCIAL, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
TD ASSET MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Grace Capital	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
CEDAR HILL ASSOCIATES, LLC	1	1	0.05%	0.05%	0.05%	Q1 2015	Q1 2015	1
HARVEST CAPITAL MANAGEMENT INC	1	1	0.20%	0.20%	0.20%	Q2 2013	Q2 2013	1
SOCIETE GENERALE	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
Efficient Market Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
BAHL & GAYNOR INC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Leucadia National	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Barnett & Company, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
THOMPSON SIEGEL & WALMSLEY LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
LODESTAR INVESTMENT COUNSEL LLC/IL	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
FIDUCIARY TRUST INTERNATIONAL LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Atlantic Union Bankshares Corp	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
Portfolio Strategies Inc	1	1	0.12%	0.12%	0.12%	Q4 2017	Q4 2017	1
SMITH HAYES Advisers, Inc	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
TODD ASSET MANAGEMENT LLC	1	1	0.11%	0.11%	0.11%	Q4 2019	Q4 2019	1
DAVIS R M INC	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
TDAM USA INC.	1	1	0.04%	0.04%	0.04%	Q3 2013	Q3 2013	1
Point View Wealth Management, Inc.	1	1	0.17%	0.17%	0.17%	Q4 2019	Q4 2019	1
BAINCO INTERNATIONAL INVESTORS	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
Lee Financial Co	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Telemus Investment Management, LLC	1	1	0.24%	0.24%	0.24%	Q2 2013	Q2 2013	1
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1	1	0.21%	0.21%	0.21%	Q2 2020	Q2 2020	1
Cannon Global Investment Management, LLC	1	1	5.15%	5.15%	5.15%	Q1 2021	Q1 2021	1
ELM ADVISORS, LLC	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
Indiana Trust & Investment Management CO	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2014	1
Leith Wheeler Investment Counsel Ltd.	1	1	0.16%	0.16%	0.16%	Q1 2016	Q1 2016	1
LANDAAS & CO /WI /ADV	1	1	0.04%	0.04%	0.04%	Q2 2018	Q2 2018	1
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	1	1	0.03%	0.03%	0.03%	Q2 2013	Q2 2013	1
Sterling Capital Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Altshuler Shaham Ltd	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Stadion Money Management, LLC	1	1	0.91%	0.91%	0.91%	Q4 2014	Q4 2014	1
Saturna Capital CORP	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
WIN ADVISORS, INC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
MWA Asset Management	1	1	0.60%	0.60%	0.60%	Q3 2023	Q3 2023	1
Andrew Hill Investment Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
McElhenny Sheffield Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Delos Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Accurate Wealth Management, LLC	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
Caerus Investment Advisors, LLC	1	1	0.30%	0.30%	0.30%	Q4 2022	Q4 2022	1
Westwood Wealth Management	1	1	0.24%	0.24%	0.24%	Q4 2022	Q4 2022	1
Paradigm, Strategies in Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Fermata Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2021	Q3 2021	1
Guardian Wealth Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Scott & Selber, Inc.	1	1	0.21%	0.21%	0.21%	Q2 2013	Q2 2013	1
WCG Wealth Advisors LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Willis Johnson & Associates, Inc.	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
Valley Brook Capital Group, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Bridge Advisory, LLC	1	1	0.65%	0.65%	0.65%	Q3 2023	Q3 2023	1
Safeguard Investment Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Lynwood Capital Management Inc.	1	1	1.33%	1.33%	1.33%	Q2 2022	Q2 2022	1
Urban Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Oder Investment Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
Tandem Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
B, B, H, & B INC.	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Country Club Trust Company, n.a.	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
ForthRight Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Birchcreek Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Gould Capital, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Disciplined Equity Management, Inc.	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
Pitti Group Wealth Management, LLC	1	1	0.62%	0.62%	0.62%	Q4 2021	Q4 2021	1
FORTE CAPITAL LLC /ADV	1	1	0.07%	0.07%	0.07%	Q1 2017	Q1 2017	1
CATALYST PRIVATE WEALTH, LLC	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
TILIA FIDUCIARY PARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
Retirement Planning Co of New England, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Red Tortoise LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Inspire Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Spotlight Asset Group, Inc.	1	1	0.26%	0.26%	0.26%	Q2 2020	Q2 2020	1
Davidson Capital Management Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Filbrandt Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Altus Wealth Management, LLC	1	1	10.80%	10.80%	10.80%	Q4 2019	Q4 2019	1
Chronos Wealth Management, LLC	1	1	0.30%	0.30%	0.30%	Q4 2019	Q4 2019	1
Great Diamond Partners, LLC	1	1	0.18%	0.18%	0.18%	Q4 2019	Q4 2019	1
Raleigh Capital Management Inc.	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Cedar Mountain Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q4 2019	Q4 2019	1
ICW Investment Advisors LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Fiduciary Planning LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
CXI Advisors	1	1	0.16%	0.16%	0.16%	Q4 2019	Q4 2019	1
Quent Capital, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Osbon Capital Management LLC	1	1	8.06%	8.06%	8.06%	Q2 2019	Q2 2019	1
MARCO INVESTMENT MANAGEMENT LLC	1	1	0.09%	0.09%	0.09%	Q1 2014	Q1 2014	1
Matrix Trust Co	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
PNC Managed Account Solutions, Inc.	1	1	1.91%	1.91%	1.91%	Q2 2021	Q2 2021	1
Arden Trust Co	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
MONOGRAPH WEALTH ADVISORS, LLC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
MBE Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Integrity Financial Corp /WA	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Atwater Malick LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
Inscription Capital, LLC	1	1	0.30%	0.30%	0.30%	Q2 2021	Q2 2021	1
Clarfeld Financial Advisors, LLC	1	1	0.22%	0.22%	0.22%	Q4 2018	Q4 2018	1
Claro Advisors LLC	1	1	0.10%	0.10%	0.10%	Q4 2018	Q4 2018	1
Permit Capital Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q1 2022	Q1 2022	1
Walleye Capital LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Delta Investment Management, LLC	1	1	0.21%	0.21%	0.21%	Q3 2019	Q3 2019	1
TAP Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
LITTLE HOUSE CAPITAL LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Aquire Wealth Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Dash Acquisitions Inc.	1	1	0.12%	0.12%	0.12%	Q2 2021	Q2 2021	1
Windsor Advisory Group, LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Campbell Wealth Management	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
ExodusPoint Capital Management, LP	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Paulson Wealth Management Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Resource Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
AURORA FINANCIAL ADVISORS, LLC	1	1	1.06%	1.06%	1.06%	Q4 2017	Q4 2017	1
Coppell Advisory Solutions Corp.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Santori & Peters, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2017	Q4 2017	1
Rinkey Investments	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Virtue Capital Management, LLC	1	1	0.07%	0.07%	0.07%	Q3 2021	Q3 2021	1
Second Half Financial Partners, LLC	1	1	0.34%	0.34%	0.34%	Q2 2023	Q2 2023	1
CHASE INVESTMENT COUNSEL CORP	1	1	0.29%	0.29%	0.29%	Q3 2019	Q3 2019	1
Tibra Equities Europe Ltd	1	1	15.94%	15.94%	15.94%	Q4 2020	Q4 2020	1
WPWealth LLP	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
THOMPSON INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Landmark Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
GFS Private Wealth, LLC	1	1	0.22%	0.22%	0.22%	Q4 2017	Q4 2017	1
GENWORTH FINANCIAL INC	1	1	0.68%	0.68%	0.68%	Q2 2013	Q2 2013	1
Dynasty Wealth Management, LLC	1	1	0.77%	0.77%	0.77%	Q4 2017	Q4 2017	1
Creative Capital Management Investments LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Shilanski & Associates, Inc.	1	1	0.26%	0.26%	0.26%	Q3 2022	Q3 2022	1
JDM Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Align Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Measured Wealth Private Client Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Jordan Park Group LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Black Swift Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Pinnacle Wealth Advisors	1	1	0.08%	0.08%	0.08%	Q2 2021	Q2 2021	1
Symmetry Partners, LLC	1	1	0.10%	0.10%	0.10%	Q1 2017	Q1 2017	1
Omnia Family Wealth, LLC	1	1	0.17%	0.17%	0.17%	Q4 2022	Q4 2022	1
PERSONAL CFO SOLUTIONS, LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Crescent Capital Consulting, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	1	1	0.12%	0.12%	0.12%	Q1 2021	Q1 2021	1
Arbor Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2018	Q4 2018	1
Kalos Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Grey Fox Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Allegis Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Armbruster Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Mandatum Life Insurance Co Ltd	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Darwin Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q1 2020	Q1 2020	1
OXFORD FINANCIAL GROUP, LTD. LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
GSB Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Avant Capital LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
FFT WEALTH MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Hayden Royal, LLC	1	1	0.18%	0.18%	0.18%	Q4 2018	Q4 2018	1
Moisand Fitzgerald Tamayo, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
REFRAME WEALTH, LLC	1	1	0.26%	0.26%	0.26%	Q4 2022	Q4 2022	1
Paracle Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
RONALD BLUE & CO LLC	1	1	0.02%	0.02%	0.02%	Q3 2015	Q3 2015	1
DOCK STREET ASSET MANAGEMENT INC	1	1	0.22%	0.22%	0.22%	Q2 2013	Q2 2013	1
AQR Capital Management	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
BNP PARIBAS FINANCIAL MARKETS	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
GREENWOOD CAPITAL ASSOCIATES LLC	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
CAPITAL CITY TRUST CO/FL	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Key Bridge Compliance, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
BROWN WEALTH MANAGEMENT, LLC	1	1	0.11%	0.11%	0.11%	Q2 2023	Q2 2023	1
LJI Wealth Management, LLC	1	1	0.15%	0.15%	0.15%	Q4 2022	Q4 2022	1
KPP Advisory Services LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Slocum, Gordon & Co LLP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Sutton Wealth Advisors Inc.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
TradeLink Capital LLC	1	1	10.58%	10.58%	10.58%	Q2 2023	Q2 2023	1
Financial Enhancement Group LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Pointe Capital Management LLC	1	1	5.20%	5.20%	5.20%	Q4 2016	Q4 2016	1
Elgethun Capital Management	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Blue Sky Asset Management, LLC	1	1	1.58%	1.58%	1.58%	Q2 2020	Q2 2020	1
Analyst IMS Investment Management Services Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Lebenthal Holdings,LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Betterment LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Cypress Capital Management LLC (WY)	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Lebenthal Wealth Advisors, LLC	1	1	0.88%	0.88%	0.88%	Q2 2016	Q2 2016	1
AlphaStar Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Mirador Capital Partners LP	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
Towercrest Capital Management	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
OKABENA INVESTMENT SERVICES INC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Capital Planning Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Hillview Capital Advisors, LLC	1	1	0.21%	0.21%	0.21%	Q4 2014	Q4 2014	1
Lighthouse Financial Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
INFRASTRUCTURE CAPITAL ADVISORS, LLC	1	1	0.08%	0.08%	0.08%	Q1 2020	Q1 2020	1
Graticule Asia Macro Advisors LLC	1	1	3.82%	3.82%	3.82%	Q3 2022	Q3 2022	1
S. R. Schill & Associates	1	1	0.82%	0.82%	0.82%	Q2 2019	Q2 2019	1
Blue Edge Capital, LLC	1	1	3.18%	3.18%	3.18%	Q4 2013	Q4 2013	1
Advisors Preferred, LLC	1	1	0.78%	0.78%	0.78%	Q4 2015	Q4 2015	1
BANCORPSOUTH INC	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1

External links

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

This page lists all the filers that currently own SPDR SERIES TRUST or have owned SPDR SERIES TRUST in the past.