• DIA shareholders
• Shareholder history

Current and past SPDR DOW JONES INDL AVRG ETF shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.06%	0.24%	Q1 2012	Q3 2023	130
CITIGROUP INC	42	42	0.01%	0.20%	0.90%	Q2 2013	Q3 2023	126
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.16%	0.49%	Q2 2013	Q3 2023	124
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.06%	0.24%	Q2 2013	Q3 2023	117
Parallax Volatility Advisers, L.P.	42	42	0.00%	0.09%	0.82%	Q2 2013	Q3 2023	115
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.04%	0.20%	Q2 2013	Q3 2023	111
Walleye Trading LLC	42	42	0.00%	0.07%	0.35%	Q2 2013	Q3 2023	109
HSBC HOLDINGS PLC	47	47	0.00%	0.06%	0.31%	Q1 2012	Q3 2023	99
Citadel Advisors	33	5	0.00%	0.10%	0.32%	Q1 2014	Q3 2023	93
BNP PARIBAS FINANCIAL MARKETS	42	42	0.00%	0.17%	0.84%	Q2 2013	Q3 2023	93
Cutler Group LLC / CA	32	32	0.00%	0.25%	2.30%	Q4 2015	Q3 2023	90
UBS Group AG	36	36	0.00%	0.05%	0.22%	Q4 2014	Q3 2023	89
Twin Tree Management, LP	21	1	0.00%	0.38%	3.32%	Q4 2012	Q3 2023	84
JANE STREET GROUP, LLC	37	37	0.00%	0.17%	2.84%	Q3 2014	Q3 2023	84
ROYAL BANK OF CANADA	42	42	0.00%	0.04%	0.17%	Q2 2013	Q3 2023	84
CREDIT SUISSE AG/	43	43	0.00%	0.04%	0.16%	Q1 2013	Q3 2023	84
CAPITAL FUND MANAGEMENT S.A.	19	1	0.00%	0.09%	0.82%	Q4 2013	Q3 2023	82
WOLVERINE TRADING, LLC	12	1	0.00%	0.72%	1.87%	Q2 2016	Q3 2023	77
Jefferies Group LLC	30	7	0.00%	0.11%	1.11%	Q2 2013	Q3 2022	70
Creative Planning	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	67
TWO SIGMA INVESTMENTS, LP	37	1	0.00%	0.14%	0.61%	Q3 2013	Q3 2023	64
HAP Trading, LLC	30	1	0.00%	0.12%	2.39%	Q3 2014	Q3 2023	64
TWO SIGMA SECURITIES, LLC	16	1	0.01%	0.69%	9.50%	Q1 2015	Q3 2023	63
Jump Trading, LLC	22	22	0.00%	0.70%	2.91%	Q3 2013	Q4 2018	59
SNS Financial Group, LLC	43	43	0.00%	2.19%	7.41%	Q1 2013	Q3 2023	58
HUNTINGTON NATIONAL BANK	55	55	0.02%	0.05%	0.11%	Q1 2010	Q3 2023	55
LPL Financial LLC	42	42	0.00%	0.27%	0.65%	Q2 2013	Q3 2023	55
MILLENNIUM MANAGEMENT LLC	23	1	0.00%	0.06%	0.44%	Q1 2014	Q3 2023	51
M&T BANK CORP	42	42	0.00%	0.06%	0.34%	Q2 2013	Q3 2023	50
MUFG Americas Holdings Corp	48	48	0.01%	0.05%	0.16%	Q4 2010	Q3 2022	48
HighTower Advisors, LLC	40	40	0.00%	0.11%	0.32%	Q4 2013	Q3 2023	48
Kingsview Wealth Management, LLC	17	6	0.00%	0.07%	0.34%	Q4 2017	Q3 2023	47
DONALDSON CAPITAL MANAGEMENT, LLC	46	1	0.01%	0.05%	0.10%	Q3 2011	Q2 2023	47
BANK OF MONTREAL /CAN/	39	2	0.00%	0.07%	0.35%	Q2 2013	Q3 2023	46
Kovack Advisors, Inc.	45	45	0.07%	2.18%	15.24%	Q3 2012	Q3 2023	45
Tortoise Investment Management, LLC	44	44	0.00%	1.37%	2.75%	Q4 2012	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.08%	0.15%	Q4 2012	Q3 2023	44
First Horizon Advisors, Inc.	41	3	0.01%	0.15%	0.27%	Q1 2012	Q3 2023	44
COMMERCE BANK	43	43	0.00%	0.01%	0.03%	Q1 2013	Q3 2023	43
Bank of New York Mellon Corp	42	1	0.00%	0.06%	2.50%	Q2 2012	Q3 2023	43
BROWN BROTHERS HARRIMAN & CO	43	43	0.00%	0.00%	0.01%	Q1 2013	Q3 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.07%	0.08%	0.11%	Q1 2013	Q3 2023	43
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.07%	0.24%	Q2 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.06%	0.29%	1.25%	Q1 2013	Q3 2023	43
NORTHERN TRUST CORP	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
CIBC WORLD MARKET INC.	42	42	0.01%	0.05%	0.09%	Q2 2013	Q3 2023	42
FIRST UNITED BANK & TRUST	42	42	0.10%	0.25%	0.50%	Q2 2013	Q3 2023	42
Aull & Monroe Investment Management Corp	42	42	0.42%	0.53%	0.67%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	0.47%	0.61%	0.82%	Q2 2013	Q3 2023	42
Roundview Capital LLC	42	42	0.12%	0.26%	0.73%	Q2 2013	Q3 2023	42
SOL Capital Management CO	42	42	0.10%	0.28%	0.42%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.16%	0.24%	0.30%	Q2 2013	Q3 2023	42
CLIFFORD SWAN INVESTMENT COUNSEL LLC	42	42	0.01%	0.02%	0.02%	Q2 2013	Q3 2023	42
Daiwa Securities Group Inc.	42	42	0.00%	0.04%	0.17%	Q2 2013	Q3 2023	42
Financial Advisory Group	42	42	4.94%	11.82%	22.94%	Q2 2013	Q3 2023	42
BURNS J W & CO INC/NY	42	42	0.07%	0.13%	0.22%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.03%	0.21%	Q2 2013	Q3 2023	42
Tufton Capital Management	42	42	0.31%	0.66%	0.98%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.02%	0.04%	0.05%	Q2 2013	Q3 2023	42
NBT BANK N A /NY	42	42	0.13%	0.27%	0.47%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.11%	0.19%	0.31%	Q2 2013	Q3 2023	42
GHP Investment Advisors, Inc.	42	42	0.16%	0.53%	0.89%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	42
SG Americas Securities, LLC	42	42	0.01%	0.50%	1.34%	Q2 2013	Q3 2023	42
Greenwich Wealth Management LLC	42	42	0.16%	0.43%	0.76%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	42
BIRINYI ASSOCIATES INC	42	42	1.99%	3.03%	4.36%	Q2 2013	Q3 2023	42
BARCLAYS PLC	42	42	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	42
Drexel Morgan & Co.	42	42	0.07%	0.33%	0.50%	Q2 2013	Q3 2023	42
Summit Asset Management, LLC	42	42	1.43%	4.93%	7.81%	Q2 2013	Q3 2023	42
MOTCO	42	42	0.08%	0.11%	0.14%	Q2 2013	Q3 2023	42
GLENMEDE TRUST CO NA	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.01%	0.07%	0.21%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	42
NTV ASSET MANAGEMENT LLC	42	42	0.66%	1.13%	1.82%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.01%	0.01%	0.01%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.07%	0.20%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.22%	0.33%	0.80%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.02%	0.06%	0.18%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.03%	0.05%	0.06%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.04%	0.07%	0.13%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.07%	0.08%	0.10%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.05%	0.24%	Q2 2013	Q3 2023	42
Neuberger Berman Group LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
PINNACLE FINANCIAL PARTNERS INC	42	42	0.04%	0.24%	0.62%	Q2 2013	Q3 2023	42
MOODY LYNN & LIEBERSON, LLC	42	42	0.09%	0.15%	0.24%	Q2 2013	Q3 2023	42
GFS Advisors, LLC	42	42	0.09%	2.26%	4.94%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.03%	0.28%	0.62%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.03%	0.08%	0.22%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.01%	0.31%	4.59%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.32%	0.56%	1.02%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.14%	0.22%	0.34%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.02%	0.05%	0.08%	Q2 2013	Q3 2023	42
Narwhal Capital Management	42	42	0.33%	0.49%	1.65%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.15%	0.33%	0.59%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.06%	0.07%	0.08%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.12%	0.27%	0.58%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.02%	0.04%	0.22%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.01%	0.13%	0.54%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.01%	0.18%	0.55%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	35	6	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	41
Penobscot Investment Management Company, Inc.	30	11	0.05%	0.10%	0.32%	Q2 2013	Q3 2023	41
TD ASSET MANAGEMENT INC	40	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
TELEMUS CAPITAL, LLC	41	41	0.03%	0.06%	0.09%	Q3 2013	Q3 2023	41
Allworth Financial LP	35	6	0.01%	0.09%	0.39%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.02%	0.86%	5.91%	Q3 2013	Q3 2023	41
B. Riley Wealth Advisors, Inc.	40	1	0.01%	0.11%	0.20%	Q2 2013	Q3 2023	41
SEGALL BRYANT & HAMILL, LLC	35	6	0.00%	0.02%	0.08%	Q1 2013	Q2 2023	41
Advisory Services Network, LLC	27	14	0.06%	0.63%	3.93%	Q2 2013	Q3 2023	41
Benin Management CORP	41	41	0.17%	2.01%	4.43%	Q3 2013	Q3 2023	41
BROWN ADVISORY INC	41	41	0.00%	0.01%	0.01%	Q3 2013	Q3 2023	41
Pinnacle Holdings, LLC	40	1	1.10%	3.65%	5.46%	Q2 2013	Q3 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.08%	0.19%	0.28%	Q2 2013	Q3 2023	41
First Heartland Consultants, Inc.	39	2	0.10%	1.05%	3.80%	Q2 2013	Q3 2023	41
HOWE & RUSLING INC	38	3	0.07%	0.56%	1.20%	Q2 2013	Q3 2023	41
PRIO WEALTH LIMITED PARTNERSHIP	28	13	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	41
WEALTHCARE CAPITAL MANAGEMENT LLC	28	13	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	41
CLEAR STREET MARKETS LLC	34	1	0.00%	0.95%	12.65%	Q2 2014	Q1 2023	41
SCHNIEDERS CAPITAL MANAGEMENT LLC	40	40	0.27%	0.51%	0.99%	Q4 2013	Q3 2023	40
MERIDIAN INVESTMENT COUNSEL INC.	40	40	0.21%	0.50%	1.04%	Q4 2013	Q3 2023	40
Court Place Advisors, LLC	40	40	0.16%	0.23%	0.37%	Q4 2013	Q3 2023	40
Sequoia Financial Advisors, LLC	40	40	0.01%	0.10%	0.26%	Q4 2013	Q3 2023	40
Financial Management Professionals, Inc.	31	9	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	40
Vigilant Capital Management, LLC	30	10	0.01%	0.02%	0.06%	Q2 2013	Q2 2023	40
Financial Architects, Inc	36	4	0.12%	0.32%	0.94%	Q2 2013	Q2 2023	40
Capital Advisors, Ltd. LLC	40	40	0.29%	0.36%	0.47%	Q4 2013	Q3 2023	40
Janney Montgomery Scott LLC	29	11	0.01%	0.10%	0.42%	Q3 2013	Q3 2023	40
TRUST CO OF VERMONT	33	1	0.00%	0.00%	0.04%	Q2 2013	Q3 2023	40
APPLETON PARTNERS INC/MA	27	13	0.02%	0.05%	0.08%	Q2 2013	Q4 2023	40
HERITAGE INVESTORS MANAGEMENT CORP	40	40	0.03%	0.10%	0.23%	Q4 2013	Q3 2023	40
PEAK6 Investments LLC	15	1	0.00%	0.03%	0.14%	Q1 2019	Q3 2023	40
SCOTIA CAPITAL INC.	40	40	0.01%	0.01%	0.05%	Q4 2013	Q3 2023	40
Blue Fin Capital, Inc.	40	40	0.06%	0.18%	0.29%	Q4 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	28	5	0.01%	0.03%	0.10%	Q2 2013	Q3 2023	40
INTEGRAL DERIVATIVES, LLC	18	18	0.01%	0.03%	0.18%	Q4 2013	Q1 2018	40
Oakworth Capital, Inc.	40	40	0.01%	0.02%	0.04%	Q4 2013	Q3 2023	40
CITY HOLDING CO	40	40	0.02%	0.05%	0.09%	Q4 2013	Q3 2023	40
Stelac Advisory Services LLC	25	1	0.04%	1.86%	5.91%	Q4 2012	Q3 2023	40
ARKANSAS FINANCIAL GROUP, INC.	40	40	15.84%	22.05%	27.88%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.04%	0.27%	0.69%	Q4 2013	Q3 2023	40
GAMBLE JONES INVESTMENT COUNSEL	39	39	0.10%	0.13%	0.18%	Q2 2013	Q4 2022	39
DEUTSCHE BANK AG\	23	6	0.00%	0.02%	0.18%	Q3 2013	Q3 2023	39
North Star Investment Management Corp.	39	39	0.02%	0.03%	0.04%	Q1 2014	Q3 2023	39
Bridgecreek Investment Management, LLC	27	12	0.04%	0.45%	1.04%	Q2 2013	Q3 2023	39
Hudock, Inc.	38	1	0.01%	0.45%	0.99%	Q2 2013	Q3 2023	39
BANQUE PICTET & CIE SA	33	6	0.01%	0.05%	0.13%	Q4 2013	Q3 2023	39
Paloma Partners Management Co	8	1	0.00%	0.14%	0.59%	Q3 2014	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.01%	0.28%	1.24%	Q2 2013	Q4 2022	39
Capital Investment Advisors, LLC	37	2	0.01%	0.03%	0.04%	Q1 2014	Q4 2023	39
BANK HAPOALIM BM	28	11	0.05%	0.26%	0.56%	Q4 2013	Q3 2023	39
King Wealth Management Group	39	39	0.17%	1.30%	1.73%	Q1 2014	Q3 2023	39
TOCQUEVILLE ASSET MANAGEMENT L.P.	36	1	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	39
CIM, LLC	39	39	0.11%	0.16%	0.20%	Q2 2013	Q4 2022	39
STIFEL FINANCIAL CORP	39	39	0.01%	0.04%	0.06%	Q1 2014	Q3 2023	39
PITTENGER & ANDERSON INC	38	38	0.10%	0.38%	0.60%	Q2 2014	Q3 2023	38
TRUIST FINANCIAL CORP	33	33	0.00%	0.05%	0.17%	Q3 2015	Q3 2023	38
Maryland Capital Management	38	38	0.03%	0.05%	0.10%	Q2 2013	Q3 2022	38
DOWLING & YAHNKE LLC	38	38	0.03%	0.08%	0.12%	Q2 2013	Q3 2022	38
Eagle Capital Management, LLC	17	7	0.29%	4.96%	8.93%	Q4 2013	Q3 2023	38
REGENTATLANTIC CAPITAL LLC	38	38	0.03%	0.05%	0.07%	Q2 2013	Q3 2022	38
COMMUNITY TRUST & INVESTMENT CO	38	38	0.09%	0.11%	0.14%	Q2 2014	Q3 2023	38
MURPHY CAPITAL MANAGEMENT INC	37	37	0.29%	0.93%	1.63%	Q2 2013	Q2 2022	37
SIGNATUREFD, LLC	26	10	0.00%	0.02%	0.04%	Q3 2014	Q3 2023	37
AE Wealth Management LLC	28	28	0.00%	0.18%	0.51%	Q4 2016	Q3 2023	37
Prospera Financial Services Inc	32	1	0.05%	0.34%	1.14%	Q2 2013	Q3 2023	37
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	37
Sigma Planning Corp	36	36	0.01%	0.29%	0.89%	Q4 2014	Q3 2023	37
Kistler-Tiffany Companies, LLC	20	17	0.00%	0.01%	0.04%	Q2 2013	Q2 2023	37
Tower Research Capital LLC (TRC)	23	2	0.00%	0.46%	2.32%	Q3 2013	Q3 2023	37
OLD SECOND NATIONAL BANK OF AURORA	36	36	0.12%	0.15%	0.18%	Q4 2014	Q3 2023	36
Cambridge Advisors Inc.	36	36	0.19%	0.44%	0.64%	Q4 2014	Q3 2023	36
TCI Wealth Advisors, Inc.	28	8	0.01%	0.08%	0.18%	Q1 2014	Q1 2023	36
Neumann Capital Management, LLC	36	36	0.10%	0.15%	0.20%	Q4 2014	Q3 2023	36
Donald L. Hagan, LLC	36	36	0.20%	0.28%	0.36%	Q4 2014	Q3 2023	36
Tradewinds Capital Management, LLC	34	2	0.00%	0.00%	0.03%	Q4 2013	Q1 2023	36
Deane Retirement Strategies, Inc.	36	36	0.00%	0.02%	0.03%	Q4 2014	Q3 2023	36
CHARTIST INC /CA/	15	1	3.70%	17.10%	34.24%	Q2 2013	Q3 2023	36
Analyst IMS Investment Management Services Ltd.	36	36	0.10%	0.73%	5.22%	Q4 2014	Q3 2023	36
Berkshire Money Management, Inc.	28	2	0.05%	11.57%	20.56%	Q1 2013	Q3 2023	36
WADE G W & INC	36	36	0.17%	0.21%	0.28%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.03%	0.05%	0.08%	Q4 2014	Q3 2023	36
SYNOVUS FINANCIAL CORP	36	36	0.01%	0.05%	0.30%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.04%	0.12%	0.22%	Q4 2014	Q3 2023	36
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	36	36	0.02%	0.46%	1.33%	Q4 2014	Q3 2023	36
Carnegie Capital Asset Management, LLC	31	4	0.02%	0.03%	0.05%	Q4 2014	Q3 2023	35
Livingston Group Asset Management CO (operating as Southport Capital Management)	35	35	0.07%	1.16%	1.77%	Q2 2013	Q4 2021	35
Cetera Investment Advisers	26	26	0.00%	0.10%	0.36%	Q2 2017	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	0.10%	0.22%	0.45%	Q2 2013	Q4 2021	35
Compagnie Lombard Odier SCmA	28	7	0.00%	0.02%	0.05%	Q4 2013	Q3 2023	35
ORRSTOWN FINANCIAL SERVICES INC	35	35	0.54%	1.15%	2.44%	Q3 2013	Q1 2022	35
FARMERS & MERCHANTS INVESTMENTS INC	22	13	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	35
Capital Wealth Planning, LLC	23	12	0.11%	0.75%	3.45%	Q4 2014	Q3 2023	35
CPWM, LLC	31	3	0.11%	0.30%	0.61%	Q4 2013	Q3 2022	34
Cornerstone Investment Partners, LLC	34	34	0.01%	0.02%	0.03%	Q2 2013	Q3 2021	34
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	34	34	0.00%	0.01%	0.01%	Q2 2015	Q3 2023	34
VALLEY NATIONAL ADVISERS INC	32	2	0.02%	0.10%	0.65%	Q4 2014	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.02%	0.03%	0.06%	Q2 2015	Q3 2023	34
SignalPoint Asset Management, LLC	25	3	0.11%	0.45%	0.76%	Q4 2013	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.08%	0.15%	0.33%	Q2 2013	Q3 2021	34
CWM, LLC	22	1	0.00%	0.07%	0.64%	Q3 2015	Q3 2023	34
Sheaff Brock Investment Advisors, LLC	32	32	0.02%	0.34%	0.65%	Q4 2015	Q3 2023	34
Psagot Value Holdings Ltd.	34	34	0.05%	0.53%	1.04%	Q2 2013	Q3 2021	34
EDMOND DE ROTHSCHILD HOLDING S.A.	34	34	0.00%	0.03%	0.12%	Q2 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.00%	0.15%	0.30%	Q2 2015	Q3 2023	34
MISSION WEALTH MANAGEMENT, LP	34	34	0.05%	0.10%	0.20%	Q2 2015	Q3 2023	34
Squarepoint Ops LLC	9	1	0.01%	0.14%	0.44%	Q3 2016	Q3 2023	34
Zhang Financial LLC	32	1	0.06%	0.11%	0.14%	Q4 2014	Q3 2023	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.02%	0.03%	0.03%	Q2 2013	Q3 2023	34
HBK Sorce Advisory LLC	30	3	0.04%	0.06%	0.12%	Q4 2013	Q3 2023	33
Partnervest Advisory Services LLC	30	30	0.00%	0.76%	1.43%	Q2 2013	Q3 2020	33
Parkside Financial Bank & Trust	33	33	0.00%	0.01%	0.02%	Q3 2015	Q3 2023	33
Cranbrook Wealth Management, LLC	32	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2022	33
Spot Trading L.L.C	15	15	0.00%	0.04%	0.21%	Q2 2013	Q4 2016	33
Bison Wealth, LLC	32	1	0.13%	0.66%	1.11%	Q2 2015	Q3 2023	33
Versant Capital Management, Inc	33	33	0.01%	0.06%	0.21%	Q4 2015	Q4 2023	33
Raymond James Financial Services Advisors, Inc.	18	1	0.09%	0.17%	0.25%	Q2 2013	Q3 2023	33
Windsor Capital Management, LLC	33	33	0.07%	0.93%	1.40%	Q3 2015	Q3 2023	33
Pinnacle Wealth Management Advisory Group, LLC	33	33	0.75%	1.89%	4.14%	Q3 2015	Q3 2023	33
Plante Moran Financial Advisors, LLC	21	1	0.01%	0.45%	0.94%	Q3 2014	Q3 2023	33
Miracle Mile Advisors, LLC	33	33	0.13%	0.29%	1.06%	Q3 2015	Q3 2023	33
USCA RIA LLC	33	33	0.07%	0.14%	0.26%	Q2 2013	Q2 2021	33
TWO SIGMA ADVISERS, LP	12	1	0.01%	0.13%	0.63%	Q2 2013	Q3 2023	33
Iowa State Bank	32	32	1.20%	1.82%	2.66%	Q4 2015	Q3 2023	32
Harel Insurance Investments & Financial Services Ltd.	32	32	0.00%	0.02%	0.07%	Q4 2015	Q3 2023	32
Asset Dedication, LLC	32	32	0.16%	0.47%	1.02%	Q4 2015	Q3 2023	32
NATIXIS	20	4	0.00%	0.67%	1.82%	Q2 2013	Q3 2023	32
Winch Advisory Services, LLC	31	1	0.02%	0.11%	1.55%	Q3 2014	Q3 2023	32
NORTHSTAR INVESTMENT ADVISORS LLC	27	5	0.18%	0.26%	0.43%	Q2 2013	Q2 2021	32
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	32	32	0.04%	0.08%	0.26%	Q4 2015	Q3 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.11%	1.14%	4.03%	Q2 2013	Q3 2023	32
MARK SHEPTOFF FINANCIAL PLANNING, LLC	32	32	0.01%	0.01%	0.02%	Q4 2015	Q3 2023	32
Endurance Wealth Management, Inc.	32	32	0.00%	0.01%	0.01%	Q2 2015	Q1 2023	32
TORONTO DOMINION BANK	16	1	0.00%	0.01%	0.07%	Q1 2013	Q3 2023	32
THRIVENT FINANCIAL FOR LUTHERANS	19	13	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	32
Mariner, LLC	24	1	0.01%	0.09%	0.36%	Q2 2013	Q3 2023	32
Cutter & CO Brokerage, Inc.	32	32	0.10%	0.32%	0.80%	Q4 2015	Q3 2023	32
People's United Financial, Inc.	17	15	0.00%	0.02%	0.05%	Q2 2013	Q1 2022	32
GREENLEAF TRUST	31	31	0.00%	0.01%	0.01%	Q1 2016	Q3 2023	31
Institute for Wealth Management, LLC.	15	1	0.01%	0.59%	2.26%	Q2 2013	Q3 2023	31
Horrell Capital Management, Inc.	12	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	31
Aldebaran Financial Inc.	25	1	0.16%	0.82%	2.63%	Q4 2013	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.03%	0.05%	0.16%	Q1 2016	Q3 2023	31
Gradient Investments LLC	19	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	31
IFP Advisors, Inc	17	14	0.01%	0.13%	0.33%	Q4 2015	Q3 2023	31
NOMURA HOLDINGS INC	25	1	0.00%	0.34%	3.00%	Q4 2012	Q2 2023	31
REILLY FINANCIAL ADVISORS, LLC	27	4	0.01%	0.02%	0.03%	Q1 2014	Q4 2021	31
Intercontinental Wealth Advisors, LLC	31	31	0.16%	3.63%	6.52%	Q4 2015	Q2 2023	31
SouthState Corp	31	31	0.13%	0.15%	0.17%	Q1 2016	Q3 2023	31
Moisand Fitzgerald Tamayo, LLC	29	2	0.01%	0.11%	0.21%	Q4 2015	Q3 2023	31
First Allied Advisory Services, Inc.	30	30	0.00%	0.15%	0.59%	Q2 2013	Q3 2020	31
Kelman-Lazarov, Inc.	31	31	0.19%	0.53%	0.72%	Q1 2016	Q3 2023	31
ETRADE Capital Management LLC	30	30	0.06%	0.09%	0.15%	Q2 2013	Q3 2020	30
Cornerstone Wealth Management, LLC	25	1	0.00%	0.37%	0.76%	Q1 2016	Q3 2023	30
FIRST FINANCIAL CORP /IN/	30	30	0.03%	0.28%	0.54%	Q2 2016	Q3 2023	30
MARSHALL WACE, LLP	9	1	0.00%	0.06%	0.36%	Q1 2018	Q3 2023	30
Diversified Trust Co	20	1	0.01%	0.25%	0.41%	Q2 2013	Q4 2023	30
L & S Advisors Inc	30	30	0.98%	1.49%	3.97%	Q2 2016	Q3 2023	30
Private Wealth Advisors, Inc.	30	30	0.11%	0.26%	0.74%	Q3 2013	Q4 2020	30
10-15 ASSOCIATES, INC.	30	30	0.12%	0.73%	1.85%	Q2 2013	Q3 2020	30
Dynamic Advisor Solutions LLC	24	1	0.00%	0.59%	2.28%	Q4 2015	Q3 2023	30
NEXT Financial Group, Inc	30	30	0.01%	0.13%	0.26%	Q3 2014	Q4 2021	30
Caprock Group, LLC	29	29	0.04%	0.13%	0.26%	Q3 2016	Q3 2023	29
WEDBUSH SECURITIES INC	27	2	0.03%	0.21%	0.42%	Q4 2014	Q3 2023	29
PATTON ALBERTSON MILLER GROUP, LLC	19	1	0.07%	0.45%	1.81%	Q2 2013	Q3 2023	29
Carlton Hofferkamp & Jenks Wealth Management, LLC	11	1	0.08%	0.30%	0.92%	Q1 2014	Q3 2023	29
D.A. DAVIDSON & CO.	15	14	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	29
Mechanics Bank Trust Department	29	29	1.45%	1.72%	2.06%	Q3 2016	Q3 2023	29
FINANCIAL COUNSELORS INC	13	1	0.01%	0.02%	0.03%	Q4 2014	Q3 2023	29
Arvest Bank Trust Division	29	29	0.17%	0.42%	0.64%	Q3 2014	Q3 2021	29
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.00%	0.20%	0.92%	Q4 2016	Q3 2023	29
Domani Wealth, LLC	29	29	0.07%	0.11%	0.20%	Q1 2016	Q1 2023	29
Pflug Koory, LLC	28	28	0.01%	0.01%	0.01%	Q4 2016	Q3 2023	28
Verity Asset Management, Inc.	21	1	0.28%	3.74%	8.69%	Q4 2014	Q4 2022	28
Peak Asset Management, LLC	28	28	0.11%	0.40%	0.81%	Q4 2016	Q3 2023	28
Meridian Wealth Management, LLC	28	28	0.45%	1.61%	3.79%	Q4 2016	Q3 2023	28
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	28	28	0.01%	0.02%	0.04%	Q4 2016	Q3 2023	28
QCI ASSET MANAGEMENT INC/NY	28	28	0.01%	0.04%	0.13%	Q2 2013	Q1 2020	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.06%	0.12%	0.22%	Q4 2016	Q3 2023	28
AllSquare Wealth Management LLC	28	28	0.08%	0.25%	0.40%	Q4 2016	Q3 2023	28
Global Retirement Partners, LLC	20	7	0.00%	0.07%	0.17%	Q4 2016	Q3 2023	28
OXFORD FINANCIAL GROUP, LTD. LLC	28	28	0.04%	0.14%	0.29%	Q4 2016	Q3 2023	28
INVERNESS COUNSEL LLC /NY/	17	1	0.01%	0.08%	0.30%	Q2 2015	Q3 2022	28
Steward Partners Investment Advisory, LLC	28	28	0.01%	0.25%	0.67%	Q4 2016	Q3 2023	28
BigSur Wealth Management LLC	28	28	1.14%	2.54%	4.42%	Q4 2016	Q3 2023	28
COMMERZBANK AKTIENGESELLSCHAFT /FI	28	28	0.00%	0.19%	1.45%	Q2 2013	Q1 2020	28
BUCKINGHAM STRATEGIC WEALTH, LLC	27	1	0.04%	0.13%	0.27%	Q2 2016	Q3 2023	28
Atria Investments, Inc	28	28	0.03%	0.37%	0.80%	Q4 2016	Q3 2023	28
MIZUHO SECURITIES USA LLC	19	1	0.26%	8.95%	29.09%	Q2 2013	Q3 2021	28
BURNEY CO/	28	28	0.02%	0.02%	0.03%	Q4 2016	Q3 2023	28
SECURITY NATIONAL TRUST CO	27	1	0.01%	0.02%	0.06%	Q2 2013	Q3 2021	28
Ancora Advisors LLC	28	28	0.01%	0.04%	0.52%	Q4 2016	Q3 2023	28
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	14	13	0.05%	0.08%	0.13%	Q4 2014	Q3 2023	27
FIRST NATIONAL BANK SIOUX FALLS	14	1	0.20%	0.34%	0.56%	Q2 2013	Q3 2023	27
Beaumont Financial Partners, LLC	26	1	0.03%	0.05%	0.07%	Q4 2015	Q3 2022	27
CONSOLIDATED CAPITAL MANAGEMENT, LLC	27	27	0.29%	3.94%	19.63%	Q1 2017	Q3 2023	27
MML INVESTORS SERVICES, LLC	27	27	0.07%	0.18%	0.27%	Q1 2017	Q3 2023	27
Conservest Capital Advisors, Inc.	27	27	2.24%	2.77%	4.26%	Q1 2017	Q3 2023	27
Jackson, Grant Investment Advisers, Inc.	25	2	0.01%	0.05%	0.07%	Q4 2015	Q3 2023	27
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	22	5	0.02%	0.30%	0.79%	Q3 2013	Q2 2021	27
MYCIO WEALTH PARTNERS, LLC	27	27	0.07%	0.10%	0.14%	Q2 2013	Q4 2019	27
CHURCHILL MANAGEMENT Corp	13	1	0.01%	5.21%	12.75%	Q2 2013	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.34%	0.46%	0.58%	Q2 2013	Q4 2019	27
Farmers & Merchants Trust Co of Chambersburg PA	27	27	0.06%	0.07%	0.09%	Q4 2016	Q2 2023	27
Essex Financial Services, Inc.	15	1	0.05%	0.11%	0.18%	Q4 2014	Q3 2023	27
CenterStar Asset Management, LLC	7	1	0.00%	0.28%	2.95%	Q1 2018	Q3 2022	27
Pacific Center for Financial Services	24	3	0.13%	0.24%	0.38%	Q4 2016	Q3 2023	27
Arete Wealth Advisors, LLC	27	27	0.08%	0.61%	1.16%	Q1 2017	Q3 2023	27
Ayalon Insurance Comp Ltd.	22	1	0.00%	1.46%	5.04%	Q1 2015	Q1 2023	27
LINCOLN NATIONAL CORP	26	1	0.01%	0.03%	0.06%	Q2 2015	Q3 2023	27
PRELUDE CAPITAL MANAGEMENT, LLC	11	1	0.00%	0.11%	1.64%	Q4 2013	Q3 2023	27
OARSMAN CAPITAL, INC.	14	13	0.18%	0.29%	0.55%	Q2 2013	Q1 2020	27
Parsec Financial Management, Inc.	27	27	0.02%	0.03%	0.04%	Q3 2016	Q1 2023	27
Concert Wealth Management Inc.	17	17	0.00%	0.08%	0.41%	Q2 2013	Q2 2017	27
Capital Analysts, LLC	14	13	0.00%	0.02%	0.09%	Q4 2016	Q3 2023	27
FIRST INTERSTATE BANK	22	5	0.00%	0.06%	0.12%	Q3 2015	Q2 2022	27
Joel Isaacson & Co., LLC	24	2	0.01%	0.09%	0.20%	Q4 2013	Q3 2023	26
Ipswich Investment Management Co., Inc.	14	1	0.08%	0.09%	0.10%	Q1 2016	Q3 2023	26
Sunbelt Securities, Inc.	25	1	0.02%	0.40%	0.68%	Q4 2016	Q3 2023	26
FIRST MIDWEST BANK TRUST DIVISION	22	4	0.03%	0.05%	0.21%	Q4 2013	Q4 2021	26
Keeley-Teton Advisors, LLC	17	9	0.01%	0.03%	0.05%	Q1 2017	Q3 2023	26
Founders Capital Management	13	13	0.20%	0.31%	0.47%	Q1 2017	Q4 2023	26
SUNTRUST BANKS INC	26	26	0.03%	0.11%	0.24%	Q2 2013	Q3 2019	26
Sage Capital Advisors,llc	26	26	0.19%	0.25%	0.33%	Q2 2017	Q3 2023	26
SOUTH TEXAS MONEY MANAGEMENT LTD	26	26	0.04%	0.28%	0.35%	Q2 2013	Q3 2019	26
Mirae Asset Global Investments Co., Ltd.	11	1	0.01%	0.33%	2.68%	Q1 2010	Q3 2023	26
Madden Advisory Services, Inc.	26	26	0.16%	0.98%	1.49%	Q4 2013	Q1 2020	26
Edgestream Partners, L.P.	6	1	0.04%	1.94%	8.74%	Q4 2013	Q3 2023	26
Apriem Advisors	11	5	0.08%	0.21%	0.35%	Q2 2013	Q3 2023	26
Busey Bank	25	1	0.01%	0.03%	0.05%	Q4 2015	Q4 2022	26
Simplicity Solutions, LLC	9	1	0.01%	0.40%	7.13%	Q4 2014	Q3 2023	26
BOKF, NA	15	1	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	25
ALLIANCEBERNSTEIN L.P.	24	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2023	25
NWAM LLC	19	1	0.01%	0.16%	0.43%	Q2 2016	Q3 2023	25
Pictet North America Advisors SA	19	6	0.03%	0.07%	0.10%	Q4 2015	Q2 2023	25
STEPHENS INC /AR/	22	3	0.20%	0.38%	0.60%	Q2 2013	Q3 2023	25
Wealthcare Advisory Partners LLC	25	25	0.01%	0.06%	0.12%	Q3 2017	Q3 2023	25
Good Life Advisors, LLC	25	25	0.08%	0.18%	0.58%	Q3 2017	Q3 2023	25
TOMPKINS FINANCIAL CORP	14	1	0.01%	0.06%	0.14%	Q2 2013	Q4 2023	25
Mitsubishi UFJ Trust & Banking Corp	25	25	0.02%	0.03%	0.06%	Q2 2013	Q2 2019	25
Jaffetilchin Investment Partners, LLC	14	5	0.07%	0.33%	1.12%	Q4 2014	Q3 2023	25
Fiera Capital Corp	17	2	0.00%	0.00%	0.01%	Q4 2013	Q4 2020	25
GAM Holding AG	25	25	0.04%	0.24%	0.61%	Q3 2013	Q3 2019	25
Burt Wealth Advisors	25	25	0.04%	0.08%	0.12%	Q4 2014	Q4 2020	25
Moors & Cabot, Inc.	25	25	0.04%	0.06%	0.09%	Q3 2017	Q3 2023	25
SeaCrest Wealth Management, LLC	24	24	0.06%	0.09%	0.15%	Q4 2017	Q3 2023	24
All Terrain Financial Advisors, LLC	24	24	2.06%	3.48%	4.98%	Q4 2017	Q3 2023	24
Edge Wealth Management LLC	11	2	0.00%	0.01%	0.04%	Q2 2013	Q4 2021	24
Carroll Financial Associates, Inc.	13	1	0.00%	0.01%	0.02%	Q2 2013	Q4 2021	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.30%	0.65%	0.77%	Q4 2017	Q3 2023	24
High Falls Advisors, Inc	12	1	0.06%	0.19%	0.37%	Q4 2015	Q2 2022	24
Financial Advocates Investment Management	24	24	0.03%	0.18%	0.44%	Q4 2017	Q3 2023	24
EP Wealth Advisors, LLC	13	11	0.01%	0.06%	0.14%	Q1 2016	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.19%	0.74%	1.79%	Q4 2017	Q3 2023	24
Pegasus Asset Management, Inc.	24	24	0.35%	0.55%	0.89%	Q4 2017	Q3 2023	24
IFG Advisory, LLC	24	24	0.29%	0.80%	1.11%	Q4 2017	Q3 2023	24
Snowden Capital Advisors LLC	15	8	0.04%	0.20%	0.37%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.17%	0.19%	0.23%	Q4 2017	Q3 2023	24
Private Capital Management, LLC	7	1	0.01%	0.10%	0.78%	Q3 2018	Q3 2023	24
CIBC Private Wealth Group, LLC	13	11	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	24
UNITED BANK	24	24	0.08%	0.09%	0.12%	Q4 2017	Q3 2023	24
FIRST NATIONAL BANK OF OMAHA	14	3	0.01%	0.02%	0.04%	Q3 2014	Q3 2023	24
Successful Portfolios LLC	24	24	0.20%	0.26%	0.34%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.13%	0.24%	0.49%	Q4 2017	Q3 2023	24
BALYASNY ASSET MANAGEMENT L.P.	7	1	0.00%	0.06%	0.40%	Q2 2014	Q3 2023	24
FIRST MANHATTAN CO. LLC.	19	5	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	24
HANCOCK WHITNEY CORP	24	24	0.01%	0.02%	0.04%	Q4 2017	Q3 2023	24
CARRET ASSET MANAGEMENT, LLC	24	24	0.04%	0.04%	0.05%	Q4 2017	Q3 2023	24
WILLIAMS JONES & ASSOCIATES LLC	14	10	0.04%	0.34%	1.14%	Q2 2013	Q2 2019	24
McIlrath & Eck, LLC	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
BANK OF NOVA SCOTIA	18	1	0.00%	0.01%	0.02%	Q1 2013	Q4 2022	24
BOYS ARNOLD & CO INC	16	8	0.08%	0.25%	0.42%	Q1 2014	Q1 2020	24
DAVENPORT & Co LLC	22	1	0.00%	0.01%	0.02%	Q3 2014	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.11%	0.47%	1.32%	Q4 2017	Q3 2023	24
PEAPACK GLADSTONE FINANCIAL CORP	24	24	0.01%	0.04%	0.13%	Q4 2017	Q3 2023	24
Capital Planning Advisors, LLC	24	24	0.06%	0.83%	4.07%	Q4 2014	Q3 2020	24
Parallel Advisors, LLC	21	3	0.00%	0.02%	0.09%	Q4 2016	Q3 2023	24
Jacobi Capital Management LLC	24	24	0.02%	0.05%	0.08%	Q4 2017	Q3 2023	24
Paulson Wealth Management Inc.	24	24	0.23%	0.43%	0.88%	Q4 2017	Q3 2023	24
MGO ONE SEVEN LLC	21	2	0.03%	0.11%	0.20%	Q4 2017	Q3 2023	23
GABLES CAPITAL MANAGEMENT INC.	23	23	0.19%	0.23%	0.28%	Q1 2018	Q3 2023	23
Rehmann Capital Advisory Group	15	1	0.05%	0.10%	0.18%	Q3 2012	Q1 2020	23
USA FINANCIAL FORMULAS	20	3	0.00%	0.31%	0.88%	Q4 2017	Q3 2023	23
Bernicke Wealth Management, Ltd.	23	23	0.53%	1.16%	2.69%	Q4 2014	Q2 2020	23
Select Asset Management & Trust	12	11	2.03%	9.36%	25.80%	Q4 2013	Q3 2023	23
Doyle Wealth Management	23	23	0.04%	0.06%	0.07%	Q1 2017	Q3 2022	23
FDx Advisors, Inc.	12	1	0.01%	0.03%	0.10%	Q1 2015	Q2 2023	23
Rockefeller Capital Management L.P.	23	23	0.09%	0.16%	0.20%	Q1 2018	Q3 2023	23
Advanced Asset Management Advisors Inc	20	3	0.14%	0.35%	0.66%	Q4 2017	Q3 2023	23
COLDSTREAM CAPITAL MANAGEMENT INC	18	1	0.01%	0.04%	0.08%	Q4 2016	Q3 2023	23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	23	23	0.02%	0.05%	0.13%	Q1 2018	Q3 2023	23
Voya Financial Advisors, Inc.	22	1	0.05%	0.24%	0.53%	Q1 2015	Q1 2021	23
IHT Wealth Management, LLC	14	3	0.00%	0.19%	1.35%	Q1 2017	Q3 2023	23
Legacy Advisors, LLC	23	23	0.16%	0.38%	0.61%	Q4 2016	Q2 2022	23
PARAMETRIC PORTFOLIO ASSOCIATES LLC	23	23	0.00%	0.00%	0.01%	Q3 2016	Q1 2022	23
Hilltop Holdings Inc.	6	1	0.04%	0.27%	1.00%	Q3 2013	Q3 2023	23
Crewe Advisors LLC	23	23	0.04%	0.08%	0.19%	Q1 2018	Q3 2023	23
Brookstone Capital Management	20	1	0.00%	0.24%	1.88%	Q2 2015	Q3 2023	23
Cerity Partners LLC	23	23	0.02%	0.07%	0.14%	Q1 2018	Q3 2023	23
MERIDIAN MANAGEMENT CO	14	9	0.09%	0.19%	0.55%	Q4 2017	Q3 2023	23
FRANKLIN RESOURCES INC	10	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	23
Lido Advisors, LLC	14	1	0.00%	0.02%	0.05%	Q4 2017	Q3 2023	23
PIERSHALE FINANCIAL GROUP, INC.	10	1	0.01%	11.46%	25.06%	Q4 2014	Q2 2023	23
AdvisorNet Financial, Inc	22	1	0.00%	0.09%	0.31%	Q4 2017	Q3 2023	23
Horan Securities, Inc.	9	6	0.00%	0.00%	0.01%	Q3 2017	Q2 2023	22
Sumitomo Mitsui Trust Holdings, Inc.	18	4	0.00%	0.00%	0.01%	Q3 2014	Q1 2020	22
WBH ADVISORY INC	19	3	0.08%	0.10%	0.16%	Q1 2018	Q3 2023	22
Bogart Wealth, LLC	22	22	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	22
Keystone Financial Group	20	2	0.36%	0.67%	1.07%	Q1 2018	Q3 2023	22
Ballentine Partners, LLC	13	9	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	22
Paradigm Financial Advisors, LLC	22	22	0.09%	0.17%	0.34%	Q1 2014	Q2 2019	22
Personal Capital Advisors Corp	21	1	0.00%	0.00%	0.02%	Q2 2017	Q4 2022	22
CITIZENS & NORTHERN CORP	18	4	0.11%	0.31%	0.38%	Q1 2018	Q3 2023	22
Regal Investment Advisors LLC	10	1	0.01%	0.07%	0.42%	Q2 2013	Q3 2023	22
Nadler Financial Group, Inc.	22	22	0.10%	0.20%	0.62%	Q2 2013	Q3 2018	22
NewEdge Advisors, LLC	16	6	0.01%	0.04%	0.14%	Q1 2018	Q3 2023	22
BB&T SECURITIES, LLC	16	6	0.01%	0.12%	0.52%	Q1 2014	Q3 2019	22
COLONY GROUP LLC	14	2	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	22
HCR Wealth Advisors	19	1	0.05%	0.13%	0.28%	Q4 2016	Q3 2023	22
MERITAGE PORTFOLIO MANAGEMENT	13	9	0.03%	0.05%	0.06%	Q1 2017	Q3 2023	22
Vishria Bird Financial Group, LLC	22	22	0.27%	1.94%	5.44%	Q2 2018	Q3 2023	22
Sowell Financial Services LLC	10	1	0.09%	0.39%	0.95%	Q4 2016	Q3 2023	22
Alpha Cubed Investments, LLC	21	21	0.00%	0.03%	0.05%	Q3 2018	Q3 2023	22
Eldridge Investment Advisors, Inc.	19	3	0.12%	0.15%	0.19%	Q1 2018	Q3 2023	22
Capital Advisory Group Advisory Services, LLC	21	1	1.09%	2.62%	4.35%	Q1 2018	Q3 2023	22
TCTC Holdings, LLC	22	22	0.01%	0.02%	0.02%	Q2 2018	Q3 2023	22
J. Goldman & Co LP	10	1	0.02%	0.28%	2.45%	Q1 2014	Q3 2023	22
Covington Capital Management	21	21	0.00%	0.02%	0.04%	Q3 2017	Q3 2022	21
Pinnacle Bancorp, Inc.	20	1	0.03%	0.04%	0.10%	Q1 2017	Q3 2023	21
PFG Advisors	21	21	0.04%	0.17%	0.48%	Q3 2018	Q3 2023	21
Starfire Investment Advisers, Inc.	11	10	1.88%	2.51%	3.23%	Q1 2015	Q2 2020	21
MEITAV INVESTMENT HOUSE LTD	11	10	0.01%	0.14%	0.34%	Q2 2018	Q3 2023	21
TAIYO LIFE INSURANCE CO	21	21	1.04%	6.03%	21.93%	Q3 2018	Q3 2023	21
Ledyard National Bank	21	21	0.00%	0.00%	0.01%	Q4 2013	Q4 2018	21
Larson Financial Group LLC	20	20	0.00%	0.03%	0.09%	Q4 2018	Q3 2023	21
Belpointe Asset Management LLC	13	1	0.04%	0.19%	0.40%	Q4 2017	Q3 2023	21
Heritage Wealth Advisors	21	21	0.01%	0.01%	0.02%	Q3 2018	Q3 2023	21
OPTIMUM INVESTMENT ADVISORS	14	7	0.00%	0.01%	0.04%	Q3 2013	Q2 2021	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.04%	0.07%	0.14%	Q3 2018	Q3 2023	21
WASHINGTON TRUST BANK	21	21	0.01%	0.01%	0.02%	Q1 2014	Q1 2019	21
TRUSTCORE FINANCIAL SERVICES, LLC	21	21	0.01%	0.08%	0.16%	Q4 2017	Q4 2022	21
Valmark Advisers, Inc.	12	4	0.00%	0.01%	0.03%	Q2 2015	Q3 2023	21
GenWealth Group, Inc.	8	2	4.13%	5.08%	8.44%	Q2 2017	Q3 2023	21
AlphaStar Capital Management, LLC	10	3	0.08%	0.39%	1.18%	Q3 2017	Q2 2023	21
Freedom Investment Management, Inc.	20	1	0.04%	0.16%	0.63%	Q1 2013	Q1 2019	21
Laird Norton Wetherby Wealth Management, LLC	14	7	0.02%	0.05%	0.06%	Q3 2017	Q3 2023	21
Cresset Asset Management, LLC	20	20	0.01%	0.05%	0.26%	Q4 2018	Q3 2023	21
FAGAN ASSOCIATES, INC.	21	21	0.14%	0.21%	0.35%	Q3 2018	Q3 2023	21
NOTTINGHAM ADVISORS, INC.	21	21	0.02%	0.05%	0.08%	Q3 2018	Q3 2023	21
Abbrea Capital, LLC	11	10	0.05%	0.07%	0.10%	Q1 2018	Q3 2023	21
NORRIS PERNE & FRENCH LLP/MI	19	1	0.02%	0.14%	0.25%	Q1 2014	Q4 2022	20
MANUFACTURERS LIFE INSURANCE COMPANY, THE	15	1	0.00%	0.05%	0.22%	Q2 2016	Q3 2023	20
THOROUGHBRED FINANCIAL SERVICES, LLC	20	20	0.44%	0.87%	1.37%	Q4 2018	Q3 2023	20
Bank Pictet & Cie (Europe) AG	14	6	0.03%	0.12%	0.34%	Q4 2013	Q4 2018	20
HOLDERNESS INVESTMENTS CO	12	1	0.08%	0.13%	0.27%	Q1 2017	Q3 2023	20
CREDIT AGRICOLE S A	11	1	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	20
OLD NATIONAL BANCORP /IN/	12	1	0.01%	0.19%	0.51%	Q1 2015	Q3 2023	20
GOFEN & GLOSSBERG LLC /IL/	20	20	0.01%	0.01%	0.02%	Q1 2018	Q4 2022	20
Veritable, L.P.	10	2	0.00%	0.02%	0.05%	Q4 2012	Q2 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.03%	0.15%	0.21%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.51%	0.82%	1.24%	Q4 2017	Q3 2022	20
Archer Investment Corp	20	20	0.00%	0.02%	0.05%	Q4 2018	Q3 2023	20
SteelPeak Wealth, LLC	16	16	0.01%	0.60%	1.95%	Q4 2019	Q3 2023	20
TIEDEMANN ADVISORS, LLC	15	5	0.01%	0.02%	0.02%	Q3 2018	Q3 2023	20
SIMPLEX TRADING, LLC	7	1	0.00%	0.16%	1.20%	Q3 2015	Q3 2023	20
GREAT VALLEY ADVISOR GROUP, INC.	20	20	0.08%	0.21%	0.68%	Q4 2018	Q3 2023	20
GYL FINANCIAL SYNERGIES, LLC	20	20	0.07%	0.31%	0.51%	Q4 2018	Q3 2023	20
Traverso Chambers Private Wealth Management, LLC	20	20	0.09%	0.12%	0.16%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.59%	1.17%	1.93%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.00%	0.12%	0.19%	Q4 2018	Q3 2023	20
GARRISON POINT ADVISORS, LLC	20	20	0.46%	0.53%	0.59%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.14%	0.31%	0.54%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.17%	0.21%	0.25%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	0.26%	0.42%	0.82%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.34%	0.42%	0.50%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.01%	0.01%	0.01%	Q4 2018	Q3 2023	20
FineMark National Bank & Trust	15	2	0.01%	0.04%	0.16%	Q2 2013	Q3 2020	20
National Mutual Insurance Federation of Agricultural Cooperatives	20	20	1.43%	6.86%	14.85%	Q2 2013	Q1 2018	20
Campbell Wealth Management	20	20	1.82%	2.74%	5.12%	Q4 2018	Q3 2023	20
Wealth Alliance Advisory Group, LLC	20	20	0.11%	0.48%	0.70%	Q4 2017	Q3 2022	20
NewSquare Capital LLC	20	20	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	20
F3Logic, LLC	20	20	0.01%	0.08%	0.38%	Q1 2018	Q4 2022	20
Advisory Alpha, LLC	20	20	0.08%	0.30%	1.05%	Q4 2018	Q3 2023	20
WealthShield Partners, LLC	9	1	0.05%	0.09%	0.16%	Q4 2017	Q3 2023	20
Valeo Financial Advisors, LLC	15	5	0.00%	0.01%	0.04%	Q3 2017	Q3 2023	20
Harvest Investment Services, LLC	20	20	0.22%	2.04%	5.18%	Q4 2018	Q3 2023	20
Formidable Asset Management, LLC	11	2	0.01%	0.08%	0.37%	Q3 2013	Q2 2023	20
Stratos Wealth Advisors, LLC	20	20	0.17%	0.39%	0.58%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	2.04%	3.11%	3.80%	Q4 2013	Q3 2018	20
B. Riley Wealth Management, Inc.	16	1	0.01%	0.56%	1.43%	Q4 2014	Q2 2022	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.08%	0.14%	0.20%	Q2 2016	Q1 2021	20
Pettinga Financial Advisors LLC	20	20	0.99%	1.57%	2.60%	Q4 2018	Q3 2023	20
Mutual Advisors, LLC	9	4	0.02%	0.27%	0.90%	Q2 2018	Q3 2023	20
Wealthspire Advisors, LLC	20	20	0.04%	0.07%	0.14%	Q4 2018	Q3 2023	20
MONETA GROUP INVESTMENT ADVISORS LLC	17	2	0.00%	0.09%	0.17%	Q2 2018	Q3 2023	19
EVERMAY WEALTH MANAGEMENT LLC	14	1	0.05%	0.06%	0.07%	Q3 2018	Q3 2023	19
INVESTMENT MANAGEMENT OF VIRGINIA LLC	18	1	0.05%	3.13%	6.11%	Q4 2017	Q1 2023	19
Point72 Hong Kong Ltd	8	8	0.03%	0.31%	0.67%	Q4 2020	Q3 2022	19
Integrated Wealth Concepts LLC	18	1	0.03%	0.36%	0.61%	Q3 2018	Q3 2023	19
WASHINGTON CAPITAL MANAGEMENT, INC	9	3	0.68%	4.66%	5.98%	Q3 2017	Q3 2023	19
Evensky & Katz LLC	19	19	0.02%	0.03%	0.04%	Q1 2019	Q3 2023	19
TSFG, LLC	19	19	0.00%	0.01%	0.01%	Q1 2019	Q3 2023	19
WEALTHSOURCE PARTNERS, LLC	7	1	0.02%	0.08%	0.21%	Q4 2016	Q1 2023	19
OneDigital Investment Advisors LLC	10	4	0.01%	0.03%	0.11%	Q2 2017	Q3 2023	19
CALTON & ASSOCIATES, INC.	18	1	0.06%	0.18%	0.40%	Q4 2017	Q4 2022	19
Claro Advisors LLC	15	4	0.11%	0.26%	0.40%	Q4 2018	Q3 2023	19
ROCKEFELLER FINANCIAL SERVICES INC	19	19	0.16%	0.18%	0.21%	Q2 2013	Q4 2017	19
InterOcean Capital, LLC	18	1	0.04%	0.09%	0.21%	Q3 2015	Q2 2020	19
Virtu KCG Holdings LLC	16	16	0.01%	0.22%	1.32%	Q3 2013	Q2 2017	19
Windham Capital Management, LLC	19	19	0.04%	0.08%	0.15%	Q1 2019	Q3 2023	19
CREATIVE FINANCIAL DESIGNS INC /ADV	18	1	0.00%	0.01%	0.02%	Q1 2017	Q3 2023	19
CERTUITY, LLC	16	16	0.01%	0.17%	0.35%	Q4 2019	Q3 2023	19
LexAurum Advisors, LLC	15	1	0.23%	0.61%	1.59%	Q4 2017	Q3 2023	19
Pinnacle Family Advisors, LLC	8	1	0.58%	4.11%	8.01%	Q4 2016	Q3 2023	19
Western Wealth Management, LLC	11	8	0.10%	0.24%	0.36%	Q4 2018	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.01%	0.02%	0.03%	Q1 2019	Q3 2023	19
RFG Advisory, LLC	19	19	0.05%	0.18%	0.68%	Q1 2019	Q3 2023	19
Barrett Asset Management, LLC	19	19	0.00%	0.00%	0.00%	Q2 2017	Q4 2021	19
First PREMIER Bank	19	19	0.15%	0.26%	0.34%	Q1 2019	Q3 2023	19
FMA ADVISORY INC	15	1	0.17%	0.28%	0.37%	Q2 2013	Q1 2021	19
MARINER INDEPENDENT ADVISOR NETWORK, LLC	9	2	0.11%	0.58%	1.61%	Q2 2014	Q3 2022	19
ADVANTAGE INVESTMENT MANAGEMENT, LLC	19	19	0.00%	0.64%	3.30%	Q4 2014	Q2 2019	19
Diversified Portfolios, Inc.	14	1	0.05%	0.09%	0.12%	Q4 2017	Q3 2023	19
Weaver Consulting Group	19	19	0.07%	0.22%	0.31%	Q1 2019	Q3 2023	19
FinTrust Capital Advisors, LLC	15	4	0.01%	0.04%	0.05%	Q4 2018	Q3 2023	19
SRS Capital Advisors, Inc.	10	2	0.02%	0.02%	0.04%	Q3 2018	Q3 2023	19
HALL CAPITAL MANAGEMENT CO INC	10	1	0.14%	0.17%	0.19%	Q4 2017	Q3 2023	19
StoneX Group Inc.	19	19	0.18%	0.81%	1.54%	Q2 2017	Q4 2021	19
NATIONAL PLANNING CORP	19	19	0.27%	0.88%	2.79%	Q2 2013	Q4 2017	19
1834 INVESTMENT ADVISORS CO	19	19	0.00%	0.01%	0.01%	Q4 2017	Q2 2022	19
Castle Rock Wealth Management, LLC	12	3	0.28%	0.53%	1.09%	Q4 2017	Q3 2023	19
Armbruster Capital Management, Inc.	18	1	0.08%	0.67%	1.44%	Q3 2018	Q3 2023	19
Private Capital Group, LLC	19	19	0.01%	0.02%	0.02%	Q4 2017	Q2 2022	19
Ahrens Investment Partners LLC	14	1	0.02%	0.12%	0.19%	Q4 2016	Q1 2023	18
Semmax Financial Advisors Inc.	17	1	0.00%	0.03%	0.28%	Q4 2018	Q3 2023	18
Catamount Wealth Management	18	18	0.01%	1.27%	3.65%	Q4 2014	Q1 2019	18
FLPUTNAM INVESTMENT MANAGEMENT CO	18	18	0.01%	0.04%	0.05%	Q2 2019	Q3 2023	18
Kovitz Investment Group Partners, LLC	18	18	0.01%	0.02%	0.04%	Q4 2018	Q1 2023	18
Savant Capital, LLC	18	18	0.01%	0.04%	0.10%	Q2 2019	Q3 2023	18
McAdam, LLC	15	3	0.01%	0.05%	0.10%	Q1 2018	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.01%	0.02%	Q2 2019	Q3 2023	18
Concorde Asset Management, LLC	8	1	0.12%	1.13%	8.40%	Q4 2014	Q1 2021	18
Raab & Moskowitz Asset Management LLC	14	1	0.02%	0.40%	0.60%	Q4 2014	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.12%	0.26%	0.44%	Q2 2013	Q3 2017	18
Stonebridge Capital Advisors LLC	18	18	0.01%	0.04%	0.06%	Q2 2019	Q3 2023	18
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	18	18	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	18
HL FINANCIAL SERVICES LLC	18	18	0.01%	0.01%	0.02%	Q4 2014	Q1 2019	18
Bartlett & Co. LLC	16	1	0.00%	0.00%	0.00%	Q1 2017	Q4 2023	18
Ausdal Financial Partners, Inc.	12	1	0.01%	0.41%	1.01%	Q4 2015	Q3 2023	18
SII INVESTMENTS INC/WI	17	1	0.02%	0.06%	0.17%	Q2 2013	Q4 2017	18
LIBERTY WEALTH MANAGEMENT LLC	15	3	0.01%	0.13%	0.34%	Q4 2018	Q3 2023	18
HoyleCohen, LLC	8	4	0.02%	0.05%	0.11%	Q2 2018	Q3 2023	18
Connecticut Wealth Management, LLC	18	18	0.09%	0.12%	0.17%	Q2 2019	Q3 2023	18
BRYN MAWR TRUST Co	15	1	0.01%	0.01%	0.02%	Q3 2018	Q3 2023	18
IPG Investment Advisors LLC	12	6	0.05%	0.16%	1.18%	Q2 2016	Q3 2023	18
Plancorp, LLC	18	18	0.02%	0.05%	0.11%	Q2 2019	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.12%	0.17%	0.24%	Q2 2013	Q3 2017	18
Sound View Wealth Advisors Group, LLC	18	18	0.81%	0.97%	1.18%	Q2 2019	Q3 2023	18
Winfield Associates, Inc.	18	18	0.29%	0.49%	0.82%	Q4 2013	Q1 2018	18
UBS AG	6	6	0.01%	0.05%	0.12%	Q2 2013	Q3 2014	18
Pensionmark Financial Group, LLC	18	18	0.12%	0.18%	0.30%	Q2 2019	Q3 2023	18
Ameritas Investment Partners, Inc.	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	18
DUMONT & BLAKE INVESTMENT ADVISORS LLC	15	3	0.13%	0.18%	0.27%	Q4 2018	Q3 2023	18
AVIANCE CAPITAL MANAGEMENT, LLC	14	4	0.00%	2.25%	4.30%	Q3 2014	Q1 2019	18
BREWIN DOLPHIN LTD	16	2	0.01%	0.01%	0.04%	Q3 2017	Q1 2022	18
Ellis Investment Partners, LLC	18	18	0.05%	0.06%	0.07%	Q2 2019	Q3 2023	18
FORT PITT CAPITAL GROUP, LLC	18	18	0.01%	0.01%	0.02%	Q2 2019	Q3 2023	18
WealthPLAN Partners, LLC	11	1	0.00%	0.04%	0.14%	Q4 2015	Q4 2023	18
Fieldpoint Private Securities, LLC	18	18	0.15%	0.19%	0.24%	Q1 2018	Q2 2022	18
Aspire Private Capital, LLC	13	5	0.01%	0.02%	0.06%	Q4 2018	Q3 2023	18
BDO Wealth Advisors, LLC	18	18	0.01%	0.02%	0.03%	Q1 2019	Q2 2023	18
Resource Management, LLC	17	17	0.20%	0.27%	0.34%	Q4 2017	Q4 2021	17
Baystate Wealth Management LLC	14	3	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	17
MONROE BANK & TRUST/MI	6	3	0.01%	0.01%	0.02%	Q2 2013	Q2 2018	17
Lowe Wealth Advisors, LLC	17	17	0.01%	0.01%	0.01%	Q4 2019	Q4 2023	17
FIRST CITIZENS BANK & TRUST CO	15	2	0.00%	0.04%	0.12%	Q4 2018	Q3 2023	17
LeJeune Puetz Investment Counsel LLC	9	1	0.06%	0.17%	0.51%	Q4 2016	Q1 2023	17
Private Ocean, LLC	7	3	0.01%	0.02%	0.06%	Q4 2017	Q1 2023	17
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	16	1	1.46%	2.02%	3.99%	Q2 2013	Q3 2023	17
Lehman & Derafelo Financial Resources LLC	17	17	0.14%	0.19%	0.25%	Q4 2018	Q4 2022	17
WFG Advisors, LP	17	17	0.14%	0.19%	0.36%	Q2 2013	Q2 2017	17
Apexium Financial, LP	16	1	0.16%	1.13%	7.06%	Q4 2018	Q3 2023	17
PRUDENTIAL FINANCIAL INC	13	4	0.00%	0.01%	0.02%	Q1 2017	Q3 2023	17
BBVA USA Bancshares, Inc.	6	1	0.01%	0.03%	0.12%	Q2 2013	Q1 2021	17
Crosspoint Capital Strategies, LLC	9	1	0.00%	1.63%	24.79%	Q4 2014	Q4 2022	17
GIRARD PARTNERS LTD.	11	6	0.05%	0.08%	0.14%	Q1 2014	Q2 2019	17
Smithfield Trust Co	17	17	0.00%	0.01%	0.02%	Q3 2019	Q3 2023	17
Avidian Wealth Solutions, LLC	17	17	0.01%	0.13%	0.61%	Q3 2019	Q3 2023	17
PATTEN & PATTEN INC/TN	12	1	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	17
EVOKE WEALTH, LLC	17	17	0.01%	0.05%	0.08%	Q3 2019	Q3 2023	17
CADINHA & CO LLC	14	1	0.04%	1.14%	6.00%	Q3 2016	Q4 2022	17
Freestone Capital Holdings, LLC	17	17	0.00%	0.02%	0.04%	Q3 2017	Q3 2021	17
Annex Advisory Services, LLC	17	17	0.04%	0.20%	0.83%	Q2 2013	Q2 2017	17
ROTHSCHILD INVESTMENT LLC /IL	16	16	0.02%	0.05%	0.10%	Q4 2019	Q3 2023	16
Clarity Wealth Advisors, LLC	14	1	0.19%	0.65%	1.96%	Q4 2019	Q3 2023	16
Curtis Advisory Group, LLC	16	16	1.79%	3.46%	12.15%	Q4 2019	Q3 2023	16
Schneider Downs Wealth Management Advisors, LP	16	16	0.07%	0.10%	0.13%	Q4 2019	Q3 2023	16
Koshinski Asset Management, Inc.	14	1	0.03%	0.06%	0.15%	Q1 2019	Q3 2023	16
WINTRUST INVESTMENTS LLC	4	1	0.04%	0.08%	0.18%	Q4 2016	Q3 2023	16
True North Advisors, LLC	16	16	0.12%	0.17%	0.23%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	0.12%	0.20%	0.37%	Q4 2019	Q3 2023	16
Avantax Planning Partners, Inc.	16	16	0.02%	0.02%	0.03%	Q4 2016	Q3 2020	16
Sageworth Trust Co	16	16	0.01%	0.05%	0.12%	Q2 2019	Q1 2023	16
John W. Brooker & Co., CPAs	16	16	0.15%	0.17%	0.19%	Q4 2019	Q3 2023	16
Mizuho Bank, Ltd.	8	1	2.16%	11.63%	25.44%	Q2 2013	Q3 2021	16
MAGNOLIA CAPITAL MANAGEMENT LTD	16	16	4.77%	5.85%	7.08%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.03%	0.05%	0.10%	Q4 2019	Q3 2023	16
Patten Group, Inc.	15	1	0.03%	0.04%	0.07%	Q2 2015	Q4 2022	16
Perigon Wealth Management, LLC	15	1	0.04%	0.06%	0.15%	Q3 2011	Q3 2023	16
Marks Group Wealth Management, Inc	16	16	0.04%	0.05%	0.07%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.02%	0.02%	0.03%	Q4 2019	Q3 2023	16
CSS LLC/IL	8	8	0.01%	0.13%	0.44%	Q4 2013	Q3 2015	16
Mission Creek Capital Partners, Inc.	16	16	0.67%	1.34%	1.86%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	0.25%	0.36%	0.63%	Q4 2019	Q3 2023	16
DOHJ, LLC	16	16	0.11%	0.27%	1.63%	Q4 2019	Q3 2023	16
Carmichael Hill & Associates, Inc.	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
FLOW TRADERS U.S. LLC	7	1	0.00%	0.43%	1.85%	Q2 2016	Q2 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	10.21%	11.26%	14.63%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	0.18%	0.27%	0.36%	Q4 2019	Q3 2023	16
Winthrop Advisory Group LLC	14	2	0.05%	0.08%	0.21%	Q3 2019	Q3 2023	16
RWA WEALTH PARTNERS, LLC	13	1	0.01%	0.02%	0.02%	Q1 2018	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.14%	0.48%	1.26%	Q4 2019	Q3 2023	16
Capital Wealth Alliance, LLC	16	16	0.03%	0.49%	2.71%	Q4 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	16
Waverly Advisors, LLC	11	1	0.04%	0.15%	0.80%	Q2 2013	Q3 2023	16
RPG Investment Advisory, LLC	16	16	0.00%	0.00%	0.00%	Q4 2017	Q3 2021	16
Column Capital Advisors, LLC	16	16	0.02%	0.02%	0.04%	Q4 2019	Q3 2023	16
NOMURA ASSET MANAGEMENT CO LTD	8	1	0.00%	0.01%	0.02%	Q1 2017	Q3 2023	16
Capital Directions Investment Advisors, LLC	10	2	0.02%	0.09%	0.36%	Q3 2018	Q4 2022	16
Avior Wealth Management, LLC	14	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.24%	0.47%	1.20%	Q4 2019	Q3 2023	16
Ranch Capital Advisors Inc.	16	16	0.01%	0.15%	0.22%	Q4 2019	Q3 2023	16
Truepoint, Inc.	15	1	0.02%	0.22%	0.44%	Q2 2019	Q3 2023	16
Strategic Wealth Investment Group, LLC	16	16	2.15%	2.57%	3.65%	Q4 2019	Q3 2023	16
V Wealth Advisors LLC	15	1	0.02%	0.25%	0.68%	Q2 2017	Q3 2023	16
TBH Global Asset Management, LLC	16	16	0.08%	0.92%	1.55%	Q4 2019	Q3 2023	16
SkyOak Wealth, LLC	16	16	0.09%	0.10%	0.12%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.50%	0.73%	0.95%	Q4 2019	Q3 2023	16
Bay Rivers Group	16	16	2.70%	3.09%	3.92%	Q4 2019	Q3 2023	16
Aurora Private Wealth, Inc.	16	16	0.17%	0.27%	0.40%	Q4 2019	Q3 2023	16
WoodTrust Financial Corp	16	16	0.11%	0.16%	0.20%	Q4 2017	Q3 2021	16
Nuveen Asset Management, LLC	10	1	0.01%	0.08%	0.16%	Q3 2013	Q3 2017	16
Integrated Advisors Network LLC	16	16	0.10%	0.19%	0.41%	Q4 2019	Q3 2023	16
Red Door Wealth Management, LLC	16	16	0.07%	0.13%	0.21%	Q4 2019	Q3 2023	16
WASHBURN CAPITAL MANAGEMENT, INC.	16	16	9.94%	12.82%	16.86%	Q4 2019	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.08%	0.10%	0.13%	Q4 2019	Q3 2023	16
Waldron Private Wealth LLC	13	2	0.01%	0.01%	0.02%	Q3 2019	Q3 2023	15
Epstein & White Financial LLC	15	15	0.15%	0.24%	0.38%	Q4 2017	Q2 2021	15
Csenge Advisory Group	15	15	0.08%	0.23%	1.43%	Q1 2020	Q3 2023	15
AMERICAN NATIONAL BANK	15	15	0.01%	0.43%	1.06%	Q1 2020	Q3 2023	15
CULLEN/FROST BANKERS, INC.	15	15	0.00%	0.00%	0.00%	Q1 2019	Q3 2022	15
SMITH, MOORE & CO.	15	15	0.06%	0.13%	0.15%	Q1 2020	Q3 2023	15
Country Club Trust Company, n.a.	8	7	0.03%	0.07%	0.13%	Q4 2013	Q4 2021	15
Williams Jones Wealth Management, LLC.	15	15	0.19%	0.47%	1.11%	Q3 2019	Q1 2023	15
IFG Advisors, LLC	15	15	1.49%	2.20%	3.74%	Q1 2020	Q3 2023	15
IEQ CAPITAL, LLC	11	4	0.03%	0.05%	0.12%	Q4 2019	Q3 2023	15
Homrich & Berg	15	15	0.07%	0.10%	0.14%	Q1 2018	Q3 2021	15
KELLEHER FINANCIAL ADVISORS	15	15	0.20%	0.82%	1.56%	Q1 2020	Q3 2023	15
CBIZ Investment Advisory Services, LLC	12	3	0.02%	0.04%	0.27%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.18%	0.34%	0.54%	Q2 2016	Q4 2019	15
FCG ADVISORS, LLC	15	15	0.41%	0.92%	1.48%	Q1 2017	Q3 2020	15
RMR Wealth Builders	14	1	0.05%	0.61%	0.94%	Q4 2019	Q3 2023	15
CHOREO, LLC	12	3	0.01%	0.03%	0.04%	Q1 2017	Q3 2023	15
Wealth Enhancement & Preservation of GA, LLC	15	15	3.11%	4.35%	6.69%	Q4 2019	Q2 2023	15
BerganKDV Wealth Management, LLC	8	7	0.00%	0.00%	0.01%	Q2 2018	Q2 2023	15
Orion Portfolio Solutions, LLC	12	3	0.00%	0.05%	0.26%	Q4 2019	Q3 2023	15
First Personal Financial Services	15	15	0.00%	0.02%	0.06%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.16%	0.21%	0.34%	Q1 2020	Q3 2023	15
Intersect Capital LLC	13	2	0.01%	0.14%	0.23%	Q4 2014	Q1 2022	15
XR Securities LLC	5	1	0.00%	0.26%	1.28%	Q3 2018	Q3 2023	15
Eudaimonia Partners, LLC	8	7	0.05%	0.43%	1.45%	Q4 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.10%	0.13%	0.20%	Q2 2013	Q4 2016	15
Stevard, LLC	10	5	0.16%	0.86%	3.89%	Q4 2019	Q3 2023	15
Disciplined Investments, LLC	15	15	0.02%	0.05%	0.08%	Q4 2019	Q2 2023	15
HOWARD WEALTH MANAGEMENT, LLC	10	5	0.29%	0.37%	0.56%	Q4 2019	Q3 2023	15
Wealthspire Advisors, L.P.	14	1	0.00%	0.02%	0.08%	Q4 2015	Q3 2020	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.20%	0.55%	1.56%	Q1 2020	Q3 2023	15
Alpha Omega Wealth Management LLC	15	15	0.02%	0.02%	0.03%	Q4 2015	Q2 2019	15
J.W. COLE ADVISORS, INC.	14	1	0.20%	0.32%	0.50%	Q4 2019	Q3 2023	15
Eukles Asset Management	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
Beacon Pointe Advisors, LLC	15	15	0.02%	0.04%	0.09%	Q1 2020	Q3 2023	15
CUE ADVISORY SERVICES, INC.	12	3	0.36%	0.56%	0.87%	Q4 2014	Q3 2018	15
ROSENBLUM SILVERMAN SUTTON S F INC /CA	15	15	0.08%	0.10%	0.13%	Q1 2020	Q3 2023	15
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	9	1	0.09%	0.47%	1.85%	Q2 2013	Q4 2017	15
ADIRONDACK TRUST CO	15	15	0.00%	0.01%	0.01%	Q1 2017	Q3 2020	15
KINGS POINT CAPITAL MANAGEMENT	11	4	0.00%	0.02%	0.03%	Q2 2014	Q1 2022	15
Stokes & Hubbell Capital Management, LLC	15	15	0.31%	0.51%	0.89%	Q3 2015	Q1 2019	15
Bank Julius Baer & Co. Ltd, Zurich	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
CAMBRIDGE TRUST CO	13	2	0.01%	0.01%	0.03%	Q3 2019	Q3 2023	15
THOMPSON DAVIS & CO., INC.	8	7	0.04%	0.05%	0.10%	Q4 2013	Q3 2018	15
EATON VANCE MANAGEMENT	15	15	0.00%	0.00%	0.01%	Q3 2018	Q1 2022	15
TANDEM CAPITAL MANAGEMENT CORP /ADV	14	1	0.17%	0.19%	0.21%	Q4 2019	Q3 2023	15
TOTH FINANCIAL ADVISORY CORP	15	15	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	15
Titus Wealth Management	9	6	0.12%	0.21%	0.31%	Q3 2018	Q2 2022	15
Grassi Investment Management	14	1	0.05%	0.05%	0.06%	Q1 2019	Q3 2023	15
Clearstead Advisors, LLC	15	15	0.01%	0.02%	0.05%	Q1 2020	Q3 2023	15
American Investment Services, Inc.	12	3	0.10%	0.20%	0.40%	Q2 2019	Q3 2023	15
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	15	15	0.02%	0.05%	0.13%	Q1 2020	Q3 2023	15
MASSMUTUAL TRUST CO FSB/ADV	8	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2021	15
Sound Income Strategies, LLC	12	3	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	15
180 WEALTH ADVISORS, LLC	15	15	0.14%	0.16%	0.19%	Q1 2020	Q3 2023	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.18%	0.22%	0.26%	Q1 2017	Q3 2020	15
Investors Research Corp	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
Avion Wealth	15	15	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	15
D'Orazio & Associates, Inc.	15	15	0.02%	0.04%	0.06%	Q1 2018	Q3 2021	15
Tarbox Family Office, Inc.	10	1	0.00%	0.03%	0.05%	Q1 2015	Q2 2021	15
ASSETMARK, INC	4	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	15
Well Done, LLC	14	1	0.01%	0.08%	0.09%	Q1 2018	Q3 2023	15
Palisade Asset Management, LLC	13	2	0.03%	0.03%	0.03%	Q3 2019	Q3 2023	15
STEEL GROVE CAPITAL ADVISORS, LLC	15	15	0.65%	7.64%	13.15%	Q1 2020	Q3 2023	15
Executive Wealth Management, LLC	11	3	0.02%	0.04%	0.06%	Q4 2018	Q3 2023	14
Mattern Wealth Management LLC	14	14	0.16%	0.23%	0.40%	Q2 2020	Q3 2023	14
Retirement Group, LLC	14	14	0.00%	0.10%	1.11%	Q2 2020	Q3 2023	14
AJ WEALTH STRATEGIES, LLC	14	14	0.19%	0.25%	0.36%	Q1 2020	Q2 2023	14
ING GROEP NV	6	1	0.01%	0.11%	0.35%	Q4 2013	Q3 2021	14
Truvestments Capital LLC	6	1	0.00%	0.02%	0.03%	Q3 2019	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.08%	0.12%	0.17%	Q2 2020	Q3 2023	14
ROPES WEALTH ADVISORS LLC	14	14	0.06%	0.07%	0.08%	Q2 2016	Q3 2019	14
Costello Asset Management, INC	14	14	0.02%	0.02%	0.03%	Q2 2020	Q3 2023	14
JT Stratford LLC	11	3	0.07%	0.16%	0.30%	Q1 2018	Q3 2023	14
Financial Engines Advisors L.L.C.	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
LAZARD ASSET MANAGEMENT LLC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
Grandview Asset Management LLC	14	14	0.60%	0.84%	1.40%	Q2 2020	Q3 2023	14
WESPAC Advisors SoCal, LLC	14	14	0.06%	0.07%	0.13%	Q4 2015	Q1 2019	14
Alexandria Capital, LLC	11	3	0.01%	0.03%	0.16%	Q2 2013	Q3 2017	14
First City Capital Management, Inc.	14	14	0.28%	0.43%	0.49%	Q2 2020	Q3 2023	14
Arkos Global Advisors	14	14	0.14%	0.20%	0.25%	Q2 2020	Q3 2023	14
FIFTH THIRD SECURITIES, INC.	14	14	0.15%	0.64%	4.24%	Q2 2020	Q3 2023	14
Qube Research & Technologies Ltd	8	2	0.02%	0.56%	3.97%	Q2 2019	Q3 2023	14
ATTICUS WEALTH MANAGEMENT, LLC	14	14	0.00%	0.03%	0.10%	Q2 2020	Q3 2023	14
Archford Capital Strategies, LLC	8	1	0.00%	0.06%	0.12%	Q1 2014	Q1 2019	14
Sargent Bickham Lagudis LLC	13	1	0.00%	0.00%	0.01%	Q1 2016	Q4 2022	14
RDA Financial Network	14	14	0.10%	0.37%	0.80%	Q1 2019	Q2 2022	14
Bremer Bank National Association	8	1	0.04%	0.99%	1.35%	Q1 2019	Q3 2023	14
Cornerstone Advisory, LLC	14	14	0.06%	0.08%	0.12%	Q2 2020	Q3 2023	14
ASPIRIANT, LLC	13	1	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	14
Banco Santander, S.A.	6	3	0.01%	0.04%	0.10%	Q1 2018	Q3 2022	14
Investors Capital Advisory Services	13	13	0.10%	0.16%	0.28%	Q2 2013	Q2 2016	13
IFC Holdings Incorporated/FL	12	1	0.02%	0.09%	0.19%	Q2 2013	Q4 2017	13
VSR Financial Services, Inc.	13	13	0.10%	0.23%	0.47%	Q2 2013	Q2 2016	13
Orbitronix, LP	9	9	0.17%	3.25%	19.49%	Q1 2014	Q1 2016	13
Robertson Stephens Wealth Management, LLC	13	13	0.05%	0.18%	0.78%	Q3 2020	Q3 2023	13
Bluefin Trading, LLC	3	1	0.00%	0.32%	2.80%	Q4 2013	Q2 2020	13
TrinityPoint Wealth, LLC	7	1	0.04%	0.07%	0.15%	Q4 2018	Q2 2023	13
Apollon Wealth Management, LLC	12	1	0.08%	0.28%	1.34%	Q2 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.09%	0.11%	0.14%	Q3 2020	Q3 2023	13
SevenBridge Financial Group, LLC	13	13	0.01%	0.01%	0.01%	Q2 2016	Q2 2019	13
Founders Financial Alliance, LLC	13	13	0.19%	0.64%	1.17%	Q3 2020	Q3 2023	13
PEAK6 Group LLC	4	1	0.00%	0.01%	0.04%	Q2 2013	Q4 2017	13
Monterey Private Wealth, Inc.	13	13	0.12%	0.13%	0.15%	Q3 2020	Q3 2023	13
Marshall Financial Group LLC	12	12	0.07%	0.10%	0.15%	Q4 2020	Q3 2023	13
Centerpoint Advisors, LLC	9	4	0.00%	0.03%	0.06%	Q4 2017	Q3 2023	13
Quantitative Advantage, LLC	8	1	0.41%	0.53%	0.81%	Q2 2014	Q3 2018	13
Hochman Cole Investment Advisors, Inc.	7	1	0.12%	0.19%	0.31%	Q4 2015	Q3 2021	13
Banco de Sabadell, S.A	11	2	0.12%	1.28%	4.40%	Q4 2017	Q2 2021	13
Nikulski Financial, Inc.	9	1	0.10%	0.27%	0.41%	Q4 2017	Q3 2021	13
Newbridge Financial Services Group, Inc.	13	13	0.31%	0.49%	0.69%	Q3 2020	Q3 2023	13
Truehand, Inc	13	13	0.46%	0.49%	0.53%	Q4 2018	Q4 2021	13
Destination Wealth Management	8	1	0.00%	0.02%	0.11%	Q2 2015	Q3 2023	13
QCM Cayman, Ltd.	3	1	0.06%	0.27%	0.59%	Q3 2013	Q3 2021	13
GREENWOOD CAPITAL ASSOCIATES LLC	9	4	0.04%	0.27%	1.22%	Q4 2015	Q1 2021	13
MCF Advisors LLC	8	1	0.00%	0.00%	0.01%	Q4 2011	Q3 2023	13
PIN OAK INVESTMENT ADVISORS INC	13	13	0.07%	0.32%	0.91%	Q1 2018	Q1 2021	13
Fisher Asset Management, LLC	6	1	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	13
Asset Management One Co., Ltd.	13	13	0.00%	0.01%	0.04%	Q1 2017	Q1 2020	13
Barber Financial Group, Inc.	5	4	0.16%	0.57%	1.01%	Q3 2017	Q1 2023	13
Kalos Management, Inc.	5	1	0.01%	1.77%	2.88%	Q4 2015	Q1 2023	13
Ironwood Financial, llc	13	13	0.00%	0.01%	0.03%	Q3 2018	Q3 2021	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.05%	0.18%	0.24%	Q3 2020	Q3 2023	13
First Command Financial Services, Inc.	6	3	0.00%	0.02%	0.04%	Q4 2016	Q4 2021	13
First Command Bank	6	3	0.00%	0.02%	0.04%	Q4 2016	Q4 2021	13
COBBLESTONE CAPITAL ADVISORS LLC /NY/	13	13	0.04%	0.04%	0.04%	Q2 2018	Q2 2021	13
Strategic Wealth Partners Group, LLC	9	4	0.05%	0.06%	0.09%	Q2 2020	Q3 2023	13
Vivaldi Capital Management LP	8	5	0.06%	0.13%	0.25%	Q1 2018	Q3 2023	13
CFM WEALTH PARTNERS LLC	7	2	0.06%	0.06%	0.07%	Q1 2020	Q3 2023	13
First Citizens Financial Corp	10	1	0.18%	0.21%	0.22%	Q4 2019	Q3 2023	13
Lenox Wealth Management, Inc.	13	13	0.00%	0.01%	0.06%	Q2 2017	Q2 2020	13
Key FInancial Inc	12	1	0.02%	0.03%	0.04%	Q1 2020	Q3 2023	13
Reynders McVeigh Capital Management, LLC	13	13	0.03%	0.04%	0.12%	Q1 2017	Q1 2020	13
CoreFirst Bank & Trust	12	12	0.09%	0.09%	0.09%	Q4 2020	Q3 2023	12
Avalon Investment & Advisory	7	5	0.01%	0.02%	0.02%	Q1 2020	Q1 2023	12
Carlson Capital Management	7	1	0.01%	0.04%	0.06%	Q1 2019	Q2 2023	12
Ashford Advisors, LLC	12	12	0.41%	0.49%	0.74%	Q4 2020	Q3 2023	12
Gratus Capital, LLC	12	12	0.04%	0.04%	0.05%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.06%	0.09%	0.13%	Q4 2018	Q3 2021	12
Blankinship & Foster, LLC	12	12	0.14%	0.15%	0.21%	Q1 2017	Q4 2019	12
Soundwatch Capital LLC	12	12	0.04%	0.21%	0.38%	Q4 2020	Q3 2023	12
Rikoon Group, LLC	8	4	0.08%	0.09%	0.12%	Q1 2018	Q1 2021	12
Mayflower Financial Advisors, LLC	12	12	0.14%	0.20%	0.26%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.00%	0.04%	0.07%	Q4 2020	Q3 2023	12
M Holdings Securities, Inc.	9	1	0.03%	0.22%	0.56%	Q3 2014	Q1 2021	12
Global Financial Private Capital, Inc	11	1	0.00%	0.06%	0.13%	Q1 2017	Q1 2020	12
Safeguard Investment Advisory Group, LLC	12	12	0.11%	0.57%	1.07%	Q4 2020	Q3 2023	12
Zions Bancorporation, N.A.	12	12	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	12
FAYEZ SAROFIM & CO	12	12	0.00%	0.00%	0.00%	Q2 2020	Q1 2023	12
Rodgers & Associates, LTD	12	12	0.04%	0.07%	0.09%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.02%	0.03%	0.03%	Q4 2015	Q3 2018	12
SAX WEALTH ADVISORS, LLC	12	12	0.12%	0.16%	0.28%	Q4 2020	Q3 2023	12
SITTNER & NELSON, LLC	12	12	0.06%	0.06%	0.08%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.08%	0.12%	0.16%	Q4 2020	Q3 2023	12
COWA, LLC	12	12	3.04%	3.56%	4.74%	Q4 2020	Q3 2023	12
Purus Wealth Management, LLC	12	12	0.91%	1.10%	1.31%	Q4 2020	Q3 2023	12
Joseph P. Lucia & Associates, LLC	6	2	0.00%	0.00%	0.01%	Q1 2019	Q2 2022	12
Prime Capital Investment Advisors, LLC	8	1	0.00%	0.02%	0.07%	Q4 2017	Q3 2023	12
Johnson Bixby & Associates, LLC	12	12	4.50%	6.41%	7.30%	Q4 2020	Q3 2023	12
Certified Advisory Corp	11	1	0.01%	0.02%	0.05%	Q4 2017	Q1 2021	12
Bluesphere Advisors, LLC	12	12	0.21%	0.25%	0.29%	Q4 2020	Q3 2023	12
GPS Wealth Strategies Group, LLC	9	3	0.10%	0.15%	0.20%	Q3 2020	Q3 2023	12
DB Wealth Management Group, LLC	12	12	1.82%	2.32%	3.03%	Q4 2020	Q3 2023	12
Wealth Management Partners, LLC	12	12	0.62%	0.79%	0.89%	Q4 2020	Q3 2023	12
Smith Anglin Financial, LLC	12	12	0.79%	2.05%	3.92%	Q4 2020	Q3 2023	12
Johnson Midwest Financial, LLC	12	12	0.07%	3.38%	16.54%	Q4 2020	Q3 2023	12
MACROVIEW INVESTMENT MANAGEMENT LLC	10	1	0.02%	0.10%	0.14%	Q2 2013	Q4 2017	12
Annapolis Financial Services, LLC	12	12	0.12%	0.13%	0.17%	Q4 2020	Q3 2023	12
Golden State Wealth Management, LLC	9	3	0.11%	0.49%	0.89%	Q1 2019	Q1 2022	12
Compass Ion Advisors, LLC	12	12	0.19%	0.26%	0.32%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.01%	0.03%	0.05%	Q4 2020	Q3 2023	12
Diversified, LLC	12	12	0.08%	0.26%	0.73%	Q4 2020	Q3 2023	12
InterOcean Capital Group, LLC	12	12	0.04%	0.07%	0.10%	Q4 2020	Q3 2023	12
WELCH & FORBES LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
CreativeOne Wealth, LLC	12	12	0.07%	0.09%	0.13%	Q4 2020	Q3 2023	12
HRT FINANCIAL LP	5	1	0.02%	0.53%	2.14%	Q1 2017	Q3 2023	12
Foster Group, Inc.	12	12	0.32%	0.48%	0.79%	Q4 2020	Q3 2023	12
Kesler, Norman & Wride, LLC	12	12	0.12%	0.20%	0.27%	Q4 2020	Q3 2023	12
SIMON QUICK ADVISORS, LLC	6	2	0.00%	0.02%	0.04%	Q4 2016	Q3 2023	12
Hilton Capital Management, LLC	12	12	0.10%	0.13%	0.16%	Q1 2017	Q4 2019	12
Oak Harvest Investment Services	12	12	1.78%	2.22%	2.92%	Q4 2020	Q3 2023	12
Swaine & Leidel Wealth Services, LLC	10	1	1.33%	1.95%	2.79%	Q4 2018	Q1 2022	12
Hanson & Doremus Investment Management	12	12	0.02%	0.02%	0.02%	Q4 2019	Q3 2022	12
Bayesian Capital Management, LP	5	1	0.04%	0.19%	0.47%	Q4 2016	Q2 2023	12
IMC-Chicago, LLC	7	1	0.01%	0.06%	0.18%	Q2 2020	Q2 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Evolution Wealth Advisors, LLC	12	12	0.03%	0.06%	0.23%	Q4 2018	Q3 2021	12
MV CAPITAL MANAGEMENT, INC.	5	1	0.00%	0.19%	0.26%	Q4 2014	Q3 2020	12
Trexquant Investment LP	7	1	0.01%	0.09%	0.31%	Q3 2019	Q3 2023	12
Johnson Financial Group, Inc.	11	1	0.00%	0.03%	0.05%	Q2 2016	Q3 2023	12
Davidson Capital Management Inc.	12	12	0.00%	6.49%	11.98%	Q1 2020	Q4 2022	12
High Note Wealth, LLC	12	12	0.09%	0.09%	0.10%	Q4 2020	Q3 2023	12
Citizens National Bank Trust Department	12	12	0.05%	0.06%	0.08%	Q4 2020	Q3 2023	12
BANTA ASSET MANAGEMENT LP	12	12	0.91%	1.20%	1.46%	Q4 2020	Q3 2023	12
Ameritas Investment Company, LLC	12	12	0.19%	1.10%	2.43%	Q4 2018	Q3 2021	12
SUNFLOWER BANK, NA WEALTH MANAGEMENT	12	12	0.11%	0.13%	0.14%	Q4 2017	Q3 2020	12
CTC LLC	4	1	0.00%	0.05%	0.13%	Q1 2018	Q4 2022	12
B. Riley Financial, Inc.	12	12	0.15%	0.57%	1.65%	Q4 2015	Q3 2018	12
DRW Securities, LLC	3	1	0.02%	0.29%	0.74%	Q2 2013	Q2 2023	12
Pinnacle Wealth Planning Services, Inc.	12	12	1.01%	1.42%	2.02%	Q1 2020	Q4 2022	12
Frank, Rimerman Advisors LLC	12	12	1.00%	1.45%	2.04%	Q4 2020	Q3 2023	12
Fort Point Capital Partners LLC	9	1	0.03%	0.11%	0.15%	Q1 2018	Q3 2023	12
GRIMES & COMPANY, INC.	12	12	0.04%	0.05%	0.07%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.03%	0.06%	Q2 2013	Q1 2016	12
NOESIS CAPITAL MANGEMENT CORP	8	4	0.08%	0.18%	0.25%	Q4 2019	Q3 2023	12
Strategic Wealth Partners, Ltd.	8	2	0.02%	0.40%	1.30%	Q4 2017	Q4 2022	12
Northern Capital Management, Inc.	12	12	0.79%	0.89%	0.96%	Q4 2020	Q3 2023	12
CAPSTONE INVESTMENT ADVISORS, LLC	3	2	0.00%	0.04%	0.24%	Q1 2017	Q3 2023	11
ARVEST TRUST CO N A	8	3	0.14%	0.20%	0.31%	Q4 2013	Q3 2023	11
ALTERNA WEALTH MANAGEMENT, INC	5	3	0.15%	0.45%	1.30%	Q4 2018	Q2 2022	11
Kaizen Financial Strategies	9	2	0.29%	1.48%	3.54%	Q4 2020	Q3 2023	11
Main Street Research LLC	11	11	0.02%	0.04%	0.07%	Q1 2021	Q3 2023	11
XML Financial, LLC	11	11	0.03%	0.04%	0.06%	Q1 2021	Q3 2023	11
TEACHERS ADVISORS, LLC	6	5	0.01%	0.01%	0.03%	Q2 2013	Q2 2016	11
Sierra Capital LLC	11	11	0.05%	0.06%	0.07%	Q1 2021	Q3 2023	11
Clearview Wealth Advisors LLC	11	11	0.01%	0.02%	0.07%	Q4 2020	Q2 2023	11
Bay Harbor Wealth Management, LLC	11	11	0.00%	0.01%	0.07%	Q4 2018	Q2 2021	11
Main Management LLC	11	11	0.00%	0.86%	1.10%	Q1 2020	Q3 2022	11
Blue Chip Wealth Management, Inc.	11	11	0.32%	0.55%	0.73%	Q1 2018	Q3 2020	11
COUNTRY TRUST BANK	9	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2022	11
DUBUQUE BANK & TRUST CO	11	11	0.01%	0.01%	0.02%	Q3 2016	Q1 2019	11
Laurel Wealth Advisors, Inc.	8	1	0.03%	0.27%	0.79%	Q4 2016	Q4 2022	11
Commonwealth Financial Services, LLC	10	1	0.04%	2.82%	12.02%	Q4 2014	Q3 2023	11
Paradigm, Strategies in Wealth Management, LLC	11	11	0.24%	0.38%	0.48%	Q1 2021	Q3 2023	11
Banque Cantonale Vaudoise	8	1	0.00%	0.03%	0.13%	Q4 2019	Q3 2023	11
Harfst & Associates, Inc.	6	1	0.05%	0.16%	0.28%	Q4 2018	Q2 2023	11
Spire Wealth Management	11	11	0.05%	0.15%	0.28%	Q1 2021	Q3 2023	11
BUTENSKY & COHEN FINANCIAL SECURITY, INC	11	11	0.06%	0.07%	0.08%	Q4 2014	Q2 2017	11
HENGEHOLD CAPITAL MANAGEMENT LLC	6	5	0.05%	0.12%	0.24%	Q4 2018	Q1 2022	11
Private Advisory Group LLC	11	11	0.46%	2.73%	4.08%	Q4 2016	Q2 2019	11
COMERICA SECURITIES,INC.	11	11	0.03%	0.04%	0.04%	Q1 2021	Q3 2023	11
Parametric Risk Advisors LLC	11	11	0.08%	0.10%	0.14%	Q1 2014	Q3 2016	11
JNBA Financial Advisors	7	1	0.00%	0.02%	0.14%	Q3 2013	Q1 2023	11
Integre Asset Management, LLC	11	11	0.16%	0.36%	0.43%	Q4 2016	Q2 2019	11
JUMP TRADING, LLC	5	5	0.04%	1.19%	7.74%	Q2 2019	Q2 2020	11
AAF Wealth Management, LLC	10	1	0.15%	8.65%	13.93%	Q4 2020	Q3 2023	11
PRIVATE ASSET MANAGEMENT INC	11	11	0.03%	0.04%	0.05%	Q4 2020	Q2 2023	11
SIGNET FINANCIAL MANAGEMENT, LLC	4	1	0.00%	0.09%	0.31%	Q1 2015	Q4 2021	11
Sovereign Financial Group, Inc.	11	11	0.10%	0.16%	0.24%	Q1 2021	Q3 2023	11
CURIAN CAPITAL LLC	11	11	0.16%	0.22%	0.29%	Q2 2013	Q4 2015	11
TrueWealth Advisors, LLC	11	11	1.17%	3.38%	4.32%	Q1 2021	Q3 2023	11
Divergent Wealth Advisors	11	11	0.09%	0.10%	0.10%	Q1 2018	Q3 2020	11
SUMITOMO MITSUI FINANCIAL GROUP, INC.	4	1	0.01%	8.23%	20.43%	Q4 2017	Q3 2021	11
Gainplan LLC	10	1	0.12%	0.94%	2.10%	Q3 2020	Q3 2023	11
Activest Wealth Management	11	11	0.06%	0.41%	1.58%	Q1 2021	Q3 2023	11
Concord Wealth Partners	7	4	0.00%	0.01%	0.03%	Q4 2020	Q3 2023	11
Virtu Financial LLC	3	1	0.04%	0.86%	4.59%	Q2 2013	Q2 2018	11
Bristol Advisors, LLC	7	7	0.00%	2.92%	17.32%	Q1 2017	Q3 2018	11
NatWest Group plc	10	1	0.00%	0.02%	0.08%	Q2 2013	Q3 2016	11
CT Financial Advisors LLC	10	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2017	11
Resurgent Financial Advisors LLC	6	6	0.02%	0.50%	1.56%	Q4 2021	Q1 2023	11
Prosperity Planning, Inc.	8	3	0.11%	0.14%	0.20%	Q4 2020	Q3 2023	11
Hoover Financial Advisors, Inc.	11	11	0.07%	0.18%	0.31%	Q4 2018	Q2 2021	11
MATRIX PRIVATE CAPITAL GROUP LLC	11	11	0.93%	1.23%	2.12%	Q4 2019	Q2 2022	11
FORESTERS ASSET MANAGEMENT INC.	11	11	0.04%	0.05%	0.05%	Q2 2016	Q4 2018	11
Gunma Bank,Ltd.	5	1	0.68%	3.40%	12.05%	Q3 2015	Q2 2022	11
Pinnacle Summer Investments, Inc.	11	11	0.01%	0.37%	1.83%	Q2 2013	Q4 2015	11
YorkBridge Wealth Partners, LLC	11	11	0.01%	0.01%	0.01%	Q4 2016	Q2 2019	11
ALBION FINANCIAL GROUP /UT	10	1	0.02%	0.03%	0.05%	Q4 2020	Q3 2023	11
FormulaFolio Investments, LLC	7	4	0.01%	0.03%	0.05%	Q2 2017	Q2 2021	11
Laidlaw Wealth Management LLC	10	1	0.05%	0.10%	0.15%	Q2 2020	Q1 2023	11
Strategic Blueprint, LLC	5	1	0.00%	0.32%	2.78%	Q2 2020	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.19%	0.27%	0.37%	Q1 2021	Q3 2023	10
First Capital Advisors Group, LLC.	9	1	0.08%	0.37%	0.67%	Q4 2016	Q2 2023	10
Baker Avenue Asset Management, LP	4	1	0.00%	0.28%	2.77%	Q1 2021	Q3 2023	10
Quantbot Technologies LP	6	1	0.02%	0.12%	0.37%	Q3 2019	Q3 2023	10
Avestar Capital, LLC	7	1	0.01%	0.71%	1.80%	Q3 2021	Q3 2023	10
ARCADIA INVESTMENT MANAGEMENT CORP/MI	10	10	0.01%	0.01%	0.01%	Q4 2018	Q1 2021	10
Trellis Advisors, LLC	5	1	0.13%	0.17%	0.21%	Q4 2017	Q3 2021	10
Fiduciary Group LLC	10	10	0.07%	0.09%	0.14%	Q2 2020	Q3 2022	10
NORTHWEST INVESTMENT COUNSELORS, LLC	8	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2023	10
TRANSCEND CAPITAL ADVISORS, LLC	9	1	0.03%	0.24%	0.34%	Q1 2021	Q3 2023	10
IFS Advisors, LLC	9	1	0.10%	0.29%	0.67%	Q4 2020	Q4 2023	10
Krilogy Financial LLC	4	1	0.00%	0.05%	0.09%	Q3 2017	Q1 2023	10
Capital Bank & Trust Co	10	10	0.00%	0.00%	0.00%	Q4 2017	Q1 2020	10
Wealth Quarterback LLC	6	1	0.27%	3.10%	7.40%	Q1 1987	Q3 2023	10
Leonetti & Associates, LLC	8	2	0.06%	0.76%	4.07%	Q2 2013	Q4 2018	10
Levy Wealth Management Group, LLC	6	4	0.06%	0.12%	0.20%	Q4 2020	Q3 2023	10
Continuum Advisory, LLC	10	10	0.07%	0.09%	0.10%	Q2 2021	Q3 2023	10
ENTERPRISE FINANCIAL SERVICES CORP	10	10	0.03%	0.03%	0.04%	Q4 2019	Q1 2022	10
JFS WEALTH ADVISORS, LLC	9	1	0.00%	0.08%	0.12%	Q3 2016	Q3 2023	10
Accel Wealth Management	10	10	0.02%	0.04%	0.06%	Q4 2020	Q1 2023	10
Wagner Wealth Management, LLC	4	2	0.01%	0.01%	0.03%	Q4 2017	Q3 2022	10
JTC Employer Solutions Trustee Ltd	10	10	0.20%	0.26%	0.33%	Q2 2021	Q3 2023	10
Forward Management, LLC	3	1	0.00%	4.11%	9.28%	Q2 2016	Q2 2022	10
LBMC INVESTMENT ADVISORS, LLC	10	10	0.03%	0.03%	0.03%	Q2 2021	Q3 2023	10
Fortress Wealth Group, LLC	10	10	0.73%	1.04%	1.91%	Q2 2021	Q3 2023	10
Triumph Capital Management	10	10	0.89%	3.03%	4.88%	Q2 2021	Q3 2023	10
ZWJ INVESTMENT COUNSEL INC	6	4	0.01%	0.02%	0.02%	Q1 2017	Q3 2023	10
RIDGECREST WEALTH PARTNERS, LLC	10	10	0.18%	0.23%	0.26%	Q2 2021	Q3 2023	10
Royal Fund Management, LLC	7	3	0.00%	0.84%	1.60%	Q3 2017	Q3 2023	10
Kozak & Associates, Inc.	9	1	0.10%	0.20%	0.37%	Q4 2020	Q3 2023	10
CEDAR CAPITAL, LLC	9	1	0.09%	0.60%	1.11%	Q4 2016	Q4 2019	10
Lake Point Wealth Management	5	2	0.00%	0.00%	0.00%	Q4 2018	Q2 2022	10
Brand Asset Management Group, Inc.	10	10	0.03%	0.03%	0.03%	Q4 2018	Q1 2021	10
Cordasco Financial Network	6	4	0.00%	0.04%	0.11%	Q4 2013	Q3 2021	10
Trust Co	7	1	0.01%	0.03%	0.10%	Q3 2015	Q3 2023	10
EXENCIAL WEALTH ADVISORS, LLC	10	10	0.01%	0.04%	0.06%	Q4 2018	Q1 2021	10
ACAS, LLC	6	4	0.52%	0.59%	0.64%	Q1 2021	Q3 2023	10
MidWestOne Financial Group, Inc.	10	10	0.06%	0.07%	0.07%	Q2 2021	Q3 2023	10
Probabilities Fund Management, LLC	8	2	16.00%	19.83%	24.31%	Q2 2019	Q4 2021	10
Taylor Hoffman Wealth Management	9	1	0.00%	0.01%	0.01%	Q4 2017	Q2 2020	10
DIXON HUBARD FEINOUR & BROWN INC/VA	10	10	0.05%	0.08%	0.10%	Q1 2020	Q2 2022	10
FIRST FOUNDATION ADVISORS	8	1	0.01%	0.01%	0.03%	Q1 2015	Q3 2023	10
AMERICAN ASSET MANAGEMENT INC.	9	1	0.62%	1.19%	3.06%	Q3 2015	Q1 2020	10
VICUS CAPITAL	5	2	0.10%	0.26%	0.54%	Q4 2014	Q1 2022	10
Circle Road Advisors LP	9	9	6.24%	10.53%	23.32%	Q4 2017	Q4 2019	9
UNITED BANK, INC.	9	9	0.16%	0.17%	0.18%	Q3 2015	Q3 2017	9
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	4	1	0.01%	0.01%	0.02%	Q2 2016	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	0.22%	0.30%	0.45%	Q3 2021	Q3 2023	9
GOODWIN DANIEL L	9	9	0.24%	1.12%	1.73%	Q3 2021	Q3 2023	9
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	5	4	0.07%	0.11%	0.20%	Q2 2020	Q3 2023	9
LEO BROKERAGE, LLC	5	2	0.15%	0.26%	0.37%	Q3 2020	Q2 2023	9
SUSQUEHANNA TRUST & INVESTMENT CO	9	9	0.06%	0.06%	0.07%	Q2 2013	Q2 2015	9
Timber Hill LLC	3	1	0.01%	1.48%	9.38%	Q2 2013	Q2 2018	9
BOK Financial Private Wealth, Inc.	7	2	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	9
Stadion Money Management, LLC	2	1	0.12%	1.73%	6.26%	Q2 2013	Q4 2017	9
Benchmark Capital Advisors	9	9	0.15%	0.18%	0.33%	Q2 2013	Q2 2015	9
FORVIS Wealth Advisors, LLC	7	2	0.01%	0.04%	0.09%	Q4 2020	Q3 2023	9
BRIGHTON JONES LLC	9	9	0.14%	0.16%	0.18%	Q3 2021	Q3 2023	9
GSA CAPITAL PARTNERS LLP	5	1	0.04%	0.16%	0.38%	Q1 2021	Q3 2023	9
Bedell Frazier Investment Counselling, LLC	9	9	0.08%	0.22%	0.44%	Q3 2021	Q3 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.01%	0.02%	Q2 2013	Q2 2015	9
Crestwood Advisors Group, LLC	5	1	0.00%	0.02%	0.03%	Q1 2017	Q1 2020	9
ATLAS CAPITAL ADVISORS LLC	9	9	0.01%	0.01%	0.02%	Q3 2021	Q3 2023	9
Verition Fund Management LLC	4	1	0.00%	0.03%	0.09%	Q4 2019	Q3 2022	9
BRR OpCo, LLC	7	2	0.02%	0.04%	0.07%	Q1 2017	Q2 2022	9
SFMG, LLC	6	1	0.02%	0.05%	0.08%	Q4 2014	Q2 2023	9
Mizuho Trust & Banking Co., Ltd.	5	2	4.76%	12.48%	38.56%	Q2 2017	Q4 2019	9
Modera Wealth Management, LLC	5	4	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	9
BOOTHBAY FUND MANAGEMENT, LLC	3	1	0.01%	0.31%	1.03%	Q3 2015	Q2 2023	9
ACG Wealth	5	1	0.00%	0.05%	0.13%	Q2 2014	Q2 2022	9
Garde Capital, Inc.	9	9	0.02%	0.03%	0.04%	Q3 2021	Q3 2023	9
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	7	2	0.03%	0.07%	0.36%	Q4 2015	Q2 2018	9
CFO4Life, L.P.	9	9	0.36%	0.41%	0.48%	Q4 2014	Q4 2016	9
Brick & Kyle, Associates	6	3	0.01%	0.02%	0.02%	Q4 2014	Q1 2017	9
Maven Securities LTD	3	1	0.00%	0.13%	0.56%	Q4 2019	Q3 2023	9
Integrated Wealth Management	9	9	0.05%	0.16%	0.22%	Q1 2015	Q1 2017	9
Bridgewater Wealth & Financial Management, LLC	8	1	0.40%	0.45%	0.48%	Q4 2014	Q2 2017	9
Turim 21 Investimentos Ltda.	5	4	0.02%	0.09%	0.34%	Q1 2020	Q2 2022	9
Regal Wealth Group, Inc.	7	2	0.01%	0.01%	0.01%	Q4 2017	Q1 2021	9
Highland Private Wealth Management	9	9	0.12%	0.48%	3.16%	Q2 2017	Q2 2019	9
WESCAP Management Group, Inc.	9	9	0.17%	0.21%	0.23%	Q1 2021	Q1 2023	9
Centiva Capital, LP	2	1	0.01%	0.05%	0.30%	Q1 2018	Q2 2021	9
First Bank & Trust	9	9	0.03%	0.07%	0.09%	Q2 2020	Q2 2022	9
Flaharty Asset Management, LLC	8	1	0.02%	0.06%	0.10%	Q4 2020	Q3 2023	9
QVR LLC	2	1	0.09%	1.28%	5.83%	Q4 2017	Q1 2020	9
Verdence Capital Advisors LLC	9	9	0.04%	0.11%	0.22%	Q3 2021	Q3 2023	9
USAdvisors Wealth Management, LLC	9	9	0.19%	0.31%	0.39%	Q4 2017	Q4 2019	9
Cooper Financial Group	5	1	0.05%	0.08%	0.11%	Q4 2019	Q3 2023	9
Selective Wealth Management, Inc.	6	3	0.02%	0.29%	0.41%	Q3 2021	Q4 2023	9
Magnus Financial Group LLC	7	2	0.09%	0.13%	0.17%	Q4 2018	Q3 2023	9
Cedar Brook Financial Partners, LLC	7	2	0.05%	0.12%	0.19%	Q2 2019	Q3 2023	9
Global Wealth Management Investment Advisory, Inc.	9	9	0.00%	0.04%	0.22%	Q4 2018	Q4 2020	9
WADDELL & ASSOCIATES, LLC	8	1	0.05%	0.06%	0.07%	Q2 2021	Q3 2023	9
Clear Creek Financial Management, LLC	8	1	0.03%	0.75%	3.18%	Q4 2020	Q3 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.03%	0.18%	0.26%	Q4 2019	Q3 2023	9
Lionsbridge Wealth Management LLC	8	1	0.00%	1.26%	4.60%	Q4 2019	Q1 2023	9
Secure Asset Management, LLC	4	1	0.08%	1.64%	3.42%	Q4 2019	Q4 2022	9
Sowa Financial Group, Inc.	9	9	0.13%	0.16%	0.20%	Q4 2019	Q4 2021	9
U.S. Capital Wealth Advisors, LLC	9	9	0.06%	0.07%	0.08%	Q3 2021	Q3 2023	9
TNF LLC	9	9	0.18%	0.21%	0.25%	Q3 2021	Q3 2023	9
Psagot Value Holdings Ltd. / (Israel)	9	9	0.04%	0.08%	0.15%	Q3 2021	Q3 2023	9
High Net Worth Advisory Group LLC	9	9	0.13%	0.17%	0.20%	Q4 2021	Q4 2023	9
Point72 Middle East FZE	4	4	0.05%	0.76%	2.15%	Q4 2022	Q3 2023	9
SEI INVESTMENTS CO	9	9	0.00%	0.00%	0.00%	Q2 2016	Q2 2018	9
CITIZENS FINANCIAL GROUP INC/RI	8	1	0.01%	0.02%	0.02%	Q4 2015	Q4 2021	9
FIRST NATIONAL CORP /MA/ /ADV	6	1	0.06%	0.08%	0.11%	Q1 2019	Q4 2021	9
MANCHESTER FINANCIAL INC	7	1	0.04%	0.07%	0.14%	Q2 2019	Q4 2021	9
Fingerlakes Wealth Management, Inc.	8	8	2.76%	2.89%	3.19%	Q4 2021	Q3 2023	8
Migdal Insurance & Financial Holdings Ltd.	4	1	0.01%	0.03%	0.05%	Q4 2016	Q3 2023	8
Quantitative Investment Management, LLC	7	1	0.06%	1.04%	1.82%	Q4 2015	Q1 2018	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.01%	0.06%	0.10%	Q2 2019	Q2 2023	8
EWG Elevate Inc.	7	1	0.14%	1.17%	2.72%	Q4 2019	Q3 2023	8
Advisor Resource Council	4	1	0.02%	0.38%	0.96%	Q2 2021	Q3 2023	8
Mint Tower Capital Management B.V.	2	1	0.04%	0.77%	1.32%	Q3 2022	Q2 2023	8
BNC WEALTH MANAGEMENT, LLC	8	8	0.20%	0.23%	0.25%	Q4 2021	Q3 2023	8
Patriot Financial Group Insurance Agency, LLC	5	1	0.00%	0.00%	0.00%	Q4 2017	Q2 2022	8
PROFFITT & GOODSON INC	8	8	0.00%	0.01%	0.01%	Q3 2019	Q2 2021	8
Lindbrook Capital, LLC	8	8	0.00%	0.05%	0.10%	Q4 2021	Q3 2023	8
MEEDER ASSET MANAGEMENT INC	4	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2022	8
Fusion Family Wealth LLC	5	3	0.00%	0.00%	0.01%	Q4 2016	Q1 2021	8
TOWNSQUARE CAPITAL LLC	7	1	0.01%	0.02%	0.02%	Q3 2019	Q3 2021	8
Firestone Capital Management	8	8	0.01%	0.01%	0.01%	Q4 2019	Q3 2021	8
Capital Investment Advisory Services, LLC	4	4	0.01%	0.08%	0.17%	Q4 2018	Q3 2023	8
BEAM WEALTH ADVISORS, INC.	8	8	0.36%	0.93%	1.15%	Q4 2019	Q3 2021	8
Baldrige Asset Management LLC	8	8	0.02%	0.02%	0.02%	Q2 2021	Q1 2023	8
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	5	3	0.21%	0.34%	0.49%	Q4 2019	Q2 2023	8
Hexavest Inc.	7	1	0.00%	0.29%	0.73%	Q1 2015	Q3 2020	8
N.E.W. Advisory Services LLC	6	2	0.05%	0.06%	0.07%	Q3 2021	Q3 2023	8
MADDEN SECURITIES Corp	6	1	0.04%	0.21%	0.35%	Q4 2019	Q4 2022	8
Integrated Investment Consultants, LLC	7	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2018	8
Arkadios Wealth Advisors	8	8	0.02%	0.37%	0.94%	Q4 2019	Q3 2021	8
OPPENHEIMER ASSET MANAGEMENT INC.	7	1	0.02%	0.03%	0.04%	Q1 2017	Q4 2019	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.28%	0.36%	0.42%	Q4 2021	Q3 2023	8
BECK CAPITAL MANAGEMENT, LLC	5	1	0.06%	0.59%	0.89%	Q4 2013	Q4 2017	8
Anchor Investment Management, LLC	8	8	0.00%	0.00%	0.01%	Q1 2022	Q4 2023	8
Capital Square, LLC	8	8	1.84%	2.13%	2.73%	Q1 2020	Q4 2021	8
GUGGENHEIM CAPITAL LLC	4	1	0.04%	0.17%	0.44%	Q3 2013	Q1 2016	8
Investors Financial Group, LLC	8	8	0.34%	0.59%	0.69%	Q1 2020	Q4 2021	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.03%	0.07%	0.17%	Q4 2013	Q3 2015	8
Ridgewood Investments LLC	6	2	0.01%	0.13%	0.17%	Q3 2018	Q2 2023	8
1ST SOURCE BANK	8	8	0.16%	0.19%	0.29%	Q2 2013	Q1 2015	8
Kavar Capital Partners, LLC	3	1	0.05%	0.07%	0.12%	Q4 2013	Q2 2019	8
CITY NATIONAL BANK	5	3	0.00%	0.01%	0.01%	Q2 2013	Q3 2015	8
Destiny Wealth Partners, LLC	6	2	0.01%	0.01%	0.02%	Q4 2020	Q4 2022	8
Capstone Financial Advisors, Inc.	7	1	0.02%	0.02%	0.03%	Q4 2020	Q1 2023	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
Morton Capital Management LLC/CA	8	8	0.44%	0.50%	0.57%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.09%	0.11%	0.13%	Q4 2021	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.04%	0.09%	0.14%	Q4 2021	Q3 2023	8
Financial Sense Advisors, Inc.	3	1	0.09%	0.80%	4.74%	Q4 2014	Q3 2023	8
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	7	1	0.19%	0.24%	0.32%	Q2 2018	Q3 2023	8
Round Rock Advisors, LLC	8	8	0.11%	0.20%	0.33%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	0.16%	0.17%	0.20%	Q4 2021	Q3 2023	8
Long Pond Capital	3	2	0.88%	2.15%	4.43%	Q2 2018	Q2 2021	8
Stephens Consulting, LLC	8	8	0.04%	0.07%	0.10%	Q4 2021	Q3 2023	8
Gray Wealth Management Inc.	8	8	0.16%	0.73%	0.92%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.26%	0.34%	0.42%	Q4 2021	Q3 2023	8
Klingman & Associates, LLC	8	8	0.00%	0.04%	0.06%	Q4 2014	Q3 2016	8
BRADLEY FOSTER & SARGENT INC/CT	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
PACIFIC SUN FINANCIAL CORP	6	1	0.18%	0.19%	0.22%	Q3 2020	Q2 2023	8
TD Capital Management LLC	5	3	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	8
W ADVISORS, LLC	8	8	0.24%	0.25%	0.26%	Q4 2021	Q3 2023	8
Quantum Private Wealth, LLC	8	8	0.23%	0.28%	0.35%	Q4 2021	Q3 2023	8
TRUEWEALTH LLC	8	8	0.00%	0.00%	0.01%	Q3 2018	Q2 2020	8
Aptus Capital Advisors, LLC	6	2	0.01%	0.10%	0.19%	Q2 2019	Q3 2023	8
Smart Portfolios, LLC	3	2	0.35%	3.02%	4.95%	Q3 2014	Q3 2020	8
Fortitude Advisory Group L.L.C.	8	8	0.21%	0.31%	0.38%	Q4 2021	Q3 2023	8
Vontobel Holding Ltd.	8	8	0.01%	0.03%	0.06%	Q4 2021	Q3 2023	8
MinichMacGregor Wealth Management, LLC	5	1	0.01%	0.13%	0.30%	Q4 2015	Q4 2022	8
Powers Advisory Group, LLC	8	8	0.28%	0.30%	0.32%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	0.19%	0.22%	0.24%	Q4 2021	Q3 2023	8
Sterling Investment Counsel, LLC	8	8	0.36%	0.42%	0.47%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	1.62%	2.00%	2.38%	Q4 2021	Q3 2023	8
LOWERY THOMAS, LLC	8	8	1.94%	3.53%	4.63%	Q4 2021	Q3 2023	8
Fortune 45 LLC	8	8	2.76%	4.24%	6.51%	Q4 2021	Q3 2023	8
Jackson Wealth Management, LLC	5	3	0.60%	0.91%	1.34%	Q3 2017	Q4 2019	8
Hall Private Wealth Advisors	5	1	0.15%	0.57%	1.05%	Q4 2020	Q3 2023	8
Raleigh Capital Management Inc.	8	8	0.00%	0.01%	0.06%	Q4 2021	Q3 2023	8
Autumn Glory Partners, LLC	8	8	1.20%	1.68%	2.34%	Q4 2021	Q3 2023	8
EAGLE ROCK INVESTMENT COMPANY, LLC	8	8	0.11%	0.11%	0.12%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	2.37%	3.41%	6.61%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.02%	0.02%	0.02%	Q4 2020	Q3 2022	8
Keystone Wealth Services, LLC	8	8	0.21%	0.32%	0.42%	Q4 2021	Q3 2023	8
Kellett Wealth Advisors, LLC	8	8	0.50%	0.74%	2.03%	Q4 2021	Q3 2023	8
WEALTHSPAN PARTNERS, LLC	8	8	0.35%	0.38%	0.42%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.02%	0.04%	0.07%	Q4 2021	Q3 2023	8
DENVER WEALTH MANAGEMENT, INC.	6	1	0.42%	1.70%	8.51%	Q1 2021	Q3 2023	8
Pitti Group Wealth Management, LLC	8	8	0.33%	0.38%	0.44%	Q4 2021	Q3 2023	8
55I, LLC	6	2	0.01%	0.04%	0.20%	Q2 2020	Q3 2022	8
Echo45 Advisors LLC	8	8	4.82%	9.55%	12.10%	Q4 2021	Q3 2023	8
Allie Family Office LLC	8	8	0.56%	1.70%	4.17%	Q4 2021	Q3 2023	8
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	8	8	0.22%	0.89%	1.75%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	0.28%	0.30%	0.31%	Q4 2021	Q3 2023	8
TUDOR INVESTMENT CORP ET AL	3	1	0.00%	0.16%	1.23%	Q2 2016	Q3 2023	8
OLIVER LAGORE VANVALIN INVESTMENT GROUP	8	8	0.64%	3.18%	7.59%	Q4 2021	Q3 2023	8
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	8	8	0.01%	0.01%	0.02%	Q4 2019	Q3 2021	8
MKT Advisors LLC	8	8	9.59%	11.72%	12.94%	Q4 2021	Q3 2023	8
American Planning Services, Inc.	8	8	0.62%	7.53%	14.71%	Q4 2021	Q3 2023	8
Widmann Financial Services, Inc.	8	8	0.61%	0.78%	0.89%	Q4 2021	Q3 2023	8
Olympiad Research LP	5	3	0.12%	0.41%	0.97%	Q1 2020	Q2 2022	8
Melone Private Wealth, LLC	8	8	2.05%	3.83%	5.60%	Q4 2021	Q3 2023	8
PCG Wealth Advisors, LLC	8	8	0.18%	0.32%	0.45%	Q4 2021	Q3 2023	8
LFA - Lugano Financial Advisors SA	7	1	0.14%	0.18%	0.28%	Q4 2020	Q3 2023	8
Atlas Private Wealth Advisors	8	8	0.01%	0.19%	0.76%	Q2 2020	Q1 2022	8
Epic Trust Investment Advisors, LLC	8	8	2.08%	3.09%	4.43%	Q4 2021	Q3 2023	8
Heritage Investment Group, Inc.	8	8	0.32%	0.56%	1.00%	Q4 2021	Q3 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.32%	0.48%	1.00%	Q4 2021	Q3 2023	8
UMB Bank, n.a.	8	8	0.00%	0.00%	0.02%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.36%	0.66%	1.08%	Q4 2021	Q3 2023	8
Capula Management Ltd	3	3	0.16%	0.59%	1.24%	Q1 2022	Q3 2022	8
Amplius Wealth Advisors, LLC	8	8	1.22%	2.84%	6.14%	Q4 2021	Q3 2023	8
Collaborative Wealth Managment Inc.	6	1	0.25%	0.62%	1.36%	Q1 2021	Q3 2023	8
Atlantic Private Wealth, LLC	8	8	0.32%	0.34%	0.36%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.02%	0.02%	0.02%	Q3 2021	Q3 2023	8
Signature Financial Management, Inc.	7	7	0.14%	0.25%	0.45%	Q4 2013	Q2 2015	7
Strategies Wealth Advisors, LLC	4	3	0.15%	0.17%	0.20%	Q4 2021	Q3 2023	7
STOCK YARDS BANK & TRUST CO	6	1	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	7
Merit Financial Group, LLC	7	7	0.01%	0.03%	0.05%	Q1 2022	Q3 2023	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
Beacon Capital Management, LLC	7	7	7.79%	8.15%	9.26%	Q1 2022	Q3 2023	7
Rosenberg Matthew Hamilton	7	7	0.00%	0.00%	0.00%	Q3 2021	Q1 2023	7
Beaird Harris Wealth Management, LLC	5	2	0.00%	0.01%	0.04%	Q4 2021	Q3 2023	7
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4	3	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.04%	0.10%	0.16%	Q2 2013	Q4 2014	7
D. SCOTT NEAL, INC.	7	7	0.11%	0.16%	0.25%	Q1 2022	Q3 2023	7
Bensler, LLC	7	7	0.11%	0.12%	0.13%	Q1 2022	Q3 2023	7
WESPAC Advisors, LLC	6	1	0.24%	0.33%	0.42%	Q4 2016	Q4 2022	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	6	1	0.02%	0.03%	0.05%	Q4 2021	Q3 2023	7
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6	1	0.01%	0.03%	0.05%	Q3 2020	Q3 2023	7
Patriot Wealth Management, Inc.	7	7	0.09%	0.09%	0.10%	Q2 2017	Q4 2018	7
Athena Investment Management	7	7	0.27%	0.28%	0.30%	Q1 2022	Q3 2023	7
Rotella Capital Management, Inc.	7	7	0.92%	2.20%	4.33%	Q2 2013	Q4 2014	7
Quantinno Capital Management LP	7	7	0.06%	0.13%	0.25%	Q1 2022	Q3 2023	7
GROUP ONE TRADING, L.P.	4	1	0.00%	0.01%	0.04%	Q2 2020	Q3 2023	7
Visionary Wealth Advisors	7	7	0.05%	0.06%	0.08%	Q1 2022	Q3 2023	7
SAXON INTERESTS, INC.	7	7	0.19%	0.21%	0.23%	Q1 2022	Q3 2023	7
EPG Wealth Management LLC	5	2	0.12%	0.15%	0.18%	Q4 2019	Q4 2021	7
Narus Financial Partners, LLC	7	7	0.17%	0.22%	0.27%	Q1 2022	Q3 2023	7
Linker Capital Management Inc.	7	7	3.44%	3.60%	3.82%	Q4 2021	Q2 2023	7
ASSET ADVISORS CORP	7	7	0.00%	0.00%	0.00%	Q2 2014	Q4 2015	7
Geneva Advisors, LLC	7	7	0.01%	0.01%	0.01%	Q4 2015	Q2 2017	7
ATHERTON LANE ADVISERS, LLC	7	7	0.05%	0.05%	0.06%	Q2 2014	Q4 2015	7
Intellectus Partners, LLC	6	1	0.05%	0.05%	0.06%	Q2 2017	Q1 2019	7
ZEVENBERGEN CAPITAL INVESTMENTS LLC	4	3	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
America First Investment Advisors, LLC	7	7	0.01%	0.01%	0.01%	Q2 2013	Q4 2014	7
Foundations Investment Advisors, LLC	7	7	0.01%	0.05%	0.18%	Q1 2022	Q3 2023	7
Retirement Planning Co of New England, Inc.	7	7	0.15%	0.19%	0.22%	Q4 2021	Q2 2023	7
Placemark Investments, Inc.	7	7	0.01%	0.02%	0.03%	Q2 2013	Q4 2014	7
Horizon Investments, LLC	3	2	0.00%	5.65%	19.99%	Q2 2013	Q2 2023	7
Redwood Financial Network Corp	7	7	0.56%	0.76%	0.88%	Q1 2022	Q3 2023	7
Schonfeld Strategic Advisors LLC	3	1	0.00%	0.03%	0.13%	Q4 2016	Q2 2023	7
Balentine LLC	7	7	0.01%	0.01%	0.02%	Q2 2016	Q4 2017	7
Atria Wealth Solutions, Inc.	7	7	0.15%	0.18%	0.25%	Q1 2022	Q3 2023	7
Second Half Financial Partners, LLC	7	7	0.87%	1.48%	2.03%	Q1 2022	Q3 2023	7
Badgley Phelps Wealth Managers, LLC	7	7	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	7
Truadvice, LLC	7	7	0.18%	0.80%	3.66%	Q1 2022	Q3 2023	7
20/20 Capital Management, Inc.	7	7	0.14%	0.16%	0.18%	Q4 2019	Q2 2021	7
Edge Advisors, LLC	7	7	0.17%	0.21%	0.26%	Q4 2016	Q2 2018	7
Tyler-Stone Wealth Management	5	2	0.07%	0.13%	0.22%	Q4 2021	Q3 2023	7
HUTCHINSON CAPITAL MANAGEMENT/CA	7	7	0.08%	0.08%	0.09%	Q1 2022	Q3 2023	7
Winthrop Partners - WNY, LLC	7	7	0.03%	0.04%	0.04%	Q1 2018	Q3 2019	7
Greenfield Savings Bank	7	7	0.87%	0.98%	1.09%	Q2 2022	Q4 2023	7
Southland Equity Partners LLC	4	3	0.08%	0.09%	0.10%	Q4 2021	Q3 2023	7
1832 Asset Management L.P.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
L.M. KOHN & COMPANY	7	7	0.11%	0.15%	0.24%	Q1 2022	Q3 2023	7
Coastwise Capital Group, LLC	7	7	3.02%	3.42%	3.88%	Q1 2022	Q3 2023	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.02%	0.07%	0.12%	Q1 2022	Q3 2023	7
CAPITAL ADVISORS INC/OK	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
Intelligence Driven Advisers, LLC	7	7	0.08%	0.15%	0.18%	Q4 2018	Q2 2020	7
Main Management Fund Advisors LLC	7	7	6.42%	6.63%	6.93%	Q1 2021	Q3 2022	7
KG&L Capital Management,LLC	7	7	0.08%	0.14%	0.18%	Q1 2022	Q3 2023	7
BROADMARK ASSET MANAGEMENT LLC	3	1	13.72%	25.76%	48.03%	Q2 2016	Q4 2022	7
CFO4Life Group, LLC	7	7	0.13%	0.39%	0.52%	Q1 2017	Q3 2018	7
Renaissance Technologies	2	1	0.00%	0.00%	0.00%	Q4 2017	Q2 2022	7
Capital Asset Advisory Services LLC	7	7	0.10%	0.21%	0.29%	Q1 2020	Q3 2021	7
Prestige Wealth Management Group LLC	7	7	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	7
Karp Capital Management Corp	7	7	0.19%	0.28%	0.37%	Q3 2018	Q1 2020	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.03%	0.04%	0.04%	Q4 2017	Q3 2019	7
Front Row Advisors LLC	7	7	0.08%	0.10%	0.13%	Q1 2022	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.06%	0.07%	0.11%	Q1 2021	Q4 2022	7
COUNTRY CLUB BANK /GFN	7	7	0.11%	0.12%	0.12%	Q1 2022	Q3 2023	7
Octavia Wealth Advisors, LLC	7	7	0.05%	0.06%	0.06%	Q1 2022	Q3 2023	7
MYDA Advisors LLC	1	1	0.09%	3.14%	6.90%	Q2 2018	Q2 2023	7
Y-Intercept (Hong Kong) Ltd	5	1	0.02%	0.10%	0.26%	Q1 2021	Q2 2023	7
Peachtree Investment Advisors, Inc.	7	7	0.73%	0.82%	0.93%	Q4 2013	Q2 2015	7
FORTEM FINANCIAL GROUP, LLC	4	3	0.10%	0.14%	0.20%	Q2 2019	Q3 2021	7
Mosaic Family Wealth, LLC	7	7	0.00%	0.00%	0.00%	Q3 2017	Q1 2019	7
Financial Guidance Group, Inc.	7	7	0.37%	0.39%	0.43%	Q1 2022	Q3 2023	7
RATIONAL ADVISORS LLC	5	1	0.07%	0.15%	0.25%	Q1 2010	Q4 2020	7
Apella Capital, LLC	4	3	0.02%	0.03%	0.04%	Q1 2022	Q4 2023	7
Cedar Wealth Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2016	Q3 2017	7
NATIXIS ADVISORS, L.P.	5	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2023	7
Blue Trust, Inc.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Miramar Capital, LLC	5	1	0.34%	0.38%	0.51%	Q4 2020	Q1 2023	6
Perennial Investment Advisors, LLC	6	6	0.11%	0.44%	0.54%	Q3 2021	Q4 2022	6
COMERICA BANK	3	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	6
CHILTON CAPITAL MANAGEMENT LLC	3	3	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	6
CALIBER WEALTH MANAGEMENT, LLC	6	6	0.19%	0.20%	0.21%	Q2 2022	Q3 2023	6
Atlas Private Wealth Management, LLC	6	6	0.06%	0.13%	0.23%	Q4 2019	Q1 2021	6
WMS Partners, LLC	6	6	0.04%	0.06%	0.08%	Q2 2022	Q3 2023	6
PRUDENTIAL PLC	4	2	0.01%	0.05%	0.15%	Q4 2016	Q3 2023	6
Transamerica Financial Advisors, Inc.	5	1	0.00%	0.13%	0.42%	Q2 2013	Q1 2016	6
Courage Miller Partners, LLC	5	1	0.20%	0.21%	0.23%	Q4 2015	Q2 2017	6
MOULTON WEALTH MANAGEMENT, INC	5	1	0.52%	1.96%	4.83%	Q4 2019	Q2 2022	6
Gyon Technologies Capital Management, LP	6	6	0.12%	0.40%	1.05%	Q1 2021	Q2 2022	6
SAGE FINANCIAL GROUP INC	6	6	0.03%	0.03%	0.03%	Q2 2022	Q3 2023	6
Sassicaia Capital Advisers LLC	3	1	0.36%	1.93%	3.71%	Q4 2020	Q1 2023	6
MARINO, STRAM & ASSOCIATES LLC	6	6	0.04%	0.04%	0.05%	Q4 2017	Q1 2019	6
Mascoma Wealth Management LLC	6	6	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	6
EASTERN BANK	6	6	0.02%	0.03%	0.03%	Q3 2013	Q4 2014	6
BLUEFIN CAPITAL MANAGEMENT, LLC	2	1	0.06%	0.14%	0.23%	Q4 2020	Q2 2023	6
HOLLENCREST CAPITAL MANAGEMENT	6	6	0.05%	0.08%	0.20%	Q4 2019	Q1 2021	6
MONEY CONCEPTS CAPITAL CORP	4	2	0.00%	0.07%	0.12%	Q1 2022	Q3 2023	6
ALTFEST L J & CO INC	4	1	0.04%	0.14%	0.21%	Q4 2016	Q3 2022	6
BOSTON RESEARCH & MANAGEMENT INC	4	2	0.07%	0.07%	0.07%	Q1 2022	Q3 2023	6
ACCURATE INVESTMENT SOLUTIONS, INC.	5	1	0.01%	0.10%	0.18%	Q2 2017	Q4 2019	6
EVERGREEN CAPITAL MANAGEMENT LLC	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.06%	0.07%	0.08%	Q2 2022	Q3 2023	6
WOLVERINE ASSET MANAGEMENT LLC	4	1	0.00%	0.20%	0.88%	Q4 2017	Q3 2019	6
Bridgewater Advisors Inc.	6	6	0.04%	0.07%	0.11%	Q1 2021	Q2 2022	6
Clear Perspective Advisors, LLC	4	2	0.01%	0.08%	0.13%	Q3 2017	Q4 2021	6
EFG Asset Management (Americas) Corp.	6	6	0.02%	0.04%	0.18%	Q4 2013	Q1 2015	6
Brickley Wealth Management	6	6	0.23%	0.25%	0.27%	Q3 2018	Q4 2019	6
Checchi Capital Advisers, LLC	6	6	0.02%	0.03%	0.04%	Q2 2022	Q3 2023	6
FLC Capital Advisors	4	2	0.12%	0.13%	0.16%	Q4 2020	Q2 2022	6
Parisi Gray Wealth Management	5	1	0.15%	0.32%	0.61%	Q1 2022	Q3 2023	6
Coston, McIsaac & Partners	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
EDMOND DE ROTHSCHILD (SUISSE) S.A.	6	6	0.03%	0.36%	1.08%	Q2 2015	Q3 2016	6
Warwick Investment Management, Inc.	5	1	0.09%	0.10%	0.12%	Q1 2022	Q3 2023	6
Lehman Financial Resources, Inc.	3	3	0.05%	0.11%	0.16%	Q4 2012	Q3 2018	6
Intrepid Financial Planning Group LLC	6	6	0.85%	0.90%	0.95%	Q2 2022	Q3 2023	6
Clarus Wealth Advisors	5	1	0.00%	0.41%	0.84%	Q4 2017	Q1 2020	6
New Millennium Group LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Exchange Capital Management, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
BTG Pactual Global Asset Management Ltd	1	1	0.10%	0.73%	1.64%	Q4 2013	Q1 2022	6
Vigilare Wealth Management	5	1	0.27%	1.30%	5.25%	Q4 2019	Q4 2023	6
Cassady Schiller Wealth Management, LLC	4	2	0.10%	0.12%	0.14%	Q4 2021	Q3 2023	6
Chicago Partners Investment Group LLC	3	3	0.00%	0.01%	0.03%	Q1 2018	Q3 2023	6
Q3 Asset Management	3	1	4.76%	6.92%	9.80%	Q4 2017	Q4 2022	6
Innova Wealth Partners	6	6	0.16%	0.21%	0.24%	Q4 2020	Q1 2022	6
COBIZ WEALTH, LLC	6	6	0.06%	0.06%	0.06%	Q1 2018	Q2 2019	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.11%	0.14%	0.19%	Q4 2021	Q3 2023	6
Castleview Partners, LLC	5	1	0.00%	0.01%	0.02%	Q2 2021	Q1 2023	6
Koss-Olinger Consulting, LLC	3	3	0.12%	0.16%	0.20%	Q1 2021	Q3 2023	6
Paragon Wealth Strategies, LLC	2	1	0.01%	2.65%	8.12%	Q1 2018	Q4 2022	6
O'Dell Group, LLC	5	1	0.00%	0.00%	0.00%	Q3 2021	Q2 2023	6
STEWARD CAPITAL MANAGEMENT/	6	6	2.21%	8.88%	15.84%	Q2 2013	Q3 2014	6
Bangor Savings Bank	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.18%	0.19%	0.20%	Q4 2020	Q1 2022	6
Lebenthal Global Advisors, LLC	6	6	0.15%	0.68%	1.29%	Q4 2020	Q1 2022	6
Greystone Financial Group, LLC	6	6	0.10%	0.92%	1.99%	Q4 2020	Q1 2022	6
TIG Advisors, LLC	3	1	0.16%	0.37%	0.64%	Q2 2013	Q4 2014	6
Oxinas Partners Wealth Management LLC	6	6	0.21%	0.81%	1.20%	Q2 2022	Q3 2023	6
Lumature Wealth Partners, LLC	6	6	0.00%	0.00%	0.01%	Q1 2021	Q2 2022	6
B, B, H, & B INC.	6	6	0.26%	0.39%	0.46%	Q4 2020	Q1 2022	6
Cypress Capital Management LLC (WY)	6	6	0.02%	0.05%	0.09%	Q2 2017	Q3 2018	6
Lee Financial Co	6	6	0.01%	0.01%	0.01%	Q4 2016	Q1 2018	6
CM WEALTH ADVISORS LLC	6	6	4.53%	12.90%	19.74%	Q2 2022	Q3 2023	6
BRANDYWINE OAK PRIVATE WEALTH LLC	4	1	0.01%	0.02%	0.03%	Q4 2018	Q4 2022	6
Allianz Asset Management GmbH	2	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	6
Sunflower Bank, N.A.	6	6	0.05%	0.06%	0.06%	Q4 2020	Q1 2022	6
Personal Wealth Partners	5	1	0.06%	0.13%	0.25%	Q4 2018	Q2 2021	6
FundX Investment Group, LLC	3	1	2.96%	17.19%	28.22%	Q1 2017	Q1 2019	6
Ellevest, Inc.	6	6	0.01%	0.01%	0.01%	Q4 2018	Q1 2020	6
Integer Wealth Advisors Group LLC	6	6	0.40%	0.57%	0.67%	Q4 2019	Q1 2021	6
CVA Family Office, LLC	4	1	0.00%	0.16%	0.94%	Q1 2020	Q3 2022	6
Texas Yale Capital Corp.	3	1	0.01%	0.02%	0.02%	Q4 2014	Q4 2021	5
Smart Money Group LLC	3	2	0.37%	0.49%	0.76%	Q4 2018	Q2 2020	5
BANK OF NOVA SCOTIA TRUST CO	4	1	0.03%	0.03%	0.03%	Q1 2018	Q4 2019	5
Connectus Wealth, LLC	5	5	0.04%	0.05%	0.07%	Q3 2022	Q3 2023	5
Global Wealth Strategies & Associates	5	5	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	5
THOMPSON SIEGEL & WALMSLEY LLC	4	1	0.00%	0.00%	0.01%	Q1 2016	Q1 2018	5
Claraphi Advisory Network, LLC	4	1	0.04%	0.21%	0.27%	Q4 2018	Q1 2020	5
Balboa Wealth Partners	5	5	0.26%	0.51%	0.92%	Q3 2022	Q3 2023	5
Edmond de Rothschild (Europe)	5	5	0.08%	0.17%	0.23%	Q2 2015	Q2 2016	5
W.H. Cornerstone Investments Inc.	5	5	0.99%	1.06%	1.19%	Q3 2022	Q3 2023	5
Compass Wealth Management LLC	5	5	0.20%	0.21%	0.21%	Q4 2022	Q4 2023	5
Pinkerton Retirement Specialists, LLC	3	1	0.00%	2.07%	5.26%	Q4 2017	Q2 2023	5
Silicon Valley Capital Partners	5	5	0.09%	0.32%	1.18%	Q4 2018	Q4 2019	5
Three Peaks Capital Management, LLC	5	5	0.06%	0.14%	0.22%	Q2 2018	Q2 2019	5
Cedar Mountain Advisors, LLC	5	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	5
CPR Investments Inc.	3	2	0.72%	1.30%	2.53%	Q2 2022	Q3 2023	5
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	3	2	0.03%	0.03%	0.03%	Q1 2020	Q2 2021	5
Colonial River Wealth Management, LLC	3	2	0.18%	0.62%	1.00%	Q4 2020	Q1 2022	5
Jackson Hole Capital Partners, LLC	5	5	0.34%	0.36%	0.39%	Q3 2022	Q3 2023	5
SAGE PRIVATE WEALTH GROUP, LLC	5	5	0.01%	0.01%	0.01%	Q3 2021	Q3 2022	5
BKS ADVISORS, LLC	5	5	0.09%	0.10%	0.12%	Q1 2018	Q1 2019	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.00%	0.00%	0.00%	Q4 2016	Q4 2017	5
PATHSTONE FAMILY OFFICE, LLC	4	1	0.00%	0.01%	0.02%	Q1 2022	Q3 2023	5
TIAA, FSB	5	5	0.00%	0.00%	0.00%	Q2 2022	Q2 2023	5
ROMANO BROTHERS AND COMPANY	5	5	0.08%	0.09%	0.10%	Q3 2022	Q3 2023	5
BlackRock Investment Management, LLC	2	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2016	5
Walleye Capital LLC	2	2	0.03%	0.09%	0.22%	Q2 2023	Q3 2023	5
FIRST HORIZON CORP	4	1	0.00%	0.07%	0.33%	Q2 2013	Q2 2021	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	0.25%	0.39%	0.47%	Q1 2020	Q1 2021	5
MATHER GROUP, LLC.	2	1	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	5
HORIZON BANCORP INC /IN/	4	1	0.18%	0.29%	0.39%	Q4 2019	Q4 2022	5
One Capital Management, LLC	3	2	0.01%	0.02%	0.02%	Q4 2021	Q1 2023	5
Argentus Capital Management, LLC	5	5	0.01%	0.08%	0.30%	Q3 2015	Q3 2016	5
One River Asset Management, LLC	4	4	0.02%	0.40%	0.85%	Q4 2022	Q3 2023	5
CENTRAL BANK & TRUST CO	2	1	0.00%	0.01%	0.01%	Q2 2013	Q4 2020	5
RiverGlades Family Offices LLC	5	5	0.19%	0.22%	0.27%	Q1 2019	Q1 2020	5
ROMAN BUTLER FULLERTON & CO	5	5	0.74%	1.65%	3.09%	Q4 2018	Q4 2019	5
WOODMONT INVESTMENT COUNSEL LLC	4	1	0.01%	0.01%	0.01%	Q2 2015	Q3 2016	5
Landsberg, Bennett, & Dubbaneh LLC	5	5	0.08%	0.09%	0.11%	Q3 2020	Q3 2021	5
Kore Private Wealth LLC	3	2	0.00%	0.01%	0.01%	Q4 2018	Q2 2020	5
Argent Trust Co	3	2	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	5
Clean Yield Group	3	1	0.00%	0.00%	0.01%	Q1 2015	Q1 2017	5
Cribstone Capital Management, LLC	3	1	0.02%	0.03%	0.05%	Q1 2020	Q4 2022	5
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.00%	0.00%	0.00%	Q1 2018	Q1 2019	5
Jump Financial, LLC	4	1	0.61%	1.46%	2.93%	Q2 2021	Q3 2022	5
AMP Capital Investors Ltd	5	5	0.00%	0.01%	0.01%	Q1 2015	Q1 2016	5
Cordant, Inc.	5	5	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	5
WEALTHFRONT Corp	2	1	0.00%	0.01%	0.01%	Q4 2014	Q3 2017	5
DOLIVER ADVISORS, LP	2	1	0.08%	0.20%	0.48%	Q1 2019	Q2 2023	5
Day & Ennis, LLC	2	1	0.38%	0.51%	0.58%	Q4 2015	Q4 2017	5
Orgel Wealth Management, LLC	5	5	0.02%	0.03%	0.04%	Q1 2021	Q1 2022	5
SCHRODER INVESTMENT MANAGEMENT GROUP	3	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2022	5
STRATEGIC WEALTH MANAGEMENT INC	3	1	1.92%	3.96%	5.11%	Q3 2014	Q3 2020	5
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	4	1	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	5
Calamos Wealth Management LLC	3	2	0.02%	0.06%	0.10%	Q2 2019	Q3 2020	5
CIBC WORLD MARKETS CORP	2	1	0.04%	0.11%	0.23%	Q4 2015	Q1 2021	5
HOWARD CAPITAL MANAGEMENT	5	5	0.08%	0.14%	0.21%	Q1 2013	Q1 2014	5
GODSEY & GIBB, INC	3	2	0.14%	0.45%	1.03%	Q2 2022	Q3 2023	5
Beck Bode, LLC	3	1	0.01%	0.04%	0.06%	Q3 2020	Q3 2022	5
Intrua Financial, LLC	5	5	0.05%	0.10%	0.16%	Q2 2020	Q2 2021	5
BECK MACK & OLIVER LLC	5	5	0.01%	0.01%	0.01%	Q1 2020	Q1 2021	5
Stonehage Fleming Financial Services Holdings Ltd	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Auxano Advisors, LLC	5	5	0.45%	0.47%	0.51%	Q3 2022	Q3 2023	5
PETERSON WEALTH MANAGEMENT	5	5	0.40%	0.44%	0.52%	Q3 2022	Q3 2023	5
Hoxton Financial, Inc.	5	5	0.10%	0.10%	0.12%	Q1 2015	Q1 2016	5
Greenwich Investment Management, Inc.	3	2	0.20%	0.26%	0.31%	Q1 2020	Q1 2022	5
Meridian Wealth Partners, LLC	5	5	0.02%	0.02%	0.03%	Q1 2020	Q1 2021	5
DAVIS R M INC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
Lineweaver Wealth Advisors, LLC	5	5	0.10%	0.12%	0.15%	Q2 2021	Q2 2022	5
Total Clarity Wealth Management, Inc.	2	1	0.02%	0.04%	0.10%	Q4 2019	Q2 2022	5
Gupta Wealth Management LLC	5	5	0.06%	0.07%	0.07%	Q1 2015	Q1 2016	5
Strategic Asset Management, LLC	5	5	0.53%	0.70%	1.03%	Q3 2021	Q3 2022	5
Pointe Capital Management LLC	4	1	0.47%	0.94%	2.59%	Q4 2016	Q4 2020	5
ENZI WEALTH	5	5	0.31%	0.63%	1.01%	Q3 2022	Q3 2023	5
Wallington Asset Management, LLC	5	5	0.02%	0.03%	0.03%	Q4 2013	Q4 2014	5
Pinnacle Advisory Group, Inc.	5	5	0.01%	0.02%	0.02%	Q4 2016	Q4 2017	5
Accurate Wealth Management, LLC	4	1	0.03%	0.15%	0.20%	Q2 2021	Q4 2022	5
CoreCap Advisors, LLC	5	5	0.03%	0.08%	0.13%	Q4 2021	Q4 2022	5
Axiom Investment Management LLC	3	1	0.00%	0.11%	0.25%	Q4 2018	Q3 2022	5
Oxbow Advisors, LLC	2	1	0.10%	0.83%	2.54%	Q2 2013	Q1 2020	5
Biltmore Family Office, LLC	3	2	0.04%	0.04%	0.05%	Q4 2021	Q3 2023	5
Level Financial Advisors	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
American Trust	3	1	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	5
Midwest Professional Planners, LTD.	5	5	0.06%	0.70%	2.43%	Q4 2017	Q4 2018	5
TUCKER ASSET MANAGEMENT LLC	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
C2C Wealth Management, LLC	3	1	0.03%	0.04%	0.06%	Q4 2021	Q2 2023	5
Eagle Strategies LLC	5	5	0.07%	0.08%	0.12%	Q3 2022	Q3 2023	5
Crescent Capital Consulting, LLC	5	5	0.96%	1.05%	1.17%	Q4 2020	Q4 2021	5
First National Bank of South Miami	5	5	0.02%	0.02%	0.03%	Q4 2021	Q4 2022	5
Blackston Financial Advisory Group, LLC	5	5	0.21%	0.44%	0.51%	Q2 2022	Q2 2023	5
AXXCESS WEALTH MANAGEMENT, LLC	5	5	0.03%	0.05%	0.08%	Q4 2021	Q4 2022	5
KMS FINANCIAL SERVICES, INC	4	1	0.10%	0.19%	0.33%	Q2 2013	Q3 2014	5
Gerber Kawasaki Wealth & Investment Management	3	2	0.02%	0.03%	0.03%	Q1 2021	Q2 2022	5
CABANA LLC	4	1	0.04%	1.71%	8.08%	Q4 2017	Q1 2022	5
Morningstar Investment Services LLC	5	5	0.01%	0.02%	0.02%	Q3 2022	Q3 2023	5
Aprio Wealth Management, LLC	5	5	0.10%	0.11%	0.11%	Q3 2022	Q3 2023	5
Beaumont Financial Advisors, LLC	4	4	0.05%	0.06%	0.08%	Q4 2022	Q3 2023	4
1 NORTH WEALTH SERVICES LLC	2	2	2.14%	2.26%	2.51%	Q4 2018	Q4 2019	4
Almanack Investment Partners, LLC.	3	1	0.11%	0.41%	1.18%	Q2 2017	Q4 2018	4
Yellowstone Partners, LLC	3	1	0.08%	0.10%	0.11%	Q3 2015	Q3 2016	4
Copperwynd Financial, LLC	2	1	1.76%	2.16%	2.92%	Q4 2017	Q2 2019	4
Per Stirling Capital Management, LLC.	4	4	0.11%	0.20%	0.40%	Q4 2022	Q3 2023	4
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	4	4	2.26%	2.83%	3.38%	Q4 2021	Q3 2022	4
SG3 Management, LLC	3	1	0.07%	0.48%	1.66%	Q2 2018	Q1 2022	4
Harvest Fund Management Co., Ltd	3	1	0.03%	0.08%	0.24%	Q4 2017	Q1 2021	4
J.P. Turner & Co Capital Mnagement, LLC	4	4	0.79%	0.88%	0.98%	Q4 2014	Q3 2015	4
Independent Advisor Alliance	2	1	0.15%	0.50%	1.44%	Q1 2017	Q2 2021	4
Summit X, LLC	3	1	0.10%	0.14%	0.17%	Q1 2020	Q3 2023	4
Riggs Asset Managment Co. Inc.	2	1	0.01%	1.20%	4.56%	Q2 2020	Q3 2023	4
GeoWealth Management, LLC	3	1	0.01%	0.21%	0.69%	Q1 2022	Q3 2023	4
D L CARLSON INVESTMENT GROUP INC	4	4	0.11%	0.12%	0.13%	Q4 2022	Q3 2023	4
Sturgeon Ventures LLP	3	1	0.05%	0.33%	1.15%	Q4 2020	Q4 2022	4
Trilogy Capital Inc.	2	1	0.01%	0.41%	1.60%	Q2 2018	Q4 2021	4
Dynasty Wealth Management, LLC	4	4	0.31%	0.86%	1.34%	Q4 2017	Q3 2018	4
Tuttle Capital Management, LLC	2	1	0.08%	1.43%	3.14%	Q2 2017	Q4 2020	4
Strategic Family Wealth Counselors, L.L.C.	4	4	0.11%	0.12%	0.13%	Q4 2022	Q3 2023	4
Red Cedar Capital, LLC	4	4	0.00%	0.00%	0.00%	Q3 2021	Q2 2022	4
Cypress Capital, LLC	4	4	0.16%	0.17%	0.18%	Q3 2021	Q2 2022	4
Financial Services Advisory Inc	4	4	5.08%	7.81%	11.02%	Q4 2017	Q3 2018	4
D.B. Root & Company, LLC	4	4	0.12%	0.17%	0.20%	Q1 2021	Q4 2021	4
BBT Capital Management, LLC	4	4	0.30%	0.69%	1.33%	Q4 2013	Q3 2014	4
West Branch Capital LLC	4	4	0.01%	0.01%	0.01%	Q2 2021	Q1 2022	4
Waratah Capital Advisors Ltd.	1	1	0.98%	2.40%	6.10%	Q1 2018	Q4 2022	4
Wright Fund Management, LLC	4	4	0.93%	2.47%	4.91%	Q4 2022	Q3 2023	4
Camarda Financial Advisors, LLC	1	1	0.02%	2.18%	4.05%	Q2 2013	Q2 2023	4
ELLERSON GROUP INC /ADV	4	4	0.22%	0.24%	0.26%	Q4 2022	Q3 2023	4
Black Diamond Financial, LLC	4	4	0.06%	0.07%	0.07%	Q4 2022	Q3 2023	4
Crumly & Associates Inc.	4	4	2.28%	3.13%	4.94%	Q4 2022	Q3 2023	4
Strategic Investment Advisors / MI	2	2	0.03%	0.13%	0.31%	Q4 2018	Q3 2023	4
Wealthfront Advisers LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Shulman DeMeo Asset Management LLC	3	1	5.84%	6.07%	6.25%	Q3 2019	Q1 2021	4
Outlook Wealth Advisors, LLC	2	1	0.26%	0.92%	1.56%	Q4 2018	Q3 2021	4
Nalls Sherbakoff Group, LLC	3	1	0.01%	0.01%	0.01%	Q4 2018	Q3 2023	4
BHF Kleinwort Benson Group S.A.	4	4	0.00%	0.00%	0.00%	Q1 2014	Q4 2014	4
GUARDIAN CAPITAL ADVISORS LP	2	2	0.02%	0.05%	0.08%	Q2 2014	Q2 2023	4
Meristem Family Wealth, LLC	4	4	0.24%	0.28%	0.34%	Q2 2021	Q1 2022	4
Hanlon Investment Management, Inc.	2	2	0.02%	0.04%	0.05%	Q1 2019	Q2 2021	4
AT Bancorp	3	1	0.05%	0.10%	0.15%	Q2 2014	Q2 2016	4
Realta Investment Advisors	4	4	0.01%	0.02%	0.04%	Q1 2019	Q4 2019	4
Leelyn Smith, LLC	4	4	0.00%	0.00%	0.00%	Q3 2021	Q2 2022	4
Norinchukin Bank, The	4	4	3.57%	3.70%	3.84%	Q2 2013	Q1 2014	4
Meeder Advisory Services, Inc.	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
EXCHANGE TRADED CONCEPTS, LLC	2	1	0.00%	0.59%	2.25%	Q3 2021	Q2 2023	4
IMA Wealth, Inc.	4	4	0.01%	0.02%	0.03%	Q1 2020	Q4 2020	4
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	4	4	0.29%	0.43%	0.65%	Q4 2019	Q3 2020	4
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	2	1	0.00%	0.01%	0.03%	Q2 2014	Q4 2015	4
Lloyd Advisory Services, LLC.	3	1	0.00%	0.01%	0.01%	Q4 2019	Q1 2021	4
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC	4	4	0.07%	0.10%	0.12%	Q1 2018	Q4 2018	4
WNY Asset Management, LLC	4	4	0.07%	0.10%	0.16%	Q4 2022	Q3 2023	4
FSA Wealth Management LLC	3	1	0.02%	0.02%	0.03%	Q4 2019	Q4 2020	4
Tempus Wealth Planning, LLC	2	2	0.22%	0.32%	0.57%	Q3 2020	Q4 2021	4
BEACON TRUST CO	4	4	0.03%	0.03%	0.04%	Q4 2013	Q3 2014	4
Paul John Balson	4	4	1.36%	1.71%	2.38%	Q1 2020	Q4 2020	4
Veracity Capital LLC	4	4	0.01%	0.01%	0.01%	Q2 2020	Q1 2021	4
JACKSON SQUARE CAPITAL, LLC	4	4	0.01%	0.03%	0.06%	Q4 2019	Q3 2020	4
AM INVESTMENT STRATEGIES LLC	4	4	0.10%	0.10%	0.11%	Q4 2022	Q3 2023	4
Rockbridge Investment Management, LCC	4	4	0.03%	0.04%	0.04%	Q1 2021	Q4 2021	4
Boston Common Asset Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	4
CMG Global Holdings, LLC	4	4	0.52%	1.04%	1.49%	Q1 2021	Q4 2021	4
TCG Advisory Services, LLC	3	1	0.06%	0.08%	0.11%	Q3 2022	Q3 2023	4
Strategic Equity Management	4	4	2.87%	3.49%	4.21%	Q3 2022	Q2 2023	4
Alta Wealth Advisors LLC	4	4	0.24%	0.44%	0.88%	Q4 2022	Q3 2023	4
Stanford Investment Group, Inc.	4	4	0.01%	0.01%	0.01%	Q2 2015	Q1 2016	4
EXCELSIA, INC.	4	4	1.23%	1.39%	1.49%	Q2 2013	Q1 2014	4
Freed Investment Group	4	4	2.16%	4.60%	5.82%	Q4 2020	Q3 2021	4
Better Money Decisions, LLC	3	1	0.03%	0.03%	0.03%	Q1 2021	Q2 2022	4
FOUNDERS FINANCIAL SECURITIES LLC	2	1	0.13%	2.59%	5.59%	Q1 2016	Q1 2022	4
Fermata Advisors, LLC	4	4	0.10%	0.12%	0.15%	Q2 2021	Q1 2022	4
Optiver Holding B.V.	3	1	0.00%	0.03%	0.07%	Q3 2022	Q3 2023	4
Y.D. More Investments Ltd	4	4	0.04%	0.14%	0.41%	Q4 2022	Q3 2023	4
CAPITAL PERFORMANCE ADVISORS LLP	4	4	0.29%	0.30%	0.32%	Q4 2022	Q3 2023	4
Aspire Capital Advisors LLC	4	4	0.14%	0.18%	0.22%	Q4 2022	Q3 2023	4
Chemistry Wealth Management LLC	4	4	0.10%	0.12%	0.14%	Q4 2022	Q3 2023	4
TCM Advisors, LLC	3	1	0.00%	9.70%	25.09%	Q1 2022	Q1 2023	4
Key Client Fiduciary Advisors, LLC	4	4	0.43%	0.45%	0.49%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
KFG WEALTH MANAGEMENT, LLC	4	4	0.15%	0.20%	0.28%	Q4 2022	Q3 2023	4
Greenspring Advisors, LLC	4	4	0.06%	0.06%	0.06%	Q4 2021	Q3 2022	4
Asset Allocation Strategies LLC	4	4	0.92%	1.06%	1.44%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
ICA Group Wealth Management, LLC	4	4	0.14%	0.15%	0.17%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.02%	0.03%	0.05%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.05%	0.05%	0.05%	Q4 2022	Q3 2023	4
Hoxton Planning & Management, LLC	4	4	0.23%	0.26%	0.28%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.13%	0.14%	0.15%	Q4 2022	Q3 2023	4
RIA Advisory Group LLC	4	4	0.12%	0.40%	0.87%	Q4 2022	Q3 2023	4
Sharper & Granite LLC	4	4	0.72%	0.76%	0.83%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.73%	0.76%	0.82%	Q4 2022	Q3 2023	4
Gallacher Capital Management LLC	4	4	0.64%	0.68%	0.76%	Q4 2022	Q3 2023	4
TCP Asset Management, LLC	4	4	5.99%	6.25%	6.72%	Q4 2022	Q3 2023	4
Northern Financial Advisors Inc	4	4	5.37%	5.77%	6.55%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
Olistico Wealth, LLC	4	4	0.34%	0.38%	0.44%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
VitalStone Financial, LLC	4	4	0.01%	0.03%	0.04%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Arcadia Wealth Management, LLC	4	4	0.38%	0.40%	0.43%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.08%	0.21%	0.40%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.05%	0.06%	0.08%	Q4 2022	Q3 2023	4
LaSalle St. Investment Advisors, LLC	4	4	0.18%	0.19%	0.22%	Q4 2022	Q3 2023	4
Strait & Sound Wealth Management LLC	4	4	0.32%	0.36%	0.38%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	0.74%	0.76%	0.79%	Q4 2022	Q3 2023	4
Eaton Financial Holdings Company, LLC	4	4	0.58%	1.41%	1.77%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
Sutton Wealth Advisors Inc.	4	4	0.04%	0.04%	0.04%	Q4 2016	Q3 2017	4
Trellus Management Company, LLC	2	1	4.20%	18.78%	32.38%	Q2 2019	Q4 2022	4
OVERSEA-CHINESE BANKING Corp Ltd	4	4	0.15%	0.17%	0.19%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
FIRST NATIONAL TRUST CO	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
CHELSEA COUNSEL CO	4	4	0.49%	0.50%	0.52%	Q4 2022	Q3 2023	4
KANAWHA CAPITAL MANAGEMENT LLC	4	4	0.04%	0.05%	0.06%	Q2 2021	Q1 2022	4
CULLINAN ASSOCIATES INC	4	4	0.01%	0.07%	0.22%	Q4 2022	Q3 2023	4
Leucadia National	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Itau Unibanco Holding S.A.	2	1	0.00%	0.03%	0.07%	Q1 2022	Q2 2023	4
ST GERMAIN D J CO INC	3	1	0.00%	0.00%	0.01%	Q4 2022	Q4 2023	4
C M BIDWELL & ASSOCIATES LTD	4	4	0.20%	0.22%	0.27%	Q4 2017	Q3 2018	4
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	4	4	1.81%	4.42%	5.81%	Q1 2022	Q4 2022	4
WESBANCO BANK INC	2	2	0.01%	0.01%	0.01%	Q1 2019	Q4 2021	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	0.47%	0.59%	0.66%	Q2 2017	Q1 2018	4
ASHFORD CAPITAL MANAGEMENT INC	4	4	0.13%	0.31%	0.48%	Q3 2014	Q2 2015	4
WELLINGTON MANAGEMENT GROUP LLP	3	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2017	4
BOSTON FAMILY OFFICE LLC	4	4	0.08%	0.10%	0.12%	Q4 2017	Q3 2018	4
Grove Bank & Trust	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
Moss Adams Wealth Advisors LLC	4	4	0.37%	0.42%	0.55%	Q4 2022	Q3 2023	4
ADAMSBROWN WEALTH CONSULTANTS LLC	3	3	0.18%	0.22%	0.25%	Q4 2021	Q2 2022	3
Bell Rock Capital LLC	3	3	0.00%	0.00%	0.00%	Q3 2018	Q1 2019	3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	3	0.00%	0.02%	0.05%	Q1 2023	Q3 2023	3
Trail Ridge Investment Advisors, LLC	3	3	0.15%	0.15%	0.15%	Q4 2021	Q2 2022	3
Wealthsimple US, Ltd.	3	3	0.19%	0.20%	0.23%	Q4 2019	Q2 2020	3
Aveo Capital Partners, LLC	2	1	0.06%	0.25%	0.50%	Q4 2016	Q1 2023	3
TIEMANN INVESTMENT ADVISORS, LLC	3	3	0.15%	0.15%	0.16%	Q4 2021	Q2 2022	3
Gallagher Fiduciary Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Morton Brown Family Wealth, LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Virtue Capital Management, LLC	3	3	0.10%	0.14%	0.17%	Q4 2017	Q2 2018	3
Advocacy Wealth Management Services, LLC	3	3	0.00%	0.00%	0.00%	Q2 2016	Q4 2016	3
Antonetti Capital Management LLC	3	3	0.08%	0.18%	0.23%	Q2 2013	Q4 2013	3
Sequoia Wealth Management, LLC	2	1	0.17%	0.21%	0.23%	Q4 2017	Q3 2018	3
Poehling Capital Management, INC.	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
Solidarity Wealth, LLC	2	1	0.68%	0.78%	0.93%	Q3 2022	Q2 2023	3
PEOPLES FINANCIAL SERVICES CORP.	3	3	0.01%	0.01%	0.01%	Q4 2013	Q2 2014	3
BlackDiamond Wealth Management, LLC	3	3	0.21%	0.23%	0.25%	Q1 2023	Q3 2023	3
Guild Investment Management, Inc.	1	1	2.71%	12.70%	17.99%	Q1 2012	Q3 2018	3
SPRING CAPITAL MANAGEMENT, LLC	3	3	0.64%	0.73%	0.90%	Q4 2021	Q2 2022	3
HBW ADVISORY SERVICES LLC	3	3	0.16%	0.61%	0.86%	Q2 2022	Q4 2022	3
Baltimore-Washington Financial Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q4 2013	Q2 2014	3
Sepio Capital, LP	3	3	0.03%	0.07%	0.09%	Q2 2021	Q4 2021	3
NorthCrest Asset Manangement, LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
1919 Investment Counsel, LLC	3	3	0.00%	0.00%	0.00%	Q1 2014	Q3 2014	3
Signature Wealth Management Group	3	3	0.03%	0.03%	0.03%	Q4 2017	Q2 2018	3
Portfolio Solutions, LLC	2	1	0.00%	0.01%	0.03%	Q1 2017	Q1 2021	3
Coppell Advisory Solutions LLC	2	1	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	3
Spring Creek Investment Management, LLC	3	3	3.70%	4.71%	6.24%	Q1 2021	Q3 2021	3
Aviance Capital Partners, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Sterling Capital Management LLC	2	1	0.00%	0.00%	0.01%	Q1 2018	Q2 2019	3
Salomon & Ludwin, LLC	3	3	0.01%	0.01%	0.01%	Q2 2019	Q4 2019	3
SPRING CREEK CAPITAL LLC	3	3	0.07%	0.14%	0.20%	Q2 2018	Q4 2018	3
DELTA ASSET MANAGEMENT LLC/TN	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
FNY Investment Advisers, LLC	1	1	0.01%	0.11%	0.24%	Q2 2018	Q3 2022	3
TOTAL INVESTMENT MANAGEMENT INC	3	3	7.14%	8.50%	9.93%	Q1 2023	Q3 2023	3
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.00%	0.18%	0.34%	Q1 2017	Q4 2022	3
Powell Investment Advisors, LLC	3	3	0.11%	0.13%	0.15%	Q1 2023	Q3 2023	3
Planning Solutions Group LLC	3	3	0.20%	0.21%	0.21%	Q4 2018	Q2 2019	3
OLD MISSION CAPITAL LLC	2	1	0.06%	0.07%	0.08%	Q4 2017	Q3 2022	3
WJ Wealth Management, LLC	3	3	0.22%	1.33%	3.46%	Q3 2021	Q1 2022	3
Russell Investments Group, Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
ROCKLAND TRUST CO	2	1	0.01%	0.04%	0.05%	Q1 2015	Q1 2023	3
Fortis Group Advisors, LLC	2	1	0.01%	0.50%	1.48%	Q3 2020	Q3 2023	3
NWI MANAGEMENT LP	3	3	0.25%	0.29%	0.33%	Q4 2019	Q2 2020	3
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2	1	0.02%	0.05%	0.11%	Q2 2015	Q3 2021	3
BREITER CAPITAL MANAGEMENT INC	2	1	0.63%	0.69%	0.80%	Q4 2017	Q1 2019	3
WEBSTER BANK, N. A.	3	3	0.03%	0.03%	0.03%	Q3 2013	Q1 2014	3
Schonfeld Group Holdings LLC	2	1	0.09%	0.81%	2.19%	Q4 2013	Q1 2015	3
PVG Asset Management	3	3	0.08%	1.73%	4.01%	Q4 2014	Q2 2015	3
FIDUCIARY TRUST INTERNATIONAL LLC	3	3	0.53%	0.71%	0.91%	Q2 2013	Q4 2013	3
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
WESTWOOD HOLDINGS GROUP INC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2023	3
Laird Norton Wetherby Trust Company, LLC	3	3	0.03%	0.03%	0.03%	Q3 2021	Q1 2022	3
SEARLE & CO.	3	3	0.05%	0.05%	0.05%	Q4 2014	Q2 2015	3
Gibson Capital, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Tennessee Valley Asset Management Partners	3	3	0.13%	0.16%	0.20%	Q3 2020	Q1 2021	3
Moloney Securities Asset Management, LLC	3	3	0.06%	0.07%	0.08%	Q1 2023	Q3 2023	3
COWEN AND COMPANY, LLC	3	3	0.05%	0.09%	0.12%	Q4 2021	Q2 2022	3
Kingfisher Capital LLC	3	3	0.21%	0.47%	0.61%	Q2 2016	Q4 2016	3
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	3	3	0.02%	0.02%	0.03%	Q2 2017	Q4 2017	3
Summit Trail Advisors, LLC	3	3	0.07%	0.09%	0.10%	Q2 2018	Q4 2018	3
Context Capital Management, LLC	3	3	1.55%	2.24%	2.90%	Q4 2014	Q2 2015	3
FNY Managed Accounts LLC	1	1	0.01%	0.04%	0.06%	Q3 2015	Q3 2017	3
KING LUTHER CAPITAL MANAGEMENT CORP	2	1	0.00%	0.00%	0.01%	Q2 2021	Q3 2022	3
Blue Edge Capital, LLC	3	3	0.49%	0.55%	0.58%	Q4 2020	Q2 2021	3
Granite Point Capital Management, L.P.	3	3	4.72%	9.93%	16.31%	Q2 2018	Q4 2018	3
Caption Management, LLC	1	1	0.07%	0.56%	1.24%	Q2 2018	Q1 2020	3
Halpern Financial, Inc.	2	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	3
SlateStone Wealth, LLC	2	1	0.05%	0.06%	0.06%	Q1 2019	Q4 2019	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
GRANDFIELD & DODD, LLC	3	3	0.04%	0.04%	0.05%	Q4 2020	Q2 2021	3
AlphaCore Capital LLC	2	1	0.00%	0.02%	0.04%	Q1 2020	Q3 2023	3
Financial Advisors, LLC	3	3	0.06%	0.06%	0.07%	Q3 2022	Q1 2023	3
Centennial Wealth Advisory LLC	3	3	0.41%	0.74%	1.38%	Q4 2020	Q2 2021	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.09%	0.10%	0.10%	Q1 2023	Q3 2023	3
Portfolio Strategies Inc	1	1	1.23%	2.76%	4.91%	Q1 2014	Q1 2017	3
GTS SECURITIES LLC	1	1	0.05%	0.10%	0.14%	Q3 2023	Q3 2023	3
Pine Valley Investments Ltd Liability Co	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	3	3	0.15%	0.44%	0.60%	Q1 2023	Q3 2023	3
Darwin Wealth Management, LLC	2	1	0.04%	0.04%	0.04%	Q1 2020	Q3 2021	3
Redhawk Wealth Advisors, Inc.	2	1	0.06%	0.10%	0.15%	Q3 2020	Q1 2022	3
Marmo Financial Group, LLC	3	3	0.20%	0.20%	0.20%	Q1 2023	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.05%	0.10%	0.17%	Q4 2022	Q3 2023	3
Cassaday & Co Wealth Management LLC	2	1	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	3
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	3	3	0.24%	0.26%	0.28%	Q4 2018	Q2 2019	3
Karpus Management, Inc.	3	3	0.09%	1.78%	2.90%	Q2 2013	Q4 2013	3
MITCHELL MCLEOD PUGH & WILLIAMS INC	3	3	0.08%	0.08%	0.09%	Q1 2021	Q3 2021	3
Weiss Multi-Strategy Advisers LLC	3	3	0.42%	0.46%	0.51%	Q1 2014	Q3 2014	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
RFP Financial Group LLC	2	1	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Richard C. Young & CO., LTD.	3	3	8.09%	8.50%	9.13%	Q2 2013	Q4 2013	3
FSM Wealth Advisors, LLC	3	3	0.75%	0.88%	1.13%	Q1 2023	Q3 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	3
Retireful, LLC	1	1	0.32%	3.53%	9.86%	Q1 2022	Q2 2023	3
JOYN Advisors, Inc.	3	3	0.02%	0.02%	0.02%	Q2 2018	Q4 2018	3
KARLINSKI ANDREW C	3	3	0.11%	0.13%	0.16%	Q1 2022	Q3 2022	3
WESTON CAPITAL MANAGEMENT INC	3	3	22.78%	23.01%	23.18%	Q2 2013	Q4 2013	3
BLUESTEIN R H & CO LLC	2	1	0.02%	0.03%	0.05%	Q2 2013	Q2 2019	3
Pinz Capital Management, LP	1	1	0.16%	0.37%	0.52%	Q1 2021	Q3 2022	3
Community Bank, N.A.	3	3	0.00%	0.01%	0.01%	Q4 2015	Q2 2016	3
Brightworth	3	3	0.05%	0.05%	0.05%	Q3 2017	Q1 2018	3
Addison Capital Co	2	1	0.61%	0.93%	1.09%	Q4 2017	Q4 2018	3
Sargent Investment Group, LLC	3	3	0.96%	1.04%	1.15%	Q4 2018	Q2 2019	3
Forum Financial Management, LP	2	1	0.01%	0.02%	0.03%	Q4 2022	Q3 2023	3
Gryphon Financial Partners LLC	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Ballew Advisors, Inc	3	3	0.11%	0.14%	0.17%	Q1 2018	Q3 2018	3
Fiduciary Planning LLC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
JFG Wealth Management, LLC	1	1	0.11%	0.16%	0.21%	Q4 2020	Q1 2022	2
BTS Asset Management, Inc.	1	1	1.59%	2.12%	2.64%	Q3 2017	Q4 2022	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Kerntke Otto McGlone Wealth Management Group	2	2	0.23%	0.28%	0.33%	Q2 2020	Q3 2020	2
Consolidated Planning Corp	2	2	0.11%	0.13%	0.14%	Q2 2023	Q3 2023	2
Danda Trouve Investment Management, Inc.	2	2	0.06%	0.07%	0.08%	Q4 2019	Q1 2020	2
Longer Investments Inc.	2	2	0.36%	7.04%	13.72%	Q4 2015	Q1 2016	2
NorthRock Partners, LLC	1	1	0.01%	0.05%	0.10%	Q1 2019	Q4 2019	2
HIGHFIELDS CAPITAL MANAGEMENT LP	2	2	0.36%	0.36%	0.36%	Q4 2015	Q1 2016	2
Signet Investment Advisory Group, Inc.	1	1	0.03%	0.04%	0.04%	Q4 2018	Q4 2020	2
HOWLAND CAPITAL MANAGEMENT LLC	2	2	0.02%	0.03%	0.03%	Q2 2022	Q3 2022	2
Davis Capital Management	2	2	0.02%	0.02%	0.02%	Q1 2020	Q2 2020	2
Allred Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	2
Aaron Wealth Advisors LLC	2	2	0.04%	0.05%	0.05%	Q2 2023	Q3 2023	2
Sonora Investment Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
MONECO Advisors, LLC	2	2	0.10%	0.11%	0.12%	Q1 2023	Q2 2023	2
K.J. Harrison & Partners Inc	2	2	0.18%	0.22%	0.26%	Q1 2021	Q2 2021	2
MACQUARIE GROUP LTD	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Summit Financial, LLC	2	2	0.02%	0.04%	0.05%	Q2 2023	Q3 2023	2
Onyx Bridge Wealth Group LLC	2	2	0.27%	0.27%	0.28%	Q2 2023	Q3 2023	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.01%	0.01%	0.02%	Q1 2021	Q2 2021	2
New England Investment & Retirement Group, Inc.	2	2	1.40%	1.65%	1.90%	Q3 2015	Q4 2015	2
GoalVest Advisory LLC	2	2	0.00%	0.00%	0.00%	Q3 2023	Q4 2023	2
PORTOLA GROUP INC /CA	2	2	0.47%	0.64%	0.82%	Q4 2013	Q1 2014	2
Tradeworx Inc.	2	2	0.13%	0.26%	0.39%	Q2 2013	Q3 2013	2
NOVARE CAPITAL MANAGEMENT LLC	2	2	0.04%	0.04%	0.04%	Q1 2022	Q2 2022	2
Aureus Asset Management, LLC	2	2	0.06%	0.06%	0.06%	Q3 2016	Q4 2016	2
Alera Investment Advisors, LLC	2	2	0.07%	0.08%	0.08%	Q4 2018	Q1 2019	2
Farmers National Bank	2	2	0.14%	0.21%	0.27%	Q1 2019	Q2 2019	2
Golden State Equity Partners	2	2	0.08%	0.09%	0.10%	Q2 2023	Q3 2023	2
DeGreen Capital Management LLC	1	1	12.66%	12.82%	12.99%	Q4 2013	Q4 2015	2
Leith Wheeler Investment Counsel Ltd.	2	2	0.05%	0.06%	0.06%	Q3 2019	Q4 2019	2
Beacon Pointe Wealth Advisors, LLC	2	2	0.08%	0.09%	0.09%	Q3 2019	Q4 2019	2
Curi Wealth Management, LLC	2	2	0.11%	0.12%	0.12%	Q3 2022	Q4 2022	2
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.01%	0.04%	0.06%	Q4 2020	Q3 2022	2
WCG Wealth Advisors LLC	2	2	0.04%	0.06%	0.08%	Q2 2022	Q3 2022	2
Principle Wealth Partners LLC	1	1	0.02%	0.04%	0.06%	Q4 2019	Q2 2020	2
CHILTON INVESTMENT CO INC.	2	2	0.02%	0.02%	0.02%	Q3 2021	Q4 2021	2
Stewardship Financial Advisors, LLC	2	2	0.07%	0.07%	0.08%	Q4 2020	Q1 2021	2
Atom Investors LP	2	2	0.57%	0.96%	1.36%	Q2 2021	Q3 2021	2
Systelligence, LLC	2	2	1.36%	1.63%	1.90%	Q4 2020	Q1 2021	2
Smith & Howard Wealth Management, LLC	2	2	1.37%	1.44%	1.52%	Q4 2017	Q1 2018	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
Litman Gregory Wealth Management LLC	1	1	7.71%	8.38%	9.05%	Q2 2013	Q1 2014	2
Thomasville National Bank	2	2	0.04%	0.04%	0.04%	Q1 2017	Q2 2017	2
ShankerValleau Wealth Advisors, Inc.	2	2	0.13%	0.13%	0.13%	Q2 2023	Q3 2023	2
Wedmont Private Capital	2	2	0.04%	0.05%	0.05%	Q2 2023	Q3 2023	2
Evergreen Wealth Solutions, LLC	2	2	0.25%	0.25%	0.26%	Q4 2021	Q1 2022	2
Waypoint Capital Advisors, LLC	2	2	0.09%	0.09%	0.10%	Q2 2022	Q3 2022	2
Waterloo Capital, L.P.	1	1	0.61%	0.85%	1.09%	Q1 2020	Q1 2023	2
Ford Financial Group, LLC	1	1	0.00%	0.01%	0.01%	Q2 2021	Q4 2021	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.39%	0.42%	0.46%	Q4 2021	Q1 2022	2
BCR Wealth Strategies, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
RETIREMENT INCOME SOLUTIONS, INC	2	2	0.09%	0.09%	0.09%	Q4 2021	Q1 2022	2
Whitnell & Co.	2	2	0.15%	0.15%	0.15%	Q2 2013	Q3 2013	2
Lenox Wealth Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q4 2017	Q2 2020	2
RESOLUTE FINANCIAL, LLC	2	2	0.36%	0.36%	0.37%	Q2 2022	Q3 2022	2
Headlands Technologies LLC	1	1	0.12%	0.33%	0.54%	Q4 2022	Q3 2023	2
LVZ, Inc.	2	2	0.03%	0.03%	0.03%	Q4 2022	Q1 2023	2
GREENUP STREET WEALTH MANAGEMENT LLC	1	1	0.52%	1.08%	1.64%	Q4 2022	Q2 2023	2
Holistic Financial Partners	2	2	0.00%	0.00%	0.00%	Q4 2017	Q1 2018	2
ARDSLEY ADVISORY PARTNERS LP	1	1	2.17%	5.98%	9.80%	Q3 2016	Q3 2018	2
Polaris Wealth Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	2
BARINGS LLC	2	2	0.28%	0.44%	0.59%	Q4 2021	Q1 2022	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
MRA Associates USA LLC	2	2	0.04%	0.06%	0.08%	Q1 2019	Q2 2019	2
Herr Investment Group LLC	1	1	9.10%	19.49%	29.88%	Q4 2022	Q2 2023	2
West Wealth Group, LLC	2	2	0.08%	0.09%	0.10%	Q4 2021	Q1 2022	2
Kingsbury Capital Investment Advisors LLC	2	2	0.25%	0.26%	0.28%	Q1 2022	Q2 2022	2
CMT TRADING LLC	1	1	1.86%	2.30%	2.74%	Q4 2014	Q2 2015	2
SPX Gestao de Recursos Ltda	2	2	0.32%	0.84%	1.35%	Q1 2022	Q2 2022	2
Fluent Financial, LLC	2	2	0.27%	0.28%	0.29%	Q3 2018	Q4 2018	2
BIP Wealth, LLC	2	2	0.03%	0.04%	0.04%	Q2 2023	Q3 2023	2
Detwiler Fenton Investment Management LLC	2	2	0.32%	0.45%	0.58%	Q3 2014	Q4 2014	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
Strategic Vision Investment Ltd	2	2	7.19%	10.03%	12.86%	Q4 2022	Q1 2023	2
Global Assets Advisory, LLC	2	2	0.19%	0.20%	0.20%	Q2 2023	Q3 2023	2
NIPPON LIFE INSURANCE CO	2	2	2.26%	2.29%	2.32%	Q1 2020	Q2 2020	2
Bruderman Asset Management, LLC	2	2	0.01%	0.02%	0.02%	Q4 2018	Q1 2019	2
Dunhill Financial, LLC	2	2	0.08%	0.11%	0.13%	Q2 2023	Q3 2023	2
Appaloosa Management	2	2	2.15%	2.28%	2.40%	Q2 2013	Q3 2013	2
WPWealth LLP	2	2	0.18%	0.20%	0.21%	Q2 2023	Q3 2023	2
Axim Planning & Wealth	2	2	0.05%	0.05%	0.06%	Q2 2022	Q3 2022	2
FRONTIER INVESTMENT MGMT CO	2	2	0.02%	0.02%	0.02%	Q1 2020	Q2 2020	2
Garda Capital Partners LP	1	1	0.14%	0.43%	0.71%	Q4 2022	Q2 2023	2
Fortis Capital Advisors, LLC	2	2	0.02%	0.03%	0.05%	Q4 2022	Q1 2023	2
Genesis Wealth Advisors, LLC	2	2	0.06%	0.07%	0.07%	Q4 2014	Q1 2015	2
Close Asset Management Ltd	2	2	0.12%	0.12%	0.12%	Q1 2021	Q2 2021	2
Fortune Financial Advisors, LLC	2	2	0.90%	0.91%	0.92%	Q2 2023	Q3 2023	2
WAFRA INC.	2	2	0.92%	0.95%	0.99%	Q3 2014	Q4 2014	2
Man Group plc	2	2	0.00%	0.01%	0.01%	Q1 2023	Q2 2023	2
GREAT WEST LIFE ASSURANCE CO /CAN/	2	2	0.00%	0.00%	0.00%	Q2 2014	Q3 2014	2
Heritage Wealth Partners, LLC	2	2	0.59%	2.92%	5.25%	Q2 2023	Q3 2023	2
HM PAYSON & CO	1	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.12%	0.12%	0.13%	Q4 2022	Q1 2023	2
West Tower Group, LLC	2	2	0.06%	0.12%	0.18%	Q2 2023	Q3 2023	2
Prostatis Group LLC	2	2	5.34%	5.35%	5.36%	Q1 2023	Q2 2023	2
25 LLC	2	2	0.03%	0.03%	0.04%	Q1 2023	Q2 2023	2
Buck Wealth Strategies, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
ORG Partners LLC	2	2	0.01%	0.01%	0.01%	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	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.07%	0.07%	0.07%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.16%	0.22%	0.29%	Q2 2023	Q3 2023	2
SYKON CAPITAL LLC	2	2	3.45%	3.92%	4.39%	Q2 2023	Q3 2023	2
Prosperity Wealth Management, Inc.	2	2	0.68%	1.50%	2.32%	Q4 2022	Q1 2023	2
CGC Financial Services, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
IAMS WEALTH MANAGEMENT, LLC	1	1	0.67%	0.70%	0.73%	Q4 2022	Q3 2023	2
Peoples Bank/KS	2	2	0.79%	0.81%	0.83%	Q3 2023	Q4 2023	2
Ziegler Capital Management, LLC	2	2	0.01%	0.01%	0.01%	Q1 2020	Q2 2020	2
DSC Advisors, L.P.	1	1	0.05%	0.14%	0.23%	Q4 2013	Q4 2014	2
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.06%	0.07%	0.08%	Q1 2022	Q4 2022	2
Black Swift Group, LLC	2	2	0.03%	0.04%	0.06%	Q4 2020	Q1 2021	2
TRUSTCO BANK CORP N Y	2	2	0.22%	0.23%	0.23%	Q2 2023	Q3 2023	2
RITHOLTZ WEALTH MANAGEMENT	1	1	0.01%	0.03%	0.05%	Q1 2019	Q2 2021	2
PagnatoKarp Partners LLC	1	1	0.09%	0.20%	0.31%	Q4 2016	Q1 2018	2
Whetstone Capital Advisors, LLC	2	2	6.95%	7.00%	7.05%	Q2 2018	Q3 2018	2
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	2	2	0.90%	0.91%	0.93%	Q2 2018	Q3 2018	2
NVWM, LLC	2	2	0.02%	0.02%	0.02%	Q3 2021	Q4 2021	2
Venturi Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	2
Lloyds Banking Group plc	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Rain Capital Management, LLC	2	2	0.16%	0.16%	0.16%	Q3 2019	Q4 2019	2
Shepherd Financial Partners LLC	2	2	0.05%	0.05%	0.05%	Q2 2018	Q3 2018	2
NIEMANN CAPITAL MANAGEMENT INC	2	2	4.03%	6.56%	9.09%	Q4 2018	Q1 2019	2
EQUITEC PROPRIETARY MARKETS, LLC	1	1	0.91%	1.09%	1.28%	Q4 2020	Q4 2021	2
STEELHEAD PARTNERS LLC	2	2	0.00%	0.08%	0.15%	Q3 2013	Q4 2013	2
Allegis Investment Advisors, LLC	1	1	0.00%	0.07%	0.15%	Q4 2015	Q1 2018	2
HOWARD HUGHES MEDICAL INSTITUTE	2	2	0.02%	0.03%	0.03%	Q3 2013	Q4 2013	2
AFFINITY WEALTH MANAGEMENT LLC	2	2	2.08%	2.30%	2.53%	Q4 2016	Q1 2017	2
BAIRD ROBERT W & CO INC /WI/	2	2	0.01%	0.02%	0.03%	Q4 2014	Q1 2015	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.01%	0.01%	0.01%	Q4 2014	Q1 2015	2
FIRST NEW YORK SECURITIES LLC /NY	1	1	0.04%	0.04%	0.04%	Q3 2014	Q3 2016	2
INTEGRATED WEALTH COUNSEL, LLC	2	2	0.08%	0.08%	0.09%	Q3 2016	Q4 2016	2
ADVENT CAPITAL MANAGEMENT /DE/	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
PDS Planning, Inc	1	1	0.03%	0.03%	0.04%	Q1 2022	Q2 2023	2
Dakota Wealth Management	1	1	0.00%	0.04%	0.09%	Q2 2020	Q2 2020	2
ADVISORS MANAGEMENT GROUP INC /ADV	2	2	1.27%	1.28%	1.29%	Q2 2023	Q3 2023	2
BBVA USA	2	2	0.04%	0.04%	0.04%	Q2 2021	Q3 2021	2
FUKOKU MUTUAL LIFE INSURANCE Co	2	2	0.09%	0.16%	0.23%	Q2 2020	Q3 2020	2
LEVEL FOUR FINANCIAL, LLC	2	2	0.10%	0.10%	0.11%	Q2 2021	Q3 2021	2
STERNE AGEE GROUP, INC.	2	2	0.09%	0.11%	0.13%	Q2 2013	Q3 2013	2
Savior LLC	1	1	0.00%	0.00%	0.01%	Q2 2020	Q2 2021	2
Hubbell Strickland Wealth Management, LLC	2	2	0.13%	0.14%	0.15%	Q2 2023	Q3 2023	2
Marcum Wealth, LLC	2	2	0.04%	0.05%	0.05%	Q3 2021	Q4 2021	2
Professional Financial Advisors, LLC	1	1	0.68%	0.68%	0.69%	Q2 2022	Q4 2022	2
Salient Capital Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q4 2016	Q1 2017	2
BLUE SQUARE ASSET MANAGEMENT, LLC	2	2	0.18%	0.18%	0.18%	Q2 2023	Q3 2023	2
Allston Trading LLC	2	2	43.08%	51.42%	59.75%	Q4 2013	Q1 2014	2
Meridian Wealth Advisors, LLC	1	1	0.02%	0.06%	0.11%	Q4 2018	Q2 2020	2
Symphony Financial, Ltd. Co.	2	2	0.18%	0.18%	0.18%	Q1 2020	Q2 2020	2
K2 PRINCIPAL FUND, L.P.	1	1	2.08%	3.12%	4.16%	Q1 2020	Q1 2020	2
Lumina Fund Management LLC	2	2	0.93%	0.94%	0.94%	Q4 2021	Q1 2022	2
AXS Investments LLC	1	1	0.22%	0.42%	0.63%	Q2 2021	Q2 2023	2
Gateway Advisory, LLC	2	2	0.09%	0.12%	0.14%	Q4 2017	Q1 2018	2
ADVISOR PARTNERS LLC	2	2	0.04%	0.07%	0.11%	Q3 2018	Q4 2018	2
Future Financial Wealth Managment LLC	2	2	0.10%	0.11%	0.13%	Q4 2021	Q1 2022	2
Horizon Kinetics	2	2	0.01%	0.01%	0.01%	Q4 2014	Q1 2015	2
Brookfield Asset Management	2	2	0.01%	0.02%	0.02%	Q3 2022	Q4 2022	2
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Houlihan Financial Resource Group, Ltd.	1	1	0.07%	0.12%	0.18%	Q3 2020	Q2 2023	2
Sound View Wealth Advisors, LLC	2	2	0.87%	0.93%	0.99%	Q4 2018	Q1 2019	2
Raging Capital Management, LLC	2	2	5.30%	10.01%	14.71%	Q4 2016	Q1 2017	2
WealthTrust Fairport, LLC	1	1	0.00%	0.00%	0.01%	Q3 2013	Q1 2019	2
IBEX WEALTH ADVISORS	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
Blueshift Asset Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Blume Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
HighTower Trust Company, N.A.	1	1	0.12%	0.12%	0.12%	Q2 2017	Q2 2017	1
Pegasus Partners Ltd.	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
CIBC Asset Management Inc	1	1	1.17%	1.17%	1.17%	Q2 2023	Q2 2023	1
Safeguard Financial, LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Price Capital Management, Inc.	1	1	0.16%	0.16%	0.16%	Q2 2018	Q2 2018	1
Filbrandt Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Francis Financial, Inc.	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Columbus Macro, LLC	1	1	0.36%	0.36%	0.36%	Q2 2021	Q2 2021	1
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
RAYMOND JAMES TRUST CO. OF NH	1	1	1.37%	1.37%	1.37%	Q1 2022	Q1 2022	1
SVA Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Horizon Wealth Management, LLC	1	1	13.60%	13.60%	13.60%	Q3 2023	Q3 2023	1
Kingdom Ridge Capital, LLC	1	1	11.78%	11.78%	11.78%	Q4 2016	Q4 2016	1
LAKE STREET ADVISORS GROUP, LLC	1	1	0.04%	0.04%	0.04%	Q4 2017	Q4 2017	1
Affiance Financial, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Ifrah Financial Services, Inc.	1	1	0.10%	0.10%	0.10%	Q1 2019	Q1 2019	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	1.10%	1.10%	1.10%	Q4 2018	Q4 2018	1
MUFG Bank, Ltd.	1	1	86.47%	86.47%	86.47%	Q2 2013	Q2 2013	1
ZACKS INVESTMENT MANAGEMENT	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
BLACKROCK ADVISORS LLC	1	1	0.02%	0.02%	0.02%	Q3 2016	Q3 2016	1
Thor Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
KEELEY ASSET MANAGEMENT CORP	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Delpha Capital Management, LLC	1	1	5.27%	5.27%	5.27%	Q1 2018	Q1 2018	1
CMT Asset Management Ltd	1	1	0.10%	0.10%	0.10%	Q4 2012	Q4 2012	1
PENSECO FINANCIAL SERVICES CORP	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
FIRST INTERSTATE BANCSYSTEM INC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Tourbillon Capital Partners, L.P.	1	1	7.75%	7.75%	7.75%	Q3 2014	Q3 2014	1
FREEDOM WEALTH ALLIANCE, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Coppell Advisory Solutions Corp.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Columbus Hill Capital Management, L.P.	1	1	12.14%	12.14%	12.14%	Q3 2013	Q3 2013	1
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
McClarren Financial Advisors, Inc.	1	1	0.16%	0.16%	0.16%	Q4 2022	Q4 2022	1
DAVIDSON KEMPNER PARTNERS	1	1	0.32%	0.32%	0.32%	Q1 2023	Q1 2023	1
Compass Advisory Group LLC	1	1	0.11%	0.11%	0.11%	Q2 2022	Q2 2022	1
Measured Wealth Private Client Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Serengeti Asset Management LP	1	1	3.72%	3.72%	3.72%	Q4 2015	Q4 2015	1
GETCO Holding Company, LLC	1	1	1.41%	1.41%	1.41%	Q2 2013	Q2 2013	1
Efficient Market Advisors, LLC	1	1	0.26%	0.26%	0.26%	Q4 2015	Q4 2015	1
Skandinaviska Enskilda Banken AB (publ)	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
AR ASSET MANAGEMENT INC	1	1	0.12%	0.12%	0.12%	Q1 2016	Q1 2016	1
Bellwether Investment Group, LLC	1	1	0.09%	0.09%	0.09%	Q2 2016	Q2 2016	1
Elliott Investment Management L.P.	1	1	0.78%	0.78%	0.78%	Q3 2023	Q3 2023	1
Syverson Strege & Co	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Crestline Management, LP	1	1	0.87%	0.87%	0.87%	Q4 2022	Q4 2022	1
BALDWIN BROTHERS LLC/MA	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Lombard Odier Asset Management (USA) Corp	1	1	0.17%	0.17%	0.17%	Q2 2020	Q2 2020	1
Hedeker Wealth, LLC	1	1	0.45%	0.45%	0.45%	Q2 2016	Q2 2016	1
Icon Wealth Partners, LLC	1	1	0.08%	0.08%	0.08%	Q3 2018	Q3 2018	1
TWIN FOCUS CAPITAL PARTNERS, LLC	1	1	0.23%	0.23%	0.23%	Q2 2015	Q2 2015	1
UBS ASSET MANAGEMENT AMERICAS INC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
KAVAR CAPITAL PARTNERS GROUP, LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Daiwa Capital Markets America Inc.	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Accuvest Global Advisors	1	1	1.02%	1.02%	1.02%	Q2 2013	Q2 2013	1
DeDora Capital, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
BEACON INVESTMENT ADVISORS LLC	1	1	0.14%	0.14%	0.14%	Q2 2023	Q2 2023	1
Slow Capital, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Legacy Wealth Management, Inc	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Inspire Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q1 2022	Q1 2022	1
WEXFORD CAPITAL LP	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
Gallagher Benefit Services, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
McKinley Carter Wealth Services, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
US FINANCIAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
MSF Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
Hamilton Capital, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Telemus Investment Management, LLC	1	1	0.07%	0.07%	0.07%	Q2 2013	Q2 2013	1
Osbon Capital Management LLC	1	1	3.20%	3.20%	3.20%	Q2 2019	Q2 2019	1
Reby Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Lavaca Capital LLC	1	1	0.85%	0.85%	0.85%	Q1 2020	Q1 2020	1
CGN Advisors LLC	1	1	0.03%	0.03%	0.03%	Q4 2023	Q4 2023	1
Coyle Financial Counsel LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Mader & Shannon Wealth Management, Inc.	1	1	21.17%	21.17%	21.17%	Q4 2016	Q4 2016	1
SYMMETRY PEAK MANAGEMENT LLC	1	1	1.83%	1.83%	1.83%	Q2 2014	Q2 2014	1
Wealth Alliance	1	1	0.07%	0.07%	0.07%	Q1 2022	Q1 2022	1
Financial Partners Group, LLC	1	1	0.14%	0.14%	0.14%	Q2 2023	Q2 2023	1
Ground Swell Capital, LLC	1	1	1.55%	1.55%	1.55%	Q3 2021	Q3 2021	1
Penserra Capital Management LLC	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
Birchcreek Wealth Management, LLC	1	1	0.18%	0.18%	0.18%	Q2 2022	Q2 2022	1
OPTIONS SOLUTIONS, LLC	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	1	1	0.28%	0.28%	0.28%	Q1 2023	Q1 2023	1
Financial Insights, Inc.	1	1	0.09%	0.09%	0.09%	Q2 2021	Q2 2021	1
Watson Rebecca	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
NAYA CAPITAL MANAGEMENT UK LTD	1	1	11.19%	11.19%	11.19%	Q4 2021	Q4 2021	1
Charles Schwab Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
LNZ Capital LP	1	1	0.66%	0.66%	0.66%	Q4 2016	Q4 2016	1
HBK INVESTMENTS L P	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Rafferty Asset Management, LLC	1	1	0.20%	0.20%	0.20%	Q2 2013	Q2 2013	1
Arlington Partners LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Westchester Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Abacus Wealth Partners, LLC	1	1	0.14%	0.14%	0.14%	Q1 2021	Q1 2021	1
TruWealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Americana Partners, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Nemes Rush Group LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Enterprise Trust & Investment Co	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Norway Savings Bank	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
CABOT WEALTH MANAGEMENT INC	1	1	0.39%	0.39%	0.39%	Q2 2013	Q2 2013	1
DFPG INVESTMENTS, LLC	1	1	0.31%	0.31%	0.31%	Q4 2018	Q4 2018	1
SEVEN MILE ADVISORY	1	1	0.29%	0.29%	0.29%	Q3 2023	Q3 2023	1
Andromeda Capital LLC	1	1	5.28%	5.28%	5.28%	Q2 2014	Q2 2014	1
Soltis Investment Advisors LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Pacifica Partners Inc.	1	1	0.11%	0.11%	0.11%	Q1 2020	Q1 2020	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.09%	0.09%	0.09%	Q1 2015	Q1 2015	1
Questar Asset Management, Inc.	1	1	2.63%	2.63%	2.63%	Q4 2018	Q4 2018	1
Constant Guidance Financial LLC	1	1	0.55%	0.55%	0.55%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
AVALON CAPITAL MANAGEMENT	1	1	1.49%	1.49%	1.49%	Q4 2015	Q4 2015	1
Saratoga Research & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
NewFocus Financial Group, LLC	1	1	0.13%	0.13%	0.13%	Q4 2018	Q4 2018	1
Bristlecone Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Prosperitas Financial LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
Legacy Financial Group LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
WEST PACES ADVISORS INC.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Ten Capital Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Manchester Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
Econ Financial Services Corp	1	1	0.34%	0.34%	0.34%	Q2 2022	Q2 2022	1
Covenant Multifamily Offices, LLC	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
DOW CHEMICAL CO /DE/	1	1	1.72%	1.72%	1.72%	Q2 2013	Q2 2013	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	2.11%	2.11%	2.11%	Q3 2023	Q3 2023	1
Austin Private Wealth, LLC	1	1	0.24%	0.24%	0.24%	Q2 2023	Q2 2023	1
ProVise Management Group, LLC	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
LOOMIS SAYLES & CO L P	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Tidal Investments LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
Maltin Wealth Management, Inc.	1	1	0.13%	0.13%	0.13%	Q4 2021	Q4 2021	1
SWISS REINSURANCE CO LTD	1	1	0.26%	0.26%	0.26%	Q2 2013	Q2 2013	1
Core Wealth Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Cornerstone Financial Partners, LLC	1	1	0.41%	0.41%	0.41%	Q4 2017	Q4 2017	1
Zions Bancorporation	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
FIDUCIARY TRUST CO	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
H&H Retirement Design & Management INC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
Shaker Financial Services, LLC	1	1	2.80%	2.80%	2.80%	Q4 2019	Q4 2019	1
MOORE CAPITAL MANAGEMENT, LP	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
CAHILL FINANCIAL ADVISORS INC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Hexagon Capital Partners LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
LINDEN ADVISORS LP	1	1	0.61%	0.61%	0.61%	Q2 2019	Q2 2019	1
Pinnacle Wealth Advisors	1	1	0.57%	0.57%	0.57%	Q2 2021	Q2 2021	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Anfield Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
UNITED MARITIME CAPITAL LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
HAZLETT, BURT & WATSON, INC.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Clearwater Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
MAPLE SECURITIES USA INC	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
Manatuck Hill Partners, LLC	1	1	2.80%	2.80%	2.80%	Q1 2021	Q1 2021	1
Glassman Wealth Services	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
CLOVIS CAPITAL MANAGEMENT LP	1	1	14.98%	14.98%	14.98%	Q1 2015	Q1 2015	1
LOEWS CORP	1	1	0.08%	0.08%	0.08%	Q1 2016	Q1 2016	1
ATALANTA SOSNOFF CAPITAL, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
Sand Hill Global Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2014	Q4 2014	1
Point72 Asset Management, L.P.	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Texas Capital Bank Wealth Management Services Inc	1	1	0.08%	0.08%	0.08%	Q1 2020	Q1 2020	1
Wealth Architects, LLC	1	1	0.12%	0.12%	0.12%	Q1 2018	Q1 2018	1
PICTET BANK & TRUST Ltd	1	1	0.14%	0.14%	0.14%	Q3 2015	Q3 2015	1
KCS Wealth Advisory	1	1	0.03%	0.03%	0.03%	Q3 2019	Q3 2019	1
FIRST COMMONWEALTH FINANCIAL CORP /PA/	1	1	0.22%	0.22%	0.22%	Q2 2020	Q2 2020	1
CUMBERLAND ADVISORS INC	1	1	10.28%	10.28%	10.28%	Q3 2013	Q3 2013	1
SILVERCREST ASSET MANAGEMENT GROUP LLC	1	1	0.19%	0.19%	0.19%	Q4 2018	Q4 2018	1
Quad Capital Management Advisors LLC	1	1	0.61%	0.61%	0.61%	Q2 2018	Q2 2018	1
ARROW FINANCIAL CORP	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Alkeon Capital Management	1	1	0.10%	0.10%	0.10%	Q4 2016	Q4 2016	1
WFA of San Diego, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
TELEMUS BEACON INVESTMENT Co LLC	1	1	0.16%	0.16%	0.16%	Q2 2013	Q2 2013	1
Perceptive Advisors	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
STEADFAST CAPITAL MANAGEMENT LP	1	1	1.23%	1.23%	1.23%	Q4 2013	Q4 2013	1
STEADFAST ADVISORS LP	1	1	1.23%	1.23%	1.23%	Q4 2013	Q4 2013	1
NORTHWESTERN MUTUAL LIFE INSURANCE CO	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Graticule Asia Macro Advisors LLC	1	1	21.20%	21.20%	21.20%	Q1 2019	Q1 2019	1
Hunting Hill Global Capital, LLC	1	1	0.22%	0.22%	0.22%	Q3 2023	Q3 2023	1
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	1	1	0.35%	0.35%	0.35%	Q4 2015	Q4 2015	1
INFRASTRUCTURE CAPITAL ADVISORS, LLC	1	1	0.82%	0.82%	0.82%	Q2 2023	Q2 2023	1
HIGHLINE CAPITAL MANAGEMENT, L.P.	1	1	2.89%	2.89%	2.89%	Q2 2018	Q2 2018	1
TimeScale Financial, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Sharkey, Howes & Javer	1	1	0.05%	0.05%	0.05%	Q1 2015	Q1 2015	1
Chevy Chase Trust Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Wealth CMT	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 2023	1
TFG Advisers LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
ARGI Investment Services, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Amida Capital Management II, LLC	1	1	0.29%	0.29%	0.29%	Q2 2013	Q2 2013	1
KANALY TRUST CO	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Kohmann Bosshard Financial Services, LLC	1	1	2.79%	2.79%	2.79%	Q3 2018	Q3 2018	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.44%	0.44%	0.44%	Q1 2017	Q1 2017	1
Great Diamond Partners, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
GRASSI INVESTMENT MANAGEMENT LLC	1	1	0.12%	0.12%	0.12%	Q2 2013	Q2 2013	1
High Pines Wealth Management, LLC	1	1	0.59%	0.59%	0.59%	Q2 2021	Q2 2021	1
DE BURLO GROUP INC	1	1	0.07%	0.07%	0.07%	Q2 2022	Q2 2022	1
Aquire Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Advisors Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
Ascension Capital Advisors, Inc.	1	1	3.34%	3.34%	3.34%	Q4 2019	Q4 2019	1
DRW SECURITIES, L.L.C.	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
Guardian Wealth Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q1 2021	Q1 2021	1
Triatomic Management LP	1	1	11.15%	11.15%	11.15%	Q4 2022	Q4 2022	1
Crawford Lake Capital Management, LLC	1	1	30.34%	30.34%	30.34%	Q4 2022	Q4 2022	1
NBC SECURITIES, INC.	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
VAUGHAN DAVID INVESTMENTS LLC/IL	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Valley Brook Capital Group, Inc.	1	1	0.05%	0.05%	0.05%	Q1 2021	Q1 2021	1
ENCOMPASS WEALTH ADVISORS, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Westside Investment Management, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Bradley & Co. Private Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Independent Portfolio Consultants, Inc.	1	1	0.21%	0.21%	0.21%	Q4 2014	Q4 2014	1
Clarity Financial LLC	1	1	5.00%	5.00%	5.00%	Q2 2021	Q2 2021	1
Pallas Capital Advisors LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
Assured Investment Management LLC	1	1	0.80%	0.80%	0.80%	Q4 2017	Q4 2017	1
CSM Advisors, LLC	1	1	0.55%	0.55%	0.55%	Q2 2023	Q2 2023	1
Family Management Corp	1	1	0.23%	0.23%	0.23%	Q4 2022	Q4 2022	1
NEXT Financial Holdings	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
NSI Retail Advisors, LLC	1	1	1.21%	1.21%	1.21%	Q2 2023	Q2 2023	1
Callan Capital, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
WESTPORT RESOURCES MANAGEMENT INC	1	1	0.24%	0.24%	0.24%	Q3 2016	Q3 2016	1
KNIGHT CAPITAL GROUP LLC	1	1	0.28%	0.28%	0.28%	Q2 2013	Q2 2013	1
Lee Capital Holdings LLC	1	1	0.16%	0.16%	0.16%	Q4 2020	Q4 2020	1
Goldstream Capital Management Ltd	1	1	0.44%	0.44%	0.44%	Q4 2021	Q4 2021	1
LITTLE HOUSE CAPITAL LLC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
CX Institutional	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Rice Partnership, LLC	1	1	0.18%	0.18%	0.18%	Q1 2022	Q1 2022	1
Clark Capital Management Group, Inc.	1	1	0.46%	0.46%	0.46%	Q4 2013	Q4 2013	1
Duquesne Family Office	1	1	1.22%	1.22%	1.22%	Q3 2014	Q3 2014	1
Connective Capital Management, LLC	1	1	34.08%	34.08%	34.08%	Q4 2015	Q4 2015	1
Lee Capital Management LP	1	1	3.72%	3.72%	3.72%	Q4 2016	Q4 2016	1
ExodusPoint Capital Management, LP	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
McElhenny Sheffield Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Revisor Wealth Management LLC	1	1	0.27%	0.27%	0.27%	Q3 2023	Q3 2023	1
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	1	1	25.39%	25.39%	25.39%	Q2 2013	Q2 2013	1
TIAA Kaspick, LLC	1	1	1.09%	1.09%	1.09%	Q2 2021	Q2 2021	1
Glovista Investments LLC	1	1	0.10%	0.10%	0.10%	Q2 2019	Q2 2019	1
WealthStone, Inc.	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
Catalyst Capital Advisors LLC	1	1	0.47%	0.47%	0.47%	Q1 2014	Q1 2014	1
Guidance Point Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Hapanowicz & Associates Financial Services, Inc	1	1	4.39%	4.39%	4.39%	Q4 2016	Q4 2016	1
Magnetar Financial LLC	1	1	0.82%	0.82%	0.82%	Q3 2013	Q3 2013	1
CNB Bank	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Tacita Capital Inc	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Geller Advisors LLC	1	1	0.72%	0.72%	0.72%	Q2 2022	Q2 2022	1
Cross Staff Investments Inc	1	1	0.18%	0.18%	0.18%	Q4 2021	Q4 2021	1
Sandhill Capital Partners LLC	1	1	0.70%	0.70%	0.70%	Q4 2022	Q4 2022	1
CarsonAllaria Wealth Management, Ltd.	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Slate Path Capital LP	1	1	22.95%	22.95%	22.95%	Q3 2014	Q3 2014	1
Bridgeworth, LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
FNY Partners Fund LP	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
KEB ASSET MANAGEMENT, LLC	1	1	0.27%	0.27%	0.27%	Q4 2022	Q4 2022	1
Indiana Trust & Investment Management CO	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
MWA Asset Management	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Oxler Private Wealth LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
HARRIS ASSOCIATES L P	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
RB Capital Management, LLC	1	1	0.24%	0.24%	0.24%	Q2 2019	Q2 2019	1
Ocean Capital Management, LLC	1	1	0.14%	0.14%	0.14%	Q2 2020	Q2 2020	1
Bell Bank	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
EUDAIMONIA ADVISORS LLC	1	1	0.82%	0.82%	0.82%	Q1 2023	Q1 2023	1
INVESTMENT HOUSE LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
MANOR ROAD CAPITAL PARTNERS, LLC	1	1	5.42%	5.42%	5.42%	Q1 2020	Q1 2020	1
Santori & Peters, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Regent Peak Wealth Advisors LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Arcus Capital Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Opus Trading Fund LLC	1	1	1.43%	1.43%	1.43%	Q2 2013	Q2 2013	1
PVG ASSET MANAGEMENT CORP	1	1	1.39%	1.39%	1.39%	Q3 2021	Q3 2021	1
Interchange Capital Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
SOCIETE GENERALE	1	1	0.25%	0.25%	0.25%	Q2 2016	Q2 2016	1
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
PGIM Custom Harvest LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Providence Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Heritage Financial Services, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Colonial Trust Advisors	1	1	0.13%	0.13%	0.13%	Q1 2018	Q1 2018	1
TCWP LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
CFS Investment Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Athanor Capital, LP	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Luken Investment Analytics, LLC	1	1	3.49%	3.49%	3.49%	Q4 2020	Q4 2020	1
Stearns Financial Services Group	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
EdgeRock Capital LLC	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
J.Safra Asset Management Corp	1	1	1.69%	1.69%	1.69%	Q2 2016	Q2 2016	1
Kinloch Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
CONCENTRIC WEALTH MANAGEMENT, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Nokota Management, LP	1	1	2.04%	2.04%	2.04%	Q4 2016	Q4 2016	1
Biltmore Capital Advisors LLC	1	1	0.19%	0.19%	0.19%	Q3 2021	Q3 2021	1
FOCUS Wealth Advisors, LLC	1	1	3.47%	3.47%	3.47%	Q3 2023	Q3 2023	1
Janney Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Nachman Norwood & Parrott, Inc	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
FIDELITY D & D BANCORP INC	1	1	0.52%	0.52%	0.52%	Q3 2023	Q3 2023	1
Urban Wealth Management, LLC	1	1	1.06%	1.06%	1.06%	Q4 2020	Q4 2020	1
Keebeck Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Towercrest Capital Management	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC	1	1	0.70%	0.70%	0.70%	Q3 2017	Q3 2017	1
Oder Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
W.G. Shaheen & Associates DBA Whitney & Co	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
Bickling Financial Services, Inc.	1	1	0.19%	0.19%	0.19%	Q2 2021	Q2 2021	1
ANCORA FAMILY WEALTH ADVISORS, LLC	1	1	0.08%	0.08%	0.08%	Q3 2016	Q3 2016	1
DHJJ Financial Advisors, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Willingdon Wealth Management	1	1	0.05%	0.05%	0.05%	Q1 2020	Q1 2020	1
LMR Partners LLP	1	1	1.82%	1.82%	1.82%	Q2 2021	Q2 2021	1
Delta Investment Management, LLC	1	1	0.18%	0.18%	0.18%	Q2 2020	Q2 2020	1
Princeton Global Asset Management LLC	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
Financial Futures Ltd Liability Co.	1	1	0.33%	0.33%	0.33%	Q3 2023	Q3 2023	1
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	1	1	0.26%	0.26%	0.26%	Q1 2020	Q1 2020	1
Landmark Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Delek Group, Ltd.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Financial Gravity Companies, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Quent Capital, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Impala Asset Management LLC	1	1	21.01%	21.01%	21.01%	Q3 2018	Q3 2018	1
Mystic Asset Management, Inc.	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Alpine Global Management, LLC	1	1	0.34%	0.34%	0.34%	Q1 2015	Q1 2015	1
Highlander Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Latitude Advisors, LLC	1	1	1.59%	1.59%	1.59%	Q4 2022	Q4 2022	1
Simplicity Wealth,LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
Vienna Asset Management LLC	1	1	1.19%	1.19%	1.19%	Q4 2021	Q4 2021	1
Mach-1 Financial Group, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Godshalk Welsh Capital Management, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2014	Q4 2014	1
Schrum Private Wealth Management LLC	1	1	0.22%	0.22%	0.22%	Q2 2023	Q2 2023	1
Integrity Financial Corp /WA	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
Gradient Capital Advisors, LLC	1	1	0.43%	0.43%	0.43%	Q1 2020	Q1 2020	1
Arbor Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
Friedberg Investment Management	1	1	0.22%	0.22%	0.22%	Q4 2013	Q4 2013	1

External links

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

This page lists all the filers that currently own SPDR DOW JONES INDL AVRG ETF or have owned SPDR DOW JONES INDL AVRG ETF in the past.