• MDY shareholders
• Shareholder history

Current and past SPDR S&P MIDCAP 400 ETF TR shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.05%	0.24%	Q2 2013	Q3 2023	125
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.04%	0.26%	Q1 2012	Q3 2023	116
CITIGROUP INC	42	42	0.00%	0.08%	0.48%	Q2 2013	Q3 2023	107
BARCLAYS PLC	42	42	0.00%	0.02%	0.20%	Q2 2013	Q3 2023	105
Citadel Advisors	29	1	0.00%	0.01%	0.09%	Q3 2014	Q3 2023	90
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.11%	0.28%	Q2 2013	Q3 2023	90
Walleye Trading LLC	28	8	0.00%	0.02%	0.32%	Q2 2013	Q1 2023	90
JANE STREET GROUP, LLC	39	39	0.00%	0.06%	1.69%	Q1 2014	Q3 2023	85
Cutler Group LLC / CA	32	32	0.00%	0.16%	3.41%	Q4 2015	Q3 2023	85
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.08%	0.24%	Q2 2013	Q3 2023	80
Parallax Volatility Advisers, L.P.	23	2	0.00%	0.02%	0.21%	Q3 2013	Q4 2022	79
UBS Group AG	36	36	0.00%	0.08%	0.44%	Q4 2014	Q3 2023	79
M&T BANK CORP	42	42	0.00%	0.05%	0.18%	Q2 2013	Q3 2023	66
BNP PARIBAS FINANCIAL MARKETS	42	42	0.00%	0.22%	1.15%	Q2 2013	Q3 2023	62
WOLVERINE TRADING, LLC	8	3	0.00%	0.07%	0.47%	Q2 2016	Q3 2023	61
HUNTINGTON NATIONAL BANK	55	55	0.01%	0.31%	0.55%	Q1 2010	Q3 2023	60
Veritable, L.P.	43	43	0.01%	7.08%	13.03%	Q4 2012	Q2 2023	60
HSBC HOLDINGS PLC	47	47	0.00%	0.09%	0.48%	Q1 2012	Q3 2023	57
US BANCORP \DE\	42	42	0.00%	0.96%	1.57%	Q2 2013	Q3 2023	55
WOLVERINE ASSET MANAGEMENT LLC	24	24	0.00%	0.04%	0.44%	Q2 2013	Q1 2019	53
TWO SIGMA SECURITIES, LLC	20	1	0.01%	0.09%	0.45%	Q4 2014	Q3 2023	53
Creative Planning	42	42	0.00%	0.21%	0.55%	Q2 2013	Q3 2023	53
ROYAL BANK OF CANADA	42	42	0.00%	0.04%	0.13%	Q2 2013	Q3 2023	52
MUFG Americas Holdings Corp	48	48	0.15%	0.44%	0.91%	Q4 2010	Q3 2022	48
CREDIT SUISSE AG/	43	43	0.00%	0.04%	0.14%	Q1 2013	Q3 2023	46
LEAVELL INVESTMENT MANAGEMENT, INC.	42	2	0.05%	0.16%	0.43%	Q2 2010	Q3 2023	44
New England Private Wealth Advisors LLC	44	44	0.35%	0.43%	0.72%	Q4 2012	Q3 2023	44
Laird Norton Wetherby Wealth Management, LLC	42	42	0.01%	0.33%	0.58%	Q2 2013	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	0.04%	0.08%	0.17%	Q4 2012	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.01%	0.02%	Q4 2012	Q3 2023	44
COMMERCE BANK	43	43	0.06%	0.08%	0.10%	Q1 2013	Q3 2023	43
Cetera Advisor Networks LLC	43	43	0.08%	0.23%	0.62%	Q1 2013	Q3 2023	43
SHUFRO ROSE & CO LLC	42	1	0.03%	0.08%	0.11%	Q3 2012	Q3 2023	43
WOODSTOCK CORP	43	43	0.18%	0.21%	0.26%	Q2 2013	Q4 2023	43
Goelzer Investment Management, Inc.	43	43	0.42%	0.67%	0.85%	Q1 2013	Q3 2023	43
Montecito Bank & Trust	43	43	0.20%	0.53%	1.08%	Q2 2013	Q4 2023	43
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.00%	0.07%	0.46%	Q2 2013	Q3 2023	43
First National Bank of Mount Dora, Trust Investment Services	43	43	0.19%	0.71%	1.48%	Q2 2013	Q4 2023	43
BRYN MAWR TRUST Co	43	43	0.01%	0.03%	0.06%	Q1 2013	Q3 2023	43
Retirement Systems of Alabama	43	43	0.08%	0.09%	0.10%	Q1 2013	Q3 2023	43
FCA CORP /TX	42	42	0.16%	0.21%	0.25%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.24%	0.38%	0.55%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.56%	0.92%	1.26%	Q2 2013	Q3 2023	42
Exchange Capital Management, Inc.	42	42	0.56%	3.37%	9.35%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.13%	0.42%	1.25%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.05%	0.10%	0.22%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.01%	0.06%	0.28%	Q2 2013	Q3 2023	42
HighTower Advisors, LLC	42	42	0.01%	0.12%	0.33%	Q2 2013	Q3 2023	42
Chevy Chase Trust Holdings, LLC	42	42	0.00%	0.03%	0.96%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.16%	3.65%	5.22%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.18%	0.33%	0.52%	Q2 2013	Q3 2023	42
Portland Global Advisors LLC	42	42	6.22%	10.08%	13.90%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	0.03%	0.11%	0.35%	Q2 2013	Q3 2023	42
Renaissance Investment Group LLC	42	42	0.96%	2.96%	5.15%	Q2 2013	Q3 2023	42
LS Investment Advisors, LLC	42	42	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.22%	0.29%	0.36%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.06%	0.31%	0.62%	Q2 2013	Q3 2023	42
FIRST MERCHANTS CORP	42	42	0.62%	2.03%	3.72%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.04%	0.71%	1.77%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.48%	0.67%	0.84%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.03%	0.08%	0.25%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.12%	0.17%	0.21%	Q2 2013	Q3 2023	42
Legal & General Group Plc	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	0.04%	0.63%	Q2 2013	Q3 2023	42
CAPTRUST FINANCIAL ADVISORS	42	42	0.06%	1.91%	6.83%	Q2 2013	Q3 2023	42
Baker Avenue Asset Management, LP	42	42	0.06%	0.33%	2.46%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.28%	0.59%	0.77%	Q2 2013	Q4 2023	42
MONTAG A & ASSOCIATES INC	42	42	2.99%	4.33%	5.66%	Q2 2013	Q3 2023	42
Dana Investment Advisors, Inc.	42	42	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.63%	1.37%	1.71%	Q2 2013	Q3 2023	42
CONNING INC.	42	42	0.74%	1.27%	1.96%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.01%	0.02%	0.10%	Q2 2013	Q3 2023	42
Gilman Hill Asset Management, LLC	42	42	0.44%	0.71%	0.98%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	42
ARROW FINANCIAL CORP	42	42	0.00%	0.07%	0.34%	Q2 2013	Q3 2023	42
OLD NATIONAL BANCORP /IN/	42	42	0.02%	0.55%	1.19%	Q2 2013	Q3 2023	42
Legacy Private Trust Co.	42	42	0.06%	0.20%	1.42%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.07%	0.74%	1.76%	Q2 2013	Q3 2023	42
HERITAGE INVESTORS MANAGEMENT CORP	42	42	1.07%	1.78%	2.24%	Q2 2013	Q3 2023	42
STATE STREET CORP	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
Estate Counselors, LLC	42	42	0.35%	2.07%	5.05%	Q2 2013	Q3 2023	42
CAMBRIDGE TRUST CO	42	42	0.08%	0.22%	0.33%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.00%	0.03%	0.24%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.31%	0.39%	0.46%	Q2 2013	Q3 2023	42
PUTNAM INVESTMENTS LLC	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	42
WASHINGTON TRUST Co	42	42	0.24%	1.08%	2.17%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	42
PITTENGER & ANDERSON INC	42	42	1.01%	1.38%	1.62%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.06%	0.24%	0.91%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.22%	0.43%	0.67%	Q2 2013	Q3 2023	42
ADIRONDACK TRUST CO	42	42	2.44%	4.21%	6.26%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.14%	0.57%	1.38%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.03%	0.10%	0.13%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	42
CAPE COD FIVE CENTS SAVINGS BANK	42	42	0.24%	0.38%	0.54%	Q2 2013	Q3 2023	42
CLIFFORD SWAN INVESTMENT COUNSEL LLC	42	42	0.04%	0.04%	0.05%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.21%	0.35%	0.49%	Q2 2013	Q3 2023	42
GOULD ASSET MANAGEMENT LLC /CA/	42	42	0.83%	1.21%	2.41%	Q2 2013	Q3 2023	42
FIRST CITIZENS BANK & TRUST CO	42	42	0.03%	0.35%	0.88%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.09%	0.15%	0.23%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.34%	0.57%	0.83%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.04%	0.15%	0.34%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	42	42	0.17%	0.26%	0.39%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.31%	0.55%	0.82%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.07%	0.24%	0.49%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	0.08%	0.13%	0.25%	Q2 2013	Q3 2023	42
Newman Dignan & Sheerar, Inc.	42	42	0.01%	0.76%	23.92%	Q2 2013	Q3 2023	42
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42	42	0.47%	1.08%	1.49%	Q2 2013	Q3 2023	42
COURIER CAPITAL LLC	42	42	0.18%	0.40%	0.63%	Q2 2013	Q3 2023	42
EAGLE GLOBAL ADVISORS LLC	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.07%	0.11%	0.16%	Q2 2013	Q3 2023	42
NORTHSTAR ASSET MANAGEMENT Co LLC	42	42	0.72%	1.54%	2.54%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.01%	0.10%	0.62%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.02%	0.04%	0.06%	Q2 2013	Q3 2023	42
PRIO WEALTH LIMITED PARTNERSHIP	42	42	0.43%	0.67%	0.89%	Q2 2013	Q3 2023	42
HYMAN CHARLES D	42	42	2.19%	2.57%	3.01%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	1.18%	1.65%	2.29%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.04%	1.12%	4.09%	Q2 2013	Q3 2023	42
1834 INVESTMENT ADVISORS CO	42	42	0.20%	0.28%	0.37%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.03%	0.34%	0.95%	Q2 2013	Q3 2023	42
Modera Wealth Management, LLC	42	42	0.08%	1.03%	2.25%	Q2 2013	Q3 2023	42
Choate Investment Advisors	42	42	0.04%	1.17%	3.67%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.54%	1.32%	1.84%	Q2 2013	Q3 2023	42
SPINNAKER TRUST	42	42	0.14%	0.27%	1.26%	Q2 2013	Q3 2023	42
GREENLEAF TRUST	42	42	0.01%	0.02%	0.10%	Q2 2013	Q3 2023	42
BLACKHILL CAPITAL INC	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	0.05%	0.06%	0.08%	Q2 2013	Q3 2023	42
Chesley Taft & Associates LLC	42	42	0.33%	0.57%	0.74%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.10%	0.27%	0.41%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.03%	0.07%	0.09%	Q2 2013	Q3 2023	42
GLENMEDE TRUST CO NA	42	42	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	42
Penobscot Investment Management Company, Inc.	42	42	0.09%	0.26%	0.49%	Q2 2013	Q3 2023	42
CENTRAL BANK & TRUST CO	42	42	0.76%	1.17%	1.95%	Q2 2013	Q3 2023	42
DAVIS R M INC	42	42	0.07%	0.09%	0.12%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.06%	0.08%	0.10%	Q2 2013	Q3 2023	42
SILVERCREST ASSET MANAGEMENT GROUP LLC	42	42	0.02%	0.02%	0.05%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.09%	0.11%	0.12%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	1.06%	1.34%	1.95%	Q2 2013	Q3 2023	42
BANK OF HAWAII	42	42	0.04%	0.04%	0.06%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.03%	0.05%	0.08%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	1.53%	2.49%	3.82%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.00%	0.07%	0.16%	Q2 2013	Q3 2023	42
1ST SOURCE BANK	42	42	0.48%	1.14%	1.86%	Q2 2013	Q3 2023	42
Financial Advisory Group	42	42	4.28%	7.85%	11.51%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.02%	0.02%	Q2 2013	Q3 2023	42
BOSTON FINANCIAL MANGEMENT LLC	42	42	0.05%	0.14%	0.30%	Q2 2013	Q3 2023	42
DUMONT & BLAKE INVESTMENT ADVISORS LLC	42	42	1.67%	2.42%	3.26%	Q2 2013	Q3 2023	42
FRANKLIN RESOURCES INC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.03%	0.13%	0.24%	Q2 2013	Q3 2023	42
BLB&B Advisors, LLC	42	42	0.04%	0.10%	0.17%	Q2 2013	Q3 2023	42
BRAUN STACEY ASSOCIATES INC	42	42	0.04%	0.10%	0.14%	Q2 2013	Q3 2023	42
MOTCO	42	42	0.30%	0.71%	1.24%	Q2 2013	Q3 2023	42
NBT BANK N A /NY	42	42	0.80%	1.68%	2.53%	Q2 2013	Q3 2023	42
Hills Bank & Trust Co	42	42	5.36%	7.56%	10.78%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	0.56%	1.03%	1.69%	Q2 2013	Q3 2023	42
SG Americas Securities, LLC	42	42	0.01%	0.52%	2.00%	Q2 2013	Q3 2023	42
McKinley Carter Wealth Services, Inc.	37	4	0.12%	0.82%	2.93%	Q2 2013	Q3 2023	41
Segment Wealth Management, LLC	41	41	0.36%	1.57%	2.76%	Q3 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.21%	0.75%	Q3 2013	Q3 2023	41
Sand Hill Global Advisors, LLC	22	19	0.28%	0.77%	1.98%	Q2 2013	Q3 2023	41
HOWE & RUSLING INC	38	3	0.12%	0.32%	0.65%	Q2 2013	Q3 2023	41
BROWN BROTHERS HARRIMAN & CO	41	41	0.00%	0.05%	0.08%	Q3 2013	Q3 2023	41
COLONY GROUP LLC	29	12	0.02%	0.08%	0.65%	Q2 2013	Q3 2023	41
Dorsey & Whitney Trust CO LLC	41	41	0.09%	0.19%	0.29%	Q3 2013	Q3 2023	41
Gradient Investments LLC	24	17	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.11%	0.22%	Q2 2013	Q3 2023	41
ARCADIA INVESTMENT MANAGEMENT CORP/MI	41	41	0.03%	0.09%	0.15%	Q3 2013	Q3 2023	41
Private Advisor Group, LLC	40	40	0.03%	0.28%	1.30%	Q4 2013	Q3 2023	41
BOKF, NA	32	9	0.10%	0.16%	0.33%	Q2 2013	Q3 2023	41
SEGALL BRYANT & HAMILL, LLC	35	6	0.02%	0.03%	0.05%	Q1 2013	Q2 2023	41
GFS Advisors, LLC	29	12	0.01%	0.34%	0.93%	Q2 2013	Q3 2023	41
CUMBERLAND ADVISORS INC	29	12	0.79%	4.76%	10.04%	Q2 2013	Q3 2023	41
MIDDLETON & CO INC/MA	39	2	0.11%	0.16%	0.19%	Q2 2013	Q3 2023	41
Bollard Group LLC	41	41	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	41
FLPUTNAM INVESTMENT MANAGEMENT CO	25	16	0.13%	0.19%	0.36%	Q2 2013	Q3 2023	41
SAWGRASS ASSET MANAGEMENT LLC	34	7	0.05%	0.12%	0.17%	Q2 2013	Q3 2023	41
Carnegie Capital Asset Management, LLC	21	20	0.48%	0.88%	1.26%	Q2 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.05%	0.09%	0.17%	Q2 2013	Q3 2023	41
TELEMUS CAPITAL, LLC	41	41	0.15%	0.47%	0.78%	Q3 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.63%	1.10%	1.82%	Q2 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.18%	0.34%	0.54%	Q3 2013	Q3 2023	41
Ameritas Investment Partners, Inc.	41	41	0.00%	0.26%	0.54%	Q3 2013	Q3 2023	41
Wunderlich Capital Managemnt	40	40	0.70%	1.01%	1.53%	Q4 2013	Q3 2023	40
Curbstone Financial Management Corp	40	40	2.98%	4.23%	8.73%	Q1 2014	Q4 2023	40
CITY HOLDING CO	40	40	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	40
STALEY CAPITAL ADVISERS INC	40	40	0.05%	0.33%	0.48%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.08%	0.12%	0.17%	Q4 2013	Q3 2023	40
Baltimore-Washington Financial Advisors, Inc.	40	40	0.09%	0.48%	1.03%	Q4 2013	Q3 2023	40
ALLIANCEBERNSTEIN L.P.	39	1	0.00%	0.04%	0.13%	Q3 2013	Q3 2023	40
Ascent Wealth Partners, LLC	40	40	1.72%	3.63%	5.01%	Q4 2013	Q3 2023	40
NICHOLS & PRATT ADVISERS LLP /MA	22	4	0.02%	0.03%	0.11%	Q2 2013	Q3 2023	40
RETIREMENT CAPITAL STRATEGIES	40	40	0.24%	4.61%	11.13%	Q4 2013	Q3 2023	40
CKW FINANCIAL GROUP	40	40	0.00%	0.01%	0.08%	Q4 2013	Q3 2023	40
TIEMANN INVESTMENT ADVISORS, LLC	40	40	0.80%	1.25%	1.62%	Q4 2013	Q3 2023	40
Shoker Investment Counsel, Inc.	40	40	0.59%	1.30%	1.69%	Q4 2013	Q3 2023	40
COMERICA BANK	39	1	0.01%	0.08%	0.23%	Q2 2013	Q3 2023	40
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	40	40	1.04%	3.09%	4.05%	Q4 2013	Q3 2023	40
FAS Wealth Partners, Inc.	40	40	0.04%	0.09%	0.16%	Q4 2013	Q3 2023	40
Janney Montgomery Scott LLC	29	11	0.02%	0.05%	0.13%	Q3 2013	Q3 2023	40
D. SCOTT NEAL, INC.	40	40	0.13%	6.00%	19.36%	Q4 2013	Q3 2023	40
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	40	40	0.01%	0.02%	0.03%	Q4 2013	Q3 2023	40
ROCKLAND TRUST CO	40	40	0.06%	0.12%	0.19%	Q4 2013	Q3 2023	40
Janney Capital Management LLC	40	40	0.00%	0.28%	1.21%	Q2 2013	Q1 2023	40
Capital Advisors, Ltd. LLC	40	40	0.06%	0.13%	0.24%	Q4 2013	Q3 2023	40
Moreno Evelyn V	40	40	2.70%	5.29%	6.71%	Q4 2013	Q3 2023	40
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	36	4	0.03%	0.10%	0.26%	Q3 2013	Q3 2023	40
Court Place Advisors, LLC	40	40	0.96%	1.13%	1.42%	Q4 2013	Q3 2023	40
NAPLES GLOBAL ADVISORS, LLC	40	40	0.32%	1.06%	2.17%	Q4 2013	Q3 2023	40
Johnson Financial Group, Inc.	40	40	0.04%	0.12%	0.21%	Q4 2013	Q3 2023	40
Capstone Financial Advisors, Inc.	40	40	0.59%	6.77%	19.07%	Q4 2013	Q3 2023	40
MERIDIAN INVESTMENT COUNSEL INC.	40	40	0.19%	0.49%	0.63%	Q4 2013	Q3 2023	40
CADINHA & CO LLC	27	5	0.04%	0.14%	0.74%	Q2 2013	Q3 2023	40
SMITH, MOORE & CO.	40	40	3.46%	5.89%	9.15%	Q4 2013	Q3 2023	40
Perkins Coie Trust Co	40	40	0.01%	0.11%	0.22%	Q4 2013	Q3 2023	40
CONGRESS ASSET MANAGEMENT CO /MA	18	5	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	39
Capital Investment Advisors, LLC	33	2	0.01%	0.03%	0.06%	Q4 2013	Q4 2023	39
STIFEL FINANCIAL CORP	39	39	0.01%	0.04%	0.07%	Q1 2014	Q3 2023	39
Capital Analysts, LLC	29	10	0.00%	0.21%	0.86%	Q4 2012	Q3 2023	39
PINNACLE FINANCIAL PARTNERS INC	39	39	0.17%	0.40%	0.80%	Q1 2014	Q3 2023	39
Raymond James Financial Services Advisors, Inc.	19	3	0.08%	0.33%	1.31%	Q2 2013	Q3 2023	39
FAGAN ASSOCIATES, INC.	39	39	0.10%	0.23%	0.36%	Q1 2014	Q3 2023	39
BANK OF THE WEST	39	39	0.41%	0.64%	1.01%	Q2 2013	Q4 2022	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.44%	0.61%	0.74%	Q2 2013	Q4 2022	39
FIDUCIARY TRUST CO	22	17	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	39
One Capital Management, LLC	39	39	0.01%	0.05%	0.09%	Q1 2014	Q3 2023	39
St. Johns Investment Management Company, LLC	39	39	1.46%	3.52%	7.16%	Q1 2014	Q3 2023	39
Bragg Financial Advisors, Inc	25	14	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	39
Busey Bank	39	39	0.04%	0.19%	0.47%	Q1 2014	Q3 2023	39
Tortoise Investment Management, LLC	39	39	0.01%	0.01%	0.02%	Q1 2014	Q3 2023	39
NEW ENGLAND ASSET MANAGEMENT INC	34	5	0.00%	0.26%	1.14%	Q2 2013	Q3 2023	39
ARS Investment Partners, LLC	26	13	0.09%	0.43%	1.17%	Q4 2013	Q3 2023	39
BAILARD, INC.	30	9	0.03%	0.12%	0.20%	Q3 2013	Q3 2023	39
SIGNATUREFD, LLC	23	14	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	39
NOVARE CAPITAL MANAGEMENT LLC	21	3	0.03%	0.05%	0.08%	Q3 2013	Q3 2023	38
Coyle Financial Counsel LLC	20	3	0.56%	2.17%	7.26%	Q4 2013	Q3 2023	38
Vigilant Capital Management, LLC	27	1	0.00%	0.02%	0.06%	Q2 2013	Q2 2023	38
NWAM LLC	19	1	0.04%	0.47%	1.26%	Q1 2013	Q3 2023	38
Citizens Business Bank	38	38	0.04%	0.16%	1.45%	Q4 2012	Q1 2022	38
PIONEER TRUST BANK N A/OR	28	4	0.06%	0.61%	1.00%	Q2 2013	Q3 2023	38
DOWLING & YAHNKE LLC	38	38	0.05%	0.10%	0.14%	Q2 2013	Q3 2022	38
RHUMBLINE ADVISERS	22	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	38
COLDSTREAM CAPITAL MANAGEMENT INC	34	4	0.01%	0.04%	0.10%	Q1 2014	Q3 2023	38
FARMERS & MERCHANTS INVESTMENTS INC	32	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.05%	0.07%	0.08%	Q2 2013	Q3 2022	38
MCF Advisors LLC	31	7	0.97%	3.35%	6.55%	Q1 2014	Q3 2023	38
MONETARY MANAGEMENT GROUP INC	38	38	0.02%	0.04%	0.06%	Q2 2014	Q3 2023	38
AMERICAN INTERNATIONAL GROUP, INC.	24	2	0.01%	0.04%	0.11%	Q2 2013	Q3 2023	38
PARK NATIONAL CORP /OH/	38	38	0.02%	0.03%	0.05%	Q3 2014	Q4 2023	38
DONALDSON CAPITAL MANAGEMENT, LLC	38	38	0.01%	0.06%	0.11%	Q2 2013	Q3 2022	38
Ledyard National Bank	27	4	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	38
JFS WEALTH ADVISORS, LLC	38	38	0.00%	0.07%	0.13%	Q2 2014	Q3 2023	38
Advisory Services Network, LLC	27	2	0.02%	0.08%	0.50%	Q4 2013	Q3 2023	37
SHAKER INVESTMENTS LLC/OH	21	3	0.10%	0.24%	0.37%	Q4 2013	Q3 2023	37
Stratos Wealth Partners, LTD.	37	37	0.03%	0.19%	0.94%	Q3 2014	Q3 2023	37
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.03%	0.10%	0.16%	Q2 2013	Q2 2022	37
Tower Research Capital LLC (TRC)	20	2	0.00%	0.47%	3.40%	Q2 2013	Q3 2023	37
FIRST MANHATTAN CO. LLC.	37	37	0.00%	0.00%	0.02%	Q3 2014	Q3 2023	37
MILLENNIUM MANAGEMENT LLC	18	1	0.00%	0.03%	0.18%	Q2 2013	Q3 2023	37
KINGS POINT CAPITAL MANAGEMENT	36	36	0.00%	0.42%	0.77%	Q2 2013	Q1 2022	37
CAPITAL FUND MANAGEMENT S.A.	7	2	0.00%	0.03%	0.08%	Q3 2014	Q3 2023	37
Covington Capital Management	30	7	0.59%	1.04%	1.40%	Q2 2013	Q3 2022	37
DEUTSCHE BANK AG\	23	6	0.00%	0.01%	0.20%	Q3 2013	Q3 2023	37
Cohen Klingenstein LLC	32	2	0.02%	0.03%	0.04%	Q1 2014	Q3 2023	37
MASSMUTUAL TRUST CO FSB/ADV	29	8	0.00%	0.21%	0.96%	Q3 2014	Q4 2023	37
Round Table Services, LLC	32	5	0.52%	1.37%	2.38%	Q2 2013	Q3 2022	37
Lowe Wealth Advisors, LLC	37	37	0.79%	0.99%	1.13%	Q4 2014	Q4 2023	37
Manchester Capital Management LLC	36	36	0.07%	0.13%	0.20%	Q4 2014	Q3 2023	36
OPTIMUM INVESTMENT ADVISORS	29	7	0.01%	0.19%	0.49%	Q3 2013	Q4 2023	36
Aldebaran Financial Inc.	34	2	0.23%	0.96%	1.61%	Q4 2013	Q4 2022	36
Financial Architects, Inc	30	2	0.30%	1.02%	2.70%	Q2 2013	Q2 2023	36
Klingman & Associates, LLC	36	36	1.69%	3.30%	5.40%	Q4 2014	Q3 2023	36
Parkside Financial Bank & Trust	35	1	0.04%	0.08%	0.18%	Q1 2014	Q3 2023	36
WADE G W & INC	36	36	0.07%	0.17%	0.38%	Q4 2014	Q3 2023	36
VICTORY CAPITAL MANAGEMENT INC	36	36	0.00%	0.15%	0.74%	Q4 2014	Q3 2023	36
Pinnacle Wealth Management Advisory Group, LLC	36	36	0.68%	2.28%	3.68%	Q4 2014	Q3 2023	36
Neuberger Berman Group LLC	13	10	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	36
Lido Advisors, LLC	31	31	0.00%	0.08%	0.22%	Q1 2016	Q3 2023	36
Dakota Wealth Management	36	36	0.30%	5.27%	10.59%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	1.08%	2.02%	3.14%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	1.75%	2.22%	2.41%	Q4 2014	Q3 2023	36
Paragon Capital Management Ltd	14	1	0.25%	0.34%	0.72%	Q2 2013	Q3 2023	36
Cambridge Advisors Inc.	36	36	0.43%	0.58%	0.89%	Q4 2014	Q3 2023	36
GAMBLE JONES INVESTMENT COUNSEL	36	36	0.02%	0.05%	0.08%	Q1 2014	Q4 2022	36
Spectrum Management Group, LLC	36	36	0.32%	12.33%	22.52%	Q4 2013	Q3 2022	36
MAI Capital Management	36	36	1.41%	3.10%	5.01%	Q4 2014	Q3 2023	36
FIRST NATIONAL BANK SIOUX FALLS	36	36	0.74%	1.35%	1.96%	Q2 2013	Q1 2022	36
Bison Wealth, LLC	36	36	0.05%	0.23%	0.34%	Q4 2014	Q3 2023	36
Argent Trust Co	36	36	0.13%	0.19%	0.44%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.02%	0.16%	0.64%	Q4 2014	Q3 2023	36
Meristem Family Wealth, LLC	36	36	0.59%	1.69%	2.23%	Q2 2013	Q1 2022	36
Peak Asset Management, LLC	36	36	1.22%	1.81%	2.74%	Q4 2014	Q3 2023	36
SouthState Corp	23	13	0.02%	0.10%	0.85%	Q2 2013	Q3 2023	36
Community Bank, N.A.	36	36	0.74%	1.14%	1.52%	Q4 2014	Q3 2023	36
First Financial Bank - Trust Division	24	12	1.14%	1.90%	3.16%	Q4 2013	Q4 2023	36
Livingston Group Asset Management CO (operating as Southport Capital Management)	36	36	0.12%	0.29%	0.67%	Q2 2013	Q1 2022	36
Capital Planning Advisors, LLC	36	36	0.32%	0.99%	2.12%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	0.26%	0.45%	0.67%	Q4 2014	Q3 2023	36
OLD SECOND NATIONAL BANK OF AURORA	36	36	0.11%	0.27%	0.52%	Q4 2014	Q3 2023	36
ROPES WEALTH ADVISORS LLC	35	35	0.00%	0.05%	0.09%	Q1 2015	Q3 2023	35
SOL Capital Management CO	35	35	0.10%	0.17%	0.29%	Q1 2015	Q3 2023	35
1832 Asset Management L.P.	35	35	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	35
Capital Directions Investment Advisors, LLC	16	2	0.00%	0.04%	0.07%	Q2 2013	Q4 2022	35
CIBC WORLD MARKET INC.	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	35
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	23	12	0.54%	1.52%	3.24%	Q2 2013	Q4 2022	35
Clark Capital Management Group, Inc.	28	7	0.01%	0.17%	0.85%	Q2 2013	Q2 2023	35
Country Club Trust Company, n.a.	35	35	0.79%	1.14%	1.40%	Q2 2013	Q4 2021	35
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	29	2	0.00%	0.06%	0.16%	Q2 2013	Q3 2023	35
Avior Wealth Management, LLC	35	35	0.00%	0.02%	0.03%	Q1 2015	Q3 2023	35
Paragon Capital Management LLC	23	12	0.12%	0.38%	0.73%	Q3 2014	Q3 2023	35
River Wealth Advisors LLC	35	35	0.08%	0.29%	0.59%	Q1 2015	Q3 2023	35
Long Road Investment Counsel, LLC	28	7	0.22%	0.30%	0.43%	Q4 2014	Q3 2023	35
Allworth Financial LP	35	35	0.01%	0.06%	0.27%	Q1 2015	Q3 2023	35
First Heartland Consultants, Inc.	23	3	0.02%	0.65%	2.81%	Q2 2013	Q3 2023	35
METROPOLITAN LIFE INSURANCE CO/NY	35	35	0.03%	0.20%	0.39%	Q2 2013	Q4 2021	35
BlackRock Inc.	35	35	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	35
BUCKINGHAM STRATEGIC WEALTH, LLC	28	7	0.05%	0.21%	0.75%	Q2 2014	Q3 2023	35
QCI ASSET MANAGEMENT INC/NY	34	34	0.42%	0.86%	1.50%	Q2 2013	Q3 2021	34
Endurance Wealth Management, Inc.	34	34	0.02%	0.04%	0.04%	Q1 2015	Q2 2023	34
B. Riley Wealth Advisors, Inc.	19	15	0.01%	0.08%	0.21%	Q2 2013	Q3 2023	34
Fiera Capital Corp	34	34	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	34
Psagot Value Holdings Ltd.	34	34	0.00%	0.11%	0.28%	Q2 2013	Q3 2021	34
Pegasus Partners Ltd.	34	34	0.17%	1.00%	4.75%	Q2 2015	Q3 2023	34
EDMOND DE ROTHSCHILD HOLDING S.A.	34	34	0.01%	0.03%	0.09%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.07%	0.15%	0.42%	Q2 2015	Q3 2023	34
Rehmann Capital Advisory Group	15	1	0.03%	0.26%	0.77%	Q1 2010	Q3 2023	34
Trust Co	34	34	0.04%	0.13%	0.24%	Q2 2015	Q3 2023	34
PREMIER ASSET MANAGEMENT LLC	34	34	0.06%	0.08%	0.25%	Q3 2013	Q4 2021	34
Tradewinds Capital Management, LLC	34	34	0.00%	0.00%	0.00%	Q4 2013	Q1 2022	34
EASTERN BANK	34	34	0.04%	0.06%	0.11%	Q2 2013	Q3 2021	34
Wealth Architects, LLC	34	34	0.09%	0.15%	0.26%	Q2 2015	Q3 2023	34
Twin Tree Management, LP	10	1	0.01%	0.17%	0.66%	Q4 2016	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.04%	0.10%	0.17%	Q2 2013	Q3 2021	34
WATERS PARKERSON & CO., LLC	34	34	0.01%	0.04%	0.06%	Q4 2013	Q1 2022	34
APERIMUS CAPITAL, LLC	34	34	28.86%	33.77%	41.73%	Q1 2013	Q2 2021	34
Alexandria Capital, LLC	34	34	0.64%	1.38%	3.40%	Q2 2013	Q3 2021	34
LINCOLN NATIONAL CORP	34	34	0.09%	0.14%	0.21%	Q2 2015	Q3 2023	34
ELM ADVISORS, LLC	34	34	3.70%	4.82%	5.64%	Q4 2013	Q1 2022	34
Mariner, LLC	33	1	0.03%	0.17%	0.53%	Q2 2014	Q3 2023	34
Baystate Wealth Management LLC	32	1	0.04%	0.07%	0.11%	Q2 2013	Q3 2023	33
Granite Investment Advisors, LLC	33	33	0.15%	0.19%	0.24%	Q2 2013	Q2 2021	33
Prospera Financial Services Inc	32	1	0.04%	0.33%	1.27%	Q4 2013	Q3 2023	33
Moors & Cabot, Inc.	30	3	0.04%	0.06%	0.08%	Q2 2014	Q3 2023	33
ROTHSCHILD INVESTMENT LLC /IL	33	33	0.07%	1.25%	1.79%	Q2 2013	Q2 2021	33
MATRIX ASSET ADVISORS INC/NY	22	11	0.03%	0.20%	0.38%	Q1 2014	Q3 2023	33
Freestone Capital Holdings, LLC	33	33	0.00%	0.17%	2.06%	Q3 2015	Q3 2023	33
MOODY LYNN & LIEBERSON, LLC	33	33	0.07%	0.12%	0.36%	Q3 2015	Q3 2023	33
EVERMAY WEALTH MANAGEMENT LLC	23	10	0.02%	0.14%	0.34%	Q1 2014	Q3 2023	33
Lenox Wealth Advisors, LLC	18	15	0.00%	0.15%	0.90%	Q2 2013	Q1 2022	33
ORRSTOWN FINANCIAL SERVICES INC	33	33	0.31%	0.58%	1.05%	Q3 2013	Q3 2021	33
NorthRock Partners, LLC	33	33	0.07%	0.16%	0.25%	Q3 2015	Q3 2023	33
Squarepoint Ops LLC	11	1	0.00%	0.58%	14.17%	Q2 2016	Q3 2023	33
CWM, LLC	21	1	0.00%	0.06%	0.75%	Q3 2013	Q3 2023	33
OARSMAN CAPITAL, INC.	14	1	0.11%	0.22%	0.51%	Q2 2013	Q4 2021	32
BALDWIN BROTHERS LLC/MA	32	32	0.01%	0.05%	0.09%	Q1 2016	Q4 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.08%	0.64%	1.28%	Q2 2013	Q3 2023	32
FIRST NATIONAL TRUST CO	31	1	0.02%	0.03%	0.05%	Q4 2013	Q3 2023	32
TEXAS PERMANENT SCHOOL FUND CORP	30	2	0.01%	0.14%	0.32%	Q1 2013	Q3 2023	32
NICOLET BANKSHARES INC	32	32	0.08%	0.19%	0.57%	Q4 2015	Q3 2023	32
Atria Investments, Inc	17	1	0.02%	0.28%	0.78%	Q2 2013	Q3 2023	32
People's United Financial, Inc.	17	15	0.01%	0.15%	0.43%	Q2 2013	Q1 2022	32
WEDBUSH SECURITIES INC	32	32	0.04%	0.06%	0.09%	Q4 2015	Q3 2023	32
RBF Capital, LLC	20	12	0.27%	0.62%	1.18%	Q3 2015	Q3 2023	32
Bank Pictet & Cie (Europe) AG	18	2	0.01%	0.07%	0.26%	Q4 2013	Q2 2023	32
STOCK YARDS BANK & TRUST CO	19	1	0.01%	0.06%	0.13%	Q2 2013	Q3 2023	32
NIXON PEABODY TRUST CO	32	32	0.67%	1.81%	2.65%	Q4 2015	Q3 2023	32
MML INVESTORS SERVICES, LLC	27	5	0.04%	0.17%	0.81%	Q2 2015	Q3 2023	32
Jackson, Grant Investment Advisers, Inc.	32	32	0.05%	0.08%	0.20%	Q4 2015	Q3 2023	32
Proficio Capital Partners LLC	32	32	0.13%	0.67%	1.63%	Q4 2015	Q3 2023	32
Grove Bank & Trust	32	32	1.48%	2.58%	3.77%	Q4 2015	Q3 2023	32
Tiller Private Wealth, Inc.	32	32	6.21%	9.06%	14.18%	Q4 2015	Q3 2023	32
Colorado Capital Management, Inc.	32	32	4.08%	5.10%	7.74%	Q4 2015	Q3 2023	32
BAR HARBOR WEALTH MANAGEMENT	32	32	0.03%	0.05%	0.06%	Q4 2015	Q3 2023	32
CHARTER RESEARCH & INVESTMENT GROUP, INC.	24	8	0.73%	1.85%	2.59%	Q4 2014	Q3 2023	32
Cetera Investment Advisers	32	32	0.03%	0.22%	0.42%	Q4 2015	Q3 2023	32
Sheaff Brock Investment Advisors, LLC	32	32	0.04%	0.05%	0.08%	Q4 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.30%	0.67%	1.55%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.83%	2.43%	4.08%	Q4 2015	Q3 2023	32
CPWM, LLC	31	1	0.05%	0.08%	0.14%	Q3 2014	Q3 2022	32
Jasper Ridge Partners, L.P.	32	32	0.02%	0.02%	0.03%	Q4 2015	Q3 2023	32
TCTC Holdings, LLC	30	2	0.01%	0.03%	0.05%	Q1 2015	Q3 2023	32
Asset Dedication, LLC	32	32	0.00%	0.01%	0.04%	Q4 2015	Q3 2023	32
JACOBS LEVY EQUITY MANAGEMENT, INC	32	32	0.01%	0.05%	0.73%	Q2 2013	Q1 2021	32
Kelman-Lazarov, Inc.	31	31	0.36%	0.85%	1.23%	Q1 2016	Q3 2023	31
Burt Wealth Advisors	31	31	0.07%	0.19%	0.39%	Q4 2014	Q2 2022	31
IFP Advisors, Inc	17	14	0.01%	0.16%	0.50%	Q4 2015	Q3 2023	31
Merriman Wealth Management, LLC	25	3	0.02%	0.91%	10.26%	Q3 2014	Q3 2023	31
Roble, Belko & Company, Inc	31	31	0.00%	0.04%	0.11%	Q1 2016	Q3 2023	31
Anchor Investment Management, LLC	31	31	0.01%	0.02%	0.04%	Q2 2016	Q4 2023	31
Tarbox Family Office, Inc.	31	31	0.05%	0.07%	0.12%	Q1 2016	Q3 2023	31
Overbrook Management Corp	22	3	0.05%	0.18%	0.64%	Q2 2013	Q1 2023	31
FIRST MIDWEST BANK TRUST DIVISION	20	4	0.03%	0.04%	0.05%	Q2 2013	Q4 2021	31
AVITY INVESTMENT MANAGEMENT INC.	22	1	0.02%	0.03%	0.04%	Q2 2014	Q3 2023	31
BBVA USA Bancshares, Inc.	25	6	0.05%	0.12%	0.53%	Q2 2013	Q1 2021	31
INTEGRAL DERIVATIVES, LLC	15	15	0.01%	0.09%	0.34%	Q1 2014	Q3 2017	31
Essex Financial Services, Inc.	17	1	0.06%	0.10%	0.13%	Q2 2013	Q3 2023	31
Carlton Hofferkamp & Jenks Wealth Management, LLC	31	31	0.32%	1.25%	1.83%	Q1 2016	Q3 2023	31
Private Wealth Advisors, Inc.	31	31	0.22%	0.44%	0.98%	Q2 2013	Q4 2020	31
SALEM INVESTMENT COUNSELORS INC	18	1	0.07%	0.09%	0.15%	Q2 2013	Q3 2023	31
High Falls Advisors, Inc	19	12	0.36%	0.59%	1.08%	Q4 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.01%	0.07%	0.22%	Q1 2016	Q3 2023	31
Hanson & Doremus Investment Management	31	31	0.04%	0.05%	0.06%	Q1 2016	Q3 2023	31
Cornerstone Wealth Management, LLC	25	1	0.04%	0.14%	0.41%	Q1 2016	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	0.12%	1.81%	5.71%	Q2 2016	Q3 2023	30
SevenBridge Financial Group, LLC	30	30	0.11%	0.17%	0.23%	Q2 2016	Q3 2023	30
WealthPLAN Partners, LLC	20	1	0.03%	0.10%	0.61%	Q1 2015	Q4 2023	30
Capital Advantage, Inc.	22	8	0.33%	1.54%	2.88%	Q4 2013	Q2 2021	30
Partnervest Advisory Services LLC	30	30	0.21%	0.44%	0.65%	Q2 2013	Q3 2020	30
Truepoint, Inc.	18	12	0.03%	0.07%	0.12%	Q3 2015	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.15%	0.59%	1.56%	Q2 2013	Q3 2020	30
CARRET ASSET MANAGEMENT, LLC	14	1	0.04%	0.04%	0.04%	Q1 2013	Q3 2023	30
REGENTS OF THE UNIVERSITY OF CALIFORNIA	14	2	0.26%	1.67%	5.20%	Q2 2013	Q3 2023	29
NORTH STAR ASSET MANAGEMENT INC	29	29	0.02%	0.03%	0.04%	Q3 2016	Q3 2023	29
BEACH INVESTMENT COUNSEL INC/PA	15	14	0.02%	0.03%	0.05%	Q3 2016	Q4 2023	29
WEALTHCARE CAPITAL MANAGEMENT LLC	28	1	0.00%	0.03%	0.08%	Q2 2013	Q1 2021	29
Winslow, Evans & Crocker, Inc.	29	29	0.01%	0.02%	0.04%	Q4 2013	Q4 2020	29
AllSquare Wealth Management LLC	29	29	0.00%	0.01%	0.08%	Q3 2016	Q3 2023	29
SVA Wealth Management, LLC	29	29	0.06%	0.12%	0.33%	Q4 2013	Q4 2020	29
FIRST NATIONAL BANK OF OMAHA	29	29	0.02%	0.02%	0.03%	Q1 2016	Q1 2023	29
V Wealth Advisors LLC	18	11	0.04%	0.21%	0.38%	Q1 2016	Q2 2023	29
MANUFACTURERS LIFE INSURANCE COMPANY, THE	26	1	0.00%	0.18%	0.66%	Q2 2013	Q3 2023	29
Arvest Bank Trust Division	29	29	8.13%	10.37%	11.94%	Q3 2014	Q3 2021	29
Intercontinental Wealth Advisors, LLC	29	29	0.60%	1.22%	2.36%	Q2 2016	Q2 2023	29
Rathbones Group PLC	29	29	0.00%	0.01%	0.02%	Q3 2016	Q3 2023	29
WHITE PINE CAPITAL LLC	29	29	0.00%	0.27%	0.45%	Q3 2016	Q3 2023	29
Carroll Financial Associates, Inc.	22	1	0.00%	0.01%	0.05%	Q3 2013	Q4 2021	29
Glenview Trust Co	28	1	0.01%	0.02%	0.03%	Q4 2014	Q3 2023	29
GM Advisory Group, LLC	28	1	0.07%	0.20%	0.36%	Q4 2014	Q3 2023	29
Mechanics Bank Trust Department	29	29	1.48%	1.89%	2.29%	Q3 2016	Q3 2023	29
ACG Wealth	29	29	0.03%	0.12%	0.22%	Q2 2015	Q2 2022	29
FIDUCIARY TRUST INTERNATIONAL LLC	15	13	0.19%	0.36%	0.61%	Q2 2013	Q2 2020	28
HOWARD CAPITAL MANAGEMENT	25	3	0.03%	0.05%	0.07%	Q4 2013	Q4 2020	28
Legacy Advisors, LLC	28	28	1.18%	8.94%	33.65%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	1.43%	2.39%	3.50%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.20%	0.39%	0.76%	Q4 2016	Q3 2023	28
Perigon Wealth Management, LLC	21	1	0.01%	0.09%	0.15%	Q3 2011	Q3 2023	28
Kingfisher Capital LLC	15	13	0.08%	0.62%	4.01%	Q2 2013	Q3 2023	28
Gladius Capital Management LP	28	28	0.16%	6.88%	11.23%	Q4 2013	Q3 2020	28
AE Wealth Management LLC	28	28	0.02%	0.22%	0.67%	Q4 2016	Q3 2023	28
Winch Advisory Services, LLC	28	28	0.03%	0.07%	0.23%	Q4 2016	Q3 2023	28
GenTrust, LLC	28	28	0.11%	1.87%	8.47%	Q4 2016	Q3 2023	28
Field & Main Bank	13	4	0.05%	0.07%	0.30%	Q4 2013	Q2 2023	28
OXFORD FINANCIAL GROUP, LTD. LLC	28	28	0.13%	0.32%	0.72%	Q4 2016	Q3 2023	28
Avalon Investment & Advisory	21	2	0.03%	0.07%	0.21%	Q1 2015	Q1 2023	28
Fusion Family Wealth LLC	28	28	0.03%	0.05%	0.11%	Q4 2016	Q3 2023	28
COUNTRY TRUST BANK	14	2	0.00%	0.00%	0.00%	Q2 2014	Q4 2023	28
Vantage Financial Partners Ltd., Inc.	28	28	2.08%	4.43%	11.74%	Q4 2016	Q3 2023	28
Private Ocean, LLC	28	28	0.02%	0.05%	0.09%	Q4 2016	Q3 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.08%	0.17%	0.77%	Q4 2016	Q3 2023	28
Bridgeworth, LLC	28	28	0.52%	1.80%	2.84%	Q4 2016	Q3 2023	28
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	28	28	1.93%	2.64%	3.46%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.62%	0.81%	1.14%	Q1 2016	Q4 2022	28
WEST PACES ADVISORS INC.	28	28	0.64%	1.18%	1.67%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	28
REDW Wealth LLC	28	28	0.11%	0.18%	0.33%	Q4 2016	Q3 2023	28
LYELL WEALTH MANAGEMENT, LP	28	28	0.15%	0.34%	0.72%	Q4 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.04%	0.06%	0.09%	Q1 2017	Q4 2023	28
TIEDEMANN ADVISORS, LLC	28	28	0.04%	0.07%	0.14%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.23%	0.28%	0.38%	Q2 2013	Q2 2022	28
Birch Hill Investment Advisors LLC	12	1	0.01%	0.02%	0.02%	Q2 2014	Q3 2023	27
FIFTH THIRD SECURITIES, INC.	21	6	0.51%	1.57%	4.26%	Q4 2016	Q3 2023	27
Simmons Bank	27	27	0.98%	1.34%	1.70%	Q1 2017	Q3 2023	27
RMB Capital Management, LLC	24	3	0.03%	0.35%	0.48%	Q2 2016	Q3 2023	27
Confluence Wealth Management LLC	27	27	4.34%	8.44%	13.93%	Q1 2014	Q3 2020	27
LCNB CORP	21	6	0.36%	0.44%	0.64%	Q4 2016	Q3 2023	27
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	15	1	0.03%	0.07%	0.11%	Q2 2013	Q3 2020	27
ZWJ INVESTMENT COUNSEL INC	27	27	0.05%	0.11%	0.31%	Q1 2017	Q3 2023	27
RWA WEALTH PARTNERS, LLC	27	27	0.01%	0.04%	0.07%	Q1 2017	Q3 2023	27
Haverford Trust Co	27	27	0.02%	0.04%	0.07%	Q1 2017	Q3 2023	27
JAMES INVESTMENT RESEARCH INC	27	27	0.01%	0.02%	0.03%	Q2 2013	Q4 2019	27
Conservest Capital Advisors, Inc.	27	27	10.26%	12.85%	16.43%	Q1 2017	Q3 2023	27
Sutton Wealth Advisors Inc.	27	27	0.02%	0.03%	0.04%	Q1 2017	Q3 2023	27
Mathes Company, Inc.	25	2	0.28%	0.59%	0.74%	Q4 2016	Q3 2023	27
Cerity Partners LLC	27	27	0.08%	0.25%	0.47%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.07%	0.12%	0.19%	Q2 2013	Q4 2019	27
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	27	27	0.99%	1.24%	1.45%	Q2 2013	Q4 2019	27
Ironwood Financial, llc	23	4	0.00%	0.01%	0.02%	Q4 2014	Q3 2021	27
TOCQUEVILLE ASSET MANAGEMENT L.P.	24	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2020	27
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	25	1	0.00%	0.12%	0.50%	Q4 2015	Q3 2023	27
Whitnell & Co.	27	27	0.40%	0.93%	1.60%	Q2 2013	Q4 2019	27
King Wealth Management Group	27	27	5.80%	8.31%	9.95%	Q2 2013	Q4 2019	27
Pacific Center for Financial Services	24	3	2.24%	3.42%	5.27%	Q4 2016	Q3 2023	27
Diversified Trust Co	14	13	0.01%	0.04%	0.09%	Q3 2016	Q4 2023	27
Global Retirement Partners, LLC	20	7	0.12%	0.85%	3.81%	Q4 2016	Q3 2023	27
ARTHUR M. COHEN & ASSOCIATES, LLC	24	3	0.08%	0.29%	0.50%	Q4 2016	Q3 2023	27
SIMON QUICK ADVISORS, LLC	27	27	0.01%	0.08%	0.16%	Q1 2017	Q3 2023	27
Glassman Wealth Services	26	1	0.15%	0.23%	0.34%	Q4 2016	Q3 2023	27
BlueSky Wealth Advisors, LLC	23	4	0.04%	0.10%	0.15%	Q4 2016	Q3 2023	27
HM PAYSON & CO	18	3	0.01%	0.03%	0.10%	Q4 2016	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.01%	0.03%	0.08%	Q2 2013	Q3 2019	26
FORVIS Wealth Advisors, LLC	13	5	0.01%	0.02%	0.03%	Q3 2016	Q3 2023	26
ProVise Management Group, LLC	26	26	0.03%	0.04%	0.06%	Q2 2017	Q3 2023	26
EXENCIAL WEALTH ADVISORS, LLC	24	24	0.00%	0.04%	0.08%	Q4 2017	Q3 2023	26
CIBC Private Wealth Group, LLC	13	13	0.01%	0.02%	0.03%	Q1 2017	Q3 2023	26
MADISON INVESTMENT HOLDINGS INC	26	26	0.01%	0.10%	0.28%	Q2 2013	Q3 2019	26
NEXT Financial Group, Inc	13	6	0.00%	0.04%	0.10%	Q3 2014	Q4 2021	26
SUNTRUST BANKS INC	26	26	0.02%	0.11%	0.24%	Q2 2013	Q3 2019	26
QUADRANT CAPITAL GROUP LLC	16	10	0.00%	0.03%	0.09%	Q3 2016	Q3 2023	26
USCA RIA LLC	15	11	0.02%	0.28%	0.58%	Q2 2013	Q2 2020	26
Spears Abacus Advisors LLC	14	12	0.02%	0.03%	0.04%	Q1 2017	Q3 2023	26
FLAGSHIP HARBOR ADVISORS, LLC	26	26	0.02%	0.05%	0.09%	Q2 2017	Q3 2023	26
Brookmont Capital Management	20	1	0.06%	0.10%	0.20%	Q3 2013	Q2 2023	26
Norway Savings Bank	26	26	0.11%	0.22%	0.34%	Q4 2016	Q1 2023	26
LEVEL FOUR ADVISORY SERVICES, LLC	18	8	0.02%	0.07%	0.28%	Q4 2016	Q3 2023	26
Chanos & Co LP	20	20	0.05%	6.51%	20.13%	Q2 2013	Q1 2018	26
LeJeune Puetz Investment Counsel LLC	26	26	0.67%	0.85%	1.22%	Q4 2016	Q1 2023	26
Keeley-Teton Advisors, LLC	17	9	0.02%	0.15%	0.28%	Q1 2017	Q3 2023	26
Providence First Trust Co	26	26	0.44%	0.99%	1.80%	Q2 2017	Q3 2023	26
BRIGHTON JONES LLC	26	26	0.02%	0.04%	0.09%	Q2 2017	Q3 2023	26
KLS Professional Advisors Group, LLC	25	25	5.67%	37.34%	56.94%	Q2 2013	Q2 2019	25
Corient Capital Partners, LLC	25	25	1.69%	3.46%	5.42%	Q3 2016	Q3 2022	25
SUN LIFE FINANCIAL INC	21	4	0.04%	1.14%	8.93%	Q4 2015	Q1 2022	25
OneDigital Investment Advisors LLC	20	5	0.04%	0.11%	0.22%	Q2 2017	Q3 2023	25
SHINE INVESTMENT ADVISORY SERVICES INC	21	4	3.48%	12.83%	18.67%	Q2 2014	Q3 2020	25
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	18	1	0.06%	1.25%	3.67%	Q4 2015	Q3 2022	25
WILLIAMS JONES & ASSOCIATES LLC	25	25	0.06%	0.10%	0.12%	Q2 2013	Q2 2019	25
Savant Capital, LLC	25	25	0.02%	0.07%	0.18%	Q3 2017	Q3 2023	25
Waldron Private Wealth LLC	25	25	0.23%	0.92%	1.91%	Q3 2017	Q3 2023	25
THOMPSON DAVIS & CO., INC.	17	8	0.05%	1.05%	2.59%	Q3 2014	Q3 2023	25
Westside Investment Management, Inc.	15	1	0.01%	0.15%	1.08%	Q4 2016	Q3 2023	25
M Holdings Securities, Inc.	19	1	0.02%	0.16%	0.29%	Q3 2014	Q1 2023	25
FIRST FINANCIAL CORP /IN/	25	25	0.02%	0.35%	0.76%	Q2 2013	Q2 2019	25
VICUS CAPITAL	24	1	0.02%	0.47%	0.80%	Q4 2013	Q1 2020	25
Lourd Capital, LLC	25	25	0.28%	0.56%	1.47%	Q2 2013	Q2 2019	25
Freedom Investment Management, Inc.	19	1	0.02%	6.48%	15.62%	Q1 2013	Q4 2022	25
Hugh Johnson Advisors LLC	25	25	3.32%	4.49%	6.10%	Q2 2013	Q2 2019	25
BDO Wealth Advisors, LLC	25	25	1.79%	3.55%	8.71%	Q2 2017	Q2 2023	25
Marble Harbor Investment Counsel, LLC	25	25	0.05%	0.12%	0.21%	Q3 2017	Q3 2023	25
Belpointe Asset Management LLC	25	25	0.03%	0.35%	0.96%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	25
Simplicity Solutions, LLC	19	3	0.01%	0.20%	0.51%	Q2 2015	Q3 2023	25
Orgel Wealth Management, LLC	25	25	0.02%	0.13%	0.30%	Q3 2017	Q3 2023	25
Voya Financial Advisors, Inc.	25	25	0.01%	1.20%	4.30%	Q1 2015	Q1 2021	25
Horan Securities, Inc.	11	1	0.02%	0.04%	0.05%	Q3 2016	Q2 2023	25
Diversified Portfolios, Inc.	25	25	0.96%	2.03%	3.31%	Q3 2017	Q3 2023	25
INTERACTIVE FINANCIAL ADVISORS, INC.	10	1	0.00%	0.42%	3.63%	Q1 2014	Q1 2022	25
MetLife Investment Management, LLC	24	24	0.03%	0.20%	0.40%	Q4 2017	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.37%	0.79%	1.44%	Q4 2017	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	2.12%	2.33%	2.52%	Q4 2017	Q3 2023	24
Spot Trading L.L.C	5	3	0.00%	0.03%	0.19%	Q2 2013	Q4 2016	24
CENTAURUS FINANCIAL, INC.	24	24	0.04%	0.39%	0.97%	Q4 2017	Q3 2023	24
Summit Trail Advisors, LLC	24	24	0.03%	0.11%	0.36%	Q4 2017	Q3 2023	24
Acorn Wealth Advisors, LLC	24	24	0.41%	0.63%	0.96%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.09%	0.14%	0.26%	Q4 2017	Q3 2023	24
Keeler Thomas Management LLC	24	24	0.10%	0.68%	2.60%	Q4 2017	Q3 2023	24
Seelaus Asset Management LLC	24	24	0.39%	0.49%	0.71%	Q4 2017	Q3 2023	24
Baugh & Associates, LLC	24	24	0.21%	0.24%	0.31%	Q4 2017	Q3 2023	24
VISTA INVESTMENT MANAGEMENT	24	24	0.37%	0.45%	0.59%	Q4 2017	Q3 2023	24
TIAA, FSB	18	6	0.03%	0.05%	0.08%	Q2 2017	Q2 2023	24
All Terrain Financial Advisors, LLC	24	24	0.90%	2.19%	4.31%	Q4 2017	Q3 2023	24
Valmark Advisers, Inc.	24	24	0.01%	0.02%	0.02%	Q4 2017	Q3 2023	24
Fiduciary Trust Co International of Pennsylvania	20	4	0.02%	0.04%	0.06%	Q2 2013	Q1 2020	24
Paulson Wealth Management Inc.	24	24	0.14%	0.88%	3.60%	Q4 2017	Q3 2023	24
jvl associates llc	24	24	4.66%	6.63%	8.12%	Q4 2017	Q3 2023	24
TRUST DEPARTMENT MB FINANCIAL BANK N A	24	24	0.02%	0.07%	0.15%	Q2 2013	Q1 2019	24
Clean Yield Group	10	1	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	24
HoyleCohen, LLC	24	24	0.19%	0.29%	0.38%	Q4 2017	Q3 2023	24
Eldridge Investment Advisors, Inc.	24	24	0.60%	1.14%	2.05%	Q4 2017	Q3 2023	24
Sigma Investment Management Co	24	24	0.17%	0.22%	0.29%	Q1 2013	Q4 2018	24
WealthTrust Fairport, LLC	24	24	4.17%	5.62%	6.54%	Q2 2013	Q1 2019	24
Berkshire Money Management, Inc.	19	5	0.12%	9.33%	15.45%	Q1 2013	Q2 2020	24
IFG Advisory, LLC	24	24	0.21%	0.97%	2.20%	Q4 2017	Q3 2023	24
Sequoia Financial Advisors, LLC	15	1	0.01%	0.04%	0.12%	Q2 2016	Q3 2023	24
Tower View Wealth Management LLC	24	24	0.00%	2.37%	4.82%	Q4 2017	Q3 2023	24
HL FINANCIAL SERVICES LLC	24	24	0.02%	0.04%	0.06%	Q2 2013	Q1 2019	24
Frontier Wealth Management LLC	23	1	0.06%	1.26%	2.00%	Q1 2015	Q2 2022	24
B. Riley Wealth Management, Inc.	12	3	0.00%	0.41%	1.07%	Q1 2014	Q2 2022	24
Private Wealth Group, LLC	24	24	0.50%	2.03%	6.98%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.09%	0.15%	0.27%	Q4 2017	Q3 2023	24
Nicollet Investment Management, Inc.	24	24	0.25%	0.89%	2.17%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.77%	0.93%	1.10%	Q4 2017	Q3 2023	24
THRIVENT FINANCIAL FOR LUTHERANS	11	2	0.00%	0.00%	0.03%	Q3 2014	Q3 2023	24
PFG Advisors	24	24	0.12%	0.35%	0.66%	Q4 2017	Q3 2023	24
Pegasus Asset Management, Inc.	24	24	1.24%	1.70%	2.72%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	0.78%	2.79%	6.94%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.98%	1.36%	1.91%	Q4 2017	Q3 2023	24
Broadview Financial Management, LLC	24	24	0.33%	0.44%	0.53%	Q4 2017	Q3 2023	24
RETIREMENT INCOME SOLUTIONS, INC	24	24	1.49%	6.00%	14.28%	Q4 2017	Q3 2023	24
UNITED BANK	24	24	0.13%	0.21%	0.31%	Q4 2017	Q3 2023	24
REILLY FINANCIAL ADVISORS, LLC	16	1	0.00%	0.00%	0.03%	Q4 2013	Q4 2021	23
BREMER TRUST NATIONAL ASSOCIATION	23	23	0.08%	0.20%	0.42%	Q2 2013	Q4 2018	23
BADGLEY PHELPS & BELL INC	23	23	0.13%	0.19%	0.36%	Q4 2015	Q2 2021	23
Patriot Wealth Management, Inc.	23	23	2.87%	3.20%	3.46%	Q2 2013	Q4 2018	23
Brinker Capital Investments, LLC	15	1	0.00%	0.15%	0.52%	Q2 2013	Q4 2022	23
WHALEROCK POINT PARTNERS, LLC	19	1	0.32%	0.91%	1.18%	Q3 2015	Q3 2023	23
BANK OF NOVA SCOTIA	9	6	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	23
WASHINGTON TRUST BANK	21	1	0.01%	0.03%	0.08%	Q1 2014	Q3 2023	23
AdvisorNet Financial, Inc	23	23	0.00%	0.00%	0.02%	Q1 2018	Q3 2023	23
ASPIRIANT, LLC	23	23	0.02%	0.09%	0.15%	Q1 2018	Q3 2023	23
Leonetti & Associates, LLC	23	23	0.09%	5.92%	12.51%	Q2 2013	Q4 2018	23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	23	23	0.02%	0.04%	0.08%	Q1 2018	Q3 2023	23
Eidelman Virant Capital	22	1	0.11%	0.17%	0.23%	Q2 2013	Q3 2020	23
FIRST BUSINESS FINANCIAL SERVICES, INC.	14	9	0.04%	0.08%	0.12%	Q4 2017	Q3 2023	23
HANCOCK WHITNEY CORP	21	2	0.02%	0.50%	0.63%	Q1 2015	Q3 2023	23
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	6	0.00%	0.07%	0.30%	Q2 2013	Q2 2021	23
Pachira Investments Inc.	13	2	0.19%	7.26%	22.49%	Q4 2016	Q2 2023	23
FDx Advisors, Inc.	21	2	0.01%	1.02%	3.17%	Q3 2013	Q2 2019	23
SIGNET FINANCIAL MANAGEMENT, LLC	14	4	0.04%	0.06%	0.14%	Q3 2017	Q3 2023	23
Mendel Money Management	14	1	0.13%	0.30%	0.76%	Q3 2014	Q3 2023	23
HARTLINE INVESTMENT CORP/	23	23	0.07%	0.16%	0.23%	Q2 2013	Q4 2018	23
Merit Financial Group, LLC	16	7	0.05%	0.22%	0.60%	Q4 2017	Q3 2023	23
Venturi Wealth Management, LLC	11	1	0.04%	0.14%	0.62%	Q2 2017	Q3 2023	23
Quadrant Private Wealth Management, LLC	19	4	0.17%	0.37%	0.98%	Q4 2017	Q3 2023	23
Holistic Financial Partners	21	2	0.28%	0.54%	0.73%	Q4 2017	Q3 2023	23
Prime Capital Investment Advisors, LLC	19	4	0.02%	0.07%	0.32%	Q4 2017	Q3 2023	23
Howard Capital Management Inc.	14	9	0.30%	2.66%	14.43%	Q4 2017	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.02%	0.04%	0.07%	Q1 2018	Q3 2023	23
Capital Advisory Group Advisory Services, LLC	21	1	0.57%	1.03%	1.37%	Q1 2018	Q3 2023	22
Bedel Financial Consulting, Inc.	22	22	0.06%	0.09%	0.12%	Q1 2018	Q2 2023	22
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	10	2	0.01%	0.02%	0.05%	Q4 2016	Q3 2023	22
PRIVATE ASSET MANAGEMENT INC	22	22	0.30%	0.40%	0.49%	Q2 2018	Q3 2023	22
Brand Asset Management Group, Inc.	22	22	0.09%	0.17%	0.29%	Q2 2018	Q3 2023	22
Vishria Bird Financial Group, LLC	22	22	0.21%	0.31%	0.47%	Q2 2018	Q3 2023	22
PARAMETRIC PORTFOLIO ASSOCIATES LLC	22	22	0.01%	0.02%	0.03%	Q4 2016	Q1 2022	22
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	22	22	0.15%	0.43%	1.06%	Q2 2013	Q3 2018	22
CAPITAL ONE, NATIONAL ASSOCIATION	21	1	0.05%	1.62%	2.26%	Q2 2013	Q4 2019	22
SMITH CHAS P & ASSOCIATES PA CPAS	12	1	0.02%	0.03%	0.08%	Q1 2016	Q3 2023	22
Asset Planning Services, Ltd.	22	22	0.10%	0.14%	0.20%	Q2 2015	Q3 2020	22
HAP Trading, LLC	8	1	0.00%	0.24%	0.88%	Q3 2014	Q3 2023	22
NEVILLE RODIE & SHAW INC	22	22	0.77%	1.09%	1.37%	Q2 2013	Q3 2018	22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	17	5	0.02%	0.04%	0.06%	Q1 2018	Q3 2023	22
BRINKER CAPITAL INC	16	1	0.01%	0.30%	0.53%	Q2 2013	Q4 2019	22
Certified Advisory Corp	11	11	0.03%	0.08%	0.16%	Q4 2017	Q3 2023	22
Keystone Financial Group	20	2	0.48%	0.74%	1.53%	Q1 2018	Q3 2023	22
HALL LAURIE J TRUSTEE	13	9	0.01%	0.23%	0.48%	Q2 2013	Q4 2018	22
ROBERTS GLORE & CO INC /IL/	16	1	0.14%	0.22%	0.37%	Q4 2014	Q3 2023	22
WP Advisors, LLC	10	2	0.10%	1.51%	10.62%	Q1 2017	Q3 2023	22
VALLEY NATIONAL ADVISERS INC	20	2	0.00%	0.01%	0.05%	Q4 2014	Q3 2023	22
Midwest Professional Planners, LTD.	22	22	0.11%	3.63%	7.14%	Q4 2017	Q1 2023	22
WBH ADVISORY INC	19	3	0.04%	0.22%	0.62%	Q1 2018	Q3 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.16%	0.29%	0.47%	Q2 2018	Q3 2023	22
McGuire Investment Group, LLC	21	21	0.12%	0.16%	0.23%	Q3 2018	Q3 2023	21
Global Trust Asset Management, LLC	13	8	0.01%	0.02%	0.03%	Q4 2017	Q3 2023	21
Regal Investment Advisors LLC	20	1	0.05%	0.40%	0.91%	Q2 2013	Q2 2020	21
Larson Financial Group LLC	12	12	0.00%	0.06%	0.32%	Q4 2020	Q3 2023	21
Mascoma Wealth Management LLC	11	1	0.03%	0.06%	0.09%	Q4 2016	Q3 2023	21
Integrated Investment Consultants, LLC	8	2	0.08%	0.19%	0.26%	Q4 2015	Q3 2021	21
Smart Portfolios, LLC	11	1	0.26%	3.19%	11.07%	Q2 2013	Q1 2022	21
BINGHAM OSBORN & SCARBOROUGH LLC	19	1	0.02%	0.03%	0.04%	Q3 2014	Q3 2021	21
CIBC BANK USA	14	3	0.03%	0.08%	0.16%	Q2 2013	Q4 2019	21
Canton Hathaway, LLC	21	21	0.02%	0.02%	0.03%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.08%	0.11%	0.16%	Q1 2017	Q3 2023	21
TRUSTCORE FINANCIAL SERVICES, LLC	21	21	0.02%	0.04%	0.07%	Q4 2017	Q4 2022	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.02%	0.10%	Q3 2018	Q3 2023	21
CREATIVE FINANCIAL DESIGNS INC /ADV	9	4	0.00%	0.06%	0.32%	Q4 2016	Q3 2023	21
BerganKDV Wealth Management, LLC	21	21	0.02%	0.03%	0.04%	Q2 2018	Q2 2023	21
First Washington CORP	21	21	0.01%	0.01%	0.02%	Q4 2016	Q4 2021	21
L & S Advisors Inc	16	1	0.04%	0.27%	3.38%	Q2 2016	Q3 2023	21
Clarus Wealth Advisors	21	21	0.01%	0.24%	0.34%	Q2 2018	Q2 2023	21
Laurel Wealth Advisors LLC	20	20	0.04%	0.05%	0.05%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.08%	0.67%	4.95%	Q4 2014	Q3 2019	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.04%	0.09%	0.13%	Q2 2013	Q1 2018	20
Edmonds Duncan Registered Investment Advisors, LLC	12	8	0.07%	0.09%	0.13%	Q4 2016	Q3 2023	20
Institute for Wealth Management, LLC.	20	20	0.05%	0.12%	0.16%	Q4 2018	Q3 2023	20
FLOW TRADERS U.S. LLC	3	1	0.00%	0.41%	1.81%	Q4 2013	Q3 2023	20
Zions Bancorporation, N.A.	20	20	0.01%	0.06%	0.18%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.02%	0.32%	0.67%	Q4 2015	Q3 2020	20
UBS ASSET MANAGEMENT AMERICAS INC	20	20	0.00%	0.00%	0.01%	Q4 2014	Q3 2019	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.08%	0.16%	0.22%	Q4 2018	Q3 2023	20
Sound Income Strategies, LLC	15	5	0.00%	0.01%	0.06%	Q4 2017	Q2 2023	20
M&R CAPITAL MANAGEMENT INC	15	5	0.02%	0.04%	0.05%	Q2 2016	Q4 2023	20
KMG FIDUCIARY PARTNERS, LLC	20	20	0.53%	1.86%	3.29%	Q4 2018	Q3 2023	20
Simply Money Advisors	20	20	0.75%	3.35%	4.91%	Q2 2013	Q1 2018	20
Integrated Advisors Network LLC	16	16	0.00%	0.16%	1.26%	Q4 2019	Q3 2023	20
Capital Investment Advisory Services, LLC	8	4	0.03%	0.09%	0.21%	Q1 2018	Q3 2023	20
CCG WEALTH MANAGEMENT, LLC	20	20	0.31%	0.46%	0.72%	Q4 2018	Q3 2023	20
Meridian Wealth Advisors, LLC	20	20	1.32%	1.57%	2.17%	Q4 2018	Q3 2023	20
BAHL & GAYNOR INC	20	20	0.01%	0.01%	0.01%	Q2 2013	Q1 2018	20
Frisch Financial Group, Inc.	20	20	0.14%	0.33%	0.56%	Q4 2018	Q3 2023	20
Wealthspire Advisors, LLC	20	20	0.04%	0.09%	0.14%	Q4 2018	Q3 2023	20
GYL FINANCIAL SYNERGIES, LLC	20	20	0.08%	1.32%	4.47%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.60%	0.83%	1.49%	Q4 2018	Q3 2023	20
Farmers & Merchants Trust Co of Long Beach	20	20	0.41%	0.64%	0.80%	Q4 2018	Q3 2023	20
Pettinga Financial Advisors LLC	20	20	0.19%	0.68%	1.39%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.03%	0.11%	0.31%	Q4 2017	Q3 2022	20
Lumina Fund Management LLC	20	20	0.07%	0.18%	0.43%	Q2 2013	Q1 2018	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.05%	0.14%	0.26%	Q4 2018	Q3 2023	20
Thomas J. Herzfeld Advisors, Inc.	20	20	0.02%	0.03%	0.04%	Q4 2018	Q3 2023	20
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	20	20	0.09%	0.14%	0.31%	Q1 2013	Q4 2017	20
CRA Financial Services, LLC	20	20	0.08%	0.12%	0.20%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.06%	0.13%	0.46%	Q4 2018	Q3 2023	20
PATHSTONE FAMILY OFFICE, LLC	20	20	0.00%	0.18%	3.35%	Q4 2018	Q3 2023	20
Caprock Group, LLC	12	1	0.02%	0.11%	0.18%	Q2 2017	Q3 2023	20
ELEMENT POINTE ADVISORS, LLC	20	20	0.53%	0.75%	1.04%	Q4 2018	Q3 2023	20
SlateStone Wealth, LLC	20	20	1.52%	2.47%	5.14%	Q4 2018	Q3 2023	20
Hardy Reed LLC	20	20	0.22%	0.28%	0.39%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.01%	0.04%	0.18%	Q4 2018	Q3 2023	20
Benchmark Financial Wealth Advisors, LLC	20	20	1.27%	1.84%	2.92%	Q4 2018	Q3 2023	20
SEI INVESTMENTS CO	13	6	0.00%	0.00%	0.00%	Q2 2015	Q2 2020	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.03%	0.04%	0.08%	Q3 2018	Q3 2023	19
TFG Advisers LLC	14	5	0.13%	0.15%	0.18%	Q4 2018	Q3 2023	19
WESCAP Management Group, Inc.	19	19	0.08%	0.30%	0.74%	Q1 2016	Q3 2020	19
MEEDER ASSET MANAGEMENT INC	15	1	0.00%	0.03%	0.09%	Q1 2015	Q3 2023	19
ST GERMAIN D J CO INC	19	19	0.81%	0.90%	1.03%	Q2 2013	Q4 2017	19
Bremer Bank National Association	19	19	0.25%	0.30%	0.38%	Q1 2019	Q3 2023	19
SRS Capital Advisors, Inc.	10	2	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	19
Abbrea Capital, LLC	10	1	0.04%	0.05%	0.08%	Q1 2017	Q3 2023	19
ATLAS CAPITAL ADVISORS LLC	12	7	0.00%	0.01%	0.01%	Q4 2018	Q3 2023	19
MONETA GROUP INVESTMENT ADVISORS LLC	15	1	0.01%	0.06%	0.17%	Q3 2015	Q3 2023	19
Arete Wealth Advisors, LLC	7	1	0.02%	0.27%	0.77%	Q4 2013	Q2 2023	19
TSFG, LLC	19	19	0.58%	0.84%	1.44%	Q1 2019	Q3 2023	19
Independence Trust CO	19	19	0.75%	1.80%	3.43%	Q2 2013	Q4 2017	19
Harvest Investment Services, LLC	14	5	0.35%	1.71%	3.92%	Q4 2018	Q3 2023	19
Ionic Capital Management LLC	9	1	0.03%	0.99%	6.57%	Q2 2013	Q3 2018	19
Rikoon Group, LLC	19	19	0.08%	0.11%	0.19%	Q3 2016	Q1 2021	19
WealthShield Partners, LLC	9	2	0.03%	0.12%	0.19%	Q4 2017	Q3 2023	19
Transamerica Financial Advisors, Inc.	9	1	0.00%	0.21%	0.73%	Q1 2015	Q3 2023	19
Western Wealth Management, LLC	11	8	0.04%	0.08%	0.19%	Q4 2018	Q3 2023	19
CULLEN/FROST BANKERS, INC.	19	19	0.00%	0.04%	0.05%	Q1 2019	Q3 2023	19
Tennessee Valley Asset Management Partners	10	9	0.29%	0.39%	0.77%	Q4 2018	Q3 2023	19
Virtu Financial LLC	6	1	0.02%	1.52%	5.52%	Q2 2013	Q4 2019	19
IFC Holdings Incorporated/FL	19	19	0.07%	0.70%	1.67%	Q2 2013	Q4 2017	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.02%	0.03%	0.05%	Q1 2019	Q3 2023	19
Clearwater Capital Advisors, LLC	12	7	0.04%	0.04%	0.07%	Q1 2017	Q3 2023	19
DUBUQUE BANK & TRUST CO	9	1	0.00%	0.02%	0.03%	Q1 2014	Q1 2022	19
Altium Wealth Management LLC	19	19	0.04%	0.15%	0.63%	Q4 2017	Q2 2022	19
Evensky & Katz LLC	19	19	0.31%	0.43%	0.54%	Q1 2019	Q3 2023	19
CYPRESS CAPITAL MANAGEMENT LLC	15	4	0.04%	0.04%	0.05%	Q4 2017	Q3 2022	19
Ancora Advisors LLC	16	1	0.00%	0.01%	0.03%	Q4 2016	Q3 2023	19
HOLLENCREST CAPITAL MANAGEMENT	14	1	0.01%	0.15%	0.25%	Q4 2013	Q3 2023	19
First National Bank of South Miami	19	19	0.02%	0.05%	0.08%	Q4 2018	Q2 2023	19
AlphaStar Capital Management, LLC	12	7	0.03%	0.05%	0.14%	Q2 2018	Q3 2023	19
NATIONAL PLANNING CORP	19	19	0.15%	1.05%	3.24%	Q2 2013	Q4 2017	19
Virtu KCG Holdings LLC	11	3	0.00%	0.14%	1.74%	Q3 2013	Q2 2017	19
PRICE T ROWE ASSOCIATES INC /MD/	12	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	19
America First Investment Advisors, LLC	18	1	0.01%	0.02%	0.12%	Q1 2017	Q1 2022	19
MARSHALL WACE, LLP	4	1	0.00%	0.03%	0.26%	Q2 2019	Q1 2023	19
Private Capital Group, LLC	19	19	0.07%	0.16%	0.24%	Q4 2017	Q2 2022	19
Old North State Trust, LLC	8	5	0.03%	0.35%	0.60%	Q3 2018	Q3 2023	19
Premise Capital, LLC	19	19	0.13%	3.54%	10.83%	Q4 2015	Q2 2020	19
TRAIN BABCOCK ADVISORS LLC	17	1	1.07%	1.28%	1.72%	Q2 2013	Q4 2017	18
VAN STRUM & TOWNE INC.	10	1	0.08%	0.13%	0.18%	Q1 2015	Q2 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.07%	0.11%	0.20%	Q2 2013	Q3 2017	18
BFSG, LLC	11	1	0.03%	0.32%	1.05%	Q2 2017	Q3 2023	18
Heritage Trust Co	7	4	0.03%	0.04%	0.04%	Q2 2017	Q3 2023	18
Private Vista, LLC	9	9	0.08%	0.12%	0.19%	Q4 2015	Q2 2020	18
Robertson Stephens Wealth Management, LLC	18	18	0.03%	0.09%	0.30%	Q2 2019	Q3 2023	18
Semmax Financial Advisors Inc.	17	1	0.02%	0.07%	0.56%	Q4 2018	Q3 2023	18
BANQUE PICTET & CIE SA	11	1	0.01%	0.04%	0.16%	Q4 2013	Q1 2019	18
CenterStar Asset Management, LLC	4	1	0.00%	0.28%	2.56%	Q3 2019	Q4 2022	18
Sowell Financial Services LLC	10	1	0.00%	0.20%	0.52%	Q4 2016	Q1 2023	18
Commonwealth Equity Services, Inc	18	18	0.27%	0.33%	0.41%	Q2 2013	Q3 2017	18
SHEETS SMITH WEALTH MANAGEMENT	11	7	0.12%	0.14%	0.15%	Q4 2013	Q2 2018	18
WINTRUST INVESTMENTS LLC	9	2	0.02%	0.05%	0.10%	Q2 2018	Q3 2023	18
Front Street Capital Management, Inc.	7	5	0.05%	0.08%	0.11%	Q2 2016	Q4 2021	18
ING GROEP NV	15	1	0.00%	0.06%	0.20%	Q4 2013	Q3 2021	18
WIMMER ASSOCIATES 1, LLC	17	1	0.14%	0.36%	0.45%	Q4 2015	Q1 2021	18
Jacobus Wealth Management, Inc.	18	18	2.79%	3.45%	4.07%	Q2 2013	Q3 2017	18
Financial Advocates Investment Management	14	4	0.03%	0.11%	0.33%	Q4 2017	Q2 2022	18
LODESTAR INVESTMENT COUNSEL LLC/IL	18	18	0.04%	0.05%	0.07%	Q1 2015	Q2 2019	18
UNITED BANK, INC.	18	18	0.42%	0.51%	0.75%	Q2 2013	Q3 2017	18
Miracle Mile Advisors, LLC	18	18	0.02%	0.65%	1.16%	Q2 2019	Q3 2023	18
TRUST CO OF VIRGINIA /VA	17	1	0.03%	0.04%	0.04%	Q2 2014	Q4 2018	18
GREAT VALLEY ADVISOR GROUP, INC.	14	4	0.02%	0.03%	0.07%	Q1 2019	Q3 2023	18
UBS AG	6	6	0.00%	0.08%	0.26%	Q2 2013	Q3 2014	18
SVB WEALTH LLC	18	18	0.12%	0.58%	2.50%	Q2 2019	Q3 2023	18
FormulaFolio Investments, LLC	13	2	0.01%	0.03%	0.16%	Q4 2014	Q2 2021	18
WEBSTER BANK, N. A.	7	5	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	18
Astor Investment Management LLC	13	5	0.00%	4.45%	8.69%	Q1 2015	Q3 2019	18
HIGHLAND CAPITAL MANAGEMENT, LLC	10	2	0.00%	0.17%	0.38%	Q2 2015	Q3 2023	18
SNS Financial Group, LLC	17	1	0.03%	0.84%	1.76%	Q1 2013	Q3 2023	18
Summit Financial Wealth Advisors, LLC	7	1	0.06%	0.19%	0.27%	Q4 2015	Q4 2022	18
Homrich & Berg	18	18	0.02%	0.07%	0.14%	Q2 2017	Q3 2021	18
Wealth Alliance Advisory Group, LLC	10	3	0.11%	4.98%	7.13%	Q4 2017	Q3 2023	18
Avantax Planning Partners, Inc.	11	1	0.01%	0.05%	0.16%	Q4 2016	Q3 2023	18
CORTLAND ASSOCIATES INC/MO	11	3	0.03%	0.11%	0.44%	Q3 2016	Q3 2023	18
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	18	18	0.35%	0.53%	0.73%	Q2 2019	Q3 2023	18
White Pine Investment CO	7	4	0.10%	0.18%	0.37%	Q2 2017	Q3 2023	17
Geneva Advisors, LLC	17	17	0.02%	0.04%	0.07%	Q2 2013	Q2 2017	17
Leisure Capital Management	17	17	0.30%	0.39%	0.51%	Q3 2019	Q3 2023	17
FULTON BREAKEFIELD BROENNIMAN LLC	17	17	0.03%	0.03%	0.04%	Q3 2019	Q3 2023	17
Harel Insurance Investments & Financial Services Ltd.	16	1	0.01%	0.03%	0.06%	Q1 2016	Q4 2020	17
Disciplined Investments, LLC	16	16	0.04%	1.43%	2.06%	Q4 2019	Q3 2023	17
Rossmore Private Capital	17	17	0.05%	0.14%	0.36%	Q4 2017	Q4 2021	17
MARTIN & CO INC /TN/	17	17	0.23%	0.29%	0.41%	Q2 2013	Q2 2017	17
UMB Bank, n.a.	9	8	0.01%	0.02%	0.03%	Q3 2017	Q3 2023	17
MASON STREET ADVISORS, LLC	17	17	0.12%	0.27%	0.69%	Q2 2013	Q2 2017	17
Verition Fund Management LLC	7	1	0.01%	0.09%	0.24%	Q4 2015	Q3 2023	17
TIAA CREF INVESTMENT MANAGEMENT LLC	17	17	0.00%	0.01%	0.02%	Q2 2013	Q2 2017	17
ISTHMUS PARTNERS, LLC	14	3	0.04%	0.05%	0.06%	Q2 2019	Q3 2023	17
NewEdge Advisors, LLC	8	1	0.00%	0.04%	0.16%	Q2 2017	Q3 2023	17
Williams Jones Wealth Management, LLC.	17	17	0.09%	0.10%	0.11%	Q3 2019	Q3 2023	17
EVOKE WEALTH, LLC	17	17	0.02%	0.04%	0.12%	Q3 2019	Q3 2023	17
CHOREO, LLC	14	3	0.04%	0.09%	0.16%	Q3 2016	Q3 2023	17
Alpha Omega Wealth Management LLC	17	17	0.10%	0.28%	0.38%	Q4 2015	Q4 2019	17
Reynders McVeigh Capital Management, LLC	17	17	0.03%	0.05%	0.06%	Q3 2015	Q3 2019	17
EXANE DERIVATIVES	9	8	0.00%	0.00%	0.00%	Q4 2014	Q1 2019	17
Global Wealth Management Investment Advisory, Inc.	15	2	0.00%	0.03%	0.22%	Q4 2018	Q3 2023	17
Measured Wealth Private Client Group, LLC	16	1	0.07%	0.32%	0.74%	Q3 2018	Q3 2023	17
EP Wealth Advisors, LLC	13	4	0.02%	0.06%	0.21%	Q2 2019	Q3 2023	17
Salomon & Ludwin, LLC	17	17	0.13%	0.45%	0.58%	Q3 2019	Q3 2023	17
CapWealth Advisors, LLC	7	4	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	17
Resource Management, LLC	17	17	14.45%	17.84%	21.18%	Q4 2017	Q4 2021	17
WFG Advisors, LP	17	17	0.13%	0.19%	0.29%	Q2 2013	Q2 2017	17
IFG Advisors, LLC	17	17	5.61%	6.53%	8.35%	Q3 2019	Q3 2023	17
Hummer Financial Advisory Services Inc	16	16	7.01%	7.73%	8.34%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.08%	0.18%	0.29%	Q4 2019	Q3 2023	16
Barnett & Company, Inc.	16	16	0.02%	0.06%	0.09%	Q2 2017	Q1 2021	16
CALTON & ASSOCIATES, INC.	16	16	0.16%	0.74%	1.44%	Q4 2017	Q3 2021	16
Newport Wealth Strategies, Inc.	16	16	0.20%	0.24%	0.33%	Q4 2017	Q3 2021	16
AVIANCE CAPITAL MANAGEMENT, LLC	15	1	0.03%	0.29%	0.95%	Q1 2015	Q1 2019	16
Harborview Advisors, LLC	16	16	0.24%	0.27%	0.33%	Q4 2017	Q3 2021	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.03%	0.03%	0.04%	Q4 2019	Q3 2023	16
Gryphon Financial Partners LLC	10	1	0.05%	0.10%	0.45%	Q4 2017	Q2 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.01%	0.02%	0.05%	Q4 2019	Q3 2023	16
MURPHY CAPITAL MANAGEMENT INC	13	3	0.03%	0.05%	0.06%	Q2 2013	Q3 2018	16
Oldfather Financial Services, LLC	16	16	11.04%	11.45%	12.51%	Q4 2019	Q3 2023	16
IHT Wealth Management, LLC	6	5	0.01%	0.02%	0.11%	Q4 2016	Q3 2023	16
ROVIN CAPITAL /UT/ /ADV	16	16	0.18%	0.28%	0.38%	Q4 2019	Q3 2023	16
Bay Rivers Group	16	16	2.30%	2.60%	3.17%	Q4 2019	Q3 2023	16
O'Brien Greene & Co. Inc	16	16	0.11%	0.21%	0.37%	Q4 2018	Q3 2022	16
American Institute for Advanced Investment Management, LLP	16	16	1.57%	1.77%	2.16%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	0.38%	0.51%	0.65%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	0.16%	0.30%	0.42%	Q4 2019	Q3 2023	16
Samalin Investment Counsel, LLC	16	16	0.29%	0.44%	0.53%	Q4 2019	Q3 2023	16
TRILLIUM ASSET MANAGEMENT, LLC	13	3	0.01%	0.01%	0.02%	Q1 2018	Q3 2023	16
MYCIO WEALTH PARTNERS, LLC	16	16	0.05%	0.17%	0.30%	Q1 2016	Q4 2019	16
John W. Brooker & Co., CPAs	16	16	0.14%	0.20%	0.23%	Q4 2019	Q3 2023	16
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	16	16	0.03%	0.04%	0.07%	Q4 2019	Q3 2023	16
Beaumont Financial Partners, LLC	16	16	0.10%	0.15%	0.28%	Q4 2018	Q3 2022	16
Mutual Advisors, LLC	6	1	0.01%	0.10%	0.44%	Q2 2018	Q3 2023	16
BOYS ARNOLD & CO INC	16	16	0.31%	0.39%	0.51%	Q2 2016	Q1 2020	16
US FINANCIAL ADVISORS, LLC	12	1	0.09%	0.19%	0.50%	Q4 2014	Q3 2023	16
NewFocus Financial Group, LLC	16	16	0.13%	0.23%	0.31%	Q1 2017	Q4 2020	16
Firestone Capital Management	16	16	1.61%	1.72%	1.95%	Q4 2019	Q3 2023	16
Shepherd Financial Partners LLC	16	16	0.10%	4.54%	6.30%	Q4 2016	Q3 2020	16
Integrated Wealth Concepts LLC	6	2	0.01%	0.03%	0.11%	Q4 2017	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.04%	0.08%	0.14%	Q4 2019	Q3 2023	16
ISLAY CAPITAL MANAGEMENT, LLC	16	16	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	16
Patriot Financial Group Insurance Agency, LLC	12	1	0.01%	0.04%	0.10%	Q4 2017	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.07%	0.15%	0.39%	Q4 2019	Q3 2023	16
Buffington Mohr McNeal	11	5	0.04%	0.11%	0.20%	Q2 2017	Q4 2021	16
CERTUITY, LLC	16	16	1.80%	3.91%	6.79%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	0.07%	0.13%	0.22%	Q2 2013	Q1 2017	16
CUE ADVISORY SERVICES, INC.	16	16	0.38%	0.82%	1.02%	Q4 2014	Q3 2018	16
WEALTH ADVISORS, INC.	16	16	0.22%	0.26%	0.33%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.04%	0.09%	0.20%	Q4 2019	Q3 2023	16
Carlson Capital Management	12	4	0.02%	0.03%	0.06%	Q1 2019	Q3 2023	16
LYNCH & ASSOCIATES/IN	16	16	0.18%	0.21%	0.24%	Q1 2020	Q4 2023	16
9258 Wealth Management, LLC	16	16	0.14%	0.24%	0.37%	Q4 2019	Q3 2023	16
Adero Partners, LLC	16	16	0.07%	0.28%	0.73%	Q4 2019	Q3 2023	16
ARBOR TRUST WEALTH ADVISORS, LLC	16	16	3.87%	4.24%	4.64%	Q4 2019	Q3 2023	16
VIRIDIAN RIA, LLC	14	2	3.70%	6.16%	10.61%	Q1 2018	Q1 2022	16
Investment Research & Advisory Group, Inc.	16	16	0.21%	0.25%	0.30%	Q4 2019	Q3 2023	16
Halpern Financial, Inc.	16	16	0.06%	0.15%	0.25%	Q4 2019	Q3 2023	16
IAG Wealth Partners, LLC	16	16	0.00%	0.01%	0.10%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	1.68%	2.47%	3.54%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	0.48%	0.86%	2.10%	Q4 2019	Q3 2023	16
Ayrshire Capital Management LLC	16	16	0.22%	0.24%	0.26%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	1.39%	1.82%	2.36%	Q4 2019	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	0.11%	0.17%	0.32%	Q4 2019	Q3 2023	16
Fieldpoint Private Securities, LLC	16	16	0.01%	0.46%	0.69%	Q3 2018	Q2 2022	16
Cable Hill Partners, LLC	9	7	0.01%	0.03%	0.05%	Q4 2014	Q1 2019	16
HOHIMER WEALTH MANAGEMENT, LLC	16	16	0.15%	0.21%	0.51%	Q4 2019	Q3 2023	16
JSF Financial, LLC	12	3	0.09%	0.19%	0.31%	Q2 2019	Q3 2023	15
Bridgecreek Investment Management, LLC	15	15	0.10%	0.12%	0.13%	Q2 2016	Q4 2019	15
Beacon Pointe Advisors, LLC	15	15	0.06%	0.14%	0.29%	Q1 2020	Q3 2023	15
ROSENBLUM SILVERMAN SUTTON S F INC /CA	15	15	0.44%	0.54%	0.66%	Q1 2020	Q3 2023	15
&PARTNERS	12	3	0.16%	0.22%	0.28%	Q2 2019	Q3 2023	15
Maltin Wealth Management, Inc.	15	15	0.42%	0.56%	0.65%	Q1 2020	Q3 2023	15
Daniel Devine & Co	15	15	7.86%	9.73%	12.08%	Q4 2014	Q2 2018	15
BANK PICTET & CIE (ASIA) LTD	10	2	0.14%	0.48%	1.59%	Q4 2013	Q3 2018	15
IEQ CAPITAL, LLC	11	4	0.01%	0.14%	0.50%	Q4 2019	Q3 2023	15
Edgestream Partners, L.P.	4	1	0.01%	1.33%	7.68%	Q4 2013	Q1 2023	15
WEALTHSOURCE PARTNERS, LLC	10	5	0.06%	0.16%	0.27%	Q3 2016	Q3 2022	15
WADDELL & ASSOCIATES, LLC	15	15	9.21%	10.56%	12.18%	Q1 2020	Q3 2023	15
Marquette Asset Management, LLC	15	15	0.09%	0.11%	0.13%	Q1 2020	Q3 2023	15
Chesapeake Wealth Management	15	15	0.09%	0.20%	0.28%	Q1 2018	Q3 2021	15
Strategic Wealth Partners, Ltd.	8	1	0.00%	0.17%	1.22%	Q4 2017	Q1 2023	15
Advisor Group, Inc.	15	15	0.08%	0.20%	0.29%	Q2 2016	Q4 2019	15
Petix & Botte Co	12	3	0.24%	0.28%	0.32%	Q4 2019	Q3 2023	15
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	15	15	0.08%	0.16%	0.26%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.09%	0.15%	0.27%	Q2 2013	Q4 2016	15
S.A. Mason LLC	15	15	0.22%	0.24%	0.27%	Q1 2020	Q3 2023	15
DOHJ, LLC	14	1	0.13%	0.19%	0.41%	Q4 2019	Q3 2023	15
Graypoint LLC	15	15	0.06%	0.13%	0.32%	Q1 2020	Q3 2023	15
THOMAS STORY & SON LLC	6	4	0.09%	0.11%	0.13%	Q2 2017	Q3 2021	15
Bangor Savings Bank	11	2	0.02%	0.04%	0.11%	Q4 2013	Q3 2023	15
Sharkey, Howes & Javer	14	1	0.02%	0.03%	0.05%	Q1 2015	Q4 2018	15
Baldrige Asset Management LLC	12	3	0.12%	0.16%	0.23%	Q2 2019	Q1 2023	15
ICW Investment Advisors LLC	14	1	0.17%	0.22%	0.43%	Q4 2019	Q3 2023	15
GABLES CAPITAL MANAGEMENT INC.	15	15	0.04%	0.06%	0.07%	Q1 2020	Q3 2023	15
Single Point Partners, LLC	14	1	0.12%	0.29%	1.23%	Q4 2019	Q3 2023	15
RMR Wealth Builders	14	1	0.46%	1.05%	1.50%	Q4 2019	Q3 2023	15
Kingsview Wealth Management, LLC	9	6	0.04%	0.10%	0.25%	Q4 2019	Q3 2023	15
Financial Engines Advisors L.L.C.	14	1	0.00%	0.01%	0.04%	Q3 2018	Q3 2023	15
TEACHERS ADVISORS, LLC	15	15	0.00%	0.00%	0.02%	Q4 2013	Q2 2017	15
Wellspring Financial Advisors, LLC	15	15	3.83%	5.97%	7.69%	Q1 2020	Q3 2023	15
BlackRock Investment Management, LLC	15	15	0.00%	0.00%	0.00%	Q2 2013	Q4 2016	15
PRELUDE CAPITAL MANAGEMENT, LLC	5	1	0.00%	0.04%	0.27%	Q2 2015	Q4 2021	15
TrinityPoint Wealth, LLC	13	2	0.05%	0.07%	0.08%	Q3 2019	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.05%	0.07%	0.10%	Q1 2020	Q3 2023	15
AXA S.A.	15	15	0.00%	0.01%	0.01%	Q1 2019	Q3 2022	15
CAROLINAS WEALTH CONSULTING LLC	14	14	0.02%	0.16%	0.21%	Q2 2020	Q3 2023	14
Northwest Bancshares, Inc.	14	14	0.33%	0.57%	1.17%	Q2 2020	Q3 2023	14
New England Investment & Retirement Group, Inc.	11	1	0.08%	0.16%	0.40%	Q4 2014	Q3 2021	14
Seascape Capital Management	14	14	0.18%	0.20%	0.22%	Q2 2020	Q3 2023	14
DAVIDSON TRUST CO	14	14	1.40%	1.63%	1.81%	Q2 2020	Q3 2023	14
Snowden Capital Advisors LLC	8	2	0.01%	0.02%	0.02%	Q1 2019	Q3 2023	14
Advisory Alpha, LLC	14	14	0.02%	0.08%	0.22%	Q4 2018	Q1 2022	14
Costello Asset Management, INC	14	14	0.05%	0.06%	0.08%	Q2 2020	Q3 2023	14
FIRST INTERSTATE BANK	10	4	0.01%	0.01%	0.02%	Q3 2017	Q3 2023	14
Csenge Advisory Group	11	3	0.07%	0.26%	0.45%	Q3 2019	Q3 2023	14
LBA Wealth Management, LLC	14	14	10.56%	12.74%	16.93%	Q4 2013	Q1 2017	14
Alpha Cubed Investments, LLC	13	1	0.02%	0.04%	0.08%	Q2 2017	Q4 2020	14
J.W. COLE ADVISORS, INC.	13	1	0.12%	0.18%	0.32%	Q4 2019	Q3 2023	14
PACIFIC SUN FINANCIAL CORP	6	1	0.30%	0.33%	0.40%	Q1 2018	Q2 2023	14
SIMPLEX TRADING, LLC	5	1	0.00%	0.12%	1.03%	Q1 2015	Q3 2023	14
Global Financial Private Capital, Inc	14	14	0.00%	1.37%	2.68%	Q1 2017	Q2 2020	14
SteelPeak Wealth, LLC	14	14	0.02%	0.03%	0.06%	Q2 2020	Q3 2023	14
STEEL GROVE CAPITAL ADVISORS, LLC	14	14	0.52%	1.99%	2.96%	Q2 2020	Q3 2023	14
Sullivan, Bruyette, Speros & Blaney, LLC	14	14	0.03%	0.04%	0.05%	Q4 2017	Q1 2021	14
Personal Wealth Partners	14	14	1.30%	1.98%	7.03%	Q4 2018	Q1 2022	14
Stadion Money Management, LLC	12	1	0.03%	0.57%	4.83%	Q3 2013	Q2 2019	14
MGO ONE SEVEN LLC	11	1	0.02%	0.06%	0.11%	Q4 2017	Q3 2023	14
AMG National Trust Bank	14	14	0.13%	0.15%	0.20%	Q2 2020	Q3 2023	14
Rafferty Asset Management, LLC	6	3	0.02%	0.68%	2.09%	Q2 2013	Q1 2017	14
NOESIS CAPITAL MANGEMENT CORP	7	2	0.04%	0.17%	0.33%	Q2 2014	Q3 2021	14
SPC Financial, Inc.	13	1	0.03%	0.03%	0.04%	Q4 2019	Q3 2023	14
Almanack Investment Partners, LLC.	13	1	0.03%	0.10%	0.78%	Q1 2020	Q3 2023	14
TWO SIGMA INVESTMENTS, LP	6	1	0.00%	0.01%	0.04%	Q4 2013	Q3 2019	14
FOUNDERS FINANCIAL SECURITIES LLC	14	14	0.18%	0.39%	0.88%	Q2 2020	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.13%	0.15%	0.16%	Q2 2020	Q3 2023	14
JENNISON ASSOCIATES LLC	7	1	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	14
Aberdeen Wealth Management LLC	8	2	0.23%	0.27%	0.36%	Q4 2019	Q3 2023	13
Meridian Wealth Management, LLC	13	13	0.14%	0.32%	0.46%	Q3 2020	Q3 2023	13
Pratt Collard Advisory Partners LLC	5	4	0.18%	0.19%	0.22%	Q4 2017	Q2 2021	13
ATWOOD & PALMER INC	6	2	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	13
Hirtle Callaghan & Co LLC	6	1	0.71%	1.02%	1.54%	Q3 2013	Q4 2018	13
Sageworth Trust Co	13	13	0.00%	0.15%	0.35%	Q3 2020	Q3 2023	13
Indiana Trust & Investment Management CO	12	1	0.05%	0.13%	0.17%	Q4 2017	Q3 2023	13
Horizon Investments, LLC	11	2	0.03%	0.06%	0.11%	Q2 2020	Q3 2023	13
SCOTIA CAPITAL INC.	12	1	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	13
Telos Capital Management, Inc.	9	1	0.03%	0.07%	0.12%	Q4 2017	Q4 2021	13
ARVEST TRUST CO N A	8	5	7.96%	8.35%	9.19%	Q2 2013	Q3 2023	13
Lindbrook Capital, LLC	13	13	0.00%	0.11%	0.27%	Q3 2020	Q3 2023	13
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	13	0.02%	0.06%	0.15%	Q3 2020	Q3 2023	13
Personal Capital Advisors Corp	7	1	0.00%	0.00%	0.01%	Q1 2017	Q4 2022	13
Ziegler Capital Management, LLC	13	13	0.01%	0.02%	0.05%	Q2 2020	Q2 2023	13
Apollon Wealth Management, LLC	12	1	0.04%	0.22%	0.39%	Q2 2020	Q3 2023	13
TRADITION CAPITAL MANAGEMENT LLC	13	13	0.09%	0.11%	0.19%	Q1 2016	Q1 2019	13
Brookstone Capital Management	12	1	0.01%	0.17%	1.12%	Q3 2015	Q3 2023	13
PAYDEN & RYGEL	13	13	0.03%	0.58%	1.06%	Q2 2013	Q2 2016	13
VESTOR CAPITAL, LLC	12	1	0.01%	1.71%	2.10%	Q1 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.06%	0.22%	0.62%	Q2 2013	Q2 2016	13
InTrack Investment Management Inc	13	13	0.67%	1.33%	1.86%	Q4 2020	Q4 2023	13
Baron Financial Group, LLC	13	13	1.41%	1.76%	2.72%	Q3 2020	Q3 2023	13
Zions Bancorporation	11	2	0.01%	0.05%	0.20%	Q1 2015	Q3 2018	13
BSW Wealth Partners	12	1	0.06%	0.09%	0.22%	Q4 2016	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.02%	0.03%	0.04%	Q3 2020	Q3 2023	13
Elmwood Wealth Management, Inc.	7	1	0.01%	0.02%	0.03%	Q1 2018	Q4 2021	13
G&S Capital LLC	13	13	1.90%	2.92%	3.48%	Q3 2020	Q3 2023	13
Hall Kathryn A.	13	13	0.08%	0.20%	0.43%	Q3 2020	Q3 2023	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.11%	0.24%	0.33%	Q4 2018	Q4 2021	13
BigSur Wealth Management LLC	13	13	1.04%	1.78%	3.14%	Q4 2016	Q4 2019	13
Investors Capital Advisory Services	13	13	0.36%	0.44%	0.56%	Q2 2013	Q2 2016	13
Ausdal Financial Partners, Inc.	8	2	0.12%	0.50%	0.92%	Q4 2015	Q4 2019	13
Kestra Advisory Services, LLC	13	13	0.05%	0.09%	0.14%	Q3 2020	Q3 2023	13
SOA Wealth Advisors, LLC.	12	12	0.33%	0.43%	0.53%	Q4 2020	Q3 2023	12
Wealth Advisory Solutions, LLC	5	2	0.14%	0.43%	0.76%	Q4 2019	Q1 2023	12
YHB Investment Advisors, Inc.	12	12	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	12
DIVIDEND ASSETS CAPITAL, LLC	12	12	0.02%	0.04%	0.06%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
ALTFEST L J & CO INC	12	12	0.06%	0.16%	0.64%	Q4 2020	Q3 2023	12
Smith Anglin Financial, LLC	12	12	0.76%	1.18%	1.65%	Q4 2020	Q3 2023	12
GRIMES & COMPANY, INC.	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Hilltop Holdings Inc.	12	12	0.03%	0.04%	0.09%	Q4 2020	Q3 2023	12
Hochman Cole Investment Advisors, Inc.	5	3	0.10%	0.13%	0.15%	Q3 2017	Q1 2021	12
Select Equity Group, L.P.	7	1	0.00%	0.04%	0.32%	Q1 2014	Q3 2023	12
Summit Asset Management, LLC	12	12	0.07%	0.08%	0.09%	Q4 2020	Q3 2023	12
CreativeOne Wealth, LLC	12	12	0.07%	0.09%	0.13%	Q4 2020	Q3 2023	12
MRA Advisory Group	12	12	0.16%	0.23%	0.30%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Platte River Wealth Advisors, LLC	9	1	0.07%	0.11%	0.12%	Q4 2019	Q2 2023	12
MEANS INVESTMENT CO., INC.	12	12	0.05%	0.76%	2.91%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	0.26%	0.28%	0.30%	Q4 2020	Q3 2023	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	0.14%	0.22%	0.57%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.61%	0.68%	0.76%	Q4 2020	Q3 2023	12
Newton One Investments LLC	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
Edge Capital Group, LLC	12	12	0.03%	0.71%	1.49%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.02%	0.02%	0.04%	Q4 2015	Q3 2018	12
TriaGen Wealth Management LLC	12	12	0.13%	0.15%	0.18%	Q4 2020	Q3 2023	12
LCM Capital Management Inc	12	12	14.77%	15.33%	16.22%	Q4 2020	Q3 2023	12
Sage Financial Management Group, Inc.	12	12	1.17%	7.83%	64.29%	Q4 2020	Q3 2023	12
Bordeaux Wealth Advisors LLC	12	12	3.60%	5.60%	7.61%	Q4 2020	Q3 2023	12
Veracity Capital LLC	7	5	0.13%	1.10%	1.56%	Q2 2020	Q3 2023	12
NATIXIS	6	1	0.01%	0.18%	0.74%	Q2 2013	Q4 2018	12
Crescent Grove Advisors, LLC	12	12	0.05%	0.33%	0.41%	Q2 2017	Q1 2020	12
Summit Place Financial Advisors, LLC	12	12	0.19%	0.25%	0.29%	Q4 2020	Q3 2023	12
Renaissance Technologies	4	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	12
Sunflower Bank, N.A.	12	12	0.38%	0.54%	0.81%	Q4 2020	Q3 2023	12
Crestwood Advisors Group, LLC	11	1	0.01%	0.01%	0.03%	Q1 2017	Q3 2023	12
EMERSON INVESTMENT MANAGEMENT, LLC	12	12	0.13%	0.14%	0.17%	Q2 2013	Q1 2016	12
SUNFLOWER BANK, NA WEALTH MANAGEMENT	12	12	1.08%	1.27%	1.37%	Q4 2017	Q3 2020	12
Verdence Capital Advisors LLC	12	12	0.03%	0.04%	0.06%	Q4 2020	Q3 2023	12
QUEST INVESTMENT MANAGEMENT LLC	12	12	0.05%	0.07%	0.13%	Q2 2013	Q1 2016	12
Orion Capital Management LLC	12	12	0.20%	0.23%	0.25%	Q4 2020	Q3 2023	12
Northeast Financial Consultants Inc	8	4	0.03%	0.04%	0.07%	Q4 2017	Q4 2020	12
Frank, Rimerman Advisors LLC	12	12	0.21%	0.32%	0.46%	Q4 2020	Q3 2023	12
Laurel Wealth Advisors, Inc.	12	12	0.03%	0.05%	0.06%	Q1 2019	Q4 2021	12
Prosperity Planning, Inc.	12	12	0.36%	0.49%	0.77%	Q4 2020	Q3 2023	12
Spotlight Asset Group, Inc.	8	1	0.22%	0.34%	1.16%	Q4 2019	Q3 2023	12
Manifold Partners, LLC	12	12	0.04%	6.78%	15.84%	Q4 2013	Q3 2016	12
Sepio Capital, LP	12	12	0.23%	0.25%	0.28%	Q4 2020	Q3 2023	12
Round Rock Advisors, LLC	12	12	0.24%	0.34%	0.53%	Q4 2020	Q3 2023	12
Strategic Wealth Partners Group, LLC	4	2	0.04%	0.24%	1.04%	Q1 2018	Q2 2022	12
Journey Advisory Group, LLC	12	12	0.10%	0.13%	0.19%	Q4 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	0.09%	0.14%	0.28%	Q4 2020	Q3 2023	12
Hoese & Co LLP	12	12	0.27%	0.37%	0.51%	Q1 2021	Q4 2023	12
BURKE & HERBERT BANK & TRUST CO	12	12	0.18%	0.21%	0.23%	Q1 2017	Q4 2019	12
Connolly Sarah T.	12	12	0.90%	1.98%	2.70%	Q4 2020	Q3 2023	12
Concorde Asset Management, LLC	8	2	0.20%	0.51%	1.17%	Q4 2014	Q3 2018	12
HARBOR ADVISORY CORP /MA/	12	12	0.71%	0.83%	0.95%	Q4 2020	Q3 2023	12
CHURCHILL MANAGEMENT Corp	11	1	0.11%	6.10%	13.06%	Q2 2013	Q4 2021	12
Cascade Investment Advisors, Inc.	11	1	0.06%	0.08%	0.12%	Q4 2019	Q1 2023	12
United Asset Strategies, Inc.	9	1	0.07%	0.20%	0.74%	Q2 2013	Q4 2016	12
New England Professional Planning Group Inc.	7	1	0.30%	0.63%	1.03%	Q4 2014	Q4 2019	12
Foundations Investment Advisors, LLC	6	2	0.01%	1.13%	7.74%	Q2 2018	Q3 2023	12
Columbus Macro, LLC	12	12	0.09%	0.12%	0.19%	Q4 2017	Q3 2020	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.06%	0.12%	0.32%	Q4 2018	Q3 2021	12
Ameritas Investment Company, LLC	12	12	0.09%	0.26%	1.02%	Q4 2018	Q3 2021	12
Live Your Vision, LLC	11	1	0.01%	0.01%	0.02%	Q3 2015	Q1 2019	12
Echo Wealth Management, LLC	12	12	0.22%	0.29%	0.34%	Q4 2020	Q3 2023	12
Clear Creek Financial Management, LLC	10	1	0.06%	0.36%	1.37%	Q2 2020	Q3 2023	12
PAX Financial Group, LLC	12	12	0.05%	0.06%	0.07%	Q4 2020	Q3 2023	12
Southland Equity Partners LLC	12	12	0.09%	0.12%	0.15%	Q4 2020	Q3 2023	12
Octavia Wealth Advisors, LLC	12	12	0.05%	0.06%	0.08%	Q4 2020	Q3 2023	12
Sunbelt Securities, Inc.	5	3	0.02%	0.22%	0.60%	Q3 2017	Q3 2023	12
MERITAGE PORTFOLIO MANAGEMENT	5	1	0.01%	0.02%	0.04%	Q2 2013	Q1 2022	12
Connecticut Wealth Management, LLC	10	2	0.15%	0.20%	0.27%	Q3 2020	Q3 2023	12
EFG Asset Management (Americas) Corp.	12	12	0.09%	0.15%	0.32%	Q1 2015	Q4 2017	12
KWMG, LLC	12	12	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	12
First Pacific Financial	12	12	0.09%	0.23%	0.52%	Q4 2020	Q3 2023	12
Maryland Capital Management	11	11	0.10%	0.12%	0.15%	Q1 2020	Q3 2022	11
PEDDOCK CAPITAL ADVISORS, LLC	11	11	2.34%	2.57%	2.96%	Q1 2021	Q3 2023	11
DEARBORN PARTNERS LLC	11	11	0.02%	0.03%	0.04%	Q2 2015	Q4 2017	11
LOWE BROCKENBROUGH & CO INC	11	11	0.03%	0.03%	0.04%	Q1 2021	Q3 2023	11
MOGY JOEL R INVESTMENT COUNSEL INC	11	11	0.04%	0.06%	0.07%	Q2 2013	Q4 2015	11
M. Kraus & Co	11	11	0.20%	0.27%	0.31%	Q1 2021	Q3 2023	11
Strategic Wealth Management Group, LLC	11	11	0.23%	0.32%	0.41%	Q4 2018	Q2 2021	11
TimeScale Financial, Inc.	11	11	0.02%	0.02%	0.03%	Q4 2020	Q2 2023	11
INVESTMENT PARTNERS, LTD.	11	11	0.10%	0.13%	0.14%	Q1 2021	Q3 2023	11
GUGGENHEIM CAPITAL LLC	11	11	0.01%	0.08%	0.24%	Q2 2013	Q4 2015	11
Willingdon Wealth Management	11	11	0.01%	0.01%	0.02%	Q3 2017	Q1 2020	11
Gladstone Institutional Advisory LLC	11	11	0.03%	0.04%	0.05%	Q1 2021	Q3 2023	11
Beacon Capital Management, Inc.	10	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2016	11
GROUP ONE TRADING, L.P.	3	2	0.00%	0.00%	0.02%	Q4 2013	Q3 2023	11
Hoover Financial Advisors, Inc.	11	11	0.12%	0.23%	0.32%	Q4 2018	Q2 2021	11
Saturna Capital CORP	11	11	0.00%	0.00%	0.00%	Q2 2013	Q4 2015	11
FIRST FOUNDATION ADVISORS	4	1	0.01%	0.02%	0.05%	Q3 2014	Q3 2023	11
BUTENSKY & COHEN FINANCIAL SECURITY, INC	11	11	0.02%	0.03%	0.04%	Q4 2014	Q2 2017	11
Blue Chip Wealth Management, Inc.	11	11	0.80%	1.22%	1.58%	Q1 2018	Q3 2020	11
KANALY TRUST CO	11	11	0.03%	0.09%	0.22%	Q3 2013	Q1 2016	11
Aft, Forsyth & Sober, LLC	11	11	0.00%	0.00%	0.00%	Q2 2013	Q4 2015	11
VALLEY FORGE ASSET MANAGEMENT, LLC	11	11	0.02%	0.04%	0.04%	Q2 2013	Q4 2015	11
Jackson Hole Capital Partners, LLC	11	11	0.06%	0.08%	0.10%	Q1 2021	Q3 2023	11
ATHERTON LANE ADVISERS, LLC	11	11	0.07%	0.11%	0.12%	Q2 2013	Q4 2015	11
Piscataqua Savings Bank	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
HOWLAND CAPITAL MANAGEMENT LLC	11	11	0.04%	0.06%	0.08%	Q1 2021	Q3 2023	11
HRT FINANCIAL LP	5	1	0.01%	0.60%	5.09%	Q3 2015	Q3 2023	11
Spire Wealth Management	11	11	0.05%	0.08%	0.24%	Q1 2021	Q3 2023	11
New Potomac Partners, LLC	11	11	0.03%	0.05%	0.06%	Q4 2017	Q2 2020	11
Berger Financial Group, Inc	7	4	0.08%	0.11%	0.17%	Q4 2020	Q3 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.04%	0.07%	Q2 2013	Q4 2015	11
Hilton Capital Management, LLC	9	2	0.05%	0.06%	0.08%	Q2 2015	Q1 2019	11
Krilogy Financial LLC	11	11	0.00%	0.00%	0.01%	Q3 2015	Q1 2018	11
Truvvo Partners LLC	9	1	0.14%	0.21%	0.29%	Q4 2016	Q3 2021	11
Arlington Partners LLC	9	2	0.01%	0.07%	0.14%	Q2 2018	Q4 2021	11
Commonwealth Financial Services, LLC	10	1	0.03%	3.11%	13.23%	Q4 2014	Q3 2023	11
Paradigm, Strategies in Wealth Management, LLC	11	11	0.90%	1.38%	1.76%	Q1 2021	Q3 2023	11
Golden State Wealth Management, LLC	7	1	0.07%	0.17%	0.30%	Q1 2019	Q1 2022	11
Hoxton Financial, Inc.	10	1	0.02%	0.04%	0.08%	Q2 2013	Q1 2016	11
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	11	11	0.06%	0.29%	0.70%	Q1 2021	Q3 2023	11
Howard Capital Management Group, LLC	11	11	0.03%	0.04%	0.04%	Q1 2021	Q3 2023	11
CMG Global Holdings, LLC	11	11	2.90%	3.23%	3.47%	Q1 2021	Q3 2023	11
Lloyd Advisory Services, LLC.	10	1	0.00%	0.06%	0.66%	Q4 2019	Q3 2023	11
Whitegate Investment Counselors, Inc.	8	1	0.60%	0.91%	1.16%	Q4 2019	Q3 2023	11
Activest Wealth Management	11	11	0.00%	0.02%	0.05%	Q1 2021	Q3 2023	11
Minot Wealth Management LLC	11	11	0.22%	0.28%	0.38%	Q4 2019	Q2 2022	11
Newbridge Financial Services Group, Inc.	7	4	0.00%	0.00%	0.02%	Q3 2020	Q3 2023	11
Jump Trading, LLC	3	1	0.00%	0.47%	4.44%	Q2 2015	Q1 2019	11
Solstein Capital, LLC	11	11	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	11
HYA Advisors, Inc	11	11	0.16%	0.26%	0.33%	Q4 2019	Q2 2022	11
FOX RUN MANAGEMENT, L.L.C.	5	1	0.20%	1.01%	2.10%	Q4 2015	Q4 2019	11
Clear Perspective Advisors, LLC	7	4	0.07%	0.09%	0.11%	Q4 2016	Q4 2021	11
Visionary Wealth Advisors	11	11	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	11
Newport Capital Group, LLC	9	2	2.20%	3.12%	3.96%	Q4 2020	Q3 2023	11
SILVER CAPITAL MANAGEMENT LLC	11	11	0.22%	0.41%	1.04%	Q2 2013	Q4 2015	11
Rodgers & Associates, LTD	6	4	0.03%	0.04%	0.04%	Q4 2020	Q3 2023	10
Capital Bank & Trust Co	6	1	0.00%	0.01%	0.03%	Q4 2017	Q2 2021	10
GenWealth Group, Inc.	10	10	0.09%	0.12%	0.16%	Q3 2017	Q4 2019	10
Bank of New Hampshire	10	10	1.42%	1.63%	1.80%	Q2 2021	Q3 2023	10
Paloma Partners Management Co	3	1	0.00%	0.05%	0.24%	Q4 2014	Q4 2020	10
Aspen Investment Management Inc	6	4	0.13%	0.41%	0.64%	Q4 2020	Q3 2023	10
WOODMONT INVESTMENT COUNSEL LLC	6	4	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	10
Lake Point Wealth Management	5	2	0.00%	0.12%	1.15%	Q4 2018	Q2 2022	10
Hanlon Investment Management, Inc.	4	1	0.08%	0.54%	3.33%	Q4 2016	Q1 2021	10
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	10	10	0.25%	0.54%	0.88%	Q4 2017	Q1 2020	10
RVW Wealth, LLC	5	5	0.46%	1.74%	3.53%	Q1 2019	Q4 2023	10
Triumph Capital Management	10	10	0.18%	0.52%	1.30%	Q2 2021	Q3 2023	10
Clearstead Trust, LLC	3	2	0.01%	0.03%	0.06%	Q2 2017	Q1 2023	10
NatWest Group plc	10	10	0.40%	1.06%	2.20%	Q2 2013	Q3 2015	10
INVESTMENT ADVISORY SERVICES INC /TX /ADV	5	1	0.09%	0.12%	0.15%	Q4 2020	Q3 2023	10
ZACKS INVESTMENT MANAGEMENT	5	5	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	10
Blue Barn Wealth, LLC	10	10	0.42%	0.66%	1.20%	Q2 2021	Q3 2023	10
Price Wealth, LLC	10	10	0.01%	0.02%	0.04%	Q2 2018	Q3 2020	10
SOUNDMARK WEALTH MANAGEMENT, LLC	6	4	0.10%	0.13%	0.16%	Q4 2020	Q3 2023	10
HC FINANCIAL ADVISORS INC	10	10	0.02%	0.03%	0.04%	Q1 2020	Q2 2022	10
TCI Wealth Advisors, Inc.	5	1	0.00%	0.03%	0.08%	Q2 2015	Q3 2023	10
CITY NATIONAL BANK	10	10	0.01%	0.03%	0.04%	Q2 2013	Q3 2015	10
Wealth Alliance	10	10	0.05%	0.09%	0.24%	Q2 2021	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.13%	0.19%	0.24%	Q1 2021	Q3 2023	10
Platform Technology Partners	10	10	0.17%	0.24%	0.34%	Q2 2021	Q3 2023	10
Armbruster Capital Management, Inc.	10	10	0.02%	0.02%	0.03%	Q4 2015	Q1 2018	10
Texas Yale Capital Corp.	8	2	0.02%	0.02%	0.02%	Q1 2015	Q4 2017	10
Summit Financial, LLC	10	10	0.04%	0.17%	0.24%	Q2 2021	Q3 2023	10
SII INVESTMENTS INC/WI	6	4	0.02%	0.02%	0.04%	Q2 2014	Q3 2017	10
BBR PARTNERS, LLC	6	1	0.03%	0.07%	0.09%	Q2 2017	Q2 2020	10
RELATIONAL INVESTORS LLC	10	10	0.07%	1.62%	4.38%	Q2 2013	Q3 2015	10
Fortress Wealth Group, LLC	10	10	0.38%	0.49%	0.64%	Q2 2021	Q3 2023	10
Parisi Gray Wealth Management	9	1	0.05%	0.15%	0.20%	Q4 2017	Q2 2021	10
AT Bancorp	10	10	0.02%	0.03%	0.03%	Q4 2016	Q1 2019	10
Bellwether Advisors, LLC	10	10	0.01%	0.02%	0.03%	Q4 2020	Q1 2023	10
Jefferies Group LLC	5	1	0.00%	0.11%	0.99%	Q4 2013	Q4 2019	10
Surevest, LLC	4	2	0.00%	0.11%	0.30%	Q1 2019	Q3 2022	10
NOMURA HOLDINGS INC	5	1	0.00%	0.01%	0.04%	Q4 2012	Q4 2019	10
Stonebridge Capital Advisors LLC	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Weil Company, Inc.	6	4	0.13%	0.26%	0.88%	Q4 2017	Q3 2023	10
CONNORS INVESTOR SERVICES INC	3	1	0.03%	0.05%	0.06%	Q3 2013	Q3 2023	10
Iowa State Bank	10	10	0.41%	0.43%	0.44%	Q2 2013	Q3 2015	10
EWG Elevate Inc.	9	1	0.08%	1.53%	4.68%	Q4 2019	Q1 2023	10
Trexquant Investment LP	5	1	0.01%	0.06%	0.20%	Q3 2019	Q3 2023	10
Oder Investment Management, LLC	6	4	0.18%	0.26%	0.32%	Q4 2020	Q3 2023	10
Red Door Wealth Management, LLC	7	1	0.01%	0.09%	0.15%	Q1 2020	Q3 2023	10
FOSTER DYKEMA CABOT & CO INC/MA	4	3	0.01%	0.08%	0.17%	Q3 2016	Q3 2023	10
RFG Advisory, LLC	8	1	0.05%	0.58%	4.84%	Q2 2015	Q3 2023	10
CONCENTRIC WEALTH MANAGEMENT, LLC	6	4	0.07%	0.07%	0.08%	Q4 2020	Q3 2023	10
WEST CHESTER CAPITAL ADVISORS, INC	7	3	0.29%	3.04%	6.97%	Q3 2016	Q2 2019	10
Financial Enhancement Group LLC	9	9	0.00%	0.00%	0.01%	Q1 2018	Q1 2020	9
Castleview Partners, LLC	8	1	0.00%	0.01%	0.02%	Q2 2021	Q3 2023	9
Guidance Point Advisors, LLC	5	4	0.07%	0.10%	0.12%	Q2 2021	Q3 2023	9
Progressive Investment Management Corp	9	9	0.15%	0.17%	0.18%	Q3 2021	Q3 2023	9
Litman Gregory Wealth Management LLC	9	9	0.01%	0.02%	0.03%	Q3 2017	Q3 2019	9
Clear Harbor Asset Management, LLC	9	9	0.02%	0.10%	0.11%	Q3 2021	Q3 2023	9
PFG Private Wealth Management, LLC	9	9	0.05%	0.06%	0.07%	Q3 2021	Q3 2023	9
InterOcean Capital Group, LLC	6	3	0.01%	0.02%	0.03%	Q1 2021	Q3 2023	9
Capital Group Private Client Services, Inc.	9	9	0.00%	0.01%	0.03%	Q3 2021	Q3 2023	9
Migdal Insurance & Financial Holdings Ltd.	9	9	0.00%	0.01%	0.04%	Q4 2016	Q4 2018	9
BOK Financial Private Wealth, Inc.	5	1	0.03%	0.04%	0.06%	Q2 2013	Q3 2018	9
Hayden Royal, LLC	6	1	0.32%	0.56%	1.06%	Q4 2018	Q2 2021	9
Empyrean Capital Partners, LP	3	1	0.07%	1.04%	2.20%	Q2 2013	Q2 2019	9
High Net Worth Advisory Group LLC	9	9	0.09%	0.10%	0.15%	Q4 2021	Q4 2023	9
MAIRS & POWER INC	5	4	0.00%	0.00%	0.01%	Q3 2015	Q1 2021	9
KEELEY ASSET MANAGEMENT CORP	5	4	0.01%	0.01%	0.02%	Q1 2014	Q4 2016	9
LAKE STREET ADVISORS GROUP, LLC	5	1	0.02%	0.06%	0.10%	Q4 2017	Q2 2021	9
SouthernSun Asset Management	3	1	0.01%	0.32%	1.11%	Q4 2013	Q4 2019	9
Paradigm Financial Partners, LLC	9	9	0.08%	0.10%	0.18%	Q1 2020	Q1 2022	9
Roof Eidam Maycock Peralta, LLC	9	9	0.12%	0.17%	0.24%	Q3 2021	Q3 2023	9
Qube Research & Technologies Ltd	4	1	0.01%	1.49%	12.62%	Q1 2018	Q3 2023	9
Quantbot Technologies LP	4	1	0.02%	0.10%	0.18%	Q4 2019	Q3 2023	9
Douglass Winthrop Advisors, LLC	6	1	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	9
Vectors Research Management, LLC	9	9	0.00%	0.00%	0.00%	Q1 2019	Q1 2021	9
ROCKEFELLER FINANCIAL SERVICES INC	5	1	0.00%	0.00%	0.02%	Q2 2013	Q4 2017	9
Community Financial Services Group, LLC	7	2	0.02%	0.03%	0.04%	Q2 2013	Q3 2015	9
Highmount Capital, LLC	9	9	3.11%	3.40%	4.17%	Q2 2013	Q2 2015	9
Tranquility Partners, LLC	4	1	0.10%	0.12%	0.18%	Q4 2019	Q3 2023	9
Wagner Wealth Management, LLC	4	1	0.02%	0.02%	0.03%	Q4 2017	Q2 2022	9
Timber Hill LLC	5	1	0.00%	0.04%	0.15%	Q4 2013	Q4 2017	9
Financial Partners Group, Inc	9	9	0.07%	0.07%	0.09%	Q1 2021	Q1 2023	9
Zhang Financial LLC	9	9	0.10%	0.15%	0.23%	Q3 2021	Q3 2023	9
Reservoir Operations, L.P.	9	9	0.12%	0.16%	0.19%	Q4 2013	Q4 2015	9
Enterprise Trust & Investment Co	9	9	0.02%	0.02%	0.03%	Q1 2020	Q1 2022	9
Laidlaw Wealth Management LLC	7	2	0.05%	0.06%	0.08%	Q4 2020	Q1 2023	9
HOLDERNESS INVESTMENTS CO	9	9	0.13%	0.19%	0.26%	Q4 2017	Q4 2019	9
Boston Trust Walden Corp	5	4	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	9
GRIES FINANCIAL LLC	9	9	1.27%	1.64%	2.14%	Q3 2021	Q3 2023	9
Bickling Financial Services, Inc.	9	9	0.25%	0.28%	0.31%	Q4 2020	Q4 2022	9
Barber Financial Group, Inc.	4	1	0.05%	2.43%	7.11%	Q1 2018	Q1 2023	9
Psagot Value Holdings Ltd. / (Israel)	9	9	0.01%	0.07%	0.15%	Q3 2021	Q3 2023	9
Prism Advisors, Inc.	9	9	0.14%	0.16%	0.18%	Q4 2017	Q4 2019	9
Badgley Phelps Wealth Managers, LLC	9	9	0.13%	0.15%	0.18%	Q3 2021	Q3 2023	9
TORONTO DOMINION BANK	7	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	9
OLD MISSION CAPITAL LLC	2	1	0.02%	0.07%	0.20%	Q2 2017	Q3 2023	9
American Money Management, LLC	9	9	0.18%	0.20%	0.22%	Q3 2021	Q3 2023	9
Magnus Financial Group LLC	9	9	0.56%	0.87%	1.34%	Q4 2018	Q4 2020	9
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	4	1	0.71%	4.57%	15.03%	Q1 2019	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	0.62%	0.64%	0.68%	Q3 2021	Q3 2023	9
Garde Capital, Inc.	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
PATTON ALBERTSON MILLER GROUP, LLC	8	1	0.02%	0.06%	0.07%	Q3 2018	Q3 2023	9
Selective Wealth Management, Inc.	9	9	0.01%	0.01%	0.02%	Q3 2020	Q3 2022	9
Lesa Sroufe & Co	5	4	0.22%	0.23%	0.25%	Q1 2021	Q3 2023	9
WEALTHFRONT Corp	4	1	0.00%	0.00%	0.00%	Q2 2014	Q4 2017	9
QCM Cayman, Ltd.	3	1	0.10%	1.67%	4.23%	Q1 2014	Q3 2023	9
Cougar Global Investments Ltd	9	9	0.01%	15.35%	28.10%	Q1 2016	Q1 2018	9
Quantitative Investment Management, LLC	5	1	0.21%	0.66%	0.98%	Q1 2015	Q3 2018	9
Advisors Capital Management, LLC	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
CHILTON INVESTMENT CO INC.	9	9	0.09%	0.11%	0.13%	Q3 2021	Q3 2023	9
CX Institutional	6	3	0.02%	0.07%	0.20%	Q4 2018	Q3 2023	9
Financial Connections Group, Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Lenox Wealth Management, Inc.	6	2	0.01%	0.01%	0.02%	Q2 2017	Q2 2020	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.20%	0.30%	0.43%	Q2 2013	Q1 2015	8
BRADLEY FOSTER & SARGENT INC/CT	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Bank of Kentucky, Inc.	8	8	0.01%	0.03%	0.06%	Q2 2013	Q1 2015	8
First Allied Asset Management, Inc.	8	8	0.19%	1.07%	2.54%	Q2 2013	Q1 2015	8
NORWOOD FINANCIAL CORP	8	8	0.04%	0.04%	0.04%	Q4 2021	Q3 2023	8
MID CONTINENT CAPITAL LLC/IL	4	1	0.01%	0.01%	0.02%	Q2 2013	Q3 2015	8
APPROPRIATE BALANCE FINANCIAL SERVICES INC.	8	8	3.54%	11.49%	18.65%	Q4 2015	Q3 2017	8
WealthTrust Axiom LLC	8	8	0.07%	0.08%	0.09%	Q4 2021	Q3 2023	8
Audent Global Asset Management, LLC	8	8	1.62%	2.99%	3.88%	Q4 2021	Q3 2023	8
Apriem Advisors	6	1	0.01%	0.01%	0.02%	Q4 2013	Q3 2016	8
Portfolio Strategies Inc	5	3	0.10%	1.50%	5.93%	Q4 2013	Q4 2017	8
Rotella Capital Management, Inc.	8	8	0.82%	2.16%	3.81%	Q2 2013	Q1 2015	8
Sage Advisory Services, Ltd.Co.	4	4	3.38%	9.45%	14.25%	Q3 2013	Q4 2017	8
Redhawk Wealth Advisors, Inc.	5	1	0.19%	0.73%	1.59%	Q3 2018	Q1 2023	8
Rodgers Brothers Inc.	6	2	0.06%	0.06%	0.07%	Q2 2021	Q3 2023	8
Jackson Wealth Management, LLC	3	1	0.07%	0.54%	1.40%	Q4 2014	Q3 2023	8
BANK OF STOCKTON	7	1	0.11%	0.32%	0.71%	Q2 2021	Q3 2023	8
Stanford Investment Group, Inc.	8	8	0.00%	0.00%	0.02%	Q4 2014	Q3 2016	8
Hudock, Inc.	5	3	0.00%	0.09%	0.43%	Q1 2015	Q2 2017	8
NewSquare Capital LLC	4	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	8
BOOTHBAY FUND MANAGEMENT, LLC	2	1	0.01%	0.12%	0.42%	Q4 2016	Q3 2023	8
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	7	1	0.01%	0.03%	0.04%	Q4 2020	Q3 2023	8
ClearBridge Investments	7	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2018	8
MACKAY SHIELDS LLC	8	8	0.02%	0.12%	0.18%	Q1 2018	Q4 2019	8
Amundi	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Independent Portfolio Consultants, Inc.	4	1	0.01%	0.23%	0.88%	Q1 2014	Q1 2017	8
Gator Capital Management, LLC	8	8	0.52%	0.57%	0.64%	Q4 2021	Q3 2023	8
Aveo Capital Partners, LLC	7	1	0.09%	0.24%	0.98%	Q4 2016	Q1 2020	8
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	8	8	0.02%	0.05%	0.07%	Q3 2017	Q2 2019	8
Destination Wealth Management	5	1	0.00%	0.02%	0.04%	Q1 2014	Q2 2019	8
HAYS ADVISORY LLC	6	1	0.04%	0.08%	0.16%	Q4 2015	Q3 2018	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.42%	0.44%	0.46%	Q2 2013	Q1 2015	8
CAPITAL GUARDIAN TRUST CO	3	2	0.00%	0.00%	0.00%	Q2 2013	Q4 2018	8
Dynamic Advisor Solutions LLC	2	1	0.02%	0.02%	0.05%	Q2 2018	Q3 2023	8
PRUDENTIAL FINANCIAL INC	7	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
FIRST COMMUNITY TRUST NA	8	8	0.04%	0.05%	0.05%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.01%	0.02%	0.03%	Q2 2013	Q1 2015	8
TD Waterhouse Canada Inc.	8	8	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	8
PLIMOTH TRUST CO LLC	4	4	0.07%	0.17%	0.34%	Q4 2017	Q4 2019	8
BREITER CAPITAL MANAGEMENT INC	4	4	0.34%	0.39%	0.43%	Q1 2020	Q1 2022	8
Kaydan Wealth Management, Inc.	8	8	0.21%	0.26%	0.31%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.10%	0.12%	0.13%	Q4 2021	Q3 2023	8
TOMPKINS FINANCIAL CORP	8	8	0.12%	0.13%	0.14%	Q1 2022	Q4 2023	8
NORTHEAST INVESTMENT MANAGEMENT	3	1	0.01%	0.02%	0.03%	Q2 2013	Q2 2023	8
REINHART PARTNERS, LLC.	8	8	0.02%	0.06%	0.14%	Q2 2013	Q1 2015	8
IBERIABANK CORP	6	2	0.03%	0.03%	0.04%	Q3 2017	Q4 2019	8
Quantum Private Wealth, LLC	8	8	0.73%	0.86%	1.04%	Q4 2021	Q3 2023	8
Ellevest, Inc.	8	8	0.01%	0.02%	0.02%	Q2 2021	Q1 2023	8
WARNER FINANCIAL, INC	8	8	0.61%	0.74%	0.91%	Q4 2021	Q3 2023	8
FIRSTMERIT BANK N A TRUSTEE	8	8	0.02%	0.02%	0.02%	Q3 2014	Q2 2016	8
Brookfield Asset Management	4	4	0.02%	0.07%	0.17%	Q2 2013	Q2 2023	8
WorthPointe, LLC	8	8	0.31%	0.43%	0.70%	Q4 2021	Q3 2023	8
Montz Harcus Wealth Management LLC	8	8	5.34%	5.67%	5.89%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	1.68%	2.08%	2.38%	Q4 2021	Q3 2023	8
Schrum Private Wealth Management LLC	8	8	0.67%	0.76%	0.89%	Q4 2021	Q3 2023	8
Latigo Investments, LLC	8	8	3.05%	3.57%	3.79%	Q4 2021	Q3 2023	8
Bill Few Associates, Inc.	8	8	0.47%	0.51%	0.54%	Q4 2021	Q3 2023	8
Ten Capital Wealth Advisors, LLC	7	1	0.01%	0.07%	0.14%	Q3 2020	Q1 2023	8
Canal Capital Management, LLC	8	8	0.09%	0.11%	0.13%	Q4 2021	Q3 2023	8
Threshold Group LLC	8	8	4.20%	5.33%	7.02%	Q4 2015	Q3 2017	8
Kalos Management, Inc.	4	1	0.00%	1.32%	2.52%	Q4 2015	Q1 2023	8
Mystic Asset Management, Inc.	8	8	0.13%	0.14%	0.15%	Q4 2021	Q3 2023	8
Granite Bay Wealth Management, LLC	8	8	10.90%	13.41%	17.50%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.07%	0.08%	0.08%	Q4 2021	Q3 2023	8
Trail Ridge Investment Advisors, LLC	8	8	0.31%	0.47%	0.66%	Q4 2021	Q3 2023	8
Intelligent Financial Strategies	8	8	1.31%	1.54%	1.84%	Q4 2021	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	0.10%	0.11%	0.12%	Q4 2021	Q3 2023	8
Royal Fund Management, LLC	3	1	0.00%	0.60%	1.80%	Q4 2016	Q4 2022	8
City State Bank	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.87%	1.01%	1.15%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.05%	0.05%	0.06%	Q4 2021	Q3 2023	8
DENVER WEALTH MANAGEMENT, INC.	6	1	0.25%	0.33%	0.44%	Q1 2021	Q3 2023	8
Revolve Wealth Partners, LLC	8	8	0.42%	0.51%	0.58%	Q4 2021	Q3 2023	8
JOURNEY STRATEGIC WEALTH LLC	8	8	0.24%	0.55%	0.96%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.16%	0.24%	0.30%	Q4 2021	Q3 2023	8
Filbrandt Wealth Management, LLC	8	8	2.76%	3.23%	4.25%	Q4 2019	Q3 2021	8
Darrow Company, Inc.	8	8	1.40%	1.63%	1.87%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	5.48%	5.93%	6.24%	Q4 2021	Q3 2023	8
TD Capital Management LLC	5	3	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	8
Independent Advisor Alliance	5	1	0.02%	0.22%	1.38%	Q1 2017	Q3 2023	8
NCM Capital Management, LLC	8	8	0.55%	0.66%	0.79%	Q4 2021	Q3 2023	8
ANDREWS, LUCIA WEALTH MANAGEMENT LLC	8	8	0.63%	0.70%	0.79%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
Peterson Financial Group, Inc.	8	8	0.15%	0.22%	0.39%	Q4 2021	Q3 2023	8
Highview Capital Management LLC/DE/	8	8	1.94%	2.13%	2.32%	Q4 2021	Q3 2023	8
Houlihan Financial Resource Group, Ltd.	5	1	1.73%	2.08%	3.07%	Q4 2019	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
Ameritas Advisory Services, LLC	8	8	0.05%	0.07%	0.13%	Q4 2021	Q3 2023	8
Stratos Wealth Advisors, LLC	4	4	0.06%	0.26%	0.57%	Q4 2018	Q3 2023	8
Epstein & White Financial LLC	8	8	0.11%	0.33%	0.49%	Q4 2017	Q3 2019	8
Washington Trust Advisors, Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	2.60%	2.75%	3.19%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	0.17%	0.20%	0.22%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
TI-TRUST, INC	8	8	2.77%	3.03%	3.33%	Q4 2021	Q3 2023	8
Successful Portfolios LLC	4	4	0.20%	0.23%	0.26%	Q4 2017	Q4 2019	8
TRUEWEALTH LLC	8	8	0.02%	0.03%	0.05%	Q4 2017	Q3 2019	8
Heritage Investment Group, Inc.	8	8	0.07%	0.12%	0.20%	Q4 2021	Q3 2023	8
BASSETT HARGROVE INVESTMENT COUNSEL, LLC	4	4	0.39%	0.46%	0.54%	Q2 2021	Q2 2023	8
WOLFF WIESE MAGANA LLC	8	8	0.01%	0.01%	0.02%	Q4 2020	Q3 2022	8
BUCKINGHAM STRATEGIC PARTNERS, LLC	8	8	0.09%	0.15%	0.25%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.14%	0.18%	0.21%	Q4 2021	Q3 2023	8
Koss-Olinger Consulting, LLC	8	8	0.05%	0.07%	0.08%	Q4 2021	Q3 2023	8
YOUSIF CAPITAL MANAGEMENT, LLC	8	8	0.07%	0.15%	0.27%	Q4 2021	Q3 2023	8
RE Dickinson Investment Advisors, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
AJ WEALTH STRATEGIES, LLC	8	8	0.01%	0.02%	0.03%	Q3 2021	Q2 2023	8
Sovereign Financial Group, Inc.	8	8	0.60%	0.68%	0.82%	Q4 2021	Q3 2023	8
MBL Wealth, LLC	7	1	0.03%	0.05%	0.09%	Q1 2021	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.02%	0.04%	0.06%	Q4 2020	Q3 2022	8
Exeter Financial, LLC	5	3	0.10%	0.12%	0.14%	Q1 2021	Q3 2023	8
Wambolt & Associates, LLC	5	3	0.08%	0.10%	0.12%	Q1 2021	Q2 2023	8
COWA, LLC	6	1	0.00%	0.14%	0.20%	Q4 2020	Q1 2023	8
Landsberg, Bennett, & Dubbaneh LLC	5	3	0.03%	0.06%	0.10%	Q4 2018	Q3 2021	8
TKG Advisors, LLC	8	8	3.12%	4.29%	5.10%	Q4 2021	Q3 2023	8
VeraBank, N.A.	8	8	0.27%	0.34%	0.39%	Q4 2021	Q3 2023	8
Aspire Private Capital, LLC	8	8	0.00%	1.00%	2.46%	Q4 2018	Q3 2020	8
Miramar Capital, LLC	8	8	0.09%	0.14%	0.17%	Q4 2021	Q3 2023	8
RDA Financial Network	8	8	0.09%	0.45%	0.64%	Q1 2019	Q4 2020	8
Marcum Wealth, LLC	6	2	0.03%	0.04%	0.08%	Q1 2021	Q3 2023	8
Stonehage Fleming Financial Services Holdings Ltd	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Barrington Strategic Wealth Management Group LLC	4	4	0.40%	1.84%	3.54%	Q4 2013	Q3 2017	8
ExodusPoint Capital Management, LP	4	1	0.00%	0.07%	0.22%	Q1 2019	Q2 2022	7
FLYNN ZITO CAPITAL MANAGEMENT, LLC	5	2	0.46%	0.79%	1.43%	Q4 2021	Q3 2023	7
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.00%	0.01%	0.01%	Q2 2019	Q3 2022	7
Rockbridge Investment Management, LCC	7	7	0.00%	0.03%	0.08%	Q2 2020	Q4 2021	7
STRATEGIC WEALTH MANAGEMENT INC	6	1	2.51%	5.52%	7.46%	Q2 2013	Q4 2016	7
55I, LLC	7	7	0.01%	0.02%	0.05%	Q1 2021	Q3 2022	7
Sanford Advisory Services, LLC	7	7	0.06%	0.07%	0.08%	Q1 2021	Q3 2022	7
Pinnacle Advisory Group, Inc.	4	3	0.15%	0.19%	0.22%	Q2 2013	Q1 2015	7
JONES FINANCIAL COMPANIES LLLP	5	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	7
Integrated Wealth Management	7	7	0.08%	0.09%	0.11%	Q1 2015	Q3 2016	7
Silver Lake Advisory, LLC	7	7	0.15%	0.16%	0.17%	Q1 2017	Q3 2018	7
Weaver Consulting Group	7	7	0.01%	0.02%	0.02%	Q1 2019	Q3 2020	7
Horizons Wealth Management	7	7	0.04%	0.05%	0.06%	Q2 2022	Q4 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.11%	0.14%	0.16%	Q2 2013	Q4 2014	7
SHAPIRO CAPITAL MANAGEMENT LLC	3	1	0.01%	0.16%	0.42%	Q3 2018	Q3 2023	7
CABANA LLC	7	7	0.03%	2.39%	9.68%	Q2 2018	Q4 2019	7
Hedeker Wealth, LLC	4	1	0.07%	0.28%	0.66%	Q3 2015	Q3 2021	7
Graves Light Lenhart Wealth, Inc.	7	7	0.01%	0.02%	0.02%	Q4 2020	Q2 2022	7
USA FINANCIAL FORMULAS	3	1	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	7
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	3	2	0.02%	0.04%	0.07%	Q2 2020	Q3 2023	7
Black Diamond Financial, LLC	7	7	0.10%	0.11%	0.11%	Q1 2022	Q3 2023	7
Linker Capital Management Inc.	7	7	10.39%	10.64%	10.94%	Q4 2021	Q2 2023	7
Plancorp, LLC	4	1	0.01%	0.02%	0.07%	Q4 2019	Q3 2023	7
RATIONAL ADVISORS LLC	4	1	0.03%	0.11%	0.41%	Q1 2010	Q4 2013	7
NEIRG Wealth Management, LLC	7	7	0.08%	0.08%	0.10%	Q4 2021	Q2 2023	7
CARY STREET PARTNERS ASSET MANAGEMENT LLC	4	3	0.00%	0.04%	0.09%	Q4 2020	Q1 2023	7
ASSET PLANNING CORPORATION	5	2	0.18%	0.21%	0.31%	Q4 2021	Q3 2023	7
MONOGRAPH WEALTH ADVISORS, LLC	4	3	0.08%	0.09%	0.11%	Q4 2021	Q3 2023	7
Bensler, LLC	7	7	0.06%	0.06%	0.07%	Q1 2022	Q3 2023	7
RiverFront Investment Group, LLC	7	7	0.12%	0.72%	1.50%	Q3 2010	Q1 2012	7
Summit X, LLC	4	3	0.04%	0.11%	0.19%	Q2 2018	Q2 2021	7
Steward Financial Group LLC	4	3	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	7
GHE, LLC	5	2	0.31%	0.34%	0.42%	Q4 2021	Q3 2023	7
CAPITAL ONE FINANCIAL CORP	7	7	0.03%	0.04%	0.04%	Q1 2020	Q3 2021	7
COUNTRY CLUB BANK /GFN	7	7	0.86%	1.00%	1.28%	Q1 2022	Q3 2023	7
Pinnacle Family Advisors, LLC	3	1	0.63%	1.51%	3.59%	Q4 2016	Q1 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.10%	0.12%	0.14%	Q4 2021	Q2 2023	7
SANDERS MORRIS HARRIS LLC	3	1	0.06%	0.12%	0.21%	Q1 2016	Q3 2023	7
KCS Wealth Advisory	4	1	0.13%	0.30%	0.54%	Q4 2017	Q2 2023	7
Squar Milner Financial Services LLC	5	2	0.04%	0.05%	0.07%	Q2 2018	Q1 2020	7
Charter Oak Capital Management, LLC	7	7	0.01%	0.01%	0.01%	Q4 2020	Q2 2022	7
Evolution Advisers, Inc.	7	7	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	7
Concord Wealth Partners	4	3	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	7
American Trust	7	7	0.02%	0.03%	0.04%	Q4 2021	Q2 2023	7
L.M. KOHN & COMPANY	7	7	0.51%	0.58%	0.62%	Q1 2022	Q3 2023	7
CETERA INVESTMENT MANAGEMENT LLC	7	7	0.39%	0.66%	0.86%	Q4 2015	Q2 2017	7
Tyler-Stone Wealth Management	5	2	0.09%	0.09%	0.10%	Q4 2021	Q3 2023	7
Ascent Group, LLC	7	7	0.02%	0.03%	0.04%	Q4 2021	Q2 2023	7
Cobble Hill Financial Services, INC	7	7	0.12%	0.13%	0.14%	Q1 2013	Q3 2014	7
Brown Advisory Securities, LLC	6	1	0.11%	0.13%	0.18%	Q4 2013	Q3 2019	7
First Western Trust Bank	7	7	0.05%	0.06%	0.06%	Q1 2022	Q3 2023	7
World Asset Management Inc	3	1	0.01%	0.02%	0.02%	Q2 2016	Q1 2021	7
Orion Portfolio Solutions, LLC	3	1	0.00%	0.01%	0.03%	Q1 2020	Q3 2023	7
20/20 Capital Management, Inc.	7	7	0.13%	0.14%	0.15%	Q4 2019	Q2 2021	7
Beacon Capital Management, LLC	7	7	0.02%	0.03%	0.03%	Q1 2022	Q3 2023	7
Ferris Capital, LLC	5	1	0.03%	0.06%	0.09%	Q2 2017	Q1 2022	7
Visionary Asset Management, Inc.	6	1	0.06%	0.10%	0.13%	Q1 2015	Q4 2018	7
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	4	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2016	7
COMERICA SECURITIES,INC.	6	1	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	7
SeaCrest Wealth Management, LLC	6	1	0.02%	0.09%	0.12%	Q4 2017	Q2 2022	7
MATHER GROUP, LLC.	4	3	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	7
Oxbow Advisors, LLC	7	7	0.03%	0.03%	0.03%	Q4 2013	Q2 2015	7
SJS Investment Consulting Inc.	5	2	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	7
BURNEY CO/	2	1	0.01%	0.01%	0.02%	Q4 2017	Q1 2022	7
Placemark Investments, Inc.	7	7	0.05%	0.12%	0.16%	Q2 2013	Q4 2014	7
Atria Wealth Solutions, Inc.	7	7	0.09%	0.10%	0.11%	Q1 2022	Q3 2023	7
Virtue Capital Management, LLC	4	1	0.06%	3.58%	10.11%	Q4 2017	Q1 2021	7
Ardent Capital Management, Inc.	4	3	0.20%	0.30%	0.46%	Q4 2021	Q3 2023	7
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	5	2	0.48%	1.86%	3.10%	Q3 2013	Q2 2015	7
Corsicana & Co.	6	6	7.45%	7.83%	8.10%	Q2 2021	Q3 2022	6
TFC Financial Management, Inc.	5	1	0.00%	0.01%	0.01%	Q3 2020	Q4 2022	6
Blue Zone Wealth Advisors, LLC	6	6	0.12%	0.12%	0.15%	Q3 2021	Q4 2022	6
Aurora Private Wealth, Inc.	5	1	0.11%	0.16%	0.35%	Q4 2019	Q2 2022	6
Kovack Advisors, Inc.	2	1	0.03%	0.05%	0.10%	Q4 2016	Q1 2022	6
Waypoint Capital Advisors, LLC	6	6	0.08%	0.11%	0.18%	Q2 2022	Q3 2023	6
SAXON INTERESTS, INC.	6	6	0.16%	0.17%	0.17%	Q1 2022	Q2 2023	6
Omnia Family Wealth, LLC	5	1	0.01%	0.03%	0.07%	Q3 2017	Q1 2019	6
Eagle Strategies LLC	6	6	0.09%	0.12%	0.18%	Q2 2022	Q3 2023	6
Eudaimonia Partners, LLC	6	6	0.04%	0.06%	0.08%	Q4 2019	Q1 2021	6
Circle Road Advisors LP	6	6	3.90%	8.32%	10.06%	Q4 2017	Q1 2019	6
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	4	2	4.36%	8.90%	13.69%	Q2 2013	Q4 2015	6
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	4	1	0.00%	0.01%	0.04%	Q3 2018	Q4 2021	6
Grant/GrossMendelsohn, LLC	4	2	0.11%	0.14%	0.17%	Q1 2022	Q3 2023	6
Forum Financial Management, LP	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Atlas Private Wealth Management, LLC	6	6	0.01%	0.01%	0.02%	Q4 2019	Q1 2021	6
Parcion Private Wealth LLC	6	6	0.06%	0.08%	0.11%	Q2 2022	Q3 2023	6
GSB Wealth Management, LLC	3	1	0.06%	0.13%	0.20%	Q1 2021	Q3 2023	6
Pensionmark Financial Group, LLC	6	6	0.11%	0.14%	0.15%	Q4 2018	Q1 2020	6
EDMOND DE ROTHSCHILD (SUISSE) S.A.	6	6	0.01%	0.01%	0.01%	Q2 2015	Q3 2016	6
NWQ INVESTMENT MANAGEMENT COMPANY, LLC	2	1	0.00%	0.14%	0.72%	Q4 2013	Q1 2019	6
CNB Bank	5	1	0.01%	0.04%	0.06%	Q4 2017	Q3 2023	6
Hamilton Capital, LLC	6	6	0.02%	0.05%	0.07%	Q1 2021	Q2 2022	6
Connectus Wealth, LLC	6	6	0.02%	0.03%	0.04%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
Astoria Portfolio Advisors LLC.	6	6	0.39%	0.48%	0.62%	Q2 2022	Q3 2023	6
Intrepid Financial Planning Group LLC	6	6	2.10%	2.32%	2.53%	Q2 2022	Q3 2023	6
FSM Wealth Advisors, LLC	6	6	0.14%	0.29%	0.44%	Q2 2022	Q3 2023	6
HARVARD MANAGEMENT CO INC	6	6	0.40%	0.58%	0.89%	Q2 2013	Q3 2014	6
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4	1	0.00%	0.04%	0.06%	Q3 2021	Q3 2023	6
Quad-Cities Investment Group, LLC	6	6	0.06%	0.07%	0.08%	Q2 2018	Q3 2019	6
O'Dell Group, LLC	5	1	0.02%	0.03%	0.07%	Q3 2021	Q2 2023	6
MUNDER CAPITAL MANAGEMENT	6	6	0.00%	0.09%	0.24%	Q2 2013	Q3 2014	6
PHILADELPHIA TRUST CO	6	6	0.00%	0.02%	0.02%	Q1 2014	Q2 2015	6
Kowal Investment Group, LLC	5	1	0.02%	3.16%	5.07%	Q3 2021	Q3 2023	6
Symphony Financial, Ltd. Co.	5	1	0.05%	0.06%	0.07%	Q1 2021	Q2 2023	6
Argentus Capital Management, LLC	6	6	0.28%	0.65%	1.59%	Q2 2015	Q3 2016	6
UBS OCONNOR LLC	6	6	0.04%	0.12%	0.22%	Q2 2014	Q3 2015	6
Stifel Trust Company, N.A.	6	6	0.02%	0.03%	0.04%	Q2 2013	Q3 2014	6
Riggs Asset Managment Co. Inc.	4	2	0.06%	0.60%	1.12%	Q4 2013	Q3 2023	6
TWO SIGMA ADVISERS, LP	3	1	0.01%	0.04%	0.10%	Q4 2013	Q2 2017	6
CI INVESTMENTS INC.	6	6	0.05%	0.06%	0.06%	Q2 2013	Q3 2014	6
StoneX Group Inc.	6	6	0.08%	0.33%	0.71%	Q4 2020	Q1 2022	6
JANICZEK WEALTH MANAGEMENT, LLC	6	6	0.04%	0.04%	0.04%	Q2 2022	Q3 2023	6
Financial & Tax Architects, LLC	2	2	0.40%	2.44%	5.67%	Q1 2021	Q1 2023	6
ZEKE CAPITAL ADVISORS, LLC	6	6	0.02%	0.02%	0.03%	Q3 2021	Q4 2022	6
PITCAIRN CO	4	1	0.03%	0.06%	0.07%	Q2 2013	Q1 2022	6
Strategic Investment Advisors / MI	6	6	0.10%	0.60%	1.94%	Q4 2018	Q1 2020	6
Kore Private Wealth LLC	4	2	0.00%	0.04%	0.07%	Q4 2018	Q3 2020	6
Allegheny Financial Group LTD	4	1	0.08%	0.10%	0.11%	Q4 2020	Q3 2023	6
Cordasco Financial Network	6	6	0.01%	0.09%	0.13%	Q4 2013	Q1 2015	6
THOMASPARTNERS, INC.	5	1	0.00%	0.01%	0.01%	Q2 2013	Q4 2014	6
AMERICAN NATIONAL BANK	5	1	0.01%	0.04%	0.05%	Q3 2014	Q3 2023	6
CM WEALTH ADVISORS LLC	6	6	0.05%	0.12%	0.16%	Q2 2022	Q3 2023	6
Lionsbridge Wealth Management LLC	4	2	1.20%	2.00%	3.20%	Q4 2021	Q3 2023	6
Apexium Financial, LP	5	1	0.03%	0.07%	0.27%	Q4 2019	Q3 2023	6
J2 Capital Management Inc	6	6	0.28%	0.33%	0.38%	Q2 2022	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.30%	0.35%	0.38%	Q2 2022	Q3 2023	6
MONECO Advisors, LLC	6	6	0.36%	1.14%	1.49%	Q4 2018	Q1 2020	6
LifePlan Financial Group, Inc	6	6	0.00%	0.00%	0.00%	Q1 2018	Q2 2019	6
BRANT POINT INVESTMENT MANAGEMENT LLC	5	1	1.67%	5.95%	9.77%	Q1 2022	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	0.04%	0.21%	0.49%	Q2 2013	Q3 2014	6
HAZLETT, BURT & WATSON, INC.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Waverly Advisors, LLC	3	1	0.00%	0.26%	0.72%	Q3 2013	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.02%	0.03%	0.03%	Q2 2013	Q3 2014	6
DAVENPORT & Co LLC	3	1	0.00%	0.01%	0.05%	Q1 2015	Q4 2019	6
McAdams Wright Ragen, Inc.	6	6	0.12%	0.13%	0.14%	Q2 2013	Q3 2014	6
SignalPoint Asset Management, LLC	4	2	0.06%	0.07%	0.07%	Q3 2016	Q4 2021	6
SHAPIRO ROBERT N	6	6	0.01%	0.02%	0.02%	Q3 2013	Q4 2014	6
JCIC Asset Management Inc.	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
TWIN FOCUS CAPITAL PARTNERS, LLC	4	2	0.08%	0.18%	0.25%	Q4 2013	Q4 2019	6
Glaxis Capital Management, LLC	3	1	1.04%	5.22%	10.85%	Q1 2015	Q3 2023	6
Omega Financial Group, LLC	6	6	0.14%	0.34%	0.44%	Q2 2022	Q3 2023	6
Bay Harbor Wealth Management, LLC	6	6	0.15%	0.57%	1.28%	Q4 2018	Q1 2020	6
COMMUNITY BANK SYSTEM, INC.	6	6	0.97%	1.02%	1.07%	Q2 2013	Q3 2014	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.14%	0.16%	0.17%	Q4 2020	Q1 2022	6
Weiss Multi-Strategy Advisers LLC	4	1	0.01%	0.01%	0.02%	Q2 2017	Q4 2019	6
Banque Cantonale Vaudoise	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
InterOcean Capital, LLC	6	6	0.07%	0.11%	0.15%	Q1 2014	Q2 2015	6
Crabel Capital Management, LLC	3	3	0.13%	0.25%	0.32%	Q1 2018	Q3 2019	6
NICOLET ADVISORY SERVICES, LLC	3	3	0.04%	0.05%	0.07%	Q4 2019	Q3 2023	6
Brown Miller Wealth Management, LLC	5	1	0.11%	0.13%	0.14%	Q1 2021	Q2 2023	6
J. W. Coons Advisors, LLC	3	1	0.06%	0.07%	0.09%	Q4 2020	Q2 2023	6
GHP Investment Advisors, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
MANAGED ACCOUNT ADVISORS LLC	4	2	0.00%	0.00%	0.01%	Q3 2013	Q2 2015	6
Security National Bank	6	6	0.06%	0.07%	0.08%	Q1 2021	Q2 2022	6
Icon Wealth Partners, LLC	3	1	0.01%	0.02%	0.04%	Q4 2017	Q3 2023	6
Vickerman Investment Advisors, Inc.	4	2	0.09%	0.11%	0.16%	Q3 2021	Q1 2023	6
PETERSON WEALTH MANAGEMENT	4	2	0.29%	0.46%	0.63%	Q2 2021	Q3 2023	6
Aevitas Wealth Management, Inc.	6	6	0.04%	0.04%	0.04%	Q4 2017	Q1 2019	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.06%	0.13%	0.16%	Q4 2021	Q3 2023	6
QP WEALTH MANAGEMENT, LLC	4	1	0.30%	0.43%	0.79%	Q4 2019	Q3 2023	6
EverSource Wealth Advisors, LLC	5	1	0.02%	0.12%	0.18%	Q4 2021	Q3 2023	6
Jordan Park Group LLC	6	6	0.11%	0.13%	0.15%	Q2 2022	Q3 2023	6
tru Independence LLC	6	6	0.00%	0.10%	0.18%	Q4 2019	Q1 2021	6
Olympiad Research LP	4	2	0.13%	0.29%	0.44%	Q2 2020	Q4 2021	6
Eagle Bay Advisors LLC	3	2	0.00%	0.11%	0.24%	Q2 2022	Q3 2023	5
Strategic Capital Group LLC	5	5	1.05%	1.27%	1.50%	Q2 2013	Q2 2014	5
Allred Capital Management, LLC	4	1	0.02%	0.11%	0.13%	Q1 2019	Q1 2021	5
Horan Capital Advisors, LLC.	2	1	0.04%	0.05%	0.06%	Q3 2017	Q3 2020	5
Realta Investment Advisors	4	1	0.00%	0.07%	0.27%	Q1 2019	Q2 2020	5
TRANSATLANTIQUE PRIVATE WEALTH LLC	5	5	0.47%	0.91%	1.05%	Q3 2022	Q3 2023	5
INVERNESS COUNSEL LLC /NY/	5	5	0.07%	0.07%	0.08%	Q3 2015	Q3 2016	5
FIRST HORIZON CORP	4	1	0.02%	0.16%	0.69%	Q2 2013	Q2 2021	5
FORTEM FINANCIAL GROUP, LLC	5	5	0.14%	0.22%	0.28%	Q2 2022	Q2 2023	5
Garrett Wealth Advisory Group, LLC	4	1	0.16%	0.17%	0.18%	Q1 2019	Q2 2020	5
Cadence Bank	5	5	0.07%	0.08%	0.08%	Q3 2022	Q3 2023	5
Balboa Wealth Partners	5	5	1.57%	1.73%	1.93%	Q3 2022	Q3 2023	5
Harfst & Associates, Inc.	3	2	0.01%	0.05%	0.09%	Q2 2015	Q2 2017	5
ASHFORD CAPITAL MANAGEMENT INC	5	5	0.03%	0.03%	0.04%	Q4 2020	Q4 2021	5
TRADITION ASSET MANAGEMENT LLC	5	5	0.08%	0.09%	0.09%	Q2 2019	Q2 2020	5
Cutter & CO Brokerage, Inc.	5	5	0.09%	0.12%	0.14%	Q4 2016	Q4 2017	5
U.S. Capital Wealth Advisors, LLC	2	1	0.01%	0.02%	0.07%	Q4 2021	Q3 2023	5
Colonial Trust Advisors	5	5	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	5
Relative Value Partners Group, LLC	5	5	0.20%	0.21%	0.22%	Q3 2022	Q3 2023	5
LILLEY & CO	5	5	7.93%	8.06%	8.23%	Q2 2013	Q2 2014	5
KBC Group NV	3	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	5
Beaird Harris Wealth Management, LLC	5	5	0.00%	0.00%	0.01%	Q2 2022	Q2 2023	5
Bryn Mawr Capital Management, LLC	4	1	0.02%	0.14%	0.58%	Q4 2021	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	2.21%	2.32%	2.38%	Q3 2022	Q3 2023	5
TEXAS CAPITAL BANCSHARES INC/TX	4	1	0.11%	0.13%	0.15%	Q2 2021	Q2 2023	5
Advanced Asset Management Advisors Inc	4	1	0.07%	0.08%	0.08%	Q4 2017	Q1 2019	5
Clarkston Capital Partners, LLC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
CLEAR STREET MARKETS LLC	1	1	0.01%	0.16%	0.41%	Q2 2013	Q4 2016	5
ROOSEVELT INVESTMENT GROUP LLC	5	5	0.06%	0.07%	0.08%	Q1 2019	Q1 2020	5
Seven Post Investment Office LP	5	5	0.13%	0.15%	0.17%	Q3 2022	Q3 2023	5
Strategic Financial Services, Inc,	4	1	0.06%	1.52%	2.81%	Q2 2013	Q4 2014	5
Affiance Financial, LLC	5	5	0.21%	0.54%	0.92%	Q1 2015	Q1 2016	5
WEBSTERROGERS FINANCIAL ADVISORS, LLC	5	5	0.05%	0.06%	0.07%	Q4 2020	Q4 2021	5
GERMAN AMERICAN BANCORP, INC.	4	1	0.03%	0.07%	0.08%	Q4 2021	Q3 2023	5
Legacy Financial Strategies, LLC	5	5	0.08%	0.10%	0.11%	Q3 2022	Q3 2023	5
Archer Investment Corp	3	2	0.00%	0.02%	0.04%	Q4 2018	Q3 2023	5
Cypress Capital, LLC	4	1	0.09%	2.23%	2.79%	Q4 2018	Q2 2022	5
Strategic Capital Alternatives LLC	5	5	1.25%	1.44%	1.71%	Q3 2014	Q3 2015	5
National Wealth Management Group, LLC	5	5	0.44%	0.58%	0.78%	Q3 2022	Q3 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.30%	0.34%	0.43%	Q4 2018	Q4 2019	5
Sage Mountain Advisors LLC	5	5	0.03%	0.04%	0.05%	Q1 2021	Q1 2022	5
BAR HARBOR TRUST SERVICES	3	1	0.00%	0.07%	0.17%	Q4 2019	Q2 2022	5
SENTINEL TRUST CO LBA	4	1	0.07%	0.13%	0.25%	Q4 2013	Q3 2023	5
SAX WEALTH ADVISORS, LLC	5	5	0.33%	0.51%	0.73%	Q4 2020	Q4 2021	5
ROMANO BROTHERS AND COMPANY	5	5	0.31%	0.38%	0.42%	Q3 2022	Q3 2023	5
MPS Loria Financial Planners, LLC	4	1	0.02%	0.02%	0.02%	Q2 2017	Q1 2021	5
Gresham Partners, LLC	5	5	4.36%	4.86%	5.66%	Q4 2014	Q4 2015	5
Truvestments Capital LLC	5	5	0.00%	0.00%	0.00%	Q1 2020	Q1 2021	5
Probabilities Fund Management, LLC	5	5	0.38%	0.58%	0.91%	Q4 2017	Q4 2018	5
Claybrook Capital, LLC	4	1	0.01%	0.05%	0.20%	Q4 2017	Q2 2021	5
AFFINITY WEALTH MANAGEMENT LLC	5	5	1.49%	2.08%	4.11%	Q4 2018	Q4 2019	5
AGRAN LIBBIE	3	1	0.41%	0.43%	0.44%	Q2 2013	Q1 2015	5
Financial Gravity Asset Management, Inc.	3	2	0.02%	1.76%	7.46%	Q1 2018	Q3 2019	5
EagleClaw Capital Managment, LLC	2	1	0.07%	0.08%	0.10%	Q2 2018	Q1 2021	5
Bayesian Capital Management, LP	4	1	0.04%	0.11%	0.18%	Q1 2020	Q1 2022	5
HOWARD FINANCIAL SERVICES, LTD.	5	5	0.08%	0.09%	0.10%	Q3 2022	Q3 2023	5
KING LUTHER CAPITAL MANAGEMENT CORP	2	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	5
IPG Investment Advisors LLC	5	5	0.11%	0.12%	0.14%	Q3 2017	Q3 2018	5
LIBRA WEALTH LLC	5	5	0.01%	0.11%	0.14%	Q3 2022	Q3 2023	5
SCHRODER INVESTMENT MANAGEMENT GROUP	4	1	0.00%	0.00%	0.00%	Q2 2015	Q1 2023	5
Aprio Wealth Management, LLC	5	5	0.06%	0.07%	0.08%	Q3 2022	Q3 2023	5
Tidal Investments LLC	2	1	0.06%	0.35%	1.38%	Q4 2019	Q2 2023	5
CHILTON CAPITAL MANAGEMENT LLC	3	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	5
Compass Wealth Management LLC	5	5	0.48%	0.53%	0.57%	Q4 2022	Q4 2023	5
Bogart Wealth, LLC	5	5	0.02%	0.03%	0.03%	Q3 2022	Q3 2023	5
BlackRock Institutional Trust Company, N.A.	5	5	0.00%	0.00%	0.01%	Q2 2013	Q2 2014	5
Financial Services Advisory Inc	5	5	0.11%	4.40%	7.60%	Q2 2020	Q2 2021	5
BAKER TILLY WEALTH MANAGEMENT, LLC	5	5	0.04%	0.13%	0.41%	Q3 2022	Q3 2023	5
PEAK6 Group LLC	3	1	0.00%	0.01%	0.02%	Q2 2013	Q2 2015	5
WealthSpring Partners, LLC	5	5	1.31%	1.55%	1.79%	Q3 2022	Q3 2023	5
Cannon Global Investment Management, LLC	2	1	0.53%	2.09%	5.48%	Q4 2021	Q2 2023	5
Colonial Trust Co / SC	5	5	0.08%	0.09%	0.10%	Q3 2022	Q3 2023	5
Wilmington Trust, National Association	5	5	0.06%	0.10%	0.12%	Q2 2013	Q2 2014	5
Schechter Investment Advisors, LLC	4	1	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	5
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	4	1	0.01%	0.09%	0.12%	Q2 2020	Q3 2023	5
Coston, McIsaac & Partners	4	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	5
BALYASNY ASSET MANAGEMENT L.P.	2	1	0.00%	0.01%	0.03%	Q1 2021	Q2 2023	5
TOWNSQUARE CAPITAL LLC	3	2	0.01%	0.03%	0.07%	Q2 2022	Q3 2023	5
Gupta Wealth Management LLC	5	5	0.08%	0.12%	0.19%	Q1 2015	Q1 2016	5
TITLEIST CAPITAL, LLC	5	5	0.08%	0.09%	0.13%	Q4 2021	Q4 2022	5
CFM WEALTH PARTNERS LLC	5	5	0.07%	0.08%	0.08%	Q3 2022	Q3 2023	5
Intrua Financial, LLC	5	5	0.04%	0.05%	0.07%	Q1 2021	Q1 2022	5
Evolution Wealth Advisors, LLC	5	5	0.01%	0.01%	0.01%	Q3 2020	Q3 2021	5
Capital Asset Advisory Services LLC	4	1	0.02%	0.03%	0.05%	Q4 2019	Q3 2021	5
WILMINGTON TRUST CO	5	5	0.13%	0.14%	0.15%	Q2 2013	Q2 2014	5
REDMONT WEALTH ADVISORS LLC	5	5	0.34%	0.36%	0.38%	Q4 2021	Q4 2022	5
HCR Wealth Advisors	4	1	0.03%	0.11%	0.15%	Q1 2020	Q4 2021	5
OPPENHEIMER ASSET MANAGEMENT INC.	1	1	0.00%	0.01%	0.02%	Q1 2017	Q4 2021	5
NORTHSTAR WEALTH PARTNERS LLC	5	5	0.15%	0.17%	0.18%	Q3 2019	Q3 2020	5
TCWP LLC	5	5	0.06%	0.08%	0.14%	Q4 2021	Q4 2022	5
Camarda Financial Advisors, LLC	2	1	0.01%	1.49%	5.69%	Q2 2013	Q1 2022	5
Interval Partners, LP	1	1	0.10%	0.18%	0.26%	Q3 2014	Q1 2023	5
PFS INVESTMENTS INC.	5	5	0.01%	0.01%	0.01%	Q1 2021	Q1 2022	5
CONCORD ASSET MANAGEMENT LLC	5	5	0.08%	0.09%	0.10%	Q4 2013	Q4 2014	5
Sterling Investment Advisors, Ltd.	5	5	0.84%	0.86%	0.91%	Q3 2022	Q3 2023	5
West Financial Advisors, LLC	5	5	0.00%	0.00%	0.01%	Q4 2021	Q4 2022	5
BECKER CAPITAL MANAGEMENT INC	3	2	0.02%	0.03%	0.04%	Q3 2017	Q3 2023	5
FIRST AMERICAN TRUST, FSB	5	5	0.08%	0.09%	0.10%	Q3 2013	Q3 2014	5
Hyperion Partners, LLC	4	4	0.50%	0.56%	0.63%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.07%	0.07%	0.08%	Q4 2022	Q3 2023	4
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	4	4	0.01%	0.05%	0.15%	Q3 2017	Q2 2018	4
SECURIAN ASSET MANAGEMENT, INC	3	1	0.00%	0.01%	0.01%	Q1 2022	Q1 2023	4
WEXFORD CAPITAL LP	2	1	0.21%	0.99%	1.83%	Q4 2016	Q3 2023	4
HORIZON KINETICS ASSET MANAGEMENT LLC	4	4	0.02%	0.04%	0.05%	Q1 2019	Q4 2019	4
VOYA INVESTMENT MANAGEMENT LLC	2	2	0.00%	0.03%	0.10%	Q2 2013	Q3 2016	4
HIGHFIELDS CAPITAL MANAGEMENT LP	4	4	0.05%	0.05%	0.06%	Q4 2015	Q3 2016	4
CONDOR CAPITAL MANAGEMENT	4	4	0.78%	0.82%	0.88%	Q2 2013	Q1 2014	4
GW&K Investment Management, LLC	3	1	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	4
BOURGEON CAPITAL MANAGEMENT LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
JUMP TRADING, LLC	4	4	0.01%	0.92%	2.49%	Q2 2019	Q1 2020	4
SHEPHERD KAPLAN KROCHUK, LLC	2	2	0.04%	0.05%	0.08%	Q3 2013	Q2 2015	4
HARBOUR INVESTMENT MANAGEMENT LLC	2	1	0.10%	0.13%	0.22%	Q2 2021	Q3 2023	4
Kovitz Investment Group, LLC	4	4	0.02%	0.02%	0.03%	Q3 2014	Q2 2015	4
HighVista Strategies LLC	2	1	0.00%	0.02%	0.03%	Q2 2013	Q4 2014	4
Benin Management CORP	4	4	0.14%	0.15%	0.16%	Q1 2022	Q4 2022	4
Cabot-Wellington, LLC	4	4	0.09%	0.15%	0.20%	Q1 2015	Q4 2015	4
Atlas Brown,Inc.	4	4	0.15%	0.16%	0.16%	Q1 2019	Q4 2019	4
ZEVIN ASSET MANAGEMENT LLC	4	4	0.05%	0.06%	0.09%	Q4 2020	Q3 2021	4
Parametric Risk Advisors LLC	4	4	0.37%	0.38%	0.39%	Q1 2014	Q4 2014	4
Boston Common Asset Management, LLC	2	2	0.01%	0.01%	0.01%	Q2 2013	Q2 2014	4
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	4
FundX Investment Group, LLC	2	1	0.14%	0.66%	1.64%	Q1 2015	Q2 2021	4
CONFLUENCE INVESTMENT MANAGEMENT LLC	4	4	0.00%	0.00%	0.01%	Q1 2017	Q4 2017	4
GTS SECURITIES LLC	2	2	0.01%	0.07%	0.21%	Q2 2023	Q3 2023	4
Healthcare Value Capital, LLC	4	4	3.81%	7.37%	12.54%	Q2 2013	Q1 2014	4
B. Riley Financial, Inc.	4	4	0.27%	0.28%	0.30%	Q3 2017	Q2 2018	4
Accredited Investors Inc.	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
Horizon Kinetics	4	4	0.01%	0.01%	0.01%	Q3 2016	Q2 2017	4
Fairpointe Capital LLC	1	1	0.01%	0.03%	0.09%	Q4 2014	Q4 2018	4
Cornerstone Advisors, Inc.	2	2	0.01%	0.02%	0.04%	Q1 2014	Q4 2015	4
Pinkerton Retirement Specialists, LLC	3	1	1.11%	2.20%	2.85%	Q1 2021	Q1 2023	4
LBMC INVESTMENT ADVISORS, LLC	4	4	0.10%	0.10%	0.10%	Q4 2022	Q3 2023	4
Windsor Capital Management, LLC	3	1	0.02%	0.03%	0.04%	Q2 2013	Q3 2015	4
Stone Toro Investment Advisers, LP	4	4	2.59%	7.08%	12.06%	Q2 2013	Q1 2014	4
PIERSHALE FINANCIAL GROUP, INC.	2	1	0.02%	1.88%	7.44%	Q4 2015	Q1 2021	4
Braver Wealth Management, LLC	2	1	0.04%	0.55%	1.13%	Q2 2014	Q4 2016	4
Winfield Associates, Inc.	4	4	0.02%	0.08%	0.14%	Q4 2013	Q3 2014	4
Blue Fin Capital, Inc.	4	4	0.10%	0.16%	0.24%	Q4 2022	Q3 2023	4
Tuttle Capital Management, LLC	3	1	0.30%	3.75%	10.50%	Q1 2014	Q1 2017	4
Alpine Global Management, LLC	2	1	0.14%	0.24%	0.39%	Q3 2017	Q3 2023	4
MRA Associates USA LLC	4	4	1.15%	2.33%	3.33%	Q4 2018	Q3 2019	4
Crosspoint Capital Strategies, LLC	2	2	0.02%	0.22%	0.84%	Q4 2013	Q4 2015	4
IRON Financial LLC	2	2	1.64%	2.32%	3.02%	Q1 2014	Q1 2015	4
Stanley-Laman Group, Ltd.	4	4	0.04%	0.05%	0.05%	Q1 2015	Q4 2015	4
MARK SHEPTOFF FINANCIAL PLANNING, LLC	4	4	0.04%	0.10%	0.13%	Q4 2022	Q3 2023	4
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	4	4	0.48%	0.64%	0.82%	Q1 2015	Q4 2015	4
SG3 Management, LLC	2	2	0.04%	0.20%	0.38%	Q3 2020	Q4 2020	4
Ruggie Capital Group	4	4	0.00%	0.00%	0.01%	Q4 2014	Q3 2015	4
Financial Insights, Inc.	2	1	0.12%	0.16%	0.19%	Q2 2020	Q1 2022	4
Cleary Gull Holdings Inc.	4	4	0.46%	0.71%	0.92%	Q2 2015	Q1 2016	4
Aptus Capital Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Allegis Investment Advisors, LLC	2	2	0.12%	0.17%	0.27%	Q1 2016	Q1 2017	4
Well Done, LLC	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
CWA Asset Management Group, LLC	4	4	0.02%	0.02%	0.02%	Q1 2021	Q4 2021	4
Silicon Valley Capital Partners	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.14%	0.18%	0.21%	Q4 2016	Q3 2017	4
Ascension Capital Advisors, Inc.	4	4	0.42%	3.32%	4.79%	Q1 2021	Q4 2021	4
Per Stirling Capital Management, LLC.	4	4	0.05%	0.06%	0.07%	Q4 2022	Q3 2023	4
TFO Wealth Partners, LLC	2	2	0.00%	0.02%	0.04%	Q4 2019	Q3 2021	4
Ackerman Capital Advisors, LLC	4	4	0.00%	0.05%	0.16%	Q4 2018	Q3 2019	4
AUA CAPITAL MANAGEMENT, LLC	4	4	0.06%	0.07%	0.08%	Q1 2022	Q4 2022	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	0.14%	0.14%	0.16%	Q4 2017	Q3 2018	4
Fluent Financial, LLC	2	2	0.25%	1.41%	2.63%	Q4 2017	Q4 2018	4
PrairieView Partners, LLC	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Port Capital LLC	4	4	0.03%	0.12%	0.16%	Q4 2020	Q3 2021	4
Signature Wealth Management Group	4	4	0.03%	0.03%	0.03%	Q4 2017	Q3 2018	4
Retirement Group, LLC	4	4	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	4
Mount Yale Investment Advisors, LLC	3	1	0.02%	0.02%	0.04%	Q1 2018	Q4 2022	4
Landmark Bank	2	2	0.13%	0.13%	0.13%	Q2 2018	Q3 2019	4
Essex Savings Bank	3	1	0.02%	0.04%	0.07%	Q4 2018	Q3 2023	4
Portfolio Strategies, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	4
Shulman DeMeo Asset Management LLC	3	1	2.27%	2.46%	2.60%	Q3 2019	Q1 2021	4
Legacy Trust	4	4	0.14%	0.15%	0.15%	Q4 2022	Q3 2023	4
Joseph P. Lucia & Associates, LLC	2	2	0.01%	0.01%	0.02%	Q2 2021	Q2 2022	4
TCF National Bank	3	1	0.05%	0.06%	0.07%	Q1 2020	Q1 2021	4
Beck Bode, LLC	4	4	0.05%	0.12%	0.15%	Q1 2022	Q4 2022	4
Heartwood Wealth Advisors LLC	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
Apella Capital, LLC	3	1	0.02%	0.03%	0.04%	Q4 2022	Q4 2023	4
Mattern Wealth Management LLC	4	4	0.49%	2.36%	3.35%	Q1 2021	Q4 2021	4
Soltis Investment Advisors LLC	4	4	0.22%	0.24%	0.25%	Q4 2022	Q3 2023	4
FSA Wealth Management LLC	3	1	0.03%	0.05%	0.06%	Q4 2019	Q4 2020	4
Systematic Alpha Investments, LLC	3	1	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	4
Live Oak Investment Partners	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Jump Financial, LLC	2	1	0.21%	0.82%	1.26%	Q3 2020	Q2 2022	4
Monterey Private Wealth, Inc.	4	4	0.15%	0.15%	0.16%	Q4 2022	Q3 2023	4
Tandem Wealth Advisors LLC	4	4	7.19%	8.70%	9.30%	Q4 2022	Q3 2023	4
Prentice Wealth Management LLC	3	1	0.01%	0.01%	0.02%	Q1 2021	Q2 2022	4
GUARDIAN WEALTH ADVISORS, LLC / NC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
CoreCap Advisors, LLC	3	1	0.01%	0.02%	0.05%	Q4 2021	Q4 2022	4
Manhattan West Asset Management, LLC	4	4	0.08%	0.14%	0.25%	Q4 2022	Q3 2023	4
AXXCESS WEALTH MANAGEMENT, LLC	4	4	0.03%	0.05%	0.06%	Q4 2022	Q3 2023	4
Marion Wealth Management	4	4	0.09%	0.11%	0.16%	Q4 2022	Q3 2023	4
Resurgent Financial Advisors LLC	4	4	0.06%	0.08%	0.08%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
Delap Wealth Advisory, LLC	4	4	0.22%	0.25%	0.32%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	1.12%	1.19%	1.28%	Q4 2022	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.12%	0.15%	0.17%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.21%	0.26%	0.30%	Q4 2022	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.15%	0.17%	0.18%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.08%	0.09%	0.09%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.12%	0.12%	0.12%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.31%	0.31%	0.31%	Q4 2022	Q3 2023	4
New Hampshire Trust	4	4	0.13%	0.14%	0.14%	Q4 2022	Q3 2023	4
LAM GROUP, INC.	4	4	0.62%	0.63%	0.64%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.12%	0.12%	0.12%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	2.83%	3.06%	3.37%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.34%	0.41%	0.45%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.79%	0.84%	0.89%	Q4 2022	Q3 2023	4
GEM Asset Management, LLC	4	4	1.01%	1.10%	1.20%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Heritage Wealth Partners, LLC	4	4	0.15%	0.27%	0.51%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	0.53%	0.71%	0.85%	Q4 2022	Q3 2023	4
River Street Advisors LLC	4	4	0.26%	0.28%	0.29%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.67%	0.85%	1.05%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.20%	0.22%	0.25%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	0.75%	0.82%	0.90%	Q4 2022	Q3 2023	4
STAR Financial Bank	4	4	0.95%	0.99%	1.08%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.68%	0.77%	0.82%	Q4 2022	Q3 2023	4
Beacon Bridge Wealth Partners, LLC	4	4	0.48%	0.66%	0.98%	Q4 2022	Q3 2023	4
Delta Financial Group, Inc.	4	4	0.72%	1.15%	2.40%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.40%	0.43%	0.47%	Q4 2022	Q3 2023	4
LaSalle St. Investment Advisors, LLC	4	4	0.37%	0.39%	0.42%	Q4 2022	Q3 2023	4
Granite Harbor Advisors, Inc.	4	4	0.20%	0.22%	0.26%	Q4 2022	Q3 2023	4
Sebold Capital Management, Inc.	4	4	0.52%	0.54%	0.57%	Q4 2022	Q3 2023	4
First County Bank /CT/	4	4	0.25%	0.31%	0.46%	Q4 2022	Q3 2023	4
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	4	4	0.45%	0.56%	0.62%	Q4 2022	Q3 2023	4
GENERAL ELECTRIC CO	4	4	0.37%	0.38%	0.39%	Q2 2013	Q1 2014	4
MONEY CONCEPTS CAPITAL CORP	4	4	0.01%	0.02%	0.03%	Q1 2022	Q4 2022	4
Fisher Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2022	4
NORTHSTAR ASSET MANAGEMENT INC	4	4	0.08%	0.10%	0.13%	Q1 2021	Q4 2021	4
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	4	4	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	4
ELLERSON GROUP INC /ADV	4	4	0.56%	0.61%	0.65%	Q4 2022	Q3 2023	4
Garden State Investment Advisory Services LLC	2	1	0.09%	0.12%	0.18%	Q4 2022	Q3 2023	3
Oxler Private Wealth LLC	2	1	0.02%	0.02%	0.03%	Q4 2020	Q3 2022	3
LWMG, LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Vision Capital Management, Inc.	2	1	0.03%	0.03%	0.03%	Q2 2021	Q1 2022	3
GLG INC.	3	3	0.05%	0.06%	0.07%	Q2 2013	Q4 2013	3
Strategic Blueprint, LLC	1	1	0.00%	0.02%	0.03%	Q3 2019	Q1 2022	3
CenterStar Fund, LLC	1	1	0.00%	0.02%	0.06%	Q4 2016	Q4 2016	3
Forza Wealth Management, LLC	3	3	0.50%	0.51%	0.52%	Q1 2023	Q3 2023	3
NORTHWEST INVESTMENT COUNSELORS, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Beirne Wealth Consulting Services, LLC	2	1	0.18%	1.38%	3.78%	Q4 2022	Q3 2023	3
Premia Global Advisors, LLC	3	3	0.60%	1.78%	3.18%	Q4 2017	Q2 2018	3
Crescent Sterling, Ltd.	3	3	1.43%	1.64%	1.77%	Q1 2023	Q3 2023	3
Private Advisory Group LLC	3	3	0.12%	0.33%	0.73%	Q4 2016	Q2 2017	3
INSPIRION WEALTH ADVISORS, LLC	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
McAdam, LLC	3	3	0.01%	0.01%	0.01%	Q1 2018	Q3 2018	3
PALLADIUM PARTNERS LLC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	3
RFP Financial Group LLC	2	1	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	3
Aquire Wealth Advisors, LLC	3	3	0.08%	0.09%	0.09%	Q1 2023	Q3 2023	3
First Personal Financial Services	1	1	0.00%	0.03%	0.08%	Q4 2015	Q2 2019	3
Pinnacle Private Wealth, LLC	3	3	0.20%	0.22%	0.23%	Q4 2021	Q2 2022	3
RGT Wealth Advisors, LLC	2	1	0.01%	0.63%	1.01%	Q3 2019	Q4 2021	3
BKS ADVISORS, LLC	2	1	0.06%	0.11%	0.13%	Q4 2015	Q3 2016	3
Second Half Financial Partners, LLC	2	1	0.14%	0.46%	0.62%	Q1 2022	Q4 2022	3
Genesis Wealth Advisors, LLC	3	3	1.90%	2.00%	2.06%	Q4 2014	Q2 2015	3
Cape Investment Advisory, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Mach-1 Financial Group, LLC	2	1	0.01%	0.04%	0.09%	Q2 2022	Q1 2023	3
HOURGLASS CAPITAL, LLC	3	3	0.08%	0.09%	0.10%	Q1 2014	Q3 2014	3
Capital One Investing, Inc.	3	3	0.09%	0.11%	0.13%	Q1 2019	Q3 2019	3
WealthPlan Investment Management, LLC	2	1	0.03%	0.03%	0.03%	Q1 2022	Q4 2022	3
Members Trust Co	2	1	0.01%	0.01%	0.02%	Q1 2018	Q3 2020	3
Rinet Co LLC	3	3	0.29%	0.30%	0.30%	Q1 2021	Q3 2021	3
Crescent Capital Consulting, LLC	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
Coco Enterprises, LLC	3	3	3.58%	3.69%	3.80%	Q3 2022	Q1 2023	3
Swaine & Leidel Wealth Services, LLC	1	1	0.52%	0.59%	0.65%	Q1 2021	Q1 2022	3
KHP Capital, LLC	3	3	0.03%	0.03%	0.03%	Q1 2018	Q3 2018	3
Mason & Associates Inc	2	1	0.06%	0.07%	0.07%	Q4 2021	Q3 2022	3
Julex Capital Management, LLC	3	3	0.00%	0.00%	0.00%	Q1 2019	Q3 2019	3
Novak Financial Planning, LLC	3	3	1.63%	1.77%	1.87%	Q4 2020	Q2 2021	3
ADVISOR PARTNERS LLC	3	3	0.05%	0.05%	0.06%	Q1 2017	Q3 2017	3
BIVIN & ASSOCIATES, INC.	3	3	0.10%	0.10%	0.10%	Q4 2021	Q2 2022	3
WESPAC Advisors SoCal, LLC	3	3	0.01%	0.02%	0.02%	Q3 2018	Q1 2019	3
DARRELL & KING LLC	3	3	0.04%	0.04%	0.04%	Q4 2015	Q2 2016	3
Cribstone Capital Management, LLC	3	3	0.02%	0.03%	0.04%	Q3 2018	Q1 2019	3
Kovitz Investment Group Partners, LLC	2	1	0.00%	0.00%	0.01%	Q2 2021	Q1 2022	3
HANSEATIC MANAGEMENT SERVICES INC	3	3	0.01%	0.01%	0.01%	Q2 2013	Q4 2013	3
KARLINSKI ANDREW C	3	3	0.00%	0.00%	0.00%	Q1 2022	Q3 2022	3
3EDGE Asset Management, LP	3	3	0.02%	0.04%	0.05%	Q3 2021	Q1 2022	3
CBIZ Investment Advisory Services, LLC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
Atom Investors LP	1	1	0.27%	1.39%	2.80%	Q3 2019	Q3 2020	3
ANCHOR CAPITAL ADVISORS LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
COWEN INC.	3	3	10.76%	12.50%	14.38%	Q1 2013	Q3 2013	3
Fulcrum Equity Management	2	1	0.18%	0.22%	0.28%	Q1 2021	Q1 2022	3
Vestmark Advisory Solutions, Inc.	1	1	0.02%	0.12%	0.18%	Q4 2021	Q4 2022	3
JOYN Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2018	Q4 2018	3
1776 Wealth LLC	3	3	0.10%	0.13%	0.16%	Q4 2019	Q2 2020	3
Allegiant Private Advisors, LLC	3	3	1.06%	1.19%	1.27%	Q4 2020	Q2 2021	3
Emery Howard Portfolio Management, Inc.	3	3	0.03%	0.03%	0.04%	Q1 2021	Q3 2021	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Salient Capital Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q3 2014	Q1 2015	3
GUARDIAN CAPITAL ADVISORS LP	3	3	0.04%	0.22%	0.38%	Q3 2022	Q1 2023	3
Claro Advisors LLC	3	3	0.21%	0.29%	0.46%	Q2 2022	Q4 2022	3
MIZUHO SECURITIES USA LLC	1	1	1.36%	3.11%	5.94%	Q4 2013	Q2 2021	3
PineBridge Investments, L.P.	3	3	0.16%	0.19%	0.21%	Q2 2014	Q4 2014	3
Divergent Planning, LLC	3	3	13.44%	13.52%	13.57%	Q1 2023	Q3 2023	3
NewEdge Wealth, LLC	1	1	0.01%	0.06%	0.10%	Q4 2021	Q3 2023	3
WFA of San Diego, LLC	1	1	0.03%	0.06%	0.11%	Q4 2020	Q4 2022	3
Advisor Resource Council	1	1	0.02%	0.03%	0.04%	Q2 2021	Q2 2022	3
Northwest Capital Management Inc	2	1	0.00%	0.08%	0.24%	Q4 2017	Q3 2023	3
Destiny Wealth Partners, LLC	2	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	3
FourThought Financial, LLC	3	3	0.02%	0.02%	0.02%	Q1 2022	Q3 2022	3
Bluefin Trading, LLC	2	1	0.04%	0.07%	0.12%	Q3 2014	Q4 2015	3
Executive Wealth Management, LLC	3	3	0.01%	0.04%	0.08%	Q4 2018	Q2 2019	3
Smith & Howard Wealth Management, LLC	3	3	0.02%	0.02%	0.02%	Q2 2013	Q4 2013	3
Alera Investment Advisors, LLC	2	1	0.04%	0.09%	0.16%	Q4 2018	Q4 2021	3
EPIQ PARTNERS, LLC	2	1	0.10%	0.11%	0.11%	Q2 2021	Q1 2022	3
MARINER INDEPENDENT ADVISOR NETWORK, LLC	3	3	1.04%	3.05%	4.06%	Q2 2014	Q4 2014	3
Capital Wealth Planning, LLC	1	1	0.01%	0.05%	0.12%	Q1 2014	Q4 2019	3
RiverTree Advisors, LLC	3	3	1.30%	2.49%	4.87%	Q2 2021	Q4 2021	3
Antonetti Capital Management LLC	3	3	0.21%	0.21%	0.22%	Q2 2013	Q4 2013	3
East Coast Asset Management, LLC.	3	3	0.04%	0.04%	0.04%	Q4 2012	Q2 2013	3
LANDAAS & CO /WI /ADV	2	1	0.03%	0.05%	0.11%	Q3 2017	Q2 2018	3
Focused Wealth Management, Inc	3	3	0.00%	0.01%	0.02%	Q2 2015	Q4 2015	3
BANK HAPOALIM BM	3	3	0.21%	1.00%	1.93%	Q4 2020	Q2 2021	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.06%	0.07%	0.07%	Q4 2017	Q3 2018	3
Sabal Trust CO	2	1	0.01%	0.03%	0.05%	Q4 2019	Q3 2023	3
Lifeworks Advisors, LLC	3	3	0.15%	0.18%	0.20%	Q1 2023	Q3 2023	3
Balentine LLC	3	3	0.00%	0.00%	0.00%	Q2 2017	Q4 2017	3
Edge Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2016	Q2 2017	3
Berman Capital Advisors, LLC	2	1	0.05%	0.08%	0.11%	Q4 2017	Q1 2019	3
Torch Wealth Management LLC	3	3	0.01%	0.01%	0.01%	Q4 2013	Q2 2014	3
Trust Asset Management LLC	3	3	2.72%	2.72%	2.72%	Q1 2014	Q3 2014	3
COHEN LAWRENCE B	2	1	0.09%	0.12%	0.13%	Q4 2021	Q2 2023	3
Andesa Financial Management Inc.	2	1	0.06%	0.23%	0.57%	Q4 2017	Q2 2021	3
BlueCrest Capital Management Ltd	2	1	0.11%	0.12%	0.14%	Q2 2016	Q4 2017	3
Ironsides Asset Advisors, LLC	3	3	0.38%	0.45%	0.54%	Q4 2015	Q2 2016	3
Raab & Moskowitz Asset Management LLC	1	1	0.00%	0.01%	0.01%	Q4 2014	Q4 2019	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Key FInancial Inc	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Trivant Custom Portfolio Group, LLC	3	3	0.17%	0.19%	0.20%	Q1 2023	Q3 2023	3
Parsec Financial Management, Inc.	2	1	0.02%	0.04%	0.06%	Q1 2015	Q3 2016	3
Fifth Third Wealth Advisors LLC	3	3	0.14%	0.20%	0.24%	Q2 2023	Q4 2023	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
Financial Gravity Companies, Inc.	2	1	6.93%	7.39%	7.78%	Q4 2017	Q4 2018	3
Strid Group, LLC	3	3	0.31%	0.37%	0.48%	Q4 2015	Q2 2016	3
Lee Financial Co	3	3	0.05%	0.06%	0.07%	Q4 2016	Q2 2017	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.77%	0.79%	0.82%	Q1 2023	Q3 2023	3
Pine Valley Investments Ltd Liability Co	3	3	0.08%	0.09%	0.09%	Q1 2023	Q3 2023	3
VANGUARD GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Ruggaard & Associates LLC	3	3	0.18%	0.18%	0.18%	Q1 2023	Q3 2023	3
EXCALIBUR MANAGEMENT CORP	2	1	0.22%	0.24%	0.26%	Q3 2013	Q3 2015	3
Midwest Financial Group LLC	3	3	2.70%	2.72%	2.75%	Q1 2023	Q3 2023	3
SpiderRock Advisors, LLC	1	1	0.00%	0.11%	0.31%	Q1 2017	Q1 2017	3
INGALLS & SNYDER LLC	3	3	0.02%	0.02%	0.02%	Q2 2016	Q4 2016	3
DIALECTIC CAPITAL MANAGEMENT, LP	3	3	1.71%	1.97%	2.28%	Q2 2016	Q4 2016	3
EPG Wealth Management LLC	2	1	0.07%	0.59%	1.02%	Q4 2019	Q1 2022	3
STATE OF WISCONSIN INVESTMENT BOARD	3	3	0.21%	0.22%	0.24%	Q2 2020	Q4 2020	3
Trellus Management Company, LLC	1	1	0.40%	12.32%	24.25%	Q2 2013	Q4 2020	2
Alpha DNA Investment Management LLC	2	2	0.06%	0.06%	0.07%	Q4 2020	Q1 2021	2
Princeton Global Asset Management LLC	2	2	0.32%	0.48%	0.64%	Q1 2020	Q2 2020	2
Outlook Wealth Advisors, LLC	2	2	1.16%	2.03%	2.91%	Q4 2018	Q1 2019	2
Signet Investment Advisory Group, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2020	2
Ellsworth Advisors, LLC	2	2	0.11%	0.12%	0.13%	Q1 2021	Q2 2021	2
RITTER DANIHER FINANCIAL ADVISORY LLC	1	1	0.10%	0.11%	0.12%	Q1 2021	Q4 2021	2
Greystone Financial Group, LLC	2	2	0.38%	0.85%	1.32%	Q4 2020	Q1 2021	2
PGIM Custom Harvest LLC	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
True Link Financial Advisors, LLC	2	2	0.05%	0.05%	0.05%	Q4 2020	Q1 2021	2
MinichMacGregor Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q2 2017	2
DUALITY ADVISERS, LP	1	1	0.10%	1.67%	3.24%	Q4 2018	Q4 2019	2
Grant Street Asset Management, Inc.	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
F3Logic, LLC	2	2	0.42%	0.58%	0.75%	Q1 2018	Q2 2018	2
Johnson Midwest Financial, LLC	2	2	15.50%	15.58%	15.67%	Q1 2021	Q2 2021	2
Alaska Wealth Advisors	2	2	0.07%	0.07%	0.08%	Q1 2020	Q2 2020	2
ONE PLUS ONE WEALTH MANAGEMENT, LLC	2	2	2.70%	2.93%	3.16%	Q4 2022	Q1 2023	2
Athanor Capital, LP	2	2	1.36%	1.53%	1.70%	Q2 2019	Q3 2019	2
Pallas Capital Advisors LLC	2	2	0.08%	0.11%	0.14%	Q3 2021	Q4 2021	2
LEO BROKERAGE, LLC	2	2	0.05%	0.06%	0.06%	Q1 2023	Q2 2023	2
TUCKER ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2022	2
Strategic Financial Concepts, LLC	2	2	0.08%	0.08%	0.09%	Q2 2023	Q3 2023	2
Claraphi Advisory Network, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q1 2020	2
Fulcrum Capital LLC	2	2	0.22%	1.21%	2.20%	Q3 2022	Q4 2022	2
Trilogy Capital Inc.	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
Herold Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2021	Q1 2022	2
Tanager Wealth Management LLP	2	2	0.09%	0.10%	0.10%	Q2 2023	Q3 2023	2
Slow Capital, Inc.	2	2	0.19%	0.20%	0.21%	Q2 2021	Q3 2021	2
Cordatus Wealth Management LLC	2	2	0.06%	0.07%	0.08%	Q4 2021	Q1 2022	2
MCIA Inc	2	2	0.01%	0.01%	0.01%	Q2 2017	Q3 2017	2
Israel Discount Bank of New York	2	2	0.01%	0.01%	0.01%	Q1 2017	Q2 2017	2
Ridgewood Investments LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Windsor Financial Group, LLC	2	2	0.10%	0.10%	0.10%	Q3 2016	Q4 2016	2
Arjuna Capital	1	1	0.10%	0.18%	0.26%	Q3 2021	Q3 2022	2
ACCESS FINANCIAL SERVICES, INC.	2	2	0.28%	0.29%	0.30%	Q2 2019	Q3 2019	2
Doyle Wealth Management	1	1	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	2
CAMDEN NATIONAL BANK	1	1	0.04%	0.04%	0.05%	Q4 2019	Q4 2021	2
Ullmann Wealth Partners Group, LLC	2	2	0.04%	0.04%	0.04%	Q1 2017	Q2 2017	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.18%	0.20%	0.22%	Q4 2021	Q1 2022	2
Perennial Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
First Bank & Trust	2	2	0.14%	0.14%	0.14%	Q3 2020	Q4 2020	2
Sandy Cove Advisors, LLC	2	2	0.11%	0.17%	0.24%	Q4 2021	Q1 2022	2
GREENUP STREET WEALTH MANAGEMENT LLC	2	2	0.12%	0.17%	0.22%	Q4 2021	Q1 2022	2
American Financial Network Advisory Services LLC	2	2	0.01%	0.04%	0.08%	Q3 2017	Q4 2017	2
Blackston Financial Advisory Group, LLC	1	1	0.15%	0.19%	0.23%	Q1 2022	Q3 2022	2
PURSUE WEALTH PARTNERS LLC	2	2	0.08%	0.08%	0.08%	Q4 2021	Q1 2022	2
TUDOR INVESTMENT CORP ET AL	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Schonfeld Strategic Advisors LLC	1	1	0.01%	0.42%	0.82%	Q4 2017	Q3 2023	2
Security Financial Services, INC.	2	2	0.10%	0.15%	0.20%	Q4 2021	Q1 2022	2
FSC Wealth Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Fortitude Advisory Group L.L.C.	2	2	0.07%	0.09%	0.10%	Q4 2021	Q1 2022	2
MISSION WEALTH MANAGEMENT, LP	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Otter Creek Advisors, LLC	2	2	2.81%	3.12%	3.44%	Q3 2019	Q4 2019	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.03%	0.03%	0.03%	Q4 2014	Q1 2015	2
AMG Funds LLC	1	1	0.43%	0.57%	0.70%	Q4 2017	Q4 2018	2
Donald L. Hagan, LLC	2	2	0.39%	0.52%	0.65%	Q1 2016	Q2 2016	2
RETIREMENT DESIGN & MANAGEMENT INC /ADV	2	2	1.02%	1.16%	1.30%	Q4 2015	Q1 2016	2
True North Advisors, LLC	2	2	0.55%	0.59%	0.63%	Q1 2020	Q2 2020	2
MGO Private Wealth, LLC	2	2	0.12%	0.16%	0.20%	Q3 2022	Q4 2022	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.05%	0.05%	0.06%	Q2 2023	Q3 2023	2
Price Capital Management, Inc.	1	1	0.06%	0.11%	0.16%	Q4 2017	Q2 2018	2
Fortis Capital Advisors, LLC	2	2	0.04%	0.06%	0.08%	Q4 2022	Q1 2023	2
Farmers National Bank	2	2	0.02%	0.02%	0.02%	Q1 2019	Q2 2019	2
SENTINEL ASSET MANAGEMENT, INC.	2	2	0.35%	0.35%	0.36%	Q2 2017	Q3 2017	2
NORRIS PERNE & FRENCH LLP/MI	2	2	0.05%	0.05%	0.05%	Q2 2015	Q3 2015	2
CAPE ANN SAVINGS BANK	2	2	0.18%	0.19%	0.20%	Q2 2023	Q3 2023	2
SSI INVESTMENT MANAGEMENT LLC	2	2	0.05%	0.16%	0.28%	Q1 2015	Q2 2015	2
Financial Partners Group, LLC	2	2	0.10%	0.12%	0.15%	Q2 2023	Q3 2023	2
WADDELL & REED FINANCIAL INC	2	2	0.02%	0.02%	0.02%	Q4 2015	Q1 2016	2
GREAT WEST LIFE ASSURANCE CO /CAN/	2	2	0.04%	0.06%	0.07%	Q2 2013	Q3 2013	2
SMITH SHELLNUT WILSON LLC /ADV	2	2	0.23%	0.23%	0.23%	Q3 2018	Q4 2018	2
MITCHELL MCLEOD PUGH & WILLIAMS INC	2	2	0.12%	0.12%	0.12%	Q2 2023	Q3 2023	2
Gateway Wealth Partners, LLC	2	2	0.04%	0.04%	0.04%	Q4 2022	Q1 2023	2
Milestone Investment Advisors LLC	2	2	0.04%	0.05%	0.05%	Q4 2022	Q1 2023	2
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	1	1	0.01%	0.23%	0.46%	Q4 2015	Q3 2018	2
ORG Partners LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.06%	0.09%	0.12%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	2.02%	2.06%	2.11%	Q2 2023	Q3 2023	2
UNITED SERVICES AUTOMOBILE ASSOCIATION	2	2	0.01%	0.02%	0.02%	Q2 2013	Q3 2013	2
CIDEL ASSET MANAGEMENT INC	2	2	0.04%	0.05%	0.05%	Q1 2015	Q2 2015	2
Point72 Asset Management, L.P.	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
Three Peaks Capital Management, LLC	2	2	0.06%	0.06%	0.06%	Q2 2018	Q3 2018	2
Paradigm Financial Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q4 2013	Q1 2014	2
Verity Asset Management, Inc.	1	1	0.23%	0.46%	0.69%	Q1 2017	Q4 2020	2
Empowered Funds, LLC	1	1	0.44%	0.49%	0.54%	Q2 2021	Q2 2022	2
Osborn Williams & Donohoe LLC	2	2	0.03%	0.03%	0.03%	Q1 2019	Q2 2019	2
Headlands Technologies LLC	1	1	0.07%	0.14%	0.22%	Q4 2022	Q3 2023	2
SADOFF INVESTMENT MANAGEMENT LLC	2	2	0.02%	0.02%	0.02%	Q4 2016	Q1 2017	2
Spectrum Financial Alliance Ltd LLC	2	2	0.01%	0.01%	0.01%	Q3 2018	Q4 2018	2
Zimmer Partners, LP	2	2	0.07%	0.22%	0.36%	Q1 2020	Q2 2020	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Carnick & Kubik, LLC	2	2	1.43%	1.51%	1.58%	Q4 2013	Q1 2014	2
Column Capital Advisors, LLC	2	2	0.00%	0.04%	0.07%	Q4 2019	Q1 2020	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.01%	0.01%	0.02%	Q2 2013	Q3 2013	2
Kistler-Tiffany Companies, LLC	1	1	0.00%	0.06%	0.12%	Q4 2022	Q2 2023	2
DT Investment Partners, LLC	2	2	0.06%	0.06%	0.06%	Q2 2023	Q3 2023	2
Gerstein Fisher	2	2	0.04%	0.07%	0.11%	Q3 2013	Q4 2013	2
AFT, FORSYTH & COMPANY, INC.	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
West Coast Financial LLC	2	2	0.14%	0.17%	0.20%	Q4 2018	Q1 2019	2
Ulysses Management LLC	2	2	0.92%	3.87%	6.83%	Q3 2022	Q4 2022	2
SYM FINANCIAL Corp	1	1	0.05%	0.28%	0.51%	Q3 2018	Q3 2023	2
ArchPoint Investors	2	2	0.61%	0.66%	0.71%	Q1 2017	Q2 2017	2
ADVANCE CAPITAL I INC	2	2	0.90%	1.46%	2.02%	Q1 2016	Q2 2016	2
MARSHALL & SULLIVAN INC /WA/	1	1	0.03%	0.03%	0.03%	Q2 2022	Q4 2022	2
Biondo Investment Advisors, LLC	2	2	0.05%	0.05%	0.05%	Q3 2019	Q4 2019	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.18%	0.19%	0.19%	Q2 2013	Q3 2013	2
CAPSTONE INVESTMENT ADVISORS, LLC	2	2	0.00%	0.00%	0.01%	Q3 2022	Q4 2022	2
XML SECURITIES, LLC	2	2	1.37%	1.43%	1.48%	Q4 2017	Q1 2018	2
BBVA USA	2	2	0.11%	0.11%	0.11%	Q2 2021	Q3 2021	2
STRATEGIC INVESTMENT MANAGEMENT, LLC	1	1	0.05%	0.11%	0.17%	Q4 2015	Q4 2016	2
J. Goldman & Co LP	1	1	0.04%	0.06%	0.08%	Q4 2022	Q2 2023	2
LEVEL FOUR FINANCIAL, LLC	2	2	0.12%	0.12%	0.13%	Q4 2020	Q1 2021	2
Pinnacle Holdings, LLC	1	1	0.09%	0.12%	0.15%	Q3 2014	Q1 2015	2
FNY Managed Accounts LLC	2	2	0.03%	0.07%	0.11%	Q1 2015	Q2 2015	2
Employees Retirement System of Texas	2	2	0.29%	0.51%	0.74%	Q2 2023	Q3 2023	2
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	2	2	0.01%	0.01%	0.01%	Q1 2015	Q2 2015	2
Keel Point, LLC	2	2	0.04%	0.04%	0.04%	Q3 2022	Q4 2022	2
Aston Asset Management, LLC	1	1	0.16%	0.18%	0.19%	Q4 2014	Q4 2015	2
Financial Sense Advisors, Inc.	1	1	0.25%	1.49%	2.72%	Q1 2018	Q1 2022	2
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC	1	1	1.90%	2.00%	2.10%	Q3 2017	Q3 2017	2
GODSEY & GIBB, INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Jane Street Holding, LLC	2	2	0.01%	0.30%	0.59%	Q2 2013	Q3 2013	2
Graham Capital Management, L.P.	2	2	0.31%	0.36%	0.41%	Q1 2014	Q2 2014	2
WELLINGTON MANAGEMENT GROUP LLP	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
WHITEBOX ADVISORS LLC	2	2	0.03%	0.06%	0.09%	Q3 2014	Q4 2014	2
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	2	2	0.16%	0.17%	0.18%	Q1 2021	Q2 2021	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	2
Sentinus, LLC	2	2	0.23%	0.29%	0.36%	Q1 2023	Q2 2023	2
Aspen Grove Capital, LLC	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
Cornerstone Planning Group LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Wealth Quarterback LLC	2	2	0.02%	0.03%	0.03%	Q4 2019	Q1 2020	2
WJ Wealth Management, LLC	1	1	0.16%	0.67%	1.19%	Q4 2019	Q2 2020	2
Perennial Investment Advisors, LLC	2	2	0.19%	0.24%	0.30%	Q4 2019	Q1 2020	2
VERUS CAPITAL PARTNERS, LLC	2	2	0.00%	0.01%	0.01%	Q4 2019	Q1 2020	2
Kathmere Capital Management, LLC	2	2	0.01%	0.01%	0.01%	Q3 2020	Q4 2020	2
Charles Schwab Trust Co	2	2	0.09%	0.09%	0.10%	Q3 2022	Q4 2022	2
WESTWOOD HOLDINGS GROUP INC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2017	2
Ameraudi Asset Management, Inc.	2	2	0.78%	1.13%	1.47%	Q4 2019	Q1 2020	2
Y-Intercept (Hong Kong) Ltd	1	1	0.06%	0.09%	0.12%	Q3 2022	Q3 2023	2
Authentikos Wealth Advisory, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
CHECK CAPITAL MANAGEMENT INC/CA	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
Masso Torrence Wealth Management Inc.	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
Karp Capital Management Corp	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Black Swift Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
SANDLER CAPITAL MANAGEMENT	1	1	0.96%	0.96%	0.96%	Q3 2018	Q3 2018	1
STEVENS CAPITAL MANAGEMENT LP	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
PCA Investment Advisory Services Inc.	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
GENWORTH FINANCIAL INC	1	1	0.16%	0.16%	0.16%	Q2 2013	Q2 2013	1
Wealth Advisors of Tampa Bay, LLC	1	1	0.14%	0.14%	0.14%	Q4 2017	Q4 2017	1
Andrew Hill Investment Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Close Asset Management Ltd	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Sightline Wealth Advisors, LLC	1	1	0.23%	0.23%	0.23%	Q2 2021	Q2 2021	1
Corsair Capital Management	1	1	0.92%	0.92%	0.92%	Q4 2019	Q4 2019	1
SUMITOMO MITSUI FINANCIAL GROUP, INC.	1	1	16.96%	16.96%	16.96%	Q1 2018	Q1 2018	1
Rockwood Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Bell Rock Capital LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
CLOVIS CAPITAL MANAGEMENT LP	1	1	29.86%	29.86%	29.86%	Q4 2015	Q4 2015	1
Key Bridge Compliance, LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
NORDEN GROUP LLC	1	1	0.66%	0.66%	0.66%	Q3 2023	Q3 2023	1
LONDON CO OF VIRGINIA	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Farther Finance Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
FinTrust Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
BB&T INVESTMENT SERVICES, INC.	1	1	0.14%	0.14%	0.14%	Q1 2017	Q1 2017	1
STUDIO INVESTMENT MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
United Community Bank	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
GUNN & Co INVESTMENT MANAGEMENT, INC.	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Allen Mooney & Barnes Investment Advisors LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Compagnie Lombard Odier SCmA	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
VISTA FINANCE, LLC	1	1	0.95%	0.95%	0.95%	Q4 2021	Q4 2021	1
NorthCrest Asset Manangement, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Grassi Investment Management	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	0.81%	0.81%	0.81%	Q1 2015	Q1 2015	1
QVR LLC	1	1	0.10%	0.10%	0.10%	Q4 2017	Q4 2017	1
ACCURATE INVESTMENT SOLUTIONS, INC.	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
DOW CHEMICAL CO /DE/	1	1	53.19%	53.19%	53.19%	Q4 2020	Q4 2020	1
MOULTON WEALTH MANAGEMENT, INC	1	1	0.68%	0.68%	0.68%	Q1 2021	Q1 2021	1
Wealthstar Advisors, LLC	1	1	0.67%	0.67%	0.67%	Q2 2021	Q2 2021	1
Covenant Multifamily Offices, LLC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
Bouchey Financial Group Ltd	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Spearhead Capital Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
Advisors Preferred, LLC	1	1	0.89%	0.89%	0.89%	Q1 2014	Q1 2014	1
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC	1	1	1.84%	1.84%	1.84%	Q1 2014	Q1 2014	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
LEUTHOLD GROUP, LLC	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
Delpha Capital Management, LLC	1	1	1.05%	1.05%	1.05%	Q4 2017	Q4 2017	1
Detwiler Fenton Investment Management LLC	1	1	0.50%	0.50%	0.50%	Q1 2010	Q1 2010	1
BLUE ARROW CAPITAL MANAGEMENT LLC	1	1	2.05%	2.05%	2.05%	Q3 2015	Q3 2015	1
McElhenny Sheffield Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
CMT TRADING LLC	1	1	0.90%	0.90%	0.90%	Q2 2015	Q2 2015	1
Shilanski & Associates, Inc.	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
Accurate Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Columbia Asset Management	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
RELIANCE TRUST CO OF DELAWARE	1	1	0.04%	0.04%	0.04%	Q4 2015	Q4 2015	1
HIGHLAND CAPITAL MANAGEMENT LP	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
Hefren-Tillotson, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Walleye Capital LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Aaron Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Advocacy Wealth Management Services, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Mirae Asset Global Investments Co., Ltd.	1	1	0.07%	0.07%	0.07%	Q4 2019	Q4 2019	1
J Arnold Wealth Management Co	1	1	0.19%	0.19%	0.19%	Q4 2022	Q4 2022	1
CFS, LLC	1	1	0.29%	0.29%	0.29%	Q1 2014	Q1 2014	1
Corbenic Partners LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
BW Gestao de Investimentos Ltda.	1	1	1.41%	1.41%	1.41%	Q3 2022	Q3 2022	1
Financial Management Professionals, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Sensible Financial Planning & Management, LLC.	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
Level Financial Advisors	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Venture Visionary Partners LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Fortis Group Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q3 2020	Q3 2020	1
FNY Partners Fund LP	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
Forty4 Asset Management LLC	1	1	1.69%	1.69%	1.69%	Q2 2013	Q2 2013	1
Scarborough Advisors, LLC	1	1	1.22%	1.22%	1.22%	Q3 2023	Q3 2023	1
Shamrock Asset Management LLC	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
Northstar Advisory Group, LLC	1	1	1.18%	1.18%	1.18%	Q4 2022	Q4 2022	1
BLUE SQUARE ASSET MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Filament LLC	1	1	0.07%	0.07%	0.07%	Q3 2018	Q3 2018	1
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC	1	1	1.83%	1.83%	1.83%	Q2 2015	Q2 2015	1
Glovista Investments LLC	1	1	1.39%	1.39%	1.39%	Q4 2016	Q4 2016	1
Segantii Capital Management Ltd	1	1	0.74%	0.74%	0.74%	Q2 2018	Q2 2018	1
Dynasty Wealth Management, LLC	1	1	1.02%	1.02%	1.02%	Q4 2017	Q4 2017	1
Blueshift Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Retirement Planning Co of New England, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
Portfolio Solutions, LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Madden Advisory Services, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
RUSSELL FRANK CO/	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
Southern Wealth Management, LLP	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
NEXT Financial Holdings	1	1	0.06%	0.06%	0.06%	Q1 2019	Q1 2019	1
Triangle Securities Wealth Management	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
Nokomis Capital, L.L.C.	1	1	0.62%	0.62%	0.62%	Q1 2014	Q1 2014	1
Family Management Corp	1	1	0.06%	0.06%	0.06%	Q3 2019	Q3 2019	1
MIRABELLA FINANCIAL SERVICES LLP	1	1	0.25%	0.25%	0.25%	Q1 2021	Q1 2021	1
NORTHWESTERN MUTUAL LIFE INSURANCE CO	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Centennial Wealth Advisory LLC	1	1	1.14%	1.14%	1.14%	Q4 2020	Q4 2020	1
Mader & Shannon Wealth Management, Inc.	1	1	0.20%	0.20%	0.20%	Q3 2016	Q3 2016	1
Allianz Asset Management GmbH	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Leonard Capital Management, Inc.	1	1	25.62%	25.62%	25.62%	Q1 2016	Q1 2016	1
Ground Swell Capital, LLC	1	1	1.03%	1.03%	1.03%	Q3 2022	Q3 2022	1
CMT Asset Management Ltd	1	1	0.15%	0.15%	0.15%	Q4 2012	Q4 2012	1
Genus Capital Management Inc.	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Sanctuary Wealth Management, L.L.C.	1	1	4.18%	4.18%	4.18%	Q1 2022	Q1 2022	1
XR Securities LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Ford Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Covalent Partners LLC	1	1	0.05%	0.05%	0.05%	Q4 2013	Q4 2013	1
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	1	1	0.29%	0.29%	0.29%	Q1 2020	Q1 2020	1
Davidson Capital Management Inc.	1	1	5.27%	5.27%	5.27%	Q4 2019	Q4 2019	1
SWISS RE LTD	1	1	0.20%	0.20%	0.20%	Q2 2015	Q2 2015	1
Financial Advantage, Inc.	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
Waterloo Capital, L.P.	1	1	0.64%	0.64%	0.64%	Q1 2023	Q1 2023	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.21%	0.21%	0.21%	Q4 2017	Q4 2017	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
WealthOne, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Meridian Wealth Partners, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Goepper Burkhardt LLC	1	1	0.24%	0.24%	0.24%	Q4 2020	Q4 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	2.30%	2.30%	2.30%	Q1 2017	Q1 2017	1
AVALON CAPITAL MANAGEMENT	1	1	0.45%	0.45%	0.45%	Q2 2013	Q2 2013	1
Guardian Wealth Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q1 2021	Q1 2021	1
BRIGHT ROCK CAPITAL MANAGEMENT, LLC	1	1	0.52%	0.52%	0.52%	Q4 2014	Q4 2014	1
STERLING INVESTMENT MANAGEMENT, LLC	1	1	0.24%	0.24%	0.24%	Q4 2017	Q4 2017	1
Barrington Wilshire, LLC	1	1	30.41%	30.41%	30.41%	Q2 2013	Q2 2013	1
GPS Wealth Strategies Group, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
EAGLE ASSET MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
ArrowMark Colorado Holdings LLC	1	1	0.39%	0.39%	0.39%	Q2 2017	Q2 2017	1
NBC SECURITIES, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
EMERGING SOVEREIGN GROUP LLC	1	1	0.22%	0.22%	0.22%	Q3 2013	Q3 2013	1
Total Clarity Wealth Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
DRW Securities, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
AMERICAFIRST CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Avidian Wealth Solutions, LLC	1	1	5.74%	5.74%	5.74%	Q2 2015	Q2 2015	1
Manatuck Hill Partners, LLC	1	1	3.12%	3.12%	3.12%	Q4 2022	Q4 2022	1
West Branch Capital LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
TELEMUS BEACON INVESTMENT Co LLC	1	1	0.63%	0.63%	0.63%	Q2 2013	Q2 2013	1
Ipswich Investment Management Co., Inc.	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Concentrum Wealth Management	1	1	0.20%	0.20%	0.20%	Q3 2022	Q3 2022	1
Curi Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Greenwich Investment Management, Inc.	1	1	0.22%	0.22%	0.22%	Q1 2017	Q1 2017	1
FIRST NATIONAL CORP /MA/ /ADV	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Thrive Wealth Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
HARVEST VOLATILITY MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
CGN Advisors LLC	1	1	0.05%	0.05%	0.05%	Q4 2023	Q4 2023	1
Calamos Wealth Management LLC	1	1	0.14%	0.14%	0.14%	Q1 2022	Q1 2022	1
Center for Financial Planning, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
GETCO Holding Company, LLC	1	1	0.45%	0.45%	0.45%	Q2 2013	Q2 2013	1
Principle Wealth Partners LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Lee Capital Holdings LLC	1	1	0.42%	0.42%	0.42%	Q4 2020	Q4 2020	1
OLD MISSION CAPITAL, LLC	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
Efficient Market Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
Freedman Financial Associates, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
TRANSCEND CAPITAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Greenhouse Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
FURE FINANCIAL CORP	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
Watchman Group, Inc.	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
Adams Wealth Management	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Sonora Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
MACQUARIE GROUP LTD	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
LITTLE HOUSE CAPITAL LLC	1	1	0.05%	0.05%	0.05%	Q1 2019	Q1 2019	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
Clarfeld Financial Advisors, LLC	1	1	0.46%	0.46%	0.46%	Q4 2018	Q4 2018	1
Grandview Asset Management LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
MASTRAPASQUA ASSET MANAGEMENT INC	1	1	0.26%	0.26%	0.26%	Q4 2015	Q4 2015	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
MidWestOne Financial Group, Inc.	1	1	0.07%	0.07%	0.07%	Q2 2019	Q2 2019	1
Interchange Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
CHIRON CAPITAL MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
qPULA Trading Management LP	1	1	0.45%	0.45%	0.45%	Q4 2020	Q4 2020	1
CAPITAL ADVISORS INC/OK	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
DELTA ASSET MANAGEMENT LLC/TN	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
VisionPoint Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
TradeLink Global Equity LLC	1	1	0.14%	0.14%	0.14%	Q3 2014	Q3 2014	1
MBE Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2020	Q1 2020	1
SOCIETE GENERALE	1	1	1.78%	1.78%	1.78%	Q2 2016	Q2 2016	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
VAN ECK ASSOCIATES CORP	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Crown Wealth Group, LLC	1	1	0.69%	0.69%	0.69%	Q4 2021	Q4 2021	1
HNP Capital LLC	1	1	0.26%	0.26%	0.26%	Q1 2020	Q1 2020	1
CFS Investment Advisory Services, LLC	1	1	2.42%	2.42%	2.42%	Q2 2021	Q2 2021	1
Westchester Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Telemus Investment Management, LLC	1	1	0.28%	0.28%	0.28%	Q2 2013	Q2 2013	1
Madison Scottsdale, LC	1	1	0.68%	0.68%	0.68%	Q2 2013	Q2 2013	1
RMF GP, LLC	1	1	0.12%	0.12%	0.12%	Q3 2013	Q3 2013	1
ARGENT TRUST COMPANY, N.A.	1	1	0.26%	0.26%	0.26%	Q2 2014	Q2 2014	1
Gerber Kawasaki Wealth & Investment Management	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Adams Asset Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q2 2015	Q2 2015	1
Axiom Financial Strategies, LLC	1	1	0.28%	0.28%	0.28%	Q1 2020	Q1 2020	1
Doman Group, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
TRUE Private Wealth Advisors	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Zurich Insurance Group Ltd/FI	1	1	0.05%	0.05%	0.05%	Q4 2016	Q4 2016	1
Glassy Mountain Advisors, Inc.	1	1	3.61%	3.61%	3.61%	Q1 2023	Q1 2023	1
Quent Capital, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Darwin Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
Freestate Advisors LLC	1	1	6.21%	6.21%	6.21%	Q2 2019	Q2 2019	1
Berkeley Capital Partners, LLC	1	1	0.25%	0.25%	0.25%	Q4 2015	Q4 2015	1
HARTFORD INVESTMENT MANAGEMENT CO	1	1	0.94%	0.94%	0.94%	Q2 2015	Q2 2015	1
My Personal CFO, LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Intrinsic Edge Capital Management LLC	1	1	2.54%	2.54%	2.54%	Q4 2018	Q4 2018	1
Reby Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
First PREMIER Bank	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Stuart Chaussee & Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
FFT WEALTH MANAGEMENT LLC	1	1	0.14%	0.14%	0.14%	Q4 2018	Q4 2018	1
Safeguard Financial, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Permit Capital Advisors, LLC	1	1	0.58%	0.58%	0.58%	Q1 2022	Q1 2022	1
Arcus Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
WESTPORT RESOURCES MANAGEMENT INC	1	1	1.15%	1.15%	1.15%	Q3 2016	Q3 2016	1
Empirical Asset Management, LLC	1	1	0.21%	0.21%	0.21%	Q4 2021	Q4 2021	1
Prostatis Group LLC	1	1	2.79%	2.79%	2.79%	Q4 2019	Q4 2019	1
Moisand Fitzgerald Tamayo, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
SELECT EQUITY GROUP INC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Goodman Financial Corp	1	1	0.06%	0.06%	0.06%	Q4 2017	Q4 2017	1
Aureus Asset Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Confluence Wealth Services, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Nicholas Hoffman & Company, LLC.	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
1 NORTH WEALTH SERVICES LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Visium Asset Management, LP	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
Pointe Capital Management LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Northwest Bank & Trust Co	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
ARGENT CAPITAL MANAGEMENT LLC	1	1	0.28%	0.28%	0.28%	Q2 2022	Q2 2022	1
Heritage Financial Services, LLC	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
FREEDOM WEALTH ALLIANCE, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
HEADINVEST, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Hobart Private Capital, LLC	1	1	0.72%	0.72%	0.72%	Q3 2023	Q3 2023	1
Man Group plc	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
First Capital Advisors Group, LLC.	1	1	0.07%	0.07%	0.07%	Q1 2018	Q1 2018	1
ICA Group Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Operose Advisors LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
IBEX WEALTH ADVISORS	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Jacobi Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
RIVERBRIDGE PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Clearview Wealth Advisors LLC	1	1	0.89%	0.89%	0.89%	Q3 2023	Q3 2023	1
Centric Wealth Management	1	1	0.49%	0.49%	0.49%	Q4 2021	Q4 2021	1
Founders Financial Alliance, LLC	1	1	0.08%	0.08%	0.08%	Q3 2020	Q3 2020	1
DRIVE WEALTH MANAGEMENT, LLC	1	1	1.18%	1.18%	1.18%	Q4 2021	Q4 2021	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
SECURITY NATIONAL BANK OF SO DAK	1	1	0.36%	0.36%	0.36%	Q4 2014	Q4 2014	1
EDMOND DE ROTHSCHILD (MONACO)	1	1	0.29%	0.29%	0.29%	Q3 2016	Q3 2016	1
Aris Wealth Services, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
BANK OF NOVA SCOTIA TRUST CO	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
NWI MANAGEMENT LP	1	1	0.42%	0.42%	0.42%	Q2 2016	Q2 2016	1
MCDONALD PARTNERS LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
MARINO, STRAM & ASSOCIATES LLC	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
Maven Securities LTD	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CHEMICAL BANK	1	1	0.11%	0.11%	0.11%	Q3 2013	Q3 2013	1
RB Capital Management, LLC	1	1	0.21%	0.21%	0.21%	Q2 2019	Q2 2019	1
PIN OAK INVESTMENT ADVISORS INC	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
Sterling Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
YorkBridge Wealth Partners, LLC	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
COBIZ WEALTH, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
ADVISOR CONSULTANT NETWORK INC	1	1	1.07%	1.07%	1.07%	Q3 2016	Q3 2016	1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
BEL AIR INVESTMENT ADVISORS LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Scissortail Wealth Management, LLC	1	1	0.12%	0.12%	0.12%	Q4 2022	Q4 2022	1
PARK AVENUE SECURITIES LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
GIRARD PARTNERS LTD.	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Nachman Norwood & Parrott, Inc	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
FORBES J M & CO LLP	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
CORNERCAP INVESTMENT COUNSEL INC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Widmann Financial Services, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
CLEARY GULL INC.	1	1	1.18%	1.18%	1.18%	Q1 2015	Q1 2015	1
Flaharty Asset Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Belvedere Advisors LLC	1	1	0.52%	0.52%	0.52%	Q1 2019	Q1 2019	1
KNIGHT CAPITAL GROUP LLC	1	1	0.12%	0.12%	0.12%	Q2 2013	Q2 2013	1
Guild Investment Management, Inc.	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
TD ASSET MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Calamos Advisors LLC	1	1	0.07%	0.07%	0.07%	Q4 2014	Q4 2014	1
Pinnacle Wealth Advisors	1	1	0.48%	0.48%	0.48%	Q2 2021	Q2 2021	1
Watson Rebecca	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
Cassady Schiller Wealth Management, LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Taylor Frigon Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
P SCHOENFELD ASSET MANAGEMENT LP	1	1	1.09%	1.09%	1.09%	Q4 2015	Q4 2015	1
COOLIDGE FRANCIS L	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
New World Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.13%	0.13%	0.13%	Q1 2022	Q1 2022	1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	1	1	0.12%	0.12%	0.12%	Q2 2015	Q2 2015	1
MAPLE SECURITIES USA INC	1	1	0.04%	0.04%	0.04%	Q3 2014	Q3 2014	1

External links

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

This page lists all the filers that currently own SPDR S&P MIDCAP 400 ETF TR or have owned SPDR S&P MIDCAP 400 ETF TR in the past.