• SCHB shareholders
• Shareholder history

Current and past SCHWAB STRATEGIC TR shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	109
Cutler Group LLC / CA	20	1	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	58
Tortoise Investment Management, LLC	44	44	0.02%	0.13%	0.46%	Q4 2012	Q3 2023	44
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.09%	0.74%	1.57%	Q1 2013	Q3 2023	43
Destination Wealth Management	43	43	0.08%	1.35%	6.99%	Q1 2013	Q3 2023	43
Evensky & Katz LLC	42	42	0.19%	18.08%	30.70%	Q2 2013	Q3 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	0.05%	1.01%	2.44%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
HIGHLAND CAPITAL MANAGEMENT, LLC	42	42	0.08%	0.16%	0.22%	Q2 2013	Q3 2023	42
Apriem Advisors	42	42	0.44%	2.30%	10.11%	Q2 2013	Q3 2023	42
Madden Advisory Services, Inc.	42	42	2.33%	7.71%	19.10%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.11%	0.14%	0.18%	Q2 2013	Q3 2023	42
NORTH STAR ASSET MANAGEMENT INC	42	42	0.30%	1.95%	2.94%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.65%	3.98%	5.88%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
Gateway Advisory, LLC	42	42	0.21%	2.51%	7.73%	Q2 2013	Q3 2023	42
HT Partners LLC	42	42	8.46%	33.39%	48.04%	Q2 2013	Q3 2023	42
PLANNING ALTERNATIVES LTD /ADV	42	42	0.66%	9.02%	36.32%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.00%	11.72%	19.52%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.04%	0.08%	0.09%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.00%	0.06%	0.10%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	10.20%	17.18%	25.89%	Q2 2013	Q3 2023	42
Buckingham Capital Management, Inc.	42	42	1.30%	2.42%	4.01%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.13%	0.52%	3.04%	Q2 2013	Q3 2023	42
Newman Dignan & Sheerar, Inc.	42	42	0.01%	0.21%	0.33%	Q2 2013	Q3 2023	42
MAIRS & POWER INC	42	42	0.03%	0.04%	0.05%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.15%	0.42%	0.62%	Q2 2013	Q4 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.04%	0.08%	0.15%	Q2 2013	Q3 2023	42
Roundview Capital LLC	42	42	0.14%	0.98%	1.59%	Q2 2013	Q3 2023	42
Carlton Hofferkamp & Jenks Wealth Management, LLC	42	42	4.43%	7.47%	9.66%	Q2 2013	Q3 2023	42
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
TCI Wealth Advisors, Inc.	41	41	0.00%	0.07%	0.18%	Q1 2013	Q1 2023	41
Strategic Advisors LLC	41	41	0.81%	4.96%	8.11%	Q3 2013	Q3 2023	41
JMG Financial Group, Ltd.	41	41	0.09%	0.39%	0.68%	Q3 2013	Q3 2023	41
SIGMA INVESTMENT COUNSELORS INC	41	41	0.05%	0.11%	0.20%	Q3 2013	Q3 2023	41
WBH ADVISORY INC	38	3	0.35%	2.45%	4.31%	Q2 2013	Q3 2023	41
Savant Capital, LLC	41	41	0.14%	0.67%	1.23%	Q3 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	41
Citadel Advisors	14	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2023	41
BCWM, LLC	21	20	0.66%	0.93%	1.50%	Q2 2013	Q3 2023	41
Financial Management Professionals, Inc.	41	41	0.00%	1.29%	8.10%	Q3 2013	Q3 2023	41
Creative Planning	40	40	0.00%	0.03%	0.12%	Q4 2013	Q3 2023	40
PNC FINANCIAL SERVICES GROUP, INC.	40	40	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	40
Bouchey Financial Group Ltd	40	40	1.66%	9.34%	15.50%	Q4 2013	Q3 2023	40
Annex Advisory Services, LLC	24	16	0.02%	0.15%	0.34%	Q2 2013	Q3 2023	40
Curbstone Financial Management Corp	40	40	0.84%	1.22%	1.69%	Q1 2014	Q4 2023	40
MCF Advisors LLC	33	7	0.00%	0.11%	0.46%	Q3 2013	Q3 2023	40
IMA Wealth, Inc.	40	40	0.12%	2.75%	5.00%	Q4 2013	Q3 2023	40
VISTA CAPITAL PARTNERS, INC.	40	40	0.07%	0.47%	1.48%	Q4 2013	Q3 2023	40
L. Roy Papp & Associates, LLP	24	1	0.09%	0.32%	0.63%	Q2 2013	Q3 2023	40
ROYAL BANK OF CANADA	37	3	0.00%	0.01%	0.03%	Q3 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.01%	0.01%	0.04%	Q4 2013	Q3 2023	40
ProVise Management Group, LLC	39	1	0.06%	0.30%	0.71%	Q2 2013	Q3 2023	40
Ifrah Financial Services, Inc.	40	40	0.12%	0.18%	0.35%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	0.04%	0.22%	0.44%	Q4 2013	Q3 2023	40
Vigilant Capital Management, LLC	30	10	0.04%	0.23%	1.02%	Q2 2013	Q2 2023	40
NAPLES GLOBAL ADVISORS, LLC	40	40	0.34%	0.46%	0.61%	Q4 2013	Q3 2023	40
HENGEHOLD CAPITAL MANAGEMENT LLC	40	40	1.32%	8.36%	19.42%	Q4 2013	Q3 2023	40
Gemmer Asset Management LLC	39	39	0.19%	2.96%	5.73%	Q1 2014	Q3 2023	39
BSW Wealth Partners	39	39	0.19%	0.42%	0.76%	Q1 2014	Q3 2023	39
PINNACLE ASSOCIATES LTD	39	39	0.00%	0.02%	0.03%	Q1 2014	Q3 2023	39
One Capital Management, LLC	39	39	0.01%	0.08%	0.15%	Q1 2014	Q3 2023	39
Quantum Capital Management, LLC / NJ	39	39	0.00%	0.06%	0.11%	Q1 2014	Q3 2023	39
NOVARE CAPITAL MANAGEMENT LLC	38	1	0.07%	0.21%	0.32%	Q2 2013	Q3 2023	39
AMERIPRISE FINANCIAL INC	38	1	0.00%	0.00%	0.03%	Q3 2013	Q3 2023	39
Capstone Financial Advisors, Inc.	39	39	0.13%	0.27%	0.54%	Q1 2014	Q3 2023	39
Callahan Advisors, LLC	32	7	0.07%	0.11%	0.15%	Q4 2013	Q3 2023	39
FAGAN ASSOCIATES, INC.	39	39	0.98%	1.66%	2.66%	Q1 2014	Q3 2023	39
JFS WEALTH ADVISORS, LLC	38	38	0.02%	0.60%	1.29%	Q2 2014	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.00%	0.01%	Q2 2013	Q3 2022	38
FAS Wealth Partners, Inc.	38	38	0.13%	2.02%	14.02%	Q2 2014	Q3 2023	38
American Research & Management Co.	38	38	0.00%	0.06%	0.11%	Q2 2013	Q3 2022	38
Allworth Financial LP	38	38	0.01%	0.09%	0.43%	Q2 2014	Q3 2023	38
Sandy Spring Bank	38	38	0.00%	0.01%	0.04%	Q2 2014	Q3 2023	38
Chevy Chase Trust Holdings, LLC	38	38	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	38
BUCKINGHAM STRATEGIC WEALTH, LLC	37	37	0.07%	0.17%	0.31%	Q3 2014	Q3 2023	37
FORVIS Wealth Advisors, LLC	37	37	0.04%	1.89%	3.37%	Q3 2014	Q3 2023	37
White Pine Investment CO	36	36	0.13%	0.55%	0.98%	Q4 2014	Q3 2023	36
ROCKY MOUNTAIN ADVISERS, LLC	36	36	1.13%	4.43%	8.48%	Q4 2014	Q3 2023	36
Wealth Architects, LLC	36	36	0.06%	0.10%	0.20%	Q4 2014	Q3 2023	36
Cambridge Advisors Inc.	36	36	0.23%	0.50%	0.68%	Q4 2014	Q3 2023	36
Burt Wealth Advisors	36	36	0.08%	0.11%	0.20%	Q4 2014	Q3 2023	36
Spectrum Asset Management, Inc. (NB/CA)	36	36	0.41%	2.19%	5.44%	Q4 2014	Q3 2023	36
Carnegie Capital Asset Management, LLC	24	1	0.02%	0.04%	0.08%	Q2 2013	Q3 2023	36
OGOREK ANTHONY JOSEPH /NY/ /ADV	36	36	2.32%	16.75%	27.48%	Q4 2014	Q3 2023	36
UBS Group AG	36	36	0.00%	0.03%	0.20%	Q4 2014	Q3 2023	36
AllSquare Wealth Management LLC	36	36	0.00%	0.05%	0.09%	Q4 2014	Q3 2023	36
Private Advisor Group, LLC	36	36	0.01%	0.04%	0.10%	Q4 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.25%	2.45%	7.65%	Q4 2014	Q3 2023	36
FINANCIAL CONSULATE, INC	36	36	1.02%	5.16%	16.93%	Q4 2014	Q3 2023	36
Summit Financial Strategies, Inc.	36	36	5.54%	12.55%	18.10%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.01%	0.14%	0.32%	Q4 2014	Q3 2023	36
AGILIS PARTNERS LLC	36	36	15.22%	28.00%	40.10%	Q4 2014	Q3 2023	36
Betterment LLC	36	36	1.03%	1.68%	2.86%	Q4 2014	Q3 2023	36
Barrett Asset Management, LLC	35	35	0.00%	0.00%	0.01%	Q2 2013	Q4 2021	35
Sharkey, Howes & Javer	35	35	0.03%	1.09%	16.31%	Q1 2015	Q3 2023	35
J.P. Morgan Private Wealth Advisors LLC	35	35	0.00%	0.02%	0.14%	Q1 2015	Q3 2023	35
CABOT WEALTH MANAGEMENT INC	17	1	0.04%	0.17%	0.45%	Q2 2013	Q4 2022	35
Asset Management Group, Inc.	35	35	0.30%	0.43%	0.55%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	0.07%	0.76%	2.79%	Q4 2014	Q3 2023	35
Garrison Asset Management, LLC	35	35	0.73%	2.76%	7.02%	Q1 2015	Q3 2023	35
Roble, Belko & Company, Inc	35	35	0.11%	4.06%	5.80%	Q1 2015	Q3 2023	35
Financial Architects, Inc	31	4	0.00%	2.96%	4.74%	Q3 2014	Q2 2023	35
Advisory Services Network, LLC	27	1	0.00%	0.09%	0.23%	Q4 2013	Q3 2023	35
FineMark National Bank & Trust	21	14	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	35
Family Firm, Inc.	35	35	0.16%	1.61%	2.77%	Q1 2015	Q3 2023	35
Twele Capital Management, Inc.	35	35	0.06%	0.11%	0.16%	Q1 2015	Q3 2023	35
ENVESTNET ASSET MANAGEMENT INC	21	14	0.03%	0.18%	0.88%	Q2 2013	Q3 2023	35
SAWGRASS ASSET MANAGEMENT LLC	27	7	0.09%	0.20%	0.37%	Q1 2015	Q3 2023	34
STEEL GROVE CAPITAL ADVISORS, LLC	34	34	0.10%	0.22%	0.49%	Q2 2015	Q3 2023	34
Homrich & Berg	34	34	0.07%	2.00%	3.73%	Q2 2013	Q3 2021	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	2	0.00%	0.01%	0.01%	Q2 2014	Q3 2023	34
Fiduciary Group LLC	34	34	0.27%	0.49%	0.64%	Q2 2015	Q3 2023	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.09%	0.12%	0.16%	Q2 2013	Q3 2023	34
MV CAPITAL MANAGEMENT, INC.	34	34	0.01%	0.01%	0.02%	Q4 2014	Q1 2023	34
D. SCOTT NEAL, INC.	34	34	0.00%	0.51%	0.96%	Q4 2013	Q1 2022	34
HighTower Advisors, LLC	34	34	0.01%	0.10%	0.28%	Q2 2015	Q3 2023	34
Accredited Investors Inc.	34	34	2.20%	6.39%	11.62%	Q2 2015	Q3 2023	34
Pegasus Partners Ltd.	34	34	0.11%	0.43%	1.09%	Q2 2015	Q3 2023	34
AMI INVESTMENT MANAGEMENT INC	31	1	0.12%	1.17%	1.88%	Q4 2013	Q3 2023	34
Regis Management CO LLC	33	33	0.31%	1.36%	2.75%	Q3 2015	Q3 2023	33
GOFEN & GLOSSBERG LLC /IL/	33	33	0.01%	0.02%	0.02%	Q4 2014	Q4 2022	33
Brinker Capital Investments, LLC	28	5	0.01%	0.08%	0.17%	Q3 2013	Q4 2022	33
Boltwood Capital Management	33	33	0.66%	1.62%	2.47%	Q4 2015	Q4 2023	33
Summit Asset Management, LLC	27	6	0.10%	0.18%	0.23%	Q2 2013	Q3 2023	33
SMITH, MOORE & CO.	33	33	0.15%	0.31%	0.55%	Q3 2015	Q3 2023	33
Callan Capital, LLC	33	33	0.53%	6.94%	16.71%	Q3 2015	Q3 2023	33
Krilogy Financial LLC	31	1	0.26%	0.56%	1.21%	Q3 2015	Q3 2023	32
Diversified Portfolios, Inc.	32	32	0.14%	0.73%	1.63%	Q4 2015	Q3 2023	32
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA	28	4	0.21%	0.37%	0.82%	Q4 2014	Q3 2023	32
Glassman Wealth Services	32	32	0.01%	0.01%	0.02%	Q4 2015	Q3 2023	32
CAPTRUST FINANCIAL ADVISORS	29	3	0.23%	0.67%	1.70%	Q3 2015	Q3 2023	32
FORT PITT CAPITAL GROUP, LLC	32	32	0.12%	2.24%	6.79%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.00%	0.04%	0.06%	Q1 2016	Q4 2023	32
Armbruster Capital Management, Inc.	32	32	0.10%	0.19%	0.35%	Q4 2015	Q3 2023	32
Perigon Wealth Management, LLC	31	1	0.02%	0.09%	0.27%	Q3 2011	Q3 2023	32
RAYMOND JAMES & ASSOCIATES	31	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	32
SOL Capital Management CO	32	32	0.07%	0.23%	0.33%	Q4 2015	Q3 2023	32
BRIGHTON JONES LLC	26	6	0.08%	0.16%	0.26%	Q3 2015	Q3 2023	32
Raymond James Financial Services Advisors, Inc.	18	14	0.01%	0.01%	0.02%	Q3 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.02%	Q4 2015	Q3 2023	32
HBK Sorce Advisory LLC	32	32	0.04%	2.17%	6.38%	Q4 2015	Q3 2023	32
Tower Research Capital LLC (TRC)	18	1	0.00%	0.13%	1.07%	Q4 2013	Q3 2023	31
Avior Wealth Management, LLC	31	31	0.01%	0.47%	2.94%	Q1 2016	Q3 2023	31
LEAVELL INVESTMENT MANAGEMENT, INC.	31	31	0.04%	0.21%	0.32%	Q1 2016	Q3 2023	31
SIGNATUREFD, LLC	23	8	0.00%	0.03%	0.07%	Q4 2014	Q3 2023	31
Domani Wealth, LLC	31	31	0.20%	3.51%	8.71%	Q3 2015	Q1 2023	31
IFP Advisors, Inc	17	14	0.00%	0.45%	0.80%	Q4 2015	Q3 2023	31
Versant Capital Management, Inc	31	31	0.00%	0.18%	0.47%	Q2 2016	Q4 2023	31
Chesley Taft & Associates LLC	29	2	0.02%	0.05%	0.06%	Q2 2015	Q3 2023	31
RKL Wealth Management LLC	31	31	0.11%	0.42%	0.57%	Q1 2016	Q3 2023	31
StrategIQ Financial Group, LLC	31	31	0.06%	0.11%	0.20%	Q1 2016	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.01%	0.02%	0.06%	Q1 2016	Q3 2023	31
Alliance Wealth Management Group	31	31	0.14%	2.47%	4.01%	Q4 2015	Q2 2023	31
Asset Dedication, LLC	26	5	0.30%	1.62%	4.15%	Q4 2015	Q3 2023	31
Crestwood Advisors Group, LLC	31	31	0.01%	0.03%	0.04%	Q1 2016	Q3 2023	31
Scott & Selber, Inc.	30	30	0.14%	0.21%	0.42%	Q2 2016	Q3 2023	30
D.A. DAVIDSON & CO.	29	1	0.00%	0.02%	0.06%	Q2 2015	Q3 2023	30
Tradewinds Capital Management, LLC	13	2	0.00%	0.01%	0.02%	Q1 2014	Q4 2022	30
JOHNSON INVESTMENT COUNSEL INC	30	30	0.01%	0.05%	0.07%	Q2 2016	Q3 2023	30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	17	4	0.74%	1.96%	3.10%	Q4 2015	Q3 2023	30
Brouwer & Janachowski, LLC	29	1	0.06%	4.50%	14.76%	Q1 2014	Q3 2021	30
Gradient Investments LLC	24	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2023	30
Stearns Financial Services Group	30	30	1.03%	2.69%	5.28%	Q2 2013	Q3 2020	30
Stockman Wealth Management, Inc.	25	5	0.10%	0.49%	1.19%	Q1 2016	Q3 2023	30
Nicholas Hoffman & Company, LLC.	30	30	0.04%	0.19%	0.32%	Q2 2016	Q3 2023	30
V Wealth Advisors LLC	18	11	0.09%	0.17%	0.23%	Q1 2016	Q2 2023	29
NORTHERN TRUST CORP	29	29	0.00%	0.02%	0.05%	Q3 2016	Q3 2023	29
Edge Wealth Management LLC	19	10	0.00%	0.04%	0.22%	Q2 2013	Q3 2020	29
Peak Financial Management, Inc.	28	1	0.15%	1.75%	2.29%	Q4 2015	Q3 2023	29
CARRET ASSET MANAGEMENT, LLC	29	29	0.04%	0.17%	0.26%	Q3 2016	Q3 2023	29
Cetera Advisors LLC	27	2	0.01%	0.02%	0.03%	Q1 2016	Q3 2023	29
COLONY GROUP LLC	26	3	0.02%	0.03%	0.04%	Q3 2015	Q3 2023	29
BERKSHIRE ASSET MANAGEMENT LLC/PA	22	1	0.03%	0.24%	1.27%	Q4 2015	Q3 2023	29
GOLDMAN SACHS GROUP INC	20	1	0.00%	0.00%	0.01%	Q1 2012	Q3 2023	29
HOWE & RUSLING INC	22	7	0.00%	0.02%	0.18%	Q1 2014	Q3 2023	29
Evanson Asset Management, LLC	28	1	0.05%	0.08%	0.16%	Q2 2016	Q3 2023	29
CWM, LLC	21	8	0.01%	0.02%	0.06%	Q2 2016	Q3 2023	29
Transform Wealth, LLC	25	4	0.03%	0.24%	1.53%	Q2 2016	Q3 2023	29
FMR LLC	29	29	0.00%	0.00%	0.00%	Q3 2016	Q3 2023	29
Aull & Monroe Investment Management Corp	22	1	0.11%	0.15%	0.19%	Q2 2015	Q3 2023	29
LOWE BROCKENBROUGH & CO INC	28	1	0.04%	0.23%	0.38%	Q4 2015	Q3 2023	29
WEST PACES ADVISORS INC.	28	28	0.20%	0.58%	0.94%	Q4 2016	Q3 2023	28
REDW Wealth LLC	28	28	0.29%	1.05%	1.75%	Q4 2016	Q3 2023	28
Alpha Omega Wealth Management LLC	28	28	0.58%	1.19%	2.07%	Q4 2016	Q3 2023	28
CAPITAL ADVISORS INC/OK	28	28	0.02%	1.25%	3.37%	Q4 2016	Q3 2023	28
Milliman Financial Risk Management LLC	28	28	1.88%	5.40%	10.78%	Q4 2015	Q3 2022	28
Meridian Wealth Management, LLC	28	28	0.46%	2.07%	4.51%	Q4 2016	Q3 2023	28
Joel Isaacson & Co., LLC	16	6	0.01%	0.04%	0.09%	Q4 2012	Q3 2023	28
Veritable, L.P.	28	28	0.01%	0.02%	0.03%	Q3 2016	Q2 2023	28
Strid Group, LLC	26	2	10.84%	25.45%	27.85%	Q3 2016	Q3 2023	28
JPMORGAN CHASE & CO	27	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	28
JANE STREET GROUP, LLC	18	1	0.00%	0.02%	0.09%	Q1 2014	Q2 2023	28
Legacy Wealth Management, Inc	24	4	0.05%	0.12%	1.37%	Q3 2016	Q3 2023	28
SigFig Wealth Management, LLC	28	28	0.39%	1.67%	5.16%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.02%	0.02%	0.07%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.28%	0.60%	1.22%	Q1 2016	Q4 2022	28
LINCOLN CAPITAL CORP	28	28	0.54%	2.16%	4.77%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	0.01%	0.05%	0.12%	Q4 2016	Q3 2023	28
Exchange Capital Management, Inc.	27	1	0.00%	0.21%	0.47%	Q2 2014	Q3 2023	28
Circle Wealth Management, LLC	28	28	1.27%	8.91%	13.10%	Q4 2016	Q3 2023	28
JUNCTURE WEALTH STRATEGIES, LLC	28	28	1.82%	8.57%	17.91%	Q1 2017	Q4 2023	28
WEIK CAPITAL MANAGEMENT	28	28	0.12%	0.56%	0.74%	Q4 2016	Q3 2023	28
Granite Investment Partners, LLC	28	28	0.06%	0.08%	0.12%	Q4 2016	Q3 2023	28
Koshinski Asset Management, Inc.	28	28	0.09%	0.36%	0.77%	Q4 2016	Q3 2023	28
Garde Capital, Inc.	28	28	0.03%	0.06%	0.08%	Q4 2016	Q3 2023	28
Atria Investments, Inc	15	3	0.02%	0.30%	0.86%	Q2 2013	Q4 2020	28
FIFTH THIRD BANCORP	21	7	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	28
Penobscot Investment Management Company, Inc.	28	28	0.08%	0.18%	0.26%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.01%	0.12%	0.23%	Q4 2016	Q3 2023	28
SEGALL BRYANT & HAMILL, LLC	21	7	0.01%	0.01%	0.02%	Q3 2016	Q3 2023	28
Ancora Advisors LLC	28	28	0.03%	0.04%	0.06%	Q4 2016	Q3 2023	28
TOTAL INVESTMENT MANAGEMENT INC	28	28	0.07%	7.58%	18.64%	Q4 2016	Q3 2023	28
WEATHERLY ASSET MANAGEMENT L. P.	28	28	0.05%	0.08%	0.14%	Q4 2016	Q3 2023	28
Portfolio Solutions, LLC	28	28	0.13%	0.87%	1.15%	Q4 2015	Q3 2022	28
Pacific Center for Financial Services	24	3	0.00%	0.03%	0.05%	Q4 2016	Q3 2023	27
SNS Financial Group, LLC	27	27	2.32%	4.40%	5.57%	Q1 2017	Q3 2023	27
MML INVESTORS SERVICES, LLC	27	27	0.01%	0.06%	0.68%	Q1 2017	Q3 2023	27
Mariner, LLC	22	1	0.01%	0.17%	0.32%	Q3 2015	Q3 2023	27
Perennial Advisors, LLC	27	27	0.13%	0.37%	2.23%	Q1 2017	Q3 2023	27
Horan Capital Advisors, LLC.	27	27	0.52%	1.83%	2.96%	Q1 2017	Q3 2023	27
MASSMUTUAL TRUST CO FSB/ADV	27	27	0.02%	0.03%	0.04%	Q2 2017	Q4 2023	27
Pinnacle Family Advisors, LLC	14	13	0.18%	0.36%	0.82%	Q4 2016	Q3 2023	27
Segment Wealth Management, LLC	27	27	0.16%	0.20%	0.26%	Q1 2017	Q3 2023	27
MARINER INDEPENDENT ADVISOR NETWORK, LLC	14	2	0.03%	1.58%	6.23%	Q2 2014	Q3 2022	27
Corbenic Partners LLC	16	11	0.05%	1.49%	8.46%	Q1 2014	Q2 2022	27
Moisand Fitzgerald Tamayo, LLC	25	2	0.04%	0.10%	0.16%	Q4 2015	Q3 2023	27
Geneos Wealth Management Inc.	27	27	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.00%	0.06%	0.10%	Q4 2016	Q3 2023	27
STALEY CAPITAL ADVISERS INC	27	27	0.04%	0.09%	0.13%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.00%	0.11%	0.27%	Q2 2013	Q4 2019	27
AJ WEALTH STRATEGIES, LLC	27	27	0.11%	0.23%	0.70%	Q4 2016	Q2 2023	27
REILLY FINANCIAL ADVISORS, LLC	27	27	0.00%	0.01%	0.04%	Q2 2015	Q4 2021	27
Bogart Wealth, LLC	27	27	0.08%	0.53%	1.34%	Q1 2017	Q3 2023	27
Hendershot Investments Inc.	27	27	0.12%	0.21%	0.28%	Q1 2017	Q3 2023	27
Steward Partners Investment Advisory, LLC	18	8	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	26
Carlson Capital Management	26	26	0.02%	0.07%	0.13%	Q2 2017	Q3 2023	26
LeJeune Puetz Investment Counsel LLC	26	26	0.76%	0.95%	1.06%	Q4 2016	Q1 2023	26
OPTIMUM INVESTMENT ADVISORS	26	26	0.06%	0.10%	0.14%	Q3 2017	Q4 2023	26
Bank of New York Mellon Corp	26	26	0.00%	0.00%	0.00%	Q2 2017	Q3 2023	26
BLAIR WILLIAM & CO/IL	26	26	0.00%	0.01%	0.02%	Q2 2017	Q3 2023	26
Jackson, Grant Investment Advisers, Inc.	26	26	0.01%	0.01%	0.01%	Q2 2017	Q3 2023	26
Bowling Portfolio Management LLC	16	1	0.03%	0.10%	0.17%	Q1 2014	Q3 2022	26
MILLENNIUM MANAGEMENT LLC	18	1	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	26
Almanack Investment Partners, LLC.	22	4	0.38%	3.78%	8.25%	Q1 2017	Q3 2023	26
Clarkston Capital Partners, LLC	17	1	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.19%	0.77%	3.54%	Q2 2017	Q3 2023	26
WEALTHCARE CAPITAL MANAGEMENT LLC	20	5	0.00%	0.23%	0.64%	Q4 2015	Q3 2023	25
Personal Capital Advisors Corp	25	25	0.01%	0.18%	0.71%	Q4 2016	Q4 2022	25
KAYS FINANCIAL ADVISORY CORP /ADV	25	25	5.62%	7.13%	9.59%	Q3 2014	Q3 2020	25
FormulaFolio Investments, LLC	25	25	0.03%	0.52%	1.98%	Q4 2014	Q4 2020	25
Cranbrook Wealth Management, LLC	25	25	0.08%	0.18%	0.27%	Q4 2016	Q4 2022	25
Good Life Advisors, LLC	14	11	0.03%	0.12%	0.34%	Q4 2016	Q3 2023	25
Hudock, Inc.	25	25	0.04%	0.73%	1.58%	Q3 2017	Q3 2023	25
Wealthcare Advisory Partners LLC	25	25	0.01%	0.05%	0.18%	Q3 2017	Q3 2023	25
AlphaStar Capital Management, LLC	25	25	0.03%	0.73%	1.96%	Q3 2017	Q3 2023	25
NewSquare Capital LLC	25	25	0.00%	0.00%	0.01%	Q3 2017	Q3 2023	25
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24	1	0.01%	0.29%	0.88%	Q3 2015	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.00%	0.02%	0.02%	Q3 2017	Q3 2023	25
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	25	25	0.04%	0.10%	0.18%	Q3 2017	Q3 2023	25
Laurel Wealth Advisors, Inc.	25	25	0.06%	0.15%	0.25%	Q4 2016	Q4 2022	25
Advisory Alpha, LLC	13	1	0.00%	0.09%	0.35%	Q2 2016	Q3 2023	25
SVA Wealth Management, LLC	21	4	0.03%	0.39%	2.38%	Q2 2014	Q4 2020	25
Pure Financial Advisors, LLC	22	3	0.04%	0.13%	0.26%	Q1 2017	Q4 2023	25
Liberty Capital Management, Inc.	13	12	0.15%	1.32%	2.03%	Q2 2017	Q3 2023	25
GRIMES & COMPANY, INC.	25	25	0.02%	0.02%	0.05%	Q3 2017	Q3 2023	25
First National Bank of Mount Dora, Trust Investment Services	25	25	0.33%	0.39%	0.45%	Q4 2017	Q4 2023	25
CIBC Private Wealth Group, LLC	13	1	0.00%	0.00%	0.02%	Q1 2017	Q3 2023	25
Phocas Financial Corp.	15	3	0.07%	0.23%	0.40%	Q4 2016	Q3 2023	25
AdvisorNet Financial, Inc	24	24	0.14%	0.56%	1.02%	Q4 2017	Q3 2023	24
Laird Norton Wetherby Wealth Management, LLC	23	1	0.02%	0.03%	0.04%	Q2 2015	Q3 2023	24
Valmark Advisers, Inc.	24	24	0.03%	0.06%	0.10%	Q4 2017	Q3 2023	24
Successful Portfolios LLC	24	24	3.12%	4.70%	6.91%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.06%	0.32%	0.87%	Q4 2017	Q3 2023	24
C M BIDWELL & ASSOCIATES LTD	24	24	1.78%	2.08%	2.43%	Q4 2017	Q3 2023	24
Cerity Partners LLC	13	4	0.01%	0.05%	0.27%	Q1 2017	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	3.58%	4.01%	4.55%	Q4 2017	Q3 2023	24
Friedenthal Financial	12	2	0.18%	0.76%	1.90%	Q4 2013	Q4 2021	24
PrairieView Partners, LLC	24	24	1.36%	1.89%	2.40%	Q4 2017	Q3 2023	24
SYM FINANCIAL Corp	24	24	4.80%	15.78%	25.91%	Q4 2017	Q3 2023	24
Plante Moran Financial Advisors, LLC	24	24	0.01%	0.24%	1.13%	Q4 2017	Q3 2023	24
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	14	1	0.87%	1.78%	2.91%	Q4 2016	Q3 2023	24
Frontier Wealth Management LLC	24	24	0.01%	0.08%	0.12%	Q3 2016	Q2 2022	24
ALTFEST L J & CO INC	24	24	0.10%	0.74%	0.94%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.52%	0.73%	0.97%	Q4 2017	Q3 2023	24
Acorn Wealth Advisors, LLC	24	24	0.68%	0.96%	1.53%	Q4 2017	Q3 2023	24
Vista Private Wealth Partners. LLC	21	3	0.25%	0.56%	1.03%	Q3 2017	Q3 2023	24
Bigelow Investment Advisors, LLC	24	24	0.64%	0.92%	1.16%	Q4 2017	Q3 2023	24
Aviance Capital Partners, LLC	24	24	0.08%	0.09%	0.11%	Q4 2017	Q3 2023	24
Trellis Advisors, LLC	24	24	2.26%	4.66%	7.12%	Q4 2017	Q3 2023	24
Cetera Advisor Networks LLC	21	3	0.01%	0.02%	0.02%	Q3 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.02%	0.02%	0.03%	Q4 2017	Q3 2023	24
Northwest Capital Management Inc	24	24	0.48%	0.83%	1.16%	Q4 2017	Q3 2023	24
Rehmann Capital Advisory Group	15	3	0.03%	0.04%	0.14%	Q2 2017	Q3 2023	24
Belpointe Asset Management LLC	18	6	0.03%	0.33%	1.21%	Q3 2017	Q3 2023	24
Kohmann Bosshard Financial Services, LLC	21	3	0.04%	0.15%	0.44%	Q3 2017	Q3 2023	24
Pegasus Asset Management, Inc.	24	24	8.42%	8.88%	9.33%	Q4 2017	Q3 2023	24
WHITENER CAPITAL MANAGEMENT, INC.	24	24	1.63%	2.27%	3.14%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.12%	0.23%	0.39%	Q4 2017	Q3 2023	24
D.B. Root & Company, LLC	24	24	1.44%	3.05%	3.55%	Q4 2017	Q3 2023	24
KEMPER Corp	24	24	2.44%	4.50%	7.53%	Q1 2016	Q4 2021	24
Legacy Financial Strategies, LLC	24	24	0.51%	11.06%	18.70%	Q4 2017	Q3 2023	24
GLENMEDE TRUST CO NA	20	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	24
Parkside Financial Bank & Trust	22	2	0.00%	0.01%	0.02%	Q1 2017	Q3 2023	24
Gradient Capital Advisors, LLC	24	24	0.49%	0.73%	0.94%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.12%	0.14%	0.19%	Q4 2017	Q3 2023	24
Chesapeake Wealth Management	23	23	1.08%	1.20%	1.47%	Q1 2018	Q3 2023	23
Financial Advocates Investment Management	19	4	0.03%	0.11%	0.21%	Q4 2017	Q3 2023	23
ZWJ INVESTMENT COUNSEL INC	19	4	0.03%	0.11%	0.17%	Q1 2017	Q3 2023	23
Addison Capital Co	23	23	0.18%	0.73%	1.27%	Q3 2014	Q1 2020	23
Gs Investments, Inc.	13	1	0.16%	0.38%	0.74%	Q2 2017	Q3 2023	23
Ironwood Wealth Management, LLC.	22	1	1.21%	2.54%	5.36%	Q3 2017	Q3 2023	23
Alaska Wealth Advisors	16	7	0.08%	0.90%	1.97%	Q4 2017	Q3 2023	23
MITCHELL SINKLER & STARR/PA	23	23	0.59%	1.08%	1.86%	Q4 2017	Q2 2023	23
Pachira Investments Inc.	13	2	0.24%	0.75%	2.90%	Q4 2016	Q3 2023	23
MainStreet Investment Advisors LLC	18	5	0.04%	0.07%	0.08%	Q4 2017	Q3 2023	23
Focused Wealth Management, Inc	23	23	0.00%	0.14%	0.26%	Q1 2018	Q3 2023	23
Sterling Investment Advisors, Ltd.	23	23	0.02%	0.05%	0.06%	Q4 2016	Q2 2022	23
Bedel Financial Consulting, Inc.	23	23	0.11%	0.21%	0.29%	Q4 2017	Q2 2023	23
Seneca House Advisors	23	23	0.14%	0.27%	0.43%	Q1 2018	Q3 2023	23
JACOBS & CO/CA	23	23	0.03%	0.04%	0.08%	Q1 2018	Q3 2023	23
Brown Advisory Securities, LLC	23	23	0.10%	0.59%	0.82%	Q2 2013	Q4 2018	23
Blume Capital Management, Inc.	13	1	0.00%	0.03%	0.11%	Q1 2014	Q3 2023	23
TOTH FINANCIAL ADVISORY CORP	23	23	0.00%	0.00%	0.00%	Q4 2017	Q2 2023	23
Rock Point Advisors, LLC	23	23	0.08%	0.11%	0.14%	Q1 2018	Q3 2023	23
MYCIO WEALTH PARTNERS, LLC	23	23	0.00%	0.10%	0.30%	Q2 2014	Q4 2019	23
B. Riley Wealth Advisors, Inc.	12	1	0.00%	0.18%	0.38%	Q2 2013	Q3 2023	23
Tower View Wealth Management LLC	22	22	0.02%	0.02%	0.03%	Q4 2017	Q1 2023	22
Pinkerton Retirement Specialists, LLC	22	22	0.24%	6.14%	10.11%	Q2 2018	Q3 2023	22
Towercrest Capital Management	22	22	1.47%	1.81%	2.30%	Q2 2018	Q3 2023	22
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	17	1	0.01%	0.02%	0.03%	Q4 2015	Q3 2023	22
NEXT Financial Group, Inc	11	1	0.00%	0.03%	0.06%	Q3 2014	Q4 2021	22
CX Institutional	22	22	0.03%	0.19%	0.31%	Q2 2018	Q3 2023	22
CHILTON CAPITAL MANAGEMENT LLC	22	22	0.02%	0.05%	0.07%	Q2 2018	Q3 2023	22
PFG Advisors	17	5	0.29%	0.54%	0.91%	Q4 2017	Q3 2023	22
Pinnacle Wealth Management Advisory Group, LLC	12	1	0.03%	0.08%	0.20%	Q1 2016	Q3 2023	22
TIAA, FSB	11	11	0.00%	0.01%	0.01%	Q2 2017	Q2 2023	22
Dynamic Advisor Solutions LLC	22	22	0.02%	0.10%	0.18%	Q2 2018	Q3 2023	22
Argent Trust Co	22	22	0.02%	0.05%	0.10%	Q2 2018	Q3 2023	22
Carroll Financial Associates, Inc.	14	2	0.00%	0.03%	0.07%	Q2 2013	Q4 2021	22
SMITHBRIDGE ASSET MANAGEMENT INC/DE	22	22	0.16%	0.37%	0.54%	Q2 2018	Q3 2023	22
JANICZEK WEALTH MANAGEMENT, LLC	22	22	0.04%	0.08%	0.14%	Q2 2018	Q3 2023	22
WHITTIER TRUST CO	17	4	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	21
Capital Directions Investment Advisors, LLC	11	1	0.00%	0.01%	0.04%	Q2 2013	Q4 2022	21
FRONTIER INVESTMENT MGMT CO	11	10	0.02%	0.10%	0.58%	Q1 2015	Q2 2020	21
MERITAGE PORTFOLIO MANAGEMENT	17	1	0.02%	0.09%	0.13%	Q2 2016	Q3 2023	21
PALLADIUM PARTNERS LLC	19	1	0.00%	0.04%	0.10%	Q2 2013	Q1 2022	21
VERITY Wealth Advisors	21	21	0.80%	0.91%	1.12%	Q4 2018	Q4 2023	21
Greenwich Wealth Management LLC	13	1	0.02%	0.07%	0.13%	Q3 2014	Q1 2020	21
Creegan & Nassoura Financial Group, LLC	16	5	0.30%	0.73%	0.99%	Q3 2015	Q3 2023	21
Covington Capital Management	21	21	0.00%	0.00%	0.01%	Q3 2017	Q3 2022	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.17%	0.24%	0.32%	Q4 2017	Q4 2022	21
Kalos Management, Inc.	17	1	1.48%	4.56%	12.23%	Q4 2017	Q2 2023	21
Tanglewood Wealth Management, Inc.	21	21	0.16%	2.97%	5.73%	Q3 2018	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.00%	0.01%	Q3 2018	Q3 2023	21
Starfire Investment Advisers, Inc.	11	10	1.48%	1.67%	1.98%	Q1 2015	Q2 2020	21
Asset Planning Services, Ltd.	19	2	0.06%	0.11%	0.28%	Q2 2015	Q3 2020	21
BlueSky Wealth Advisors, LLC	14	7	0.04%	0.14%	0.28%	Q4 2016	Q1 2022	21
Merriman Wealth Management, LLC	20	1	0.03%	0.31%	3.41%	Q1 2017	Q3 2023	21
Smithfield Trust Co	21	21	0.01%	0.01%	0.04%	Q2 2013	Q2 2018	21
Asset Advisors Investment Management, LLC	21	21	3.42%	4.99%	6.55%	Q3 2018	Q3 2023	21
Eagle Capital Management, LLC	14	3	0.21%	3.71%	9.56%	Q4 2014	Q3 2023	21
Truepoint, Inc.	20	20	0.40%	0.91%	1.48%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.02%	0.06%	0.42%	Q4 2017	Q4 2022	20
Capital Analysts, LLC	19	1	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	20
BOK Financial Private Wealth, Inc.	20	20	0.34%	0.94%	2.94%	Q4 2018	Q3 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.61%	1.38%	1.86%	Q4 2018	Q3 2023	20
EVERMAY WEALTH MANAGEMENT LLC	20	20	0.16%	0.21%	0.26%	Q4 2018	Q3 2023	20
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	20	20	0.88%	1.38%	1.91%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	0.72%	0.89%	1.00%	Q4 2018	Q3 2023	20
Windsor Wealth Management, Inc.	20	20	0.16%	0.20%	0.23%	Q4 2018	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.16%	0.30%	0.65%	Q1 2016	Q4 2020	20
Diligent Investors, LLC	20	20	0.17%	0.42%	0.48%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.02%	0.03%	0.05%	Q2 2016	Q1 2021	20
Capital Investment Advisory Services, LLC	20	20	0.01%	0.45%	1.09%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.06%	0.25%	0.60%	Q4 2018	Q3 2023	20
D L CARLSON INVESTMENT GROUP INC	20	20	0.10%	2.28%	5.80%	Q4 2018	Q3 2023	20
D'Orazio & Associates, Inc.	13	1	0.00%	0.07%	0.18%	Q4 2015	Q3 2023	20
NYL Investors LLC	20	20	0.10%	0.75%	1.77%	Q4 2018	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.50%	1.10%	2.60%	Q4 2018	Q3 2023	20
Signature Financial Management, Inc.	20	20	0.17%	0.93%	1.32%	Q1 2014	Q4 2018	20
BAILARD, INC.	20	20	0.03%	0.06%	0.13%	Q4 2018	Q3 2023	20
Van Cleef Asset Management,Inc	20	20	0.24%	0.41%	0.98%	Q4 2018	Q3 2023	20
Wealthfront Advisers LLC	20	20	4.99%	6.02%	6.94%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.04%	0.10%	0.15%	Q4 2018	Q3 2023	20
Rockefeller Capital Management L.P.	20	20	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	20
MANCHESTER FINANCIAL INC	20	20	9.17%	14.71%	28.68%	Q4 2018	Q3 2023	20
HHM Wealth Advisors, LLC	20	20	11.67%	13.86%	15.93%	Q4 2018	Q3 2023	20
RVW Wealth, LLC	20	20	0.24%	0.44%	1.19%	Q1 2019	Q4 2023	20
American Portfolios Advisors	20	20	0.00%	0.13%	0.44%	Q4 2017	Q3 2022	20
RHS Financial, LLC	20	20	1.49%	2.97%	4.87%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.55%	0.70%	0.87%	Q4 2018	Q3 2023	20
Evergreen Advisors, LLC	20	20	32.78%	41.20%	61.64%	Q4 2018	Q3 2023	20
Strategic Family Wealth Counselors, L.L.C.	20	20	1.61%	2.32%	3.69%	Q4 2018	Q3 2023	20
Peachtree Investment Partners, LLC	20	20	0.54%	0.79%	1.21%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	20
ATLAS CAPITAL ADVISORS LLC	18	2	0.00%	0.32%	0.52%	Q2 2018	Q3 2023	20
MARSHALL FINANCIAL GROUP INC /ADV	20	20	1.69%	4.90%	6.96%	Q4 2018	Q3 2023	20
Prime Capital Investment Advisors, LLC	20	20	0.08%	0.42%	0.71%	Q4 2018	Q3 2023	20
DELTA ASSET MANAGEMENT LLC/TN	10	4	0.00%	0.04%	0.08%	Q3 2014	Q3 2023	20
RITHOLTZ WEALTH MANAGEMENT	12	1	0.02%	0.06%	0.12%	Q2 2017	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.03%	0.06%	0.10%	Q4 2018	Q3 2023	20
Elwood & Goetz Wealth Advisory Group, LLC	20	20	0.15%	0.37%	0.97%	Q4 2018	Q3 2023	20
Zhang Financial LLC	20	20	0.74%	1.07%	1.44%	Q4 2018	Q3 2023	20
EVERGREEN CAPITAL MANAGEMENT LLC	14	2	0.01%	0.02%	0.02%	Q2 2018	Q3 2023	20
Intelligence Driven Advisers, LLC	20	20	1.70%	3.00%	7.90%	Q4 2018	Q3 2023	20
Jaffetilchin Investment Partners, LLC	20	20	0.12%	1.78%	3.22%	Q4 2018	Q3 2023	20
Mengis Capital Management, Inc.	19	1	0.06%	0.12%	0.17%	Q3 2018	Q3 2023	20
InterOcean Capital, LLC	19	1	0.03%	0.06%	0.08%	Q2 2015	Q2 2020	20
Caprock Group, LLC	20	20	0.05%	1.80%	3.27%	Q4 2018	Q3 2023	20
GREAT VALLEY ADVISOR GROUP, INC.	20	20	0.40%	0.67%	1.58%	Q4 2018	Q3 2023	20
Prestige Wealth Management Group LLC	20	20	0.57%	1.17%	2.96%	Q4 2018	Q3 2023	20
Blankinship & Foster, LLC	20	20	0.14%	0.41%	0.95%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.11%	0.26%	0.37%	Q4 2018	Q3 2023	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.29%	6.18%	8.16%	Q4 2018	Q3 2023	20
Main Management LLC	20	20	0.01%	0.02%	0.04%	Q4 2018	Q3 2023	20
Legacy Bridge, LLC	20	20	0.06%	0.07%	0.08%	Q4 2018	Q3 2023	20
Larson Financial Group LLC	20	20	0.02%	0.06%	0.10%	Q4 2018	Q3 2023	20
Western Wealth Management, LLC	11	8	0.14%	0.18%	0.25%	Q4 2018	Q3 2023	19
MUFG Americas Holdings Corp	19	19	0.00%	0.00%	0.01%	Q1 2016	Q3 2020	19
STIFEL FINANCIAL CORP	19	19	0.00%	0.00%	0.02%	Q1 2019	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.04%	0.22%	0.51%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	1.16%	2.57%	3.05%	Q1 2019	Q3 2023	19
Parallax Volatility Advisers, L.P.	19	19	0.00%	0.00%	0.00%	Q4 2014	Q2 2019	19
Sequoia Financial Advisors, LLC	19	19	0.02%	0.21%	0.32%	Q1 2019	Q3 2023	19
Investors Research Corp	19	19	0.02%	0.06%	0.08%	Q1 2019	Q3 2023	19
JNBA Financial Advisors	11	1	0.00%	0.12%	1.92%	Q3 2014	Q3 2023	19
SRS Capital Advisors, Inc.	10	2	0.00%	0.15%	0.36%	Q3 2018	Q3 2023	19
Ridgewood Investments LLC	17	2	0.02%	0.48%	0.70%	Q4 2016	Q2 2023	19
ADVANTAGE INVESTMENT MANAGEMENT, LLC	19	19	0.01%	1.30%	3.63%	Q4 2014	Q2 2019	19
Pflug Koory, LLC	17	2	0.00%	0.11%	0.13%	Q4 2018	Q3 2023	19
Mirae Asset Global Investments Co., Ltd.	15	4	0.08%	1.39%	3.29%	Q4 2013	Q3 2019	19
RMB Capital Management, LLC	15	4	0.01%	0.03%	0.04%	Q4 2017	Q3 2023	19
Joseph P. Lucia & Associates, LLC	19	19	0.84%	1.39%	1.90%	Q1 2019	Q3 2023	19
PIN OAK INVESTMENT ADVISORS INC	19	19	0.00%	0.01%	0.01%	Q4 2017	Q2 2022	19
River Wealth Advisors LLC	19	19	0.05%	0.10%	0.14%	Q4 2017	Q2 2022	19
Miracle Mile Advisors, LLC	19	19	0.03%	0.09%	0.13%	Q1 2019	Q3 2023	19
GYL FINANCIAL SYNERGIES, LLC	19	19	0.78%	4.07%	7.01%	Q1 2019	Q3 2023	19
TRUIST FINANCIAL CORP	19	19	0.00%	0.04%	0.06%	Q1 2019	Q3 2023	19
Opes Wealth Management LLC	19	19	2.15%	3.37%	4.60%	Q1 2019	Q3 2023	19
WEALTHFRONT Corp	19	19	0.00%	4.32%	6.06%	Q1 2014	Q3 2018	19
Bowie Capital Management, LLC	18	1	0.04%	0.07%	0.11%	Q4 2018	Q3 2023	19
SCHNIEDERS CAPITAL MANAGEMENT LLC	14	1	0.06%	0.08%	0.09%	Q3 2018	Q3 2023	19
STRATEGIC CAPITAL ADVISERS, INC.	19	19	4.76%	6.02%	7.19%	Q4 2017	Q2 2022	19
Genesee Capital Advisors, LLC	19	19	0.09%	6.79%	10.18%	Q1 2019	Q3 2023	19
IRON Financial LLC	19	19	0.18%	0.26%	0.71%	Q1 2019	Q3 2023	19
Ellevest, Inc.	16	3	0.01%	0.33%	1.04%	Q4 2018	Q3 2023	19
NewEdge Advisors, LLC	17	1	0.00%	0.02%	0.06%	Q2 2017	Q3 2023	18
One Day In July LLC	18	18	0.09%	0.17%	0.26%	Q2 2019	Q3 2023	18
PEOPLES FINANCIAL SERVICES CORP.	18	18	0.04%	0.05%	0.05%	Q2 2019	Q3 2023	18
Tiller Private Wealth, Inc.	18	18	2.96%	4.14%	5.35%	Q4 2015	Q1 2020	18
Shilanski & Associates, Inc.	18	18	0.89%	4.18%	6.42%	Q2 2019	Q3 2023	18
Orgel Wealth Management, LLC	17	1	0.01%	0.10%	0.82%	Q4 2018	Q3 2023	18
Heritage Wealth Advisors	18	18	0.01%	0.02%	0.08%	Q2 2019	Q3 2023	18
Smith, Salley & Associates	18	18	0.05%	0.07%	0.09%	Q2 2019	Q3 2023	18
Ausdal Financial Partners, Inc.	17	1	0.03%	0.18%	0.24%	Q4 2015	Q3 2023	18
Peachtree Investment Advisors, Inc.	18	18	0.03%	0.26%	0.37%	Q3 2014	Q4 2018	18
PATTON ALBERTSON MILLER GROUP, LLC	18	18	0.12%	0.29%	0.43%	Q2 2019	Q3 2023	18
Shorepoint Capital Partners LLC	9	9	0.27%	0.44%	0.58%	Q1 2019	Q3 2023	18
Pacific Wealth Strategies Group, Inc.	18	18	0.16%	2.06%	3.90%	Q4 2017	Q1 2022	18
DAVIDSON & GARRARD INC	18	18	0.08%	0.77%	1.19%	Q2 2013	Q3 2017	18
Sowell Financial Services LLC	10	3	0.04%	0.11%	0.26%	Q3 2018	Q2 2023	17
First Horizon Advisors, Inc.	10	1	0.00%	0.00%	0.00%	Q2 2017	Q3 2023	17
Baldrige Asset Management LLC	17	17	0.72%	1.01%	1.33%	Q1 2019	Q1 2023	17
ASSET ADVISORS CORP	15	2	0.05%	1.50%	3.31%	Q2 2013	Q2 2018	17
PINNACLE FINANCIAL PARTNERS INC	16	1	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	17
AE Wealth Management LLC	13	1	0.00%	0.08%	0.27%	Q4 2018	Q3 2023	17
HOERTKORN RICHARD CHARLES	17	17	0.02%	0.02%	0.02%	Q3 2019	Q3 2023	17
Gainplan LLC	17	17	0.24%	3.08%	26.36%	Q3 2019	Q3 2023	17
EP Wealth Advisors, LLC	10	1	0.01%	0.03%	0.08%	Q1 2018	Q3 2023	17
Commonwealth Equity Services, Inc	17	17	0.01%	0.01%	0.02%	Q3 2013	Q3 2017	17
Physician Wealth Advisors, Inc.	17	17	0.09%	0.18%	0.50%	Q3 2019	Q3 2023	17
Aptus Capital Advisors, LLC	17	17	0.00%	0.01%	0.01%	Q3 2019	Q3 2023	17
MinichMacGregor Wealth Management, LLC	12	1	0.02%	1.91%	2.44%	Q4 2015	Q4 2022	17
Richard P Slaughter Associates Inc	17	17	0.12%	0.31%	0.62%	Q4 2019	Q4 2023	17
LIBERTY WEALTH MANAGEMENT LLC	14	3	0.01%	0.07%	0.17%	Q4 2018	Q3 2023	17
WealthShield Partners, LLC	8	2	0.01%	0.05%	0.27%	Q1 2019	Q3 2023	17
Shepherd Financial Partners LLC	14	3	0.04%	0.05%	0.06%	Q2 2019	Q3 2023	17
McIlrath & Eck, LLC	17	17	0.02%	0.02%	0.03%	Q3 2019	Q3 2023	17
Modus Advisors, LLC	17	17	0.58%	1.59%	7.74%	Q4 2019	Q4 2023	17
WT Wealth Management	17	17	5.24%	11.36%	20.72%	Q3 2019	Q3 2023	17
Integrated Wealth Concepts LLC	14	3	0.01%	0.04%	0.07%	Q2 2019	Q3 2023	17
WOODMONT INVESTMENT COUNSEL LLC	17	17	0.20%	0.31%	0.37%	Q4 2018	Q4 2022	17
Prospera Financial Services Inc	12	5	0.02%	0.02%	0.03%	Q2 2019	Q3 2023	17
WealthTrust Fairport, LLC	17	17	0.08%	0.14%	0.27%	Q1 2015	Q1 2019	17
Resource Management, LLC	17	17	0.06%	0.15%	0.17%	Q4 2017	Q4 2021	17
TrinityPoint Wealth, LLC	17	17	2.46%	2.92%	3.80%	Q3 2019	Q3 2023	17
Cresset Asset Management, LLC	16	1	0.01%	0.04%	0.08%	Q2 2019	Q3 2023	17
Waldron Private Wealth LLC	17	17	0.35%	0.58%	1.42%	Q3 2019	Q3 2023	17
55I, LLC	16	16	0.08%	0.89%	4.34%	Q4 2018	Q3 2022	16
MONETA GROUP INVESTMENT ADVISORS LLC	14	1	0.01%	0.04%	0.07%	Q2 2018	Q3 2023	16
MADISON WEALTH MANAGEMENT	16	16	0.36%	0.50%	0.57%	Q4 2019	Q3 2023	16
Blueprint Investment Partners LLC	16	16	0.60%	3.67%	9.45%	Q4 2019	Q3 2023	16
Mayfair Advisory Group, LLC	16	16	0.32%	1.55%	6.97%	Q4 2019	Q3 2023	16
Graves Light Lenhart Wealth, Inc.	9	3	0.03%	0.04%	0.05%	Q2 2019	Q3 2023	16
HighMark Wealth Management LLC	16	16	0.02%	0.02%	0.02%	Q4 2019	Q3 2023	16
Meridian Wealth Partners, LLC	16	16	3.02%	3.82%	6.60%	Q4 2019	Q3 2023	16
CVA Family Office, LLC	16	16	1.19%	1.98%	3.46%	Q4 2019	Q3 2023	16
EWG Elevate Inc.	16	16	3.35%	8.43%	12.12%	Q4 2019	Q3 2023	16
Fiera Capital Corp	16	16	0.02%	0.10%	0.13%	Q3 2016	Q2 2020	16
Firestone Capital Management	16	16	1.02%	1.16%	1.42%	Q4 2019	Q3 2023	16
Wade Financial Advisory, Inc	16	16	1.44%	1.85%	3.26%	Q4 2019	Q3 2023	16
FLAGSHIP HARBOR ADVISORS, LLC	10	6	0.00%	0.02%	0.03%	Q2 2018	Q3 2022	16
WHITTIER TRUST CO OF NEVADA INC	16	16	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	16
Seascape Capital Management	16	16	0.43%	0.61%	0.73%	Q4 2019	Q3 2023	16
Harborview Advisors, LLC	16	16	0.35%	0.53%	0.68%	Q4 2017	Q3 2021	16
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	16	16	0.03%	0.28%	0.43%	Q3 2017	Q2 2021	16
SHINE INVESTMENT ADVISORY SERVICES INC	16	16	0.22%	0.48%	0.61%	Q4 2016	Q3 2020	16
Indie Asset Partners, LLC	16	16	0.64%	0.91%	1.31%	Q4 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.14%	0.37%	1.20%	Q4 2019	Q3 2023	16
Cordant, Inc.	16	16	1.77%	2.34%	2.70%	Q4 2019	Q3 2023	16
Benchmark Wealth Management, LLC	16	16	1.04%	1.25%	1.49%	Q4 2019	Q3 2023	16
AlphaCore Capital LLC	16	16	0.07%	0.29%	1.22%	Q4 2019	Q3 2023	16
SPRENG CAPITAL MANAGEMENT, INC.	16	16	5.04%	7.33%	8.84%	Q4 2019	Q3 2023	16
HUNTINGTON NATIONAL BANK	5	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	16
Strategic Financial Planning, Inc.	16	16	13.16%	14.60%	16.89%	Q4 2019	Q3 2023	16
ISLAY CAPITAL MANAGEMENT, LLC	16	16	2.51%	5.24%	7.89%	Q4 2019	Q3 2023	16
Avalon Advisory Group	16	16	1.47%	1.77%	2.68%	Q4 2019	Q3 2023	16
IHT Wealth Management, LLC	16	16	0.03%	0.08%	0.19%	Q4 2019	Q3 2023	16
John W. Brooker & Co., CPAs	16	16	1.06%	1.36%	1.58%	Q4 2019	Q3 2023	16
Carolina Wealth Advisors, LLC	16	16	0.02%	0.11%	0.19%	Q4 2019	Q3 2023	16
Smith & Howard Wealth Management, LLC	10	1	0.10%	0.26%	0.56%	Q4 2013	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
USAdvisors Wealth Management, LLC	11	5	0.24%	3.60%	7.29%	Q3 2018	Q3 2022	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	16
QUADRANT CAPITAL GROUP LLC	16	16	0.21%	0.28%	0.70%	Q4 2019	Q3 2023	16
KEYBANK NATIONAL ASSOCIATION/OH	15	1	0.00%	0.01%	0.05%	Q3 2017	Q3 2023	16
Cedar Mountain Advisors, LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.30%	0.38%	0.45%	Q4 2019	Q3 2023	16
Greenline Partners, LLC	16	16	0.11%	0.22%	0.46%	Q4 2019	Q3 2023	16
R. W. Roge & Company, Inc.	16	16	0.41%	0.71%	1.62%	Q4 2019	Q3 2023	16
Capital Advisors, Ltd. LLC	15	1	0.00%	0.08%	0.12%	Q1 2015	Q3 2023	16
FOSTER & MOTLEY INC	13	1	0.02%	0.05%	0.08%	Q3 2013	Q3 2023	16
EPIQ Capital Group, LLC	16	16	0.08%	0.21%	0.40%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	2.04%	2.80%	3.61%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	0.01%	0.64%	0.83%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.01%	1.66%	2.76%	Q4 2019	Q3 2023	16
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	11	5	0.02%	0.04%	0.12%	Q2 2013	Q3 2019	16
S.A. Mason LLC	16	16	0.80%	0.93%	1.17%	Q4 2019	Q3 2023	16
Faithward Advisors, LLC	11	5	0.11%	0.41%	0.81%	Q3 2019	Q3 2023	16
Sunburst Financial Group, LLC	16	16	6.42%	9.55%	12.49%	Q4 2019	Q3 2023	16
Vantage Investment Advisors, LLC	16	16	0.01%	0.02%	0.04%	Q4 2014	Q3 2018	16
ROPES WEALTH ADVISORS LLC	16	16	0.02%	0.03%	0.05%	Q1 2017	Q4 2020	16
Core Wealth Advisors, Inc.	16	16	0.00%	0.01%	0.04%	Q4 2019	Q3 2023	16
Linscomb & Williams, Inc.	16	16	0.02%	0.03%	0.04%	Q2 2019	Q1 2023	16
Red Door Wealth Management, LLC	16	16	0.91%	1.74%	2.83%	Q4 2019	Q3 2023	16
Moser Wealth Advisors, LLC	13	2	0.01%	0.06%	0.08%	Q4 2019	Q3 2023	15
KILEY JUERGENS WEALTH MANAGEMENT, LLC	12	1	0.05%	1.22%	2.62%	Q4 2017	Q3 2023	15
Whitnell & Co.	15	15	0.00%	0.01%	0.02%	Q2 2016	Q4 2019	15
HOLDERNESS INVESTMENTS CO	15	15	0.24%	0.31%	0.46%	Q1 2020	Q3 2023	15
CHOREO, LLC	15	15	0.03%	0.04%	0.05%	Q1 2020	Q3 2023	15
Gray Wealth Management Inc.	15	15	0.63%	0.74%	0.83%	Q1 2020	Q3 2023	15
Elgethun Capital Management	15	15	3.64%	6.14%	9.51%	Q1 2020	Q3 2023	15
Baird Financial Group, Inc.	11	4	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	15
Robertson Stephens Wealth Management, LLC	15	15	0.25%	0.58%	1.08%	Q1 2020	Q3 2023	15
HOLLENCREST CAPITAL MANAGEMENT	11	4	0.00%	0.06%	0.16%	Q2 2017	Q3 2023	15
THRIVENT FINANCIAL FOR LUTHERANS	7	6	0.00%	0.00%	0.00%	Q3 2018	Q1 2022	15
SCS Capital Management LLC	15	15	5.49%	7.53%	9.94%	Q1 2020	Q3 2023	15
NORTHWEST INVESTMENT COUNSELORS, LLC	8	1	0.01%	0.04%	0.26%	Q1 2015	Q3 2023	15
Vivaldi Capital Management LP	15	15	0.88%	1.01%	1.32%	Q1 2020	Q3 2023	15
Tolleson Wealth Management, Inc.	15	15	0.26%	0.42%	0.56%	Q1 2020	Q3 2023	15
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	7	1	0.04%	0.74%	3.16%	Q3 2016	Q4 2020	15
Ballentine Partners, LLC	15	15	0.96%	1.24%	1.52%	Q1 2020	Q3 2023	15
BCS Wealth Management	14	1	0.42%	0.70%	0.96%	Q4 2019	Q3 2023	15
Pinion Investment Advisors, LLC	15	15	0.22%	0.50%	0.89%	Q1 2020	Q3 2023	15
BBR PARTNERS, LLC	14	1	0.15%	0.26%	0.37%	Q4 2019	Q3 2023	15
Live Your Vision, LLC	15	15	0.00%	0.23%	0.34%	Q3 2015	Q1 2019	15
MASTRAPASQUA ASSET MANAGEMENT INC	10	2	0.02%	0.05%	0.06%	Q2 2018	Q2 2022	15
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	10	5	0.22%	0.37%	0.84%	Q4 2019	Q3 2023	15
Mission Creek Capital Partners, Inc.	15	15	0.33%	0.88%	1.82%	Q1 2020	Q3 2023	15
KANALY TRUST CO	15	15	0.02%	0.16%	1.10%	Q2 2013	Q4 2016	15
Broadleaf Partners, LLC	15	15	0.12%	0.34%	0.78%	Q1 2020	Q3 2023	15
Altus Wealth Management, LLC	14	1	0.24%	0.29%	0.38%	Q4 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.01%	0.06%	0.13%	Q2 2013	Q4 2016	15
Jacobi Capital Management LLC	15	15	0.00%	0.00%	0.00%	Q1 2018	Q3 2021	15
Advisor Group, Inc.	15	15	0.02%	0.04%	0.07%	Q2 2016	Q4 2019	15
Compass Ion Advisors, LLC	15	15	0.50%	0.73%	0.93%	Q1 2020	Q3 2023	15
MISSION WEALTH MANAGEMENT, LP	12	1	0.02%	0.03%	0.10%	Q3 2017	Q3 2023	15
Cedar Wealth Management, LLC	15	15	0.02%	0.03%	0.03%	Q1 2020	Q3 2023	15
Retirement Group, LLC	14	1	0.32%	0.68%	0.96%	Q4 2019	Q3 2023	15
MADDEN SECURITIES Corp	14	1	0.37%	0.69%	1.62%	Q4 2019	Q3 2023	15
BerganKDV Wealth Management, LLC	14	1	0.00%	0.02%	0.21%	Q4 2016	Q2 2023	15
OSAIC HOLDINGS, INC.	15	15	0.04%	0.08%	0.13%	Q1 2020	Q3 2023	15
Legacy Private Trust Co.	15	15	1.02%	1.91%	2.07%	Q1 2020	Q3 2023	15
NWK Group, Inc.	15	15	0.01%	0.02%	0.04%	Q1 2020	Q3 2023	15
SYNOVUS FINANCIAL CORP	10	2	0.00%	0.00%	0.00%	Q4 2014	Q2 2020	15
Barnett & Company, Inc.	10	1	0.00%	0.04%	0.18%	Q3 2014	Q1 2020	15
FIDUCIARY TRUST CO	15	15	0.02%	0.03%	0.05%	Q1 2020	Q3 2023	15
Opus Capital Group, LLC	12	1	0.10%	0.55%	0.65%	Q1 2019	Q3 2023	15
COZAD ASSET MANAGEMENT INC	14	14	0.40%	0.43%	0.47%	Q2 2020	Q3 2023	14
PagnatoKarp Partners LLC	14	14	0.40%	0.71%	1.48%	Q4 2016	Q1 2020	14
Private Vista, LLC	10	1	0.58%	0.77%	1.52%	Q3 2016	Q2 2020	14
Rosenberg Matthew Hamilton	14	14	0.07%	0.61%	1.21%	Q2 2020	Q3 2023	14
SVB WEALTH LLC	10	4	0.00%	0.01%	0.04%	Q4 2019	Q3 2023	14
Souders Financial Advisors	14	14	0.73%	1.03%	1.37%	Q2 2020	Q3 2023	14
WASHBURN CAPITAL MANAGEMENT, INC.	14	14	0.36%	0.49%	1.08%	Q2 2020	Q3 2023	14
Steinberg Global Asset Management	6	4	0.03%	0.16%	0.34%	Q2 2013	Q1 2019	14
Sonora Investment Management, LLC	13	1	0.00%	0.02%	0.04%	Q1 2016	Q3 2021	14
Foster Victor Wealth Advisors, LLC	13	1	0.04%	0.07%	0.24%	Q4 2019	Q3 2023	14
Apollon Wealth Management, LLC	9	1	0.01%	0.41%	4.90%	Q4 2018	Q3 2023	14
LINCOLN NATIONAL CORP	12	2	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	14
Wealthspire Advisors, L.P.	14	14	0.01%	0.01%	0.01%	Q4 2015	Q1 2019	14
SEI INVESTMENTS CO	7	3	0.00%	0.00%	0.01%	Q1 2015	Q4 2018	14
Providence Capital Advisors, LLC	12	1	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	14
Elm Partners Management LLC	14	14	0.06%	0.13%	0.55%	Q2 2020	Q3 2023	14
Princeton Global Asset Management LLC	14	14	0.01%	0.02%	0.02%	Q2 2020	Q3 2023	14
Keebeck Wealth Management, LLC	14	14	0.15%	0.19%	0.28%	Q2 2020	Q3 2023	14
Certified Advisory Corp	11	1	0.01%	0.03%	0.06%	Q4 2017	Q4 2022	14
Loudon Investment Management, LLC	14	14	0.19%	0.30%	0.37%	Q2 2020	Q3 2023	14
Alpha Cubed Investments, LLC	14	14	0.22%	0.24%	0.27%	Q2 2020	Q3 2023	14
Grant Street Asset Management, Inc.	14	14	0.14%	0.44%	0.60%	Q2 2020	Q3 2023	14
Concert Wealth Management Inc.	14	14	0.00%	0.96%	6.80%	Q2 2014	Q3 2017	14
OXFORD FINANCIAL GROUP, LTD. LLC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
PRIVATE ASSET MANAGEMENT INC	13	1	0.03%	0.04%	0.05%	Q4 2019	Q2 2023	14
FRG Family Wealth Advisors LLC	6	3	0.04%	0.06%	0.08%	Q1 2017	Q3 2023	14
DOCK STREET ASSET MANAGEMENT INC	14	14	0.11%	0.15%	0.31%	Q2 2020	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.38%	0.84%	1.33%	Q4 2019	Q1 2023	14
Gilbert & Cook, Inc.	14	14	0.07%	0.08%	0.10%	Q2 2020	Q3 2023	14
Pinnacle Bancorp, Inc.	14	14	0.11%	0.13%	0.18%	Q2 2020	Q3 2023	14
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	14	14	0.02%	0.05%	0.07%	Q4 2018	Q1 2022	14
CENTRAL TRUST Co	10	4	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	14
Silver Lake Advisory, LLC	8	1	0.16%	0.32%	0.49%	Q4 2014	Q3 2019	14
WFA of San Diego, LLC	14	14	0.02%	2.56%	4.01%	Q2 2020	Q3 2023	14
TOWNSQUARE CAPITAL LLC	14	14	0.01%	0.03%	0.06%	Q2 2020	Q3 2023	14
ENTERPRISE FINANCIAL SERVICES CORP	14	14	0.09%	0.12%	0.14%	Q1 2019	Q2 2022	14
Beacon Wealthcare, Inc	13	13	2.40%	3.21%	4.08%	Q4 2017	Q4 2020	13
Lokken Investment Group LLC	12	1	0.57%	0.89%	1.50%	Q1 2012	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.04%	0.18%	0.28%	Q2 2013	Q2 2016	13
Equitable Holdings, Inc.	13	13	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	13
CULLEN/FROST BANKERS, INC.	13	13	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	13
Vanguard Capital Wealth Advisors	9	1	0.21%	0.44%	1.14%	Q4 2017	Q4 2021	13
MATHER GROUP, LLC.	13	13	0.04%	0.05%	0.07%	Q3 2020	Q3 2023	13
Abbrea Capital, LLC	12	1	0.06%	0.06%	0.08%	Q2 2020	Q3 2023	13
YHB Investment Advisors, Inc.	13	13	0.13%	0.21%	0.28%	Q3 2020	Q3 2023	13
PARAMETRIC PORTFOLIO ASSOCIATES LLC	6	1	0.00%	0.01%	0.05%	Q4 2016	Q1 2022	13
Goldstein Munger & Associates	10	3	0.09%	0.16%	0.19%	Q2 2016	Q3 2022	13
FLOW TRADERS U.S. LLC	3	1	0.00%	0.11%	0.52%	Q1 2014	Q4 2022	13
VAUGHAN DAVID INVESTMENTS LLC/IL	7	2	0.01%	0.02%	0.03%	Q1 2019	Q2 2023	13
Elmwood Wealth Management, Inc.	7	1	0.04%	0.04%	0.06%	Q1 2018	Q4 2021	13
JEPPSON WEALTH MANAGEMENT, LLC	13	13	0.20%	0.27%	0.34%	Q3 2020	Q3 2023	13
CapWealth Advisors, LLC	7	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2016	13
Heritage Way Advisors, LLC	13	13	0.15%	0.19%	0.24%	Q4 2016	Q4 2019	13
McAdam, LLC	4	2	0.02%	0.08%	0.19%	Q1 2018	Q3 2023	13
PACIFIC SUN FINANCIAL CORP	6	1	0.18%	0.20%	0.22%	Q2 2018	Q2 2023	13
CreativeOne Wealth, LLC	11	2	0.01%	0.03%	0.13%	Q1 2019	Q2 2023	13
PDS Planning, Inc	12	1	0.03%	0.07%	0.28%	Q1 2020	Q3 2023	13
S.E.E.D. Planning Group LLC	13	13	0.77%	0.99%	1.28%	Q4 2019	Q4 2022	13
AF Advisors, Inc.	6	3	0.14%	0.23%	0.33%	Q1 2020	Q3 2023	13
Endurance Wealth Management, Inc.	13	13	0.00%	0.00%	0.00%	Q2 2020	Q2 2023	13
Lido Advisors, LLC	13	13	0.01%	0.03%	0.08%	Q3 2020	Q3 2023	13
NORTH POINT PORTFOLIO MANAGERS CORP/OH	13	13	0.04%	0.05%	0.05%	Q2 2015	Q2 2018	13
Mine & Arao Wealth Creation & Management, LLC.	13	13	0.03%	0.03%	0.04%	Q1 2020	Q1 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.02%	0.03%	0.08%	Q3 2020	Q3 2023	13
Timber Hill LLC	7	6	0.00%	0.01%	0.05%	Q2 2013	Q1 2018	13
QCI ASSET MANAGEMENT INC/NY	13	13	0.00%	0.01%	0.01%	Q1 2017	Q1 2020	13
REGIONS FINANCIAL CORP	6	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.01%	0.03%	0.09%	Q3 2020	Q3 2023	13
TAP Consulting, LLC	13	13	0.08%	0.25%	0.56%	Q3 2020	Q3 2023	13
Cubic Asset Management, LLC	13	13	0.07%	0.08%	0.08%	Q3 2020	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.00%	0.02%	0.05%	Q3 2020	Q3 2023	13
TRUST CO OF VERMONT	11	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	13
Arkadios Wealth Advisors	11	1	0.02%	0.11%	0.28%	Q4 2019	Q2 2023	13
Stonebridge Capital Advisors LLC	9	4	0.00%	0.06%	0.15%	Q4 2018	Q2 2022	13
Silicon Hills Wealth Management, LLC	13	13	0.20%	0.83%	1.59%	Q4 2019	Q4 2022	13
ALLIANCEBERNSTEIN L.P.	9	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	13
SOUTH TEXAS MONEY MANAGEMENT LTD	13	13	0.01%	0.13%	0.33%	Q3 2016	Q3 2019	13
Summit Place Financial Advisors, LLC	13	13	0.45%	0.53%	0.58%	Q3 2020	Q3 2023	13
Foster Group, Inc.	12	12	0.09%	0.12%	0.19%	Q4 2020	Q3 2023	12
Oakwell Private Wealth Management, LLC	12	12	0.40%	0.57%	0.99%	Q4 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	3.16%	3.77%	5.07%	Q4 2020	Q3 2023	12
Wealth CMT	7	5	2.58%	4.02%	6.77%	Q4 2019	Q4 2022	12
Marquette Asset Management, LLC	7	5	0.00%	0.01%	0.03%	Q1 2019	Q3 2023	12
Capital Asset Advisory Services LLC	12	12	0.01%	0.01%	0.02%	Q4 2019	Q3 2022	12
Waypoint Wealth Partners Inc.	12	12	0.42%	0.49%	0.76%	Q4 2020	Q3 2023	12
Blossom Wealth Management	12	12	4.74%	7.07%	15.85%	Q4 2020	Q3 2023	12
DHJJ Financial Advisors, Ltd.	12	12	1.20%	1.29%	1.44%	Q4 2020	Q3 2023	12
Sightline Wealth Advisors, LLC	12	12	0.36%	0.38%	0.43%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	0.11%	0.16%	0.22%	Q4 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	0.52%	0.58%	0.65%	Q4 2020	Q3 2023	12
Goepper Burkhardt LLC	12	12	10.67%	11.88%	13.22%	Q4 2020	Q3 2023	12
MANAGED ACCOUNT SERVICES INC	12	12	0.14%	0.16%	0.18%	Q4 2018	Q3 2021	12
Ashford Advisors, LLC	12	12	4.16%	4.90%	7.44%	Q4 2020	Q3 2023	12
Facet Wealth, Inc.	12	12	0.06%	0.47%	1.29%	Q4 2020	Q3 2023	12
Bond & Devick Financial Network, Inc.	12	12	4.00%	5.56%	8.55%	Q4 2020	Q3 2023	12
Beacon Wealthcare LLC	12	12	2.00%	3.04%	4.36%	Q1 2021	Q4 2023	12
Northern Capital Management, Inc.	12	12	0.46%	0.59%	0.72%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.76%	1.02%	1.34%	Q4 2020	Q3 2023	12
Danda Trouve Investment Management, Inc.	12	12	0.01%	4.32%	10.30%	Q4 2019	Q3 2022	12
PREMIER ASSET MANAGEMENT LLC	8	1	0.04%	0.06%	0.10%	Q3 2018	Q1 2022	12
Costello Asset Management, INC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Cedar Brook Financial Partners, LLC	12	12	0.10%	0.15%	0.20%	Q4 2020	Q3 2023	12
McCarthy Asset Management, Inc.	12	12	1.67%	2.34%	3.05%	Q4 2020	Q3 2023	12
OSTERWEIS CAPITAL MANAGEMENT INC	12	12	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	12
HARTLINE INVESTMENT CORP/	4	1	0.04%	0.06%	0.08%	Q4 2013	Q2 2020	12
TIEMANN INVESTMENT ADVISORS, LLC	12	12	0.15%	0.16%	0.18%	Q4 2020	Q3 2023	12
North Star Investment Management Corp.	12	12	0.01%	0.03%	0.04%	Q4 2020	Q3 2023	12
Smith Anglin Financial, LLC	12	12	0.09%	0.14%	0.18%	Q4 2020	Q3 2023	12
Baker Avenue Asset Management, LP	12	12	0.01%	0.02%	0.04%	Q4 2020	Q3 2023	12
Berman Capital Advisors, LLC	12	12	0.01%	0.01%	0.01%	Q4 2018	Q3 2021	12
Broadview Financial Management, LLC	12	12	0.17%	0.20%	0.23%	Q4 2020	Q3 2023	12
Wells Financial Advisors INC	12	12	0.00%	0.02%	0.04%	Q4 2020	Q3 2023	12
Compass Advisory Group LLC	12	12	0.89%	1.34%	3.94%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	1.37%	1.70%	2.20%	Q4 2020	Q3 2023	12
Brand Asset Management Group, Inc.	12	12	0.05%	0.06%	0.07%	Q2 2018	Q1 2021	12
UMB Bank, n.a.	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
JBJ Investment Partners, LLC	12	12	9.38%	14.85%	19.27%	Q1 2019	Q4 2021	12
Game Plan Financial Advisors, LLC	10	2	1.67%	1.98%	2.56%	Q4 2019	Q4 2022	12
Renaissance Technologies	4	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.05%	0.06%	0.07%	Q4 2015	Q3 2018	12
Sovereign Financial Group, Inc.	12	12	0.12%	0.16%	0.22%	Q4 2020	Q3 2023	12
Robbins Farley	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Aurora Private Wealth, Inc.	12	12	2.01%	3.33%	4.73%	Q4 2019	Q3 2022	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.00%	0.00%	Q2 2013	Q1 2016	12
Everhart Financial Group, Inc.	12	12	3.53%	5.22%	7.48%	Q4 2020	Q3 2023	12
InterOcean Capital Group, LLC	12	12	0.02%	0.04%	0.05%	Q4 2020	Q3 2023	12
American Financial Advisors, LLC	8	4	0.03%	0.04%	0.06%	Q3 2020	Q3 2023	12
Black Diamond Financial, LLC	12	12	0.08%	0.09%	0.12%	Q4 2020	Q3 2023	12
Integrated Advisors Network LLC	12	12	0.02%	0.06%	0.08%	Q4 2020	Q3 2023	12
Spire Wealth Management	11	11	0.01%	0.03%	0.04%	Q1 2021	Q3 2023	11
Rollins Financial	8	3	0.11%	0.14%	0.18%	Q4 2020	Q3 2023	11
Planned Solutions, Inc.	7	4	0.61%	0.76%	0.94%	Q3 2020	Q2 2023	11
FIRETHORN WEALTH PARTNERS, LLC	8	3	0.64%	0.80%	1.42%	Q4 2020	Q3 2023	11
Selective Wealth Management, Inc.	7	4	0.01%	0.03%	0.08%	Q3 2019	Q3 2022	11
Virtue Capital Management, LLC	11	11	0.04%	0.40%	0.66%	Q1 2021	Q3 2023	11
Willingdon Wealth Management	11	11	0.01%	0.01%	0.02%	Q3 2017	Q1 2020	11
Bridgewater Advisors Inc.	11	11	0.12%	0.22%	0.35%	Q1 2021	Q3 2023	11
PACIFIC CAPITAL WEALTH ADVISORS, INC	10	1	0.01%	0.97%	1.51%	Q3 2020	Q3 2023	11
YorkBridge Wealth Partners, LLC	11	11	0.01%	0.01%	0.01%	Q4 2016	Q2 2019	11
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10	1	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	11
ASSETMARK, INC	7	4	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	11
ALBION FINANCIAL GROUP /UT	10	1	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	11
LifeSteps Financial, Inc.	9	2	0.21%	0.23%	0.28%	Q4 2020	Q3 2023	11
Benson Investment Management Company, Inc.	10	1	0.00%	0.00%	0.01%	Q4 2016	Q2 2020	11
Kingsview Wealth Management, LLC	11	11	0.13%	0.24%	0.46%	Q1 2017	Q3 2019	11
OPUS INVESTMENT MANAGEMENT INC	11	11	0.07%	0.36%	1.12%	Q1 2021	Q3 2023	11
Regent Peak Wealth Advisors LLC	10	1	0.02%	0.22%	0.45%	Q4 2020	Q3 2023	11
Paracle Advisors, LLC	8	3	0.05%	0.08%	0.13%	Q1 2017	Q1 2021	11
B&D White Capital Company, LLC	10	1	0.08%	0.17%	0.35%	Q4 2020	Q3 2023	11
LifePro Asset Management	11	11	0.17%	0.30%	0.53%	Q4 2020	Q2 2023	11
IEQ CAPITAL, LLC	11	11	0.01%	0.01%	0.03%	Q1 2021	Q3 2023	11
Ellis Investment Partners, LLC	11	11	0.01%	0.01%	0.01%	Q2 2019	Q4 2021	11
American Investment Services, Inc.	11	11	2.85%	3.43%	3.99%	Q1 2021	Q3 2023	11
WOLFF WIESE MAGANA LLC	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
Gerber Kawasaki Wealth & Investment Management	9	2	0.03%	0.05%	0.08%	Q4 2020	Q3 2023	11
Ullmann Wealth Partners Group, LLC	11	11	0.17%	0.26%	0.38%	Q1 2021	Q3 2023	11
First Capital Advisors Group, LLC.	7	4	0.02%	0.36%	1.14%	Q1 2017	Q2 2023	11
CAPITAL INSIGHT PARTNERS, LLC	7	4	0.05%	0.05%	0.05%	Q4 2020	Q3 2023	11
ROCKLAND TRUST CO	11	11	0.18%	0.25%	0.31%	Q3 2019	Q1 2022	11
Nachman Norwood & Parrott, Inc	11	11	0.11%	0.14%	0.16%	Q4 2018	Q2 2021	11
Bison Wealth, LLC	11	11	0.01%	0.07%	0.09%	Q4 2019	Q2 2022	11
BESSEMER GROUP INC	9	2	0.00%	0.06%	0.38%	Q4 2014	Q3 2023	11
MBA Advisors LLC	11	11	0.73%	1.12%	1.30%	Q1 2021	Q3 2023	11
Ratio Wealth Group	9	2	0.07%	0.09%	0.13%	Q4 2020	Q3 2023	11
TRUEWEALTH LLC	11	11	0.01%	0.09%	0.39%	Q4 2017	Q2 2020	11
Charles Schwab Investment Advisory, Inc.	10	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	11
Private Capital Group, LLC	11	11	0.00%	0.01%	0.01%	Q3 2019	Q1 2022	11
WEALTHSOURCE PARTNERS, LLC	6	1	0.02%	0.03%	0.06%	Q4 2018	Q3 2023	10
Crewe Advisors LLC	10	10	0.05%	0.07%	0.10%	Q2 2021	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.25%	0.64%	0.99%	Q1 2021	Q3 2023	10
QS Investors, LLC	8	2	0.00%	0.00%	0.00%	Q2 2016	Q4 2018	10
ACAS, LLC	6	4	0.51%	0.74%	0.91%	Q1 2021	Q3 2023	10
Van Hulzen Asset Management, LLC	6	4	0.02%	0.05%	0.08%	Q4 2020	Q3 2023	10
Huber Financial Advisors, LLC	10	10	0.54%	0.63%	0.80%	Q4 2017	Q1 2020	10
Human Investing LLC	10	10	0.07%	0.07%	0.08%	Q4 2018	Q1 2021	10
Choate Investment Advisors	10	10	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	10
SIMPLEX TRADING, LLC	4	1	0.00%	0.00%	0.00%	Q2 2015	Q1 2023	10
HM PAYSON & CO	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Hills Bank & Trust Co	10	10	0.06%	0.07%	0.08%	Q2 2021	Q3 2023	10
Efficient Market Advisors, LLC	10	10	0.00%	0.00%	0.00%	Q3 2013	Q4 2015	10
Coastal Bridge Advisors, LLC	10	10	0.14%	0.17%	0.20%	Q4 2017	Q1 2020	10
Johnson Midwest Financial, LLC	10	10	0.02%	0.03%	0.06%	Q2 2021	Q3 2023	10
Horan Securities, Inc.	8	1	0.02%	0.17%	0.72%	Q2 2019	Q3 2023	10
LifePlan Financial Group, Inc	7	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2020	10
Brookstone Capital Management	10	10	0.02%	0.03%	0.04%	Q2 2021	Q3 2023	10
Cypress Point Wealth Management, LLC	6	4	0.22%	1.36%	4.44%	Q4 2020	Q3 2023	10
Vanguard Personalized Indexing Management, LLC	10	10	0.02%	0.07%	0.15%	Q3 2020	Q4 2022	10
Janney Montgomery Scott LLC	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
Clearstead Advisors, LLC	9	1	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	10
U.S. Capital Wealth Advisors, LLC	9	9	0.01%	0.03%	0.05%	Q3 2021	Q3 2023	10
Platte River Wealth Advisors, LLC	7	1	0.10%	0.13%	0.29%	Q4 2019	Q3 2023	10
HC FINANCIAL ADVISORS INC	10	10	0.00%	0.10%	0.15%	Q1 2020	Q2 2022	10
Patriot Financial Group Insurance Agency, LLC	7	3	0.02%	0.03%	0.03%	Q2 2019	Q2 2022	10
Aberdeen Wealth Management LLC	8	2	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	10
Rappaport Reiches Capital Management, LLC	10	10	0.26%	0.95%	1.52%	Q2 2021	Q3 2023	10
Klingman & Associates, LLC	6	4	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	10
GROUP ONE TRADING, L.P.	3	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	10
Trexquant Investment LP	4	1	0.01%	0.05%	0.20%	Q4 2019	Q3 2023	10
Avion Wealth	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
DOWLING & YAHNKE LLC	10	10	0.01%	0.02%	0.02%	Q2 2020	Q3 2022	10
WEDBUSH SECURITIES INC	10	10	0.02%	0.04%	0.07%	Q2 2021	Q3 2023	10
MOTIVE WEALTH ADVISORS	10	10	5.44%	6.53%	8.75%	Q2 2021	Q3 2023	10
Highland Private Wealth Management	10	10	0.04%	0.05%	0.06%	Q2 2020	Q3 2022	10
Aspen Investment Management Inc	10	10	0.14%	0.19%	0.27%	Q3 2017	Q4 2019	10
COLTON GROOME FINANCIAL ADVISORS, LLC	10	10	0.16%	0.18%	0.21%	Q2 2021	Q3 2023	10
FORT PITT CAPITAL GROUP INC	10	10	1.26%	3.29%	6.36%	Q2 2013	Q3 2015	10
Morningstar Investment Services LLC	10	10	0.04%	0.27%	0.42%	Q2 2021	Q3 2023	10
Savior LLC	9	9	0.00%	0.10%	0.15%	Q4 2019	Q4 2021	9
American Money Management, LLC	9	9	0.07%	0.08%	0.09%	Q3 2021	Q3 2023	9
Aveo Capital Partners, LLC	5	4	0.03%	0.09%	0.18%	Q1 2021	Q3 2023	9
Acropolis Investment Management, LLC	6	3	0.01%	0.01%	0.02%	Q1 2019	Q1 2022	9
Aurora Investment Managers, LLC.	7	2	0.16%	0.44%	1.37%	Q4 2019	Q3 2023	9
WASHINGTON TRUST Co	7	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	9
CITIZENS FINANCIAL GROUP INC/RI	6	1	0.01%	0.02%	0.03%	Q1 2019	Q3 2023	9
Integrated Wealth Management	9	9	0.03%	0.21%	0.60%	Q1 2015	Q1 2017	9
Squar Milner Financial Services LLC	7	2	0.02%	0.17%	0.31%	Q4 2017	Q1 2020	9
OPPENHEIMER ASSET MANAGEMENT INC.	6	3	0.00%	0.00%	0.00%	Q1 2017	Q1 2020	9
Concord Wealth Partners	7	2	0.00%	0.01%	0.02%	Q4 2020	Q1 2023	9
BOSTON FINANCIAL MANGEMENT LLC	9	9	0.01%	0.01%	0.02%	Q3 2021	Q3 2023	9
Tatro Capital, LLC	8	1	0.49%	1.71%	10.43%	Q4 2019	Q1 2022	9
TFO Wealth Partners, LLC	9	9	0.00%	0.02%	0.03%	Q3 2021	Q3 2023	9
Lindbrook Capital, LLC	8	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	9
Cordasco Financial Network	9	9	0.00%	0.00%	0.01%	Q2 2020	Q2 2022	9
Opes Advisors Inc	9	9	2.48%	3.61%	4.91%	Q4 2016	Q4 2018	9
Livingston Group Asset Management CO (operating as Southport Capital Management)	9	9	0.26%	0.39%	0.55%	Q1 2020	Q1 2022	9
Omnia Family Wealth, LLC	5	2	0.20%	2.80%	5.37%	Q4 2018	Q2 2022	9
LEO BROKERAGE, LLC	5	2	0.32%	1.74%	3.14%	Q3 2020	Q2 2023	9
COLDSTREAM CAPITAL MANAGEMENT INC	5	4	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	9
SevenBridge Financial Group, LLC	8	1	0.03%	0.10%	0.13%	Q2 2019	Q4 2021	9
Five Oceans Advisors	9	9	4.69%	7.08%	11.44%	Q3 2021	Q3 2023	9
GPS Wealth Strategies Group, LLC	6	3	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	9
Stanford Investment Group, Inc.	9	9	0.01%	0.01%	0.01%	Q4 2014	Q4 2016	9
SG Americas Securities, LLC	2	1	0.01%	0.02%	0.08%	Q4 2013	Q3 2018	9
Aletheian Wealth Advisors LLC	9	9	0.40%	0.50%	0.69%	Q4 2021	Q4 2023	9
Ten Capital Wealth Advisors, LLC	8	1	0.01%	0.09%	0.14%	Q1 2021	Q2 2023	9
FFT WEALTH MANAGEMENT LLC	9	9	7.24%	8.63%	10.22%	Q3 2021	Q3 2023	9
LAKE STREET ADVISORS GROUP, LLC	9	9	0.10%	0.12%	0.20%	Q3 2021	Q3 2023	9
BROWN BROTHERS HARRIMAN & CO	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Grant/GrossMendelsohn, LLC	9	9	0.34%	0.67%	1.65%	Q3 2021	Q3 2023	9
Newman & Schimel, LLC	9	9	0.48%	1.33%	2.11%	Q4 2020	Q4 2022	9
Lee Financial Co	8	1	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	9
OptiFour Integrated Wealth Management, LLC	9	9	9.47%	10.95%	12.14%	Q4 2017	Q4 2019	9
WOLVERINE TRADING, LLC	3	1	0.00%	0.00%	0.00%	Q2 2016	Q1 2022	9
PITTENGER & ANDERSON INC	4	1	0.00%	0.01%	0.02%	Q4 2014	Q1 2021	9
SAGE RHINO CAPITAL LLC	8	1	0.08%	0.09%	0.12%	Q4 2019	Q3 2023	9
Essex LLC	9	9	0.53%	0.64%	0.73%	Q3 2021	Q3 2023	9
Claro Advisors LLC	9	9	0.20%	0.24%	0.29%	Q3 2020	Q3 2022	9
Cross Staff Investments Inc	8	8	0.86%	1.15%	1.44%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	0.66%	1.09%	1.38%	Q3 2021	Q3 2023	8
INSIGHT 2811, INC.	6	2	0.18%	0.31%	0.46%	Q4 2020	Q2 2023	8
LGL PARTNERS, LLC	8	8	8.89%	11.77%	13.54%	Q4 2021	Q3 2023	8
Voit & Company, LLC	8	8	2.14%	2.49%	2.78%	Q4 2018	Q3 2020	8
CARDIFF PARK ADVISORS, LLC	8	8	0.52%	0.68%	1.13%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.07%	0.18%	0.33%	Q4 2021	Q3 2023	8
Consilium Wealth Advisory, LLC	8	8	0.40%	0.46%	0.55%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	1.84%	1.96%	2.22%	Q4 2021	Q3 2023	8
CERTUITY, LLC	8	8	0.05%	0.06%	0.08%	Q4 2020	Q3 2022	8
Spinnaker Investment Group, LLC	8	8	3.73%	4.83%	7.33%	Q4 2021	Q3 2023	8
Twelve Points Wealth Management LLC	8	8	0.47%	0.62%	0.79%	Q4 2021	Q3 2023	8
Socha Financial Group, LLC	8	8	25.87%	31.94%	39.22%	Q4 2021	Q3 2023	8
AdvicePeriod, LLC	8	8	0.13%	2.44%	3.21%	Q2 2018	Q1 2020	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.06%	0.07%	0.09%	Q4 2021	Q3 2023	8
MONECO Advisors, LLC	5	3	0.06%	0.08%	0.10%	Q1 2021	Q3 2023	8
SUNTRUST BANKS INC	6	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2019	8
Silver Oak Advisory Group, Inc.	8	8	2.36%	2.73%	3.50%	Q4 2021	Q3 2023	8
TCG Advisory Services, LLC	8	8	0.07%	0.08%	0.10%	Q4 2020	Q3 2022	8
Beaird Harris Wealth Management, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.42%	0.66%	0.88%	Q4 2021	Q3 2023	8
TOMPKINS FINANCIAL CORP	8	8	0.02%	0.02%	0.02%	Q1 2022	Q4 2023	8
C2C Wealth Management, LLC	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	8
Rinkey Investments	8	8	0.21%	0.32%	0.47%	Q4 2021	Q3 2023	8
O'Dell Group, LLC	5	1	0.02%	0.12%	0.42%	Q4 2019	Q2 2023	8
AHL INVESTMENT MANAGEMENT, INC.	8	8	1.68%	3.38%	4.28%	Q4 2021	Q3 2023	8
RE Dickinson Investment Advisors, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Secrest Blakey & Associates, LLC	8	8	0.82%	0.99%	1.08%	Q4 2017	Q3 2019	8
Biltmore Family Office, LLC	5	1	0.02%	0.04%	0.06%	Q2 2019	Q3 2023	8
Planning Center, Inc.	8	8	0.10%	0.29%	1.14%	Q4 2021	Q3 2023	8
United Asset Strategies, Inc.	8	8	0.04%	0.04%	0.04%	Q4 2021	Q3 2023	8
ML & R WEALTH MANAGEMENT LLC	8	8	0.10%	0.17%	0.33%	Q4 2021	Q3 2023	8
Castleview Partners, LLC	6	1	0.00%	0.04%	0.20%	Q1 2018	Q1 2023	8
CREATIVE FINANCIAL DESIGNS INC /ADV	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
VALICENTI ADVISORY SERVICES INC	8	8	1.39%	2.14%	3.67%	Q4 2021	Q3 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.00%	0.02%	0.03%	Q4 2021	Q3 2023	8
Aquire Wealth Advisors, LLC	8	8	0.19%	0.22%	0.26%	Q4 2021	Q3 2023	8
Laidlaw Wealth Management LLC	7	1	0.20%	0.25%	0.26%	Q4 2020	Q2 2023	8
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	7	1	0.02%	0.03%	0.08%	Q4 2014	Q4 2016	8
Geometric Wealth Advisors	8	8	0.11%	0.93%	4.39%	Q4 2021	Q3 2023	8
IndexIQ Advisors LLC	8	8	0.01%	0.12%	0.24%	Q1 2017	Q4 2018	8
Filbrandt Wealth Management, LLC	8	8	0.72%	1.05%	2.47%	Q4 2019	Q3 2021	8
Simplicity Solutions, LLC	7	1	0.01%	0.08%	0.16%	Q4 2015	Q3 2019	8
Parsec Financial Management, Inc.	5	1	0.01%	0.02%	0.09%	Q4 2018	Q2 2022	8
SIMON QUICK ADVISORS, LLC	6	2	0.00%	0.07%	0.14%	Q4 2019	Q3 2023	8
Mason & Associates Inc	8	8	0.20%	0.23%	0.26%	Q4 2021	Q3 2023	8
DUNCKER STREETT & CO INC	7	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2019	8
Financial Engines Advisors L.L.C.	4	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	8
Kavar Capital Partners, LLC	3	1	0.00%	0.00%	0.00%	Q4 2013	Q2 2019	8
Morling Financial Advisors, LLC	8	8	1.14%	1.40%	1.83%	Q4 2021	Q3 2023	8
DB Fitzpatrick & Co, Inc	8	8	0.14%	0.21%	0.24%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	3.81%	4.83%	5.64%	Q1 2017	Q4 2018	8
Walkner Condon Financial Advisors LLC	8	8	0.08%	0.10%	0.18%	Q4 2021	Q3 2023	8
PROFFITT & GOODSON INC	8	8	0.00%	0.01%	0.01%	Q3 2018	Q2 2020	8
Resolute Advisors LLC	8	8	0.00%	0.01%	0.04%	Q4 2020	Q3 2022	8
Operose Advisors LLC	8	8	0.50%	0.76%	1.12%	Q4 2021	Q3 2023	8
Guardian Wealth Management, Inc.	8	8	1.12%	1.36%	1.86%	Q4 2021	Q3 2023	8
Thrive Wealth Management, LLC	8	8	0.16%	0.20%	0.25%	Q4 2021	Q3 2023	8
Stonegate Investment Group, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Vigilare Wealth Management	4	4	0.12%	0.13%	0.17%	Q2 2021	Q4 2023	8
OLD DOMINION CAPITAL MANAGEMENT INC	8	8	0.20%	0.83%	1.24%	Q1 2017	Q4 2018	8
Clay Northam Wealth Management, LLC	8	8	0.40%	0.42%	0.45%	Q4 2021	Q3 2023	8
BNC WEALTH MANAGEMENT, LLC	8	8	0.57%	0.63%	0.69%	Q4 2021	Q3 2023	8
Avant Capital LLC	8	8	3.66%	3.75%	3.87%	Q4 2021	Q3 2023	8
Oxinas Partners Wealth Management LLC	8	8	0.14%	0.50%	1.45%	Q4 2021	Q3 2023	8
Burleson & Company, LLC	8	8	0.00%	0.01%	0.03%	Q1 2021	Q4 2022	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.02%	0.08%	0.19%	Q4 2021	Q3 2023	8
OPTIONS SOLUTIONS, LLC	8	8	0.51%	0.57%	0.65%	Q4 2021	Q3 2023	8
ASPIRIANT, LLC	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.01%	0.01%	0.03%	Q4 2021	Q3 2023	8
Wilson & Boucher Capital Management, LLC	8	8	3.86%	3.95%	4.07%	Q4 2021	Q3 2023	8
UBS ASSET MANAGEMENT AMERICAS INC	7	1	0.00%	0.01%	0.06%	Q1 2018	Q3 2022	8
Royal Capital Wealth Management, LLC	8	8	0.31%	0.34%	0.46%	Q4 2021	Q3 2023	8
HoyleCohen, LLC	8	8	0.04%	0.04%	0.04%	Q4 2021	Q3 2023	8
Rainsberger Wealth Advisors, Inc.	8	8	5.59%	6.06%	6.53%	Q4 2021	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	0.38%	0.40%	0.42%	Q4 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Brooklyn FI, LLC	8	8	0.79%	2.15%	7.10%	Q4 2021	Q3 2023	8
Members Advisory Group LLC	8	8	22.20%	23.77%	26.70%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.18%	0.32%	0.59%	Q4 2021	Q3 2023	8
Blooom, Inc.	8	8	0.66%	1.02%	1.53%	Q4 2020	Q3 2022	8
Morton Brown Family Wealth, LLC	8	8	21.16%	24.22%	27.06%	Q4 2021	Q3 2023	8
Revolve Wealth Partners, LLC	8	8	0.08%	0.10%	0.12%	Q4 2021	Q3 2023	8
Orcam Financial Group	8	8	7.75%	8.77%	10.23%	Q4 2021	Q3 2023	8
Cassady Schiller Wealth Management, LLC	8	8	1.79%	2.14%	2.76%	Q4 2021	Q3 2023	8
Schrum Private Wealth Management LLC	8	8	0.29%	0.32%	0.34%	Q4 2021	Q3 2023	8
Beacon Financial Advisory LLC	7	7	0.28%	0.29%	0.31%	Q4 2020	Q2 2022	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.01%	0.02%	0.03%	Q4 2021	Q2 2023	7
Slow Capital, Inc.	6	1	0.00%	0.28%	0.37%	Q1 2018	Q4 2021	7
JFG Wealth Management, LLC	6	1	0.02%	0.62%	1.08%	Q4 2018	Q3 2020	7
MAI Capital Management	4	3	0.00%	0.02%	0.03%	Q4 2021	Q3 2023	7
Regent Investment Management LLC	3	1	0.05%	0.19%	0.41%	Q4 2013	Q4 2021	7
Johnson Financial Group, LLC	6	1	0.20%	0.52%	0.95%	Q1 2018	Q1 2020	7
SII INVESTMENTS INC/WI	6	1	0.02%	0.02%	0.04%	Q3 2014	Q4 2017	7
BDO Wealth Advisors, LLC	7	7	0.00%	0.00%	0.00%	Q3 2021	Q1 2023	7
Integrity Financial Corp /WA	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Johnson Financial Group, Inc.	5	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	7
Stratos Wealth Partners, LTD.	3	1	0.00%	0.01%	0.03%	Q1 2017	Q3 2023	7
Zeit Capital LLC	7	7	0.00%	0.01%	0.02%	Q1 2021	Q3 2022	7
Index Fund Advisors, Inc.	7	7	0.03%	0.05%	0.12%	Q4 2021	Q2 2023	7
JAMES INVESTMENT RESEARCH INC	7	7	0.00%	0.06%	0.14%	Q1 2022	Q3 2023	7
LVZ, Inc.	5	2	0.06%	0.11%	0.20%	Q2 2016	Q2 2018	7
Tyler-Stone Wealth Management	5	2	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	7
Realta Investment Advisors	3	2	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	7
BKA Wealth Consulting, Inc.	7	7	0.40%	0.42%	0.45%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.05%	0.09%	0.14%	Q1 2022	Q3 2023	7
FULTON BREAKEFIELD BROENNIMAN LLC	4	3	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	7
Edge Advisors, LLC	7	7	0.13%	0.14%	0.15%	Q4 2016	Q2 2018	7
Beacon Capital Management, LLC	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
AVANTAX ADVISORY SERVICES, INC.	3	1	0.00%	0.01%	0.04%	Q1 2019	Q3 2023	7
ADAMSBROWN WEALTH CONSULTANTS LLC	4	3	0.12%	0.16%	0.23%	Q4 2021	Q3 2023	7
Somerset Group LLC	7	7	0.20%	0.24%	0.29%	Q1 2018	Q3 2019	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.02%	0.06%	0.12%	Q1 2022	Q3 2023	7
Aspire Capital Advisors LLC	7	7	1.31%	1.83%	3.14%	Q1 2022	Q3 2023	7
CREDIT SUISSE AG/	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
CENTAURUS FINANCIAL, INC.	6	1	0.00%	0.04%	0.06%	Q2 2018	Q3 2020	7
GIRARD PARTNERS LTD.	7	7	0.07%	0.07%	0.08%	Q1 2017	Q3 2018	7
Curi Wealth Management, LLC	7	7	0.01%	0.08%	0.13%	Q1 2022	Q3 2023	7
Worth Asset Management, LLC	7	7	0.02%	0.11%	0.40%	Q1 2022	Q3 2023	7
EVOKE WEALTH, LLC	7	7	0.00%	0.06%	0.37%	Q1 2022	Q3 2023	7
Cahill Wealth Management, LLC	7	7	0.60%	0.72%	0.84%	Q1 2022	Q3 2023	7
Hoover Financial Advisors, Inc.	7	7	1.23%	1.96%	2.88%	Q4 2019	Q2 2021	7
FIRST MANHATTAN CO. LLC.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
WADE G W & INC	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
Alaska Permanent Capital Management	6	1	0.15%	0.49%	0.62%	Q2 2013	Q1 2019	7
Ironwood Investment Counsel, LLC	7	7	0.08%	0.11%	0.12%	Q1 2022	Q3 2023	7
Three Bridge Wealth Advisors, LLC	7	7	0.12%	0.15%	0.17%	Q1 2022	Q3 2023	7
Ledge Wealth Management, Inc.	7	7	0.10%	0.13%	0.17%	Q1 2022	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	1.80%	2.13%	2.52%	Q2 2020	Q4 2021	7
Baldwin Investment Management, LLC	4	1	0.03%	0.06%	0.10%	Q3 2017	Q1 2022	7
Financial Gravity Asset Management, Inc.	4	3	0.00%	0.04%	0.13%	Q1 2019	Q3 2023	7
Maxim Capital Management LLC	7	7	0.23%	0.27%	0.34%	Q4 2018	Q2 2020	7
SJS Investment Consulting Inc.	5	2	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	7
Total Clarity Wealth Management, Inc.	7	7	0.14%	0.17%	0.22%	Q1 2022	Q3 2023	7
LIBRA WEALTH LLC	7	7	0.22%	6.81%	18.27%	Q1 2022	Q3 2023	7
ICONIQ Capital, LLC	7	7	0.04%	0.05%	0.08%	Q3 2016	Q1 2018	7
Hexagon Capital Partners LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Joule Financial, LLC	6	6	0.65%	0.77%	0.95%	Q2 2022	Q3 2023	6
First PREMIER Bank	6	6	0.02%	0.02%	0.03%	Q2 2021	Q3 2022	6
Great Lakes Retirement, Inc.	4	2	2.28%	2.95%	3.84%	Q4 2019	Q3 2023	6
Seaside Wealth Management, Inc.	6	6	1.07%	1.64%	1.96%	Q2 2022	Q3 2023	6
Strategic Equity Management	4	2	0.55%	0.91%	1.50%	Q1 2022	Q3 2023	6
Ciovacco Capital Management LLC	6	6	0.59%	2.74%	4.80%	Q4 2020	Q1 2022	6
Key FInancial Inc	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
Lenox Wealth Management, Inc.	6	6	0.00%	0.03%	0.06%	Q1 2019	Q2 2020	6
Orion Portfolio Solutions, LLC	3	3	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	6
Tranquility Partners, LLC	6	6	0.10%	0.12%	0.13%	Q2 2022	Q3 2023	6
Kernodle & Katon Asset Management Group, LLC	6	6	0.03%	0.06%	0.10%	Q4 2015	Q1 2017	6
Passive Capital Management, LLC.	6	6	4.18%	4.81%	5.89%	Q4 2021	Q1 2023	6
Fortis Advisors, LLC	6	6	0.03%	0.03%	0.04%	Q2 2022	Q3 2023	6
Leonetti & Associates, LLC	6	6	0.06%	0.07%	0.10%	Q3 2017	Q4 2018	6
SAGE FINANCIAL GROUP INC	6	6	0.03%	0.03%	0.03%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.00%	0.01%	0.01%	Q4 2020	Q1 2022	6
Wedmont Private Capital	6	6	0.04%	0.06%	0.10%	Q4 2021	Q1 2023	6
GREENLEAF TRUST	5	1	0.00%	0.01%	0.01%	Q1 2021	Q1 2023	6
BREITER CAPITAL MANAGEMENT INC	6	6	0.96%	2.93%	3.96%	Q4 2017	Q1 2019	6
DEUTSCHE BANK AG\	2	1	0.00%	0.00%	0.00%	Q1 2018	Q2 2021	6
REINHART PARTNERS, LLC.	6	6	0.03%	0.08%	0.14%	Q4 2013	Q1 2015	6
Adams Wealth Management	5	1	0.01%	0.27%	0.43%	Q3 2020	Q3 2023	6
Essex Savings Bank	3	3	0.01%	0.07%	0.13%	Q4 2018	Q3 2023	6
BHK Investment Advisors, LLC	6	6	0.23%	0.74%	1.18%	Q2 2018	Q3 2019	6
COLUMBIA ADVISORY PARTNERS LLC	5	1	0.21%	0.28%	0.47%	Q4 2021	Q3 2023	6
Balentine LLC	4	2	0.01%	0.11%	0.16%	Q4 2018	Q3 2023	6
IFS Advisors, LLC	6	6	0.00%	0.00%	0.00%	Q3 2022	Q4 2023	6
Affinity Capital Advisors, LLC	6	6	0.08%	0.09%	0.10%	Q4 2020	Q1 2022	6
Relative Value Partners Group, LLC	5	1	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	6
BAKER TILLY WEALTH MANAGEMENT, LLC	6	6	0.10%	0.18%	0.24%	Q2 2022	Q3 2023	6
Astoria Portfolio Advisors LLC.	6	6	0.11%	0.19%	0.30%	Q4 2021	Q1 2023	6
Crosspoint Capital Strategies, LLC	6	6	0.00%	0.00%	0.01%	Q3 2014	Q4 2015	6
Schubert & Co	6	6	0.01%	0.02%	0.02%	Q4 2021	Q1 2023	6
UBS AG	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Qube Research & Technologies Ltd	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Custos Family Office, LLC	6	6	0.26%	0.29%	0.32%	Q2 2022	Q3 2023	6
Apella Capital, LLC	3	1	0.02%	0.02%	0.03%	Q4 2021	Q4 2023	6
CANTOR FITZGERALD, L. P.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Csenge Advisory Group	6	6	0.16%	0.17%	0.18%	Q2 2022	Q3 2023	6
Financial Services Advisory Inc	4	2	0.99%	6.71%	15.09%	Q2 2018	Q4 2019	6
Bangor Savings Bank	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Connectus Wealth, LLC	6	6	0.02%	0.02%	0.03%	Q2 2022	Q3 2023	6
Element Wealth, LLC	6	6	0.01%	0.11%	0.18%	Q2 2022	Q3 2023	6
LS Investment Advisors, LLC	6	6	0.00%	0.00%	0.00%	Q1 2019	Q2 2020	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.00%	0.01%	0.02%	Q4 2020	Q1 2022	6
AVALON CAPITAL MANAGEMENT	3	1	0.55%	1.85%	3.54%	Q4 2013	Q3 2016	6
Annapolis Financial Services, LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Litman Gregory Wealth Management LLC	6	6	0.00%	0.00%	0.00%	Q3 2018	Q4 2019	6
Freestone Capital Holdings, LLC	4	2	0.00%	0.01%	0.02%	Q3 2020	Q1 2022	6
MOSELEY INVESTMENT MANAGEMENT INC	6	6	0.16%	0.17%	0.18%	Q2 2022	Q3 2023	6
Mosaic Family Wealth, LLC	6	6	0.01%	0.01%	0.02%	Q4 2017	Q1 2019	6
Reliant Wealth Planning	6	6	0.22%	0.30%	0.50%	Q2 2022	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
TIAA CREF TRUST CO FSB/MO	6	6	0.01%	0.01%	0.01%	Q4 2015	Q1 2017	6
Ferris Capital, LLC	5	1	0.00%	0.01%	0.01%	Q2 2017	Q1 2019	6
TRIAD FINANCIAL ADVISORS, INC.	4	2	0.08%	0.11%	0.15%	Q4 2021	Q3 2023	6
Merit Financial Group, LLC	3	3	0.02%	0.03%	0.03%	Q4 2019	Q4 2022	6
Hanlon Investment Management, Inc.	6	6	0.05%	0.13%	0.29%	Q1 2019	Q2 2020	6
CFO4Life Group, LLC	6	6	0.83%	1.33%	1.51%	Q3 2018	Q4 2019	6
CANANDAIGUA NATIONAL CORP	6	6	0.04%	0.04%	0.04%	Q4 2020	Q1 2022	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
VECTOR WEALTH MANAGEMENT, LLC	3	3	0.15%	1.71%	4.67%	Q1 2013	Q4 2016	6
Winthrop Advisory Group LLC	6	6	3.02%	3.15%	3.57%	Q2 2022	Q3 2023	6
HERITAGE WEALTH MANAGEMENT, LLC	4	2	0.01%	0.01%	0.02%	Q2 2021	Q4 2022	6
Triangle Securities Wealth Management	4	1	0.10%	0.34%	0.91%	Q4 2016	Q3 2023	6
CALIBER WEALTH MANAGEMENT, LLC	6	6	0.26%	0.29%	0.33%	Q2 2022	Q3 2023	6
Provident Wealth Management, LLC	6	6	0.01%	0.01%	0.01%	Q1 2022	Q2 2023	6
SILVER OAK SECURITIES, INCORPORATED	6	6	0.04%	0.09%	0.17%	Q2 2022	Q3 2023	6
Winfield Associates, Inc.	5	5	0.00%	0.00%	0.00%	Q4 2016	Q4 2017	5
Regal Investment Advisors LLC	4	1	0.00%	0.02%	0.10%	Q2 2013	Q3 2015	5
MGO ONE SEVEN LLC	5	5	0.02%	0.04%	0.04%	Q1 2021	Q1 2022	5
GoalVest Advisory LLC	5	5	0.01%	0.01%	0.01%	Q1 2022	Q1 2023	5
Virtu Financial LLC	3	1	0.01%	0.04%	0.08%	Q2 2015	Q3 2017	5
CADINHA & CO LLC	5	5	0.03%	0.05%	0.05%	Q3 2018	Q3 2019	5
PIERSHALE FINANCIAL GROUP, INC.	5	5	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	5
Gleason Group, Inc.	4	1	0.00%	0.26%	0.33%	Q1 2021	Q3 2023	5
Evolution Advisers, Inc.	5	5	0.00%	0.01%	0.02%	Q3 2022	Q3 2023	5
Paulson Wealth Management Inc.	3	2	0.14%	0.16%	0.17%	Q1 2019	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	0.40%	0.42%	0.43%	Q3 2022	Q3 2023	5
McClarren Financial Advisors, Inc.	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
MACROVIEW INVESTMENT MANAGEMENT LLC	3	2	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	5
Berger Financial Group, Inc	5	5	0.03%	0.04%	0.05%	Q2 2021	Q2 2022	5
Roger Wittlin Investment Advisory, LLC	4	1	6.97%	8.36%	10.77%	Q2 2022	Q3 2023	5
NVWM, LLC	3	2	0.00%	0.00%	0.01%	Q2 2020	Q4 2021	5
SMITH CHAS P & ASSOCIATES PA CPAS	4	1	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	5
FSM Wealth Advisors, LLC	5	5	0.37%	0.38%	0.40%	Q3 2022	Q3 2023	5
JONES FINANCIAL COMPANIES LLLP	4	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	5
Wealthspire Advisors, LLC	3	1	0.01%	0.01%	0.02%	Q3 2021	Q3 2023	5
Ackerman Capital Advisors, LLC	4	1	0.38%	9.21%	20.34%	Q4 2018	Q1 2020	5
FIRST BUSINESS FINANCIAL SERVICES, INC.	3	1	0.39%	1.06%	1.54%	Q4 2016	Q4 2019	5
Palisade Asset Management, LLC	5	5	0.03%	0.04%	0.05%	Q4 2020	Q4 2021	5
True Link Financial Advisors, LLC	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
First Personal Financial Services	3	2	0.01%	0.03%	0.07%	Q3 2016	Q4 2022	5
Sound Income Strategies, LLC	3	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	5
Alera Investment Advisors, LLC	5	5	0.07%	0.08%	0.09%	Q2 2021	Q2 2022	5
Sage Mountain Advisors LLC	4	1	0.01%	0.18%	0.30%	Q4 2021	Q3 2023	5
Fisher Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q2 2023	5
HARVEST GROUP WEALTH MANAGEMENT, LLC	5	5	0.00%	0.05%	0.15%	Q2 2019	Q2 2020	5
CABANA LLC	5	5	0.02%	0.06%	0.14%	Q2 2019	Q2 2020	5
Kore Private Wealth LLC	3	2	0.00%	0.00%	0.00%	Q4 2018	Q2 2020	5
Noven Financial Group, Inc.	5	5	0.11%	0.19%	0.26%	Q1 2019	Q1 2020	5
Country Club Trust Company, n.a.	5	5	0.02%	0.02%	0.02%	Q3 2020	Q3 2021	5
Hochman Cole Investment Advisors, Inc.	5	5	0.33%	0.38%	0.50%	Q4 2018	Q4 2019	5
Independent Advisor Alliance	5	5	0.03%	0.22%	0.64%	Q3 2022	Q3 2023	5
CWA Asset Management Group, LLC	4	1	0.03%	0.04%	0.05%	Q3 2018	Q4 2019	5
Your Advocates Ltd., LLP	5	5	0.14%	0.15%	0.16%	Q3 2022	Q3 2023	5
BALDWIN BROTHERS LLC/MA	5	5	0.02%	0.03%	0.03%	Q4 2022	Q4 2023	5
LBA Wealth Management, LLC	5	5	0.03%	0.04%	0.04%	Q1 2014	Q1 2015	5
Compass Financial Group, INC/SD	5	5	2.19%	5.21%	7.99%	Q4 2022	Q4 2023	5
Cadence Wealth Management LLC	5	5	0.20%	0.36%	0.44%	Q1 2021	Q1 2022	5
Argentus Capital Management, LLC	5	5	0.01%	0.03%	0.07%	Q3 2015	Q3 2016	5
Capital Wealth Planning, LLC	4	1	0.04%	0.05%	0.07%	Q2 2019	Q3 2021	5
Eudaimonia Partners, LLC	5	5	0.09%	0.50%	1.22%	Q3 2020	Q3 2021	5
WFG Advisors, LP	5	5	0.00%	0.01%	0.01%	Q4 2013	Q4 2014	5
Stone Asset Management Inc.	5	5	0.37%	0.39%	0.44%	Q4 2021	Q4 2022	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.56%	0.72%	1.05%	Q4 2018	Q4 2019	5
Better Money Decisions, LLC	3	1	0.01%	0.12%	0.18%	Q1 2021	Q2 2023	5
Capasso Planning Partners LLC	5	5	0.15%	0.16%	0.20%	Q4 2021	Q4 2022	5
ROMAN BUTLER FULLERTON & CO	5	5	0.71%	0.78%	0.83%	Q4 2018	Q4 2019	5
APPLETON PARTNERS INC/MA	5	5	0.03%	0.04%	0.04%	Q4 2022	Q4 2023	5
REDMONT WEALTH ADVISORS LLC	5	5	0.53%	0.62%	0.72%	Q4 2021	Q4 2022	5
Yorktown Management & Research Co Inc	4	1	0.28%	0.55%	0.93%	Q3 2015	Q3 2017	5
Placemark Investments, Inc.	5	5	0.00%	0.00%	0.00%	Q3 2013	Q3 2014	5
James J. Burns & Company, LLC	5	5	1.95%	2.08%	2.22%	Q3 2022	Q3 2023	5
CPWM, LLC	4	1	0.03%	0.03%	0.04%	Q3 2018	Q1 2020	5
Gupta Wealth Management LLC	5	5	0.01%	0.10%	0.28%	Q1 2015	Q1 2016	5
TWO SIGMA SECURITIES, LLC	2	1	0.00%	0.20%	0.62%	Q3 2017	Q4 2021	5
Sterling Financial Planning, Inc.	5	5	0.12%	0.12%	0.13%	Q4 2020	Q4 2021	5
WealthPLAN Partners, LLC	2	1	0.00%	0.02%	0.06%	Q4 2015	Q2 2023	5
Schwab Charitable Fund	5	5	0.24%	0.34%	0.45%	Q4 2018	Q4 2019	5
Wescott Financial Advisory Group, LLC	5	5	0.05%	0.05%	0.06%	Q3 2022	Q3 2023	5
Waverly Advisors, LLC	5	5	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	5
Lighthouse Financial Advisors, Inc.	4	1	0.09%	0.09%	0.11%	Q4 2019	Q1 2021	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	0.38%	0.40%	0.46%	Q1 2020	Q1 2021	5
Rice Partnership, LLC	3	1	0.00%	0.15%	0.22%	Q2 2019	Q3 2023	4
RAYNER & HAYNOR	4	4	0.93%	0.98%	1.04%	Q4 2013	Q3 2014	4
Moss Adams Wealth Advisors LLC	4	4	0.05%	0.06%	0.07%	Q4 2022	Q3 2023	4
BRINKER CAPITAL INC	2	2	0.02%	0.07%	0.11%	Q3 2013	Q4 2014	4
FREEDOM WEALTH ALLIANCE, LLC	4	4	16.35%	19.15%	22.15%	Q4 2022	Q3 2023	4
Roof Advisory Group, Inc.	4	4	0.11%	0.68%	2.36%	Q2 2018	Q1 2019	4
Capstone Financial Group, Inc.	4	4	0.20%	0.24%	0.34%	Q4 2019	Q3 2020	4
Beaumont Financial Partners, LLC	4	4	0.02%	0.47%	1.78%	Q2 2020	Q1 2021	4
WBI INVESTMENTS, LLC	2	1	1.21%	1.44%	1.62%	Q2 2020	Q1 2022	4
Coppell Advisory Solutions LLC	4	4	0.00%	0.04%	0.10%	Q4 2022	Q3 2023	4
Pensionmark Financial Group, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
MYECFO, LLC	4	4	23.68%	24.04%	24.46%	Q4 2022	Q3 2023	4
REBALANCE, LLC	4	4	13.71%	15.72%	17.57%	Q4 2022	Q3 2023	4
Stonebridge Financial Planning Group, LLC	4	4	0.02%	0.02%	0.02%	Q1 2021	Q4 2021	4
INNOVIS ASSET MANAGEMENT LLC	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
CLIFFORD SWAN INVESTMENT COUNSEL LLC	4	4	0.02%	0.02%	0.02%	Q4 2017	Q3 2018	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	2.11%	2.22%	2.38%	Q4 2022	Q3 2023	4
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV	4	4	0.16%	0.45%	1.26%	Q1 2021	Q4 2021	4
ANGELES WEALTH MANAGEMENT, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Eley Financial Management, Inc	4	4	0.54%	0.54%	0.55%	Q4 2022	Q3 2023	4
THOROUGHBRED FINANCIAL SERVICES, LLC	2	2	0.03%	0.04%	0.04%	Q4 2021	Q2 2023	4
Palo Capital, Inc.	4	4	0.47%	0.56%	0.68%	Q1 2018	Q4 2018	4
Kades & Cheifetz LLC	4	4	0.30%	0.31%	0.32%	Q4 2022	Q3 2023	4
Bill Few Associates, Inc.	4	4	0.14%	0.14%	0.14%	Q4 2022	Q3 2023	4
Y-Intercept (Hong Kong) Ltd	2	2	0.04%	0.06%	0.10%	Q2 2022	Q2 2023	4
Bell Investment Advisors, Inc	4	4	0.31%	0.33%	0.38%	Q4 2022	Q3 2023	4
Walker Financial Services, Inc.	3	1	0.21%	0.21%	0.23%	Q1 2022	Q2 2023	4
FutureAdvisor, Inc.	4	4	0.46%	1.18%	1.47%	Q4 2014	Q3 2015	4
CAPITAL ONE FINANCIAL CORP	4	4	0.03%	0.09%	0.13%	Q1 2020	Q4 2020	4
RFG Advisory, LLC	2	1	0.03%	0.03%	0.04%	Q4 2019	Q1 2021	4
Vickerman Investment Advisors, Inc.	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
MONTAG A & ASSOCIATES INC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Avidian Wealth Solutions, LLC	3	1	0.04%	0.12%	0.33%	Q4 2013	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
PERRITT CAPITAL MANAGEMENT INC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
Sterling Group Wealth Management, LLC	4	4	0.26%	0.27%	0.28%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
Schaeffer Financial LLC	4	4	16.84%	17.64%	18.90%	Q4 2021	Q3 2022	4
Institute for Wealth Management, LLC.	1	1	0.00%	0.14%	0.54%	Q2 2013	Q4 2019	4
WEDGEWOOD INVESTORS INC /PA/	4	4	0.24%	0.27%	0.29%	Q1 2021	Q4 2021	4
BRR OpCo, LLC	4	4	0.02%	0.04%	0.09%	Q2 2021	Q1 2022	4
Hamilton Wealth, LLC	4	4	0.20%	0.22%	0.26%	Q2 2019	Q1 2020	4
Ruedi Wealth Management, Inc.	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Per Stirling Capital Management, LLC.	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Independence Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
RGT Wealth Advisors, LLC	4	4	0.15%	0.19%	0.21%	Q4 2021	Q3 2022	4
BANK HAPOALIM BM	4	4	1.53%	2.02%	2.55%	Q3 2021	Q2 2022	4
Sunbelt Securities, Inc.	3	1	0.02%	0.02%	0.03%	Q1 2020	Q3 2023	4
REGENTATLANTIC CAPITAL LLC	3	1	0.00%	0.05%	0.08%	Q4 2014	Q1 2017	4
Visionary Wealth Advisors	3	1	0.02%	0.22%	0.44%	Q4 2020	Q4 2021	4
CHARTIST INC /CA/	1	1	0.14%	0.14%	0.15%	Q2 2013	Q4 2014	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
Ethos Financial Group, LLC	4	4	4.83%	5.67%	6.18%	Q4 2022	Q3 2023	4
ROVIN CAPITAL /UT/ /ADV	3	1	0.19%	0.21%	0.23%	Q4 2019	Q4 2020	4
SP Asset Management	4	4	0.02%	0.02%	0.03%	Q1 2021	Q4 2021	4
BUILDER INVESTMENT GROUP INC /ADV	4	4	0.16%	0.16%	0.17%	Q4 2022	Q3 2023	4
Waterford Advisors, LLC	4	4	0.20%	0.21%	0.22%	Q4 2022	Q3 2023	4
Wallington Asset Management, LLC	4	4	0.01%	0.01%	0.01%	Q1 2014	Q4 2014	4
Milestone Investment Advisors LLC	4	4	3.07%	3.37%	3.58%	Q4 2022	Q3 2023	4
Blue Investment Partners LLC	4	4	5.25%	5.66%	5.83%	Q4 2022	Q3 2023	4
FIRST INTERSTATE BANK	4	4	0.00%	0.00%	0.00%	Q4 2015	Q3 2016	4
Abacus Planning Group, Inc.	4	4	0.10%	0.11%	0.11%	Q4 2022	Q3 2023	4
GODSEY & GIBB, INC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
Cleary Gull Holdings Inc.	4	4	0.00%	0.01%	0.01%	Q2 2015	Q1 2016	4
SG Select LLC	4	4	5.13%	6.42%	7.71%	Q2 2013	Q1 2014	4
Waycross Investment Management Co	4	4	0.66%	0.73%	0.80%	Q4 2022	Q3 2023	4
Virtu KCG Holdings LLC	3	1	0.00%	0.01%	0.04%	Q3 2013	Q4 2016	4
Live Oak Investment Partners	4	4	0.22%	0.22%	0.23%	Q4 2022	Q3 2023	4
KMG FIDUCIARY PARTNERS, LLC	4	4	0.06%	0.09%	0.10%	Q4 2022	Q3 2023	4
Nalls Sherbakoff Group, LLC	3	1	11.27%	14.06%	15.41%	Q4 2018	Q3 2023	4
Leading Edge Financial Planning LLC	4	4	3.62%	4.25%	5.08%	Q4 2022	Q3 2023	4
ANCORA FAMILY WEALTH ADVISORS, LLC	3	1	0.09%	0.10%	0.11%	Q3 2015	Q3 2016	4
Arete Wealth Advisors, LLC	4	4	0.07%	0.08%	0.11%	Q1 2018	Q4 2018	4
Great Waters Wealth Management	4	4	0.38%	0.41%	0.42%	Q4 2022	Q3 2023	4
Creative Capital Management Investments LLC	4	4	0.13%	0.16%	0.20%	Q4 2022	Q3 2023	4
Western Pacific Wealth Management, LP	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Riverwater Partners LLC	2	1	0.17%	0.22%	0.34%	Q4 2021	Q4 2023	4
Farther Finance Advisors, LLC	4	4	0.05%	0.12%	0.20%	Q4 2022	Q3 2023	4
Truvvo Partners LLC	4	4	1.21%	1.51%	1.71%	Q2 2017	Q1 2018	4
Financial Designs Corp	4	4	2.11%	3.55%	4.65%	Q4 2022	Q3 2023	4
Regency Capital Management Inc.\DE	4	4	0.00%	0.01%	0.03%	Q1 2021	Q4 2021	4
Covenant Multifamily Offices, LLC	4	4	0.10%	0.18%	0.31%	Q2 2019	Q1 2020	4
Sensible Financial Planning & Management, LLC.	2	2	0.00%	0.18%	0.40%	Q3 2014	Q3 2015	4
Seed Wealth Management, Inc.	4	4	3.72%	3.99%	4.12%	Q4 2022	Q3 2023	4
Global Wealth Strategies & Associates	2	2	0.00%	0.01%	0.01%	Q4 2022	Q4 2023	4
Waterloo Capital, L.P.	3	1	0.22%	0.38%	0.70%	Q1 2020	Q3 2023	4
First Allied Advisory Services, Inc.	2	1	0.00%	0.01%	0.01%	Q4 2017	Q3 2020	4
ASSOCIATED BANC-CORP	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Capital Group Private Client Services, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Whitaker-Myers Wealth Managers, LTD.	4	4	0.50%	0.59%	0.70%	Q4 2022	Q3 2023	4
Shira Ridge Wealth Management	4	4	0.22%	0.22%	0.23%	Q4 2022	Q3 2023	4
PATHSTONE FAMILY OFFICE, LLC	2	1	0.00%	0.02%	0.05%	Q2 2019	Q3 2023	4
JOYN Advisors, Inc.	4	4	0.00%	0.00%	0.01%	Q1 2018	Q4 2018	4
BLUESTEIN R H & CO LLC	2	1	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	3
Kabarec Financial Advisors, Ltd.	3	3	2.18%	2.47%	2.72%	Q4 2017	Q2 2018	3
Hirtle Callaghan & Co LLC	3	3	0.01%	0.01%	0.01%	Q4 2016	Q2 2017	3
Procyon Advisors, LLC	3	3	0.06%	0.07%	0.07%	Q4 2019	Q2 2020	3
Round Table Services, LLC	3	3	0.06%	0.07%	0.07%	Q1 2022	Q3 2022	3
SkyOak Wealth, LLC	3	3	0.07%	0.15%	0.20%	Q4 2019	Q2 2020	3
Marcum Wealth, LLC	2	1	0.02%	0.03%	0.04%	Q4 2021	Q2 2023	3
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	3	3	0.26%	1.73%	4.60%	Q4 2018	Q2 2019	3
Clear Perspectives Financial Planning, LLC	3	3	0.01%	0.01%	0.01%	Q3 2022	Q1 2023	3
Econ Financial Services Corp	1	1	1.97%	3.23%	4.06%	Q4 2018	Q2 2022	3
Guidant Wealth Advisors	3	3	0.06%	0.06%	0.06%	Q1 2019	Q3 2019	3
Momentum Advisors, LLC	3	3	0.75%	0.80%	0.82%	Q2 2022	Q4 2022	3
COUNTRY TRUST BANK	2	1	0.00%	0.00%	0.00%	Q3 2018	Q1 2021	3
ICA Group Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
GRANDFIELD & DODD, LLC	2	1	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	3
Kovitz Investment Group Partners, LLC	3	3	0.07%	0.08%	0.08%	Q1 2023	Q3 2023	3
ABLE Financial Group, LLC	3	3	0.17%	0.21%	0.24%	Q1 2023	Q3 2023	3
Freedom Investment Management, Inc.	3	3	0.52%	0.61%	0.78%	Q1 2023	Q3 2023	3
Icon Wealth Partners, LLC	1	1	0.00%	0.03%	0.08%	Q4 2017	Q1 2019	3
Arlington Partners LLC	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
American Trust	3	3	0.34%	0.38%	0.41%	Q4 2022	Q2 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.27%	0.28%	0.30%	Q4 2022	Q3 2023	3
Venturi Wealth Management, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
WESPAC Advisors, LLC	3	3	0.55%	0.77%	1.19%	Q1 2015	Q3 2015	3
Midwest Financial Group LLC	3	3	0.64%	0.66%	0.66%	Q1 2023	Q3 2023	3
TD Capital Management LLC	3	3	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	3
TLWM	3	3	0.14%	0.15%	0.16%	Q1 2023	Q3 2023	3
Patten Group, Inc.	3	3	0.00%	0.00%	0.01%	Q2 2018	Q4 2018	3
ARCADIA INVESTMENT MANAGEMENT CORP/MI	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
tru Independence LLC	2	1	0.01%	1.12%	1.86%	Q2 2020	Q1 2021	3
BINGHAM OSBORN & SCARBOROUGH LLC	3	3	0.02%	0.02%	0.03%	Q1 2021	Q3 2021	3
Bordeaux Wealth Advisors LLC	3	3	0.11%	0.12%	0.13%	Q1 2023	Q3 2023	3
Financial Freedom, LLC	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
RIA Advisory Group LLC	3	3	0.11%	0.12%	0.13%	Q1 2023	Q3 2023	3
Parisi Gray Wealth Management	2	1	0.02%	0.04%	0.04%	Q4 2018	Q2 2021	3
KHP Capital, LLC	3	3	0.03%	0.03%	0.03%	Q1 2018	Q3 2018	3
Cape Investment Advisory, Inc.	3	3	14.29%	14.80%	15.11%	Q1 2023	Q3 2023	3
MANUFACTURERS LIFE INSURANCE COMPANY, THE	2	1	0.00%	0.00%	0.00%	Q2 2016	Q4 2017	3
NATIONAL PLANNING CORP	2	1	0.00%	0.04%	0.08%	Q4 2014	Q3 2017	3
SCHRODERS IS Ltd	2	1	1.46%	1.53%	1.67%	Q1 2017	Q4 2017	3
Consolidated Portfolio Review Corp	3	3	0.05%	0.06%	0.07%	Q1 2023	Q3 2023	3
Hutchens & Kramer Investment Management Group, LLC	2	1	0.15%	0.73%	1.08%	Q4 2021	Q4 2022	3
Fusion Family Wealth LLC	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
Regis Acquisition Inc.	3	3	0.25%	0.28%	0.34%	Q1 2023	Q3 2023	3
BENJAMIN EDWARDS INC	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
Midwest Wealth Management Inc.	3	3	0.13%	0.14%	0.15%	Q3 2021	Q1 2022	3
WRAPMANAGER INC	1	1	0.09%	0.21%	0.29%	Q4 2015	Q4 2017	3
New Republic Capital, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Farmers & Merchants Trust Co of Long Beach	3	3	0.38%	0.40%	0.42%	Q4 2022	Q2 2023	3
Crow Point Partners, LLC	3	3	0.00%	0.10%	0.19%	Q3 2017	Q1 2018	3
THOMPSON SIEGEL & WALMSLEY LLC	3	3	0.00%	0.00%	0.00%	Q4 2015	Q2 2016	3
DUBUQUE BANK & TRUST CO	3	3	0.04%	0.04%	0.04%	Q4 2022	Q2 2023	3
KWMG, LLC	3	3	0.01%	0.01%	0.01%	Q3 2018	Q1 2019	3
Noble Family Wealth, LLC	3	3	0.13%	0.14%	0.14%	Q1 2023	Q3 2023	3
Smallwood Wealth Investment Management, LLC	3	3	0.19%	0.20%	0.22%	Q2 2022	Q4 2022	3
Ruggaard & Associates LLC	3	3	0.19%	0.20%	0.20%	Q1 2023	Q3 2023	3
Cribstone Capital Management, LLC	2	1	0.00%	0.00%	0.00%	Q3 2016	Q2 2018	3
BOKF, NA	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Connecticut Wealth Management, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
HCR Wealth Advisors	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
LaSalle St. Investment Advisors, LLC	2	1	0.29%	0.31%	0.33%	Q4 2022	Q3 2023	3
TimeScale Financial, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2020	Q4 2020	3
FRANKLIN RESOURCES INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Strategic Financial Concepts, LLC	3	3	1.21%	1.29%	1.34%	Q1 2023	Q3 2023	3
Strategic Investment Solutions, Inc. /IL	3	3	0.01%	0.02%	0.03%	Q1 2023	Q3 2023	3
BT Wealth Management LLC	3	3	0.06%	0.07%	0.08%	Q4 2021	Q2 2022	3
NWAM LLC	2	1	0.02%	0.02%	0.03%	Q1 2022	Q4 2022	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	3
MORRIS FINANCIAL CONCEPTS, INC.	3	3	0.22%	0.22%	0.22%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.30%	0.32%	0.33%	Q1 2023	Q3 2023	3
AMARILLO NATIONAL BANK	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Horizon Investment Services, LLC	3	3	0.25%	0.26%	0.26%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Bath Savings Trust Co	3	3	0.03%	0.03%	0.03%	Q3 2021	Q1 2022	3
Willis Johnson & Associates, Inc.	3	3	0.08%	0.08%	0.08%	Q3 2021	Q1 2022	3
Sierra Capital LLC	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
Capital Investment Advisors, LLC	2	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2023	3
FinTrust Investment Advisory Services, LLC	3	3	0.21%	0.23%	0.24%	Q3 2017	Q1 2018	3
KEELEY ASSET MANAGEMENT CORP	3	3	0.00%	0.01%	0.01%	Q1 2015	Q3 2015	3
Advisor Resource Council	1	1	0.05%	0.06%	0.06%	Q2 2021	Q2 2022	3
KMS FINANCIAL SERVICES, INC	3	3	0.03%	0.04%	0.04%	Q1 2014	Q3 2014	3
SILVERCREST ASSET MANAGEMENT GROUP LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
COOKSON PEIRCE & CO INC	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
West Coast Financial LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
FIRST HAWAIIAN BANK	2	2	0.05%	0.05%	0.05%	Q4 2021	Q1 2022	2
Cornerstone Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
Providence Wealth Advisors, LLC	2	2	0.16%	0.18%	0.19%	Q4 2022	Q1 2023	2
Partnervest Advisory Services LLC	2	2	0.09%	0.09%	0.09%	Q2 2020	Q3 2020	2
Capital One Investing, Inc.	2	2	0.05%	0.06%	0.08%	Q2 2019	Q3 2019	2
Atlas Private Wealth Advisors	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
CORTLAND ASSOCIATES INC/MO	2	2	0.04%	0.04%	0.04%	Q1 2019	Q2 2019	2
PATTEN & PATTEN INC/TN	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Detwiler Fenton Investment Management LLC	2	2	0.19%	0.22%	0.25%	Q4 2013	Q1 2014	2
BARCLAYS PLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
VIAWEALTH, LLC	2	2	0.20%	0.20%	0.20%	Q4 2022	Q1 2023	2
American Financial Network Advisory Services LLC	2	2	0.05%	0.05%	0.05%	Q3 2017	Q4 2017	2
Brainard Capital Management LLC	2	2	0.19%	0.19%	0.19%	Q4 2022	Q1 2023	2
Wealthsimple Inc.	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
Solitude Financial Services	1	1	0.12%	0.16%	0.19%	Q1 2022	Q2 2023	2
Clarity Wealth Advisors, LLC	2	2	0.21%	0.23%	0.24%	Q2 2023	Q3 2023	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2023	2
Ameritas Advisory Services, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	2
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	2	2	0.00%	0.00%	0.00%	Q4 2017	Q1 2018	2
DIMENSIONAL FUND ADVISORS LP	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Leelyn Smith, LLC	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
US FINANCIAL ADVISORS, LLC	2	2	1.36%	1.40%	1.44%	Q4 2020	Q1 2021	2
Hoxton Financial, Inc.	2	2	0.09%	0.10%	0.10%	Q4 2015	Q1 2016	2
PANORAMIC INVESTMENT ADVISORS, LLC	1	1	1.14%	1.17%	1.19%	Q4 2022	Q3 2023	2
Prostatis Group LLC	1	1	0.02%	0.24%	0.46%	Q4 2019	Q2 2023	2
Chapman Investment Management, LLC	1	1	0.09%	0.13%	0.17%	Q4 2021	Q2 2023	2
Narwhal Capital Management	2	2	0.03%	0.03%	0.03%	Q1 2023	Q2 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	2	2	0.28%	0.28%	0.29%	Q4 2019	Q1 2020	2
Values Added Financial LLC	2	2	1.63%	1.72%	1.81%	Q2 2023	Q3 2023	2
Elevated Capital Advisors, LLC	1	1	0.24%	0.27%	0.29%	Q1 2019	Q4 2019	2
Simmons Bank	2	2	0.02%	0.03%	0.03%	Q3 2017	Q4 2017	2
Exchange Bank	2	2	1.25%	1.33%	1.41%	Q2 2023	Q3 2023	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
1st Global Advisors, Inc.	2	2	0.03%	0.03%	0.03%	Q1 2017	Q2 2017	2
CLEAR INVESTMENT RESEARCH, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
CENTRAL BANK & TRUST CO	2	2	0.00%	0.01%	0.01%	Q3 2020	Q4 2020	2
KilterHowling LLC	1	1	0.24%	0.36%	0.49%	Q4 2021	Q4 2022	2
Stiles Financial Services Inc	2	2	0.31%	0.31%	0.32%	Q3 2022	Q4 2022	2
Arista Wealth Management, LLC	2	2	0.15%	0.16%	0.17%	Q4 2022	Q1 2023	2
Centerpoint Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
Emery Howard Portfolio Management, Inc.	2	2	0.04%	0.04%	0.04%	Q4 2017	Q1 2018	2
ARBOR CAPITAL MANAGEMENT INC /ADV	2	2	0.16%	0.17%	0.17%	Q4 2021	Q1 2022	2
Congress Wealth Management LLC / DE /	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
SENTINEL PENSION ADVISORS INC	1	1	0.07%	0.08%	0.08%	Q4 2020	Q2 2021	2
Alexandria Capital, LLC	2	2	0.02%	0.03%	0.03%	Q2 2017	Q3 2017	2
Cetera Investment Advisers	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
Nemes Rush Group LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
EVERETT HARRIS & CO /CA/	2	2	0.01%	0.01%	0.01%	Q1 2017	Q2 2017	2
CGN Advisors LLC	2	2	0.13%	0.22%	0.31%	Q3 2023	Q4 2023	2
Tarbox Family Office, Inc.	2	2	0.07%	0.07%	0.07%	Q4 2016	Q1 2017	2
Capital Square, LLC	1	1	0.13%	0.14%	0.14%	Q1 2020	Q4 2021	2
OLIO Financial Planning	2	2	0.23%	0.24%	0.24%	Q2 2023	Q3 2023	2
Pallas Capital Advisors LLC	2	2	0.03%	0.07%	0.10%	Q2 2021	Q3 2021	2
SageView Advisory Group, LLC	2	2	0.02%	0.03%	0.04%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.61%	0.63%	0.64%	Q2 2023	Q3 2023	2
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	2
FINANCIAL COUNSELORS INC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
CNB Bank	1	1	0.01%	0.13%	0.25%	Q2 2018	Q2 2019	2
Polaris Wealth Advisory Group, LLC	2	2	0.00%	0.00%	0.00%	Q1 2018	Q2 2018	2
Barden Capital Management, Inc.	2	2	1.29%	1.37%	1.45%	Q2 2023	Q3 2023	2
Weaver Consulting Group	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2020	2
Zions Bancorporation, N.A.	2	2	0.00%	0.00%	0.00%	Q1 2020	Q2 2020	2
VALLEY WEALTH MANAGERS, INC.	1	1	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	2
Lenox Wealth Advisors, LLC	2	2	0.00%	0.00%	0.01%	Q3 2019	Q4 2019	2
Treynor Bancshares, Inc.	2	2	0.13%	0.13%	0.14%	Q2 2023	Q3 2023	2
Founders Capital Management	1	1	0.00%	0.01%	0.01%	Q4 2018	Q2 2019	2
PAYDEN & RYGEL	2	2	1.12%	1.13%	1.15%	Q3 2015	Q4 2015	2
Grey Fox Wealth Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
J.W. COLE ADVISORS, INC.	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2023	2
QCM Cayman, Ltd.	1	1	0.24%	0.51%	0.78%	Q2 2020	Q4 2020	2
BlackRock Institutional Trust Company, N.A.	2	2	0.00%	0.00%	0.00%	Q1 2014	Q2 2014	2
Efficient Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q1 2018	Q2 2018	2
Carnick & Kubik, LLC	2	2	0.16%	0.24%	0.33%	Q4 2015	Q1 2016	2
RWA WEALTH PARTNERS, LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Modera Wealth Management, LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
Transamerica Financial Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	2
Baystate Wealth Management LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
True Capital Management	2	2	0.44%	0.46%	0.48%	Q4 2022	Q1 2023	2
Strategic Blueprint, LLC	1	1	0.01%	0.02%	0.03%	Q2 2021	Q4 2021	2
Fortitude Advisory Group L.L.C.	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
STANCORP INVESTMENT ADVISERS INC	2	2	4.28%	4.38%	4.48%	Q4 2014	Q1 2015	2
Mraz, Amerine & Associates, Inc.	2	2	0.18%	0.18%	0.18%	Q1 2019	Q2 2019	2
Westwind Capital	1	1	0.00%	1.90%	3.80%	Q4 2017	Q2 2021	2
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Wealthstream Advisors, Inc.	2	2	0.14%	0.14%	0.15%	Q2 2023	Q3 2023	2
CAPITAL PERFORMANCE ADVISORS LLP	2	2	0.38%	0.38%	0.38%	Q2 2023	Q3 2023	2
Camarda Financial Advisors, LLC	1	1	0.01%	0.01%	0.02%	Q4 2014	Q3 2018	2
MONEY CONCEPTS CAPITAL CORP	1	1	0.00%	0.00%	0.01%	Q1 2022	Q4 2022	2
Peregrine Asset Advisers, Inc.	2	2	0.26%	0.28%	0.30%	Q1 2019	Q2 2019	2
Vise Technologies, Inc.	2	2	0.13%	0.17%	0.21%	Q4 2021	Q1 2022	2
Davis Capital Management	2	2	6.71%	7.04%	7.36%	Q1 2020	Q2 2020	2
Ameritas Investment Company, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2021	2
BNP PARIBAS FINANCIAL MARKETS	1	1	0.00%	0.00%	0.00%	Q4 2021	Q2 2023	2
Blackhawk Capital Partners LLC.	2	2	0.04%	0.07%	0.10%	Q4 2017	Q1 2018	2
UNIQUE WEALTH, LLC	2	2	0.19%	0.20%	0.20%	Q2 2023	Q3 2023	2
Coppell Advisory Solutions Corp.	2	2	0.00%	0.05%	0.10%	Q4 2022	Q1 2023	2
AMG National Trust Bank	2	2	0.02%	0.03%	0.03%	Q4 2014	Q1 2015	2
Pacifica Partners Inc.	1	1	0.03%	0.04%	0.06%	Q1 2022	Q4 2023	2
CAHABA WEALTH MANAGEMENT, INC.	2	2	0.08%	0.08%	0.08%	Q3 2021	Q4 2021	2
Guardian Financial Partners, LLC	2	2	0.21%	0.22%	0.22%	Q4 2021	Q1 2022	2
F3Logic, LLC	2	2	0.18%	0.40%	0.62%	Q1 2018	Q2 2018	2
Landmark Financial Advisors, LLC	2	2	0.27%	0.30%	0.33%	Q2 2015	Q3 2015	2
Wealth Quarterback LLC	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
Alley Co LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Equita Financial Network, Inc.	1	1	4.82%	4.82%	4.82%	Q3 2023	Q3 2023	1
Pathlight Investors LLC	1	1	0.29%	0.29%	0.29%	Q4 2018	Q4 2018	1
Pinnacle Advisory Group, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Reby Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
KELLEHER FINANCIAL ADVISORS	1	1	4.68%	4.68%	4.68%	Q2 2017	Q2 2017	1
BEACON INVESTMENT ADVISORY SERVICES, INC.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
OPPENHEIMER & CO INC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
DONALDSON CAPITAL MANAGEMENT, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
RAND WEALTH, LLC	1	1	0.04%	0.04%	0.04%	Q2 2018	Q2 2018	1
NATIXIS ADVISORS, L.P.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Hayden Royal, LLC	1	1	0.38%	0.38%	0.38%	Q1 2020	Q1 2020	1
COMERICA BANK	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
BetterWealth, LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Integrated Investment Consultants, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Global Wealth Management Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Financial Advisors Network, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Confluence Wealth Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
BFSG, LLC	1	1	0.21%	0.21%	0.21%	Q4 2019	Q4 2019	1
INVESTMENT CENTERS OF AMERICA INC	1	1	0.03%	0.03%	0.03%	Q3 2016	Q3 2016	1
FLAGSTAR ADVISORS INC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
Cornerstone Planning Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Wealth Alliance Advisory Group, LLC	1	1	0.96%	0.96%	0.96%	Q4 2017	Q4 2017	1
Safeguard Financial, LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
Capital Bank & Trust Co	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Zions Bancorporation	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
FIRST FOUNDATION ADVISORS	1	1	0.03%	0.03%	0.03%	Q3 2014	Q3 2014	1
Koesten, Hirschmann & Crabtree, INC.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Berkshire Money Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
SteelPeak Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
LPWM LLC	1	1	0.26%	0.26%	0.26%	Q4 2019	Q4 2019	1
Main Street Research LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
OneAscent Financial Services LLC	1	1	1.04%	1.04%	1.04%	Q3 2023	Q3 2023	1
Holloway Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Cornerstone Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
WCG Wealth Advisors LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Vestmark Advisory Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
MRA Associates USA LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Astor Investment Management LLC	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
Dakota Wealth Management	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
ADIRONDACK TRUST CO	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
IAM Advisory, LLC	1	1	0.09%	0.09%	0.09%	Q2 2021	Q2 2021	1
Epstein & White Financial LLC	1	1	0.14%	0.14%	0.14%	Q2 2021	Q2 2021	1
Delphi Private Advisors LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Foundations Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Carson Advisory Inc.	1	1	0.21%	0.21%	0.21%	Q4 2021	Q4 2021	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Grandview Asset Management LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
Optiver Holding B.V.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Resonant Capital Advisors, LLC	1	1	0.25%	0.25%	0.25%	Q1 2020	Q1 2020	1
Gibson Capital, LLC	1	1	0.12%	0.12%	0.12%	Q3 2014	Q3 2014	1
Beaumont Financial Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Resource Planning Group	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
W.G. Shaheen & Associates DBA Whitney & Co	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Ergoteles LLC	1	1	0.07%	0.07%	0.07%	Q2 2022	Q2 2022	1
Parcion Private Wealth LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
MFA WEALTH ADVISORS, LLC	1	1	0.19%	0.19%	0.19%	Q4 2017	Q4 2017	1
Jackson Wealth Management, LLC	1	1	0.26%	0.26%	0.26%	Q4 2021	Q4 2021	1
Inspire Investing, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Quantitative Advantage, LLC	1	1	0.16%	0.16%	0.16%	Q3 2022	Q3 2022	1
ACCURATE INVESTMENT SOLUTIONS, INC.	1	1	0.17%	0.17%	0.17%	Q4 2015	Q4 2015	1
Infini Master Fund	1	1	1.83%	1.83%	1.83%	Q1 2022	Q1 2022	1
San Luis Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
KLINGENSTEIN FIELDS & CO LP	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
PARK AVENUE SECURITIES LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
B. Riley Wealth Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
BALASA DINVERNO & FOLTZ LLC	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Arcus Capital Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Cassia Capital Partners, LLC	1	1	0.15%	0.15%	0.15%	Q3 2021	Q3 2021	1
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
IFG Advisory, LLC	1	1	0.18%	0.18%	0.18%	Q4 2017	Q4 2017	1
Authentikos Wealth Advisory, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
CLEARY GULL INC.	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
BlackDiamond Wealth Management, LLC	1	1	0.26%	0.26%	0.26%	Q4 2022	Q4 2022	1
Financial Gravity Companies, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Oxler Private Wealth LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Cascade Investment Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2016	Q4 2016	1
Bristlecone Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Sugarloaf Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Oder Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Claybrook Capital, LLC	1	1	0.12%	0.12%	0.12%	Q2 2021	Q2 2021	1
Harel Insurance Investments & Financial Services Ltd.	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Coulter & Justus Financial Services, LLC	1	1	37.98%	37.98%	37.98%	Q1 2022	Q1 2022	1
Sand Hill Global Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
Inspire Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Paloma Partners Management Co	1	1	0.08%	0.08%	0.08%	Q2 2020	Q2 2020	1
THOMPSON INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
HL FINANCIAL SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
SAXON INTERESTS, INC.	1	1	0.32%	0.32%	0.32%	Q3 2023	Q3 2023	1
Nauset Wealth Management. LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
COMERICA SECURITIES,INC.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Activest Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Boulder Wealth Advisors, LLC	1	1	12.28%	12.28%	12.28%	Q4 2022	Q4 2022	1
Cambria Investment Management, L.P.	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
One Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
GFS Private Wealth, LLC	1	1	0.46%	0.46%	0.46%	Q4 2017	Q4 2017	1
WASHINGTON TRUST BANK	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
FIDUCIARY TRUST INTERNATIONAL LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Pathway Financial Advisors LLC	1	1	0.15%	0.15%	0.15%	Q2 2022	Q2 2022	1
Houlihan Financial Resource Group, Ltd.	1	1	0.07%	0.07%	0.07%	Q3 2020	Q3 2020	1
McCarthy Grittinger Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Prosperitas Financial LLC	1	1	5.34%	5.34%	5.34%	Q3 2023	Q3 2023	1
ACCESS FINANCIAL SERVICES, INC.	1	1	0.60%	0.60%	0.60%	Q4 2018	Q4 2018	1
Apeiron RIA LLC	1	1	0.17%	0.17%	0.17%	Q4 2021	Q4 2021	1
Stifel Trust Company, N.A.	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
Clarfeld Financial Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
CLEAR STREET MARKETS LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Cardinal Point Capital Management ULC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
Pinnacle Private Wealth, LLC	1	1	0.14%	0.14%	0.14%	Q2 2022	Q2 2022	1
Charles Schwab Trust Co	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
HAYS ADVISORY LLC	1	1	0.36%	0.36%	0.36%	Q4 2017	Q4 2017	1
TCWP LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Strategic Wealth Partners, Ltd.	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Plancorp, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Indiana Trust & Investment Management CO	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
Pointe Capital Management LLC	1	1	1.66%	1.66%	1.66%	Q4 2016	Q4 2016	1
Level Financial Advisors	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Pinnacle Wealth Advisors	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Sonora Investment Management Group, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Orion Capital Management LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
HORIZON FINANCIAL SERVICES, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Ensemble Capital Management	1	1	0.07%	0.07%	0.07%	Q3 2015	Q3 2015	1
CATALYST PRIVATE WEALTH, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Oakworth Capital, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Kathleen S. Wright Associates Inc.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Strategic Wealth Partners Group, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
SOCIETE GENERALE	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
PEAPACK GLADSTONE FINANCIAL CORP	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
ZACKS INVESTMENT MANAGEMENT	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Second Half Financial Partners, LLC	1	1	1.31%	1.31%	1.31%	Q2 2023	Q2 2023	1
Impact Partnership Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Ruggie Capital Group	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
StoneX Group Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Executive Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
COMMERCE BANK	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Stephens Consulting, LLC	1	1	0.09%	0.09%	0.09%	Q3 2022	Q3 2022	1
WEALTH MANAGEMENT RESOURCES, INC.	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
PRIVATE TRUST CO NA	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
COMPASS CAPITAL MANAGEMENT, INC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Galvin, Gaustad & Stein, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
FundX Investment Group, LLC	1	1	0.10%	0.10%	0.10%	Q4 2017	Q4 2017	1
Canal Capital Management, LLC	1	1	0.17%	0.17%	0.17%	Q2 2019	Q2 2019	1
Measured Wealth Private Client Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Financial Consulate Inc.	1	1	1.46%	1.46%	1.46%	Q2 2021	Q2 2021	1
Capstone Triton Financial Group, LLC	1	1	0.12%	0.12%	0.12%	Q4 2020	Q4 2020	1
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Comprehensive Financial Consultants Institutional, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Washington Trust Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Benchmark Financial Wealth Advisors, LLC	1	1	1.13%	1.13%	1.13%	Q3 2018	Q3 2018	1
RETIREMENT CAPITAL STRATEGIES	1	1	2.05%	2.05%	2.05%	Q4 2021	Q4 2021	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Fragasso Group Inc.	1	1	0.02%	0.02%	0.02%	Q4 2023	Q4 2023	1
Stratford Consulting, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
NorthRock Partners, LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Hardy Reed LLC	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
Global Financial Private Capital, Inc	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
DRW Securities, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Anfield Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Legacy Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Infini Capital Management Ltd	1	1	1.83%	1.83%	1.83%	Q1 2022	Q1 2022	1
Americana Partners, LLC	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CALTON & ASSOCIATES, INC.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Envestnet Portfolio Solutions, Inc.	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Claraphi Advisory Network, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Clearwater Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Truvestments Capital LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Salomon & Ludwin, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Permit Capital Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Ledyard National Bank	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Crescent Grove Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
Paradigm Financial Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Jane Street Holding, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Interchange Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
JACKSON SQUARE CAPITAL, LLC	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
AlphaMark Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
WILLIAMS JONES & ASSOCIATES LLC	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.11%	0.11%	0.11%	Q4 2018	Q4 2018	1
LCNB CORP	1	1	0.16%	0.16%	0.16%	Q3 2018	Q3 2018	1
Laurel Wealth Planning LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
QUANTUM CAPITAL MANAGEMENT	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Pasadena Private Wealth, LLC	1	1	6.58%	6.58%	6.58%	Q4 2022	Q4 2022	1
Quantbot Technologies LP	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Prentice Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
CAPITAL ONE, NATIONAL ASSOCIATION	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
GSG Advisors LLC	1	1	7.57%	7.57%	7.57%	Q3 2023	Q3 2023	1
Sigma Planning Corp	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
ROMANO BROTHERS AND COMPANY	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
NBC SECURITIES, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
BIP Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Hibernia Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Gratus Capital, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
CXI Advisors	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Schechter Investment Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
Voya Financial Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Brio Consultants, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Intersect Capital LLC	1	1	0.05%	0.05%	0.05%	Q1 2015	Q1 2015	1
Baltimore-Washington Financial Advisors, Inc.	1	1	0.05%	0.05%	0.05%	Q3 2022	Q3 2022	1
Geneva Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
25 LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
PSI Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
CoreFirst Bank & Trust	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Granite Bay Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Mayflower Financial Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Golden State Wealth Management, LLC	1	1	11.28%	11.28%	11.28%	Q4 2019	Q4 2019	1
Capital Advisory Group Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
NOMURA HOLDINGS INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Guardian Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1

External links

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

This page lists all the filers that currently own SCHWAB STRATEGIC TR or have owned SCHWAB STRATEGIC TR in the past.