• VIG shareholders
• Shareholder history

Current and past VANGUARD SPECIALIZED FUNDS 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	116
Citadel Advisors	30	7	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	90
JANE STREET GROUP, LLC	35	1	0.00%	0.01%	0.13%	Q1 2014	Q3 2023	76
Cutler Group LLC / CA	32	32	0.00%	0.00%	0.07%	Q4 2015	Q3 2023	74
HUNTINGTON NATIONAL BANK	59	59	0.02%	0.03%	0.06%	Q1 2009	Q3 2023	61
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.13%	0.49%	Q2 2013	Q3 2023	56
Walleye Trading LLC	12	1	0.00%	0.00%	0.04%	Q1 2014	Q3 2023	54
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.27%	0.48%	Q2 2013	Q3 2023	53
UBS Group AG	36	36	0.00%	0.18%	0.36%	Q4 2014	Q3 2023	49
MUFG Americas Holdings Corp	48	48	0.01%	0.03%	0.05%	Q4 2010	Q3 2022	48
DONALDSON CAPITAL MANAGEMENT, LLC	47	47	0.06%	0.49%	1.03%	Q1 2012	Q3 2023	47
Rehmann Capital Advisory Group	32	15	0.16%	0.82%	1.08%	Q4 2011	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.01%	0.02%	0.04%	Q1 2012	Q3 2023	46
WOLVERINE TRADING, LLC	5	2	0.00%	0.00%	0.01%	Q3 2016	Q3 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.01%	0.02%	Q4 2012	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	7.96%	9.80%	13.03%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.04%	0.09%	0.13%	Q4 2012	Q3 2023	44
New England Private Wealth Advisors LLC	44	44	2.66%	4.95%	9.58%	Q4 2012	Q3 2023	44
HighTower Advisors, LLC	30	11	0.00%	0.73%	1.16%	Q2 2013	Q3 2023	43
NWAM LLC	43	43	0.06%	0.38%	0.67%	Q1 2013	Q3 2023	43
CARRET ASSET MANAGEMENT, LLC	43	43	0.06%	0.09%	0.12%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.02%	0.04%	0.10%	Q4 2012	Q2 2023	43
COMMERCE BANK	43	43	0.01%	0.01%	0.02%	Q1 2013	Q3 2023	43
TCI Wealth Advisors, Inc.	43	43	0.04%	0.10%	0.27%	Q1 2013	Q3 2023	43
BALDWIN BROTHERS LLC/MA	43	43	0.07%	0.11%	0.26%	Q2 2013	Q4 2023	43
LEAVELL INVESTMENT MANAGEMENT, INC.	42	1	0.02%	0.67%	0.94%	Q2 2010	Q3 2023	43
Montecito Bank & Trust	43	43	0.06%	0.54%	1.34%	Q2 2013	Q4 2023	43
Berkshire Money Management, Inc.	43	43	0.29%	10.63%	25.23%	Q1 2013	Q3 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.40%	0.48%	0.60%	Q1 2013	Q3 2023	43
SYNOVUS FINANCIAL CORP	42	42	0.07%	0.89%	2.00%	Q2 2013	Q3 2023	42
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	42	42	0.29%	0.99%	2.66%	Q2 2013	Q3 2023	42
PLANNING ALTERNATIVES LTD /ADV	42	42	6.56%	7.98%	13.50%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
SIGNATUREFD, LLC	42	42	0.01%	5.12%	10.14%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	42	42	2.03%	4.66%	6.45%	Q2 2013	Q3 2023	42
BURNS J W & CO INC/NY	42	42	0.72%	0.90%	1.64%	Q2 2013	Q3 2023	42
DF DENT & CO INC	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.03%	0.34%	0.56%	Q2 2013	Q3 2023	42
DUBUQUE BANK & TRUST CO	42	42	0.05%	0.07%	0.09%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.57%	0.74%	1.39%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.03%	0.24%	0.60%	Q2 2013	Q3 2023	42
TWIN FOCUS CAPITAL PARTNERS, LLC	42	42	1.18%	2.03%	3.72%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.87%	1.17%	1.89%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	1.27%	8.03%	11.92%	Q2 2013	Q3 2023	42
Ledyard National Bank	42	42	0.84%	1.12%	1.50%	Q2 2013	Q3 2023	42
Choate Investment Advisors	42	42	0.12%	0.94%	4.34%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	5.22%	7.77%	12.64%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.59%	0.75%	0.92%	Q2 2013	Q3 2023	42
CAPE COD FIVE CENTS SAVINGS BANK	42	42	0.14%	0.56%	1.49%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.07%	0.37%	0.66%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.32%	0.54%	0.68%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	2.66%	3.39%	4.71%	Q2 2013	Q3 2023	42
MOODY LYNN & LIEBERSON, LLC	42	42	0.06%	0.09%	0.13%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.03%	0.05%	0.08%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.30%	0.40%	0.58%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.04%	0.09%	0.16%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.10%	0.15%	0.21%	Q2 2013	Q3 2023	42
Valmark Advisers, Inc.	42	42	0.01%	0.18%	0.44%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.18%	1.01%	2.28%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.10%	0.19%	0.52%	Q2 2013	Q3 2023	42
TORONTO DOMINION BANK	25	17	0.00%	0.01%	0.05%	Q1 2013	Q3 2023	42
HM PAYSON & CO	42	42	0.10%	0.53%	3.19%	Q2 2013	Q3 2023	42
MANUFACTURERS LIFE INSURANCE COMPANY, THE	42	42	0.11%	0.23%	0.70%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.01%	0.04%	0.17%	Q2 2013	Q3 2023	42
UNITED SERVICES AUTOMOBILE ASSOCIATION	42	42	0.03%	0.13%	0.39%	Q2 2013	Q3 2023	42
EXENCIAL WEALTH ADVISORS, LLC	33	9	0.01%	0.26%	0.65%	Q1 2013	Q3 2023	42
FORBES J M & CO LLP	42	42	0.61%	1.25%	4.97%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.01%	0.03%	0.07%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.01%	0.06%	0.13%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.29%	0.53%	Q2 2013	Q3 2023	42
CAPITAL MANAGEMENT CORP /VA	42	42	0.12%	0.17%	0.28%	Q2 2013	Q3 2023	42
D L CARLSON INVESTMENT GROUP INC	42	42	0.08%	0.19%	0.32%	Q2 2013	Q3 2023	42
ROTHSCHILD INVESTMENT LLC /IL	42	42	0.23%	0.58%	0.99%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.74%	1.98%	5.23%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.03%	0.05%	0.09%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.10%	0.23%	0.49%	Q2 2013	Q3 2023	42
BANK OF HAWAII	42	42	0.18%	0.53%	1.64%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.40%	0.76%	1.35%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	2.51%	3.84%	7.44%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.04%	0.13%	0.41%	Q2 2013	Q3 2023	42
COLONY GROUP LLC	42	42	0.07%	1.09%	3.68%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.14%	6.91%	10.96%	Q2 2013	Q3 2023	42
Crestwood Advisors Group, LLC	42	42	0.12%	0.96%	3.80%	Q2 2013	Q3 2023	42
S&CO INC	42	42	0.19%	0.29%	0.34%	Q2 2013	Q3 2023	42
Busey Bank	42	42	0.04%	0.09%	0.12%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.06%	0.12%	0.23%	Q2 2013	Q3 2023	42
BROWN BROTHERS HARRIMAN & CO	41	1	0.00%	0.00%	0.02%	Q1 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.08%	0.16%	0.29%	Q2 2013	Q3 2023	42
Scott & Selber, Inc.	42	42	1.07%	1.65%	2.30%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.03%	0.37%	0.69%	Q2 2013	Q3 2023	42
B. Riley Wealth Advisors, Inc.	42	42	0.01%	0.40%	1.34%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	0.07%	0.27%	0.64%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.12%	0.36%	0.55%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.06%	0.11%	0.24%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.16%	0.20%	0.25%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.20%	0.33%	0.52%	Q2 2013	Q3 2023	42
NOTTINGHAM ADVISORS, INC.	42	42	0.07%	0.67%	6.97%	Q2 2013	Q3 2023	42
CAPITAL CITY TRUST CO/FL	42	42	0.08%	0.20%	0.29%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.10%	0.62%	1.74%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	42	42	0.36%	0.82%	2.35%	Q2 2013	Q3 2023	42
Raub Brock Capital Management LP	42	42	0.07%	0.16%	0.29%	Q2 2013	Q3 2023	42
SMITHBRIDGE ASSET MANAGEMENT INC/DE	42	42	0.22%	0.68%	1.59%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.15%	0.19%	0.25%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.00%	0.04%	0.10%	Q2 2013	Q4 2023	42
MOTCO	42	42	0.09%	0.21%	0.46%	Q2 2013	Q3 2023	42
Southeast Asset Advisors Inc.	42	42	0.22%	0.28%	0.36%	Q2 2013	Q3 2023	42
First Heartland Consultants, Inc.	42	42	0.12%	1.31%	2.28%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.03%	0.07%	0.14%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.01%	0.16%	0.58%	Q2 2013	Q3 2023	42
Evensky & Katz LLC	42	42	0.01%	1.31%	4.00%	Q2 2013	Q3 2023	42
Strategic Financial Services, Inc,	42	42	0.10%	1.87%	5.20%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.10%	0.20%	0.42%	Q2 2013	Q3 2023	42
Baystate Wealth Management LLC	42	42	0.02%	0.19%	0.39%	Q2 2013	Q3 2023	42
LOWE BROCKENBROUGH & CO INC	42	42	0.06%	0.10%	0.17%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.04%	0.07%	0.11%	Q2 2013	Q3 2023	42
PETTYJOHN, WOOD & WHITE, INC	42	42	0.17%	2.88%	3.48%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.01%	0.24%	0.47%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.03%	0.11%	0.28%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.58%	0.86%	1.35%	Q2 2013	Q3 2023	42
Mraz, Amerine & Associates, Inc.	42	42	0.16%	0.48%	0.75%	Q2 2013	Q3 2023	42
Annex Advisory Services, LLC	42	42	0.04%	2.28%	6.48%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.86%	1.12%	1.39%	Q2 2013	Q3 2023	42
WOODMONT INVESTMENT COUNSEL LLC	42	42	0.79%	1.80%	3.84%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.04%	0.24%	0.35%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.13%	0.32%	0.98%	Q2 2013	Q3 2023	42
Madden Advisory Services, Inc.	42	42	0.16%	0.68%	1.64%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.19%	0.33%	0.45%	Q2 2013	Q3 2023	42
Modera Wealth Management, LLC	42	42	1.48%	4.38%	13.49%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.01%	0.11%	0.38%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.04%	0.10%	0.19%	Q2 2013	Q3 2023	42
WEDBUSH SECURITIES INC	42	42	0.06%	0.11%	0.26%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	0.16%	1.72%	9.80%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.18%	0.37%	0.88%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	21	21	0.34%	1.06%	4.00%	Q1 2013	Q3 2023	42
Creative Planning	42	42	0.04%	0.11%	0.21%	Q2 2013	Q3 2023	42
BOSTON FINANCIAL MANGEMENT LLC	42	42	0.15%	0.42%	0.89%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	42	42	0.00%	0.02%	0.03%	Q2 2013	Q3 2023	42
Sandy Spring Bank	38	3	0.00%	0.06%	0.17%	Q2 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.01%	0.05%	0.15%	Q2 2013	Q3 2023	41
Diversified Trust Co	37	1	0.95%	4.82%	13.73%	Q2 2013	Q4 2023	41
BANK OF MONTREAL /CAN/	39	2	0.03%	0.09%	0.24%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.02%	0.10%	0.13%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	41
Aureus Asset Management, LLC	31	10	0.03%	0.08%	0.27%	Q2 2013	Q3 2023	41
Sageworth Trust Co	41	41	0.02%	0.10%	0.34%	Q3 2013	Q3 2023	41
Capital Investment Advisors, LLC	41	41	0.12%	0.22%	0.28%	Q4 2013	Q4 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.28%	0.67%	1.69%	Q2 2013	Q3 2023	41
HENGEHOLD CAPITAL MANAGEMENT LLC	38	3	0.04%	0.08%	0.13%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.24%	0.39%	0.55%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	1.49%	2.76%	5.07%	Q2 2013	Q2 2023	41
Moors & Cabot, Inc.	39	39	0.00%	0.43%	0.90%	Q1 2014	Q3 2023	41
BEACON FINANCIAL GROUP	41	41	0.96%	2.34%	3.26%	Q3 2013	Q3 2023	41
Wharton Business Group, LLC	33	8	0.15%	0.52%	1.25%	Q2 2013	Q3 2023	41
Prospera Financial Services Inc	41	41	0.04%	0.09%	0.23%	Q3 2013	Q3 2023	41
Aspen Investment Management Inc	41	41	0.14%	0.20%	0.26%	Q3 2013	Q3 2023	41
Gradient Investments LLC	24	17	0.00%	0.01%	0.08%	Q2 2013	Q3 2023	41
OLD NATIONAL BANCORP /IN/	41	41	0.02%	0.37%	0.79%	Q3 2013	Q3 2023	41
Reynders McVeigh Capital Management, LLC	41	41	0.04%	0.10%	0.20%	Q3 2013	Q3 2023	41
CAPTRUST FINANCIAL ADVISORS	29	12	0.58%	1.56%	4.45%	Q2 2013	Q3 2023	41
Chevy Chase Trust Holdings, LLC	41	41	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	41
Haverford Trust Co	40	1	0.06%	0.22%	0.52%	Q2 2013	Q3 2023	41
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.53%	1.76%	5.10%	Q2 2013	Q3 2023	41
BRADLEY FOSTER & SARGENT INC/CT	28	13	0.03%	0.12%	0.18%	Q2 2013	Q3 2023	41
VANGUARD GROUP INC	41	41	0.00%	0.02%	0.03%	Q3 2013	Q3 2023	41
WMS Partners, LLC	34	7	1.48%	2.38%	3.88%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.07%	0.45%	1.64%	Q3 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.14%	0.24%	0.38%	Q3 2013	Q3 2023	41
FOSTER DYKEMA CABOT & CO INC/MA	41	41	0.03%	1.37%	4.72%	Q3 2013	Q3 2023	41
Parkside Advisors LLC	41	41	0.09%	0.33%	1.82%	Q4 2013	Q4 2023	41
Marble Harbor Investment Counsel, LLC	33	7	0.06%	0.09%	0.14%	Q2 2013	Q3 2023	40
L. Roy Papp & Associates, LLP	24	1	0.10%	0.21%	0.35%	Q2 2013	Q3 2023	40
Raab & Moskowitz Asset Management LLC	40	40	0.30%	1.65%	2.19%	Q4 2013	Q3 2023	40
IRON Financial LLC	40	40	0.66%	2.06%	8.75%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.18%	0.55%	0.78%	Q4 2013	Q3 2023	40
FAS Wealth Partners, Inc.	40	40	0.39%	0.97%	1.95%	Q4 2013	Q3 2023	40
Newman Dignan & Sheerar, Inc.	40	40	0.01%	0.25%	0.60%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	4.03%	4.42%	4.95%	Q4 2013	Q3 2023	40
Ascent Wealth Partners, LLC	40	40	0.10%	0.18%	0.46%	Q4 2013	Q3 2023	40
E&G Advisors, LP	40	40	10.59%	12.43%	16.92%	Q4 2013	Q3 2023	40
Tarbox Family Office, Inc.	40	40	0.44%	2.15%	7.19%	Q4 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.02%	0.03%	0.07%	Q4 2013	Q3 2023	40
Capstone Financial Advisors, Inc.	40	40	0.64%	13.73%	38.35%	Q4 2013	Q3 2023	40
ROCKY MOUNTAIN ADVISERS, LLC	40	40	1.02%	3.31%	4.81%	Q4 2013	Q3 2023	40
Alpha Cubed Investments, LLC	40	40	0.18%	0.50%	0.77%	Q4 2013	Q3 2023	40
ROBERTS GLORE & CO INC /IL/	40	40	0.16%	0.61%	0.77%	Q4 2013	Q3 2023	40
Regal Investment Advisors LLC	27	1	0.01%	0.81%	1.48%	Q2 2013	Q3 2023	40
Ironwood Investment Counsel, LLC	40	40	0.27%	0.36%	0.46%	Q4 2013	Q3 2023	40
Segment Wealth Management, LLC	40	40	0.15%	0.80%	1.64%	Q4 2013	Q3 2023	40
VICUS CAPITAL	40	40	0.05%	0.19%	0.38%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	3.09%	3.98%	6.53%	Q4 2013	Q3 2023	40
MASSMUTUAL TRUST CO FSB/ADV	29	11	0.00%	0.02%	0.06%	Q4 2013	Q4 2023	40
Cranbrook Wealth Management, LLC	40	40	0.24%	0.29%	0.46%	Q4 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	1.65%	2.10%	2.45%	Q4 2013	Q3 2023	40
GW HENSSLER & ASSOCIATES LTD	40	40	0.03%	0.12%	0.26%	Q4 2013	Q3 2023	40
Perkins Coie Trust Co	40	40	0.01%	0.02%	0.10%	Q4 2013	Q3 2023	40
Brinker Capital Investments, LLC	39	39	0.00%	2.20%	6.25%	Q2 2013	Q4 2022	39
Dorsey & Whitney Trust CO LLC	39	39	0.05%	0.16%	0.22%	Q1 2014	Q3 2023	39
Kovack Advisors, Inc.	39	39	0.50%	1.38%	4.98%	Q1 2014	Q3 2023	39
FLPUTNAM INVESTMENT MANAGEMENT CO	25	14	0.03%	0.21%	0.64%	Q4 2013	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.02%	0.04%	0.06%	Q1 2014	Q3 2023	39
Gemmer Asset Management LLC	39	39	0.01%	0.04%	0.09%	Q1 2014	Q3 2023	39
M&T BANK CORP	39	39	0.01%	0.14%	0.27%	Q1 2014	Q3 2023	39
Financial Advisory Group	32	7	0.08%	0.13%	0.21%	Q4 2013	Q3 2023	39
Estate Counselors, LLC	27	1	0.02%	0.27%	1.50%	Q2 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.11%	0.21%	Q1 2014	Q3 2023	39
Gibson Capital, LLC	39	39	0.15%	4.13%	5.85%	Q1 2014	Q3 2023	39
Mercer Investments LLC	36	3	2.06%	13.62%	34.40%	Q2 2013	Q3 2023	39
Paragon Capital Management Ltd	20	5	0.95%	22.32%	33.30%	Q2 2013	Q3 2023	39
Essex Financial Services, Inc.	21	1	0.10%	0.49%	1.07%	Q2 2013	Q3 2023	39
GIRARD PARTNERS LTD.	39	39	0.03%	0.10%	0.21%	Q1 2014	Q3 2023	39
GAMBLE JONES INVESTMENT COUNSEL	39	39	0.04%	0.18%	0.78%	Q2 2013	Q4 2022	39
RMB Capital Management, LLC	39	39	0.02%	0.27%	0.51%	Q1 2014	Q3 2023	39
HIGHLAND CAPITAL MANAGEMENT, LLC	38	38	0.05%	0.12%	0.16%	Q2 2014	Q3 2023	38
Atria Investments, Inc	18	6	0.03%	0.63%	3.01%	Q3 2013	Q3 2023	38
CITY HOLDING CO	38	38	0.01%	0.04%	0.08%	Q2 2014	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.01%	0.01%	0.02%	Q2 2013	Q3 2022	38
BRR OpCo, LLC	38	38	4.44%	7.06%	9.18%	Q2 2013	Q3 2022	38
PITTENGER & ANDERSON INC	38	38	0.00%	0.00%	0.02%	Q2 2014	Q3 2023	38
HM Capital Management, LLC	38	38	2.05%	11.75%	31.34%	Q2 2013	Q3 2022	38
HOWE & RUSLING INC	34	1	0.03%	0.34%	0.86%	Q2 2013	Q3 2023	38
JFS WEALTH ADVISORS, LLC	38	38	0.00%	0.02%	0.07%	Q2 2014	Q3 2023	38
FineMark National Bank & Trust	25	4	0.00%	0.06%	0.10%	Q2 2013	Q3 2023	38
Archford Capital Strategies, LLC	22	16	0.07%	0.75%	1.56%	Q1 2014	Q3 2023	38
Ashfield Capital Partners, LLC	38	38	0.12%	0.66%	1.01%	Q2 2013	Q3 2022	38
HOLLENCREST CAPITAL MANAGEMENT	38	38	0.16%	0.45%	0.65%	Q2 2014	Q3 2023	38
PRIO WEALTH LIMITED PARTNERSHIP	38	38	0.01%	0.02%	0.02%	Q2 2014	Q3 2023	38
CHATHAM CAPITAL GROUP, INC.	37	1	0.10%	1.19%	2.02%	Q3 2013	Q3 2023	38
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	24	14	0.14%	0.38%	1.21%	Q1 2014	Q3 2023	38
Stratos Wealth Partners, LTD.	37	37	0.08%	0.24%	0.36%	Q3 2014	Q3 2023	37
DIXON HUBARD FEINOUR & BROWN INC/VA	37	37	0.06%	0.17%	0.32%	Q2 2013	Q2 2022	37
MARK SHEPTOFF FINANCIAL PLANNING, LLC	37	37	0.03%	0.51%	1.14%	Q3 2014	Q3 2023	37
BERKSHIRE ASSET MANAGEMENT LLC/PA	37	37	0.02%	0.12%	0.20%	Q3 2014	Q3 2023	37
First Horizon Advisors, Inc.	31	6	0.00%	0.06%	0.24%	Q2 2014	Q3 2023	37
Capital Advantage, Inc.	20	17	0.08%	2.46%	8.40%	Q2 2014	Q3 2023	37
NAPLES GLOBAL ADVISORS, LLC	37	37	0.04%	0.08%	0.13%	Q3 2014	Q3 2023	37
M Holdings Securities, Inc.	31	6	0.25%	0.65%	1.54%	Q4 2013	Q2 2023	37
HEADINVEST, LLC	37	37	0.08%	0.48%	1.11%	Q3 2014	Q3 2023	37
BANK HAPOALIM BM	25	12	0.03%	0.07%	0.16%	Q4 2013	Q1 2023	37
Capital Directions Investment Advisors, LLC	19	7	0.04%	0.48%	1.29%	Q2 2013	Q4 2022	37
Goelzer Investment Management, Inc.	37	37	0.03%	0.18%	0.26%	Q2 2014	Q2 2023	37
Baker Avenue Asset Management, LP	23	14	0.02%	0.09%	0.44%	Q2 2014	Q3 2023	37
LBMC INVESTMENT ADVISORS, LLC	37	37	0.04%	0.08%	0.24%	Q3 2014	Q3 2023	37
FIRST MANHATTAN CO. LLC.	31	6	0.00%	0.00%	0.07%	Q2 2014	Q3 2023	37
EVERGREEN CAPITAL MANAGEMENT LLC	26	11	0.06%	0.65%	1.73%	Q2 2014	Q3 2023	37
Johnson Financial Group, Inc.	37	37	0.03%	0.21%	1.36%	Q3 2014	Q3 2023	37
Covington Capital Management	30	7	0.62%	0.74%	0.92%	Q2 2013	Q3 2022	37
People's United Financial, Inc.	36	36	0.01%	0.04%	0.22%	Q2 2013	Q1 2022	36
Godshalk Welsh Capital Management, Inc.	36	36	0.84%	0.96%	1.11%	Q4 2014	Q3 2023	36
Cornerstone Management, Inc.	36	36	0.47%	0.84%	1.24%	Q4 2014	Q3 2023	36
Northstar Group, Inc.	36	36	1.24%	1.86%	2.75%	Q4 2014	Q3 2023	36
Roof Eidam Maycock Peralta, LLC	36	36	1.32%	3.74%	6.73%	Q4 2014	Q3 2023	36
AIMZ Investment Advisors, LLC	36	36	0.42%	0.72%	1.07%	Q4 2014	Q3 2023	36
First Personal Financial Services	36	36	0.10%	0.49%	4.01%	Q4 2014	Q3 2023	36
Bison Wealth, LLC	36	36	0.14%	0.50%	1.07%	Q4 2014	Q3 2023	36
Evanson Asset Management, LLC	36	36	0.09%	0.18%	0.29%	Q4 2014	Q3 2023	36
MV CAPITAL MANAGEMENT, INC.	36	36	0.01%	0.03%	0.05%	Q4 2014	Q3 2023	36
Allworth Financial LP	35	1	0.01%	0.06%	0.28%	Q2 2014	Q3 2023	36
Financial Architects, Inc	25	2	0.01%	0.32%	1.01%	Q2 2013	Q2 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.06%	0.10%	0.16%	Q4 2014	Q3 2023	36
Hanson & Doremus Investment Management	36	36	0.01%	0.08%	0.15%	Q4 2014	Q3 2023	36
FC Advisory LLC	36	36	0.30%	0.45%	0.86%	Q1 2015	Q4 2023	36
Barrett Asset Management, LLC	36	36	0.00%	0.01%	0.03%	Q2 2013	Q1 2022	36
Community Bank, N.A.	36	36	0.15%	0.25%	0.34%	Q4 2014	Q3 2023	36
Affiance Financial, LLC	36	36	0.60%	1.13%	2.65%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.16%	0.25%	0.45%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.06%	0.18%	0.44%	Q4 2014	Q3 2023	36
TRUST CO OF OKLAHOMA	23	13	0.14%	0.17%	0.22%	Q3 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	0.24%	0.73%	1.23%	Q4 2014	Q3 2023	36
Bienville Capital Management, LLC	36	36	0.03%	0.21%	0.65%	Q4 2014	Q3 2023	36
MYCIO WEALTH PARTNERS, LLC	14	10	0.00%	0.91%	2.99%	Q2 2013	Q3 2023	36
PALLADIUM PARTNERS LLC	36	36	0.30%	0.40%	0.48%	Q2 2013	Q1 2022	36
BENEDICT FINANCIAL ADVISORS INC	36	36	0.22%	0.53%	1.04%	Q4 2014	Q3 2023	36
Blue Chip Partners, LLC	36	36	0.10%	0.25%	0.38%	Q4 2014	Q3 2023	36
AllSquare Wealth Management LLC	36	36	0.05%	0.10%	0.14%	Q4 2014	Q3 2023	36
Plante Moran Financial Advisors, LLC	35	1	0.02%	0.31%	0.57%	Q4 2013	Q3 2023	36
Cambridge Advisors Inc.	36	36	1.23%	1.39%	1.78%	Q4 2014	Q3 2023	36
Advisory Services Network, LLC	27	1	0.05%	0.16%	0.50%	Q4 2013	Q3 2023	36
Jaffetilchin Investment Partners, LLC	35	35	0.05%	0.15%	0.40%	Q1 2015	Q3 2023	35
TOTH FINANCIAL ADVISORY CORP	18	1	0.01%	0.08%	0.27%	Q2 2013	Q3 2023	35
Edge Wealth Management LLC	35	35	0.02%	0.05%	0.17%	Q2 2013	Q4 2021	35
Carroll Financial Associates, Inc.	35	35	0.29%	1.80%	3.68%	Q2 2013	Q4 2021	35
Roble, Belko & Company, Inc	35	35	0.03%	0.04%	0.08%	Q1 2015	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	1.24%	2.02%	3.49%	Q4 2014	Q3 2023	35
JAG CAPITAL MANAGEMENT, LLC	35	35	0.10%	0.18%	0.23%	Q1 2015	Q3 2023	35
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	23	12	0.01%	0.09%	0.31%	Q2 2013	Q3 2023	35
Brown Advisory Securities, LLC	35	35	0.10%	0.24%	0.68%	Q4 2013	Q2 2022	35
JONES FINANCIAL COMPANIES LLLP	34	1	0.00%	0.05%	0.10%	Q3 2013	Q3 2023	35
Keel Point, LLC	35	35	0.04%	0.44%	3.83%	Q1 2015	Q3 2023	35
Koshinski Asset Management, Inc.	29	6	0.40%	0.76%	2.69%	Q4 2014	Q3 2023	35
Kingfisher Capital LLC	30	1	0.06%	0.23%	0.33%	Q3 2014	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	0.48%	0.68%	0.95%	Q2 2013	Q4 2021	35
Cordasco Financial Network	30	4	0.00%	0.10%	0.50%	Q4 2013	Q2 2022	34
Fiduciary Group LLC	34	34	0.08%	0.12%	0.28%	Q2 2015	Q3 2023	34
BEACON INVESTMENT ADVISORY SERVICES, INC.	34	34	0.04%	1.02%	9.37%	Q2 2015	Q3 2023	34
GOULD ASSET MANAGEMENT LLC /CA/	27	3	0.06%	0.18%	0.32%	Q4 2014	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.01%	0.11%	0.35%	Q2 2013	Q3 2021	34
Homrich & Berg	34	34	10.28%	13.64%	15.92%	Q2 2013	Q3 2021	34
LS Investment Advisors, LLC	27	3	0.00%	0.18%	1.78%	Q4 2013	Q3 2023	34
EP Wealth Advisors, LLC	18	16	0.03%	0.24%	0.90%	Q1 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.06%	0.11%	0.26%	Q2 2015	Q3 2023	34
MML INVESTORS SERVICES, LLC	34	34	0.40%	2.44%	12.78%	Q2 2015	Q3 2023	34
Trust Co	34	34	0.09%	0.46%	0.91%	Q2 2015	Q3 2023	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.10%	0.12%	0.15%	Q2 2013	Q3 2023	34
DOWLING & YAHNKE LLC	25	9	0.01%	0.03%	0.05%	Q1 2014	Q3 2022	34
BARCLAYS PLC	21	2	0.00%	0.00%	0.01%	Q2 2013	Q2 2023	34
1832 Asset Management L.P.	34	34	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	34
Hefren-Tillotson, Inc.	34	34	0.11%	2.63%	5.81%	Q4 2013	Q1 2022	34
Alexandria Capital, LLC	34	34	0.40%	1.20%	4.12%	Q2 2013	Q3 2021	34
Financial Enhancement Group LLC	34	34	0.13%	3.47%	8.22%	Q2 2015	Q3 2023	34
LEVIN CAPITAL STRATEGIES, L.P.	25	8	0.01%	0.20%	0.64%	Q2 2013	Q3 2023	33
Patten Group, Inc.	19	14	0.07%	0.17%	0.31%	Q2 2015	Q3 2023	33
Avior Wealth Management, LLC	33	33	0.00%	0.18%	0.35%	Q3 2015	Q3 2023	33
ROPES WEALTH ADVISORS LLC	32	1	0.05%	0.43%	1.00%	Q2 2015	Q3 2023	33
Mirae Asset Global Investments Co., Ltd.	21	3	0.01%	0.07%	0.24%	Q4 2011	Q3 2023	33
Boltwood Capital Management	33	33	0.22%	0.26%	0.30%	Q4 2015	Q4 2023	33
Dynamic Advisor Solutions LLC	33	33	0.14%	0.29%	0.42%	Q3 2015	Q3 2023	33
NORTHSTAR INVESTMENT ADVISORS LLC	33	33	0.31%	0.93%	1.91%	Q2 2013	Q2 2021	33
MONETA GROUP INVESTMENT ADVISORS LLC	33	33	0.03%	0.06%	0.14%	Q3 2015	Q3 2023	33
Versant Capital Management, Inc	33	33	0.28%	0.95%	1.93%	Q4 2015	Q4 2023	33
Glovista Investments LLC	33	33	0.06%	0.58%	1.33%	Q2 2013	Q2 2021	33
HYMAN CHARLES D	27	6	0.03%	0.03%	0.05%	Q2 2014	Q3 2023	33
Drexel Morgan & Co.	33	33	1.00%	6.91%	10.03%	Q2 2013	Q2 2021	33
GRIMES & COMPANY, INC.	32	1	0.05%	0.09%	0.11%	Q2 2015	Q3 2023	33
Parkside Financial Bank & Trust	33	33	0.00%	0.02%	0.04%	Q3 2015	Q3 2023	33
FIDUCIARY TRUST CO	33	33	0.01%	0.03%	0.04%	Q3 2015	Q3 2023	33
LGL PARTNERS, LLC	32	32	0.22%	0.60%	2.18%	Q4 2015	Q3 2023	32
First PREMIER Bank	32	32	0.02%	0.17%	0.67%	Q4 2015	Q3 2023	32
Manchester Capital Management LLC	32	32	0.02%	0.16%	0.56%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.14%	0.24%	0.34%	Q4 2015	Q3 2023	32
Savant Capital, LLC	32	32	0.07%	0.17%	0.74%	Q4 2015	Q3 2023	32
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	28	4	0.02%	0.03%	0.08%	Q1 2014	Q3 2023	32
MAI Capital Management	26	6	0.01%	0.35%	1.63%	Q4 2014	Q3 2023	32
CWM, LLC	24	8	0.01%	0.04%	0.11%	Q3 2015	Q3 2023	32
Day & Ennis, LLC	32	32	0.22%	1.06%	1.64%	Q4 2015	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	2.71%	4.65%	8.89%	Q4 2015	Q3 2023	32
Capital Analysts, LLC	29	3	0.00%	0.17%	0.52%	Q2 2015	Q3 2023	32
ALBION FINANCIAL GROUP /UT	22	10	0.04%	0.09%	0.36%	Q3 2015	Q3 2023	32
Paradigm Financial Advisors, LLC	32	32	1.69%	2.85%	3.28%	Q1 2014	Q4 2021	32
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	32	32	0.05%	0.11%	0.19%	Q4 2015	Q3 2023	32
Karp Capital Management Corp	32	32	0.02%	1.89%	2.69%	Q4 2014	Q3 2022	32
Edmonds Duncan Registered Investment Advisors, LLC	32	32	2.16%	4.80%	7.60%	Q4 2015	Q3 2023	32
CHOREO, LLC	31	1	0.02%	0.34%	1.37%	Q3 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.02%	0.05%	0.06%	Q1 2016	Q4 2023	32
Ausdal Financial Partners, Inc.	32	32	0.15%	0.55%	0.92%	Q4 2015	Q3 2023	32
CAMBRIDGE TRUST CO	24	8	0.02%	0.06%	0.22%	Q4 2014	Q3 2023	32
Miller Investment Management, LP	32	32	0.04%	0.29%	0.75%	Q2 2013	Q1 2021	32
SCHRODER INVESTMENT MANAGEMENT GROUP	32	32	0.00%	0.00%	0.00%	Q3 2013	Q2 2021	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
ATWOOD & PALMER INC	26	2	0.00%	0.00%	0.02%	Q2 2014	Q3 2023	32
SNS Financial Group, LLC	29	3	0.08%	0.25%	1.76%	Q2 2013	Q3 2023	32
BRIGHTON JONES LLC	26	6	0.06%	0.11%	0.19%	Q2 2015	Q3 2023	32
Well Done, LLC	32	32	0.14%	0.21%	0.31%	Q4 2015	Q3 2023	32
Coe Capital Management, LLC	31	1	0.10%	0.47%	1.10%	Q2 2013	Q2 2021	32
WIMMER ASSOCIATES 1, LLC	32	32	2.62%	3.55%	5.13%	Q4 2015	Q3 2023	32
MARINER INDEPENDENT ADVISOR NETWORK, LLC	16	5	0.18%	0.82%	2.81%	Q2 2014	Q3 2022	32
JMG Financial Group, Ltd.	31	31	0.08%	0.16%	0.25%	Q1 2016	Q3 2023	31
Linscomb & Williams, Inc.	31	31	0.05%	0.11%	0.34%	Q1 2016	Q3 2023	31
Fiera Capital Corp	27	4	0.00%	0.01%	0.03%	Q2 2013	Q1 2021	31
Kelman-Lazarov, Inc.	31	31	0.26%	0.61%	0.99%	Q1 2016	Q3 2023	31
Bristlecone Advisors, LLC	18	13	0.11%	0.24%	0.40%	Q4 2015	Q3 2023	31
TWO SIGMA ADVISERS, LP	25	1	0.00%	0.07%	0.28%	Q3 2014	Q3 2023	31
Asset Dedication, LLC	26	5	0.05%	0.09%	0.17%	Q4 2015	Q3 2023	31
HMS Capital Management, LLC	27	27	0.23%	0.65%	2.40%	Q1 2017	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	2.50%	3.57%	5.85%	Q1 2014	Q3 2023	31
Hilltop Holdings Inc.	19	1	0.04%	0.52%	1.66%	Q1 2015	Q3 2023	31
TWO SIGMA INVESTMENTS, LP	17	1	0.00%	0.07%	0.26%	Q3 2013	Q1 2023	31
Triangle Securities Wealth Management	27	4	0.18%	0.24%	0.34%	Q2 2013	Q3 2023	31
Hudock, Inc.	31	31	0.01%	0.02%	0.04%	Q1 2015	Q3 2022	31
Arcus Capital Partners, LLC	19	12	0.08%	0.36%	0.70%	Q4 2015	Q3 2023	31
ASPIRIANT, LLC	31	31	0.03%	4.68%	8.85%	Q1 2016	Q3 2023	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	3	0.00%	0.05%	0.16%	Q2 2013	Q3 2023	31
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	31	31	0.17%	0.30%	0.45%	Q1 2016	Q3 2023	31
Jackson, Grant Investment Advisers, Inc.	24	7	4.87%	6.29%	7.60%	Q4 2015	Q3 2023	31
STALEY CAPITAL ADVISERS INC	31	31	0.03%	0.15%	0.50%	Q1 2016	Q3 2023	31
REILLY FINANCIAL ADVISORS, LLC	28	3	0.00%	0.01%	0.03%	Q3 2013	Q4 2021	31
SMITH CHAS P & ASSOCIATES PA CPAS	31	31	0.02%	0.04%	0.05%	Q1 2016	Q3 2023	31
NORTHEAST INVESTMENT MANAGEMENT	29	2	0.02%	0.42%	1.03%	Q3 2013	Q3 2023	31
IFP Advisors, Inc	17	14	0.12%	0.32%	0.48%	Q4 2015	Q3 2023	31
Vigilant Capital Management, LLC	10	1	0.00%	0.01%	0.03%	Q1 2014	Q2 2023	31
Personal Capital Advisors Corp	18	2	0.00%	0.02%	0.08%	Q4 2013	Q4 2022	31
Perigon Wealth Management, LLC	30	1	0.03%	0.15%	0.34%	Q3 2011	Q3 2023	31
PATTEN & PATTEN INC/TN	31	31	0.03%	0.08%	0.16%	Q1 2016	Q3 2023	31
CIBC WORLD MARKET INC.	28	1	0.00%	0.03%	0.10%	Q2 2014	Q3 2023	31
McNamara Financial Services, Inc.	31	31	1.46%	2.16%	2.98%	Q1 2016	Q3 2023	31
NEXT Financial Group, Inc	31	31	0.04%	0.67%	1.54%	Q2 2014	Q4 2021	31
Caprock Group, LLC	31	31	0.16%	0.26%	0.35%	Q1 2016	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.09%	0.14%	0.61%	Q1 2016	Q3 2023	31
Psagot Value Holdings Ltd.	30	30	0.00%	0.02%	0.06%	Q4 2013	Q1 2021	30
PINNACLE FINANCIAL PARTNERS INC	29	1	0.02%	0.09%	0.15%	Q3 2014	Q3 2023	30
Summit Financial Wealth Advisors, LLC	15	3	0.05%	0.21%	0.48%	Q4 2015	Q3 2023	30
BEESE FULMER INVESTMENT MANAGEMENT, INC.	30	30	0.05%	0.13%	0.21%	Q2 2016	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.16%	0.27%	0.46%	Q2 2013	Q3 2020	30
Snowden Capital Advisors LLC	22	8	0.52%	0.78%	1.29%	Q1 2016	Q3 2023	30
PEDDOCK CAPITAL ADVISORS, LLC	11	1	0.07%	0.26%	1.12%	Q4 2013	Q3 2023	30
LVW Advisors, LLC	13	4	0.04%	0.10%	0.20%	Q4 2014	Q4 2022	30
Institute for Wealth Management, LLC.	19	5	0.10%	0.53%	2.95%	Q4 2014	Q3 2023	30
Spectrum Management Group, LLC	30	30	0.22%	0.34%	0.72%	Q2 2015	Q3 2022	30
Tower Research Capital LLC (TRC)	6	1	0.00%	0.17%	0.85%	Q2 2013	Q3 2023	30
Sand Hill Global Advisors, LLC	30	30	0.05%	0.08%	0.48%	Q2 2016	Q3 2023	30
Partnervest Advisory Services LLC	30	30	0.10%	0.41%	0.69%	Q2 2013	Q3 2020	30
Darwin Wealth Management, LLC	30	30	0.18%	1.29%	3.45%	Q2 2016	Q3 2023	30
BerganKDV Wealth Management, LLC	30	30	0.40%	2.32%	4.29%	Q1 2016	Q2 2023	30
CREDIT SUISSE AG/	17	1	0.00%	0.00%	0.02%	Q1 2013	Q1 2023	30
WEALTHCARE CAPITAL MANAGEMENT LLC	30	30	0.02%	0.03%	0.12%	Q1 2015	Q2 2022	30
Arete Wealth Advisors, LLC	30	30	0.10%	2.02%	5.25%	Q2 2016	Q3 2023	30
Verity & Verity, LLC	29	1	0.15%	0.23%	0.36%	Q4 2015	Q3 2023	30
Aviance Capital Partners, LLC	30	30	0.13%	0.41%	0.71%	Q2 2016	Q3 2023	30
Neuberger Berman Group LLC	18	12	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	30
Sheaff Brock Investment Advisors, LLC	16	14	0.02%	0.04%	0.08%	Q4 2015	Q3 2023	30
WELCH & FORBES LLC	24	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	30
QUADRANT CAPITAL GROUP LLC	16	14	0.01%	0.07%	0.22%	Q2 2015	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	0.03%	0.37%	1.28%	Q2 2016	Q3 2023	30
BAILARD, INC.	30	30	0.02%	0.02%	0.03%	Q2 2016	Q3 2023	30
Jacobi Capital Management LLC	30	30	0.01%	0.09%	0.34%	Q2 2016	Q3 2023	30
WEBSTER BANK, N. A.	30	30	0.03%	0.44%	0.76%	Q2 2016	Q3 2023	30
Brookmont Capital Management	26	4	0.07%	0.35%	0.61%	Q1 2015	Q3 2023	30
CWA Asset Management Group, LLC	30	30	0.03%	0.11%	0.31%	Q2 2016	Q3 2023	30
Stearns Financial Services Group	30	30	6.00%	9.35%	13.30%	Q2 2013	Q3 2020	30
Nicholas Hoffman & Company, LLC.	30	30	1.25%	4.76%	7.38%	Q2 2016	Q3 2023	30
OLD SECOND NATIONAL BANK OF AURORA	30	30	0.05%	0.12%	0.34%	Q2 2016	Q3 2023	30
SVA Wealth Management, LLC	29	29	0.03%	0.06%	0.26%	Q4 2013	Q4 2020	29
Winslow, Evans & Crocker, Inc.	29	29	0.02%	0.04%	0.09%	Q4 2013	Q4 2020	29
Alpha Omega Wealth Management LLC	28	1	0.02%	0.09%	0.16%	Q4 2015	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	29
Simmons Bank	29	29	0.04%	0.09%	0.11%	Q3 2016	Q3 2023	29
NATIXIS ADVISORS, L.P.	29	29	0.02%	0.02%	0.03%	Q3 2016	Q3 2023	29
INVESTMENT PARTNERS, LTD.	14	2	0.12%	1.12%	2.48%	Q4 2014	Q3 2023	29
Cornerstone Wealth Management, LLC	25	1	1.00%	1.50%	2.64%	Q1 2016	Q3 2023	29
NewFocus Financial Group, LLC	29	29	2.03%	4.53%	7.27%	Q4 2013	Q4 2020	29
FIRST NATIONAL TRUST CO	29	29	0.08%	0.11%	0.16%	Q3 2016	Q3 2023	29
Northeast Financial Consultants Inc	29	29	0.20%	2.96%	6.08%	Q3 2016	Q3 2023	29
Laurel Wealth Advisors, Inc.	29	29	0.11%	0.34%	0.73%	Q4 2015	Q4 2022	29
SeaBridge Investment Advisors LLC	29	29	0.00%	0.00%	0.00%	Q3 2013	Q3 2020	29
WINTRUST INVESTMENTS LLC	21	8	0.80%	1.25%	2.74%	Q2 2016	Q3 2023	29
ACG Wealth	22	22	0.01%	0.12%	0.87%	Q2 2017	Q3 2022	29
Zhang Financial LLC	25	1	0.11%	0.27%	0.50%	Q2 2014	Q3 2023	29
Cribstone Capital Management, LLC	29	29	0.05%	0.09%	0.19%	Q4 2015	Q4 2022	29
PATHSTONE FAMILY OFFICE, LLC	22	1	0.04%	0.35%	1.08%	Q4 2013	Q3 2023	29
V Wealth Advisors LLC	18	11	0.39%	0.58%	0.85%	Q1 2016	Q2 2023	29
BUCKINGHAM STRATEGIC WEALTH, LLC	28	1	0.10%	0.35%	0.53%	Q4 2014	Q3 2023	29
WASHINGTON TRUST Co	29	29	0.04%	0.22%	0.36%	Q3 2016	Q3 2023	29
IHT Wealth Management, LLC	28	28	0.01%	0.17%	0.27%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.02%	0.11%	0.49%	Q1 2016	Q4 2022	28
APPLETON PARTNERS INC/MA	28	28	0.04%	0.18%	0.85%	Q1 2017	Q4 2023	28
TD ASSET MANAGEMENT INC	28	28	0.00%	0.00%	0.00%	Q2 2013	Q1 2020	28
MAIRS & POWER INC	27	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	28
HARVARD MANAGEMENT CO INC	28	28	0.03%	0.54%	2.85%	Q2 2013	Q1 2020	28
Steward Partners Investment Advisory, LLC	28	28	0.02%	0.28%	0.56%	Q4 2016	Q3 2023	28
LINCOLN CAPITAL CORP	28	28	0.26%	0.49%	0.57%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	0.15%	0.47%	1.16%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.16%	0.31%	0.52%	Q4 2016	Q3 2023	28
Blankinship & Foster, LLC	28	28	0.10%	0.16%	0.22%	Q4 2016	Q3 2023	28
Hills Bank & Trust Co	19	1	0.03%	0.06%	0.09%	Q2 2014	Q3 2023	28
Parsec Financial Management, Inc.	28	28	0.02%	0.03%	0.04%	Q2 2016	Q1 2023	28
Ridgewood Investments LLC	28	28	0.36%	0.65%	0.83%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.14%	0.21%	0.40%	Q4 2016	Q3 2023	28
AE Wealth Management LLC	28	28	0.09%	0.20%	0.51%	Q4 2016	Q3 2023	28
Covenant Asset Management, LLC	28	28	0.09%	0.17%	0.27%	Q4 2016	Q3 2023	28
WEST PACES ADVISORS INC.	28	28	0.10%	0.21%	0.56%	Q4 2016	Q3 2023	28
Voya Financial Advisors, Inc.	28	28	0.02%	0.24%	0.61%	Q1 2015	Q4 2021	28
Meridian Wealth Management, LLC	28	28	0.13%	0.27%	0.39%	Q4 2016	Q3 2023	28
Kavar Capital Partners, LLC	28	28	1.60%	2.43%	3.17%	Q4 2013	Q3 2020	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.23%	0.41%	0.65%	Q4 2016	Q3 2023	28
Good Life Advisors, LLC	28	28	0.40%	0.67%	1.26%	Q4 2016	Q3 2023	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	0.34%	0.48%	0.62%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.37%	2.09%	4.22%	Q4 2016	Q3 2023	28
Norway Savings Bank	28	28	0.02%	0.38%	1.42%	Q4 2016	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.21%	0.96%	2.68%	Q4 2016	Q3 2023	28
Bridgeworth, LLC	28	28	0.19%	0.75%	2.32%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.68%	1.24%	1.57%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.30%	0.53%	0.95%	Q4 2016	Q3 2023	28
JT Stratford LLC	28	28	2.05%	4.87%	8.60%	Q4 2016	Q3 2023	28
Riverpoint Wealth Management Holdings, LLC	28	28	0.85%	1.10%	1.47%	Q4 2016	Q3 2023	28
Simplicity Solutions, LLC	13	1	0.04%	0.15%	0.45%	Q4 2015	Q3 2023	28
EVERETT HARRIS & CO /CA/	28	28	0.01%	0.02%	0.02%	Q4 2016	Q3 2023	28
RWA WEALTH PARTNERS, LLC	28	28	0.06%	2.71%	6.03%	Q4 2016	Q3 2023	28
Litman Gregory Wealth Management LLC	26	2	0.12%	1.08%	2.18%	Q3 2016	Q3 2023	28
Royal Fund Management, LLC	28	28	0.55%	2.22%	3.83%	Q4 2016	Q3 2023	28
Heritage Wealth Advisors	28	28	0.39%	1.01%	1.98%	Q4 2016	Q3 2023	28
OPTIMUM INVESTMENT ADVISORS	21	7	0.00%	0.08%	0.41%	Q3 2013	Q2 2022	28
Schneider Downs Wealth Management Advisors, LP	27	27	0.08%	0.12%	0.24%	Q1 2017	Q3 2023	27
Sowell Financial Services LLC	17	10	0.05%	0.20%	0.33%	Q4 2016	Q3 2023	27
LVM CAPITAL MANAGEMENT LTD/MI	19	8	0.04%	0.05%	0.07%	Q4 2016	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.57%	0.87%	1.22%	Q2 2013	Q4 2019	27
BOYS ARNOLD & CO INC	16	11	0.18%	0.34%	0.89%	Q2 2013	Q1 2020	27
FRONTIER INVESTMENT MGMT CO	13	5	0.04%	0.23%	0.69%	Q2 2013	Q2 2020	27
RITHOLTZ WEALTH MANAGEMENT	26	1	0.08%	0.17%	0.57%	Q4 2016	Q3 2023	27
NewEdge Advisors, LLC	27	27	0.06%	0.32%	0.86%	Q1 2017	Q3 2023	27
Oakworth Capital, Inc.	27	27	0.01%	0.02%	0.02%	Q1 2017	Q3 2023	27
Strategic Wealth Partners Group, LLC	18	9	0.02%	0.67%	2.16%	Q4 2016	Q3 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	4.97%	5.72%	6.69%	Q4 2016	Q3 2023	27
Whitnell & Co.	27	27	0.16%	0.45%	0.93%	Q2 2013	Q4 2019	27
Sterneck Capital Management, LLC	18	9	0.13%	0.34%	0.57%	Q4 2015	Q2 2023	27
East Coast Asset Management, LLC.	27	27	0.07%	1.48%	6.41%	Q4 2012	Q2 2019	27
Parallax Volatility Advisers, L.P.	20	1	0.00%	0.00%	0.01%	Q3 2013	Q2 2023	27
Domani Wealth, LLC	15	12	0.05%	0.09%	0.18%	Q1 2015	Q1 2023	27
HOLDERNESS INVESTMENTS CO	27	27	0.12%	0.51%	1.11%	Q1 2017	Q3 2023	27
QUANTUM CAPITAL MANAGEMENT	26	1	0.00%	0.26%	1.80%	Q4 2013	Q3 2020	27
Cerity Partners LLC	27	27	0.02%	0.08%	0.38%	Q1 2017	Q3 2023	27
THRIVENT FINANCIAL FOR LUTHERANS	19	1	0.00%	0.03%	0.08%	Q3 2013	Q3 2023	27
ETRADE Capital Management LLC	27	27	0.01%	0.12%	0.20%	Q1 2014	Q3 2020	27
Cornerstone Advisory, LLC	27	27	0.49%	1.13%	1.84%	Q1 2017	Q3 2023	27
BRYN MAWR TRUST Co	27	27	0.03%	0.09%	0.15%	Q1 2017	Q3 2023	27
Paracle Advisors, LLC	27	27	1.83%	4.51%	6.84%	Q3 2014	Q1 2021	27
Legacy Private Trust Co.	27	27	0.04%	0.04%	0.06%	Q1 2017	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.10%	0.40%	0.62%	Q4 2016	Q3 2023	27
First Command Financial Services, Inc.	27	27	0.01%	0.45%	1.37%	Q4 2016	Q2 2023	27
First Command Bank	27	27	0.08%	0.47%	1.37%	Q4 2016	Q2 2023	27
Highland Private Wealth Management	18	9	1.91%	3.89%	6.10%	Q4 2015	Q3 2022	27
RFG Advisory, LLC	27	27	0.08%	0.35%	1.58%	Q1 2017	Q3 2023	27
FIRST FINANCIAL CORP /IN/	25	2	0.01%	0.08%	0.11%	Q2 2016	Q3 2023	27
Greytown Advisors Inc.	27	27	0.24%	0.89%	3.54%	Q1 2017	Q3 2023	27
Bryn Mawr Capital Management, LLC	23	4	0.81%	7.23%	14.33%	Q4 2016	Q3 2023	27
AJ WEALTH STRATEGIES, LLC	27	27	0.04%	0.45%	1.22%	Q4 2016	Q2 2023	27
JRM Investment Counsel, LLC	26	1	0.51%	5.07%	17.53%	Q4 2014	Q3 2023	27
BUTENSKY & COHEN FINANCIAL SECURITY, INC	23	4	0.01%	0.31%	0.63%	Q3 2016	Q3 2023	27
LAU ASSOCIATES LLC	27	27	0.19%	0.69%	1.48%	Q2 2013	Q4 2019	27
WEALTHSOURCE PARTNERS, LLC	18	8	0.04%	0.14%	0.35%	Q2 2016	Q3 2023	26
Avantax Planning Partners, Inc.	21	1	0.00%	0.44%	1.50%	Q4 2016	Q3 2023	26
Heritage Trust Co	26	26	0.01%	0.51%	0.85%	Q2 2017	Q3 2023	26
Destination Wealth Management	16	1	0.00%	0.02%	0.10%	Q2 2016	Q3 2023	26
LeJeune Puetz Investment Counsel LLC	26	26	0.39%	0.44%	0.59%	Q4 2016	Q1 2023	26
CPWM, LLC	22	4	0.04%	1.78%	3.19%	Q4 2015	Q3 2022	26
EDMOND DE ROTHSCHILD HOLDING S.A.	26	26	0.00%	0.01%	0.01%	Q3 2016	Q4 2022	26
VPR Management LLC	26	26	9.57%	13.28%	19.17%	Q2 2017	Q3 2023	26
Shamrock Asset Management LLC	26	26	0.14%	0.64%	1.17%	Q2 2013	Q3 2019	26
Millburn Ridgefield Corp	26	26	0.00%	0.04%	0.33%	Q4 2016	Q1 2023	26
TOCQUEVILLE ASSET MANAGEMENT L.P.	19	1	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	26
Advisors Capital Management, LLC	26	26	0.01%	0.04%	0.05%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.01%	0.06%	0.18%	Q2 2013	Q3 2019	26
Glassman Wealth Services	26	26	0.03%	0.05%	0.10%	Q2 2017	Q3 2023	26
Wealth Architects, LLC	25	1	0.45%	5.33%	6.72%	Q2 2015	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.06%	0.11%	0.24%	Q2 2017	Q3 2023	26
SRS Capital Advisors, Inc.	10	7	0.28%	1.31%	3.61%	Q4 2016	Q3 2023	26
Pekin Hardy Strauss, Inc.	26	26	0.02%	0.20%	0.37%	Q2 2017	Q3 2023	26
SHINE INVESTMENT ADVISORY SERVICES INC	26	26	1.20%	4.27%	8.20%	Q2 2014	Q3 2020	26
MADISON INVESTMENT HOLDINGS INC	26	26	0.02%	0.19%	0.94%	Q2 2013	Q3 2019	26
OneDigital Investment Advisors LLC	26	26	0.02%	0.32%	0.56%	Q2 2017	Q3 2023	26
MPS Loria Financial Planners, LLC	26	26	0.37%	0.81%	1.58%	Q2 2017	Q3 2023	26
BFSG, LLC	17	9	0.16%	0.30%	0.70%	Q1 2017	Q3 2023	26
Keeley-Teton Advisors, LLC	17	9	0.02%	0.11%	0.18%	Q1 2017	Q3 2023	26
AVITY INVESTMENT MANAGEMENT INC.	14	12	0.03%	0.07%	0.13%	Q2 2014	Q3 2023	26
Van Hulzen Asset Management, LLC	26	26	0.16%	0.36%	0.58%	Q2 2017	Q3 2023	26
MURPHY CAPITAL MANAGEMENT INC	17	1	0.03%	0.05%	0.08%	Q4 2013	Q2 2022	26
AMERICAN NATIONAL BANK	17	9	0.00%	0.02%	0.05%	Q3 2014	Q3 2023	26
Kingsview Wealth Management, LLC	20	6	0.21%	0.55%	0.80%	Q1 2017	Q3 2023	26
SMITH, MOORE & CO.	26	26	0.07%	0.80%	1.94%	Q2 2017	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.02%	0.22%	0.70%	Q2 2013	Q3 2019	26
YorkBridge Wealth Partners, LLC	25	25	0.67%	0.85%	1.31%	Q4 2016	Q4 2022	25
NOVARE CAPITAL MANAGEMENT LLC	21	4	0.04%	0.13%	0.22%	Q1 2017	Q3 2023	25
TIAA, FSB	25	25	0.02%	0.03%	0.06%	Q2 2017	Q2 2023	25
MILLENNIUM MANAGEMENT LLC	8	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	25
Smithfield Trust Co	14	11	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	25
First National Bank of Mount Dora, Trust Investment Services	25	25	0.46%	0.83%	1.05%	Q4 2017	Q4 2023	25
Lido Advisors, LLC	25	25	0.02%	0.15%	0.65%	Q3 2017	Q3 2023	25
PARK AVENUE SECURITIES LLC	14	1	0.75%	3.35%	9.70%	Q4 2014	Q3 2023	25
TRUIST FINANCIAL CORP	24	1	0.01%	0.34%	1.15%	Q1 2016	Q3 2023	25
Stockman Wealth Management, Inc.	25	25	0.08%	0.21%	0.99%	Q1 2017	Q1 2023	25
Belpointe Asset Management LLC	25	25	0.16%	0.28%	0.60%	Q3 2017	Q3 2023	25
Sage Capital Advisors,llc	25	25	0.20%	0.27%	0.37%	Q3 2017	Q3 2023	25
Westside Investment Management, Inc.	15	1	0.11%	1.40%	2.85%	Q4 2016	Q3 2023	25
BOSTON ADVISORS LLC	25	25	0.01%	0.03%	0.12%	Q3 2013	Q3 2019	25
Mosaic Family Wealth, LLC	25	25	0.07%	0.20%	0.33%	Q4 2015	Q4 2021	25
SG Americas Securities, LLC	11	1	0.00%	0.01%	0.05%	Q4 2013	Q3 2021	25
Valeo Financial Advisors, LLC	25	25	0.03%	0.06%	0.10%	Q3 2017	Q3 2023	25
Corient Capital Partners, LLC	25	25	0.07%	0.16%	1.04%	Q3 2016	Q3 2022	25
Bragg Financial Advisors, Inc	14	2	0.01%	0.04%	0.06%	Q3 2016	Q3 2023	25
Transamerica Financial Advisors, Inc.	15	1	0.04%	0.67%	3.07%	Q1 2015	Q3 2023	25
PARAMETRIC PORTFOLIO ASSOCIATES LLC	25	25	0.00%	0.01%	0.04%	Q1 2016	Q1 2022	25
Cedar Wealth Management, LLC	15	10	0.01%	0.04%	0.15%	Q2 2016	Q3 2023	25
Merriman Wealth Management, LLC	25	25	0.02%	0.07%	0.11%	Q3 2017	Q3 2023	25
WILLIAMS JONES & ASSOCIATES LLC	25	25	0.02%	0.03%	0.06%	Q2 2013	Q2 2019	25
BDO Wealth Advisors, LLC	25	25	0.25%	0.63%	1.06%	Q2 2017	Q2 2023	25
HoyleCohen, LLC	24	24	0.29%	0.41%	0.55%	Q4 2017	Q3 2023	24
SimpliFi, Inc.	24	24	8.38%	9.21%	10.51%	Q4 2017	Q3 2023	24
Crossvault Capital Management LLC	17	7	0.07%	0.12%	0.16%	Q1 2016	Q1 2022	24
Integrated Wealth Concepts LLC	24	24	0.07%	0.17%	0.43%	Q4 2017	Q3 2023	24
Verdence Capital Advisors LLC	24	24	0.09%	0.21%	0.45%	Q4 2017	Q3 2023	24
Cornell Pochily Investment Advisors, Inc.	24	24	0.38%	0.87%	1.08%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.22%	0.33%	0.46%	Q4 2017	Q3 2023	24
COOPER/HAIMS ADVISORS, LLC	24	24	0.49%	0.70%	0.82%	Q4 2017	Q3 2023	24
Successful Portfolios LLC	24	24	0.40%	0.58%	0.83%	Q4 2017	Q3 2023	24
COMERICA BANK	13	1	0.00%	0.01%	0.08%	Q3 2013	Q3 2023	24
Stokes Capital Advisors, LLC	24	24	2.46%	3.06%	4.10%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.06%	0.23%	0.38%	Q4 2017	Q3 2023	24
180 WEALTH ADVISORS, LLC	24	24	0.68%	1.91%	2.99%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.17%	0.34%	0.78%	Q4 2017	Q3 2023	24
Family Management Corp	20	4	0.15%	2.77%	6.81%	Q2 2015	Q3 2023	24
Mutual Advisors, LLC	24	24	0.87%	1.49%	3.54%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.72%	0.87%	1.04%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.04%	0.15%	0.34%	Q4 2017	Q3 2023	24
Bigelow Investment Advisors, LLC	24	24	2.60%	3.29%	4.29%	Q4 2017	Q3 2023	24
Riggs Asset Managment Co. Inc.	9	1	0.00%	0.18%	0.76%	Q3 2014	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.00%	0.13%	0.46%	Q4 2017	Q3 2023	24
SOL Capital Management CO	24	24	0.10%	0.13%	0.16%	Q4 2017	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	0.98%	1.31%	1.77%	Q4 2017	Q3 2023	24
Santori & Peters, Inc.	24	24	0.38%	0.47%	0.65%	Q4 2017	Q3 2023	24
Burt Wealth Advisors	17	7	0.00%	0.05%	0.19%	Q4 2014	Q4 2020	24
Northwest Bancshares, Inc.	24	24	0.17%	0.25%	0.40%	Q4 2017	Q3 2023	24
IFG Advisory, LLC	24	24	0.33%	0.59%	0.90%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.21%	0.41%	0.58%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.10%	0.29%	0.44%	Q4 2017	Q3 2023	24
TIEDEMANN ADVISORS, LLC	24	24	0.02%	0.04%	0.08%	Q4 2017	Q3 2023	24
NVWM, LLC	24	24	0.13%	0.20%	0.33%	Q4 2017	Q3 2023	24
Pinnacle Wealth Management Advisory Group, LLC	24	24	0.10%	0.14%	0.21%	Q4 2017	Q3 2023	24
HL FINANCIAL SERVICES LLC	24	24	0.07%	0.09%	0.14%	Q2 2013	Q1 2019	24
Acorn Wealth Advisors, LLC	24	24	0.50%	1.71%	3.01%	Q4 2017	Q3 2023	24
Financial Partners Group, Inc	24	24	0.17%	0.39%	0.89%	Q4 2017	Q3 2023	24
LexAurum Advisors, LLC	24	24	0.59%	0.90%	1.72%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.12%	0.43%	0.92%	Q4 2017	Q3 2023	24
Palisade Asset Management, LLC	24	24	0.05%	0.07%	0.08%	Q4 2017	Q3 2023	24
WESCAP Management Group, Inc.	24	24	0.24%	0.31%	0.40%	Q4 2017	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	2.04%	2.35%	2.70%	Q4 2017	Q3 2023	24
Leonard Rickey Investment Advisors P.L.L.C.	24	24	0.28%	0.39%	0.62%	Q4 2017	Q3 2023	24
VISTA INVESTMENT MANAGEMENT	24	24	0.26%	0.76%	1.67%	Q4 2017	Q3 2023	24
TRUE Private Wealth Advisors	24	24	0.02%	0.12%	0.22%	Q4 2017	Q3 2023	24
Tower View Wealth Management LLC	24	24	1.15%	1.70%	2.30%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.15%	0.31%	0.43%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.01%	0.03%	0.07%	Q4 2017	Q3 2023	24
Arlington Partners LLC	24	24	1.95%	8.06%	13.38%	Q4 2017	Q3 2023	24
Nikulski Financial, Inc.	24	24	6.58%	7.20%	8.13%	Q4 2017	Q3 2023	24
Johanson Financial Advisors, Inc.	20	4	3.44%	4.83%	6.63%	Q4 2015	Q4 2021	24
PDS Planning, Inc	24	24	1.14%	5.39%	7.75%	Q4 2017	Q3 2023	24
INR ADVISORY SERVICES LLC	24	24	0.00%	0.00%	0.01%	Q2 2013	Q1 2019	24
Smart Money Group LLC	24	24	0.22%	2.50%	6.33%	Q4 2017	Q3 2023	24
CADINHA & CO LLC	23	1	0.03%	0.05%	0.10%	Q2 2015	Q3 2022	24
Mascoma Wealth Management LLC	12	12	0.17%	1.16%	4.68%	Q4 2016	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.42%	0.55%	0.88%	Q4 2017	Q3 2023	24
WealthShield Partners, LLC	24	24	1.02%	2.05%	3.38%	Q4 2017	Q3 2023	24
Capital Investment Advisory Services, LLC	20	4	0.03%	0.18%	0.30%	Q1 2017	Q3 2023	24
WealthTrust-Arizona, LLC	23	23	0.24%	1.31%	4.04%	Q2 2013	Q4 2018	23
MGO ONE SEVEN LLC	21	2	0.30%	0.76%	1.18%	Q4 2017	Q3 2023	23
Founders Capital Management	13	10	0.02%	0.05%	0.08%	Q4 2017	Q4 2023	23
ASSETMARK, INC	13	1	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	23
Cadence Bank	23	23	0.03%	0.07%	0.14%	Q1 2018	Q3 2023	23
Krilogy Financial LLC	12	1	0.01%	0.07%	0.15%	Q3 2015	Q1 2023	23
RATIONAL ADVISORS LLC	23	23	0.02%	2.40%	6.62%	Q1 2018	Q3 2023	23
Integre Asset Management, LLC	23	23	0.06%	0.16%	0.33%	Q2 2014	Q4 2019	23
Biltmore Family Office, LLC	17	6	0.18%	0.33%	0.66%	Q4 2017	Q3 2023	23
COMERICA SECURITIES INC	23	23	0.48%	0.92%	1.52%	Q2 2013	Q4 2018	23
MACROVIEW INVESTMENT MANAGEMENT LLC	23	23	0.13%	0.87%	3.93%	Q1 2018	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.04%	0.15%	0.33%	Q1 2018	Q3 2023	23
Brightworth	22	1	0.20%	0.43%	0.92%	Q4 2015	Q3 2022	23
PFG Advisors	17	6	0.93%	1.98%	6.22%	Q4 2017	Q3 2023	23
BNP PARIBAS FINANCIAL MARKETS	23	23	0.00%	0.01%	0.03%	Q1 2018	Q3 2023	23
Sequoia Financial Advisors, LLC	15	8	0.02%	0.03%	0.05%	Q4 2017	Q3 2023	23
Leonetti & Associates, LLC	23	23	1.70%	2.02%	2.66%	Q2 2013	Q4 2018	23
Winfield Associates, Inc.	23	23	0.02%	0.08%	0.17%	Q4 2013	Q2 2019	23
PFS INVESTMENTS INC.	23	23	0.45%	1.68%	4.98%	Q4 2017	Q2 2023	23
Venturi Wealth Management, LLC	13	10	0.02%	3.25%	8.51%	Q4 2017	Q3 2023	23
MCF Advisors LLC	11	1	0.00%	0.00%	0.01%	Q3 2015	Q3 2023	23
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC	23	23	0.27%	0.61%	0.88%	Q2 2013	Q4 2018	23
Bedel Financial Consulting, Inc.	23	23	0.06%	0.10%	0.23%	Q4 2017	Q2 2023	23
Claybrook Capital, LLC	14	9	0.17%	0.23%	0.30%	Q4 2017	Q3 2023	23
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	6	0.01%	0.24%	0.57%	Q2 2013	Q2 2021	23
CULBERTSON A N & CO INC	23	23	0.07%	0.11%	0.15%	Q1 2018	Q3 2023	23
REGENTATLANTIC CAPITAL LLC	22	1	0.01%	0.09%	0.27%	Q4 2014	Q3 2022	23
Corbenic Partners LLC	13	10	0.00%	2.81%	7.91%	Q4 2014	Q2 2022	23
VAUGHAN DAVID INVESTMENTS LLC/IL	23	23	0.03%	0.04%	0.12%	Q1 2018	Q3 2023	23
Measured Wealth Private Client Group, LLC	22	1	0.11%	0.21%	0.75%	Q3 2017	Q3 2023	23
DEARBORN PARTNERS LLC	14	9	0.01%	0.33%	0.80%	Q2 2013	Q3 2023	23
Transform Wealth, LLC	13	10	0.02%	0.05%	0.09%	Q3 2017	Q3 2023	23
Fort Point Capital Partners LLC	15	3	0.05%	0.09%	0.16%	Q4 2014	Q3 2023	23
Almanack Investment Partners, LLC.	23	23	0.13%	0.24%	0.53%	Q4 2016	Q2 2022	23
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	19	4	0.10%	0.35%	1.78%	Q4 2017	Q3 2023	23
Barnett & Company, Inc.	13	1	0.00%	0.09%	0.36%	Q1 2016	Q3 2023	23
Doyle Wealth Management	23	23	2.11%	2.72%	3.78%	Q1 2017	Q3 2022	23
Certified Advisory Corp	11	11	0.28%	0.77%	1.31%	Q4 2017	Q3 2023	22
Icon Wealth Partners, LLC	19	3	0.05%	0.10%	0.17%	Q4 2017	Q3 2023	22
ROCKLAND TRUST CO	22	22	0.03%	0.10%	0.14%	Q2 2018	Q3 2023	22
Trilogy Capital Inc.	16	6	0.04%	0.28%	0.93%	Q1 2018	Q3 2023	22
Pathway Financial Advisors LLC	14	8	1.31%	2.24%	3.19%	Q4 2017	Q3 2023	22
Smart Portfolios, LLC	13	9	0.22%	1.36%	2.73%	Q2 2013	Q4 2019	22
FDx Advisors, Inc.	12	2	0.01%	0.04%	0.10%	Q1 2015	Q1 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.77%	2.39%	4.61%	Q2 2018	Q3 2023	22
Altavista Wealth Management, Inc.	20	1	0.12%	0.25%	0.34%	Q2 2013	Q4 2021	22
Oak Asset Management, LLC	13	4	0.16%	0.17%	0.19%	Q4 2017	Q3 2023	22
RPG Investment Advisory, LLC	22	22	0.23%	0.27%	0.32%	Q2 2018	Q3 2023	22
Mount Yale Investment Advisors, LLC	11	11	0.04%	0.08%	0.11%	Q1 2018	Q3 2023	22
CapWealth Advisors, LLC	20	2	0.00%	0.07%	0.20%	Q2 2013	Q2 2023	22
StoneX Group Inc.	19	3	0.50%	1.04%	1.56%	Q2 2017	Q3 2023	22
Ironsides Asset Advisors, LLC	18	4	0.08%	1.96%	3.54%	Q2 2014	Q4 2019	22
Fieldpoint Private Securities, LLC	22	22	0.06%	0.46%	1.62%	Q1 2017	Q2 2022	22
CORNERCAP INVESTMENT COUNSEL INC	15	1	0.02%	0.04%	0.05%	Q3 2014	Q1 2022	22
Signature Financial Management, Inc.	21	1	0.06%	0.31%	0.92%	Q2 2013	Q4 2018	22
Marietta Wealth Management, LLC	22	22	0.07%	0.11%	0.19%	Q1 2017	Q2 2022	22
JGP Wealth Management, LLC	22	22	0.17%	0.56%	1.09%	Q2 2018	Q3 2023	22
Ironwood Financial, llc	22	22	0.00%	0.01%	0.02%	Q2 2016	Q3 2021	22
Argent Trust Co	21	1	0.02%	0.04%	0.08%	Q1 2018	Q3 2023	22
HWG Holdings LP	6	2	0.04%	2.29%	11.52%	Q3 2017	Q4 2023	22
Brookstone Capital Management	13	1	0.01%	0.34%	0.88%	Q4 2013	Q3 2023	22
Select Asset Management & Trust	12	3	0.27%	5.07%	10.94%	Q4 2013	Q3 2023	22
Opus Capital Group, LLC	15	7	0.07%	0.41%	0.67%	Q4 2014	Q3 2023	22
CAMDEN NATIONAL BANK	22	22	0.19%	0.28%	0.42%	Q2 2018	Q3 2023	22
Strategic Wealth Partners, Ltd.	22	22	0.01%	0.77%	3.60%	Q4 2017	Q1 2023	22
JANICZEK WEALTH MANAGEMENT, LLC	22	22	0.00%	0.01%	0.02%	Q2 2018	Q3 2023	22
Sound Income Strategies, LLC	22	22	0.00%	0.01%	0.03%	Q2 2018	Q3 2023	22
Sunbelt Securities, Inc.	14	4	0.07%	0.19%	0.38%	Q2 2016	Q3 2023	22
MARINO, STRAM & ASSOCIATES LLC	15	1	0.12%	0.65%	1.08%	Q4 2017	Q3 2023	22
Blue Edge Capital, LLC	15	7	0.72%	2.36%	3.83%	Q1 2016	Q3 2023	22
KWMG, LLC	22	22	0.02%	0.98%	2.31%	Q2 2018	Q3 2023	22
Gradient Capital Advisors, LLC	22	22	0.19%	0.33%	0.42%	Q2 2018	Q3 2023	22
MISSION WEALTH MANAGEMENT, LP	22	22	0.03%	0.10%	0.36%	Q2 2018	Q3 2023	22
PLANNING DIRECTIONS INC	14	8	2.94%	7.31%	13.56%	Q1 2018	Q3 2023	22
BINGHAM OSBORN & SCARBOROUGH LLC	19	2	0.02%	0.07%	0.10%	Q3 2015	Q3 2021	21
Stratford Consulting, LLC	21	21	0.23%	0.28%	0.34%	Q1 2015	Q1 2020	21
GOFEN & GLOSSBERG LLC /IL/	21	21	0.01%	0.02%	0.02%	Q4 2017	Q4 2022	21
FOUNDERS FINANCIAL SECURITIES LLC	21	21	0.14%	0.90%	2.99%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.59%	0.81%	1.00%	Q1 2017	Q3 2023	21
Steinberg Global Asset Management	12	9	0.04%	0.10%	0.18%	Q2 2013	Q1 2019	21
Ford Financial Group, LLC	21	21	0.23%	0.45%	0.59%	Q4 2017	Q4 2022	21
Canton Hathaway, LLC	21	21	0.01%	0.02%	0.03%	Q3 2018	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.27%	0.38%	0.65%	Q3 2018	Q3 2023	21
SEGALL BRYANT & HAMILL, LLC	15	6	0.01%	0.01%	0.02%	Q1 2018	Q2 2023	21
Glenview Trust Co	17	1	0.02%	0.03%	0.07%	Q4 2012	Q3 2023	21
NewSquare Capital LLC	20	1	0.01%	0.02%	0.03%	Q3 2014	Q1 2020	21
Starfire Investment Advisers, Inc.	11	10	4.78%	5.55%	6.46%	Q1 2015	Q2 2020	21
CITIZENS FINANCIAL GROUP INC/RI	21	21	0.01%	0.11%	0.20%	Q3 2018	Q3 2023	21
Aevitas Wealth Management, Inc.	21	21	1.39%	1.72%	2.10%	Q4 2017	Q4 2022	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	1.14%	1.34%	1.83%	Q4 2017	Q4 2022	21
FORVIS Wealth Advisors, LLC	21	21	0.11%	0.41%	0.68%	Q3 2018	Q3 2023	21
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21	21	0.01%	0.38%	1.00%	Q3 2018	Q3 2023	21
Willow Creek Wealth Management Inc.	21	21	0.09%	0.15%	0.21%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.11%	0.71%	1.50%	Q3 2018	Q3 2023	21
Claraphi Advisory Network, LLC	21	21	0.12%	0.54%	1.83%	Q4 2017	Q4 2022	21
JBF Capital, Inc.	17	4	3.18%	3.62%	4.37%	Q2 2013	Q4 2021	21
Elmwood Wealth Management, Inc.	11	2	1.20%	1.83%	2.63%	Q1 2018	Q3 2023	21
Clear Perspective Advisors, LLC	21	21	0.28%	0.63%	3.41%	Q4 2016	Q4 2021	21
Baldwin Investment Management, LLC	11	10	0.12%	0.16%	0.21%	Q2 2018	Q3 2023	21
Providence Capital Advisors, LLC	12	1	0.01%	0.03%	0.09%	Q4 2017	Q3 2023	21
Orgel Wealth Management, LLC	21	21	0.06%	0.13%	0.23%	Q4 2015	Q4 2020	21
CUTLER INVESTMENT COUNSEL LLC	21	21	0.21%	0.36%	0.45%	Q3 2018	Q3 2023	21
Redhawk Wealth Advisors, Inc.	21	21	0.15%	0.20%	0.27%	Q3 2018	Q3 2023	21
WADE G W & INC	17	1	0.02%	0.12%	0.20%	Q4 2016	Q3 2023	21
Larson Financial Group LLC	20	1	0.02%	0.04%	0.21%	Q4 2017	Q3 2023	21
Proficio Capital Partners LLC	19	2	0.07%	0.38%	1.11%	Q4 2015	Q3 2023	21
Spears Abacus Advisors LLC	15	1	0.02%	0.03%	0.04%	Q4 2016	Q3 2023	21
Cable Hill Partners, LLC	15	6	0.01%	0.42%	0.78%	Q2 2018	Q3 2023	21
First City Capital Management, Inc.	14	1	0.07%	0.13%	0.17%	Q1 2014	Q3 2023	21
Prime Capital Investment Advisors, LLC	21	21	0.03%	0.34%	1.05%	Q3 2018	Q3 2023	21
FormulaFolio Investments, LLC	17	3	0.00%	0.05%	0.19%	Q4 2014	Q2 2021	20
Richard C. Young & CO., LTD.	20	20	0.04%	0.12%	0.89%	Q4 2018	Q3 2023	20
Sepio Capital, LP	20	20	0.10%	0.15%	0.22%	Q4 2018	Q3 2023	20
McCarthy Grittinger Financial Group, LLC	20	20	1.65%	2.43%	3.58%	Q4 2018	Q3 2023	20
Laurel Wealth Advisors LLC	20	20	4.78%	5.17%	5.43%	Q4 2018	Q3 2023	20
FCG ADVISORS, LLC	18	2	0.08%	0.14%	0.29%	Q3 2015	Q3 2020	20
American Portfolios Advisors	20	20	0.70%	0.78%	0.91%	Q4 2017	Q3 2022	20
FRANKLIN RESOURCES INC	14	6	0.00%	0.02%	0.04%	Q3 2014	Q3 2023	20
HHM Wealth Advisors, LLC	20	20	1.72%	2.17%	2.97%	Q4 2018	Q3 2023	20
Keystone Financial Group	18	2	0.30%	0.57%	0.75%	Q3 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.02%	0.08%	0.17%	Q4 2013	Q3 2018	20
Alera Investment Advisors, LLC	20	20	0.18%	0.39%	0.57%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.48%	0.80%	1.10%	Q4 2017	Q4 2022	20
Graves Light Lenhart Wealth, Inc.	20	20	3.29%	3.57%	3.94%	Q4 2018	Q3 2023	20
Pettinga Financial Advisors LLC	20	20	0.34%	0.99%	2.36%	Q4 2018	Q3 2023	20
Pasadena Private Wealth, LLC	20	20	0.16%	0.24%	0.54%	Q4 2018	Q3 2023	20
Continuum Advisory, LLC	20	20	0.27%	0.55%	1.21%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.09%	0.47%	0.93%	Q4 2018	Q3 2023	20
Compton Wealth Advisory Group, LLC	20	20	0.54%	4.66%	7.30%	Q4 2018	Q3 2023	20
Evergreen Advisors, LLC	20	20	0.34%	0.48%	0.90%	Q4 2018	Q3 2023	20
Texas Yale Capital Corp.	20	20	0.03%	0.13%	0.26%	Q4 2018	Q3 2023	20
ROMAN BUTLER FULLERTON & CO	20	20	0.24%	1.67%	2.25%	Q4 2018	Q3 2023	20
STOCK YARDS BANK & TRUST CO	19	1	0.02%	0.03%	0.06%	Q3 2018	Q3 2023	20
Brio Consultants, LLC	20	20	1.32%	5.85%	12.18%	Q4 2018	Q3 2023	20
Wealthfront Advisers LLC	20	20	3.72%	4.76%	5.69%	Q4 2018	Q3 2023	20
Hurlow Wealth Management Group, Inc.	20	20	1.38%	2.17%	2.65%	Q4 2018	Q3 2023	20
Vivaldi Capital Management LP	19	1	0.06%	0.29%	0.58%	Q3 2018	Q3 2023	20
Magnus Financial Group LLC	20	20	0.04%	0.09%	0.14%	Q4 2018	Q3 2023	20
Covenant Multifamily Offices, LLC	12	1	0.03%	7.79%	17.35%	Q4 2013	Q3 2021	20
Ellis Investment Partners, LLC	20	20	0.10%	0.14%	0.18%	Q4 2018	Q3 2023	20
Old Port Advisors	18	1	0.10%	0.14%	0.18%	Q2 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	4.18%	4.98%	5.45%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.35%	0.60%	1.11%	Q4 2018	Q3 2023	20
BRINKER CAPITAL INC	18	2	0.01%	0.21%	2.02%	Q3 2013	Q2 2020	20
Allred Capital Management, LLC	20	20	3.14%	5.58%	7.46%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.21%	0.28%	0.69%	Q4 2018	Q3 2023	20
Windhaven Investment Management, Inc.	20	20	2.31%	5.18%	8.67%	Q2 2013	Q1 2018	20
Wellesley Investment Partners, LLC	20	20	1.42%	1.65%	2.24%	Q4 2015	Q3 2020	20
Stratos Wealth Advisors, LLC	20	20	0.49%	1.58%	5.93%	Q4 2018	Q3 2023	20
West Coast Financial LLC	15	1	0.05%	0.09%	0.21%	Q3 2017	Q3 2023	20
Principle Wealth Partners LLC	20	20	3.48%	5.23%	9.58%	Q4 2018	Q3 2023	20
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	20	20	0.05%	0.10%	0.13%	Q2 2017	Q1 2022	20
TrinityPoint Wealth, LLC	20	20	0.06%	0.08%	0.13%	Q4 2018	Q3 2023	20
RHS Financial, LLC	20	20	0.29%	0.36%	0.41%	Q4 2018	Q3 2023	20
Gerber Kawasaki Wealth & Investment Management	12	8	0.08%	0.11%	0.18%	Q3 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.21%	0.57%	0.86%	Q4 2015	Q3 2020	20
THOMASPARTNERS, INC.	20	20	0.01%	0.01%	0.04%	Q2 2013	Q1 2018	20
Private Portfolio Partners LLC	20	20	0.70%	0.93%	1.20%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.08%	0.14%	0.23%	Q4 2018	Q3 2023	20
Oliver Luxxe Assets LLC	16	1	0.12%	0.88%	3.41%	Q4 2015	Q3 2023	20
CreativeOne Wealth, LLC	20	20	0.06%	0.42%	0.85%	Q4 2018	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.35%	0.69%	1.74%	Q1 2016	Q4 2020	20
Abbot Financial Management, Inc.	20	20	0.49%	1.39%	2.15%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	1.52%	2.14%	3.34%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	1.20%	1.38%	1.64%	Q4 2018	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	0.41%	1.26%	3.93%	Q4 2018	Q3 2023	20
Avondale Wealth Management	20	20	0.04%	0.09%	0.14%	Q4 2018	Q3 2023	20
MA Private Wealth	20	20	0.21%	0.61%	1.28%	Q4 2018	Q3 2023	20
Hilton Capital Management, LLC	12	2	0.01%	0.03%	0.08%	Q3 2015	Q3 2023	20
WASHINGTON TRUST BANK	10	10	0.00%	0.02%	0.06%	Q1 2014	Q1 2019	20
GYL FINANCIAL SYNERGIES, LLC	20	20	0.16%	1.59%	6.51%	Q4 2018	Q3 2023	20
Garrett Wealth Advisory Group, LLC	20	20	1.65%	3.30%	5.13%	Q4 2018	Q3 2023	20
Strategic Blueprint, LLC	20	20	0.29%	0.55%	1.27%	Q4 2018	Q3 2023	20
American Financial Advisors, LLC	20	20	1.92%	5.30%	9.39%	Q4 2018	Q3 2023	20
F3Logic, LLC	20	20	0.01%	0.09%	0.28%	Q1 2018	Q4 2022	20
THOROUGHBRED FINANCIAL SERVICES, LLC	20	20	0.11%	0.16%	0.21%	Q4 2018	Q3 2023	20
Meridian Wealth Advisors, LLC	20	20	2.18%	2.63%	3.38%	Q4 2018	Q3 2023	20
HOWARD FINANCIAL SERVICES, LTD.	20	20	4.24%	6.80%	9.67%	Q4 2018	Q3 2023	20
Trek Financial, LLC	20	20	0.23%	6.83%	18.00%	Q4 2018	Q3 2023	20
ERn Financial, LLC	20	20	0.21%	0.36%	0.68%	Q4 2018	Q3 2023	20
TFG Advisers LLC	20	20	0.65%	0.71%	0.78%	Q4 2018	Q3 2023	20
GREAT VALLEY ADVISOR GROUP, INC.	20	20	0.30%	0.64%	1.35%	Q4 2018	Q3 2023	20
CHEMICAL BANK	20	20	0.03%	0.13%	0.46%	Q3 2014	Q2 2019	20
HOWLAND CAPITAL MANAGEMENT LLC	19	1	0.01%	0.02%	0.03%	Q3 2018	Q3 2023	20
Lester Murray Antman dba SimplyRich	8	4	0.17%	0.18%	0.21%	Q4 2017	Q2 2023	20
Archer Investment Corp	20	20	1.50%	2.37%	2.99%	Q4 2018	Q3 2023	20
Occidental Asset Management, LLC	18	1	0.12%	0.58%	1.29%	Q4 2016	Q3 2023	20
INVESTMENT MANAGEMENT OF VIRGINIA LLC	12	2	0.04%	0.05%	0.07%	Q2 2016	Q1 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.15%	0.34%	0.59%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	0.21%	0.35%	0.48%	Q2 2016	Q1 2021	20
FinTrust Capital Advisors, LLC	20	20	0.07%	0.25%	0.51%	Q4 2018	Q3 2023	20
PEAPACK GLADSTONE FINANCIAL CORP	19	1	0.01%	0.07%	0.16%	Q3 2018	Q3 2023	20
Ruggie Capital Group	16	4	0.36%	6.17%	9.86%	Q4 2014	Q4 2019	20
INTEGRATED CAPITAL MANAGEMENT, INC.	20	20	3.58%	8.36%	9.29%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.02%	0.11%	1.10%	Q4 2014	Q3 2019	20
Eukles Asset Management	20	20	0.01%	0.02%	0.03%	Q4 2018	Q3 2023	20
Dougherty Wealth Advisers LLC	20	20	0.04%	0.07%	0.11%	Q4 2018	Q3 2023	20
Sonora Investment Management, LLC	20	20	0.00%	0.01%	0.03%	Q4 2016	Q3 2021	20
Windham Capital Management, LLC	19	19	0.20%	0.41%	0.71%	Q1 2019	Q3 2023	19
FIRST NATIONAL CORP /MA/ /ADV	18	1	0.10%	0.12%	0.22%	Q4 2018	Q3 2023	19
Matthew Goff Investment Advisor, LLC	14	5	0.42%	1.30%	4.69%	Q3 2017	Q3 2023	19
MOSELEY INVESTMENT MANAGEMENT INC	19	19	0.78%	1.37%	2.11%	Q1 2019	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.22%	0.75%	1.63%	Q1 2019	Q3 2023	19
MEEDER ASSET MANAGEMENT INC	15	4	0.00%	0.04%	0.11%	Q4 2016	Q3 2022	19
Country Club Trust Company, n.a.	19	19	0.03%	0.64%	1.18%	Q2 2017	Q4 2021	19
TimeScale Financial, Inc.	19	19	0.04%	0.09%	0.25%	Q4 2018	Q2 2023	19
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	11	8	0.00%	0.02%	0.05%	Q4 2017	Q3 2023	19
Betterment LLC	14	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	19
BANK OF NOVA SCOTIA	17	2	0.00%	0.10%	0.61%	Q1 2013	Q2 2022	19
DAVIS R M INC	19	19	0.01%	0.06%	0.36%	Q1 2019	Q3 2023	19
Fortis Advisors, LLC	12	1	0.02%	1.13%	4.29%	Q3 2017	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.06%	0.34%	0.89%	Q2 2013	Q4 2017	19
COMERICA SECURITIES,INC.	19	19	0.10%	0.44%	0.61%	Q1 2019	Q3 2023	19
Weaver Consulting Group	19	19	1.35%	3.24%	4.49%	Q1 2019	Q3 2023	19
Independence Bank of Kentucky	19	19	0.01%	0.09%	0.12%	Q1 2019	Q3 2023	19
Independent Advisor Alliance	17	1	0.03%	0.17%	1.20%	Q1 2017	Q3 2023	19
Western Wealth Management, LLC	11	8	0.73%	1.36%	1.60%	Q4 2018	Q3 2023	19
1834 INVESTMENT ADVISORS CO	19	19	0.01%	0.01%	0.02%	Q4 2017	Q2 2022	19
FRG Family Wealth Advisors LLC	19	19	0.40%	2.41%	2.90%	Q1 2019	Q3 2023	19
Vantage Financial Partners Ltd., Inc.	19	19	0.20%	0.80%	1.15%	Q1 2019	Q3 2023	19
Aptus Capital Advisors, LLC	19	19	0.10%	0.27%	0.82%	Q1 2019	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.01%	0.08%	0.12%	Q4 2018	Q3 2023	19
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	10	4	0.01%	0.02%	0.02%	Q1 2015	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.24%	0.33%	0.51%	Q2 2013	Q4 2017	19
PrairieView Partners, LLC	17	2	0.08%	0.10%	0.12%	Q4 2017	Q3 2023	19
NORTHSTAR ASSET MANAGEMENT Co LLC	19	19	0.13%	0.53%	1.01%	Q1 2019	Q3 2023	19
PHILADELPHIA TRUST CO	19	19	0.12%	0.32%	0.48%	Q1 2019	Q3 2023	19
RVW Wealth, LLC	15	4	0.04%	0.15%	0.32%	Q1 2019	Q4 2023	19
SAGE RHINO CAPITAL LLC	19	19	0.20%	0.25%	0.30%	Q1 2019	Q3 2023	19
Avidian Wealth Solutions, LLC	15	1	0.02%	0.09%	0.42%	Q3 2015	Q3 2023	19
CULLEN/FROST BANKERS, INC.	19	19	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	19
Altium Wealth Management LLC	19	19	0.04%	0.12%	0.35%	Q4 2017	Q2 2022	19
Peninsula Wealth, LLC	11	8	0.13%	0.20%	0.39%	Q1 2018	Q3 2023	19
FLC Capital Advisors	19	19	1.22%	1.97%	2.94%	Q4 2018	Q2 2023	19
LAKE STREET PRIVATE WEALTH, LLC	19	19	0.12%	0.36%	0.55%	Q1 2019	Q3 2023	19
Prestige Wealth Management Group LLC	14	5	0.01%	0.05%	0.24%	Q4 2018	Q3 2023	19
TSFG, LLC	19	19	1.02%	1.31%	1.65%	Q1 2019	Q3 2023	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.01%	0.10%	1.40%	Q3 2018	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	1.13%	1.25%	1.41%	Q1 2019	Q3 2023	19
RDA Financial Network	19	19	0.18%	0.31%	0.46%	Q1 2019	Q3 2023	19
Joseph P. Lucia & Associates, LLC	19	19	0.15%	0.78%	1.78%	Q1 2019	Q3 2023	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.29%	0.37%	0.45%	Q1 2019	Q3 2023	19
WEALTHFRONT Corp	19	19	5.37%	6.28%	7.91%	Q1 2014	Q3 2018	19
LODESTAR INVESTMENT COUNSEL LLC/IL	19	19	0.06%	0.08%	0.17%	Q4 2014	Q2 2019	19
Livingston Group Asset Management CO (operating as Southport Capital Management)	18	1	0.02%	0.60%	1.08%	Q2 2016	Q1 2022	19
NORTH STAR ASSET MANAGEMENT INC	10	9	0.01%	0.03%	0.10%	Q4 2017	Q3 2023	19
Arden Trust Co	19	19	0.06%	0.15%	0.50%	Q2 2019	Q4 2023	19
Financial Insights, Inc.	18	1	1.27%	3.31%	4.96%	Q4 2018	Q3 2023	19
Zions Bancorporation, N.A.	19	19	1.25%	9.38%	17.74%	Q1 2019	Q3 2023	19
CLIFFORD SWAN INVESTMENT COUNSEL LLC	13	1	0.01%	0.01%	0.02%	Q1 2017	Q3 2023	19
Realta Investment Advisors	19	19	0.05%	0.16%	0.33%	Q1 2019	Q3 2023	19
Wechter Feldman Wealth Management, Inc.	19	19	4.65%	9.56%	16.32%	Q4 2016	Q2 2021	19
Capital Planning Advisors, LLC	19	19	0.07%	0.49%	1.33%	Q4 2014	Q2 2019	19
MBM Wealth Consultants, LLC	18	18	0.04%	0.05%	0.06%	Q4 2018	Q1 2023	18
ROCKEFELLER FINANCIAL SERVICES INC	14	4	0.04%	0.04%	0.05%	Q2 2013	Q4 2017	18
WEALTH ADVISORS, INC.	16	16	0.04%	2.79%	3.96%	Q4 2019	Q3 2023	18
Vestmark Advisory Solutions, Inc.	15	3	0.04%	0.09%	0.25%	Q1 2019	Q3 2023	18
DAVIDSON & GARRARD INC	18	18	1.03%	1.22%	1.57%	Q2 2013	Q3 2017	18
ICONIQ Capital, LLC	18	18	0.03%	0.07%	0.18%	Q4 2014	Q1 2019	18
Shulman DeMeo Asset Management LLC	9	9	0.08%	0.11%	0.26%	Q1 2019	Q3 2023	18
Jackson Hole Capital Partners, LLC	18	18	0.11%	0.13%	0.17%	Q2 2019	Q3 2023	18
Round Table Services, LLC	18	18	0.04%	0.12%	0.17%	Q1 2018	Q2 2022	18
RAY GERALD L & ASSOCIATES LTD	18	18	0.07%	0.10%	0.13%	Q2 2013	Q3 2017	18
Advisory Alpha, LLC	13	5	0.03%	0.36%	2.21%	Q1 2019	Q3 2023	18
BRIDGES INVESTMENT MANAGEMENT INC	18	18	0.01%	0.01%	0.03%	Q4 2018	Q1 2023	18
MIDWEST INVESTMENT MANAGEMENT LLC	18	18	0.38%	0.55%	1.09%	Q2 2013	Q3 2017	18
Jordan Park Group LLC	18	18	0.16%	0.36%	0.86%	Q2 2019	Q3 2023	18
PATTON ALBERTSON MILLER GROUP, LLC	18	18	0.48%	0.69%	0.97%	Q2 2019	Q3 2023	18
Jacobus Wealth Management, Inc.	18	18	2.80%	3.47%	3.98%	Q2 2013	Q3 2017	18
SVB WEALTH LLC	18	18	0.01%	0.24%	0.36%	Q2 2019	Q3 2023	18
NATIONAL PLANNING CORP	18	18	0.18%	0.39%	0.55%	Q2 2013	Q3 2017	18
EisnerAmper Wealth Management Corporate Benefits, LLC	18	18	0.19%	3.17%	9.66%	Q3 2019	Q4 2023	18
Roundview Capital LLC	13	1	0.04%	0.09%	0.20%	Q3 2018	Q3 2023	18
Tranquility Partners, LLC	18	18	1.16%	1.51%	2.03%	Q2 2019	Q3 2023	18
Stonebridge Capital Advisors LLC	18	18	0.03%	0.04%	0.06%	Q2 2019	Q3 2023	18
Tradewinds Capital Management, LLC	14	1	0.00%	0.02%	0.08%	Q4 2013	Q1 2022	18
Commonwealth Equity Services, Inc	18	18	0.69%	0.80%	0.92%	Q2 2013	Q3 2017	18
Sound View Wealth Advisors Group, LLC	18	18	0.84%	1.74%	2.23%	Q2 2019	Q3 2023	18
Connecticut Wealth Management, LLC	18	18	2.21%	3.43%	4.45%	Q2 2019	Q3 2023	18
MEANS INVESTMENT CO., INC.	14	4	0.05%	0.06%	0.09%	Q1 2019	Q3 2023	18
OGOREK ANTHONY JOSEPH /NY/ /ADV	14	4	0.05%	5.67%	19.03%	Q2 2016	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.78%	1.00%	1.55%	Q2 2013	Q3 2017	18
Bedell Frazier Investment Counselling, LLC	18	18	0.09%	0.11%	0.12%	Q2 2019	Q3 2023	18
Baltimore-Washington Financial Advisors, Inc.	13	1	0.01%	1.56%	3.76%	Q4 2013	Q3 2023	18
KILEY JUERGENS WEALTH MANAGEMENT, LLC	14	4	0.62%	1.01%	1.30%	Q4 2017	Q3 2023	18
Bay Harbor Wealth Management, LLC	12	6	0.00%	0.10%	0.18%	Q4 2018	Q3 2023	18
Fiduciary Trust Co International of Pennsylvania	12	1	0.02%	0.41%	1.50%	Q3 2014	Q1 2020	18
Asset Planning Services, Ltd.	18	18	0.01%	0.05%	0.09%	Q2 2015	Q3 2019	18
SCHMIDT P J INVESTMENT MANAGEMENT INC	14	4	0.13%	0.49%	0.84%	Q3 2014	Q3 2023	18
Ellevest, Inc.	18	18	0.00%	0.01%	0.02%	Q4 2018	Q1 2023	18
Principal Street Partners, LLC	18	18	0.22%	0.47%	0.74%	Q2 2019	Q3 2023	18
Essex Savings Bank	17	1	0.16%	0.37%	0.49%	Q4 2018	Q3 2023	18
ATLAS CAPITAL ADVISORS LLC	18	18	0.18%	0.30%	0.38%	Q2 2019	Q3 2023	18
Private Capital Group, LLC	18	18	0.02%	0.04%	0.06%	Q4 2017	Q1 2022	18
WESBANCO BANK INC	11	7	0.02%	0.04%	0.10%	Q1 2019	Q3 2023	18
Frisch Financial Group, Inc.	17	17	0.20%	0.23%	0.29%	Q3 2019	Q3 2023	17
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	17	17	0.00%	0.03%	0.05%	Q3 2019	Q3 2023	17
Wolff Financial Management LLC	10	1	0.46%	0.71%	0.97%	Q4 2018	Q3 2023	17
Lindbrook Capital, LLC	10	1	0.01%	0.04%	0.10%	Q4 2018	Q3 2023	17
Legacy Financial Advisors, Inc.	11	6	0.02%	0.06%	0.13%	Q4 2017	Q3 2023	17
Financial Management Professionals, Inc.	14	1	0.00%	0.00%	0.03%	Q3 2013	Q1 2023	17
GILL CAPITAL PARTNERS, LLC	16	1	0.11%	0.15%	0.19%	Q4 2018	Q4 2023	17
Farmers National Bank	15	2	0.16%	0.31%	0.44%	Q4 2014	Q2 2019	17
B. Riley Wealth Management, Inc.	7	4	0.00%	0.13%	0.30%	Q1 2014	Q2 2022	17
&PARTNERS	10	7	0.10%	0.26%	0.41%	Q4 2018	Q2 2023	17
Concert Wealth Management Inc.	17	17	0.09%	0.20%	0.32%	Q2 2013	Q2 2017	17
Cutter & CO Brokerage, Inc.	16	1	0.07%	0.09%	0.11%	Q3 2018	Q3 2023	17
Beacon Pointe Advisors, LLC	17	17	0.08%	0.54%	0.85%	Q3 2019	Q3 2023	17
EVOKE WEALTH, LLC	17	17	0.36%	0.51%	0.68%	Q3 2019	Q3 2023	17
Hubbell Strickland Wealth Management, LLC	17	17	31.80%	33.28%	35.08%	Q3 2019	Q3 2023	17
Miracle Mile Advisors, LLC	17	17	0.03%	0.43%	0.82%	Q3 2019	Q3 2023	17
BARINGS LLC	17	17	0.07%	0.99%	3.14%	Q4 2018	Q4 2022	17
DAGCO, INC.	17	17	0.10%	2.13%	3.36%	Q3 2019	Q3 2023	17
Ranch Capital Advisors Inc.	17	17	1.33%	2.86%	3.84%	Q3 2019	Q3 2023	17
RELIANCE TRUST CO OF DELAWARE	11	6	0.03%	0.56%	0.76%	Q3 2013	Q1 2019	17
Investors Research Corp	17	17	0.01%	0.02%	0.03%	Q1 2019	Q1 2023	17
Cascade Investment Advisors, Inc.	16	1	0.02%	0.02%	0.02%	Q3 2018	Q1 2023	17
SYM FINANCIAL Corp	13	1	0.07%	0.18%	0.39%	Q4 2017	Q3 2023	17
Geneva Advisors, LLC	17	17	0.01%	0.01%	0.02%	Q2 2013	Q2 2017	17
WealthBridge Capital Management, LLC	15	2	0.04%	1.42%	1.69%	Q4 2018	Q3 2023	17
BKS ADVISORS, LLC	17	17	0.16%	0.29%	0.41%	Q1 2015	Q1 2019	17
M&R CAPITAL MANAGEMENT INC	9	8	0.00%	0.01%	0.03%	Q2 2017	Q4 2023	17
Williams Jones Wealth Management, LLC.	17	17	0.03%	0.03%	0.05%	Q3 2019	Q3 2023	17
NorthRock Partners, LLC	17	17	0.35%	0.56%	0.71%	Q3 2019	Q3 2023	17
Capital Asset Advisory Services LLC	17	17	0.04%	0.12%	0.21%	Q3 2019	Q3 2023	17
IBEX WEALTH ADVISORS	7	2	0.17%	0.42%	0.66%	Q3 2016	Q4 2022	17
Radnor Capital Management, LLC	11	1	0.08%	0.11%	0.15%	Q4 2018	Q3 2023	17
Resource Management, LLC	17	17	0.06%	0.09%	0.12%	Q4 2017	Q4 2021	17
Vigilare Wealth Management	17	17	4.13%	6.08%	8.41%	Q4 2019	Q4 2023	17
Pacifica Partners Inc.	17	17	0.09%	0.12%	0.16%	Q4 2019	Q4 2023	17
WFG Advisors, LP	17	17	0.09%	0.22%	0.46%	Q2 2013	Q2 2017	17
Miramar Capital, LLC	17	17	0.14%	0.54%	0.92%	Q3 2019	Q3 2023	17
DELTA ASSET MANAGEMENT LLC/TN	13	4	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	17
Silver Lake Advisory, LLC	9	2	0.10%	0.25%	0.46%	Q1 2019	Q2 2023	16
Newport Wealth Strategies, Inc.	16	16	2.63%	3.39%	4.66%	Q4 2017	Q3 2021	16
ORLEANS CAPITAL MANAGEMENT CORP/LA	9	3	0.15%	0.17%	0.20%	Q2 2019	Q3 2023	16
MATRIX ASSET ADVISORS INC/NY	14	2	0.04%	0.07%	0.08%	Q3 2019	Q3 2023	16
STEPH & CO	16	16	0.01%	0.04%	0.10%	Q4 2019	Q3 2023	16
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	9	1	0.04%	0.05%	0.08%	Q1 2016	Q1 2022	16
ADIRONDACK TRUST CO	16	16	0.05%	0.06%	0.10%	Q4 2019	Q3 2023	16
ROVIN CAPITAL /UT/ /ADV	16	16	6.27%	15.06%	27.88%	Q4 2019	Q3 2023	16
TRUST DEPARTMENT MB FINANCIAL BANK N A	12	4	0.00%	0.01%	0.06%	Q2 2014	Q4 2018	16
DERBY & COMPANY, INC	16	16	13.46%	17.10%	20.54%	Q4 2017	Q3 2021	16
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	16	16	0.12%	1.65%	2.94%	Q4 2019	Q3 2023	16
TANDEM CAPITAL MANAGEMENT CORP /ADV	16	16	0.53%	1.05%	1.34%	Q4 2019	Q3 2023	16
STEEL GROVE CAPITAL ADVISORS, LLC	14	2	0.09%	0.17%	0.21%	Q1 2014	Q4 2018	16
Fisher Asset Management, LLC	6	1	0.00%	0.00%	0.00%	Q2 2017	Q3 2023	16
WEIK CAPITAL MANAGEMENT	16	16	0.10%	0.28%	0.48%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.07%	0.19%	0.54%	Q4 2019	Q3 2023	16
Acropolis Investment Management, LLC	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.41%	0.66%	0.94%	Q4 2019	Q3 2023	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.77%	0.89%	1.12%	Q4 2019	Q3 2023	16
BANK OF THE WEST	16	16	0.03%	0.10%	0.14%	Q1 2019	Q4 2022	16
West Oak Capital, LLC	16	16	0.01%	0.12%	0.22%	Q4 2019	Q3 2023	16
SEI INVESTMENTS CO	15	1	0.00%	0.00%	0.00%	Q4 2014	Q1 2019	16
BLB&B Advisors, LLC	7	1	0.02%	0.03%	0.04%	Q4 2016	Q3 2023	16
J.W. COLE ADVISORS, INC.	16	16	0.30%	0.78%	1.82%	Q4 2019	Q3 2023	16
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16	16	0.00%	0.10%	0.14%	Q4 2019	Q3 2023	16
Efficient Market Advisors, LLC	16	16	0.08%	0.17%	0.74%	Q2 2013	Q1 2017	16
Cypress Wealth Advisors LLC	16	16	6.25%	8.76%	17.22%	Q2 2015	Q1 2019	16
TOMPKINS FINANCIAL CORP	10	1	0.00%	0.01%	0.03%	Q1 2016	Q4 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.22%	0.27%	0.32%	Q4 2019	Q3 2023	16
ArchPoint Investors	13	3	0.01%	0.05%	0.09%	Q4 2015	Q1 2020	16
McKinley Carter Wealth Services, Inc.	12	1	0.02%	0.04%	0.06%	Q1 2018	Q3 2023	16
Hemenway Trust Co LLC	16	16	0.03%	0.04%	0.06%	Q4 2019	Q3 2023	16
Carlton Hofferkamp & Jenks Wealth Management, LLC	16	16	0.53%	0.70%	0.85%	Q4 2019	Q3 2023	16
Autus Asset Management, LLC	15	1	0.06%	0.13%	0.21%	Q4 2018	Q4 2022	16
Monterey Private Wealth, Inc.	16	16	0.64%	0.70%	0.75%	Q4 2019	Q3 2023	16
Twin Tree Management, LP	6	5	0.00%	0.05%	0.20%	Q3 2019	Q3 2022	16
IAG Wealth Partners, LLC	16	16	2.02%	3.56%	4.76%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.06%	0.21%	0.39%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	0.17%	0.27%	0.39%	Q4 2019	Q3 2023	16
StrongBox Wealth, LLC	16	16	1.52%	2.63%	4.02%	Q1 2020	Q4 2023	16
Chicago Partners Investment Group LLC	9	2	0.00%	0.06%	0.16%	Q2 2015	Q3 2023	16
American Institute for Advanced Investment Management, LLP	16	16	2.67%	2.88%	3.12%	Q4 2019	Q3 2023	16
Consolidated Planning Corp	16	16	0.61%	0.75%	0.97%	Q4 2019	Q3 2023	16
Kerntke Otto McGlone Wealth Management Group	16	16	0.94%	3.05%	6.15%	Q4 2019	Q3 2023	16
Seven Springs Wealth Group, LLC	16	16	0.82%	2.19%	2.69%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	4.76%	5.99%	7.00%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	1.74%	4.67%	5.77%	Q4 2019	Q3 2023	16
1776 Wealth LLC	16	16	0.29%	0.34%	0.40%	Q4 2019	Q3 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.04%	0.04%	0.05%	Q4 2019	Q3 2023	16
Visionary Wealth Advisors	16	16	0.96%	1.54%	2.03%	Q4 2019	Q3 2023	16
Optas, LLC	16	16	0.10%	0.13%	0.17%	Q4 2019	Q3 2023	16
Fusion Capital, LLC	16	16	7.93%	8.73%	9.85%	Q4 2019	Q3 2023	16
HBC Financial Services, PLLC	16	16	0.00%	1.07%	1.60%	Q4 2019	Q3 2023	16
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	16	16	0.48%	4.04%	8.04%	Q4 2019	Q3 2023	16
CLIENT 1ST ADVISORY GROUP, LLC	16	16	1.84%	2.06%	3.04%	Q4 2019	Q3 2023	16
Wade Financial Advisory, Inc	16	16	1.46%	2.05%	2.85%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.03%	0.09%	0.17%	Q4 2019	Q3 2023	16
360 Financial, Inc.	16	16	7.08%	24.72%	32.19%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	10.18%	12.62%	16.62%	Q4 2019	Q3 2023	16
Indie Asset Partners, LLC	16	16	0.35%	0.52%	0.77%	Q4 2019	Q3 2023	16
CVA Family Office, LLC	16	16	1.10%	2.08%	4.65%	Q4 2019	Q3 2023	16
TOBIAS FINANCIAL ADVISORS, INC.	16	16	0.32%	0.90%	1.40%	Q4 2019	Q3 2023	16
Mayfair Advisory Group, LLC	16	16	1.16%	1.53%	2.77%	Q4 2019	Q3 2023	16
PBMares Wealth Management LLC	16	16	0.15%	0.28%	0.47%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	5.82%	7.03%	7.81%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.06%	0.07%	0.08%	Q4 2019	Q3 2023	16
SPRENG CAPITAL MANAGEMENT, INC.	16	16	0.24%	1.00%	1.62%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.37%	0.49%	0.96%	Q4 2019	Q3 2023	16
Abacus Planning Group, Inc.	13	3	0.07%	0.10%	0.16%	Q2 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.04%	0.13%	0.86%	Q4 2019	Q3 2023	16
Secure Asset Management, LLC	16	16	0.62%	0.97%	1.26%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	1.15%	1.45%	2.76%	Q4 2019	Q3 2023	16
SkyOak Wealth, LLC	16	16	0.27%	1.18%	1.54%	Q4 2019	Q3 2023	16
Atlas Private Wealth Management, LLC	16	16	0.42%	0.88%	1.70%	Q4 2019	Q3 2023	16
Austin Private Wealth, LLC	16	16	0.18%	0.46%	1.01%	Q4 2019	Q3 2023	16
ATTICUS WEALTH MANAGEMENT, LLC	16	16	0.58%	0.99%	1.25%	Q4 2019	Q3 2023	16
Sunburst Financial Group, LLC	16	16	0.86%	1.13%	1.43%	Q4 2019	Q3 2023	16
Compass Ion Advisors, LLC	16	16	0.54%	1.32%	2.19%	Q4 2019	Q3 2023	16
Merit Financial Group, LLC	16	16	0.02%	0.04%	0.06%	Q4 2019	Q3 2023	16
Detalus Advisors, LLC	16	16	1.23%	5.48%	10.49%	Q4 2019	Q3 2023	16
John W. Brooker & Co., CPAs	16	16	0.14%	0.34%	0.54%	Q4 2019	Q3 2023	16
Bay Rivers Group	16	16	3.28%	3.77%	4.59%	Q4 2019	Q3 2023	16
Relyea Zuckerberg Hanson LLC	16	16	0.22%	0.42%	0.75%	Q4 2019	Q3 2023	16
CUE ADVISORY SERVICES, INC.	16	16	2.36%	2.61%	2.70%	Q4 2014	Q3 2018	16
Benchmark Wealth Management, LLC	16	16	3.39%	4.89%	5.50%	Q4 2019	Q3 2023	16
TBH Global Asset Management, LLC	16	16	0.18%	1.35%	1.77%	Q4 2019	Q3 2023	16
PETERSON WEALTH MANAGEMENT	16	16	4.63%	5.98%	8.77%	Q4 2019	Q3 2023	16
Marcum Wealth, LLC	16	16	0.48%	0.81%	2.53%	Q4 2019	Q3 2023	16
Wealthquest Corp	14	2	0.05%	0.09%	0.13%	Q3 2019	Q3 2023	16
Meridian Wealth Partners, LLC	16	16	0.07%	0.10%	0.12%	Q4 2019	Q3 2023	16
AlphaStar Capital Management, LLC	7	2	0.02%	0.09%	0.22%	Q2 2018	Q1 2023	16
IEQ CAPITAL, LLC	16	16	0.95%	1.54%	3.64%	Q4 2019	Q3 2023	16
EPIQ Capital Group, LLC	16	16	0.16%	0.38%	0.67%	Q4 2019	Q3 2023	16
MBE Wealth Management, LLC	16	16	0.21%	0.27%	0.46%	Q4 2019	Q3 2023	16
Wealthspire Advisors, LLC	15	1	0.02%	0.11%	0.20%	Q4 2018	Q3 2023	16
Global Wealth Management Investment Advisory, Inc.	7	2	0.00%	0.01%	0.03%	Q4 2018	Q3 2023	16
Clarity Wealth Advisors, LLC	16	16	0.48%	4.68%	6.77%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.28%	0.71%	1.35%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.14%	0.28%	0.51%	Q4 2019	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.38%	0.55%	0.82%	Q4 2019	Q3 2023	16
Kore Private Wealth LLC	16	16	0.30%	0.46%	0.66%	Q4 2018	Q3 2022	16
Sloy Dahl & Holst, LLC	16	16	0.52%	1.05%	1.89%	Q4 2019	Q3 2023	16
McAdam, LLC	13	3	0.03%	0.05%	0.08%	Q1 2018	Q3 2023	16
Independent Family Office, LLC	16	16	1.22%	1.68%	2.40%	Q4 2019	Q3 2023	16
Bell Rock Capital LLC	13	1	0.08%	0.15%	0.39%	Q4 2016	Q3 2022	16
Bogart Wealth, LLC	16	16	0.00%	1.09%	4.45%	Q4 2019	Q3 2023	16
Berman Capital Advisors, LLC	16	16	0.54%	0.71%	0.89%	Q4 2017	Q3 2021	16
LAKE STREET ADVISORS GROUP, LLC	15	1	0.13%	0.20%	0.84%	Q4 2017	Q4 2022	16
CNB Bank	12	4	0.02%	0.05%	0.08%	Q4 2017	Q3 2023	16
ARQ WEALTH ADVISORS, LLC	15	15	0.97%	1.12%	1.41%	Q1 2020	Q3 2023	15
EPG Wealth Management LLC	13	2	0.11%	0.13%	0.20%	Q4 2019	Q3 2023	15
Apella Capital, LLC	12	3	0.63%	2.69%	6.02%	Q1 2020	Q4 2023	15
Verity Asset Management, Inc.	12	3	0.14%	0.32%	0.52%	Q4 2013	Q2 2021	15
Stevard, LLC	10	5	1.70%	3.88%	5.86%	Q4 2019	Q3 2023	15
Firestone Capital Management	9	6	8.26%	8.97%	9.87%	Q4 2019	Q3 2023	15
Moser Wealth Advisors, LLC	13	2	2.82%	3.10%	3.39%	Q4 2019	Q3 2023	15
Conservest Capital Advisors, Inc.	15	15	0.04%	0.13%	0.31%	Q1 2020	Q3 2023	15
Diversified Portfolios, Inc.	13	1	0.05%	0.07%	0.10%	Q3 2016	Q3 2023	15
BT Wealth Management LLC	15	15	3.54%	12.35%	21.11%	Q4 2018	Q2 2022	15
Towerpoint Wealth, LLC	15	15	0.48%	0.58%	0.70%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.38%	0.43%	0.46%	Q2 2016	Q4 2019	15
BRANDYWINE OAK PRIVATE WEALTH LLC	13	1	0.01%	0.10%	0.19%	Q4 2018	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.41%	0.48%	0.54%	Q1 2020	Q3 2023	15
TIAA CREF TRUST CO FSB/MO	15	15	0.01%	0.02%	0.03%	Q3 2013	Q1 2017	15
Petix & Botte Co	12	3	0.69%	1.11%	1.52%	Q4 2019	Q3 2023	15
Frontier Wealth Management LLC	14	1	0.01%	0.03%	0.04%	Q3 2018	Q2 2022	15
Gratus Capital, LLC	15	15	0.04%	0.13%	0.82%	Q1 2020	Q3 2023	15
NORTHSTAR WEALTH PARTNERS LLC	15	15	0.42%	0.76%	1.71%	Q1 2017	Q3 2020	15
CORDA Investment Management, LLC.	15	15	0.22%	0.28%	0.32%	Q1 2020	Q3 2023	15
TRANSCEND CAPITAL ADVISORS, LLC	13	2	0.11%	0.61%	0.98%	Q4 2019	Q3 2023	15
Horst & Graben Wealth Management LLC	15	15	0.22%	0.32%	0.37%	Q1 2020	Q3 2023	15
C M BIDWELL & ASSOCIATES LTD	15	15	0.85%	1.24%	2.18%	Q1 2020	Q3 2023	15
Aurora Private Wealth, Inc.	9	6	0.13%	0.22%	0.33%	Q4 2019	Q3 2023	15
Stokes & Hubbell Capital Management, LLC	15	15	16.28%	18.60%	22.12%	Q3 2015	Q1 2019	15
SIMPLEX TRADING, LLC	4	1	0.00%	0.00%	0.02%	Q2 2015	Q3 2023	15
Verus Financial Partners, Inc.	15	15	0.07%	0.09%	0.11%	Q1 2020	Q3 2023	15
Oldfather Financial Services, LLC	15	15	0.12%	0.14%	0.19%	Q1 2020	Q3 2023	15
KELLEHER FINANCIAL ADVISORS	15	15	0.24%	0.53%	1.00%	Q1 2020	Q3 2023	15
BAHL & GAYNOR INC	15	15	0.00%	0.00%	0.01%	Q3 2014	Q1 2018	15
Americana Partners, LLC	15	15	0.13%	0.41%	0.84%	Q1 2020	Q3 2023	15
Perennial Investment Advisors, LLC	13	2	0.10%	0.25%	0.48%	Q4 2019	Q3 2023	15
Truvestments Capital LLC	6	2	0.00%	0.87%	2.52%	Q2 2018	Q3 2023	15
N.E.W. Advisory Services LLC	14	1	0.08%	0.13%	0.28%	Q4 2019	Q3 2023	15
WHITE PINE CAPITAL LLC	13	2	0.08%	0.12%	0.18%	Q3 2019	Q3 2023	15
D.B. Root & Company, LLC	15	15	0.12%	2.57%	4.00%	Q1 2020	Q3 2023	15
PRUDENTIAL FINANCIAL INC	15	15	0.00%	0.02%	0.06%	Q1 2020	Q3 2023	15
INVESTMENT ADVISORY SERVICES INC /TX /ADV	10	5	9.19%	10.71%	12.45%	Q4 2019	Q3 2023	15
United Asset Strategies, Inc.	15	15	0.06%	0.11%	0.20%	Q3 2015	Q1 2019	15
KINGS POINT CAPITAL MANAGEMENT	13	1	0.00%	0.12%	0.20%	Q1 2015	Q1 2022	15
HIGH POINT BANK & TRUST CO	15	15	0.03%	1.08%	3.05%	Q2 2013	Q4 2016	15
Bank OZK	13	2	0.09%	0.11%	0.12%	Q3 2019	Q3 2023	15
Fort Sheridan Advisors LLC	15	15	0.19%	0.54%	0.76%	Q1 2020	Q3 2023	15
Salomon & Ludwin, LLC	9	6	0.02%	0.05%	0.08%	Q4 2018	Q3 2023	15
HOWARD WEALTH MANAGEMENT, LLC	10	5	2.73%	3.31%	4.40%	Q4 2019	Q3 2023	15
Csenge Advisory Group	14	1	0.01%	0.46%	0.79%	Q3 2018	Q3 2023	15
ELEMENT POINTE ADVISORS, LLC	13	2	0.07%	0.09%	0.13%	Q3 2019	Q3 2023	15
SENTINEL PENSION ADVISORS INC	15	15	0.11%	0.65%	0.84%	Q1 2020	Q3 2023	15
BCS Wealth Management	14	1	0.18%	0.24%	0.29%	Q4 2019	Q3 2023	15
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	14	1	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	15
ADVISORY RESEARCH INC	15	15	0.08%	0.37%	0.64%	Q1 2020	Q3 2023	15
J. W. Coons Advisors, LLC	15	15	0.33%	0.36%	0.41%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.81%	1.06%	1.49%	Q2 2013	Q4 2016	15
CWS Financial Advisors, LLC	8	7	0.31%	1.00%	2.15%	Q4 2019	Q3 2023	15
HOHIMER WEALTH MANAGEMENT, LLC	15	15	0.25%	1.18%	2.69%	Q1 2020	Q3 2023	15
Clarius Group, LLC	15	15	0.06%	0.24%	0.33%	Q3 2016	Q1 2020	15
Cardan Capital Partners, LLC	15	15	0.04%	0.04%	0.04%	Q1 2018	Q3 2021	15
Gray Wealth Management Inc.	15	15	10.76%	11.20%	12.64%	Q1 2020	Q3 2023	15
THOMPSON DAVIS & CO., INC.	8	3	0.04%	0.61%	1.41%	Q4 2014	Q3 2023	15
CALTON & ASSOCIATES, INC.	13	1	0.05%	0.11%	0.37%	Q4 2017	Q3 2023	15
PACIFIC SUN FINANCIAL CORP	6	1	0.34%	0.43%	0.56%	Q1 2018	Q2 2023	15
Eudaimonia Partners, LLC	8	7	0.22%	0.31%	0.47%	Q4 2019	Q3 2023	15
Edgestream Partners, L.P.	5	1	0.02%	0.37%	1.72%	Q2 2014	Q3 2023	15
NATIXIS	15	15	0.01%	0.07%	0.16%	Q4 2013	Q2 2017	15
Retirement Group, LLC	14	1	0.28%	0.99%	1.14%	Q4 2019	Q3 2023	15
Apollon Wealth Management, LLC	15	15	0.08%	0.95%	3.15%	Q1 2020	Q3 2023	15
Souders Financial Advisors	15	15	1.40%	2.54%	4.86%	Q1 2020	Q3 2023	15
Columbia Asset Management	6	3	0.04%	0.42%	0.71%	Q3 2018	Q3 2023	15
AUA CAPITAL MANAGEMENT, LLC	15	15	0.09%	0.57%	0.93%	Q1 2020	Q3 2023	15
Hamilton Capital, LLC	13	2	0.02%	0.18%	0.29%	Q4 2017	Q3 2023	15
PacWest Financial Management Inc	15	15	0.21%	0.57%	0.78%	Q2 2013	Q4 2016	15
Wellspring Financial Advisors, LLC	15	15	0.73%	0.80%	0.88%	Q1 2020	Q3 2023	15
Kovitz Investment Group Partners, LLC	14	14	0.01%	0.02%	0.02%	Q4 2019	Q1 2023	14
Hamilton Wealth, LLC	13	1	0.12%	4.91%	7.20%	Q4 2018	Q2 2023	14
ARTHUR M. COHEN & ASSOCIATES, LLC	14	14	0.05%	0.07%	0.08%	Q2 2020	Q3 2023	14
ACIMA PRIVATE WEALTH, LLC	14	14	0.72%	0.82%	0.98%	Q4 2018	Q1 2022	14
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	1	0.07%	0.39%	0.76%	Q4 2019	Q3 2023	14
Yellowstone Partners, LLC	12	2	0.25%	0.55%	0.76%	Q4 2013	Q4 2017	14
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	12	2	0.01%	0.03%	0.06%	Q1 2020	Q3 2023	14
Bridge Creek Capital Management LLC	11	3	0.10%	0.15%	0.28%	Q3 2019	Q3 2023	14
WESPAC Advisors SoCal, LLC	10	1	0.00%	0.01%	0.12%	Q4 2015	Q2 2021	14
Quaker Wealth Management, LLC	8	6	0.41%	0.47%	0.54%	Q4 2019	Q3 2023	14
AdvicePeriod, LLC	12	2	0.38%	0.73%	0.92%	Q4 2017	Q2 2021	14
BOURGEON CAPITAL MANAGEMENT LLC	12	2	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	14
Capital Advisory Group Advisory Services, LLC	13	1	0.02%	1.66%	3.66%	Q3 2018	Q1 2022	14
Demars Financial Group, LLC	14	14	0.18%	2.52%	7.00%	Q2 2020	Q3 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.01%	0.36%	2.93%	Q2 2013	Q3 2016	14
LBA Wealth Management, LLC	14	14	0.71%	0.93%	1.17%	Q4 2013	Q1 2017	14
NAVELLIER & ASSOCIATES INC	14	14	0.04%	0.05%	0.06%	Q2 2020	Q3 2023	14
Center for Financial Planning, Inc.	12	2	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	14
CERTUITY, LLC	13	1	0.04%	0.08%	0.13%	Q4 2019	Q3 2023	14
Lenox Wealth Advisors, LLC	7	1	0.00%	0.01%	0.04%	Q1 2016	Q1 2022	14
VIRIDIAN RIA, LLC	12	2	0.49%	0.62%	0.75%	Q3 2018	Q1 2022	14
Zions Bancorporation	13	1	4.13%	6.22%	11.72%	Q1 2015	Q3 2018	14
Castle Rock Wealth Management, LLC	12	2	0.14%	0.18%	0.24%	Q1 2020	Q3 2023	14
SILVERCREST ASSET MANAGEMENT GROUP LLC	7	7	0.00%	0.00%	0.01%	Q4 2015	Q1 2023	14
Mengis Capital Management, Inc.	14	14	0.08%	0.09%	0.09%	Q2 2020	Q3 2023	14
Foundations Investment Advisors, LLC	7	1	0.01%	2.16%	7.56%	Q2 2018	Q3 2023	14
Thomasville National Bank	8	1	0.00%	0.19%	0.76%	Q1 2015	Q3 2023	14
Douglass Winthrop Advisors, LLC	14	14	0.02%	0.05%	0.08%	Q1 2015	Q2 2018	14
Moisand Fitzgerald Tamayo, LLC	7	1	0.01%	0.02%	0.03%	Q3 2018	Q3 2023	14
Maple Capital Management, Inc.	14	14	0.09%	0.33%	0.47%	Q2 2020	Q3 2023	14
Cypress Capital Group	14	14	0.12%	0.22%	0.30%	Q2 2020	Q3 2023	14
Column Capital Advisors, LLC	14	14	0.01%	0.01%	0.03%	Q2 2020	Q3 2023	14
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	9	1	0.04%	1.49%	3.44%	Q2 2015	Q3 2023	14
IMS Capital Management	11	3	0.14%	0.47%	1.00%	Q4 2013	Q3 2023	14
NovaPoint Capital, LLC	13	1	0.11%	0.16%	0.22%	Q4 2019	Q3 2023	14
Walkner Condon Financial Advisors LLC	8	6	0.27%	0.49%	1.38%	Q4 2019	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	1.69%	1.85%	2.06%	Q2 2020	Q3 2023	14
FFT WEALTH MANAGEMENT LLC	11	1	0.05%	1.63%	4.88%	Q4 2017	Q3 2021	14
Maryland Capital Management	14	14	0.05%	0.06%	0.09%	Q2 2019	Q3 2022	14
MANNING & NAPIER ADVISORS LLC	14	14	0.00%	0.01%	0.02%	Q2 2013	Q3 2016	14
Financial Sense Advisors, Inc.	13	1	0.12%	3.04%	7.97%	Q4 2016	Q1 2022	14
WFA of San Diego, LLC	14	14	0.04%	1.39%	2.52%	Q2 2020	Q3 2023	14
WILLIAM HARRIS INVESTORS INC	14	14	0.06%	0.21%	0.26%	Q2 2013	Q3 2016	14
One Day In July LLC	14	14	0.09%	0.49%	0.86%	Q2 2020	Q3 2023	14
ALTERNA WEALTH MANAGEMENT, INC	9	5	0.10%	1.76%	5.01%	Q4 2018	Q4 2022	14
Advisor OS, LLC	14	14	0.36%	2.88%	6.30%	Q2 2020	Q3 2023	14
PagnatoKarp Partners LLC	14	14	2.30%	3.91%	6.70%	Q4 2016	Q1 2020	14
Human Investing LLC	14	14	0.56%	3.04%	5.70%	Q2 2020	Q3 2023	14
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	14	14	0.12%	0.28%	0.40%	Q2 2020	Q3 2023	14
SEARCY FINANCIAL SERVICES INC /ADV	14	14	9.42%	11.42%	12.36%	Q2 2020	Q3 2023	14
Vista Private Wealth Partners. LLC	13	1	0.01%	0.12%	0.15%	Q3 2019	Q3 2023	14
Tennessee Valley Asset Management Partners	14	14	1.62%	8.76%	13.05%	Q2 2020	Q3 2023	14
ENTERPRISE FINANCIAL SERVICES CORP	14	14	0.00%	0.08%	0.18%	Q1 2019	Q2 2022	14
AMG National Trust Bank	14	14	0.09%	0.40%	0.52%	Q2 2020	Q3 2023	14
Selective Wealth Management, Inc.	14	14	0.03%	0.16%	0.42%	Q2 2019	Q3 2022	14
Summit X, LLC	11	1	0.01%	0.11%	0.19%	Q2 2017	Q2 2023	14
Princeton Global Asset Management LLC	14	14	0.01%	0.03%	0.06%	Q2 2020	Q3 2023	14
BBVA USA Bancshares, Inc.	11	1	0.01%	0.06%	0.10%	Q2 2013	Q1 2021	14
Financial Engines Advisors L.L.C.	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
Wealthstreet Investment Advisors, LLC	14	14	0.10%	0.12%	0.14%	Q4 2017	Q1 2021	14
Black Diamond Financial, LLC	13	1	0.12%	0.16%	0.24%	Q4 2018	Q3 2023	14
Fairhaven Wealth Management, LLC	12	2	1.34%	1.48%	2.03%	Q1 2020	Q3 2023	14
Bridgewater Advisors Inc.	11	3	0.69%	1.42%	3.06%	Q4 2013	Q3 2023	14
VESTOR CAPITAL, LLC	13	13	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	13
Clear Creek Financial Management, LLC	10	3	0.14%	0.43%	0.82%	Q2 2020	Q3 2023	13
Key FInancial Inc	12	1	0.01%	0.04%	0.14%	Q1 2020	Q3 2023	13
Aberdeen Wealth Management LLC	8	2	3.54%	4.28%	4.79%	Q4 2019	Q3 2023	13
Leelyn Smith, LLC	13	13	0.00%	0.02%	0.04%	Q4 2019	Q4 2022	13
Enterprise Trust & Investment Co	13	13	0.01%	0.01%	0.01%	Q2 2019	Q2 2022	13
Rikoon Group, LLC	13	13	0.11%	0.15%	0.27%	Q1 2018	Q1 2021	13
Keebeck Wealth Management, LLC	12	1	0.04%	0.05%	0.07%	Q2 2020	Q3 2023	13
Core Wealth Advisors, Inc.	13	13	0.01%	0.05%	0.19%	Q3 2020	Q3 2023	13
Waverly Advisors, LLC	5	1	0.03%	1.23%	3.35%	Q3 2013	Q3 2023	13
Princeton Portfolio Strategies Group LLC	13	13	0.06%	0.49%	0.74%	Q2 2018	Q2 2021	13
Harfst & Associates, Inc.	10	1	0.05%	0.10%	0.15%	Q2 2015	Q1 2022	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.31%	0.37%	0.52%	Q3 2020	Q3 2023	13
Carl P. Sherr & Co., LLC	6	3	0.15%	0.18%	0.26%	Q4 2019	Q3 2023	13
BNC WEALTH MANAGEMENT, LLC	13	13	0.38%	0.97%	3.32%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.48%	0.66%	1.28%	Q3 2020	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.04%	0.04%	0.05%	Q3 2020	Q3 2023	13
Angeles Investment Advisors, LLC	13	13	0.04%	0.65%	2.25%	Q4 2018	Q4 2021	13
Founders Financial Alliance, LLC	13	13	0.02%	0.38%	0.47%	Q3 2020	Q3 2023	13
McLean Asset Management Corp	13	13	0.12%	0.17%	0.28%	Q4 2020	Q4 2023	13
Virtu Financial LLC	2	1	0.03%	0.15%	0.35%	Q3 2013	Q3 2022	13
Hoese & Co LLP	13	13	2.75%	3.53%	4.06%	Q4 2020	Q4 2023	13
Canal Capital Management, LLC	13	13	0.09%	0.72%	1.16%	Q3 2020	Q3 2023	13
USCA RIA LLC	5	3	0.02%	0.06%	0.09%	Q2 2014	Q2 2021	13
CGN Advisors LLC	13	13	0.33%	0.87%	2.29%	Q4 2020	Q4 2023	13
Summit Asset Management, LLC	13	13	0.06%	0.08%	0.09%	Q3 2020	Q3 2023	13
Ellsworth Advisors, LLC	13	13	0.09%	0.14%	0.21%	Q3 2020	Q3 2023	13
MILLIE CAPITAL MANAGEMENT, LLC	13	13	1.18%	2.11%	2.87%	Q4 2014	Q4 2017	13
Intellectus Partners, LLC	7	6	0.01%	0.21%	0.27%	Q1 2017	Q2 2020	13
YHB Investment Advisors, Inc.	13	13	0.09%	0.10%	0.11%	Q3 2020	Q3 2023	13
COURIER CAPITAL LLC	13	13	0.02%	0.03%	0.03%	Q3 2020	Q3 2023	13
Baldrige Asset Management LLC	13	13	0.16%	0.18%	0.23%	Q1 2020	Q1 2023	13
Oxler Private Wealth LLC	12	12	0.00%	1.60%	2.18%	Q4 2020	Q3 2023	13
B & T Capital Management DBA Alpha Capital Management	13	13	0.10%	0.23%	0.32%	Q2 2018	Q2 2021	13
VSR Financial Services, Inc.	13	13	0.11%	0.15%	0.29%	Q2 2013	Q2 2016	13
Stone House Investment Management, LLC	9	4	0.17%	0.45%	2.54%	Q4 2016	Q1 2021	13
NORTHWEST INVESTMENT COUNSELORS, LLC	8	1	0.00%	0.07%	0.16%	Q2 2017	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.02%	0.04%	0.06%	Q3 2020	Q3 2023	13
Dana Investment Advisors, Inc.	13	13	0.01%	0.02%	0.02%	Q3 2020	Q3 2023	13
Investors Capital Advisory Services	13	13	0.30%	0.45%	0.59%	Q2 2013	Q2 2016	13
Perennial Advisors, LLC	9	1	0.04%	0.05%	0.07%	Q4 2016	Q2 2021	13
Halpern Financial, Inc.	13	13	0.01%	0.02%	0.03%	Q3 2020	Q3 2023	13
ROWLANDMILLER & PARTNERS.ADV	13	13	0.04%	0.08%	0.10%	Q4 2019	Q4 2022	13
American Investment Services, Inc.	8	1	0.05%	0.06%	0.08%	Q4 2016	Q3 2023	13
DIVIDEND ASSETS CAPITAL, LLC	13	13	0.01%	0.02%	0.05%	Q3 2020	Q3 2023	13
Ahrens Investment Partners LLC	13	13	0.15%	0.61%	0.99%	Q1 2020	Q1 2023	13
Bangor Savings Bank	13	13	0.00%	0.02%	0.03%	Q3 2020	Q3 2023	13
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.00%	0.42%	0.51%	Q4 2018	Q3 2021	13
CITIZENS & NORTHERN CORP	13	13	0.11%	0.23%	0.26%	Q3 2020	Q3 2023	13
WBH ADVISORY INC	9	1	0.04%	0.12%	0.16%	Q4 2019	Q3 2023	13
FIRST MERCANTILE TRUST CO	10	3	0.01%	2.15%	3.92%	Q3 2014	Q3 2021	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	3.30%	4.17%	4.99%	Q4 2018	Q4 2021	13
CAPITAL ADVISORS INC/OK	13	13	0.01%	0.02%	0.04%	Q3 2020	Q3 2023	13
CX Institutional	6	1	0.00%	0.01%	0.02%	Q3 2018	Q2 2023	13
LOGAN CAPITAL MANAGEMENT INC	13	13	0.02%	0.04%	0.06%	Q3 2020	Q3 2023	13
BTR CAPITAL MANAGEMENT INC	9	2	0.03%	0.04%	0.05%	Q3 2016	Q3 2022	13
ALLIANCEBERNSTEIN L.P.	10	1	0.00%	0.01%	0.02%	Q1 2014	Q3 2023	13
PRUDENTIAL PLC	13	13	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	13
KANALY TRUST CO	13	13	0.02%	0.04%	0.04%	Q4 2013	Q4 2016	13
Graypoint LLC	13	13	0.07%	0.66%	2.19%	Q3 2020	Q3 2023	13
GUYASUTA INVESTMENT ADVISORS INC	11	2	0.03%	0.12%	0.18%	Q1 2020	Q2 2023	13
Carolina Wealth Advisors, LLC	12	1	0.01%	0.03%	0.04%	Q4 2019	Q3 2023	13
Laidlaw Wealth Management LLC	8	5	0.12%	0.17%	0.33%	Q4 2019	Q3 2023	13
Sterling Financial Planning, Inc.	12	12	0.02%	0.32%	0.53%	Q4 2020	Q3 2023	12
Accel Wealth Management	12	12	0.58%	0.75%	1.10%	Q4 2020	Q3 2023	12
Delphi Private Advisors LLC	12	12	0.06%	0.09%	0.16%	Q4 2015	Q3 2018	12
Montis Financial, LLC	12	12	0.29%	0.34%	0.37%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	1.75%	1.85%	2.01%	Q4 2020	Q3 2023	12
Syverson Strege & Co	12	12	0.36%	0.66%	1.12%	Q4 2020	Q3 2023	12
Sigma Investment Management Co	12	12	10.57%	14.35%	16.51%	Q1 2013	Q4 2015	12
Accretive Wealth Partners, LLC	12	12	4.16%	4.70%	5.07%	Q4 2020	Q3 2023	12
Alliance Wealth Management Group	9	3	0.08%	0.18%	0.42%	Q1 2017	Q2 2023	12
Pacific Center for Financial Services	9	3	0.08%	0.12%	0.20%	Q3 2020	Q3 2023	12
Coco Enterprises, LLC	12	12	0.59%	0.81%	1.13%	Q4 2020	Q3 2023	12
Summit Trail Advisors, LLC	8	1	0.02%	0.05%	0.09%	Q4 2017	Q3 2023	12
Colony Family Offices, LLC	12	12	1.88%	2.79%	5.49%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.05%	0.08%	0.12%	Q2 2013	Q1 2016	12
Insight Wealth Strategies, LLC	7	2	0.03%	0.05%	0.06%	Q3 2019	Q3 2023	12
ACCESS FINANCIAL SERVICES, INC.	12	12	0.17%	0.23%	0.44%	Q4 2020	Q3 2023	12
Windsor Capital Management, LLC	7	1	0.05%	0.07%	0.08%	Q3 2015	Q3 2023	12
Klaas Financial Asset Advisors, LLC	12	12	5.70%	8.43%	9.43%	Q4 2020	Q3 2023	12
TrueWealth Advisors, LLC	12	12	0.83%	2.03%	3.12%	Q4 2020	Q3 2023	12
NOMURA ASSET MANAGEMENT CO LTD	7	5	0.00%	0.01%	0.05%	Q3 2018	Q3 2023	12
New Harbor Financial Group, LLC	8	1	0.01%	0.32%	1.45%	Q2 2013	Q3 2016	12
MJP ASSOCIATES INC /ADV	12	12	4.14%	9.17%	15.83%	Q4 2020	Q3 2023	12
ECLECTIC ASSOCIATES INC /ADV	12	12	12.48%	17.53%	24.48%	Q4 2020	Q3 2023	12
Aries Wealth Management	6	6	0.37%	0.50%	0.75%	Q3 2020	Q3 2023	12
EMERSON INVESTMENT MANAGEMENT, LLC	12	12	1.03%	1.53%	1.84%	Q2 2013	Q1 2016	12
Smith Anglin Financial, LLC	12	12	1.51%	3.23%	6.05%	Q4 2020	Q3 2023	12
ASSET PLANNING CORPORATION	12	12	0.34%	0.38%	0.43%	Q4 2020	Q3 2023	12
ANDERSON HOAGLAND & CO	12	12	0.09%	0.10%	0.11%	Q4 2020	Q3 2023	12
HHG & Company, LLC	12	12	0.46%	1.28%	2.46%	Q2 2013	Q1 2016	12
INTRUST BANK NA	12	12	0.07%	0.08%	0.09%	Q4 2020	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	0.31%	0.38%	0.47%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.13%	0.21%	0.27%	Q4 2015	Q3 2018	12
Mosaic Advisors LLC	12	12	28.46%	33.60%	52.92%	Q4 2020	Q3 2023	12
Garde Capital, Inc.	12	12	0.01%	0.18%	1.01%	Q4 2020	Q3 2023	12
Plancorp, LLC	7	1	0.01%	0.03%	0.07%	Q2 2020	Q3 2023	12
Systematic Alpha Investments, LLC	12	12	0.77%	2.64%	3.34%	Q4 2020	Q3 2023	12
ST GERMAIN D J CO INC	9	3	0.18%	0.29%	1.16%	Q4 2020	Q4 2023	12
Tempus Wealth Planning, LLC	11	1	0.17%	0.92%	2.29%	Q4 2019	Q3 2023	12
Citizens National Bank Trust Department	12	12	0.64%	0.85%	1.21%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	0.51%	0.85%	1.30%	Q4 2019	Q3 2023	12
FOSTER & MOTLEY INC	12	12	0.02%	0.03%	0.06%	Q4 2020	Q3 2023	12
GREENLEAF TRUST	11	1	0.00%	0.01%	0.03%	Q2 2020	Q3 2023	12
Lutz Financial Services LLC	6	6	0.06%	0.19%	1.26%	Q3 2018	Q3 2023	12
UBS ASSET MANAGEMENT AMERICAS INC	12	12	0.00%	0.00%	0.00%	Q4 2016	Q3 2019	12
VAN DEN BERG MANAGEMENT I, INC	12	12	0.08%	0.09%	0.10%	Q4 2020	Q3 2023	12
Monument Capital Management	12	12	0.65%	3.58%	6.81%	Q2 2020	Q1 2023	12
WNY Asset Management, LLC	12	12	0.19%	0.31%	0.47%	Q4 2020	Q3 2023	12
Madrona Financial Services, LLC	12	12	0.10%	0.12%	0.16%	Q4 2020	Q3 2023	12
Cardinal Strategic Wealth Guidance	12	12	0.10%	0.13%	0.16%	Q4 2020	Q3 2023	12
Renaissance Technologies	6	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	12
GM Advisory Group, LLC	7	1	0.04%	0.68%	4.32%	Q4 2013	Q3 2023	12
Adero Partners, LLC	12	12	0.03%	0.07%	0.24%	Q4 2020	Q3 2023	12
HC Advisors, LLC	12	12	0.14%	0.15%	0.16%	Q4 2020	Q3 2023	12
Golden State Wealth Management, LLC	9	3	0.05%	0.29%	0.46%	Q1 2019	Q1 2022	12
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	1.47%	1.75%	2.17%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	0.61%	0.69%	0.78%	Q4 2020	Q3 2023	12
Altus Wealth Group LLC	12	12	0.22%	0.26%	0.31%	Q4 2020	Q3 2023	12
Newton One Investments LLC	12	12	0.06%	0.07%	0.08%	Q4 2020	Q3 2023	12
SFMG, LLC	9	1	0.03%	0.04%	0.06%	Q1 2015	Q3 2023	12
InterOcean Capital Group, LLC	12	12	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.07%	0.12%	0.17%	Q4 2020	Q3 2023	12
McClarren Financial Advisors, Inc.	12	12	4.27%	5.15%	6.11%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.26%	0.41%	1.03%	Q4 2020	Q3 2023	12
Financial Network Wealth Management LLC	12	12	0.26%	0.29%	0.33%	Q4 2020	Q3 2023	12
Birchcreek Wealth Management, LLC	12	12	0.89%	1.04%	1.22%	Q4 2020	Q3 2023	12
Clearview Wealth Advisors LLC	12	12	0.12%	0.32%	1.07%	Q4 2020	Q3 2023	12
Levy Wealth Management Group, LLC	12	12	10.64%	11.56%	13.54%	Q4 2020	Q3 2023	12
McCarthy Asset Management, Inc.	12	12	14.84%	15.75%	16.92%	Q4 2020	Q3 2023	12
Wealth Management Partners, LLC	12	12	0.22%	0.25%	0.28%	Q4 2020	Q3 2023	12
BRAVE ASSET MANAGEMENT INC	12	12	0.01%	0.01%	0.01%	Q4 2013	Q3 2016	12
Future Financial Wealth Managment LLC	12	12	1.44%	2.21%	4.45%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	2.15%	3.77%	5.84%	Q4 2020	Q3 2023	12
Latitude Advisors, LLC	12	12	0.95%	1.13%	1.42%	Q4 2020	Q3 2023	12
Curran Financial Partners, LLC	12	12	1.32%	1.75%	2.12%	Q4 2020	Q3 2023	12
Brown Miller Wealth Management, LLC	12	12	0.36%	0.45%	0.88%	Q4 2020	Q3 2023	12
DB Wealth Management Group, LLC	12	12	0.37%	0.44%	0.72%	Q4 2020	Q3 2023	12
Virtue Capital Management, LLC	9	1	0.05%	0.07%	0.10%	Q4 2017	Q3 2023	12
PERSONAL CFO SOLUTIONS, LLC	12	12	0.11%	0.22%	0.31%	Q4 2020	Q3 2023	12
Bluesphere Advisors, LLC	12	12	0.92%	1.06%	1.20%	Q4 2020	Q3 2023	12
Goepper Burkhardt LLC	12	12	10.66%	11.13%	12.30%	Q4 2020	Q3 2023	12
Johnson Bixby & Associates, LLC	12	12	0.66%	1.17%	3.62%	Q4 2020	Q3 2023	12
Oak Harvest Investment Services	12	12	2.09%	2.43%	2.93%	Q4 2020	Q3 2023	12
Hemington Wealth Management	12	12	0.21%	0.32%	0.42%	Q4 2020	Q3 2023	12
Wells Financial Advisors INC	12	12	0.63%	0.67%	0.71%	Q4 2020	Q3 2023	12
Smith, Salley & Associates	12	12	0.16%	0.19%	0.21%	Q4 2020	Q3 2023	12
DHJJ Financial Advisors, Ltd.	12	12	2.43%	2.65%	2.98%	Q4 2020	Q3 2023	12
Claro Advisors LLC	11	1	0.02%	0.09%	0.12%	Q4 2018	Q3 2023	12
Windward Private Wealth Management Inc.	12	12	3.39%	3.69%	4.23%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	1.04%	1.64%	1.96%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.80%	1.02%	1.39%	Q4 2020	Q3 2023	12
ARCADIA INVESTMENT MANAGEMENT CORP/MI	12	12	0.01%	0.04%	0.06%	Q4 2015	Q3 2018	12
Insight Advisors, LLC/ PA	12	12	1.14%	1.55%	1.87%	Q4 2020	Q3 2023	12
Sandbox Financial Partners, LLC	12	12	3.78%	5.11%	7.33%	Q4 2020	Q3 2023	12
COLLECTIVE FAMILY OFFICE LLC	12	12	0.54%	0.62%	0.74%	Q4 2020	Q3 2023	12
CONSULTIVA WEALTH MANAGEMENT, CORP.	9	1	3.22%	3.97%	5.39%	Q2 2019	Q3 2023	12
Freestone Capital Holdings, LLC	4	1	0.00%	0.01%	0.04%	Q3 2018	Q3 2023	12
RiverFront Investment Group, LLC	8	4	0.96%	3.26%	6.88%	Q4 2009	Q1 2013	12
Thrive Capital Management, LLC	12	12	0.89%	1.24%	1.44%	Q4 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	0.06%	0.52%	1.09%	Q4 2020	Q3 2023	12
Qube Research & Technologies Ltd	5	1	0.00%	0.13%	0.57%	Q4 2019	Q3 2023	12
IBERIABANK CORP	12	12	0.24%	0.48%	1.02%	Q3 2017	Q2 2020	12
B. Riley Financial, Inc.	12	12	0.40%	0.64%	0.97%	Q4 2015	Q3 2018	12
SITTNER & NELSON, LLC	12	12	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.41%	0.59%	1.40%	Q4 2020	Q3 2023	12
Sovereign Financial Group, Inc.	12	12	0.35%	1.13%	2.03%	Q4 2020	Q3 2023	12
True Link Financial Advisors, LLC	12	12	0.04%	0.04%	0.05%	Q4 2020	Q3 2023	12
Palumbo Wealth Management LLC	12	12	0.18%	0.20%	0.25%	Q4 2020	Q3 2023	12
Integrated Investment Consultants, LLC	4	1	0.00%	0.25%	0.87%	Q4 2015	Q2 2022	12
Wealth Dimensions Group, Ltd.	12	12	0.10%	0.17%	0.30%	Q4 2020	Q3 2023	12
Safeguard Investment Advisory Group, LLC	12	12	1.64%	5.88%	9.37%	Q4 2020	Q3 2023	12
Orion Capital Management LLC	12	12	2.74%	3.95%	5.34%	Q4 2020	Q3 2023	12
Navis Wealth Advisors, LLC	12	12	0.74%	1.11%	1.62%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
DEFINED WEALTH MANAGEMENT, LLC	12	12	1.31%	4.63%	6.32%	Q4 2020	Q3 2023	12
CHILDRESS CAPITAL ADVISORS, LLC	12	12	0.59%	0.73%	0.92%	Q4 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	0.63%	0.76%	1.04%	Q4 2020	Q3 2023	12
GREAT LAKES ADVISORS, LLC	7	1	0.01%	0.05%	0.22%	Q3 2013	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.37%	0.42%	0.52%	Q4 2020	Q3 2023	12
Welch Group, LLC	11	1	0.01%	0.02%	0.02%	Q1 2020	Q3 2023	12
Blume Capital Management, Inc.	10	2	0.00%	0.01%	0.05%	Q1 2014	Q2 2022	12
Venture Visionary Partners LLC	12	12	0.23%	0.57%	0.76%	Q4 2020	Q3 2023	12
Truepoint, Inc.	12	12	0.01%	0.03%	0.07%	Q4 2020	Q3 2023	12
Teamwork Financial Advisors, LLC	8	4	0.05%	0.15%	0.31%	Q2 2020	Q3 2023	12
MADISON WEALTH MANAGEMENT	12	12	0.10%	0.12%	0.16%	Q4 2020	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.14%	0.15%	0.17%	Q4 2020	Q3 2023	12
QCI ASSET MANAGEMENT INC/NY	8	4	0.00%	0.00%	0.01%	Q2 2013	Q1 2020	12
Vanguard Capital Wealth Advisors	9	1	0.13%	0.53%	1.22%	Q4 2017	Q1 2022	12
SMITH HAYES Advisers, Inc	12	12	0.21%	0.26%	0.34%	Q2 2013	Q1 2016	12
Frank, Rimerman Advisors LLC	12	12	0.25%	0.36%	0.47%	Q4 2020	Q3 2023	12
Capital Planning LLC	12	12	0.13%	0.31%	0.48%	Q4 2020	Q3 2023	12
SPC Financial, Inc.	12	12	0.03%	0.17%	0.84%	Q4 2020	Q3 2023	12
Jackson Wealth Management, LLC	5	2	0.40%	1.43%	2.76%	Q2 2016	Q3 2023	12
Southland Equity Partners LLC	12	12	0.14%	0.18%	0.21%	Q4 2020	Q3 2023	12
Radnor Financial Advisors, LLC	12	12	1.84%	2.60%	3.66%	Q4 2019	Q3 2022	12
Safir Wealth Advisors, LLC	12	12	6.46%	6.79%	7.32%	Q4 2020	Q3 2023	12
TL Private Wealth	11	1	0.12%	0.15%	0.21%	Q4 2019	Q4 2022	12
Berger Financial Group, Inc	12	12	0.03%	0.04%	0.06%	Q4 2020	Q3 2023	12
Bath Savings Trust Co	12	12	0.10%	0.12%	0.12%	Q4 2020	Q3 2023	12
Hendershot Investments Inc.	12	12	0.04%	0.05%	0.07%	Q4 2020	Q3 2023	12
Stillwater Capital Advisors, LLC	11	11	0.28%	1.72%	2.75%	Q3 2013	Q1 2016	11
NOESIS CAPITAL MANGEMENT CORP	10	1	0.08%	0.10%	0.12%	Q3 2018	Q4 2021	11
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	11	11	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	11
Annapolis Financial Services, LLC	11	11	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.23%	0.38%	0.58%	Q4 2018	Q2 2021	11
Horrell Capital Management, Inc.	11	11	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	11
Hoover Financial Advisors, Inc.	11	11	0.27%	0.70%	1.10%	Q4 2018	Q2 2021	11
TRUEWEALTH LLC	11	11	0.29%	0.32%	0.34%	Q4 2017	Q2 2020	11
Wind River Trust Co	11	11	0.21%	0.78%	3.09%	Q4 2012	Q2 2015	11
Capital Advisors Wealth Management, LLC	11	11	5.63%	6.72%	7.62%	Q1 2021	Q3 2023	11
VisionPoint Advisory Group, LLC	10	1	0.02%	0.37%	0.70%	Q4 2018	Q2 2023	11
Argentus Capital Management, LLC	8	3	0.40%	0.88%	1.64%	Q2 2013	Q3 2016	11
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC	11	11	0.12%	0.23%	0.33%	Q1 2021	Q3 2023	11
Cairn Investment Group, Inc.	11	11	0.23%	0.38%	0.64%	Q1 2021	Q3 2023	11
CAPITAL ONE, NATIONAL ASSOCIATION	10	1	0.05%	0.15%	0.82%	Q3 2014	Q4 2019	11
Blossom Wealth Management	11	11	2.08%	2.66%	3.22%	Q1 2021	Q3 2023	11
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	11	11	0.39%	0.64%	0.90%	Q1 2017	Q3 2019	11
BSW Wealth Partners	11	11	0.09%	0.15%	0.22%	Q1 2021	Q3 2023	11
FURE FINANCIAL CORP	10	1	0.36%	4.15%	6.62%	Q4 2019	Q3 2022	11
Centerpoint Advisors, LLC	7	2	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	11
Addison Advisors LLC	10	1	6.32%	8.19%	10.99%	Q4 2020	Q3 2023	11
ASPIRIANT HOLDINGS S3, LLC	11	11	0.11%	0.22%	0.32%	Q2 2013	Q4 2015	11
GPS Wealth Strategies Group, LLC	11	11	0.04%	1.02%	3.10%	Q1 2021	Q3 2023	11
SHELTON CAPITAL MANAGEMENT	4	3	0.01%	0.02%	0.03%	Q1 2015	Q1 2022	11
NBT BANK N A /NY	11	11	0.02%	0.06%	0.14%	Q1 2021	Q3 2023	11
Keudell/Morrison Wealth Management	11	11	0.44%	0.57%	0.73%	Q1 2021	Q3 2023	11
Ameritas Investment Partners, Inc.	9	2	0.00%	0.00%	0.00%	Q4 2014	Q3 2019	11
Stuart Chaussee & Associates, Inc.	7	1	0.00%	7.83%	23.53%	Q2 2018	Q3 2023	11
Aldebaran Financial Inc.	11	11	0.23%	0.37%	0.72%	Q3 2019	Q1 2022	11
Ameritas Investment Company, LLC	11	11	0.43%	0.86%	1.24%	Q1 2019	Q3 2021	11
Meristem Family Wealth, LLC	11	11	0.16%	0.27%	0.38%	Q3 2019	Q1 2022	11
Tuttle Capital Management, LLC	5	1	0.11%	1.29%	5.21%	Q1 2014	Q1 2020	11
tru Independence LLC	6	5	0.02%	0.47%	1.98%	Q4 2019	Q3 2023	11
Round Rock Advisors, LLC	11	11	0.16%	0.64%	1.09%	Q1 2021	Q3 2023	11
Twin Lakes Capital Management, LLC	11	11	0.04%	0.05%	0.06%	Q1 2021	Q3 2023	11
THOMPSON SIEGEL & WALMSLEY LLC	11	11	0.00%	0.00%	0.00%	Q3 2019	Q1 2022	11
HT Partners LLC	11	11	2.46%	6.77%	16.59%	Q2 2013	Q4 2015	11
RPg Family Wealth Advisory, LLC	6	5	0.02%	0.03%	0.03%	Q4 2016	Q2 2020	11
NORTH AMERICAN MANAGEMENT CORP	11	11	1.04%	1.43%	1.72%	Q2 2013	Q4 2015	11
FARMERS TRUST CO	11	11	0.05%	0.06%	0.06%	Q1 2021	Q3 2023	11
Boston Trust Walden Corp	11	11	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	11
Bard Financial Services, Inc.	11	11	3.57%	3.66%	3.81%	Q4 2020	Q2 2023	11
Costello Asset Management, INC	7	4	0.00%	0.01%	0.01%	Q3 2020	Q3 2023	11
Essex Private Wealth Management, LLC	11	11	0.30%	7.57%	14.58%	Q4 2019	Q2 2022	11
ROOSEVELT INVESTMENT GROUP LLC	11	11	0.05%	0.15%	0.24%	Q1 2020	Q3 2022	11
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	10	1	0.09%	4.90%	5.87%	Q4 2020	Q3 2023	11
Lowe Wealth Advisors, LLC	7	4	0.00%	0.01%	0.02%	Q4 2015	Q4 2023	11
Compass Advisory Group LLC	11	11	0.16%	1.72%	6.02%	Q1 2021	Q3 2023	11
Rollins Financial	8	3	0.12%	0.20%	0.32%	Q4 2020	Q3 2023	11
Piscataqua Savings Bank	11	11	0.03%	0.05%	0.12%	Q1 2021	Q3 2023	11
Winch Advisory Services, LLC	6	1	0.00%	0.17%	1.69%	Q2 2015	Q3 2023	11
Better Money Decisions, LLC	11	11	0.61%	0.76%	0.85%	Q1 2021	Q3 2023	11
Spire Wealth Management	11	11	0.18%	0.21%	0.23%	Q1 2021	Q3 2023	11
Ten Capital Wealth Advisors, LLC	11	11	0.01%	0.03%	0.09%	Q4 2020	Q2 2023	11
Rosenberg Matthew Hamilton	11	11	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	11
Bridgewater Wealth & Financial Management, LLC	11	11	0.10%	0.56%	1.05%	Q4 2014	Q2 2017	11
HALBERT HARGROVE GLOBAL ADVISORS, LLC	11	11	0.02%	0.02%	0.04%	Q1 2021	Q3 2023	11
CT Financial Advisors LLC	10	1	0.07%	0.10%	0.15%	Q1 2014	Q1 2017	11
Reitz Capital Advisors LLC	11	11	1.73%	3.72%	5.52%	Q1 2020	Q3 2022	11
Horizon Investments, LLC	6	5	0.02%	0.14%	0.56%	Q3 2019	Q3 2022	11
BANQUE PICTET & CIE SA	8	1	0.00%	0.07%	0.21%	Q4 2013	Q4 2022	11
Ratio Wealth Group	9	2	4.78%	5.40%	6.00%	Q4 2020	Q3 2023	11
Willingdon Wealth Management	11	11	0.01%	0.01%	0.01%	Q3 2017	Q1 2020	11
Baron Financial Group, LLC	8	3	0.12%	0.15%	0.20%	Q3 2020	Q3 2023	11
BOENNING & SCATTERGOOD, INC.	11	11	0.09%	0.16%	0.22%	Q2 2020	Q4 2022	11
One Charles Private Wealth Services, LLC	10	1	0.22%	0.33%	0.38%	Q2 2020	Q3 2023	11
Planned Solutions, Inc.	7	4	0.23%	0.28%	0.36%	Q3 2020	Q2 2023	11
SUMMIT FINANCIAL GROUP, INC.	11	11	0.10%	0.17%	0.21%	Q1 2021	Q3 2023	11
PACIFIC FINANCIAL GROUP INC	11	11	0.41%	0.56%	0.75%	Q1 2021	Q3 2023	11
Kaizen Financial Strategies	9	2	0.22%	2.05%	6.61%	Q4 2020	Q3 2023	11
CIBC BANK USA	11	11	0.05%	0.06%	0.11%	Q2 2013	Q4 2015	11
Braun-Bostich & Associates Inc.	7	4	0.02%	0.02%	0.03%	Q4 2017	Q3 2020	11
Trinity Financial Advisors LLC	6	5	0.20%	0.26%	0.42%	Q4 2020	Q3 2023	11
Journey Advisory Group, LLC	11	11	0.07%	0.57%	1.47%	Q1 2021	Q3 2023	11
Family Capital Trust Co	11	11	0.28%	0.56%	0.64%	Q2 2013	Q4 2015	11
MOULTON WEALTH MANAGEMENT, INC	10	10	0.91%	2.95%	7.22%	Q2 2021	Q3 2023	10
EVERMAY WEALTH MANAGEMENT LLC	7	1	0.00%	0.08%	0.71%	Q4 2013	Q3 2023	10
CONDOR CAPITAL MANAGEMENT	8	2	0.02%	1.78%	2.42%	Q3 2013	Q1 2022	10
FIRST FOUNDATION ADVISORS	10	10	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	10
MACNEALY HOOVER INVESTMENT MANAGEMENT INC	10	10	0.30%	0.32%	0.33%	Q4 2013	Q1 2016	10
HALL CAPITAL MANAGEMENT CO INC	10	10	0.96%	1.04%	1.17%	Q2 2021	Q3 2023	10
OPPENHEIMER ASSET MANAGEMENT INC.	5	5	0.00%	0.00%	0.01%	Q1 2017	Q4 2019	10
Penobscot Investment Management Company, Inc.	4	1	0.03%	0.07%	0.15%	Q2 2015	Q3 2023	10
FLOW TRADERS U.S. LLC	6	1	0.02%	0.12%	0.49%	Q3 2016	Q2 2023	10
Constellation Wealth Advisors, LLC	10	10	0.10%	0.38%	0.91%	Q2 2013	Q3 2015	10
VISTA CAPITAL PARTNERS, INC.	10	10	0.06%	0.08%	0.09%	Q2 2021	Q3 2023	10
Stelac Advisory Services LLC	6	4	0.02%	0.14%	1.05%	Q1 2021	Q3 2023	10
Gerstein Fisher	10	10	0.03%	0.06%	0.08%	Q2 2013	Q3 2015	10
Gunma Bank,Ltd.	5	1	0.97%	1.77%	2.58%	Q1 2020	Q1 2023	10
SignalPoint Asset Management, LLC	10	10	0.13%	0.14%	0.15%	Q2 2021	Q3 2023	10
Surevest, LLC	6	4	0.02%	0.14%	0.37%	Q4 2018	Q3 2022	10
Advisors Preferred, LLC	10	10	0.50%	1.14%	2.58%	Q2 2021	Q3 2023	10
Towercrest Capital Management	10	10	0.05%	0.07%	0.09%	Q2 2021	Q3 2023	10
Trexquant Investment LP	3	1	0.01%	0.06%	0.17%	Q3 2019	Q3 2023	10
Private Vista, LLC	9	1	0.05%	0.12%	0.20%	Q3 2017	Q1 2020	10
CABANA LLC	9	1	0.11%	3.47%	8.56%	Q4 2017	Q1 2022	10
Narus Financial Partners, LLC	7	3	0.14%	0.20%	0.33%	Q1 2017	Q3 2023	10
Huber Financial Advisors, LLC	10	10	0.34%	0.99%	2.38%	Q4 2017	Q1 2020	10
Northwest Capital Management Inc	8	2	0.02%	0.23%	0.32%	Q4 2017	Q3 2023	10
Lucia Wealth Services, LLC	9	1	0.05%	0.41%	0.64%	Q1 2018	Q3 2020	10
All Terrain Financial Advisors, LLC	10	10	0.19%	0.30%	0.45%	Q4 2017	Q1 2020	10
Campbell Wealth Management	8	2	0.03%	0.03%	0.04%	Q2 2020	Q4 2022	10
West Branch Capital LLC	10	10	0.02%	0.02%	0.03%	Q2 2021	Q3 2023	10
Chicago Capital, LLC	10	10	0.04%	0.04%	0.05%	Q2 2021	Q3 2023	10
Dash Acquisitions Inc.	6	4	0.09%	0.11%	0.14%	Q1 2021	Q3 2023	10
New World Advisors LLC	7	1	0.08%	0.15%	0.19%	Q3 2019	Q3 2023	10
O'Brien Greene & Co. Inc	10	10	0.16%	0.17%	0.18%	Q2 2021	Q3 2023	10
KMG FIDUCIARY PARTNERS, LLC	10	10	0.08%	0.09%	0.11%	Q2 2021	Q3 2023	10
PSI Advisors, LLC	9	1	0.01%	0.07%	0.13%	Q4 2019	Q3 2023	10
ORSER CAPITAL MANAGEMENT, LLC	7	3	0.14%	0.76%	1.32%	Q2 2019	Q1 2022	10
Charles Schwab Trust Co	9	1	0.07%	0.12%	0.28%	Q3 2019	Q2 2022	10
Avion Wealth	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
MATTERN CAPITAL MANAGEMENT, LLC	10	10	0.05%	0.05%	0.06%	Q2 2021	Q3 2023	10
MADDEN SECURITIES Corp	4	1	0.09%	0.16%	0.30%	Q4 2019	Q2 2023	10
Sowa Financial Group, Inc.	10	10	0.29%	0.31%	0.36%	Q4 2019	Q1 2022	10
SVB Investment Services Inc.	10	10	0.21%	0.44%	1.69%	Q4 2019	Q1 2022	10
Snider Financial Group	10	10	5.27%	7.38%	8.77%	Q2 2021	Q3 2023	10
Advisor Resource Council	10	10	0.34%	0.87%	1.89%	Q2 2021	Q3 2023	10
Hudson Value Partners, LLC	10	10	0.12%	0.14%	0.17%	Q2 2021	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.62%	4.01%	7.96%	Q4 2020	Q1 2023	10
Madison Wealth Partners, Inc	10	10	0.26%	0.47%	0.66%	Q2 2021	Q3 2023	10
CoreFirst Bank & Trust	10	10	0.02%	0.66%	1.97%	Q2 2021	Q3 2023	10
EMFO, LLC	10	10	0.76%	0.90%	1.08%	Q2 2021	Q3 2023	10
ACAS, LLC	6	4	0.37%	1.12%	2.25%	Q1 2021	Q3 2023	10
CSM Advisors, LLC	10	10	0.09%	0.23%	0.34%	Q2 2021	Q3 2023	10
Prentice Wealth Management LLC	5	5	2.86%	3.20%	3.60%	Q1 2021	Q3 2023	10
NSI Retail Advisors, LLC	10	10	0.19%	0.24%	0.30%	Q2 2021	Q3 2023	10
Invst, LLC	10	10	0.04%	0.08%	0.29%	Q2 2021	Q3 2023	10
JTC Employer Solutions Trustee Ltd	10	10	0.02%	0.03%	0.03%	Q2 2021	Q3 2023	10
MOTIVE WEALTH ADVISORS	10	10	6.95%	7.84%	8.60%	Q2 2021	Q3 2023	10
Rappaport Reiches Capital Management, LLC	10	10	0.46%	0.67%	1.15%	Q2 2021	Q3 2023	10
CITY NATIONAL BANK	10	10	0.01%	0.02%	0.03%	Q2 2013	Q3 2015	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.19%	0.51%	0.96%	Q4 2020	Q3 2023	10
First Bancorp, Inc /ME/	9	1	0.78%	0.95%	1.14%	Q1 2021	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.40%	0.54%	0.72%	Q1 2021	Q3 2023	10
KLINGENSTEIN FIELDS & CO LP	6	4	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	10
FIRST MIDWEST BANK TRUST DIVISION	8	2	0.08%	0.81%	1.48%	Q1 2014	Q4 2021	10
KOPP INVESTMENT ADVISORS LLC	10	10	0.18%	0.26%	0.53%	Q2 2017	Q3 2019	10
DOLIVER ADVISORS, LP	10	10	0.08%	0.11%	0.16%	Q3 2021	Q4 2023	10
VAN STRUM & TOWNE INC.	5	4	0.09%	0.10%	0.12%	Q1 2021	Q3 2023	9
Sutton Wealth Advisors Inc.	8	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2023	9
Grandview Asset Management LLC	6	1	0.12%	0.14%	0.16%	Q1 2021	Q3 2023	9
Cedar Mountain Advisors, LLC	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
Investors Financial Group, LLC	9	9	1.22%	1.38%	1.50%	Q4 2019	Q4 2021	9
Clearwater Capital Advisors, LLC	9	9	0.09%	0.12%	0.18%	Q2 2016	Q2 2018	9
TOWNSQUARE CAPITAL LLC	8	1	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	9
55I, LLC	8	1	0.03%	0.09%	0.22%	Q2 2020	Q3 2022	9
BALASA DINVERNO & FOLTZ LLC	9	9	0.05%	0.05%	0.06%	Q3 2020	Q3 2022	9
BECK CAPITAL MANAGEMENT, LLC	9	9	0.24%	0.32%	0.42%	Q4 2013	Q4 2015	9
Walker Asset Management, LLC	9	9	0.21%	0.23%	0.26%	Q4 2021	Q4 2023	9
Integrated Wealth Management	9	9	0.16%	0.22%	0.29%	Q1 2015	Q1 2017	9
Squar Milner Financial Services LLC	7	2	0.05%	0.24%	0.42%	Q4 2017	Q1 2020	9
FIRST HAWAIIAN BANK	6	3	0.00%	0.01%	0.01%	Q3 2018	Q4 2021	9
Atlantic Union Bankshares Corp	5	1	0.02%	0.06%	0.14%	Q2 2014	Q4 2021	9
LYELL WEALTH MANAGEMENT, LP	8	1	0.03%	0.09%	0.15%	Q1 2019	Q2 2021	9
OptiFour Integrated Wealth Management, LLC	9	9	0.18%	0.35%	0.58%	Q4 2017	Q4 2019	9
Agate Pass Investment Management, LLC	9	9	0.35%	0.36%	0.38%	Q4 2021	Q4 2023	9
BADGLEY PHELPS & BELL INC	5	4	0.02%	0.23%	0.51%	Q2 2013	Q2 2021	9
LEO BROKERAGE, LLC	5	2	0.70%	1.37%	1.99%	Q3 2020	Q2 2023	9
Buffington Mohr McNeal	5	1	0.04%	0.07%	0.09%	Q4 2016	Q3 2023	9
VECTOR WEALTH MANAGEMENT, LLC	9	9	0.25%	0.31%	0.37%	Q4 2014	Q4 2016	9
Badgley Phelps Wealth Managers, LLC	9	9	0.01%	0.02%	0.04%	Q3 2021	Q3 2023	9
High Net Worth Advisory Group LLC	9	9	3.26%	3.74%	4.12%	Q4 2021	Q4 2023	9
JBJ Investment Partners, LLC	8	1	0.02%	11.03%	14.95%	Q1 2019	Q4 2021	9
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	8	1	0.00%	0.19%	0.32%	Q2 2021	Q3 2023	9
SPINNAKER TRUST	9	9	0.02%	0.02%	0.03%	Q1 2021	Q1 2023	9
FIDELIS iM, LLC	9	9	14.30%	14.65%	15.11%	Q3 2021	Q3 2023	9
STUDIO INVESTMENT MANAGEMENT LLC	9	9	5.58%	6.14%	6.72%	Q3 2021	Q3 2023	9
Herold Advisors, Inc.	9	9	0.19%	0.28%	0.39%	Q3 2021	Q3 2023	9
Independent Wealth Network Inc.	9	9	0.43%	0.50%	0.63%	Q3 2021	Q3 2023	9
KEELEY ASSET MANAGEMENT CORP	9	9	0.01%	0.02%	0.02%	Q4 2014	Q4 2016	9
Silverleafe Capital Partners, LLC	9	9	0.14%	0.16%	0.17%	Q4 2017	Q4 2019	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.01%	0.02%	0.05%	Q2 2013	Q2 2015	9
FLAGSTAR ADVISORS INC	9	9	1.40%	1.61%	1.92%	Q3 2021	Q3 2023	9
CAPITAL ONE FINANCIAL CORP	9	9	0.32%	0.48%	0.79%	Q1 2020	Q1 2022	9
JB Capital LLC	9	9	0.04%	0.05%	0.06%	Q3 2021	Q3 2023	9
VIVID FINANCIAL MANAGEMENT, INC.	9	9	0.22%	0.30%	0.54%	Q4 2019	Q4 2021	9
Tenret Co LLC	9	9	0.82%	0.88%	0.93%	Q2 2021	Q2 2023	9
Lehman Financial Resources, Inc.	9	9	0.00%	0.01%	0.03%	Q3 2013	Q3 2015	9
Pinnacle Wealth Management Group, Inc.	9	9	1.97%	2.78%	3.24%	Q2 2021	Q2 2023	9
Dentgroup LLC	9	9	2.95%	3.54%	4.18%	Q4 2021	Q4 2023	9
FULTON BANK, N.A.	6	3	0.01%	0.01%	0.02%	Q3 2021	Q4 2023	9
Jefferies Group LLC	8	1	0.00%	0.01%	0.03%	Q4 2017	Q3 2022	9
Full Sail Capital, LLC	6	3	0.04%	0.11%	0.38%	Q4 2018	Q1 2022	9
Professional Financial Advisors, LLC	9	9	0.03%	0.04%	0.05%	Q3 2020	Q3 2022	9
New Capital Management LP	7	2	0.55%	0.80%	1.22%	Q4 2020	Q1 2023	9
Bowling Portfolio Management LLC	8	1	0.03%	0.05%	0.06%	Q4 2019	Q2 2022	9
S.E.E.D. Planning Group LLC	9	9	0.12%	0.15%	0.17%	Q4 2020	Q4 2022	9
Keeler Thomas Management LLC	9	9	0.22%	0.39%	0.61%	Q4 2017	Q4 2019	9
Dempze Nancy E	8	1	0.76%	0.89%	1.03%	Q4 2015	Q3 2023	9
Peak Asset Management, LLC	9	9	0.11%	0.13%	0.16%	Q3 2020	Q3 2022	9
HORIZON FINANCIAL SERVICES, LLC	9	9	0.28%	3.86%	9.65%	Q3 2020	Q3 2022	9
Shepherd Financial Partners LLC	8	1	0.04%	0.05%	0.06%	Q2 2021	Q3 2023	9
Bradley Mark J.	9	9	0.22%	0.33%	0.40%	Q4 2020	Q4 2022	9
Ipswich Investment Management Co., Inc.	4	1	0.04%	0.06%	0.07%	Q4 2018	Q3 2023	9
HRT FINANCIAL LP	3	1	0.01%	1.07%	4.06%	Q4 2014	Q1 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.08%	0.10%	0.12%	Q3 2021	Q3 2023	9
Westover Capital Advisors, LLC	9	9	0.09%	0.10%	0.12%	Q3 2020	Q3 2022	9
Bouchey Financial Group Ltd	5	1	0.03%	1.52%	3.30%	Q4 2013	Q3 2023	9
Neumann Capital Management, LLC	9	9	0.11%	0.12%	0.15%	Q3 2020	Q3 2022	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.05%	0.07%	0.10%	Q4 2019	Q3 2023	9
Johnson Midwest Financial, LLC	9	9	0.00%	0.01%	0.01%	Q3 2021	Q3 2023	9
Charles Schwab Investment Advisory, Inc.	7	1	0.00%	0.49%	0.88%	Q2 2017	Q2 2022	9
Horan Securities, Inc.	6	3	0.00%	0.01%	0.02%	Q1 2020	Q2 2023	9
FIRST COMMONWEALTH FINANCIAL CORP /PA/	9	9	0.13%	0.16%	0.20%	Q2 2019	Q2 2021	9
Cerro Pacific Wealth Advisors LLC	8	1	4.00%	4.48%	4.90%	Q4 2020	Q1 2023	9
Benson Investment Management Company, Inc.	5	4	0.02%	0.02%	0.02%	Q4 2016	Q1 2019	9
NICHOLS & PRATT ADVISERS LLP /MA	4	2	0.02%	0.02%	0.02%	Q3 2020	Q3 2023	9
Beaumont Financial Partners, LLC	8	1	0.02%	0.04%	0.06%	Q2 2020	Q3 2022	9
WEBSTERROGERS FINANCIAL ADVISORS, LLC	9	9	0.07%	0.15%	0.22%	Q3 2021	Q3 2023	9
JANUS HENDERSON GROUP PLC	9	9	0.01%	0.02%	0.02%	Q2 2013	Q2 2015	9
Lake Point Wealth Management	5	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2022	9
Stanford Investment Group, Inc.	9	9	16.39%	18.81%	20.37%	Q4 2014	Q4 2016	9
ANCHOR CAPITAL ADVISORS LLC	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
MATHER GROUP, LLC.	7	1	0.01%	0.03%	0.20%	Q3 2020	Q3 2023	9
FIRST NATIONAL BANK SIOUX FALLS	9	9	0.05%	0.06%	0.07%	Q2 2013	Q2 2015	9
LifePro Asset Management	9	9	1.33%	1.81%	2.18%	Q2 2020	Q2 2022	9
American Money Management, LLC	9	9	0.16%	0.18%	0.23%	Q3 2021	Q3 2023	9
Hochman Cole Investment Advisors, Inc.	5	4	0.09%	0.12%	0.20%	Q1 2019	Q3 2021	9
Leo H. Evart, Inc.	8	8	3.85%	4.40%	5.15%	Q4 2021	Q3 2023	8
Mason & Associates Inc	8	8	7.21%	8.06%	9.48%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	0.19%	0.23%	0.31%	Q4 2021	Q3 2023	8
Comprehensive Financial Consultants Institutional, Inc.	8	8	0.85%	0.98%	1.15%	Q4 2021	Q3 2023	8
Schrum Private Wealth Management LLC	8	8	0.50%	0.57%	0.61%	Q4 2021	Q3 2023	8
apricus wealth, LLC	8	8	0.27%	0.29%	0.37%	Q4 2021	Q3 2023	8
Security Financial Services, INC.	8	8	2.31%	2.60%	3.19%	Q4 2021	Q3 2023	8
Lakeside Advisors, INC.	8	8	0.20%	0.21%	0.22%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.25%	0.31%	0.52%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.04%	0.05%	0.05%	Q4 2021	Q3 2023	8
Key Client Fiduciary Advisors, LLC	8	8	0.35%	0.39%	0.46%	Q4 2021	Q3 2023	8
Resurgent Financial Advisors LLC	8	8	0.99%	1.25%	1.64%	Q4 2021	Q3 2023	8
Capasso Planning Partners LLC	8	8	0.14%	0.24%	0.33%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Family CFO Inc	8	8	10.72%	11.06%	11.57%	Q4 2021	Q3 2023	8
Autumn Glory Partners, LLC	8	8	0.19%	0.27%	0.37%	Q4 2021	Q3 2023	8
ETF Store, Inc.	8	8	0.23%	0.27%	0.31%	Q4 2021	Q3 2023	8
O'ROURKE & COMPANY, Inc	8	8	0.41%	0.52%	0.63%	Q4 2021	Q3 2023	8
Mendel Capital Management LLC	8	8	7.76%	9.14%	10.28%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	0.13%	0.17%	0.23%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	9.01%	9.71%	10.56%	Q4 2021	Q3 2023	8
HFG Advisors, Inc.	8	8	0.68%	0.78%	0.85%	Q4 2021	Q3 2023	8
Spinnaker Investment Group, LLC	8	8	0.17%	0.39%	0.52%	Q4 2021	Q3 2023	8
Threshold Group LLC	8	8	0.69%	1.04%	1.45%	Q4 2015	Q3 2017	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.06%	0.11%	0.17%	Q4 2021	Q3 2023	8
Nan Shan Life Insurance Co., Ltd.	3	1	0.06%	0.29%	0.77%	Q3 2014	Q2 2020	8
Intelligent Financial Strategies	8	8	2.61%	3.08%	3.63%	Q4 2021	Q3 2023	8
Benchmark Investment Advisors LLC	8	8	0.18%	0.25%	0.30%	Q4 2021	Q3 2023	8
Planning Center, Inc.	8	8	0.45%	1.43%	5.42%	Q4 2021	Q3 2023	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	0.97%	1.17%	1.28%	Q4 2021	Q3 2023	8
City State Bank	8	8	1.70%	2.34%	2.60%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	0.22%	0.26%	0.37%	Q3 2021	Q3 2023	8
Joseph Group Capital Management	8	8	1.03%	1.40%	1.63%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	1.93%	2.16%	2.32%	Q4 2021	Q3 2023	8
Fingerlakes Wealth Management, Inc.	8	8	0.40%	0.43%	0.46%	Q4 2021	Q3 2023	8
TILIA FIDUCIARY PARTNERS, INC.	8	8	0.15%	0.18%	0.22%	Q4 2021	Q3 2023	8
Guardian Wealth Management, Inc.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.40%	0.54%	0.69%	Q4 2021	Q3 2023	8
DIXON FNANCIAL SERVICES, INC.	8	8	0.21%	0.29%	0.34%	Q4 2021	Q3 2023	8
Morton Brown Family Wealth, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
WEALTHSPAN PARTNERS, LLC	8	8	6.30%	7.88%	9.32%	Q4 2021	Q3 2023	8
DENVER WEALTH MANAGEMENT, INC.	6	1	0.19%	0.24%	0.30%	Q1 2021	Q3 2023	8
GSB Wealth Management, LLC	4	2	0.06%	0.12%	0.21%	Q1 2021	Q3 2023	8
HILL ISLAND FINANCIAL LLC	8	8	0.34%	0.40%	0.51%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	0.11%	0.15%	0.20%	Q4 2021	Q3 2023	8
Pitti Group Wealth Management, LLC	8	8	1.89%	2.09%	2.24%	Q4 2021	Q3 2023	8
Carson Advisory Inc.	8	8	0.41%	0.45%	0.50%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.03%	0.04%	0.06%	Q4 2021	Q3 2023	8
KENFARB & CO.	8	8	0.59%	0.62%	0.65%	Q4 2021	Q3 2023	8
Gouws Capital LLC	8	8	2.40%	2.71%	3.31%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	3.31%	3.94%	4.69%	Q4 2021	Q3 2023	8
WealthCare Investment Partners, LLC	8	8	0.25%	0.56%	0.87%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	0.31%	0.36%	0.39%	Q4 2021	Q3 2023	8
Avant Capital LLC	8	8	3.61%	3.71%	3.79%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.12%	5.02%	7.44%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.28%	0.39%	0.44%	Q4 2021	Q3 2023	8
Darrow Company, Inc.	8	8	1.12%	1.23%	1.35%	Q4 2021	Q3 2023	8
Von Berge Wealth Management Group, LLC	8	8	2.16%	2.23%	2.35%	Q4 2021	Q3 2023	8
New Legacy Group, LLC	8	8	0.11%	0.60%	0.91%	Q4 2021	Q3 2023	8
SC&H Financial Advisors, Inc.	8	8	0.79%	1.15%	1.87%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	0.16%	0.56%	2.96%	Q4 2021	Q3 2023	8
Sonora Investment Management Group, LLC	8	8	0.02%	0.04%	0.05%	Q4 2021	Q3 2023	8
Western Pacific Wealth Management, LP	8	8	1.08%	3.47%	4.62%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	1.03%	1.13%	1.22%	Q4 2021	Q3 2023	8
Anson Capital, Inc.	8	8	0.32%	0.75%	1.43%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	2.45%	2.81%	3.22%	Q4 2021	Q3 2023	8
Scott Capital Advisors, LLC	8	8	0.21%	0.29%	0.37%	Q4 2021	Q3 2023	8
Morling Financial Advisors, LLC	8	8	0.85%	1.16%	1.52%	Q4 2021	Q3 2023	8
American Trust	8	8	0.08%	1.82%	2.37%	Q4 2021	Q3 2023	8
EUDAIMONIA ADVISORS LLC	8	8	0.99%	1.07%	1.13%	Q4 2021	Q3 2023	8
ZACKS INVESTMENT MANAGEMENT	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
Manhattan West Asset Management, LLC	8	8	0.35%	0.51%	0.62%	Q4 2021	Q3 2023	8
AVAII WEALTH MANAGEMENT, LLC	8	8	0.46%	0.59%	0.69%	Q4 2021	Q3 2023	8
Wick Capital Partners, LLC	8	8	0.28%	0.34%	0.49%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.11%	0.15%	0.26%	Q4 2021	Q3 2023	8
US FINANCIAL ADVISORS, LLC	6	2	0.03%	0.36%	0.68%	Q4 2014	Q1 2021	8
Highview Capital Management LLC/DE/	8	8	0.57%	0.64%	0.73%	Q4 2021	Q3 2023	8
Wilson & Boucher Capital Management, LLC	8	8	1.18%	1.59%	2.00%	Q4 2021	Q3 2023	8
Masso Torrence Wealth Management Inc.	8	8	0.42%	0.82%	1.16%	Q4 2021	Q3 2023	8
INTEGRAL INVESTMENT ADVISORS, INC.	8	8	3.36%	4.05%	5.75%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.97%	1.29%	1.56%	Q4 2021	Q3 2023	8
CarsonAllaria Wealth Management, Ltd.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Amplius Wealth Advisors, LLC	8	8	0.69%	0.95%	1.34%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Man Group plc	4	2	0.00%	0.01%	0.01%	Q1 2019	Q4 2021	8
Collaborative Wealth Managment Inc.	6	1	0.68%	0.96%	1.09%	Q1 2021	Q3 2023	8
Helen Stephens Group, LLC	8	8	5.06%	6.08%	8.88%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.28%	0.44%	0.62%	Q4 2021	Q3 2023	8
Schubert & Co	8	8	0.21%	0.25%	0.29%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	0.20%	0.24%	0.26%	Q4 2021	Q3 2023	8
Holland Advisory Services, Inc.	8	8	0.30%	0.33%	0.37%	Q4 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.74%	0.91%	1.11%	Q3 2021	Q3 2023	8
Accurate Wealth Management, LLC	8	8	0.08%	0.15%	0.23%	Q2 2021	Q1 2023	8
Level Financial Advisors	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Mirador Capital Partners LP	8	8	0.05%	0.13%	0.28%	Q2 2019	Q1 2021	8
Beacon Harbor Wealth Advisors, Inc.	7	1	0.18%	0.19%	0.20%	Q4 2020	Q4 2022	8
Keystone Wealth Services, LLC	8	8	0.28%	0.31%	0.33%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.04%	0.04%	0.05%	Q4 2020	Q3 2022	8
DENVER INVESTMENT ADVISORS LLC	7	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2018	8
NewEdge Wealth, LLC	8	8	0.50%	0.60%	0.73%	Q4 2021	Q3 2023	8
RIDGECREST WEALTH PARTNERS, LLC	8	8	0.15%	1.70%	2.78%	Q4 2021	Q3 2023	8
Fermata Advisors, LLC	7	1	0.07%	0.19%	0.45%	Q2 2021	Q3 2023	8
Thrive Wealth Management, LLC	8	8	0.13%	0.15%	0.17%	Q4 2021	Q3 2023	8
IMA Wealth, Inc.	7	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2022	8
Grand Central Investment Group	8	8	0.34%	0.45%	0.58%	Q4 2020	Q3 2022	8
Nova R Wealth, Inc.	8	8	0.91%	1.05%	1.30%	Q4 2021	Q3 2023	8
SAGE FINANCIAL GROUP INC	6	1	0.05%	0.08%	0.17%	Q4 2013	Q3 2023	8
Taylor & Morgan Wealth Management, LLC	8	8	0.41%	0.47%	0.54%	Q4 2021	Q3 2023	8
AT Bancorp	8	8	0.03%	0.04%	0.04%	Q2 2017	Q1 2019	8
Dakota Wealth Management	6	2	0.04%	0.11%	0.50%	Q3 2019	Q3 2023	8
FULTON BREAKEFIELD BROENNIMAN LLC	8	8	0.57%	0.61%	0.64%	Q4 2021	Q3 2023	8
Industrial Alliance Investment Management Inc.	8	8	0.01%	0.04%	0.14%	Q4 2021	Q3 2023	8
Accredited Investors Inc.	8	8	0.02%	0.07%	0.34%	Q4 2021	Q3 2023	8
GREAT WEST LIFE ASSURANCE CO /CAN/	8	8	0.00%	0.00%	0.00%	Q3 2013	Q2 2015	8
Legacy Financial Strategies, LLC	5	3	0.21%	0.40%	0.69%	Q4 2017	Q3 2023	8
ARGI Investment Services, LLC	8	8	0.01%	0.02%	0.02%	Q1 2021	Q4 2022	8
GoalVest Advisory LLC	8	8	0.04%	0.05%	0.06%	Q1 2022	Q4 2023	8
Ferris Capital, LLC	8	8	0.04%	0.07%	0.10%	Q2 2017	Q1 2019	8
CBIZ Investment Advisory Services, LLC	8	8	0.00%	0.00%	0.00%	Q4 2019	Q3 2021	8
Sage Mountain Advisors LLC	8	8	0.08%	0.09%	0.12%	Q4 2021	Q3 2023	8
SOUNDMARK WEALTH MANAGEMENT, LLC	8	8	0.14%	0.25%	0.42%	Q1 2021	Q4 2022	8
Rise Advisors, LLC	8	8	0.32%	0.37%	0.46%	Q4 2021	Q3 2023	8
Praetorian Wealth Management, Inc.	6	2	0.15%	0.15%	0.16%	Q2 2020	Q4 2022	8
Samalin Investment Counsel, LLC	7	1	0.08%	0.26%	0.39%	Q4 2019	Q3 2023	8
Horizon Wealth Management, LLC	8	8	0.37%	0.74%	1.42%	Q4 2021	Q3 2023	8
Capital Market Strategies LLC	5	3	0.52%	0.58%	0.63%	Q4 2021	Q4 2023	8
Sensible Financial Planning & Management, LLC.	6	2	0.01%	0.03%	0.08%	Q2 2015	Q3 2022	8
Revolve Wealth Partners, LLC	8	8	0.13%	0.16%	0.19%	Q4 2021	Q3 2023	8
UMB Bank, n.a.	8	8	0.07%	0.11%	0.15%	Q4 2021	Q3 2023	8
Cumberland Partners Ltd	8	8	0.02%	0.07%	0.10%	Q3 2020	Q2 2022	8
Carlson Capital Management	8	8	0.04%	0.06%	0.07%	Q4 2021	Q3 2023	8
Emerald Advisors, LLC	8	8	0.23%	0.28%	0.31%	Q4 2021	Q3 2023	8
JSF Financial, LLC	4	4	0.08%	0.13%	0.22%	Q2 2021	Q2 2023	8
XML Financial, LLC	8	8	0.03%	0.07%	0.12%	Q4 2021	Q3 2023	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.04%	0.08%	0.11%	Q4 2013	Q3 2015	8
DAN L DUNCAN FOUNDATION	8	8	19.41%	28.14%	34.91%	Q4 2021	Q3 2023	8
ZWJ INVESTMENT COUNSEL INC	8	8	0.02%	0.02%	0.02%	Q4 2017	Q3 2019	8
Pflug Koory, LLC	8	8	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	8
BHK Investment Advisors, LLC	8	8	0.19%	0.27%	0.40%	Q4 2017	Q3 2019	8
EverSource Wealth Advisors, LLC	8	8	1.98%	2.67%	3.48%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.52%	0.54%	0.58%	Q2 2013	Q1 2015	8
CENTRAL BANK & TRUST CO	3	1	0.00%	0.01%	0.04%	Q2 2013	Q4 2022	8
RONALD BLUE & CO LLC	8	8	0.02%	0.03%	0.04%	Q4 2013	Q3 2015	8
Allied Investment Advisors, LLC	4	1	0.10%	0.18%	0.26%	Q4 2017	Q4 2020	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.07%	0.09%	0.10%	Q2 2013	Q1 2015	8
GIRARD SECURITIES, INC.	8	8	0.42%	0.91%	1.34%	Q4 2015	Q3 2017	8
HC FINANCIAL ADVISORS INC	8	8	0.00%	0.03%	0.09%	Q3 2020	Q2 2022	8
Watermark Asset Management, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2017	Q4 2018	8
FIDUCIARY SERVICES CORP/GA	8	8	0.10%	0.18%	0.28%	Q2 2013	Q1 2015	8
Seelaus Asset Management LLC	8	8	0.12%	0.22%	0.28%	Q4 2021	Q3 2023	8
Lake Hills Wealth Management, LLC	8	8	0.22%	0.33%	0.54%	Q4 2021	Q3 2023	8
Triumph Capital Management	5	3	0.11%	0.13%	0.17%	Q2 2021	Q2 2023	8
CANANDAIGUA NATIONAL CORP	8	8	0.04%	0.04%	0.04%	Q2 2020	Q1 2022	8
Facet Wealth, Inc.	8	8	0.02%	0.03%	0.04%	Q4 2021	Q3 2023	8
Avestar Capital, LLC	7	1	0.04%	0.12%	0.68%	Q4 2017	Q1 2022	8
Stadion Money Management, LLC	8	8	0.04%	0.04%	0.06%	Q2 2019	Q1 2021	8
Violich Capital Management, Inc.	8	8	0.05%	0.06%	0.06%	Q3 2018	Q2 2020	8
Sterling Capital Management LLC	8	8	0.00%	0.00%	0.01%	Q4 2017	Q3 2019	8
LEWIS CAPITAL MANAGEMENT, LLC	8	8	4.06%	4.58%	4.96%	Q4 2021	Q3 2023	8
Rathbones Group PLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Summit Global Investments	6	2	0.06%	0.15%	0.62%	Q1 2021	Q2 2023	8
Heritage Financial Services, LLC	8	8	0.10%	0.21%	0.41%	Q4 2021	Q3 2023	8
FIRST NATIONAL BANK OF OMAHA	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
Morton Capital Management LLC/CA	8	8	1.41%	1.58%	1.79%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.06%	0.07%	0.07%	Q4 2021	Q3 2023	8
WFA Asset Management Corp	8	8	0.06%	0.06%	0.06%	Q4 2021	Q3 2023	8
FINANCIAL ADVISORY PARTNERS, LLC	8	8	1.54%	1.84%	2.04%	Q4 2021	Q3 2023	8
CJM Wealth Advisers, Ltd.	8	8	0.75%	0.93%	1.15%	Q4 2021	Q3 2023	8
Corrigan Financial, Inc.	8	8	0.16%	0.17%	0.18%	Q1 2018	Q4 2019	8
NORWOOD FINANCIAL CORP	8	8	1.70%	1.80%	2.10%	Q4 2021	Q3 2023	8
Abbrea Capital, LLC	4	4	0.03%	0.04%	0.05%	Q3 2021	Q3 2023	8
Rockwood Wealth Management, LLC	8	8	0.06%	0.09%	0.16%	Q4 2021	Q3 2023	8
National Wealth Management Group, LLC	8	8	2.16%	3.16%	4.24%	Q4 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.61%	0.66%	0.70%	Q4 2021	Q3 2023	8
Bensler, LLC	8	8	0.10%	0.11%	0.14%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	1.20%	1.48%	1.90%	Q4 2021	Q3 2023	8
Riverview Capital Advisers, LLC	8	8	1.77%	2.01%	2.31%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.24%	0.39%	0.50%	Q4 2021	Q3 2023	8
Hofer & Associates. Inc	8	8	3.64%	3.97%	4.24%	Q4 2021	Q3 2023	8
FIDUCIARY TRUST INTERNATIONAL LLC	5	3	0.22%	0.45%	0.70%	Q2 2018	Q2 2020	8
KilterHowling LLC	8	8	7.35%	7.98%	8.38%	Q4 2021	Q3 2023	8
Shorepoint Capital Partners LLC	4	4	0.06%	0.08%	0.10%	Q3 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.14%	0.15%	0.16%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.08%	0.09%	0.10%	Q4 2021	Q3 2023	8
Leeward Financial Partners, LLC	8	8	1.40%	1.59%	1.75%	Q4 2021	Q3 2023	8
ASB Consultores, LLC	8	8	2.63%	8.15%	11.21%	Q4 2021	Q3 2023	8
HARVEST GROUP WEALTH MANAGEMENT, LLC	8	8	0.00%	0.11%	0.21%	Q1 2019	Q4 2020	8
W ADVISORS, LLC	8	8	2.94%	3.09%	3.33%	Q4 2021	Q3 2023	8
Finer Wealth Management, Inc.	8	8	0.26%	0.29%	0.33%	Q4 2021	Q3 2023	8
Fortitude Advisory Group L.L.C.	8	8	0.46%	0.59%	0.68%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	4.27%	4.59%	4.89%	Q4 2021	Q3 2023	8
Sterling Investment Counsel, LLC	8	8	0.22%	0.23%	0.27%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.03%	1.17%	8.58%	Q4 2021	Q3 2023	8
Sage Investment Advisers LLC	8	8	1.18%	1.69%	2.01%	Q4 2021	Q3 2023	8
TRIAD FINANCIAL ADVISORS, INC.	8	8	0.28%	0.41%	0.59%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	0.79%	0.91%	1.03%	Q4 2021	Q3 2023	8
RGT Wealth Advisors, LLC	8	8	0.03%	0.12%	0.29%	Q4 2020	Q3 2022	8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	8	8	1.09%	1.29%	1.38%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.25%	0.69%	0.90%	Q4 2021	Q3 2023	8
Legacy Wealth Partners, Inc.	7	7	2.17%	4.83%	7.08%	Q4 2019	Q2 2021	7
Fluent Financial, LLC	7	7	0.09%	1.84%	2.88%	Q4 2020	Q2 2022	7
WALLER FINANCIAL PLANNING GROUP, INC	7	7	0.73%	0.92%	1.08%	Q2 2022	Q4 2023	7
Castleview Partners, LLC	6	1	0.00%	0.02%	0.03%	Q2 2021	Q1 2023	7
Parisi Gray Wealth Management	6	1	0.02%	0.03%	0.04%	Q4 2017	Q2 2021	7
Capital Bank & Trust Co	6	1	0.00%	0.00%	0.00%	Q2 2017	Q1 2021	7
Financial Gravity Asset Management, Inc.	5	2	0.00%	0.02%	0.10%	Q2 2018	Q1 2020	7
Global Financial Private Capital, Inc	7	7	0.04%	0.06%	0.08%	Q3 2017	Q1 2019	7
Arjuna Capital	6	1	0.10%	0.12%	0.15%	Q4 2019	Q4 2021	7
Vectors Research Management, LLC	7	7	0.01%	0.01%	0.02%	Q4 2020	Q2 2022	7
Financial Advisors Network, Inc.	6	1	0.08%	0.12%	0.14%	Q3 2021	Q3 2023	7
RB Capital Management, LLC	7	7	0.02%	1.09%	1.35%	Q4 2016	Q2 2018	7
Total Wealth Planning, LLC	7	7	0.09%	0.10%	0.13%	Q1 2022	Q3 2023	7
Fiduciary Wealth Partners, LLC	7	7	0.17%	0.32%	0.47%	Q4 2015	Q2 2017	7
Paradigm Financial Partners, LLC	6	1	0.04%	0.48%	0.66%	Q1 2020	Q4 2021	7
Tiller Private Wealth, Inc.	7	7	0.17%	0.19%	0.20%	Q1 2022	Q3 2023	7
St. Louis Trust Co	4	3	0.56%	0.62%	0.70%	Q4 2021	Q3 2023	7
20/20 Capital Management, Inc.	7	7	0.18%	2.52%	5.54%	Q4 2019	Q2 2021	7
London & Capital Asset Management Ltd	7	7	0.07%	0.13%	0.19%	Q4 2018	Q2 2020	7
Rinet Co LLC	4	3	0.16%	0.75%	1.01%	Q2 2018	Q3 2021	7
Ayalon Insurance Comp Ltd.	7	7	0.04%	0.04%	0.04%	Q2 2015	Q4 2016	7
Cornerstone Wealth Group, LLC	7	7	0.58%	0.90%	1.37%	Q2 2020	Q4 2021	7
Intersect Capital LLC	6	1	0.02%	0.07%	0.09%	Q1 2015	Q2 2022	7
Red Door Wealth Management, LLC	4	1	0.05%	0.09%	0.12%	Q1 2020	Q2 2023	7
TCF National Bank	7	7	0.06%	0.17%	0.25%	Q3 2019	Q1 2021	7
Savior LLC	7	7	0.05%	0.46%	1.90%	Q4 2019	Q2 2021	7
Northside Capital Management, LLC	3	2	0.07%	0.32%	0.86%	Q2 2015	Q1 2020	7
GROUP ONE TRADING, L.P.	3	1	0.00%	0.00%	0.00%	Q3 2013	Q2 2023	7
Maxim Capital Management LLC	7	7	0.98%	1.00%	1.04%	Q4 2018	Q2 2020	7
Physician Wealth Advisors, Inc.	7	7	0.06%	0.09%	0.11%	Q1 2022	Q3 2023	7
Great Diamond Partners, LLC	5	1	0.02%	0.25%	0.34%	Q4 2019	Q3 2023	7
SteelPeak Wealth, LLC	5	2	0.01%	0.05%	0.14%	Q1 2021	Q3 2023	7
GeoWealth Management, LLC	3	1	0.03%	0.76%	2.81%	Q3 2019	Q3 2023	7
Private Capital Management, LLC	7	7	0.22%	0.33%	0.46%	Q1 2022	Q3 2023	7
Edge Advisors, LLC	7	7	0.10%	0.12%	0.16%	Q4 2016	Q2 2018	7
ASSET ADVISORS CORP	7	7	0.01%	0.01%	0.01%	Q3 2013	Q1 2015	7
Danda Trouve Investment Management, Inc.	7	7	0.00%	0.52%	3.59%	Q4 2019	Q2 2021	7
Virtu KCG Holdings LLC	1	1	0.01%	0.02%	0.03%	Q3 2013	Q1 2017	7
Intrua Financial, LLC	7	7	0.18%	0.21%	0.25%	Q3 2021	Q1 2023	7
Concord Wealth Partners	4	3	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	7
WEXFORD CAPITAL LP	3	1	0.06%	0.16%	0.22%	Q1 2017	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	0.11%	0.11%	0.12%	Q2 2020	Q4 2021	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.18%	0.67%	1.22%	Q1 2021	Q4 2022	7
BTS Asset Management, Inc.	4	1	1.09%	2.84%	10.06%	Q4 2020	Q3 2023	7
KLS Professional Advisors Group, LLC	7	7	0.03%	0.07%	0.14%	Q4 2017	Q2 2019	7
Rotella Capital Management, Inc.	7	7	1.51%	3.43%	5.24%	Q2 2013	Q4 2014	7
Mizuho Securities Co. Ltd.	7	7	0.00%	0.00%	0.00%	Q1 2021	Q3 2022	7
Financial Advantage, Inc.	7	7	0.06%	0.06%	0.06%	Q1 2014	Q3 2015	7
ParenteBeard Wealth Management, LLC	7	7	0.06%	0.12%	0.16%	Q2 2013	Q4 2014	7
Phoenix Wealth Advisors	7	7	0.20%	0.24%	0.34%	Q4 2020	Q2 2022	7
M. Kulyk & Associates, LLC	6	1	0.11%	0.15%	0.17%	Q1 2021	Q2 2023	7
Crestone Asset Management LLC	6	1	0.04%	0.34%	0.48%	Q4 2016	Q1 2023	7
CFS Investment Advisory Services, LLC	4	1	0.05%	0.08%	0.20%	Q4 2020	Q3 2023	7
Colonial River Wealth Management, LLC	6	1	0.12%	0.14%	0.16%	Q4 2021	Q3 2023	7
Lenox Wealth Management, Inc.	7	7	0.00%	0.01%	0.01%	Q4 2018	Q2 2020	7
Cobble Hill Financial Services, INC	7	7	3.95%	4.70%	5.27%	Q1 2013	Q3 2014	7
Highmount Capital, LLC	7	7	0.07%	0.10%	0.12%	Q4 2013	Q2 2015	7
TWO SIGMA SECURITIES, LLC	2	1	0.00%	0.18%	0.66%	Q3 2015	Q1 2023	7
Greenwich Wealth Management LLC	4	1	0.02%	0.42%	0.91%	Q1 2016	Q4 2020	7
Guardian Wealth Advisors, LLC	6	1	0.20%	0.37%	0.43%	Q1 2021	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.03%	0.11%	0.19%	Q1 2022	Q3 2023	7
Bank of New Hampshire	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
SJS Investment Consulting Inc.	5	2	0.02%	0.04%	0.06%	Q4 2021	Q3 2023	7
REUTER JAMES WEALTH MANAGEMENT, LLC	6	1	0.12%	0.16%	0.20%	Q4 2021	Q3 2023	7
THEORY FINANCIAL LLC	4	3	2.06%	2.22%	2.40%	Q4 2021	Q3 2023	7
Apriem Advisors	3	1	0.00%	0.01%	0.01%	Q4 2014	Q2 2018	7
White Knight Strategic Wealth Advisors, LLC	7	7	0.35%	0.49%	0.62%	Q1 2022	Q3 2023	7
SAXON INTERESTS, INC.	7	7	0.88%	0.94%	1.03%	Q4 2021	Q2 2023	7
MKT Advisors LLC	7	7	1.51%	1.53%	1.58%	Q1 2022	Q3 2023	7
Financial Connections Group, Inc.	7	7	0.13%	0.20%	0.28%	Q4 2021	Q2 2023	7
TCWP LLC	7	7	0.08%	0.82%	1.49%	Q4 2021	Q2 2023	7
Stone Point Wealth LLC	7	7	0.16%	0.20%	0.25%	Q1 2022	Q3 2023	7
Beaird Harris Wealth Management, LLC	7	7	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	7
Investments & Financial Planning, LLC	4	3	0.26%	0.27%	0.28%	Q4 2021	Q3 2023	7
New Perspectives, Inc	7	7	5.13%	5.35%	5.44%	Q2 2021	Q4 2022	7
Kellett Wealth Advisors, LLC	5	2	0.17%	0.23%	0.32%	Q4 2021	Q3 2023	7
Confluence Wealth Services, Inc.	6	1	0.06%	2.89%	4.78%	Q4 2021	Q3 2023	7
Blackston Financial Advisory Group, LLC	7	7	7.89%	8.20%	8.64%	Q4 2021	Q2 2023	7
Roger Wittlin Investment Advisory, LLC	7	7	2.27%	4.24%	8.86%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.13%	0.19%	0.24%	Q4 2021	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.52%	0.61%	0.71%	Q1 2022	Q3 2023	7
Safeguard Financial, LLC	7	7	0.35%	0.86%	1.58%	Q1 2022	Q3 2023	7
LIBRA WEALTH LLC	7	7	0.01%	0.12%	0.16%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.82%	0.88%	1.00%	Q1 2022	Q3 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.14%	0.17%	0.20%	Q1 2022	Q3 2023	7
Financial Guidance Group, Inc.	7	7	2.54%	2.63%	2.77%	Q1 2022	Q3 2023	7
Horizons Wealth Management	7	7	0.01%	0.02%	0.03%	Q2 2022	Q4 2023	7
ICA Group Wealth Management, LLC	7	7	0.12%	0.17%	0.24%	Q1 2022	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	1.01%	1.97%	2.78%	Q4 2021	Q3 2023	7
PFS Partners, LLC	7	7	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	7
GHP Investment Advisors, Inc.	7	7	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	7
RS CRUM INC.	7	7	0.14%	0.20%	0.28%	Q4 2021	Q2 2023	7
FIRST AMERICAN TRUST, FSB	6	1	0.03%	0.14%	0.18%	Q2 2013	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.71%	0.87%	1.34%	Q1 2022	Q3 2023	7
FOUNDERS BANK & TRUST	7	7	4.31%	4.96%	5.38%	Q2 2013	Q4 2014	7
Foothills Asset Management, Ltd.	5	2	0.18%	0.26%	0.34%	Q4 2013	Q4 2015	7
Hartford Financial Management Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Waverton Investment Management Ltd	7	7	0.08%	0.32%	0.81%	Q2 2015	Q4 2016	7
MCDONALD PARTNERS LLC	7	7	0.01%	1.23%	1.55%	Q4 2020	Q2 2022	7
Placemark Investments, Inc.	7	7	0.04%	0.05%	0.07%	Q2 2013	Q4 2014	7
GUGGENHEIM CAPITAL LLC	2	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	7
COUNTRY CLUB BANK /GFN	7	7	0.75%	0.83%	0.98%	Q1 2022	Q3 2023	7
OXFORD FINANCIAL GROUP, LTD. LLC	7	7	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.06%	0.06%	0.07%	Q4 2017	Q3 2019	7
SHAPIRO ROBERT N	7	7	0.41%	0.47%	0.51%	Q2 2013	Q4 2014	7
MANCHESTER FINANCIAL INC	6	1	0.00%	0.01%	0.02%	Q2 2019	Q1 2021	7
L.M. KOHN & COMPANY	7	7	0.43%	0.47%	0.54%	Q1 2022	Q3 2023	7
MERITAGE PORTFOLIO MANAGEMENT	6	1	0.01%	0.02%	0.02%	Q1 2021	Q2 2023	7
GODSEY & GIBB, INC	4	1	0.00%	0.02%	0.06%	Q4 2018	Q3 2023	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.04%	0.21%	0.94%	Q1 2022	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	2.08%	2.31%	2.69%	Q2 2013	Q4 2014	7
CADENCE BANK NA	7	7	0.21%	0.46%	1.76%	Q1 2021	Q3 2022	7
LANDAAS & CO /WI /ADV	4	1	0.01%	0.09%	0.17%	Q3 2017	Q3 2023	7
MACKENZIE FINANCIAL CORP	5	2	0.00%	0.00%	0.01%	Q1 2019	Q4 2020	7
Rinkey Investments	4	3	0.09%	0.18%	0.25%	Q4 2021	Q3 2023	7
Buckley Wealth Management, LLC	4	3	0.10%	0.10%	0.12%	Q1 2018	Q4 2019	7
Crewe Advisors LLC	7	7	0.07%	0.09%	0.11%	Q1 2022	Q3 2023	7
Secrest Blakey & Associates, LLC	5	2	3.84%	4.30%	4.81%	Q4 2017	Q3 2019	7
Taylor Hoffman Wealth Management	6	1	0.04%	0.05%	0.06%	Q3 2018	Q2 2020	7
Titus Wealth Management	7	7	0.14%	0.30%	0.41%	Q4 2020	Q2 2022	7
Baker Ellis Asset Management LLC	6	6	0.14%	0.38%	0.53%	Q4 2014	Q1 2016	6
TUCKER ASSET MANAGEMENT LLC	6	6	0.03%	0.07%	0.08%	Q2 2022	Q3 2023	6
BEAM WEALTH ADVISORS, INC.	6	6	0.41%	0.64%	0.83%	Q2 2020	Q3 2021	6
Fragasso Group Inc.	4	2	0.02%	0.03%	0.04%	Q1 2022	Q4 2023	6
Main Management LLC	5	1	0.00%	0.31%	1.81%	Q2 2014	Q3 2023	6
Executive Wealth Management, LLC	4	1	0.02%	0.03%	0.04%	Q4 2018	Q4 2022	6
Premia Global Advisors, LLC	3	3	0.01%	1.20%	3.66%	Q4 2017	Q3 2019	6
Crew Capital Management, Ltd.	6	6	0.42%	0.61%	0.96%	Q4 2021	Q1 2023	6
DFPG INVESTMENTS, LLC	4	2	0.03%	0.06%	0.09%	Q4 2021	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	2.29%	2.76%	3.41%	Q2 2013	Q3 2014	6
Curated Wealth Partners LLC	6	6	0.22%	0.37%	0.44%	Q2 2022	Q3 2023	6
SENTINEL TRUST CO LBA	4	2	0.03%	0.03%	0.04%	Q1 2022	Q3 2023	6
CM WEALTH ADVISORS LLC	6	6	2.40%	3.20%	4.00%	Q2 2022	Q3 2023	6
WealthTrust Fairport, LLC	5	1	0.01%	0.03%	0.04%	Q2 2014	Q1 2019	6
Paulson Wealth Management Inc.	3	1	0.02%	0.21%	0.34%	Q4 2017	Q3 2023	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.43%	0.81%	1.22%	Q4 2021	Q3 2023	6
BAKER TILLY WEALTH MANAGEMENT, LLC	5	1	0.05%	0.07%	0.10%	Q2 2021	Q4 2022	6
BENJAMIN EDWARDS INC	6	6	0.00%	0.00%	0.00%	Q1 2022	Q2 2023	6
Sanctuary Wealth Management, L.L.C.	2	1	0.13%	0.17%	0.24%	Q1 2010	Q3 2023	6
RKL Wealth Management LLC	5	1	0.05%	0.07%	0.14%	Q3 2014	Q4 2018	6
Wealth & Pension Services Group, Inc.	6	6	3.10%	4.09%	6.34%	Q2 2018	Q3 2019	6
One Wealth Advisors, LLC	4	1	0.04%	0.08%	0.19%	Q4 2019	Q4 2022	6
Allen Investment Management, LLC	3	1	0.00%	0.06%	0.10%	Q3 2021	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	7.48%	8.38%	9.49%	Q4 2020	Q1 2022	6
Chesley Taft & Associates LLC	5	1	0.02%	0.17%	0.21%	Q4 2014	Q4 2017	6
Timber Hill LLC	4	2	0.01%	0.01%	0.04%	Q2 2013	Q2 2017	6
OPTIONS SOLUTIONS, LLC	3	3	0.23%	0.25%	0.29%	Q4 2021	Q3 2023	6
Total Clarity Wealth Management, Inc.	2	1	0.02%	0.13%	0.35%	Q4 2019	Q2 2022	6
Integer Wealth Advisors Group LLC	6	6	0.11%	0.27%	0.34%	Q4 2019	Q1 2021	6
O'Dell Group, LLC	5	1	0.00%	0.00%	0.00%	Q3 2021	Q2 2023	6
FundX Investment Group, LLC	6	6	0.12%	7.80%	11.70%	Q4 2018	Q1 2020	6
Blue Trust, Inc.	6	6	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	6
First Western Trust Bank	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
Coston, McIsaac & Partners	6	6	3.67%	4.18%	4.77%	Q2 2022	Q3 2023	6
OLD REPUBLIC INTERNATIONAL CORP	6	6	0.34%	0.50%	0.85%	Q3 2020	Q4 2021	6
Clearstead Trust, LLC	5	1	0.02%	0.02%	0.03%	Q2 2017	Q3 2023	6
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	6	6	0.06%	0.13%	0.21%	Q2 2013	Q3 2014	6
Landmark Wealth Management, LLC	3	1	0.56%	1.32%	1.75%	Q4 2021	Q3 2023	6
UBS AG	6	6	0.18%	0.20%	0.22%	Q2 2013	Q3 2014	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.04%	0.05%	0.05%	Q4 2020	Q1 2022	6
Grove Bank & Trust	5	1	0.11%	0.16%	0.19%	Q4 2015	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.15%	0.17%	0.20%	Q2 2022	Q3 2023	6
COMMUNITY BANK SYSTEM, INC.	6	6	1.16%	1.77%	2.35%	Q2 2013	Q3 2014	6
Alan B Lancz & Associates, Inc.	6	6	0.37%	0.40%	0.44%	Q2 2022	Q3 2023	6
Bowman & Co S.C.	6	6	0.49%	0.66%	1.04%	Q2 2022	Q3 2023	6
Ballast, Inc.	6	6	0.13%	1.01%	1.26%	Q4 2017	Q1 2019	6
Atlas Private Wealth Advisors	6	6	0.03%	0.04%	0.05%	Q2 2020	Q3 2021	6
Bank Julius Baer & Co. Ltd, Zurich	6	6	0.00%	0.00%	0.00%	Q3 2020	Q4 2021	6
CYPRESS FINANCIAL PLANNING LLC	6	6	7.79%	8.69%	9.07%	Q2 2022	Q3 2023	6
Coho Partners, Ltd.	1	1	0.00%	0.14%	0.75%	Q4 2016	Q3 2023	6
Rice Partnership, LLC	6	6	0.11%	0.12%	0.12%	Q2 2021	Q3 2022	6
Lighthouse Financial Advisors, Inc.	6	6	0.26%	0.35%	0.40%	Q4 2019	Q1 2021	6
One Capital Management, LLC	6	6	0.01%	0.02%	0.03%	Q4 2021	Q1 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.14%	0.27%	0.43%	Q2 2022	Q3 2023	6
Calamos Wealth Management LLC	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
Karpus Management, Inc.	6	6	0.16%	0.78%	1.06%	Q2 2022	Q3 2023	6
GUARDIAN WEALTH ADVISORS, LLC / NC	6	6	0.73%	0.78%	0.84%	Q2 2022	Q3 2023	6
Forum Private Client Group LLC	6	6	3.96%	4.66%	5.07%	Q1 2022	Q2 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.10%	0.11%	0.12%	Q4 2020	Q1 2022	6
Minot Wealth Management LLC	6	6	0.11%	0.15%	0.23%	Q1 2021	Q2 2022	6
Price Wealth, LLC	6	6	0.02%	2.91%	6.12%	Q2 2019	Q3 2020	6
Karn, Couzens & Associates, Inc.	6	6	6.04%	6.79%	7.10%	Q4 2020	Q1 2022	6
Great Lakes Retirement, Inc.	4	2	0.05%	0.12%	0.26%	Q4 2019	Q3 2023	6
OneAscent Wealth Management LLC	5	1	0.41%	0.52%	0.65%	Q1 2022	Q3 2023	6
WoodTrust Financial Corp	5	1	0.05%	0.07%	0.08%	Q3 2020	Q1 2022	6
DAVIDSON TRUST CO	3	1	0.16%	0.22%	0.27%	Q2 2020	Q3 2023	6
Seaside Wealth Management, Inc.	6	6	0.29%	0.35%	0.41%	Q2 2022	Q3 2023	6
Private Wealth Group, LLC	4	2	0.17%	0.28%	0.37%	Q3 2019	Q3 2023	6
Stonegate Investment Group, LLC	6	6	0.08%	0.09%	0.09%	Q2 2022	Q3 2023	6
Birch Hill Investment Advisors LLC	6	6	0.02%	0.03%	0.05%	Q4 2017	Q1 2019	6
Intrepid Financial Planning Group LLC	6	6	0.14%	0.15%	0.15%	Q2 2022	Q3 2023	6
BOK Financial Private Wealth, Inc.	6	6	0.01%	0.02%	0.02%	Q2 2022	Q3 2023	6
Mizuho Bank, Ltd.	4	1	2.23%	7.95%	24.60%	Q2 2015	Q4 2019	6
EAGLE ROCK INVESTMENT COMPANY, LLC	6	6	0.08%	0.08%	0.08%	Q2 2022	Q3 2023	6
GRAYHAWK INVESTMENT STRATEGIES INC.	6	6	4.32%	5.11%	6.63%	Q2 2022	Q3 2023	6
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	6	6	0.03%	0.12%	0.15%	Q2 2022	Q3 2023	6
Lansing Street Advisors	6	6	1.02%	1.44%	1.89%	Q1 2022	Q2 2023	6
Valtinson Bruner Financial Planning LLC	6	6	0.20%	0.23%	0.25%	Q4 2018	Q1 2020	6
JEPPSON WEALTH MANAGEMENT, LLC	6	6	0.12%	0.15%	0.16%	Q2 2022	Q3 2023	6
VALLEY WEALTH MANAGERS, INC.	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
CANTOR FITZGERALD, L. P.	6	6	0.02%	0.02%	0.03%	Q2 2022	Q3 2023	6
Braver Wealth Management, LLC	1	1	0.03%	0.06%	0.12%	Q2 2013	Q3 2016	6
West Wealth Group, LLC	5	5	0.23%	0.28%	0.35%	Q1 2022	Q1 2023	5
RESOLUTE FINANCIAL, LLC	5	5	1.00%	1.04%	1.08%	Q4 2021	Q4 2022	5
PROFESSIONAL PLANNING	4	1	0.12%	0.15%	0.19%	Q2 2020	Q3 2021	5
Transparent Wealth Partners LLC	4	1	25.65%	26.60%	28.37%	Q4 2021	Q1 2023	5
First Command Advisory Services, Inc.	2	1	0.00%	0.02%	0.08%	Q2 2019	Q3 2023	5
Weitz Investment Management	5	5	0.00%	0.00%	0.00%	Q4 2016	Q4 2017	5
Interchange Capital Partners, LLC	4	1	0.13%	0.31%	0.56%	Q4 2020	Q1 2023	5
BREMER TRUST NATIONAL ASSOCIATION	5	5	0.03%	0.06%	0.08%	Q4 2017	Q4 2018	5
Rench Wealth Management, Inc.	5	5	0.18%	0.19%	0.20%	Q2 2014	Q2 2015	5
Bellwether Advisors, LLC	5	5	0.00%	0.00%	0.02%	Q1 2022	Q1 2023	5
BARRETT & COMPANY, INC.	5	5	0.65%	0.66%	0.67%	Q3 2022	Q3 2023	5
Forbes Financial Planning, Inc.	5	5	7.23%	7.59%	8.41%	Q4 2021	Q4 2022	5
PARK NATIONAL CORP /OH/	5	5	0.04%	0.06%	0.08%	Q4 2022	Q4 2023	5
Kowal Investment Group, LLC	4	1	0.01%	0.12%	0.19%	Q3 2021	Q3 2023	5
Laffer Tengler Investments, Inc.	5	5	0.05%	0.10%	0.21%	Q1 2022	Q1 2023	5
MAYPORT, LLC	5	5	0.14%	0.16%	0.19%	Q3 2022	Q3 2023	5
First Financial Bank - Trust Division	3	2	0.03%	0.07%	0.13%	Q4 2013	Q1 2018	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.78%	0.94%	1.28%	Q4 2018	Q4 2019	5
Vontobel Holding Ltd.	5	5	0.00%	0.02%	0.04%	Q2 2021	Q2 2022	5
Compass Financial Group, INC/SD	5	5	4.56%	4.70%	4.92%	Q4 2022	Q4 2023	5
Zullo Investment Group, Inc.	5	5	0.10%	0.11%	0.11%	Q4 2021	Q4 2022	5
Rain Capital Management, LLC	5	5	0.02%	0.02%	0.02%	Q3 2022	Q3 2023	5
IronBridge Private Wealth, LLC	5	5	0.06%	0.07%	0.08%	Q4 2020	Q4 2021	5
AGRAN LIBBIE	3	1	0.22%	0.29%	0.33%	Q2 2013	Q1 2015	5
PHYSICIANS FINANCIAL SERVICES, INC.	5	5	0.01%	0.01%	0.01%	Q4 2015	Q4 2016	5
Octavia Wealth Advisors, LLC	5	5	0.06%	0.06%	0.06%	Q3 2022	Q3 2023	5
Lloyd Advisory Services, LLC.	5	5	0.00%	0.62%	1.63%	Q1 2021	Q1 2022	5
Sterling Investment Advisors, Ltd.	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
Apeiron RIA LLC	5	5	0.10%	0.11%	0.12%	Q3 2022	Q3 2023	5
AlphaMark Advisors, LLC	3	2	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	5
LEE DANNER & BASS INC	5	5	0.02%	0.02%	0.02%	Q1 2022	Q1 2023	5
Members Trust Co	5	5	0.01%	0.01%	0.01%	Q3 2020	Q3 2021	5
Clark Capital Management Group, Inc.	3	1	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	5
Caerus Investment Advisors, LLC	4	1	0.22%	0.25%	0.31%	Q1 2022	Q3 2023	5
Regency Capital Management Inc.\DE	5	5	0.04%	0.05%	0.07%	Q2 2021	Q2 2022	5
REDMONT WEALTH ADVISORS LLC	5	5	0.59%	0.61%	0.63%	Q4 2021	Q4 2022	5
Allen Capital Group, LLC	5	5	0.03%	0.04%	0.05%	Q1 2021	Q1 2022	5
Cascadia Advisory Services, LLC	3	1	0.06%	0.07%	0.08%	Q4 2019	Q3 2021	5
Armbruster Capital Management, Inc.	5	5	0.05%	0.07%	0.08%	Q1 2017	Q1 2018	5
TI-TRUST, INC	5	5	0.27%	0.29%	0.35%	Q4 2021	Q4 2022	5
Paradigm Capital Management, LLC/NV	5	5	11.87%	13.17%	15.92%	Q4 2021	Q4 2022	5
HOEY INVESTMENTS, INC	5	5	0.00%	0.00%	0.01%	Q2 2020	Q2 2021	5
Crescent Capital Consulting, LLC	5	5	1.33%	1.82%	2.26%	Q4 2020	Q4 2021	5
GRIES FINANCIAL LLC	5	5	0.08%	0.09%	0.11%	Q3 2022	Q3 2023	5
NCM Capital Management, LLC	5	5	0.20%	0.22%	0.23%	Q3 2022	Q3 2023	5
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	5	5	7.02%	8.72%	9.72%	Q2 2013	Q2 2014	5
JOYN Advisors, Inc.	5	5	0.02%	0.04%	0.07%	Q4 2017	Q4 2018	5
Convergent Wealth Advisors	5	5	0.05%	0.15%	0.19%	Q3 2013	Q3 2014	5
First Washington CORP	5	5	0.01%	0.01%	0.01%	Q2 2013	Q2 2014	5
ROMANO BROTHERS AND COMPANY	5	5	1.21%	1.41%	1.54%	Q3 2022	Q3 2023	5
MARIPAU WEALTH MANAGEMENT LLC	5	5	0.24%	0.31%	0.37%	Q3 2022	Q3 2023	5
Crane Advisory, LLC	5	5	0.17%	0.24%	0.32%	Q3 2022	Q3 2023	5
MDE Group	5	5	13.35%	14.83%	16.20%	Q1 2014	Q1 2015	5
Essential Planning, LLC.	5	5	0.31%	0.62%	1.43%	Q3 2022	Q3 2023	5
Beta Wealth Group, Inc.	5	5	0.18%	3.27%	5.38%	Q4 2020	Q4 2021	5
Global Wealth Strategies & Associates	5	5	4.06%	5.06%	6.12%	Q4 2022	Q4 2023	5
Stonehearth Capital Management, LLC	5	5	1.08%	1.31%	2.15%	Q4 2014	Q4 2015	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.05%	0.09%	0.17%	Q4 2016	Q4 2017	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	1.65%	1.93%	2.53%	Q1 2020	Q1 2021	5
Waypoint Wealth Partners Inc.	5	5	0.08%	0.08%	0.09%	Q3 2022	Q3 2023	5
Clarus Wealth Advisors	5	5	0.03%	0.04%	0.07%	Q2 2018	Q2 2019	5
BlueCrest Capital Management Ltd	4	1	0.01%	0.04%	0.12%	Q1 2021	Q2 2023	5
Abacus Wealth Partners, LLC	5	5	0.34%	0.39%	0.51%	Q3 2022	Q3 2023	5
WIN ADVISORS, INC	5	5	0.00%	0.99%	2.82%	Q4 2021	Q4 2022	5
Greenline Partners, LLC	5	5	0.27%	0.28%	0.29%	Q4 2021	Q4 2022	5
Checchi Capital Advisers, LLC	4	1	0.02%	0.03%	0.07%	Q3 2017	Q3 2023	5
WealthPLAN Partners, LLC	2	1	0.00%	0.02%	0.10%	Q2 2016	Q2 2023	5
Community Financial Services Group, LLC	4	1	0.94%	1.04%	1.14%	Q1 2021	Q3 2023	5
COLUMBIA CAPITAL LLC	5	5	0.13%	0.16%	0.17%	Q2 2013	Q2 2014	5
Gupta Wealth Management LLC	5	5	1.56%	2.62%	3.81%	Q1 2015	Q1 2016	5
CoreCap Advisors, LLC	5	5	0.06%	0.06%	0.07%	Q4 2021	Q4 2022	5
Baron Wealth Management LLC	5	5	1.78%	2.07%	2.96%	Q4 2022	Q4 2023	5
Y-Intercept (Hong Kong) Ltd	3	1	0.06%	0.12%	0.19%	Q1 2021	Q4 2022	5
Camelot Portfolios, LLC	5	5	0.19%	0.20%	0.21%	Q1 2014	Q1 2015	5
San Luis Wealth Advisors LLC	2	1	1.16%	2.83%	4.80%	Q4 2020	Q2 2023	5
DOPKINS WEALTH MANAGEMENT, LLC	5	5	0.82%	0.98%	1.14%	Q4 2021	Q4 2022	5
Empire Life Investments Inc.	5	5	0.17%	0.34%	0.43%	Q3 2020	Q3 2021	5
WILLNER & HELLER, LLC	5	5	0.96%	0.98%	1.00%	Q4 2021	Q4 2022	5
Cassady Schiller Wealth Management, LLC	4	1	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	5
Capital Financial Services, LLC	5	5	0.35%	0.38%	0.41%	Q3 2021	Q3 2022	5
Corient Private Wealth LLC	4	4	0.36%	0.46%	0.58%	Q4 2022	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
Lion Street Advisors, LLC	3	1	0.39%	2.81%	9.55%	Q2 2021	Q3 2023	4
Family Investment Center, Inc.	4	4	21.50%	22.42%	24.35%	Q4 2022	Q3 2023	4
Ruedi Wealth Management, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Schaeffer Financial LLC	4	4	7.39%	7.68%	8.04%	Q4 2021	Q3 2022	4
PRESILIUM PRIVATE WEALTH, LLC	4	4	0.07%	0.08%	0.09%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.31%	0.33%	0.36%	Q4 2022	Q3 2023	4
St. James Investment Advisors, LLC	3	1	0.10%	0.22%	0.44%	Q4 2021	Q4 2022	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	1.98%	2.07%	2.19%	Q4 2022	Q3 2023	4
Fortis Group Advisors, LLC	3	1	0.01%	0.20%	0.31%	Q3 2020	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.26%	0.29%	0.33%	Q4 2022	Q3 2023	4
Bridgewealth Advisory Group, LLC	4	4	1.89%	2.09%	2.35%	Q4 2022	Q3 2023	4
Legacy Trust	4	4	0.07%	0.07%	0.08%	Q4 2022	Q3 2023	4
Carr Financial Group Corp	4	4	0.22%	0.58%	1.58%	Q4 2022	Q3 2023	4
MILESTONE WEALTH, LLC	4	4	0.57%	0.64%	0.70%	Q4 2021	Q3 2022	4
CMC Financial Group	4	4	0.20%	3.79%	14.46%	Q4 2018	Q3 2019	4
1 NORTH WEALTH SERVICES LLC	2	2	0.01%	0.03%	0.09%	Q4 2018	Q4 2019	4
Per Stirling Capital Management, LLC.	4	4	0.72%	0.79%	0.90%	Q4 2022	Q3 2023	4
Valence8 US LP	4	4	21.19%	22.57%	24.35%	Q4 2022	Q3 2023	4
D'Orazio & Associates, Inc.	4	4	0.90%	0.98%	1.08%	Q4 2022	Q3 2023	4
Cyrus J. Lawrence, LLC	4	4	0.10%	0.15%	0.17%	Q2 2022	Q1 2023	4
Integrity Financial Corp /WA	4	4	0.24%	0.26%	0.26%	Q4 2022	Q3 2023	4
Francis Financial, Inc.	4	4	0.13%	0.16%	0.22%	Q4 2022	Q3 2023	4
WEALTH EFFECTS LLC	4	4	0.15%	0.16%	0.18%	Q4 2022	Q3 2023	4
FSA Wealth Management LLC	3	1	0.02%	0.03%	0.03%	Q4 2019	Q4 2020	4
AM INVESTMENT STRATEGIES LLC	4	4	0.19%	0.20%	0.20%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.13%	0.26%	0.44%	Q4 2022	Q3 2023	4
Summit Investment Advisory Services, LLC	4	4	0.35%	0.44%	0.69%	Q4 2022	Q3 2023	4
Capital One Investing, Inc.	4	4	0.11%	0.19%	0.22%	Q4 2018	Q3 2019	4
Hayden Royal, LLC	4	4	0.20%	0.35%	0.45%	Q4 2018	Q3 2019	4
BARNES PETTEY FINANCIAL ADVISORS, LLC	4	4	0.19%	0.20%	0.21%	Q4 2022	Q3 2023	4
Guidance Point Advisors, LLC	3	1	0.05%	0.09%	0.13%	Q3 2021	Q3 2023	4
Silicon Valley Capital Partners	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
PRUDENT INVESTORS NETWORK, INC.	4	4	4.86%	5.06%	5.40%	Q4 2022	Q3 2023	4
Smith & Howard Wealth Management, LLC	4	4	0.07%	0.08%	0.08%	Q4 2022	Q3 2023	4
PayPay Securities Corp	4	4	0.12%	0.25%	0.35%	Q4 2022	Q3 2023	4
Nalls Sherbakoff Group, LLC	3	1	0.12%	0.29%	0.36%	Q4 2018	Q3 2023	4
Pinnacle Summer Investments, Inc.	4	4	0.32%	0.73%	1.13%	Q2 2014	Q1 2015	4
NEIRG Wealth Management, LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q2 2023	4
Milestone Advisory Partners	2	2	0.13%	0.17%	0.21%	Q1 2022	Q1 2023	4
Mid-American Wealth Advisory Group, Inc.	2	2	3.42%	4.38%	4.72%	Q4 2021	Q3 2023	4
Personal Wealth Partners	3	1	0.03%	0.05%	0.07%	Q2 2019	Q2 2021	4
Moss Adams Wealth Advisors LLC	4	4	0.09%	0.10%	0.13%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.04%	0.05%	0.06%	Q4 2021	Q3 2022	4
FORT PITT CAPITAL GROUP, LLC	2	1	0.00%	0.01%	0.02%	Q4 2018	Q4 2020	4
Syntal Capital Partners, LLC	4	4	0.17%	0.19%	0.21%	Q4 2017	Q3 2018	4
CAHABA WEALTH MANAGEMENT, INC.	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Leucadia National	4	4	0.02%	0.04%	0.07%	Q4 2022	Q3 2023	4
MONETARY MANAGEMENT GROUP INC	4	4	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	4
IAM Advisory, LLC	3	1	0.11%	0.18%	0.21%	Q1 2021	Q1 2022	4
InterOcean Capital, LLC	4	4	0.02%	0.03%	0.03%	Q3 2019	Q2 2020	4
DT Investment Partners, LLC	3	1	0.01%	1.91%	2.69%	Q2 2013	Q4 2022	4
Wiser Wealth Management, Inc	4	4	0.08%	0.08%	0.09%	Q1 2023	Q4 2023	4
WIPFLI FINANCIAL ADVISORS LLC,	4	4	0.10%	0.23%	0.28%	Q4 2021	Q3 2022	4
CHAPIN DAVIS, INC.	4	4	0.14%	0.14%	0.16%	Q4 2022	Q3 2023	4
Strategic Capital Alternatives LLC	2	2	0.44%	0.62%	0.84%	Q3 2014	Q3 2015	4
NOMURA HOLDINGS INC	2	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2017	4
Slow Capital, Inc.	2	1	0.01%	0.02%	0.02%	Q4 2017	Q1 2023	4
Camarda Financial Advisors, LLC	2	1	0.00%	0.02%	0.04%	Q1 2014	Q2 2018	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.74%	0.85%	0.90%	Q4 2020	Q3 2021	4
Watson Rebecca	4	4	1.23%	1.86%	3.28%	Q4 2019	Q3 2020	4
Relaxing Retirement Coach	4	4	0.09%	0.10%	0.10%	Q4 2017	Q3 2018	4
Wagner Wealth Management, LLC	4	4	0.32%	0.34%	0.37%	Q4 2017	Q3 2018	4
Wealth Quarterback LLC	2	2	0.03%	0.06%	0.11%	Q4 2019	Q3 2021	4
NTV ASSET MANAGEMENT LLC	4	4	0.04%	0.04%	0.05%	Q1 2021	Q4 2021	4
SWMG, LLC	3	1	0.26%	0.33%	0.46%	Q3 2021	Q3 2022	4
PERSONAL FINANCIAL CONSULTANTS INC /ADV	4	4	1.13%	1.19%	1.28%	Q3 2018	Q2 2019	4
CFO4Life Group, LLC	3	1	0.04%	0.05%	0.08%	Q2 2022	Q2 2023	4
LITTLE HOUSE CAPITAL LLC	4	4	0.39%	0.44%	0.51%	Q4 2018	Q3 2019	4
BENNETT SELBY INVESTMENTS LP	4	4	0.20%	0.24%	0.31%	Q1 2022	Q4 2022	4
AGF MANAGEMENT LTD	4	4	0.21%	0.22%	0.24%	Q4 2022	Q3 2023	4
PALLADIEM, LLC	4	4	0.32%	0.58%	0.77%	Q4 2014	Q3 2015	4
COLUMBIA ADVISORY PARTNERS LLC	2	1	0.21%	0.27%	0.40%	Q4 2021	Q2 2023	4
Integris Wealth Management, LLC	4	4	0.20%	0.22%	0.23%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
CAMG Solamere Management, LLC	4	4	0.12%	0.18%	0.22%	Q4 2016	Q3 2017	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.03%	0.60%	1.02%	Q4 2022	Q3 2023	4
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	2	2	0.01%	0.01%	0.01%	Q4 2015	Q2 2018	4
Gunderson Capital Management Inc.	4	4	0.21%	0.51%	1.02%	Q4 2022	Q3 2023	4
Hirtle Callaghan & Co LLC	4	4	0.04%	0.05%	0.08%	Q4 2021	Q3 2022	4
Sanibel Captiva Investment Advisers, Inc.	4	4	1.47%	1.66%	1.96%	Q1 2013	Q4 2013	4
FIRST HORIZON CORP	4	4	0.30%	0.32%	0.34%	Q3 2020	Q2 2021	4
Arrow Investment Advisors, LLC	3	1	4.96%	5.73%	6.02%	Q4 2018	Q2 2020	4
Pinnacle Advisory Group, Inc.	4	4	0.01%	0.02%	0.02%	Q2 2020	Q1 2021	4
Osborn Williams & Donohoe LLC	4	4	0.03%	0.03%	0.03%	Q1 2019	Q4 2019	4
Paul John Balson	4	4	0.59%	0.83%	1.20%	Q1 2020	Q4 2020	4
Dalton Investments LLC	4	4	0.04%	0.05%	0.06%	Q4 2013	Q3 2014	4
Spectrum Planning & Advisory Services Inc.	4	4	0.35%	0.40%	0.43%	Q1 2021	Q4 2021	4
Farther Finance Advisors, LLC	4	4	0.28%	0.35%	0.45%	Q4 2022	Q3 2023	4
CHANNEL WEALTH LLC	4	4	1.71%	1.99%	2.52%	Q1 2023	Q4 2023	4
Pioneer Wealth Management Group	4	4	0.19%	0.22%	0.25%	Q4 2022	Q3 2023	4
Sebold Capital Management, Inc.	4	4	3.20%	3.41%	3.68%	Q4 2022	Q3 2023	4
Aspen Wealth Strategies, LLC	4	4	7.19%	7.36%	7.45%	Q4 2022	Q3 2023	4
PETRA FINANCIAL ADVISORS INC	4	4	0.20%	0.23%	0.26%	Q4 2022	Q3 2023	4
Flagstone Financial Management	4	4	0.37%	0.48%	0.64%	Q4 2022	Q3 2023	4
COWA, LLC	2	1	0.04%	0.09%	0.12%	Q4 2020	Q1 2023	4
DDFG, Inc	4	4	5.58%	5.95%	6.31%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	0.47%	0.50%	0.54%	Q4 2022	Q3 2023	4
Leading Edge Financial Planning LLC	4	4	2.53%	2.87%	3.31%	Q4 2022	Q3 2023	4
J.P. Turner & Co Capital Mnagement, LLC	4	4	0.22%	0.24%	0.25%	Q4 2014	Q3 2015	4
Milestone Investment Advisors LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
CONTINUUM WEALTH ADVISORS, LLC	4	4	0.22%	0.25%	0.30%	Q4 2022	Q3 2023	4
Strait & Sound Wealth Management LLC	4	4	0.31%	0.49%	0.65%	Q4 2022	Q3 2023	4
LaSalle St. Investment Advisors, LLC	4	4	1.09%	1.15%	1.26%	Q4 2022	Q3 2023	4
BEACON FINANCIAL PLANNING, INC	4	4	0.36%	0.42%	0.50%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.36%	0.53%	0.70%	Q4 2022	Q3 2023	4
True Wealth Design, LLC	4	4	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.30%	0.33%	0.39%	Q4 2022	Q3 2023	4
Horan Capital Advisors, LLC.	2	1	0.00%	0.01%	0.02%	Q3 2017	Q4 2019	4
BOS Asset Management, LLC	4	4	1.28%	1.91%	2.92%	Q4 2022	Q3 2023	4
PGIM Custom Harvest LLC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
FIRST CITIZENS BANK & TRUST CO	2	2	0.01%	0.02%	0.03%	Q3 2019	Q3 2023	4
LMG Wealth Partners, LLC	4	4	0.12%	0.14%	0.16%	Q4 2022	Q3 2023	4
Park Edge Advisors, LLC	4	4	0.11%	0.14%	0.17%	Q4 2022	Q3 2023	4
AlphaQ Advisors LLC	4	4	0.79%	1.40%	2.98%	Q4 2022	Q3 2023	4
Alberta Investment Management Corp	4	4	0.11%	0.15%	0.20%	Q3 2021	Q2 2022	4
Tanglewood Legacy Advisors, LLC	4	4	0.24%	0.25%	0.27%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Beacon Bridge Wealth Partners, LLC	4	4	1.58%	1.75%	2.05%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.99%	1.07%	1.19%	Q4 2022	Q3 2023	4
Garden State Investment Advisory Services LLC	4	4	2.66%	2.99%	3.61%	Q4 2022	Q3 2023	4
STAR Financial Bank	4	4	0.33%	0.38%	0.48%	Q4 2022	Q3 2023	4
Evergreen Wealth Management, LLC	4	4	5.49%	5.61%	5.75%	Q4 2022	Q3 2023	4
Belvedere Trading LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
MRA Associates USA LLC	4	4	0.07%	0.13%	0.16%	Q4 2018	Q3 2019	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.14%	0.16%	0.19%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.09%	0.10%	0.12%	Q4 2022	Q3 2023	4
LWMG, LLC	4	4	0.21%	0.24%	0.31%	Q4 2022	Q3 2023	4
River Street Advisors LLC	4	4	0.39%	0.45%	0.58%	Q4 2022	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	10.52%	10.66%	10.77%	Q4 2022	Q3 2023	4
Coppell Advisory Solutions LLC	4	4	0.02%	0.11%	0.21%	Q4 2022	Q3 2023	4
Ignite Planners, LLC	4	4	0.22%	0.28%	0.30%	Q4 2022	Q3 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	1.29%	1.46%	1.80%	Q4 2022	Q3 2023	4
Semus Wealth Partners LLC	4	4	0.20%	0.23%	0.25%	Q4 2022	Q3 2023	4
Mendota Financial Group, LLC	4	4	0.49%	0.54%	0.60%	Q4 2022	Q3 2023	4
CORA CAPITAL ADVISORS LLC	4	4	0.84%	2.34%	2.86%	Q4 2022	Q3 2023	4
PALO ALTO WEALTH ADVISORS, LLC	4	4	0.49%	0.70%	1.00%	Q4 2022	Q3 2023	4
Worth Financial Advisory Group, LLC	4	4	0.44%	0.64%	0.82%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	0.13%	0.15%	0.17%	Q4 2022	Q3 2023	4
Syntegra Private Wealth Group, LLC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
Capital Group Private Client Services, Inc.	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
CPA Asset Management LLC	4	4	2.12%	2.30%	2.58%	Q4 2022	Q3 2023	4
EnTrustPermal Management LLC	4	4	3.23%	4.14%	6.03%	Q2 2013	Q1 2014	4
Commonwealth Retirement Investments LLC	4	4	0.26%	0.30%	0.34%	Q4 2022	Q3 2023	4
Rooted Wealth Advisors, Inc.	4	4	2.45%	2.93%	3.16%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.05%	0.06%	0.09%	Q4 2022	Q3 2023	4
VitalStone Financial, LLC	4	4	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	3.14%	3.30%	3.54%	Q4 2022	Q3 2023	4
Forza Wealth Management, LLC	4	4	1.75%	1.88%	2.22%	Q4 2022	Q3 2023	4
Fidelis Capital Partners, LLC	4	4	0.70%	1.39%	2.29%	Q4 2022	Q3 2023	4
Olistico Wealth, LLC	4	4	0.86%	0.91%	1.01%	Q4 2022	Q3 2023	4
Talisman Wealth Advisors LLC	4	4	2.28%	2.41%	2.70%	Q4 2022	Q3 2023	4
Pallas Capital Advisors LLC	4	4	0.05%	0.12%	0.19%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.36%	0.38%	0.41%	Q4 2022	Q3 2023	4
MELFA WEALTH MANAGEMENT, INC.	4	4	0.61%	0.64%	0.68%	Q4 2022	Q3 2023	4
KB FINANCIAL PARTNERS, LLC	4	4	1.13%	1.18%	1.32%	Q4 2022	Q3 2023	4
Family Asset Management, LLC	4	4	0.19%	0.21%	0.24%	Q4 2022	Q3 2023	4
Shira Ridge Wealth Management	4	4	1.28%	1.43%	1.75%	Q4 2022	Q3 2023	4
Gallacher Capital Management LLC	4	4	0.67%	0.70%	0.73%	Q4 2022	Q3 2023	4
IFG Advisors, LLC	4	4	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.63%	0.72%	0.86%	Q4 2022	Q3 2023	4
Verum Partners LLC	4	4	0.97%	2.02%	3.90%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
Kades & Cheifetz LLC	4	4	5.06%	5.39%	5.80%	Q4 2022	Q3 2023	4
Hapanowicz & Associates Financial Services, Inc	4	4	7.59%	7.72%	7.98%	Q4 2022	Q3 2023	4
AFS Financial Group, LLC	4	4	0.46%	0.49%	0.52%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
Dominguez Wealth Management Solutions, Inc.	4	4	0.19%	0.19%	0.20%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.09%	0.11%	0.14%	Q4 2022	Q3 2023	4
ISLAY CAPITAL MANAGEMENT, LLC	4	4	0.01%	0.02%	0.02%	Q4 2022	Q3 2023	4
Ethos Financial Group, LLC	4	4	0.33%	0.37%	0.40%	Q4 2022	Q3 2023	4
ARS Wealth Advisors Group, LLC	4	4	0.04%	0.04%	0.06%	Q4 2022	Q3 2023	4
Aspen Grove Capital, LLC	4	4	3.50%	3.76%	4.18%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Centurion Wealth Management LLC	4	4	0.94%	1.09%	1.24%	Q4 2022	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Altus Wealth Management, LLC	4	4	0.16%	0.19%	0.21%	Q4 2022	Q3 2023	4
Procyon Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q4 2019	Q2 2020	3
Engrave Wealth Partners LLC	3	3	0.06%	0.06%	0.06%	Q2 2021	Q4 2021	3
Capital Wealth Planning, LLC	2	1	0.02%	0.02%	0.02%	Q2 2019	Q1 2020	3
Freedom Investment Management, Inc.	3	3	0.04%	0.08%	0.14%	Q3 2018	Q1 2019	3
Seven Post Investment Office LP	2	1	0.06%	0.15%	0.30%	Q3 2021	Q2 2022	3
Iowa State Bank	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
Onyx Bridge Wealth Group LLC	2	1	0.16%	2.05%	3.08%	Q1 2021	Q3 2023	3
Cornerstone Planning Group LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
TFC Financial Management, Inc.	2	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	3
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.23%	0.40%	0.70%	Q4 2018	Q4 2022	3
Avalon Trust Co	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
EWA, LLC	3	3	16.82%	17.49%	17.90%	Q1 2023	Q3 2023	3
Treybourne Wealth Planners, Inc.	3	3	0.27%	0.28%	0.29%	Q4 2020	Q2 2021	3
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	3	3	0.15%	0.16%	0.17%	Q2 2019	Q4 2019	3
TCG Advisory Services, LLC	3	3	0.26%	0.39%	0.48%	Q1 2023	Q3 2023	3
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	3	3	6.37%	8.24%	10.54%	Q2 2013	Q4 2013	3
Quantbot Technologies LP	1	1	0.00%	0.01%	0.03%	Q1 2021	Q3 2022	3
Lokken Investment Group LLC	3	3	0.16%	0.20%	0.22%	Q1 2023	Q3 2023	3
1900 WEALTH MANAGEMENT LLC	3	3	0.02%	0.02%	0.02%	Q2 2021	Q4 2021	3
Hillview Capital Advisors, LLC	2	1	0.82%	1.04%	1.18%	Q3 2018	Q2 2019	3
Novak Financial Planning, LLC	3	3	3.36%	3.53%	3.63%	Q4 2020	Q2 2021	3
Allegiant Private Advisors, LLC	3	3	0.11%	0.12%	0.13%	Q4 2020	Q2 2021	3
HAP Trading, LLC	3	3	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	3
Endurance Wealth Management, Inc.	3	3	0.01%	0.01%	0.01%	Q4 2022	Q2 2023	3
Spectrum Asset Management, Inc. (NB/CA)	3	3	6.23%	6.62%	6.98%	Q4 2014	Q2 2015	3
FIRETHORN WEALTH PARTNERS, LLC	2	1	0.16%	0.21%	0.24%	Q1 2021	Q4 2021	3
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	3	3	0.11%	0.21%	0.31%	Q1 2023	Q3 2023	3
Weitzel Financial Services, Inc.	2	1	0.13%	0.16%	0.22%	Q4 2020	Q1 2022	3
SkyView Investment Advisors, LLC	3	3	0.01%	0.02%	0.02%	Q1 2023	Q3 2023	3
Geier Asset Management, Inc.	3	3	5.32%	5.63%	5.82%	Q4 2020	Q2 2021	3
WCG Wealth Advisors LLC	1	1	0.01%	0.09%	0.23%	Q3 2022	Q3 2023	3
Y.D. More Investments Ltd	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
Strategic Financial Concepts, LLC	3	3	0.58%	0.63%	0.65%	Q1 2023	Q3 2023	3
Activest Wealth Management	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Revisor Wealth Management LLC	3	3	0.39%	2.58%	3.97%	Q1 2023	Q3 2023	3
Tanager Wealth Management LLP	3	3	0.10%	0.10%	0.11%	Q1 2023	Q3 2023	3
Atlantic Private Wealth, LLC	3	3	0.05%	0.05%	0.07%	Q1 2023	Q3 2023	3
NorthCrest Asset Manangement, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Cheviot Value Management, LLC	3	3	0.18%	0.21%	0.22%	Q1 2018	Q3 2018	3
WADDELL & ASSOCIATES, LLC	3	3	0.04%	0.04%	0.05%	Q3 2021	Q1 2022	3
Genesis Wealth Advisors, LLC	3	3	0.12%	0.12%	0.12%	Q4 2014	Q2 2015	3
Fifth Third Wealth Advisors LLC	3	3	0.28%	0.38%	0.54%	Q2 2023	Q4 2023	3
Donald L. Hagan, LLC	3	3	2.78%	4.27%	6.19%	Q2 2018	Q4 2018	3
Carmel Capital Partners, LLC	3	3	0.02%	0.03%	0.04%	Q1 2023	Q3 2023	3
TAGStone Capital, Inc.	3	3	0.37%	0.38%	0.38%	Q1 2023	Q3 2023	3
Pointe Capital Management LLC	2	1	0.18%	1.94%	5.45%	Q4 2016	Q3 2023	3
River Wealth Advisors LLC	3	3	0.01%	0.01%	0.01%	Q2 2018	Q4 2018	3
BlackRock Institutional Trust Company, N.A.	2	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2015	3
Omega Financial Group, LLC	3	3	0.11%	0.11%	0.12%	Q1 2023	Q3 2023	3
Ellenbecker Investment Group	3	3	0.23%	0.24%	0.24%	Q4 2017	Q2 2018	3
Prostatis Group LLC	3	3	0.24%	0.33%	0.43%	Q2 2020	Q4 2020	3
Cleary Gull Holdings Inc.	2	1	0.08%	0.08%	0.08%	Q2 2015	Q1 2016	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Relative Value Partners Group, LLC	3	3	0.02%	0.02%	0.02%	Q4 2022	Q2 2023	3
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2	1	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	3
MCKINLEY CAPITAL MANAGEMENT LLC	3	3	0.00%	0.00%	0.01%	Q3 2014	Q1 2015	3
Pinnacle Private Wealth, LLC	3	3	0.42%	0.46%	0.52%	Q4 2021	Q2 2022	3
Integrity Advisory, LLC	2	1	0.20%	0.97%	1.54%	Q1 2022	Q4 2022	3
NorthLanding Financial Partners, LLC	3	3	1.21%	1.23%	1.24%	Q3 2022	Q1 2023	3
Enhancing Capital LLC	3	3	0.24%	0.25%	0.26%	Q4 2021	Q2 2022	3
New Millennium Group LLC	3	3	0.01%	0.01%	0.02%	Q2 2022	Q4 2022	3
Semmax Financial Advisors Inc.	2	1	0.00%	0.01%	0.02%	Q1 2020	Q4 2022	3
Archvest Wealth Advisors, Inc.	2	1	0.20%	0.26%	0.30%	Q4 2021	Q3 2023	3
Outlook Wealth Advisors, LLC	2	1	0.10%	0.19%	0.37%	Q4 2020	Q3 2023	3
BEL AIR INVESTMENT ADVISORS LLC	2	1	0.03%	0.08%	0.19%	Q2 2013	Q2 2021	3
Prosperity Consulting Group, LLC	2	1	0.12%	0.16%	0.17%	Q4 2021	Q3 2023	3
Cottage Street Advisors LLC	2	1	0.12%	0.13%	0.15%	Q4 2021	Q2 2023	3
Planning Solutions Group LLC	3	3	0.18%	0.19%	0.19%	Q4 2018	Q2 2019	3
BIVIN & ASSOCIATES, INC.	3	3	0.03%	0.04%	0.04%	Q4 2021	Q2 2022	3
Byrne Asset Management LLC	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
KHP Capital, LLC	3	3	0.10%	0.10%	0.10%	Q1 2018	Q3 2018	3
Summit Financial, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Apexium Financial, LP	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
COMMONS CAPITAL, LLC	2	1	0.27%	0.30%	0.33%	Q4 2021	Q4 2022	3
Nilsine Partners, LLC	3	3	0.14%	0.14%	0.14%	Q1 2023	Q3 2023	3
Simplicity Wealth,LLC	3	3	0.15%	0.19%	0.22%	Q1 2023	Q3 2023	3
Vienna Asset Management LLC	3	3	0.03%	1.51%	3.42%	Q4 2021	Q2 2022	3
American Financial Network Advisory Services LLC	3	3	0.06%	0.09%	0.10%	Q3 2017	Q1 2018	3
Kraft, Davis & Associates, LLC	2	1	3.75%	4.04%	4.40%	Q4 2022	Q3 2023	3
CANANDAIGUA NATIONAL BANK & TRUST CO	3	3	0.04%	0.04%	0.04%	Q2 2019	Q4 2019	3
Asset Allocation Strategies LLC	2	1	1.55%	1.66%	1.72%	Q4 2022	Q3 2023	3
Hotaling Investment Management, LLC	2	1	0.11%	0.11%	0.12%	Q4 2019	Q4 2020	3
First Bank & Trust	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
CAPITAL WEALTH MANAGEMENT, LLC	3	3	0.35%	0.45%	0.65%	Q4 2019	Q2 2020	3
Momentum Advisors, LLC	3	3	4.17%	4.34%	4.58%	Q2 2022	Q4 2022	3
Tevis Investment Management	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Cape Investment Advisory, Inc.	3	3	0.14%	0.14%	0.15%	Q1 2023	Q3 2023	3
James J. Burns & Company, LLC	3	3	0.10%	0.10%	0.11%	Q1 2023	Q3 2023	3
DAYMARK WEALTH PARTNERS, LLC	3	3	0.02%	0.04%	0.05%	Q1 2023	Q3 2023	3
RIA Advisory Group LLC	3	3	0.11%	0.13%	0.14%	Q1 2023	Q3 2023	3
Strategic Investment Solutions, Inc. /IL	3	3	0.07%	0.19%	0.41%	Q1 2023	Q3 2023	3
Goldstein Advisors, LLC	3	3	0.04%	0.05%	0.05%	Q1 2023	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.08%	0.09%	0.09%	Q4 2022	Q3 2023	3
Delta Financial Group, Inc.	2	1	0.09%	0.09%	0.10%	Q4 2022	Q3 2023	3
Imprint Wealth LLC	3	3	0.75%	0.83%	0.92%	Q1 2023	Q3 2023	3
Consolidated Portfolio Review Corp	3	3	0.31%	0.32%	0.33%	Q1 2023	Q3 2023	3
PFG Investments, LLC	3	3	0.19%	0.19%	0.20%	Q1 2023	Q3 2023	3
Yoder Wealth Management, Inc.	3	3	5.93%	6.21%	6.70%	Q1 2023	Q3 2023	3
Pine Valley Investments Ltd Liability Co	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
Noble Family Wealth, LLC	3	3	9.44%	9.50%	9.55%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.18%	0.19%	0.19%	Q1 2023	Q3 2023	3
ABLE Financial Group, LLC	3	3	0.17%	0.21%	0.28%	Q1 2023	Q3 2023	3
3Chopt Investment Partners, LLC	3	3	0.11%	0.11%	0.11%	Q4 2022	Q2 2023	3
Atomi Financial Group, Inc.	3	3	0.20%	0.22%	0.24%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
SWEENEY & MICHEL, LLC	3	3	1.16%	1.18%	1.19%	Q1 2023	Q3 2023	3
WP Advisors, LLC	3	3	0.09%	0.09%	0.09%	Q1 2023	Q3 2023	3
MACQUARIE GROUP LTD	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2023	3
Next Capital Management LLC	3	3	0.19%	0.20%	0.21%	Q1 2019	Q3 2019	3
B&D White Capital Company, LLC	3	3	0.24%	0.72%	1.00%	Q4 2020	Q2 2021	3
Biechele Royce Advisors	3	3	0.08%	0.08%	0.09%	Q1 2023	Q3 2023	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.33%	0.71%	0.91%	Q4 2021	Q2 2022	3
Marquette Asset Management, LLC	2	1	0.00%	0.00%	0.00%	Q1 2022	Q2 2023	3
Lee Financial Co	3	3	0.00%	0.00%	0.00%	Q3 2022	Q1 2023	3
Harrington Investments, INC	3	3	0.01%	0.01%	0.01%	Q1 2018	Q3 2018	3
Dorsey Wright & Associates	2	1	0.53%	0.76%	0.90%	Q4 2018	Q2 2020	3
Burleson & Company, LLC	3	3	0.00%	0.01%	0.02%	Q2 2022	Q4 2022	3
Numeric Investors LLC	2	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2016	3
HORIZON BANCORP INC /IN/	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Geller Advisors LLC	3	3	0.16%	0.16%	0.16%	Q1 2015	Q3 2015	3
BBR PARTNERS, LLC	3	3	0.07%	0.15%	0.29%	Q3 2018	Q1 2019	3
Gryphon Financial Partners LLC	3	3	0.05%	0.05%	0.06%	Q4 2017	Q2 2018	3
1919 Investment Counsel, LLC	3	3	0.00%	0.00%	0.00%	Q1 2014	Q3 2014	3
RETIREMENT DESIGN & MANAGEMENT INC /ADV	3	3	0.11%	0.13%	0.15%	Q4 2015	Q2 2016	3
BlackRock Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
UNITED BANK	2	1	0.02%	0.03%	0.03%	Q4 2021	Q2 2023	3
THOMPSON INVESTMENT MANAGEMENT, INC.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
ALPINE WOODS CAPITAL INVESTORS, LLC	3	3	0.10%	0.11%	0.11%	Q1 2020	Q3 2020	3
COUNTRY TRUST BANK	2	1	0.00%	0.00%	0.00%	Q1 2021	Q4 2023	3
Peak Capital Management LLC	2	1	0.03%	0.11%	0.15%	Q2 2017	Q2 2018	3
PRINCETON CAPITAL MANAGEMENT LLC	3	3	0.05%	0.06%	0.07%	Q1 2018	Q3 2018	3
STRATEGY ASSET MANAGERS LLC	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
PRIVATE MANAGEMENT GROUP INC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
ACADIA TRUST NA	2	1	0.12%	0.16%	0.21%	Q4 2014	Q4 2015	3
PROFFITT & GOODSON INC	3	3	0.13%	0.13%	0.14%	Q2 2016	Q4 2016	3
CKW FINANCIAL GROUP	3	3	0.01%	0.01%	0.01%	Q2 2021	Q4 2021	3
Hamilton Point Investment Advisors, LLC	3	3	0.11%	0.11%	0.11%	Q1 2023	Q3 2023	3
Torch Wealth Management LLC	3	3	0.02%	0.02%	0.03%	Q4 2013	Q2 2014	3
Legacy Wealth Planning, LLC	3	3	0.39%	0.43%	0.46%	Q1 2022	Q3 2022	3
BIP Wealth, LLC	3	3	0.51%	0.58%	0.69%	Q1 2023	Q3 2023	3
LifePlan Financial Group, Inc	3	3	0.03%	0.03%	0.03%	Q3 2013	Q1 2014	3
Aveo Capital Partners, LLC	1	1	0.03%	0.07%	0.10%	Q4 2016	Q1 2023	3
Pure Financial Advisors, LLC	3	3	0.01%	0.02%	0.03%	Q2 2023	Q4 2023	3
WBI INVESTMENTS, LLC	1	1	0.07%	0.10%	0.13%	Q4 2017	Q3 2018	2
Quantinno Capital Management LP	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
KING LUTHER CAPITAL MANAGEMENT CORP	1	1	0.00%	0.00%	0.00%	Q3 2016	Q4 2021	2
Oak Point Wealth Management	2	2	0.03%	0.16%	0.30%	Q4 2017	Q1 2018	2
Iron Horse Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	2
FNY Investment Advisers, LLC	1	1	0.00%	0.03%	0.05%	Q3 2018	Q1 2019	2
SWAN Capital LLC	1	1	0.66%	0.75%	0.84%	Q1 2023	Q3 2023	2
New Hampshire Trust	2	2	0.02%	0.02%	0.02%	Q4 2022	Q1 2023	2
Buttonwood Financial Advisors Inc.	2	2	1.41%	1.69%	1.97%	Q2 2023	Q3 2023	2
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	2
Verition Fund Management LLC	1	1	0.02%	0.03%	0.04%	Q1 2014	Q3 2017	2
CONCORD ASSET MANAGEMENT LLC	2	2	0.08%	0.08%	0.08%	Q3 2014	Q4 2014	2
First Long Island Investors, LLC	2	2	0.06%	0.12%	0.19%	Q3 2022	Q4 2022	2
R & A Capital Management, LLC	2	2	6.26%	6.30%	6.33%	Q2 2013	Q3 2013	2
Dynamic Technology Lab Private Ltd	1	1	0.02%	0.02%	0.02%	Q4 2021	Q3 2022	2
RELIANCE TRUST CO	2	2	2.47%	2.86%	3.25%	Q3 2016	Q4 2016	2
SUTTON PLACE INVESTORS LLC	2	2	1.06%	1.15%	1.24%	Q2 2023	Q3 2023	2
Strategic Equity Management	2	2	2.72%	2.74%	2.76%	Q2 2021	Q3 2021	2
FEDERATED HERMES, INC.	2	2	0.00%	0.01%	0.02%	Q3 2022	Q4 2022	2
Southern Wealth Management, LLP	2	2	0.09%	0.10%	0.11%	Q4 2022	Q1 2023	2
Regent Peak Wealth Advisors LLC	1	1	0.04%	0.05%	0.06%	Q4 2020	Q1 2023	2
Avalon Investment & Advisory	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
MAD RIVER INVESTORS	2	2	1.10%	1.17%	1.24%	Q2 2023	Q3 2023	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.03%	0.03%	0.04%	Q2 2022	Q3 2022	2
RESOURCE CONSULTING GROUP INC	1	1	0.04%	0.06%	0.07%	Q1 2022	Q2 2023	2
Tradewinds Global Investors, LLC	2	2	0.01%	0.01%	0.01%	Q1 2015	Q2 2015	2
RMR Wealth Builders	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
Banyan Partners, LLC	2	2	0.02%	0.02%	0.02%	Q3 2013	Q4 2013	2
OneAscent Financial Services LLC	2	2	0.92%	0.97%	1.02%	Q2 2022	Q3 2022	2
High Falls Advisors, Inc	1	1	0.05%	0.06%	0.06%	Q2 2021	Q4 2021	2
Clear Harbor Asset Management, LLC	1	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2020	2
BBVA USA	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
Cooper Financial Group	1	1	0.05%	0.05%	0.06%	Q4 2020	Q3 2021	2
WC Walker & Associates, Inc.	2	2	0.36%	0.37%	0.37%	Q3 2022	Q4 2022	2
DESCHAINE & COMPANY, LLC	2	2	0.41%	0.41%	0.42%	Q1 2015	Q2 2015	2
Investment Research & Advisory Group, Inc.	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Benchmark Financial Wealth Advisors, LLC	2	2	0.14%	0.18%	0.22%	Q3 2022	Q4 2022	2
True Capital Management	2	2	4.87%	5.28%	5.69%	Q4 2022	Q1 2023	2
Trivant Custom Portfolio Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Pinkerton Retirement Specialists, LLC	1	1	0.01%	0.04%	0.07%	Q4 2015	Q1 2021	2
Concorde Asset Management, LLC	1	1	0.17%	0.22%	0.27%	Q3 2017	Q1 2022	2
SOLARIS ASSET MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
OKABENA INVESTMENT SERVICES INC	2	2	0.07%	0.07%	0.07%	Q2 2023	Q3 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.18%	0.19%	0.19%	Q4 2022	Q1 2023	2
SUMITOMO MITSUI FINANCIAL GROUP, INC.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2021	2
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2014	Q2 2019	2
Aprio Wealth Management, LLC	2	2	0.08%	0.08%	0.08%	Q3 2022	Q4 2022	2
ORG Partners LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Bayesian Capital Management, LP	1	1	0.04%	0.06%	0.08%	Q4 2019	Q4 2020	2
TRUST CO OF VIRGINIA /VA	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
BANCORPSOUTH INC	2	2	0.03%	0.03%	0.03%	Q2 2017	Q3 2017	2
Nemes Rush Group LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Icon Wealth Advisors, LLC	2	2	0.05%	0.05%	0.05%	Q3 2022	Q4 2022	2
Fund Evaluation Group, LLC	2	2	0.49%	0.54%	0.58%	Q4 2019	Q1 2020	2
Northern Capital Management, Inc.	2	2	0.28%	0.28%	0.28%	Q4 2020	Q1 2021	2
Farmers & Merchants Trust Co of Chambersburg PA	1	1	0.03%	0.05%	0.06%	Q1 2022	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.02%	0.03%	0.05%	Q2 2023	Q3 2023	2
HSBC HOLDINGS PLC	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2020	2
PENSECO FINANCIAL SERVICES CORP	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Strategic Advisors LLC	1	1	0.06%	0.19%	0.31%	Q2 2013	Q4 2021	2
STANCORP INVESTMENT ADVISERS INC	2	2	1.36%	1.45%	1.55%	Q4 2014	Q1 2015	2
Alerus Investment Advisors Corp	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Cherry Tree Wealth Management, LLC	2	2	0.09%	0.10%	0.12%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.81%	0.82%	0.83%	Q2 2023	Q3 2023	2
MYECFO, LLC	1	1	0.24%	0.26%	0.28%	Q4 2022	Q3 2023	2
TRILLIUM ASSET MANAGEMENT, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	1	1	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	2
CLOVERFIELDS CAPITAL GROUP, LP	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
Arcataur Capital Management LLC	2	2	1.99%	2.01%	2.03%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.21%	0.33%	0.45%	Q2 2023	Q3 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.01%	0.02%	0.02%	Q2 2013	Q3 2013	2
TCG Advisors, LP	2	2	0.08%	0.08%	0.09%	Q1 2019	Q2 2019	2
ClearBridge Investments	1	1	0.00%	0.00%	0.00%	Q1 2018	Q4 2018	2
Curtis Advisory Group, LLC	1	1	0.08%	0.30%	0.52%	Q2 2022	Q3 2023	2
MRA Advisory Group	2	2	0.20%	0.22%	0.25%	Q4 2020	Q1 2021	2
TEXAS CAPITAL BANCSHARES INC/TX	2	2	0.12%	0.13%	0.13%	Q2 2023	Q3 2023	2
Sound View Wealth Advisors, LLC	2	2	0.48%	0.55%	0.62%	Q4 2018	Q1 2019	2
Granite Investment Advisors, LLC	1	1	0.03%	0.04%	0.04%	Q3 2020	Q2 2021	2
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	2	2	1.16%	1.21%	1.26%	Q2 2018	Q3 2018	2
Aurora Investment Managers, LLC.	2	2	2.38%	3.53%	4.67%	Q4 2019	Q1 2020	2
Linden Thomas Advisory Services, LLC	1	1	0.12%	0.39%	0.65%	Q4 2022	Q3 2023	2
Davis Capital Management	2	2	0.08%	0.08%	0.08%	Q1 2020	Q2 2020	2
River Road Asset Management, LLC	1	1	0.03%	0.03%	0.04%	Q4 2015	Q4 2018	2
BANK OF NOVA SCOTIA TRUST CO	1	1	0.00%	0.00%	0.01%	Q3 2015	Q3 2017	2
Dechtman Wealth Management, LLC	2	2	0.19%	0.19%	0.20%	Q2 2023	Q3 2023	2
MONROE BANK & TRUST/MI	1	1	0.01%	0.01%	0.01%	Q1 2016	Q4 2016	2
Jane Street Holding, LLC	1	1	0.01%	0.01%	0.02%	Q2 2013	Q2 2013	2
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	2	2	0.20%	0.34%	0.48%	Q4 2016	Q1 2017	2
FIFTH THIRD SECURITIES, INC.	2	2	0.03%	0.03%	0.03%	Q3 2021	Q4 2021	2
Econ Financial Services Corp	2	2	0.44%	2.12%	3.80%	Q2 2023	Q3 2023	2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1	1	0.03%	0.05%	0.07%	Q4 2022	Q2 2023	2
ForthRight Wealth Management, LLC	1	1	0.10%	0.11%	0.12%	Q4 2021	Q1 2023	2
SAWGRASS ASSET MANAGEMENT LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
ANCORA FAMILY WEALTH ADVISORS, LLC	2	2	0.09%	0.09%	0.10%	Q2 2016	Q3 2016	2
WESPAC Advisors, LLC	2	2	0.91%	1.11%	1.31%	Q3 2022	Q4 2022	2
Belvedere Advisors LLC	2	2	0.09%	2.47%	4.85%	Q1 2019	Q2 2019	2
PYA Waltman Capital, LLC	2	2	0.14%	0.18%	0.22%	Q3 2020	Q4 2020	2
Signet Investment Advisory Group, Inc.	1	1	0.00%	0.01%	0.01%	Q4 2018	Q4 2020	2
ERTS Wealth Advisors, LLC	2	2	0.07%	0.11%	0.16%	Q4 2018	Q1 2019	2
Virtus ETF Advisers LLC	2	2	0.20%	0.27%	0.34%	Q4 2016	Q1 2017	2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	2	0.11%	0.16%	0.22%	Q4 2020	Q1 2021	2
Portfolio Strategies, Inc.	2	2	2.12%	6.35%	10.58%	Q3 2022	Q4 2022	2
YARGER WEALTH STRATEGIES, LLC	2	2	0.35%	0.36%	0.36%	Q2 2022	Q3 2022	2
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	1	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2015	2
BetterWealth, LLC	2	2	0.16%	0.22%	0.29%	Q4 2021	Q1 2022	2
SevenBridge Financial Group, LLC	2	2	0.00%	0.02%	0.04%	Q1 2019	Q2 2019	2
Lubar & Co., Inc	2	2	0.21%	1.99%	3.76%	Q2 2014	Q3 2014	2
INSPIRION WEALTH ADVISORS, LLC	2	2	0.24%	0.25%	0.25%	Q2 2023	Q3 2023	2
Ergoteles LLC	2	2	0.09%	0.18%	0.26%	Q1 2022	Q2 2022	2
Crown Wealth Group, LLC	2	2	0.18%	0.36%	0.53%	Q4 2021	Q1 2022	2
Beirne Wealth Consulting Services, LLC	2	2	0.26%	0.30%	0.33%	Q4 2018	Q1 2019	2
INTEGRATED WEALTH COUNSEL, LLC	2	2	0.03%	0.04%	0.05%	Q3 2016	Q4 2016	2
Pictet North America Advisors SA	2	2	0.03%	0.03%	0.03%	Q3 2021	Q4 2021	2
Bremer Bank National Association	1	1	0.03%	0.04%	0.05%	Q1 2019	Q4 2020	2
Capital Square, LLC	2	2	0.17%	0.18%	0.18%	Q1 2021	Q2 2021	2
EWG Elevate Inc.	1	1	0.01%	0.53%	1.06%	Q4 2019	Q4 2022	2
Guild Investment Management, Inc.	1	1	4.00%	7.97%	11.93%	Q1 2012	Q4 2014	2
IAMS WEALTH MANAGEMENT, LLC	2	2	0.14%	0.14%	0.14%	Q2 2023	Q3 2023	2
Exchange Capital Management, Inc.	1	1	0.00%	0.01%	0.01%	Q2 2013	Q2 2016	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	2
Kozak & Associates, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Penserra Capital Management LLC	1	1	0.03%	0.09%	0.15%	Q4 2018	Q3 2019	2
Dunhill Financial, LLC	2	2	0.22%	0.23%	0.25%	Q2 2023	Q3 2023	2
KARLINSKI ANDREW C	2	2	0.02%	0.02%	0.02%	Q1 2022	Q2 2022	2
PARTNERS CAPITAL INVESTMENT GROUP, LLP	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Kessler Investment Group, LLC	2	2	0.01%	0.01%	0.01%	Q3 2016	Q4 2016	2
PARA ADVISORS LLC	2	2	5.40%	8.70%	11.99%	Q2 2016	Q3 2016	2
Inscription Capital, LLC	1	1	0.06%	2.55%	5.04%	Q4 2018	Q2 2021	2
Vident Investment Advisory, LLC	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
Selway Asset Management	2	2	0.09%	0.10%	0.11%	Q3 2022	Q4 2022	2
Gallagher Fiduciary Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
ROBERTSON STEPHENS ADVISORS LLC	2	2	0.36%	0.43%	0.49%	Q4 2016	Q1 2017	2
Carnick & Kubik, LLC	1	1	0.05%	0.08%	0.11%	Q3 2015	Q1 2016	2
CLEAR INVESTMENT RESEARCH, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.02%	0.02%	0.03%	Q4 2021	Q1 2022	2
Coppell Advisory Solutions Corp.	2	2	0.02%	0.10%	0.18%	Q4 2022	Q1 2023	2
Valley Brook Capital Group, Inc.	2	2	0.12%	0.13%	0.13%	Q4 2020	Q1 2021	2
Cynosure Group, LLC	2	2	0.12%	0.21%	0.30%	Q2 2023	Q3 2023	2
Steward Financial Group LLC	1	1	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	2
Squarepoint Ops LLC	1	1	0.00%	0.01%	0.01%	Q4 2020	Q2 2021	2
Israel Discount Bank of New York	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
MOORE CAPITAL MANAGEMENT, LP	2	2	0.10%	0.15%	0.21%	Q4 2013	Q1 2014	2
ETF Portfolio Partners, Inc.	2	2	4.31%	4.44%	4.56%	Q4 2014	Q1 2015	2
Crosspoint Capital Strategies, LLC	2	2	0.07%	0.07%	0.07%	Q3 2015	Q4 2015	2
O'Brien Wealth Partners LLC	2	2	0.00%	0.03%	0.05%	Q2 2018	Q3 2018	2
Team Hewins, LLC	2	2	0.11%	0.12%	0.12%	Q1 2023	Q2 2023	2
Zuckerman Investment Group, LLC	2	2	0.05%	0.07%	0.08%	Q1 2020	Q2 2020	2
INGALLS & SNYDER LLC	2	2	0.01%	0.01%	0.01%	Q2 2016	Q3 2016	2
Kathmere Capital Management, LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Sterling Global Strategies LLC	2	2	0.95%	1.06%	1.17%	Q4 2018	Q1 2019	2
Apex Capital Management	1	1	0.01%	0.01%	0.02%	Q1 2014	Q2 2015	2
MEITAV INVESTMENT HOUSE LTD	1	1	0.00%	0.02%	0.04%	Q2 2018	Q2 2023	2
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Tradeworx Inc.	1	1	0.20%	0.20%	0.20%	Q2 2013	Q2 2013	1
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q1 2023	Q1 2023	1
Silicon Hills Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Merrion Investment Management Co, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
QS Investors, LLC	1	1	0.17%	0.17%	0.17%	Q2 2021	Q2 2021	1
Timber Creek Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
EMORY UNIVERSITY	1	1	0.12%	0.12%	0.12%	Q4 2013	Q4 2013	1
Flaharty Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Financial Gravity Companies, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Polaris Wealth Advisory Group, LLC	1	1	0.17%	0.17%	0.17%	Q2 2017	Q2 2017	1
Blackhawk Capital Partners LLC.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Liberty Capital Management, Inc.	1	1	0.18%	0.18%	0.18%	Q3 2017	Q3 2017	1
COWEN AND COMPANY, LLC	1	1	0.13%	0.13%	0.13%	Q4 2020	Q4 2020	1
Granger Management LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Hunter Perkins Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Cullen Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
IVC Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Strategic Family Wealth Counselors, L.L.C.	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Foresight Wealth Management, LLC	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
Indiana Trust & Investment Management CO	1	1	0.39%	0.39%	0.39%	Q3 2023	Q3 2023	1
KORNITZER CAPITAL MANAGEMENT INC /KS	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Blue Zone Wealth Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q1 2022	Q1 2022	1
Paloma Partners Management Co	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
Stewardship Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q4 2022	Q4 2022	1
STABLEFORD CAPITAL II LLC	1	1	0.74%	0.74%	0.74%	Q1 2023	Q1 2023	1
Diversified, LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
Pinnacle Wealth Advisors	1	1	0.08%	0.08%	0.08%	Q2 2021	Q2 2021	1
Del Mar Asset Management, LP	1	1	0.94%	0.94%	0.94%	Q2 2013	Q2 2013	1
Sightline Wealth Advisors, LLC	1	1	0.33%	0.33%	0.33%	Q3 2023	Q3 2023	1
TFO Wealth Partners, LLC	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
ARROW FINANCIAL CORP	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Legal Advantage Investments, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Coulter & Justus Financial Services, LLC	1	1	0.42%	0.42%	0.42%	Q1 2022	Q1 2022	1
Alpine Global Management, LLC	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
Quantum Capital Management, LLC / NJ	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Synergy Asset Management, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Biltmore Capital Advisors LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
STONNINGTON GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
COBIZ WEALTH, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
HANCOCK WHITNEY CORP	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Sabal Trust CO	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
CAMDEN NATIONAL CORP	1	1	0.37%	0.37%	0.37%	Q1 2021	Q1 2021	1
Banque Cantonale Vaudoise	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Watchman Group, Inc.	1	1	0.14%	0.14%	0.14%	Q1 2023	Q1 2023	1
MARSHALL WACE, LLP	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Sather Financial Group Inc	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Clean Yield Group	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
Vident Advisory, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
KAYS FINANCIAL ADVISORY CORP /ADV	1	1	0.21%	0.21%	0.21%	Q1 2017	Q1 2017	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.59%	0.59%	0.59%	Q1 2017	Q1 2017	1
TAURUS ASSET MANAGEMENT, LLC	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
Arvest Bank Trust Division	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Gallagher Benefit Services, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
Suncoast Equity Management	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
MinichMacGregor Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
GRANDFIELD & DODD, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
FSB PREMIER WEALTH MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Capital Wealth Alliance, LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
NBC SECURITIES, INC.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Goodwin Investment Advisory	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Power Corp of Canada	1	1	3.00%	3.00%	3.00%	Q1 2022	Q1 2022	1
Centennial Wealth Advisory LLC	1	1	1.62%	1.62%	1.62%	Q4 2020	Q4 2020	1
CLEAR STREET MARKETS LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
EXCALIBUR MANAGEMENT CORP	1	1	0.29%	0.29%	0.29%	Q4 2015	Q4 2015	1
NEW YORK STATE COMMON RETIREMENT FUND	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
JAMES INVESTMENT RESEARCH INC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
CIDEL ASSET MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q3 2015	Q3 2015	1
Blueshift Asset Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
WEYBOSSET RESEARCH & MANAGEMENT LLC	1	1	0.08%	0.08%	0.08%	Q1 2023	Q1 2023	1
PERRITT CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Circle Wealth Management, LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
Legacy Financial Group LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
ALESCO ADVISORS LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Weatherstone Capital Management	1	1	0.22%	0.22%	0.22%	Q1 2019	Q1 2019	1
CAPSTONE ASSET MANAGEMENT CO	1	1	0.02%	0.02%	0.02%	Q4 2013	Q4 2013	1
Financial Services Advisory Inc	1	1	7.99%	7.99%	7.99%	Q4 2017	Q4 2017	1
Summit Financial Strategies, Inc.	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
COLRAIN CAPITAL LLC	1	1	0.37%	0.37%	0.37%	Q1 2019	Q1 2019	1
MARATHON CAPITAL MANAGEMENT	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Provident Wealth Management, LLC	1	1	0.11%	0.11%	0.11%	Q1 2023	Q1 2023	1
LAZARD ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
W.G. Shaheen & Associates DBA Whitney & Co	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Grant Street Asset Management, Inc.	1	1	0.13%	0.13%	0.13%	Q4 2021	Q4 2021	1
Windsor Advisory Group, LLC	1	1	2.08%	2.08%	2.08%	Q4 2022	Q4 2022	1
Elite Wealth Management, Inc.	1	1	1.63%	1.63%	1.63%	Q4 2014	Q4 2014	1
Filbrandt Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
QCM Cayman, Ltd.	1	1	0.25%	0.25%	0.25%	Q4 2020	Q4 2020	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Strategic Capital Group LLC	1	1	0.64%	0.64%	0.64%	Q2 2014	Q2 2014	1
Howard Capital Management Inc.	1	1	0.22%	0.22%	0.22%	Q2 2021	Q2 2021	1
WESTWOOD HOLDINGS GROUP INC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
MKD WEALTH COACHES, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
First National Bank of South Miami	1	1	0.05%	0.05%	0.05%	Q3 2021	Q3 2021	1
AlphaCore Capital LLC	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
Meiji Yasuda Life Insurance Co	1	1	0.28%	0.28%	0.28%	Q3 2016	Q3 2016	1
AURORA FINANCIAL ADVISORS, LLC	1	1	1.75%	1.75%	1.75%	Q4 2017	Q4 2017	1
CATALYST PRIVATE WEALTH, LLC	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
Cordatus Wealth Management LLC	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
NewDay Solutions, LLC	1	1	0.14%	0.14%	0.14%	Q4 2018	Q4 2018	1
Beacon Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Cordant, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Commonwealth Financial Services, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Richmond Brothers, Inc.	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1	1	0.22%	0.22%	0.22%	Q4 2017	Q4 2017	1
NEXT Financial Holdings	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
PRINCIPAL FINANCIAL GROUP INC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Callan Capital, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
ACCURATE INVESTMENT SOLUTIONS, INC.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Confluence Wealth Management LLC	1	1	0.14%	0.14%	0.14%	Q2 2020	Q2 2020	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
Anfield Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Signator Financial Services, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
Briaud Financial Planning, Inc	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
GFS Private Wealth, LLC	1	1	9.17%	9.17%	9.17%	Q4 2017	Q4 2017	1
AXS Investments LLC	1	1	0.26%	0.26%	0.26%	Q3 2021	Q3 2021	1
Lionsbridge Wealth Management LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
Index Fund Advisors, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
CARL STUART INVESTMENT ADVISOR, INC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
JFG Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
KRS Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Vanguard Personalized Indexing Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
MAGNOLIA CAPITAL ADVISORS LLC	1	1	0.13%	0.13%	0.13%	Q1 2023	Q1 2023	1
Aspire Private Capital, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
3EDGE Asset Management, LP	1	1	0.76%	0.76%	0.76%	Q4 2018	Q4 2018	1
Allegis Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Kalos Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
Grassi Investment Management	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
Nauset Wealth Management. LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Artemis Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
SMI Advisory Services, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Clarfeld Financial Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q4 2018	Q4 2018	1
Sargent Investment Group, LLC	1	1	0.06%	0.06%	0.06%	Q3 2021	Q3 2021	1
Granite Bay Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Cavalier Investments, LLC	1	1	1.08%	1.08%	1.08%	Q4 2020	Q4 2020	1
Reby Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Leverty Financial Group, LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Mystic Asset Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
KerberRose Wealth Management, LLC	1	1	2.50%	2.50%	2.50%	Q2 2022	Q2 2022	1
Advanced Asset Management Advisors Inc	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Argent Wealth Management LLC	1	1	0.04%	0.04%	0.04%	Q2 2020	Q2 2020	1
Retirement Planning Co of New England, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
CLEARY GULL INC.	1	1	0.10%	0.10%	0.10%	Q1 2015	Q1 2015	1
Pensionmark Financial Group, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Doman Group, LLC	1	1	0.21%	0.21%	0.21%	Q4 2021	Q4 2021	1
Performa Ltd (US), LLC	1	1	0.44%	0.44%	0.44%	Q3 2021	Q3 2021	1
EDMOND DE ROTHSCHILD (SUISSE) S.A.	1	1	0.07%	0.07%	0.07%	Q3 2016	Q3 2016	1
Bristol Gate Capital Partners Inc.	1	1	0.13%	0.13%	0.13%	Q1 2020	Q1 2020	1
First Capital Advisors Group, LLC.	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
MAS Advisors LLC	1	1	1.03%	1.03%	1.03%	Q4 2021	Q4 2021	1
Widmann Financial Services, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Retireful, LLC	1	1	0.90%	0.90%	0.90%	Q2 2023	Q2 2023	1
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
WealthOne, LLC	1	1	0.13%	0.13%	0.13%	Q4 2018	Q4 2018	1
FAIRFIELD, BUSH & CO.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Northstar Advisory Group, LLC	1	1	0.42%	0.42%	0.42%	Q3 2021	Q3 2021	1
Evolution Wealth Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q1 2020	Q1 2020	1
MFA WEALTH ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
GPWM LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Sharkey, Howes & Javer	1	1	0.03%	0.03%	0.03%	Q1 2015	Q1 2015	1
Permit Capital Advisors, LLC	1	1	0.88%	0.88%	0.88%	Q1 2022	Q1 2022	1
Legacy Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Catalyst Capital Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
PEOPLES FINANCIAL SERVICES CORP.	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Russell Investments Group, Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Investmark Advisory Group LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
Diametric Capital, LP	1	1	0.78%	0.78%	0.78%	Q1 2023	Q1 2023	1
Ledge Wealth Management, Inc.	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
AMG Funds LLC	1	1	0.34%	0.34%	0.34%	Q4 2017	Q4 2017	1
Aaron Wealth Advisors LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Custos Family Office, LLC	1	1	0.75%	0.75%	0.75%	Q4 2022	Q4 2022	1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Strategic Investment Advisors / MI	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
RETIREMENT INCOME SOLUTIONS, INC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Shilanski & Associates, Inc.	1	1	0.23%	0.23%	0.23%	Q3 2022	Q3 2022	1
PRW Wealth Management LLC	1	1	0.27%	0.27%	0.27%	Q2 2021	Q2 2021	1
WealthPlan Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Astoria Portfolio Advisors LLC.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Catalyst Wealth Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
CIBC WORLD MARKETS CORP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Jupiter Wealth Management LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
XPONANCE, INC.	1	1	0.94%	0.94%	0.94%	Q2 2017	Q2 2017	1
Callan Family Office, LLC	1	1	0.28%	0.28%	0.28%	Q3 2023	Q3 2023	1
Rossmore Private Capital	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
JACKSON SQUARE CAPITAL, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Wayfinding Financial, LLC	1	1	0.17%	0.17%	0.17%	Q1 2023	Q1 2023	1
FREEDOM WEALTH ALLIANCE, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Whelan Financial	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
Sawyer & Company, Inc	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Blue Sky Asset Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Second Half Financial Partners, LLC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
Citizens Business Bank	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Vontobel Swiss Wealth Advisors AG	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
PIERSHALE FINANCIAL GROUP, INC.	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
Hibernia Wealth Partners, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Lebenthal Holdings,LLC	1	1	0.14%	0.14%	0.14%	Q2 2016	Q2 2016	1
Three Bridge Wealth Advisors, LLC	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Lebenthal Wealth Advisors, LLC	1	1	3.30%	3.30%	3.30%	Q2 2016	Q2 2016	1
Lebenthal Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Price Capital Management, Inc.	1	1	1.23%	1.23%	1.23%	Q4 2017	Q4 2017	1
Union Investments & Development Ltd.	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
Heirloom Wealth Management	1	1	3.07%	3.07%	3.07%	Q1 2022	Q1 2022	1
HARTLINE INVESTMENT CORP/	1	1	1.27%	1.27%	1.27%	Q3 2022	Q3 2022	1
Fortis Capital Management LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Goldstream Capital Management Ltd	1	1	0.51%	0.51%	0.51%	Q4 2021	Q4 2021	1
Walleye Capital LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
PNC Managed Account Solutions, Inc.	1	1	0.24%	0.24%	0.24%	Q2 2021	Q2 2021	1
Fulcrum Capital LLC	1	1	0.11%	0.11%	0.11%	Q3 2021	Q3 2021	1
Rudd International, Inc.	1	1	0.12%	0.12%	0.12%	Q2 2020	Q2 2020	1
Cubic Asset Management, LLC	1	1	0.08%	0.08%	0.08%	Q1 2017	Q1 2017	1
PRIVATE ASSET MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Keel Point Advisors, LLC	1	1	6.35%	6.35%	6.35%	Q4 2014	Q4 2014	1
Virginia National Bank	1	1	0.24%	0.24%	0.24%	Q1 2022	Q1 2022	1
Osbon Capital Management LLC	1	1	0.49%	0.49%	0.49%	Q2 2019	Q2 2019	1
Private Advisory Group LLC	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
LOEB PARTNERS CORP	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Register Financial Advisors LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Clarity Financial LLC	1	1	0.67%	0.67%	0.67%	Q4 2021	Q4 2021	1
SageGuard Financial Group, LLC	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
Koss-Olinger Consulting, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Brainard Capital Management LLC	1	1	0.16%	0.16%	0.16%	Q1 2023	Q1 2023	1
GW&K Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Canvas Wealth Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
Mechanics Bank Trust Department	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Connectus Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
DeDora Capital, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Grace Capital	1	1	0.84%	0.84%	0.84%	Q4 2015	Q4 2015	1
South Shore Capital Advisors	1	1	0.34%	0.34%	0.34%	Q1 2022	Q1 2022	1
Eagle Ridge Investment Management	1	1	0.07%	0.07%	0.07%	Q3 2020	Q3 2020	1
Compagnie Lombard Odier SCmA	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Farmers & Merchants Trust Co of Long Beach	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
New England Capital Financial Advisors LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
GTS SECURITIES LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Dominick & Dominick LLC	1	1	0.17%	0.17%	0.17%	Q4 2014	Q4 2014	1
MRP Capital Investments, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
WELLINGTON MANAGEMENT GROUP LLP	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Bridge Advisory, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Buttonwood Financial Group, LLC	1	1	0.24%	0.24%	0.24%	Q1 2022	Q1 2022	1
LGT Financial Advisors LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
TFB Advisors LLC	1	1	1.33%	1.33%	1.33%	Q2 2023	Q2 2023	1
OLD MISSION CAPITAL LLC	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
ADVISOR PARTNERS LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
First Allied Asset Management, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2014	Q3 2014	1
CFO4Life, L.P.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Tacita Capital Inc	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Prism Advisors, Inc.	1	1	0.55%	0.55%	0.55%	Q3 2022	Q3 2022	1
MITCHELL MCLEOD PUGH & WILLIAMS INC	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
Robbie L. Kennerson P.A., Inc.	1	1	5.98%	5.98%	5.98%	Q4 2022	Q4 2022	1
ZEKE CAPITAL ADVISORS, LLC	1	1	0.30%	0.30%	0.30%	Q4 2022	Q4 2022	1
Lebenthal Global Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Delta Investment Management, LLC	1	1	3.48%	3.48%	3.48%	Q4 2022	Q4 2022	1
FIDELITY D & D BANCORP INC	1	1	2.88%	2.88%	2.88%	Q3 2023	Q3 2023	1
WEST CHESTER CAPITAL ADVISORS, INC	1	1	0.13%	0.13%	0.13%	Q4 2013	Q4 2013	1
FARR MILLER & WASHINGTON LLC/DC	1	1	0.02%	0.02%	0.02%	Q2 2017	Q2 2017	1
Team Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Oder Investment Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Proquility Private Wealth Partners, LLC	1	1	0.33%	0.33%	0.33%	Q4 2022	Q4 2022	1
HUTCHENS INVESTMENT MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Saratoga Research & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Daiwa Securities Group Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
DRW Securities, LLC	1	1	0.58%	0.58%	0.58%	Q1 2014	Q1 2014	1
Van Cleef Asset Management,Inc	1	1	0.05%	0.05%	0.05%	Q3 2018	Q3 2018	1
Brouwer & Janachowski, LLC	1	1	0.09%	0.09%	0.09%	Q1 2015	Q1 2015	1
REFRAME WEALTH, LLC	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Alpha Financial Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Financial Avengers, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Parasol Investment Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2014	Q4 2014	1
Portfolio Strategies Inc	1	1	0.03%	0.03%	0.03%	Q4 2016	Q4 2016	1
Thor Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
Veery Capital, LLC	1	1	0.11%	0.11%	0.11%	Q4 2021	Q4 2021	1
TELEMUS CAPITAL, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Arkfeld Wealth Strategies, L.L.C.	1	1	0.15%	0.15%	0.15%	Q1 2023	Q1 2023	1
Resolute Wealth Strategies, LLC	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
Stonebridge Financial Planning Group, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Trellis Advisors, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
PCA Investment Advisory Services Inc.	1	1	0.06%	0.06%	0.06%	Q2 2023	Q2 2023	1
Quad Capital Management Advisors LLC	1	1	0.11%	0.11%	0.11%	Q3 2018	Q3 2018	1
Winchester Group Inc.	1	1	0.05%	0.05%	0.05%	Q3 2013	Q3 2013	1
Palo Capital, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2018	Q4 2018	1
Fulcrum Equity Management	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
FutureAdvisor, Inc.	1	1	0.05%	0.05%	0.05%	Q1 2015	Q1 2015	1
GRIFFIN ASSET MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
ELEVATUS WELATH MANAGEMENT	1	1	0.55%	0.55%	0.55%	Q3 2023	Q3 2023	1
Employees' Retirement Fund of the City of Fort Worth	1	1	3.15%	3.15%	3.15%	Q3 2023	Q3 2023	1
LJI Wealth Management, LLC	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
KPP Advisory Services LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
LWM Advisory Services, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
REBALANCE, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Monte Financial Group, LLC	1	1	0.11%	0.11%	0.11%	Q1 2022	Q1 2022	1
Constant Guidance Financial LLC	1	1	0.76%	0.76%	0.76%	Q3 2023	Q3 2023	1
GSG Advisors LLC	1	1	1.19%	1.19%	1.19%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Arlington Trust Co LLC	1	1	1.95%	1.95%	1.95%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
SYON CAPITAL LLC	1	1	0.81%	0.81%	0.81%	Q3 2023	Q3 2023	1
Balentine LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
SYNTAX RESEARCH, INC.	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Elwood & Goetz Wealth Advisory Group, LLC	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
United Community Bank	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
KICKSTAND VENTURES, LLC.	1	1	2.04%	2.04%	2.04%	Q3 2023	Q3 2023	1
GUNN & Co INVESTMENT MANAGEMENT, INC.	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
Houlihan Financial Resource Group, Ltd.	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
Live Your Vision, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
MidWestOne Financial Group, Inc.	1	1	0.10%	0.10%	0.10%	Q2 2019	Q2 2019	1
Legacy Wealth Management, Inc	1	1	0.03%	0.03%	0.03%	Q4 2016	Q4 2016	1
RiverGlades Family Offices LLC	1	1	0.96%	0.96%	0.96%	Q4 2018	Q4 2018	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
ARS Wealth Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q2 2014	Q2 2014	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	5.50%	5.50%	5.50%	Q1 2015	Q1 2015	1
RTD Financial Advisors, Inc.	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Headlands Technologies LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Callahan Advisors, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Truadvice, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1

External links

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

This page lists all the filers that currently own VANGUARD SPECIALIZED FUNDS or have owned VANGUARD SPECIALIZED FUNDS in the past.