• VEA shareholders
• Shareholder history

Current and past VANGUARD TAX MANAGED INTL FD shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.05%	Q2 2013	Q3 2023	114
Cutler Group LLC / CA	32	32	0.00%	0.00%	0.08%	Q4 2015	Q3 2023	74
Citadel Advisors	29	1	0.00%	0.00%	0.06%	Q3 2015	Q3 2023	71
JANE STREET GROUP, LLC	17	2	0.00%	0.06%	0.81%	Q1 2014	Q3 2023	63
HUNTINGTON NATIONAL BANK	56	56	0.00%	0.66%	2.19%	Q4 2009	Q3 2023	61
Arbor Investment Advisors, LLC	52	52	5.92%	10.17%	13.44%	Q4 2010	Q3 2023	52
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.95%	1.50%	Q2 2013	Q3 2023	48
MUFG Americas Holdings Corp	48	48	0.01%	1.24%	2.97%	Q4 2010	Q3 2022	48
Rehmann Capital Advisory Group	32	15	0.08%	1.24%	4.56%	Q4 2011	Q3 2023	47
MCF Advisors LLC	40	7	0.00%	2.21%	7.28%	Q4 2011	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.06%	0.17%	0.41%	Q1 2012	Q3 2023	46
Creative Planning	42	42	0.00%	7.32%	10.91%	Q2 2013	Q3 2023	45
Wind River Trust Co	44	44	11.15%	17.71%	28.13%	Q4 2012	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.61%	2.04%	Q4 2012	Q3 2023	44
Capital Analysts, LLC	44	44	0.00%	0.25%	0.92%	Q4 2012	Q3 2023	44
Veritable, L.P.	43	43	0.30%	0.51%	1.04%	Q4 2012	Q2 2023	43
COMMERCE BANK	43	43	0.41%	0.90%	1.38%	Q1 2013	Q3 2023	43
WOODSTOCK CORP	43	43	0.10%	0.15%	0.25%	Q2 2013	Q4 2023	43
BARCLAYS PLC	20	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	43
BRYN MAWR TRUST Co	43	43	0.28%	1.98%	6.67%	Q1 2013	Q3 2023	43
WOODMONT INVESTMENT COUNSEL LLC	42	42	1.28%	3.56%	5.17%	Q2 2013	Q3 2023	42
Prospera Financial Services Inc	42	42	0.05%	0.15%	0.46%	Q2 2013	Q3 2023	42
Gibson Capital, LLC	42	42	0.08%	0.20%	0.87%	Q2 2013	Q3 2023	42
Truepoint, Inc.	42	42	6.65%	16.92%	37.80%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	0.08%	0.70%	2.17%	Q2 2013	Q3 2023	42
Van Cleef Asset Management,Inc	42	42	0.47%	0.83%	1.41%	Q2 2013	Q3 2023	42
HM PAYSON & CO	42	42	0.12%	1.42%	3.00%	Q2 2013	Q3 2023	42
Twele Capital Management, Inc.	42	42	1.97%	3.10%	5.25%	Q2 2013	Q3 2023	42
MANUFACTURERS LIFE INSURANCE COMPANY, THE	42	42	0.00%	0.09%	0.20%	Q2 2013	Q3 2023	42
FIRST NATIONAL TRUST CO	42	42	0.11%	0.25%	0.44%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	1.71%	2.90%	5.87%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.04%	0.36%	0.82%	Q2 2013	Q3 2023	42
Bangor Savings Bank	42	42	0.17%	0.35%	0.60%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.05%	0.41%	1.74%	Q2 2013	Q3 2023	42
Legacy Private Trust Co.	42	42	0.06%	2.36%	5.53%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.33%	0.51%	0.70%	Q2 2013	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.11%	0.27%	0.55%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.16%	0.92%	2.64%	Q2 2013	Q3 2023	42
NISA INVESTMENT ADVISORS, LLC	42	42	0.05%	0.10%	0.28%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.01%	0.10%	0.33%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.01%	0.26%	0.55%	Q2 2013	Q3 2023	42
LBMC INVESTMENT ADVISORS, LLC	42	42	0.51%	1.63%	2.45%	Q2 2013	Q3 2023	42
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	42	42	1.14%	4.50%	20.06%	Q2 2013	Q3 2023	42
Neuberger Berman Group LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
PROFFITT & GOODSON INC	42	42	7.64%	11.87%	19.29%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.02%	0.08%	0.16%	Q2 2013	Q4 2023	42
Boston Trust Walden Corp	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.03%	0.57%	0.98%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	0.93%	1.12%	1.59%	Q2 2013	Q3 2023	42
VANGUARD GROUP INC	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	3.29%	5.07%	7.80%	Q2 2013	Q3 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	0.03%	0.09%	0.28%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.17%	0.28%	0.39%	Q2 2013	Q3 2023	42
DAVIS R M INC	42	42	0.03%	1.36%	2.44%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.30%	1.23%	2.74%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.64%	0.91%	1.53%	Q2 2013	Q3 2023	42
PITTENGER & ANDERSON INC	42	42	0.37%	0.62%	0.79%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.16%	1.40%	2.41%	Q2 2013	Q3 2023	42
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	42	42	0.07%	0.18%	0.27%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	0.08%	0.34%	0.60%	Q2 2013	Q3 2023	42
OARSMAN CAPITAL, INC.	42	42	0.56%	1.02%	2.15%	Q2 2013	Q3 2023	42
ALPS ADVISORS INC	42	42	0.36%	0.58%	0.96%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.16%	0.33%	0.65%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	1.47%	1.72%	2.01%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.02%	0.07%	0.12%	Q2 2013	Q3 2023	42
First Horizon Advisors, Inc.	42	42	0.00%	0.49%	2.44%	Q2 2013	Q3 2023	42
Birch Hill Investment Advisors LLC	42	42	0.09%	0.15%	0.19%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.03%	0.29%	0.45%	Q2 2013	Q3 2023	42
Transamerica Financial Advisors, Inc.	42	42	1.58%	2.85%	7.54%	Q2 2013	Q3 2023	42
EXENCIAL WEALTH ADVISORS, LLC	33	9	0.05%	0.40%	1.04%	Q1 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.06%	0.15%	0.59%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.37%	2.65%	9.11%	Q2 2013	Q4 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.69%	3.55%	4.97%	Q2 2013	Q3 2023	42
Sageworth Trust Co	42	42	0.44%	2.83%	6.08%	Q2 2013	Q3 2023	42
ADIRONDACK TRUST CO	42	42	0.03%	0.25%	0.54%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	0.04%	0.12%	0.25%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	8.50%	11.64%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.01%	0.26%	0.59%	Q2 2013	Q3 2023	42
WEALTHCARE CAPITAL MANAGEMENT LLC	42	42	0.00%	0.12%	0.23%	Q2 2013	Q3 2023	42
SNS Financial Group, LLC	38	4	0.11%	0.52%	3.06%	Q1 2013	Q3 2023	42
NOMURA ASSET MANAGEMENT CO LTD	42	42	0.00%	0.08%	0.23%	Q2 2013	Q3 2023	42
Ameritas Investment Partners, Inc.	42	42	0.30%	1.88%	2.50%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.40%	0.86%	1.41%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.07%	0.24%	0.43%	Q2 2013	Q3 2023	42
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	42	42	0.38%	1.21%	2.44%	Q2 2013	Q3 2023	42
Regal Investment Advisors LLC	42	42	0.91%	1.99%	9.69%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.01%	1.05%	1.69%	Q2 2013	Q3 2023	42
Fiera Capital Corp	42	42	0.05%	0.13%	0.37%	Q2 2013	Q3 2023	42
ALLIANCEBERNSTEIN L.P.	42	42	0.00%	0.04%	0.12%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.22%	3.99%	14.20%	Q2 2013	Q3 2023	42
PRIO WEALTH LIMITED PARTNERSHIP	42	42	0.01%	0.25%	0.58%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.01%	0.06%	0.15%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.09%	0.22%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.01%	0.08%	0.27%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	0.22%	1.98%	7.66%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.62%	2.90%	5.95%	Q2 2013	Q3 2023	42
Ariel Investments	42	42	0.04%	0.32%	0.76%	Q2 2013	Q3 2023	42
MOLLER WEALTH PARTNERS	42	42	3.05%	3.82%	6.28%	Q2 2013	Q3 2023	42
Choate Investment Advisors	42	42	0.03%	3.75%	16.33%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.45%	2.33%	6.38%	Q2 2013	Q3 2023	42
DUFF & PHELPS INVESTMENT MANAGEMENT CO	42	42	0.27%	0.34%	0.40%	Q2 2013	Q3 2023	42
Seven Post Investment Office LP	42	42	2.06%	10.13%	27.33%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.85%	1.38%	1.89%	Q2 2013	Q3 2023	42
Windham Capital Management, LLC	42	42	2.32%	10.21%	19.20%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.01%	0.04%	0.15%	Q2 2013	Q3 2023	42
Valmark Advisers, Inc.	42	42	0.02%	4.62%	10.84%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.06%	0.42%	0.86%	Q2 2013	Q3 2023	42
JFS WEALTH ADVISORS, LLC	42	42	0.71%	1.78%	4.51%	Q2 2013	Q3 2023	42
Bragg Financial Advisors, Inc	42	42	0.08%	0.16%	0.22%	Q2 2013	Q3 2023	42
Waverly Advisors, LLC	42	42	0.39%	4.58%	7.81%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.10%	0.33%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	2.23%	9.50%	14.84%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	1.60%	3.16%	5.17%	Q2 2013	Q3 2023	42
GLENMEDE TRUST CO NA	21	9	0.05%	0.39%	0.62%	Q4 2012	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.17%	0.52%	1.56%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.37%	1.08%	1.46%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.18%	0.30%	0.43%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.06%	1.62%	2.65%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	42
BANK OF HAWAII	42	42	1.32%	5.11%	8.61%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.00%	0.67%	1.19%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.30%	0.68%	0.96%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.10%	1.36%	11.62%	Q2 2013	Q3 2023	42
FIDUCIARY TRUST CO	42	42	0.03%	1.94%	5.27%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.22%	1.07%	1.93%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	7.62%	10.23%	12.62%	Q2 2013	Q3 2023	42
Morningstar Investment Services LLC	42	42	1.78%	2.86%	4.35%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.02%	0.26%	1.45%	Q2 2013	Q3 2023	42
M&T BANK CORP	42	42	0.34%	1.88%	2.82%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.10%	0.17%	0.30%	Q2 2013	Q3 2023	42
BOK Financial Private Wealth, Inc.	42	42	2.95%	6.64%	16.17%	Q2 2013	Q3 2023	42
CAPTRUST FINANCIAL ADVISORS	42	42	0.02%	0.74%	5.08%	Q2 2013	Q3 2023	42
TRUST CO OF VIRGINIA /VA	42	42	0.10%	0.20%	0.33%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	5.69%	8.26%	11.09%	Q2 2013	Q3 2023	42
THOMPSON SIEGEL & WALMSLEY LLC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
Carlson Capital Management	42	42	1.64%	6.27%	8.65%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.43%	0.88%	1.64%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	41	41	0.02%	0.45%	1.97%	Q3 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.04%	0.13%	Q2 2013	Q3 2023	41
Tortoise Investment Management, LLC	39	2	0.00%	0.71%	1.32%	Q2 2013	Q3 2023	41
B. Riley Wealth Advisors, Inc.	41	41	0.01%	1.08%	2.95%	Q3 2013	Q3 2023	41
Raymond James Financial Services Advisors, Inc.	27	14	0.02%	0.33%	0.52%	Q2 2013	Q3 2023	41
HighTower Advisors, LLC	30	11	0.01%	0.28%	0.73%	Q2 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.04%	0.98%	2.70%	Q3 2013	Q3 2023	41
Fisher Asset Management, LLC	41	41	0.01%	0.06%	0.11%	Q3 2013	Q3 2023	41
Haverford Trust Co	40	1	0.04%	0.57%	2.80%	Q2 2013	Q3 2023	41
Tufton Capital Management	25	16	0.07%	0.14%	0.18%	Q2 2013	Q3 2023	41
ST GERMAIN D J CO INC	38	3	0.05%	1.13%	4.60%	Q3 2013	Q4 2023	41
OPPENHEIMER & CO INC	41	41	0.01%	0.10%	0.16%	Q3 2013	Q3 2023	41
ASSOCIATED BANC-CORP	41	41	0.08%	0.20%	0.43%	Q3 2013	Q3 2023	41
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	28	13	0.37%	1.86%	4.14%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.06%	0.63%	1.40%	Q3 2013	Q3 2023	41
NORTHEAST INVESTMENT MANAGEMENT	40	1	0.03%	0.54%	1.39%	Q2 2013	Q3 2023	41
LS Investment Advisors, LLC	34	7	0.21%	0.73%	2.57%	Q2 2013	Q3 2023	41
FRANKLIN RESOURCES INC	38	3	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.01%	0.07%	0.30%	Q2 2013	Q3 2023	41
1ST SOURCE BANK	41	41	0.03%	0.89%	1.88%	Q3 2013	Q3 2023	41
JNBA Financial Advisors	21	20	0.02%	2.72%	6.88%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.50%	0.69%	0.92%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.25%	0.92%	1.97%	Q2 2013	Q3 2023	41
Aureus Asset Management, LLC	32	9	0.05%	0.25%	0.46%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.00%	0.07%	0.68%	Q3 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.35%	2.63%	5.61%	Q2 2013	Q2 2023	41
NWAM LLC	41	41	0.11%	0.56%	1.00%	Q3 2013	Q3 2023	41
WHITTIER TRUST CO OF NEVADA INC	41	41	0.30%	1.01%	1.48%	Q3 2013	Q3 2023	41
HOWLAND CAPITAL MANAGEMENT LLC	40	40	0.03%	0.06%	0.10%	Q4 2013	Q3 2023	40
PEOPLES FINANCIAL SERVICES CORP.	40	40	0.01%	0.01%	0.01%	Q4 2013	Q3 2023	40
BUCKINGHAM STRATEGIC WEALTH, LLC	40	40	0.08%	0.35%	0.88%	Q4 2013	Q3 2023	40
Financial Planning & Information Services, Inc.	40	40	0.58%	2.49%	4.81%	Q4 2013	Q3 2023	40
BESSEMER GROUP INC	28	12	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	40
SMITH, MOORE & CO.	40	40	1.45%	2.86%	5.09%	Q4 2013	Q3 2023	40
Tarbox Family Office, Inc.	40	40	0.33%	3.62%	11.64%	Q4 2013	Q3 2023	40
Cetera Advisor Networks LLC	21	19	0.17%	0.35%	0.63%	Q3 2013	Q3 2023	40
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	27	4	0.62%	3.52%	8.32%	Q2 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	1.96%	2.82%	4.60%	Q4 2013	Q3 2023	40
UNITED CAPITAL FINANCIAL ADVISORS, LLC	40	40	0.01%	0.37%	0.58%	Q4 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	0.70%	1.41%	3.86%	Q4 2013	Q3 2023	40
Johnson Financial Group, Inc.	40	40	0.00%	0.49%	1.59%	Q4 2013	Q3 2023	40
BERKSHIRE ASSET MANAGEMENT LLC/PA	33	7	0.05%	0.18%	0.34%	Q2 2013	Q3 2023	40
Parkside Financial Bank & Trust	26	14	0.00%	0.26%	0.58%	Q2 2013	Q3 2023	40
GREAT LAKES ADVISORS, LLC	26	14	0.02%	0.05%	0.18%	Q2 2013	Q3 2023	40
BLB&B Advisors, LLC	40	40	0.13%	3.15%	7.10%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.18%	0.35%	0.59%	Q4 2013	Q3 2023	40
Pure Financial Advisors, LLC	22	18	1.36%	3.37%	7.09%	Q2 2013	Q4 2023	40
LINCOLN NATIONAL CORP	40	40	1.93%	3.09%	4.25%	Q4 2013	Q3 2023	40
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	40	40	2.40%	9.60%	22.14%	Q4 2013	Q3 2023	40
ICONIQ Capital, LLC	39	1	0.02%	0.35%	1.59%	Q1 2013	Q1 2023	40
RMB Capital Management, LLC	40	40	0.02%	0.14%	0.22%	Q4 2013	Q3 2023	40
Stillwater Capital Advisors, LLC	40	40	0.26%	0.55%	1.07%	Q4 2013	Q3 2023	40
Telos Capital Management, Inc.	40	40	1.06%	1.44%	1.84%	Q4 2013	Q3 2023	40
Oakworth Capital, Inc.	40	40	0.00%	0.60%	7.23%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.12%	0.28%	0.88%	Q4 2013	Q3 2023	40
MACQUARIE GROUP LTD	40	40	0.00%	0.01%	0.04%	Q2 2013	Q1 2023	40
Coyle Financial Counsel LLC	24	15	1.21%	5.11%	14.78%	Q4 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.44%	0.81%	Q1 2014	Q3 2023	39
SIGNATUREFD, LLC	25	14	0.01%	0.42%	2.06%	Q2 2013	Q3 2023	39
Plante Moran Financial Advisors, LLC	32	2	0.00%	2.51%	12.89%	Q3 2013	Q3 2023	39
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	39	39	0.48%	2.48%	6.60%	Q1 2014	Q3 2023	39
SouthState Corp	39	39	0.06%	0.36%	0.60%	Q1 2014	Q3 2023	39
Global Endowment Management, LP	39	39	0.27%	0.95%	1.78%	Q1 2014	Q3 2023	39
MASSMUTUAL TRUST CO FSB/ADV	29	10	0.01%	1.45%	2.01%	Q1 2014	Q4 2023	39
Autus Asset Management, LLC	39	39	2.79%	3.37%	3.89%	Q2 2013	Q4 2022	39
Gemmer Asset Management LLC	39	39	0.24%	1.83%	5.33%	Q1 2014	Q3 2023	39
North Star Investment Management Corp.	39	39	0.01%	0.09%	0.20%	Q1 2014	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.02%	0.25%	0.87%	Q1 2014	Q3 2023	39
Cetera Advisors LLC	39	39	0.04%	0.24%	0.74%	Q1 2014	Q3 2023	39
Dynamic Advisor Solutions LLC	33	6	0.23%	0.68%	1.32%	Q4 2013	Q3 2023	39
COMERICA BANK	38	1	0.17%	0.34%	0.53%	Q3 2013	Q3 2023	39
DT Investment Partners, LLC	39	39	2.08%	6.43%	10.76%	Q1 2014	Q3 2023	39
Regis Management CO LLC	39	39	3.32%	10.67%	16.22%	Q1 2014	Q3 2023	39
Perigon Wealth Management, LLC	30	1	0.06%	0.28%	0.83%	Q3 2011	Q3 2023	39
Advisory Services Network, LLC	27	12	0.16%	0.28%	0.57%	Q4 2013	Q3 2023	39
Clarkston Capital Partners, LLC	39	39	0.03%	0.06%	0.24%	Q2 2013	Q4 2022	39
Capital Advisors, Ltd. LLC	39	39	0.05%	0.14%	0.27%	Q1 2014	Q3 2023	39
CHOREO, LLC	39	39	2.03%	2.94%	4.43%	Q1 2014	Q3 2023	39
Horizon Investment Services, LLC	39	39	0.11%	0.63%	1.64%	Q1 2014	Q3 2023	39
COUNTRY TRUST BANK	39	39	1.41%	3.06%	5.78%	Q2 2014	Q4 2023	39
CIBC WORLD MARKET INC.	39	39	0.01%	0.06%	0.10%	Q1 2014	Q3 2023	39
GAMBLE JONES INVESTMENT COUNSEL	39	39	0.03%	0.04%	0.06%	Q2 2013	Q4 2022	39
Fort Point Capital Partners LLC	38	1	0.57%	2.57%	5.95%	Q4 2013	Q3 2023	39
FIRST HAWAIIAN BANK	37	1	0.02%	0.16%	0.32%	Q2 2013	Q3 2023	38
Paragon Capital Management Ltd	27	5	0.13%	0.81%	3.09%	Q3 2013	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	38
J.P. Morgan Private Wealth Advisors LLC	33	2	0.01%	0.50%	1.68%	Q2 2013	Q3 2023	38
DUBUQUE BANK & TRUST CO	32	6	0.00%	1.22%	9.56%	Q1 2014	Q3 2023	38
PLANNING ALTERNATIVES LTD /ADV	34	4	1.12%	10.96%	15.72%	Q1 2014	Q3 2023	38
DOWLING & YAHNKE LLC	38	38	0.14%	0.24%	0.32%	Q2 2013	Q3 2022	38
Maryland Capital Management	38	38	0.28%	0.64%	0.85%	Q2 2013	Q3 2022	38
Nadler Financial Group, Inc.	38	38	0.85%	2.33%	7.54%	Q2 2014	Q3 2023	38
McCutchen Group LLC	38	38	11.77%	18.74%	25.48%	Q2 2013	Q3 2022	38
Montecito Bank & Trust	38	38	0.10%	0.18%	0.42%	Q3 2014	Q4 2023	38
Allworth Financial LP	38	38	0.24%	2.03%	9.00%	Q2 2014	Q3 2023	38
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	24	14	1.53%	2.81%	4.19%	Q2 2013	Q3 2023	38
PINNACLE FINANCIAL PARTNERS INC	38	38	0.11%	1.08%	1.70%	Q2 2014	Q3 2023	38
HIGHLAND CAPITAL MANAGEMENT, LLC	38	38	0.07%	0.18%	0.24%	Q2 2014	Q3 2023	38
UBS Group AG	36	36	0.00%	0.34%	0.46%	Q4 2014	Q3 2023	38
Brookstone Capital Management	27	11	0.04%	0.51%	1.33%	Q4 2013	Q3 2023	38
Garde Capital, Inc.	38	38	1.12%	1.85%	3.31%	Q2 2014	Q3 2023	38
Busey Bank	36	1	0.03%	0.16%	0.55%	Q4 2013	Q3 2023	37
Bollard Group LLC	37	37	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	37
Roundview Capital LLC	37	37	0.12%	0.40%	0.70%	Q3 2014	Q3 2023	37
NORRIS PERNE & FRENCH LLP/MI	37	37	0.09%	0.90%	1.47%	Q3 2014	Q3 2023	37
Financial Architects, Inc	25	4	0.05%	0.10%	0.27%	Q3 2013	Q2 2023	37
EisnerAmper Wealth Management Corporate Benefits, LLC	37	37	2.91%	9.05%	11.46%	Q4 2014	Q4 2023	37
SEGALL BRYANT & HAMILL, LLC	26	4	0.01%	0.01%	0.02%	Q1 2013	Q3 2023	37
FIRST FINANCIAL CORP /IN/	37	37	0.02%	0.29%	1.69%	Q3 2014	Q3 2023	37
BRADLEY FOSTER & SARGENT INC/CT	24	13	0.02%	0.25%	0.42%	Q2 2014	Q3 2023	37
Citizens Business Bank	37	37	0.06%	3.71%	9.08%	Q3 2014	Q3 2023	37
Litman Gregory Wealth Management LLC	29	2	6.08%	10.92%	17.47%	Q2 2013	Q3 2023	37
WASHINGTON TRUST BANK	30	7	0.05%	0.13%	0.27%	Q1 2014	Q3 2023	37
BAR HARBOR WEALTH MANAGEMENT	37	37	0.05%	0.56%	1.34%	Q3 2014	Q3 2023	37
GOFEN & GLOSSBERG LLC /IL/	33	4	0.00%	0.02%	0.03%	Q2 2013	Q4 2022	37
Karpus Management, Inc.	28	9	0.01%	0.69%	3.13%	Q2 2013	Q4 2022	37
Covington Capital Management	30	7	0.46%	1.10%	1.97%	Q2 2013	Q3 2022	37
OLD NATIONAL BANCORP /IN/	37	37	0.02%	0.85%	1.34%	Q3 2014	Q3 2023	37
MYCIO WEALTH PARTNERS, LLC	29	2	0.00%	2.00%	5.98%	Q2 2013	Q3 2023	37
TORONTO DOMINION BANK	25	6	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	37
Hudock, Inc.	37	37	0.06%	3.85%	6.74%	Q3 2014	Q3 2023	37
Gradient Investments LLC	24	13	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	37
Sensible Financial Planning & Management, LLC.	37	37	0.82%	1.85%	3.68%	Q3 2014	Q3 2023	37
TCI Wealth Advisors, Inc.	33	4	0.00%	0.11%	0.42%	Q2 2014	Q3 2023	37
Roof Eidam Maycock Peralta, LLC	36	36	1.33%	3.25%	7.48%	Q4 2014	Q3 2023	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.01%	0.04%	0.12%	Q2 2013	Q1 2022	36
Charles Schwab Investment Advisory, Inc.	34	1	0.02%	1.81%	5.68%	Q4 2013	Q3 2023	36
DAVENPORT & Co LLC	34	2	0.00%	0.01%	0.02%	Q1 2014	Q3 2023	36
FULTON BANK, N.A.	36	36	0.03%	0.05%	0.08%	Q1 2015	Q4 2023	36
BAHL & GAYNOR INC	15	4	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	36
INVESTMENT PARTNERS, LTD.	36	36	1.03%	3.11%	4.32%	Q4 2014	Q3 2023	36
EVERMAY WEALTH MANAGEMENT LLC	36	36	0.15%	1.11%	3.66%	Q4 2014	Q3 2023	36
CENTRAL TRUST Co	18	1	0.00%	0.21%	0.98%	Q2 2013	Q3 2023	36
SEI INVESTMENTS CO	36	36	0.36%	2.32%	3.43%	Q4 2014	Q3 2023	36
OPUS INVESTMENT MANAGEMENT INC	36	36	2.93%	9.26%	14.97%	Q2 2013	Q1 2022	36
Sigma Planning Corp	36	36	0.10%	0.24%	0.32%	Q4 2014	Q3 2023	36
Ancora Advisors LLC	36	36	0.17%	0.65%	1.55%	Q4 2014	Q3 2023	36
PALLADIUM PARTNERS LLC	36	36	0.12%	5.34%	7.09%	Q2 2013	Q1 2022	36
ASPIRIANT, LLC	36	36	0.08%	1.16%	2.94%	Q4 2014	Q3 2023	36
WADE G W & INC	36	36	0.06%	0.89%	1.45%	Q4 2014	Q3 2023	36
Ramsay, Stattman, Vela & Price, Inc.	36	36	0.15%	0.32%	0.45%	Q4 2014	Q3 2023	36
STATE STREET CORP	36	36	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	36
IndexIQ Advisors LLC	36	36	0.06%	0.71%	2.79%	Q2 2013	Q1 2022	36
Glassman Wealth Services	36	36	0.02%	0.12%	0.22%	Q4 2014	Q3 2023	36
Landmark Financial Advisors, LLC	36	36	1.30%	6.56%	12.17%	Q4 2014	Q3 2023	36
ETF Portfolio Partners, Inc.	36	36	3.04%	6.55%	11.15%	Q4 2014	Q3 2023	36
Betterment LLC	36	36	13.84%	19.77%	28.60%	Q4 2014	Q3 2023	36
SCS Capital Management LLC	36	36	6.82%	16.59%	31.95%	Q4 2014	Q3 2023	36
Cambridge Advisors Inc.	36	36	4.99%	6.66%	7.44%	Q4 2014	Q3 2023	36
AllSquare Wealth Management LLC	36	36	6.38%	8.51%	11.70%	Q4 2014	Q3 2023	36
KWMG, LLC	36	36	2.64%	4.80%	5.94%	Q4 2014	Q3 2023	36
MITCHELL MCLEOD PUGH & WILLIAMS INC	36	36	0.15%	0.30%	0.91%	Q4 2014	Q3 2023	36
JMG Financial Group, Ltd.	36	36	0.16%	7.05%	12.59%	Q4 2014	Q3 2023	36
Bray Capital Advisors	36	36	1.32%	3.12%	7.08%	Q4 2014	Q3 2023	36
Argent Trust Co	36	36	0.23%	0.91%	2.44%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.14%	0.30%	1.93%	Q4 2014	Q3 2023	36
Wealth Architects, LLC	36	36	5.52%	8.26%	11.16%	Q4 2014	Q3 2023	36
Family Firm, Inc.	36	36	6.73%	7.90%	9.27%	Q4 2014	Q3 2023	36
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	36	36	0.02%	0.90%	1.65%	Q4 2014	Q3 2023	36
Koshinski Asset Management, Inc.	35	35	0.13%	0.46%	0.86%	Q1 2015	Q3 2023	35
INSPIRION WEALTH ADVISORS, LLC	35	35	0.14%	0.67%	2.89%	Q1 2015	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.01%	0.02%	0.08%	Q2 2013	Q4 2021	35
Vision Capital Management, Inc.	35	35	0.24%	8.16%	13.38%	Q1 2015	Q3 2023	35
Roble, Belko & Company, Inc	35	35	3.14%	4.45%	6.52%	Q1 2015	Q3 2023	35
STALEY CAPITAL ADVISERS INC	35	35	0.11%	0.63%	1.11%	Q1 2015	Q3 2023	35
Miracle Mile Advisors, LLC	33	2	0.25%	6.75%	19.37%	Q3 2014	Q3 2023	35
ROPES WEALTH ADVISORS LLC	35	35	0.00%	0.17%	0.47%	Q1 2015	Q3 2023	35
Canal Capital Management, LLC	35	35	0.10%	2.73%	7.94%	Q1 2015	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	11.03%	13.53%	18.75%	Q2 2013	Q4 2021	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.05%	0.29%	0.52%	Q4 2014	Q3 2023	35
Windsor Capital Management, LLC	35	35	1.69%	3.39%	5.15%	Q1 2015	Q3 2023	35
Voya Financial Advisors, Inc.	35	35	0.06%	0.19%	0.45%	Q1 2015	Q3 2023	35
Baldwin Investment Management, LLC	22	1	0.06%	0.09%	0.12%	Q2 2013	Q3 2023	35
MAI Capital Management	35	35	0.02%	0.54%	1.52%	Q1 2015	Q3 2023	35
MERIDIAN MANAGEMENT CO	35	35	0.57%	4.10%	15.79%	Q1 2015	Q3 2023	35
VALLEY NATIONAL ADVISERS INC	35	35	0.00%	0.04%	0.10%	Q1 2015	Q3 2023	35
GFS Advisors, LLC	28	7	0.04%	0.33%	0.59%	Q4 2014	Q3 2023	35
State of Tennessee, Treasury Department	35	35	0.08%	0.47%	1.76%	Q1 2015	Q3 2023	35
Keel Point, LLC	35	35	0.62%	3.26%	8.98%	Q1 2015	Q3 2023	35
People's United Financial, Inc.	20	15	0.00%	0.02%	0.09%	Q2 2013	Q1 2022	35
Carlton Hofferkamp & Jenks Wealth Management, LLC	32	3	0.19%	0.38%	0.64%	Q4 2014	Q3 2023	35
BAILARD, INC.	31	4	0.06%	0.44%	0.70%	Q4 2014	Q3 2023	35
Chesley Taft & Associates LLC	32	3	0.05%	0.32%	0.59%	Q2 2013	Q3 2023	35
JAG CAPITAL MANAGEMENT, LLC	35	35	0.07%	0.12%	0.23%	Q1 2015	Q3 2023	35
Lowe Wealth Advisors, LLC	35	35	0.00%	0.02%	0.04%	Q2 2015	Q4 2023	35
FDx Advisors, Inc.	27	8	0.02%	0.88%	3.50%	Q2 2013	Q3 2023	35
FineMark National Bank & Trust	16	1	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	35
SILVERCREST ASSET MANAGEMENT GROUP LLC	35	35	0.00%	0.05%	0.12%	Q1 2015	Q3 2023	35
Barry Investment Advisors, LLC	35	35	0.00%	1.64%	3.44%	Q1 2015	Q3 2023	35
PARTHENON LLC	35	35	0.11%	0.28%	0.45%	Q1 2015	Q3 2023	35
Trust Co	35	35	0.42%	3.51%	13.45%	Q1 2015	Q3 2023	35
Capstone Financial Advisors, Inc.	22	13	0.02%	0.73%	6.55%	Q4 2014	Q3 2023	35
GRIMES & COMPANY, INC.	34	34	0.16%	1.07%	5.52%	Q2 2015	Q3 2023	34
NewSquare Capital LLC	34	34	0.00%	1.48%	2.79%	Q2 2015	Q3 2023	34
Ascent Wealth Partners, LLC	34	34	0.10%	1.61%	3.37%	Q4 2013	Q1 2022	34
Spears Abacus Advisors LLC	34	34	0.06%	0.16%	0.44%	Q2 2015	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	12.02%	16.04%	21.02%	Q2 2013	Q3 2021	34
QUADRANT CAPITAL GROUP LLC	34	34	0.02%	0.18%	0.77%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	1.48%	1.71%	2.00%	Q2 2015	Q3 2023	34
MISSION WEALTH MANAGEMENT, LP	34	34	0.12%	1.39%	2.87%	Q2 2015	Q3 2023	34
Nuveen Asset Management, LLC	21	3	0.00%	0.00%	0.02%	Q4 2013	Q3 2023	34
ARGI Investment Services, LLC	34	34	0.04%	3.33%	6.19%	Q3 2014	Q4 2022	34
ELM ADVISORS, LLC	34	34	1.24%	1.64%	1.98%	Q4 2013	Q1 2022	34
GOULD ASSET MANAGEMENT LLC /CA/	34	34	0.84%	1.54%	2.20%	Q2 2015	Q3 2023	34
BlackRock Inc.	34	34	0.00%	0.01%	0.04%	Q2 2015	Q3 2023	34
Jefferies Group LLC	27	7	0.00%	0.01%	0.03%	Q2 2013	Q3 2022	34
HARVARD MANAGEMENT CO INC	34	34	0.39%	1.93%	14.00%	Q2 2013	Q3 2021	34
Ironwood Financial, llc	31	3	0.01%	0.16%	0.65%	Q1 2015	Q3 2023	34
MML INVESTORS SERVICES, LLC	34	34	0.21%	0.73%	2.43%	Q2 2015	Q3 2023	34
COLONY GROUP LLC	26	8	0.01%	0.94%	2.70%	Q3 2013	Q3 2023	34
FIRST MANHATTAN CO. LLC.	31	3	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	34
Alley Co LLC	34	34	0.20%	0.82%	1.30%	Q3 2013	Q4 2021	34
Manchester Capital Management LLC	29	5	0.00%	0.93%	4.27%	Q1 2015	Q3 2023	34
Winfield Associates, Inc.	34	34	0.43%	1.18%	3.13%	Q4 2013	Q1 2022	34
SOL Capital Management CO	34	34	0.08%	0.14%	0.36%	Q2 2015	Q3 2023	34
Homrich & Berg	34	34	0.06%	0.30%	1.35%	Q2 2013	Q3 2021	34
OPTIMUM INVESTMENT ADVISORS	27	7	0.00%	0.13%	0.23%	Q3 2013	Q4 2023	34
FOSTER DYKEMA CABOT & CO INC/MA	25	3	0.01%	0.46%	3.93%	Q2 2014	Q3 2023	34
Granite Investment Advisors, LLC	34	34	0.04%	0.09%	0.14%	Q2 2013	Q3 2021	34
Mariner, LLC	34	34	0.83%	2.32%	3.89%	Q2 2015	Q3 2023	34
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	34	34	1.17%	1.60%	2.41%	Q2 2013	Q3 2021	34
MASTRAPASQUA ASSET MANAGEMENT INC	34	34	0.07%	0.28%	0.50%	Q2 2015	Q3 2023	34
Simplicity Solutions, LLC	28	3	0.03%	2.06%	6.14%	Q4 2014	Q3 2023	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.01%	0.78%	2.73%	Q2 2013	Q3 2021	34
JONES FINANCIAL COMPANIES LLLP	31	2	0.00%	4.73%	6.48%	Q2 2013	Q3 2023	33
Caprock Group, LLC	33	33	1.01%	4.95%	16.37%	Q3 2015	Q3 2023	33
Fiduciary Group LLC	31	2	0.15%	2.15%	3.13%	Q2 2015	Q3 2023	33
STOCK YARDS BANK & TRUST CO	25	4	0.02%	0.14%	0.36%	Q1 2014	Q3 2023	33
Checchi Capital Advisers, LLC	17	2	0.02%	0.11%	0.53%	Q1 2015	Q3 2023	33
Jasper Ridge Partners, L.P.	33	33	0.19%	14.29%	24.69%	Q3 2015	Q3 2023	33
Pekin Hardy Strauss, Inc.	33	33	0.06%	0.31%	0.89%	Q1 2014	Q1 2022	33
Balentine LLC	33	33	0.12%	0.85%	1.91%	Q3 2015	Q3 2023	33
Parsec Financial Management, Inc.	33	33	0.06%	3.93%	9.49%	Q1 2015	Q1 2023	33
Crestwood Advisors Group, LLC	33	33	0.01%	0.03%	0.08%	Q3 2015	Q3 2023	33
Freestone Capital Holdings, LLC	33	33	0.25%	2.41%	5.32%	Q3 2015	Q3 2023	33
TD ASSET MANAGEMENT INC	28	5	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	33
Coe Capital Management, LLC	33	33	0.25%	1.87%	4.18%	Q2 2013	Q2 2021	33
AMI INVESTMENT MANAGEMENT INC	32	32	0.43%	0.54%	0.69%	Q4 2015	Q3 2023	32
CWM, LLC	24	8	0.00%	0.02%	0.05%	Q3 2015	Q3 2023	32
Essex Financial Services, Inc.	24	3	0.05%	0.15%	0.38%	Q2 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.10%	0.31%	0.61%	Q4 2015	Q3 2023	32
PINNACLE ASSOCIATES LTD	32	32	0.01%	0.25%	0.53%	Q4 2015	Q3 2023	32
MERIDIAN INVESTMENT COUNSEL INC.	32	32	0.47%	0.54%	0.60%	Q4 2015	Q3 2023	32
CENTRAL BANK & TRUST CO	18	14	0.00%	0.63%	1.56%	Q4 2014	Q3 2023	32
FFT WEALTH MANAGEMENT LLC	32	32	0.11%	1.16%	4.62%	Q4 2015	Q3 2023	32
BTC Capital Management, Inc.	21	1	0.13%	0.35%	0.50%	Q1 2015	Q3 2023	32
LGL PARTNERS, LLC	32	32	0.45%	2.66%	5.88%	Q4 2015	Q3 2023	32
FLPUTNAM INVESTMENT MANAGEMENT CO	17	1	0.06%	0.15%	0.30%	Q4 2013	Q3 2023	32
BEACON INVESTMENT ADVISORY SERVICES, INC.	32	32	0.14%	0.63%	1.07%	Q4 2015	Q3 2023	32
Ausdal Financial Partners, Inc.	32	32	0.20%	0.83%	1.73%	Q4 2015	Q3 2023	32
JOHNSON INVESTMENT COUNSEL INC	32	32	0.02%	0.46%	2.18%	Q4 2015	Q3 2023	32
Round Table Services, LLC	32	32	0.98%	3.04%	5.57%	Q4 2014	Q3 2022	32
PEOPLES BANK /OH	32	32	0.19%	0.77%	2.02%	Q4 2015	Q3 2023	32
American Money Management, LLC	18	14	0.42%	2.31%	5.35%	Q1 2014	Q3 2023	32
Stonehearth Capital Management, LLC	31	1	0.42%	4.77%	7.52%	Q2 2015	Q4 2023	32
Cetera Investment Advisers	32	32	0.10%	0.34%	0.82%	Q4 2015	Q3 2023	32
SPINNAKER TRUST	16	1	0.02%	1.23%	10.24%	Q2 2013	Q3 2023	32
BROWN BROTHERS HARRIMAN & CO	16	4	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	32
Armbruster Capital Management, Inc.	32	32	0.61%	3.51%	6.76%	Q4 2015	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	0.55%	1.17%	1.82%	Q4 2015	Q3 2023	32
Schneider Downs Wealth Management Advisors, LP	32	32	1.59%	3.78%	8.34%	Q4 2015	Q3 2023	32
TWIN FOCUS CAPITAL PARTNERS, LLC	31	1	0.17%	1.75%	3.14%	Q2 2013	Q3 2023	32
BRIGHTON JONES LLC	26	6	0.06%	0.16%	0.37%	Q3 2015	Q3 2023	32
REILLY FINANCIAL ADVISORS, LLC	28	4	0.00%	0.02%	0.04%	Q2 2013	Q4 2021	32
Segment Wealth Management, LLC	16	4	0.07%	0.40%	1.52%	Q4 2013	Q3 2022	32
Kovack Advisors, Inc.	31	1	0.14%	0.28%	0.99%	Q2 2014	Q3 2023	32
BSW Wealth Partners	32	32	0.82%	2.47%	6.52%	Q4 2015	Q3 2023	32
D'Orazio & Associates, Inc.	32	32	0.01%	1.54%	6.54%	Q4 2015	Q3 2023	32
KING LUTHER CAPITAL MANAGEMENT CORP	32	32	0.00%	0.01%	0.03%	Q4 2015	Q3 2023	32
UMB Bank, n.a.	32	32	0.83%	1.08%	1.47%	Q4 2015	Q3 2023	32
Community Bank, N.A.	32	32	0.00%	0.04%	0.21%	Q4 2015	Q3 2023	32
FIRST CITIZENS BANK & TRUST CO	28	3	0.02%	0.12%	0.50%	Q4 2014	Q3 2023	31
TIEDEMANN ADVISORS, LLC	27	4	0.06%	0.70%	6.64%	Q2 2015	Q3 2023	31
Mirae Asset Global Investments Co., Ltd.	31	31	0.10%	1.76%	4.29%	Q1 2016	Q3 2023	31
Baker Avenue Asset Management, LP	31	31	0.04%	1.39%	2.60%	Q1 2016	Q3 2023	31
Integrated Investment Consultants, LLC	23	8	0.73%	2.36%	4.95%	Q4 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.08%	0.38%	1.33%	Q1 2016	Q3 2023	31
Asset Dedication, LLC	26	5	0.01%	0.13%	0.95%	Q4 2015	Q3 2023	31
IFP Advisors, Inc	17	14	0.05%	0.39%	0.90%	Q4 2015	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.05%	0.32%	0.67%	Q1 2016	Q3 2023	31
HT Partners LLC	31	31	1.91%	12.24%	24.79%	Q1 2016	Q3 2023	31
FCA CORP /TX	30	1	0.12%	2.88%	4.12%	Q3 2015	Q3 2023	31
Clarius Group, LLC	31	31	0.08%	0.51%	1.62%	Q1 2016	Q3 2023	31
Pinnacle Wealth Management Advisory Group, LLC	31	31	0.09%	1.95%	5.12%	Q1 2016	Q3 2023	31
Simmons Bank	31	31	1.87%	2.96%	4.00%	Q1 2016	Q3 2023	31
EP Wealth Advisors, LLC	18	1	0.01%	0.31%	0.94%	Q3 2015	Q3 2023	31
MOTCO	29	1	0.00%	0.08%	0.16%	Q2 2013	Q3 2023	31
BOSTON FINANCIAL MANGEMENT LLC	19	5	0.01%	0.12%	0.47%	Q4 2013	Q3 2023	31
TELEMUS CAPITAL, LLC	24	7	0.09%	0.31%	0.54%	Q3 2013	Q3 2023	31
Atria Investments, Inc	17	14	0.61%	0.87%	1.15%	Q4 2015	Q3 2023	31
McNamara Financial Services, Inc.	31	31	1.00%	4.38%	15.07%	Q1 2016	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	1.51%	2.57%	4.79%	Q1 2014	Q3 2023	31
Plancorp, LLC	29	2	0.12%	0.48%	1.79%	Q1 2014	Q3 2023	31
Concorde Asset Management, LLC	26	2	0.15%	0.47%	1.13%	Q1 2015	Q3 2023	31
RENAISSANCE GROUP LLC	22	1	0.01%	0.02%	0.03%	Q2 2013	Q2 2022	31
Klingman & Associates, LLC	31	31	0.25%	0.95%	2.05%	Q1 2016	Q3 2023	31
RiverFront Investment Group, LLC	29	1	0.04%	2.72%	8.57%	Q4 2008	Q4 2022	31
WOLVERINE TRADING, LLC	4	1	0.00%	0.00%	0.00%	Q2 2016	Q4 2022	31
WEBSTER BANK, N. A.	23	3	0.01%	0.07%	0.19%	Q4 2013	Q3 2023	30
KINGS POINT CAPITAL MANAGEMENT	28	2	0.01%	0.05%	0.21%	Q2 2014	Q1 2022	30
LifePlan Financial Group, Inc	30	30	0.64%	4.13%	10.43%	Q2 2013	Q3 2020	30
CAPITAL CITY TRUST CO/FL	30	30	0.47%	0.62%	0.74%	Q2 2016	Q3 2023	30
Filament LLC	30	30	1.93%	3.71%	5.47%	Q2 2013	Q3 2020	30
LVW Advisors, LLC	30	30	0.06%	7.25%	14.29%	Q4 2014	Q1 2022	30
First Allied Advisory Services, Inc.	30	30	0.11%	0.44%	1.50%	Q2 2013	Q3 2020	30
BALDWIN BROTHERS LLC/MA	30	30	0.01%	0.10%	0.24%	Q3 2016	Q4 2023	30
BARINGS LLC	30	30	0.04%	0.08%	0.13%	Q2 2013	Q3 2020	30
CITY HOLDING CO	30	30	0.03%	0.06%	0.10%	Q2 2016	Q3 2023	30
Nicholas Hoffman & Company, LLC.	30	30	0.46%	2.17%	12.33%	Q2 2016	Q3 2023	30
Advisory Alpha, LLC	20	3	0.01%	3.43%	7.57%	Q4 2013	Q1 2022	30
NEXT Financial Group, Inc	30	30	0.05%	0.44%	1.31%	Q3 2014	Q4 2021	30
West Oak Capital, LLC	19	1	0.00%	0.01%	0.06%	Q4 2014	Q3 2022	30
LEAVELL INVESTMENT MANAGEMENT, INC.	29	1	0.02%	1.13%	2.24%	Q2 2010	Q3 2023	30
Wallington Asset Management, LLC	27	3	3.98%	7.45%	9.90%	Q4 2015	Q3 2023	30
TWIN CAPITAL MANAGEMENT INC	30	30	0.38%	1.37%	3.08%	Q2 2013	Q3 2020	30
Wealthcare Advisory Partners LLC	30	30	1.08%	3.05%	4.63%	Q2 2016	Q3 2023	30
JRM Investment Counsel, LLC	28	2	0.99%	4.63%	10.63%	Q3 2015	Q3 2023	30
Moors & Cabot, Inc.	19	2	0.02%	0.04%	0.11%	Q2 2015	Q3 2023	29
OLD SECOND NATIONAL BANK OF AURORA	29	29	0.00%	0.02%	0.17%	Q3 2016	Q3 2023	29
GREAT WEST LIFE ASSURANCE CO /CAN/	29	29	0.00%	0.02%	0.06%	Q3 2016	Q3 2023	29
HOWE & RUSLING INC	14	1	0.00%	0.10%	0.30%	Q1 2014	Q3 2023	29
FIRST NATIONAL BANK OF OMAHA	28	1	0.02%	0.16%	0.67%	Q1 2016	Q3 2023	29
BAR HARBOR TRUST SERVICES	22	1	0.00%	0.61%	1.17%	Q2 2013	Q2 2022	29
Symmetry Partners, LLC	29	29	1.45%	3.05%	5.95%	Q4 2016	Q4 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	29
Cable Hill Partners, LLC	23	6	0.01%	0.10%	0.54%	Q2 2016	Q3 2023	29
Cornerstone Wealth Management, LLC	25	1	0.12%	0.37%	0.84%	Q1 2016	Q3 2023	29
NICOLET BANKSHARES INC	29	29	0.47%	3.32%	5.69%	Q3 2016	Q3 2023	29
LAZARD ASSET MANAGEMENT LLC	29	29	0.00%	0.01%	0.09%	Q3 2016	Q3 2023	29
Kalos Management, Inc.	27	1	0.01%	0.69%	1.33%	Q4 2015	Q1 2023	29
V Wealth Advisors LLC	18	11	0.16%	0.32%	0.58%	Q1 2016	Q2 2023	29
St. Louis Trust Co	29	29	0.83%	2.23%	3.74%	Q3 2016	Q3 2023	29
First PREMIER Bank	29	29	0.16%	0.68%	1.41%	Q3 2016	Q3 2023	29
NewEdge Advisors, LLC	29	29	0.05%	0.43%	0.74%	Q3 2016	Q3 2023	29
Allen Investment Management, LLC	29	29	0.16%	1.14%	2.01%	Q3 2016	Q3 2023	29
Archford Capital Strategies, LLC	22	2	0.00%	0.73%	1.83%	Q1 2016	Q3 2023	29
Arete Wealth Advisors, LLC	29	29	0.22%	0.54%	0.86%	Q3 2016	Q3 2023	29
CWH Capital Management, Inc.	29	29	0.17%	0.36%	0.75%	Q4 2013	Q4 2020	29
Hirtle Callaghan & Co LLC	29	29	0.01%	2.73%	8.29%	Q3 2016	Q3 2023	29
East Coast Asset Management, LLC.	23	1	0.06%	0.61%	1.28%	Q4 2012	Q2 2021	29
Rex Capital Advisors, LLC	28	1	0.59%	3.12%	3.83%	Q3 2015	Q4 2022	29
Personal Capital Advisors Corp	26	3	0.01%	0.05%	0.11%	Q2 2015	Q4 2022	29
Goldstein Munger & Associates	29	29	0.11%	3.57%	5.84%	Q3 2015	Q3 2022	29
Modera Wealth Management, LLC	25	4	0.04%	0.77%	4.87%	Q4 2013	Q3 2023	29
Cornerstone Advisors, Inc.	29	29	0.05%	1.71%	14.04%	Q3 2013	Q3 2020	29
Global Retirement Partners, LLC	28	28	0.28%	0.63%	3.60%	Q4 2016	Q3 2023	28
WP Advisors, LLC	28	28	0.29%	0.58%	1.05%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.13%	0.26%	0.42%	Q4 2016	Q3 2023	28
BlueSky Wealth Advisors, LLC	28	28	0.31%	0.70%	1.21%	Q4 2016	Q3 2023	28
AUA CAPITAL MANAGEMENT, LLC	28	28	0.85%	1.75%	2.92%	Q4 2016	Q3 2023	28
Diversified Trust Co	23	5	0.02%	0.08%	0.12%	Q4 2016	Q4 2023	28
JANICZEK WEALTH MANAGEMENT, LLC	28	28	0.33%	6.65%	16.33%	Q4 2016	Q3 2023	28
Parkwood LLC	28	28	0.17%	3.71%	16.86%	Q4 2016	Q3 2023	28
Tower Research Capital LLC (TRC)	6	1	0.00%	0.10%	0.68%	Q3 2013	Q3 2023	28
VICTORY CAPITAL MANAGEMENT INC	28	28	0.01%	0.26%	0.59%	Q4 2016	Q3 2023	28
Anchor Investment Management, LLC	28	28	0.00%	0.20%	0.38%	Q1 2017	Q4 2023	28
Clearstead Advisors, LLC	28	28	0.11%	0.39%	0.68%	Q4 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.19%	0.45%	1.24%	Q1 2017	Q4 2023	28
Freedom Investment Management, Inc.	7	2	0.02%	0.10%	0.32%	Q1 2013	Q3 2023	28
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	14	1	0.02%	0.04%	0.10%	Q2 2013	Q1 2021	28
Arcus Capital Partners, LLC	28	28	0.35%	2.72%	6.35%	Q4 2016	Q3 2023	28
MILES CAPITAL, INC.	28	28	0.61%	6.91%	17.49%	Q2 2013	Q1 2020	28
Estate Counselors, LLC	28	28	0.05%	1.84%	3.94%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.80%	1.77%	4.12%	Q4 2016	Q3 2023	28
Cranbrook Wealth Management, LLC	28	28	0.64%	1.24%	2.36%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.14%	0.92%	1.51%	Q2 2013	Q2 2022	28
Gilbert & Cook, Inc.	28	28	4.51%	6.43%	9.07%	Q4 2016	Q3 2023	28
Probity Advisors, Inc.	18	2	0.20%	0.82%	2.12%	Q2 2016	Q3 2023	28
Stratford Consulting, LLC	28	28	2.03%	3.26%	3.97%	Q2 2013	Q1 2020	28
REDW Wealth LLC	28	28	0.97%	3.58%	7.87%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.08%	0.55%	1.04%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.14%	0.49%	1.82%	Q4 2016	Q3 2023	28
Frontier Wealth Management LLC	24	4	0.01%	0.16%	2.14%	Q1 2015	Q2 2022	28
Bridgeworth, LLC	28	28	0.75%	1.73%	2.92%	Q4 2016	Q3 2023	28
Perkins Coie Trust Co	28	28	0.02%	1.12%	7.85%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.31%	0.77%	2.02%	Q4 2016	Q3 2023	28
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	28	28	0.45%	0.94%	1.52%	Q4 2016	Q3 2023	28
Alexandria Capital, LLC	28	28	0.00%	0.24%	0.62%	Q4 2014	Q3 2021	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	1.24%	3.49%	5.58%	Q4 2016	Q3 2023	28
Omnia Family Wealth, LLC	28	28	1.28%	12.41%	24.04%	Q4 2016	Q3 2023	28
Good Life Advisors, LLC	28	28	0.04%	0.40%	1.53%	Q4 2016	Q3 2023	28
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28	28	0.01%	0.07%	0.16%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.02%	0.21%	0.77%	Q4 2016	Q3 2023	28
SigFig Wealth Management, LLC	28	28	0.67%	2.48%	8.34%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	1.18%	3.22%	4.84%	Q1 2016	Q4 2022	28
Perennial Advisors, LLC	28	28	0.13%	0.24%	0.34%	Q4 2016	Q3 2023	28
BADGLEY PHELPS & BELL INC	28	28	0.49%	2.49%	3.41%	Q3 2014	Q2 2021	28
IHT Wealth Management, LLC	28	28	0.18%	0.86%	1.86%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.96%	2.56%	4.68%	Q4 2016	Q3 2023	28
AE Wealth Management LLC	28	28	0.25%	2.23%	6.73%	Q4 2016	Q3 2023	28
RIVERNORTH CAPITAL MANAGEMENT, LLC	27	27	0.06%	0.68%	1.94%	Q2 2013	Q4 2019	27
WEDBUSH SECURITIES INC	27	27	0.03%	0.07%	0.18%	Q1 2017	Q3 2023	27
Fusion Family Wealth LLC	27	27	8.18%	12.01%	16.50%	Q1 2017	Q3 2023	27
AJ WEALTH STRATEGIES, LLC	27	27	0.03%	0.26%	0.87%	Q4 2016	Q2 2023	27
Milliman Financial Risk Management LLC	27	27	6.53%	11.11%	15.18%	Q1 2016	Q3 2022	27
Kohmann Bosshard Financial Services, LLC	25	2	0.19%	1.65%	3.00%	Q4 2016	Q3 2023	27
NBT BANK N A /NY	16	2	0.03%	0.05%	0.07%	Q2 2013	Q3 2023	27
BAINCO INTERNATIONAL INVESTORS	26	1	0.00%	2.89%	5.02%	Q4 2013	Q4 2020	27
First Heartland Consultants, Inc.	27	27	0.06%	0.89%	1.58%	Q1 2017	Q3 2023	27
Laurel Wealth Advisors, Inc.	22	5	0.03%	0.24%	0.84%	Q4 2015	Q4 2022	27
MONETA GROUP INVESTMENT ADVISORS LLC	26	1	0.03%	0.39%	0.72%	Q3 2015	Q3 2023	27
Sequoia Financial Advisors, LLC	19	4	0.02%	0.08%	0.34%	Q1 2015	Q3 2023	27
Ledyard National Bank	15	1	0.00%	0.03%	0.11%	Q4 2014	Q3 2023	27
InterOcean Capital, LLC	27	27	0.04%	0.18%	0.43%	Q2 2013	Q4 2019	27
RITHOLTZ WEALTH MANAGEMENT	26	1	0.72%	4.08%	8.69%	Q4 2016	Q3 2023	27
CWA Asset Management Group, LLC	14	13	0.06%	0.37%	0.66%	Q4 2016	Q3 2023	27
Barrett Asset Management, LLC	27	27	0.00%	0.00%	0.03%	Q2 2015	Q4 2021	27
Heritage Trust Co	27	27	3.78%	7.48%	13.98%	Q1 2017	Q3 2023	27
Merriman Wealth Management, LLC	23	1	0.05%	0.80%	3.50%	Q3 2013	Q3 2023	27
SIMON QUICK ADVISORS, LLC	27	27	0.02%	0.54%	1.40%	Q1 2017	Q3 2023	27
WINTRUST INVESTMENTS LLC	16	1	0.81%	4.47%	14.02%	Q2 2016	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.12%	0.44%	0.69%	Q1 2017	Q3 2023	27
Continuum Advisory, LLC	27	27	0.38%	1.72%	4.52%	Q1 2017	Q3 2023	27
Brinker Capital Investments, LLC	26	1	0.00%	0.02%	0.06%	Q4 2015	Q4 2022	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.31%	0.95%	1.62%	Q2 2013	Q4 2019	27
CLIFFORD SWAN INVESTMENT COUNSEL LLC	27	27	0.05%	0.07%	0.10%	Q1 2017	Q3 2023	27
Livingston Group Asset Management CO (operating as Southport Capital Management)	27	27	0.25%	0.57%	1.05%	Q3 2015	Q1 2022	27
RWA WEALTH PARTNERS, LLC	27	27	0.05%	1.60%	10.45%	Q1 2017	Q3 2023	27
CIBC BANK USA	27	27	0.02%	2.49%	7.29%	Q2 2013	Q4 2019	27
Moisand Fitzgerald Tamayo, LLC	25	2	0.00%	0.01%	0.03%	Q4 2015	Q3 2023	27
STEEL GROVE CAPITAL ADVISORS, LLC	14	1	0.08%	0.75%	2.06%	Q1 2015	Q3 2023	27
PATHSTONE FAMILY OFFICE, LLC	20	3	0.01%	2.25%	7.12%	Q2 2013	Q3 2023	27
E&G Advisors, LP	27	27	0.20%	0.64%	0.98%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	1.06%	1.46%	1.97%	Q2 2015	Q4 2021	27
CHILTON CAPITAL MANAGEMENT LLC	27	27	0.07%	0.53%	0.97%	Q1 2017	Q3 2023	27
Cerity Partners LLC	27	27	0.02%	0.88%	3.27%	Q1 2017	Q3 2023	27
Motley Fool Wealth Management, LLC	27	27	0.03%	0.09%	0.19%	Q1 2017	Q3 2023	27
Chicago Partners Investment Group LLC	27	27	0.00%	0.11%	0.19%	Q1 2017	Q3 2023	27
Heritage Wealth Advisors	21	5	0.00%	2.26%	14.97%	Q4 2013	Q3 2023	26
Winslow, Evans & Crocker, Inc.	26	26	0.04%	0.06%	0.11%	Q3 2014	Q4 2020	26
GIRARD PARTNERS LTD.	17	9	0.03%	0.16%	0.33%	Q4 2016	Q3 2023	26
TOEWS CORP /ADV	25	1	0.09%	3.31%	45.62%	Q4 2010	Q3 2023	26
ZEKE CAPITAL ADVISORS, LLC	26	26	0.03%	0.05%	0.16%	Q3 2016	Q4 2022	26
L & S Advisors Inc	26	26	0.04%	0.20%	0.48%	Q2 2017	Q3 2023	26
Syntal Capital Partners, LLC	21	5	0.08%	1.13%	5.52%	Q2 2014	Q3 2023	26
Texas Yale Capital Corp.	26	26	0.02%	0.08%	0.16%	Q2 2017	Q3 2023	26
Spectrum Asset Management, Inc. (NB/CA)	26	26	0.36%	1.04%	2.75%	Q2 2017	Q3 2023	26
RFG Advisory, LLC	14	12	0.03%	0.30%	1.10%	Q1 2017	Q3 2023	26
Mirador Capital Partners LP	13	13	0.05%	1.50%	5.03%	Q4 2016	Q3 2023	26
WBH ADVISORY INC	23	3	0.06%	0.17%	0.49%	Q1 2017	Q3 2023	26
Grove Bank & Trust	25	1	0.13%	0.61%	1.10%	Q4 2015	Q3 2023	26
WIMMER ASSOCIATES 1, LLC	26	26	0.32%	0.66%	1.44%	Q2 2017	Q3 2023	26
Vivaldi Capital Management LP	24	2	0.00%	1.40%	4.53%	Q1 2017	Q3 2023	26
Strategic Wealth Partners Group, LLC	11	6	0.01%	1.73%	3.59%	Q4 2016	Q3 2023	26
Jacobi Capital Management LLC	23	1	0.00%	0.10%	0.25%	Q3 2016	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.01%	0.12%	0.27%	Q2 2017	Q3 2023	26
Perella Weinberg Partners Capital Management LP	26	26	0.16%	0.93%	3.23%	Q2 2017	Q3 2023	26
PRUDENTIAL FINANCIAL INC	26	26	0.00%	0.02%	0.04%	Q2 2017	Q3 2023	26
Meridian Wealth Management, LLC	19	7	0.10%	0.21%	0.41%	Q1 2017	Q3 2023	26
Capital Directions Investment Advisors, LLC	11	3	0.00%	0.19%	2.49%	Q2 2013	Q4 2022	26
LeJeune Puetz Investment Counsel LLC	26	26	0.67%	1.37%	2.14%	Q4 2016	Q1 2023	26
Johnson Financial Group, LLC	20	6	2.84%	15.10%	20.60%	Q4 2016	Q3 2023	26
Abbot Financial Management, Inc.	26	26	0.44%	0.71%	1.23%	Q2 2017	Q3 2023	26
RPTC Inc.	26	26	0.33%	1.91%	8.61%	Q2 2017	Q3 2023	26
Kingsview Wealth Management, LLC	20	6	0.09%	0.25%	0.59%	Q1 2017	Q3 2023	26
SYNOVUS FINANCIAL CORP	24	2	0.00%	0.74%	1.54%	Q1 2017	Q3 2023	26
Crestone Asset Management LLC	26	26	0.07%	1.12%	3.47%	Q4 2015	Q1 2022	26
VPR Management LLC	26	26	12.58%	18.60%	27.20%	Q2 2017	Q3 2023	26
SMITHBRIDGE ASSET MANAGEMENT INC/DE	26	26	0.28%	1.87%	2.36%	Q2 2017	Q3 2023	26
BOSTON ADVISORS LLC	26	26	0.08%	0.38%	1.24%	Q2 2013	Q3 2019	26
CREDIT SUISSE AG/	15	1	0.00%	0.02%	0.09%	Q1 2013	Q4 2022	26
UBS ASSET MANAGEMENT AMERICAS INC	26	26	0.00%	0.01%	0.03%	Q2 2013	Q3 2019	26
QS Investors, LLC	26	26	0.01%	0.74%	1.24%	Q1 2015	Q2 2021	26
AXA S.A.	26	26	0.03%	0.07%	0.28%	Q2 2013	Q3 2019	26
UNITED SERVICES AUTOMOBILE ASSOCIATION	24	2	0.01%	4.65%	18.96%	Q1 2014	Q1 2021	26
BB&T SECURITIES, LLC	26	26	0.05%	0.22%	0.62%	Q2 2013	Q3 2019	26
Aveo Capital Partners, LLC	14	1	0.39%	0.89%	1.28%	Q4 2016	Q3 2023	26
SRS Capital Advisors, Inc.	10	7	1.84%	4.84%	11.36%	Q4 2016	Q3 2023	26
BEACON FINANCIAL GROUP	26	26	0.06%	0.32%	0.50%	Q2 2017	Q3 2023	26
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	25	25	0.27%	0.31%	0.36%	Q3 2017	Q3 2023	25
Snowden Capital Advisors LLC	12	2	0.04%	0.38%	0.75%	Q1 2016	Q3 2023	25
Waldron Private Wealth LLC	24	1	0.06%	1.27%	2.26%	Q1 2017	Q3 2023	25
WEST PACES ADVISORS INC.	25	25	0.01%	0.03%	0.09%	Q3 2017	Q3 2023	25
Ally Financial Inc.	12	3	2.29%	6.77%	13.28%	Q1 2017	Q3 2023	25
Norway Savings Bank	25	25	0.00%	0.01%	0.04%	Q4 2016	Q4 2022	25
Hanlon Investment Management, Inc.	16	1	0.02%	1.74%	6.07%	Q1 2015	Q3 2023	25
JT Stratford LLC	25	25	0.14%	1.84%	3.04%	Q3 2017	Q3 2023	25
Mosaic Family Wealth, LLC	25	25	0.24%	1.30%	3.13%	Q4 2015	Q4 2021	25
OXFORD FINANCIAL GROUP, LTD. LLC	25	25	0.05%	0.28%	0.96%	Q3 2017	Q3 2023	25
PARK AVENUE SECURITIES LLC	14	1	0.52%	2.29%	6.44%	Q4 2014	Q3 2023	25
Joel Isaacson & Co., LLC	13	4	0.00%	0.05%	0.12%	Q1 2015	Q3 2023	25
MILLENNIUM MANAGEMENT LLC	13	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	25
FORTE CAPITAL LLC /ADV	18	1	0.08%	0.22%	0.50%	Q3 2016	Q3 2023	25
Jackson, Grant Investment Advisers, Inc.	18	7	0.02%	0.03%	0.03%	Q2 2017	Q3 2023	25
Lido Advisors, LLC	25	25	0.02%	0.21%	0.69%	Q3 2017	Q3 2023	25
Laird Norton Wetherby Wealth Management, LLC	25	25	0.11%	1.35%	2.74%	Q3 2017	Q3 2023	25
FCG ADVISORS, LLC	25	25	0.21%	13.08%	20.93%	Q3 2014	Q3 2020	25
Valeo Financial Advisors, LLC	25	25	0.41%	0.70%	1.08%	Q3 2017	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.23%	0.99%	2.10%	Q2 2017	Q2 2023	25
TIAA, FSB	25	25	1.31%	3.15%	4.80%	Q2 2017	Q2 2023	25
BURNEY CO/	13	1	0.01%	0.02%	0.04%	Q3 2016	Q3 2023	25
United Asset Strategies, Inc.	25	25	0.15%	0.50%	1.03%	Q2 2013	Q2 2019	25
CPWM, LLC	16	4	0.05%	0.31%	0.75%	Q3 2015	Q3 2022	25
GenTrust, LLC	25	25	0.08%	0.25%	0.38%	Q3 2017	Q3 2023	25
Radnor Capital Management, LLC	19	1	0.10%	0.16%	0.23%	Q4 2016	Q3 2023	25
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	25	25	0.01%	0.37%	0.72%	Q4 2014	Q4 2020	25
AlphaStar Capital Management, LLC	24	1	0.63%	1.12%	4.73%	Q2 2017	Q3 2023	25
SECURITY NATIONAL TRUST CO	15	10	0.01%	0.18%	2.83%	Q2 2013	Q3 2021	25
Sowell Financial Services LLC	17	8	0.04%	0.24%	0.76%	Q2 2017	Q3 2023	25
First Command Financial Services, Inc.	25	25	0.00%	0.02%	0.04%	Q2 2017	Q2 2023	25
First Command Bank	25	25	0.00%	0.02%	0.04%	Q2 2017	Q2 2023	25
HARVEST CAPITAL MANAGEMENT INC	25	25	4.09%	6.59%	8.77%	Q2 2013	Q2 2019	25
Front Row Advisors LLC	24	24	0.15%	0.19%	0.27%	Q4 2017	Q3 2023	24
S&T BANK/PA	13	1	0.09%	0.35%	2.15%	Q2 2017	Q3 2023	24
C M BIDWELL & ASSOCIATES LTD	24	24	1.49%	2.46%	2.89%	Q4 2017	Q3 2023	24
NOTTINGHAM ADVISORS, INC.	19	1	0.03%	0.24%	0.55%	Q1 2016	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.24%	1.00%	2.36%	Q4 2017	Q3 2023	24
CYPRESS CAPITAL MANAGEMENT LLC	24	24	0.07%	0.12%	0.16%	Q4 2016	Q3 2022	24
CHAI TRUST CO LLC	24	24	0.03%	1.61%	3.66%	Q4 2017	Q3 2023	24
First American Bank	9	4	0.02%	0.06%	0.10%	Q1 2015	Q4 2021	24
American Trust Investment Advisors, LLC	17	3	0.11%	1.63%	2.44%	Q4 2014	Q1 2022	24
AdvisorNet Financial, Inc	24	24	0.01%	0.47%	1.47%	Q4 2017	Q3 2023	24
WealthTrust Fairport, LLC	24	24	0.03%	0.05%	0.08%	Q2 2013	Q1 2019	24
Palisade Asset Management, LLC	24	24	0.12%	0.16%	0.22%	Q4 2017	Q3 2023	24
TD Ameritrade Trust Co	24	24	0.68%	2.24%	11.10%	Q2 2013	Q1 2019	24
Retirement Systems of Alabama	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
Dakota Wealth Management	17	7	0.04%	0.11%	0.23%	Q2 2017	Q3 2023	24
Krilogy Financial LLC	16	1	0.02%	0.07%	0.14%	Q3 2016	Q3 2023	24
Cliffwater LLC	24	24	9.22%	18.31%	27.79%	Q4 2017	Q3 2023	24
BerganKDV Wealth Management, LLC	24	24	0.02%	0.58%	2.38%	Q3 2017	Q2 2023	24
Chandler Asset Management, Inc.	24	24	6.86%	9.23%	11.62%	Q4 2017	Q3 2023	24
Peak Financial Management, Inc.	13	1	0.10%	0.35%	2.17%	Q4 2015	Q3 2023	24
Mutual Advisors, LLC	24	24	0.09%	0.50%	1.06%	Q4 2017	Q3 2023	24
YorkBridge Wealth Partners, LLC	13	11	0.00%	0.11%	0.22%	Q4 2016	Q4 2022	24
Forefront Analytics, LLC	24	24	2.63%	4.81%	7.60%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.01%	0.04%	0.07%	Q4 2017	Q3 2023	24
Jordan Park Group LLC	24	24	2.23%	3.75%	7.60%	Q4 2017	Q3 2023	24
Csenge Advisory Group	19	5	0.02%	0.09%	0.14%	Q3 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.87%	1.41%	2.18%	Q4 2017	Q3 2023	24
Trilogy Capital Inc.	24	24	2.30%	3.39%	9.11%	Q4 2017	Q3 2023	24
Trellis Advisors, LLC	24	24	4.13%	5.28%	6.12%	Q4 2017	Q3 2023	24
KILEY JUERGENS WEALTH MANAGEMENT, LLC	24	24	0.20%	0.39%	0.63%	Q4 2017	Q3 2023	24
Manning & Napier Group, LLC	24	24	0.12%	0.22%	0.31%	Q4 2017	Q3 2023	24
PrairieView Partners, LLC	24	24	1.98%	2.39%	2.71%	Q4 2017	Q3 2023	24
Columbus Macro, LLC	24	24	0.20%	1.05%	1.89%	Q4 2017	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	0.27%	0.41%	0.69%	Q4 2017	Q3 2023	24
Taylor Hoffman Wealth Management	24	24	0.07%	1.47%	2.72%	Q4 2017	Q3 2023	24
Gradient Capital Advisors, LLC	24	24	1.12%	1.69%	2.14%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.08%	0.13%	0.30%	Q4 2017	Q3 2023	24
Sanctuary Wealth Management, L.L.C.	21	1	1.50%	7.32%	27.46%	Q1 2010	Q3 2023	24
Stordahl Capital Management, Inc.	24	24	0.28%	2.49%	5.62%	Q4 2017	Q3 2023	24
Holistic Financial Partners	24	24	0.21%	2.70%	10.55%	Q4 2017	Q3 2023	24
Bigelow Investment Advisors, LLC	24	24	0.76%	0.91%	1.43%	Q4 2017	Q3 2023	24
LexAurum Advisors, LLC	24	24	0.09%	0.25%	0.52%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	0.01%	0.66%	1.95%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.18%	0.54%	1.12%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.01%	0.15%	0.32%	Q4 2017	Q3 2023	24
FINANCIAL LIFE ADVISORS	24	24	0.30%	1.40%	2.84%	Q4 2017	Q3 2023	24
Towerpoint Wealth, LLC	24	24	3.48%	5.86%	11.50%	Q4 2017	Q3 2023	24
Paulson Wealth Management Inc.	24	24	0.66%	1.58%	2.77%	Q4 2017	Q3 2023	24
CNB Bank	24	24	0.01%	0.20%	0.43%	Q4 2017	Q3 2023	24
Rossmore Private Capital	24	24	0.44%	1.41%	3.80%	Q4 2017	Q3 2023	24
Rice Partnership, LLC	24	24	0.15%	0.45%	0.91%	Q4 2017	Q3 2023	24
Wells Trecaso Financial Group, LLC	24	24	0.26%	0.55%	0.74%	Q4 2017	Q3 2023	24
VISTA INVESTMENT MANAGEMENT	24	24	0.40%	0.57%	0.85%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	1.19%	1.86%	2.80%	Q4 2017	Q3 2023	24
L. Roy Papp & Associates, LLP	17	1	0.05%	0.08%	0.11%	Q3 2015	Q4 2021	24
CALTON & ASSOCIATES, INC.	24	24	0.16%	0.55%	1.16%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	7.25%	9.68%	12.65%	Q4 2017	Q3 2023	24
TOTH FINANCIAL ADVISORY CORP	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.07%	0.22%	0.73%	Q4 2017	Q3 2023	24
Versant Capital Management, Inc	12	1	0.00%	0.15%	0.73%	Q4 2015	Q4 2023	23
S&CO INC	23	23	0.02%	0.03%	0.04%	Q1 2018	Q3 2023	23
NAPLES GLOBAL ADVISORS, LLC	20	3	0.06%	0.19%	0.60%	Q4 2013	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.58%	0.95%	1.42%	Q2 2013	Q1 2019	23
Ironwood Wealth Management, LLC.	22	1	0.04%	0.33%	1.69%	Q3 2017	Q3 2023	23
Glenview Trust Co	14	1	0.01%	0.10%	0.22%	Q4 2015	Q3 2023	23
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	20	3	0.00%	0.05%	0.14%	Q4 2017	Q3 2023	23
FIDUCIENT ADVISORS LLC	23	23	0.37%	3.99%	11.82%	Q1 2018	Q3 2023	23
Claybrook Capital, LLC	19	4	0.08%	0.80%	1.68%	Q4 2017	Q3 2023	23
BNP PARIBAS FINANCIAL MARKETS	23	23	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	23
SevenBridge Financial Group, LLC	15	8	0.07%	0.13%	0.21%	Q2 2016	Q1 2022	23
Nikulski Financial, Inc.	23	23	0.47%	0.99%	1.90%	Q1 2018	Q3 2023	23
Nelson Capital Management, LLC	23	23	2.99%	3.91%	5.25%	Q1 2018	Q3 2023	23
Keystone Financial Group	21	2	0.14%	0.38%	1.45%	Q4 2017	Q3 2023	23
CreativeOne Wealth, LLC	23	23	2.41%	2.92%	4.16%	Q1 2018	Q3 2023	23
Relaxing Retirement Coach	23	23	0.08%	0.28%	0.58%	Q4 2017	Q2 2023	23
HERITAGE INVESTORS MANAGEMENT CORP	13	3	0.01%	0.01%	0.02%	Q1 2017	Q2 2023	23
MGO ONE SEVEN LLC	21	2	0.11%	0.56%	1.19%	Q4 2017	Q3 2023	23
One Wealth Advisors, LLC	19	4	0.44%	7.90%	13.79%	Q4 2017	Q3 2023	23
Baystate Wealth Management LLC	12	11	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	23
WealthTrust-Arizona, LLC	23	23	0.36%	0.89%	2.03%	Q2 2013	Q4 2018	23
Portland Global Advisors LLC	18	5	0.13%	1.01%	2.13%	Q4 2014	Q3 2023	23
LAKE STREET ADVISORS GROUP, LLC	15	8	5.65%	6.99%	8.76%	Q4 2017	Q3 2023	23
Capital Investment Advisory Services, LLC	13	10	0.04%	0.14%	0.26%	Q3 2017	Q3 2023	23
NORTH STAR ASSET MANAGEMENT INC	19	4	0.02%	0.03%	0.05%	Q4 2017	Q3 2023	23
Paracle Advisors, LLC	23	23	0.22%	4.47%	6.57%	Q3 2015	Q1 2021	23
WELLINGTON MANAGEMENT GROUP LLP	18	5	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	23
Integrated Wealth Concepts LLC	21	2	0.07%	0.29%	0.64%	Q4 2017	Q3 2023	23
Bison Wealth, LLC	18	5	0.19%	0.38%	0.89%	Q4 2015	Q3 2021	23
Peak Asset Management, LLC	12	3	0.05%	0.19%	0.32%	Q4 2014	Q3 2023	23
Drexel Morgan & Co.	23	23	0.18%	0.53%	1.24%	Q4 2015	Q2 2021	23
Sabal Trust CO	23	23	0.02%	0.18%	0.84%	Q1 2018	Q3 2023	23
Rockefeller Capital Management L.P.	23	23	0.00%	0.27%	0.51%	Q1 2018	Q3 2023	23
Tradewinds Capital Management, LLC	17	3	0.00%	0.01%	0.04%	Q3 2015	Q3 2023	23
Avantax Planning Partners, Inc.	13	2	0.01%	0.04%	0.12%	Q4 2016	Q3 2023	23
DeGreen Capital Management LLC	23	23	0.79%	11.61%	22.58%	Q1 2016	Q3 2021	23
Peninsula Wealth, LLC	23	23	7.10%	13.01%	21.95%	Q1 2018	Q3 2023	23
Camarda Financial Advisors, LLC	13	1	0.03%	2.28%	7.20%	Q2 2013	Q1 2022	23
CITIZENS FINANCIAL GROUP INC/RI	22	1	0.00%	0.06%	0.12%	Q2 2016	Q3 2023	23
Bridgewater Associates	23	23	0.04%	1.06%	2.42%	Q2 2017	Q4 2022	23
INTRUST BANK NA	23	23	0.08%	3.01%	4.35%	Q1 2018	Q3 2023	23
COLDSTREAM CAPITAL MANAGEMENT INC	12	1	0.02%	0.62%	2.05%	Q4 2015	Q3 2023	23
Doyle Wealth Management	23	23	0.05%	0.42%	0.94%	Q1 2017	Q3 2022	23
SUNTRUST BANKS INC	22	22	0.00%	0.11%	0.25%	Q2 2014	Q3 2019	22
FIDUCIARY TRUST INTERNATIONAL LLC	15	7	0.03%	0.78%	2.20%	Q2 2013	Q2 2020	22
BBVA USA Bancshares, Inc.	20	2	0.01%	0.09%	0.18%	Q1 2015	Q1 2021	22
Winch Advisory Services, LLC	15	1	0.00%	0.02%	0.42%	Q1 2014	Q3 2023	22
Brand Asset Management Group, Inc.	22	22	0.22%	0.52%	0.84%	Q2 2018	Q3 2023	22
HALL LAURIE J TRUSTEE	13	9	0.28%	0.68%	1.17%	Q4 2017	Q3 2023	22
Icon Wealth Partners, LLC	19	3	0.03%	0.08%	0.20%	Q4 2017	Q3 2023	22
Hartford Financial Management Inc.	22	22	0.00%	0.01%	0.11%	Q2 2018	Q3 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.09%	0.18%	0.26%	Q2 2018	Q3 2023	22
Financial Enhancement Group LLC	22	22	0.00%	1.17%	4.70%	Q2 2017	Q3 2022	22
WASHINGTON TRUST Co	22	22	0.00%	0.02%	0.05%	Q2 2018	Q3 2023	22
GM Advisory Group, LLC	22	22	0.04%	0.90%	12.47%	Q4 2015	Q1 2021	22
CX Institutional	22	22	0.03%	0.11%	0.42%	Q2 2018	Q3 2023	22
Pathway Financial Advisors LLC	14	8	0.15%	0.23%	0.50%	Q4 2017	Q3 2023	22
Evensky & Katz LLC	22	22	0.01%	0.03%	0.09%	Q2 2018	Q3 2023	22
PRICE T ROWE ASSOCIATES INC /MD/	18	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	22
B & T Capital Management DBA Alpha Capital Management	21	1	0.09%	0.11%	0.15%	Q1 2018	Q3 2023	22
Certified Advisory Corp	11	11	0.02%	0.21%	0.79%	Q4 2017	Q3 2023	22
1834 INVESTMENT ADVISORS CO	16	6	0.00%	0.08%	0.68%	Q4 2017	Q3 2023	22
ENTERPRISE FINANCIAL SERVICES CORP	22	22	0.00%	0.06%	0.14%	Q1 2017	Q2 2022	22
RiverGlades Family Offices LLC	14	4	2.29%	4.85%	7.13%	Q4 2017	Q3 2023	22
PFG Advisors	17	5	0.21%	0.71%	2.46%	Q4 2017	Q3 2023	22
Wilshire Advisors LLC	22	22	5.66%	8.72%	19.78%	Q4 2015	Q1 2021	22
WESTWOOD HOLDINGS GROUP INC	21	1	0.06%	0.60%	1.22%	Q2 2017	Q3 2023	22
Capital Investment Advisors, LLC	14	8	0.01%	0.02%	0.04%	Q2 2018	Q4 2023	22
Corient Capital Partners, LLC	13	9	0.05%	0.86%	2.25%	Q3 2016	Q3 2022	22
Asset Management Group, Inc.	22	22	0.07%	0.09%	0.11%	Q2 2018	Q3 2023	22
Fieldpoint Private Securities, LLC	22	22	0.04%	0.89%	4.14%	Q1 2017	Q2 2022	22
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	14	8	0.00%	0.03%	0.16%	Q1 2018	Q3 2023	22
CAMDEN NATIONAL BANK	22	22	0.11%	0.90%	1.55%	Q2 2018	Q3 2023	22
Private Ocean, LLC	20	2	0.02%	0.68%	1.11%	Q1 2018	Q3 2023	22
HM Capital Management, LLC	22	22	0.27%	2.11%	3.00%	Q2 2017	Q3 2022	22
Smith & Howard Wealth Management, LLC	18	1	0.01%	3.21%	5.28%	Q2 2013	Q3 2023	22
Vigilant Capital Management, LLC	6	1	0.00%	0.01%	0.04%	Q1 2014	Q2 2022	22
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	22	22	0.10%	0.41%	0.60%	Q2 2018	Q3 2023	22
Clear Perspective Advisors, LLC	21	21	0.16%	0.37%	0.75%	Q4 2016	Q4 2021	21
Jentner Corp	20	1	0.20%	0.44%	0.91%	Q2 2018	Q3 2023	21
B. Riley Wealth Management, Inc.	9	4	0.01%	0.24%	0.71%	Q1 2014	Q2 2022	21
Pinnacle Bancorp, Inc.	20	1	0.13%	0.34%	0.67%	Q1 2017	Q3 2023	21
Parkside Advisors LLC	21	21	0.11%	2.46%	5.83%	Q4 2018	Q4 2023	21
Westover Capital Advisors, LLC	9	3	0.12%	1.56%	2.61%	Q1 2015	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	2.08%	2.66%	4.13%	Q3 2018	Q3 2023	21
Global Trust Asset Management, LLC	13	8	0.01%	0.07%	0.17%	Q4 2017	Q3 2023	21
ADVISORY RESEARCH INC	21	21	0.01%	0.11%	0.23%	Q3 2018	Q3 2023	21
Aevitas Wealth Management, Inc.	21	21	0.19%	0.78%	2.34%	Q4 2017	Q4 2022	21
3D ASSET MANAGEMENT, INC	20	1	0.05%	0.09%	0.18%	Q2 2013	Q3 2020	21
Heritage Way Advisors, LLC	21	21	3.59%	4.45%	5.84%	Q4 2016	Q4 2021	21
Mosaic Financial Partners, Inc.	21	21	2.40%	2.97%	3.88%	Q2 2013	Q2 2018	21
Main Management LLC	21	21	0.00%	0.03%	0.08%	Q3 2018	Q3 2023	21
ROFFMAN MILLER ASSOCIATES INC /PA/	21	21	0.06%	0.07%	0.10%	Q3 2018	Q3 2023	21
Resource Planning Group	21	21	2.11%	3.81%	5.55%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.36%	0.67%	1.49%	Q3 2018	Q3 2023	21
TWO SIGMA SECURITIES, LLC	11	1	0.01%	0.14%	0.95%	Q3 2016	Q3 2023	21
VERITY Wealth Advisors	21	21	2.25%	2.42%	2.60%	Q4 2018	Q4 2023	21
StoneX Group Inc.	18	3	0.12%	0.23%	0.46%	Q3 2017	Q3 2023	21
Lenox Wealth Advisors, LLC	19	1	0.01%	0.26%	0.77%	Q1 2015	Q1 2022	21
Blue Chip Partners, LLC	21	21	0.11%	1.02%	2.38%	Q4 2014	Q4 2019	21
FC Advisory LLC	14	7	0.12%	0.54%	1.59%	Q2 2018	Q4 2023	21
WALLER FINANCIAL PLANNING GROUP, INC	21	21	2.34%	2.71%	3.66%	Q4 2018	Q4 2023	21
Conservest Capital Advisors, Inc.	21	21	0.05%	0.49%	0.83%	Q3 2018	Q3 2023	21
CONNING INC.	21	21	0.01%	0.06%	0.10%	Q3 2018	Q3 2023	21
FAS Wealth Partners, Inc.	14	1	0.02%	0.07%	0.15%	Q3 2016	Q3 2023	21
Signature Financial Management, Inc.	21	21	0.22%	1.69%	3.86%	Q4 2013	Q4 2018	21
Cambria Investment Management, L.P.	10	3	0.07%	0.65%	1.72%	Q4 2014	Q2 2021	21
Westside Investment Management, Inc.	11	1	0.00%	0.04%	0.32%	Q4 2016	Q3 2023	21
Artemis Wealth Advisors, LLC	21	21	0.02%	0.04%	0.09%	Q3 2017	Q3 2022	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	2.24%	4.51%	7.57%	Q4 2017	Q4 2022	21
Apriem Advisors	6	1	0.00%	0.85%	3.94%	Q4 2014	Q3 2023	21
WATERS PARKERSON & CO., LLC	21	21	0.03%	0.08%	0.16%	Q3 2018	Q3 2023	21
Carnegie Capital Asset Management, LLC	15	5	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	20
THOROUGHBRED FINANCIAL SERVICES, LLC	20	20	0.12%	0.25%	0.44%	Q4 2018	Q3 2023	20
TRUST DEPARTMENT MB FINANCIAL BANK N A	19	1	0.00%	0.10%	0.87%	Q4 2013	Q1 2019	20
Lee Financial Co	11	4	0.00%	0.02%	0.14%	Q2 2017	Q4 2022	20
BOYS ARNOLD & CO INC	20	20	0.07%	0.40%	0.71%	Q2 2015	Q1 2020	20
M Holdings Securities, Inc.	13	1	0.02%	0.13%	0.31%	Q3 2014	Q1 2022	20
MARSHALL FINANCIAL GROUP INC /ADV	20	20	1.31%	3.04%	4.17%	Q4 2018	Q3 2023	20
Whitnell & Co.	17	3	0.04%	1.36%	2.33%	Q4 2014	Q4 2019	20
MONECO Advisors, LLC	20	20	0.15%	0.36%	0.61%	Q4 2018	Q3 2023	20
Lutz Financial Services LLC	20	20	0.03%	1.71%	6.04%	Q4 2017	Q3 2022	20
MBM Wealth Consultants, LLC	20	20	2.78%	3.36%	3.88%	Q4 2018	Q3 2023	20
Hardy Reed LLC	20	20	0.30%	2.30%	7.75%	Q4 2018	Q3 2023	20
TOWNSQUARE CAPITAL LLC	20	20	0.02%	0.08%	0.45%	Q4 2018	Q3 2023	20
RHS Financial, LLC	20	20	0.48%	1.53%	2.72%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.96%	1.26%	1.66%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.07%	0.24%	0.71%	Q4 2018	Q3 2023	20
Sepio Capital, LP	20	20	1.32%	3.07%	5.11%	Q4 2018	Q3 2023	20
F3Logic, LLC	20	20	0.02%	0.30%	1.57%	Q1 2018	Q4 2022	20
JFG Wealth Management, LLC	20	20	1.13%	8.64%	12.80%	Q4 2018	Q3 2023	20
Essex Savings Bank	20	20	0.11%	0.40%	0.77%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.05%	0.21%	0.64%	Q4 2018	Q3 2023	20
Elwood & Goetz Wealth Advisory Group, LLC	20	20	0.48%	8.10%	12.76%	Q4 2018	Q3 2023	20
Strategic Investment Advisors / MI	20	20	2.00%	3.37%	7.92%	Q4 2018	Q3 2023	20
Next Capital Management LLC	20	20	0.18%	0.74%	2.84%	Q4 2018	Q3 2023	20
Lindbrook Capital, LLC	20	20	0.24%	0.43%	0.69%	Q4 2018	Q3 2023	20
Hillcrest Wealth Advisors - NY, LLC	20	20	1.53%	3.43%	5.35%	Q4 2018	Q3 2023	20
Elmwood Wealth Management, Inc.	8	2	0.02%	1.59%	2.99%	Q1 2018	Q3 2023	20
Great Point Wealth Advisors, LLC	20	20	0.18%	0.65%	1.67%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.51%	1.94%	4.25%	Q4 2018	Q3 2023	20
Global Strategic Investment Solutions, LLC	20	20	0.53%	5.01%	12.24%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.03%	0.20%	0.57%	Q4 2018	Q3 2023	20
Prime Capital Investment Advisors, LLC	19	1	0.01%	0.05%	0.12%	Q2 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.43%	1.73%	2.44%	Q4 2018	Q3 2023	20
Full Sail Capital, LLC	20	20	0.24%	1.95%	3.26%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	4.02%	10.52%	21.15%	Q4 2018	Q3 2023	20
Black Diamond Financial, LLC	20	20	1.42%	1.88%	2.80%	Q4 2018	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	0.25%	2.40%	4.28%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.88%	1.85%	3.89%	Q4 2018	Q3 2023	20
Aspire Private Capital, LLC	20	20	4.02%	4.90%	5.62%	Q4 2018	Q3 2023	20
Larson Financial Group LLC	20	20	0.01%	0.05%	0.10%	Q4 2018	Q3 2023	20
MA Private Wealth	20	20	0.91%	2.50%	3.71%	Q4 2018	Q3 2023	20
Providence Capital Advisors, LLC	20	20	0.00%	0.01%	0.10%	Q4 2018	Q3 2023	20
Global Wealth Management Investment Advisory, Inc.	20	20	0.68%	1.17%	1.53%	Q4 2018	Q3 2023	20
Bay Harbor Wealth Management, LLC	20	20	7.36%	8.61%	9.60%	Q4 2018	Q3 2023	20
Foster Victor Wealth Advisors, LLC	20	20	0.08%	0.16%	0.34%	Q4 2018	Q3 2023	20
Apollon Wealth Management, LLC	20	20	0.45%	0.85%	2.34%	Q4 2018	Q3 2023	20
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.10%	0.70%	4.07%	Q4 2018	Q3 2023	20
GREAT VALLEY ADVISOR GROUP, INC.	20	20	0.06%	0.25%	1.01%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.73%	1.58%	2.77%	Q4 2017	Q4 2022	20
Wealthfront Advisers LLC	20	20	7.01%	12.17%	15.61%	Q4 2018	Q3 2023	20
BRIDGES INVESTMENT MANAGEMENT INC	20	20	0.45%	1.37%	3.43%	Q4 2018	Q3 2023	20
Affiance Financial, LLC	17	1	0.02%	0.37%	0.90%	Q1 2016	Q4 2022	20
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	20	20	0.92%	5.95%	13.06%	Q3 2014	Q2 2019	20
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	20	20	2.15%	9.78%	18.86%	Q2 2017	Q1 2022	20
GABLES CAPITAL MANAGEMENT INC.	20	20	0.02%	0.07%	0.10%	Q4 2018	Q3 2023	20
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	10	1	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	20
Franklin, Parlapiano, Turner & Welch, LLC	20	20	0.09%	0.53%	0.74%	Q2 2015	Q1 2020	20
Windhaven Investment Management, Inc.	20	20	2.41%	6.39%	15.79%	Q2 2013	Q1 2018	20
Magnus Financial Group LLC	20	20	0.18%	0.36%	0.61%	Q4 2018	Q3 2023	20
TPG Financial Advisors, LLC	20	20	1.12%	1.62%	2.34%	Q4 2018	Q3 2023	20
Ally Invest Advisors Inc.	20	20	18.62%	19.63%	20.89%	Q4 2018	Q3 2023	20
Sand Hill Global Advisors, LLC	20	20	0.21%	0.56%	1.36%	Q4 2018	Q3 2023	20
Community Financial Services Group, LLC	18	1	0.04%	0.25%	0.38%	Q4 2014	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.03%	0.19%	0.46%	Q4 2014	Q3 2019	20
EAGLE GLOBAL ADVISORS LLC	20	20	0.03%	0.04%	0.17%	Q4 2018	Q3 2023	20
Fortis Advisors, LLC	12	8	0.00%	1.72%	8.07%	Q2 2018	Q3 2023	20
Broadview Financial Management, LLC	20	20	4.06%	4.66%	5.40%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	2.73%	5.47%	8.80%	Q4 2016	Q3 2021	20
O'Brien Wealth Partners LLC	18	2	0.10%	2.23%	9.74%	Q4 2015	Q3 2022	20
Summit Financial, LLC	20	20	0.10%	0.79%	1.58%	Q4 2018	Q3 2023	20
Legacy Bridge, LLC	20	20	0.38%	0.94%	1.28%	Q4 2018	Q3 2023	20
Cheviot Value Management, LLC	17	3	0.07%	0.12%	0.23%	Q1 2018	Q3 2023	20
Riverpoint Wealth Management Holdings, LLC	20	20	3.60%	8.93%	12.22%	Q4 2018	Q3 2023	20
Archer Investment Corp	20	20	0.00%	0.09%	0.18%	Q4 2018	Q3 2023	20
Wellesley Investment Partners, LLC	20	20	8.84%	9.65%	10.40%	Q4 2015	Q3 2020	20
O'Dell Group, LLC	20	20	0.26%	0.60%	1.31%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	3.10%	4.35%	6.48%	Q4 2015	Q3 2020	20
Venturi Wealth Management, LLC	13	1	0.02%	0.46%	3.69%	Q4 2016	Q3 2023	20
CAPE COD FIVE CENTS SAVINGS BANK	20	20	0.64%	1.13%	1.84%	Q4 2018	Q3 2023	20
ROCKLAND TRUST CO	8	1	0.01%	0.06%	0.26%	Q4 2014	Q3 2023	20
BOSTON RESEARCH & MANAGEMENT INC	20	20	0.17%	0.27%	0.41%	Q4 2018	Q3 2023	20
HARDING LOEVNER LP	18	1	0.00%	0.01%	0.07%	Q4 2014	Q3 2023	20
One Day In July LLC	20	20	1.77%	3.24%	4.79%	Q4 2018	Q3 2023	20
Hurlow Wealth Management Group, Inc.	20	20	3.64%	6.63%	8.64%	Q4 2018	Q3 2023	20
WRAPMANAGER INC	13	7	0.16%	1.73%	3.68%	Q3 2012	Q4 2018	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.21%	0.91%	1.85%	Q1 2016	Q4 2020	20
Pensionmark Financial Group, LLC	20	20	0.20%	0.24%	0.33%	Q4 2018	Q3 2023	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.10%	0.84%	2.67%	Q4 2018	Q3 2023	20
SUMMIT FINANCIAL GROUP, INC.	18	2	0.17%	1.38%	2.88%	Q2 2018	Q3 2023	20
Wealthspire Advisors, LLC	20	20	5.10%	9.35%	19.79%	Q4 2018	Q3 2023	20
Ellevest, Inc.	20	20	11.08%	12.53%	15.25%	Q4 2018	Q3 2023	20
River Wealth Advisors LLC	15	5	0.08%	0.17%	0.28%	Q4 2017	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.09%	0.38%	0.69%	Q4 2018	Q3 2023	20
Brio Consultants, LLC	20	20	0.08%	2.76%	11.40%	Q4 2018	Q3 2023	20
MEEDER ASSET MANAGEMENT INC	18	1	0.01%	0.81%	3.00%	Q3 2017	Q3 2023	20
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	12	8	1.57%	11.99%	17.17%	Q4 2015	Q4 2020	20
HoyleCohen, LLC	20	20	0.25%	0.91%	3.16%	Q4 2018	Q3 2023	20
INTEGRATED CAPITAL MANAGEMENT, INC.	20	20	1.20%	7.04%	13.87%	Q4 2018	Q3 2023	20
Horizon Investments, LLC	11	1	0.17%	0.49%	1.07%	Q3 2014	Q3 2023	20
Fort Sheridan Advisors LLC	20	20	0.19%	0.73%	1.33%	Q4 2018	Q3 2023	20
Stanley-Laman Group, Ltd.	19	1	0.04%	0.09%	0.19%	Q3 2018	Q3 2023	20
Allen Capital Group, LLC	20	20	0.16%	0.45%	3.29%	Q4 2018	Q3 2023	20
Tidal Investments LLC	20	20	0.88%	2.39%	3.96%	Q4 2018	Q3 2023	20
Sunesis Advisors, LLC	19	1	3.17%	4.15%	4.69%	Q3 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.02%	0.05%	0.15%	Q4 2013	Q3 2018	20
GHP Investment Advisors, Inc.	20	20	1.15%	1.58%	2.22%	Q4 2018	Q3 2023	20
Redmond Asset Management, LLC	19	1	0.08%	0.14%	0.17%	Q3 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.00%	0.01%	0.01%	Q3 2017	Q2 2022	20
American Portfolios Advisors	20	20	0.45%	0.63%	0.91%	Q4 2017	Q3 2022	20
CULLEN/FROST BANKERS, INC.	10	1	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	19
Parallax Volatility Advisers, L.P.	19	19	0.00%	0.00%	0.00%	Q4 2014	Q2 2019	19
WEALTHFRONT Corp	19	19	10.59%	13.39%	19.42%	Q1 2014	Q3 2018	19
THOMPSON DAVIS & CO., INC.	19	19	0.00%	0.01%	0.02%	Q4 2013	Q2 2018	19
Institute for Wealth Management, LLC.	19	19	0.22%	0.40%	0.65%	Q1 2019	Q3 2023	19
UNIVEST FINANCIAL Corp	10	4	0.07%	0.10%	0.14%	Q3 2018	Q3 2023	19
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/	17	2	0.64%	1.49%	2.68%	Q4 2018	Q3 2023	19
INVERNESS COUNSEL LLC /NY/	19	19	0.04%	0.05%	0.06%	Q1 2018	Q3 2022	19
Annex Advisory Services, LLC	12	1	0.02%	1.38%	3.71%	Q2 2016	Q2 2022	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.22%	0.65%	2.09%	Q1 2019	Q3 2023	19
MARINER INDEPENDENT ADVISOR NETWORK, LLC	16	3	0.06%	0.12%	0.16%	Q4 2017	Q3 2022	19
INTERACTIVE FINANCIAL ADVISORS, INC.	18	1	0.00%	2.06%	6.32%	Q3 2018	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	0.09%	0.24%	0.52%	Q1 2019	Q3 2023	19
STATE OF MICHIGAN RETIREMENT SYSTEM	19	19	0.08%	0.09%	0.11%	Q2 2013	Q4 2017	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.14%	0.49%	1.16%	Q3 2018	Q3 2023	19
Rafferty Asset Management, LLC	10	9	0.02%	0.17%	0.74%	Q3 2014	Q2 2020	19
Alpha Cubed Investments, LLC	13	1	0.02%	0.05%	0.12%	Q3 2018	Q3 2023	19
Schoolcraft Capital LLC	19	19	1.46%	2.42%	3.84%	Q1 2019	Q3 2023	19
Quantitative Advantage, LLC	11	3	1.48%	3.61%	6.11%	Q2 2013	Q2 2019	19
Numeric Investors LLC	19	19	0.00%	0.01%	0.02%	Q2 2013	Q4 2017	19
IFC Holdings Incorporated/FL	19	19	2.26%	4.56%	6.52%	Q2 2013	Q4 2017	19
NATIONAL PLANNING CORP	19	19	1.24%	2.21%	8.85%	Q2 2013	Q4 2017	19
FORVIS Wealth Advisors, LLC	12	1	0.02%	0.05%	0.10%	Q1 2015	Q3 2023	19
INVESTMENT CENTERS OF AMERICA INC	19	19	0.10%	3.89%	33.71%	Q2 2013	Q4 2017	19
SII INVESTMENTS INC/WI	19	19	1.29%	2.87%	4.16%	Q2 2013	Q4 2017	19
One Capital Management, LLC	15	1	0.03%	0.10%	0.52%	Q3 2014	Q3 2023	19
Opus Capital Group, LLC	19	19	0.58%	2.03%	2.90%	Q1 2019	Q3 2023	19
SECURITY NATIONAL BANK OF SO DAK	17	2	0.38%	0.69%	1.03%	Q4 2018	Q3 2023	19
FormulaFolio Investments, LLC	19	19	0.02%	0.14%	0.40%	Q4 2016	Q2 2021	19
Buffington Mohr McNeal	19	19	0.10%	0.18%	0.45%	Q2 2017	Q4 2021	19
COURIER CAPITAL LLC	6	1	0.02%	0.04%	0.07%	Q3 2017	Q3 2023	19
WealthPLAN Partners, LLC	12	1	0.01%	0.10%	0.32%	Q4 2015	Q2 2023	19
US FINANCIAL ADVISORS, LLC	12	7	0.06%	0.87%	2.07%	Q4 2014	Q3 2023	19
BOENNING & SCATTERGOOD, INC.	19	19	0.25%	0.35%	0.99%	Q2 2018	Q4 2022	19
PACIFIC FINANCIAL GROUP INC	19	19	0.05%	1.28%	5.01%	Q1 2019	Q3 2023	19
EVERGREEN CAPITAL MANAGEMENT LLC	14	5	0.02%	0.05%	0.14%	Q4 2018	Q3 2023	19
Zions Bancorporation, N.A.	19	19	0.03%	0.16%	0.39%	Q1 2019	Q3 2023	19
Connecticut Wealth Management, LLC	10	9	0.04%	2.70%	4.27%	Q4 2018	Q3 2023	19
GREENLEAF TRUST	11	1	0.00%	0.01%	0.02%	Q3 2014	Q3 2023	19
PARTNERS CAPITAL INVESTMENT GROUP, LLP	15	4	0.02%	0.43%	1.06%	Q4 2018	Q3 2023	19
RBF Capital, LLC	12	7	0.10%	0.39%	1.70%	Q4 2017	Q3 2023	19
TSFG, LLC	19	19	0.02%	0.04%	0.05%	Q1 2019	Q3 2023	19
Financial Advisors Network, Inc.	17	1	0.12%	3.53%	5.63%	Q4 2016	Q3 2023	19
SCHRODERS IS Ltd	12	1	2.84%	18.61%	77.10%	Q1 2017	Q4 2022	19
PRINCIPAL FINANCIAL GROUP INC	12	7	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	19
Ferris Capital, LLC	16	3	2.16%	3.96%	5.59%	Q2 2017	Q1 2022	19
Belpointe Asset Management LLC	12	1	0.02%	0.14%	0.67%	Q3 2017	Q3 2023	19
Legacy Financial Strategies, LLC	19	19	1.19%	6.31%	11.51%	Q4 2017	Q2 2022	19
Arden Trust Co	19	19	0.16%	1.02%	4.79%	Q2 2019	Q4 2023	19
Realta Investment Advisors	19	19	0.07%	0.19%	0.74%	Q1 2019	Q3 2023	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.79%	5.07%	8.35%	Q1 2019	Q3 2023	19
MOODY LYNN & LIEBERSON, LLC	9	2	0.02%	0.65%	3.08%	Q2 2013	Q3 2023	19
WealthNavi Inc.	19	19	27.50%	28.11%	29.17%	Q1 2019	Q3 2023	19
RDA Financial Network	19	19	0.34%	1.82%	4.69%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	3.25%	4.23%	6.40%	Q1 2019	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	0.13%	0.19%	0.25%	Q1 2019	Q3 2023	19
Enterprise Bank & Trust Co	19	19	0.33%	0.51%	0.78%	Q1 2019	Q3 2023	19
Investors Research Corp	19	19	0.00%	0.07%	0.10%	Q1 2019	Q3 2023	19
Western Wealth Management, LLC	11	8	0.20%	0.50%	1.39%	Q4 2018	Q3 2023	19
Private Capital Group, LLC	19	19	2.19%	2.64%	3.37%	Q4 2017	Q2 2022	19
Altium Wealth Management LLC	19	19	2.60%	4.53%	5.81%	Q4 2017	Q2 2022	19
First National Bank of South Miami	19	19	0.03%	0.05%	0.15%	Q4 2018	Q2 2023	19
TimeScale Financial, Inc.	19	19	0.07%	0.09%	0.18%	Q4 2018	Q2 2023	19
Claro Advisors LLC	14	5	0.21%	0.36%	0.56%	Q4 2018	Q3 2023	19
Outlook Wealth Advisors, LLC	10	3	0.12%	0.41%	0.70%	Q4 2018	Q3 2023	18
Zhang Financial LLC	18	18	0.26%	0.33%	0.40%	Q2 2019	Q3 2023	18
RELIANCE TRUST CO OF DELAWARE	11	7	5.22%	5.62%	6.14%	Q2 2013	Q1 2019	18
MidWestOne Financial Group, Inc.	18	18	0.17%	0.43%	0.77%	Q2 2019	Q3 2023	18
Prestige Wealth Management Group LLC	13	5	0.00%	0.01%	0.04%	Q4 2018	Q3 2023	18
Foundations Investment Advisors, LLC	18	18	0.08%	0.12%	0.21%	Q2 2019	Q3 2023	18
Partnervest Advisory Services LLC	11	1	0.01%	0.59%	1.31%	Q3 2013	Q3 2020	18
Wealthstreet Investment Advisors, LLC	18	18	0.16%	0.28%	0.41%	Q4 2017	Q1 2022	18
SECURITY BENEFIT LIFE INSURANCE CO /KS/	10	8	0.35%	6.06%	25.45%	Q4 2018	Q3 2023	18
ROCKEFELLER FINANCIAL SERVICES INC	16	2	0.00%	0.00%	0.01%	Q2 2013	Q4 2017	18
First Bank & Trust	18	18	0.04%	4.08%	11.00%	Q2 2019	Q3 2023	18
HSBC HOLDINGS PLC	7	2	0.00%	0.02%	0.22%	Q1 2018	Q3 2023	18
WESBANCO BANK INC	11	3	0.01%	0.06%	0.17%	Q4 2017	Q3 2023	18
Beirne Wealth Consulting Services, LLC	14	1	0.20%	0.97%	5.65%	Q4 2018	Q3 2023	18
AMUSSEN HUNSAKER ASSOCIATES LLC	12	6	0.14%	1.09%	2.82%	Q2 2017	Q4 2021	18
RAY GERALD L & ASSOCIATES LTD	18	18	0.18%	0.23%	0.28%	Q2 2013	Q3 2017	18
SALEM INVESTMENT COUNSELORS INC	18	18	0.01%	0.02%	0.05%	Q2 2019	Q3 2023	18
Acorns Advisers, LLC	18	18	0.00%	5.70%	14.87%	Q4 2018	Q1 2023	18
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	3	0.00%	0.29%	0.46%	Q4 2016	Q3 2023	18
Avestar Capital, LLC	18	18	0.07%	1.11%	3.03%	Q4 2017	Q1 2022	18
Cribstone Capital Management, LLC	11	2	0.00%	0.29%	2.85%	Q3 2017	Q4 2022	18
NorthRock Partners, LLC	8	1	0.02%	0.07%	0.15%	Q3 2016	Q3 2023	18
Bell Bank	12	6	0.07%	0.36%	1.18%	Q2 2013	Q3 2023	18
Stratos Wealth Advisors, LLC	14	4	0.42%	1.62%	3.82%	Q4 2018	Q3 2023	18
Liberty Capital Management, Inc.	12	6	0.35%	0.83%	1.45%	Q1 2019	Q3 2023	18
Pinnacle Advisory Group, Inc.	16	1	0.03%	0.20%	0.27%	Q2 2016	Q1 2021	18
GUYASUTA INVESTMENT ADVISORS INC	18	18	0.03%	0.04%	0.05%	Q3 2014	Q4 2018	18
Vestmark Advisory Solutions, Inc.	18	18	0.01%	0.06%	0.18%	Q1 2019	Q2 2023	18
SVB WEALTH LLC	18	18	0.09%	0.13%	0.28%	Q2 2019	Q3 2023	18
Independence Advisors, LLC	18	18	1.46%	2.42%	3.26%	Q2 2016	Q3 2020	18
DELTA FINANCIAL ADVISORS LLC	18	18	0.58%	1.26%	3.83%	Q2 2019	Q3 2023	18
Financial Gravity Asset Management, Inc.	8	1	0.00%	0.04%	0.20%	Q1 2018	Q3 2023	18
Merit Financial Group, LLC	18	18	0.02%	0.32%	1.28%	Q2 2019	Q3 2023	18
Sterling Capital Management LLC	18	18	0.00%	0.05%	0.08%	Q2 2015	Q3 2019	18
RIVERSEDGE ADVISORS, LLC	18	18	3.66%	11.97%	15.83%	Q2 2019	Q3 2023	18
Canton Hathaway, LLC	18	18	0.02%	0.12%	0.61%	Q2 2019	Q3 2023	18
MAKENA CAPITAL MANAGEMENT LLC	14	4	0.68%	1.40%	4.17%	Q2 2015	Q3 2020	18
Commonwealth Equity Services, Inc	18	18	1.22%	1.98%	2.49%	Q2 2013	Q3 2017	18
COLTON GROOME FINANCIAL ADVISORS, LLC	18	18	0.33%	0.43%	0.66%	Q2 2019	Q3 2023	18
Semmax Financial Advisors Inc.	17	1	0.01%	3.50%	6.50%	Q4 2018	Q3 2023	18
FIRST BUSINESS FINANCIAL SERVICES, INC.	11	3	0.03%	0.04%	0.07%	Q4 2018	Q3 2023	18
MANNING & NAPIER ADVISORS LLC	18	18	0.01%	0.06%	0.43%	Q2 2013	Q3 2017	18
Sound Income Strategies, LLC	15	1	0.00%	0.01%	0.04%	Q4 2017	Q3 2023	18
SCOTIA CAPITAL INC.	11	1	0.00%	0.01%	0.01%	Q1 2016	Q3 2023	18
North Forty Management, LLC	18	18	3.96%	5.09%	7.09%	Q2 2013	Q3 2017	18
Vantage Investment Partners, LLC	18	18	0.01%	0.24%	0.76%	Q2 2016	Q3 2020	18
IFG Advisory, LLC	18	18	0.11%	0.31%	1.55%	Q2 2019	Q3 2023	18
CAMBIAR INVESTORS LLC	10	1	0.01%	0.22%	0.86%	Q3 2016	Q4 2022	18
RKL Wealth Management LLC	11	7	0.04%	0.11%	0.24%	Q2 2017	Q3 2023	18
GYL FINANCIAL SYNERGIES, LLC	8	4	0.06%	0.23%	0.64%	Q4 2018	Q3 2023	18
MEYER HANDELMAN CO	18	18	0.01%	0.03%	0.03%	Q4 2014	Q1 2019	18
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	17	0.02%	0.22%	0.38%	Q2 2017	Q2 2021	17
CAPITAL ADVISORS INC/OK	12	5	0.01%	0.02%	0.08%	Q4 2016	Q3 2023	17
JOYN Advisors, Inc.	14	3	0.20%	0.92%	1.49%	Q4 2015	Q1 2020	17
REGENTATLANTIC CAPITAL LLC	13	4	0.09%	0.74%	3.46%	Q4 2013	Q3 2022	17
Cordasco Financial Network	12	5	0.01%	0.24%	1.21%	Q4 2013	Q2 2022	17
Endurance Wealth Management, Inc.	17	17	0.00%	0.01%	0.02%	Q2 2019	Q2 2023	17
Vigilare Wealth Management	17	17	0.29%	0.41%	0.92%	Q4 2019	Q4 2023	17
Strategic Blueprint, LLC	17	17	0.06%	0.19%	0.35%	Q3 2019	Q3 2023	17
Beaumont Financial Partners, LLC	17	17	0.04%	0.06%	0.09%	Q3 2018	Q3 2022	17
Bedel Financial Consulting, Inc.	17	17	0.04%	0.34%	1.08%	Q1 2018	Q1 2022	17
FIFTH THIRD SECURITIES, INC.	8	1	0.10%	0.56%	1.12%	Q1 2016	Q3 2023	17
Clark Capital Management Group, Inc.	16	1	0.00%	0.14%	0.28%	Q2 2014	Q3 2023	17
ARCADIA INVESTMENT MANAGEMENT CORP/MI	12	1	0.01%	0.03%	0.06%	Q4 2015	Q3 2022	17
Old Port Advisors	16	1	0.08%	0.16%	0.24%	Q2 2018	Q3 2022	17
CAMBRIDGE TRUST CO	14	1	0.01%	0.63%	1.57%	Q2 2014	Q3 2023	17
AVIANCE CAPITAL MANAGEMENT, LLC	17	17	0.00%	0.18%	0.59%	Q1 2015	Q1 2019	17
HRT FINANCIAL LP	4	1	0.01%	0.10%	0.48%	Q1 2015	Q3 2023	17
WFG Advisors, LP	17	17	0.00%	0.01%	0.02%	Q2 2013	Q2 2017	17
MONARCH CAPITAL MANAGEMENT INC/	17	17	0.10%	0.31%	0.55%	Q3 2019	Q3 2023	17
Northwest Bancshares, Inc.	14	3	0.04%	0.14%	0.24%	Q2 2019	Q3 2023	17
LMCG INVESTMENTS, LLC	10	7	0.18%	0.26%	0.33%	Q2 2013	Q3 2023	17
BEACON TRUST CO	17	17	1.12%	2.34%	3.59%	Q1 2013	Q1 2017	17
Jacobsen Capital Management	14	3	12.35%	14.45%	16.50%	Q2 2019	Q3 2023	17
IFG Advisors, LLC	17	17	2.65%	3.59%	6.72%	Q3 2019	Q3 2023	17
Kinsight, LLC	17	17	5.67%	7.78%	10.45%	Q2 2013	Q2 2017	17
Stellar Capital Management, LLC	8	2	0.20%	2.56%	6.55%	Q4 2013	Q3 2018	17
Charles Schwab Trust Co	17	17	0.80%	3.08%	6.68%	Q3 2019	Q3 2023	17
EVOKE WEALTH, LLC	17	17	0.28%	1.46%	2.47%	Q3 2019	Q3 2023	17
Baldrige Asset Management LLC	17	17	2.32%	3.04%	3.74%	Q1 2019	Q1 2023	17
Physician Wealth Advisors, Inc.	17	17	0.09%	0.19%	0.30%	Q3 2019	Q3 2023	17
BRR OpCo, LLC	8	1	0.03%	0.10%	0.31%	Q3 2016	Q3 2022	17
PRUDENTIAL PLC	14	3	0.00%	0.01%	0.05%	Q3 2017	Q2 2023	17
Modus Advisors, LLC	17	17	0.30%	0.59%	1.71%	Q4 2019	Q4 2023	17
Pacifica Partners Inc.	17	17	0.00%	0.03%	0.07%	Q4 2019	Q4 2023	17
Weitz Investment Management	17	17	0.03%	0.03%	0.04%	Q4 2016	Q4 2020	17
AMG National Trust Bank	14	3	0.01%	0.07%	0.11%	Q4 2018	Q3 2023	17
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	13	4	0.15%	0.58%	1.14%	Q2 2013	Q1 2023	17
Lincoln Capital LLC	14	3	0.08%	0.11%	0.14%	Q2 2019	Q3 2023	17
Selective Wealth Management, Inc.	13	1	0.00%	0.09%	0.19%	Q3 2018	Q4 2023	17
TAP Consulting, LLC	12	1	0.05%	0.82%	2.79%	Q1 2019	Q3 2023	17
Highland Private Wealth Management	12	1	0.05%	5.55%	9.02%	Q2 2017	Q3 2022	17
Financial Insights, Inc.	16	1	0.21%	1.90%	6.54%	Q2 2019	Q3 2023	17
BANK OF NOVA SCOTIA	11	1	0.00%	0.08%	0.27%	Q2 2017	Q3 2023	17
Formidable Asset Management, LLC	14	3	0.07%	0.11%	0.25%	Q2 2019	Q3 2023	17
Efficient Advisors, LLC	12	2	0.00%	1.42%	3.17%	Q2 2016	Q3 2023	17
Bernicke Wealth Management, Ltd.	7	1	0.12%	0.22%	0.58%	Q4 2014	Q4 2019	17
TIFF ADVISORY SERVICES, LLC	12	1	1.24%	42.45%	90.09%	Q1 2014	Q2 2023	17
CAPSTONE ASSET MANAGEMENT CO	17	17	0.01%	0.01%	0.02%	Q2 2013	Q2 2017	17
Cascade Investment Advisors, Inc.	16	1	0.01%	0.02%	0.05%	Q3 2018	Q1 2023	17
iAB Financial Bank	17	17	0.79%	1.30%	2.00%	Q2 2013	Q2 2017	17
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16	1	0.00%	0.02%	0.07%	Q1 2019	Q3 2023	17
AQR Capital Management	16	1	0.02%	0.09%	0.28%	Q1 2017	Q3 2023	17
MASON STREET ADVISORS, LLC	17	17	0.07%	0.24%	0.49%	Q2 2013	Q2 2017	17
Colorado Capital Management, Inc.	17	17	0.35%	0.43%	0.50%	Q4 2015	Q4 2019	17
DELTA ASSET MANAGEMENT LLC/TN	13	4	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	17
EPIQ Capital Group, LLC	16	16	0.94%	1.86%	2.66%	Q4 2019	Q3 2023	16
BLUESTEM FINANCIAL ADVISORS, LLC	16	16	0.43%	2.38%	3.16%	Q4 2019	Q3 2023	16
Kore Private Wealth LLC	16	16	0.04%	0.38%	1.10%	Q4 2018	Q3 2022	16
McNaughton Wealth Management, LLC	16	16	0.17%	0.54%	3.00%	Q4 2019	Q3 2023	16
Relative Value Partners Group, LLC	16	16	0.05%	1.43%	2.55%	Q4 2019	Q3 2023	16
Intersect Capital LLC	13	1	0.01%	0.22%	0.43%	Q4 2014	Q2 2022	16
Compass Ion Advisors, LLC	16	16	0.16%	0.43%	0.77%	Q4 2019	Q3 2023	16
Systelligence, LLC	13	3	0.40%	1.94%	4.14%	Q4 2019	Q4 2023	16
Asset Allocation & Management Company, LLC	16	16	1.85%	2.35%	3.26%	Q4 2019	Q3 2023	16
Aufman Associates Inc	16	16	17.10%	18.24%	19.99%	Q4 2019	Q3 2023	16
FSA Wealth Management LLC	16	16	6.76%	10.18%	12.09%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.01%	0.02%	0.02%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	0.69%	2.53%	3.17%	Q4 2019	Q3 2023	16
MITCHELL CAPITAL MANAGEMENT CO	16	16	0.08%	0.10%	0.13%	Q4 2019	Q3 2023	16
PBMares Wealth Management LLC	16	16	0.18%	0.35%	0.64%	Q4 2019	Q3 2023	16
THORNBURG INVESTMENT MANAGEMENT INC	15	1	0.00%	0.13%	1.03%	Q4 2015	Q1 2020	16
FinTrust Capital Advisors, LLC	16	16	0.00%	0.02%	0.04%	Q4 2018	Q3 2022	16
IEQ CAPITAL, LLC	16	16	0.05%	0.10%	0.30%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.29%	0.60%	0.88%	Q4 2019	Q3 2023	16
Cooper Financial Group	15	1	0.05%	0.12%	0.30%	Q4 2018	Q3 2023	16
9258 Wealth Management, LLC	16	16	0.22%	0.33%	0.48%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	1.14%	1.88%	3.07%	Q4 2019	Q3 2023	16
Wade Financial Advisory, Inc	16	16	3.08%	5.24%	6.95%	Q4 2019	Q3 2023	16
Vectors Research Management, LLC	16	16	0.00%	0.72%	3.93%	Q3 2018	Q2 2022	16
Stonebridge Capital Advisors LLC	11	5	0.02%	0.04%	0.05%	Q2 2019	Q3 2023	16
MCDANIEL TERRY & CO	14	2	0.03%	0.04%	0.06%	Q3 2019	Q3 2023	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	14	1	0.20%	0.61%	1.53%	Q4 2018	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	1.17%	1.96%	3.12%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.21%	0.37%	0.48%	Q4 2019	Q3 2023	16
DAGCO, INC.	16	16	0.14%	0.30%	0.44%	Q4 2018	Q3 2022	16
Integrated Advisors Network LLC	16	16	0.12%	0.31%	0.44%	Q4 2019	Q3 2023	16
ROOSEVELT INVESTMENT GROUP LLC	15	1	0.03%	0.20%	0.42%	Q3 2018	Q3 2022	16
Orion Portfolio Solutions, LLC	16	16	0.10%	3.37%	7.50%	Q4 2019	Q3 2023	16
Human Investing LLC	15	1	0.04%	6.85%	9.99%	Q4 2018	Q3 2023	16
Strategic Financial Planning, Inc.	16	16	0.41%	0.90%	1.68%	Q4 2019	Q3 2023	16
HighMark Wealth Management LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
Proficio Capital Partners LLC	15	1	0.00%	0.04%	0.13%	Q4 2015	Q3 2023	16
Efficient Market Advisors, LLC	16	16	2.57%	6.47%	10.84%	Q2 2013	Q1 2017	16
Gilman Hill Asset Management, LLC	7	1	0.07%	0.11%	0.26%	Q1 2014	Q4 2022	16
Soltis Investment Advisors LLC	16	16	0.19%	0.22%	0.26%	Q4 2019	Q3 2023	16
PAX Financial Group, LLC	16	16	0.30%	0.67%	1.15%	Q4 2019	Q3 2023	16
Cynosure Group, LLC	14	2	0.12%	6.97%	13.77%	Q4 2018	Q3 2023	16
VIRIDIAN RIA, LLC	14	2	7.10%	10.45%	12.57%	Q1 2018	Q1 2022	16
WESCAP Management Group, Inc.	13	3	0.12%	2.18%	3.51%	Q1 2018	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.19%	0.28%	0.43%	Q4 2019	Q3 2023	16
Gerber Kawasaki Wealth & Investment Management	6	1	0.02%	0.06%	0.10%	Q1 2018	Q3 2023	16
Relyea Zuckerberg Hanson LLC	16	16	1.60%	2.48%	3.55%	Q4 2019	Q3 2023	16
GILL CAPITAL PARTNERS, LLC	16	16	0.22%	1.73%	3.62%	Q1 2020	Q4 2023	16
Peterson Wealth Advisors, LLC	13	1	0.11%	0.20%	0.78%	Q4 2017	Q3 2023	16
Clearshares LLC	12	4	3.67%	4.39%	5.56%	Q4 2017	Q4 2021	16
Kathmere Capital Management, LLC	16	16	2.80%	3.74%	6.28%	Q4 2019	Q3 2023	16
FIRST FOUNDATION ADVISORS	8	1	0.01%	0.12%	0.46%	Q3 2013	Q3 2023	16
Creegan & Nassoura Financial Group, LLC	16	16	0.80%	1.30%	1.81%	Q4 2019	Q3 2023	16
TEXAS CAPITAL BANCSHARES INC/TX	16	16	0.39%	4.73%	10.83%	Q4 2019	Q3 2023	16
Cordant, Inc.	16	16	10.23%	12.51%	15.53%	Q4 2019	Q3 2023	16
Heartwood Wealth Advisors LLC	16	16	7.68%	9.69%	11.52%	Q4 2019	Q3 2023	16
55I, LLC	16	16	0.18%	1.01%	3.56%	Q4 2018	Q3 2022	16
Meridian Wealth Partners, LLC	16	16	0.09%	0.17%	0.45%	Q4 2019	Q3 2023	16
Americana Partners, LLC	16	16	0.12%	0.33%	0.54%	Q4 2019	Q3 2023	16
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	16	16	0.22%	5.70%	10.11%	Q4 2019	Q3 2023	16
Stratos Investment Management, LLC	16	16	0.93%	1.97%	4.21%	Q4 2019	Q3 2023	16
Aries Wealth Management	10	6	0.14%	0.30%	0.64%	Q3 2019	Q3 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.14%	0.18%	0.22%	Q4 2019	Q3 2023	16
Covenant Multifamily Offices, LLC	12	1	0.07%	4.74%	22.16%	Q3 2015	Q3 2021	16
Carmichael Hill & Associates, Inc.	16	16	0.02%	0.28%	0.55%	Q4 2019	Q3 2023	16
Clear Creek Financial Management, LLC	10	3	0.07%	0.90%	12.85%	Q2 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.00%	0.01%	0.08%	Q4 2019	Q3 2023	16
Marcum Wealth, LLC	16	16	5.08%	6.91%	13.47%	Q4 2019	Q3 2023	16
HILLTOP WEALTH ADVISORS, LLC	16	16	0.50%	7.21%	9.99%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.11%	0.23%	0.42%	Q4 2019	Q3 2023	16
Jacobus Wealth Management, Inc.	16	16	0.04%	0.18%	0.25%	Q4 2013	Q3 2017	16
Visionary Wealth Advisors	16	16	0.07%	0.44%	1.29%	Q4 2019	Q3 2023	16
Detalus Advisors, LLC	16	16	0.20%	0.42%	0.85%	Q4 2019	Q3 2023	16
ERn Financial, LLC	16	16	0.24%	1.44%	3.69%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	0.07%	0.13%	0.21%	Q4 2019	Q3 2023	16
PFG Private Wealth Management, LLC	16	16	1.62%	4.19%	8.65%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	0.27%	0.58%	0.90%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.04%	1.62%	4.32%	Q4 2019	Q3 2023	16
TFO Wealth Partners, LLC	16	16	0.07%	50.85%	74.64%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.50%	0.67%	0.91%	Q4 2019	Q3 2023	16
SIMPLEX TRADING, LLC	4	1	0.00%	0.00%	0.02%	Q3 2015	Q3 2023	16
Disciplined Investments, LLC	16	16	0.18%	0.34%	0.48%	Q4 2019	Q3 2023	16
HBC Financial Services, PLLC	16	16	0.06%	0.06%	0.07%	Q4 2019	Q3 2023	16
Salomon & Ludwin, LLC	16	16	0.00%	4.09%	4.83%	Q4 2019	Q3 2023	16
Ashfield Capital Partners, LLC	12	1	0.01%	0.06%	0.13%	Q1 2014	Q4 2019	16
Capital Asset Advisory Services LLC	12	1	0.02%	0.35%	1.72%	Q4 2016	Q3 2023	16
CERTUITY, LLC	16	16	0.33%	1.21%	1.80%	Q4 2019	Q3 2023	16
TL Private Wealth	16	16	0.19%	0.22%	0.25%	Q4 2019	Q3 2023	16
Ebor Charitable Trust	16	16	31.02%	33.43%	37.13%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.00%	0.27%	0.46%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.18%	0.27%	0.42%	Q4 2019	Q3 2023	16
CLIENT 1ST ADVISORY GROUP, LLC	16	16	0.14%	0.20%	0.56%	Q4 2019	Q3 2023	16
Destination Wealth Management	13	1	0.00%	0.09%	1.08%	Q3 2015	Q3 2023	16
Williams Jones Wealth Management, LLC.	13	3	0.00%	0.01%	0.01%	Q3 2019	Q3 2023	16
DAVIDSON TRUST CO	16	16	0.47%	0.61%	0.75%	Q4 2019	Q3 2023	16
TIAA CREF TRUST CO FSB/MO	16	16	0.88%	1.01%	1.28%	Q2 2013	Q1 2017	16
J.W. COLE ADVISORS, INC.	14	1	0.43%	0.94%	1.38%	Q4 2019	Q3 2023	15
Stokes Capital Advisors, LLC	15	15	0.13%	0.48%	0.70%	Q1 2020	Q3 2023	15
DFPG INVESTMENTS, LLC	9	2	0.09%	0.26%	0.82%	Q4 2018	Q3 2023	15
EXCALIBUR MANAGEMENT CORP	9	2	0.09%	0.16%	0.33%	Q4 2015	Q2 2023	15
SENTINEL TRUST CO LBA	15	15	0.67%	1.25%	3.44%	Q1 2020	Q3 2023	15
Spearhead Capital Advisors, LLC	9	2	0.03%	2.86%	5.52%	Q4 2017	Q3 2022	15
Colonial Trust Advisors	6	4	0.01%	0.05%	0.11%	Q3 2018	Q3 2023	15
Bogart Wealth, LLC	12	1	0.00%	0.01%	0.03%	Q2 2018	Q3 2023	15
Avion Wealth	15	15	1.75%	7.88%	13.27%	Q1 2020	Q3 2023	15
Moser Wealth Advisors, LLC	13	2	1.70%	2.14%	3.13%	Q4 2019	Q3 2023	15
Wealth Alliance	10	5	0.06%	0.36%	4.11%	Q4 2019	Q3 2023	15
Crescent Grove Advisors, LLC	15	15	0.24%	0.48%	0.76%	Q1 2020	Q3 2023	15
Pineno Levin & Ford Asset Management, Inc.	15	15	0.27%	0.33%	0.41%	Q2 2018	Q4 2021	15
Advisor Group, Inc.	15	15	0.62%	1.58%	2.23%	Q2 2016	Q4 2019	15
Wellspring Financial Advisors, LLC	15	15	0.10%	0.33%	0.92%	Q1 2020	Q3 2023	15
ARQ WEALTH ADVISORS, LLC	15	15	2.39%	3.30%	4.01%	Q1 2020	Q3 2023	15
TIAA CREF INVESTMENT MANAGEMENT LLC	15	15	0.00%	0.00%	0.00%	Q4 2014	Q2 2018	15
QUATTRO FINANCIAL ADVISORS LLC	15	15	3.13%	5.50%	6.65%	Q1 2020	Q3 2023	15
J. W. Coons Advisors, LLC	15	15	0.11%	0.15%	0.20%	Q1 2020	Q3 2023	15
Rosenberg Matthew Hamilton	15	15	1.47%	2.09%	2.61%	Q1 2020	Q3 2023	15
ARS Wealth Advisors, LLC	15	15	0.07%	0.68%	3.32%	Q4 2017	Q2 2021	15
Summit Trail Advisors, LLC	15	15	0.02%	0.39%	1.10%	Q1 2020	Q3 2023	15
Orgel Wealth Management, LLC	11	1	0.02%	0.31%	2.50%	Q4 2015	Q1 2022	15
Ziegler Capital Management, LLC	15	15	0.33%	0.59%	0.75%	Q1 2020	Q3 2023	15
Maltin Wealth Management, Inc.	15	15	0.87%	1.30%	1.67%	Q1 2020	Q3 2023	15
LPWM LLC	15	15	0.63%	1.08%	1.33%	Q1 2020	Q3 2023	15
Aprio Wealth Management, LLC	10	5	0.16%	0.26%	0.35%	Q4 2019	Q3 2023	15
Petix & Botte Co	12	3	0.24%	0.51%	0.87%	Q4 2019	Q3 2023	15
Apella Capital, LLC	12	3	1.65%	2.14%	2.44%	Q1 2020	Q4 2023	15
AdvicePeriod, LLC	15	15	12.84%	15.65%	19.52%	Q4 2017	Q2 2021	15
HIGH POINT BANK & TRUST CO	15	15	0.01%	1.42%	3.03%	Q2 2013	Q4 2016	15
EVERETT HARRIS & CO /CA/	15	15	0.01%	0.03%	0.04%	Q1 2020	Q3 2023	15
HC Advisors, LLC	14	1	0.32%	0.53%	0.70%	Q4 2019	Q3 2023	15
West Coast Financial LLC	13	2	0.17%	0.32%	0.39%	Q4 2018	Q3 2023	15
MADISON WEALTH MANAGEMENT	15	15	0.91%	1.12%	1.30%	Q1 2020	Q3 2023	15
TOBIAS FINANCIAL ADVISORS, INC.	8	7	0.29%	0.87%	2.70%	Q4 2019	Q3 2023	15
Truvestments Capital LLC	12	3	0.00%	0.08%	0.14%	Q4 2019	Q3 2023	15
CVA Family Office, LLC	15	15	0.50%	1.52%	2.85%	Q1 2020	Q3 2023	15
Aurora Private Wealth, Inc.	9	6	0.23%	0.27%	0.31%	Q4 2019	Q3 2023	15
HHM Wealth Advisors, LLC	15	15	0.00%	0.06%	0.10%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.83%	1.12%	1.38%	Q1 2020	Q3 2023	15
Marks Group Wealth Management, Inc	15	15	0.05%	0.23%	0.38%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.01%	0.07%	0.15%	Q2 2013	Q4 2016	15
FRG Family Wealth Advisors LLC	15	15	0.06%	0.09%	0.17%	Q3 2017	Q1 2021	15
BALLAST ADVISORS LLC	15	15	0.13%	0.25%	0.47%	Q4 2019	Q2 2023	15
Murphy, Middleton, Hinkle & Parker, Inc.	13	2	0.15%	0.60%	0.77%	Q2 2018	Q3 2023	15
CABOT WEALTH MANAGEMENT INC	13	2	0.05%	0.09%	0.15%	Q1 2015	Q1 2019	15
BBR PARTNERS, LLC	7	2	0.02%	0.20%	0.65%	Q1 2015	Q3 2023	15
Trek Financial, LLC	14	1	0.03%	0.09%	0.33%	Q1 2019	Q3 2023	15
BRANDYWINE OAK PRIVATE WEALTH LLC	14	1	0.01%	0.24%	0.64%	Q4 2018	Q3 2023	15
Michael & Susan Dell Foundation	15	15	19.93%	72.33%	99.98%	Q1 2020	Q3 2023	15
Braver Wealth Management, LLC	15	15	0.05%	0.60%	1.36%	Q2 2013	Q4 2016	15
Keeler Thomas Management LLC	15	15	0.20%	0.72%	1.92%	Q4 2017	Q2 2021	15
Retirement Group, LLC	14	1	0.13%	0.47%	0.68%	Q4 2019	Q3 2023	15
Harbour Capital Advisors, LLC	12	1	0.05%	0.15%	0.26%	Q1 2017	Q2 2021	15
AMERICAN NATIONAL BANK	7	1	0.00%	0.06%	0.14%	Q1 2014	Q3 2023	15
Your Advocates Ltd., LLP	15	15	0.00%	0.01%	0.04%	Q1 2020	Q3 2023	15
Advisors Capital Management, LLC	15	15	0.16%	0.20%	0.26%	Q1 2020	Q3 2023	15
Concert Wealth Management Inc.	15	15	0.03%	0.14%	0.31%	Q2 2013	Q4 2016	15
New England Private Wealth Advisors LLC	10	5	0.04%	0.08%	0.20%	Q4 2014	Q3 2023	15
Stearns Financial Services Group	13	1	0.07%	0.24%	0.65%	Q4 2015	Q1 2020	14
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	12	2	0.28%	1.24%	2.74%	Q4 2019	Q3 2023	14
NORTH AMERICAN MANAGEMENT CORP	13	1	0.04%	0.06%	0.08%	Q3 2015	Q4 2019	14
MATHER GROUP, LLC.	12	2	0.01%	0.05%	0.20%	Q4 2019	Q3 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.02%	0.20%	1.47%	Q2 2013	Q3 2016	14
STERLING INVESTMENT MANAGEMENT, LLC	12	1	0.21%	0.82%	1.49%	Q4 2017	Q3 2023	14
Wealth Advisory Solutions, LLC	8	6	0.00%	0.30%	0.64%	Q4 2019	Q2 2023	14
Strategic Financial Services, Inc,	14	14	0.04%	0.05%	0.06%	Q2 2020	Q3 2023	14
Chevy Chase Trust Holdings, LLC	12	2	0.00%	0.00%	0.02%	Q2 2017	Q3 2021	14
Bell Rock Capital LLC	13	1	0.06%	0.14%	0.51%	Q4 2016	Q2 2022	14
MOODY NATIONAL BANK TRUST DIVISION	14	14	0.01%	0.09%	0.40%	Q2 2020	Q3 2023	14
Blue Zone Wealth Advisors, LLC	13	1	0.09%	0.74%	8.25%	Q4 2019	Q3 2023	14
Global Financial Private Capital, Inc	14	14	1.76%	2.10%	2.55%	Q1 2017	Q2 2020	14
LBA Wealth Management, LLC	14	14	0.16%	0.20%	0.26%	Q4 2013	Q1 2017	14
Midwest Professional Planners, LTD.	11	3	0.01%	0.44%	1.20%	Q4 2017	Q1 2022	14
Transform Wealth, LLC	4	2	0.04%	0.35%	0.66%	Q2 2016	Q1 2021	14
Parkside Investments, LLC	13	1	0.01%	1.25%	3.49%	Q1 2017	Q1 2022	14
CFO4Life Group, LLC	9	5	0.08%	0.17%	0.30%	Q3 2017	Q3 2023	14
Southern Wealth Management, LLP	14	14	0.05%	0.80%	1.57%	Q4 2019	Q1 2023	14
Inscription Capital, LLC	9	2	0.00%	0.19%	0.36%	Q4 2018	Q3 2023	14
Kovitz Investment Group Partners, LLC	12	2	0.01%	0.04%	0.08%	Q1 2019	Q3 2023	14
GW HENSSLER & ASSOCIATES LTD	10	1	0.02%	0.03%	0.04%	Q1 2014	Q1 2019	14
CONDOR CAPITAL MANAGEMENT	14	14	0.50%	0.78%	1.07%	Q2 2020	Q3 2023	14
Aptus Capital Advisors, LLC	10	4	0.01%	0.19%	1.21%	Q4 2019	Q3 2023	14
Monument Capital Management	14	14	1.47%	3.29%	6.12%	Q2 2020	Q3 2023	14
Weatherstone Capital Management	9	1	0.10%	3.03%	10.01%	Q4 2013	Q1 2019	14
Ellis Investment Partners, LLC	14	14	0.01%	0.02%	0.04%	Q2 2019	Q3 2022	14
Royal Fund Management, LLC	14	14	0.00%	0.52%	1.64%	Q4 2016	Q1 2020	14
Praetorian Wealth Management, Inc.	14	14	6.28%	6.87%	7.48%	Q2 2020	Q3 2023	14
WEATHERLY ASSET MANAGEMENT L. P.	14	14	0.03%	0.06%	0.08%	Q2 2019	Q3 2022	14
N.E.W. Advisory Services LLC	14	14	0.08%	0.19%	0.23%	Q2 2020	Q3 2023	14
Geneva Advisors, LLC	14	14	0.01%	0.03%	0.11%	Q1 2014	Q2 2017	14
H&H Retirement Design & Management INC	11	3	0.35%	2.54%	4.01%	Q1 2020	Q3 2023	14
Alaska Permanent Capital Management	14	14	0.40%	10.95%	17.31%	Q2 2013	Q3 2016	14
HOLLENCREST CAPITAL MANAGEMENT	7	7	0.10%	0.14%	0.17%	Q4 2015	Q3 2023	14
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income	14	14	0.28%	3.68%	11.95%	Q2 2020	Q3 2023	14
Gryphon Financial Partners LLC	11	1	0.01%	0.09%	0.39%	Q1 2018	Q3 2023	14
Marotta Asset Management	11	3	0.05%	0.12%	0.39%	Q4 2019	Q4 2023	14
LUCAS CAPITAL MANAGEMENT	14	14	0.24%	3.54%	4.77%	Q3 2017	Q4 2020	14
Intelligence Driven Advisers, LLC	8	6	0.09%	0.40%	1.67%	Q1 2020	Q3 2023	14
Lion Street Advisors, LLC	9	5	0.29%	2.00%	5.76%	Q4 2019	Q3 2023	14
Prudent Man Advisors, LLC	14	14	2.92%	3.41%	5.29%	Q2 2020	Q3 2023	14
Tri-Star Advisors Inc.	14	14	0.15%	1.43%	5.40%	Q2 2020	Q3 2023	14
Monterey Private Wealth, Inc.	14	14	0.43%	4.55%	9.92%	Q2 2020	Q3 2023	14
Quantitative Investment Management, LLC	5	1	0.06%	0.93%	2.94%	Q4 2017	Q2 2023	14
Walkner Condon Financial Advisors LLC	13	1	0.32%	0.63%	1.15%	Q4 2019	Q3 2023	14
Cadence Bank	12	2	0.02%	0.12%	0.31%	Q2 2018	Q3 2023	14
Financial Engines Advisors L.L.C.	14	14	0.00%	0.08%	0.26%	Q2 2020	Q3 2023	14
Horan Securities, Inc.	8	6	0.14%	0.23%	0.31%	Q1 2020	Q3 2023	14
GRANDFIELD & DODD, LLC	13	1	0.02%	0.03%	0.03%	Q4 2019	Q3 2023	14
Corrigan Financial, Inc.	12	1	0.20%	0.72%	1.21%	Q1 2016	Q3 2023	13
COMERICA SECURITIES INC	11	1	0.16%	0.30%	1.06%	Q4 2014	Q4 2018	13
DIVIDEND ASSETS CAPITAL, LLC	12	1	0.01%	0.01%	0.05%	Q4 2019	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.02%	0.08%	0.12%	Q3 2020	Q3 2023	13
Geller Advisors LLC	11	2	0.07%	0.94%	8.31%	Q4 2018	Q3 2022	13
FIRSTMERIT BANK N A TRUSTEE	13	13	0.11%	3.27%	4.42%	Q2 2013	Q2 2016	13
ClearBridge Investments	2	1	0.00%	0.00%	0.01%	Q4 2013	Q2 2022	13
Van Hulzen Asset Management, LLC	7	1	0.03%	0.06%	0.08%	Q3 2015	Q2 2022	13
Capital International Investors	13	13	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	13
FOUNDERS FINANCIAL SECURITIES LLC	13	13	2.04%	3.22%	4.73%	Q3 2020	Q3 2023	13
Hemenway Trust Co LLC	9	1	0.02%	0.04%	0.06%	Q2 2019	Q2 2023	13
Raab & Moskowitz Asset Management LLC	12	1	0.01%	0.68%	1.22%	Q4 2014	Q1 2020	13
Sonora Investment Management, LLC	5	1	0.00%	0.01%	0.02%	Q2 2017	Q3 2021	13
Summit Financial Strategies, Inc.	10	3	0.12%	0.47%	1.17%	Q2 2020	Q3 2023	13
Biltmore Capital Advisors LLC	13	13	3.32%	4.32%	5.28%	Q4 2018	Q4 2021	13
Corundum Group, Inc.	12	1	0.42%	0.63%	1.04%	Q4 2015	Q2 2023	13
VSR Financial Services, Inc.	13	13	0.07%	0.40%	0.63%	Q2 2013	Q2 2016	13
Patten Group, Inc.	13	13	0.00%	0.04%	0.06%	Q3 2015	Q3 2018	13
ProVise Management Group, LLC	6	3	0.02%	0.05%	0.07%	Q4 2015	Q3 2023	13
CGN Advisors LLC	13	13	0.82%	2.53%	3.83%	Q4 2020	Q4 2023	13
Perpetual Ltd	10	1	0.19%	2.90%	5.64%	Q2 2013	Q3 2020	13
Bridgewater Wealth & Financial Management, LLC	13	13	3.04%	9.63%	19.46%	Q4 2014	Q4 2017	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.14%	0.27%	0.41%	Q3 2020	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.16%	0.29%	0.38%	Q3 2020	Q3 2023	13
Berkshire Bank	13	13	0.11%	0.16%	0.27%	Q3 2020	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	13
Jackson Creek Investment Advisors LLC	13	13	0.24%	0.31%	0.44%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.25%	0.47%	0.74%	Q3 2020	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.02%	0.04%	0.05%	Q3 2020	Q3 2023	13
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	9	4	0.08%	0.15%	0.28%	Q2 2020	Q3 2023	13
Mraz, Amerine & Associates, Inc.	13	13	0.06%	0.09%	0.14%	Q3 2020	Q3 2023	13
Truadvice, LLC	13	13	0.71%	2.09%	5.18%	Q3 2020	Q3 2023	13
Cornerstone Advisory, LLC	11	1	0.03%	0.66%	1.48%	Q2 2017	Q4 2021	13
Argent Advisors, Inc.	8	2	0.10%	0.17%	0.33%	Q4 2019	Q2 2023	13
Wealth Advisors of Iowa, LLC	13	13	0.38%	4.67%	11.58%	Q3 2020	Q3 2023	13
Guidant Wealth Advisors	13	13	4.26%	7.19%	11.18%	Q3 2016	Q3 2019	13
Mascoma Wealth Management LLC	12	1	0.02%	4.78%	7.72%	Q4 2018	Q3 2023	13
Key FInancial Inc	12	1	0.04%	0.10%	0.30%	Q1 2020	Q3 2023	13
Single Point Partners, LLC	6	1	0.73%	1.12%	1.46%	Q1 2020	Q3 2023	13
First Citizens Financial Corp	11	2	0.37%	0.45%	0.49%	Q2 2020	Q3 2023	13
ATLAS CAPITAL ADVISORS LLC	10	1	0.00%	0.04%	0.20%	Q1 2020	Q3 2023	13
Pacific Center for Financial Services	10	3	0.00%	0.01%	0.02%	Q2 2020	Q3 2023	13
CEDAR HILL ASSOCIATES, LLC	13	13	0.52%	0.65%	1.10%	Q4 2015	Q4 2018	13
Lenox Wealth Management, Inc.	13	13	0.63%	0.84%	1.01%	Q2 2017	Q2 2020	13
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
Epstein & White Financial LLC	10	3	0.09%	0.66%	4.68%	Q4 2017	Q2 2021	13
Verdence Capital Advisors LLC	10	1	0.03%	0.06%	0.08%	Q4 2017	Q3 2023	13
MinichMacGregor Wealth Management, LLC	7	1	0.00%	1.12%	4.20%	Q1 2017	Q4 2022	13
Enterprise Trust & Investment Co	13	13	0.63%	0.99%	1.41%	Q2 2019	Q2 2022	13
CHEMICAL BANK	13	13	0.03%	0.13%	0.27%	Q2 2016	Q2 2019	13
Financial Strategies Group, Inc.	13	13	0.38%	0.84%	1.98%	Q3 2020	Q3 2023	13
WAFRA INC.	13	13	12.32%	19.37%	20.69%	Q3 2016	Q3 2019	13
Quad-Cities Investment Group, LLC	7	6	0.01%	0.18%	0.53%	Q2 2018	Q4 2022	13
Leonard Rickey Investment Advisors P.L.L.C.	13	13	0.36%	0.47%	0.52%	Q3 2020	Q3 2023	13
Ellenbecker Investment Group	13	13	0.31%	1.86%	3.34%	Q3 2020	Q3 2023	13
Virtu KCG Holdings LLC	10	1	0.00%	0.02%	0.04%	Q3 2013	Q2 2017	13
Wiser Wealth Management, Inc	13	13	5.61%	8.09%	9.74%	Q4 2020	Q4 2023	13
ALPHASIMPLEX GROUP, LLC	13	13	0.25%	0.52%	1.27%	Q4 2017	Q4 2020	13
SHUFRO ROSE & CO LLC	12	12	0.02%	0.08%	0.19%	Q4 2020	Q3 2023	12
PRIVATE CAPITAL MANAGEMENT LLC	12	12	0.24%	1.06%	2.03%	Q4 2020	Q3 2023	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	1.40%	1.78%	2.33%	Q4 2020	Q3 2023	12
NewEdge Wealth, LLC	12	12	0.18%	0.87%	3.45%	Q4 2020	Q3 2023	12
Farmers & Merchants Trust Co of Chambersburg PA	10	1	0.04%	0.11%	0.14%	Q1 2019	Q3 2023	12
Annapolis Financial Services, LLC	12	12	4.37%	5.22%	6.18%	Q4 2020	Q3 2023	12
Hills Bank & Trust Co	11	1	0.02%	2.00%	4.87%	Q3 2020	Q3 2023	12
Arlington Partners LLC	11	1	0.02%	7.50%	13.60%	Q4 2019	Q3 2023	12
Source Financial Advisors LLC	12	12	0.19%	0.35%	0.46%	Q4 2020	Q3 2023	12
Summit X, LLC	6	1	0.01%	0.13%	0.26%	Q2 2017	Q2 2023	12
West Financial Advisors, LLC	12	12	8.36%	10.08%	11.23%	Q4 2020	Q3 2023	12
BLUESTEIN R H & CO LLC	8	4	0.01%	0.04%	0.10%	Q3 2019	Q3 2022	12
Bank OZK	12	12	0.11%	0.15%	0.17%	Q3 2020	Q2 2023	12
Beacon Financial Advisory LLC	12	12	0.16%	0.41%	0.58%	Q4 2020	Q3 2023	12
PagnatoKarp Partners LLC	12	12	0.14%	5.63%	14.54%	Q2 2017	Q1 2020	12
McKinley Carter Wealth Services, Inc.	12	12	0.86%	6.79%	8.19%	Q4 2020	Q3 2023	12
Latitude Advisors, LLC	12	12	0.25%	0.32%	0.40%	Q4 2020	Q3 2023	12
COZAD ASSET MANAGEMENT INC	12	12	0.04%	0.06%	0.08%	Q4 2020	Q3 2023	12
Alta Wealth Advisors LLC	12	12	0.18%	0.23%	0.31%	Q4 2020	Q3 2023	12
Resolute Advisors LLC	12	12	0.23%	0.82%	3.30%	Q4 2020	Q3 2023	12
Brown Financial Advisory	12	12	0.25%	0.36%	0.91%	Q4 2020	Q3 2023	12
1832 Asset Management L.P.	6	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	12
DB Wealth Management Group, LLC	12	12	0.01%	0.02%	0.06%	Q4 2020	Q3 2023	12
Oakwell Private Wealth Management, LLC	12	12	7.11%	9.65%	11.16%	Q4 2020	Q3 2023	12
Elk River Wealth Management, LLC	12	12	0.09%	0.21%	0.36%	Q4 2020	Q3 2023	12
Syverson Strege & Co	12	12	0.06%	0.13%	0.19%	Q4 2020	Q3 2023	12
Bluesphere Advisors, LLC	12	12	0.18%	0.55%	0.80%	Q4 2020	Q3 2023	12
John W. Brooker & Co., CPAs	12	12	0.01%	0.02%	0.04%	Q4 2019	Q3 2022	12
Orin Green Financial, LLC	12	12	5.50%	7.87%	10.70%	Q4 2020	Q3 2023	12
Johnson Bixby & Associates, LLC	12	12	3.07%	4.17%	5.67%	Q4 2020	Q3 2023	12
FSB PREMIER WEALTH MANAGEMENT, INC.	12	12	4.18%	4.97%	5.99%	Q4 2020	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	1.00%	2.35%	3.88%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	0.14%	1.75%	2.80%	Q4 2020	Q3 2023	12
Veery Capital, LLC	12	12	12.43%	13.66%	14.53%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.22%	0.49%	0.73%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	2.76%	6.13%	11.79%	Q4 2020	Q3 2023	12
Center For Asset Management LLC	12	12	0.57%	1.79%	3.95%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.08%	0.12%	0.16%	Q4 2020	Q3 2023	12
COLLECTIVE FAMILY OFFICE LLC	12	12	0.40%	0.60%	0.86%	Q4 2020	Q3 2023	12
Intercontinental Wealth Advisors, LLC	7	1	0.05%	0.07%	0.10%	Q4 2018	Q1 2023	12
ECLECTIC ASSOCIATES INC /ADV	12	12	2.28%	3.00%	4.05%	Q4 2020	Q3 2023	12
Cohen Investment Advisors LLC	12	12	0.48%	0.56%	0.67%	Q4 2020	Q3 2023	12
Laurel Wealth Advisors LLC	7	5	0.02%	0.12%	0.22%	Q4 2018	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	12
CARY STREET PARTNERS ASSET MANAGEMENT LLC	12	12	0.09%	0.16%	0.23%	Q4 2020	Q3 2023	12
Fullen Financial Group	12	12	1.33%	1.58%	1.80%	Q2 2020	Q1 2023	12
FLC Capital Advisors	12	12	0.07%	0.11%	0.25%	Q3 2020	Q2 2023	12
Pine Ridge Advisers LLC	12	12	0.52%	3.46%	5.77%	Q4 2020	Q3 2023	12
Facet Wealth, Inc.	12	12	13.33%	14.81%	16.12%	Q4 2020	Q3 2023	12
ADE, LLC	12	12	6.21%	9.76%	12.00%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.20%	0.38%	0.66%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.43%	0.50%	0.61%	Q4 2018	Q3 2021	12
IBERIABANK CORP	12	12	0.11%	0.19%	0.28%	Q3 2017	Q2 2020	12
ANDERSON HOAGLAND & CO	12	12	2.80%	3.38%	3.97%	Q4 2020	Q3 2023	12
Venture Visionary Partners LLC	12	12	0.10%	0.15%	0.25%	Q4 2020	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.72%	1.00%	1.46%	Q4 2020	Q3 2023	12
Redwood Investment Management, LLC	12	12	0.42%	0.87%	1.41%	Q4 2020	Q3 2023	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.00%	0.35%	2.15%	Q2 2013	Q1 2016	12
1900 WEALTH MANAGEMENT LLC	12	12	0.09%	1.71%	2.87%	Q4 2020	Q3 2023	12
Sovereign Financial Group, Inc.	12	12	0.17%	2.85%	5.60%	Q4 2020	Q3 2023	12
FINANCIAL CONSULATE, INC	11	1	0.11%	0.29%	0.44%	Q4 2014	Q1 2018	12
Wealth Dimensions Group, Ltd.	12	12	0.13%	0.19%	0.29%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	1.67%	1.82%	2.09%	Q4 2020	Q3 2023	12
BANK HAPOALIM BM	12	12	2.05%	4.03%	6.57%	Q3 2020	Q2 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.05%	0.11%	0.16%	Q4 2015	Q3 2018	12
HC FINANCIAL ADVISORS INC	10	1	0.00%	0.08%	0.39%	Q1 2018	Q2 2022	12
Kowal Investment Group, LLC	12	12	0.08%	0.11%	0.15%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.12%	0.27%	0.60%	Q4 2020	Q3 2023	12
Weitzel Financial Services, Inc.	12	12	12.98%	14.43%	15.67%	Q4 2020	Q3 2023	12
ASSET PLANNING CORPORATION	12	12	10.08%	11.47%	12.81%	Q4 2020	Q3 2023	12
Spectrum Management Group, LLC	11	1	0.00%	0.02%	0.03%	Q1 2018	Q3 2021	12
Ironwood Investment Counsel, LLC	4	4	0.08%	0.13%	0.39%	Q3 2016	Q3 2023	12
3D/L Capital Management, LLC	12	12	0.00%	0.41%	0.56%	Q4 2020	Q3 2023	12
Echo Wealth Management, LLC	12	12	3.58%	5.25%	7.55%	Q4 2020	Q3 2023	12
Price Wealth, LLC	12	12	0.25%	2.49%	6.58%	Q4 2017	Q3 2020	12
Eagle Bay Advisors LLC	10	10	0.78%	6.71%	9.49%	Q2 2021	Q3 2023	12
InTrack Investment Management Inc	6	6	0.16%	0.44%	1.02%	Q4 2020	Q4 2023	12
Southland Equity Partners LLC	12	12	2.24%	2.66%	3.22%	Q4 2020	Q3 2023	12
DEFINED WEALTH MANAGEMENT, LLC	12	12	0.19%	0.34%	0.54%	Q4 2020	Q3 2023	12
Waypoint Wealth Partners Inc.	12	12	0.56%	0.72%	1.34%	Q4 2020	Q3 2023	12
Alliance Wealth Advisors, LLC	12	12	4.04%	4.31%	4.57%	Q4 2020	Q3 2023	12
GP Brinson Investments LLC	12	12	17.13%	19.13%	21.63%	Q1 2021	Q4 2023	12
TECTONIC ADVISORS LLC	12	12	9.11%	13.21%	15.50%	Q4 2020	Q3 2023	12
Legacy Financial Group LLC	12	12	0.49%	2.60%	4.23%	Q4 2020	Q3 2023	12
Personal Wealth Partners	12	12	0.04%	0.21%	0.24%	Q2 2019	Q1 2022	12
Golden State Wealth Management, LLC	9	3	0.08%	0.18%	0.31%	Q1 2019	Q1 2022	12
Reynders McVeigh Capital Management, LLC	12	12	0.01%	0.03%	0.04%	Q4 2020	Q3 2023	12
Everhart Financial Group, Inc.	12	12	0.53%	0.96%	1.38%	Q4 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	0.14%	0.59%	1.02%	Q4 2020	Q3 2023	12
WealthShield Partners, LLC	12	12	0.15%	0.37%	0.99%	Q4 2020	Q3 2023	12
Guardian Wealth Advisors, LLC	12	12	7.06%	9.88%	11.27%	Q4 2020	Q3 2023	12
Occidental Asset Management, LLC	11	1	0.06%	0.09%	0.17%	Q4 2016	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.65%	0.78%	1.12%	Q4 2020	Q3 2023	12
Frank, Rimerman Advisors LLC	12	12	0.21%	0.90%	1.81%	Q4 2020	Q3 2023	12
Waterfront Wealth Inc.	12	12	0.28%	0.43%	0.59%	Q4 2020	Q3 2023	12
Bath Savings Trust Co	12	12	0.07%	0.08%	0.09%	Q4 2020	Q3 2023	12
AT Bancorp	11	1	0.07%	7.41%	11.06%	Q4 2015	Q1 2019	12
High Pines Wealth Management, LLC	12	12	5.91%	10.32%	14.87%	Q4 2020	Q3 2023	12
ALERUS FINANCIAL NA	12	12	0.03%	0.06%	0.09%	Q2 2016	Q1 2019	12
Portfolio Solutions, LLC	12	12	0.01%	0.09%	0.11%	Q1 2017	Q4 2019	12
Windward Private Wealth Management Inc.	12	12	10.04%	10.72%	11.27%	Q4 2020	Q3 2023	12
Iron Horse Wealth Management, LLC	12	12	5.71%	6.41%	6.87%	Q4 2020	Q3 2023	12
Accel Wealth Management	12	12	0.03%	0.16%	0.80%	Q4 2020	Q3 2023	12
PERSONAL CFO SOLUTIONS, LLC	9	3	0.05%	0.08%	0.12%	Q3 2019	Q3 2023	12
WEST BANCORPORATION INC	8	4	1.85%	4.11%	7.50%	Q4 2019	Q3 2023	12
ZACKS INVESTMENT MANAGEMENT	11	1	0.01%	0.01%	0.02%	Q1 2020	Q3 2023	12
Falcon Wealth Planning	12	12	0.22%	0.44%	0.70%	Q4 2020	Q3 2023	12
Solitude Financial Services	12	12	1.51%	6.37%	8.79%	Q4 2020	Q3 2023	12
WIT, LLC	12	12	3.58%	4.62%	5.54%	Q4 2020	Q3 2023	12
Journey Advisory Group, LLC	12	12	0.13%	1.20%	2.56%	Q4 2020	Q3 2023	12
Zeit Capital LLC	12	12	0.01%	0.02%	0.02%	Q4 2020	Q3 2023	12
Berger Financial Group, Inc	12	12	0.23%	0.39%	0.57%	Q4 2020	Q3 2023	12
Aristotle Capital Management, LLC	12	12	0.00%	0.00%	0.00%	Q1 2020	Q4 2022	12
Huntington Steele LLC	12	12	0.12%	0.14%	0.16%	Q2 2013	Q1 2016	12
Rinet Co LLC	12	12	0.08%	0.23%	0.37%	Q4 2018	Q3 2021	12
Charter Oak Capital Management, LLC	12	12	0.30%	0.39%	0.50%	Q4 2020	Q3 2023	12
Lloyd Advisory Services, LLC.	12	12	0.40%	2.34%	5.84%	Q4 2019	Q3 2022	12
Zions Bancorporation	12	12	0.24%	0.38%	0.84%	Q1 2015	Q4 2017	12
Birchcreek Wealth Management, LLC	12	12	0.24%	0.36%	0.48%	Q4 2020	Q3 2023	12
Investment Research & Advisory Group, Inc.	12	12	0.01%	0.01%	0.07%	Q4 2020	Q3 2023	12
Harbor Group, Inc.	12	12	0.14%	0.19%	0.22%	Q4 2020	Q3 2023	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.03%	0.06%	0.11%	Q4 2020	Q3 2023	12
Running Point Capital Advisors, LLC	12	12	1.13%	2.10%	3.03%	Q4 2020	Q3 2023	12
Bordeaux Wealth Advisors LLC	12	12	0.34%	0.54%	0.69%	Q4 2020	Q3 2023	12
Spotlight Asset Group, Inc.	8	1	0.14%	0.48%	1.07%	Q4 2019	Q3 2023	12
Financial Network Wealth Management LLC	12	12	0.23%	0.39%	0.52%	Q4 2020	Q3 2023	12
Roth Financial Partners LLC	12	12	3.97%	4.57%	5.47%	Q4 2020	Q3 2023	12
Trinity Financial Advisors LLC	12	12	3.58%	7.04%	10.93%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	1.58%	2.15%	2.76%	Q4 2020	Q3 2023	12
Foster Group, Inc.	12	12	6.34%	9.16%	15.59%	Q4 2020	Q3 2023	12
Almanack Investment Partners, LLC.	5	1	0.03%	0.06%	0.10%	Q4 2017	Q2 2022	12
WEBSTERROGERS FINANCIAL ADVISORS, LLC	12	12	0.49%	3.71%	8.30%	Q4 2020	Q3 2023	12
IAG Wealth Partners, LLC	5	3	0.01%	0.07%	0.31%	Q4 2019	Q3 2023	12
Sightline Wealth Advisors, LLC	12	12	0.42%	0.94%	2.06%	Q4 2020	Q3 2023	12
Laurel Wealth Planning LLC	12	12	1.44%	2.03%	3.99%	Q4 2020	Q3 2023	12
MMA ASSET MANAGEMENT LLC	12	12	0.69%	0.76%	0.90%	Q4 2020	Q3 2023	12
Perennial Investment Advisors, LLC	12	12	0.08%	0.27%	0.50%	Q4 2020	Q3 2023	12
Wambolt & Associates, LLC	7	1	0.10%	0.15%	0.23%	Q4 2018	Q1 2023	12
Independent Advisor Alliance	6	1	0.00%	0.38%	2.07%	Q1 2017	Q3 2023	12
Brown Advisory Securities, LLC	11	1	0.06%	0.13%	0.26%	Q2 2015	Q2 2019	12
Laird Norton Wetherby Trust Company, LLC	12	12	0.45%	1.27%	2.76%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.02%	0.02%	Q2 2013	Q1 2016	12
Colony Family Offices, LLC	12	12	0.57%	1.01%	2.11%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.04%	0.53%	1.68%	Q4 2020	Q3 2023	12
MONETARY MANAGEMENT GROUP INC	7	1	0.00%	0.01%	0.03%	Q4 2013	Q3 2022	12
Mangham Associates,LLC	6	2	0.04%	0.59%	1.20%	Q4 2017	Q3 2023	11
TrueWealth Advisors, LLC	11	11	0.42%	0.73%	1.13%	Q1 2021	Q3 2023	11
D.B. Root & Company, LLC	11	11	0.26%	0.31%	0.46%	Q1 2018	Q3 2020	11
Ameritas Investment Company, LLC	11	11	0.11%	0.25%	1.10%	Q1 2019	Q3 2021	11
Empirical Finance, LLC	10	1	0.06%	0.54%	0.90%	Q4 2016	Q3 2022	11
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	10	1	0.01%	0.20%	0.32%	Q4 2020	Q3 2023	11
Abacus Planning Group, Inc.	10	1	0.10%	1.36%	2.70%	Q2 2019	Q3 2023	11
Glovista Investments LLC	6	2	0.05%	0.30%	0.97%	Q2 2014	Q2 2021	11
Northstar Advisory Group, LLC	8	3	0.44%	0.53%	0.78%	Q4 2020	Q3 2023	11
Arkos Global Advisors	6	5	0.05%	1.78%	3.60%	Q4 2018	Q3 2023	11
IBBOTSON ASSOCIATES INC	11	11	4.27%	9.07%	11.69%	Q2 2013	Q4 2015	11
Hoover Financial Advisors, Inc.	11	11	0.34%	0.64%	1.24%	Q4 2018	Q2 2021	11
McClarren Financial Advisors, Inc.	6	5	0.44%	0.65%	0.79%	Q4 2020	Q3 2023	11
Fiduciary Trust Co International of Pennsylvania	2	1	0.02%	0.28%	1.51%	Q4 2015	Q1 2020	11
Seelaus Asset Management LLC	10	1	0.20%	0.22%	0.25%	Q3 2019	Q3 2022	11
South Dakota Investment Council	7	4	0.00%	0.18%	0.52%	Q2 2019	Q1 2022	11
Parcion Private Wealth LLC	5	2	0.03%	0.14%	0.40%	Q4 2019	Q3 2023	11
Concord Wealth Partners	7	4	0.00%	0.02%	0.10%	Q4 2020	Q3 2023	11
Clear Harbor Asset Management, LLC	9	1	0.00%	0.04%	0.07%	Q4 2019	Q3 2023	11
Berman Capital Advisors, LLC	7	4	0.22%	1.00%	1.82%	Q4 2017	Q3 2021	11
CKW FINANCIAL GROUP	8	1	0.00%	0.01%	0.04%	Q2 2016	Q2 2022	11
Windsor Wealth Management, Inc.	4	3	0.05%	0.18%	0.38%	Q4 2017	Q1 2022	11
HHG & Company, LLC	11	11	0.09%	0.52%	1.08%	Q2 2013	Q4 2015	11
Spire Wealth Management	11	11	0.03%	0.06%	0.08%	Q1 2021	Q3 2023	11
Bridgewater Advisors Inc.	11	11	0.17%	0.23%	0.30%	Q1 2021	Q3 2023	11
Ameraudi Asset Management, Inc.	10	1	0.10%	0.14%	0.18%	Q4 2019	Q3 2023	11
FLOW TRADERS U.S. LLC	2	1	0.05%	3.48%	20.24%	Q2 2014	Q2 2023	11
Greenline Partners, LLC	11	11	0.01%	0.10%	0.30%	Q1 2020	Q3 2022	11
Alaska Wealth Advisors	5	2	0.04%	0.07%	0.15%	Q4 2017	Q3 2023	11
Piscataqua Savings Bank	11	11	0.00%	0.04%	0.08%	Q1 2021	Q3 2023	11
Ironsides Asset Advisors, LLC	10	1	0.10%	0.30%	0.97%	Q2 2014	Q3 2017	11
Zuckerman Investment Group, LLC	11	11	0.90%	1.03%	1.15%	Q1 2021	Q3 2023	11
Bernardo Wealth Planning LLC	9	2	0.08%	0.31%	0.52%	Q4 2018	Q2 2023	11
Newport Capital Group, LLC	9	2	3.54%	4.93%	6.19%	Q4 2020	Q3 2023	11
GSB Wealth Management, LLC	11	11	0.11%	0.59%	1.15%	Q1 2021	Q3 2023	11
Campion Asset Management	11	11	5.59%	6.20%	7.35%	Q1 2021	Q3 2023	11
Navalign, LLC	11	11	0.10%	0.31%	0.79%	Q1 2021	Q3 2023	11
Capital Advisors Wealth Management, LLC	11	11	0.14%	2.68%	5.79%	Q1 2021	Q3 2023	11
1st Global Advisors, Inc.	10	1	0.05%	0.12%	0.37%	Q3 2014	Q2 2017	11
Fi3 FINANCIAL ADVISORS, LLC	11	11	11.84%	14.84%	19.34%	Q1 2021	Q3 2023	11
MACROVIEW INVESTMENT MANAGEMENT LLC	9	2	0.00%	0.01%	0.04%	Q1 2018	Q3 2023	11
Legacy Wealth Asset Management, LLC	7	4	0.08%	0.10%	0.11%	Q4 2020	Q3 2023	11
Adero Partners, LLC	10	1	0.05%	0.13%	0.29%	Q4 2019	Q3 2023	11
Verde Capital Management	11	11	0.54%	5.85%	10.19%	Q1 2021	Q3 2023	11
Brown Miller Wealth Management, LLC	11	11	0.12%	0.63%	0.91%	Q4 2020	Q2 2023	11
WestHill Financial Advisors, Inc.	9	2	11.53%	12.37%	13.02%	Q4 2020	Q3 2023	11
CHILDRESS CAPITAL ADVISORS, LLC	11	11	0.34%	0.62%	1.14%	Q4 2020	Q2 2023	11
FIRST MERCHANTS CORP	10	1	0.02%	0.35%	0.60%	Q3 2017	Q4 2022	11
TRUEWEALTH LLC	11	11	0.37%	0.72%	2.28%	Q4 2017	Q2 2020	11
Redhawk Wealth Advisors, Inc.	9	2	0.10%	0.17%	0.23%	Q3 2018	Q3 2023	11
Narus Financial Partners, LLC	7	4	1.10%	1.38%	1.84%	Q4 2016	Q3 2023	11
Austin Private Wealth, LLC	11	11	3.78%	4.25%	5.09%	Q1 2021	Q3 2023	11
FRONTIER INVESTMENT MGMT CO	8	1	0.02%	0.03%	0.08%	Q2 2014	Q2 2020	11
Clearview Wealth Advisors LLC	11	11	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	11
CURIAN CAPITAL LLC	11	11	0.04%	0.31%	0.90%	Q2 2013	Q4 2015	11
BEAM WEALTH ADVISORS, INC.	6	5	0.21%	0.26%	0.32%	Q3 2020	Q3 2023	11
Wolf Group Capital Advisors	10	1	0.09%	0.36%	0.53%	Q4 2013	Q4 2021	11
Applied Capital LLC	11	11	8.39%	10.48%	12.38%	Q1 2021	Q3 2023	11
Ensemble Capital Management	11	11	0.16%	0.20%	0.24%	Q2 2013	Q4 2015	11
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	11	11	0.10%	0.71%	2.58%	Q1 2021	Q3 2023	11
Addison Advisors LLC	10	1	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	11
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11	11	0.07%	0.09%	0.12%	Q1 2021	Q3 2023	11
CT Financial Advisors LLC	10	1	0.05%	0.05%	0.06%	Q1 2014	Q1 2017	11
MBA Advisors LLC	11	11	0.44%	0.77%	1.13%	Q1 2021	Q3 2023	11
EPG Wealth Management LLC	6	2	0.01%	0.16%	0.45%	Q4 2019	Q3 2023	11
OLD MISSION CAPITAL LLC	3	1	1.21%	3.37%	14.13%	Q4 2014	Q2 2023	11
Fairfield University	10	1	0.49%	20.83%	25.07%	Q4 2015	Q3 2018	11
Donald L. Hagan, LLC	11	11	0.15%	0.26%	0.33%	Q1 2020	Q3 2022	11
SIMMONS FIRST TRUST CO NA	11	11	1.73%	2.83%	4.01%	Q2 2013	Q4 2015	11
Cornerstone Wealth Advisors, Inc.	11	11	3.09%	3.94%	4.48%	Q1 2021	Q3 2023	11
FMA ADVISORY INC	10	1	1.79%	2.42%	3.05%	Q1 2017	Q4 2019	11
COBIZ WEALTH, LLC	10	1	0.00%	0.40%	1.43%	Q2 2013	Q2 2019	11
Provident Wealth Management, LLC	11	11	1.57%	2.74%	4.51%	Q1 2021	Q3 2023	11
EQ LLC	11	11	0.95%	1.10%	1.57%	Q4 2020	Q2 2023	11
MATRIX ASSET ADVISORS INC/NY	11	11	0.05%	0.38%	0.74%	Q1 2021	Q3 2023	11
VOYA INVESTMENT MANAGEMENT LLC	10	1	0.00%	0.14%	0.24%	Q1 2017	Q3 2023	11
VAN DEN BERG MANAGEMENT I, INC	11	11	0.04%	0.19%	0.29%	Q1 2021	Q3 2023	11
FIRST MERCANTILE TRUST CO	10	10	3.95%	5.88%	10.08%	Q2 2019	Q3 2021	10
WNY Asset Management, LLC	10	10	0.08%	0.50%	1.66%	Q2 2021	Q3 2023	10
Hilltop Holdings Inc.	5	5	0.02%	0.04%	0.07%	Q1 2021	Q3 2023	10
PFS INVESTMENTS INC.	10	10	0.02%	0.06%	0.12%	Q1 2021	Q2 2023	10
Starfire Investment Advisers, Inc.	10	10	0.58%	2.11%	4.56%	Q1 2018	Q2 2020	10
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	10	10	0.14%	0.24%	0.42%	Q3 2020	Q4 2022	10
Hayden Royal, LLC	7	1	0.16%	0.61%	1.15%	Q1 2019	Q4 2021	10
SWMG, LLC	6	4	0.72%	1.25%	1.68%	Q4 2020	Q2 2023	10
Castleview Partners, LLC	8	1	0.00%	0.09%	0.41%	Q1 2018	Q3 2023	10
Live Your Vision, LLC	7	3	0.04%	0.54%	2.52%	Q2 2015	Q1 2019	10
ROCKY MOUNTAIN ADVISERS, LLC	5	5	0.00%	0.12%	0.25%	Q3 2017	Q3 2023	10
Elevated Capital Advisors, LLC	5	1	1.58%	2.20%	2.59%	Q1 2019	Q3 2023	10
Private Vista, LLC	10	10	0.06%	0.22%	0.75%	Q1 2018	Q2 2020	10
Gruss & Co., LLC	10	10	0.47%	1.79%	4.93%	Q1 2015	Q2 2017	10
TCG Advisory Services, LLC	7	3	0.08%	0.22%	0.48%	Q1 2021	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.20%	0.34%	0.44%	Q1 2021	Q3 2023	10
Lumature Wealth Partners, LLC	10	10	0.04%	0.04%	0.06%	Q1 2021	Q2 2023	10
KCS Wealth Advisory	5	2	0.10%	0.15%	0.20%	Q2 2019	Q2 2022	10
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	10	10	0.52%	1.65%	2.84%	Q4 2017	Q1 2020	10
jvl associates llc	10	10	0.34%	0.64%	2.44%	Q1 2020	Q2 2022	10
Renaissance Technologies	4	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2022	10
Hall Kathryn A.	7	3	0.32%	3.34%	12.51%	Q2 2014	Q3 2020	10
OTA Financial Group L.P.	5	1	0.33%	0.66%	1.20%	Q2 2013	Q1 2018	10
Hillview Capital Advisors, LLC	10	10	52.88%	66.94%	76.37%	Q1 2017	Q2 2019	10
Capital Advantage, Inc.	5	1	0.05%	0.06%	0.09%	Q1 2017	Q1 2021	10
Blueprint Investment Partners LLC	9	1	0.53%	2.15%	4.08%	Q2 2020	Q3 2023	10
Prism Advisors, Inc.	9	1	0.15%	0.31%	1.24%	Q4 2017	Q3 2022	10
Barber Financial Group, Inc.	10	10	0.05%	0.42%	1.04%	Q4 2016	Q1 2019	10
CITY NATIONAL BANK	10	10	0.75%	1.80%	3.31%	Q2 2013	Q3 2015	10
HBW ADVISORY SERVICES LLC	10	10	0.06%	0.20%	0.43%	Q2 2021	Q3 2023	10
PSI Advisors, LLC	9	1	0.00%	0.03%	0.11%	Q4 2019	Q3 2023	10
Huber Financial Advisors, LLC	10	10	1.99%	5.29%	8.46%	Q4 2017	Q1 2020	10
Avidian Wealth Solutions, LLC	10	10	0.02%	0.30%	0.62%	Q2 2021	Q3 2023	10
TRANSCEND CAPITAL ADVISORS, LLC	10	10	0.02%	0.03%	0.05%	Q2 2021	Q3 2023	10
Pinnacle Summer Investments, Inc.	8	2	0.01%	0.01%	0.01%	Q2 2013	Q4 2015	10
First Bancorp, Inc /ME/	9	1	5.38%	6.45%	7.49%	Q1 2021	Q3 2023	10
Sullivan, Bruyette, Speros & Blaney, LLC	10	10	6.93%	7.32%	8.15%	Q4 2018	Q1 2021	10
Canvas Wealth Advisors, LLC	6	4	0.10%	0.24%	0.47%	Q1 2021	Q3 2023	10
Centerpoint Advisors, LLC	10	10	0.19%	0.21%	0.24%	Q2 2021	Q3 2023	10
Valtinson Bruner Financial Planning LLC	5	1	0.12%	0.25%	0.51%	Q1 2019	Q3 2023	10
Hill Investment Group Partners, LLC	10	10	0.05%	0.16%	0.40%	Q2 2021	Q3 2023	10
ACAS, LLC	6	4	0.53%	0.71%	0.92%	Q1 2021	Q3 2023	10
Koss-Olinger Consulting, LLC	10	10	0.04%	0.05%	0.07%	Q2 2021	Q3 2023	10
Convergent Wealth Advisors	10	10	0.96%	4.64%	9.88%	Q2 2013	Q3 2015	10
Pallas Capital Advisors LLC	10	10	0.05%	0.17%	0.33%	Q2 2021	Q3 2023	10
Compton Wealth Advisory Group, LLC	10	10	0.21%	2.54%	6.32%	Q4 2018	Q1 2021	10
Lake Point Wealth Management	5	2	0.00%	0.07%	0.56%	Q4 2018	Q2 2022	10
Bank of New Hampshire	10	10	1.42%	1.74%	2.28%	Q2 2021	Q3 2023	10
PENOBSCOT WEALTH MANAGEMENT	10	10	11.51%	15.38%	18.43%	Q2 2021	Q3 2023	10
MOTIVE WEALTH ADVISORS	10	10	7.35%	8.58%	9.66%	Q2 2021	Q3 2023	10
Biltmore Family Office, LLC	10	10	0.17%	0.22%	0.32%	Q2 2021	Q3 2023	10
Vanguard Personalized Indexing Management, LLC	10	10	0.20%	0.66%	1.43%	Q3 2020	Q4 2022	10
All Terrain Financial Advisors, LLC	9	1	0.15%	0.19%	0.27%	Q4 2017	Q4 2022	10
Cherry Creek Investment Advisors, Inc.	10	10	0.19%	0.31%	0.47%	Q2 2021	Q3 2023	10
Blue Barn Wealth, LLC	10	10	0.33%	0.38%	0.48%	Q2 2021	Q3 2023	10
MorganRosel Wealth Management, LLC	7	3	0.26%	0.46%	0.85%	Q1 2021	Q3 2023	10
Nachman Norwood & Parrott, Inc	6	4	0.03%	0.04%	0.06%	Q4 2018	Q2 2021	10
Eudaimonia Partners, LLC	6	4	0.01%	0.42%	1.16%	Q4 2019	Q3 2023	10
Whitcomb & Hess, Inc.	10	10	11.56%	12.61%	14.44%	Q2 2021	Q3 2023	10
GUARDIAN CAPITAL ADVISORS LP	5	1	0.03%	0.11%	0.88%	Q3 2017	Q3 2023	10
JBF Capital, Inc.	10	10	0.00%	0.63%	2.27%	Q2 2013	Q3 2015	10
AWM CAPITAL, LLC	9	9	0.06%	0.14%	0.25%	Q3 2021	Q3 2023	9
Vickerman Investment Advisors, Inc.	9	9	0.14%	0.33%	0.54%	Q3 2021	Q3 2023	9
361 CAPITAL LLC	9	9	0.18%	0.29%	0.43%	Q2 2018	Q2 2020	9
First Command Advisory Services, Inc.	3	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	9
SkyView Investment Advisors, LLC	8	1	0.46%	0.74%	1.16%	Q4 2020	Q2 2023	9
LOWE BROCKENBROUGH & CO INC	9	9	0.65%	1.11%	1.66%	Q3 2021	Q3 2023	9
Fragasso Group Inc.	9	9	0.05%	0.06%	0.08%	Q4 2021	Q4 2023	9
Orion Capital Management LLC	8	1	0.02%	0.04%	0.14%	Q4 2020	Q3 2023	9
Nexus Investment Management ULC	9	9	0.04%	0.05%	0.05%	Q2 2019	Q2 2021	9
Dentgroup LLC	9	9	0.93%	1.15%	1.44%	Q4 2021	Q4 2023	9
STONNINGTON GROUP, LLC	9	9	0.06%	0.09%	0.12%	Q1 2021	Q1 2023	9
Savior LLC	9	9	0.00%	0.05%	0.36%	Q4 2019	Q4 2021	9
DeDora Capital, Inc.	7	1	0.01%	0.62%	1.62%	Q4 2017	Q1 2022	9
American Financial Network Advisory Services LLC	9	9	0.43%	0.55%	0.75%	Q3 2017	Q3 2019	9
Tenret Co LLC	9	9	12.95%	14.95%	16.84%	Q2 2021	Q2 2023	9
QCM Cayman, Ltd.	3	1	0.11%	2.46%	7.20%	Q2 2015	Q2 2023	9
Five Oceans Advisors	9	9	1.82%	2.48%	3.91%	Q3 2021	Q3 2023	9
HALBERT HARGROVE GLOBAL ADVISORS, LLC	8	1	0.02%	0.61%	0.96%	Q2 2021	Q3 2023	9
MFA WEALTH ADVISORS, LLC	6	1	0.02%	7.26%	12.91%	Q3 2018	Q1 2022	9
Daniels&Tansey,LLP	9	9	1.18%	2.90%	7.70%	Q3 2020	Q3 2022	9
Gs Investments, Inc.	9	9	0.50%	0.68%	0.78%	Q3 2021	Q3 2023	9
Intellectus Partners, LLC	8	1	0.01%	0.01%	0.02%	Q4 2016	Q1 2019	9
VECTOR WEALTH MANAGEMENT, LLC	9	9	0.19%	0.25%	0.36%	Q4 2014	Q4 2016	9
CHATHAM CAPITAL GROUP, INC.	5	1	0.06%	1.04%	4.46%	Q1 2015	Q3 2023	9
SCHRODER INVESTMENT MANAGEMENT GROUP	8	1	0.02%	0.03%	0.06%	Q2 2013	Q4 2015	9
FIRST INTERSTATE BANK	6	3	0.02%	0.07%	0.42%	Q2 2019	Q3 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.05%	0.29%	0.57%	Q4 2019	Q3 2023	9
Pinion Investment Advisors, LLC	5	4	0.64%	1.87%	3.05%	Q1 2018	Q3 2023	9
BW Gestao de Investimentos Ltda.	9	9	3.07%	12.63%	23.31%	Q1 2015	Q1 2017	9
Sugarloaf Wealth Management, LLC	5	4	0.00%	0.02%	0.10%	Q4 2019	Q3 2023	9
EASTERN BANK	8	1	0.03%	1.04%	1.82%	Q1 2018	Q3 2023	9
Professional Financial Advisors, LLC	9	9	0.02%	0.02%	0.03%	Q3 2020	Q3 2022	9
Aletheian Wealth Advisors LLC	9	9	7.85%	9.08%	12.18%	Q4 2021	Q4 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.02%	0.06%	0.08%	Q2 2013	Q2 2015	9
PEAVINE CAPITAL, LLC	8	1	0.10%	0.27%	0.32%	Q4 2013	Q3 2018	9
GPS Wealth Strategies Group, LLC	6	3	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	9
SHINE INVESTMENT ADVISORY SERVICES INC	8	1	0.00%	0.00%	0.01%	Q2 2017	Q3 2020	9
First Capital Advisors Group, LLC.	7	1	0.01%	1.24%	2.01%	Q1 2018	Q2 2023	9
BAKER BOYER NATIONAL BANK	8	1	1.00%	1.62%	2.00%	Q2 2021	Q3 2023	9
Marquette Asset Management, LLC	9	9	0.00%	0.01%	0.04%	Q3 2021	Q3 2023	9
Advocacy Wealth Management Services, LLC	3	1	0.00%	1.00%	4.63%	Q2 2013	Q1 2018	9
ATTICUS WEALTH MANAGEMENT, LLC	8	1	0.00%	0.06%	0.11%	Q4 2019	Q3 2023	9
Riverview Trust Co	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
Watchman Group, Inc.	5	4	0.11%	0.16%	0.20%	Q1 2021	Q3 2023	9
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9	9	0.00%	0.03%	0.14%	Q3 2021	Q3 2023	9
Roberts Wealth Advisors, LLC	9	9	2.84%	3.13%	3.41%	Q3 2021	Q3 2023	9
Rappaport Reiches Capital Management, LLC	5	4	0.10%	0.20%	0.27%	Q2 2021	Q3 2023	9
ARS Wealth Advisors Group, LLC	9	9	0.04%	0.06%	0.08%	Q3 2021	Q3 2023	9
Innova Wealth Partners	5	4	0.16%	1.61%	2.00%	Q4 2020	Q3 2023	9
Independent Wealth Network Inc.	9	9	0.29%	0.36%	0.38%	Q3 2021	Q3 2023	9
PITCAIRN CO	9	9	0.05%	0.08%	0.24%	Q1 2021	Q1 2023	9
BlackRock Investment Management, LLC	6	1	0.00%	0.00%	0.00%	Q3 2013	Q2 2016	9
MBB PUBLIC MARKETS I LLC	8	8	0.01%	14.19%	23.00%	Q4 2021	Q3 2023	9
SeaBridge Investment Advisors LLC	9	9	0.11%	0.13%	0.15%	Q3 2021	Q3 2023	9
Freedom Day Solutions, LLC	9	9	0.10%	0.19%	0.30%	Q2 2021	Q2 2023	9
Phoenix Wealth Advisors	5	4	0.01%	1.87%	11.25%	Q4 2020	Q3 2023	9
Domani Wealth, LLC	5	4	0.07%	0.19%	0.37%	Q4 2015	Q1 2021	9
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	9	9	0.02%	0.03%	0.03%	Q2 2017	Q2 2019	9
Atlas Brown,Inc.	8	1	0.08%	0.17%	0.32%	Q1 2018	Q2 2020	9
Badgley Phelps Wealth Managers, LLC	9	9	2.42%	2.56%	2.81%	Q3 2021	Q3 2023	9
Capital Group Private Client Services, Inc.	9	9	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	9
Strategic Family Wealth Counselors, L.L.C.	8	1	0.08%	0.10%	0.12%	Q3 2020	Q4 2022	9
Highmount Capital, LLC	9	9	0.92%	1.20%	1.41%	Q2 2013	Q2 2015	9
Constellation Wealth Advisors, LLC	9	9	0.03%	1.41%	10.65%	Q3 2013	Q3 2015	9
McAdam, LLC	3	3	0.00%	0.24%	0.49%	Q1 2018	Q3 2023	9
LAKE STREET PRIVATE WEALTH, LLC	9	9	0.07%	0.13%	0.20%	Q3 2021	Q3 2023	9
FIRST UNITED BANK & TRUST	7	2	0.18%	0.21%	0.28%	Q1 2021	Q3 2023	9
Integrated Wealth Management	9	9	0.92%	1.19%	1.75%	Q1 2015	Q1 2017	9
Hoese & Co LLP	6	3	0.02%	0.02%	0.03%	Q2 2021	Q4 2023	9
ASPIRIANT HOLDINGS S3, LLC	9	9	0.08%	0.85%	2.11%	Q4 2013	Q4 2015	9
OptiFour Integrated Wealth Management, LLC	9	9	0.32%	0.36%	0.40%	Q4 2017	Q4 2019	9
WealthOne, LLC	4	1	0.07%	0.09%	0.14%	Q4 2018	Q3 2023	9
Fermata Advisors, LLC	5	4	0.08%	0.16%	0.31%	Q1 2021	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	0.46%	0.58%	0.77%	Q3 2021	Q3 2023	9
WMS Partners, LLC	7	2	0.03%	0.07%	0.11%	Q2 2021	Q3 2023	9
EMERSON INVESTMENT MANAGEMENT, LLC	9	9	0.04%	0.07%	0.09%	Q2 2013	Q2 2015	9
ACIMA PRIVATE WEALTH, LLC	6	3	0.02%	0.10%	0.21%	Q4 2018	Q1 2022	9
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	9	9	15.51%	16.11%	16.46%	Q4 2013	Q4 2015	9
LOGAN CAPITAL MANAGEMENT INC	7	2	0.00%	0.01%	0.03%	Q2 2021	Q3 2023	9
Stanford Investment Group, Inc.	9	9	1.13%	5.00%	10.50%	Q4 2014	Q4 2016	9
U.S. Capital Wealth Advisors, LLC	9	9	0.09%	0.13%	0.20%	Q3 2021	Q3 2023	9
NORTHWEST INVESTMENT COUNSELORS, LLC	5	1	0.00%	0.05%	0.13%	Q3 2017	Q3 2023	9
Astoria Strategic Wealth, Inc.	9	9	0.20%	0.28%	0.42%	Q4 2019	Q4 2021	9
Squar Milner Financial Services LLC	9	9	0.04%	0.10%	0.16%	Q2 2018	Q2 2020	9
Meridian Wealth Advisors, LLC	5	4	0.12%	0.76%	2.12%	Q4 2018	Q3 2023	9
GoalVest Advisory LLC	8	1	0.04%	0.11%	0.14%	Q2 2021	Q4 2023	9
Covestor Ltd	8	8	0.54%	0.81%	1.01%	Q4 2021	Q3 2023	8
First Allied Asset Management, Inc.	8	8	1.27%	2.41%	3.81%	Q2 2013	Q1 2015	8
AEGON USA Investment Management, LLC	8	8	0.63%	0.96%	1.55%	Q2 2013	Q1 2015	8
Tanglewood Wealth Management, Inc.	8	8	0.77%	7.20%	10.71%	Q4 2021	Q3 2023	8
Accredited Investors Inc.	8	8	0.08%	1.67%	2.36%	Q4 2021	Q3 2023	8
Virtu Financial LLC	4	1	0.01%	0.08%	0.20%	Q4 2013	Q2 2018	8
Sterneck Capital Management, LLC	4	1	0.12%	0.16%	0.21%	Q2 2017	Q1 2022	8
Schwab Charitable Fund	6	2	0.02%	0.23%	0.56%	Q3 2018	Q1 2021	8
Advance Capital Management, Inc.	8	8	0.03%	0.06%	0.13%	Q4 2021	Q3 2023	8
Crossmark Global Holdings, Inc.	5	1	0.01%	0.01%	0.01%	Q3 2016	Q1 2022	8
WealthStone, Inc.	8	8	0.09%	0.18%	0.32%	Q2 2019	Q1 2021	8
Baltimore-Washington Financial Advisors, Inc.	4	1	0.01%	0.02%	0.02%	Q4 2013	Q3 2023	8
Migdal Insurance & Financial Holdings Ltd.	8	8	0.00%	0.02%	0.06%	Q4 2021	Q3 2023	8
Miller Investment Management, LP	8	8	0.09%	0.12%	0.16%	Q4 2021	Q3 2023	8
RS CRUM INC.	8	8	2.18%	3.46%	5.35%	Q4 2021	Q3 2023	8
Surevest, LLC	7	1	0.10%	0.21%	0.51%	Q4 2018	Q3 2022	8
Beta Wealth Group, Inc.	8	8	4.10%	4.82%	5.40%	Q1 2021	Q4 2022	8
Asset Management Advisors, LLC	8	8	3.23%	4.08%	4.74%	Q3 2020	Q2 2022	8
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
Shoker Investment Counsel, Inc.	5	3	0.10%	0.16%	0.22%	Q4 2018	Q4 2021	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.02%	0.04%	0.06%	Q4 2013	Q3 2015	8
Dunvegan Associates, Inc.	8	8	0.04%	0.05%	0.06%	Q1 2014	Q4 2015	8
Burt Wealth Advisors	8	8	0.03%	0.03%	0.03%	Q1 2019	Q4 2020	8
Industrial Alliance Investment Management Inc.	8	8	0.00%	0.02%	0.04%	Q4 2021	Q3 2023	8
Exchange Capital Management, Inc.	3	1	0.00%	0.02%	0.04%	Q2 2013	Q2 2023	8
Pillar Wealth Advisors, LLC	8	8	4.47%	5.21%	5.88%	Q4 2021	Q3 2023	8
Trexquant Investment LP	4	1	0.01%	0.06%	0.17%	Q1 2020	Q1 2023	8
Man Group plc	7	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2021	8
PERRITT CAPITAL MANAGEMENT INC	6	2	0.04%	0.22%	0.37%	Q1 2015	Q1 2020	8
Blooom, Inc.	8	8	0.55%	0.79%	1.22%	Q4 2020	Q3 2022	8
SHAKESPEARE WEALTH MANAGEMENT, INC.	8	8	0.08%	0.12%	0.17%	Q4 2021	Q3 2023	8
NORWOOD FINANCIAL CORP	8	8	0.58%	0.62%	0.70%	Q4 2021	Q3 2023	8
Alpha Omega Wealth Management LLC	6	2	0.01%	0.05%	0.06%	Q1 2019	Q3 2023	8
Fiduciary Wealth Partners, LLC	8	8	26.88%	30.59%	39.58%	Q4 2015	Q3 2017	8
Threshold Group LLC	8	8	2.01%	2.55%	3.50%	Q4 2015	Q3 2017	8
Compass Financial Group, Inc.	7	1	2.10%	4.93%	6.08%	Q3 2020	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.02%	0.03%	0.03%	Q2 2013	Q1 2015	8
MCMORGAN & CO LLC	8	8	0.16%	0.17%	0.20%	Q4 2021	Q3 2023	8
GROUP ONE TRADING, L.P.	2	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2023	8
Warren Street Wealth Advisors, LLC	8	8	0.55%	0.66%	0.81%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	7.85%	8.66%	9.15%	Q1 2017	Q4 2018	8
EverSource Wealth Advisors, LLC	8	8	3.67%	4.08%	5.31%	Q4 2021	Q3 2023	8
Capital Bank & Trust Co	5	3	0.00%	0.00%	0.01%	Q1 2019	Q2 2021	8
Strategic Wealth Partners, Ltd.	8	8	0.00%	0.14%	0.54%	Q4 2017	Q3 2019	8
Francis Financial, Inc.	6	2	0.26%	0.86%	1.98%	Q4 2017	Q3 2023	8
FAYEZ SAROFIM & CO	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
YALE UNIVERSITY	5	3	0.20%	16.38%	82.03%	Q1 2020	Q1 2022	8
FULTON BREAKEFIELD BROENNIMAN LLC	8	8	0.11%	0.23%	0.29%	Q4 2021	Q3 2023	8
Ballast, Inc.	8	8	0.23%	0.66%	1.02%	Q4 2017	Q3 2019	8
Legacy Financial Advisors, Inc.	8	8	0.05%	0.30%	0.62%	Q4 2021	Q3 2023	8
Leeward Financial Partners, LLC	8	8	2.50%	3.41%	3.83%	Q4 2021	Q3 2023	8
Pflug Koory, LLC	8	8	0.45%	0.50%	0.53%	Q2 2020	Q1 2022	8
Mount Yale Investment Advisors, LLC	5	1	0.04%	0.07%	0.20%	Q1 2018	Q4 2022	8
Aquire Wealth Advisors, LLC	8	8	0.88%	2.05%	3.45%	Q4 2021	Q3 2023	8
VisionPoint Advisory Group, LLC	6	2	0.03%	0.14%	0.37%	Q4 2018	Q3 2023	8
Pasadena Private Wealth, LLC	8	8	0.09%	0.15%	0.32%	Q4 2021	Q3 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	0.01%	0.01%	0.01%	Q2 2013	Q1 2015	8
VeraBank, N.A.	8	8	0.13%	0.18%	0.21%	Q4 2021	Q3 2023	8
JBJ Investment Partners, LLC	8	8	2.36%	3.58%	4.63%	Q1 2020	Q4 2021	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.10%	0.13%	0.15%	Q4 2021	Q3 2023	8
OneAscent Financial Services LLC	4	1	0.14%	0.23%	0.37%	Q1 2020	Q3 2023	8
Sunburst Financial Group, LLC	8	8	0.12%	0.43%	0.66%	Q4 2021	Q3 2023	8
RE Dickinson Investment Advisors, LLC	8	8	2.05%	6.71%	10.90%	Q4 2021	Q3 2023	8
Summit Wealth Group, LLC	5	1	2.84%	8.21%	12.08%	Q4 2019	Q2 2023	8
Total Clarity Wealth Management, Inc.	7	1	0.04%	0.57%	0.74%	Q4 2019	Q3 2023	8
Beaumont Capital Management, LLC	8	8	2.75%	3.83%	4.51%	Q4 2021	Q3 2023	8
Flower City Capital	8	8	1.39%	2.99%	5.74%	Q4 2021	Q3 2023	8
Revolve Wealth Partners, LLC	8	8	0.55%	0.67%	0.80%	Q4 2021	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	0.22%	0.24%	0.31%	Q4 2021	Q3 2023	8
Grant/GrossMendelsohn, LLC	8	8	0.10%	0.22%	0.31%	Q4 2021	Q3 2023	8
Vise Technologies, Inc.	8	8	0.47%	1.36%	1.79%	Q4 2021	Q3 2023	8
Intrua Financial, LLC	7	1	0.09%	0.26%	0.35%	Q2 2020	Q1 2023	8
ABSOLUTE CAPITAL MANAGEMENT, LLC	8	8	0.32%	0.55%	0.72%	Q4 2021	Q3 2023	8
Onyx Bridge Wealth Group LLC	4	4	0.08%	0.32%	0.95%	Q1 2021	Q3 2023	8
CATALYST PRIVATE WEALTH, LLC	7	1	0.12%	0.15%	0.18%	Q3 2020	Q3 2023	8
Rise Advisors, LLC	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
Baron Financial Group, LLC	8	8	0.08%	0.09%	0.12%	Q3 2020	Q2 2022	8
Wealthstream Advisors, Inc.	8	8	0.38%	0.43%	0.52%	Q4 2021	Q3 2023	8
Clear Perspectives Financial Planning, LLC	6	2	0.00%	0.58%	4.19%	Q4 2020	Q1 2023	8
Taylor & Morgan Wealth Management, LLC	8	8	0.79%	0.98%	1.25%	Q4 2021	Q3 2023	8
OneAscent Wealth Management LLC	5	1	0.12%	0.16%	0.21%	Q4 2020	Q3 2023	8
FIRETHORN WEALTH PARTNERS, LLC	8	8	0.19%	0.21%	0.24%	Q4 2021	Q3 2023	8
True Link Financial Advisors, LLC	8	8	0.03%	0.09%	0.23%	Q4 2020	Q3 2022	8
Round Rock Advisors, LLC	8	8	0.26%	0.29%	0.36%	Q4 2021	Q3 2023	8
Thrive Wealth Management, LLC	8	8	0.26%	0.34%	0.43%	Q4 2021	Q3 2023	8
Willis Johnson & Associates, Inc.	8	8	0.19%	0.22%	0.27%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.02%	0.03%	0.05%	Q4 2020	Q3 2022	8
SELDON CAPITAL LP	8	8	3.52%	5.14%	6.58%	Q4 2021	Q3 2023	8
C2C Wealth Management, LLC	8	8	0.34%	0.44%	0.52%	Q4 2021	Q3 2023	8
Level Financial Advisors	8	8	5.57%	6.57%	7.55%	Q4 2021	Q3 2023	8
Treynor Bancshares, Inc.	8	8	0.56%	0.61%	0.67%	Q4 2021	Q3 2023	8
Twelve Points Wealth Management LLC	8	8	0.34%	0.52%	0.66%	Q4 2021	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	2.99%	3.57%	4.30%	Q4 2021	Q3 2023	8
DB Fitzpatrick & Co, Inc	8	8	0.15%	0.23%	0.26%	Q4 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.22%	0.27%	0.34%	Q3 2021	Q3 2023	8
MARIPAU WEALTH MANAGEMENT LLC	8	8	2.38%	2.76%	3.19%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.11%	0.14%	0.15%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	1.76%	2.67%	3.58%	Q4 2021	Q3 2023	8
Bromfield Sneider Wealth Advisors	8	8	0.05%	0.06%	0.07%	Q1 2022	Q4 2023	8
Tanager Wealth Management LLP	8	8	7.55%	9.04%	12.03%	Q4 2021	Q3 2023	8
Atlantic Private Wealth, LLC	8	8	0.23%	0.25%	0.27%	Q4 2021	Q3 2023	8
Collaborative Wealth Managment Inc.	6	1	0.17%	0.23%	0.32%	Q1 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.26%	0.43%	0.81%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.10%	0.11%	0.13%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	8.92%	10.04%	10.90%	Q4 2021	Q3 2023	8
Wick Capital Partners, LLC	8	8	0.24%	0.42%	1.04%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	8.34%	9.14%	10.09%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.05%	0.09%	0.25%	Q4 2021	Q3 2023	8
American Trust	8	8	2.22%	3.34%	4.55%	Q4 2021	Q3 2023	8
GPWM LLC	8	8	9.84%	10.98%	11.92%	Q4 2021	Q3 2023	8
Morling Financial Advisors, LLC	8	8	2.76%	3.27%	4.20%	Q4 2021	Q3 2023	8
Orcam Financial Group	8	8	2.02%	2.20%	2.33%	Q4 2021	Q3 2023	8
Scott Capital Advisors, LLC	8	8	0.91%	1.07%	1.32%	Q4 2021	Q3 2023	8
Conrad Siegel Investment Advisors, Inc.	8	8	0.33%	1.49%	3.75%	Q4 2021	Q3 2023	8
Viewpoint Capital Management LLC	8	8	0.41%	0.52%	0.61%	Q4 2021	Q3 2023	8
Eagle Bluffs Wealth Management LLC	8	8	1.80%	6.68%	8.06%	Q4 2021	Q3 2023	8
MAS Advisors LLC	8	8	0.69%	1.07%	1.66%	Q4 2021	Q3 2023	8
OLIO Financial Planning	8	8	0.14%	6.92%	11.88%	Q4 2021	Q3 2023	8
Evolution Advisers, Inc.	8	8	14.10%	14.89%	15.66%	Q4 2021	Q3 2023	8
PACK Private Wealth, LLC	8	8	18.10%	19.34%	20.57%	Q4 2021	Q3 2023	8
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	8	8	1.30%	2.12%	3.72%	Q4 2021	Q3 2023	8
Von Berge Wealth Management Group, LLC	8	8	3.16%	4.47%	5.70%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	0.33%	0.40%	0.49%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.28%	0.49%	0.66%	Q4 2021	Q3 2023	8
Stone Point Wealth LLC	8	8	0.87%	1.08%	1.20%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.30%	3.49%	4.74%	Q4 2021	Q3 2023	8
Laraway Financial Advisors Inc	8	8	1.89%	2.95%	3.48%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	0.01%	0.03%	0.05%	Q4 2021	Q3 2023	8
LifeGuide Financial Advisors, LLC	8	8	1.08%	2.76%	4.32%	Q4 2021	Q3 2023	8
Allie Family Office LLC	8	8	0.23%	0.44%	0.58%	Q4 2021	Q3 2023	8
Echo45 Advisors LLC	8	8	11.76%	12.40%	13.76%	Q4 2021	Q3 2023	8
Kearns & Associates LLC	8	8	7.93%	8.30%	8.64%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Sweet Financial Partners, LLC	8	8	0.30%	0.35%	0.56%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.73%	2.67%	3.87%	Q4 2021	Q3 2023	8
Gould Capital, LLC	8	8	0.00%	2.78%	7.45%	Q4 2021	Q3 2023	8
JOURNEY STRATEGIC WEALTH LLC	8	8	0.13%	0.25%	0.34%	Q4 2021	Q3 2023	8
New Millennium Group LLC	8	8	0.03%	0.63%	0.98%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	3.27%	4.31%	5.11%	Q4 2021	Q3 2023	8
Zullo Investment Group, Inc.	8	8	0.16%	0.19%	0.25%	Q4 2021	Q3 2023	8
Morton Brown Family Wealth, LLC	8	8	5.85%	6.88%	7.37%	Q4 2021	Q3 2023	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.23%	0.38%	0.56%	Q4 2021	Q3 2023	8
GREENUP STREET WEALTH MANAGEMENT LLC	8	8	0.10%	0.19%	0.34%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	1.89%	2.06%	2.27%	Q4 2021	Q3 2023	8
Ameliora Wealth Management Ltd.	8	8	1.80%	3.15%	6.20%	Q4 2021	Q3 2023	8
Archvest Wealth Advisors, Inc.	8	8	3.00%	3.31%	3.49%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.21%	0.25%	0.31%	Q4 2021	Q3 2023	8
Unconventional Investor, LLC	8	8	6.38%	7.62%	8.25%	Q4 2021	Q3 2023	8
DRAVO BAY LLC	8	8	16.73%	17.07%	17.60%	Q4 2021	Q3 2023	8
Prosperity Consulting Group, LLC	8	8	1.69%	2.19%	2.87%	Q4 2021	Q3 2023	8
Confluence Wealth Services, Inc.	8	8	0.10%	0.16%	0.32%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	0.85%	1.25%	2.52%	Q3 2021	Q3 2023	8
City State Bank	8	8	0.20%	0.29%	0.37%	Q4 2021	Q3 2023	8
John & Kathleen Schreiber Foundation	8	8	1.56%	2.12%	2.50%	Q4 2021	Q3 2023	8
5th Street Advisors, LLC	8	8	8.41%	10.20%	12.35%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.11%	0.17%	0.23%	Q4 2021	Q3 2023	8
Upper Left Wealth Management, LLC	8	8	0.79%	0.94%	1.28%	Q4 2021	Q3 2023	8
ADAMSBROWN WEALTH CONSULTANTS LLC	8	8	0.60%	2.50%	3.42%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.12%	0.14%	0.16%	Q4 2021	Q3 2023	8
Byrne Asset Management LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	2.82%	6.03%	7.13%	Q4 2021	Q3 2023	8
ETF Store, Inc.	8	8	4.53%	5.48%	7.20%	Q4 2021	Q3 2023	8
Ulland Investment Advisors, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Family CFO Inc	8	8	0.85%	0.96%	1.12%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.06%	0.08%	0.10%	Q4 2021	Q3 2023	8
Capasso Planning Partners LLC	8	8	6.74%	8.05%	10.28%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.45%	0.54%	0.64%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	1.03%	1.15%	1.30%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.16%	0.22%	0.36%	Q4 2021	Q3 2023	8
Security Financial Services, INC.	8	8	1.54%	1.73%	1.99%	Q4 2021	Q3 2023	8
Latigo Investments, LLC	8	8	8.07%	11.84%	16.76%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	1.09%	1.31%	1.63%	Q4 2021	Q3 2023	8
Brooklyn FI, LLC	8	8	5.92%	7.98%	11.57%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	0.18%	0.33%	0.47%	Q4 2021	Q3 2023	8
Hutchens & Kramer Investment Management Group, LLC	8	8	0.17%	1.08%	1.96%	Q4 2021	Q3 2023	8
Coury Firm Asset Management LLC	8	8	0.29%	0.43%	0.55%	Q4 2021	Q3 2023	8
MAYPORT, LLC	8	8	7.76%	8.38%	9.12%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	1.50%	1.99%	2.26%	Q4 2021	Q3 2023	8
TRIAD FINANCIAL ADVISORS, INC.	8	8	0.42%	0.53%	0.65%	Q4 2021	Q3 2023	8
LIBRA WEALTH LLC	8	8	0.32%	6.60%	10.68%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.03%	0.11%	0.32%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	5.38%	6.44%	6.87%	Q4 2021	Q3 2023	8
W ADVISORS, LLC	8	8	0.46%	1.29%	3.49%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.05%	0.35%	0.91%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.54%	0.69%	1.08%	Q4 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.62%	0.88%	1.48%	Q4 2021	Q3 2023	8
National Wealth Management Group, LLC	8	8	0.23%	0.26%	0.29%	Q4 2021	Q3 2023	8
CJM Wealth Advisers, Ltd.	8	8	0.81%	1.18%	1.49%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.19%	0.31%	0.51%	Q4 2021	Q3 2023	8
Morton Capital Management LLC/CA	8	8	0.15%	0.23%	0.32%	Q4 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
FIRST NATIONAL BANK SIOUX FALLS	5	3	0.23%	0.26%	0.36%	Q3 2021	Q3 2023	8
GREENWOOD GEARHART INC	8	8	0.04%	0.07%	0.13%	Q4 2020	Q3 2022	8
TRUST CO OF OKLAHOMA	8	8	0.16%	0.18%	0.20%	Q3 2020	Q2 2022	8
ARROW FINANCIAL CORP	5	3	0.00%	0.04%	0.08%	Q1 2018	Q4 2022	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.01%	0.02%	0.02%	Q2 2019	Q2 2023	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	4.19%	4.69%	5.18%	Q4 2018	Q3 2020	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.82%	1.12%	1.49%	Q2 2013	Q1 2015	8
ROVIN CAPITAL /UT/ /ADV	6	1	0.10%	0.15%	0.18%	Q4 2019	Q3 2023	8
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	4	4	0.12%	0.25%	0.81%	Q2 2016	Q3 2019	8
HUTCHENS INVESTMENT MANAGEMENT INC	8	8	0.00%	0.31%	0.51%	Q1 2016	Q4 2017	8
ARVEST TRUST CO N A	8	8	0.29%	0.40%	0.77%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.05%	0.10%	0.16%	Q4 2021	Q3 2023	8
Smith, Salley & Associates	5	3	0.06%	0.09%	0.12%	Q1 2021	Q3 2023	8
State of New Jersey Common Pension Fund D	8	8	0.29%	0.60%	2.60%	Q1 2014	Q4 2015	8
TCTC Holdings, LLC	8	8	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	8
Prosperity Planning, Inc.	7	7	0.33%	0.52%	0.95%	Q1 2022	Q3 2023	7
Rinkey Investments	4	3	1.26%	2.14%	4.16%	Q4 2021	Q3 2023	7
Cahill Wealth Management, LLC	7	7	0.54%	0.89%	1.62%	Q1 2022	Q3 2023	7
Index Fund Advisors, Inc.	7	7	0.03%	0.03%	0.06%	Q4 2021	Q2 2023	7
Wescott Financial Advisory Group, LLC	7	7	0.50%	0.69%	1.01%	Q1 2022	Q3 2023	7
Parisi Gray Wealth Management	6	1	0.00%	0.00%	0.00%	Q4 2017	Q2 2021	7
CETERA INVESTMENT MANAGEMENT LLC	7	7	1.98%	2.43%	2.84%	Q4 2015	Q2 2017	7
Thomasville National Bank	7	7	0.04%	0.06%	0.11%	Q2 2017	Q4 2018	7
Placemark Investments, Inc.	7	7	0.04%	0.21%	0.34%	Q2 2013	Q4 2014	7
Silver Oak Advisory Group, Inc.	4	3	0.16%	0.18%	0.23%	Q4 2021	Q3 2023	7
LCNB CORP	6	1	0.11%	0.32%	0.44%	Q4 2016	Q3 2023	7
Founders Capital Management	6	1	0.01%	0.02%	0.02%	Q1 2017	Q1 2023	7
Benchmark Wealth Management, LLC	7	7	0.17%	0.18%	0.20%	Q4 2020	Q2 2022	7
Shore Point Advisors, LLC	7	7	0.16%	0.32%	0.56%	Q4 2021	Q2 2023	7
CAPITAL WEALTH MANAGEMENT, LLC	7	7	1.04%	1.97%	2.97%	Q2 2021	Q4 2022	7
Astoria Portfolio Advisors LLC.	7	7	0.24%	0.29%	0.39%	Q1 2022	Q3 2023	7
Weaver Consulting Group	7	7	0.02%	0.03%	0.04%	Q1 2019	Q3 2020	7
REUTER JAMES WEALTH MANAGEMENT, LLC	6	1	0.23%	0.31%	0.42%	Q4 2021	Q3 2023	7
RUSSELL FRANK CO/	7	7	0.00%	0.00%	0.00%	Q2 2013	Q4 2014	7
Colonial River Wealth Management, LLC	7	7	0.30%	0.33%	0.37%	Q1 2022	Q3 2023	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.02%	0.04%	0.08%	Q4 2020	Q4 2022	7
GERMAN AMERICAN BANCORP, INC.	7	7	0.06%	0.07%	0.08%	Q2 2018	Q4 2019	7
Starfox Financial Services, LLC	7	7	4.91%	6.49%	8.71%	Q1 2022	Q3 2023	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.10%	0.32%	0.64%	Q1 2022	Q3 2023	7
Hernani Holdings LLC	7	7	19.72%	22.64%	26.51%	Q4 2019	Q2 2021	7
Allegis Investment Advisors, LLC	6	1	0.01%	0.74%	1.90%	Q4 2015	Q1 2018	7
Veracity Capital LLC	5	2	0.07%	0.11%	0.14%	Q4 2019	Q2 2022	7
Horizons Wealth Management	7	7	8.62%	8.89%	9.09%	Q2 2022	Q4 2023	7
Delphi Private Advisors LLC	7	7	0.08%	0.76%	1.57%	Q1 2017	Q3 2018	7
KLINGENSTEIN FIELDS & CO LP	5	2	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	0.13%	0.61%	0.79%	Q1 2022	Q3 2023	7
Camelot Portfolios, LLC	4	1	0.22%	0.54%	0.62%	Q2 2019	Q4 2021	7
RNC CAPITAL MANAGEMENT LLC	3	1	0.01%	0.02%	0.03%	Q4 2017	Q2 2023	7
Capital Advisory Group Advisory Services, LLC	5	1	0.00%	0.22%	0.80%	Q3 2018	Q1 2022	7
HAZLETT, BURT & WATSON, INC.	7	7	0.00%	0.04%	0.05%	Q1 2022	Q3 2023	7
PRINCETON CAPITAL MANAGEMENT LLC	7	7	0.00%	0.00%	0.01%	Q1 2018	Q3 2019	7
PATTON ALBERTSON MILLER GROUP, LLC	7	7	0.05%	0.05%	0.06%	Q1 2022	Q3 2023	7
ATWOOD & PALMER INC	2	1	0.00%	0.01%	0.02%	Q3 2015	Q3 2022	7
Elgethun Capital Management	3	1	0.07%	0.09%	0.12%	Q4 2016	Q2 2021	7
TCF National Bank	7	7	0.26%	0.28%	0.33%	Q3 2019	Q1 2021	7
Traynor Capital Management, Inc.	7	7	0.03%	0.09%	0.14%	Q3 2021	Q1 2023	7
MARINO, STRAM & ASSOCIATES LLC	6	1	0.05%	0.11%	0.20%	Q4 2017	Q2 2021	7
TRUE Private Wealth Advisors	5	1	0.00%	0.00%	0.02%	Q3 2018	Q4 2020	7
NOVARE CAPITAL MANAGEMENT LLC	7	7	0.10%	0.11%	0.14%	Q1 2022	Q3 2023	7
BREMER TRUST NATIONAL ASSOCIATION	7	7	0.06%	0.08%	0.10%	Q2 2017	Q4 2018	7
CUTLER INVESTMENT COUNSEL LLC	7	7	0.35%	0.39%	0.45%	Q1 2022	Q3 2023	7
Three Bridge Wealth Advisors, LLC	7	7	0.28%	0.32%	0.34%	Q1 2022	Q3 2023	7
Curi Wealth Management, LLC	3	1	0.00%	0.02%	0.04%	Q4 2020	Q3 2023	7
Altavista Wealth Management, Inc.	7	7	0.18%	0.23%	0.26%	Q2 2020	Q4 2021	7
Marble Harbor Investment Counsel, LLC	7	7	0.06%	0.08%	0.09%	Q4 2020	Q2 2022	7
DRIVE WEALTH MANAGEMENT, LLC	7	7	0.23%	1.66%	3.47%	Q1 2022	Q3 2023	7
Adams Chetwood Wealth Management LLC	7	7	0.16%	0.20%	0.21%	Q3 2020	Q1 2022	7
Keebeck Wealth Management, LLC	7	7	0.00%	1.40%	2.45%	Q4 2019	Q2 2021	7
Strategies Wealth Advisors, LLC	4	3	0.18%	0.26%	0.30%	Q4 2021	Q3 2023	7
Kerntke Otto McGlone Wealth Management Group	7	7	0.39%	0.52%	0.62%	Q4 2019	Q2 2021	7
Bremer Bank National Association	5	2	0.08%	0.10%	0.14%	Q1 2019	Q3 2023	7
First Ascent Asset Management, LLC	7	7	0.20%	0.23%	0.29%	Q1 2022	Q3 2023	7
Halpern Financial, Inc.	7	7	0.13%	0.23%	0.43%	Q1 2022	Q3 2023	7
Aspire Capital Advisors LLC	7	7	0.34%	0.50%	0.89%	Q1 2022	Q3 2023	7
My Legacy Advisors, LLC	7	7	0.20%	1.18%	2.98%	Q1 2022	Q3 2023	7
SJS Investment Consulting Inc.	5	2	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	7
MANCHESTER FINANCIAL INC	6	1	0.00%	0.00%	0.00%	Q2 2019	Q1 2021	7
Princeton Global Asset Management LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Financial Services Advisory Inc	4	3	0.11%	1.57%	4.24%	Q2 2021	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.01%	0.07%	0.15%	Q2 2013	Q4 2014	7
AI Financial Services LLC	6	1	1.86%	2.55%	3.50%	Q4 2017	Q3 2019	7
Edge Advisors, LLC	7	7	1.96%	2.39%	2.94%	Q4 2016	Q2 2018	7
Divergent Wealth Advisors	3	2	0.00%	0.04%	0.05%	Q1 2018	Q2 2023	7
tru Independence LLC	7	7	0.02%	0.67%	1.80%	Q4 2019	Q2 2021	7
PECAUT & CO.	7	7	0.35%	0.39%	0.44%	Q1 2022	Q3 2023	7
SkyOak Wealth, LLC	5	2	0.05%	0.08%	0.17%	Q4 2019	Q1 2022	7
RETIREMENT INCOME SOLUTIONS, INC	3	1	0.06%	0.12%	0.18%	Q4 2017	Q3 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.05%	0.06%	0.07%	Q4 2021	Q2 2023	7
Optimal Asset Management, Inc.	4	3	0.10%	0.35%	0.55%	Q4 2019	Q3 2021	7
Belmont Capital, LLC	7	7	0.01%	0.08%	0.31%	Q3 2020	Q1 2022	7
Burleson & Company, LLC	3	2	0.00%	0.26%	0.94%	Q1 2019	Q4 2022	7
Winthrop Partners - WNY, LLC	7	7	0.08%	0.10%	0.11%	Q1 2018	Q3 2019	7
TIAA Kaspick, LLC	7	7	1.08%	10.74%	15.79%	Q1 2020	Q3 2021	7
BRIGGS ADVISORY GROUP, INC.	7	7	0.28%	2.16%	2.84%	Q1 2022	Q3 2023	7
Verity Asset Management, Inc.	7	7	0.31%	0.95%	1.51%	Q2 2020	Q4 2021	7
Claret Asset Management Corp	7	7	0.07%	0.08%	0.08%	Q1 2022	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.28%	0.62%	0.91%	Q1 2021	Q4 2022	7
Spinnaker Investment Group, LLC	5	2	0.20%	0.27%	0.35%	Q4 2021	Q3 2023	7
Wealth Alliance Advisory Group, LLC	4	3	0.84%	2.42%	3.36%	Q4 2017	Q3 2023	7
USCA RIA LLC	4	1	0.02%	0.04%	0.11%	Q2 2017	Q2 2021	7
Trevian Wealth Management LLC	6	1	0.89%	2.36%	3.67%	Q4 2021	Q3 2023	7
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	6	1	0.04%	0.07%	0.11%	Q2 2019	Q4 2021	7
Raleigh Capital Management Inc.	7	7	0.43%	0.50%	0.68%	Q1 2022	Q3 2023	7
Landmark Bank	7	7	1.50%	3.83%	4.43%	Q2 2018	Q4 2019	7
Stelac Advisory Services LLC	7	7	0.04%	0.06%	0.11%	Q1 2018	Q3 2019	7
FOUNDERS BANK & TRUST	7	7	0.01%	0.31%	2.05%	Q2 2013	Q4 2014	7
Investors Capital Advisory Services	7	7	0.05%	0.09%	0.11%	Q4 2014	Q2 2016	7
Total Wealth Planning, LLC	7	7	0.07%	0.16%	0.29%	Q1 2022	Q3 2023	7
LOCKERMAN FINANCIAL GROUP, INC.	7	7	0.55%	0.76%	0.95%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	7
Callan Capital, LLC	7	7	0.09%	0.23%	1.02%	Q1 2022	Q3 2023	7
Wilson & Boucher Capital Management, LLC	4	3	0.22%	0.35%	0.50%	Q4 2021	Q3 2023	7
American Research & Management Co.	4	3	0.00%	0.00%	0.01%	Q2 2013	Q1 2022	7
Landsberg, Bennett, & Dubbaneh LLC	7	7	0.06%	0.07%	0.09%	Q1 2020	Q3 2021	7
Cavalier Investments, LLC	3	2	0.12%	0.81%	3.07%	Q1 2016	Q2 2023	7
20/20 Capital Management, Inc.	7	7	0.60%	0.84%	1.28%	Q4 2019	Q2 2021	7
Insight Wealth Strategies, LLC	6	1	0.03%	0.04%	0.05%	Q4 2019	Q1 2022	7
Bill Few Associates, Inc.	4	3	0.11%	0.12%	0.14%	Q4 2021	Q3 2023	7
Heritage Financial Services, LLC	4	3	0.01%	0.20%	0.70%	Q4 2021	Q3 2023	7
YHB Investment Advisors, Inc.	7	7	0.02%	0.02%	0.02%	Q3 2020	Q1 2022	7
Cassady Schiller Wealth Management, LLC	4	3	0.06%	0.28%	0.60%	Q4 2021	Q3 2023	7
First Western Trust Bank	7	7	1.47%	1.71%	2.07%	Q1 2022	Q3 2023	7
L.M. KOHN & COMPANY	7	7	0.22%	0.32%	0.42%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.52%	0.82%	1.14%	Q1 2022	Q3 2023	7
Independent Family Office, LLC	7	7	0.22%	0.85%	1.29%	Q1 2022	Q3 2023	7
Alley Investment Management Company, LLC	7	7	0.58%	0.62%	0.65%	Q1 2022	Q3 2023	7
MKT Advisors LLC	4	3	0.16%	0.17%	0.19%	Q4 2021	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
Frisch Financial Group, Inc.	4	3	0.07%	0.11%	0.17%	Q4 2021	Q3 2023	7
Safeguard Financial, LLC	7	7	4.45%	6.15%	8.18%	Q1 2022	Q3 2023	7
Global X Management CO LLC	6	1	0.01%	0.05%	0.23%	Q2 2015	Q2 2018	7
Gunma Bank,Ltd.	4	3	1.21%	1.70%	2.68%	Q2 2021	Q1 2023	7
MCDONALD PARTNERS LLC	7	7	0.09%	0.13%	0.32%	Q4 2020	Q2 2022	7
Rockbridge Investment Management, LCC	7	7	2.95%	3.65%	4.24%	Q2 2020	Q4 2021	7
SOFI WEALTH, LLC	7	7	19.04%	19.82%	20.33%	Q1 2022	Q3 2023	7
Chico Wealth RIA	7	7	1.52%	2.00%	2.57%	Q1 2022	Q3 2023	7
Advisor Resource Council	3	1	0.09%	0.21%	0.30%	Q2 2021	Q3 2023	7
GREENWOOD CAPITAL ASSOCIATES LLC	4	3	0.03%	0.05%	0.10%	Q4 2021	Q3 2023	7
FORT PITT CAPITAL GROUP, LLC	7	7	0.01%	0.02%	0.04%	Q2 2018	Q4 2019	7
Atria Wealth Solutions, Inc.	7	7	1.17%	1.31%	1.40%	Q1 2022	Q3 2023	7
Diversified Portfolios, Inc.	5	1	0.07%	0.25%	0.38%	Q4 2021	Q3 2023	6
GUARDIAN WEALTH ADVISORS, LLC / NC	6	6	0.04%	0.06%	0.07%	Q2 2022	Q3 2023	6
DGS Capital Management, LLC	6	6	0.20%	0.37%	0.46%	Q4 2021	Q1 2023	6
NorthCrest Asset Manangement, LLC	3	1	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	6
Empowered Funds, LLC	6	6	0.09%	0.13%	0.17%	Q2 2022	Q3 2023	6
RAND WEALTH, LLC	6	6	0.02%	0.03%	0.03%	Q2 2017	Q3 2018	6
GeoWealth Management, LLC	4	2	0.01%	0.66%	3.08%	Q2 2019	Q3 2023	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.11%	0.15%	0.19%	Q4 2021	Q3 2023	6
FIRST MIDWEST BANK TRUST DIVISION	5	1	0.04%	0.05%	0.08%	Q2 2017	Q4 2019	6
Field & Main Bank	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
KEYSTONE WEALTH PARTNERS	6	6	8.03%	8.88%	9.26%	Q4 2020	Q1 2022	6
Interchange Capital Partners, LLC	6	6	0.29%	0.92%	1.42%	Q2 2022	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.06%	0.07%	0.08%	Q2 2013	Q3 2014	6
Freedman Financial Associates, Inc.	6	6	0.01%	0.01%	0.02%	Q4 2020	Q1 2022	6
Corsicana & Co.	6	6	0.01%	0.01%	0.01%	Q2 2021	Q3 2022	6
Jane Street Holding, LLC	3	3	0.00%	0.06%	0.12%	Q2 2013	Q4 2013	6
Invst, LLC	4	1	0.05%	2.72%	4.54%	Q4 2019	Q3 2023	6
Summit Equities Inc	6	6	0.30%	0.47%	0.53%	Q2 2017	Q3 2018	6
CSM Advisors, LLC	6	6	0.09%	0.51%	0.68%	Q2 2022	Q3 2023	6
180 WEALTH ADVISORS, LLC	4	2	0.08%	0.09%	0.09%	Q1 2019	Q4 2020	6
Caerus Investment Advisors, LLC	6	6	0.39%	0.46%	0.56%	Q4 2021	Q1 2023	6
Connectus Wealth, LLC	6	6	0.09%	0.10%	0.12%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.01%	0.07%	0.14%	Q2 2022	Q3 2023	6
ADVOCATE GROUP LLC	6	6	3.07%	3.48%	4.06%	Q2 2022	Q3 2023	6
NORTHSTAR WEALTH PARTNERS LLC	3	3	0.09%	0.10%	0.11%	Q1 2018	Q4 2019	6
Clarity Wealth Advisors, LLC	3	3	0.11%	0.12%	0.14%	Q3 2021	Q3 2023	6
Atlas Private Wealth Management, LLC	6	6	0.03%	0.05%	0.06%	Q4 2019	Q1 2021	6
Windsor Creek Advisors, LLC	5	1	0.16%	0.61%	2.73%	Q4 2018	Q4 2021	6
Laidlaw Wealth Management LLC	3	1	0.13%	0.21%	0.29%	Q4 2020	Q1 2023	6
Braun-Bostich & Associates Inc.	6	6	0.91%	2.43%	9.23%	Q2 2022	Q3 2023	6
Wealth & Pension Services Group, Inc.	6	6	2.95%	4.91%	9.08%	Q2 2018	Q3 2019	6
PRENTISS SMITH & CO INC	6	6	0.00%	0.01%	0.01%	Q2 2017	Q3 2018	6
Leelyn Smith, LLC	5	1	0.00%	0.02%	0.10%	Q4 2019	Q4 2022	6
Shepherd Financial Partners LLC	6	6	0.07%	0.50%	0.80%	Q2 2022	Q3 2023	6
Exeter Financial, LLC	3	1	0.11%	0.13%	0.14%	Q4 2021	Q3 2023	6
Future Financial Wealth Managment LLC	6	6	0.17%	0.20%	0.24%	Q1 2021	Q2 2022	6
Landmark Wealth Management, LLC	3	1	0.95%	1.05%	1.17%	Q4 2021	Q3 2023	6
Delta Investment Management, LLC	6	6	0.14%	0.18%	0.23%	Q3 2020	Q4 2021	6
Benchmark Financial Wealth Advisors, LLC	6	6	0.12%	0.18%	0.22%	Q2 2022	Q3 2023	6
Fortis Capital Management LLC	6	6	0.08%	0.24%	0.53%	Q2 2022	Q3 2023	6
TI-TRUST, INC	4	2	0.19%	0.21%	0.22%	Q4 2021	Q3 2023	6
Northland Capital Management LLC	6	6	3.30%	3.92%	4.93%	Q2 2022	Q3 2023	6
Tatro Capital, LLC	6	6	0.26%	3.23%	4.27%	Q4 2020	Q1 2022	6
Olympiad Research LP	5	1	0.09%	0.24%	0.71%	Q2 2020	Q4 2021	6
CAUSEWAY CAPITAL MANAGEMENT LLC	6	6	0.24%	0.35%	0.52%	Q2 2022	Q3 2023	6
Port Capital LLC	6	6	0.08%	0.08%	0.10%	Q4 2017	Q1 2019	6
Mercer Investments LLC	6	6	0.06%	0.15%	0.43%	Q3 2015	Q4 2016	6
APPROPRIATE BALANCE FINANCIAL SERVICES INC.	6	6	3.73%	6.16%	8.51%	Q2 2016	Q3 2017	6
Edge Wealth Management LLC	5	1	0.03%	0.03%	0.04%	Q3 2016	Q4 2019	6
Antonetti Capital Management LLC	6	6	0.01%	0.16%	0.24%	Q2 2013	Q3 2014	6
HARRELL INVESTMENT PARTNERS, LLC	6	6	0.07%	0.07%	0.08%	Q4 2020	Q1 2022	6
Optas, LLC	5	1	0.17%	0.49%	0.94%	Q4 2019	Q3 2023	6
Goodwin Investment Advisory	6	6	0.08%	0.23%	0.36%	Q3 2021	Q4 2022	6
MBE Wealth Management, LLC	4	1	0.11%	0.19%	0.31%	Q1 2020	Q3 2023	6
MCRAE CAPITAL MANAGEMENT INC	4	2	0.06%	0.07%	0.07%	Q1 2022	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	0.41%	0.57%	0.76%	Q2 2013	Q3 2014	6
Nova R Wealth, Inc.	6	6	0.90%	1.13%	1.41%	Q2 2022	Q3 2023	6
RETIREMENT CAPITAL STRATEGIES	6	6	0.18%	0.60%	0.72%	Q3 2018	Q4 2019	6
Horrell Capital Management, Inc.	6	6	0.00%	0.00%	0.00%	Q3 2013	Q4 2014	6
Forward Management, LLC	6	6	0.00%	0.01%	0.01%	Q3 2016	Q4 2017	6
RIVER GLOBAL INVESTORS LLP	6	6	0.08%	0.75%	1.28%	Q1 2017	Q2 2018	6
Westshore Wealth, LLC	2	1	0.15%	0.29%	0.69%	Q4 2019	Q4 2022	6
SVB Investment Services Inc.	6	6	0.09%	0.24%	0.35%	Q4 2020	Q1 2022	6
Capital Planning LLC	6	6	0.13%	0.14%	0.15%	Q2 2022	Q3 2023	6
High Note Wealth, LLC	6	6	0.08%	0.10%	0.10%	Q2 2022	Q3 2023	6
DEARBORN PARTNERS LLC	6	6	0.02%	0.04%	0.06%	Q2 2015	Q3 2016	6
Standard Family Office LLC	4	1	12.35%	17.40%	21.59%	Q4 2020	Q3 2022	6
Coston, McIsaac & Partners	6	6	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	6
NATIONAL PENN INVESTORS TRUST CO /PA	5	1	0.03%	0.07%	0.08%	Q3 2013	Q1 2016	6
FSM Wealth Advisors, LLC	6	6	0.66%	0.84%	1.10%	Q2 2022	Q3 2023	6
CYPRESS FINANCIAL PLANNING LLC	6	6	7.62%	8.35%	8.91%	Q2 2022	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.31%	0.36%	0.48%	Q2 2022	Q3 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	1.97%	2.62%	3.13%	Q2 2022	Q3 2023	6
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	6	6	0.06%	0.07%	0.09%	Q2 2013	Q3 2014	6
Warwick Investment Management, Inc.	4	2	0.97%	1.37%	1.82%	Q1 2022	Q3 2023	6
Seaside Wealth Management, Inc.	6	6	14.66%	15.27%	16.46%	Q2 2022	Q3 2023	6
Ashmore Group plc	6	6	0.08%	0.15%	0.27%	Q3 2014	Q4 2015	6
Joule Financial, LLC	6	6	2.81%	3.46%	4.43%	Q2 2022	Q3 2023	6
KEMPER Corp	6	6	2.72%	3.17%	3.90%	Q3 2018	Q4 2019	6
Range Financial Group LLC	4	2	0.13%	0.18%	0.21%	Q4 2021	Q3 2023	6
Calamos Wealth Management LLC	2	1	0.02%	0.03%	0.03%	Q1 2017	Q3 2023	6
Lansing Street Advisors	6	6	0.02%	0.96%	4.57%	Q1 2022	Q2 2023	6
Wealth Advisors of Tampa Bay, LLC	6	6	0.19%	0.21%	0.23%	Q1 2018	Q2 2019	6
SOUTH TEXAS MONEY MANAGEMENT LTD	6	6	0.01%	0.03%	0.04%	Q4 2017	Q1 2019	6
Greenspring Advisors, LLC	6	6	0.34%	0.42%	0.53%	Q4 2021	Q1 2023	6
Tranquility Partners, LLC	6	6	0.14%	0.17%	0.20%	Q1 2021	Q2 2022	6
Hernani LP	6	6	22.92%	24.87%	26.96%	Q4 2021	Q1 2023	6
McAdams Wright Ragen, Inc.	6	6	0.02%	0.03%	0.03%	Q2 2013	Q3 2014	6
Jump Financial, LLC	3	1	0.07%	0.11%	0.20%	Q2 2021	Q2 2023	6
DRW Securities, LLC	3	1	0.05%	0.62%	2.00%	Q4 2018	Q3 2023	6
Ken Stern & Associates, Inc.	5	1	0.14%	4.12%	5.11%	Q4 2015	Q3 2018	6
Clean Yield Group	2	1	0.00%	0.01%	0.01%	Q1 2015	Q1 2023	6
Forbes Financial Planning, Inc.	6	6	7.26%	7.60%	8.26%	Q2 2022	Q3 2023	6
UBS AG	6	6	0.08%	0.15%	0.19%	Q2 2013	Q3 2014	6
Intelligent Financial Strategies	6	6	0.02%	0.02%	0.02%	Q2 2022	Q3 2023	6
Eagle Ridge Investment Management	6	6	0.05%	0.05%	0.05%	Q2 2022	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.94%	1.06%	1.20%	Q2 2022	Q3 2023	6
Next Level Private LLC	2	2	0.24%	0.29%	0.34%	Q4 2021	Q3 2023	6
Fingerlakes Wealth Management, Inc.	3	3	0.27%	0.30%	0.32%	Q4 2021	Q3 2023	6
Sage Advisory Services, Ltd.Co.	6	6	1.24%	1.89%	2.37%	Q4 2017	Q1 2019	6
BRASADA CAPITAL MANAGEMENT, LP	6	6	0.05%	0.07%	0.09%	Q1 2018	Q2 2019	6
Obsidian Personal Planning Solutions LLC	6	6	1.31%	2.14%	2.48%	Q2 2022	Q3 2023	6
INR ADVISORY SERVICES LLC	5	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2014	6
CANTOR FITZGERALD, L. P.	6	6	0.77%	0.85%	0.98%	Q2 2022	Q3 2023	6
Core Wealth Advisors, Inc.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Graypoint LLC	6	6	0.06%	0.08%	0.10%	Q2 2022	Q3 2023	6
Eagle Strategies LLC	3	3	0.13%	0.31%	0.52%	Q4 2021	Q2 2023	6
JMAC ENTERPRISES LLC	6	6	0.39%	0.91%	1.68%	Q2 2022	Q3 2023	6
Country Club Trust Company, n.a.	6	6	0.02%	0.02%	0.03%	Q3 2020	Q4 2021	6
CONGRESS ASSET MANAGEMENT CO /MA	4	1	0.00%	0.01%	0.02%	Q1 2014	Q2 2018	6
Lokken Investment Group LLC	5	1	0.18%	0.24%	0.26%	Q1 2012	Q4 2021	6
First Personal Financial Services	3	1	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	6
BALASA DINVERNO & FOLTZ LLC	3	1	0.03%	0.03%	0.04%	Q4 2013	Q2 2017	6
MV CAPITAL MANAGEMENT, INC.	5	1	0.00%	0.01%	0.02%	Q4 2016	Q4 2019	6
McCarthy Asset Management, Inc.	6	6	0.01%	0.01%	0.02%	Q4 2020	Q1 2022	6
Waypoint Capital Advisors, LLC	6	6	0.13%	1.11%	1.70%	Q2 2022	Q3 2023	6
Private Advisory Group LLC	4	1	0.05%	2.42%	5.68%	Q2 2018	Q1 2022	6
Sunbelt Securities, Inc.	3	1	0.01%	0.07%	0.18%	Q1 2020	Q3 2023	6
HOWARD FINANCIAL SERVICES, LTD.	6	6	0.12%	0.16%	0.19%	Q1 2021	Q2 2022	6
SG Americas Securities, LLC	2	1	0.00%	0.20%	0.86%	Q3 2013	Q4 2022	6
Eukles Asset Management	5	1	0.01%	0.05%	0.08%	Q4 2018	Q3 2023	6
TCG Advisors, LP	6	6	0.13%	0.18%	0.22%	Q1 2019	Q2 2020	6
AVAII WEALTH MANAGEMENT, LLC	3	3	0.21%	0.26%	0.32%	Q1 2022	Q3 2023	6
Brick & Kyle, Associates	6	6	0.01%	0.02%	0.02%	Q4 2015	Q1 2017	6
Matrix Trust Co	6	6	2.45%	6.76%	8.20%	Q2 2019	Q3 2020	6
Custos Family Office, LLC	6	6	0.19%	0.28%	0.39%	Q2 2022	Q3 2023	6
Jackson Wealth Management, LLC	4	2	0.35%	1.16%	2.81%	Q2 2015	Q1 2018	6
ML & R WEALTH MANAGEMENT LLC	6	6	0.09%	0.14%	0.22%	Q4 2021	Q1 2023	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.48%	0.57%	0.73%	Q4 2020	Q1 2022	6
DF DENT & CO INC	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
MD Financial Management Inc.	5	5	0.00%	0.00%	0.01%	Q4 2020	Q4 2021	5
Lucia Wealth Services, LLC	4	1	0.01%	0.08%	0.12%	Q1 2018	Q3 2020	5
Elkfork Partners LLC	5	5	0.00%	0.01%	0.01%	Q1 2017	Q1 2018	5
BENJAMIN EDWARDS INC	5	5	0.00%	0.00%	0.01%	Q4 2021	Q4 2022	5
Athena Investment Management	5	5	0.17%	0.18%	0.18%	Q3 2022	Q3 2023	5
RVW Wealth, LLC	5	5	0.06%	0.07%	0.07%	Q4 2022	Q4 2023	5
DOHJ, LLC	4	1	0.21%	0.36%	0.43%	Q4 2019	Q3 2023	5
Meadow Creek Investment Management LLC	5	5	0.00%	0.01%	0.01%	Q1 2017	Q1 2018	5
Farmers National Bank	3	2	0.26%	0.30%	0.34%	Q4 2017	Q2 2019	5
Minot Wealth Management LLC	5	5	0.05%	0.06%	0.07%	Q2 2021	Q2 2022	5
WIPFLI FINANCIAL ADVISORS LLC,	3	2	0.02%	0.07%	0.13%	Q4 2020	Q3 2022	5
Platform Technology Partners	5	5	0.12%	0.24%	0.28%	Q3 2022	Q3 2023	5
Private Wealth Advisors, LLC	5	5	0.31%	0.34%	0.36%	Q4 2018	Q4 2019	5
Wilmington Trust, National Association	5	5	2.35%	2.68%	2.83%	Q2 2013	Q2 2014	5
CAPITAL ONE FINANCIAL CORP	3	2	0.05%	0.28%	0.51%	Q1 2020	Q4 2021	5
NorthLanding Financial Partners, LLC	5	5	2.18%	2.65%	3.13%	Q3 2022	Q3 2023	5
Glen Harbor Capital Management LLC	5	5	0.00%	0.01%	0.01%	Q1 2017	Q1 2018	5
MACRO Consulting Group	5	5	0.44%	0.46%	0.48%	Q2 2020	Q2 2021	5
LITTLE HOUSE CAPITAL LLC	4	1	0.08%	0.21%	0.32%	Q4 2018	Q1 2021	5
BCWM, LLC	4	1	0.26%	0.27%	0.29%	Q4 2018	Q3 2023	5
Mystic Asset Management, Inc.	3	2	0.13%	0.14%	0.16%	Q4 2021	Q1 2023	5
Global Wealth Strategies & Associates	5	5	0.00%	0.03%	0.05%	Q4 2022	Q4 2023	5
COOPER/HAIMS ADVISORS, LLC	5	5	0.22%	0.24%	0.26%	Q4 2018	Q4 2019	5
Peachtree Investment Advisors, Inc.	4	1	0.06%	0.72%	3.36%	Q3 2014	Q4 2018	5
PHH Investments, Ltd.	5	5	3.17%	3.33%	3.43%	Q4 2018	Q4 2019	5
Beacon Pointe Wealth Advisors, LLC	5	5	1.08%	2.73%	3.36%	Q4 2018	Q4 2019	5
All Season Financial Advisors, Inc.	5	5	1.15%	2.47%	3.20%	Q3 2022	Q3 2023	5
PROFESSIONAL PLANNING	4	1	0.13%	0.15%	0.19%	Q2 2020	Q3 2021	5
Prentice Wealth Management LLC	5	5	0.13%	0.14%	0.17%	Q1 2021	Q1 2022	5
NVWM, LLC	2	1	0.00%	0.01%	0.04%	Q3 2020	Q2 2023	5
Jump Trading, LLC	2	1	0.17%	0.61%	0.98%	Q1 2017	Q1 2019	5
Apexium Financial, LP	5	5	0.03%	0.04%	0.04%	Q3 2022	Q3 2023	5
Pinkerton Retirement Specialists, LLC	3	1	0.00%	0.03%	0.08%	Q2 2016	Q4 2017	5
Clearstead Trust, LLC	5	5	0.09%	0.21%	0.25%	Q3 2022	Q3 2023	5
Legend Financial Advisors, Inc.	5	5	0.00%	0.02%	0.03%	Q3 2022	Q3 2023	5
USAdvisors Wealth Management, LLC	3	1	0.08%	0.40%	0.77%	Q4 2018	Q3 2023	5
Johnson Midwest Financial, LLC	5	5	0.10%	0.24%	0.37%	Q3 2022	Q3 2023	5
Solstein Capital, LLC	5	5	0.02%	0.03%	0.03%	Q3 2021	Q3 2022	5
Stone Asset Management Inc.	5	5	0.38%	0.43%	0.46%	Q4 2021	Q4 2022	5
Crew Capital Management, Ltd.	5	5	0.19%	0.24%	0.27%	Q2 2021	Q2 2022	5
Axiom Advisory, LLC	3	2	0.19%	0.46%	0.67%	Q4 2021	Q3 2023	5
CoreCap Advisors, LLC	5	5	0.48%	0.55%	0.62%	Q4 2021	Q4 2022	5
General Partner, Inc.	5	5	1.37%	1.40%	1.45%	Q4 2022	Q4 2023	5
New England Professional Planning Group Inc.	5	5	0.42%	1.18%	1.85%	Q4 2014	Q4 2015	5
MACKENZIE FINANCIAL CORP	5	5	0.00%	0.01%	0.01%	Q3 2022	Q3 2023	5
MIDDLETON & CO INC/MA	5	5	0.07%	0.11%	0.14%	Q1 2021	Q1 2022	5
DENVER INVESTMENT ADVISORS LLC	5	5	0.01%	0.01%	0.01%	Q1 2017	Q1 2018	5
CIDEL ASSET MANAGEMENT INC	4	1	0.05%	0.06%	0.06%	Q3 2019	Q3 2023	5
JUMP TRADING, LLC	5	5	0.05%	0.30%	0.95%	Q2 2019	Q2 2020	5
Sageworth Trust Co of South Dakota	4	1	0.08%	0.34%	1.32%	Q2 2022	Q3 2023	5
CONNABLE OFFICE INC	5	5	6.81%	7.23%	7.48%	Q3 2022	Q3 2023	5
BlackRock Institutional Trust Company, N.A.	3	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2015	5
Long Wharf Investors, Inc.	5	5	0.75%	1.51%	2.15%	Q2 2013	Q2 2014	5
ROMANO BROTHERS AND COMPANY	5	5	0.09%	0.25%	0.84%	Q3 2022	Q3 2023	5
Resource Management, LLC	3	2	0.03%	0.04%	0.06%	Q2 2019	Q4 2021	5
Polaris Wealth Advisory Group, LLC	3	2	0.01%	0.70%	1.79%	Q1 2018	Q3 2023	5
Horan Capital Advisors, LLC.	2	1	0.01%	0.02%	0.04%	Q3 2017	Q3 2020	5
Bryn Mawr Capital Management, LLC	4	1	0.16%	0.49%	0.97%	Q4 2018	Q3 2023	5
Crestmont Private Wealth LLC	5	5	6.62%	6.72%	6.86%	Q3 2022	Q3 2023	5
WEALTHSPAN PARTNERS, LLC	5	5	0.25%	0.50%	0.77%	Q3 2022	Q3 2023	5
NORTHERN CAPITAL MANAGEMENT LLC	5	5	0.28%	0.30%	0.35%	Q4 2017	Q4 2018	5
Baron Wealth Management LLC	5	5	1.40%	1.69%	2.04%	Q4 2022	Q4 2023	5
BEESE FULMER INVESTMENT MANAGEMENT, INC.	4	1	0.01%	0.06%	0.08%	Q2 2020	Q2 2022	5
Claraphi Advisory Network, LLC	3	2	0.03%	0.09%	0.18%	Q3 2019	Q1 2021	5
Compass Financial Group, INC/SD	5	5	0.12%	0.15%	0.17%	Q4 2022	Q4 2023	5
Permanens Capital L.P.	5	5	0.00%	0.00%	0.00%	Q2 2020	Q2 2021	5
Colonial Trust Co / SC	5	5	0.04%	0.05%	0.09%	Q3 2022	Q3 2023	5
CPR Investments Inc.	3	2	0.00%	0.44%	0.67%	Q4 2021	Q1 2023	5
ADVISOR PARTNERS II, LLC	5	5	0.02%	0.13%	0.40%	Q3 2022	Q3 2023	5
Rain Capital Management, LLC	5	5	0.01%	0.06%	0.10%	Q3 2022	Q3 2023	5
MAGNOLIA CAPITAL ADVISORS LLC	4	1	0.24%	0.52%	1.21%	Q4 2019	Q2 2023	5
Beacon Capital Management, Inc.	2	1	0.00%	0.00%	0.00%	Q4 2015	Q1 2023	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	0.11%	0.14%	0.22%	Q1 2020	Q1 2021	5
Arvest Bank Trust Division	4	1	0.04%	0.20%	0.31%	Q1 2018	Q3 2021	5
KANALY TRUST CO	5	5	0.02%	0.02%	0.02%	Q4 2013	Q4 2014	5
Dakota Community Bank & Trust NA	5	5	0.33%	0.55%	1.32%	Q3 2022	Q3 2023	5
James J. Burns & Company, LLC	5	5	0.72%	0.88%	0.97%	Q3 2022	Q3 2023	5
Joseph P. Lucia & Associates, LLC	3	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	5
FIRST HORIZON CORP	4	1	0.01%	0.12%	0.16%	Q2 2013	Q2 2021	5
Lavaca Capital LLC	2	1	0.04%	0.07%	0.13%	Q2 2020	Q3 2023	5
BERRY GROUP, LLC	5	5	2.53%	2.84%	3.22%	Q4 2019	Q4 2020	5
Essex Private Wealth Management, LLC	5	5	0.28%	0.66%	0.98%	Q4 2019	Q4 2020	5
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3	1	0.11%	0.14%	0.20%	Q4 2019	Q4 2021	5
Dynasty Wealth Management, LLC	5	5	1.17%	8.74%	27.50%	Q4 2017	Q4 2018	5
CONSILIO WEALTH ADVISORS, LLC	5	5	0.14%	0.43%	0.99%	Q4 2021	Q4 2022	5
SHEPHERD KAPLAN KROCHUK, LLC	5	5	0.16%	0.20%	0.26%	Q4 2018	Q4 2019	5
Gupta Wealth Management LLC	5	5	0.25%	0.34%	0.47%	Q1 2015	Q1 2016	5
BB&T INVESTMENT SERVICES, INC.	5	5	2.09%	5.38%	6.88%	Q4 2016	Q4 2017	5
MainStreet Investment Advisors LLC	5	5	0.03%	0.04%	0.05%	Q4 2017	Q4 2018	5
HWG Holdings LP	4	1	0.00%	0.00%	0.01%	Q2 2017	Q4 2022	5
Jolley Asset Management, LLC	4	1	0.01%	0.02%	0.06%	Q4 2015	Q2 2018	5
Advisor OS, LLC	5	5	0.82%	1.31%	1.86%	Q3 2022	Q3 2023	5
Tradewinds, LLC.	3	2	0.22%	0.25%	0.27%	Q2 2022	Q3 2023	5
Aaron Wealth Advisors LLC	4	1	0.03%	0.11%	0.24%	Q1 2022	Q3 2023	5
RIVERHEAD CAPITAL MANAGEMENT LLC	5	5	0.00%	0.01%	0.01%	Q1 2017	Q1 2018	5
Friedenthal Financial	3	1	0.54%	1.37%	3.69%	Q3 2017	Q4 2021	5
ESG Planning	5	5	0.27%	0.73%	1.14%	Q1 2022	Q1 2023	5
WILMINGTON TRUST CO	5	5	4.58%	4.92%	5.30%	Q2 2013	Q2 2014	5
FOSTER & MOTLEY INC	5	5	0.02%	0.03%	0.04%	Q2 2021	Q2 2022	5
Pinnacle Wealth Planning Services, Inc.	4	1	0.00%	0.14%	0.28%	Q1 2019	Q4 2020	5
Scarborough Advisors, LLC	5	5	2.22%	2.48%	2.64%	Q3 2022	Q3 2023	5
D. SCOTT NEAL, INC.	5	5	0.00%	0.00%	0.01%	Q3 2016	Q3 2017	5
Cedar Wealth Management, LLC	5	5	0.00%	0.02%	0.11%	Q1 2019	Q1 2020	5
Strategic Asset Management, LLC	5	5	3.59%	4.11%	4.87%	Q3 2021	Q3 2022	5
Pariax, LLC	5	5	2.09%	2.26%	2.59%	Q4 2021	Q4 2022	5
Sage Capital Advisors,llc	5	5	0.55%	0.57%	0.58%	Q3 2022	Q3 2023	5
Fortitude Advisory Group L.L.C.	3	2	0.07%	0.14%	0.20%	Q4 2021	Q3 2023	5
STARR INTERNATIONAL CO INC	5	5	2.68%	3.20%	3.94%	Q1 2019	Q1 2020	5
CHEMUNG CANAL TRUST CO	4	1	0.04%	0.04%	0.04%	Q2 2021	Q4 2023	5
Guidance Point Advisors, LLC	4	1	0.00%	0.08%	0.10%	Q3 2021	Q3 2023	5
PARK NATIONAL CORP /OH/	5	5	0.03%	0.08%	0.16%	Q4 2022	Q4 2023	5
LAU ASSOCIATES LLC	4	1	0.11%	0.24%	0.33%	Q1 2017	Q4 2019	5
BARRETT & COMPANY, INC.	5	5	1.62%	1.71%	1.81%	Q3 2022	Q3 2023	5
BT Wealth Management LLC	5	5	6.19%	6.46%	6.80%	Q4 2018	Q4 2019	5
Curtis Advisory Group, LLC	4	1	0.11%	0.15%	0.21%	Q3 2020	Q3 2023	5
Clarus Wealth Advisors	5	5	0.03%	0.04%	0.07%	Q2 2018	Q2 2019	5
SMITH HAYES Advisers, Inc	5	5	0.19%	0.23%	0.26%	Q3 2013	Q3 2014	5
Neuburgh Advisers LLC	5	5	0.00%	0.01%	0.01%	Q1 2017	Q1 2018	5
ADVANCE CAPITAL I INC	5	5	0.55%	1.22%	1.60%	Q2 2015	Q2 2016	5
M&R CAPITAL MANAGEMENT INC	3	2	0.00%	0.00%	0.01%	Q2 2016	Q3 2022	5
DHK Financial Advisors, Inc.	5	5	7.28%	9.36%	11.09%	Q3 2022	Q3 2023	5
Portfolio Strategies Inc	5	5	0.27%	0.35%	0.43%	Q4 2016	Q4 2017	5
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	5	5	0.13%	0.22%	0.32%	Q3 2022	Q3 2023	5
Diligent Investors, LLC	4	4	0.26%	0.27%	0.28%	Q4 2014	Q3 2015	4
Fulcrum Capital LLC	4	4	0.09%	0.11%	0.12%	Q1 2019	Q4 2019	4
Sierra Capital LLC	4	4	0.00%	0.00%	0.01%	Q1 2022	Q4 2022	4
SHAPIRO ROBERT N	4	4	0.02%	0.89%	1.73%	Q1 2014	Q4 2014	4
RAYNER & HAYNOR	4	4	4.96%	5.25%	5.49%	Q4 2013	Q3 2014	4
Meeder Advisory Services, Inc.	4	4	4.02%	4.21%	4.33%	Q4 2022	Q3 2023	4
Fiduciary Planning LLC	4	4	2.02%	2.57%	4.00%	Q4 2022	Q3 2023	4
AlphaCore Capital LLC	3	1	0.03%	0.08%	0.12%	Q1 2020	Q1 2022	4
CBIZ Investment Advisory Services, LLC	2	2	0.01%	0.01%	0.02%	Q3 2020	Q3 2021	4
KALEIDOSCOPE CAPITAL LP	4	4	40.44%	45.46%	51.10%	Q4 2017	Q3 2018	4
VICUS CAPITAL	4	4	0.04%	0.06%	0.08%	Q2 2014	Q1 2015	4
IMPAX ASSET MANAGEMENT LLC	2	1	0.04%	0.32%	1.07%	Q3 2015	Q4 2017	4
VESTOR CAPITAL, LLC	1	1	0.01%	0.01%	0.02%	Q3 2016	Q3 2023	4
Mission Creek Capital Partners, Inc.	4	4	0.22%	0.22%	0.22%	Q4 2022	Q3 2023	4
LEO BROKERAGE, LLC	2	1	0.04%	0.06%	0.09%	Q3 2021	Q2 2023	4
SHEETS SMITH WEALTH MANAGEMENT	4	4	0.04%	0.06%	0.06%	Q2 2021	Q1 2022	4
HOHIMER WEALTH MANAGEMENT, LLC	3	1	0.07%	0.77%	1.77%	Q4 2019	Q3 2023	4
Emerald Advisors, LLC	4	4	0.06%	0.07%	0.07%	Q4 2022	Q3 2023	4
Per Stirling Capital Management, LLC.	4	4	0.85%	2.15%	2.73%	Q4 2022	Q3 2023	4
PATTON FUND MANAGEMENT, INC.	4	4	0.25%	0.27%	0.29%	Q4 2021	Q3 2022	4
MONTPELIER RE HOLDINGS LTD	4	4	26.29%	29.97%	37.82%	Q2 2014	Q1 2015	4
Kopp Family Office, LLC	4	4	15.27%	16.22%	17.75%	Q4 2022	Q3 2023	4
NWK Group, Inc.	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Catamount Wealth Management	4	4	0.01%	0.01%	0.02%	Q4 2017	Q3 2018	4
ARGENT TRUST COMPANY, N.A.	4	4	0.10%	0.12%	0.14%	Q2 2014	Q1 2015	4
Wealth Quarterback LLC	2	2	0.00%	0.00%	0.01%	Q4 2019	Q3 2021	4
Silicon Valley Capital Partners	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Aspen Grove Capital, LLC	4	4	4.24%	4.64%	5.02%	Q4 2022	Q3 2023	4
Systematic Alpha Investments, LLC	4	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	4
COLUMBIA ADVISORY PARTNERS LLC	4	4	0.34%	0.48%	0.63%	Q4 2022	Q3 2023	4
REBALANCE, LLC	4	4	6.56%	6.85%	7.30%	Q4 2022	Q3 2023	4
RPG Investment Advisory, LLC	4	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	4
Barnett & Company, Inc.	4	4	0.01%	0.01%	0.01%	Q1 2019	Q4 2019	4
Atlas Private Wealth Advisors	4	4	0.00%	0.02%	0.05%	Q4 2020	Q3 2021	4
Cardan Capital Partners, LLC	4	4	0.27%	0.28%	0.28%	Q4 2017	Q3 2018	4
Live Oak Investment Partners	4	4	6.12%	6.19%	6.31%	Q4 2022	Q3 2023	4
Vista Private Wealth Partners. LLC	4	4	0.23%	0.26%	0.28%	Q4 2022	Q3 2023	4
Ten Capital Wealth Advisors, LLC	4	4	0.32%	0.47%	0.60%	Q3 2020	Q2 2021	4
Gratus Capital, LLC	4	4	0.04%	0.05%	0.07%	Q2 2021	Q1 2022	4
GUGGENHEIM CAPITAL LLC	4	4	0.00%	0.01%	0.04%	Q2 2013	Q1 2014	4
BKS ADVISORS, LLC	3	1	0.08%	0.08%	0.09%	Q1 2018	Q1 2019	4
InterOcean Capital Group, LLC	2	2	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	4
True North Advisors, LLC	4	4	0.11%	0.14%	0.17%	Q3 2021	Q2 2022	4
KAVAR CAPITAL PARTNERS GROUP, LLC	4	4	0.04%	0.09%	0.23%	Q4 2022	Q3 2023	4
Diversified, LLC	4	4	0.08%	0.25%	0.66%	Q4 2022	Q3 2023	4
Vident Investment Advisory, LLC	4	4	0.00%	0.12%	0.22%	Q3 2022	Q2 2023	4
Mach-1 Financial Group, LLC	4	4	0.04%	0.04%	0.06%	Q4 2021	Q3 2022	4
JUNCTURE WEALTH STRATEGIES, LLC	4	4	1.37%	1.89%	2.54%	Q1 2023	Q4 2023	4
Visionary Asset Management, Inc.	4	4	0.14%	0.17%	0.19%	Q4 2017	Q3 2018	4
Montis Financial, LLC	4	4	2.17%	4.99%	7.21%	Q4 2022	Q3 2023	4
Accretive Wealth Partners, LLC	4	4	0.14%	0.16%	0.19%	Q2 2021	Q1 2022	4
Clarus Group, Inc.	4	4	0.19%	0.22%	0.26%	Q4 2022	Q3 2023	4
San Luis Wealth Advisors LLC	2	1	1.61%	2.20%	2.62%	Q3 2021	Q2 2023	4
Samson Capital Advisors LLC	4	4	1.78%	2.97%	3.58%	Q4 2014	Q3 2015	4
Stadion Money Management, LLC	4	4	0.96%	1.38%	1.57%	Q1 2019	Q4 2019	4
Palo Capital, Inc.	4	4	0.24%	0.29%	0.33%	Q1 2018	Q4 2018	4
Coppell Advisory Solutions LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
ACCURATE INVESTMENT SOLUTIONS, INC.	4	4	0.02%	1.83%	2.78%	Q2 2017	Q1 2018	4
Cypress Capital Group	3	1	0.03%	0.05%	0.09%	Q2 2016	Q3 2023	4
Sterling Group Wealth Management, LLC	4	4	22.41%	24.96%	27.57%	Q4 2022	Q3 2023	4
Triangle Securities Wealth Management	3	1	0.10%	0.15%	0.16%	Q2 2013	Q3 2015	4
CHAPIN DAVIS, INC.	4	4	0.40%	0.46%	0.53%	Q4 2022	Q3 2023	4
SWM Advisors	4	4	14.14%	14.74%	15.21%	Q4 2021	Q3 2022	4
Financial Sense Advisors, Inc.	4	4	0.66%	0.78%	0.88%	Q2 2017	Q1 2018	4
Accurate Wealth Management, LLC	4	4	0.30%	0.39%	0.48%	Q4 2022	Q3 2023	4
Activest Wealth Management	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	4
WIN ADVISORS, INC	4	4	0.00%	0.00%	0.00%	Q1 2022	Q4 2022	4
Family Investment Center, Inc.	4	4	0.18%	0.19%	0.21%	Q4 2022	Q3 2023	4
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	3	1	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	4
St. James Investment Advisors, LLC	3	1	0.51%	0.80%	1.19%	Q4 2021	Q4 2022	4
Lehman Financial Resources, Inc.	4	4	1.45%	1.48%	1.54%	Q4 2014	Q3 2015	4
Highview Capital Management LLC/DE/	4	4	2.41%	2.46%	2.57%	Q4 2022	Q3 2023	4
Peterson Financial Group, Inc.	4	4	0.29%	0.32%	0.37%	Q4 2021	Q3 2022	4
MILESTONE WEALTH, LLC	4	4	0.04%	0.04%	0.04%	Q4 2021	Q3 2022	4
Manhattan West Asset Management, LLC	3	1	0.11%	0.19%	0.38%	Q4 2021	Q3 2023	4
GODSEY & GIBB, INC	4	4	0.04%	0.07%	0.15%	Q4 2022	Q3 2023	4
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	2	1	0.24%	0.47%	0.70%	Q4 2017	Q2 2022	4
NCM Capital Management, LLC	4	4	0.80%	0.89%	0.97%	Q1 2022	Q4 2022	4
Financial Connections Group, Inc.	4	4	0.01%	0.04%	0.06%	Q4 2021	Q3 2022	4
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	2	1	0.08%	0.14%	0.26%	Q4 2019	Q3 2023	4
Western Pacific Wealth Management, LP	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
OLIVER LAGORE VANVALIN INVESTMENT GROUP	2	2	0.00%	0.01%	0.01%	Q1 2022	Q2 2023	4
Angeles Investment Advisors, LLC	4	4	0.48%	8.01%	15.83%	Q4 2022	Q3 2023	4
D L CARLSON INVESTMENT GROUP INC	4	4	0.08%	0.09%	0.09%	Q1 2019	Q4 2019	4
ROTHSCHILD INVESTMENT LLC /IL	3	1	0.20%	0.25%	0.33%	Q3 2014	Q2 2019	4
BCR Wealth Strategies, LLC	4	4	0.05%	0.06%	0.06%	Q4 2021	Q3 2022	4
Cardinal Point Wealth Management Partners, LLC	4	4	0.18%	0.35%	0.54%	Q4 2021	Q3 2022	4
Welch Group, LLC	2	1	0.02%	0.27%	0.54%	Q1 2014	Q4 2021	4
Life Planning Partners, Inc	4	4	1.88%	2.60%	3.11%	Q4 2021	Q3 2022	4
First Farmers & Merchants Bank / Trust	4	4	0.39%	0.42%	0.43%	Q4 2021	Q3 2022	4
INTEGRAL DERIVATIVES, LLC	2	2	0.01%	0.01%	0.01%	Q3 2015	Q4 2015	4
Resurgent Financial Advisors LLC	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
BancFirst Trust & Investment Management	2	1	0.16%	0.72%	1.26%	Q1 2022	Q4 2023	4
KARLINSKI ANDREW C	4	4	0.02%	0.06%	0.09%	Q4 2021	Q3 2022	4
SageView Advisory Group, LLC	4	4	0.20%	0.26%	0.33%	Q4 2022	Q3 2023	4
Wealthsimple Inc.	4	4	0.01%	0.02%	0.04%	Q4 2021	Q3 2022	4
MRA Associates USA LLC	4	4	0.29%	0.69%	1.24%	Q4 2018	Q3 2019	4
Asset Allocation Strategies LLC	4	4	1.56%	1.74%	1.82%	Q4 2022	Q3 2023	4
Private Wealth Group, LLC	4	4	0.27%	0.49%	0.65%	Q4 2022	Q3 2023	4
CATALYST FINANCIAL PARTNERS LLC	4	4	0.24%	0.41%	0.84%	Q4 2022	Q3 2023	4
EPACRIA CAPITAL PARTNERS, LLC	4	4	7.71%	8.28%	8.80%	Q4 2022	Q3 2023	4
Delap Wealth Advisory, LLC	4	4	8.98%	10.72%	13.51%	Q4 2022	Q3 2023	4
Carr Financial Group Corp	4	4	5.79%	6.44%	6.89%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Bricktown Capital, LLC	4	4	9.92%	11.55%	12.20%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.04%	0.05%	0.08%	Q4 2022	Q3 2023	4
DecisionPoint Financial, LLC	4	4	0.39%	0.65%	0.91%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	0.42%	0.51%	0.59%	Q4 2022	Q3 2023	4
Ruedi Wealth Management, Inc.	4	4	0.19%	0.21%	0.24%	Q4 2022	Q3 2023	4
W.H. Cornerstone Investments Inc.	4	4	0.27%	0.30%	0.34%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.62%	0.70%	0.85%	Q4 2022	Q3 2023	4
Lodestone Wealth Management LLC	4	4	1.27%	1.33%	1.40%	Q4 2022	Q3 2023	4
Cardinal Point Capital Management ULC	4	4	0.32%	0.40%	0.47%	Q4 2022	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.31%	0.31%	0.32%	Q4 2022	Q3 2023	4
Fee-Only Financial Planning, L.C.	4	4	0.72%	0.74%	0.77%	Q4 2022	Q3 2023	4
UNIQUE WEALTH, LLC	4	4	0.16%	0.28%	0.42%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Retirement Investment Advisors, Inc.	4	4	0.05%	0.19%	0.36%	Q4 2022	Q3 2023	4
Blue Investment Partners LLC	4	4	4.72%	5.70%	7.00%	Q4 2022	Q3 2023	4
Verum Partners LLC	4	4	1.85%	3.75%	4.82%	Q4 2022	Q3 2023	4
Sharper & Granite LLC	4	4	0.17%	0.19%	0.21%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.49%	0.95%	1.25%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	2.48%	2.54%	2.62%	Q4 2022	Q3 2023	4
Waterford Advisors, LLC	4	4	6.96%	7.29%	7.75%	Q4 2022	Q3 2023	4
J2 Capital Management Inc	2	2	0.69%	1.03%	1.50%	Q4 2021	Q3 2023	4
New Hampshire Trust	4	4	1.21%	1.32%	1.42%	Q4 2022	Q3 2023	4
LAM GROUP, INC.	4	4	0.34%	0.36%	0.39%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.38%	0.40%	0.42%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.01%	0.03%	0.06%	Q4 2022	Q3 2023	4
Talisman Wealth Advisors LLC	4	4	0.66%	0.70%	0.74%	Q4 2022	Q3 2023	4
Forza Wealth Management, LLC	4	4	0.26%	0.27%	0.32%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	1.25%	1.32%	1.38%	Q4 2022	Q3 2023	4
GEM Asset Management, LLC	4	4	0.31%	0.34%	0.37%	Q4 2022	Q3 2023	4
RCS Financial Planning, LLC	4	4	1.13%	1.18%	1.23%	Q4 2022	Q3 2023	4
Koesten, Hirschmann & Crabtree, INC.	4	4	0.12%	0.13%	0.13%	Q4 2022	Q3 2023	4
Redwood Wealth Management Group, LLC	4	4	1.64%	1.68%	1.72%	Q4 2022	Q3 2023	4
HTG Investment Advisors, Inc.	4	4	0.41%	0.46%	0.49%	Q4 2022	Q3 2023	4
Auto-Owners Insurance Co	4	4	1.53%	1.58%	1.63%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.37%	0.38%	0.40%	Q4 2022	Q3 2023	4
Arcadia Wealth Management, LLC	4	4	0.28%	6.06%	10.81%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	0.37%	0.41%	0.46%	Q4 2022	Q3 2023	4
PETREDIS INVESTMENT ADVISORS LLC	4	4	0.90%	1.02%	1.10%	Q4 2022	Q3 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	0.08%	0.09%	0.12%	Q4 2022	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	0.46%	0.49%	0.51%	Q4 2022	Q3 2023	4
LWMG, LLC	4	4	12.58%	14.39%	15.82%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	0.96%	1.08%	1.24%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	2.51%	2.84%	3.52%	Q4 2022	Q3 2023	4
Hassell Wealth Management, LLC	4	4	9.66%	10.58%	11.05%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	2.86%	2.99%	3.12%	Q4 2022	Q3 2023	4
Michelson Medical Research Foundation, Inc.	4	4	8.31%	9.96%	10.83%	Q4 2022	Q3 2023	4
Garden State Investment Advisory Services LLC	4	4	0.17%	0.20%	0.26%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	4.09%	4.91%	6.27%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.03%	0.04%	0.04%	Q4 2022	Q3 2023	4
Parker Financial LLC	4	4	15.32%	15.65%	16.15%	Q4 2022	Q3 2023	4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4	4	2.99%	3.45%	4.21%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.01%	0.05%	0.10%	Q4 2022	Q3 2023	4
BOS Asset Management, LLC	4	4	2.41%	2.73%	2.86%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.61%	0.65%	0.68%	Q4 2022	Q3 2023	4
True Wealth Design, LLC	4	4	0.37%	0.47%	0.56%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.09%	0.18%	0.25%	Q4 2022	Q3 2023	4
Tillman Hartley LLC	4	4	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	4
Milestone Investment Advisors LLC	4	4	0.15%	0.20%	0.24%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	0.33%	0.34%	0.34%	Q4 2022	Q3 2023	4
DDFG, Inc	4	4	1.73%	1.77%	1.83%	Q4 2022	Q3 2023	4
Ratio Wealth Group	2	2	0.06%	0.07%	0.07%	Q3 2021	Q3 2023	4
Alpha Financial Advisors, LLC	4	4	0.26%	0.29%	0.34%	Q4 2022	Q3 2023	4
Sebold Capital Management, Inc.	4	4	3.38%	3.90%	4.30%	Q4 2022	Q3 2023	4
Buck Wealth Strategies, LLC	3	1	0.73%	0.83%	0.89%	Q3 2022	Q3 2023	4
Pioneer Wealth Management Group	4	4	0.86%	0.97%	1.14%	Q4 2022	Q3 2023	4
Whitaker-Myers Wealth Managers, LTD.	4	4	0.29%	0.85%	1.13%	Q4 2022	Q3 2023	4
Tetrem Capital Management Ltd.	4	4	0.00%	0.00%	0.00%	Q3 2013	Q2 2014	4
3Chopt Investment Partners, LLC	4	4	0.86%	1.14%	1.37%	Q4 2022	Q3 2023	4
First County Bank /CT/	4	4	0.17%	0.23%	0.28%	Q4 2022	Q3 2023	4
MYECFO, LLC	4	4	9.57%	10.46%	11.41%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	2.89%	3.09%	3.29%	Q4 2022	Q3 2023	4
Tillar-Wenstrup Advisors, LLC	4	4	0.34%	1.08%	1.70%	Q1 2022	Q4 2022	4
Farther Finance Advisors, LLC	4	4	0.30%	0.33%	0.37%	Q4 2022	Q3 2023	4
Etesian Wealth Advisors, Inc.	4	4	4.67%	4.77%	4.84%	Q4 2022	Q3 2023	4
Sound Stewardship, LLC	4	4	2.76%	2.81%	2.85%	Q4 2022	Q3 2023	4
IAMS WEALTH MANAGEMENT, LLC	4	4	0.15%	0.18%	0.21%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.55%	0.58%	0.61%	Q4 2022	Q3 2023	4
DAVIDSON & GARRARD INC	3	1	0.05%	0.05%	0.06%	Q3 2016	Q3 2017	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.02%	0.06%	0.10%	Q4 2022	Q3 2023	4
HORIZON BANCORP INC /IN/	4	4	0.04%	0.05%	0.06%	Q4 2019	Q3 2020	4
ACG Wealth	4	4	0.13%	0.17%	0.23%	Q4 2021	Q3 2022	4
Corbenic Partners LLC	4	4	0.02%	0.02%	0.02%	Q1 2017	Q4 2017	4
Point View Wealth Management, Inc.	4	4	0.09%	0.10%	0.10%	Q2 2018	Q1 2019	4
SYM FINANCIAL Corp	4	4	0.12%	0.13%	0.15%	Q4 2022	Q3 2023	4
Pachira Investments Inc.	4	4	1.91%	4.39%	6.96%	Q4 2022	Q3 2023	4
Financial Designs Corp	4	4	3.49%	3.69%	3.84%	Q4 2022	Q3 2023	4
Wilmington Trust Investment Management, LLC	3	1	1.56%	1.66%	1.76%	Q2 2013	Q2 2014	4
Seascape Capital Management	4	4	0.18%	0.24%	0.32%	Q4 2022	Q3 2023	4
FutureAdvisor, Inc.	4	4	1.53%	1.65%	1.80%	Q4 2014	Q3 2015	4
Raub Brock Capital Management LP	4	4	0.09%	0.09%	0.10%	Q2 2019	Q1 2020	4
Smith Anglin Financial, LLC	3	1	0.11%	2.06%	4.10%	Q1 2022	Q3 2023	4
VAUGHAN DAVID INVESTMENTS LLC/IL	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Quantinno Capital Management LP	4	4	0.03%	0.04%	0.05%	Q4 2022	Q3 2023	4
Strategic Wealth Management Group, LLC	3	1	0.13%	0.23%	0.27%	Q2 2020	Q2 2021	4
CYNOSURE ADVISORS, LLC	4	4	3.43%	4.28%	6.07%	Q4 2017	Q3 2018	4
CM WEALTH ADVISORS LLC	2	2	0.14%	0.34%	0.89%	Q3 2022	Q3 2023	4
Signature Wealth Management Group	4	4	0.02%	0.03%	0.05%	Q4 2017	Q3 2018	4
Opes Wealth Management LLC	4	4	1.46%	1.54%	1.61%	Q4 2022	Q3 2023	4
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	4	4	0.18%	0.19%	0.20%	Q4 2022	Q3 2023	4
HARTLINE INVESTMENT CORP/	3	1	0.08%	0.19%	0.32%	Q2 2013	Q3 2022	4
Financial Partners Group, Inc	4	4	0.48%	0.61%	0.71%	Q4 2017	Q3 2018	4
Waterloo Capital, L.P.	3	1	0.46%	1.23%	2.42%	Q1 2020	Q3 2023	4
Nalls Sherbakoff Group, LLC	3	1	0.02%	0.02%	0.03%	Q4 2018	Q3 2023	4
RESTON WEALTH MANAGEMENT LLC	4	4	6.09%	8.94%	12.88%	Q1 2019	Q4 2019	4
Sequoia Wealth Management, LLC	4	4	0.30%	0.43%	0.76%	Q4 2018	Q3 2019	4
Requisite Capital Management, LLC	3	1	0.09%	0.11%	0.12%	Q3 2022	Q3 2023	4
Northwest Capital Management Inc	2	1	0.07%	0.21%	0.45%	Q4 2017	Q3 2023	4
Legacy Trust	4	4	0.20%	0.24%	0.26%	Q4 2022	Q3 2023	4
Y-Intercept (Hong Kong) Ltd	2	1	0.07%	0.14%	0.26%	Q2 2021	Q3 2023	4
Foresight Wealth Management, LLC	2	2	0.01%	0.04%	0.08%	Q3 2019	Q3 2022	4
NewDay Solutions, LLC	3	1	0.48%	0.59%	0.69%	Q4 2018	Q4 2019	4
Castle Rock Wealth Management, LLC	4	4	0.08%	0.10%	0.12%	Q2 2021	Q1 2022	4
ISTHMUS PARTNERS, LLC	3	3	0.02%	0.02%	0.03%	Q1 2018	Q3 2018	3
Balboa Wealth Partners	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
FINANCIAL ADVISORY PARTNERS, LLC	3	3	0.08%	0.09%	0.09%	Q4 2021	Q2 2022	3
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	3	3	0.01%	0.02%	0.02%	Q1 2012	Q3 2012	3
Financial Guidance Group, Inc.	2	1	0.15%	0.31%	0.50%	Q1 2022	Q2 2023	3
Coastal Bridge Advisors, LLC	3	3	0.04%	0.06%	0.08%	Q2 2021	Q4 2021	3
Euclid Advisors LLC	2	1	0.00%	0.10%	0.29%	Q4 2015	Q3 2016	3
SC&H Financial Advisors, Inc.	2	1	0.07%	0.14%	0.19%	Q4 2021	Q2 2023	3
Gallagher Fiduciary Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Steinberg Global Asset Management	3	3	0.32%	0.34%	0.38%	Q3 2018	Q1 2019	3
Allred Capital Management, LLC	1	1	0.03%	0.08%	0.17%	Q4 2018	Q1 2021	3
ROWLANDMILLER & PARTNERS.ADV	3	3	0.04%	0.04%	0.04%	Q2 2023	Q4 2023	3
NTV ASSET MANAGEMENT LLC	3	3	0.06%	0.07%	0.08%	Q1 2023	Q3 2023	3
University of Southern California	3	3	13.63%	17.90%	23.53%	Q4 2012	Q2 2013	3
Unified Trust Company, N.A.	3	3	0.40%	0.41%	0.43%	Q1 2021	Q3 2021	3
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2018	3
SWISS REINSURANCE CO LTD	3	3	0.51%	0.53%	0.56%	Q2 2013	Q4 2013	3
Ciovacco Capital Management LLC	3	3	8.36%	11.04%	15.72%	Q1 2023	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.09%	0.12%	0.14%	Q1 2023	Q3 2023	3
LVZ, Inc.	3	3	0.22%	0.24%	0.27%	Q2 2017	Q4 2017	3
RS INVESTMENT MANAGEMENT CO LLC	2	1	0.01%	0.02%	0.03%	Q4 2013	Q1 2015	3
AXIS CAPITAL HOLDINGS LTD	3	3	14.34%	15.26%	16.73%	Q4 2015	Q2 2016	3
Cannell & Co.	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Mathes Company, Inc.	3	3	0.29%	0.31%	0.33%	Q2 2017	Q4 2017	3
New England Investment & Retirement Group, Inc.	2	1	0.05%	1.72%	5.04%	Q3 2015	Q1 2020	3
NorthCoast Asset Management LLC	3	3	0.03%	0.04%	0.04%	Q1 2021	Q3 2021	3
Community Bank & Trust, Waco, Texas	3	3	0.06%	0.06%	0.07%	Q2 2021	Q4 2021	3
GW&K Investment Management, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Quent Capital, LLC	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
RPg Family Wealth Advisory, LLC	2	1	0.03%	0.04%	0.04%	Q4 2015	Q3 2019	3
JENNISON ASSOCIATES LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	3
BANK OF THE WEST	2	1	0.03%	0.05%	0.07%	Q3 2017	Q2 2018	3
Day & Ennis, LLC	2	1	0.08%	5.84%	8.82%	Q4 2015	Q3 2023	3
Planned Solutions, Inc.	2	1	0.10%	3.32%	4.99%	Q3 2020	Q2 2023	3
TWO SIGMA INVESTMENTS, LP	3	3	0.00%	0.01%	0.01%	Q4 2013	Q2 2014	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
Executive Wealth Management, LLC	3	3	0.01%	0.02%	0.02%	Q4 2018	Q2 2019	3
STRATEGY ASSET MANAGERS LLC	3	3	0.06%	0.14%	0.19%	Q4 2019	Q2 2020	3
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	3	3	0.02%	0.03%	0.03%	Q1 2018	Q3 2018	3
ROBERTSON STEPHENS ADVISORS LLC	3	3	1.14%	1.92%	2.41%	Q1 2017	Q3 2017	3
Sicart Associates LLC	3	3	0.10%	0.12%	0.13%	Q2 2018	Q4 2018	3
WESPAC Advisors SoCal, LLC	2	1	0.01%	0.08%	0.22%	Q1 2016	Q1 2019	3
Gotham Asset Management, LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Fiduciary Alliance LLC	3	3	0.05%	0.06%	0.07%	Q4 2022	Q2 2023	3
FourThought Financial Partners, LLC	3	3	0.03%	0.03%	0.03%	Q4 2022	Q2 2023	3
DAYMARK WEALTH PARTNERS, LLC	3	3	0.02%	0.04%	0.07%	Q1 2023	Q3 2023	3
X-Square Capital, LLC	3	3	0.20%	0.20%	0.20%	Q2 2019	Q4 2019	3
Sequent Asset Management, LLC	2	1	0.13%	0.13%	0.14%	Q2 2015	Q3 2017	3
Employees Retirement System of Texas	3	3	0.13%	0.13%	0.13%	Q1 2023	Q3 2023	3
B. Riley Financial, Inc.	3	3	0.09%	0.13%	0.15%	Q3 2017	Q1 2018	3
Capital Wealth Planning, LLC	2	1	0.07%	0.09%	0.12%	Q2 2019	Q1 2020	3
Strategic Investment Solutions, Inc. /IL	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	3	0.00%	0.01%	0.01%	Q4 2019	Q2 2020	3
NWQ INVESTMENT MANAGEMENT COMPANY, LLC	2	1	0.01%	0.04%	0.08%	Q1 2017	Q4 2017	3
KFA Private Wealth Group, LLC	1	1	0.17%	0.18%	0.20%	Q4 2019	Q3 2023	3
TBH Global Asset Management, LLC	3	3	0.07%	0.08%	0.08%	Q1 2023	Q3 2023	3
TPB WEALTH ADVISORS	2	1	0.52%	2.02%	2.92%	Q2 2022	Q1 2023	3
Mainsail Financial Group, LLC	3	3	0.20%	0.31%	0.39%	Q1 2023	Q3 2023	3
New Capital Management LP	3	3	0.01%	0.01%	0.01%	Q2 2020	Q4 2020	3
Stewardship Advisors, LLC	3	3	0.08%	0.08%	0.08%	Q4 2022	Q2 2023	3
VOLORIDGE INVESTMENT MANAGEMENT, LLC	2	1	0.04%	0.47%	1.32%	Q4 2018	Q1 2020	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.19%	0.20%	0.20%	Q1 2023	Q3 2023	3
Hobart Private Capital, LLC	3	3	4.11%	4.91%	5.44%	Q1 2023	Q3 2023	3
DDD Partners, LLC	3	3	0.28%	0.31%	0.34%	Q4 2017	Q2 2018	3
Nordwand Advisors, LLC	3	3	0.01%	0.02%	0.02%	Q1 2023	Q3 2023	3
Financial Gravity Companies, Inc.	2	1	0.00%	0.02%	0.03%	Q4 2017	Q4 2018	3
MAGNOLIA CAPITAL MANAGEMENT LTD	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
G&S Capital LLC	2	1	0.12%	0.19%	0.32%	Q4 2017	Q3 2023	3
KELLEHER FINANCIAL ADVISORS	3	3	0.23%	0.26%	0.29%	Q1 2023	Q3 2023	3
Columbia Trust Co 01012016	2	1	0.12%	0.12%	0.12%	Q1 2022	Q2 2023	3
VitalStone Financial, LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
SENTINEL PENSION ADVISORS INC	2	1	0.06%	0.26%	0.38%	Q4 2021	Q2 2023	3
Goldstein Advisors, LLC	3	3	0.05%	0.05%	0.06%	Q1 2023	Q3 2023	3
Pinnacle Private Wealth, LLC	3	3	0.09%	0.23%	0.30%	Q4 2021	Q2 2022	3
CCM INVESTMENT ADVISERS LLC	3	3	0.04%	0.10%	0.13%	Q2 2018	Q4 2018	3
Deane Retirement Strategies, Inc.	3	3	0.00%	0.01%	0.01%	Q4 2014	Q2 2015	3
Aris Wealth Services, Inc.	3	3	0.04%	0.06%	0.09%	Q1 2015	Q3 2015	3
Santori & Peters, Inc.	3	3	0.38%	0.39%	0.41%	Q1 2023	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.31%	0.36%	0.41%	Q4 2022	Q3 2023	3
Better Money Decisions, LLC	2	1	0.00%	0.04%	0.08%	Q2 2021	Q2 2022	3
EMFO, LLC	3	3	0.20%	0.22%	0.27%	Q2 2021	Q4 2021	3
TNF LLC	3	3	0.14%	0.14%	0.14%	Q3 2021	Q1 2022	3
Tilson Financial Group, Inc.	2	1	3.67%	3.98%	4.14%	Q4 2022	Q3 2023	3
Matisse Capital	3	3	0.60%	0.67%	0.80%	Q1 2023	Q3 2023	3
BRINKER CAPITAL INC	1	1	0.01%	0.07%	0.17%	Q4 2016	Q2 2019	3
NinePointTwo Capital LLC	3	3	5.22%	8.90%	11.04%	Q4 2020	Q2 2021	3
HC Financial Advisors, Inc.	2	1	0.31%	0.33%	0.36%	Q4 2017	Q3 2018	3
Strengthening Families & Communities, LLC	2	1	0.00%	0.02%	0.02%	Q1 2022	Q4 2022	3
Holloway Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Carolina Wealth Advisors, LLC	2	1	0.00%	0.01%	0.04%	Q1 2021	Q3 2023	3
Econ Financial Services Corp	2	1	0.60%	0.84%	1.21%	Q4 2021	Q4 2022	3
CHILTON INVESTMENT CO INC.	2	1	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	3
Ford Financial Group, LLC	1	1	0.00%	0.01%	0.02%	Q4 2017	Q4 2021	3
Treybourne Wealth Planners, Inc.	3	3	9.34%	10.45%	11.12%	Q4 2020	Q2 2021	3
Cardinal Point Wealth Management LLC	3	3	0.10%	0.13%	0.17%	Q1 2021	Q3 2021	3
Bank of Marin	3	3	0.34%	0.34%	0.34%	Q1 2023	Q3 2023	3
VIAWEALTH, LLC	3	3	0.41%	0.69%	0.96%	Q1 2023	Q3 2023	3
Strategic Financial Concepts, LLC	3	3	0.68%	0.79%	0.84%	Q1 2023	Q3 2023	3
PEDDOCK CAPITAL ADVISORS, LLC	3	3	0.01%	0.01%	0.01%	Q2 2018	Q4 2018	3
Cornerstone Planning Group LLC	2	1	10.24%	11.34%	12.36%	Q4 2022	Q3 2023	3
Black Swift Group, LLC	2	1	0.01%	0.02%	0.03%	Q3 2018	Q1 2021	3
Kavar Capital Partners, LLC	2	1	0.01%	0.01%	0.01%	Q4 2013	Q2 2019	3
Poehling Capital Management, INC.	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
PGIM Custom Harvest LLC	3	3	0.04%	0.05%	0.07%	Q4 2022	Q2 2023	3
Lebenthal Global Advisors, LLC	2	1	0.01%	0.36%	0.55%	Q4 2020	Q3 2023	3
Cedar Mountain Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
CFS Investment Advisory Services, LLC	3	3	0.59%	0.74%	0.89%	Q1 2023	Q3 2023	3
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	3	3	0.12%	0.12%	0.13%	Q1 2015	Q3 2015	3
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	3	3	0.26%	0.34%	0.50%	Q4 2021	Q2 2022	3
HNP Capital LLC	3	3	1.81%	3.01%	3.82%	Q4 2018	Q2 2019	3
Sound View Wealth Advisors Group, LLC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
CSat Investment Advisory, L.P.	2	1	0.44%	2.33%	3.40%	Q4 2019	Q3 2020	3
Biechele Royce Advisors	3	3	0.09%	0.09%	0.10%	Q1 2023	Q3 2023	3
CONTINENTAL INVESTORS SERVICES, INC.	2	1	0.39%	0.57%	0.67%	Q4 2021	Q2 2023	3
Parasol Investment Management, LLC	2	1	0.07%	0.08%	0.08%	Q4 2013	Q3 2014	3
PANAGORA ASSET MANAGEMENT INC	3	3	0.01%	0.01%	0.01%	Q2 2017	Q4 2017	3
ING GROEP NV	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
CoreFirst Bank & Trust	2	1	0.01%	0.08%	0.12%	Q4 2022	Q3 2023	3
Grey Street Capital, LLC	3	3	0.12%	0.13%	0.15%	Q1 2023	Q3 2023	3
BIP Wealth, LLC	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
ETRADE Capital Management LLC	3	3	0.01%	0.01%	0.01%	Q1 2020	Q3 2020	3
Wolff Financial Management LLC	2	1	6.35%	7.71%	8.73%	Q4 2022	Q3 2023	3
Wayfinding Financial, LLC	3	3	0.22%	0.22%	0.23%	Q1 2023	Q3 2023	3
FIELDPOINT PRIVATE ADVISORS, INC	3	3	0.66%	0.67%	0.69%	Q2 2015	Q4 2015	3
Fifth Third Wealth Advisors LLC	3	3	0.33%	0.43%	0.61%	Q2 2023	Q4 2023	3
PETRA FINANCIAL ADVISORS INC	2	1	1.08%	1.39%	1.64%	Q4 2022	Q3 2023	3
Capital Planning Advisors, LLC	3	3	3.64%	3.75%	3.89%	Q1 2023	Q3 2023	3
Geometric Wealth Advisors	2	1	0.07%	0.26%	0.65%	Q1 2022	Q3 2023	3
CarsonAllaria Wealth Management, Ltd.	3	3	0.03%	0.05%	0.11%	Q1 2023	Q3 2023	3
CapWealth Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q3 2014	Q3 2016	3
Consolidated Portfolio Review Corp	3	3	1.91%	2.07%	2.28%	Q1 2023	Q3 2023	3
Triumph Capital Management	3	3	0.27%	0.29%	0.34%	Q2 2021	Q4 2021	3
PFG Investments, LLC	3	3	0.28%	0.31%	0.37%	Q1 2023	Q3 2023	3
Austin Asset Management Co Inc	3	3	0.08%	0.08%	0.09%	Q1 2023	Q3 2023	3
COWA, LLC	2	1	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	3
Hamilton Wealth, LLC	3	3	0.14%	0.15%	0.15%	Q1 2023	Q3 2023	3
VANCE WEALTH, INC.	3	3	0.16%	0.22%	0.32%	Q1 2022	Q3 2022	3
O'Connor Financial Group LLC	3	3	0.39%	0.42%	0.44%	Q1 2023	Q3 2023	3
Maple Capital Management, Inc.	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
Yoder Wealth Management, Inc.	3	3	0.37%	0.37%	0.38%	Q1 2023	Q3 2023	3
Pine Valley Investments Ltd Liability Co	3	3	0.07%	0.09%	0.11%	Q1 2023	Q3 2023	3
Noble Family Wealth, LLC	3	3	2.67%	3.29%	3.68%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.08%	0.10%	0.15%	Q1 2023	Q3 2023	3
Leucadia National	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	0.80%	0.88%	0.93%	Q1 2023	Q3 2023	3
Connective Portfolio Management, LLC	2	1	0.57%	0.79%	1.15%	Q4 2021	Q3 2022	3
Root Financial Partners, LLC	3	3	0.31%	0.63%	1.13%	Q1 2023	Q3 2023	3
Red Door Wealth Management, LLC	2	1	0.03%	0.04%	0.06%	Q1 2020	Q2 2021	3
Sowa Financial Group, Inc.	3	3	0.00%	0.01%	0.03%	Q4 2019	Q2 2020	3
Allegiant Private Advisors, LLC	3	3	7.88%	8.27%	8.79%	Q4 2020	Q2 2021	3
Fountainhead AM, LLC	2	1	0.07%	0.10%	0.11%	Q1 2021	Q2 2023	3
Abacus Wealth Partners, LLC	3	3	0.10%	0.13%	0.17%	Q1 2021	Q3 2021	3
Transparent Wealth Partners LLC	3	3	0.29%	0.72%	1.56%	Q3 2022	Q1 2023	3
Ellsworth Advisors, LLC	3	3	0.18%	0.18%	0.18%	Q1 2023	Q3 2023	3
Atomi Financial Group, Inc.	3	3	0.16%	0.20%	0.27%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.08%	0.08%	0.09%	Q1 2023	Q3 2023	3
1607 Capital Partners, LLC	3	3	0.31%	1.27%	1.98%	Q2 2013	Q4 2013	3
Peterson Wealth Services	2	1	0.17%	2.45%	6.99%	Q4 2021	Q4 2022	3
Novak Financial Planning, LLC	3	3	0.97%	1.03%	1.06%	Q4 2020	Q2 2021	3
ORG Partners LLC	3	3	0.10%	1.86%	3.51%	Q1 2023	Q3 2023	3
Apeiron RIA LLC	3	3	0.22%	0.30%	0.43%	Q4 2021	Q2 2022	3
Flagship Private Wealth, LLC	3	3	0.04%	0.04%	0.04%	Q4 2020	Q2 2021	3
Argent Wealth Management LLC	3	3	0.11%	0.12%	0.12%	Q4 2019	Q2 2020	3
Rockwood Wealth Management, LLC	3	3	0.11%	0.12%	0.12%	Q4 2021	Q2 2022	3
Regis Acquisition Inc.	3	3	2.00%	3.34%	5.72%	Q1 2023	Q3 2023	3
Michael S. Ryan, Inc.	3	3	1.60%	6.29%	8.68%	Q2 2023	Q4 2023	3
Worth Asset Management, LLC	2	1	0.01%	0.25%	0.75%	Q2 2022	Q2 2023	3
Nan Shan Life Insurance Co., Ltd.	2	1	0.12%	0.17%	0.20%	Q1 2017	Q4 2018	3
F/M Investments LLC	3	3	0.17%	0.18%	0.18%	Q3 2021	Q1 2022	3
BIVIN & ASSOCIATES, INC.	3	3	0.06%	0.06%	0.06%	Q4 2021	Q2 2022	3
Allianz Asset Management GmbH	1	1	0.00%	0.00%	0.00%	Q2 2014	Q4 2017	2
Certus Wealth Management, LLC	2	2	0.64%	0.80%	0.96%	Q2 2023	Q3 2023	2
PFW Advisors LLC	2	2	2.61%	2.62%	2.62%	Q2 2023	Q3 2023	2
25 LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
CGC Financial Services, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Maxim Capital Management LLC	2	2	0.37%	0.41%	0.45%	Q1 2020	Q2 2020	2
Premise Capital, LLC	2	2	4.83%	14.94%	25.05%	Q3 2019	Q4 2019	2
Northeast Financial Consultants Inc	2	2	0.02%	0.02%	0.02%	Q1 2019	Q2 2019	2
Bienville Capital Management, LLC	2	2	0.04%	0.04%	0.04%	Q3 2017	Q4 2017	2
Strategic Point Investment Advisors, LLC	2	2	0.08%	0.09%	0.09%	Q2 2014	Q3 2014	2
Fusion Investment Group, LLC	2	2	0.48%	0.48%	0.48%	Q4 2014	Q1 2015	2
Reynolds Investment Management, Inc.	2	2	0.49%	0.55%	0.61%	Q1 2022	Q2 2022	2
Avalon Investment & Advisory	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
True Capital Management	2	2	0.27%	0.29%	0.30%	Q4 2022	Q1 2023	2
Verdad Advisers, LP	1	1	3.47%	4.66%	5.86%	Q3 2021	Q2 2023	2
BBVA USA	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
AVITY INVESTMENT MANAGEMENT INC.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Mid-American Wealth Advisory Group, Inc.	1	1	0.18%	0.19%	0.19%	Q4 2021	Q2 2023	2
PCG Wealth Advisors, LLC	2	2	0.13%	0.15%	0.17%	Q2 2023	Q3 2023	2
Mendota Financial Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Tamar Securities, LLC	1	1	0.09%	0.17%	0.25%	Q4 2022	Q3 2023	2
Carlyle Group Inc.	2	2	0.01%	0.01%	0.02%	Q4 2014	Q1 2015	2
Exchange Bank	2	2	0.29%	0.34%	0.40%	Q2 2023	Q3 2023	2
Mendel Capital Management LLC	2	2	0.68%	0.76%	0.84%	Q2 2023	Q3 2023	2
Paradigm, Strategies in Wealth Management, LLC	2	2	0.04%	0.04%	0.04%	Q1 2021	Q2 2021	2
West Branch Capital LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
CHURCHILL MANAGEMENT Corp	1	1	0.01%	0.01%	0.02%	Q1 2019	Q1 2021	2
FIDUCIARY SERVICES CORP/GA	2	2	0.10%	0.14%	0.17%	Q4 2014	Q1 2015	2
Jenkins Wealth	1	1	1.00%	1.39%	1.77%	Q4 2021	Q4 2022	2
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1	1	0.14%	0.78%	1.43%	Q4 2019	Q2 2020	2
New England Capital Financial Advisors LLC	2	2	0.02%	0.02%	0.02%	Q4 2022	Q1 2023	2
CLEAR INVESTMENT RESEARCH, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
Azimuth Capital Management LLC	2	2	0.02%	0.02%	0.02%	Q1 2017	Q2 2017	2
Klaas Financial Asset Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	2
Live Oak Private Wealth LLC	1	1	0.07%	0.18%	0.29%	Q4 2019	Q2 2022	2
INTREPID CAPITAL MANAGEMENT INC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
FARR MILLER & WASHINGTON LLC/DC	2	2	0.02%	0.02%	0.02%	Q3 2020	Q4 2020	2
Ranch Capital Advisors Inc.	2	2	0.00%	0.00%	0.00%	Q1 2020	Q2 2020	2
Spartan Planning & Wealth Management	1	1	0.65%	1.32%	2.00%	Q4 2022	Q3 2023	2
Nauset Wealth Management. LLC	2	2	2.53%	2.78%	3.04%	Q4 2021	Q1 2022	2
MRP Capital Investments, LLC	2	2	0.01%	0.20%	0.38%	Q1 2023	Q2 2023	2
Coppell Advisory Solutions Corp.	2	2	0.07%	0.07%	0.07%	Q4 2022	Q1 2023	2
Sentinus, LLC	2	2	0.88%	0.93%	0.99%	Q1 2023	Q2 2023	2
Melone Private Wealth, LLC	2	2	0.18%	0.18%	0.18%	Q4 2021	Q1 2022	2
VANTAGEPOINT INVESTMENT ADVISERS LLC	2	2	6.15%	6.38%	6.62%	Q1 2023	Q2 2023	2
THEORY FINANCIAL LLC	2	2	0.27%	0.28%	0.28%	Q4 2021	Q1 2022	2
SteelBridge Private Wealth Advisors LLC	2	2	1.71%	1.96%	2.21%	Q4 2017	Q1 2018	2
Golden State Equity Partners	2	2	0.13%	0.13%	0.13%	Q2 2023	Q3 2023	2
BetterWealth, LLC	2	2	0.16%	0.22%	0.28%	Q4 2021	Q1 2022	2
TCWP LLC	2	2	0.05%	0.05%	0.06%	Q4 2021	Q1 2022	2
Squarepoint Ops LLC	1	1	0.01%	0.02%	0.03%	Q2 2019	Q3 2023	2
INSIGNEO ADVISORY SERVICES, LLC	2	2	0.09%	0.09%	0.09%	Q2 2023	Q3 2023	2
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.01%	0.06%	0.11%	Q4 2020	Q1 2022	2
Quantitative Strategies, Inc.	2	2	0.14%	0.14%	0.14%	Q2 2023	Q3 2023	2
Legacy Capital Wealth Partners, LLC	1	1	0.12%	0.12%	0.13%	Q1 2023	Q3 2023	2
Dunhill Financial, LLC	2	2	0.07%	0.08%	0.08%	Q2 2023	Q3 2023	2
Trivant Custom Portfolio Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Regency Capital Management Inc.\DE	2	2	0.04%	0.06%	0.08%	Q4 2021	Q1 2022	2
Wealth Management Solutions, LLC	2	2	0.11%	0.12%	0.12%	Q4 2021	Q1 2022	2
Alamar Capital Management, LLC	2	2	0.29%	0.32%	0.35%	Q2 2023	Q3 2023	2
Wilks Brothers, LLC	2	2	1.33%	1.63%	1.93%	Q2 2018	Q3 2018	2
Impact Partnership Wealth, LLC	2	2	0.26%	1.08%	1.89%	Q2 2023	Q3 2023	2
Headlands Technologies LLC	1	1	0.32%	0.37%	0.42%	Q4 2022	Q2 2023	2
Capital One Investing, Inc.	1	1	0.05%	0.09%	0.13%	Q1 2019	Q3 2019	2
Amplius Wealth Advisors, LLC	2	2	0.03%	0.03%	0.04%	Q4 2021	Q1 2022	2
Slagle Financial, LLC	2	2	0.16%	0.16%	0.16%	Q2 2023	Q3 2023	2
INVESTMENT SECURITY GROUP INC /CO/ /ADV	2	2	0.57%	0.75%	0.94%	Q1 2020	Q2 2020	2
MATTERN CAPITAL MANAGEMENT, LLC	2	2	0.12%	0.13%	0.13%	Q2 2023	Q3 2023	2
Steward Financial Group LLC	2	2	0.00%	0.01%	0.02%	Q1 2022	Q2 2022	2
HOEY INVESTMENTS, INC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q2 2022	2
Paragon Wealth Strategies, LLC	1	1	0.01%	0.02%	0.04%	Q2 2021	Q3 2022	2
ERTS Wealth Advisors, LLC	2	2	0.04%	0.07%	0.10%	Q4 2018	Q1 2019	2
WHALEROCK POINT PARTNERS, LLC	2	2	0.11%	0.11%	0.12%	Q3 2019	Q4 2019	2
Bellwether Advisors, LLC	1	1	0.00%	0.01%	0.02%	Q4 2020	Q3 2022	2
Cherry Tree Wealth Management, LLC	2	2	2.98%	3.00%	3.02%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.09%	0.09%	0.09%	Q2 2023	Q3 2023	2
LEGG MASON, INC.	2	2	3.44%	12.53%	21.61%	Q3 2017	Q4 2017	2
Buckley Wealth Management, LLC	2	2	0.16%	0.17%	0.17%	Q2 2019	Q3 2019	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.38%	0.40%	0.42%	Q4 2021	Q1 2022	2
INTEGRAL INVESTMENT ADVISORS, INC.	2	2	2.10%	2.44%	2.79%	Q4 2021	Q1 2022	2
University of Maryland Foundation, Inc.	2	2	2.26%	2.27%	2.27%	Q4 2019	Q1 2020	2
TRADITION CAPITAL MANAGEMENT LLC	2	2	0.16%	0.17%	0.19%	Q2 2017	Q3 2017	2
Key Client Fiduciary Advisors, LLC	2	2	0.16%	0.17%	0.17%	Q2 2023	Q3 2023	2
WOLVERINE ASSET MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
TruWealth Advisors, LLC	2	2	0.03%	0.04%	0.06%	Q3 2021	Q4 2021	2
Edgestream Partners, L.P.	2	2	0.02%	0.03%	0.04%	Q1 2023	Q2 2023	2
Tacita Capital Inc	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
Derbend Asset Management	1	1	0.18%	0.30%	0.41%	Q3 2022	Q3 2023	2
Premia Global Advisors, LLC	2	2	0.03%	0.04%	0.05%	Q1 2018	Q2 2018	2
MJP ASSOCIATES INC /ADV	2	2	1.44%	1.52%	1.60%	Q2 2023	Q3 2023	2
IBEX WEALTH ADVISORS	2	2	0.04%	0.06%	0.07%	Q2 2021	Q3 2021	2
RESOURCE CONSULTING GROUP INC	2	2	0.14%	0.15%	0.16%	Q4 2021	Q1 2022	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.05%	0.05%	0.06%	Q2 2022	Q3 2022	2
FURE FINANCIAL CORP	2	2	0.04%	0.04%	0.04%	Q3 2021	Q4 2021	2
Strid Group, LLC	2	2	0.31%	0.39%	0.46%	Q4 2015	Q1 2016	2
Ballew Advisors, Inc	2	2	0.01%	0.01%	0.01%	Q2 2018	Q3 2018	2
TrinityPoint Wealth, LLC	2	2	1.28%	1.45%	1.62%	Q4 2018	Q1 2019	2
AlphaQ Advisors LLC	2	2	0.54%	0.70%	0.86%	Q2 2023	Q3 2023	2
STRALEM & CO INC	2	2	0.10%	0.10%	0.10%	Q1 2020	Q2 2020	2
Ascension Capital Advisors, Inc.	2	2	0.21%	0.27%	0.33%	Q1 2020	Q2 2020	2
Chemistry Wealth Management LLC	1	1	0.07%	0.21%	0.34%	Q4 2021	Q2 2023	2
GUIDANCE CAPITAL, INC	2	2	0.22%	0.24%	0.26%	Q2 2023	Q3 2023	2
CLEAR STREET MARKETS LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q4 2021	2
Financial Avengers, Inc.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
Tolleson Wealth Management, Inc.	2	2	0.07%	0.07%	0.07%	Q4 2020	Q1 2021	2
Lourd Capital, LLC	2	2	0.04%	0.04%	0.04%	Q1 2019	Q2 2019	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.48%	0.49%	0.49%	Q1 2021	Q2 2021	2
Secure Asset Management, LLC	1	1	0.35%	0.92%	1.49%	Q4 2019	Q3 2023	2
TradeLink Global Equity LLC	2	2	0.05%	0.10%	0.14%	Q3 2014	Q4 2014	2
Thrive Capital Management, LLC	2	2	0.12%	0.14%	0.15%	Q2 2023	Q3 2023	2
Buckingham Capital Management, Inc.	2	2	0.03%	0.03%	0.04%	Q1 2023	Q2 2023	2
STRATEGIC INVESTMENT MANAGEMENT, LLC	1	1	0.16%	1.20%	2.23%	Q4 2019	Q3 2020	2
Principle Wealth Partners LLC	1	1	0.00%	0.13%	0.26%	Q4 2018	Q2 2020	2
NIXON PEABODY TRUST CO	2	2	0.28%	0.29%	0.29%	Q2 2023	Q3 2023	2
Paradigm Financial Partners, LLC	2	2	1.40%	1.43%	1.45%	Q4 2018	Q1 2019	2
Virtue Capital Management, LLC	2	2	0.00%	0.00%	0.01%	Q4 2017	Q1 2018	2
BRANDYWINE TRUST CO	2	2	0.55%	0.60%	0.66%	Q2 2023	Q3 2023	2
WFA of San Diego, LLC	1	1	0.07%	0.10%	0.14%	Q2 2020	Q3 2023	2
FIRST COMMUNITY TRUST NA	2	2	0.14%	0.15%	0.16%	Q4 2021	Q1 2022	2
SignalPoint Asset Management, LLC	2	2	0.06%	0.08%	0.10%	Q2 2023	Q3 2023	2
BROWN WEALTH MANAGEMENT, LLC	2	2	10.07%	10.41%	10.74%	Q2 2023	Q3 2023	2
Belvedere Advisors LLC	2	2	1.16%	1.28%	1.39%	Q1 2019	Q2 2019	2
Crosspoint Capital Strategies, LLC	2	2	0.01%	0.46%	0.92%	Q3 2015	Q4 2015	2
Red Cedar Capital, LLC	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
Lanham O'Dell & Company, Inc.	2	2	0.18%	0.20%	0.22%	Q4 2021	Q1 2022	2
First City Capital Management, Inc.	2	2	0.11%	0.12%	0.12%	Q4 2021	Q1 2022	2
Values Added Financial LLC	2	2	6.93%	7.18%	7.42%	Q2 2023	Q3 2023	2
Meristem Family Wealth, LLC	2	2	0.02%	0.02%	0.02%	Q3 2021	Q4 2021	2
Glassy Mountain Advisors, Inc.	2	2	0.02%	4.86%	9.71%	Q4 2022	Q1 2023	2
Centennial Wealth Advisory LLC	2	2	0.61%	0.67%	0.74%	Q4 2020	Q1 2021	2
MAIRS & POWER INC	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
Qube Research & Technologies Ltd	1	1	0.00%	0.01%	0.02%	Q2 2022	Q4 2022	2
ALBION FINANCIAL GROUP /UT	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Sonora Investment Management Group, LLC	2	2	0.02%	0.03%	0.04%	Q4 2022	Q1 2023	2
MKD WEALTH COACHES, LLC	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
Smart Portfolios, LLC	1	1	0.04%	3.85%	7.65%	Q1 2016	Q1 2019	2
Russell Investments Group, Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q1 2023	2
Nvest Financial, LLC	2	2	0.19%	0.23%	0.26%	Q1 2023	Q2 2023	2
Claremont Financial Group, Inc.	2	2	30.37%	31.46%	32.54%	Q4 2021	Q1 2022	2
Spot Trading L.L.C	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	2
VALLEY WEALTH MANAGERS, INC.	1	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	2
Kiwi Wealth Investments Limited Partnership	2	2	10.65%	11.17%	11.69%	Q2 2014	Q3 2014	2
Stonebridge Financial Planning Group, LLC	2	2	0.90%	0.91%	0.92%	Q2 2023	Q3 2023	2
DUPONT CAPITAL MANAGEMENT CORP	2	2	0.78%	0.94%	1.10%	Q4 2016	Q1 2017	2
Arcataur Capital Management LLC	2	2	4.10%	4.31%	4.52%	Q2 2023	Q3 2023	2
BLODGETT WEALTH ADVISORS, LLC	2	2	0.18%	0.18%	0.18%	Q4 2021	Q1 2022	2
Beck Bode, LLC	1	1	0.00%	0.01%	0.02%	Q3 2020	Q2 2021	2
Marshall Financial Group LLC	2	2	0.10%	0.10%	0.10%	Q4 2021	Q1 2022	2
SAGE FINANCIAL GROUP INC	2	2	0.08%	0.09%	0.09%	Q2 2022	Q3 2022	2
Nemes Rush Group LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Icon Wealth Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q3 2022	Q4 2022	2
STERLING INVESTMENT ADVISORS LLC /ADV	2	2	0.15%	0.15%	0.15%	Q2 2023	Q3 2023	2
TUDOR INVESTMENT CORP ET AL	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
Investmark Advisory Group LLC	1	1	0.14%	0.16%	0.18%	Q4 2021	Q2 2023	2
YARGER WEALTH STRATEGIES, LLC	1	1	0.20%	0.22%	0.24%	Q4 2021	Q2 2023	2
LODESTAR INVESTMENT COUNSEL LLC/IL	2	2	0.03%	0.03%	0.03%	Q2 2018	Q3 2018	2
SEVEN MILE ADVISORY	2	2	0.87%	0.92%	0.98%	Q2 2023	Q3 2023	2
Dragon Financial & Investment Group, LLC	2	2	8.45%	8.76%	9.08%	Q2 2018	Q3 2018	2
Cypress Point Wealth Management, LLC	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
Brainard Capital Management LLC	2	2	0.21%	0.21%	0.21%	Q4 2022	Q1 2023	2
Rooted Wealth Advisors, Inc.	2	2	0.16%	0.17%	0.18%	Q4 2022	Q1 2023	2
Auour Investments LLC	2	2	3.86%	3.97%	4.08%	Q2 2023	Q3 2023	2
Kozak & Associates, Inc.	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Chessman Wealth Strategies RIA	1	1	0.00%	1.20%	2.40%	Q4 2017	Q3 2018	2
INTEGRATED WEALTH COUNSEL, LLC	2	2	0.06%	0.06%	0.06%	Q3 2016	Q4 2016	2
MURPHY CAPITAL MANAGEMENT INC	1	1	0.03%	0.04%	0.05%	Q3 2018	Q4 2019	2
Noven Financial Group, Inc.	2	2	0.14%	0.14%	0.14%	Q1 2017	Q2 2017	2
MONEYWISE, INC.	2	2	0.19%	0.21%	0.24%	Q2 2019	Q3 2019	2
High Net Worth Advisory Group LLC	2	2	0.01%	0.02%	0.04%	Q3 2022	Q4 2022	2
Avalon Trust Co	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
Kraft, Davis & Associates, LLC	2	2	2.70%	2.71%	2.72%	Q2 2023	Q3 2023	2
Bellecapital International Ltd.	2	2	0.12%	0.12%	0.12%	Q2 2023	Q3 2023	2
Choice Wealth Advisors, LLC	1	1	0.33%	0.33%	0.33%	Q2 2022	Q2 2022	1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1	1	0.11%	0.11%	0.11%	Q1 2023	Q1 2023	1
CHICAGO EQUITY PARTNERS LLC	1	1	0.03%	0.03%	0.03%	Q2 2015	Q2 2015	1
STABLEFORD CAPITAL II LLC	1	1	6.24%	6.24%	6.24%	Q1 2023	Q1 2023	1
Madison Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Darrow Company, Inc.	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
BANQUE PICTET & CIE SA	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Octavia Wealth Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
MOSELEY INVESTMENT MANAGEMENT INC	1	1	0.26%	0.26%	0.26%	Q4 2019	Q4 2019	1
AXS Investments LLC	1	1	3.19%	3.19%	3.19%	Q3 2021	Q3 2021	1
Mariner Wealth Advisors-NYC, LLC	1	1	7.88%	7.88%	7.88%	Q1 2015	Q1 2015	1
Greenwich Wealth Management LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
4Thought Financial Group Inc.	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Hamilton Capital, LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
CONFLUENCE INVESTMENT MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Oak Harvest Investment Services	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
ROSENBLUM SILVERMAN SUTTON S F INC /CA	1	1	0.10%	0.10%	0.10%	Q1 2020	Q1 2020	1
COOK WEALTH MANAGEMENT GROUP LLC	1	1	0.58%	0.58%	0.58%	Q3 2023	Q3 2023	1
Prostatis Group LLC	1	1	0.04%	0.04%	0.04%	Q2 2023	Q2 2023	1
RUSHMORE INVESTMENT ADVISORS, INC.	1	1	0.17%	0.17%	0.17%	Q2 2013	Q2 2013	1
Pegasus Partners Ltd.	1	1	0.07%	0.07%	0.07%	Q4 2020	Q4 2020	1
Cox Capital Mgt LLC	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
LifePro Asset Management	1	1	0.64%	0.64%	0.64%	Q3 2023	Q3 2023	1
Hemington Wealth Management	1	1	0.24%	0.24%	0.24%	Q2 2022	Q2 2022	1
GENWORTH FINANCIAL INC	1	1	0.29%	0.29%	0.29%	Q2 2013	Q2 2013	1
Bluefin Trading, LLC	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
Summit Place Financial Advisors, LLC	1	1	0.17%	0.17%	0.17%	Q2 2021	Q2 2021	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.48%	0.48%	0.48%	Q4 2018	Q4 2018	1
Gallagher Benefit Services, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Ipswich Investment Management Co., Inc.	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
Gibson Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Turim 21 Investimentos Ltda.	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
BluePath Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Carroll Investors, Inc	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
NEXT Financial Holdings	1	1	0.22%	0.22%	0.22%	Q1 2019	Q1 2019	1
McLean Asset Management Corp	1	1	0.29%	0.29%	0.29%	Q4 2020	Q4 2020	1
Financial Futures Ltd Liability Co.	1	1	0.21%	0.21%	0.21%	Q4 2021	Q4 2021	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	0.85%	0.85%	0.85%	Q3 2021	Q3 2021	1
Concorde Financial Corp	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Sciencast Management LP	1	1	0.27%	0.27%	0.27%	Q3 2017	Q3 2017	1
Stuart Chaussee & Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Vident Advisory, LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.08%	0.08%	0.08%	Q3 2020	Q3 2020	1
Renasant Bank	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
CORRADO ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Axiom Investment Management LLC	1	1	0.18%	0.18%	0.18%	Q1 2019	Q1 2019	1
CHIRON CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
J. L. Bainbridge & Co., Inc.	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
CMH Wealth Management LLC	1	1	0.20%	0.20%	0.20%	Q1 2022	Q1 2022	1
Main Street Research LLC	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 2023	1
CHARLES STEWART MOTT FOUNDATION	1	1	76.75%	76.75%	76.75%	Q4 2015	Q4 2015	1
BRANDES INVESTMENT PARTNERS, LP	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Aspire Wealth Management Corp	1	1	0.54%	0.54%	0.54%	Q3 2023	Q3 2023	1
Carter Financial Group, INC.	1	1	0.41%	0.41%	0.41%	Q1 2022	Q1 2022	1
Bull Oak Capital, LLC	1	1	0.22%	0.22%	0.22%	Q1 2022	Q1 2022	1
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Brevan Howard Capital Management LP	1	1	0.42%	0.42%	0.42%	Q4 2022	Q4 2022	1
Permit Capital Advisors, LLC	1	1	0.91%	0.91%	0.91%	Q1 2022	Q1 2022	1
Narwhal Capital Management	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Darwin Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
Ledge Wealth Management, Inc.	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
Madden Advisory Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
One Charles Private Wealth Services, LLC	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
STIFEL NICOLAUS & CO INC \MO\	1	1	0.02%	0.02%	0.02%	Q3 2013	Q3 2013	1
EWG Elevate Inc.	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
Sunflower Bank, N.A.	1	1	0.27%	0.27%	0.27%	Q2 2020	Q2 2020	1
Retirement Planning Co of New England, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
Johanson Financial Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Oliver Luxxe Assets LLC	1	1	0.08%	0.08%	0.08%	Q2 2022	Q2 2022	1
JACKSON SQUARE CAPITAL, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Sanford Advisory Services, LLC	1	1	0.61%	0.61%	0.61%	Q4 2022	Q4 2022	1
Wallace Advisory Group, LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Chicago Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Winthrop Advisory Group LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
KDI CAPITAL PARTNERS LLC	1	1	0.21%	0.21%	0.21%	Q4 2020	Q4 2020	1
Highland Financial Advisors, LLC	1	1	0.30%	0.30%	0.30%	Q2 2022	Q2 2022	1
Plan Group Financial, LLC	1	1	3.29%	3.29%	3.29%	Q2 2022	Q2 2022	1
Fulcrum Equity Management	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
First National Advisers, LLC	1	1	0.38%	0.38%	0.38%	Q3 2023	Q3 2023	1
Florence Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Inspire Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
ACUTE INVESTMENT ADVISORY, LLC	1	1	0.41%	0.41%	0.41%	Q4 2022	Q4 2022	1
Wedgewood Partners	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
Second Half Financial Partners, LLC	1	1	0.20%	0.20%	0.20%	Q2 2023	Q2 2023	1
HOWARD WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
GEODE CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Axim Planning & Wealth	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Hibernia Wealth Partners, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Signet Investment Advisory Group, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Clarfeld Financial Advisors, LLC	1	1	0.41%	0.41%	0.41%	Q4 2018	Q4 2018	1
IMA Wealth, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
Trust CO of the Ozarks	1	1	1.96%	1.96%	1.96%	Q2 2013	Q2 2013	1
PACIFIC SUN FINANCIAL CORP	1	1	3.10%	3.10%	3.10%	Q4 2017	Q4 2017	1
STAPP WEALTH MANAGEMENT, PLLC	1	1	0.10%	0.10%	0.10%	Q3 2022	Q3 2022	1
Blume Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
NORTHSTAR ASSET MANAGEMENT LLC	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
Cascadia Advisory Services, LLC	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
Covenant Asset Management, LLC	1	1	0.47%	0.47%	0.47%	Q4 2016	Q4 2016	1
Align Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
FIDELITY D & D BANCORP INC	1	1	0.90%	0.90%	0.90%	Q3 2023	Q3 2023	1
Investors Financial Group, LLC	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
Kingdom Financial Group LLC.	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Trifecta Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
NatWest Group plc	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
TLW Wealth Management, LLC	1	1	1.87%	1.87%	1.87%	Q4 2018	Q4 2018	1
XML Financial, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Cassaday & Co Wealth Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
AURORA FINANCIAL ADVISORS, LLC	1	1	1.37%	1.37%	1.37%	Q4 2017	Q4 2017	1
Pinnacle Wealth Advisors	1	1	1.54%	1.54%	1.54%	Q2 2021	Q2 2021	1
WealthBridge Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Wagner Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Syntegra Private Wealth Group, LLC	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Ferguson Shapiro LLC	1	1	6.51%	6.51%	6.51%	Q2 2022	Q2 2022	1
Matthew Goff Investment Advisor, LLC	1	1	0.53%	0.53%	0.53%	Q2 2018	Q2 2018	1
LGT Financial Advisors LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
TFB Advisors LLC	1	1	0.14%	0.14%	0.14%	Q2 2023	Q2 2023	1
Financial Partners Group, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
GFS Private Wealth, LLC	1	1	0.26%	0.26%	0.26%	Q4 2017	Q4 2017	1
ALTERNA WEALTH MANAGEMENT, INC	1	1	0.04%	0.04%	0.04%	Q4 2018	Q4 2018	1
Clifford Group, LLC	1	1	1.35%	1.35%	1.35%	Q4 2022	Q4 2022	1
Tanglewood Legacy Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Silicon Hills Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
FISHMAN JAY A LTD/MI	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
MOGY JOEL R INVESTMENT COUNSEL INC	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
Authentikos Wealth Advisory, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
American Financial Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
STRATEGIC WEALTH MANAGEMENT INC	1	1	15.80%	15.80%	15.80%	Q1 2016	Q1 2016	1
Peak Capital Management LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
McCarthy Grittinger Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Knuff & Co LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Acorn Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
BHK Investment Advisors, LLC	1	1	0.52%	0.52%	0.52%	Q4 2017	Q4 2017	1
WEALTH ADVISORS, INC.	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Brickley Wealth Management	1	1	0.12%	0.12%	0.12%	Q1 2020	Q1 2020	1
Engrave Wealth Partners LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Key Bridge Compliance, LLC	1	1	0.41%	0.41%	0.41%	Q3 2023	Q3 2023	1
Carlsbad Wealth Advisory Group, Inc.	1	1	9.77%	9.77%	9.77%	Q2 2023	Q2 2023	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Atwater Malick LLC	1	1	0.13%	0.13%	0.13%	Q3 2019	Q3 2019	1
Filbrandt Wealth Management, LLC	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
Prosperity Financial Group, Inc.	1	1	0.19%	0.19%	0.19%	Q2 2023	Q2 2023	1
Strategic Advocates LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
Prosperity Wealth Management, Inc.	1	1	0.18%	0.18%	0.18%	Q1 2023	Q1 2023	1
Ramirez Asset Management, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
VISTA CAPITAL PARTNERS, INC.	1	1	0.08%	0.08%	0.08%	Q4 2018	Q4 2018	1
American Institute for Advanced Investment Management, LLP	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
Consolidated Planning Corp	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
Equita Financial Network, Inc.	1	1	10.92%	10.92%	10.92%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	3.72%	3.72%	3.72%	Q3 2023	Q3 2023	1
Family Capital Trust Co	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
Arlington Trust Co LLC	1	1	3.41%	3.41%	3.41%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	2.69%	2.69%	2.69%	Q3 2023	Q3 2023	1
BIEGEL & WALLER LLC	1	1	0.51%	0.51%	0.51%	Q2 2017	Q2 2017	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.90%	0.90%	0.90%	Q3 2023	Q3 2023	1
SYON CAPITAL LLC	1	1	0.46%	0.46%	0.46%	Q3 2023	Q3 2023	1
WealthTrust Axiom LLC	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
Sutton Wealth Advisors Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
United Community Bank	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Legacy Wealth Management, Inc	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
First Long Island Investors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Austin Wealth Management, LLC	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
Osborn Williams & Donohoe LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
KHP Capital, LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	3.35%	3.35%	3.35%	Q1 2015	Q1 2015	1
Rather & Kittrell, Inc.	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
Hefren-Tillotson, Inc.	1	1	15.64%	15.64%	15.64%	Q4 2015	Q4 2015	1
Kelman-Lazarov, Inc.	1	1	0.11%	0.11%	0.11%	Q1 2018	Q1 2018	1
HERON FINANCIAL GROUP, LLC	1	1	0.12%	0.12%	0.12%	Q1 2022	Q1 2022	1
PACIFIC CAPITAL WEALTH ADVISORS, INC	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
Stevens First Principles Investment Advisors	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
Perimeter Capital Partners, LLC	1	1	23.15%	23.15%	23.15%	Q3 2014	Q3 2014	1
SONATA CAPITAL GROUP INC	1	1	0.18%	0.18%	0.18%	Q1 2018	Q1 2018	1
DERBY & COMPANY, INC	1	1	0.62%	0.62%	0.62%	Q4 2019	Q4 2019	1
CARDEROCK CAPITAL MANAGEMENT INC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Reby Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
BLACKROCK ADVISORS LLC	1	1	0.02%	0.02%	0.02%	Q3 2015	Q3 2015	1
FIRST AMERICAN TRUST, FSB	1	1	0.05%	0.05%	0.05%	Q1 2018	Q1 2018	1
AQR Arbitrage LLC	1	1	0.39%	0.39%	0.39%	Q4 2020	Q4 2020	1
Telemus Investment Management, LLC	1	1	0.11%	0.11%	0.11%	Q2 2013	Q2 2013	1
Regent Peak Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Capital Wealth Alliance, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
ADVISOR PARTNERS LLC	1	1	0.08%	0.08%	0.08%	Q2 2022	Q2 2022	1
CAPITAL ONE, NATIONAL ASSOCIATION	1	1	0.50%	0.50%	0.50%	Q4 2019	Q4 2019	1
Tradeworx Inc.	1	1	0.85%	0.85%	0.85%	Q3 2014	Q3 2014	1
MOULTON WEALTH MANAGEMENT, INC	1	1	2.58%	2.58%	2.58%	Q4 2019	Q4 2019	1
CTC Alternative Strategies, Ltd.	1	1	1.07%	1.07%	1.07%	Q2 2023	Q2 2023	1
Refined Wealth Management	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
PUBLIC SECTOR PENSION INVESTMENT BOARD	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
Grandeur Peak Global Advisors, LLC	1	1	3.69%	3.69%	3.69%	Q2 2013	Q2 2013	1
PNC Managed Account Solutions, Inc.	1	1	0.38%	0.38%	0.38%	Q2 2021	Q2 2021	1
ALTFEST L J & CO INC	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
Hochman Cole Investment Advisors, Inc.	1	1	0.17%	0.17%	0.17%	Q1 2020	Q1 2020	1
OGOREK ANTHONY JOSEPH /NY/ /ADV	1	1	12.51%	12.51%	12.51%	Q4 2014	Q4 2014	1
VIVID FINANCIAL MANAGEMENT, INC.	1	1	1.14%	1.14%	1.14%	Q1 2020	Q1 2020	1
Selway Asset Management	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
MARCO INVESTMENT MANAGEMENT LLC	1	1	0.42%	0.42%	0.42%	Q3 2017	Q3 2017	1
Houlihan Financial Resource Group, Ltd.	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Copperwynd Financial, LLC	1	1	0.20%	0.20%	0.20%	Q4 2017	Q4 2017	1
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
CS MCKEE LP	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
Sather Financial Group Inc	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
NORTHWESTERN MUTUAL LIFE INSURANCE CO	1	1	12.76%	12.76%	12.76%	Q3 2013	Q3 2013	1
Financial Management Professionals, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
HANCOCK WHITNEY CORP	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
CAMDEN NATIONAL CORP	1	1	1.13%	1.13%	1.13%	Q1 2021	Q1 2021	1
AFFINIA FINANCIAL GROUP, LLC	1	1	0.24%	0.24%	0.24%	Q2 2022	Q2 2022	1
Spectrum Financial Alliance Ltd LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
RGT Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Court Place Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q4 2016	Q4 2016	1
TODD ASSET MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	1.90%	1.90%	1.90%	Q1 2017	Q1 2017	1
SIT INVESTMENT ASSOCIATES INC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Clearwater Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
WoodTrust Financial Corp	1	1	0.05%	0.05%	0.05%	Q1 2023	Q1 2023	1
Measured Wealth Private Client Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Legacy Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Shamrock Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
NBC SECURITIES, INC.	1	1	0.49%	0.49%	0.49%	Q3 2023	Q3 2023	1
Carnick & Kubik, LLC	1	1	0.44%	0.44%	0.44%	Q1 2016	Q1 2016	1
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
CWS Financial Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
Accuvest Global Advisors	1	1	0.16%	0.16%	0.16%	Q3 2022	Q3 2022	1
Sterling Global Strategies LLC	1	1	0.17%	0.17%	0.17%	Q4 2018	Q4 2018	1
WASATCH ADVISORS LP	1	1	0.10%	0.10%	0.10%	Q4 2014	Q4 2014	1
Capital Research Global Investors	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
KNIGHT CAPITAL GROUP LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Hoxton Financial, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
WILLIAMS JONES & ASSOCIATES LLC	1	1	0.02%	0.02%	0.02%	Q3 2016	Q3 2016	1
Capital World Investors	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
COUNTRY CLUB BANK /GFN	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
WHV Investments, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2015	Q4 2015	1
Vantage Financial Partners Ltd., Inc.	1	1	0.17%	0.17%	0.17%	Q4 2022	Q4 2022	1
WHITENER CAPITAL MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Rollins Financial	1	1	0.14%	0.14%	0.14%	Q4 2021	Q4 2021	1
Dana Investment Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Select Asset Management & Trust	1	1	0.18%	0.18%	0.18%	Q4 2020	Q4 2020	1
WCG Wealth Advisors LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Anfield Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
SCHNIEDERS CAPITAL MANAGEMENT LLC	1	1	0.17%	0.17%	0.17%	Q2 2019	Q2 2019	1
AlphaMark Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Benedetti & Gucer, Inc.	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Rathbones Group PLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Pictet North America Advisors SA	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
Torch Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Belmont Global Advisors, Inc.	1	1	1.32%	1.32%	1.32%	Q2 2015	Q2 2015	1
Confluence Wealth Management LLC	1	1	0.36%	0.36%	0.36%	Q2 2014	Q2 2014	1
Leith Wheeler Investment Counsel Ltd.	1	1	0.33%	0.33%	0.33%	Q1 2016	Q1 2016	1
Hugh Johnson Advisors LLC	1	1	2.62%	2.62%	2.62%	Q2 2013	Q2 2013	1
INSIGHT 2811, INC.	1	1	0.38%	0.38%	0.38%	Q3 2023	Q3 2023	1
EFG Asset Management (Americas) Corp.	1	1	0.06%	0.06%	0.06%	Q1 2014	Q1 2014	1
Twin Lakes Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
PATTEN & PATTEN INC/TN	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Cohen Capital Management, Inc.	1	1	0.03%	0.03%	0.03%	Q1 2017	Q1 2017	1
Keystone Wealth Services, LLC	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
Fund Evaluation Group, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
VAN ECK ASSOCIATES CORP	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Safeguard Investment Advisory Group, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Lighthouse Financial Advisors, Inc.	1	1	0.18%	0.18%	0.18%	Q4 2019	Q4 2019	1
Indiana Trust & Investment Management CO	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
EXANE DERIVATIVES	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Moreno Evelyn V	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
Wilmington Funds Management Corp	1	1	1.71%	1.71%	1.71%	Q2 2013	Q2 2013	1
DIMENSION CAPITAL MANAGEMENT LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
CORDA Investment Management, LLC.	1	1	0.16%	0.16%	0.16%	Q1 2017	Q1 2017	1
CAXTON ASSOCIATES LP	1	1	0.11%	0.11%	0.11%	Q4 2022	Q4 2022	1
Oxler Private Wealth LLC	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
Connor, Clark & Lunn Investment Management Ltd.	1	1	0.02%	0.02%	0.02%	Q2 2014	Q2 2014	1
COREPATH WEALTH PARTNERS LLC	1	1	0.19%	0.19%	0.19%	Q2 2023	Q2 2023	1
HARVEST GROUP WEALTH MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
MARSHALL WACE, LLP	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
EA Series Trust	1	1	0.11%	0.11%	0.11%	Q2 2023	Q2 2023	1
Family Management Corp	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Simply Money Advisors	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Wright Fund Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
Greystone Financial Group, LLC	1	1	0.66%	0.66%	0.66%	Q3 2023	Q3 2023	1
SOLARIS ASSET MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Team Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Oder Investment Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Schubert & Co	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
TOCQUEVILLE ASSET MANAGEMENT L.P.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Pettinga Financial Advisors LLC	1	1	0.15%	0.15%	0.15%	Q4 2018	Q4 2018	1
Shilanski & Associates, Inc.	1	1	1.41%	1.41%	1.41%	Q3 2022	Q3 2022	1
Neumann Capital Management, LLC	1	1	1.66%	1.66%	1.66%	Q3 2022	Q3 2022	1
Carmel Capital Partners, LLC	1	1	0.32%	0.32%	0.32%	Q3 2023	Q3 2023	1
Platte River Wealth Advisors, LLC	1	1	1.71%	1.71%	1.71%	Q4 2019	Q4 2019	1
WAYCROSS PARTNERS, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Broderick Brian C	1	1	0.10%	0.10%	0.10%	Q3 2014	Q3 2014	1
DHJJ Financial Advisors, Ltd.	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Masso Torrence Wealth Management Inc.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
JACOBSON & SCHMITT ADVISORS, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Dougherty Wealth Advisers LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Centric Wealth Management	1	1	0.24%	0.24%	0.24%	Q1 2021	Q1 2021	1
DOPKINS WEALTH MANAGEMENT, LLC	1	1	0.21%	0.21%	0.21%	Q4 2022	Q4 2022	1
Yorktown Management & Research Co Inc	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
CFO4Life, L.P.	1	1	0.16%	0.16%	0.16%	Q4 2022	Q4 2022	1
Allegheny Financial Group LTD	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
Ruggie Capital Group	1	1	0.08%	0.08%	0.08%	Q4 2018	Q4 2018	1
Curran Financial Partners, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
INNEALTA CAPITAL, LLC	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Wealthquest Corp	1	1	0.21%	0.21%	0.21%	Q4 2014	Q4 2014	1
SteelPeak Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
TIEDEMANN TRUST CO	1	1	0.54%	0.54%	0.54%	Q2 2015	Q2 2015	1
Mader & Shannon Wealth Management, Inc.	1	1	0.45%	0.45%	0.45%	Q3 2018	Q3 2018	1
Hedges Asset Management LLC	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
Keel Point Advisors, LLC	1	1	3.98%	3.98%	3.98%	Q4 2014	Q4 2014	1
Maven Securities LTD	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Widmann Financial Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Cypress Capital Management LLC (WY)	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Altus Wealth Group LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Integris Wealth Management, LLC	1	1	6.13%	6.13%	6.13%	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 TAX MANAGED INTL FD or have owned VANGUARD TAX MANAGED INTL FD in the past.