• VYM shareholders
• Shareholder history

Current and past VANGUARD WHITEHALL FDS shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	118
Cutler Group LLC / CA	32	32	0.00%	0.01%	0.10%	Q4 2015	Q3 2023	76
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.05%	0.16%	Q2 2013	Q3 2023	62
Citadel Advisors	16	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	51
Walleye Trading LLC	10	1	0.00%	0.01%	0.08%	Q2 2014	Q3 2023	50
UBS Group AG	36	36	0.00%	0.07%	0.13%	Q4 2014	Q3 2023	49
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.02%	0.07%	Q1 2012	Q3 2023	46
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.30%	1.13%	Q2 2013	Q3 2023	45
JANE STREET GROUP, LLC	24	1	0.00%	0.01%	0.07%	Q3 2014	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	3.32%	5.50%	6.37%	Q4 2012	Q3 2023	44
Daiwa Securities Group Inc.	41	41	0.00%	0.00%	0.02%	Q3 2013	Q3 2023	44
Capital Analysts, LLC	44	44	0.13%	0.29%	0.78%	Q4 2012	Q3 2023	44
CITIGROUP INC	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	43
COMMERCE BANK	43	43	0.04%	0.06%	0.16%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	1.29%	1.70%	2.56%	Q4 2012	Q2 2023	43
Goldstein Munger & Associates	43	43	2.05%	4.47%	9.62%	Q1 2012	Q3 2022	43
WOLVERINE TRADING, LLC	6	2	0.00%	0.00%	0.01%	Q3 2016	Q3 2023	43
Plante Moran Financial Advisors, LLC	42	42	0.03%	0.10%	0.28%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.00%	0.04%	0.10%	Q2 2013	Q4 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.04%	0.07%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.04%	0.11%	0.35%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.33%	0.48%	0.95%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.23%	0.39%	0.60%	Q2 2013	Q3 2023	42
First Heartland Consultants, Inc.	42	42	0.01%	0.52%	1.16%	Q2 2013	Q3 2023	42
FIRST NATIONAL TRUST CO	42	42	0.17%	0.48%	0.82%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.05%	0.09%	0.13%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.21%	0.40%	1.11%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.02%	0.04%	0.05%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.01%	0.41%	1.24%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.28%	0.52%	1.09%	Q2 2013	Q3 2023	42
GOULD ASSET MANAGEMENT LLC /CA/	42	42	0.24%	0.42%	0.65%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.01%	0.02%	0.02%	Q2 2013	Q3 2023	42
Roundview Capital LLC	42	42	0.13%	0.37%	0.67%	Q2 2013	Q3 2023	42
UNITED SERVICES AUTOMOBILE ASSOCIATION	42	42	0.04%	2.20%	15.60%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.04%	0.13%	0.22%	Q2 2013	Q3 2023	42
CHATHAM CAPITAL GROUP, INC.	42	42	0.11%	0.20%	0.61%	Q2 2013	Q3 2023	42
Twele Capital Management, Inc.	42	42	0.34%	2.97%	5.37%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.01%	0.11%	0.23%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.01%	0.14%	0.43%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	1.04%	2.08%	3.02%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	0.05%	0.72%	1.41%	Q2 2013	Q3 2023	42
DF DENT & CO INC	42	42	0.01%	0.02%	0.12%	Q2 2013	Q3 2023	42
Opus Capital Group, LLC	42	42	0.40%	5.91%	15.95%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	42
M&T BANK CORP	42	42	0.07%	0.15%	0.49%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.05%	0.14%	0.26%	Q2 2013	Q3 2023	42
WOODMONT INVESTMENT COUNSEL LLC	42	42	0.89%	2.14%	3.58%	Q2 2013	Q3 2023	42
Scott & Selber, Inc.	42	42	0.16%	0.39%	0.87%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.01%	0.09%	0.27%	Q2 2013	Q3 2023	42
Parkside Financial Bank & Trust	42	42	0.22%	0.64%	1.12%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
CAMBRIDGE TRUST CO	42	42	0.01%	0.11%	1.46%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	1.27%	3.06%	4.98%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	0.08%	0.30%	0.78%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.11%	0.29%	0.45%	Q2 2013	Q3 2023	42
WASHINGTON TRUST Co	42	42	0.47%	0.74%	1.22%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.00%	0.46%	0.95%	Q2 2013	Q3 2023	42
MOGY JOEL R INVESTMENT COUNSEL INC	42	42	0.06%	0.10%	0.14%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.06%	0.34%	1.59%	Q2 2013	Q3 2023	42
TWIN FOCUS CAPITAL PARTNERS, LLC	42	42	0.06%	0.23%	0.66%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.02%	0.16%	0.36%	Q2 2013	Q3 2023	42
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	42	42	0.16%	0.34%	0.68%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	42	42	0.08%	0.38%	0.78%	Q2 2013	Q3 2023	42
CONDOR CAPITAL MANAGEMENT	42	42	0.07%	0.23%	5.23%	Q2 2013	Q3 2023	42
HOWE & RUSLING INC	42	42	0.06%	0.38%	2.38%	Q2 2013	Q3 2023	42
NOVARE CAPITAL MANAGEMENT LLC	42	42	0.12%	0.21%	0.39%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.01%	0.03%	0.07%	Q2 2013	Q3 2023	42
ROCKLAND TRUST CO	42	42	0.04%	0.10%	0.25%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK SIOUX FALLS	42	42	0.43%	1.36%	2.15%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.72%	2.31%	3.43%	Q2 2013	Q3 2023	42
MERIDIAN MANAGEMENT CO	42	42	0.14%	0.19%	0.25%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.19%	0.29%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.12%	0.81%	2.24%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.04%	0.47%	0.73%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.06%	0.16%	Q2 2013	Q3 2023	42
SCOTIA CAPITAL INC.	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
Baker Ellis Asset Management LLC	42	42	2.97%	4.48%	5.46%	Q2 2013	Q3 2023	42
First Horizon Advisors, Inc.	41	1	0.11%	0.95%	1.73%	Q1 2012	Q3 2023	42
LEAVELL INVESTMENT MANAGEMENT, INC.	41	1	0.04%	0.10%	0.28%	Q2 2010	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.26%	0.41%	0.54%	Q2 2013	Q3 2023	42
Telos Capital Management, Inc.	42	42	0.66%	1.02%	1.64%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
HANCOCK WHITNEY CORP	42	42	0.04%	0.21%	0.54%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.14%	0.37%	0.69%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.08%	0.16%	0.32%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	42
Vantage Investment Partners, LLC	42	42	0.07%	0.36%	1.37%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	21	21	0.49%	0.81%	1.15%	Q1 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.06%	0.35%	0.61%	Q2 2013	Q3 2023	42
ASSETMARK, INC	41	41	0.00%	0.24%	0.58%	Q3 2013	Q3 2023	41
Ancora Advisors LLC	41	41	0.04%	0.05%	0.10%	Q3 2013	Q3 2023	41
HM PAYSON & CO	22	19	0.03%	0.20%	0.66%	Q2 2013	Q3 2023	41
Wharton Business Group, LLC	33	8	0.38%	1.85%	4.22%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	1.86%	5.79%	11.00%	Q3 2013	Q3 2023	41
FLPUTNAM INVESTMENT MANAGEMENT CO	25	16	0.02%	0.07%	0.20%	Q2 2013	Q3 2023	41
Prospera Financial Services Inc	23	18	0.02%	0.16%	0.33%	Q2 2013	Q3 2023	41
Atria Investments, Inc	27	14	0.07%	1.02%	2.92%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.14%	0.56%	1.50%	Q3 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.04%	0.14%	0.38%	Q2 2013	Q3 2023	41
DUMONT & BLAKE INVESTMENT ADVISORS LLC	41	41	1.15%	1.41%	1.84%	Q3 2013	Q3 2023	41
Sandy Spring Bank	38	3	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	2.14%	4.40%	6.76%	Q2 2013	Q2 2023	41
BAILARD, INC.	31	10	0.02%	0.07%	0.17%	Q2 2013	Q3 2023	41
Chevy Chase Trust Holdings, LLC	41	41	0.01%	0.03%	0.10%	Q3 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.09%	0.29%	Q2 2013	Q3 2023	41
HighTower Advisors, LLC	30	11	0.03%	0.12%	0.22%	Q2 2013	Q3 2023	41
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	40	40	2.87%	4.09%	4.81%	Q4 2013	Q3 2023	40
Highlander Capital Management, LLC	39	1	0.01%	0.18%	0.29%	Q2 2013	Q3 2023	40
Ledyard National Bank	36	4	0.01%	0.81%	2.13%	Q3 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	0.07%	0.23%	0.35%	Q4 2013	Q3 2023	40
Northeast Financial Consultants Inc	40	40	0.28%	4.16%	10.10%	Q4 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	28	12	0.04%	0.14%	0.31%	Q2 2013	Q3 2023	40
Haverford Trust Co	40	40	0.02%	0.03%	0.06%	Q4 2013	Q3 2023	40
TCI Wealth Advisors, Inc.	40	40	0.02%	0.04%	0.08%	Q4 2013	Q3 2023	40
SYNOVUS FINANCIAL CORP	40	40	0.00%	0.05%	0.09%	Q4 2013	Q3 2023	40
Richard C. Young & CO., LTD.	40	40	0.34%	0.42%	0.52%	Q4 2013	Q3 2023	40
ROCKY MOUNTAIN ADVISERS, LLC	40	40	0.05%	0.81%	1.43%	Q4 2013	Q3 2023	40
Financial Planning & Information Services, Inc.	40	40	3.49%	4.49%	5.83%	Q4 2013	Q3 2023	40
Gradient Investments LLC	24	7	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	40
Keystone Financial Planning, Inc.	40	40	0.90%	3.12%	4.90%	Q4 2013	Q3 2023	40
GW HENSSLER & ASSOCIATES LTD	40	40	0.04%	0.17%	0.30%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.11%	0.30%	0.42%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.39%	0.68%	1.23%	Q4 2013	Q3 2023	40
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	39	39	0.31%	0.79%	5.39%	Q1 2014	Q3 2023	39
KING LUTHER CAPITAL MANAGEMENT CORP	39	39	0.00%	0.01%	0.06%	Q1 2014	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.02%	0.05%	0.15%	Q2 2013	Q4 2022	39
North Star Investment Management Corp.	39	39	0.02%	0.06%	0.12%	Q1 2014	Q3 2023	39
Regal Investment Advisors LLC	27	1	0.06%	0.48%	1.61%	Q2 2013	Q3 2023	39
Sabal Trust CO	39	39	1.76%	2.06%	2.80%	Q1 2014	Q3 2023	39
Annex Advisory Services, LLC	25	1	0.02%	0.89%	6.51%	Q2 2013	Q2 2023	39
BEACON FINANCIAL GROUP	39	39	0.88%	2.22%	4.67%	Q1 2014	Q3 2023	39
Avior Wealth Management, LLC	39	39	0.03%	0.97%	2.01%	Q1 2014	Q3 2023	39
TORONTO DOMINION BANK	25	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	39
B. Riley Wealth Advisors, Inc.	39	39	0.03%	0.14%	0.27%	Q1 2014	Q3 2023	39
MARK SHEPTOFF FINANCIAL PLANNING, LLC	39	39	0.01%	0.15%	0.37%	Q1 2014	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.02%	0.16%	0.26%	Q1 2014	Q3 2023	39
Busey Bank	39	39	0.07%	0.14%	0.30%	Q1 2014	Q3 2023	39
Lumina Fund Management LLC	38	38	0.20%	0.89%	1.96%	Q2 2014	Q3 2023	38
Mathes Company, Inc.	34	2	0.17%	0.25%	0.30%	Q4 2013	Q3 2023	38
Alaska Permanent Capital Management	26	5	0.05%	0.23%	0.48%	Q2 2013	Q3 2023	38
DONALDSON CAPITAL MANAGEMENT, LLC	38	38	0.06%	0.14%	0.31%	Q2 2014	Q3 2023	38
FIDUCIARY TRUST CO	38	38	0.03%	0.16%	0.35%	Q2 2014	Q3 2023	38
VANGUARD GROUP INC	35	3	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	38
MUFG Americas Holdings Corp	38	38	0.00%	0.17%	0.60%	Q2 2013	Q3 2022	38
Allworth Financial LP	38	38	0.20%	2.63%	10.37%	Q2 2014	Q3 2023	38
Ballentine Partners, LLC	23	3	0.01%	0.05%	0.11%	Q2 2013	Q3 2023	38
Ironsides Asset Advisors, LLC	38	38	0.68%	3.75%	7.38%	Q2 2014	Q3 2023	38
CHOREO, LLC	38	38	0.01%	0.07%	0.13%	Q2 2014	Q3 2023	38
Ashfield Capital Partners, LLC	38	38	0.04%	0.80%	1.34%	Q2 2013	Q3 2022	38
BURNS J W & CO INC/NY	38	38	0.17%	0.33%	0.72%	Q2 2014	Q3 2023	38
BENJAMIN F. EDWARDS & COMPANY, INC.	36	2	0.00%	0.04%	0.15%	Q3 2013	Q3 2023	38
Triangle Securities Wealth Management	37	37	0.64%	1.23%	1.68%	Q3 2014	Q3 2023	37
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	1	0.00%	0.02%	0.05%	Q4 2013	Q3 2023	37
CIBC Private Wealth Group, LLC	37	37	0.01%	0.01%	0.02%	Q3 2014	Q3 2023	37
TRUST CO OF VERMONT	37	37	0.00%	0.13%	0.19%	Q3 2014	Q3 2023	37
Baltimore-Washington Financial Advisors, Inc.	37	37	0.02%	0.73%	2.75%	Q3 2014	Q3 2023	37
Dynamic Advisor Solutions LLC	33	4	0.09%	0.26%	1.81%	Q2 2014	Q3 2023	37
MANUFACTURERS LIFE INSURANCE COMPANY, THE	28	1	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	37
Stratos Wealth Partners, LTD.	37	37	0.07%	0.51%	1.00%	Q3 2014	Q3 2023	37
Horizon Investment Services, LLC	37	37	0.14%	0.46%	0.94%	Q3 2014	Q3 2023	37
OLD NATIONAL BANCORP /IN/	36	1	0.07%	0.51%	0.95%	Q2 2013	Q3 2023	37
Main Management LLC	33	3	0.03%	0.18%	1.92%	Q2 2013	Q3 2023	36
Diversified Trust Co	33	3	0.01%	0.03%	0.08%	Q4 2014	Q4 2023	36
UNITED CAPITAL FINANCIAL ADVISORS, LLC	36	36	0.01%	0.04%	0.09%	Q4 2014	Q3 2023	36
BERKSHIRE ASSET MANAGEMENT LLC/PA	36	36	0.02%	0.03%	0.04%	Q4 2014	Q3 2023	36
CAHILL FINANCIAL ADVISORS INC	36	36	0.23%	0.35%	0.47%	Q4 2014	Q3 2023	36
INSPIRION WEALTH ADVISORS, LLC	36	36	5.72%	11.59%	20.64%	Q4 2014	Q3 2023	36
AIMZ Investment Advisors, LLC	36	36	0.44%	0.64%	0.91%	Q4 2014	Q3 2023	36
SIGNATUREFD, LLC	23	1	0.00%	0.03%	0.13%	Q2 2013	Q3 2023	36
Sigma Planning Corp	36	36	0.16%	0.27%	0.44%	Q4 2014	Q3 2023	36
Ameritas Investment Partners, Inc.	36	36	0.00%	0.01%	0.02%	Q4 2014	Q3 2023	36
Pinnacle Wealth Management Advisory Group, LLC	36	36	2.94%	4.01%	5.18%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.07%	0.11%	0.21%	Q4 2014	Q3 2023	36
Covington Investment Advisors Inc.	36	36	0.12%	0.40%	0.75%	Q4 2014	Q3 2023	36
Wealth Architects, LLC	36	36	0.04%	0.12%	0.25%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	3.34%	4.33%	5.66%	Q4 2014	Q3 2023	36
Blue Chip Partners, LLC	36	36	0.11%	0.17%	0.29%	Q4 2014	Q3 2023	36
Roof Eidam Maycock Peralta, LLC	36	36	0.09%	0.14%	0.21%	Q4 2014	Q3 2023	36
Northstar Group, Inc.	36	36	0.44%	0.70%	1.10%	Q4 2014	Q3 2023	36
Dakota Wealth Management	36	36	0.07%	2.19%	5.40%	Q4 2014	Q3 2023	36
OPPENHEIMER & CO INC	33	3	0.01%	0.07%	0.28%	Q2 2013	Q3 2023	36
SEI INVESTMENTS CO	35	35	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	35
EisnerAmper Wealth Management Corporate Benefits, LLC	35	35	0.34%	6.73%	23.70%	Q2 2015	Q4 2023	35
VALLEY NATIONAL ADVISERS INC	34	1	0.21%	0.30%	0.48%	Q4 2014	Q3 2023	35
Fragasso Group Inc.	34	1	0.09%	0.24%	0.50%	Q1 2015	Q4 2023	35
AMERICAN NATIONAL BANK	19	16	0.00%	0.02%	0.05%	Q4 2014	Q3 2023	35
OLD SECOND NATIONAL BANK OF AURORA	21	14	0.02%	0.12%	0.65%	Q4 2014	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	0.06%	0.08%	0.10%	Q2 2013	Q4 2021	35
Johnson Financial Group, Inc.	35	35	0.01%	0.22%	1.43%	Q1 2015	Q3 2023	35
Roble, Belko & Company, Inc	35	35	2.32%	3.42%	4.35%	Q1 2015	Q3 2023	35
Essex Financial Services, Inc.	35	35	0.07%	0.77%	1.73%	Q1 2015	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.00%	0.02%	0.06%	Q2 2013	Q4 2021	35
Capital Advisors, Ltd. LLC	35	35	0.01%	0.06%	0.09%	Q1 2015	Q3 2023	35
COURIER CAPITAL LLC	35	35	0.02%	0.11%	0.18%	Q1 2015	Q3 2023	35
Advisory Services Network, LLC	27	8	0.01%	0.35%	0.70%	Q4 2014	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.49%	0.96%	3.17%	Q4 2014	Q3 2023	35
American Money Management, LLC	26	9	0.07%	0.57%	0.92%	Q4 2013	Q3 2023	35
SOL Capital Management CO	35	35	0.09%	0.17%	0.28%	Q1 2015	Q3 2023	35
KEYBANK NATIONAL ASSOCIATION/OH	32	3	0.00%	0.10%	0.16%	Q4 2014	Q3 2023	35
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	24	11	0.26%	0.46%	0.77%	Q4 2014	Q3 2023	35
Voya Financial Advisors, Inc.	31	3	0.04%	0.43%	1.04%	Q1 2015	Q3 2023	34
Brookstone Capital Management	34	34	0.00%	0.32%	0.74%	Q2 2015	Q3 2023	34
PEAPACK GLADSTONE FINANCIAL CORP	34	34	0.03%	0.16%	0.23%	Q2 2015	Q3 2023	34
Efficient Advisors, LLC	34	34	0.02%	0.08%	0.12%	Q2 2015	Q3 2023	34
GRIMES & COMPANY, INC.	34	34	0.02%	0.06%	0.15%	Q2 2015	Q3 2023	34
STEPHENS INC /AR/	30	4	0.01%	0.11%	0.32%	Q2 2014	Q3 2023	34
Charles Schwab Investment Advisory, Inc.	34	34	0.02%	0.09%	0.25%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.01%	0.08%	0.20%	Q2 2015	Q3 2023	34
HUNTINGTON NATIONAL BANK	26	1	0.00%	0.01%	0.02%	Q3 2011	Q3 2023	33
Greenwich Wealth Management LLC	31	2	0.01%	0.05%	0.11%	Q4 2014	Q3 2023	33
Winch Advisory Services, LLC	31	2	0.02%	0.83%	4.08%	Q1 2014	Q3 2023	33
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	33	33	0.16%	0.30%	0.53%	Q3 2015	Q3 2023	33
Cranbrook Wealth Management, LLC	32	1	0.01%	0.03%	0.04%	Q2 2015	Q3 2023	33
Country Club Trust Company, n.a.	33	33	0.13%	0.66%	1.53%	Q4 2013	Q4 2021	33
EVERMAY WEALTH MANAGEMENT LLC	20	13	0.04%	1.32%	5.73%	Q4 2013	Q3 2023	33
NORTHSTAR INVESTMENT ADVISORS LLC	33	33	0.30%	1.32%	1.89%	Q2 2013	Q2 2021	33
CENTRAL TRUST Co	33	33	0.00%	0.16%	0.74%	Q3 2015	Q3 2023	33
Northside Capital Management, LLC	33	33	3.30%	5.74%	13.60%	Q3 2015	Q3 2023	33
PITTENGER & ANDERSON INC	19	14	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	33
Sequoia Financial Advisors, LLC	23	2	0.02%	0.05%	0.10%	Q1 2015	Q3 2023	33
Moors & Cabot, Inc.	18	15	0.02%	0.04%	0.06%	Q3 2014	Q3 2023	33
ProVise Management Group, LLC	32	32	0.08%	0.29%	0.57%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.14%	0.41%	0.71%	Q4 2015	Q3 2023	32
Berkeley Capital Partners, LLC	32	32	2.41%	6.63%	8.63%	Q4 2015	Q3 2023	32
Cornerstone Advisory, LLC	32	32	3.86%	5.90%	11.00%	Q4 2015	Q3 2023	32
Affiance Financial, LLC	31	1	0.05%	0.39%	0.87%	Q4 2014	Q4 2022	32
Bouchey Financial Group Ltd	32	32	0.12%	4.51%	10.35%	Q4 2015	Q3 2023	32
SALEM INVESTMENT COUNSELORS INC	18	1	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	32
SCHRODER INVESTMENT MANAGEMENT GROUP	25	7	0.00%	0.00%	0.07%	Q1 2015	Q3 2023	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.31%	0.98%	2.27%	Q4 2015	Q3 2023	32
FIRST MANHATTAN CO. LLC.	24	3	0.00%	0.08%	0.17%	Q4 2014	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	0.24%	1.34%	2.80%	Q4 2015	Q3 2023	32
Financial Architects, Inc	26	2	0.03%	1.58%	2.45%	Q1 2015	Q2 2023	32
Anchor Investment Management, LLC	32	32	0.02%	0.06%	0.18%	Q1 2016	Q4 2023	32
Cetera Investment Advisers	32	32	0.18%	0.24%	0.38%	Q4 2015	Q3 2023	32
Sheaff Brock Investment Advisors, LLC	32	32	0.03%	0.06%	0.11%	Q4 2015	Q3 2023	32
WIMMER ASSOCIATES 1, LLC	32	32	0.14%	0.35%	0.54%	Q4 2015	Q3 2023	32
FDx Advisors, Inc.	18	1	0.01%	0.09%	0.76%	Q3 2013	Q1 2023	32
Ausdal Financial Partners, Inc.	32	32	0.13%	0.37%	0.60%	Q4 2015	Q3 2023	32
Stuart Chaussee & Associates, Inc.	32	32	0.07%	11.25%	58.82%	Q4 2015	Q3 2023	32
WEBSTER BANK, N. A.	31	31	0.06%	0.13%	0.24%	Q1 2016	Q3 2023	31
Diversified Portfolios, Inc.	13	7	0.06%	0.18%	0.51%	Q4 2014	Q3 2023	31
Mariner, LLC	31	31	0.08%	0.12%	0.18%	Q1 2016	Q3 2023	31
McNamara Financial Services, Inc.	31	31	0.11%	0.22%	0.52%	Q1 2016	Q3 2023	31
Legacy Private Trust Co.	28	3	0.04%	0.10%	0.20%	Q4 2015	Q3 2023	31
WELLINGTON MANAGEMENT GROUP LLP	31	31	0.00%	0.01%	0.01%	Q1 2016	Q3 2023	31
BALASA DINVERNO & FOLTZ LLC	24	7	0.01%	0.04%	0.06%	Q2 2014	Q1 2022	31
MARCO INVESTMENT MANAGEMENT LLC	31	31	0.06%	0.08%	0.10%	Q1 2016	Q3 2023	31
OARSMAN CAPITAL, INC.	31	31	0.10%	0.65%	1.50%	Q2 2013	Q4 2020	31
IFP Advisors, Inc	17	14	0.14%	0.38%	0.64%	Q4 2015	Q3 2023	31
BARCLAYS PLC	10	2	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.08%	0.13%	0.22%	Q1 2016	Q3 2023	31
PEDDOCK CAPITAL ADVISORS, LLC	18	1	0.02%	0.29%	0.60%	Q4 2014	Q3 2023	31
ACG Wealth	31	31	0.37%	0.65%	1.43%	Q1 2015	Q3 2022	31
HBK Sorce Advisory LLC	31	31	0.05%	0.10%	0.14%	Q1 2016	Q3 2023	31
NEXT Financial Group, Inc	31	31	0.00%	0.15%	0.34%	Q2 2014	Q4 2021	31
BROWN BROTHERS HARRIMAN & CO	27	4	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	31
Modera Wealth Management, LLC	31	31	0.03%	0.17%	0.69%	Q1 2016	Q3 2023	31
COMERICA BANK	28	1	0.00%	0.01%	0.10%	Q3 2013	Q3 2023	31
MV CAPITAL MANAGEMENT, INC.	31	31	0.04%	0.06%	0.10%	Q1 2016	Q3 2023	31
Lido Advisors, LLC	31	31	0.07%	0.17%	0.30%	Q1 2016	Q3 2023	31
Courage Miller Partners, LLC	30	1	0.30%	0.36%	0.46%	Q4 2015	Q3 2023	31
Waldron Private Wealth LLC	31	31	0.07%	1.67%	4.19%	Q1 2016	Q3 2023	31
ETRADE Capital Management LLC	30	30	0.57%	1.12%	2.00%	Q2 2013	Q3 2020	30
HOLLENCREST CAPITAL MANAGEMENT	30	30	0.02%	0.03%	0.04%	Q2 2016	Q3 2023	30
CITY HOLDING CO	18	1	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	30
Snowden Capital Advisors LLC	22	8	0.05%	0.19%	0.40%	Q1 2016	Q3 2023	30
TRUIST FINANCIAL CORP	30	30	0.01%	0.17%	0.56%	Q2 2016	Q3 2023	30
PINNACLE FINANCIAL PARTNERS INC	30	30	0.21%	0.57%	0.95%	Q2 2016	Q3 2023	30
Stearns Financial Services Group	30	30	0.77%	2.26%	2.77%	Q2 2013	Q3 2020	30
Orgel Wealth Management, LLC	19	11	0.02%	0.08%	0.22%	Q4 2015	Q3 2023	30
OPUS INVESTMENT MANAGEMENT INC	30	30	0.45%	3.34%	5.31%	Q2 2016	Q3 2023	30
SUN LIFE FINANCIAL INC	26	4	0.15%	0.88%	4.63%	Q4 2015	Q2 2023	30
Stillwater Capital Advisors, LLC	30	30	0.41%	0.73%	1.24%	Q2 2016	Q3 2023	30
PATHSTONE FAMILY OFFICE, LLC	23	1	0.01%	0.47%	1.98%	Q2 2013	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.08%	0.28%	0.56%	Q2 2013	Q3 2020	30
CWM, LLC	22	8	0.01%	0.04%	0.14%	Q1 2016	Q3 2023	30
Argent Trust Co	13	4	0.01%	0.07%	0.21%	Q4 2015	Q3 2023	30
JFS WEALTH ADVISORS, LLC	30	30	0.35%	1.75%	2.93%	Q2 2016	Q3 2023	30
Betterment LLC	30	30	0.00%	0.01%	0.01%	Q2 2016	Q3 2023	30
Montecito Bank & Trust	30	30	0.11%	0.33%	0.93%	Q3 2016	Q4 2023	30
MISSION WEALTH MANAGEMENT, LP	29	29	0.18%	0.49%	1.26%	Q3 2016	Q3 2023	29
Glenview Trust Co	28	1	0.02%	0.08%	0.12%	Q4 2015	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.01%	0.02%	0.04%	Q3 2013	Q3 2023	29
Kovack Advisors, Inc.	29	29	0.09%	0.18%	0.40%	Q3 2016	Q3 2023	29
Buckingham Capital Management, Inc.	29	29	0.08%	0.67%	1.10%	Q3 2013	Q3 2020	29
SVA Wealth Management, LLC	29	29	0.14%	0.30%	0.85%	Q4 2013	Q4 2020	29
Pointe Capital Management LLC	27	2	0.98%	4.52%	7.29%	Q2 2016	Q3 2023	29
CAPITAL CITY TRUST CO/FL	29	29	0.30%	0.61%	0.77%	Q3 2016	Q3 2023	29
WHALEROCK POINT PARTNERS, LLC	29	29	0.10%	0.19%	0.32%	Q3 2016	Q3 2023	29
CORDA Investment Management, LLC.	29	29	0.24%	0.37%	0.60%	Q3 2016	Q3 2023	29
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	29	29	0.02%	0.05%	0.38%	Q3 2016	Q3 2023	29
Cornerstone Wealth Management, LLC	25	1	0.09%	0.26%	0.51%	Q1 2016	Q3 2023	29
Valmark Advisers, Inc.	29	29	0.01%	0.10%	0.26%	Q3 2016	Q3 2023	29
Asset Dedication, LLC	23	1	0.00%	0.51%	2.36%	Q4 2015	Q3 2023	29
BURKE & HERBERT BANK & TRUST CO	29	29	0.35%	1.03%	2.07%	Q3 2016	Q3 2023	29
MCF Advisors LLC	22	7	0.01%	0.38%	2.40%	Q2 2016	Q3 2023	29
GOFEN & GLOSSBERG LLC /IL/	29	29	0.02%	0.03%	0.04%	Q4 2015	Q4 2022	29
Laurel Wealth Advisors, Inc.	29	29	0.11%	0.23%	0.47%	Q4 2015	Q4 2022	29
BOKF, NA	20	9	0.01%	0.03%	0.05%	Q2 2016	Q3 2023	29
Tower Research Capital LLC (TRC)	16	1	0.00%	0.11%	0.38%	Q2 2013	Q3 2023	29
Mechanics Bank Trust Department	29	29	0.40%	0.60%	0.84%	Q3 2016	Q3 2023	29
Transform Wealth, LLC	25	4	0.08%	0.14%	0.35%	Q2 2016	Q3 2023	29
Horrell Capital Management, Inc.	21	8	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	29
Verity & Verity, LLC	24	4	0.22%	0.45%	1.01%	Q3 2016	Q3 2023	28
AUA CAPITAL MANAGEMENT, LLC	28	28	0.25%	0.40%	0.72%	Q4 2016	Q3 2023	28
Armor Investment Advisors, LLC	28	28	3.93%	6.82%	9.46%	Q4 2016	Q3 2023	28
EXENCIAL WEALTH ADVISORS, LLC	10	1	0.01%	0.20%	0.42%	Q1 2013	Q3 2023	28
ACCESS FINANCIAL SERVICES, INC.	28	28	0.76%	1.92%	5.67%	Q4 2016	Q3 2023	28
Osborn Williams & Donohoe LLC	28	28	0.05%	0.09%	0.13%	Q2 2013	Q1 2020	28
AE Wealth Management LLC	28	28	0.16%	0.63%	1.47%	Q4 2016	Q3 2023	28
Covenant Asset Management, LLC	28	28	0.08%	0.18%	0.36%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.43%	1.22%	2.43%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.02%	0.11%	0.20%	Q4 2016	Q3 2023	28
Meridian Wealth Management, LLC	28	28	0.05%	0.20%	0.45%	Q4 2016	Q3 2023	28
TELEMUS CAPITAL, LLC	28	28	0.04%	0.41%	1.83%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.17%	0.29%	0.44%	Q4 2016	Q3 2023	28
Good Life Advisors, LLC	28	28	0.03%	0.08%	0.14%	Q4 2016	Q3 2023	28
Jackson, Grant Investment Advisers, Inc.	21	7	0.09%	0.20%	0.24%	Q3 2016	Q3 2023	28
CAPITAL ADVISORS INC/OK	28	28	0.22%	0.60%	1.12%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.33%	0.76%	1.54%	Q4 2016	Q3 2023	28
Bison Wealth, LLC	27	1	0.05%	0.32%	0.60%	Q2 2016	Q2 2023	28
Rehmann Capital Advisory Group	15	13	0.04%	0.18%	0.94%	Q3 2016	Q3 2023	28
Royal Fund Management, LLC	28	28	0.44%	1.69%	3.76%	Q4 2016	Q3 2023	28
Glassman Wealth Services	28	28	0.00%	0.01%	0.03%	Q4 2016	Q3 2023	28
Parsec Financial Management, Inc.	28	28	0.04%	1.44%	3.44%	Q2 2016	Q1 2023	28
Jaffetilchin Investment Partners, LLC	14	1	0.04%	0.10%	0.19%	Q2 2013	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.23%	0.44%	0.74%	Q1 2016	Q4 2022	28
Burt Wealth Advisors	28	28	0.07%	0.10%	0.15%	Q4 2014	Q3 2021	28
Caprock Group, LLC	28	28	0.14%	0.33%	0.46%	Q4 2016	Q3 2023	28
QUEST INVESTMENT MANAGEMENT LLC	28	28	0.34%	0.56%	0.88%	Q4 2016	Q3 2023	28
REDW Wealth LLC	28	28	0.09%	0.25%	0.47%	Q4 2016	Q3 2023	28
JT Stratford LLC	28	28	0.33%	0.77%	1.45%	Q4 2016	Q3 2023	28
Private Ocean, LLC	24	4	0.01%	0.12%	0.77%	Q4 2013	Q3 2023	28
Parallel Advisors, LLC	28	28	0.18%	0.38%	0.76%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.57%	0.75%	1.14%	Q4 2016	Q3 2023	28
SIMON QUICK ADVISORS, LLC	28	28	0.38%	3.02%	14.14%	Q4 2016	Q3 2023	28
Norway Savings Bank	28	28	0.53%	0.82%	1.02%	Q4 2016	Q3 2023	28
BUCKINGHAM STRATEGIC WEALTH, LLC	28	28	0.05%	0.14%	0.88%	Q4 2016	Q3 2023	28
Gunma Bank,Ltd.	16	6	1.35%	3.74%	4.94%	Q2 2016	Q3 2023	28
Asset Planning Services, Ltd.	27	27	0.35%	0.61%	0.91%	Q2 2015	Q4 2021	27
Texas Yale Capital Corp.	27	27	0.02%	0.05%	0.07%	Q1 2017	Q3 2023	27
Pacific Center for Financial Services	24	3	0.19%	0.52%	0.91%	Q4 2016	Q3 2023	27
First Command Bank	27	27	0.11%	1.30%	2.54%	Q4 2016	Q2 2023	27
ASPIRIANT, LLC	11	1	0.01%	0.15%	0.54%	Q4 2015	Q3 2023	27
Darwin Wealth Management, LLC	27	27	0.05%	0.75%	2.80%	Q2 2016	Q4 2022	27
Avantax Planning Partners, Inc.	21	6	0.01%	0.11%	0.30%	Q4 2016	Q3 2023	27
MML INVESTORS SERVICES, LLC	27	27	0.33%	0.55%	0.91%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.12%	0.52%	0.79%	Q2 2013	Q4 2019	27
M Holdings Securities, Inc.	22	1	0.04%	0.20%	0.35%	Q3 2014	Q2 2023	27
West Coast Financial LLC	14	13	0.04%	0.11%	0.26%	Q3 2016	Q3 2023	27
Steward Partners Investment Advisory, LLC	27	27	0.01%	0.37%	0.71%	Q1 2017	Q3 2023	27
Clearwater Capital Advisors, LLC	24	3	0.03%	0.19%	0.45%	Q2 2016	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.34%	0.63%	1.01%	Q4 2016	Q3 2023	27
Arete Wealth Advisors, LLC	25	1	0.09%	0.38%	0.86%	Q4 2015	Q3 2023	27
Evercore Wealth Management, LLC	12	6	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	27
Patriot Financial Group Insurance Agency, LLC	21	6	0.03%	0.11%	0.25%	Q4 2016	Q3 2023	27
First Command Financial Services, Inc.	27	27	0.11%	1.09%	2.70%	Q4 2016	Q2 2023	27
Lenox Wealth Management, Inc.	27	27	0.00%	0.03%	0.14%	Q4 2013	Q2 2020	27
Conservest Capital Advisors, Inc.	27	27	2.69%	3.29%	4.44%	Q1 2017	Q3 2023	27
FIRST HAWAIIAN BANK	27	27	0.52%	0.71%	1.13%	Q1 2017	Q3 2023	27
NORTHSTAR ASSET MANAGEMENT Co LLC	27	27	0.10%	0.33%	0.89%	Q1 2017	Q3 2023	27
Cerity Partners LLC	27	27	0.03%	0.13%	0.35%	Q1 2017	Q3 2023	27
ARGI Investment Services, LLC	26	26	0.02%	0.03%	0.04%	Q3 2016	Q4 2022	26
Plancorp, LLC	26	26	0.04%	0.10%	0.16%	Q2 2017	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.50%	0.85%	1.49%	Q2 2017	Q3 2023	26
FOUNDERS FINANCIAL SECURITIES LLC	13	1	0.15%	0.42%	2.57%	Q4 2016	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.20%	0.42%	0.52%	Q2 2013	Q3 2019	26
Choate Investment Advisors	19	1	0.01%	0.03%	0.04%	Q2 2013	Q4 2020	26
SRS Capital Advisors, Inc.	10	7	0.61%	0.99%	1.87%	Q4 2016	Q3 2023	26
Wealthcare Advisory Partners LLC	25	1	0.02%	0.44%	0.71%	Q2 2016	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.01%	0.24%	0.60%	Q2 2013	Q3 2019	26
GM Advisory Group, LLC	26	26	0.02%	0.09%	0.19%	Q2 2017	Q3 2023	26
Ahrens Investment Partners LLC	26	26	0.49%	0.93%	1.46%	Q4 2016	Q1 2023	26
OneDigital Investment Advisors LLC	26	26	0.10%	0.16%	0.38%	Q2 2017	Q3 2023	26
CHEMUNG CANAL TRUST CO	26	26	0.04%	0.06%	0.07%	Q3 2017	Q4 2023	26
Founders Capital Management	13	13	0.11%	0.13%	0.19%	Q1 2017	Q4 2023	26
BFSG, LLC	17	9	0.11%	0.24%	0.51%	Q1 2017	Q3 2023	26
NWAM LLC	26	26	0.03%	0.91%	1.40%	Q2 2017	Q3 2023	26
BANK OF HAWAII	26	26	0.09%	1.73%	3.75%	Q2 2017	Q3 2023	26
HCR Wealth Advisors	16	3	4.04%	9.90%	14.96%	Q4 2016	Q3 2023	26
CLIFFORD SWAN INVESTMENT COUNSEL LLC	26	26	0.01%	0.02%	0.02%	Q3 2016	Q4 2022	26
Kingsview Wealth Management, LLC	20	6	0.03%	0.10%	0.30%	Q1 2017	Q3 2023	26
Financial Enhancement Group LLC	26	26	0.01%	0.87%	6.55%	Q2 2016	Q3 2022	26
Cordasco Financial Network	26	26	0.02%	0.07%	0.13%	Q1 2016	Q2 2022	26
CREDIT SUISSE AG/	14	1	0.00%	0.02%	0.10%	Q1 2013	Q1 2023	26
Patten Group, Inc.	14	2	0.00%	0.12%	0.31%	Q2 2015	Q3 2023	26
Jacobi Capital Management LLC	26	26	0.01%	0.05%	0.20%	Q2 2017	Q3 2023	26
MASSMUTUAL TRUST CO FSB/ADV	17	1	0.00%	0.02%	0.08%	Q4 2013	Q4 2023	26
MARINER INDEPENDENT ADVISOR NETWORK, LLC	16	1	0.15%	0.49%	0.99%	Q4 2014	Q3 2022	25
AFT, FORSYTH & COMPANY, INC.	24	1	0.02%	0.30%	0.45%	Q3 2013	Q3 2023	25
Simplicity Solutions, LLC	13	5	0.03%	0.65%	1.51%	Q4 2015	Q3 2023	25
UBS ASSET MANAGEMENT AMERICAS INC	23	2	0.00%	0.01%	0.01%	Q2 2013	Q3 2019	25
FORVIS Wealth Advisors, LLC	25	25	0.26%	0.42%	0.69%	Q3 2017	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.00%	0.00%	0.04%	Q2 2017	Q2 2023	25
TIAA, FSB	25	25	0.01%	0.01%	0.02%	Q2 2017	Q2 2023	25
Mosaic Family Wealth, LLC	25	25	0.01%	0.14%	0.24%	Q4 2015	Q4 2021	25
Simmons Bank	25	25	0.02%	0.03%	0.06%	Q3 2017	Q3 2023	25
SG Americas Securities, LLC	8	1	0.00%	0.01%	0.05%	Q3 2013	Q3 2021	25
GUYASUTA INVESTMENT ADVISORS INC	16	1	0.04%	0.14%	0.26%	Q4 2016	Q3 2023	25
Perigon Wealth Management, LLC	24	1	0.03%	0.06%	0.10%	Q3 2011	Q3 2023	25
Raab & Moskowitz Asset Management LLC	19	1	0.04%	0.65%	1.68%	Q4 2013	Q3 2023	25
FMA ADVISORY INC	17	1	0.72%	1.22%	1.90%	Q2 2013	Q1 2021	25
Bray Capital Advisors	23	2	0.01%	0.04%	0.08%	Q2 2015	Q3 2023	25
FRG Family Wealth Advisors LLC	25	25	0.10%	0.30%	0.73%	Q3 2017	Q3 2023	25
SignalPoint Asset Management, LLC	25	25	0.06%	0.18%	0.24%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.00%	0.03%	0.05%	Q3 2017	Q3 2023	25
Johanson Financial Advisors, Inc.	25	25	2.43%	5.33%	18.77%	Q4 2015	Q4 2021	25
Stratford Consulting, LLC	25	25	0.11%	1.16%	2.10%	Q1 2014	Q1 2020	25
Intellectus Partners, LLC	19	6	0.10%	0.34%	0.77%	Q2 2017	Q3 2023	25
CULBERTSON A N & CO INC	25	25	0.15%	0.53%	0.78%	Q3 2017	Q3 2023	25
Madden Advisory Services, Inc.	24	1	0.13%	0.23%	0.27%	Q2 2013	Q3 2023	25
PRUDENTIAL FINANCIAL INC	25	25	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	25
WealthPLAN Partners, LLC	20	1	0.02%	0.07%	0.47%	Q4 2015	Q3 2023	25
BRIGHTON JONES LLC	25	25	0.03%	0.07%	0.10%	Q3 2017	Q3 2023	25
WILLIAMS JONES & ASSOCIATES LLC	25	25	0.12%	0.23%	0.73%	Q2 2013	Q2 2019	25
Westside Investment Management, Inc.	15	1	0.01%	0.76%	3.02%	Q4 2016	Q3 2023	25
YorkBridge Wealth Partners, LLC	25	25	0.05%	0.40%	3.84%	Q4 2016	Q4 2022	25
Winslow, Evans & Crocker, Inc.	24	1	0.01%	0.03%	0.11%	Q3 2014	Q4 2020	25
Savant Capital, LLC	25	25	0.02%	0.07%	0.15%	Q3 2017	Q3 2023	25
MONROE BANK & TRUST/MI	25	25	2.45%	3.01%	3.91%	Q2 2013	Q2 2019	25
Van Hulzen Asset Management, LLC	25	25	0.04%	0.09%	0.19%	Q3 2017	Q3 2023	25
Tower View Wealth Management LLC	24	24	0.10%	0.59%	1.41%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.03%	0.12%	0.24%	Q4 2017	Q3 2023	24
WESBANCO BANK INC	11	1	0.01%	0.02%	0.12%	Q1 2017	Q3 2023	24
Bigelow Investment Advisors, LLC	24	24	0.16%	0.46%	1.58%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	0.09%	0.82%	2.12%	Q4 2017	Q3 2023	24
Archford Capital Strategies, LLC	12	6	0.00%	0.11%	0.55%	Q4 2015	Q3 2023	24
Mutual Advisors, LLC	24	24	0.60%	0.87%	1.88%	Q4 2017	Q3 2023	24
FIRST MIDWEST BANK TRUST DIVISION	17	7	0.02%	1.16%	2.76%	Q1 2015	Q4 2021	24
IFG Advisory, LLC	24	24	1.49%	1.70%	1.93%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.07%	0.15%	0.29%	Q4 2017	Q3 2023	24
KINGS POINT CAPITAL MANAGEMENT	24	24	0.01%	0.88%	1.97%	Q2 2016	Q1 2022	24
NewEdge Advisors, LLC	23	1	0.01%	0.29%	0.55%	Q2 2017	Q3 2023	24
Cornell Pochily Investment Advisors, Inc.	24	24	0.82%	1.66%	1.95%	Q4 2017	Q3 2023	24
C M BIDWELL & ASSOCIATES LTD	24	24	0.18%	0.55%	1.09%	Q4 2017	Q3 2023	24
ROPES WEALTH ADVISORS LLC	18	2	0.01%	0.08%	0.35%	Q1 2015	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.32%	0.58%	1.43%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.02%	0.03%	0.07%	Q4 2017	Q3 2023	24
River Wealth Advisors LLC	24	24	0.08%	0.11%	0.17%	Q4 2017	Q3 2023	24
IBEX WEALTH ADVISORS	20	2	0.43%	0.68%	1.02%	Q3 2016	Q4 2022	24
White Lighthouse Investment Management Inc.	24	24	3.84%	7.52%	9.57%	Q4 2017	Q3 2023	24
Aureus Asset Management, LLC	20	4	0.05%	0.10%	0.20%	Q1 2015	Q1 2021	24
MARINO, STRAM & ASSOCIATES LLC	24	24	0.13%	9.39%	16.46%	Q4 2017	Q3 2023	24
Ballast, Inc.	24	24	4.17%	5.59%	7.88%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.01%	0.02%	0.02%	Q4 2017	Q3 2023	24
ARTHUR M. COHEN & ASSOCIATES, LLC	24	24	1.95%	3.82%	6.64%	Q4 2017	Q3 2023	24
SECURITY NATIONAL TRUST CO	24	24	0.00%	0.01%	0.01%	Q4 2015	Q3 2021	24
Poehling Capital Management, INC.	24	24	0.17%	0.31%	0.53%	Q4 2017	Q3 2023	24
COLDSTREAM CAPITAL MANAGEMENT INC	8	2	0.02%	0.06%	0.21%	Q4 2014	Q3 2023	24
Trust Co	18	6	0.01%	0.17%	0.44%	Q1 2017	Q3 2023	24
NBT BANK N A /NY	8	1	0.03%	0.04%	0.05%	Q4 2013	Q3 2023	24
Cribstone Capital Management, LLC	14	4	0.00%	0.05%	0.11%	Q2 2016	Q4 2022	24
EVERGREEN CAPITAL MANAGEMENT LLC	24	24	0.02%	0.44%	1.58%	Q4 2017	Q3 2023	24
Mount Lucas Management LP	11	1	0.05%	0.65%	1.30%	Q1 2016	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	0.58%	0.84%	1.45%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.01%	0.02%	0.06%	Q4 2017	Q3 2023	24
Sound Income Strategies, LLC	24	24	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.21%	0.24%	0.30%	Q4 2017	Q3 2023	24
Court Place Advisors, LLC	24	24	0.14%	0.15%	0.18%	Q4 2016	Q3 2022	24
FCA CORP /TX	24	24	0.16%	0.47%	0.81%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.24%	0.33%	0.47%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.32%	0.44%	0.57%	Q4 2017	Q3 2023	24
Biltmore Family Office, LLC	24	24	0.92%	1.57%	3.22%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.09%	0.26%	0.56%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.97%	1.55%	1.96%	Q4 2017	Q3 2023	24
REILLY FINANCIAL ADVISORS, LLC	15	1	0.00%	0.01%	0.02%	Q2 2013	Q4 2021	24
Fiduciary Trust Co International of Pennsylvania	23	23	0.02%	0.02%	0.03%	Q3 2014	Q1 2020	23
Estate Counselors, LLC	9	1	0.01%	1.25%	2.69%	Q3 2015	Q3 2023	23
DeDora Capital, Inc.	16	7	1.96%	5.21%	9.73%	Q4 2017	Q3 2023	23
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	23	1.75%	3.30%	5.08%	Q1 2018	Q3 2023	23
Ackerman Capital Advisors, LLC	20	1	0.01%	0.24%	0.44%	Q2 2017	Q3 2023	23
BRYN MAWR TRUST Co	23	23	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	23
MGO ONE SEVEN LLC	21	2	0.05%	0.12%	0.22%	Q4 2017	Q3 2023	23
Tradewinds Capital Management, LLC	10	1	0.00%	0.02%	0.06%	Q1 2014	Q3 2023	23
JANUS HENDERSON GROUP PLC	12	11	0.00%	0.00%	0.01%	Q2 2017	Q3 2023	23
Belpointe Asset Management LLC	21	2	0.02%	0.19%	0.43%	Q3 2017	Q3 2023	23
Sutton Wealth Advisors Inc.	23	23	0.00%	0.03%	0.11%	Q1 2018	Q3 2023	23
EATON VANCE MANAGEMENT	23	23	0.00%	0.00%	0.01%	Q1 2017	Q3 2022	23
Meristem Family Wealth, LLC	9	5	0.07%	0.14%	0.23%	Q2 2013	Q1 2022	23
Doyle Wealth Management	23	23	0.24%	0.35%	0.47%	Q1 2017	Q3 2022	23
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	16	7	0.06%	0.09%	0.11%	Q4 2013	Q4 2019	23
Financial Sense Advisors, Inc.	22	1	0.15%	6.09%	15.00%	Q4 2015	Q1 2022	23
Measured Wealth Private Client Group, LLC	22	1	5.59%	7.89%	12.99%	Q3 2017	Q3 2023	23
Flaharty Asset Management, LLC	22	1	0.01%	0.18%	0.46%	Q1 2017	Q3 2023	23
Laird Norton Wetherby Wealth Management, LLC	23	23	0.06%	0.07%	0.09%	Q1 2018	Q3 2023	23
MONETARY MANAGEMENT GROUP INC	16	3	0.00%	0.12%	0.86%	Q1 2016	Q3 2023	23
CITIZENS FINANCIAL GROUP INC/RI	16	7	0.00%	0.04%	0.08%	Q3 2016	Q3 2023	23
Cadence Bank	23	23	0.02%	0.07%	0.12%	Q1 2018	Q3 2023	23
Maryland Capital Management	23	23	0.06%	0.09%	0.11%	Q1 2017	Q3 2022	23
Quantum Capital Management, LLC / NJ	23	23	0.39%	1.20%	1.72%	Q3 2015	Q1 2021	23
GAMBLE JONES INVESTMENT COUNSEL	23	23	0.02%	0.78%	1.45%	Q2 2017	Q4 2022	23
Bellecapital International Ltd.	15	1	0.23%	0.57%	0.85%	Q4 2013	Q3 2023	23
Mount Yale Investment Advisors, LLC	23	23	0.66%	0.84%	1.18%	Q1 2018	Q3 2023	23
Crewe Advisors LLC	20	3	0.02%	0.05%	0.14%	Q4 2017	Q3 2023	23
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	11	3	0.00%	0.01%	0.04%	Q4 2016	Q3 2023	23
Certified Advisory Corp	11	11	0.46%	1.09%	2.13%	Q4 2017	Q3 2023	22
Strategic Wealth Partners, Ltd.	22	22	0.02%	0.37%	0.82%	Q4 2017	Q1 2023	22
Hartford Financial Management Inc.	22	22	0.01%	0.02%	0.02%	Q2 2018	Q3 2023	22
Fiera Capital Corp	19	3	0.00%	0.01%	0.02%	Q2 2015	Q4 2020	22
MILLENNIUM MANAGEMENT LLC	6	1	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	22
Edge Wealth Management LLC	22	22	0.00%	0.01%	0.06%	Q3 2016	Q4 2021	22
StoneX Group Inc.	19	3	0.11%	0.96%	1.95%	Q2 2017	Q3 2023	22
WEALTHCARE CAPITAL MANAGEMENT LLC	11	1	0.01%	0.01%	0.03%	Q2 2013	Q1 2021	22
SCHMIDT P J INVESTMENT MANAGEMENT INC	22	22	0.10%	0.23%	0.47%	Q3 2014	Q4 2019	22
Barnett & Company, Inc.	22	22	0.01%	0.05%	0.14%	Q2 2015	Q3 2020	22
Advisors Capital Management, LLC	22	22	0.01%	0.04%	0.08%	Q2 2018	Q3 2023	22
RAND WEALTH, LLC	22	22	0.39%	1.11%	2.20%	Q2 2013	Q3 2018	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.16%	0.35%	0.76%	Q2 2018	Q3 2023	22
Independence Bank of Kentucky	22	22	0.06%	0.20%	0.25%	Q2 2018	Q3 2023	22
Arcus Capital Partners, LLC	19	1	0.02%	0.28%	0.55%	Q4 2015	Q4 2022	22
BOSTON FAMILY OFFICE LLC	22	22	0.03%	0.04%	0.05%	Q2 2018	Q3 2023	22
CWA Asset Management Group, LLC	11	1	0.02%	0.13%	0.71%	Q4 2015	Q3 2023	22
Eldridge Investment Advisors, Inc.	22	22	0.14%	0.76%	1.26%	Q2 2018	Q3 2023	22
FUKOKU MUTUAL LIFE INSURANCE Co	22	22	1.23%	2.27%	3.26%	Q3 2017	Q4 2022	22
PFG Advisors	17	5	0.93%	1.63%	2.79%	Q4 2017	Q3 2023	22
PEOPLES BANK /OH	19	1	0.13%	0.94%	1.23%	Q4 2015	Q4 2022	21
Sharkey, Howes & Javer	20	1	0.08%	0.19%	0.33%	Q1 2015	Q2 2020	21
Suncoast Equity Management	11	1	0.03%	0.06%	0.09%	Q2 2017	Q1 2023	21
First PREMIER Bank	21	21	0.01%	0.82%	1.72%	Q3 2018	Q3 2023	21
Arlington Partners LLC	21	21	0.06%	8.08%	16.27%	Q3 2018	Q3 2023	21
WEALTHSOURCE PARTNERS, LLC	12	3	0.03%	0.09%	0.25%	Q1 2016	Q3 2023	21
Aevitas Wealth Management, Inc.	21	21	0.32%	0.48%	0.89%	Q4 2017	Q4 2022	21
Whitnell & Co.	21	21	0.07%	0.20%	0.32%	Q4 2014	Q4 2019	21
CYPRESS CAPITAL MANAGEMENT LLC	21	21	0.58%	1.14%	1.88%	Q3 2017	Q3 2022	21
VALLEY WEALTH MANAGERS, INC.	17	1	0.00%	0.06%	0.18%	Q4 2015	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.04%	0.13%	0.24%	Q3 2018	Q3 2023	21
AMUSSEN HUNSAKER ASSOCIATES LLC	18	1	0.04%	0.79%	1.87%	Q2 2017	Q3 2023	21
MONETA GROUP INVESTMENT ADVISORS LLC	16	2	0.01%	1.03%	2.47%	Q1 2018	Q3 2023	21
DELTA ASSET MANAGEMENT LLC/TN	17	4	0.00%	0.01%	0.04%	Q4 2017	Q3 2023	21
LCNB CORP	21	21	0.17%	0.23%	0.51%	Q3 2018	Q3 2023	21
Parallax Volatility Advisers, L.P.	19	1	0.00%	0.00%	0.01%	Q4 2014	Q2 2021	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.44%	0.52%	0.67%	Q4 2017	Q4 2022	21
GIRARD PARTNERS LTD.	12	1	0.04%	0.06%	0.16%	Q4 2013	Q3 2023	21
Mascoma Wealth Management LLC	11	1	0.01%	0.04%	0.06%	Q4 2016	Q3 2023	21
Redhawk Wealth Advisors, Inc.	21	21	0.10%	0.41%	1.06%	Q3 2018	Q3 2023	21
NORTH STAR ASSET MANAGEMENT INC	12	9	0.03%	0.07%	0.13%	Q4 2017	Q3 2023	21
CNB Bank	21	21	0.02%	0.23%	0.73%	Q3 2018	Q3 2023	21
Steigerwald, Gordon & Koch Inc.	21	21	0.07%	0.13%	0.19%	Q3 2018	Q3 2023	21
Moloney Securities Asset Management, LLC	11	4	0.04%	0.11%	0.44%	Q1 2017	Q3 2023	21
Bogart Wealth, LLC	10	2	0.00%	0.04%	0.26%	Q4 2016	Q3 2023	21
Baystate Wealth Management LLC	21	21	0.00%	0.04%	0.10%	Q3 2018	Q3 2023	21
180 WEALTH ADVISORS, LLC	21	21	0.10%	1.22%	1.94%	Q3 2018	Q3 2023	21
MACROVIEW INVESTMENT MANAGEMENT LLC	20	1	0.00%	0.55%	2.47%	Q1 2018	Q3 2023	21
LexAurum Advisors, LLC	21	21	0.10%	0.17%	0.26%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.04%	0.06%	0.11%	Q1 2017	Q3 2023	21
Seelaus Asset Management LLC	21	21	0.12%	0.32%	0.63%	Q3 2018	Q3 2023	21
Geller Advisors LLC	21	21	0.24%	0.50%	0.68%	Q2 2013	Q2 2018	21
Fiduciary Group LLC	15	6	0.03%	0.05%	0.06%	Q1 2016	Q3 2023	21
Larson Financial Group LLC	20	20	0.10%	0.19%	0.33%	Q4 2018	Q3 2023	20
Executive Wealth Management, LLC	20	20	0.50%	1.45%	2.15%	Q4 2018	Q3 2023	20
Security National Bank	20	20	0.06%	0.12%	0.58%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.04%	0.18%	0.48%	Q4 2013	Q3 2018	20
AGILIS PARTNERS LLC	20	20	1.07%	2.28%	3.35%	Q4 2018	Q3 2023	20
COLONY GROUP LLC	15	1	0.00%	0.76%	2.11%	Q2 2014	Q3 2023	20
Archer Investment Corp	20	20	0.22%	0.28%	0.37%	Q4 2018	Q3 2023	20
New England Professional Planning Group Inc.	16	4	0.34%	0.42%	0.64%	Q4 2017	Q3 2023	20
MCMILLION CAPITAL MANAGEMENT INC	10	1	0.08%	0.13%	0.16%	Q2 2017	Q2 2023	20
KG&L Capital Management,LLC	20	20	0.19%	0.27%	0.41%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	8.71%	10.02%	11.80%	Q4 2018	Q3 2023	20
VeraBank, N.A.	20	20	0.76%	1.27%	1.90%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.40%	0.49%	0.62%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	1.42%	1.82%	2.29%	Q4 2018	Q3 2023	20
BRANDYWINE OAK PRIVATE WEALTH LLC	20	20	0.04%	0.25%	0.41%	Q4 2018	Q3 2023	20
Capital Investment Advisory Services, LLC	20	20	0.04%	0.49%	0.94%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	0.16%	0.27%	0.45%	Q4 2018	Q3 2023	20
SlateStone Wealth, LLC	20	20	1.85%	3.13%	4.28%	Q4 2018	Q3 2023	20
9258 Wealth Management, LLC	20	20	0.24%	0.54%	0.98%	Q4 2018	Q3 2023	20
DAGCO, INC.	20	20	0.15%	3.48%	8.46%	Q4 2018	Q3 2023	20
MBM Wealth Consultants, LLC	20	20	5.52%	7.63%	12.18%	Q4 2018	Q3 2023	20
TOWNSQUARE CAPITAL LLC	20	20	0.06%	0.53%	1.45%	Q4 2018	Q3 2023	20
Princeton Global Asset Management LLC	20	20	0.06%	0.14%	0.28%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.02%	0.09%	0.25%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.05%	0.11%	0.45%	Q4 2018	Q3 2023	20
DFPG INVESTMENTS, LLC	20	20	0.30%	0.71%	1.80%	Q4 2018	Q3 2023	20
Global Strategic Investment Solutions, LLC	20	20	0.40%	4.20%	8.96%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	3.03%	3.41%	4.05%	Q4 2018	Q3 2023	20
Bank OZK	7	4	0.08%	0.10%	0.14%	Q2 2017	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.23%	0.38%	0.51%	Q4 2018	Q3 2023	20
Wambolt & Associates, LLC	20	20	0.14%	0.43%	0.97%	Q4 2018	Q3 2023	20
Essex Savings Bank	20	20	0.11%	0.50%	0.78%	Q4 2018	Q3 2023	20
GARRISON POINT ADVISORS, LLC	20	20	0.43%	0.48%	0.56%	Q4 2018	Q3 2023	20
Stratos Wealth Advisors, LLC	20	20	0.05%	0.13%	0.25%	Q4 2018	Q3 2023	20
One Day In July LLC	20	20	4.93%	6.18%	7.56%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.28%	0.46%	1.32%	Q4 2018	Q3 2023	20
Hurlow Wealth Management Group, Inc.	20	20	0.12%	0.20%	0.28%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.02%	0.15%	0.23%	Q4 2015	Q3 2020	20
Providence Wealth Advisors, LLC	20	20	4.19%	4.70%	5.31%	Q2 2018	Q1 2023	20
Strategic Blueprint, LLC	20	20	0.14%	0.29%	0.66%	Q4 2018	Q3 2023	20
Old Port Advisors	18	1	1.16%	1.74%	2.16%	Q2 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.58%	0.88%	1.21%	Q4 2017	Q3 2022	20
Sowell Financial Services LLC	17	3	0.04%	0.23%	0.67%	Q3 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	9.48%	14.47%	23.56%	Q2 2016	Q1 2021	20
McCarthy Grittinger Financial Group, LLC	20	20	0.12%	0.16%	0.22%	Q4 2018	Q3 2023	20
TFG Advisers LLC	20	20	0.24%	0.31%	0.41%	Q4 2018	Q3 2023	20
Clear Perspective Advisors, LLC	14	6	0.12%	0.49%	0.84%	Q4 2016	Q4 2021	20
Global Wealth Management Investment Advisory, Inc.	20	20	0.04%	2.28%	4.62%	Q4 2018	Q3 2023	20
Pettinga Financial Advisors LLC	20	20	0.08%	1.16%	3.49%	Q4 2018	Q3 2023	20
MONTAG A & ASSOCIATES INC	20	20	0.02%	0.02%	0.03%	Q4 2018	Q3 2023	20
Strategic Family Wealth Counselors, L.L.C.	20	20	1.58%	2.62%	3.40%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.29%	0.58%	1.63%	Q4 2018	Q3 2023	20
Magnus Financial Group LLC	20	20	0.04%	0.10%	0.15%	Q4 2018	Q3 2023	20
ALPINE WOODS CAPITAL INVESTORS, LLC	20	20	0.04%	0.10%	0.21%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.02%	0.04%	0.08%	Q4 2017	Q4 2022	20
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	20	20	0.02%	0.08%	0.14%	Q4 2018	Q3 2023	20
Copperwynd Financial, LLC	20	20	0.19%	0.74%	5.69%	Q4 2018	Q3 2023	20
Eukles Asset Management	20	20	0.01%	1.13%	1.73%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.06%	0.20%	0.33%	Q4 2018	Q3 2023	20
Formidable Asset Management, LLC	14	3	0.12%	0.90%	1.67%	Q1 2017	Q3 2023	20
MARSHALL FINANCIAL GROUP INC /ADV	20	20	0.20%	0.28%	0.41%	Q4 2018	Q3 2023	20
Wealthstar Advisors, LLC	10	9	0.10%	0.20%	0.26%	Q1 2018	Q3 2023	19
Opes Wealth Management LLC	19	19	0.40%	0.73%	1.13%	Q1 2019	Q3 2023	19
Jackson Hole Capital Partners, LLC	19	19	0.06%	0.11%	0.16%	Q1 2019	Q3 2023	19
Windham Capital Management, LLC	19	19	0.32%	0.57%	0.99%	Q1 2019	Q3 2023	19
TimeScale Financial, Inc.	19	19	0.02%	0.14%	0.66%	Q4 2018	Q2 2023	19
Financial Insights, Inc.	18	1	0.44%	0.87%	1.20%	Q4 2018	Q3 2023	19
Truvestments Capital LLC	6	2	0.04%	0.46%	2.95%	Q2 2018	Q3 2023	19
Western Wealth Management, LLC	11	8	0.21%	0.33%	0.65%	Q4 2018	Q3 2023	19
L. Roy Papp & Associates, LLP	19	19	0.04%	0.05%	0.06%	Q1 2019	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	1.60%	2.04%	2.88%	Q1 2019	Q3 2023	19
Neuberger Berman Group LLC	13	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	19
F3Logic, LLC	11	8	0.01%	0.11%	0.42%	Q1 2018	Q4 2022	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.98%	1.06%	1.29%	Q1 2019	Q3 2023	19
COMERICA SECURITIES,INC.	19	19	0.62%	0.74%	0.88%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.04%	0.47%	1.23%	Q4 2017	Q2 2022	19
RDA Financial Network	19	19	2.03%	2.56%	3.29%	Q1 2019	Q3 2023	19
LGL PARTNERS, LLC	19	19	0.16%	0.41%	0.74%	Q1 2019	Q3 2023	19
Bremer Bank National Association	19	19	0.44%	0.64%	1.05%	Q1 2019	Q3 2023	19
Cranberry Lake Advisors LLC	19	19	6.85%	17.17%	47.80%	Q1 2014	Q3 2018	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.08%	0.11%	0.16%	Q1 2019	Q3 2023	19
HYMAN CHARLES D	19	19	0.03%	0.04%	0.07%	Q1 2019	Q3 2023	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	19
Weaver Consulting Group	19	19	0.56%	0.86%	1.06%	Q1 2019	Q3 2023	19
RWA WEALTH PARTNERS, LLC	13	1	0.01%	0.35%	1.06%	Q1 2017	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.17%	0.42%	0.91%	Q2 2013	Q4 2017	19
CAPITAL ONE, NATIONAL ASSOCIATION	18	1	0.06%	0.30%	0.64%	Q1 2014	Q4 2019	19
Ruggie Capital Group	15	4	3.12%	8.14%	15.50%	Q4 2014	Q3 2019	19
CULLEN/FROST BANKERS, INC.	19	19	0.00%	0.02%	0.03%	Q1 2019	Q3 2023	19
CIBC Asset Management Inc	19	19	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	19
JRM Investment Counsel, LLC	16	3	1.03%	2.08%	3.70%	Q4 2014	Q4 2019	19
TSFG, LLC	19	19	0.06%	0.09%	0.13%	Q1 2019	Q3 2023	19
Milestone Advisory Partners	19	19	0.17%	0.72%	2.65%	Q1 2019	Q3 2023	19
APPLETON PARTNERS INC/MA	13	1	0.02%	0.05%	0.06%	Q1 2017	Q4 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.14%	0.57%	0.88%	Q1 2019	Q3 2023	19
BRINKER CAPITAL INC	19	19	0.05%	0.10%	0.24%	Q4 2015	Q2 2020	19
Pinnacle Advisory Group, Inc.	12	2	0.01%	0.02%	0.03%	Q2 2014	Q2 2019	19
Homrich & Berg	19	19	0.01%	0.06%	0.16%	Q1 2017	Q3 2021	19
IFC Holdings Incorporated/FL	19	19	0.05%	0.14%	0.54%	Q2 2013	Q4 2017	19
Heritage Wealth Advisors	18	18	0.04%	0.05%	0.08%	Q2 2019	Q3 2023	18
Empirical Finance, LLC	18	18	0.03%	0.07%	0.12%	Q1 2017	Q2 2021	18
Rockefeller Capital Management L.P.	18	18	0.01%	0.05%	0.08%	Q2 2019	Q3 2023	18
Cascade Investment Advisors, Inc.	15	1	0.01%	0.06%	0.08%	Q2 2016	Q1 2023	18
Crestwood Advisors Group, LLC	14	1	0.01%	0.01%	0.02%	Q1 2017	Q3 2023	18
TWO SIGMA INVESTMENTS, LP	17	1	0.00%	0.06%	0.18%	Q3 2018	Q2 2023	18
Investors Research Corp	18	18	0.02%	0.76%	1.20%	Q2 2019	Q3 2023	18
DIVIDEND ASSETS CAPITAL, LLC	18	18	0.01%	0.03%	0.06%	Q2 2019	Q3 2023	18
DELTA FINANCIAL ADVISORS LLC	18	18	0.86%	1.35%	1.75%	Q2 2019	Q3 2023	18
Shulman DeMeo Asset Management LLC	9	9	0.10%	0.18%	0.33%	Q1 2019	Q3 2023	18
CIBC WORLD MARKET INC.	9	2	0.00%	0.00%	0.01%	Q1 2016	Q3 2023	18
Alpha Cubed Investments, LLC	17	1	0.05%	0.21%	1.01%	Q3 2018	Q3 2023	18
Allen Investment Management, LLC	15	3	0.00%	0.37%	2.13%	Q2 2013	Q1 2022	18
Cedar Wealth Management, LLC	18	18	0.06%	0.28%	0.72%	Q2 2019	Q3 2023	18
Sterling Capital Management LLC	18	18	0.01%	0.01%	0.02%	Q2 2015	Q3 2019	18
Keystone Financial Group	16	2	0.12%	0.29%	0.39%	Q1 2019	Q3 2023	18
AllSquare Wealth Management LLC	18	18	0.02%	0.24%	0.34%	Q4 2014	Q1 2019	18
S. R. Schill & Associates	18	18	1.45%	1.93%	3.27%	Q4 2014	Q1 2019	18
Connecticut Wealth Management, LLC	18	18	0.11%	0.22%	0.47%	Q2 2019	Q3 2023	18
THOROUGHBRED FINANCIAL SERVICES, LLC	17	1	0.19%	0.27%	0.38%	Q1 2019	Q3 2023	18
PARK AVENUE SECURITIES LLC	14	1	0.04%	0.12%	0.22%	Q2 2017	Q3 2023	18
Smith, Salley & Associates	18	18	0.04%	0.11%	0.45%	Q2 2019	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.23%	0.42%	0.57%	Q2 2013	Q3 2017	18
Legacy Advisors, LLC	11	7	0.06%	0.37%	0.58%	Q4 2017	Q3 2023	18
ROTHSCHILD INVESTMENT LLC /IL	18	18	0.02%	0.05%	0.09%	Q2 2019	Q3 2023	18
JANICZEK WEALTH MANAGEMENT, LLC	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	18
NORTHEAST INVESTMENT MANAGEMENT	18	18	0.02%	0.02%	0.03%	Q2 2019	Q3 2023	18
Newfound Research LLC	18	18	0.00%	0.97%	2.42%	Q1 2016	Q2 2020	18
Dai-ichi Life Insurance Company, Ltd	14	4	0.05%	0.19%	0.32%	Q1 2019	Q3 2023	18
SeaCrest Wealth Management, LLC	7	2	0.02%	0.04%	0.07%	Q4 2017	Q3 2023	18
HHM Wealth Advisors, LLC	18	18	0.12%	0.18%	0.26%	Q2 2019	Q3 2023	18
PATTON ALBERTSON MILLER GROUP, LLC	18	18	0.21%	0.35%	0.50%	Q2 2019	Q3 2023	18
SouthState Corp	12	1	0.02%	0.04%	0.13%	Q1 2016	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.02%	0.05%	Q2 2019	Q3 2023	18
CX Institutional	14	1	0.00%	0.91%	2.00%	Q2 2018	Q3 2023	18
Barrington Strategic Wealth Management Group LLC	18	18	0.62%	1.86%	3.00%	Q2 2013	Q3 2017	18
QUADRANT CAPITAL GROUP LLC	16	2	0.01%	0.02%	0.07%	Q2 2015	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.21%	0.57%	1.06%	Q2 2013	Q3 2017	18
Fisher Asset Management, LLC	7	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	18
HSBC HOLDINGS PLC	6	1	0.00%	0.00%	0.00%	Q1 2012	Q3 2020	18
ACCURATE INVESTMENT SOLUTIONS, INC.	18	18	0.05%	0.98%	1.86%	Q4 2015	Q1 2020	18
NATIONAL PLANNING CORP	18	18	0.23%	0.65%	1.39%	Q2 2013	Q3 2017	18
HL FINANCIAL SERVICES LLC	13	5	0.01%	0.01%	0.02%	Q3 2014	Q1 2019	18
Sound View Wealth Advisors Group, LLC	18	18	0.14%	0.32%	0.64%	Q2 2019	Q3 2023	18
BAHL & GAYNOR INC	18	18	0.00%	0.00%	0.01%	Q4 2013	Q1 2018	18
Altium Wealth Management LLC	9	9	0.03%	0.25%	1.59%	Q4 2017	Q2 2022	18
Sterling Investment Advisors, Ltd.	18	18	0.01%	0.02%	0.03%	Q1 2018	Q2 2022	18
ATLAS CAPITAL ADVISORS LLC	12	5	0.02%	0.12%	1.28%	Q2 2019	Q3 2023	17
Hudock, Inc.	16	1	0.00%	0.04%	0.06%	Q2 2013	Q3 2022	17
Resource Management, LLC	17	17	2.94%	4.87%	6.39%	Q4 2017	Q4 2021	17
V Wealth Advisors LLC	12	1	0.04%	0.16%	0.47%	Q2 2017	Q3 2023	17
EVOKE WEALTH, LLC	17	17	0.04%	0.05%	0.11%	Q3 2019	Q3 2023	17
NorthRock Partners, LLC	10	1	0.02%	0.33%	3.40%	Q4 2018	Q3 2023	17
Personal Capital Advisors Corp	15	1	0.00%	0.00%	0.01%	Q4 2016	Q4 2022	17
Permanens Capital L.P.	17	17	7.43%	21.43%	37.56%	Q4 2013	Q4 2017	17
GREAT VALLEY ADVISOR GROUP, INC.	14	3	0.02%	0.06%	0.21%	Q2 2019	Q3 2023	17
Tortoise Investment Management, LLC	10	7	0.00%	0.00%	0.00%	Q2 2016	Q2 2023	17
Matthew Goff Investment Advisor, LLC	8	4	0.10%	0.14%	0.46%	Q3 2017	Q3 2023	17
Stelac Advisory Services LLC	8	1	0.02%	0.07%	0.10%	Q3 2015	Q3 2023	17
DAVIS R M INC	11	2	0.01%	0.01%	0.02%	Q3 2017	Q3 2023	17
WEDBUSH SECURITIES INC	16	1	0.02%	0.11%	0.29%	Q4 2017	Q3 2023	17
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	17	0.11%	0.22%	0.42%	Q2 2017	Q2 2021	17
FIRST MERCHANTS CORP	17	17	0.28%	0.40%	0.67%	Q3 2019	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.51%	0.70%	0.96%	Q3 2019	Q3 2023	17
D'Orazio & Associates, Inc.	16	1	0.00%	0.00%	0.00%	Q2 2017	Q3 2021	17
Williams Jones Wealth Management, LLC.	17	17	0.10%	0.11%	0.14%	Q3 2019	Q3 2023	17
CPWM, LLC	13	4	1.00%	1.71%	2.43%	Q1 2018	Q3 2022	17
Fusion Family Wealth LLC	17	17	0.00%	0.00%	0.01%	Q1 2017	Q1 2021	17
Ally Invest Advisors Inc.	17	17	0.15%	0.36%	0.46%	Q3 2019	Q3 2023	17
Wolff Financial Management LLC	10	1	0.76%	3.56%	7.01%	Q4 2018	Q3 2023	17
TIEDEMANN ADVISORS, LLC	17	17	0.05%	0.08%	0.12%	Q3 2019	Q3 2023	17
PHYSICIANS FINANCIAL SERVICES, INC.	9	8	0.14%	0.71%	2.06%	Q4 2015	Q3 2020	17
GABLES CAPITAL MANAGEMENT INC.	17	17	0.68%	0.86%	1.03%	Q3 2019	Q3 2023	17
JNBA Financial Advisors	15	1	0.00%	0.00%	0.01%	Q3 2016	Q1 2023	17
Koshinski Asset Management, Inc.	16	1	0.07%	0.12%	0.20%	Q4 2018	Q3 2023	17
Alexandria Capital, LLC	17	17	0.00%	0.00%	0.01%	Q2 2013	Q2 2017	17
TOMPKINS FINANCIAL CORP	12	1	0.00%	0.01%	0.09%	Q2 2017	Q4 2023	17
Cornerstone Wealth Group, LLC	17	17	0.88%	2.05%	3.05%	Q3 2019	Q3 2023	17
BREMER TRUST NATIONAL ASSOCIATION	17	17	0.07%	1.21%	1.98%	Q4 2014	Q4 2018	17
Avion Wealth	17	17	1.45%	3.99%	5.12%	Q3 2019	Q3 2023	17
Sonora Investment Management, LLC	17	17	0.00%	0.01%	0.02%	Q3 2017	Q3 2021	17
Realta Investment Advisors	12	1	0.00%	0.46%	0.96%	Q1 2019	Q3 2023	17
Ranch Capital Advisors Inc.	17	17	3.09%	3.83%	4.66%	Q3 2019	Q3 2023	17
Livingston Group Asset Management CO (operating as Southport Capital Management)	12	1	0.10%	0.87%	1.64%	Q2 2016	Q1 2022	17
Mirae Asset Global Investments Co., Ltd.	12	4	0.00%	0.02%	0.08%	Q3 2019	Q3 2023	16
Renaissance Technologies	6	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	16
MITCHELL SINKLER & STARR/PA	16	16	0.13%	0.28%	0.42%	Q3 2019	Q2 2023	16
HOWLAND CAPITAL MANAGEMENT LLC	12	1	0.02%	0.06%	0.08%	Q3 2014	Q3 2019	16
DERBY & COMPANY, INC	16	16	0.20%	0.46%	0.73%	Q4 2017	Q3 2021	16
TIAA CREF TRUST CO FSB/MO	16	16	0.01%	0.01%	0.02%	Q2 2013	Q1 2017	16
DAVIDSON TRUST CO	16	16	0.70%	1.40%	1.81%	Q4 2019	Q3 2023	16
GREYSTONE INVESTMENT MANAGEMENT LLC	16	16	0.08%	0.40%	0.92%	Q1 2015	Q4 2018	16
Monterey Private Wealth, Inc.	16	16	0.16%	0.23%	0.44%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.02%	0.16%	0.35%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	0.06%	0.16%	0.24%	Q4 2019	Q3 2023	16
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	16	16	2.83%	3.99%	5.27%	Q4 2019	Q3 2023	16
FRONTIER INVESTMENT MGMT CO	7	4	0.01%	0.16%	0.38%	Q2 2013	Q2 2020	16
StrongBox Wealth, LLC	16	16	0.50%	0.86%	1.52%	Q1 2020	Q4 2023	16
WEALTH ADVISORS, INC.	16	16	0.58%	1.52%	7.34%	Q4 2019	Q3 2023	16
PAX Financial Group, LLC	16	16	0.27%	0.60%	1.00%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.03%	0.03%	0.04%	Q4 2019	Q3 2023	16
PACIFIC CAPITAL WEALTH ADVISORS, INC	16	16	1.98%	3.54%	5.26%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.39%	0.56%	0.79%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.41%	0.59%	1.63%	Q4 2019	Q3 2023	16
Resonant Capital Advisors, LLC	16	16	0.08%	0.22%	0.60%	Q4 2019	Q3 2023	16
Capital Advisory Group Advisory Services, LLC	15	1	0.01%	0.39%	1.23%	Q1 2018	Q1 2022	16
1776 Wealth LLC	16	16	0.14%	0.20%	0.48%	Q4 2019	Q3 2023	16
EPG Wealth Management LLC	16	16	4.55%	5.88%	7.47%	Q4 2019	Q3 2023	16
McNaughton Wealth Management, LLC	16	16	6.14%	6.80%	7.91%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.07%	0.09%	0.14%	Q4 2019	Q3 2023	16
360 Financial, Inc.	16	16	0.59%	2.30%	13.51%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	1.37%	1.83%	2.56%	Q4 2019	Q3 2023	16
TOBIAS FINANCIAL ADVISORS, INC.	16	16	0.19%	0.31%	0.53%	Q4 2019	Q3 2023	16
MADISON WEALTH MANAGEMENT	16	16	0.19%	0.21%	0.25%	Q4 2019	Q3 2023	16
Key FInancial Inc	16	16	0.23%	0.31%	0.70%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.12%	0.15%	0.20%	Q4 2019	Q3 2023	16
LifeSteps Financial, Inc.	16	16	2.84%	3.42%	4.01%	Q4 2019	Q3 2023	16
SPRENG CAPITAL MANAGEMENT, INC.	16	16	1.81%	2.16%	2.69%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.22%	0.28%	0.47%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.03%	0.30%	1.08%	Q4 2019	Q3 2023	16
R. W. Roge & Company, Inc.	16	16	2.60%	6.46%	10.52%	Q4 2019	Q3 2023	16
Secure Asset Management, LLC	16	16	0.24%	0.73%	1.99%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	0.28%	0.65%	1.40%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	0.25%	1.18%	1.71%	Q4 2019	Q3 2023	16
ATTICUS WEALTH MANAGEMENT, LLC	16	16	0.91%	1.50%	1.99%	Q4 2019	Q3 2023	16
Sunburst Financial Group, LLC	16	16	3.66%	5.92%	9.46%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	0.03%	0.07%	0.11%	Q4 2019	Q3 2023	16
Detalus Advisors, LLC	16	16	0.21%	0.30%	0.65%	Q4 2019	Q3 2023	16
Bay Rivers Group	16	16	0.36%	0.44%	0.56%	Q4 2019	Q3 2023	16
Heartwood Wealth Advisors LLC	16	16	0.42%	3.53%	4.05%	Q4 2019	Q3 2023	16
AVIANCE CAPITAL MANAGEMENT, LLC	15	1	0.00%	0.58%	0.80%	Q4 2013	Q1 2019	16
First National Bank of Mount Dora, Trust Investment Services	16	16	0.11%	0.18%	0.22%	Q1 2020	Q4 2023	16
Hubbell Strickland Wealth Management, LLC	14	2	0.17%	0.21%	0.36%	Q3 2019	Q3 2023	16
Benchmark Wealth Management, LLC	16	16	10.60%	16.02%	21.02%	Q4 2019	Q3 2023	16
TBH Global Asset Management, LLC	16	16	1.13%	2.54%	4.84%	Q4 2019	Q3 2023	16
IEQ CAPITAL, LLC	16	16	0.04%	0.17%	0.27%	Q4 2019	Q3 2023	16
Leelyn Smith, LLC	16	16	1.32%	1.73%	2.08%	Q4 2019	Q3 2023	16
TRANSCEND CAPITAL ADVISORS, LLC	16	16	0.06%	1.05%	1.70%	Q4 2019	Q3 2023	16
MBE Wealth Management, LLC	16	16	0.22%	0.46%	2.12%	Q4 2019	Q3 2023	16
Concert Wealth Management Inc.	9	7	0.06%	0.14%	0.45%	Q2 2013	Q2 2017	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.01%	0.13%	0.29%	Q4 2019	Q3 2023	16
Lehman & Derafelo Financial Resources LLC	13	3	0.04%	0.07%	0.12%	Q4 2018	Q4 2022	16
WMS Partners, LLC	9	7	0.09%	0.20%	0.36%	Q3 2019	Q3 2023	16
Miramar Capital, LLC	16	16	0.28%	0.50%	1.11%	Q4 2019	Q3 2023	16
Asset Allocation & Management Company, LLC	16	16	7.18%	10.00%	12.30%	Q4 2019	Q3 2023	16
Carlton Hofferkamp & Jenks Wealth Management, LLC	16	16	0.22%	0.33%	0.39%	Q4 2019	Q3 2023	16
HOWARD WEALTH MANAGEMENT, LLC	16	16	4.97%	6.65%	9.34%	Q4 2019	Q3 2023	16
Institute for Wealth Management, LLC.	10	3	0.04%	0.10%	0.31%	Q2 2017	Q3 2023	16
Pinkerton Retirement Specialists, LLC	16	16	0.02%	8.94%	13.59%	Q4 2014	Q3 2018	16
EP Wealth Advisors, LLC	16	16	0.02%	0.04%	0.07%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	0.28%	0.35%	0.50%	Q4 2019	Q3 2023	16
Seneca House Advisors	16	16	0.89%	4.11%	7.28%	Q4 2019	Q3 2023	16
Vigilare Wealth Management	16	16	0.21%	0.46%	1.34%	Q4 2019	Q3 2023	16
Newport Wealth Strategies, Inc.	16	16	0.16%	0.48%	1.08%	Q4 2017	Q3 2021	16
Chicago Partners Investment Group LLC	16	16	0.02%	0.04%	0.07%	Q4 2019	Q3 2023	16
Manning & Napier Group, LLC	16	16	0.00%	0.03%	0.05%	Q4 2019	Q3 2023	16
Circle Wealth Management, LLC	16	16	0.05%	0.20%	0.58%	Q4 2019	Q3 2023	16
Miracle Mile Advisors, LLC	14	1	0.02%	0.37%	1.10%	Q1 2015	Q3 2023	16
ADVANTAGE INVESTMENT MANAGEMENT, LLC	16	16	0.01%	0.12%	0.56%	Q4 2014	Q3 2018	16
Stone House Investment Management, LLC	12	1	0.01%	0.25%	0.62%	Q4 2016	Q3 2023	16
FAS Wealth Partners, Inc.	16	16	0.13%	0.19%	0.40%	Q4 2019	Q3 2023	16
B. Riley Wealth Management, Inc.	10	6	0.00%	0.05%	0.07%	Q1 2014	Q2 2022	16
Stonebridge Capital Advisors LLC	11	5	0.01%	0.10%	0.60%	Q2 2019	Q3 2023	16
Allen Capital Group, LLC	10	3	0.08%	0.51%	0.73%	Q4 2017	Q3 2023	16
CUE ADVISORY SERVICES, INC.	16	16	3.33%	3.58%	3.84%	Q4 2014	Q3 2018	16
Sugarloaf Wealth Management, LLC	16	16	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	16
Curtis Advisory Group, LLC	16	16	0.22%	0.31%	0.45%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.50%	1.63%	6.22%	Q4 2019	Q3 2023	16
Brick & Kyle, Associates	10	1	0.00%	0.11%	0.21%	Q4 2014	Q4 2019	15
tru Independence LLC	9	6	0.00%	0.43%	1.22%	Q4 2019	Q3 2023	15
OXFORD FINANCIAL GROUP, LTD. LLC	15	15	0.14%	0.18%	0.32%	Q1 2020	Q3 2023	15
WFG Advisors, LP	14	1	0.00%	0.03%	0.06%	Q2 2013	Q2 2017	15
ESL Trust Services, LLC	9	6	0.07%	0.12%	0.44%	Q4 2019	Q3 2023	15
HBW ADVISORY SERVICES LLC	14	1	0.59%	1.27%	1.94%	Q4 2019	Q3 2023	15
Rainier Group Investment Advisory LLC	13	2	1.10%	1.30%	1.53%	Q4 2016	Q3 2020	15
Compagnie Lombard Odier SCmA	14	1	0.00%	0.04%	0.07%	Q4 2013	Q4 2019	15
MSI Financial Services Inc	15	15	0.03%	0.49%	1.17%	Q2 2013	Q4 2016	15
Relyea Zuckerberg Hanson LLC	14	1	0.09%	0.26%	0.84%	Q4 2019	Q3 2023	15
J.W. COLE ADVISORS, INC.	8	7	0.11%	0.17%	0.44%	Q4 2019	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.18%	0.23%	0.34%	Q1 2020	Q3 2023	15
Wealth Alliance	15	15	0.05%	0.14%	0.34%	Q1 2020	Q3 2023	15
PFS INVESTMENTS INC.	15	15	0.04%	0.26%	1.41%	Q4 2017	Q2 2021	15
Stokes & Hubbell Capital Management, LLC	15	15	1.10%	3.53%	5.12%	Q3 2015	Q1 2019	15
NATIXIS	15	15	0.01%	0.04%	0.08%	Q4 2013	Q2 2017	15
MinichMacGregor Wealth Management, LLC	11	1	0.02%	0.03%	0.07%	Q1 2016	Q3 2023	15
CVA Family Office, LLC	15	15	0.07%	0.53%	0.84%	Q1 2020	Q3 2023	15
SENTINEL PENSION ADVISORS INC	15	15	0.10%	0.21%	0.35%	Q1 2020	Q3 2023	15
Texas Capital Bank Wealth Management Services Inc	15	15	0.08%	0.14%	0.18%	Q1 2020	Q3 2023	15
Gray Wealth Management Inc.	15	15	0.30%	0.40%	0.70%	Q1 2020	Q3 2023	15
Krilogy Financial LLC	9	1	0.01%	0.02%	0.03%	Q3 2015	Q4 2022	15
PacWest Financial Management Inc	15	15	0.16%	0.49%	0.63%	Q2 2013	Q4 2016	15
Petix & Botte Co	12	3	1.13%	2.12%	3.41%	Q4 2019	Q3 2023	15
Ziegler Capital Management, LLC	15	15	0.02%	0.04%	0.05%	Q1 2020	Q3 2023	15
Azimuth Capital Management LLC	14	1	0.02%	0.02%	0.04%	Q2 2016	Q1 2022	15
PACIFIC SUN FINANCIAL CORP	6	1	0.43%	0.82%	1.23%	Q1 2018	Q2 2023	15
Rosenberg Matthew Hamilton	15	15	0.54%	1.03%	1.51%	Q1 2020	Q3 2023	15
SWS Partners	5	1	0.96%	1.50%	2.00%	Q4 2017	Q3 2023	15
Nadler Financial Group, Inc.	8	1	0.04%	0.19%	0.87%	Q2 2013	Q2 2023	15
Summit Trail Advisors, LLC	10	2	0.01%	0.09%	0.19%	Q4 2017	Q2 2022	15
Wellspring Financial Advisors, LLC	15	15	1.05%	2.30%	3.29%	Q1 2020	Q3 2023	15
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	15	0.00%	0.06%	0.14%	Q1 2020	Q3 2023	15
BOYS ARNOLD & CO INC	15	15	0.04%	0.09%	0.12%	Q3 2016	Q1 2020	15
Clearstead Advisors, LLC	15	15	0.00%	0.02%	0.04%	Q1 2020	Q3 2023	15
Sand Hill Global Advisors, LLC	8	2	0.03%	0.43%	3.01%	Q1 2016	Q1 2020	15
Merriman Wealth Management, LLC	8	3	0.01%	0.92%	2.49%	Q2 2013	Q3 2023	15
Centerpoint Advisors, LLC	8	7	0.00%	0.01%	0.01%	Q3 2018	Q3 2023	15
Proficio Capital Partners LLC	15	15	0.04%	0.10%	0.22%	Q4 2015	Q2 2019	15
Thomasville National Bank	10	1	0.00%	0.03%	0.05%	Q1 2015	Q3 2023	15
Trek Financial, LLC	7	4	0.02%	0.03%	0.09%	Q1 2019	Q3 2023	15
Blume Capital Management, Inc.	15	15	0.02%	0.09%	0.22%	Q1 2020	Q3 2023	15
ASSOCIATED BANC-CORP	15	15	0.02%	0.16%	0.31%	Q1 2020	Q3 2023	15
D.B. Root & Company, LLC	15	15	0.17%	0.20%	0.22%	Q1 2018	Q3 2021	15
J. W. Coons Advisors, LLC	15	15	0.10%	0.16%	0.24%	Q1 2020	Q3 2023	15
NEW ENGLAND ASSET MANAGEMENT INC	15	15	0.09%	0.54%	2.30%	Q1 2020	Q3 2023	15
BerganKDV Wealth Management, LLC	14	1	0.00%	0.02%	0.02%	Q2 2018	Q2 2023	15
Private Wealth Advisors, Inc.	15	15	0.13%	0.22%	0.28%	Q2 2017	Q4 2020	15
HOLDERNESS INVESTMENTS CO	15	15	0.14%	0.24%	0.34%	Q1 2020	Q3 2023	15
SHINE INVESTMENT ADVISORY SERVICES INC	15	15	0.10%	0.24%	0.37%	Q1 2017	Q3 2020	15
Welch Group, LLC	15	15	0.02%	0.03%	0.04%	Q1 2020	Q3 2023	15
ALERUS FINANCIAL NA	15	15	0.03%	0.26%	0.42%	Q2 2016	Q4 2019	15
Retirement Group, LLC	14	1	0.06%	0.38%	0.64%	Q4 2019	Q3 2023	15
Altavista Wealth Management, Inc.	10	5	0.05%	0.23%	0.41%	Q1 2018	Q4 2021	15
Advisor Group, Inc.	15	15	0.28%	0.33%	0.40%	Q2 2016	Q4 2019	15
Principle Wealth Partners LLC	15	15	0.12%	1.29%	1.88%	Q1 2020	Q3 2023	15
D. SCOTT NEAL, INC.	15	15	0.24%	1.84%	6.30%	Q3 2016	Q1 2020	15
NORTHWEST INVESTMENT COUNSELORS, LLC	13	1	0.01%	0.07%	0.11%	Q3 2017	Q3 2023	15
Sage Advisory Services, Ltd.Co.	7	1	0.02%	0.12%	0.30%	Q1 2014	Q4 2019	15
NORTHSTAR WEALTH PARTNERS LLC	10	4	0.10%	0.58%	1.25%	Q1 2017	Q3 2020	14
Parkside Investments, LLC	10	1	0.04%	0.07%	0.15%	Q2 2017	Q2 2023	14
Rossmore Private Capital	14	14	0.07%	0.15%	0.17%	Q2 2020	Q3 2023	14
Quaker Wealth Management, LLC	8	6	2.99%	6.51%	7.93%	Q4 2019	Q3 2023	14
LBMC INVESTMENT ADVISORS, LLC	14	14	0.38%	0.85%	1.28%	Q2 2020	Q3 2023	14
West Branch Capital LLC	14	14	0.44%	0.52%	0.65%	Q2 2020	Q3 2023	14
Pathway Financial Advisors LLC	9	1	0.07%	0.13%	0.25%	Q4 2017	Q3 2022	14
MATRIX ASSET ADVISORS INC/NY	14	14	0.06%	0.42%	0.77%	Q2 2020	Q3 2023	14
Hall Kathryn A.	8	6	0.18%	1.43%	4.26%	Q3 2014	Q2 2021	14
Ellis Investment Partners, LLC	14	14	0.02%	0.03%	0.04%	Q2 2019	Q3 2022	14
Salomon & Ludwin, LLC	14	14	2.59%	3.94%	4.83%	Q2 2020	Q3 2023	14
IBERIABANK CORP	14	14	0.29%	0.62%	0.99%	Q1 2017	Q2 2020	14
SIMPLEX TRADING, LLC	5	1	0.00%	0.00%	0.02%	Q4 2014	Q3 2023	14
Human Investing LLC	14	14	0.39%	3.02%	5.41%	Q2 2020	Q3 2023	14
TWO SIGMA ADVISERS, LP	12	1	0.00%	0.02%	0.06%	Q2 2019	Q1 2023	14
Arkos Global Advisors	14	14	1.91%	2.72%	4.59%	Q2 2020	Q3 2023	14
LIBERTY WEALTH MANAGEMENT LLC	12	2	0.04%	0.09%	0.19%	Q4 2018	Q2 2023	14
Avidian Wealth Solutions, LLC	12	2	0.08%	0.16%	0.23%	Q2 2018	Q3 2023	14
PRIVATE CAPITAL MANAGEMENT LLC	13	1	0.08%	0.17%	0.25%	Q1 2019	Q3 2023	14
Gemmer Asset Management LLC	7	7	0.00%	0.01%	0.01%	Q3 2017	Q1 2022	14
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC	14	14	0.05%	0.09%	0.14%	Q3 2015	Q4 2018	14
Marcum Wealth, LLC	14	14	0.14%	0.34%	0.86%	Q2 2020	Q3 2023	14
Hayek Kallen Investment Management	8	6	0.64%	0.80%	0.91%	Q1 2020	Q3 2023	14
PETERSON WEALTH MANAGEMENT	14	14	0.90%	1.59%	2.59%	Q4 2019	Q1 2023	14
Keudell/Morrison Wealth Management	14	14	0.24%	3.25%	9.57%	Q2 2020	Q3 2023	14
AMG National Trust Bank	14	14	0.02%	0.18%	0.33%	Q2 2020	Q3 2023	14
Single Point Partners, LLC	7	1	0.15%	0.22%	0.34%	Q4 2019	Q3 2023	14
Hirtle Callaghan & Co LLC	6	2	0.00%	0.01%	0.03%	Q3 2013	Q3 2023	14
BALLAST ADVISORS LLC	14	14	0.02%	0.03%	0.04%	Q2 2020	Q3 2023	14
HERON FINANCIAL GROUP, LLC	12	2	3.73%	4.29%	4.90%	Q4 2019	Q2 2023	14
Coastline Trust Co	6	3	0.04%	0.07%	0.09%	Q2 2017	Q4 2022	14
Kerntke Otto McGlone Wealth Management Group	7	1	0.39%	2.25%	5.53%	Q4 2019	Q3 2023	14
BOK Financial Private Wealth, Inc.	10	4	0.12%	0.14%	0.16%	Q4 2018	Q3 2023	14
Prudent Man Advisors, LLC	14	14	0.90%	1.19%	1.59%	Q2 2020	Q3 2023	14
Platform Technology Partners	10	4	0.73%	1.04%	1.17%	Q1 2020	Q3 2023	14
Ellevest, Inc.	14	14	0.00%	0.01%	0.03%	Q4 2019	Q1 2023	14
FRANKLIN RESOURCES INC	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
DEARBORN PARTNERS LLC	14	14	0.34%	0.47%	0.52%	Q2 2013	Q3 2016	14
HAYS ADVISORY LLC	8	6	0.17%	0.44%	0.67%	Q3 2014	Q3 2018	14
COZAD ASSET MANAGEMENT INC	14	14	0.27%	0.30%	0.37%	Q2 2020	Q3 2023	14
MERITAGE PORTFOLIO MANAGEMENT	14	14	0.10%	0.17%	0.39%	Q2 2020	Q3 2023	14
DAVENPORT & Co LLC	12	1	0.00%	0.05%	0.14%	Q4 2019	Q3 2023	14
ROBERTS GLORE & CO INC /IL/	12	2	0.07%	0.09%	0.14%	Q4 2019	Q3 2023	14
PagnatoKarp Partners LLC	14	14	0.32%	0.62%	1.28%	Q4 2016	Q1 2020	14
Visionary Wealth Advisors	13	13	0.03%	0.04%	0.05%	Q3 2020	Q3 2023	13
Keel Point, LLC	11	2	0.03%	0.19%	0.40%	Q1 2016	Q4 2019	13
ALESCO ADVISORS LLC	13	13	0.01%	0.02%	0.04%	Q3 2020	Q3 2023	13
Pekin Hardy Strauss, Inc.	12	1	0.13%	0.26%	0.40%	Q4 2014	Q3 2023	13
Graypoint LLC	13	13	0.04%	0.16%	0.20%	Q3 2020	Q3 2023	13
Community Bank, N.A.	11	2	0.00%	0.01%	0.03%	Q4 2014	Q4 2022	13
Investors Capital Advisory Services	13	13	0.14%	0.20%	0.28%	Q2 2013	Q2 2016	13
Members Trust Co	8	1	0.01%	0.01%	0.01%	Q1 2017	Q3 2023	13
FIRST NATIONAL BANK OF OMAHA	12	1	0.01%	0.02%	0.06%	Q2 2014	Q3 2023	13
Heritage Trust Co	8	2	0.02%	0.03%	0.04%	Q1 2017	Q3 2022	13
Aviance Capital Partners, LLC	12	1	0.04%	0.05%	0.06%	Q4 2019	Q3 2023	13
Wealthspire Advisors, LLC	12	1	0.02%	0.11%	0.25%	Q1 2020	Q3 2023	13
Fort Sheridan Advisors LLC	11	2	0.11%	0.15%	0.20%	Q4 2019	Q3 2023	13
GeoWealth Management, LLC	12	1	0.04%	0.06%	0.10%	Q2 2020	Q3 2023	13
DAIDO LIFE INSURANCE CO	8	5	2.14%	4.25%	8.26%	Q4 2016	Q1 2020	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.11%	0.21%	0.26%	Q3 2020	Q3 2023	13
STEEL GROVE CAPITAL ADVISORS, LLC	13	13	0.03%	0.05%	0.10%	Q4 2015	Q4 2018	13
Private Advisory Group LLC	13	13	1.26%	1.78%	2.40%	Q3 2020	Q3 2023	13
Parasol Investment Management, LLC	13	13	0.04%	0.11%	0.16%	Q4 2013	Q4 2016	13
ALTFEST L J & CO INC	13	13	0.06%	0.11%	0.14%	Q3 2020	Q3 2023	13
YHB Investment Advisors, Inc.	13	13	0.05%	0.05%	0.06%	Q3 2020	Q3 2023	13
Core Wealth Advisors, Inc.	13	13	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	13
CLEAR INVESTMENT RESEARCH, LLC	12	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2023	13
Corient Capital Partners, LLC	12	1	0.05%	0.23%	1.54%	Q4 2018	Q3 2022	13
LOGAN CAPITAL MANAGEMENT INC	13	13	0.02%	0.07%	0.09%	Q3 2020	Q3 2023	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.07%	0.09%	0.15%	Q4 2018	Q4 2021	13
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	13	0.14%	0.26%	0.46%	Q3 2020	Q3 2023	13
Windsor Creek Advisors, LLC	13	13	0.57%	1.65%	4.66%	Q4 2018	Q4 2021	13
RHS Financial, LLC	13	13	0.19%	0.32%	0.44%	Q3 2020	Q3 2023	13
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	5	1	0.01%	0.22%	0.70%	Q4 2018	Q3 2023	13
Windsor Wealth Management, Inc.	13	13	0.06%	0.07%	0.09%	Q3 2020	Q3 2023	13
Transamerica Financial Advisors, Inc.	8	1	0.00%	0.03%	0.24%	Q1 2015	Q3 2023	13
Bell Rock Capital LLC	13	13	0.02%	0.03%	0.05%	Q4 2016	Q4 2019	13
Blue Fin Capital, Inc.	13	13	0.11%	0.12%	0.14%	Q3 2020	Q3 2023	13
INGALLS & SNYDER LLC	7	6	0.01%	0.01%	0.02%	Q2 2016	Q3 2023	13
Procyon Advisors, LLC	10	3	0.05%	1.70%	2.81%	Q4 2019	Q3 2023	13
N.E.W. Advisory Services LLC	13	13	0.07%	0.17%	0.19%	Q3 2020	Q3 2023	13
VISTA INVESTMENT MANAGEMENT	13	13	0.16%	0.50%	0.65%	Q3 2020	Q3 2023	13
Angeles Investment Advisors, LLC	13	13	0.04%	1.01%	1.68%	Q3 2020	Q3 2023	13
PACES FERRY WEALTH ADVISORS, LLC	13	13	0.48%	0.73%	0.87%	Q3 2020	Q3 2023	13
Bangor Savings Bank	7	6	0.01%	0.11%	0.36%	Q3 2013	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.05%	0.07%	0.08%	Q3 2020	Q3 2023	13
Horan Securities, Inc.	6	2	0.00%	0.03%	0.22%	Q2 2018	Q2 2023	13
Vestmark Advisory Solutions, Inc.	13	13	0.02%	0.11%	0.72%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.81%	1.01%	1.22%	Q3 2020	Q3 2023	13
CGN Advisors LLC	13	13	0.16%	0.32%	0.49%	Q4 2020	Q4 2023	13
Oxler Private Wealth LLC	12	12	0.00%	3.05%	4.44%	Q4 2020	Q3 2023	13
SAX WEALTH ADVISORS, LLC	12	12	0.07%	0.30%	0.80%	Q4 2020	Q3 2023	12
PRIO WEALTH LIMITED PARTNERSHIP	12	12	0.01%	0.02%	0.03%	Q3 2020	Q2 2023	12
EVERETT HARRIS & CO /CA/	12	12	0.01%	0.05%	0.07%	Q4 2020	Q3 2023	12
ARCADIA INVESTMENT MANAGEMENT CORP/MI	12	12	0.01%	0.04%	0.06%	Q4 2015	Q3 2018	12
ROOSEVELT INVESTMENT GROUP LLC	11	1	0.02%	0.10%	0.17%	Q4 2016	Q3 2022	12
MAI Capital Management	11	1	0.01%	0.03%	0.04%	Q2 2019	Q3 2023	12
SMITH CHAS P & ASSOCIATES PA CPAS	10	2	0.02%	0.03%	0.04%	Q4 2017	Q1 2023	12
VAN DEN BERG MANAGEMENT I, INC	12	12	0.27%	0.33%	0.39%	Q4 2020	Q3 2023	12
WEST BANCORPORATION INC	8	4	2.19%	3.32%	4.10%	Q4 2019	Q3 2023	12
RELIANCE TRUST CO	10	1	0.23%	6.91%	11.97%	Q1 2014	Q4 2018	12
Financial Engines Advisors L.L.C.	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Zuckerman Investment Group, LLC	12	12	0.05%	0.06%	0.07%	Q4 2020	Q3 2023	12
Brookmont Capital Management	8	4	0.09%	0.20%	0.26%	Q4 2016	Q4 2019	12
Autus Asset Management, LLC	7	2	0.02%	0.04%	0.08%	Q3 2018	Q4 2022	12
CapWealth Advisors, LLC	7	5	0.00%	0.01%	0.01%	Q3 2013	Q3 2016	12
Virtu Financial LLC	4	1	0.02%	0.17%	0.42%	Q4 2014	Q3 2023	12
Alerus Investment Advisors Corp	12	12	0.00%	0.40%	0.53%	Q2 2013	Q1 2016	12
HoyleCohen, LLC	12	12	0.02%	0.02%	0.03%	Q4 2020	Q3 2023	12
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	12	12	0.12%	0.13%	0.16%	Q1 2017	Q4 2019	12
RFG Advisory, LLC	12	12	0.02%	0.10%	0.16%	Q4 2020	Q3 2023	12
Colony Family Offices, LLC	12	12	0.50%	0.72%	1.02%	Q4 2020	Q3 2023	12
Zions Bancorporation	12	12	0.06%	0.19%	0.30%	Q1 2015	Q4 2017	12
Coco Enterprises, LLC	12	12	10.22%	19.22%	38.50%	Q4 2020	Q3 2023	12
Radnor Financial Advisors, LLC	12	12	0.78%	0.99%	1.64%	Q4 2019	Q3 2022	12
Aptus Capital Advisors, LLC	12	12	0.00%	0.03%	0.15%	Q4 2020	Q3 2023	12
Fortis Advisors, LLC	12	12	0.01%	0.09%	0.14%	Q3 2017	Q2 2020	12
RITHOLTZ WEALTH MANAGEMENT	10	2	0.02%	0.04%	0.14%	Q3 2020	Q3 2023	12
Global Financial Private Capital, Inc	12	12	0.00%	0.03%	0.08%	Q3 2017	Q2 2020	12
Csenge Advisory Group	7	2	0.02%	0.05%	0.16%	Q3 2019	Q3 2023	12
Berman Capital Advisors, LLC	12	12	0.03%	0.05%	0.06%	Q4 2018	Q3 2021	12
Smart Money Group LLC	12	12	0.96%	1.51%	2.76%	Q4 2017	Q3 2020	12
WealthShield Partners, LLC	4	1	0.04%	0.12%	0.22%	Q4 2017	Q3 2023	12
CreativeOne Wealth, LLC	11	1	0.04%	0.24%	0.43%	Q1 2020	Q3 2023	12
Facet Wealth, Inc.	12	12	0.01%	0.23%	0.62%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.12%	0.17%	0.22%	Q4 2020	Q3 2023	12
Personal Wealth Partners	6	1	0.10%	0.18%	0.32%	Q4 2018	Q1 2022	12
Grandview Asset Management LLC	6	1	0.23%	3.76%	6.17%	Q3 2019	Q3 2023	12
Waterfront Wealth Inc.	12	12	0.08%	0.12%	0.19%	Q4 2020	Q3 2023	12
Joseph P. Lucia & Associates, LLC	6	2	0.01%	0.01%	0.02%	Q1 2019	Q2 2022	12
1900 WEALTH MANAGEMENT LLC	12	12	0.15%	0.41%	0.72%	Q4 2020	Q3 2023	12
Venture Visionary Partners LLC	12	12	0.23%	1.08%	1.67%	Q4 2020	Q3 2023	12
Element Wealth, LLC	12	12	0.05%	0.07%	0.11%	Q4 2020	Q3 2023	12
Game Plan Financial Advisors, LLC	10	2	0.36%	0.47%	0.73%	Q4 2019	Q4 2022	12
Keebeck Wealth Management, LLC	11	1	0.03%	0.06%	0.08%	Q2 2020	Q3 2023	12
Citizens National Bank Trust Department	12	12	0.28%	0.52%	0.84%	Q4 2020	Q3 2023	12
Eudaimonia Partners, LLC	6	6	0.01%	0.05%	0.11%	Q4 2019	Q2 2023	12
Charter Oak Capital Management, LLC	12	12	0.03%	0.05%	0.07%	Q4 2020	Q3 2023	12
Annandale Capital, LLC	12	12	3.65%	6.27%	9.40%	Q4 2020	Q3 2023	12
ACT WEALTH MANAGEMENT, LLC	12	12	13.53%	14.51%	16.00%	Q4 2020	Q3 2023	12
NinePointTwo Capital LLC	12	12	3.47%	4.39%	5.13%	Q4 2020	Q3 2023	12
Cypress Point Wealth Management, LLC	12	12	1.33%	2.84%	4.97%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	0.59%	0.85%	1.34%	Q4 2020	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.03%	0.04%	0.04%	Q4 2020	Q3 2023	12
Founders Financial Alliance, LLC	11	1	0.01%	0.19%	0.26%	Q3 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	0.08%	0.30%	0.37%	Q4 2020	Q3 2023	12
Iron Horse Wealth Management, LLC	12	12	9.45%	10.70%	11.95%	Q4 2020	Q3 2023	12
MITCHELL & PAHL PRIVATE WEALTH, LLC	12	12	0.20%	0.22%	0.23%	Q4 2020	Q3 2023	12
Accel Wealth Management	12	12	1.93%	2.82%	3.95%	Q4 2020	Q3 2023	12
Oak Harvest Investment Services	12	12	1.45%	2.46%	3.95%	Q4 2020	Q3 2023	12
Clearview Wealth Advisors LLC	12	12	0.00%	0.45%	2.17%	Q4 2020	Q3 2023	12
Birchcreek Wealth Management, LLC	12	12	0.74%	0.88%	1.04%	Q4 2020	Q3 2023	12
Octavia Wealth Advisors, LLC	12	12	1.00%	3.43%	5.46%	Q4 2020	Q3 2023	12
MRA Advisory Group	12	12	0.14%	0.22%	0.32%	Q4 2020	Q3 2023	12
Newton One Investments LLC	12	12	0.14%	0.17%	0.20%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.06%	0.07%	0.11%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
Wealth Management Partners, LLC	12	12	2.49%	3.20%	3.79%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	0.56%	0.66%	0.77%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	0.03%	0.04%	0.06%	Q4 2020	Q3 2023	12
Curran Financial Partners, LLC	12	12	1.84%	4.13%	6.70%	Q4 2020	Q3 2023	12
DB Wealth Management Group, LLC	12	12	0.64%	0.71%	0.80%	Q4 2020	Q3 2023	12
Johnson Bixby & Associates, LLC	12	12	0.13%	0.24%	0.34%	Q4 2020	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	2.23%	2.82%	3.36%	Q4 2020	Q3 2023	12
Montis Financial, LLC	12	12	2.58%	11.86%	17.86%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	1.14%	1.93%	3.53%	Q4 2020	Q3 2023	12
Accretive Wealth Partners, LLC	12	12	2.72%	3.53%	4.04%	Q4 2020	Q3 2023	12
Wells Financial Advisors INC	12	12	2.06%	3.13%	5.14%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.09%	0.16%	0.20%	Q4 2020	Q3 2023	12
COLLECTIVE FAMILY OFFICE LLC	12	12	0.63%	0.77%	0.94%	Q4 2020	Q3 2023	12
ADE, LLC	12	12	0.38%	0.47%	0.57%	Q4 2020	Q3 2023	12
Sovereign Financial Group, Inc.	12	12	0.50%	1.01%	1.53%	Q4 2020	Q3 2023	12
Tacita Capital Inc	12	12	0.11%	0.13%	0.14%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.87%	2.28%	3.88%	Q4 2020	Q3 2023	12
Orion Capital Management LLC	12	12	1.77%	2.21%	2.79%	Q4 2020	Q3 2023	12
Weitzel Financial Services, Inc.	12	12	0.09%	0.18%	0.22%	Q4 2020	Q3 2023	12
Round Rock Advisors, LLC	12	12	10.06%	11.75%	14.18%	Q4 2020	Q3 2023	12
Alamar Capital Management, LLC	12	12	0.42%	0.79%	1.18%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.12%	0.14%	0.16%	Q4 2020	Q3 2023	12
CHILDRESS CAPITAL ADVISORS, LLC	12	12	1.67%	5.31%	9.28%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.06%	0.08%	0.10%	Q4 2020	Q3 2023	12
Mezzasalma Advisors, LLC	12	12	0.47%	0.55%	0.73%	Q4 2020	Q3 2023	12
Citizens Business Bank	12	12	0.48%	1.40%	2.63%	Q4 2020	Q3 2023	12
Southland Equity Partners LLC	12	12	0.49%	1.08%	1.55%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.03%	0.05%	Q2 2013	Q1 2016	12
GERMAN AMERICAN BANCORP, INC.	12	12	0.17%	0.38%	0.45%	Q4 2020	Q3 2023	12
MJP ASSOCIATES INC /ADV	12	12	0.73%	1.84%	2.54%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.13%	0.15%	0.20%	Q4 2018	Q3 2021	12
ZWJ INVESTMENT COUNSEL INC	11	1	0.02%	0.04%	0.06%	Q1 2017	Q3 2023	12
Summit Financial Wealth Advisors, LLC	11	11	0.07%	0.17%	0.23%	Q4 2015	Q2 2018	11
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	11	11	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	11
CT Financial Advisors LLC	10	1	0.22%	0.29%	0.50%	Q1 2014	Q1 2017	11
Benchmark Financial Wealth Advisors, LLC	11	11	3.45%	4.80%	7.51%	Q2 2020	Q4 2022	11
Fieldpoint Private Securities, LLC	8	3	0.00%	0.03%	0.14%	Q1 2018	Q2 2022	11
NAPLES GLOBAL ADVISORS, LLC	10	1	0.04%	0.04%	0.06%	Q3 2019	Q3 2023	11
JUNCTURE WEALTH STRATEGIES, LLC	11	11	0.15%	0.48%	0.77%	Q3 2016	Q1 2019	11
Summit Financial, LLC	11	11	0.04%	0.33%	0.50%	Q1 2021	Q3 2023	11
HC Advisors, LLC	11	11	0.14%	0.21%	0.30%	Q1 2021	Q3 2023	11
ENTERPRISE FINANCIAL SERVICES CORP	11	11	0.00%	0.02%	0.02%	Q4 2016	Q2 2019	11
Mayfair Advisory Group, LLC	11	11	0.34%	0.46%	0.54%	Q1 2021	Q3 2023	11
RIDGECREST WEALTH PARTNERS, LLC	11	11	0.23%	0.45%	0.57%	Q1 2021	Q3 2023	11
M. Kulyk & Associates, LLC	11	11	0.09%	0.13%	0.17%	Q1 2021	Q3 2023	11
Advisory Alpha, LLC	4	1	0.01%	0.04%	0.09%	Q1 2019	Q3 2023	11
MILES CAPITAL, INC.	11	11	0.87%	1.45%	1.79%	Q3 2017	Q1 2020	11
FULTON BANK, N.A.	11	11	0.01%	0.03%	0.05%	Q2 2021	Q4 2023	11
Altus Wealth Group LLC	10	1	0.07%	0.23%	0.30%	Q4 2020	Q3 2023	11
Benedetti & Gucer, Inc.	11	11	0.18%	0.26%	0.30%	Q1 2021	Q3 2023	11
Capital Directions Investment Advisors, LLC	5	1	0.00%	0.00%	0.01%	Q2 2017	Q2 2022	11
Barry Investment Advisors, LLC	11	11	0.14%	0.20%	0.24%	Q1 2021	Q3 2023	11
Spire Wealth Management	11	11	0.03%	0.07%	0.15%	Q1 2021	Q3 2023	11
Apollon Wealth Management, LLC	11	11	0.13%	0.21%	0.30%	Q1 2021	Q3 2023	11
Nachman Norwood & Parrott, Inc	11	11	0.16%	0.50%	0.88%	Q4 2018	Q2 2021	11
Fusion Capital, LLC	11	11	0.13%	0.21%	0.26%	Q1 2021	Q3 2023	11
Willingdon Wealth Management	11	11	0.02%	0.04%	0.05%	Q3 2017	Q1 2020	11
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	10	1	0.00%	1.12%	2.26%	Q4 2020	Q3 2023	11
Bard Financial Services, Inc.	11	11	0.26%	0.39%	0.69%	Q4 2020	Q2 2023	11
TrueWealth Advisors, LLC	11	11	0.12%	0.16%	0.19%	Q1 2021	Q3 2023	11
Centric Wealth Management	7	1	0.09%	0.14%	0.19%	Q1 2019	Q1 2022	11
Walkner Condon Financial Advisors LLC	11	11	0.11%	0.20%	0.29%	Q1 2021	Q3 2023	11
McClarren Financial Advisors, Inc.	6	5	0.64%	0.96%	1.51%	Q4 2020	Q3 2023	11
LifePro Asset Management	11	11	0.07%	0.40%	0.69%	Q1 2021	Q3 2023	11
MBA Advisors LLC	11	11	0.53%	0.65%	0.79%	Q1 2021	Q3 2023	11
Clear Harbor Asset Management, LLC	9	1	0.00%	0.43%	0.67%	Q4 2019	Q3 2023	11
Allegheny Financial Group LTD	10	1	0.15%	0.22%	0.26%	Q4 2020	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.57%	2.49%	5.49%	Q1 2019	Q3 2021	11
Financial Avengers, Inc.	11	11	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	11
HALBERT HARGROVE GLOBAL ADVISORS, LLC	11	11	0.03%	0.03%	0.05%	Q1 2021	Q3 2023	11
FIRST CITIZENS BANK & TRUST CO	9	2	0.01%	0.03%	0.05%	Q3 2019	Q3 2023	11
Thrive Capital Management, LLC	7	4	0.18%	2.70%	6.19%	Q4 2020	Q3 2023	11
Lindbrook Capital, LLC	8	1	0.00%	0.10%	0.15%	Q4 2018	Q3 2023	11
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	5	2	0.10%	0.15%	0.23%	Q4 2018	Q3 2023	11
DIMENSION CAPITAL MANAGEMENT LLC	8	3	0.35%	0.46%	0.78%	Q4 2017	Q3 2020	11
MONECO Advisors, LLC	11	11	0.08%	0.15%	0.28%	Q1 2021	Q3 2023	11
Alpha Omega Wealth Management LLC	11	11	0.01%	0.01%	0.01%	Q4 2016	Q2 2019	11
Tempus Wealth Planning, LLC	11	11	0.18%	1.00%	2.83%	Q1 2021	Q3 2023	11
Vivaldi Capital Management LP	10	1	0.04%	0.21%	0.88%	Q3 2017	Q2 2020	11
Ratio Wealth Group	9	2	4.67%	5.51%	6.10%	Q4 2020	Q3 2023	11
AdvicePeriod, LLC	9	2	0.03%	0.05%	0.12%	Q4 2017	Q2 2021	11
TRADITION CAPITAL MANAGEMENT LLC	8	3	0.07%	0.27%	0.47%	Q1 2016	Q1 2019	11
LifePlan Financial Group, Inc	11	11	0.08%	0.16%	0.19%	Q1 2018	Q3 2020	11
Ferris Capital, LLC	5	1	0.04%	0.05%	0.06%	Q2 2017	Q1 2022	11
Sumitomo Mitsui Trust Holdings, Inc.	10	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2022	11
Essex Private Wealth Management, LLC	6	5	0.22%	2.48%	5.70%	Q4 2019	Q4 2022	11
New England Private Wealth Advisors LLC	11	11	0.35%	0.97%	1.80%	Q1 2021	Q3 2023	11
Fernwood Investment Management, LLC	11	11	0.08%	0.09%	0.11%	Q1 2021	Q3 2023	11
Southern Farm Bureau Life Insurance	11	11	1.35%	2.37%	3.66%	Q1 2021	Q3 2023	11
GILL CAPITAL PARTNERS, LLC	10	1	0.10%	0.14%	0.17%	Q3 2020	Q2 2023	11
WADE G W & INC	11	11	0.02%	0.03%	0.05%	Q1 2021	Q3 2023	11
GHP Investment Advisors, Inc.	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
Zhang Financial LLC	7	4	0.13%	0.85%	1.97%	Q4 2020	Q3 2023	11
Capital Advisors Wealth Management, LLC	11	11	1.87%	3.74%	4.48%	Q1 2021	Q3 2023	11
Mraz, Amerine & Associates, Inc.	11	11	0.31%	0.41%	0.45%	Q1 2021	Q3 2023	11
HYA Advisors, Inc	11	11	0.96%	1.51%	1.94%	Q4 2019	Q2 2022	11
PrairieView Partners, LLC	11	11	0.00%	0.01%	0.05%	Q1 2021	Q3 2023	11
Wind River Trust Co	11	11	0.02%	0.02%	0.03%	Q4 2012	Q2 2015	11
Hoxton Financial, Inc.	10	1	0.10%	0.55%	0.98%	Q2 2013	Q1 2016	11
Elmwood Wealth Management, Inc.	6	1	0.00%	0.01%	0.04%	Q2 2018	Q4 2021	11
MA Private Wealth	6	1	0.04%	0.38%	1.42%	Q4 2018	Q1 2022	11
IAG Wealth Partners, LLC	7	4	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	11
SP Asset Management	9	1	0.14%	0.16%	0.20%	Q1 2020	Q3 2022	10
SHELTON CAPITAL MANAGEMENT	8	2	0.02%	0.02%	0.03%	Q3 2015	Q1 2018	10
Wagner Wealth Management, LLC	4	2	0.01%	1.24%	3.54%	Q4 2017	Q3 2022	10
Sageworth Trust Co	5	1	0.00%	0.32%	1.58%	Q1 2019	Q3 2023	10
Huber Financial Advisors, LLC	10	10	0.14%	0.27%	0.47%	Q4 2017	Q1 2020	10
Capital Asset Advisory Services LLC	9	1	0.01%	0.94%	2.34%	Q4 2015	Q4 2020	10
PSI Advisors, LLC	9	1	0.02%	0.07%	0.11%	Q4 2019	Q3 2023	10
BOENNING & SCATTERGOOD, INC.	10	10	0.05%	0.12%	0.18%	Q3 2020	Q4 2022	10
PRW Wealth Management LLC	5	1	0.11%	1.26%	2.74%	Q4 2018	Q3 2023	10
ARQ WEALTH ADVISORS, LLC	9	1	0.47%	0.96%	1.93%	Q2 2020	Q2 2023	10
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	10	10	0.02%	0.03%	0.03%	Q2 2021	Q3 2023	10
FORT PITT CAPITAL GROUP, LLC	10	10	0.02%	0.17%	0.42%	Q3 2019	Q4 2021	10
Miller Investment Management, LP	8	1	0.04%	0.74%	1.92%	Q2 2013	Q2 2021	10
Lucia Wealth Services, LLC	7	3	0.00%	0.01%	0.01%	Q1 2018	Q3 2020	10
CITY NATIONAL BANK	10	10	0.01%	0.03%	0.12%	Q2 2013	Q3 2015	10
SMITH, MOORE & CO.	7	3	0.05%	0.12%	0.18%	Q2 2019	Q3 2023	10
Summit X, LLC	4	2	0.06%	0.10%	0.18%	Q1 2018	Q3 2023	10
Cognios Capital, LLC	10	10	0.08%	0.10%	0.13%	Q2 2016	Q3 2018	10
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10	10	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	10
WEIK CAPITAL MANAGEMENT	10	10	0.10%	0.12%	0.16%	Q2 2021	Q3 2023	10
Newbridge Financial Services Group, Inc.	10	10	0.01%	0.03%	0.05%	Q2 2021	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.16%	5.40%	12.10%	Q4 2020	Q1 2023	10
Blue Barn Wealth, LLC	10	10	1.65%	2.16%	3.40%	Q2 2021	Q3 2023	10
Alaska Wealth Advisors	10	10	0.05%	0.17%	0.26%	Q4 2017	Q1 2020	10
Capital Investment Advisors, LLC	9	1	0.01%	0.01%	0.03%	Q4 2018	Q4 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.01%	0.03%	Q1 2021	Q3 2023	10
People's United Financial, Inc.	6	4	0.00%	0.01%	0.01%	Q4 2014	Q3 2021	10
Titus Wealth Management	6	4	0.12%	0.24%	0.34%	Q1 2019	Q2 2022	10
TUCKER ASSET MANAGEMENT LLC	9	1	0.01%	0.05%	0.12%	Q1 2021	Q3 2023	10
InterOcean Capital, LLC	10	10	0.03%	0.04%	0.06%	Q3 2017	Q4 2019	10
HighMark Wealth Management LLC	10	10	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	10
Lloyd Advisory Services, LLC.	10	10	0.01%	0.22%	2.00%	Q4 2019	Q1 2022	10
Fortress Wealth Group, LLC	10	10	0.18%	1.36%	7.07%	Q2 2021	Q3 2023	10
ACAS, LLC	6	4	0.27%	0.33%	0.38%	Q1 2021	Q3 2023	10
Castleview Partners, LLC	8	1	0.01%	0.44%	3.42%	Q1 2018	Q3 2023	10
EMFO, LLC	10	10	0.28%	0.30%	0.33%	Q2 2021	Q3 2023	10
Rollins Financial	8	2	0.16%	0.69%	1.37%	Q1 2021	Q3 2023	10
VISTA CAPITAL PARTNERS, INC.	10	10	0.05%	0.05%	0.06%	Q2 2021	Q3 2023	10
SWMG, LLC	6	4	0.14%	0.16%	0.19%	Q4 2020	Q2 2023	10
Twin Lakes Capital Management, LLC	5	5	0.04%	0.05%	0.06%	Q1 2021	Q3 2023	10
Safeguard Investment Advisory Group, LLC	10	10	0.11%	0.24%	0.33%	Q4 2020	Q1 2023	10
Continuum Advisory, LLC	10	10	0.09%	0.11%	0.16%	Q2 2021	Q3 2023	10
Brand Asset Management Group, Inc.	8	2	0.00%	0.02%	0.04%	Q2 2018	Q1 2021	10
Baker Avenue Asset Management, LP	5	5	0.01%	0.09%	0.23%	Q4 2017	Q3 2023	10
GRANDFIELD & DODD, LLC	6	4	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	10
Highwater Wealth Management, LLC	6	4	0.90%	2.35%	4.23%	Q3 2016	Q3 2019	10
Advisor Resource Council	10	10	0.16%	0.50%	1.29%	Q2 2021	Q3 2023	10
Fullen Financial Group	10	10	0.14%	0.15%	0.16%	Q4 2020	Q1 2023	10
Apella Capital, LLC	7	3	0.04%	0.06%	0.08%	Q2 2021	Q4 2023	10
Curbstone Financial Management Corp	10	10	0.09%	0.10%	0.12%	Q3 2021	Q4 2023	10
Freestone Capital Holdings, LLC	5	1	0.00%	0.03%	0.18%	Q4 2018	Q3 2023	10
CALTON & ASSOCIATES, INC.	10	10	0.07%	0.13%	0.20%	Q4 2017	Q1 2020	10
HARBOUR INVESTMENTS, INC.	6	4	0.17%	0.21%	0.27%	Q1 2021	Q3 2023	10
Allegis Investment Advisors, LLC	10	10	0.21%	2.02%	3.97%	Q4 2015	Q1 2018	10
HC FINANCIAL ADVISORS INC	10	10	0.00%	0.31%	0.55%	Q1 2020	Q2 2022	10
Tarbox Family Office, Inc.	8	1	0.02%	0.11%	0.81%	Q4 2013	Q1 2020	10
Rosenbaum Jay D.	7	3	0.02%	0.18%	0.55%	Q4 2014	Q2 2017	10
TRUEWEALTH LLC	10	10	0.04%	0.15%	0.29%	Q1 2018	Q2 2020	10
Fluent Financial, LLC	10	10	0.11%	0.13%	0.17%	Q2 2021	Q3 2023	10
Antonetti Capital Management LLC	9	1	0.00%	0.01%	0.02%	Q2 2010	Q3 2023	10
Maltin Wealth Management, Inc.	10	10	0.14%	0.29%	0.38%	Q2 2021	Q3 2023	10
Hefty Wealth Partners	10	10	0.57%	1.10%	1.68%	Q4 2015	Q1 2018	10
BEAM WEALTH ADVISORS, INC.	10	10	0.18%	0.24%	0.42%	Q2 2021	Q3 2023	10
Laird Norton Wetherby Trust Company, LLC	10	10	0.03%	0.08%	0.17%	Q4 2020	Q1 2023	10
RMB Capital Management, LLC	6	4	0.01%	0.03%	0.07%	Q2 2017	Q3 2023	10
Sage Financial Management Group, Inc.	6	1	3.70%	4.93%	6.83%	Q4 2020	Q3 2023	10
Trinity Legacy Partners, LLC	10	10	0.37%	0.52%	0.65%	Q2 2021	Q3 2023	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.46%	0.90%	1.41%	Q4 2020	Q3 2023	10
United Asset Strategies, Inc.	9	9	0.03%	0.04%	0.04%	Q3 2021	Q3 2023	9
Marshall Financial Group LLC	9	9	0.11%	0.15%	0.20%	Q4 2020	Q4 2022	9
Evolution Wealth Advisors, LLC	9	9	0.05%	0.14%	0.26%	Q2 2020	Q2 2022	9
Opes Advisors Inc	9	9	0.88%	1.20%	1.63%	Q4 2016	Q4 2018	9
Stonebridge Financial Planning Group, LLC	9	9	0.05%	0.10%	0.16%	Q4 2019	Q4 2021	9
Gradient Capital Advisors, LLC	9	9	0.11%	0.21%	0.28%	Q3 2021	Q3 2023	9
Laidlaw Wealth Management LLC	8	1	0.14%	0.53%	0.72%	Q4 2020	Q3 2023	9
Portfolio Solutions, LLC	9	9	0.05%	0.06%	0.06%	Q3 2016	Q3 2018	9
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5	1	0.01%	0.03%	0.13%	Q2 2019	Q3 2023	9
Independent Wealth Network Inc.	9	9	0.72%	0.90%	0.99%	Q3 2021	Q3 2023	9
VSR Financial Services, Inc.	4	2	0.04%	0.09%	0.34%	Q2 2013	Q2 2016	9
Brown Advisory Securities, LLC	5	1	0.03%	0.22%	0.58%	Q2 2013	Q2 2022	9
FLOW TRADERS U.S. LLC	3	1	0.00%	0.10%	0.22%	Q3 2016	Q3 2023	9
Sara-Bay Financial	7	2	0.08%	0.13%	0.24%	Q2 2021	Q3 2023	9
Agate Pass Investment Management, LLC	9	9	0.20%	0.24%	0.28%	Q4 2021	Q4 2023	9
Minot Wealth Management LLC	8	1	0.07%	0.16%	0.25%	Q4 2019	Q2 2022	9
Arden Trust Co	5	4	0.02%	0.05%	0.10%	Q2 2019	Q4 2023	9
LOWE BROCKENBROUGH & CO INC	7	1	0.02%	0.03%	0.04%	Q2 2018	Q4 2022	9
OptiFour Integrated Wealth Management, LLC	9	9	0.22%	0.24%	0.27%	Q4 2017	Q4 2019	9
CAHABA WEALTH MANAGEMENT, INC.	9	9	0.05%	0.06%	0.07%	Q3 2021	Q3 2023	9
Bedel Financial Consulting, Inc.	9	9	0.03%	0.05%	0.07%	Q1 2018	Q1 2020	9
Select Asset Management & Trust	9	9	0.30%	0.47%	0.86%	Q4 2020	Q4 2022	9
WoodTrust Financial Corp	9	9	0.06%	0.09%	0.12%	Q3 2021	Q3 2023	9
Bay Harbor Wealth Management, LLC	5	1	0.00%	0.03%	0.12%	Q4 2018	Q2 2023	9
Clarity Wealth Advisors, LLC	6	3	0.12%	1.28%	4.73%	Q4 2019	Q3 2023	9
Hilltop Holdings Inc.	9	9	0.09%	0.10%	0.13%	Q1 2018	Q1 2020	9
STOCK YARDS BANK & TRUST CO	9	9	0.02%	0.14%	0.21%	Q3 2021	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	0.23%	0.37%	0.71%	Q3 2021	Q3 2023	9
INVESTMENT HOUSE LLC	7	2	0.08%	0.32%	1.25%	Q2 2013	Q4 2022	9
PFG Private Wealth Management, LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Berger Financial Group, Inc	9	9	0.03%	0.03%	0.04%	Q2 2021	Q2 2023	9
FIFTH THIRD SECURITIES, INC.	9	9	0.04%	0.27%	1.94%	Q3 2021	Q3 2023	9
Running Point Capital Advisors, LLC	5	4	0.01%	0.09%	0.20%	Q4 2020	Q3 2023	9
Lenox Wealth Advisors, LLC	8	1	0.00%	0.19%	0.43%	Q4 2019	Q1 2022	9
Port Capital LLC	9	9	0.03%	0.10%	0.16%	Q4 2017	Q4 2019	9
HRT FINANCIAL LP	3	1	0.01%	0.10%	0.43%	Q2 2017	Q3 2023	9
Aurora Private Wealth, Inc.	9	9	0.07%	0.19%	0.32%	Q3 2021	Q3 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.06%	0.14%	0.19%	Q3 2021	Q3 2023	9
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	7	1	0.01%	0.01%	0.02%	Q4 2015	Q2 2020	9
Sandbox Financial Partners, LLC	9	9	0.21%	0.25%	0.28%	Q3 2021	Q3 2023	9
DUBUQUE BANK & TRUST CO	2	1	0.00%	0.06%	0.19%	Q1 2015	Q3 2023	9
Bruderman Asset Management, LLC	5	1	0.01%	0.01%	0.02%	Q2 2016	Q1 2019	9
Partnervest Advisory Services LLC	5	4	0.00%	0.13%	0.26%	Q3 2013	Q4 2016	9
Kowal Investment Group, LLC	8	1	0.06%	0.10%	0.16%	Q4 2020	Q1 2023	9
BOSTON ADVISORS LLC	9	9	0.01%	0.01%	0.01%	Q3 2017	Q3 2019	9
Veery Capital, LLC	9	9	0.12%	0.15%	0.21%	Q3 2021	Q3 2023	9
PARAMETRIC PORTFOLIO ASSOCIATES LLC	8	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2022	9
Allianz Asset Management GmbH	5	1	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	9
GROUP ONE TRADING, L.P.	5	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2022	9
DOWLING & YAHNKE LLC	7	2	0.02%	0.02%	0.02%	Q3 2017	Q4 2019	9
TNF LLC	9	9	0.15%	0.17%	0.19%	Q3 2021	Q3 2023	9
Madrona Financial Services, LLC	9	9	0.13%	0.16%	0.18%	Q3 2021	Q3 2023	9
Eagle Ridge Investment Management	6	1	0.04%	0.06%	0.13%	Q2 2015	Q3 2020	9
FormulaFolio Investments, LLC	6	3	0.00%	0.02%	0.09%	Q1 2019	Q2 2021	9
LFA - Lugano Financial Advisors SA	5	4	0.03%	0.04%	0.06%	Q2 2018	Q3 2020	9
US FINANCIAL ADVISORS, LLC	5	2	0.04%	0.11%	0.37%	Q4 2014	Q2 2023	9
Signature Wealth Management Group	9	9	0.39%	0.45%	0.48%	Q4 2017	Q4 2019	9
EDMOND DE ROTHSCHILD HOLDING S.A.	9	9	0.00%	0.01%	0.01%	Q2 2015	Q2 2017	9
Dentgroup LLC	9	9	0.56%	1.09%	1.40%	Q4 2021	Q4 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.14%	0.30%	0.86%	Q4 2019	Q3 2023	9
Howard Capital Management Inc.	9	9	0.08%	0.14%	0.25%	Q2 2019	Q2 2021	9
McAlister, Sweet & Associates, Inc.	9	9	0.53%	4.34%	16.44%	Q4 2021	Q4 2023	9
Destination Wealth Management	4	2	0.00%	0.01%	0.03%	Q4 2018	Q3 2023	9
Hoover Financial Advisors, Inc.	5	1	0.02%	0.18%	0.43%	Q4 2018	Q2 2021	9
SNS Financial Group, LLC	4	1	0.02%	0.03%	0.06%	Q2 2018	Q3 2023	9
Hofer & Associates. Inc	8	8	3.60%	3.92%	4.37%	Q4 2021	Q3 2023	8
Apeiron RIA LLC	8	8	0.38%	4.86%	7.26%	Q4 2021	Q3 2023	8
HARVEST VOLATILITY MANAGEMENT LLC	3	2	0.02%	0.13%	0.22%	Q4 2020	Q2 2023	8
WADDELL & ASSOCIATES, LLC	8	8	0.06%	0.08%	0.09%	Q2 2021	Q1 2023	8
MACQUARIE GROUP LTD	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Red Door Wealth Management, LLC	6	2	0.05%	0.28%	0.40%	Q1 2021	Q3 2023	8
Private Vista, LLC	8	8	0.05%	0.06%	0.07%	Q1 2018	Q4 2019	8
WASHINGTON TRUST BANK	7	1	0.00%	0.02%	0.07%	Q4 2014	Q1 2017	8
DAVIDSON & GARRARD INC	8	8	0.05%	0.17%	0.24%	Q4 2015	Q3 2017	8
HIGHLAND CAPITAL MANAGEMENT, LLC	4	2	0.00%	0.01%	0.03%	Q2 2015	Q3 2023	8
Bell Bank	7	1	0.05%	4.60%	7.18%	Q4 2019	Q3 2023	8
Kinsale Capital Group, Inc.	8	8	21.14%	32.12%	38.57%	Q4 2021	Q3 2023	8
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	4	2	0.00%	0.02%	0.05%	Q4 2015	Q2 2018	8
DAVIDSON INVESTMENT ADVISORS	8	8	0.08%	0.31%	0.46%	Q2 2021	Q1 2023	8
WESTWOOD HOLDINGS GROUP INC	4	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2023	8
ASPIRIANT HOLDINGS S3, LLC	8	8	0.17%	1.13%	1.86%	Q1 2014	Q4 2015	8
RNC CAPITAL MANAGEMENT LLC	6	1	0.01%	0.06%	0.26%	Q4 2018	Q4 2022	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.03%	0.05%	0.12%	Q2 2013	Q1 2015	8
Ally Financial Inc.	7	1	2.13%	9.73%	14.94%	Q3 2020	Q3 2023	8
NVWM, LLC	7	1	0.09%	0.10%	0.12%	Q1 2018	Q1 2020	8
WRAPMANAGER INC	8	8	0.12%	0.19%	0.48%	Q1 2016	Q4 2017	8
PFS Partners, LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
Morton Capital Management LLC/CA	8	8	0.27%	0.35%	0.46%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.44%	0.85%	1.09%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.32%	0.74%	1.36%	Q4 2021	Q3 2023	8
Future Financial Wealth Managment LLC	8	8	0.38%	0.50%	0.59%	Q4 2020	Q3 2022	8
ETFIDEA, LLC	8	8	2.37%	2.59%	2.82%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	8
Wolf Group Capital Advisors	8	8	0.07%	0.15%	0.17%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	1.53%	1.72%	1.94%	Q4 2021	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	0.37%	0.58%	0.74%	Q4 2021	Q3 2023	8
Sage Investment Advisers LLC	8	8	1.15%	1.82%	2.90%	Q4 2021	Q3 2023	8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	8	8	9.04%	10.91%	12.06%	Q4 2021	Q3 2023	8
DHK Financial Advisors, Inc.	8	8	0.72%	0.89%	1.21%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	1.62%	1.80%	2.16%	Q1 2017	Q4 2018	8
MAYPORT, LLC	8	8	0.18%	0.22%	0.26%	Q4 2021	Q3 2023	8
Strengthening Families & Communities, LLC	8	8	0.51%	1.10%	1.45%	Q4 2021	Q3 2023	8
High Net Worth Advisory Group LLC	6	2	2.62%	3.05%	3.30%	Q4 2021	Q4 2023	8
Montz Harcus Wealth Management LLC	8	8	3.94%	4.73%	5.66%	Q4 2021	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.15%	0.21%	0.30%	Q4 2021	Q3 2023	8
Armbruster Capital Management, Inc.	8	8	0.06%	0.21%	0.40%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.00%	0.03%	0.04%	Q4 2021	Q3 2023	8
Aspire Wealth Management Corp	8	8	0.30%	0.33%	0.36%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	1.04%	1.29%	1.55%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.21%	0.29%	0.37%	Q4 2021	Q3 2023	8
Resurgent Financial Advisors LLC	8	8	0.27%	0.37%	0.43%	Q4 2021	Q3 2023	8
Richwood Investment Advisors, LLC	8	8	0.74%	0.77%	0.81%	Q4 2021	Q3 2023	8
Vantage Financial Partners, LLC	8	8	0.10%	0.17%	0.26%	Q4 2021	Q3 2023	8
Financial Futures Ltd Liability Co.	8	8	0.27%	0.33%	0.40%	Q4 2021	Q3 2023	8
RPg Family Wealth Advisory, LLC	8	8	0.05%	0.06%	0.06%	Q1 2019	Q4 2020	8
Ulland Investment Advisors, LLC	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
ETF Store, Inc.	8	8	0.31%	0.41%	0.45%	Q4 2021	Q3 2023	8
O'ROURKE & COMPANY, Inc	8	8	0.38%	0.58%	0.70%	Q4 2021	Q3 2023	8
Byrne Asset Management LLC	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.04%	0.09%	0.12%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.01%	0.03%	0.08%	Q4 2021	Q3 2023	8
G2 CAPITAL MANAGEMENT, LLC / OH	8	8	0.50%	2.02%	3.52%	Q4 2021	Q3 2023	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	11.29%	13.02%	14.94%	Q4 2021	Q3 2023	8
City State Bank	8	8	1.57%	2.29%	2.80%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	0.82%	0.93%	1.05%	Q3 2021	Q3 2023	8
REDMONT WEALTH ADVISORS LLC	8	8	1.09%	2.15%	2.91%	Q4 2021	Q3 2023	8
Confluence Wealth Services, Inc.	8	8	0.07%	0.13%	0.18%	Q4 2021	Q3 2023	8
LAKE STREET ADVISORS GROUP, LLC	8	8	0.28%	0.34%	0.41%	Q4 2021	Q3 2023	8
DRAVO BAY LLC	8	8	0.21%	0.24%	0.30%	Q4 2021	Q3 2023	8
Joseph Group Capital Management	8	8	0.74%	0.90%	1.09%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	6.40%	6.85%	7.49%	Q4 2021	Q3 2023	8
Fingerlakes Wealth Management, Inc.	8	8	0.72%	0.83%	0.96%	Q4 2021	Q3 2023	8
Francis Financial, Inc.	6	2	6.27%	9.79%	14.18%	Q4 2017	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.11%	0.15%	0.19%	Q4 2021	Q3 2023	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.12%	1.76%	4.63%	Q4 2021	Q3 2023	8
Covestor Ltd	8	8	0.00%	0.28%	0.49%	Q4 2021	Q3 2023	8
WEALTHSPAN PARTNERS, LLC	8	8	0.46%	2.11%	3.28%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	22.75%	28.46%	32.73%	Q4 2021	Q3 2023	8
Sweet Financial Partners, LLC	8	8	0.05%	0.07%	0.10%	Q4 2021	Q3 2023	8
SFG Wealth Management, LLC.	8	8	0.25%	0.46%	0.61%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.88%	2.29%	3.34%	Q4 2021	Q3 2023	8
Allie Family Office LLC	8	8	0.42%	0.85%	1.31%	Q4 2021	Q3 2023	8
YARGER WEALTH STRATEGIES, LLC	8	8	0.79%	1.70%	3.01%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	0.08%	0.11%	0.13%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.16%	0.23%	0.27%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Darrow Company, Inc.	8	8	7.67%	8.53%	9.44%	Q4 2021	Q3 2023	8
BLODGETT WEALTH ADVISORS, LLC	8	8	0.18%	0.23%	0.28%	Q4 2021	Q3 2023	8
Western Pacific Wealth Management, LP	8	8	0.67%	2.83%	3.54%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	0.92%	0.98%	1.05%	Q4 2021	Q3 2023	8
Evolution Advisers, Inc.	8	8	0.14%	0.15%	0.16%	Q4 2021	Q3 2023	8
WMG Financial Advisors, LLC	8	8	0.18%	0.21%	0.24%	Q4 2021	Q3 2023	8
Bowman & Co S.C.	8	8	1.55%	2.19%	2.64%	Q4 2021	Q3 2023	8
Anson Capital, Inc.	8	8	1.15%	1.40%	1.81%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	3.39%	3.88%	4.25%	Q4 2021	Q3 2023	8
RETIREMENT INCOME SOLUTIONS, INC	8	8	0.07%	0.14%	0.36%	Q4 2021	Q3 2023	8
Scott Capital Advisors, LLC	8	8	0.44%	0.65%	0.78%	Q4 2021	Q3 2023	8
Waypoint Capital Advisors, LLC	8	8	0.12%	0.30%	0.53%	Q4 2021	Q3 2023	8
EUDAIMONIA ADVISORS LLC	8	8	0.42%	0.44%	0.48%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.02%	0.10%	0.19%	Q4 2021	Q3 2023	8
Cassady Schiller Wealth Management, LLC	8	8	0.25%	0.30%	0.37%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.17%	0.24%	0.30%	Q4 2021	Q3 2023	8
Long Run Wealth Advisors, LLC	8	8	3.38%	3.96%	4.46%	Q4 2021	Q3 2023	8
Sequoia Wealth Management, LLC	8	8	0.21%	0.54%	1.49%	Q4 2017	Q3 2019	8
NORTHCAPE WEALTH MANAGEMENT, LLC	8	8	0.39%	0.48%	0.60%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.64%	0.96%	1.41%	Q4 2021	Q3 2023	8
WealthStone, Inc.	8	8	0.19%	1.17%	2.19%	Q2 2019	Q1 2021	8
Washington Trust Advisors, Inc.	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	0.37%	0.40%	0.43%	Q4 2021	Q3 2023	8
Collaborative Wealth Managment Inc.	6	1	0.74%	1.12%	1.28%	Q1 2021	Q3 2023	8
Badgley Phelps Wealth Managers, LLC	8	8	0.01%	0.04%	0.08%	Q4 2021	Q3 2023	8
Helen Stephens Group, LLC	8	8	0.16%	0.19%	0.26%	Q4 2021	Q3 2023	8
Secrest Blakey & Associates, LLC	8	8	2.76%	4.25%	4.95%	Q4 2017	Q3 2019	8
Schubert & Co	8	8	0.79%	1.21%	1.89%	Q4 2021	Q3 2023	8
MBB PUBLIC MARKETS I LLC	8	8	0.02%	0.06%	0.11%	Q4 2021	Q3 2023	8
Twelve Points Wealth Management LLC	8	8	0.16%	0.23%	0.39%	Q4 2021	Q3 2023	8
Treynor Bancshares, Inc.	8	8	0.17%	0.26%	0.35%	Q4 2021	Q3 2023	8
Gordian Capital Singapore Pte Ltd	8	8	0.00%	0.05%	0.23%	Q4 2021	Q3 2023	8
Burleson & Company, LLC	8	8	0.00%	0.00%	0.01%	Q1 2021	Q4 2022	8
FourThought Financial, LLC	8	8	0.00%	0.04%	0.10%	Q4 2020	Q3 2022	8
RED CEDAR INVESTMENT MANAGEMENT, LLC	8	8	3.52%	5.95%	7.13%	Q3 2018	Q2 2020	8
Everhart Financial Group, Inc.	8	8	0.20%	0.33%	0.43%	Q3 2021	Q2 2023	8
Advance Capital Management, Inc.	8	8	0.05%	0.09%	0.15%	Q4 2021	Q3 2023	8
NORWOOD FINANCIAL CORP	8	8	0.90%	0.96%	1.01%	Q4 2021	Q3 2023	8
UMB Bank, n.a.	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Taylor & Morgan Wealth Management, LLC	8	8	0.53%	0.96%	1.51%	Q4 2021	Q3 2023	8
CAPITAL ONE FINANCIAL CORP	8	8	0.06%	0.12%	0.31%	Q1 2020	Q4 2021	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Dougherty Wealth Advisers LLC	4	1	0.00%	1.83%	4.31%	Q4 2018	Q3 2023	8
KilterHowling LLC	8	8	0.18%	0.39%	0.49%	Q4 2021	Q3 2023	8
Hamilton Wealth, LLC	8	8	0.10%	4.23%	6.43%	Q4 2020	Q3 2022	8
Horizon Kinetics	8	8	0.00%	0.01%	0.01%	Q4 2014	Q3 2016	8
Baldrige Asset Management LLC	8	8	0.03%	0.04%	0.08%	Q2 2021	Q1 2023	8
BADGLEY PHELPS & BELL INC	7	1	0.01%	0.27%	0.36%	Q4 2014	Q3 2020	8
MCKINLEY CAPITAL MANAGEMENT LLC	3	1	0.00%	0.02%	0.06%	Q4 2015	Q4 2022	8
Rise Advisors, LLC	8	8	0.05%	0.07%	0.10%	Q4 2021	Q3 2023	8
MY Wealth Management Inc.	8	8	0.28%	0.37%	0.59%	Q4 2021	Q3 2023	8
MMBG INVESTMENT ADVISORS CO.	8	8	0.07%	0.09%	0.10%	Q4 2021	Q3 2023	8
10-15 ASSOCIATES, INC.	8	8	0.06%	0.33%	0.77%	Q2 2015	Q1 2017	8
AT Bancorp	8	8	0.03%	0.04%	0.04%	Q2 2017	Q1 2019	8
WFA of San Diego, LLC	2	1	0.09%	0.11%	0.17%	Q2 2020	Q3 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.38%	0.46%	0.52%	Q4 2021	Q3 2023	8
MOSELEY INVESTMENT MANAGEMENT INC	8	8	0.11%	0.43%	0.58%	Q4 2021	Q3 2023	8
WNY Asset Management, LLC	8	8	0.06%	0.13%	0.19%	Q4 2021	Q3 2023	8
Moser Wealth Advisors, LLC	5	1	0.02%	0.04%	0.15%	Q4 2019	Q3 2023	8
Meridian Wealth Advisors, LLC	4	1	0.06%	0.13%	0.30%	Q4 2018	Q3 2023	8
MYCIO WEALTH PARTNERS, LLC	4	2	0.01%	0.02%	0.03%	Q2 2016	Q4 2019	8
TI-TRUST, INC	8	8	0.35%	0.51%	0.57%	Q4 2021	Q3 2023	8
JB Capital LLC	7	7	0.02%	0.03%	0.06%	Q1 2022	Q3 2023	7
Mizuho Securities Co. Ltd.	7	7	0.00%	0.00%	0.00%	Q1 2021	Q3 2022	7
SAXON INTERESTS, INC.	7	7	0.15%	1.04%	2.58%	Q4 2021	Q2 2023	7
LBA Wealth Management, LLC	7	7	0.00%	0.00%	0.01%	Q3 2015	Q1 2017	7
55I, LLC	7	7	0.02%	0.06%	0.10%	Q1 2021	Q3 2022	7
Financial Connections Group, Inc.	7	7	0.05%	0.07%	0.08%	Q4 2021	Q2 2023	7
Garde Capital, Inc.	6	1	0.07%	0.07%	0.07%	Q3 2020	Q2 2022	7
Eagle Strategies LLC	4	3	0.49%	0.69%	0.86%	Q4 2021	Q3 2023	7
COUNTRY CLUB BANK /GFN	7	7	0.77%	0.98%	1.18%	Q1 2022	Q3 2023	7
Cobble Hill Financial Services, INC	7	7	2.90%	3.82%	4.42%	Q1 2013	Q3 2014	7
NEIRG Wealth Management, LLC	7	7	0.29%	0.52%	1.15%	Q4 2021	Q2 2023	7
Lourd Capital, LLC	5	2	0.10%	0.22%	0.38%	Q2 2013	Q4 2018	7
Taylor Hoffman Wealth Management	6	1	0.05%	0.07%	0.07%	Q3 2018	Q2 2020	7
20/20 Capital Management, Inc.	7	7	1.39%	1.92%	2.95%	Q4 2019	Q2 2021	7
GHE, LLC	5	2	0.16%	0.21%	0.30%	Q4 2021	Q3 2023	7
HORIZON KINETICS ASSET MANAGEMENT LLC	7	7	0.01%	0.01%	0.02%	Q1 2019	Q3 2020	7
ZACKS INVESTMENT MANAGEMENT	6	1	0.00%	0.00%	0.01%	Q1 2020	Q2 2023	7
BARINGS LLC	6	1	0.02%	0.06%	0.29%	Q1 2018	Q4 2022	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.13%	0.17%	0.26%	Q1 2021	Q4 2022	7
Wilshire Advisors LLC	7	7	3.78%	4.29%	4.99%	Q3 2019	Q1 2021	7
Claro Advisors LLC	4	3	0.11%	0.16%	0.20%	Q1 2021	Q3 2023	7
Hochman Cole Investment Advisors, Inc.	7	7	0.11%	0.12%	0.16%	Q1 2020	Q3 2021	7
Trilogy Capital Inc.	4	3	0.01%	0.03%	0.06%	Q1 2018	Q1 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.12%	0.14%	0.17%	Q2 2013	Q4 2014	7
VIVID FINANCIAL MANAGEMENT, INC.	6	1	0.11%	0.16%	0.26%	Q4 2019	Q4 2021	7
Timber Hill LLC	5	1	0.00%	0.01%	0.01%	Q2 2014	Q2 2017	7
GREENWOOD GEARHART INC	7	7	1.17%	1.30%	1.53%	Q2 2021	Q4 2022	7
Blackston Financial Advisory Group, LLC	7	7	4.36%	4.81%	5.19%	Q4 2021	Q2 2023	7
PURSUE WEALTH PARTNERS LLC	7	7	0.05%	0.28%	0.48%	Q1 2022	Q3 2023	7
Granite Bay Wealth Management, LLC	6	1	0.11%	0.19%	0.28%	Q4 2021	Q3 2023	7
Forum Financial Management, LP	4	3	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.38%	0.42%	0.47%	Q4 2021	Q3 2023	7
Bernardo Wealth Planning LLC	5	2	0.88%	2.19%	2.82%	Q4 2018	Q3 2023	7
AlphaCentric Advisors LLC	5	2	0.09%	0.12%	0.16%	Q4 2020	Q3 2023	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.01%	0.08%	0.20%	Q1 2022	Q3 2023	7
CORNERCAP INVESTMENT COUNSEL INC	5	1	0.08%	0.10%	0.12%	Q2 2019	Q1 2022	7
Pure Financial Advisors, LLC	6	1	0.01%	0.02%	0.04%	Q3 2021	Q4 2023	7
Hikari Power Ltd	7	7	0.02%	0.03%	0.03%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.04%	0.04%	0.06%	Q1 2022	Q3 2023	7
Charles Schwab Trust Co	6	1	0.08%	1.11%	3.92%	Q3 2019	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	0.08%	0.10%	0.14%	Q2 2020	Q4 2021	7
Clearstead Trust, LLC	6	1	0.03%	2.06%	4.93%	Q2 2017	Q1 2020	7
TCF National Bank	7	7	0.05%	0.06%	0.06%	Q3 2019	Q1 2021	7
Lowe Wealth Advisors, LLC	7	7	1.44%	1.76%	2.02%	Q2 2022	Q4 2023	7
Compass Ion Advisors, LLC	6	1	0.07%	0.10%	0.18%	Q4 2019	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.41%	0.52%	0.60%	Q1 2022	Q3 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.10%	0.16%	0.23%	Q1 2022	Q3 2023	7
Rudd International, Inc.	7	7	0.17%	0.20%	0.23%	Q4 2018	Q2 2020	7
W ADVISORS, LLC	7	7	0.32%	0.68%	0.82%	Q1 2022	Q3 2023	7
Astoria Portfolio Advisors LLC.	7	7	0.14%	0.21%	0.32%	Q1 2022	Q3 2023	7
Coastwise Capital Group, LLC	7	7	0.36%	0.58%	0.90%	Q1 2022	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	0.49%	0.58%	0.68%	Q1 2022	Q3 2023	7
Bensler, LLC	7	7	0.56%	0.63%	0.69%	Q1 2022	Q3 2023	7
Northstar Advisory Group, LLC	3	1	0.14%	0.16%	0.20%	Q4 2020	Q4 2022	7
RELIANCE TRUST CO OF DELAWARE	7	7	0.03%	0.08%	0.12%	Q3 2017	Q1 2019	7
Concord Wealth Partners	4	3	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	7
Edge Advisors, LLC	7	7	6.85%	7.49%	7.96%	Q4 2016	Q2 2018	7
Pacifica Partners Inc.	7	7	0.02%	0.03%	0.03%	Q2 2022	Q4 2023	7
JBF Capital, Inc.	7	7	0.10%	0.16%	0.19%	Q4 2014	Q2 2016	7
Blue Sky Asset Management, LLC	7	7	0.05%	0.37%	0.68%	Q1 2017	Q3 2018	7
Intrua Financial, LLC	7	7	0.13%	0.16%	0.19%	Q3 2021	Q1 2023	7
Placemark Investments, Inc.	7	7	0.02%	0.02%	0.03%	Q2 2013	Q4 2014	7
CNO Financial Group, Inc.	7	7	0.46%	1.16%	2.42%	Q4 2014	Q2 2016	7
REGENTATLANTIC CAPITAL LLC	6	1	0.00%	0.03%	0.10%	Q4 2014	Q3 2022	7
COUNTRY TRUST BANK	3	2	0.00%	0.00%	0.00%	Q3 2018	Q4 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.09%	0.16%	0.19%	Q1 2022	Q3 2023	7
CVS HEALTH Corp	7	7	13.37%	16.36%	19.86%	Q1 2022	Q3 2023	7
PRINCETON CAPITAL MANAGEMENT LLC	7	7	0.06%	0.08%	0.10%	Q1 2018	Q3 2019	7
Covington Capital Management	5	2	0.00%	0.01%	0.04%	Q4 2020	Q3 2022	7
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	7	7	0.14%	0.15%	0.15%	Q1 2022	Q3 2023	7
RB Capital Management, LLC	7	7	0.01%	0.43%	0.61%	Q4 2016	Q2 2018	7
Capital Planning Advisors, LLC	5	2	0.13%	0.16%	0.20%	Q2 2017	Q3 2023	7
Guidance Point Advisors, LLC	7	7	0.08%	0.09%	0.10%	Q1 2021	Q3 2022	7
Frisch Financial Group, Inc.	7	7	0.16%	0.17%	0.21%	Q1 2022	Q3 2023	7
My Legacy Advisors, LLC	7	7	0.40%	0.52%	0.76%	Q1 2022	Q3 2023	7
GREENLEAF TRUST	6	1	0.00%	0.01%	0.02%	Q2 2020	Q3 2023	7
Roof Advisory Group, Inc.	7	7	1.30%	2.18%	3.64%	Q4 2017	Q2 2019	7
Ifrah Financial Services, Inc.	7	7	0.10%	0.12%	0.16%	Q1 2022	Q3 2023	7
Meiji Yasuda Life Insurance Co	7	7	2.16%	4.78%	6.22%	Q1 2022	Q3 2023	7
MATHER GROUP, LLC.	7	7	0.01%	0.03%	0.10%	Q1 2022	Q3 2023	7
Foundations Investment Advisors, LLC	5	2	0.02%	0.30%	0.82%	Q2 2018	Q3 2023	7
Addison Advisors LLC	6	1	0.01%	0.02%	0.03%	Q4 2020	Q3 2022	7
Cooper Financial Group	5	2	0.06%	0.11%	0.16%	Q4 2018	Q1 2021	7
Ignite Planners, LLC	7	7	0.16%	0.23%	0.31%	Q4 2021	Q2 2023	7
RETIREMENT DESIGN & MANAGEMENT INC /ADV	7	7	0.95%	1.33%	1.66%	Q4 2014	Q2 2016	7
FOUNDERS BANK & TRUST	7	7	4.22%	4.96%	5.35%	Q2 2013	Q4 2014	7
Berkshire Money Management, Inc.	7	7	0.06%	0.09%	0.14%	Q4 2018	Q2 2020	7
BANQUE PICTET & CIE SA	6	1	0.01%	0.01%	0.04%	Q4 2014	Q3 2023	7
Winthrop Advisory Group LLC	5	2	0.09%	0.13%	0.20%	Q3 2019	Q3 2023	7
1834 INVESTMENT ADVISORS CO	7	7	0.01%	0.01%	0.01%	Q4 2017	Q2 2019	7
Jackson Wealth Management, LLC	5	1	1.18%	3.13%	5.18%	Q4 2014	Q1 2020	7
TWO SIGMA SECURITIES, LLC	2	1	0.00%	0.14%	0.46%	Q1 2015	Q1 2021	7
TECTONIC ADVISORS LLC	4	3	0.02%	0.10%	0.18%	Q4 2020	Q4 2022	7
Wescott Financial Advisory Group, LLC	7	7	0.12%	0.14%	0.20%	Q1 2022	Q3 2023	7
CUTLER INVESTMENT COUNSEL LLC	7	7	0.06%	0.07%	0.07%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.04%	0.09%	0.17%	Q1 2022	Q3 2023	7
Kavar Capital Partners, LLC	2	1	0.02%	0.04%	0.05%	Q4 2013	Q2 2019	7
Black Diamond Financial, LLC	4	3	0.07%	0.08%	0.09%	Q4 2021	Q3 2023	7
Bank of New Hampshire	7	7	0.00%	0.01%	0.02%	Q1 2022	Q3 2023	7
Bank Pictet & Cie (Europe) AG	7	7	1.01%	2.56%	7.33%	Q2 2014	Q4 2015	7
Alera Investment Advisors, LLC	7	7	0.18%	0.29%	0.50%	Q4 2018	Q2 2020	7
Sage Mountain Advisors LLC	6	6	0.03%	0.05%	0.06%	Q2 2022	Q3 2023	6
Merit Financial Group, LLC	6	6	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	6
Phoenix Holdings Ltd.	6	6	0.08%	0.14%	0.18%	Q2 2022	Q3 2023	6
Riggs Asset Managment Co. Inc.	6	6	0.00%	0.00%	0.01%	Q4 2018	Q1 2020	6
HAMEL ASSOCIATES, INC.	6	6	0.09%	0.50%	0.68%	Q4 2017	Q1 2019	6
Fusion Investment Group, LLC	4	2	0.02%	0.14%	0.24%	Q4 2013	Q3 2015	6
Crossvault Capital Management LLC	6	6	0.14%	0.15%	0.15%	Q2 2018	Q3 2019	6
McAdam, LLC	3	3	0.00%	0.02%	0.03%	Q1 2018	Q3 2023	6
Coyle Financial Counsel LLC	6	6	4.09%	4.75%	5.38%	Q4 2013	Q1 2015	6
J2 Capital Management Inc	6	6	0.30%	0.37%	0.44%	Q2 2022	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	0.32%	1.60%	2.59%	Q2 2013	Q3 2014	6
LVZ, Inc.	6	6	0.09%	0.15%	0.19%	Q3 2016	Q4 2017	6
Stratos Investment Management, LLC	4	2	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	6
Geneva Partners, LLC	3	1	0.37%	2.12%	4.39%	Q4 2019	Q3 2023	6
Fulcrum Capital LLC	4	2	0.08%	0.24%	0.34%	Q4 2017	Q3 2023	6
Claraphi Advisory Network, LLC	3	1	0.09%	0.29%	0.72%	Q4 2017	Q4 2022	6
Waverly Advisors, LLC	4	2	0.01%	0.15%	0.46%	Q4 2013	Q3 2023	6
Qube Research & Technologies Ltd	2	1	0.00%	0.01%	0.03%	Q4 2019	Q3 2023	6
FIDUCIENT ADVISORS LLC	4	2	0.17%	0.74%	3.09%	Q1 2022	Q3 2023	6
Litman Gregory Wealth Management LLC	6	6	0.01%	0.01%	0.02%	Q4 2019	Q1 2021	6
National Mutual Insurance Federation of Agricultural Cooperatives	3	3	1.17%	2.30%	4.11%	Q3 2016	Q4 2019	6
Brio Consultants, LLC	6	6	0.11%	0.78%	1.40%	Q2 2022	Q3 2023	6
Old North State Trust, LLC	4	2	0.01%	0.01%	0.02%	Q3 2019	Q2 2021	6
Total Wealth Planning, LLC	5	1	0.05%	0.06%	0.07%	Q1 2022	Q3 2023	6
SFMG, LLC	6	6	0.06%	0.07%	0.08%	Q1 2017	Q2 2018	6
Allred Capital Management, LLC	4	1	0.00%	0.66%	1.15%	Q4 2019	Q4 2022	6
McKinley Carter Wealth Services, Inc.	6	6	0.02%	0.03%	0.04%	Q4 2020	Q1 2022	6
Vanguard Personalized Indexing Management, LLC	3	3	0.01%	0.04%	0.10%	Q3 2021	Q3 2023	6
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	6	6	0.09%	0.70%	1.96%	Q2 2022	Q3 2023	6
RiverFront Investment Group, LLC	6	6	0.01%	0.02%	0.02%	Q1 2021	Q2 2022	6
Curated Wealth Partners LLC	6	6	0.78%	1.77%	2.41%	Q2 2022	Q3 2023	6
PRUDENTIAL PLC	4	2	0.05%	0.07%	0.11%	Q2 2021	Q2 2023	6
Blueprint Investment Partners LLC	6	6	0.87%	1.16%	1.33%	Q4 2021	Q1 2023	6
MEITAV INVESTMENT HOUSE LTD	6	6	0.00%	0.01%	0.02%	Q1 2022	Q2 2023	6
LPWM LLC	6	6	0.13%	0.15%	0.16%	Q4 2020	Q1 2022	6
Bath Savings Trust Co	6	6	0.02%	0.03%	0.05%	Q4 2020	Q1 2022	6
MAGNOLIA CAPITAL MANAGEMENT LTD	6	6	0.18%	0.27%	0.31%	Q1 2022	Q2 2023	6
Stadion Money Management, LLC	6	6	0.04%	0.04%	0.05%	Q2 2019	Q3 2020	6
Systematic Alpha Investments, LLC	3	3	0.01%	0.01%	0.03%	Q1 2021	Q3 2023	6
Acropolis Investment Management, LLC	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
Atlas Private Wealth Advisors	6	6	0.01%	0.01%	0.01%	Q2 2020	Q3 2021	6
CHEMICAL BANK	6	6	0.03%	0.04%	0.06%	Q1 2018	Q2 2019	6
Journey Advisory Group, LLC	6	6	0.07%	0.10%	0.13%	Q2 2022	Q3 2023	6
OPTIMUM INVESTMENT ADVISORS	5	1	0.01%	0.01%	0.01%	Q1 2015	Q2 2020	6
InterOcean Capital Group, LLC	6	6	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	6
McCarthy Asset Management, Inc.	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
BALDWIN BROTHERS LLC/MA	5	1	0.00%	0.00%	0.00%	Q2 2021	Q4 2023	6
CONSULTIVA WEALTH MANAGEMENT, CORP.	6	6	0.25%	0.34%	0.48%	Q2 2022	Q3 2023	6
Freedman Financial Associates, Inc.	6	6	0.34%	0.36%	0.39%	Q4 2020	Q1 2022	6
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4	2	0.06%	0.17%	0.37%	Q1 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
Better Money Decisions, LLC	4	1	0.05%	0.17%	0.26%	Q3 2021	Q3 2023	6
Prentice Wealth Management LLC	4	1	0.08%	0.65%	3.33%	Q2 2021	Q3 2023	6
Corsicana & Co.	6	6	0.02%	0.03%	0.03%	Q2 2021	Q3 2022	6
Centered Wealth LLC dba Miller Equity Capital Advisors	3	1	0.10%	0.16%	0.21%	Q2 2021	Q2 2023	6
OLIVER LAGORE VANVALIN INVESTMENT GROUP	6	6	0.00%	2.41%	5.13%	Q1 2022	Q2 2023	6
Von Berge Wealth Management Group, LLC	5	1	0.18%	0.24%	0.27%	Q1 2022	Q3 2023	6
EdgeRock Capital LLC	6	6	0.30%	2.00%	3.08%	Q2 2022	Q3 2023	6
Obsidian Personal Planning Solutions LLC	6	6	0.32%	0.59%	0.71%	Q2 2022	Q3 2023	6
New Millennium Group LLC	6	6	0.04%	0.06%	0.06%	Q2 2022	Q3 2023	6
TILIA FIDUCIARY PARTNERS, INC.	6	6	0.01%	0.02%	0.03%	Q1 2022	Q2 2023	6
Forum Private Client Group LLC	6	6	9.02%	9.95%	10.40%	Q1 2022	Q2 2023	6
Quent Capital, LLC	6	6	0.01%	0.02%	0.08%	Q4 2021	Q1 2023	6
Leo H. Evart, Inc.	3	3	0.21%	0.28%	0.34%	Q4 2021	Q2 2023	6
Lansing Street Advisors	6	6	0.05%	0.10%	0.12%	Q1 2022	Q2 2023	6
CASTLE WEALTH MANAGEMENT LLC	6	6	0.01%	0.17%	0.38%	Q2 2022	Q3 2023	6
Highland Financial Advisors, LLC	6	6	10.68%	12.19%	13.70%	Q2 2022	Q3 2023	6
Coston, McIsaac & Partners	6	6	0.01%	0.02%	0.04%	Q2 2022	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.11%	0.17%	0.19%	Q2 2022	Q3 2023	6
Employees' Retirement Fund of the City of Fort Worth	6	6	3.17%	3.75%	4.11%	Q2 2022	Q3 2023	6
Halpern Financial, Inc.	6	6	0.00%	0.01%	0.02%	Q4 2021	Q1 2023	6
BINGHAM OSBORN & SCARBOROUGH LLC	6	6	0.02%	0.02%	0.03%	Q4 2017	Q1 2019	6
OPPENHEIMER ASSET MANAGEMENT INC.	5	1	0.00%	0.00%	0.00%	Q3 2017	Q4 2019	6
THOMASPARTNERS, INC.	6	6	0.00%	0.00%	0.00%	Q4 2016	Q1 2018	6
KANAWHA CAPITAL MANAGEMENT LLC	3	1	0.02%	0.11%	0.21%	Q2 2019	Q3 2023	6
OGOREK ANTHONY JOSEPH /NY/ /ADV	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
COMMUNITY BANK SYSTEM, INC.	6	6	0.00%	0.01%	0.01%	Q2 2013	Q3 2014	6
FIRST WILSHIRE SECURITIES MANAGEMENT INC	6	6	0.09%	0.10%	0.10%	Q2 2022	Q3 2023	6
OLD DOMINION CAPITAL MANAGEMENT INC	4	2	0.08%	0.21%	0.39%	Q1 2019	Q3 2021	6
MUNDER CAPITAL MANAGEMENT	6	6	0.00%	0.01%	0.01%	Q2 2013	Q3 2014	6
UBS AG	6	6	0.03%	0.04%	0.05%	Q2 2013	Q3 2014	6
CATAWBA CAPITAL MANAGEMENT /VA	6	6	0.04%	0.05%	0.05%	Q1 2017	Q2 2018	6
BEACON INVESTMENT ADVISORY SERVICES, INC.	4	2	0.02%	0.70%	2.11%	Q3 2015	Q4 2022	6
Integrated Investment Consultants, LLC	5	1	0.04%	0.48%	0.61%	Q1 2018	Q3 2023	6
Fiduciary Wealth Partners, LLC	6	6	2.11%	10.10%	14.09%	Q4 2015	Q1 2017	6
Zions Bancorporation, N.A.	6	6	0.00%	0.00%	0.01%	Q1 2019	Q2 2020	6
Daniel Devine & Co	5	5	0.34%	0.35%	0.36%	Q1 2015	Q1 2016	5
Cypress Capital, LLC	5	5	0.61%	0.74%	0.81%	Q4 2018	Q4 2019	5
Compass Financial Group, INC/SD	5	5	0.26%	0.28%	0.30%	Q4 2022	Q4 2023	5
HENGEHOLD CAPITAL MANAGEMENT LLC	5	5	0.08%	0.40%	0.70%	Q3 2022	Q3 2023	5
BARRETT & COMPANY, INC.	5	5	0.18%	0.20%	0.21%	Q3 2022	Q3 2023	5
TITLEIST CAPITAL, LLC	5	5	0.05%	0.05%	0.06%	Q4 2021	Q4 2022	5
WealthTrust-Arizona, LLC	5	5	0.00%	0.00%	0.00%	Q3 2017	Q3 2018	5
OSTERWEIS CAPITAL MANAGEMENT INC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
Sunbelt Securities, Inc.	3	2	0.00%	0.03%	0.07%	Q3 2019	Q3 2023	5
Safeguard Financial, LLC	4	1	0.12%	0.19%	0.33%	Q1 2022	Q3 2023	5
FIRST HORIZON CORP	4	1	0.28%	0.31%	0.41%	Q2 2013	Q2 2021	5
Intersect Capital LLC	4	1	0.04%	0.05%	0.05%	Q4 2020	Q1 2022	5
Robertson Stephens Wealth Management, LLC	3	1	0.02%	0.02%	0.02%	Q2 2021	Q3 2023	5
Semmax Financial Advisors Inc.	4	1	1.47%	3.21%	4.23%	Q1 2022	Q3 2023	5
ABERDEEN ASSET MANAGEMENT PLC/UK	4	1	0.01%	0.01%	0.01%	Q4 2014	Q2 2017	5
Gibson Wealth Advisors LLC	5	5	0.04%	0.04%	0.05%	Q4 2021	Q4 2022	5
Clarus Wealth Advisors	5	5	0.01%	0.02%	0.04%	Q2 2018	Q2 2019	5
Thrive Wealth Management, LLC	4	1	0.05%	0.15%	0.36%	Q1 2022	Q3 2023	5
MITCHELL MCLEOD PUGH & WILLIAMS INC	5	5	0.11%	0.13%	0.15%	Q3 2022	Q3 2023	5
Maple Capital Management, Inc.	4	1	0.03%	0.04%	0.04%	Q3 2020	Q1 2022	5
SUMITOMO LIFE INSURANCE CO	3	2	35.24%	45.16%	55.37%	Q2 2022	Q3 2023	5
ABSOLUTE CAPITAL MANAGEMENT, LLC	5	5	1.18%	1.53%	2.08%	Q1 2022	Q1 2023	5
FENIMORE ASSET MANAGEMENT INC	3	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2020	5
Integer Wealth Advisors Group LLC	5	5	0.51%	0.76%	0.97%	Q1 2020	Q1 2021	5
PBMares Wealth Management LLC	4	1	0.09%	0.09%	0.11%	Q2 2022	Q3 2023	5
First Personal Financial Services	3	1	0.00%	0.00%	0.01%	Q4 2015	Q2 2020	5
Lionsbridge Wealth Management LLC	4	1	0.04%	0.20%	0.26%	Q4 2019	Q2 2022	5
FCG ADVISORS, LLC	5	5	0.07%	0.25%	0.32%	Q1 2019	Q1 2020	5
QUANTUM CAPITAL MANAGEMENT	5	5	0.01%	0.01%	0.01%	Q3 2019	Q3 2020	5
B.O.S.S. Retirement Advisors, LLC	5	5	0.19%	0.22%	0.24%	Q4 2022	Q4 2023	5
Investment Research & Advisory Group, Inc.	3	2	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	5
Wealth & Pension Services Group, Inc.	5	5	0.57%	0.65%	0.82%	Q3 2018	Q3 2019	5
Farmers National Bank	3	2	0.01%	0.03%	0.05%	Q4 2017	Q2 2019	5
CFS Investment Advisory Services, LLC	3	1	0.05%	1.52%	6.83%	Q2 2021	Q2 2023	5
CoreFirst Bank & Trust	5	5	0.25%	1.68%	2.69%	Q3 2022	Q3 2023	5
Kohmann Bosshard Financial Services, LLC	5	5	0.79%	0.86%	0.96%	Q3 2022	Q3 2023	5
Jefferies Group LLC	2	1	0.00%	0.01%	0.03%	Q3 2013	Q3 2022	5
CABANA LLC	4	1	0.00%	0.50%	1.16%	Q4 2017	Q2 2020	5
MEANS INVESTMENT CO., INC.	5	5	0.10%	1.43%	2.17%	Q3 2022	Q3 2023	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.03%	0.06%	0.09%	Q4 2016	Q4 2017	5
Beacon Pointe Wealth Advisors, LLC	5	5	2.24%	2.54%	3.24%	Q4 2018	Q4 2019	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	1.04%	1.35%	2.08%	Q1 2020	Q1 2021	5
Cordatus Wealth Management LLC	5	5	0.81%	1.14%	1.43%	Q4 2018	Q4 2019	5
Anfield Capital Management, LLC	5	5	0.03%	0.31%	0.45%	Q4 2019	Q4 2020	5
Surevest, LLC	5	5	0.10%	0.16%	0.21%	Q4 2018	Q4 2019	5
Chesley Taft & Associates LLC	5	5	0.10%	0.13%	0.16%	Q4 2016	Q4 2017	5
West Wealth Group, LLC	5	5	0.22%	0.27%	0.36%	Q1 2022	Q1 2023	5
OPTIONS SOLUTIONS, LLC	5	5	0.35%	0.80%	1.17%	Q3 2022	Q3 2023	5
WealthSpring Partners, LLC	5	5	0.70%	0.75%	0.81%	Q3 2022	Q3 2023	5
Azimuth Capital Investment Management LLC	5	5	0.01%	0.02%	0.02%	Q2 2022	Q2 2023	5
Mystic Asset Management, Inc.	4	1	0.08%	0.11%	0.12%	Q4 2021	Q3 2023	5
TRADITION ASSET MANAGEMENT LLC	5	5	0.20%	0.23%	0.25%	Q2 2019	Q2 2020	5
Capital Advantage, Inc.	3	2	0.22%	0.24%	0.27%	Q4 2020	Q3 2023	5
CM WEALTH ADVISORS LLC	4	1	0.10%	0.22%	0.30%	Q2 2022	Q3 2023	5
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5	5	0.31%	0.41%	0.49%	Q3 2022	Q3 2023	5
Latitude Advisors, LLC	3	2	0.06%	0.12%	0.18%	Q4 2021	Q3 2023	5
Unison Advisors LLC	5	5	1.57%	1.80%	2.34%	Q3 2022	Q3 2023	5
DOPKINS WEALTH MANAGEMENT, LLC	5	5	0.75%	0.86%	0.96%	Q4 2021	Q4 2022	5
CoreCap Advisors, LLC	5	5	0.20%	1.70%	2.26%	Q4 2021	Q4 2022	5
LAKE STREET PRIVATE WEALTH, LLC	4	1	0.04%	0.04%	0.04%	Q2 2022	Q3 2023	5
WEALTHFRONT Corp	3	2	0.00%	0.00%	0.00%	Q1 2015	Q4 2017	5
Laurel Wealth Advisors LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
WESTPORT RESOURCES MANAGEMENT INC	5	5	0.04%	0.36%	0.55%	Q1 2014	Q1 2015	5
American Financial Network Advisory Services LLC	5	5	0.17%	0.19%	0.21%	Q3 2017	Q3 2018	5
WealthOne, LLC	5	5	0.17%	0.23%	0.28%	Q4 2018	Q4 2019	5
Meridian Wealth Partners, LLC	4	1	0.01%	0.06%	0.21%	Q4 2019	Q2 2023	5
Elevated Capital Advisors, LLC	3	1	0.07%	0.08%	0.11%	Q4 2020	Q2 2023	5
SWISS RE LTD	5	5	14.43%	18.75%	26.23%	Q1 2022	Q1 2023	5
PARK NATIONAL CORP /OH/	5	5	0.05%	0.07%	0.09%	Q4 2022	Q4 2023	5
Maven Securities LTD	3	3	0.01%	0.16%	0.62%	Q1 2022	Q3 2022	5
SJS Investment Consulting Inc.	5	5	0.02%	0.02%	0.03%	Q3 2022	Q3 2023	5
LIBRA WEALTH LLC	5	5	0.01%	0.22%	0.28%	Q3 2022	Q3 2023	5
Icon Wealth Partners, LLC	2	1	0.01%	0.02%	0.02%	Q4 2017	Q3 2023	5
FSC Wealth Advisors, LLC	5	5	0.00%	0.01%	0.02%	Q4 2021	Q4 2022	5
VICUS CAPITAL	5	5	0.08%	0.14%	0.18%	Q3 2022	Q3 2023	5
Bell Investment Advisors, Inc	4	1	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	5
MANAGED ACCOUNT ADVISORS LLC	5	5	0.00%	0.01%	0.02%	Q2 2014	Q2 2015	5
Sage Capital Advisors,llc	5	5	0.18%	0.20%	0.21%	Q3 2022	Q3 2023	5
Investmark Advisory Group LLC	5	5	1.32%	1.53%	1.75%	Q3 2022	Q3 2023	5
Golden State Wealth Management, LLC	3	1	0.03%	0.07%	0.21%	Q1 2019	Q3 2020	5
Savior LLC	4	1	0.01%	0.02%	0.05%	Q4 2019	Q3 2023	5
Paradigm Capital Management, LLC/NV	5	5	8.16%	9.32%	11.68%	Q4 2021	Q4 2022	5
Spruce Investment Advisors LLC	5	5	1.00%	10.95%	19.55%	Q1 2016	Q1 2017	5
American Trust	3	2	0.02%	0.02%	0.03%	Q1 2022	Q2 2023	5
Randolph Co Inc	5	5	0.19%	0.90%	2.72%	Q4 2014	Q4 2015	5
Cornerstone Financial Partners, LLC	4	1	1.96%	2.21%	2.80%	Q1 2016	Q4 2017	5
WEST PACES ADVISORS INC.	4	1	0.01%	0.02%	0.03%	Q1 2019	Q2 2022	5
Derbend Asset Management	5	5	0.26%	0.33%	0.42%	Q3 2022	Q3 2023	5
WILLNER & HELLER, LLC	5	5	0.50%	0.54%	0.60%	Q4 2021	Q4 2022	5
ROMANO BROTHERS AND COMPANY	5	5	1.04%	1.33%	1.43%	Q3 2022	Q3 2023	5
CLARIS ADVISORS, LLC / MO /	5	5	0.51%	0.56%	0.60%	Q4 2021	Q4 2022	5
Balboa Wealth Partners	5	5	0.26%	0.39%	0.57%	Q3 2022	Q3 2023	5
Hayden Royal, LLC	4	1	0.20%	0.33%	0.38%	Q4 2018	Q3 2020	5
Gupta Wealth Management LLC	5	5	0.01%	0.01%	0.01%	Q1 2015	Q1 2016	5
Integrated Wealth Management	5	5	0.00%	0.54%	1.08%	Q1 2016	Q1 2017	5
WealthTrust Asset Management, LLC	4	1	0.19%	0.60%	1.97%	Q2 2021	Q4 2022	5
Overbrook Management Corp	5	5	0.05%	0.06%	0.07%	Q4 2021	Q4 2022	5
TWIN CAPITAL MANAGEMENT INC	5	5	0.32%	0.37%	0.40%	Q3 2019	Q3 2020	5
Versant Capital Management, Inc	4	1	0.01%	0.17%	0.31%	Q4 2021	Q4 2023	5
BlueCrest Capital Management Ltd	4	1	0.01%	0.04%	0.13%	Q1 2021	Q2 2023	5
M&R CAPITAL MANAGEMENT INC	5	5	0.00%	0.00%	0.00%	Q4 2022	Q4 2023	5
Rinet Co LLC	5	5	0.08%	0.08%	0.09%	Q3 2020	Q3 2021	5
Clarity Financial LLC	3	2	0.65%	0.92%	1.21%	Q2 2022	Q3 2023	5
CFM WEALTH PARTNERS LLC	5	5	0.07%	0.11%	0.15%	Q4 2019	Q4 2020	5
WealthPlan Investment Management, LLC	4	1	0.00%	0.01%	0.02%	Q1 2022	Q2 2023	5
BERRY GROUP, LLC	5	5	0.18%	0.20%	0.23%	Q4 2019	Q4 2020	5
BOSTON FINANCIAL MANGEMENT LLC	3	1	0.01%	0.01%	0.01%	Q4 2019	Q3 2021	5
Resource Planning Group	5	5	0.18%	0.19%	0.20%	Q3 2020	Q3 2021	5
SEARCY FINANCIAL SERVICES INC /ADV	5	5	10.55%	12.07%	16.38%	Q4 2018	Q4 2019	5
MORRIS FINANCIAL CONCEPTS, INC.	3	2	0.02%	0.09%	0.19%	Q1 2022	Q3 2023	5
Braver Wealth Management, LLC	5	5	1.10%	1.22%	1.31%	Q4 2015	Q4 2016	5
Beirne Wealth Consulting Services, LLC	5	5	0.29%	0.53%	0.82%	Q4 2018	Q4 2019	5
Samalin Investment Counsel, LLC	3	1	0.12%	0.14%	0.17%	Q1 2022	Q2 2023	4
Rainsberger Wealth Advisors, Inc.	4	4	0.19%	0.24%	0.36%	Q4 2022	Q3 2023	4
Semus Wealth Partners LLC	4	4	0.57%	0.70%	0.87%	Q4 2022	Q3 2023	4
Security Financial Services, INC.	4	4	0.10%	0.12%	0.14%	Q4 2021	Q3 2022	4
SageView Advisory Group, LLC	4	4	0.18%	0.20%	0.22%	Q4 2022	Q3 2023	4
Syntegra Private Wealth Group, LLC	4	4	0.06%	0.07%	0.08%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
BENJAMIN EDWARDS INC	4	4	0.00%	0.00%	0.00%	Q1 2022	Q4 2022	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	1.91%	2.23%	2.42%	Q4 2017	Q3 2018	4
Paragon Private Wealth Management, LLC	4	4	0.17%	0.18%	0.20%	Q4 2022	Q3 2023	4
Asset Allocation Strategies LLC	4	4	2.63%	3.54%	4.18%	Q4 2022	Q3 2023	4
Auto-Owners Insurance Co	4	4	2.49%	2.62%	2.86%	Q4 2022	Q3 2023	4
First Citizens Asset Management, Inc.	4	4	0.36%	0.39%	0.43%	Q4 2022	Q3 2023	4
CPA Asset Management LLC	4	4	0.77%	0.85%	0.90%	Q4 2022	Q3 2023	4
Commonwealth Retirement Investments LLC	4	4	0.36%	0.40%	0.45%	Q4 2022	Q3 2023	4
NexWave Capital Partners LLC	4	4	0.54%	2.43%	4.45%	Q1 2021	Q4 2021	4
Rooted Wealth Advisors, Inc.	4	4	2.47%	4.48%	7.29%	Q4 2022	Q3 2023	4
HF Advisory Group, LLC	4	4	0.24%	0.26%	0.28%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.30%	0.31%	0.35%	Q4 2022	Q3 2023	4
Forza Wealth Management, LLC	4	4	1.16%	1.30%	1.65%	Q4 2022	Q3 2023	4
Carr Financial Group Corp	4	4	0.80%	2.06%	5.16%	Q4 2022	Q3 2023	4
Spears Abacus Advisors LLC	2	1	0.01%	0.02%	0.02%	Q4 2019	Q4 2022	4
Wallace Advisory Group, LLC	4	4	0.44%	0.55%	0.83%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.24%	0.29%	0.32%	Q4 2022	Q3 2023	4
RETIREMENT GUYS FORMULA LLC	4	4	0.25%	0.42%	0.78%	Q4 2021	Q3 2022	4
Olistico Wealth, LLC	4	4	0.53%	0.59%	0.68%	Q4 2022	Q3 2023	4
Talisman Wealth Advisors LLC	4	4	7.26%	7.79%	9.04%	Q4 2022	Q3 2023	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	5.58%	6.12%	6.80%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.01%	0.03%	0.04%	Q4 2022	Q3 2023	4
INVICTUS PRIVATE WEALTH, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.37%	0.41%	0.44%	Q4 2022	Q3 2023	4
Phillips Wealth Planners LLC	4	4	0.40%	0.44%	0.57%	Q4 2022	Q3 2023	4
SP Asset Management LLC	4	4	0.20%	0.22%	0.23%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.71%	1.01%	1.57%	Q4 2022	Q3 2023	4
Wildcat Capital Management, LLC	4	4	1.22%	1.43%	1.62%	Q1 2019	Q4 2019	4
1919 Investment Counsel, LLC	4	4	0.00%	0.00%	0.00%	Q4 2013	Q3 2014	4
Corient Private Wealth LLC	4	4	0.07%	0.09%	0.11%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.08%	0.09%	0.10%	Q4 2022	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.03%	0.04%	0.04%	Q4 2022	Q3 2023	4
Centurion Wealth Management LLC	4	4	0.27%	0.30%	0.34%	Q4 2022	Q3 2023	4
Creative Capital Management Investments LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Syntal Capital Partners, LLC	4	4	0.62%	0.68%	0.71%	Q4 2017	Q3 2018	4
Colonial Trust Co / SC	4	4	0.02%	0.05%	0.11%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.09%	0.09%	0.10%	Q4 2022	Q3 2023	4
Bryn Mawr Capital Management, LLC	4	4	0.66%	1.01%	1.24%	Q4 2022	Q3 2023	4
Kades & Cheifetz LLC	4	4	0.76%	0.88%	0.98%	Q4 2022	Q3 2023	4
ANCORA FAMILY WEALTH ADVISORS, LLC	3	1	0.08%	0.09%	0.10%	Q3 2015	Q3 2016	4
Capstone Financial Group, Inc.	4	4	0.21%	1.02%	1.46%	Q4 2019	Q3 2020	4
GREAT WEST LIFE ASSURANCE CO /CAN/	4	4	0.00%	0.00%	0.00%	Q3 2014	Q2 2015	4
Paul John Balson	4	4	0.09%	0.14%	0.20%	Q1 2020	Q4 2020	4
Truadvice, LLC	2	1	0.08%	0.36%	0.72%	Q3 2020	Q3 2023	4
CHAPIN DAVIS, INC.	4	4	0.15%	0.16%	0.18%	Q4 2022	Q3 2023	4
REBALANCE, LLC	4	4	2.47%	4.60%	6.92%	Q4 2022	Q3 2023	4
Bridgewealth Advisory Group, LLC	4	4	6.03%	8.24%	9.89%	Q4 2022	Q3 2023	4
Lion Street Advisors, LLC	3	1	0.57%	0.86%	1.07%	Q2 2021	Q3 2023	4
TD Capital Management LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Nicholas Hoffman & Company, LLC.	4	4	0.01%	0.02%	0.03%	Q4 2022	Q3 2023	4
Fortis Group Advisors, LLC	3	1	0.06%	0.12%	0.26%	Q3 2020	Q3 2023	4
HAP Trading, LLC	2	1	0.00%	0.00%	0.01%	Q4 2020	Q3 2022	4
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	4	4	0.01%	0.01%	0.01%	Q3 2018	Q2 2019	4
TRUST DEPARTMENT MB FINANCIAL BANK N A	2	2	0.01%	0.01%	0.02%	Q2 2014	Q4 2018	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.44%	0.51%	0.60%	Q4 2020	Q3 2021	4
BCS Wealth Management	2	1	0.09%	0.11%	0.14%	Q4 2021	Q3 2023	4
FIRST FOUNDATION ADVISORS	3	1	0.02%	0.02%	0.03%	Q1 2016	Q3 2023	4
Mizuho Bank, Ltd.	3	1	1.69%	3.55%	7.52%	Q2 2014	Q3 2016	4
Guidant Wealth Advisors	4	4	0.21%	0.22%	0.23%	Q4 2018	Q3 2019	4
STALEY CAPITAL ADVISERS INC	4	4	0.03%	0.04%	0.05%	Q1 2020	Q4 2020	4
Ten Capital Wealth Advisors, LLC	3	1	0.00%	0.01%	0.04%	Q4 2020	Q1 2023	4
Rain Capital Management, LLC	4	4	0.00%	0.00%	0.00%	Q4 2015	Q3 2016	4
Trexquant Investment LP	2	2	0.01%	0.02%	0.02%	Q2 2021	Q2 2023	4
Pasadena Private Wealth, LLC	4	4	0.12%	0.19%	0.40%	Q1 2019	Q4 2019	4
RAYNER & HAYNOR	4	4	0.57%	0.68%	0.76%	Q4 2013	Q3 2014	4
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	4	4	0.10%	0.12%	0.12%	Q4 2022	Q3 2023	4
BAKER TILLY WEALTH MANAGEMENT, LLC	3	1	0.03%	0.07%	0.10%	Q1 2021	Q3 2022	4
KWMG, LLC	4	4	0.01%	0.02%	0.02%	Q2 2018	Q1 2019	4
Full Sail Capital, LLC	4	4	0.08%	0.09%	0.09%	Q1 2019	Q4 2019	4
HWG Holdings LP	4	4	0.03%	0.05%	0.08%	Q2 2017	Q1 2018	4
TRUST CO OF VIRGINIA /VA	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Paradigm Financial Advisors, LLC	4	4	0.07%	0.14%	0.18%	Q4 2019	Q3 2020	4
Phoenix Wealth Advisors	4	4	0.00%	0.00%	0.01%	Q4 2020	Q3 2021	4
Tandem Wealth Advisors LLC	4	4	5.57%	5.73%	6.02%	Q4 2022	Q3 2023	4
Swift Run Capital	4	4	0.40%	0.59%	0.74%	Q1 2020	Q4 2020	4
Leucadia National	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Barrett Asset Management, LLC	4	4	0.00%	0.00%	0.00%	Q1 2021	Q4 2021	4
Gerber Kawasaki Wealth & Investment Management	2	1	0.01%	0.04%	0.06%	Q3 2019	Q2 2023	4
Grove Bank & Trust	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Integris Wealth Management, LLC	4	4	0.13%	0.14%	0.16%	Q4 2022	Q3 2023	4
Elk River Wealth Management, LLC	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
Opal Wealth Advisors, LLC	4	4	0.14%	0.17%	0.19%	Q4 2022	Q3 2023	4
MANAGED ACCOUNT SERVICES INC	4	4	0.06%	0.06%	0.07%	Q4 2020	Q3 2021	4
AGF MANAGEMENT LTD	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
New Capital Management LP	4	4	0.06%	0.12%	0.16%	Q2 2020	Q1 2021	4
Lebenthal Global Advisors, LLC	4	4	0.53%	1.95%	3.38%	Q4 2022	Q3 2023	4
PGIM Custom Harvest LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Peachtree Investment Partners, LLC	3	1	0.15%	0.68%	1.41%	Q1 2021	Q2 2022	4
GenTrust, LLC	4	4	0.04%	0.04%	0.04%	Q1 2019	Q4 2019	4
BURNEY CO/	1	1	0.01%	0.01%	0.02%	Q2 2018	Q1 2023	4
Financial Gravity Asset Management, Inc.	3	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2023	4
BALESTRA CAPITAL LTD.	4	4	0.01%	0.10%	0.30%	Q4 2013	Q3 2014	4
Atom Investors LP	2	1	0.12%	0.55%	1.21%	Q4 2019	Q2 2021	4
Capital Group Private Client Services, Inc.	4	4	0.00%	0.01%	0.02%	Q4 2022	Q3 2023	4
Barber Financial Group, Inc.	4	4	1.08%	1.22%	1.31%	Q4 2016	Q3 2017	4
J.P. Turner & Co Capital Mnagement, LLC	4	4	0.21%	0.25%	0.31%	Q4 2014	Q3 2015	4
COMERICA SECURITIES INC	4	4	0.47%	0.62%	0.71%	Q1 2018	Q4 2018	4
Lee Financial Co	3	1	0.05%	0.08%	0.10%	Q2 2017	Q2 2018	4
PITCAIRN CO	3	1	0.02%	0.04%	0.06%	Q1 2016	Q3 2023	4
HORAN CAPITAL MANAGEMENT	4	4	0.03%	0.03%	0.03%	Q1 2015	Q4 2015	4
Keystone Wealth Services, LLC	4	4	0.25%	0.26%	0.26%	Q4 2022	Q3 2023	4
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	4	4	0.00%	0.01%	0.02%	Q1 2021	Q4 2021	4
Kernodle & Katon Asset Management Group, LLC	4	4	0.00%	0.00%	0.00%	Q4 2015	Q3 2016	4
Fort Point Capital Partners LLC	3	1	0.11%	0.15%	0.18%	Q4 2014	Q1 2017	4
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	4	4	0.74%	1.53%	2.93%	Q4 2022	Q3 2023	4
Level Financial Advisors	4	4	0.03%	0.04%	0.05%	Q4 2021	Q3 2022	4
MRA Associates USA LLC	4	4	0.32%	0.80%	1.19%	Q4 2018	Q3 2019	4
Prime Capital Investment Advisors, LLC	4	4	0.01%	0.12%	0.21%	Q4 2022	Q3 2023	4
AFS Financial Group, LLC	4	4	1.01%	1.09%	1.25%	Q4 2022	Q3 2023	4
WFA Asset Management Corp	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Windsor Capital Management, LLC	3	1	0.02%	0.02%	0.02%	Q2 2013	Q3 2015	4
Fiduciary Planning LLC	3	1	0.04%	1.16%	4.47%	Q4 2019	Q1 2021	4
Farther Finance Advisors, LLC	4	4	0.12%	0.23%	0.35%	Q4 2022	Q3 2023	4
Parisi Gray Wealth Management	3	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	4
New Republic Capital, LLC	4	4	0.78%	0.87%	0.94%	Q4 2022	Q3 2023	4
Argentus Capital Management, LLC	4	4	0.07%	0.28%	0.55%	Q4 2015	Q3 2016	4
Triumph Capital Management	4	4	0.19%	0.23%	0.33%	Q4 2022	Q3 2023	4
Strategies Wealth Advisors, LLC	2	2	0.08%	0.42%	0.78%	Q4 2021	Q3 2023	4
MILESTONE WEALTH, LLC	4	4	0.04%	0.05%	0.05%	Q4 2021	Q3 2022	4
CHANNEL WEALTH LLC	4	4	0.20%	0.29%	0.37%	Q1 2023	Q4 2023	4
Tradewinds Global Investors, LLC	3	1	0.01%	0.01%	0.02%	Q1 2015	Q2 2016	4
KLR INVESTMENT ADVISORS, LLC	4	4	0.66%	0.69%	0.72%	Q4 2022	Q3 2023	4
Sebold Capital Management, Inc.	4	4	0.52%	0.53%	0.55%	Q4 2022	Q3 2023	4
Great Lakes Retirement, Inc.	4	4	0.09%	0.10%	0.13%	Q4 2022	Q3 2023	4
S.C. Financial Services, Inc.	4	4	0.28%	0.53%	0.68%	Q1 2022	Q4 2022	4
Red Cedar Capital, LLC	4	4	0.00%	0.01%	0.02%	Q1 2022	Q4 2022	4
CHELSEA COUNSEL CO	4	4	5.97%	6.56%	7.28%	Q4 2022	Q3 2023	4
Aspen Wealth Strategies, LLC	4	4	0.22%	0.25%	0.31%	Q4 2022	Q3 2023	4
Index Fund Advisors, Inc.	4	4	0.02%	0.05%	0.10%	Q4 2021	Q3 2022	4
Leading Edge Financial Planning LLC	4	4	0.14%	0.18%	0.24%	Q4 2022	Q3 2023	4
GODSEY & GIBB, INC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
FIDUCIARY TRUST INTERNATIONAL LLC	4	4	0.06%	0.09%	0.12%	Q2 2019	Q1 2020	4
FinTrust Investment Advisory Services, LLC	2	2	0.20%	0.31%	0.46%	Q2 2013	Q4 2017	4
Apriem Advisors	4	4	0.04%	0.04%	0.04%	Q4 2022	Q3 2023	4
PayPay Securities Corp	4	4	0.33%	0.98%	1.95%	Q4 2022	Q3 2023	4
Milestone Investment Advisors LLC	4	4	2.64%	3.57%	4.31%	Q4 2022	Q3 2023	4
Sanctuary Wealth Management, L.L.C.	2	1	0.01%	0.01%	0.01%	Q1 2010	Q3 2023	4
FFG RETIREMENT ADVISORS LLC	4	4	3.44%	3.70%	4.23%	Q4 2022	Q3 2023	4
Beaird Harris Wealth Management, LLC	4	4	0.01%	0.01%	0.01%	Q3 2022	Q2 2023	4
Lloyd Park, LLC	4	4	0.39%	0.84%	1.43%	Q4 2021	Q3 2022	4
Strait & Sound Wealth Management LLC	4	4	0.52%	0.57%	0.61%	Q4 2022	Q3 2023	4
Kapstone Financial Advisors LLC	4	4	2.87%	3.04%	3.25%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	2.51%	3.29%	3.99%	Q4 2022	Q3 2023	4
Squar Milner Financial Services LLC	2	1	0.01%	0.02%	0.06%	Q2 2018	Q1 2020	4
Chemistry Wealth Management LLC	4	4	0.10%	0.11%	0.13%	Q4 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.43%	0.53%	0.64%	Q4 2022	Q3 2023	4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4	4	0.14%	0.19%	0.32%	Q4 2022	Q3 2023	4
KILEY JUERGENS WEALTH MANAGEMENT, LLC	4	4	0.33%	0.38%	0.42%	Q4 2017	Q3 2018	4
Enterprise Trust & Investment Co	4	4	0.01%	0.01%	0.01%	Q3 2021	Q2 2022	4
Tanglewood Legacy Advisors, LLC	4	4	0.25%	0.27%	0.32%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.22%	0.23%	0.24%	Q4 2022	Q3 2023	4
Evergreen Wealth Management, LLC	4	4	5.36%	5.41%	5.50%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	4
Verus Financial Partners, Inc.	4	4	0.03%	0.04%	0.05%	Q1 2022	Q4 2022	4
First Farmers & Merchants Bank / Trust	4	4	0.29%	0.36%	0.41%	Q4 2021	Q3 2022	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.26%	0.29%	0.38%	Q4 2022	Q3 2023	4
LGT Financial Advisors LLC	4	4	0.29%	0.41%	0.48%	Q4 2022	Q3 2023	4
River Street Advisors LLC	4	4	0.95%	1.06%	1.21%	Q4 2022	Q3 2023	4
Mid-American Wealth Advisory Group, Inc.	2	2	2.36%	4.58%	5.94%	Q4 2021	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	6.28%	6.43%	6.62%	Q4 2022	Q3 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	1.10%	1.40%	1.82%	Q4 2022	Q3 2023	4
BANK HAPOALIM BM	3	3	0.22%	0.23%	0.23%	Q3 2019	Q1 2020	3
Marquette Asset Management, LLC	2	1	0.01%	0.02%	0.02%	Q1 2019	Q3 2021	3
Smith Anglin Financial, LLC	2	1	0.04%	0.04%	0.05%	Q1 2022	Q1 2023	3
Greenline Partners, LLC	3	3	1.19%	1.19%	1.19%	Q2 2018	Q4 2018	3
Noven Financial Group, Inc.	3	3	1.04%	1.71%	2.08%	Q1 2016	Q3 2016	3
OLD MISSION CAPITAL LLC	2	1	0.02%	0.11%	0.20%	Q4 2019	Q3 2020	3
FIRST MERCANTILE TRUST CO	3	3	1.30%	1.52%	1.86%	Q2 2019	Q4 2019	3
Camarda Financial Advisors, LLC	1	1	0.03%	0.76%	2.18%	Q4 2015	Q2 2022	3
Edmond de Rothschild (Europe)	3	3	0.17%	0.18%	0.20%	Q2 2015	Q4 2015	3
AlphaStar Capital Management, LLC	2	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2023	3
HATTON CONSULTING, INC.	3	3	3.32%	3.45%	3.65%	Q1 2021	Q3 2021	3
Argent Wealth Management LLC	3	3	0.12%	0.14%	0.15%	Q4 2019	Q2 2020	3
Trinity Financial Advisors LLC	3	3	0.18%	0.22%	0.25%	Q3 2022	Q1 2023	3
Sonora Investment Management Group, LLC	3	3	0.02%	0.02%	0.03%	Q4 2022	Q2 2023	3
Bayesian Capital Management, LP	1	1	0.03%	0.06%	0.09%	Q1 2020	Q2 2023	3
State of Wisconsin - Board of Commissioners of Public Lands	3	3	9.57%	9.81%	9.94%	Q1 2023	Q3 2023	3
USAdvisors Wealth Management, LLC	1	1	0.10%	0.14%	0.17%	Q4 2017	Q3 2021	3
Pinnacle Summer Investments, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2015	Q4 2015	3
Pallas Capital Advisors LLC	3	3	0.02%	0.07%	0.10%	Q1 2023	Q3 2023	3
Eagle Bay Advisors LLC	3	3	0.14%	0.16%	0.18%	Q1 2023	Q3 2023	3
Carnick & Kubik, LLC	3	3	0.21%	0.36%	0.45%	Q3 2015	Q1 2016	3
Headlands Technologies LLC	2	1	0.00%	0.24%	0.59%	Q4 2022	Q3 2023	3
MARSHALL WACE, LLP	2	1	0.00%	0.00%	0.00%	Q2 2022	Q1 2023	3
GLENMEDE TRUST CO NA	2	1	0.01%	0.01%	0.02%	Q2 2013	Q1 2014	3
FC Advisory LLC	3	3	0.15%	0.15%	0.16%	Q2 2019	Q4 2019	3
First Command Advisory Services, Inc.	2	1	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	3
Monument Capital Management	2	1	0.10%	0.23%	0.38%	Q4 2019	Q1 2022	3
WASHBURN CAPITAL MANAGEMENT, INC.	3	3	0.25%	0.58%	1.09%	Q4 2019	Q2 2020	3
Syverson Strege & Co	2	1	0.04%	0.04%	0.04%	Q2 2022	Q1 2023	3
WT Wealth Management	3	3	0.11%	0.11%	0.12%	Q2 2021	Q4 2021	3
Columbus Macro, LLC	2	1	0.05%	0.52%	0.76%	Q4 2019	Q3 2023	3
OneAscent Financial Services LLC	2	1	0.13%	0.50%	0.74%	Q2 2022	Q3 2023	3
Lehman Financial Resources, Inc.	2	1	0.01%	0.09%	0.13%	Q3 2015	Q3 2018	3
GenWealth Group, Inc.	3	3	0.11%	0.11%	0.11%	Q2 2018	Q4 2018	3
Strategic Financial Concepts, LLC	3	3	0.21%	0.24%	0.26%	Q1 2023	Q3 2023	3
Authentikos Wealth Advisory, LLC	3	3	0.39%	0.42%	0.45%	Q1 2023	Q3 2023	3
Lubar & Co., Inc	3	3	4.33%	6.39%	10.03%	Q2 2014	Q4 2014	3
Next Level Private LLC	2	1	0.16%	0.22%	0.25%	Q1 2022	Q3 2023	3
DAYMARK WEALTH PARTNERS, LLC	3	3	0.02%	0.03%	0.04%	Q1 2023	Q3 2023	3
Fiduciary Alliance LLC	2	1	0.03%	0.07%	0.11%	Q4 2022	Q3 2023	3
Hoxton Planning & Management, LLC	3	3	0.22%	0.25%	0.31%	Q4 2022	Q2 2023	3
First Capital Advisors Group, LLC.	1	1	0.07%	0.12%	0.22%	Q4 2016	Q2 2023	3
Ballew Advisors, Inc	3	3	0.05%	0.06%	0.07%	Q1 2018	Q3 2018	3
MGO Private Wealth, LLC	3	3	0.24%	0.28%	0.31%	Q1 2023	Q3 2023	3
Columbia Asset Management	3	3	0.04%	0.04%	0.04%	Q3 2018	Q1 2019	3
Kraft, Davis & Associates, LLC	2	1	0.21%	1.16%	3.05%	Q4 2022	Q3 2023	3
Nilsine Partners, LLC	3	3	0.08%	0.09%	0.09%	Q1 2023	Q3 2023	3
Tilson Financial Group, Inc.	2	1	4.59%	4.92%	5.28%	Q4 2022	Q3 2023	3
Guardian Financial Partners, LLC	2	1	0.91%	1.99%	3.16%	Q4 2022	Q3 2023	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.07%	0.08%	0.10%	Q3 2022	Q3 2023	3
CHILTON CAPITAL MANAGEMENT LLC	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
Venturi Wealth Management, LLC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
First City Capital Management, Inc.	3	3	0.02%	0.02%	0.02%	Q1 2014	Q3 2014	3
RIA Advisory Group LLC	3	3	0.10%	0.11%	0.12%	Q1 2023	Q3 2023	3
Dakota Community Bank & Trust NA	3	3	0.01%	0.20%	0.37%	Q3 2022	Q1 2023	3
ALBION FINANCIAL GROUP /UT	2	1	0.01%	0.01%	0.01%	Q4 2020	Q3 2021	3
Smith & Howard Wealth Management, LLC	3	3	0.07%	0.07%	0.08%	Q4 2022	Q2 2023	3
Verdence Capital Advisors LLC	2	1	0.02%	0.53%	1.27%	Q4 2019	Q3 2023	3
Delta Financial Group, Inc.	2	1	0.26%	0.30%	0.33%	Q4 2022	Q3 2023	3
RMR Wealth Builders	3	3	0.00%	0.81%	2.42%	Q3 2020	Q1 2021	3
Advisor OS, LLC	3	3	0.38%	0.42%	0.44%	Q1 2023	Q3 2023	3
Prosperity Wealth Management, Inc.	3	3	0.14%	0.17%	0.21%	Q4 2022	Q2 2023	3
Perennial Investment Advisors, LLC	2	1	0.07%	0.08%	0.08%	Q1 2022	Q4 2022	3
NewSquare Capital LLC	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
Capital Bank & Trust Co	3	3	0.00%	0.02%	0.03%	Q2 2019	Q4 2019	3
Oliver Luxxe Assets LLC	2	1	0.14%	0.24%	0.44%	Q1 2016	Q1 2017	3
Frontier Wealth Management LLC	3	3	0.05%	0.08%	0.13%	Q1 2020	Q3 2020	3
SWEENEY & MICHEL, LLC	3	3	1.88%	1.90%	1.93%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Carmel Capital Partners, LLC	3	3	0.02%	0.05%	0.07%	Q1 2023	Q3 2023	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.05%	0.05%	0.05%	Q1 2023	Q3 2023	3
St. James Investment Advisors, LLC	3	3	0.04%	0.09%	0.12%	Q2 2022	Q4 2022	3
ACUTE INVESTMENT ADVISORY, LLC	3	3	2.65%	5.90%	9.77%	Q1 2022	Q3 2022	3
Northern Capital Management, Inc.	3	3	0.21%	0.28%	0.38%	Q4 2020	Q2 2021	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Cardinal Point Wealth Management Partners, LLC	3	3	0.11%	0.12%	0.12%	Q1 2022	Q3 2022	3
Russell Investments Group, Ltd.	3	3	0.00%	0.02%	0.06%	Q1 2023	Q3 2023	3
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	3	3	0.02%	0.02%	0.03%	Q2 2019	Q4 2019	3
Accredited Investors Inc.	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
PROFFITT & GOODSON INC	3	3	0.01%	0.01%	0.01%	Q3 2018	Q1 2019	3
BAIRD ROBERT W & CO INC /WI/	3	3	0.01%	0.01%	0.01%	Q3 2014	Q1 2015	3
ADIRONDACK RETIREMENT SPECIALISTS, INC.	3	3	0.76%	0.79%	0.81%	Q1 2023	Q3 2023	3
Quantinno Capital Management LP	3	3	0.01%	0.02%	0.02%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	0.13%	0.15%	0.16%	Q1 2023	Q3 2023	3
West Oak Capital, LLC	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Oxinas Partners Wealth Management LLC	3	3	1.70%	1.75%	1.84%	Q1 2023	Q3 2023	3
Manchester Capital Management LLC	2	1	0.00%	0.02%	0.04%	Q3 2019	Q2 2020	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
TPB WEALTH ADVISORS	3	3	0.29%	1.55%	3.87%	Q4 2020	Q2 2021	3
Capital One Investing, Inc.	2	1	0.10%	0.14%	0.22%	Q4 2018	Q3 2019	3
Sightline Wealth Advisors, LLC	2	1	0.93%	0.97%	1.00%	Q1 2022	Q3 2023	3
Capital Wealth Planning, LLC	2	1	0.04%	0.05%	0.06%	Q2 2019	Q1 2020	3
Cape Investment Advisory, Inc.	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Keeler Thomas Management LLC	2	1	0.17%	0.19%	0.20%	Q4 2017	Q3 2018	3
ANCHOR CAPITAL ADVISORS LLC	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
ADAMSBROWN WEALTH CONSULTANTS LLC	3	3	0.17%	0.19%	0.21%	Q4 2021	Q2 2022	3
Flagship Private Wealth, LLC	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
LEO BROKERAGE, LLC	2	1	0.08%	0.18%	0.36%	Q3 2020	Q2 2023	3
Buck Wealth Strategies, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Selective Wealth Management, Inc.	3	3	0.00%	0.09%	0.14%	Q1 2022	Q3 2022	3
B&D White Capital Company, LLC	3	3	0.23%	1.71%	2.65%	Q3 2022	Q1 2023	3
ATHERTON LANE ADVISERS, LLC	2	1	0.01%	0.01%	0.01%	Q1 2015	Q4 2015	3
Fortitude Advisory Group L.L.C.	2	1	0.05%	0.10%	0.21%	Q4 2021	Q3 2023	3
Great Diamond Partners, LLC	3	3	0.30%	0.35%	0.42%	Q4 2019	Q2 2020	3
Prosperity Planning, Inc.	2	1	0.10%	0.12%	0.15%	Q4 2021	Q3 2023	3
Kingsbury Capital Investment Advisors LLC	3	3	1.14%	1.57%	2.05%	Q1 2022	Q3 2022	3
PFG Investments, LLC	3	3	0.67%	0.76%	0.82%	Q1 2023	Q3 2023	3
Allegiant Private Advisors, LLC	3	3	0.20%	0.27%	0.32%	Q4 2020	Q2 2021	3
Canal Capital Management, LLC	3	3	0.49%	0.55%	0.63%	Q4 2014	Q2 2015	3
FAIRFIELD, BUSH & CO.	1	1	0.01%	0.03%	0.04%	Q1 2018	Q2 2023	3
Elite Wealth Management, Inc.	2	1	1.60%	1.79%	2.16%	Q4 2014	Q3 2015	3
Berkshire Bank	3	3	0.05%	0.06%	0.06%	Q3 2020	Q1 2021	3
Round Table Services, LLC	2	1	0.08%	0.39%	0.99%	Q2 2013	Q3 2022	3
Simplicity Wealth,LLC	2	1	0.15%	0.24%	0.30%	Q4 2022	Q3 2023	3
ST GERMAIN D J CO INC	3	3	0.00%	0.00%	0.01%	Q2 2023	Q4 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.77%	0.79%	0.84%	Q4 2022	Q3 2023	3
Gallagher Fiduciary Advisors, LLC	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
Y-Intercept (Hong Kong) Ltd	2	1	0.04%	0.06%	0.08%	Q4 2021	Q4 2022	3
BlackRock Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2014	Q1 2016	3
Riverview Trust Co	3	3	0.08%	0.09%	0.10%	Q4 2019	Q2 2020	3
DIXON HUBARD FEINOUR & BROWN INC/VA	3	3	0.22%	0.26%	0.29%	Q4 2021	Q2 2022	3
Cambria Investment Management, L.P.	3	3	0.01%	0.02%	0.03%	Q4 2014	Q2 2015	3
Penserra Capital Management LLC	3	3	0.06%	0.08%	0.12%	Q4 2016	Q2 2017	3
IPG Investment Advisors LLC	3	3	0.05%	0.06%	0.07%	Q4 2021	Q2 2022	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.02%	0.05%	0.09%	Q1 2023	Q3 2023	3
MOTCO	2	1	0.01%	0.01%	0.01%	Q3 2020	Q4 2021	3
Cornerstone Planning Group LLC	2	1	0.09%	0.10%	0.12%	Q4 2022	Q3 2023	3
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2022	3
Chicago Wealth Management, Inc.	3	3	0.24%	0.26%	0.28%	Q2 2020	Q4 2020	3
Well Done, LLC	1	1	0.02%	0.13%	0.35%	Q4 2015	Q4 2018	3
Cornerstone Advisors, Inc.	3	3	0.02%	0.06%	0.09%	Q2 2019	Q4 2019	3
Delta Dental Plan of Michigan, Inc.	3	3	5.08%	5.36%	5.53%	Q4 2017	Q2 2018	3
Gs Investments, Inc.	3	3	0.02%	0.03%	0.04%	Q2 2017	Q4 2017	3
Indie Asset Partners, LLC	2	1	0.30%	0.38%	0.53%	Q2 2020	Q4 2022	3
FOCUS Wealth Advisors, LLC	3	3	0.42%	0.43%	0.44%	Q1 2023	Q3 2023	3
JOYN Advisors, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2018	Q4 2018	3
Blankinship & Foster, LLC	3	3	0.36%	0.44%	0.55%	Q1 2023	Q3 2023	3
BLUESTEIN R H & CO LLC	3	3	0.03%	0.03%	0.04%	Q1 2022	Q3 2022	3
Bordeaux Wealth Advisors LLC	2	1	0.08%	0.33%	0.81%	Q4 2021	Q2 2023	3
Sigma Investment Management Co	3	3	0.34%	0.37%	0.40%	Q2 2018	Q4 2018	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.90%	2.30%	3.01%	Q4 2021	Q2 2022	3
SigFig Wealth Management, LLC	3	3	0.01%	0.02%	0.02%	Q1 2023	Q3 2023	3
Convergent Wealth Advisors	3	3	0.16%	0.30%	0.45%	Q1 2015	Q3 2015	3
WHEATLAND ADVISORS INC	3	3	1.56%	3.81%	5.16%	Q4 2019	Q2 2020	3
Professional Financial Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q1 2022	Q3 2022	3
Sunflower Bank, N.A.	2	1	0.03%	0.03%	0.03%	Q1 2021	Q4 2021	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1	1	0.26%	1.31%	2.11%	Q3 2020	Q4 2022	3
Planning Solutions Group LLC	3	3	3.98%	4.00%	4.02%	Q4 2018	Q2 2019	3
Boston Trust Walden Corp	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
AJ WEALTH STRATEGIES, LLC	3	3	0.02%	0.03%	0.03%	Q4 2022	Q2 2023	3
Liberty Capital Management, Inc.	2	1	0.12%	0.16%	0.22%	Q4 2019	Q3 2023	3
Consolidated Portfolio Review Corp	3	3	0.99%	1.19%	1.40%	Q1 2023	Q3 2023	3
Polaris Wealth Advisory Group, LLC	3	3	0.00%	0.01%	0.01%	Q1 2018	Q3 2018	3
CFO4Life, L.P.	3	3	0.82%	3.60%	5.37%	Q1 2015	Q3 2015	3
Numeric Investors LLC	2	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2016	3
MANCHESTER FINANCIAL INC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q1 2021	3
BIP Wealth, LLC	3	3	0.63%	0.70%	0.81%	Q1 2023	Q3 2023	3
Coppell Advisory Solutions LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
EMORY UNIVERSITY	3	3	0.01%	0.01%	0.01%	Q2 2011	Q4 2011	3
Archvest Wealth Advisors, Inc.	3	3	0.28%	0.30%	0.32%	Q4 2021	Q2 2022	3
Exchange Capital Management, Inc.	3	3	0.02%	0.04%	0.05%	Q1 2014	Q3 2014	3
TRUE Private Wealth Advisors	3	3	0.03%	0.09%	0.18%	Q2 2021	Q4 2021	3
Pflug Koory, LLC	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
Avalon Investment & Advisory	3	3	0.01%	0.02%	0.02%	Q3 2022	Q1 2023	3
Capstone Triton Financial Group, LLC	3	3	0.86%	1.02%	1.19%	Q4 2020	Q2 2021	3
ATWOOD & PALMER INC	2	1	0.01%	0.01%	0.01%	Q3 2014	Q4 2022	3
Southern Wealth Management, LLP	3	3	0.16%	0.31%	0.60%	Q3 2022	Q1 2023	3
WEALTH EFFECTS LLC	3	3	0.13%	0.14%	0.16%	Q1 2023	Q3 2023	3
WELCH & FORBES LLC	3	3	0.01%	0.01%	0.01%	Q3 2022	Q1 2023	3
Willis Johnson & Associates, Inc.	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
WCG Wealth Advisors LLC	2	2	0.02%	0.04%	0.06%	Q2 2022	Q3 2022	3
Palisades Hudson Asset Management, L.P.	1	1	0.10%	0.12%	0.13%	Q2 2017	Q1 2022	2
CERTUITY, LLC	2	2	0.05%	0.06%	0.06%	Q2 2021	Q3 2021	2
1st Global Advisors, Inc.	2	2	0.03%	0.03%	0.03%	Q1 2017	Q2 2017	2
Parcion Private Wealth LLC	2	2	0.04%	0.04%	0.04%	Q2 2022	Q3 2022	2
WJ Wealth Management, LLC	2	2	3.31%	4.08%	4.84%	Q4 2019	Q1 2020	2
Chronos Wealth Management, LLC	2	2	0.49%	0.54%	0.59%	Q4 2019	Q1 2020	2
PROFESSIONAL ADVISORY SERVICES INC	1	1	0.06%	0.09%	0.11%	Q4 2021	Q2 2022	2
Stanford Investment Group, Inc.	2	2	0.00%	0.00%	0.00%	Q3 2016	Q4 2016	2
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	2	2	0.30%	0.32%	0.32%	Q4 2019	Q1 2020	2
Strategic Wealth Investment Group, LLC	2	2	0.03%	0.04%	0.04%	Q1 2023	Q2 2023	2
Psagot Value Holdings Ltd.	1	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2015	2
American Investment Services, Inc.	2	2	0.08%	0.08%	0.08%	Q4 2022	Q1 2023	2
Summit Wealth Group, LLC	2	2	0.10%	0.13%	0.16%	Q1 2023	Q2 2023	2
Optas, LLC	2	2	0.18%	0.33%	0.48%	Q4 2019	Q1 2020	2
Endurance Wealth Management, Inc.	2	2	0.00%	0.00%	0.00%	Q3 2017	Q4 2017	2
Evensky & Katz LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Wealth Quarterback LLC	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Clark Capital Management Group, Inc.	2	2	0.02%	0.02%	0.02%	Q1 2015	Q2 2015	2
AlphaMark Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Aris Wealth Services, Inc.	2	2	0.04%	0.06%	0.08%	Q2 2015	Q3 2015	2
Aprio Wealth Management, LLC	2	2	0.50%	0.58%	0.66%	Q2 2020	Q3 2020	2
DRW Securities, LLC	1	1	0.10%	0.10%	0.11%	Q1 2014	Q4 2014	2
Westend Capital Management, LLC	2	2	0.02%	0.02%	0.02%	Q3 2014	Q4 2014	2
Revolve Wealth Partners, LLC	2	2	0.06%	0.07%	0.08%	Q3 2022	Q4 2022	2
Capital Market Strategies LLC	1	1	0.19%	0.19%	0.19%	Q2 2023	Q4 2023	2
Winchester Group Inc.	2	2	0.09%	0.10%	0.10%	Q2 2013	Q3 2013	2
Weil Company, Inc.	2	2	0.12%	0.17%	0.21%	Q3 2022	Q4 2022	2
Aspire Private Capital, LLC	1	1	0.00%	0.01%	0.01%	Q3 2019	Q2 2023	2
Aaron Wealth Advisors LLC	2	2	0.04%	0.05%	0.05%	Q2 2023	Q3 2023	2
First Financial Bank - Trust Division	2	2	0.07%	0.07%	0.07%	Q4 2013	Q1 2014	2
MISSOURI VALLEY PARTNERS, INC.	2	2	0.21%	0.21%	0.21%	Q2 2013	Q3 2013	2
Onyx Bridge Wealth Group LLC	2	2	0.41%	0.46%	0.51%	Q2 2023	Q3 2023	2
TD ASSET MANAGEMENT INC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	2
Counsel Portfolio Services Inc.	2	2	0.04%	0.04%	0.04%	Q1 2016	Q2 2016	2
Apexium Financial, LP	1	1	0.02%	0.27%	0.52%	Q4 2019	Q4 2022	2
BSW Wealth Partners	2	2	0.73%	0.75%	0.76%	Q1 2015	Q2 2015	2
Quantbot Technologies LP	1	1	0.01%	0.01%	0.01%	Q1 2020	Q2 2021	2
AMERICAN FINANCIAL GROUP INC	2	2	0.03%	0.03%	0.03%	Q2 2017	Q3 2017	2
Legacy Financial Group LLC	1	1	0.04%	0.20%	0.36%	Q4 2020	Q3 2023	2
Apex Capital Management	1	1	0.01%	0.01%	0.01%	Q1 2014	Q2 2015	2
Main Street Research LLC	1	1	0.05%	0.05%	0.05%	Q4 2019	Q1 2023	2
Galvin, Gaustad & Stein, LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
UNITED BANK	2	2	0.12%	0.12%	0.12%	Q4 2020	Q1 2021	2
BRADLEY FOSTER & SARGENT INC/CT	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
Vectors Research Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
ShoreHaven Wealth Partners, LLC	2	2	0.21%	0.21%	0.21%	Q2 2023	Q3 2023	2
STATE STREET CORP	2	2	0.00%	0.00%	0.00%	Q2 2017	Q3 2017	2
Wilks Brothers, LLC	2	2	0.50%	0.54%	0.58%	Q2 2018	Q3 2018	2
DOLIVER ADVISORS, LP	1	1	0.08%	0.12%	0.16%	Q1 2019	Q3 2021	2
SHAPIRO ROBERT N	2	2	2.38%	2.56%	2.74%	Q3 2014	Q4 2014	2
Alaethes Wealth LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
ExodusPoint Capital Management, LP	1	1	0.04%	0.13%	0.21%	Q2 2020	Q2 2021	2
NewEdge Wealth, LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Wechter Feldman Wealth Management, Inc.	2	2	4.91%	5.51%	6.11%	Q4 2016	Q1 2017	2
Invst, LLC	2	2	0.11%	0.18%	0.25%	Q2 2023	Q3 2023	2
Clearshares LLC	2	2	2.42%	2.42%	2.42%	Q3 2021	Q4 2021	2
Probity Advisors, Inc.	1	1	0.07%	0.07%	0.08%	Q3 2021	Q2 2023	2
Sageworth Trust Co of South Dakota	2	2	2.08%	2.18%	2.27%	Q2 2023	Q3 2023	2
SWM Advisors	2	2	0.18%	0.27%	0.36%	Q4 2021	Q1 2022	2
Activest Wealth Management	1	1	0.00%	0.01%	0.02%	Q3 2021	Q2 2023	2
Revisor Wealth Management LLC	2	2	0.34%	0.34%	0.34%	Q1 2023	Q2 2023	2
Strategic Asset Management, LLC	2	2	0.02%	0.03%	0.03%	Q1 2022	Q2 2022	2
MARIPAU WEALTH MANAGEMENT LLC	2	2	0.62%	0.66%	0.69%	Q2 2023	Q3 2023	2
Iowa State Bank	2	2	0.06%	0.06%	0.06%	Q4 2021	Q1 2022	2
Providence Capital Advisors, LLC	1	1	0.01%	0.02%	0.04%	Q1 2020	Q3 2023	2
FINANCIAL LIFE ADVISORS	2	2	0.27%	0.27%	0.27%	Q2 2023	Q3 2023	2
Filament LLC	2	2	0.07%	0.08%	0.08%	Q3 2019	Q4 2019	2
Northwest Capital Management Inc	2	2	0.05%	0.06%	0.06%	Q2 2023	Q3 2023	2
Gilman Hill Asset Management, LLC	2	2	0.06%	0.07%	0.08%	Q1 2021	Q2 2021	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.08%	0.09%	0.10%	Q4 2021	Q1 2022	2
MAS Advisors LLC	2	2	0.32%	0.46%	0.61%	Q4 2021	Q1 2022	2
TCG Advisors, LP	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
Horizon Investments, LLC	2	2	2.89%	3.00%	3.12%	Q3 2017	Q4 2017	2
Echo45 Advisors LLC	2	2	0.17%	0.19%	0.20%	Q4 2022	Q1 2023	2
Strategic Capital Alternatives LLC	1	1	0.02%	0.03%	0.04%	Q3 2014	Q2 2015	2
HOME FEDERAL BANK OF TENNESSEE	2	2	0.07%	0.07%	0.07%	Q4 2021	Q1 2022	2
High Falls Advisors, Inc	2	2	0.09%	0.09%	0.10%	Q2 2023	Q3 2023	2
Virtu KCG Holdings LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2016	2
626 Financial, LLC	2	2	0.14%	0.14%	0.14%	Q4 2022	Q1 2023	2
Slow Capital, Inc.	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
Intercontinental Wealth Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q2 2019	Q3 2019	2
Oak Point Wealth Management	2	2	2.43%	2.52%	2.60%	Q4 2017	Q1 2018	2
LVW Advisors, LLC	2	2	0.06%	0.08%	0.10%	Q2 2023	Q3 2023	2
Reynolds Investment Management, Inc.	2	2	4.13%	4.43%	4.73%	Q1 2022	Q2 2022	2
Ridgewood Investments LLC	2	2	0.03%	0.03%	0.03%	Q1 2023	Q2 2023	2
HORIZON FINANCIAL SERVICES, LLC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.05%	0.05%	0.05%	Q2 2013	Q3 2013	2
Dunhill Financial, LLC	2	2	0.11%	0.12%	0.12%	Q2 2023	Q3 2023	2
Three Bridge Wealth Advisors, LLC	2	2	0.10%	0.11%	0.12%	Q4 2022	Q1 2023	2
SWAN Capital LLC	1	1	0.63%	0.73%	0.83%	Q1 2023	Q3 2023	2
DRIVE WEALTH MANAGEMENT, LLC	2	2	0.09%	0.11%	0.12%	Q4 2022	Q1 2023	2
TFO Wealth Partners, LLC	2	2	0.02%	0.03%	0.04%	Q4 2021	Q1 2022	2
Family Asset Management, LLC	2	2	0.29%	0.58%	0.86%	Q2 2023	Q3 2023	2
MAPLE SECURITIES USA INC	2	2	0.03%	0.08%	0.13%	Q4 2014	Q1 2015	2
Riverview Capital Advisers, LLC	2	2	0.05%	0.05%	0.05%	Q4 2021	Q1 2022	2
Moran Wealth Management, LLC	2	2	0.01%	0.04%	0.06%	Q4 2022	Q1 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.04%	0.04%	0.05%	Q4 2022	Q1 2023	2
INNOVIS ASSET MANAGEMENT LLC	2	2	0.08%	0.10%	0.11%	Q4 2022	Q1 2023	2
Alpha Financial Partners, LLC	2	2	0.25%	0.28%	0.31%	Q2 2023	Q3 2023	2
PANORAMIC INVESTMENT ADVISORS, LLC	1	1	2.00%	2.10%	2.19%	Q4 2022	Q3 2023	2
ORG Partners LLC	2	2	0.04%	0.06%	0.09%	Q2 2023	Q3 2023	2
Slagle Financial, LLC	2	2	0.21%	0.22%	0.22%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	3.09%	3.09%	3.10%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	4.90%	4.93%	4.97%	Q2 2023	Q3 2023	2
Arcataur Capital Management LLC	2	2	1.82%	1.82%	1.82%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.08%	0.10%	0.13%	Q2 2023	Q3 2023	2
CGC Financial Services, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Slocum, Gordon & Co LLP	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
True Capital Management	2	2	0.44%	0.52%	0.59%	Q4 2022	Q1 2023	2
CENTRAL BANK & TRUST CO	2	2	0.00%	0.00%	0.01%	Q3 2020	Q4 2020	2
Independent Advisor Alliance	1	1	0.29%	0.40%	0.50%	Q1 2017	Q4 2019	2
QCM Cayman, Ltd.	1	1	0.40%	0.58%	0.75%	Q3 2020	Q3 2021	2
NOMURA HOLDINGS INC	2	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2013	2
SPINNAKER TRUST	1	1	0.02%	0.18%	0.33%	Q4 2018	Q3 2019	2
HARVEST GROUP WEALTH MANAGEMENT, LLC	2	2	0.07%	0.09%	0.10%	Q1 2019	Q2 2019	2
Checchi Capital Advisers, LLC	1	1	0.03%	0.08%	0.13%	Q2 2020	Q1 2022	2
AMERICAN CENTURY COMPANIES INC	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2020	2
Kalos Management, Inc.	1	1	0.05%	0.09%	0.13%	Q4 2015	Q1 2021	2
CANANDAIGUA NATIONAL CORP	2	2	0.06%	0.06%	0.06%	Q4 2021	Q1 2022	2
PRINCIPAL FINANCIAL GROUP INC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Bridgeworth, LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2023	2
ARGENT CAPITAL MANAGEMENT LLC	1	1	0.02%	0.04%	0.06%	Q1 2020	Q2 2022	2
VAUGHAN & Co SECURITIES, INC.	2	2	0.07%	0.08%	0.08%	Q4 2019	Q1 2020	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.05%	0.05%	0.05%	Q4 2014	Q1 2015	2
Karp Capital Management Corp	2	2	0.05%	0.35%	0.65%	Q2 2022	Q3 2022	2
MEEDER ASSET MANAGEMENT INC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Tidal Investments LLC	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
ALLIANCEBERNSTEIN L.P.	1	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2018	2
HMS Capital Management, LLC	1	1	0.04%	0.17%	0.29%	Q1 2018	Q2 2019	2
ROWLAND CARMICHAEL ADVISORS INC /ADV	1	1	0.01%	0.11%	0.21%	Q2 2016	Q4 2020	2
INTREPID CAPITAL MANAGEMENT INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
BBVA USA	2	2	0.00%	0.00%	0.01%	Q2 2021	Q3 2021	2
RKL Wealth Management LLC	2	2	0.03%	0.03%	0.03%	Q2 2022	Q3 2022	2
ROBERTSON STEPHENS ADVISORS LLC	2	2	0.23%	0.40%	0.58%	Q4 2016	Q1 2017	2
Trinity Wealth Management, LLC	2	2	0.19%	2.06%	3.93%	Q2 2023	Q3 2023	2
VAN STRUM & TOWNE INC.	2	2	0.12%	0.13%	0.13%	Q1 2021	Q2 2021	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
HUTCHINSON CAPITAL MANAGEMENT/CA	2	2	0.54%	0.55%	0.56%	Q4 2021	Q1 2022	2
Moisand Fitzgerald Tamayo, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	2
One Capital Management, LLC	2	2	0.01%	0.66%	1.30%	Q4 2022	Q1 2023	2
Man Group plc	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
Lebenthal Holdings,LLC	1	1	0.03%	0.07%	0.11%	Q4 2014	Q2 2016	2
Carolina Wealth Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	2
Perella Weinberg Partners Capital Management LP	2	2	0.05%	0.32%	0.59%	Q1 2019	Q2 2019	2
Vigilant Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q4 2022	2
Auour Investments LLC	2	2	0.83%	0.89%	0.94%	Q2 2023	Q3 2023	2
Clear Creek Financial Management, LLC	2	2	0.04%	0.13%	0.23%	Q2 2020	Q3 2020	2
Beck Bode, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	2
Blueshift Asset Management, LLC	1	1	0.05%	0.05%	0.05%	Q3 2020	Q3 2020	1
NewDay Solutions, LLC	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
Schneider Downs Wealth Management Advisors, LP	1	1	0.13%	0.13%	0.13%	Q1 2020	Q1 2020	1
ORSER CAPITAL MANAGEMENT, LLC	1	1	0.20%	0.20%	0.20%	Q4 2019	Q4 2019	1
Freedom Investment Management, Inc.	1	1	0.05%	0.05%	0.05%	Q3 2015	Q3 2015	1
Lakewood Asset Management LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
Magnolia Wealth Management, LLC	1	1	4.65%	4.65%	4.65%	Q4 2021	Q4 2021	1
Leverty Financial Group, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Shamrock Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
Rafferty Asset Management, LLC	1	1	0.30%	0.30%	0.30%	Q2 2013	Q2 2013	1
Tibra Equities Europe Ltd	1	1	0.25%	0.25%	0.25%	Q3 2020	Q3 2020	1
Tillar-Wenstrup Advisors, LLC	1	1	2.58%	2.58%	2.58%	Q4 2013	Q4 2013	1
TCWP LLC	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
Claybrook Capital, LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Virtue Capital Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2017	Q4 2017	1
Transparent Wealth Partners LLC	1	1	0.72%	0.72%	0.72%	Q1 2022	Q1 2022	1
Column Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Sterling Global Strategies LLC	1	1	0.16%	0.16%	0.16%	Q4 2018	Q4 2018	1
Stonehearth Capital Management, LLC	1	1	1.01%	1.01%	1.01%	Q4 2015	Q4 2015	1
Pine Valley Investments Ltd Liability Co	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Masso Torrence Wealth Management Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Trivant Custom Portfolio Group, LLC	1	1	0.11%	0.11%	0.11%	Q1 2023	Q1 2023	1
Atomi Financial Group, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Eos Management, L.P.	1	1	0.40%	0.40%	0.40%	Q1 2020	Q1 2020	1
BLB&B Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Ford Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Nemes Rush Group LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
ELEVATUS WELATH MANAGEMENT	1	1	0.31%	0.31%	0.31%	Q3 2023	Q3 2023	1
Merrion Investment Management Co, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
HNP Capital LLC	1	1	0.12%	0.12%	0.12%	Q1 2020	Q1 2020	1
Osbon Capital Management LLC	1	1	0.41%	0.41%	0.41%	Q2 2019	Q2 2019	1
Harborview Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q4 2019	Q4 2019	1
Investors Financial Group, LLC	1	1	0.19%	0.19%	0.19%	Q4 2019	Q4 2019	1
KFA Private Wealth Group, LLC	1	1	0.33%	0.33%	0.33%	Q3 2021	Q3 2021	1
LJI Wealth Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
RAM Investment Partners, LLC	1	1	0.11%	0.11%	0.11%	Q4 2023	Q4 2023	1
Waterloo Capital, L.P.	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Strategic Advocates LLC	1	1	0.22%	0.22%	0.22%	Q3 2023	Q3 2023	1
Cable Hill Partners, LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Capital Wealth Alliance, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Indiana Trust & Investment Management CO	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
ARS Wealth Advisors Group, LLC	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
Towerpoint Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
GSG Advisors LLC	1	1	11.68%	11.68%	11.68%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Arlington Trust Co LLC	1	1	3.48%	3.48%	3.48%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Accurate Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Arvest Bank Trust Division	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
United Community Bank	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
J Arnold Wealth Management Co	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Private Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Boulder Wealth Advisors, LLC	1	1	11.06%	11.06%	11.06%	Q4 2022	Q4 2022	1
NEXT Financial Holdings	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
Paulson Wealth Management Inc.	1	1	0.06%	0.06%	0.06%	Q4 2017	Q4 2017	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Oakworth Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Y.D. More Investments Ltd	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Visionary Asset Management, Inc.	1	1	0.08%	0.08%	0.08%	Q2 2018	Q2 2018	1
GENWORTH FINANCIAL INC	1	1	0.25%	0.25%	0.25%	Q2 2013	Q2 2013	1
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP	1	1	0.08%	0.08%	0.08%	Q2 2018	Q2 2018	1
DT Investment Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
LOOMIS SAYLES & CO L P	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Metavasi Capital LP	1	1	11.55%	11.55%	11.55%	Q3 2022	Q3 2022	1
Quad Capital Management Advisors LLC	1	1	0.11%	0.11%	0.11%	Q3 2018	Q3 2018	1
Community Financial Services Group, LLC	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
Farmers & Merchants Trust Co of Chambersburg PA	1	1	0.08%	0.08%	0.08%	Q2 2018	Q2 2018	1
LaFleur & Godfrey LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Optiver Holding B.V.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Guardian Wealth Advisors, LLC	1	1	9.51%	9.51%	9.51%	Q1 2021	Q1 2021	1
ARES MANAGEMENT LLC	1	1	0.18%	0.18%	0.18%	Q2 2021	Q2 2021	1
Canvas Wealth Advisors, LLC	1	1	0.15%	0.15%	0.15%	Q1 2023	Q1 2023	1
Colorado Capital Management, Inc.	1	1	0.14%	0.14%	0.14%	Q4 2019	Q4 2019	1
Connectus Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Curi Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Chicago Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
O'Dell Group, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
FNY Investment Advisers, LLC	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
Holloway Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
GENERAL ELECTRIC CO	1	1	3.14%	3.14%	3.14%	Q3 2017	Q3 2017	1
GUGGENHEIM CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
CXI Advisors	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Interchange Capital Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Mariner Wealth Advisors-Madison, LLC	1	1	0.01%	0.01%	0.01%	Q3 2013	Q3 2013	1
Inscription Capital, LLC	1	1	1.67%	1.67%	1.67%	Q2 2021	Q2 2021	1
Team Financial Group, LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Oder Investment Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Bluefin Trading, LLC	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
WEATHERLY ASSET MANAGEMENT L. P.	1	1	0.03%	0.03%	0.03%	Q2 2014	Q2 2014	1
FINANCIAL MANAGEMENT NETWORK INC	1	1	0.15%	0.15%	0.15%	Q4 2022	Q4 2022	1
BNP PARIBAS FINANCIAL MARKETS	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
DHJJ Financial Advisors, Ltd.	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
CLEAR STREET MARKETS LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
HORIZON BANCORP INC /IN/	1	1	0.11%	0.11%	0.11%	Q1 2020	Q1 2020	1
FSB PREMIER WEALTH MANAGEMENT, INC.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Adams Wealth Management	1	1	1.01%	1.01%	1.01%	Q4 2019	Q4 2019	1
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
TAP Consulting, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Gallagher Benefit Services, Inc.	1	1	0.12%	0.12%	0.12%	Q4 2022	Q4 2022	1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Portfolio Strategies Inc	1	1	0.13%	0.13%	0.13%	Q4 2017	Q4 2017	1
Heritage Financial Services, LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
BTC Capital Management, Inc.	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
SUMITOMO MITSUI FINANCIAL GROUP, INC.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Crosspoint Capital Strategies, LLC	1	1	1.48%	1.48%	1.48%	Q4 2015	Q4 2015	1
NORTHWEST WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
SG3 Management, LLC	1	1	0.25%	0.25%	0.25%	Q1 2019	Q1 2019	1
Infini Master Fund	1	1	1.56%	1.56%	1.56%	Q1 2022	Q1 2022	1
CULLINAN ASSOCIATES INC	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
Delek Group, Ltd.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Lebenthal Wealth Advisors, LLC	1	1	0.71%	0.71%	0.71%	Q2 2016	Q2 2016	1
HIGH POINT BANK & TRUST CO	1	1	0.08%	0.08%	0.08%	Q4 2016	Q4 2016	1
USCA RIA LLC	1	1	0.08%	0.08%	0.08%	Q1 2021	Q1 2021	1
Strid Group, LLC	1	1	0.08%	0.08%	0.08%	Q2 2016	Q2 2016	1
STABLEFORD CAPITAL II LLC	1	1	0.16%	0.16%	0.16%	Q1 2023	Q1 2023	1
ELM ADVISORS, LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
EFG Asset Management (Americas) Corp.	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
BANK OF NOVA SCOTIA	1	1	0.04%	0.04%	0.04%	Q1 2013	Q1 2013	1
Lake Point Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Friedenthal Financial	1	1	1.50%	1.50%	1.50%	Q1 2023	Q1 2023	1
Western Asset Management Company, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Advisors Preferred, LLC	1	1	1.87%	1.87%	1.87%	Q4 2014	Q4 2014	1
Diversified, LLC	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
Verde Capital Management	1	1	2.18%	2.18%	2.18%	Q4 2019	Q4 2019	1
STRINGER ASSET MANAGEMENT, LLC	1	1	0.29%	0.29%	0.29%	Q2 2015	Q2 2015	1
VESTOR CAPITAL, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
MidWestOne Financial Group, Inc.	1	1	0.09%	0.09%	0.09%	Q2 2019	Q2 2019	1
ForthRight Wealth Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
EASTERN BANK	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
HARRELL INVESTMENT PARTNERS, LLC	1	1	0.18%	0.18%	0.18%	Q1 2022	Q1 2022	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.08%	0.08%	0.08%	Q1 2017	Q1 2017	1
FIRST INTERSTATE BANK	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.45%	0.45%	0.45%	Q3 2018	Q3 2018	1
Financial Network Wealth Management LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
VICTORY CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Strategic Investment Advisors / MI	1	1	0.35%	0.35%	0.35%	Q3 2022	Q3 2022	1
PALLADIUM PARTNERS LLC	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
Houlihan Financial Resource Group, Ltd.	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
NBC SECURITIES, INC.	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Centennial Wealth Advisory LLC	1	1	0.18%	0.18%	0.18%	Q4 2020	Q4 2020	1
GoalVest Advisory LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
CLIENT 1ST ADVISORY GROUP, LLC	1	1	0.14%	0.14%	0.14%	Q2 2023	Q2 2023	1
Aberdeen Wealth Management LLC	1	1	0.46%	0.46%	0.46%	Q4 2019	Q4 2019	1
Kathmere Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Covenant Multifamily Offices, LLC	1	1	0.30%	0.30%	0.30%	Q4 2013	Q4 2013	1
HOHIMER WEALTH MANAGEMENT, LLC	1	1	0.09%	0.09%	0.09%	Q4 2019	Q4 2019	1
Enterprise Bank & Trust Co	1	1	0.32%	0.32%	0.32%	Q1 2023	Q1 2023	1
NEW YORK STATE COMMON RETIREMENT FUND	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Financial Advantage, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
JANUS HENDERSON INVESTORS US LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
ELEMENT POINTE ADVISORS, LLC	1	1	0.12%	0.12%	0.12%	Q1 2019	Q1 2019	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
MARIETTA INVESTMENT PARTNERS LLC	1	1	0.22%	0.22%	0.22%	Q1 2014	Q1 2014	1
MIZUHO SECURITIES USA LLC	1	1	0.47%	0.47%	0.47%	Q1 2016	Q1 2016	1
Watson Rebecca	1	1	0.06%	0.06%	0.06%	Q2 2020	Q2 2020	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
O'Brien Wealth Partners LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
CMC Financial Group	1	1	0.21%	0.21%	0.21%	Q1 2019	Q1 2019	1
Paloma Partners Management Co	1	1	0.05%	0.05%	0.05%	Q2 2020	Q2 2020	1
Financial Gravity Companies, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
CHURCHILL MANAGEMENT Corp	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Tolleson Wealth Management, Inc.	1	1	0.14%	0.14%	0.14%	Q4 2019	Q4 2019	1
Cordant, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
Strategic Point Investment Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
FURE FINANCIAL CORP	1	1	2.63%	2.63%	2.63%	Q2 2022	Q2 2022	1
EWG Elevate Inc.	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Hanlon Investment Management, Inc.	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.33%	0.33%	0.33%	Q3 2016	Q3 2016	1
First Allied Asset Management, Inc.	1	1	1.06%	1.06%	1.06%	Q1 2015	Q1 2015	1
SCHAFER CULLEN CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
HHG & Company, LLC	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
GW&K Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Bellwether Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Willis Investment Counsel	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
STEWART & PATTEN CO LLC	1	1	0.04%	0.04%	0.04%	Q1 2023	Q1 2023	1
Carl P. Sherr & Co., LLC	1	1	0.21%	0.21%	0.21%	Q4 2019	Q4 2019	1
MFA WEALTH ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Daiwa Capital Markets America Inc.	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Cedar Mountain Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
LS Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
SOCIETE GENERALE	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Live Your Vision, LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Sound View Wealth Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
IMC-Chicago, LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Buffington Mohr McNeal	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Inspire Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
INTEGRAL DERIVATIVES, LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
AXS Investments LLC	1	1	0.47%	0.47%	0.47%	Q2 2023	Q2 2023	1
Taconic Capital Advisors LP	1	1	0.22%	0.22%	0.22%	Q3 2023	Q3 2023	1
TURNER INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Hunter Perkins Capital Management, LLC	1	1	0.13%	0.13%	0.13%	Q4 2020	Q4 2020	1
Squarepoint Ops LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Traverso Chambers Private Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q1 2023	Q1 2023	1
1 NORTH WEALTH SERVICES LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Banyan Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Tradeworx Inc.	1	1	0.10%	0.10%	0.10%	Q2 2013	Q2 2013	1
Prostatis Group LLC	1	1	0.49%	0.49%	0.49%	Q2 2022	Q2 2022	1
Arlington Capital Management, Inc.	1	1	0.39%	0.39%	0.39%	Q4 2022	Q4 2022	1
Atlas Private Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
COMMUNITY TRUST & INVESTMENT CO	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Aspen Grove Capital, LLC	1	1	0.27%	0.27%	0.27%	Q3 2023	Q3 2023	1
Pegasus Partners Ltd.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Total Clarity Wealth Management, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
SkyOak Wealth, LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
Nalls Sherbakoff Group, LLC	1	1	0.44%	0.44%	0.44%	Q4 2018	Q4 2018	1
Gratus Capital, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Starfire Investment Advisers, Inc.	1	1	2.92%	2.92%	2.92%	Q4 2017	Q4 2017	1
COHEN LAWRENCE B	1	1	0.22%	0.22%	0.22%	Q2 2022	Q2 2022	1
Wealth Enhancement & Preservation of GA, LLC	1	1	0.16%	0.16%	0.16%	Q4 2019	Q4 2019	1
Almanack Investment Partners, LLC.	1	1	0.30%	0.30%	0.30%	Q3 2017	Q3 2017	1
Rather & Kittrell, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Cardinal Point Capital Management ULC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Hibernia Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Second Half Financial Partners, LLC	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
Avant Capital LLC	1	1	0.22%	0.22%	0.22%	Q2 2023	Q2 2023	1
Verum Partners LLC	1	1	0.37%	0.37%	0.37%	Q3 2023	Q3 2023	1
Coppell Advisory Solutions Corp.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
JDM Financial Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
SevenBridge Financial Group, LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
JBJ Investment Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Vertex Planning Partners, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
Align Wealth Management, LLC	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
Pinnacle Wealth Advisors	1	1	0.70%	0.70%	0.70%	Q2 2021	Q2 2021	1
WealthTrust Fairport, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
GDS Wealth Management	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Ruedi Wealth Management, Inc.	1	1	0.08%	0.08%	0.08%	Q1 2023	Q1 2023	1
CETERA INVESTMENT MANAGEMENT LLC	1	1	0.58%	0.58%	0.58%	Q4 2015	Q4 2015	1
Infini Capital Management Ltd	1	1	1.56%	1.56%	1.56%	Q1 2022	Q1 2022	1
East Coast Asset Management, LLC.	1	1	0.03%	0.03%	0.03%	Q4 2012	Q4 2012	1
Seven Springs Wealth Group, LLC	1	1	0.12%	0.12%	0.12%	Q1 2022	Q1 2022	1
Black Swift Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Lake Hills Wealth Management, LLC	1	1	1.87%	1.87%	1.87%	Q3 2023	Q3 2023	1
W.G. Shaheen & Associates DBA Whitney & Co	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Cassaday & Co Wealth Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
QUATTRO FINANCIAL ADVISORS LLC	1	1	0.24%	0.24%	0.24%	Q3 2017	Q3 2017	1
Permit Capital Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q1 2022	Q1 2022	1
Segment Wealth Management, LLC	1	1	0.07%	0.07%	0.07%	Q1 2020	Q1 2020	1
Johnson Financial Group, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
BKA Wealth Consulting, Inc.	1	1	3.64%	3.64%	3.64%	Q1 2023	Q1 2023	1
Comprehensive Financial Consultants Institutional, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Glassy Mountain Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
KerberRose Wealth Management, LLC	1	1	0.84%	0.84%	0.84%	Q2 2022	Q2 2022	1
Risk Paradigm Group, LLC	1	1	0.22%	0.22%	0.22%	Q4 2018	Q4 2018	1
Reby Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q4 2020	Q4 2020	1
Redwood Investment Management, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Janney Capital Management LLC	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
BluePath Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Camelot Portfolios, LLC	1	1	0.49%	0.49%	0.49%	Q4 2018	Q4 2018	1
Marion Wealth Management	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
Ipsen Advisor Group LLC	1	1	0.80%	0.80%	0.80%	Q4 2022	Q4 2022	1
Paragon Capital Management Ltd	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
TFB Advisors LLC	1	1	0.17%	0.17%	0.17%	Q2 2023	Q2 2023	1
Advocacy Wealth Management Services, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
KRS Capital Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Prossimo Advisors, LLC	1	1	0.98%	0.98%	0.98%	Q2 2023	Q2 2023	1
FundX Investment Group, LLC	1	1	0.11%	0.11%	0.11%	Q3 2016	Q3 2016	1
STONNINGTON GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
CenterStar Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Shilanski & Associates, Inc.	1	1	0.24%	0.24%	0.24%	Q3 2022	Q3 2022	1
Robbie L. Kennerson P.A., Inc.	1	1	5.98%	5.98%	5.98%	Q4 2022	Q4 2022	1
Ergoteles LLC	1	1	0.08%	0.08%	0.08%	Q1 2022	Q1 2022	1
Oak Asset Management, LLC	1	1	0.36%	0.36%	0.36%	Q2 2022	Q2 2022	1
MADDEN SECURITIES Corp	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Corbenic Partners LLC	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Castle Rock Wealth Management, LLC	1	1	0.37%	0.37%	0.37%	Q1 2018	Q1 2018	1

External links

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

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