• VEU shareholders
• Shareholder history

Current and past VANGUARD INTL EQUITY INDEX F shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.03%	Q2 2013	Q3 2023	107
HUNTINGTON NATIONAL BANK	58	58	0.02%	0.17%	0.52%	Q2 2009	Q3 2023	63
Cutler Group LLC / CA	16	15	0.00%	0.00%	0.04%	Q4 2015	Q3 2023	61
Sanders Capital, LLC	48	1	0.01%	0.93%	2.86%	Q4 2010	Q3 2023	49
MUFG Americas Holdings Corp	48	48	0.00%	0.20%	0.42%	Q4 2010	Q3 2022	48
First Horizon Advisors, Inc.	47	47	0.27%	1.06%	1.98%	Q1 2012	Q3 2023	47
HSBC HOLDINGS PLC	47	47	0.01%	0.06%	0.23%	Q1 2012	Q3 2023	47
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.01%	0.08%	Q1 2012	Q3 2023	46
NWAM LLC	46	46	0.07%	0.42%	1.24%	Q2 2012	Q3 2023	46
Tortoise Investment Management, LLC	44	44	0.37%	0.52%	0.76%	Q4 2012	Q3 2023	44
New England Private Wealth Advisors LLC	44	44	0.10%	0.32%	1.28%	Q4 2012	Q3 2023	44
TCI Wealth Advisors, Inc.	44	44	0.05%	0.14%	0.34%	Q4 2012	Q3 2023	44
LEAVELL INVESTMENT MANAGEMENT, INC.	42	2	0.14%	0.36%	2.61%	Q2 2010	Q3 2023	44
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.01%	0.08%	Q4 2012	Q3 2023	44
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.08%	0.22%	Q2 2013	Q3 2023	43
Veritable, L.P.	43	43	0.12%	0.17%	0.33%	Q4 2012	Q2 2023	43
CITIGROUP INC	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	43
CARRET ASSET MANAGEMENT, LLC	43	43	0.09%	0.20%	0.37%	Q1 2013	Q3 2023	43
Boltwood Capital Management	43	43	0.70%	2.14%	5.29%	Q2 2013	Q4 2023	43
Montecito Bank & Trust	43	43	0.18%	0.73%	1.89%	Q2 2013	Q4 2023	43
DAVIS R M INC	42	42	0.21%	0.70%	1.19%	Q2 2013	Q3 2023	42
Gilman Hill Asset Management, LLC	42	42	0.16%	0.37%	1.35%	Q2 2013	Q3 2023	42
Telos Capital Management, Inc.	42	42	0.60%	2.04%	3.11%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.16%	0.35%	0.98%	Q2 2013	Q3 2023	42
Newman Dignan & Sheerar, Inc.	42	42	0.06%	0.69%	1.15%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.07%	0.13%	0.25%	Q2 2013	Q3 2023	42
THOMPSON SIEGEL & WALMSLEY LLC	42	42	0.02%	0.03%	0.04%	Q2 2013	Q3 2023	42
NISA INVESTMENT ADVISORS, LLC	42	42	0.21%	0.35%	0.56%	Q2 2013	Q3 2023	42
HERITAGE INVESTORS MANAGEMENT CORP	42	42	0.38%	0.61%	0.85%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	0.01%	0.33%	3.30%	Q2 2013	Q3 2023	42
SOL Capital Management CO	42	42	0.63%	1.02%	1.37%	Q2 2013	Q3 2023	42
DF DENT & CO INC	42	42	0.04%	0.06%	0.09%	Q2 2013	Q3 2023	42
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.04%	0.24%	1.19%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.22%	0.43%	0.82%	Q2 2013	Q3 2023	42
Portland Global Advisors LLC	42	42	0.58%	1.45%	2.23%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.16%	0.25%	0.88%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.02%	0.25%	0.44%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.42%	1.02%	1.36%	Q2 2013	Q3 2023	42
UNITED SERVICES AUTOMOBILE ASSOCIATION	42	42	0.16%	0.69%	2.29%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.08%	0.35%	0.71%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.08%	0.13%	0.21%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.01%	0.04%	0.10%	Q2 2013	Q3 2023	42
Sabal Trust CO	42	42	0.07%	0.10%	0.15%	Q2 2013	Q3 2023	42
CLIFFORD SWAN INVESTMENT COUNSEL LLC	42	42	0.02%	0.02%	0.03%	Q2 2013	Q3 2023	42
PITTENGER & ANDERSON INC	42	42	0.04%	0.07%	0.12%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.11%	0.42%	0.88%	Q2 2013	Q3 2023	42
BAHL & GAYNOR INC	42	42	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.57%	5.15%	15.35%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.24%	1.16%	1.81%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	1.66%	2.36%	3.30%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.08%	0.92%	Q2 2013	Q3 2023	42
Courage Miller Partners, LLC	42	42	0.18%	1.16%	4.56%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	0.19%	0.50%	1.65%	Q2 2013	Q3 2023	42
WELCH & FORBES LLC	42	42	0.10%	0.15%	0.33%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.04%	0.08%	0.47%	Q2 2013	Q3 2023	42
DUFF & PHELPS INVESTMENT MANAGEMENT CO	42	42	0.29%	0.41%	0.64%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.25%	2.40%	4.39%	Q2 2013	Q3 2023	42
SEGALL BRYANT & HAMILL, LLC	35	7	0.02%	0.04%	0.16%	Q1 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.16%	0.40%	0.69%	Q2 2013	Q3 2023	42
NORTH STAR ASSET MANAGEMENT INC	42	42	0.31%	0.61%	1.11%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.43%	0.68%	0.88%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.17%	0.23%	0.34%	Q2 2013	Q3 2023	42
Verus Financial Partners, Inc.	42	42	0.44%	5.53%	16.43%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.26%	0.41%	0.56%	Q2 2013	Q3 2023	42
FIRST MERCHANTS CORP	42	42	0.10%	1.21%	3.26%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.06%	0.19%	0.39%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	0.80%	2.94%	5.25%	Q2 2013	Q3 2023	42
WEALTHCARE CAPITAL MANAGEMENT LLC	42	42	5.57%	7.44%	8.90%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.09%	0.83%	1.50%	Q2 2013	Q3 2023	42
Valmark Advisers, Inc.	42	42	0.44%	7.14%	12.80%	Q2 2013	Q3 2023	42
SIGNATUREFD, LLC	42	42	0.02%	0.09%	0.27%	Q2 2013	Q3 2023	42
NORTHEAST INVESTMENT MANAGEMENT	42	42	0.09%	0.57%	1.21%	Q2 2013	Q3 2023	42
Ifrah Financial Services, Inc.	42	42	2.94%	3.56%	4.31%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.06%	0.16%	0.31%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.01%	0.04%	0.11%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.12%	0.19%	0.26%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.03%	0.04%	0.08%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
PARTHENON LLC	42	42	0.16%	0.21%	0.29%	Q2 2013	Q3 2023	42
WestEnd Advisors, LLC	42	42	0.06%	4.40%	9.40%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.00%	0.04%	Q2 2013	Q3 2023	42
Tanglewood Wealth Management, Inc.	42	42	0.33%	17.00%	45.26%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.34%	0.57%	0.88%	Q2 2013	Q3 2023	42
EVERGREEN CAPITAL MANAGEMENT LLC	42	42	0.34%	1.01%	2.06%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	0.02%	0.38%	0.80%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
Cetera Advisors LLC	42	42	0.01%	0.18%	0.42%	Q2 2013	Q3 2023	42
BOSTON RESEARCH & MANAGEMENT INC	42	42	0.23%	0.43%	1.24%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.01%	0.42%	2.54%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	21	21	0.07%	0.17%	0.45%	Q1 2013	Q3 2023	42
AMG National Trust Bank	42	42	0.02%	0.17%	0.40%	Q2 2013	Q3 2023	42
Camelot Portfolios, LLC	42	42	0.15%	0.96%	2.25%	Q2 2013	Q3 2023	42
Boston Trust Walden Corp	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
Van Cleef Asset Management,Inc	42	42	2.91%	3.62%	5.15%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	0.69%	2.34%	6.65%	Q2 2013	Q3 2023	42
Strategic Financial Services, Inc,	42	42	0.02%	0.58%	1.82%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.06%	0.36%	1.33%	Q2 2013	Q3 2023	42
GFS Advisors, LLC	42	42	0.04%	0.76%	1.12%	Q2 2013	Q3 2023	42
BLB&B Advisors, LLC	42	42	0.35%	0.77%	1.12%	Q2 2013	Q3 2023	42
Callan Capital, LLC	42	42	0.29%	9.80%	25.48%	Q2 2013	Q3 2023	42
Gradient Investments LLC	42	42	0.00%	0.59%	2.71%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.08%	1.58%	4.07%	Q2 2013	Q3 2023	42
Annex Advisory Services, LLC	42	42	0.08%	1.05%	2.40%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.09%	0.34%	0.67%	Q2 2013	Q3 2023	42
Financial Management Professionals, Inc.	42	42	0.93%	1.30%	2.09%	Q2 2013	Q3 2023	42
WOODMONT INVESTMENT COUNSEL LLC	42	42	1.27%	2.07%	2.84%	Q2 2013	Q3 2023	42
VICUS CAPITAL	42	42	0.06%	0.53%	1.31%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.33%	0.88%	2.25%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.04%	0.30%	1.54%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.23%	0.53%	0.83%	Q2 2013	Q4 2023	42
BANK OF MONTREAL /CAN/	39	2	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	41
American Investment Services, Inc.	22	19	0.07%	0.11%	0.20%	Q2 2013	Q3 2023	41
Windham Capital Management, LLC	37	4	0.04%	0.12%	0.24%	Q2 2013	Q3 2023	41
FORVIS Wealth Advisors, LLC	41	41	8.63%	14.10%	18.61%	Q3 2013	Q3 2023	41
HighTower Advisors, LLC	30	11	0.03%	0.16%	0.33%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.08%	0.18%	0.29%	Q2 2013	Q2 2023	41
BAILARD, INC.	31	10	0.18%	0.94%	1.88%	Q2 2013	Q3 2023	41
Evercore Wealth Management, LLC	35	6	0.05%	0.11%	0.18%	Q2 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.44%	1.75%	Q3 2013	Q3 2023	41
Buckingham Capital Management, Inc.	41	41	0.52%	2.31%	4.41%	Q3 2013	Q3 2023	41
Sandy Spring Bank	38	3	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	41
HBK Sorce Advisory LLC	36	5	0.01%	0.36%	2.33%	Q2 2013	Q3 2023	41
SAWGRASS ASSET MANAGEMENT LLC	34	7	0.13%	0.29%	0.52%	Q2 2013	Q3 2023	41
Main Management LLC	38	3	0.14%	1.36%	3.05%	Q2 2013	Q3 2023	41
Smith & Howard Wealth Management, LLC	28	13	0.13%	0.32%	0.49%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.01%	1.30%	3.26%	Q3 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.00%	0.02%	0.42%	Q3 2013	Q3 2023	41
Hanson & Doremus Investment Management	41	41	0.00%	0.39%	1.80%	Q3 2013	Q3 2023	41
Retirement Planning Group, LLC	37	4	0.02%	0.50%	4.50%	Q2 2013	Q3 2023	41
WBH ADVISORY INC	38	3	0.48%	1.95%	3.71%	Q2 2013	Q3 2023	41
FLPUTNAM INVESTMENT MANAGEMENT CO	25	6	0.02%	0.49%	2.31%	Q2 2013	Q3 2023	40
Sequoia Financial Advisors, LLC	40	40	0.09%	0.30%	0.76%	Q4 2013	Q3 2023	40
COLDSTREAM CAPITAL MANAGEMENT INC	31	4	0.02%	1.34%	5.92%	Q2 2013	Q3 2023	40
Acropolis Investment Management, LLC	29	11	0.02%	0.03%	0.14%	Q2 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.15%	0.48%	0.93%	Q4 2013	Q3 2023	40
Fort Point Capital Partners LLC	40	40	0.07%	0.77%	2.88%	Q4 2013	Q3 2023	40
WESBANCO BANK INC	29	11	0.01%	0.04%	0.16%	Q3 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.02%	0.16%	0.64%	Q4 2013	Q3 2023	40
MITCHELL SINKLER & STARR/PA	27	13	0.09%	0.84%	2.03%	Q2 2013	Q2 2023	40
Richard C. Young & CO., LTD.	40	40	0.10%	0.15%	0.19%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.27%	0.57%	1.08%	Q4 2013	Q3 2023	40
FINANCIAL COUNSELORS INC	28	3	0.01%	0.03%	0.11%	Q2 2013	Q3 2023	40
SYNOVUS FINANCIAL CORP	31	9	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	22	4	0.05%	0.10%	0.30%	Q2 2013	Q3 2023	40
Arete Wealth Advisors, LLC	40	40	0.03%	0.24%	1.25%	Q4 2013	Q3 2023	40
BERKSHIRE ASSET MANAGEMENT LLC/PA	40	40	0.04%	0.20%	0.64%	Q4 2013	Q3 2023	40
Cypress Capital Group	40	40	0.05%	0.08%	0.16%	Q2 2013	Q1 2023	40
Shoker Investment Counsel, Inc.	40	40	0.88%	1.98%	2.88%	Q4 2013	Q3 2023	40
TRUST CO OF VERMONT	40	40	0.01%	0.25%	0.62%	Q4 2013	Q3 2023	40
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28	12	0.01%	0.06%	0.19%	Q2 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	1.36%	2.43%	3.64%	Q4 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.10%	0.29%	0.50%	Q4 2013	Q3 2023	40
Wharton Business Group, LLC	32	8	0.19%	1.92%	3.16%	Q2 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.01%	0.07%	0.19%	Q4 2013	Q3 2023	40
Baker Avenue Asset Management, LP	35	4	0.01%	1.20%	2.61%	Q2 2013	Q3 2023	39
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	2	0.00%	0.04%	0.13%	Q3 2013	Q3 2023	39
Karpus Management, Inc.	39	39	0.29%	0.77%	1.38%	Q1 2014	Q3 2023	39
Autus Asset Management, LLC	39	39	0.18%	0.53%	0.92%	Q2 2013	Q4 2022	39
STIFEL FINANCIAL CORP	39	39	0.03%	0.07%	0.14%	Q1 2014	Q3 2023	39
Colonial Trust Advisors	27	12	0.02%	0.38%	0.79%	Q2 2013	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.01%	0.03%	0.08%	Q1 2014	Q3 2023	39
Manchester Capital Management LLC	37	2	0.00%	0.29%	0.89%	Q2 2013	Q3 2023	39
One Capital Management, LLC	39	39	0.10%	0.53%	0.90%	Q1 2014	Q3 2023	39
ARGI Investment Services, LLC	39	39	0.07%	0.73%	2.17%	Q2 2013	Q4 2022	39
BRIGHTON JONES LLC	26	1	0.05%	0.13%	0.42%	Q2 2013	Q3 2023	39
Atria Investments, Inc	27	12	0.01%	0.14%	0.46%	Q2 2013	Q3 2023	39
FineMark National Bank & Trust	39	39	0.01%	0.04%	0.10%	Q1 2014	Q3 2023	39
Tufton Capital Management	25	14	0.03%	0.61%	2.13%	Q2 2013	Q3 2023	39
Dynamic Advisor Solutions LLC	33	6	0.04%	0.15%	0.34%	Q4 2013	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.05%	0.07%	0.09%	Q2 2013	Q4 2022	39
WHALEROCK POINT PARTNERS, LLC	14	10	0.09%	0.13%	0.27%	Q4 2013	Q3 2023	38
MANUFACTURERS LIFE INSURANCE COMPANY, THE	29	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	38
DOWLING & YAHNKE LLC	38	38	0.33%	0.72%	1.34%	Q2 2013	Q3 2022	38
Carnegie Capital Asset Management, LLC	32	1	0.04%	0.20%	0.54%	Q4 2013	Q3 2023	38
SCHRODER INVESTMENT MANAGEMENT GROUP	31	7	0.00%	0.01%	0.01%	Q4 2013	Q3 2023	38
CAPTRUST FINANCIAL ADVISORS	28	1	0.00%	0.60%	6.01%	Q2 2013	Q3 2023	38
McCutchen Group LLC	38	38	11.53%	19.08%	30.29%	Q2 2013	Q3 2022	38
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	28	10	0.01%	0.35%	2.42%	Q2 2013	Q3 2023	38
COMERICA BANK	25	1	0.00%	0.02%	0.06%	Q3 2013	Q3 2023	38
Garde Capital, Inc.	38	38	0.06%	0.31%	0.85%	Q2 2014	Q3 2023	38
S&CO INC	38	38	0.13%	0.25%	0.34%	Q2 2014	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.00%	0.01%	Q2 2013	Q3 2022	38
Round Table Services, LLC	38	38	1.02%	6.08%	12.29%	Q2 2013	Q3 2022	38
Franklin, Parlapiano, Turner & Welch, LLC	38	38	0.06%	2.77%	4.79%	Q4 2012	Q1 2022	38
Advisory Services Network, LLC	27	1	0.01%	0.13%	0.91%	Q4 2013	Q3 2023	37
Joel Isaacson & Co., LLC	37	37	0.00%	0.32%	0.74%	Q3 2014	Q3 2023	37
FACTORY MUTUAL INSURANCE CO	25	12	0.01%	1.35%	3.50%	Q2 2013	Q3 2023	37
BOKF, NA	28	9	0.01%	0.03%	0.05%	Q2 2014	Q3 2023	37
HOWLAND CAPITAL MANAGEMENT LLC	37	37	0.10%	3.51%	8.14%	Q3 2014	Q3 2023	37
RAYMOND JAMES TRUST N.A.	29	2	0.03%	0.09%	0.17%	Q2 2013	Q3 2023	37
Truepoint, Inc.	37	37	0.05%	0.12%	0.21%	Q3 2014	Q3 2023	37
CIBC WORLD MARKET INC.	14	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	37
TWIN FOCUS CAPITAL PARTNERS, LLC	37	37	0.36%	2.02%	3.30%	Q3 2014	Q3 2023	37
Covington Capital Management	30	7	0.13%	0.30%	0.41%	Q2 2013	Q3 2022	37
Brinker Capital Investments, LLC	37	37	0.01%	1.14%	3.64%	Q2 2013	Q2 2022	37
Glassman Wealth Services	36	36	0.01%	2.73%	6.91%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.14%	0.43%	1.05%	Q4 2014	Q3 2023	36
CAMBRIDGE TRUST CO	25	11	0.00%	0.02%	0.04%	Q4 2013	Q3 2023	36
M&T BANK CORP	21	15	0.02%	0.04%	0.11%	Q3 2014	Q3 2023	36
SHEETS SMITH WEALTH MANAGEMENT	34	2	0.10%	0.26%	0.50%	Q1 2013	Q3 2023	36
Mengis Capital Management, Inc.	36	36	0.25%	0.70%	1.98%	Q4 2014	Q3 2023	36
UBS Group AG	36	36	0.07%	0.11%	0.16%	Q4 2014	Q3 2023	36
FC Advisory LLC	36	36	8.06%	8.97%	9.84%	Q1 2015	Q4 2023	36
Wealth Architects, LLC	36	36	0.09%	0.23%	0.44%	Q4 2014	Q3 2023	36
VANGUARD GROUP INC	33	3	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	36
AIMZ Investment Advisors, LLC	36	36	0.22%	0.39%	0.71%	Q4 2014	Q3 2023	36
Boston Standard Wealth Management, LLC	22	14	2.27%	7.17%	16.14%	Q4 2014	Q4 2023	36
Capital Directions Investment Advisors, LLC	19	6	0.01%	0.92%	2.63%	Q2 2013	Q4 2022	36
MAI Capital Management	36	36	0.02%	0.04%	0.06%	Q4 2014	Q3 2023	36
Northstar Group, Inc.	36	36	0.35%	0.65%	1.11%	Q4 2014	Q3 2023	36
Pinnacle Wealth Management Advisory Group, LLC	36	36	1.59%	3.50%	6.57%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.02%	0.24%	0.82%	Q4 2014	Q3 2023	36
BUTENSKY & COHEN FINANCIAL SECURITY, INC	36	36	0.12%	0.94%	1.34%	Q4 2014	Q3 2023	36
HM Capital Management, LLC	36	36	1.38%	7.53%	12.89%	Q4 2013	Q3 2022	36
AllSquare Wealth Management LLC	36	36	0.15%	0.47%	2.26%	Q4 2014	Q3 2023	36
Landmark Financial Advisors, LLC	36	36	0.19%	2.18%	12.32%	Q4 2014	Q3 2023	36
BERNZOTT CAPITAL ADVISORS	35	35	0.04%	0.26%	0.52%	Q3 2014	Q1 2023	35
COLONY GROUP LLC	26	9	0.01%	0.08%	0.49%	Q4 2013	Q3 2023	35
NewSquare Capital LLC	35	35	0.00%	1.17%	2.94%	Q1 2015	Q3 2023	35
Altavista Wealth Management, Inc.	35	35	0.22%	0.75%	2.01%	Q2 2013	Q4 2021	35
Patten Group, Inc.	19	16	0.23%	0.92%	2.84%	Q4 2014	Q3 2023	35
Voya Financial Advisors, Inc.	35	35	0.28%	3.48%	7.78%	Q1 2015	Q3 2023	35
Roble, Belko & Company, Inc	35	35	4.78%	8.60%	11.56%	Q1 2015	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.28%	0.92%	1.49%	Q4 2014	Q3 2023	35
HOWE & RUSLING INC	22	13	0.00%	0.31%	0.76%	Q2 2013	Q3 2023	35
American Research & Management Co.	35	35	0.01%	0.01%	0.02%	Q1 2014	Q3 2022	35
Country Club Trust Company, n.a.	35	35	0.11%	0.33%	1.20%	Q2 2013	Q4 2021	35
Chesley Taft & Associates LLC	32	3	0.87%	1.17%	1.54%	Q2 2013	Q3 2023	35
M Holdings Securities, Inc.	21	5	0.20%	1.30%	2.52%	Q4 2013	Q1 2023	35
Johnson Financial Group, Inc.	35	35	0.00%	0.05%	0.28%	Q1 2015	Q3 2023	35
SAGE FINANCIAL GROUP INC	35	35	0.97%	4.98%	8.99%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	0.08%	0.55%	1.68%	Q4 2014	Q3 2023	35
OLD NATIONAL BANCORP /IN/	35	35	0.01%	0.14%	0.52%	Q1 2015	Q3 2023	35
SPINNAKER TRUST	35	35	0.21%	0.33%	0.41%	Q1 2015	Q3 2023	35
Financial Architects, Inc	25	2	0.01%	0.14%	0.34%	Q2 2013	Q2 2023	34
Baystate Wealth Management LLC	28	6	0.00%	2.08%	24.69%	Q2 2013	Q3 2023	34
Spears Abacus Advisors LLC	34	34	0.03%	0.07%	0.14%	Q2 2015	Q3 2023	34
Sigma Planning Corp	29	5	0.02%	0.07%	0.18%	Q4 2014	Q3 2023	34
Alexandria Capital, LLC	34	34	0.14%	0.75%	2.22%	Q2 2013	Q3 2021	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.41%	0.91%	1.86%	Q2 2013	Q3 2021	34
BEACON INVESTMENT ADVISORY SERVICES, INC.	34	34	0.09%	0.22%	0.48%	Q2 2015	Q3 2023	34
FIRST NATIONAL BANK OF OMAHA	14	4	0.01%	0.04%	0.11%	Q2 2013	Q3 2023	34
CENTRAL TRUST Co	23	11	0.00%	0.01%	0.06%	Q2 2013	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.01%	0.04%	0.21%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.02%	0.19%	0.32%	Q2 2015	Q3 2023	34
KWMG, LLC	34	34	0.10%	0.26%	0.47%	Q2 2015	Q3 2023	34
B. Riley Wealth Advisors, Inc.	33	1	0.00%	0.08%	0.15%	Q4 2014	Q3 2023	34
ELM ADVISORS, LLC	34	34	9.31%	10.45%	11.84%	Q4 2013	Q1 2022	34
Atlantic Union Bankshares Corp	34	34	0.09%	0.14%	0.22%	Q2 2015	Q3 2023	34
Homrich & Berg	34	34	0.54%	1.47%	5.44%	Q2 2013	Q3 2021	34
HARDING LOEVNER LP	25	1	0.00%	0.21%	0.62%	Q3 2013	Q3 2023	34
PRIO WEALTH LIMITED PARTNERSHIP	34	34	0.02%	0.60%	1.16%	Q2 2015	Q3 2023	34
PETTYJOHN, WOOD & WHITE, INC	33	33	0.06%	0.08%	0.11%	Q3 2015	Q3 2023	33
OPPENHEIMER & CO INC	32	1	0.02%	0.02%	0.05%	Q2 2013	Q3 2023	33
NORRIS PERNE & FRENCH LLP/MI	18	15	0.05%	0.21%	0.77%	Q1 2015	Q3 2023	33
DONALDSON CAPITAL MANAGEMENT, LLC	33	33	0.02%	0.06%	0.14%	Q4 2010	Q4 2018	33
Freestone Capital Holdings, LLC	33	33	0.00%	0.33%	3.19%	Q3 2015	Q3 2023	33
PREMIER ASSET MANAGEMENT LLC	33	33	0.08%	0.11%	0.15%	Q1 2014	Q1 2022	33
Stratos Wealth Partners, LTD.	32	1	0.04%	0.15%	0.56%	Q2 2015	Q3 2023	33
J.P. Morgan Private Wealth Advisors LLC	30	1	0.00%	0.29%	0.69%	Q2 2013	Q3 2023	33
Versant Capital Management, Inc	33	33	0.03%	0.12%	0.25%	Q4 2015	Q4 2023	33
TELEMUS CAPITAL, LLC	33	33	0.03%	0.99%	5.65%	Q3 2015	Q3 2023	33
Allen Investment Management, LLC	33	33	0.01%	0.40%	1.30%	Q3 2015	Q3 2023	33
Modera Wealth Management, LLC	24	1	0.01%	0.13%	0.31%	Q2 2013	Q3 2023	33
BOSTON FINANCIAL MANGEMENT LLC	30	3	0.01%	0.09%	0.40%	Q2 2013	Q3 2023	33
BADGLEY PHELPS & BELL INC	33	33	0.04%	0.25%	1.46%	Q2 2013	Q2 2021	33
1832 Asset Management L.P.	24	9	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	33
BNP PARIBAS FINANCIAL MARKETS	30	1	0.00%	0.04%	0.20%	Q2 2014	Q3 2023	33
St. Louis Trust Co	32	32	1.32%	7.85%	13.36%	Q4 2015	Q3 2023	32
BAINCO INTERNATIONAL INVESTORS	32	32	2.16%	3.32%	4.84%	Q1 2013	Q4 2020	32
Armbruster Capital Management, Inc.	32	32	0.10%	0.39%	1.25%	Q4 2015	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	0.84%	3.64%	9.71%	Q4 2015	Q3 2023	32
CITIZENS FINANCIAL GROUP INC/RI	32	32	0.28%	0.59%	1.74%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.01%	0.08%	0.14%	Q1 2016	Q4 2023	32
Barrett Asset Management, LLC	32	32	0.04%	0.06%	0.08%	Q2 2014	Q1 2022	32
GOULD ASSET MANAGEMENT LLC /CA/	32	32	0.18%	0.77%	2.48%	Q4 2015	Q3 2023	32
Mariner, LLC	20	1	0.01%	0.03%	0.06%	Q2 2014	Q3 2023	32
Jasper Ridge Partners, L.P.	32	32	0.02%	0.05%	0.51%	Q4 2015	Q3 2023	32
GRANDFIELD & DODD, LLC	32	32	0.03%	0.07%	0.12%	Q4 2015	Q3 2023	32
Personal Capital Advisors Corp	31	1	0.01%	0.21%	2.04%	Q4 2014	Q4 2022	32
Vantage Investment Partners, LLC	30	2	0.01%	0.04%	0.09%	Q2 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	32
Berkeley Capital Partners, LLC	32	32	0.38%	1.43%	5.02%	Q4 2015	Q3 2023	32
Carroll Financial Associates, Inc.	32	32	0.08%	0.20%	0.76%	Q1 2014	Q4 2021	32
CKW FINANCIAL GROUP	26	1	0.00%	0.26%	4.12%	Q4 2013	Q3 2023	32
BRIDGES INVESTMENT MANAGEMENT INC	32	32	1.20%	2.04%	3.86%	Q4 2015	Q3 2023	32
Bouchey Financial Group Ltd	30	2	0.03%	0.30%	1.37%	Q4 2013	Q3 2023	32
Diversified Trust Co	29	3	3.40%	8.66%	21.07%	Q2 2013	Q4 2023	32
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	32	32	0.02%	0.04%	0.06%	Q4 2015	Q3 2023	32
TORONTO DOMINION BANK	19	2	0.00%	0.00%	0.04%	Q3 2014	Q3 2023	32
CONDOR CAPITAL MANAGEMENT	28	4	0.03%	0.11%	0.20%	Q2 2013	Q2 2022	32
Paradigm Financial Advisors, LLC	32	32	0.51%	1.70%	3.40%	Q1 2014	Q4 2021	32
Clarius Group, LLC	32	32	0.07%	0.65%	3.10%	Q4 2015	Q3 2023	32
WEDBUSH SECURITIES INC	32	32	0.02%	0.08%	0.19%	Q4 2015	Q3 2023	32
AMERICAN NATIONAL BANK	22	1	0.00%	3.20%	9.59%	Q2 2013	Q2 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	0.45%	2.39%	4.86%	Q4 2015	Q3 2023	32
Geneos Wealth Management Inc.	31	31	0.01%	0.02%	0.09%	Q1 2016	Q3 2023	31
Polaris Wealth Advisory Group, LLC	16	3	0.02%	1.61%	4.74%	Q3 2013	Q1 2023	31
MURPHY CAPITAL MANAGEMENT INC	31	31	0.04%	0.26%	0.60%	Q4 2014	Q2 2022	31
Accredited Investors Inc.	17	14	0.05%	0.44%	5.18%	Q3 2014	Q3 2023	31
BTR CAPITAL MANAGEMENT INC	31	31	0.14%	0.24%	0.44%	Q1 2015	Q3 2022	31
Kovitz Investment Group Partners, LLC	31	31	0.05%	0.11%	0.24%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.01%	0.06%	0.17%	Q4 2015	Q3 2023	31
EXENCIAL WEALTH ADVISORS, LLC	22	1	0.01%	0.26%	1.11%	Q1 2013	Q3 2023	31
EagleClaw Capital Managment, LLC	31	31	0.10%	0.22%	0.32%	Q1 2016	Q3 2023	31
FIDUCIARY TRUST CO	31	31	0.03%	0.42%	0.80%	Q1 2016	Q3 2023	31
Cornerstone Advisory, LLC	18	13	0.09%	1.16%	2.79%	Q4 2015	Q3 2023	31
OPTIMUM INVESTMENT ADVISORS	24	7	0.01%	0.05%	0.12%	Q3 2013	Q4 2023	31
Avior Wealth Management, LLC	31	31	0.00%	0.01%	0.02%	Q1 2016	Q3 2023	31
Whitegate Investment Counselors, Inc.	30	1	0.27%	0.66%	0.94%	Q1 2014	Q3 2023	31
Pekin Hardy Strauss, Inc.	27	4	0.03%	0.08%	0.14%	Q2 2015	Q3 2023	31
Asset Dedication, LLC	26	5	0.01%	0.41%	1.32%	Q4 2015	Q3 2023	31
Northeast Financial Consultants Inc	30	30	0.13%	0.53%	1.73%	Q2 2016	Q3 2023	30
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	9	4	0.06%	1.11%	4.58%	Q2 2013	Q3 2023	30
ASSOCIATED BANC-CORP	26	1	0.01%	0.06%	0.21%	Q3 2013	Q3 2023	30
FIRST MANHATTAN CO. LLC.	30	30	0.00%	0.00%	0.00%	Q2 2016	Q3 2023	30
SUN LIFE FINANCIAL INC	26	4	0.28%	3.11%	24.70%	Q4 2015	Q2 2023	30
Wealthcare Advisory Partners LLC	30	30	0.72%	1.57%	2.41%	Q2 2016	Q3 2023	30
NICOLET BANKSHARES INC	27	3	0.06%	0.18%	0.31%	Q4 2015	Q2 2023	30
Nicholas Hoffman & Company, LLC.	30	30	0.46%	2.68%	4.21%	Q2 2016	Q3 2023	30
Horan Securities, Inc.	22	8	0.21%	3.30%	7.86%	Q1 2016	Q3 2023	30
WIMMER ASSOCIATES 1, LLC	30	30	0.18%	0.23%	0.27%	Q2 2016	Q3 2023	30
Domani Wealth, LLC	30	30	4.15%	7.78%	10.23%	Q4 2015	Q1 2023	30
GRIMES & COMPANY, INC.	28	2	0.01%	0.04%	0.10%	Q2 2015	Q3 2023	30
NEXT Financial Group, Inc	16	14	0.01%	0.12%	0.25%	Q2 2014	Q4 2021	30
Tillar-Wenstrup Advisors, LLC	27	3	1.12%	2.41%	4.20%	Q4 2013	Q4 2022	30
LifePlan Financial Group, Inc	30	30	0.18%	0.29%	0.44%	Q2 2013	Q3 2020	30
People's United Financial, Inc.	30	30	0.01%	0.12%	0.26%	Q4 2014	Q1 2022	30
Stearns Financial Services Group	30	30	7.41%	12.62%	17.12%	Q2 2013	Q3 2020	30
Litman Gregory Wealth Management LLC	25	2	0.01%	0.53%	1.66%	Q4 2013	Q3 2023	30
Filament LLC	30	30	21.05%	27.00%	30.19%	Q2 2013	Q3 2020	30
Busey Bank	27	3	0.02%	0.03%	0.04%	Q4 2013	Q3 2023	30
CWM, LLC	20	2	0.00%	0.04%	0.12%	Q4 2015	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.03%	0.08%	0.19%	Q2 2013	Q3 2020	30
ETRADE Capital Management LLC	30	30	5.87%	7.26%	9.12%	Q2 2013	Q3 2020	30
Morningstar Investment Services LLC	30	30	0.00%	0.01%	0.03%	Q2 2013	Q3 2020	30
Bristlecone Advisors, LLC	16	13	0.08%	0.19%	0.31%	Q4 2015	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	29
Plante Moran Financial Advisors, LLC	15	1	0.00%	0.02%	0.08%	Q4 2013	Q3 2023	29
MCF Advisors LLC	29	29	0.01%	0.02%	0.05%	Q3 2013	Q3 2020	29
IRON Financial LLC	25	2	0.11%	0.92%	2.69%	Q4 2013	Q2 2021	29
Winslow, Evans & Crocker, Inc.	29	29	0.02%	0.06%	0.12%	Q4 2013	Q4 2020	29
WINTRUST INVESTMENTS LLC	18	11	0.08%	0.55%	1.62%	Q2 2016	Q3 2023	29
SVA Wealth Management, LLC	29	29	0.05%	0.16%	0.49%	Q4 2013	Q4 2020	29
Roundview Capital LLC	29	29	0.04%	0.11%	0.24%	Q3 2016	Q3 2023	29
JFS WEALTH ADVISORS, LLC	18	1	0.00%	0.23%	0.80%	Q2 2013	Q3 2023	29
Connecticut Wealth Management, LLC	29	29	0.04%	0.84%	3.89%	Q3 2016	Q3 2023	29
Pure Financial Advisors, LLC	22	7	0.17%	1.09%	2.74%	Q1 2016	Q4 2023	29
Coe Capital Management, LLC	28	28	0.35%	1.89%	3.23%	Q2 2013	Q1 2020	28
CAPITAL CITY TRUST CO/FL	18	1	0.11%	0.25%	0.40%	Q1 2014	Q3 2023	28
FDx Advisors, Inc.	17	1	0.01%	0.67%	2.39%	Q3 2014	Q3 2023	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	0.52%	0.86%	1.31%	Q4 2016	Q3 2023	28
BOYS ARNOLD & CO INC	28	28	0.06%	0.10%	0.16%	Q2 2013	Q1 2020	28
WEBSTER BANK, N. A.	28	28	0.00%	0.07%	0.22%	Q4 2016	Q3 2023	28
Capital Investment Advisory Services, LLC	28	28	0.05%	0.64%	1.44%	Q4 2016	Q3 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.01%	0.03%	0.07%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.94%	1.29%	1.77%	Q1 2016	Q4 2022	28
Aveo Capital Partners, LLC	28	28	0.15%	0.40%	0.60%	Q4 2016	Q3 2023	28
Russell Investments Group, Ltd.	28	28	0.00%	0.02%	0.14%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.24%	0.53%	0.95%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.00%	0.05%	0.12%	Q4 2016	Q3 2023	28
Alpha Omega Wealth Management LLC	28	28	0.08%	0.16%	0.30%	Q4 2016	Q3 2023	28
Cedar Wealth Management, LLC	28	28	0.37%	7.20%	12.92%	Q4 2015	Q3 2022	28
OXFORD FINANCIAL GROUP, LTD. LLC	28	28	0.12%	0.82%	2.00%	Q4 2016	Q3 2023	28
KINGS POINT CAPITAL MANAGEMENT	28	28	0.01%	0.03%	0.06%	Q2 2015	Q1 2022	28
Citadel Advisors	9	1	0.00%	0.00%	0.04%	Q1 2014	Q3 2023	28
Probity Advisors, Inc.	18	2	0.14%	0.24%	0.50%	Q2 2016	Q3 2023	28
Clear Harbor Asset Management, LLC	28	28	0.16%	0.83%	1.31%	Q4 2016	Q3 2023	28
Hall Kathryn A.	19	9	0.58%	4.31%	18.75%	Q2 2013	Q3 2023	28
WealthPLAN Partners, LLC	20	1	0.01%	0.29%	2.43%	Q4 2015	Q4 2023	28
Checchi Capital Advisers, LLC	22	6	0.02%	0.07%	0.19%	Q4 2013	Q2 2023	28
Cassaday & Co Inc.	28	28	0.00%	0.69%	14.49%	Q1 2015	Q4 2021	28
AE Wealth Management LLC	28	28	0.00%	0.02%	0.11%	Q4 2016	Q3 2023	28
Miller Investment Management, LP	28	28	0.62%	11.75%	21.77%	Q4 2016	Q3 2023	28
APPLETON PARTNERS INC/MA	28	28	0.11%	0.22%	0.60%	Q1 2017	Q4 2023	28
Raub Brock Capital Management LP	27	27	1.49%	1.92%	2.26%	Q2 2013	Q4 2019	27
FRANKLIN RESOURCES INC	14	1	0.00%	0.01%	0.10%	Q4 2013	Q3 2023	27
Integre Asset Management, LLC	27	27	0.09%	0.28%	0.60%	Q2 2013	Q4 2019	27
CIBC BANK USA	27	27	0.10%	0.28%	0.40%	Q2 2013	Q4 2019	27
Global Retirement Partners, LLC	20	7	0.00%	0.03%	0.14%	Q4 2016	Q3 2023	27
Krilogy Financial LLC	16	1	0.00%	0.06%	0.18%	Q3 2015	Q1 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.09%	0.14%	0.19%	Q2 2013	Q4 2019	27
Ausdal Financial Partners, Inc.	16	11	0.04%	0.43%	2.29%	Q4 2015	Q3 2023	27
Jacobi Capital Management LLC	27	27	0.02%	1.22%	5.57%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	0.26%	0.68%	2.04%	Q2 2015	Q4 2021	27
Kohmann Bosshard Financial Services, LLC	25	2	0.15%	0.38%	0.99%	Q4 2016	Q3 2023	27
Baker Ellis Asset Management LLC	15	12	0.04%	0.21%	0.41%	Q2 2013	Q3 2023	27
SECURITY NATIONAL TRUST CO	15	12	0.01%	0.03%	0.08%	Q3 2014	Q3 2021	27
SNS Financial Group, LLC	27	27	0.52%	1.03%	1.99%	Q1 2017	Q3 2023	27
BlueSky Wealth Advisors, LLC	23	4	0.04%	0.09%	0.16%	Q4 2016	Q3 2023	27
MOODY LYNN & LIEBERSON, LLC	27	27	0.04%	0.13%	0.24%	Q2 2013	Q4 2019	27
STATE STREET CORP	27	27	0.00%	0.00%	0.01%	Q2 2013	Q4 2019	27
COMMERCE BANK	26	1	0.01%	0.01%	0.03%	Q4 2016	Q3 2023	27
Frontier Wealth Management LLC	18	9	0.01%	0.14%	0.40%	Q3 2015	Q2 2022	27
Rehmann Capital Advisory Group	12	1	0.02%	0.14%	1.17%	Q4 2010	Q2 2022	27
BerganKDV Wealth Management, LLC	26	26	0.01%	0.07%	0.28%	Q1 2017	Q2 2023	26
First PREMIER Bank	26	26	0.03%	0.93%	1.86%	Q2 2017	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.07%	0.18%	0.30%	Q2 2017	Q3 2023	26
TOMPKINS FINANCIAL CORP	22	1	0.00%	0.10%	0.15%	Q2 2014	Q1 2022	26
WASHINGTON TRUST Co	26	26	0.03%	0.15%	0.41%	Q2 2017	Q3 2023	26
Quantitative Advantage, LLC	26	26	1.21%	2.68%	3.50%	Q4 2016	Q1 2023	26
MADISON INVESTMENT HOLDINGS INC	26	26	0.58%	2.00%	4.17%	Q2 2013	Q3 2019	26
Crescent Grove Advisors, LLC	26	26	0.04%	0.11%	0.21%	Q2 2017	Q3 2023	26
Providence First Trust Co	26	26	1.21%	1.70%	2.30%	Q2 2017	Q3 2023	26
TRUIST FINANCIAL CORP	16	4	0.00%	0.22%	0.41%	Q2 2015	Q3 2023	26
BARCLAYS PLC	13	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	26
Cetera Investment Advisers	23	3	0.03%	0.09%	0.53%	Q4 2015	Q3 2023	26
ALBION FINANCIAL GROUP /UT	16	10	2.07%	3.17%	4.52%	Q1 2017	Q3 2023	26
CORDA Investment Management, LLC.	26	26	0.13%	0.21%	0.34%	Q2 2017	Q3 2023	26
Atlas Brown,Inc.	26	26	0.05%	0.31%	0.42%	Q2 2017	Q3 2023	26
Highland Private Wealth Management	18	8	0.38%	3.22%	6.94%	Q1 2016	Q3 2022	26
OneDigital Investment Advisors LLC	26	26	0.01%	0.14%	0.50%	Q2 2017	Q3 2023	26
Norway Savings Bank	26	26	0.11%	0.63%	1.31%	Q4 2016	Q1 2023	26
Tower Research Capital LLC (TRC)	6	1	0.00%	0.04%	0.34%	Q2 2013	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.00%	0.06%	0.17%	Q2 2013	Q3 2019	26
Alliance Wealth Management Group	26	26	0.08%	0.34%	2.02%	Q1 2017	Q2 2023	26
PINNACLE FINANCIAL PARTNERS INC	26	26	0.08%	0.19%	0.46%	Q2 2017	Q3 2023	26
BOSTON ADVISORS LLC	26	26	0.20%	0.41%	0.62%	Q2 2013	Q3 2019	26
Kingsview Wealth Management, LLC	20	6	0.09%	0.22%	0.50%	Q1 2017	Q3 2023	26
Laird Norton Wetherby Wealth Management, LLC	25	25	0.12%	0.95%	2.40%	Q3 2017	Q3 2023	25
Parkside Financial Bank & Trust	20	1	0.00%	0.01%	0.02%	Q3 2015	Q3 2023	25
Cerity Partners LLC	25	25	0.02%	0.28%	1.15%	Q3 2017	Q3 2023	25
Blankinship & Foster, LLC	25	25	9.57%	13.20%	17.00%	Q3 2017	Q3 2023	25
Ashfield Capital Partners, LLC	25	25	0.02%	0.03%	0.05%	Q2 2013	Q2 2019	25
RWA WEALTH PARTNERS, LLC	13	12	0.02%	0.08%	0.38%	Q4 2016	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.01%	0.08%	0.20%	Q3 2017	Q3 2023	25
BOK Financial Private Wealth, Inc.	25	25	0.05%	0.45%	1.68%	Q3 2017	Q3 2023	25
TIAA, FSB	25	25	0.01%	0.01%	0.02%	Q2 2017	Q2 2023	25
First Heartland Consultants, Inc.	11	3	0.01%	0.13%	0.33%	Q2 2013	Q3 2023	25
Ledyard National Bank	25	25	0.04%	1.24%	3.89%	Q2 2013	Q2 2019	25
UBS ASSET MANAGEMENT AMERICAS INC	13	12	0.00%	0.00%	0.00%	Q2 2013	Q3 2019	25
Oakworth Capital, Inc.	21	4	0.00%	1.14%	2.48%	Q4 2014	Q3 2023	25
ROPES WEALTH ADVISORS LLC	25	25	0.09%	0.16%	0.41%	Q3 2017	Q3 2023	25
Belpointe Asset Management LLC	25	25	0.05%	0.30%	0.78%	Q3 2017	Q3 2023	25
PEAPACK GLADSTONE FINANCIAL CORP	11	1	0.01%	0.03%	0.11%	Q1 2015	Q3 2023	25
Ballast, Inc.	24	24	4.29%	5.56%	6.61%	Q4 2017	Q3 2023	24
Argent Trust Co	12	5	0.02%	0.08%	0.34%	Q4 2014	Q3 2023	24
RFG Advisory, LLC	23	1	0.03%	1.00%	3.06%	Q4 2014	Q3 2023	24
Sowell Financial Services LLC	10	2	0.02%	0.29%	0.95%	Q4 2016	Q3 2023	24
QS Investors, LLC	24	24	1.21%	2.34%	3.62%	Q3 2015	Q2 2021	24
Wolf Group Capital Advisors	19	1	0.15%	0.58%	1.42%	Q2 2014	Q3 2023	24
Perigon Wealth Management, LLC	23	1	0.06%	0.20%	0.48%	Q3 2011	Q3 2023	24
Merriman Wealth Management, LLC	23	1	0.05%	0.17%	0.29%	Q3 2017	Q3 2023	24
Corient Capital Partners, LLC	24	24	0.04%	0.22%	0.37%	Q3 2016	Q2 2022	24
Meridian Wealth Management, LLC	20	4	0.12%	0.27%	0.52%	Q3 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.00%	0.06%	0.29%	Q4 2017	Q3 2023	24
Arlington Financial Advisors, LLC	24	24	0.21%	0.48%	0.70%	Q4 2017	Q3 2023	24
PrairieView Partners, LLC	24	24	0.06%	0.12%	0.23%	Q4 2017	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	0.16%	0.27%	0.43%	Q4 2017	Q3 2023	24
Gradient Capital Advisors, LLC	24	24	0.56%	0.71%	0.98%	Q4 2017	Q3 2023	24
Barnett & Company, Inc.	24	24	0.00%	0.03%	0.11%	Q1 2016	Q4 2021	24
SeaCrest Wealth Management, LLC	24	24	0.05%	0.11%	0.24%	Q4 2017	Q3 2023	24
Aries Wealth Management	24	24	0.11%	0.39%	0.51%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.05%	0.19%	0.35%	Q4 2017	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	0.60%	0.84%	1.22%	Q4 2017	Q3 2023	24
Alta Advisers Ltd	20	4	7.71%	17.62%	23.15%	Q4 2016	Q3 2023	24
HL FINANCIAL SERVICES LLC	24	24	0.10%	0.15%	0.37%	Q2 2013	Q1 2019	24
Leonard Rickey Investment Advisors P.L.L.C.	24	24	2.67%	7.85%	14.10%	Q4 2017	Q3 2023	24
Ellenbecker Investment Group	24	24	0.26%	2.31%	5.78%	Q4 2017	Q3 2023	24
Windsor Wealth Management, Inc.	24	24	0.13%	0.38%	1.01%	Q4 2017	Q3 2023	24
INR ADVISORY SERVICES LLC	24	24	13.46%	20.03%	24.57%	Q2 2013	Q1 2019	24
CNB Bank	24	24	0.06%	0.10%	0.12%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.15%	0.22%	0.30%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	0.69%	1.59%	2.62%	Q4 2017	Q3 2023	24
CHEMICAL BANK	24	24	0.04%	0.18%	0.46%	Q3 2013	Q2 2019	24
GM Advisory Group, LLC	18	1	0.02%	0.33%	1.79%	Q4 2013	Q4 2021	24
RMB Capital Management, LLC	24	24	0.12%	0.34%	0.50%	Q4 2017	Q3 2023	24
JANE STREET GROUP, LLC	10	1	0.00%	0.12%	0.82%	Q2 2014	Q3 2023	24
TD Ameritrade Trust Co	23	23	5.86%	8.56%	10.56%	Q2 2013	Q4 2018	23
WealthShield Partners, LLC	13	10	0.09%	0.35%	0.86%	Q4 2017	Q3 2023	23
Laurel Wealth Advisors, Inc.	21	1	0.02%	0.14%	0.22%	Q4 2015	Q4 2022	23
M Financial Asset Management, Inc.	23	23	27.86%	53.33%	68.71%	Q4 2017	Q2 2023	23
PATHSTONE FAMILY OFFICE, LLC	19	1	0.01%	0.12%	0.46%	Q2 2013	Q3 2023	23
RELIANCE TRUST CO	23	23	0.73%	6.61%	16.48%	Q2 2013	Q4 2018	23
Capital Investment Advisors, LLC	19	4	0.01%	0.02%	0.03%	Q1 2018	Q4 2023	23
Susquehanna Foundation	23	23	0.25%	0.56%	0.86%	Q1 2018	Q3 2023	23
Relative Value Partners Group, LLC	18	5	0.04%	0.40%	1.23%	Q4 2017	Q3 2023	23
Ironsides Asset Advisors, LLC	12	11	0.06%	0.97%	4.11%	Q2 2014	Q2 2020	23
Hartford Financial Management Inc.	22	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2023	23
HM PAYSON & CO	19	4	0.01%	0.05%	0.13%	Q4 2017	Q3 2023	23
LAKE STREET ADVISORS GROUP, LLC	15	8	0.48%	1.24%	2.05%	Q4 2017	Q3 2023	23
WealthTrust-Arizona, LLC	23	23	0.00%	0.57%	2.18%	Q2 2013	Q4 2018	23
Stonebridge Capital Advisors LLC	23	23	0.05%	0.33%	0.48%	Q1 2018	Q3 2023	23
BENJAMIN F. EDWARDS & COMPANY, INC.	12	1	0.00%	0.01%	0.04%	Q4 2015	Q3 2023	23
IMA Wealth, Inc.	21	2	0.02%	0.31%	0.38%	Q2 2013	Q1 2020	23
Clearstead Trust, LLC	10	1	0.00%	0.00%	0.02%	Q2 2017	Q3 2023	23
ALPHA WINDWARD LLC	23	23	0.00%	0.02%	0.21%	Q2 2013	Q4 2018	23
Rockefeller Capital Management L.P.	23	23	0.01%	0.12%	0.39%	Q1 2018	Q3 2023	23
Fiduciary Trust Co International of Pennsylvania	20	1	0.02%	0.20%	1.16%	Q2 2013	Q1 2020	23
LODESTAR INVESTMENT COUNSEL LLC/IL	18	5	0.04%	0.45%	1.29%	Q3 2013	Q2 2019	23
Court Place Advisors, LLC	20	3	0.08%	0.16%	0.29%	Q4 2013	Q3 2019	23
Clean Yield Group	10	4	0.00%	0.04%	0.61%	Q2 2015	Q3 2023	23
Dakota Wealth Management	22	22	0.11%	0.63%	1.21%	Q2 2018	Q3 2023	22
TWO SIGMA SECURITIES, LLC	13	1	0.00%	0.10%	0.60%	Q4 2015	Q2 2023	22
ATLAS CAPITAL ADVISORS LLC	14	8	0.09%	0.34%	1.13%	Q1 2018	Q3 2023	22
Bedel Financial Consulting, Inc.	22	22	0.01%	0.09%	0.18%	Q1 2018	Q2 2023	22
DeGreen Capital Management LLC	15	7	0.06%	0.66%	7.33%	Q1 2016	Q3 2021	22
Caprock Group, LLC	22	22	0.08%	2.07%	2.88%	Q2 2018	Q3 2023	22
RAND WEALTH, LLC	22	22	2.16%	2.97%	4.16%	Q2 2013	Q3 2018	22
GAMBLE JONES INVESTMENT COUNSEL	15	7	0.02%	0.06%	0.12%	Q2 2013	Q2 2019	22
Keystone Financial Group	20	2	0.13%	0.23%	0.41%	Q1 2018	Q3 2023	22
Strategic Wealth Partners, Ltd.	22	22	0.05%	0.52%	2.25%	Q4 2017	Q1 2023	22
Estate Counselors, LLC	14	1	0.23%	1.84%	3.97%	Q3 2013	Q2 2023	22
LEVEL FOUR ADVISORY SERVICES, LLC	19	1	0.02%	0.18%	0.82%	Q4 2016	Q3 2023	22
FCG ADVISORS, LLC	14	1	0.08%	0.21%	0.32%	Q3 2013	Q3 2020	22
Kavar Capital Partners, LLC	13	9	0.10%	0.22%	0.50%	Q4 2013	Q1 2020	22
StoneX Group Inc.	19	3	0.20%	0.72%	1.91%	Q2 2017	Q3 2023	22
Mercer Capital Advisers, Inc.	22	22	0.04%	0.10%	0.22%	Q4 2014	Q1 2020	22
Towercrest Capital Management	22	22	0.04%	0.07%	0.10%	Q2 2018	Q3 2023	22
Eagle Ridge Investment Management	12	10	0.03%	0.04%	0.05%	Q3 2017	Q3 2023	22
Braun-Bostich & Associates Inc.	8	7	0.02%	1.50%	3.30%	Q4 2017	Q3 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.08%	0.24%	0.42%	Q2 2018	Q3 2023	22
Allianz Asset Management GmbH	15	1	0.00%	0.01%	0.05%	Q4 2013	Q4 2020	22
VERITY Wealth Advisors	21	21	4.33%	6.09%	7.16%	Q4 2018	Q4 2023	21
PEOPLES FINANCIAL SERVICES CORP.	18	3	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	21
REGENTATLANTIC CAPITAL LLC	20	1	0.00%	0.02%	0.03%	Q4 2014	Q3 2022	21
FARMERS & MERCHANTS INVESTMENTS INC	11	2	0.00%	0.00%	0.00%	Q4 2013	Q3 2023	21
JANICZEK WEALTH MANAGEMENT, LLC	14	7	0.01%	0.16%	0.41%	Q2 2018	Q3 2023	21
Capstone Financial Advisors, Inc.	14	1	0.03%	0.06%	0.15%	Q4 2013	Q3 2023	21
NewEdge Advisors, LLC	21	21	0.02%	0.12%	0.23%	Q3 2018	Q3 2023	21
Capital Asset Advisory Services LLC	15	6	0.02%	0.12%	0.53%	Q2 2017	Q2 2023	21
SIMON QUICK ADVISORS, LLC	21	21	0.07%	0.23%	0.69%	Q3 2018	Q3 2023	21
Patriot Financial Group Insurance Agency, LLC	21	21	0.01%	0.04%	0.09%	Q3 2018	Q3 2023	21
Farmers & Merchants Trust Co of Chambersburg PA	21	21	0.00%	0.01%	0.01%	Q4 2016	Q4 2021	21
Doyle Wealth Management	21	21	0.04%	0.05%	0.06%	Q3 2017	Q3 2022	21
Pinnacle Bancorp, Inc.	20	1	0.08%	0.15%	0.22%	Q1 2017	Q3 2023	21
Fieldpoint Private Securities, LLC	21	21	0.22%	0.58%	1.14%	Q2 2017	Q2 2022	21
Trilogy Capital Inc.	21	21	0.12%	0.18%	0.25%	Q4 2017	Q4 2022	21
KILEY JUERGENS WEALTH MANAGEMENT, LLC	18	1	0.04%	1.31%	3.13%	Q4 2017	Q3 2023	21
IFG Advisory, LLC	15	1	0.03%	0.74%	2.77%	Q4 2017	Q3 2023	21
Elmwood Wealth Management, Inc.	11	2	0.04%	1.16%	3.04%	Q1 2018	Q3 2023	21
WALLER FINANCIAL PLANNING GROUP, INC	21	21	0.07%	0.14%	0.33%	Q4 2018	Q4 2023	21
Benchmark Financial Wealth Advisors, LLC	21	21	1.77%	10.39%	27.82%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.40%	0.54%	0.76%	Q3 2018	Q3 2023	21
Occidental Asset Management, LLC	14	7	0.07%	0.77%	1.60%	Q4 2016	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.02%	0.04%	Q3 2018	Q3 2023	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.22%	0.52%	0.73%	Q4 2017	Q4 2022	21
NYL Investors LLC	20	20	0.07%	0.67%	1.68%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.02%	0.14%	0.94%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.50%	0.86%	1.42%	Q4 2018	Q3 2023	20
JAMES INVESTMENT RESEARCH INC	20	20	0.01%	0.29%	0.80%	Q4 2017	Q3 2022	20
Johnson Financial Group, LLC	14	6	0.10%	0.27%	0.60%	Q4 2016	Q1 2022	20
FRG Family Wealth Advisors LLC	12	8	0.05%	0.11%	0.19%	Q4 2017	Q3 2023	20
YorkBridge Wealth Partners, LLC	17	3	0.06%	0.17%	0.27%	Q4 2016	Q4 2022	20
Larson Financial Group LLC	20	20	0.01%	0.03%	0.13%	Q4 2018	Q3 2023	20
Black Diamond Financial, LLC	20	20	1.21%	3.78%	8.49%	Q4 2018	Q3 2023	20
THRIVENT FINANCIAL FOR LUTHERANS	16	1	0.00%	0.01%	0.05%	Q1 2016	Q3 2023	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.07%	0.22%	0.42%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.82%	1.29%	1.74%	Q4 2015	Q3 2020	20
RVW Wealth, LLC	20	20	0.07%	0.32%	1.35%	Q1 2019	Q4 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.05%	0.33%	1.15%	Q1 2016	Q4 2020	20
PARAMETRIC PORTFOLIO ASSOCIATES LLC	20	20	0.00%	0.00%	0.01%	Q2 2017	Q1 2022	20
WASHINGTON CAPITAL MANAGEMENT, INC	20	20	0.69%	1.08%	2.02%	Q4 2018	Q3 2023	20
MATHER GROUP, LLC.	20	20	0.03%	0.06%	0.09%	Q4 2018	Q3 2023	20
STALEY CAPITAL ADVISERS INC	20	20	0.06%	0.09%	0.31%	Q4 2018	Q3 2023	20
Clearstead Advisors, LLC	20	20	0.27%	0.37%	0.83%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.07%	0.11%	0.32%	Q4 2018	Q3 2023	20
AGILIS PARTNERS LLC	20	20	1.22%	2.46%	4.09%	Q4 2014	Q3 2019	20
CPWM, LLC	12	2	0.02%	0.09%	0.17%	Q2 2013	Q1 2022	20
PFG Advisors	9	5	0.05%	0.24%	0.58%	Q4 2017	Q3 2023	20
Mutual Advisors, LLC	14	3	0.04%	0.18%	0.53%	Q4 2017	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	0.11%	0.28%	0.38%	Q4 2016	Q3 2021	20
NewFocus Financial Group, LLC	17	3	0.14%	0.25%	0.34%	Q1 2015	Q4 2020	20
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	20	20	0.11%	0.41%	0.56%	Q2 2017	Q1 2022	20
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.02%	1.35%	2.31%	Q4 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.01%	0.02%	0.02%	Q3 2017	Q2 2022	20
Cedar Brook Financial Partners, LLC	20	20	0.12%	0.28%	0.46%	Q4 2018	Q3 2023	20
Westside Investment Management, Inc.	15	1	0.00%	0.00%	0.02%	Q4 2017	Q3 2023	20
MIDDLETON & CO INC/MA	20	20	0.19%	0.23%	0.30%	Q3 2017	Q2 2022	20
Hillcrest Wealth Advisors - NY, LLC	20	20	6.50%	8.20%	10.01%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.00%	0.06%	0.09%	Q4 2013	Q3 2018	20
TrinityPoint Wealth, LLC	20	20	1.24%	1.51%	1.88%	Q4 2018	Q3 2023	20
HORAN CAPITAL MANAGEMENT	14	6	0.04%	0.22%	0.32%	Q1 2015	Q1 2020	20
American Portfolios Advisors	20	20	0.07%	0.11%	0.22%	Q4 2017	Q3 2022	20
MILLENNIUM MANAGEMENT LLC	6	2	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	20
9258 Wealth Management, LLC	20	20	0.49%	0.76%	1.18%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.04%	0.10%	0.21%	Q4 2018	Q3 2023	20
Summit Financial, LLC	20	20	11.92%	17.78%	23.49%	Q4 2018	Q3 2023	20
Claar Advisors LLC	15	5	0.56%	0.75%	1.35%	Q3 2017	Q3 2023	20
Evergreen Advisors, LLC	20	20	0.15%	0.23%	0.39%	Q4 2018	Q3 2023	20
MYCIO WEALTH PARTNERS, LLC	14	1	0.00%	0.02%	0.03%	Q2 2015	Q1 2023	20
Capital Planning Advisors, LLC	8	1	0.04%	1.90%	8.84%	Q3 2015	Q3 2023	20
KANAWHA CAPITAL MANAGEMENT LLC	20	20	0.04%	0.18%	0.22%	Q4 2018	Q3 2023	20
Glenview Trust Co	14	1	0.01%	0.25%	0.37%	Q4 2011	Q4 2021	20
McCarthy Grittinger Financial Group, LLC	20	20	10.01%	11.28%	13.26%	Q4 2018	Q3 2023	20
TOCQUEVILLE ASSET MANAGEMENT L.P.	19	1	0.00%	0.02%	0.02%	Q2 2014	Q3 2023	20
Stonehage Fleming Financial Services Holdings Ltd	18	2	0.01%	0.09%	0.26%	Q1 2018	Q3 2023	20
Coyle Financial Counsel LLC	7	3	0.23%	1.16%	2.80%	Q4 2013	Q1 2020	20
Ameritas Investment Partners, Inc.	18	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2021	20
Pinnacle Advisory Group, Inc.	15	4	0.01%	0.02%	0.02%	Q2 2016	Q1 2021	19
Arlington Partners LLC	10	3	0.01%	0.03%	0.07%	Q4 2017	Q2 2023	19
Zions Bancorporation, N.A.	19	19	0.33%	7.48%	12.94%	Q1 2019	Q3 2023	19
Stratos Investment Management, LLC	19	19	1.53%	2.05%	3.45%	Q1 2019	Q3 2023	19
CABOT WEALTH MANAGEMENT INC	13	6	0.08%	0.58%	0.98%	Q2 2013	Q1 2020	19
BROWN BROTHERS HARRIMAN & CO	7	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2023	19
PRUDENTIAL FINANCIAL INC	19	19	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	19
Integrated Investment Consultants, LLC	11	1	0.00%	0.12%	0.26%	Q1 2016	Q3 2023	19
DeDora Capital, Inc.	16	3	0.12%	1.61%	2.87%	Q4 2017	Q3 2022	19
UNIVEST FINANCIAL Corp	15	4	0.14%	0.23%	0.88%	Q4 2018	Q3 2023	19
Fortis Advisors, LLC	19	19	0.00%	2.03%	8.37%	Q1 2019	Q3 2023	19
Pinnacle Wealth Planning Services, Inc.	19	19	0.04%	0.81%	5.60%	Q4 2017	Q2 2022	19
Kovack Advisors, Inc.	15	4	0.06%	0.11%	0.24%	Q3 2017	Q3 2023	19
Starfire Investment Advisers, Inc.	11	8	0.11%	0.20%	0.27%	Q1 2015	Q4 2019	19
COBBLESTONE CAPITAL ADVISORS LLC /NY/	14	5	0.03%	0.07%	0.16%	Q4 2018	Q3 2023	19
Lido Advisors, LLC	13	1	0.01%	0.12%	0.64%	Q3 2017	Q2 2023	19
FULTON BREAKEFIELD BROENNIMAN LLC	12	2	0.02%	0.99%	2.51%	Q1 2017	Q1 2022	19
Fusion Family Wealth LLC	19	19	0.02%	0.09%	0.26%	Q4 2016	Q2 2021	19
Parallax Volatility Advisers, L.P.	19	19	0.00%	0.00%	0.00%	Q4 2014	Q2 2019	19
Private Capital Group, LLC	19	19	0.03%	0.08%	0.16%	Q4 2017	Q2 2022	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.05%	0.13%	0.29%	Q1 2019	Q3 2023	19
Koshinski Asset Management, Inc.	10	1	0.03%	0.06%	0.09%	Q1 2017	Q3 2023	19
JBF Capital, Inc.	14	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2020	19
COMERICA SECURITIES,INC.	19	19	0.04%	0.07%	0.13%	Q1 2019	Q3 2023	19
WealthOne, LLC	15	4	0.09%	0.27%	0.45%	Q4 2018	Q3 2023	19
TimeScale Financial, Inc.	19	19	0.04%	0.38%	2.19%	Q4 2018	Q2 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.05%	0.07%	0.11%	Q1 2019	Q3 2023	19
EP Wealth Advisors, LLC	18	1	0.01%	0.21%	0.95%	Q1 2018	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	0.48%	0.70%	0.99%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	2.17%	2.89%	3.71%	Q1 2019	Q3 2023	19
Summit Equities Inc	19	19	19.91%	21.81%	29.43%	Q1 2014	Q3 2018	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.06%	0.18%	0.59%	Q1 2019	Q3 2023	19
TSFG, LLC	19	19	0.02%	0.03%	0.06%	Q1 2019	Q3 2023	19
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	13	1	0.03%	0.53%	1.63%	Q2 2018	Q3 2023	18
NVWM, LLC	8	3	0.00%	0.05%	0.24%	Q4 2017	Q3 2023	18
BB&T SECURITIES, LLC	18	18	0.01%	0.28%	0.83%	Q2 2015	Q3 2019	18
RDA Financial Network	14	4	0.08%	0.12%	0.15%	Q1 2019	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.24%	0.35%	0.49%	Q2 2013	Q3 2017	18
SALEM INVESTMENT COUNSELORS INC	18	18	0.01%	0.02%	0.02%	Q2 2019	Q3 2023	18
Balentine LLC	16	1	0.00%	0.27%	0.87%	Q4 2015	Q3 2023	18
Peterson Wealth Advisors, LLC	14	4	0.06%	0.10%	0.16%	Q1 2019	Q3 2023	18
IFC Holdings Incorporated/FL	18	18	0.07%	0.15%	0.44%	Q3 2013	Q4 2017	18
FOUNDERS FINANCIAL SECURITIES LLC	17	1	0.21%	2.27%	7.64%	Q2 2015	Q2 2020	18
COLTON GROOME FINANCIAL ADVISORS, LLC	18	18	0.12%	0.37%	0.87%	Q2 2019	Q3 2023	18
Sound View Wealth Advisors Group, LLC	18	18	0.11%	0.18%	0.27%	Q2 2019	Q3 2023	18
Horizon Investments, LLC	17	1	0.02%	0.92%	11.91%	Q2 2015	Q2 2020	18
Jacobus Wealth Management, Inc.	18	18	0.86%	1.29%	1.79%	Q2 2013	Q3 2017	18
Global X Management CO LLC	18	18	0.01%	0.02%	0.09%	Q2 2013	Q3 2017	18
RITHOLTZ WEALTH MANAGEMENT	14	1	0.20%	0.47%	1.27%	Q4 2016	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.04%	0.10%	0.22%	Q2 2013	Q3 2017	18
JANUS HENDERSON GROUP PLC	18	18	0.00%	0.00%	0.01%	Q3 2017	Q4 2021	18
Hanlon Investment Management, Inc.	14	4	0.07%	0.83%	3.68%	Q4 2013	Q4 2019	18
New Capital Management LP	18	18	0.06%	0.15%	0.26%	Q4 2016	Q1 2021	18
WILLIAMS JONES & ASSOCIATES LLC	18	18	0.02%	0.08%	0.34%	Q1 2015	Q2 2019	18
Vestmark Advisory Solutions, Inc.	18	18	0.78%	1.27%	2.03%	Q1 2019	Q2 2023	18
WOODSTOCK CORP	9	1	0.04%	0.05%	0.06%	Q2 2013	Q4 2018	18
Rikoon Group, LLC	18	18	0.14%	0.19%	0.27%	Q4 2016	Q1 2021	18
NATIONAL PLANNING CORP	18	18	0.10%	0.16%	0.30%	Q2 2013	Q3 2017	18
WASHINGTON TRUST BANK	12	6	0.00%	0.02%	0.08%	Q1 2014	Q3 2018	18
SVB WEALTH LLC	18	18	0.00%	0.04%	0.23%	Q2 2019	Q3 2023	18
SUMMIT FINANCIAL GROUP, INC.	18	18	0.87%	1.24%	2.31%	Q2 2019	Q3 2023	18
MISSION WEALTH MANAGEMENT, LP	14	4	0.05%	0.09%	0.22%	Q2 2015	Q3 2023	18
ROCKEFELLER FINANCIAL SERVICES INC	16	2	0.02%	0.03%	0.08%	Q2 2013	Q4 2017	18
FIRST MIDWEST BANK TRUST DIVISION	17	17	0.04%	0.07%	0.14%	Q3 2016	Q3 2020	17
CREATIVE FINANCIAL DESIGNS INC /ADV	12	5	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	17
Blue Chip Partners, LLC	12	1	0.02%	0.05%	0.10%	Q4 2014	Q4 2019	17
WFG Advisors, LP	17	17	0.04%	0.07%	0.12%	Q2 2013	Q2 2017	17
VICTORY CAPITAL MANAGEMENT INC	17	17	0.01%	0.13%	0.24%	Q3 2019	Q3 2023	17
MONETA GROUP INVESTMENT ADVISORS LLC	15	2	0.00%	0.56%	1.25%	Q1 2018	Q3 2023	17
MERITAGE PORTFOLIO MANAGEMENT	17	17	0.04%	0.05%	0.08%	Q3 2019	Q3 2023	17
Baldrige Asset Management LLC	17	17	0.21%	0.34%	0.57%	Q1 2019	Q1 2023	17
NorthRock Partners, LLC	17	17	0.05%	0.26%	1.56%	Q3 2019	Q3 2023	17
Windsor Financial Group, LLC	17	17	1.16%	1.75%	2.90%	Q2 2013	Q2 2017	17
Mascoma Wealth Management LLC	9	1	0.00%	0.01%	0.01%	Q4 2016	Q3 2023	17
Winfield Associates, Inc.	17	17	0.00%	0.01%	0.02%	Q4 2013	Q4 2017	17
Forest Hill Capital, LLC	17	17	0.05%	0.20%	0.36%	Q3 2016	Q3 2020	17
GREENLEAF TRUST	13	4	0.00%	0.07%	0.24%	Q1 2019	Q3 2023	17
CIBC Asset Management Inc	17	17	1.00%	1.21%	1.44%	Q3 2019	Q3 2023	17
Neuberger Berman Group LLC	14	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	17
ROBERTS GLORE & CO INC /IL/	16	1	0.29%	0.36%	0.43%	Q2 2013	Q3 2023	17
&PARTNERS	17	17	0.58%	3.08%	3.74%	Q3 2019	Q3 2023	17
Hilltop Holdings Inc.	12	5	0.02%	0.37%	0.80%	Q1 2015	Q1 2022	17
BDO Wealth Advisors, LLC	15	2	0.00%	0.01%	0.03%	Q1 2018	Q2 2023	17
ICONIQ Capital, LLC	17	17	0.00%	0.02%	0.03%	Q3 2017	Q3 2021	17
Tolleson Wealth Management, Inc.	17	17	0.35%	2.77%	3.64%	Q3 2019	Q3 2023	17
Prospera Financial Services Inc	17	17	0.06%	0.13%	0.18%	Q3 2019	Q3 2023	17
Pacifica Partners Inc.	17	17	0.04%	0.07%	0.11%	Q4 2019	Q4 2023	17
THORNBURG INVESTMENT MANAGEMENT INC	6	1	0.00%	0.01%	0.06%	Q4 2013	Q3 2023	17
Regal Investment Advisors LLC	6	1	0.00%	0.03%	0.08%	Q2 2013	Q3 2022	17
Williams Jones Wealth Management, LLC.	17	17	0.01%	0.02%	0.02%	Q3 2019	Q3 2023	17
Executive Wealth Management, LLC	16	1	0.01%	1.17%	1.48%	Q2 2019	Q3 2023	17
Baltimore-Washington Financial Advisors, Inc.	10	7	0.08%	0.41%	0.59%	Q4 2017	Q3 2023	17
Charles Schwab Trust Co	17	17	0.16%	0.37%	0.70%	Q3 2019	Q3 2023	17
Richard Bernstein Advisors LLC	8	1	0.00%	0.00%	0.00%	Q3 2016	Q2 2021	17
BKS ADVISORS, LLC	17	17	0.90%	1.11%	1.25%	Q1 2015	Q1 2019	17
Bull Street Advisors, LLC	17	17	0.25%	0.28%	0.36%	Q3 2019	Q3 2023	17
Apriem Advisors	16	16	0.01%	0.02%	0.03%	Q2 2013	Q1 2017	16
Legacy Bridge, LLC	16	16	0.04%	0.06%	0.08%	Q4 2019	Q3 2023	16
VECTOR WEALTH MANAGEMENT, LLC	16	16	4.16%	5.16%	6.70%	Q1 2013	Q4 2016	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.10%	0.17%	0.31%	Q4 2019	Q3 2023	16
FLOW TRADERS U.S. LLC	5	1	0.00%	1.39%	7.95%	Q1 2014	Q2 2023	16
FORTE CAPITAL LLC /ADV	14	2	0.06%	0.10%	0.15%	Q3 2017	Q3 2023	16
Concert Wealth Management Inc.	16	16	0.04%	0.72%	6.74%	Q4 2013	Q3 2017	16
Greenwich Wealth Management LLC	14	2	0.04%	0.11%	0.20%	Q3 2016	Q3 2023	16
Efficient Market Advisors, LLC	16	16	0.30%	0.43%	0.57%	Q2 2013	Q1 2017	16
ROMAN BUTLER FULLERTON & CO	8	4	0.11%	0.25%	0.72%	Q1 2019	Q3 2023	16
PARK AVENUE SECURITIES LLC	14	2	0.01%	0.02%	0.03%	Q3 2019	Q3 2023	16
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	16	16	0.02%	0.37%	0.92%	Q3 2017	Q2 2021	16
Centered Wealth LLC dba Miller Equity Capital Advisors	16	16	2.66%	8.74%	21.10%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	2.75%	6.60%	8.41%	Q4 2019	Q3 2023	16
HRT FINANCIAL LP	6	1	0.01%	0.27%	1.18%	Q2 2015	Q2 2023	16
Allworth Financial LP	14	2	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	16
Financial Planning & Information Services, Inc.	10	1	0.04%	0.11%	0.19%	Q4 2013	Q3 2023	16
IAG Wealth Partners, LLC	16	16	0.00%	0.07%	0.76%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	0.10%	0.18%	0.28%	Q4 2019	Q3 2023	16
BLUESTEM FINANCIAL ADVISORS, LLC	16	16	9.58%	11.01%	14.06%	Q4 2019	Q3 2023	16
Seven Springs Wealth Group, LLC	16	16	0.19%	0.23%	0.35%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.00%	0.04%	0.06%	Q4 2019	Q3 2023	16
Capital Wealth Alliance, LLC	16	16	0.17%	1.08%	5.08%	Q4 2019	Q3 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.99%	1.12%	1.37%	Q4 2019	Q3 2023	16
HARRELL INVESTMENT PARTNERS, LLC	16	16	3.48%	5.12%	7.78%	Q4 2019	Q3 2023	16
TL Private Wealth	16	16	6.93%	8.27%	11.30%	Q4 2019	Q3 2023	16
Wade Financial Advisory, Inc	16	16	1.76%	2.44%	4.98%	Q4 2019	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	0.07%	0.39%	0.72%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.01%	0.16%	0.30%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	0.52%	1.38%	2.32%	Q4 2019	Q3 2023	16
Investment Research & Advisory Group, Inc.	16	16	0.24%	0.31%	0.80%	Q4 2019	Q3 2023	16
Avalon Advisory Group	16	16	3.70%	4.52%	5.51%	Q4 2019	Q3 2023	16
TOBIAS FINANCIAL ADVISORS, INC.	16	16	0.22%	0.72%	1.89%	Q4 2019	Q3 2023	16
Aufman Associates Inc	16	16	2.15%	2.60%	4.87%	Q4 2019	Q3 2023	16
Sand Hill Global Advisors, LLC	16	16	0.05%	0.10%	0.35%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.06%	0.27%	0.38%	Q4 2019	Q3 2023	16
FAS Wealth Partners, Inc.	16	16	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	4.51%	5.35%	6.46%	Q4 2019	Q3 2023	16
CBIZ Investment Advisory Services, LLC	16	16	3.67%	18.85%	24.31%	Q4 2019	Q3 2023	16
Kathmere Capital Management, LLC	16	16	0.03%	0.14%	1.09%	Q4 2019	Q3 2023	16
Plancorp, LLC	16	16	0.08%	0.28%	0.62%	Q4 2019	Q3 2023	16
Belmont Capital, LLC	16	16	0.02%	0.04%	0.08%	Q4 2019	Q3 2023	16
Benchmark Wealth Management, LLC	16	16	0.19%	0.84%	3.44%	Q4 2019	Q3 2023	16
Meridian Wealth Partners, LLC	16	16	0.47%	0.66%	1.18%	Q4 2019	Q3 2023	16
Astoria Strategic Wealth, Inc.	16	16	3.54%	4.54%	8.13%	Q4 2019	Q3 2023	16
TRANSCEND CAPITAL ADVISORS, LLC	16	16	0.56%	0.81%	1.47%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.01%	0.02%	0.06%	Q4 2019	Q3 2023	16
HOWARD WEALTH MANAGEMENT, LLC	16	16	0.76%	1.10%	1.44%	Q4 2019	Q3 2023	16
OPUS INVESTMENT MANAGEMENT INC	16	16	0.88%	1.38%	3.28%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.45%	1.07%	1.53%	Q4 2019	Q3 2023	16
Clearshares LLC	12	4	3.57%	4.37%	5.41%	Q4 2017	Q4 2021	16
ALLIANCEBERNSTEIN L.P.	11	1	0.00%	0.00%	0.00%	Q1 2017	Q3 2023	16
MGO ONE SEVEN LLC	10	1	0.02%	0.08%	0.12%	Q4 2017	Q3 2023	16
Performa Ltd (US), LLC	16	16	0.85%	2.50%	19.52%	Q4 2019	Q3 2023	16
LexAurum Advisors, LLC	11	5	0.08%	0.67%	2.11%	Q4 2017	Q3 2023	16
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	16	16	0.02%	0.08%	0.10%	Q4 2019	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.04%	0.16%	0.28%	Q4 2019	Q3 2023	16
Berman Capital Advisors, LLC	16	16	0.72%	1.74%	3.31%	Q4 2017	Q3 2021	16
Measured Wealth Private Client Group, LLC	16	16	0.09%	0.42%	1.26%	Q2 2018	Q1 2022	16
Aptus Capital Advisors, LLC	13	3	0.00%	0.00%	0.03%	Q3 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	16
LAZARD ASSET MANAGEMENT LLC	8	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	16
Sterling Investment Advisors, Ltd.	16	16	0.00%	0.00%	0.01%	Q3 2018	Q2 2022	16
Wellesley Investment Partners, LLC	16	16	0.10%	0.23%	0.30%	Q4 2016	Q3 2020	16
Ally Financial Inc.	11	4	0.30%	3.56%	5.15%	Q3 2018	Q3 2023	15
SII INVESTMENTS INC/WI	8	1	0.28%	0.91%	1.66%	Q2 2013	Q4 2017	15
Claro Advisors LLC	14	1	0.03%	0.36%	0.59%	Q4 2018	Q3 2023	15
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	15	15	0.01%	0.01%	0.02%	Q2 2017	Q4 2020	15
Slow Capital, Inc.	15	15	0.18%	0.22%	0.27%	Q1 2020	Q3 2023	15
Visionary Wealth Advisors	14	1	0.04%	0.05%	0.08%	Q4 2019	Q3 2023	15
OKABENA INVESTMENT SERVICES INC	15	15	0.20%	8.61%	19.28%	Q1 2020	Q3 2023	15
AVIANCE CAPITAL MANAGEMENT, LLC	15	15	0.00%	0.86%	2.06%	Q3 2015	Q1 2019	15
SkyOak Wealth, LLC	14	1	0.14%	0.23%	1.02%	Q4 2019	Q3 2023	15
D. SCOTT NEAL, INC.	11	4	0.01%	0.27%	0.45%	Q4 2013	Q3 2017	15
Vision Capital Management, Inc.	14	1	0.05%	0.08%	0.40%	Q4 2018	Q2 2023	15
Avion Wealth	15	15	0.00%	0.03%	0.05%	Q1 2020	Q3 2023	15
ATTICUS WEALTH MANAGEMENT, LLC	13	2	0.00%	0.04%	0.07%	Q4 2019	Q3 2023	15
Asset Allocation & Management Company, LLC	15	15	0.19%	0.87%	1.91%	Q4 2019	Q2 2023	15
HIGH POINT BANK & TRUST CO	15	15	1.15%	1.64%	2.31%	Q2 2013	Q4 2016	15
Edge Capital Group, LLC	12	3	0.01%	0.03%	0.11%	Q1 2019	Q2 2023	15
N.E.W. Advisory Services LLC	14	1	0.11%	0.38%	1.13%	Q4 2019	Q3 2023	15
ADVANTAGE INVESTMENT MANAGEMENT, LLC	10	1	0.01%	0.07%	0.66%	Q4 2014	Q3 2019	15
Geneva Advisors, LLC	15	15	0.01%	0.01%	0.01%	Q4 2013	Q2 2017	15
Strid Group, LLC	15	15	14.52%	15.92%	17.77%	Q1 2020	Q3 2023	15
Monterey Private Wealth, Inc.	15	15	0.38%	3.09%	5.08%	Q1 2020	Q3 2023	15
SENTINEL TRUST CO LBA	15	15	2.64%	4.93%	6.82%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.04%	0.12%	0.34%	Q2 2013	Q4 2016	15
WP Advisors, LLC	10	5	0.07%	3.33%	8.91%	Q4 2016	Q4 2021	15
HC Advisors, LLC	14	1	0.96%	1.22%	2.06%	Q4 2019	Q3 2023	15
Strategic Wealth Partners Group, LLC	9	6	0.09%	0.14%	0.19%	Q4 2019	Q3 2023	15
Abacus Planning Group, Inc.	15	15	0.31%	0.44%	0.64%	Q1 2020	Q3 2023	15
TD ASSET MANAGEMENT INC	11	2	0.00%	0.00%	0.00%	Q4 2014	Q4 2019	15
Marquette Asset Management, LLC	15	15	0.09%	2.45%	5.59%	Q1 2020	Q3 2023	15
Icon Wealth Partners, LLC	6	3	0.03%	0.11%	0.37%	Q4 2017	Q3 2023	15
River Wealth Advisors LLC	15	15	3.19%	3.61%	4.01%	Q1 2020	Q3 2023	15
Whitnell & Co.	15	15	0.02%	0.03%	0.03%	Q2 2016	Q4 2019	15
Pasadena Private Wealth, LLC	15	15	9.80%	10.46%	11.07%	Q1 2020	Q3 2023	15
Cribstone Capital Management, LLC	8	7	0.01%	0.01%	0.02%	Q4 2017	Q4 2022	15
1492 Capital Management LLC	11	1	0.19%	0.42%	0.66%	Q2 2019	Q3 2023	15
TRUSTCORE FINANCIAL SERVICES, LLC	15	15	0.09%	0.15%	0.23%	Q2 2019	Q4 2022	15
IBERIABANK CORP	12	3	0.04%	0.11%	0.32%	Q4 2012	Q2 2020	15
Virtue Capital Management, LLC	9	1	0.01%	0.29%	0.88%	Q1 2018	Q3 2023	15
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	11	4	0.08%	0.31%	0.47%	Q4 2017	Q4 2022	15
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	13	2	0.03%	0.17%	0.49%	Q4 2019	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.10%	0.12%	0.15%	Q1 2020	Q3 2023	15
Elwood & Goetz Wealth Advisory Group, LLC	15	15	0.06%	0.10%	0.18%	Q1 2020	Q3 2023	15
Brand Asset Management Group, Inc.	15	15	0.43%	0.57%	0.88%	Q1 2020	Q3 2023	15
Eudaimonia Partners, LLC	8	7	0.02%	0.14%	0.30%	Q4 2019	Q3 2023	15
Traverso Chambers Private Wealth Management, LLC	15	15	1.25%	1.51%	1.64%	Q1 2020	Q3 2023	15
Stokes & Hubbell Capital Management, LLC	15	15	2.98%	4.59%	5.44%	Q3 2015	Q1 2019	15
J. W. Coons Advisors, LLC	15	15	0.09%	0.11%	0.16%	Q1 2020	Q3 2023	15
BECK MACK & OLIVER LLC	12	3	0.01%	0.01%	0.01%	Q1 2017	Q4 2020	15
TBH Global Asset Management, LLC	9	6	0.12%	1.36%	2.73%	Q4 2019	Q3 2023	15
Petix & Botte Co	12	3	0.18%	0.30%	0.49%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.08%	0.16%	0.29%	Q2 2016	Q4 2019	15
Apella Capital, LLC	12	3	0.09%	0.29%	0.64%	Q1 2020	Q4 2023	15
Hudock, Inc.	15	15	0.00%	0.00%	0.01%	Q1 2015	Q3 2018	15
Csenge Advisory Group	15	15	0.03%	0.06%	0.11%	Q1 2020	Q3 2023	15
Optas, LLC	14	14	4.71%	7.18%	9.18%	Q2 2020	Q3 2023	14
Fairhaven Wealth Management, LLC	12	2	0.83%	0.96%	1.20%	Q1 2020	Q3 2023	14
Summit Financial Strategies, Inc.	10	4	0.15%	0.25%	0.38%	Q1 2020	Q3 2023	14
First American Bank	14	14	0.03%	0.04%	0.06%	Q2 2013	Q3 2016	14
Zions Bancorporation	13	1	9.92%	12.99%	16.89%	Q1 2015	Q3 2018	14
Good Life Advisors, LLC	8	6	0.03%	0.40%	1.00%	Q3 2017	Q1 2022	14
Apollon Wealth Management, LLC	14	14	0.16%	0.44%	0.69%	Q2 2020	Q3 2023	14
SHINE INVESTMENT ADVISORY SERVICES INC	14	14	0.01%	0.02%	0.04%	Q2 2017	Q3 2020	14
Concorde Asset Management, LLC	12	2	0.28%	1.36%	2.40%	Q4 2014	Q4 2019	14
Compton Wealth Advisory Group, LLC	14	14	0.46%	9.23%	14.17%	Q2 2020	Q3 2023	14
Rain Capital Management, LLC	14	14	0.01%	0.04%	0.12%	Q2 2020	Q3 2023	14
Quantitative Investment Management, LLC	5	1	0.01%	0.28%	1.16%	Q4 2017	Q2 2023	14
Simplicity Solutions, LLC	4	1	0.01%	0.13%	1.19%	Q3 2015	Q3 2023	14
MorganRosel Wealth Management, LLC	14	14	0.65%	1.58%	3.17%	Q2 2020	Q3 2023	14
WOLVERINE TRADING, LLC	4	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2022	14
CVA Family Office, LLC	14	14	0.01%	0.01%	0.02%	Q1 2020	Q2 2023	14
J.W. COLE ADVISORS, INC.	8	1	0.03%	0.07%	0.10%	Q4 2019	Q3 2023	14
One Charles Private Wealth Services, LLC	12	2	0.61%	2.11%	4.33%	Q4 2019	Q3 2023	14
GeoWealth Management, LLC	14	14	0.59%	1.04%	1.50%	Q2 2020	Q3 2023	14
Twele Capital Management, Inc.	14	14	0.64%	1.96%	3.17%	Q3 2013	Q4 2016	14
Highwater Wealth Management, LLC	14	14	2.36%	6.11%	30.91%	Q2 2016	Q3 2019	14
Circle Wealth Management, LLC	14	14	0.07%	0.79%	1.94%	Q4 2016	Q1 2020	14
Bogart Wealth, LLC	11	3	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	14
Beaumont Financial Partners, LLC	7	1	0.02%	0.19%	1.21%	Q2 2013	Q3 2022	14
Professional Financial Advisors, LLC	14	14	0.15%	1.62%	3.31%	Q2 2020	Q3 2023	14
Rosenberg Matthew Hamilton	14	14	0.02%	0.08%	0.12%	Q2 2020	Q3 2023	14
Gray Wealth Management Inc.	11	3	0.10%	0.18%	0.28%	Q1 2020	Q3 2023	14
Harbour Capital Advisors, LLC	8	1	0.02%	0.18%	1.06%	Q1 2017	Q1 2022	14
CENTAURUS FINANCIAL, INC.	12	1	0.01%	0.10%	0.22%	Q2 2018	Q1 2023	14
TCTC Holdings, LLC	14	14	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	14
Argent Advisors, Inc.	13	1	0.01%	0.17%	0.22%	Q4 2019	Q3 2023	14
PRIVATE CAPITAL MANAGEMENT LLC	7	7	0.09%	0.17%	0.30%	Q4 2018	Q2 2022	14
SEI INVESTMENTS CO	8	2	0.00%	0.00%	0.01%	Q1 2015	Q1 2019	14
OLD MISSION CAPITAL LLC	5	1	0.02%	0.44%	1.54%	Q3 2015	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.18%	0.29%	0.41%	Q2 2020	Q3 2023	14
Wealthspire Advisors, LLC	12	1	0.01%	0.60%	0.84%	Q4 2018	Q3 2023	14
Burt Wealth Advisors	14	14	0.00%	0.01%	0.04%	Q3 2017	Q4 2020	14
Bragg Financial Advisors, Inc	11	3	0.01%	0.03%	0.05%	Q2 2017	Q2 2021	14
GREAT LAKES ADVISORS, LLC	14	14	0.02%	0.03%	0.04%	Q2 2013	Q3 2016	14
Ferris Capital, LLC	8	1	0.06%	0.07%	0.10%	Q2 2017	Q1 2022	14
Founders Financial Alliance, LLC	13	13	0.02%	0.02%	0.02%	Q3 2020	Q3 2023	13
Conservest Capital Advisors, Inc.	13	13	0.04%	0.05%	0.07%	Q1 2017	Q1 2020	13
Key FInancial Inc	12	1	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	13
Halpern Financial, Inc.	13	13	0.01%	0.01%	0.01%	Q3 2020	Q3 2023	13
Berkshire Bank	13	13	0.08%	0.10%	0.13%	Q3 2020	Q3 2023	13
TIEDEMANN ADVISORS, LLC	8	5	0.02%	0.10%	0.17%	Q1 2018	Q3 2023	13
Resonant Capital Advisors, LLC	13	13	0.16%	0.23%	0.29%	Q4 2019	Q4 2022	13
Beacon Wealthcare, Inc	13	13	5.46%	5.95%	6.38%	Q4 2017	Q4 2020	13
USCA RIA LLC	11	2	0.01%	0.03%	0.06%	Q2 2017	Q2 2021	13
Lokken Investment Group LLC	12	1	0.47%	0.68%	1.13%	Q1 2012	Q3 2023	13
Marcum Wealth, LLC	11	2	0.07%	0.21%	1.13%	Q2 2020	Q3 2023	13
Tranquility Partners, LLC	13	13	0.14%	0.36%	0.60%	Q2 2019	Q2 2022	13
Summit Trail Advisors, LLC	9	4	0.01%	0.03%	0.06%	Q2 2020	Q3 2023	13
Spruce Investment Advisors LLC	13	13	0.14%	0.28%	0.74%	Q2 2013	Q2 2016	13
CGN Advisors LLC	13	13	0.23%	0.48%	0.73%	Q4 2020	Q4 2023	13
IEQ CAPITAL, LLC	11	2	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.08%	0.26%	0.46%	Q2 2013	Q2 2016	13
Peak Asset Management, LLC	13	13	0.20%	0.26%	0.39%	Q3 2015	Q3 2018	13
New England Investment & Retirement Group, Inc.	12	1	0.00%	0.86%	2.05%	Q1 2015	Q1 2020	13
RIVERHEAD CAPITAL MANAGEMENT LLC	13	13	0.00%	0.09%	0.15%	Q1 2015	Q1 2018	13
Seelaus Asset Management LLC	13	13	0.18%	0.35%	0.44%	Q4 2017	Q4 2020	13
Bienville Capital Management, LLC	13	13	0.08%	0.15%	0.21%	Q2 2016	Q2 2019	13
Independence Bank of Kentucky	13	13	0.06%	0.07%	0.09%	Q3 2020	Q3 2023	13
Angeles Investment Advisors, LLC	13	13	0.02%	0.18%	0.58%	Q4 2018	Q4 2021	13
AMERICAN FINANCIAL GROUP INC	13	13	0.02%	0.03%	0.06%	Q3 2014	Q3 2017	13
SWARTHMORE GROUP INC	13	13	0.78%	0.99%	1.34%	Q2 2013	Q2 2016	13
Sound Income Strategies, LLC	8	2	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	13
AGF INVESTMENTS INC.	11	2	0.00%	0.02%	0.03%	Q4 2015	Q1 2019	13
Aberdeen Wealth Management LLC	8	2	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	13
Western Wealth Management, LLC	8	5	0.03%	0.05%	0.08%	Q2 2020	Q3 2023	13
D'Orazio & Associates, Inc.	13	13	0.02%	0.02%	0.04%	Q3 2018	Q3 2021	13
McIlrath & Eck, LLC	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
Advisor OS, LLC	13	13	0.38%	2.45%	5.43%	Q3 2020	Q3 2023	13
OLD SECOND NATIONAL BANK OF AURORA	13	13	0.01%	0.01%	0.01%	Q2 2017	Q2 2020	13
MA Private Wealth	12	1	0.05%	0.34%	0.47%	Q3 2019	Q4 2022	13
FIRSTMERIT BANK N A TRUSTEE	13	13	0.12%	0.63%	2.87%	Q2 2013	Q2 2016	13
Prime Capital Investment Advisors, LLC	5	4	0.00%	0.01%	0.02%	Q4 2017	Q3 2023	13
Capital Analysts, LLC	9	1	0.00%	0.00%	0.00%	Q4 2012	Q3 2023	13
Graypoint LLC	13	13	0.05%	0.16%	0.22%	Q3 2020	Q3 2023	13
YHB Investment Advisors, Inc.	13	13	0.04%	0.06%	0.09%	Q3 2020	Q3 2023	13
TIAA CREF TRUST CO FSB/MO	13	13	0.01%	0.02%	0.03%	Q1 2014	Q1 2017	13
Kestra Advisory Services, LLC	13	13	0.15%	0.21%	0.30%	Q3 2020	Q3 2023	13
McQueen, Ball & Associates Inc.	13	13	4.84%	8.32%	13.07%	Q4 2015	Q4 2018	13
WFA of San Diego, LLC	11	2	0.02%	1.01%	1.50%	Q2 2020	Q3 2023	13
Newfound Research LLC	13	13	0.01%	0.01%	0.02%	Q4 2015	Q4 2018	13
Riverpoint Wealth Management Holdings, LLC	12	1	0.00%	0.17%	0.22%	Q4 2018	Q4 2022	13
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	12	1	0.00%	0.66%	0.77%	Q3 2017	Q2 2023	13
Single Point Partners, LLC	6	1	0.10%	0.18%	0.26%	Q4 2019	Q3 2023	13
Parasol Investment Management, LLC	13	13	0.02%	0.03%	0.09%	Q4 2013	Q4 2016	13
LOEB PARTNERS CORP	13	13	0.27%	0.30%	0.36%	Q3 2014	Q3 2017	13
Bernicke Wealth Management, Ltd.	12	12	0.24%	0.34%	0.42%	Q1 2015	Q4 2017	12
Fullen Financial Group	12	12	8.78%	9.50%	10.79%	Q2 2020	Q1 2023	12
Orca Investment Management, LLC	8	4	2.12%	3.18%	4.30%	Q3 2016	Q3 2021	12
Richard P Slaughter Associates Inc	12	12	0.83%	1.53%	2.20%	Q1 2021	Q4 2023	12
Charter Oak Capital Management, LLC	12	12	4.98%	6.73%	7.64%	Q4 2020	Q3 2023	12
Zeit Capital LLC	12	12	0.15%	0.19%	0.31%	Q4 2020	Q3 2023	12
Smith, Salley & Associates	12	12	0.04%	0.11%	0.20%	Q4 2020	Q3 2023	12
Alpha Cubed Investments, LLC	7	2	0.05%	0.13%	0.32%	Q3 2018	Q2 2023	12
NAPLES GLOBAL ADVISORS, LLC	12	12	0.02%	0.04%	0.07%	Q3 2020	Q2 2023	12
OPPENHEIMER ASSET MANAGEMENT INC.	5	1	0.00%	0.15%	0.92%	Q4 2018	Q2 2023	12
WRAPMANAGER INC	12	12	0.09%	0.17%	0.22%	Q4 2015	Q3 2018	12
Lehman Financial Resources, Inc.	11	1	0.01%	0.15%	1.27%	Q1 2013	Q3 2018	12
McKinley Carter Wealth Services, Inc.	12	12	0.06%	0.17%	0.33%	Q4 2020	Q3 2023	12
MARINER INDEPENDENT ADVISOR NETWORK, LLC	4	1	0.05%	0.38%	1.47%	Q2 2017	Q3 2022	12
ARCADIA INVESTMENT MANAGEMENT CORP/MI	12	12	0.03%	0.06%	0.11%	Q4 2015	Q3 2018	12
Laidlaw Wealth Management LLC	8	1	0.05%	0.09%	0.23%	Q4 2019	Q3 2023	12
Geller Advisors LLC	12	12	0.14%	0.18%	0.41%	Q2 2013	Q1 2016	12
SMITH HAYES Advisers, Inc	12	12	0.24%	0.42%	0.51%	Q2 2013	Q1 2016	12
WealthBridge Investment Counsel Inc.	11	1	0.03%	0.15%	0.19%	Q4 2019	Q3 2023	12
John W. Brooker & Co., CPAs	12	12	0.01%	0.02%	0.04%	Q4 2019	Q3 2022	12
STRINGER ASSET MANAGEMENT, LLC	9	3	2.08%	6.31%	12.12%	Q4 2013	Q2 2018	12
BCS Wealth Management	4	1	0.09%	0.11%	0.16%	Q4 2019	Q3 2023	12
Syverson Strege & Co	12	12	0.29%	0.61%	0.99%	Q4 2020	Q3 2023	12
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
FIRST CITIZENS BANK & TRUST CO	12	12	0.01%	0.02%	0.02%	Q4 2020	Q3 2023	12
FIDUCIARY TRUST INTERNATIONAL LLC	6	6	0.06%	0.17%	0.34%	Q2 2017	Q2 2020	12
CAPE ANN SAVINGS BANK	11	1	0.17%	0.30%	0.41%	Q2 2020	Q2 2023	12
DERBY & COMPANY, INC	12	12	0.16%	0.36%	0.59%	Q4 2017	Q3 2020	12
Lumbard & Kellner, LLC	12	12	0.96%	1.22%	1.59%	Q4 2020	Q3 2023	12
Efficient Advisors, LLC	12	12	0.74%	2.67%	4.26%	Q4 2020	Q3 2023	12
BRAVE ASSET MANAGEMENT INC	7	5	0.30%	4.59%	7.95%	Q4 2018	Q2 2022	12
Texas Yale Capital Corp.	12	12	0.02%	0.02%	0.03%	Q4 2015	Q3 2018	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.01%	0.01%	0.01%	Q2 2013	Q1 2016	12
United Asset Strategies, Inc.	12	12	0.05%	0.16%	0.94%	Q2 2016	Q1 2019	12
Omega Financial Group, LLC	12	12	0.11%	0.12%	0.14%	Q4 2020	Q3 2023	12
FINANCIAL CONSULATE, INC	8	4	0.12%	0.65%	1.32%	Q3 2015	Q4 2018	12
RUSSELL FRANK CO/	12	12	0.00%	0.02%	0.10%	Q2 2013	Q1 2016	12
Laird Norton Wetherby Trust Company, LLC	12	12	11.91%	13.32%	20.73%	Q4 2020	Q3 2023	12
FormulaFolio Investments, LLC	8	1	0.01%	0.59%	2.31%	Q2 2015	Q2 2021	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.09%	0.10%	0.10%	Q4 2018	Q3 2021	12
Main Street Financial Solutions, LLC	12	12	0.24%	0.31%	0.44%	Q4 2020	Q3 2023	12
AXIS CAPITAL HOLDINGS LTD	12	12	4.79%	6.68%	7.44%	Q4 2020	Q3 2023	12
FIRST HAWAIIAN BANK	10	2	0.06%	0.07%	0.11%	Q3 2013	Q3 2023	12
AJ WEALTH STRATEGIES, LLC	12	12	0.02%	0.02%	0.04%	Q3 2020	Q2 2023	12
Sigma Investment Management Co	12	12	0.94%	1.22%	1.87%	Q1 2013	Q4 2015	12
MONTAG A & ASSOCIATES INC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
AdvicePeriod, LLC	12	12	0.16%	0.46%	1.04%	Q3 2018	Q2 2021	12
Integrated Wealth Concepts LLC	12	12	0.01%	0.06%	0.23%	Q4 2020	Q3 2023	12
CHATHAM CAPITAL GROUP, INC.	12	12	0.99%	1.79%	2.56%	Q4 2020	Q3 2023	12
F3Logic, LLC	12	12	0.01%	0.52%	2.55%	Q1 2018	Q4 2020	12
Certified Advisory Corp	11	1	0.00%	0.00%	0.01%	Q4 2017	Q1 2021	12
New Potomac Partners, LLC	12	12	0.01%	0.01%	0.02%	Q4 2017	Q3 2020	12
Mosaic Financial Partners, Inc.	9	3	0.12%	0.17%	0.21%	Q2 2013	Q2 2018	12
Global Trust Asset Management, LLC	12	12	0.00%	0.01%	0.02%	Q2 2018	Q1 2021	12
New Vernon Capital Holdings II LLC	12	12	6.93%	22.26%	35.63%	Q3 2018	Q2 2021	12
NBT BANK N A /NY	8	4	0.04%	0.05%	0.07%	Q2 2013	Q3 2023	12
B. Riley Financial, Inc.	12	12	0.09%	0.14%	0.20%	Q4 2015	Q3 2018	12
RBF Capital, LLC	8	4	0.08%	0.38%	1.19%	Q3 2018	Q3 2023	12
Compass Advisory Group LLC	12	12	0.60%	0.91%	1.28%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.14%	0.28%	0.40%	Q4 2020	Q3 2023	12
Bollard Group LLC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Granby Capital Management, LLC	12	12	2.85%	9.25%	21.57%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Beacon Wealthcare LLC	12	12	5.60%	5.83%	6.00%	Q1 2021	Q4 2023	12
Cutter & CO Brokerage, Inc.	12	12	0.09%	0.25%	0.32%	Q1 2017	Q4 2019	12
Tacita Capital Inc	12	12	0.23%	0.30%	0.55%	Q4 2020	Q3 2023	12
SITTNER & NELSON, LLC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.16%	0.25%	0.36%	Q4 2020	Q3 2023	12
COWA, LLC	12	12	1.19%	1.59%	2.43%	Q4 2020	Q3 2023	12
Madison Wealth Partners, Inc	12	12	0.22%	0.29%	0.38%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	0.00%	0.15%	0.20%	Q4 2020	Q3 2023	12
Latitude Advisors, LLC	12	12	0.34%	0.61%	0.88%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	0.64%	0.80%	1.00%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.04%	0.08%	0.14%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.01%	0.01%	0.02%	Q4 2020	Q3 2023	12
McClarren Financial Advisors, Inc.	12	12	0.47%	0.54%	0.72%	Q4 2020	Q3 2023	12
Newton One Investments LLC	12	12	4.66%	7.03%	10.18%	Q4 2020	Q3 2023	12
Sightline Wealth Advisors, LLC	12	12	0.54%	0.89%	1.60%	Q4 2020	Q3 2023	12
Falcon Wealth Planning	12	12	0.54%	3.32%	4.96%	Q4 2020	Q3 2023	12
Sonora Investment Management, LLC	10	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2021	12
EDMOND DE ROTHSCHILD HOLDING S.A.	7	4	0.00%	0.16%	0.46%	Q3 2017	Q2 2021	11
Wealth CMT	6	5	6.03%	7.79%	15.55%	Q1 2020	Q1 2023	11
MBA Advisors LLC	11	11	0.28%	0.52%	0.62%	Q1 2021	Q3 2023	11
Bradley & Co. Private Wealth Management, LLC	11	11	0.33%	0.37%	0.41%	Q1 2021	Q3 2023	11
iAB Financial Bank	11	11	0.17%	0.25%	0.30%	Q4 2014	Q2 2017	11
Gryphon Financial Partners LLC	10	1	0.66%	1.71%	3.01%	Q3 2018	Q2 2021	11
Renaissance Technologies	4	1	0.00%	0.00%	0.01%	Q1 2018	Q2 2023	11
WMS Partners, LLC	6	1	0.05%	0.29%	0.55%	Q2 2013	Q4 2019	11
SECURITY NATIONAL BANK OF SO DAK	11	11	0.44%	1.09%	1.54%	Q2 2017	Q4 2019	11
Chevy Chase Trust Holdings, LLC	5	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2022	11
Jackson, Grant Investment Advisers, Inc.	11	11	0.04%	0.06%	0.14%	Q4 2015	Q2 2018	11
Ellevest, Inc.	11	11	0.00%	0.03%	0.07%	Q1 2021	Q3 2023	11
TRUEWEALTH LLC	11	11	0.08%	0.24%	0.92%	Q4 2017	Q2 2020	11
Dorsey & Whitney Trust CO LLC	7	4	0.10%	0.55%	0.77%	Q1 2014	Q4 2021	11
Legacy Advisors, LLC	7	4	0.01%	0.17%	0.48%	Q4 2016	Q3 2023	11
LOGAN CAPITAL MANAGEMENT INC	11	11	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	11
Altium Wealth Management LLC	9	1	0.02%	0.02%	0.04%	Q4 2018	Q2 2022	11
55I, LLC	6	5	0.08%	0.29%	0.76%	Q4 2018	Q3 2022	11
Cadence Wealth Management LLC	11	11	3.67%	4.98%	7.01%	Q1 2021	Q3 2023	11
WOLFF WIESE MAGANA LLC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
Gemmer Asset Management LLC	7	1	0.00%	0.01%	0.08%	Q1 2014	Q1 2022	11
Lee Financial Co	7	4	0.00%	0.00%	0.01%	Q4 2016	Q1 2022	11
Solstein Capital, LLC	11	11	0.04%	0.39%	1.06%	Q1 2021	Q3 2023	11
NIA IMPACT ADVISORS, LLC	11	11	0.20%	0.24%	0.26%	Q4 2020	Q2 2023	11
STEWART & PATTEN CO LLC	11	11	0.10%	0.11%	0.11%	Q1 2021	Q3 2023	11
Grove Bank & Trust	6	1	0.01%	0.04%	0.10%	Q2 2017	Q3 2023	11
FIRST AMERICAN TRUST, FSB	11	11	0.04%	0.08%	0.16%	Q1 2021	Q3 2023	11
Cornerstone Wealth Management, LLC	6	2	0.03%	0.04%	0.05%	Q1 2018	Q1 2021	11
NWK Group, Inc.	11	11	0.10%	0.17%	0.28%	Q4 2019	Q2 2022	11
Cornerstone Wealth Advisors, Inc.	11	11	0.09%	0.11%	0.15%	Q1 2021	Q3 2023	11
CT Financial Advisors LLC	10	1	1.37%	1.80%	2.88%	Q1 2014	Q1 2017	11
Piscataqua Savings Bank	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
Spire Wealth Management	11	11	0.01%	0.08%	0.11%	Q1 2021	Q3 2023	11
Kore Private Wealth LLC	7	4	0.00%	0.04%	0.08%	Q4 2018	Q1 2022	11
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11	11	7.03%	7.59%	8.29%	Q1 2021	Q3 2023	11
BOENNING & SCATTERGOOD, INC.	6	5	0.19%	0.31%	0.50%	Q2 2018	Q4 2021	11
WADDELL & ASSOCIATES, LLC	10	1	0.05%	0.06%	0.09%	Q3 2020	Q3 2023	11
Alerus Investment Advisors Corp	11	11	0.00%	0.00%	0.00%	Q3 2013	Q1 2016	11
Investors Capital Advisory Services	11	11	0.06%	0.56%	1.03%	Q2 2013	Q4 2015	11
MJP ASSOCIATES INC /ADV	7	4	0.06%	0.08%	0.11%	Q4 2020	Q3 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.00%	0.00%	0.01%	Q2 2013	Q4 2015	11
Palisades Hudson Asset Management, L.P.	11	11	0.19%	0.36%	0.58%	Q2 2017	Q4 2019	11
MONROE BANK & TRUST/MI	6	5	0.00%	0.01%	0.04%	Q2 2013	Q1 2016	11
DROMS STRAUSS ADVISORS INC /MO/ /ADV	10	10	0.14%	0.23%	0.32%	Q2 2021	Q3 2023	10
Kovitz Investment Group, LLC	7	3	0.08%	0.09%	0.10%	Q2 2013	Q4 2015	10
FEDERATED HERMES, INC.	10	10	0.00%	0.00%	0.00%	Q2 2013	Q3 2015	10
NORTHWEST INVESTMENT COUNSELORS, LLC	8	1	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	10
Accel Wealth Management	10	10	0.01%	0.01%	0.02%	Q4 2020	Q1 2023	10
EVERMAY WEALTH MANAGEMENT LLC	10	10	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	10
Steinberg Global Asset Management	10	10	0.20%	0.25%	0.30%	Q3 2015	Q4 2017	10
Strategic Blueprint, LLC	10	10	0.02%	0.03%	0.05%	Q2 2021	Q3 2023	10
SMI Advisory Services, LLC	9	1	0.14%	0.29%	0.47%	Q1 2021	Q3 2023	10
Founders Capital Management	10	10	0.07%	0.08%	0.10%	Q2 2017	Q3 2019	10
INGALLS & SNYDER LLC	9	1	0.01%	0.01%	0.01%	Q3 2016	Q1 2019	10
PSI Advisors, LLC	9	1	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	10
Sheaff Brock Investment Advisors, LLC	7	1	0.02%	0.03%	0.03%	Q4 2015	Q3 2018	10
CAHILL FINANCIAL ADVISORS INC	6	4	0.04%	0.06%	0.09%	Q1 2021	Q3 2023	10
IMS Capital Management	6	1	0.09%	0.19%	0.26%	Q1 2014	Q2 2021	10
WEALTHSOURCE PARTNERS, LLC	6	1	0.01%	0.07%	0.31%	Q4 2017	Q2 2022	10
HALL CAPITAL MANAGEMENT CO INC	10	10	2.24%	2.91%	4.17%	Q2 2021	Q3 2023	10
Southland Equity Partners LLC	10	10	0.11%	0.19%	0.28%	Q2 2021	Q3 2023	10
Sullivan, Bruyette, Speros & Blaney, LLC	10	10	1.04%	1.34%	1.72%	Q4 2018	Q1 2021	10
MID CONTINENT CAPITAL LLC/IL	10	10	0.02%	0.08%	0.15%	Q2 2013	Q3 2015	10
Convergent Wealth Advisors	10	10	0.17%	0.29%	0.64%	Q2 2013	Q3 2015	10
FIRST INTERSTATE BANK	6	4	0.00%	0.07%	0.19%	Q3 2015	Q3 2023	10
Venture Visionary Partners LLC	10	10	0.02%	0.19%	0.47%	Q2 2021	Q3 2023	10
WADE G W & INC	6	4	0.04%	0.08%	0.12%	Q4 2014	Q3 2018	10
Relyea Zuckerberg Hanson LLC	10	10	0.21%	0.75%	3.43%	Q4 2019	Q1 2022	10
HighMark Wealth Management LLC	10	10	0.01%	0.02%	0.04%	Q2 2021	Q3 2023	10
QUATTRO FINANCIAL ADVISORS LLC	4	1	0.07%	0.69%	2.08%	Q2 2017	Q1 2023	10
Ameritas Investment Company, LLC	9	1	0.00%	0.08%	0.16%	Q1 2019	Q3 2021	10
Fermata Advisors, LLC	8	2	0.15%	0.51%	1.17%	Q1 2021	Q3 2023	10
Austin Private Wealth, LLC	10	10	0.05%	0.18%	0.36%	Q2 2021	Q3 2023	10
Blue Barn Wealth, LLC	10	10	0.30%	0.43%	0.73%	Q2 2021	Q3 2023	10
Lourd Capital, LLC	10	10	0.04%	0.08%	0.11%	Q3 2013	Q4 2015	10
Bank of New Hampshire	10	10	0.88%	1.54%	2.21%	Q2 2021	Q3 2023	10
KB FINANCIAL PARTNERS, LLC	8	2	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	10
Truvestments Capital LLC	5	1	0.00%	0.02%	0.21%	Q1 2020	Q1 2023	10
ProVise Management Group, LLC	10	10	0.03%	0.07%	0.11%	Q2 2021	Q3 2023	10
CREDIT SUISSE AG/	3	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2019	10
Ziegler Capital Management, LLC	10	10	0.05%	0.12%	0.16%	Q2 2021	Q3 2023	10
BlackRock Investment Management, LLC	6	1	0.00%	0.02%	0.12%	Q2 2013	Q4 2016	10
Mount Yale Investment Advisors, LLC	10	10	0.04%	0.08%	0.09%	Q1 2018	Q2 2020	10
USA FINANCIAL FORMULAS	5	1	0.01%	0.05%	0.08%	Q1 2018	Q3 2023	10
BALDWIN BROTHERS LLC/MA	5	5	0.00%	0.01%	0.02%	Q1 2020	Q4 2023	10
First Personal Financial Services	10	10	0.00%	0.13%	0.22%	Q3 2017	Q4 2019	10
Wambolt & Associates, LLC	5	1	0.09%	0.17%	0.30%	Q4 2018	Q3 2021	10
MASSMUTUAL TRUST CO FSB/ADV	4	1	0.00%	0.00%	0.01%	Q3 2014	Q4 2023	10
ATWOOD & PALMER INC	5	5	0.00%	0.01%	0.01%	Q2 2016	Q2 2022	10
CSM Advisors, LLC	10	10	0.18%	0.21%	0.25%	Q2 2021	Q3 2023	10
NatWest Group plc	10	10	0.03%	0.07%	0.16%	Q2 2013	Q3 2015	10
QCI ASSET MANAGEMENT INC/NY	10	10	0.00%	0.00%	0.00%	Q4 2017	Q1 2020	10
HARBOUR INVESTMENTS, INC.	6	4	0.03%	0.05%	0.07%	Q1 2021	Q3 2023	10
Betterment LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Sequent Asset Management, LLC	9	9	0.18%	0.23%	0.32%	Q3 2021	Q3 2023	9
Cypress Wealth Advisors LLC	9	9	0.76%	1.08%	1.58%	Q2 2015	Q2 2017	9
Virtu Financial LLC	3	1	0.01%	0.06%	0.17%	Q3 2013	Q4 2019	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.00%	0.01%	Q2 2013	Q2 2015	9
SPC Financial, Inc.	9	9	0.06%	0.12%	0.19%	Q2 2013	Q2 2015	9
Edge Wealth Management LLC	9	9	0.00%	0.00%	0.01%	Q4 2019	Q4 2021	9
Choate Investment Advisors	5	1	0.00%	0.01%	0.05%	Q1 2016	Q3 2023	9
Virtu KCG Holdings LLC	3	1	0.00%	0.02%	0.06%	Q3 2013	Q2 2017	9
OARSMAN CAPITAL, INC.	9	9	0.09%	0.12%	0.15%	Q2 2020	Q2 2022	9
Madrona Financial Services, LLC	9	9	0.27%	2.64%	8.18%	Q4 2017	Q4 2019	9
Northern Capital Management, Inc.	6	3	0.16%	0.22%	0.25%	Q4 2020	Q3 2023	9
Surevest, LLC	5	4	0.03%	2.17%	5.06%	Q4 2018	Q3 2022	9
Baldwin Investment Management, LLC	9	9	0.05%	0.07%	0.10%	Q3 2020	Q3 2022	9
Tidal Investments LLC	9	9	0.09%	0.57%	1.49%	Q4 2018	Q4 2020	9
Bridgewater Advisors Inc.	5	4	0.10%	0.14%	0.20%	Q2 2021	Q3 2023	9
Sterling Capital Management LLC	6	3	0.00%	0.00%	0.00%	Q3 2014	Q3 2019	9
JACOBSON & SCHMITT ADVISORS, LLC	9	9	0.22%	0.37%	0.57%	Q4 2014	Q4 2016	9
Yorktown Management & Research Co Inc	8	1	0.04%	0.06%	0.10%	Q2 2013	Q4 2016	9
Cadence Bank	3	3	0.02%	0.03%	0.06%	Q4 2017	Q3 2023	9
COOPER/HAIMS ADVISORS, LLC	9	9	0.14%	0.19%	0.28%	Q4 2017	Q4 2019	9
V Wealth Advisors LLC	6	1	0.03%	0.06%	0.17%	Q2 2017	Q1 2022	9
WEST BANCORPORATION INC	4	1	0.02%	0.06%	0.20%	Q4 2019	Q3 2023	9
ARTHUR M. COHEN & ASSOCIATES, LLC	9	9	0.15%	0.17%	0.20%	Q4 2017	Q4 2019	9
DAVIDSON TRUST CO	5	4	0.27%	0.34%	0.42%	Q4 2019	Q2 2022	9
Squar Milner Financial Services LLC	7	2	0.02%	0.40%	0.89%	Q4 2017	Q1 2020	9
EAGLE GLOBAL ADVISORS LLC	8	1	0.01%	0.02%	0.02%	Q4 2019	Q1 2022	9
Tower View Wealth Management LLC	7	2	0.01%	0.62%	1.51%	Q4 2017	Q1 2022	9
Paulson Wealth Management Inc.	9	9	0.18%	0.46%	0.71%	Q4 2017	Q4 2019	9
VISTA INVESTMENT MANAGEMENT	9	9	0.20%	0.39%	0.66%	Q4 2017	Q4 2019	9
Beacon Pointe Advisors, LLC	9	9	0.01%	0.14%	0.23%	Q3 2021	Q3 2023	9
Sepio Capital, LP	5	4	0.02%	0.02%	0.03%	Q2 2021	Q3 2023	9
Sage Financial Management Group, Inc.	6	1	0.83%	7.38%	10.69%	Q4 2020	Q3 2023	9
MONECO Advisors, LLC	9	9	0.11%	0.22%	0.35%	Q3 2021	Q3 2023	9
Emerson Wealth, LLC	6	3	0.04%	0.08%	0.16%	Q2 2019	Q2 2022	9
Red Door Wealth Management, LLC	9	9	0.07%	0.09%	0.11%	Q3 2021	Q3 2023	9
Parcion Private Wealth LLC	9	9	0.14%	0.43%	0.81%	Q3 2020	Q3 2022	9
BELLEVUE ASSET MANAGEMENT, LLC	9	9	0.01%	0.01%	0.01%	Q4 2019	Q4 2021	9
U.S. Capital Wealth Advisors, LLC	9	9	0.02%	0.07%	0.11%	Q3 2021	Q3 2023	9
Bellwether Advisors, LLC	9	9	0.00%	0.01%	0.01%	Q4 2020	Q4 2022	9
Sage Mountain Advisors LLC	7	2	0.02%	0.56%	1.08%	Q1 2021	Q3 2023	9
DB Wealth Management Group, LLC	5	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	9
Wealth Dimensions Group, Ltd.	7	2	0.07%	0.12%	0.16%	Q1 2021	Q3 2023	9
InTrack Investment Management Inc	7	1	0.22%	1.33%	2.10%	Q4 2020	Q3 2023	9
Dentgroup LLC	9	9	1.41%	2.20%	3.22%	Q4 2021	Q4 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	0.17%	0.25%	0.39%	Q3 2021	Q3 2023	9
Agate Pass Investment Management, LLC	9	9	3.57%	4.04%	4.66%	Q4 2021	Q4 2023	9
High Net Worth Advisory Group LLC	9	9	0.10%	0.11%	0.13%	Q4 2021	Q4 2023	9
LOWE BROCKENBROUGH & CO INC	9	9	0.09%	0.12%	0.16%	Q3 2021	Q3 2023	9
STOCK YARDS BANK & TRUST CO	8	1	0.01%	0.02%	0.04%	Q4 2014	Q4 2022	9
BANK OF NOVA SCOTIA	4	1	0.00%	0.08%	0.16%	Q4 2015	Q3 2022	9
HIGHLAND CAPITAL MANAGEMENT, LLC	7	2	0.00%	0.06%	0.08%	Q2 2015	Q1 2021	9
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	6	3	0.06%	0.11%	0.18%	Q2 2013	Q3 2023	9
BLUESTEIN R H & CO LLC	7	2	0.02%	0.02%	0.03%	Q3 2019	Q3 2022	9
WELLINGTON MANAGEMENT GROUP LLP	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
ROTHSCHILD INVESTMENT LLC /IL	9	9	0.12%	0.13%	0.13%	Q2 2015	Q2 2017	9
Allegis Investment Advisors, LLC	5	3	0.05%	0.49%	1.15%	Q4 2015	Q4 2017	8
Raab & Moskowitz Asset Management LLC	6	1	0.03%	0.10%	0.12%	Q4 2014	Q4 2019	8
Unconventional Investor, LLC	8	8	1.93%	3.13%	5.72%	Q4 2021	Q3 2023	8
Prestige Wealth Management Group LLC	7	1	0.00%	0.27%	0.62%	Q4 2018	Q2 2022	8
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
O'Brien Wealth Partners LLC	8	8	0.10%	0.10%	0.11%	Q3 2020	Q2 2022	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.02%	0.04%	0.07%	Q2 2013	Q1 2015	8
Red Tortoise LLC	4	4	0.50%	0.75%	1.04%	Q3 2021	Q3 2023	8
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA	8	8	3.85%	6.14%	9.13%	Q4 2016	Q3 2018	8
Horizon Family Wealth, Inc.	8	8	0.46%	0.51%	0.57%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.33%	0.46%	0.59%	Q4 2021	Q3 2023	8
SCOTIA CAPITAL INC.	4	4	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
Realta Investment Advisors	4	2	0.03%	0.04%	0.06%	Q1 2019	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	1.11%	1.19%	1.26%	Q2 2013	Q1 2015	8
Threshold Group LLC	8	8	0.29%	1.14%	2.01%	Q4 2015	Q3 2017	8
City State Bank	8	8	0.60%	0.64%	0.68%	Q4 2021	Q3 2023	8
Cassady Schiller Wealth Management, LLC	8	8	0.11%	0.32%	0.61%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.20%	0.22%	0.25%	Q4 2021	Q3 2023	8
VERUS CAPITAL PARTNERS, LLC	3	2	0.01%	0.07%	0.10%	Q4 2019	Q3 2023	8
Guidant Wealth Advisors	4	4	0.36%	0.58%	1.18%	Q3 2016	Q3 2019	8
Wedmont Private Capital	8	8	0.17%	0.21%	0.32%	Q4 2021	Q3 2023	8
Watermark Asset Management, Inc.	8	8	0.86%	1.35%	2.18%	Q1 2017	Q4 2018	8
Ranch Capital Advisors Inc.	8	8	0.00%	0.00%	0.00%	Q4 2019	Q3 2021	8
Wilson & Boucher Capital Management, LLC	8	8	1.26%	1.90%	2.46%	Q4 2021	Q3 2023	8
5th Street Advisors, LLC	8	8	20.01%	23.30%	25.98%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.02%	0.10%	0.21%	Q4 2021	Q3 2023	8
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	4	1	0.05%	0.06%	0.08%	Q4 2013	Q1 2016	8
B. Riley Wealth Management, Inc.	7	1	0.00%	0.17%	0.47%	Q4 2018	Q2 2022	8
Snowden Capital Advisors LLC	3	2	0.01%	0.01%	0.02%	Q3 2019	Q3 2023	8
Upper Left Wealth Management, LLC	8	8	3.18%	3.91%	4.25%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.76%	0.88%	1.02%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.04%	0.07%	0.10%	Q4 2021	Q3 2023	8
OLIO Financial Planning	8	8	2.68%	8.14%	15.06%	Q4 2021	Q3 2023	8
Family CFO Inc	8	8	1.19%	1.59%	1.96%	Q4 2021	Q3 2023	8
Vantage Financial Partners, LLC	8	8	0.09%	0.13%	0.16%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.02%	0.03%	0.06%	Q4 2021	Q3 2023	8
Pine Haven Investment Counsel, Inc	8	8	0.42%	0.43%	0.45%	Q4 2021	Q3 2023	8
Independent Advisor Alliance	6	1	0.06%	1.04%	5.36%	Q1 2017	Q3 2023	8
Brewster Financial Planning LLC	8	8	0.56%	0.67%	0.78%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.34%	0.59%	1.08%	Q4 2021	Q3 2023	8
Security Financial Services, INC.	8	8	0.92%	1.15%	1.77%	Q4 2021	Q3 2023	8
Helen Stephens Group, LLC	8	8	0.13%	0.39%	0.85%	Q4 2021	Q3 2023	8
Anson Capital, Inc.	8	8	0.90%	1.21%	1.54%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	2.90%	3.24%	3.63%	Q4 2021	Q3 2023	8
Silver Oak Advisory Group, Inc.	8	8	0.30%	0.36%	0.42%	Q4 2021	Q3 2023	8
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	8	8	0.41%	0.50%	0.56%	Q4 2021	Q3 2023	8
Atlantic Private Wealth, LLC	8	8	0.30%	1.71%	3.18%	Q4 2021	Q3 2023	8
Bromfield Sneider Wealth Advisors	8	8	0.02%	0.03%	0.04%	Q1 2022	Q4 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.17%	0.21%	0.23%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	0.78%	0.87%	1.03%	Q4 2021	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	1.79%	2.18%	2.39%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.03%	0.09%	Q4 2021	Q3 2023	8
Treynor Bancshares, Inc.	8	8	0.41%	0.44%	0.48%	Q4 2021	Q3 2023	8
OIKOS HOLDINGS LLC	8	8	1.71%	2.76%	3.97%	Q4 2021	Q3 2023	8
BRADLEY FOSTER & SARGENT INC/CT	8	8	0.04%	0.06%	0.07%	Q4 2021	Q3 2023	8
NFJ INVESTMENT GROUP, LLC	5	1	0.00%	0.03%	0.08%	Q2 2021	Q3 2023	8
Platt Investment Counsel, LLC	8	8	0.80%	2.62%	3.21%	Q4 2020	Q3 2022	8
Capital Group Private Client Services, Inc.	4	4	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
BRIDGES INVESTMENT COUNSEL INC/	8	8	0.47%	1.59%	2.27%	Q1 2016	Q4 2017	8
MDE Group	8	8	0.38%	0.47%	0.54%	Q2 2013	Q1 2015	8
UMB Bank, n.a.	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Capital International Investors	6	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	0.46%	0.53%	0.57%	Q4 2021	Q3 2023	8
CHERRYDALE WEALTH MANAGEMENT, LLC	8	8	0.17%	1.09%	6.02%	Q1 2022	Q4 2023	8
Pine Ridge Advisers LLC	8	8	0.19%	0.38%	0.63%	Q4 2020	Q3 2022	8
Stephens Consulting, LLC	8	8	0.01%	0.05%	0.11%	Q4 2021	Q3 2023	8
Gratus Capital, LLC	8	8	0.04%	0.06%	0.08%	Q1 2016	Q4 2017	8
Hedges Asset Management LLC	8	8	0.20%	0.21%	0.22%	Q4 2021	Q3 2023	8
RS CRUM INC.	8	8	0.54%	0.77%	1.03%	Q4 2021	Q3 2023	8
TrueWealth Financial Partners	8	8	8.70%	9.23%	9.76%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.01%	0.01%	0.03%	Q4 2021	Q3 2023	8
Stone Point Wealth LLC	8	8	0.11%	0.13%	0.19%	Q4 2021	Q3 2023	8
LMCG INVESTMENTS, LLC	7	1	0.02%	0.03%	0.03%	Q4 2014	Q3 2023	8
Secrest Blakey & Associates, LLC	8	8	0.22%	0.25%	0.28%	Q4 2017	Q3 2019	8
Sandy Cove Advisors, LLC	8	8	0.26%	0.37%	0.53%	Q4 2021	Q3 2023	8
Galvin, Gaustad & Stein, LLC	8	8	0.07%	0.08%	0.08%	Q4 2021	Q3 2023	8
VALLEY FORGE ASSET MANAGEMENT, LLC	8	8	0.03%	0.06%	0.07%	Q1 2014	Q4 2015	8
Waypoint Capital Advisors, LLC	8	8	2.72%	4.09%	7.84%	Q4 2021	Q3 2023	8
Kelman-Lazarov, Inc.	4	4	0.08%	0.10%	0.12%	Q1 2016	Q1 2018	8
Dalton Investments LLC	8	8	0.30%	0.79%	1.11%	Q2 2013	Q1 2015	8
LOS ANGELES CAPITAL MANAGEMENT LLC	8	8	0.00%	0.00%	0.01%	Q1 2015	Q4 2016	8
Sageworth Trust Co	7	1	0.00%	0.01%	0.02%	Q4 2016	Q4 2020	8
TD Waterhouse Canada Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.15%	0.27%	0.34%	Q4 2021	Q3 2023	8
CONTINENTAL INVESTORS SERVICES, INC.	8	8	5.91%	6.86%	7.34%	Q4 2021	Q3 2023	8
Empirical Finance, LLC	5	1	0.13%	0.72%	0.96%	Q2 2017	Q4 2019	8
EUDAIMONIA ADVISORS LLC	8	8	0.59%	0.65%	0.70%	Q4 2021	Q3 2023	8
Index Fund Advisors, Inc.	8	8	0.06%	0.07%	0.13%	Q4 2021	Q3 2023	8
SMITH, MOORE & CO.	8	8	0.05%	0.07%	0.08%	Q1 2018	Q4 2019	8
Yellowstone Partners, LLC	6	2	0.11%	0.14%	0.19%	Q2 2015	Q4 2017	8
RTD Financial Advisors, Inc.	8	8	0.10%	0.13%	0.22%	Q4 2021	Q3 2023	8
NAVELLIER & ASSOCIATES INC	3	1	0.02%	0.06%	0.11%	Q3 2014	Q2 2020	8
Bank of Kentucky, Inc.	8	8	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	8
Advisory Alpha, LLC	6	2	0.00%	0.15%	0.26%	Q2 2016	Q3 2018	8
Intellectus Partners, LLC	5	1	0.01%	0.08%	0.14%	Q2 2018	Q1 2022	8
Beaumont Capital Management, LLC	8	8	0.86%	2.37%	3.11%	Q4 2021	Q3 2023	8
Sweet Financial Partners, LLC	8	8	0.17%	3.72%	4.48%	Q4 2021	Q3 2023	8
ZACKS INVESTMENT MANAGEMENT	6	2	0.00%	0.00%	0.01%	Q4 2020	Q2 2023	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.01%	0.01%	0.02%	Q2 2019	Q2 2023	8
RELIANCE TRUST CO OF DELAWARE	7	1	0.03%	0.05%	0.06%	Q3 2016	Q3 2018	8
Beaird Harris Wealth Management, LLC	8	8	0.07%	0.80%	1.54%	Q4 2021	Q3 2023	8
RAY GERALD L & ASSOCIATES LTD	8	8	0.03%	0.04%	0.05%	Q2 2013	Q1 2015	8
Industrial Alliance Investment Management Inc.	8	8	0.31%	2.54%	9.38%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.11%	0.17%	0.28%	Q4 2021	Q3 2023	8
TI-TRUST, INC	8	8	3.56%	3.85%	4.36%	Q4 2021	Q3 2023	8
Archvest Wealth Advisors, Inc.	8	8	8.30%	9.51%	10.70%	Q4 2021	Q3 2023	8
BENJAMIN EDWARDS INC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
MAS Advisors LLC	8	8	0.53%	0.92%	1.37%	Q4 2021	Q3 2023	8
Lindbrook Capital, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	8
Transform Wealth, LLC	3	2	0.03%	0.27%	0.48%	Q3 2019	Q3 2023	8
Robertson Stephens Wealth Management, LLC	7	1	0.02%	0.04%	0.07%	Q1 2020	Q3 2023	8
DRW Securities, LLC	3	1	0.01%	0.08%	0.27%	Q4 2019	Q2 2023	8
RE Dickinson Investment Advisors, LLC	8	8	0.00%	0.70%	5.56%	Q4 2021	Q3 2023	8
Merit Financial Group, LLC	7	1	0.01%	0.03%	0.06%	Q4 2018	Q3 2023	8
Lehman & Derafelo Financial Resources LLC	6	2	0.00%	0.08%	0.14%	Q4 2018	Q3 2022	8
Beacon Capital Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Strategies Wealth Advisors, LLC	4	3	0.10%	0.15%	0.21%	Q4 2021	Q3 2023	7
SlateStone Wealth, LLC	7	7	0.13%	2.51%	4.59%	Q4 2018	Q2 2020	7
Global Wealth Management Investment Advisory, Inc.	7	7	0.04%	0.05%	0.06%	Q4 2018	Q2 2020	7
CAMBIAR INVESTORS LLC	3	1	0.00%	0.03%	0.10%	Q4 2016	Q2 2022	7
ASPIRIANT HOLDINGS S3, LLC	7	7	0.08%	0.10%	0.13%	Q2 2014	Q4 2015	7
Hoese & Co LLP	7	7	0.57%	0.74%	1.19%	Q4 2020	Q2 2022	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.00%	0.01%	0.04%	Q1 2021	Q4 2022	7
Cobble Hill Financial Services, INC	7	7	1.41%	2.40%	2.91%	Q1 2013	Q3 2014	7
Sarasin & Partners LLP	7	7	0.01%	0.01%	0.01%	Q3 2018	Q1 2020	7
Integrated Wealth Management	7	7	0.04%	0.10%	0.15%	Q1 2015	Q3 2016	7
SAXON INTERESTS, INC.	7	7	0.64%	0.71%	0.82%	Q4 2021	Q2 2023	7
Biltmore Capital Advisors LLC	6	1	0.12%	0.77%	4.27%	Q4 2018	Q4 2021	7
Avidian Wealth Solutions, LLC	4	3	0.01%	0.30%	0.80%	Q2 2021	Q3 2023	7
CX Institutional	6	1	0.00%	0.01%	0.02%	Q2 2020	Q3 2023	7
Allred Capital Management, LLC	5	1	0.08%	0.22%	0.44%	Q4 2018	Q4 2021	7
MONEY CONCEPTS CAPITAL CORP	5	2	0.00%	0.02%	0.08%	Q4 2020	Q4 2022	7
Hexagon Capital Partners LLC	7	7	0.02%	0.02%	0.02%	Q3 2020	Q1 2022	7
Planned Solutions, Inc.	3	1	0.01%	2.82%	6.70%	Q4 2020	Q2 2023	7
Tradewinds Capital Management, LLC	6	1	0.02%	0.03%	0.04%	Q2 2015	Q1 2022	7
Rockbridge Investment Management, LCC	7	7	0.04%	0.04%	0.04%	Q2 2020	Q4 2021	7
First Eagle Investment Management, LLC	4	1	0.00%	0.00%	0.01%	Q2 2015	Q2 2022	7
WESPAC Advisors, LLC	5	1	0.17%	0.61%	1.01%	Q2 2013	Q4 2015	7
CreativeOne Wealth, LLC	4	3	0.02%	0.02%	0.03%	Q1 2021	Q1 2023	7
CARL STUART INVESTMENT ADVISOR, INC	5	2	0.22%	0.23%	0.25%	Q4 2021	Q3 2023	7
WEST PACES ADVISORS INC.	6	1	0.01%	0.03%	0.04%	Q1 2020	Q1 2022	7
Private Capital Management, LLC	7	7	0.06%	0.08%	0.10%	Q1 2022	Q3 2023	7
Intersect Capital LLC	7	7	0.14%	0.18%	0.21%	Q4 2014	Q2 2016	7
REILLY FINANCIAL ADVISORS, LLC	4	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2021	7
WealthTrust Fairport, LLC	3	1	0.00%	0.01%	0.02%	Q4 2013	Q3 2018	7
Canal Capital Management, LLC	7	7	0.25%	0.67%	1.43%	Q4 2014	Q2 2016	7
Disciplined Investments, LLC	7	7	0.00%	0.01%	0.02%	Q4 2019	Q2 2021	7
Liberty Mutual Group Asset Management Inc.	7	7	1.30%	2.13%	3.46%	Q1 2017	Q3 2018	7
SHAPIRO ROBERT N	7	7	0.17%	0.25%	0.62%	Q2 2013	Q4 2014	7
Blue Edge Capital, LLC	6	1	0.14%	0.28%	0.76%	Q4 2018	Q3 2022	7
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	6	1	0.02%	0.03%	0.03%	Q4 2014	Q3 2022	7
Private Portfolio Partners LLC	4	3	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	7
DRIEHAUS CAPITAL MANAGEMENT LLC	6	1	0.01%	0.02%	0.04%	Q1 2015	Q2 2017	7
Quantum Capital Management, LLC / NJ	6	1	0.13%	2.68%	16.57%	Q3 2017	Q2 2022	7
NORTHERN CAPITAL MANAGEMENT LLC	7	7	0.08%	1.47%	2.12%	Q2 2017	Q4 2018	7
TCF National Bank	7	7	0.21%	0.33%	0.59%	Q3 2019	Q1 2021	7
Chemistry Wealth Management LLC	7	7	0.24%	0.26%	0.28%	Q1 2022	Q3 2023	7
Spotlight Asset Group, Inc.	5	2	0.04%	0.10%	0.16%	Q4 2019	Q3 2023	7
MEANS INVESTMENT CO., INC.	7	7	0.05%	1.25%	3.13%	Q1 2022	Q3 2023	7
COUNTRY CLUB BANK /GFN	7	7	0.72%	0.89%	0.97%	Q1 2022	Q3 2023	7
Bison Wealth, LLC	7	7	0.00%	0.00%	0.01%	Q4 2019	Q2 2021	7
Raleigh Capital Management Inc.	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
Financial Sense Advisors, Inc.	7	7	0.13%	8.35%	20.13%	Q1 2017	Q3 2018	7
SG Americas Securities, LLC	3	1	0.00%	0.08%	0.23%	Q3 2013	Q2 2022	7
Tyler-Stone Wealth Management	5	2	0.02%	0.04%	0.05%	Q4 2021	Q3 2023	7
LPWM LLC	5	2	0.10%	0.16%	0.28%	Q4 2019	Q1 2022	7
Brouwer & Janachowski, LLC	7	7	0.12%	0.13%	0.14%	Q4 2013	Q2 2015	7
Bell Rock Capital LLC	7	7	0.00%	0.00%	0.00%	Q4 2016	Q2 2018	7
First Command Advisory Services, Inc.	4	1	0.00%	0.00%	0.00%	Q4 2018	Q3 2023	7
Milliman Financial Risk Management LLC	7	7	1.09%	2.39%	2.73%	Q4 2015	Q2 2017	7
New Perspectives, Inc	7	7	0.20%	0.32%	0.84%	Q2 2021	Q4 2022	7
DHK Financial Advisors, Inc.	5	2	1.49%	2.67%	4.08%	Q4 2021	Q3 2023	7
Procyon Advisors, LLC	4	3	0.02%	0.06%	0.13%	Q4 2019	Q3 2023	7
WestHill Financial Advisors, Inc.	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Kerntke Otto McGlone Wealth Management Group	7	7	0.20%	0.33%	0.41%	Q4 2019	Q2 2021	7
Ruggie Capital Group	7	7	0.01%	0.07%	0.13%	Q2 2017	Q4 2018	7
Investment Advisory Group, LLC	5	2	0.13%	0.14%	0.15%	Q4 2021	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.06%	0.12%	0.16%	Q1 2022	Q3 2023	7
Cahill Wealth Management, LLC	7	7	0.38%	0.53%	0.74%	Q1 2022	Q3 2023	7
Great Point Wealth Advisors, LLC	7	7	0.09%	0.12%	0.22%	Q4 2020	Q2 2022	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.06%	0.07%	0.09%	Q1 2022	Q3 2023	7
Glaxis Capital Management, LLC	7	7	0.47%	3.91%	6.22%	Q1 2022	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.18%	0.30%	0.52%	Q1 2022	Q3 2023	7
WNY Asset Management, LLC	5	2	0.04%	0.09%	0.13%	Q2 2021	Q3 2023	7
Wescott Financial Advisory Group, LLC	7	7	0.06%	0.12%	0.18%	Q1 2022	Q3 2023	7
Eagle Bay Advisors LLC	4	3	0.01%	0.03%	0.06%	Q2 2021	Q3 2023	7
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	6	1	0.00%	0.01%	0.03%	Q4 2015	Q3 2017	7
Fi3 FINANCIAL ADVISORS, LLC	7	7	0.22%	0.27%	0.32%	Q1 2021	Q3 2022	7
Horizons Wealth Management	7	7	0.01%	0.02%	0.02%	Q2 2022	Q4 2023	7
Taylor Hoffman Wealth Management	6	1	0.05%	0.07%	0.07%	Q3 2018	Q2 2020	7
Fiduciary Wealth Partners, LLC	7	7	1.80%	2.27%	2.97%	Q4 2015	Q2 2017	7
HOHIMER WEALTH MANAGEMENT, LLC	7	7	0.05%	0.06%	0.06%	Q4 2020	Q2 2022	7
Evolution Advisers, Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
FOUNDERS BANK & TRUST	7	7	4.34%	5.49%	6.28%	Q2 2013	Q4 2014	7
Financial Connections Group, Inc.	7	7	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	7
Willis Johnson & Associates, Inc.	7	7	0.06%	0.06%	0.07%	Q4 2021	Q2 2023	7
Qube Research & Technologies Ltd	3	1	0.00%	0.00%	0.01%	Q4 2019	Q2 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.30%	0.89%	1.28%	Q2 2013	Q4 2014	7
Soltis Investment Advisors LLC	6	1	0.02%	0.03%	0.04%	Q4 2020	Q2 2023	7
CARY STREET PARTNERS ASSET MANAGEMENT LLC	4	1	0.09%	0.18%	0.26%	Q2 2021	Q2 2023	7
ADELL HARRIMAN & CARPENTER INC	7	7	0.16%	0.19%	0.22%	Q2 2017	Q4 2018	7
Placemark Investments, Inc.	7	7	0.06%	0.13%	0.16%	Q2 2013	Q4 2014	7
Heritage Wealth Advisors	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Golden State Equity Partners	6	1	0.34%	0.64%	1.04%	Q4 2020	Q1 2023	7
Deane Retirement Strategies, Inc.	5	1	0.05%	7.87%	13.08%	Q2 2017	Q3 2023	7
Opera Trading Capital	6	1	0.00%	0.01%	0.04%	Q4 2016	Q3 2018	7
Wealthfront Advisers LLC	7	7	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	7
Harfst & Associates, Inc.	7	7	0.05%	1.84%	5.64%	Q1 2017	Q3 2018	7
MEITAV INVESTMENT HOUSE LTD	7	7	0.01%	0.13%	0.41%	Q1 2022	Q3 2023	7
Continuum Advisory, LLC	3	1	0.06%	0.11%	0.20%	Q1 2020	Q3 2023	6
Quad-Cities Investment Group, LLC	6	6	0.01%	0.01%	0.02%	Q2 2018	Q3 2019	6
Friedenthal Financial	6	6	0.32%	0.58%	1.06%	Q2 2020	Q3 2021	6
Bangor Savings Bank	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Argentus Capital Management, LLC	5	1	0.01%	0.05%	0.12%	Q3 2014	Q3 2016	6
New Millennium Group LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
XML Financial, LLC	5	1	0.03%	0.05%	0.07%	Q1 2021	Q3 2022	6
WEALTHFRONT Corp	4	1	0.00%	0.00%	0.01%	Q4 2014	Q2 2018	6
ADVOCATE GROUP LLC	6	6	0.91%	0.99%	1.07%	Q2 2022	Q3 2023	6
Glen Harbor Capital Management LLC	6	6	0.04%	0.05%	0.05%	Q4 2016	Q1 2018	6
AlphaStar Capital Management, LLC	5	1	0.06%	0.18%	0.58%	Q4 2017	Q2 2019	6
Integer Wealth Advisors Group LLC	6	6	0.43%	0.63%	0.69%	Q4 2019	Q1 2021	6
KESTRA PRIVATE WEALTH SERVICES, LLC	6	6	0.01%	0.05%	0.12%	Q2 2022	Q3 2023	6
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	6	6	0.01%	0.02%	0.03%	Q1 2021	Q2 2022	6
Northwest Capital Management Inc	4	2	0.06%	0.53%	0.86%	Q4 2017	Q3 2023	6
Baskin Financial Services Inc.	6	6	0.90%	1.04%	1.14%	Q3 2017	Q4 2018	6
Brio Consultants, LLC	6	6	0.16%	0.23%	0.28%	Q4 2018	Q1 2020	6
Hofer & Associates. Inc	6	6	1.99%	2.13%	2.34%	Q4 2021	Q1 2023	6
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	6	6	0.04%	0.09%	0.12%	Q2 2018	Q3 2019	6
WESTPORT RESOURCES MANAGEMENT INC	6	6	0.01%	0.03%	0.05%	Q2 2015	Q3 2016	6
BBVA USA Bancshares, Inc.	4	1	0.00%	0.14%	0.45%	Q4 2015	Q1 2021	6
McCarthy Asset Management, Inc.	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
Investors Research Corp	6	6	0.02%	0.03%	0.03%	Q2 2022	Q3 2023	6
ZEKE CAPITAL ADVISORS, LLC	3	1	0.05%	0.11%	0.22%	Q1 2016	Q4 2022	6
LCNB CORP	5	1	0.19%	0.21%	0.25%	Q1 2017	Q3 2018	6
UNIONVIEW, LLC	6	6	0.28%	0.33%	0.37%	Q2 2022	Q3 2023	6
InterOcean Capital Group, LLC	6	6	0.05%	0.13%	0.43%	Q2 2022	Q3 2023	6
EVOKE WEALTH, LLC	5	1	0.00%	0.04%	0.24%	Q3 2019	Q3 2022	6
Watershed Asset Management, L.L.C.	4	2	17.57%	23.13%	28.52%	Q4 2021	Q3 2023	6
Schechter Investment Advisors, LLC	5	1	0.02%	0.07%	0.13%	Q1 2022	Q3 2023	6
Rafferty Asset Management, LLC	6	6	0.12%	0.22%	0.33%	Q1 2019	Q2 2020	6
PERSONAL CFO SOLUTIONS, LLC	3	3	0.06%	0.08%	0.09%	Q1 2022	Q3 2023	6
IHT Wealth Management, LLC	4	2	0.00%	0.03%	0.07%	Q2 2017	Q3 2023	6
Inscription Capital, LLC	3	1	0.14%	0.20%	0.46%	Q4 2019	Q4 2021	6
KMS FINANCIAL SERVICES, INC	6	6	0.06%	0.08%	0.10%	Q2 2013	Q3 2014	6
Financial Services Advisory Inc	4	1	0.21%	1.67%	5.26%	Q4 2017	Q4 2021	6
Neuburgh Advisers LLC	6	6	0.05%	0.05%	0.06%	Q4 2016	Q1 2018	6
Capital World Investors	6	6	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	6
UBS AG	6	6	0.08%	0.10%	0.11%	Q2 2013	Q3 2014	6
Banco Santander, S.A.	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
VISTA CAPITAL PARTNERS, INC.	5	1	0.05%	0.05%	0.06%	Q1 2018	Q2 2020	6
Financial Insights, Inc.	5	1	0.12%	0.20%	0.24%	Q4 2018	Q2 2021	6
Strategic Advisors LLC	5	1	0.09%	0.38%	0.87%	Q1 2016	Q4 2018	6
Lenox Wealth Advisors, LLC	5	1	0.00%	0.02%	0.03%	Q4 2017	Q1 2022	6
Congress Wealth Management LLC / DE /	6	6	0.02%	0.10%	0.18%	Q4 2021	Q1 2023	6
CHOREO, LLC	3	1	0.02%	0.03%	0.06%	Q2 2014	Q3 2023	6
SHELTON CAPITAL MANAGEMENT	6	6	0.01%	0.01%	0.03%	Q2 2022	Q3 2023	6
CANTOR FITZGERALD, L. P.	6	6	0.04%	0.04%	0.05%	Q2 2022	Q3 2023	6
Advocacy Wealth Management Services, LLC	3	1	0.00%	0.02%	0.06%	Q2 2013	Q4 2016	6
FIFTH THIRD SECURITIES, INC.	4	1	0.03%	0.29%	1.41%	Q3 2018	Q2 2022	6
Gladstone Institutional Advisory LLC	6	6	0.02%	0.02%	0.04%	Q1 2021	Q2 2022	6
Avantax Planning Partners, Inc.	6	6	0.04%	0.05%	0.06%	Q4 2016	Q1 2018	6
Arkadios Wealth Advisors	4	1	0.00%	0.01%	0.05%	Q4 2019	Q3 2022	6
ENTERPRISE FINANCIAL SERVICES CORP	4	2	0.01%	0.01%	0.04%	Q1 2019	Q3 2021	6
McAdams Wright Ragen, Inc.	6	6	0.02%	0.03%	0.03%	Q2 2013	Q3 2014	6
American Trust	4	2	0.02%	0.02%	0.04%	Q4 2021	Q2 2023	6
Capital Research Global Investors	6	6	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Coston, McIsaac & Partners	6	6	1.48%	1.91%	2.49%	Q2 2022	Q3 2023	6
Signature Financial Management, Inc.	6	6	0.04%	0.07%	0.16%	Q3 2017	Q4 2018	6
Meadow Creek Investment Management LLC	6	6	0.07%	0.07%	0.07%	Q4 2016	Q1 2018	6
Institute for Wealth Management, LLC.	3	1	0.02%	0.46%	0.68%	Q2 2017	Q4 2019	6
1919 Investment Counsel, LLC	6	6	0.00%	0.01%	0.02%	Q2 2013	Q3 2014	6
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	6	6	0.06%	0.35%	0.51%	Q2 2022	Q3 2023	6
Stone Asset Management Inc.	6	6	9.15%	9.96%	11.81%	Q4 2021	Q1 2023	6
Elkfork Partners LLC	6	6	0.07%	0.07%	0.07%	Q4 2016	Q1 2018	6
PHH Investments, Ltd.	6	6	0.11%	0.12%	0.14%	Q3 2017	Q4 2018	6
Lansing Street Advisors	6	6	1.54%	2.28%	3.49%	Q1 2022	Q2 2023	6
Barber Financial Group, Inc.	4	1	0.05%	0.14%	0.21%	Q3 2017	Q4 2019	6
Bordeaux Wealth Advisors LLC	3	3	0.08%	0.16%	0.26%	Q4 2021	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.01%	0.03%	0.04%	Q2 2022	Q3 2023	6
Salomon & Ludwin, LLC	5	1	0.00%	0.03%	0.03%	Q4 2018	Q3 2023	6
Nachman Norwood & Parrott, Inc	6	6	0.32%	0.36%	0.41%	Q1 2020	Q2 2021	6
LEO BROKERAGE, LLC	4	2	0.03%	0.07%	0.10%	Q3 2020	Q2 2023	6
Selective Wealth Management, Inc.	6	6	0.04%	0.09%	0.16%	Q2 2021	Q3 2022	6
Archford Capital Strategies, LLC	5	1	0.01%	0.04%	0.05%	Q4 2015	Q2 2019	6
Aevitas Wealth Management, Inc.	6	6	0.01%	0.02%	0.03%	Q4 2017	Q1 2019	6
FOSTER & MOTLEY INC	5	1	0.02%	0.02%	0.03%	Q1 2019	Q1 2022	6
Mystic Asset Management, Inc.	6	6	0.13%	0.23%	0.29%	Q4 2021	Q1 2023	6
ANDERSON HOAGLAND & CO	6	6	0.06%	0.29%	0.43%	Q2 2022	Q3 2023	6
Berger Financial Group, Inc	5	5	0.04%	0.04%	0.05%	Q4 2020	Q4 2021	5
Phraction Management LLC	4	1	0.12%	0.21%	0.25%	Q1 2022	Q3 2023	5
BARNES PETTEY FINANCIAL ADVISORS, LLC	5	5	0.49%	0.51%	0.54%	Q3 2022	Q3 2023	5
Guardian Wealth Management, Inc.	5	5	0.01%	0.02%	0.03%	Q3 2022	Q3 2023	5
Colonial Trust Co / SC	5	5	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	5
Smallwood Wealth Investment Management, LLC	5	5	0.35%	0.41%	0.47%	Q3 2022	Q3 2023	5
Safeguard Financial, LLC	4	1	0.12%	0.18%	0.34%	Q2 2022	Q3 2023	5
MAYPORT, LLC	3	2	0.11%	0.14%	0.18%	Q4 2021	Q3 2023	5
NorthLanding Financial Partners, LLC	5	5	0.22%	0.33%	0.46%	Q3 2022	Q3 2023	5
D L CARLSON INVESTMENT GROUP INC	3	2	0.07%	0.08%	0.08%	Q4 2013	Q2 2015	5
Beirne Wealth Consulting Services, LLC	5	5	0.21%	0.67%	0.82%	Q4 2018	Q4 2019	5
Cable Hill Partners, LLC	4	1	0.00%	0.03%	0.07%	Q4 2014	Q4 2017	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.06%	0.76%	1.57%	Q4 2016	Q4 2017	5
MOSELEY INVESTMENT MANAGEMENT INC	4	1	0.19%	0.34%	0.39%	Q1 2019	Q2 2020	5
WILMINGTON TRUST CO	5	5	0.12%	0.12%	0.12%	Q2 2013	Q2 2014	5
ADVISORY RESEARCH INC	5	5	0.02%	0.03%	0.06%	Q1 2020	Q1 2021	5
Lumina Fund Management LLC	5	5	1.01%	1.66%	2.40%	Q2 2013	Q2 2014	5
Providence Capital Advisors, LLC	3	1	0.00%	0.04%	0.09%	Q2 2018	Q4 2020	5
Vigilare Wealth Management	4	1	0.15%	0.23%	0.42%	Q4 2019	Q4 2021	5
ASHFORD CAPITAL MANAGEMENT INC	5	5	0.02%	0.10%	0.19%	Q4 2020	Q4 2021	5
KCM INVESTMENT ADVISORS LLC	2	1	0.02%	0.02%	0.02%	Q2 2014	Q4 2019	5
Centerpoint Advisors, LLC	5	5	0.00%	0.01%	0.01%	Q4 2021	Q4 2022	5
Gupta Wealth Management LLC	5	5	0.03%	0.06%	0.14%	Q1 2015	Q1 2016	5
BARRETT & COMPANY, INC.	5	5	2.02%	2.13%	2.22%	Q3 2022	Q3 2023	5
FRANKLIN STREET ADVISORS INC /NC	5	5	0.03%	0.03%	0.04%	Q2 2017	Q2 2018	5
JUNCTURE WEALTH STRATEGIES, LLC	5	5	0.18%	3.65%	5.28%	Q3 2017	Q3 2018	5
Cambria Investment Management, L.P.	3	2	0.03%	0.16%	0.29%	Q1 2015	Q1 2017	5
Maple Capital Management, Inc.	3	1	0.02%	0.05%	0.06%	Q3 2017	Q4 2021	5
MACRO Consulting Group	5	5	0.19%	0.20%	0.22%	Q4 2018	Q4 2019	5
Lee Financial Group Hawaii, Inc.	5	5	0.74%	5.52%	7.26%	Q4 2020	Q4 2021	5
Board of Trustees of The Leland Stanford Junior University	5	5	0.28%	0.68%	1.00%	Q1 2019	Q1 2020	5
MONARCH CAPITAL MANAGEMENT INC/	5	5	0.08%	0.12%	0.14%	Q4 2018	Q4 2019	5
FRONTIER INVESTMENT MGMT CO	3	2	0.02%	0.04%	0.06%	Q2 2014	Q3 2017	5
Partnervest Advisory Services LLC	5	5	0.00%	0.03%	0.05%	Q2 2013	Q2 2014	5
MILLIE CAPITAL MANAGEMENT, LLC	5	5	0.45%	3.64%	6.18%	Q4 2016	Q4 2017	5
Hoover Financial Advisors, Inc.	5	5	0.03%	0.04%	0.06%	Q2 2020	Q2 2021	5
Ridgewood Investments LLC	3	2	0.02%	0.10%	0.16%	Q2 2019	Q2 2023	5
CALTON & ASSOCIATES, INC.	5	5	0.60%	0.68%	0.73%	Q4 2017	Q4 2018	5
Clear Perspective Advisors, LLC	5	5	0.03%	0.04%	0.04%	Q2 2017	Q2 2018	5
ADVANCE CAPITAL I INC	5	5	0.43%	1.20%	1.59%	Q2 2015	Q2 2016	5
MEEDER ASSET MANAGEMENT INC	5	5	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	5
Golden State Wealth Management, LLC	3	1	0.04%	0.04%	0.04%	Q1 2019	Q3 2020	5
EMERSON INVESTMENT MANAGEMENT, LLC	3	2	0.04%	0.54%	1.54%	Q1 2014	Q1 2016	5
Weaver Consulting Group	4	1	0.00%	0.02%	0.02%	Q1 2019	Q3 2020	5
First Bancorp, Inc /ME/	4	1	0.21%	0.24%	0.26%	Q1 2021	Q2 2022	5
Riggs Asset Managment Co. Inc.	4	1	0.00%	0.05%	0.08%	Q2 2017	Q3 2023	5
North Star Investment Management Corp.	5	5	0.00%	0.00%	0.00%	Q2 2017	Q2 2018	5
CHILTON CAPITAL MANAGEMENT LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	5
Van Hulzen Asset Management, LLC	3	2	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	5
Pavion Blue Capital, LLC	4	1	0.14%	0.14%	0.14%	Q2 2022	Q3 2023	5
HOLLENCREST CAPITAL MANAGEMENT	5	5	0.03%	0.25%	1.11%	Q4 2013	Q4 2014	5
Paragon Advisors, LLC	3	2	0.14%	1.10%	3.29%	Q1 2022	Q3 2023	5
FORBES J M & CO LLP	5	5	1.40%	1.44%	1.47%	Q4 2018	Q4 2019	5
Wilmington Trust, National Association	5	5	0.16%	0.19%	0.22%	Q2 2013	Q2 2014	5
DOHJ, LLC	3	2	0.24%	0.40%	0.72%	Q1 2021	Q3 2023	5
Hirtle Callaghan & Co LLC	4	1	0.01%	0.03%	0.08%	Q4 2013	Q3 2017	5
Edge Advisors, LLC	5	5	0.01%	0.01%	0.01%	Q2 2017	Q2 2018	5
ATALANTA SOSNOFF CAPITAL, LLC	5	5	0.01%	0.01%	0.01%	Q2 2018	Q2 2019	5
Geneva Partners, LLC	5	5	0.66%	2.13%	3.98%	Q3 2017	Q3 2018	5
Horan Capital Advisors, LLC.	2	1	0.00%	0.01%	0.03%	Q3 2017	Q3 2020	5
Stanford Investment Group, Inc.	5	5	0.00%	0.01%	0.02%	Q4 2015	Q4 2016	5
Livingston Group Asset Management CO (operating as Southport Capital Management)	5	5	0.46%	0.57%	0.66%	Q1 2021	Q1 2022	5
TEXAS CAPITAL BANCSHARES INC/TX	4	1	0.13%	0.14%	0.16%	Q2 2022	Q3 2023	5
BERRY GROUP, LLC	5	5	3.19%	3.45%	3.77%	Q4 2019	Q4 2020	5
FIRST HORIZON CORP	4	1	0.05%	0.19%	0.71%	Q2 2013	Q2 2021	5
MFA WEALTH ADVISORS, LLC	3	2	0.06%	2.49%	4.46%	Q1 2021	Q2 2022	5
Archer Investment Corp	5	5	0.29%	0.34%	0.38%	Q3 2022	Q3 2023	5
PITCAIRN CO	4	1	0.02%	0.04%	0.06%	Q4 2021	Q3 2023	5
Sowa Financial Group, Inc.	5	5	0.01%	0.02%	0.04%	Q4 2019	Q4 2020	5
Flower City Capital	5	5	19.20%	23.58%	25.90%	Q3 2022	Q3 2023	5
Alaska Permanent Capital Management	4	1	0.00%	0.01%	0.02%	Q3 2014	Q2 2019	5
Intelligence Driven Advisers, LLC	5	5	0.04%	0.04%	0.05%	Q3 2022	Q3 2023	5
HALL LAURIE J TRUSTEE	5	5	0.14%	0.15%	0.16%	Q3 2022	Q3 2023	5
Vigilant Capital Management, LLC	2	1	0.00%	0.01%	0.04%	Q2 2016	Q2 2023	5
Tennessee Valley Asset Management Partners	5	5	0.56%	0.60%	0.65%	Q3 2022	Q3 2023	5
Iron Horse Wealth Management, LLC	5	5	0.01%	0.02%	0.02%	Q2 2021	Q2 2022	5
MPS Loria Financial Planners, LLC	4	1	0.02%	0.02%	0.03%	Q2 2017	Q1 2021	5
Clear Perspectives Financial Planning, LLC	5	5	0.00%	0.00%	0.01%	Q4 2020	Q4 2021	5
TIFF ADVISORY SERVICES, LLC	3	2	2.05%	8.92%	14.57%	Q2 2013	Q4 2014	5
True Link Financial Advisors, LLC	5	5	0.00%	0.01%	0.01%	Q4 2020	Q4 2021	5
Coppell Advisory Solutions LLC	4	1	0.20%	1.50%	5.16%	Q4 2020	Q3 2023	5
Better Money Decisions, LLC	4	1	0.05%	0.28%	0.38%	Q1 2021	Q2 2022	5
Compass Financial Group, INC/SD	5	5	0.18%	0.25%	0.30%	Q4 2022	Q4 2023	5
Pinnacle Wealth Management Group, Inc.	5	5	1.72%	1.83%	1.98%	Q2 2021	Q2 2022	5
ARS Wealth Advisors Group, LLC	5	5	0.20%	3.64%	5.16%	Q3 2021	Q3 2022	5
Strategic Asset Management, LLC	5	5	0.06%	0.06%	0.06%	Q3 2021	Q3 2022	5
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	5	5	0.06%	0.07%	0.08%	Q4 2018	Q4 2019	5
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5	5	0.54%	0.75%	0.94%	Q2 2020	Q2 2021	5
CoreCap Advisors, LLC	5	5	0.02%	0.03%	0.03%	Q4 2021	Q4 2022	5
Next Capital Management LLC	4	4	0.05%	0.06%	0.06%	Q4 2018	Q3 2019	4
PATTEN & PATTEN INC/TN	4	4	0.05%	0.15%	0.23%	Q2 2013	Q1 2014	4
Haverford Trust Co	3	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2019	4
VisionPoint Advisory Group, LLC	4	4	0.12%	0.18%	0.23%	Q4 2018	Q3 2019	4
MRA Associates USA LLC	4	4	0.21%	0.55%	0.82%	Q4 2018	Q3 2019	4
CALDWELL SUTTER CAPITAL, INC.	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
MOTCO	4	4	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	4
Werba Rubin Papier Wealth Management	4	4	0.33%	0.34%	0.36%	Q4 2022	Q3 2023	4
Trexquant Investment LP	1	1	0.01%	0.03%	0.07%	Q2 2020	Q4 2022	4
Trevian Wealth Management LLC	3	1	1.23%	2.12%	2.94%	Q3 2022	Q3 2023	4
Dragon Financial & Investment Group, LLC	4	4	0.46%	4.56%	8.64%	Q4 2017	Q3 2018	4
KING LUTHER CAPITAL MANAGEMENT CORP	4	4	0.00%	0.01%	0.01%	Q4 2020	Q3 2021	4
Financial Alternatives, Inc	4	4	1.14%	1.21%	1.29%	Q4 2022	Q3 2023	4
Wealthstreet Investment Advisors, LLC	3	1	0.03%	0.03%	0.04%	Q1 2018	Q1 2019	4
RETIREMENT INCOME SOLUTIONS, INC	4	4	0.08%	0.08%	0.09%	Q4 2021	Q3 2022	4
CANADA PENSION PLAN INVESTMENT BOARD	3	1	0.00%	0.09%	0.12%	Q4 2019	Q4 2021	4
COLLECTIVE FAMILY OFFICE LLC	4	4	0.22%	0.27%	0.32%	Q4 2022	Q3 2023	4
Lakewood Asset Management LLC	4	4	0.49%	0.53%	0.56%	Q4 2022	Q3 2023	4
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
REBALANCE, LLC	4	4	0.07%	0.07%	0.07%	Q4 2022	Q3 2023	4
Crewe Advisors LLC	3	1	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	4
CIC Wealth, LLC	4	4	0.32%	0.33%	0.34%	Q4 2022	Q3 2023	4
CITY NATIONAL BANK	4	4	0.00%	0.00%	0.00%	Q4 2014	Q3 2015	4
INNOVIS ASSET MANAGEMENT LLC	4	4	0.15%	0.16%	0.17%	Q4 2022	Q3 2023	4
LMG Wealth Partners, LLC	4	4	0.10%	0.11%	0.12%	Q4 2022	Q3 2023	4
Parker Financial LLC	4	4	1.04%	1.29%	1.44%	Q4 2022	Q3 2023	4
Perfromance Wealth Partners, LLC	4	4	0.05%	0.13%	0.19%	Q4 2022	Q3 2023	4
JCIC Asset Management Inc.	4	4	0.01%	0.01%	0.01%	Q3 2014	Q2 2015	4
First Command Financial Services, Inc.	3	1	0.00%	0.01%	0.01%	Q4 2018	Q3 2021	4
Foresight Wealth Management, LLC	4	4	0.26%	0.41%	0.66%	Q4 2018	Q3 2019	4
Financial Freedom, LLC	4	4	0.00%	0.03%	0.04%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	0.33%	0.49%	0.59%	Q4 2022	Q3 2023	4
JGP Wealth Management, LLC	4	4	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	4
Facet Wealth, Inc.	4	4	0.16%	0.20%	0.22%	Q4 2022	Q3 2023	4
QUARRY HILL ADVISORS, LLC	4	4	0.24%	0.30%	0.32%	Q4 2022	Q3 2023	4
Moran Wealth Management, LLC	4	4	0.07%	0.08%	0.08%	Q4 2022	Q3 2023	4
Bill Few Associates, Inc.	4	4	0.22%	0.24%	0.26%	Q4 2022	Q3 2023	4
COURIER CAPITAL LLC	4	4	0.08%	0.08%	0.08%	Q2 2020	Q1 2021	4
TOWNSQUARE CAPITAL LLC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
Owen LaRue, LLC	4	4	0.79%	1.57%	1.90%	Q4 2022	Q3 2023	4
Sterling Group Wealth Management, LLC	4	4	0.52%	0.59%	0.63%	Q4 2022	Q3 2023	4
Independence Advisors, LLC	4	4	0.01%	0.01%	0.02%	Q4 2019	Q3 2020	4
Front Row Advisors LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Wagner Wealth Management, LLC	4	4	0.06%	0.07%	0.08%	Q4 2017	Q3 2018	4
Sanctuary Wealth Management, L.L.C.	2	1	0.02%	0.02%	0.02%	Q1 2010	Q3 2023	4
Capital Bank & Trust Co	2	2	0.00%	0.00%	0.01%	Q3 2019	Q2 2021	4
Vivaldi Capital Management LP	4	4	0.14%	0.16%	0.18%	Q4 2022	Q3 2023	4
MOGY JOEL R INVESTMENT COUNSEL INC	4	4	0.06%	0.06%	0.07%	Q2 2013	Q1 2014	4
Talisman Wealth Advisors LLC	4	4	0.52%	0.58%	0.67%	Q4 2022	Q3 2023	4
Huntington Steele LLC	4	4	0.12%	0.13%	0.14%	Q2 2017	Q1 2018	4
Evergreen Wealth Management, LLC	4	4	0.66%	0.75%	0.82%	Q4 2022	Q3 2023	4
Elm Partners Management LLC	4	4	0.30%	0.31%	0.32%	Q4 2022	Q3 2023	4
Financial Partners Group, LLC	4	4	0.16%	0.17%	0.19%	Q4 2022	Q3 2023	4
Alaethes Wealth LLC	4	4	0.04%	0.04%	0.05%	Q2 2021	Q1 2022	4
Ashford Advisors, LLC	4	4	0.09%	0.10%	0.12%	Q4 2021	Q3 2022	4
Walkner Condon Financial Advisors LLC	3	1	0.06%	0.09%	0.11%	Q1 2021	Q1 2022	4
Family Management Corp	2	1	0.02%	0.14%	0.35%	Q2 2017	Q3 2019	4
Goelzer Investment Management, Inc.	4	4	0.02%	0.02%	0.03%	Q4 2022	Q3 2023	4
AVALON CAPITAL MANAGEMENT	2	1	0.14%	0.85%	1.53%	Q2 2013	Q3 2023	4
Tevis Investment Management	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
Retirement Group, LLC	2	1	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	4
Fee-Only Financial Planning, L.C.	4	4	4.21%	4.33%	4.43%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.37%	0.43%	0.51%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
BCR Wealth Strategies, LLC	4	4	0.08%	0.09%	0.10%	Q4 2021	Q3 2022	4
Presidio Capital Management, LLC	4	4	1.85%	1.87%	1.89%	Q4 2022	Q3 2023	4
Cardinal Point Wealth Management LLC	4	4	5.64%	6.13%	6.50%	Q4 2020	Q3 2021	4
TUCKER ASSET MANAGEMENT LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Fisher Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	4
ESG Planning	4	4	0.45%	0.64%	0.77%	Q1 2022	Q4 2022	4
STONEBRIDGE CAPITAL MANAGEMENT INC	4	4	0.09%	0.13%	0.24%	Q1 2019	Q4 2019	4
WealthPlan Investment Management, LLC	3	1	0.01%	0.04%	0.05%	Q1 2022	Q1 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	0.07%	0.08%	0.09%	Q4 2022	Q3 2023	4
LAM GROUP, INC.	4	4	6.30%	6.49%	6.77%	Q4 2022	Q3 2023	4
Resurgent Financial Advisors LLC	4	4	0.03%	0.04%	0.04%	Q4 2022	Q3 2023	4
Allegiance Financial Group Advisory Services LLC	4	4	3.18%	3.98%	4.99%	Q4 2022	Q3 2023	4
Capasso Planning Partners LLC	4	4	0.21%	0.22%	0.22%	Q4 2022	Q3 2023	4
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	4	4	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	4
ECLECTIC ASSOCIATES INC /ADV	4	4	0.38%	0.41%	0.42%	Q4 2022	Q3 2023	4
Intelligent Financial Strategies	4	4	0.06%	0.07%	0.07%	Q4 2022	Q3 2023	4
State of Wyoming	4	4	6.35%	15.83%	19.67%	Q3 2022	Q2 2023	4
CASCADE INVESTMENT GROUP, INC.	4	4	0.44%	0.46%	0.47%	Q4 2022	Q3 2023	4
EisnerAmper Wealth Management Corporate Benefits, LLC	4	4	0.14%	0.17%	0.18%	Q4 2014	Q3 2015	4
FinTrust Capital Advisors, LLC	4	4	0.02%	0.02%	0.03%	Q2 2020	Q1 2021	4
Schoolcraft Capital LLC	3	1	0.14%	0.15%	0.17%	Q1 2019	Q1 2020	4
Phillips Wealth Planners LLC	4	4	1.72%	1.91%	2.25%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	0.58%	0.66%	0.72%	Q4 2021	Q3 2022	4
RPg Family Wealth Advisory, LLC	4	4	0.01%	0.04%	0.09%	Q1 2018	Q4 2018	4
Aspire Private Capital, LLC	4	4	0.00%	0.01%	0.02%	Q4 2018	Q3 2019	4
HF Advisory Group, LLC	4	4	0.22%	0.31%	0.53%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	4
Fulcrum Equity Management	2	1	0.12%	0.47%	0.97%	Q4 2019	Q1 2021	4
Jackson Wealth Management, LLC	4	4	0.69%	0.73%	0.76%	Q2 2017	Q1 2018	4
Elite Wealth Management, Inc.	3	1	0.04%	0.54%	2.04%	Q3 2013	Q3 2015	4
Standpoint Asset Management, LLC	4	4	9.06%	9.15%	9.24%	Q4 2022	Q3 2023	4
Arista Wealth Management, LLC	4	4	0.33%	0.63%	0.93%	Q4 2022	Q3 2023	4
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	3	1	0.00%	0.09%	0.15%	Q3 2018	Q1 2022	4
AGF MANAGEMENT LTD	4	4	0.16%	0.17%	0.18%	Q4 2022	Q3 2023	4
PERSONAL FINANCIAL CONSULTANTS INC /ADV	4	4	13.55%	14.64%	15.52%	Q3 2018	Q2 2019	4
Personal Wealth Partners	3	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2021	4
ACCURATE INVESTMENT SOLUTIONS, INC.	4	4	0.00%	0.00%	0.00%	Q3 2017	Q2 2018	4
SILVER OAK SECURITIES, INCORPORATED	2	2	0.17%	0.21%	0.26%	Q1 2022	Q1 2023	4
Resource Planning Group	4	4	0.19%	0.20%	0.22%	Q1 2019	Q4 2019	4
SUSQUEHANNA TRUST & INVESTMENT CO	4	4	0.07%	0.08%	0.08%	Q3 2014	Q2 2015	4
First Command Bank	4	4	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	4
CULBERTSON A N & CO INC	4	4	0.04%	0.04%	0.04%	Q1 2021	Q4 2021	4
MYECFO, LLC	4	4	0.85%	1.06%	1.26%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.24%	0.28%	0.35%	Q4 2022	Q3 2023	4
Trek Financial, LLC	4	4	0.32%	0.46%	0.72%	Q4 2018	Q3 2019	4
DUBUQUE BANK & TRUST CO	2	2	0.00%	0.00%	0.00%	Q1 2018	Q1 2019	4
CHARTER RESEARCH & INVESTMENT GROUP, INC.	4	4	0.16%	0.17%	0.18%	Q1 2021	Q4 2021	4
Bell Bank	3	1	0.03%	4.36%	9.49%	Q3 2017	Q2 2023	4
Global Financial Private Capital, Inc	3	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2019	4
Forza Wealth Management, LLC	4	4	0.30%	0.33%	0.39%	Q4 2022	Q3 2023	4
PETREDIS INVESTMENT ADVISORS LLC	4	4	0.12%	0.13%	0.15%	Q4 2022	Q3 2023	4
Sound Financial Strategies Group, LLC	4	4	0.14%	0.26%	0.40%	Q2 2021	Q1 2022	4
VANCE WEALTH, INC.	4	4	0.14%	0.21%	0.31%	Q4 2022	Q3 2023	4
1 NORTH WEALTH SERVICES LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q4 2019	4
COMMERZBANK AKTIENGESELLSCHAFT /FI	4	4	0.00%	0.11%	0.24%	Q2 2019	Q1 2020	4
PHILADELPHIA TRUST CO	4	4	0.09%	0.11%	0.17%	Q4 2017	Q3 2018	4
Scissortail Wealth Management, LLC	4	4	4.13%	5.07%	5.90%	Q4 2021	Q3 2022	4
3Chopt Investment Partners, LLC	4	4	0.18%	0.63%	1.10%	Q4 2022	Q3 2023	4
Vista Private Wealth Partners. LLC	4	4	0.11%	0.12%	0.14%	Q4 2022	Q3 2023	4
STRATEGIC CAPITAL ADVISERS, INC.	4	4	0.18%	0.21%	0.24%	Q4 2017	Q3 2018	4
Beaumont Financial Advisors, LLC	4	4	0.09%	0.10%	0.10%	Q4 2022	Q3 2023	4
Paracle Advisors, LLC	4	4	0.08%	0.09%	0.10%	Q1 2020	Q4 2020	4
CWA Asset Management Group, LLC	3	1	0.03%	0.08%	0.13%	Q1 2018	Q2 2022	4
ALESCO ADVISORS LLC	4	4	0.03%	0.03%	0.03%	Q2 2013	Q1 2014	4
JOYN Advisors, Inc.	4	4	0.02%	0.03%	0.03%	Q1 2018	Q4 2018	4
SELZ CAPITAL LLC	4	4	0.28%	0.36%	0.47%	Q1 2018	Q4 2018	4
Calamos Wealth Management LLC	4	4	0.03%	0.03%	0.03%	Q1 2017	Q4 2017	4
DEERE & CO	4	4	2.53%	2.65%	2.81%	Q4 2015	Q3 2016	4
Laurel Wealth Planning LLC	4	4	0.01%	0.01%	0.03%	Q1 2022	Q4 2022	4
Financial Engines Advisors L.L.C.	3	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2018	4
Cardinal Point Capital Management ULC	4	4	7.29%	8.38%	8.93%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.74%	0.77%	0.79%	Q4 2022	Q3 2023	4
Pioneer Wealth Management Group	4	4	0.39%	0.42%	0.44%	Q4 2022	Q3 2023	4
ARGENT TRUST COMPANY, N.A.	4	4	0.15%	0.16%	0.16%	Q2 2014	Q1 2015	4
Darwin Wealth Management, LLC	4	4	0.02%	1.10%	1.48%	Q2 2019	Q1 2020	4
Cardinal Point Wealth Management Partners, LLC	4	4	6.72%	8.35%	9.45%	Q4 2021	Q3 2022	4
CHAPIN DAVIS, INC.	4	4	0.50%	0.52%	0.55%	Q4 2022	Q3 2023	4
Windsor Capital Management, LLC	3	1	0.01%	0.01%	0.01%	Q2 2013	Q3 2015	4
Peak Capital Management LLC	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
GYL FINANCIAL SYNERGIES, LLC	3	3	0.21%	0.23%	0.25%	Q1 2023	Q3 2023	3
WESTWOOD HOLDINGS GROUP INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Nalls Sherbakoff Group, LLC	3	3	0.18%	0.20%	0.20%	Q1 2023	Q3 2023	3
BIP Wealth, LLC	3	3	2.22%	2.42%	2.71%	Q1 2023	Q3 2023	3
Argent Wealth Management LLC	3	3	0.04%	0.06%	0.09%	Q4 2019	Q2 2020	3
TRIAD FINANCIAL ADVISORS, INC.	3	3	0.15%	0.20%	0.24%	Q1 2023	Q3 2023	3
Planning Solutions Group LLC	3	3	3.17%	3.38%	3.61%	Q4 2018	Q2 2019	3
Kraft, Davis & Associates, LLC	2	1	1.82%	1.88%	1.98%	Q4 2022	Q3 2023	3
FORTEM FINANCIAL GROUP, LLC	2	1	0.02%	0.19%	0.30%	Q2 2019	Q4 2020	3
WHITENER CAPITAL MANAGEMENT, INC.	2	1	0.01%	0.01%	0.01%	Q4 2017	Q3 2018	3
BRANDYWINE OAK PRIVATE WEALTH LLC	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
Lloyd Advisory Services, LLC.	3	3	0.00%	0.00%	0.01%	Q4 2019	Q2 2020	3
Glass Jacobson Investment Advisors llc	2	1	0.10%	0.10%	0.10%	Q4 2022	Q3 2023	3
Winch Advisory Services, LLC	2	1	0.00%	0.23%	0.68%	Q2 2015	Q4 2017	3
Capital Advisory Group Advisory Services, LLC	2	1	0.01%	0.23%	0.68%	Q1 2018	Q1 2020	3
Summit Rock Advisors, LP	3	3	38.95%	45.57%	51.78%	Q1 2023	Q3 2023	3
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	3	3	0.04%	0.04%	0.05%	Q4 2022	Q2 2023	3
Willow Creek Wealth Management Inc.	3	3	0.17%	0.18%	0.19%	Q2 2019	Q4 2019	3
TCG Advisors, LP	2	1	0.03%	0.07%	0.15%	Q1 2019	Q4 2019	3
PRW Wealth Management LLC	1	1	0.74%	2.34%	3.22%	Q2 2021	Q3 2023	3
East Coast Asset Management, LLC.	3	3	0.01%	0.01%	0.01%	Q4 2012	Q2 2013	3
3EDGE Asset Management, LP	3	3	0.06%	0.06%	0.07%	Q4 2022	Q2 2023	3
Quantinno Capital Management LP	2	1	0.06%	0.10%	0.16%	Q2 2022	Q3 2023	3
Cascade Investment Advisors, Inc.	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
Dougherty Wealth Advisers LLC	3	3	0.01%	0.01%	0.01%	Q4 2018	Q2 2019	3
Gibson Wealth Advisors LLC	3	3	1.48%	1.68%	1.94%	Q2 2022	Q4 2022	3
Essex Savings Bank	3	3	0.01%	0.01%	0.03%	Q4 2018	Q2 2019	3
Vectors Research Management, LLC	2	1	0.01%	0.02%	0.02%	Q3 2018	Q4 2019	3
GLENMEDE TRUST CO NA	2	1	0.16%	0.24%	0.31%	Q2 2013	Q1 2014	3
Madison Scottsdale, LC	3	3	2.76%	3.03%	3.36%	Q2 2013	Q4 2013	3
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
BAR HARBOR WEALTH MANAGEMENT	3	3	0.04%	0.05%	0.05%	Q4 2014	Q2 2015	3
Narwhal Capital Management	3	3	0.16%	0.17%	0.18%	Q3 2019	Q1 2020	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	1	0.00%	0.01%	0.01%	Q4 2020	Q1 2023	3
TOEWS CORP /ADV	3	3	0.15%	0.20%	0.23%	Q4 2016	Q2 2017	3
First Bank & Trust	3	3	0.05%	0.05%	0.06%	Q1 2023	Q3 2023	3
IAMS WEALTH MANAGEMENT, LLC	2	1	0.61%	0.69%	0.76%	Q4 2022	Q3 2023	3
BIVIN & ASSOCIATES, INC.	3	3	7.00%	7.54%	7.92%	Q4 2021	Q2 2022	3
Advisor Resource Council	1	1	0.34%	0.42%	0.47%	Q2 2021	Q2 2022	3
Pathway Financial Advisors LLC	3	3	0.01%	0.01%	0.01%	Q4 2017	Q2 2018	3
Cornerstone Planning Group LLC	2	1	0.04%	0.06%	0.07%	Q4 2022	Q3 2023	3
Overbrook Management Corp	3	3	0.05%	0.09%	0.17%	Q4 2021	Q2 2022	3
WIPFLI FINANCIAL ADVISORS LLC,	3	3	0.05%	0.06%	0.06%	Q1 2022	Q3 2022	3
Janney Capital Management LLC	2	1	0.02%	0.65%	1.50%	Q2 2016	Q4 2022	3
Lutz Financial Services LLC	2	1	0.17%	0.22%	0.25%	Q3 2018	Q2 2022	3
Genesis Wealth Advisors, LLC	3	3	0.04%	0.04%	0.04%	Q4 2014	Q2 2015	3
Stockman Wealth Management, Inc.	3	3	0.06%	0.06%	0.06%	Q1 2023	Q3 2023	3
Cardan Capital Partners, LLC	3	3	1.12%	1.18%	1.21%	Q2 2017	Q4 2017	3
C M BIDWELL & ASSOCIATES LTD	3	3	0.01%	0.04%	0.09%	Q4 2017	Q2 2018	3
GPS Wealth Strategies Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Journey Advisory Group, LLC	3	3	0.31%	0.34%	0.38%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.07%	0.07%	0.07%	Q1 2023	Q3 2023	3
SteelBridge Private Wealth Advisors LLC	3	3	0.80%	0.82%	0.82%	Q4 2016	Q2 2017	3
Harborview Advisors, LLC	3	3	0.20%	0.21%	0.22%	Q1 2021	Q3 2021	3
Legacy Financial Advisors, Inc.	3	3	0.00%	0.00%	0.01%	Q4 2017	Q2 2018	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.09%	0.09%	0.09%	Q1 2023	Q3 2023	3
ACG Wealth	2	1	0.01%	0.02%	0.04%	Q3 2017	Q2 2022	3
Noble Family Wealth, LLC	3	3	0.18%	0.19%	0.19%	Q1 2023	Q3 2023	3
PRUDENTIAL PLC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
O'Connor Financial Group LLC	3	3	0.52%	0.55%	0.57%	Q1 2023	Q3 2023	3
Security National Bank	3	3	0.06%	0.06%	0.07%	Q3 2021	Q1 2022	3
Acorn Wealth Advisors, LLC	3	3	0.03%	0.03%	0.03%	Q4 2017	Q2 2018	3
Mach-1 Financial Group, LLC	2	1	0.09%	0.17%	0.31%	Q2 2022	Q1 2023	3
Novak Financial Planning, LLC	3	3	0.34%	0.36%	0.39%	Q4 2020	Q2 2021	3
PETRA FINANCIAL ADVISORS INC	2	1	0.26%	0.29%	0.33%	Q4 2022	Q3 2023	3
10-15 ASSOCIATES, INC.	3	3	0.20%	0.21%	0.22%	Q2 2015	Q4 2015	3
COMERICA SECURITIES INC	2	1	0.04%	0.09%	0.12%	Q3 2015	Q4 2018	3
Oak Grove Capital LLC	3	3	0.03%	0.07%	0.13%	Q1 2018	Q3 2018	3
ARS Wealth Advisors, LLC	3	3	3.64%	4.68%	5.42%	Q4 2020	Q2 2021	3
Rye Brook Capital LLC	3	3	10.66%	12.72%	14.50%	Q4 2020	Q2 2021	3
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	3	3	7.02%	7.82%	8.47%	Q2 2013	Q4 2013	3
State of Wisconsin - Board of Commissioners of Public Lands	3	3	6.94%	7.53%	8.54%	Q1 2023	Q3 2023	3
Gateway Wealth Partners, LLC	3	3	0.04%	0.05%	0.06%	Q1 2023	Q3 2023	3
Ciovacco Capital Management LLC	3	3	3.38%	4.15%	5.39%	Q1 2023	Q3 2023	3
Radnor Capital Management, LLC	2	1	0.05%	0.05%	0.06%	Q4 2021	Q4 2022	3
Strategic Investment Solutions, Inc. /IL	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	2	1	0.00%	0.01%	0.04%	Q3 2014	Q3 2015	3
BlackRock Institutional Trust Company, N.A.	2	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	3
TOWER TRUST Co	3	3	2.36%	2.64%	2.88%	Q2 2013	Q4 2013	3
VOLORIDGE INVESTMENT MANAGEMENT, LLC	2	1	0.01%	0.15%	0.37%	Q4 2018	Q1 2020	3
Invesco Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	3
FSM Wealth Advisors, LLC	3	3	0.11%	0.12%	0.12%	Q1 2023	Q3 2023	3
MOSAIC FAMILY WEALTH PARTNERS, LLC	3	3	0.04%	0.04%	0.05%	Q1 2023	Q3 2023	3
NewEdge Wealth, LLC	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
ICA Group Wealth Management, LLC	3	3	0.00%	0.01%	0.01%	Q4 2022	Q2 2023	3
BRINKER CAPITAL INC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2019	3
Strategic Financial Concepts, LLC	3	3	0.59%	0.77%	0.93%	Q1 2023	Q3 2023	3
Sageworth Trust Co of South Dakota	3	3	0.51%	0.56%	0.61%	Q4 2022	Q2 2023	3
WealthStone, Inc.	3	3	0.18%	0.20%	0.21%	Q2 2019	Q4 2019	3
Francis Financial, Inc.	2	1	0.14%	0.21%	0.24%	Q2 2022	Q1 2023	3
Worth Asset Management, LLC	2	1	0.02%	0.64%	0.95%	Q1 2022	Q2 2023	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2023	3
Aris Wealth Services, Inc.	3	3	0.14%	0.15%	0.17%	Q1 2015	Q3 2015	3
Savior LLC	3	3	0.02%	0.03%	0.04%	Q4 2019	Q2 2020	3
AlphaMark Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q2 2016	Q4 2016	3
Sierra Capital LLC	3	3	0.05%	0.07%	0.11%	Q1 2023	Q3 2023	3
SIMPLEX TRADING, LLC	3	3	0.00%	0.00%	0.00%	Q1 2022	Q3 2022	3
MATRIX PRIVATE CAPITAL GROUP LLC	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
American Money Management, LLC	3	3	0.08%	0.08%	0.08%	Q4 2021	Q2 2022	3
Constellation Wealth Advisors, LLC	2	1	0.03%	0.08%	0.16%	Q4 2013	Q3 2015	3
Beacon Harbor Wealth Advisors, Inc.	3	3	0.08%	0.08%	0.08%	Q1 2023	Q3 2023	3
BANQUE PICTET & CIE SA	1	1	0.01%	0.03%	0.07%	Q2 2019	Q4 2022	3
Brookstone Capital Management	2	1	0.01%	0.42%	0.64%	Q2 2015	Q3 2017	3
Weatherstone Capital Management	3	3	0.53%	0.55%	0.56%	Q1 2018	Q3 2018	3
OneAscent Financial Services LLC	2	1	0.12%	0.26%	0.49%	Q4 2022	Q3 2023	3
SYM FINANCIAL Corp	2	1	0.01%	0.10%	0.21%	Q4 2017	Q1 2020	3
CITY HOLDING CO	3	3	0.01%	0.01%	0.01%	Q3 2015	Q1 2016	3
Cedar Mountain Advisors, LLC	2	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2022	3
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.01%	Q4 2017	Q2 2021	3
Detalus Advisors, LLC	3	3	0.13%	0.13%	0.14%	Q1 2023	Q3 2023	3
Wealth Management Solutions, LLC	3	3	0.14%	0.20%	0.27%	Q4 2021	Q2 2022	3
Y-Intercept (Hong Kong) Ltd	2	1	0.02%	0.06%	0.09%	Q2 2022	Q3 2023	3
LEVIN CAPITAL STRATEGIES, L.P.	3	3	0.01%	0.01%	0.01%	Q3 2017	Q1 2018	3
Lake Point Wealth Management	3	3	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	3
DT Investment Partners, LLC	3	3	4.12%	4.16%	4.20%	Q1 2023	Q3 2023	3
Foothills Asset Management, Ltd.	2	1	0.17%	0.17%	0.18%	Q4 2013	Q3 2018	3
GRIES FINANCIAL LLC	2	1	0.06%	0.08%	0.11%	Q2 2022	Q2 2023	3
Nan Shan Life Insurance Co., Ltd.	2	2	0.10%	0.10%	0.10%	Q3 2018	Q4 2018	2
RB Capital Management, LLC	2	2	0.68%	1.08%	1.48%	Q1 2020	Q2 2020	2
Emerald Acquisition Ltd.	2	2	0.01%	0.01%	0.01%	Q2 2016	Q3 2016	2
Members Trust Co	1	1	0.00%	0.03%	0.06%	Q4 2022	Q2 2023	2
Stone House Investment Management, LLC	1	1	0.03%	0.11%	0.19%	Q2 2018	Q1 2019	2
Crescent Capital Consulting, LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
DEARBORN PARTNERS LLC	1	1	0.01%	0.02%	0.02%	Q3 2018	Q3 2019	2
TFO Wealth Partners, LLC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Synergy Asset Management, LLC	1	1	0.07%	0.08%	0.08%	Q1 2023	Q3 2023	2
CFO4Life Group, LLC	2	2	0.17%	0.18%	0.18%	Q2 2018	Q3 2018	2
Gerber Kawasaki Wealth & Investment Management	2	2	0.02%	0.03%	0.04%	Q3 2021	Q4 2021	2
1834 INVESTMENT ADVISORS CO	1	1	0.00%	0.01%	0.02%	Q4 2018	Q2 2020	2
AlphaCore Capital LLC	2	2	0.16%	0.17%	0.17%	Q2 2023	Q3 2023	2
TRUST CO OF VIRGINIA /VA	1	1	0.02%	0.03%	0.04%	Q3 2015	Q1 2023	2
Cypress Wealth Services, LLC	2	2	0.07%	0.07%	0.08%	Q2 2018	Q3 2018	2
FIRST NATIONAL TRUST CO	1	1	0.02%	0.02%	0.03%	Q4 2017	Q4 2019	2
AMUSSEN HUNSAKER ASSOCIATES LLC	2	2	0.01%	0.01%	0.02%	Q2 2018	Q3 2018	2
PRINCIPAL FINANCIAL GROUP INC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Destination Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	2
AMI INVESTMENT MANAGEMENT INC	2	2	0.18%	0.19%	0.19%	Q4 2017	Q1 2018	2
Ken Stern & Associates, Inc.	2	2	2.66%	2.66%	2.67%	Q4 2017	Q1 2018	2
Cypress Capital, LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
Perpetual Ltd	1	1	0.43%	0.54%	0.65%	Q1 2020	Q3 2020	2
Squarepoint Ops LLC	1	1	0.00%	0.01%	0.02%	Q3 2019	Q3 2023	2
Pointe Capital Management LLC	1	1	0.09%	0.14%	0.18%	Q4 2016	Q1 2023	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.08%	0.35%	0.62%	Q2 2013	Q3 2013	2
True North Advisors, LLC	2	2	0.09%	0.09%	0.10%	Q2 2022	Q3 2022	2
Windsor Advisory Group, LLC	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
WEATHERLY ASSET MANAGEMENT L. P.	2	2	0.02%	0.02%	0.03%	Q3 2021	Q4 2021	2
GABLES CAPITAL MANAGEMENT INC.	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Paloma Partners Management Co	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Alera Investment Advisors, LLC	1	1	0.05%	0.09%	0.13%	Q4 2018	Q1 2020	2
Community Bank, N.A.	2	2	0.00%	0.00%	0.00%	Q4 2015	Q1 2016	2
Essex Financial Services, Inc.	1	1	0.04%	0.05%	0.05%	Q1 2018	Q3 2018	2
PIN OAK INVESTMENT ADVISORS INC	2	2	0.01%	0.01%	0.01%	Q4 2017	Q1 2018	2
Kozak & Associates, Inc.	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
NIXON PEABODY TRUST CO	2	2	0.19%	0.19%	0.19%	Q3 2017	Q4 2017	2
MARSHALL WACE, LLP	2	2	0.00%	0.00%	0.01%	Q2 2018	Q3 2018	2
Sound View Wealth Advisors, LLC	2	2	0.30%	0.34%	0.39%	Q4 2018	Q1 2019	2
Semmax Financial Advisors Inc.	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
CIDEL ASSET MANAGEMENT INC	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
Hansberger Growth Investors, LP	2	2	0.76%	1.24%	1.71%	Q4 2014	Q1 2015	2
COHEN LAWRENCE B	1	1	0.96%	1.00%	1.05%	Q4 2021	Q4 2022	2
KMG FIDUCIARY PARTNERS, LLC	2	2	0.10%	0.11%	0.12%	Q4 2018	Q1 2019	2
Jane Street Holding, LLC	1	1	0.00%	0.01%	0.01%	Q2 2013	Q2 2013	2
Leelyn Smith, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2021	2
Hugh Johnson Advisors LLC	2	2	0.14%	0.22%	0.30%	Q2 2013	Q3 2013	2
IPG Investment Advisors LLC	1	1	0.04%	0.05%	0.05%	Q1 2021	Q4 2021	2
tru Independence LLC	1	1	0.01%	0.01%	0.02%	Q4 2019	Q2 2021	2
Wealth Alliance	2	2	0.04%	0.06%	0.08%	Q2 2022	Q3 2022	2
Blueprint Investment Partners LLC	1	1	0.23%	0.56%	0.89%	Q4 2021	Q2 2023	2
Americana Partners, LLC	1	1	0.00%	0.11%	0.21%	Q4 2019	Q3 2023	2
Legacy Private Trust Co.	1	1	0.02%	0.02%	0.02%	Q3 2017	Q2 2021	2
Modus Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2021	2
Verity Asset Management, Inc.	1	1	0.51%	1.20%	1.89%	Q1 2018	Q4 2021	2
INTREPID FAMILY OFFICE LLC	2	2	9.32%	10.52%	11.72%	Q1 2023	Q2 2023	2
Cascadia Advisory Services, LLC	2	2	0.04%	0.04%	0.05%	Q2 2021	Q3 2021	2
Lion Street Advisors, LLC	1	1	0.08%	0.15%	0.22%	Q1 2020	Q2 2023	2
DIVIDEND ASSETS CAPITAL, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	2
Stonebridge Financial Planning Group, LLC	2	2	0.37%	0.38%	0.38%	Q4 2021	Q1 2022	2
SRS Capital Advisors, Inc.	2	2	0.01%	0.62%	1.22%	Q2 2023	Q3 2023	2
Liberty Capital Management, Inc.	1	1	0.33%	0.35%	0.38%	Q2 2020	Q4 2020	2
MAGNOLIA CAPITAL ADVISORS LLC	2	2	0.10%	0.14%	0.18%	Q4 2021	Q1 2022	2
Willingdon Wealth Management	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
Engrave Wealth Partners LLC	1	1	0.00%	0.10%	0.21%	Q1 2020	Q3 2020	2
SVB Investment Services Inc.	2	2	0.00%	0.00%	0.01%	Q3 2020	Q4 2020	2
Davis Capital Management	2	2	1.47%	1.48%	1.49%	Q1 2020	Q2 2020	2
Atlas Private Wealth Advisors	2	2	0.00%	0.01%	0.01%	Q2 2021	Q3 2021	2
Headlands Technologies LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	2
SEAVIEW INVESTMENT MANAGERS LLC	2	2	0.86%	0.90%	0.94%	Q1 2021	Q2 2021	2
High Falls Advisors, Inc	1	1	0.00%	0.00%	0.00%	Q4 2015	Q2 2016	2
Financial Network Wealth Management LLC	2	2	0.23%	0.24%	0.25%	Q2 2022	Q3 2022	2
Marshall Financial Group LLC	2	2	0.33%	0.33%	0.33%	Q4 2021	Q1 2022	2
DISCOVERY CAPITAL MANAGEMENT, LLC / CT	2	2	0.14%	0.19%	0.23%	Q3 2021	Q4 2021	2
Altus Wealth Group LLC	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
R & A Capital Management, LLC	2	2	1.44%	1.46%	1.49%	Q2 2013	Q3 2013	2
Idaho Trust Bank	2	2	3.10%	3.23%	3.35%	Q2 2023	Q3 2023	2
Manifold Partners, LLC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	2
Mariner Wealth Advisors-Cincinnati, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q3 2018	2
Center For Asset Management LLC	2	2	0.29%	0.29%	0.29%	Q4 2021	Q1 2022	2
TradeLink Global Equity LLC	2	2	0.04%	0.07%	0.11%	Q3 2014	Q4 2014	2
Jaffetilchin Investment Partners, LLC	2	2	0.21%	0.69%	1.17%	Q2 2018	Q3 2018	2
Oxbow Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q4 2017	Q1 2018	2
Bard Financial Services, Inc.	2	2	0.02%	0.06%	0.09%	Q1 2023	Q2 2023	2
FutureAdvisor, Inc.	2	2	0.04%	0.05%	0.06%	Q2 2015	Q3 2015	2
Carnick & Kubik, LLC	1	1	0.01%	0.02%	0.02%	Q3 2015	Q1 2016	2
Gunma Bank,Ltd.	2	2	1.18%	1.47%	1.76%	Q1 2021	Q2 2021	2
Newbridge Financial Services Group, Inc.	1	1	0.00%	0.01%	0.01%	Q3 2021	Q2 2023	2
Paladin Advisory Group, LLC	2	2	0.08%	0.08%	0.08%	Q2 2022	Q3 2022	2
SURIENCE PRIVATE WEALTH LLC	2	2	0.42%	2.53%	4.64%	Q1 2023	Q2 2023	2
Westover Capital Advisors, LLC	2	2	0.09%	0.09%	0.09%	Q4 2021	Q1 2022	2
Aspire Capital Advisors LLC	2	2	0.10%	0.10%	0.11%	Q2 2023	Q3 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
NCM Capital Management, LLC	2	2	1.66%	1.69%	1.71%	Q1 2022	Q2 2022	2
SBK Financial, Inc.	2	2	0.18%	0.19%	0.21%	Q4 2021	Q1 2022	2
Barrington Strategic Wealth Management Group LLC	2	2	0.11%	0.12%	0.12%	Q2 2017	Q3 2017	2
Fortitude Advisory Group L.L.C.	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
RETIREMENT GUYS FORMULA LLC	2	2	0.17%	0.21%	0.24%	Q4 2021	Q1 2022	2
Coppell Advisory Solutions Corp.	2	2	0.70%	0.70%	0.70%	Q4 2022	Q1 2023	2
Dunhill Financial, LLC	2	2	4.59%	4.85%	5.12%	Q2 2023	Q3 2023	2
Fiduciary Alliance LLC	2	2	0.04%	0.05%	0.06%	Q2 2023	Q3 2023	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Fortis Capital Advisors, LLC	2	2	0.01%	0.01%	0.02%	Q4 2022	Q1 2023	2
Register Financial Advisors LLC	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
Icon Wealth Advisors, LLC	2	2	0.03%	0.05%	0.07%	Q3 2022	Q4 2022	2
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
Values Added Financial LLC	2	2	2.78%	2.89%	3.00%	Q2 2023	Q3 2023	2
Pine Valley Investments Ltd Liability Co	2	2	0.18%	0.20%	0.21%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	2.22%	2.25%	2.28%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.42%	0.43%	0.44%	Q2 2023	Q3 2023	2
Certus Wealth Management, LLC	2	2	0.59%	0.65%	0.71%	Q2 2023	Q3 2023	2
Madden Advisory Services, Inc.	2	2	0.00%	0.00%	0.00%	Q3 2014	Q4 2014	2
Visionary Asset Management, Inc.	2	2	0.06%	0.06%	0.07%	Q4 2017	Q1 2018	2
HAZLETT, BURT & WATSON, INC.	2	2	0.08%	0.09%	0.09%	Q2 2023	Q3 2023	2
First City Capital Management, Inc.	2	2	0.02%	0.02%	0.02%	Q1 2014	Q2 2014	2
Gibson Capital, LLC	1	1	0.06%	0.13%	0.19%	Q1 2014	Q4 2014	2
STRALEM & CO INC	2	2	0.08%	0.08%	0.08%	Q1 2020	Q2 2020	2
WCM INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.02%	0.04%	Q4 2018	Q2 2022	2
Camarda Financial Advisors, LLC	1	1	0.01%	0.02%	0.02%	Q2 2015	Q3 2018	2
M&R CAPITAL MANAGEMENT INC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Harel Insurance Investments & Financial Services Ltd.	2	2	0.00%	0.00%	0.00%	Q1 2016	Q2 2016	2
HANCOCK WHITNEY CORP	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
HUTCHENS INVESTMENT MANAGEMENT INC	1	1	0.00%	0.01%	0.03%	Q4 2014	Q4 2017	2
PENSECO FINANCIAL SERVICES CORP	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Ground Swell Capital, LLC	1	1	0.79%	1.10%	1.40%	Q4 2020	Q2 2021	2
Legacy Capital Partners, Inc.	2	2	0.21%	0.26%	0.31%	Q1 2015	Q2 2015	2
PVG ASSET MANAGEMENT CORP	2	2	1.05%	1.29%	1.53%	Q2 2023	Q3 2023	2
GREAT WEST LIFE ASSURANCE CO /CAN/	1	1	0.00%	0.00%	0.00%	Q3 2013	Q4 2014	2
FURE FINANCIAL CORP	2	2	0.04%	0.04%	0.04%	Q3 2020	Q4 2020	2
BBVA USA	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
Kessler Investment Group, LLC	2	2	0.00%	0.00%	0.00%	Q3 2016	Q4 2016	2
Aristotle Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q4 2021	2
MANCHESTER FINANCIAL INC	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
LS Investment Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q3 2015	Q4 2015	2
Axiom Investment Management LLC	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
CAXTON ASSOCIATES LP	2	2	0.02%	0.03%	0.05%	Q3 2013	Q4 2013	2
SFMG, LLC	2	2	0.03%	0.04%	0.04%	Q2 2022	Q3 2022	2
West Coast Financial LLC	1	1	0.10%	0.32%	0.53%	Q3 2017	Q3 2018	2
Granite Investment Advisors, LLC	2	2	0.04%	0.04%	0.04%	Q3 2015	Q4 2015	2
CONNABLE OFFICE INC	2	2	0.27%	0.33%	0.39%	Q3 2015	Q4 2015	2
Gotham Asset Management, LLC	2	2	0.01%	0.02%	0.02%	Q2 2023	Q3 2023	2
QCM Cayman, Ltd.	1	1	0.61%	1.08%	1.55%	Q4 2020	Q4 2021	2
Bridgeworth, LLC	1	1	0.03%	0.06%	0.08%	Q2 2018	Q1 2022	2
Vantage Financial Partners Ltd., Inc.	2	2	0.17%	0.46%	0.75%	Q4 2022	Q1 2023	2
DC Investments Management, LLC	1	1	0.69%	0.69%	0.69%	Q1 2018	Q1 2018	1
Drexel Morgan & Co.	1	1	2.71%	2.71%	2.71%	Q2 2013	Q2 2013	1
Interchange Capital Partners, LLC	1	1	0.16%	0.16%	0.16%	Q1 2023	Q1 2023	1
KEYSTONE WEALTH PARTNERS	1	1	0.56%	0.56%	0.56%	Q4 2021	Q4 2021	1
Crestone Asset Management LLC	1	1	0.10%	0.10%	0.10%	Q1 2020	Q1 2020	1
True Wealth Design, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Greystone Financial Group, LLC	1	1	1.16%	1.16%	1.16%	Q4 2020	Q4 2020	1
Oder Investment Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
DHJJ Financial Advisors, Ltd.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
GHP Investment Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
REFRAME WEALTH, LLC	1	1	2.43%	2.43%	2.43%	Q4 2022	Q4 2022	1
Ratio Wealth Group	1	1	0.13%	0.13%	0.13%	Q3 2021	Q3 2021	1
Saratoga Research & Investment Management	1	1	0.98%	0.98%	0.98%	Q3 2017	Q3 2017	1
Lumature Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
TKG Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
Tradeworx Inc.	1	1	1.31%	1.31%	1.31%	Q2 2014	Q2 2014	1
Trutina Financial LLC	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
KELLEHER FINANCIAL ADVISORS	1	1	5.00%	5.00%	5.00%	Q2 2017	Q2 2017	1
Fiera Capital Corp	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
CHANNEL WEALTH LLC	1	1	0.17%	0.17%	0.17%	Q1 2023	Q1 2023	1
STABLEFORD CAPITAL II LLC	1	1	0.17%	0.17%	0.17%	Q1 2023	Q1 2023	1
TCG Advisory Services, LLC	1	1	0.08%	0.08%	0.08%	Q1 2021	Q1 2021	1
Coulter & Justus Financial Services, LLC	1	1	0.17%	0.17%	0.17%	Q1 2022	Q1 2022	1
Running Point Capital Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
Birchcreek Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
ORG Partners LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
GENWORTH FINANCIAL INC	1	1	1.61%	1.61%	1.61%	Q2 2013	Q2 2013	1
MADRONA FUNDS, LLC	1	1	6.32%	6.32%	6.32%	Q3 2019	Q3 2019	1
Mandatum Life Insurance Co Ltd	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
SUNFLOWER BANK, NA WEALTH MANAGEMENT	1	1	1.10%	1.10%	1.10%	Q4 2019	Q4 2019	1
Carlsbad Wealth Advisory Group, Inc.	1	1	0.39%	0.39%	0.39%	Q2 2023	Q2 2023	1
IBEX WEALTH ADVISORS	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	1	1	0.72%	0.72%	0.72%	Q2 2023	Q2 2023	1
Prosperity Wealth Management, Inc.	1	1	0.55%	0.55%	0.55%	Q1 2023	Q1 2023	1
Cordant, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Risk Paradigm Group, LLC	1	1	0.48%	0.48%	0.48%	Q1 2018	Q1 2018	1
Fernwood Investment Management, LLC	1	1	0.17%	0.17%	0.17%	Q4 2013	Q4 2013	1
GSG Advisors LLC	1	1	0.37%	0.37%	0.37%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Navalign, LLC	1	1	0.24%	0.24%	0.24%	Q4 2022	Q4 2022	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
AM INVESTMENT STRATEGIES LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Kinloch Capital, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
ROMANO BROTHERS AND COMPANY	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
HYMAN CHARLES D	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Capstone Triton Financial Group, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
Keel Point, LLC	1	1	0.09%	0.09%	0.09%	Q2 2020	Q2 2020	1
Southern Wealth Management, LLP	1	1	0.32%	0.32%	0.32%	Q2 2022	Q2 2022	1
Veracity Capital LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
FIRST FOUNDATION ADVISORS	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Forward Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2016	Q4 2016	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Royal Fund Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
CAPITAL GUARDIAN TRUST CO	1	1	0.00%	0.00%	0.00%	Q4 2013	Q4 2013	1
Bath Savings Trust Co	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Filbrandt Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
Total Clarity Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Merrion Investment Management Co, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
FIL Ltd	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Wealth Quarterback LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Crestwood Advisors Group, LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.15%	0.15%	0.15%	Q3 2016	Q3 2016	1
NEXT Financial Holdings	1	1	0.06%	0.06%	0.06%	Q1 2019	Q1 2019	1
WESTON CAPITAL MANAGEMENT INC	1	1	5.56%	5.56%	5.56%	Q4 2013	Q4 2013	1
Regent Peak Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Tuttle Capital Management, LLC	1	1	0.22%	0.22%	0.22%	Q1 2017	Q1 2017	1
Aureus Asset Management, LLC	1	1	0.12%	0.12%	0.12%	Q4 2022	Q4 2022	1
RONALD BLUE & CO LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
Triangle Securities Wealth Management	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
Osborn Williams & Donohoe LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
EPG Wealth Management LLC	1	1	0.09%	0.09%	0.09%	Q4 2019	Q4 2019	1
Brickley Wealth Management	1	1	0.19%	0.19%	0.19%	Q4 2018	Q4 2018	1
CAPITAL ONE, NATIONAL ASSOCIATION	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
CABANA LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Advanced Asset Management Advisors Inc	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
HEADINVEST, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Knights of Columbus Asset Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Miracle Mile Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q3 2020	Q3 2020	1
BANK OF THE WEST	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
Blume Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Delpha Capital Management, LLC	1	1	1.30%	1.30%	1.30%	Q1 2018	Q1 2018	1
Great Diamond Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
BANCORPSOUTH INC	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
Formidable Asset Management, LLC	1	1	0.13%	0.13%	0.13%	Q1 2019	Q1 2019	1
Simply Money Advisors	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
South Dakota Investment Council	1	1	0.48%	0.48%	0.48%	Q4 2018	Q4 2018	1
Cordasco Financial Network	1	1	0.03%	0.03%	0.03%	Q1 2017	Q1 2017	1
CERTUITY, LLC	1	1	0.10%	0.10%	0.10%	Q4 2019	Q4 2019	1
DRW SECURITIES, L.L.C.	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Indiana Trust & Investment Management CO	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
HIGHLAND ASSOCIATES INC	1	1	95.22%	95.22%	95.22%	Q4 2017	Q4 2017	1
PYA Waltman Capital, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Leith Wheeler Investment Counsel Ltd.	1	1	0.36%	0.36%	0.36%	Q1 2016	Q1 2016	1
PFG Private Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
EPIQ PARTNERS, LLC	1	1	2.33%	2.33%	2.33%	Q4 2019	Q4 2019	1
Regis Management CO LLC	1	1	0.05%	0.05%	0.05%	Q4 2015	Q4 2015	1
HWG Holdings LP	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Stratos Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
BBR PARTNERS, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
SILVERCREST ASSET MANAGEMENT GROUP LLC	1	1	0.06%	0.06%	0.06%	Q4 2015	Q4 2015	1
PATTON FUND MANAGEMENT, INC.	1	1	0.36%	0.36%	0.36%	Q4 2022	Q4 2022	1
Pictet North America Advisors SA	1	1	1.13%	1.13%	1.13%	Q4 2022	Q4 2022	1
Rathbones Group PLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Covenant Multifamily Offices, LLC	1	1	0.32%	0.32%	0.32%	Q4 2013	Q4 2013	1
CCM INVESTMENT ADVISERS LLC	1	1	1.89%	1.89%	1.89%	Q4 2013	Q4 2013	1
Premise Capital, LLC	1	1	4.02%	4.02%	4.02%	Q3 2016	Q3 2016	1
FIELDPOINT PRIVATE ADVISORS, INC	1	1	2.48%	2.48%	2.48%	Q2 2017	Q2 2017	1
Advisors Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2017	Q4 2017	1
RGT Wealth Advisors, LLC	1	1	0.14%	0.14%	0.14%	Q4 2016	Q4 2016	1
SCHAFER CULLEN CAPITAL MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Osbon Capital Management LLC	1	1	0.79%	0.79%	0.79%	Q2 2019	Q2 2019	1
Clear Creek Financial Management, LLC	1	1	0.24%	0.24%	0.24%	Q3 2020	Q3 2020	1
Mader & Shannon Wealth Management, Inc.	1	1	5.02%	5.02%	5.02%	Q3 2018	Q3 2018	1
Select Asset Management & Trust	1	1	0.46%	0.46%	0.46%	Q2 2014	Q2 2014	1
PNC Managed Account Solutions, Inc.	1	1	3.14%	3.14%	3.14%	Q2 2021	Q2 2021	1
Arden Trust Co	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
Allen Capital Group, LLC	1	1	10.70%	10.70%	10.70%	Q4 2022	Q4 2022	1
1607 Capital Partners, LLC	1	1	0.07%	0.07%	0.07%	Q4 2020	Q4 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.12%	0.12%	0.12%	Q1 2017	Q1 2017	1
Kalos Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2015	Q4 2015	1
Anfield Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
EPIQ Capital Group, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Point72 Asset Management, L.P.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Per Stirling Capital Management, LLC.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
PALLADIUM PARTNERS LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Core Alternative Capital	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
MBE Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
NBC SECURITIES, INC.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Bremer Bank National Association	1	1	0.03%	0.03%	0.03%	Q1 2019	Q1 2019	1
Mechanics Bank Trust Department	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Spectrum Management Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Ironwood Investment Counsel, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
STEEL GROVE CAPITAL ADVISORS, LLC	1	1	0.14%	0.14%	0.14%	Q4 2016	Q4 2016	1
Legacy Trust	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 2023	1
INVESTMENT PARTNERS, LTD.	1	1	0.06%	0.06%	0.06%	Q1 2015	Q1 2015	1
CAUSEWAY CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
CMC Financial Group	1	1	1.60%	1.60%	1.60%	Q1 2021	Q1 2021	1
Compass Ion Advisors, LLC	1	1	0.81%	0.81%	0.81%	Q3 2023	Q3 2023	1
MARSHALL & SULLIVAN INC /WA/	1	1	0.12%	0.12%	0.12%	Q2 2018	Q2 2018	1
Clearwater Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
CMT Asset Management Ltd	1	1	0.09%	0.09%	0.09%	Q4 2012	Q4 2012	1
Avestar Capital, LLC	1	1	0.03%	0.03%	0.03%	Q4 2017	Q4 2017	1
Princeton Global Asset Management LLC	1	1	0.32%	0.32%	0.32%	Q4 2019	Q4 2019	1
McNamara Financial Services, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2014	Q4 2014	1
Grandview Asset Management LLC	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Strategic Capital Alternatives LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
Buffington Mohr McNeal	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Clarfeld Financial Advisors, LLC	1	1	1.11%	1.11%	1.11%	Q4 2018	Q4 2018	1
OTA Financial Group L.P.	1	1	1.07%	1.07%	1.07%	Q1 2014	Q1 2014	1
CapWealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Cynosure Group, LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
Evolution Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Bray Capital Advisors	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
HAYS ADVISORY LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Ariel Investments	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
MBM Wealth Consultants, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
AEGON USA Investment Management, LLC	1	1	1.61%	1.61%	1.61%	Q2 2015	Q2 2015	1
Well Done, LLC	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.07%	0.07%	0.07%	Q4 2018	Q4 2018	1
Summit Financial Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Hamilton Wealth, LLC	1	1	0.67%	0.67%	0.67%	Q4 2018	Q4 2018	1
WESPAC Advisors SoCal, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
SHAYNE & JACOBS, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Bayesian Capital Management, LP	1	1	0.14%	0.14%	0.14%	Q4 2018	Q4 2018	1
Pinnacle Wealth Advisors	1	1	0.11%	0.11%	0.11%	Q2 2021	Q2 2021	1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Wills Financial Group, Inc.	1	1	0.23%	0.23%	0.23%	Q3 2014	Q3 2014	1
Canton Hathaway, LLC	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
DENVER INVESTMENT ADVISORS LLC	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
TWO SIGMA INVESTMENTS, LP	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
First Allied Asset Management, Inc.	1	1	1.18%	1.18%	1.18%	Q4 2013	Q4 2013	1
Linscomb & Williams, Inc.	1	1	0.18%	0.18%	0.18%	Q4 2016	Q4 2016	1
Matthew Goff Investment Advisor, LLC	1	1	1.38%	1.38%	1.38%	Q2 2018	Q2 2018	1
PagnatoKarp Partners LLC	1	1	0.71%	0.71%	0.71%	Q1 2020	Q1 2020	1
Summit X, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Main Street Research LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
HHM Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
TURNER INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
LITTLE HOUSE CAPITAL LLC	1	1	5.24%	5.24%	5.24%	Q1 2021	Q1 2021	1
GIRARD PARTNERS LTD.	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
Beacon Pointe Wealth Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Perkins Coie Trust Co	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
SeaBridge Investment Advisors LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Financial Gravity Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
FULTON BANK, N.A.	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
Stewardship Financial Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Lebenthal Wealth Advisors, LLC	1	1	1.23%	1.23%	1.23%	Q2 2016	Q2 2016	1
BSW Wealth Partners	1	1	0.10%	0.10%	0.10%	Q4 2020	Q4 2020	1
Lebenthal Holdings,LLC	1	1	0.05%	0.05%	0.05%	Q2 2016	Q2 2016	1
Mosaic Family Wealth, LLC	1	1	0.03%	0.03%	0.03%	Q4 2018	Q4 2018	1
Roof Eidam Maycock Peralta, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
Castleview Partners, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Campbell Wealth Management	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Lavaca Capital LLC	1	1	0.28%	0.28%	0.28%	Q2 2020	Q2 2020	1
Strategic Point Investment Advisors, LLC	1	1	2.87%	2.87%	2.87%	Q3 2014	Q3 2014	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
CENTRAL BANK & TRUST CO	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Sharkey, Howes & Javer	1	1	0.07%	0.07%	0.07%	Q1 2015	Q1 2015	1
PARTNERS CAPITAL INVESTMENT GROUP, LLP	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Biltmore Family Office, LLC	1	1	0.09%	0.09%	0.09%	Q4 2017	Q4 2017	1
Rinkey Investments	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Keeler Thomas Management LLC	1	1	0.14%	0.14%	0.14%	Q4 2017	Q4 2017	1
Spot Trading L.L.C	1	1	0.03%	0.03%	0.03%	Q4 2013	Q4 2013	1
Live Your Vision, LLC	1	1	0.02%	0.02%	0.02%	Q3 2015	Q3 2015	1
BASSO CAPITAL MANAGEMENT, L.P.	1	1	0.07%	0.07%	0.07%	Q2 2023	Q2 2023	1
Prostatis Group LLC	1	1	0.29%	0.29%	0.29%	Q4 2022	Q4 2022	1
BURNEY CO/	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
GUGGENHEIM CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Onex Canada Asset Management Inc.	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
MPI INVESTMENT MANAGEMENT, INC.	1	1	2.47%	2.47%	2.47%	Q4 2017	Q4 2017	1
FIDUCIENT ADVISORS LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Claybrook Capital, LLC	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
Sciencast Management LP	1	1	0.27%	0.27%	0.27%	Q3 2017	Q3 2017	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
FFT WEALTH MANAGEMENT LLC	1	1	1.79%	1.79%	1.79%	Q4 2015	Q4 2015	1
BlackRock Group LTD	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
LANDAAS & CO /WI /ADV	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
NewDay Solutions, LLC	1	1	0.23%	0.23%	0.23%	Q4 2018	Q4 2018	1
CAZ INVESTMENTS LP	1	1	1.06%	1.06%	1.06%	Q1 2020	Q1 2020	1
GFS Private Wealth, LLC	1	1	0.16%	0.16%	0.16%	Q4 2017	Q4 2017	1
Charles Schwab Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Brightworth	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Oak Asset Management, LLC	1	1	0.31%	0.31%	0.31%	Q2 2022	Q2 2022	1
DecisionPoint Financial, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Coastwise Capital Group, LLC	1	1	0.27%	0.27%	0.27%	Q3 2023	Q3 2023	1
Investmark Advisory Group LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
Claraphi Advisory Network, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Permit Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Integrity Financial Corp /WA	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Glassy Mountain Advisors, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
SageView Advisory Group, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Carroll Investors, Inc	1	1	0.14%	0.14%	0.14%	Q1 2022	Q1 2022	1
Equius Partners, Inc.	1	1	0.53%	0.53%	0.53%	Q4 2022	Q4 2022	1
TUDOR INVESTMENT CORP ET AL	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Affiance Financial, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
G2 CAPITAL MANAGEMENT, LLC / OH	1	1	1.07%	1.07%	1.07%	Q4 2022	Q4 2022	1
Confluence Wealth Services, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Next Level Private LLC	1	1	0.27%	0.27%	0.27%	Q2 2022	Q2 2022	1
Operose Advisors LLC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
HARTLINE INVESTMENT CORP/	1	1	0.64%	0.64%	0.64%	Q3 2022	Q3 2022	1
Pinnacle Private Wealth, LLC	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Leverty Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Birch Hill Investment Advisors LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
TCWP LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
THOROUGHBRED FINANCIAL SERVICES, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Transparent Wealth Partners LLC	1	1	3.44%	3.44%	3.44%	Q1 2022	Q1 2022	1
Steward Financial Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
NOMURA HOLDINGS INC	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
GPWM LLC	1	1	0.49%	0.49%	0.49%	Q4 2022	Q4 2022	1
Wick Capital Partners, LLC	1	1	0.21%	0.21%	0.21%	Q4 2022	Q4 2022	1
Amplius Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Washington Trust Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
CAPITAL ONE FINANCIAL CORP	1	1	0.04%	0.04%	0.04%	Q1 2020	Q1 2020	1
Fifth Third Wealth Advisors LLC	1	1	0.08%	0.08%	0.08%	Q4 2023	Q4 2023	1
SUMIT CAPITAL, LLC	1	1	0.50%	0.50%	0.50%	Q4 2013	Q4 2013	1
SJS Investment Consulting Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
McElhenny Sheffield Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Delos Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Lesa Sroufe & Co	1	1	0.09%	0.09%	0.09%	Q1 2017	Q1 2017	1
Diligent Investors, LLC	1	1	0.09%	0.09%	0.09%	Q4 2019	Q4 2019	1
LGT Financial Advisors LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Stonehearth Capital Management, LLC	1	1	10.93%	10.93%	10.93%	Q4 2014	Q4 2014	1
MACQUARIE GROUP LTD	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Guardian Wealth Advisors, LLC	1	1	1.00%	1.00%	1.00%	Q1 2021	Q1 2021	1
Valley Brook Capital Group, Inc.	1	1	0.05%	0.05%	0.05%	Q1 2021	Q1 2021	1
Ignite Planners, LLC	1	1	0.37%	0.37%	0.37%	Q4 2021	Q4 2021	1
Thomasville National Bank	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Stillwater Capital Advisors, LLC	1	1	0.57%	0.57%	0.57%	Q3 2018	Q3 2018	1
Kowal Investment Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1

External links

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

This page lists all the filers that currently own VANGUARD INTL EQUITY INDEX F or have owned VANGUARD INTL EQUITY INDEX F in the past.