• VCIT shareholders
• Shareholder history

Current and past VANGUARD SCOTTSDALE FDS shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	30	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	77
Rehmann Capital Advisory Group	35	15	0.18%	1.54%	5.65%	Q4 2010	Q3 2023	50
MUFG Americas Holdings Corp	45	45	0.00%	0.01%	0.03%	Q3 2011	Q3 2022	45
GOLDMAN SACHS GROUP INC	42	1	0.00%	0.02%	0.17%	Q3 2012	Q3 2023	43
NBT BANK N A /NY	42	42	0.17%	0.26%	0.51%	Q2 2013	Q3 2023	42
Atria Investments, Inc	42	42	0.01%	0.28%	1.34%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	0.08%	0.33%	1.01%	Q2 2013	Q3 2023	42
WELLS FARGO & COMPANY/MN	42	42	0.06%	0.22%	0.42%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
HUNTINGTON NATIONAL BANK	31	2	0.00%	0.05%	0.14%	Q4 2012	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.19%	0.30%	0.63%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.01%	0.74%	1.63%	Q2 2013	Q4 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
Fisher Asset Management, LLC	42	42	0.00%	1.36%	3.36%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
BANK OF AMERICA CORP /DE/	42	42	0.02%	0.43%	0.82%	Q2 2013	Q3 2023	42
CLIFFORD SWAN INVESTMENT COUNSEL LLC	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.04%	0.17%	0.51%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.02%	0.12%	0.27%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.00%	0.98%	3.98%	Q2 2013	Q3 2023	42
Transamerica Financial Advisors, Inc.	42	42	0.04%	0.35%	1.63%	Q2 2013	Q3 2023	42
UNITED SERVICES AUTOMOBILE ASSOCIATION	42	42	0.07%	0.32%	0.78%	Q2 2013	Q3 2023	42
GUGGENHEIM CAPITAL LLC	42	42	0.01%	0.03%	0.06%	Q2 2013	Q3 2023	42
Bragg Financial Advisors, Inc	42	42	0.48%	0.70%	1.16%	Q2 2013	Q3 2023	42
MANUFACTURERS LIFE INSURANCE COMPANY, THE	42	42	0.33%	0.69%	1.19%	Q2 2013	Q3 2023	42
JAMES INVESTMENT RESEARCH INC	42	42	0.00%	0.03%	0.25%	Q2 2013	Q3 2023	42
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	42	42	3.30%	9.52%	13.78%	Q2 2013	Q3 2023	42
CHATHAM CAPITAL GROUP, INC.	42	42	0.07%	0.45%	2.18%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	1.22%	2.97%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.03%	0.19%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	0.88%	2.07%	2.98%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.00%	0.35%	0.77%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.65%	2.06%	4.40%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.02%	0.06%	0.09%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.00%	0.05%	0.09%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.10%	0.40%	1.91%	Q2 2013	Q3 2023	42
Invesco Ltd.	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Busey Bank	42	42	1.55%	2.62%	3.63%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.03%	0.17%	Q2 2013	Q3 2023	42
Creative Planning	42	42	2.34%	5.98%	8.63%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.07%	0.15%	0.29%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.00%	0.12%	0.27%	Q2 2013	Q3 2023	42
Boston Trust Walden Corp	42	42	0.01%	0.05%	0.09%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.00%	0.08%	0.25%	Q2 2013	Q3 2023	42
HOWE & RUSLING INC	38	3	0.55%	1.23%	2.94%	Q2 2013	Q3 2023	41
Private Advisor Group, LLC	40	40	0.00%	0.27%	0.75%	Q4 2013	Q3 2023	41
BANK OF MONTREAL /CAN/	39	2	0.00%	0.03%	0.09%	Q2 2013	Q3 2023	41
Coastline Trust Co	41	41	0.05%	1.77%	3.07%	Q2 2013	Q2 2023	41
HighTower Advisors, LLC	30	11	0.01%	0.06%	0.18%	Q2 2013	Q3 2023	41
FIFTH THIRD BANCORP	36	5	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.00%	0.18%	1.46%	Q2 2013	Q2 2023	41
D.A. DAVIDSON & CO.	41	41	0.00%	0.02%	0.06%	Q3 2013	Q3 2023	41
Tortoise Investment Management, LLC	30	11	0.00%	0.17%	0.85%	Q4 2012	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.02%	0.77%	4.85%	Q3 2013	Q3 2023	41
LPL Financial LLC	28	13	0.47%	1.17%	2.17%	Q2 2013	Q3 2023	41
Legacy Private Trust Co.	40	40	0.06%	0.80%	1.56%	Q4 2013	Q3 2023	40
ST GERMAIN D J CO INC	37	3	0.01%	3.48%	8.24%	Q4 2013	Q4 2023	40
Checchi Capital Advisers, LLC	40	40	0.48%	0.89%	1.85%	Q4 2013	Q3 2023	40
North Star Investment Management Corp.	39	39	0.02%	0.09%	0.15%	Q1 2014	Q3 2023	39
ASSETMARK, INC	23	16	0.01%	0.29%	0.57%	Q3 2013	Q3 2023	39
Dynamic Advisor Solutions LLC	33	6	0.11%	0.68%	1.21%	Q4 2013	Q3 2023	39
Autus Asset Management, LLC	39	39	0.36%	2.82%	3.95%	Q2 2013	Q4 2022	39
STIFEL FINANCIAL CORP	39	39	0.04%	0.39%	0.77%	Q1 2014	Q3 2023	39
DUNCKER STREETT & CO INC	39	39	0.01%	0.17%	0.33%	Q1 2014	Q3 2023	39
COLONY GROUP LLC	39	39	0.07%	0.21%	0.44%	Q1 2014	Q3 2023	39
Financial Advantage, Inc.	26	2	0.12%	0.18%	0.36%	Q2 2013	Q3 2023	38
Cetera Advisor Networks LLC	21	2	0.01%	0.05%	0.17%	Q1 2013	Q3 2023	38
MEEDER ASSET MANAGEMENT INC	23	15	0.01%	0.42%	2.79%	Q2 2013	Q3 2023	38
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	2	0.00%	0.01%	0.05%	Q2 2013	Q3 2023	38
JFS WEALTH ADVISORS, LLC	38	38	0.00%	0.02%	0.03%	Q2 2014	Q3 2023	38
Curbstone Financial Management Corp	37	37	0.16%	2.93%	4.29%	Q4 2014	Q4 2023	37
WEIK CAPITAL MANAGEMENT	28	9	0.10%	0.34%	0.79%	Q2 2013	Q3 2023	37
ProVise Management Group, LLC	37	37	0.04%	0.08%	0.14%	Q3 2014	Q3 2023	37
Palouse Capital Management, Inc.	37	37	0.26%	0.97%	3.66%	Q3 2014	Q3 2023	37
COMMERCE BANK	20	16	0.00%	0.01%	0.06%	Q3 2014	Q3 2023	36
Betterment LLC	36	36	0.01%	0.05%	0.14%	Q4 2014	Q3 2023	36
Blume Capital Management, Inc.	36	36	0.03%	0.64%	3.23%	Q4 2013	Q3 2022	36
Janney Montgomery Scott LLC	29	7	0.01%	0.53%	1.85%	Q3 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.00%	0.06%	0.39%	Q4 2014	Q3 2023	36
OGOREK ANTHONY JOSEPH /NY/ /ADV	36	36	0.01%	0.05%	0.09%	Q4 2014	Q3 2023	36
Ameritas Investment Partners, Inc.	36	36	0.02%	0.22%	0.42%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.02%	0.12%	0.28%	Q4 2014	Q3 2023	36
AllSquare Wealth Management LLC	36	36	0.35%	8.61%	18.42%	Q4 2014	Q3 2023	36
UBS Group AG	36	36	0.02%	0.06%	0.08%	Q4 2014	Q3 2023	36
Bangor Savings Bank	35	1	0.00%	0.07%	0.13%	Q2 2013	Q3 2023	36
Hudock, Inc.	35	1	0.01%	0.76%	7.59%	Q2 2013	Q3 2023	36
FC Advisory LLC	36	36	0.20%	0.71%	1.10%	Q1 2015	Q4 2023	36
State of Tennessee, Treasury Department	35	35	0.12%	0.53%	1.99%	Q1 2015	Q3 2023	35
PARSONS CAPITAL MANAGEMENT INC/RI	35	35	0.20%	0.49%	0.71%	Q1 2015	Q3 2023	35
Bray Capital Advisors	35	35	0.20%	0.87%	2.12%	Q1 2015	Q3 2023	35
Avior Wealth Management, LLC	23	12	0.01%	0.26%	0.71%	Q2 2014	Q3 2023	35
WEDBUSH SECURITIES INC	35	35	0.02%	0.06%	0.11%	Q1 2015	Q3 2023	35
SMITH, MOORE & CO.	34	34	0.10%	0.17%	0.22%	Q2 2015	Q3 2023	34
M&T BANK CORP	21	3	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	34
Brinker Capital Investments, LLC	33	1	0.02%	0.35%	0.69%	Q2 2013	Q4 2022	34
Waverly Advisors, LLC	34	34	0.26%	0.98%	1.60%	Q2 2015	Q3 2023	34
VANGUARD GROUP INC	24	1	0.00%	0.00%	0.01%	Q2 2014	Q3 2023	34
Efficient Advisors, LLC	34	34	0.02%	0.12%	0.25%	Q2 2015	Q3 2023	34
Baird Financial Group, Inc.	34	34	0.02%	0.12%	0.51%	Q2 2015	Q3 2023	34
Freedom Investment Management, Inc.	16	3	0.02%	0.30%	1.44%	Q1 2013	Q3 2023	34
ALLIANCEBERNSTEIN L.P.	32	2	0.00%	0.01%	0.02%	Q3 2014	Q3 2023	34
Cetera Advisors LLC	34	34	0.02%	0.05%	0.11%	Q2 2015	Q3 2023	34
FIRST NATIONAL TRUST CO	34	34	0.18%	0.42%	0.82%	Q2 2015	Q3 2023	34
MOTCO	33	33	0.00%	0.02%	0.04%	Q3 2015	Q3 2023	33
CAPTRUST FINANCIAL ADVISORS	26	1	0.00%	0.05%	0.70%	Q1 2014	Q3 2023	33
CWM, LLC	25	8	0.00%	0.02%	0.06%	Q2 2015	Q3 2023	33
Raymond James Financial Services Advisors, Inc.	33	33	0.02%	0.20%	0.29%	Q3 2015	Q3 2023	33
Psagot Value Holdings Ltd.	29	4	0.00%	0.08%	0.42%	Q2 2013	Q3 2021	33
Covington Investment Advisors Inc.	33	33	0.15%	1.17%	2.04%	Q3 2015	Q3 2023	33
CLEAR STREET MARKETS LLC	13	1	0.02%	0.89%	4.59%	Q2 2014	Q3 2023	33
LINCOLN NATIONAL CORP	33	33	0.02%	0.03%	0.05%	Q3 2015	Q3 2023	33
WEALTHCARE CAPITAL MANAGEMENT LLC	33	33	0.01%	0.07%	0.18%	Q1 2014	Q1 2022	33
Regis Management CO LLC	29	1	0.08%	0.55%	1.61%	Q4 2013	Q3 2023	33
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	21	4	0.01%	0.08%	0.30%	Q4 2013	Q3 2023	33
Dakota Wealth Management	32	32	0.04%	0.61%	1.54%	Q4 2014	Q3 2022	32
Advisory Services Network, LLC	27	5	0.00%	0.09%	0.27%	Q3 2015	Q3 2023	32
Veritable, L.P.	26	6	0.00%	0.04%	0.09%	Q4 2013	Q2 2023	32
Berkeley Capital Partners, LLC	32	32	1.50%	7.17%	13.12%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.01%	0.05%	Q4 2015	Q3 2023	32
Sigma Planning Corp	31	1	0.03%	0.09%	0.25%	Q1 2015	Q3 2023	32
Advisory Alpha, LLC	12	3	0.00%	1.89%	9.49%	Q4 2014	Q3 2023	32
Blue Chip Partners, LLC	32	32	0.03%	7.69%	10.49%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.04%	0.27%	0.80%	Q1 2016	Q4 2023	32
ROCKLAND TRUST CO	17	15	0.06%	0.09%	0.14%	Q2 2013	Q3 2023	32
Bishop & Co Investment Management, LLC	32	32	10.51%	19.71%	27.70%	Q4 2015	Q3 2023	32
BLAIR WILLIAM & CO/IL	32	32	0.01%	0.03%	0.10%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.06%	0.22%	0.70%	Q4 2015	Q3 2023	32
KEYBANK NATIONAL ASSOCIATION/OH	32	32	0.16%	0.32%	0.50%	Q4 2015	Q3 2023	32
CAHILL FINANCIAL ADVISORS INC	32	32	0.18%	0.28%	0.39%	Q4 2015	Q3 2023	32
STATE STREET CORP	32	32	0.00%	0.00%	0.01%	Q3 2015	Q2 2023	32
Trust Co	31	31	0.03%	0.16%	0.76%	Q1 2015	Q3 2022	31
IFP Advisors, Inc	17	14	0.01%	0.15%	0.50%	Q4 2015	Q3 2023	31
Allianz Asset Management GmbH	22	9	0.00%	0.06%	0.18%	Q2 2014	Q2 2023	31
COMERICA BANK	29	1	0.00%	0.01%	0.05%	Q3 2013	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.01%	0.06%	0.68%	Q1 2016	Q3 2023	31
ADVISORY RESEARCH INC	31	31	0.01%	0.20%	0.51%	Q1 2016	Q3 2023	31
Homrich & Berg	25	1	0.01%	0.05%	0.19%	Q2 2013	Q3 2021	31
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	18	13	0.01%	0.73%	1.68%	Q4 2014	Q1 2023	31
Cambridge Advisors Inc.	31	31	1.83%	2.81%	3.51%	Q1 2016	Q3 2023	31
American Investment Services, Inc.	31	31	0.12%	0.19%	0.25%	Q2 2014	Q4 2021	31
Charles Schwab Investment Advisory, Inc.	31	31	0.00%	2.32%	7.93%	Q1 2016	Q3 2023	31
Koshinski Asset Management, Inc.	16	15	0.07%	0.30%	0.66%	Q4 2015	Q3 2023	31
Landmark Financial Advisors, LLC	31	31	0.10%	1.13%	3.90%	Q4 2014	Q2 2022	31
NAPLES GLOBAL ADVISORS, LLC	31	31	0.15%	0.28%	0.43%	Q1 2016	Q3 2023	31
RiverFront Investment Group, LLC	31	31	2.01%	5.26%	9.74%	Q1 2016	Q3 2023	31
Peak Financial Management, Inc.	30	1	2.15%	2.89%	3.36%	Q4 2015	Q3 2023	31
AMI INVESTMENT MANAGEMENT INC	31	31	0.13%	1.86%	2.61%	Q1 2016	Q3 2023	31
Chicago Partners Investment Group LLC	31	31	0.02%	0.09%	0.18%	Q1 2016	Q3 2023	31
JUNCTURE WEALTH STRATEGIES, LLC	29	1	0.17%	0.97%	1.98%	Q4 2014	Q4 2023	30
Wealthcare Advisory Partners LLC	30	30	0.05%	1.78%	4.89%	Q2 2016	Q3 2023	30
OPPENHEIMER & CO INC	21	4	0.01%	0.06%	0.26%	Q4 2015	Q3 2023	30
HEADINVEST, LLC	18	12	0.13%	0.78%	1.68%	Q1 2015	Q3 2023	30
TWIN CAPITAL MANAGEMENT INC	30	30	0.15%	0.82%	1.96%	Q2 2013	Q3 2020	30
FAGAN ASSOCIATES, INC.	30	30	0.19%	1.50%	4.08%	Q2 2016	Q3 2023	30
MCF Advisors LLC	19	4	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.06%	0.14%	0.25%	Q2 2013	Q3 2020	30
GAMBLE JONES INVESTMENT COUNSEL	23	2	0.02%	0.03%	0.13%	Q2 2013	Q4 2022	30
Mirae Asset Global Investments Co., Ltd.	23	2	0.05%	0.39%	2.26%	Q2 2013	Q3 2023	30
JANE STREET GROUP, LLC	11	1	0.00%	0.06%	0.32%	Q1 2014	Q3 2023	30
First PREMIER Bank	29	29	0.01%	0.02%	0.14%	Q3 2016	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.00%	0.01%	Q3 2013	Q3 2023	29
Daiwa Securities Group Inc.	29	29	0.00%	0.02%	0.04%	Q3 2016	Q3 2023	29
Cornerstone Wealth Management, LLC	25	1	0.85%	1.82%	3.73%	Q1 2016	Q3 2023	29
Winfield Associates, Inc.	21	8	0.30%	1.03%	2.32%	Q4 2014	Q1 2022	29
DELTA ASSET MANAGEMENT LLC/TN	25	4	0.01%	0.01%	0.01%	Q4 2015	Q3 2023	29
PARK AVENUE SECURITIES LLC	27	2	0.07%	0.26%	0.66%	Q4 2015	Q3 2023	29
CULBERTSON A N & CO INC	29	29	0.05%	0.13%	0.27%	Q3 2016	Q3 2023	29
NORTHERN TRUST CORP	26	3	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	29
Bell Bank	20	9	0.41%	1.56%	3.30%	Q3 2015	Q1 2023	29
Horizon Investment Services, LLC	29	29	0.12%	0.41%	0.88%	Q4 2014	Q4 2021	29
BAR HARBOR TRUST SERVICES	29	29	0.06%	0.33%	0.88%	Q1 2015	Q1 2022	29
Pekin Hardy Strauss, Inc.	18	11	0.03%	0.10%	0.30%	Q2 2016	Q3 2023	29
Norway Savings Bank	28	28	2.97%	5.64%	7.38%	Q4 2016	Q3 2023	28
KAYS FINANCIAL ADVISORY CORP /ADV	28	28	2.68%	8.43%	14.25%	Q4 2013	Q3 2020	28
MACROVIEW INVESTMENT MANAGEMENT LLC	28	28	0.18%	0.38%	1.12%	Q4 2016	Q3 2023	28
THRIVENT FINANCIAL FOR LUTHERANS	27	1	0.06%	0.23%	0.51%	Q2 2013	Q3 2023	28
Parallel Advisors, LLC	28	28	0.01%	0.12%	0.53%	Q4 2016	Q3 2023	28
NEXT Financial Group, Inc	14	1	0.00%	0.07%	0.22%	Q3 2014	Q4 2021	28
Windsor Capital Management, LLC	27	1	0.02%	0.32%	2.28%	Q2 2013	Q1 2022	28
M Holdings Securities, Inc.	20	1	0.05%	0.96%	3.03%	Q4 2013	Q2 2023	28
Sargent Bickham Lagudis LLC	28	28	0.00%	0.03%	0.06%	Q1 2016	Q4 2022	28
AOZORA BANK, LTD.	15	13	7.12%	19.57%	30.58%	Q3 2016	Q3 2023	28
QUANTUM CAPITAL MANAGEMENT	28	28	0.57%	1.00%	2.12%	Q2 2013	Q1 2020	28
Migdal Insurance & Financial Holdings Ltd.	28	28	0.01%	0.10%	0.26%	Q4 2016	Q3 2023	28
Jacobi Capital Management LLC	22	6	0.01%	0.07%	0.40%	Q2 2016	Q3 2023	28
Carroll Financial Associates, Inc.	26	2	0.00%	0.01%	0.04%	Q4 2014	Q4 2021	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.16%	0.54%	1.40%	Q4 2016	Q3 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.05%	0.51%	2.02%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.00%	0.15%	1.07%	Q4 2016	Q3 2023	28
Sandy Spring Bank	24	2	0.00%	0.04%	0.13%	Q3 2015	Q3 2023	28
RWA WEALTH PARTNERS, LLC	28	28	0.01%	1.22%	4.23%	Q4 2016	Q3 2023	28
RKL Wealth Management LLC	28	28	0.22%	2.32%	3.01%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.23%	0.63%	1.33%	Q4 2016	Q3 2023	28
Gradient Investments LLC	22	1	0.00%	0.07%	1.93%	Q2 2016	Q3 2023	28
CHILTON CAPITAL MANAGEMENT LLC	21	3	0.00%	0.05%	0.47%	Q2 2013	Q3 2023	28
Callahan Advisors, LLC	16	1	0.04%	0.29%	0.89%	Q2 2013	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.04%	0.10%	0.20%	Q4 2016	Q3 2023	28
Raab & Moskowitz Asset Management LLC	26	1	0.01%	0.16%	0.30%	Q4 2014	Q2 2023	28
Perennial Advisors, LLC	28	28	0.57%	1.49%	2.46%	Q4 2016	Q3 2023	28
FIRST MANHATTAN CO. LLC.	19	9	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	28
Global Retirement Partners, LLC	20	7	0.32%	1.04%	1.98%	Q4 2016	Q3 2023	27
First Horizon Advisors, Inc.	27	27	0.00%	0.08%	0.21%	Q1 2017	Q3 2023	27
MASSMUTUAL TRUST CO FSB/ADV	25	2	0.00%	0.31%	0.47%	Q2 2014	Q4 2023	27
Advocacy Wealth Management Services, LLC	27	27	0.01%	0.04%	0.10%	Q1 2016	Q3 2022	27
OLD NATIONAL BANCORP /IN/	23	4	0.02%	0.22%	0.50%	Q1 2015	Q3 2023	27
MILLENNIUM MANAGEMENT LLC	13	1	0.00%	0.01%	0.07%	Q4 2014	Q3 2023	27
AUA CAPITAL MANAGEMENT, LLC	27	27	0.72%	1.16%	1.73%	Q1 2017	Q3 2023	27
GOULD ASSET MANAGEMENT LLC /CA/	27	27	0.10%	0.13%	0.20%	Q1 2017	Q3 2023	27
Citadel Advisors	7	1	0.00%	0.01%	0.08%	Q4 2015	Q3 2023	27
SFMG, LLC	27	27	0.06%	0.11%	0.20%	Q2 2013	Q4 2019	27
Boltwood Capital Management	26	1	0.17%	1.28%	2.30%	Q4 2015	Q3 2022	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.11%	0.31%	1.06%	Q2 2013	Q4 2019	27
Evercore Wealth Management, LLC	18	9	0.00%	0.01%	0.02%	Q1 2015	Q1 2022	27
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	27	27	0.36%	10.37%	28.93%	Q2 2013	Q4 2019	27
GREENLEAF TRUST	14	13	0.00%	0.06%	0.35%	Q3 2015	Q3 2023	27
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	27	27	0.00%	0.02%	0.09%	Q4 2016	Q2 2023	27
ANCHOR CAPITAL ADVISORS LLC	27	27	0.20%	0.52%	0.85%	Q1 2017	Q3 2023	27
Allworth Financial LP	26	1	0.00%	0.04%	0.10%	Q1 2015	Q3 2023	27
SUNTRUST BANKS INC	26	26	0.01%	0.04%	0.13%	Q2 2013	Q3 2019	26
Kalos Management, Inc.	15	1	0.02%	0.57%	1.44%	Q4 2015	Q1 2023	26
Harel Insurance Investments & Financial Services Ltd.	11	5	0.00%	0.08%	0.37%	Q1 2016	Q3 2023	26
Regal Investment Advisors LLC	10	1	0.03%	0.24%	0.54%	Q2 2013	Q3 2023	26
NOVARE CAPITAL MANAGEMENT LLC	26	26	0.07%	0.33%	0.90%	Q2 2017	Q3 2023	26
SONATA CAPITAL GROUP INC	26	26	0.17%	0.30%	0.42%	Q2 2017	Q3 2023	26
Granite Investment Advisors, LLC	26	26	0.04%	0.21%	0.47%	Q2 2015	Q3 2021	26
AE Wealth Management LLC	26	26	0.03%	0.09%	0.29%	Q2 2017	Q3 2023	26
DAVENPORT & Co LLC	26	26	0.01%	0.11%	0.18%	Q2 2017	Q3 2023	26
Vigilant Capital Management, LLC	21	1	0.00%	0.13%	0.49%	Q2 2013	Q2 2022	26
PINNACLE FINANCIAL PARTNERS INC	26	26	0.04%	0.61%	2.23%	Q2 2017	Q3 2023	26
Cribstone Capital Management, LLC	26	26	0.03%	1.69%	3.82%	Q1 2016	Q2 2022	26
Capital Investment Advisory Services, LLC	26	26	0.00%	0.09%	0.28%	Q2 2017	Q3 2023	26
Capital Directions Investment Advisors, LLC	11	1	0.00%	1.14%	1.74%	Q2 2013	Q4 2022	26
MML INVESTORS SERVICES, LLC	26	26	0.03%	0.05%	0.12%	Q2 2017	Q3 2023	26
Neumann Capital Management, LLC	26	26	0.17%	0.81%	1.55%	Q2 2017	Q3 2023	26
BOSTON ADVISORS LLC	26	26	0.02%	0.05%	0.23%	Q2 2013	Q3 2019	26
Cutler Group LLC / CA	5	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	25
JNBA Financial Advisors	10	2	0.00%	0.01%	0.03%	Q1 2016	Q3 2023	25
Westbourne Investment Advisors, Inc.	20	5	0.10%	0.75%	1.03%	Q2 2015	Q4 2021	25
JOHNSON INVESTMENT COUNSEL INC	25	25	0.10%	0.30%	0.39%	Q2 2013	Q2 2019	25
STEPHENS INC /AR/	22	3	0.07%	0.43%	3.16%	Q2 2013	Q3 2023	25
Patten Group, Inc.	14	11	0.01%	0.10%	0.23%	Q4 2015	Q3 2023	25
Garde Capital, Inc.	25	25	0.08%	1.29%	2.85%	Q2 2014	Q2 2020	25
OneDigital Investment Advisors LLC	20	5	0.02%	0.09%	0.33%	Q2 2017	Q3 2023	25
Twele Capital Management, Inc.	24	1	0.04%	0.29%	0.80%	Q2 2015	Q3 2023	25
Colorado Capital Management, Inc.	25	25	0.25%	2.46%	4.81%	Q3 2017	Q3 2023	25
Roundview Capital LLC	25	25	0.04%	0.33%	0.78%	Q3 2017	Q3 2023	25
CWA Asset Management Group, LLC	13	1	0.03%	1.42%	4.00%	Q4 2016	Q3 2023	24
BARCLAYS PLC	9	1	0.00%	0.00%	0.03%	Q3 2013	Q3 2022	24
Sound Income Strategies, LLC	24	24	0.00%	0.01%	0.06%	Q4 2017	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	2.35%	3.09%	3.69%	Q4 2017	Q3 2023	24
Manning & Napier Group, LLC	24	24	0.02%	0.06%	0.15%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.01%	0.12%	0.38%	Q4 2017	Q3 2023	24
INR ADVISORY SERVICES LLC	24	24	0.22%	9.22%	15.62%	Q2 2013	Q1 2019	24
Capital Advisors, Ltd. LLC	24	24	0.00%	0.04%	0.68%	Q4 2017	Q3 2023	24
AJ WEALTH STRATEGIES, LLC	24	24	0.01%	0.41%	1.02%	Q3 2017	Q2 2023	24
BOKF, NA	15	9	0.01%	0.13%	0.20%	Q3 2017	Q3 2023	24
FineMark National Bank & Trust	17	1	0.01%	0.03%	0.08%	Q1 2014	Q2 2023	24
IndexIQ Advisors LLC	24	24	0.08%	2.04%	3.88%	Q2 2016	Q1 2022	24
PEAPACK GLADSTONE FINANCIAL CORP	19	5	0.00%	0.01%	0.03%	Q3 2017	Q3 2023	24
PFG Advisors	24	24	0.11%	0.33%	0.89%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.04%	1.23%	3.14%	Q4 2017	Q3 2023	24
Cambria Investment Management, L.P.	24	24	0.12%	0.30%	0.64%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.05%	0.09%	0.16%	Q4 2017	Q3 2023	24
Tower Research Capital LLC (TRC)	12	1	0.00%	0.00%	0.03%	Q3 2013	Q3 2023	24
Ridgewood Investments LLC	22	2	0.09%	0.60%	1.03%	Q4 2016	Q2 2023	24
FDx Advisors, Inc.	11	1	0.01%	0.05%	0.12%	Q4 2013	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
Cypress Wealth Services, LLC	24	24	0.89%	1.57%	2.16%	Q4 2017	Q3 2023	24
Bigelow Investment Advisors, LLC	24	24	0.93%	3.07%	5.54%	Q4 2017	Q3 2023	24
FIRST MERCHANTS CORP	14	10	0.02%	0.04%	0.06%	Q3 2017	Q3 2023	24
Lattice Strategies LLC	24	24	0.31%	1.21%	3.17%	Q2 2013	Q1 2019	24
Towerpoint Wealth, LLC	24	24	3.72%	10.30%	13.33%	Q4 2017	Q3 2023	24
Financial Architects, Inc	11	1	0.00%	0.02%	0.08%	Q4 2014	Q2 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.11%	0.15%	0.20%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.08%	0.23%	0.51%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.10%	0.84%	2.77%	Q4 2017	Q3 2023	24
BCWM, LLC	23	23	0.17%	0.30%	0.52%	Q1 2018	Q3 2023	23
Stonehage Fleming Financial Services Holdings Ltd	23	23	0.03%	0.24%	0.60%	Q1 2018	Q3 2023	23
RFG Advisory, LLC	13	1	0.02%	0.23%	1.22%	Q2 2015	Q3 2023	23
VICUS CAPITAL	19	2	0.03%	0.48%	1.26%	Q3 2016	Q2 2023	23
SIGNATUREFD, LLC	14	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	23
CENTRAL TRUST Co	10	5	0.00%	0.04%	0.18%	Q3 2015	Q3 2023	23
AMUSSEN HUNSAKER ASSOCIATES LLC	20	3	0.15%	1.36%	3.85%	Q2 2017	Q3 2023	23
ASPIRIANT, LLC	23	23	0.07%	0.20%	0.49%	Q1 2017	Q3 2022	23
IFG Advisory, LLC	22	1	0.03%	0.13%	0.30%	Q4 2017	Q3 2023	23
REILLY FINANCIAL ADVISORS, LLC	15	3	0.00%	0.00%	0.01%	Q4 2015	Q4 2021	23
Bedel Financial Consulting, Inc.	23	23	0.06%	0.17%	0.30%	Q4 2017	Q2 2023	23
Bernicke Wealth Management, Ltd.	23	23	20.10%	35.76%	40.68%	Q4 2014	Q2 2020	23
TRUST CO OF VIRGINIA /VA	23	23	0.03%	1.60%	2.35%	Q1 2018	Q3 2023	23
Patriot Financial Group Insurance Agency, LLC	23	23	0.02%	0.13%	0.45%	Q4 2016	Q2 2022	23
AdvisorNet Financial, Inc	13	10	0.00%	0.02%	0.47%	Q4 2017	Q3 2023	23
Winch Advisory Services, LLC	23	23	0.00%	1.43%	12.03%	Q2 2016	Q4 2021	23
FMR LLC	21	1	0.00%	0.00%	0.00%	Q1 2017	Q3 2023	23
BOSTON FINANCIAL MANGEMENT LLC	23	23	0.01%	0.04%	0.07%	Q2 2016	Q4 2021	23
NYL Investors LLC	23	23	0.86%	3.92%	7.23%	Q1 2018	Q3 2023	23
OPTIMUM INVESTMENT ADVISORS	23	23	0.03%	0.10%	0.21%	Q1 2018	Q3 2023	23
Peninsula Wealth, LLC	23	23	0.74%	1.05%	1.36%	Q1 2018	Q3 2023	23
Ullmann Wealth Partners Group, LLC	23	23	0.07%	0.31%	1.89%	Q4 2016	Q2 2022	23
Independence Bank of Kentucky	23	23	0.01%	0.95%	2.26%	Q1 2018	Q3 2023	23
RATIONAL ADVISORS LLC	23	23	0.04%	1.29%	3.59%	Q1 2018	Q3 2023	23
Mariner, LLC	15	1	0.00%	0.09%	0.35%	Q3 2016	Q3 2023	23
Voya Financial Advisors, Inc.	22	22	0.02%	0.07%	0.20%	Q2 2016	Q3 2021	22
Advisors Capital Management, LLC	22	22	0.02%	0.64%	1.07%	Q2 2018	Q3 2023	22
Mitsubishi UFJ Asset Management Co., Ltd.	22	22	0.15%	0.77%	1.70%	Q2 2018	Q3 2023	22
GERMAN AMERICAN BANCORP, INC.	22	22	0.24%	0.52%	0.86%	Q2 2018	Q3 2023	22
Baker Ellis Asset Management LLC	16	6	0.04%	0.14%	0.25%	Q1 2015	Q3 2023	22
RAYMOND JAMES TRUST N.A.	22	22	0.02%	0.12%	0.19%	Q2 2018	Q3 2023	22
Weatherstone Capital Management	21	1	0.18%	1.54%	4.34%	Q2 2013	Q1 2019	22
Greenwich Wealth Management LLC	22	22	0.07%	0.24%	0.46%	Q2 2018	Q3 2023	22
StoneX Group Inc.	19	3	0.10%	0.31%	0.76%	Q2 2017	Q3 2023	22
Wilshire Advisors LLC	22	22	1.86%	4.98%	9.65%	Q4 2015	Q1 2021	22
Stelac Advisory Services LLC	22	22	0.10%	0.34%	1.22%	Q2 2018	Q3 2023	22
NewEdge Advisors, LLC	19	3	0.00%	0.15%	0.44%	Q2 2017	Q3 2023	22
CAPE COD FIVE CENTS SAVINGS BANK	22	22	2.41%	4.77%	7.90%	Q2 2018	Q3 2023	22
Belpointe Asset Management LLC	18	2	0.01%	0.06%	0.15%	Q3 2017	Q3 2023	22
WESBANCO BANK INC	11	3	0.01%	0.06%	0.24%	Q3 2013	Q3 2023	22
DEARBORN PARTNERS LLC	15	7	0.03%	0.07%	0.10%	Q1 2015	Q3 2023	22
BNP PARIBAS FINANCIAL MARKETS	19	3	0.00%	0.01%	0.08%	Q1 2018	Q3 2023	22
Rathbones Group PLC	21	21	0.01%	0.03%	0.06%	Q3 2018	Q3 2023	21
JACOBSON & SCHMITT ADVISORS, LLC	19	2	0.59%	7.30%	11.98%	Q4 2014	Q1 2020	21
Heritage Trust Co	16	1	0.00%	0.34%	0.76%	Q3 2017	Q3 2023	21
Polaris Wealth Advisory Group, LLC	12	4	0.02%	0.11%	0.35%	Q2 2013	Q3 2023	21
SouthState Corp	19	2	0.02%	0.33%	1.11%	Q2 2018	Q3 2023	21
B. Riley Wealth Management, Inc.	15	6	0.00%	0.20%	0.75%	Q1 2014	Q2 2022	21
Trilogy Capital Inc.	21	21	0.78%	0.95%	1.40%	Q4 2017	Q4 2022	21
Good Life Advisors, LLC	18	1	0.03%	2.11%	4.97%	Q4 2016	Q2 2023	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.54%	1.90%	5.56%	Q4 2017	Q4 2022	21
Resource Planning Group	21	21	0.22%	7.32%	13.93%	Q3 2018	Q3 2023	21
BESSEMER GROUP INC	14	1	0.00%	0.02%	0.13%	Q2 2013	Q3 2023	21
Johanson Financial Advisors, Inc.	20	1	0.20%	0.46%	0.61%	Q3 2016	Q4 2021	21
TCI Wealth Advisors, Inc.	19	1	0.00%	0.01%	0.02%	Q4 2015	Q1 2023	21
CIBC WORLD MARKET INC.	15	1	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	21
Crewe Advisors LLC	21	21	0.00%	0.05%	0.14%	Q3 2018	Q3 2023	21
BANK HAPOALIM BM	14	1	0.05%	0.43%	0.89%	Q4 2015	Q3 2023	21
Sunesis Advisors, LLC	20	1	1.14%	2.68%	3.62%	Q2 2018	Q3 2023	21
EDMOND DE ROTHSCHILD HOLDING S.A.	12	9	0.00%	0.00%	0.00%	Q2 2015	Q1 2023	21
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	21	21	0.01%	0.25%	0.79%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.02%	0.08%	0.15%	Q1 2017	Q3 2023	21
Occidental Asset Management, LLC	19	2	0.11%	0.39%	0.75%	Q1 2014	Q3 2023	21
TODD ASSET MANAGEMENT LLC	16	5	0.01%	0.02%	0.06%	Q1 2015	Q2 2021	21
AFAM CAPITAL, INC.	21	21	0.15%	1.45%	3.56%	Q2 2013	Q2 2018	21
Arete Wealth Advisors, LLC	20	1	0.08%	0.69%	1.56%	Q4 2017	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.01%	0.04%	0.06%	Q3 2018	Q3 2023	21
Covington Capital Management	21	21	0.00%	0.01%	0.01%	Q3 2017	Q3 2022	21
Perigon Wealth Management, LLC	9	4	0.02%	0.08%	0.33%	Q2 2016	Q3 2023	21
NORTHSTAR INVESTMENT ADVISORS LLC	21	21	0.04%	0.86%	2.39%	Q2 2013	Q2 2018	21
Asset Planning Services, Ltd.	11	1	0.02%	0.11%	0.39%	Q2 2015	Q4 2021	21
PHILADELPHIA TRUST CO	10	5	0.02%	0.41%	1.48%	Q1 2016	Q3 2022	21
Parkside Advisors LLC	21	21	0.22%	1.07%	1.48%	Q4 2018	Q4 2023	21
SeaCrest Wealth Management, LLC	14	7	0.03%	0.04%	0.06%	Q4 2017	Q3 2023	21
Ford Financial Group, LLC	21	21	0.25%	2.26%	3.36%	Q4 2017	Q4 2022	21
AVANTAX ADVISORY SERVICES, INC.	20	20	0.02%	0.06%	0.10%	Q4 2018	Q3 2023	20
LITTLE HOUSE CAPITAL LLC	20	20	0.17%	1.09%	3.58%	Q4 2018	Q3 2023	20
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	12	8	0.02%	0.02%	0.03%	Q3 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.09%	0.23%	0.62%	Q4 2018	Q3 2023	20
INNEALTA CAPITAL, LLC	20	20	0.23%	1.17%	7.07%	Q4 2018	Q3 2023	20
Summit Financial, LLC	20	20	0.11%	0.23%	0.44%	Q4 2018	Q3 2023	20
MGO ONE SEVEN LLC	17	1	0.01%	0.38%	0.83%	Q4 2017	Q3 2023	20
Truepoint, Inc.	13	1	0.02%	0.12%	0.42%	Q3 2017	Q4 2022	20
Summit Financial Wealth Advisors, LLC	19	1	0.03%	0.45%	0.86%	Q3 2015	Q2 2022	20
GenTrust, LLC	20	20	0.05%	1.71%	3.17%	Q4 2018	Q3 2023	20
Varma Mutual Pension Insurance Co	19	1	1.69%	2.89%	4.55%	Q4 2017	Q3 2023	20
Old Port Advisors	18	1	0.09%	0.56%	0.86%	Q2 2018	Q3 2023	20
Evanson Asset Management, LLC	11	9	0.03%	0.07%	0.41%	Q2 2016	Q4 2021	20
LYELL WEALTH MANAGEMENT, LP	12	8	0.18%	0.40%	0.60%	Q4 2016	Q3 2022	20
Hanson & Doremus Investment Management	16	1	0.00%	0.25%	4.81%	Q4 2017	Q3 2023	20
McIlrath & Eck, LLC	20	20	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.01%	0.01%	0.07%	Q4 2018	Q3 2023	20
Columbus Macro, LLC	20	20	0.42%	0.72%	1.82%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.11%	0.23%	0.35%	Q4 2017	Q3 2022	20
180 WEALTH ADVISORS, LLC	14	1	0.06%	0.08%	0.14%	Q4 2017	Q3 2023	20
Aspire Private Capital, LLC	20	20	0.00%	0.29%	0.51%	Q4 2018	Q3 2023	20
Valeo Financial Advisors, LLC	19	1	0.00%	0.02%	0.04%	Q3 2018	Q3 2023	20
Wealthfront Advisers LLC	20	20	0.05%	0.09%	0.17%	Q4 2018	Q3 2023	20
Larson Financial Group LLC	20	20	0.00%	0.01%	0.03%	Q4 2018	Q3 2023	20
Asset Dedication, LLC	18	1	0.00%	0.00%	0.06%	Q4 2015	Q3 2023	20
PROTECTIVE LIFE CORP	20	20	5.24%	6.81%	7.74%	Q3 2018	Q2 2023	20
Redhawk Wealth Advisors, Inc.	14	6	0.67%	1.94%	4.38%	Q3 2018	Q3 2023	20
B. Riley Wealth Advisors, Inc.	19	1	0.00%	0.05%	0.10%	Q4 2014	Q3 2023	20
CRA Financial Services, LLC	20	20	0.25%	0.81%	1.32%	Q4 2018	Q3 2023	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.03%	0.05%	0.07%	Q2 2013	Q1 2018	20
SEGALL BRYANT & HAMILL, LLC	14	6	0.00%	0.01%	0.02%	Q2 2018	Q2 2023	20
KMG FIDUCIARY PARTNERS, LLC	20	20	0.47%	0.74%	1.10%	Q4 2018	Q3 2023	20
D.B. Root & Company, LLC	20	20	0.16%	1.24%	4.48%	Q4 2017	Q3 2022	20
TRUSTCORE FINANCIAL SERVICES, LLC	18	2	0.00%	0.01%	0.01%	Q4 2017	Q4 2022	20
Shamrock Asset Management LLC	20	20	0.01%	0.13%	0.79%	Q2 2013	Q1 2018	20
TOWNSQUARE CAPITAL LLC	20	20	0.55%	1.22%	3.48%	Q4 2018	Q3 2023	20
USCA RIA LLC	19	19	0.03%	0.05%	0.08%	Q4 2016	Q2 2021	19
NISA INVESTMENT ADVISORS, LLC	19	19	0.08%	0.10%	0.13%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	3.62%	4.48%	5.39%	Q1 2019	Q3 2023	19
Snowden Capital Advisors LLC	10	1	0.02%	0.08%	0.18%	Q1 2016	Q3 2023	19
Western Wealth Management, LLC	11	8	0.12%	0.30%	0.63%	Q4 2018	Q3 2023	19
Altium Wealth Management LLC	19	19	1.29%	2.76%	3.79%	Q4 2017	Q2 2022	19
Kovitz Investment Group Partners, LLC	19	19	0.03%	0.07%	0.11%	Q1 2019	Q3 2023	19
Kingsview Wealth Management, LLC	12	1	0.03%	0.06%	0.15%	Q3 2017	Q3 2023	19
Narwhal Capital Management	19	19	0.02%	0.14%	0.53%	Q3 2017	Q1 2022	19
WOLVERINE TRADING, LLC	6	1	0.00%	0.00%	0.00%	Q3 2016	Q1 2021	19
ROWLAND CARMICHAEL ADVISORS INC /ADV	19	19	0.00%	0.47%	1.53%	Q2 2016	Q4 2020	19
FRANKLIN RESOURCES INC	19	19	0.00%	0.03%	0.14%	Q1 2019	Q3 2023	19
TSFG, LLC	19	19	0.07%	0.14%	0.24%	Q1 2019	Q3 2023	19
Bell Rock Capital LLC	16	1	0.06%	0.20%	0.52%	Q4 2016	Q3 2022	19
BAILARD, INC.	15	4	0.03%	0.40%	0.89%	Q3 2014	Q4 2019	19
WBI INVESTMENTS, LLC	8	3	0.17%	1.45%	3.64%	Q2 2013	Q4 2020	19
Keeley-Teton Advisors, LLC	10	9	0.03%	0.07%	0.12%	Q4 2018	Q3 2023	19
Lenox Wealth Advisors, LLC	18	1	0.00%	0.02%	0.10%	Q3 2016	Q1 2022	19
AT Bancorp	19	19	0.10%	0.27%	0.76%	Q3 2014	Q1 2019	19
Clearwater Capital Advisors, LLC	19	19	0.03%	1.43%	2.18%	Q2 2016	Q4 2020	19
LAZARD ASSET MANAGEMENT LLC	14	5	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	19
Realta Investment Advisors	19	19	0.04%	0.07%	0.10%	Q1 2019	Q3 2023	19
THOMPSON DAVIS & CO., INC.	19	19	0.07%	0.12%	0.18%	Q1 2014	Q3 2018	19
STALEY CAPITAL ADVISERS INC	14	5	0.02%	0.07%	0.11%	Q2 2018	Q3 2023	19
Rockefeller Capital Management L.P.	19	19	0.02%	0.09%	0.16%	Q1 2019	Q3 2023	19
WealthTrust Fairport, LLC	16	3	0.00%	0.63%	0.88%	Q1 2014	Q1 2019	19
IFC Holdings Incorporated/FL	19	19	0.03%	0.05%	0.07%	Q2 2013	Q4 2017	19
ETRADE Capital Management LLC	19	19	1.94%	4.36%	6.48%	Q1 2016	Q3 2020	19
Private Capital Group, LLC	19	19	0.14%	0.19%	0.29%	Q4 2017	Q2 2022	19
Parallax Volatility Advisers, L.P.	19	19	0.00%	0.00%	0.00%	Q4 2014	Q2 2019	19
Prospera Financial Services Inc	17	1	0.02%	0.17%	1.06%	Q3 2013	Q3 2023	19
Capital Asset Advisory Services LLC	11	3	0.02%	0.65%	3.82%	Q4 2016	Q3 2023	18
Ancora Advisors LLC	16	1	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	18
SEI INVESTMENTS CO	12	1	0.00%	0.00%	0.00%	Q3 2015	Q1 2022	18
BENJAMIN EDWARDS INC	18	18	0.09%	0.54%	1.22%	Q2 2019	Q3 2023	18
London & Capital Asset Management Ltd	13	5	0.09%	0.25%	0.75%	Q4 2018	Q3 2023	18
Friedenthal Financial	6	1	0.22%	2.13%	5.41%	Q4 2014	Q3 2023	18
LFA - Lugano Financial Advisors SA	16	2	3.40%	6.71%	19.96%	Q1 2019	Q3 2023	18
Lombard Odier Asset Management (Europe) Ltd	15	1	0.04%	0.67%	3.11%	Q3 2016	Q2 2021	18
Avidian Wealth Solutions, LLC	18	18	0.02%	0.70%	2.35%	Q1 2019	Q2 2023	18
TrinityPoint Wealth, LLC	18	18	0.29%	0.69%	1.23%	Q2 2019	Q3 2023	18
Vestmark Advisory Solutions, Inc.	18	18	0.25%	0.79%	1.54%	Q1 2019	Q2 2023	18
Mutual Advisors, LLC	18	18	0.01%	0.11%	0.24%	Q2 2019	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.03%	0.09%	0.16%	Q2 2013	Q3 2017	18
LifePlan Financial Group, Inc	18	18	0.19%	0.25%	0.30%	Q2 2016	Q3 2020	18
SevenBridge Financial Group, LLC	13	5	0.00%	0.57%	2.42%	Q2 2016	Q3 2023	18
PrairieView Partners, LLC	17	1	0.00%	1.38%	5.18%	Q4 2017	Q4 2022	18
Vantage Investment Advisors, LLC	18	18	0.02%	0.04%	0.06%	Q2 2014	Q3 2018	18
WestEnd Advisors, LLC	18	18	1.00%	3.57%	7.22%	Q2 2019	Q3 2023	18
Mascoma Wealth Management LLC	12	6	0.01%	0.06%	0.28%	Q1 2018	Q3 2023	18
WealthShield Partners, LLC	15	3	0.00%	0.14%	0.74%	Q4 2017	Q3 2023	18
Sowell Financial Services LLC	11	2	0.06%	0.17%	1.04%	Q4 2018	Q3 2023	18
GOFEN & GLOSSBERG LLC /IL/	18	18	0.01%	0.01%	0.02%	Q1 2018	Q2 2022	18
AMERICAN CENTURY COMPANIES INC	18	18	0.01%	0.02%	0.03%	Q2 2019	Q3 2023	18
Stanley-Laman Group, Ltd.	18	18	0.08%	0.24%	0.76%	Q1 2016	Q2 2020	18
MERCER GLOBAL ADVISORS INC /ADV	12	6	0.01%	0.09%	0.18%	Q1 2019	Q3 2023	18
Archford Capital Strategies, LLC	16	2	0.00%	0.20%	0.43%	Q4 2015	Q1 2022	18
Next Capital Management LLC	18	18	0.12%	0.17%	0.19%	Q4 2018	Q1 2023	18
Ellis Investment Partners, LLC	18	18	0.00%	0.10%	0.17%	Q2 2019	Q3 2023	18
SALEM INVESTMENT COUNSELORS INC	13	4	0.00%	0.00%	0.03%	Q2 2019	Q3 2023	17
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	17	0.01%	0.04%	0.09%	Q2 2017	Q2 2021	17
Braun-Bostich & Associates Inc.	7	4	0.03%	0.70%	2.38%	Q4 2017	Q2 2023	17
Farmers National Bank	15	2	0.04%	1.01%	2.41%	Q4 2014	Q2 2019	17
Baldrige Asset Management LLC	17	17	0.26%	0.43%	0.65%	Q1 2019	Q1 2023	17
Spearhead Capital Advisors, LLC	14	3	0.09%	0.15%	0.21%	Q4 2017	Q2 2022	17
Oxbow Advisors, LLC	17	17	0.04%	0.07%	0.12%	Q2 2018	Q2 2022	17
Glovista Investments LLC	10	1	0.28%	2.59%	9.53%	Q1 2015	Q1 2021	17
ADVANTAGE INVESTMENT MANAGEMENT, LLC	17	17	0.01%	0.46%	1.25%	Q3 2015	Q3 2019	17
Hilton Capital Management, LLC	10	3	0.02%	0.70%	2.84%	Q2 2017	Q3 2023	17
Investors Research Corp	9	8	0.00%	0.01%	0.04%	Q1 2019	Q3 2023	17
MADISON INVESTMENT HOLDINGS INC	13	4	0.07%	0.34%	1.32%	Q2 2013	Q1 2018	17
WELLINGTON MANAGEMENT GROUP LLP	13	4	0.00%	0.00%	0.00%	Q3 2015	Q4 2019	17
MidWestOne Financial Group, Inc.	13	4	0.24%	0.44%	0.69%	Q2 2019	Q3 2023	17
MISSION WEALTH MANAGEMENT, LP	7	4	0.01%	0.02%	0.04%	Q1 2019	Q3 2023	17
Telos Capital Management, Inc.	10	7	0.63%	1.10%	1.78%	Q3 2017	Q3 2023	17
GREAT VALLEY ADVISOR GROUP, INC.	17	17	0.05%	3.20%	8.87%	Q3 2019	Q3 2023	17
Pacifica Partners Inc.	17	17	0.39%	0.86%	1.40%	Q4 2019	Q4 2023	17
Bull Street Advisors, LLC	17	17	2.00%	2.79%	3.58%	Q3 2019	Q3 2023	17
Argent Trust Co	10	1	0.01%	0.03%	0.14%	Q1 2015	Q3 2023	17
ROOSEVELT INVESTMENT GROUP LLC	17	17	0.01%	0.03%	0.07%	Q1 2018	Q1 2022	17
BB&T SECURITIES, LLC	17	17	0.01%	0.26%	0.51%	Q3 2015	Q3 2019	17
HOLLENCREST CAPITAL MANAGEMENT	17	17	0.04%	0.07%	0.10%	Q3 2018	Q3 2022	17
HM PAYSON & CO	17	17	0.00%	0.01%	0.09%	Q2 2019	Q2 2023	17
AlphaStar Capital Management, LLC	13	1	0.06%	0.74%	2.38%	Q4 2017	Q1 2023	16
Moors & Cabot, Inc.	16	16	0.02%	0.05%	0.09%	Q2 2019	Q1 2023	16
Visionary Wealth Advisors	16	16	0.08%	1.38%	2.75%	Q4 2019	Q3 2023	16
SCOTIA CAPITAL INC.	15	1	0.00%	0.14%	0.21%	Q1 2016	Q3 2023	16
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	1	0.00%	0.07%	0.20%	Q4 2016	Q3 2023	16
Cordant, Inc.	16	16	7.04%	8.12%	9.25%	Q4 2019	Q3 2023	16
NATIONAL PLANNING CORP	9	1	0.02%	0.06%	0.22%	Q2 2013	Q3 2017	16
Integrated Advisors Network LLC	16	16	0.06%	0.13%	0.27%	Q4 2019	Q3 2023	16
Brookstone Capital Management	12	2	0.00%	0.08%	0.58%	Q2 2015	Q3 2023	16
Ledyard National Bank	16	16	0.00%	0.04%	0.12%	Q1 2015	Q4 2018	16
Violich Capital Management, Inc.	16	16	0.06%	0.17%	0.34%	Q2 2013	Q1 2017	16
FARMERS & MERCHANTS INVESTMENTS INC	10	1	0.00%	0.00%	0.01%	Q2 2016	Q3 2023	16
BFSG, LLC	16	16	0.05%	1.72%	3.95%	Q1 2017	Q4 2020	16
Aptus Capital Advisors, LLC	16	16	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.05%	0.60%	1.18%	Q4 2019	Q3 2023	16
Carmichael Hill & Associates, Inc.	16	16	0.02%	0.06%	0.08%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	0.31%	0.71%	1.26%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.30%	0.56%	0.82%	Q4 2019	Q3 2023	16
Global Wealth Management Investment Advisory, Inc.	16	16	0.00%	1.14%	3.13%	Q4 2019	Q3 2023	16
SAGE RHINO CAPITAL LLC	15	1	0.10%	0.35%	0.86%	Q3 2019	Q3 2023	16
Kovack Advisors, Inc.	14	2	0.04%	0.10%	0.29%	Q3 2019	Q3 2023	16
Mission Creek Capital Partners, Inc.	16	16	0.12%	0.46%	0.89%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.07%	0.20%	0.42%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.07%	0.12%	0.35%	Q4 2019	Q3 2023	16
MBE Wealth Management, LLC	16	16	1.99%	2.75%	4.15%	Q4 2019	Q3 2023	16
Cardan Capital Partners, LLC	12	4	0.28%	0.47%	0.82%	Q4 2015	Q4 2019	16
Banco Santander, S.A.	16	16	0.00%	0.05%	0.14%	Q1 2018	Q4 2021	16
Lido Advisors, LLC	16	16	0.00%	0.03%	0.06%	Q4 2019	Q3 2023	16
BEAM WEALTH ADVISORS, INC.	16	16	0.14%	0.81%	1.23%	Q4 2019	Q3 2023	16
TRUIST FINANCIAL CORP	16	16	0.13%	0.32%	0.60%	Q4 2019	Q3 2023	16
Archer Investment Corp	16	16	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	16
MARINER INDEPENDENT ADVISOR NETWORK, LLC	8	1	0.04%	0.21%	1.51%	Q4 2015	Q3 2022	16
Liberty Capital Management, Inc.	6	5	0.08%	0.24%	0.40%	Q2 2019	Q3 2023	16
MANNING & NAPIER ADVISORS LLC	16	16	0.00%	0.03%	0.14%	Q4 2013	Q3 2017	16
CREDIT SUISSE AG/	12	4	0.00%	0.01%	0.02%	Q1 2013	Q3 2021	16
Sunburst Financial Group, LLC	16	16	0.52%	3.45%	8.31%	Q4 2019	Q3 2023	16
Robinson Value Management, Ltd.	8	1	1.31%	1.70%	2.22%	Q4 2016	Q1 2022	16
WASHINGTON TRUST Co	15	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	16
Paragon Capital Management Ltd	10	1	0.15%	2.79%	22.63%	Q2 2014	Q4 2020	16
Vectors Research Management, LLC	16	16	0.04%	0.10%	0.18%	Q3 2018	Q2 2022	16
Quantitative Advantage, LLC	16	16	0.71%	1.00%	1.18%	Q2 2014	Q1 2018	16
ATTICUS WEALTH MANAGEMENT, LLC	16	16	0.00%	0.10%	0.34%	Q4 2019	Q3 2023	16
Laffer Tengler Investments, Inc.	14	2	0.00%	0.02%	0.05%	Q2 2013	Q3 2020	16
Charles Schwab Trust Co	16	16	0.10%	2.26%	6.22%	Q4 2019	Q3 2023	16
McCarthy Grittinger Financial Group, LLC	15	1	0.35%	10.08%	12.16%	Q4 2018	Q3 2023	16
Hurlow Wealth Management Group, Inc.	16	16	0.20%	2.17%	2.96%	Q4 2019	Q3 2023	16
Callan Capital, LLC	16	16	0.12%	0.17%	0.23%	Q4 2018	Q3 2022	16
Stokes Family Office, LLC	16	16	0.16%	1.18%	5.97%	Q4 2019	Q3 2023	16
AGF INVESTMENTS INC.	15	15	0.00%	0.03%	0.05%	Q3 2015	Q1 2019	15
Faithward Advisors, LLC	15	15	0.00%	0.08%	0.32%	Q1 2020	Q3 2023	15
TWO SIGMA SECURITIES, LLC	6	1	0.00%	0.05%	0.24%	Q2 2016	Q3 2023	15
Hillcrest Wealth Advisors - NY, LLC	15	15	0.58%	1.25%	1.70%	Q1 2020	Q3 2023	15
HOWARD WEALTH MANAGEMENT, LLC	10	5	0.20%	0.94%	1.55%	Q4 2019	Q3 2023	15
COURAGE CAPITAL MANAGEMENT LLC	15	15	0.19%	0.31%	0.47%	Q1 2015	Q3 2018	15
WFG Advisors, LP	8	3	0.00%	0.05%	0.29%	Q2 2013	Q2 2017	15
OSAIC HOLDINGS, INC.	15	15	0.06%	0.15%	0.25%	Q1 2020	Q3 2023	15
TRANSCEND CAPITAL ADVISORS, LLC	9	6	0.19%	0.48%	0.87%	Q4 2019	Q3 2023	15
Disciplined Investments, LLC	15	15	0.06%	0.26%	0.61%	Q4 2019	Q2 2023	15
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14	1	0.06%	0.41%	0.76%	Q2 2018	Q3 2023	15
J.W. COLE ADVISORS, INC.	8	7	0.22%	0.42%	0.86%	Q4 2019	Q3 2023	15
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	13	2	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	15
Petix & Botte Co	12	3	5.27%	6.66%	9.51%	Q4 2019	Q3 2023	15
Capital Advisory Group Advisory Services, LLC	14	1	0.00%	1.03%	2.79%	Q1 2018	Q2 2022	15
Sequoia Financial Advisors, LLC	13	1	0.02%	0.36%	0.60%	Q1 2019	Q3 2023	15
Retirement Group, LLC	14	1	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	15
TRUE Private Wealth Advisors	15	15	0.12%	0.38%	0.47%	Q4 2018	Q2 2022	15
Keystone Financial Group	13	2	0.09%	0.13%	0.20%	Q4 2019	Q3 2023	15
Gray Wealth Management Inc.	15	15	0.67%	1.27%	2.31%	Q1 2020	Q3 2023	15
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	15	15	2.22%	2.68%	3.00%	Q1 2020	Q3 2023	15
Rosenberg Matthew Hamilton	15	15	0.03%	0.35%	2.96%	Q1 2020	Q3 2023	15
Apella Capital, LLC	12	3	0.59%	1.16%	1.95%	Q1 2020	Q4 2023	15
J. W. Coons Advisors, LLC	15	15	0.10%	0.20%	0.30%	Q1 2020	Q3 2023	15
WESCAP Management Group, Inc.	13	2	0.07%	1.23%	3.03%	Q2 2019	Q2 2023	15
360 Financial, Inc.	15	15	1.05%	1.41%	1.70%	Q4 2019	Q2 2023	15
IPG Investment Advisors LLC	8	7	0.07%	0.20%	0.36%	Q3 2017	Q3 2023	15
MSI Financial Services Inc	15	15	0.07%	0.11%	0.24%	Q2 2013	Q4 2016	15
Sutton Wealth Advisors Inc.	10	1	0.00%	0.12%	0.66%	Q1 2016	Q3 2023	15
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	12	3	0.00%	0.03%	0.12%	Q1 2018	Q3 2023	15
NEW ENGLAND ASSET MANAGEMENT INC	12	3	0.01%	0.11%	0.80%	Q2 2013	Q1 2021	15
ARGI Investment Services, LLC	13	2	0.01%	0.02%	0.09%	Q3 2014	Q4 2022	15
EATON VANCE MANAGEMENT	15	15	0.01%	0.01%	0.02%	Q1 2019	Q3 2022	15
Foresight Wealth Management, LLC	15	15	0.00%	0.46%	1.66%	Q4 2018	Q2 2022	15
Man Group plc	12	1	0.00%	0.02%	0.07%	Q3 2018	Q3 2023	15
Moser Wealth Advisors, LLC	13	2	0.50%	0.61%	0.85%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.09%	0.16%	0.39%	Q2 2016	Q4 2019	15
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	15	15	0.05%	0.08%	0.08%	Q2 2016	Q4 2019	15
Weaver Consulting Group	15	15	0.15%	0.23%	0.37%	Q1 2020	Q3 2023	15
PRW Wealth Management LLC	11	4	0.21%	0.74%	1.20%	Q4 2018	Q3 2023	15
Meridian Wealth Management, LLC	14	1	0.03%	0.04%	0.07%	Q2 2019	Q3 2023	15
Stokes & Hubbell Capital Management, LLC	15	15	0.32%	1.58%	3.42%	Q3 2015	Q1 2019	15
INVESTMENT CENTERS OF AMERICA INC	7	2	0.05%	0.09%	0.14%	Q2 2013	Q3 2017	15
Certified Advisory Corp	11	4	0.00%	0.18%	0.55%	Q4 2017	Q4 2021	15
HIGH POINT BANK & TRUST CO	15	15	0.01%	0.63%	1.61%	Q2 2013	Q4 2016	15
Manchester Capital Management LLC	15	15	0.00%	0.00%	0.01%	Q3 2019	Q1 2023	15
AXA S.A.	15	15	0.01%	0.03%	0.04%	Q1 2019	Q3 2022	15
PEOPLES BANK /OH	12	3	0.14%	2.34%	3.41%	Q4 2015	Q4 2022	15
JT Stratford LLC	13	2	0.13%	1.49%	4.15%	Q3 2017	Q3 2023	15
CVA Family Office, LLC	15	15	0.05%	0.13%	0.28%	Q1 2020	Q3 2023	15
FIRST TRUST ADVISORS LP	14	14	0.00%	0.03%	0.05%	Q2 2019	Q3 2022	14
Evolution Wealth Advisors, LLC	6	1	0.00%	0.34%	2.07%	Q4 2018	Q3 2023	14
Alexandria Capital, LLC	11	3	0.00%	0.18%	0.58%	Q2 2013	Q3 2017	14
Moloney Securities Asset Management, LLC	14	14	0.08%	0.23%	0.45%	Q4 2016	Q1 2020	14
HC Advisors, LLC	14	14	0.27%	0.38%	0.56%	Q2 2020	Q3 2023	14
KING LUTHER CAPITAL MANAGEMENT CORP	13	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	14
Ameraudi Asset Management, Inc.	14	14	0.23%	1.44%	2.31%	Q4 2019	Q1 2023	14
Van Hulzen Asset Management, LLC	14	14	0.02%	0.04%	0.06%	Q2 2020	Q3 2023	14
Members Trust Co	14	14	1.05%	2.29%	4.31%	Q2 2020	Q3 2023	14
NORTHERN CAPITAL MANAGEMENT LLC	14	14	0.82%	1.48%	2.40%	Q3 2015	Q4 2018	14
Csenge Advisory Group	10	1	0.00%	0.03%	0.04%	Q3 2018	Q3 2023	14
Uncommon Cents Investing LLC	14	14	0.07%	0.11%	0.16%	Q2 2020	Q3 2023	14
SHEETS SMITH WEALTH MANAGEMENT	14	14	0.08%	0.38%	0.90%	Q2 2020	Q3 2023	14
Catalyst Capital Advisors LLC	14	14	0.00%	0.03%	0.05%	Q2 2020	Q3 2023	14
CBIZ Investment Advisory Services, LLC	9	5	1.50%	4.98%	17.46%	Q4 2019	Q2 2023	14
SG Americas Securities, LLC	4	1	0.00%	0.04%	0.21%	Q4 2015	Q4 2022	14
LIBERTY WEALTH MANAGEMENT LLC	12	1	0.04%	0.09%	0.42%	Q4 2018	Q1 2023	14
O'Dell Group, LLC	12	1	0.08%	0.10%	0.12%	Q2 2019	Q3 2023	14
Banco de Sabadell, S.A	14	14	0.02%	0.29%	0.81%	Q4 2017	Q1 2021	14
Graves Light Lenhart Wealth, Inc.	14	14	0.01%	0.04%	0.06%	Q1 2019	Q2 2022	14
Benson Investment Management Company, Inc.	10	4	0.01%	0.02%	0.02%	Q4 2016	Q2 2020	14
MERIDIAN MANAGEMENT CO	14	14	4.67%	6.29%	7.21%	Q2 2020	Q3 2023	14
Carl P. Sherr & Co., LLC	12	2	0.27%	0.58%	0.79%	Q4 2019	Q3 2023	14
Cordasco Financial Network	12	2	0.01%	0.03%	0.18%	Q4 2013	Q4 2017	14
FIRST FOUNDATION ADVISORS	14	14	0.01%	0.11%	0.32%	Q1 2020	Q2 2023	14
QUADRANT CAPITAL GROUP LLC	12	2	0.00%	0.00%	0.01%	Q4 2019	Q2 2023	14
NOTTINGHAM ADVISORS, INC.	14	14	0.06%	1.62%	3.34%	Q2 2020	Q3 2023	14
GeoWealth Management, LLC	14	14	0.47%	1.30%	1.97%	Q2 2020	Q3 2023	14
Dai-ichi Life Insurance Company, Ltd	14	14	5.85%	9.81%	17.14%	Q2 2020	Q3 2023	14
Genesee Capital Advisors, LLC	9	5	0.84%	1.35%	2.30%	Q1 2020	Q3 2023	14
Krilogy Financial LLC	14	14	0.84%	2.91%	4.44%	Q2 2020	Q3 2023	14
Stratos Wealth Advisors, LLC	14	14	0.09%	0.32%	0.64%	Q2 2020	Q3 2023	14
JANUS HENDERSON GROUP PLC	13	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	14
BerganKDV Wealth Management, LLC	12	2	0.00%	0.01%	0.02%	Q4 2018	Q2 2023	14
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	13	1	0.01%	0.03%	0.04%	Q3 2018	Q3 2023	14
SCHMIDT P J INVESTMENT MANAGEMENT INC	13	13	0.08%	0.16%	0.24%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.03%	0.10%	0.15%	Q3 2020	Q3 2023	13
River Wealth Advisors LLC	10	3	0.04%	0.07%	0.11%	Q2 2018	Q4 2022	13
SUMITOMO MITSUI FINANCIAL GROUP, INC.	13	13	0.07%	0.21%	0.37%	Q3 2020	Q3 2023	13
Brio Consultants, LLC	12	1	0.07%	0.14%	0.34%	Q4 2018	Q1 2022	13
FIRST INTERSTATE BANK	10	3	6.68%	13.64%	25.34%	Q2 2020	Q3 2023	13
Enterprise Trust & Investment Co	13	13	0.01%	0.01%	0.02%	Q2 2019	Q2 2022	13
ALPHASIMPLEX GROUP, LLC	13	13	0.27%	1.16%	3.17%	Q4 2017	Q4 2020	13
PRUDENTIAL PLC	10	3	0.01%	2.26%	8.26%	Q3 2019	Q3 2023	13
Morningstar Investment Services LLC	13	13	0.19%	0.48%	0.75%	Q2 2020	Q2 2023	13
Personal Capital Advisors Corp	13	13	0.00%	0.00%	0.01%	Q4 2019	Q4 2022	13
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	9	1	0.04%	0.40%	1.39%	Q2 2015	Q4 2022	13
DAVIS R M INC	13	13	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	13
Parkside Financial Bank & Trust	11	1	0.00%	0.07%	0.18%	Q3 2016	Q3 2023	13
CONFLUENCE INVESTMENT MANAGEMENT LLC	13	13	0.02%	0.28%	0.42%	Q2 2013	Q2 2016	13
HHM Wealth Advisors, LLC	10	3	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	13
NORTHWEST INVESTMENT COUNSELORS, LLC	11	1	0.00%	0.11%	0.21%	Q3 2017	Q3 2022	13
BROWN BROTHERS HARRIMAN & CO	8	1	0.00%	0.02%	0.20%	Q4 2017	Q3 2023	13
Key FInancial Inc	12	1	0.01%	0.02%	0.03%	Q1 2020	Q3 2023	13
Meiji Yasuda Life Insurance Co	13	13	22.33%	26.29%	42.83%	Q2 2020	Q2 2023	13
Principle Wealth Partners LLC	12	1	0.00%	0.03%	0.07%	Q2 2020	Q3 2023	13
TD ASSET MANAGEMENT INC	13	13	0.00%	0.00%	0.01%	Q4 2016	Q4 2019	13
INSIGHT 2811, INC.	13	13	0.19%	0.22%	0.25%	Q4 2016	Q4 2019	13
Vision Capital Management, Inc.	10	3	0.05%	0.07%	0.10%	Q1 2019	Q2 2023	13
Haverford Trust Co	7	6	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	13
Jackson Hole Capital Partners, LLC	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
CGN Advisors LLC	13	13	0.15%	0.32%	0.54%	Q4 2020	Q4 2023	13
Strategic Investment Advisors / MI	12	1	0.08%	0.35%	0.51%	Q2 2020	Q3 2023	13
KINGS POINT CAPITAL MANAGEMENT	13	13	0.00%	0.01%	0.04%	Q4 2016	Q4 2019	13
US FINANCIAL ADVISORS, LLC	12	1	0.01%	3.13%	4.75%	Q4 2014	Q3 2023	13
ALERUS FINANCIAL NA	13	13	1.14%	2.01%	3.66%	Q2 2016	Q2 2019	13
ROCKY MOUNTAIN ADVISERS, LLC	13	13	0.04%	0.12%	0.22%	Q3 2020	Q3 2023	13
Miracle Mile Advisors, LLC	13	13	0.16%	0.55%	2.17%	Q3 2020	Q3 2023	13
WEBSTER BANK, N. A.	8	5	0.00%	0.01%	0.06%	Q4 2016	Q4 2022	13
Harfst & Associates, Inc.	12	1	0.23%	0.77%	1.32%	Q2 2015	Q1 2021	13
BDO Wealth Advisors, LLC	11	2	0.00%	0.00%	0.02%	Q3 2019	Q2 2023	13
ATLAS CAPITAL ADVISORS LLC	10	1	0.08%	0.41%	0.72%	Q1 2019	Q2 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.06%	0.08%	0.11%	Q3 2020	Q3 2023	13
Walkner Condon Financial Advisors LLC	13	13	0.12%	0.28%	0.55%	Q3 2020	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.00%	0.02%	0.15%	Q3 2020	Q3 2023	13
First Heartland Consultants, Inc.	9	2	0.05%	0.12%	0.27%	Q2 2013	Q4 2020	13
Elmwood Wealth Management, Inc.	7	1	0.06%	0.16%	0.33%	Q1 2018	Q4 2021	13
Sterling Investment Advisors, Ltd.	13	13	0.01%	0.05%	0.11%	Q2 2019	Q2 2022	13
BOENNING & SCATTERGOOD, INC.	13	13	0.06%	0.08%	0.12%	Q4 2019	Q4 2022	13
Newfound Research LLC	11	2	0.00%	0.02%	0.04%	Q4 2015	Q4 2019	13
Quaker Wealth Management, LLC	5	2	0.31%	4.13%	9.18%	Q1 2020	Q3 2023	12
AdvicePeriod, LLC	12	12	0.07%	1.53%	3.78%	Q3 2018	Q2 2021	12
Financial Management Professionals, Inc.	12	12	0.00%	0.00%	0.01%	Q2 2020	Q1 2023	12
Berger Financial Group, Inc	12	12	0.03%	0.05%	0.07%	Q4 2020	Q3 2023	12
Round Rock Advisors, LLC	12	12	0.30%	1.60%	3.83%	Q4 2020	Q3 2023	12
FIRST NATIONAL BANK OF OMAHA	12	12	0.02%	0.07%	0.12%	Q2 2019	Q1 2022	12
Chevy Chase Trust Holdings, LLC	10	2	0.00%	0.00%	0.00%	Q3 2013	Q3 2017	12
Proficio Capital Partners LLC	9	3	0.01%	0.11%	0.20%	Q2 2016	Q2 2019	12
Frank, Rimerman Advisors LLC	12	12	0.10%	0.25%	1.08%	Q4 2020	Q3 2023	12
Sonora Investment Management, LLC	11	1	0.00%	0.00%	0.01%	Q1 2018	Q3 2021	12
WFA of San Diego, LLC	8	2	0.11%	0.40%	0.58%	Q2 2020	Q3 2023	12
Private Ocean, LLC	7	5	0.00%	0.00%	0.01%	Q1 2020	Q1 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.01%	0.02%	0.04%	Q4 2020	Q3 2023	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.01%	0.02%	0.05%	Q4 2020	Q3 2023	12
Steinberg Global Asset Management	11	1	0.62%	2.43%	4.20%	Q4 2013	Q1 2017	12
Pacific Center for Financial Services	8	1	0.00%	0.01%	0.05%	Q4 2016	Q3 2023	12
WESTPORT RESOURCES MANAGEMENT INC	10	2	0.00%	0.36%	0.61%	Q2 2013	Q3 2016	12
BAKER TILLY WEALTH MANAGEMENT, LLC	12	12	0.04%	0.08%	0.15%	Q4 2020	Q3 2023	12
Procyon Advisors, LLC	6	2	0.05%	0.38%	0.68%	Q1 2020	Q3 2023	12
Fullen Financial Group	12	12	0.49%	0.58%	0.66%	Q2 2020	Q1 2023	12
Ameritas Investment Company, LLC	12	12	0.06%	0.38%	1.67%	Q4 2018	Q3 2021	12
B. Riley Financial, Inc.	12	12	0.67%	1.19%	1.75%	Q4 2015	Q3 2018	12
Prestige Wealth Management Group LLC	7	5	0.01%	0.10%	0.24%	Q4 2018	Q4 2021	12
Richard C. Young & CO., LTD.	12	12	0.05%	0.45%	4.80%	Q4 2020	Q3 2023	12
One Charles Private Wealth Services, LLC	12	12	0.64%	2.46%	4.38%	Q4 2020	Q3 2023	12
Sage Mountain Advisors LLC	12	12	0.01%	0.05%	0.37%	Q4 2020	Q3 2023	12
Dorsey & Whitney Trust CO LLC	5	1	0.02%	0.07%	0.11%	Q2 2013	Q1 2023	12
Main Street Financial Solutions, LLC	12	12	0.04%	0.06%	0.14%	Q4 2020	Q3 2023	12
Qube Research & Technologies Ltd	6	3	0.00%	0.73%	2.48%	Q4 2019	Q3 2023	12
Modera Wealth Management, LLC	12	12	0.01%	0.05%	0.22%	Q4 2020	Q3 2023	12
Linscomb & Williams, Inc.	11	1	0.01%	0.03%	0.05%	Q3 2019	Q4 2022	12
MARK SHEPTOFF FINANCIAL PLANNING, LLC	12	12	0.00%	0.00%	0.01%	Q1 2019	Q4 2021	12
American Institute for Advanced Investment Management, LLP	12	12	0.18%	0.23%	0.29%	Q4 2019	Q3 2022	12
Concord Wealth Partners	12	12	0.10%	1.94%	5.87%	Q4 2020	Q3 2023	12
Golden State Wealth Management, LLC	9	3	0.02%	0.14%	0.40%	Q1 2019	Q1 2022	12
Gemmer Asset Management LLC	11	1	0.00%	0.00%	0.01%	Q1 2019	Q1 2022	12
Choate Investment Advisors	12	12	0.00%	0.01%	0.02%	Q1 2020	Q4 2022	12
TriaGen Wealth Management LLC	12	12	0.19%	0.62%	0.96%	Q4 2020	Q3 2023	12
Pinnacle Wealth Management Advisory Group, LLC	7	2	0.03%	0.07%	0.09%	Q2 2019	Q3 2023	12
Wealthspire Advisors, L.P.	12	12	0.01%	0.01%	0.01%	Q2 2016	Q1 2019	12
Journey Advisory Group, LLC	12	12	0.04%	0.09%	0.13%	Q4 2020	Q3 2023	12
Clearstead Advisors, LLC	5	1	0.00%	0.05%	0.18%	Q2 2018	Q4 2022	12
Copperleaf Capital, LLC	12	12	0.43%	1.11%	2.15%	Q4 2019	Q3 2022	12
Mayflower Financial Advisors, LLC	12	12	0.10%	0.29%	0.56%	Q4 2020	Q3 2023	12
Virtu KCG Holdings LLC	6	2	0.01%	0.06%	0.21%	Q3 2013	Q2 2017	12
JONES FINANCIAL COMPANIES LLLP	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Proquility Private Wealth Partners, LLC	12	12	1.32%	1.69%	2.02%	Q4 2020	Q3 2023	12
Financial Enhancement Group LLC	11	1	0.00%	3.70%	6.89%	Q4 2015	Q3 2019	12
Source Financial Advisors LLC	12	12	0.52%	0.77%	0.99%	Q4 2020	Q3 2023	12
CULLEN/FROST BANKERS, INC.	6	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	12
iAB Financial Bank	12	12	0.15%	0.20%	0.29%	Q3 2014	Q2 2017	12
Bath Savings Trust Co	12	12	0.15%	0.85%	1.33%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.01%	0.01%	Q2 2013	Q1 2016	12
Olympiad Research LP	12	12	0.23%	2.57%	7.62%	Q4 2019	Q3 2022	12
HL FINANCIAL SERVICES LLC	12	12	0.10%	0.19%	0.36%	Q2 2016	Q1 2019	12
ARGUS INVESTORS' COUNSEL, INC.	12	12	0.09%	0.34%	0.45%	Q4 2020	Q3 2023	12
MONTAG A & ASSOCIATES INC	12	12	0.06%	0.28%	0.67%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	1.46%	3.10%	3.88%	Q4 2020	Q3 2023	12
Running Point Capital Advisors, LLC	12	12	0.15%	0.73%	1.86%	Q4 2020	Q3 2023	12
Iron Horse Wealth Management, LLC	12	12	3.74%	8.14%	12.49%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.13%	0.30%	0.80%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	1.10%	1.32%	1.79%	Q4 2020	Q3 2023	12
FSB PREMIER WEALTH MANAGEMENT, INC.	12	12	0.18%	0.29%	0.82%	Q4 2020	Q3 2023	12
Summit Global Investments	11	1	0.02%	0.05%	0.27%	Q1 2019	Q3 2023	12
REGIONS FINANCIAL CORP	9	1	0.00%	0.00%	0.01%	Q1 2017	Q4 2022	12
Biltmore Capital Advisors LLC	12	12	1.63%	2.86%	3.80%	Q1 2019	Q4 2021	12
LAKE STREET PRIVATE WEALTH, LLC	12	12	0.06%	0.09%	0.14%	Q4 2020	Q3 2023	12
Graypoint LLC	12	12	0.09%	0.12%	0.18%	Q4 2020	Q3 2023	12
UBS ASSET MANAGEMENT AMERICAS INC	10	1	0.00%	0.01%	0.04%	Q2 2013	Q3 2019	11
FRONTIER INVESTMENT MGMT CO	7	1	0.02%	0.05%	0.09%	Q1 2017	Q2 2020	11
Benchmark Wealth Management, LLC	10	1	0.14%	0.17%	0.21%	Q4 2019	Q3 2023	11
THOMPSON SIEGEL & WALMSLEY LLC	10	1	0.00%	0.00%	0.00%	Q4 2014	Q3 2019	11
Vivaldi Capital Management LP	7	4	0.00%	0.20%	1.62%	Q1 2017	Q4 2021	11
SVB WEALTH LLC	6	1	0.00%	0.02%	0.04%	Q4 2019	Q1 2023	11
Laurel Wealth Advisors, Inc.	11	11	0.22%	0.36%	0.59%	Q2 2018	Q4 2020	11
Continuum Advisory, LLC	6	1	0.03%	0.42%	1.57%	Q1 2017	Q2 2023	11
FLOW TRADERS U.S. LLC	4	1	0.02%	0.36%	1.17%	Q4 2013	Q3 2023	11
CT Financial Advisors LLC	10	1	0.02%	0.02%	0.03%	Q1 2014	Q1 2017	11
HOWLAND CAPITAL MANAGEMENT LLC	11	11	0.02%	0.02%	0.03%	Q2 2020	Q4 2022	11
CURIAN CAPITAL LLC	11	11	0.20%	0.53%	1.08%	Q2 2013	Q4 2015	11
TRUEWEALTH LLC	11	11	0.08%	0.17%	0.53%	Q4 2017	Q2 2020	11
Compagnie Lombard Odier SCmA	8	1	0.00%	0.10%	0.17%	Q3 2017	Q3 2023	11
Lumature Wealth Partners, LLC	11	11	0.00%	0.50%	0.98%	Q4 2020	Q2 2023	11
Full Sail Capital, LLC	11	11	0.31%	0.60%	1.05%	Q1 2021	Q3 2023	11
NWAM LLC	7	4	0.01%	0.04%	0.09%	Q3 2019	Q2 2022	11
Narus Financial Partners, LLC	7	4	0.16%	0.49%	1.30%	Q4 2016	Q3 2023	11
COMERICA SECURITIES INC	7	4	0.04%	0.17%	0.30%	Q1 2015	Q4 2017	11
MONUMENTAL FINANCIAL GROUP INC.	11	11	0.19%	4.52%	10.24%	Q1 2021	Q3 2023	11
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11	11	0.45%	0.70%	0.90%	Q1 2021	Q3 2023	11
SRS Capital Advisors, Inc.	10	1	0.00%	0.02%	0.03%	Q4 2020	Q3 2023	11
BAR HARBOR WEALTH MANAGEMENT	11	11	0.03%	0.03%	0.04%	Q3 2017	Q1 2020	11
Canvas Wealth Advisors, LLC	11	11	0.11%	0.19%	0.34%	Q1 2021	Q3 2023	11
CHEMICAL BANK	11	11	0.96%	1.08%	1.21%	Q4 2016	Q2 2019	11
PDS Planning, Inc	11	11	0.10%	0.19%	0.36%	Q1 2020	Q3 2022	11
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	9	2	0.08%	0.38%	0.83%	Q2 2013	Q3 2017	11
Crabel Capital Management, LLC	5	2	0.35%	1.83%	3.66%	Q3 2020	Q3 2023	11
EP Wealth Advisors, LLC	8	3	0.00%	0.07%	0.22%	Q4 2020	Q3 2023	11
Piscataqua Savings Bank	11	11	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	11
REGENTATLANTIC CAPITAL LLC	10	1	0.00%	0.02%	0.02%	Q4 2014	Q3 2022	11
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	11	11	5.78%	7.92%	10.56%	Q1 2021	Q3 2023	11
PEDDOCK CAPITAL ADVISORS, LLC	6	5	0.00%	0.19%	0.44%	Q3 2016	Q1 2022	11
Spire Wealth Management	11	11	0.03%	0.04%	0.06%	Q1 2021	Q3 2023	11
Global Financial Private Capital, Inc	6	5	0.01%	0.05%	0.11%	Q3 2017	Q2 2020	11
Essex Savings Bank	5	1	0.03%	0.07%	0.12%	Q4 2018	Q2 2023	11
PEOPLES FINANCIAL SERVICES CORP.	11	11	0.00%	0.00%	0.01%	Q4 2017	Q2 2020	11
FAS Wealth Partners, Inc.	9	1	0.00%	0.01%	0.02%	Q4 2019	Q2 2023	11
Fieldpoint Private Securities, LLC	7	4	0.03%	0.24%	0.68%	Q1 2017	Q2 2022	11
Virtue Capital Management, LLC	10	1	0.00%	0.47%	0.95%	Q1 2018	Q3 2023	11
SOUNDMARK WEALTH MANAGEMENT, LLC	9	2	1.55%	4.20%	8.73%	Q4 2020	Q3 2023	11
OLD MISSION CAPITAL LLC	2	1	0.05%	0.40%	1.61%	Q2 2018	Q3 2023	10
Windhaven Investment Management, Inc.	10	10	1.85%	3.54%	6.52%	Q4 2015	Q1 2018	10
HARRELL INVESTMENT PARTNERS, LLC	10	10	0.08%	3.02%	5.15%	Q4 2019	Q1 2022	10
Lindbrook Capital, LLC	5	5	0.00%	0.02%	0.04%	Q4 2020	Q3 2023	10
ALPS ADVISORS INC	10	10	0.04%	0.10%	0.19%	Q3 2020	Q4 2022	10
Newport Capital Group, LLC	9	1	0.11%	0.20%	0.25%	Q4 2020	Q2 2023	10
DB Wealth Management Group, LLC	6	4	0.00%	0.04%	0.14%	Q4 2020	Q3 2023	10
BTS Asset Management, Inc.	10	10	0.27%	1.21%	5.28%	Q2 2021	Q3 2023	10
HORIZON FINANCIAL SERVICES, LLC	10	10	0.45%	0.84%	1.20%	Q2 2021	Q3 2023	10
NORTHEAST INVESTMENT MANAGEMENT	10	10	0.02%	0.02%	0.02%	Q2 2020	Q3 2022	10
55I, LLC	10	10	0.01%	0.13%	0.50%	Q4 2019	Q1 2022	10
MATRIX PRIVATE CAPITAL GROUP LLC	10	10	0.06%	0.13%	0.25%	Q4 2019	Q1 2022	10
CITY NATIONAL BANK	10	10	0.01%	0.04%	0.07%	Q2 2013	Q3 2015	10
HBK Sorce Advisory LLC	8	1	0.01%	0.02%	0.04%	Q3 2016	Q4 2022	10
Stadion Money Management, LLC	10	10	0.11%	0.26%	0.49%	Q2 2013	Q3 2015	10
HARBOUR INVESTMENTS, INC.	6	4	0.02%	0.03%	0.05%	Q1 2021	Q3 2023	10
Cordatus Wealth Management LLC	7	3	0.42%	1.42%	3.75%	Q3 2019	Q1 2022	10
SWARTHMORE GROUP INC	10	10	0.09%	0.24%	0.48%	Q1 2014	Q2 2016	10
WINTRUST INVESTMENTS LLC	8	2	0.03%	0.13%	0.36%	Q2 2016	Q4 2020	10
Cedar Brook Financial Partners, LLC	10	10	0.38%	0.50%	0.57%	Q2 2021	Q3 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	10
TOMPKINS FINANCIAL CORP	6	4	0.00%	0.00%	0.00%	Q4 2017	Q4 2023	10
Prime Capital Investment Advisors, LLC	3	1	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	10
Bellwether Advisors, LLC	10	10	0.00%	0.00%	0.00%	Q4 2020	Q1 2023	10
EVOKE WEALTH, LLC	6	1	0.00%	0.00%	0.03%	Q2 2020	Q3 2023	10
Poehling Capital Management, INC.	10	10	0.14%	0.43%	0.77%	Q2 2019	Q3 2021	10
Ellevest, Inc.	5	1	0.00%	0.01%	0.02%	Q4 2018	Q4 2022	10
FLPUTNAM INVESTMENT MANAGEMENT CO	10	10	0.21%	0.28%	0.35%	Q2 2021	Q3 2023	10
Grandview Asset Management LLC	9	1	0.10%	0.18%	0.30%	Q1 2021	Q3 2023	10
Foothills Asset Management, Ltd.	10	10	1.48%	2.15%	3.08%	Q4 2016	Q1 2019	10
Fermata Advisors, LLC	9	1	0.40%	1.75%	2.50%	Q1 2021	Q3 2023	10
Integrated Investment Consultants, LLC	5	1	0.05%	0.11%	0.18%	Q4 2016	Q1 2023	10
Institute for Wealth Management, LLC.	9	1	0.02%	0.46%	1.14%	Q2 2017	Q4 2019	10
Hammer Asset Management, LLC	10	10	0.98%	2.10%	4.16%	Q3 2018	Q4 2020	10
Versant Capital Management, Inc	8	2	0.00%	0.00%	0.00%	Q4 2017	Q4 2021	10
Accel Wealth Management	10	10	0.00%	0.00%	0.00%	Q4 2020	Q1 2023	10
Aft, Forsyth & Sober, LLC	10	10	0.08%	2.71%	9.93%	Q4 2019	Q1 2022	10
Stonebridge Capital Advisors LLC	6	1	0.00%	0.02%	0.13%	Q2 2020	Q3 2023	10
Accretive Wealth Partners, LLC	10	10	0.23%	0.28%	0.34%	Q2 2021	Q3 2023	10
Renaissance Technologies	5	1	0.00%	0.01%	0.01%	Q4 2017	Q4 2021	10
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
Vanguard Personalized Indexing Management, LLC	10	10	0.03%	0.33%	0.92%	Q2 2020	Q3 2022	10
MinichMacGregor Wealth Management, LLC	10	10	0.04%	0.05%	0.05%	Q4 2015	Q1 2018	10
Foster Group, Inc.	10	10	0.02%	0.07%	0.38%	Q2 2021	Q3 2023	10
Mitsubishi UFJ Trust & Banking Corp	10	10	0.07%	0.08%	0.08%	Q2 2021	Q3 2023	10
Beacon Pointe Advisors, LLC	9	1	0.01%	0.10%	0.27%	Q3 2020	Q3 2023	10
Intelligence Driven Advisers, LLC	10	10	0.05%	0.22%	0.39%	Q4 2018	Q1 2021	10
BOSTON FAMILY OFFICE LLC	10	10	0.02%	0.03%	0.03%	Q4 2020	Q1 2023	10
VSR Financial Services, Inc.	8	2	0.03%	0.18%	0.50%	Q2 2013	Q1 2016	10
WASHINGTON TRUST BANK	10	10	0.00%	0.01%	0.03%	Q2 2014	Q3 2016	10
Raub Brock Capital Management LP	3	2	0.12%	1.37%	3.02%	Q2 2013	Q1 2022	10
NWK Group, Inc.	10	10	0.26%	4.01%	6.97%	Q1 2020	Q2 2022	10
Benchmark Financial Wealth Advisors, LLC	10	10	1.16%	2.60%	3.07%	Q4 2019	Q1 2022	10
Birchcreek Wealth Management, LLC	9	1	0.22%	1.70%	2.62%	Q4 2020	Q3 2023	10
GIRARD PARTNERS LTD.	7	3	0.04%	0.07%	0.10%	Q1 2017	Q4 2020	10
Allegis Investment Advisors, LLC	10	10	0.59%	1.59%	3.26%	Q4 2015	Q1 2018	10
Secure Asset Management, LLC	10	10	0.51%	0.88%	3.15%	Q4 2019	Q1 2022	10
Capital Advisors Wealth Management, LLC	5	4	0.69%	3.11%	6.03%	Q1 2021	Q3 2023	9
Sage Advisory Services, Ltd.Co.	8	1	0.07%	0.16%	0.30%	Q2 2016	Q3 2018	9
Financial Engines Advisors L.L.C.	8	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2022	9
Salient Capital Advisors, LLC	8	1	0.00%	0.01%	0.03%	Q2 2013	Q2 2017	9
RIVERHEAD CAPITAL MANAGEMENT LLC	9	9	0.00%	0.00%	0.00%	Q3 2017	Q3 2019	9
NVWM, LLC	9	9	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.09%	0.17%	0.23%	Q4 2019	Q3 2023	9
Beirne Wealth Consulting Services, LLC	9	9	0.17%	0.98%	2.02%	Q4 2018	Q4 2020	9
Newbridge Financial Services Group, Inc.	6	1	0.00%	0.02%	0.05%	Q3 2020	Q3 2023	9
Glen Harbor Capital Management LLC	9	9	0.00%	0.00%	0.00%	Q3 2017	Q3 2019	9
First National Bank of South Miami	9	9	0.04%	0.04%	0.05%	Q2 2021	Q2 2023	9
Simply Money Advisors	8	1	0.00%	0.09%	0.16%	Q2 2013	Q1 2018	9
Cresset Asset Management, LLC	6	3	0.00%	0.12%	0.32%	Q2 2020	Q3 2023	9
Founders Financial Alliance, LLC	8	1	0.01%	0.03%	0.04%	Q3 2020	Q2 2023	9
Meadow Creek Investment Management LLC	9	9	0.00%	0.00%	0.00%	Q3 2017	Q3 2019	9
ALESCO ADVISORS LLC	5	4	0.02%	0.08%	0.12%	Q3 2020	Q3 2023	9
N.E.W. Advisory Services LLC	8	1	0.06%	0.08%	0.12%	Q4 2019	Q1 2022	9
ZACKS INVESTMENT MANAGEMENT	9	9	0.02%	0.04%	0.05%	Q3 2021	Q3 2023	9
Allen Investment Management, LLC	8	1	0.04%	0.46%	0.74%	Q4 2016	Q3 2023	9
Newport Wealth Strategies, Inc.	9	9	0.28%	1.21%	2.67%	Q3 2019	Q3 2021	9
Cypress Capital Management LLC (WY)	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
Ten Capital Wealth Advisors, LLC	9	9	0.00%	0.04%	0.11%	Q2 2021	Q2 2023	9
Agate Pass Investment Management, LLC	9	9	0.30%	0.81%	1.12%	Q4 2021	Q4 2023	9
Neuburgh Advisers LLC	9	9	0.00%	0.00%	0.00%	Q3 2017	Q3 2019	9
QS Investors, LLC	9	9	0.07%	0.17%	0.24%	Q2 2019	Q2 2021	9
CAPITAL ONE FINANCIAL CORP	9	9	1.60%	2.54%	3.31%	Q1 2020	Q1 2022	9
Psagot Value Holdings Ltd. / (Israel)	9	9	0.07%	0.32%	0.50%	Q3 2021	Q3 2023	9
Balentine LLC	9	9	0.00%	0.00%	0.00%	Q3 2020	Q3 2022	9
HNP Capital LLC	5	1	0.05%	0.14%	0.20%	Q4 2018	Q4 2021	9
WT Wealth Management	9	9	0.21%	1.35%	2.29%	Q3 2020	Q3 2022	9
CreativeOne Wealth, LLC	6	3	0.02%	0.02%	0.05%	Q2 2021	Q3 2023	9
Legacy Advisors, LLC	6	3	1.93%	2.92%	3.64%	Q4 2016	Q1 2019	9
COLDSTREAM CAPITAL MANAGEMENT INC	6	3	0.02%	0.05%	0.12%	Q4 2015	Q1 2018	9
Marcum Wealth, LLC	9	9	0.03%	0.07%	0.10%	Q1 2021	Q1 2023	9
Independent Wealth Network Inc.	9	9	0.42%	0.48%	0.63%	Q3 2021	Q3 2023	9
Plante Moran Financial Advisors, LLC	5	1	0.00%	0.04%	0.26%	Q4 2018	Q3 2023	9
Endurance Wealth Management, Inc.	9	9	0.00%	0.01%	0.01%	Q2 2021	Q2 2023	9
Values First Advisors, Inc.	9	9	0.01%	0.77%	1.13%	Q4 2019	Q4 2021	9
Simplicity Solutions, LLC	4	2	0.02%	0.10%	0.25%	Q4 2018	Q2 2023	9
F3Logic, LLC	8	1	0.01%	0.04%	0.06%	Q2 2020	Q4 2022	9
Elkfork Partners LLC	9	9	0.00%	0.00%	0.00%	Q3 2017	Q3 2019	9
Capital Investment Advisors, LLC	3	1	0.01%	0.01%	0.03%	Q2 2020	Q4 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.01%	0.03%	Q2 2013	Q2 2015	9
Systelligence, LLC	7	2	0.25%	2.34%	4.51%	Q4 2019	Q4 2022	9
Morningstar Investment Management LLC	9	9	0.27%	1.81%	3.34%	Q2 2020	Q2 2022	9
Matrix Trust Co	9	9	1.53%	1.76%	2.14%	Q3 2021	Q3 2023	9
COUNTRY TRUST BANK	7	1	0.00%	0.02%	0.20%	Q2 2018	Q4 2023	9
American Family Insurance Mutual Holding Co	9	9	4.80%	9.03%	19.26%	Q3 2021	Q3 2023	9
U.S. Capital Wealth Advisors, LLC	9	9	0.02%	0.07%	0.11%	Q3 2021	Q3 2023	9
PETTYJOHN, WOOD & WHITE, INC	4	1	0.05%	0.43%	0.79%	Q4 2017	Q3 2023	9
TORONTO DOMINION BANK	4	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2022	9
Investors Financial Group, LLC	9	9	0.24%	0.34%	0.50%	Q4 2019	Q4 2021	9
Community Bank, N.A.	9	9	0.12%	0.60%	0.97%	Q2 2020	Q2 2022	9
Ratio Wealth Group	5	2	0.79%	4.57%	8.13%	Q4 2020	Q3 2023	9
IBEX WEALTH ADVISORS	6	1	1.27%	1.54%	1.76%	Q4 2016	Q2 2019	9
VAN STRUM & TOWNE INC.	9	9	1.97%	2.24%	2.86%	Q3 2021	Q3 2023	9
Collaborative Wealth Managment Inc.	6	1	0.59%	1.04%	1.34%	Q1 2021	Q3 2023	8
LOWE BROCKENBROUGH & CO INC	7	1	0.10%	0.19%	0.29%	Q3 2021	Q3 2023	8
Compass Advisory Group LLC	8	8	0.13%	3.15%	5.07%	Q1 2021	Q4 2022	8
PacWest Financial Management Inc	5	3	0.52%	3.18%	5.16%	Q2 2013	Q4 2016	8
American Trust	8	8	1.22%	1.49%	1.96%	Q4 2021	Q3 2023	8
Financial Gravity Asset Management, Inc.	3	1	0.00%	0.46%	1.82%	Q1 2018	Q3 2023	8
Bristlecone Advisors, LLC	5	3	0.03%	0.06%	0.13%	Q3 2021	Q3 2023	8
TILIA FIDUCIARY PARTNERS, INC.	8	8	0.09%	0.65%	1.29%	Q4 2021	Q3 2023	8
Bogart Wealth, LLC	7	1	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	8
WESPAC Advisors, LLC	8	8	0.55%	0.73%	0.84%	Q1 2016	Q4 2017	8
GPM Growth Investors, Inc.	8	8	2.19%	5.56%	8.61%	Q1 2020	Q4 2021	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.05%	0.20%	0.60%	Q4 2021	Q3 2023	8
Cranbrook Wealth Management, LLC	8	8	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	8
NORWOOD FINANCIAL CORP	8	8	0.32%	0.89%	2.94%	Q4 2021	Q3 2023	8
Powers Advisory Group, LLC	8	8	2.00%	2.30%	2.77%	Q4 2021	Q3 2023	8
Insight Advisors, LLC/ PA	8	8	0.07%	0.08%	0.10%	Q4 2020	Q3 2022	8
Baystate Wealth Management LLC	3	2	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	0.38%	0.90%	1.12%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.18%	0.28%	0.57%	Q4 2021	Q3 2023	8
Penserra Capital Management LLC	7	1	0.00%	0.01%	0.01%	Q2 2019	Q1 2023	8
Houlihan Financial Resource Group, Ltd.	5	1	0.24%	0.82%	2.51%	Q4 2019	Q3 2023	8
J2 Capital Management Inc	8	8	0.48%	0.92%	1.64%	Q4 2021	Q3 2023	8
Argentus Capital Management, LLC	8	8	0.00%	0.21%	0.37%	Q4 2014	Q3 2016	8
Banque Cantonale Vaudoise	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
Melone Private Wealth, LLC	8	8	0.47%	0.71%	1.44%	Q4 2021	Q3 2023	8
Tradition Wealth Management, LLC	6	2	0.00%	0.04%	0.14%	Q4 2020	Q3 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.07%	0.20%	0.32%	Q2 2013	Q1 2015	8
Cassady Schiller Wealth Management, LLC	8	8	0.18%	0.44%	0.75%	Q4 2021	Q3 2023	8
Fingerlakes Wealth Management, Inc.	8	8	0.35%	0.64%	0.82%	Q4 2021	Q3 2023	8
Lowe Wealth Advisors, LLC	8	8	0.01%	0.01%	0.01%	Q1 2022	Q4 2023	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.01%	0.15%	0.26%	Q4 2021	Q3 2023	8
Silver Oak Advisory Group, Inc.	8	8	0.56%	0.64%	0.76%	Q4 2021	Q3 2023	8
TCWP LLC	8	8	0.54%	0.85%	1.78%	Q4 2021	Q3 2023	8
Covestor Ltd	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
TPG Financial Advisors, LLC	8	8	0.16%	3.07%	5.18%	Q4 2021	Q3 2023	8
Treynor Bancshares, Inc.	8	8	1.49%	1.69%	1.92%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.03%	0.03%	0.04%	Q4 2021	Q3 2023	8
Avestar Capital, LLC	7	1	0.09%	0.12%	0.14%	Q4 2017	Q2 2020	8
O'ROURKE & COMPANY, Inc	8	8	3.22%	4.13%	5.30%	Q4 2021	Q3 2023	8
UMB Bank, n.a.	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
QUEST CAPITAL MANAGEMENT INC /ADV	7	1	0.05%	0.19%	0.31%	Q1 2019	Q4 2021	8
Tri-Star Advisors Inc.	5	3	0.22%	2.79%	7.45%	Q3 2021	Q3 2023	8
Teza Capital Management LLC	8	8	0.12%	0.26%	0.44%	Q2 2020	Q1 2022	8
Marion Wealth Management	8	8	0.16%	8.93%	13.80%	Q4 2021	Q3 2023	8
Financial Connections Group, Inc.	8	8	0.06%	0.10%	0.15%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.12%	0.44%	1.76%	Q4 2021	Q3 2023	8
Ausdal Financial Partners, Inc.	7	1	0.03%	0.54%	0.83%	Q4 2015	Q2 2022	8
Insight Inv LLC	8	8	0.65%	0.73%	0.81%	Q4 2021	Q3 2023	8
Sequoia Wealth Management, LLC	8	8	0.22%	0.50%	1.29%	Q4 2017	Q3 2019	8
MMA ASSET MANAGEMENT LLC	6	2	0.18%	2.40%	3.66%	Q4 2020	Q3 2023	8
TRUST CO OF VERMONT	7	1	0.01%	0.01%	0.01%	Q4 2016	Q3 2022	8
Grand Central Investment Group	8	8	0.38%	0.44%	0.56%	Q4 2020	Q3 2022	8
BURKE & HERBERT BANK & TRUST CO	8	8	0.20%	0.22%	0.24%	Q2 2013	Q1 2015	8
Mattern Wealth Management LLC	8	8	0.15%	0.34%	0.95%	Q4 2019	Q3 2021	8
EverSource Wealth Advisors, LLC	8	8	0.26%	0.60%	1.19%	Q4 2021	Q3 2023	8
Tranquility Partners, LLC	4	4	0.10%	0.12%	0.15%	Q2 2021	Q3 2023	8
Lineweaver Wealth Advisors, LLC	8	8	0.14%	0.19%	0.22%	Q4 2021	Q3 2023	8
Waterfront Wealth Inc.	8	8	0.21%	0.82%	1.36%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.56%	0.95%	1.27%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.06%	0.09%	0.13%	Q4 2021	Q3 2023	8
Acropolis Investment Management, LLC	4	4	0.01%	0.02%	0.03%	Q4 2017	Q3 2023	8
Operose Advisors LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Granite Investment Partners, LLC	8	8	0.04%	0.06%	0.07%	Q2 2018	Q1 2020	8
EPG Wealth Management LLC	5	3	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	1.13%	1.96%	2.61%	Q4 2021	Q3 2023	8
Family CFO Inc	8	8	1.43%	3.80%	5.76%	Q4 2021	Q3 2023	8
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4	4	0.02%	0.04%	0.07%	Q1 2019	Q3 2021	8
StrategIQ Financial Group, LLC	8	8	0.05%	0.08%	0.12%	Q4 2021	Q3 2023	8
Peachtree Investment Partners, LLC	7	1	0.03%	0.18%	0.53%	Q4 2019	Q4 2021	8
FINANCIAL ADVISORY PARTNERS, LLC	8	8	5.51%	7.56%	9.15%	Q4 2021	Q3 2023	8
Arlington Partners LLC	7	1	0.00%	0.13%	0.20%	Q4 2017	Q4 2019	8
Leeward Financial Partners, LLC	8	8	0.67%	0.98%	1.67%	Q4 2021	Q3 2023	8
Jackson Wealth Management, LLC	8	8	2.06%	5.92%	8.46%	Q2 2016	Q1 2018	8
MONETA GROUP INVESTMENT ADVISORS LLC	3	1	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	8
STOCK YARDS BANK & TRUST CO	5	3	0.02%	0.08%	0.25%	Q2 2016	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
1834 INVESTMENT ADVISORS CO	6	2	0.00%	1.50%	3.18%	Q4 2017	Q3 2023	8
Chandler Asset Management, Inc.	8	8	0.20%	0.24%	0.31%	Q4 2021	Q3 2023	8
BetterWealth, LLC	8	8	1.14%	1.69%	3.95%	Q4 2021	Q3 2023	8
IAG Wealth Partners, LLC	6	2	0.00%	0.00%	0.02%	Q4 2019	Q2 2023	8
Pensionmark Financial Group, LLC	8	8	0.04%	0.05%	0.06%	Q2 2021	Q1 2023	8
MTM Investment Management, LLC	8	8	0.00%	0.00%	0.00%	Q4 2020	Q3 2022	8
EXCALIBUR MANAGEMENT CORP	8	8	0.14%	0.16%	0.25%	Q1 2020	Q4 2021	8
M&R CAPITAL MANAGEMENT INC	8	8	0.00%	0.00%	0.00%	Q1 2022	Q4 2023	8
CMH Wealth Management LLC	4	2	1.23%	2.05%	5.70%	Q3 2018	Q3 2023	8
REDMONT WEALTH ADVISORS LLC	8	8	0.28%	1.54%	3.64%	Q4 2021	Q3 2023	8
Arkadios Wealth Advisors	6	1	0.00%	0.01%	0.03%	Q2 2020	Q3 2023	8
MONEY CONCEPTS CAPITAL CORP	5	1	0.02%	0.29%	0.56%	Q4 2020	Q2 2023	8
Bluefin Trading, LLC	2	1	0.03%	0.29%	0.71%	Q2 2013	Q2 2018	8
Bison Wealth, LLC	8	8	0.02%	0.03%	0.04%	Q4 2019	Q3 2021	8
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	6	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	8
Capasso Planning Partners LLC	8	8	2.60%	3.74%	5.30%	Q4 2021	Q3 2023	8
Allie Family Office LLC	8	8	0.38%	0.44%	0.55%	Q4 2021	Q3 2023	8
Orcam Financial Group	8	8	2.79%	3.17%	3.43%	Q4 2021	Q3 2023	8
WealthStone, Inc.	8	8	2.18%	3.33%	4.81%	Q2 2019	Q1 2021	8
HB Wealth Management, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Concert Wealth Management Inc.	7	1	0.10%	0.14%	0.24%	Q3 2014	Q3 2016	8
FourThought Financial, LLC	8	8	0.00%	0.00%	0.02%	Q4 2020	Q3 2022	8
Hall Private Wealth Advisors	6	1	0.67%	1.70%	2.94%	Q4 2020	Q3 2023	8
Gilbert & Cook, Inc.	7	1	0.04%	0.10%	0.18%	Q2 2020	Q2 2022	8
Ascent Group, LLC	8	8	0.06%	0.08%	0.11%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.24%	0.25%	0.27%	Q4 2021	Q3 2023	8
Astoria Portfolio Advisors LLC.	8	8	0.26%	0.47%	0.69%	Q4 2021	Q3 2023	8
Erickson Financial Group, LLC	8	8	5.79%	6.06%	6.42%	Q4 2021	Q3 2023	8
Morton Brown Family Wealth, LLC	8	8	0.66%	0.99%	1.32%	Q4 2021	Q3 2023	8
PATHSTONE FAMILY OFFICE, LLC	5	1	0.00%	0.00%	0.02%	Q3 2018	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.01%	0.03%	0.07%	Q4 2021	Q3 2023	8
BRYN MAWR TRUST Co	4	4	0.01%	0.02%	0.02%	Q4 2017	Q1 2022	8
SC&H Financial Advisors, Inc.	8	8	0.37%	0.60%	1.07%	Q4 2021	Q3 2023	8
Madden Advisory Services, Inc.	5	1	0.00%	0.00%	0.00%	Q4 2013	Q1 2017	8
McKinley Carter Wealth Services, Inc.	7	1	0.02%	0.03%	0.06%	Q4 2020	Q2 2023	8
Cable Hill Partners, LLC	4	1	0.00%	0.11%	0.34%	Q1 2017	Q3 2019	8
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	7	7	1.96%	9.92%	21.14%	Q2 2016	Q4 2017	7
Wescott Financial Advisory Group, LLC	7	7	0.05%	0.07%	0.10%	Q1 2022	Q3 2023	7
PLANNING DIRECTIONS INC	7	7	0.16%	0.17%	0.19%	Q3 2020	Q1 2022	7
CX Institutional	3	1	0.00%	0.02%	0.06%	Q3 2018	Q3 2023	7
WealthPLAN Partners, LLC	2	1	0.00%	0.03%	0.11%	Q1 2015	Q2 2023	7
Turim 21 Investimentos Ltda.	3	1	0.02%	0.06%	0.26%	Q4 2020	Q1 2023	7
PRENTISS SMITH & CO INC	7	7	0.02%	0.03%	0.03%	Q1 2017	Q3 2018	7
Peak Capital Management LLC	7	7	0.28%	0.94%	1.23%	Q2 2017	Q4 2018	7
PRINCIPAL FINANCIAL GROUP INC	7	7	0.01%	0.02%	0.03%	Q1 2022	Q3 2023	7
Better Money Decisions, LLC	4	3	0.02%	1.38%	2.74%	Q1 2021	Q3 2023	7
Integrated Wealth Management	7	7	0.00%	0.58%	1.42%	Q3 2015	Q1 2017	7
FINANCIAL LIFE ADVISORS	7	7	0.14%	0.22%	0.54%	Q3 2020	Q1 2022	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.20%	0.57%	0.78%	Q2 2013	Q4 2014	7
Ashfield Capital Partners, LLC	6	1	0.03%	0.06%	0.07%	Q3 2016	Q4 2018	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	5	2	0.02%	0.07%	0.12%	Q4 2021	Q3 2023	7
Venturi Wealth Management, LLC	4	1	0.02%	0.64%	2.40%	Q1 2019	Q3 2023	7
MAS Advisors LLC	7	7	0.22%	0.54%	1.18%	Q4 2021	Q2 2023	7
Destination Wealth Management	5	1	0.00%	0.01%	0.02%	Q2 2016	Q1 2022	7
ExodusPoint Capital Management, LP	3	1	0.01%	0.02%	0.03%	Q4 2019	Q1 2023	7
BRR OpCo, LLC	7	7	0.03%	0.04%	0.06%	Q4 2020	Q2 2022	7
IVC Wealth Advisors LLC	7	7	0.26%	0.28%	0.34%	Q1 2022	Q3 2023	7
Royal Fund Management, LLC	3	1	0.00%	0.01%	0.02%	Q4 2016	Q1 2020	7
Frontier Wealth Management LLC	6	1	0.02%	0.52%	2.21%	Q2 2020	Q2 2022	7
Thrive Capital Management, LLC	7	7	0.24%	1.09%	2.60%	Q4 2020	Q2 2022	7
Insight Wealth Strategies, LLC	7	7	0.03%	1.22%	4.24%	Q3 2019	Q1 2021	7
Private Capital Management, LLC	7	7	0.06%	0.07%	0.09%	Q1 2022	Q3 2023	7
STATE OF WISCONSIN INVESTMENT BOARD	7	7	0.03%	0.04%	0.08%	Q1 2021	Q3 2022	7
Community Bank & Trust, Waco, Texas	7	7	0.12%	0.14%	0.16%	Q1 2022	Q3 2023	7
SOA Wealth Advisors, LLC.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
WRAPMANAGER INC	7	7	0.34%	0.48%	0.65%	Q3 2012	Q1 2014	7
Measured Wealth Private Client Group, LLC	6	1	0.96%	2.63%	3.66%	Q3 2017	Q3 2019	7
RELIANCE TRUST CO OF DELAWARE	7	7	0.03%	0.03%	0.04%	Q2 2013	Q4 2014	7
People's United Financial, Inc.	5	2	0.00%	0.01%	0.01%	Q1 2017	Q1 2022	7
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6	1	0.00%	0.04%	0.06%	Q3 2020	Q3 2023	7
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	7	7	0.04%	0.14%	0.39%	Q3 2021	Q1 2023	7
PSI Advisors, LLC	6	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2022	7
Mengis Capital Management, Inc.	7	7	0.05%	0.12%	0.19%	Q1 2022	Q3 2023	7
Vontobel Holding Ltd.	4	3	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	7
Neuberger Berman Group LLC	7	7	0.00%	0.00%	0.00%	Q2 2016	Q4 2017	7
HITE Hedge Asset Management LLC	7	7	0.16%	1.83%	2.99%	Q3 2020	Q1 2022	7
Legacy Bridge, LLC	7	7	1.27%	1.76%	2.66%	Q3 2020	Q1 2022	7
Parsec Financial Management, Inc.	7	7	0.03%	0.23%	0.43%	Q3 2021	Q1 2023	7
SII INVESTMENTS INC/WI	6	1	0.02%	0.05%	0.09%	Q3 2015	Q3 2017	7
Providence Capital Advisors, LLC	3	1	0.00%	0.01%	0.03%	Q4 2020	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.00%	0.03%	0.07%	Q1 2021	Q4 2022	7
Edge Advisors, LLC	7	7	0.09%	0.12%	0.18%	Q4 2016	Q2 2018	7
Executive Wealth Management, LLC	6	1	0.00%	0.13%	0.26%	Q2 2019	Q1 2022	7
OTA Financial Group L.P.	2	1	1.01%	4.38%	12.58%	Q2 2020	Q1 2023	7
Compton Wealth Advisory Group, LLC	7	7	0.12%	1.74%	3.18%	Q1 2022	Q3 2023	7
SPINNAKER TRUST	3	1	0.03%	0.95%	1.68%	Q2 2013	Q3 2018	7
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	7	7	0.01%	0.01%	0.03%	Q1 2022	Q3 2023	7
Teamwork Financial Advisors, LLC	7	7	0.04%	0.10%	0.18%	Q2 2020	Q4 2021	7
Greenspring Advisors, LLC	6	1	0.06%	0.14%	0.21%	Q4 2021	Q3 2023	7
Praetorian Wealth Management, Inc.	3	2	0.08%	0.11%	0.16%	Q2 2020	Q4 2022	7
Estate Counselors, LLC	4	1	0.04%	0.41%	0.72%	Q4 2016	Q3 2023	7
Hilltop Holdings Inc.	3	1	0.03%	0.08%	0.18%	Q4 2019	Q3 2023	7
Savior LLC	7	7	0.00%	0.01%	0.03%	Q4 2019	Q2 2021	7
FIRST AMERICAN TRUST, FSB	5	1	0.06%	0.24%	0.54%	Q2 2015	Q4 2021	7
Demars Financial Group, LLC	7	7	0.19%	0.36%	0.47%	Q1 2020	Q3 2021	7
Redwood Financial Network Corp	7	7	0.34%	0.41%	0.47%	Q1 2022	Q3 2023	7
My Legacy Advisors, LLC	7	7	0.28%	0.38%	0.52%	Q1 2022	Q3 2023	7
Investment Advisory Group, LLC	7	7	0.14%	0.16%	0.19%	Q1 2022	Q3 2023	7
Robertson Stephens Wealth Management, LLC	4	3	0.03%	0.22%	0.64%	Q3 2019	Q3 2023	7
NORTHWEST WEALTH MANAGEMENT, LLC	7	7	0.24%	0.33%	0.50%	Q1 2022	Q3 2023	7
Levy Wealth Management Group, LLC	7	7	0.49%	0.63%	0.82%	Q4 2020	Q2 2022	7
Horan Securities, Inc.	3	1	0.00%	0.01%	0.01%	Q1 2018	Q2 2023	7
Retirement Planning Co of New England, Inc.	7	7	0.23%	0.28%	0.33%	Q4 2021	Q2 2023	7
Relative Value Partners Group, LLC	7	7	0.10%	0.35%	0.44%	Q1 2022	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	0.06%	0.18%	0.28%	Q1 2022	Q3 2023	7
AVAII WEALTH MANAGEMENT, LLC	7	7	0.38%	0.56%	0.81%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.02%	0.04%	0.06%	Q2 2013	Q4 2014	7
THOMASPARTNERS, INC.	7	7	0.19%	1.07%	1.67%	Q3 2016	Q1 2018	7
TCF National Bank	7	7	1.00%	1.08%	1.25%	Q3 2019	Q1 2021	7
Rockbridge Investment Management, LCC	7	7	1.40%	1.92%	2.64%	Q2 2020	Q4 2021	7
Keebeck Wealth Management, LLC	7	7	0.04%	0.66%	0.93%	Q1 2022	Q3 2023	7
Merit Financial Group, LLC	7	7	0.13%	0.28%	0.59%	Q1 2022	Q3 2023	7
Vise Technologies, Inc.	7	7	2.31%	3.07%	3.34%	Q1 2022	Q3 2023	7
Karpus Management, Inc.	7	7	0.02%	0.89%	2.54%	Q1 2017	Q3 2018	7
Taylor Hoffman Wealth Management	7	7	0.09%	0.17%	0.22%	Q1 2021	Q3 2022	7
Stephens Consulting, LLC	7	7	0.00%	0.04%	0.09%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.11%	0.13%	0.18%	Q1 2022	Q3 2023	7
Mosaic Family Wealth, LLC	7	7	0.14%	0.23%	0.27%	Q2 2020	Q4 2021	7
High Net Worth Advisory Group LLC	3	1	0.01%	0.08%	0.20%	Q4 2021	Q4 2023	6
Lebenthal Global Advisors, LLC	5	1	0.00%	8.91%	13.29%	Q4 2020	Q3 2023	6
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	3	1	0.08%	0.12%	0.14%	Q2 2019	Q3 2022	6
Corsicana & Co.	6	6	0.00%	0.00%	0.00%	Q2 2021	Q3 2022	6
Wealthspire Advisors, LLC	5	1	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	6
MACKENZIE FINANCIAL CORP	6	6	0.00%	0.00%	0.01%	Q2 2020	Q3 2021	6
Good Harbor Financial, LLC	6	6	0.04%	0.08%	0.13%	Q2 2014	Q3 2015	6
Capital Advantage, Inc.	3	3	0.06%	5.26%	11.85%	Q3 2020	Q3 2023	6
Center for Financial Planning, Inc.	6	6	0.00%	0.00%	0.00%	Q1 2022	Q2 2023	6
Roger Wittlin Investment Advisory, LLC	4	2	0.45%	0.59%	0.78%	Q1 2022	Q3 2023	6
Squarepoint Ops LLC	2	2	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	6
Selective Wealth Management, Inc.	5	1	0.04%	0.15%	0.22%	Q4 2021	Q2 2023	6
Edge Wealth Management LLC	6	6	0.00%	0.02%	0.04%	Q3 2017	Q4 2018	6
PRIVATE TRUST CO NA	6	6	0.17%	0.22%	0.34%	Q2 2022	Q3 2023	6
Ascent Wealth Partners, LLC	6	6	0.14%	0.26%	0.32%	Q2 2022	Q3 2023	6
CHEMUNG CANAL TRUST CO	6	6	0.04%	0.10%	0.14%	Q4 2021	Q1 2023	6
HC FINANCIAL ADVISORS INC	5	1	0.00%	0.00%	0.00%	Q3 2020	Q2 2022	6
Spotlight Asset Group, Inc.	2	2	0.00%	0.76%	2.18%	Q4 2019	Q3 2023	6
NORTHSTAR WEALTH PARTNERS LLC	6	6	0.09%	0.18%	0.22%	Q2 2019	Q3 2020	6
BASSO CAPITAL MANAGEMENT, L.P.	3	1	0.02%	0.34%	1.54%	Q4 2020	Q1 2022	6
Stone Point Wealth LLC	6	6	0.30%	1.14%	1.81%	Q2 2022	Q3 2023	6
Summit X, LLC	4	2	0.01%	0.11%	0.17%	Q2 2017	Q4 2020	6
Family Management Corp	4	2	0.04%	0.31%	1.02%	Q2 2019	Q3 2023	6
Capital Planning LLC	6	6	0.15%	0.22%	0.47%	Q4 2020	Q1 2022	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.09%	0.13%	0.20%	Q4 2021	Q3 2023	6
FIRST UNITED BANK & TRUST	6	6	0.16%	0.59%	0.99%	Q2 2020	Q3 2021	6
PERSONAL CFO SOLUTIONS, LLC	6	6	0.00%	0.05%	0.08%	Q1 2020	Q2 2021	6
Money Design Co.,Ltd.	6	6	0.00%	0.01%	0.03%	Q4 2019	Q1 2021	6
Financial Advisory Group	6	6	0.39%	0.87%	1.68%	Q2 2022	Q3 2023	6
Dominick & Dominick LLC	6	6	0.12%	0.13%	0.14%	Q2 2013	Q3 2014	6
VIEWPOINT INVESTMENT PARTNERS CORP	6	6	4.01%	13.66%	28.43%	Q2 2021	Q3 2022	6
Eudaimonia Partners, LLC	6	6	0.01%	0.05%	0.12%	Q4 2019	Q1 2021	6
UBS AG	6	6	0.02%	0.02%	0.03%	Q2 2013	Q3 2014	6
Horizon Investments, LLC	4	2	0.01%	0.54%	1.68%	Q3 2017	Q3 2023	6
EMERSON INVESTMENT MANAGEMENT, LLC	5	1	0.00%	0.11%	0.14%	Q3 2014	Q1 2016	6
Seaside Wealth Management, Inc.	6	6	2.33%	2.45%	2.59%	Q2 2022	Q3 2023	6
Clearshares LLC	4	2	0.84%	2.53%	3.15%	Q2 2020	Q4 2021	6
Southern Farm Bureau Life Insurance	6	6	5.77%	6.22%	6.60%	Q2 2022	Q3 2023	6
FIFTH THIRD SECURITIES, INC.	6	6	0.10%	0.12%	0.14%	Q2 2022	Q3 2023	6
Azimuth Capital Management LLC	6	6	0.06%	0.08%	0.09%	Q4 2020	Q1 2022	6
SIMON QUICK ADVISORS, LLC	2	1	0.01%	0.05%	0.09%	Q3 2017	Q3 2023	6
VICTORY CAPITAL MANAGEMENT INC	6	6	0.01%	0.03%	0.04%	Q2 2022	Q3 2023	6
Coston, McIsaac & Partners	6	6	0.24%	0.29%	0.48%	Q2 2022	Q3 2023	6
Cerity Partners LLC	5	1	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	6
NORRIS PERNE & FRENCH LLP/MI	6	6	0.02%	0.02%	0.03%	Q4 2020	Q1 2022	6
PROFESSIONAL PLANNING	4	1	0.20%	0.35%	0.86%	Q4 2019	Q3 2021	6
Azimuth Capital Investment Management LLC	6	6	0.02%	0.02%	0.04%	Q2 2022	Q3 2023	6
Pinnacle Family Advisors, LLC	5	1	0.53%	0.85%	1.02%	Q4 2016	Q4 2018	6
WBH ADVISORY INC	3	1	0.04%	0.07%	0.09%	Q4 2021	Q3 2023	6
RONALD BLUE & CO LLC	6	6	0.06%	0.22%	0.47%	Q1 2016	Q2 2017	6
Forum Private Client Group LLC	6	6	1.54%	2.06%	2.32%	Q1 2022	Q2 2023	6
FOUNDERS FINANCIAL SECURITIES LLC	4	2	0.03%	0.16%	0.37%	Q3 2017	Q3 2023	6
Cooper Financial Group	6	6	0.33%	0.48%	0.70%	Q2 2022	Q3 2023	6
Crosspoint Capital Strategies, LLC	4	2	0.04%	0.07%	0.11%	Q4 2013	Q4 2015	6
Edge Capital Group, LLC	5	1	0.04%	0.10%	0.20%	Q4 2018	Q2 2020	6
Elevated Capital Advisors, LLC	4	1	0.08%	0.15%	0.22%	Q1 2019	Q3 2021	6
Wagner Wealth Management, LLC	4	2	0.01%	0.24%	0.82%	Q4 2017	Q3 2022	6
VALLEY WEALTH MANAGERS, INC.	6	6	0.06%	0.09%	0.09%	Q2 2022	Q3 2023	6
Independent Advisor Alliance	4	1	0.01%	0.16%	0.70%	Q1 2017	Q3 2023	6
Joseph P. Lucia & Associates, LLC	4	2	0.01%	0.01%	0.01%	Q4 2020	Q2 2022	6
Sovereign Financial Group, Inc.	6	6	0.10%	0.27%	0.38%	Q4 2020	Q1 2022	6
SIGNET FINANCIAL MANAGEMENT, LLC	3	1	0.02%	0.04%	0.05%	Q3 2017	Q4 2021	6
CIBC Private Wealth Group, LLC	3	1	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	6
KEMPER Corp	6	6	3.88%	5.54%	10.83%	Q3 2018	Q4 2019	6
WEST PACES ADVISORS INC.	6	6	0.00%	0.02%	0.04%	Q2 2021	Q3 2022	6
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	6	6	0.04%	0.05%	0.07%	Q4 2020	Q1 2022	6
Hirtle Callaghan & Co LLC	6	6	0.14%	0.86%	1.62%	Q2 2022	Q3 2023	6
COZAD ASSET MANAGEMENT INC	6	6	0.04%	0.05%	0.06%	Q3 2020	Q4 2021	6
CANTOR FITZGERALD, L. P.	6	6	0.02%	0.30%	0.42%	Q2 2022	Q3 2023	6
Trinity Legacy Partners, LLC	6	6	0.08%	0.23%	0.58%	Q3 2020	Q4 2021	6
PIN OAK INVESTMENT ADVISORS INC	4	1	0.00%	0.01%	0.02%	Q1 2021	Q3 2023	6
BREWIN DOLPHIN LTD	6	6	0.00%	0.01%	0.03%	Q1 2021	Q2 2022	6
Verition Fund Management LLC	2	1	0.01%	0.23%	0.64%	Q1 2020	Q2 2023	6
Charter Oak Capital Management, LLC	5	1	0.00%	0.00%	0.01%	Q4 2020	Q2 2022	6
REDW Wealth LLC	6	6	0.14%	0.89%	1.32%	Q2 2022	Q3 2023	6
FORT PITT CAPITAL GROUP, LLC	6	6	0.01%	0.02%	0.02%	Q4 2019	Q1 2021	6
Blue Trust, Inc.	6	6	2.48%	2.66%	2.98%	Q2 2022	Q3 2023	6
Atlas Private Wealth Advisors	6	6	0.01%	0.01%	0.02%	Q2 2020	Q3 2021	6
CYPRESS FINANCIAL PLANNING LLC	6	6	18.91%	19.95%	21.50%	Q2 2022	Q3 2023	6
IBERIABANK CORP	4	2	0.03%	0.07%	0.15%	Q3 2017	Q1 2019	6
Analyst IMS Investment Management Services Ltd.	6	6	0.01%	0.11%	0.20%	Q2 2017	Q3 2018	6
Trek Financial, LLC	4	2	0.04%	0.55%	1.64%	Q4 2018	Q3 2023	6
HRT FINANCIAL LP	2	1	0.00%	0.01%	0.02%	Q4 2020	Q2 2023	6
Advisors Asset Management, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
BCGM Wealth Management, LLC	5	1	0.14%	0.97%	2.86%	Q4 2020	Q2 2022	6
Castle Rock Wealth Management, LLC	6	6	0.19%	0.53%	0.94%	Q3 2019	Q4 2020	6
Clear Creek Financial Management, LLC	4	2	0.04%	0.49%	2.62%	Q3 2020	Q1 2022	6
True Link Financial Advisors, LLC	6	6	0.04%	0.06%	0.07%	Q4 2020	Q1 2022	6
Partnervest Advisory Services LLC	5	1	0.02%	0.03%	0.09%	Q2 2013	Q4 2019	6
CEDAR CAPITAL, LLC	5	5	0.12%	0.35%	0.63%	Q4 2015	Q4 2016	5
WorthPointe, LLC	5	5	0.22%	0.42%	0.56%	Q1 2022	Q1 2023	5
Holland Advisory Services, Inc.	5	5	9.04%	10.50%	11.56%	Q3 2022	Q3 2023	5
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	5	5	0.39%	0.46%	0.59%	Q2 2020	Q2 2021	5
Claro Advisors LLC	3	1	0.01%	0.07%	0.14%	Q4 2018	Q3 2023	5
Sowa Financial Group, Inc.	5	5	0.01%	0.01%	0.01%	Q4 2019	Q4 2020	5
TI-TRUST, INC	5	5	0.20%	0.22%	0.22%	Q4 2021	Q4 2022	5
Vident Investment Advisory, LLC	5	5	0.00%	0.13%	0.25%	Q2 2022	Q2 2023	5
Aries Wealth Management	5	5	0.13%	0.14%	0.14%	Q3 2022	Q3 2023	5
MANAGED ACCOUNT SERVICES INC	3	2	0.07%	0.16%	0.24%	Q4 2017	Q4 2020	5
Miller Investment Management, LP	5	5	0.13%	0.18%	0.26%	Q2 2013	Q2 2014	5
Braver Wealth Management, LLC	5	5	0.05%	0.07%	0.11%	Q4 2015	Q4 2016	5
Octavia Wealth Advisors, LLC	5	5	0.06%	0.11%	0.20%	Q4 2020	Q4 2021	5
Laurel Wealth Advisors LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
BRAVE ASSET MANAGEMENT INC	5	5	0.01%	0.01%	0.01%	Q2 2015	Q2 2016	5
Bridgewater Advisors Inc.	5	5	0.11%	0.27%	0.56%	Q2 2021	Q2 2022	5
Diversified Portfolios, Inc.	5	5	0.05%	0.12%	0.26%	Q3 2022	Q3 2023	5
TD Capital Management LLC	5	5	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	5
ACCESS FINANCIAL SERVICES, INC.	3	2	0.20%	0.38%	0.60%	Q4 2016	Q1 2018	5
HARBOR INVESTMENT ADVISORY, LLC	3	1	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	5
Red Tortoise LLC	4	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	5
Security Financial Services, INC.	5	5	0.41%	0.86%	1.10%	Q3 2022	Q3 2023	5
McElhenny Sheffield Capital Management, LLC	5	5	0.54%	0.64%	0.92%	Q1 2022	Q1 2023	5
PRUDENTIAL FINANCIAL INC	4	1	0.00%	0.13%	0.63%	Q2 2022	Q3 2023	5
BHF RG Capital Inc.	5	5	0.76%	2.41%	3.42%	Q2 2020	Q2 2021	5
Simplicity Wealth,LLC	4	1	0.16%	0.71%	1.28%	Q4 2021	Q2 2023	5
NewEdge Wealth, LLC	5	5	0.21%	0.23%	0.25%	Q3 2022	Q3 2023	5
Capstone Triton Financial Group, LLC	4	1	0.01%	0.17%	0.24%	Q4 2020	Q3 2023	5
Windham Capital Management, LLC	5	5	0.04%	0.06%	0.08%	Q1 2014	Q1 2015	5
BARRETT & COMPANY, INC.	5	5	0.14%	0.15%	0.16%	Q3 2022	Q3 2023	5
Truvestments Capital LLC	3	1	0.01%	0.02%	0.04%	Q3 2018	Q2 2023	5
Buckingham Capital Management, Inc.	5	5	0.04%	0.08%	0.11%	Q3 2017	Q3 2018	5
Colonial Trust Co / SC	5	5	0.02%	0.04%	0.09%	Q3 2022	Q3 2023	5
9258 Wealth Management, LLC	4	1	0.05%	0.07%	0.08%	Q4 2020	Q1 2022	5
D. SCOTT NEAL, INC.	4	1	1.78%	12.72%	23.48%	Q3 2017	Q4 2019	5
Hedeker Wealth, LLC	5	5	2.70%	4.86%	7.30%	Q4 2020	Q4 2021	5
Livingston Group Asset Management CO (operating as Southport Capital Management)	2	1	0.04%	0.07%	0.10%	Q2 2017	Q4 2021	5
NATIXIS ADVISORS, L.P.	5	5	0.01%	0.01%	0.02%	Q2 2013	Q2 2014	5
Cito Capital Group, LLC	5	5	0.13%	0.14%	0.15%	Q3 2022	Q3 2023	5
Danda Trouve Investment Management, Inc.	4	1	0.00%	0.01%	0.03%	Q1 2020	Q3 2022	5
Klingman & Associates, LLC	4	1	0.03%	0.10%	0.12%	Q1 2019	Q4 2022	5
Berman Capital Advisors, LLC	2	1	0.02%	0.46%	1.88%	Q4 2017	Q1 2020	5
Bromfield Sneider Wealth Advisors	5	5	0.13%	0.69%	1.28%	Q4 2022	Q4 2023	5
MARYLAND CAPITAL ADVISORS INC.	5	5	0.02%	0.04%	0.06%	Q4 2021	Q4 2022	5
Adams Wealth Management	5	5	0.56%	0.74%	0.96%	Q3 2022	Q3 2023	5
JGP Wealth Management, LLC	5	5	0.05%	0.07%	0.08%	Q1 2021	Q1 2022	5
Tennessee Valley Asset Management Partners	3	2	0.06%	0.39%	0.91%	Q4 2018	Q1 2021	5
Jacobsen Capital Management	3	2	0.14%	0.25%	0.40%	Q2 2019	Q3 2020	5
Ensign Peak Advisors, Inc	5	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	5
Chesley Taft & Associates LLC	5	5	0.06%	0.08%	0.08%	Q4 2016	Q4 2017	5
DIXON HUBARD FEINOUR & BROWN INC/VA	5	5	0.05%	0.06%	0.08%	Q2 2021	Q2 2022	5
TAGStone Capital, Inc.	5	5	0.61%	8.27%	10.76%	Q3 2022	Q3 2023	5
NewFocus Financial Group, LLC	5	5	0.14%	0.19%	0.22%	Q4 2016	Q4 2017	5
Alpha Cubed Investments, LLC	3	1	0.01%	0.04%	0.10%	Q4 2014	Q2 2023	5
BUCKINGHAM STRATEGIC WEALTH, LLC	2	1	0.01%	0.03%	0.06%	Q1 2019	Q2 2023	5
MARSHALL WACE, LLP	2	1	0.00%	0.10%	0.41%	Q2 2020	Q4 2022	5
Onyx Bridge Wealth Group LLC	5	5	0.09%	0.13%	0.17%	Q2 2021	Q2 2022	5
Squar Milner Financial Services LLC	5	5	0.00%	0.11%	0.18%	Q2 2019	Q2 2020	5
HSBC HOLDINGS PLC	5	5	0.02%	0.02%	0.03%	Q1 2015	Q1 2016	5
AHL Partners LLP	4	1	0.02%	0.05%	0.07%	Q3 2016	Q4 2017	5
Hoover Financial Advisors, Inc.	5	5	0.00%	0.00%	0.01%	Q2 2020	Q2 2021	5
Ranch Capital Advisors Inc.	5	5	0.02%	0.03%	0.04%	Q4 2019	Q4 2020	5
TITLEIST CAPITAL, LLC	5	5	0.07%	0.41%	0.67%	Q4 2021	Q4 2022	5
PENOBSCOT WEALTH MANAGEMENT	5	5	0.20%	5.44%	9.08%	Q2 2021	Q2 2022	5
Clal Insurance Enterprises Holdings Ltd	5	5	0.00%	0.02%	0.02%	Q4 2014	Q4 2015	5
Kore Private Wealth LLC	3	2	0.00%	0.01%	0.03%	Q4 2018	Q2 2020	5
BBVA USA Bancshares, Inc.	4	1	0.00%	0.17%	0.42%	Q4 2019	Q1 2021	5
Capital Analysts, LLC	1	1	0.00%	0.02%	0.08%	Q4 2015	Q3 2023	5
WEBSTERROGERS FINANCIAL ADVISORS, LLC	5	5	1.02%	1.16%	1.37%	Q4 2020	Q4 2021	5
Strategic Capital Alternatives LLC	5	5	0.55%	0.76%	0.98%	Q3 2014	Q3 2015	5
First Command Advisory Services, Inc.	2	1	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	5
Bouchey Financial Group Ltd	5	5	0.04%	0.04%	0.05%	Q3 2020	Q3 2021	5
FORVIS Wealth Advisors, LLC	5	5	0.03%	0.04%	0.06%	Q3 2022	Q3 2023	5
Ballentine Partners, LLC	3	2	0.01%	0.02%	0.03%	Q2 2017	Q1 2020	5
Gupta Wealth Management LLC	5	5	0.05%	0.07%	0.10%	Q1 2015	Q1 2016	5
MGO Private Wealth, LLC	5	5	0.19%	0.46%	0.96%	Q3 2022	Q3 2023	5
One Capital Management, LLC	4	1	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	5
John W. Brooker & Co., CPAs	5	5	0.01%	0.02%	0.03%	Q3 2021	Q3 2022	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.04%	0.08%	0.13%	Q4 2016	Q4 2017	5
Zullo Investment Group, Inc.	5	5	0.03%	0.04%	0.06%	Q4 2021	Q4 2022	5
Strategic Asset Management, LLC	5	5	0.03%	0.03%	0.03%	Q3 2021	Q3 2022	5
KCS Wealth Advisory	5	5	1.60%	1.86%	2.19%	Q3 2022	Q3 2023	5
Foundations Investment Advisors, LLC	4	1	0.01%	0.14%	0.28%	Q3 2021	Q3 2023	5
1900 WEALTH MANAGEMENT LLC	5	5	0.04%	0.05%	0.06%	Q1 2021	Q1 2022	5
Mystic Asset Management, Inc.	3	1	0.12%	0.14%	0.19%	Q1 2022	Q3 2023	5
Sturgeon Ventures LLP	5	5	0.02%	0.05%	0.09%	Q3 2020	Q3 2021	5
Tyler-Stone Wealth Management	5	5	0.00%	0.09%	0.13%	Q4 2021	Q4 2022	5
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	4	1	0.00%	0.04%	0.06%	Q4 2020	Q3 2023	5
Compass Financial Group, INC/SD	5	5	0.24%	0.26%	0.30%	Q4 2022	Q4 2023	5
WOODWARD DIVERSIFIED CAPITAL, LLC	5	5	0.18%	0.20%	0.22%	Q4 2020	Q4 2021	5
Laraway Financial Advisors Inc	5	5	0.26%	0.27%	0.28%	Q3 2022	Q3 2023	5
Strategic Capital Group LLC	5	5	0.12%	0.77%	1.75%	Q2 2013	Q2 2014	5
Roble, Belko & Company, Inc	5	5	0.02%	0.02%	0.02%	Q2 2019	Q2 2020	5
H&H Retirement Design & Management INC	5	5	1.38%	1.43%	1.46%	Q4 2021	Q4 2022	5
Signature Wealth Management Group	4	4	0.04%	0.05%	0.06%	Q4 2017	Q3 2018	4
Retirement Planning Group, LLC	4	4	0.06%	0.14%	0.36%	Q2 2021	Q1 2022	4
KMS FINANCIAL SERVICES, INC	2	2	0.03%	0.07%	0.15%	Q2 2013	Q3 2014	4
EXENCIAL WEALTH ADVISORS, LLC	2	2	0.30%	0.49%	0.70%	Q2 2018	Q3 2023	4
Burt Wealth Advisors	4	4	0.03%	0.03%	0.03%	Q1 2020	Q4 2020	4
LaFleur & Godfrey LLC	4	4	0.48%	0.57%	0.65%	Q3 2020	Q2 2021	4
RiverGlades Family Offices LLC	3	1	0.19%	0.21%	0.25%	Q2 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.02%	0.03%	0.06%	Q4 2022	Q3 2023	4
PineBridge Investments, L.P.	2	1	0.04%	0.10%	0.18%	Q2 2020	Q3 2023	4
WestHill Financial Advisors, Inc.	4	4	0.02%	0.03%	0.05%	Q3 2022	Q2 2023	4
Center For Asset Management LLC	4	4	0.20%	0.23%	0.26%	Q2 2021	Q1 2022	4
Camarda Financial Advisors, LLC	3	1	0.03%	0.24%	0.35%	Q4 2018	Q3 2020	4
Headlands Technologies LLC	4	4	0.04%	0.58%	1.66%	Q4 2022	Q3 2023	4
Marietta Wealth Management, LLC	4	4	0.40%	0.43%	0.48%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	1.17%	1.41%	1.54%	Q4 2022	Q3 2023	4
HANCOCK WHITNEY CORP	4	4	0.08%	0.08%	0.09%	Q4 2016	Q3 2017	4
Meeder Advisory Services, Inc.	4	4	0.60%	0.74%	0.89%	Q4 2022	Q3 2023	4
Strategic Blueprint, LLC	4	4	0.03%	0.04%	0.06%	Q4 2020	Q3 2021	4
FIRST FINANCIAL CORP /IN/	3	1	0.00%	0.01%	0.03%	Q2 2020	Q3 2023	4
Zhang Financial LLC	3	1	0.04%	0.06%	0.08%	Q1 2022	Q3 2023	4
SWMG, LLC	2	1	0.13%	0.20%	0.25%	Q4 2020	Q2 2023	4
TUDOR INVESTMENT CORP ET AL	2	1	0.01%	0.01%	0.02%	Q4 2018	Q4 2020	4
Ahrens Investment Partners LLC	3	1	0.00%	0.01%	0.03%	Q4 2021	Q1 2023	4
Y.D. More Investments Ltd	4	4	0.02%	0.36%	1.35%	Q4 2022	Q3 2023	4
First Farmers & Merchants Bank / Trust	4	4	0.83%	0.88%	0.92%	Q4 2021	Q3 2022	4
Whitaker-Myers Wealth Managers, LTD.	4	4	0.14%	0.23%	0.42%	Q4 2022	Q3 2023	4
FIRST MERCANTILE TRUST CO	4	4	2.23%	2.39%	2.61%	Q4 2020	Q3 2021	4
Vigilare Wealth Management	2	1	0.15%	0.24%	0.35%	Q4 2019	Q2 2022	4
Von Berge Wealth Management Group, LLC	4	4	0.39%	0.64%	0.98%	Q4 2021	Q3 2022	4
SageGuard Financial Group, LLC	4	4	0.73%	1.89%	5.19%	Q4 2020	Q3 2021	4
AGF MANAGEMENT LTD	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
BELLEVUE ASSET MANAGEMENT, LLC	4	4	0.01%	0.01%	0.01%	Q4 2019	Q3 2020	4
PIERSHALE FINANCIAL GROUP, INC.	4	4	0.04%	0.05%	0.06%	Q3 2013	Q2 2014	4
Capital One Investing, Inc.	4	4	1.70%	1.82%	1.94%	Q4 2018	Q3 2019	4
TDAM USA INC.	4	4	0.02%	0.07%	0.18%	Q3 2013	Q2 2014	4
Brooklyn FI, LLC	3	1	0.31%	0.32%	0.34%	Q4 2021	Q1 2023	4
CYPRESS CAPITAL MANAGEMENT LLC	4	4	0.32%	0.53%	0.73%	Q4 2021	Q3 2022	4
Oakworth Capital, Inc.	2	1	0.00%	0.22%	0.48%	Q2 2020	Q3 2023	4
DFPG INVESTMENTS, LLC	4	4	0.06%	0.08%	0.10%	Q4 2022	Q3 2023	4
BANK OF NOVA SCOTIA	4	4	0.00%	0.00%	0.01%	Q3 2021	Q2 2022	4
Lloyd Advisory Services, LLC.	3	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2022	4
Pioneer Wealth Management Group	4	4	4.03%	4.78%	5.76%	Q4 2022	Q3 2023	4
Minot Wealth Management LLC	4	4	0.09%	0.13%	0.18%	Q1 2020	Q4 2020	4
Addison Advisors LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
ACCURATE INVESTMENT SOLUTIONS, INC.	4	4	0.00%	0.00%	0.00%	Q3 2017	Q2 2018	4
Beacon Bridge Wealth Partners, LLC	4	4	0.13%	0.17%	0.22%	Q4 2022	Q3 2023	4
CONDOR CAPITAL MANAGEMENT	4	4	0.04%	0.05%	0.05%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	6.80%	8.63%	9.95%	Q4 2022	Q3 2023	4
Stratos Investment Management, LLC	4	4	0.04%	0.07%	0.14%	Q3 2021	Q2 2022	4
Life Planning Partners, Inc	4	4	2.68%	2.86%	3.01%	Q4 2021	Q3 2022	4
WEALTHFRONT Corp	2	2	0.00%	0.02%	0.06%	Q2 2015	Q3 2018	4
CAMBRIDGE TRUST CO	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Badgley Phelps Wealth Managers, LLC	4	4	0.84%	0.89%	0.95%	Q4 2022	Q3 2023	4
LEVEL FOUR FINANCIAL, LLC	4	4	0.40%	0.41%	0.42%	Q4 2020	Q3 2021	4
EisnerAmper Wealth Management Corporate Benefits, LLC	2	1	0.10%	0.14%	0.17%	Q1 2020	Q4 2023	4
Talisman Wealth Advisors LLC	4	4	0.54%	0.61%	0.72%	Q4 2022	Q3 2023	4
Epic Trust Investment Advisors, LLC	4	4	0.30%	0.73%	1.04%	Q4 2022	Q3 2023	4
PETRA FINANCIAL ADVISORS INC	4	4	1.42%	2.12%	3.59%	Q4 2022	Q3 2023	4
Horan Capital Advisors, LLC.	4	4	0.23%	0.28%	0.31%	Q4 2022	Q3 2023	4
Grove Bank & Trust	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	0.03%	0.33%	1.22%	Q4 2022	Q3 2023	4
PRELUDE CAPITAL MANAGEMENT, LLC	2	1	0.00%	0.01%	0.02%	Q1 2016	Q4 2020	4
Kades & Cheifetz LLC	4	4	0.28%	0.28%	0.29%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.02%	0.03%	0.04%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.70%	1.57%	1.96%	Q4 2022	Q3 2023	4
Bryn Mawr Capital Management, LLC	4	4	0.14%	0.19%	0.21%	Q4 2022	Q3 2023	4
Wambolt & Associates, LLC	4	4	0.08%	0.09%	0.10%	Q2 2021	Q1 2022	4
GIRARD SECURITIES, INC.	4	4	0.37%	0.40%	0.44%	Q4 2016	Q3 2017	4
Evergreen Advisors, LLC	4	4	11.50%	11.65%	11.81%	Q4 2022	Q3 2023	4
FLYNN ZITO CAPITAL MANAGEMENT, LLC	2	2	0.21%	0.24%	0.26%	Q4 2021	Q4 2022	4
HORIZON BANCORP INC /IN/	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Saba Capital Management, L.P.	3	1	0.03%	0.17%	0.40%	Q2 2013	Q1 2015	4
BANK OF KOREA	4	4	18.70%	18.99%	19.21%	Q4 2022	Q3 2023	4
PROVENCE WEALTH MANAGEMENT GROUP	4	4	0.54%	0.99%	1.39%	Q4 2022	Q3 2023	4
WealthTrust-Arizona, LLC	4	4	0.11%	0.11%	0.11%	Q4 2015	Q3 2016	4
Pinnacle Wealth Planning Services, Inc.	4	4	0.04%	0.06%	0.06%	Q2 2022	Q1 2023	4
DecisionPoint Financial, LLC	4	4	14.81%	15.27%	15.72%	Q4 2022	Q3 2023	4
CNO Financial Group, Inc.	4	4	3.94%	5.16%	6.45%	Q4 2016	Q3 2017	4
Q3 Asset Management	2	1	2.50%	3.75%	4.49%	Q1 2019	Q2 2020	4
WATERSHED PRIVATE WEALTH LLC	4	4	0.70%	0.88%	1.09%	Q4 2022	Q3 2023	4
One William Street Capital Management, L.P.	4	4	47.63%	78.53%	93.30%	Q4 2022	Q3 2023	4
Rotella Capital Management, Inc.	4	4	1.37%	2.29%	2.91%	Q1 2014	Q4 2014	4
MY Wealth Management Inc.	4	4	4.86%	6.03%	8.16%	Q4 2021	Q3 2022	4
DDFG, Inc	4	4	0.54%	1.05%	1.27%	Q4 2022	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	0.36%	0.40%	0.42%	Q4 2022	Q3 2023	4
FIRST HORIZON CORP	4	4	0.01%	0.01%	0.02%	Q3 2020	Q2 2021	4
Bridge Advisory, LLC	4	4	0.13%	0.20%	0.24%	Q4 2020	Q3 2021	4
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Covenant Multifamily Offices, LLC	4	4	0.06%	0.07%	0.07%	Q4 2020	Q3 2021	4
InTrack Investment Management Inc	3	1	0.16%	0.19%	0.24%	Q4 2020	Q1 2022	4
My Personal CFO, LLC	4	4	0.50%	0.60%	0.70%	Q4 2021	Q3 2022	4
MRA Associates USA LLC	4	4	0.07%	0.57%	1.31%	Q4 2018	Q3 2019	4
Wunderlich Capital Managemnt	4	4	1.87%	1.95%	2.06%	Q4 2022	Q3 2023	4
Arista Wealth Management, LLC	4	4	11.36%	14.55%	18.62%	Q4 2022	Q3 2023	4
BADGLEY PHELPS & BELL INC	4	4	0.29%	0.40%	0.65%	Q4 2015	Q3 2016	4
WMS Partners, LLC	2	2	0.16%	0.19%	0.21%	Q2 2014	Q2 2015	4
NOMURA ASSET MANAGEMENT CO LTD	3	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2020	4
Pillar Wealth Advisors, LLC	4	4	0.77%	0.84%	0.93%	Q4 2022	Q3 2023	4
NewSquare Capital LLC	4	4	0.01%	0.04%	0.07%	Q1 2022	Q4 2022	4
Trifecta Capital Advisors, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Japan Science & Technology Agency	4	4	14.20%	18.66%	21.23%	Q4 2022	Q3 2023	4
REBALANCE, LLC	4	4	4.98%	5.47%	5.97%	Q4 2022	Q3 2023	4
Benedetti & Gucer, Inc.	4	4	0.91%	1.41%	2.04%	Q1 2021	Q4 2021	4
Alliance Wealth Advisors, LLC /UT	4	4	0.08%	0.09%	0.11%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.28%	0.31%	0.37%	Q4 2022	Q3 2023	4
Fiduciary Planning LLC	3	1	0.01%	1.25%	4.98%	Q1 2020	Q1 2021	4
RAYNER & HAYNOR	4	4	0.49%	0.51%	0.53%	Q4 2013	Q3 2014	4
SageView Advisory Group, LLC	4	4	0.11%	0.19%	0.36%	Q4 2022	Q3 2023	4
BROOKS, MOORE & ASSOCIATES, INC.	4	4	0.30%	0.32%	0.33%	Q1 2019	Q4 2019	4
Beaumont Financial Advisors, LLC	4	4	0.05%	0.05%	0.05%	Q4 2022	Q3 2023	4
Coyle Financial Counsel LLC	4	4	3.67%	3.92%	4.26%	Q4 2022	Q3 2023	4
DRIVE WEALTH MANAGEMENT, LLC	3	1	0.12%	0.32%	0.56%	Q4 2021	Q3 2023	4
GAMCO INVESTORS, INC. ET AL	4	4	0.00%	0.00%	0.01%	Q1 2019	Q4 2019	4
Farther Finance Advisors, LLC	4	4	1.14%	2.63%	4.93%	Q4 2022	Q3 2023	4
Watchman Group, Inc.	4	4	8.37%	8.64%	8.94%	Q2 2022	Q1 2023	4
Zions Bancorporation, N.A.	1	1	0.00%	0.01%	0.02%	Q1 2019	Q1 2022	4
Garden State Investment Advisory Services LLC	4	4	0.20%	0.23%	0.30%	Q4 2022	Q3 2023	4
DOLIVER ADVISORS, LP	4	4	0.11%	0.13%	0.17%	Q4 2018	Q3 2019	4
Divergent Planning, LLC	4	4	9.31%	9.54%	9.73%	Q4 2022	Q3 2023	4
WEALTHSOURCE PARTNERS, LLC	2	1	0.02%	0.06%	0.08%	Q2 2019	Q3 2022	4
TFB Advisors LLC	4	4	0.17%	0.34%	0.76%	Q4 2022	Q3 2023	4
Symphony Financial, Ltd. Co.	4	4	2.15%	2.98%	3.46%	Q4 2020	Q3 2021	4
Sugarloaf Wealth Management, LLC	4	4	0.01%	0.02%	0.03%	Q4 2022	Q3 2023	4
XL Group Investments Ltd	4	4	2.66%	4.71%	7.36%	Q1 2017	Q4 2017	4
HALL CAPITAL MANAGEMENT CO INC	4	4	0.35%	0.37%	0.38%	Q2 2021	Q1 2022	4
KANAWHA CAPITAL MANAGEMENT LLC	4	4	0.05%	0.07%	0.10%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.05%	0.10%	0.19%	Q4 2022	Q3 2023	4
CHAPIN DAVIS, INC.	4	4	0.15%	0.16%	0.17%	Q4 2022	Q3 2023	4
BROWN ADVISORY INC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
MITCHELL SINKLER & STARR/PA	4	4	0.27%	0.29%	0.31%	Q4 2019	Q3 2020	4
Latitude Advisors, LLC	3	1	0.08%	0.11%	0.16%	Q3 2021	Q2 2023	4
Kohmann Bosshard Financial Services, LLC	4	4	0.05%	0.06%	0.06%	Q4 2022	Q3 2023	4
IEQ CAPITAL, LLC	3	1	0.00%	0.01%	0.01%	Q1 2022	Q2 2023	4
Fortis Capital Management LLC	2	1	0.31%	1.20%	2.79%	Q2 2022	Q3 2023	4
Forward Management, LLC	4	4	0.22%	0.23%	0.25%	Q4 2014	Q3 2015	4
BLACKROCK ADVISORS LLC	2	2	0.00%	0.00%	0.00%	Q3 2015	Q4 2015	4
Clean Yield Group	2	2	0.03%	0.04%	0.05%	Q2 2016	Q4 2020	4
Tradewinds Capital Management, LLC	1	1	0.00%	0.01%	0.04%	Q1 2014	Q1 2021	4
Triumph Capital Management	2	2	0.10%	1.32%	1.94%	Q3 2021	Q4 2022	4
Kernodle & Katon Asset Management Group, LLC	4	4	0.00%	0.00%	0.00%	Q4 2015	Q3 2016	4
Aevitas Wealth Management, Inc.	4	4	0.06%	0.07%	0.07%	Q2 2018	Q1 2019	4
CETERA INVESTMENT MANAGEMENT LLC	3	3	0.13%	0.14%	0.14%	Q4 2015	Q2 2016	3
Lombard Odier Asset Management (Switzerland) SA	2	1	1.24%	4.35%	9.42%	Q1 2015	Q4 2015	3
Capital Wealth Planning, LLC	2	1	0.02%	0.02%	0.04%	Q2 2019	Q1 2020	3
DAVIDSON INVESTMENT ADVISORS	3	3	0.02%	0.04%	0.07%	Q1 2023	Q3 2023	3
MAPLE SECURITIES USA INC	3	3	0.04%	0.04%	0.05%	Q4 2014	Q2 2015	3
SWEENEY & MICHEL, LLC	3	3	0.12%	0.12%	0.13%	Q1 2023	Q3 2023	3
Transform Wealth, LLC	3	3	0.08%	0.11%	0.16%	Q2 2019	Q4 2019	3
Revisor Wealth Management LLC	3	3	1.37%	1.82%	2.68%	Q1 2023	Q3 2023	3
Prosperity Planning, Inc.	2	1	0.03%	0.09%	0.13%	Q4 2020	Q2 2022	3
ROTHSCHILD INVESTMENT LLC /IL	3	3	0.04%	0.05%	0.05%	Q1 2016	Q3 2016	3
Arkos Global Advisors	3	3	0.07%	0.08%	0.08%	Q1 2022	Q3 2022	3
FIRST HAWAIIAN BANK	3	3	0.01%	0.01%	0.01%	Q3 2018	Q1 2019	3
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
Smith Anglin Financial, LLC	3	3	2.63%	2.88%	3.31%	Q1 2023	Q3 2023	3
WESTERN FINANCIAL Corp	3	3	0.13%	0.15%	0.17%	Q2 2021	Q4 2021	3
Strategic Financial Services, Inc,	3	3	4.63%	4.71%	4.76%	Q1 2023	Q3 2023	3
BIP Wealth, LLC	3	3	0.43%	0.54%	0.73%	Q1 2023	Q3 2023	3
Yoder Wealth Management, Inc.	3	3	3.97%	4.31%	4.65%	Q1 2023	Q3 2023	3
Resolute Advisors LLC	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
Pendal Group Ltd	3	3	0.04%	0.05%	0.07%	Q4 2018	Q2 2019	3
COMERICA SECURITIES,INC.	3	3	0.02%	0.05%	0.09%	Q1 2023	Q3 2023	3
DEFINED WEALTH MANAGEMENT, LLC	3	3	0.49%	0.72%	0.92%	Q1 2023	Q3 2023	3
FLC Capital Advisors	3	3	1.78%	1.95%	2.09%	Q4 2022	Q2 2023	3
ALBION FINANCIAL GROUP /UT	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
RAND WEALTH, LLC	3	3	0.02%	0.03%	0.03%	Q2 2017	Q4 2017	3
SPRING CREEK CAPITAL LLC	3	3	0.05%	0.11%	0.17%	Q2 2018	Q4 2018	3
Cypress Point Wealth Management, LLC	3	3	0.00%	0.01%	0.02%	Q1 2021	Q3 2021	3
American Financial Advisors, LLC	3	3	0.13%	1.88%	3.00%	Q1 2023	Q3 2023	3
NorthRock Partners, LLC	2	1	0.02%	0.03%	0.04%	Q3 2020	Q2 2022	3
Consolidated Portfolio Review Corp	3	3	0.22%	0.25%	0.27%	Q1 2023	Q3 2023	3
Novak Financial Planning, LLC	3	3	0.85%	0.95%	1.06%	Q4 2020	Q2 2021	3
Silicon Valley Capital Partners	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
VALLEY FINANCIAL MANAGEMENT, INC.	3	3	0.02%	0.02%	0.02%	Q4 2022	Q2 2023	3
Lenox Wealth Management, Inc.	3	3	0.00%	0.00%	0.00%	Q4 2019	Q2 2020	3
tru Independence LLC	1	1	0.00%	0.02%	0.04%	Q4 2019	Q2 2021	3
FURE FINANCIAL CORP	3	3	0.00%	2.73%	5.37%	Q3 2020	Q1 2021	3
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Lion Street Advisors, LLC	3	3	0.46%	0.56%	0.68%	Q1 2023	Q3 2023	3
ADAMSBROWN WEALTH CONSULTANTS LLC	3	3	0.17%	0.19%	0.23%	Q4 2021	Q2 2022	3
Princeton Global Asset Management LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
TBH Global Asset Management, LLC	3	3	0.26%	0.29%	0.32%	Q1 2023	Q3 2023	3
Carnegie Capital Asset Management, LLC	3	3	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	3
HATTON CONSULTING, INC.	3	3	19.77%	20.37%	21.49%	Q1 2021	Q3 2021	3
Perennial Investment Advisors, LLC	3	3	0.11%	0.12%	0.12%	Q1 2023	Q3 2023	3
Atomi Financial Group, Inc.	3	3	0.10%	0.12%	0.14%	Q1 2023	Q3 2023	3
Hoese & Co LLP	3	3	0.01%	0.01%	0.01%	Q2 2023	Q4 2023	3
Strategic Investment Solutions, Inc. /IL	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
Strategies Wealth Advisors, LLC	3	3	0.46%	0.84%	1.36%	Q4 2021	Q2 2022	3
Pathway Financial Advisors LLC	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
ROPES WEALTH ADVISORS LLC	1	1	0.00%	0.03%	0.07%	Q2 2019	Q3 2023	3
FREEDOM WEALTH ALLIANCE, LLC	3	3	0.42%	0.44%	0.47%	Q4 2022	Q2 2023	3
Cape Investment Advisory, Inc.	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
VESTOR CAPITAL, LLC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
Balboa Wealth Partners	3	3	0.08%	0.11%	0.14%	Q3 2022	Q1 2023	3
Fiera Capital Corp	3	3	0.00%	0.00%	0.01%	Q2 2022	Q4 2022	3
Pacific Wealth Management	3	3	0.18%	0.19%	0.20%	Q4 2022	Q2 2023	3
Seven Post Investment Office LP	3	3	0.29%	1.50%	2.58%	Q2 2021	Q4 2021	3
Glassman Wealth Services	1	1	0.00%	0.00%	0.01%	Q3 2020	Q1 2023	3
Financial Gravity Companies, Inc.	2	1	0.00%	1.11%	1.66%	Q4 2017	Q4 2018	3
TITLEIST ASSET MANAGEMENT, LLC	3	3	0.58%	0.60%	0.63%	Q1 2023	Q3 2023	3
BOOTHBAY FUND MANAGEMENT, LLC	2	1	0.01%	0.01%	0.01%	Q4 2021	Q1 2023	3
ETF Portfolio Partners, Inc.	3	3	0.12%	0.12%	0.13%	Q1 2021	Q3 2021	3
USAdvisors Wealth Management, LLC	3	3	0.13%	0.15%	0.16%	Q2 2019	Q4 2019	3
CoreCap Advisors, LLC	1	1	0.01%	0.01%	0.03%	Q4 2021	Q4 2022	3
Empower Advisory Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
WESTWOOD HOLDINGS GROUP INC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	3	3	0.29%	0.30%	0.31%	Q1 2023	Q3 2023	3
Gibson Capital, LLC	3	3	0.08%	0.10%	0.12%	Q2 2014	Q4 2014	3
Coppell Advisory Solutions LLC	2	1	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.38%	0.41%	0.45%	Q4 2022	Q3 2023	3
Cedar Wealth Management, LLC	2	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	3
Jane Street Holding, LLC	3	3	0.00%	0.06%	0.09%	Q2 2013	Q4 2013	3
Moisand Fitzgerald Tamayo, LLC	1	1	0.00%	0.01%	0.01%	Q4 2019	Q2 2021	3
Maryland Capital Management	2	1	0.02%	0.02%	0.04%	Q1 2021	Q3 2022	3
CAPITAL WEALTH MANAGEMENT, LLC	2	1	0.20%	0.70%	0.98%	Q4 2017	Q4 2022	3
LIBRA WEALTH LLC	3	3	0.04%	3.44%	5.30%	Q2 2022	Q4 2022	3
AVALON CAPITAL MANAGEMENT	3	3	0.27%	1.69%	2.49%	Q3 2015	Q1 2016	3
FIRST NATIONAL BANK SIOUX FALLS	3	3	14.42%	16.01%	17.66%	Q1 2023	Q3 2023	3
Monument Capital Management	3	3	0.24%	0.48%	0.88%	Q1 2023	Q3 2023	3
Capital Wealth Alliance, LLC	3	3	0.23%	0.26%	0.29%	Q2 2020	Q4 2020	3
FEDERAL RESERVE BANK OF NEW YORK	3	3	16.27%	18.31%	22.20%	Q4 2020	Q2 2021	3
GUARDIAN WEALTH ADVISORS, LLC / NC	2	1	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	3
PFG Investments, LLC	3	3	0.21%	0.23%	0.25%	Q1 2023	Q3 2023	3
SYM FINANCIAL Corp	1	1	0.01%	0.08%	0.18%	Q4 2019	Q3 2021	3
Yorktown Management & Research Co Inc	2	1	0.06%	0.07%	0.08%	Q2 2013	Q1 2016	3
LMCG INVESTMENTS, LLC	3	3	0.13%	0.14%	0.14%	Q1 2022	Q3 2022	3
Investors Capital Advisory Services	2	1	0.05%	0.05%	0.05%	Q3 2015	Q2 2016	3
Avion Wealth	2	1	0.00%	0.02%	0.06%	Q4 2020	Q4 2022	3
FIDUCIENT ADVISORS LLC	3	3	1.79%	5.18%	8.10%	Q1 2023	Q3 2023	3
Summit Equities Inc	3	3	0.19%	0.23%	0.25%	Q1 2018	Q3 2018	3
Pine Valley Investments Ltd Liability Co	3	3	0.21%	0.26%	0.34%	Q1 2023	Q3 2023	3
Foster Victor Wealth Advisors, LLC	3	3	0.07%	0.55%	1.42%	Q4 2019	Q2 2020	3
BRIGHTON JONES LLC	2	1	0.02%	0.03%	0.05%	Q2 2019	Q3 2021	3
First Pacific Financial	3	3	8.21%	8.52%	8.80%	Q1 2023	Q3 2023	3
Mendel Capital Management LLC	3	3	0.18%	0.21%	0.26%	Q1 2023	Q3 2023	3
Missouri Trust & Investment Co	2	1	0.01%	0.05%	0.08%	Q4 2021	Q3 2022	3
Savant Capital, LLC	3	3	0.00%	0.02%	0.03%	Q1 2023	Q3 2023	3
HIGHLAND CAPITAL MANAGEMENT, LLC	3	3	0.09%	0.09%	0.09%	Q2 2014	Q4 2014	3
TIEDEMANN ADVISORS, LLC	3	3	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	3
Parcion Private Wealth LLC	3	3	0.02%	0.19%	0.51%	Q1 2022	Q3 2022	3
25 LLC	3	3	9.51%	9.83%	10.02%	Q1 2023	Q3 2023	3
SHUFRO ROSE & CO LLC	3	3	0.05%	0.06%	0.08%	Q1 2023	Q3 2023	3
Lauer Wealth, LLC	3	3	6.88%	7.35%	8.20%	Q1 2023	Q3 2023	3
Connecticut Wealth Management, LLC	3	3	0.07%	0.08%	0.10%	Q1 2023	Q3 2023	3
InterOcean Capital Group, LLC	2	1	0.01%	0.01%	0.02%	Q4 2021	Q4 2022	3
Stevens First Principles Investment Advisors	3	3	0.03%	0.13%	0.19%	Q4 2018	Q2 2019	3
Advisors Preferred, LLC	2	1	0.02%	0.05%	0.08%	Q3 2015	Q1 2019	3
ANDERSON HOAGLAND & CO	3	3	0.09%	0.69%	1.07%	Q4 2020	Q2 2021	3
Lloyd Park, LLC	2	1	1.42%	1.49%	1.62%	Q4 2021	Q3 2022	3
FormulaFolio Investments, LLC	3	3	0.01%	0.01%	0.02%	Q4 2020	Q2 2021	3
SignalPoint Asset Management, LLC	2	1	0.08%	0.28%	0.40%	Q2 2016	Q3 2023	3
Capital Bank & Trust Co	2	1	0.00%	0.00%	0.00%	Q2 2019	Q1 2020	3
Rooted Wealth Advisors, Inc.	3	3	0.16%	1.29%	3.19%	Q1 2023	Q3 2023	3
Phoenix Wealth Advisors	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
Sunbelt Securities, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Beacon Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q1 2023	3
HAZLETT, BURT & WATSON, INC.	2	1	0.00%	0.00%	0.01%	Q1 2022	Q4 2022	3
Centiva Capital, LP	2	1	0.20%	0.41%	0.76%	Q2 2022	Q2 2023	3
SWM Advisors	3	3	0.42%	0.58%	0.87%	Q4 2021	Q2 2022	3
IFS Advisors, LLC	2	1	0.06%	0.19%	0.28%	Q3 2021	Q3 2022	3
Carmel Capital Partners, LLC	3	3	0.02%	0.02%	0.03%	Q1 2023	Q3 2023	3
Camelot Portfolios, LLC	2	1	0.10%	0.16%	0.23%	Q4 2017	Q1 2019	3
Cornerstone Planning Group LLC	2	1	0.02%	0.04%	0.06%	Q4 2022	Q3 2023	3
FSM Wealth Advisors, LLC	3	3	0.30%	0.35%	0.40%	Q3 2022	Q1 2023	3
Anson Capital, Inc.	3	3	0.28%	0.35%	0.48%	Q4 2021	Q2 2022	3
READYSTATE ASSET MANAGEMENT LP	3	3	1.78%	3.24%	5.70%	Q4 2022	Q2 2023	3
Winslow, Evans & Crocker, Inc.	3	3	0.00%	0.00%	0.00%	Q4 2015	Q2 2016	3
Beaumont Financial Partners, LLC	3	3	0.02%	0.02%	0.02%	Q1 2022	Q3 2022	3
CAROLINAS WEALTH CONSULTING LLC	2	1	0.00%	0.00%	0.01%	Q4 2019	Q4 2020	3
Eagle Bay Advisors LLC	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
CENTRAL BANK OF BRAZIL	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
TRANSATLANTIQUE PRIVATE WEALTH LLC	3	3	0.24%	0.25%	0.27%	Q1 2023	Q3 2023	3
BlueCrest Capital Management Ltd	2	2	0.28%	1.37%	2.46%	Q1 2023	Q2 2023	2
Sumitomo Mitsui Trust Holdings, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2020	2
Congress Wealth Management LLC / DE /	1	1	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	2
BANQUE PICTET & CIE SA	2	2	0.01%	0.02%	0.04%	Q2 2023	Q3 2023	2
Advisor Resource Council	2	2	0.05%	0.09%	0.13%	Q3 2021	Q4 2021	2
USA FINANCIAL FORMULAS	1	1	0.00%	0.01%	0.01%	Q3 2020	Q4 2021	2
GHP Investment Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	2
RPG Investment Advisory, LLC	2	2	0.04%	0.04%	0.04%	Q3 2017	Q4 2017	2
Barber Financial Group, Inc.	2	2	0.04%	0.05%	0.06%	Q2 2022	Q3 2022	2
Gryphon Financial Partners LLC	2	2	0.07%	0.08%	0.09%	Q3 2021	Q4 2021	2
First County Bank /CT/	2	2	0.11%	0.11%	0.12%	Q2 2023	Q3 2023	2
Portside Wealth Group, LLC	2	2	0.28%	0.29%	0.29%	Q2 2023	Q3 2023	2
Madison Asset Management, LLC	2	2	0.12%	0.12%	0.13%	Q3 2020	Q4 2020	2
Hayden Royal, LLC	2	2	0.17%	0.37%	0.58%	Q4 2018	Q1 2019	2
First Personal Financial Services	1	1	0.01%	0.01%	0.01%	Q4 2015	Q3 2022	2
Jump Financial, LLC	1	1	0.01%	0.03%	0.05%	Q1 2022	Q1 2023	2
Key Client Fiduciary Advisors, LLC	2	2	0.18%	0.20%	0.23%	Q1 2023	Q2 2023	2
Goelzer Investment Management, Inc.	1	1	0.02%	0.06%	0.10%	Q4 2022	Q3 2023	2
Paladin Advisory Group, LLC	2	2	0.15%	0.36%	0.57%	Q4 2021	Q1 2022	2
III Capital Management	2	2	0.81%	1.20%	1.59%	Q3 2022	Q4 2022	2
EAGLE GLOBAL ADVISORS LLC	2	2	0.01%	0.01%	0.01%	Q2 2013	Q3 2013	2
Moss Adams Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	2
HUTCHINSON CAPITAL MANAGEMENT/CA	2	2	0.36%	0.36%	0.36%	Q4 2021	Q1 2022	2
Financial Futures Ltd Liability Co.	2	2	1.28%	4.01%	6.74%	Q2 2023	Q3 2023	2
WealthBridge Capital Management, LLC	2	2	0.03%	0.04%	0.04%	Q4 2018	Q1 2019	2
Hanlon Investment Management, Inc.	1	1	2.81%	3.22%	3.64%	Q3 2019	Q2 2020	2
Aft, Forsyth & Sober, LLC	2	2	6.46%	6.54%	6.62%	Q3 2016	Q4 2016	2
Winthrop Advisory Group LLC	2	2	0.15%	0.16%	0.16%	Q4 2021	Q1 2022	2
Asset Management One Co., Ltd.	2	2	0.00%	0.00%	0.00%	Q1 2018	Q2 2018	2
Invst, LLC	2	2	0.04%	0.05%	0.07%	Q2 2023	Q3 2023	2
INTEGRAL INVESTMENT ADVISORS, INC.	2	2	0.20%	1.29%	2.38%	Q4 2021	Q1 2022	2
Black Diamond Financial, LLC	1	1	0.10%	0.11%	0.13%	Q2 2020	Q4 2020	2
Exchange Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2016	Q1 2018	2
Blackhawk Capital Partners LLC.	2	2	0.02%	0.02%	0.02%	Q4 2017	Q1 2018	2
Western Asset Management Company, LLC	2	2	3.18%	3.43%	3.68%	Q2 2020	Q3 2020	2
Strait & Sound Wealth Management LLC	2	2	0.24%	0.25%	0.27%	Q4 2022	Q1 2023	2
STEPHENS GROUP ASSET MANAGEMENT, LLC	1	1	0.00%	0.01%	0.02%	Q3 2018	Q4 2022	2
TimeScale Financial, Inc.	1	1	0.00%	0.00%	0.01%	Q2 2019	Q4 2021	2
Cornerstone Advisory, LLC	1	1	0.04%	0.07%	0.09%	Q4 2019	Q4 2020	2
American Financial Network Advisory Services LLC	2	2	0.10%	0.13%	0.16%	Q3 2017	Q4 2017	2
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC	2	2	0.04%	0.08%	0.12%	Q2 2023	Q3 2023	2
CPA Asset Management LLC	2	2	0.17%	0.19%	0.21%	Q4 2022	Q1 2023	2
FIRST NATIONAL CORP /MA/ /ADV	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
Activest Wealth Management	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
Bleakley Financial Group, LLC	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
EVERGREEN CAPITAL MANAGEMENT LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
GODSEY & GIBB, INC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
FIDUCIARY TRUST CO	2	2	0.00%	0.00%	0.01%	Q3 2021	Q4 2021	2
Meristem Family Wealth, LLC	2	2	0.02%	0.06%	0.10%	Q2 2021	Q3 2021	2
SEVEN MILE ADVISORY	2	2	2.41%	2.56%	2.70%	Q2 2023	Q3 2023	2
ShoreHaven Wealth Partners, LLC	2	2	0.08%	0.08%	0.08%	Q4 2020	Q1 2021	2
QCI ASSET MANAGEMENT INC/NY	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.03%	0.04%	Q4 2021	Q3 2022	2
Sheaff Brock Investment Advisors, LLC	2	2	0.03%	0.03%	0.04%	Q4 2015	Q1 2016	2
SILVER OAK SECURITIES, INCORPORATED	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2023	2
UNION SAVINGS BANK	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Austin Private Wealth, LLC	1	1	0.09%	0.10%	0.11%	Q4 2019	Q2 2020	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.28%	0.29%	0.30%	Q4 2014	Q1 2015	2
Oxinas Partners Wealth Management LLC	2	2	0.17%	0.18%	0.18%	Q2 2023	Q3 2023	2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	2	2	0.02%	0.02%	0.02%	Q3 2021	Q4 2021	2
Essex LLC	2	2	4.25%	4.61%	4.97%	Q2 2023	Q3 2023	2
Pure Financial Advisors, LLC	1	1	0.01%	0.01%	0.02%	Q2 2022	Q3 2023	2
PUBLIC SECTOR PENSION INVESTMENT BOARD	2	2	0.54%	0.64%	0.73%	Q2 2023	Q3 2023	2
JARISLOWSKY, FRASER Ltd	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.00%	0.22%	0.44%	Q2 2013	Q3 2013	2
NICOLET ADVISORY SERVICES, LLC	2	2	0.04%	0.04%	0.04%	Q1 2020	Q2 2020	2
Guardian Wealth Management, Inc.	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Walleye Trading LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q4 2017	2
Shelter Mutual Insurance Co	2	2	0.21%	0.22%	0.23%	Q2 2023	Q3 2023	2
BLUESTEIN R H & CO LLC	2	2	0.10%	0.12%	0.15%	Q2 2022	Q3 2022	2
TCG Advisors, LP	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
DRW Securities, LLC	1	1	0.01%	0.03%	0.05%	Q2 2013	Q4 2013	2
NOMURA HOLDINGS INC	2	2	0.00%	0.01%	0.01%	Q2 2013	Q3 2013	2
Halpern Financial, Inc.	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
Motley Fool Wealth Management, LLC	2	2	0.01%	0.02%	0.02%	Q3 2018	Q4 2018	2
Fortis Capital Advisors, LLC	2	2	0.00%	0.00%	0.01%	Q4 2022	Q1 2023	2
WEALTHSPAN PARTNERS, LLC	2	2	0.32%	1.12%	1.92%	Q4 2021	Q1 2022	2
Naviter Wealth, LLC	2	2	1.19%	1.19%	1.20%	Q2 2023	Q3 2023	2
OPUS INVESTMENT MANAGEMENT INC	2	2	3.51%	3.71%	3.92%	Q4 2020	Q1 2021	2
Pictet North America Advisors SA	2	2	0.52%	0.70%	0.88%	Q2 2023	Q3 2023	2
Leucadia National	2	2	0.04%	0.08%	0.13%	Q1 2023	Q2 2023	2
WIPFLI FINANCIAL ADVISORS LLC,	2	2	0.76%	1.02%	1.27%	Q2 2022	Q3 2022	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
Fortitude Advisory Group L.L.C.	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
OPPENHEIMER ASSET MANAGEMENT INC.	2	2	0.05%	0.05%	0.05%	Q1 2018	Q2 2018	2
ATHERTON LANE ADVISERS, LLC	2	2	0.01%	0.02%	0.03%	Q1 2015	Q2 2015	2
Alerus Investment Advisors Corp	2	2	1.40%	1.43%	1.46%	Q4 2015	Q1 2016	2
CTC Capital Management, LLC	2	2	30.75%	31.45%	32.16%	Q2 2022	Q3 2022	2
Wells Financial Advisors INC	2	2	0.57%	0.58%	0.58%	Q2 2023	Q3 2023	2
DeDora Capital, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2022	2
First Command Financial Services, Inc.	1	1	0.00%	0.01%	0.01%	Q4 2021	Q1 2023	2
Anfield Capital Management, LLC	1	1	0.00%	0.01%	0.01%	Q4 2019	Q2 2021	2
CoreFirst Bank & Trust	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
Grey Fox Wealth Advisors, LLC	2	2	0.02%	0.03%	0.04%	Q4 2022	Q1 2023	2
Claraphi Advisory Network, LLC	1	1	0.01%	0.01%	0.01%	Q3 2019	Q1 2020	2
AEGON USA Investment Management, LLC	1	1	0.00%	0.02%	0.03%	Q3 2013	Q4 2014	2
BlackRock Institutional Trust Company, N.A.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q4 2013	2
CNB Bank	1	1	0.00%	0.01%	0.01%	Q3 2021	Q1 2023	2
First Fiduciary Investment Counsel, Inc.	2	2	0.13%	0.27%	0.42%	Q2 2013	Q3 2013	2
Rockwood Wealth Management, LLC	2	2	0.10%	0.12%	0.13%	Q4 2021	Q1 2022	2
BRANDYWINE OAK PRIVATE WEALTH LLC	1	1	0.03%	2.35%	4.67%	Q4 2018	Q3 2023	2
MARIPAU WEALTH MANAGEMENT LLC	2	2	0.28%	0.32%	0.35%	Q2 2023	Q3 2023	2
ETF Store, Inc.	1	1	0.15%	0.20%	0.25%	Q4 2021	Q2 2022	2
RBA Wealth Management, LLC	2	2	0.10%	0.11%	0.11%	Q4 2021	Q1 2022	2
Zions Bancorporation	2	2	0.00%	0.00%	0.01%	Q1 2016	Q2 2016	2
Axim Planning & Wealth	2	2	0.02%	0.02%	0.02%	Q2 2022	Q3 2022	2
SWAN Capital LLC	1	1	6.59%	6.66%	6.73%	Q1 2023	Q3 2023	2
Total Clarity Wealth Management, Inc.	1	1	0.00%	0.00%	0.01%	Q4 2019	Q2 2022	2
TCG Advisory Services, LLC	2	2	0.15%	0.16%	0.16%	Q2 2023	Q3 2023	2
TOTH FINANCIAL ADVISORY CORP	1	1	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	2
Cherry Tree Wealth Management, LLC	2	2	0.00%	0.01%	0.01%	Q2 2023	Q3 2023	2
Idaho Trust Bank	2	2	2.01%	2.03%	2.05%	Q2 2023	Q3 2023	2
Creative Capital Management Investments LLC	2	2	0.00%	0.04%	0.08%	Q4 2022	Q1 2023	2
Verity Asset Management, Inc.	2	2	1.23%	2.04%	2.85%	Q2 2016	Q3 2016	2
Doyle Wealth Management	1	1	0.00%	0.00%	0.01%	Q4 2018	Q2 2019	2
Beacon Capital Management, LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
FLAGSTAR ADVISORS INC	1	1	0.00%	0.01%	0.01%	Q3 2021	Q3 2022	2
Darwin Wealth Management, LLC	2	2	0.05%	0.07%	0.09%	Q4 2019	Q1 2020	2
QCM Cayman, Ltd.	1	1	0.47%	0.78%	1.10%	Q3 2020	Q1 2022	2
Sage Investment Advisers LLC	2	2	4.27%	4.32%	4.37%	Q2 2022	Q3 2022	2
FourThought Financial Partners, LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Freestone Capital Holdings, LLC	2	2	0.00%	0.00%	0.01%	Q3 2020	Q4 2020	2
Valley Brook Capital Group, Inc.	2	2	0.02%	0.05%	0.07%	Q4 2020	Q1 2021	2
BBVA USA	2	2	0.00%	0.00%	0.00%	Q2 2021	Q3 2021	2
Mendota Financial Group, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
GoalVest Advisory LLC	2	2	0.00%	0.00%	0.01%	Q3 2023	Q4 2023	2
San Luis Wealth Advisors LLC	1	1	0.02%	0.46%	0.90%	Q4 2020	Q1 2022	2
Oxler Private Wealth LLC	2	2	0.01%	0.02%	0.03%	Q2 2022	Q3 2022	2
GDS Wealth Management	2	2	0.03%	0.05%	0.06%	Q2 2023	Q3 2023	2
Retireful, LLC	2	2	0.23%	0.57%	0.91%	Q2 2023	Q3 2023	2
GRAYHAWK INVESTMENT STRATEGIES INC.	2	2	0.43%	1.08%	1.74%	Q2 2022	Q3 2022	2
Sentinus, LLC	2	2	0.07%	0.11%	0.14%	Q1 2023	Q2 2023	2
SHINE INVESTMENT ADVISORY SERVICES INC	2	2	5.27%	5.32%	5.36%	Q2 2020	Q3 2020	2
McNaughton Wealth Management, LLC	2	2	0.70%	1.16%	1.62%	Q2 2023	Q3 2023	2
Valmark Advisers, Inc.	2	2	0.01%	0.01%	0.01%	Q4 2020	Q1 2021	2
Avantax Planning Partners, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	2
Independence Advisors, LLC	1	1	0.06%	0.07%	0.08%	Q3 2019	Q3 2020	2
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Ken Stern & Associates, Inc.	2	2	0.12%	0.14%	0.17%	Q3 2016	Q4 2016	2
Auour Investments LLC	2	2	1.78%	1.81%	1.83%	Q2 2023	Q3 2023	2
Aaron Wealth Advisors LLC	2	2	2.44%	3.10%	3.76%	Q3 2021	Q4 2021	2
Mariner Wealth Advisors-Madison, LLC	2	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2013	2
Dragon Financial & Investment Group, LLC	2	2	1.52%	1.52%	1.54%	Q4 2017	Q1 2018	2
Adirondack Research & Management Inc.	2	2	0.08%	0.08%	0.08%	Q2 2018	Q3 2018	2
X-Square Capital, LLC	2	2	0.14%	0.14%	0.15%	Q3 2020	Q4 2020	2
ORG Partners LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
ACIMA PRIVATE WEALTH, LLC	2	2	0.02%	0.02%	0.02%	Q4 2018	Q1 2019	2
AlphaCore Capital LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Valtinson Bruner Financial Planning LLC	2	2	0.29%	0.37%	0.44%	Q4 2022	Q1 2023	2
SAXON INTERESTS, INC.	2	2	0.12%	0.13%	0.14%	Q4 2021	Q1 2022	2
Hall Kathryn A.	2	2	0.40%	0.47%	0.54%	Q3 2020	Q4 2020	2
Acorn Wealth Advisors, LLC	2	2	0.00%	0.00%	0.01%	Q4 2017	Q1 2018	2
INVENIO WEALTH PARTNERS LLC	2	2	0.54%	1.08%	1.61%	Q2 2023	Q3 2023	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
Family Asset Management, LLC	2	2	1.50%	1.57%	1.64%	Q4 2022	Q1 2023	2
Bay Rivers Group	2	2	1.90%	2.00%	2.09%	Q2 2023	Q3 2023	2
Horrell Capital Management, Inc.	2	2	0.00%	0.00%	0.00%	Q4 2014	Q1 2015	2
Impact Partnership Wealth, LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
BALYASNY ASSET MANAGEMENT L.P.	2	2	0.00%	0.00%	0.00%	Q1 2023	Q2 2023	2
Facet Wealth, Inc.	2	2	2.80%	2.84%	2.88%	Q2 2023	Q3 2023	2
Lansing Street Advisors	1	1	0.02%	0.06%	0.10%	Q1 2022	Q4 2022	2
Investmark Advisory Group LLC	1	1	0.06%	0.62%	1.19%	Q4 2021	Q3 2022	2
First Allied Asset Management, Inc.	1	1	0.03%	0.10%	0.17%	Q2 2013	Q3 2014	2
Dynamic Technology Lab Private Ltd	1	1	0.02%	0.12%	0.21%	Q1 2020	Q4 2021	2
Great Lakes Retirement, Inc.	2	2	0.29%	0.32%	0.34%	Q4 2019	Q1 2020	2
Wealth Quarterback LLC	2	2	0.02%	0.02%	0.02%	Q2 2021	Q3 2021	2
Ruggie Capital Group	1	1	0.00%	0.16%	0.31%	Q4 2018	Q3 2019	2
W.H. Cornerstone Investments Inc.	1	1	0.60%	0.60%	0.60%	Q3 2023	Q3 2023	1
Falcon Wealth Planning	1	1	0.15%	0.15%	0.15%	Q3 2022	Q3 2022	1
Modus Advisors, LLC	1	1	0.26%	0.26%	0.26%	Q4 2023	Q4 2023	1
Curi Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Warwick Investment Management, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
PROFFITT & GOODSON INC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
ISLAY CAPITAL MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Edgestream Partners, L.P.	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
DT Investment Partners, LLC	1	1	0.03%	0.03%	0.03%	Q2 2020	Q2 2020	1
Nalls Sherbakoff Group, LLC	1	1	0.08%	0.08%	0.08%	Q4 2018	Q4 2018	1
Flaharty Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Gerber Kawasaki Wealth & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Power Corp of Canada	1	1	0.30%	0.30%	0.30%	Q1 2022	Q1 2022	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Osborn Williams & Donohoe LLC	1	1	0.23%	0.23%	0.23%	Q1 2019	Q1 2019	1
Hudson Bay Capital Management LP	1	1	0.18%	0.18%	0.18%	Q2 2023	Q2 2023	1
Fortis Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
King Wealth Management Group	1	1	0.19%	0.19%	0.19%	Q3 2014	Q3 2014	1
AMERICAN NATIONAL BANK	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
Mid-American Wealth Advisory Group, Inc.	1	1	0.48%	0.48%	0.48%	Q2 2023	Q2 2023	1
Icon Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
COWA, LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
Kohlberg Kravis Roberts & Co. L.P.	1	1	0.04%	0.04%	0.04%	Q2 2020	Q2 2020	1
Brand Asset Management Group, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
Lebenthal Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Americana Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Accurate Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Indiana Trust & Investment Management CO	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
EFG Asset Management (Americas) Corp.	1	1	0.26%	0.26%	0.26%	Q4 2014	Q4 2014	1
Corbenic Partners LLC	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Guardian Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Marquette Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Coppell Advisory Solutions Corp.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
MCDONALD PARTNERS LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Conrad Siegel Investment Advisors, Inc.	1	1	0.34%	0.34%	0.34%	Q2 2022	Q2 2022	1
Efficient Market Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
Econ Financial Services Corp	1	1	5.29%	5.29%	5.29%	Q4 2021	Q4 2021	1
RED CEDAR INVESTMENT MANAGEMENT, LLC	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
CABANA LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.22%	0.22%	0.22%	Q1 2017	Q1 2017	1
Bridgeworth, LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Nemes Rush Group LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Apollon Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Penobscot Investment Management Company, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Confluence Wealth Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
RDA Financial Network	1	1	0.12%	0.12%	0.12%	Q3 2019	Q3 2019	1
Salomon & Ludwin, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Waldron Private Wealth LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Vident Advisory, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
WealthOne, LLC	1	1	0.04%	0.04%	0.04%	Q4 2018	Q4 2018	1
Northwest Bank & Trust Co	1	1	0.22%	0.22%	0.22%	Q2 2023	Q2 2023	1
Cascade Investment Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Kozak & Associates, Inc.	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
PFS INVESTMENTS INC.	1	1	0.69%	0.69%	0.69%	Q4 2017	Q4 2017	1
FIRSTMERIT BANK N A TRUSTEE	1	1	0.16%	0.16%	0.16%	Q2 2016	Q2 2016	1
Johnson Financial Group, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Buffington Mohr McNeal	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
CMC Financial Group	1	1	26.22%	26.22%	26.22%	Q4 2019	Q4 2019	1
Princeton Alpha Management LP	1	1	0.06%	0.06%	0.06%	Q1 2014	Q1 2014	1
Verus Financial Partners, Inc.	1	1	0.05%	0.05%	0.05%	Q3 2022	Q3 2022	1
Copperwynd Financial, LLC	1	1	0.12%	0.12%	0.12%	Q2 2023	Q2 2023	1
Perkins Coie Trust Co	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PFG Private Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Berkshire Money Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
ACG Wealth	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Tarbox Family Office, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Koesten, Hirschmann & Crabtree, INC.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Latigo Investments, LLC	1	1	5.02%	5.02%	5.02%	Q3 2023	Q3 2023	1
DHJJ Financial Advisors, Ltd.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
WEALTH ADVISORS, INC.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
PNC Managed Account Solutions, Inc.	1	1	3.41%	3.41%	3.41%	Q2 2021	Q2 2021	1
Midwest Professional Planners, LTD.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Navalign, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Angeles Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
MCMILLION CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Glenview Trust Co	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Higher Moment Capital LP	1	1	7.61%	7.61%	7.61%	Q4 2017	Q4 2017	1
Kingfisher Capital LLC	1	1	0.70%	0.70%	0.70%	Q2 2016	Q2 2016	1
OLIVER LAGORE VANVALIN INVESTMENT GROUP	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
NEXT Financial Holdings	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Intrua Financial, LLC	1	1	0.29%	0.29%	0.29%	Q2 2020	Q2 2020	1
RFG HOLDINGS, INC.	1	1	0.17%	0.17%	0.17%	Q4 2020	Q4 2020	1
Pinkerton Retirement Specialists, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Arlington Financial Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
Connectus Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Kinloch Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Stratford Consulting, LLC	1	1	0.16%	0.16%	0.16%	Q1 2020	Q1 2020	1
First Command Bank	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Affiance Financial, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Virtu Financial LLC	1	1	0.04%	0.04%	0.04%	Q3 2017	Q3 2017	1
Heritage Financial Services, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Jaffetilchin Investment Partners, LLC	1	1	0.12%	0.12%	0.12%	Q1 2020	Q1 2020	1
Financial Planners of Cleveland, Inc.	1	1	0.42%	0.42%	0.42%	Q1 2022	Q1 2022	1
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Resonant Capital Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
RIVERSEDGE ADVISORS, LLC	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
TRADITION CAPITAL MANAGEMENT LLC	1	1	0.08%	0.08%	0.08%	Q2 2017	Q2 2017	1
Spectrum Management Group, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Frisch Financial Group, Inc.	1	1	0.19%	0.19%	0.19%	Q1 2022	Q1 2022	1
Liberty Mutual Group Asset Management Inc.	1	1	13.93%	13.93%	13.93%	Q4 2022	Q4 2022	1
ARROW FINANCIAL CORP	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Private Wealth Partners, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Steward Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
HBW ADVISORY SERVICES LLC	1	1	0.10%	0.10%	0.10%	Q1 2021	Q1 2021	1
BT Wealth Management LLC	1	1	0.22%	0.22%	0.22%	Q2 2022	Q2 2022	1
Watson Rebecca	1	1	0.04%	0.04%	0.04%	Q2 2020	Q2 2020	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Ceros Financial Services Inc.	1	1	0.08%	0.08%	0.08%	Q1 2019	Q1 2019	1
Northland Capital Management LLC	1	1	6.18%	6.18%	6.18%	Q3 2023	Q3 2023	1
CAPRIN ASSET MANAGEMENT LLC /ADV	1	1	1.65%	1.65%	1.65%	Q4 2022	Q4 2022	1
Lake Point Wealth Management	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Fiduciary Alliance LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
SILVERCREST ASSET MANAGEMENT GROUP LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Regent Peak Wealth Advisors LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
CITIZENS FINANCIAL GROUP INC/RI	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
FIRST CITIZENS BANK & TRUST CO	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
RBO & CO LLC	1	1	0.07%	0.07%	0.07%	Q2 2018	Q2 2018	1
Cornerstone Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Carnick & Kubik, LLC	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
Eukles Asset Management	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Objective Capital Management, LLC	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
Chicago Wealth Management, Inc.	1	1	0.41%	0.41%	0.41%	Q4 2019	Q4 2019	1
Gallagher Fiduciary Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
OneAscent Financial Services LLC	1	1	0.59%	0.59%	0.59%	Q3 2023	Q3 2023	1
Riverwater Partners LLC	1	1	0.48%	0.48%	0.48%	Q3 2023	Q3 2023	1
Cohen Klingenstein LLC	1	1	0.04%	0.04%	0.04%	Q3 2016	Q3 2016	1
Williams Jones Wealth Management, LLC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CALTON & ASSOCIATES, INC.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Urban Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Carolina Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Carter Financial Group, INC.	1	1	0.48%	0.48%	0.48%	Q1 2022	Q1 2022	1
Kaizen Financial Strategies	1	1	0.46%	0.46%	0.46%	Q4 2020	Q4 2020	1
Column Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Sharkey, Howes & Javer	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
BARINGS LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
CAPITAL ADVISORS INC/OK	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
Allen Capital Group, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Relative Value Partners, LLC	1	1	0.11%	0.11%	0.11%	Q2 2013	Q2 2013	1
Capula Management Ltd	1	1	4.63%	4.63%	4.63%	Q2 2023	Q2 2023	1
Nachman Norwood & Parrott, Inc	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Samalin Investment Counsel, LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Spectrum Financial Alliance Ltd LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
FEDERATED HERMES, INC.	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
RMR Wealth Builders	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Oder Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Jefferies Group LLC	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
Swift Run Capital	1	1	0.38%	0.38%	0.38%	Q1 2018	Q1 2018	1
Bay Harbor Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Silver Point Capital L.P.	1	1	9.95%	9.95%	9.95%	Q1 2020	Q1 2020	1
Cox Capital Mgt LLC	1	1	0.06%	0.06%	0.06%	Q1 2020	Q1 2020	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
TL Private Wealth	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Clark Capital Management Group, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Resource Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Great Diamond Partners, LLC	1	1	0.07%	0.07%	0.07%	Q4 2019	Q4 2019	1
Litman Gregory Wealth Management LLC	1	1	26.74%	26.74%	26.74%	Q3 2014	Q3 2014	1
Ritter Daniher Financial Advisory LLC / DE	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Forza Wealth Management, LLC	1	1	0.24%	0.24%	0.24%	Q3 2023	Q3 2023	1
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
COLLECTIVE FAMILY OFFICE LLC	1	1	0.50%	0.50%	0.50%	Q4 2020	Q4 2020	1
Altshuler Shaham Ltd	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
CIBC WORLD MARKETS CORP	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Limestone Value Partners, LLC	1	1	0.20%	0.20%	0.20%	Q4 2015	Q4 2015	1
Gary Goldberg Planning Services Inc	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
Nilsine Partners, LLC	1	1	0.03%	0.03%	0.03%	Q1 2023	Q1 2023	1
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
GENWORTH FINANCIAL INC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Sullivan, Bruyette, Speros & Blaney, LLC	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Comprehensive Financial Consultants Institutional, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
SYKON CAPITAL LLC	1	1	1.72%	1.72%	1.72%	Q3 2023	Q3 2023	1
Covenant Asset Management, LLC	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 2023	1
GALAXY CAPITAL TRADING LTD	1	1	2.53%	2.53%	2.53%	Q4 2013	Q4 2013	1
JD Financial Services Inc.	1	1	0.32%	0.32%	0.32%	Q4 2020	Q4 2020	1
GFS Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Kowal Investment Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Laird Norton Wetherby Wealth Management, LLC	1	1	0.03%	0.03%	0.03%	Q2 2015	Q2 2015	1
Quantum Capital Management, LLC / NJ	1	1	5.86%	5.86%	5.86%	Q3 2017	Q3 2017	1
Cannell Capital	1	1	0.35%	0.35%	0.35%	Q4 2020	Q4 2020	1
Highwater Wealth Management, LLC	1	1	0.51%	0.51%	0.51%	Q2 2017	Q2 2017	1
CORBETT ROAD CAPITAL MANAGEMENT, LLC	1	1	1.83%	1.83%	1.83%	Q4 2019	Q4 2019	1
Inscription Capital, LLC	1	1	0.04%	0.04%	0.04%	Q2 2021	Q2 2021	1
Community Financial Services Group, LLC	1	1	3.95%	3.95%	3.95%	Q3 2023	Q3 2023	1
Darrow Company, Inc.	1	1	0.10%	0.10%	0.10%	Q2 2022	Q2 2022	1
VitalStone Financial, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Safeguard Investment Advisory Group, LLC	1	1	0.06%	0.06%	0.06%	Q4 2020	Q4 2020	1
CarsonAllaria Wealth Management, Ltd.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Truadvice, LLC	1	1	0.09%	0.09%	0.09%	Q1 2023	Q1 2023	1
ADIRONDACK TRUST CO	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
BTR CAPITAL MANAGEMENT INC	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
Pinnacle Wealth Advisors	1	1	0.49%	0.49%	0.49%	Q2 2021	Q2 2021	1
Orion Capital Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Planned Solutions, Inc.	1	1	0.66%	0.66%	0.66%	Q4 2022	Q4 2022	1
KNIGHT CAPITAL GROUP LLC	1	1	0.09%	0.09%	0.09%	Q2 2013	Q2 2013	1
R. W. Roge & Company, Inc.	1	1	2.85%	2.85%	2.85%	Q4 2019	Q4 2019	1
PALISADE CAPITAL MANAGEMENT, LP	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Oak Harvest Investment Services	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
PCA Investment Advisory Services Inc.	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Providence First Trust Co	1	1	0.04%	0.04%	0.04%	Q3 2022	Q3 2022	1
ENTERPRISE FINANCIAL SERVICES CORP	1	1	0.21%	0.21%	0.21%	Q1 2017	Q1 2017	1
Glassy Mountain Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Financial Advisors Network, Inc.	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
Mader & Shannon Wealth Management, Inc.	1	1	0.28%	0.28%	0.28%	Q3 2016	Q3 2016	1
James J. Burns & Company, LLC	1	1	0.07%	0.07%	0.07%	Q1 2023	Q1 2023	1
JANICZEK WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Plancorp, LLC	1	1	0.22%	0.22%	0.22%	Q1 2015	Q1 2015	1
Red Door Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
Drystone LLC	1	1	2.20%	2.20%	2.20%	Q4 2021	Q4 2021	1
Pallas Capital Advisors LLC	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
W.G. Shaheen & Associates DBA Whitney & Co	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1	1	0.29%	0.29%	0.29%	Q2 2020	Q2 2020	1
Waterloo Capital, L.P.	1	1	0.28%	0.28%	0.28%	Q1 2020	Q1 2020	1
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	1	1	0.05%	0.05%	0.05%	Q2 2021	Q2 2021	1
Tacita Capital Inc	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Klaas Financial Asset Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Laidlaw Wealth Management LLC	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
TFC Financial Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Bowie Capital Management, LLC	1	1	0.22%	0.22%	0.22%	Q1 2020	Q1 2020	1
Summit Trail Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
Legacy Financial Strategies, LLC	1	1	0.44%	0.44%	0.44%	Q4 2017	Q4 2017	1
FINANCIAL COUNSELORS INC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Destiny Wealth Partners, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
State of New Jersey Common Pension Fund D	1	1	0.04%	0.04%	0.04%	Q2 2017	Q2 2017	1
Pointe Capital Management LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
NBC SECURITIES, INC.	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
Sandhill Capital Partners LLC	1	1	0.09%	0.09%	0.09%	Q3 2020	Q3 2020	1
Cadence Bank	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Atlantic Union Bankshares Corp	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
CITY HOLDING CO	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
JDM Financial Group LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
KORNITZER CAPITAL MANAGEMENT INC /KS	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Independent Portfolio Consultants, Inc.	1	1	0.14%	0.14%	0.14%	Q2 2017	Q2 2017	1
FIRST COMMUNITY TRUST NA	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
CARL STUART INVESTMENT ADVISOR, INC	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
Traynor Capital Management, Inc.	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
Emerald Advisors, LLC	1	1	0.23%	0.23%	0.23%	Q4 2019	Q4 2019	1
Sawyer & Company, Inc	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Your Advocates Ltd., LLP	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
DOWLING & YAHNKE LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Armbruster Capital Management, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Three Bridge Wealth Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Private Wealth Advisors, LLC	1	1	0.32%	0.32%	0.32%	Q4 2019	Q4 2019	1
Envestnet Portfolio Solutions, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Evolution Advisers, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
SevenOneSeven Capital Management	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Farmers & Merchants Trust Co of Chambersburg PA	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Thrive Wealth Management, LLC	1	1	0.16%	0.16%	0.16%	Q1 2022	Q1 2022	1
Prostatis Group LLC	1	1	2.80%	2.80%	2.80%	Q3 2020	Q3 2020	1
Blueprint Investment Partners LLC	1	1	0.67%	0.67%	0.67%	Q4 2021	Q4 2021	1
Bank OZK	1	1	0.08%	0.08%	0.08%	Q4 2015	Q4 2015	1
HERITAGE INVESTORS MANAGEMENT CORP	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
Ninety One UK Ltd	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Centered Wealth LLC dba Miller Equity Capital Advisors	1	1	0.44%	0.44%	0.44%	Q4 2019	Q4 2019	1
CAPITAL ONE, NATIONAL ASSOCIATION	1	1	1.37%	1.37%	1.37%	Q4 2019	Q4 2019	1
Verdence Capital Advisors LLC	1	1	0.05%	0.05%	0.05%	Q3 2021	Q3 2021	1
Texas Capital Bank Wealth Management Services Inc	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
VOYA INVESTMENT MANAGEMENT LLC	1	1	0.62%	0.62%	0.62%	Q2 2022	Q2 2022	1
Johns Hopkins University	1	1	13.58%	13.58%	13.58%	Q3 2023	Q3 2023	1
WHITEBOX ADVISORS LLC	1	1	0.50%	0.50%	0.50%	Q3 2022	Q3 2022	1
HARVEST CAPITAL MANAGEMENT INC	1	1	0.16%	0.16%	0.16%	Q2 2013	Q2 2013	1
Sepio Capital, LP	1	1	0.02%	0.02%	0.02%	Q2 2023	Q2 2023	1
United Community Bank	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
COUNTRY CLUB BANK /GFN	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Watermark Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Leelyn Smith, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Equita Financial Network, Inc.	1	1	3.63%	3.63%	3.63%	Q3 2023	Q3 2023	1
ROMANO BROTHERS AND COMPANY	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
KerberRose Wealth Management, LLC	1	1	1.48%	1.48%	1.48%	Q2 2022	Q2 2022	1
Capital Market Strategies LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
Compass Ion Advisors, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
One Day In July LLC	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
Goldstream Capital Management Ltd	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
Gallagher Benefit Services, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
Crestwood Advisors Group, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	1	1	1.10%	1.10%	1.10%	Q4 2021	Q4 2021	1
Ironwood Investment Counsel, LLC	1	1	0.45%	0.45%	0.45%	Q3 2023	Q3 2023	1
AMERICAFIRST CAPITAL MANAGEMENT, LLC	1	1	0.26%	0.26%	0.26%	Q4 2015	Q4 2015	1
FIRST INTERSTATE BANCSYSTEM INC	1	1	16.55%	16.55%	16.55%	Q1 2021	Q1 2021	1
LMR Partners LLP	1	1	0.47%	0.47%	0.47%	Q1 2023	Q1 2023	1
Global Strategic Investment Solutions, LLC	1	1	0.05%	0.05%	0.05%	Q3 2021	Q3 2021	1
1832 Asset Management L.P.	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
SWS Partners	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Permit Capital Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
STRATEGY ASSET MANAGERS LLC	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
Index Fund Advisors, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
CFS Investment Advisory Services, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
SIMPLEX TRADING, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
COURIER CAPITAL LLC	1	1	0.08%	0.08%	0.08%	Q2 2018	Q2 2018	1
Interchange Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
FAIRFIELD, BUSH & CO.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Reby Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
ROSENBLUM SILVERMAN SUTTON S F INC /CA	1	1	0.08%	0.08%	0.08%	Q2 2022	Q2 2022	1
NICOLET BANKSHARES INC	1	1	0.09%	0.09%	0.09%	Q3 2017	Q3 2017	1
Apriem Advisors	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
JRM Investment Counsel, LLC	1	1	0.22%	0.22%	0.22%	Q2 2016	Q2 2016	1
TFO Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
STONNINGTON GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Deane Retirement Strategies, Inc.	1	1	5.09%	5.09%	5.09%	Q4 2021	Q4 2021	1
TIAA, FSB	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Filbrandt Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
INTEGRATED WEALTH COUNSEL, LLC	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Garrett Wealth Advisory Group, LLC	1	1	0.05%	0.05%	0.05%	Q3 2019	Q3 2019	1
O'Brien Wealth Partners LLC	1	1	0.13%	0.13%	0.13%	Q3 2022	Q3 2022	1

External links

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

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