• VNQ shareholders
• Shareholder history

Current and past VANGUARD INDEX FDS shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.01%	0.19%	Q2 2013	Q3 2023	120
BARCLAYS PLC	35	6	0.00%	0.01%	0.20%	Q2 2013	Q3 2023	108
JANE STREET GROUP, LLC	35	3	0.00%	0.04%	0.28%	Q1 2014	Q3 2023	96
Citadel Advisors	36	1	0.00%	0.01%	0.09%	Q1 2014	Q3 2023	93
CITIGROUP INC	42	42	0.00%	0.03%	0.49%	Q2 2013	Q3 2023	86
Walleye Trading LLC	20	1	0.00%	0.01%	0.04%	Q4 2013	Q3 2023	85
Cutler Group LLC / CA	32	32	0.00%	0.04%	0.64%	Q4 2015	Q3 2023	84
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.39%	1.68%	Q2 2013	Q3 2023	82
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.04%	0.11%	Q1 2012	Q3 2023	77
Parallax Volatility Advisers, L.P.	28	2	0.00%	0.00%	0.02%	Q3 2013	Q4 2022	71
HUNTINGTON NATIONAL BANK	59	59	0.00%	0.28%	0.96%	Q1 2009	Q3 2023	64
CAPITAL FUND MANAGEMENT S.A.	7	1	0.00%	0.02%	0.11%	Q3 2014	Q3 2023	63
WOLVERINE TRADING, LLC	5	1	0.00%	0.01%	0.06%	Q2 2016	Q3 2023	56
UBS Group AG	36	36	0.00%	0.10%	0.28%	Q4 2014	Q3 2023	53
MILLENNIUM MANAGEMENT LLC	21	2	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	50
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.08%	0.25%	Q2 2013	Q3 2023	49
MUFG Americas Holdings Corp	48	48	0.00%	0.36%	1.66%	Q4 2010	Q3 2022	48
MCF Advisors LLC	40	7	0.01%	0.04%	0.15%	Q4 2011	Q3 2023	47
Zhang Financial LLC	47	47	0.41%	0.58%	0.81%	Q1 2012	Q3 2023	47
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.32%	0.90%	Q2 2013	Q3 2023	47
US BANCORP \DE\	42	42	0.00%	0.69%	1.23%	Q2 2013	Q3 2023	46
Joel Isaacson & Co., LLC	44	44	0.00%	0.08%	0.18%	Q4 2012	Q3 2023	45
CREDIT SUISSE AG/	42	42	0.00%	0.02%	0.10%	Q1 2013	Q2 2023	45
NWAM LLC	32	13	0.14%	1.38%	2.02%	Q2 2012	Q3 2023	45
TCI Wealth Advisors, Inc.	44	44	0.06%	0.54%	1.15%	Q4 2012	Q3 2023	45
Tortoise Investment Management, LLC	44	44	0.02%	0.10%	0.43%	Q4 2012	Q3 2023	44
Capital Analysts, LLC	44	44	0.01%	1.25%	4.12%	Q4 2012	Q3 2023	44
Franklin, Parlapiano, Turner & Welch, LLC	44	44	0.09%	0.22%	1.01%	Q4 2012	Q3 2023	44
LEAVELL INVESTMENT MANAGEMENT, INC.	42	2	0.08%	0.39%	0.91%	Q2 2010	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.00%	0.02%	0.05%	Q4 2012	Q3 2023	44
Ameritas Investment Partners, Inc.	42	42	0.02%	0.56%	0.73%	Q2 2013	Q3 2023	43
Boltwood Capital Management	43	43	0.14%	0.29%	0.55%	Q2 2013	Q4 2023	43
Veritable, L.P.	43	43	0.05%	0.26%	0.42%	Q4 2012	Q2 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.04%	0.16%	0.74%	Q1 2013	Q3 2023	43
HighTower Advisors, LLC	30	11	0.00%	0.23%	0.54%	Q2 2013	Q3 2023	43
Freedom Investment Management, Inc.	43	43	0.07%	2.29%	6.09%	Q1 2013	Q3 2023	43
Montecito Bank & Trust	43	43	0.17%	0.35%	0.66%	Q2 2013	Q4 2023	43
BRYN MAWR TRUST Co	43	43	0.01%	0.03%	0.05%	Q1 2013	Q3 2023	43
Zurcher Kantonalbank (Zurich Cantonalbank)	34	9	0.00%	0.03%	0.15%	Q3 2012	Q3 2023	43
M&T BANK CORP	26	15	0.00%	0.28%	0.48%	Q2 2013	Q3 2023	43
Regis Management CO LLC	43	43	1.32%	3.49%	8.26%	Q1 2013	Q3 2023	43
Stelac Advisory Services LLC	42	1	0.87%	4.92%	10.19%	Q4 2012	Q3 2023	43
PARK NATIONAL CORP /OH/	43	43	0.49%	1.12%	2.05%	Q2 2013	Q4 2023	43
SNS Financial Group, LLC	43	43	0.11%	0.34%	0.94%	Q1 2013	Q3 2023	43
FIFTH THIRD BANCORP	42	42	0.78%	2.44%	4.07%	Q2 2013	Q3 2023	42
FIRST FINANCIAL CORP /IN/	42	42	0.05%	0.38%	0.69%	Q2 2013	Q3 2023	42
CENTRAL BANK & TRUST CO	42	42	0.25%	5.07%	9.95%	Q2 2013	Q3 2023	42
FIRST MERCHANTS CORP	42	42	0.64%	2.11%	4.43%	Q2 2013	Q3 2023	42
MOLLER WEALTH PARTNERS	42	42	4.49%	8.42%	15.88%	Q2 2013	Q3 2023	42
BANK OF MONTREAL /CAN/	39	2	0.00%	0.08%	0.22%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.14%	0.34%	0.52%	Q2 2013	Q3 2023	42
Hanson & Doremus Investment Management	42	42	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	42
Marble Harbor Investment Counsel, LLC	42	42	0.12%	0.21%	0.31%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.14%	0.37%	0.54%	Q2 2013	Q3 2023	42
BlackRock Inc.	42	42	0.00%	0.02%	0.12%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.08%	0.39%	1.18%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.12%	0.45%	1.14%	Q2 2013	Q3 2023	42
D. E. Shaw & Co., Inc.	42	42	0.00%	0.07%	0.20%	Q2 2013	Q3 2023	42
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	42	42	0.01%	0.16%	0.50%	Q2 2013	Q3 2023	42
Bangor Savings Bank	42	42	0.23%	1.86%	4.36%	Q2 2013	Q3 2023	42
CPWM, LLC	38	4	0.18%	0.42%	0.70%	Q4 2011	Q3 2022	42
FDx Advisors, Inc.	42	42	0.10%	0.39%	1.18%	Q2 2013	Q3 2023	42
Newman Dignan & Sheerar, Inc.	42	42	0.02%	0.70%	8.48%	Q2 2013	Q3 2023	42
SignalPoint Asset Management, LLC	42	42	1.10%	2.18%	4.90%	Q2 2013	Q3 2023	42
Estate Counselors, LLC	42	42	0.05%	0.95%	3.83%	Q2 2013	Q3 2023	42
Regal Investment Advisors LLC	42	42	0.39%	1.02%	2.55%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.09%	0.37%	0.78%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.02%	0.06%	Q2 2013	Q3 2023	42
DF DENT & CO INC	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	1.39%	3.58%	5.17%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.01%	0.03%	0.10%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.00%	0.01%	0.04%	Q2 2013	Q4 2023	42
SOL Capital Management CO	42	42	0.09%	0.17%	0.36%	Q2 2013	Q3 2023	42
Hudock, Inc.	42	42	0.01%	2.03%	4.84%	Q2 2013	Q3 2023	42
Invesco Ltd.	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.40%	2.57%	9.38%	Q2 2013	Q3 2023	42
BOSTON FINANCIAL MANGEMENT LLC	42	42	0.01%	0.22%	1.03%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.25%	2.41%	5.51%	Q2 2013	Q3 2023	42
OLD SECOND NATIONAL BANK OF AURORA	42	42	0.00%	0.34%	1.04%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.01%	0.48%	1.29%	Q2 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
Bragg Financial Advisors, Inc	42	42	0.06%	0.25%	0.46%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.01%	0.10%	0.21%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	0.19%	0.42%	0.63%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.07%	0.17%	0.31%	Q2 2013	Q3 2023	42
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	42	42	0.10%	0.24%	0.52%	Q2 2013	Q3 2023	42
Sabal Trust CO	42	42	0.11%	0.17%	0.37%	Q2 2013	Q3 2023	42
Gibson Capital, LLC	42	42	19.14%	24.33%	28.04%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.17%	2.80%	4.47%	Q2 2013	Q3 2023	42
Truepoint, Inc.	42	42	0.12%	7.04%	12.00%	Q2 2013	Q3 2023	42
BOK Financial Private Wealth, Inc.	42	42	0.11%	4.69%	7.45%	Q2 2013	Q3 2023	42
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	42	42	0.02%	0.03%	0.17%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	0.78%	1.59%	2.33%	Q2 2013	Q3 2023	42
First National Bank of Hutchinson	42	42	0.19%	0.31%	0.48%	Q2 2013	Q3 2023	42
Aspen Investment Management Inc	42	42	0.83%	1.68%	2.39%	Q2 2013	Q3 2023	42
Creative Planning	42	42	0.93%	2.34%	3.84%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.06%	0.11%	0.18%	Q2 2013	Q3 2023	42
Ledyard National Bank	42	42	0.03%	0.43%	1.34%	Q2 2013	Q3 2023	42
GREAT LAKES ADVISORS, LLC	42	42	0.02%	0.18%	0.96%	Q2 2013	Q3 2023	42
Baker Avenue Asset Management, LP	42	42	0.04%	0.18%	0.79%	Q2 2013	Q3 2023	42
HSBC HOLDINGS PLC	27	2	0.00%	0.03%	0.20%	Q2 2012	Q3 2023	42
WASHINGTON TRUST Co	42	42	0.05%	0.32%	0.76%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.02%	0.10%	0.22%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.02%	0.08%	0.16%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	0.13%	1.36%	4.22%	Q2 2013	Q3 2023	42
Ifrah Financial Services, Inc.	42	42	0.46%	0.72%	1.01%	Q2 2013	Q3 2023	42
MOTCO	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
ProVise Management Group, LLC	42	42	0.04%	0.23%	0.44%	Q2 2013	Q3 2023	42
NORTHEAST INVESTMENT MANAGEMENT	42	42	0.05%	0.88%	2.38%	Q2 2013	Q3 2023	42
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.02%	0.93%	5.60%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	21	21	0.10%	0.25%	0.54%	Q1 2013	Q3 2023	42
TOTH FINANCIAL ADVISORY CORP	42	42	0.02%	0.77%	1.92%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.25%	1.48%	3.47%	Q2 2013	Q3 2023	42
UBS ASSET MANAGEMENT AMERICAS INC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42	42	0.64%	3.04%	4.68%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.00%	0.06%	0.29%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.09%	0.18%	0.29%	Q2 2013	Q3 2023	42
Harbour Capital Advisors, LLC	22	8	0.07%	0.17%	0.56%	Q1 2013	Q4 2023	42
ROYAL BANK OF CANADA	42	42	0.01%	0.06%	0.14%	Q2 2013	Q3 2023	42
GOULD ASSET MANAGEMENT LLC /CA/	42	42	0.85%	3.53%	9.00%	Q2 2013	Q3 2023	42
Tanglewood Wealth Management, Inc.	42	42	1.48%	8.37%	22.65%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.02%	0.11%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.00%	0.12%	0.54%	Q2 2013	Q3 2023	42
WEALTHCARE CAPITAL MANAGEMENT LLC	42	42	0.00%	0.09%	0.17%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	0.07%	0.25%	0.44%	Q2 2013	Q3 2023	42
WEBSTER BANK, N. A.	42	42	0.05%	0.43%	1.26%	Q2 2013	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.08%	0.16%	0.43%	Q2 2013	Q3 2023	42
MANUFACTURERS LIFE INSURANCE COMPANY, THE	42	42	0.04%	0.07%	0.13%	Q2 2013	Q3 2023	42
MONTAG A & ASSOCIATES INC	42	42	0.14%	0.34%	0.65%	Q2 2013	Q3 2023	42
ALLIANCEBERNSTEIN L.P.	42	42	0.00%	0.06%	0.17%	Q2 2013	Q3 2023	42
FIDUCIARY TRUST CO	42	42	0.11%	0.86%	2.00%	Q2 2013	Q3 2023	42
CAPTRUST FINANCIAL ADVISORS	42	42	0.02%	0.21%	0.53%	Q2 2013	Q3 2023	42
Sandy Spring Bank	42	42	0.01%	0.15%	0.32%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.03%	0.36%	1.18%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.84%	1.35%	2.03%	Q2 2013	Q3 2023	42
OPPENHEIMER & CO INC	42	42	0.02%	0.07%	0.17%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.21%	0.82%	1.12%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.02%	0.07%	0.18%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.05%	0.37%	0.80%	Q2 2013	Q3 2023	42
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	42	42	1.66%	2.72%	4.51%	Q2 2013	Q3 2023	42
Retirement Planning Group, LLC	42	42	0.06%	0.73%	5.41%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.00%	0.24%	1.59%	Q2 2013	Q3 2023	42
WADE G W & INC	42	42	0.17%	0.64%	1.65%	Q2 2013	Q3 2023	42
AMERICAN NATIONAL BANK	42	42	0.07%	0.25%	0.48%	Q2 2013	Q3 2023	42
Transamerica Financial Advisors, Inc.	42	42	0.93%	1.65%	4.12%	Q2 2013	Q3 2023	42
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	42	42	0.00%	0.28%	1.16%	Q2 2013	Q3 2023	42
Hilltop Holdings Inc.	42	42	0.04%	0.33%	1.40%	Q2 2013	Q3 2023	42
TRUST CO OF VIRGINIA /VA	42	42	1.50%	2.43%	3.38%	Q2 2013	Q3 2023	42
NATIXIS ADVISORS, L.P.	42	42	0.02%	0.10%	0.24%	Q2 2013	Q3 2023	42
PRUDENTIAL FINANCIAL INC	42	42	0.05%	0.33%	0.70%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.01%	0.05%	0.16%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK OF OMAHA	42	42	0.09%	0.17%	0.29%	Q2 2013	Q3 2023	42
FIRST HAWAIIAN BANK	42	42	0.04%	0.77%	2.27%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.00%	0.16%	0.51%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.62%	1.98%	4.20%	Q2 2013	Q3 2023	42
VISTA CAPITAL PARTNERS, INC.	42	42	10.22%	12.74%	14.59%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.02%	0.56%	0.88%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.18%	0.68%	1.04%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.00%	0.06%	0.27%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.00%	0.05%	0.17%	Q2 2013	Q3 2023	42
B. Riley Wealth Advisors, Inc.	42	42	0.01%	0.12%	0.32%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	0.00%	0.72%	2.37%	Q2 2013	Q3 2023	42
STATE STREET CORP	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
FOSTER & MOTLEY INC	42	42	0.25%	0.78%	1.31%	Q2 2013	Q3 2023	42
KANAWHA CAPITAL MANAGEMENT LLC	42	42	0.59%	0.93%	1.23%	Q2 2013	Q3 2023	42
TOMPKINS FINANCIAL CORP	32	10	0.06%	0.41%	0.74%	Q2 2013	Q4 2023	42
Smithfield Trust Co	42	42	0.07%	0.82%	2.35%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	42
OLD NATIONAL BANCORP /IN/	42	42	0.09%	0.44%	2.75%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	21	20	0.05%	0.13%	0.25%	Q2 2013	Q3 2023	41
BNP PARIBAS FINANCIAL MARKETS	32	1	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	41
Private Advisor Group, LLC	40	40	0.00%	0.40%	0.88%	Q4 2013	Q3 2023	41
First Heartland Consultants, Inc.	39	2	0.04%	0.20%	0.92%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	0.04%	0.37%	1.02%	Q2 2013	Q2 2023	41
BOKF, NA	32	9	0.28%	0.50%	0.86%	Q2 2013	Q3 2023	41
Prospera Financial Services Inc	27	14	0.01%	0.27%	0.62%	Q2 2013	Q3 2023	41
OPTIMUM INVESTMENT ADVISORS	34	7	0.01%	0.14%	0.28%	Q3 2013	Q4 2023	41
Evercore Wealth Management, LLC	35	6	0.00%	0.03%	0.11%	Q2 2013	Q3 2023	41
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	0.05%	1.30%	4.00%	Q2 2013	Q3 2023	41
ALESCO ADVISORS LLC	29	12	0.01%	0.16%	0.58%	Q2 2013	Q3 2023	41
ICONIQ Capital, LLC	41	41	0.01%	0.22%	0.43%	Q3 2013	Q3 2023	41
COLONY GROUP LLC	41	41	0.01%	0.45%	1.20%	Q3 2013	Q3 2023	41
Cetera Advisors LLC	23	18	0.06%	0.37%	1.25%	Q2 2013	Q3 2023	41
FIRST TRUST ADVISORS LP	41	41	0.00%	0.03%	0.13%	Q2 2013	Q2 2023	41
ASSETMARK, INC	41	41	0.21%	0.47%	0.96%	Q3 2013	Q3 2023	41
Haverford Trust Co	40	1	0.02%	0.17%	0.87%	Q2 2013	Q3 2023	41
BRADLEY FOSTER & SARGENT INC/CT	28	13	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	41
HM PAYSON & CO	22	19	0.01%	0.07%	0.17%	Q2 2013	Q3 2023	41
BALDWIN BROTHERS LLC/MA	38	3	0.00%	0.03%	0.15%	Q2 2013	Q4 2023	41
AlphaMark Advisors, LLC	27	14	0.01%	0.16%	0.44%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.01%	0.32%	0.86%	Q2 2013	Q3 2023	41
Rehmann Capital Advisory Group	25	1	0.04%	0.10%	0.19%	Q3 2012	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.02%	0.14%	0.73%	Q3 2013	Q3 2023	41
PATTEN & PATTEN INC/TN	41	41	0.02%	0.05%	0.12%	Q3 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.01%	0.03%	0.07%	Q3 2013	Q3 2023	41
Gradient Investments LLC	24	17	0.00%	0.00%	0.07%	Q2 2013	Q3 2023	41
ASSOCIATED BANC-CORP	41	41	0.02%	0.28%	0.54%	Q3 2013	Q3 2023	41
Capital Investment Advisors, LLC	41	41	0.38%	1.15%	1.93%	Q4 2013	Q4 2023	41
BAILARD, INC.	31	10	0.06%	0.55%	2.77%	Q2 2013	Q3 2023	41
GFS Advisors, LLC	40	1	0.02%	0.28%	0.62%	Q2 2013	Q3 2023	41
HOWE & RUSLING INC	38	3	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	41
NBT BANK N A /NY	25	16	0.12%	0.29%	0.50%	Q2 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.17%	0.68%	1.89%	Q3 2013	Q3 2023	41
WESBANCO BANK INC	30	11	0.06%	0.10%	0.24%	Q2 2013	Q3 2023	41
Bouchey Financial Group Ltd	40	40	0.10%	0.84%	3.18%	Q4 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.06%	0.09%	0.18%	Q4 2013	Q3 2023	40
Reynders McVeigh Capital Management, LLC	40	40	0.02%	0.05%	0.09%	Q2 2013	Q1 2023	40
Allworth Financial LP	40	40	0.01%	0.11%	1.14%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.35%	1.18%	2.24%	Q4 2013	Q3 2023	40
COURIER CAPITAL LLC	27	13	0.02%	0.04%	0.07%	Q2 2013	Q2 2023	40
VANGUARD GROUP INC	37	3	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	40
Perkins Coie Trust Co	40	40	0.09%	0.29%	0.56%	Q4 2013	Q3 2023	40
Windham Capital Management, LLC	27	13	0.05%	1.45%	4.41%	Q2 2013	Q3 2023	40
CAHILL FINANCIAL ADVISORS INC	40	40	0.80%	2.12%	3.15%	Q4 2013	Q3 2023	40
Raab & Moskowitz Asset Management LLC	40	40	0.33%	0.98%	1.58%	Q4 2013	Q3 2023	40
Keystone Financial Planning, Inc.	40	40	0.13%	0.26%	0.41%	Q4 2013	Q3 2023	40
MAI Capital Management	40	40	0.03%	0.06%	0.25%	Q4 2013	Q3 2023	40
CITY HOLDING CO	40	40	0.04%	0.16%	0.38%	Q4 2013	Q3 2023	40
Plante Moran Financial Advisors, LLC	21	1	0.00%	0.03%	0.12%	Q2 2013	Q3 2023	40
Beacon Capital Management, Inc.	40	40	0.01%	4.72%	7.93%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	0.17%	1.07%	1.82%	Q4 2013	Q3 2023	40
DUBUQUE BANK & TRUST CO	40	40	0.01%	0.05%	0.41%	Q4 2013	Q3 2023	40
Texas Yale Capital Corp.	40	40	0.05%	0.10%	0.15%	Q4 2013	Q3 2023	40
ARKANSAS FINANCIAL GROUP, INC.	40	40	0.19%	0.40%	0.60%	Q4 2013	Q3 2023	40
Greenwich Wealth Management LLC	40	40	0.02%	0.07%	0.43%	Q4 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.78%	1.45%	2.21%	Q4 2013	Q3 2023	40
CLIFFORD SWAN INVESTMENT COUNSEL LLC	40	40	0.02%	0.04%	0.10%	Q4 2013	Q3 2023	40
WASHINGTON TRUST BANK	40	40	0.06%	0.15%	0.67%	Q4 2013	Q3 2023	40
Advisory Services Network, LLC	27	5	0.02%	0.42%	3.92%	Q2 2013	Q3 2023	40
Busey Bank	40	40	0.01%	0.05%	0.07%	Q4 2013	Q3 2023	40
Chesley Taft & Associates LLC	29	11	0.01%	0.21%	0.42%	Q2 2013	Q3 2023	40
ROCKLAND TRUST CO	40	40	0.06%	0.38%	1.42%	Q4 2013	Q3 2023	40
Loudon Investment Management, LLC	40	40	0.36%	0.53%	0.68%	Q4 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	0.26%	0.55%	1.07%	Q4 2013	Q3 2023	40
WATERS PARKERSON & CO., LLC	40	40	0.03%	0.10%	0.14%	Q4 2013	Q3 2023	40
Chevy Chase Trust Holdings, LLC	40	40	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	40
LS Investment Advisors, LLC	40	40	0.02%	0.25%	0.95%	Q2 2013	Q1 2023	40
FineMark National Bank & Trust	21	19	0.02%	0.05%	0.12%	Q2 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	26	14	0.09%	0.27%	0.93%	Q3 2013	Q3 2023	40
LBMC INVESTMENT ADVISORS, LLC	40	40	0.11%	0.59%	1.06%	Q4 2013	Q3 2023	40
BURNEY CO/	31	9	0.02%	0.04%	0.08%	Q2 2013	Q3 2023	40
Pure Financial Advisors, LLC	22	18	4.06%	8.53%	15.26%	Q2 2013	Q4 2023	40
COMERICA BANK	38	1	0.01%	0.04%	0.13%	Q3 2013	Q3 2023	39
CIBC Private Wealth Group, LLC	39	39	0.01%	0.02%	0.05%	Q1 2014	Q3 2023	39
Dynamic Advisor Solutions LLC	33	6	0.18%	0.53%	1.04%	Q4 2013	Q3 2023	39
HIGHLAND CAPITAL MANAGEMENT, LLC	39	39	0.02%	0.10%	0.19%	Q1 2014	Q3 2023	39
COUNTRY TRUST BANK	39	39	0.14%	0.25%	0.48%	Q2 2014	Q4 2023	39
Occidental Asset Management, LLC	39	39	0.09%	0.57%	2.15%	Q1 2014	Q3 2023	39
NORRIS PERNE & FRENCH LLP/MI	39	39	0.03%	0.05%	0.09%	Q1 2014	Q3 2023	39
TWO SIGMA INVESTMENTS, LP	12	1	0.00%	0.06%	0.28%	Q4 2013	Q3 2023	39
ARGI Investment Services, LLC	39	39	0.55%	1.51%	3.92%	Q2 2013	Q4 2022	39
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	39	39	0.32%	0.53%	0.66%	Q1 2014	Q3 2023	39
Autus Asset Management, LLC	39	39	1.02%	1.39%	1.79%	Q2 2013	Q4 2022	39
Avior Wealth Management, LLC	25	14	0.44%	1.31%	2.38%	Q4 2013	Q3 2023	39
JNBA Financial Advisors	39	39	0.00%	0.91%	3.39%	Q1 2014	Q3 2023	39
GOFEN & GLOSSBERG LLC /IL/	39	39	0.01%	0.02%	0.05%	Q2 2013	Q4 2022	39
Destination Wealth Management	39	39	0.02%	0.14%	0.42%	Q1 2014	Q3 2023	39
PEOPLES FINANCIAL SERVICES CORP.	39	39	0.00%	0.22%	0.62%	Q1 2014	Q3 2023	39
First Financial Bank - Trust Division	27	12	0.12%	1.72%	3.12%	Q4 2013	Q4 2023	39
FIRST MANHATTAN CO. LLC.	38	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	39
STIFEL FINANCIAL CORP	39	39	0.06%	0.12%	0.20%	Q1 2014	Q3 2023	39
BRIGHTON JONES LLC	26	13	0.05%	0.11%	0.21%	Q4 2013	Q3 2023	39
Allianz Asset Management GmbH	27	1	0.00%	0.05%	0.25%	Q2 2013	Q3 2023	39
CHOREO, LLC	39	39	0.14%	2.02%	4.71%	Q1 2014	Q3 2023	39
Roundview Capital LLC	39	39	0.10%	0.21%	0.38%	Q1 2014	Q3 2023	39
Garde Capital, Inc.	38	38	0.24%	2.53%	3.76%	Q2 2014	Q3 2023	38
WEDBUSH SECURITIES INC	38	38	0.06%	0.18%	0.45%	Q2 2014	Q3 2023	38
Portfolio Solutions, LLC	38	38	3.79%	6.05%	7.21%	Q2 2013	Q3 2022	38
LBJ Family Wealth Advisors, Ltd.	37	1	1.75%	2.57%	3.43%	Q4 2013	Q4 2023	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	38
Windsor Capital Management, LLC	35	3	0.02%	0.66%	1.34%	Q2 2013	Q3 2023	38
FIRST AMERICAN TRUST, FSB	37	1	0.08%	0.64%	1.24%	Q2 2013	Q3 2023	38
Stratos Wealth Partners, LTD.	38	38	0.15%	0.52%	1.26%	Q2 2014	Q3 2023	38
Brookstone Capital Management	31	7	0.02%	0.56%	2.49%	Q1 2014	Q3 2023	38
MEEDER ASSET MANAGEMENT INC	38	38	0.00%	0.01%	0.08%	Q2 2013	Q3 2022	38
SEGALL BRYANT & HAMILL, LLC	33	5	0.00%	0.01%	0.03%	Q3 2013	Q1 2023	38
McCutchen Group LLC	38	38	5.94%	10.60%	17.02%	Q2 2013	Q3 2022	38
KCM INVESTMENT ADVISORS LLC	38	38	0.02%	0.12%	0.34%	Q2 2014	Q3 2023	38
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	35	1	13.33%	40.78%	59.73%	Q4 2013	Q3 2023	38
PROFESSIONAL ADVISORY SERVICES INC	38	38	0.05%	0.07%	0.09%	Q2 2014	Q3 2023	38
Vigilant Capital Management, LLC	38	38	0.01%	0.02%	0.04%	Q1 2014	Q2 2023	38
Maryland Capital Management	38	38	0.43%	0.88%	1.35%	Q2 2013	Q3 2022	38
SIGMA INVESTMENT COUNSELORS INC	37	37	0.04%	0.34%	0.53%	Q1 2014	Q1 2023	37
HANCOCK WHITNEY CORP	36	1	0.01%	0.21%	0.48%	Q2 2014	Q3 2023	37
APPLETON PARTNERS INC/MA	36	1	0.02%	0.29%	1.41%	Q2 2014	Q3 2023	37
Horizon Investment Services, LLC	37	37	0.14%	0.45%	0.72%	Q3 2013	Q3 2022	37
Atria Investments, Inc	17	1	0.02%	0.34%	1.38%	Q2 2013	Q3 2023	37
M Holdings Securities, Inc.	31	6	0.27%	0.96%	2.27%	Q4 2013	Q2 2023	37
Personal Capital Advisors Corp	37	37	3.09%	3.98%	6.62%	Q4 2013	Q4 2022	37
Sensible Financial Planning & Management, LLC.	37	37	0.67%	2.23%	4.79%	Q3 2014	Q3 2023	37
Baker Ellis Asset Management LLC	37	37	0.08%	0.46%	0.83%	Q3 2014	Q3 2023	37
Boston Trust Walden Corp	27	10	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	37
Summit Asset Management, LLC	37	37	0.10%	0.38%	0.65%	Q2 2013	Q2 2022	37
DIXON HUBARD FEINOUR & BROWN INC/VA	37	37	0.20%	0.51%	0.78%	Q2 2013	Q2 2022	37
FIRST FOUNDATION ADVISORS	32	2	0.03%	0.20%	0.92%	Q3 2013	Q3 2023	37
BAR HARBOR TRUST SERVICES	37	37	0.00%	0.36%	1.47%	Q2 2013	Q2 2022	37
SG Americas Securities, LLC	22	1	0.00%	0.06%	0.26%	Q2 2013	Q3 2023	37
Dakota Wealth Management	36	36	0.02%	0.25%	0.60%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.49%	0.96%	1.42%	Q4 2014	Q3 2023	36
Affiance Financial, LLC	36	36	1.95%	3.99%	8.13%	Q4 2014	Q3 2023	36
Family Firm, Inc.	36	36	1.33%	1.58%	1.77%	Q4 2014	Q3 2023	36
INVESTMENT PARTNERS, LTD.	36	36	0.56%	1.61%	3.02%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.33%	1.16%	2.86%	Q4 2014	Q3 2023	36
BRIDGES INVESTMENT MANAGEMENT INC	36	36	0.02%	0.05%	0.07%	Q4 2014	Q3 2023	36
MASSMUTUAL TRUST CO FSB/ADV	25	11	0.68%	2.58%	6.86%	Q4 2013	Q4 2023	36
Wealth Architects, LLC	36	36	0.08%	0.18%	0.32%	Q4 2014	Q3 2023	36
First Personal Financial Services	36	36	0.55%	0.95%	1.64%	Q4 2014	Q3 2023	36
Lincoln Capital LLC	36	36	0.06%	0.13%	0.22%	Q4 2014	Q3 2023	36
KELLEHER FINANCIAL ADVISORS	18	9	0.12%	0.70%	1.16%	Q3 2013	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.00%	0.03%	0.08%	Q4 2014	Q3 2023	36
Cambridge Advisors Inc.	36	36	0.15%	1.38%	1.73%	Q4 2014	Q3 2023	36
FUKOKU MUTUAL LIFE INSURANCE Co	36	36	2.05%	3.88%	6.00%	Q1 2014	Q4 2022	36
BROWN BROTHERS HARRIMAN & CO	18	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	36
SIGNATUREFD, LLC	23	1	0.00%	0.01%	0.06%	Q3 2013	Q3 2023	36
Sigma Planning Corp	36	36	0.10%	0.38%	1.21%	Q4 2014	Q3 2023	36
Patten Group, Inc.	36	36	0.08%	0.23%	0.32%	Q4 2014	Q3 2023	36
KING LUTHER CAPITAL MANAGEMENT CORP	35	1	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	36
KWMG, LLC	36	36	0.37%	2.08%	3.46%	Q4 2014	Q3 2023	36
Capital Directions Investment Advisors, LLC	19	7	0.03%	0.24%	0.41%	Q3 2013	Q4 2022	36
Ironwood Investment Counsel, LLC	36	36	0.08%	0.13%	0.21%	Q4 2014	Q3 2023	36
Glassman Wealth Services	36	36	0.04%	0.48%	1.25%	Q4 2014	Q3 2023	36
North Star Investment Management Corp.	19	17	0.00%	0.03%	0.09%	Q3 2014	Q3 2023	36
INTERACTIVE FINANCIAL ADVISORS, INC.	36	36	0.05%	0.84%	3.13%	Q1 2014	Q4 2022	36
Financial Architects, Inc	30	1	0.03%	0.20%	0.78%	Q2 2013	Q3 2022	36
Community Bank, N.A.	36	36	0.02%	0.23%	0.52%	Q4 2014	Q3 2023	36
MITCHELL MCLEOD PUGH & WILLIAMS INC	36	36	0.46%	0.73%	1.19%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	2.34%	3.84%	4.79%	Q4 2014	Q3 2023	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.02%	0.07%	0.17%	Q2 2013	Q1 2022	36
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	21	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	36
Alaska Permanent Capital Management	23	12	0.02%	5.75%	11.79%	Q2 2013	Q1 2022	35
ST GERMAIN D J CO INC	30	2	0.01%	0.10%	0.42%	Q4 2014	Q4 2023	35
JFS WEALTH ADVISORS, LLC	33	2	0.00%	0.45%	0.87%	Q3 2014	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	1.49%	4.73%	6.36%	Q2 2013	Q4 2021	35
Keel Point, LLC	35	35	0.22%	2.61%	9.61%	Q1 2015	Q3 2023	35
ROPES WEALTH ADVISORS LLC	35	35	0.00%	0.19%	0.70%	Q1 2015	Q3 2023	35
WHITTIER TRUST CO OF NEVADA INC	34	1	0.01%	0.11%	0.34%	Q2 2013	Q3 2023	35
Diversified Portfolios, Inc.	28	7	0.57%	1.32%	1.69%	Q4 2014	Q3 2023	35
Roble, Belko & Company, Inc	35	35	1.00%	2.15%	3.36%	Q1 2015	Q3 2023	35
Beaumont Financial Partners, LLC	35	35	0.16%	1.02%	2.17%	Q1 2014	Q3 2022	35
AllSquare Wealth Management LLC	35	35	0.01%	0.17%	0.61%	Q1 2015	Q3 2023	35
Goldstein Munger & Associates	35	35	0.30%	1.07%	1.32%	Q4 2011	Q2 2020	35
FORVIS Wealth Advisors, LLC	24	11	0.01%	0.03%	0.08%	Q4 2014	Q3 2023	35
Argent Trust Co	35	35	0.05%	0.18%	0.35%	Q1 2015	Q3 2023	35
CAPE COD FIVE CENTS SAVINGS BANK	29	1	0.01%	0.34%	1.02%	Q2 2013	Q3 2023	35
State of Tennessee, Treasury Department	35	35	0.02%	0.28%	1.31%	Q1 2015	Q3 2023	35
ORLEANS CAPITAL MANAGEMENT CORP/LA	21	14	0.13%	0.36%	0.77%	Q4 2014	Q3 2023	35
SALEM INVESTMENT COUNSELORS INC	18	1	0.01%	0.05%	0.07%	Q2 2013	Q3 2023	35
Edge Wealth Management LLC	20	15	0.00%	0.05%	0.11%	Q2 2013	Q3 2023	35
Tower Research Capital LLC (TRC)	10	1	0.00%	0.38%	1.98%	Q2 2013	Q3 2023	35
J.P. Morgan Private Wealth Advisors LLC	22	3	0.01%	0.28%	0.70%	Q3 2014	Q3 2023	34
Willow Creek Wealth Management Inc.	34	34	0.53%	1.22%	2.08%	Q2 2015	Q3 2023	34
Ashfield Capital Partners, LLC	34	34	0.01%	0.11%	0.22%	Q2 2014	Q3 2022	34
NOTTINGHAM ADVISORS, INC.	31	3	0.02%	0.35%	2.61%	Q2 2013	Q2 2022	34
Tarbox Family Office, Inc.	34	34	0.01%	0.08%	0.21%	Q4 2013	Q1 2022	34
Efficient Advisors, LLC	34	34	0.10%	0.96%	3.64%	Q2 2015	Q3 2023	34
ELM ADVISORS, LLC	34	34	2.50%	3.17%	3.84%	Q4 2013	Q1 2022	34
Pinnacle Wealth Management Advisory Group, LLC	20	14	0.08%	0.70%	1.65%	Q4 2014	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.22%	1.00%	2.22%	Q2 2015	Q3 2023	34
WBH ADVISORY INC	31	3	0.07%	0.25%	0.59%	Q1 2015	Q3 2023	34
ARROW FINANCIAL CORP	34	34	0.01%	0.58%	5.38%	Q2 2015	Q3 2023	34
Indiana Trust & Investment Management CO	31	3	0.12%	0.21%	0.26%	Q1 2015	Q3 2023	34
GAMBLE JONES INVESTMENT COUNSEL	29	1	0.02%	0.11%	0.22%	Q2 2013	Q4 2022	34
Alexandria Capital, LLC	34	34	0.79%	1.75%	3.83%	Q2 2013	Q3 2021	34
Baird Financial Group, Inc.	34	34	0.06%	0.13%	0.31%	Q2 2015	Q3 2023	34
NorthRock Partners, LLC	33	1	0.05%	0.10%	0.21%	Q4 2014	Q3 2023	34
SECURITY NATIONAL TRUST CO	34	34	0.08%	0.16%	0.21%	Q2 2013	Q3 2021	34
Choate Investment Advisors	19	2	0.00%	0.09%	1.28%	Q1 2014	Q3 2023	34
FIRST MIDWEST BANK TRUST DIVISION	33	1	0.09%	0.59%	1.63%	Q2 2013	Q4 2021	34
MISSION WEALTH MANAGEMENT, LP	34	34	0.31%	1.31%	2.26%	Q2 2015	Q3 2023	34
Litman Gregory Wealth Management LLC	29	2	0.07%	0.68%	1.64%	Q1 2014	Q3 2023	34
Diligent Investors, LLC	14	7	0.08%	0.16%	0.25%	Q4 2014	Q3 2023	34
PEAPACK GLADSTONE FINANCIAL CORP	33	1	0.01%	0.15%	0.43%	Q1 2015	Q3 2023	34
Arete Wealth Advisors, LLC	26	3	0.10%	0.20%	0.90%	Q4 2014	Q3 2023	34
Tradewinds Capital Management, LLC	34	34	0.00%	0.10%	0.18%	Q4 2013	Q1 2022	34
PINNACLE FINANCIAL PARTNERS INC	33	1	0.07%	0.41%	1.21%	Q1 2015	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.62%	2.19%	3.76%	Q2 2013	Q3 2021	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.02%	0.03%	0.04%	Q2 2013	Q3 2021	34
Court Place Advisors, LLC	34	34	0.08%	0.13%	0.17%	Q1 2014	Q2 2022	34
State of New Jersey Common Pension Fund D	33	33	0.29%	0.39%	0.57%	Q3 2015	Q3 2023	33
MACROVIEW INVESTMENT MANAGEMENT LLC	23	3	0.01%	0.17%	0.61%	Q2 2013	Q3 2023	33
QS Investors, LLC	33	33	0.10%	0.44%	1.58%	Q2 2013	Q2 2021	33
SHEPHERD KAPLAN KROCHUK, LLC	19	14	0.04%	0.81%	2.84%	Q2 2013	Q3 2023	33
ANCHOR CAPITAL ADVISORS LLC	32	1	0.01%	0.03%	0.05%	Q4 2014	Q3 2023	33
NATIXIS	15	1	0.00%	0.03%	0.14%	Q4 2013	Q3 2023	33
Parkside Financial Bank & Trust	33	33	0.06%	0.16%	0.29%	Q3 2015	Q3 2023	33
FIRST CITIZENS BANK & TRUST CO	33	33	0.02%	0.25%	0.70%	Q3 2015	Q3 2023	33
PICTET ASSET MANAGEMENT LTD	33	33	0.00%	0.01%	0.02%	Q2 2013	Q2 2021	33
Krilogy Financial LLC	33	33	0.32%	0.82%	3.58%	Q3 2015	Q3 2023	33
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	23	1	0.01%	0.03%	0.49%	Q2 2014	Q3 2023	33
Bray Capital Advisors	33	33	0.11%	0.24%	0.51%	Q3 2015	Q3 2023	33
CWM, LLC	24	1	0.00%	0.03%	0.06%	Q3 2013	Q3 2023	33
Simplicity Solutions, LLC	24	2	0.03%	0.23%	0.63%	Q4 2014	Q3 2023	33
BLB&B Advisors, LLC	31	1	0.02%	0.44%	1.73%	Q2 2013	Q4 2022	33
Palisades Hudson Asset Management, L.P.	32	1	0.13%	0.51%	0.93%	Q1 2015	Q3 2023	33
Modera Wealth Management, LLC	31	2	0.06%	0.16%	0.52%	Q3 2014	Q3 2023	33
Ascent Wealth Partners, LLC	26	7	0.16%	0.78%	2.52%	Q4 2013	Q3 2023	33
DAVENPORT & Co LLC	30	1	0.00%	0.01%	0.03%	Q4 2013	Q3 2023	33
Perigon Wealth Management, LLC	23	1	0.03%	0.13%	0.56%	Q3 2011	Q3 2023	33
Covington Capital Management	27	3	0.03%	0.33%	1.07%	Q2 2013	Q3 2022	33
GIRARD PARTNERS LTD.	33	33	0.04%	0.44%	0.96%	Q3 2015	Q3 2023	33
ADIRONDACK TRUST CO	33	33	0.01%	0.04%	0.13%	Q3 2015	Q3 2023	33
Round Table Services, LLC	18	1	0.09%	0.92%	4.42%	Q2 2013	Q3 2022	33
Parsec Financial Management, Inc.	33	33	0.03%	0.66%	1.45%	Q1 2015	Q1 2023	33
Berkeley Capital Partners, LLC	32	32	0.10%	0.23%	0.56%	Q4 2015	Q3 2023	32
Paradigm Financial Advisors, LLC	32	32	0.23%	2.09%	3.72%	Q1 2014	Q4 2021	32
First PREMIER Bank	32	32	0.95%	1.65%	2.42%	Q4 2015	Q3 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	0.17%	0.83%	2.15%	Q4 2015	Q3 2023	32
FFT WEALTH MANAGEMENT LLC	32	32	0.82%	3.52%	7.84%	Q4 2015	Q3 2023	32
Ausdal Financial Partners, Inc.	32	32	0.04%	0.42%	1.36%	Q4 2015	Q3 2023	32
PATHSTONE FAMILY OFFICE, LLC	23	3	0.01%	0.45%	3.01%	Q2 2013	Q3 2023	32
Landmark Financial Advisors, LLC	32	32	0.61%	2.43%	4.97%	Q4 2015	Q3 2023	32
Oakworth Capital, Inc.	32	32	0.01%	0.06%	0.14%	Q4 2015	Q3 2023	32
WEALTHSOURCE PARTNERS, LLC	31	31	0.00%	0.62%	1.86%	Q1 2016	Q3 2023	32
Curbstone Financial Management Corp	32	32	0.20%	0.27%	0.42%	Q1 2016	Q4 2023	32
TWO SIGMA SECURITIES, LLC	12	1	0.00%	0.09%	1.25%	Q4 2014	Q1 2023	32
MERIDIAN INVESTMENT COUNSEL INC.	32	32	0.11%	0.19%	0.27%	Q4 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.01%	0.09%	0.25%	Q1 2016	Q4 2023	32
METROPOLITAN LIFE INSURANCE CO/NY	32	32	0.01%	0.07%	0.23%	Q4 2015	Q3 2023	32
Cetera Investment Advisers	32	32	0.18%	0.69%	1.25%	Q4 2015	Q3 2023	32
Armbruster Capital Management, Inc.	32	32	0.36%	2.61%	5.82%	Q4 2015	Q3 2023	32
UMB Bank, n.a.	32	32	0.10%	0.68%	1.20%	Q4 2015	Q3 2023	32
Edmonds Duncan Registered Investment Advisors, LLC	32	32	0.56%	1.18%	2.07%	Q4 2015	Q3 2023	32
Colorado Capital Management, Inc.	32	32	2.80%	3.90%	6.08%	Q4 2015	Q3 2023	32
Brinker Capital Investments, LLC	32	32	0.01%	0.03%	0.06%	Q2 2013	Q1 2021	32
Crestone Asset Management LLC	32	32	0.56%	4.09%	8.43%	Q4 2015	Q3 2023	32
CHATHAM CAPITAL GROUP, INC.	27	5	0.05%	1.11%	5.61%	Q2 2013	Q2 2023	32
Sequoia Financial Advisors, LLC	15	1	0.01%	0.05%	0.11%	Q1 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	0.14%	0.32%	0.52%	Q4 2015	Q3 2023	32
Gemmer Asset Management LLC	26	6	0.00%	0.07%	0.13%	Q1 2014	Q1 2022	32
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	32	32	0.14%	0.54%	0.90%	Q4 2015	Q3 2023	32
Grove Bank & Trust	32	32	0.66%	1.98%	3.89%	Q4 2015	Q3 2023	32
Capital Asset Advisory Services LLC	32	32	0.09%	14.24%	36.57%	Q4 2015	Q3 2023	32
Betterment LLC	32	32	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	32
HOLLENCREST CAPITAL MANAGEMENT	26	6	0.13%	0.20%	0.29%	Q4 2013	Q3 2023	32
RENAISSANCE GROUP LLC	19	13	0.01%	0.02%	0.03%	Q2 2013	Q2 2021	32
CONFLUENCE INVESTMENT MANAGEMENT LLC	32	32	0.01%	0.30%	2.25%	Q2 2013	Q1 2021	32
HALBERT HARGROVE GLOBAL ADVISORS, LLC	23	1	0.02%	0.47%	1.21%	Q2 2013	Q3 2023	31
FIRST NATIONAL TRUST CO	31	31	0.01%	0.09%	0.32%	Q1 2016	Q3 2023	31
Barrett Asset Management, LLC	31	31	0.00%	0.00%	0.00%	Q2 2014	Q4 2021	31
CWA Asset Management Group, LLC	18	13	0.09%	0.25%	1.38%	Q4 2015	Q3 2023	31
McNamara Financial Services, Inc.	31	31	0.07%	0.18%	0.43%	Q1 2016	Q3 2023	31
Simmons Bank	31	31	0.14%	0.65%	1.37%	Q1 2016	Q3 2023	31
Buffington Mohr McNeal	31	31	0.07%	2.21%	3.86%	Q2 2015	Q4 2022	31
One Capital Management, LLC	25	6	0.05%	0.19%	0.58%	Q1 2014	Q3 2023	31
Canal Capital Management, LLC	16	5	0.08%	0.96%	3.54%	Q4 2014	Q3 2023	31
Voya Financial Advisors, Inc.	28	3	0.04%	0.24%	0.66%	Q1 2015	Q3 2023	31
Ballentine Partners, LLC	31	31	0.05%	0.89%	2.22%	Q1 2016	Q3 2023	31
Carroll Financial Associates, Inc.	29	2	0.01%	0.03%	0.10%	Q2 2013	Q4 2021	31
Whitegate Investment Counselors, Inc.	30	1	1.14%	1.70%	3.29%	Q1 2014	Q3 2023	31
IFP Advisors, Inc	17	14	0.02%	0.20%	0.59%	Q4 2015	Q3 2023	31
Livingston Group Asset Management CO (operating as Southport Capital Management)	28	1	0.06%	0.18%	0.29%	Q2 2013	Q4 2021	31
IBERIABANK CORP	31	31	0.31%	0.84%	1.43%	Q4 2012	Q2 2020	31
Peak Financial Management, Inc.	30	1	0.14%	2.41%	4.69%	Q4 2015	Q3 2023	31
Integrated Investment Consultants, LLC	23	8	0.10%	0.20%	0.39%	Q4 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.05%	0.15%	0.48%	Q1 2016	Q3 2023	31
INSPIRION WEALTH ADVISORS, LLC	31	31	0.06%	0.15%	0.28%	Q1 2016	Q3 2023	31
NEXT Financial Group, Inc	31	31	0.00%	0.32%	0.78%	Q2 2014	Q4 2021	31
People's United Financial, Inc.	16	2	0.00%	0.14%	1.01%	Q3 2013	Q1 2022	30
QUANTUM CAPITAL MANAGEMENT	30	30	0.04%	0.13%	0.26%	Q2 2013	Q3 2020	30
First Allied Advisory Services, Inc.	30	30	0.24%	0.68%	1.09%	Q2 2013	Q3 2020	30
West Oak Capital, LLC	18	1	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	30
DAVIS R M INC	25	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	30
1834 INVESTMENT ADVISORS CO	28	2	0.06%	0.13%	0.24%	Q4 2014	Q3 2023	30
ACG Wealth	24	1	0.03%	0.11%	0.34%	Q3 2014	Q2 2022	30
Pekin Hardy Strauss, Inc.	15	15	0.02%	0.14%	0.27%	Q2 2014	Q3 2022	30
QUEST INVESTMENT MANAGEMENT LLC	30	30	0.06%	0.37%	0.79%	Q4 2014	Q1 2022	30
Neuberger Berman Group LLC	29	1	0.00%	0.03%	0.07%	Q3 2013	Q3 2023	30
FLPUTNAM INVESTMENT MANAGEMENT CO	18	2	0.00%	0.07%	0.38%	Q2 2013	Q3 2023	30
VESTOR CAPITAL, LLC	17	13	0.01%	0.58%	1.34%	Q1 2016	Q3 2023	30
WINTRUST INVESTMENTS LLC	30	30	0.05%	0.27%	0.98%	Q2 2016	Q3 2023	30
FCG ADVISORS, LLC	30	30	0.09%	0.68%	1.72%	Q2 2013	Q3 2020	30
EDMOND DE ROTHSCHILD HOLDING S.A.	30	30	0.00%	0.08%	0.84%	Q2 2015	Q3 2022	30
Filament LLC	30	30	0.14%	0.76%	1.50%	Q2 2013	Q3 2020	30
Gunma Bank,Ltd.	30	30	3.86%	12.73%	23.60%	Q2 2016	Q3 2023	30
Catalyst Capital Advisors LLC	29	1	0.01%	4.11%	5.41%	Q4 2014	Q3 2023	30
SCHNIEDERS CAPITAL MANAGEMENT LLC	30	30	0.09%	0.27%	0.49%	Q2 2016	Q3 2023	30
Koshinski Asset Management, Inc.	30	30	0.02%	0.24%	0.67%	Q2 2016	Q3 2023	30
Plancorp, LLC	30	30	0.48%	2.15%	6.09%	Q2 2016	Q3 2023	30
CIBC WORLD MARKET INC.	13	8	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	30
IndexIQ Advisors LLC	16	1	0.00%	0.28%	1.16%	Q2 2013	Q1 2022	30
PARSONS CAPITAL MANAGEMENT INC/RI	29	1	0.02%	0.08%	0.12%	Q1 2015	Q3 2023	30
VOYA INVESTMENT MANAGEMENT LLC	30	30	0.01%	0.11%	0.41%	Q2 2016	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	0.60%	0.99%	1.66%	Q2 2016	Q3 2023	30
CLEAR INVESTMENT RESEARCH, LLC	30	30	0.04%	3.48%	6.58%	Q2 2016	Q3 2023	30
ENTERPRISE FINANCIAL SERVICES CORP	19	1	0.00%	0.04%	0.10%	Q2 2013	Q4 2021	30
MARCO INVESTMENT MANAGEMENT LLC	23	7	0.06%	0.28%	0.50%	Q2 2013	Q3 2023	30
Brown Advisory Securities, LLC	27	1	0.03%	0.23%	0.70%	Q1 2014	Q4 2021	30
LifePlan Financial Group, Inc	30	30	0.48%	2.05%	6.12%	Q2 2013	Q3 2020	30
CULLEN/FROST BANKERS, INC.	19	1	0.00%	0.01%	0.01%	Q4 2014	Q3 2023	30
MML INVESTORS SERVICES, LLC	26	4	0.08%	0.19%	0.42%	Q2 2015	Q3 2023	30
Partnervest Advisory Services LLC	30	30	0.08%	0.63%	1.74%	Q2 2013	Q3 2020	30
Callan Capital, LLC	27	3	0.07%	0.21%	0.32%	Q4 2013	Q3 2023	30
Annex Advisory Services, LLC	23	7	0.05%	1.93%	8.88%	Q2 2013	Q3 2023	30
Jefferies Group LLC	16	1	0.00%	0.04%	0.28%	Q1 2014	Q1 2022	29
DEUTSCHE BANK AG\	23	6	0.00%	0.01%	0.07%	Q3 2013	Q3 2023	29
JUNCTURE WEALTH STRATEGIES, LLC	20	9	0.15%	0.85%	1.78%	Q4 2014	Q4 2023	29
Cornerstone Wealth Management, LLC	25	1	0.18%	0.54%	2.11%	Q1 2016	Q3 2023	29
NOMURA ASSET MANAGEMENT CO LTD	12	2	0.00%	0.05%	0.19%	Q2 2013	Q3 2023	29
Madden Advisory Services, Inc.	15	1	0.02%	0.27%	0.45%	Q2 2013	Q3 2023	29
MYCIO WEALTH PARTNERS, LLC	27	2	0.00%	0.10%	0.94%	Q2 2013	Q1 2023	29
Laurel Wealth Advisors, Inc.	29	29	0.09%	0.32%	0.64%	Q4 2015	Q4 2022	29
NewEdge Advisors, LLC	29	29	0.04%	0.20%	0.43%	Q3 2016	Q3 2023	29
Cassaday & Co Inc.	29	29	0.01%	4.82%	29.55%	Q4 2014	Q4 2021	29
Snowden Capital Advisors LLC	20	1	0.03%	0.04%	0.08%	Q1 2016	Q3 2023	29
Lido Advisors, LLC	29	29	0.01%	0.06%	0.42%	Q3 2016	Q3 2023	29
Essex Financial Services, Inc.	14	4	0.05%	0.13%	0.39%	Q1 2014	Q3 2023	29
Perella Weinberg Partners Capital Management LP	19	2	0.04%	1.30%	4.20%	Q2 2015	Q3 2023	29
SVA Wealth Management, LLC	29	29	0.09%	0.25%	0.44%	Q4 2013	Q4 2020	29
Glenview Trust Co	28	1	0.03%	0.15%	0.57%	Q4 2015	Q3 2023	29
Symmetry Partners, LLC	29	29	0.34%	0.70%	1.24%	Q4 2016	Q4 2023	29
REILLY FINANCIAL ADVISORS, LLC	20	4	0.00%	0.01%	0.01%	Q2 2013	Q4 2021	29
Horan Securities, Inc.	21	8	0.12%	2.09%	7.93%	Q2 2016	Q3 2023	29
BTC Capital Management, Inc.	21	1	0.22%	0.63%	2.18%	Q1 2015	Q3 2023	29
Kepos Capital LP	19	1	0.07%	10.61%	36.08%	Q2 2013	Q3 2023	29
WOODMONT INVESTMENT COUNSEL LLC	29	29	0.08%	0.26%	0.46%	Q2 2013	Q2 2020	29
Proficio Capital Partners LLC	29	29	0.01%	0.22%	0.89%	Q2 2016	Q2 2023	29
CONNABLE OFFICE INC	29	29	1.24%	2.68%	4.17%	Q3 2016	Q3 2023	29
Gilbert & Cook, Inc.	28	28	1.65%	2.78%	3.95%	Q4 2016	Q3 2023	28
United Bank	28	28	1.40%	4.35%	6.94%	Q4 2016	Q3 2023	28
Covenant Asset Management, LLC	28	28	0.31%	0.64%	1.56%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.16%	0.24%	0.31%	Q4 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.01%	0.13%	0.36%	Q4 2016	Q3 2023	28
Farmers & Merchants Trust Co of Chambersburg PA	28	28	0.01%	0.05%	0.11%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.03%	0.11%	0.23%	Q4 2016	Q3 2023	28
Cordasco Financial Network	22	6	0.01%	0.03%	0.04%	Q4 2013	Q2 2022	28
Good Life Advisors, LLC	28	28	0.04%	0.10%	0.26%	Q4 2016	Q3 2023	28
Winslow, Evans & Crocker, Inc.	18	10	0.00%	0.01%	0.03%	Q4 2013	Q4 2020	28
JANICZEK WEALTH MANAGEMENT, LLC	28	28	0.00%	1.62%	5.54%	Q4 2016	Q3 2023	28
CONCENTRIC WEALTH MANAGEMENT, LLC	28	28	0.97%	1.33%	1.66%	Q4 2016	Q3 2023	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	0.41%	0.99%	2.41%	Q4 2016	Q3 2023	28
ELLIOTT MANAGEMENT CORP	19	19	0.16%	2.48%	10.87%	Q2 2015	Q4 2019	28
TWIN CAPITAL MANAGEMENT INC	19	9	0.03%	0.25%	0.46%	Q2 2013	Q3 2020	28
Elgethun Capital Management	28	28	0.02%	0.27%	0.76%	Q4 2016	Q3 2023	28
HOWLAND CAPITAL MANAGEMENT LLC	26	2	0.01%	0.04%	0.08%	Q3 2014	Q1 2022	28
TRUST CO OF OKLAHOMA	15	13	0.18%	0.40%	0.63%	Q3 2016	Q3 2023	28
Clarius Group, LLC	17	1	0.02%	0.17%	0.39%	Q4 2015	Q3 2023	28
CAPITAL ADVISORS INC/OK	28	28	0.09%	0.47%	1.28%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	0.31%	1.09%	1.82%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.00%	0.06%	0.39%	Q4 2016	Q3 2023	28
MILES CAPITAL, INC.	28	28	0.63%	1.50%	2.58%	Q2 2013	Q1 2020	28
Millburn Ridgefield Corp	28	28	2.70%	5.92%	6.50%	Q4 2016	Q3 2023	28
Country Club Trust Company, n.a.	22	2	0.02%	0.07%	0.12%	Q2 2013	Q4 2021	28
BEACON INVESTMENT ADVISORY SERVICES, INC.	28	28	0.01%	0.13%	0.61%	Q2 2016	Q1 2023	28
Rathbones Group PLC	16	12	0.00%	0.03%	0.08%	Q3 2015	Q3 2023	28
Relative Value Partners Group, LLC	17	5	0.06%	0.08%	0.15%	Q4 2015	Q3 2023	28
ALPHA WINDWARD LLC	28	28	1.10%	1.97%	3.16%	Q3 2013	Q2 2020	28
CAPE ANN SAVINGS BANK	17	1	0.14%	4.93%	6.87%	Q2 2013	Q2 2021	28
Valmark Advisers, Inc.	27	1	0.01%	1.82%	2.29%	Q4 2013	Q3 2023	28
Greytown Advisors Inc.	28	28	0.50%	1.40%	2.84%	Q4 2016	Q3 2023	28
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	28	28	0.00%	0.01%	0.05%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.01%	0.02%	0.05%	Q4 2016	Q3 2023	28
Moloney Securities Asset Management, LLC	28	28	0.06%	0.15%	0.32%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	0.01%	0.03%	0.05%	Q1 2016	Q4 2022	28
MACKENZIE FINANCIAL CORP	12	5	0.00%	0.03%	0.10%	Q1 2016	Q3 2023	28
Twin Tree Management, LP	12	1	0.00%	0.08%	0.40%	Q1 2017	Q3 2022	28
Kovack Advisors, Inc.	28	28	0.08%	0.30%	0.65%	Q4 2016	Q3 2023	28
REDW Wealth LLC	28	28	3.75%	11.33%	19.83%	Q4 2016	Q3 2023	28
Steward Partners Investment Advisory, LLC	28	28	0.14%	0.42%	1.28%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.14%	0.24%	0.35%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.22%	0.31%	0.41%	Q4 2016	Q3 2023	28
Norway Savings Bank	28	28	0.75%	1.22%	1.51%	Q4 2016	Q3 2023	28
BlueSky Wealth Advisors, LLC	28	28	0.21%	0.43%	0.76%	Q4 2016	Q3 2023	28
Riverpoint Wealth Management Holdings, LLC	14	13	0.08%	0.16%	0.43%	Q4 2016	Q3 2023	27
ROTHSCHILD INVESTMENT LLC /IL	26	1	0.02%	0.12%	0.16%	Q3 2014	Q3 2023	27
ARCADIA INVESTMENT MANAGEMENT CORP/MI	26	1	0.00%	0.02%	0.14%	Q4 2015	Q1 2023	27
First Command Bank	27	27	3.92%	7.71%	10.93%	Q4 2016	Q2 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.26%	0.33%	0.44%	Q2 2013	Q4 2019	27
SIGNET FINANCIAL MANAGEMENT, LLC	21	1	0.04%	0.25%	0.84%	Q4 2014	Q3 2022	27
OPPENHEIMER ASSET MANAGEMENT INC.	27	27	0.01%	0.02%	0.03%	Q1 2017	Q3 2023	27
Baystate Wealth Management LLC	18	9	0.00%	1.05%	4.50%	Q2 2013	Q3 2023	27
CIBC BANK USA	27	27	0.54%	2.03%	3.94%	Q2 2013	Q4 2019	27
Conservest Capital Advisors, Inc.	27	27	0.18%	2.71%	4.04%	Q1 2017	Q3 2023	27
RITHOLTZ WEALTH MANAGEMENT	26	1	0.08%	1.82%	5.87%	Q4 2016	Q3 2023	27
Integre Asset Management, LLC	27	27	0.09%	0.25%	0.49%	Q2 2013	Q4 2019	27
Northwest Quadrant Wealth Management, LLC	23	4	0.07%	0.63%	3.53%	Q4 2016	Q3 2023	27
Heritage Trust Co	27	27	0.07%	0.64%	1.98%	Q1 2017	Q3 2023	27
FARR MILLER & WASHINGTON LLC/DC	14	13	0.04%	0.06%	0.10%	Q4 2014	Q3 2021	27
Traynor Capital Management, Inc.	14	3	0.08%	0.25%	0.56%	Q1 2016	Q3 2023	27
FIRST NATIONAL BANK SIOUX FALLS	26	1	0.13%	1.36%	2.18%	Q2 2015	Q3 2023	27
STOCK YARDS BANK & TRUST CO	26	1	0.04%	0.13%	0.24%	Q2 2013	Q3 2023	27
AE Wealth Management LLC	27	27	0.08%	0.24%	0.50%	Q1 2017	Q3 2023	27
1832 Asset Management L.P.	11	1	0.00%	0.06%	0.21%	Q1 2014	Q3 2023	27
Institute for Wealth Management, LLC.	19	1	0.06%	1.03%	5.62%	Q3 2013	Q3 2023	27
AUA CAPITAL MANAGEMENT, LLC	27	27	0.13%	0.19%	0.30%	Q4 2016	Q2 2023	27
Sterling Capital Management LLC	27	27	0.01%	0.03%	0.05%	Q1 2013	Q3 2019	27
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	26	1	0.00%	0.02%	0.08%	Q4 2016	Q3 2023	27
Crestwood Advisors Group, LLC	27	27	0.34%	0.69%	2.11%	Q1 2017	Q3 2023	27
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	27	27	0.31%	1.19%	2.82%	Q1 2017	Q3 2023	27
Continuum Advisory, LLC	27	27	0.26%	0.75%	1.68%	Q1 2017	Q3 2023	27
Pacific Center for Financial Services	24	3	4.16%	6.07%	9.43%	Q4 2016	Q3 2023	27
Cribstone Capital Management, LLC	27	27	0.00%	0.02%	0.03%	Q2 2016	Q4 2022	27
PRINCIPAL FINANCIAL GROUP INC	20	3	0.00%	0.00%	0.02%	Q3 2016	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.15%	0.31%	0.60%	Q4 2016	Q3 2023	27
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	27	27	0.12%	3.23%	8.84%	Q2 2013	Q4 2019	27
Wela Strategies, Inc.	26	1	0.74%	4.88%	8.31%	Q1 2017	Q4 2023	27
First Command Financial Services, Inc.	27	27	0.59%	6.79%	10.60%	Q4 2016	Q2 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.15%	1.24%	2.79%	Q4 2016	Q3 2023	27
FRANKLIN RESOURCES INC	26	26	0.00%	0.00%	0.01%	Q2 2017	Q3 2023	26
SRS Capital Advisors, Inc.	10	7	0.08%	0.28%	0.57%	Q4 2016	Q3 2023	26
Blankinship & Foster, LLC	26	26	0.08%	0.18%	0.32%	Q2 2017	Q3 2023	26
Family Legacy, Inc.	24	2	0.93%	1.17%	1.45%	Q1 2017	Q3 2023	26
Carlson Capital Management	26	26	0.12%	0.41%	1.09%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.05%	0.08%	0.13%	Q2 2013	Q3 2019	26
MONETA GROUP INVESTMENT ADVISORS LLC	26	26	0.11%	1.45%	3.24%	Q2 2017	Q3 2023	26
United Asset Strategies, Inc.	23	3	0.06%	0.95%	2.40%	Q2 2013	Q4 2019	26
Highlander Capital Management, LLC	18	8	0.00%	0.01%	0.01%	Q2 2013	Q4 2019	26
Johnson Financial Group, LLC	20	6	1.76%	3.48%	5.09%	Q4 2016	Q3 2023	26
BOSTON ADVISORS LLC	26	26	0.01%	0.04%	0.15%	Q2 2013	Q3 2019	26
Kovitz Investment Group Partners, LLC	16	10	0.01%	0.02%	0.06%	Q1 2016	Q3 2022	26
D L CARLSON INVESTMENT GROUP INC	25	1	0.14%	0.55%	1.10%	Q2 2014	Q4 2020	26
Stockman Wealth Management, Inc.	25	1	0.06%	0.17%	0.31%	Q1 2017	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.04%	0.11%	0.16%	Q2 2017	Q3 2023	26
Founders Capital Management	13	13	0.06%	0.17%	0.52%	Q1 2017	Q4 2023	26
Asset Dedication, LLC	20	1	0.01%	0.08%	0.29%	Q4 2015	Q3 2023	26
Rinet Co LLC	26	26	0.04%	1.57%	4.41%	Q2 2015	Q3 2021	26
Trust Co	16	1	0.00%	0.17%	0.59%	Q3 2015	Q3 2023	26
BURNS J W & CO INC/NY	22	4	0.04%	0.21%	0.40%	Q2 2013	Q3 2022	26
Horan Capital Advisors, LLC.	26	26	0.10%	0.16%	0.21%	Q2 2017	Q3 2023	26
MARK SHEPTOFF FINANCIAL PLANNING, LLC	20	6	0.00%	0.04%	0.06%	Q3 2015	Q1 2023	26
Sand Hill Global Advisors, LLC	26	26	1.96%	2.94%	4.92%	Q2 2017	Q3 2023	26
AMG National Trust Bank	26	26	0.02%	0.03%	0.04%	Q2 2017	Q3 2023	26
Barber Financial Group, Inc.	26	26	0.05%	0.77%	2.65%	Q4 2016	Q1 2023	26
Glovista Investments LLC	26	26	0.04%	0.20%	0.36%	Q3 2013	Q4 2019	26
VPR Management LLC	26	26	0.94%	1.31%	1.79%	Q2 2017	Q3 2023	26
Roof Eidam Maycock Peralta, LLC	22	4	0.35%	3.78%	5.87%	Q4 2014	Q3 2023	26
BB&T SECURITIES, LLC	26	26	0.08%	0.15%	0.23%	Q2 2013	Q3 2019	26
Paracle Advisors, LLC	21	5	0.05%	1.38%	3.94%	Q3 2014	Q1 2021	26
Bell Bank	9	1	0.03%	0.13%	0.59%	Q2 2013	Q3 2023	26
MARINER INDEPENDENT ADVISOR NETWORK, LLC	8	1	0.05%	0.52%	2.09%	Q2 2014	Q3 2022	25
Daiwa Securities Group Inc.	25	25	0.00%	0.05%	0.12%	Q3 2017	Q3 2023	25
ATWOOD & PALMER INC	25	25	0.00%	0.01%	0.07%	Q2 2014	Q2 2020	25
Mosaic Family Wealth, LLC	25	25	0.17%	0.49%	1.25%	Q4 2015	Q4 2021	25
Winfield Associates, Inc.	25	25	0.15%	0.78%	1.57%	Q2 2014	Q2 2020	25
Cambria Investment Management, L.P.	25	25	0.13%	1.10%	2.93%	Q4 2014	Q4 2020	25
BerganKDV Wealth Management, LLC	21	4	0.00%	0.03%	0.11%	Q1 2017	Q2 2023	25
Sheaff Brock Investment Advisors, LLC	17	4	0.02%	0.03%	0.04%	Q1 2017	Q3 2023	25
Field & Main Bank	10	4	0.00%	0.03%	0.08%	Q4 2013	Q3 2023	25
TIAA, FSB	25	25	0.07%	0.26%	0.96%	Q2 2017	Q2 2023	25
Merriman Wealth Management, LLC	15	3	0.02%	0.67%	5.52%	Q1 2016	Q3 2023	25
Lourd Capital, LLC	25	25	2.77%	5.27%	15.87%	Q2 2013	Q2 2019	25
ROCKY MOUNTAIN ADVISERS, LLC	25	25	0.01%	0.03%	0.11%	Q3 2017	Q3 2023	25
JOYN Advisors, Inc.	23	2	0.30%	3.01%	7.00%	Q2 2013	Q1 2020	25
Fairfield University	17	8	3.76%	9.56%	17.72%	Q4 2015	Q3 2023	25
Westwind Capital	25	25	0.03%	0.14%	0.51%	Q4 2017	Q4 2023	25
YorkBridge Wealth Partners, LLC	25	25	0.20%	0.31%	0.61%	Q4 2016	Q4 2022	25
Valeo Financial Advisors, LLC	25	25	0.01%	0.03%	0.14%	Q3 2017	Q3 2023	25
COBIZ WEALTH, LLC	25	25	0.12%	0.20%	0.31%	Q2 2013	Q2 2019	25
STEEL GROVE CAPITAL ADVISORS, LLC	14	5	0.03%	0.14%	0.41%	Q2 2013	Q3 2023	25
Quantitative Advantage, LLC	19	6	0.26%	1.03%	3.00%	Q2 2013	Q1 2020	25
Westside Investment Management, Inc.	15	1	0.06%	0.32%	0.58%	Q4 2016	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.04%	0.07%	0.17%	Q2 2017	Q2 2023	25
CHEMICAL BANK	25	25	0.15%	0.19%	0.23%	Q2 2013	Q2 2019	25
Shamrock Asset Management LLC	23	2	0.02%	0.05%	0.12%	Q2 2013	Q3 2019	25
Moors & Cabot, Inc.	22	3	0.01%	0.03%	0.06%	Q2 2016	Q2 2023	25
FormulaFolio Investments, LLC	22	3	0.02%	1.22%	10.14%	Q4 2014	Q2 2021	25
Bogart Wealth, LLC	25	25	0.00%	0.07%	1.52%	Q3 2017	Q3 2023	25
Smart Portfolios, LLC	12	1	0.00%	2.94%	10.66%	Q2 2013	Q3 2020	25
EVERGREEN CAPITAL MANAGEMENT LLC	25	25	0.15%	0.56%	0.94%	Q3 2017	Q3 2023	25
Asset Planning Services, Ltd.	25	25	0.17%	0.26%	0.38%	Q2 2015	Q2 2021	25
Frontier Wealth Management LLC	18	1	0.01%	0.53%	1.40%	Q4 2014	Q2 2022	25
Front Row Advisors LLC	24	24	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	24
Chandler Asset Management, Inc.	24	24	5.05%	6.64%	7.94%	Q4 2017	Q3 2023	24
Versant Capital Management, Inc	21	3	0.00%	0.18%	0.43%	Q4 2015	Q4 2023	24
McIlrath & Eck, LLC	24	24	2.91%	4.16%	5.27%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.06%	0.25%	1.26%	Q4 2017	Q3 2023	24
Lutz Financial Services LLC	24	24	0.31%	2.25%	3.49%	Q4 2017	Q3 2023	24
ALERUS FINANCIAL NA	24	24	0.16%	0.83%	2.57%	Q2 2016	Q1 2022	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.02%	0.06%	0.61%	Q4 2017	Q3 2023	24
Pflug Koory, LLC	23	1	0.00%	0.02%	0.03%	Q4 2016	Q3 2023	24
HARBOR ADVISORY CORP /MA/	24	24	0.36%	2.01%	3.66%	Q4 2017	Q3 2023	24
WASHINGTON CAPITAL MANAGEMENT, INC	24	24	0.23%	0.27%	0.37%	Q4 2017	Q3 2023	24
Financial Advisors Network, Inc.	17	1	0.50%	1.19%	1.64%	Q4 2016	Q3 2023	24
HighVista Strategies LLC	16	8	0.08%	5.36%	26.38%	Q2 2013	Q4 2019	24
Barnett & Company, Inc.	24	24	0.00%	0.05%	0.18%	Q1 2016	Q4 2021	24
PLIMOTH TRUST CO LLC	24	24	1.78%	2.57%	3.01%	Q4 2017	Q3 2023	24
WealthTrust Fairport, LLC	24	24	0.05%	1.90%	3.76%	Q2 2013	Q1 2019	24
HL FINANCIAL SERVICES LLC	24	24	0.15%	0.41%	0.68%	Q2 2013	Q1 2019	24
GenTrust, LLC	23	1	0.02%	0.59%	0.88%	Q4 2016	Q4 2022	24
Peterson Wealth Advisors, LLC	24	24	0.18%	1.65%	4.09%	Q4 2017	Q3 2023	24
Broadview Financial Management, LLC	24	24	1.82%	2.66%	3.12%	Q4 2017	Q3 2023	24
Forefront Analytics, LLC	24	24	1.69%	3.71%	5.96%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.02%	0.14%	0.41%	Q4 2017	Q3 2023	24
Aveo Capital Partners, LLC	11	1	0.10%	0.20%	0.42%	Q4 2016	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.12%	0.21%	0.39%	Q4 2017	Q3 2023	24
UNITED BANK	24	24	0.11%	0.33%	0.82%	Q4 2017	Q3 2023	24
Trilogy Capital Inc.	24	24	0.58%	1.18%	2.49%	Q4 2017	Q3 2023	24
HoyleCohen, LLC	24	24	0.04%	0.06%	0.08%	Q4 2017	Q3 2023	24
Baltimore-Washington Financial Advisors, Inc.	19	5	0.00%	0.03%	0.05%	Q3 2014	Q3 2022	24
Raub Brock Capital Management LP	20	4	1.27%	1.78%	2.57%	Q2 2016	Q2 2022	24
Goelzer Investment Management, Inc.	10	1	0.02%	0.44%	1.06%	Q1 2013	Q3 2023	24
White Lighthouse Investment Management Inc.	24	24	0.62%	0.84%	1.23%	Q4 2017	Q3 2023	24
WRAPMANAGER INC	17	7	0.17%	1.04%	2.01%	Q3 2012	Q4 2019	24
Gradient Capital Advisors, LLC	24	24	0.55%	0.79%	0.99%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.08%	0.18%	0.34%	Q4 2017	Q3 2023	24
IFG Advisory, LLC	24	24	0.09%	0.19%	0.39%	Q4 2017	Q3 2023	24
Cliffwater LLC	24	24	0.78%	1.71%	2.19%	Q4 2017	Q3 2023	24
D'Orazio & Associates, Inc.	24	24	0.01%	0.02%	0.04%	Q4 2015	Q3 2021	24
CENTAURUS FINANCIAL, INC.	24	24	0.04%	0.11%	0.34%	Q4 2017	Q3 2023	24
Johnson Financial Group, Inc.	24	24	0.01%	0.06%	0.19%	Q4 2017	Q3 2023	24
Morningstar Investment Services LLC	14	10	0.00%	0.13%	0.40%	Q1 2016	Q1 2022	24
SMITH SHELLNUT WILSON LLC /ADV	21	3	0.18%	0.62%	0.98%	Q3 2017	Q3 2023	24
COBBLESTONE CAPITAL ADVISORS LLC /NY/	24	24	0.03%	0.08%	0.22%	Q4 2017	Q3 2023	24
EVERMAY WEALTH MANAGEMENT LLC	14	10	0.00%	1.49%	8.25%	Q4 2014	Q3 2023	24
Gryphon Financial Partners LLC	24	24	0.08%	0.12%	0.31%	Q4 2017	Q3 2023	24
TIEDEMANN ADVISORS, LLC	23	1	0.04%	1.36%	2.87%	Q2 2017	Q3 2023	24
Live Your Vision, LLC	24	24	0.09%	1.64%	4.28%	Q2 2013	Q1 2019	24
WealthShield Partners, LLC	24	24	0.01%	0.30%	1.51%	Q4 2017	Q3 2023	24
FBL INVESTMENT MANAGEMENT SERVICES INC/IA	20	1	0.42%	2.24%	3.15%	Q3 2013	Q4 2019	24
Sowell Financial Services LLC	10	2	0.06%	0.36%	0.80%	Q4 2016	Q3 2023	24
Acorns Advisers, LLC	18	2	0.00%	6.16%	30.97%	Q4 2016	Q1 2023	24
MONROE BANK & TRUST/MI	24	24	0.68%	1.17%	1.44%	Q3 2013	Q2 2019	24
Crewe Advisors LLC	24	24	0.16%	0.26%	0.40%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.08%	0.29%	0.65%	Q4 2017	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	0.19%	0.28%	0.46%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.68%	1.05%	1.43%	Q4 2017	Q3 2023	24
Murphy, Middleton, Hinkle & Parker, Inc.	24	24	0.19%	0.24%	0.30%	Q4 2017	Q3 2023	24
Poehling Capital Management, INC.	24	24	0.09%	0.14%	0.21%	Q4 2017	Q3 2023	24
Sound Income Strategies, LLC	24	24	0.00%	0.07%	0.18%	Q4 2017	Q3 2023	24
Larson Financial Group LLC	24	24	0.39%	0.76%	1.86%	Q4 2017	Q3 2023	24
Towerpoint Wealth, LLC	24	24	0.38%	2.09%	5.24%	Q4 2017	Q3 2023	24
Alaska Wealth Advisors	24	24	0.03%	0.69%	5.43%	Q4 2017	Q3 2023	24
FIRST INTERSTATE BANK	18	6	0.03%	0.12%	0.26%	Q3 2015	Q3 2023	24
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	24	24	0.04%	0.33%	0.98%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.08%	0.69%	Q4 2017	Q3 2023	24
CNB Bank	24	24	0.01%	0.05%	0.13%	Q4 2017	Q3 2023	24
JOHNSON INVESTMENT COUNSEL INC	22	2	0.01%	0.03%	0.06%	Q2 2013	Q2 2019	24
Rossmore Private Capital	24	24	0.19%	0.96%	2.91%	Q4 2017	Q3 2023	24
JONES FINANCIAL COMPANIES LLLP	19	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	23
Blue Chip Partners, LLC	21	2	0.02%	0.09%	0.20%	Q4 2014	Q3 2022	23
Alley Co LLC	17	3	0.05%	0.12%	0.22%	Q4 2013	Q4 2019	23
CreativeOne Wealth, LLC	23	23	0.59%	1.39%	2.98%	Q1 2018	Q3 2023	23
St. Louis Trust Co	23	23	0.37%	0.55%	0.96%	Q1 2018	Q3 2023	23
Lenox Wealth Advisors, LLC	15	1	0.00%	0.96%	8.08%	Q2 2013	Q1 2022	23
Edelman Financial Services, LLC	23	23	0.00%	8.66%	10.43%	Q2 2013	Q4 2018	23
Lattice Strategies LLC	23	23	0.29%	1.43%	2.92%	Q2 2013	Q4 2018	23
Rockefeller Capital Management L.P.	23	23	0.00%	0.03%	0.12%	Q1 2018	Q3 2023	23
WealthTrust-Arizona, LLC	23	23	3.03%	5.78%	9.71%	Q2 2013	Q4 2018	23
Bruderman Asset Management, LLC	23	23	0.30%	0.70%	1.39%	Q1 2015	Q3 2020	23
Keystone Financial Group	21	2	0.04%	0.16%	0.60%	Q4 2017	Q3 2023	23
MGO ONE SEVEN LLC	21	2	0.04%	0.23%	0.51%	Q4 2017	Q3 2023	23
Peninsula Wealth, LLC	23	23	0.78%	1.48%	1.92%	Q1 2018	Q3 2023	23
SIMON QUICK ADVISORS, LLC	12	1	0.00%	0.08%	0.30%	Q4 2016	Q3 2023	23
CITIZENS FINANCIAL GROUP INC/RI	19	1	0.00%	0.98%	2.03%	Q4 2015	Q3 2023	23
Doyle Wealth Management	23	23	0.18%	0.35%	0.58%	Q1 2017	Q3 2022	23
SAWGRASS ASSET MANAGEMENT LLC	23	23	0.03%	0.04%	0.07%	Q2 2013	Q4 2018	23
Janney Capital Management LLC	23	23	0.32%	0.82%	1.72%	Q1 2016	Q3 2021	23
Brick & Kyle, Associates	15	1	0.14%	0.17%	0.22%	Q4 2014	Q2 2022	23
Fernwood Investment Management, LLC	21	2	0.09%	0.20%	0.33%	Q3 2017	Q3 2023	23
MainStreet Investment Advisors LLC	15	8	0.17%	2.50%	4.76%	Q4 2017	Q3 2023	23
CALTON & ASSOCIATES, INC.	23	23	0.08%	0.24%	0.43%	Q4 2017	Q2 2023	23
PFS INVESTMENTS INC.	23	23	0.07%	0.20%	0.79%	Q4 2017	Q2 2023	23
Narwhal Capital Management	21	2	0.03%	0.11%	0.24%	Q2 2017	Q3 2023	23
CWH Capital Management, Inc.	20	3	0.13%	0.22%	0.41%	Q1 2015	Q4 2020	23
LAKE STREET ADVISORS GROUP, LLC	15	8	2.46%	3.99%	5.16%	Q4 2017	Q3 2023	23
Mascoma Wealth Management LLC	12	11	0.03%	0.39%	3.23%	Q4 2016	Q3 2023	23
Capital Investment Advisory Services, LLC	23	23	0.01%	0.07%	0.18%	Q1 2018	Q3 2023	23
Prime Capital Investment Advisors, LLC	23	23	0.01%	0.08%	0.58%	Q1 2018	Q3 2023	23
SMITH, MOORE & CO.	23	23	0.04%	0.07%	0.10%	Q1 2018	Q3 2023	23
CIM, LLC	23	23	0.12%	0.15%	0.21%	Q1 2015	Q3 2020	23
COMERICA SECURITIES INC	23	23	0.27%	0.48%	1.08%	Q2 2013	Q4 2018	23
HBK Sorce Advisory LLC	12	4	0.01%	0.04%	0.09%	Q2 2017	Q3 2023	23
Wall Capital Group, Inc.	23	23	0.98%	2.03%	5.16%	Q1 2017	Q3 2022	23
Jacobi Capital Management LLC	18	2	0.01%	0.02%	0.09%	Q3 2016	Q3 2023	23
Oxbow Advisors, LLC	23	23	0.04%	0.06%	0.07%	Q1 2018	Q3 2023	23
Sutton Wealth Advisors Inc.	23	23	0.00%	0.00%	0.00%	Q1 2018	Q3 2023	23
Chesapeake Wealth Management	23	23	0.30%	0.35%	0.43%	Q1 2018	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.15%	0.25%	0.35%	Q4 2017	Q2 2023	23
NVWM, LLC	23	23	0.01%	0.05%	0.10%	Q4 2017	Q2 2023	23
Virtu Financial LLC	5	1	0.09%	0.41%	1.98%	Q2 2013	Q3 2023	23
Cedar Wealth Management, LLC	22	22	0.00%	0.06%	0.13%	Q2 2018	Q3 2023	22
Sanctuary Wealth Management, L.L.C.	18	1	0.19%	3.65%	9.93%	Q1 2010	Q3 2023	22
Charles Schwab Investment Advisory, Inc.	10	1	0.00%	0.10%	0.52%	Q4 2013	Q2 2022	22
HAYS ADVISORY LLC	22	22	0.33%	2.33%	3.82%	Q2 2013	Q3 2018	22
ZACKS INVESTMENT MANAGEMENT	11	2	0.01%	0.02%	0.04%	Q4 2013	Q3 2020	22
New Potomac Partners, LLC	12	10	0.01%	0.19%	0.85%	Q4 2017	Q3 2023	22
ATLAS CAPITAL ADVISORS LLC	12	10	0.00%	0.01%	0.02%	Q1 2018	Q3 2023	22
Cranberry Lake Advisors LLC	22	22	3.89%	6.13%	9.35%	Q2 2013	Q3 2018	22
PARTNERS CAPITAL INVESTMENT GROUP, LLP	12	10	0.01%	0.18%	0.92%	Q4 2017	Q3 2023	22
Waverly Advisors, LLC	11	2	0.01%	0.10%	0.26%	Q2 2013	Q3 2023	22
Stewardship Financial Advisors, LLC	22	22	2.55%	3.65%	4.44%	Q4 2015	Q1 2021	22
Patriot Financial Group Insurance Agency, LLC	16	6	0.01%	0.15%	0.57%	Q4 2016	Q2 2022	22
MV CAPITAL MANAGEMENT, INC.	20	2	0.01%	1.07%	2.31%	Q4 2014	Q2 2020	22
VICTORY CAPITAL MANAGEMENT INC	17	5	0.00%	0.05%	0.15%	Q4 2014	Q3 2023	22
INVERNESS COUNSEL LLC /NY/	15	7	0.01%	0.11%	1.07%	Q1 2015	Q3 2022	22
Certified Advisory Corp	11	11	0.67%	1.40%	3.79%	Q4 2017	Q3 2023	22
RFG Advisory, LLC	10	3	0.01%	5.93%	28.13%	Q4 2014	Q3 2023	22
Lester Murray Antman dba SimplyRich	14	8	0.46%	1.00%	2.14%	Q4 2017	Q2 2023	22
RAND WEALTH, LLC	22	22	0.37%	0.58%	0.87%	Q2 2013	Q3 2018	22
PFG Advisors	17	5	0.02%	0.22%	0.66%	Q4 2017	Q3 2023	22
RiverGlades Family Offices LLC	14	4	0.23%	0.44%	0.93%	Q4 2017	Q3 2023	22
EFG Asset Management (Americas) Corp.	22	22	0.10%	0.30%	1.02%	Q4 2013	Q1 2019	22
Fieldpoint Private Securities, LLC	22	22	0.19%	0.39%	0.66%	Q1 2017	Q2 2022	22
Ironsides Asset Advisors, LLC	14	8	0.33%	0.63%	0.88%	Q2 2014	Q4 2019	22
Cypress Capital Group	22	22	0.04%	0.08%	0.12%	Q2 2018	Q3 2023	22
KORNITZER CAPITAL MANAGEMENT INC /KS	22	22	0.00%	0.01%	0.01%	Q2 2015	Q3 2020	22
Summit Financial Wealth Advisors, LLC	19	3	0.00%	0.06%	0.10%	Q4 2014	Q2 2022	22
Waldron Private Wealth LLC	22	22	0.08%	0.46%	1.35%	Q2 2018	Q3 2023	22
Icon Wealth Partners, LLC	19	3	0.03%	0.08%	0.17%	Q4 2017	Q3 2023	22
CAPITAL ONE, NATIONAL ASSOCIATION	21	1	0.04%	0.61%	1.96%	Q2 2013	Q4 2019	22
BANQUE PICTET & CIE SA	8	7	0.01%	0.02%	0.05%	Q4 2013	Q3 2023	22
Elo Mutual Pension Insurance Co	22	22	0.08%	0.10%	0.13%	Q1 2018	Q2 2023	22
Belpointe Asset Management LLC	16	6	0.04%	0.16%	0.48%	Q3 2017	Q1 2023	22
Avidian Wealth Solutions, LLC	14	8	0.02%	0.66%	6.58%	Q3 2016	Q3 2023	22
Vision Capital Management, Inc.	22	22	0.14%	2.64%	3.80%	Q1 2015	Q2 2020	22
COZAD ASSET MANAGEMENT INC	22	22	0.06%	0.11%	0.16%	Q2 2018	Q3 2023	22
CORDA Investment Management, LLC.	21	21	0.09%	0.19%	0.29%	Q1 2017	Q1 2022	21
Hirtle Callaghan & Co LLC	10	4	0.00%	0.07%	1.04%	Q4 2016	Q3 2023	21
TRUE Private Wealth Advisors	21	21	0.00%	0.08%	0.20%	Q3 2018	Q3 2023	21
Benchmark Capital Advisors	21	21	0.24%	0.30%	0.35%	Q4 2013	Q4 2018	21
RETIREMENT CAPITAL STRATEGIES	21	21	0.91%	4.03%	9.56%	Q4 2013	Q4 2018	21
Kingsview Wealth Management, LLC	14	6	0.00%	0.17%	0.36%	Q3 2018	Q3 2023	21
Citizens Business Bank	21	21	0.08%	3.37%	4.79%	Q4 2012	Q4 2017	21
Merit Financial Group, LLC	17	4	0.02%	0.04%	0.08%	Q4 2017	Q3 2023	21
Schneider Downs Wealth Management Advisors, LP	8	1	0.05%	0.91%	4.53%	Q4 2015	Q3 2023	21
MONEYWISE, INC.	14	1	0.16%	0.25%	0.32%	Q4 2017	Q3 2023	21
Ally Financial Inc.	7	3	0.50%	2.15%	3.36%	Q4 2016	Q3 2023	21
FIRST COMMONWEALTH FINANCIAL CORP /PA/	21	21	0.21%	0.43%	0.77%	Q3 2018	Q3 2023	21
Wilshire Advisors LLC	21	21	0.49%	2.40%	5.70%	Q1 2016	Q1 2021	21
OGOREK ANTHONY JOSEPH /NY/ /ADV	18	1	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	21
GERMAN AMERICAN BANCORP, INC.	13	8	0.03%	0.46%	1.31%	Q2 2018	Q3 2023	21
S. R. Schill & Associates	21	21	3.08%	6.88%	13.07%	Q4 2014	Q4 2019	21
LEE DANNER & BASS INC	11	10	0.02%	0.09%	0.30%	Q2 2018	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.12%	0.26%	0.33%	Q3 2018	Q3 2023	21
VERITY Wealth Advisors	21	21	1.62%	2.10%	3.66%	Q4 2018	Q4 2023	21
PRIVATE MANAGEMENT GROUP INC	21	21	0.01%	0.03%	0.04%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.14%	0.32%	0.88%	Q3 2018	Q3 2023	21
PROFFITT & GOODSON INC	21	21	0.00%	0.01%	0.04%	Q3 2018	Q3 2023	21
AJ WEALTH STRATEGIES, LLC	16	5	0.02%	0.06%	0.15%	Q4 2016	Q2 2023	21
SUN LIFE FINANCIAL INC	21	21	0.18%	8.94%	17.52%	Q2 2013	Q2 2018	21
USCA RIA LLC	16	5	0.03%	0.05%	0.09%	Q3 2014	Q1 2020	21
MetLife Investment Management, LLC	21	21	0.06%	0.09%	0.13%	Q3 2018	Q3 2023	21
Burleson & Company, LLC	21	21	0.30%	0.55%	0.87%	Q4 2017	Q4 2022	21
INR ADVISORY SERVICES LLC	21	21	0.02%	0.48%	3.10%	Q2 2013	Q2 2018	21
BAKER BOYER NATIONAL BANK	20	1	0.22%	1.01%	1.69%	Q2 2013	Q4 2021	21
Global Trust Asset Management, LLC	13	8	0.00%	0.20%	1.05%	Q4 2017	Q3 2023	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	0.33%	0.90%	2.46%	Q4 2017	Q4 2022	21
Asset Management One Co., Ltd.	17	4	0.00%	0.01%	0.08%	Q4 2016	Q1 2022	21
Archford Capital Strategies, LLC	13	2	0.00%	0.07%	0.30%	Q1 2014	Q1 2020	21
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	21	21	0.06%	0.17%	0.28%	Q3 2018	Q3 2023	21
Taylor Hoffman Wealth Management	11	1	0.01%	0.14%	1.06%	Q4 2017	Q3 2023	21
Unison Advisors LLC	12	9	0.08%	0.19%	0.35%	Q4 2017	Q3 2023	21
Aevitas Wealth Management, Inc.	21	21	0.31%	0.43%	0.62%	Q4 2017	Q4 2022	21
Csenge Advisory Group	19	2	0.02%	0.10%	0.36%	Q2 2018	Q3 2023	21
Mirae Asset Global Investments Co., Ltd.	7	1	0.01%	0.15%	1.56%	Q2 2009	Q1 2023	21
Empirical Finance, LLC	14	7	0.08%	0.74%	1.74%	Q4 2016	Q2 2022	21
Pinnacle Bancorp, Inc.	20	1	0.40%	0.95%	1.68%	Q1 2017	Q3 2023	21
Ironwood Financial, llc	21	21	0.00%	0.04%	0.12%	Q3 2018	Q3 2023	21
SCHRODER INVESTMENT MANAGEMENT GROUP	10	1	0.00%	0.12%	0.61%	Q2 2013	Q3 2023	20
Brio Consultants, LLC	20	20	0.17%	0.64%	1.10%	Q4 2018	Q3 2023	20
BREMER TRUST NATIONAL ASSOCIATION	20	20	0.08%	0.27%	0.43%	Q1 2014	Q4 2018	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.03%	0.16%	0.88%	Q4 2014	Q3 2019	20
CX Institutional	14	2	0.01%	0.05%	0.19%	Q2 2018	Q3 2023	20
Global Endowment Management, LP	14	6	0.28%	1.36%	3.64%	Q3 2017	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.19%	2.34%	4.65%	Q1 2016	Q4 2020	20
Sepio Capital, LP	20	20	0.17%	0.44%	1.19%	Q4 2018	Q3 2023	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.02%	2.13%	2.80%	Q4 2018	Q3 2023	20
VAN ECK ASSOCIATES CORP	17	1	0.00%	0.01%	0.03%	Q2 2018	Q3 2023	20
Elwood & Goetz Wealth Advisory Group, LLC	20	20	0.52%	2.31%	2.89%	Q4 2018	Q3 2023	20
Next Capital Management LLC	20	20	0.48%	0.84%	1.12%	Q4 2018	Q3 2023	20
Wambolt & Associates, LLC	20	20	0.12%	0.49%	0.84%	Q4 2018	Q3 2023	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.01%	0.03%	0.05%	Q2 2013	Q1 2018	20
Dougherty Wealth Advisers LLC	20	20	1.38%	2.30%	3.28%	Q4 2018	Q3 2023	20
Archer Investment Corp	20	20	0.05%	0.11%	0.23%	Q4 2018	Q3 2023	20
PEAK6 Investments LLC	7	7	0.00%	0.02%	0.06%	Q1 2022	Q3 2023	20
DFPG INVESTMENTS, LLC	20	20	0.04%	0.19%	0.65%	Q4 2018	Q3 2023	20
Camarda Financial Advisors, LLC	11	1	0.00%	0.87%	3.32%	Q2 2013	Q1 2019	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.03%	0.06%	0.12%	Q4 2017	Q4 2022	20
DOWLING & YAHNKE LLC	20	20	0.16%	0.21%	0.31%	Q4 2017	Q3 2022	20
Full Sail Capital, LLC	20	20	0.24%	0.38%	0.51%	Q4 2018	Q3 2023	20
Black Diamond Financial, LLC	20	20	0.68%	1.10%	1.38%	Q4 2018	Q3 2023	20
Cresset Asset Management, LLC	20	20	0.01%	0.03%	0.06%	Q4 2018	Q3 2023	20
Hardy Reed LLC	20	20	0.99%	2.35%	4.10%	Q4 2018	Q3 2023	20
Total Wealth Planning, LLC	20	20	1.11%	1.54%	2.32%	Q4 2018	Q3 2023	20
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	17	1	0.00%	0.40%	1.48%	Q1 2014	Q2 2021	20
EP Wealth Advisors, LLC	18	2	0.00%	0.15%	0.62%	Q3 2013	Q3 2023	20
Wealthfront Advisers LLC	20	20	2.43%	2.85%	3.38%	Q4 2018	Q3 2023	20
Claro Advisors LLC	20	20	0.12%	0.42%	0.84%	Q4 2018	Q3 2023	20
Rafferty Asset Management, LLC	20	20	0.01%	1.59%	6.26%	Q2 2013	Q1 2018	20
Magnus Financial Group LLC	20	20	0.06%	0.20%	0.72%	Q4 2018	Q3 2023	20
Endurance Wealth Management, Inc.	12	8	0.00%	0.00%	0.01%	Q2 2015	Q2 2023	20
GARLAND CAPITAL MANAGEMENT INC	20	20	0.06%	0.11%	0.17%	Q4 2018	Q3 2023	20
Ellis Investment Partners, LLC	20	20	0.23%	0.31%	0.39%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	0.23%	0.50%	0.97%	Q4 2018	Q3 2023	20
YHB Investment Advisors, Inc.	11	1	0.02%	0.25%	0.45%	Q2 2013	Q3 2023	20
Psagot Value Holdings Ltd.	15	5	0.00%	0.01%	0.05%	Q2 2013	Q2 2018	20
OXFORD FINANCIAL GROUP, LTD. LLC	20	20	0.11%	0.45%	1.32%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.27%	0.38%	0.55%	Q4 2018	Q3 2023	20
VICUS CAPITAL	20	20	0.05%	0.18%	0.26%	Q4 2013	Q3 2018	20
JFG Wealth Management, LLC	20	20	0.58%	1.89%	2.67%	Q4 2018	Q3 2023	20
Jackson Hole Capital Partners, LLC	20	20	0.02%	0.09%	0.36%	Q4 2018	Q3 2023	20
Pettinga Financial Advisors LLC	20	20	0.63%	1.47%	2.54%	Q4 2018	Q3 2023	20
NewSquare Capital LLC	12	4	0.00%	0.07%	0.24%	Q2 2013	Q4 2022	20
GARRISON POINT ADVISORS, LLC	20	20	0.25%	0.32%	0.39%	Q4 2018	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.28%	0.45%	0.59%	Q4 2018	Q3 2023	20
Quadrant Private Wealth Management, LLC	16	4	0.09%	0.21%	0.34%	Q1 2018	Q3 2023	20
Hillcrest Wealth Advisors - NY, LLC	20	20	0.25%	0.44%	0.88%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.03%	0.07%	0.21%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.00%	0.03%	0.05%	Q4 2013	Q3 2018	20
Cedar Brook Financial Partners, LLC	20	20	0.35%	0.49%	0.76%	Q4 2018	Q3 2023	20
Capstone Financial Advisors, Inc.	20	20	0.10%	0.26%	0.57%	Q4 2013	Q3 2018	20
COMMUNITY TRUST & INVESTMENT CO	19	1	0.03%	1.46%	1.88%	Q2 2018	Q3 2023	20
Blue Edge Capital, LLC	10	4	0.32%	0.89%	1.60%	Q3 2015	Q3 2022	20
Aspire Private Capital, LLC	20	20	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	20
Tidal Investments LLC	20	20	0.03%	0.33%	2.76%	Q4 2018	Q3 2023	20
Human Investing LLC	20	20	0.31%	1.58%	3.78%	Q4 2018	Q3 2023	20
BANK OF HAWAII	20	20	0.03%	0.18%	0.40%	Q2 2013	Q1 2018	20
Guidance Point Advisors, LLC	20	20	0.16%	0.26%	0.32%	Q4 2018	Q3 2023	20
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	20	20	0.02%	0.02%	0.04%	Q1 2013	Q4 2017	20
American Financial Advisors, LLC	20	20	0.13%	0.32%	3.00%	Q4 2018	Q3 2023	20
Omega Financial Group, LLC	20	20	2.82%	3.68%	4.86%	Q4 2018	Q3 2023	20
CUTLER INVESTMENT COUNSEL LLC	11	1	0.04%	0.48%	1.98%	Q2 2013	Q3 2023	20
Fiduciary Trust Co International of Pennsylvania	14	2	0.03%	0.14%	0.49%	Q2 2013	Q1 2020	20
KG&L Capital Management,LLC	20	20	0.25%	0.30%	0.36%	Q4 2018	Q3 2023	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.34%	1.03%	1.52%	Q4 2018	Q3 2023	20
KMG FIDUCIARY PARTNERS, LLC	20	20	0.17%	1.12%	3.37%	Q4 2018	Q3 2023	20
Slow Capital, Inc.	18	2	0.00%	0.27%	0.45%	Q4 2017	Q3 2023	20
Riverview Trust Co	20	20	2.61%	3.49%	4.82%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	2.88%	6.08%	10.31%	Q4 2016	Q3 2021	20
Cable Hill Partners, LLC	19	1	0.01%	0.09%	0.60%	Q4 2014	Q4 2019	20
SigFig Wealth Management, LLC	10	5	0.01%	0.28%	1.01%	Q4 2016	Q2 2023	20
Disciplina Capital Management LLC	20	20	1.17%	5.40%	11.84%	Q4 2018	Q3 2023	20
PRIVATE CAPITAL MANAGEMENT LLC	20	20	0.06%	0.23%	0.43%	Q4 2018	Q3 2023	20
FinTrust Capital Advisors, LLC	20	20	0.01%	0.05%	0.16%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.17%	0.30%	0.51%	Q4 2017	Q3 2022	20
BREWIN DOLPHIN LTD	20	20	0.01%	0.01%	0.04%	Q3 2017	Q2 2022	20
TD Ameritrade Trust Co	12	3	0.00%	0.80%	2.23%	Q2 2013	Q1 2019	20
Beirne Wealth Consulting Services, LLC	20	20	0.30%	1.06%	2.89%	Q4 2018	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.11%	0.24%	0.52%	Q4 2015	Q3 2020	20
Invst, LLC	20	20	0.07%	2.22%	3.70%	Q4 2018	Q3 2023	20
Eukles Asset Management	20	20	0.02%	0.12%	0.35%	Q4 2018	Q3 2023	20
Opus Capital Group, LLC	10	10	0.02%	0.11%	0.29%	Q1 2014	Q3 2023	20
Apriem Advisors	19	1	0.00%	0.16%	1.00%	Q2 2013	Q2 2018	20
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	20
Financial Engines Advisors L.L.C.	20	20	0.70%	1.39%	2.65%	Q4 2018	Q3 2023	20
Clark Capital Management Group, Inc.	13	1	0.01%	0.07%	0.33%	Q2 2013	Q4 2021	20
One Day In July LLC	20	20	4.34%	7.92%	12.32%	Q4 2018	Q3 2023	20
COOPER/HAIMS ADVISORS, LLC	12	1	0.12%	0.19%	0.23%	Q4 2017	Q3 2023	20
UNITED SERVICES AUTOMOBILE ASSOCIATION	20	20	0.01%	0.18%	0.35%	Q3 2014	Q2 2019	20
BANK OF NOVA SCOTIA	8	1	0.00%	0.05%	0.22%	Q1 2013	Q2 2023	20
MARINO, STRAM & ASSOCIATES LLC	14	6	0.02%	0.11%	0.27%	Q4 2017	Q3 2023	20
Financial Gravity Asset Management, Inc.	12	3	0.00%	1.31%	4.31%	Q1 2018	Q3 2023	20
Foundations Investment Advisors, LLC	20	20	0.01%	0.44%	7.51%	Q4 2018	Q3 2023	20
Elm Partners Management LLC	20	20	0.39%	2.91%	4.79%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.10%	0.68%	2.91%	Q4 2018	Q3 2023	20
Old Port Advisors	18	1	0.08%	0.35%	0.56%	Q2 2018	Q3 2023	20
Ellevest, Inc.	20	20	0.58%	0.82%	1.06%	Q4 2018	Q3 2023	20
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	20	20	0.29%	2.09%	4.73%	Q3 2014	Q2 2019	20
Hurlow Wealth Management Group, Inc.	20	20	4.24%	5.07%	6.04%	Q4 2018	Q3 2023	20
Quantitative Investment Management, LLC	4	1	0.09%	0.71%	1.94%	Q3 2013	Q2 2023	19
Essex Savings Bank	19	19	0.14%	0.28%	0.51%	Q4 2018	Q2 2023	19
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	13	6	0.03%	0.81%	1.94%	Q2 2013	Q3 2023	19
WOLVERINE ASSET MANAGEMENT LLC	9	5	0.00%	0.10%	0.28%	Q1 2014	Q2 2019	19
TimeScale Financial, Inc.	19	19	0.00%	0.13%	0.76%	Q4 2018	Q2 2023	19
Intelligence Driven Advisers, LLC	11	8	0.07%	0.29%	1.14%	Q4 2018	Q3 2023	19
Bell Rock Capital LLC	13	2	0.10%	0.19%	0.31%	Q4 2016	Q3 2022	19
RDA Financial Network	19	19	0.11%	0.21%	0.35%	Q1 2019	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	0.07%	0.14%	0.27%	Q1 2019	Q3 2023	19
Pinnacle Advisory Group, Inc.	18	1	0.02%	0.06%	0.08%	Q2 2016	Q1 2021	19
EXENCIAL WEALTH ADVISORS, LLC	10	1	0.03%	0.08%	0.35%	Q1 2013	Q3 2023	19
Selway Asset Management	10	1	0.08%	0.19%	0.42%	Q2 2013	Q3 2022	19
TSFG, LLC	19	19	0.06%	0.12%	0.25%	Q1 2019	Q3 2023	19
Investors Research Corp	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
SII INVESTMENTS INC/WI	19	19	0.12%	0.32%	0.56%	Q2 2013	Q4 2017	19
Intellectus Partners, LLC	12	1	0.02%	0.15%	0.27%	Q2 2017	Q3 2023	19
BOENNING & SCATTERGOOD, INC.	19	19	0.11%	0.31%	0.70%	Q2 2018	Q4 2022	19
COMERICA SECURITIES,INC.	19	19	0.13%	0.24%	0.49%	Q1 2019	Q3 2023	19
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	14	1	0.01%	1.12%	5.99%	Q2 2013	Q1 2022	19
Zions Bancorporation, N.A.	19	19	0.00%	0.05%	0.29%	Q1 2019	Q3 2023	19
Gs Investments, Inc.	9	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	19
Freestone Capital Holdings, LLC	17	1	0.00%	0.12%	0.54%	Q4 2017	Q3 2023	19
Fisher Asset Management, LLC	13	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2023	19
FIFTH THIRD SECURITIES, INC.	9	1	0.07%	1.33%	4.94%	Q1 2016	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.02%	0.13%	0.46%	Q1 2019	Q3 2023	19
Sageworth Trust Co	9	1	0.00%	1.33%	6.43%	Q1 2017	Q1 2023	19
WEALTHFRONT Corp	19	19	2.45%	2.81%	3.22%	Q1 2014	Q3 2018	19
MOSELEY INVESTMENT MANAGEMENT INC	19	19	0.15%	0.23%	0.39%	Q1 2019	Q3 2023	19
Numeric Investors LLC	19	19	0.00%	0.00%	0.00%	Q2 2013	Q4 2017	19
V Wealth Advisors LLC	6	1	0.04%	0.22%	0.87%	Q1 2016	Q2 2023	19
Vanderbilt University	19	19	47.36%	54.26%	68.46%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	1.26%	1.57%	1.79%	Q1 2019	Q3 2023	19
Western Wealth Management, LLC	11	8	0.05%	0.14%	0.45%	Q4 2018	Q3 2023	19
Wealthspire Advisors, LLC	18	1	0.00%	0.47%	1.03%	Q4 2018	Q3 2023	19
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	15	1	0.00%	0.02%	0.03%	Q2 2013	Q1 2023	19
BANK HAPOALIM BM	7	6	0.01%	0.36%	0.88%	Q4 2013	Q4 2021	19
Barry Investment Advisors, LLC	15	4	0.07%	0.12%	0.18%	Q4 2018	Q3 2023	19
Jaffetilchin Investment Partners, LLC	19	19	0.05%	0.20%	0.56%	Q1 2019	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.05%	0.55%	7.56%	Q4 2018	Q3 2023	19
Schoolcraft Capital LLC	19	19	3.72%	5.00%	6.19%	Q1 2019	Q3 2023	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.02%	0.05%	0.07%	Q3 2018	Q3 2023	19
First National Bank of South Miami	19	19	0.30%	1.44%	2.11%	Q4 2018	Q2 2023	19
Enterprise Bank & Trust Co	19	19	0.58%	3.52%	5.58%	Q1 2019	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.36%	0.55%	0.69%	Q2 2013	Q4 2017	19
Private Capital Group, LLC	19	19	0.30%	0.92%	1.19%	Q4 2017	Q2 2022	19
C-J Advisory, Inc.	18	18	0.38%	1.85%	3.40%	Q3 2016	Q4 2020	18
Harel Insurance Investments & Financial Services Ltd.	17	1	0.00%	0.02%	0.10%	Q1 2016	Q4 2020	18
RELIANCE TRUST CO OF DELAWARE	11	7	0.04%	0.19%	0.32%	Q2 2013	Q1 2019	18
B. Riley Wealth Management, Inc.	8	4	0.01%	0.57%	1.52%	Q1 2014	Q2 2022	18
THOMPSON SIEGEL & WALMSLEY LLC	16	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	18
Cascade Investment Advisors, Inc.	16	1	0.03%	0.05%	0.07%	Q4 2016	Q1 2023	18
NatWest Group plc	14	1	0.01%	0.30%	0.55%	Q1 2014	Q1 2021	18
Clearwater Capital Advisors, LLC	18	18	0.04%	0.41%	1.17%	Q2 2016	Q3 2020	18
Commonwealth Equity Services, Inc	18	18	0.41%	0.63%	0.82%	Q2 2013	Q3 2017	18
Financial Insights, Inc.	18	18	1.97%	3.49%	4.36%	Q4 2018	Q1 2023	18
Van Hulzen Asset Management, LLC	6	3	0.04%	0.07%	0.14%	Q4 2015	Q2 2022	18
UBS AG	6	6	0.00%	0.04%	0.15%	Q2 2013	Q3 2014	18
Independence Advisors, LLC	18	18	0.19%	0.30%	0.38%	Q2 2016	Q3 2020	18
PATTON ALBERTSON MILLER GROUP, LLC	18	18	0.04%	0.11%	0.14%	Q2 2019	Q3 2023	18
DAVIDSON & GARRARD INC	18	18	0.50%	0.77%	0.99%	Q2 2013	Q3 2017	18
FAS Wealth Partners, Inc.	16	2	0.03%	2.90%	30.49%	Q4 2013	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.11%	0.22%	Q2 2019	Q3 2023	18
JAMES INVESTMENT RESEARCH INC	18	18	0.00%	0.00%	0.00%	Q4 2018	Q1 2023	18
UNITED BANK, INC.	18	18	0.15%	0.26%	0.34%	Q2 2013	Q3 2017	18
ROCKEFELLER FINANCIAL SERVICES INC	18	18	0.00%	0.00%	0.00%	Q2 2013	Q3 2017	18
Biltmore Family Office, LLC	18	18	0.01%	0.34%	1.48%	Q2 2019	Q3 2023	18
Fiera Capital Corp	9	3	0.00%	0.01%	0.02%	Q2 2015	Q4 2020	18
AMERICAN FINANCIAL GROUP INC	18	18	0.02%	0.03%	0.05%	Q2 2013	Q3 2017	18
D. SCOTT NEAL, INC.	18	18	0.05%	8.26%	10.95%	Q1 2014	Q2 2018	18
Laurel Wealth Advisors LLC	13	5	0.00%	0.05%	0.19%	Q4 2018	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.91%	1.19%	1.53%	Q2 2013	Q3 2017	18
Verdence Capital Advisors LLC	18	18	0.10%	0.31%	0.40%	Q2 2019	Q3 2023	18
NATIONAL PLANNING CORP	18	18	0.24%	0.41%	0.60%	Q2 2013	Q3 2017	18
Balentine LLC	8	1	0.00%	0.06%	0.18%	Q2 2015	Q1 2023	18
Brouwer & Janachowski, LLC	18	18	0.05%	9.48%	14.74%	Q4 2013	Q1 2018	18
Savant Capital, LLC	18	18	0.04%	0.12%	0.30%	Q2 2019	Q3 2023	18
Tower View Wealth Management LLC	10	8	0.01%	0.12%	0.25%	Q1 2018	Q3 2023	18
Liberty Capital Management, Inc.	12	1	0.08%	0.69%	0.96%	Q3 2017	Q3 2023	18
NIPPON LIFE INSURANCE CO	18	18	0.40%	0.53%	0.68%	Q2 2013	Q3 2017	18
Sargent Investment Group, LLC	15	1	0.05%	0.16%	0.38%	Q4 2018	Q3 2023	18
Parkside Advisors LLC	18	18	0.46%	2.39%	3.24%	Q3 2019	Q4 2023	18
NextCapital Advisers, Inc.	18	18	1.37%	1.71%	2.85%	Q1 2018	Q2 2022	18
HARVEST CAPITAL MANAGEMENT INC	18	18	0.26%	4.42%	5.72%	Q3 2013	Q4 2017	18
B & T Capital Management DBA Alpha Capital Management	10	7	0.20%	1.81%	3.34%	Q3 2013	Q3 2023	17
Baldrige Asset Management LLC	17	17	2.23%	2.93%	4.39%	Q1 2019	Q1 2023	17
Aptus Capital Advisors, LLC	17	17	0.00%	0.01%	0.02%	Q3 2019	Q3 2023	17
LGL PARTNERS, LLC	17	17	0.32%	0.86%	1.75%	Q4 2015	Q4 2019	17
Formidable Asset Management, LLC	11	3	0.00%	0.08%	0.37%	Q3 2013	Q4 2019	17
Rain Capital Management, LLC	17	17	0.01%	0.03%	0.04%	Q3 2019	Q3 2023	17
Meristem Family Wealth, LLC	17	17	0.09%	0.12%	0.15%	Q1 2018	Q1 2022	17
FARMERS TRUST CO	9	4	0.05%	0.30%	1.02%	Q4 2017	Q3 2023	17
McKinley Carter Wealth Services, Inc.	12	1	0.04%	0.23%	0.54%	Q1 2018	Q3 2023	17
WFG Advisors, LP	17	17	0.03%	0.32%	0.78%	Q2 2013	Q2 2017	17
Heritage Wealth Advisors	17	17	0.03%	0.05%	0.09%	Q3 2019	Q3 2023	17
Motley Fool Wealth Management, LLC	12	1	0.01%	0.02%	0.05%	Q1 2015	Q3 2023	17
TAP Consulting, LLC	12	1	0.19%	1.58%	5.83%	Q1 2019	Q3 2023	17
PARK AVENUE SECURITIES LLC	14	1	0.02%	0.03%	0.05%	Q1 2019	Q3 2023	17
Newfound Research LLC	14	3	0.00%	1.22%	5.07%	Q1 2016	Q2 2020	17
Physician Wealth Advisors, Inc.	17	17	0.59%	0.68%	0.82%	Q3 2019	Q3 2023	17
CMH Wealth Management LLC	13	4	1.01%	1.62%	2.72%	Q4 2016	Q3 2023	17
Avion Wealth	17	17	1.18%	2.73%	4.69%	Q3 2019	Q3 2023	17
TOCQUEVILLE ASSET MANAGEMENT L.P.	11	1	0.00%	0.02%	0.08%	Q2 2014	Q3 2023	17
Concorde Asset Management, LLC	6	2	0.12%	0.41%	0.76%	Q4 2014	Q1 2020	17
SECURITY NATIONAL BANK OF SO DAK	8	1	0.22%	0.33%	0.44%	Q1 2016	Q3 2023	17
Global Wealth Management Investment Advisory, Inc.	15	2	0.00%	0.01%	0.03%	Q4 2018	Q3 2023	17
COHEN & STEERS, INC.	17	17	0.00%	0.01%	0.05%	Q3 2019	Q3 2023	17
MD Financial Management Inc.	17	17	2.72%	3.91%	6.61%	Q4 2017	Q4 2021	17
Elliott Investment Management L.P.	15	15	0.30%	2.27%	6.84%	Q1 2020	Q3 2023	17
Friedenthal Financial	10	1	0.24%	2.64%	6.27%	Q4 2013	Q4 2021	17
Almanack Investment Partners, LLC.	8	4	0.07%	0.18%	0.36%	Q4 2016	Q3 2023	17
Twele Capital Management, Inc.	15	2	0.06%	0.18%	0.43%	Q3 2016	Q1 2023	17
Nuveen Asset Management, LLC	9	2	0.00%	0.03%	0.16%	Q4 2013	Q3 2020	17
Kendall Capital Management	12	1	0.10%	0.16%	0.34%	Q2 2018	Q3 2023	17
HRT FINANCIAL LP	3	1	0.05%	2.21%	16.42%	Q4 2014	Q3 2023	17
NORTHSTAR ASSET MANAGEMENT Co LLC	17	17	0.28%	0.44%	0.60%	Q2 2013	Q2 2017	17
FINANCIAL COUNSELORS INC	13	1	0.10%	0.42%	0.83%	Q2 2013	Q3 2023	17
Solstein Capital, LLC	8	2	0.00%	1.72%	7.24%	Q3 2018	Q3 2023	17
FIRST QUADRANT LLC/CA	11	6	0.19%	5.15%	16.97%	Q2 2017	Q1 2022	17
Fusion Family Wealth LLC	17	17	0.00%	0.01%	0.05%	Q1 2017	Q1 2021	17
iAB Financial Bank	17	17	1.02%	1.34%	1.76%	Q2 2013	Q2 2017	17
Sarasin & Partners LLP	8	3	0.07%	0.09%	0.12%	Q4 2013	Q1 2020	17
Squarepoint Ops LLC	4	1	0.01%	0.19%	0.68%	Q3 2016	Q2 2023	17
PERRITT CAPITAL MANAGEMENT INC	13	4	0.04%	0.14%	0.25%	Q2 2019	Q3 2023	17
Pacifica Partners Inc.	17	17	0.03%	0.04%	0.06%	Q4 2019	Q4 2023	17
Evensky & Katz LLC	17	17	1.12%	3.92%	5.16%	Q1 2016	Q1 2020	17
Sumitomo Mitsui DS Asset Management Company, Ltd	7	1	0.00%	0.03%	0.10%	Q2 2016	Q3 2023	17
Somerset Trust Co	17	17	0.02%	0.48%	1.51%	Q1 2015	Q1 2019	17
Bison Wealth, LLC	12	1	0.01%	0.10%	0.18%	Q1 2015	Q2 2022	17
BALLAST ADVISORS LLC	16	16	0.01%	0.04%	0.06%	Q4 2019	Q3 2023	16
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	16	16	0.08%	0.29%	0.59%	Q4 2019	Q3 2023	16
UNIVERSITY OF NOTRE DAME DU LAC	16	16	0.20%	0.58%	1.22%	Q4 2014	Q3 2018	16
TANDEM CAPITAL MANAGEMENT CORP /ADV	16	16	0.22%	0.28%	0.33%	Q4 2019	Q3 2023	16
BOYS ARNOLD & CO INC	16	16	0.09%	0.10%	0.13%	Q2 2016	Q1 2020	16
TIAA CREF TRUST CO FSB/MO	16	16	0.75%	0.89%	1.07%	Q2 2013	Q1 2017	16
STALEY CAPITAL ADVISERS INC	16	16	0.02%	0.03%	0.03%	Q2 2014	Q1 2018	16
DAVIDSON TRUST CO	16	16	0.18%	0.25%	0.30%	Q4 2019	Q3 2023	16
NOMURA HOLDINGS INC	8	1	0.00%	0.08%	0.68%	Q4 2012	Q4 2018	16
Mount Lucas Management LP	7	3	0.06%	0.53%	0.88%	Q2 2017	Q1 2022	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.00%	0.04%	0.11%	Q4 2019	Q3 2023	16
SEI INVESTMENTS CO	15	1	0.00%	0.00%	0.02%	Q4 2014	Q1 2019	16
MATRIX PRIVATE CAPITAL GROUP LLC	16	16	0.63%	0.92%	1.07%	Q4 2019	Q3 2023	16
Centered Wealth LLC dba Miller Equity Capital Advisors	16	16	0.41%	0.85%	1.35%	Q4 2019	Q3 2023	16
Exchange Capital Management, Inc.	13	1	0.00%	0.56%	0.96%	Q2 2013	Q1 2020	16
Equitable Holdings, Inc.	16	16	0.04%	0.10%	0.29%	Q4 2019	Q3 2023	16
Cordant, Inc.	16	16	4.31%	4.90%	5.92%	Q4 2019	Q3 2023	16
Advisors Capital Management, LLC	13	3	0.01%	0.01%	0.02%	Q2 2019	Q3 2023	16
IAG Wealth Partners, LLC	16	16	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	16
Hartford Financial Management Inc.	16	16	0.02%	0.68%	1.24%	Q1 2015	Q4 2018	16
BLUESTEM FINANCIAL ADVISORS, LLC	16	16	5.90%	6.60%	7.39%	Q4 2019	Q3 2023	16
Disciplined Investments, LLC	16	16	2.36%	3.39%	4.68%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.53%	1.67%	2.34%	Q4 2019	Q3 2023	16
Adaptive Financial Consulting, LLC	16	16	5.07%	5.91%	7.28%	Q4 2019	Q3 2023	16
Kerntke Otto McGlone Wealth Management Group	16	16	0.54%	1.88%	4.20%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.02%	0.02%	0.04%	Q4 2019	Q3 2023	16
DIVIDEND ASSETS CAPITAL, LLC	16	16	0.00%	0.01%	0.04%	Q2 2019	Q1 2023	16
PACIFIC CAPITAL WEALTH ADVISORS, INC	16	16	2.98%	4.20%	5.46%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	0.13%	0.25%	0.42%	Q4 2019	Q3 2023	16
Sharkey, Howes & Javer	15	1	0.01%	0.07%	0.17%	Q1 2015	Q2 2019	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.08%	0.14%	0.20%	Q4 2019	Q3 2023	16
Visionary Wealth Advisors	16	16	0.04%	0.12%	0.23%	Q4 2019	Q3 2023	16
HBC Financial Services, PLLC	16	16	0.02%	0.12%	0.18%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	0.13%	0.18%	0.22%	Q4 2019	Q3 2023	16
Orion Portfolio Solutions, LLC	16	16	0.02%	0.07%	0.12%	Q4 2019	Q3 2023	16
1st Global Advisors, Inc.	16	16	0.07%	1.99%	3.17%	Q3 2013	Q2 2017	16
Soltis Investment Advisors LLC	16	16	0.11%	0.57%	1.67%	Q4 2019	Q3 2023	16
Strategic Wealth Investment Group, LLC	16	16	0.72%	1.20%	3.18%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	0.19%	0.25%	0.30%	Q4 2019	Q3 2023	16
Marotta Asset Management	13	3	1.15%	1.43%	1.84%	Q4 2019	Q4 2023	16
KINGS POINT CAPITAL MANAGEMENT	11	1	0.00%	0.01%	0.04%	Q4 2014	Q1 2022	16
CVA Family Office, LLC	16	16	0.15%	0.38%	0.82%	Q4 2019	Q3 2023	16
Key FInancial Inc	16	16	0.20%	0.40%	0.86%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.03%	0.06%	0.12%	Q4 2019	Q3 2023	16
Mission Creek Capital Partners, Inc.	16	16	0.06%	0.12%	0.18%	Q4 2019	Q3 2023	16
Perennial Investment Advisors, LLC	16	16	0.04%	0.18%	0.40%	Q4 2019	Q3 2023	16
Bank of Marin	16	16	0.23%	0.72%	1.72%	Q4 2019	Q3 2023	16
LPWM LLC	16	16	1.63%	2.22%	3.11%	Q4 2019	Q3 2023	16
SPRENG CAPITAL MANAGEMENT, INC.	16	16	0.21%	0.35%	0.49%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.31%	0.43%	0.59%	Q4 2019	Q3 2023	16
Adero Partners, LLC	16	16	0.24%	2.63%	11.90%	Q4 2019	Q3 2023	16
Beacon Financial Advisory LLC	16	16	0.17%	0.68%	1.74%	Q4 2019	Q3 2023	16
SkyOak Wealth, LLC	16	16	0.09%	0.19%	0.40%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	3.14%	4.06%	4.89%	Q4 2019	Q3 2023	16
Comprehensive Financial Management LLC	16	16	0.19%	0.79%	1.45%	Q4 2019	Q3 2023	16
Cedar Mountain Advisors, LLC	16	16	0.09%	0.94%	2.53%	Q4 2019	Q3 2023	16
Wealth Alliance	16	16	0.68%	1.44%	4.04%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.08%	0.27%	0.82%	Q3 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.04%	0.08%	0.16%	Q4 2019	Q3 2023	16
Marcum Wealth, LLC	16	16	0.18%	0.26%	0.43%	Q4 2019	Q3 2023	16
Realta Investment Advisors	12	4	0.04%	0.08%	0.12%	Q1 2019	Q3 2023	16
Concert Wealth Management Inc.	16	16	0.09%	0.22%	0.40%	Q2 2013	Q1 2017	16
Cypress Wealth Advisors LLC	16	16	0.32%	1.60%	3.32%	Q2 2015	Q1 2019	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	9	1	0.02%	0.23%	1.12%	Q4 2018	Q3 2023	16
Granite Investment Advisors, LLC	16	16	0.08%	0.12%	0.24%	Q4 2017	Q3 2021	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.77%	1.00%	1.20%	Q4 2019	Q3 2023	16
Diversified Trust Co	10	1	0.01%	0.04%	0.09%	Q1 2015	Q4 2023	16
WMS Partners, LLC	7	1	0.02%	0.06%	0.13%	Q2 2013	Q3 2023	16
Verus Financial Partners, Inc.	16	16	0.04%	0.09%	0.16%	Q4 2019	Q3 2023	16
HAP Trading, LLC	5	1	0.00%	0.08%	0.64%	Q3 2015	Q2 2023	16
Kore Private Wealth LLC	16	16	0.05%	0.17%	0.54%	Q4 2018	Q3 2022	16
American Research & Management Co.	9	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	16
Selective Wealth Management, Inc.	14	1	0.04%	0.11%	0.21%	Q3 2018	Q2 2023	16
Hanlon Investment Management, Inc.	6	5	0.00%	0.73%	1.68%	Q3 2014	Q1 2020	16
Vectors Research Management, LLC	16	16	0.00%	0.02%	0.04%	Q3 2018	Q2 2022	16
ETRADE Capital Management LLC	16	16	0.06%	0.11%	0.18%	Q4 2016	Q3 2020	16
ISLAY CAPITAL MANAGEMENT, LLC	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
LFA - Lugano Financial Advisors SA	11	5	0.13%	1.38%	8.27%	Q2 2018	Q2 2022	16
Aries Wealth Management	10	6	0.09%	0.51%	3.41%	Q4 2017	Q1 2023	16
Samalin Investment Counsel, LLC	16	16	0.24%	0.36%	0.47%	Q4 2019	Q3 2023	16
Claraphi Advisory Network, LLC	8	1	0.00%	0.23%	0.47%	Q4 2017	Q4 2022	16
BEACON TRUST CO	16	16	0.25%	0.84%	1.73%	Q2 2013	Q1 2017	16
CenterStar Asset Management, LLC	3	1	0.00%	0.14%	0.56%	Q4 2017	Q3 2021	16
Cerity Partners LLC	16	16	0.09%	0.31%	0.55%	Q4 2019	Q3 2023	16
Sterling Investment Advisors, Ltd.	16	16	0.01%	0.06%	0.26%	Q4 2016	Q3 2020	16
TFO Wealth Partners, LLC	16	16	0.68%	1.13%	3.57%	Q4 2019	Q3 2023	16
Winch Advisory Services, LLC	11	1	0.01%	0.06%	0.74%	Q1 2014	Q3 2020	16
GM Advisory Group, LLC	16	16	0.54%	1.68%	3.21%	Q1 2016	Q4 2019	16
E&G Advisors, LP	16	16	0.08%	0.13%	0.18%	Q4 2019	Q3 2023	16
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	13	3	0.08%	0.13%	0.22%	Q4 2013	Q4 2017	16
Stonebridge Capital Advisors LLC	11	5	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	16
Abacus Planning Group, Inc.	14	2	0.08%	0.22%	0.41%	Q2 2019	Q3 2023	16
FC Advisory LLC	16	16	0.16%	2.59%	3.94%	Q1 2020	Q4 2023	16
PERSONAL CFO SOLUTIONS, LLC	16	16	0.06%	0.16%	0.37%	Q3 2019	Q2 2023	16
SevenBridge Financial Group, LLC	13	3	0.01%	0.07%	0.16%	Q2 2016	Q2 2023	16
Capital Planning Advisors, LLC	14	2	0.05%	0.12%	0.23%	Q1 2019	Q1 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	16
FORT PITT CAPITAL GROUP, LLC	10	6	0.01%	0.02%	0.05%	Q4 2016	Q2 2022	16
Pointe Capital Management LLC	15	1	0.01%	0.71%	4.50%	Q4 2016	Q1 2023	16
Integrated Advisors Network LLC	16	16	0.06%	0.16%	0.22%	Q4 2019	Q3 2023	16
BlackRock Institutional Trust Company, N.A.	15	15	0.00%	0.01%	0.02%	Q2 2013	Q4 2016	15
Monterey Private Wealth, Inc.	15	15	1.21%	1.61%	1.89%	Q1 2020	Q3 2023	15
Rosenberg Matthew Hamilton	15	15	0.06%	0.18%	0.39%	Q1 2020	Q3 2023	15
Veracity Capital LLC	15	15	0.05%	0.58%	7.03%	Q4 2019	Q2 2023	15
Strategic Financial Services, Inc,	8	7	1.09%	2.28%	2.57%	Q2 2013	Q1 2017	15
Segment Wealth Management, LLC	15	15	0.04%	0.06%	0.08%	Q2 2017	Q4 2020	15
IEQ CAPITAL, LLC	11	4	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	15
RMR Wealth Builders	14	1	0.03%	0.14%	0.23%	Q4 2019	Q3 2023	15
Weaver Consulting Group	15	15	0.09%	0.14%	0.17%	Q1 2019	Q3 2022	15
IFG Advisors, LLC	15	15	0.16%	0.36%	0.71%	Q1 2020	Q3 2023	15
CAPITAL CITY TRUST CO/FL	14	1	0.01%	0.13%	0.17%	Q2 2013	Q3 2023	15
BigSur Wealth Management LLC	15	15	0.35%	0.47%	0.77%	Q4 2016	Q2 2020	15
Petix & Botte Co	12	3	1.15%	1.30%	1.39%	Q4 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.13%	0.35%	0.59%	Q2 2013	Q4 2016	15
Seven Post Investment Office LP	15	15	15.94%	23.84%	27.86%	Q1 2020	Q3 2023	15
Graypoint LLC	15	15	0.04%	0.10%	0.20%	Q1 2020	Q3 2023	15
VALLEY WEALTH MANAGERS, INC.	7	1	0.00%	0.04%	0.15%	Q1 2019	Q3 2023	15
Migdal Insurance & Financial Holdings Ltd.	10	5	0.00%	0.21%	0.96%	Q1 2017	Q3 2023	15
Bristlecone Advisors, LLC	13	1	0.01%	0.22%	0.51%	Q4 2015	Q1 2023	15
CAPITAL INSIGHT PARTNERS, LLC	14	1	0.13%	0.42%	3.67%	Q4 2019	Q3 2023	15
Arkadios Wealth Advisors	15	15	0.02%	0.14%	0.44%	Q4 2019	Q2 2023	15
Lee Financial Co	9	1	0.00%	0.02%	0.11%	Q2 2017	Q1 2023	15
PBMares Wealth Management LLC	14	1	0.14%	0.28%	0.43%	Q4 2019	Q3 2023	15
MADISON WEALTH MANAGEMENT	15	15	0.26%	0.52%	0.71%	Q1 2020	Q3 2023	15
Armor Investment Advisors, LLC	12	1	0.02%	0.05%	0.07%	Q1 2019	Q3 2023	15
WHALEROCK POINT PARTNERS, LLC	9	6	0.08%	0.19%	0.40%	Q1 2014	Q4 2017	15
Platte River Wealth Advisors, LLC	14	1	0.42%	2.21%	3.26%	Q4 2019	Q3 2023	15
BOOTHBAY FUND MANAGEMENT, LLC	9	1	0.01%	0.07%	0.17%	Q4 2015	Q3 2023	15
Knights of Columbus Asset Advisors LLC	11	4	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	15
SUMITOMO MITSUI FINANCIAL GROUP, INC.	15	15	0.00%	0.02%	0.03%	Q1 2020	Q3 2023	15
Moser Wealth Advisors, LLC	13	2	0.11%	0.15%	0.27%	Q4 2019	Q3 2023	15
Wagner Wealth Management, LLC	11	4	0.00%	0.03%	0.18%	Q4 2017	Q3 2023	15
Rainwater Charitable Foundation	15	15	3.83%	6.39%	8.37%	Q1 2020	Q3 2023	15
Visionary Asset Management, Inc.	9	1	0.00%	0.73%	1.01%	Q3 2013	Q3 2018	15
Faithward Advisors, LLC	11	4	0.00%	0.02%	0.03%	Q4 2019	Q3 2023	15
QUATTRO FINANCIAL ADVISORS LLC	7	1	0.01%	0.51%	4.26%	Q1 2017	Q2 2021	15
BTR CAPITAL MANAGEMENT INC	12	1	0.02%	0.14%	0.20%	Q1 2015	Q4 2021	15
Main Management LLC	10	5	0.00%	0.43%	1.35%	Q1 2014	Q4 2020	15
Greenline Partners, LLC	9	6	0.04%	0.08%	0.19%	Q4 2017	Q2 2022	15
CLEAR STREET MARKETS LLC	10	1	0.00%	0.04%	0.10%	Q4 2019	Q3 2023	15
MATHER GROUP, LLC.	10	5	0.01%	0.06%	0.15%	Q4 2019	Q3 2023	15
Winthrop Advisory Group LLC	15	15	0.06%	0.10%	0.16%	Q1 2020	Q3 2023	15
CATAWBA CAPITAL MANAGEMENT /VA	15	15	0.13%	0.20%	0.28%	Q4 2014	Q2 2018	15
Retirement Group, LLC	14	1	0.04%	0.06%	0.08%	Q4 2019	Q3 2023	15
AGILIS PARTNERS LLC	14	1	1.97%	3.10%	4.11%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.17%	0.27%	0.38%	Q2 2016	Q4 2019	15
Stratos Wealth Advisors, LLC	15	15	0.04%	0.47%	1.14%	Q1 2020	Q3 2023	15
HIGH POINT BANK & TRUST CO	15	15	1.31%	1.54%	1.91%	Q2 2013	Q4 2016	15
CI INVESTMENTS INC.	14	1	0.01%	0.19%	0.73%	Q3 2017	Q2 2023	15
HHM Wealth Advisors, LLC	15	15	0.04%	2.12%	3.33%	Q1 2020	Q3 2023	15
INGALLS & SNYDER LLC	15	15	0.02%	0.03%	0.05%	Q1 2017	Q3 2020	15
BlackRock Investment Management, LLC	15	15	0.00%	0.00%	0.00%	Q2 2013	Q4 2016	15
Graves Light Lenhart Wealth, Inc.	15	15	0.04%	0.05%	0.07%	Q4 2018	Q2 2022	15
SIMPLEX TRADING, LLC	3	1	0.00%	0.04%	0.24%	Q4 2014	Q3 2023	15
Ziegler Capital Management, LLC	15	15	0.08%	0.13%	0.18%	Q1 2020	Q3 2023	15
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15	15	0.04%	1.80%	2.64%	Q1 2020	Q3 2023	15
Sumitomo Mitsui Trust Holdings, Inc.	15	15	0.01%	0.01%	0.03%	Q1 2020	Q3 2023	15
Summit Trail Advisors, LLC	12	1	0.01%	0.09%	0.24%	Q4 2017	Q2 2023	15
HOWARD WEALTH MANAGEMENT, LLC	10	5	0.68%	0.96%	1.54%	Q4 2019	Q3 2023	15
Private Advisory Group LLC	10	5	0.47%	1.04%	1.81%	Q4 2016	Q4 2022	15
Gladstone Institutional Advisory LLC	15	15	0.05%	0.07%	0.10%	Q1 2020	Q3 2023	15
AdvicePeriod, LLC	15	15	0.80%	1.13%	1.41%	Q4 2017	Q2 2021	15
ROBERTS GLORE & CO INC /IL/	15	15	0.08%	0.11%	0.15%	Q1 2019	Q3 2022	15
Financial Management Professionals, Inc.	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.17%	0.21%	0.30%	Q1 2020	Q3 2023	15
Princeton Global Asset Management LLC	15	15	0.02%	0.03%	0.05%	Q1 2020	Q3 2023	15
Miracle Mile Advisors, LLC	11	1	0.01%	1.25%	16.00%	Q1 2014	Q3 2023	14
New England Private Wealth Advisors LLC	9	1	0.04%	0.41%	1.44%	Q4 2012	Q1 2021	14
American Money Management, LLC	14	14	0.06%	0.09%	0.10%	Q2 2020	Q3 2023	14
Bank OZK	13	1	0.08%	0.87%	1.39%	Q1 2015	Q3 2023	14
Addenda Capital Inc.	14	14	0.72%	0.77%	0.85%	Q1 2014	Q2 2017	14
Antonetti Capital Management LLC	7	1	0.00%	2.20%	4.06%	Q2 2010	Q1 2023	14
Connecticut Wealth Management, LLC	13	1	0.03%	0.08%	0.16%	Q4 2019	Q3 2023	14
Capital Bank & Trust Co	11	3	0.00%	0.00%	0.02%	Q3 2017	Q2 2021	14
Cypress Wealth Services, LLC	14	14	0.05%	0.41%	0.78%	Q4 2017	Q1 2021	14
Manning & Napier Group, LLC	14	14	0.00%	0.03%	0.06%	Q2 2020	Q3 2023	14
Confluence Wealth Management LLC	14	14	0.10%	1.99%	4.86%	Q1 2014	Q2 2017	14
LexAurum Advisors, LLC	12	1	0.06%	0.62%	1.02%	Q4 2017	Q2 2022	14
Virtue Capital Management, LLC	7	1	0.06%	0.26%	0.71%	Q4 2017	Q4 2021	14
SWS Partners	5	1	0.22%	0.31%	0.40%	Q4 2017	Q3 2023	14
Spectrum Management Group, LLC	11	3	0.02%	0.04%	0.06%	Q3 2015	Q1 2020	14
Vivaldi Capital Management LP	14	14	0.10%	0.24%	0.63%	Q2 2020	Q3 2023	14
Quantum Capital Management, LLC / NJ	14	14	0.01%	0.63%	0.93%	Q4 2016	Q1 2020	14
Windhaven Investment Management, Inc.	14	14	2.03%	3.54%	5.61%	Q2 2013	Q3 2016	14
Northwest Bancshares, Inc.	14	14	0.08%	0.15%	0.22%	Q2 2020	Q3 2023	14
Fairhaven Wealth Management, LLC	12	2	0.15%	0.24%	0.29%	Q1 2020	Q3 2023	14
WealthBridge Capital Management, LLC	7	7	0.08%	0.13%	0.19%	Q4 2018	Q3 2022	14
Foster Victor Wealth Advisors, LLC	14	14	0.14%	1.18%	1.90%	Q2 2020	Q3 2023	14
PSI Advisors, LLC	9	5	0.01%	1.11%	3.41%	Q4 2019	Q3 2023	14
Sound View Wealth Advisors Group, LLC	10	4	0.02%	0.06%	0.09%	Q4 2019	Q3 2023	14
Sonora Investment Management, LLC	11	1	0.00%	0.01%	0.02%	Q3 2015	Q3 2021	14
MACQUARIE GROUP LTD	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
J.W. COLE ADVISORS, INC.	8	1	0.08%	0.37%	0.48%	Q4 2019	Q3 2023	14
WESPAC Advisors SoCal, LLC	14	14	0.00%	0.16%	0.24%	Q4 2015	Q1 2019	14
Strategic Financial Planning, Inc.	14	14	0.68%	0.84%	1.18%	Q2 2020	Q3 2023	14
SENTINEL PENSION ADVISORS INC	10	4	0.28%	0.52%	0.88%	Q1 2020	Q3 2023	14
Columbia Trust Co 01012016	7	3	0.11%	0.23%	0.32%	Q4 2019	Q3 2023	14
Texas Capital Bank Wealth Management Services Inc	14	14	0.04%	0.07%	0.10%	Q2 2020	Q3 2023	14
Capital Wealth Alliance, LLC	14	14	0.57%	1.23%	1.53%	Q4 2019	Q1 2023	14
Regent Peak Wealth Advisors LLC	11	3	0.83%	1.20%	1.46%	Q4 2019	Q3 2023	14
ALPS ADVISORS INC	7	1	0.03%	0.15%	0.29%	Q2 2013	Q1 2017	14
Royal Fund Management, LLC	14	14	0.00%	0.11%	1.02%	Q4 2016	Q1 2020	14
Sara-Bay Financial	14	14	0.20%	0.32%	0.44%	Q2 2020	Q3 2023	14
Prudent Man Advisors, LLC	14	14	1.05%	1.36%	1.56%	Q2 2020	Q3 2023	14
Platform Technology Partners	10	4	0.15%	0.25%	0.32%	Q1 2020	Q3 2023	14
SCOTIA CAPITAL INC.	6	3	0.00%	0.01%	0.04%	Q2 2015	Q4 2020	14
MARSHALL WACE, LLP	6	1	0.00%	0.02%	0.07%	Q3 2018	Q2 2023	14
SCS Capital Management LLC	8	2	0.01%	1.36%	3.00%	Q2 2013	Q3 2023	14
DOW CHEMICAL CO /DE/	14	14	1.96%	2.51%	2.84%	Q1 2014	Q2 2017	14
Strategic Point Investment Advisors, LLC	14	14	0.08%	6.82%	10.18%	Q2 2014	Q3 2017	14
Laird Norton Wetherby Wealth Management, LLC	5	1	0.01%	0.05%	0.22%	Q2 2015	Q2 2023	14
Geneva Advisors, LLC	14	14	0.03%	0.04%	0.05%	Q1 2014	Q2 2017	14
AMERICAN INTERNATIONAL GROUP, INC.	12	2	0.02%	0.10%	0.52%	Q2 2013	Q2 2021	14
REGENTATLANTIC CAPITAL LLC	13	1	0.01%	2.24%	4.21%	Q4 2014	Q3 2022	14
REAL ESTATE MANAGEMENT SERVICES LLC	9	1	0.06%	1.48%	2.84%	Q2 2014	Q4 2020	14
ROMAN BUTLER FULLERTON & CO	10	4	0.15%	0.17%	0.20%	Q1 2019	Q2 2023	14
GREENWOOD CAPITAL ASSOCIATES LLC	9	1	0.04%	0.11%	0.36%	Q3 2013	Q4 2022	14
TRUST CO OF VERMONT	7	1	0.02%	0.03%	0.04%	Q4 2019	Q3 2023	14
Windsor Financial Group, LLC	14	14	0.78%	0.94%	1.20%	Q1 2014	Q2 2017	14
DUPONT CAPITAL MANAGEMENT CORP	10	1	0.00%	0.03%	0.14%	Q1 2019	Q2 2023	14
INTEGRATED WEALTH COUNSEL, LLC	14	14	0.02%	2.46%	11.73%	Q3 2013	Q4 2016	14
PDS Planning, Inc	14	14	0.66%	0.85%	1.15%	Q2 2020	Q3 2023	14
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income	13	1	0.06%	0.27%	0.80%	Q1 2014	Q3 2023	14
Man Group plc	8	6	0.00%	0.06%	0.11%	Q1 2018	Q1 2022	14
Darwin Wealth Management, LLC	11	1	0.02%	0.45%	2.40%	Q2 2016	Q1 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.01%	0.04%	0.11%	Q2 2013	Q3 2016	14
MERITAGE PORTFOLIO MANAGEMENT	8	1	0.07%	0.53%	1.24%	Q3 2015	Q3 2022	14
Community Bank & Trust, Waco, Texas	14	14	0.08%	0.11%	0.14%	Q2 2020	Q3 2023	14
Northeast Financial Consultants Inc	13	1	0.10%	0.45%	1.03%	Q1 2015	Q1 2019	14
Meridian Wealth Management, LLC	10	1	0.02%	0.06%	0.17%	Q4 2016	Q3 2023	14
Linscomb & Williams, Inc.	8	1	0.01%	0.02%	0.05%	Q2 2013	Q3 2023	13
Apollon Wealth Management, LLC	11	1	0.03%	0.09%	0.16%	Q2 2019	Q3 2023	13
MILLIE CAPITAL MANAGEMENT, LLC	13	13	2.16%	3.73%	6.60%	Q4 2014	Q4 2017	13
Zions Bancorporation	12	1	0.06%	0.25%	0.37%	Q1 2015	Q3 2018	13
Whitnell & Co.	8	1	0.01%	0.02%	0.09%	Q1 2014	Q4 2019	13
Shepherd Financial Partners LLC	13	13	0.46%	0.76%	1.72%	Q3 2020	Q3 2023	13
Timber Hill LLC	7	1	0.00%	0.03%	0.20%	Q2 2013	Q2 2018	13
Parasol Investment Management, LLC	13	13	0.07%	5.14%	6.77%	Q4 2013	Q4 2016	13
FIRSTMERIT BANK N A TRUSTEE	13	13	0.06%	0.48%	0.84%	Q2 2013	Q2 2016	13
Lowe Wealth Advisors, LLC	12	1	0.00%	0.41%	0.83%	Q4 2015	Q4 2023	13
LVW Advisors, LLC	9	1	0.06%	0.17%	0.33%	Q4 2014	Q1 2020	13
Paragon Capital Management Ltd	13	13	0.04%	0.54%	1.39%	Q1 2019	Q1 2022	13
SONATA CAPITAL GROUP INC	13	13	0.40%	0.55%	0.84%	Q4 2014	Q4 2017	13
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	12	1	0.00%	0.02%	0.05%	Q1 2020	Q3 2023	13
SFMG, LLC	13	13	0.06%	1.04%	6.69%	Q3 2014	Q3 2017	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.09%	0.18%	0.24%	Q3 2020	Q3 2023	13
Brookmont Capital Management	9	1	0.08%	0.17%	0.22%	Q2 2016	Q3 2023	13
KAYS FINANCIAL ADVISORY CORP /ADV	13	13	0.06%	0.11%	0.18%	Q3 2017	Q3 2020	13
PRENTISS SMITH & CO INC	7	6	0.01%	0.01%	0.01%	Q3 2014	Q3 2018	13
CHILTON CAPITAL MANAGEMENT LLC	6	1	0.00%	0.07%	0.56%	Q2 2013	Q3 2023	13
SCHMIDT P J INVESTMENT MANAGEMENT INC	11	2	0.08%	0.18%	0.26%	Q2 2013	Q3 2016	13
Intersect Capital LLC	11	2	0.05%	0.26%	0.56%	Q4 2014	Q1 2022	13
Avestar Capital, LLC	4	1	0.04%	0.27%	0.98%	Q4 2017	Q1 2023	13
FULTON BREAKEFIELD BROENNIMAN LLC	9	2	0.02%	0.08%	0.16%	Q3 2019	Q1 2023	13
QUEST CAPITAL MANAGEMENT INC /ADV	13	13	0.07%	0.18%	0.35%	Q4 2018	Q4 2021	13
Stokes & Hubbell Capital Management, LLC	13	13	0.07%	0.11%	0.20%	Q1 2016	Q1 2019	13
McAdam, LLC	3	2	0.00%	0.03%	0.06%	Q1 2018	Q3 2023	13
Boston Standard Wealth Management, LLC	12	1	0.13%	1.12%	2.14%	Q4 2014	Q4 2020	13
Verde Capital Management	13	13	0.23%	0.38%	0.49%	Q3 2020	Q3 2023	13
Elevated Capital Advisors, LLC	5	1	0.26%	0.42%	0.90%	Q1 2019	Q3 2023	13
COMMERCE BANK	13	13	0.10%	0.13%	0.16%	Q3 2020	Q3 2023	13
Stonehage Fleming Financial Services Holdings Ltd	7	1	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	13
GABLES CAPITAL MANAGEMENT INC.	13	13	0.02%	0.03%	0.11%	Q1 2018	Q1 2021	13
Checchi Capital Advisers, LLC	13	13	0.04%	0.51%	0.74%	Q3 2020	Q3 2023	13
Column Capital Advisors, LLC	12	1	0.00%	0.08%	0.13%	Q4 2019	Q3 2023	13
NORTHWEST INVESTMENT COUNSELORS, LLC	6	2	0.01%	0.04%	0.09%	Q2 2017	Q3 2023	13
Guidant Wealth Advisors	13	13	0.60%	1.25%	1.75%	Q3 2016	Q3 2019	13
Starfire Investment Advisers, Inc.	5	1	0.42%	3.59%	4.92%	Q1 2015	Q2 2020	13
Leelyn Smith, LLC	13	13	0.00%	0.01%	0.02%	Q4 2019	Q4 2022	13
Enterprise Trust & Investment Co	13	13	1.97%	2.92%	3.70%	Q2 2019	Q2 2022	13
StrongBox Wealth, LLC	13	13	0.14%	0.48%	2.80%	Q1 2020	Q1 2023	13
Omnia Family Wealth, LLC	13	13	0.47%	1.35%	2.61%	Q4 2016	Q4 2019	13
Allen Capital Group, LLC	13	13	0.44%	0.73%	0.91%	Q3 2020	Q3 2023	13
Walkner Condon Financial Advisors LLC	13	13	0.38%	0.71%	1.80%	Q3 2020	Q3 2023	13
PACES FERRY WEALTH ADVISORS, LLC	13	13	0.27%	0.43%	0.52%	Q3 2020	Q3 2023	13
KANALY TRUST CO	13	13	0.00%	0.01%	0.01%	Q4 2013	Q4 2016	13
Kestra Advisory Services, LLC	13	13	0.08%	0.13%	0.17%	Q3 2020	Q3 2023	13
GREENWOOD GEARHART INC	13	13	1.48%	2.02%	2.78%	Q3 2020	Q3 2023	13
Jackson Creek Investment Advisors LLC	13	13	0.16%	0.24%	0.40%	Q3 2020	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.12%	0.17%	0.21%	Q3 2020	Q3 2023	13
Baron Financial Group, LLC	13	13	2.36%	2.88%	3.34%	Q3 2020	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.04%	0.06%	0.19%	Q3 2020	Q3 2023	13
VSR Financial Services, Inc.	13	13	0.19%	0.43%	0.59%	Q2 2013	Q2 2016	13
CGN Advisors LLC	13	13	0.14%	0.28%	0.52%	Q4 2020	Q4 2023	13
Lokken Investment Group LLC	12	1	0.22%	0.25%	0.31%	Q1 2012	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.01%	0.08%	0.13%	Q3 2020	Q3 2023	13
FLOW TRADERS U.S. LLC	9	1	0.00%	0.07%	0.22%	Q3 2016	Q4 2022	13
BAHL & GAYNOR INC	13	13	0.01%	0.01%	0.01%	Q1 2015	Q1 2018	13
TWO SIGMA ADVISERS, LP	5	1	0.00%	0.06%	0.17%	Q4 2013	Q1 2023	13
COWA, LLC	12	12	0.03%	0.34%	0.49%	Q4 2020	Q3 2023	12
SHINE INVESTMENT ADVISORY SERVICES INC	9	3	0.00%	1.48%	3.30%	Q1 2017	Q3 2020	12
NORTH STAR ASSET MANAGEMENT INC	9	1	0.01%	0.02%	0.02%	Q2 2016	Q4 2021	12
Adelante Capital Management LLC	4	1	0.02%	0.04%	0.07%	Q1 2016	Q4 2019	12
CAMBRIDGE TRUST CO	8	1	0.00%	0.01%	0.06%	Q4 2017	Q3 2023	12
C M BIDWELL & ASSOCIATES LTD	11	1	0.00%	0.18%	0.43%	Q3 2016	Q4 2019	12
Bath Savings Trust Co	12	12	0.04%	0.07%	0.08%	Q4 2020	Q3 2023	12
Cutter & CO Brokerage, Inc.	9	3	0.07%	0.09%	0.13%	Q1 2016	Q1 2020	12
SMITH HAYES Advisers, Inc	12	12	0.13%	0.17%	0.27%	Q2 2013	Q1 2016	12
Spears Abacus Advisors LLC	12	12	0.03%	0.03%	0.04%	Q1 2020	Q4 2022	12
Grace Capital	12	12	0.16%	0.30%	0.58%	Q4 2018	Q3 2021	12
SUNFLOWER BANK, NA WEALTH MANAGEMENT	12	12	0.14%	0.22%	0.38%	Q4 2017	Q3 2020	12
CORRADO ADVISORS, LLC	12	12	0.58%	0.91%	1.09%	Q4 2020	Q3 2023	12
WESPAC Advisors, LLC	8	1	0.56%	1.13%	2.20%	Q2 2013	Q3 2020	12
Price Wealth, LLC	12	12	0.02%	3.35%	7.43%	Q4 2017	Q3 2020	12
Weatherstone Capital Management	6	1	0.19%	1.84%	4.25%	Q2 2013	Q3 2016	12
Angeles Investment Advisors, LLC	11	1	0.01%	0.26%	0.96%	Q4 2018	Q4 2021	12
Alerus Investment Advisors Corp	12	12	0.69%	1.46%	2.57%	Q2 2013	Q1 2016	12
Stonehearth Capital Management, LLC	10	2	4.46%	5.56%	7.23%	Q4 2014	Q1 2018	12
Bollard Group LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Northern Capital Management, Inc.	12	12	0.21%	0.26%	0.30%	Q4 2020	Q3 2023	12
AHL Partners LLP	9	3	0.04%	0.43%	1.42%	Q3 2014	Q4 2017	12
Compagnie Lombard Odier SCmA	5	1	0.00%	0.00%	0.01%	Q4 2013	Q4 2022	12
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	4	2	0.01%	0.05%	0.08%	Q4 2015	Q4 2020	12
Northstar Group, Inc.	12	12	0.12%	0.31%	0.45%	Q4 2014	Q3 2017	12
CUE ADVISORY SERVICES, INC.	6	6	0.14%	0.42%	0.75%	Q4 2014	Q1 2018	12
Mirador Capital Partners LP	12	12	0.19%	0.35%	0.42%	Q1 2017	Q4 2019	12
Colony Family Offices, LLC	12	12	0.10%	0.18%	0.31%	Q4 2020	Q3 2023	12
USA FINANCIAL FORMULAS	6	1	0.05%	0.12%	0.22%	Q4 2017	Q4 2021	12
Coco Enterprises, LLC	12	12	0.43%	4.54%	10.13%	Q4 2020	Q3 2023	12
First Capital Advisors Group, LLC.	9	3	0.00%	0.32%	0.81%	Q4 2016	Q4 2022	12
Syverson Strege & Co	12	12	0.04%	0.32%	0.96%	Q4 2020	Q3 2023	12
WP Advisors, LLC	11	1	0.09%	0.27%	0.47%	Q2 2018	Q4 2021	12
DeDora Capital, Inc.	10	1	0.06%	0.65%	1.09%	Q4 2017	Q1 2022	12
Berman Capital Advisors, LLC	7	5	0.00%	0.15%	0.46%	Q4 2017	Q3 2021	12
First Command Advisory Services, Inc.	6	1	0.00%	0.04%	0.51%	Q2 2019	Q3 2023	12
Conrad N. Hilton Foundation	12	12	7.22%	23.61%	43.24%	Q4 2017	Q3 2020	12
Facet Wealth, Inc.	12	12	0.02%	0.19%	0.48%	Q4 2020	Q3 2023	12
Brand Asset Management Group, Inc.	12	12	0.00%	0.02%	0.07%	Q2 2018	Q1 2021	12
Truvestments Capital LLC	7	2	0.00%	0.05%	0.24%	Q2 2018	Q3 2021	12
TOWNSQUARE CAPITAL LLC	5	1	0.01%	0.01%	0.03%	Q4 2018	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	0.14%	0.32%	0.41%	Q4 2020	Q3 2023	12
Unified Trust Company, N.A.	12	12	0.17%	0.44%	0.70%	Q4 2018	Q3 2021	12
VeraBank, N.A.	9	3	0.14%	0.27%	0.81%	Q2 2020	Q3 2023	12
Bay Harbor Wealth Management, LLC	9	3	0.00%	0.01%	0.02%	Q4 2018	Q2 2022	12
Joseph P. Lucia & Associates, LLC	6	2	0.05%	0.30%	0.98%	Q1 2019	Q2 2022	12
Oldfather Financial Services, LLC	12	12	0.95%	1.34%	1.87%	Q2 2020	Q1 2023	12
Arden Trust Co	12	12	0.03%	0.08%	0.20%	Q2 2019	Q1 2022	12
Belmont Capital, LLC	12	12	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	12
HOEY INVESTMENTS, INC	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
Resolute Advisors LLC	12	12	0.02%	0.05%	0.13%	Q4 2020	Q3 2023	12
ATTICUS WEALTH MANAGEMENT, LLC	12	12	0.00%	0.01%	0.01%	Q4 2019	Q3 2022	12
CERTUITY, LLC	10	1	0.05%	0.14%	0.24%	Q4 2019	Q3 2023	12
LifeSteps Financial, Inc.	12	12	0.29%	0.35%	0.48%	Q4 2019	Q3 2022	12
Future Financial Wealth Managment LLC	12	12	0.34%	0.74%	1.74%	Q4 2020	Q3 2023	12
Cadent Capital Advisors, LLC	12	12	0.12%	0.33%	0.65%	Q4 2020	Q3 2023	12
Zeit Capital LLC	12	12	2.03%	2.34%	2.68%	Q4 2020	Q3 2023	12
Eudaimonia Partners, LLC	8	1	0.04%	0.08%	0.15%	Q4 2019	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	0.04%	0.05%	0.06%	Q4 2020	Q3 2023	12
Bordeaux Wealth Advisors LLC	12	12	0.62%	1.14%	2.36%	Q4 2020	Q3 2023	12
KWB Wealth	12	12	0.06%	0.18%	0.29%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	0.89%	1.05%	1.26%	Q4 2020	Q3 2023	12
WOLFF WIESE MAGANA LLC	12	12	0.05%	0.37%	1.84%	Q4 2020	Q3 2023	12
McLean Asset Management Corp	12	12	0.10%	0.18%	0.33%	Q1 2021	Q4 2023	12
Windward Private Wealth Management Inc.	12	12	0.47%	0.73%	1.25%	Q4 2020	Q3 2023	12
Iron Horse Wealth Management, LLC	12	12	0.17%	1.62%	2.11%	Q4 2020	Q3 2023	12
Accel Wealth Management	12	12	0.02%	0.05%	0.13%	Q4 2020	Q3 2023	12
Hemington Wealth Management	12	12	1.08%	1.51%	1.89%	Q4 2020	Q3 2023	12
Falcon Wealth Planning	12	12	3.63%	4.11%	4.38%	Q4 2020	Q3 2023	12
Solitude Financial Services	12	12	0.58%	2.72%	3.46%	Q4 2020	Q3 2023	12
Journey Advisory Group, LLC	12	12	0.09%	0.45%	0.77%	Q4 2020	Q3 2023	12
Birchcreek Wealth Management, LLC	12	12	0.16%	0.28%	0.36%	Q4 2020	Q3 2023	12
Running Point Capital Advisors, LLC	12	12	2.62%	3.61%	4.50%	Q4 2020	Q3 2023	12
Financial Network Wealth Management LLC	12	12	0.15%	0.20%	0.29%	Q4 2020	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.66%	0.82%	0.90%	Q4 2020	Q3 2023	12
Foster Group, Inc.	12	12	0.09%	0.25%	0.68%	Q4 2020	Q3 2023	12
WEBSTERROGERS FINANCIAL ADVISORS, LLC	12	12	0.46%	1.10%	1.60%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.31%	0.39%	0.51%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.06%	0.28%	0.55%	Q4 2020	Q3 2023	12
Fort Henry Capital, LLC	12	12	8.21%	9.09%	10.01%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	0.02%	1.03%	2.50%	Q4 2020	Q3 2023	12
Latitude Advisors, LLC	12	12	0.24%	0.36%	0.56%	Q4 2020	Q3 2023	12
Elk River Wealth Management, LLC	12	12	0.19%	0.24%	0.27%	Q4 2020	Q3 2023	12
Bluesphere Advisors, LLC	12	12	0.41%	0.72%	1.10%	Q4 2020	Q3 2023	12
Rye Brook Capital LLC	12	12	1.84%	3.53%	6.01%	Q4 2020	Q3 2023	12
Sterling Financial Planning, Inc.	12	12	1.28%	1.87%	2.36%	Q4 2020	Q3 2023	12
Accretive Wealth Partners, LLC	12	12	0.39%	0.51%	0.61%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.42%	0.60%	0.78%	Q4 2020	Q3 2023	12
Insight Advisors, LLC/ PA	12	12	0.06%	0.14%	0.21%	Q4 2020	Q3 2023	12
Thrive Capital Management, LLC	12	12	0.26%	0.66%	0.91%	Q4 2020	Q3 2023	12
ADE, LLC	12	12	0.01%	0.20%	0.29%	Q4 2020	Q3 2023	12
SITTNER & NELSON, LLC	12	12	0.01%	0.02%	0.03%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.37%	0.94%	1.77%	Q4 2020	Q3 2023	12
Sovereign Financial Group, Inc.	12	12	0.15%	0.58%	1.13%	Q4 2020	Q3 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.36%	0.66%	0.99%	Q4 2020	Q3 2023	12
Red Wave Investments LLC	12	12	2.27%	2.50%	2.83%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	1.21%	1.60%	2.11%	Q4 2020	Q3 2023	12
Orion Capital Management LLC	12	12	0.82%	1.73%	2.56%	Q4 2020	Q3 2023	12
Bridge Advisory, LLC	12	12	0.09%	0.20%	0.75%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.00%	0.01%	0.01%	Q4 2020	Q3 2023	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	0.66%	0.80%	1.02%	Q4 2020	Q3 2023	12
Everhart Financial Group, Inc.	12	12	1.09%	1.71%	2.46%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.11%	0.15%	0.18%	Q4 2020	Q3 2023	12
TECTONIC ADVISORS LLC	12	12	1.11%	4.27%	5.58%	Q4 2020	Q3 2023	12
Gray Wealth Management Inc.	10	2	0.10%	0.16%	0.28%	Q1 2020	Q2 2023	12
Frank, Rimerman Advisors LLC	12	12	0.28%	0.43%	0.64%	Q4 2020	Q3 2023	12
ATALANTA SOSNOFF CAPITAL, LLC	4	4	0.01%	0.02%	0.07%	Q2 2016	Q1 2022	12
Laird Norton Wetherby Trust Company, LLC	12	12	0.45%	0.70%	1.19%	Q4 2020	Q3 2023	12
ECLECTIC ASSOCIATES INC /ADV	12	12	0.47%	0.67%	0.86%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.55%	0.62%	0.71%	Q4 2018	Q3 2021	12
EMERSON INVESTMENT MANAGEMENT, LLC	12	12	1.83%	2.66%	3.48%	Q2 2013	Q1 2016	12
ASSET PLANNING CORPORATION	12	12	0.42%	3.10%	7.96%	Q4 2020	Q3 2023	12
KLINGENSTEIN FIELDS & CO LP	12	12	0.01%	0.01%	0.01%	Q2 2015	Q1 2018	12
PAYDEN & RYGEL	7	2	0.00%	0.01%	0.02%	Q3 2018	Q1 2023	12
Quad-Cities Investment Group, LLC	7	4	0.00%	0.12%	0.23%	Q4 2018	Q2 2023	11
CURIAN CAPITAL LLC	11	11	0.13%	0.90%	1.33%	Q2 2013	Q4 2015	11
Ten Capital Wealth Advisors, LLC	11	11	0.02%	0.23%	0.41%	Q4 2020	Q2 2023	11
Blue Chip Wealth Management, Inc.	11	11	0.34%	0.52%	0.64%	Q1 2018	Q3 2020	11
COLTON GROOME FINANCIAL ADVISORS, LLC	11	11	0.10%	0.23%	0.41%	Q2 2019	Q4 2021	11
Jordan Park Group LLC	8	3	0.02%	0.42%	0.81%	Q2 2018	Q1 2022	11
Hemenway Trust Co LLC	8	1	0.03%	0.06%	0.07%	Q1 2014	Q2 2019	11
BFSG, LLC	8	3	0.09%	0.36%	0.76%	Q2 2019	Q3 2023	11
Robertson Stephens Wealth Management, LLC	11	11	0.06%	0.12%	0.17%	Q1 2021	Q3 2023	11
Main Street Research LLC	11	11	0.04%	0.07%	0.10%	Q1 2015	Q3 2017	11
Ameritas Investment Company, LLC	11	11	0.24%	0.91%	2.14%	Q1 2019	Q3 2021	11
HOWARD FINANCIAL SERVICES, LTD.	11	11	0.11%	0.20%	0.29%	Q1 2021	Q3 2023	11
Providence Capital Advisors, LLC	7	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	11
StrategIQ Financial Group, LLC	8	1	0.02%	0.06%	0.11%	Q4 2016	Q3 2023	11
Andesa Financial Management Inc.	11	11	0.20%	0.32%	0.49%	Q4 2017	Q2 2020	11
HighTower Trust Company, N.A.	10	1	0.09%	0.17%	0.31%	Q2 2016	Q2 2022	11
GSB Wealth Management, LLC	11	11	0.10%	0.17%	0.22%	Q1 2021	Q3 2023	11
Powell Investment Advisors, LLC	11	11	0.08%	0.10%	0.12%	Q1 2021	Q3 2023	11
Abacus Wealth Partners, LLC	11	11	0.11%	0.38%	0.72%	Q4 2020	Q2 2023	11
Farmers National Bank	9	2	0.04%	0.46%	0.81%	Q2 2016	Q2 2019	11
Spire Wealth Management	11	11	0.13%	0.17%	0.20%	Q1 2021	Q3 2023	11
Lumature Wealth Partners, LLC	11	11	0.12%	0.15%	0.30%	Q4 2020	Q2 2023	11
EMORY UNIVERSITY	11	11	24.37%	36.68%	59.54%	Q2 2011	Q4 2013	11
Citizens National Bank Trust Department	11	11	0.07%	0.10%	0.17%	Q1 2021	Q3 2023	11
PICTET BANK & TRUST Ltd	11	11	0.15%	0.22%	0.31%	Q3 2019	Q1 2022	11
IBBOTSON ASSOCIATES INC	11	11	0.84%	2.81%	5.74%	Q2 2013	Q4 2015	11
Godshalk Welsh Capital Management, Inc.	11	11	0.54%	0.65%	0.70%	Q1 2021	Q3 2023	11
BENJAMIN EDWARDS INC	9	2	0.03%	0.60%	2.25%	Q1 2019	Q4 2021	11
Alpha Cubed Investments, LLC	4	1	0.02%	0.13%	0.68%	Q4 2013	Q4 2021	11
Sterling Global Strategies LLC	4	1	0.34%	18.88%	48.02%	Q4 2014	Q1 2019	11
CT Financial Advisors LLC	10	1	1.32%	1.70%	2.38%	Q1 2014	Q1 2017	11
WestHill Financial Advisors, Inc.	9	2	1.37%	1.50%	1.63%	Q4 2020	Q3 2023	11
EQUITABLE TRUST CO	11	11	0.05%	0.12%	0.18%	Q2 2018	Q4 2020	11
Fi3 FINANCIAL ADVISORS, LLC	11	11	0.69%	1.97%	4.32%	Q1 2021	Q3 2023	11
MTM Investment Management, LLC	11	11	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.04%	0.61%	1.81%	Q2 2013	Q4 2015	11
Pinnacle Family Advisors, LLC	4	3	0.14%	0.24%	0.33%	Q1 2017	Q4 2021	11
Highland Private Wealth Management	11	11	0.17%	0.36%	0.42%	Q1 2020	Q3 2022	11
TBH Global Asset Management, LLC	6	2	0.06%	0.18%	0.72%	Q4 2019	Q3 2023	11
Stuart Chaussee & Associates, Inc.	4	1	0.00%	1.07%	6.43%	Q4 2015	Q3 2021	11
TORONTO DOMINION BANK	8	1	0.00%	0.20%	0.34%	Q3 2014	Q4 2020	11
PagnatoKarp Partners LLC	5	3	0.04%	0.44%	1.49%	Q4 2016	Q4 2019	11
Bard Financial Services, Inc.	11	11	0.52%	0.92%	1.15%	Q4 2020	Q2 2023	11
Bayesian Capital Management, LP	4	1	0.04%	0.13%	0.24%	Q2 2019	Q3 2023	11
PrairieView Partners, LLC	10	1	0.00%	0.00%	0.00%	Q1 2020	Q2 2023	11
First City Capital Management, Inc.	10	1	0.06%	0.12%	0.19%	Q2 2013	Q1 2016	11
Foothills Asset Management, Ltd.	7	4	1.53%	1.81%	2.17%	Q2 2014	Q3 2017	11
Clear Creek Financial Management, LLC	10	1	0.05%	0.18%	1.20%	Q3 2020	Q3 2023	11
TRUEWEALTH LLC	11	11	0.10%	0.11%	0.14%	Q4 2017	Q2 2020	11
Harfst & Associates, Inc.	11	11	1.09%	1.92%	4.10%	Q2 2015	Q4 2017	11
Nachman Norwood & Parrott, Inc	11	11	0.30%	0.54%	0.88%	Q4 2018	Q2 2021	11
Qube Research & Technologies Ltd	4	2	0.00%	0.05%	0.21%	Q1 2020	Q3 2023	11
Telos Capital Management, Inc.	7	1	0.12%	0.22%	0.40%	Q1 2015	Q3 2023	11
Virtu KCG Holdings LLC	5	1	0.00%	0.07%	0.24%	Q3 2013	Q1 2017	11
ALBION FINANCIAL GROUP /UT	10	1	0.00%	0.00%	0.02%	Q4 2020	Q3 2023	11
Strategic Wealth Partners, Ltd.	8	3	0.04%	0.18%	0.67%	Q4 2017	Q4 2022	11
Spearhead Capital Advisors, LLC	7	4	0.03%	0.05%	0.06%	Q1 2019	Q2 2022	11
LBA Wealth Management, LLC	6	5	0.00%	0.03%	0.07%	Q1 2014	Q1 2017	11
Newport Capital Group, LLC	9	2	0.34%	0.47%	0.69%	Q4 2020	Q3 2023	11
MEITAV INVESTMENT HOUSE LTD	11	11	0.00%	0.03%	0.07%	Q1 2021	Q3 2023	11
Campion Asset Management	11	11	4.46%	5.83%	7.35%	Q1 2021	Q3 2023	11
Capital Advisory Group Advisory Services, LLC	7	1	0.00%	0.32%	0.60%	Q3 2019	Q3 2023	11
55I, LLC	11	11	0.02%	0.07%	0.30%	Q1 2020	Q3 2022	11
GoalVest Advisory LLC	8	3	0.08%	0.20%	0.38%	Q4 2020	Q4 2023	11
Crosspoint Capital Strategies, LLC	9	2	0.00%	0.18%	1.71%	Q4 2013	Q3 2016	11
Piscataqua Savings Bank	11	11	0.45%	0.59%	0.73%	Q1 2021	Q3 2023	11
Navalign, LLC	11	11	4.29%	4.80%	5.35%	Q1 2021	Q3 2023	11
McClarren Financial Advisors, Inc.	6	5	0.15%	0.33%	0.54%	Q4 2020	Q3 2023	11
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	11	11	2.00%	2.41%	2.90%	Q1 2021	Q3 2023	11
HighMark Wealth Management LLC	10	1	0.00%	0.01%	0.01%	Q4 2019	Q3 2023	11
PRELUDE CAPITAL MANAGEMENT, LLC	4	1	0.00%	0.04%	0.06%	Q1 2017	Q3 2023	11
Wealthstreet Investment Advisors, LLC	9	2	0.02%	0.03%	0.04%	Q1 2018	Q1 2021	11
BALYASNY ASSET MANAGEMENT L.P.	5	1	0.01%	0.05%	0.12%	Q3 2016	Q3 2023	10
MANNING & NAPIER ADVISORS LLC	9	1	0.00%	0.00%	0.02%	Q3 2013	Q2 2017	10
True Link Financial Advisors, LLC	10	10	0.00%	0.10%	0.36%	Q4 2020	Q1 2023	10
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Columbus Macro, LLC	10	10	0.66%	0.97%	1.35%	Q4 2017	Q1 2020	10
VALENTINE VENTURES LLC	9	1	0.38%	0.62%	1.33%	Q4 2014	Q4 2018	10
Squar Milner Financial Services LLC	9	1	0.12%	0.19%	0.32%	Q4 2017	Q2 2020	10
GeoWealth Management, LLC	8	1	0.00%	0.55%	2.54%	Q3 2019	Q1 2023	10
Concord Wealth Partners	4	3	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	10
Spruce Investment Advisors LLC	5	5	0.15%	0.75%	1.48%	Q4 2014	Q4 2017	10
Huber Financial Advisors, LLC	10	10	0.39%	0.92%	1.79%	Q4 2017	Q1 2020	10
MONECO Advisors, LLC	6	4	0.17%	0.33%	0.55%	Q1 2019	Q3 2023	10
DROMS STRAUSS ADVISORS INC /MO/ /ADV	6	4	0.10%	0.56%	1.06%	Q4 2018	Q1 2022	10
Alliance Wealth Advisors, LLC	10	10	0.31%	0.39%	0.43%	Q4 2020	Q1 2023	10
Investors Capital Advisory Services	10	10	0.05%	0.18%	0.63%	Q1 2014	Q2 2016	10
Willis Johnson & Associates, Inc.	10	10	0.09%	0.12%	0.14%	Q2 2021	Q3 2023	10
DT Investment Partners, LLC	9	1	0.03%	0.65%	1.18%	Q2 2013	Q4 2019	10
Strategic Family Wealth Counselors, L.L.C.	6	4	0.20%	0.25%	0.33%	Q1 2019	Q3 2022	10
Nikulski Financial, Inc.	10	10	0.18%	0.24%	0.29%	Q2 2021	Q3 2023	10
Kovitz Investment Group, LLC	7	3	0.03%	0.04%	0.05%	Q2 2013	Q4 2015	10
Advisors Asset Management, Inc.	10	10	0.00%	0.00%	0.00%	Q4 2017	Q1 2020	10
CITY NATIONAL BANK	10	10	0.10%	0.17%	0.24%	Q2 2013	Q3 2015	10
CADENCE BANK NA	6	4	0.07%	0.11%	0.17%	Q2 2013	Q2 2022	10
Commonwealth Financial Services, LLC	10	10	0.01%	0.02%	0.04%	Q4 2014	Q1 2017	10
Northwest Capital Management Inc	10	10	0.10%	0.17%	0.21%	Q2 2021	Q3 2023	10
Domani Wealth, LLC	8	1	0.05%	0.21%	0.48%	Q1 2015	Q1 2023	10
Nan Shan Life Insurance Co., Ltd.	10	10	0.27%	0.46%	0.69%	Q3 2016	Q4 2018	10
Noven Financial Group, Inc.	7	3	0.15%	0.17%	0.21%	Q1 2014	Q3 2016	10
HENGEHOLD CAPITAL MANAGEMENT LLC	10	10	0.05%	0.10%	0.12%	Q2 2021	Q3 2023	10
Efficient Market Advisors, LLC	10	10	0.00%	0.68%	2.62%	Q3 2013	Q4 2015	10
Crew Capital Management, Ltd.	10	10	0.56%	2.37%	2.98%	Q1 2021	Q2 2023	10
Better Money Decisions, LLC	10	10	0.39%	0.81%	1.20%	Q1 2021	Q2 2023	10
Legacy Financial Advisors, Inc.	6	4	0.04%	0.05%	0.06%	Q4 2017	Q2 2022	10
STATE OF WISCONSIN INVESTMENT BOARD	10	10	0.01%	0.01%	0.02%	Q2 2013	Q3 2015	10
BKS ADVISORS, LLC	10	10	0.38%	0.44%	0.54%	Q4 2016	Q1 2019	10
Hill Investment Group Partners, LLC	10	10	0.04%	0.14%	0.26%	Q2 2021	Q3 2023	10
NKCFO LLC	7	3	0.14%	0.30%	0.55%	Q3 2019	Q2 2022	10
Leonard Rickey Investment Advisors P.L.L.C.	5	5	0.10%	0.17%	0.27%	Q2 2019	Q2 2022	10
Apella Capital, LLC	7	3	0.06%	0.13%	0.29%	Q2 2021	Q4 2023	10
D.B. Root & Company, LLC	10	10	0.09%	0.14%	0.32%	Q4 2017	Q1 2020	10
Edgestream Partners, L.P.	5	1	0.01%	0.14%	0.46%	Q3 2016	Q4 2021	10
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.01%	0.01%	Q1 2021	Q3 2023	10
RAY GERALD L & ASSOCIATES LTD	10	10	0.03%	0.04%	0.04%	Q3 2014	Q4 2016	10
EMFO, LLC	10	10	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	10
Paradigm, Strategies in Wealth Management, LLC	10	10	0.18%	0.96%	1.37%	Q1 2021	Q2 2023	10
Personal Wealth Partners	6	4	0.10%	0.17%	0.22%	Q4 2018	Q1 2022	10
CAMPBELL CAPITAL MANAGEMENT INC	10	10	0.11%	0.14%	0.22%	Q4 2019	Q1 2022	10
N.E.W. Advisory Services LLC	10	10	0.04%	0.08%	0.20%	Q4 2020	Q1 2023	10
Ameraudi Asset Management, Inc.	10	10	0.76%	1.08%	1.40%	Q4 2019	Q1 2022	10
Narus Financial Partners, LLC	6	4	0.36%	0.46%	0.54%	Q4 2016	Q3 2023	10
CAMG Solamere Management, LLC	10	10	0.22%	1.49%	2.38%	Q4 2016	Q1 2019	10
Vestmark Advisory Solutions, Inc.	7	1	0.01%	0.02%	0.06%	Q1 2019	Q2 2022	10
GREAT VALLEY ADVISOR GROUP, INC.	10	10	0.01%	0.02%	0.03%	Q2 2021	Q3 2023	10
West Branch Capital LLC	10	10	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	10
Select Asset Management & Trust	7	1	0.29%	2.01%	3.96%	Q1 2014	Q3 2022	10
Sage Mountain Advisors LLC	10	10	0.01%	0.04%	0.19%	Q2 2021	Q3 2023	10
Burt Wealth Advisors	5	5	0.01%	0.02%	0.04%	Q1 2016	Q1 2020	10
HALL CAPITAL MANAGEMENT CO INC	10	10	1.09%	1.30%	1.48%	Q2 2021	Q3 2023	10
Laidlaw Wealth Management LLC	8	1	0.09%	0.31%	0.60%	Q4 2019	Q3 2023	10
Advisory Alpha, LLC	4	2	0.00%	0.31%	1.26%	Q4 2016	Q2 2023	10
Rikoon Group, LLC	5	2	0.09%	0.12%	0.15%	Q1 2017	Q2 2020	10
Horrell Capital Management, Inc.	9	1	0.00%	0.23%	1.81%	Q2 2013	Q4 2015	10
Principle Wealth Partners LLC	7	3	0.02%	0.67%	1.47%	Q4 2018	Q2 2022	10
Quantbot Technologies LP	4	1	0.01%	0.08%	0.17%	Q4 2019	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.07%	0.12%	0.15%	Q1 2021	Q3 2023	10
TFC Financial Management, Inc.	10	10	0.01%	0.01%	0.02%	Q3 2020	Q4 2022	10
Nelson Capital Management, LLC	10	10	0.01%	0.03%	0.06%	Q3 2016	Q4 2018	10
IBEX WEALTH ADVISORS	7	1	0.05%	0.17%	0.70%	Q3 2016	Q4 2022	10
Alhambra Investment Management LLC	5	1	0.15%	1.01%	3.44%	Q4 2019	Q3 2023	10
Bridgeworth, LLC	7	1	0.03%	0.11%	0.22%	Q1 2017	Q3 2023	10
Convergent Wealth Advisors	10	10	0.74%	0.87%	1.23%	Q2 2013	Q3 2015	10
Lloyd Advisory Services, LLC.	10	10	0.02%	1.58%	4.20%	Q4 2019	Q1 2022	10
SVB Investment Services Inc.	10	10	0.26%	1.19%	2.51%	Q4 2019	Q1 2022	10
JTC Employer Solutions Trustee Ltd	10	10	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	10
Ruggie Capital Group	5	2	0.01%	0.07%	0.12%	Q2 2015	Q2 2019	10
CONNING INC.	7	3	0.02%	0.04%	0.08%	Q3 2013	Q3 2023	10
HC FINANCIAL ADVISORS INC	10	10	0.03%	0.04%	0.06%	Q1 2020	Q2 2022	10
Sullivan, Bruyette, Speros & Blaney, LLC	10	10	0.03%	0.05%	0.08%	Q4 2018	Q1 2021	10
A. D. Beadell Investment Counsel, Inc.	10	10	0.32%	0.37%	0.44%	Q1 2014	Q2 2016	10
Oakwell Private Wealth Management, LLC	10	10	0.27%	0.32%	0.37%	Q4 2020	Q1 2023	10
PENOBSCOT WEALTH MANAGEMENT	10	10	1.22%	3.14%	7.22%	Q2 2021	Q3 2023	10
Blue Barn Wealth, LLC	10	10	0.57%	0.79%	1.19%	Q2 2021	Q3 2023	10
First Bancorp, Inc /ME/	9	1	0.48%	0.56%	0.64%	Q1 2021	Q3 2023	10
MADISON INVESTMENT HOLDINGS INC	10	10	0.01%	0.01%	0.01%	Q2 2016	Q3 2018	10
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	8	2	0.01%	0.05%	0.08%	Q4 2014	Q2 2019	10
MidWestOne Financial Group, Inc.	10	10	0.07%	0.09%	0.12%	Q4 2019	Q1 2022	10
AGF INVESTMENTS INC.	10	10	0.00%	0.01%	0.02%	Q3 2015	Q4 2017	10
Ferris Capital, LLC	5	1	0.01%	0.18%	1.32%	Q2 2017	Q1 2022	10
MCIA Inc	10	10	0.20%	0.24%	0.29%	Q2 2017	Q3 2019	10
Argentus Capital Management, LLC	5	1	0.05%	0.26%	0.46%	Q2 2013	Q3 2016	10
Trexquant Investment LP	3	1	0.01%	0.08%	0.28%	Q4 2019	Q3 2023	10
Carlton Hofferkamp & Jenks Wealth Management, LLC	10	10	0.09%	0.11%	0.12%	Q1 2021	Q2 2023	10
Higher Moment Capital LP	4	1	1.82%	7.25%	16.26%	Q1 2015	Q4 2018	10
BANK OF STOCKTON	4	1	0.10%	0.13%	0.15%	Q2 2014	Q1 2022	10
Advisors Preferred, LLC	4	1	0.01%	0.03%	0.06%	Q2 2014	Q4 2021	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.02%	0.08%	0.17%	Q4 2020	Q3 2023	10
Cadence Bank	9	9	0.02%	0.03%	0.03%	Q2 2021	Q2 2023	9
Aletheian Wealth Advisors LLC	9	9	1.92%	2.67%	3.94%	Q4 2021	Q4 2023	9
Ridgewood Investments LLC	6	1	0.07%	0.16%	0.22%	Q1 2017	Q2 2023	9
Vestcor Inc	6	1	0.01%	0.35%	0.54%	Q4 2019	Q3 2023	9
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	9	9	4.16%	4.68%	5.03%	Q4 2013	Q4 2015	9
Stanford Investment Group, Inc.	9	9	0.02%	0.06%	0.12%	Q4 2014	Q4 2016	9
Johanson Financial Advisors, Inc.	4	1	0.04%	0.97%	1.60%	Q4 2015	Q4 2019	9
Torch Wealth Management LLC	6	3	0.12%	0.73%	1.27%	Q4 2013	Q4 2019	9
Cypress Capital, LLC	5	4	0.18%	0.22%	0.23%	Q4 2018	Q2 2022	9
Tranquility Partners, LLC	6	3	0.13%	0.19%	0.24%	Q2 2019	Q1 2022	9
Global Financial Private Capital, Inc	9	9	0.03%	0.04%	0.07%	Q1 2017	Q1 2019	9
Somerset Group LLC	7	2	0.15%	0.79%	1.14%	Q2 2013	Q4 2017	9
Strategic Blueprint, LLC	4	1	0.01%	0.09%	0.19%	Q3 2019	Q3 2023	9
Bowling Portfolio Management LLC	9	9	0.41%	0.52%	0.58%	Q3 2020	Q3 2022	9
Wealth Advisors of Tampa Bay, LLC	9	9	2.68%	3.09%	3.30%	Q4 2017	Q4 2019	9
SUMITOMO LIFE INSURANCE CO	6	3	0.44%	1.44%	2.89%	Q4 2020	Q3 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.10%	0.16%	0.24%	Q4 2019	Q3 2023	9
Fusion Investment Group, LLC	9	9	0.09%	0.25%	0.51%	Q4 2013	Q4 2015	9
WEATHERLY ASSET MANAGEMENT L. P.	9	9	0.06%	0.09%	0.12%	Q2 2016	Q2 2018	9
361 CAPITAL LLC	9	9	0.18%	0.27%	0.41%	Q2 2018	Q2 2020	9
Claybrook Capital, LLC	9	9	0.00%	0.96%	1.29%	Q4 2017	Q4 2019	9
Bernardo Wealth Planning LLC	9	9	0.15%	0.32%	0.45%	Q4 2018	Q4 2020	9
High Falls Advisors, Inc	4	2	0.13%	0.26%	0.30%	Q4 2015	Q4 2021	9
Professional Financial Advisors, LLC	6	1	0.00%	0.21%	1.13%	Q4 2019	Q3 2022	9
Savior LLC	9	9	0.00%	0.04%	0.18%	Q4 2019	Q4 2021	9
Jacobus Wealth Management, Inc.	7	2	0.03%	0.10%	0.15%	Q1 2015	Q3 2017	9
Independent Wealth Network Inc.	9	9	0.40%	0.52%	0.60%	Q3 2021	Q3 2023	9
UNIVEST FINANCIAL Corp	3	1	0.06%	0.09%	0.19%	Q1 2019	Q4 2022	9
Source Financial Advisors LLC	9	9	0.14%	0.29%	0.48%	Q4 2020	Q4 2022	9
Sage Advisory Services, Ltd.Co.	5	1	0.02%	1.95%	4.29%	Q3 2017	Q3 2021	9
StoneX Group Inc.	4	1	0.04%	0.10%	0.17%	Q2 2017	Q4 2021	9
TrueWealth Advisors, LLC	9	9	0.11%	0.26%	0.63%	Q1 2021	Q1 2023	9
GRIES FINANCIAL LLC	9	9	0.13%	0.19%	0.26%	Q3 2021	Q3 2023	9
Cardan Capital Partners, LLC	8	1	0.02%	0.14%	0.18%	Q1 2018	Q1 2021	9
Axiom Financial Strategies, LLC	5	4	0.11%	0.39%	0.70%	Q1 2020	Q2 2022	9
ExodusPoint Capital Management, LP	4	1	0.00%	0.09%	0.58%	Q2 2019	Q4 2022	9
OptiFour Integrated Wealth Management, LLC	9	9	0.15%	0.32%	0.51%	Q4 2017	Q4 2019	9
Elmwood Wealth Management, Inc.	3	1	0.00%	0.02%	0.04%	Q1 2018	Q4 2021	9
Osborn Williams & Donohoe LLC	8	1	0.01%	0.13%	0.18%	Q2 2016	Q1 2019	9
EPG Wealth Management LLC	5	2	0.02%	0.05%	0.20%	Q4 2019	Q3 2023	9
Stearns Financial Services Group	9	9	0.02%	0.03%	0.03%	Q3 2018	Q3 2020	9
Castleview Partners, LLC	8	1	0.01%	0.12%	0.59%	Q2 2021	Q3 2023	9
Strategic Wealth Partners Group, LLC	9	9	0.18%	0.39%	0.71%	Q2 2016	Q2 2018	9
Integrated Wealth Management	9	9	0.24%	0.36%	0.55%	Q1 2015	Q1 2017	9
WESTWOOD HOLDINGS GROUP INC	8	1	0.00%	0.00%	0.01%	Q1 2016	Q4 2019	9
Virtus ETF Advisers LLC	9	9	0.05%	0.40%	0.93%	Q3 2016	Q3 2018	9
Eagle Bay Advisors LLC	6	3	0.01%	0.03%	0.07%	Q2 2021	Q3 2023	9
AWM CAPITAL, LLC	9	9	0.80%	1.21%	2.49%	Q3 2021	Q3 2023	9
PALLADIUM PARTNERS LLC	9	9	0.02%	0.07%	0.15%	Q4 2014	Q4 2016	9
HARBOUR INVESTMENT MANAGEMENT LLC	9	9	0.20%	0.37%	0.45%	Q2 2021	Q2 2023	9
Range Financial Group LLC	9	9	0.62%	0.73%	0.93%	Q1 2021	Q1 2023	9
Legacy Bridge, LLC	9	9	0.00%	0.01%	0.01%	Q3 2021	Q3 2023	9
Whelan Financial	9	9	6.33%	9.86%	11.94%	Q3 2021	Q3 2023	9
CORNERCAP INVESTMENT COUNSEL INC	5	1	0.10%	0.19%	0.34%	Q4 2017	Q1 2022	9
FLAGSTAR ADVISORS INC	9	9	0.90%	1.55%	2.19%	Q3 2021	Q3 2023	9
All Terrain Financial Advisors, LLC	9	9	0.09%	0.11%	0.15%	Q4 2017	Q4 2019	9
Avalon Investment & Advisory	5	1	0.01%	0.01%	0.02%	Q3 2019	Q1 2023	9
Bellwether Advisors, LLC	9	9	0.00%	0.00%	0.01%	Q1 2021	Q1 2023	9
RMB Capital Management, LLC	3	1	0.01%	0.03%	0.06%	Q3 2014	Q3 2019	9
FINANCIAL LIFE ADVISORS	9	9	0.29%	0.68%	1.19%	Q4 2017	Q4 2019	9
Laurel Wealth Planning LLC	9	9	0.01%	0.44%	0.57%	Q3 2021	Q3 2023	9
Capital Group Private Client Services, Inc.	9	9	0.01%	0.02%	0.03%	Q3 2021	Q3 2023	9
Aldebaran Financial Inc.	9	9	0.34%	2.23%	3.55%	Q3 2018	Q3 2020	9
Atlantic Union Bankshares Corp	8	1	0.02%	0.04%	0.12%	Q1 2020	Q3 2022	9
BAR HARBOR WEALTH MANAGEMENT	6	3	0.02%	0.03%	0.04%	Q4 2014	Q3 2023	9
Jentner Corp	4	2	0.14%	0.18%	0.22%	Q3 2019	Q3 2023	9
Bank Julius Baer & Co. Ltd, Zurich	7	2	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	9
Southland Equity Partners LLC	9	9	0.08%	0.84%	1.22%	Q4 2020	Q4 2022	9
GRAY FINANCIAL GROUP /GA /ADV /ADV	9	9	0.82%	1.01%	1.68%	Q4 2014	Q4 2016	9
EXCHANGE TRADED CONCEPTS, LLC	6	1	0.01%	0.39%	2.81%	Q3 2020	Q4 2023	9
FIDELIS iM, LLC	9	9	2.42%	2.97%	3.27%	Q3 2021	Q3 2023	9
MURPHY CAPITAL MANAGEMENT INC	7	2	0.16%	0.36%	0.47%	Q2 2013	Q1 2016	9
SpiderRock Advisors, LLC	3	3	0.00%	0.10%	0.48%	Q1 2017	Q3 2017	9
LOWE BROCKENBROUGH & CO INC	9	9	0.02%	0.04%	0.08%	Q3 2021	Q3 2023	9
BLUESTEIN R H & CO LLC	9	9	0.01%	0.04%	0.07%	Q3 2020	Q3 2022	9
Stone Point Wealth LLC	8	8	0.36%	0.47%	0.78%	Q4 2021	Q3 2023	8
Aspire Wealth Management Corp	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	1.40%	1.82%	2.42%	Q4 2021	Q3 2023	8
BCR Wealth Strategies, LLC	8	8	5.77%	7.40%	9.53%	Q4 2021	Q3 2023	8
Latigo Investments, LLC	8	8	3.26%	4.43%	5.24%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.16%	1.18%	2.53%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.06%	0.25%	0.67%	Q4 2021	Q3 2023	8
LifeGuide Financial Advisors, LLC	8	8	25.46%	33.96%	37.50%	Q4 2021	Q3 2023	8
BNC WEALTH MANAGEMENT, LLC	8	8	0.11%	0.14%	0.18%	Q4 2021	Q3 2023	8
Mystic Asset Management, Inc.	8	8	0.67%	0.75%	0.81%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Capasso Planning Partners LLC	8	8	0.12%	0.61%	1.17%	Q4 2021	Q3 2023	8
Allie Family Office LLC	8	8	4.02%	4.42%	5.39%	Q4 2021	Q3 2023	8
OLD MISSION CAPITAL LLC	2	1	0.02%	0.07%	0.16%	Q1 2017	Q1 2023	8
Forum Financial Management, LP	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
Kavar Capital Partners, LLC	3	1	0.00%	0.00%	0.01%	Q4 2013	Q2 2019	8
Kearns & Associates LLC	8	8	0.39%	0.54%	0.66%	Q4 2021	Q3 2023	8
Family CFO Inc	8	8	1.04%	1.15%	1.29%	Q4 2021	Q3 2023	8
Financial Futures Ltd Liability Co.	8	8	3.66%	4.09%	4.63%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Ulland Investment Advisors, LLC	8	8	0.01%	0.02%	0.02%	Q4 2021	Q3 2023	8
REGATTA CAPITAL GROUP, LLC	8	8	0.35%	0.43%	0.54%	Q4 2021	Q3 2023	8
ETF Store, Inc.	8	8	0.18%	0.28%	0.34%	Q4 2021	Q3 2023	8
O'ROURKE & COMPANY, Inc	8	8	0.22%	0.29%	0.33%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	0.74%	0.87%	1.00%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.02%	0.04%	0.05%	Q4 2021	Q3 2023	8
Upper Left Wealth Management, LLC	8	8	0.38%	0.45%	0.56%	Q4 2021	Q3 2023	8
Bank of Kentucky, Inc.	8	8	0.01%	0.03%	0.08%	Q2 2013	Q1 2015	8
Marion Wealth Management	8	8	0.21%	0.26%	0.33%	Q4 2021	Q3 2023	8
Capital Advisors Wealth Management, LLC	6	2	0.06%	0.11%	0.16%	Q1 2021	Q3 2023	8
KENFARB & CO.	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
Benchmark Investment Advisors LLC	8	8	0.45%	1.43%	2.08%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.44%	0.86%	1.68%	Q4 2021	Q3 2023	8
Lindbrook Capital, LLC	8	8	0.00%	0.02%	0.12%	Q4 2021	Q3 2023	8
City State Bank	8	8	0.04%	0.08%	0.11%	Q4 2021	Q3 2023	8
Carson Advisory Inc.	8	8	0.64%	0.87%	1.20%	Q4 2021	Q3 2023	8
WEALTHSPAN PARTNERS, LLC	8	8	0.20%	0.31%	0.43%	Q4 2021	Q3 2023	8
Bryant Woods Investment Advisors, LLC	8	8	0.31%	0.68%	1.10%	Q4 2021	Q3 2023	8
Covestor Ltd	8	8	0.12%	0.14%	0.15%	Q4 2021	Q3 2023	8
Axiom Advisory, LLC	8	8	2.44%	2.74%	2.99%	Q4 2021	Q3 2023	8
Prosperity Consulting Group, LLC	8	8	0.54%	0.80%	1.20%	Q4 2021	Q3 2023	8
Unconventional Investor, LLC	8	8	2.20%	2.52%	3.51%	Q4 2021	Q3 2023	8
First International Bank & Trust	8	8	0.13%	0.22%	0.34%	Q4 2021	Q3 2023	8
Lenox Wealth Management, Inc.	8	8	0.00%	0.01%	0.02%	Q3 2018	Q2 2020	8
Investment Advisory Group, LLC	8	8	0.62%	0.76%	0.90%	Q4 2021	Q3 2023	8
Fingerlakes Wealth Management, Inc.	8	8	1.23%	1.65%	1.91%	Q4 2021	Q3 2023	8
FORTEM FINANCIAL GROUP, LLC	8	8	0.14%	0.64%	2.21%	Q1 2020	Q4 2021	8
Archvest Wealth Advisors, Inc.	8	8	0.44%	1.28%	1.66%	Q4 2021	Q3 2023	8
Frontier Asset Management, LLC	8	8	1.58%	2.26%	2.86%	Q4 2021	Q3 2023	8
Freedom Day Solutions, LLC	8	8	0.15%	0.66%	1.42%	Q3 2021	Q2 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	1.25%	1.53%	1.89%	Q4 2021	Q3 2023	8
MORRIS FINANCIAL CONCEPTS, INC.	8	8	0.21%	0.31%	0.41%	Q4 2021	Q3 2023	8
Optimal Asset Management, Inc.	8	8	0.05%	0.13%	0.18%	Q4 2019	Q3 2021	8
Verger Capital Management LLC	8	8	1.51%	3.32%	4.14%	Q3 2015	Q2 2017	8
Clal Insurance Enterprises Holdings Ltd	4	4	0.03%	0.07%	0.12%	Q3 2015	Q4 2021	8
Allegis Investment Advisors, LLC	7	1	0.09%	0.43%	1.57%	Q4 2015	Q1 2018	8
Curran Financial Partners, LLC	6	1	0.47%	0.88%	1.05%	Q4 2020	Q2 2023	8
Trinity Legacy Partners, LLC	7	1	0.23%	0.40%	0.57%	Q4 2018	Q3 2023	8
Gratus Capital, LLC	6	2	0.10%	0.15%	0.21%	Q4 2015	Q3 2023	8
TWIN FOCUS CAPITAL PARTNERS, LLC	8	8	0.09%	0.23%	0.28%	Q1 2017	Q4 2018	8
TI-TRUST, INC	8	8	1.13%	1.32%	1.45%	Q4 2021	Q3 2023	8
Verity Asset Management, Inc.	5	1	0.12%	1.48%	3.32%	Q3 2015	Q4 2021	8
Penserra Capital Management LLC	6	2	0.00%	0.02%	0.10%	Q1 2019	Q4 2022	8
GRIFFIN ASSET MANAGEMENT, INC.	8	8	0.03%	0.05%	0.10%	Q4 2021	Q3 2023	8
Apeiron RIA LLC	8	8	0.26%	0.54%	0.91%	Q4 2021	Q3 2023	8
TRUST DEPARTMENT MB FINANCIAL BANK N A	4	1	0.00%	0.01%	0.02%	Q1 2014	Q2 2018	8
Wealthstream Advisors, Inc.	8	8	0.14%	0.24%	0.33%	Q4 2021	Q3 2023	8
Cavalier Investments, LLC	3	2	0.07%	0.38%	0.61%	Q4 2015	Q4 2022	8
Canvas Wealth Advisors, LLC	8	8	0.14%	0.18%	0.24%	Q1 2021	Q4 2022	8
RTD Financial Advisors, Inc.	8	8	8.43%	9.18%	10.13%	Q4 2021	Q3 2023	8
CAMDEN NATIONAL BANK	8	8	0.05%	0.06%	0.06%	Q4 2019	Q3 2021	8
Gitterman Wealth Management, LLC	8	8	0.12%	1.19%	3.51%	Q1 2021	Q4 2022	8
NewEdge Wealth, LLC	8	8	0.03%	0.16%	0.40%	Q4 2021	Q3 2023	8
Renaissance Technologies	2	1	0.00%	0.00%	0.01%	Q1 2018	Q3 2022	8
Alpine Global Management, LLC	2	1	0.06%	0.79%	3.58%	Q2 2014	Q2 2021	8
SENTINEL TRUST CO LBA	4	1	0.03%	0.41%	0.80%	Q1 2016	Q4 2021	8
Grant/GrossMendelsohn, LLC	7	1	0.08%	3.20%	6.90%	Q2 2021	Q2 2023	8
HABERER REGISTERED INVESTMENT ADVISOR INC	8	8	1.47%	1.58%	1.69%	Q2 2013	Q1 2015	8
FourThought Financial, LLC	8	8	0.01%	0.01%	0.02%	Q4 2020	Q3 2022	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.10%	0.13%	0.20%	Q2 2013	Q1 2015	8
XML Financial, LLC	5	3	0.07%	0.20%	0.31%	Q3 2021	Q3 2023	8
TUCKER ASSET MANAGEMENT LLC	7	1	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	8
Itau Unibanco Holding S.A.	4	1	0.02%	0.11%	0.48%	Q4 2016	Q1 2022	8
RPg Family Wealth Advisory, LLC	4	1	0.00%	0.01%	0.01%	Q4 2015	Q1 2022	8
Wavelength Capital Management, LLC	8	8	0.64%	1.95%	3.73%	Q4 2021	Q3 2023	8
Advocacy Wealth Management Services, LLC	3	2	0.00%	0.23%	0.89%	Q2 2013	Q4 2019	8
Watermark Asset Management, Inc.	8	8	0.02%	0.03%	0.04%	Q1 2017	Q4 2018	8
HONEYWELL INTERNATIONAL INC	6	2	0.02%	0.30%	1.38%	Q3 2015	Q1 2018	8
Wellspring Financial Advisors, LLC	4	1	0.06%	0.36%	0.77%	Q1 2020	Q3 2023	8
EverSource Wealth Advisors, LLC	8	8	0.03%	0.05%	0.06%	Q4 2021	Q3 2023	8
Topel & Distasi Wealth Management, LLC	8	8	0.46%	0.50%	0.55%	Q4 2021	Q3 2023	8
MARIPAU WEALTH MANAGEMENT LLC	8	8	0.49%	0.61%	0.85%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	1.57%	2.59%	3.38%	Q4 2021	Q3 2023	8
AXA S.A.	8	8	0.00%	0.00%	0.00%	Q4 2015	Q3 2017	8
STRATEGY ASSET MANAGERS LLC	5	1	0.04%	0.06%	0.11%	Q4 2019	Q1 2022	8
WEST BANCORPORATION INC	4	4	0.06%	0.11%	0.19%	Q4 2019	Q3 2022	8
Close Asset Management Ltd	8	8	0.00%	0.01%	0.01%	Q4 2016	Q3 2018	8
Bromfield Sneider Wealth Advisors	8	8	0.05%	0.08%	0.17%	Q1 2022	Q4 2023	8
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC	8	8	0.02%	0.34%	1.02%	Q4 2015	Q3 2017	8
MBB PUBLIC MARKETS I LLC	8	8	0.20%	0.80%	1.25%	Q4 2021	Q3 2023	8
ASPIRIANT HOLDINGS S3, LLC	8	8	0.09%	0.24%	0.38%	Q1 2014	Q4 2015	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.01%	0.02%	0.02%	Q2 2013	Q1 2015	8
HORIZON BANCORP INC /IN/	4	4	0.08%	0.11%	0.14%	Q4 2019	Q3 2023	8
Financial Enhancement Group LLC	5	3	0.00%	0.02%	0.05%	Q3 2019	Q3 2021	8
MANAGED ACCOUNT ADVISORS LLC	8	8	0.00%	0.02%	0.04%	Q3 2013	Q2 2015	8
Industrial Alliance Investment Management Inc.	8	8	0.18%	1.15%	4.15%	Q4 2021	Q3 2023	8
Banque Cantonale Vaudoise	6	2	0.00%	0.00%	0.01%	Q4 2019	Q1 2023	8
Paladin Advisory Group, LLC	8	8	0.17%	0.31%	0.44%	Q4 2021	Q3 2023	8
Index Fund Advisors, Inc.	8	8	0.04%	0.06%	0.12%	Q4 2021	Q3 2023	8
PICTET ASSET MANAGEMENT SA	8	8	0.00%	0.01%	0.01%	Q3 2021	Q2 2023	8
Aprio Wealth Management, LLC	3	2	0.06%	0.99%	1.85%	Q4 2019	Q2 2023	8
WealthStone, Inc.	8	8	0.40%	0.57%	0.92%	Q2 2019	Q1 2021	8
Washington Trust Advisors, Inc.	8	8	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	8
Bickling Financial Services, Inc.	8	8	0.62%	0.97%	1.15%	Q4 2020	Q3 2022	8
NOESIS CAPITAL MANGEMENT CORP	8	8	0.08%	0.09%	0.10%	Q4 2019	Q3 2021	8
Ameritas Advisory Services, LLC	8	8	0.12%	0.69%	2.34%	Q4 2021	Q3 2023	8
Austin Asset Management Co Inc	8	8	2.05%	2.55%	3.12%	Q4 2021	Q3 2023	8
NORTHCAPE WEALTH MANAGEMENT, LLC	8	8	0.88%	1.12%	1.46%	Q4 2021	Q3 2023	8
ML & R WEALTH MANAGEMENT LLC	8	8	0.30%	0.39%	0.64%	Q4 2021	Q3 2023	8
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	8	8	0.02%	0.03%	0.03%	Q4 2021	Q3 2023	8
Wilson & Boucher Capital Management, LLC	8	8	0.34%	0.46%	0.56%	Q4 2021	Q3 2023	8
JACKSON THORNTON ASSET MANAGEMENT, LLC	8	8	0.05%	0.21%	1.25%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.18%	0.31%	0.52%	Q4 2021	Q3 2023	8
Rise Advisors, LLC	8	8	0.09%	0.25%	0.40%	Q4 2021	Q3 2023	8
Cassady Schiller Wealth Management, LLC	8	8	0.18%	0.36%	0.66%	Q4 2021	Q3 2023	8
Endowment Wealth Management, Inc.	8	8	0.64%	0.81%	1.16%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	2.42%	3.69%	4.99%	Q4 2021	Q3 2023	8
Consilium Wealth Advisory, LLC	8	8	1.08%	2.66%	4.22%	Q4 2021	Q3 2023	8
Athanor Capital, LP	5	3	0.05%	0.72%	1.91%	Q2 2019	Q2 2021	8
WEST PACES ADVISORS INC.	8	8	0.00%	0.02%	0.04%	Q3 2021	Q2 2023	8
Congress Wealth Management LLC / DE /	8	8	0.01%	0.02%	0.04%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.01%	0.08%	Q4 2021	Q3 2023	8
Leonetti & Associates, LLC	8	8	0.43%	0.51%	0.58%	Q1 2017	Q4 2018	8
BALASA DINVERNO & FOLTZ LLC	8	8	0.02%	0.02%	0.03%	Q4 2020	Q3 2022	8
CJM Wealth Advisers, Ltd.	8	8	0.58%	0.91%	1.18%	Q4 2021	Q3 2023	8
Rockwood Wealth Management, LLC	8	8	1.58%	2.42%	2.74%	Q4 2021	Q3 2023	8
American Trust	8	8	0.07%	0.11%	0.14%	Q4 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.20%	0.26%	0.42%	Q4 2021	Q3 2023	8
GPWM LLC	8	8	4.06%	4.95%	5.59%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	0.53%	0.74%	0.92%	Q4 2021	Q3 2023	8
Waypoint Wealth Partners Inc.	8	8	0.32%	0.45%	0.68%	Q4 2020	Q3 2022	8
Ellenbecker Investment Group	6	1	0.07%	1.66%	2.79%	Q4 2017	Q2 2021	8
Stephens Consulting, LLC	8	8	0.02%	0.19%	0.34%	Q4 2021	Q3 2023	8
CAPITAL PERFORMANCE ADVISORS LLP	8	8	0.14%	0.18%	0.21%	Q4 2021	Q3 2023	8
Paulson Wealth Management Inc.	4	1	0.09%	0.11%	0.15%	Q4 2017	Q3 2023	8
Bremer Bank National Association	6	2	0.04%	0.15%	0.27%	Q1 2019	Q4 2021	8
DRIVE WEALTH MANAGEMENT, LLC	8	8	0.08%	0.21%	0.37%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.36%	0.40%	0.52%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	1.48%	4.70%	7.33%	Q4 2021	Q3 2023	8
Anson Capital, Inc.	8	8	1.17%	2.15%	2.92%	Q4 2021	Q3 2023	8
Winthrop Partners - WNY, LLC	8	8	0.98%	1.65%	2.43%	Q4 2017	Q3 2019	8
Retirement Planning Co of New England, Inc.	8	8	0.94%	1.36%	1.58%	Q4 2021	Q3 2023	8
BRIGGS ADVISORY GROUP, INC.	8	8	0.43%	0.61%	0.88%	Q4 2021	Q3 2023	8
Optas, LLC	4	4	0.06%	0.09%	0.13%	Q4 2019	Q1 2022	8
WALLER FINANCIAL PLANNING GROUP, INC	8	8	0.06%	1.00%	1.32%	Q1 2022	Q4 2023	8
Eagle Bluffs Wealth Management LLC	8	8	0.33%	2.02%	4.21%	Q4 2021	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.05%	0.07%	0.11%	Q4 2020	Q3 2022	8
MAS Advisors LLC	8	8	4.64%	9.12%	15.54%	Q4 2021	Q3 2023	8
BAYSHORE ASSET MANAGEMENT, LLC	8	8	3.50%	4.54%	6.32%	Q4 2021	Q3 2023	8
Barden Capital Management, Inc.	8	8	1.09%	1.19%	1.23%	Q4 2021	Q3 2023	8
Sunflower Bank, N.A.	8	8	0.06%	0.07%	0.09%	Q4 2020	Q3 2022	8
IPG Investment Advisors LLC	5	1	0.04%	0.17%	0.27%	Q3 2014	Q1 2022	8
Silver Oak Advisory Group, Inc.	8	8	3.82%	4.41%	4.89%	Q4 2021	Q3 2023	8
CFS Investment Advisory Services, LLC	5	1	0.06%	0.34%	1.13%	Q4 2020	Q2 2023	8
WARNER FINANCIAL, INC	8	8	0.47%	0.57%	0.67%	Q4 2021	Q3 2023	8
Evolution Advisers, Inc.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.32%	1.19%	3.23%	Q4 2021	Q3 2023	8
Sage Investment Advisers LLC	8	8	0.76%	1.20%	1.76%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	0.33%	0.47%	0.60%	Q4 2021	Q3 2023	8
NCM Capital Management, LLC	8	8	0.34%	0.51%	0.66%	Q4 2021	Q3 2023	8
Transform Wealth, LLC	4	1	0.06%	0.38%	0.52%	Q2 2016	Q4 2020	8
PACK Private Wealth, LLC	8	8	3.72%	4.18%	4.39%	Q4 2021	Q3 2023	8
JMAC ENTERPRISES LLC	8	8	0.11%	0.45%	0.89%	Q4 2021	Q3 2023	8
OLIVER LAGORE VANVALIN INVESTMENT GROUP	8	8	0.00%	0.19%	0.48%	Q4 2021	Q3 2023	8
Aquire Wealth Advisors, LLC	8	8	0.94%	1.51%	2.20%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	0.09%	0.17%	0.28%	Q4 2021	Q3 2023	8
GUARDIAN CAPITAL ADVISORS LP	4	4	0.03%	0.03%	0.04%	Q2 2014	Q3 2017	8
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	8	8	0.25%	0.73%	1.14%	Q4 2021	Q3 2023	8
TrueWealth Financial Partners	8	8	8.38%	9.35%	10.76%	Q4 2021	Q3 2023	8
PGIM Custom Harvest LLC	4	4	0.19%	0.61%	1.50%	Q4 2020	Q3 2023	8
WorthPointe, LLC	8	8	0.18%	0.40%	1.20%	Q4 2021	Q3 2023	8
Mechanics Financial Corp	8	8	0.49%	0.60%	0.66%	Q4 2021	Q3 2023	8
New World Advisors LLC	8	8	0.14%	0.20%	0.24%	Q1 2019	Q4 2020	8
FIC CAPITAL INC	8	8	0.37%	0.59%	1.07%	Q3 2013	Q2 2015	8
Strengthening Families & Communities, LLC	8	8	0.01%	0.14%	0.26%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.02%	0.04%	0.06%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.11%	0.21%	0.59%	Q4 2021	Q3 2023	8
TCG Advisory Services, LLC	6	1	0.05%	0.07%	0.08%	Q2 2021	Q2 2023	7
Stellar Capital Management, LLC	4	1	0.08%	0.13%	0.16%	Q2 2018	Q2 2020	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.08%	0.10%	0.14%	Q1 2021	Q4 2022	7
FOUNDERS BANK & TRUST	7	7	0.07%	0.08%	0.08%	Q2 2013	Q4 2014	7
Jane Street Holding, LLC	3	3	0.00%	0.03%	0.09%	Q2 2013	Q4 2013	7
Jump Financial, LLC	3	1	0.02%	0.07%	0.12%	Q3 2020	Q1 2023	7
MCDONALD PARTNERS LLC	7	7	0.04%	0.25%	0.31%	Q4 2020	Q2 2022	7
FOSTER DYKEMA CABOT & CO INC/MA	4	3	0.00%	0.03%	0.06%	Q2 2016	Q3 2023	7
Rockbridge Investment Management, LCC	7	7	1.08%	1.20%	1.41%	Q2 2020	Q4 2021	7
Jackson, Grant Investment Advisers, Inc.	4	3	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	7
RGT Wealth Advisors, LLC	4	3	0.01%	0.09%	0.20%	Q3 2016	Q3 2022	7
Mendel Money Management	7	7	0.12%	0.16%	0.19%	Q1 2022	Q3 2023	7
Cornerstone Advisory, LLC	3	2	0.07%	0.11%	0.19%	Q4 2015	Q4 2021	7
SOUTH GEORGIA CAPITAL, LLC	6	1	0.01%	0.02%	0.03%	Q4 2013	Q3 2015	7
Russell Investments Group, Ltd.	3	2	0.00%	0.21%	0.62%	Q1 2018	Q3 2023	7
Covenant Multifamily Offices, LLC	3	1	0.02%	0.05%	0.10%	Q4 2013	Q3 2021	7
Harvest Fund Management Co., Ltd	6	1	0.01%	0.04%	0.06%	Q1 2019	Q4 2021	7
Pictet North America Advisors SA	7	7	0.16%	0.29%	0.34%	Q3 2018	Q1 2020	7
Polianta Ltd	4	1	2.79%	4.47%	7.36%	Q1 2017	Q1 2022	7
L.M. KOHN & COMPANY	7	7	0.29%	0.38%	0.44%	Q1 2022	Q3 2023	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.06%	0.09%	0.18%	Q1 2022	Q3 2023	7
MANCHESTER FINANCIAL INC	6	1	0.02%	0.02%	0.03%	Q2 2019	Q1 2021	7
Edge Advisors, LLC	7	7	0.03%	0.30%	0.78%	Q4 2016	Q2 2018	7
WIMMER ASSOCIATES 1, LLC	7	7	0.35%	1.30%	1.97%	Q4 2015	Q2 2017	7
THOROUGHBRED FINANCIAL SERVICES, LLC	4	3	0.02%	0.04%	0.06%	Q4 2021	Q3 2023	7
MCDANIEL TERRY & CO	4	3	0.04%	0.05%	0.06%	Q3 2019	Q3 2023	7
WHITENER CAPITAL MANAGEMENT, INC.	5	2	0.03%	0.06%	0.07%	Q4 2017	Q3 2019	7
Ahrens Investment Partners LLC	3	1	0.03%	0.09%	0.15%	Q2 2019	Q1 2023	7
COUNTRY CLUB BANK /GFN	7	7	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	7
CITIZENS & NORTHERN CORP	7	7	0.17%	0.18%	0.19%	Q1 2014	Q3 2015	7
Stratos Investment Management, LLC	4	1	0.04%	0.15%	0.33%	Q3 2021	Q3 2023	7
RIVERHEAD CAPITAL MANAGEMENT LLC	7	7	0.85%	1.15%	1.57%	Q2 2013	Q4 2014	7
SYM FINANCIAL Corp	4	1	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	7
Leicht Financial Planning & Wealth Management, Inc.	7	7	0.47%	2.10%	4.40%	Q3 2018	Q1 2020	7
Pillar Wealth Advisors, LLC	7	7	0.17%	0.26%	0.35%	Q4 2021	Q2 2023	7
Capital Wealth Planning, LLC	3	1	0.01%	0.13%	0.19%	Q3 2013	Q3 2019	7
GREENLEAF TRUST	3	1	0.00%	0.01%	0.01%	Q2 2017	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.02%	0.07%	0.09%	Q1 2022	Q3 2023	7
Zions Trust, National Association	7	7	0.08%	0.20%	0.48%	Q2 2013	Q4 2014	7
SOUTH TEXAS MONEY MANAGEMENT LTD	3	2	0.01%	0.77%	1.48%	Q2 2013	Q3 2019	7
OIKOS HOLDINGS LLC	7	7	3.38%	8.44%	13.70%	Q1 2022	Q3 2023	7
RELIANCE TRUST CO	7	7	0.29%	0.37%	0.53%	Q2 2013	Q4 2014	7
Aviance Capital Partners, LLC	7	7	0.11%	0.17%	0.22%	Q2 2016	Q4 2017	7
MAPLE SECURITIES USA INC	5	2	0.05%	0.19%	0.38%	Q2 2013	Q1 2015	7
Hilton Capital Management, LLC	6	1	0.00%	0.07%	0.28%	Q3 2017	Q3 2019	7
Foresight Wealth Management, LLC	7	7	0.10%	0.40%	1.04%	Q4 2018	Q2 2020	7
Bensler, LLC	7	7	0.04%	0.05%	0.07%	Q1 2022	Q3 2023	7
WealthPLAN Partners, LLC	2	1	0.01%	0.05%	0.16%	Q4 2015	Q2 2023	7
Opera Trading Capital	4	1	0.02%	0.99%	2.16%	Q3 2016	Q4 2018	7
RED CEDAR INVESTMENT MANAGEMENT, LLC	7	7	1.19%	2.79%	10.62%	Q3 2018	Q1 2020	7
Avitas Wealth Management LLC	7	7	0.10%	0.12%	0.14%	Q2 2018	Q4 2019	7
TIAA Kaspick, LLC	7	7	2.30%	3.16%	4.10%	Q4 2018	Q2 2020	7
USAdvisors Wealth Management, LLC	3	1	0.09%	0.15%	0.18%	Q1 2018	Q3 2021	7
Horizons Wealth Management	7	7	7.64%	8.24%	9.14%	Q2 2022	Q4 2023	7
Warwick Investment Management, Inc.	4	3	0.49%	1.51%	2.26%	Q4 2021	Q3 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	0.02%	0.04%	0.05%	Q1 2022	Q3 2023	7
Altium Wealth Management LLC	4	1	0.04%	0.11%	0.28%	Q4 2017	Q4 2019	7
Atria Wealth Solutions, Inc.	7	7	0.19%	0.23%	0.35%	Q1 2022	Q3 2023	7
ParenteBeard Wealth Management, LLC	7	7	0.10%	0.89%	1.71%	Q2 2013	Q4 2014	7
First Western Trust Bank	7	7	0.05%	0.07%	0.08%	Q1 2022	Q3 2023	7
Safeguard Financial, LLC	7	7	0.36%	1.03%	2.45%	Q1 2022	Q3 2023	7
Private Wealth Group, LLC	6	1	0.26%	0.39%	0.57%	Q4 2017	Q3 2019	7
Landmark Bank	7	7	2.05%	4.66%	6.09%	Q2 2018	Q4 2019	7
HUTCHENS INVESTMENT MANAGEMENT INC	4	3	0.00%	0.40%	0.50%	Q1 2016	Q4 2017	7
Beacon Capital Management, LLC	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	6	1	0.02%	0.06%	0.07%	Q2 2018	Q3 2023	7
West Coast Financial LLC	7	7	0.04%	0.06%	0.08%	Q3 2020	Q1 2022	7
Tyler-Stone Wealth Management	5	2	0.06%	0.09%	0.10%	Q4 2021	Q3 2023	7
KilterHowling LLC	7	7	0.21%	0.36%	0.50%	Q4 2021	Q2 2023	7
Spinnaker Investment Group, LLC	5	2	0.17%	0.23%	0.31%	Q4 2021	Q3 2023	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.00%	0.01%	0.02%	Q4 2021	Q2 2023	7
Hoover Financial Advisors, Inc.	7	7	0.02%	0.08%	0.19%	Q4 2019	Q2 2021	7
First Allied Asset Management, Inc.	5	2	0.50%	1.27%	1.80%	Q2 2013	Q1 2015	7
Perfromance Wealth Partners, LLC	7	7	0.02%	0.27%	0.50%	Q4 2021	Q2 2023	7
Magnolia Wealth Management, LLC	4	3	5.64%	6.19%	6.78%	Q4 2021	Q3 2023	7
HARVEST VOLATILITY MANAGEMENT LLC	5	2	0.01%	0.04%	0.07%	Q4 2020	Q4 2022	7
Yellowstone Partners, LLC	5	2	0.14%	0.72%	1.19%	Q3 2015	Q4 2017	7
Placemark Investments, Inc.	7	7	0.05%	0.17%	0.29%	Q2 2013	Q4 2014	7
CCG WEALTH MANAGEMENT, LLC	6	1	0.12%	0.59%	0.84%	Q4 2018	Q1 2022	7
LAKE STREET PRIVATE WEALTH, LLC	7	7	0.33%	0.62%	1.23%	Q1 2022	Q3 2023	7
Mechanics Bank Trust Department	3	1	0.00%	0.04%	0.06%	Q3 2016	Q1 2023	7
Summit Equities Inc	7	7	0.05%	0.09%	0.13%	Q1 2017	Q3 2018	7
Waypoint Capital Advisors, LLC	6	1	0.61%	1.20%	1.52%	Q4 2021	Q3 2023	7
ARGENT TRUST Co	7	7	0.20%	0.22%	0.23%	Q4 2015	Q2 2017	7
Trustees of the Smith College	7	7	3.00%	6.72%	12.13%	Q1 2022	Q3 2023	7
Keudell/Morrison Wealth Management	4	3	0.07%	1.20%	2.79%	Q3 2020	Q4 2022	7
Argent Advisors, Inc.	6	1	0.10%	0.23%	0.26%	Q4 2019	Q1 2022	7
Olympiad Research LP	7	7	0.17%	1.11%	2.73%	Q1 2021	Q3 2022	7
TCF National Bank	7	7	0.22%	0.25%	0.28%	Q3 2019	Q1 2021	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.15%	0.26%	0.47%	Q2 2013	Q4 2014	7
Ayalon Insurance Comp Ltd.	7	7	0.02%	0.03%	0.03%	Q1 2015	Q3 2016	7
SJS Investment Consulting Inc.	5	2	0.05%	0.20%	0.42%	Q4 2021	Q3 2023	7
Teamwork Financial Advisors, LLC	7	7	0.04%	0.06%	0.11%	Q2 2020	Q4 2021	7
McElhenny Sheffield Capital Management, LLC	4	1	0.03%	0.32%	1.02%	Q3 2021	Q3 2023	7
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	0.21%	0.28%	0.37%	Q1 2022	Q3 2023	7
GRIMES & COMPANY, INC.	3	1	0.02%	0.02%	0.03%	Q1 2016	Q4 2019	7
Advisory Services & Investments, LLC	7	7	0.28%	1.33%	1.81%	Q1 2021	Q3 2022	7
Marquette Asset Management, LLC	5	1	0.01%	0.06%	0.08%	Q3 2018	Q3 2021	7
Penobscot Investment Management Company, Inc.	7	7	0.12%	0.16%	0.21%	Q2 2015	Q4 2016	7
20/20 Capital Management, Inc.	7	7	0.46%	0.54%	0.67%	Q4 2019	Q2 2021	7
SkyView Investment Advisors, LLC	7	7	0.13%	0.19%	0.32%	Q4 2020	Q2 2022	7
Tranquilli Financial Advisor LLC	6	1	2.30%	3.15%	3.79%	Q4 2020	Q3 2023	7
McNaughton Wealth Management, LLC	4	3	0.20%	0.32%	0.63%	Q4 2019	Q3 2023	7
Houlihan Financial Resource Group, Ltd.	3	1	1.48%	1.91%	2.32%	Q4 2019	Q3 2023	7
DB Wealth Management Group, LLC	7	7	0.00%	0.01%	0.01%	Q1 2021	Q3 2022	7
NORWOOD FINANCIAL CORP	6	1	0.02%	0.06%	0.11%	Q4 2021	Q3 2023	7
Coombe, Bender & Co LLC	6	6	1.70%	1.93%	2.13%	Q2 2022	Q3 2023	6
ICA Group Wealth Management, LLC	6	6	0.04%	0.04%	0.06%	Q1 2022	Q2 2023	6
MIRABELLA FINANCIAL SERVICES LLP	6	6	0.04%	1.24%	3.24%	Q3 2021	Q4 2022	6
MUNDER CAPITAL MANAGEMENT	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
Independent Portfolio Consultants, Inc.	6	6	0.01%	0.01%	0.02%	Q2 2014	Q3 2015	6
RBA Wealth Management, LLC	3	3	0.10%	0.11%	0.13%	Q4 2021	Q2 2023	6
Corsicana & Co.	6	6	0.09%	0.10%	0.10%	Q2 2021	Q3 2022	6
PRIVATE TRUST CO NA	6	6	0.08%	0.10%	0.12%	Q2 2022	Q3 2023	6
Wealth Quarterback LLC	4	2	0.07%	0.25%	0.42%	Q4 2019	Q3 2021	6
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	6	6	0.23%	2.83%	5.61%	Q2 2013	Q3 2014	6
Willingdon Wealth Management	6	6	0.00%	0.63%	0.78%	Q4 2018	Q1 2020	6
Y-Intercept (Hong Kong) Ltd	3	1	0.03%	0.08%	0.14%	Q1 2021	Q4 2022	6
Sapphire Star Partners LP	6	6	0.86%	1.02%	1.21%	Q3 2017	Q4 2018	6
DigitalBridge Group, Inc.	6	6	0.24%	0.38%	0.64%	Q2 2022	Q3 2023	6
WBI INVESTMENTS, LLC	3	1	0.01%	0.02%	0.07%	Q4 2014	Q1 2018	6
Blossom Wealth Management	4	2	0.65%	0.89%	1.02%	Q4 2021	Q3 2023	6
Morling Financial Advisors, LLC	6	6	0.00%	0.03%	0.09%	Q2 2022	Q3 2023	6
KMS FINANCIAL SERVICES, INC	6	6	0.46%	0.52%	0.56%	Q2 2013	Q3 2014	6
Addison Capital Co	6	6	0.13%	0.14%	0.16%	Q4 2021	Q1 2023	6
PHILADELPHIA TRUST CO	6	6	0.03%	0.04%	0.04%	Q3 2018	Q4 2019	6
Flaharty Asset Management, LLC	6	6	0.13%	0.22%	0.33%	Q2 2022	Q3 2023	6
Total Clarity Wealth Management, Inc.	2	1	0.00%	0.05%	0.15%	Q4 2019	Q3 2023	6
Bull Street Advisors, LLC	6	6	0.11%	0.12%	0.12%	Q1 2021	Q2 2022	6
Clean Yield Group	3	1	0.00%	0.01%	0.02%	Q1 2015	Q1 2020	6
Polaris Wealth Advisory Group, LLC	3	3	0.00%	2.02%	4.57%	Q1 2016	Q3 2018	6
Strategies Wealth Advisors, LLC	3	3	0.06%	0.09%	0.13%	Q4 2021	Q2 2023	6
Halpern Financial, Inc.	5	1	0.01%	0.31%	0.47%	Q3 2021	Q1 2023	6
GUARDIAN WEALTH ADVISORS, LLC / NC	6	6	0.02%	0.03%	0.04%	Q2 2022	Q3 2023	6
BRAVE ASSET MANAGEMENT INC	6	6	0.01%	0.22%	0.44%	Q2 2016	Q3 2017	6
CEDAR HILL ASSOCIATES, LLC	6	6	0.17%	0.20%	0.30%	Q3 2017	Q4 2018	6
Blue Trust, Inc.	6	6	0.23%	0.29%	0.38%	Q2 2022	Q3 2023	6
Independence Trust CO	5	1	0.15%	0.26%	0.39%	Q4 2014	Q3 2016	6
INVESTORS TRUST INC	6	6	0.40%	0.80%	1.59%	Q2 2013	Q3 2014	6
ADVOCATE GROUP LLC	6	6	0.08%	0.11%	0.12%	Q2 2022	Q3 2023	6
Castle Rock Wealth Management, LLC	4	1	0.19%	0.51%	0.77%	Q4 2017	Q2 2020	6
CAPITAL MANAGEMENT CORP /VA	6	6	0.07%	0.08%	0.08%	Q2 2019	Q3 2020	6
SAGE FINANCIAL GROUP INC	6	6	0.04%	0.47%	0.70%	Q2 2022	Q3 2023	6
RONALD BLUE & CO LLC	6	6	0.03%	0.06%	0.07%	Q1 2016	Q2 2017	6
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	5	1	0.00%	0.02%	0.04%	Q3 2018	Q1 2022	6
Dalton Investments LLC	6	6	0.05%	0.07%	0.08%	Q2 2013	Q3 2014	6
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	6	6	0.03%	0.06%	0.09%	Q2 2013	Q3 2014	6
O'Dell Group, LLC	5	1	0.02%	0.03%	0.03%	Q3 2021	Q2 2023	6
Procyon Advisors, LLC	3	3	0.00%	0.12%	0.25%	Q4 2019	Q2 2023	6
IRON Financial LLC	5	1	0.12%	0.65%	3.28%	Q2 2014	Q3 2022	6
Highwater Wealth Management, LLC	6	6	1.41%	3.62%	5.31%	Q3 2016	Q4 2017	6
Freedman Financial Associates, Inc.	6	6	0.20%	0.22%	0.24%	Q4 2020	Q1 2022	6
Elite Wealth Management, Inc.	5	1	0.01%	0.33%	1.00%	Q2 2013	Q4 2014	6
Coston, McIsaac & Partners	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
WOODWARD DIVERSIFIED CAPITAL, LLC	6	6	0.59%	0.63%	0.73%	Q4 2020	Q1 2022	6
Astor Investment Management LLC	3	3	0.02%	2.20%	4.67%	Q1 2019	Q2 2022	6
Global X Management CO LLC	4	2	0.03%	0.09%	0.21%	Q4 2014	Q3 2016	6
Greenspring Advisors, LLC	6	6	0.36%	0.46%	0.52%	Q4 2021	Q1 2023	6
Fiduciary Wealth Partners, LLC	6	6	0.11%	0.24%	0.34%	Q4 2015	Q1 2017	6
Atlas Private Wealth Advisors	6	6	0.08%	0.10%	0.13%	Q2 2020	Q3 2021	6
Sunbelt Securities, Inc.	3	1	0.00%	0.05%	0.18%	Q4 2016	Q3 2023	6
Arcus Capital Partners, LLC	5	1	0.01%	0.53%	0.69%	Q1 2018	Q4 2022	6
Collaborative Wealth Managment Inc.	4	1	0.21%	0.25%	0.27%	Q1 2021	Q1 2023	6
EDMOND DE ROTHSCHILD (SUISSE) S.A.	6	6	0.69%	1.56%	3.15%	Q2 2015	Q3 2016	6
CYPRESS FINANCIAL PLANNING LLC	6	6	4.50%	4.74%	5.04%	Q2 2022	Q3 2023	6
Highland Financial Advisors, LLC	6	6	2.22%	2.45%	2.86%	Q2 2022	Q3 2023	6
U.S. Capital Wealth Advisors, LLC	6	6	0.01%	0.02%	0.04%	Q3 2021	Q4 2022	6
Edmond de Rothschild (Europe)	6	6	0.01%	0.37%	2.14%	Q2 2015	Q3 2016	6
McCarthy Asset Management, Inc.	6	6	0.03%	0.03%	0.03%	Q4 2020	Q1 2022	6
CHERRYDALE WEALTH MANAGEMENT, LLC	6	6	1.07%	1.60%	2.19%	Q3 2022	Q4 2023	6
Meridian Wealth Partners, LLC	6	6	0.01%	0.02%	0.03%	Q4 2019	Q1 2021	6
COMMUNITY BANK SYSTEM, INC.	6	6	0.39%	0.45%	0.53%	Q2 2013	Q3 2014	6
ARGENT TRUST COMPANY, N.A.	6	6	0.24%	0.26%	0.28%	Q2 2014	Q3 2015	6
Schonfeld Strategic Advisors LLC	5	1	0.00%	0.03%	0.07%	Q1 2020	Q3 2023	6
US FINANCIAL ADVISORS, LLC	6	6	0.01%	0.60%	1.04%	Q4 2014	Q1 2016	6
Passive Capital Management, LLC.	6	6	19.41%	22.99%	29.83%	Q4 2021	Q1 2023	6
Forum Private Client Group LLC	6	6	0.30%	0.40%	0.46%	Q1 2022	Q2 2023	6
ELEMENT POINTE ADVISORS, LLC	3	1	0.12%	0.38%	0.64%	Q4 2018	Q3 2020	6
MBL Wealth, LLC	4	1	0.15%	0.39%	0.53%	Q1 2021	Q4 2022	6
Global Beta Advisors LLC	6	6	8.43%	10.52%	11.64%	Q4 2018	Q1 2020	6
Buckingham Capital Management, Inc.	6	6	0.07%	0.25%	0.55%	Q2 2013	Q3 2014	6
Stone Asset Management Inc.	6	6	0.48%	0.67%	0.86%	Q4 2021	Q1 2023	6
Stillwater Capital Advisors, LLC	6	6	0.09%	0.14%	0.16%	Q3 2015	Q4 2016	6
LIBRA WEALTH LLC	6	6	0.01%	0.23%	0.32%	Q2 2022	Q3 2023	6
Gould Capital, LLC	6	6	0.00%	0.00%	0.00%	Q4 2021	Q1 2023	6
SMI Advisory Services, LLC	6	6	0.08%	13.39%	17.24%	Q1 2021	Q2 2022	6
WMG Financial Advisors, LLC	6	6	0.19%	0.36%	0.47%	Q4 2021	Q1 2023	6
Delphi Private Advisors LLC	5	1	0.02%	0.10%	0.44%	Q4 2016	Q2 2019	6
Hills Bank & Trust Co	5	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2022	6
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	6	6	0.19%	0.73%	1.20%	Q2 2019	Q3 2020	6
Riverview Capital Advisers, LLC	6	6	0.11%	0.15%	0.16%	Q4 2021	Q1 2023	6
TMD & ASSOCIATES, INC	5	1	0.95%	2.58%	4.32%	Q4 2015	Q2 2018	6
FOUNDERS FINANCIAL SECURITIES LLC	6	6	0.05%	0.10%	0.14%	Q2 2022	Q3 2023	6
ADVISOR PARTNERS LLC	3	1	0.02%	0.06%	0.12%	Q1 2014	Q2 2022	6
Financial & Tax Architects, LLC	5	1	0.63%	0.86%	1.23%	Q1 2021	Q3 2023	6
RVW Wealth, LLC	5	1	0.02%	0.04%	0.06%	Q1 2020	Q4 2023	6
1919 Investment Counsel, LLC	6	6	0.07%	0.08%	0.11%	Q2 2013	Q3 2014	6
Homrich & Berg	4	2	0.02%	0.03%	0.04%	Q1 2015	Q3 2021	6
RKL Wealth Management LLC	6	6	0.03%	0.05%	0.07%	Q1 2022	Q2 2023	6
Householder Group Estate & Retirement Specialist, LLC	4	1	0.05%	0.26%	0.48%	Q4 2021	Q3 2023	6
PROVENCE WEALTH MANAGEMENT GROUP	5	1	0.04%	0.25%	0.34%	Q4 2021	Q3 2023	6
Corbenic Partners LLC	6	6	0.00%	0.00%	0.00%	Q3 2013	Q4 2014	6
jvl associates llc	6	6	0.55%	1.32%	2.10%	Q4 2018	Q1 2020	6
Clearstead Trust, LLC	5	1	0.01%	0.03%	0.06%	Q4 2018	Q3 2023	6
VisionPoint Advisory Group, LLC	4	2	0.00%	0.05%	0.10%	Q1 2019	Q3 2023	6
Stifel Trust Company, N.A.	6	6	0.04%	0.04%	0.04%	Q2 2013	Q3 2014	6
TPG Financial Advisors, LLC	6	6	0.25%	0.32%	0.37%	Q4 2018	Q1 2020	6
WFA of San Diego, LLC	2	1	0.01%	0.03%	0.10%	Q2 2020	Q3 2023	5
Echo Street Capital Management LLC	4	1	0.22%	0.88%	1.64%	Q2 2016	Q4 2019	5
Advisor Resource Council	5	5	0.09%	0.23%	0.35%	Q2 2021	Q2 2022	5
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
BHF RG Capital Inc.	3	2	0.16%	0.72%	1.25%	Q4 2019	Q2 2021	5
IFS Advisors, LLC	5	5	0.00%	0.03%	0.08%	Q3 2022	Q3 2023	5
Morton Brown Family Wealth, LLC	4	1	0.05%	0.15%	0.22%	Q4 2021	Q3 2023	5
Summit Financial, LLC	3	2	0.08%	0.09%	0.12%	Q4 2018	Q1 2020	5
Zullo Investment Group, Inc.	5	5	0.12%	0.19%	0.22%	Q4 2021	Q4 2022	5
New Millennium Group LLC	5	5	0.00%	0.01%	0.02%	Q2 2022	Q2 2023	5
WILMINGTON TRUST CO	5	5	0.03%	0.04%	0.07%	Q2 2013	Q2 2014	5
Shulman DeMeo Asset Management LLC	5	5	0.09%	0.09%	0.10%	Q1 2019	Q1 2020	5
Onyx Bridge Wealth Group LLC	3	2	0.09%	0.16%	0.31%	Q2 2021	Q3 2023	5
Landsberg, Bennett, & Dubbaneh LLC	5	5	0.76%	1.85%	2.30%	Q4 2018	Q4 2019	5
RESOLUTE FINANCIAL, LLC	5	5	0.25%	0.32%	0.37%	Q4 2021	Q4 2022	5
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	5	5	0.38%	0.51%	0.82%	Q2 2021	Q2 2022	5
SBK Financial, Inc.	5	5	0.43%	0.51%	0.57%	Q4 2021	Q4 2022	5
Salient Capital Advisors, LLC	4	1	0.00%	0.01%	0.01%	Q1 2015	Q1 2017	5
AlphaCentric Advisors LLC	5	5	0.05%	0.07%	0.08%	Q4 2020	Q4 2021	5
Threshold Group LLC	5	5	5.38%	10.52%	13.24%	Q3 2016	Q3 2017	5
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	5	5	0.22%	0.32%	0.44%	Q1 2020	Q1 2021	5
High Net Worth Advisory Group LLC	5	5	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	5
American Financial Network Advisory Services LLC	3	2	0.07%	0.27%	0.60%	Q3 2017	Q3 2019	5
Spartan Planning & Wealth Management	4	1	0.00%	0.16%	0.78%	Q1 2022	Q3 2023	5
UNIONVIEW, LLC	5	5	0.23%	0.25%	0.28%	Q3 2022	Q3 2023	5
BT Wealth Management LLC	4	1	0.06%	0.13%	0.38%	Q4 2018	Q1 2022	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.80%	1.05%	1.30%	Q4 2018	Q4 2019	5
Eidelman Virant Capital	5	5	0.08%	0.16%	0.24%	Q3 2021	Q3 2022	5
Hall Kathryn A.	3	2	0.48%	5.98%	9.90%	Q2 2014	Q1 2019	5
Gupta Wealth Management LLC	5	5	0.04%	0.12%	0.23%	Q1 2015	Q1 2016	5
DHK Financial Advisors, Inc.	5	5	0.81%	1.22%	1.66%	Q3 2022	Q3 2023	5
Trek Financial, LLC	5	5	0.12%	0.31%	0.42%	Q4 2018	Q4 2019	5
FIRST BUSINESS FINANCIAL SERVICES, INC.	4	1	0.06%	1.96%	2.86%	Q4 2018	Q1 2023	5
TRANSATLANTIQUE PRIVATE WEALTH LLC	5	5	0.12%	0.14%	0.16%	Q3 2022	Q3 2023	5
Greystone Financial Group, LLC	5	5	0.17%	0.27%	0.40%	Q2 2021	Q2 2022	5
Legacy Capital Partners, Inc.	4	1	0.07%	0.14%	0.17%	Q2 2014	Q4 2021	5
Kinloch Capital, LLC	4	1	0.08%	0.72%	1.10%	Q4 2020	Q1 2022	5
W.H. Cornerstone Investments Inc.	5	5	0.25%	0.33%	0.39%	Q3 2022	Q3 2023	5
NorthLanding Financial Partners, LLC	5	5	1.59%	1.70%	1.78%	Q3 2022	Q3 2023	5
Quadrant Capital Management, LLC	5	5	0.23%	0.42%	0.54%	Q4 2018	Q4 2019	5
Transparent Wealth Partners LLC	4	1	0.23%	0.27%	0.35%	Q4 2021	Q1 2023	5
Fortress Investment Group LLC	5	5	0.19%	0.27%	0.33%	Q4 2015	Q4 2016	5
Steward Financial Group LLC	4	1	0.45%	0.62%	0.78%	Q4 2021	Q2 2023	5
James J. Burns & Company, LLC	5	5	0.09%	0.35%	0.51%	Q3 2022	Q3 2023	5
Dakota Community Bank & Trust NA	5	5	0.10%	0.29%	1.01%	Q3 2022	Q3 2023	5
David Kennon Inc	5	5	2.64%	2.85%	3.00%	Q3 2022	Q3 2023	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.03%	0.04%	0.06%	Q4 2016	Q4 2017	5
Synergy Financial Group, LTD	5	5	0.35%	0.42%	0.54%	Q3 2022	Q3 2023	5
NWK Group, Inc.	5	5	0.00%	0.00%	0.01%	Q3 2020	Q3 2021	5
B.O.S.S. Retirement Advisors, LLC	5	5	0.09%	0.10%	0.11%	Q4 2022	Q4 2023	5
Silverleafe Capital Partners, LLC	4	1	0.14%	0.24%	0.55%	Q1 2019	Q4 2020	5
Cabot-Wellington, LLC	5	5	0.08%	0.09%	0.10%	Q1 2014	Q1 2015	5
Compass Financial Group, INC/SD	5	5	0.07%	0.08%	0.10%	Q4 2022	Q4 2023	5
XPONANCE, INC.	5	5	0.32%	5.37%	7.21%	Q4 2015	Q4 2016	5
EUDAIMONIA ADVISORS LLC	3	2	0.26%	0.30%	0.37%	Q4 2021	Q3 2023	5
HHG & Company, LLC	5	5	0.50%	0.77%	1.16%	Q2 2013	Q2 2014	5
Reservoir Operations, L.P.	5	5	0.01%	0.01%	0.01%	Q4 2013	Q4 2014	5
ROMANO BROTHERS AND COMPANY	5	5	0.02%	0.06%	0.08%	Q3 2022	Q3 2023	5
Pinkerton Retirement Specialists, LLC	3	1	0.00%	0.31%	0.56%	Q2 2016	Q2 2018	5
BERRY GROUP, LLC	5	5	1.00%	1.36%	1.61%	Q4 2019	Q4 2020	5
Crescent Capital Consulting, LLC	5	5	0.96%	1.36%	1.55%	Q4 2020	Q4 2021	5
Clarus Wealth Advisors	5	5	0.05%	0.06%	0.10%	Q2 2018	Q2 2019	5
CEDAR CAPITAL, LLC	5	5	0.21%	0.82%	1.02%	Q3 2020	Q3 2021	5
First American Bank	3	2	0.02%	0.14%	0.29%	Q1 2016	Q4 2017	5
Wilmington Trust, National Association	5	5	0.06%	0.16%	0.25%	Q2 2013	Q2 2014	5
GUGGENHEIM CAPITAL LLC	5	5	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	5
Holistic Financial Partners	2	1	0.12%	0.15%	0.18%	Q4 2017	Q4 2020	5
Vise Technologies, Inc.	5	5	0.07%	0.12%	0.17%	Q3 2022	Q3 2023	5
PACIFIC FINANCIAL GROUP INC	4	1	0.00%	1.39%	2.36%	Q4 2014	Q1 2022	5
Pendal Group Ltd	3	2	0.02%	0.03%	0.03%	Q1 2019	Q3 2020	5
CoreCap Advisors, LLC	5	5	0.03%	0.06%	0.14%	Q4 2021	Q4 2022	5
Landmark Wealth Management, LLC	3	1	0.10%	0.15%	0.18%	Q1 2022	Q3 2023	5
RWA WEALTH PARTNERS, LLC	2	1	0.00%	0.01%	0.04%	Q1 2018	Q3 2023	5
ACCURATE INVESTMENT SOLUTIONS, INC.	5	5	0.00%	0.40%	1.99%	Q3 2017	Q3 2018	5
First National Bank of Mount Dora, Trust Investment Services	4	1	0.06%	0.07%	0.07%	Q2 2021	Q1 2023	5
FIRST HORIZON CORP	4	1	0.35%	0.46%	0.72%	Q2 2013	Q2 2021	5
Centennial Wealth Advisory LLC	3	2	0.54%	1.62%	2.41%	Q4 2020	Q2 2022	5
LILLEY & CO	5	5	2.19%	2.45%	2.90%	Q2 2013	Q2 2014	5
TCG Advisors, LP	3	2	0.01%	0.24%	0.53%	Q1 2019	Q2 2020	5
Seminole Management Co., Inc.	5	5	0.66%	1.66%	2.04%	Q1 2015	Q1 2016	5
Blueprint Investment Partners LLC	3	2	0.08%	0.78%	1.92%	Q4 2021	Q3 2023	5
ALTFEST L J & CO INC	5	5	1.01%	1.82%	2.09%	Q3 2022	Q3 2023	5
Heartwood Wealth Advisors LLC	5	5	0.39%	0.45%	0.52%	Q4 2019	Q4 2020	5
Clear Perspectives Financial Planning, LLC	5	5	0.01%	0.01%	0.01%	Q3 2021	Q3 2022	5
KELLOGG W K FOUNDATION TRUST	4	1	0.34%	0.67%	1.15%	Q4 2016	Q1 2020	5
JACOBS & CO/CA	5	5	0.08%	0.08%	0.10%	Q2 2013	Q2 2014	5
BERKSHIRE ASSET MANAGEMENT LLC/PA	5	5	0.02%	0.03%	0.03%	Q1 2022	Q1 2023	5
SPINNAKER TRUST	2	1	0.02%	0.15%	0.35%	Q1 2015	Q2 2022	5
Wilmington Trust Investment Management, LLC	5	5	0.21%	0.27%	0.39%	Q2 2013	Q2 2014	5
HawsGoodwin Investment Management LLC	3	2	0.00%	0.04%	0.06%	Q4 2019	Q4 2021	5
AlphaCore Capital LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
CORBETT ROAD CAPITAL MANAGEMENT, LLC	5	5	0.37%	0.54%	0.98%	Q4 2019	Q4 2020	5
Iyo Bank, Ltd.	5	5	11.45%	21.60%	28.18%	Q4 2021	Q4 2022	5
BLUEFIN CAPITAL MANAGEMENT, LLC	3	2	0.02%	0.04%	0.07%	Q3 2021	Q4 2022	5
Fidato Wealth LLC	5	5	8.71%	9.24%	9.68%	Q4 2021	Q4 2022	5
Gary Goldberg Planning Services Inc	5	5	0.03%	0.03%	0.04%	Q4 2013	Q4 2014	5
Camelot Portfolios, LLC	5	5	0.15%	0.32%	0.43%	Q1 2018	Q1 2019	5
Clear Perspective Advisors, LLC	5	5	0.04%	0.05%	0.06%	Q2 2017	Q2 2018	5
GAMCO INVESTORS, INC. ET AL	4	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	5
General Partner, Inc.	5	5	0.61%	0.68%	0.73%	Q4 2022	Q4 2023	5
AMUSSEN HUNSAKER ASSOCIATES LLC	2	1	0.03%	0.05%	0.06%	Q2 2018	Q1 2022	5
Prairiewood Capital, LLC	5	5	0.56%	0.77%	1.12%	Q3 2022	Q3 2023	5
Cumberland Partners Ltd	3	2	0.03%	0.06%	0.08%	Q2 2021	Q3 2022	5
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	5	5	1.09%	3.22%	5.61%	Q2 2021	Q2 2022	5
Sowa Financial Group, Inc.	5	5	0.03%	0.06%	0.10%	Q4 2019	Q4 2020	5
LYELL WEALTH MANAGEMENT, LP	5	5	0.02%	0.03%	0.03%	Q2 2021	Q2 2022	5
Marietta Wealth Management, LLC	5	5	0.11%	0.18%	0.21%	Q1 2021	Q1 2022	5
Blume Capital Management, Inc.	5	5	0.01%	0.06%	0.18%	Q4 2013	Q4 2014	5
Summit X, LLC	5	5	0.11%	0.12%	0.13%	Q4 2021	Q4 2022	5
HCR Wealth Advisors	5	5	0.00%	0.01%	0.01%	Q4 2019	Q4 2020	5
Fort Point Capital Partners LLC	2	1	0.05%	0.08%	0.12%	Q1 2018	Q1 2022	5
Kernodle & Katon Asset Management Group, LLC	5	5	0.00%	0.11%	0.15%	Q4 2015	Q4 2016	5
LCNB CORP	3	2	0.12%	0.25%	0.52%	Q1 2018	Q4 2019	5
Surevest, LLC	4	1	0.08%	0.23%	0.48%	Q4 2018	Q3 2022	5
Integer Wealth Advisors Group LLC	5	5	0.14%	0.24%	0.39%	Q4 2019	Q4 2020	5
BARRETT & COMPANY, INC.	5	5	0.25%	0.26%	0.29%	Q3 2022	Q3 2023	5
HORIZON KINETICS ASSET MANAGEMENT LLC	5	5	0.02%	0.02%	0.02%	Q1 2019	Q1 2020	5
Wilmington Funds Management Corp	5	5	0.34%	0.69%	1.31%	Q2 2013	Q2 2014	5
NewFocus Financial Group, LLC	5	5	0.16%	3.70%	7.50%	Q4 2016	Q4 2017	5
Mattern Wealth Management LLC	3	2	0.15%	0.28%	0.60%	Q4 2019	Q4 2021	5
Ken Stern & Associates, Inc.	2	1	2.56%	3.01%	3.26%	Q4 2014	Q4 2016	5
Copperwynd Financial, LLC	3	2	0.61%	1.35%	4.01%	Q3 2019	Q1 2022	5
H&H Retirement Design & Management INC	3	2	0.90%	1.30%	2.24%	Q1 2020	Q3 2023	5
Ionic Capital Management LLC	4	1	0.04%	0.05%	0.07%	Q4 2014	Q4 2016	5
Spectrum Asset Management, Inc. (NB/CA)	4	4	0.22%	0.25%	0.26%	Q1 2017	Q4 2017	4
PALLADIEM, LLC	4	4	0.06%	0.11%	0.17%	Q4 2014	Q3 2015	4
Kelman-Lazarov, Inc.	4	4	0.01%	0.01%	0.01%	Q1 2016	Q4 2016	4
Silicon Valley Capital Partners	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Alliance Wealth Management Group	4	4	0.14%	1.37%	4.37%	Q4 2016	Q3 2017	4
J.P. Turner & Co Capital Mnagement, LLC	4	4	0.17%	0.24%	0.33%	Q4 2014	Q3 2015	4
Bramshill Investments, LLC	1	1	0.00%	0.02%	0.07%	Q4 2017	Q3 2023	4
BlueCrest Capital Management Ltd	2	1	0.02%	0.13%	0.33%	Q1 2015	Q3 2019	4
TD ASSET MANAGEMENT INC	3	1	0.00%	0.00%	0.00%	Q3 2015	Q1 2020	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.70%	1.40%	3.14%	Q4 2016	Q3 2017	4
Riggs Asset Managment Co. Inc.	2	2	0.00%	0.01%	0.01%	Q2 2016	Q1 2020	4
Per Stirling Capital Management, LLC.	4	4	0.07%	0.16%	0.40%	Q4 2022	Q3 2023	4
QUANTRES ASSET MANAGEMENT Ltd	1	1	0.45%	0.76%	1.35%	Q2 2014	Q2 2016	4
CKW FINANCIAL GROUP	3	1	0.00%	0.01%	0.04%	Q2 2016	Q4 2021	4
Bellecapital International Ltd.	3	1	0.28%	0.47%	0.65%	Q4 2013	Q4 2014	4
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	2	2	0.00%	0.00%	0.00%	Q4 2019	Q2 2022	4
HWG Holdings LP	4	4	0.00%	0.00%	0.01%	Q2 2018	Q1 2019	4
USS Investment Management Ltd	4	4	0.09%	0.10%	0.10%	Q4 2019	Q3 2020	4
MRA Associates USA LLC	4	4	1.41%	2.85%	4.99%	Q4 2018	Q3 2019	4
Wiser Wealth Management, Inc	4	4	0.11%	0.17%	0.26%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Cordatus Wealth Management LLC	4	4	0.12%	0.93%	1.29%	Q1 2019	Q4 2019	4
CAHABA WEALTH MANAGEMENT, INC.	4	4	0.04%	0.04%	0.05%	Q2 2020	Q1 2021	4
VOLORIDGE INVESTMENT MANAGEMENT, LLC	1	1	0.04%	0.66%	1.39%	Q1 2017	Q4 2021	4
FutureAdvisor, Inc.	4	4	3.65%	4.84%	6.33%	Q4 2014	Q3 2015	4
Stratford Consulting, LLC	4	4	0.08%	0.49%	1.70%	Q2 2019	Q1 2020	4
HT Partners LLC	2	1	0.17%	1.29%	2.76%	Q2 2013	Q4 2015	4
Gilman Hill Asset Management, LLC	3	1	0.13%	0.18%	0.27%	Q4 2013	Q4 2015	4
Oak Asset Management, LLC	3	1	0.08%	0.09%	0.10%	Q3 2021	Q2 2023	4
Executive Wealth Management, LLC	3	1	0.03%	0.54%	0.81%	Q4 2018	Q2 2022	4
Community Financial Services Group, LLC	4	4	0.01%	0.02%	0.02%	Q4 2014	Q3 2015	4
Jackson Wealth Management, LLC	2	1	0.40%	0.61%	1.19%	Q4 2014	Q1 2022	4
CAPITAL WEALTH MANAGEMENT, LLC	2	2	0.16%	1.49%	2.93%	Q4 2017	Q4 2021	4
Ford Financial Group, LLC	2	1	0.01%	0.03%	0.08%	Q4 2017	Q1 2022	4
Financial Services Advisory Inc	4	4	0.13%	0.15%	0.18%	Q4 2022	Q3 2023	4
Logan Stone Capital, LLC	3	1	0.23%	0.79%	1.33%	Q4 2021	Q1 2023	4
Windsor Wealth Management, Inc.	4	4	0.06%	0.08%	0.09%	Q4 2022	Q3 2023	4
Leeward Financial Partners, LLC	4	4	1.38%	1.51%	1.65%	Q4 2022	Q3 2023	4
Signature Wealth Management Group	4	4	0.02%	0.03%	0.03%	Q4 2017	Q3 2018	4
Accredited Investors Inc.	3	1	0.02%	0.03%	0.04%	Q4 2019	Q2 2022	4
MIZUHO SECURITIES USA LLC	3	1	0.15%	0.31%	0.72%	Q4 2019	Q1 2021	4
All Season Financial Advisors, Inc.	4	4	0.84%	2.78%	4.76%	Q2 2021	Q1 2022	4
Mizuho Asset Management Co.,Ltd.	2	2	0.01%	0.02%	0.04%	Q3 2015	Q3 2016	4
Integris Wealth Management, LLC	4	4	0.78%	4.06%	5.30%	Q4 2022	Q3 2023	4
INNEALTA CAPITAL, LLC	4	4	0.82%	1.61%	1.94%	Q2 2021	Q1 2022	4
PUZO MICHAEL J	3	1	0.08%	0.11%	0.21%	Q2 2013	Q3 2015	4
Evolution Wealth Advisors, LLC	4	4	1.09%	1.21%	1.33%	Q4 2022	Q3 2023	4
RIVER GLOBAL INVESTORS LLP	4	4	0.59%	0.81%	0.98%	Q1 2017	Q4 2017	4
B. Riley Financial, Inc.	4	4	0.07%	0.08%	0.09%	Q3 2017	Q2 2018	4
Nalls Sherbakoff Group, LLC	3	1	4.32%	5.37%	5.80%	Q4 2018	Q3 2023	4
IMC-Chicago, LLC	4	4	0.01%	0.02%	0.04%	Q4 2019	Q3 2020	4
Knuff & Co LLC	2	2	0.03%	0.04%	0.05%	Q3 2019	Q4 2020	4
NICOLET ADVISORY SERVICES, LLC	4	4	0.10%	0.14%	0.17%	Q4 2022	Q3 2023	4
Golden State Wealth Management, LLC	3	1	0.01%	0.02%	0.02%	Q1 2019	Q1 2020	4
TRANSCEND CAPITAL ADVISORS, LLC	2	1	0.02%	0.18%	0.46%	Q4 2019	Q3 2022	4
FIDUCIARY TRUST INTERNATIONAL LLC	2	1	0.01%	0.40%	0.94%	Q4 2018	Q2 2020	4
Sunnymeath Asset Management, Inc.	3	1	0.01%	0.01%	0.02%	Q4 2015	Q4 2016	4
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	4	4	0.17%	0.19%	0.21%	Q4 2022	Q3 2023	4
Capital Investment Counsel, Inc	2	1	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	4
Maryland State Retirement & Pension System	4	4	0.37%	0.42%	0.52%	Q4 2022	Q3 2023	4
RS CRUM INC.	4	4	0.43%	0.63%	0.90%	Q4 2022	Q3 2023	4
Blackstone Inc.	1	1	0.09%	0.15%	0.25%	Q2 2019	Q1 2021	4
Parcion Private Wealth LLC	3	1	0.02%	0.03%	0.04%	Q2 2021	Q4 2022	4
Stonebridge Financial Planning Group, LLC	3	1	0.00%	0.01%	0.02%	Q4 2019	Q1 2021	4
Aureus Asset Management, LLC	4	4	0.06%	0.13%	0.18%	Q4 2014	Q3 2015	4
FSA Wealth Management LLC	3	1	0.03%	0.05%	0.06%	Q4 2019	Q4 2020	4
Truadvice, LLC	4	4	0.09%	0.15%	0.27%	Q3 2020	Q2 2021	4
REBALANCE, LLC	4	4	5.80%	5.94%	6.10%	Q4 2022	Q3 2023	4
Praetorian Wealth Management, Inc.	2	2	0.08%	0.08%	0.08%	Q2 2021	Q4 2022	4
BCK CAPITAL MANAGEMENT LP	3	1	0.34%	0.49%	0.67%	Q4 2020	Q3 2023	4
Live Oak Investment Partners	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Gleason Group, Inc.	3	1	0.00%	0.00%	0.01%	Q4 2019	Q4 2022	4
Cypress Point Wealth Management, LLC	4	4	0.14%	0.25%	0.36%	Q4 2020	Q3 2021	4
Berkshire Bank	4	4	0.06%	0.16%	0.37%	Q3 2020	Q2 2021	4
WISCONSIN CAPITAL MANAGEMENT LLC	3	1	0.08%	0.11%	0.19%	Q3 2013	Q4 2014	4
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	4	4	0.03%	0.03%	0.04%	Q4 2021	Q3 2022	4
Allen Investment Management, LLC	4	4	0.00%	0.01%	0.03%	Q3 2021	Q2 2022	4
Mach-1 Financial Group, LLC	4	4	0.00%	0.00%	0.01%	Q4 2021	Q3 2022	4
Strategic Equity Management	4	4	2.92%	5.75%	7.71%	Q3 2021	Q2 2022	4
Addison Advisors LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
San Luis Wealth Advisors LLC	1	1	0.08%	0.38%	0.65%	Q4 2020	Q1 2023	4
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC	4	4	0.02%	0.04%	0.04%	Q2 2021	Q1 2022	4
Lebenthal Global Advisors, LLC	3	1	0.12%	0.26%	0.58%	Q4 2020	Q3 2023	4
TEACHERS ADVISORS, LLC	3	1	0.00%	0.02%	0.03%	Q1 2015	Q1 2016	4
Ignite Planners, LLC	4	4	0.12%	0.18%	0.23%	Q4 2022	Q3 2023	4
Alaethes Wealth LLC	4	4	0.01%	0.02%	0.03%	Q2 2021	Q1 2022	4
Applied Capital LLC	4	4	0.24%	0.25%	0.27%	Q1 2021	Q4 2021	4
Cardinal Point Wealth Management LLC	4	4	0.41%	0.44%	0.48%	Q4 2020	Q3 2021	4
Level Financial Advisors	4	4	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	4
Schaeffer Financial LLC	4	4	7.43%	8.36%	9.25%	Q4 2021	Q3 2022	4
FRONTIER INVESTMENT MGMT CO	3	1	0.01%	0.02%	0.02%	Q3 2017	Q2 2020	4
Harrison & Co Wealth Management, LLC	3	1	0.18%	0.22%	0.25%	Q4 2021	Q4 2022	4
Wick Capital Partners, LLC	4	4	0.12%	0.19%	0.27%	Q4 2022	Q3 2023	4
WEALTH EFFECTS LLC	4	4	0.27%	0.32%	0.39%	Q4 2022	Q3 2023	4
Von Berge Wealth Management Group, LLC	3	1	0.19%	0.21%	0.23%	Q4 2021	Q4 2022	4
Cardinal Point Wealth Management Partners, LLC	4	4	0.39%	0.46%	0.51%	Q4 2021	Q3 2022	4
Drystone LLC	4	4	5.12%	5.47%	5.80%	Q4 2021	Q3 2022	4
Life Planning Partners, Inc	4	4	0.26%	0.28%	0.30%	Q4 2021	Q3 2022	4
Intelligent Financial Strategies	4	4	0.06%	0.51%	0.80%	Q2 2022	Q1 2023	4
AXXCESS WEALTH MANAGEMENT, LLC	3	1	0.02%	0.05%	0.06%	Q4 2021	Q3 2023	4
Resurgent Financial Advisors LLC	4	4	0.01%	0.02%	0.02%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.08%	0.10%	0.11%	Q4 2022	Q3 2023	4
Delap Wealth Advisory, LLC	4	4	0.20%	0.28%	0.46%	Q4 2022	Q3 2023	4
SUTTON PLACE INVESTORS LLC	4	4	1.46%	1.56%	1.60%	Q4 2021	Q3 2022	4
ESG Planning	4	4	0.29%	0.49%	0.69%	Q1 2022	Q4 2022	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.02%	0.05%	0.06%	Q4 2022	Q3 2023	4
RETIREMENT GUYS FORMULA LLC	4	4	0.34%	0.51%	0.91%	Q4 2021	Q3 2022	4
Bleakley Financial Group, LLC	4	4	0.03%	0.04%	0.07%	Q4 2022	Q3 2023	4
DecisionPoint Financial, LLC	4	4	5.67%	5.85%	6.01%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	0.34%	0.40%	0.45%	Q4 2022	Q3 2023	4
INVICTUS PRIVATE WEALTH, LLC	4	4	0.03%	0.04%	0.05%	Q4 2022	Q3 2023	4
PRESILIUM PRIVATE WEALTH, LLC	4	4	4.57%	4.65%	4.74%	Q4 2022	Q3 2023	4
Ruedi Wealth Management, Inc.	4	4	0.25%	0.28%	0.32%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.27%	0.33%	0.43%	Q4 2022	Q3 2023	4
Lodestone Wealth Management LLC	4	4	0.30%	0.34%	0.38%	Q4 2022	Q3 2023	4
Cardinal Point Capital Management ULC	4	4	0.18%	0.25%	0.31%	Q4 2022	Q3 2023	4
Fee-Only Financial Planning, L.C.	4	4	0.26%	0.28%	0.30%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.53%	0.55%	0.56%	Q4 2022	Q3 2023	4
RFP Financial Group LLC	4	4	0.10%	0.19%	0.28%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.14%	0.15%	0.16%	Q4 2022	Q3 2023	4
Sharper & Granite LLC	4	4	0.94%	1.03%	1.08%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	2.83%	2.98%	3.11%	Q4 2022	Q3 2023	4
Waterford Advisors, LLC	4	4	0.90%	0.98%	1.12%	Q4 2022	Q3 2023	4
Family Asset Management, LLC	4	4	0.04%	0.05%	0.06%	Q4 2022	Q3 2023	4
New Hampshire Trust	4	4	2.40%	2.74%	3.44%	Q4 2022	Q3 2023	4
TCP Asset Management, LLC	4	4	1.69%	2.27%	2.89%	Q4 2022	Q3 2023	4
LAM GROUP, INC.	4	4	0.26%	0.27%	0.29%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.11%	0.12%	0.13%	Q4 2022	Q3 2023	4
Forza Wealth Management, LLC	4	4	0.17%	0.19%	0.20%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.33%	0.36%	0.38%	Q4 2022	Q3 2023	4
Allegiance Financial Group Advisory Services LLC	4	4	0.32%	0.41%	0.50%	Q4 2022	Q3 2023	4
First Citizens Asset Management, Inc.	4	4	0.11%	0.53%	0.73%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Mendota Financial Group, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	0.08%	0.09%	0.12%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.15%	0.30%	0.41%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.29%	0.34%	0.44%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	0.48%	0.70%	0.92%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	1.54%	1.67%	1.83%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.26%	0.48%	0.62%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.32%	0.49%	0.62%	Q4 2022	Q3 2023	4
Clifford Group, LLC	4	4	1.36%	1.68%	2.13%	Q4 2022	Q3 2023	4
LEGACY FINANCIAL GROUP, INC.	4	4	1.58%	1.69%	1.80%	Q4 2022	Q3 2023	4
Parker Financial LLC	4	4	0.54%	0.70%	0.80%	Q4 2022	Q3 2023	4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4	4	0.04%	0.10%	0.23%	Q4 2022	Q3 2023	4
LMG Wealth Partners, LLC	4	4	1.47%	1.63%	1.75%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.02%	0.03%	0.03%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.08%	0.08%	0.09%	Q4 2022	Q3 2023	4
BBJS FINANCIAL ADVISORS, LLC	4	4	0.56%	0.69%	0.79%	Q4 2022	Q3 2023	4
Tillman Hartley LLC	4	4	0.87%	0.98%	1.11%	Q4 2022	Q3 2023	4
Heritage Wealth Management, Inc./Texas	4	4	7.70%	8.27%	8.71%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	3.47%	3.58%	3.71%	Q4 2022	Q3 2023	4
Flagstone Financial Management	4	4	2.74%	2.87%	2.93%	Q4 2022	Q3 2023	4
Werba Rubin Papier Wealth Management	4	4	0.15%	0.17%	0.18%	Q4 2022	Q3 2023	4
Pioneer Wealth Management Group	4	4	1.17%	1.51%	1.84%	Q4 2022	Q3 2023	4
First County Bank /CT/	4	4	0.15%	0.16%	0.16%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	1.57%	1.68%	1.75%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.25%	0.48%	0.64%	Q4 2022	Q3 2023	4
Etesian Wealth Advisors, Inc.	4	4	1.13%	1.21%	1.28%	Q4 2022	Q3 2023	4
Knollwood Investment Advisory, LLC	4	4	0.04%	0.08%	0.10%	Q4 2022	Q3 2023	4
CHELSEA COUNSEL CO	4	4	0.36%	0.38%	0.39%	Q4 2022	Q3 2023	4
LEGG MASON, INC.	3	1	0.62%	26.54%	99.59%	Q3 2016	Q2 2020	4
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	4	4	0.02%	0.02%	0.02%	Q2 2021	Q1 2022	4
VAN DEN BERG MANAGEMENT I, INC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
STEVENS CAPITAL MANAGEMENT LP	3	1	0.01%	0.03%	0.04%	Q2 2013	Q2 2014	4
PERSONAL FINANCIAL CONSULTANTS INC /ADV	4	4	9.04%	9.45%	10.38%	Q3 2018	Q2 2019	4
GIRARD SECURITIES, INC.	4	4	0.19%	0.69%	1.38%	Q4 2016	Q3 2017	4
NEW YORK STATE COMMON RETIREMENT FUND	4	4	0.02%	0.02%	0.02%	Q4 2015	Q3 2016	4
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4	4	0.02%	0.03%	0.04%	Q4 2017	Q3 2018	4
Bank Pictet & Cie (Europe) AG	3	1	0.03%	0.50%	1.26%	Q4 2014	Q2 2022	4
RAYNER & HAYNOR	4	4	3.06%	3.20%	3.31%	Q4 2013	Q3 2014	4
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
MACNEALY HOOVER INVESTMENT MANAGEMENT INC	2	2	0.18%	0.18%	0.19%	Q4 2014	Q1 2016	4
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	4	4	0.11%	0.14%	0.16%	Q2 2016	Q1 2017	4
INTREPID CAPITAL MANAGEMENT INC	2	2	0.00%	0.17%	0.28%	Q3 2022	Q3 2023	4
DELTA ASSET MANAGEMENT LLC/TN	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
SIMMONS FIRST TRUST CO NA	3	1	0.14%	0.31%	0.82%	Q2 2014	Q4 2015	4
GW&K Investment Management, LLC	3	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	4
CHAPIN DAVIS, INC.	4	4	0.33%	0.39%	0.44%	Q4 2022	Q3 2023	4
CANANDAIGUA NATIONAL BANK & TRUST CO	4	4	1.11%	1.62%	1.86%	Q2 2017	Q1 2018	4
Julex Capital Management, LLC	4	4	0.04%	0.15%	0.36%	Q4 2018	Q3 2019	4
Moss Adams Wealth Advisors LLC	4	4	0.02%	0.10%	0.34%	Q4 2022	Q3 2023	4
Blue Sky Asset Management, LLC	3	1	1.74%	5.86%	14.19%	Q2 2017	Q2 2018	4
CETERA INVESTMENT MANAGEMENT LLC	2	2	1.74%	2.04%	2.48%	Q4 2015	Q2 2017	4
ING GROEP NV	2	1	0.43%	0.74%	0.96%	Q3 2017	Q2 2022	3
Sandy Cove Advisors, LLC	2	1	0.06%	0.84%	2.41%	Q4 2021	Q4 2022	3
EXANE DERIVATIVES	2	1	0.00%	0.01%	0.04%	Q1 2017	Q1 2021	3
SWEENEY & MICHEL, LLC	3	3	0.50%	0.52%	0.54%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	3.40%	3.44%	3.49%	Q1 2023	Q3 2023	3
ABLE Financial Group, LLC	3	3	1.20%	1.34%	1.43%	Q1 2023	Q3 2023	3
Root Financial Partners, LLC	3	3	0.27%	0.46%	0.81%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	0.23%	0.25%	0.27%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	0.37%	0.40%	0.42%	Q1 2023	Q3 2023	3
Echo45 Advisors LLC	3	3	0.59%	0.70%	0.78%	Q4 2021	Q2 2022	3
Vanguard Personalized Indexing Management, LLC	2	1	0.01%	0.02%	0.04%	Q1 2021	Q2 2023	3
Koss-Olinger Consulting, LLC	2	1	0.03%	0.03%	0.04%	Q4 2021	Q4 2022	3
Great Diamond Partners, LLC	2	1	0.00%	0.21%	0.34%	Q4 2019	Q3 2022	3
INSTRUMENTAL WEALTH, LLC	3	3	3.29%	3.92%	4.27%	Q1 2023	Q3 2023	3
North Ridge Wealth Advisors, Inc.	3	3	0.92%	1.01%	1.07%	Q1 2023	Q3 2023	3
Outlook Wealth Advisors, LLC	3	3	0.49%	0.50%	0.51%	Q4 2021	Q2 2022	3
BBR PARTNERS, LLC	2	1	0.03%	0.03%	0.03%	Q1 2020	Q1 2022	3
PANAGORA ASSET MANAGEMENT INC	3	3	0.00%	0.00%	0.00%	Q2 2017	Q4 2017	3
O'Connor Financial Group LLC	3	3	0.51%	0.56%	0.59%	Q1 2023	Q3 2023	3
PFG Investments, LLC	3	3	0.08%	0.09%	0.10%	Q1 2023	Q3 2023	3
Consolidated Portfolio Review Corp	3	3	0.74%	0.79%	0.86%	Q1 2023	Q3 2023	3
PETRA FINANCIAL ADVISORS INC	2	1	0.26%	0.33%	0.43%	Q4 2022	Q3 2023	3
Financial Gravity Companies, Inc.	2	1	1.76%	2.69%	4.34%	Q4 2017	Q4 2018	3
CFM WEALTH PARTNERS LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
Catamount Wealth Management	3	3	0.03%	0.03%	0.04%	Q3 2016	Q1 2017	3
Cornerstone Planning Group LLC	2	1	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	3
Moran Wealth Management, LLC	3	3	0.06%	0.13%	0.17%	Q1 2023	Q3 2023	3
LANDAAS & CO /WI /ADV	2	1	0.08%	0.10%	0.11%	Q3 2017	Q2 2018	3
LGT Financial Advisors LLC	2	1	0.47%	0.50%	0.51%	Q4 2022	Q3 2023	3
STEVENS CAPITAL PARTNERS	3	3	4.02%	4.55%	5.29%	Q4 2022	Q2 2023	3
Caprock Group, LLC	3	3	0.05%	0.16%	0.25%	Q3 2016	Q1 2017	3
River Street Advisors LLC	3	3	0.29%	0.31%	0.32%	Q4 2022	Q2 2023	3
Dempze Nancy E	3	3	0.35%	0.65%	0.82%	Q1 2017	Q3 2017	3
Regency Capital Management Inc.\DE	2	1	0.00%	0.01%	0.01%	Q1 2021	Q1 2022	3
Arista Wealth Management, LLC	3	3	0.10%	1.58%	3.06%	Q4 2022	Q2 2023	3
Prentice Wealth Management LLC	3	3	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	3
Syntal Capital Partners, LLC	3	3	0.10%	0.12%	0.14%	Q2 2014	Q4 2014	3
Glass Jacobson Investment Advisors llc	2	1	0.29%	0.31%	0.34%	Q4 2022	Q3 2023	3
Fountainhead AM, LLC	3	3	0.09%	0.10%	0.11%	Q4 2021	Q2 2022	3
LINCOLN CAPITAL CORP	3	3	0.89%	0.93%	1.01%	Q4 2016	Q2 2017	3
Breakwater Capital Group	3	3	0.07%	0.12%	0.17%	Q4 2022	Q2 2023	3
FinTrust Investment Advisory Services, LLC	3	3	0.27%	0.29%	0.31%	Q3 2017	Q1 2018	3
Pinnacle Wealth Management Group, Inc.	3	3	1.16%	1.21%	1.24%	Q4 2022	Q2 2023	3
Private Vista, LLC	3	3	0.04%	0.06%	0.10%	Q1 2018	Q3 2018	3
Deane Retirement Strategies, Inc.	3	3	3.46%	3.62%	3.85%	Q2 2019	Q4 2019	3
BIP Wealth, LLC	3	3	0.05%	0.08%	0.12%	Q1 2023	Q3 2023	3
VitalStone Financial, LLC	2	1	0.01%	0.02%	0.04%	Q4 2022	Q3 2023	3
Investors Financial Group, LLC	3	3	0.19%	0.27%	0.35%	Q2 2021	Q4 2021	3
Bienville Capital Management, LLC	3	3	0.05%	0.05%	0.06%	Q3 2016	Q1 2017	3
Peak Asset Management, LLC	3	3	0.18%	0.20%	0.22%	Q4 2014	Q2 2015	3
VECTOR WEALTH MANAGEMENT, LLC	3	3	0.26%	0.29%	0.31%	Q4 2014	Q2 2015	3
Strategic Investment Solutions, Inc. /IL	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
River Wealth Advisors LLC	3	3	0.02%	0.02%	0.02%	Q2 2018	Q4 2018	3
Trail Ridge Investment Advisors, LLC	3	3	0.56%	0.68%	0.76%	Q4 2021	Q2 2022	3
ASHFORD CAPITAL MANAGEMENT INC	3	3	0.39%	0.54%	0.81%	Q2 2013	Q4 2013	3
Ground Swell Capital, LLC	2	1	1.05%	1.23%	1.59%	Q4 2020	Q3 2023	3
ACIMA PRIVATE WEALTH, LLC	2	1	0.03%	0.13%	0.33%	Q4 2018	Q1 2022	3
BIVIN & ASSOCIATES, INC.	3	3	0.03%	0.04%	0.06%	Q4 2021	Q2 2022	3
Prostatis Group LLC	3	3	0.29%	0.53%	0.65%	Q4 2022	Q2 2023	3
BEAM WEALTH ADVISORS, INC.	2	1	0.15%	0.24%	0.40%	Q4 2019	Q3 2023	3
Employees Retirement System of Texas	3	3	0.00%	0.03%	0.06%	Q1 2023	Q3 2023	3
Strata Wealth Advisors, LLC	2	1	0.23%	0.25%	0.27%	Q4 2022	Q3 2023	3
XR Securities LLC	1	1	0.13%	0.37%	0.70%	Q1 2018	Q1 2020	3
Cape Investment Advisory, Inc.	3	3	0.02%	0.04%	0.07%	Q1 2023	Q3 2023	3
GHP Investment Advisors, Inc.	2	1	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	3
Novak Financial Planning, LLC	3	3	1.10%	1.12%	1.13%	Q4 2020	Q2 2021	3
Bank of New Hampshire	3	3	0.01%	0.01%	0.01%	Q1 2022	Q3 2022	3
Rice Partnership, LLC	2	1	0.00%	0.02%	0.05%	Q3 2019	Q3 2023	3
Walleye Capital LLC	3	3	0.01%	0.03%	0.04%	Q4 2022	Q2 2023	3
Lehman Financial Resources, Inc.	2	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2015	3
Raleigh Capital Management Inc.	2	1	0.03%	0.11%	0.16%	Q1 2022	Q1 2023	3
MONTCHANIN ASSET MANAGEMENT, LLC	2	1	0.23%	0.26%	0.30%	Q2 2022	Q2 2023	3
BRINKER CAPITAL INC	1	1	0.03%	0.05%	0.08%	Q2 2013	Q4 2014	3
Aurora Private Wealth, Inc.	1	1	0.01%	0.15%	0.27%	Q1 2020	Q2 2022	3
Alken Asset Management Ltd	3	3	0.24%	0.31%	0.40%	Q2 2017	Q4 2017	3
Private Capital Management, LLC	2	1	0.03%	0.03%	0.04%	Q1 2022	Q4 2022	3
Austin Private Wealth, LLC	3	3	7.95%	9.06%	9.69%	Q4 2019	Q2 2020	3
Gerber Kawasaki Wealth & Investment Management	3	3	0.00%	0.05%	0.08%	Q3 2021	Q1 2022	3
O'Brien Wealth Partners LLC	3	3	0.05%	0.07%	0.09%	Q1 2018	Q3 2018	3
SOLARIS ASSET MANAGEMENT LLC	2	1	0.00%	0.00%	0.01%	Q2 2013	Q1 2015	3
Gerstein Fisher	3	3	0.08%	0.10%	0.13%	Q2 2013	Q4 2013	3
Accurate Wealth Management, LLC	3	3	0.04%	0.07%	0.09%	Q3 2022	Q1 2023	3
One Fin Capital Management LP	3	3	1.79%	3.54%	5.04%	Q2 2022	Q4 2022	3
BLACKROCK ADVISORS LLC	1	1	0.01%	0.02%	0.03%	Q1 2015	Q4 2016	3
Quantum Financial Advisors, LLC	2	1	0.14%	0.23%	0.35%	Q2 2022	Q1 2023	3
Mitsubishi UFJ Asset Management (UK) Ltd.	3	3	0.53%	1.24%	1.93%	Q4 2021	Q2 2022	3
KARLINSKI ANDREW C	3	3	0.02%	0.02%	0.02%	Q1 2022	Q3 2022	3
Asset Allocation Strategies LLC	2	1	0.32%	0.39%	0.50%	Q4 2022	Q3 2023	3
Cox Capital Mgt LLC	1	1	0.02%	0.32%	0.72%	Q1 2020	Q4 2022	3
SANDERS MORRIS HARRIS LLC	3	3	0.13%	0.55%	1.16%	Q1 2016	Q3 2016	3
BBVA USA Bancshares, Inc.	1	1	0.02%	0.18%	0.50%	Q2 2013	Q3 2016	3
Harrington Investments, INC	3	3	0.02%	0.03%	0.03%	Q1 2018	Q3 2018	3
DERBY & COMPANY, INC	3	3	0.05%	0.05%	0.05%	Q1 2021	Q3 2021	3
AVIANCE CAPITAL MANAGEMENT, LLC	3	3	0.20%	0.55%	0.75%	Q1 2016	Q3 2016	3
Miramar Fiduciary Corp	3	3	0.14%	0.16%	0.18%	Q4 2018	Q2 2019	3
Karp Capital Management Corp	3	3	0.01%	0.02%	0.04%	Q4 2014	Q2 2015	3
Revisor Wealth Management LLC	3	3	0.19%	0.27%	0.34%	Q1 2023	Q3 2023	3
FURE FINANCIAL CORP	3	3	0.52%	0.58%	0.63%	Q1 2022	Q3 2022	3
PRUDENTIAL PLC	2	1	0.00%	0.01%	0.01%	Q2 2016	Q4 2018	3
Pine Ridge Advisers LLC	3	3	0.28%	0.33%	0.37%	Q1 2023	Q3 2023	3
Paloma Partners Management Co	1	1	0.00%	0.01%	0.02%	Q3 2014	Q3 2020	3
Aurora Investment Managers, LLC.	3	3	0.22%	0.25%	0.27%	Q4 2019	Q2 2020	3
Avalon Trust Co	3	3	0.05%	0.05%	0.06%	Q1 2023	Q3 2023	3
Coppell Advisory Solutions LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
East Coast Asset Management, LLC.	3	3	0.06%	0.07%	0.08%	Q4 2012	Q2 2013	3
Strid Group, LLC	3	3	0.09%	0.12%	0.15%	Q4 2015	Q2 2016	3
ROOSEVELT INVESTMENT GROUP LLC	3	3	0.04%	0.10%	0.19%	Q2 2019	Q4 2019	3
JUMP TRADING, LLC	3	3	0.07%	0.39%	0.63%	Q4 2019	Q2 2020	3
Venturi Wealth Management, LLC	1	1	0.00%	0.04%	0.07%	Q4 2017	Q2 2023	3
Black Swift Group, LLC	1	1	0.04%	1.51%	4.28%	Q1 2020	Q4 2022	3
Watson Rebecca	3	3	0.07%	0.54%	1.41%	Q4 2019	Q2 2020	3
MAGNOLIA CAPITAL ADVISORS LLC	3	3	0.09%	0.12%	0.18%	Q3 2021	Q1 2022	3
REUTER JAMES WEALTH MANAGEMENT, LLC	3	3	0.35%	0.39%	0.42%	Q4 2021	Q2 2022	3
MOODY LYNN & LIEBERSON, LLC	2	1	0.05%	0.08%	0.09%	Q2 2015	Q3 2016	3
Headlands Technologies LLC	2	1	0.04%	0.07%	0.12%	Q4 2022	Q3 2023	3
Badgley Phelps Wealth Managers, LLC	2	1	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	3
PAX Financial Group, LLC	3	3	0.05%	0.05%	0.05%	Q4 2022	Q2 2023	3
GlobalBridge, Inc.	2	1	0.10%	0.12%	0.13%	Q2 2013	Q1 2014	3
MERIDIAN MANAGEMENT CO	3	3	0.08%	0.08%	0.09%	Q1 2023	Q3 2023	3
SCHRODERS IS Ltd	2	1	1.46%	1.67%	1.94%	Q1 2017	Q4 2017	3
Fifth Third Wealth Advisors LLC	3	3	0.31%	0.62%	1.10%	Q2 2023	Q4 2023	3
Ranch Capital Advisors Inc.	3	3	0.03%	0.11%	0.18%	Q3 2019	Q1 2020	3
First Ascent Asset Management, LLC	3	3	0.35%	0.42%	0.55%	Q4 2022	Q2 2023	3
Carmel Capital Partners, LLC	3	3	0.00%	0.02%	0.03%	Q1 2023	Q3 2023	3
Fiduciary Planning LLC	3	3	0.00%	0.00%	0.00%	Q3 2020	Q1 2021	3
Amplius Wealth Advisors, LLC	1	1	0.00%	0.04%	0.07%	Q4 2021	Q4 2022	3
BECKER CAPITAL MANAGEMENT INC	3	3	0.54%	0.56%	0.61%	Q1 2023	Q3 2023	3
PUTNAM INVESTMENTS LLC	2	1	0.00%	0.00%	0.00%	Q2 2014	Q1 2017	3
MONETARY MANAGEMENT GROUP INC	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
VIVID FINANCIAL MANAGEMENT, INC.	3	3	0.36%	0.60%	0.86%	Q2 2021	Q4 2021	3
Engrave Wealth Partners LLC	3	3	0.02%	0.06%	0.15%	Q4 2019	Q2 2020	3
Stevens First Principles Investment Advisors	2	1	0.00%	0.00%	0.00%	Q1 2016	Q2 2017	3
Bedell Frazier Investment Counselling, LLC	3	3	1.67%	1.79%	1.90%	Q2 2021	Q4 2021	3
Systematic Alpha Investments, LLC	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
GODSEY & GIBB, INC	1	1	0.00%	0.03%	0.04%	Q4 2018	Q4 2022	3
WOODBURN R ROBERT JR	3	3	0.58%	0.61%	0.65%	Q4 2012	Q2 2013	3
Coastal Bridge Advisors, LLC	3	3	0.04%	0.05%	0.06%	Q2 2021	Q4 2021	3
PFM Asset Management LLC	3	3	0.35%	0.49%	0.57%	Q1 2021	Q3 2021	3
BRIDGES INVESTMENT COUNSEL INC/	2	1	0.05%	0.07%	0.11%	Q3 2015	Q1 2017	3
Maven Securities LTD	1	1	0.03%	0.09%	0.19%	Q2 2022	Q2 2022	3
QCM Cayman, Ltd.	1	1	0.10%	0.45%	1.14%	Q3 2015	Q4 2018	3
AMS Capital Ltda	3	3	1.91%	3.11%	4.30%	Q1 2020	Q3 2020	3
CARY STREET PARTNERS ASSET MANAGEMENT LLC	3	3	0.21%	0.22%	0.23%	Q3 2022	Q1 2023	3
Legend Financial Advisors, Inc.	3	3	7.74%	8.12%	8.65%	Q2 2019	Q4 2019	3
QVR LLC	2	1	0.05%	0.16%	0.22%	Q4 2017	Q3 2018	3
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	3	3	0.12%	0.13%	0.13%	Q3 2020	Q1 2021	3
HANCOCK WHITNEY INVESTMENT SERVICES INC.	3	3	0.97%	1.24%	1.43%	Q4 2021	Q2 2022	3
Mariner Wealth Advisors-Madison, LLC	3	3	12.72%	13.69%	14.21%	Q1 2013	Q3 2013	3
CADINHA & CO LLC	3	3	1.02%	1.11%	1.16%	Q2 2019	Q4 2019	3
Core Alternative Capital	2	1	0.00%	0.00%	0.01%	Q2 2022	Q1 2023	3
Altavista Wealth Management, Inc.	3	3	0.11%	0.13%	0.15%	Q3 2015	Q1 2016	3
TITLEIST CAPITAL, LLC	2	1	0.06%	0.13%	0.16%	Q4 2021	Q4 2022	3
Stevard, LLC	3	3	4.36%	7.63%	11.91%	Q4 2019	Q2 2020	3
MBE Wealth Management, LLC	2	1	0.11%	0.19%	0.24%	Q4 2019	Q1 2021	3
Alpha Omega Wealth Management LLC	3	3	0.02%	0.04%	0.06%	Q3 2018	Q1 2019	3
Conrad Siegel Investment Advisors, Inc.	3	3	0.69%	0.74%	0.77%	Q4 2021	Q2 2022	3
PEAK6 Group LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.16%	0.21%	0.25%	Q4 2017	Q3 2018	3
OXFORD ASSET MANAGEMENT LLP	2	1	0.03%	0.03%	0.04%	Q3 2017	Q2 2018	3
BANK OF THE WEST	2	1	0.03%	0.05%	0.08%	Q4 2014	Q2 2018	3
Carnick & Kubik, LLC	3	3	0.35%	0.61%	0.76%	Q3 2015	Q1 2016	3
Relative Value Partners, LLC	3	3	0.04%	0.06%	0.07%	Q3 2014	Q1 2015	3
Geller Advisors LLC	2	1	0.10%	1.27%	2.38%	Q3 2014	Q3 2019	3
Delta Dental Plan of Michigan, Inc.	3	3	0.45%	0.82%	1.37%	Q4 2017	Q2 2018	3
MOORE CAPITAL MANAGEMENT, LP	3	3	0.07%	0.15%	0.27%	Q4 2015	Q2 2016	3
Forward Management, LLC	2	1	0.11%	0.27%	0.37%	Q2 2016	Q1 2018	3
INTEGRAL DERIVATIVES, LLC	1	1	0.01%	0.02%	0.02%	Q4 2016	Q4 2017	3
Blue Granite Capital, LLC	3	3	0.07%	0.07%	0.08%	Q2 2017	Q4 2017	3
Baldwin Investment Management, LLC	3	3	0.06%	0.09%	0.11%	Q4 2021	Q2 2022	3
Core Wealth Advisors, Inc.	3	3	0.01%	0.01%	0.01%	Q2 2022	Q4 2022	3
GTS SECURITIES LLC	1	1	0.01%	0.01%	0.02%	Q3 2023	Q3 2023	3
Hudson Capital Management LLC	3	3	0.19%	0.25%	0.32%	Q4 2017	Q2 2018	3
Legacy Private Trust Co.	3	3	0.06%	0.09%	0.13%	Q2 2013	Q4 2013	3
Segantii Capital Management Ltd	3	3	0.17%	0.29%	0.51%	Q3 2019	Q1 2020	3
Financial Connections Group, Inc.	2	1	0.02%	0.02%	0.03%	Q4 2021	Q1 2023	3
WELCH & FORBES LLC	1	1	0.00%	0.00%	0.01%	Q1 2020	Q4 2021	3
Allied Investment Advisors, LLC	3	3	0.65%	0.90%	1.03%	Q4 2017	Q2 2018	3
Brookfield Asset Management	3	3	0.03%	0.04%	0.05%	Q3 2022	Q1 2023	3
SHAPIRO ROBERT N	2	1	0.01%	0.01%	0.01%	Q3 2013	Q2 2014	3
DSC Advisors, L.P.	1	1	0.16%	1.21%	2.49%	Q4 2014	Q3 2019	3
VIRIDIAN RIA, LLC	2	1	0.13%	1.28%	3.56%	Q3 2018	Q1 2022	3
Acorn Wealth Advisors, LLC	3	3	0.06%	0.07%	0.07%	Q4 2017	Q2 2018	3
Inscription Capital, LLC	3	3	0.19%	0.22%	0.28%	Q3 2019	Q1 2020	3
1776 Wealth LLC	3	3	0.02%	0.04%	0.05%	Q4 2019	Q2 2020	3
MAIRS & POWER INC	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Keeler Thomas Management LLC	2	1	0.17%	0.30%	0.54%	Q3 2019	Q3 2022	3
Verition Fund Management LLC	1	1	0.01%	0.03%	0.04%	Q1 2015	Q3 2022	3
SteelBridge Private Wealth Advisors LLC	3	3	2.17%	2.36%	2.66%	Q4 2016	Q2 2017	3
Regis Acquisition Inc.	3	3	3.54%	3.81%	4.20%	Q1 2023	Q3 2023	3
AEGON USA Investment Management, LLC	2	1	0.01%	0.07%	0.11%	Q2 2013	Q1 2015	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	2	0.30%	0.30%	0.31%	Q2 2023	Q3 2023	2
Premia Global Advisors, LLC	2	2	0.00%	0.00%	0.01%	Q1 2018	Q2 2018	2
AFFINIA FINANCIAL GROUP, LLC	1	1	0.16%	0.21%	0.26%	Q2 2021	Q1 2022	2
Aberdeen Wealth Management LLC	1	1	0.06%	0.06%	0.07%	Q4 2019	Q4 2020	2
Boyd Wealth Management, LLC	2	2	0.30%	1.29%	2.27%	Q4 2021	Q1 2022	2
Marks Group Wealth Management, Inc	2	2	0.44%	0.44%	0.44%	Q4 2019	Q1 2020	2
PALISADE CAPITAL MANAGEMENT, LP	2	2	0.01%	0.02%	0.02%	Q1 2015	Q2 2015	2
Tacita Capital Inc	1	1	0.04%	0.09%	0.15%	Q4 2020	Q1 2023	2
STEPH & CO	2	2	0.05%	0.05%	0.05%	Q4 2019	Q1 2020	2
LOEB PARTNERS CORP	1	1	0.00%	0.10%	0.21%	Q2 2018	Q4 2018	2
Paragon Capital Management LLC	1	1	0.00%	0.00%	0.01%	Q1 2019	Q1 2020	2
TOBIAS FINANCIAL ADVISORS, INC.	1	1	0.01%	0.06%	0.11%	Q4 2019	Q4 2021	2
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.10%	0.11%	0.11%	Q4 2020	Q4 2021	2
IronBridge Private Wealth, LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.00%	0.03%	0.06%	Q4 2020	Q4 2021	2
Valley Brook Capital Group, Inc.	2	2	0.07%	0.09%	0.10%	Q4 2020	Q1 2021	2
SteelPeak Wealth, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Arlington Partners LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2023	2
Man Investments Ltd	2	2	1.07%	1.20%	1.33%	Q1 2014	Q2 2014	2
WEXFORD CAPITAL LP	1	1	0.15%	0.64%	1.12%	Q2 2017	Q1 2020	2
Optiver Holding B.V.	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
MONUMENTAL FINANCIAL GROUP INC.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2023	2
Cornerstone Wealth Advisors, Inc.	2	2	0.08%	0.08%	0.08%	Q2 2022	Q3 2022	2
TRILLIUM ASSET MANAGEMENT, LLC	2	2	0.02%	0.02%	0.03%	Q1 2020	Q2 2020	2
Cascadia Advisory Services, LLC	1	1	0.09%	0.35%	0.61%	Q4 2019	Q3 2021	2
SECURITY CAPITAL RESEARCH & MANAGEMENT INC	2	2	1.77%	1.91%	2.05%	Q1 2020	Q2 2020	2
Strategic Financial Concepts, LLC	2	2	0.07%	0.08%	0.08%	Q1 2023	Q2 2023	2
Atlas Private Wealth Management, LLC	1	1	0.00%	0.00%	0.01%	Q1 2020	Q1 2021	2
Epic Trust Investment Advisors, LLC	2	2	0.42%	0.48%	0.53%	Q4 2021	Q1 2022	2
Stadion Money Management, LLC	1	1	0.07%	0.31%	0.55%	Q4 2014	Q2 2016	2
Capital Square, LLC	2	2	0.28%	0.31%	0.34%	Q4 2019	Q1 2020	2
Herold Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q3 2021	Q1 2022	2
Knott David M Jr	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
K.J. Harrison & Partners Inc	1	1	0.16%	0.30%	0.44%	Q2 2019	Q4 2019	2
Empyrean Capital Partners, LP	2	2	0.13%	0.25%	0.36%	Q1 2018	Q2 2018	2
Kathmere Capital Management, LLC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
Greenland Capital Management LP	1	1	0.03%	0.03%	0.04%	Q4 2022	Q2 2023	2
Insight Folios Inc	1	1	0.10%	0.17%	0.24%	Q4 2019	Q4 2021	2
Wallington Asset Management, LLC	2	2	0.00%	0.00%	0.00%	Q1 2014	Q2 2014	2
Beck Bode, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	2
Straight Path Wealth Management	2	2	0.42%	0.44%	0.46%	Q4 2021	Q1 2022	2
Auour Investments LLC	2	2	0.19%	0.20%	0.20%	Q2 2023	Q3 2023	2
TAGStone Capital, Inc.	2	2	0.15%	0.15%	0.15%	Q1 2023	Q2 2023	2
tru Independence LLC	1	1	0.10%	0.14%	0.18%	Q4 2019	Q3 2020	2
Assured Investment Management LLC	2	2	0.00%	0.35%	0.69%	Q1 2015	Q2 2015	2
WT Wealth Management	2	2	1.34%	1.43%	1.52%	Q3 2019	Q4 2019	2
Tiedemann Wealth Management Holdings, LLC	2	2	1.29%	1.81%	2.33%	Q4 2016	Q1 2017	2
JBJ Investment Partners, LLC	2	2	0.53%	0.53%	0.53%	Q1 2020	Q2 2020	2
Cornerstone Wealth Group, LLC	2	2	0.49%	0.54%	0.58%	Q2 2020	Q3 2020	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.10%	0.10%	0.11%	Q4 2021	Q1 2022	2
Prestige Wealth Management Group LLC	2	2	0.01%	0.01%	0.01%	Q3 2019	Q4 2019	2
CMC Financial Group	2	2	0.26%	0.31%	0.36%	Q1 2019	Q2 2019	2
MKT Advisors LLC	2	2	0.15%	0.16%	0.17%	Q4 2021	Q1 2022	2
Midwest Heritage Bank, FSB	2	2	0.19%	0.28%	0.36%	Q4 2021	Q1 2022	2
Meridian Wealth Advisors, LLC	1	1	0.02%	0.06%	0.09%	Q4 2018	Q4 2020	2
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.02%	Q4 2015	Q2 2016	2
Lehman & Derafelo Financial Resources LLC	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
SC&H Financial Advisors, Inc.	2	2	0.07%	0.08%	0.08%	Q1 2023	Q2 2023	2
FACTORY MUTUAL INSURANCE CO	2	2	0.33%	0.34%	0.35%	Q3 2022	Q4 2022	2
ERTS Wealth Advisors, LLC	2	2	0.04%	0.06%	0.08%	Q4 2018	Q1 2019	2
Onex Canada Asset Management Inc.	2	2	0.01%	0.03%	0.04%	Q4 2021	Q1 2022	2
NorthCoast Asset Management LLC	2	2	0.31%	0.33%	0.34%	Q1 2021	Q2 2021	2
SFG Wealth Management, LLC.	2	2	0.22%	0.22%	0.22%	Q4 2021	Q1 2022	2
McAdams Wright Ragen, Inc.	2	2	0.02%	0.04%	0.05%	Q2 2013	Q3 2013	2
Opes Wealth Management LLC	2	2	0.12%	0.15%	0.18%	Q2 2023	Q3 2023	2
Operose Advisors LLC	1	1	0.01%	0.04%	0.07%	Q1 2022	Q3 2023	2
Ipswich Investment Management Co., Inc.	1	1	0.04%	0.04%	0.04%	Q1 2016	Q4 2018	2
Lauterbach Financial Advisors, LLC	2	2	0.18%	0.18%	0.19%	Q4 2021	Q1 2022	2
ZEKE CAPITAL ADVISORS, LLC	1	1	0.05%	0.07%	0.09%	Q3 2016	Q4 2022	2
Guardian Wealth Management, Inc.	1	1	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	2
RiverFront Investment Group, LLC	2	2	1.32%	1.57%	1.81%	Q2 2010	Q3 2010	2
EWG Elevate Inc.	1	1	0.03%	0.39%	0.74%	Q3 2021	Q4 2022	2
Joseph Group Capital Management	2	2	0.01%	0.04%	0.08%	Q4 2022	Q1 2023	2
Confluence Wealth Services, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2021	Q1 2023	2
DRW Securities, LLC	2	2	0.04%	0.04%	0.05%	Q3 2013	Q4 2013	2
WealthOne, LLC	1	1	0.17%	0.17%	0.17%	Q4 2018	Q2 2019	2
Pasadena Private Wealth, LLC	1	1	0.12%	0.96%	1.80%	Q1 2020	Q4 2021	2
Byrne Asset Management LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Hamilton Wealth, LLC	2	2	1.10%	1.20%	1.30%	Q3 2021	Q4 2021	2
Pacific Life Fund Advisors LLC	2	2	2.16%	2.27%	2.38%	Q2 2023	Q3 2023	2
Alera Investment Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
BetterWealth, LLC	2	2	0.15%	0.21%	0.27%	Q4 2021	Q1 2022	2
Richwood Investment Advisors, LLC	2	2	0.18%	0.18%	0.19%	Q4 2021	Q1 2022	2
Portland Global Advisors LLC	2	2	0.15%	0.16%	0.16%	Q1 2014	Q2 2014	2
Taikang Asset Management (Hong Kong) Co Ltd	2	2	0.12%	0.13%	0.14%	Q4 2017	Q1 2018	2
Global Wealth Strategies & Associates	2	2	0.00%	0.02%	0.05%	Q4 2022	Q1 2023	2
Quent Capital, LLC	2	2	0.02%	0.03%	0.04%	Q4 2021	Q1 2022	2
Canton Hathaway, LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
Belvedere Advisors LLC	2	2	2.45%	3.25%	4.04%	Q1 2019	Q2 2019	2
MorganRosel Wealth Management, LLC	2	2	0.08%	0.08%	0.09%	Q2 2023	Q3 2023	2
Brooklyn FI, LLC	1	1	0.34%	0.60%	0.85%	Q1 2022	Q3 2023	2
Orca Investment Management, LLC	2	2	0.38%	0.41%	0.44%	Q2 2018	Q3 2018	2
Clear Harbor Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2020	2
Vishria Bird Financial Group, LLC	2	2	2.78%	2.93%	3.09%	Q2 2018	Q3 2018	2
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	2	2	3.18%	4.94%	6.71%	Q2 2013	Q3 2013	2
Swaine & Leidel Wealth Services, LLC	2	2	1.93%	2.02%	2.11%	Q4 2018	Q1 2019	2
Axiom Investment Management LLC	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
VISTA INVESTMENT MANAGEMENT	1	1	0.14%	0.19%	0.24%	Q4 2017	Q4 2020	2
Fortitude Advisory Group L.L.C.	2	2	0.03%	0.03%	0.03%	Q4 2021	Q1 2022	2
Hayden Royal, LLC	2	2	0.16%	0.30%	0.44%	Q4 2018	Q1 2019	2
Bridgewater Advisors Inc.	2	2	0.61%	0.64%	0.67%	Q2 2021	Q3 2021	2
Carlyle Group Inc.	2	2	0.02%	0.02%	0.02%	Q4 2014	Q1 2015	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.04%	0.05%	0.05%	Q2 2022	Q3 2022	2
Ritter Daniher Financial Advisory LLC / DE	1	1	0.00%	0.00%	0.01%	Q2 2022	Q2 2023	2
CapWealth Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q3 2014	Q3 2016	2
Cleary Gull Holdings Inc.	2	2	0.07%	0.07%	0.07%	Q2 2015	Q3 2015	2
ACUTE INVESTMENT ADVISORY, LLC	1	1	0.77%	2.02%	3.27%	Q1 2022	Q3 2022	2
Dunhill Financial, LLC	2	2	0.94%	1.01%	1.08%	Q2 2023	Q3 2023	2
Cornerstone Advisors, Inc.	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
Axim Planning & Wealth	2	2	0.00%	0.01%	0.02%	Q2 2022	Q3 2022	2
MGO Private Wealth, LLC	2	2	0.26%	0.26%	0.27%	Q2 2023	Q3 2023	2
SWAN Capital LLC	1	1	4.75%	4.93%	5.11%	Q1 2023	Q3 2023	2
CMT Asset Management Ltd	2	2	0.03%	0.03%	0.03%	Q3 2013	Q4 2013	2
ADVISOR PARTNERS II, LLC	1	1	0.01%	0.02%	0.02%	Q3 2022	Q2 2023	2
Blooom, Inc.	2	2	0.17%	0.19%	0.21%	Q2 2021	Q3 2021	2
Q3 Asset Management	1	1	2.32%	2.38%	2.44%	Q4 2018	Q2 2019	2
Hoxton Planning & Management, LLC	2	2	0.19%	0.22%	0.24%	Q4 2022	Q1 2023	2
CABANA LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	2
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1	1	0.10%	0.24%	0.38%	Q4 2022	Q3 2023	2
GUIDANCE CAPITAL, INC	2	2	0.42%	0.44%	0.46%	Q2 2023	Q3 2023	2
Fortis Capital Advisors, LLC	2	2	0.06%	0.11%	0.16%	Q4 2022	Q1 2023	2
Vantage Investment Partners, LLC	1	1	0.20%	0.21%	0.22%	Q2 2014	Q4 2014	2
ANCORA FAMILY WEALTH ADVISORS, LLC	2	2	0.09%	0.14%	0.20%	Q2 2016	Q3 2016	2
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.02%	0.31%	0.59%	Q4 2022	Q3 2023	2
Trifecta Capital Advisors, LLC	2	2	0.23%	0.26%	0.28%	Q4 2022	Q1 2023	2
Fidelis Capital Partners, LLC	2	2	0.16%	0.18%	0.19%	Q1 2023	Q2 2023	2
BARING ASSET MANAGEMENT Ltd	2	2	0.53%	0.59%	0.64%	Q3 2014	Q4 2014	2
Icon Wealth Advisors, LLC	2	2	0.03%	0.03%	0.03%	Q3 2022	Q4 2022	2
Brainard Capital Management LLC	2	2	0.19%	0.20%	0.22%	Q4 2022	Q1 2023	2
Bellwether Investment Group, LLC	1	1	0.02%	0.04%	0.07%	Q2 2016	Q4 2016	2
New England Capital Financial Advisors LLC	2	2	0.01%	0.01%	0.01%	Q4 2022	Q1 2023	2
STAR Financial Bank	2	2	0.26%	0.29%	0.31%	Q4 2022	Q1 2023	2
Pacer Advisors, Inc.	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
ISTHMUS PARTNERS, LLC	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
Muzinich & Co., Inc.	2	2	0.03%	0.08%	0.13%	Q4 2018	Q1 2019	2
True North Advisors, LLC	1	1	0.05%	0.07%	0.08%	Q3 2020	Q1 2021	2
MayTech Global Investments, LLC	2	2	0.01%	0.02%	0.02%	Q1 2018	Q2 2018	2
Curtis Advisory Group, LLC	2	2	0.09%	0.11%	0.13%	Q2 2022	Q3 2022	2
Cypress Capital Management LLC (WY)	2	2	0.03%	0.03%	0.03%	Q2 2017	Q3 2017	2
PANORAMIC INVESTMENT ADVISORS, LLC	1	1	0.22%	0.43%	0.64%	Q4 2022	Q3 2023	2
Sebold Capital Management, Inc.	2	2	0.27%	0.27%	0.27%	Q4 2022	Q1 2023	2
AlphaStar Capital Management, LLC	1	1	0.22%	0.50%	0.79%	Q4 2017	Q2 2022	2
CHANNEL WEALTH LLC	1	1	0.13%	0.14%	0.16%	Q1 2023	Q4 2023	2
ORG Partners LLC	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.47%	0.52%	0.57%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	1.12%	1.16%	1.19%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.05%	0.05%	0.06%	Q2 2023	Q3 2023	2
Employees' Retirement Fund of the City of Fort Worth	2	2	1.28%	1.33%	1.38%	Q2 2022	Q3 2022	2
Rappaport Reiches Capital Management, LLC	2	2	0.11%	0.15%	0.19%	Q4 2021	Q1 2022	2
CGC Financial Services, LLC	2	2	0.18%	0.18%	0.19%	Q2 2023	Q3 2023	2
Slocum, Gordon & Co LLP	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
Douglass Winthrop Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q1 2015	Q2 2015	2
Rinkey Investments	2	2	2.64%	3.28%	3.92%	Q4 2021	Q1 2022	2
Crestline Management, LP	2	2	0.45%	0.81%	1.16%	Q3 2020	Q4 2020	2
Exchange Bank	2	2	0.43%	0.47%	0.51%	Q2 2023	Q3 2023	2
PFS Partners, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
RETIREMENT INCOME SOLUTIONS, INC	1	1	0.12%	0.13%	0.14%	Q4 2017	Q4 2021	2
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	0.72%	3.23%	5.73%	Q3 2013	Q1 2015	2
FIDUCIENT ADVISORS LLC	1	1	0.05%	0.07%	0.10%	Q2 2022	Q3 2023	2
InterOcean Capital, LLC	2	2	0.02%	0.03%	0.03%	Q1 2020	Q2 2020	2
CAPITAL GUARDIAN TRUST CO	2	2	0.00%	0.01%	0.01%	Q3 2018	Q4 2018	2
BASSO CAPITAL MANAGEMENT, L.P.	2	2	0.35%	0.37%	0.39%	Q4 2022	Q1 2023	2
PITCAIRN CO	2	2	0.05%	0.06%	0.06%	Q1 2018	Q2 2018	2
Bigelow Investment Advisors, LLC	1	1	0.13%	0.16%	0.20%	Q4 2017	Q3 2019	2
3EDGE Asset Management, LP	2	2	0.07%	0.08%	0.09%	Q3 2021	Q4 2021	2
NEW ENGLAND ASSET MANAGEMENT INC	1	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2022	2
OTTER CREEK MANAGEMENT INC	2	2	1.00%	1.05%	1.10%	Q2 2013	Q3 2013	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Regent Investment Management LLC	2	2	0.20%	0.23%	0.26%	Q1 2014	Q2 2014	2
GEODE CAPITAL MANAGEMENT, LLC	2	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2013	2
DEARBORN PARTNERS LLC	2	2	0.14%	0.14%	0.14%	Q1 2014	Q2 2014	2
Legacy Advisors, LLC	1	1	0.03%	0.03%	0.04%	Q3 2017	Q1 2019	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.27%	0.31%	0.34%	Q2 2013	Q3 2013	2
INVESTMENT HOUSE LLC	1	1	0.05%	0.06%	0.07%	Q4 2016	Q2 2021	2
NORTHWESTERN MUTUAL LIFE INSURANCE CO	2	2	3.54%	3.58%	3.63%	Q2 2013	Q3 2013	2
Braver Wealth Management, LLC	1	1	0.06%	0.46%	0.85%	Q2 2013	Q2 2014	2
ASCEND CAPITAL, LLC	1	1	0.31%	0.55%	0.79%	Q3 2013	Q4 2014	2
AGF MANAGEMENT LTD	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
FIELDPOINT PRIVATE ADVISORS, INC	2	2	1.02%	1.04%	1.06%	Q1 2016	Q2 2016	2
Idaho Trust Bank	2	2	1.55%	1.58%	1.61%	Q2 2023	Q3 2023	2
BW Gestao de Investimentos Ltda.	1	1	1.13%	1.30%	1.47%	Q1 2017	Q1 2023	2
Intercontinental Wealth Advisors, LLC	2	2	0.06%	0.06%	0.06%	Q1 2023	Q2 2023	2
Well Done, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q4 2018	2
Israel Discount Bank of New York	2	2	0.01%	0.01%	0.01%	Q1 2017	Q2 2017	2
Leucadia National	1	1	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	2
DE BURLO GROUP INC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q3 2022	2
Lake Hills Wealth Management, LLC	2	2	0.21%	0.23%	0.25%	Q4 2021	Q1 2022	2
Strategic Capital Alternatives LLC	1	1	0.00%	0.01%	0.01%	Q3 2014	Q3 2015	2
VAUGHAN & Co SECURITIES, INC.	2	2	0.06%	0.07%	0.07%	Q4 2019	Q1 2020	2
L. Roy Papp & Associates, LLP	2	2	0.06%	0.06%	0.06%	Q1 2016	Q2 2016	2
New Century Advisors, LLC	2	2	1.96%	3.13%	4.31%	Q4 2021	Q1 2022	2
Arjuna Capital	1	1	0.00%	0.01%	0.02%	Q1 2021	Q4 2022	2
EASTERN BANK	2	2	0.03%	0.03%	0.03%	Q2 2013	Q3 2013	2
Bryn Mawr Capital Management, LLC	1	1	0.02%	0.05%	0.07%	Q2 2022	Q3 2023	2
CONSOLIDATED CAPITAL MANAGEMENT, LLC	1	1	1.88%	3.86%	5.84%	Q4 2016	Q2 2022	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.27%	0.28%	0.30%	Q4 2014	Q1 2015	2
Synergy Asset Management, LLC	2	2	0.05%	0.05%	0.05%	Q3 2021	Q4 2021	2
Woodson Capital Management, LP	2	2	7.38%	7.47%	7.56%	Q4 2018	Q1 2019	2
Jenkins Wealth	1	1	0.44%	0.47%	0.50%	Q4 2021	Q4 2022	2
SMITHBRIDGE ASSET MANAGEMENT INC/DE	2	2	0.12%	0.14%	0.14%	Q4 2020	Q1 2021	2
Fortis Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q3 2017	Q1 2021	2
True Capital Management	2	2	0.68%	0.76%	0.84%	Q4 2022	Q1 2023	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.04%	0.04%	0.05%	Q2 2022	Q3 2022	2
SMITH CHAS P & ASSOCIATES PA CPAS	2	2	1.34%	2.34%	3.35%	Q1 2014	Q2 2014	2
CONDOR CAPITAL MANAGEMENT	2	2	0.03%	0.03%	0.03%	Q3 2021	Q4 2021	2
Cannell & Co.	2	2	0.01%	0.02%	0.02%	Q3 2021	Q4 2021	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.02%	0.02%	0.02%	Q1 2021	Q2 2021	2
ClearBridge Investments	2	2	0.00%	0.00%	0.00%	Q3 2016	Q4 2016	2
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.03%	0.03%	0.03%	Q1 2022	Q3 2022	2
ABSOLUTE CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.02%	0.04%	Q4 2021	Q3 2022	2
Planned Solutions, Inc.	2	2	0.03%	0.03%	0.03%	Q3 2020	Q4 2020	2
Fortis Group Advisors, LLC	1	1	0.00%	0.03%	0.06%	Q3 2020	Q3 2023	2
Davis Capital Management	2	2	0.72%	0.74%	0.76%	Q1 2020	Q2 2020	2
SEAVIEW INVESTMENT MANAGERS LLC	2	2	0.10%	0.10%	0.11%	Q2 2021	Q3 2021	2
HIGHBRIDGE CAPITAL MANAGEMENT LLC	1	1	0.14%	0.68%	1.22%	Q1 2017	Q1 2018	2
Quantitative Strategies, Inc.	2	2	3.96%	4.08%	4.19%	Q2 2023	Q3 2023	2
PITTENGER & ANDERSON INC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Spotlight Asset Group, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Independent Advisor Alliance	1	1	0.14%	0.16%	0.18%	Q1 2017	Q4 2019	2
CAPITAL ONE FINANCIAL CORP	1	1	0.03%	0.03%	0.04%	Q1 2020	Q4 2021	2
BAINCO INTERNATIONAL INVESTORS	2	2	1.04%	1.06%	1.09%	Q1 2013	Q2 2013	2
InterOcean Capital Group, LLC	1	1	0.01%	0.01%	0.02%	Q4 2020	Q2 2023	2
Altus Wealth Group LLC	2	2	0.01%	0.01%	0.02%	Q4 2020	Q1 2021	2
IVC Wealth Advisors LLC	1	1	0.13%	0.15%	0.17%	Q3 2022	Q2 2023	2
IBM Retirement Fund	2	2	3.07%	7.28%	11.48%	Q4 2016	Q1 2017	2
&PARTNERS	2	2	0.12%	0.13%	0.15%	Q1 2022	Q2 2022	2
Calvert Investment Management, Inc.	2	2	0.34%	1.02%	1.70%	Q4 2015	Q1 2016	2
Goodwin Investment Advisory	1	1	0.00%	0.02%	0.03%	Q3 2021	Q2 2022	2
Brown Financial Advisory	1	1	0.36%	0.66%	0.97%	Q4 2022	Q3 2023	2
Asio Capital, LLC	1	1	0.00%	0.01%	0.01%	Q2 2021	Q4 2021	2
Resonant Capital Advisors, LLC	2	2	0.30%	0.32%	0.33%	Q4 2019	Q1 2020	2
MATTERN CAPITAL MANAGEMENT, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
HBK INVESTMENTS L P	2	2	0.83%	0.88%	0.92%	Q3 2014	Q4 2014	2
Matthew Goff Investment Advisor, LLC	1	1	0.05%	0.38%	0.70%	Q1 2021	Q4 2021	2
Destiny Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	2
EVERETT HARRIS & CO /CA/	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
ONTARIO TEACHERS PENSION PLAN BOARD	2	2	0.16%	0.20%	0.24%	Q3 2016	Q4 2016	2
Center For Asset Management LLC	2	2	0.18%	0.21%	0.25%	Q4 2021	Q1 2022	2
Golden State Equity Partners	2	2	0.15%	0.16%	0.17%	Q2 2023	Q3 2023	2
RFG HOLDINGS, INC.	2	2	1.24%	1.38%	1.53%	Q3 2021	Q4 2021	2
Lebenthal Holdings,LLC	1	1	0.16%	0.16%	0.16%	Q4 2014	Q4 2014	1
Authentikos Wealth Advisory, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Patriot Wealth Management, Inc.	1	1	0.05%	0.05%	0.05%	Q3 2017	Q3 2017	1
Manifold Partners, LLC	1	1	0.18%	0.18%	0.18%	Q2 2013	Q2 2013	1
25 LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Lebenthal Asset Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2016	Q3 2016	1
REFRAME WEALTH, LLC	1	1	0.28%	0.28%	0.28%	Q4 2022	Q4 2022	1
Reby Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q4 2020	Q4 2020	1
JOURNEY STRATEGIC WEALTH LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Mitsubishi UFJ Trust & Banking Corp	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
CHIRON CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Hapanowicz & Associates Financial Services, Inc	1	1	0.20%	0.20%	0.20%	Q2 2017	Q2 2017	1
Buck Wealth Strategies, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
AMJ Financial Wealth Management	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
K2 PRINCIPAL FUND, L.P.	1	1	1.52%	1.52%	1.52%	Q4 2014	Q4 2014	1
Starfox Financial Services, LLC	1	1	1.51%	1.51%	1.51%	Q4 2021	Q4 2021	1
Summit Wealth Group, LLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
TLW Wealth Management, LLC	1	1	0.46%	0.46%	0.46%	Q4 2018	Q4 2018	1
Pathlight Investors LLC	1	1	0.21%	0.21%	0.21%	Q4 2018	Q4 2018	1
Schwab Charitable Fund	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
KRAFT ASSET MANAGEMENT, LLC	1	1	0.18%	0.18%	0.18%	Q1 2023	Q1 2023	1
Pinnacle Private Wealth, LLC	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
IMA Wealth, Inc.	1	1	1.34%	1.34%	1.34%	Q2 2013	Q2 2013	1
PACIFIC SUN FINANCIAL CORP	1	1	0.36%	0.36%	0.36%	Q4 2017	Q4 2017	1
Rezny Wealth Management, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
3Chopt Investment Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Atomi Financial Group, Inc.	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Ferguson Shapiro LLC	1	1	3.02%	3.02%	3.02%	Q4 2019	Q4 2019	1
Santori & Peters, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
Laurion Capital Management LP	1	1	0.02%	0.02%	0.02%	Q4 2016	Q4 2016	1
AHL INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Corvid Peak Capital Management, LLC	1	1	8.55%	8.55%	8.55%	Q4 2017	Q4 2017	1
HC Financial Advisors, Inc.	1	1	0.20%	0.20%	0.20%	Q4 2017	Q4 2017	1
Darrow Company, Inc.	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
qPULA Trading Management LP	1	1	0.35%	0.35%	0.35%	Q1 2022	Q1 2022	1
Westchester Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Investment Research & Advisory Group, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Kure Advisory, LLC	1	1	0.96%	0.96%	0.96%	Q3 2023	Q3 2023	1
TriaGen Wealth Management LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
Carlsbad Wealth Advisory Group, Inc.	1	1	0.22%	0.22%	0.22%	Q2 2023	Q2 2023	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
LJI Wealth Management, LLC	1	1	0.09%	0.09%	0.09%	Q4 2022	Q4 2022	1
FINANCIAL CONSULATE, INC	1	1	0.20%	0.20%	0.20%	Q1 2015	Q1 2015	1
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC	1	1	0.09%	0.09%	0.09%	Q3 2017	Q3 2017	1
Vigilare Wealth Management	1	1	1.86%	1.86%	1.86%	Q4 2019	Q4 2019	1
Aaron Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
HNP Capital LLC	1	1	0.22%	0.22%	0.22%	Q4 2018	Q4 2018	1
Weiss Asset Management LP	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
Ceros Financial Services Inc.	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
TURNER INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
WCG Wealth Advisors LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Equita Financial Network, Inc.	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Towercrest Capital Management	1	1	0.42%	0.42%	0.42%	Q4 2019	Q4 2019	1
Envestnet Portfolio Solutions, Inc.	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
ROGCO, LP	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PVG Asset Management	1	1	0.28%	0.28%	0.28%	Q4 2014	Q4 2014	1
Constitution Capital LLC	1	1	0.21%	0.21%	0.21%	Q1 2022	Q1 2022	1
Triumph Capital Management	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
United Community Bank	1	1	0.85%	0.85%	0.85%	Q3 2023	Q3 2023	1
WAFRA INC.	1	1	1.37%	1.37%	1.37%	Q3 2013	Q3 2013	1
HERITAGE INVESTORS MANAGEMENT CORP	1	1	0.02%	0.02%	0.02%	Q2 2015	Q2 2015	1
Austin Wealth Management, LLC	1	1	0.53%	0.53%	0.53%	Q3 2023	Q3 2023	1
Fortress Wealth Management, Inc.	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
Dominick & Dominick LLC	1	1	0.14%	0.14%	0.14%	Q1 2014	Q1 2014	1
Capstone Triton Financial Group, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Valued Wealth Advisors LLC	1	1	0.06%	0.06%	0.06%	Q4 2023	Q4 2023	1
Merk Investments LLC	1	1	0.05%	0.05%	0.05%	Q2 2022	Q2 2022	1
Richard P Slaughter Associates Inc	1	1	0.11%	0.11%	0.11%	Q3 2020	Q3 2020	1
MKD WEALTH COACHES, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
Alyeska Investment Group, L.P.	1	1	0.08%	0.08%	0.08%	Q4 2016	Q4 2016	1
BAROMETER CAPITAL MANAGEMENT INC.	1	1	0.11%	0.11%	0.11%	Q1 2016	Q1 2016	1
TCWP LLC	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
KNIGHT CAPITAL GROUP LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Visium Asset Management, LP	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
LOOMIS SAYLES & CO L P	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
NORTHERN CAPITAL MANAGEMENT LLC	1	1	0.26%	0.26%	0.26%	Q1 2018	Q1 2018	1
Inspire Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Interchange Capital Partners, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Legacy Financial Group LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Financial Sense Advisors, Inc.	1	1	6.30%	6.30%	6.30%	Q1 2022	Q1 2022	1
Wealth Advisory Solutions, LLC	1	1	0.17%	0.17%	0.17%	Q2 2023	Q2 2023	1
Monument Capital Management	1	1	0.06%	0.06%	0.06%	Q3 2018	Q3 2018	1
Simply Money Advisors	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Family Management Corp	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
MCRAE CAPITAL MANAGEMENT INC	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
Lake Point Wealth Management	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
NEXT Financial Holdings	1	1	0.78%	0.78%	0.78%	Q1 2019	Q1 2019	1
Ballew Advisors, Inc	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Fondren Management LP	1	1	0.71%	0.71%	0.71%	Q1 2020	Q1 2020	1
GENWORTH FINANCIAL INC	1	1	0.29%	0.29%	0.29%	Q2 2013	Q2 2013	1
1ST SOURCE BANK	1	1	0.03%	0.03%	0.03%	Q3 2014	Q3 2014	1
Smith & Howard Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
PLATINUM GROVE ASSET MANAGEMENT, LP	1	1	1.38%	1.38%	1.38%	Q3 2013	Q3 2013	1
NewDay Solutions, LLC	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
THOMASPARTNERS, INC.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
GFS Private Wealth, LLC	1	1	0.11%	0.11%	0.11%	Q4 2017	Q4 2017	1
Shore Point Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Stone Toro Investment Advisers, LP	1	1	0.20%	0.20%	0.20%	Q2 2013	Q2 2013	1
ERn Financial, LLC	1	1	0.17%	0.17%	0.17%	Q1 2020	Q1 2020	1
BARINGS LLC	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
ARES MANAGEMENT LLC	1	1	0.06%	0.06%	0.06%	Q2 2021	Q2 2021	1
CUMBERLAND ADVISORS INC	1	1	1.59%	1.59%	1.59%	Q3 2013	Q3 2013	1
WoodTrust Financial Corp	1	1	0.09%	0.09%	0.09%	Q3 2020	Q3 2020	1
GALAXY CAPITAL TRADING LTD	1	1	1.69%	1.69%	1.69%	Q4 2013	Q4 2013	1
Chanos & Co LP	1	1	1.54%	1.54%	1.54%	Q4 2022	Q4 2022	1
SILVERCREST ASSET MANAGEMENT GROUP LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
GAM Holding AG	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Jupiter Wealth Management LLC	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
First Pacific Financial	1	1	0.32%	0.32%	0.32%	Q4 2020	Q4 2020	1
TUDOR INVESTMENT CORP ET AL	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Naviter Wealth, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
SHUFRO ROSE & CO LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
swisspartners Ltd.	1	1	0.42%	0.42%	0.42%	Q4 2020	Q4 2020	1
WADDELL & ASSOCIATES, LLC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
Horizon Investments, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Shilanski & Associates, Inc.	1	1	0.10%	0.10%	0.10%	Q3 2022	Q3 2022	1
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC	1	1	3.78%	3.78%	3.78%	Q3 2018	Q3 2018	1
Thomasville National Bank	1	1	0.02%	0.02%	0.02%	Q1 2015	Q1 2015	1
Delek Group, Ltd.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
LAZARD ASSET MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Crow Point Partners, LLC	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Clarkston Capital Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
CREDIT AGRICOLE S A	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Ikarian Capital, LLC	1	1	1.56%	1.56%	1.56%	Q2 2020	Q2 2020	1
FNY Partners Fund LP	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
Oder Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Security National Bank	1	1	0.06%	0.06%	0.06%	Q3 2022	Q3 2022	1
Zimmer Partners, LP	1	1	1.04%	1.04%	1.04%	Q1 2017	Q1 2017	1
LUPO SECURITIES, LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
OneAscent Financial Services LLC	1	1	0.50%	0.50%	0.50%	Q3 2023	Q3 2023	1
LEUTHOLD GROUP, LLC	1	1	0.43%	0.43%	0.43%	Q2 2013	Q2 2013	1
VIRGINIA RETIREMENT SYSTEMS ET AL	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Red Door Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
TFG Advisers LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Curi Wealth Management, LLC	1	1	0.07%	0.07%	0.07%	Q4 2022	Q4 2022	1
FSB PREMIER WEALTH MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Osbon Capital Management LLC	1	1	5.48%	5.48%	5.48%	Q2 2019	Q2 2019	1
GREAT WEST LIFE ASSURANCE CO /CAN/	1	1	0.00%	0.00%	0.00%	Q3 2013	Q3 2013	1
Spectrum Financial Alliance Ltd LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
Parisi Gray Wealth Management	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
MPS Loria Financial Planners, LLC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
CoreFirst Bank & Trust	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
SG3 Management, LLC	1	1	0.15%	0.15%	0.15%	Q2 2020	Q2 2020	1
Swift Run Capital	1	1	0.38%	0.38%	0.38%	Q1 2018	Q1 2018	1
Hoese & Co LLP	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
OKABENA INVESTMENT SERVICES INC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
CAMDEN NATIONAL CORP	1	1	0.05%	0.05%	0.05%	Q1 2021	Q1 2021	1
Meiji Yasuda Life Insurance Co	1	1	2.29%	2.29%	2.29%	Q1 2023	Q1 2023	1
Johnson Bixby & Associates, LLC	1	1	0.05%	0.05%	0.05%	Q1 2023	Q1 2023	1
Sierra Capital LLC	1	1	0.35%	0.35%	0.35%	Q3 2023	Q3 2023	1
DAVIDSON INVESTMENT ADVISORS	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Western Asset Management Company, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Peak Capital Management LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
SYMPHONY ASSET MANAGEMENT LLC	1	1	0.04%	0.04%	0.04%	Q4 2015	Q4 2015	1
Vestpro Financial Partners, Inc. dba CPF Texas	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Caption Management, LLC	1	1	0.40%	0.40%	0.40%	Q3 2018	Q3 2018	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.54%	0.54%	0.54%	Q1 2017	Q1 2017	1
Charles Schwab Trust Co	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Consolidated Planning Corp	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
FORTE CAPITAL LLC /ADV	1	1	0.08%	0.08%	0.08%	Q1 2017	Q1 2017	1
WILLIAMS JONES & ASSOCIATES LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Keel Point Advisors, LLC	1	1	14.77%	14.77%	14.77%	Q4 2014	Q4 2014	1
GSA CAPITAL PARTNERS LLP	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
HALL LAURIE J TRUSTEE	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
MOULTON WEALTH MANAGEMENT, INC	1	1	4.66%	4.66%	4.66%	Q4 2019	Q4 2019	1
CFO4Life Group, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
NBC SECURITIES, INC.	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
CarsonAllaria Wealth Management, Ltd.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
CLEARY GULL INC.	1	1	0.10%	0.10%	0.10%	Q1 2015	Q1 2015	1
Lion Street Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
New Capital Management LP	1	1	0.53%	0.53%	0.53%	Q1 2017	Q1 2017	1
CIBC Asset Management Inc	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
VIRGINIA WEALTH MANAGEMENT GROUP, INC.	1	1	0.95%	0.95%	0.95%	Q4 2022	Q4 2022	1
ICW Investment Advisors LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Virtus Fund Advisers, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
KAVAR CAPITAL PARTNERS GROUP, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Telemus Investment Management, LLC	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
PIONEER TRUST BANK N A/OR	1	1	0.48%	0.48%	0.48%	Q2 2013	Q2 2013	1
STUDIO INVESTMENT MANAGEMENT LLC	1	1	0.22%	0.22%	0.22%	Q3 2021	Q3 2021	1
NorthCrest Asset Manangement, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
NORTHSTAR WEALTH PARTNERS LLC	1	1	0.36%	0.36%	0.36%	Q1 2017	Q1 2017	1
ACORNS SECURITIES, LLC	1	1	7.62%	7.62%	7.62%	Q4 2017	Q4 2017	1
SUMMIT FINANCIAL GROUP, INC.	1	1	0.07%	0.07%	0.07%	Q4 2021	Q4 2021	1
ARBOR TRUST WEALTH ADVISORS, LLC	1	1	0.17%	0.17%	0.17%	Q4 2022	Q4 2022	1
STABLEFORD CAPITAL II LLC	1	1	0.66%	0.66%	0.66%	Q1 2023	Q1 2023	1
Biltmore Capital Advisors LLC	1	1	0.07%	0.07%	0.07%	Q2 2020	Q2 2020	1
M. Kulyk & Associates, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Wellesley Investment Partners, LLC	1	1	0.09%	0.09%	0.09%	Q4 2019	Q4 2019	1
RITTER DANIHER FINANCIAL ADVISORY LLC	1	1	0.06%	0.06%	0.06%	Q3 2021	Q3 2021	1
NISA INVESTMENT ADVISORS, LLC	1	1	0.45%	0.45%	0.45%	Q4 2018	Q4 2018	1
Ackerman Capital Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q4 2019	Q4 2019	1
STONNINGTON GROUP, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Americana Partners, LLC	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
Pinnacle Wealth Advisors	1	1	0.34%	0.34%	0.34%	Q2 2021	Q2 2021	1
Gillson Capital LP	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
ORRSTOWN FINANCIAL SERVICES INC	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
Hefren-Tillotson, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Rather & Kittrell, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
RPG Investment Advisory, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
MADDEN SECURITIES Corp	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Stone House Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Allspring Global Investments Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Detalus Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
Comprehensive Financial Consultants Institutional, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Centric Wealth Management	1	1	0.31%	0.31%	0.31%	Q2 2020	Q2 2020	1
CSS LLC/IL	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Ardent Capital Management, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Heritage Financial Services, LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Spot Trading L.L.C	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
KINGDON CAPITAL MANAGEMENT, L.L.C.	1	1	1.64%	1.64%	1.64%	Q4 2022	Q4 2022	1
Timber Creek Capital Management LLC	1	1	0.09%	0.09%	0.09%	Q3 2013	Q3 2013	1
LITTLE HOUSE CAPITAL LLC	1	1	0.10%	0.10%	0.10%	Q1 2019	Q1 2019	1
Glassy Mountain Advisors, Inc.	1	1	4.18%	4.18%	4.18%	Q1 2023	Q1 2023	1
Sunesis Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q1 2022	Q1 2022	1
FIDELITY D & D BANCORP INC	1	1	0.33%	0.33%	0.33%	Q3 2023	Q3 2023	1
FORMULA GROWTH LTD	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Genesee Capital Advisors, LLC	1	1	3.90%	3.90%	3.90%	Q2 2021	Q2 2021	1
BKA Wealth Consulting, Inc.	1	1	1.54%	1.54%	1.54%	Q1 2023	Q1 2023	1
Provident Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Braun-Bostich & Associates Inc.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Permit Capital Advisors, LLC	1	1	1.61%	1.61%	1.61%	Q1 2022	Q1 2022	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.16%	0.16%	0.16%	Q4 2018	Q4 2018	1
STRATEGIC INVESTMENT MANAGEMENT, LLC	1	1	1.42%	1.42%	1.42%	Q4 2019	Q4 2019	1
Chicago Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Windsor Advisory Group, LLC	1	1	0.38%	0.38%	0.38%	Q4 2022	Q4 2022	1
Investmark Advisory Group LLC	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
Lansing Street Advisors	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Empirical Asset Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
Financial Advantage, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Worth Asset Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
CATALYST FINANCIAL PARTNERS LLC	1	1	0.25%	0.25%	0.25%	Q4 2022	Q4 2022	1
Horizon Kinetics	1	1	0.00%	0.00%	0.00%	Q1 2016	Q1 2016	1
CENTRAL BANK OF BRAZIL	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Jump Trading, LLC	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
KCS Wealth Advisory	1	1	0.14%	0.14%	0.14%	Q3 2019	Q3 2019	1
SIENA CAPITAL LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Pinion Investment Advisors, LLC	1	1	0.25%	0.25%	0.25%	Q4 2021	Q4 2021	1
WealthPlan Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
SIGNET MANAGEMENT USA, LLC	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
V3 Capital Management, L.P.	1	1	8.68%	8.68%	8.68%	Q1 2020	Q1 2020	1
Activest Wealth Management	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Hamilton Point Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Momentum Advisors, LLC	1	1	0.26%	0.26%	0.26%	Q2 2022	Q2 2022	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
CMT TRADING LLC	1	1	3.74%	3.74%	3.74%	Q4 2014	Q4 2014	1
Northwest Bank & Trust Co	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
Cercano Management LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Robbins Farley	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
LEVEL FOUR FINANCIAL, LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
EDMOND DE ROTHSCHILD (MONACO)	1	1	7.23%	7.23%	7.23%	Q3 2016	Q3 2016	1
Cohen Capital Management, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
Turim 21 Investimentos Ltda.	1	1	0.40%	0.40%	0.40%	Q3 2020	Q3 2020	1
Anfield Capital Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
HMS Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q2 2019	Q2 2019	1
BlackRock Group LTD	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
DORCHESTER WEALTH MANAGEMENT Co	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Orinda Asset Management LLC	1	1	2.61%	2.61%	2.61%	Q2 2020	Q2 2020	1
PFG Private Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Archer Capital Management, L.P.	1	1	3.70%	3.70%	3.70%	Q4 2016	Q4 2016	1
FREEDOM WEALTH ALLIANCE, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Coppell Advisory Solutions Corp.	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Campbell Wealth Management	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Long Pond Capital	1	1	1.60%	1.60%	1.60%	Q2 2017	Q2 2017	1
Cornell Pochily Investment Advisors, Inc.	1	1	0.16%	0.16%	0.16%	Q4 2017	Q4 2017	1
Delos Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
PRW Wealth Management LLC	1	1	0.22%	0.22%	0.22%	Q2 2021	Q2 2021	1
Roger Wittlin Investment Advisory, LLC	1	1	0.50%	0.50%	0.50%	Q4 2022	Q4 2022	1
Scott & Selber, Inc.	1	1	2.47%	2.47%	2.47%	Q4 2014	Q4 2014	1
Hoxton Financial, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2015	Q3 2015	1
PYA Waltman Capital, LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Centerpoint Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
PATTON FUND MANAGEMENT, INC.	1	1	0.28%	0.28%	0.28%	Q1 2021	Q1 2021	1
J Arnold Wealth Management Co	1	1	0.30%	0.30%	0.30%	Q4 2019	Q4 2019	1
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG)	1	1	3.53%	3.53%	3.53%	Q3 2016	Q3 2016	1
JT Stratford LLC	1	1	0.44%	0.44%	0.44%	Q1 2023	Q1 2023	1
Clearshares LLC	1	1	3.97%	3.97%	3.97%	Q2 2020	Q2 2020	1
ADVISOR CONSULTANT NETWORK INC	1	1	0.07%	0.07%	0.07%	Q3 2016	Q3 2016	1
SOCIETE GENERALE	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Goldstream Capital Management Ltd	1	1	0.38%	0.38%	0.38%	Q4 2021	Q4 2021	1
Oxler Private Wealth LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
SPX Gestao de Recursos Ltda	1	1	4.20%	4.20%	4.20%	Q1 2013	Q1 2013	1
STAPP WEALTH MANAGEMENT, PLLC	1	1	0.03%	0.03%	0.03%	Q3 2022	Q3 2022	1
Point72 Asset Management, L.P.	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Round Rock Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q1 2022	Q1 2022	1
TIEDEMANN TRUST CO	1	1	0.09%	0.09%	0.09%	Q3 2015	Q3 2015	1
PRINCETON CAPITAL MANAGEMENT INC	1	1	0.22%	0.22%	0.22%	Q4 2013	Q4 2013	1
DHJJ Financial Advisors, Ltd.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
CABOT WEALTH MANAGEMENT INC	1	1	0.08%	0.08%	0.08%	Q2 2013	Q2 2013	1
DAYMARK WEALTH PARTNERS, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Renasant Bank	1	1	0.38%	0.38%	0.38%	Q4 2020	Q4 2020	1
Johnson Midwest Financial, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
MBM Wealth Consultants, LLC	1	1	0.06%	0.06%	0.06%	Q4 2018	Q4 2018	1
Aristides Capital LLC	1	1	0.91%	0.91%	0.91%	Q1 2020	Q1 2020	1
Hartree Partners, LP	1	1	0.18%	0.18%	0.18%	Q2 2023	Q2 2023	1
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q2 2021	Q2 2021	1
DONALDSON CAPITAL MANAGEMENT, LLC	1	1	0.16%	0.16%	0.16%	Q4 2012	Q4 2012	1
Brightworth	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
PEDDOCK CAPITAL ADVISORS, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Williams Financial, LLC	1	1	0.18%	0.18%	0.18%	Q2 2021	Q2 2021	1
KRS Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Holloway Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
America First Investment Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q1 2017	Q1 2017	1
KRAEMATON INVESTMENT ADVISORS, INC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Arbor Wealth Management, LLC	1	1	1.78%	1.78%	1.78%	Q3 2016	Q3 2016	1
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP	1	1	0.80%	0.80%	0.80%	Q3 2016	Q3 2016	1
Mariner Wealth Advisors-NYC, LLC	1	1	12.22%	12.22%	12.22%	Q1 2015	Q1 2015	1
Briaud Financial Planning, Inc	1	1	1.13%	1.13%	1.13%	Q4 2019	Q4 2019	1
Secure Asset Management, LLC	1	1	0.22%	0.22%	0.22%	Q2 2020	Q2 2020	1
JAG CAPITAL MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Berkshire Money Management, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
TradeLink Capital LLC	1	1	0.33%	0.33%	0.33%	Q2 2015	Q2 2015	1
One Charles Private Wealth Services, LLC	1	1	0.13%	0.13%	0.13%	Q2 2020	Q2 2020	1
Radnor Capital Management, LLC	1	1	0.10%	0.10%	0.10%	Q4 2016	Q4 2016	1
Koesten, Hirschmann & Crabtree, INC.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Hutchin Hill Capital, LP	1	1	0.56%	0.56%	0.56%	Q2 2014	Q2 2014	1
Hudson Bay Capital Management LP	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
BRANDYWINE OAK PRIVATE WEALTH LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
CIBC WORLD MARKETS CORP	1	1	0.17%	0.17%	0.17%	Q2 2020	Q2 2020	1
Bull Oak Capital, LLC	1	1	2.01%	2.01%	2.01%	Q4 2021	Q4 2021	1
Kozak & Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Troluce Capital Advisors LLC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
PGGM Investments	1	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2015	1
HARTLINE INVESTMENT CORP/	1	1	0.36%	0.36%	0.36%	Q3 2022	Q3 2022	1
MILESTONE ASSET MANAGEMENT, LLC	1	1	0.14%	0.14%	0.14%	Q4 2022	Q4 2022	1
Salomon & Ludwin, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Peregrine Asset Advisers, Inc.	1	1	2.50%	2.50%	2.50%	Q3 2016	Q3 2016	1
FEDERATED HERMES, INC.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
AURORA FINANCIAL ADVISORS, LLC	1	1	0.27%	0.27%	0.27%	Q4 2017	Q4 2017	1
Legacy Capital Wealth Partners, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Clarfeld Financial Advisors, LLC	1	1	0.27%	0.27%	0.27%	Q4 2018	Q4 2018	1
TrinityPoint Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Windsor Creek Advisors, LLC	1	1	0.17%	0.17%	0.17%	Q4 2021	Q4 2021	1
TFB Advisors LLC	1	1	0.31%	0.31%	0.31%	Q2 2023	Q2 2023	1
Capital One Investing, Inc.	1	1	0.09%	0.09%	0.09%	Q1 2019	Q1 2019	1
Members Trust Co	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
Michelson Medical Research Foundation, Inc.	1	1	12.10%	12.10%	12.10%	Q4 2022	Q4 2022	1
IAM Advisory, LLC	1	1	3.90%	3.90%	3.90%	Q2 2021	Q2 2021	1
Paradigm Financial Partners, LLC	1	1	0.14%	0.14%	0.14%	Q2 2020	Q2 2020	1
Kalos Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2015	Q4 2015	1
TELEMUS CAPITAL, LLC	1	1	0.07%	0.07%	0.07%	Q3 2013	Q3 2013	1
AXS Investments LLC	1	1	0.17%	0.17%	0.17%	Q2 2021	Q2 2021	1
Nauset Wealth Management. LLC	1	1	0.23%	0.23%	0.23%	Q1 2022	Q1 2022	1
Kowal Investment Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Guardian Wealth Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q1 2021	Q1 2021	1
Graticule Asia Macro Advisors LLC	1	1	0.36%	0.36%	0.36%	Q1 2019	Q1 2019	1
JRM Investment Counsel, LLC	1	1	0.72%	0.72%	0.72%	Q3 2022	Q3 2022	1
Hedeker Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
BOS Asset Management, LLC	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
FWL INVESTMENT MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
TLP GROUP LLC	1	1	0.03%	0.03%	0.03%	Q4 2015	Q4 2015	1
Booth Park Capital Management LLC	1	1	7.57%	7.57%	7.57%	Q4 2014	Q4 2014	1
Safeguard Investment Advisory Group, LLC	1	1	0.07%	0.07%	0.07%	Q4 2020	Q4 2020	1
Compass Ion Advisors, LLC	1	1	0.43%	0.43%	0.43%	Q3 2023	Q3 2023	1

External links

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

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