• VV 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%	0.00%	0.01%	Q2 2013	Q3 2023	107
HUNTINGTON NATIONAL BANK	35	20	0.00%	0.01%	0.01%	Q1 2009	Q3 2023	55
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.00%	0.02%	Q1 2012	Q3 2023	46
Cutler Group LLC / CA	10	5	0.00%	0.00%	0.03%	Q4 2015	Q2 2023	45
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.03%	0.04%	Q4 2012	Q3 2023	44
LEAVELL INVESTMENT MANAGEMENT, INC.	42	2	1.46%	1.82%	2.15%	Q2 2010	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.11%	0.24%	0.68%	Q4 2012	Q3 2023	44
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.04%	0.07%	Q2 2013	Q3 2023	44
Franklin, Parlapiano, Turner & Welch, LLC	44	44	0.45%	0.52%	0.58%	Q4 2012	Q3 2023	44
BANK OF MONTREAL /CAN/	39	2	0.00%	0.04%	0.14%	Q2 2013	Q3 2023	43
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.07%	0.11%	Q2 2013	Q3 2023	43
SHEETS SMITH WEALTH MANAGEMENT	43	43	0.20%	0.26%	0.30%	Q1 2013	Q3 2023	43
Destination Wealth Management	43	43	0.42%	0.86%	1.46%	Q1 2013	Q3 2023	43
Bartlett & Co. LLC	26	16	0.00%	0.06%	0.30%	Q2 2013	Q4 2023	42
JMG Financial Group, Ltd.	42	42	1.69%	3.02%	4.49%	Q2 2013	Q3 2023	42
Ledyard National Bank	42	42	1.03%	1.61%	2.32%	Q2 2013	Q3 2023	42
PARSONS CAPITAL MANAGEMENT INC/RI	42	42	0.09%	0.17%	0.46%	Q2 2013	Q3 2023	42
Allworth Financial LP	42	42	0.05%	0.46%	2.12%	Q2 2013	Q3 2023	42
PHILLIPS FINANCIAL MANAGEMENT, LLC	42	42	0.35%	0.52%	0.74%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.03%	0.08%	0.11%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.05%	0.07%	0.10%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.03%	0.13%	0.29%	Q2 2013	Q3 2023	42
DAVENPORT & Co LLC	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.03%	0.15%	0.44%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.01%	0.05%	0.16%	Q2 2013	Q3 2023	42
INTERACTIVE FINANCIAL ADVISORS, INC.	42	42	0.60%	0.97%	1.82%	Q2 2013	Q3 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	0.02%	0.18%	0.41%	Q2 2013	Q3 2023	42
Creative Planning	42	42	1.81%	3.46%	8.29%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.14%	0.33%	0.71%	Q2 2013	Q3 2023	42
GFS Advisors, LLC	42	42	0.02%	0.47%	0.92%	Q2 2013	Q3 2023	42
JFS WEALTH ADVISORS, LLC	42	42	0.01%	0.23%	1.49%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.07%	0.12%	0.27%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.11%	0.15%	0.24%	Q2 2013	Q3 2023	42
LEE DANNER & BASS INC	42	42	0.06%	0.08%	0.10%	Q2 2013	Q3 2023	42
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	42	42	0.60%	1.23%	5.64%	Q2 2013	Q3 2023	42
BSW Wealth Partners	42	42	0.11%	0.17%	0.25%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.01%	1.62%	4.67%	Q2 2013	Q3 2023	42
CITIGROUP INC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
PEAPACK GLADSTONE FINANCIAL CORP	42	42	0.03%	0.07%	0.11%	Q2 2013	Q3 2023	42
ALESCO ADVISORS LLC	42	42	0.26%	0.43%	1.11%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	0.10%	0.44%	1.01%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.00%	0.03%	0.06%	Q2 2013	Q3 2023	42
Neuberger Berman Group LLC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.02%	0.05%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.03%	0.04%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.01%	0.02%	0.07%	Q2 2013	Q3 2023	42
MOLLER WEALTH PARTNERS	42	42	6.19%	7.68%	11.94%	Q2 2013	Q3 2023	42
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	42	42	0.47%	1.79%	3.84%	Q2 2013	Q3 2023	42
Courage Miller Partners, LLC	42	42	0.18%	0.71%	1.25%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.04%	3.34%	5.39%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.23%	0.30%	0.37%	Q2 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.02%	0.09%	0.20%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
VISTA CAPITAL PARTNERS, INC.	42	42	0.20%	0.29%	0.35%	Q2 2013	Q3 2023	42
Ballentine Partners, LLC	42	42	1.86%	3.32%	5.88%	Q2 2013	Q3 2023	42
Financial Advisory Group	42	42	1.67%	3.41%	6.78%	Q2 2013	Q3 2023	42
Bragg Financial Advisors, Inc	42	42	0.18%	0.50%	0.86%	Q2 2013	Q3 2023	42
Cetera Advisor Networks LLC	21	21	0.10%	0.19%	0.54%	Q1 2013	Q3 2023	42
Ifrah Financial Services, Inc.	42	42	1.39%	1.52%	1.78%	Q2 2013	Q3 2023	42
BLB&B Advisors, LLC	42	42	0.13%	0.54%	1.45%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
Scott & Selber, Inc.	42	42	0.73%	0.86%	0.96%	Q2 2013	Q3 2023	42
FIRST MANHATTAN CO. LLC.	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Advisors Capital Management, LLC	42	42	0.02%	0.13%	0.31%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.06%	0.11%	0.14%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	1.31%	2.67%	4.36%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.15%	0.36%	0.50%	Q2 2013	Q3 2023	42
TRUST CO OF VERMONT	42	42	0.07%	0.09%	0.10%	Q2 2013	Q3 2023	42
NORTHSTAR ASSET MANAGEMENT Co LLC	42	42	0.54%	0.72%	1.02%	Q2 2013	Q3 2023	42
TCI Wealth Advisors, Inc.	42	42	0.01%	0.02%	0.05%	Q4 2012	Q1 2023	42
CHATHAM CAPITAL GROUP, INC.	42	42	0.58%	2.13%	3.21%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.01%	0.02%	0.09%	Q2 2013	Q3 2023	42
Carlson Capital Management	42	42	4.14%	17.11%	25.99%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	0.23%	1.26%	2.27%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.01%	0.03%	0.16%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
PINNACLE ASSOCIATES LTD	42	42	0.13%	0.23%	0.41%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.32%	0.56%	0.83%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	7.00%	15.71%	20.25%	Q2 2013	Q2 2023	41
BAILARD, INC.	31	10	0.01%	0.07%	0.28%	Q2 2013	Q3 2023	41
Verus Financial Partners, Inc.	40	1	0.13%	6.82%	12.56%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	41
COLDSTREAM CAPITAL MANAGEMENT INC	37	4	1.05%	6.14%	9.04%	Q2 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	41
BOKF, NA	32	9	0.01%	0.01%	0.03%	Q2 2013	Q3 2023	41
UNITED CAPITAL FINANCIAL ADVISORS, LLC	39	2	0.07%	0.13%	0.22%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.01%	0.07%	0.18%	Q3 2013	Q3 2023	41
CITY HOLDING CO	40	40	0.11%	0.16%	0.21%	Q4 2013	Q3 2023	40
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	40	40	0.02%	0.04%	0.08%	Q4 2013	Q3 2023	40
United Asset Strategies, Inc.	38	1	0.03%	0.26%	0.92%	Q2 2013	Q3 2023	40
Baltimore-Washington Financial Advisors, Inc.	40	40	1.51%	3.46%	8.43%	Q4 2013	Q3 2023	40
SAGE FINANCIAL GROUP INC	40	40	0.86%	1.57%	2.57%	Q4 2013	Q3 2023	40
NAPLES GLOBAL ADVISORS, LLC	40	40	1.64%	2.56%	3.65%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	1.02%	1.29%	1.70%	Q4 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.46%	1.57%	2.41%	Q4 2013	Q3 2023	40
Avior Wealth Management, LLC	40	40	0.31%	0.79%	1.72%	Q4 2013	Q3 2023	40
Private Ocean, LLC	40	40	0.08%	0.24%	0.41%	Q4 2013	Q3 2023	40
Evanson Asset Management, LLC	40	40	0.15%	0.30%	0.43%	Q4 2013	Q3 2023	40
Raymond James Financial Services Advisors, Inc.	33	1	0.06%	0.11%	0.18%	Q2 2013	Q3 2023	40
HighTower Advisors, LLC	29	11	0.01%	0.07%	0.37%	Q3 2013	Q3 2023	40
Citadel Advisors	11	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	40
Marquette Asset Management, LLC	21	19	0.05%	0.09%	0.13%	Q2 2013	Q3 2023	40
COMERICA BANK	38	1	0.00%	0.04%	0.20%	Q3 2013	Q3 2023	39
Gibson Capital, LLC	39	39	2.10%	3.87%	4.78%	Q1 2014	Q3 2023	39
Arete Wealth Advisors, LLC	30	9	0.09%	0.52%	1.65%	Q4 2013	Q3 2023	39
CHOREO, LLC	39	39	0.31%	0.90%	1.71%	Q1 2014	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.01%	0.25%	1.50%	Q2 2013	Q4 2022	39
VANGUARD GROUP INC	39	39	0.00%	0.01%	0.02%	Q1 2014	Q3 2023	39
SouthState Corp	39	39	0.04%	0.18%	0.26%	Q1 2014	Q3 2023	39
Mathes Company, Inc.	37	2	0.24%	0.84%	1.46%	Q4 2013	Q3 2023	39
Cetera Advisors LLC	25	14	0.01%	0.08%	0.38%	Q2 2013	Q3 2023	39
FAS Wealth Partners, Inc.	38	1	0.07%	0.13%	0.25%	Q4 2013	Q3 2023	39
DOWLING & YAHNKE LLC	38	38	0.23%	0.62%	0.93%	Q2 2013	Q3 2022	38
One Capital Management, LLC	35	3	0.03%	0.15%	0.27%	Q1 2014	Q3 2023	38
CULLEN/FROST BANKERS, INC.	38	38	0.03%	0.14%	0.19%	Q2 2014	Q3 2023	38
UBS Group AG	36	36	0.00%	0.12%	0.19%	Q4 2014	Q3 2023	38
Ashfield Capital Partners, LLC	38	38	0.02%	0.05%	0.07%	Q2 2013	Q3 2022	38
Garde Capital, Inc.	38	38	0.22%	0.72%	7.33%	Q2 2014	Q3 2023	38
Private Advisor Group, LLC	37	37	0.01%	0.65%	1.88%	Q3 2014	Q3 2023	37
Covington Capital Management	30	7	0.04%	0.06%	0.10%	Q2 2013	Q3 2022	37
HERITAGE INVESTORS MANAGEMENT CORP	22	4	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	37
DT Investment Partners, LLC	32	5	0.00%	0.06%	0.09%	Q2 2014	Q3 2023	37
WHITTIER TRUST CO OF NEVADA INC	37	37	0.00%	0.14%	0.43%	Q3 2014	Q3 2023	37
THOMPSON SIEGEL & WALMSLEY LLC	37	37	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	37
Wealth Architects, LLC	36	36	2.55%	3.21%	4.30%	Q4 2014	Q3 2023	36
NATIXIS ADVISORS, L.P.	36	36	0.01%	0.06%	0.14%	Q4 2014	Q3 2023	36
M&T BANK CORP	21	15	0.00%	0.01%	0.01%	Q3 2014	Q3 2023	36
COMMERCE BANK	36	36	0.03%	0.08%	0.21%	Q4 2014	Q3 2023	36
FORVIS Wealth Advisors, LLC	36	36	0.03%	0.05%	0.06%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.04%	0.10%	0.36%	Q4 2014	Q3 2023	36
STIFEL FINANCIAL CORP	36	36	0.01%	0.01%	0.03%	Q4 2014	Q3 2023	36
Pinnacle Wealth Management Advisory Group, LLC	36	36	0.55%	1.64%	2.48%	Q4 2014	Q3 2023	36
Glassman Wealth Services	36	36	0.13%	0.18%	0.33%	Q4 2014	Q3 2023	36
ASPIRIANT, LLC	23	1	0.04%	0.18%	0.69%	Q2 2013	Q3 2023	36
Advisory Services Network, LLC	27	1	0.02%	0.04%	0.06%	Q4 2013	Q3 2023	36
JANE STREET GROUP, LLC	13	2	0.00%	0.02%	0.10%	Q3 2014	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	35	35	0.07%	0.21%	0.60%	Q1 2015	Q3 2023	35
Transamerica Financial Advisors, Inc.	35	35	5.88%	11.04%	24.92%	Q1 2015	Q3 2023	35
PITTENGER & ANDERSON INC	35	35	0.27%	1.57%	2.77%	Q1 2015	Q3 2023	35
SEI INVESTMENTS CO	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	35
McCutchen Group LLC	35	35	0.19%	0.23%	0.28%	Q1 2014	Q3 2022	35
Alley Co LLC	35	35	0.13%	0.79%	1.42%	Q2 2013	Q4 2021	35
Roble, Belko & Company, Inc	35	35	0.00%	0.83%	2.96%	Q1 2015	Q3 2023	35
Ironwood Financial, llc	31	4	0.26%	0.93%	2.29%	Q4 2014	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.07%	0.10%	0.28%	Q2 2013	Q4 2021	35
WEALTHCARE CAPITAL MANAGEMENT LLC	28	2	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	35
PETTYJOHN, WOOD & WHITE, INC	34	34	0.10%	0.16%	0.23%	Q2 2015	Q3 2023	34
Maryland Capital Management	24	10	0.03%	0.10%	0.19%	Q2 2013	Q3 2022	34
Stratos Wealth Partners, LTD.	34	34	0.05%	0.17%	0.31%	Q2 2015	Q3 2023	34
Alexandria Capital, LLC	34	34	0.30%	0.86%	2.55%	Q2 2013	Q3 2021	34
QCI ASSET MANAGEMENT INC/NY	34	34	0.02%	0.02%	0.03%	Q2 2013	Q3 2021	34
ELM ADVISORS, LLC	34	34	2.67%	3.19%	5.08%	Q4 2013	Q1 2022	34
BESSEMER GROUP INC	32	2	0.00%	0.00%	0.01%	Q3 2014	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.04%	0.08%	0.12%	Q2 2013	Q3 2021	34
Baird Financial Group, Inc.	34	34	0.02%	0.04%	0.06%	Q2 2015	Q3 2023	34
Versant Capital Management, Inc	33	33	0.06%	0.80%	1.18%	Q4 2015	Q4 2023	33
RiverFront Investment Group, LLC	33	33	0.04%	0.76%	3.76%	Q4 2011	Q4 2019	33
MYCIO WEALTH PARTNERS, LLC	14	5	0.01%	0.03%	0.08%	Q2 2013	Q3 2023	33
MUFG Americas Holdings Corp	15	7	0.00%	0.00%	0.01%	Q4 2010	Q3 2022	33
Glenview Trust Co	28	1	0.06%	0.19%	0.24%	Q4 2011	Q3 2023	33
BADGLEY PHELPS & BELL INC	33	33	0.56%	1.00%	1.98%	Q2 2013	Q2 2021	33
Armbruster Capital Management, Inc.	32	32	1.23%	1.65%	2.61%	Q4 2015	Q3 2023	32
Mariner, LLC	29	1	0.02%	0.14%	0.20%	Q2 2013	Q3 2023	32
SHAYNE & JACOBS, LLC	26	2	0.07%	0.19%	0.25%	Q3 2014	Q3 2023	32
NEW ENGLAND ASSET MANAGEMENT INC	16	16	0.01%	0.04%	0.06%	Q2 2013	Q4 2022	32
Coe Capital Management, LLC	31	1	0.08%	0.28%	0.57%	Q2 2013	Q2 2021	32
Carlton Hofferkamp & Jenks Wealth Management, LLC	32	32	0.21%	1.71%	2.56%	Q4 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.00%	Q4 2015	Q3 2023	32
BRIGHTON JONES LLC	26	6	0.16%	0.38%	0.49%	Q3 2015	Q3 2023	32
Anchor Investment Management, LLC	32	32	0.00%	0.00%	0.00%	Q1 2016	Q4 2023	32
PACIFIC FINANCIAL GROUP INC	20	1	0.09%	0.91%	2.60%	Q2 2013	Q3 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	0.14%	0.34%	0.64%	Q4 2015	Q3 2023	32
Clarius Group, LLC	32	32	0.08%	0.20%	0.46%	Q4 2015	Q3 2023	32
Plante Moran Financial Advisors, LLC	26	6	0.01%	0.79%	4.32%	Q1 2014	Q3 2023	32
Berkeley Capital Partners, LLC	32	32	0.30%	0.44%	0.59%	Q4 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.22%	0.39%	0.66%	Q4 2015	Q3 2023	32
Oakworth Capital, Inc.	32	32	0.06%	0.13%	0.21%	Q4 2015	Q3 2023	32
THRIVENT FINANCIAL FOR LUTHERANS	25	25	0.00%	0.00%	0.01%	Q3 2017	Q3 2023	32
Simmons Bank	31	31	0.70%	1.20%	2.16%	Q1 2016	Q3 2023	31
Baker Avenue Asset Management, LP	31	31	0.18%	1.57%	5.22%	Q1 2016	Q3 2023	31
BOSTON FINANCIAL MANGEMENT LLC	31	31	0.02%	0.02%	0.04%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	31
Intersect Capital LLC	31	31	0.09%	0.19%	0.45%	Q4 2014	Q2 2022	31
PATHSTONE FAMILY OFFICE, LLC	14	1	0.00%	1.72%	7.46%	Q2 2013	Q3 2023	31
Perigon Wealth Management, LLC	30	1	0.02%	0.07%	0.16%	Q3 2011	Q3 2023	31
LINCOLN NATIONAL CORP	31	31	0.12%	0.14%	0.21%	Q1 2016	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.01%	0.01%	0.01%	Q1 2016	Q3 2023	31
OLD NATIONAL BANCORP /IN/	22	4	0.01%	0.03%	0.07%	Q1 2014	Q3 2023	30
B. Riley Wealth Advisors, Inc.	25	1	0.00%	0.05%	0.06%	Q3 2013	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.01%	0.04%	0.09%	Q2 2013	Q3 2020	30
Efficient Advisors, LLC	30	30	0.04%	0.28%	1.35%	Q2 2016	Q3 2023	30
BLAIR WILLIAM & CO/IL	30	30	0.00%	0.00%	0.02%	Q2 2016	Q3 2023	30
First Personal Financial Services	30	30	0.00%	0.08%	0.11%	Q2 2016	Q3 2023	30
Capital Investment Advisors, LLC	30	30	0.02%	0.03%	0.04%	Q3 2016	Q4 2023	30
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	30	30	0.01%	0.02%	0.02%	Q2 2016	Q3 2023	30
CWM, LLC	21	8	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	29
CREDIT SUISSE AG/	14	1	0.00%	0.00%	0.02%	Q1 2013	Q4 2022	29
MASSMUTUAL TRUST CO FSB/ADV	20	1	0.00%	0.01%	0.05%	Q2 2014	Q4 2023	29
FARMERS & MERCHANTS INVESTMENTS INC	29	29	0.00%	0.01%	0.06%	Q2 2013	Q2 2020	29
Quantitative Advantage, LLC	28	1	0.37%	0.71%	1.11%	Q2 2013	Q4 2020	29
Connecticut Wealth Management, LLC	29	29	0.02%	0.30%	0.92%	Q3 2016	Q3 2023	29
Whitegate Investment Counselors, Inc.	28	1	0.61%	0.93%	2.05%	Q1 2014	Q1 2023	29
First Heartland Consultants, Inc.	28	1	0.01%	0.13%	0.42%	Q2 2013	Q3 2023	29
PALLADIUM PARTNERS LLC	26	1	0.00%	0.02%	0.05%	Q2 2013	Q1 2022	29
Sandy Spring Bank	12	3	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	29
Evercore Wealth Management, LLC	29	29	0.06%	0.09%	0.13%	Q3 2016	Q3 2023	29
Winslow, Evans & Crocker, Inc.	29	29	0.00%	0.01%	0.01%	Q4 2013	Q4 2020	29
SVA Wealth Management, LLC	29	29	0.66%	1.03%	2.52%	Q4 2013	Q4 2020	29
Catalyst Capital Advisors LLC	29	29	2.05%	2.60%	5.85%	Q3 2016	Q3 2023	29
SIGNATUREFD, LLC	23	2	0.01%	1.08%	4.77%	Q2 2013	Q3 2023	28
Perkins Coie Trust Co	28	28	0.02%	0.03%	0.04%	Q4 2016	Q3 2023	28
Blankinship & Foster, LLC	28	28	0.66%	1.07%	1.86%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	0.09%	0.17%	0.32%	Q4 2016	Q3 2023	28
Smithfield Trust Co	28	28	0.06%	0.12%	0.32%	Q4 2016	Q3 2023	28
WEBSTER BANK, N. A.	28	28	0.01%	0.01%	0.01%	Q4 2016	Q3 2023	28
Baystate Wealth Management LLC	28	28	0.00%	0.05%	0.32%	Q4 2016	Q3 2023	28
BlueSky Wealth Advisors, LLC	28	28	0.46%	1.66%	3.61%	Q4 2016	Q3 2023	28
CIBC WORLD MARKET INC.	24	4	0.00%	0.00%	0.01%	Q3 2014	Q3 2022	28
Ausdal Financial Partners, Inc.	28	28	0.15%	0.60%	1.12%	Q4 2016	Q3 2023	28
AllSquare Wealth Management LLC	28	28	0.01%	0.01%	0.01%	Q4 2016	Q3 2023	28
NEXT Financial Group, Inc	13	4	0.00%	0.16%	0.39%	Q3 2014	Q4 2021	28
Sargent Bickham Lagudis LLC	28	28	0.02%	0.03%	0.06%	Q1 2016	Q4 2022	28
Global Retirement Partners, LLC	28	28	0.00%	0.03%	0.18%	Q4 2016	Q3 2023	28
Riverpoint Wealth Management Holdings, LLC	28	28	2.29%	2.84%	3.42%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	1.31%	3.61%	7.18%	Q4 2016	Q3 2023	28
Millburn Ridgefield Corp	28	28	2.80%	3.48%	8.02%	Q4 2016	Q3 2023	28
CIBC BANK USA	27	27	0.05%	0.12%	0.18%	Q2 2013	Q4 2019	27
QUADRANT CAPITAL GROUP LLC	27	27	0.00%	0.14%	0.61%	Q1 2017	Q3 2023	27
WBH ADVISORY INC	25	2	0.03%	0.06%	0.08%	Q2 2016	Q3 2023	27
Parkside Financial Bank & Trust	15	1	0.00%	0.13%	0.53%	Q3 2015	Q3 2023	27
Paracle Advisors, LLC	27	27	0.56%	0.85%	1.42%	Q3 2014	Q1 2021	27
Thomasville National Bank	27	27	0.10%	0.11%	0.12%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.03%	0.13%	0.22%	Q2 2013	Q4 2019	27
Conservest Capital Advisors, Inc.	27	27	0.04%	0.05%	0.06%	Q1 2017	Q3 2023	27
JOHNSON INVESTMENT COUNSEL INC	16	1	0.00%	0.01%	0.01%	Q1 2016	Q3 2023	27
Acropolis Investment Management, LLC	20	7	0.04%	1.45%	2.87%	Q4 2016	Q3 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.34%	0.47%	0.70%	Q4 2016	Q3 2023	27
Fusion Family Wealth LLC	27	27	1.10%	2.25%	4.92%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	0.10%	0.30%	0.44%	Q2 2015	Q4 2021	27
Waldron Private Wealth LLC	27	27	0.04%	0.05%	0.08%	Q1 2017	Q3 2023	27
Snowden Capital Advisors LLC	19	8	0.03%	0.11%	0.24%	Q4 2016	Q3 2023	27
Affiance Financial, LLC	21	3	0.01%	0.29%	0.62%	Q4 2014	Q4 2022	27
Continuum Advisory, LLC	27	27	1.04%	3.16%	5.81%	Q1 2017	Q3 2023	27
AJ WEALTH STRATEGIES, LLC	27	27	0.12%	0.31%	0.82%	Q4 2016	Q2 2023	27
Voya Financial Advisors, Inc.	27	27	0.31%	6.10%	13.47%	Q1 2017	Q3 2023	27
STEPHENS INC /AR/	26	26	0.01%	0.01%	0.07%	Q2 2017	Q3 2023	26
Capital Analysts, LLC	23	1	0.00%	0.02%	0.07%	Q4 2014	Q3 2023	26
NICOLET BANKSHARES INC	26	26	0.48%	1.88%	4.44%	Q2 2017	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.27%	0.37%	0.72%	Q2 2017	Q3 2023	26
MADISON INVESTMENT HOLDINGS INC	26	26	0.46%	0.70%	1.14%	Q2 2013	Q3 2019	26
Bridgeworth, LLC	23	3	0.11%	0.53%	1.16%	Q4 2016	Q3 2023	26
UBS ASSET MANAGEMENT AMERICAS INC	26	26	0.00%	0.00%	0.02%	Q2 2013	Q3 2019	26
AlphaMark Advisors, LLC	26	26	0.04%	0.04%	0.05%	Q2 2013	Q3 2019	26
DIVIDEND ASSETS CAPITAL, LLC	25	1	0.00%	0.18%	0.44%	Q2 2016	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.09%	0.20%	0.33%	Q2 2017	Q3 2023	26
Financial Architects, Inc	18	1	0.00%	0.01%	0.09%	Q2 2013	Q4 2022	26
Caprock Group, LLC	18	1	0.08%	0.19%	0.40%	Q2 2015	Q3 2023	26
AXA S.A.	26	26	0.02%	0.13%	0.17%	Q2 2013	Q3 2019	26
BB&T SECURITIES, LLC	26	26	0.04%	0.11%	0.26%	Q2 2013	Q3 2019	26
Bank OZK	26	26	0.08%	0.26%	0.37%	Q2 2017	Q3 2023	26
Personal Capital Advisors Corp	16	4	0.00%	0.01%	0.03%	Q1 2015	Q4 2022	26
OPPENHEIMER & CO INC	26	26	0.01%	0.03%	0.05%	Q2 2017	Q3 2023	26
NWAM LLC	26	26	0.04%	0.63%	0.89%	Q2 2017	Q3 2023	26
M Holdings Securities, Inc.	13	1	0.03%	0.14%	0.40%	Q2 2014	Q1 2023	25
TRUIST FINANCIAL CORP	25	25	0.00%	0.02%	0.07%	Q3 2017	Q3 2023	25
FIRST MERCHANTS CORP	25	25	0.09%	0.15%	0.23%	Q3 2017	Q3 2023	25
Sigma Planning Corp	16	2	0.01%	0.03%	0.06%	Q1 2017	Q3 2023	25
GRANDFIELD & DODD, LLC	21	4	0.06%	0.07%	0.10%	Q1 2017	Q3 2023	25
Johnson Financial Group, LLC	20	5	3.19%	24.10%	41.85%	Q1 2017	Q3 2023	25
HBK Sorce Advisory LLC	14	1	0.02%	0.38%	0.71%	Q1 2016	Q3 2023	25
HM PAYSON & CO	18	7	0.01%	0.01%	0.01%	Q4 2016	Q3 2023	25
RAYMOND JAMES TRUST N.A.	16	4	0.02%	0.05%	0.06%	Q2 2013	Q3 2023	25
CIBC Private Wealth Group, LLC	25	25	0.00%	0.01%	0.02%	Q3 2017	Q3 2023	25
TIAA, FSB	25	25	0.10%	0.23%	0.36%	Q2 2017	Q2 2023	25
Kingsview Wealth Management, LLC	19	6	0.03%	0.11%	0.34%	Q2 2017	Q3 2023	25
ALERUS FINANCIAL NA	25	25	0.09%	0.10%	0.12%	Q3 2017	Q3 2023	25
Tower Research Capital LLC (TRC)	6	1	0.00%	0.11%	0.55%	Q2 2013	Q3 2023	25
CAPTRUST FINANCIAL ADVISORS	25	25	0.01%	0.10%	0.39%	Q3 2017	Q3 2023	25
MATHER GROUP, LLC.	13	12	0.02%	1.60%	8.73%	Q1 2016	Q3 2023	25
Steward Partners Investment Advisory, LLC	18	7	0.00%	0.01%	0.01%	Q1 2017	Q3 2023	25
Bray Capital Advisors	23	2	0.01%	0.02%	0.04%	Q2 2015	Q3 2023	25
Regal Investment Advisors LLC	10	1	0.00%	0.04%	0.06%	Q2 2013	Q3 2023	25
C M BIDWELL & ASSOCIATES LTD	24	24	0.15%	0.47%	1.66%	Q4 2017	Q3 2023	24
BROWN ADVISORY INC	15	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	24
Carmichael Hill & Associates, Inc.	24	24	0.30%	0.40%	0.59%	Q4 2017	Q3 2023	24
Biltmore Family Office, LLC	24	24	1.61%	2.41%	3.54%	Q4 2017	Q3 2023	24
Kendall Capital Management	24	24	1.93%	2.51%	3.12%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.06%	0.37%	2.83%	Q4 2017	Q3 2023	24
NVWM, LLC	24	24	0.00%	0.12%	0.26%	Q4 2017	Q3 2023	24
VISTA INVESTMENT MANAGEMENT	24	24	0.19%	0.23%	0.32%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.01%	0.02%	0.07%	Q4 2017	Q3 2023	24
Prospera Financial Services Inc	18	1	0.04%	0.11%	0.20%	Q3 2016	Q3 2023	24
UNITED BANK	24	24	0.07%	0.09%	0.11%	Q4 2017	Q3 2023	24
Jackson, Grant Investment Advisers, Inc.	17	7	0.02%	0.02%	0.02%	Q3 2017	Q3 2023	24
FIRST NATIONAL TRUST CO	24	24	0.02%	0.03%	0.04%	Q3 2016	Q2 2022	24
Patten Group, Inc.	19	1	0.06%	0.07%	0.11%	Q4 2014	Q1 2022	24
Merit Financial Group, LLC	24	24	0.01%	0.09%	0.29%	Q4 2017	Q3 2023	24
ORSER CAPITAL MANAGEMENT, LLC	24	24	0.23%	0.74%	1.64%	Q4 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.15%	0.17%	0.22%	Q4 2017	Q3 2023	24
National Mutual Insurance Federation of Agricultural Cooperatives	24	24	3.27%	16.41%	19.07%	Q4 2017	Q3 2023	24
MONETA GROUP INVESTMENT ADVISORS LLC	24	24	0.00%	2.17%	4.44%	Q4 2017	Q3 2023	24
Cornerstone Management, Inc.	24	24	0.10%	0.19%	0.28%	Q4 2017	Q3 2023	24
New England Private Wealth Advisors LLC	17	2	0.04%	0.07%	0.09%	Q3 2014	Q3 2023	24
Front Row Advisors LLC	24	24	0.02%	0.04%	0.05%	Q4 2017	Q3 2023	24
Hochman Cole Investment Advisors, Inc.	24	24	1.51%	2.09%	2.73%	Q4 2015	Q3 2021	24
Cornerstone Advisors, Inc.	24	24	0.02%	2.16%	17.29%	Q4 2014	Q3 2020	24
IFG Advisory, LLC	24	24	0.26%	0.49%	0.70%	Q4 2017	Q3 2023	24
SeaCrest Wealth Management, LLC	24	24	0.04%	0.07%	0.15%	Q4 2017	Q3 2023	24
Gradient Capital Advisors, LLC	24	24	1.48%	1.89%	2.55%	Q4 2017	Q3 2023	24
PrairieView Partners, LLC	24	24	0.34%	0.51%	0.62%	Q4 2017	Q3 2023	24
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	19	4	0.08%	4.69%	8.59%	Q4 2017	Q3 2023	23
Willow Creek Wealth Management Inc.	23	23	0.04%	0.11%	0.17%	Q1 2018	Q3 2023	23
HL FINANCIAL SERVICES LLC	18	5	0.01%	0.02%	0.03%	Q2 2013	Q1 2019	23
Asset Dedication, LLC	12	5	0.02%	0.03%	0.04%	Q4 2015	Q3 2023	23
LAKE STREET ADVISORS GROUP, LLC	15	8	0.12%	0.15%	0.18%	Q4 2017	Q3 2023	23
Measured Wealth Private Client Group, LLC	22	1	0.55%	0.92%	2.43%	Q3 2017	Q3 2023	23
Texas Yale Capital Corp.	23	23	0.04%	0.22%	0.29%	Q1 2018	Q3 2023	23
ASSETMARK, INC	10	1	0.00%	0.00%	0.03%	Q4 2013	Q3 2023	23
MILLENNIUM MANAGEMENT LLC	13	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	23
NewEdge Advisors, LLC	22	1	0.02%	0.11%	0.20%	Q2 2017	Q3 2023	23
BerganKDV Wealth Management, LLC	23	23	0.00%	0.02%	0.06%	Q4 2017	Q2 2023	23
MGO ONE SEVEN LLC	21	2	0.03%	0.19%	0.34%	Q4 2017	Q3 2023	23
Doyle Wealth Management	23	23	0.03%	0.04%	0.06%	Q1 2017	Q3 2022	23
Homrich & Berg	23	23	0.02%	0.03%	0.06%	Q1 2016	Q3 2021	23
Fiera Capital Corp	23	23	0.01%	0.01%	0.01%	Q2 2015	Q4 2020	23
SUNTRUST BANKS INC	19	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2019	23
REGIONS FINANCIAL CORP	14	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	23
STALEY CAPITAL ADVISERS INC	23	23	0.02%	0.06%	0.08%	Q1 2018	Q3 2023	23
FIRST HAWAIIAN BANK	21	2	0.01%	0.43%	0.68%	Q2 2013	Q3 2023	23
COURIER CAPITAL LLC	22	22	0.03%	0.06%	0.08%	Q2 2013	Q3 2018	22
Valeo Financial Advisors, LLC	14	8	0.00%	0.01%	0.04%	Q4 2017	Q3 2023	22
Strategic Advisors LLC	14	1	0.13%	0.17%	0.21%	Q2 2013	Q2 2020	22
Patriot Wealth Management, Inc.	22	22	0.11%	0.14%	0.18%	Q3 2013	Q4 2018	22
Pathway Financial Advisors LLC	14	8	0.16%	0.68%	1.70%	Q4 2017	Q3 2023	22
Carnegie Capital Asset Management, LLC	18	4	0.02%	0.04%	0.09%	Q2 2013	Q3 2023	22
Pegasus Partners Ltd.	22	22	0.04%	0.09%	0.15%	Q2 2018	Q3 2023	22
FDx Advisors, Inc.	13	2	0.02%	0.60%	2.88%	Q1 2017	Q3 2023	22
FOSTER & MOTLEY INC	17	1	0.02%	0.04%	0.06%	Q3 2014	Q3 2020	22
Veritable, L.P.	21	1	0.00%	0.08%	0.12%	Q4 2013	Q2 2023	22
CX Institutional	22	22	0.68%	2.32%	4.54%	Q2 2018	Q3 2023	22
SPC Financial, Inc.	17	1	0.06%	1.49%	2.40%	Q2 2013	Q3 2023	21
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13	8	0.00%	0.00%	0.00%	Q4 2015	Q1 2022	21
IHT Wealth Management, LLC	11	10	0.00%	0.07%	0.11%	Q2 2017	Q3 2023	21
Resource Planning Group	21	21	1.46%	6.05%	8.23%	Q3 2018	Q3 2023	21
C-J Advisory, Inc.	21	21	6.25%	7.47%	8.58%	Q3 2016	Q3 2021	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.01%	0.03%	0.08%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.01%	0.07%	0.17%	Q1 2017	Q3 2023	21
Lido Advisors, LLC	20	1	0.00%	0.04%	0.47%	Q4 2016	Q2 2023	21
CYPRESS CAPITAL MANAGEMENT LLC	21	21	0.43%	0.55%	0.60%	Q3 2017	Q3 2022	21
First Financial Bank - Trust Division	15	2	0.03%	0.03%	0.04%	Q2 2018	Q4 2023	21
HIGHLAND CAPITAL MANAGEMENT, LLC	14	1	0.01%	0.02%	0.02%	Q2 2015	Q3 2023	21
MONETTA FINANCIAL SERVICES INC	21	21	2.82%	4.17%	4.94%	Q2 2013	Q2 2018	21
FIDUCIARY TRUST CO	21	21	0.01%	0.01%	0.01%	Q3 2018	Q3 2023	21
SALEM INVESTMENT COUNSELORS INC	18	3	0.01%	0.03%	0.44%	Q3 2016	Q3 2023	21
WATERS PARKERSON & CO., LLC	11	4	0.01%	0.02%	0.10%	Q4 2015	Q3 2023	21
Cresset Asset Management, LLC	20	20	0.03%	0.74%	3.12%	Q4 2018	Q3 2023	20
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	20	20	0.18%	0.38%	0.65%	Q2 2017	Q1 2022	20
Private Portfolio Partners LLC	20	20	0.53%	0.66%	0.79%	Q4 2018	Q3 2023	20
JFG Wealth Management, LLC	20	20	3.98%	23.60%	38.45%	Q4 2018	Q3 2023	20
Great Point Wealth Advisors, LLC	20	20	0.49%	0.72%	1.69%	Q4 2018	Q3 2023	20
GREAT VALLEY ADVISOR GROUP, INC.	20	20	0.17%	0.40%	1.32%	Q4 2018	Q3 2023	20
Cetera Investment Advisers	13	7	0.02%	0.03%	0.05%	Q2 2018	Q3 2023	20
THOMPSON DAVIS & CO., INC.	20	20	0.11%	0.53%	2.41%	Q4 2013	Q3 2018	20
Black Diamond Financial, LLC	20	20	1.20%	1.61%	2.16%	Q4 2018	Q3 2023	20
Next Capital Management LLC	20	20	0.39%	0.49%	0.66%	Q4 2018	Q3 2023	20
Hurlow Wealth Management Group, Inc.	20	20	7.28%	10.55%	12.94%	Q4 2018	Q3 2023	20
SYNOVUS FINANCIAL CORP	10	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	20
WEDBUSH SECURITIES INC	20	20	0.02%	0.02%	0.04%	Q4 2018	Q3 2023	20
Savant Capital, LLC	15	5	0.01%	0.03%	0.05%	Q3 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.00%	0.01%	0.02%	Q3 2017	Q2 2022	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	6.48%	8.62%	11.09%	Q2 2016	Q1 2021	20
American Portfolios Advisors	20	20	0.04%	0.30%	0.60%	Q4 2017	Q3 2022	20
McCarthy Grittinger Financial Group, LLC	20	20	21.40%	25.41%	30.15%	Q4 2018	Q3 2023	20
America First Investment Advisors, LLC	20	20	0.01%	0.01%	0.01%	Q3 2015	Q2 2020	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.10%	0.22%	0.37%	Q4 2017	Q4 2022	20
PROFFITT & GOODSON INC	20	20	0.88%	1.38%	1.84%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	1.68%	2.15%	2.47%	Q4 2016	Q3 2021	20
SigFig Wealth Management, LLC	20	20	0.06%	0.10%	0.18%	Q4 2018	Q3 2023	20
Ameritas Investment Partners, Inc.	14	6	0.00%	0.00%	0.00%	Q4 2014	Q3 2023	20
Whitnell & Co.	15	5	0.00%	0.02%	0.12%	Q2 2013	Q4 2019	20
Dorsey & Whitney Trust CO LLC	20	20	0.07%	0.19%	0.38%	Q4 2018	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	0.03%	0.06%	0.11%	Q1 2016	Q4 2020	20
Cypress Wealth Services, LLC	20	20	0.44%	0.68%	1.00%	Q4 2018	Q3 2023	20
WASHINGTON TRUST BANK	20	20	0.00%	0.02%	0.06%	Q1 2014	Q4 2018	20
Financial Advantage, Inc.	16	1	0.04%	0.19%	0.37%	Q3 2017	Q3 2023	20
RMB Capital Management, LLC	13	1	0.01%	0.01%	0.01%	Q4 2017	Q3 2023	20
Claro Advisors LLC	20	20	0.26%	0.40%	0.56%	Q4 2018	Q3 2023	20
Wealthfront Advisers LLC	20	20	0.46%	0.70%	0.94%	Q4 2018	Q3 2023	20
Bernardo Wealth Planning LLC	20	20	0.17%	0.29%	0.50%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.13%	0.22%	0.34%	Q4 2018	Q3 2023	20
Allred Capital Management, LLC	20	20	0.19%	0.28%	0.32%	Q4 2018	Q3 2023	20
Salomon & Ludwin, LLC	20	20	0.08%	0.14%	0.18%	Q4 2018	Q3 2023	20
Krilogy Financial LLC	9	1	0.02%	0.03%	0.05%	Q3 2015	Q1 2023	20
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	0.43%	0.54%	0.78%	Q1 2019	Q3 2023	19
Merriman Wealth Management, LLC	19	19	0.03%	0.21%	0.86%	Q1 2019	Q3 2023	19
Schoolcraft Capital LLC	19	19	0.08%	0.15%	0.24%	Q1 2019	Q3 2023	19
Parallax Volatility Advisers, L.P.	19	19	0.00%	0.00%	0.00%	Q4 2014	Q2 2019	19
Jaffetilchin Investment Partners, LLC	19	19	0.13%	4.23%	5.84%	Q1 2019	Q3 2023	19
Royal Fund Management, LLC	14	5	0.00%	1.25%	2.18%	Q1 2018	Q3 2023	19
TSFG, LLC	19	19	0.04%	0.12%	0.44%	Q1 2019	Q3 2023	19
CENTAURUS FINANCIAL, INC.	16	1	0.01%	0.04%	0.07%	Q2 2018	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.04%	0.37%	0.92%	Q4 2018	Q3 2023	19
Wealthquest Corp	14	5	1.25%	16.15%	25.45%	Q4 2018	Q3 2023	19
Domani Wealth, LLC	19	19	0.05%	0.12%	0.16%	Q3 2016	Q1 2021	19
LEVEL FOUR ADVISORY SERVICES, LLC	17	2	0.01%	0.02%	0.04%	Q1 2017	Q3 2023	19
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.01%	0.01%	0.07%	Q3 2018	Q3 2023	19
Rockefeller Capital Management L.P.	19	19	0.00%	0.04%	0.07%	Q1 2019	Q3 2023	19
Ironsides Asset Advisors, LLC	11	4	0.07%	0.26%	0.52%	Q2 2014	Q3 2023	19
Wealthspire Advisors, LLC	18	1	0.01%	0.79%	1.59%	Q4 2018	Q3 2023	19
Jackson Hole Capital Partners, LLC	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
Triangle Securities Wealth Management	8	3	0.07%	0.09%	0.12%	Q4 2017	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.04%	0.07%	0.12%	Q1 2019	Q3 2023	19
Braun-Bostich & Associates Inc.	16	1	0.30%	0.57%	1.09%	Q4 2017	Q3 2023	19
Slow Capital, Inc.	17	2	0.03%	0.11%	0.14%	Q4 2017	Q3 2023	19
Hall Kathryn A.	19	19	1.13%	1.63%	2.45%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	1.08%	1.56%	3.31%	Q4 2017	Q2 2022	19
Weaver Consulting Group	19	19	0.08%	0.17%	0.22%	Q1 2019	Q3 2023	19
Graves Light Lenhart Wealth, Inc.	19	19	0.06%	0.06%	0.08%	Q1 2019	Q3 2023	19
EisnerAmper Wealth Management Corporate Benefits, LLC	14	4	0.41%	0.47%	0.56%	Q4 2014	Q4 2019	18
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	18	18	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	18
UNITED BANK, INC.	18	18	0.13%	0.16%	0.18%	Q2 2013	Q3 2017	18
D.A. DAVIDSON & CO.	8	3	0.00%	0.04%	0.09%	Q2 2013	Q3 2023	18
Jefferies Group LLC	17	1	0.00%	0.01%	0.05%	Q2 2015	Q3 2022	18
BALASA DINVERNO & FOLTZ LLC	18	18	0.04%	0.06%	0.08%	Q2 2018	Q3 2022	18
Commonwealth Equity Services, Inc	18	18	0.23%	0.28%	0.33%	Q2 2013	Q3 2017	18
Ancora Advisors LLC	16	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	18
Jacobus Wealth Management, Inc.	18	18	0.04%	0.07%	0.32%	Q2 2013	Q3 2017	18
Modera Wealth Management, LLC	18	18	0.08%	0.13%	0.23%	Q2 2019	Q3 2023	18
Frontier Wealth Management LLC	10	1	0.01%	0.03%	0.04%	Q3 2017	Q2 2022	18
CAHILL FINANCIAL ADVISORS INC	18	18	0.12%	0.30%	0.52%	Q2 2019	Q3 2023	18
SVB WEALTH LLC	18	18	0.00%	0.02%	0.04%	Q2 2019	Q3 2023	18
MITCHELL MCLEOD PUGH & WILLIAMS INC	18	18	0.11%	0.16%	0.22%	Q2 2019	Q3 2023	18
Venturi Wealth Management, LLC	18	18	0.02%	0.03%	0.06%	Q2 2019	Q3 2023	18
Independence Advisors, LLC	18	18	0.20%	0.24%	0.32%	Q2 2016	Q3 2020	18
Geneos Wealth Management Inc.	17	1	0.00%	0.06%	0.94%	Q1 2017	Q3 2023	18
FORTEM FINANCIAL GROUP, LLC	18	18	0.65%	0.82%	1.03%	Q2 2019	Q3 2023	18
Tranquility Partners, LLC	18	18	0.42%	0.64%	1.06%	Q2 2019	Q3 2023	18
DELTA FINANCIAL ADVISORS LLC	18	18	0.16%	0.19%	0.21%	Q2 2019	Q3 2023	18
CITIZENS FINANCIAL GROUP INC/RI	17	1	0.00%	0.19%	0.31%	Q1 2019	Q3 2023	18
DEUTSCHE BANK AG\	14	4	0.00%	0.02%	0.06%	Q1 2014	Q2 2021	18
Manchester Capital Management LLC	11	2	0.00%	0.03%	0.05%	Q4 2014	Q3 2023	17
Hanson & Doremus Investment Management	16	1	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	17
HOERTKORN RICHARD CHARLES	17	17	0.01%	0.01%	0.02%	Q3 2019	Q3 2023	17
NBT BANK N A /NY	13	1	0.03%	0.06%	0.10%	Q2 2013	Q4 2021	17
Cable Hill Partners, LLC	17	17	0.01%	0.03%	0.04%	Q4 2014	Q4 2018	17
Physician Wealth Advisors, Inc.	17	17	0.21%	0.24%	0.28%	Q3 2019	Q3 2023	17
TOWER BRIDGE ADVISORS	17	17	0.07%	0.09%	0.11%	Q2 2013	Q2 2017	17
Essex Financial Services, Inc.	12	5	0.04%	0.07%	0.11%	Q1 2018	Q3 2023	17
PERSONAL CFO SOLUTIONS, LLC	17	17	0.08%	0.15%	0.35%	Q3 2019	Q3 2023	17
FINANCIAL COUNSELORS INC	9	1	0.01%	0.01%	0.01%	Q2 2017	Q3 2023	17
SOL Capital Management CO	13	1	0.03%	0.05%	0.06%	Q3 2018	Q2 2023	17
Sonora Investment Management, LLC	11	1	0.00%	0.01%	0.02%	Q3 2015	Q3 2021	17
WOLVERINE TRADING, LLC	6	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2023	17
Gemmer Asset Management LLC	17	17	0.00%	0.00%	0.01%	Q1 2018	Q1 2022	17
American Investment Services, Inc.	17	17	0.06%	0.61%	0.82%	Q3 2019	Q3 2023	17
Wealthcare Advisory Partners LLC	8	3	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	17
Mosaic Family Wealth, LLC	17	17	0.61%	0.87%	1.16%	Q4 2017	Q4 2021	17
FC Advisory LLC	17	17	0.26%	0.52%	1.17%	Q4 2019	Q4 2023	17
FineMark National Bank & Trust	7	1	0.00%	0.01%	0.01%	Q2 2015	Q1 2022	17
MAI Capital Management	17	17	0.03%	0.07%	0.10%	Q3 2019	Q3 2023	17
PRW Wealth Management LLC	11	1	0.06%	3.13%	12.77%	Q4 2018	Q3 2023	17
WFG Advisors, LP	16	16	0.00%	0.00%	0.01%	Q2 2013	Q1 2017	16
AVANTAX ADVISORY SERVICES, INC.	16	16	0.01%	0.02%	0.08%	Q4 2019	Q3 2023	16
Alaska Permanent Capital Management	8	8	1.21%	1.40%	1.91%	Q2 2013	Q3 2017	16
WALLER FINANCIAL PLANNING GROUP, INC	15	1	0.06%	0.38%	1.08%	Q4 2018	Q4 2022	16
BALLAST ADVISORS LLC	16	16	0.08%	0.11%	0.17%	Q4 2019	Q3 2023	16
BROWN BROTHERS HARRIMAN & CO	15	1	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	16
Farmers National Bank	13	1	0.07%	0.15%	0.22%	Q4 2014	Q2 2019	16
B. Riley Wealth Management, Inc.	6	4	0.00%	0.63%	1.76%	Q1 2014	Q2 2022	16
Wade Financial Advisory, Inc	16	16	7.43%	8.27%	9.73%	Q4 2019	Q3 2023	16
Members Trust Co	10	2	0.01%	0.01%	0.02%	Q2 2017	Q3 2023	16
Sensible Financial Planning & Management, LLC.	8	2	0.05%	0.08%	0.10%	Q3 2014	Q3 2022	16
Efficient Market Advisors, LLC	16	16	0.26%	1.09%	2.14%	Q2 2013	Q1 2017	16
TIAA CREF TRUST CO FSB/MO	16	16	0.12%	0.19%	0.26%	Q2 2013	Q1 2017	16
PARK AVENUE SECURITIES LLC	14	2	0.02%	0.06%	0.08%	Q3 2019	Q3 2023	16
TOTAL INVESTMENT MANAGEMENT INC	16	16	0.05%	0.80%	1.94%	Q4 2019	Q3 2023	16
Sand Hill Global Advisors, LLC	16	16	0.04%	0.04%	0.05%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.21%	0.25%	0.28%	Q4 2019	Q3 2023	16
Haverford Trust Co	14	1	0.00%	0.02%	0.17%	Q3 2015	Q3 2023	16
EP Wealth Advisors, LLC	16	16	0.01%	0.89%	13.64%	Q4 2019	Q3 2023	16
HighMark Wealth Management LLC	16	16	0.22%	0.29%	0.36%	Q4 2019	Q3 2023	16
Seven Springs Wealth Group, LLC	16	16	0.12%	0.13%	0.14%	Q4 2019	Q3 2023	16
Fortis Capital Management LLC	16	16	0.28%	0.91%	2.77%	Q4 2019	Q3 2023	16
Texas Capital Bank Wealth Management Services Inc	16	16	1.07%	1.58%	2.05%	Q4 2019	Q3 2023	16
Madison Asset Management, LLC	16	16	0.15%	0.34%	0.73%	Q4 2019	Q3 2023	16
Beaumont Financial Partners, LLC	16	16	0.08%	0.14%	0.18%	Q4 2018	Q3 2022	16
Halpern Financial, Inc.	16	16	0.05%	0.06%	0.08%	Q4 2019	Q3 2023	16
SG Americas Securities, LLC	9	1	0.00%	0.02%	0.06%	Q2 2013	Q3 2018	16
MOTCO	16	16	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	16
Financial Advocates Investment Management	16	16	0.02%	0.09%	0.20%	Q4 2019	Q3 2023	16
North Star Investment Management Corp.	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Abacus Planning Group, Inc.	15	1	0.16%	0.22%	0.28%	Q2 2019	Q3 2023	16
Bedel Financial Consulting, Inc.	16	16	0.01%	0.02%	0.02%	Q2 2018	Q1 2022	16
AE Wealth Management LLC	16	16	0.01%	0.03%	0.14%	Q4 2019	Q3 2023	16
Bank of Marin	16	16	0.24%	0.27%	0.31%	Q4 2019	Q3 2023	16
Cedar Brook Financial Partners, LLC	16	16	0.15%	0.36%	0.45%	Q4 2019	Q3 2023	16
Centered Wealth LLC dba Miller Equity Capital Advisors	16	16	0.54%	1.94%	3.94%	Q4 2019	Q3 2023	16
Sculati Wealth Management, LLC	16	16	0.59%	2.78%	4.01%	Q4 2019	Q3 2023	16
Red Door Wealth Management, LLC	16	16	0.16%	0.28%	0.37%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	0.90%	0.98%	1.07%	Q4 2019	Q3 2023	16
DAVIDSON TRUST CO	16	16	0.87%	0.94%	0.98%	Q4 2019	Q3 2023	16
Essex Private Wealth Management, LLC	16	16	0.38%	1.02%	1.97%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.01%	0.02%	0.06%	Q3 2019	Q3 2023	16
Capital Asset Advisory Services LLC	16	16	0.00%	7.96%	20.88%	Q4 2019	Q3 2023	16
BLUESTEM FINANCIAL ADVISORS, LLC	16	16	1.15%	1.42%	1.74%	Q4 2019	Q3 2023	16
Venture Visionary Partners LLC	16	16	0.50%	1.98%	5.02%	Q4 2019	Q3 2023	16
Apexium Financial, LP	16	16	0.32%	1.94%	3.24%	Q4 2019	Q3 2023	16
ATTICUS WEALTH MANAGEMENT, LLC	16	16	1.21%	1.49%	2.04%	Q4 2019	Q3 2023	16
LPWM LLC	16	16	0.23%	0.29%	0.37%	Q4 2019	Q3 2023	16
Heartwood Wealth Advisors LLC	16	16	9.91%	10.99%	12.02%	Q4 2019	Q3 2023	16
CHEMICAL BANK	16	16	0.05%	0.05%	0.06%	Q3 2015	Q2 2019	16
Equitable Holdings, Inc.	16	16	0.86%	1.15%	1.57%	Q4 2019	Q3 2023	16
Sequoia Financial Advisors, LLC	8	8	0.03%	0.04%	0.06%	Q3 2019	Q3 2023	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	14	1	0.14%	0.55%	1.37%	Q4 2018	Q3 2023	16
DERBY & COMPANY, INC	16	16	12.94%	15.72%	18.86%	Q4 2017	Q3 2021	16
Integrated Advisors Network LLC	16	16	0.02%	0.03%	0.05%	Q4 2019	Q3 2023	16
LWS Wealth Advisors, Inc.	16	16	0.04%	1.07%	1.29%	Q4 2019	Q3 2023	16
OXFORD FINANCIAL GROUP, LTD. LLC	15	15	0.02%	0.03%	0.14%	Q1 2020	Q3 2023	15
N.E.W. Advisory Services LLC	14	1	0.67%	0.78%	1.03%	Q4 2019	Q3 2023	15
Meridian Wealth Advisors, LLC	15	15	0.12%	0.15%	0.18%	Q1 2020	Q3 2023	15
FORT PITT CAPITAL GROUP, LLC	14	1	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	15
CAROLINAS WEALTH CONSULTING LLC	15	15	0.01%	0.09%	0.18%	Q1 2020	Q3 2023	15
Column Capital Advisors, LLC	15	15	3.03%	3.76%	4.73%	Q1 2020	Q3 2023	15
GAM Holding AG	12	1	0.01%	0.02%	0.03%	Q3 2013	Q4 2017	15
Lattice Strategies LLC	15	15	0.16%	4.48%	9.91%	Q2 2013	Q4 2016	15
MainStreet Investment Advisors LLC	15	15	0.02%	0.03%	0.03%	Q1 2020	Q3 2023	15
RWA WEALTH PARTNERS, LLC	15	15	0.01%	0.04%	0.06%	Q1 2020	Q3 2023	15
Retirement Group, LLC	14	1	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	15
FCG ADVISORS, LLC	15	15	0.14%	0.41%	1.01%	Q1 2017	Q3 2020	15
Disciplined Investments, LLC	15	15	0.08%	0.20%	0.37%	Q4 2019	Q2 2023	15
LifePlan Financial Group, Inc	11	4	0.00%	0.01%	0.04%	Q2 2013	Q3 2020	15
Good Life Advisors, LLC	15	15	0.03%	0.10%	0.21%	Q1 2020	Q3 2023	15
FORTE CAPITAL LLC /ADV	14	1	0.04%	0.09%	0.50%	Q1 2019	Q3 2023	15
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	15	0.02%	0.04%	0.09%	Q1 2020	Q3 2023	15
Simplicity Solutions, LLC	15	15	0.00%	0.84%	4.21%	Q1 2020	Q3 2023	15
Joel Isaacson & Co., LLC	15	15	0.01%	0.01%	0.01%	Q2 2013	Q4 2016	15
KEMPER Corp	15	15	0.68%	1.03%	2.23%	Q2 2018	Q4 2021	15
FLPUTNAM INVESTMENT MANAGEMENT CO	15	15	0.02%	0.02%	0.03%	Q1 2020	Q3 2023	15
Tarbox Family Office, Inc.	15	15	1.13%	1.60%	2.48%	Q1 2020	Q3 2023	15
HOWARD WEALTH MANAGEMENT, LLC	14	1	0.03%	0.67%	1.21%	Q4 2019	Q3 2023	15
Avion Wealth	15	15	0.01%	0.04%	0.06%	Q1 2020	Q3 2023	15
Clearstead Advisors, LLC	15	15	0.01%	0.01%	0.02%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	0.02%	0.07%	0.20%	Q2 2016	Q4 2019	15
Roundview Capital LLC	15	15	0.10%	0.11%	0.13%	Q1 2020	Q3 2023	15
CREATIVE FINANCIAL DESIGNS INC /ADV	8	1	0.01%	0.02%	0.04%	Q3 2018	Q3 2023	15
Petix & Botte Co	12	3	0.22%	0.34%	0.44%	Q4 2019	Q3 2023	15
GREENLEAF TRUST	15	15	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	15
OSAIC HOLDINGS, INC.	15	15	0.08%	0.15%	0.20%	Q1 2020	Q3 2023	15
Emerson Wealth, LLC	15	15	1.08%	7.07%	10.12%	Q4 2018	Q2 2022	15
FISHMAN JAY A LTD/MI	13	2	0.02%	0.05%	0.07%	Q4 2017	Q1 2022	15
IEQ CAPITAL, LLC	15	15	0.20%	0.39%	0.79%	Q1 2020	Q3 2023	15
Asio Capital, LLC	15	15	0.01%	0.20%	0.28%	Q4 2019	Q2 2023	15
Wellspring Financial Advisors, LLC	15	15	0.29%	0.33%	0.41%	Q1 2020	Q3 2023	15
WEALTHFRONT Corp	15	15	0.00%	0.40%	0.75%	Q1 2015	Q3 2018	15
KWMG, LLC	15	15	0.09%	0.13%	0.16%	Q1 2020	Q3 2023	15
MSI Financial Services Inc	15	15	0.02%	0.08%	0.16%	Q2 2013	Q4 2016	15
MITCHELL CAPITAL MANAGEMENT CO	14	1	0.07%	0.07%	0.08%	Q4 2019	Q3 2023	15
Westside Investment Management, Inc.	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
TWIN FOCUS CAPITAL PARTNERS, LLC	14	14	0.10%	0.24%	0.86%	Q2 2020	Q3 2023	14
Pure Financial Advisors, LLC	14	14	0.04%	0.84%	1.76%	Q3 2020	Q4 2023	14
Aptus Capital Advisors, LLC	14	14	0.00%	0.01%	0.04%	Q2 2020	Q3 2023	14
Abbrea Capital, LLC	14	14	0.06%	0.06%	0.06%	Q2 2020	Q3 2023	14
COLONY GROUP LLC	10	1	0.01%	0.53%	1.07%	Q3 2015	Q3 2023	14
Soundwatch Capital LLC	9	5	0.60%	1.45%	2.94%	Q1 2020	Q3 2023	14
Lenox Wealth Advisors, LLC	11	1	0.00%	0.01%	0.01%	Q3 2017	Q1 2022	14
Midwest Professional Planners, LTD.	10	1	0.10%	0.14%	0.19%	Q4 2019	Q3 2023	14
Sunflower Bank, N.A.	14	14	4.14%	5.68%	8.12%	Q2 2020	Q3 2023	14
Annex Advisory Services, LLC	14	14	0.02%	0.03%	0.04%	Q2 2020	Q3 2023	14
COZAD ASSET MANAGEMENT INC	14	14	0.08%	0.10%	0.12%	Q2 2020	Q3 2023	14
Peterson Wealth Advisors, LLC	14	14	0.12%	0.18%	0.24%	Q2 2020	Q3 2023	14
FIRST COMMONWEALTH FINANCIAL CORP /PA/	14	14	0.08%	0.19%	0.27%	Q1 2020	Q2 2023	14
Freestone Capital Holdings, LLC	12	2	0.01%	0.04%	0.08%	Q3 2017	Q3 2023	14
FRANKLIN RESOURCES INC	14	14	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	14
FinTrust Capital Advisors, LLC	14	14	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	14
MANUFACTURERS LIFE INSURANCE COMPANY, THE	6	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	14
Fiduciary Group LLC	14	14	0.03%	0.04%	0.04%	Q2 2020	Q3 2023	14
Archer Investment Corp	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
MISSION WEALTH MANAGEMENT, LP	14	14	0.01%	0.02%	0.03%	Q2 2020	Q3 2023	14
Steigerwald, Gordon & Koch Inc.	14	14	0.07%	0.09%	0.11%	Q2 2020	Q3 2023	14
BRANDYWINE OAK PRIVATE WEALTH LLC	14	14	0.10%	0.11%	0.13%	Q2 2020	Q3 2023	14
Kathmere Capital Management, LLC	14	14	0.86%	2.56%	4.16%	Q2 2020	Q3 2023	14
WealthOne, LLC	7	1	0.08%	0.13%	0.26%	Q4 2018	Q2 2023	14
PagnatoKarp Partners LLC	14	14	0.38%	0.84%	1.60%	Q4 2016	Q1 2020	14
ACIMA PRIVATE WEALTH, LLC	14	14	0.14%	0.16%	0.18%	Q4 2018	Q1 2022	14
PATTEN & PATTEN INC/TN	14	14	0.04%	0.04%	0.05%	Q2 2013	Q3 2016	14
Aveo Capital Partners, LLC	14	14	0.07%	0.18%	0.43%	Q2 2020	Q3 2023	14
Meridian Wealth Management, LLC	13	1	0.04%	0.05%	0.08%	Q2 2019	Q3 2023	14
Kestra Advisory Services, LLC	13	13	0.04%	0.05%	0.07%	Q3 2020	Q3 2023	13
YHB Investment Advisors, Inc.	13	13	0.12%	0.14%	0.18%	Q3 2020	Q3 2023	13
WEDGEWOOD INVESTORS INC /PA/	13	13	0.30%	0.32%	0.34%	Q3 2020	Q3 2023	13
INVESTMENT CENTERS OF AMERICA INC	13	13	0.06%	0.10%	0.12%	Q3 2014	Q3 2017	13
Gradient Investments LLC	4	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	13
Founders Financial Alliance, LLC	13	13	0.06%	0.10%	0.20%	Q3 2020	Q3 2023	13
EATON VANCE MANAGEMENT	13	13	0.00%	0.00%	0.01%	Q3 2019	Q3 2022	13
Renaissance Technologies	5	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	13
Faithward Advisors, LLC	10	3	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	13
St. Louis Trust Co	12	1	0.08%	1.26%	3.54%	Q2 2020	Q3 2023	13
NIPPON LIFE INSURANCE CO	13	13	0.53%	0.67%	0.80%	Q4 2016	Q4 2019	13
Wiser Wealth Management, Inc	13	13	0.74%	0.93%	1.28%	Q4 2020	Q4 2023	13
Pensionmark Financial Group, LLC	13	13	0.06%	0.28%	0.55%	Q3 2020	Q3 2023	13
Capital Advisory Group Advisory Services, LLC	13	13	0.01%	0.01%	0.02%	Q3 2018	Q3 2021	13
McQueen, Ball & Associates Inc.	13	13	4.26%	5.73%	6.74%	Q4 2015	Q4 2018	13
Avalon Investment & Advisory	13	13	0.01%	0.01%	0.01%	Q1 2020	Q1 2023	13
Zhang Financial LLC	11	2	0.06%	0.11%	0.18%	Q1 2020	Q3 2023	13
Dynamic Advisor Solutions LLC	13	13	0.03%	0.05%	0.06%	Q3 2020	Q3 2023	13
Key FInancial Inc	12	1	0.01%	0.02%	0.05%	Q1 2020	Q3 2023	13
Select Asset Management & Trust	12	1	0.54%	3.62%	7.76%	Q2 2015	Q3 2023	13
Principle Wealth Partners LLC	12	1	0.03%	0.04%	0.04%	Q2 2020	Q3 2023	13
HHM Wealth Advisors, LLC	13	13	0.01%	0.03%	0.06%	Q1 2020	Q1 2023	13
J.W. COLE ADVISORS, INC.	8	1	0.05%	0.17%	0.34%	Q4 2019	Q3 2023	13
First Command Bank	13	13	0.00%	0.03%	0.08%	Q4 2016	Q4 2019	13
Investors Research Corp	13	13	0.12%	1.17%	1.98%	Q3 2020	Q3 2023	13
Covenant Multifamily Offices, LLC	7	1	0.01%	0.15%	0.49%	Q4 2013	Q3 2021	13
Oxbow Advisors, LLC	13	13	0.03%	0.04%	0.05%	Q3 2020	Q3 2023	13
NORTHEAST INVESTMENT MANAGEMENT	13	13	0.02%	0.13%	0.40%	Q3 2020	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.16%	0.20%	0.26%	Q3 2020	Q3 2023	13
Parcion Private Wealth LLC	12	1	0.03%	0.47%	1.46%	Q4 2019	Q1 2023	13
Sound Income Strategies, LLC	7	6	0.00%	0.00%	0.01%	Q4 2017	Q3 2023	13
Marietta Wealth Management, LLC	13	13	0.76%	0.84%	0.88%	Q3 2020	Q3 2023	13
Pachira Investments Inc.	13	13	0.18%	0.98%	3.15%	Q3 2020	Q3 2023	13
First Command Financial Services, Inc.	13	13	0.00%	0.03%	0.08%	Q4 2016	Q4 2019	13
Choate Investment Advisors	13	13	0.01%	0.01%	0.04%	Q3 2020	Q3 2023	13
Capital Investment Advisory Services, LLC	13	13	0.15%	0.20%	0.29%	Q3 2020	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.08%	0.12%	0.16%	Q3 2020	Q3 2023	13
INTRUST BANK NA	13	13	0.08%	0.39%	0.69%	Q3 2020	Q3 2023	13
Tradewinds Capital Management, LLC	13	13	0.01%	0.01%	0.02%	Q1 2019	Q1 2022	13
VIRIDIAN RIA, LLC	10	2	0.09%	0.10%	0.13%	Q1 2019	Q1 2022	12
David J Yvars Group	12	12	0.52%	0.69%	1.04%	Q4 2020	Q3 2023	12
Berman Capital Advisors, LLC	12	12	1.57%	10.36%	18.31%	Q4 2018	Q3 2021	12
Belpointe Asset Management LLC	12	12	0.02%	0.09%	0.19%	Q4 2020	Q3 2023	12
Callan Capital, LLC	8	4	0.03%	0.22%	0.55%	Q1 2014	Q3 2023	12
Certified Advisory Corp	11	1	0.06%	0.23%	0.34%	Q2 2020	Q3 2023	12
MATRIX PRIVATE CAPITAL GROUP LLC	12	12	0.14%	0.17%	0.23%	Q2 2020	Q1 2023	12
FIDUCIENT ADVISORS LLC	12	12	10.30%	14.87%	20.38%	Q1 2020	Q4 2022	12
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	11	1	0.00%	0.49%	0.94%	Q2 2013	Q3 2018	12
55I, LLC	6	6	0.02%	0.77%	2.78%	Q4 2018	Q3 2022	12
PBMares Wealth Management LLC	11	1	0.13%	0.30%	1.09%	Q1 2020	Q3 2023	12
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV	12	12	0.32%	0.43%	0.50%	Q4 2020	Q3 2023	12
Northern Capital Management, Inc.	12	12	0.29%	0.91%	1.28%	Q4 2020	Q3 2023	12
BRYN MAWR TRUST Co	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Corundum Group, Inc.	12	12	0.63%	1.12%	1.56%	Q3 2020	Q2 2023	12
Newton One Investments LLC	12	12	0.40%	0.50%	0.64%	Q4 2020	Q3 2023	12
Plancorp, LLC	12	12	0.02%	0.05%	0.07%	Q4 2020	Q3 2023	12
McClarren Financial Advisors, Inc.	12	12	1.10%	1.39%	2.41%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	0.22%	0.26%	0.32%	Q4 2020	Q3 2023	12
Capital Planning LLC	12	12	1.07%	1.52%	2.75%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.14%	0.22%	0.38%	Q4 2020	Q3 2023	12
Fountainhead AM, LLC	12	12	3.86%	6.63%	9.82%	Q4 2020	Q3 2023	12
West Financial Advisors, LLC	12	12	0.01%	0.01%	0.01%	Q4 2020	Q3 2023	12
Orin Green Financial, LLC	12	12	3.56%	4.10%	4.46%	Q4 2020	Q3 2023	12
CARRET ASSET MANAGEMENT, LLC	12	12	0.03%	0.03%	0.03%	Q4 2020	Q3 2023	12
B. Riley Financial, Inc.	12	12	2.38%	3.43%	4.94%	Q4 2015	Q3 2018	12
ANDERSON HOAGLAND & CO	12	12	0.07%	0.07%	0.07%	Q4 2020	Q3 2023	12
HC FINANCIAL ADVISORS INC	12	12	0.59%	0.65%	0.70%	Q3 2019	Q2 2022	12
Marcum Wealth, LLC	12	12	0.03%	0.05%	0.08%	Q4 2020	Q3 2023	12
Madison Wealth Partners, Inc	12	12	0.24%	0.29%	0.34%	Q4 2020	Q3 2023	12
Wells Financial Advisors INC	12	12	2.16%	2.47%	2.78%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	2.36%	3.18%	3.76%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.07%	0.10%	0.14%	Q4 2020	Q3 2023	12
Colony Family Offices, LLC	12	12	0.02%	0.03%	0.07%	Q4 2020	Q3 2023	12
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	12	12	0.04%	0.06%	0.07%	Q1 2013	Q4 2015	12
VSR Financial Services, Inc.	12	12	0.13%	0.17%	0.23%	Q2 2013	Q1 2016	12
D'Orazio & Associates, Inc.	12	12	0.00%	0.00%	0.00%	Q4 2018	Q3 2021	12
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Arcus Capital Partners, LLC	12	12	0.13%	0.17%	0.24%	Q4 2015	Q3 2018	12
Edge Wealth Management LLC	10	2	0.02%	0.02%	0.03%	Q3 2014	Q4 2021	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.00%	0.01%	Q2 2013	Q1 2016	12
Radnor Financial Advisors, LLC	12	12	0.77%	1.08%	1.38%	Q4 2019	Q3 2022	12
Klingman & Associates, LLC	8	1	0.02%	0.04%	0.08%	Q3 2017	Q3 2023	12
Sheaff Brock Investment Advisors, LLC	12	12	0.03%	0.05%	0.07%	Q4 2020	Q3 2023	12
Red Wave Investments LLC	12	12	1.06%	1.66%	2.12%	Q4 2020	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.16%	0.20%	0.23%	Q4 2020	Q3 2023	12
SAMLYN CAPITAL, LLC	12	12	3.60%	5.64%	7.40%	Q4 2020	Q3 2023	12
SOA Wealth Advisors, LLC.	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Berger Financial Group, Inc	12	12	0.13%	0.18%	0.29%	Q4 2020	Q3 2023	12
Abacus Wealth Partners, LLC	12	12	0.11%	0.17%	0.30%	Q4 2020	Q3 2023	12
Mezzasalma Advisors, LLC	12	12	0.14%	0.19%	0.26%	Q4 2020	Q3 2023	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	12
Farmers & Merchants Trust Co of Chambersburg PA	12	12	0.01%	0.01%	0.01%	Q4 2016	Q3 2019	12
LeJeune Puetz Investment Counsel LLC	8	4	0.05%	0.08%	0.09%	Q4 2016	Q4 2019	12
Bellwether Advisors, LLC	12	12	0.06%	0.16%	0.32%	Q4 2020	Q3 2023	12
Summit Trail Advisors, LLC	7	5	0.02%	0.10%	0.26%	Q3 2020	Q3 2023	12
Goodman Financial Corp	8	4	0.10%	0.12%	0.15%	Q4 2013	Q4 2017	12
Beacon Pointe Advisors, LLC	12	12	0.01%	0.09%	0.64%	Q4 2020	Q3 2023	12
Charter Oak Capital Management, LLC	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Trexquant Investment LP	5	2	0.01%	0.06%	0.27%	Q4 2019	Q3 2023	11
BENJAMIN F. EDWARDS & COMPANY, INC.	7	1	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	11
Atria Investments, Inc	9	1	0.02%	0.12%	0.22%	Q4 2019	Q3 2023	11
RDA Financial Network	10	1	0.09%	0.13%	0.15%	Q3 2020	Q3 2023	11
Spire Wealth Management	11	11	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	11
Johnson Financial Group, Inc.	11	11	0.02%	0.02%	0.03%	Q1 2021	Q3 2023	11
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	11	11	0.03%	0.12%	0.18%	Q1 2021	Q3 2023	11
GRIES FINANCIAL LLC	11	11	0.21%	0.27%	0.37%	Q1 2021	Q3 2023	11
Focused Wealth Management, Inc	10	1	0.00%	0.01%	0.06%	Q2 2015	Q3 2023	11
TRUEWEALTH LLC	11	11	0.31%	0.43%	0.64%	Q4 2017	Q2 2020	11
PRUDENTIAL PLC	11	11	0.02%	0.06%	0.10%	Q1 2021	Q3 2023	11
STOCK YARDS BANK & TRUST CO	11	11	0.01%	0.10%	0.35%	Q1 2021	Q3 2023	11
CT Financial Advisors LLC	10	1	0.22%	0.26%	0.34%	Q1 2014	Q1 2017	11
SRS Capital Advisors, Inc.	10	1	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	11
Cerity Partners LLC	11	11	0.01%	0.02%	0.06%	Q1 2021	Q3 2023	11
BLUESTEIN R H & CO LLC	11	11	0.05%	0.08%	0.13%	Q1 2020	Q3 2022	11
REDW Wealth LLC	11	11	0.25%	0.27%	0.28%	Q1 2021	Q3 2023	11
WESBANCO BANK INC	11	11	0.01%	0.02%	0.02%	Q3 2016	Q1 2019	11
Turim 21 Investimentos Ltda.	10	1	0.03%	0.13%	0.85%	Q4 2020	Q3 2023	11
KENNICOTT CAPITAL MANAGEMENT LLC	11	11	8.11%	9.24%	10.70%	Q1 2021	Q3 2023	11
SIMPLEX TRADING, LLC	3	1	0.00%	0.00%	0.01%	Q1 2016	Q2 2023	11
Jackson Wealth Management, LLC	11	11	1.02%	2.20%	2.70%	Q1 2020	Q3 2022	11
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	11	11	0.02%	0.02%	0.03%	Q4 2018	Q2 2021	11
CARY STREET PARTNERS ASSET MANAGEMENT LLC	8	3	0.24%	0.63%	1.10%	Q4 2020	Q3 2023	11
Lutz Financial Services LLC	5	2	0.02%	0.04%	0.07%	Q1 2019	Q3 2023	11
HANSEATIC MANAGEMENT SERVICES INC	11	11	0.01%	2.51%	8.24%	Q1 2021	Q3 2023	11
Walkner Condon Financial Advisors LLC	7	4	0.08%	0.11%	0.16%	Q4 2020	Q3 2023	11
Alpha Omega Wealth Management LLC	11	11	0.00%	0.01%	0.01%	Q4 2016	Q2 2019	11
Nachman Norwood & Parrott, Inc	11	11	0.09%	0.10%	0.11%	Q4 2018	Q2 2021	11
Solstein Capital, LLC	11	11	0.08%	0.11%	0.17%	Q1 2021	Q3 2023	11
West Coast Financial LLC	7	4	0.04%	0.04%	0.04%	Q4 2020	Q3 2023	11
Mirador Capital Partners LP	11	11	0.89%	1.12%	1.46%	Q2 2017	Q4 2019	11
WestHill Financial Advisors, Inc.	9	2	0.02%	0.03%	0.03%	Q4 2020	Q3 2023	11
iAB Financial Bank	11	11	0.19%	0.34%	0.61%	Q4 2014	Q2 2017	11
Vigilant Capital Management, LLC	10	1	0.00%	0.01%	0.02%	Q3 2017	Q4 2022	11
Wealth Dimensions Group, Ltd.	7	4	0.08%	0.12%	0.18%	Q4 2020	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.01%	0.15%	0.25%	Q1 2019	Q3 2021	11
Charles Schwab Investment Advisory, Inc.	10	1	0.00%	0.40%	1.89%	Q3 2017	Q2 2020	11
Hardy Reed LLC	6	4	0.06%	0.12%	0.17%	Q4 2020	Q3 2023	10
WINTRUST INVESTMENTS LLC	10	10	0.02%	0.04%	0.10%	Q2 2021	Q3 2023	10
Joseph P. Lucia & Associates, LLC	4	2	0.03%	0.05%	0.05%	Q3 2019	Q2 2022	10
Calamos Wealth Management LLC	7	3	0.02%	0.03%	0.03%	Q1 2021	Q3 2023	10
TRANSCEND CAPITAL ADVISORS, LLC	10	10	0.42%	0.56%	0.62%	Q2 2021	Q3 2023	10
Wealthspire Advisors, L.P.	5	2	0.00%	0.13%	0.80%	Q2 2017	Q3 2020	10
Interchange Capital Partners, LLC	8	2	0.38%	0.61%	0.80%	Q4 2020	Q3 2023	10
Legacy Private Trust Co.	6	1	0.02%	0.32%	1.30%	Q2 2013	Q3 2023	10
REILLY FINANCIAL ADVISORS, LLC	9	1	0.00%	0.01%	0.01%	Q2 2015	Q4 2021	10
PSI Advisors, LLC	9	1	0.06%	0.06%	0.06%	Q4 2019	Q3 2023	10
Human Investing LLC	7	3	0.02%	0.33%	0.52%	Q1 2020	Q3 2023	10
BNP PARIBAS FINANCIAL MARKETS	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
EMERSON INVESTMENT MANAGEMENT, LLC	10	10	0.04%	0.04%	0.05%	Q4 2013	Q1 2016	10
Private Wealth Advisors, Inc.	10	10	0.21%	0.25%	0.26%	Q2 2013	Q3 2015	10
Destiny Wealth Partners, LLC	10	10	0.17%	0.18%	0.20%	Q2 2021	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	10
MONTAG A & ASSOCIATES INC	10	10	0.00%	0.00%	0.00%	Q1 2021	Q2 2023	10
SMI Advisory Services, LLC	9	1	0.11%	0.21%	0.36%	Q1 2021	Q3 2023	10
1900 WEALTH MANAGEMENT LLC	10	10	0.12%	0.46%	0.84%	Q2 2021	Q3 2023	10
Stillwater Capital Advisors, LLC	10	10	0.47%	0.58%	0.63%	Q1 2016	Q2 2018	10
EVERGREEN CAPITAL MANAGEMENT LLC	10	10	0.02%	0.02%	0.03%	Q2 2021	Q3 2023	10
VAN DEN BERG MANAGEMENT I, INC	6	4	0.04%	0.06%	0.08%	Q4 2020	Q3 2023	10
PATRON PARTNERS, LLC	10	10	0.89%	1.02%	1.16%	Q2 2021	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.70%	1.96%	2.98%	Q4 2020	Q1 2023	10
Parisi Gray Wealth Management	6	4	0.08%	0.09%	0.10%	Q4 2017	Q4 2021	10
WealthTrust Asset Management, LLC	10	10	1.21%	1.47%	2.05%	Q2 2021	Q3 2023	10
Omnia Family Wealth, LLC	10	10	0.00%	0.04%	0.09%	Q4 2016	Q1 2019	10
Oak Harvest Investment Services	10	10	0.07%	0.08%	0.12%	Q2 2021	Q3 2023	10
Accel Wealth Management	10	10	0.01%	0.01%	0.01%	Q4 2020	Q1 2023	10
AT Bancorp	10	10	0.03%	0.04%	0.04%	Q4 2016	Q1 2019	10
CreativeOne Wealth, LLC	10	10	0.02%	0.02%	0.03%	Q1 2021	Q2 2023	10
Baldwin Investment Management, LLC	10	10	0.07%	0.09%	0.10%	Q4 2020	Q1 2023	10
IBERIABANK CORP	5	1	0.04%	0.25%	0.57%	Q4 2014	Q4 2019	10
Truepoint, Inc.	9	1	0.02%	1.14%	2.04%	Q3 2017	Q3 2023	10
Oak Asset Management, LLC	10	10	0.11%	0.12%	0.23%	Q2 2021	Q3 2023	10
GILL CAPITAL PARTNERS, LLC	10	10	0.38%	0.55%	0.67%	Q3 2021	Q4 2023	10
First PREMIER Bank	10	10	0.00%	0.06%	0.10%	Q2 2021	Q3 2023	10
SECURITY NATIONAL TRUST CO	10	10	0.54%	0.56%	0.59%	Q2 2013	Q3 2015	10
Zions Bancorporation	10	10	0.01%	0.01%	0.02%	Q4 2015	Q1 2018	10
TWO SIGMA SECURITIES, LLC	3	1	0.00%	0.18%	0.74%	Q1 2015	Q4 2022	10
Candriam S.C.A.	5	1	0.00%	0.05%	0.10%	Q4 2014	Q3 2021	10
AdvicePeriod, LLC	9	9	0.03%	0.14%	0.22%	Q2 2019	Q2 2021	9
Canvas Wealth Advisors, LLC	9	9	0.11%	0.12%	0.14%	Q3 2021	Q3 2023	9
KING LUTHER CAPITAL MANAGEMENT CORP	7	2	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	9
High Net Worth Advisory Group LLC	9	9	0.32%	0.35%	0.40%	Q4 2021	Q4 2023	9
Norinchukin Bank, The	9	9	0.84%	1.01%	1.24%	Q1 2020	Q1 2022	9
Lee Financial Co	9	9	0.01%	0.01%	0.01%	Q2 2021	Q2 2023	9
AWM CAPITAL, LLC	9	9	0.11%	0.25%	0.46%	Q3 2021	Q3 2023	9
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	4	1	0.06%	0.08%	0.12%	Q3 2019	Q3 2023	9
Gladstone Institutional Advisory LLC	9	9	0.01%	0.03%	0.05%	Q3 2021	Q3 2023	9
StoneX Group Inc.	9	9	0.05%	0.07%	0.12%	Q4 2019	Q4 2021	9
Sigma Investment Management Co	5	1	0.12%	0.16%	0.22%	Q1 2013	Q4 2015	9
Aletheian Wealth Advisors LLC	9	9	0.25%	0.42%	1.38%	Q4 2021	Q4 2023	9
RFG Advisory, LLC	7	2	0.01%	0.05%	0.09%	Q3 2020	Q3 2023	9
CPWM, LLC	5	4	0.03%	0.04%	0.06%	Q1 2020	Q3 2022	9
GIRARD PARTNERS LTD.	9	9	0.14%	0.30%	0.43%	Q4 2016	Q4 2018	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.02%	0.02%	0.03%	Q2 2013	Q2 2015	9
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	9	9	0.01%	0.01%	0.01%	Q3 2017	Q3 2019	9
ARGI Investment Services, LLC	9	9	0.01%	0.01%	0.01%	Q4 2020	Q4 2022	9
Cornerstone Wealth Management, LLC	6	1	0.00%	0.09%	0.15%	Q2 2018	Q1 2022	9
U.S. Capital Wealth Advisors, LLC	9	9	0.01%	0.01%	0.02%	Q3 2021	Q3 2023	9
Capital Group Private Client Services, Inc.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Larson Financial Group LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Sharkey, Howes & Javer	9	9	0.01%	0.01%	0.02%	Q1 2015	Q1 2017	9
Belvedere Trading LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	9
CFO4Life Group, LLC	8	1	0.06%	0.07%	0.10%	Q2 2018	Q2 2022	9
Tower View Wealth Management LLC	9	9	0.04%	0.06%	0.07%	Q4 2017	Q4 2019	9
Cornerstone Advisory, LLC	8	1	0.03%	0.13%	0.38%	Q2 2018	Q4 2021	9
Financial Management Professionals, Inc.	9	9	0.00%	0.86%	5.66%	Q3 2021	Q3 2023	9
GoalVest Advisory LLC	8	1	0.08%	0.12%	0.21%	Q2 2021	Q4 2023	9
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6	3	0.00%	0.01%	0.08%	Q4 2020	Q3 2023	9
UBS AG	6	6	0.00%	0.03%	0.05%	Q2 2013	Q3 2014	9
Sterneck Capital Management, LLC	9	9	0.16%	0.19%	0.29%	Q2 2021	Q2 2023	9
NICOLET ADVISORY SERVICES, LLC	5	4	0.04%	0.08%	0.28%	Q2 2019	Q3 2023	9
LAZARD ASSET MANAGEMENT LLC	3	1	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	9
Summit Financial, LLC	9	9	0.06%	0.08%	0.10%	Q3 2021	Q3 2023	9
Powell Investment Advisors, LLC	4	2	0.02%	0.13%	0.20%	Q1 2021	Q3 2023	9
Riverview Trust Co	9	9	0.01%	1.64%	2.70%	Q3 2021	Q3 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.13%	0.16%	0.23%	Q4 2019	Q3 2023	9
GHP Investment Advisors, Inc.	9	9	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	9
Apollon Wealth Management, LLC	9	9	0.02%	0.04%	0.07%	Q3 2021	Q3 2023	9
Fisher Asset Management, LLC	6	3	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	0.98%	1.28%	1.98%	Q3 2021	Q3 2023	9
MARCO INVESTMENT MANAGEMENT LLC	7	2	0.02%	0.03%	0.03%	Q4 2020	Q1 2023	9
ALLIANCEBERNSTEIN L.P.	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
KANAWHA CAPITAL MANAGEMENT LLC	9	9	0.06%	0.07%	0.08%	Q2 2013	Q2 2015	9
Brookstone Capital Management	5	4	0.00%	0.01%	0.01%	Q2 2021	Q3 2023	9
HARVEST GROUP WEALTH MANAGEMENT, LLC	9	9	0.06%	1.70%	3.89%	Q1 2021	Q1 2023	9
Investors Financial Group, LLC	9	9	0.44%	0.58%	0.68%	Q4 2019	Q4 2021	9
American Money Management, LLC	9	9	0.20%	0.21%	0.23%	Q3 2021	Q3 2023	9
Dentgroup LLC	9	9	1.44%	1.70%	2.03%	Q4 2021	Q4 2023	9
Fieldpoint Private Securities, LLC	9	9	0.06%	0.10%	0.15%	Q2 2020	Q2 2022	9
Sage Financial Management Group, Inc.	6	1	2.19%	3.18%	4.13%	Q4 2020	Q3 2023	9
Stratos Investment Management, LLC	9	9	0.09%	0.10%	0.10%	Q3 2021	Q3 2023	9
Intelligent Financial Strategies	8	8	0.05%	0.06%	0.07%	Q4 2021	Q3 2023	8
EPG Wealth Management LLC	5	3	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
MY Wealth Management Inc.	8	8	0.37%	7.37%	16.51%	Q4 2021	Q3 2023	8
Fullen Financial Group	5	3	0.12%	0.13%	0.14%	Q1 2021	Q1 2023	8
RTD Financial Advisors, Inc.	8	8	0.09%	0.10%	0.13%	Q4 2021	Q3 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.19%	0.28%	0.30%	Q4 2021	Q3 2023	8
Accredited Investors Inc.	5	3	0.03%	0.06%	0.08%	Q3 2014	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
BEACON TRUST CO	5	3	0.03%	0.05%	0.10%	Q1 2013	Q2 2015	8
Kingfisher Capital LLC	8	8	0.06%	0.07%	0.08%	Q3 2020	Q2 2022	8
MARINER INDEPENDENT ADVISOR NETWORK, LLC	8	8	0.09%	0.17%	0.27%	Q4 2020	Q3 2022	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.02%	0.03%	0.04%	Q2 2013	Q1 2015	8
Trust Co	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.01%	0.01%	0.02%	Q2 2019	Q2 2023	8
Bison Wealth, LLC	8	8	0.01%	0.01%	0.01%	Q4 2019	Q3 2021	8
SIMMONS FIRST TRUST CO NA	8	8	1.85%	3.27%	4.49%	Q1 2014	Q4 2015	8
Investors Capital Advisory Services	8	8	0.04%	0.06%	0.08%	Q1 2014	Q4 2015	8
Grove Bank & Trust	5	3	0.01%	0.12%	0.19%	Q4 2015	Q3 2023	8
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	7	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	8
INR ADVISORY SERVICES LLC	8	8	0.02%	0.08%	0.11%	Q2 2013	Q1 2015	8
PFS Partners, LLC	8	8	0.01%	0.03%	0.04%	Q4 2021	Q3 2023	8
Financial Engines Advisors L.L.C.	7	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	8
Morton Capital Management LLC/CA	8	8	0.23%	0.29%	0.37%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Rockwood Wealth Management, LLC	8	8	0.08%	0.15%	0.28%	Q4 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.53%	0.69%	0.86%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.04%	0.07%	0.14%	Q4 2021	Q3 2023	8
ETFIDEA, LLC	8	8	0.25%	0.26%	0.27%	Q4 2021	Q3 2023	8
Dalton Investments LLC	8	8	0.22%	0.37%	0.48%	Q2 2013	Q1 2015	8
Fortitude Advisory Group L.L.C.	8	8	0.66%	1.01%	1.48%	Q4 2021	Q3 2023	8
Investmark Advisory Group LLC	8	8	0.67%	1.16%	1.80%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	2.91%	3.08%	3.32%	Q4 2021	Q3 2023	8
MAYPORT, LLC	8	8	0.53%	2.61%	3.58%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.10%	0.13%	0.15%	Q4 2021	Q3 2023	8
Clear Perspective Advisors, LLC	7	1	0.06%	0.11%	0.22%	Q4 2016	Q4 2021	8
Aspire Wealth Management Corp	8	8	0.36%	0.48%	0.55%	Q4 2021	Q3 2023	8
Latigo Investments, LLC	8	8	12.01%	13.53%	15.37%	Q4 2021	Q3 2023	8
Amtrust Financial Services, Inc.	8	8	3.49%	4.30%	5.32%	Q4 2021	Q3 2023	8
Mystic Asset Management, Inc.	8	8	0.28%	0.44%	0.56%	Q4 2021	Q3 2023	8
CAHABA WEALTH MANAGEMENT, INC.	8	8	0.08%	0.11%	0.16%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.04%	0.07%	0.10%	Q4 2021	Q3 2023	8
Financial Futures Ltd Liability Co.	8	8	0.24%	0.27%	0.34%	Q4 2021	Q3 2023	8
ETF Store, Inc.	8	8	0.17%	0.28%	0.34%	Q4 2021	Q3 2023	8
Strategic Wealth Partners, Ltd.	8	8	0.00%	0.01%	0.01%	Q4 2017	Q3 2019	8
Intergy Private Wealth, LLC	8	8	1.96%	3.25%	3.59%	Q4 2021	Q3 2023	8
Byrne Asset Management LLC	8	8	0.03%	0.05%	0.06%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	0.04%	0.09%	0.14%	Q4 2021	Q3 2023	8
City State Bank	8	8	0.27%	0.29%	0.34%	Q4 2021	Q3 2023	8
Archvest Wealth Advisors, Inc.	8	8	0.21%	0.36%	1.38%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	0.10%	0.18%	0.26%	Q4 2021	Q3 2023	8
CONSILIO WEALTH ADVISORS, LLC	8	8	0.18%	0.31%	0.56%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.01%	0.03%	0.05%	Q4 2021	Q3 2023	8
Kathleen S. Wright Associates Inc.	8	8	0.06%	0.09%	0.14%	Q4 2021	Q3 2023	8
Stone Point Wealth LLC	8	8	0.69%	0.87%	1.52%	Q4 2021	Q3 2023	8
AIRE ADVISORS, LLC	8	8	0.06%	0.10%	0.18%	Q4 2021	Q3 2023	8
Fiduciary Trust Co International of Pennsylvania	4	1	0.13%	0.28%	0.34%	Q2 2015	Q1 2020	8
SC&H Financial Advisors, Inc.	8	8	3.12%	4.06%	5.87%	Q4 2021	Q3 2023	8
Silver Oak Advisory Group, Inc.	8	8	0.52%	0.55%	0.60%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	1.34%	1.81%	2.47%	Q4 2021	Q3 2023	8
CNB Bank	8	8	0.02%	0.09%	0.11%	Q4 2021	Q3 2023	8
Waypoint Capital Advisors, LLC	8	8	0.29%	0.40%	0.72%	Q4 2021	Q3 2023	8
Burleson & Company, LLC	8	8	0.01%	0.01%	0.01%	Q1 2021	Q4 2022	8
GPWM LLC	8	8	9.09%	10.06%	11.02%	Q4 2021	Q3 2023	8
Leeward Financial Partners, LLC	8	8	1.58%	2.66%	4.35%	Q4 2021	Q3 2023	8
American Trust	8	8	0.02%	0.28%	0.46%	Q4 2021	Q3 2023	8
EUDAIMONIA ADVISORS LLC	8	8	0.44%	0.56%	1.06%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	0.83%	0.94%	1.05%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	0.12%	0.79%	2.42%	Q4 2021	Q3 2023	8
Stonegate Investment Group, LLC	8	8	0.03%	0.16%	0.29%	Q4 2021	Q3 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Foundations Investment Advisors, LLC	4	4	0.01%	0.02%	0.06%	Q2 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.06%	0.07%	0.10%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Kessler Investment Group, LLC	8	8	0.01%	0.01%	0.02%	Q4 2020	Q3 2022	8
Bell Investment Advisors, Inc	6	2	0.16%	0.18%	0.21%	Q3 2021	Q3 2023	8
Shorepoint Capital Partners LLC	4	4	0.06%	0.08%	0.10%	Q3 2021	Q3 2023	8
Systelligence, LLC	8	8	2.72%	3.54%	4.86%	Q2 2020	Q1 2022	8
Timber Hill LLC	6	2	0.00%	0.04%	0.16%	Q2 2013	Q4 2017	8
Topel & Distasi Wealth Management, LLC	8	8	1.15%	2.45%	2.76%	Q4 2021	Q3 2023	8
Baldrige Asset Management LLC	8	8	0.06%	0.06%	0.06%	Q2 2021	Q1 2023	8
TORONTO DOMINION BANK	2	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2022	8
Grandview Asset Management LLC	6	1	0.22%	0.48%	0.55%	Q1 2021	Q3 2023	8
Lindbrook Capital, LLC	8	8	0.07%	0.08%	0.11%	Q4 2021	Q3 2023	8
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Round Rock Advisors, LLC	8	8	0.54%	0.66%	0.94%	Q4 2021	Q3 2023	8
Lehman & Derafelo Financial Resources LLC	8	8	0.00%	0.00%	0.00%	Q4 2019	Q3 2021	8
Addison Advisors LLC	7	1	0.06%	0.21%	0.29%	Q4 2020	Q4 2022	8
Financial Planning & Information Services, Inc.	5	3	0.04%	0.05%	0.06%	Q1 2021	Q3 2023	8
Wealthstream Advisors, Inc.	8	8	0.35%	0.48%	0.58%	Q4 2021	Q3 2023	8
Watchman Group, Inc.	7	7	0.14%	0.16%	0.19%	Q1 2021	Q3 2022	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.07%	0.14%	0.19%	Q2 2013	Q4 2014	7
Rehmann Capital Advisory Group	5	2	0.00%	0.05%	0.08%	Q1 2019	Q3 2023	7
Nicholas Hoffman & Company, LLC.	7	7	0.04%	0.07%	0.10%	Q1 2022	Q3 2023	7
Sowell Financial Services LLC	7	7	0.00%	0.01%	0.04%	Q3 2019	Q1 2021	7
Glacier Peak Capital LLC	7	7	0.75%	1.50%	1.90%	Q1 2018	Q3 2019	7
SeaBridge Investment Advisors LLC	7	7	0.00%	0.00%	0.01%	Q2 2015	Q4 2016	7
WEALTHSOURCE PARTNERS, LLC	7	7	0.02%	0.03%	0.04%	Q1 2022	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.05%	0.08%	0.18%	Q1 2022	Q3 2023	7
Valmark Advisers, Inc.	4	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2021	7
Rockbridge Investment Management, LCC	7	7	0.07%	0.09%	0.14%	Q2 2020	Q4 2021	7
TRUE Private Wealth Advisors	5	1	0.00%	0.02%	0.03%	Q3 2018	Q4 2020	7
Orion Portfolio Solutions, LLC	4	3	0.00%	0.01%	0.02%	Q4 2019	Q3 2023	7
Financial Connections Group, Inc.	7	7	1.93%	2.58%	3.69%	Q4 2021	Q2 2023	7
Laidlaw Wealth Management LLC	4	3	0.79%	0.96%	1.47%	Q4 2021	Q3 2023	7
Cooper Financial Group	6	1	0.09%	0.16%	0.26%	Q4 2020	Q3 2023	7
Keystone Financial Group	5	2	0.05%	0.05%	0.05%	Q4 2021	Q3 2023	7
Mayflower Financial Advisors, LLC	7	7	0.06%	0.08%	0.11%	Q1 2022	Q3 2023	7
Hexagon Capital Partners LLC	7	7	0.04%	0.04%	0.04%	Q3 2020	Q1 2022	7
McIlrath & Eck, LLC	5	2	0.01%	2.03%	3.33%	Q1 2019	Q3 2023	7
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	7	7	0.50%	0.60%	0.79%	Q1 2022	Q3 2023	7
SMITH HAYES Advisers, Inc	7	7	0.13%	0.19%	0.25%	Q3 2013	Q1 2015	7
MBA Advisors LLC	5	2	0.11%	0.15%	0.24%	Q1 2021	Q3 2023	7
Sterling Investment Advisors, Ltd.	7	7	0.02%	0.02%	0.02%	Q4 2020	Q2 2022	7
Atria Wealth Solutions, Inc.	7	7	0.07%	0.08%	0.09%	Q1 2022	Q3 2023	7
Selective Wealth Management, Inc.	7	7	0.08%	0.17%	0.24%	Q2 2021	Q4 2022	7
Redwood Financial Network Corp	7	7	0.52%	0.95%	1.18%	Q1 2022	Q3 2023	7
Virtu Financial LLC	2	1	0.02%	0.04%	0.07%	Q1 2014	Q3 2019	7
SCHMIDT P J INVESTMENT MANAGEMENT INC	7	7	0.11%	0.19%	0.26%	Q4 2014	Q2 2016	7
WealthShield Partners, LLC	7	7	0.05%	0.05%	0.06%	Q1 2022	Q3 2023	7
Congress Wealth Management LLC / DE /	6	1	0.00%	0.03%	0.19%	Q4 2021	Q3 2023	7
Crewe Advisors LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Symmetry Partners, LLC	7	7	0.14%	0.19%	0.33%	Q3 2018	Q1 2020	7
First Western Trust Bank	7	7	0.02%	0.02%	0.04%	Q1 2022	Q3 2023	7
ACT Advisors, LLC.	7	7	0.19%	0.29%	0.36%	Q1 2022	Q3 2023	7
CAPITAL ADVISORS INC/OK	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
Tyler-Stone Wealth Management	5	2	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
RESOURCE CONSULTING GROUP INC	7	7	0.23%	0.32%	0.45%	Q1 2022	Q3 2023	7
Placemark Investments, Inc.	7	7	0.02%	0.02%	0.02%	Q2 2013	Q4 2014	7
Archford Capital Strategies, LLC	7	7	0.00%	0.03%	0.11%	Q3 2015	Q1 2017	7
Savior LLC	7	7	0.01%	0.01%	0.01%	Q4 2019	Q2 2021	7
MURPHY CAPITAL MANAGEMENT INC	7	7	0.04%	0.05%	0.07%	Q4 2020	Q2 2022	7
Horizons Wealth Management	7	7	9.18%	9.66%	10.30%	Q2 2022	Q4 2023	7
Houlihan Financial Resource Group, Ltd.	3	1	0.20%	0.21%	0.22%	Q4 2019	Q3 2023	7
Total Wealth Planning, LLC	7	7	0.06%	0.16%	0.45%	Q1 2022	Q3 2023	7
HILLTOP WEALTH ADVISORS, LLC	6	1	0.16%	0.18%	0.22%	Q4 2019	Q1 2022	7
MEEDER ASSET MANAGEMENT INC	7	7	0.01%	0.02%	0.04%	Q1 2021	Q3 2022	7
Legacy Advisors, LLC	7	7	0.19%	0.25%	0.30%	Q1 2022	Q3 2023	7
COMERICA SECURITIES,INC.	6	1	0.01%	0.20%	0.42%	Q4 2019	Q4 2022	7
Blackston Financial Advisory Group, LLC	7	7	6.92%	7.12%	7.36%	Q4 2021	Q2 2023	7
Alley Investment Management Company, LLC	7	7	0.30%	0.32%	0.35%	Q1 2022	Q3 2023	7
Edge Advisors, LLC	7	7	0.05%	0.06%	0.06%	Q4 2016	Q2 2018	7
HOWLAND CAPITAL MANAGEMENT LLC	4	3	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	7
Miller Investment Management, LP	5	2	0.03%	0.04%	0.05%	Q4 2021	Q3 2023	7
TruWealth Advisors, LLC	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
Wescott Financial Advisory Group, LLC	7	7	0.12%	0.15%	0.20%	Q1 2022	Q3 2023	7
Three Bridge Wealth Advisors, LLC	7	7	0.11%	0.15%	0.17%	Q1 2022	Q3 2023	7
Schechter Investment Advisors, LLC	4	3	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	7
Ten Capital Wealth Advisors, LLC	7	7	0.00%	0.00%	0.00%	Q3 2021	Q1 2023	7
MinichMacGregor Wealth Management, LLC	7	7	0.01%	0.01%	0.01%	Q1 2017	Q3 2018	7
Huntington Steele LLC	7	7	0.57%	0.58%	0.60%	Q2 2013	Q4 2014	7
White Lighthouse Investment Management Inc.	7	7	0.11%	0.12%	0.14%	Q1 2022	Q3 2023	7
Jacobi Capital Management LLC	7	7	0.03%	0.03%	0.03%	Q3 2020	Q1 2022	7
GSA CAPITAL PARTNERS LLP	5	1	0.02%	0.05%	0.06%	Q4 2020	Q2 2023	6
Trevian Wealth Management LLC	3	1	0.21%	0.23%	0.26%	Q4 2021	Q3 2023	6
Athena Investment Management	6	6	0.33%	0.39%	0.45%	Q2 2022	Q3 2023	6
KCS Wealth Advisory	5	1	0.01%	0.14%	0.23%	Q3 2019	Q2 2023	6
PROVIDA PENSION FUND ADMINISTRATOR	6	6	0.00%	0.03%	0.09%	Q4 2017	Q1 2019	6
AMG National Trust Bank	6	6	0.03%	0.04%	0.06%	Q2 2022	Q3 2023	6
Warwick Investment Management, Inc.	4	2	0.18%	0.88%	1.42%	Q1 2022	Q3 2023	6
ICA Group Wealth Management, LLC	6	6	0.01%	0.03%	0.05%	Q1 2022	Q2 2023	6
PFG Advisors	6	6	0.08%	0.09%	0.10%	Q3 2020	Q4 2021	6
Mutual Advisors, LLC	3	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	6
Coston, McIsaac & Partners	6	6	0.00%	0.02%	0.08%	Q2 2022	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
Goodman Advisory Group, LLC	6	6	0.06%	0.07%	0.08%	Q2 2022	Q3 2023	6
Passive Capital Management, LLC.	6	6	0.14%	0.16%	0.22%	Q4 2021	Q1 2023	6
PRUDENTIAL FINANCIAL INC	4	2	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	6
Stifel Trust Company, N.A.	6	6	0.01%	0.01%	0.01%	Q2 2013	Q3 2014	6
Atlas Private Wealth Advisors	6	6	0.02%	0.03%	0.04%	Q2 2020	Q3 2021	6
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	6	6	0.01%	0.01%	0.01%	Q2 2018	Q3 2019	6
Berkshire Money Management, Inc.	6	6	0.56%	0.77%	1.13%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
ADVOCATE GROUP LLC	6	6	2.00%	2.20%	2.39%	Q2 2022	Q3 2023	6
SteelBridge Private Wealth Advisors LLC	6	6	2.39%	2.87%	3.16%	Q1 2016	Q2 2017	6
Advisor OS, LLC	4	1	0.07%	0.12%	0.21%	Q2 2020	Q3 2023	6
V Wealth Advisors LLC	5	1	0.05%	0.07%	0.07%	Q1 2020	Q2 2022	6
Freedman Financial Associates, Inc.	6	6	0.08%	0.08%	0.08%	Q4 2020	Q1 2022	6
Seven Post Investment Office LP	6	6	0.12%	0.12%	0.14%	Q1 2020	Q2 2021	6
Core Wealth Advisors, Inc.	6	6	0.28%	0.32%	0.40%	Q2 2022	Q3 2023	6
Laird Norton Wetherby Trust Company, LLC	5	1	0.04%	0.05%	0.10%	Q1 2022	Q3 2023	6
OLD REPUBLIC INTERNATIONAL CORP	6	6	0.33%	0.47%	0.78%	Q3 2020	Q4 2021	6
Koshinski Asset Management, Inc.	3	1	0.01%	0.02%	0.04%	Q4 2019	Q1 2023	6
STRATTON MANAGEMENT CO	4	2	0.04%	0.07%	0.08%	Q3 2013	Q1 2015	6
Bell Bank	6	6	0.32%	0.34%	0.35%	Q3 2014	Q4 2015	6
Smith, Salley & Associates	5	1	0.02%	0.02%	0.02%	Q2 2021	Q3 2023	6
INVERNESS COUNSEL LLC /NY/	6	6	0.02%	0.03%	0.04%	Q2 2021	Q3 2022	6
Field & Main Bank	6	6	0.01%	0.02%	0.02%	Q2 2022	Q3 2023	6
RETIREMENT INCOME SOLUTIONS, INC	6	6	0.09%	0.15%	0.18%	Q2 2022	Q3 2023	6
FOUNDERS FINANCIAL SECURITIES LLC	6	6	0.04%	0.13%	0.17%	Q2 2022	Q3 2023	6
Surevest, LLC	6	6	0.21%	0.22%	0.24%	Q2 2021	Q3 2022	6
UNIONVIEW, LLC	6	6	0.31%	0.35%	0.38%	Q2 2022	Q3 2023	6
Formidable Asset Management, LLC	6	6	0.13%	0.16%	0.19%	Q4 2015	Q1 2017	6
Qube Research & Technologies Ltd	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
CANTOR FITZGERALD, L. P.	6	6	0.06%	0.06%	0.07%	Q2 2022	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.05%	0.05%	0.05%	Q2 2013	Q3 2014	6
DUBUQUE BANK & TRUST CO	5	1	0.05%	0.16%	0.66%	Q1 2020	Q3 2023	6
Clark Capital Management Group, Inc.	5	1	0.00%	0.01%	0.01%	Q1 2018	Q4 2021	6
Miracle Mile Advisors, LLC	5	1	0.02%	0.03%	0.06%	Q1 2019	Q3 2020	6
Leelyn Smith, LLC	3	1	0.00%	0.02%	0.03%	Q4 2019	Q4 2021	5
HARTLINE INVESTMENT CORP/	5	5	0.10%	0.13%	0.18%	Q2 2013	Q2 2014	5
TILIA FIDUCIARY PARTNERS, INC.	5	5	0.01%	0.01%	0.01%	Q4 2021	Q4 2022	5
Geneva Advisors, LLC	5	5	0.00%	0.01%	0.01%	Q2 2016	Q2 2017	5
Peak Asset Management, LLC	5	5	0.15%	0.16%	0.16%	Q2 2018	Q2 2019	5
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	4	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2019	5
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	5	5	0.18%	0.19%	0.19%	Q3 2022	Q3 2023	5
NorthRock Partners, LLC	5	5	0.03%	0.04%	0.06%	Q3 2019	Q3 2020	5
James J. Burns & Company, LLC	5	5	19.48%	21.27%	22.31%	Q3 2022	Q3 2023	5
Chevy Chase Trust Holdings, LLC	3	1	0.00%	0.00%	0.00%	Q2 2014	Q4 2019	5
Creegan & Nassoura Financial Group, LLC	4	1	0.15%	0.16%	0.17%	Q2 2021	Q2 2023	5
Patriot Financial Group Insurance Agency, LLC	5	5	0.01%	0.05%	0.06%	Q4 2020	Q4 2021	5
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.01%	0.01%	0.03%	Q1 2018	Q1 2019	5
Evolution Wealth Advisors, LLC	5	5	0.12%	0.12%	0.12%	Q3 2022	Q3 2023	5
FLOW TRADERS U.S. LLC	2	1	0.02%	0.06%	0.09%	Q3 2016	Q3 2020	5
McAdam, LLC	3	2	0.24%	0.26%	0.29%	Q2 2022	Q3 2023	5
Long Road Investment Counsel, LLC	3	2	0.29%	0.30%	0.31%	Q3 2017	Q2 2019	5
CHILTON CAPITAL MANAGEMENT LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	5
COUNTRY CLUB BANK /GFN	5	5	0.04%	0.18%	0.25%	Q3 2022	Q3 2023	5
Sicart Associates LLC	3	2	0.06%	0.08%	0.10%	Q3 2019	Q4 2020	5
Gunma Bank,Ltd.	2	1	0.86%	2.25%	3.26%	Q2 2020	Q1 2023	5
TOWNSQUARE CAPITAL LLC	4	1	0.01%	0.04%	0.12%	Q1 2022	Q3 2023	5
Lourd Capital, LLC	5	5	0.02%	0.02%	0.02%	Q4 2013	Q4 2014	5
UMB Bank, n.a.	5	5	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	5
PFG Private Wealth Management, LLC	5	5	0.00%	0.01%	0.01%	Q2 2022	Q2 2023	5
PDS Planning, Inc	5	5	0.04%	0.20%	0.27%	Q3 2022	Q3 2023	5
Van Hulzen Asset Management, LLC	4	1	0.02%	0.05%	0.06%	Q1 2022	Q3 2023	5
Antonetti Capital Management LLC	5	5	0.13%	0.20%	0.26%	Q2 2013	Q2 2014	5
Vontobel Holding Ltd.	5	5	0.02%	0.03%	0.04%	Q3 2022	Q3 2023	5
Wealth & Pension Services Group, Inc.	5	5	0.21%	0.23%	0.30%	Q3 2018	Q3 2019	5
General Partner, Inc.	5	5	1.44%	1.53%	1.64%	Q4 2022	Q4 2023	5
Ferris Capital, LLC	5	5	0.01%	0.01%	0.02%	Q1 2018	Q1 2019	5
Nuveen Asset Management, LLC	3	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2021	5
Strategic Asset Management, LLC	5	5	0.14%	0.15%	0.17%	Q3 2021	Q3 2022	5
FOUNDERS BANK & TRUST	5	5	0.03%	0.03%	0.04%	Q4 2013	Q4 2014	5
Virtue Capital Management, LLC	4	1	0.08%	0.33%	0.47%	Q1 2021	Q3 2022	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.01%	0.01%	0.02%	Q4 2016	Q4 2017	5
FARR MILLER & WASHINGTON LLC/DC	5	5	0.02%	0.02%	0.02%	Q3 2020	Q3 2021	5
Adero Partners, LLC	5	5	0.39%	0.42%	0.45%	Q3 2022	Q3 2023	5
Bogart Wealth, LLC	5	5	0.01%	0.02%	0.02%	Q3 2022	Q3 2023	5
Context Capital Management, LLC	5	5	0.47%	0.54%	0.57%	Q4 2018	Q4 2019	5
THEORY FINANCIAL LLC	4	1	0.22%	0.41%	0.60%	Q2 2022	Q3 2023	5
Eagle Strategies LLC	4	1	0.22%	0.34%	0.43%	Q2 2022	Q3 2023	5
WOODMONT INVESTMENT COUNSEL LLC	4	1	0.01%	0.01%	0.01%	Q2 2015	Q3 2016	5
Fairhaven Wealth Management, LLC	3	2	0.14%	0.22%	0.41%	Q2 2022	Q3 2023	5
CITY NATIONAL BANK	5	5	0.00%	0.00%	0.01%	Q3 2014	Q3 2015	5
Adams Wealth Management	5	5	0.22%	3.95%	5.28%	Q3 2022	Q3 2023	5
Better Money Decisions, LLC	4	1	0.14%	0.16%	0.18%	Q1 2021	Q2 2022	5
Asset Management Group, Inc.	5	5	0.05%	0.06%	0.06%	Q3 2020	Q3 2021	5
Zullo Investment Group, Inc.	5	5	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	5
Prime Capital Investment Advisors, LLC	4	1	0.02%	0.03%	0.03%	Q2 2021	Q3 2022	5
GODSEY & GIBB, INC	4	1	0.00%	0.02%	0.07%	Q2 2019	Q3 2023	5
ATALANTA SOSNOFF CAPITAL, LLC	3	1	0.01%	0.01%	0.01%	Q1 2020	Q3 2023	5
Hefty Wealth Partners	5	5	1.72%	1.78%	2.00%	Q1 2017	Q1 2018	5
REGENTATLANTIC CAPITAL LLC	4	1	0.00%	0.01%	0.04%	Q4 2014	Q3 2022	5
WealthTrust Fairport, LLC	3	2	0.00%	0.00%	0.00%	Q3 2013	Q3 2018	5
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	5	5	0.02%	0.10%	0.15%	Q3 2022	Q3 2023	5
Gupta Wealth Management LLC	5	5	0.01%	0.04%	0.10%	Q1 2015	Q1 2016	5
True Link Financial Advisors, LLC	5	5	0.41%	0.43%	0.45%	Q4 2020	Q4 2021	5
Stratos Wealth Advisors, LLC	3	1	0.02%	0.04%	0.10%	Q1 2020	Q2 2022	5
True North Advisors, LLC	3	2	0.09%	0.10%	0.12%	Q1 2022	Q3 2023	5
Golden State Wealth Management, LLC	5	5	0.02%	0.03%	0.07%	Q1 2019	Q1 2020	5
BOYS ARNOLD & CO INC	5	5	0.03%	0.04%	0.04%	Q1 2018	Q1 2019	5
Catamount Wealth Management	5	5	0.01%	0.01%	0.01%	Q4 2015	Q4 2016	5
MONOGRAPH WEALTH ADVISORS, LLC	3	2	0.04%	0.05%	0.06%	Q4 2021	Q3 2023	5
Livingston Group Asset Management CO (operating as Southport Capital Management)	5	5	0.06%	0.08%	0.10%	Q1 2021	Q1 2022	5
James Reed Financial Services, Inc.	4	4	25.21%	27.32%	28.21%	Q4 2021	Q3 2022	4
Windsor Capital Management, LLC	3	1	0.01%	0.01%	0.03%	Q2 2013	Q3 2015	4
Boston Trust Walden Corp	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Raub Brock Capital Management LP	4	4	0.06%	0.06%	0.07%	Q2 2019	Q1 2020	4
Clean Yield Group	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
Waverly Advisors, LLC	3	1	0.00%	0.01%	0.03%	Q3 2013	Q4 2014	4
ACG Wealth	4	4	0.11%	0.12%	0.14%	Q4 2021	Q3 2022	4
Virtu KCG Holdings LLC	3	1	0.01%	0.01%	0.02%	Q1 2016	Q2 2017	4
JOYN Advisors, Inc.	4	4	0.01%	0.01%	0.01%	Q1 2018	Q4 2018	4
IFC Holdings Incorporated/FL	3	1	0.02%	0.04%	0.05%	Q2 2014	Q4 2017	4
AGF MANAGEMENT LTD	4	4	0.42%	0.43%	0.48%	Q4 2022	Q3 2023	4
Argentus Capital Management, LLC	4	4	0.00%	0.01%	0.01%	Q3 2015	Q2 2016	4
Fragasso Group Inc.	4	4	0.02%	0.03%	0.03%	Q2 2021	Q1 2022	4
SCHARF INVESTMENTS, LLC	1	1	0.00%	0.03%	0.06%	Q4 2018	Q4 2022	4
JUNCTURE WEALTH STRATEGIES, LLC	4	4	10.47%	12.75%	18.90%	Q1 2023	Q4 2023	4
Heartwood Wealth Management Ltd	4	4	4.14%	16.23%	25.41%	Q4 2015	Q3 2016	4
Renasant Bank	4	4	0.66%	0.69%	0.73%	Q4 2020	Q3 2021	4
RPG Investment Advisory, LLC	4	4	0.00%	0.00%	0.00%	Q4 2020	Q3 2021	4
NOVARE CAPITAL MANAGEMENT LLC	4	4	0.04%	0.04%	0.05%	Q4 2022	Q3 2023	4
Gainplan LLC	4	4	2.27%	4.51%	7.59%	Q4 2022	Q3 2023	4
Bryn Mawr Capital Management, LLC	4	4	0.20%	0.28%	0.31%	Q4 2022	Q3 2023	4
ClearBridge Investments	4	4	0.00%	0.00%	0.00%	Q3 2016	Q2 2017	4
Wagner Wealth Management, LLC	4	4	0.32%	0.60%	1.30%	Q4 2017	Q3 2018	4
Newport Wealth Strategies, Inc.	4	4	0.22%	0.26%	0.31%	Q4 2017	Q3 2018	4
Signature Wealth Management Group	4	4	0.06%	0.06%	0.06%	Q4 2017	Q3 2018	4
Coastline Trust Co	4	4	0.03%	0.06%	0.07%	Q4 2022	Q3 2023	4
Truvestments Capital LLC	2	1	0.01%	0.05%	0.18%	Q1 2020	Q2 2023	4
Integris Wealth Management, LLC	4	4	3.87%	4.38%	4.67%	Q4 2022	Q3 2023	4
Canton Hathaway, LLC	4	4	0.29%	0.30%	0.30%	Q3 2021	Q2 2022	4
PERRITT CAPITAL MANAGEMENT INC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Hillcrest Wealth Advisors - NY, LLC	2	2	0.16%	0.22%	0.35%	Q4 2018	Q3 2020	4
Legacy Trust	4	4	0.07%	0.08%	0.09%	Q4 2022	Q3 2023	4
Y-Intercept (Hong Kong) Ltd	2	2	0.03%	0.05%	0.10%	Q2 2022	Q2 2023	4
KMG FIDUCIARY PARTNERS, LLC	4	4	0.05%	0.28%	0.37%	Q4 2022	Q3 2023	4
PRIVATE CAPITAL MANAGEMENT LLC	4	4	0.15%	0.17%	0.25%	Q2 2019	Q1 2020	4
RE Dickinson Investment Advisors, LLC	4	4	0.00%	0.02%	0.02%	Q4 2021	Q3 2022	4
Lion Street Advisors, LLC	3	1	0.04%	1.19%	1.95%	Q1 2020	Q3 2023	4
SENTINEL PENSION ADVISORS INC	4	4	0.07%	0.07%	0.07%	Q2 2021	Q1 2022	4
NWK Group, Inc.	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Axiom Financial Strategies, LLC	4	4	0.16%	1.18%	4.15%	Q4 2022	Q3 2023	4
Sage Mountain Advisors LLC	4	4	0.03%	0.03%	0.04%	Q4 2022	Q3 2023	4
Running Point Capital Advisors, LLC	4	4	0.48%	0.52%	0.56%	Q4 2020	Q3 2021	4
COLLECTIVE FAMILY OFFICE LLC	4	4	0.10%	0.13%	0.18%	Q4 2020	Q3 2021	4
ADE, LLC	4	4	0.02%	0.02%	0.03%	Q4 2020	Q3 2021	4
Coppell Advisory Solutions LLC	4	4	0.66%	0.67%	0.70%	Q4 2022	Q3 2023	4
Curi Wealth Management, LLC	3	1	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	4
Willis Johnson & Associates, Inc.	4	4	0.03%	0.03%	0.03%	Q1 2021	Q4 2021	4
Clarity Financial LLC	2	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2023	4
BUCKINGHAM STRATEGIC PARTNERS, LLC	2	2	0.02%	0.08%	0.21%	Q3 2022	Q3 2023	4
CoreCap Advisors, LLC	3	1	0.01%	0.02%	0.02%	Q4 2021	Q4 2022	4
Steward Financial Group LLC	2	1	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	4
Evolution Advisers, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Missouri Trust & Investment Co	4	4	0.09%	0.09%	0.10%	Q4 2021	Q3 2022	4
Frontier Asset Management, LLC	4	4	0.11%	0.25%	0.30%	Q4 2022	Q3 2023	4
Life Planning Partners, Inc	4	4	1.62%	1.67%	1.76%	Q4 2021	Q3 2022	4
Gibson Wealth Advisors LLC	4	4	0.03%	0.03%	0.04%	Q4 2021	Q3 2022	4
FirstPurpose Wealth LLC	4	4	0.12%	0.14%	0.17%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.91%	1.02%	1.20%	Q4 2022	Q3 2023	4
Beacon Capital Management, LLC	4	4	0.01%	2.88%	5.76%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	3.74%	4.26%	4.81%	Q4 2022	Q3 2023	4
GRAND WEALTH MANAGEMENT, LLC	4	4	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	4
Corient Private Wealth LLC	4	4	0.05%	0.05%	0.06%	Q4 2022	Q3 2023	4
Fee-Only Financial Planning, L.C.	4	4	0.50%	0.54%	0.58%	Q4 2022	Q3 2023	4
Colonial Trust Co / SC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.19%	0.20%	0.20%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.21%	0.27%	0.34%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.15%	0.16%	0.16%	Q4 2022	Q3 2023	4
PRIVATE MANAGEMENT GROUP INC	4	4	0.02%	0.02%	0.02%	Q4 2020	Q3 2021	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Olistico Wealth, LLC	4	4	0.91%	0.94%	0.99%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	0.86%	0.89%	0.94%	Q4 2022	Q3 2023	4
RCS Financial Planning, LLC	4	4	0.45%	0.49%	0.51%	Q4 2022	Q3 2023	4
Koesten, Hirschmann & Crabtree, INC.	4	4	11.90%	12.60%	13.20%	Q4 2022	Q3 2023	4
VitalStone Financial, LLC	4	4	0.27%	0.48%	0.74%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	4
Goldstein Advisors, LLC	4	4	0.10%	0.10%	0.10%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.09%	0.10%	0.10%	Q4 2022	Q3 2023	4
Breakwater Capital Group	4	4	0.14%	0.15%	0.20%	Q4 2022	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	14.44%	15.69%	16.62%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.23%	0.52%	0.82%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	1.97%	2.02%	2.10%	Q4 2022	Q3 2023	4
LEGACY FINANCIAL GROUP, INC.	4	4	0.15%	0.16%	0.16%	Q4 2022	Q3 2023	4
AlphaQ Advisors LLC	4	4	0.21%	0.24%	0.29%	Q4 2022	Q3 2023	4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4	4	0.14%	0.19%	0.26%	Q4 2022	Q3 2023	4
True Wealth Design, LLC	4	4	0.81%	1.03%	1.18%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.45%	0.61%	0.82%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	1.74%	1.77%	1.80%	Q4 2022	Q3 2023	4
Pioneer Wealth Management Group	4	4	4.63%	5.41%	5.81%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.00%	0.00%	0.01%	Q4 2022	Q3 2023	4
FIRST COMMUNITY TRUST NA	4	4	0.28%	0.30%	0.32%	Q4 2022	Q3 2023	4
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	4	4	0.03%	0.04%	0.04%	Q4 2017	Q3 2018	4
FIRST HORIZON CORP	4	4	0.01%	0.01%	0.01%	Q3 2020	Q2 2021	4
RAYNER & HAYNOR	4	4	8.16%	8.34%	8.56%	Q4 2013	Q3 2014	4
BOURGEON CAPITAL MANAGEMENT LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
FIFTH THIRD SECURITIES, INC.	4	4	0.04%	0.32%	1.15%	Q3 2021	Q2 2022	4
Leucadia National	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
ANCHOR CAPITAL ADVISORS LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
WELCH & FORBES LLC	3	1	0.01%	0.01%	0.01%	Q2 2015	Q4 2017	4
OPTIMUM INVESTMENT ADVISORS	4	4	0.34%	0.43%	0.55%	Q1 2014	Q4 2014	4
WESTPORT RESOURCES MANAGEMENT INC	4	4	0.00%	0.01%	0.02%	Q4 2015	Q3 2016	4
ENTERPRISE FINANCIAL SERVICES CORP	3	1	0.01%	0.18%	0.24%	Q2 2013	Q1 2019	4
BANK HAPOALIM BM	4	4	1.46%	1.52%	1.54%	Q1 2022	Q4 2022	4
Triumph Capital Management	3	3	0.12%	0.32%	0.69%	Q1 2022	Q3 2022	3
Avalon Trust Co	3	3	0.14%	0.19%	0.22%	Q1 2023	Q3 2023	3
Concord Wealth Partners	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
EXENCIAL WEALTH ADVISORS, LLC	2	1	0.05%	0.07%	0.08%	Q1 2013	Q3 2023	3
Bouchey Financial Group Ltd	3	3	0.03%	0.03%	0.03%	Q1 2023	Q3 2023	3
BlackRock Institutional Trust Company, N.A.	2	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2014	3
Vantage Investment Advisors, LLC	3	3	0.00%	0.01%	0.01%	Q4 2016	Q2 2017	3
Blackhawk Capital Partners LLC.	3	3	0.32%	0.36%	0.44%	Q4 2017	Q2 2018	3
JOURNEY STRATEGIC WEALTH LLC	3	3	0.11%	0.20%	0.31%	Q4 2022	Q2 2023	3
Kovack Advisors, Inc.	3	3	0.07%	0.08%	0.08%	Q3 2019	Q1 2020	3
Private Capital Advisors, Inc.	1	1	0.03%	0.03%	0.04%	Q4 2021	Q4 2022	3
Strategic Investment Solutions, Inc. /IL	3	3	0.01%	0.02%	0.05%	Q1 2023	Q3 2023	3
Balentine LLC	3	3	0.01%	0.01%	0.01%	Q3 2019	Q1 2020	3
Francis Financial, Inc.	2	1	0.11%	0.14%	0.20%	Q2 2022	Q3 2023	3
Next Level Private LLC	2	1	0.14%	0.15%	0.18%	Q1 2022	Q3 2023	3
ADVISOR PARTNERS II, LLC	3	3	0.07%	0.16%	0.27%	Q1 2023	Q3 2023	3
Sloy Dahl & Holst, LLC	3	3	0.08%	0.11%	0.14%	Q1 2023	Q3 2023	3
First Long Island Investors, LLC	3	3	0.02%	0.02%	0.02%	Q4 2020	Q2 2021	3
WIPFLI FINANCIAL ADVISORS LLC,	3	3	0.02%	0.03%	0.03%	Q1 2022	Q3 2022	3
WestEnd Advisors, LLC	2	1	0.00%	0.00%	0.00%	Q2 2022	Q1 2023	3
Norway Savings Bank	3	3	0.06%	0.09%	0.17%	Q4 2016	Q2 2017	3
Cape Investment Advisory, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
AXXCESS WEALTH MANAGEMENT, LLC	2	1	0.03%	2.43%	7.21%	Q4 2022	Q3 2023	3
Legacy Financial Strategies, LLC	3	3	0.21%	0.21%	0.22%	Q4 2017	Q2 2018	3
Unison Advisors LLC	2	1	0.02%	0.04%	0.08%	Q3 2022	Q3 2023	3
KILEY JUERGENS WEALTH MANAGEMENT, LLC	2	1	0.04%	0.04%	0.04%	Q4 2017	Q3 2018	3
Tradewinds, LLC.	3	3	0.30%	0.31%	0.31%	Q1 2023	Q3 2023	3
WealthPlan Investment Management, LLC	2	1	0.01%	0.03%	0.05%	Q1 2023	Q4 2023	3
BIP Wealth, LLC	3	3	0.62%	0.69%	0.78%	Q1 2023	Q3 2023	3
People's United Financial, Inc.	1	1	0.00%	0.01%	0.02%	Q3 2016	Q1 2022	3
ATLANTA CAPITAL MANAGEMENT CO L L C	1	1	0.00%	0.00%	0.00%	Q1 2020	Q2 2022	3
PACIFIC SUN FINANCIAL CORP	2	1	0.11%	0.47%	1.15%	Q4 2017	Q2 2022	3
Resurgent Financial Advisors LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
Karpus Management, Inc.	3	3	0.34%	0.87%	1.21%	Q2 2013	Q4 2013	3
TIEDEMANN ADVISORS, LLC	2	1	0.03%	0.42%	0.62%	Q1 2017	Q4 2021	3
DRW Securities, LLC	3	3	0.01%	0.05%	0.11%	Q2 2013	Q4 2013	3
Procyon Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
361 CAPITAL LLC	3	3	0.05%	0.06%	0.06%	Q2 2018	Q4 2018	3
Endurance Wealth Management, Inc.	3	3	0.00%	0.00%	0.00%	Q4 2022	Q2 2023	3
Compagnie Lombard Odier SCmA	2	1	0.00%	0.00%	0.00%	Q4 2019	Q2 2022	3
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC	3	3	0.21%	0.21%	0.22%	Q1 2023	Q3 2023	3
FormulaFolio Investments, LLC	3	3	0.00%	0.00%	0.01%	Q4 2020	Q2 2021	3
Unified Trust Company, N.A.	3	3	0.08%	0.08%	0.08%	Q1 2021	Q3 2021	3
Sunbelt Securities, Inc.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Magnus Financial Group LLC	3	3	0.05%	0.05%	0.06%	Q2 2019	Q4 2019	3
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	3	3	0.05%	0.06%	0.07%	Q3 2018	Q1 2019	3
FourThought Financial, LLC	3	3	0.00%	0.00%	0.00%	Q4 2020	Q2 2021	3
BENJAMIN EDWARDS INC	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
CGN Advisors LLC	3	3	0.05%	0.06%	0.07%	Q4 2021	Q2 2022	3
WealthPLAN Partners, LLC	2	1	0.00%	0.01%	0.03%	Q1 2023	Q4 2023	3
River Wealth Advisors LLC	3	3	0.03%	0.03%	0.04%	Q2 2018	Q4 2018	3
HSBC HOLDINGS PLC	2	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2020	3
Valtinson Bruner Financial Planning LLC	3	3	0.12%	0.12%	0.12%	Q1 2023	Q3 2023	3
Strategic Financial Concepts, LLC	3	3	0.68%	0.79%	0.85%	Q1 2023	Q3 2023	3
Newbridge Financial Services Group, Inc.	2	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2022	3
Bay Harbor Wealth Management, LLC	3	3	0.06%	0.06%	0.07%	Q2 2019	Q4 2019	3
Householder Group Estate & Retirement Specialist, LLC	1	1	0.00%	0.03%	0.04%	Q3 2022	Q3 2023	3
MONEY CONCEPTS CAPITAL CORP	2	1	0.00%	0.02%	0.04%	Q1 2022	Q4 2022	3
RIVERSEDGE ADVISORS, LLC	3	3	0.07%	0.07%	0.07%	Q1 2023	Q3 2023	3
Revisor Wealth Management LLC	3	3	0.40%	0.85%	1.10%	Q1 2023	Q3 2023	3
Advisor Resource Council	1	1	0.45%	0.49%	0.56%	Q2 2021	Q2 2022	3
Prostatis Group LLC	3	3	0.29%	0.54%	0.68%	Q4 2022	Q2 2023	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.02%	0.03%	0.03%	Q1 2023	Q3 2023	3
Pacifica Partners Inc.	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
Thrive Wealth Management, LLC	2	1	0.05%	0.06%	0.07%	Q4 2021	Q2 2023	3
Brightworth	3	3	0.04%	0.55%	1.10%	Q1 2022	Q3 2022	3
Atlantic Private Wealth, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Clarkston Capital Partners, LLC	3	3	0.01%	0.01%	0.01%	Q4 2020	Q2 2021	3
Essex Savings Bank	3	3	0.02%	0.02%	0.04%	Q4 2018	Q2 2019	3
MOGY JOEL R INVESTMENT COUNSEL INC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Sowa Financial Group, Inc.	3	3	0.06%	0.07%	0.07%	Q2 2020	Q4 2020	3
VESTOR CAPITAL, LLC	3	3	0.01%	0.01%	0.02%	Q3 2020	Q1 2021	3
Kalos Management, Inc.	2	1	0.14%	0.15%	0.15%	Q1 2021	Q4 2021	3
CWA Asset Management Group, LLC	3	3	0.06%	0.07%	0.07%	Q1 2023	Q3 2023	3
IAMS WEALTH MANAGEMENT, LLC	3	3	0.46%	0.51%	0.57%	Q1 2023	Q3 2023	3
McKinley Carter Wealth Services, Inc.	1	1	0.03%	0.05%	0.06%	Q1 2018	Q4 2019	3
Salvus Wealth Management, LLC	2	1	0.25%	0.32%	0.41%	Q2 2022	Q1 2023	3
Stearns Financial Services Group	3	3	0.00%	0.00%	0.00%	Q1 2020	Q3 2020	3
Altiora Financial Group, LLC	3	3	0.10%	0.10%	0.10%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
PCA Investment Advisory Services Inc.	3	3	1.79%	1.95%	2.11%	Q1 2023	Q3 2023	3
Avantax Planning Partners, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2018	Q3 2020	3
PFG Investments, LLC	3	3	0.05%	0.06%	0.06%	Q1 2023	Q3 2023	3
Consolidated Portfolio Review Corp	3	3	0.45%	0.48%	0.52%	Q1 2023	Q3 2023	3
RED CEDAR INVESTMENT MANAGEMENT, LLC	3	3	0.74%	0.91%	1.09%	Q3 2020	Q1 2021	3
Ruggaard & Associates LLC	3	3	4.90%	5.05%	5.16%	Q1 2023	Q3 2023	3
GPS Wealth Strategies Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Willow Street Advisors LLC	3	3	0.25%	0.26%	0.27%	Q2 2013	Q4 2013	3
Argent Wealth Management LLC	3	3	0.10%	0.10%	0.11%	Q4 2019	Q2 2020	3
Allegiant Private Advisors, LLC	3	3	0.15%	0.15%	0.16%	Q4 2020	Q2 2021	3
High Falls Advisors, Inc	3	3	0.01%	0.01%	0.01%	Q4 2015	Q2 2016	3
Ellenbecker Investment Group	3	3	0.35%	0.35%	0.35%	Q1 2023	Q3 2023	3
GeoWealth Management, LLC	2	1	0.01%	0.50%	1.25%	Q3 2021	Q4 2022	3
Advocacy Wealth Management Services, LLC	2	1	0.51%	1.17%	2.28%	Q2 2013	Q4 2015	3
Meristem Family Wealth, LLC	3	3	0.05%	0.45%	0.65%	Q3 2021	Q1 2022	3
Nalls Sherbakoff Group, LLC	3	3	0.18%	0.19%	0.21%	Q1 2023	Q3 2023	3
Glass Jacobson Investment Advisors llc	2	1	0.71%	0.78%	0.82%	Q4 2022	Q3 2023	3
WESPAC Advisors, LLC	2	1	0.19%	0.24%	0.34%	Q4 2014	Q1 2021	3
RPg Family Wealth Advisory, LLC	3	3	0.02%	0.02%	0.02%	Q2 2018	Q4 2018	3
Sandy Cove Advisors, LLC	2	2	0.04%	0.05%	0.05%	Q4 2021	Q1 2022	2
CFS Investment Advisory Services, LLC	1	1	0.00%	0.02%	0.03%	Q1 2022	Q2 2023	2
Realta Investment Advisors	2	2	0.00%	0.01%	0.01%	Q1 2019	Q2 2019	2
OAK FAMILY ADVISORS, LLC	2	2	0.10%	0.11%	0.13%	Q2 2021	Q3 2021	2
Lake Point Wealth Management	2	2	0.00%	0.00%	0.00%	Q1 2019	Q2 2019	2
LEO BROKERAGE, LLC	2	2	0.14%	0.14%	0.16%	Q1 2023	Q2 2023	2
Inscription Capital, LLC	1	1	0.04%	0.05%	0.06%	Q4 2018	Q2 2021	2
Global Wealth Management Investment Advisory, Inc.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	1	1	0.01%	0.35%	0.69%	Q4 2020	Q3 2022	2
Semmax Financial Advisors Inc.	1	1	0.00%	0.00%	0.01%	Q4 2018	Q4 2019	2
Connectus Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2023	2
RONALD BLUE & CO LLC	2	2	0.01%	0.01%	0.01%	Q3 2015	Q4 2015	2
ACAS, LLC	2	2	0.30%	0.32%	0.34%	Q2 2023	Q3 2023	2
Cynosure Group, LLC	2	2	0.08%	0.08%	0.08%	Q2 2023	Q3 2023	2
DUMONT & BLAKE INVESTMENT ADVISORS LLC	2	2	0.13%	0.14%	0.16%	Q2 2013	Q3 2013	2
Quantinno Capital Management LP	2	2	0.01%	0.02%	0.02%	Q2 2023	Q3 2023	2
Alera Investment Advisors, LLC	2	2	0.03%	0.03%	0.04%	Q4 2018	Q1 2019	2
Independent Wealth Network Inc.	2	2	0.18%	0.18%	0.18%	Q3 2021	Q4 2021	2
Herold Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q1 2022	2
Heritage Financial Services, LLC	1	1	0.01%	0.07%	0.12%	Q2 2022	Q4 2022	2
Crosspoint Capital Strategies, LLC	2	2	0.04%	0.19%	0.34%	Q3 2015	Q4 2015	2
KEB ASSET MANAGEMENT, LLC	2	2	0.13%	0.14%	0.14%	Q4 2021	Q1 2022	2
Mader & Shannon Wealth Management, Inc.	2	2	0.21%	8.84%	17.46%	Q1 2017	Q2 2017	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
SCOTIA CAPITAL INC.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Fortress Wealth Management, Inc.	2	2	0.33%	1.86%	3.38%	Q4 2021	Q1 2022	2
GRIFFIN ASSET MANAGEMENT, INC.	2	2	0.11%	0.11%	0.12%	Q2 2013	Q3 2013	2
Northwest Capital Management Inc	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Cypress Capital, LLC	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
Red Cedar Capital, LLC	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
Heritage Wealth Advisors	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
DeDora Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q1 2022	2
Capital Bank & Trust Co	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
My Personal CFO, LLC	1	1	0.15%	0.16%	0.18%	Q4 2021	Q4 2022	2
Black Swift Group, LLC	2	2	0.01%	0.02%	0.03%	Q4 2017	Q1 2018	2
Ullmann Wealth Partners Group, LLC	2	2	0.06%	0.07%	0.08%	Q3 2021	Q4 2021	2
Legacy Wealth Management, Inc	1	1	0.01%	0.02%	0.03%	Q4 2016	Q2 2023	2
Coppell Advisory Solutions Corp.	2	2	0.66%	0.68%	0.70%	Q4 2022	Q1 2023	2
Polianta Ltd	2	2	7.32%	8.04%	8.76%	Q1 2020	Q2 2020	2
CABANA LLC	1	1	0.00%	2.89%	5.77%	Q4 2019	Q4 2021	2
Rezny Wealth Management, Inc.	2	2	0.19%	0.20%	0.21%	Q2 2023	Q3 2023	2
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.02%	0.02%	Q2 2020	Q4 2021	2
Paragon Capital Management Ltd	2	2	0.12%	0.13%	0.13%	Q3 2017	Q4 2017	2
Clear Harbor Asset Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q3 2020	2
MFA WEALTH ADVISORS, LLC	2	2	4.41%	4.55%	4.69%	Q1 2020	Q2 2020	2
FIC CAPITAL INC	2	2	0.32%	0.33%	0.33%	Q2 2017	Q3 2017	2
25 LLC	2	2	0.01%	0.01%	0.01%	Q1 2023	Q2 2023	2
Values Added Financial LLC	2	2	0.90%	0.93%	0.96%	Q2 2023	Q3 2023	2
Pine Valley Investments Ltd Liability Co	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
FISCHER INVESTMENT STRATEGIES, LLC	2	2	0.26%	0.26%	0.27%	Q2 2023	Q3 2023	2
Migdal Insurance & Financial Holdings Ltd.	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Harbour Capital Advisors, LLC	2	2	0.09%	0.09%	0.10%	Q1 2018	Q2 2018	2
Impact Partnership Wealth, LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.11%	0.11%	0.11%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
CGC Financial Services, LLC	2	2	0.47%	0.48%	0.49%	Q2 2023	Q3 2023	2
RETIREMENT CAPITAL STRATEGIES	2	2	0.54%	0.55%	0.56%	Q2 2023	Q3 2023	2
Idaho Trust Bank	2	2	6.40%	6.46%	6.51%	Q2 2023	Q3 2023	2
Index Fund Advisors, Inc.	2	2	0.02%	0.03%	0.04%	Q4 2021	Q1 2022	2
Highland Private Wealth Management	1	1	0.06%	0.08%	0.10%	Q3 2021	Q3 2022	2
Gerstein Fisher	2	2	0.05%	0.05%	0.05%	Q2 2013	Q3 2013	2
Baltimore-Washington Financial Advisors Inc.	2	2	1.55%	1.55%	1.56%	Q2 2013	Q3 2013	2
LEGG MASON, INC.	2	2	0.02%	0.31%	0.60%	Q3 2016	Q4 2016	2
Gratus Capital, LLC	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
STRALEM & CO INC	2	2	0.07%	0.09%	0.10%	Q1 2020	Q2 2020	2
Private Vista, LLC	2	2	0.22%	0.28%	0.34%	Q1 2020	Q2 2020	2
SNS Financial Group, LLC	1	1	0.02%	0.04%	0.05%	Q4 2017	Q4 2021	2
Integrated Wealth Management	2	2	0.00%	0.01%	0.01%	Q2 2016	Q3 2016	2
Diversified Portfolios, Inc.	2	2	0.07%	0.07%	0.07%	Q2 2022	Q3 2022	2
Greenwich Investment Management, Inc.	2	2	0.26%	0.27%	0.28%	Q1 2023	Q2 2023	2
Concert Wealth Management Inc.	1	1	0.02%	0.04%	0.05%	Q3 2016	Q1 2017	2
Narwhal Capital Management	2	2	0.08%	0.08%	0.08%	Q2 2017	Q3 2017	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.11%	0.11%	0.12%	Q1 2021	Q2 2021	2
Argent Trust Co	2	2	0.02%	0.02%	0.02%	Q2 2021	Q3 2021	2
Raab & Moskowitz Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q4 2019	2
Palo Capital, Inc.	2	2	0.12%	0.12%	0.13%	Q1 2018	Q2 2018	2
Gresham Partners, LLC	2	2	3.25%	5.52%	7.78%	Q3 2015	Q4 2015	2
ORRSTOWN FINANCIAL SERVICES INC	2	2	0.31%	0.32%	0.34%	Q2 2021	Q3 2021	2
ATWOOD & PALMER INC	2	2	0.01%	0.01%	0.01%	Q4 2016	Q1 2017	2
Winchester Group Inc.	2	2	0.07%	0.07%	0.07%	Q2 2013	Q3 2013	2
REBALANCE, LLC	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
Grant/GrossMendelsohn, LLC	2	2	0.18%	0.18%	0.18%	Q2 2023	Q3 2023	2
Spotlight Asset Group, Inc.	2	2	0.12%	0.13%	0.13%	Q4 2019	Q1 2020	2
WFA of San Diego, LLC	2	2	0.34%	0.35%	0.37%	Q3 2021	Q4 2021	2
Engrave Wealth Partners LLC	2	2	0.05%	0.05%	0.05%	Q4 2019	Q1 2020	2
RMR Wealth Builders	2	2	0.02%	0.02%	0.03%	Q4 2020	Q1 2021	2
Wealth Quarterback LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q2 2021	2
Soltis Investment Advisors LLC	2	2	0.07%	0.09%	0.10%	Q4 2019	Q1 2020	2
HERITAGE WEALTH MANAGEMENT, LLC	2	2	0.03%	0.03%	0.03%	Q3 2022	Q4 2022	2
Strategic Wealth Investment Group, LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
BAKER TILLY WEALTH MANAGEMENT, LLC	1	1	0.17%	0.35%	0.54%	Q1 2022	Q4 2022	2
InterOcean Capital Group, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Relyea Zuckerberg Hanson LLC	2	2	0.11%	0.11%	0.11%	Q2 2023	Q3 2023	2
Ranch Capital Advisors Inc.	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Meeder Advisory Services, Inc.	2	2	0.02%	0.03%	0.03%	Q1 2023	Q2 2023	2
WESTWOOD HOLDINGS GROUP INC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
PEAK FINANCIAL ADVISORS LLC	2	2	0.22%	0.28%	0.34%	Q3 2022	Q4 2022	2
Carolina Wealth Advisors, LLC	2	2	0.00%	0.01%	0.02%	Q2 2023	Q3 2023	2
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	2	2	0.01%	0.01%	0.01%	Q4 2019	Q1 2020	2
Congress Park Capital LLC	1	1	0.59%	0.59%	0.59%	Q3 2018	Q3 2018	1
B.O.S.S. Retirement Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
TOTH FINANCIAL ADVISORY CORP	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Orion Capital Management LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
STEVENS CAPITAL PARTNERS	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
TCWP LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Resource Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
SFMG, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
Alaska Wealth Advisors	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Ergoteles LLC	1	1	0.06%	0.06%	0.06%	Q2 2022	Q2 2022	1
SevenOneSeven Capital Management	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
DHJJ Financial Advisors, Ltd.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
SEGALL BRYANT & HAMILL, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Anson Capital, Inc.	1	1	0.38%	0.38%	0.38%	Q1 2023	Q1 2023	1
BNC WEALTH MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q3 2020	Q3 2020	1
Jane Street Holding, LLC	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
IBEX WEALTH ADVISORS	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
USAdvisors Wealth Management, LLC	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
Campbell Wealth Management	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
GRIMES & COMPANY, INC.	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Williams Jones Wealth Management, LLC.	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Cornerstone Planning Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
ISLAY CAPITAL MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Filbrandt Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
National Wealth Management Group, LLC	1	1	0.49%	0.49%	0.49%	Q4 2021	Q4 2021	1
Capital Advisors Wealth Management, LLC	1	1	0.06%	0.06%	0.06%	Q1 2022	Q1 2022	1
Atomi Financial Group, Inc.	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
Winthrop Advisory Group LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
First Ascent Asset Management, LLC	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
Foster Victor Wealth Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
TMD Wealth Management, LLC	1	1	0.29%	0.29%	0.29%	Q4 2022	Q4 2022	1
SILVERCREST ASSET MANAGEMENT GROUP LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Chicago Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Carlsbad Wealth Advisory Group, Inc.	1	1	0.42%	0.42%	0.42%	Q2 2023	Q2 2023	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
KPP Advisory Services LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
COWA, LLC	1	1	0.09%	0.09%	0.09%	Q3 2022	Q3 2022	1
RATIONAL ADVISORS LLC	1	1	0.81%	0.81%	0.81%	Q1 2009	Q1 2009	1
Bellwether Investment Group, LLC	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Syverson Strege & Co	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Equita Financial Network, Inc.	1	1	0.38%	0.38%	0.38%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.30%	0.30%	0.30%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.34%	0.34%	0.34%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Hills Bank & Trust Co	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Paragon Wealth Strategies, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Source Financial Advisors LLC	1	1	1.68%	1.68%	1.68%	Q2 2022	Q2 2022	1
Horan Securities, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
FNY Investment Advisers, LLC	1	1	0.09%	0.09%	0.09%	Q2 2019	Q2 2019	1
ROMANO BROTHERS AND COMPANY	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
PUTNAM INVESTMENTS LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Douglass Winthrop Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
BARCLAYS PLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Gerber Kawasaki Wealth & Investment Management	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
TAP Consulting, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Goodwin Investment Advisory	1	1	0.05%	0.05%	0.05%	Q1 2023	Q1 2023	1
CHARTIST INC /CA/	1	1	0.11%	0.11%	0.11%	Q4 2015	Q4 2015	1
Kovitz Investment Group Partners, LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
Simply Money Advisors	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
WIN ADVISORS, INC	1	1	0.49%	0.49%	0.49%	Q2 2023	Q2 2023	1
PRINCIPAL FINANCIAL GROUP INC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Visionary Wealth Advisors	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
Bell Rock Capital LLC	1	1	0.04%	0.04%	0.04%	Q1 2017	Q1 2017	1
Bremer Bank National Association	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Aberdeen Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
ARGENT CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Apriem Advisors	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Darwin Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
PINNACLE FINANCIAL PARTNERS INC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
ARS Wealth Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q1 2014	Q1 2014	1
Tanager Wealth Management LLP	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
BEACON INVESTMENT ADVISORY SERVICES, INC.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Ken Stern & Associates, Inc.	1	1	3.52%	3.52%	3.52%	Q4 2016	Q4 2016	1
Allspring Global Investments Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
JANICZEK WEALTH MANAGEMENT, LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Elevated Capital Advisors, LLC	1	1	0.30%	0.30%	0.30%	Q1 2023	Q1 2023	1
SANTA BARBARA ASSET MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
FundX Investment Group, LLC	1	1	0.20%	0.20%	0.20%	Q4 2021	Q4 2021	1
Bristol Gate Capital Partners Inc.	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
CHURCHILL MANAGEMENT Corp	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
Kavar Capital Partners, LLC	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
NORTHWEST INVESTMENT COUNSELORS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Lifeworks Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
THOROUGHBRED FINANCIAL SERVICES, LLC	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Ellevest, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
CLEAR STREET MARKETS LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
FIRST FOUNDATION ADVISORS	1	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2019	1
CXI Advisors	1	1	0.30%	0.30%	0.30%	Q4 2019	Q4 2019	1
Main Street Financial Solutions, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Clear Creek Financial Management, LLC	1	1	0.20%	0.20%	0.20%	Q3 2020	Q3 2020	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.02%	0.02%	0.02%	Q4 2018	Q4 2018	1
ROMAN BUTLER FULLERTON & CO	1	1	0.50%	0.50%	0.50%	Q3 2023	Q3 2023	1
Investment Research & Advisory Group, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
CVA Family Office, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Invst, LLC	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
Keystone Wealth Services, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
TOBIAS FINANCIAL ADVISORS, INC.	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
OLD MISSION CAPITAL LLC	1	1	0.06%	0.06%	0.06%	Q3 2021	Q3 2021	1
Astoria Strategic Wealth, Inc.	1	1	0.66%	0.66%	0.66%	Q4 2019	Q4 2019	1
Cascadia Advisory Services, LLC	1	1	0.06%	0.06%	0.06%	Q4 2019	Q4 2019	1
EXCHANGE TRADED CONCEPTS, LLC	1	1	1.72%	1.72%	1.72%	Q4 2021	Q4 2021	1
FutureAdvisor, Inc.	1	1	0.08%	0.08%	0.08%	Q3 2015	Q3 2015	1
Schiavi & Co LLC	1	1	0.34%	0.34%	0.34%	Q4 2020	Q4 2020	1
Questar Asset Management, Inc.	1	1	2.21%	2.21%	2.21%	Q4 2018	Q4 2018	1
AMERICAN NATIONAL BANK	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.05%	0.05%	0.05%	Q1 2017	Q1 2017	1
HOWE & RUSLING INC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Capital Planning Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q3 2019	Q3 2019	1
Birchcreek Wealth Management, LLC	1	1	0.48%	0.48%	0.48%	Q4 2020	Q4 2020	1
Godshalk Welsh Capital Management, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
Concorde Asset Management, LLC	1	1	0.22%	0.22%	0.22%	Q3 2017	Q3 2017	1
Caerus Investment Advisors, LLC	1	1	0.36%	0.36%	0.36%	Q4 2021	Q4 2021	1
Ipswich Investment Management Co., Inc.	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
Greenhouse Wealth Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
Pallas Capital Advisors LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
NBC SECURITIES, INC.	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
PRICE T ROWE ASSOCIATES INC /MD/	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
EXANE DERIVATIVES	1	1	0.03%	0.03%	0.03%	Q1 2021	Q1 2021	1
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
Compass Ion Advisors, LLC	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Capital Investment Services of America, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
KLS Professional Advisors Group, LLC	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
BAINCO INTERNATIONAL INVESTORS	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Institute for Wealth Management, LLC.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
PGIM Custom Harvest LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
TAM Capital Management Inc.	1	1	6.28%	6.28%	6.28%	Q4 2018	Q4 2018	1
HRT FINANCIAL LP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CALTON & ASSOCIATES, INC.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Modus Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
NewEdge Wealth, LLC	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
Camarda Financial Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
TRADITION ASSET MANAGEMENT LLC	1	1	0.29%	0.29%	0.29%	Q2 2020	Q2 2020	1
TECTONIC ADVISORS LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Benedetti & Gucer, Inc.	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
Anfield Capital Management, LLC	1	1	0.15%	0.15%	0.15%	Q4 2019	Q4 2019	1
Allen Capital Group, LLC	1	1	1.38%	1.38%	1.38%	Q4 2022	Q4 2022	1
SIGNET FINANCIAL MANAGEMENT, LLC	1	1	0.08%	0.08%	0.08%	Q4 2015	Q4 2015	1
Guardian Wealth Advisors, LLC	1	1	6.18%	6.18%	6.18%	Q1 2021	Q1 2021	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	1.13%	1.13%	1.13%	Q4 2018	Q4 2018	1
Brouwer & Janachowski, LLC	1	1	0.02%	0.02%	0.02%	Q1 2014	Q1 2014	1
Clarfeld Financial Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q4 2018	Q4 2018	1
TCF National Bank	1	1	0.06%	0.06%	0.06%	Q2 2020	Q2 2020	1
Quent Capital, LLC	1	1	0.23%	0.23%	0.23%	Q1 2022	Q1 2022	1
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
AlphaCore Capital LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
TELEMUS CAPITAL, LLC	1	1	0.06%	0.06%	0.06%	Q1 2016	Q1 2016	1
Raleigh Capital Management Inc.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Glassy Mountain Advisors, Inc.	1	1	15.11%	15.11%	15.11%	Q1 2023	Q1 2023	1
Oak Point Wealth Management	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
ForthRight Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Vestpro Financial Partners, Inc. dba CPF Texas	1	1	0.70%	0.70%	0.70%	Q3 2018	Q3 2018	1
Diametric Capital, LP	1	1	2.04%	2.04%	2.04%	Q3 2021	Q3 2021	1
Avestar Capital, LLC	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
Founders Capital Management	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Granite Bay Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Whitcomb & Hess, Inc.	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Forward Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Safeguard Financial, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
West Oak Capital, LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Synergy Asset Management, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
PRELUDE CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q3 2021	Q3 2021	1
Summit Global Investments	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Summit X, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Edge Capital Group, LLC	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
W ADVISORS, LLC	1	1	0.34%	0.34%	0.34%	Q4 2021	Q4 2021	1
Verdence Capital Advisors LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Independent Advisor Alliance	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Indiana Trust & Investment Management CO	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
Wallace Advisory Group, LLC	1	1	1.19%	1.19%	1.19%	Q4 2022	Q4 2022	1
FSB PREMIER WEALTH MANAGEMENT, INC.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Smith & Howard Wealth Management, LLC	1	1	0.52%	0.52%	0.52%	Q4 2021	Q4 2021	1
Callan Family Office, LLC	1	1	4.82%	4.82%	4.82%	Q4 2022	Q4 2022	1
Rosenberg Matthew Hamilton	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
SOCIETE GENERALE	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Roof Eidam Maycock Peralta, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Fulcrum Capital LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Diversified, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
One Wealth Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
SIMON QUICK ADVISORS, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
Cyndeo Wealth Partners, LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Clearwater Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Red Tortoise LLC	1	1	0.19%	0.19%	0.19%	Q1 2022	Q1 2022	1
DRAVO BAY LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
NATIONAL PLANNING CORP	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
Squar Milner Financial Services LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
BBVA USA Bancshares, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Western Financial Corp/CA	1	1	0.19%	0.19%	0.19%	Q4 2022	Q4 2022	1
DAYMARK WEALTH PARTNERS, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
O'Brien Wealth Partners LLC	1	1	0.03%	0.03%	0.03%	Q3 2018	Q3 2018	1
Pekin Hardy Strauss, Inc.	1	1	0.07%	0.07%	0.07%	Q4 2014	Q4 2014	1
MidWestOne Financial Group, Inc.	1	1	0.10%	0.10%	0.10%	Q2 2019	Q2 2019	1
Verum Partners LLC	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Osborn Williams & Donohoe LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Atlantic Union Bankshares Corp	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Gryphon Financial Partners LLC	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
DFPG INVESTMENTS, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
HMS Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
Kinloch Capital, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Strategic Blueprint, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
Rather & Kittrell, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Wellington Shields Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Advisory Alpha, LLC	1	1	0.06%	0.06%	0.06%	Q1 2020	Q1 2020	1
Choice Wealth Advisors, LLC	1	1	0.36%	0.36%	0.36%	Q2 2022	Q2 2022	1
Perfromance Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
PNC Managed Account Solutions, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
Salient Capital Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2016	1
Goldstein Munger & Associates	1	1	0.07%	0.07%	0.07%	Q3 2022	Q3 2022	1
Rinkey Investments	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	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.