• VTI shareholders
• Shareholder history

Current and past VANGUARD INDEX FDS shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.01%	0.07%	Q2 2013	Q3 2023	115
JANE STREET GROUP, LLC	39	39	0.00%	0.03%	0.21%	Q1 2014	Q3 2023	99
BARCLAYS PLC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	92
Citadel Advisors	30	1	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	83
Cutler Group LLC / CA	32	32	0.00%	0.04%	1.55%	Q4 2015	Q3 2023	81
CITIGROUP INC	42	42	0.00%	0.17%	0.69%	Q2 2013	Q3 2023	69
Walleye Trading LLC	16	1	0.00%	0.00%	0.02%	Q3 2016	Q3 2023	68
Parallax Volatility Advisers, L.P.	24	5	0.00%	0.00%	0.02%	Q3 2013	Q3 2023	61
HUNTINGTON NATIONAL BANK	36	15	0.00%	0.06%	0.16%	Q2 2010	Q3 2023	56
MUFG Americas Holdings Corp	48	48	0.00%	0.02%	0.07%	Q4 2010	Q3 2022	48
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.06%	0.15%	Q1 2012	Q3 2023	48
HSBC HOLDINGS PLC	47	47	0.01%	0.04%	0.19%	Q1 2012	Q3 2023	47
MCF Advisors LLC	40	7	0.04%	3.08%	18.01%	Q4 2011	Q3 2023	47
Zhang Financial LLC	47	47	10.62%	17.83%	20.91%	Q1 2012	Q3 2023	47
Rehmann Capital Advisory Group	31	15	0.07%	0.32%	0.59%	Q4 2011	Q3 2023	46
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.18%	0.36%	Q2 2013	Q3 2023	46
UBS Group AG	36	36	0.00%	0.33%	0.73%	Q4 2014	Q3 2023	45
LEAVELL INVESTMENT MANAGEMENT, INC.	42	2	0.13%	0.39%	1.06%	Q2 2010	Q3 2023	44
New England Private Wealth Advisors LLC	44	44	0.51%	2.98%	4.65%	Q4 2012	Q3 2023	44
Joel Isaacson & Co., LLC	44	44	0.43%	3.43%	5.60%	Q4 2012	Q3 2023	44
TCI Wealth Advisors, Inc.	44	44	1.69%	3.19%	5.51%	Q4 2012	Q3 2023	44
Tortoise Investment Management, LLC	44	44	0.07%	0.82%	1.48%	Q4 2012	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.07%	0.19%	Q4 2012	Q3 2023	44
Regis Management CO LLC	43	43	13.58%	22.18%	35.11%	Q1 2013	Q3 2023	43
Veritable, L.P.	43	43	0.18%	0.75%	1.16%	Q4 2012	Q2 2023	43
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.27%	0.68%	Q2 2013	Q3 2023	43
Creative Planning	42	42	0.00%	1.10%	3.76%	Q2 2013	Q3 2023	43
Segment Wealth Management, LLC	42	42	0.01%	3.61%	6.10%	Q2 2013	Q3 2023	43
BENJAMIN F. EDWARDS & COMPANY, INC.	42	42	0.00%	1.34%	2.05%	Q2 2013	Q3 2023	43
WOODSTOCK CORP	43	43	0.02%	0.06%	0.09%	Q2 2013	Q4 2023	43
Boltwood Capital Management	43	43	0.13%	0.54%	1.19%	Q2 2013	Q4 2023	43
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.10%	0.15%	Q2 2013	Q3 2023	43
COMMERCE BANK	43	43	0.03%	0.14%	0.25%	Q1 2013	Q3 2023	43
Goelzer Investment Management, Inc.	43	43	0.08%	0.12%	0.15%	Q1 2013	Q3 2023	43
Hanson & Doremus Investment Management	42	42	0.64%	1.27%	3.57%	Q2 2013	Q3 2023	42
Manchester Capital Management LLC	42	42	0.03%	0.19%	1.92%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.00%	0.04%	0.10%	Q2 2013	Q3 2023	42
ROBERTS GLORE & CO INC /IL/	42	42	1.06%	1.80%	2.84%	Q2 2013	Q3 2023	42
AMG National Trust Bank	42	42	1.27%	1.68%	2.26%	Q2 2013	Q3 2023	42
AEGON USA Investment Management, LLC	42	42	14.25%	45.66%	64.98%	Q2 2013	Q3 2023	42
TWIN FOCUS CAPITAL PARTNERS, LLC	42	42	8.18%	12.81%	22.99%	Q2 2013	Q3 2023	42
Smithfield Trust Co	42	42	0.09%	0.32%	1.76%	Q2 2013	Q3 2023	42
DUNCKER STREETT & CO INC	42	42	0.01%	0.06%	0.09%	Q2 2013	Q3 2023	42
BLAIR WILLIAM & CO/IL	42	42	0.02%	0.07%	0.16%	Q2 2013	Q3 2023	42
Portland Global Advisors LLC	42	42	2.16%	4.46%	7.38%	Q2 2013	Q3 2023	42
Dorsey & Whitney Trust CO LLC	42	42	0.13%	0.95%	1.76%	Q2 2013	Q3 2023	42
HBK Sorce Advisory LLC	42	42	0.30%	1.85%	3.53%	Q2 2013	Q3 2023	42
UNITED SERVICES AUTOMOBILE ASSOCIATION	42	42	0.05%	0.16%	0.37%	Q2 2013	Q3 2023	42
JNBA Financial Advisors	42	42	0.06%	3.24%	12.59%	Q2 2013	Q3 2023	42
Savant Capital, LLC	42	42	1.62%	3.78%	6.13%	Q2 2013	Q3 2023	42
Mariner, LLC	42	42	0.19%	0.60%	1.29%	Q2 2013	Q3 2023	42
HEADINVEST, LLC	42	42	0.25%	1.07%	2.15%	Q2 2013	Q3 2023	42
American Investment Services, Inc.	42	42	0.27%	0.47%	0.99%	Q2 2013	Q3 2023	42
Baker Ellis Asset Management LLC	42	42	6.14%	9.05%	12.55%	Q2 2013	Q3 2023	42
Evensky & Katz LLC	42	42	1.26%	3.48%	5.13%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.10%	0.25%	0.34%	Q2 2013	Q3 2023	42
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	42	42	0.42%	0.86%	1.34%	Q2 2013	Q3 2023	42
VANGUARD GROUP INC	42	42	0.02%	0.08%	0.18%	Q2 2013	Q3 2023	42
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	42	42	0.43%	1.23%	3.51%	Q2 2013	Q3 2023	42
COBBLESTONE CAPITAL ADVISORS LLC /NY/	42	42	1.02%	1.41%	1.62%	Q2 2013	Q3 2023	42
Legacy Private Trust Co.	42	42	0.07%	1.85%	6.51%	Q2 2013	Q3 2023	42
Courage Miller Partners, LLC	42	42	0.34%	0.48%	0.56%	Q2 2013	Q3 2023	42
DAVIS R M INC	42	42	0.11%	0.18%	0.33%	Q2 2013	Q3 2023	42
NEW ENGLAND ASSET MANAGEMENT INC	42	42	0.14%	0.33%	2.07%	Q2 2013	Q3 2023	42
Carnegie Capital Asset Management, LLC	42	42	0.30%	0.93%	2.84%	Q2 2013	Q3 2023	42
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	42	42	0.14%	0.36%	0.63%	Q2 2013	Q3 2023	42
FOSTER DYKEMA CABOT & CO INC/MA	42	42	1.48%	2.05%	2.44%	Q2 2013	Q3 2023	42
Asset Management Group, Inc.	42	42	0.22%	1.91%	2.58%	Q2 2013	Q3 2023	42
BROWN ADVISORY INC	42	42	0.04%	0.27%	0.42%	Q2 2013	Q3 2023	42
BOSTON FAMILY OFFICE LLC	42	42	0.06%	0.27%	0.49%	Q2 2013	Q3 2023	42
North Star Investment Management Corp.	42	42	2.09%	2.51%	3.02%	Q2 2013	Q3 2023	42
Cypress Capital Group	42	42	0.10%	0.46%	0.97%	Q2 2013	Q3 2023	42
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN	42	42	11.21%	17.13%	23.89%	Q2 2013	Q3 2023	42
ROYAL BANK OF CANADA	42	42	0.03%	0.10%	0.15%	Q2 2013	Q3 2023	42
Windham Capital Management, LLC	42	42	3.82%	12.90%	21.63%	Q2 2013	Q3 2023	42
BURNS J W & CO INC/NY	42	42	0.35%	0.49%	0.89%	Q2 2013	Q3 2023	42
Texas Yale Capital Corp.	42	42	0.05%	0.10%	0.16%	Q2 2013	Q3 2023	42
Coastline Trust Co	42	42	1.07%	1.28%	2.02%	Q2 2013	Q3 2023	42
Sabal Trust CO	42	42	0.18%	0.29%	1.02%	Q2 2013	Q3 2023	42
Acropolis Investment Management, LLC	42	42	0.03%	0.06%	0.09%	Q2 2013	Q3 2023	42
King Wealth Management Group	42	42	0.24%	0.33%	0.46%	Q2 2013	Q3 2023	42
WEALTHCARE CAPITAL MANAGEMENT LLC	42	42	38.84%	43.12%	45.99%	Q2 2013	Q3 2023	42
Financial Management Professionals, Inc.	42	42	0.02%	1.19%	4.27%	Q2 2013	Q3 2023	42
Exchange Capital Management, Inc.	42	42	0.04%	0.51%	1.05%	Q2 2013	Q3 2023	42
SEGALL BRYANT & HAMILL, LLC	35	7	0.01%	0.04%	0.06%	Q1 2013	Q3 2023	42
BESSEMER GROUP INC	42	42	0.03%	0.09%	0.42%	Q2 2013	Q3 2023	42
FIRST BUSINESS FINANCIAL SERVICES, INC.	42	42	22.76%	27.65%	33.23%	Q2 2013	Q3 2023	42
JMG Financial Group, Ltd.	42	42	1.48%	3.54%	6.54%	Q2 2013	Q3 2023	42
Linscomb & Williams, Inc.	42	42	2.20%	3.68%	4.89%	Q2 2013	Q3 2023	42
ICONIQ Capital, LLC	41	1	0.01%	0.62%	2.00%	Q1 2013	Q3 2023	42
Cetera Advisor Networks LLC	21	21	0.30%	0.71%	1.56%	Q1 2013	Q3 2023	42
STATE STREET CORP	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
REGIONS FINANCIAL CORP	42	42	0.32%	0.52%	0.70%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.13%	2.06%	5.91%	Q2 2013	Q3 2023	42
BROWN BROTHERS HARRIMAN & CO	34	8	0.00%	0.00%	0.02%	Q1 2013	Q3 2023	42
NORTH STAR ASSET MANAGEMENT INC	42	42	1.20%	1.60%	2.06%	Q2 2013	Q3 2023	42
Verus Financial Partners, Inc.	42	42	0.69%	15.91%	28.54%	Q2 2013	Q3 2023	42
JFS WEALTH ADVISORS, LLC	42	42	0.38%	1.97%	7.84%	Q2 2013	Q3 2023	42
MOODY LYNN & LIEBERSON, LLC	42	42	0.08%	0.15%	0.33%	Q2 2013	Q3 2023	42
Carlson Capital Management	42	42	4.35%	18.43%	27.43%	Q2 2013	Q3 2023	42
AMERICAN NATIONAL BANK	42	42	0.02%	0.90%	2.57%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO OF NEVADA INC	42	42	0.01%	0.04%	0.07%	Q2 2013	Q3 2023	42
FARMERS & MERCHANTS INVESTMENTS INC	42	42	0.04%	0.12%	0.22%	Q2 2013	Q3 2023	42
Telos Capital Management, Inc.	42	42	2.91%	3.56%	4.31%	Q2 2013	Q3 2023	42
BOSTON RESEARCH & MANAGEMENT INC	42	42	0.73%	0.80%	0.86%	Q2 2013	Q3 2023	42
FineMark National Bank & Trust	42	42	0.03%	0.08%	0.24%	Q2 2013	Q3 2023	42
CULBERTSON A N & CO INC	42	42	0.21%	0.78%	1.75%	Q2 2013	Q3 2023	42
JOHNSON INVESTMENT COUNSEL INC	42	42	0.10%	0.13%	0.17%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.09%	0.19%	Q2 2013	Q3 2023	42
CENTRAL BANK & TRUST CO	42	42	0.00%	0.03%	0.04%	Q2 2013	Q3 2023	42
Nadler Financial Group, Inc.	42	42	2.91%	6.00%	8.18%	Q2 2013	Q3 2023	42
JONES FINANCIAL COMPANIES LLLP	42	42	0.05%	0.12%	0.29%	Q2 2013	Q3 2023	42
TORONTO DOMINION BANK	25	17	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	42
Annex Advisory Services, LLC	42	42	6.26%	12.23%	18.02%	Q2 2013	Q3 2023	42
BUCKINGHAM STRATEGIC WEALTH, LLC	42	42	1.82%	3.43%	6.15%	Q2 2013	Q3 2023	42
ASSOCIATED BANC-CORP	42	42	0.22%	0.33%	0.48%	Q2 2013	Q3 2023	42
Chesley Taft & Associates LLC	42	42	0.23%	0.28%	0.39%	Q2 2013	Q3 2023	42
Hudock, Inc.	42	42	0.00%	0.14%	0.58%	Q2 2013	Q3 2023	42
Buckingham Capital Management, Inc.	42	42	0.70%	2.55%	5.48%	Q2 2013	Q3 2023	42
Smith & Howard Wealth Management, LLC	42	42	13.58%	28.95%	43.21%	Q2 2013	Q3 2023	42
VICUS CAPITAL	42	42	0.32%	0.99%	5.90%	Q2 2013	Q3 2023	42
NewSquare Capital LLC	42	42	0.18%	3.11%	6.53%	Q2 2013	Q3 2023	42
WEDBUSH SECURITIES INC	42	42	0.35%	1.56%	11.17%	Q2 2013	Q3 2023	42
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.	42	42	7.29%	11.07%	16.83%	Q2 2013	Q3 2023	42
SouthState Corp	42	42	0.13%	0.19%	0.32%	Q2 2013	Q3 2023	42
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	42	42	0.07%	0.39%	0.69%	Q2 2013	Q3 2023	42
D.A. DAVIDSON & CO.	42	42	0.08%	0.42%	1.10%	Q2 2013	Q3 2023	42
VAN STRUM & TOWNE INC.	42	42	0.32%	1.11%	2.29%	Q2 2013	Q3 2023	42
WHITTIER TRUST CO	42	42	0.02%	0.04%	0.07%	Q2 2013	Q3 2023	42
STEPHENS INC /AR/	42	42	0.41%	1.81%	3.58%	Q2 2013	Q3 2023	42
Bartlett & Co. LLC	26	16	0.28%	0.42%	0.62%	Q2 2013	Q4 2023	42
TRUST CO OF VERMONT	42	42	0.01%	0.04%	0.15%	Q2 2013	Q3 2023	42
Ancora Advisors LLC	42	42	0.10%	0.22%	0.46%	Q2 2013	Q3 2023	42
WOODMONT INVESTMENT COUNSEL LLC	42	42	0.08%	0.51%	1.77%	Q2 2013	Q3 2023	42
NORTHSTAR ASSET MANAGEMENT Co LLC	42	42	0.48%	2.49%	4.12%	Q2 2013	Q3 2023	42
ASPIRIANT, LLC	42	42	0.08%	0.38%	0.91%	Q2 2013	Q3 2023	42
MOGY JOEL R INVESTMENT COUNSEL INC	42	42	0.06%	0.11%	0.23%	Q2 2013	Q3 2023	42
SYNOVUS FINANCIAL CORP	42	42	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	42
PROFFITT & GOODSON INC	42	42	6.82%	9.62%	12.65%	Q2 2013	Q3 2023	42
Allworth Financial LP	42	42	3.58%	27.46%	66.86%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.02%	0.04%	0.08%	Q2 2013	Q3 2023	42
Baker Avenue Asset Management, LP	42	42	0.95%	4.41%	10.26%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.01%	0.18%	0.40%	Q2 2013	Q3 2023	42
PINNACLE FINANCIAL PARTNERS INC	42	42	0.19%	0.63%	1.10%	Q2 2013	Q3 2023	42
SIGMA INVESTMENT COUNSELORS INC	42	42	0.81%	1.08%	1.59%	Q2 2013	Q3 2023	42
THRIVENT FINANCIAL FOR LUTHERANS	42	42	0.02%	0.05%	0.28%	Q2 2013	Q3 2023	42
PITCAIRN CO	42	42	0.23%	0.49%	1.02%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.24%	0.42%	0.59%	Q2 2013	Q3 2023	42
BANK OF HAWAII	42	42	0.95%	12.58%	21.54%	Q2 2013	Q3 2023	42
KCM INVESTMENT ADVISORS LLC	42	42	0.92%	1.47%	3.05%	Q2 2013	Q3 2023	42
CHATHAM CAPITAL GROUP, INC.	42	42	0.11%	0.19%	0.27%	Q2 2013	Q3 2023	42
FIDUCIARY TRUST CO	42	42	0.06%	0.21%	0.44%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.31%	0.39%	0.50%	Q2 2013	Q3 2023	42
RAYMOND JAMES TRUST N.A.	42	42	0.13%	0.21%	0.29%	Q2 2013	Q3 2023	42
OLD NATIONAL BANCORP /IN/	42	42	0.06%	0.08%	0.11%	Q2 2013	Q3 2023	42
Oxbow Advisors, LLC	42	42	0.10%	0.17%	0.36%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.54%	1.84%	6.82%	Q2 2013	Q3 2023	42
CULLEN/FROST BANKERS, INC.	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
SNS Financial Group, LLC	38	4	0.12%	0.99%	1.93%	Q1 2013	Q3 2023	42
CENTRAL TRUST Co	42	42	0.10%	0.75%	3.66%	Q2 2013	Q3 2023	42
OPUS INVESTMENT MANAGEMENT INC	42	42	8.90%	21.16%	30.60%	Q2 2013	Q3 2023	42
Harbour Capital Advisors, LLC	22	8	0.32%	0.46%	1.17%	Q1 2013	Q4 2023	42
Truepoint, Inc.	42	42	9.48%	28.99%	44.95%	Q2 2013	Q3 2023	42
Gibson Capital, LLC	42	42	37.44%	46.88%	55.65%	Q2 2013	Q3 2023	42
GFS Advisors, LLC	42	42	0.13%	1.81%	2.59%	Q2 2013	Q3 2023	42
Busey Bank	42	42	0.04%	0.07%	0.14%	Q2 2013	Q3 2023	42
TD Capital Management LLC	42	42	0.06%	1.78%	6.30%	Q2 2013	Q3 2023	42
Plante Moran Financial Advisors, LLC	42	42	0.06%	0.72%	3.96%	Q2 2013	Q3 2023	42
Roundview Capital LLC	42	42	0.13%	1.00%	1.86%	Q2 2013	Q3 2023	42
UNITED CAPITAL FINANCIAL ADVISORS, LLC	42	42	0.16%	0.67%	1.87%	Q2 2013	Q3 2023	42
SHAYNE & JACOBS, LLC	42	42	6.36%	13.51%	18.41%	Q2 2013	Q3 2023	42
Cambridge Investment Research Advisors, Inc.	42	42	0.98%	1.46%	2.41%	Q2 2013	Q3 2023	42
J.P. Morgan Private Wealth Advisors LLC	42	42	0.15%	0.38%	1.13%	Q2 2013	Q3 2023	42
GUYASUTA INVESTMENT ADVISORS INC	42	42	0.16%	0.24%	0.30%	Q2 2013	Q3 2023	42
VISTA CAPITAL PARTNERS, INC.	42	42	10.41%	27.83%	37.76%	Q2 2013	Q3 2023	42
ENVESTNET ASSET MANAGEMENT INC	42	42	0.48%	0.97%	1.36%	Q2 2013	Q3 2023	42
BANK OF MONTREAL /CAN/	39	2	0.00%	0.09%	0.19%	Q2 2013	Q3 2023	42
Legacy Wealth Management, Inc	42	42	0.49%	0.84%	1.30%	Q2 2013	Q3 2023	42
SIGNATUREFD, LLC	42	42	0.02%	0.15%	0.36%	Q2 2013	Q3 2023	42
Evercore Wealth Management, LLC	42	42	0.02%	0.06%	0.08%	Q2 2013	Q3 2023	42
LPL Financial LLC	28	13	0.00%	3.79%	8.68%	Q2 2013	Q3 2023	42
TRUIST FINANCIAL CORP	42	42	0.07%	0.30%	0.72%	Q2 2013	Q3 2023	42
Raymond James Financial Services Advisors, Inc.	37	4	0.22%	0.69%	1.92%	Q2 2013	Q3 2023	41
B. Riley Wealth Advisors, Inc.	41	41	0.04%	0.36%	0.57%	Q3 2013	Q3 2023	41
Morningstar Investment Services LLC	27	14	5.05%	7.19%	11.96%	Q2 2013	Q3 2023	41
CADINHA & CO LLC	41	41	0.14%	0.35%	0.92%	Q3 2013	Q3 2023	41
BRADLEY FOSTER & SARGENT INC/CT	28	13	0.05%	0.07%	0.14%	Q2 2013	Q3 2023	41
Main Management LLC	38	3	0.01%	0.34%	0.61%	Q2 2013	Q3 2023	41
BOKF, NA	32	9	0.20%	0.39%	0.57%	Q2 2013	Q3 2023	41
CLIFFORD SWAN INVESTMENT COUNSEL LLC	32	9	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	41
WASHINGTON TRUST BANK	41	41	0.00%	0.56%	0.93%	Q3 2013	Q3 2023	41
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	40	1	0.02%	0.29%	0.75%	Q2 2013	Q3 2023	41
FINANCIAL COUNSELORS INC	28	13	0.45%	0.79%	1.10%	Q2 2013	Q3 2023	41
Focused Wealth Management, Inc	41	41	0.24%	1.55%	4.31%	Q3 2013	Q3 2023	41
HOWE & RUSLING INC	38	3	0.69%	1.49%	3.22%	Q2 2013	Q3 2023	41
BAILARD, INC.	31	10	0.22%	4.13%	7.38%	Q2 2013	Q3 2023	41
COLONY GROUP LLC	41	41	0.01%	0.73%	2.10%	Q3 2013	Q3 2023	41
PINNACLE ASSOCIATES LTD	41	41	0.01%	0.31%	0.84%	Q3 2013	Q3 2023	41
First Horizon Advisors, Inc.	41	41	0.19%	0.36%	0.74%	Q3 2013	Q3 2023	41
M&T BANK CORP	26	15	0.00%	0.09%	0.44%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	21	20	0.06%	0.20%	0.68%	Q2 2013	Q3 2023	41
FLPUTNAM INVESTMENT MANAGEMENT CO	25	16	0.10%	0.26%	0.54%	Q2 2013	Q3 2023	41
HOLLENCREST CAPITAL MANAGEMENT	40	40	0.00%	0.17%	0.32%	Q4 2013	Q3 2023	41
Gradient Investments LLC	24	17	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	41
Kistler-Tiffany Companies, LLC	41	41	1.96%	2.84%	3.73%	Q2 2013	Q2 2023	41
Prospera Financial Services Inc	41	41	0.02%	0.27%	0.89%	Q3 2013	Q3 2023	41
WBH ADVISORY INC	38	3	2.70%	4.34%	6.17%	Q2 2013	Q3 2023	41
DELTEC ASSET MANAGEMENT LLC	41	41	0.05%	0.07%	0.11%	Q3 2013	Q3 2023	41
ALESCO ADVISORS LLC	41	41	0.02%	0.03%	0.04%	Q2 2013	Q2 2023	41
Atria Investments, Inc	27	14	0.34%	5.71%	14.69%	Q2 2013	Q3 2023	41
Cetera Advisors LLC	23	18	0.28%	0.66%	1.47%	Q2 2013	Q3 2023	41
MOTCO	23	18	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	41
Janney Montgomery Scott LLC	41	41	0.02%	0.09%	0.41%	Q3 2013	Q3 2023	41
ASSETMARK, INC	41	41	0.00%	0.30%	2.82%	Q3 2013	Q3 2023	41
PHILLIPS FINANCIAL MANAGEMENT, LLC	25	16	0.30%	0.52%	0.77%	Q2 2013	Q3 2023	41
Advisory Services Network, LLC	27	14	0.02%	1.52%	6.04%	Q2 2013	Q3 2023	41
FORVIS Wealth Advisors, LLC	41	41	3.78%	23.92%	34.24%	Q3 2013	Q3 2023	41
BRIGHTON JONES LLC	26	15	0.67%	4.33%	6.76%	Q2 2013	Q3 2023	41
Ballentine Partners, LLC	25	16	12.90%	25.59%	33.44%	Q2 2013	Q3 2023	41
Novo Holdings A/S	29	12	14.17%	39.63%	64.67%	Q4 2009	Q3 2022	41
Sand Hill Global Advisors, LLC	22	19	0.16%	0.30%	0.63%	Q2 2013	Q3 2023	41
Sageworth Trust Co	41	41	0.16%	11.25%	20.65%	Q3 2013	Q3 2023	41
Sandy Spring Bank	38	3	0.13%	0.17%	0.20%	Q2 2013	Q3 2023	41
Chevy Chase Trust Holdings, LLC	41	41	0.02%	0.03%	0.05%	Q3 2013	Q3 2023	41
HighTower Advisors, LLC	30	11	0.09%	0.43%	0.62%	Q2 2013	Q3 2023	41
Bouchey Financial Group Ltd	40	40	0.35%	0.71%	1.97%	Q4 2013	Q3 2023	40
EFG Asset Management (Americas) Corp.	40	40	0.10%	6.52%	22.10%	Q4 2013	Q3 2023	40
GIRARD PARTNERS LTD.	40	40	0.06%	0.40%	0.93%	Q4 2013	Q3 2023	40
Capital Advisors, Ltd. LLC	40	40	1.25%	2.02%	2.96%	Q4 2013	Q3 2023	40
Blume Capital Management, Inc.	40	40	1.05%	1.80%	2.44%	Q4 2013	Q3 2023	40
Vigilant Capital Management, LLC	30	10	0.04%	0.08%	0.19%	Q2 2013	Q2 2023	40
FAS Wealth Partners, Inc.	40	40	0.21%	3.00%	17.00%	Q4 2013	Q3 2023	40
OPTIMUM INVESTMENT ADVISORS	33	7	0.00%	0.13%	0.26%	Q3 2013	Q4 2023	40
Evanson Asset Management, LLC	40	40	3.14%	4.65%	5.78%	Q4 2013	Q3 2023	40
Raab & Moskowitz Asset Management LLC	40	40	1.32%	3.90%	5.24%	Q4 2013	Q3 2023	40
Parsec Financial Management, Inc.	40	40	0.19%	0.32%	0.54%	Q2 2013	Q1 2023	40
Private Ocean, LLC	40	40	0.48%	1.38%	2.73%	Q4 2013	Q3 2023	40
SMITH, MOORE & CO.	40	40	4.78%	7.83%	11.97%	Q4 2013	Q3 2023	40
Aldebaran Financial Inc.	40	40	0.20%	0.76%	1.24%	Q4 2013	Q3 2023	40
Private Advisor Group, LLC	40	40	0.73%	2.82%	5.08%	Q4 2013	Q3 2023	40
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV	40	40	0.20%	2.38%	8.18%	Q4 2013	Q3 2023	40
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	40	40	0.04%	0.15%	0.36%	Q4 2013	Q3 2023	40
BOSTON FINANCIAL MANGEMENT LLC	36	4	0.02%	0.08%	0.25%	Q2 2013	Q3 2023	40
ROCKY MOUNTAIN ADVISERS, LLC	40	40	0.09%	0.40%	0.86%	Q4 2013	Q3 2023	40
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	40	40	0.09%	0.12%	0.18%	Q4 2013	Q3 2023	40
Modera Wealth Management, LLC	31	4	0.08%	0.35%	0.82%	Q2 2013	Q3 2023	40
LINCOLN NATIONAL CORP	40	40	4.04%	5.64%	7.00%	Q4 2013	Q3 2023	40
ProVise Management Group, LLC	28	5	0.04%	0.34%	0.61%	Q2 2013	Q3 2023	40
Brookstone Capital Management	40	40	0.06%	0.42%	1.42%	Q4 2013	Q3 2023	40
L. Roy Papp & Associates, LLP	24	1	0.07%	0.13%	0.21%	Q2 2013	Q3 2023	40
ALLIANCEBERNSTEIN L.P.	40	40	0.00%	0.01%	0.01%	Q4 2013	Q3 2023	40
Aull & Monroe Investment Management Corp	22	4	0.12%	0.17%	0.28%	Q2 2013	Q3 2023	40
CAPTRUST FINANCIAL ADVISORS	29	5	0.00%	0.59%	1.65%	Q2 2013	Q3 2023	40
IRON Financial LLC	40	40	4.31%	9.37%	22.73%	Q4 2013	Q3 2023	40
CPWM, LLC	36	4	0.04%	0.34%	1.22%	Q2 2012	Q3 2022	40
WMS Partners, LLC	31	2	0.07%	12.00%	25.33%	Q2 2013	Q3 2023	40
Cranbrook Wealth Management, LLC	40	40	0.03%	0.05%	0.08%	Q4 2013	Q3 2023	40
STIFEL FINANCIAL CORP	39	39	0.04%	0.12%	0.29%	Q1 2014	Q3 2023	39
DELTA ASSET MANAGEMENT LLC/TN	35	4	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	39
Ledyard National Bank	39	39	0.12%	0.82%	1.62%	Q1 2014	Q3 2023	39
Regal Investment Advisors LLC	27	1	0.07%	0.64%	2.19%	Q2 2013	Q3 2023	39
Estate Counselors, LLC	29	10	0.04%	2.65%	9.21%	Q2 2013	Q3 2023	39
Neuberger Berman Group LLC	35	4	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	39
CHOREO, LLC	39	39	0.84%	1.18%	1.74%	Q1 2014	Q3 2023	39
ARGI Investment Services, LLC	39	39	2.57%	3.82%	7.50%	Q2 2013	Q4 2022	39
WHALEROCK POINT PARTNERS, LLC	29	10	0.20%	0.31%	0.53%	Q4 2013	Q3 2023	39
Mathes Company, Inc.	37	2	0.36%	1.42%	2.59%	Q4 2013	Q3 2023	39
SPINNAKER TRUST	39	39	0.03%	0.06%	0.11%	Q1 2014	Q3 2023	39
HALL LAURIE J TRUSTEE	13	13	1.48%	2.39%	3.96%	Q2 2013	Q3 2023	39
Pekin Hardy Strauss, Inc.	39	39	0.08%	0.34%	0.58%	Q1 2014	Q3 2023	39
COMERICA BANK	38	1	0.01%	0.09%	0.36%	Q3 2013	Q3 2023	39
Dynamic Advisor Solutions LLC	33	6	0.37%	1.00%	1.61%	Q4 2013	Q3 2023	39
Wind River Trust Co	39	39	0.02%	7.04%	13.05%	Q1 2014	Q3 2023	39
Retirement Planning Group, LLC	25	14	0.06%	0.23%	0.61%	Q2 2013	Q3 2023	39
Brinker Capital Investments, LLC	39	39	0.28%	2.05%	8.40%	Q2 2013	Q4 2022	39
OPPENHEIMER & CO INC	39	39	0.01%	0.18%	0.97%	Q1 2014	Q3 2023	39
MONTAG A & ASSOCIATES INC	26	13	0.02%	0.05%	0.09%	Q3 2013	Q3 2023	39
One Capital Management, LLC	39	39	0.08%	0.47%	0.73%	Q1 2014	Q3 2023	39
FIRST NATIONAL TRUST CO	37	2	0.02%	0.05%	0.38%	Q2 2013	Q3 2023	39
Haverford Trust Co	39	39	0.01%	0.37%	1.79%	Q1 2014	Q3 2023	39
Karpus Management, Inc.	39	39	0.29%	1.46%	2.41%	Q1 2014	Q3 2023	39
Autus Asset Management, LLC	39	39	0.31%	0.91%	1.30%	Q2 2013	Q4 2022	39
GAMBLE JONES INVESTMENT COUNSEL	39	39	0.39%	0.60%	0.80%	Q2 2013	Q4 2022	39
CIBC Private Wealth Group, LLC	39	39	0.05%	0.24%	0.61%	Q1 2014	Q3 2023	39
Kovack Advisors, Inc.	38	38	0.00%	1.16%	2.03%	Q2 2014	Q3 2023	39
HIGHLAND CAPITAL MANAGEMENT, LLC	39	39	0.04%	0.43%	0.74%	Q1 2014	Q3 2023	39
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	38	38	0.02%	0.14%	0.30%	Q2 2014	Q3 2023	38
EATON VANCE MANAGEMENT	38	38	0.00%	0.01%	0.21%	Q2 2013	Q3 2022	38
Financial Architects, Inc	32	2	0.07%	0.39%	0.86%	Q2 2013	Q2 2023	38
DOWLING & YAHNKE LLC	38	38	0.17%	0.23%	0.32%	Q2 2013	Q3 2022	38
FIRST MANHATTAN CO. LLC.	38	38	0.00%	0.01%	0.02%	Q2 2014	Q3 2023	38
WEBSTER BANK, N. A.	38	38	0.11%	0.78%	1.23%	Q2 2014	Q3 2023	38
Rathbones Group PLC	38	38	0.01%	0.03%	0.04%	Q2 2014	Q3 2023	38
PEAPACK GLADSTONE FINANCIAL CORP	24	14	0.01%	0.02%	0.06%	Q1 2014	Q3 2023	38
Efficient Advisors, LLC	38	38	0.32%	1.88%	7.44%	Q2 2014	Q3 2023	38
Ifrah Financial Services, Inc.	27	11	0.16%	0.31%	0.56%	Q4 2013	Q3 2023	38
Fort Point Capital Partners LLC	20	18	0.12%	0.67%	4.96%	Q4 2013	Q3 2023	38
Strategic Financial Services, Inc,	38	38	0.10%	0.29%	0.63%	Q2 2014	Q3 2023	38
Quantum Capital Management, LLC / NJ	38	38	0.01%	0.04%	0.14%	Q2 2013	Q3 2022	38
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	31	7	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	38
Ashfield Capital Partners, LLC	38	38	0.07%	0.42%	0.84%	Q2 2013	Q3 2022	38
1834 INVESTMENT ADVISORS CO	38	38	0.04%	0.21%	0.44%	Q2 2014	Q3 2023	38
Waldron Private Wealth LLC	38	38	0.09%	0.28%	0.76%	Q2 2014	Q3 2023	38
Portfolio Solutions, LLC	38	38	35.57%	50.36%	56.66%	Q2 2013	Q3 2022	38
HM Capital Management, LLC	38	38	0.36%	0.60%	1.34%	Q2 2013	Q3 2022	38
ACR Alpine Capital Research, LLC	24	14	0.01%	0.06%	0.21%	Q2 2013	Q3 2023	38
SILVERCREST ASSET MANAGEMENT GROUP LLC	38	38	0.02%	0.05%	0.11%	Q2 2014	Q3 2023	38
CREDIT SUISSE AG/	17	3	0.00%	0.01%	0.08%	Q1 2013	Q3 2023	38
McCutchen Group LLC	38	38	9.57%	13.22%	18.16%	Q2 2013	Q3 2022	38
Litman Gregory Wealth Management LLC	32	6	3.44%	7.82%	14.93%	Q2 2013	Q3 2023	38
ROTHSCHILD INVESTMENT LLC /IL	38	38	0.03%	0.08%	0.26%	Q2 2014	Q3 2023	38
PROFESSIONAL ADVISORY SERVICES INC	38	38	0.28%	0.32%	0.39%	Q2 2014	Q3 2023	38
ENTERPRISE FINANCIAL SERVICES CORP	37	37	0.04%	0.19%	0.66%	Q2 2013	Q2 2022	37
First Heartland Consultants, Inc.	33	1	0.10%	0.44%	0.90%	Q2 2013	Q3 2023	37
Garde Capital, Inc.	25	12	0.76%	1.78%	5.30%	Q2 2014	Q3 2023	37
Personal Capital Advisors Corp	37	37	0.28%	1.25%	2.32%	Q4 2013	Q4 2022	37
Kiwi Wealth Investments Limited Partnership	37	37	0.02%	4.66%	21.54%	Q3 2014	Q3 2023	37
McKinley Carter Wealth Services, Inc.	37	37	0.07%	0.14%	0.23%	Q3 2014	Q3 2023	37
Coyle Financial Counsel LLC	20	3	0.36%	2.19%	7.47%	Q4 2013	Q3 2023	37
EASTERN BANK	18	3	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	37
Capital Investment Advisors, LLC	37	37	0.03%	0.05%	0.08%	Q4 2014	Q4 2023	37
Johnson Financial Group, Inc.	37	37	0.02%	2.28%	4.05%	Q3 2014	Q3 2023	37
M Holdings Securities, Inc.	31	6	0.19%	1.09%	2.08%	Q4 2013	Q2 2023	37
PETTYJOHN, WOOD & WHITE, INC	28	9	0.09%	0.17%	0.32%	Q2 2014	Q3 2023	37
FDx Advisors, Inc.	37	37	0.02%	0.19%	0.71%	Q3 2014	Q3 2023	37
Covington Capital Management	30	7	0.01%	0.04%	0.08%	Q2 2013	Q3 2022	37
WOLVERINE TRADING, LLC	4	1	0.00%	0.02%	0.06%	Q4 2016	Q3 2023	37
HOWLAND CAPITAL MANAGEMENT LLC	37	37	0.14%	0.19%	0.27%	Q3 2014	Q3 2023	37
Capstone Financial Advisors, Inc.	36	36	6.77%	15.34%	26.07%	Q4 2014	Q3 2023	36
Neumann Capital Management, LLC	36	36	0.85%	1.27%	1.60%	Q4 2014	Q3 2023	36
SHEETS SMITH WEALTH MANAGEMENT	36	36	0.08%	0.22%	0.62%	Q4 2014	Q3 2023	36
KINGS POINT CAPITAL MANAGEMENT	36	36	0.09%	1.14%	2.25%	Q2 2013	Q1 2022	36
Wealth Architects, LLC	36	36	0.23%	0.32%	0.47%	Q4 2014	Q3 2023	36
NATIXIS ADVISORS, L.P.	30	1	0.01%	0.07%	0.21%	Q2 2013	Q3 2023	36
VALLEY NATIONAL ADVISERS INC	36	36	0.11%	0.25%	0.44%	Q4 2014	Q3 2023	36
Sigma Planning Corp	36	36	0.20%	0.30%	0.46%	Q4 2014	Q3 2023	36
Landmark Financial Advisors, LLC	36	36	0.14%	0.58%	1.20%	Q4 2014	Q3 2023	36
CAMBRIDGE TRUST CO	36	36	0.17%	0.25%	0.47%	Q4 2014	Q3 2023	36
Ameritas Investment Partners, Inc.	36	36	0.00%	0.01%	0.01%	Q4 2014	Q3 2023	36
ETF Portfolio Partners, Inc.	36	36	13.82%	16.96%	18.35%	Q4 2014	Q3 2023	36
Stratos Wealth Partners, LTD.	36	36	0.44%	1.30%	2.70%	Q4 2014	Q3 2023	36
Diversified Portfolios, Inc.	36	36	16.77%	26.27%	32.99%	Q4 2014	Q3 2023	36
SONATA CAPITAL GROUP INC	36	36	2.31%	3.50%	4.57%	Q4 2014	Q3 2023	36
FORTE CAPITAL LLC /ADV	34	2	0.67%	1.12%	1.86%	Q3 2014	Q3 2023	36
Sensible Financial Planning & Management, LLC.	36	36	3.56%	4.42%	5.98%	Q4 2014	Q3 2023	36
Betterment LLC	36	36	11.62%	17.52%	23.43%	Q4 2014	Q3 2023	36
Pinnacle Wealth Management Advisory Group, LLC	36	36	0.32%	1.61%	3.06%	Q4 2014	Q3 2023	36
Cambridge Advisors Inc.	36	36	1.01%	2.67%	3.50%	Q4 2014	Q3 2023	36
Roof Eidam Maycock Peralta, LLC	36	36	0.36%	0.53%	0.70%	Q4 2014	Q3 2023	36
Chicago Partners Investment Group LLC	36	36	0.02%	0.18%	0.56%	Q4 2014	Q3 2023	36
OGOREK ANTHONY JOSEPH /NY/ /ADV	36	36	5.95%	9.42%	12.60%	Q4 2014	Q3 2023	36
AllSquare Wealth Management LLC	36	36	12.75%	14.06%	17.42%	Q4 2014	Q3 2023	36
Orca Investment Management, LLC	24	12	1.02%	1.67%	3.27%	Q4 2013	Q3 2023	36
ADIRONDACK TRUST CO	36	36	0.02%	0.42%	0.70%	Q4 2014	Q3 2023	36
MAI Capital Management	36	36	0.08%	0.67%	1.48%	Q4 2014	Q3 2023	36
Affiance Financial, LLC	36	36	0.31%	4.53%	10.20%	Q4 2014	Q3 2023	36
BTR CAPITAL MANAGEMENT INC	36	36	0.11%	0.17%	0.24%	Q4 2013	Q3 2022	36
KWMG, LLC	36	36	0.50%	1.60%	4.37%	Q4 2014	Q3 2023	36
Court Place Advisors, LLC	36	36	0.17%	0.20%	0.24%	Q4 2013	Q3 2022	36
PRIVATE TRUST CO NA	36	36	0.70%	1.03%	1.54%	Q4 2014	Q3 2023	36
Boston Standard Wealth Management, LLC	22	14	7.48%	25.09%	37.30%	Q4 2014	Q4 2023	36
Northstar Group, Inc.	36	36	0.96%	4.45%	8.47%	Q4 2014	Q3 2023	36
Summit Financial Wealth Advisors, LLC	36	36	0.54%	2.07%	4.56%	Q4 2014	Q3 2023	36
Klingman & Associates, LLC	36	36	0.29%	0.75%	1.06%	Q4 2014	Q3 2023	36
FC Advisory LLC	36	36	2.87%	4.39%	5.26%	Q1 2015	Q4 2023	36
Trust Co	35	35	0.01%	0.38%	1.04%	Q1 2015	Q3 2023	35
Rezny Wealth Management, Inc.	35	35	0.01%	14.01%	23.38%	Q1 2015	Q3 2023	35
RFG Advisory, LLC	32	3	0.17%	3.44%	29.21%	Q4 2014	Q3 2023	35
GM Advisory Group, LLC	35	35	0.01%	6.93%	12.37%	Q1 2015	Q3 2023	35
Vantage Investment Partners, LLC	30	5	0.01%	0.12%	0.45%	Q4 2014	Q3 2023	35
Koshinski Asset Management, Inc.	32	3	0.16%	0.54%	1.62%	Q4 2014	Q3 2023	35
State of Tennessee, Treasury Department	35	35	0.15%	0.89%	4.11%	Q1 2015	Q3 2023	35
ROPES WEALTH ADVISORS LLC	35	35	0.01%	1.22%	4.27%	Q1 2015	Q3 2023	35
Voya Financial Advisors, Inc.	35	35	0.20%	0.87%	2.03%	Q1 2015	Q3 2023	35
WESBANCO BANK INC	23	1	0.02%	0.06%	0.33%	Q1 2014	Q3 2023	35
Carroll Financial Associates, Inc.	35	35	0.01%	0.15%	0.35%	Q2 2013	Q4 2021	35
MITCHELL MCLEOD PUGH & WILLIAMS INC	32	3	0.18%	0.67%	1.45%	Q4 2014	Q3 2023	35
SIGNET FINANCIAL MANAGEMENT, LLC	26	9	0.97%	1.70%	2.90%	Q4 2014	Q3 2023	35
MONETA GROUP INVESTMENT ADVISORS LLC	35	35	0.07%	0.41%	3.35%	Q1 2015	Q3 2023	35
Emery Howard Portfolio Management, Inc.	35	35	0.10%	0.25%	0.36%	Q2 2013	Q4 2021	35
PROVIDA PENSION FUND ADMINISTRATOR	14	9	0.02%	3.07%	8.22%	Q4 2013	Q4 2022	35
SCS Capital Management LLC	35	35	0.45%	9.05%	16.30%	Q1 2015	Q3 2023	35
Lumbard & Kellner, LLC	31	4	1.72%	6.49%	14.63%	Q4 2014	Q3 2023	35
HM PAYSON & CO	18	17	0.01%	0.02%	0.07%	Q3 2014	Q3 2023	35
GOFEN & GLOSSBERG LLC /IL/	35	35	0.01%	0.04%	0.09%	Q2 2014	Q4 2022	35
Ironwood Financial, llc	31	4	0.05%	0.31%	1.20%	Q4 2014	Q3 2023	35
EP Wealth Advisors, LLC	18	8	0.03%	0.31%	1.40%	Q4 2013	Q3 2023	35
Patten Group, Inc.	34	1	0.01%	0.32%	0.89%	Q4 2014	Q3 2023	35
Alpha Cubed Investments, LLC	35	35	0.06%	0.29%	0.60%	Q1 2015	Q3 2023	35
WADE G W & INC	35	35	0.05%	0.12%	0.38%	Q1 2015	Q3 2023	35
GREATMARK INVESTMENT PARTNERS, INC.	32	3	0.04%	0.10%	0.17%	Q2 2013	Q1 2022	35
Essex Financial Services, Inc.	35	35	0.06%	0.40%	0.78%	Q1 2015	Q3 2023	35
Northeast Financial Consultants Inc	35	35	1.49%	2.51%	3.86%	Q1 2015	Q3 2023	35
Main Street Research LLC	29	6	0.04%	0.15%	0.29%	Q2 2013	Q1 2022	35
Roble, Belko & Company, Inc	35	35	12.49%	14.04%	15.87%	Q1 2015	Q3 2023	35
MISSION WEALTH MANAGEMENT, LP	34	34	1.88%	4.58%	7.56%	Q2 2015	Q3 2023	34
Oakworth Capital, Inc.	34	34	0.05%	0.10%	0.17%	Q2 2015	Q3 2023	34
S&CO INC	34	34	0.04%	0.05%	0.06%	Q2 2015	Q3 2023	34
OLD DOMINION CAPITAL MANAGEMENT INC	34	34	0.33%	1.39%	3.15%	Q2 2013	Q3 2021	34
Provident Investment Management, Inc.	24	3	0.02%	0.05%	0.11%	Q1 2014	Q3 2023	34
Jackson Wealth Management, LLC	30	1	0.06%	1.56%	6.10%	Q4 2014	Q3 2023	34
Hilltop Holdings Inc.	24	10	0.11%	0.51%	2.29%	Q1 2015	Q3 2023	34
BINGHAM OSBORN & SCARBOROUGH LLC	34	34	0.29%	0.57%	0.74%	Q2 2013	Q3 2021	34
CWM, LLC	26	8	0.10%	0.32%	1.28%	Q1 2015	Q3 2023	34
Strategic Point Investment Advisors, LLC	34	34	0.09%	2.95%	5.06%	Q2 2015	Q3 2023	34
Waverly Advisors, LLC	25	9	0.01%	0.49%	1.01%	Q3 2013	Q3 2023	34
SALEM INVESTMENT COUNSELORS INC	18	16	0.04%	0.05%	0.07%	Q2 2013	Q3 2023	34
Alexandria Capital, LLC	34	34	0.20%	0.35%	0.64%	Q2 2013	Q3 2021	34
Winch Advisory Services, LLC	30	2	0.01%	1.25%	8.82%	Q1 2014	Q3 2023	34
DUBUQUE BANK & TRUST CO	34	34	0.01%	1.90%	4.34%	Q2 2015	Q3 2023	34
ELM ADVISORS, LLC	34	34	8.71%	10.44%	11.44%	Q4 2013	Q1 2022	34
Strategic Advisors LLC	34	34	0.06%	0.18%	0.32%	Q2 2015	Q3 2023	34
Homrich & Berg	34	34	12.73%	26.51%	35.06%	Q2 2013	Q3 2021	34
Baird Financial Group, Inc.	34	34	0.12%	0.28%	0.57%	Q2 2015	Q3 2023	34
Relative Value Partners Group, LLC	34	34	2.40%	3.52%	5.28%	Q2 2015	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.64%	1.44%	2.78%	Q2 2015	Q3 2023	34
Capital Directions Investment Advisors, LLC	12	6	1.63%	2.11%	2.79%	Q4 2013	Q4 2022	34
BEACON INVESTMENT ADVISORY SERVICES, INC.	34	34	3.72%	5.63%	8.11%	Q2 2015	Q3 2023	34
FIRST NATIONAL BANK OF OMAHA	29	5	0.02%	0.19%	0.36%	Q2 2013	Q3 2023	34
People's United Financial, Inc.	18	15	0.00%	0.02%	0.08%	Q4 2013	Q1 2022	33
Apriem Advisors	17	1	0.01%	0.11%	0.33%	Q2 2013	Q3 2023	33
MML INVESTORS SERVICES, LLC	26	7	0.42%	0.86%	2.45%	Q2 2015	Q3 2023	33
USCA RIA LLC	33	33	0.16%	0.54%	2.00%	Q2 2013	Q2 2021	33
QS Investors, LLC	33	33	0.02%	0.12%	0.44%	Q2 2013	Q2 2021	33
Caprock Group, LLC	33	33	0.01%	8.95%	13.55%	Q3 2015	Q3 2023	33
BLB&B Advisors, LLC	32	1	0.04%	0.10%	0.19%	Q2 2015	Q3 2023	33
Brick & Kyle, Associates	20	3	0.08%	0.39%	0.66%	Q4 2014	Q3 2023	33
BADGLEY PHELPS & BELL INC	33	33	0.13%	0.23%	0.42%	Q2 2013	Q2 2021	33
M. Kraus & Co	32	1	0.12%	0.34%	0.44%	Q4 2013	Q3 2023	33
Livingston Group Asset Management CO (operating as Southport Capital Management)	33	33	1.22%	2.29%	2.95%	Q2 2013	Q2 2021	33
Penobscot Investment Management Company, Inc.	28	5	0.09%	0.18%	0.26%	Q2 2015	Q3 2023	33
SCOTIA CAPITAL INC.	28	5	0.00%	0.01%	0.02%	Q4 2014	Q3 2023	33
SOL Capital Management CO	33	33	0.35%	0.71%	1.06%	Q3 2015	Q3 2023	33
Cable Hill Partners, LLC	29	1	0.01%	0.07%	0.13%	Q4 2014	Q3 2023	33
MILLENNIUM MANAGEMENT LLC	13	1	0.00%	0.01%	0.02%	Q3 2013	Q3 2023	33
Versant Capital Management, Inc	33	33	2.51%	5.85%	11.75%	Q4 2015	Q4 2023	33
Retirement Systems of Alabama	33	33	0.00%	0.00%	0.00%	Q3 2015	Q3 2023	33
Accredited Investors Inc.	31	2	0.05%	0.34%	0.59%	Q1 2014	Q3 2023	33
Winfield Associates, Inc.	19	14	0.85%	1.68%	2.18%	Q4 2013	Q1 2022	33
Coe Capital Management, LLC	33	33	0.39%	1.14%	1.87%	Q2 2013	Q2 2021	33
Freestone Capital Holdings, LLC	33	33	0.03%	0.36%	1.08%	Q3 2015	Q3 2023	33
CAPE COD FIVE CENTS SAVINGS BANK	22	1	0.03%	0.05%	0.09%	Q4 2014	Q3 2023	33
Parkside Financial Bank & Trust	32	32	0.01%	0.13%	0.26%	Q4 2015	Q3 2023	33
NORTHSTAR INVESTMENT ADVISORS LLC	33	33	0.45%	0.83%	4.42%	Q2 2013	Q2 2021	33
NWAM LLC	31	1	0.05%	0.37%	0.78%	Q2 2015	Q3 2023	32
Avior Wealth Management, LLC	25	7	0.01%	0.21%	0.70%	Q3 2015	Q3 2023	32
Krilogy Financial LLC	31	1	0.01%	0.12%	0.25%	Q3 2015	Q3 2023	32
BlackRock Inc.	32	32	0.00%	0.00%	0.02%	Q4 2015	Q3 2023	32
StrategIQ Financial Group, LLC	32	32	1.17%	2.85%	6.99%	Q4 2015	Q3 2023	32
MARK SHEPTOFF FINANCIAL PLANNING, LLC	32	32	0.10%	0.12%	0.14%	Q4 2015	Q3 2023	32
BBVA USA Bancshares, Inc.	32	32	0.02%	0.22%	0.82%	Q2 2013	Q1 2021	32
WIMMER ASSOCIATES 1, LLC	32	32	2.53%	3.06%	3.58%	Q4 2015	Q3 2023	32
SHEPHERD KAPLAN KROCHUK, LLC	16	3	0.08%	0.21%	0.63%	Q2 2013	Q3 2023	32
O'Brien Wealth Partners LLC	32	32	10.70%	20.56%	33.48%	Q4 2015	Q3 2023	32
Cedar Wealth Management, LLC	32	32	9.90%	17.92%	28.45%	Q4 2015	Q3 2023	32
Regal Wealth Group, Inc.	32	32	0.96%	1.42%	4.39%	Q4 2015	Q3 2023	32
Ausdal Financial Partners, Inc.	32	32	0.28%	1.33%	5.89%	Q4 2015	Q3 2023	32
LBJ Family Wealth Advisors, Ltd.	32	32	0.80%	1.07%	1.37%	Q1 2016	Q4 2023	32
Anchor Investment Management, LLC	32	32	0.12%	0.32%	0.42%	Q1 2016	Q4 2023	32
Berkeley Capital Partners, LLC	32	32	0.24%	0.94%	11.86%	Q4 2015	Q3 2023	32
Clarius Group, LLC	32	32	0.12%	0.48%	3.56%	Q4 2015	Q3 2023	32
JRM Investment Counsel, LLC	32	32	0.08%	6.96%	11.33%	Q3 2015	Q2 2023	32
Cetera Investment Advisers	32	32	0.52%	1.16%	2.44%	Q4 2015	Q3 2023	32
Parkwood LLC	21	1	0.35%	9.88%	26.88%	Q4 2013	Q3 2023	32
Moisand Fitzgerald Tamayo, LLC	32	32	0.59%	1.83%	3.84%	Q4 2015	Q3 2023	32
Sheaff Brock Investment Advisors, LLC	32	32	0.14%	0.20%	0.28%	Q4 2015	Q3 2023	32
ATWOOD & PALMER INC	30	2	0.00%	0.05%	0.09%	Q3 2015	Q3 2023	32
Bison Wealth, LLC	32	32	0.24%	0.82%	1.62%	Q4 2015	Q3 2023	32
First PREMIER Bank	32	32	2.32%	4.63%	7.64%	Q4 2015	Q3 2023	32
Community Bank, N.A.	32	32	0.87%	1.67%	1.92%	Q4 2015	Q3 2023	32
Armbruster Capital Management, Inc.	32	32	0.10%	0.15%	0.20%	Q4 2015	Q3 2023	32
FRG Family Wealth Advisors LLC	32	32	1.46%	3.54%	6.24%	Q4 2015	Q3 2023	32
HERITAGE INVESTORS MANAGEMENT CORP	22	5	0.01%	0.06%	0.26%	Q2 2015	Q3 2023	32
Bristlecone Advisors, LLC	32	32	0.14%	0.60%	1.02%	Q4 2015	Q3 2023	32
NAPLES GLOBAL ADVISORS, LLC	31	31	0.46%	0.77%	1.05%	Q1 2016	Q3 2023	31
Tanglewood Wealth Management, Inc.	31	31	9.71%	20.29%	29.31%	Q1 2016	Q3 2023	31
Tarbox Family Office, Inc.	31	31	0.03%	0.55%	1.05%	Q1 2016	Q3 2023	31
GRIMES & COMPANY, INC.	31	31	0.03%	0.03%	0.05%	Q1 2016	Q3 2023	31
CWA Asset Management Group, LLC	30	1	0.12%	0.68%	1.61%	Q4 2015	Q3 2023	31
WealthPLAN Partners, LLC	21	1	0.01%	1.68%	3.81%	Q1 2015	Q4 2023	31
SMITH CHAS P & ASSOCIATES PA CPAS	29	2	0.04%	0.05%	0.08%	Q1 2015	Q3 2023	31
Kovitz Investment Group Partners, LLC	31	31	0.07%	0.20%	0.74%	Q1 2016	Q3 2023	31
Simmons Bank	31	31	0.04%	0.13%	0.18%	Q1 2016	Q3 2023	31
WEALTHSOURCE PARTNERS, LLC	31	31	0.07%	0.43%	1.35%	Q1 2016	Q3 2023	31
CHARTIST INC /CA/	11	3	0.19%	2.19%	16.23%	Q2 2013	Q3 2023	31
Arcus Capital Partners, LLC	19	12	0.16%	0.53%	1.07%	Q4 2015	Q3 2023	31
Pinkerton Retirement Specialists, LLC	11	10	0.04%	4.34%	13.61%	Q4 2014	Q3 2023	31
PATHSTONE FAMILY OFFICE, LLC	23	7	0.01%	5.44%	14.58%	Q1 2016	Q3 2023	31
Glenview Trust Co	28	1	0.03%	0.15%	0.32%	Q4 2013	Q3 2023	31
Lido Advisors, LLC	31	31	0.14%	0.31%	0.56%	Q1 2016	Q3 2023	31
V Wealth Advisors LLC	31	31	0.20%	1.72%	2.99%	Q1 2016	Q3 2023	31
Cabot-Wellington, LLC	31	31	1.74%	44.67%	66.12%	Q1 2016	Q3 2023	31
NEXT Financial Group, Inc	31	31	0.06%	0.72%	1.52%	Q2 2014	Q4 2021	31
PRIO WEALTH LIMITED PARTNERSHIP	31	31	0.01%	0.02%	0.03%	Q1 2016	Q3 2023	31
D'Orazio & Associates, Inc.	27	4	0.14%	3.65%	12.21%	Q4 2015	Q3 2023	31
Fiduciary Group LLC	25	1	0.04%	0.16%	0.37%	Q2 2015	Q3 2023	31
Jaffetilchin Investment Partners, LLC	31	31	3.71%	6.86%	10.46%	Q1 2016	Q3 2023	31
Sequoia Financial Advisors, LLC	29	1	0.09%	10.49%	15.73%	Q1 2015	Q3 2023	31
Choate Investment Advisors	20	1	0.02%	0.11%	0.28%	Q3 2015	Q3 2023	31
ASHFORD CAPITAL MANAGEMENT INC	19	12	0.38%	1.37%	2.81%	Q2 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.39%	0.73%	1.76%	Q1 2016	Q3 2023	31
MASSMUTUAL TRUST CO FSB/ADV	29	1	0.01%	0.40%	0.81%	Q4 2015	Q4 2023	31
Peak Financial Management, Inc.	30	1	8.12%	9.64%	12.97%	Q4 2015	Q3 2023	31
DF DENT & CO INC	31	31	0.01%	0.01%	0.01%	Q1 2016	Q3 2023	31
PLANNING ALTERNATIVES LTD /ADV	30	30	0.05%	0.21%	0.40%	Q2 2013	Q3 2020	30
FIRST FINANCIAL CORP /IN/	25	5	0.01%	0.06%	0.10%	Q2 2013	Q3 2023	30
Perigon Wealth Management, LLC	29	1	0.01%	0.62%	1.37%	Q3 2011	Q3 2023	30
NICOLET BANKSHARES INC	30	30	0.14%	0.48%	0.75%	Q2 2016	Q3 2023	30
Wealthcare Advisory Partners LLC	30	30	3.20%	4.99%	8.93%	Q2 2016	Q3 2023	30
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	26	4	0.20%	0.44%	1.09%	Q4 2015	Q3 2023	30
PARTHENON LLC	29	1	0.06%	0.12%	0.17%	Q1 2016	Q3 2023	30
PHILADELPHIA TRUST CO	25	5	0.07%	0.46%	0.76%	Q1 2016	Q3 2023	30
ROWLANDMILLER & PARTNERS.ADV	30	30	0.22%	0.25%	0.30%	Q3 2016	Q4 2023	30
Spectrum Asset Management, Inc. (NB/CA)	30	30	0.18%	0.93%	2.31%	Q2 2016	Q3 2023	30
CONNING INC.	30	30	0.27%	0.35%	0.47%	Q2 2016	Q3 2023	30
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	30	30	0.02%	0.09%	0.39%	Q2 2016	Q3 2023	30
First Allied Advisory Services, Inc.	30	30	0.16%	2.36%	4.43%	Q2 2013	Q3 2020	30
Reynders McVeigh Capital Management, LLC	30	30	0.03%	0.06%	0.10%	Q2 2016	Q3 2023	30
INTERACTIVE FINANCIAL ADVISORS, INC.	11	1	0.00%	0.94%	3.91%	Q1 2014	Q4 2022	30
Harfst & Associates, Inc.	27	3	0.01%	1.21%	2.13%	Q2 2015	Q3 2023	30
IFP Advisors, Inc	17	6	0.12%	1.05%	2.70%	Q4 2015	Q3 2023	30
BerganKDV Wealth Management, LLC	30	30	0.10%	0.17%	0.26%	Q1 2016	Q2 2023	30
Filament LLC	30	30	24.22%	27.75%	31.49%	Q2 2013	Q3 2020	30
EXENCIAL WEALTH ADVISORS, LLC	16	1	0.02%	0.22%	0.38%	Q1 2013	Q3 2023	30
Cornerstone Advisors, Inc.	30	30	0.03%	0.39%	1.67%	Q2 2013	Q3 2020	30
BEACON FINANCIAL GROUP	29	1	0.04%	0.38%	0.88%	Q4 2013	Q3 2023	30
CIBC WORLD MARKET INC.	28	1	0.00%	0.02%	0.03%	Q2 2014	Q3 2023	30
Pure Financial Advisors, LLC	22	8	0.76%	2.58%	4.40%	Q4 2015	Q4 2023	30
TWO SIGMA INVESTMENTS, LP	7	1	0.00%	0.03%	0.16%	Q3 2013	Q3 2023	30
Diversified Trust Co	30	30	0.15%	0.86%	2.66%	Q3 2016	Q4 2023	30
Jacobi Capital Management LLC	30	30	0.50%	4.36%	8.02%	Q2 2016	Q3 2023	30
Cornerstone Wealth Management, LLC	25	1	1.36%	3.60%	7.72%	Q1 2016	Q3 2023	29
Paragon Capital Management Ltd	13	1	0.04%	0.26%	0.99%	Q2 2013	Q2 2023	29
Burt Wealth Advisors	29	29	0.01%	0.09%	0.24%	Q3 2016	Q3 2023	29
MITCHELL SINKLER & STARR/PA	27	1	0.15%	2.49%	4.60%	Q2 2013	Q2 2023	29
Allen Investment Management, LLC	29	29	0.14%	0.87%	2.09%	Q3 2016	Q3 2023	29
West Coast Financial LLC	29	29	0.23%	0.63%	1.67%	Q3 2016	Q3 2023	29
InterOcean Capital, LLC	29	29	0.70%	1.98%	4.98%	Q2 2013	Q2 2020	29
First Personal Financial Services	29	29	0.01%	0.06%	0.18%	Q3 2016	Q3 2023	29
Hirtle Callaghan & Co LLC	29	29	0.00%	0.62%	3.69%	Q3 2016	Q3 2023	29
BRYN MAWR TRUST Co	28	1	0.01%	1.34%	3.68%	Q3 2015	Q3 2023	29
Stearns Financial Services Group	20	9	0.02%	0.12%	0.32%	Q2 2013	Q3 2020	29
MEEDER ASSET MANAGEMENT INC	29	29	0.02%	0.06%	0.75%	Q3 2016	Q3 2023	29
Plancorp, LLC	28	1	0.40%	1.77%	4.82%	Q2 2014	Q3 2023	29
Symmetry Partners, LLC	29	29	2.89%	5.63%	11.14%	Q4 2016	Q4 2023	29
Venturi Wealth Management, LLC	27	2	0.03%	0.42%	0.77%	Q4 2015	Q3 2023	29
Goldstein Munger & Associates	23	6	0.21%	0.66%	1.08%	Q4 2010	Q3 2022	29
Stockman Wealth Management, Inc.	29	29	0.67%	1.20%	2.16%	Q3 2016	Q3 2023	29
CITIZENS FINANCIAL GROUP INC/RI	27	2	0.00%	0.04%	0.13%	Q4 2015	Q3 2023	29
DEUTSCHE BANK AG\	23	6	0.00%	0.02%	0.14%	Q3 2013	Q3 2023	29
SVA Wealth Management, LLC	29	29	0.08%	0.13%	0.21%	Q4 2013	Q4 2020	29
Winslow, Evans & Crocker, Inc.	29	29	0.03%	0.10%	0.21%	Q4 2013	Q4 2020	29
Asset Dedication, LLC	24	5	0.21%	0.62%	1.13%	Q2 2016	Q3 2023	29
Grove Bank & Trust	23	6	0.04%	0.28%	0.75%	Q4 2015	Q3 2023	29
Connecticut Wealth Management, LLC	29	29	0.73%	1.40%	2.55%	Q3 2016	Q3 2023	29
VESTOR CAPITAL, LLC	16	13	0.02%	0.03%	0.07%	Q2 2015	Q3 2023	29
MERIDIAN INVESTMENT COUNSEL INC.	29	29	0.14%	0.15%	0.16%	Q3 2016	Q3 2023	29
Page Arthur B	29	29	0.19%	0.38%	0.54%	Q1 2015	Q1 2022	29
Strategic Wealth Partners Group, LLC	20	9	1.82%	7.78%	10.21%	Q2 2016	Q3 2023	29
COLDSTREAM CAPITAL MANAGEMENT INC	23	2	0.05%	0.12%	0.29%	Q1 2016	Q3 2023	29
Transform Wealth, LLC	25	4	0.05%	0.19%	0.76%	Q2 2016	Q3 2023	29
Laurel Wealth Advisors, Inc.	29	29	0.51%	1.14%	1.63%	Q4 2015	Q4 2022	29
Nicholas Hoffman & Company, LLC.	25	4	0.23%	1.21%	4.68%	Q2 2016	Q3 2023	29
Mechanics Bank Trust Department	29	29	0.09%	0.12%	0.16%	Q3 2016	Q3 2023	29
America First Investment Advisors, LLC	29	29	0.01%	0.02%	0.02%	Q2 2013	Q2 2020	29
THOMPSON SIEGEL & WALMSLEY LLC	28	1	0.00%	0.01%	0.02%	Q3 2015	Q3 2023	29
KEMPER Corp	29	29	2.99%	17.14%	49.55%	Q4 2014	Q4 2021	29
Ridgewood Investments LLC	28	28	0.59%	1.10%	1.67%	Q4 2016	Q3 2023	28
Baystate Wealth Management LLC	28	28	0.00%	0.03%	0.07%	Q4 2016	Q3 2023	28
Meridian Wealth Management, LLC	28	28	0.06%	0.18%	0.50%	Q4 2016	Q3 2023	28
Milliman Financial Risk Management LLC	28	28	9.47%	18.01%	25.51%	Q4 2015	Q3 2022	28
Lee Financial Co	28	28	0.01%	0.09%	0.16%	Q4 2016	Q3 2023	28
BlueSky Wealth Advisors, LLC	28	28	0.14%	0.33%	0.66%	Q4 2016	Q3 2023	28
GenTrust, LLC	28	28	0.21%	0.43%	1.11%	Q4 2016	Q3 2023	28
SigFig Wealth Management, LLC	28	28	0.45%	3.63%	14.82%	Q4 2016	Q3 2023	28
WEST PACES ADVISORS INC.	28	28	1.14%	1.56%	1.93%	Q4 2016	Q3 2023	28
Alpha Omega Wealth Management LLC	28	28	0.39%	0.85%	1.57%	Q4 2016	Q3 2023	28
CREATIVE FINANCIAL DESIGNS INC /ADV	28	28	0.01%	0.10%	0.33%	Q4 2016	Q3 2023	28
LEVEL FOUR ADVISORY SERVICES, LLC	28	28	0.30%	0.54%	1.08%	Q4 2016	Q3 2023	28
REILLY FINANCIAL ADVISORS, LLC	28	28	0.06%	0.08%	0.11%	Q1 2015	Q4 2021	28
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	28	28	0.00%	0.42%	0.96%	Q4 2016	Q3 2023	28
Shepherd Financial Partners LLC	28	28	0.08%	0.12%	0.21%	Q4 2016	Q3 2023	28
Circle Wealth Management, LLC	28	28	1.55%	12.54%	21.21%	Q4 2016	Q3 2023	28
CADENCE BANK NA	20	8	0.45%	0.60%	0.70%	Q2 2013	Q2 2022	28
Good Life Advisors, LLC	28	28	0.07%	0.26%	0.56%	Q4 2016	Q3 2023	28
Omnia Family Wealth, LLC	28	28	14.96%	23.07%	31.57%	Q4 2016	Q3 2023	28
McAdam, LLC	28	28	0.32%	1.09%	2.50%	Q4 2016	Q3 2023	28
CONCENTRIC WEALTH MANAGEMENT, LLC	28	28	0.50%	1.19%	2.03%	Q4 2016	Q3 2023	28
NORTHWEST WEALTH MANAGEMENT, LLC	28	28	4.65%	6.36%	9.38%	Q4 2016	Q3 2023	28
Patriot Financial Group Insurance Agency, LLC	28	28	0.97%	1.39%	2.22%	Q4 2016	Q3 2023	28
OXFORD FINANCIAL GROUP, LTD. LLC	28	28	0.79%	10.07%	18.73%	Q4 2016	Q3 2023	28
Blankinship & Foster, LLC	28	28	6.23%	8.54%	11.35%	Q4 2016	Q3 2023	28
ALPHA WINDWARD LLC	28	28	0.00%	0.01%	0.02%	Q2 2013	Q1 2020	28
Arete Wealth Advisors, LLC	27	1	0.22%	1.65%	3.54%	Q3 2016	Q3 2023	28
Pachira Investments Inc.	28	28	0.69%	4.52%	22.38%	Q4 2016	Q3 2023	28
Norway Savings Bank	28	28	2.48%	3.33%	3.83%	Q4 2016	Q3 2023	28
Carlton Hofferkamp & Jenks Wealth Management, LLC	28	28	0.25%	1.77%	3.16%	Q4 2016	Q3 2023	28
Avantax Planning Partners, Inc.	28	28	0.08%	0.12%	0.25%	Q4 2016	Q3 2023	28
Sargent Bickham Lagudis LLC	28	28	1.19%	1.57%	2.40%	Q1 2016	Q4 2022	28
Bridgeworth, LLC	28	28	0.28%	4.27%	15.22%	Q4 2016	Q3 2023	28
FLAGSHIP HARBOR ADVISORS, LLC	28	28	3.06%	3.52%	3.93%	Q4 2016	Q3 2023	28
Compass Financial Group, Inc.	28	28	0.46%	2.07%	3.47%	Q4 2016	Q3 2023	28
REDW Wealth LLC	28	28	1.01%	6.69%	14.51%	Q4 2016	Q3 2023	28
BOYS ARNOLD & CO INC	28	28	0.08%	0.53%	1.34%	Q2 2013	Q1 2020	28
Cambria Investment Management, L.P.	24	2	0.04%	0.69%	1.49%	Q4 2014	Q3 2023	28
Capital Investment Advisory Services, LLC	28	28	0.65%	2.45%	6.24%	Q4 2016	Q3 2023	28
FORT PITT CAPITAL GROUP, LLC	28	28	0.19%	0.30%	0.55%	Q4 2016	Q3 2023	28
Spectrum Management Group, LLC	19	9	0.02%	0.06%	0.14%	Q4 2013	Q3 2022	28
Royal Fund Management, LLC	28	28	0.39%	2.20%	3.84%	Q4 2016	Q3 2023	28
Tower Research Capital LLC (TRC)	8	1	0.00%	0.26%	1.98%	Q4 2013	Q3 2023	28
Gilbert & Cook, Inc.	28	28	1.42%	3.98%	9.78%	Q4 2016	Q3 2023	28
Capital Asset Advisory Services LLC	28	28	0.17%	0.78%	1.97%	Q4 2016	Q3 2023	28
Polaris Wealth Advisory Group, LLC	27	1	0.02%	0.10%	1.44%	Q3 2016	Q3 2023	28
PATTEN & PATTEN INC/TN	28	28	0.02%	0.03%	0.05%	Q4 2016	Q3 2023	28
Clearstead Advisors, LLC	28	28	0.09%	0.40%	0.83%	Q4 2016	Q3 2023	28
Greytown Advisors Inc.	28	28	0.37%	0.74%	1.46%	Q4 2016	Q3 2023	28
EagleClaw Capital Managment, LLC	28	28	0.12%	0.15%	0.21%	Q4 2016	Q3 2023	28
Destination Wealth Management	15	1	0.01%	0.07%	0.78%	Q2 2014	Q3 2023	28
BRINKER CAPITAL INC	20	8	1.60%	6.05%	9.33%	Q2 2013	Q2 2020	28
Northwest Quadrant Wealth Management, LLC	28	28	0.26%	0.36%	0.49%	Q4 2016	Q3 2023	28
AE Wealth Management LLC	28	28	0.24%	0.45%	0.75%	Q4 2016	Q3 2023	28
Covenant Asset Management, LLC	28	28	0.18%	0.40%	0.62%	Q4 2016	Q3 2023	28
Madrona Financial Services, LLC	28	28	0.30%	3.36%	12.57%	Q4 2016	Q3 2023	28
Abbrea Capital, LLC	28	28	0.14%	0.24%	0.31%	Q4 2016	Q3 2023	28
PARSONS CAPITAL MANAGEMENT INC/RI	14	1	0.02%	0.06%	0.08%	Q1 2015	Q3 2023	28
WINTRUST INVESTMENTS LLC	18	2	0.17%	0.31%	1.63%	Q2 2016	Q3 2023	28
IHT Wealth Management, LLC	28	28	0.06%	0.70%	1.26%	Q4 2016	Q3 2023	28
GREENWOOD CAPITAL ASSOCIATES LLC	28	28	0.08%	0.12%	0.28%	Q4 2016	Q3 2023	28
Palisades Hudson Asset Management, L.P.	28	28	4.96%	6.69%	17.19%	Q4 2016	Q3 2023	28
RWA WEALTH PARTNERS, LLC	28	28	0.07%	0.15%	0.53%	Q4 2016	Q3 2023	28
Perennial Advisors, LLC	28	28	0.44%	0.69%	1.37%	Q4 2016	Q3 2023	28
Continuum Advisory, LLC	27	27	0.26%	1.20%	1.91%	Q1 2017	Q3 2023	27
FISHMAN JAY A LTD/MI	27	27	0.06%	0.07%	0.07%	Q1 2017	Q3 2023	27
BANK OF THE WEST	27	27	0.03%	0.06%	0.18%	Q2 2016	Q4 2022	27
Clear Harbor Asset Management, LLC	27	27	0.13%	1.07%	1.93%	Q1 2017	Q3 2023	27
FAIRFIELD, BUSH & CO.	25	2	0.15%	0.48%	2.83%	Q2 2013	Q3 2023	27
Global Retirement Partners, LLC	20	7	1.33%	1.92%	3.21%	Q4 2016	Q3 2023	27
Almanack Investment Partners, LLC.	23	4	1.05%	2.30%	4.00%	Q4 2016	Q3 2023	27
Kohmann Bosshard Financial Services, LLC	25	2	0.61%	1.01%	1.47%	Q4 2016	Q3 2023	27
WASHINGTON CAPITAL MANAGEMENT, INC	27	27	3.39%	12.41%	18.57%	Q1 2017	Q3 2023	27
Cribstone Capital Management, LLC	27	27	0.02%	0.20%	0.63%	Q2 2016	Q4 2022	27
Glassman Wealth Services	27	27	0.01%	0.22%	0.54%	Q1 2017	Q3 2023	27
Allianz Asset Management GmbH	27	27	0.00%	0.02%	0.17%	Q1 2017	Q3 2023	27
BFSG, LLC	27	27	1.67%	2.90%	4.84%	Q1 2017	Q3 2023	27
Simplicity Solutions, LLC	24	3	0.06%	0.33%	0.65%	Q4 2016	Q3 2023	27
Overbrook Management Corp	27	27	0.11%	0.66%	1.82%	Q1 2017	Q3 2023	27
BCM ADVISORS, LLC	26	1	0.63%	9.74%	35.64%	Q4 2016	Q3 2023	27
STEWART & PATTEN CO LLC	27	27	0.05%	0.05%	0.06%	Q1 2017	Q3 2023	27
Pacific Center for Financial Services	24	3	7.28%	8.81%	12.31%	Q4 2016	Q3 2023	27
Thomasville National Bank	27	27	0.07%	0.13%	0.16%	Q1 2017	Q3 2023	27
L & S Advisors Inc	27	27	0.24%	0.55%	0.93%	Q1 2017	Q3 2023	27
Asset Planning Services, Ltd.	27	27	0.37%	0.75%	1.15%	Q2 2015	Q4 2021	27
Quantitative Advantage, LLC	27	27	0.08%	4.09%	6.75%	Q3 2016	Q1 2023	27
Keeley-Teton Advisors, LLC	27	27	0.08%	0.54%	1.58%	Q1 2017	Q3 2023	27
First Command Financial Services, Inc.	27	27	0.01%	0.10%	0.23%	Q4 2016	Q2 2023	27
First Command Bank	27	27	0.03%	0.12%	0.23%	Q4 2016	Q2 2023	27
FormulaFolio Investments, LLC	27	27	0.01%	2.31%	10.74%	Q4 2014	Q2 2021	27
Steward Partners Investment Advisory, LLC	27	27	0.03%	0.25%	0.52%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.94%	1.10%	1.33%	Q2 2013	Q4 2019	27
BALASA DINVERNO & FOLTZ LLC	20	1	0.05%	0.17%	0.28%	Q4 2013	Q3 2022	27
EDMOND DE ROTHSCHILD HOLDING S.A.	27	27	0.00%	0.04%	0.16%	Q2 2016	Q4 2022	27
Meristem Family Wealth, LLC	26	1	0.08%	0.33%	0.73%	Q2 2015	Q1 2022	27
CIBC BANK USA	27	27	0.20%	0.29%	0.43%	Q2 2013	Q4 2019	27
Atlas Brown,Inc.	27	27	0.37%	2.25%	3.19%	Q1 2017	Q3 2023	27
Frontier Wealth Management LLC	27	27	0.01%	0.05%	0.10%	Q4 2015	Q2 2022	27
Argent Trust Co	26	1	0.03%	0.09%	0.24%	Q4 2015	Q3 2023	27
SIMON QUICK ADVISORS, LLC	25	2	0.00%	0.75%	2.85%	Q4 2016	Q3 2023	27
TWO SIGMA SECURITIES, LLC	7	1	0.00%	0.11%	0.70%	Q2 2015	Q1 2023	27
Parallel Advisors, LLC	25	2	0.82%	1.35%	2.13%	Q4 2016	Q3 2023	27
HMS Capital Management, LLC	23	23	0.21%	0.61%	1.45%	Q1 2018	Q3 2023	27
MERITAGE PORTFOLIO MANAGEMENT	27	27	0.02%	0.12%	0.22%	Q1 2017	Q3 2023	27
Legacy Advisors, LLC	19	8	0.02%	0.35%	1.17%	Q4 2016	Q3 2023	27
VPR Management LLC	26	26	0.08%	10.04%	12.48%	Q2 2017	Q3 2023	26
SUNTRUST BANKS INC	26	26	0.01%	0.22%	0.61%	Q2 2013	Q3 2019	26
Merriman Wealth Management, LLC	23	1	0.05%	0.48%	1.96%	Q3 2015	Q3 2023	26
OneDigital Investment Advisors LLC	26	26	0.01%	0.57%	0.96%	Q2 2017	Q3 2023	26
DAVENPORT & Co LLC	26	26	0.00%	0.01%	0.02%	Q2 2017	Q3 2023	26
Barber Financial Group, Inc.	26	26	0.27%	2.32%	10.02%	Q4 2016	Q1 2023	26
AMERICAN ECONOMIC PLANNING GROUP INC /ADV	26	26	29.66%	43.81%	50.97%	Q2 2013	Q3 2019	26
NIXON PEABODY TRUST CO	26	26	0.30%	0.48%	0.71%	Q2 2017	Q3 2023	26
Noven Financial Group, Inc.	26	26	0.87%	1.24%	1.54%	Q4 2013	Q1 2020	26
AMUSSEN HUNSAKER ASSOCIATES LLC	26	26	0.63%	1.07%	2.01%	Q2 2017	Q3 2023	26
ALPS ADVISORS INC	26	26	0.15%	0.63%	1.07%	Q2 2017	Q3 2023	26
ROCKLAND TRUST CO	19	7	0.02%	0.05%	0.12%	Q4 2014	Q3 2021	26
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX	22	4	0.06%	0.08%	0.11%	Q2 2013	Q4 2019	26
Balentine LLC	20	2	0.02%	0.93%	2.07%	Q2 2016	Q3 2023	26
Lenox Wealth Advisors, LLC	26	26	0.01%	0.08%	0.77%	Q4 2015	Q1 2022	26
CABOT WEALTH MANAGEMENT INC	25	1	0.06%	0.11%	0.15%	Q2 2013	Q4 2020	26
KELLEHER FINANCIAL ADVISORS	14	3	0.12%	0.31%	0.50%	Q3 2016	Q3 2023	26
Vivaldi Capital Management LP	24	2	0.00%	2.12%	6.76%	Q1 2017	Q3 2023	26
Fragasso Group Inc.	26	26	0.06%	0.15%	0.31%	Q3 2017	Q4 2023	26
Proficio Capital Partners LLC	14	12	0.04%	1.59%	4.62%	Q1 2016	Q3 2023	26
Kingsview Wealth Management, LLC	20	6	0.04%	0.16%	0.30%	Q1 2017	Q3 2023	26
Johnson Financial Group, LLC	20	6	4.99%	12.98%	34.71%	Q4 2016	Q3 2023	26
LVW Advisors, LLC	23	1	0.07%	0.34%	4.53%	Q2 2015	Q3 2023	26
TIEDEMANN ADVISORS, LLC	26	26	0.02%	3.75%	6.41%	Q2 2017	Q3 2023	26
UMB Bank, n.a.	26	26	0.02%	0.36%	1.39%	Q2 2017	Q3 2023	26
Foothills Asset Management, Ltd.	26	26	1.04%	1.77%	3.11%	Q4 2013	Q1 2020	26
RITHOLTZ WEALTH MANAGEMENT	22	1	0.05%	8.33%	15.66%	Q4 2016	Q3 2023	26
Capital Analysts, LLC	23	1	0.00%	0.06%	0.21%	Q4 2014	Q3 2023	26
KOPP INVESTMENT ADVISORS LLC	26	26	0.10%	0.35%	1.06%	Q2 2013	Q3 2019	26
Aveo Capital Partners, LLC	14	1	0.28%	0.88%	5.14%	Q4 2016	Q3 2023	26
Lowe Wealth Advisors, LLC	26	26	0.02%	0.10%	0.17%	Q3 2017	Q4 2023	26
PACIFIC FINANCIAL GROUP INC	20	1	0.04%	0.67%	2.20%	Q4 2014	Q3 2023	26
Calamos Wealth Management LLC	14	12	0.03%	0.07%	0.12%	Q1 2017	Q3 2023	26
CAHILL FINANCIAL ADVISORS INC	26	26	0.16%	0.24%	0.46%	Q2 2017	Q3 2023	26
FRANKLIN RESOURCES INC	26	26	0.00%	0.00%	0.00%	Q2 2017	Q3 2023	26
Crescent Grove Advisors, LLC	26	26	0.66%	2.28%	3.60%	Q2 2017	Q3 2023	26
NewEdge Advisors, LLC	24	1	0.03%	0.40%	0.76%	Q3 2016	Q3 2023	26
Cerity Partners LLC	25	1	0.06%	0.19%	0.87%	Q1 2017	Q3 2023	26
Verity Asset Management, Inc.	19	2	0.16%	2.98%	16.45%	Q2 2016	Q3 2023	26
RMB Capital Management, LLC	23	3	0.01%	0.03%	0.05%	Q2 2013	Q3 2023	26
Sage Capital Advisors,llc	26	26	0.14%	0.28%	0.74%	Q2 2017	Q3 2023	26
AMERICAN ASSET MANAGEMENT INC.	18	1	0.24%	3.82%	31.60%	Q2 2013	Q4 2019	25
Advisory Alpha, LLC	10	1	0.00%	0.17%	0.63%	Q2 2016	Q3 2023	25
COURIER CAPITAL LLC	25	25	0.09%	0.15%	0.20%	Q3 2017	Q3 2023	25
LANDAAS & CO /WI /ADV	25	25	32.39%	38.19%	44.48%	Q3 2017	Q3 2023	25
APPLETON PARTNERS INC/MA	18	7	0.03%	0.04%	0.05%	Q2 2017	Q4 2023	25
Fisher Asset Management, LLC	14	1	0.00%	0.00%	0.00%	Q1 2014	Q3 2023	25
TD ASSET MANAGEMENT INC	24	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2023	25
LODESTAR INVESTMENT COUNSEL LLC/IL	25	25	0.11%	0.92%	1.29%	Q2 2013	Q2 2019	25
ST GERMAIN D J CO INC	20	2	0.00%	0.03%	0.04%	Q4 2014	Q4 2023	25
PARK AVENUE SECURITIES LLC	14	1	0.69%	1.99%	4.30%	Q4 2014	Q3 2023	25
DUFF & PHELPS INVESTMENT MANAGEMENT CO	25	25	0.05%	0.30%	0.42%	Q3 2017	Q3 2023	25
GW HENSSLER & ASSOCIATES LTD	7	1	0.02%	0.03%	0.10%	Q3 2013	Q3 2023	25
HARVEST CAPITAL MANAGEMENT INC	25	25	5.17%	8.87%	18.58%	Q2 2013	Q2 2019	25
WEDGEWOOD INVESTORS INC /PA/	14	1	0.11%	0.32%	0.43%	Q4 2013	Q3 2023	25
EVERGREEN CAPITAL MANAGEMENT LLC	25	25	0.14%	0.20%	0.29%	Q3 2017	Q3 2023	25
Valeo Financial Advisors, LLC	25	25	0.25%	1.23%	1.75%	Q3 2017	Q3 2023	25
Hugh Johnson Advisors LLC	25	25	2.04%	3.33%	10.82%	Q2 2013	Q2 2019	25
Belpointe Asset Management LLC	25	25	0.51%	1.71%	2.57%	Q3 2017	Q3 2023	25
Bogart Wealth, LLC	25	25	0.02%	0.09%	0.22%	Q3 2017	Q3 2023	25
BDO Wealth Advisors, LLC	25	25	0.09%	0.16%	0.23%	Q2 2017	Q2 2023	25
TIAA, FSB	25	25	0.09%	0.49%	0.70%	Q2 2017	Q2 2023	25
CFO4Life Group, LLC	25	25	0.68%	1.09%	2.32%	Q3 2017	Q3 2023	25
MYCIO WEALTH PARTNERS, LLC	14	11	0.01%	0.04%	0.35%	Q2 2013	Q4 2019	25
Summit X, LLC	25	25	0.02%	0.13%	0.18%	Q2 2017	Q2 2023	25
Barton Investment Management	25	25	0.15%	0.31%	0.51%	Q3 2017	Q3 2023	25
BURNEY CO/	20	1	0.02%	0.03%	0.04%	Q1 2016	Q3 2023	25
First National Bank of Mount Dora, Trust Investment Services	25	25	0.31%	0.61%	0.82%	Q4 2017	Q4 2023	25
Altavista Wealth Management, Inc.	25	25	0.47%	0.69%	0.81%	Q4 2015	Q4 2021	25
Mosaic Family Wealth, LLC	25	25	0.14%	0.42%	2.93%	Q4 2015	Q4 2021	25
Avidian Wealth Solutions, LLC	21	1	0.07%	3.24%	21.11%	Q2 2016	Q3 2023	25
TWO SIGMA ADVISERS, LP	9	1	0.00%	0.01%	0.04%	Q4 2013	Q3 2023	25
Brightworth	25	25	0.40%	1.94%	7.55%	Q3 2016	Q3 2022	25
Jackson, Grant Investment Advisers, Inc.	18	7	0.03%	0.71%	1.15%	Q2 2017	Q3 2023	25
Paracle Advisors, LLC	13	5	0.22%	0.35%	0.76%	Q3 2014	Q1 2021	25
Bray Capital Advisors	23	2	0.00%	0.03%	0.04%	Q2 2015	Q3 2023	25
Confluence Wealth Management LLC	25	25	0.77%	1.01%	1.15%	Q3 2014	Q3 2020	25
Van Hulzen Asset Management, LLC	25	25	0.03%	0.14%	0.44%	Q3 2017	Q3 2023	25
LYELL WEALTH MANAGEMENT, LP	19	5	0.04%	0.12%	0.27%	Q4 2016	Q3 2023	24
WoodTrust Financial Corp	24	24	0.38%	1.72%	7.39%	Q4 2017	Q3 2023	24
WealthShield Partners, LLC	24	24	0.10%	0.74%	3.18%	Q4 2017	Q3 2023	24
Front Row Advisors LLC	24	24	0.01%	0.02%	0.07%	Q4 2017	Q3 2023	24
Ironwood Investment Counsel, LLC	18	6	0.09%	0.18%	0.37%	Q3 2016	Q3 2023	24
PrairieView Partners, LLC	24	24	12.69%	14.54%	15.58%	Q4 2017	Q3 2023	24
Mizuho Bank, Ltd.	8	1	2.26%	12.35%	29.31%	Q1 2014	Q3 2023	24
Winthrop Advisory Group LLC	24	24	0.13%	4.60%	9.01%	Q4 2017	Q3 2023	24
Quadrant Private Wealth Management, LLC	19	4	0.10%	0.40%	1.06%	Q4 2017	Q3 2023	24
McCollum Christoferson Group LLC	24	24	0.06%	0.09%	0.15%	Q4 2017	Q3 2023	24
TOMPKINS FINANCIAL CORP	10	1	0.00%	0.06%	0.19%	Q3 2013	Q4 2023	24
White Lighthouse Investment Management Inc.	24	24	0.30%	0.49%	0.99%	Q4 2017	Q3 2023	24
Port Capital LLC	24	24	0.03%	0.05%	0.07%	Q4 2017	Q3 2023	24
Gryphon Financial Partners LLC	24	24	0.47%	6.38%	9.23%	Q4 2017	Q3 2023	24
Eldridge Investment Advisors, Inc.	24	24	0.58%	0.76%	1.00%	Q4 2017	Q3 2023	24
Pegasus Asset Management, Inc.	24	24	1.42%	1.96%	2.87%	Q4 2017	Q3 2023	24
COBIZ WEALTH, LLC	24	24	0.08%	0.11%	0.16%	Q3 2013	Q2 2019	24
SeaCrest Wealth Management, LLC	24	24	0.33%	0.51%	0.78%	Q4 2017	Q3 2023	24
Tower View Wealth Management LLC	24	24	0.05%	0.07%	0.08%	Q4 2017	Q3 2023	24
Clearstead Trust, LLC	11	3	0.00%	0.03%	0.13%	Q2 2017	Q3 2023	24
Granite Investment Advisors, LLC	18	6	0.04%	0.10%	0.23%	Q2 2013	Q3 2021	24
Corient Capital Partners, LLC	24	24	0.12%	0.19%	0.25%	Q3 2016	Q2 2022	24
Sanctuary Wealth Management, L.L.C.	21	1	14.02%	30.36%	58.34%	Q1 2010	Q3 2023	24
FARMERS TRUST CO	24	24	0.19%	0.21%	0.23%	Q4 2017	Q3 2023	24
Westside Investment Management, Inc.	15	1	0.00%	1.92%	5.49%	Q1 2017	Q3 2023	24
Peterson Wealth Advisors, LLC	24	24	0.28%	2.11%	4.50%	Q4 2017	Q3 2023	24
Integrated Wealth Concepts LLC	24	24	0.50%	1.79%	7.89%	Q4 2017	Q3 2023	24
Hartford Financial Management Inc.	22	1	0.01%	0.02%	0.10%	Q1 2017	Q3 2023	24
Cornell Pochily Investment Advisors, Inc.	24	24	0.38%	1.33%	9.72%	Q4 2017	Q3 2023	24
Rossmore Private Capital	24	24	0.18%	0.26%	0.67%	Q4 2017	Q3 2023	24
Charles Schwab Investment Advisory, Inc.	8	1	0.00%	0.19%	0.93%	Q2 2013	Q3 2023	24
Parisi Gray Wealth Management	24	24	3.12%	6.91%	9.45%	Q4 2017	Q3 2023	24
CNB Bank	24	24	0.33%	0.62%	0.90%	Q4 2017	Q3 2023	24
Valmark Advisers, Inc.	21	1	0.01%	0.77%	1.28%	Q4 2014	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	1.00%	1.36%	2.23%	Q4 2017	Q3 2023	24
BAR HARBOR TRUST SERVICES	10	1	0.00%	0.21%	0.59%	Q4 2014	Q2 2022	24
Greenline Partners, LLC	24	24	0.04%	1.15%	5.96%	Q4 2017	Q3 2023	24
D.B. Root & Company, LLC	24	24	3.25%	4.65%	7.17%	Q4 2017	Q3 2023	24
Leonard Rickey Investment Advisors P.L.L.C.	24	24	2.40%	3.61%	5.11%	Q4 2017	Q3 2023	24
Heritage Wealth Advisors	24	24	0.08%	0.18%	0.48%	Q4 2017	Q3 2023	24
HoyleCohen, LLC	24	24	0.11%	0.48%	0.93%	Q4 2017	Q3 2023	24
All Terrain Financial Advisors, LLC	24	24	0.26%	0.58%	1.49%	Q4 2017	Q3 2023	24
HARBOR ADVISORY CORP /MA/	24	24	0.31%	0.49%	0.66%	Q4 2017	Q3 2023	24
Larson Financial Group LLC	24	24	0.07%	0.25%	0.47%	Q4 2017	Q3 2023	24
Sound Income Strategies, LLC	24	24	0.01%	0.01%	0.03%	Q4 2017	Q3 2023	24
UNITED BANK	24	24	0.50%	0.72%	1.07%	Q4 2017	Q3 2023	24
PIN OAK INVESTMENT ADVISORS INC	24	24	0.05%	0.18%	0.58%	Q4 2017	Q3 2023	24
McIlrath & Eck, LLC	24	24	0.37%	0.64%	1.03%	Q4 2017	Q3 2023	24
SHAKESPEARE WEALTH MANAGEMENT, INC.	24	24	0.86%	1.16%	1.71%	Q4 2017	Q3 2023	24
C M BIDWELL & ASSOCIATES LTD	24	24	1.46%	2.99%	3.85%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	24	24	0.37%	0.75%	1.54%	Q4 2017	Q3 2023	24
180 WEALTH ADVISORS, LLC	24	24	0.26%	0.47%	0.69%	Q4 2017	Q3 2023	24
SignalPoint Asset Management, LLC	24	24	0.19%	1.47%	2.01%	Q4 2017	Q3 2023	24
INR ADVISORY SERVICES LLC	24	24	0.00%	0.04%	0.10%	Q2 2013	Q1 2019	24
Providence Capital Advisors, LLC	24	24	0.13%	0.25%	0.39%	Q4 2017	Q3 2023	24
Westover Capital Advisors, LLC	24	24	0.10%	0.17%	0.63%	Q4 2017	Q3 2023	24
CONDOR CAPITAL MANAGEMENT	24	24	0.03%	0.05%	0.08%	Q4 2017	Q3 2023	24
ARCADIA INVESTMENT MANAGEMENT CORP/MI	21	3	0.00%	0.01%	0.01%	Q2 2015	Q3 2023	24
Acorn Wealth Advisors, LLC	24	24	0.55%	1.13%	1.78%	Q4 2017	Q3 2023	24
Cadence Bank	24	24	0.02%	0.08%	0.22%	Q4 2017	Q3 2023	24
CHAI TRUST CO LLC	24	24	0.09%	5.72%	12.22%	Q4 2017	Q3 2023	24
SYM FINANCIAL Corp	24	24	5.64%	14.92%	23.11%	Q4 2017	Q3 2023	24
Independence Bank of Kentucky	24	24	0.12%	0.37%	0.47%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.35%	0.74%	1.70%	Q4 2017	Q3 2023	24
MARINER INDEPENDENT ADVISOR NETWORK, LLC	16	2	0.12%	0.86%	2.48%	Q2 2014	Q3 2022	24
EVERMAY WEALTH MANAGEMENT LLC	22	1	0.08%	0.81%	2.60%	Q2 2017	Q3 2023	24
Successful Portfolios LLC	24	24	1.36%	1.61%	1.96%	Q4 2017	Q3 2023	24
PDS Planning, Inc	24	24	0.49%	1.41%	2.52%	Q4 2017	Q3 2023	24
FINANCIAL CONSULATE, INC	22	2	0.09%	0.71%	1.78%	Q4 2014	Q3 2023	24
Financial Engines Advisors L.L.C.	23	1	0.00%	0.30%	0.96%	Q3 2017	Q3 2023	24
NewFocus Financial Group, LLC	24	24	0.18%	0.24%	0.40%	Q1 2015	Q4 2020	24
Carmichael Hill & Associates, Inc.	24	24	0.63%	0.89%	1.37%	Q4 2017	Q3 2023	24
Financial Advocates Investment Management	24	24	0.95%	1.86%	3.41%	Q4 2017	Q3 2023	24
Crewe Advisors LLC	24	24	0.11%	0.21%	0.72%	Q4 2017	Q3 2023	24
Bell Bank	24	24	0.10%	1.41%	6.85%	Q4 2017	Q3 2023	24
Nikulski Financial, Inc.	24	24	1.08%	1.44%	2.31%	Q4 2017	Q3 2023	24
LexAurum Advisors, LLC	24	24	2.91%	4.01%	5.31%	Q4 2017	Q3 2023	24
CENTAURUS FINANCIAL, INC.	24	24	0.02%	0.09%	0.34%	Q4 2017	Q3 2023	24
Global Trust Asset Management, LLC	24	24	0.59%	1.80%	2.94%	Q4 2017	Q3 2023	24
Montecito Bank & Trust	15	1	0.06%	0.17%	0.33%	Q2 2013	Q4 2023	24
Karp Capital Management Corp	18	6	0.00%	0.17%	0.28%	Q1 2016	Q3 2022	24
VISTA INVESTMENT MANAGEMENT	24	24	0.42%	0.56%	0.65%	Q4 2017	Q3 2023	24
Cliffwater LLC	24	24	8.64%	22.37%	32.96%	Q4 2017	Q3 2023	24
Maryland Capital Management	23	1	0.03%	0.08%	0.15%	Q3 2016	Q3 2022	24
BEESE FULMER INVESTMENT MANAGEMENT, INC.	19	5	0.04%	0.12%	0.22%	Q4 2013	Q3 2023	24
Trilogy Capital Inc.	24	24	2.38%	4.34%	8.58%	Q4 2017	Q3 2023	24
Darwin Wealth Management, LLC	13	1	0.08%	0.22%	0.51%	Q2 2017	Q3 2023	24
Highland Private Wealth Management	12	3	0.05%	0.14%	0.23%	Q1 2016	Q3 2022	24
Trellis Advisors, LLC	24	24	34.88%	42.57%	50.88%	Q4 2017	Q3 2023	24
Legacy Financial Strategies, LLC	24	24	3.65%	6.32%	10.23%	Q4 2017	Q3 2023	24
GREENLEAF TRUST	19	1	0.00%	0.04%	0.18%	Q2 2016	Q3 2023	23
ATLAS CAPITAL ADVISORS LLC	23	23	0.42%	0.98%	1.43%	Q1 2018	Q3 2023	23
Doyle Wealth Management	23	23	0.08%	0.16%	0.20%	Q1 2017	Q3 2022	23
Domani Wealth, LLC	19	1	0.09%	0.29%	0.51%	Q3 2016	Q1 2023	23
Sterling Investment Advisors, Ltd.	23	23	0.01%	0.01%	0.04%	Q4 2016	Q2 2022	23
Checchi Capital Advisers, LLC	14	2	0.00%	0.07%	0.64%	Q1 2016	Q3 2023	23
Benchmark Capital Advisors	23	23	0.18%	0.28%	0.42%	Q2 2013	Q4 2018	23
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	23	23	0.02%	0.94%	1.30%	Q1 2018	Q3 2023	23
Verdence Capital Advisors LLC	20	3	0.07%	0.10%	0.19%	Q4 2017	Q3 2023	23
RIVERBRIDGE PARTNERS LLC	17	6	0.00%	0.01%	0.03%	Q2 2014	Q3 2023	23
FIRST CITIZENS BANK & TRUST CO	23	23	0.02%	0.09%	0.15%	Q1 2018	Q3 2023	23
GOULD ASSET MANAGEMENT LLC /CA/	16	1	0.07%	0.12%	0.33%	Q1 2015	Q3 2023	23
MV CAPITAL MANAGEMENT, INC.	23	23	0.01%	0.04%	0.14%	Q1 2017	Q3 2022	23
Measured Wealth Private Client Group, LLC	22	1	0.44%	1.45%	4.54%	Q3 2017	Q3 2023	23
FIRST HAWAIIAN BANK	21	1	0.04%	0.29%	0.55%	Q2 2013	Q3 2023	23
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	23	23	0.06%	0.08%	0.12%	Q1 2018	Q3 2023	23
Lourd Capital, LLC	15	8	0.15%	0.25%	0.51%	Q3 2013	Q2 2019	23
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	23	23	0.00%	0.00%	0.01%	Q1 2018	Q3 2023	23
St. Louis Trust Co	23	23	0.08%	2.93%	12.80%	Q1 2018	Q3 2023	23
LAKE STREET ADVISORS GROUP, LLC	15	8	3.38%	4.68%	6.08%	Q4 2017	Q3 2023	23
Columbus Macro, LLC	19	4	0.07%	1.43%	4.04%	Q4 2017	Q3 2023	23
WealthTrust-Arizona, LLC	23	23	0.44%	1.98%	3.83%	Q2 2013	Q4 2018	23
Susquehanna Foundation	23	23	0.16%	0.34%	0.45%	Q1 2018	Q3 2023	23
White Pine Investment CO	23	23	0.11%	0.35%	0.59%	Q2 2013	Q4 2018	23
Monument Capital Management	23	23	0.00%	0.86%	2.21%	Q1 2018	Q3 2023	23
Ironwood Wealth Management, LLC.	22	1	0.03%	0.07%	0.16%	Q3 2017	Q3 2023	23
Sonora Investment Management, LLC	23	23	0.02%	0.04%	0.12%	Q1 2016	Q3 2021	23
Northwest Capital Management Inc	23	23	0.15%	0.28%	0.71%	Q1 2018	Q3 2023	23
Bedel Financial Consulting, Inc.	23	23	0.43%	0.53%	0.94%	Q4 2017	Q2 2023	23
Boston Trust Walden Corp	23	23	0.01%	0.01%	0.02%	Q1 2018	Q3 2023	23
Edgestream Partners, L.P.	5	1	0.02%	0.56%	2.85%	Q2 2014	Q3 2023	23
MGO ONE SEVEN LLC	21	2	0.09%	0.24%	0.60%	Q4 2017	Q3 2023	23
Alaska Wealth Advisors	16	7	0.09%	0.18%	0.34%	Q4 2017	Q3 2023	23
Empirical Finance, LLC	20	1	0.21%	1.69%	2.54%	Q4 2016	Q3 2023	23
COMERICA SECURITIES INC	23	23	0.04%	1.92%	6.94%	Q2 2013	Q4 2018	23
Arlington Partners LLC	23	23	0.13%	1.64%	3.70%	Q4 2017	Q2 2023	23
GREYSTONE INVESTMENT MANAGEMENT LLC	23	23	0.46%	0.64%	0.84%	Q2 2013	Q4 2018	23
Signature Financial Management, Inc.	23	23	0.39%	1.35%	2.38%	Q2 2013	Q4 2018	23
WP Advisors, LLC	13	2	0.08%	0.25%	0.41%	Q4 2016	Q3 2023	23
Edelman Financial Services, LLC	23	23	0.00%	0.81%	1.52%	Q2 2013	Q4 2018	23
BARINGS LLC	22	22	0.01%	0.08%	0.25%	Q2 2015	Q3 2020	22
Clarus Wealth Advisors	22	22	0.48%	2.40%	5.02%	Q1 2018	Q2 2023	22
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	11	11	0.50%	0.60%	0.80%	Q1 2018	Q3 2023	22
ARMSTRONG HENRY H ASSOCIATES INC	22	22	0.08%	0.09%	0.10%	Q2 2018	Q3 2023	22
Strategic Wealth Partners, Ltd.	22	22	0.04%	1.18%	6.62%	Q4 2017	Q1 2023	22
NVWM, LLC	14	3	0.00%	0.52%	2.21%	Q4 2017	Q3 2023	22
HANCOCK WHITNEY CORP	18	2	0.03%	0.06%	0.15%	Q1 2015	Q3 2023	22
PFG Advisors	17	5	0.96%	1.19%	1.54%	Q4 2017	Q3 2023	22
BB&T SECURITIES, LLC	22	22	0.01%	0.46%	0.99%	Q2 2014	Q3 2019	22
Fortis Advisors, LLC	11	1	0.03%	0.13%	0.59%	Q3 2017	Q3 2023	22
STOCK YARDS BANK & TRUST CO	22	22	0.04%	0.20%	0.60%	Q2 2018	Q3 2023	22
Ironsides Asset Advisors, LLC	18	1	0.14%	1.46%	4.02%	Q1 2016	Q3 2023	22
Ford Financial Group, LLC	22	22	3.65%	13.73%	24.31%	Q4 2017	Q1 2023	22
MARINO, STRAM & ASSOCIATES LLC	13	9	0.08%	0.26%	0.47%	Q4 2017	Q3 2023	22
SMITHBRIDGE ASSET MANAGEMENT INC/DE	21	1	0.14%	0.28%	0.50%	Q4 2017	Q3 2023	22
Certified Advisory Corp	11	11	0.16%	0.31%	0.41%	Q4 2017	Q3 2023	22
Mirae Asset Global Investments Co., Ltd.	10	5	0.00%	0.06%	0.21%	Q3 2013	Q4 2020	22
Crestwood Advisors Group, LLC	14	1	0.01%	0.10%	1.44%	Q3 2015	Q3 2023	22
HT Partners LLC	20	2	0.16%	1.47%	3.54%	Q3 2015	Q3 2023	22
Lutz Financial Services LLC	18	4	0.05%	0.16%	0.24%	Q4 2017	Q3 2023	22
West Branch Capital LLC	22	22	0.13%	0.19%	0.28%	Q2 2018	Q3 2023	22
JANICZEK WEALTH MANAGEMENT, LLC	22	22	0.00%	0.58%	1.64%	Q2 2018	Q3 2023	22
Investment Counsel Inc.	22	22	0.24%	0.27%	0.30%	Q4 2015	Q1 2021	22
Miller Investment Management, LP	22	22	0.19%	0.45%	2.48%	Q2 2018	Q3 2023	22
HL FINANCIAL SERVICES LLC	17	5	0.01%	0.04%	0.11%	Q3 2013	Q1 2019	22
RAND WEALTH, LLC	22	22	0.05%	0.07%	0.12%	Q2 2013	Q3 2018	22
REGENTATLANTIC CAPITAL LLC	17	1	0.02%	0.08%	0.43%	Q4 2014	Q3 2022	22
Vishria Bird Financial Group, LLC	22	22	0.15%	0.21%	0.37%	Q2 2018	Q3 2023	22
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	22	22	0.24%	1.58%	4.71%	Q2 2018	Q3 2023	22
Rinet Co LLC	22	22	0.43%	0.56%	0.83%	Q2 2016	Q3 2021	22
Southeast Asset Advisors Inc.	22	22	0.07%	0.11%	0.14%	Q2 2018	Q3 2023	22
Dakota Wealth Management	22	22	0.18%	0.40%	0.67%	Q2 2018	Q3 2023	22
StoneX Group Inc.	19	3	0.31%	0.81%	1.21%	Q2 2017	Q3 2023	22
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	22	22	0.02%	0.54%	1.71%	Q2 2018	Q3 2023	22
Keystone Financial Group	20	2	0.27%	1.41%	2.94%	Q1 2018	Q3 2023	22
BSW Wealth Partners	19	3	0.07%	0.18%	0.93%	Q1 2018	Q3 2023	22
Clean Yield Group	11	1	0.00%	0.13%	0.56%	Q1 2015	Q3 2023	22
BALDWIN BROTHERS LLC/MA	22	22	0.01%	0.01%	0.01%	Q3 2018	Q4 2023	22
Birch Hill Investment Advisors LLC	22	22	0.01%	0.05%	0.08%	Q4 2017	Q1 2023	22
Sunesis Advisors, LLC	20	1	31.26%	39.94%	47.16%	Q2 2018	Q3 2023	21
Elmwood Wealth Management, Inc.	11	2	0.25%	0.42%	0.62%	Q1 2018	Q3 2023	21
Icon Wealth Partners, LLC	9	3	0.04%	0.33%	1.43%	Q4 2017	Q3 2023	21
Mosaic Financial Partners, Inc.	21	21	0.20%	0.23%	0.27%	Q2 2013	Q2 2018	21
Vectors Research Management, LLC	21	21	0.32%	0.68%	1.37%	Q3 2018	Q3 2023	21
Mascoma Wealth Management LLC	11	1	0.00%	0.02%	0.06%	Q4 2016	Q3 2023	21
BBR PARTNERS, LLC	16	5	0.05%	0.98%	2.43%	Q2 2013	Q3 2023	21
Taylor Hoffman Wealth Management	21	21	0.19%	0.23%	0.29%	Q3 2018	Q3 2023	21
Cresset Asset Management, LLC	20	20	0.01%	0.60%	3.16%	Q4 2018	Q3 2023	21
Avondale Wealth Management	21	21	0.20%	0.36%	0.50%	Q3 2018	Q3 2023	21
RETIREMENT CAPITAL STRATEGIES	21	21	0.10%	4.07%	15.65%	Q3 2018	Q3 2023	21
USA FINANCIAL FORMULAS	9	3	0.00%	0.34%	0.91%	Q4 2017	Q3 2023	21
Rain Capital Management, LLC	17	4	4.21%	10.49%	15.02%	Q4 2015	Q3 2023	21
CreativeOne Wealth, LLC	18	1	0.04%	0.25%	0.46%	Q1 2018	Q3 2023	21
Parkside Investments, LLC	21	21	0.00%	0.35%	0.49%	Q3 2018	Q3 2023	21
Aviance Capital Partners, LLC	12	4	0.04%	0.07%	0.14%	Q4 2017	Q3 2023	21
Hochman Cole Investment Advisors, Inc.	21	21	0.12%	0.16%	0.21%	Q3 2016	Q3 2021	21
BAR HARBOR WEALTH MANAGEMENT	11	2	0.02%	0.03%	0.04%	Q3 2014	Q3 2023	21
NEW ENGLAND GUILD WEALTH ADVISORS, INC.	21	21	4.54%	6.12%	7.87%	Q4 2017	Q4 2022	21
Clear Perspective Advisors, LLC	21	21	0.06%	0.33%	0.58%	Q4 2016	Q4 2021	21
Miracle Mile Advisors, LLC	12	9	0.01%	0.75%	3.88%	Q1 2018	Q3 2023	21
Partnervest Advisory Services LLC	16	1	0.04%	0.33%	0.97%	Q3 2013	Q3 2020	21
Cascade Investment Advisors, Inc.	20	1	0.02%	0.69%	1.19%	Q4 2016	Q3 2023	21
Sawyer & Company, Inc	21	21	0.03%	0.18%	0.27%	Q3 2018	Q3 2023	21
VERITY Wealth Advisors	21	21	14.38%	20.34%	24.66%	Q4 2018	Q4 2023	21
Pinnacle Bancorp, Inc.	20	1	0.18%	0.40%	0.67%	Q1 2017	Q3 2023	21
Institute for Wealth Management, LLC.	11	4	0.04%	0.74%	2.01%	Q2 2017	Q3 2023	21
Pinnacle Advisory Group, Inc.	21	21	0.04%	0.05%	0.07%	Q1 2016	Q1 2021	21
Benchmark Financial Wealth Advisors, LLC	21	21	12.42%	18.63%	31.12%	Q3 2018	Q3 2023	21
Sharkey, Howes & Javer	21	21	0.12%	0.30%	1.46%	Q3 2018	Q3 2023	21
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV	16	1	0.06%	0.40%	1.85%	Q4 2017	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.63%	0.81%	1.22%	Q3 2018	Q3 2023	21
PARAMETRIC PORTFOLIO ASSOCIATES LLC	21	21	0.00%	0.08%	0.20%	Q1 2017	Q1 2022	21
Concorde Asset Management, LLC	11	5	0.26%	0.63%	1.09%	Q4 2015	Q3 2023	21
Keeler Thomas Management LLC	17	4	0.24%	2.60%	13.44%	Q2 2018	Q3 2023	21
Financial Advisory Group	21	21	0.06%	0.54%	2.59%	Q3 2018	Q3 2023	21
LifePlan Financial Group, Inc	17	4	0.01%	0.83%	2.80%	Q2 2013	Q3 2020	21
United Asset Strategies, Inc.	16	2	0.04%	0.12%	0.24%	Q3 2013	Q2 2020	21
OUTFITTER ADVISORS, LTD.	21	21	0.54%	1.65%	3.32%	Q2 2013	Q2 2018	21
Tradewinds Capital Management, LLC	20	1	0.00%	0.02%	0.05%	Q3 2017	Q3 2023	21
Parkside Advisors LLC	21	21	0.32%	0.82%	1.06%	Q4 2018	Q4 2023	21
CITY HOLDING CO	21	21	0.00%	0.20%	0.59%	Q3 2018	Q3 2023	21
SCHRODER INVESTMENT MANAGEMENT GROUP	13	1	0.01%	0.07%	0.14%	Q2 2013	Q3 2023	21
FIRST FOUNDATION ADVISORS	18	3	0.01%	0.05%	0.11%	Q2 2017	Q3 2023	21
SUN LIFE FINANCIAL INC	17	4	0.12%	1.42%	12.08%	Q4 2015	Q1 2021	21
Capital Advantage, Inc.	14	7	0.07%	0.11%	0.15%	Q4 2015	Q1 2021	21
Fiduciary Trust Co International of Pennsylvania	16	1	0.02%	0.07%	0.24%	Q3 2013	Q1 2020	21
GHP Investment Advisors, Inc.	21	21	0.02%	0.04%	0.05%	Q3 2018	Q3 2023	21
Arbor Investment Advisors, LLC	21	21	0.31%	0.53%	0.74%	Q3 2018	Q3 2023	21
Redhawk Wealth Advisors, Inc.	21	21	0.19%	1.04%	4.08%	Q3 2018	Q3 2023	21
Ullmann Wealth Partners Group, LLC	19	2	0.04%	0.13%	0.22%	Q2 2017	Q3 2023	21
B & T Capital Management DBA Alpha Capital Management	21	21	0.14%	0.18%	0.23%	Q3 2018	Q3 2023	21
Old North State Trust, LLC	21	21	0.47%	0.75%	1.05%	Q3 2018	Q3 2023	21
LYNCH & ASSOCIATES/IN	14	1	0.06%	0.09%	0.20%	Q2 2013	Q4 2023	21
Integrated Investment Consultants, LLC	12	1	0.03%	0.24%	0.46%	Q1 2016	Q3 2023	20
Wealthspire Advisors, L.P.	20	20	0.11%	0.50%	4.15%	Q4 2015	Q3 2020	20
Kalos Management, Inc.	11	1	0.03%	0.19%	0.78%	Q4 2015	Q2 2023	20
Wellesley Investment Partners, LLC	20	20	2.20%	2.42%	2.92%	Q4 2015	Q3 2020	20
Bridge Creek Capital Management LLC	11	2	0.18%	0.29%	0.92%	Q4 2016	Q3 2023	20
Pensionmark Financial Group, LLC	20	20	0.17%	0.24%	0.31%	Q4 2018	Q3 2023	20
YorkBridge Wealth Partners, LLC	11	9	0.05%	0.07%	0.12%	Q4 2016	Q4 2022	20
DONALDSON CAPITAL MANAGEMENT, LLC	10	1	0.02%	0.04%	0.08%	Q4 2015	Q3 2023	20
Wealthspire Advisors, LLC	20	20	2.48%	4.82%	8.07%	Q4 2018	Q3 2023	20
MANAGED ACCOUNT SERVICES INC	20	20	0.22%	0.61%	1.32%	Q4 2016	Q3 2021	20
Ellevest, Inc.	20	20	22.15%	24.35%	28.78%	Q4 2018	Q3 2023	20
New Capital Management LP	13	3	0.10%	0.44%	1.88%	Q4 2016	Q1 2022	20
DFPG INVESTMENTS, LLC	20	20	0.58%	2.06%	6.42%	Q4 2018	Q3 2023	20
ADVANTAGE INVESTMENT MANAGEMENT, LLC	20	20	0.34%	0.80%	1.43%	Q4 2014	Q3 2019	20
Summit Trail Advisors, LLC	15	2	0.01%	0.61%	1.80%	Q4 2017	Q3 2023	20
Windhaven Investment Management, Inc.	20	20	3.06%	5.50%	9.85%	Q2 2013	Q1 2018	20
Stratos Wealth Advisors, LLC	20	20	0.36%	1.20%	2.10%	Q4 2018	Q3 2023	20
Summit Asset Management, LLC	14	2	0.10%	0.21%	0.32%	Q2 2018	Q3 2023	20
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	20	20	0.21%	0.42%	0.67%	Q2 2017	Q1 2022	20
Providence First Trust Co	20	20	0.59%	2.07%	3.27%	Q4 2018	Q3 2023	20
Bragg Financial Advisors, Inc	20	20	0.04%	0.07%	0.10%	Q4 2018	Q3 2023	20
Capital Planning Advisors, LLC	14	1	0.07%	0.46%	1.25%	Q4 2014	Q3 2023	20
Godshalk Welsh Capital Management, Inc.	12	1	0.15%	0.22%	0.37%	Q4 2014	Q3 2023	20
Barrett Asset Management, LLC	20	20	0.00%	0.00%	0.01%	Q1 2017	Q4 2021	20
MATHER GROUP, LLC.	20	20	0.06%	0.18%	0.33%	Q4 2018	Q3 2023	20
TRUSTCORE FINANCIAL SERVICES, LLC	16	4	0.06%	0.21%	0.37%	Q4 2017	Q4 2022	20
AVANTAX ADVISORY SERVICES, INC.	20	20	0.34%	0.50%	0.84%	Q4 2018	Q3 2023	20
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	12	8	0.14%	0.41%	2.40%	Q4 2015	Q4 2020	20
FinTrust Capital Advisors, LLC	20	20	0.01%	0.07%	0.25%	Q4 2018	Q3 2023	20
FINANCIAL LIFE ADVISORS	11	9	0.10%	0.21%	0.38%	Q4 2017	Q1 2023	20
DENVER INVESTMENT ADVISORS LLC	20	20	0.01%	0.02%	0.02%	Q2 2013	Q1 2018	20
F3Logic, LLC	20	20	0.02%	0.93%	7.07%	Q1 2018	Q4 2022	20
Rockefeller Capital Management L.P.	20	20	0.00%	0.13%	0.33%	Q4 2018	Q3 2023	20
Principle Wealth Partners LLC	20	20	0.21%	0.57%	1.51%	Q4 2018	Q3 2023	20
Tidal Investments LLC	20	20	0.76%	5.03%	9.42%	Q4 2018	Q3 2023	20
Sullivan, Bruyette, Speros & Blaney, LLC	20	20	1.34%	1.69%	2.13%	Q2 2016	Q1 2021	20
Elm Partners Management LLC	20	20	1.27%	10.85%	19.94%	Q4 2018	Q3 2023	20
Beacon Pointe Advisors, LLC	20	20	0.73%	1.13%	2.14%	Q4 2018	Q3 2023	20
Hurlow Wealth Management Group, Inc.	20	20	1.90%	2.92%	3.79%	Q4 2018	Q3 2023	20
B. Riley Wealth Management, Inc.	8	2	0.00%	0.32%	0.70%	Q1 2014	Q2 2022	20
Elwood & Goetz Wealth Advisory Group, LLC	20	20	2.67%	5.97%	10.72%	Q4 2018	Q3 2023	20
Next Capital Management LLC	20	20	1.79%	2.24%	3.03%	Q4 2018	Q3 2023	20
MorganRosel Wealth Management, LLC	20	20	12.52%	14.95%	19.60%	Q4 2018	Q3 2023	20
Dougherty Wealth Advisers LLC	20	20	0.15%	1.94%	6.23%	Q4 2018	Q3 2023	20
RVW Wealth, LLC	20	20	0.45%	0.70%	1.40%	Q1 2019	Q4 2023	20
Laurel Wealth Advisors LLC	20	20	0.04%	0.05%	0.06%	Q4 2018	Q3 2023	20
Black Diamond Financial, LLC	20	20	0.42%	0.70%	0.88%	Q4 2018	Q3 2023	20
Alera Investment Advisors, LLC	20	20	0.07%	0.18%	0.33%	Q4 2018	Q3 2023	20
Graves Light Lenhart Wealth, Inc.	20	20	0.90%	1.08%	1.32%	Q4 2018	Q3 2023	20
Great Point Wealth Advisors, LLC	20	20	6.22%	10.60%	16.71%	Q4 2018	Q3 2023	20
Hardy Reed LLC	20	20	11.82%	22.75%	29.43%	Q4 2018	Q3 2023	20
Evergreen Advisors, LLC	20	20	0.29%	0.35%	0.53%	Q4 2018	Q3 2023	20
Vantage Investment Advisors, LLC	20	20	0.00%	0.04%	0.07%	Q4 2013	Q3 2018	20
WealthOne, LLC	20	20	1.05%	1.22%	1.68%	Q4 2018	Q3 2023	20
Wealthfront Advisers LLC	20	20	10.09%	12.08%	13.36%	Q4 2018	Q3 2023	20
SlateStone Wealth, LLC	20	20	0.09%	0.35%	1.32%	Q4 2018	Q3 2023	20
Claro Advisors LLC	20	20	0.31%	0.99%	1.53%	Q4 2018	Q3 2023	20
Apollon Wealth Management, LLC	20	20	0.10%	0.52%	2.05%	Q4 2018	Q3 2023	20
Summit Financial, LLC	20	20	24.88%	40.53%	53.33%	Q4 2018	Q3 2023	20
CRA Financial Services, LLC	20	20	0.24%	0.38%	0.75%	Q4 2018	Q3 2023	20
Bernardo Wealth Planning LLC	20	20	0.32%	0.41%	0.58%	Q4 2018	Q3 2023	20
MONECO Advisors, LLC	20	20	0.28%	0.37%	0.47%	Q4 2018	Q3 2023	20
TrinityPoint Wealth, LLC	20	20	0.07%	0.16%	0.24%	Q4 2018	Q3 2023	20
RHS Financial, LLC	20	20	0.38%	1.60%	3.36%	Q4 2018	Q3 2023	20
Private Portfolio Partners LLC	20	20	0.62%	0.77%	0.90%	Q4 2018	Q3 2023	20
Gladstone Institutional Advisory LLC	20	20	0.14%	1.06%	4.36%	Q4 2018	Q3 2023	20
Lindbrook Capital, LLC	20	20	9.28%	16.65%	24.42%	Q4 2018	Q3 2023	20
Edge Capital Group, LLC	20	20	0.01%	0.13%	0.29%	Q4 2018	Q3 2023	20
Cedar Brook Financial Partners, LLC	20	20	0.88%	1.09%	1.32%	Q4 2018	Q3 2023	20
Robertson Stephens Wealth Management, LLC	20	20	0.25%	0.74%	1.23%	Q4 2018	Q3 2023	20
WealthBridge Capital Management, LLC	20	20	0.22%	1.29%	1.94%	Q4 2018	Q3 2023	20
Aspire Private Capital, LLC	20	20	0.11%	0.26%	0.38%	Q4 2018	Q3 2023	20
American Financial Advisors, LLC	20	20	0.29%	0.44%	0.89%	Q4 2018	Q3 2023	20
Bay Harbor Wealth Management, LLC	20	20	0.02%	0.04%	0.10%	Q4 2018	Q3 2023	20
CCG WEALTH MANAGEMENT, LLC	20	20	0.76%	1.64%	3.59%	Q4 2018	Q3 2023	20
Prestige Wealth Management Group LLC	20	20	0.02%	0.03%	0.05%	Q4 2018	Q3 2023	20
Stonehage Fleming Financial Services Holdings Ltd	18	2	0.01%	0.09%	0.31%	Q1 2018	Q3 2023	20
Archer Investment Corp	20	20	0.05%	0.30%	0.64%	Q4 2018	Q3 2023	20
One Day In July LLC	20	20	0.37%	0.69%	1.03%	Q4 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.01%	0.01%	0.02%	Q3 2017	Q2 2022	20
Riverview Trust Co	20	20	0.12%	0.19%	0.28%	Q4 2018	Q3 2023	20
American Portfolios Advisors	20	20	0.27%	0.41%	0.56%	Q4 2017	Q3 2022	20
THOROUGHBRED FINANCIAL SERVICES, LLC	20	20	1.03%	1.33%	2.21%	Q4 2018	Q3 2023	20
ROMAN BUTLER FULLERTON & CO	20	20	0.18%	0.21%	0.24%	Q4 2018	Q3 2023	20
FIRST NATIONAL CORP /MA/ /ADV	20	20	0.25%	0.34%	0.99%	Q4 2018	Q3 2023	20
ROWLAND CARMICHAEL ADVISORS INC /ADV	20	20	1.51%	5.54%	10.70%	Q1 2016	Q4 2020	20
MANCHESTER FINANCIAL INC	20	20	0.11%	0.16%	0.33%	Q4 2018	Q3 2023	20
Endurance Wealth Management, Inc.	20	20	0.02%	0.04%	0.11%	Q3 2018	Q2 2023	20
Schneider Downs Wealth Management Advisors, LP	19	1	0.08%	0.50%	0.73%	Q4 2015	Q3 2023	20
Private Wealth Partners, LLC	19	19	0.25%	0.30%	0.38%	Q1 2019	Q3 2023	19
EVERETT HARRIS & CO /CA/	19	19	0.01%	0.02%	0.02%	Q1 2019	Q3 2023	19
CIBC Asset Management Inc	19	19	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	19
VICTORY CAPITAL MANAGEMENT INC	17	2	0.03%	0.11%	0.22%	Q2 2018	Q3 2023	19
HORIZON KINETICS ASSET MANAGEMENT LLC	19	19	0.01%	0.06%	0.18%	Q1 2019	Q3 2023	19
CATAWBA CAPITAL MANAGEMENT /VA	19	19	0.20%	0.25%	0.29%	Q4 2013	Q2 2018	19
BNP PARIBAS FINANCIAL MARKETS	19	19	0.00%	0.01%	0.04%	Q1 2019	Q3 2023	19
BOENNING & SCATTERGOOD, INC.	19	19	0.16%	0.19%	0.25%	Q2 2018	Q4 2022	19
SII INVESTMENTS INC/WI	19	19	0.34%	0.72%	1.67%	Q2 2013	Q4 2017	19
Azimuth Capital Management LLC	19	19	0.02%	0.25%	0.41%	Q3 2017	Q1 2022	19
Liberty Capital Management, Inc.	12	7	0.19%	4.03%	6.30%	Q4 2018	Q3 2023	19
WBI INVESTMENTS, LLC	5	1	0.01%	0.76%	2.94%	Q3 2014	Q3 2023	19
Spears Abacus Advisors LLC	19	19	0.05%	0.22%	0.27%	Q1 2019	Q3 2023	19
Legacy Capital Partners, Inc.	19	19	0.12%	0.21%	0.25%	Q2 2013	Q4 2017	19
Stillwater Capital Advisors, LLC	19	19	0.29%	0.54%	0.98%	Q4 2013	Q2 2018	19
Kingfisher Capital LLC	19	19	0.12%	0.36%	0.52%	Q1 2019	Q3 2023	19
IFC Holdings Incorporated/FL	19	19	0.33%	0.75%	1.50%	Q2 2013	Q4 2017	19
THOMAS STORY & SON LLC	19	19	0.11%	0.13%	0.15%	Q3 2017	Q1 2022	19
WEALTHFRONT Corp	19	19	11.43%	15.50%	25.83%	Q1 2014	Q3 2018	19
New England Investment & Retirement Group, Inc.	11	3	0.05%	1.23%	8.12%	Q3 2014	Q3 2021	19
Wechter Feldman Wealth Management, Inc.	19	19	0.73%	5.41%	7.32%	Q4 2016	Q2 2021	19
Family Management Corp	12	7	0.04%	0.11%	0.15%	Q4 2018	Q3 2023	19
Executive Wealth Management, LLC	14	5	0.04%	0.04%	0.08%	Q4 2018	Q3 2023	19
ACG Wealth	15	1	0.03%	0.22%	0.51%	Q1 2017	Q3 2022	19
Rikoon Group, LLC	19	19	0.30%	0.56%	0.72%	Q3 2016	Q1 2021	19
Cranberry Lake Advisors LLC	19	19	27.77%	31.56%	39.14%	Q2 2013	Q4 2017	19
SRS Capital Advisors, Inc.	10	2	0.55%	1.12%	1.66%	Q3 2018	Q3 2023	19
Moors & Cabot, Inc.	18	1	0.03%	0.05%	0.12%	Q1 2018	Q3 2023	19
Summit Equities Inc	19	19	34.11%	49.49%	52.92%	Q1 2014	Q3 2018	19
INTEGRATED CAPITAL MANAGEMENT, INC.	17	2	0.59%	1.29%	2.18%	Q4 2018	Q3 2023	19
Wealthquest Corp	14	5	0.12%	0.21%	0.38%	Q4 2018	Q3 2023	19
Pointe Capital Management LLC	19	19	0.18%	0.36%	0.48%	Q1 2019	Q3 2023	19
Financial Insights, Inc.	18	1	0.70%	1.22%	1.85%	Q4 2018	Q3 2023	19
LGL PARTNERS, LLC	19	19	0.54%	3.56%	7.98%	Q1 2019	Q3 2023	19
Orgel Wealth Management, LLC	19	19	0.01%	0.07%	0.18%	Q1 2019	Q3 2023	19
Zions Bancorporation, N.A.	19	19	12.64%	15.88%	20.44%	Q1 2019	Q3 2023	19
Members Trust Co	10	2	0.02%	0.02%	0.03%	Q2 2016	Q3 2023	19
Stratos Investment Management, LLC	19	19	0.19%	1.14%	5.36%	Q1 2019	Q3 2023	19
FLC Capital Advisors	19	19	0.54%	0.78%	1.10%	Q4 2018	Q2 2023	19
Investors Research Corp	19	19	0.00%	0.02%	0.02%	Q1 2019	Q3 2023	19
Biechele Royce Advisors	19	19	0.14%	0.18%	0.24%	Q1 2019	Q3 2023	19
Titus Wealth Management	19	19	0.17%	1.02%	1.86%	Q4 2017	Q2 2022	19
Private Capital Group, LLC	19	19	1.25%	1.64%	3.07%	Q4 2017	Q2 2022	19
Campbell Wealth Management	10	9	0.05%	0.10%	0.19%	Q4 2018	Q3 2023	19
CX Institutional	13	6	0.00%	0.17%	0.99%	Q3 2018	Q3 2023	19
Altium Wealth Management LLC	19	19	0.08%	0.14%	0.29%	Q4 2017	Q2 2022	19
First National Bank of South Miami	19	19	0.72%	1.28%	2.54%	Q4 2018	Q2 2023	19
Essex Savings Bank	18	1	0.08%	0.16%	0.31%	Q4 2018	Q3 2023	19
Full Sail Capital, LLC	19	19	0.06%	0.14%	0.26%	Q1 2019	Q3 2023	19
TimeScale Financial, Inc.	19	19	0.57%	1.90%	8.19%	Q4 2018	Q2 2023	19
Lantz Financial LLC	19	19	3.04%	6.39%	8.51%	Q1 2019	Q3 2023	19
Human Investing LLC	10	9	0.00%	0.51%	1.20%	Q4 2018	Q3 2023	19
Western Wealth Management, LLC	11	8	0.98%	1.44%	2.76%	Q4 2018	Q3 2023	19
LIBERTY WEALTH MANAGEMENT LLC	16	3	0.42%	2.96%	4.21%	Q4 2018	Q3 2023	19
GREAT VALLEY ADVISOR GROUP, INC.	19	19	0.17%	0.48%	0.96%	Q1 2019	Q3 2023	19
SAGE RHINO CAPITAL LLC	19	19	1.53%	1.80%	2.32%	Q1 2019	Q3 2023	19
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	19	19	13.24%	18.70%	26.91%	Q1 2019	Q3 2023	19
RDA Financial Network	19	19	0.53%	0.70%	0.88%	Q1 2019	Q3 2023	19
WealthNavi Inc.	19	19	32.57%	34.04%	36.90%	Q1 2019	Q3 2023	19
Bremer Bank National Association	19	19	0.07%	0.12%	0.55%	Q1 2019	Q3 2023	19
NICOLET ADVISORY SERVICES, LLC	19	19	0.10%	0.15%	0.19%	Q1 2019	Q3 2023	19
Realta Investment Advisors	19	19	0.46%	0.61%	0.74%	Q1 2019	Q3 2023	19
PRIVATE CAPITAL MANAGEMENT LLC	19	19	0.15%	0.62%	1.13%	Q1 2019	Q3 2023	19
Weaver Consulting Group	19	19	1.23%	2.93%	3.94%	Q1 2019	Q3 2023	19
Arden Trust Co	19	19	1.10%	6.34%	15.95%	Q2 2019	Q4 2023	19
Xcel Wealth Management, LLC	19	19	0.11%	0.21%	0.50%	Q4 2018	Q2 2023	19
TSFG, LLC	19	19	6.66%	7.62%	8.81%	Q1 2019	Q3 2023	19
TFG Advisers LLC	19	19	0.16%	0.17%	0.19%	Q1 2019	Q3 2023	19
Tennessee Valley Asset Management Partners	10	9	0.16%	1.34%	4.48%	Q4 2018	Q3 2023	19
InterOcean Capital Group, LLC	12	12	0.00%	0.34%	0.82%	Q4 2020	Q3 2023	19
Snowden Capital Advisors LLC	11	8	0.02%	0.07%	0.12%	Q4 2018	Q3 2023	19
ZWJ INVESTMENT COUNSEL INC	11	4	0.01%	0.03%	0.04%	Q1 2017	Q3 2023	19
MERCER GLOBAL ADVISORS INC /ADV	19	19	0.12%	0.19%	0.24%	Q1 2019	Q3 2023	19
CAPITAL ADVISORS INC/OK	18	1	0.01%	0.02%	0.05%	Q4 2016	Q3 2023	19
BAHL & GAYNOR INC	19	19	0.00%	0.00%	0.01%	Q3 2013	Q1 2018	19
MOSELEY INVESTMENT MANAGEMENT INC	19	19	0.24%	0.41%	0.62%	Q1 2019	Q3 2023	19
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	15	3	0.00%	0.07%	0.16%	Q4 2016	Q3 2023	18
Meridian Wealth Advisors, LLC	16	2	0.04%	0.15%	0.40%	Q4 2018	Q3 2023	18
Concert Wealth Management Inc.	18	18	0.08%	1.46%	15.74%	Q2 2013	Q3 2017	18
Beaumont Financial Partners, LLC	18	18	0.07%	0.13%	0.95%	Q2 2018	Q3 2022	18
CORNERCAP INVESTMENT COUNSEL INC	15	1	0.06%	0.08%	0.10%	Q3 2014	Q4 2020	18
PATTON ALBERTSON MILLER GROUP, LLC	18	18	0.08%	0.44%	1.21%	Q2 2019	Q3 2023	18
Cornerstone Advisory, LLC	14	4	0.04%	0.12%	0.18%	Q1 2019	Q3 2023	18
Magnus Financial Group LLC	18	18	0.03%	0.14%	0.54%	Q2 2019	Q3 2023	18
SFMG, LLC	17	1	0.02%	0.07%	0.10%	Q1 2015	Q3 2023	18
Angeles Investment Advisors, LLC	18	18	0.00%	10.05%	49.45%	Q2 2019	Q3 2023	18
BECK MACK & OLIVER LLC	18	18	0.01%	0.03%	0.05%	Q3 2017	Q4 2021	18
Global Endowment Management, LP	18	18	8.24%	12.59%	29.53%	Q2 2019	Q3 2023	18
Twin Tree Management, LP	10	1	0.00%	0.06%	0.26%	Q4 2017	Q4 2022	18
LOEB PARTNERS CORP	17	1	0.41%	1.56%	2.09%	Q4 2013	Q2 2018	18
Compagnie Lombard Odier SCmA	16	1	0.00%	0.16%	0.26%	Q4 2013	Q4 2022	18
IBERIABANK CORP	14	4	0.10%	0.49%	0.99%	Q3 2015	Q2 2020	18
SEI INVESTMENTS CO	16	1	0.00%	0.01%	0.02%	Q1 2015	Q4 2019	18
Commonwealth Equity Services, Inc	18	18	0.66%	0.96%	1.78%	Q2 2013	Q3 2017	18
Hall Kathryn A.	18	18	0.34%	2.01%	7.52%	Q2 2019	Q3 2023	18
NorthRock Partners, LLC	17	1	0.06%	0.92%	1.39%	Q4 2018	Q3 2023	18
LS Investment Advisors, LLC	9	2	0.00%	0.01%	0.07%	Q2 2013	Q1 2021	18
PITTENGER & ANDERSON INC	16	2	0.00%	0.01%	0.07%	Q4 2014	Q3 2023	18
Foundations Investment Advisors, LLC	18	18	0.03%	0.09%	0.19%	Q2 2019	Q3 2023	18
Ellis Investment Partners, LLC	18	18	0.02%	0.04%	0.08%	Q2 2019	Q3 2023	18
SVB WEALTH LLC	18	18	0.22%	0.47%	0.69%	Q2 2019	Q3 2023	18
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	1	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	18
FIFTH THIRD SECURITIES, INC.	8	1	1.10%	2.29%	3.72%	Q1 2016	Q3 2023	18
Glovista Investments LLC	8	1	0.06%	0.30%	0.59%	Q3 2013	Q2 2021	18
HNP Capital LLC	18	18	0.20%	0.78%	2.61%	Q4 2018	Q1 2023	18
ARTHUR M. COHEN & ASSOCIATES, LLC	18	18	0.06%	0.12%	0.15%	Q2 2019	Q3 2023	18
Cypress Capital, LLC	9	4	5.49%	13.37%	18.58%	Q4 2018	Q3 2023	18
Sound View Wealth Advisors Group, LLC	18	18	0.08%	0.40%	0.86%	Q2 2019	Q3 2023	18
INVESTMENT CENTERS OF AMERICA INC	18	18	0.31%	0.60%	1.50%	Q2 2013	Q3 2017	18
Virtue Capital Management, LLC	14	1	0.04%	0.09%	0.16%	Q4 2017	Q3 2023	18
LeJeune Puetz Investment Counsel LLC	18	18	0.13%	0.42%	0.57%	Q4 2018	Q1 2023	18
Intellectus Partners, LLC	11	1	0.01%	0.12%	0.22%	Q2 2017	Q3 2023	18
Csenge Advisory Group	17	1	0.00%	0.14%	0.29%	Q3 2018	Q3 2023	18
RELIANCE TRUST CO OF DELAWARE	11	7	17.03%	18.12%	19.27%	Q2 2013	Q1 2019	18
NATIONAL PLANNING CORP	18	18	0.39%	1.29%	2.79%	Q2 2013	Q3 2017	18
ROFFMAN MILLER ASSOCIATES INC /PA/	17	1	0.08%	0.10%	0.12%	Q4 2018	Q3 2023	18
Transamerica Financial Advisors, Inc.	10	1	0.00%	0.01%	0.03%	Q2 2013	Q1 2023	18
LEVIN CAPITAL STRATEGIES, L.P.	18	18	0.15%	0.58%	1.18%	Q2 2019	Q3 2023	18
Biltmore Family Office, LLC	18	18	0.00%	0.11%	0.64%	Q2 2019	Q3 2023	18
Trek Financial, LLC	10	3	0.02%	0.14%	0.52%	Q4 2018	Q3 2023	18
PUZO MICHAEL J	18	18	0.31%	0.51%	0.61%	Q3 2014	Q4 2018	18
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	14	4	0.01%	0.07%	0.15%	Q3 2018	Q3 2023	18
HENGEHOLD CAPITAL MANAGEMENT LLC	16	2	0.05%	0.10%	0.16%	Q1 2016	Q3 2023	18
Sepio Capital, LP	17	1	0.10%	0.79%	9.92%	Q4 2018	Q3 2023	18
Bryn Mawr Capital Management, LLC	18	18	0.19%	0.40%	0.52%	Q2 2019	Q3 2023	18
Vigilare Wealth Management	17	17	0.15%	0.28%	0.45%	Q4 2019	Q4 2023	17
Baltimore-Washington Financial Advisors, Inc.	10	1	0.02%	0.08%	0.18%	Q4 2013	Q3 2023	17
ARS Wealth Advisors, LLC	11	2	0.04%	0.86%	2.40%	Q1 2014	Q2 2021	17
Kinsight, LLC	17	17	1.49%	2.18%	3.14%	Q2 2013	Q2 2017	17
M&R CAPITAL MANAGEMENT INC	12	5	0.00%	0.02%	0.03%	Q2 2016	Q4 2020	17
BEACON TRUST CO	17	17	1.89%	3.64%	5.08%	Q1 2013	Q1 2017	17
Pacifica Partners Inc.	17	17	0.57%	0.96%	1.33%	Q4 2019	Q4 2023	17
Intersect Capital LLC	17	17	0.12%	0.16%	0.20%	Q2 2018	Q2 2022	17
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	17	17	0.07%	0.28%	0.48%	Q3 2019	Q3 2023	17
Trexquant Investment LP	17	17	0.01%	0.08%	0.27%	Q3 2019	Q3 2023	17
NIPPON LIFE INSURANCE CO	17	17	1.05%	3.56%	17.28%	Q4 2016	Q4 2020	17
FULTON BREAKEFIELD BROENNIMAN LLC	17	17	0.03%	0.07%	0.12%	Q3 2019	Q3 2023	17
Hanlon Investment Management, Inc.	16	1	0.06%	0.40%	0.72%	Q2 2019	Q3 2023	17
Gerber Kawasaki Wealth & Investment Management	12	5	0.06%	0.21%	0.34%	Q2 2019	Q3 2023	17
Clarkston Capital Partners, LLC	17	17	0.00%	0.00%	0.01%	Q3 2019	Q3 2023	17
Fusion Family Wealth LLC	17	17	0.00%	0.01%	0.01%	Q1 2017	Q1 2021	17
BKS ADVISORS, LLC	17	17	0.14%	0.22%	0.28%	Q1 2015	Q1 2019	17
Resource Management, LLC	17	17	0.05%	0.09%	0.16%	Q4 2017	Q4 2021	17
RiverFront Investment Group, LLC	3	1	0.01%	0.30%	2.01%	Q4 2008	Q4 2022	17
Weitz Investment Management	17	17	0.04%	0.05%	0.07%	Q4 2016	Q4 2020	17
Marietta Wealth Management, LLC	14	1	0.06%	0.16%	1.17%	Q4 2016	Q3 2023	17
ZEKE CAPITAL ADVISORS, LLC	13	1	0.06%	0.23%	1.80%	Q1 2016	Q4 2022	17
Baldrige Asset Management LLC	17	17	3.40%	4.31%	5.26%	Q1 2019	Q1 2023	17
Wolff Financial Management LLC	10	1	0.25%	0.46%	0.55%	Q4 2018	Q3 2023	17
CONSOLIDATED CAPITAL MANAGEMENT, LLC	16	1	0.13%	0.25%	0.37%	Q3 2018	Q4 2022	17
AGILIS PARTNERS LLC	12	1	0.98%	13.20%	36.66%	Q1 2015	Q3 2023	17
Farmers National Bank	15	2	0.20%	0.40%	0.54%	Q4 2014	Q2 2019	17
Windsor Financial Group, LLC	17	17	1.56%	2.09%	3.02%	Q2 2013	Q2 2017	17
JUNCTURE WEALTH STRATEGIES, LLC	9	8	0.26%	1.05%	2.36%	Q4 2018	Q4 2023	17
NORTHWEST INVESTMENT COUNSELORS, LLC	13	1	0.03%	0.10%	0.17%	Q3 2015	Q3 2023	17
Coastal Bridge Advisors, LLC	10	7	0.10%	0.21%	0.35%	Q4 2017	Q3 2023	17
Merit Financial Group, LLC	17	17	0.48%	3.70%	13.84%	Q3 2019	Q3 2023	17
CYPRESS CAPITAL MANAGEMENT LLC	17	17	0.06%	0.14%	0.19%	Q3 2018	Q3 2022	17
Fulcrum Capital LLC	12	5	0.06%	0.11%	0.28%	Q2 2019	Q3 2023	17
Abundance Wealth Counselors	10	1	1.40%	1.55%	1.88%	Q4 2018	Q3 2023	17
FLOW TRADERS U.S. LLC	6	1	0.04%	0.22%	0.72%	Q3 2014	Q2 2023	17
Hillcrest Wealth Advisors - NY, LLC	13	4	0.14%	0.18%	0.30%	Q4 2018	Q3 2023	17
Concentrum Wealth Management	13	4	0.17%	0.26%	0.62%	Q1 2019	Q3 2023	17
BOURGEON CAPITAL MANAGEMENT LLC	17	17	0.03%	0.16%	0.26%	Q3 2019	Q3 2023	17
HCR Wealth Advisors	17	17	0.09%	0.10%	0.12%	Q3 2019	Q3 2023	17
WFG Advisors, LP	17	17	0.00%	0.07%	0.17%	Q2 2013	Q2 2017	17
Sowell Financial Services LLC	10	2	0.16%	1.01%	2.14%	Q4 2018	Q3 2023	17
IFG Advisory, LLC	17	17	1.44%	2.17%	2.99%	Q3 2019	Q3 2023	17
Avion Wealth	17	17	3.63%	4.69%	7.94%	Q3 2019	Q3 2023	17
National Mutual Insurance Federation of Agricultural Cooperatives	17	17	4.38%	16.19%	19.87%	Q3 2019	Q3 2023	17
GILL CAPITAL PARTNERS, LLC	16	1	0.50%	0.62%	1.19%	Q4 2018	Q4 2023	17
PEAK6 Investments LLC	6	6	0.00%	0.01%	0.04%	Q2 2022	Q3 2023	17
Madden Advisory Services, Inc.	15	2	0.62%	1.85%	3.25%	Q2 2016	Q3 2023	17
Modus Advisors, LLC	17	17	3.58%	4.75%	7.77%	Q4 2019	Q4 2023	17
Aptus Capital Advisors, LLC	17	17	0.01%	0.04%	0.07%	Q3 2019	Q3 2023	17
TOWNSQUARE CAPITAL LLC	10	6	0.01%	0.04%	0.14%	Q4 2018	Q3 2023	16
ACORN FINANCIAL ADVISORY SERVICES INC /ADV	16	16	0.21%	0.48%	1.61%	Q4 2019	Q3 2023	16
Monterey Private Wealth, Inc.	16	16	1.76%	10.56%	16.46%	Q4 2019	Q3 2023	16
THOMPSON DAVIS & CO., INC.	16	16	0.03%	0.19%	0.54%	Q4 2014	Q3 2018	16
SPC Financial, Inc.	14	1	0.04%	0.05%	0.12%	Q3 2018	Q3 2023	16
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	16	16	0.00%	0.08%	0.16%	Q4 2019	Q3 2023	16
Column Capital Advisors, LLC	16	16	0.30%	0.41%	0.72%	Q4 2019	Q3 2023	16
Independence Advisors, LLC	14	2	0.06%	0.58%	1.18%	Q3 2016	Q3 2020	16
IBEX WEALTH ADVISORS	5	1	0.11%	0.56%	0.85%	Q3 2016	Q4 2022	16
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	16	16	0.34%	0.51%	0.79%	Q4 2019	Q3 2023	16
Efficient Market Advisors, LLC	16	16	0.23%	0.32%	0.37%	Q2 2013	Q1 2017	16
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	14	1	0.57%	1.28%	1.76%	Q4 2018	Q3 2023	16
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	14	2	0.14%	0.24%	0.79%	Q3 2016	Q3 2023	16
Meridian Wealth Partners, LLC	16	16	0.73%	1.04%	1.63%	Q4 2019	Q3 2023	16
STEPH & CO	16	16	1.34%	6.35%	8.28%	Q4 2019	Q3 2023	16
Outlook Wealth Advisors, LLC	16	16	0.12%	0.61%	0.90%	Q4 2019	Q3 2023	16
Oldfather Financial Services, LLC	16	16	0.59%	0.77%	1.00%	Q4 2019	Q3 2023	16
BRANDYWINE OAK PRIVATE WEALTH LLC	15	1	0.02%	0.19%	0.34%	Q4 2018	Q3 2023	16
Marcum Wealth, LLC	16	16	0.10%	0.22%	0.67%	Q4 2019	Q3 2023	16
Clarity Wealth Advisors, LLC	16	16	8.18%	8.75%	10.05%	Q4 2019	Q3 2023	16
VIEWPOINT INVESTMENT PARTNERS CORP	16	16	21.27%	49.51%	74.21%	Q4 2019	Q3 2023	16
New England Professional Planning Group Inc.	16	16	0.24%	0.30%	0.37%	Q4 2019	Q3 2023	16
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA)	16	16	0.04%	0.14%	0.28%	Q3 2017	Q2 2021	16
TBH Global Asset Management, LLC	16	16	0.07%	0.16%	0.24%	Q4 2019	Q3 2023	16
Stonebridge Capital Advisors LLC	11	5	0.00%	0.01%	0.03%	Q2 2019	Q3 2023	16
TANDEM CAPITAL MANAGEMENT CORP /ADV	16	16	0.33%	0.40%	0.47%	Q4 2019	Q3 2023	16
Williams Jones Wealth Management, LLC.	14	2	0.01%	0.01%	0.01%	Q3 2019	Q3 2023	16
FOSTER & MOTLEY INC	16	16	0.03%	0.05%	0.08%	Q4 2019	Q3 2023	16
Bull Street Advisors, LLC	14	2	0.14%	0.39%	0.70%	Q3 2019	Q3 2023	16
Evolution Wealth Advisors, LLC	15	1	0.11%	0.16%	0.40%	Q3 2019	Q3 2023	16
INNEALTA CAPITAL, LLC	16	16	0.18%	0.61%	0.93%	Q4 2019	Q3 2023	16
Crabel Capital Management, LLC	6	1	0.08%	0.18%	0.30%	Q4 2017	Q3 2023	16
Venture Visionary Partners LLC	16	16	1.14%	2.38%	3.93%	Q4 2019	Q3 2023	16
Family Firm, Inc.	12	4	0.09%	0.54%	1.25%	Q4 2014	Q3 2023	16
Ranch Capital Advisors Inc.	16	16	0.01%	0.55%	0.67%	Q4 2019	Q3 2023	16
WILLIAMS JONES & ASSOCIATES LLC	16	16	0.01%	0.01%	0.01%	Q1 2015	Q4 2018	16
Belmont Capital, LLC	16	16	0.06%	0.13%	0.22%	Q4 2019	Q3 2023	16
EVOKE WEALTH, LLC	15	1	0.36%	2.91%	4.15%	Q3 2019	Q3 2023	16
Relyea Zuckerberg Hanson LLC	16	16	1.36%	1.91%	3.25%	Q4 2019	Q3 2023	16
WASHBURN CAPITAL MANAGEMENT, INC.	16	16	8.78%	11.26%	14.55%	Q4 2019	Q3 2023	16
DEARBORN PARTNERS LLC	9	1	0.01%	0.02%	0.02%	Q4 2013	Q1 2023	16
Cornerstone Management, Inc.	16	16	2.90%	3.56%	4.76%	Q4 2019	Q3 2023	16
Kathmere Capital Management, LLC	16	16	0.38%	0.86%	5.34%	Q4 2019	Q3 2023	16
Spruce Investment Advisors LLC	13	3	0.45%	5.13%	11.04%	Q2 2013	Q2 2017	16
Professional Financial Advisors, LLC	16	16	0.28%	3.94%	8.15%	Q4 2019	Q3 2023	16
Compass Ion Advisors, LLC	16	16	0.20%	11.66%	37.44%	Q4 2019	Q3 2023	16
Bay Rivers Group	16	16	0.70%	0.97%	1.76%	Q4 2019	Q3 2023	16
AJ WEALTH STRATEGIES, LLC	16	16	0.21%	0.78%	1.40%	Q3 2019	Q2 2023	16
GREAT LAKES ADVISORS, LLC	5	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	16
University of Maryland Foundation, Inc.	16	16	22.21%	40.54%	58.07%	Q4 2019	Q3 2023	16
WASHINGTON TRUST Co	15	1	0.00%	0.18%	0.32%	Q2 2018	Q3 2023	16
John W. Brooker & Co., CPAs	16	16	1.93%	2.54%	2.79%	Q4 2019	Q3 2023	16
Comprehensive Financial Management LLC	16	16	0.05%	0.17%	1.13%	Q4 2019	Q3 2023	16
Firestone Capital Management	16	16	3.16%	3.95%	4.86%	Q4 2019	Q3 2023	16
FIRST WILSHIRE SECURITIES MANAGEMENT INC	16	16	0.07%	0.30%	0.54%	Q1 2018	Q4 2021	16
Austin Private Wealth, LLC	16	16	0.20%	0.41%	1.84%	Q4 2019	Q3 2023	16
WEATHERLY ASSET MANAGEMENT L. P.	16	16	0.04%	0.04%	0.05%	Q4 2019	Q3 2023	16
XML Financial, LLC	16	16	0.09%	0.16%	0.25%	Q4 2019	Q3 2023	16
DERBY & COMPANY, INC	16	16	1.49%	2.10%	2.95%	Q4 2017	Q3 2021	16
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	16	16	0.54%	0.61%	0.69%	Q4 2019	Q3 2023	16
CUE ADVISORY SERVICES, INC.	16	16	0.76%	0.95%	1.11%	Q4 2014	Q3 2018	16
TIAA CREF TRUST CO FSB/MO	16	16	0.14%	0.16%	0.20%	Q2 2013	Q1 2017	16
Secure Asset Management, LLC	16	16	0.10%	0.24%	0.37%	Q4 2019	Q3 2023	16
R. W. Roge & Company, Inc.	16	16	0.89%	1.88%	3.93%	Q4 2019	Q3 2023	16
CERTUITY, LLC	16	16	0.36%	0.72%	1.11%	Q4 2019	Q3 2023	16
Arkadios Wealth Advisors	16	16	0.01%	0.57%	1.04%	Q4 2019	Q3 2023	16
S.A. Mason LLC	16	16	1.84%	3.77%	4.89%	Q4 2019	Q3 2023	16
Kore Private Wealth LLC	16	16	0.31%	1.48%	3.47%	Q4 2018	Q3 2022	16
LPWM LLC	16	16	0.56%	0.86%	1.35%	Q4 2019	Q3 2023	16
Astoria Strategic Wealth, Inc.	16	16	10.51%	22.30%	27.76%	Q4 2019	Q3 2023	16
Great Diamond Partners, LLC	16	16	5.38%	6.73%	9.52%	Q4 2019	Q3 2023	16
Bank of Marin	16	16	0.68%	1.51%	2.95%	Q4 2019	Q3 2023	16
Perennial Investment Advisors, LLC	16	16	0.86%	1.31%	2.15%	Q4 2019	Q3 2023	16
BELLEVUE ASSET MANAGEMENT, LLC	16	16	0.31%	0.41%	0.56%	Q4 2019	Q3 2023	16
Key FInancial Inc	16	16	0.16%	0.25%	0.42%	Q4 2019	Q3 2023	16
MADISON WEALTH MANAGEMENT	16	16	0.58%	0.72%	0.90%	Q4 2019	Q3 2023	16
Mayfair Advisory Group, LLC	16	16	1.05%	1.54%	1.88%	Q4 2019	Q3 2023	16
Cardinal Strategic Wealth Guidance	16	16	0.27%	0.35%	0.54%	Q4 2019	Q3 2023	16
Fiera Capital Corp	16	16	0.00%	0.00%	0.01%	Q1 2017	Q4 2020	16
CVA Family Office, LLC	16	16	0.20%	1.86%	2.89%	Q4 2019	Q3 2023	16
Marotta Asset Management	13	3	0.60%	0.76%	1.06%	Q4 2019	Q4 2023	16
Altus Wealth Management, LLC	16	16	16.99%	20.92%	25.81%	Q4 2019	Q3 2023	16
Avalon Advisory Group	16	16	48.14%	50.66%	53.70%	Q4 2019	Q3 2023	16
Sovereign Investment Advisors, LLC	16	16	2.01%	2.64%	3.45%	Q4 2019	Q3 2023	16
Investment Research & Advisory Group, Inc.	16	16	0.00%	0.08%	0.21%	Q4 2019	Q3 2023	16
Cordant, Inc.	16	16	7.70%	10.69%	12.82%	Q4 2019	Q3 2023	16
Strategic Financial Planning, Inc.	16	16	2.25%	2.63%	3.30%	Q4 2019	Q3 2023	16
Stokes Family Office, LLC	16	16	1.71%	2.18%	2.82%	Q4 2019	Q3 2023	16
Asset Allocation & Management Company, LLC	16	16	11.22%	16.93%	28.88%	Q4 2019	Q3 2023	16
Centered Wealth LLC dba Miller Equity Capital Advisors	16	16	5.79%	11.29%	15.44%	Q4 2019	Q3 2023	16
Strategic Wealth Investment Group, LLC	16	16	0.36%	3.88%	6.32%	Q4 2019	Q3 2023	16
HighMark Wealth Management LLC	16	16	0.24%	0.42%	2.73%	Q4 2019	Q3 2023	16
Soltis Investment Advisors LLC	16	16	0.22%	0.31%	0.38%	Q4 2019	Q3 2023	16
HOHIMER WEALTH MANAGEMENT, LLC	16	16	0.32%	0.63%	2.70%	Q4 2019	Q3 2023	16
SIMPLEX TRADING, LLC	5	1	0.00%	0.01%	0.07%	Q4 2015	Q2 2023	16
Orion Portfolio Solutions, LLC	16	16	0.10%	0.46%	2.06%	Q4 2019	Q3 2023	16
GeoWealth Management, LLC	14	2	0.03%	0.13%	0.66%	Q2 2019	Q3 2023	16
Wade Financial Advisory, Inc	16	16	11.80%	15.98%	18.72%	Q4 2019	Q3 2023	16
HOWARD WEALTH MANAGEMENT, LLC	16	16	0.49%	1.13%	1.66%	Q4 2019	Q3 2023	16
Element Wealth, LLC	16	16	0.00%	0.03%	0.20%	Q4 2019	Q3 2023	16
Ebor Charitable Trust	16	16	58.60%	65.86%	68.98%	Q4 2019	Q3 2023	16
HBC Financial Services, PLLC	16	16	0.02%	1.37%	1.62%	Q4 2019	Q3 2023	16
University of Massachusetts Foundation, Inc.	16	16	17.57%	30.98%	52.28%	Q4 2019	Q3 2023	16
Fusion Capital, LLC	16	16	0.14%	0.18%	0.26%	Q4 2019	Q3 2023	16
Optas, LLC	16	16	5.30%	9.91%	13.62%	Q4 2019	Q3 2023	16
Mine & Arao Wealth Creation & Management, LLC.	16	16	0.04%	0.04%	0.05%	Q4 2019	Q3 2023	16
EPG Wealth Management LLC	16	16	0.03%	0.39%	0.73%	Q4 2019	Q3 2023	16
Essex Private Wealth Management, LLC	16	16	13.75%	16.70%	20.33%	Q4 2019	Q3 2023	16
Rainwater Charitable Foundation	16	16	63.01%	83.47%	93.54%	Q4 2019	Q3 2023	16
Capital Advisory Group Advisory Services, LLC	13	1	0.01%	2.22%	5.24%	Q1 2018	Q2 2022	16
Resonant Capital Advisors, LLC	16	16	0.37%	0.56%	0.89%	Q4 2019	Q3 2023	16
BOK Financial Private Wealth, Inc.	16	16	0.05%	0.50%	0.71%	Q4 2019	Q3 2023	16
Regent Peak Wealth Advisors LLC	16	16	9.28%	10.42%	11.10%	Q4 2019	Q3 2023	16
BALLAST ADVISORS LLC	16	16	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	16
CAROLINAS WEALTH CONSULTING LLC	16	16	1.14%	1.99%	5.56%	Q4 2019	Q3 2023	16
BEAM WEALTH ADVISORS, INC.	16	16	1.05%	2.16%	3.34%	Q4 2019	Q3 2023	16
Center for Financial Planning, Inc.	16	16	0.27%	0.35%	0.38%	Q4 2019	Q3 2023	16
Seven Springs Wealth Group, LLC	16	16	0.26%	0.32%	0.38%	Q4 2019	Q3 2023	16
One Wealth Advisors, LLC	15	1	0.05%	0.31%	0.94%	Q3 2018	Q3 2023	16
Integrated Advisors Network LLC	16	16	0.20%	0.69%	2.03%	Q4 2019	Q3 2023	16
Investure, LLC	16	16	35.58%	41.67%	47.01%	Q4 2019	Q3 2023	16
Procyon Advisors, LLC	16	16	0.37%	0.95%	1.48%	Q4 2019	Q3 2023	16
Equitable Holdings, Inc.	16	16	0.58%	0.68%	0.86%	Q4 2019	Q3 2023	16
EPIQ Capital Group, LLC	16	16	2.98%	8.19%	17.01%	Q4 2019	Q3 2023	16
Willingdon Wealth Management	11	5	0.00%	0.08%	0.25%	Q4 2013	Q1 2020	16
Consolidated Planning Corp	16	16	4.23%	31.77%	52.67%	Q4 2019	Q3 2023	16
First Ascent Asset Management, LLC	16	16	7.74%	11.67%	20.88%	Q4 2019	Q3 2023	16
American Institute for Advanced Investment Management, LLP	16	16	1.99%	2.49%	3.09%	Q4 2019	Q3 2023	16
Engrave Wealth Partners LLC	16	16	0.31%	0.52%	1.09%	Q4 2019	Q3 2023	16
ERn Financial, LLC	16	16	0.08%	0.13%	0.30%	Q4 2019	Q3 2023	16
Sugarloaf Wealth Management, LLC	16	16	0.25%	0.30%	0.37%	Q4 2019	Q3 2023	16
Berman Capital Advisors, LLC	16	16	0.84%	1.53%	2.03%	Q4 2017	Q3 2021	16
HARBOR INVESTMENT ADVISORY, LLC	16	16	0.37%	0.57%	1.13%	Q4 2019	Q3 2023	16
Affinity Capital Advisors, LLC	16	16	0.10%	0.19%	0.26%	Q4 2019	Q3 2023	16
Spearhead Capital Advisors, LLC	14	1	0.09%	0.36%	3.84%	Q4 2017	Q2 2022	16
Close Asset Management Ltd	16	16	0.00%	0.02%	0.02%	Q4 2016	Q3 2020	16
Capital Bank & Trust Co	16	16	0.01%	0.02%	0.04%	Q3 2017	Q2 2021	16
Disciplined Investments, LLC	16	16	0.05%	0.65%	0.85%	Q4 2019	Q3 2023	16
NovaPoint Capital, LLC	16	16	1.00%	2.15%	4.25%	Q4 2019	Q3 2023	16
IEQ CAPITAL, LLC	16	16	0.23%	0.59%	1.14%	Q4 2019	Q3 2023	16
BLUESTEM FINANCIAL ADVISORS, LLC	16	16	1.27%	1.69%	2.44%	Q4 2019	Q3 2023	16
Gleason Group, Inc.	16	16	7.64%	10.86%	13.97%	Q4 2019	Q3 2023	16
IAG Wealth Partners, LLC	16	16	0.29%	0.59%	1.38%	Q4 2019	Q3 2023	16
Boulegeris Investments, Inc.	8	7	0.15%	0.21%	0.34%	Q3 2014	Q2 2018	15
tru Independence LLC	14	1	0.02%	0.84%	6.84%	Q4 2019	Q3 2023	15
Eudaimonia Partners, LLC	8	7	0.08%	0.15%	0.86%	Q4 2019	Q3 2023	15
Apexium Financial, LP	14	1	0.06%	0.17%	0.30%	Q4 2019	Q3 2023	15
QUEST INVESTMENT MANAGEMENT LLC	7	2	0.02%	0.10%	0.21%	Q2 2013	Q3 2023	15
Clearshares LLC	9	2	3.46%	4.36%	4.95%	Q4 2017	Q4 2021	15
TFO Wealth Partners, LLC	15	15	0.12%	0.28%	0.44%	Q1 2020	Q3 2023	15
FCG ADVISORS, LLC	14	1	0.09%	0.69%	0.88%	Q2 2016	Q3 2020	15
IRONWOOD INVESTMENT MANAGEMENT LLC	15	15	2.44%	3.15%	4.91%	Q1 2020	Q3 2023	15
ANDERSON HOAGLAND & CO	15	15	0.27%	1.02%	4.64%	Q1 2020	Q3 2023	15
J.W. COLE ADVISORS, INC.	8	7	0.41%	0.58%	0.79%	Q4 2019	Q3 2023	15
FSA Wealth Management LLC	10	5	0.16%	0.48%	0.60%	Q4 2019	Q3 2023	15
BANQUE PICTET & CIE SA	9	6	0.01%	0.05%	0.20%	Q4 2013	Q1 2022	15
CBIZ Investment Advisory Services, LLC	9	6	0.59%	3.27%	19.85%	Q4 2019	Q3 2023	15
Apella Capital, LLC	12	3	4.09%	7.33%	11.52%	Q1 2020	Q4 2023	15
Blueprint Investment Partners LLC	14	1	0.17%	0.93%	4.06%	Q4 2019	Q3 2023	15
HBW ADVISORY SERVICES LLC	14	1	0.16%	0.19%	0.21%	Q4 2019	Q3 2023	15
INVESTMENT ADVISORY SERVICES INC /TX /ADV	10	5	0.78%	1.03%	1.22%	Q4 2019	Q3 2023	15
Graypoint LLC	15	15	2.01%	4.07%	7.03%	Q1 2020	Q3 2023	15
Loudon Investment Management, LLC	15	15	0.22%	0.32%	0.50%	Q1 2020	Q3 2023	15
Rosenberg Matthew Hamilton	15	15	10.23%	12.02%	13.40%	Q1 2020	Q3 2023	15
Hendershot Investments Inc.	15	15	0.06%	0.11%	0.29%	Q1 2020	Q3 2023	15
Wellspring Financial Advisors, LLC	15	15	12.25%	14.87%	18.16%	Q1 2020	Q3 2023	15
Petix & Botte Co	12	3	2.37%	3.23%	4.30%	Q4 2019	Q3 2023	15
PBMares Wealth Management LLC	15	15	0.25%	0.47%	0.83%	Q1 2020	Q3 2023	15
HHM Wealth Advisors, LLC	15	15	0.07%	0.12%	0.21%	Q1 2020	Q3 2023	15
Founders Capital Management	13	2	0.11%	0.31%	0.37%	Q1 2017	Q1 2021	15
Jackson Hole Capital Partners, LLC	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
Abacus Planning Group, Inc.	15	15	0.45%	4.04%	9.88%	Q1 2020	Q3 2023	15
Traynor Capital Management, Inc.	14	1	0.06%	0.20%	0.31%	Q4 2019	Q3 2023	15
Wagner Wealth Management, LLC	11	4	0.01%	0.04%	0.08%	Q4 2017	Q3 2023	15
Charles Schwab Trust Co	15	15	0.55%	1.02%	1.43%	Q1 2020	Q3 2023	15
Blue Edge Capital, LLC	9	6	0.13%	0.32%	0.75%	Q4 2018	Q3 2023	15
PETERSON WEALTH MANAGEMENT	15	15	0.17%	1.29%	2.41%	Q4 2019	Q2 2023	15
MANUFACTURERS LIFE INSURANCE COMPANY, THE	10	5	0.00%	0.00%	0.00%	Q4 2013	Q3 2018	15
AdvicePeriod, LLC	15	15	7.34%	9.12%	12.24%	Q4 2017	Q2 2021	15
Eagle Ridge Investment Management	14	1	0.03%	0.04%	0.06%	Q2 2017	Q3 2023	15
HC Advisors, LLC	14	1	15.45%	17.25%	19.51%	Q4 2019	Q3 2023	15
PRW Wealth Management LLC	11	1	0.04%	3.86%	13.26%	Q4 2018	Q3 2023	15
Stokes & Hubbell Capital Management, LLC	15	15	2.44%	4.29%	5.16%	Q3 2015	Q1 2019	15
Gray Wealth Management Inc.	15	15	1.32%	1.49%	1.59%	Q1 2020	Q3 2023	15
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	15	15	0.01%	0.07%	0.13%	Q1 2020	Q3 2023	15
Lion Street Advisors, LLC	10	5	0.38%	1.77%	4.74%	Q4 2019	Q3 2023	15
Ahrens Investment Partners LLC	14	1	0.01%	0.25%	0.37%	Q1 2019	Q1 2023	15
jvl associates llc	15	15	10.85%	13.33%	16.20%	Q1 2020	Q3 2023	15
Valtinson Bruner Financial Planning LLC	15	15	0.36%	0.62%	2.06%	Q1 2020	Q3 2023	15
Selective Wealth Management, Inc.	7	3	0.02%	0.17%	1.09%	Q3 2019	Q4 2023	15
Retirement Group, LLC	14	1	0.01%	0.50%	0.64%	Q4 2019	Q3 2023	15
Morningstar Investment Management LLC	15	15	0.83%	3.57%	8.45%	Q1 2020	Q3 2023	15
Seven Post Investment Office LP	15	15	0.85%	2.33%	4.16%	Q1 2020	Q3 2023	15
MARCO INVESTMENT MANAGEMENT LLC	14	1	0.03%	0.04%	0.08%	Q4 2019	Q3 2023	15
FOUNDERS FINANCIAL SECURITIES LLC	15	15	0.30%	0.42%	0.63%	Q1 2020	Q3 2023	15
Riverstone Advisors, LLC	15	15	0.28%	0.33%	0.59%	Q1 2020	Q3 2023	15
HIGH POINT BANK & TRUST CO	15	15	1.54%	1.82%	2.08%	Q2 2013	Q4 2016	15
Front Street Capital Management, Inc.	14	1	0.10%	0.15%	0.56%	Q2 2016	Q3 2023	15
CWS Financial Advisors, LLC	8	7	0.92%	1.03%	1.22%	Q4 2019	Q3 2023	15
PRUDENTIAL FINANCIAL INC	15	15	0.00%	0.01%	0.02%	Q1 2020	Q3 2023	15
SkyOak Wealth, LLC	14	1	0.21%	0.35%	0.42%	Q4 2019	Q3 2023	15
Creegan & Nassoura Financial Group, LLC	15	15	0.34%	0.46%	0.62%	Q1 2020	Q3 2023	15
Security National Bank	11	4	0.06%	0.27%	0.56%	Q4 2018	Q3 2023	15
KFA Private Wealth Group, LLC	13	2	0.22%	0.47%	0.72%	Q4 2019	Q3 2023	15
Context Capital Management, LLC	6	3	0.12%	1.45%	3.89%	Q1 2015	Q1 2020	15
Adero Partners, LLC	14	1	0.10%	0.19%	0.50%	Q4 2019	Q3 2023	15
First Citizens Financial Corp	13	2	0.82%	1.33%	1.98%	Q4 2019	Q3 2023	15
OPPENHEIMER ASSET MANAGEMENT INC.	5	1	0.00%	0.12%	0.60%	Q1 2017	Q2 2023	15
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	15	15	0.08%	0.12%	0.14%	Q1 2020	Q3 2023	15
Symphony Financial, Ltd. Co.	15	15	0.76%	2.08%	5.11%	Q1 2020	Q3 2023	15
Advisor Group, Inc.	15	15	1.21%	1.56%	1.80%	Q2 2016	Q4 2019	15
Wealthstreet Investment Advisors, LLC	15	15	0.08%	0.52%	4.99%	Q4 2017	Q2 2021	15
OSAIC HOLDINGS, INC.	15	15	1.09%	1.22%	1.35%	Q1 2020	Q3 2023	15
Psagot Value Holdings Ltd.	15	15	0.00%	0.03%	0.08%	Q2 2013	Q4 2016	15
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
Gradient Capital Advisors, LLC	15	15	0.35%	0.40%	0.47%	Q1 2020	Q3 2023	15
Legacy Bridge, LLC	15	15	0.08%	0.09%	0.10%	Q1 2020	Q3 2023	15
Castle Rock Wealth Management, LLC	12	1	0.08%	0.13%	0.23%	Q3 2019	Q3 2023	15
MSI Financial Services Inc	15	15	0.20%	0.42%	1.10%	Q2 2013	Q4 2016	15
Aries Wealth Management	9	6	0.12%	0.24%	0.36%	Q4 2019	Q3 2023	15
TRANSCEND CAPITAL ADVISORS, LLC	13	2	0.28%	0.41%	0.63%	Q4 2019	Q3 2023	15
Beaumont Asset Management, L.L.C.	15	15	0.23%	0.56%	2.05%	Q1 2020	Q3 2023	15
AF Advisors, Inc.	10	5	0.30%	0.48%	0.68%	Q4 2019	Q3 2023	15
Willow Creek Wealth Management Inc.	8	3	0.03%	0.07%	0.11%	Q1 2019	Q3 2023	15
LEE DANNER & BASS INC	14	1	0.03%	0.03%	0.04%	Q4 2019	Q3 2023	15
N.E.W. Advisory Services LLC	14	1	0.58%	7.25%	10.61%	Q4 2019	Q3 2023	15
Sterling Capital Management LLC	15	15	0.00%	0.00%	0.01%	Q1 2016	Q3 2019	15
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO	12	1	0.05%	0.07%	0.09%	Q4 2013	Q3 2023	14
CAPITAL INSIGHT PARTNERS, LLC	14	14	0.68%	0.91%	1.15%	Q2 2020	Q3 2023	14
ORLEANS CAPITAL MANAGEMENT CORP/LA	14	14	0.82%	0.89%	0.98%	Q2 2020	Q3 2023	14
Zions Bancorporation	13	1	4.74%	7.12%	16.92%	Q1 2015	Q3 2018	14
Patriot Wealth Management, Inc.	14	14	0.03%	0.07%	0.10%	Q1 2014	Q2 2017	14
Savior LLC	10	4	0.00%	0.09%	0.64%	Q4 2019	Q3 2023	14
PagnatoKarp Partners LLC	14	14	5.24%	9.78%	14.22%	Q4 2016	Q1 2020	14
ACCESS FINANCIAL SERVICES, INC.	14	14	0.23%	0.42%	0.62%	Q2 2020	Q3 2023	14
H&H Retirement Design & Management INC	11	3	1.18%	7.54%	15.47%	Q1 2020	Q3 2023	14
Texas Capital Bank Wealth Management Services Inc	10	4	0.05%	0.08%	0.12%	Q4 2019	Q3 2023	14
Shelter Mutual Insurance Co	14	14	2.72%	2.97%	3.18%	Q2 2020	Q3 2023	14
Banco Santander, S.A.	14	14	0.00%	0.02%	0.04%	Q1 2018	Q2 2021	14
Global Strategic Investment Solutions, LLC	14	14	0.01%	0.05%	0.09%	Q2 2020	Q3 2023	14
Hills Bank & Trust Co	14	14	0.02%	0.03%	0.04%	Q2 2020	Q3 2023	14
Tri-Star Advisors Inc.	14	14	0.16%	1.41%	6.42%	Q2 2020	Q3 2023	14
HARRELL INVESTMENT PARTNERS, LLC	14	14	0.19%	0.66%	1.20%	Q2 2020	Q3 2023	14
Clearwater Capital Advisors, LLC	13	1	0.02%	0.05%	0.06%	Q1 2018	Q3 2023	14
WFA of San Diego, LLC	14	14	0.05%	10.53%	15.03%	Q2 2020	Q3 2023	14
SimpliFi, Inc.	14	14	0.17%	0.25%	0.41%	Q2 2020	Q3 2023	14
PERSONAL CFO SOLUTIONS, LLC	14	14	0.00%	0.09%	0.21%	Q2 2020	Q3 2023	14
Smart Money Group LLC	9	2	0.15%	1.33%	2.44%	Q4 2019	Q3 2023	14
Ken Stern & Associates, Inc.	13	1	0.19%	0.49%	0.73%	Q4 2014	Q3 2018	14
FFT WEALTH MANAGEMENT LLC	14	14	0.08%	3.90%	7.22%	Q2 2020	Q3 2023	14
Summit Financial Strategies, Inc.	10	4	0.12%	0.26%	0.48%	Q1 2020	Q3 2023	14
Buffington Mohr McNeal	10	1	0.04%	0.08%	0.14%	Q1 2019	Q3 2023	14
CATALYST PRIVATE WEALTH, LLC	14	14	0.38%	0.62%	0.81%	Q3 2020	Q4 2023	14
Horizon Kinetics	14	14	0.02%	0.18%	0.36%	Q3 2015	Q4 2018	14
Southern Wealth Management, LLP	14	14	0.32%	1.66%	5.31%	Q4 2019	Q1 2023	14
COZAD ASSET MANAGEMENT INC	14	14	2.25%	2.44%	2.72%	Q2 2020	Q3 2023	14
WESTPORT RESOURCES MANAGEMENT INC	14	14	0.00%	0.01%	0.04%	Q2 2013	Q3 2016	14
PILLAR PACIFIC CAPITAL MANAGEMENT LLC	14	14	0.03%	0.03%	0.04%	Q4 2017	Q1 2021	14
Geneva Advisors, LLC	14	14	0.02%	0.04%	0.07%	Q1 2014	Q2 2017	14
EARNEST PARTNERS LLC	12	2	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	14
S&T BANK/PA	14	14	0.31%	0.34%	0.38%	Q2 2020	Q3 2023	14
Seascape Capital Management	8	1	0.10%	0.42%	1.05%	Q4 2019	Q3 2023	14
Quaker Wealth Management, LLC	8	6	5.87%	8.80%	10.56%	Q4 2019	Q3 2023	14
BCS Wealth Management	7	1	0.24%	0.35%	0.59%	Q4 2019	Q3 2023	14
Inscription Capital, LLC	13	1	0.01%	1.07%	1.81%	Q4 2018	Q3 2023	14
ARQ WEALTH ADVISORS, LLC	8	6	4.39%	5.16%	6.24%	Q1 2020	Q3 2023	14
ORRSTOWN FINANCIAL SERVICES INC	8	2	0.01%	0.31%	0.80%	Q3 2015	Q1 2022	14
Steigerwald, Gordon & Koch Inc.	14	14	0.06%	0.18%	0.26%	Q2 2020	Q3 2023	14
Fairhaven Wealth Management, LLC	12	2	1.95%	2.13%	2.42%	Q1 2020	Q3 2023	14
ACIMA PRIVATE WEALTH, LLC	14	14	1.87%	2.08%	2.25%	Q4 2018	Q1 2022	14
KEELEY ASSET MANAGEMENT CORP	10	4	0.01%	0.02%	0.07%	Q2 2013	Q4 2016	14
Prime Capital Investment Advisors, LLC	10	1	0.01%	1.02%	6.46%	Q2 2018	Q3 2023	14
AMARILLO NATIONAL BANK	14	14	0.09%	0.11%	0.14%	Q2 2020	Q3 2023	14
Kendall Capital Management	14	14	0.29%	0.58%	1.25%	Q2 2020	Q3 2023	14
SHINE INVESTMENT ADVISORY SERVICES INC	14	14	0.03%	0.14%	0.59%	Q2 2017	Q3 2020	14
OLD SECOND NATIONAL BANK OF AURORA	4	1	0.00%	0.08%	0.99%	Q4 2014	Q3 2023	14
KANAWHA CAPITAL MANAGEMENT LLC	14	14	0.02%	0.04%	0.06%	Q2 2020	Q3 2023	14
Hubbell Strickland Wealth Management, LLC	14	14	0.36%	0.42%	0.48%	Q2 2020	Q3 2023	14
Northwest Bancshares, Inc.	14	14	0.06%	0.08%	0.10%	Q2 2020	Q3 2023	14
Emerson Wealth, LLC	9	5	0.15%	0.16%	0.20%	Q4 2018	Q2 2022	14
Bridgewater Advisors Inc.	11	3	3.14%	4.20%	6.07%	Q4 2013	Q3 2023	14
Indie Asset Partners, LLC	14	14	0.20%	0.26%	0.32%	Q4 2019	Q1 2023	14
SENTINEL PENSION ADVISORS INC	10	4	0.72%	1.08%	2.06%	Q1 2020	Q3 2023	14
SHUFRO ROSE & CO LLC	12	1	0.01%	0.08%	0.18%	Q3 2019	Q3 2023	13
Golden State Wealth Management, LLC	13	13	0.06%	0.72%	6.69%	Q1 2019	Q1 2022	13
FULTON BANK, N.A.	11	2	0.02%	0.09%	0.14%	Q3 2019	Q4 2023	13
Personal Wealth Partners	13	13	0.12%	0.14%	0.20%	Q1 2019	Q1 2022	13
Grandview Asset Management LLC	6	1	0.20%	0.45%	0.67%	Q2 2019	Q3 2023	13
Lehman & Derafelo Financial Resources LLC	13	13	0.03%	0.08%	0.11%	Q4 2019	Q4 2022	13
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	13	13	1.22%	2.46%	4.29%	Q2 2013	Q2 2016	13
Vanguard Personalized Indexing Management, LLC	13	13	0.05%	0.56%	1.34%	Q3 2020	Q3 2023	13
Strategic Blueprint, LLC	12	1	0.02%	0.70%	1.28%	Q3 2019	Q3 2023	13
PRENTISS SMITH & CO INC	9	4	0.01%	0.04%	0.10%	Q1 2014	Q3 2018	13
CKW FINANCIAL GROUP	12	1	0.01%	0.07%	0.71%	Q2 2016	Q3 2022	13
Allen Capital Group, LLC	12	1	0.12%	0.28%	1.54%	Q4 2017	Q4 2022	13
Gemmer Asset Management LLC	11	2	0.06%	0.12%	0.15%	Q1 2014	Q3 2023	13
MAIRS & POWER INC	9	4	0.00%	0.00%	0.01%	Q1 2017	Q4 2022	13
PRICE T ROWE ASSOCIATES INC /MD/	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
AUGUSTINE ASSET MANAGEMENT INC	11	2	0.12%	0.15%	0.17%	Q3 2019	Q4 2022	13
FIRSTMERIT BANK N A TRUSTEE	13	13	0.53%	0.58%	0.68%	Q2 2013	Q2 2016	13
Alliance Wealth Management Group	9	1	0.09%	0.35%	0.72%	Q1 2017	Q2 2023	13
JAG CAPITAL MANAGEMENT, LLC	13	13	0.04%	0.04%	0.05%	Q3 2019	Q3 2022	13
STALEY CAPITAL ADVISERS INC	11	2	0.01%	0.04%	0.06%	Q2 2014	Q4 2021	13
Beacon Wealthcare, Inc	13	13	44.44%	46.62%	49.55%	Q4 2017	Q4 2020	13
KING LUTHER CAPITAL MANAGEMENT CORP	13	13	0.00%	0.02%	0.03%	Q3 2020	Q3 2023	13
Halpern Financial, Inc.	9	4	0.00%	0.01%	0.02%	Q1 2020	Q3 2023	13
Corrigan Financial, Inc.	5	1	0.06%	0.10%	0.17%	Q4 2017	Q2 2023	13
True North Advisors, LLC	11	2	0.13%	0.19%	0.26%	Q1 2020	Q3 2023	13
MATRIX PRIVATE CAPITAL GROUP LLC	11	2	0.00%	0.18%	0.50%	Q4 2019	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.05%	0.13%	0.22%	Q3 2020	Q3 2023	13
KESTRA PRIVATE WEALTH SERVICES, LLC	13	13	0.60%	0.70%	0.84%	Q3 2020	Q3 2023	13
Bernicke Wealth Management, Ltd.	13	13	0.82%	1.39%	1.61%	Q4 2014	Q4 2017	13
HRT FINANCIAL LP	12	1	0.01%	0.79%	1.39%	Q2 2020	Q3 2023	13
McQueen, Ball & Associates Inc.	13	13	1.02%	1.29%	1.72%	Q4 2015	Q4 2018	13
YHB Investment Advisors, Inc.	13	13	0.10%	0.20%	0.46%	Q3 2020	Q3 2023	13
Chandler Asset Management, Inc.	13	13	6.22%	7.28%	8.63%	Q3 2020	Q3 2023	13
InTrack Investment Management Inc	13	13	0.42%	0.56%	0.88%	Q4 2020	Q4 2023	13
Wiser Wealth Management, Inc	13	13	0.27%	0.61%	0.89%	Q4 2020	Q4 2023	13
VSR Financial Services, Inc.	13	13	0.81%	2.86%	3.86%	Q2 2013	Q2 2016	13
First Capital Advisors Group, LLC.	9	4	0.10%	0.41%	0.81%	Q4 2016	Q2 2023	13
Investors Capital Advisory Services	13	13	0.50%	0.84%	1.17%	Q2 2013	Q2 2016	13
Lokken Investment Group LLC	12	1	2.01%	2.46%	2.82%	Q1 2012	Q3 2023	13
Diversified Investment Strategies, LLC	13	13	0.18%	0.19%	0.22%	Q3 2020	Q3 2023	13
CGN Advisors LLC	13	13	1.28%	3.30%	4.94%	Q4 2020	Q4 2023	13
MACROVIEW INVESTMENT MANAGEMENT LLC	9	2	0.01%	0.11%	1.10%	Q2 2017	Q3 2023	13
BENNETT SELBY INVESTMENTS LP	13	13	0.38%	0.43%	0.50%	Q4 2020	Q4 2023	13
Hoese & Co LLP	13	13	3.52%	4.08%	5.56%	Q4 2020	Q4 2023	13
Sicart Associates LLC	10	3	0.05%	0.14%	0.28%	Q1 2018	Q2 2021	13
Diligent Investors, LLC	5	1	0.07%	0.09%	0.12%	Q3 2018	Q3 2023	13
McLean Asset Management Corp	13	13	1.09%	1.74%	3.07%	Q4 2020	Q4 2023	13
ALPHASIMPLEX GROUP, LLC	13	13	0.40%	1.13%	2.59%	Q4 2017	Q4 2020	13
Founders Financial Alliance, LLC	13	13	0.00%	0.04%	0.26%	Q3 2020	Q3 2023	13
Baron Financial Group, LLC	13	13	0.81%	0.95%	1.27%	Q3 2020	Q3 2023	13
Hexagon Capital Partners LLC	13	13	0.00%	0.41%	0.94%	Q3 2020	Q3 2023	13
JEPPSON WEALTH MANAGEMENT, LLC	13	13	0.38%	0.55%	0.73%	Q3 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	1.16%	1.39%	1.60%	Q3 2020	Q3 2023	13
Platform Technology Partners	10	3	0.17%	0.24%	0.30%	Q2 2020	Q3 2023	13
TFC Financial Management, Inc.	13	13	0.02%	0.02%	0.04%	Q3 2020	Q3 2023	13
BNC WEALTH MANAGEMENT, LLC	13	13	0.50%	1.16%	1.66%	Q3 2020	Q3 2023	13
Avestar Capital, LLC	9	3	0.11%	0.29%	0.52%	Q1 2020	Q3 2023	13
Bordeaux Wealth Advisors LLC	12	12	0.22%	6.64%	9.21%	Q4 2020	Q3 2023	13
Heritage Trust Co	8	1	0.03%	0.04%	0.06%	Q1 2017	Q2 2023	13
Walkner Condon Financial Advisors LLC	13	13	0.11%	0.20%	0.40%	Q3 2020	Q3 2023	13
Prudent Man Advisors, LLC	13	13	15.02%	18.41%	21.90%	Q3 2020	Q3 2023	13
Sara-Bay Financial	13	13	0.12%	0.16%	0.21%	Q3 2020	Q3 2023	13
CAHABA WEALTH MANAGEMENT, INC.	9	4	0.10%	0.16%	0.26%	Q2 2020	Q3 2023	13
Cypress Wealth Services, LLC	7	2	0.06%	0.11%	0.16%	Q2 2018	Q3 2023	13
Advisors Capital Management, LLC	12	1	0.04%	0.05%	0.07%	Q4 2017	Q3 2023	13
Total Clarity Wealth Management, Inc.	12	1	0.16%	0.40%	0.70%	Q4 2019	Q3 2023	13
Kerntke Otto McGlone Wealth Management Group	7	6	0.60%	2.55%	6.97%	Q4 2019	Q3 2023	13
MAGNOLIA CAPITAL ADVISORS LLC	12	1	0.22%	1.10%	3.30%	Q4 2019	Q2 2023	13
Iowa State Bank	8	1	0.05%	0.08%	0.14%	Q1 2016	Q3 2023	13
Visionary Wealth Advisors	13	13	0.09%	0.11%	0.12%	Q3 2020	Q3 2023	13
FIDUCIENT ADVISORS LLC	13	13	0.02%	0.85%	1.64%	Q3 2020	Q3 2023	13
RETIREMENT INCOME SOLUTIONS, INC	5	3	0.08%	0.15%	0.37%	Q4 2017	Q3 2023	13
Adventist Health System/ West	13	13	61.41%	73.69%	95.35%	Q4 2018	Q4 2021	13
Seneca House Advisors	13	13	0.21%	0.30%	0.42%	Q4 2017	Q4 2020	13
Ellenbecker Investment Group	10	3	0.09%	0.22%	0.58%	Q4 2017	Q1 2022	13
Single Point Partners, LLC	6	1	0.76%	0.95%	1.23%	Q4 2019	Q3 2023	13
Beacon Financial Advisory LLC	10	3	0.12%	1.12%	2.37%	Q2 2020	Q3 2023	13
BLUESTEIN R H & CO LLC	13	13	0.06%	0.13%	0.32%	Q3 2019	Q3 2022	13
Avalon Investment & Advisory	13	13	0.02%	0.05%	0.25%	Q1 2020	Q1 2023	13
HAYS ADVISORY LLC	12	1	0.15%	11.32%	20.43%	Q4 2014	Q2 2018	13
VisionPoint Advisory Group, LLC	12	1	0.04%	0.99%	2.94%	Q4 2018	Q3 2023	13
Clear Creek Financial Management, LLC	10	3	0.09%	0.89%	8.73%	Q2 2020	Q3 2023	13
Tranquility Partners, LLC	13	13	0.10%	0.18%	0.20%	Q3 2020	Q3 2023	13
Leelyn Smith, LLC	13	13	0.00%	0.01%	0.03%	Q4 2019	Q4 2022	13
SPRENG CAPITAL MANAGEMENT, INC.	12	12	0.39%	1.20%	1.47%	Q4 2020	Q3 2023	12
Running Point Capital Advisors, LLC	12	12	0.03%	0.57%	1.86%	Q4 2020	Q3 2023	12
Tower Wealth Partners, Inc.	12	12	0.39%	0.52%	0.67%	Q4 2020	Q3 2023	12
Windsor Creek Advisors, LLC	6	6	0.06%	1.10%	7.44%	Q4 2018	Q4 2021	12
Everhart Financial Group, Inc.	12	12	7.68%	11.90%	15.78%	Q4 2020	Q3 2023	12
Mayflower Financial Advisors, LLC	12	12	0.65%	0.75%	0.88%	Q4 2020	Q3 2023	12
Radnor Financial Advisors, LLC	12	12	2.81%	5.27%	8.23%	Q4 2019	Q3 2022	12
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	12	12	0.12%	0.69%	1.14%	Q4 2020	Q3 2023	12
TriaGen Wealth Management LLC	12	12	0.82%	1.04%	1.26%	Q4 2020	Q3 2023	12
Burleson & Company, LLC	8	4	0.00%	0.09%	0.34%	Q4 2017	Q4 2022	12
SENTINEL TRUST CO LBA	12	12	0.04%	0.05%	0.08%	Q4 2020	Q3 2023	12
MCDONALD PARTNERS LLC	12	12	0.08%	0.28%	1.13%	Q4 2020	Q3 2023	12
VAN DEN BERG MANAGEMENT I, INC	12	12	0.24%	0.31%	0.40%	Q4 2020	Q3 2023	12
Newton One Investments LLC	12	12	2.99%	3.80%	4.55%	Q4 2020	Q3 2023	12
Bollard Group LLC	12	12	0.02%	0.03%	0.03%	Q4 2020	Q3 2023	12
Sage Mountain Advisors LLC	12	12	1.29%	4.88%	9.87%	Q4 2020	Q3 2023	12
Enterprise Trust & Investment Co	12	12	0.01%	0.01%	0.01%	Q2 2019	Q1 2022	12
McClarren Financial Advisors, Inc.	12	12	5.15%	9.22%	11.88%	Q4 2020	Q3 2023	12
Tradition Wealth Management, LLC	12	12	0.04%	0.05%	0.06%	Q4 2020	Q3 2023	12
Towercrest Capital Management	10	2	0.05%	0.13%	0.17%	Q4 2019	Q3 2023	12
Opal Wealth Advisors, LLC	12	12	0.45%	0.74%	1.10%	Q4 2020	Q3 2023	12
4J Wealth Management LLC	12	12	0.43%	0.49%	0.58%	Q4 2020	Q3 2023	12
Southland Equity Partners LLC	12	12	0.18%	0.27%	0.39%	Q4 2020	Q3 2023	12
Triangle Securities Wealth Management	12	12	0.12%	0.22%	0.30%	Q4 2020	Q3 2023	12
Schoolcraft Capital LLC	12	12	0.07%	0.08%	0.10%	Q4 2020	Q3 2023	12
WADDELL & ASSOCIATES, LLC	10	2	0.08%	0.09%	0.10%	Q2 2020	Q3 2023	12
Lehman Financial Resources, Inc.	12	12	0.00%	1.09%	2.97%	Q4 2012	Q3 2015	12
VECTOR WEALTH MANAGEMENT, LLC	9	3	0.18%	0.28%	0.50%	Q1 2013	Q4 2016	12
Abacus Wealth Partners, LLC	12	12	0.15%	0.70%	2.12%	Q4 2020	Q3 2023	12
Frank, Rimerman Advisors LLC	12	12	2.43%	3.48%	4.78%	Q4 2020	Q3 2023	12
Coco Enterprises, LLC	12	12	1.11%	1.47%	1.83%	Q4 2020	Q3 2023	12
KMG FIDUCIARY PARTNERS, LLC	12	12	0.20%	0.30%	0.37%	Q4 2020	Q3 2023	12
GP Brinson Investments LLC	12	12	21.26%	31.38%	39.26%	Q1 2021	Q4 2023	12
WNY Asset Management, LLC	12	12	0.22%	0.34%	0.45%	Q4 2020	Q3 2023	12
Tillar-Wenstrup Advisors, LLC	7	5	1.76%	4.10%	10.10%	Q4 2013	Q4 2019	12
Ashford Advisors, LLC	12	12	11.98%	13.02%	18.25%	Q4 2020	Q3 2023	12
Brouwer & Janachowski, LLC	12	12	0.17%	0.27%	0.34%	Q4 2013	Q3 2016	12
Poehling Capital Management, INC.	12	12	0.20%	0.35%	0.39%	Q4 2020	Q3 2023	12
Jacobus Wealth Management, Inc.	10	2	0.03%	0.16%	0.29%	Q2 2014	Q3 2017	12
WOLFF WIESE MAGANA LLC	12	12	0.11%	0.13%	0.20%	Q4 2020	Q3 2023	12
LCM Capital Management Inc	12	12	0.23%	0.25%	0.30%	Q4 2020	Q3 2023	12
Goodwin Investment Advisory	12	12	0.18%	0.28%	0.40%	Q4 2020	Q3 2023	12
Alta Wealth Advisors LLC	12	12	0.31%	0.55%	0.75%	Q4 2020	Q3 2023	12
Legacy Wealth Planning, LLC	12	12	1.04%	1.58%	2.08%	Q4 2019	Q3 2022	12
Lucia Wealth Services, LLC	12	12	0.23%	0.83%	1.26%	Q4 2017	Q3 2020	12
Montis Financial, LLC	12	12	3.35%	4.09%	4.53%	Q4 2020	Q3 2023	12
Unified Trust Company, N.A.	12	12	0.68%	1.35%	1.97%	Q4 2018	Q3 2021	12
Sageworth Trust Co of South Dakota	12	12	7.13%	18.37%	30.98%	Q4 2020	Q3 2023	12
Journey Advisory Group, LLC	12	12	0.08%	0.15%	0.31%	Q4 2020	Q3 2023	12
SOUNDMARK WEALTH MANAGEMENT, LLC	12	12	0.23%	0.52%	0.88%	Q4 2020	Q3 2023	12
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC	11	1	0.31%	3.05%	4.38%	Q4 2019	Q3 2023	12
Brown Miller Wealth Management, LLC	12	12	0.84%	1.32%	1.67%	Q4 2020	Q3 2023	12
TUCKER ASSET MANAGEMENT LLC	12	12	0.00%	0.11%	0.20%	Q4 2020	Q3 2023	12
Northern Capital Management, Inc.	12	12	0.27%	0.34%	0.64%	Q4 2020	Q3 2023	12
Bath Savings Trust Co	12	12	0.07%	0.09%	0.15%	Q4 2020	Q3 2023	12
Annapolis Financial Services, LLC	12	12	4.19%	4.90%	5.47%	Q4 2020	Q3 2023	12
Financial Advisors Network, Inc.	10	1	0.07%	0.09%	0.11%	Q4 2016	Q3 2023	12
Flaharty Asset Management, LLC	6	1	0.04%	0.05%	0.08%	Q3 2018	Q3 2023	12
CrestPoint Capital Management, LLC	12	12	1.14%	1.20%	1.55%	Q1 2015	Q4 2017	12
Curran Financial Partners, LLC	12	12	0.45%	1.14%	2.57%	Q4 2020	Q3 2023	12
Brown Financial Advisory	12	12	0.32%	0.37%	0.42%	Q4 2020	Q3 2023	12
FINANCIAL MANAGEMENT NETWORK INC	12	12	0.30%	0.55%	0.74%	Q4 2020	Q3 2023	12
Destiny Wealth Partners, LLC	12	12	0.08%	0.11%	0.14%	Q4 2020	Q3 2023	12
Levy Wealth Management Group, LLC	12	12	16.51%	21.35%	26.49%	Q4 2020	Q3 2023	12
Prosperity Planning, Inc.	12	12	0.19%	0.34%	0.45%	Q4 2020	Q3 2023	12
Greenhouse Wealth Management, LLC	12	12	2.84%	3.13%	3.40%	Q4 2020	Q3 2023	12
Source Financial Advisors LLC	12	12	1.95%	3.16%	4.71%	Q4 2020	Q3 2023	12
Horan Securities, Inc.	8	4	0.04%	0.19%	1.01%	Q3 2020	Q3 2023	12
Falcon Wealth Planning	12	12	0.09%	0.12%	0.22%	Q4 2020	Q3 2023	12
Atlantic Union Bankshares Corp	12	12	0.08%	0.12%	0.15%	Q4 2020	Q3 2023	12
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC	12	12	0.09%	6.88%	31.05%	Q4 2020	Q3 2023	12
Accretive Wealth Partners, LLC	12	12	0.62%	0.72%	0.87%	Q4 2020	Q3 2023	12
Octavia Wealth Advisors, LLC	12	12	0.25%	0.35%	0.58%	Q4 2020	Q3 2023	12
Strategic Equity Management	12	12	0.19%	5.01%	8.91%	Q4 2020	Q3 2023	12
Latitude Advisors, LLC	12	12	0.96%	1.72%	4.99%	Q4 2020	Q3 2023	12
Capital Planning LLC	12	12	0.18%	0.19%	0.20%	Q4 2020	Q3 2023	12
Main Street Financial Solutions, LLC	12	12	3.02%	4.03%	4.64%	Q4 2020	Q3 2023	12
Round Table Services, LLC	9	3	0.04%	0.08%	0.18%	Q4 2017	Q3 2022	12
Canton Hathaway, LLC	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
NORTHSTAR WEALTH PARTNERS LLC	8	4	0.10%	0.23%	0.39%	Q1 2017	Q3 2020	12
Matisse Capital	6	1	0.11%	0.19%	0.31%	Q1 2017	Q3 2023	12
Foster Group, Inc.	12	12	14.96%	20.48%	30.53%	Q4 2020	Q3 2023	12
Hudson Value Partners, LLC	12	12	0.63%	1.30%	1.61%	Q4 2020	Q3 2023	12
1900 WEALTH MANAGEMENT LLC	12	12	0.17%	0.55%	0.80%	Q4 2020	Q3 2023	12
BCK Partners, Inc.	12	12	0.90%	1.32%	2.15%	Q4 2020	Q3 2023	12
Pine Ridge Advisers LLC	12	12	0.13%	0.20%	0.25%	Q4 2020	Q3 2023	12
UBS ASSET MANAGEMENT AMERICAS INC	12	12	0.03%	0.09%	0.22%	Q4 2016	Q3 2019	12
Meridian Financial Partners LLC	10	1	0.36%	0.63%	0.70%	Q3 2019	Q2 2023	12
Wells Financial Advisors INC	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
Birchcreek Wealth Management, LLC	12	12	0.36%	0.51%	0.64%	Q4 2020	Q3 2023	12
SAX WEALTH ADVISORS, LLC	12	12	0.64%	0.75%	1.06%	Q4 2020	Q3 2023	12
Intelligence Driven Advisers, LLC	11	1	0.05%	0.63%	1.33%	Q4 2018	Q3 2023	12
TOCQUEVILLE ASSET MANAGEMENT L.P.	10	1	0.00%	0.00%	0.01%	Q2 2014	Q4 2022	12
RKL Wealth Management LLC	7	1	0.03%	0.05%	0.16%	Q1 2020	Q3 2023	12
Red Door Wealth Management, LLC	10	2	0.02%	0.42%	0.71%	Q1 2020	Q3 2023	12
Sovereign Financial Group, Inc.	12	12	0.14%	0.18%	0.23%	Q4 2020	Q3 2023	12
Laurel Wealth Planning LLC	12	12	0.21%	0.87%	2.43%	Q4 2020	Q3 2023	12
SHELTON CAPITAL MANAGEMENT	11	1	0.02%	0.10%	0.14%	Q3 2015	Q3 2023	12
QUEST CAPITAL MANAGEMENT INC /ADV	12	12	0.06%	0.09%	0.10%	Q1 2019	Q4 2021	12
Waypoint Wealth Partners Inc.	12	12	0.28%	0.71%	1.20%	Q4 2020	Q3 2023	12
JBJ Investment Partners, LLC	12	12	0.07%	3.12%	5.87%	Q1 2019	Q4 2021	12
CALTON & ASSOCIATES, INC.	11	1	0.03%	0.25%	0.51%	Q4 2017	Q1 2023	12
JGP Wealth Management, LLC	8	1	0.07%	0.09%	0.13%	Q3 2018	Q3 2023	12
Galvin, Gaustad & Stein, LLC	12	12	0.12%	0.24%	0.91%	Q4 2020	Q3 2023	12
Facet Wealth, Inc.	12	12	14.53%	16.37%	17.32%	Q4 2020	Q3 2023	12
Tacita Capital Inc	12	12	1.54%	1.79%	2.56%	Q4 2020	Q3 2023	12
TRUE Private Wealth Advisors	5	1	0.01%	0.05%	0.10%	Q4 2017	Q3 2023	12
ACT Advisors, LLC.	12	12	2.11%	3.81%	5.74%	Q4 2020	Q3 2023	12
Price Wealth, LLC	12	12	0.01%	0.06%	0.40%	Q4 2017	Q3 2020	12
Concord Wealth Partners	12	12	0.01%	0.25%	0.44%	Q4 2020	Q3 2023	12
Palumbo Wealth Management LLC	12	12	0.20%	0.26%	0.33%	Q4 2020	Q3 2023	12
Flagship Private Wealth, LLC	12	12	2.73%	3.19%	3.60%	Q4 2020	Q3 2023	12
ASSET PLANNING CORPORATION	12	12	0.95%	1.27%	1.70%	Q4 2020	Q3 2023	12
Intrua Financial, LLC	12	12	0.43%	0.69%	1.18%	Q2 2020	Q1 2023	12
Wealth Dimensions Group, Ltd.	12	12	0.23%	0.34%	0.46%	Q4 2020	Q3 2023	12
Red Wave Investments LLC	12	12	11.33%	12.36%	13.96%	Q4 2020	Q3 2023	12
OUTFITTER FINANCIAL LLC	12	12	0.90%	1.83%	2.22%	Q4 2020	Q3 2023	12
TEXAS CAPITAL BANCSHARES INC/TX	12	12	0.12%	0.36%	0.61%	Q4 2020	Q3 2023	12
Altus Wealth Group LLC	12	12	0.31%	0.47%	0.56%	Q4 2020	Q3 2023	12
Mariner Wealth Advisors-Cincinnati, LLC	12	12	0.05%	0.09%	0.16%	Q4 2015	Q3 2018	12
Clark Capital Management Group, Inc.	4	1	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	12
Rodgers & Associates, LTD	12	12	0.15%	0.16%	0.16%	Q4 2020	Q3 2023	12
Financial Strategies Group, Inc.	12	12	0.13%	0.52%	0.99%	Q4 2020	Q3 2023	12
Detalus Advisors, LLC	7	1	0.12%	0.18%	0.30%	Q4 2019	Q3 2023	12
Hemington Wealth Management	12	12	16.42%	20.64%	25.29%	Q4 2020	Q3 2023	12
Safeguard Investment Advisory Group, LLC	12	12	0.14%	0.21%	0.32%	Q4 2020	Q3 2023	12
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	12	12	0.07%	0.11%	0.18%	Q4 2018	Q3 2021	12
PFM Asset Management LLC	12	12	3.73%	36.96%	65.45%	Q4 2018	Q3 2021	12
Orion Capital Management LLC	12	12	0.12%	0.13%	0.14%	Q4 2020	Q3 2023	12
DAVIDSON & GARRARD INC	12	12	0.08%	0.49%	1.06%	Q4 2014	Q3 2017	12
Monashee Investment Management LLC	12	12	12.93%	39.19%	82.14%	Q3 2020	Q2 2023	12
Charter Oak Capital Management, LLC	12	12	0.24%	0.33%	0.48%	Q4 2020	Q3 2023	12
Accel Wealth Management	12	12	0.29%	1.00%	1.97%	Q4 2020	Q3 2023	12
Teamwork Financial Advisors, LLC	9	1	0.03%	0.06%	0.20%	Q2 2020	Q3 2023	12
Kowal Investment Group, LLC	12	12	0.15%	0.24%	0.34%	Q4 2020	Q3 2023	12
Inspire Advisors, LLC	12	12	0.05%	0.08%	0.10%	Q4 2020	Q3 2023	12
Weitzel Financial Services, Inc.	12	12	0.38%	1.57%	2.02%	Q4 2020	Q3 2023	12
Echo Wealth Management, LLC	12	12	1.31%	1.60%	1.88%	Q4 2020	Q3 2023	12
Laird Norton Wetherby Trust Company, LLC	12	12	13.56%	16.77%	27.13%	Q4 2020	Q3 2023	12
B. Riley Financial, Inc.	12	12	0.54%	0.87%	1.26%	Q4 2015	Q3 2018	12
Wealthgate Family Office, LLC	12	12	2.15%	3.48%	4.76%	Q4 2020	Q3 2023	12
Beacon Wealthcare LLC	12	12	48.27%	50.39%	52.35%	Q1 2021	Q4 2023	12
SOA Wealth Advisors, LLC.	12	12	0.04%	0.07%	0.12%	Q4 2020	Q3 2023	12
Pathway Financial Advisors LLC	8	1	0.01%	0.25%	0.54%	Q4 2017	Q3 2023	12
Compass Advisory Group LLC	12	12	6.20%	9.02%	15.19%	Q4 2020	Q3 2023	12
TruWealth Advisors, LLC	12	12	8.39%	8.79%	9.34%	Q4 2020	Q3 2023	12
DEFINED WEALTH MANAGEMENT, LLC	12	12	0.24%	0.45%	0.82%	Q4 2020	Q3 2023	12
MJP ASSOCIATES INC /ADV	12	12	2.74%	3.69%	4.92%	Q4 2020	Q3 2023	12
Zeit Capital LLC	12	12	0.36%	0.46%	0.76%	Q4 2020	Q3 2023	12
ALTFEST L J & CO INC	12	12	0.06%	0.08%	0.14%	Q4 2020	Q3 2023	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.05%	0.11%	0.19%	Q2 2013	Q1 2016	12
Knuff & Co LLC	12	12	0.00%	0.01%	0.01%	Q4 2018	Q3 2021	12
PRINCIPAL FINANCIAL GROUP INC	12	12	0.00%	0.00%	0.00%	Q4 2018	Q3 2021	12
DB Wealth Management Group, LLC	12	12	3.02%	8.12%	15.11%	Q4 2020	Q3 2023	12
MACNEALY HOOVER INVESTMENT MANAGEMENT INC	12	12	0.28%	1.82%	2.24%	Q4 2013	Q3 2016	12
Oakwell Private Wealth Management, LLC	12	12	15.16%	25.12%	30.55%	Q4 2020	Q3 2023	12
GUARDIAN CAPITAL ADVISORS LP	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
ENCOMPASS WEALTH ADVISORS, LLC	12	12	0.09%	0.11%	0.16%	Q4 2020	Q3 2023	12
PYA Waltman Capital, LLC	8	3	0.01%	0.18%	0.29%	Q3 2020	Q3 2023	11
Paradigm Financial Advisors, LLC	10	1	0.04%	0.11%	0.16%	Q1 2014	Q3 2020	11
MATRIX ASSET ADVISORS INC/NY	9	2	0.10%	0.24%	0.33%	Q4 2020	Q3 2023	11
4Thought Financial Group Inc.	11	11	0.12%	0.19%	0.37%	Q1 2021	Q3 2023	11
CMG Global Holdings, LLC	11	11	2.13%	4.48%	7.57%	Q1 2021	Q3 2023	11
GoalVest Advisory LLC	8	3	0.01%	3.03%	7.75%	Q4 2020	Q4 2023	11
Independent Advisor Alliance	6	1	0.04%	3.58%	21.21%	Q1 2017	Q3 2023	11
Wealth Advisory Solutions, LLC	5	2	0.06%	0.11%	0.17%	Q4 2019	Q4 2022	11
OIKOS HOLDINGS LLC	11	11	6.32%	24.88%	42.22%	Q1 2021	Q3 2023	11
Farmers & Merchants Trust Co of Chambersburg PA	11	11	0.00%	0.00%	0.01%	Q4 2016	Q2 2019	11
COWA, LLC	6	5	0.11%	0.14%	0.18%	Q4 2020	Q3 2023	11
Ten Capital Wealth Advisors, LLC	11	11	0.28%	0.58%	1.23%	Q4 2020	Q2 2023	11
TRADITION CAPITAL MANAGEMENT LLC	8	3	0.08%	0.25%	0.53%	Q1 2016	Q1 2019	11
Keel Point, LLC	5	1	0.02%	0.27%	0.58%	Q1 2015	Q3 2023	11
MTM Investment Management, LLC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
Summit Global Investments	11	11	0.01%	0.05%	0.07%	Q1 2021	Q3 2023	11
Narus Financial Partners, LLC	7	4	1.60%	1.81%	2.11%	Q4 2016	Q3 2023	11
Kelman-Lazarov, Inc.	4	3	0.08%	0.11%	0.22%	Q1 2016	Q4 2019	11
WestHill Financial Advisors, Inc.	9	2	0.04%	0.06%	0.07%	Q4 2020	Q3 2023	11
CARY STREET PARTNERS ASSET MANAGEMENT LLC	11	11	0.07%	0.12%	0.22%	Q1 2021	Q3 2023	11
Frisch Financial Group, Inc.	8	3	0.08%	0.13%	0.16%	Q4 2020	Q3 2023	11
BCGM Wealth Management, LLC	9	2	0.18%	0.23%	0.34%	Q4 2020	Q3 2023	11
Capital Advisors Wealth Management, LLC	11	11	0.45%	0.56%	0.69%	Q1 2021	Q3 2023	11
Colonial River Wealth Management, LLC	8	3	0.48%	1.17%	1.88%	Q4 2020	Q3 2023	11
Global Financial Private Capital, Inc	11	11	0.00%	0.04%	0.07%	Q3 2017	Q1 2020	11
Hamilton Wealth, LLC	11	11	0.22%	0.47%	0.73%	Q1 2021	Q3 2023	11
SCHRODERS IS Ltd	10	1	4.35%	8.11%	12.94%	Q1 2017	Q4 2019	11
QCI ASSET MANAGEMENT INC/NY	10	1	0.00%	0.00%	0.01%	Q2 2017	Q1 2020	11
NIA IMPACT ADVISORS, LLC	11	11	4.20%	5.13%	6.36%	Q4 2020	Q2 2023	11
FARR MILLER & WASHINGTON LLC/DC	11	11	0.02%	0.03%	0.05%	Q1 2019	Q3 2021	11
AlphaCore Capital LLC	9	1	0.01%	0.12%	0.37%	Q4 2019	Q3 2023	11
Symetra Investment Management Co	11	11	82.06%	98.37%	100.00%	Q1 2021	Q3 2023	11
Pasadena Private Wealth, LLC	11	11	0.09%	0.10%	0.11%	Q1 2021	Q3 2023	11
Twin Lakes Capital Management, LLC	6	5	1.70%	1.94%	2.12%	Q4 2020	Q3 2023	11
W.G. Shaheen & Associates DBA Whitney & Co	6	1	0.00%	0.06%	0.12%	Q3 2018	Q3 2023	11
HOWARD FINANCIAL SERVICES, LTD.	11	11	0.30%	0.41%	0.57%	Q1 2021	Q3 2023	11
Tempus Wealth Planning, LLC	10	1	0.19%	1.06%	1.48%	Q4 2019	Q3 2023	11
TRUEWEALTH LLC	11	11	0.16%	0.38%	0.65%	Q4 2017	Q2 2020	11
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	10	1	0.01%	7.37%	9.35%	Q4 2020	Q3 2023	11
Rollins Financial	8	3	0.08%	0.13%	0.16%	Q4 2020	Q3 2023	11
Daniels&Tansey,LLP	11	11	0.08%	0.16%	0.29%	Q1 2021	Q3 2023	11
Ameritas Investment Company, LLC	11	11	0.44%	0.91%	1.36%	Q1 2019	Q3 2021	11
Better Money Decisions, LLC	11	11	0.20%	0.33%	0.47%	Q1 2021	Q3 2023	11
Cadent Capital Advisors, LLC	8	3	0.09%	0.13%	0.18%	Q4 2020	Q3 2023	11
Hudson Capital Management LLC	11	11	0.11%	0.24%	0.34%	Q4 2019	Q2 2022	11
Spire Wealth Management	11	11	0.12%	0.19%	0.22%	Q1 2021	Q3 2023	11
Aprio Wealth Management, LLC	10	1	0.11%	0.18%	0.62%	Q1 2020	Q3 2023	11
RIDGECREST WEALTH PARTNERS, LLC	11	11	0.29%	0.39%	0.46%	Q1 2021	Q3 2023	11
Bradley & Co. Private Wealth Management, LLC	11	11	2.81%	4.06%	5.62%	Q1 2021	Q3 2023	11
Cornerstone Wealth Advisors, Inc.	11	11	0.26%	0.29%	0.31%	Q1 2021	Q3 2023	11
Fi3 FINANCIAL ADVISORS, LLC	11	11	1.38%	1.88%	2.62%	Q1 2021	Q3 2023	11
Applied Capital LLC	11	11	5.91%	7.82%	9.76%	Q1 2021	Q3 2023	11
KENNICOTT CAPITAL MANAGEMENT LLC	11	11	2.13%	2.78%	3.42%	Q1 2021	Q3 2023	11
Regency Capital Management Inc.\DE	11	11	0.62%	0.86%	1.13%	Q1 2021	Q3 2023	11
SG Americas Securities, LLC	4	1	0.00%	0.02%	0.06%	Q3 2015	Q4 2021	11
Foresight Wealth Management, LLC	11	11	0.01%	0.14%	0.36%	Q1 2020	Q3 2022	11
Prostatis Group LLC	9	2	0.12%	0.34%	1.06%	Q4 2019	Q2 2023	11
Wealth CMT	6	5	0.48%	1.92%	2.35%	Q4 2019	Q4 2022	11
55I, LLC	11	11	0.10%	0.35%	0.96%	Q1 2020	Q3 2022	11
OARSMAN CAPITAL, INC.	8	3	0.09%	0.11%	0.17%	Q4 2020	Q3 2023	11
Kovitz Investment Group, LLC	11	11	0.09%	0.15%	0.21%	Q2 2013	Q4 2015	11
JOYN Advisors, Inc.	10	1	0.00%	0.07%	0.11%	Q3 2013	Q1 2020	11
CT Financial Advisors LLC	10	1	0.27%	0.30%	0.37%	Q1 2014	Q1 2017	11
NTV ASSET MANAGEMENT LLC	11	11	0.04%	0.05%	0.05%	Q1 2021	Q3 2023	11
Ratio Wealth Group	9	2	0.32%	0.43%	0.59%	Q4 2020	Q3 2023	11
Wellington Shields Capital Management, LLC	11	11	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	11
SteelPeak Wealth, LLC	10	1	0.08%	0.54%	3.53%	Q1 2020	Q3 2023	11
Mirador Capital Partners LP	11	11	0.07%	0.10%	0.15%	Q1 2021	Q3 2023	11
One Charles Private Wealth Services, LLC	10	1	0.57%	0.99%	1.33%	Q2 2020	Q3 2023	11
Laidlaw Wealth Management LLC	8	3	0.07%	1.41%	2.10%	Q2 2020	Q3 2023	11
BREMER TRUST NATIONAL ASSOCIATION	10	1	0.09%	0.17%	0.25%	Q4 2015	Q4 2018	11
Briaud Financial Planning, Inc	11	11	0.45%	3.27%	6.96%	Q1 2021	Q3 2023	11
KANALY TRUST CO	11	11	0.01%	0.01%	0.01%	Q2 2014	Q4 2016	11
MACQUARIE GROUP LTD	9	2	0.03%	0.06%	0.12%	Q2 2013	Q3 2023	11
KLS Professional Advisors Group, LLC	11	11	0.51%	1.34%	1.80%	Q4 2016	Q2 2019	11
Peachtree Investment Partners, LLC	11	11	0.29%	0.99%	1.67%	Q1 2021	Q3 2023	11
Waterfront Wealth Inc.	11	11	0.09%	0.11%	0.14%	Q1 2021	Q3 2023	11
CIDEL ASSET MANAGEMENT INC	11	11	0.04%	0.04%	0.04%	Q1 2021	Q3 2023	11
Dash Acquisitions Inc.	11	11	0.09%	0.22%	0.28%	Q4 2020	Q2 2023	11
Pinnacle Summer Investments, Inc.	11	11	0.01%	0.04%	0.07%	Q2 2013	Q4 2015	11
Watchman Group, Inc.	11	11	0.13%	0.17%	0.20%	Q4 2020	Q2 2023	11
ADVISORS MANAGEMENT GROUP INC /ADV	11	11	0.28%	0.40%	0.52%	Q1 2021	Q3 2023	11
Strategic Wealth Management Group, LLC	11	11	0.74%	1.18%	2.44%	Q4 2018	Q2 2021	11
Truvestments Capital LLC	5	1	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	11
Camarda Financial Advisors, LLC	6	1	0.01%	3.13%	8.87%	Q2 2015	Q2 2023	11
NORTHSTAR ASSET MANAGEMENT INC	11	11	0.08%	0.08%	0.08%	Q1 2021	Q3 2023	11
ASPIRIANT HOLDINGS S3, LLC	11	11	0.38%	0.43%	0.48%	Q2 2013	Q4 2015	11
Nachman Norwood & Parrott, Inc	11	11	0.05%	0.09%	0.12%	Q4 2018	Q2 2021	11
Commonwealth Financial Services, LLC	10	1	0.04%	0.71%	1.69%	Q4 2014	Q3 2023	11
Lumature Wealth Partners, LLC	11	11	0.07%	0.15%	0.74%	Q4 2020	Q2 2023	11
Addison Advisors LLC	10	1	0.12%	0.15%	0.21%	Q4 2020	Q3 2023	11
BANK OF NOVA SCOTIA	5	1	0.00%	0.01%	0.03%	Q1 2013	Q4 2021	11
JT Stratford LLC	6	1	0.07%	0.10%	0.14%	Q2 2018	Q1 2022	11
CHEMICAL BANK	11	11	0.12%	0.19%	0.23%	Q4 2016	Q2 2019	11
Kaizen Financial Strategies	9	2	0.80%	2.21%	4.22%	Q4 2020	Q3 2023	11
TCG Advisory Services, LLC	8	3	5.64%	8.17%	9.80%	Q4 2020	Q3 2023	11
First Bank & Trust	11	11	2.00%	6.21%	12.54%	Q1 2021	Q3 2023	11
EQ LLC	11	11	0.71%	0.84%	1.06%	Q4 2020	Q2 2023	11
Financial Network Wealth Management LLC	9	2	0.10%	0.31%	0.54%	Q4 2020	Q3 2023	11
BANK OF STOCKTON	10	10	0.09%	0.14%	0.19%	Q2 2021	Q3 2023	10
Day & Ennis, LLC	10	10	0.16%	0.19%	0.24%	Q2 2021	Q3 2023	10
Castleview Partners, LLC	8	1	0.02%	0.17%	0.75%	Q1 2018	Q3 2023	10
HARBOUR INVESTMENTS, INC.	6	4	0.70%	0.81%	1.01%	Q1 2021	Q3 2023	10
Heartwood Wealth Advisors LLC	10	10	0.06%	0.07%	0.08%	Q2 2020	Q3 2022	10
First Command Advisory Services, Inc.	7	1	0.00%	0.00%	0.02%	Q2 2020	Q3 2023	10
NOVARE CAPITAL MANAGEMENT LLC	7	3	0.03%	0.04%	0.05%	Q4 2017	Q3 2022	10
ZACKS INVESTMENT MANAGEMENT	9	1	0.00%	0.01%	0.02%	Q1 2020	Q3 2023	10
Diversified, LLC	10	10	0.18%	0.37%	0.57%	Q4 2020	Q1 2023	10
BT Wealth Management LLC	10	10	0.49%	0.74%	0.92%	Q1 2020	Q2 2022	10
Jacobsen Capital Management	7	3	0.11%	0.15%	0.23%	Q2 2019	Q2 2022	10
FAGAN ASSOCIATES, INC.	10	10	0.04%	0.07%	0.09%	Q2 2021	Q3 2023	10
RAY GERALD L & ASSOCIATES LTD	8	2	0.04%	0.05%	0.08%	Q4 2014	Q3 2017	10
STRATEGIC CAPITAL ADVISERS, INC.	9	1	0.03%	3.84%	5.26%	Q3 2019	Q2 2022	10
BAKER TILLY WEALTH MANAGEMENT, LLC	6	4	0.10%	0.13%	0.16%	Q1 2021	Q3 2023	10
American Money Management, LLC	10	10	0.10%	1.50%	1.70%	Q2 2021	Q3 2023	10
KAVAR CAPITAL PARTNERS GROUP, LLC	10	10	0.29%	0.31%	0.36%	Q2 2021	Q3 2023	10
WEBSTERROGERS FINANCIAL ADVISORS, LLC	10	10	0.29%	0.43%	0.73%	Q4 2020	Q1 2023	10
MA Private Wealth	5	5	0.05%	0.06%	0.08%	Q4 2018	Q1 2022	10
BERNZOTT CAPITAL ADVISORS	9	1	0.02%	0.18%	0.29%	Q2 2015	Q1 2021	10
Koss-Olinger Consulting, LLC	7	3	0.05%	0.20%	0.46%	Q1 2021	Q3 2023	10
Onyx Bridge Wealth Group LLC	10	10	0.12%	0.47%	1.81%	Q2 2021	Q3 2023	10
MACRO Consulting Group	8	2	0.32%	1.27%	2.23%	Q4 2018	Q2 2021	10
Blue Fin Capital, Inc.	10	10	0.08%	0.09%	0.09%	Q2 2021	Q3 2023	10
Bellwether Advisors, LLC	10	10	0.02%	0.10%	0.17%	Q4 2020	Q1 2023	10
Thrive Capital Management, LLC	10	10	0.17%	0.34%	0.61%	Q4 2020	Q1 2023	10
FIC CAPITAL INC	10	10	0.11%	0.24%	0.35%	Q2 2015	Q3 2017	10
Stanley-Laman Group, Ltd.	10	10	0.03%	0.04%	0.04%	Q2 2021	Q3 2023	10
MONEY CONCEPTS CAPITAL CORP	8	2	0.03%	0.24%	0.71%	Q4 2020	Q3 2023	10
CITY NATIONAL BANK	10	10	0.01%	0.01%	0.02%	Q2 2013	Q3 2015	10
Global Wealth Management Investment Advisory, Inc.	8	2	0.00%	0.04%	0.09%	Q4 2018	Q3 2023	10
LaFleur & Godfrey LLC	10	10	0.04%	0.06%	0.08%	Q2 2021	Q3 2023	10
1832 Asset Management L.P.	5	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	10
Janney Capital Management LLC	10	10	0.02%	0.02%	0.03%	Q3 2017	Q4 2019	10
QUANTRES ASSET MANAGEMENT Ltd	5	1	0.16%	0.46%	0.57%	Q3 2014	Q3 2018	10
EMFO, LLC	10	10	0.49%	0.68%	0.90%	Q2 2021	Q3 2023	10
LVZ, Inc.	6	4	0.03%	0.04%	0.04%	Q4 2020	Q3 2023	10
LBMC INVESTMENT ADVISORS, LLC	8	2	0.02%	1.01%	1.56%	Q3 2020	Q3 2023	10
Braver Wealth Management, LLC	6	1	0.04%	0.09%	0.16%	Q2 2013	Q4 2016	10
Alerus Investment Advisors Corp	10	10	0.00%	0.01%	0.06%	Q2 2013	Q3 2015	10
HYA Advisors, Inc	9	1	0.10%	0.13%	0.14%	Q4 2019	Q2 2022	10
Sunbelt Securities, Inc.	3	1	0.02%	0.12%	0.28%	Q4 2016	Q3 2023	10
Veracity Capital LLC	10	10	0.09%	0.20%	0.26%	Q2 2021	Q3 2023	10
Prentice Wealth Management LLC	5	5	17.96%	22.45%	25.39%	Q1 2021	Q3 2023	10
New Potomac Partners, LLC	10	10	0.01%	0.03%	0.03%	Q4 2017	Q1 2020	10
JBF Capital, Inc.	5	1	0.04%	0.44%	2.83%	Q1 2019	Q3 2023	10
Pinnacle Wealth Management Group, Inc.	10	10	0.24%	0.37%	0.47%	Q2 2021	Q3 2023	10
Salomon & Ludwin, LLC	8	2	0.00%	0.05%	0.11%	Q4 2019	Q3 2023	10
NORTHEAST INVESTMENT MANAGEMENT	8	1	0.02%	0.03%	0.08%	Q4 2013	Q3 2023	10
Vista Private Wealth Partners. LLC	10	10	0.48%	2.21%	3.01%	Q2 2021	Q3 2023	10
Bank of New Hampshire	10	10	0.15%	0.18%	0.24%	Q2 2021	Q3 2023	10
Eagle Bay Advisors LLC	10	10	0.16%	0.25%	0.43%	Q2 2021	Q3 2023	10
Syverson Strege & Co	10	10	0.04%	0.09%	0.15%	Q4 2020	Q1 2023	10
Adams Chetwood Wealth Management LLC	10	10	0.20%	0.25%	0.28%	Q4 2019	Q1 2022	10
Derbend Asset Management	10	10	0.35%	0.45%	0.57%	Q2 2021	Q3 2023	10
Braun-Bostich & Associates Inc.	7	3	0.01%	0.17%	0.51%	Q4 2017	Q2 2020	10
MATTERN CAPITAL MANAGEMENT, LLC	10	10	0.15%	0.16%	0.18%	Q2 2021	Q3 2023	10
Schiavi & Co LLC	10	10	0.12%	0.21%	0.28%	Q2 2021	Q3 2023	10
WESPAC Advisors, LLC	5	1	0.16%	0.35%	0.67%	Q4 2013	Q3 2023	10
Cardan Capital Partners, LLC	10	10	0.04%	0.04%	0.05%	Q2 2019	Q3 2021	10
WealthTrust Fairport, LLC	6	1	0.00%	0.01%	0.02%	Q3 2013	Q1 2019	10
Hill Investment Group Partners, LLC	10	10	0.45%	1.00%	2.24%	Q2 2021	Q3 2023	10
TRH Financial, LLC	9	1	0.23%	0.32%	0.46%	Q4 2019	Q2 2022	10
Westshore Wealth, LLC	10	10	0.27%	0.46%	0.64%	Q1 2021	Q2 2023	10
Insight Advisors, LLC/ PA	10	10	0.06%	0.08%	0.14%	Q2 2021	Q3 2023	10
Blue Barn Wealth, LLC	10	10	0.25%	0.31%	0.45%	Q2 2021	Q3 2023	10
Rappaport Reiches Capital Management, LLC	10	10	1.23%	1.67%	2.64%	Q2 2021	Q3 2023	10
Ameraudi Asset Management, Inc.	10	10	0.13%	0.14%	0.17%	Q2 2021	Q3 2023	10
Financial & Tax Architects, LLC	7	3	2.45%	3.89%	5.95%	Q1 2021	Q3 2023	10
LWS Wealth Advisors, Inc.	9	1	0.08%	0.12%	0.14%	Q4 2019	Q3 2023	10
CAPITAL CITY TRUST CO/FL	10	10	0.12%	0.13%	0.14%	Q2 2021	Q3 2023	10
Huber Financial Advisors, LLC	10	10	0.59%	1.34%	2.08%	Q4 2017	Q1 2020	10
MID CONTINENT CAPITAL LLC/IL	10	10	0.03%	0.03%	0.03%	Q2 2013	Q3 2015	10
GYL FINANCIAL SYNERGIES, LLC	10	10	0.11%	1.44%	3.03%	Q2 2021	Q3 2023	10
SWMG, LLC	6	4	2.34%	4.70%	6.16%	Q4 2020	Q2 2023	10
PSI Advisors, LLC	9	1	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	10
Stonebridge Financial Planning Group, LLC	10	10	0.10%	0.12%	0.14%	Q4 2019	Q1 2022	10
Pallas Capital Advisors LLC	10	10	0.08%	0.34%	1.10%	Q2 2021	Q3 2023	10
PACIFIC CAPITAL WEALTH ADVISORS, INC	9	1	0.01%	5.93%	8.89%	Q3 2020	Q3 2023	10
Clear Perspectives Financial Planning, LLC	10	10	0.73%	1.01%	1.15%	Q4 2020	Q1 2023	10
Marquette Asset Management, LLC	9	1	0.00%	0.03%	0.10%	Q1 2019	Q3 2023	10
NorthCoast Asset Management LLC	10	10	0.04%	0.05%	0.06%	Q2 2019	Q3 2021	10
HC FINANCIAL ADVISORS INC	10	10	0.03%	0.35%	0.84%	Q1 2020	Q2 2022	10
Mattern Wealth Management LLC	10	10	0.64%	0.73%	0.79%	Q2 2021	Q3 2023	10
Burns Matteson Capital Management, LLC	10	10	0.37%	0.69%	1.31%	Q1 2021	Q2 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.05%	0.07%	0.09%	Q1 2021	Q3 2023	10
Legacy Financial Advisors, Inc.	10	10	0.05%	0.47%	0.98%	Q2 2021	Q3 2023	10
CARRET ASSET MANAGEMENT, LLC	10	10	0.03%	0.03%	0.04%	Q1 2021	Q2 2023	10
Essex LLC	9	9	0.08%	0.08%	0.08%	Q3 2021	Q3 2023	9
Renaissance Technologies	4	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	9
STUDIO INVESTMENT MANAGEMENT LLC	9	9	0.29%	0.43%	0.72%	Q3 2021	Q3 2023	9
First City Capital Management, Inc.	9	9	0.23%	0.44%	0.50%	Q1 2021	Q1 2023	9
Elevated Capital Advisors, LLC	5	1	0.09%	0.10%	0.13%	Q4 2020	Q3 2023	9
Norinchukin Bank, The	9	9	1.17%	1.33%	1.49%	Q1 2020	Q1 2022	9
Whelan Financial	9	9	0.44%	0.87%	1.44%	Q3 2021	Q3 2023	9
Badgley Phelps Wealth Managers, LLC	9	9	0.30%	0.36%	0.39%	Q3 2021	Q3 2023	9
Sequoia Wealth Management, LLC	9	9	2.65%	6.41%	16.79%	Q4 2017	Q4 2019	9
ArchPoint Investors	9	9	0.13%	0.15%	0.18%	Q1 2019	Q1 2021	9
Agate Pass Investment Management, LLC	9	9	0.31%	0.33%	0.35%	Q4 2021	Q4 2023	9
CHERRYDALE WEALTH MANAGEMENT, LLC	9	9	20.21%	22.71%	25.28%	Q4 2021	Q4 2023	9
LAKE STREET PRIVATE WEALTH, LLC	9	9	0.08%	0.12%	0.14%	Q3 2021	Q3 2023	9
626 Financial, LLC	8	1	2.04%	2.27%	2.50%	Q1 2021	Q3 2023	9
BancFirst Trust & Investment Management	9	9	0.30%	0.67%	2.76%	Q4 2021	Q4 2023	9
SteelBridge Private Wealth Advisors LLC	9	9	3.77%	6.69%	10.03%	Q1 2016	Q1 2018	9
High Net Worth Advisory Group LLC	9	9	0.12%	0.22%	0.41%	Q4 2021	Q4 2023	9
Walker Asset Management, LLC	9	9	0.18%	0.20%	0.24%	Q4 2021	Q4 2023	9
Sanford Advisory Services, LLC	9	9	0.12%	0.20%	0.45%	Q4 2020	Q4 2022	9
Divergent Wealth Advisors	9	9	0.17%	0.21%	0.31%	Q3 2021	Q3 2023	9
McCarthy Grittinger Financial Group, LLC	9	9	0.17%	0.18%	0.19%	Q3 2021	Q3 2023	9
Renasant Bank	9	9	0.32%	1.60%	1.92%	Q3 2021	Q3 2023	9
Future Financial Wealth Managment LLC	8	1	0.23%	0.30%	0.36%	Q4 2020	Q3 2023	9
Asset Advisors Investment Management, LLC	9	9	0.07%	0.08%	0.09%	Q3 2021	Q3 2023	9
STONNINGTON GROUP, LLC	9	9	0.12%	0.13%	0.14%	Q1 2021	Q1 2023	9
Drexel Morgan & Co.	9	9	1.40%	2.17%	3.55%	Q2 2019	Q2 2021	9
Squar Milner Financial Services LLC	7	2	0.04%	0.23%	0.41%	Q4 2017	Q1 2020	9
Parcion Private Wealth LLC	9	9	0.03%	0.05%	0.13%	Q4 2019	Q4 2021	9
Capital Group Private Client Services, Inc.	9	9	0.01%	0.05%	0.07%	Q3 2021	Q3 2023	9
FLAGSTAR ADVISORS INC	9	9	0.79%	0.90%	1.15%	Q3 2021	Q3 2023	9
Evanston Investments, Inc., dba Evanston Advisors	7	2	0.07%	0.25%	0.32%	Q3 2013	Q3 2016	9
GRIES FINANCIAL LLC	9	9	0.72%	0.89%	1.17%	Q3 2021	Q3 2023	9
CHILTON INVESTMENT CO INC.	9	9	0.20%	0.26%	0.31%	Q3 2021	Q3 2023	9
Willis Johnson & Associates, Inc.	8	1	0.06%	0.10%	0.15%	Q4 2020	Q3 2023	9
Curi Wealth Management, LLC	8	1	0.00%	0.04%	0.08%	Q4 2020	Q3 2023	9
Formidable Asset Management, LLC	9	9	0.01%	0.01%	0.01%	Q3 2013	Q3 2015	9
Wealth Alliance Advisory Group, LLC	5	4	0.13%	5.11%	7.86%	Q4 2017	Q3 2023	9
Brookmont Capital Management	9	9	0.29%	0.46%	1.29%	Q1 2020	Q1 2022	9
SVB Investment Services Inc.	9	9	0.12%	0.42%	0.81%	Q4 2019	Q4 2021	9
Curtis Advisory Group, LLC	6	3	0.07%	0.45%	0.67%	Q4 2020	Q3 2023	9
Financial Advantage, Inc.	7	1	0.07%	0.16%	0.88%	Q1 2014	Q2 2020	9
Vestmark Advisory Solutions, Inc.	6	1	0.02%	0.64%	2.93%	Q1 2020	Q3 2023	9
STRATEGY ASSET MANAGERS LLC	4	1	0.05%	0.06%	0.10%	Q2 2020	Q3 2023	9
Hillview Capital Advisors, LLC	6	1	0.35%	1.93%	2.84%	Q4 2015	Q2 2018	9
U.S. Capital Wealth Advisors, LLC	9	9	0.89%	1.01%	1.22%	Q3 2021	Q3 2023	9
Investors Financial Group, LLC	9	9	7.44%	8.14%	9.29%	Q4 2019	Q4 2021	9
Spotlight Asset Group, Inc.	6	1	0.06%	0.14%	0.20%	Q4 2019	Q3 2023	9
ARROW FINANCIAL CORP	6	3	0.00%	0.01%	0.02%	Q2 2013	Q4 2021	9
Independent Order of Foresters	9	9	39.21%	39.70%	40.03%	Q3 2021	Q3 2023	9
First Pacific Financial	9	9	0.22%	0.82%	2.32%	Q3 2021	Q3 2023	9
Elo Mutual Pension Insurance Co	9	9	4.53%	5.92%	6.59%	Q3 2018	Q3 2020	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.01%	0.02%	0.03%	Q2 2013	Q2 2015	9
Souders Financial Advisors	9	9	0.06%	0.08%	0.10%	Q3 2020	Q3 2022	9
Cypress Wealth Advisors LLC	9	9	0.57%	0.77%	1.58%	Q2 2015	Q2 2017	9
FIRST TRUST ADVISORS LP	1	1	0.00%	0.00%	0.01%	Q4 2013	Q4 2022	9
Abbot Financial Management, Inc.	6	3	0.12%	0.17%	0.27%	Q2 2019	Q4 2021	9
HawsGoodwin Investment Management LLC	9	9	0.00%	0.00%	0.00%	Q4 2019	Q4 2021	9
Richard P Slaughter Associates Inc	6	1	0.09%	0.31%	0.49%	Q4 2019	Q4 2023	9
STRATTON MANAGEMENT CO	9	9	0.01%	0.03%	0.06%	Q3 2013	Q3 2015	9
Newman & Schimel, LLC	9	9	11.50%	15.41%	18.59%	Q4 2020	Q4 2022	9
Whitcomb & Hess, Inc.	9	9	0.18%	0.20%	0.22%	Q3 2021	Q3 2023	9
Miramar Fiduciary Corp	5	4	3.15%	30.26%	76.58%	Q4 2018	Q3 2021	9
IndexIQ Advisors LLC	9	9	0.00%	0.84%	2.10%	Q4 2016	Q4 2018	9
SUSQUEHANNA TRUST & INVESTMENT CO	9	9	0.18%	0.20%	0.23%	Q2 2013	Q2 2015	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.07%	0.11%	0.14%	Q4 2019	Q3 2023	9
Jordan Park Group LLC	8	1	0.02%	0.11%	0.17%	Q1 2020	Q3 2023	9
JFG Wealth Management, LLC	9	9	0.70%	0.84%	1.08%	Q3 2021	Q3 2023	9
RIVERSEDGE ADVISORS, LLC	9	9	0.07%	0.10%	0.11%	Q3 2021	Q3 2023	9
FURE FINANCIAL CORP	7	1	0.00%	9.35%	21.49%	Q4 2019	Q2 2022	9
Fort Sheridan Advisors LLC	9	9	0.08%	0.08%	0.10%	Q3 2021	Q3 2023	9
Kozak & Associates, Inc.	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
DIVIDEND ASSETS CAPITAL, LLC	6	1	0.01%	0.01%	0.02%	Q3 2013	Q3 2023	9
OptiFour Integrated Wealth Management, LLC	9	9	8.00%	9.79%	11.11%	Q4 2017	Q4 2019	9
DELPHI FINANCIAL GROUP, INC.	9	9	10.48%	17.70%	26.17%	Q4 2020	Q4 2022	9
B&D White Capital Company, LLC	7	2	0.05%	2.91%	10.87%	Q4 2020	Q1 2023	9
Welch Group, LLC	5	4	0.02%	0.04%	0.20%	Q4 2018	Q3 2023	9
WEST BANCORPORATION INC	5	4	0.12%	0.29%	0.54%	Q4 2019	Q4 2022	9
SAM Advisors, LLC	9	9	28.30%	30.14%	33.58%	Q3 2021	Q3 2023	9
Cutter & CO Brokerage, Inc.	5	4	0.05%	0.07%	0.08%	Q2 2021	Q3 2023	9
AVIANCE CAPITAL MANAGEMENT, LLC	6	3	0.00%	0.12%	0.56%	Q4 2016	Q1 2019	9
Stanford Investment Group, Inc.	9	9	0.08%	0.10%	0.12%	Q4 2014	Q4 2016	9
Highmount Capital, LLC	9	9	1.66%	2.77%	3.24%	Q2 2013	Q2 2015	9
CFS Investment Advisory Services, LLC	5	1	0.07%	0.35%	1.78%	Q4 2020	Q3 2023	9
Wescott Financial Advisory Group, LLC	9	9	0.15%	0.24%	0.33%	Q3 2021	Q3 2023	9
Wealth Advisors of Iowa, LLC	7	2	0.10%	1.72%	4.20%	Q1 2020	Q2 2022	9
Sandbox Financial Partners, LLC	9	9	0.14%	0.22%	0.26%	Q3 2021	Q3 2023	9
FSB PREMIER WEALTH MANAGEMENT, INC.	6	3	0.11%	0.13%	0.15%	Q4 2020	Q3 2023	9
Tenret Co LLC	9	9	4.02%	4.40%	4.80%	Q2 2021	Q2 2023	9
PENOBSCOT WEALTH MANAGEMENT	9	9	0.38%	0.42%	0.47%	Q3 2021	Q3 2023	9
Five Oceans Advisors	9	9	1.99%	2.65%	4.23%	Q3 2021	Q3 2023	9
Fort Henry Capital, LLC	9	9	0.21%	1.01%	1.84%	Q3 2021	Q3 2023	9
JB Capital LLC	9	9	0.03%	0.03%	0.04%	Q3 2021	Q3 2023	9
Riverwater Partners LLC	9	9	0.30%	0.38%	0.67%	Q4 2021	Q4 2023	9
Pantheon Investment Group, LLC	9	9	0.42%	1.88%	11.25%	Q4 2019	Q4 2021	9
Financial Council Asset Management Inc	9	9	0.34%	0.61%	0.80%	Q3 2021	Q3 2023	9
ARS Wealth Advisors Group, LLC	9	9	0.04%	0.08%	0.11%	Q3 2021	Q3 2023	9
Canvas Wealth Advisors, LLC	8	8	0.11%	0.29%	0.40%	Q4 2021	Q3 2023	8
Empowered Funds, LLC	6	2	0.08%	0.53%	2.22%	Q3 2021	Q3 2023	8
WealthStone, Inc.	8	8	0.24%	1.67%	4.62%	Q2 2019	Q1 2021	8
SOUTH GEORGIA CAPITAL, LLC	8	8	0.00%	0.00%	0.01%	Q4 2013	Q3 2015	8
Advance Capital Management, Inc.	8	8	0.05%	0.09%	0.13%	Q4 2021	Q3 2023	8
NATIONAL BANK OF CANADA /FI/	8	8	0.01%	0.02%	0.03%	Q4 2021	Q3 2023	8
Sage Advisory Services, Ltd.Co.	4	1	0.06%	0.21%	0.87%	Q2 2017	Q1 2023	8
Arvest Bank Trust Division	7	1	0.03%	0.30%	1.04%	Q1 2016	Q3 2021	8
Ruggie Capital Group	7	1	0.02%	0.08%	0.14%	Q3 2015	Q4 2018	8
NORWOOD FINANCIAL CORP	8	8	0.78%	0.89%	1.06%	Q4 2021	Q3 2023	8
AlphaStar Capital Management, LLC	7	1	0.17%	0.32%	0.64%	Q4 2017	Q1 2023	8
Integrated Wealth Management	4	4	0.12%	0.16%	0.18%	Q1 2015	Q1 2017	8
River Wealth Advisors LLC	5	3	0.03%	0.06%	0.08%	Q2 2018	Q3 2023	8
MDE Group	8	8	2.14%	5.88%	9.48%	Q2 2013	Q1 2015	8
HAP Trading, LLC	4	1	0.00%	0.02%	0.11%	Q4 2020	Q2 2023	8
Optimal Asset Management, Inc.	8	8	0.05%	0.15%	0.22%	Q4 2019	Q3 2021	8
Avant Capital LLC	8	8	3.25%	3.35%	3.51%	Q4 2021	Q3 2023	8
Blooom, Inc.	8	8	16.98%	21.19%	29.35%	Q4 2020	Q3 2022	8
Smith, Salley & Associates	8	8	0.16%	0.18%	0.22%	Q4 2021	Q3 2023	8
Sumitomo Mitsui Trust Holdings, Inc.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Index Fund Advisors, Inc.	8	8	0.22%	0.43%	0.82%	Q4 2021	Q3 2023	8
Fiduciary Wealth Partners, LLC	8	8	0.27%	0.33%	0.45%	Q4 2015	Q3 2017	8
Threshold Group LLC	8	8	0.78%	0.97%	1.40%	Q4 2015	Q3 2017	8
Well Done, LLC	5	1	0.00%	0.21%	0.37%	Q1 2018	Q4 2022	8
Kinsale Capital Group, Inc.	8	8	39.34%	54.95%	65.96%	Q4 2021	Q3 2023	8
Silicon Valley Capital Partners	4	4	0.02%	0.03%	0.05%	Q2 2021	Q3 2023	8
PALLADIUM PARTNERS LLC	6	1	0.01%	0.01%	0.02%	Q1 2014	Q1 2022	8
Pinnacle Family Advisors, LLC	8	8	0.13%	0.39%	0.81%	Q4 2021	Q3 2023	8
American Financial Network Advisory Services LLC	8	8	0.17%	0.24%	0.33%	Q3 2017	Q2 2019	8
Guidant Wealth Advisors	4	4	0.66%	1.08%	1.88%	Q3 2016	Q3 2019	8
K.J. Harrison & Partners Inc	4	4	0.10%	0.69%	2.48%	Q1 2018	Q4 2021	8
Faithward Advisors, LLC	7	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	8
Migdal Insurance & Financial Holdings Ltd.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
RB Capital Management, LLC	8	8	0.01%	0.71%	0.99%	Q4 2016	Q3 2018	8
RS CRUM INC.	8	8	0.65%	1.20%	1.99%	Q4 2021	Q3 2023	8
Radnor Capital Management, LLC	5	1	0.06%	0.11%	0.13%	Q4 2020	Q3 2023	8
Dalton Investments LLC	8	8	0.13%	0.68%	0.98%	Q2 2013	Q1 2015	8
Moloney Securities Asset Management, LLC	8	8	0.28%	0.58%	1.28%	Q4 2021	Q3 2023	8
Heritage Way Advisors, LLC	8	8	0.90%	0.94%	1.00%	Q1 2020	Q4 2021	8
Watermark Asset Management, Inc.	8	8	2.28%	3.42%	4.76%	Q1 2017	Q4 2018	8
Relative Value Partners, LLC	8	8	3.18%	3.92%	5.12%	Q2 2013	Q1 2015	8
EverSource Wealth Advisors, LLC	8	8	1.61%	2.69%	4.37%	Q4 2021	Q3 2023	8
BHK Investment Advisors, LLC	8	8	0.27%	0.33%	0.41%	Q4 2017	Q3 2019	8
AlphaMark Advisors, LLC	7	1	0.00%	0.00%	0.00%	Q2 2013	Q3 2022	8
Opus Capital Group, LLC	8	8	0.06%	0.10%	0.39%	Q4 2021	Q3 2023	8
MARSHALL WACE, LLP	3	1	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	8
Qube Research & Technologies Ltd	6	1	0.00%	0.02%	0.09%	Q4 2021	Q3 2023	8
Douglass Winthrop Advisors, LLC	7	1	0.01%	0.02%	0.02%	Q1 2018	Q2 2020	8
SeaBridge Investment Advisors LLC	7	1	0.01%	0.01%	0.01%	Q2 2015	Q3 2019	8
Country Club Trust Company, n.a.	8	8	1.56%	2.52%	2.90%	Q1 2020	Q4 2021	8
Solstein Capital, LLC	8	8	0.16%	0.40%	0.76%	Q3 2020	Q2 2022	8
Rice Partnership, LLC	5	1	0.02%	0.25%	0.46%	Q3 2019	Q3 2023	8
PEOPLES BANK /OH	4	1	0.11%	0.16%	0.30%	Q4 2018	Q3 2023	8
Financial Gravity Asset Management, Inc.	4	1	0.01%	0.09%	0.14%	Q1 2018	Q3 2023	8
Aquire Wealth Advisors, LLC	8	8	0.69%	1.55%	3.59%	Q4 2021	Q3 2023	8
COUNTRY TRUST BANK	8	8	0.00%	0.01%	0.02%	Q1 2021	Q4 2022	8
Heritage Financial Services, LLC	8	8	0.32%	0.45%	0.54%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.67%	0.69%	0.70%	Q2 2013	Q1 2015	8
Bell Rock Capital LLC	8	8	0.00%	0.00%	0.01%	Q4 2016	Q3 2018	8
Kavar Capital Partners, LLC	3	1	0.02%	0.04%	0.06%	Q4 2013	Q2 2019	8
OKABENA INVESTMENT SERVICES INC	8	8	0.16%	0.22%	0.32%	Q4 2021	Q3 2023	8
LEO BROKERAGE, LLC	4	2	0.08%	0.19%	0.37%	Q4 2020	Q2 2023	8
RATIONAL ADVISORS LLC	8	8	0.28%	1.20%	2.10%	Q1 2020	Q4 2021	8
Yarbrough Capital, LLC	8	8	3.88%	4.32%	5.16%	Q4 2021	Q3 2023	8
FAYEZ SAROFIM & CO	8	8	0.03%	0.03%	0.03%	Q4 2021	Q3 2023	8
MORGAN JESS S & CO INC	8	8	0.64%	0.87%	1.03%	Q4 2020	Q3 2022	8
DOLIVER ADVISORS, LP	3	2	0.20%	0.75%	1.41%	Q1 2021	Q2 2023	8
Your Advocates Ltd., LLP	8	8	0.00%	0.01%	0.05%	Q4 2021	Q3 2023	8
Cornerstone Wealth Group, LLC	8	8	0.05%	0.78%	2.12%	Q4 2021	Q3 2023	8
MONOGRAPH WEALTH ADVISORS, LLC	8	8	1.32%	1.63%	1.91%	Q4 2021	Q3 2023	8
FIRST COMMUNITY TRUST NA	8	8	0.49%	0.59%	0.66%	Q4 2021	Q3 2023	8
MOULTON WEALTH MANAGEMENT, INC	7	1	1.32%	3.80%	6.34%	Q4 2019	Q2 2022	8
HOEY INVESTMENTS, INC	8	8	0.00%	0.01%	0.01%	Q4 2021	Q3 2023	8
WJ Wealth Management, LLC	8	8	0.21%	1.10%	2.00%	Q2 2020	Q1 2022	8
Apeiron RIA LLC	8	8	0.17%	0.29%	0.53%	Q4 2021	Q3 2023	8
TI-TRUST, INC	8	8	6.18%	6.99%	7.71%	Q4 2021	Q3 2023	8
Lloyd Advisory Services, LLC.	5	3	0.00%	0.78%	2.19%	Q4 2019	Q3 2022	8
Moser Wealth Advisors, LLC	6	2	0.00%	0.01%	0.02%	Q3 2021	Q3 2023	8
Filbrandt Wealth Management, LLC	8	8	0.02%	0.28%	0.75%	Q4 2019	Q3 2021	8
SATOVSKY ASSET MANAGEMENT LLC	8	8	0.55%	3.00%	4.39%	Q4 2021	Q3 2023	8
Revolve Wealth Partners, LLC	8	8	0.29%	6.30%	17.68%	Q4 2021	Q3 2023	8
Trinity Financial Advisors LLC	5	1	0.30%	8.20%	21.84%	Q4 2020	Q3 2023	8
RTD Financial Advisors, Inc.	8	8	0.05%	0.08%	0.16%	Q4 2021	Q3 2023	8
Horizon Wealth Management, LLC	8	8	3.43%	6.78%	11.04%	Q4 2021	Q3 2023	8
Scarborough Advisors, LLC	8	8	4.87%	6.23%	7.51%	Q4 2021	Q3 2023	8
Praetorian Wealth Management, Inc.	6	2	0.17%	0.41%	1.03%	Q2 2020	Q4 2022	8
Advisor Resource Council	5	3	0.18%	0.49%	0.90%	Q2 2021	Q3 2023	8
Mechanics Financial Corp	8	8	0.10%	0.10%	0.11%	Q4 2021	Q3 2023	8
WIPFLI FINANCIAL ADVISORS LLC,	8	8	0.04%	0.08%	0.19%	Q4 2020	Q3 2022	8
Rise Advisors, LLC	8	8	0.10%	0.12%	0.16%	Q4 2021	Q3 2023	8
Wealthstream Advisors, Inc.	8	8	2.02%	2.31%	2.60%	Q4 2021	Q3 2023	8
Oak Harvest Investment Services	7	1	0.05%	0.08%	0.18%	Q4 2020	Q2 2023	8
M. Kulyk & Associates, LLC	7	1	0.07%	0.10%	0.13%	Q3 2021	Q3 2023	8
Compton Financial Group, LLC	8	8	0.11%	0.11%	0.13%	Q4 2021	Q3 2023	8
SAGE PRIVATE WEALTH GROUP, LLC	8	8	0.08%	0.11%	0.18%	Q4 2020	Q3 2022	8
FIRETHORN WEALTH PARTNERS, LLC	8	8	0.22%	0.24%	0.31%	Q4 2021	Q3 2023	8
MBL Wealth, LLC	6	2	0.03%	0.09%	0.22%	Q4 2020	Q3 2023	8
Round Rock Advisors, LLC	8	8	0.32%	0.36%	0.46%	Q4 2021	Q3 2023	8
Platt Investment Counsel, LLC	8	8	0.53%	1.12%	3.76%	Q4 2020	Q3 2022	8
NewEdge Wealth, LLC	8	8	0.36%	0.46%	0.69%	Q4 2021	Q3 2023	8
Clarity Financial LLC	3	2	0.03%	0.05%	0.08%	Q2 2021	Q3 2023	8
Keystone Financial Services	8	8	0.46%	0.55%	0.80%	Q4 2021	Q3 2023	8
FourThought Financial, LLC	8	8	0.02%	0.21%	0.36%	Q4 2020	Q3 2022	8
Keystone Wealth Services, LLC	8	8	0.19%	0.22%	0.30%	Q4 2021	Q3 2023	8
SELDON CAPITAL LP	8	8	6.69%	9.27%	11.08%	Q4 2021	Q3 2023	8
C2C Wealth Management, LLC	8	8	0.06%	0.08%	0.08%	Q4 2021	Q3 2023	8
Gordian Capital Singapore Pte Ltd	8	8	0.00%	0.08%	0.38%	Q4 2021	Q3 2023	8
Level Financial Advisors	8	8	0.16%	1.57%	2.37%	Q4 2021	Q3 2023	8
Treynor Bancshares, Inc.	8	8	2.02%	2.33%	2.84%	Q4 2021	Q3 2023	8
Heritage Investment Group, Inc.	8	8	0.30%	0.56%	1.12%	Q4 2021	Q3 2023	8
Activest Wealth Management	6	1	0.05%	0.60%	1.21%	Q1 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.01%	0.01%	0.03%	Q3 2021	Q3 2023	8
Holland Advisory Services, Inc.	8	8	1.56%	1.78%	2.10%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
MARYLAND CAPITAL ADVISORS INC.	8	8	7.35%	9.04%	10.71%	Q4 2021	Q3 2023	8
MBB PUBLIC MARKETS I LLC	8	8	2.10%	31.06%	46.98%	Q4 2021	Q3 2023	8
Tanager Wealth Management LLP	8	8	16.11%	21.67%	30.31%	Q4 2021	Q3 2023	8
Atlantic Private Wealth, LLC	8	8	10.98%	12.29%	13.20%	Q4 2021	Q3 2023	8
NorthCrest Asset Manangement, LLC	8	8	0.02%	0.15%	0.26%	Q4 2021	Q3 2023	8
DMC Group, LLC	8	8	0.26%	0.35%	0.47%	Q4 2021	Q3 2023	8
Helen Stephens Group, LLC	8	8	0.46%	0.56%	0.80%	Q4 2021	Q3 2023	8
Collaborative Wealth Managment Inc.	6	1	1.27%	1.56%	1.89%	Q1 2021	Q3 2023	8
SBB Research Group LLC	8	8	3.75%	16.11%	29.86%	Q4 2021	Q3 2023	8
Paladin Advisory Group, LLC	8	8	1.02%	1.13%	1.36%	Q4 2021	Q3 2023	8
Washington Trust Advisors, Inc.	8	8	0.30%	0.35%	0.41%	Q4 2021	Q3 2023	8
Cross Staff Investments Inc	8	8	0.48%	0.79%	0.92%	Q4 2021	Q3 2023	8
Geometric Wealth Advisors	8	8	0.30%	0.64%	2.71%	Q4 2021	Q3 2023	8
Amplius Wealth Advisors, LLC	8	8	0.12%	0.15%	0.20%	Q4 2021	Q3 2023	8
Delphia (USA) Inc.	8	8	0.38%	9.51%	68.94%	Q4 2021	Q3 2023	8
Ameritas Advisory Services, LLC	8	8	0.47%	0.56%	0.75%	Q4 2021	Q3 2023	8
GUARDIAN WEALTH ADVISORS, LLC / NC	8	8	0.19%	0.28%	0.54%	Q4 2021	Q3 2023	8
KEB ASSET MANAGEMENT, LLC	8	8	0.44%	0.61%	0.77%	Q4 2021	Q3 2023	8
Long Run Wealth Advisors, LLC	8	8	0.19%	0.26%	0.35%	Q4 2021	Q3 2023	8
ML & R WEALTH MANAGEMENT LLC	8	8	0.26%	0.45%	0.74%	Q4 2021	Q3 2023	8
Wilson & Boucher Capital Management, LLC	8	8	5.65%	6.11%	6.58%	Q4 2021	Q3 2023	8
Martin Capital Advisors, LLP	8	8	3.43%	3.75%	4.38%	Q4 2021	Q3 2023	8
DOPKINS WEALTH MANAGEMENT, LLC	8	8	0.24%	0.28%	0.30%	Q4 2021	Q3 2023	8
Stonegate Investment Group, LLC	8	8	0.08%	0.14%	0.16%	Q4 2021	Q3 2023	8
Wedmont Private Capital	8	8	3.10%	3.88%	5.22%	Q4 2021	Q3 2023	8
Wick Capital Partners, LLC	8	8	0.76%	8.98%	13.86%	Q4 2021	Q3 2023	8
Cassady Schiller Wealth Management, LLC	8	8	0.56%	0.65%	0.90%	Q4 2021	Q3 2023	8
Endowment Wealth Management, Inc.	8	8	3.86%	5.09%	6.36%	Q4 2021	Q3 2023	8
Manhattan West Asset Management, LLC	8	8	0.29%	0.47%	0.57%	Q4 2021	Q3 2023	8
DBK Financial Counsel, LLC	8	8	4.20%	4.97%	6.26%	Q4 2021	Q3 2023	8
Congress Wealth Management LLC / DE /	8	8	0.03%	0.07%	0.19%	Q4 2021	Q3 2023	8
CLARIS ADVISORS, LLC / MO /	8	8	0.32%	0.39%	0.46%	Q4 2021	Q3 2023	8
American Trust	8	8	0.19%	0.28%	0.41%	Q4 2021	Q3 2023	8
Morling Financial Advisors, LLC	8	8	7.75%	11.00%	15.22%	Q4 2021	Q3 2023	8
Orcam Financial Group	8	8	0.64%	1.45%	3.69%	Q4 2021	Q3 2023	8
Waypoint Capital Advisors, LLC	8	8	0.78%	1.05%	1.87%	Q4 2021	Q3 2023	8
CAPITAL PERFORMANCE ADVISORS LLP	8	8	1.58%	1.79%	2.12%	Q4 2021	Q3 2023	8
Melone Private Wealth, LLC	8	8	0.36%	0.59%	0.97%	Q4 2021	Q3 2023	8
Conrad Siegel Investment Advisors, Inc.	8	8	0.15%	0.35%	0.77%	Q4 2021	Q3 2023	8
Pinnacle Financial Group, LLC / IL	8	8	0.40%	0.45%	0.50%	Q4 2021	Q3 2023	8
Wealth Management Solutions, LLC	8	8	0.26%	0.61%	1.14%	Q4 2021	Q3 2023	8
Anson Capital, Inc.	8	8	0.47%	0.67%	0.98%	Q4 2021	Q3 2023	8
BRIGGS ADVISORY GROUP, INC.	8	8	0.42%	2.62%	4.27%	Q4 2021	Q3 2023	8
Widmann Financial Services, Inc.	8	8	0.20%	0.23%	0.27%	Q4 2021	Q3 2023	8
OLIO Financial Planning	8	8	23.19%	24.19%	25.56%	Q4 2021	Q3 2023	8
Silver Oak Advisory Group, Inc.	8	8	4.37%	4.62%	4.92%	Q4 2021	Q3 2023	8
Evolution Advisers, Inc.	8	8	0.03%	0.05%	0.08%	Q4 2021	Q3 2023	8
NCM Capital Management, LLC	8	8	0.52%	0.62%	0.85%	Q4 2021	Q3 2023	8
Western Pacific Wealth Management, LP	8	8	0.00%	0.02%	0.04%	Q4 2021	Q3 2023	8
Sonora Investment Management Group, LLC	8	8	0.03%	0.05%	0.07%	Q4 2021	Q3 2023	8
OLIVER LAGORE VANVALIN INVESTMENT GROUP	8	8	0.00%	0.07%	0.20%	Q4 2021	Q3 2023	8
Eagle Strategies LLC	8	8	0.18%	0.31%	0.46%	Q4 2021	Q3 2023	8
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	8	8	0.48%	0.52%	0.62%	Q4 2021	Q3 2023	8
SC&H Financial Advisors, Inc.	8	8	0.28%	0.58%	0.76%	Q4 2021	Q3 2023	8
Von Berge Wealth Management Group, LLC	8	8	2.08%	2.11%	2.21%	Q4 2021	Q3 2023	8
Fortress Wealth Management, Inc.	8	8	1.23%	1.58%	1.96%	Q4 2021	Q3 2023	8
UNIONVIEW, LLC	8	8	0.61%	0.66%	0.73%	Q4 2021	Q3 2023	8
AIRE ADVISORS, LLC	8	8	0.14%	0.21%	0.41%	Q4 2021	Q3 2023	8
Missouri Trust & Investment Co	8	8	0.01%	0.06%	0.10%	Q4 2021	Q3 2023	8
Stone Point Wealth LLC	8	8	1.01%	1.25%	1.38%	Q4 2021	Q3 2023	8
Sandy Cove Advisors, LLC	8	8	0.43%	1.29%	2.96%	Q4 2021	Q3 2023	8
WealthCare Investment Partners, LLC	8	8	0.32%	0.50%	0.99%	Q4 2021	Q3 2023	8
LifeGuide Financial Advisors, LLC	8	8	2.86%	5.73%	8.62%	Q4 2021	Q3 2023	8
Kearns & Associates LLC	8	8	22.36%	24.00%	26.11%	Q4 2021	Q3 2023	8
Perfromance Wealth Partners, LLC	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
Starfox Financial Services, LLC	8	8	14.88%	17.05%	20.73%	Q4 2021	Q3 2023	8
SFG Wealth Management, LLC.	8	8	0.83%	1.23%	1.47%	Q4 2021	Q3 2023	8
Beaird Harris Wealth Management, LLC	8	8	0.53%	0.72%	0.97%	Q4 2021	Q3 2023	8
Carson Advisory Inc.	8	8	0.41%	0.56%	0.74%	Q4 2021	Q3 2023	8
Pitti Group Wealth Management, LLC	8	8	6.29%	6.96%	7.44%	Q4 2021	Q3 2023	8
Operose Advisors LLC	8	8	2.79%	8.19%	12.74%	Q4 2021	Q3 2023	8
Zullo Investment Group, Inc.	8	8	0.00%	0.14%	0.20%	Q4 2021	Q3 2023	8
SINECERA CAPITAL, LLC	8	8	17.84%	22.66%	26.99%	Q4 2021	Q3 2023	8
Covestor Ltd	8	8	0.52%	0.78%	1.00%	Q4 2021	Q3 2023	8
WEST MICHIGAN ADVISORS, LLC	8	8	0.22%	2.45%	9.60%	Q4 2021	Q3 2023	8
DIXON FNANCIAL SERVICES, INC.	8	8	0.19%	0.27%	0.33%	Q4 2021	Q3 2023	8
CARDIFF PARK ADVISORS, LLC	8	8	11.08%	12.02%	12.86%	Q4 2021	Q3 2023	8
Archvest Wealth Advisors, Inc.	8	8	1.02%	1.33%	1.61%	Q4 2021	Q3 2023	8
CARL STUART INVESTMENT ADVISOR, INC	8	8	9.80%	41.67%	47.55%	Q4 2021	Q3 2023	8
Chemistry Wealth Management LLC	8	8	0.11%	0.24%	1.07%	Q4 2021	Q3 2023	8
COOK WEALTH MANAGEMENT GROUP LLC	8	8	0.58%	0.78%	1.51%	Q4 2021	Q3 2023	8
Guardian Wealth Management, Inc.	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
Fingerlakes Wealth Management, Inc.	8	8	3.79%	3.86%	3.93%	Q4 2021	Q3 2023	8
Investment Advisory Group, LLC	8	8	0.21%	0.53%	0.76%	Q4 2021	Q3 2023	8
Next Level Private LLC	8	8	0.13%	0.80%	1.07%	Q4 2021	Q3 2023	8
Unconventional Investor, LLC	8	8	32.03%	35.49%	39.13%	Q4 2021	Q3 2023	8
Prosperity Consulting Group, LLC	8	8	0.18%	0.50%	0.70%	Q4 2021	Q3 2023	8
Confluence Wealth Services, Inc.	8	8	0.18%	0.26%	0.38%	Q4 2021	Q3 2023	8
Axiom Advisory, LLC	8	8	2.45%	2.71%	3.22%	Q4 2021	Q3 2023	8
Red Tortoise LLC	4	4	0.16%	0.18%	0.21%	Q3 2021	Q3 2023	8
PARAGON FINANCIAL PARTNERS, INC.	8	8	0.38%	0.42%	0.44%	Q4 2021	Q3 2023	8
Intelligent Financial Strategies	8	8	3.38%	4.66%	5.50%	Q4 2021	Q3 2023	8
5th Street Advisors, LLC	8	8	9.54%	13.04%	18.53%	Q4 2021	Q3 2023	8
AXXCESS WEALTH MANAGEMENT, LLC	8	8	0.17%	0.26%	0.38%	Q4 2021	Q3 2023	8
Spinnaker Investment Group, LLC	8	8	0.08%	0.88%	1.12%	Q4 2021	Q3 2023	8
HFG Advisors, Inc.	8	8	1.97%	2.15%	2.31%	Q4 2021	Q3 2023	8
PURSUE WEALTH PARTNERS LLC	8	8	0.37%	0.49%	0.58%	Q4 2021	Q3 2023	8
ADAMSBROWN WEALTH CONSULTANTS LLC	8	8	0.24%	0.36%	0.60%	Q4 2021	Q3 2023	8
HB Wealth Management, LLC	8	8	23.15%	25.72%	29.89%	Q4 2021	Q3 2023	8
Treasure Coast Financial Planning	8	8	1.77%	2.51%	3.92%	Q4 2021	Q3 2023	8
Intergy Private Wealth, LLC	8	8	0.54%	0.70%	1.10%	Q4 2021	Q3 2023	8
O'ROURKE & COMPANY, Inc	8	8	1.62%	1.82%	2.00%	Q4 2021	Q3 2023	8
Ulland Investment Advisors, LLC	8	8	0.08%	0.11%	0.24%	Q4 2021	Q3 2023	8
Autumn Glory Partners, LLC	8	8	0.32%	1.80%	4.06%	Q4 2021	Q3 2023	8
Family CFO Inc	8	8	21.51%	24.67%	28.92%	Q4 2021	Q3 2023	8
Vantage Financial Partners, LLC	8	8	0.50%	0.62%	0.72%	Q4 2021	Q3 2023	8
Forum Financial Management, LP	8	8	0.08%	0.10%	0.13%	Q4 2021	Q3 2023	8
Capasso Planning Partners LLC	8	8	1.31%	1.62%	1.91%	Q4 2021	Q3 2023	8
OAK HARBOR WEALTH PARTNERS, LLC	8	8	0.00%	0.02%	0.06%	Q4 2021	Q3 2023	8
Rainsberger Wealth Advisors, Inc.	8	8	1.80%	1.99%	2.18%	Q4 2021	Q3 2023	8
Resurgent Financial Advisors LLC	8	8	0.27%	0.53%	0.76%	Q4 2021	Q3 2023	8
Key Client Fiduciary Advisors, LLC	8	8	0.58%	0.75%	0.97%	Q4 2021	Q3 2023	8
Ascent Group, LLC	8	8	0.13%	0.16%	0.19%	Q4 2021	Q3 2023	8
FirstPurpose Wealth LLC	8	8	0.48%	0.70%	1.46%	Q4 2021	Q3 2023	8
Security Financial Services, INC.	8	8	0.39%	0.58%	0.99%	Q4 2021	Q3 2023	8
Bill Few Associates, Inc.	8	8	0.41%	0.49%	0.60%	Q4 2021	Q3 2023	8
Latigo Investments, LLC	8	8	10.45%	11.97%	13.02%	Q4 2021	Q3 2023	8
Clientfirst Wealth Management, LLC	8	8	0.23%	0.27%	0.32%	Q4 2021	Q3 2023	8
Brooklyn FI, LLC	8	8	5.74%	8.58%	9.88%	Q4 2021	Q3 2023	8
My Personal CFO, LLC	8	8	7.66%	10.59%	12.18%	Q4 2021	Q3 2023	8
Aspire Wealth Management Corp	8	8	0.08%	0.47%	3.07%	Q4 2021	Q3 2023	8
Mason & Associates Inc	8	8	0.20%	0.46%	1.77%	Q4 2021	Q3 2023	8
Integrity Financial Corp /WA	8	8	0.07%	0.10%	0.14%	Q4 2021	Q3 2023	8
Fortune 45 LLC	8	8	0.74%	0.84%	0.99%	Q4 2021	Q3 2023	8
Smallwood Wealth Investment Management, LLC	8	8	4.18%	5.19%	5.97%	Q4 2021	Q3 2023	8
Greenspring Advisors, LLC	8	8	0.70%	0.96%	1.41%	Q4 2021	Q3 2023	8
Aletheian Wealth Advisors LLC	8	8	0.80%	1.41%	2.28%	Q1 2022	Q4 2023	8
MAYPORT, LLC	8	8	4.14%	5.30%	6.68%	Q4 2021	Q3 2023	8
DHK Financial Advisors, Inc.	8	8	0.31%	1.81%	4.17%	Q4 2021	Q3 2023	8
Objective Capital Management, LLC	8	8	0.90%	0.98%	1.02%	Q4 2021	Q3 2023	8
Sage Investment Advisers LLC	8	8	0.55%	0.79%	0.98%	Q4 2021	Q3 2023	8
FSC Wealth Advisors, LLC	8	8	0.02%	0.09%	0.27%	Q4 2021	Q3 2023	8
PROVENCE WEALTH MANAGEMENT GROUP	8	8	0.62%	0.90%	1.34%	Q4 2021	Q3 2023	8
Lanham O'Dell & Company, Inc.	8	8	5.88%	13.88%	30.28%	Q4 2021	Q3 2023	8
Asset Management Resources, LLC	8	8	4.09%	9.34%	14.52%	Q4 2021	Q3 2023	8
WARNER FINANCIAL, INC	8	8	0.22%	0.25%	0.32%	Q4 2021	Q3 2023	8
Warwick Investment Management, Inc.	8	8	5.21%	5.84%	6.64%	Q4 2021	Q3 2023	8
GRAND WEALTH MANAGEMENT, LLC	8	8	0.52%	0.57%	0.62%	Q4 2021	Q3 2023	8
Schechter Investment Advisors, LLC	8	8	0.15%	0.19%	0.22%	Q4 2021	Q3 2023	8
DRIVE WEALTH MANAGEMENT, LLC	8	8	0.49%	2.90%	5.68%	Q4 2021	Q3 2023	8
Hofer & Associates. Inc	8	8	0.24%	0.37%	0.53%	Q4 2021	Q3 2023	8
Stephens Consulting, LLC	8	8	0.04%	0.08%	0.20%	Q4 2021	Q3 2023	8
Riverview Capital Advisers, LLC	8	8	0.97%	1.11%	1.51%	Q4 2021	Q3 2023	8
Kaydan Wealth Management, Inc.	8	8	1.51%	2.60%	3.83%	Q4 2021	Q3 2023	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.65%	0.83%	1.45%	Q4 2021	Q3 2023	8
National Wealth Management Group, LLC	8	8	2.35%	2.55%	2.84%	Q4 2021	Q3 2023	8
Rockwood Wealth Management, LLC	8	8	0.47%	0.69%	0.94%	Q4 2021	Q3 2023	8
TD Waterhouse Canada Inc.	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
Morton Capital Management LLC/CA	8	8	0.34%	1.30%	1.72%	Q4 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.01%	0.01%	0.01%	Q4 2021	Q3 2023	8
FIRST MERCHANTS CORP	7	1	0.02%	0.04%	0.05%	Q2 2018	Q3 2023	8
SMITH CAPITAL MANAGEMENT INC /AR/ADV	8	8	11.20%	12.22%	13.27%	Q4 2018	Q3 2020	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.02%	0.03%	0.05%	Q2 2019	Q2 2023	8
GIRARD SECURITIES, INC.	8	8	0.44%	0.55%	0.69%	Q4 2015	Q3 2017	8
CAPITAL MANAGEMENT CORP /VA	5	1	0.05%	0.05%	0.06%	Q3 2018	Q1 2023	8
BAIRD ROBERT W & CO INC /WI/	8	8	0.05%	0.08%	0.10%	Q2 2013	Q1 2015	8
ALBION FINANCIAL GROUP /UT	8	8	0.01%	0.06%	0.08%	Q4 2021	Q3 2023	8
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	4	4	0.61%	3.54%	7.92%	Q1 2021	Q3 2023	8
CONTINENTAL INVESTORS SERVICES, INC.	8	8	7.18%	10.62%	13.19%	Q4 2021	Q3 2023	8
ARVEST TRUST CO N A	8	8	0.08%	0.24%	0.52%	Q4 2021	Q3 2023	8
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	8	8	0.03%	0.04%	0.07%	Q4 2021	Q3 2023	8
SADOFF INVESTMENT MANAGEMENT LLC	5	3	0.02%	0.02%	0.03%	Q1 2019	Q1 2022	8
WELLINGTON MANAGEMENT GROUP LLP	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
BANK HAPOALIM BM	5	1	0.02%	0.41%	1.52%	Q2 2018	Q2 2022	8
VALLEY WEALTH MANAGERS, INC.	6	2	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	8
BUCKINGHAM STRATEGIC PARTNERS, LLC	7	7	1.34%	1.70%	2.30%	Q1 2022	Q3 2023	7
ESG Planning	7	7	0.34%	1.50%	2.94%	Q1 2022	Q3 2023	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.05%	0.06%	0.06%	Q2 2013	Q4 2014	7
MMA ASSET MANAGEMENT LLC	6	1	0.19%	0.21%	0.24%	Q4 2020	Q3 2023	7
Horizon Investment Services, LLC	7	7	0.20%	0.21%	0.22%	Q1 2022	Q3 2023	7
Horizons Wealth Management	7	7	0.28%	0.30%	0.33%	Q2 2022	Q4 2023	7
Ciovacco Capital Management LLC	7	7	0.32%	0.39%	0.67%	Q4 2020	Q2 2022	7
Alaska Permanent Capital Management	4	1	0.01%	0.04%	0.06%	Q3 2013	Q2 2019	7
Nuveen Asset Management, LLC	6	1	0.00%	0.08%	0.23%	Q2 2018	Q1 2020	7
Worth Asset Management, LLC	7	7	0.29%	0.42%	0.57%	Q1 2022	Q3 2023	7
Mizuho Securities Co. Ltd.	7	7	0.00%	0.00%	0.00%	Q1 2021	Q3 2022	7
SHAPIRO ROBERT N	7	7	0.11%	0.12%	0.14%	Q2 2013	Q4 2014	7
L.M. KOHN & COMPANY	7	7	1.13%	1.20%	1.32%	Q1 2022	Q3 2023	7
Belvedere Trading LLC	2	1	0.00%	0.04%	0.17%	Q1 2017	Q2 2023	7
Rinkey Investments	4	3	2.44%	4.03%	6.46%	Q4 2021	Q3 2023	7
Employees' Retirement Fund of the City of Fort Worth	7	7	27.12%	29.81%	34.40%	Q1 2022	Q3 2023	7
Bienville Capital Management, LLC	7	7	0.13%	0.16%	0.18%	Q1 2022	Q3 2023	7
Trustees of the Smith College	7	7	5.05%	26.70%	46.24%	Q1 2022	Q3 2023	7
City State Bank	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Connectus Wealth, LLC	7	7	0.02%	0.11%	0.16%	Q1 2022	Q3 2023	7
Cahill Wealth Management, LLC	7	7	5.75%	6.17%	6.87%	Q1 2022	Q3 2023	7
First Western Trust Bank	7	7	0.02%	0.42%	1.00%	Q1 2022	Q3 2023	7
Financial Planning & Information Services, Inc.	4	3	0.04%	0.05%	0.07%	Q2 2021	Q3 2023	7
US FINANCIAL ADVISORS, LLC	5	2	0.73%	1.73%	3.02%	Q4 2014	Q1 2021	7
FOUNDERS BANK & TRUST	7	7	0.05%	0.06%	0.07%	Q2 2013	Q4 2014	7
HAZLETT, BURT & WATSON, INC.	7	7	0.16%	0.18%	0.21%	Q1 2022	Q3 2023	7
ICA Group Wealth Management, LLC	7	7	0.51%	0.84%	1.00%	Q1 2022	Q3 2023	7
Linker Capital Management Inc.	7	7	0.86%	0.89%	0.92%	Q4 2021	Q2 2023	7
Tyler-Stone Wealth Management	5	2	0.98%	1.06%	1.18%	Q4 2021	Q3 2023	7
Financial Connections Group, Inc.	7	7	0.84%	1.16%	1.76%	Q4 2021	Q2 2023	7
Three Bridge Wealth Advisors, LLC	7	7	0.17%	0.23%	0.27%	Q1 2022	Q3 2023	7
SAXON INTERESTS, INC.	7	7	3.05%	3.77%	4.89%	Q4 2021	Q2 2023	7
Rockbridge Investment Management, LCC	7	7	3.06%	3.30%	3.54%	Q2 2020	Q4 2021	7
Point View Wealth Management, Inc.	7	7	0.10%	0.15%	0.20%	Q2 2019	Q4 2020	7
LBA Wealth Management, LLC	7	7	0.02%	0.09%	0.16%	Q3 2015	Q1 2017	7
Garrett Wealth Advisory Group, LLC	6	1	0.09%	0.17%	0.24%	Q3 2019	Q1 2022	7
Aspire Capital Advisors LLC	7	7	0.29%	0.57%	0.99%	Q1 2022	Q3 2023	7
Safeguard Financial, LLC	7	7	1.47%	2.30%	4.42%	Q1 2022	Q3 2023	7
Li Winifred I	7	7	0.00%	0.00%	0.01%	Q2 2013	Q4 2014	7
Sendero Wealth Management, LLC	5	2	24.50%	36.98%	45.73%	Q4 2021	Q3 2023	7
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	7	7	0.10%	0.12%	0.13%	Q1 2022	Q3 2023	7
Virtu Financial LLC	2	1	0.04%	0.30%	0.63%	Q4 2013	Q1 2018	7
O'Dell Group, LLC	6	1	0.02%	0.09%	0.12%	Q2 2021	Q2 2023	7
CHURCHILL MANAGEMENT Corp	6	1	0.03%	4.32%	5.51%	Q1 2018	Q1 2022	7
WMG Financial Advisors, LLC	7	7	0.81%	1.21%	1.41%	Q4 2021	Q2 2023	7
Comprehensive Financial Consultants Institutional, Inc.	4	3	0.12%	0.24%	0.41%	Q4 2021	Q3 2023	7
Guardian Wealth Advisors, LLC	6	1	0.20%	0.36%	1.28%	Q1 2021	Q3 2023	7
MKT Advisors LLC	7	7	0.16%	0.17%	0.18%	Q1 2022	Q3 2023	7
RONALD BLUE & CO LLC	7	7	0.07%	0.08%	0.09%	Q4 2015	Q2 2017	7
Dai-ichi Life Insurance Company, Ltd	7	7	1.98%	2.24%	2.59%	Q2 2017	Q4 2018	7
Americana Partners, LLC	7	7	0.04%	0.08%	0.19%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.50%	4.74%	12.75%	Q1 2022	Q3 2023	7
Financial Sense Advisors, Inc.	5	1	0.10%	2.03%	10.83%	Q4 2015	Q1 2022	7
Greenfield Savings Bank	7	7	0.37%	0.97%	1.19%	Q2 2022	Q4 2023	7
ABSOLUTE CAPITAL MANAGEMENT, LLC	5	2	0.24%	1.53%	4.26%	Q4 2021	Q3 2023	7
Capital Square, LLC	6	1	0.15%	4.89%	6.60%	Q1 2020	Q2 2023	7
DAVIDSON TRUST CO	7	7	0.30%	0.83%	1.30%	Q1 2022	Q3 2023	7
Retirement Planning Co of New England, Inc.	7	7	0.22%	0.22%	0.24%	Q4 2021	Q2 2023	7
OLD MISSION CAPITAL LLC	1	1	0.01%	0.10%	0.22%	Q1 2018	Q2 2023	7
ANGELES WEALTH MANAGEMENT, LLC	7	7	1.34%	1.59%	2.08%	Q1 2022	Q3 2023	7
Twelve Points Wealth Management LLC	7	7	0.23%	0.32%	0.42%	Q1 2022	Q3 2023	7
Enterprise Bank & Trust Co	7	7	0.08%	0.09%	0.10%	Q3 2020	Q1 2022	7
JOURNEY STRATEGIC WEALTH LLC	6	1	0.02%	0.05%	0.17%	Q4 2021	Q3 2023	7
Fieldpoint Private Securities, LLC	7	7	0.02%	0.03%	0.05%	Q4 2020	Q2 2022	7
Wealth Quarterback LLC	2	1	0.01%	0.12%	0.19%	Q1 1987	Q4 2022	7
Core Wealth Advisors, Inc.	5	2	0.00%	0.06%	0.10%	Q4 2019	Q3 2023	7
SkyView Investment Advisors, LLC	4	3	0.11%	0.18%	0.22%	Q4 2020	Q3 2023	7
UBS AG	6	6	0.00%	0.42%	0.57%	Q2 2013	Q3 2014	7
Convergent Wealth Advisors	7	7	2.71%	9.86%	15.20%	Q1 2014	Q3 2015	7
FIDUCIARY COUNSELLING INC	7	7	0.46%	2.18%	4.29%	Q1 2022	Q3 2023	7
Nan Shan Life Insurance Co., Ltd.	7	7	0.11%	0.18%	0.28%	Q2 2017	Q4 2018	7
Ledge Wealth Management, Inc.	7	7	0.18%	0.24%	0.39%	Q1 2022	Q3 2023	7
Princeton Global Asset Management LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Bayesian Capital Management, LP	2	1	0.07%	0.14%	0.27%	Q4 2019	Q1 2023	7
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	3	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	7
UNITED BANK, INC.	7	7	1.65%	1.83%	1.98%	Q1 2016	Q3 2017	7
SEARCY FINANCIAL SERVICES INC /ADV	7	7	0.46%	0.51%	0.55%	Q1 2022	Q3 2023	7
Winthrop Partners - WNY, LLC	7	7	0.02%	0.02%	0.02%	Q1 2018	Q3 2019	7
SITTNER & NELSON, LLC	7	7	0.01%	0.09%	0.15%	Q1 2022	Q3 2023	7
ROBSHAW & JULIAN ASSOCIATES INC	7	7	0.29%	0.33%	0.48%	Q4 2015	Q2 2017	7
Brickley Wealth Management	3	1	0.05%	0.07%	0.11%	Q3 2021	Q3 2023	7
Placemark Investments, Inc.	7	7	0.09%	0.17%	0.27%	Q2 2013	Q4 2014	7
Lebenthal Global Advisors, LLC	7	7	0.18%	0.46%	0.66%	Q1 2022	Q3 2023	7
COUNTRY CLUB BANK /GFN	7	7	2.78%	3.34%	3.78%	Q1 2022	Q3 2023	7
Financial Guidance Group, Inc.	7	7	0.32%	0.34%	0.37%	Q1 2022	Q3 2023	7
BENJAMIN EDWARDS INC	7	7	0.00%	0.00%	0.00%	Q4 2021	Q2 2023	7
Strid Group, LLC	7	7	0.21%	0.78%	1.51%	Q1 2022	Q3 2023	7
Provident Wealth Management, LLC	7	7	0.03%	0.05%	0.15%	Q4 2021	Q2 2023	7
Blackston Financial Advisory Group, LLC	7	7	8.26%	8.55%	8.87%	Q4 2021	Q2 2023	7
ATHERTON LANE ADVISERS, LLC	7	7	0.03%	0.27%	0.37%	Q2 2014	Q4 2015	7
Hoxton Financial, Inc.	7	7	0.00%	0.00%	0.00%	Q3 2014	Q1 2016	7
ROOSEVELT INVESTMENT GROUP LLC	7	7	0.02%	0.10%	0.32%	Q3 2018	Q1 2020	7
SJS Investment Consulting Inc.	5	2	0.09%	0.22%	0.39%	Q4 2021	Q3 2023	7
Truvvo Partners LLC	7	7	3.57%	4.16%	4.72%	Q1 2020	Q3 2021	7
SILVER OAK SECURITIES, INCORPORATED	7	7	0.54%	0.65%	0.85%	Q1 2022	Q3 2023	7
Chico Wealth RIA	7	7	0.57%	0.86%	1.15%	Q1 2022	Q3 2023	7
COMERICA SECURITIES,INC.	4	1	0.01%	0.03%	0.04%	Q1 2019	Q4 2022	7
Thrive Wealth Management, LLC	7	7	0.07%	0.13%	0.22%	Q1 2022	Q3 2023	7
Magnolia Wealth Management, LLC	4	3	28.23%	32.80%	35.51%	Q4 2021	Q3 2023	7
IMPACTfolio, LLC	5	2	0.17%	0.22%	0.32%	Q4 2021	Q4 2023	7
Johnson Bixby & Associates, LLC	7	7	0.09%	0.31%	0.39%	Q1 2022	Q3 2023	7
CONCORD ASSET MANAGEMENT LLC	7	7	1.71%	2.26%	2.65%	Q2 2013	Q4 2014	7
Financial Partners Group, Inc	7	7	0.15%	0.18%	0.23%	Q1 2022	Q3 2023	7
Edge Advisors, LLC	7	7	0.05%	0.15%	0.28%	Q4 2016	Q2 2018	7
Atria Wealth Solutions, Inc.	7	7	0.49%	0.57%	0.63%	Q1 2022	Q3 2023	7
GW&K Investment Management, LLC	5	1	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	7
Sterneck Capital Management, LLC	3	1	0.13%	0.18%	0.22%	Q2 2013	Q2 2021	7
Atlas Private Wealth Advisors	6	1	0.02%	0.03%	0.04%	Q2 2020	Q2 2023	7
Windsor Wealth Management, Inc.	5	2	0.05%	0.21%	0.38%	Q1 2019	Q1 2022	7
RESOURCE CONSULTING GROUP INC	4	3	0.16%	0.33%	0.58%	Q4 2021	Q3 2023	7
ACCURATE INVESTMENT SOLUTIONS, INC.	4	1	0.03%	0.14%	0.22%	Q3 2017	Q1 2020	7
Roger Wittlin Investment Advisory, LLC	4	3	6.36%	15.48%	24.74%	Q4 2021	Q3 2023	7
PacWest Financial Management Inc	5	2	0.13%	0.19%	0.32%	Q4 2013	Q4 2016	7
WealthPlan Investment Management, LLC	6	1	1.20%	1.90%	2.80%	Q1 2022	Q4 2023	7
DIXON HUBARD FEINOUR & BROWN INC/VA	4	3	0.31%	0.84%	1.56%	Q1 2019	Q2 2022	7
Virtu KCG Holdings LLC	2	1	0.01%	0.02%	0.04%	Q3 2013	Q4 2016	7
Trevian Wealth Management LLC	6	1	1.66%	4.72%	20.37%	Q4 2021	Q3 2023	7
Invst, LLC	7	7	0.06%	0.09%	0.12%	Q1 2022	Q3 2023	7
Hernani Holdings LLC	7	7	41.41%	42.84%	44.01%	Q4 2019	Q2 2021	7
CAPITAL ONE FINANCIAL CORP	7	7	0.03%	0.04%	0.04%	Q1 2020	Q3 2021	7
TILIA FIDUCIARY PARTNERS, INC.	7	7	0.01%	0.03%	0.04%	Q4 2021	Q2 2023	7
Hoover Financial Advisors, Inc.	7	7	1.20%	1.88%	2.76%	Q4 2019	Q2 2021	7
Trinity Wealth Management, LLC	5	1	0.14%	0.23%	0.34%	Q4 2019	Q3 2023	7
CUTLER INVESTMENT COUNSEL LLC	7	7	0.73%	0.77%	0.81%	Q1 2022	Q3 2023	7
TCF National Bank	7	7	0.22%	0.32%	0.70%	Q3 2019	Q1 2021	7
Berkshire Money Management, Inc.	6	6	0.02%	0.13%	0.21%	Q4 2018	Q1 2020	6
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	6	6	0.06%	0.07%	0.09%	Q2 2013	Q3 2014	6
MUNDER CAPITAL MANAGEMENT	6	6	0.01%	0.01%	0.01%	Q2 2013	Q3 2014	6
Cascadia Advisory Services, LLC	3	1	0.17%	0.20%	0.26%	Q4 2019	Q3 2021	6
CANTOR FITZGERALD, L. P.	6	6	0.08%	0.08%	0.10%	Q2 2022	Q3 2023	6
Intrinsic Value Partners, LLC	6	6	0.38%	0.64%	0.72%	Q2 2022	Q3 2023	6
Friedenthal Financial	6	6	0.32%	0.44%	0.51%	Q2 2018	Q3 2019	6
TAIYO LIFE INSURANCE CO	6	6	3.61%	5.86%	7.16%	Q2 2022	Q3 2023	6
1919 Investment Counsel, LLC	6	6	0.01%	0.01%	0.01%	Q2 2013	Q3 2014	6
Caerus Investment Advisors, LLC	6	6	0.30%	0.41%	0.75%	Q4 2021	Q1 2023	6
Hayden Royal, LLC	6	6	0.24%	0.34%	0.41%	Q2 2019	Q3 2020	6
Bangor Savings Bank	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Baldwin Investment Management, LLC	3	3	0.05%	0.12%	0.20%	Q4 2021	Q3 2023	6
Lauterbach Financial Advisors, LLC	6	6	0.22%	0.61%	0.95%	Q2 2022	Q3 2023	6
Freedom Investment Management, Inc.	2	1	0.01%	0.16%	0.79%	Q3 2013	Q4 2018	6
Capital Investment Services of America, Inc.	6	6	0.03%	0.03%	0.03%	Q2 2022	Q3 2023	6
MCRAE CAPITAL MANAGEMENT INC	5	1	0.02%	0.05%	0.07%	Q1 2017	Q3 2022	6
BAINCO INTERNATIONAL INVESTORS	4	1	0.03%	0.05%	0.07%	Q1 2016	Q4 2020	6
ABNER HERRMAN & BROCK LLC	6	6	0.06%	0.09%	0.15%	Q3 2013	Q4 2014	6
Financial Advisors, LLC	6	6	0.07%	0.08%	0.10%	Q2 2022	Q3 2023	6
&PARTNERS	5	1	0.12%	0.13%	0.14%	Q1 2022	Q3 2023	6
New Millennium Group LLC	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
HALBERT HARGROVE GLOBAL ADVISORS, LLC	6	6	0.02%	0.02%	0.03%	Q2 2022	Q3 2023	6
NEIRG Wealth Management, LLC	3	3	0.04%	0.04%	0.05%	Q4 2021	Q2 2023	6
Accurate Wealth Management, LLC	4	2	0.04%	0.82%	3.49%	Q4 2021	Q3 2023	6
Pictet North America Advisors SA	6	6	0.20%	0.47%	0.60%	Q4 2020	Q1 2022	6
Highland Financial Advisors, LLC	6	6	2.39%	2.85%	4.11%	Q2 2022	Q3 2023	6
Householder Group Estate & Retirement Specialist, LLC	4	1	1.08%	1.77%	2.15%	Q4 2021	Q3 2023	6
Lifeworks Advisors, LLC	3	3	0.10%	0.13%	0.20%	Q4 2021	Q3 2023	6
Mengis Capital Management, Inc.	3	1	0.04%	0.04%	0.04%	Q2 2021	Q3 2023	6
Probabilities Fund Management, LLC	6	6	3.97%	9.38%	15.78%	Q4 2017	Q1 2019	6
BRASADA CAPITAL MANAGEMENT, LP	6	6	0.07%	0.10%	0.12%	Q1 2018	Q2 2019	6
Lansing Street Advisors	6	6	1.80%	2.34%	3.27%	Q1 2022	Q2 2023	6
Syntal Capital Partners, LLC	6	6	0.23%	0.38%	0.55%	Q1 2018	Q2 2019	6
CLEAR STREET MARKETS LLC	5	5	0.01%	0.03%	0.08%	Q4 2021	Q4 2022	6
LIBRA WEALTH LLC	6	6	0.92%	16.55%	20.94%	Q2 2022	Q3 2023	6
SAGE FINANCIAL GROUP INC	6	6	0.08%	0.22%	0.39%	Q2 2022	Q3 2023	6
Financial Enhancement Group LLC	4	2	0.00%	0.00%	0.01%	Q1 2018	Q3 2021	6
Titan Capital Management, LLC /TX	6	6	7.68%	10.47%	12.48%	Q4 2020	Q1 2022	6
Austin Asset Management Co Inc	6	6	0.08%	0.08%	0.09%	Q4 2021	Q1 2023	6
INTEGRAL INVESTMENT ADVISORS, INC.	6	6	0.32%	4.58%	8.56%	Q4 2021	Q1 2023	6
MARCUARD FAMILY OFFICE LTD	6	6	5.23%	12.11%	18.24%	Q2 2013	Q3 2014	6
Jefferies Group LLC	4	1	0.00%	0.00%	0.00%	Q2 2015	Q4 2019	6
High Falls Advisors, Inc	3	1	0.01%	0.04%	0.08%	Q4 2015	Q4 2022	6
Guardian Financial Partners, LLC	3	1	0.22%	0.24%	0.26%	Q4 2021	Q3 2023	6
Northside Capital Management, LLC	5	1	0.76%	2.07%	5.67%	Q2 2015	Q4 2016	6
Claar Advisors LLC	6	6	4.79%	7.63%	8.99%	Q4 2018	Q1 2020	6
First Western Capital Management Co	6	6	0.16%	0.18%	0.19%	Q3 2014	Q4 2015	6
DRW Securities, LLC	3	3	0.01%	0.01%	0.01%	Q4 2021	Q2 2023	6
Great Lakes Retirement, Inc.	4	2	0.43%	1.16%	1.74%	Q4 2019	Q3 2023	6
WEALTH EFFECTS LLC	4	2	0.10%	1.85%	2.82%	Q4 2021	Q3 2023	6
Steward Financial Group LLC	4	2	0.08%	0.16%	0.24%	Q4 2021	Q3 2023	6
Bull Oak Capital, LLC	5	1	0.15%	0.24%	0.34%	Q1 2022	Q3 2023	6
Copperleaf Capital, LLC	6	6	1.32%	1.79%	2.30%	Q2 2022	Q3 2023	6
Red Cedar Capital, LLC	6	6	0.00%	0.05%	0.07%	Q3 2021	Q4 2022	6
KMS FINANCIAL SERVICES, INC	6	6	0.45%	0.67%	0.99%	Q2 2013	Q3 2014	6
Synergy Asset Management, LLC	5	1	0.18%	0.34%	0.52%	Q1 2022	Q3 2023	6
Aufman Associates Inc	6	6	0.18%	0.21%	0.25%	Q2 2022	Q3 2023	6
Summit Wealth Group, LLC	4	2	0.22%	0.41%	0.76%	Q1 2020	Q2 2023	6
WITTENBERG INVESTMENT MANAGEMENT, INC.	6	6	0.21%	0.22%	0.24%	Q2 2022	Q3 2023	6
Paulson Wealth Management Inc.	4	2	0.23%	0.34%	0.51%	Q4 2017	Q3 2023	6
PRELUDE CAPITAL MANAGEMENT, LLC	2	1	0.00%	0.01%	0.03%	Q1 2018	Q3 2022	6
Sunburst Financial Group, LLC	6	6	0.24%	0.33%	0.38%	Q2 2022	Q3 2023	6
Legacy Financial Group LLC	4	1	0.14%	0.81%	1.08%	Q4 2020	Q3 2023	6
HERITAGE WEALTH MANAGEMENT, LLC	4	2	0.04%	1.07%	1.95%	Q2 2021	Q4 2022	6
D. SCOTT NEAL, INC.	5	1	0.35%	1.17%	2.29%	Q3 2016	Q1 2023	6
Hernani LP	6	6	44.40%	49.48%	57.99%	Q4 2021	Q1 2023	6
LifePro Asset Management	5	1	0.17%	0.21%	0.27%	Q4 2020	Q3 2023	6
Houlihan Financial Resource Group, Ltd.	2	1	0.19%	0.21%	0.23%	Q4 2019	Q3 2023	6
Wealthsimple US, Ltd.	6	6	7.58%	8.91%	9.69%	Q4 2019	Q1 2021	6
Lakeside Advisors, INC.	6	6	3.12%	3.19%	3.25%	Q2 2022	Q3 2023	6
CYPRESS FINANCIAL PLANNING LLC	6	6	0.21%	0.22%	0.23%	Q2 2022	Q3 2023	6
Mercer Investments LLC	6	6	0.23%	0.39%	0.59%	Q2 2021	Q3 2022	6
COMPASS FINANCIAL ADVISORS LLC	6	6	4.49%	4.95%	5.41%	Q4 2021	Q1 2023	6
Benson Investment Management Company, Inc.	4	2	0.08%	0.08%	0.08%	Q4 2016	Q2 2018	6
PARTNERS CAPITAL INVESTMENT GROUP, LLP	6	6	0.01%	0.94%	1.54%	Q2 2022	Q3 2023	6
Ritter Daniher Financial Advisory LLC / DE	6	6	0.16%	0.20%	0.26%	Q2 2022	Q3 2023	6
PAYDEN & RYGEL	6	6	0.01%	0.39%	1.15%	Q3 2014	Q4 2015	6
Northland Capital Management LLC	6	6	6.94%	8.26%	10.30%	Q2 2022	Q3 2023	6
FIDUCIARY TRUST INTERNATIONAL LLC	5	1	0.01%	0.33%	0.62%	Q4 2018	Q2 2020	6
DOHJ, LLC	5	1	0.11%	0.18%	0.28%	Q4 2019	Q3 2023	6
Gunma Bank,Ltd.	3	1	1.11%	1.87%	3.04%	Q2 2021	Q1 2023	6
Barnett & Company, Inc.	4	1	0.01%	0.01%	0.05%	Q1 2016	Q3 2020	6
Wellington Shields & Co., LLC	6	6	0.06%	0.07%	0.12%	Q2 2022	Q3 2023	6
Wallington Asset Management, LLC	6	6	0.00%	0.06%	0.36%	Q3 2020	Q4 2021	6
ETF Store, Inc.	5	1	0.16%	0.68%	0.96%	Q4 2021	Q3 2023	6
Triton Wealth Management, PLLC	6	6	0.12%	0.14%	0.17%	Q2 2022	Q3 2023	6
Azimuth Capital Investment Management LLC	6	6	0.34%	0.36%	0.37%	Q2 2022	Q3 2023	6
McCarthy Asset Management, Inc.	6	6	0.02%	0.02%	0.02%	Q4 2020	Q1 2022	6
Dana Investment Advisors, Inc.	3	3	0.01%	0.02%	0.03%	Q2 2019	Q4 2022	6
EAGLE ROCK INVESTMENT COMPANY, LLC	6	6	0.45%	0.46%	0.48%	Q2 2022	Q3 2023	6
FIRST QUADRANT LLC/CA	6	6	6.03%	6.85%	7.26%	Q3 2020	Q4 2021	6
TLWM	4	2	0.27%	4.57%	7.42%	Q4 2017	Q3 2023	6
Yellowstone Partners, LLC	4	2	0.08%	0.10%	0.13%	Q4 2015	Q4 2017	6
Seaside Wealth Management, Inc.	6	6	33.34%	34.09%	34.79%	Q2 2022	Q3 2023	6
LEE JOHNSON CAPITAL MANAGEMENT, LLC	6	6	0.36%	0.50%	0.85%	Q4 2021	Q1 2023	6
CONFLUENCE INVESTMENT MANAGEMENT LLC	6	6	0.00%	0.01%	0.01%	Q4 2016	Q1 2018	6
Marion Wealth Management	6	6	0.28%	0.35%	0.41%	Q4 2021	Q1 2023	6
EAGLE GLOBAL ADVISORS LLC	6	6	0.01%	0.02%	0.02%	Q4 2020	Q1 2022	6
Keudell/Morrison Wealth Management	6	6	0.11%	0.17%	0.19%	Q1 2021	Q2 2022	6
RITTER DANIHER FINANCIAL ADVISORY LLC	6	6	0.32%	0.37%	0.41%	Q4 2020	Q1 2022	6
New Harbor Financial Group, LLC	3	1	0.01%	0.06%	0.09%	Q1 2014	Q3 2016	6
Antonetti Capital Management LLC	3	1	0.00%	0.14%	0.28%	Q2 2010	Q4 2021	6
Centerpoint Advisors, LLC	3	1	0.00%	0.06%	0.24%	Q4 2018	Q3 2023	6
FSM Wealth Advisors, LLC	6	6	5.23%	5.80%	6.56%	Q2 2022	Q3 2023	6
Colonial Trust Advisors	5	1	0.02%	0.02%	0.03%	Q4 2017	Q3 2023	6
PGIM Custom Harvest LLC	4	2	0.04%	0.18%	0.28%	Q2 2021	Q3 2023	6
Curated Wealth Partners LLC	6	6	0.12%	0.15%	0.23%	Q2 2022	Q3 2023	6
OneAscent Financial Services LLC	2	1	0.12%	0.57%	2.48%	Q2 2019	Q3 2023	6
ADE, LLC	6	6	0.25%	0.31%	0.37%	Q4 2020	Q1 2022	6
KEYSTONE WEALTH PARTNERS	6	6	0.94%	2.01%	5.34%	Q4 2020	Q1 2022	6
Freedman Financial Associates, Inc.	6	6	0.89%	0.98%	1.04%	Q4 2020	Q1 2022	6
Coston, McIsaac & Partners	6	6	2.14%	2.71%	3.56%	Q2 2022	Q3 2023	6
McAdams Wright Ragen, Inc.	6	6	0.04%	0.07%	0.09%	Q2 2013	Q3 2014	6
G2 CAPITAL MANAGEMENT, LLC / OH	6	6	0.17%	0.73%	3.11%	Q2 2022	Q3 2023	6
ETRADE Capital Management LLC	5	1	0.00%	0.02%	0.03%	Q1 2014	Q3 2020	6
Forum Private Client Group LLC	6	6	0.14%	0.16%	0.18%	Q1 2022	Q2 2023	6
Maltin Wealth Management, Inc.	5	1	0.00%	0.21%	0.27%	Q4 2019	Q3 2023	6
Quantum Financial Advisors, LLC	6	6	0.63%	0.75%	0.87%	Q2 2022	Q3 2023	6
Sitrin Capital Management LLC	6	6	0.15%	0.53%	0.72%	Q4 2018	Q1 2020	6
CM WEALTH ADVISORS LLC	6	6	0.07%	0.34%	1.30%	Q2 2022	Q3 2023	6
UNIVEST FINANCIAL Corp	5	1	0.06%	0.06%	0.07%	Q1 2021	Q2 2023	6
Argentus Capital Management, LLC	5	1	0.05%	0.16%	0.30%	Q3 2014	Q3 2016	6
Capital Wealth Planning, LLC	2	1	0.00%	0.15%	0.30%	Q2 2019	Q3 2022	6
ADVOCATE GROUP LLC	6	6	0.94%	1.02%	1.10%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.04%	0.05%	0.07%	Q2 2022	Q3 2023	6
Coombe, Bender & Co LLC	6	6	0.17%	0.19%	0.23%	Q2 2022	Q3 2023	6
MONARCH CAPITAL MANAGEMENT INC/	6	6	0.06%	0.08%	0.10%	Q1 2021	Q2 2022	6
ATTICUS WEALTH MANAGEMENT, LLC	3	2	0.00%	0.01%	0.02%	Q1 2022	Q3 2023	5
B, B, H, & B INC.	4	1	0.03%	1.05%	1.35%	Q4 2020	Q1 2022	5
LCNB CORP	5	5	0.11%	0.12%	0.12%	Q3 2022	Q3 2023	5
SECURIAN ASSET MANAGEMENT, INC	5	5	0.00%	0.27%	0.38%	Q4 2015	Q4 2016	5
Argent Advisors, Inc.	4	1	0.14%	0.21%	0.33%	Q3 2020	Q3 2023	5
Tradewinds, LLC.	3	2	0.27%	0.41%	0.55%	Q2 2022	Q3 2023	5
PROFESSIONAL PLANNING	4	1	0.50%	0.58%	0.64%	Q2 2020	Q3 2021	5
Portfolio Strategies, Inc.	5	5	2.02%	4.62%	5.58%	Q3 2022	Q3 2023	5
Paragon Advisors, LLC	3	1	0.14%	1.35%	2.96%	Q2 2020	Q3 2023	5
SIMMONS FIRST TRUST CO NA	5	5	0.08%	0.09%	0.10%	Q4 2014	Q4 2015	5
GREENWOOD GEARHART INC	5	5	0.03%	0.04%	0.06%	Q3 2022	Q3 2023	5
McGuire Investment Group, LLC	5	5	0.14%	0.15%	0.16%	Q4 2018	Q4 2019	5
Compass Wealth Management LLC	5	5	0.02%	0.02%	0.02%	Q4 2022	Q4 2023	5
Archford Capital Strategies, LLC	4	1	0.01%	0.02%	0.05%	Q3 2018	Q2 2021	5
Saddle Road Partners, LLC	5	5	0.05%	0.12%	0.14%	Q4 2015	Q4 2016	5
James J. Burns & Company, LLC	5	5	0.83%	0.87%	0.92%	Q3 2022	Q3 2023	5
TRADITION ASSET MANAGEMENT LLC	5	5	0.26%	0.29%	0.33%	Q2 2019	Q2 2020	5
David Kennon Inc	5	5	12.59%	22.77%	37.89%	Q3 2022	Q3 2023	5
ROMANO BROTHERS AND COMPANY	5	5	0.59%	0.71%	0.78%	Q3 2022	Q3 2023	5
CPR Investments Inc.	4	1	0.19%	0.55%	0.79%	Q1 2022	Q2 2023	5
ATLANTA FINANCIAL ASSOCIATES LLC /ADV	5	5	0.28%	0.31%	0.32%	Q1 2020	Q1 2021	5
CoreCap Advisors, LLC	5	5	5.88%	6.44%	7.05%	Q4 2021	Q4 2022	5
Strategic Capital Group LLC	5	5	0.02%	0.03%	0.04%	Q2 2013	Q2 2014	5
Mader & Shannon Wealth Management, Inc.	3	1	0.24%	12.50%	21.11%	Q2 2016	Q3 2019	5
Horan Capital Advisors, LLC.	2	1	0.01%	0.02%	0.02%	Q3 2017	Q3 2020	5
Bellwether Investment Group, LLC	2	1	0.10%	0.66%	1.86%	Q2 2016	Q4 2017	5
WALLER FINANCIAL PLANNING GROUP, INC	5	5	0.25%	0.50%	0.92%	Q4 2018	Q4 2019	5
Spectrum Wealth Advisory Group, LLC	4	1	0.18%	0.31%	0.34%	Q3 2020	Q1 2022	5
CarsonAllaria Wealth Management, Ltd.	4	1	0.02%	0.17%	0.25%	Q4 2021	Q3 2023	5
West Financial Advisors, LLC	5	5	1.15%	1.20%	1.25%	Q3 2022	Q3 2023	5
Luken Investment Analytics, LLC	4	1	0.06%	0.09%	0.12%	Q4 2020	Q3 2023	5
Silicon Valley Community Foundation	5	5	4.59%	14.53%	50.00%	Q1 2021	Q1 2022	5
Cornerstone Capital, Inc.	5	5	0.07%	0.09%	0.10%	Q3 2022	Q3 2023	5
Sierra Capital LLC	5	5	0.00%	0.00%	0.01%	Q4 2021	Q4 2022	5
Gibson Wealth Advisors LLC	5	5	25.28%	26.02%	26.90%	Q4 2021	Q4 2022	5
Crescent Capital Consulting, LLC	5	5	0.03%	0.03%	0.05%	Q4 2020	Q4 2021	5
FIRST HORIZON CORP	4	1	0.62%	0.99%	1.15%	Q2 2013	Q2 2021	5
Shamrock Asset Management LLC	2	1	0.00%	0.01%	0.03%	Q1 2014	Q4 2017	5
Dakota Community Bank & Trust NA	5	5	1.36%	1.56%	1.69%	Q3 2022	Q3 2023	5
Kathleen S. Wright Associates Inc.	5	5	0.42%	0.64%	0.81%	Q3 2022	Q3 2023	5
Independent Portfolio Consultants, Inc.	5	5	0.06%	0.10%	0.16%	Q2 2016	Q2 2017	5
Olympiad Research LP	4	1	0.18%	0.44%	1.21%	Q3 2020	Q1 2022	5
GREAT WEST LIFE ASSURANCE CO /CAN/	5	5	0.00%	0.00%	0.00%	Q2 2014	Q2 2015	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.09%	0.19%	0.33%	Q4 2016	Q4 2017	5
Lenox Wealth Management, Inc.	5	5	0.01%	0.03%	0.05%	Q2 2019	Q2 2020	5
Essential Planning, LLC.	5	5	1.41%	5.42%	6.89%	Q3 2022	Q3 2023	5
FCA CORP /TX	3	1	0.13%	0.22%	0.42%	Q2 2019	Q3 2023	5
WC Walker & Associates, Inc.	5	5	0.16%	0.19%	0.22%	Q4 2021	Q4 2022	5
Schwab Charitable Fund	5	5	0.06%	0.08%	0.10%	Q1 2022	Q1 2023	5
KB FINANCIAL PARTNERS, LLC	5	5	0.00%	0.01%	0.02%	Q1 2022	Q1 2023	5
VILLERE ST DENIS J & CO LLC	2	1	0.01%	0.03%	0.04%	Q1 2015	Q1 2021	5
MPS Loria Financial Planners, LLC	4	1	0.04%	0.06%	0.08%	Q2 2017	Q1 2021	5
Ally Invest Advisors Inc.	5	5	0.04%	0.11%	0.15%	Q3 2022	Q3 2023	5
W ADVISORS, LLC	5	5	0.39%	0.69%	0.84%	Q4 2021	Q4 2022	5
Gratus Capital, LLC	5	5	0.04%	0.05%	0.09%	Q3 2022	Q3 2023	5
San Luis Wealth Advisors LLC	2	1	0.21%	0.27%	0.35%	Q4 2020	Q2 2023	5
Global Assets Advisory, LLC	5	5	0.26%	0.47%	0.76%	Q3 2022	Q3 2023	5
Quantinno Capital Management LP	5	5	0.03%	0.07%	0.10%	Q3 2022	Q3 2023	5
Covenant Multifamily Offices, LLC	2	1	0.05%	0.60%	2.68%	Q4 2013	Q4 2019	5
BERRY GROUP, LLC	5	5	2.91%	3.09%	3.29%	Q4 2019	Q4 2020	5
BARRETT & COMPANY, INC.	5	5	4.46%	4.88%	5.54%	Q3 2022	Q3 2023	5
Claybrook Capital, LLC	5	5	0.02%	0.05%	0.13%	Q4 2017	Q4 2018	5
HHG & Company, LLC	5	5	0.90%	0.98%	1.07%	Q2 2013	Q2 2014	5
B.O.S.S. Retirement Advisors, LLC	5	5	0.98%	2.24%	3.30%	Q4 2022	Q4 2023	5
Aureus Asset Management, LLC	3	2	0.03%	0.04%	0.05%	Q4 2014	Q2 2022	5
ClearBridge Investments	3	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2022	5
Sequent Asset Management, LLC	5	5	0.21%	0.31%	0.38%	Q3 2022	Q3 2023	5
Crow Point Partners, LLC	5	5	0.06%	0.09%	0.12%	Q3 2017	Q3 2018	5
Private Wealth Strategies, L.L.C.	5	5	0.06%	0.06%	0.06%	Q3 2022	Q3 2023	5
Cypress Point Wealth Management, LLC	4	1	0.07%	0.33%	1.31%	Q4 2020	Q3 2023	5
Kernodle & Katon Asset Management Group, LLC	5	5	0.01%	0.01%	0.02%	Q1 2016	Q1 2017	5
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York	5	5	30.72%	34.77%	43.38%	Q4 2016	Q4 2017	5
Sutton Wealth Advisors Inc.	5	5	0.02%	0.02%	0.02%	Q4 2021	Q4 2022	5
Richard C. Young & CO., LTD.	5	5	0.04%	0.05%	0.05%	Q3 2022	Q3 2023	5
MONETARY MANAGEMENT GROUP INC	5	5	0.01%	0.02%	0.02%	Q4 2021	Q4 2022	5
Cordatus Wealth Management LLC	5	5	0.15%	0.16%	0.17%	Q4 2018	Q4 2019	5
Brio Consultants, LLC	4	1	0.04%	0.08%	0.09%	Q2 2021	Q3 2023	5
Beacon Pointe Wealth Advisors, LLC	5	5	0.61%	0.84%	1.07%	Q4 2018	Q4 2019	5
Strategies Wealth Advisors, LLC	3	2	0.48%	0.52%	0.60%	Q4 2021	Q3 2023	5
Crane Advisory, LLC	5	5	0.09%	0.12%	0.16%	Q3 2022	Q3 2023	5
Bedell Frazier Investment Counselling, LLC	5	5	0.11%	0.15%	0.18%	Q2 2013	Q2 2014	5
Surevest, LLC	4	1	0.03%	0.07%	0.24%	Q4 2018	Q3 2022	5
RESOLUTE FINANCIAL, LLC	5	5	0.22%	0.27%	0.31%	Q4 2021	Q4 2022	5
Weatherstone Capital Management	2	1	0.14%	1.18%	3.98%	Q4 2013	Q4 2018	5
IFG Advisors, LLC	5	5	0.14%	0.20%	0.31%	Q3 2022	Q3 2023	5
Nova R Wealth, Inc.	4	1	0.17%	0.20%	0.23%	Q2 2022	Q3 2023	5
Cresta Advisors, Ltd.	5	5	4.78%	6.37%	8.76%	Q3 2022	Q3 2023	5
OPTIONS SOLUTIONS, LLC	3	2	0.22%	0.23%	0.24%	Q4 2021	Q3 2023	5
W.H. Cornerstone Investments Inc.	5	5	1.84%	1.95%	2.13%	Q3 2022	Q3 2023	5
PARK NATIONAL CORP /OH/	5	5	0.12%	0.21%	0.35%	Q4 2022	Q4 2023	5
MEANS INVESTMENT CO., INC.	4	1	0.04%	0.04%	0.04%	Q1 2022	Q2 2023	5
BANCORPSOUTH INC	3	2	0.02%	0.03%	0.06%	Q4 2015	Q3 2017	5
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC	5	5	0.70%	0.88%	1.50%	Q2 2013	Q2 2014	5
TAP Consulting, LLC	4	1	0.08%	0.09%	0.12%	Q4 2019	Q2 2022	5
Herold Advisors, Inc.	3	1	0.03%	0.10%	0.16%	Q3 2021	Q3 2023	5
Privium Fund Management (UK) Ltd	3	2	6.26%	9.89%	13.31%	Q4 2020	Q1 2022	5
Detwiler Fenton Investment Management LLC	5	5	0.18%	0.23%	0.29%	Q2 2010	Q2 2011	5
TOTH FINANCIAL ADVISORY CORP	3	2	0.00%	0.00%	0.00%	Q1 2020	Q3 2022	5
Spartan Planning & Wealth Management	4	1	0.23%	2.16%	9.38%	Q1 2022	Q3 2023	5
Penn Capital Management Company, LLC	2	1	0.02%	0.10%	0.29%	Q4 2019	Q3 2023	5
WESPAC Advisors SoCal, LLC	4	1	0.01%	0.04%	0.05%	Q2 2017	Q1 2019	5
GARLAND CAPITAL MANAGEMENT INC	5	5	0.07%	0.08%	0.10%	Q4 2018	Q4 2019	5
HORIZON BANCORP INC /IN/	4	1	1.49%	2.50%	3.36%	Q4 2019	Q4 2022	5
BigSur Wealth Management LLC	5	5	0.37%	0.40%	0.43%	Q3 2022	Q3 2023	5
MidWestOne Financial Group, Inc.	5	5	0.06%	0.09%	0.11%	Q3 2022	Q3 2023	5
ABSHER WEALTH MANAGEMENT, LLC	4	1	0.05%	0.06%	0.06%	Q4 2019	Q2 2021	5
Cooper Financial Group	3	1	0.06%	0.14%	0.31%	Q4 2020	Q3 2023	5
Fiduciary Planning LLC	3	2	0.01%	0.29%	0.86%	Q4 2019	Q1 2021	5
Tuttle Capital Management, LLC	3	1	0.11%	0.45%	0.80%	Q1 2016	Q1 2021	5
Whitnell & Co.	4	1	0.03%	0.17%	0.22%	Q2 2013	Q4 2014	5
AWM CAPITAL, LLC	5	5	0.06%	0.09%	0.10%	Q3 2022	Q3 2023	5
TECTONIC ADVISORS LLC	5	5	0.01%	0.25%	1.18%	Q4 2021	Q4 2022	5
SANDERS MORRIS HARRIS LLC	3	1	0.07%	0.20%	0.68%	Q1 2016	Q3 2023	5
Colonial Trust Co / SC	5	5	0.04%	0.04%	0.05%	Q3 2022	Q3 2023	5
Vision Capital Management, Inc.	3	2	0.06%	0.08%	0.11%	Q1 2019	Q2 2023	5
SP Asset Management	5	5	0.12%	0.12%	0.13%	Q3 2021	Q3 2022	5
Armor Investment Advisors, LLC	3	2	0.04%	0.28%	0.35%	Q1 2021	Q3 2023	5
Interchange Capital Partners, LLC	4	1	0.41%	0.70%	1.03%	Q4 2020	Q1 2023	5
WT Wealth Management	5	5	0.12%	0.25%	0.42%	Q1 2021	Q1 2022	5
Global Wealth Strategies & Associates	5	5	0.02%	0.11%	0.16%	Q4 2022	Q4 2023	5
PAX Financial Group, LLC	5	5	0.12%	0.28%	0.52%	Q3 2022	Q3 2023	5
Connective Portfolio Management, LLC	5	5	0.66%	2.04%	3.46%	Q4 2021	Q4 2022	5
Stone Asset Management Inc.	5	5	0.19%	0.20%	0.22%	Q4 2021	Q4 2022	5
Advisor OS, LLC	4	1	0.04%	0.74%	1.64%	Q4 2021	Q3 2023	5
Jane Street Holding, LLC	3	3	0.00%	0.04%	0.14%	Q2 2013	Q4 2013	5
Timber Hill LLC	2	1	0.00%	0.03%	0.12%	Q2 2013	Q1 2017	5
Francis Financial, Inc.	3	2	0.25%	0.54%	0.72%	Q4 2017	Q3 2023	5
STERLING INVESTMENT MANAGEMENT, LLC	5	5	0.30%	0.33%	0.37%	Q3 2022	Q3 2023	5
Sowa Financial Group, Inc.	5	5	0.05%	0.05%	0.06%	Q4 2019	Q4 2020	5
MADISON INVESTMENT HOLDINGS INC	5	5	0.04%	0.10%	0.14%	Q4 2015	Q4 2016	5
Compass Financial Group, INC/SD	5	5	7.72%	8.54%	9.36%	Q4 2022	Q4 2023	5
RHUMBLINE ADVISERS	2	1	0.00%	0.00%	0.00%	Q3 2018	Q4 2021	5
Adaptive Financial Consulting, LLC	4	1	0.14%	0.23%	0.30%	Q4 2019	Q1 2022	5
TEACHER RETIREMENT SYSTEM OF TEXAS	4	4	0.16%	0.22%	0.31%	Q1 2020	Q4 2020	4
Centurion Wealth Management LLC	4	4	0.42%	0.60%	0.86%	Q4 2022	Q3 2023	4
Wealth Advisors of Tampa Bay, LLC	3	1	0.07%	0.07%	0.08%	Q4 2021	Q3 2023	4
Fee-Only Financial Planning, L.C.	4	4	1.62%	1.68%	1.74%	Q4 2022	Q3 2023	4
Whitaker-Myers Wealth Managers, LTD.	4	4	0.40%	0.48%	0.59%	Q4 2022	Q3 2023	4
Fiduciary Alliance LLC	4	4	0.09%	0.13%	0.16%	Q4 2022	Q3 2023	4
Meredith Wealth Planning	4	4	0.50%	0.55%	0.60%	Q4 2022	Q3 2023	4
RFP Financial Group LLC	4	4	0.92%	1.18%	1.86%	Q4 2022	Q3 2023	4
FourThought Financial Partners, LLC	4	4	0.14%	0.20%	0.23%	Q4 2022	Q3 2023	4
WEIK CAPITAL MANAGEMENT	3	1	0.11%	0.17%	0.22%	Q3 2014	Q2 2017	4
Creative Capital Management Investments LLC	4	4	0.66%	0.76%	0.84%	Q4 2022	Q3 2023	4
Beaumont Financial Advisors, LLC	4	4	0.11%	0.18%	0.21%	Q4 2022	Q3 2023	4
Onyx Financial Advisors, LLC	4	4	0.28%	0.28%	0.29%	Q4 2022	Q3 2023	4
RIA Advisory Group LLC	4	4	2.09%	3.10%	4.66%	Q4 2022	Q3 2023	4
Energy Opportunities Capital Management, LLC	4	4	2.23%	2.66%	2.87%	Q3 2014	Q2 2015	4
Verum Partners LLC	4	4	0.13%	0.21%	0.26%	Q4 2022	Q3 2023	4
Sharper & Granite LLC	4	4	2.75%	3.27%	3.60%	Q4 2022	Q3 2023	4
Fortis Capital Advisors, LLC	4	4	0.46%	0.54%	0.65%	Q4 2022	Q3 2023	4
Strategic Investment Solutions, Inc. /IL	4	4	0.05%	0.11%	0.19%	Q4 2022	Q3 2023	4
JDM Financial Group LLC	4	4	0.06%	0.06%	0.06%	Q4 2022	Q3 2023	4
Gallacher Capital Management LLC	4	4	1.60%	1.71%	1.81%	Q4 2022	Q3 2023	4
Shira Ridge Wealth Management	4	4	0.52%	0.54%	0.55%	Q4 2022	Q3 2023	4
RAYNER & HAYNOR	4	4	2.93%	3.10%	3.27%	Q4 2013	Q3 2014	4
LAM GROUP, INC.	4	4	3.17%	3.33%	3.55%	Q4 2022	Q3 2023	4
SP Asset Management LLC	4	4	0.11%	0.11%	0.12%	Q4 2022	Q3 2023	4
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC	4	4	2.11%	2.16%	2.20%	Q4 2022	Q3 2023	4
MELFA WEALTH MANAGEMENT, INC.	4	4	0.68%	0.79%	0.91%	Q4 2022	Q3 2023	4
Trifecta Capital Advisors, LLC	4	4	0.36%	0.38%	0.40%	Q4 2022	Q3 2023	4
Register Financial Advisors LLC	4	4	0.38%	0.44%	0.49%	Q4 2022	Q3 2023	4
Talisman Wealth Advisors LLC	4	4	2.94%	3.03%	3.22%	Q4 2022	Q3 2023	4
Olistico Wealth, LLC	4	4	5.47%	6.00%	6.59%	Q4 2022	Q3 2023	4
Forza Wealth Management, LLC	4	4	0.63%	0.81%	0.89%	Q4 2022	Q3 2023	4
LODESTAR PRIVATE ASSET MANAGEMENT LLC	4	4	2.01%	2.07%	2.14%	Q4 2022	Q3 2023	4
GEM Asset Management, LLC	4	4	0.17%	0.17%	0.19%	Q4 2022	Q3 2023	4
RCS Financial Planning, LLC	4	4	0.26%	0.32%	0.41%	Q4 2022	Q3 2023	4
VitalStone Financial, LLC	4	4	0.38%	0.47%	0.55%	Q4 2022	Q3 2023	4
KM Capital Management Ltd.	4	4	0.18%	0.40%	0.62%	Q4 2022	Q3 2023	4
Cassaday & Co Wealth Management LLC	4	4	0.03%	0.04%	0.05%	Q4 2022	Q3 2023	4
Seed Wealth Management, Inc.	4	4	2.29%	2.40%	2.50%	Q4 2022	Q3 2023	4
Windsor Advisory Group, LLC	4	4	0.87%	0.92%	0.97%	Q4 2022	Q3 2023	4
HTG Investment Advisors, Inc.	4	4	0.92%	0.99%	1.07%	Q4 2022	Q3 2023	4
CPA Asset Management LLC	4	4	0.28%	0.29%	0.30%	Q4 2022	Q3 2023	4
Allegiance Financial Group Advisory Services LLC	4	4	4.41%	6.80%	8.54%	Q4 2022	Q3 2023	4
Auto-Owners Insurance Co	4	4	0.15%	0.15%	0.15%	Q4 2022	Q3 2023	4
Richard W. Paul & Associates, LLC	4	4	0.19%	0.19%	0.19%	Q4 2022	Q3 2023	4
Arcadia Wealth Management, LLC	4	4	0.46%	0.56%	0.62%	Q4 2022	Q3 2023	4
Syntegra Private Wealth Group, LLC	4	4	0.63%	0.70%	0.79%	Q4 2022	Q3 2023	4
Eaton Financial Holdings Company, LLC	4	4	0.27%	0.62%	1.18%	Q4 2022	Q3 2023	4
CORA CAPITAL ADVISORS LLC	4	4	0.30%	0.32%	0.36%	Q4 2022	Q3 2023	4
Great Waters Wealth Management	4	4	0.12%	0.13%	0.15%	Q4 2022	Q3 2023	4
Mendota Financial Group, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
Arista Wealth Management, LLC	4	4	0.54%	0.92%	1.49%	Q4 2022	Q3 2023	4
McGlone Suttner Wealth Management, Inc.	4	4	0.38%	0.40%	0.46%	Q4 2022	Q3 2023	4
OAK HILL WEALTH ADVISORS, LLC	4	4	0.36%	0.41%	0.49%	Q4 2022	Q3 2023	4
INSIGNEO ADVISORY SERVICES, LLC	4	4	0.65%	0.76%	0.90%	Q4 2022	Q3 2023	4
Mill Creek Capital Advisors, LLC	4	4	0.26%	0.33%	0.38%	Q4 2022	Q3 2023	4
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	4	4	0.46%	0.49%	0.52%	Q4 2021	Q3 2022	4
Core Wealth Management, Inc.	4	4	0.20%	0.21%	0.21%	Q4 2022	Q3 2023	4
STEVENS CAPITAL PARTNERS	4	4	3.16%	3.23%	3.38%	Q4 2022	Q3 2023	4
Hyperion Partners, LLC	4	4	0.61%	0.61%	0.62%	Q4 2022	Q3 2023	4
MOSAIC FAMILY WEALTH PARTNERS, LLC	4	4	0.17%	0.18%	0.18%	Q4 2022	Q3 2023	4
Eley Financial Management, Inc	4	4	0.67%	0.69%	0.70%	Q4 2022	Q3 2023	4
Hassell Wealth Management, LLC	4	4	27.86%	30.51%	32.41%	Q4 2022	Q3 2023	4
WATERSHED PRIVATE WEALTH LLC	4	4	1.48%	1.58%	1.69%	Q4 2022	Q3 2023	4
Evergreen Wealth Management, LLC	4	4	2.92%	3.72%	4.43%	Q4 2022	Q3 2023	4
PETRA FINANCIAL ADVISORS INC	4	4	0.40%	0.62%	1.13%	Q4 2022	Q3 2023	4
QUARRY HILL ADVISORS, LLC	4	4	4.09%	4.33%	4.43%	Q4 2022	Q3 2023	4
Grey Fox Wealth Advisors, LLC	4	4	0.18%	0.21%	0.23%	Q4 2022	Q3 2023	4
VIAWEALTH, LLC	4	4	0.25%	0.28%	0.30%	Q4 2022	Q3 2023	4
Financial Freedom, LLC	4	4	0.45%	0.59%	0.64%	Q4 2022	Q3 2023	4
Park Edge Advisors, LLC	4	4	0.50%	0.53%	0.57%	Q4 2022	Q3 2023	4
Parker Financial LLC	4	4	0.23%	0.24%	0.25%	Q4 2022	Q3 2023	4
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	4	4	0.17%	0.26%	0.46%	Q4 2022	Q3 2023	4
Sonoma Private Wealth LLC	4	4	0.74%	0.83%	0.89%	Q4 2022	Q3 2023	4
Park Place Capital Corp	4	4	0.58%	0.64%	0.67%	Q4 2022	Q3 2023	4
BOS Asset Management, LLC	4	4	1.50%	1.73%	1.83%	Q4 2022	Q3 2023	4
RF&L WEALTH MANAGEMENT, LLC	4	4	3.35%	3.48%	3.57%	Q4 2022	Q3 2023	4
Werba Rubin Papier Wealth Management	4	4	1.13%	1.27%	1.46%	Q4 2022	Q3 2023	4
True Wealth Design, LLC	4	4	0.97%	1.26%	1.55%	Q4 2022	Q3 2023	4
Gateway Wealth Partners, LLC	4	4	0.20%	0.44%	0.68%	Q4 2022	Q3 2023	4
LaSalle St. Investment Advisors, LLC	4	4	0.19%	0.76%	1.24%	Q4 2022	Q3 2023	4
Strait & Sound Wealth Management LLC	4	4	0.24%	0.34%	0.42%	Q4 2022	Q3 2023	4
Alpha Financial Partners, LLC	4	4	0.82%	1.11%	1.39%	Q4 2022	Q3 2023	4
Lakewood Asset Management LLC	4	4	1.33%	1.46%	1.55%	Q4 2022	Q3 2023	4
Milestone Investment Advisors LLC	4	4	6.02%	6.30%	6.66%	Q4 2022	Q3 2023	4
Broadleaf Partners, LLC	4	4	0.09%	0.09%	0.10%	Q4 2022	Q3 2023	4
Financial Alternatives, Inc	4	4	5.18%	5.27%	5.35%	Q4 2022	Q3 2023	4
PFG Private Wealth Management, LLC	4	4	0.00%	0.02%	0.05%	Q4 2022	Q3 2023	4
G&S Capital LLC	2	1	0.02%	0.42%	1.45%	Q4 2017	Q3 2023	4
Vestpro Financial Partners, Inc. dba CPF Texas	4	4	0.19%	0.20%	0.22%	Q4 2017	Q3 2018	4
Carl P. Sherr & Co., LLC	4	4	1.94%	1.98%	2.02%	Q4 2022	Q3 2023	4
Waterloo Capital, L.P.	3	1	0.08%	0.13%	0.22%	Q1 2020	Q3 2023	4
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	3	1	0.00%	0.01%	0.01%	Q3 2016	Q3 2023	4
MinichMacGregor Wealth Management, LLC	3	1	0.01%	0.02%	0.02%	Q1 2018	Q4 2022	4
LWM Advisory Services, LLC	2	1	0.04%	0.23%	0.32%	Q4 2021	Q3 2023	4
Cyndeo Wealth Partners, LLC	4	4	0.54%	0.63%	0.69%	Q4 2022	Q3 2023	4
Rex Capital Advisors, LLC	3	1	0.19%	0.26%	0.31%	Q2 2013	Q4 2016	4
Wealth & Pension Services Group, Inc.	4	4	0.21%	0.22%	0.23%	Q4 2018	Q3 2019	4
BASSO CAPITAL MANAGEMENT, L.P.	4	4	7.79%	8.31%	8.89%	Q4 2022	Q3 2023	4
Phoenix Investment Adviser LLC	4	4	0.36%	0.46%	0.71%	Q4 2018	Q3 2019	4
Harbor Group, Inc.	4	4	0.19%	0.24%	0.29%	Q4 2022	Q3 2023	4
Fruth Investment Management	3	1	0.06%	0.06%	0.06%	Q1 2022	Q1 2023	4
Holistic Financial Partners	2	1	0.00%	2.75%	10.83%	Q4 2017	Q4 2021	4
Per Stirling Capital Management, LLC.	4	4	0.06%	0.11%	0.13%	Q4 2022	Q3 2023	4
CornerStone Partners LLC	4	4	31.90%	35.19%	39.87%	Q4 2019	Q3 2020	4
Tandem Wealth Advisors LLC	4	4	2.41%	2.52%	2.61%	Q4 2022	Q3 2023	4
CABANA LLC	2	1	0.01%	3.06%	6.46%	Q4 2019	Q4 2021	4
NWK Group, Inc.	2	2	0.00%	0.04%	0.14%	Q4 2019	Q3 2021	4
ROBERTSON STEPHENS ADVISORS LLC	4	4	0.26%	0.32%	0.42%	Q4 2016	Q3 2017	4
TKG Advisors, LLC	4	4	0.40%	0.57%	0.92%	Q4 2022	Q3 2023	4
Benchmark Wealth Management, LLC	4	4	0.37%	0.40%	0.49%	Q4 2022	Q3 2023	4
Ellsworth Advisors, LLC	4	4	0.09%	0.10%	0.11%	Q4 2022	Q3 2023	4
TTP Investments, Inc.	4	4	0.42%	0.50%	0.55%	Q4 2017	Q3 2018	4
Harel Insurance Investments & Financial Services Ltd.	3	1	0.09%	0.11%	0.15%	Q2 2016	Q3 2017	4
Rocaton Investment Advisors, LLC	4	4	3.57%	8.66%	15.35%	Q4 2017	Q3 2018	4
Hefty Wealth Partners	3	1	0.07%	1.45%	5.55%	Q4 2015	Q4 2017	4
Sterling Financial Planning, Inc.	4	4	0.02%	0.02%	0.02%	Q4 2020	Q3 2021	4
First Financial Bank - Trust Division	4	4	0.04%	0.05%	0.07%	Q1 2016	Q4 2016	4
KilterHowling LLC	4	4	0.36%	0.40%	0.46%	Q4 2021	Q3 2022	4
DWM Financial Group, Inc.	4	4	0.53%	0.61%	0.71%	Q1 2020	Q4 2020	4
1776 Wealth LLC	3	1	0.13%	0.39%	0.50%	Q1 2022	Q3 2023	4
COLLECTIVE FAMILY OFFICE LLC	4	4	0.12%	0.15%	0.18%	Q4 2022	Q3 2023	4
GTS SECURITIES LLC	2	2	0.00%	0.04%	0.13%	Q2 2023	Q3 2023	4
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	3	1	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	4
True Link Financial Advisors, LLC	4	4	0.00%	0.00%	0.00%	Q1 2021	Q4 2021	4
Whitegate Investment Counselors, Inc.	4	4	0.05%	0.06%	0.08%	Q2 2021	Q1 2022	4
MBM Wealth Consultants, LLC	4	4	0.00%	0.02%	0.05%	Q4 2018	Q3 2019	4
Total Wealth Planning, LLC	2	2	0.06%	0.11%	0.20%	Q2 2021	Q2 2022	4
Coppell Advisory Solutions LLC	4	4	0.06%	0.09%	0.10%	Q4 2022	Q3 2023	4
BRR OpCo, LLC	3	1	0.04%	0.06%	0.08%	Q1 2021	Q1 2022	4
CHILDRESS CAPITAL ADVISORS, LLC	2	2	0.12%	0.14%	0.16%	Q1 2022	Q3 2023	4
Joseph P. Lucia & Associates, LLC	4	4	0.01%	0.02%	0.02%	Q1 2019	Q4 2019	4
Moss Adams Wealth Advisors LLC	4	4	0.09%	0.28%	0.68%	Q4 2022	Q3 2023	4
High Pines Wealth Management, LLC	4	4	1.91%	2.31%	3.21%	Q2 2021	Q1 2022	4
McAlister, Sweet & Associates, Inc.	4	4	0.18%	3.21%	12.24%	Q1 2023	Q4 2023	4
Y-Intercept (Hong Kong) Ltd	2	1	0.05%	0.09%	0.14%	Q3 2021	Q2 2023	4
State of New Jersey Common Pension Fund D	2	2	1.49%	1.84%	2.18%	Q4 2018	Q4 2021	4
Legacy Trust	4	4	0.13%	0.15%	0.16%	Q4 2022	Q3 2023	4
Bridgewealth Advisory Group, LLC	4	4	2.39%	2.96%	3.30%	Q4 2022	Q3 2023	4
MRA Associates USA LLC	4	4	0.11%	1.12%	1.76%	Q4 2018	Q3 2019	4
Strategic Capital Alternatives LLC	3	1	0.01%	0.02%	0.03%	Q3 2014	Q3 2015	4
Capitol Family Office, Inc.	4	4	29.87%	35.78%	47.50%	Q4 2022	Q3 2023	4
PRIVATE MANAGEMENT GROUP INC	2	2	0.01%	0.01%	0.02%	Q2 2021	Q3 2023	4
DAVIDSON INVESTMENT ADVISORS	4	4	0.05%	0.07%	0.08%	Q4 2022	Q3 2023	4
Cardinal Point Wealth Management LLC	4	4	25.24%	27.09%	28.59%	Q4 2020	Q3 2021	4
Lake Point Wealth Management	2	2	0.01%	0.02%	0.03%	Q1 2019	Q1 2020	4
Cleary Gull Holdings Inc.	4	4	2.34%	2.42%	2.56%	Q2 2015	Q1 2016	4
SWM Advisors	4	4	0.20%	0.21%	0.22%	Q4 2021	Q3 2022	4
Live Your Vision, LLC	4	4	0.19%	0.20%	0.21%	Q4 2014	Q3 2015	4
RIVER GLOBAL INVESTORS LLP	4	4	0.66%	0.87%	1.00%	Q1 2017	Q4 2017	4
Liberty Street Advisors, Inc.	4	4	0.78%	6.53%	21.09%	Q1 2015	Q4 2015	4
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	4	4	0.00%	0.01%	0.01%	Q3 2015	Q2 2016	4
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC	4	4	0.12%	0.13%	0.14%	Q4 2017	Q3 2018	4
Nalls Sherbakoff Group, LLC	3	1	0.09%	0.30%	0.90%	Q4 2018	Q3 2023	4
Spectrum Planning & Advisory Services Inc.	4	4	0.81%	4.07%	13.62%	Q4 2022	Q3 2023	4
JARISLOWSKY, FRASER Ltd	3	1	0.00%	0.01%	0.03%	Q2 2021	Q4 2022	4
Selway Asset Management	4	4	0.10%	0.11%	0.15%	Q4 2022	Q3 2023	4
1 NORTH WEALTH SERVICES LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q4 2019	4
Family Investment Center, Inc.	4	4	0.16%	0.23%	0.26%	Q4 2022	Q3 2023	4
St. James Investment Advisors, LLC	3	1	0.04%	0.27%	0.36%	Q4 2021	Q4 2022	4
BERKSHIRE ASSET MANAGEMENT LLC/PA	4	4	0.01%	0.01%	0.02%	Q1 2021	Q4 2021	4
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	4	4	2.66%	3.07%	3.60%	Q4 2021	Q3 2022	4
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC	4	4	0.30%	0.42%	0.55%	Q4 2019	Q3 2020	4
MILESTONE WEALTH, LLC	4	4	0.05%	0.05%	0.05%	Q4 2021	Q3 2022	4
LEVEL FOUR FINANCIAL, LLC	4	4	1.06%	1.42%	1.59%	Q4 2020	Q3 2021	4
KILEY JUERGENS WEALTH MANAGEMENT, LLC	4	4	0.21%	0.24%	0.28%	Q4 2017	Q3 2018	4
FutureAdvisor, Inc.	4	4	1.66%	1.82%	1.96%	Q4 2014	Q3 2015	4
Signature Wealth Management Group	4	4	0.02%	0.02%	0.02%	Q4 2017	Q3 2018	4
Coordinating Investment Fiduciary of Raytheon Master Pension Trust	4	4	2.04%	13.58%	17.88%	Q4 2014	Q3 2015	4
Viewpoint Capital Management LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Aspen Grove Capital, LLC	4	4	3.50%	3.82%	4.18%	Q4 2022	Q3 2023	4
Pillar Wealth Advisors, LLC	4	4	0.56%	0.58%	0.62%	Q4 2022	Q3 2023	4
Scissortail Wealth Management, LLC	4	4	12.56%	13.77%	15.42%	Q4 2021	Q3 2022	4
Resource Planning Group	4	4	1.15%	1.23%	1.34%	Q1 2019	Q4 2019	4
CHAPIN DAVIS, INC.	4	4	0.17%	0.28%	0.37%	Q4 2022	Q3 2023	4
Community Financial Services Group, LLC	4	4	0.05%	0.05%	0.05%	Q4 2014	Q3 2015	4
WEYBOSSET RESEARCH & MANAGEMENT LLC	4	4	0.08%	0.14%	0.20%	Q4 2022	Q3 2023	4
Darrow Company, Inc.	4	4	0.24%	0.26%	0.29%	Q4 2021	Q3 2022	4
EdgeRock Capital LLC	3	1	0.11%	0.14%	0.16%	Q3 2022	Q3 2023	4
AHL INVESTMENT MANAGEMENT, INC.	4	4	1.16%	1.27%	1.45%	Q4 2022	Q3 2023	4
Simon Charitable Public LLC	4	4	49.39%	51.24%	54.07%	Q4 2013	Q3 2014	4
BREITER CAPITAL MANAGEMENT INC	4	4	0.23%	0.24%	0.25%	Q2 2021	Q1 2022	4
PayPay Securities Corp	4	4	0.26%	0.54%	0.90%	Q4 2022	Q3 2023	4
Peak Asset Management, LLC	3	1	0.06%	0.09%	0.15%	Q3 2015	Q4 2021	4
TCG Advisors, LP	2	2	0.01%	1.61%	4.27%	Q1 2019	Q2 2020	4
Stegent Equity Advisors, Inc.	4	4	0.23%	0.36%	0.51%	Q4 2021	Q3 2022	4
Cardinal Point Wealth Management Partners, LLC	4	4	29.13%	30.12%	31.02%	Q4 2021	Q3 2022	4
AGF MANAGEMENT LTD	4	4	0.94%	1.00%	1.03%	Q4 2022	Q3 2023	4
HWG Holdings LP	4	4	0.01%	0.01%	0.02%	Q3 2018	Q2 2019	4
GODSEY & GIBB, INC	1	1	0.00%	0.04%	0.08%	Q2 2018	Q4 2022	4
Kaye Capital Management	4	4	0.40%	0.81%	1.36%	Q4 2022	Q3 2023	4
Private Capital Management, LLC	3	1	0.03%	0.04%	0.04%	Q1 2022	Q3 2023	4
SWISS REINSURANCE CO LTD	4	4	0.49%	1.48%	2.56%	Q2 2013	Q1 2014	4
Private Advisory Group LLC	4	4	0.07%	0.18%	0.50%	Q4 2021	Q3 2022	4
EXCALIBUR MANAGEMENT CORP	4	4	0.19%	0.22%	0.29%	Q4 2015	Q3 2016	4
Life Planning Partners, Inc	4	4	4.44%	4.90%	5.83%	Q4 2021	Q3 2022	4
Trail Ridge Investment Advisors, LLC	2	2	0.21%	0.25%	0.31%	Q1 2022	Q3 2023	4
Gupta Wealth Management LLC	4	4	0.10%	0.56%	0.88%	Q2 2015	Q1 2016	4
First Farmers & Merchants Bank / Trust	4	4	0.40%	0.60%	1.12%	Q4 2021	Q3 2022	4
Sound Stewardship, LLC	4	4	1.49%	1.56%	1.62%	Q4 2022	Q3 2023	4
Farther Finance Advisors, LLC	4	4	0.28%	0.55%	0.72%	Q4 2022	Q3 2023	4
Peachtree Investment Advisors, Inc.	4	4	0.06%	0.07%	0.08%	Q3 2014	Q2 2015	4
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	4	4	0.22%	0.23%	0.25%	Q4 2022	Q3 2023	4
PERSONAL FINANCIAL CONSULTANTS INC /ADV	4	4	19.19%	20.37%	21.50%	Q3 2018	Q2 2019	4
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC	2	2	0.00%	0.01%	0.04%	Q2 2014	Q3 2015	4
Financial Futures Ltd Liability Co.	3	1	0.19%	0.20%	0.21%	Q4 2021	Q3 2023	4
Prosperity Wealth Management, Inc.	4	4	0.24%	0.29%	0.34%	Q4 2022	Q3 2023	4
New Republic Capital, LLC	4	4	1.09%	1.16%	1.30%	Q4 2022	Q3 2023	4
Trellis Wealth Advisors LLC	4	4	14.31%	16.50%	18.78%	Q4 2022	Q3 2023	4
MYECFO, LLC	4	4	0.30%	0.51%	0.75%	Q4 2022	Q3 2023	4
Altiora Financial Group, LLC	4	4	2.38%	2.85%	3.32%	Q4 2022	Q3 2023	4
CASCADE INVESTMENT GROUP, INC.	4	4	11.12%	11.50%	12.17%	Q4 2022	Q3 2023	4
Beacon Capital Management, Inc.	2	1	0.00%	0.00%	0.00%	Q3 2017	Q4 2022	4
Summit Investment Advisory Services, LLC	4	4	2.75%	3.21%	4.38%	Q4 2022	Q3 2023	4
SageView Advisory Group, LLC	4	4	0.56%	0.65%	0.87%	Q4 2022	Q3 2023	4
THOMASPARTNERS, INC.	2	1	0.00%	0.01%	0.01%	Q2 2013	Q4 2016	4
Wells Trecaso Financial Group, LLC	4	4	0.16%	0.16%	0.16%	Q4 2022	Q3 2023	4
Wealthsimple Inc.	4	4	34.38%	34.65%	34.83%	Q4 2021	Q3 2022	4
First County Bank /CT/	4	4	0.21%	0.24%	0.25%	Q4 2022	Q3 2023	4
Cordasco Financial Network	1	1	0.00%	0.04%	0.12%	Q1 2017	Q1 2021	4
Headlands Technologies LLC	4	4	0.00%	0.62%	1.47%	Q4 2022	Q3 2023	4
TOBIAS FINANCIAL ADVISORS, INC.	3	1	0.02%	0.06%	0.09%	Q4 2019	Q3 2023	4
Wolf Group Capital Advisors	3	1	0.11%	0.19%	0.40%	Q1 2017	Q1 2022	4
RELIANCE TRUST CO	3	1	0.14%	1.90%	2.74%	Q2 2013	Q1 2017	4
Pinion Investment Advisors, LLC	4	4	1.85%	2.37%	3.14%	Q4 2022	Q3 2023	4
Advocacy Wealth Management Services, LLC	2	2	0.02%	0.18%	0.38%	Q2 2013	Q1 2016	4
Delap Wealth Advisory, LLC	4	4	0.93%	1.03%	1.15%	Q4 2022	Q3 2023	4
Fortitude Advisory Group L.L.C.	2	2	0.06%	0.23%	0.50%	Q4 2021	Q3 2023	4
Carr Financial Group Corp	4	4	3.40%	3.65%	3.94%	Q4 2022	Q3 2023	4
Presidio Capital Management, LLC	4	4	0.84%	1.92%	2.36%	Q4 2021	Q3 2022	4
Cairn Investment Group, Inc.	4	4	0.24%	0.36%	0.40%	Q2 2021	Q1 2022	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.20%	0.20%	0.22%	Q4 2022	Q3 2023	4
CHANNEL WEALTH LLC	4	4	0.32%	0.37%	0.40%	Q1 2023	Q4 2023	4
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4	4	2.76%	3.08%	3.22%	Q4 2022	Q3 2023	4
Bleakley Financial Group, LLC	4	4	0.37%	0.45%	0.49%	Q4 2022	Q3 2023	4
DecisionPoint Financial, LLC	4	4	0.60%	1.11%	1.61%	Q4 2022	Q3 2023	4
Callan Family Office, LLC	4	4	0.89%	1.03%	1.14%	Q4 2022	Q3 2023	4
Vawter Financial, Ltd.	4	4	0.56%	0.62%	0.74%	Q4 2022	Q3 2023	4
Ruedi Wealth Management, Inc.	4	4	0.15%	0.16%	0.18%	Q4 2022	Q3 2023	4
FREEDOM WEALTH ALLIANCE, LLC	4	4	2.05%	2.86%	3.31%	Q4 2022	Q3 2023	4
Vertex Planning Partners, LLC	4	4	0.12%	0.13%	0.14%	Q4 2022	Q3 2023	4
REBALANCE, LLC	4	4	10.89%	12.68%	14.22%	Q4 2022	Q3 2023	4
Corient Private Wealth LLC	4	4	0.46%	0.51%	0.62%	Q4 2022	Q3 2023	4
WPWealth LLP	4	4	0.52%	0.65%	0.84%	Q4 2022	Q3 2023	4
Lodestone Wealth Management LLC	4	4	1.62%	1.76%	1.84%	Q4 2022	Q3 2023	4
Cardinal Point Capital Management ULC	4	4	26.53%	29.09%	30.85%	Q4 2022	Q3 2023	4
WCG Wealth Advisors LLC	1	1	0.02%	0.13%	0.26%	Q3 2022	Q3 2023	3
Kapstone Financial Advisors LLC	3	3	0.17%	0.18%	0.19%	Q4 2022	Q2 2023	3
IronBridge Private Wealth, LLC	3	3	0.72%	0.79%	0.86%	Q1 2023	Q3 2023	3
Bensler, LLC	3	3	0.05%	0.06%	0.07%	Q1 2023	Q3 2023	3
NewDay Solutions, LLC	1	1	0.27%	0.29%	0.33%	Q4 2018	Q4 2019	3
NOMURA HOLDINGS INC	1	1	0.00%	0.01%	0.01%	Q4 2012	Q4 2013	3
MERIDIAN MANAGEMENT CO	3	3	0.11%	0.12%	0.12%	Q1 2023	Q3 2023	3
Pergamon Offshore Advisors, L.P.	3	3	0.97%	1.01%	1.05%	Q1 2015	Q3 2015	3
CETERA INVESTMENT MANAGEMENT LLC	2	1	0.14%	1.53%	4.29%	Q4 2015	Q2 2017	3
INSPIRION WEALTH ADVISORS, LLC	2	1	0.04%	0.05%	0.07%	Q2 2021	Q3 2023	3
Landsberg, Bennett, & Dubbaneh LLC	3	3	0.03%	0.03%	0.03%	Q1 2021	Q3 2021	3
Nicollet Investment Management, Inc.	3	3	0.09%	0.09%	0.09%	Q3 2021	Q1 2022	3
Aaron Wealth Advisors LLC	3	3	0.08%	0.13%	0.23%	Q1 2023	Q3 2023	3
CoreFirst Bank & Trust	3	3	0.23%	0.23%	0.24%	Q1 2023	Q3 2023	3
QCM Cayman, Ltd.	1	1	0.10%	0.53%	1.23%	Q4 2014	Q4 2021	3
Matrix Trust Co	2	1	0.05%	0.07%	0.12%	Q1 2020	Q2 2022	3
OneAscent Wealth Management LLC	2	1	0.25%	0.27%	0.29%	Q4 2022	Q3 2023	3
Delta Financial Group, Inc.	2	1	0.10%	0.14%	0.20%	Q4 2022	Q3 2023	3
Quantitative Investment Management, LLC	3	3	0.15%	0.47%	0.72%	Q4 2017	Q2 2018	3
SUTTON PLACE INVESTORS LLC	3	3	1.17%	1.38%	1.70%	Q4 2021	Q2 2022	3
Atlas Private Wealth Management, LLC	2	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	3
BIP Wealth, LLC	3	3	3.97%	4.24%	4.54%	Q1 2023	Q3 2023	3
HOURGLASS CAPITAL, LLC	3	3	0.08%	0.10%	0.15%	Q1 2023	Q3 2023	3
JACKSON SQUARE CAPITAL, LLC	2	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2020	3
Midwest Professional Planners, LTD.	3	3	0.03%	0.04%	0.05%	Q4 2017	Q2 2018	3
CFM WEALTH PARTNERS LLC	3	3	0.00%	0.02%	0.06%	Q4 2019	Q2 2020	3
Purus Wealth Management, LLC	3	3	0.18%	0.20%	0.23%	Q1 2023	Q3 2023	3
Ruggaard & Associates LLC	3	3	0.23%	0.30%	0.38%	Q1 2023	Q3 2023	3
Leonetti & Associates, LLC	2	1	0.05%	0.06%	0.06%	Q4 2017	Q3 2018	3
Palisade Asset Management, LLC	2	1	0.06%	0.06%	0.07%	Q4 2017	Q4 2022	3
Forbes Financial Planning, Inc.	3	3	5.28%	5.72%	6.30%	Q1 2023	Q3 2023	3
Byrne Asset Management LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Allegiant Private Advisors, LLC	3	3	1.95%	2.09%	2.23%	Q4 2020	Q2 2021	3
Novak Financial Planning, LLC	3	3	3.09%	3.88%	5.04%	Q4 2020	Q2 2021	3
FIDUCIARY SERVICES CORP/GA	3	3	0.12%	0.16%	0.24%	Q3 2014	Q1 2015	3
Wealth Management Partners, LLC	2	1	0.15%	0.16%	0.17%	Q4 2020	Q3 2023	3
AFAM CAPITAL, INC.	2	1	0.04%	0.12%	0.28%	Q1 2016	Q1 2017	3
RGT Wealth Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Granite Bay Wealth Management, LLC	2	1	0.08%	0.16%	0.22%	Q4 2021	Q3 2023	3
Tanglewood Legacy Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Consolidated Portfolio Review Corp	3	3	0.24%	0.26%	0.28%	Q1 2023	Q3 2023	3
Cape Investment Advisory, Inc.	3	3	0.11%	0.11%	0.12%	Q1 2023	Q3 2023	3
LEGACY FINANCIAL GROUP, INC.	3	3	0.11%	0.11%	0.11%	Q1 2023	Q3 2023	3
Sturgeon Ventures LLP	3	3	0.13%	0.14%	0.14%	Q1 2023	Q3 2023	3
Pavion Blue Capital, LLC	3	3	0.13%	0.13%	0.13%	Q1 2023	Q3 2023	3
Raleigh Capital Management Inc.	3	3	0.02%	0.04%	0.08%	Q1 2023	Q3 2023	3
ZRC WEALTH MANAGEMENT, LLC	3	3	1.53%	1.56%	1.61%	Q1 2023	Q3 2023	3
PFG Investments, LLC	3	3	0.52%	0.61%	0.66%	Q1 2023	Q3 2023	3
INVESTMENT MANAGEMENT OF VIRGINIA LLC	3	3	0.05%	0.08%	0.12%	Q3 2021	Q1 2022	3
SBK Financial, Inc.	3	3	0.49%	0.54%	0.60%	Q2 2022	Q4 2022	3
Pentwater Capital Management LP	3	3	0.10%	0.14%	0.17%	Q3 2022	Q1 2023	3
Invesco Ltd.	3	3	0.02%	0.02%	0.02%	Q2 2013	Q4 2013	3
Stonehearth Capital Management, LLC	3	3	6.33%	6.75%	7.09%	Q4 2014	Q2 2015	3
Russell Investments Group, Ltd.	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Johnson & White Wealth Management, LLC	1	1	0.46%	0.49%	0.52%	Q3 2022	Q3 2023	3
Quent Capital, LLC	2	1	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	3
Lakeside Wealth Management Group, LLC	3	3	18.58%	19.07%	20.04%	Q3 2016	Q1 2017	3
Pine Valley Investments Ltd Liability Co	3	3	0.04%	0.04%	0.04%	Q1 2023	Q3 2023	3
Summit Place Financial Advisors, LLC	3	3	0.20%	0.22%	0.24%	Q1 2023	Q3 2023	3
Garden State Investment Advisory Services LLC	3	3	0.12%	0.15%	0.21%	Q4 2022	Q2 2023	3
Nilsine Partners, LLC	3	3	0.04%	0.06%	0.08%	Q1 2023	Q3 2023	3
Yorktown Management & Research Co Inc	2	1	0.05%	0.05%	0.06%	Q4 2013	Q4 2014	3
Regis Acquisition Inc.	3	3	20.65%	21.16%	21.48%	Q1 2023	Q3 2023	3
AMI INVESTMENT MANAGEMENT INC	3	3	0.24%	0.25%	0.25%	Q1 2019	Q3 2019	3
BECKER CAPITAL MANAGEMENT INC	3	3	2.13%	2.22%	2.33%	Q1 2023	Q3 2023	3
DUMONT & BLAKE INVESTMENT ADVISORS LLC	3	3	0.14%	0.28%	0.38%	Q2 2013	Q4 2013	3
Iron Horse Wealth Management, LLC	2	1	0.01%	0.01%	0.01%	Q4 2020	Q2 2022	3
LITTLE HOUSE CAPITAL LLC	1	1	0.01%	0.20%	0.35%	Q1 2019	Q1 2021	3
KARLINSKI ANDREW C	3	3	0.03%	0.04%	0.05%	Q1 2022	Q3 2022	3
STAR Financial Bank	3	3	0.19%	0.21%	0.22%	Q4 2022	Q2 2023	3
North Ridge Wealth Advisors, Inc.	3	3	1.22%	1.25%	1.28%	Q1 2023	Q3 2023	3
Ferris Capital, LLC	1	1	0.02%	0.08%	0.20%	Q2 2017	Q2 2021	3
Salvus Wealth Management, LLC	3	3	0.57%	0.72%	1.02%	Q1 2023	Q3 2023	3
EWA, LLC	3	3	0.24%	0.25%	0.26%	Q1 2023	Q3 2023	3
Elite Wealth Management, Inc.	2	1	0.00%	0.54%	1.62%	Q2 2013	Q4 2014	3
A. D. Beadell Investment Counsel, Inc.	3	3	0.28%	0.34%	0.41%	Q3 2017	Q1 2018	3
LGT Financial Advisors LLC	2	1	1.04%	1.23%	1.50%	Q4 2022	Q3 2023	3
Yoder Wealth Management, Inc.	3	3	0.68%	0.85%	1.18%	Q1 2023	Q3 2023	3
Paragon Capital Management LLC	2	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2020	3
Plan Group Financial, LLC	2	1	0.24%	2.44%	5.68%	Q2 2022	Q3 2023	3
SWEENEY & MICHEL, LLC	3	3	0.45%	0.46%	0.47%	Q1 2023	Q3 2023	3
THOMPSON INVESTMENT MANAGEMENT, INC.	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
Empower Advisory Group, LLC	3	3	1.59%	1.62%	1.66%	Q1 2023	Q3 2023	3
Empire Financial Management Company, LLC	3	3	0.75%	0.79%	0.82%	Q1 2023	Q3 2023	3
Tevis Investment Management	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Montz Harcus Wealth Management LLC	3	3	0.18%	0.18%	0.18%	Q1 2023	Q3 2023	3
Avalon Trust Co	3	3	0.19%	0.22%	0.23%	Q1 2023	Q3 2023	3
Atomi Financial Group, Inc.	3	3	0.13%	0.18%	0.24%	Q1 2023	Q3 2023	3
Kraft, Davis & Associates, LLC	2	1	5.22%	5.31%	5.36%	Q4 2022	Q3 2023	3
O'Connor Financial Group LLC	3	3	0.99%	1.02%	1.06%	Q1 2023	Q3 2023	3
Strengthening Families & Communities, LLC	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
Tilson Financial Group, Inc.	2	1	0.32%	0.32%	0.32%	Q4 2022	Q3 2023	3
American Research & Management Co.	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Providence Wealth Advisors, LLC	3	3	0.27%	0.29%	0.33%	Q2 2022	Q4 2022	3
Financial Gravity Companies, Inc.	2	1	0.08%	0.27%	0.58%	Q4 2017	Q4 2018	3
MAINSTAY CAPITAL MANAGEMENT LLC /ADV	1	1	0.02%	0.08%	0.15%	Q4 2017	Q2 2022	3
Cornerstone Planning Group LLC	2	1	0.16%	0.36%	0.58%	Q4 2022	Q3 2023	3
Progressive Investment Management Corp	3	3	0.02%	0.02%	0.02%	Q3 2021	Q1 2022	3
EPIQ PARTNERS, LLC	3	3	0.14%	0.15%	0.16%	Q1 2023	Q3 2023	3
Genesis Wealth Advisors, LLC	3	3	0.07%	0.07%	0.07%	Q4 2014	Q2 2015	3
Black Swift Group, LLC	2	1	0.01%	0.04%	0.07%	Q3 2018	Q3 2023	3
Trivant Custom Portfolio Group, LLC	3	3	0.02%	0.12%	0.32%	Q1 2023	Q3 2023	3
Seelaus Asset Management LLC	3	3	0.43%	0.47%	0.49%	Q3 2018	Q1 2019	3
University of Southern California	3	3	29.04%	35.64%	44.47%	Q4 2012	Q2 2013	3
ODonnell Financial Services, LLC	3	3	0.45%	0.79%	1.40%	Q1 2023	Q3 2023	3
Riggs Asset Managment Co. Inc.	2	1	0.00%	0.03%	0.04%	Q2 2022	Q3 2023	3
CALDWELL SUTTER CAPITAL, INC.	3	3	0.03%	0.44%	0.65%	Q1 2023	Q3 2023	3
Root Financial Partners, LLC	3	3	1.89%	1.98%	2.14%	Q1 2023	Q3 2023	3
Perkins Coie Trust Co	3	3	0.27%	0.29%	0.31%	Q1 2023	Q3 2023	3
Leucadia National	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
INSIGHT 2811, INC.	3	3	0.11%	0.11%	0.12%	Q1 2014	Q3 2014	3
WELCH & FORBES LLC	2	1	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	3
BHF Kleinwort Benson Group S.A.	3	3	0.00%	0.02%	0.03%	Q4 2014	Q2 2015	3
Axiom Investment Management LLC	3	3	0.03%	0.04%	0.06%	Q4 2018	Q2 2019	3
Parasol Investment Management, LLC	3	3	0.03%	0.03%	0.04%	Q4 2013	Q2 2014	3
Argent Wealth Management LLC	3	3	0.09%	0.10%	0.11%	Q4 2019	Q2 2020	3
Camelot Portfolios, LLC	3	3	0.12%	0.13%	0.14%	Q4 2017	Q2 2018	3
Ervin Investment Management, LLC	3	3	0.50%	0.51%	0.51%	Q1 2023	Q3 2023	3
Highlander Capital Management, LLC	1	1	0.00%	0.07%	0.22%	Q2 2013	Q3 2023	3
WESTON CAPITAL MANAGEMENT INC	3	3	0.55%	0.56%	0.57%	Q2 2013	Q4 2013	3
Peninsula Wealth, LLC	2	1	0.05%	0.06%	0.07%	Q4 2021	Q2 2023	3
PEOPLES FINANCIAL SERVICES CORP.	3	3	0.01%	0.02%	0.03%	Q4 2013	Q2 2014	3
Straight Path Wealth Management	3	3	0.21%	0.23%	0.25%	Q4 2022	Q2 2023	3
Blue Chip Wealth Management, Inc.	2	1	0.18%	0.19%	0.20%	Q4 2019	Q3 2020	3
Blackhawk Capital Partners LLC.	3	3	0.14%	0.15%	0.16%	Q3 2021	Q1 2022	3
TRUST CO OF OKLAHOMA	3	3	0.12%	0.12%	0.13%	Q1 2023	Q3 2023	3
COMMUNITY TRUST & INVESTMENT CO	2	1	0.02%	0.02%	0.03%	Q3 2019	Q4 2022	3
Gallagher Fiduciary Advisors, LLC	3	3	0.04%	0.04%	0.05%	Q1 2023	Q3 2023	3
Fifth Third Wealth Advisors LLC	3	3	0.10%	0.14%	0.19%	Q2 2023	Q4 2023	3
PCA Investment Advisory Services Inc.	3	3	1.12%	1.21%	1.28%	Q1 2023	Q3 2023	3
Conservest Capital Advisors, Inc.	3	3	0.03%	0.04%	0.04%	Q1 2023	Q3 2023	3
Biltmore Capital Advisors LLC	3	3	0.07%	1.69%	4.91%	Q4 2018	Q2 2019	3
Holloway Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Motley Fool Wealth Management, LLC	2	1	0.03%	0.09%	0.13%	Q2 2015	Q4 2022	3
Pinnacle Private Wealth, LLC	3	3	0.44%	0.81%	1.04%	Q4 2021	Q2 2022	3
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	1	1.98%	2.04%	2.10%	Q1 2020	Q3 2023	3
Carnick & Kubik, LLC	3	3	0.13%	0.22%	0.28%	Q3 2015	Q1 2016	3
GRIFFIN ASSET MANAGEMENT, INC.	1	1	0.00%	0.03%	0.05%	Q3 2017	Q2 2019	3
Manning & Napier Group, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
WHITENER CAPITAL MANAGEMENT, INC.	3	3	0.01%	0.01%	0.01%	Q1 2019	Q3 2019	3
London & Capital Asset Management Ltd	3	3	0.05%	0.05%	0.06%	Q4 2019	Q2 2020	3
FORTE ASSET MANAGEMENT LLC	3	3	0.15%	0.15%	0.15%	Q1 2023	Q3 2023	3
Ethos Financial Group, LLC	3	3	0.30%	0.34%	0.37%	Q4 2022	Q2 2023	3
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	3	3	0.06%	0.07%	0.07%	Q2 2022	Q4 2022	3
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC	3	3	0.04%	0.09%	0.12%	Q4 2020	Q2 2021	3
ASSET MANAGEMENT CORP /IL/ /ADV	2	1	0.10%	0.11%	0.13%	Q4 2019	Q3 2021	3
Live Oak Private Wealth LLC	2	1	0.05%	0.05%	0.06%	Q3 2022	Q2 2023	3
Kingsbury Capital Investment Advisors LLC	3	3	0.63%	0.66%	0.69%	Q1 2022	Q3 2022	3
Pinnacle Wealth Planning Services, Inc.	2	1	0.01%	0.45%	0.73%	Q1 2020	Q4 2020	3
Hamilton Capital, LLC	2	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2023	3
WOODBURN R ROBERT JR	3	3	2.06%	2.10%	2.15%	Q4 2012	Q2 2013	3
Coatue Management	3	3	0.01%	0.03%	0.05%	Q3 2019	Q1 2020	3
XR Securities LLC	2	2	0.02%	0.05%	0.12%	Q3 2022	Q4 2022	3
Strategic Financial Concepts, LLC	3	3	1.80%	1.95%	2.06%	Q1 2023	Q3 2023	3
ANCHOR CAPITAL ADVISORS LLC	3	3	0.02%	0.02%	0.02%	Q1 2023	Q3 2023	3
Geller Advisors LLC	3	3	0.16%	0.21%	0.26%	Q3 2021	Q1 2022	3
Glass Jacobson Investment Advisors llc	2	1	0.14%	0.33%	0.49%	Q4 2022	Q3 2023	3
Windsor Capital Management, LLC	2	1	0.00%	0.00%	0.01%	Q2 2013	Q3 2015	3
AFFINITY WEALTH MANAGEMENT LLC	3	3	0.07%	0.08%	0.09%	Q1 2023	Q3 2023	3
CenterStar Fund, LLC	1	1	0.00%	0.02%	0.06%	Q4 2016	Q4 2016	3
CSat Investment Advisory, L.P.	2	1	1.09%	5.74%	8.38%	Q4 2019	Q3 2020	3
Grey Street Capital, LLC	3	3	0.19%	0.21%	0.24%	Q1 2023	Q3 2023	3
Dynasty Wealth Management, LLC	2	1	0.33%	9.09%	26.58%	Q4 2017	Q4 2018	3
Ascent Wealth Partners, LLC	3	3	0.15%	0.15%	0.16%	Q1 2023	Q3 2023	3
MONUMENTAL FINANCIAL GROUP INC.	2	1	0.07%	0.59%	1.62%	Q1 2021	Q1 2023	3
Torch Wealth Management LLC	3	3	0.01%	0.01%	0.01%	Q4 2013	Q2 2014	3
Goldstein Advisors, LLC	3	3	0.14%	0.20%	0.25%	Q1 2023	Q3 2023	3
SageGuard Financial Group, LLC	3	3	1.76%	1.82%	1.94%	Q4 2020	Q2 2021	3
Vontobel Holding Ltd.	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
Stuart Chaussee & Associates, Inc.	2	1	0.02%	0.06%	0.12%	Q4 2016	Q3 2023	3
Midwest Financial Group LLC	3	3	0.57%	0.59%	0.60%	Q1 2023	Q3 2023	3
State of Wisconsin - Board of Commissioners of Public Lands	3	3	7.20%	7.40%	7.54%	Q1 2023	Q3 2023	3
Lauer Wealth, LLC	3	3	0.58%	0.60%	0.62%	Q1 2023	Q3 2023	3
HATTON CONSULTING, INC.	3	3	0.31%	0.33%	0.36%	Q1 2021	Q3 2021	3
ACAS, LLC	3	3	0.36%	0.54%	0.68%	Q1 2023	Q3 2023	3
EMERSON INVESTMENT MANAGEMENT, LLC	2	1	0.02%	0.07%	0.14%	Q2 2014	Q1 2016	3
January Capital Advisors LLC	3	3	0.85%	0.91%	1.04%	Q4 2021	Q2 2022	3
Certus Wealth Management, LLC	2	2	0.64%	0.65%	0.67%	Q2 2023	Q3 2023	2
JSF Financial, LLC	2	2	0.10%	0.11%	0.12%	Q4 2021	Q1 2022	2
Divergent Planning, LLC	1	1	0.45%	0.52%	0.58%	Q3 2022	Q2 2023	2
Triumph Capital Management	1	1	0.09%	0.12%	0.15%	Q4 2021	Q1 2023	2
SKBA CAPITAL MANAGEMENT LLC	2	2	0.06%	0.06%	0.06%	Q2 2022	Q3 2022	2
BlackRock Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2014	Q1 2016	2
Lafayette Investments	2	2	0.06%	0.06%	0.06%	Q4 2021	Q1 2022	2
Alpha Omega Group, Inc.	2	2	0.26%	0.26%	0.26%	Q1 2022	Q2 2022	2
VIVID FINANCIAL MANAGEMENT, INC.	2	2	0.12%	0.12%	0.12%	Q3 2021	Q4 2021	2
Maple Capital Management, Inc.	1	1	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	2
Relaxing Retirement Coach	2	2	0.09%	0.20%	0.30%	Q1 2023	Q2 2023	2
Stadion Money Management, LLC	1	1	0.94%	3.52%	6.11%	Q1 2016	Q3 2016	2
Claraphi Advisory Network, LLC	1	1	0.03%	0.05%	0.08%	Q3 2019	Q1 2020	2
IMS Capital Management	2	2	0.25%	0.35%	0.45%	Q2 2023	Q3 2023	2
Aevitas Wealth Management, Inc.	1	1	0.00%	0.01%	0.02%	Q1 2018	Q1 2019	2
Shilanski & Associates, Inc.	1	1	0.23%	0.30%	0.36%	Q1 2022	Q3 2022	2
CenterStar Asset Management, LLC	1	1	0.01%	0.05%	0.09%	Q1 2018	Q1 2019	2
DeDora Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q1 2022	2
Sentinus, LLC	2	2	3.00%	3.10%	3.19%	Q1 2023	Q2 2023	2
Auxano Advisors, LLC	1	1	0.12%	0.19%	0.25%	Q4 2021	Q2 2022	2
MCIA Inc	1	1	0.08%	0.16%	0.24%	Q3 2018	Q2 2023	2
Davis Capital Management	2	2	3.06%	3.13%	3.20%	Q1 2020	Q2 2020	2
StrongBox Wealth, LLC	1	1	0.11%	0.15%	0.19%	Q2 2020	Q4 2021	2
Ground Swell Capital, LLC	1	1	0.44%	2.22%	3.99%	Q4 2020	Q3 2023	2
Fortis Group Advisors, LLC	1	1	0.01%	0.02%	0.02%	Q3 2020	Q3 2023	2
Fund Evaluation Group, LLC	2	2	0.48%	0.63%	0.78%	Q4 2019	Q1 2020	2
Sunflower Bank, N.A.	2	2	0.16%	0.16%	0.17%	Q2 2020	Q3 2020	2
Navalign, LLC	1	1	0.15%	0.31%	0.48%	Q1 2021	Q3 2023	2
Lake Hills Wealth Management, LLC	2	2	0.53%	0.58%	0.62%	Q4 2021	Q1 2022	2
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	2	2	1.14%	1.25%	1.37%	Q4 2013	Q1 2014	2
Berger Financial Group, Inc	2	2	0.02%	0.02%	0.03%	Q1 2023	Q2 2023	2
Arjuna Capital	1	1	0.03%	0.12%	0.20%	Q4 2017	Q1 2021	2
MONEYWISE, INC.	2	2	0.20%	0.20%	0.21%	Q2 2019	Q3 2019	2
Ackerman Capital Advisors, LLC	1	1	0.08%	2.55%	5.03%	Q3 2018	Q4 2019	2
Goodman Financial Corp	1	1	0.06%	0.07%	0.08%	Q4 2017	Q2 2023	2
MAD RIVER INVESTORS	2	2	1.88%	1.99%	2.11%	Q2 2023	Q3 2023	2
Planned Solutions, Inc.	2	2	0.02%	0.02%	0.02%	Q3 2020	Q4 2020	2
1st Global Advisors, Inc.	2	2	0.03%	0.03%	0.03%	Q1 2017	Q2 2017	2
Axiom Financial Strategies, LLC	2	2	0.10%	0.10%	0.10%	Q3 2021	Q4 2021	2
True Capital Management	2	2	0.70%	0.74%	0.78%	Q4 2022	Q1 2023	2
R & A Capital Management, LLC	2	2	6.03%	6.04%	6.05%	Q2 2013	Q3 2013	2
Callahan Advisors, LLC	1	1	0.03%	0.04%	0.04%	Q1 2021	Q1 2023	2
MEITAV INVESTMENT HOUSE LTD	1	1	0.02%	0.03%	0.05%	Q1 2018	Q4 2018	2
Premia Global Advisors, LLC	2	2	0.05%	0.07%	0.08%	Q1 2018	Q2 2018	2
WIT, LLC	2	2	0.32%	0.34%	0.37%	Q2 2023	Q3 2023	2
HARVEST GROUP WEALTH MANAGEMENT, LLC	2	2	0.02%	0.02%	0.03%	Q1 2019	Q2 2019	2
Perella Weinberg Partners Capital Management LP	2	2	1.07%	2.47%	3.88%	Q2 2019	Q3 2019	2
STIFEL NICOLAUS & CO INC \MO\	2	2	0.06%	0.06%	0.07%	Q2 2013	Q3 2013	2
Baltimore-Washington Financial Advisors Inc.	2	2	0.02%	0.02%	0.02%	Q2 2013	Q3 2013	2
MFA WEALTH ADVISORS, LLC	1	1	0.01%	2.01%	4.01%	Q4 2019	Q2 2020	2
Fountainhead AM, LLC	1	1	0.10%	0.20%	0.29%	Q3 2021	Q3 2023	2
Allegheny Financial Group LTD	1	1	0.09%	0.10%	0.10%	Q1 2023	Q3 2023	2
Taylor & Morgan Wealth Management, LLC	1	1	0.18%	0.19%	0.21%	Q4 2021	Q2 2022	2
SevenBridge Financial Group, LLC	2	2	0.00%	0.02%	0.03%	Q1 2019	Q2 2019	2
INTEGRAL DERIVATIVES, LLC	2	2	0.00%	0.01%	0.01%	Q2 2016	Q3 2016	2
Bickling Financial Services, Inc.	2	2	0.25%	0.26%	0.27%	Q4 2021	Q1 2022	2
ShoreHaven Wealth Partners, LLC	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
Golden State Equity Partners	2	2	0.25%	0.25%	0.26%	Q2 2021	Q3 2021	2
Verition Fund Management LLC	1	1	0.01%	0.09%	0.18%	Q3 2015	Q2 2022	2
IMA Wealth, Inc.	2	2	0.01%	0.01%	0.01%	Q1 2019	Q2 2019	2
OAK FAMILY ADVISORS, LLC	2	2	0.17%	0.18%	0.18%	Q3 2021	Q4 2021	2
EXCHANGE TRADED CONCEPTS, LLC	2	2	1.71%	2.04%	2.36%	Q3 2021	Q4 2021	2
Narwhal Capital Management	2	2	0.07%	0.07%	0.08%	Q2 2017	Q3 2017	2
Ipswich Investment Management Co., Inc.	2	2	0.01%	0.13%	0.26%	Q3 2018	Q4 2018	2
3EDGE Asset Management, LP	1	1	0.58%	1.02%	1.46%	Q4 2016	Q4 2022	2
Bard Financial Services, Inc.	2	2	0.17%	0.17%	0.17%	Q1 2023	Q2 2023	2
Fermata Advisors, LLC	2	2	0.17%	0.34%	0.50%	Q2 2023	Q3 2023	2
Alaethes Wealth LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Winchester Group Inc.	2	2	0.08%	0.09%	0.09%	Q2 2013	Q3 2013	2
BTC Capital Management, Inc.	2	2	0.02%	0.02%	0.02%	Q2 2021	Q3 2021	2
Starfire Investment Advisers, Inc.	2	2	0.09%	0.09%	0.09%	Q3 2019	Q4 2019	2
Barrington Strategic Wealth Management Group LLC	2	2	0.15%	0.15%	0.15%	Q2 2017	Q3 2017	2
EDMOND DE ROTHSCHILD (SUISSE) S.A.	2	2	1.32%	1.49%	1.66%	Q2 2016	Q3 2016	2
Bridgewater Wealth & Financial Management, LLC	2	2	0.07%	0.07%	0.08%	Q1 2017	Q2 2017	2
Heirloom Wealth Management	2	2	0.12%	0.12%	0.12%	Q2 2023	Q3 2023	2
Revisor Wealth Management LLC	2	2	1.01%	1.92%	2.84%	Q1 2023	Q2 2023	2
Lesa Sroufe & Co	1	1	0.10%	0.15%	0.20%	Q2 2016	Q1 2017	2
Financial Planners of Cleveland, Inc.	2	2	2.25%	5.75%	9.26%	Q4 2021	Q1 2022	2
Independent Wealth Network Inc.	2	2	0.48%	0.49%	0.50%	Q3 2021	Q4 2021	2
FIRST INTERSTATE BANK	1	1	0.00%	0.01%	0.01%	Q2 2016	Q4 2017	2
Lunt Capital Management, Inc.	2	2	0.11%	0.11%	0.12%	Q2 2023	Q3 2023	2
Peterson Financial Group, Inc.	2	2	0.14%	0.14%	0.14%	Q2 2023	Q3 2023	2
Buttonwood Financial Advisors Inc.	2	2	0.25%	0.25%	0.25%	Q2 2023	Q3 2023	2
BBVA USA	2	2	0.13%	0.13%	0.14%	Q2 2021	Q3 2021	2
Legacy CG, LLC	2	2	0.02%	0.10%	0.18%	Q1 2022	Q2 2022	2
PENSECO FINANCIAL SERVICES CORP	2	2	0.02%	0.02%	0.03%	Q2 2013	Q3 2013	2
Signator Financial Services, Inc.	2	2	0.07%	0.07%	0.07%	Q2 2013	Q3 2013	2
LOCKERMAN FINANCIAL GROUP, INC.	2	2	0.60%	0.66%	0.72%	Q2 2023	Q3 2023	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.72%	0.82%	0.92%	Q4 2021	Q1 2022	2
Private Vista, LLC	2	2	0.15%	0.17%	0.18%	Q1 2020	Q2 2020	2
TCWP LLC	2	2	0.02%	0.04%	0.07%	Q1 2022	Q2 2022	2
FIRST MIDWEST BANK TRUST DIVISION	2	2	1.39%	1.40%	1.41%	Q4 2018	Q1 2019	2
INVESTMENT PARTNERS, LTD.	1	1	0.03%	0.10%	0.16%	Q1 2015	Q3 2022	2
WEXFORD CAPITAL LP	2	2	1.52%	1.56%	1.60%	Q2 2023	Q3 2023	2
Nauset Wealth Management. LLC	2	2	0.29%	0.33%	0.37%	Q4 2021	Q1 2022	2
Morton Brown Family Wealth, LLC	2	2	0.03%	0.27%	0.51%	Q2 2023	Q3 2023	2
Paradigm Capital Management, LLC/NV	2	2	0.68%	0.73%	0.78%	Q3 2022	Q4 2022	2
CONGRESS ASSET MANAGEMENT CO /MA	1	1	0.01%	0.01%	0.02%	Q4 2020	Q4 2021	2
REDMONT WEALTH ADVISORS LLC	2	2	0.24%	0.25%	0.26%	Q4 2021	Q1 2022	2
TELEMUS CAPITAL, LLC	2	2	0.02%	0.02%	0.02%	Q4 2017	Q1 2018	2
REGATTA CAPITAL GROUP, LLC	2	2	0.06%	0.07%	0.07%	Q2 2023	Q3 2023	2
BlackRock Institutional Trust Company, N.A.	1	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2014	2
Retirement Solution Inc.	2	2	0.24%	0.26%	0.27%	Q4 2020	Q1 2021	2
Glassy Mountain Advisors, Inc.	2	2	0.06%	5.96%	11.86%	Q4 2022	Q1 2023	2
INTREPID FAMILY OFFICE LLC	1	1	2.38%	5.99%	9.59%	Q4 2022	Q3 2023	2
Stratford Consulting, LLC	2	2	0.04%	0.05%	0.05%	Q4 2019	Q1 2020	2
RPg Family Wealth Advisory, LLC	1	1	0.01%	0.04%	0.07%	Q4 2015	Q3 2018	2
Hutchens & Kramer Investment Management Group, LLC	2	2	0.16%	0.17%	0.17%	Q2 2023	Q3 2023	2
PIERSHALE FINANCIAL GROUP, INC.	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Sterling Investment Counsel, LLC	2	2	0.15%	0.18%	0.21%	Q4 2021	Q1 2022	2
Reynolds Investment Management, Inc.	2	2	0.07%	0.07%	0.07%	Q1 2022	Q2 2022	2
CLEAR INVESTMENT RESEARCH, LLC	2	2	0.00%	0.00%	0.00%	Q4 2019	Q1 2020	2
Drake & Associates, LLC	1	1	0.10%	0.20%	0.30%	Q2 2022	Q1 2023	2
First National Advisers, LLC	2	2	0.16%	0.22%	0.28%	Q2 2023	Q3 2023	2
Coppell Advisory Solutions Corp.	2	2	0.10%	0.10%	0.10%	Q4 2022	Q1 2023	2
ACUTE INVESTMENT ADVISORY, LLC	2	2	0.37%	0.95%	1.53%	Q4 2021	Q1 2022	2
Dunhill Financial, LLC	2	2	1.68%	1.80%	1.91%	Q2 2023	Q3 2023	2
ADVISOR PARTNERS II, LLC	2	2	0.03%	0.03%	0.04%	Q2 2023	Q3 2023	2
DAYMARK WEALTH PARTNERS, LLC	2	2	0.02%	0.03%	0.04%	Q2 2023	Q3 2023	2
UNIQUE WEALTH, LLC	2	2	0.10%	0.11%	0.13%	Q2 2023	Q3 2023	2
Retirement Investment Advisors, Inc.	2	2	0.07%	0.09%	0.10%	Q2 2023	Q3 2023	2
GUIDANCE CAPITAL, INC	2	2	0.45%	0.45%	0.46%	Q2 2023	Q3 2023	2
RETIREMENT FINANCIAL SOLUTIONS, LLC	1	1	0.00%	0.13%	0.26%	Q4 2022	Q3 2023	2
HF Advisory Group, LLC	1	1	0.18%	0.48%	0.77%	Q1 2023	Q3 2023	2
Icon Wealth Advisors, LLC	2	2	0.12%	0.19%	0.27%	Q3 2022	Q4 2022	2
Brainard Capital Management LLC	2	2	0.86%	0.88%	0.89%	Q4 2022	Q1 2023	2
Rooted Wealth Advisors, Inc.	2	2	0.26%	0.34%	0.42%	Q1 2023	Q2 2023	2
New England Capital Financial Advisors LLC	2	2	0.00%	0.01%	0.02%	Q4 2022	Q1 2023	2
River Street Advisors LLC	2	2	0.19%	0.26%	0.32%	Q2 2023	Q3 2023	2
Core Wealth Partners LLC	2	2	0.23%	0.23%	0.23%	Q1 2023	Q2 2023	2
Beverly Hills Private Wealth, LLC	2	2	0.07%	0.09%	0.12%	Q2 2023	Q3 2023	2
Northeast Financial Group, Inc.	2	2	0.78%	0.81%	0.84%	Q2 2023	Q3 2023	2
Leading Edge Financial Planning LLC	2	2	0.40%	0.43%	0.47%	Q4 2022	Q1 2023	2
DDFG, Inc	2	2	0.07%	0.08%	0.08%	Q2 2023	Q3 2023	2
25 LLC	2	2	0.06%	0.11%	0.16%	Q1 2023	Q2 2023	2
Values Added Financial LLC	2	2	3.58%	3.73%	3.88%	Q2 2023	Q3 2023	2
ORG Partners LLC	2	2	0.29%	0.32%	0.36%	Q2 2023	Q3 2023	2
Nemes Rush Group LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Impact Partnership Wealth, LLC	2	2	0.06%	0.08%	0.10%	Q2 2023	Q3 2023	2
Prairie Sky Financial Group LLC	2	2	7.63%	11.09%	14.54%	Q2 2023	Q3 2023	2
Cherry Tree Wealth Management, LLC	2	2	0.81%	0.82%	0.84%	Q2 2023	Q3 2023	2
UNION SAVINGS BANK	2	2	0.56%	0.57%	0.58%	Q2 2023	Q3 2023	2
LAZARI CAPITAL MANAGEMENT, INC.	2	2	0.25%	0.25%	0.26%	Q2 2023	Q3 2023	2
BROWN WEALTH MANAGEMENT, LLC	2	2	0.40%	0.43%	0.46%	Q2 2023	Q3 2023	2
Arcataur Capital Management LLC	2	2	0.09%	0.09%	0.09%	Q2 2023	Q3 2023	2
KINGSWOOD WEALTH ADVISORS, LLC	2	2	0.29%	0.29%	0.30%	Q2 2023	Q3 2023	2
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	2	2	0.16%	0.16%	0.16%	Q2 2023	Q3 2023	2
Prosperity Financial Group, Inc.	2	2	0.24%	0.27%	0.29%	Q2 2023	Q3 2023	2
CGC Financial Services, LLC	2	2	0.05%	0.05%	0.05%	Q2 2023	Q3 2023	2
Bruderman Asset Management, LLC	2	2	0.02%	0.02%	0.02%	Q4 2018	Q1 2019	2
WFA Asset Management Corp	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Exchange Bank	2	2	2.19%	2.25%	2.32%	Q2 2023	Q3 2023	2
BW Gestao de Investimentos Ltda.	2	2	0.45%	0.48%	0.51%	Q2 2023	Q3 2023	2
STANCORP INVESTMENT ADVISERS INC	2	2	0.20%	0.20%	0.21%	Q4 2014	Q1 2015	2
Nelson Capital Management, LLC	2	2	0.04%	0.04%	0.04%	Q3 2021	Q4 2021	2
INTEGRATED WEALTH COUNSEL, LLC	2	2	0.02%	0.03%	0.04%	Q3 2016	Q4 2016	2
FIRST AMERICAN TRUST, FSB	1	1	0.08%	0.08%	0.08%	Q2 2015	Q4 2022	2
NORTH POINT PORTFOLIO MANAGERS CORP/OH	1	1	0.06%	0.07%	0.08%	Q4 2013	Q3 2018	2
Paloma Partners Management Co	1	1	0.05%	0.07%	0.09%	Q2 2020	Q4 2022	2
Quantbot Technologies LP	1	1	0.06%	0.07%	0.08%	Q2 2022	Q3 2023	2
Wharton Business Group, LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Barry Investment Advisors, LLC	2	2	0.06%	0.06%	0.07%	Q4 2021	Q1 2022	2
BRAVE ASSET MANAGEMENT INC	2	2	0.01%	0.01%	0.01%	Q2 2015	Q3 2015	2
Gerstein Fisher	1	1	0.03%	0.04%	0.04%	Q4 2015	Q3 2016	2
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	1	1	0.08%	0.10%	0.12%	Q1 2020	Q2 2023	2
NISA INVESTMENT ADVISORS, LLC	2	2	0.55%	2.27%	3.99%	Q3 2022	Q4 2022	2
New World Advisors LLC	1	1	0.21%	0.47%	0.74%	Q2 2021	Q2 2022	2
My Legacy Advisors, LLC	2	2	0.31%	0.34%	0.38%	Q2 2023	Q3 2023	2
Semmax Financial Advisors Inc.	1	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	2
Sound View Wealth Advisors, LLC	2	2	0.11%	0.11%	0.12%	Q4 2018	Q1 2019	2
CANANDAIGUA NATIONAL CORP	2	2	0.04%	0.05%	0.06%	Q2 2022	Q3 2022	2
Allred Capital Management, LLC	1	1	0.01%	0.02%	0.02%	Q4 2019	Q1 2021	2
IFS Advisors, LLC	2	2	0.10%	0.11%	0.12%	Q4 2022	Q1 2023	2
Hotaling Investment Management, LLC	1	1	0.10%	0.12%	0.13%	Q3 2020	Q4 2021	2
Alpha Quant Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q4 2018	Q1 2019	2
Strategic Investment Advisors / MI	1	1	0.06%	0.07%	0.08%	Q4 2021	Q4 2022	2
STEEL GROVE CAPITAL ADVISORS, LLC	2	2	0.06%	0.07%	0.08%	Q1 2014	Q2 2014	2
Oxinas Partners Wealth Management LLC	2	2	0.14%	0.14%	0.15%	Q2 2023	Q3 2023	2
Carolina Wealth Advisors, LLC	1	1	0.00%	0.04%	0.08%	Q1 2021	Q1 2023	2
Delta Investment Management, LLC	1	1	0.12%	0.16%	0.21%	Q1 2019	Q2 2020	2
Deseret Mutual Benefit Administrators	2	2	8.81%	9.19%	9.57%	Q1 2020	Q2 2020	2
AQR Capital Management	2	2	0.12%	0.12%	0.13%	Q2 2023	Q3 2023	2
Belvedere Advisors LLC	2	2	0.12%	0.33%	0.53%	Q1 2019	Q2 2019	2
First Bancorp, Inc /ME/	1	1	0.18%	0.20%	0.22%	Q1 2021	Q4 2021	2
Integris Wealth Management, LLC	2	2	0.07%	3.44%	6.81%	Q2 2023	Q3 2023	2
Lee Capital Holdings LLC	2	2	0.16%	0.39%	0.61%	Q3 2020	Q4 2020	2
Mount Yale Investment Advisors, LLC	1	1	0.01%	0.11%	0.20%	Q2 2018	Q4 2022	2
Cedar Mountain Advisors, LLC	2	2	0.00%	0.00%	0.01%	Q2 2023	Q3 2023	2
J. L. Bainbridge & Co., Inc.	2	2	0.23%	0.24%	0.24%	Q2 2023	Q3 2023	2
BEL AIR INVESTMENT ADVISORS LLC	2	2	0.10%	0.10%	0.10%	Q1 2021	Q2 2021	2
CUMBERLAND ADVISORS INC	1	1	0.36%	0.42%	0.47%	Q4 2021	Q4 2022	2
Howard Capital Management Inc.	1	1	0.07%	0.19%	0.30%	Q4 2018	Q2 2020	2
MILES CAPITAL, INC.	2	2	0.20%	0.23%	0.26%	Q2 2013	Q3 2013	2
SWS Partners	2	2	0.02%	0.02%	0.02%	Q4 2017	Q1 2018	2
Minot Wealth Management LLC	2	2	0.07%	0.07%	0.07%	Q1 2022	Q2 2022	2
WOLVERINE ASSET MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2015	2
Santori & Peters, Inc.	2	2	0.19%	0.19%	0.19%	Q4 2017	Q1 2018	2
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
BluePath Capital Management, LLC	1	1	0.40%	0.40%	0.40%	Q3 2023	Q3 2023	1
Ramirez Asset Management, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
CJM Wealth Advisers, Ltd.	1	1	0.17%	0.17%	0.17%	Q4 2021	Q4 2021	1
Lionsbridge Wealth Management LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
COMPASS CAPITAL MANAGEMENT, INC	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
Truadvice, LLC	1	1	0.09%	0.09%	0.09%	Q1 2021	Q1 2021	1
Timber Creek Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
ISLAY CAPITAL MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Equita Financial Network, Inc.	1	1	6.66%	6.66%	6.66%	Q3 2023	Q3 2023	1
GSG Advisors LLC	1	1	24.67%	24.67%	24.67%	Q3 2023	Q3 2023	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
TIAA TRUST, NATIONAL ASSOCIATION	1	1	0.67%	0.67%	0.67%	Q3 2023	Q3 2023	1
Financial Security Advisor, Inc.	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Envestnet Portfolio Solutions, Inc.	1	1	1.04%	1.04%	1.04%	Q3 2023	Q3 2023	1
Astor Investment Management LLC	1	1	0.37%	0.37%	0.37%	Q4 2018	Q4 2018	1
IAMS WEALTH MANAGEMENT, LLC	1	1	0.08%	0.08%	0.08%	Q2 2023	Q2 2023	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	6.70%	6.70%	6.70%	Q3 2023	Q3 2023	1
Newman Dignan & Sheerar, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
Planning Center, Inc.	1	1	0.25%	0.25%	0.25%	Q2 2023	Q2 2023	1
United Community Bank	1	1	0.73%	0.73%	0.73%	Q3 2023	Q3 2023	1
Diametric Capital, LP	1	1	1.02%	1.02%	1.02%	Q3 2022	Q3 2022	1
Fulcrum Equity Management	1	1	0.08%	0.08%	0.08%	Q3 2019	Q3 2019	1
William Allan Corp	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Austin Wealth Management, LLC	1	1	0.53%	0.53%	0.53%	Q3 2023	Q3 2023	1
Haverford Financial Services, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2018	Q4 2018	1
KRS Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
VANCE WEALTH, INC.	1	1	0.64%	0.64%	0.64%	Q4 2021	Q4 2021	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Valued Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2023	Q4 2023	1
10-15 ASSOCIATES, INC.	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
ESSEX INVESTMENT MANAGEMENT CO LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	1	1	2.89%	2.89%	2.89%	Q1 2015	Q1 2015	1
Keel Point Advisors, LLC	1	1	0.20%	0.20%	0.20%	Q4 2014	Q4 2014	1
KRAEMATON INVESTMENT ADVISORS, INC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Ruane, Cunniff & Goldfarb L.P.	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
SUMITOMO MITSUI FINANCIAL GROUP, INC.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Winslow Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
MARIETTA INVESTMENT PARTNERS LLC	1	1	0.08%	0.08%	0.08%	Q4 2013	Q4 2013	1
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	1	1	0.03%	0.03%	0.03%	Q1 2023	Q1 2023	1
DRAVO BAY LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
ATLANTA CAPITAL MANAGEMENT CO L L C	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Advisors Preferred, LLC	1	1	3.89%	3.89%	3.89%	Q2 2021	Q2 2021	1
BANK OF NOVA SCOTIA TRUST CO	1	1	0.02%	0.02%	0.02%	Q3 2017	Q3 2017	1
Cowen Prime Services LLC	1	1	0.01%	0.01%	0.01%	Q2 2017	Q2 2017	1
FIL Ltd	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
TRILLIUM ASSET MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Obsidian Personal Planning Solutions LLC	1	1	0.41%	0.41%	0.41%	Q2 2022	Q2 2022	1
CONSILIO WEALTH ADVISORS, LLC	1	1	0.22%	0.22%	0.22%	Q3 2022	Q3 2022	1
Sweet Financial Partners, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
Callan Capital, LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
1ST SOURCE BANK	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Oak Asset Management, LLC	1	1	0.48%	0.48%	0.48%	Q2 2022	Q2 2022	1
Glaxis Capital Management, LLC	1	1	0.70%	0.70%	0.70%	Q1 2022	Q1 2022	1
JENSEN INVESTMENT MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
Allie Family Office LLC	1	1	0.85%	0.85%	0.85%	Q4 2021	Q4 2021	1
NEXT Financial Holdings	1	1	0.81%	0.81%	0.81%	Q1 2019	Q1 2019	1
GFS Private Wealth, LLC	1	1	1.01%	1.01%	1.01%	Q4 2017	Q4 2017	1
Capital Wealth Alliance, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC	1	1	0.27%	0.27%	0.27%	Q1 2023	Q1 2023	1
Spectrum Financial Alliance Ltd LLC	1	1	0.12%	0.12%	0.12%	Q1 2023	Q1 2023	1
CAPITAL ONE, NATIONAL ASSOCIATION	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
FIDELITY D & D BANCORP INC	1	1	0.88%	0.88%	0.88%	Q3 2023	Q3 2023	1
CFO4Life, L.P.	1	1	2.32%	2.32%	2.32%	Q4 2022	Q4 2022	1
CIGNA INVESTMENTS INC /NEW	1	1	5.04%	5.04%	5.04%	Q4 2021	Q4 2021	1
VAN ECK ASSOCIATES CORP	1	1	0.12%	0.12%	0.12%	Q3 2015	Q3 2015	1
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
NOTTINGHAM ADVISORS, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
MONTAG & CALDWELL, LLC	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
Zebra Capital Management LLC	1	1	7.77%	7.77%	7.77%	Q4 2022	Q4 2022	1
Transparent Wealth Partners LLC	1	1	0.33%	0.33%	0.33%	Q1 2022	Q1 2022	1
GW CAPITAL INC	1	1	0.02%	0.02%	0.02%	Q3 2014	Q3 2014	1
Land & Buildings Investment Management	1	1	0.36%	0.36%	0.36%	Q1 2018	Q1 2018	1
SOCIETE GENERALE	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
BECK CAPITAL MANAGEMENT, LLC	1	1	3.30%	3.30%	3.30%	Q2 2019	Q2 2019	1
Anfield Capital Management, LLC	1	1	0.03%	0.03%	0.03%	Q4 2019	Q4 2019	1
Stordahl Capital Management, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2017	Q4 2017	1
KLINGENSTEIN FIELDS & CO LP	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Evergreen Wealth Solutions, LLC	1	1	0.21%	0.21%	0.21%	Q4 2021	Q4 2021	1
COMMERZBANK AKTIENGESELLSCHAFT /FI	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
NEVILLE RODIE & SHAW INC	1	1	0.16%	0.16%	0.16%	Q3 2017	Q3 2017	1
Custos Family Office, LLC	1	1	0.18%	0.18%	0.18%	Q4 2021	Q4 2021	1
BEDEL FINANCIAL CONSULTING INC	1	1	0.41%	0.41%	0.41%	Q3 2023	Q3 2023	1
Blue Zone Wealth Advisors, LLC	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
JANUS HENDERSON GROUP PLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Stelac Advisory Services LLC	1	1	0.06%	0.06%	0.06%	Q3 2017	Q3 2017	1
JACOBS & CO/CA	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
BANYAN CAPITAL MANAGEMENT, INC.	1	1	0.41%	0.41%	0.41%	Q4 2018	Q4 2018	1
DeGreen Capital Management LLC	1	1	5.16%	5.16%	5.16%	Q4 2016	Q4 2016	1
Henrickson Nauta Wealth Advisors, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Highview Capital Management LLC/DE/	1	1	0.21%	0.21%	0.21%	Q3 2023	Q3 2023	1
NatWest Group plc	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Wills Financial Group, Inc.	1	1	0.09%	0.09%	0.09%	Q1 2022	Q1 2022	1
CHILTON CAPITAL MANAGEMENT LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
NORTHWESTERN MUTUAL LIFE INSURANCE CO	1	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2013	1
Masso Torrence Wealth Management Inc.	1	1	0.12%	0.12%	0.12%	Q4 2021	Q4 2021	1
Carmel Capital Partners, LLC	1	1	1.90%	1.90%	1.90%	Q3 2023	Q3 2023	1
ARS Investment Partners, LLC	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
KNIGHT CAPITAL GROUP LLC	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
CLEARY GULL INC.	1	1	2.67%	2.67%	2.67%	Q1 2015	Q1 2015	1
SIT INVESTMENT ASSOCIATES INC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
BOSTON ADVISORS LLC	1	1	0.21%	0.21%	0.21%	Q2 2017	Q2 2017	1
Gallagher Benefit Services, Inc.	1	1	0.10%	0.10%	0.10%	Q4 2022	Q4 2022	1
WIN ADVISORS, INC	1	1	5.48%	5.48%	5.48%	Q3 2023	Q3 2023	1
Semper Trust Co.	1	1	0.68%	0.68%	0.68%	Q4 2015	Q4 2015	1
MILLIE CAPITAL MANAGEMENT, LLC	1	1	0.42%	0.42%	0.42%	Q2 2016	Q2 2016	1
Schubert & Co	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
CAPSTONE ASSET MANAGEMENT CO	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Adams Wealth Management	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Ferguson Shapiro LLC	1	1	2.82%	2.82%	2.82%	Q4 2019	Q4 2019	1
VAUGHAN DAVID INVESTMENTS LLC/IL	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
J.P. Turner & Co Capital Mnagement, LLC	1	1	0.27%	0.27%	0.27%	Q2 2015	Q2 2015	1
TOTAL INVESTMENT MANAGEMENT INC	1	1	6.69%	6.69%	6.69%	Q4 2019	Q4 2019	1
DRW SECURITIES, L.L.C.	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
PLANNING DIRECTIONS INC	1	1	1.73%	1.73%	1.73%	Q1 2020	Q1 2020	1
Strong Tower Advisory Services	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
Guidance Point Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
Governors Lane LP	1	1	2.58%	2.58%	2.58%	Q4 2022	Q4 2022	1
Suncoast Equity Management	1	1	0.20%	0.20%	0.20%	Q4 2020	Q4 2020	1
Delos Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
CANADA PENSION PLAN INVESTMENT BOARD	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
TRUST CO OF VIRGINIA /VA	1	1	0.05%	0.05%	0.05%	Q3 2015	Q3 2015	1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Edgemoor Investment Advisors, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
RE Dickinson Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
TLW Wealth Management, LLC	1	1	43.98%	43.98%	43.98%	Q4 2018	Q4 2018	1
Boulder Wealth Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Crestmont Private Wealth LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
BROOKS, MOORE & ASSOCIATES, INC.	1	1	0.13%	0.13%	0.13%	Q2 2021	Q2 2021	1
SUMMIT WEALTH & RETIREMENT PLANNING, INC.	1	1	0.13%	0.13%	0.13%	Q4 2022	Q4 2022	1
GENWORTH FINANCIAL INC	1	1	0.26%	0.26%	0.26%	Q2 2013	Q2 2013	1
Rock Creek Group, LP	1	1	2.45%	2.45%	2.45%	Q4 2019	Q4 2019	1
TCTC Holdings, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
OSTERWEIS CAPITAL MANAGEMENT INC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
Castle Financial & Retirement Planning Associates, Inc.	1	1	0.31%	0.31%	0.31%	Q4 2021	Q4 2021	1
NSI Retail Advisors, LLC	1	1	1.66%	1.66%	1.66%	Q3 2023	Q3 2023	1
Pegasus Partners Ltd.	1	1	0.42%	0.42%	0.42%	Q2 2022	Q2 2022	1
CSM Advisors, LLC	1	1	0.69%	0.69%	0.69%	Q3 2023	Q3 2023	1
9258 Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Turim 21 Investimentos Ltda.	1	1	0.20%	0.20%	0.20%	Q4 2020	Q4 2020	1
Genesee Capital Advisors, LLC	1	1	16.63%	16.63%	16.63%	Q2 2021	Q2 2021	1
Occidental Asset Management, LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
Trinity Legacy Partners, LLC	1	1	0.14%	0.14%	0.14%	Q2 2022	Q2 2022	1
YALE UNIVERSITY	1	1	0.09%	0.09%	0.09%	Q2 2021	Q2 2021	1
Sargent Investment Group, LLC	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
MONTAGE INVESTMENTS, LLC	1	1	0.23%	0.23%	0.23%	Q1 2016	Q1 2016	1
Van Cleef Asset Management,Inc	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
CORRADO ADVISORS, LLC	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
Townsend & Associates, Inc	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
AXS Investments LLC	1	1	0.85%	0.85%	0.85%	Q3 2021	Q3 2021	1
YOUSIF CAPITAL MANAGEMENT, LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Daiwa Securities Group Inc.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
FLYNN ZITO CAPITAL MANAGEMENT, LLC	1	1	0.61%	0.61%	0.61%	Q2 2022	Q2 2022	1
NIEMANN CAPITAL MANAGEMENT INC	1	1	0.43%	0.43%	0.43%	Q4 2018	Q4 2018	1
EisnerAmper Wealth Management Corporate Benefits, LLC	1	1	0.30%	0.30%	0.30%	Q4 2022	Q4 2022	1
BLUEFIN CAPITAL MANAGEMENT, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Saratoga Research & Investment Management	1	1	1.72%	1.72%	1.72%	Q3 2017	Q3 2017	1
MADRONA FUNDS, LLC	1	1	0.76%	0.76%	0.76%	Q3 2019	Q3 2019	1
EWG Elevate Inc.	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
EFG CAPITAL INTERNATIONAL CORP.	1	1	0.46%	0.46%	0.46%	Q2 2023	Q2 2023	1
Advisory Resource Group	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
LMCG INVESTMENTS, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
Mandatum Life Insurance Co Ltd	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Cottage Street Advisors LLC	1	1	0.19%	0.19%	0.19%	Q4 2019	Q4 2019	1
SECURITY NATIONAL TRUST CO	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
CULLINAN ASSOCIATES INC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Johanson Financial Advisors, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Sigma Investment Management Co	1	1	18.21%	18.21%	18.21%	Q1 2014	Q1 2014	1
Cynosure Group, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
Private Wealth Advisors, Inc.	1	1	0.17%	0.17%	0.17%	Q3 2020	Q3 2020	1
Allegis Investment Advisors, LLC	1	1	0.18%	0.18%	0.18%	Q1 2017	Q1 2017	1
CHARTER RESEARCH & INVESTMENT GROUP, INC.	1	1	0.50%	0.50%	0.50%	Q3 2023	Q3 2023	1
TEALWOOD ASSET MANAGEMENT INC	1	1	0.22%	0.22%	0.22%	Q4 2016	Q4 2016	1
Sage Financial Management Group, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2021	Q1 2021	1
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	1	1	0.48%	0.48%	0.48%	Q1 2023	Q1 2023	1
HANCOCK WHITNEY INVESTMENT SERVICES INC.	1	1	2.78%	2.78%	2.78%	Q4 2021	Q4 2021	1
First Allied Asset Management, Inc.	1	1	0.05%	0.05%	0.05%	Q1 2015	Q1 2015	1
Bigelow Investment Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
Compton Wealth Advisory Group, LLC	1	1	6.75%	6.75%	6.75%	Q4 2022	Q4 2022	1
WILKINS INVESTMENT COUNSEL INC	1	1	0.18%	0.18%	0.18%	Q1 2019	Q1 2019	1
Oxler Private Wealth LLC	1	1	0.02%	0.02%	0.02%	Q3 2022	Q3 2022	1
Ethic Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
WESTWOOD HOLDINGS GROUP INC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Arbor Wealth Management, LLC	1	1	0.05%	0.05%	0.05%	Q2 2021	Q2 2021	1
Edmonds Duncan Registered Investment Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q4 2017	Q4 2017	1
AFFINIA FINANCIAL GROUP, LLC	1	1	0.36%	0.36%	0.36%	Q2 2023	Q2 2023	1
Legend Financial Advisors, Inc.	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	1	1	0.07%	0.07%	0.07%	Q2 2014	Q2 2014	1
PNC Managed Account Solutions, Inc.	1	1	3.01%	3.01%	3.01%	Q2 2021	Q2 2021	1
FOCUS Wealth Advisors, LLC	1	1	0.15%	0.15%	0.15%	Q1 2023	Q1 2023	1
Platte River Wealth Advisors, LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Costello Asset Management, INC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
Oder Investment Management, LLC	1	1	0.08%	0.08%	0.08%	Q4 2020	Q4 2020	1
KHP Capital, LLC	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
Osbon Capital Management LLC	1	1	12.32%	12.32%	12.32%	Q2 2019	Q2 2019	1
GALAXY CAPITAL TRADING LTD	1	1	6.82%	6.82%	6.82%	Q4 2013	Q4 2013	1
DHJJ Financial Advisors, Ltd.	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Power Corp of Canada	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
DDD Partners, LLC	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
Cannon Global Investment Management, LLC	1	1	2.10%	2.10%	2.10%	Q4 2021	Q4 2021	1
Reby Advisors, LLC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Aberdeen Wealth Management LLC	1	1	15.68%	15.68%	15.68%	Q4 2019	Q4 2019	1
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Orin Green Financial, LLC	1	1	0.11%	0.11%	0.11%	Q2 2023	Q2 2023	1
CEDAR HILL ASSOCIATES, LLC	1	1	0.57%	0.57%	0.57%	Q4 2018	Q4 2018	1
Delphi Private Advisors LLC	1	1	0.19%	0.19%	0.19%	Q2 2019	Q2 2019	1
Riverpoint Wealth Management Holdings, LLC	1	1	0.05%	0.05%	0.05%	Q4 2022	Q4 2022	1
ELLERSON GROUP INC /ADV	1	1	0.12%	0.12%	0.12%	Q3 2023	Q3 2023	1
Bond & Devick Financial Network, Inc.	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
KAYS FINANCIAL ADVISORY CORP /ADV	1	1	0.04%	0.04%	0.04%	Q4 2019	Q4 2019	1
Rock Point Advisors, LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
Copperwynd Financial, LLC	1	1	0.25%	0.25%	0.25%	Q2 2021	Q2 2021	1
FundX Investment Group, LLC	1	1	0.19%	0.19%	0.19%	Q4 2021	Q4 2021	1
Solel Partners LP	1	1	2.00%	2.00%	2.00%	Q2 2022	Q2 2022	1
Infini Master Fund	1	1	1.83%	1.83%	1.83%	Q1 2022	Q1 2022	1
Ballast, Inc.	1	1	0.08%	0.08%	0.08%	Q4 2021	Q4 2021	1
Madison Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Ascension Capital Advisors, Inc.	1	1	0.36%	0.36%	0.36%	Q1 2022	Q1 2022	1
Karn, Couzens & Associates, Inc.	1	1	0.16%	0.16%	0.16%	Q1 2022	Q1 2022	1
STEINBERG ASSET MANAGEMENT LLC	1	1	0.05%	0.05%	0.05%	Q4 2015	Q4 2015	1
BAKER BOYER NATIONAL BANK	1	1	0.16%	0.16%	0.16%	Q4 2021	Q4 2021	1
STABLEFORD CAPITAL II LLC	1	1	1.94%	1.94%	1.94%	Q1 2023	Q1 2023	1
Meeder Advisory Services, Inc.	1	1	0.03%	0.03%	0.03%	Q2 2023	Q2 2023	1
PATRON PARTNERS, LLC	1	1	0.28%	0.28%	0.28%	Q4 2020	Q4 2020	1
Fortis Capital Management LLC	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Coulter & Justus Financial Services, LLC	1	1	0.32%	0.32%	0.32%	Q1 2022	Q1 2022	1
Robinson Value Management, Ltd.	1	1	0.36%	0.36%	0.36%	Q4 2016	Q4 2016	1
J. Goldman & Co LP	1	1	0.08%	0.08%	0.08%	Q4 2022	Q4 2022	1
Hapanowicz & Associates Financial Services, Inc	1	1	0.36%	0.36%	0.36%	Q4 2019	Q4 2019	1
FIRST FINANCIAL EQUITY CORPORATION	1	1	0.29%	0.29%	0.29%	Q1 2017	Q1 2017	1
Prairiewood Capital, LLC	1	1	0.19%	0.19%	0.19%	Q1 2023	Q1 2023	1
Centennial Wealth Advisory LLC	1	1	0.38%	0.38%	0.38%	Q4 2020	Q4 2020	1
Aristotle Atlantic Partners, LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
Crew Capital Management, Ltd.	1	1	0.59%	0.59%	0.59%	Q1 2023	Q1 2023	1
Brown Advisory Securities, LLC	1	1	0.19%	0.19%	0.19%	Q4 2016	Q4 2016	1
Brand Asset Management Group, Inc.	1	1	0.02%	0.02%	0.02%	Q1 2021	Q1 2021	1
Tatro Capital, LLC	1	1	0.15%	0.15%	0.15%	Q4 2021	Q4 2021	1
LAZARD ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Beirne Wealth Consulting Services, LLC	1	1	0.15%	0.15%	0.15%	Q4 2022	Q4 2022	1
Red Spruce Capital, LLC	1	1	0.40%	0.40%	0.40%	Q4 2020	Q4 2020	1
Watson Rebecca	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	1.00%	1.00%	1.00%	Q4 2021	Q4 2021	1
MORRIS FINANCIAL CONCEPTS, INC.	1	1	0.55%	0.55%	0.55%	Q1 2022	Q1 2022	1
NBC SECURITIES, INC.	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Pinnacle Wealth Advisors	1	1	0.92%	0.92%	0.92%	Q2 2021	Q2 2021	1
Peregrine Asset Advisers, Inc.	1	1	0.20%	0.20%	0.20%	Q3 2023	Q3 2023	1
Towerpoint Wealth, LLC	1	1	0.02%	0.02%	0.02%	Q3 2019	Q3 2019	1
FWL INVESTMENT MANAGEMENT, LLC	1	1	0.15%	0.15%	0.15%	Q4 2020	Q4 2020	1
Vident Advisory, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
IAM Advisory, LLC	1	1	16.63%	16.63%	16.63%	Q2 2021	Q2 2021	1
SpiderRock Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
Lighthouse Financial Advisors, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
AMI ASSET MANAGEMENT CORP	1	1	0.03%	0.03%	0.03%	Q3 2020	Q3 2020	1
Zurcher Kantonalbank (Zurich Cantonalbank)	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
Aurora Private Wealth, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2020	Q4 2020	1
Acorn Advisory Capital L.P.	1	1	25.15%	25.15%	25.15%	Q4 2017	Q4 2017	1
LOUNTZIS ASSET MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
CHEMUNG CANAL TRUST CO	1	1	0.08%	0.08%	0.08%	Q4 2019	Q4 2019	1
PACES FERRY WEALTH ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q3 2020	Q3 2020	1
Klaas Financial Asset Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Stewardship Financial Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Authentikos Wealth Advisory, LLC	1	1	0.17%	0.17%	0.17%	Q3 2023	Q3 2023	1
Indiana Trust & Investment Management CO	1	1	0.23%	0.23%	0.23%	Q3 2023	Q3 2023	1
REFRAME WEALTH, LLC	1	1	2.84%	2.84%	2.84%	Q4 2022	Q4 2022	1
Blue Sky Asset Management, LLC	1	1	0.68%	0.68%	0.68%	Q3 2018	Q3 2018	1
Yakira Capital Management, Inc.	1	1	0.04%	0.04%	0.04%	Q1 2021	Q1 2021	1
AlphaQ Advisors LLC	1	1	0.15%	0.15%	0.15%	Q2 2023	Q2 2023	1
Prossimo Advisors, LLC	1	1	0.25%	0.25%	0.25%	Q2 2023	Q2 2023	1
TFB Advisors LLC	1	1	1.79%	1.79%	1.79%	Q2 2023	Q2 2023	1
MRP Capital Investments, LLC	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Envision Financial Planning, LLC	1	1	0.61%	0.61%	0.61%	Q3 2023	Q3 2023	1
Breakwater Capital Group	1	1	0.32%	0.32%	0.32%	Q4 2022	Q4 2022	1
Align Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
WealthSpring Partners, LLC	1	1	0.15%	0.15%	0.15%	Q2 2023	Q2 2023	1
Buck Wealth Strategies, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Ergoteles LLC	1	1	0.17%	0.17%	0.17%	Q2 2022	Q2 2022	1
BIEGEL & WALLER LLC	1	1	0.36%	0.36%	0.36%	Q2 2017	Q2 2017	1
Oak Point Wealth Management	1	1	0.03%	0.03%	0.03%	Q1 2018	Q1 2018	1
Hibernia Wealth Partners, LLC	1	1	0.55%	0.55%	0.55%	Q3 2023	Q3 2023	1
Strata Wealth Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Osborn Williams & Donohoe LLC	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
CASTLE WEALTH MANAGEMENT LLC	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
Infini Capital Management Ltd	1	1	1.83%	1.83%	1.83%	Q1 2022	Q1 2022	1
Northwest Bank & Trust Co	1	1	0.17%	0.17%	0.17%	Q2 2023	Q2 2023	1
Empirical Asset Management, LLC	1	1	0.23%	0.23%	0.23%	Q4 2021	Q4 2021	1
Investmark Advisory Group LLC	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Rather & Kittrell, Inc.	1	1	0.06%	0.06%	0.06%	Q4 2021	Q4 2021	1
Lebenthal Holdings,LLC	1	1	0.09%	0.09%	0.09%	Q4 2014	Q4 2014	1
EA Series Trust	1	1	0.09%	0.09%	0.09%	Q2 2023	Q2 2023	1
Permit Capital Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q1 2022	Q1 2022	1
WorthPointe, LLC	1	1	0.21%	0.21%	0.21%	Q2 2023	Q2 2023	1
3Chopt Investment Partners, LLC	1	1	0.06%	0.06%	0.06%	Q4 2022	Q4 2022	1
Elgethun Capital Management	1	1	0.01%	0.01%	0.01%	Q4 2016	Q4 2016	1
Crosspoint Capital Strategies, LLC	1	1	0.09%	0.09%	0.09%	Q4 2015	Q4 2015	1
Gator Capital Management, LLC	1	1	2.01%	2.01%	2.01%	Q1 2018	Q1 2018	1
Leith Wheeler Investment Counsel Ltd.	1	1	0.15%	0.15%	0.15%	Q1 2016	Q1 2016	1
Concourse Capital Management, LLC	1	1	4.88%	4.88%	4.88%	Q4 2017	Q4 2017	1
Chicago Capital, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Donald L. Hagan, LLC	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
Thinkbetter Group LLC	1	1	5.25%	5.25%	5.25%	Q3 2021	Q3 2021	1
MIDDLETON & CO INC/MA	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Vise Technologies, Inc.	1	1	0.10%	0.10%	0.10%	Q3 2022	Q3 2022	1
WestEnd Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Grant/GrossMendelsohn, LLC	1	1	0.47%	0.47%	0.47%	Q4 2021	Q4 2021	1
GENEVA CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Mystic Asset Management, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Locust Wood Capital Advisers	1	1	0.20%	0.20%	0.20%	Q4 2022	Q4 2022	1
Smith Anglin Financial, LLC	1	1	0.14%	0.14%	0.14%	Q4 2020	Q4 2020	1
Kure Advisory, LLC	1	1	0.16%	0.16%	0.16%	Q3 2023	Q3 2023	1
Richwood Investment Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Slow Capital, Inc.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
SOUTH TEXAS MONEY MANAGEMENT LTD	1	1	0.06%	0.06%	0.06%	Q4 2015	Q4 2015	1
Carlsbad Wealth Advisory Group, Inc.	1	1	0.33%	0.33%	0.33%	Q2 2023	Q2 2023	1
LONDON CO OF VIRGINIA	1	1	0.05%	0.05%	0.05%	Q4 2018	Q4 2018	1
LJI Wealth Management, LLC	1	1	2.16%	2.16%	2.16%	Q4 2022	Q4 2022	1
Concorde Financial Corp	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
KPP Advisory Services LLC	1	1	2.00%	2.00%	2.00%	Q3 2023	Q3 2023	1
Congress Park Capital LLC	1	1	0.26%	0.26%	0.26%	Q4 2017	Q4 2017	1
RAM Investment Partners, LLC	1	1	0.35%	0.35%	0.35%	Q4 2023	Q4 2023	1
Advanced Asset Management Advisors Inc	1	1	0.22%	0.22%	0.22%	Q4 2017	Q4 2017	1
BOOTHBAY FUND MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
BetterWealth, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
AVALON CAPITAL MANAGEMENT	1	1	0.13%	0.13%	0.13%	Q3 2023	Q3 2023	1
HARTLINE INVESTMENT CORP/	1	1	0.97%	0.97%	0.97%	Q3 2022	Q3 2022	1

External links

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

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