• BNS shareholders
• Shareholder history

Current and past BANK N S HALIFAX shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
ROYAL BANK OF CANADA	42	42	0.00%	0.94%	4.43%	Q2 2013	Q3 2023	118
BANK OF MONTREAL /CAN/	39	2	0.00%	0.96%	4.62%	Q2 2013	Q3 2023	112
SUSQUEHANNA INTERNATIONAL GROUP, LLP	42	42	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	107
Walleye Trading LLC	23	18	0.00%	0.01%	0.11%	Q2 2013	Q3 2023	101
GOLDMAN SACHS GROUP INC	42	4	0.00%	0.01%	0.05%	Q1 2012	Q3 2023	99
Citadel Advisors	30	11	0.00%	0.01%	0.13%	Q2 2013	Q3 2023	95
BANK OF AMERICA CORP /DE/	42	42	0.00%	0.03%	0.22%	Q2 2013	Q3 2023	77
CIBC WORLD MARKET INC.	42	42	0.00%	4.22%	14.06%	Q2 2013	Q3 2023	75
TORONTO DOMINION BANK	36	2	0.11%	2.59%	11.24%	Q1 2013	Q3 2023	74
Cutler Group LLC / CA	27	4	0.00%	0.02%	0.21%	Q4 2015	Q3 2023	71
Parallax Volatility Advisers, L.P.	12	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	65
D. E. Shaw & Co., Inc.	21	3	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	52
HUNTINGTON NATIONAL BANK	28	1	0.00%	0.01%	0.08%	Q2 2009	Q4 2022	52
CITIGROUP INC	42	42	0.00%	0.02%	0.06%	Q2 2013	Q3 2023	51
Baskin Financial Services Inc.	32	4	0.02%	3.08%	8.54%	Q4 2010	Q3 2023	49
PUBLIC SECTOR PENSION INVESTMENT BOARD	42	42	0.01%	0.36%	1.22%	Q2 2013	Q3 2023	49
JANE STREET GROUP, LLC	22	1	0.00%	0.01%	0.07%	Q1 2014	Q3 2023	48
Zurcher Kantonalbank (Zurich Cantonalbank)	48	48	0.08%	0.27%	0.53%	Q4 2011	Q3 2023	48
HSBC HOLDINGS PLC	47	47	0.00%	0.05%	0.09%	Q1 2012	Q3 2023	48
Twin Tree Management, LP	11	1	0.00%	0.03%	0.30%	Q4 2012	Q2 2023	47
UBS Group AG	36	36	0.00%	0.01%	0.04%	Q4 2014	Q3 2023	47
SCOTIA CAPITAL INC.	28	13	0.20%	5.63%	7.94%	Q2 2013	Q3 2023	46
MILLENNIUM MANAGEMENT LLC	9	1	0.00%	0.01%	0.08%	Q2 2013	Q3 2023	45
WELLS FARGO & COMPANY/MN	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	44
KEYBANK NATIONAL ASSOCIATION/OH	44	44	0.01%	0.06%	0.24%	Q4 2012	Q3 2023	44
Cumberland Partners Ltd	44	44	0.45%	2.93%	9.08%	Q4 2012	Q3 2023	44
CAPITAL FUND MANAGEMENT S.A.	12	1	0.00%	0.02%	0.16%	Q2 2013	Q3 2023	43
DEUTSCHE BANK AG\	41	41	0.00%	0.08%	0.26%	Q3 2013	Q3 2023	43
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	43	43	0.02%	0.64%	3.40%	Q1 2013	Q3 2023	43
Alberta Investment Management Corp	42	42	0.52%	1.68%	4.12%	Q2 2013	Q3 2023	42
NORGES BANK	40	2	0.13%	0.25%	0.35%	Q2 2012	Q4 2022	42
BOWEN HANES & CO INC	42	42	0.02%	0.37%	1.56%	Q2 2013	Q3 2023	42
FRANKLIN RESOURCES INC	42	42	0.07%	0.18%	0.34%	Q2 2013	Q3 2023	42
TD ASSET MANAGEMENT INC	42	42	0.88%	2.93%	5.17%	Q2 2013	Q3 2023	42
Legal & General Group Plc	42	42	0.10%	0.23%	0.39%	Q2 2013	Q3 2023	42
PCJ Investment Counsel Ltd.	42	42	0.65%	5.45%	10.82%	Q2 2013	Q3 2023	42
Scheer, Rowlett & Associates Investment Management Ltd.	42	42	5.16%	8.26%	11.14%	Q2 2013	Q3 2023	42
Neuberger Berman Group LLC	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
Laird Norton Wetherby Wealth Management, LLC	42	42	0.06%	0.10%	0.15%	Q2 2013	Q3 2023	42
LINCLUDEN MANAGEMENT LTD	42	42	0.05%	5.19%	7.68%	Q2 2013	Q3 2023	42
GUARDIAN CAPITAL LP	42	42	0.83%	5.00%	8.37%	Q2 2013	Q3 2023	42
WELLINGTON MANAGEMENT GROUP LLP	42	42	0.00%	0.13%	0.23%	Q2 2013	Q3 2023	42
Rathbones Group PLC	42	42	0.04%	0.58%	1.92%	Q2 2013	Q3 2023	42
FIRST TRUST ADVISORS LP	42	42	0.01%	0.05%	0.10%	Q2 2013	Q3 2023	42
LETKO, BROSSEAU & ASSOCIATES INC	42	42	1.21%	3.43%	4.86%	Q2 2013	Q3 2023	42
ALLIANCEBERNSTEIN L.P.	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
Burgundy Asset Management Ltd.	42	42	0.61%	1.52%	2.82%	Q2 2013	Q3 2023	42
GUARDIAN CAPITAL ADVISORS LP	42	42	0.18%	4.53%	5.83%	Q2 2013	Q3 2023	42
FMR LLC	42	42	0.00%	0.03%	0.10%	Q2 2013	Q3 2023	42
DAVIS-REA LTD.	42	42	0.44%	4.19%	9.42%	Q2 2013	Q3 2023	42
Bank of New York Mellon Corp	42	42	0.01%	0.02%	0.04%	Q2 2013	Q3 2023	42
INTACT INVESTMENT MANAGEMENT INC.	42	42	0.55%	3.60%	6.04%	Q2 2013	Q3 2023	42
CIBC Asset Management Inc	42	42	1.41%	3.20%	5.18%	Q2 2013	Q3 2023	42
JPMORGAN CHASE & CO	42	42	0.01%	0.03%	0.04%	Q2 2013	Q3 2023	42
PNC FINANCIAL SERVICES GROUP, INC.	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
Fiera Capital Corp	42	42	0.00%	1.74%	5.80%	Q2 2013	Q3 2023	42
APG Asset Management N.V.	42	42	0.00%	0.09%	0.30%	Q2 2013	Q3 2023	42
AXA S.A.	42	42	0.04%	0.16%	0.33%	Q2 2013	Q3 2023	42
Sumitomo Mitsui Trust Holdings, Inc.	42	42	0.10%	0.24%	0.42%	Q2 2013	Q3 2023	42
JARISLOWSKY, FRASER Ltd	42	42	3.70%	5.61%	9.41%	Q2 2013	Q3 2023	42
AVIVA PLC	42	42	0.10%	0.20%	0.36%	Q2 2013	Q3 2023	42
FIFTH THIRD BANCORP	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
BARCLAYS PLC	42	42	0.00%	0.02%	0.10%	Q2 2013	Q3 2023	42
1832 Asset Management L.P.	42	42	0.76%	2.45%	3.96%	Q2 2013	Q3 2023	42
STATE OF WISCONSIN INVESTMENT BOARD	42	42	0.05%	0.24%	0.47%	Q2 2013	Q3 2023	42
US BANCORP \DE\	42	42	0.01%	0.01%	0.02%	Q2 2013	Q3 2023	42
TODD ASSET MANAGEMENT LLC	42	42	0.01%	0.18%	0.59%	Q2 2013	Q3 2023	42
DIMENSIONAL FUND ADVISORS LP	42	42	0.01%	0.05%	0.09%	Q2 2013	Q3 2023	42
Invesco Ltd.	42	42	0.05%	0.10%	0.14%	Q2 2013	Q3 2023	42
Tower Research Capital LLC (TRC)	42	42	0.00%	0.04%	0.55%	Q2 2013	Q3 2023	42
Hillsdale Investment Management Inc.	42	42	0.24%	1.67%	3.48%	Q2 2013	Q3 2023	42
LPL Financial LLC	42	42	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	42
MACKENZIE FINANCIAL CORP	42	42	0.00%	2.29%	4.12%	Q2 2013	Q3 2023	42
Nexus Investment Management ULC	42	42	3.32%	4.44%	5.68%	Q2 2013	Q3 2023	42
RAYMOND JAMES & ASSOCIATES	42	42	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	42
NORTHERN TRUST CORP	42	42	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	42
AMERIPRISE FINANCIAL INC	42	42	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	42
MORGAN STANLEY	42	42	0.01%	0.02%	0.03%	Q2 2013	Q3 2023	42
JCIC Asset Management Inc.	36	5	0.03%	0.83%	4.28%	Q2 2013	Q3 2023	41
MANUFACTURERS LIFE INSURANCE COMPANY, THE	35	6	0.09%	0.46%	0.95%	Q2 2013	Q3 2023	41
BANK OF NOVA SCOTIA TRUST CO	28	13	1.65%	4.55%	7.07%	Q2 2013	Q3 2023	41
Allianz Asset Management GmbH	28	13	0.00%	0.02%	0.08%	Q2 2013	Q3 2023	41
GLENMEDE TRUST CO NA	41	41	0.00%	0.00%	0.00%	Q2 2013	Q2 2023	41
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	40	1	0.01%	0.53%	1.65%	Q2 2013	Q3 2023	41
Cardinal Capital Management	41	41	0.44%	0.69%	0.95%	Q3 2013	Q3 2023	41
GREAT WEST LIFE ASSURANCE CO /CAN/	23	18	0.09%	1.63%	4.88%	Q2 2013	Q3 2023	41
HighTower Advisors, LLC	17	8	0.00%	0.01%	0.04%	Q2 2013	Q3 2023	41
Creative Planning	33	8	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
DekaBank Deutsche Girozentrale	41	41	0.05%	0.18%	0.44%	Q3 2013	Q3 2023	41
K.J. Harrison & Partners Inc	41	41	0.15%	1.15%	2.46%	Q3 2013	Q3 2023	41
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	13	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	41
TRUST CO OF VERMONT	33	1	0.00%	0.19%	0.56%	Q2 2013	Q3 2023	40
CREDIT SUISSE AG/	40	40	0.06%	0.12%	0.35%	Q4 2013	Q3 2023	40
Renaissance Technologies	33	2	0.00%	0.08%	0.22%	Q2 2013	Q3 2023	40
Addenda Capital Inc.	20	20	3.16%	5.41%	6.89%	Q2 2013	Q3 2023	40
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	40	40	0.00%	0.07%	0.18%	Q2 2013	Q1 2023	40
MONTRUSCO BOLTON INVESTMENTS INC.	40	40	0.18%	4.53%	9.89%	Q2 2013	Q1 2023	40
Gulf International Bank (UK) Ltd	40	40	0.01%	0.18%	0.49%	Q4 2013	Q3 2023	40
NOMURA ASSET MANAGEMENT CO LTD	28	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	40
STIFEL FINANCIAL CORP	39	39	0.00%	0.00%	0.01%	Q1 2014	Q3 2023	39
Texas Yale Capital Corp.	39	39	0.03%	0.08%	0.21%	Q1 2014	Q3 2023	39
Connor, Clark & Lunn Investment Management Ltd.	39	39	1.31%	3.42%	5.95%	Q1 2014	Q3 2023	39
FORBES J M & CO LLP	29	2	0.04%	0.07%	0.12%	Q2 2013	Q3 2023	39
GUGGENHEIM CAPITAL LLC	24	3	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	39
COMERICA BANK	39	39	0.01%	0.03%	0.04%	Q2 2013	Q4 2022	39
Moors & Cabot, Inc.	39	39	0.02%	0.06%	0.17%	Q1 2014	Q3 2023	39
Kistler-Tiffany Companies, LLC	25	5	0.00%	0.02%	0.03%	Q2 2013	Q2 2023	39
CANADA PENSION PLAN INVESTMENT BOARD	17	1	0.00%	0.26%	1.36%	Q2 2013	Q3 2023	39
Compagnie Lombard Odier SCmA	38	1	0.00%	0.01%	0.04%	Q4 2013	Q3 2023	39
NATIXIS ADVISORS, L.P.	32	7	0.01%	0.02%	0.11%	Q2 2013	Q3 2023	39
Cardinal Capital Management, Inc.	38	38	0.93%	5.70%	6.84%	Q2 2014	Q3 2023	38
VANGUARD GROUP INC	35	3	0.00%	0.06%	0.08%	Q2 2013	Q3 2023	38
AGF INVESTMENTS INC.	38	38	0.09%	1.01%	2.40%	Q2 2013	Q3 2022	38
Callahan Advisors, LLC	27	11	0.06%	0.44%	1.26%	Q2 2013	Q3 2023	38
SMITHBRIDGE ASSET MANAGEMENT INC/DE	38	38	0.08%	1.16%	2.77%	Q1 2013	Q2 2022	38
VOYA INVESTMENT MANAGEMENT LLC	38	38	0.00%	0.01%	0.03%	Q2 2013	Q3 2022	38
Bollard Group LLC	37	37	0.00%	0.11%	0.24%	Q3 2014	Q3 2023	37
Nippon Life Global Investors Americas, Inc.	37	37	0.02%	0.27%	0.43%	Q2 2013	Q2 2022	37
ACADIAN ASSET MANAGEMENT LLC	22	1	0.01%	0.13%	0.44%	Q4 2013	Q3 2023	37
Checchi Capital Advisers, LLC	21	1	0.02%	0.05%	0.22%	Q4 2013	Q3 2023	37
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	37	37	0.14%	1.98%	3.19%	Q2 2013	Q2 2022	37
CIDEL ASSET MANAGEMENT INC	36	36	2.19%	4.97%	8.20%	Q4 2014	Q3 2023	36
M&R CAPITAL MANAGEMENT INC	36	36	0.02%	0.07%	0.12%	Q2 2014	Q1 2023	36
PARAMETRIC PORTFOLIO ASSOCIATES LLC	36	36	0.01%	0.02%	0.03%	Q2 2013	Q1 2022	36
Korea Investment CORP	35	1	0.07%	0.13%	0.22%	Q1 2014	Q3 2023	36
AMF Tjanstepension AB	36	36	0.15%	0.42%	0.74%	Q4 2014	Q3 2023	36
FARMERS & MERCHANTS INVESTMENTS INC	30	6	0.00%	0.01%	0.06%	Q3 2013	Q3 2023	36
TWO SIGMA INVESTMENTS, LP	16	1	0.00%	0.10%	0.39%	Q3 2013	Q3 2023	36
MITCHELL MCLEOD PUGH & WILLIAMS INC	36	36	0.10%	0.27%	0.43%	Q4 2014	Q3 2023	36
SIGNATUREFD, LLC	36	36	0.00%	0.03%	0.06%	Q4 2014	Q3 2023	36
NATIXIS	14	1	0.00%	0.02%	0.07%	Q2 2013	Q3 2023	35
Candriam S.C.A.	31	4	0.01%	0.06%	0.21%	Q4 2014	Q3 2023	35
DELTA ASSET MANAGEMENT LLC/TN	28	3	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	35
J.P. Morgan Private Wealth Advisors LLC	28	1	0.00%	0.08%	0.32%	Q2 2013	Q3 2023	35
VIRGINIA RETIREMENT SYSTEMS ET AL	24	11	0.03%	0.27%	0.55%	Q2 2013	Q1 2022	35
PEAK6 Group LLC	13	1	0.00%	0.01%	0.03%	Q2 2013	Q2 2018	35
CREDIT AGRICOLE S A	18	17	0.00%	0.03%	0.08%	Q2 2013	Q3 2023	35
Cubist Systematic Strategies, LLC	7	1	0.00%	0.03%	0.12%	Q3 2014	Q3 2023	34
QUADRANT CAPITAL GROUP LLC	34	34	0.00%	0.04%	0.12%	Q2 2015	Q3 2023	34
AMP Capital Investors Ltd	34	34	0.09%	0.16%	0.25%	Q2 2013	Q3 2021	34
WOLVERINE TRADING, LLC	3	1	0.00%	0.01%	0.03%	Q3 2016	Q3 2023	34
SCHRODER INVESTMENT MANAGEMENT GROUP	34	34	0.01%	0.02%	0.09%	Q3 2013	Q4 2021	34
Endurance Wealth Management, Inc.	33	1	0.00%	0.02%	0.03%	Q2 2014	Q2 2023	34
DORCHESTER WEALTH MANAGEMENT Co	34	34	1.95%	6.11%	9.38%	Q2 2015	Q3 2023	34
ENTERPRISE FINANCIAL SERVICES CORP	33	33	0.00%	0.01%	0.02%	Q2 2013	Q2 2021	33
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	20	13	0.00%	0.28%	0.89%	Q4 2014	Q3 2023	33
ENVESTNET ASSET MANAGEMENT INC	21	12	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	33
LSV ASSET MANAGEMENT	33	33	0.00%	0.00%	0.01%	Q3 2015	Q3 2023	33
PORTLAND INVESTMENT COUNSEL INC.	24	9	1.07%	8.78%	20.09%	Q3 2014	Q3 2023	33
VAN ECK ASSOCIATES CORP	23	1	0.00%	0.01%	0.03%	Q2 2013	Q3 2023	33
American Assets Investment Management, LLC	33	33	0.29%	0.54%	0.84%	Q3 2015	Q3 2023	33
BENJAMIN F. EDWARDS & COMPANY, INC.	31	2	0.00%	0.00%	0.01%	Q2 2013	Q3 2023	33
OMERS ADMINISTRATION Corp	23	9	0.29%	2.92%	5.38%	Q3 2015	Q3 2023	32
FIL Ltd	28	4	0.01%	0.36%	1.71%	Q2 2013	Q3 2023	32
QS Investors, LLC	29	3	0.00%	0.04%	0.11%	Q2 2013	Q2 2021	32
JOHN G ULLMAN & ASSOCIATES INC	28	4	0.06%	0.75%	1.66%	Q2 2013	Q3 2023	32
Spot Trading L.L.C	8	5	0.00%	0.01%	0.03%	Q4 2013	Q1 2017	31
Plante Moran Financial Advisors, LLC	16	2	0.01%	0.08%	1.14%	Q4 2014	Q3 2023	31
Aperio Group, LLC	31	31	0.07%	0.25%	0.49%	Q2 2013	Q4 2020	31
WHITTIER TRUST CO	20	11	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.00%	0.01%	0.03%	Q1 2016	Q3 2023	31
Snowden Capital Advisors LLC	22	8	0.16%	0.29%	0.46%	Q1 2016	Q3 2023	30
HOWLAND CAPITAL MANAGEMENT LLC	28	1	0.40%	0.62%	1.06%	Q2 2013	Q4 2022	30
Hexavest Inc.	30	30	0.00%	0.29%	0.78%	Q2 2013	Q3 2020	30
ONTARIO TEACHERS PENSION PLAN BOARD	12	2	0.00%	0.23%	1.40%	Q2 2013	Q4 2022	30
BROWN BROTHERS HARRIMAN & CO	24	1	0.00%	0.00%	0.00%	Q1 2013	Q3 2023	29
Baker Ellis Asset Management LLC	29	29	0.05%	0.26%	0.49%	Q2 2013	Q2 2020	29
CITY HOLDING CO	29	29	0.00%	0.01%	0.01%	Q4 2013	Q4 2020	29
Laurel Wealth Advisors, Inc.	29	29	0.02%	0.11%	0.21%	Q4 2015	Q4 2022	29
GEODE CAPITAL MANAGEMENT, LLC	28	1	0.00%	0.02%	0.03%	Q3 2014	Q3 2023	29
HALL LAURIE J TRUSTEE	13	3	0.01%	0.02%	0.04%	Q4 2015	Q3 2023	29
SHELL ASSET MANAGEMENT CO	29	29	0.08%	0.27%	0.61%	Q3 2016	Q3 2023	29
M&T BANK CORP	27	1	0.00%	0.00%	0.01%	Q4 2013	Q3 2023	29
Carroll Financial Associates, Inc.	27	1	0.00%	0.00%	0.01%	Q2 2014	Q4 2021	28
Farmers & Merchants Trust Co of Chambersburg PA	28	28	0.00%	0.32%	0.66%	Q4 2016	Q3 2023	28
Fiduciary Trust Co International of Pennsylvania	28	28	0.01%	0.11%	0.36%	Q2 2013	Q1 2020	28
Parallel Advisors, LLC	28	28	0.00%	0.02%	0.07%	Q4 2016	Q3 2023	28
Advisors Asset Management, Inc.	23	5	0.00%	0.02%	0.09%	Q2 2013	Q3 2023	28
Russell Investments Group, Ltd.	28	28	0.00%	0.13%	0.33%	Q4 2016	Q3 2023	28
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	28	28	0.00%	0.02%	0.08%	Q4 2016	Q3 2023	28
TWO SIGMA ADVISERS, LP	17	1	0.00%	0.04%	0.12%	Q1 2014	Q3 2023	28
EdgePoint Investment Group Inc.	28	28	0.46%	0.89%	1.55%	Q2 2013	Q1 2020	28
BRADLEY FOSTER & SARGENT INC/CT	28	28	0.02%	0.05%	0.10%	Q2 2013	Q1 2020	28
Sandy Spring Bank	22	6	0.00%	0.01%	0.01%	Q1 2015	Q1 2022	28
Avior Wealth Management, LLC	28	28	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	28
World Asset Management Inc	28	28	0.03%	0.11%	0.16%	Q2 2013	Q1 2020	28
CWM, LLC	20	8	0.00%	0.00%	0.00%	Q3 2016	Q3 2023	28
Raymond James Financial Services Advisors, Inc.	26	2	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	28
Hemenway Trust Co LLC	27	27	0.03%	0.06%	0.10%	Q1 2017	Q3 2023	27
LADENBURG THALMANN FINANCIAL SERVICES INC.	27	27	0.00%	0.00%	0.01%	Q2 2013	Q4 2019	27
PEAK6 Investments LLC	15	1	0.00%	0.01%	0.04%	Q3 2018	Q3 2023	27
IFP Advisors, Inc	11	1	0.00%	0.00%	0.01%	Q4 2015	Q3 2023	27
Kavar Capital Partners, LLC	27	27	0.10%	0.52%	1.48%	Q1 2014	Q3 2020	27
Smithfield Trust Co	26	1	0.01%	0.02%	0.03%	Q2 2013	Q1 2020	27
Highstreet Asset Management Inc.	27	27	1.42%	4.30%	6.91%	Q2 2013	Q4 2019	27
Manitou Investment Management Ltd.	27	27	0.10%	1.62%	3.59%	Q3 2015	Q1 2022	27
COMMERZBANK AKTIENGESELLSCHAFT /FI	26	1	0.00%	0.02%	0.09%	Q2 2013	Q1 2020	27
ADVISOR PARTNERS LLC	20	3	0.05%	0.08%	0.13%	Q4 2013	Q2 2022	27
UBS ASSET MANAGEMENT AMERICAS INC	26	1	0.00%	0.14%	0.24%	Q2 2013	Q3 2021	27
KNOTT DAVID M	27	27	0.00%	0.01%	0.01%	Q1 2015	Q3 2021	27
Polar Asset Management Partners Inc.	11	1	0.01%	0.32%	1.22%	Q4 2017	Q1 2023	27
Andra AP-fonden	11	2	0.04%	0.17%	0.60%	Q1 2016	Q2 2023	27
LAZARD ASSET MANAGEMENT LLC	27	27	0.00%	0.00%	0.00%	Q2 2013	Q4 2019	27
Cornerstone Wealth Management, LLC	24	3	0.07%	0.10%	0.26%	Q4 2016	Q3 2023	27
Beutel, Goodman & Co Ltd.	25	1	0.56%	3.11%	7.70%	Q4 2016	Q3 2023	26
Cambridge Investment Research Advisors, Inc.	12	1	0.00%	0.01%	0.02%	Q2 2013	Q3 2023	26
Greystone Managed Investments Inc.	26	26	2.79%	6.00%	7.70%	Q2 2013	Q3 2019	26
Mirae Asset Global Investments Co., Ltd.	26	26	0.00%	0.03%	0.13%	Q4 2013	Q1 2020	26
WELCH & FORBES LLC	13	13	0.01%	0.10%	0.27%	Q2 2013	Q4 2019	26
Avalon Investment & Advisory	26	26	0.02%	0.07%	0.18%	Q4 2016	Q1 2023	26
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	16	10	0.00%	0.00%	0.01%	Q2 2013	Q4 2019	26
Crossmark Global Holdings, Inc.	25	1	0.20%	0.31%	0.39%	Q3 2016	Q3 2023	26
Baird Financial Group, Inc.	23	1	0.00%	0.01%	0.01%	Q2 2015	Q3 2022	26
Radnor Capital Management, LLC	19	1	0.16%	0.57%	0.74%	Q4 2016	Q3 2023	26
BANK OF NOVA SCOTIA	13	4	0.01%	0.01%	0.03%	Q1 2013	Q3 2023	26
DAVIS R M INC	26	26	0.01%	0.45%	1.45%	Q2 2013	Q3 2019	26
Aull & Monroe Investment Management Corp	22	1	0.09%	0.16%	0.21%	Q3 2014	Q1 2022	25
Lombard Odier Asset Management (Europe) Ltd	16	2	0.04%	0.15%	0.59%	Q2 2016	Q3 2023	25
BLAIR WILLIAM & CO/IL	13	12	0.00%	0.00%	0.00%	Q2 2017	Q3 2023	25
State of Tennessee, Treasury Department	23	2	0.13%	0.31%	0.50%	Q4 2014	Q3 2023	25
QV Investors Inc.	22	3	1.85%	5.22%	10.39%	Q2 2017	Q3 2023	25
Mondrian Investment Partners LTD	21	4	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	25
AMERICAN CENTURY COMPANIES INC	16	9	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	25
Skandinaviska Enskilda Banken AB (publ)	17	8	0.04%	0.14%	0.34%	Q1 2017	Q3 2023	25
Bogart Wealth, LLC	25	25	0.01%	0.06%	0.13%	Q3 2017	Q3 2023	25
NWAM LLC	13	12	0.01%	0.04%	0.07%	Q2 2017	Q3 2023	25
CIGNA INVESTMENTS INC /NEW	25	25	0.06%	0.12%	0.27%	Q3 2017	Q3 2023	25
NN Investment Partners Holdings N.V.	25	25	0.02%	0.13%	0.26%	Q1 2016	Q1 2022	25
FORSTA AP-FONDEN	19	2	0.17%	0.29%	0.45%	Q1 2017	Q3 2023	25
Squarepoint Ops LLC	6	1	0.00%	0.01%	0.03%	Q1 2017	Q3 2023	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.00%	0.01%	0.01%	Q4 2017	Q3 2023	24
Tradewinds Capital Management, LLC	24	24	0.00%	0.00%	0.00%	Q2 2015	Q1 2021	24
EARNEST PARTNERS LLC	24	24	0.00%	0.00%	0.00%	Q4 2017	Q3 2023	24
Winslow, Evans & Crocker, Inc.	23	1	0.00%	0.00%	0.01%	Q4 2013	Q4 2020	24
Ipswich Investment Management Co., Inc.	24	24	0.26%	0.46%	1.21%	Q4 2017	Q3 2023	24
Osborn Williams & Donohoe LLC	24	24	0.04%	0.07%	0.10%	Q2 2014	Q1 2020	24
BNP Paribas Asset Management Holding S.A.	24	24	0.02%	0.08%	0.15%	Q2 2013	Q1 2019	24
Shoker Investment Counsel, Inc.	24	24	0.21%	0.35%	0.45%	Q1 2014	Q4 2019	24
Lombard Odier Asset Management (Switzerland) SA	13	1	0.02%	0.05%	0.19%	Q2 2014	Q1 2023	24
Merit Financial Group, LLC	24	24	0.02%	0.05%	0.08%	Q4 2017	Q3 2023	24
BAHL & GAYNOR INC	22	2	0.00%	0.06%	0.82%	Q2 2013	Q4 2019	24
Onex Canada Asset Management Inc.	24	24	0.64%	2.79%	6.65%	Q4 2017	Q3 2023	24
AdvisorNet Financial, Inc	23	23	0.00%	0.00%	0.01%	Q4 2017	Q2 2023	23
NOMURA HOLDINGS INC	4	2	0.00%	0.02%	0.09%	Q2 2013	Q3 2018	23
Mawer Investment Management Ltd.	12	11	1.36%	2.73%	4.42%	Q3 2013	Q2 2019	23
Steward Partners Investment Advisory, LLC	23	23	0.00%	0.01%	0.03%	Q1 2018	Q3 2023	23
Quantbot Technologies LP	7	1	0.00%	0.08%	0.35%	Q3 2013	Q3 2023	23
Man Group plc	23	23	0.01%	0.06%	0.15%	Q1 2018	Q3 2023	23
AQR Capital Management	19	1	0.00%	0.10%	0.22%	Q4 2012	Q1 2019	23
Arnhold LLC	23	23	0.14%	0.21%	0.29%	Q1 2018	Q3 2023	23
RIVERHEAD CAPITAL MANAGEMENT LLC	23	23	0.00%	0.01%	0.02%	Q1 2014	Q3 2019	23
Investors Research Corp	19	4	0.04%	0.08%	0.14%	Q4 2017	Q3 2023	23
JANUS HENDERSON GROUP PLC	23	23	0.00%	0.02%	0.08%	Q1 2018	Q3 2023	23
LS Investment Advisors, LLC	22	22	0.00%	0.00%	0.00%	Q2 2013	Q3 2018	22
VOLORIDGE INVESTMENT MANAGEMENT, LLC	9	1	0.00%	0.09%	0.21%	Q1 2015	Q3 2023	22
UNITED SERVICES AUTOMOBILE ASSOCIATION	15	7	0.00%	0.15%	0.55%	Q3 2016	Q3 2023	22
AlphaMark Advisors, LLC	15	7	0.00%	0.00%	0.01%	Q1 2017	Q3 2023	22
SYNOVUS FINANCIAL CORP	12	10	0.00%	0.00%	0.00%	Q1 2014	Q2 2020	22
Capital World Investors	12	1	0.00%	0.10%	0.24%	Q2 2013	Q3 2023	22
Capital International Investors	22	22	0.03%	0.30%	0.95%	Q2 2013	Q3 2018	22
BNP PARIBAS FINANCIAL MARKETS	22	22	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	22
HighTower Trust Company, N.A.	22	22	0.06%	0.08%	0.09%	Q2 2013	Q3 2018	22
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD	21	21	0.22%	0.43%	0.54%	Q2 2013	Q2 2018	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	21
Pinnacle Bancorp, Inc.	20	1	0.01%	0.02%	0.03%	Q1 2017	Q3 2023	21
Glassman Wealth Services	21	21	0.01%	0.04%	0.08%	Q3 2018	Q3 2023	21
SECURITY NATIONAL TRUST CO	20	1	0.01%	0.01%	0.03%	Q2 2014	Q3 2021	21
Unigestion Holding SA	15	6	0.08%	0.77%	1.35%	Q2 2018	Q3 2023	21
Fairfax Financial Holdings	20	20	0.35%	0.59%	0.83%	Q4 2018	Q3 2023	20
BREWIN DOLPHIN LTD	20	20	0.02%	0.12%	0.25%	Q3 2017	Q2 2022	20
SIG North Trading, ULC	8	8	0.05%	1.30%	2.96%	Q4 2021	Q3 2023	20
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	15	15	0.01%	1.06%	3.38%	Q1 2020	Q3 2023	20
Old North State Trust, LLC	14	6	0.13%	0.22%	0.34%	Q3 2018	Q3 2023	20
Lindbrook Capital, LLC	20	20	0.01%	0.01%	0.03%	Q4 2018	Q3 2023	20
Capital Analysts, LLC	11	9	0.00%	0.00%	0.00%	Q4 2012	Q3 2023	20
Advisory Services Network, LLC	8	1	0.00%	0.00%	0.02%	Q2 2015	Q4 2022	20
Gradient Investments LLC	18	2	0.00%	0.07%	0.46%	Q4 2016	Q3 2023	20
Horizon Investments, LLC	14	1	0.02%	0.04%	0.09%	Q2 2017	Q3 2023	20
New England Research & Management, Inc.	20	20	0.16%	0.44%	1.42%	Q4 2013	Q3 2018	20
BESSEMER GROUP INC	16	1	0.00%	0.00%	0.05%	Q4 2013	Q3 2023	20
PineBridge Investments, L.P.	15	2	0.00%	0.02%	0.04%	Q2 2013	Q3 2023	20
Galibier Capital Management Ltd.	20	20	3.44%	4.99%	6.99%	Q4 2018	Q3 2023	20
Dynamic Technology Lab Private Ltd	4	1	0.04%	0.36%	1.07%	Q2 2012	Q2 2022	20
Hanson & Doremus Investment Management	20	20	0.00%	0.00%	0.00%	Q2 2013	Q1 2018	20
EVERGREEN CAPITAL MANAGEMENT LLC	12	8	0.01%	0.02%	0.03%	Q1 2018	Q3 2023	20
NEXT Financial Group, Inc	10	1	0.00%	0.01%	0.02%	Q2 2014	Q4 2021	20
American Portfolios Advisors	20	20	0.00%	0.00%	0.00%	Q4 2017	Q3 2022	20
RESOURCES MANAGEMENT CORP /CT/ /ADV	17	2	0.15%	0.28%	0.60%	Q3 2018	Q3 2023	19
NICOLA WEALTH MANAGEMENT LTD.	15	1	1.84%	4.51%	12.30%	Q1 2018	Q2 2023	19
MU Investments Co., Ltd.	19	19	0.01%	0.16%	0.35%	Q2 2013	Q4 2017	19
PRUDENTIAL PLC	16	1	0.00%	0.12%	0.22%	Q1 2016	Q3 2023	19
Paloma Partners Management Co	9	1	0.00%	0.06%	0.24%	Q2 2013	Q1 2021	19
Nikko Asset Management Americas, Inc.	19	19	0.02%	0.09%	0.29%	Q4 2013	Q2 2018	19
Princeton Global Asset Management LLC	19	19	0.01%	0.01%	0.02%	Q1 2019	Q3 2023	19
Private Capital Group, LLC	19	19	0.00%	0.00%	0.01%	Q4 2017	Q2 2022	19
Granite Investment Advisors, LLC	19	19	0.16%	1.15%	2.04%	Q2 2015	Q4 2019	19
BerganKDV Wealth Management, LLC	19	19	0.00%	0.00%	0.00%	Q4 2018	Q2 2023	19
Martin Capital Partners, LLC	19	19	1.44%	2.29%	2.90%	Q4 2017	Q2 2022	19
PATHSTONE FAMILY OFFICE, LLC	9	1	0.00%	0.01%	0.02%	Q2 2016	Q3 2023	18
Commonwealth Equity Services, Inc	18	18	0.01%	0.01%	0.02%	Q2 2013	Q3 2017	18
I.G. INVESTMENT MANAGEMENT, LTD.	18	18	5.66%	6.29%	7.46%	Q2 2013	Q3 2017	18
Timber Hill LLC	13	1	0.00%	0.17%	1.36%	Q2 2013	Q3 2018	18
BlackRock Inc.	17	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2023	18
Grantham, Mayo, Van Otterloo & Co. LLC	5	1	0.00%	0.08%	0.25%	Q3 2015	Q3 2023	18
MARSHALL WACE, LLP	15	1	0.00%	0.07%	0.24%	Q3 2014	Q3 2023	18
UBS AG	6	6	0.00%	0.02%	0.09%	Q2 2013	Q3 2014	18
HM PAYSON & CO	17	17	0.00%	0.00%	0.00%	Q2 2019	Q2 2023	17
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	9	1	0.03%	0.11%	0.16%	Q2 2013	Q1 2022	17
GW HENSSLER & ASSOCIATES LTD	17	17	0.04%	0.19%	0.32%	Q2 2013	Q2 2017	17
Zions Bancorporation, N.A.	17	17	0.00%	0.00%	0.02%	Q3 2019	Q3 2023	17
Daiwa Securities Group Inc.	12	5	0.00%	0.00%	0.02%	Q4 2016	Q3 2023	17
Pacifica Partners Inc.	17	17	0.42%	1.17%	2.02%	Q4 2019	Q4 2023	17
CAPSTONE ASSET MANAGEMENT CO	17	17	0.23%	0.34%	0.42%	Q2 2013	Q2 2017	17
CENTRAL TRUST Co	13	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	17
CAPTRUST FINANCIAL ADVISORS	13	1	0.00%	0.00%	0.00%	Q1 2019	Q3 2023	17
Rockefeller Capital Management L.P.	16	1	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	17
Archer Investment Corp	17	17	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	17
Cornerstone Advisors, Inc.	14	3	0.00%	0.04%	0.07%	Q4 2014	Q2 2019	17
PRINCIPAL FINANCIAL GROUP INC	10	7	0.00%	0.07%	0.14%	Q2 2017	Q3 2023	17
Waratah Capital Advisors Ltd.	7	1	0.03%	0.26%	0.69%	Q3 2016	Q3 2023	17
Tetrem Capital Management Ltd.	17	17	3.90%	4.70%	5.32%	Q2 2013	Q2 2017	17
ROCKY MOUNTAIN ADVISERS, LLC	12	5	0.01%	0.99%	2.06%	Q3 2014	Q3 2023	17
DREMAN VALUE MANAGEMENT, L L C	10	7	0.00%	0.30%	0.69%	Q4 2013	Q1 2018	17
M&G INVESTMENT MANAGEMENT LTD	16	16	0.04%	0.22%	0.57%	Q4 2019	Q3 2023	16
CONNING INC.	16	16	0.01%	0.02%	0.02%	Q4 2017	Q3 2021	16
Value Partners Investments Inc.	16	16	5.22%	5.84%	7.01%	Q4 2019	Q3 2023	16
North Star Investment Management Corp.	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
Adams Asset Advisors, LLC	16	16	0.09%	0.53%	0.73%	Q2 2015	Q1 2019	16
HENNESSY ADVISORS INC	16	16	0.07%	0.13%	0.21%	Q1 2015	Q4 2018	16
BLUESTEIN R H & CO LLC	16	16	0.02%	0.03%	0.04%	Q4 2018	Q3 2022	16
Sentry Investments Corp.	9	7	0.01%	0.26%	1.67%	Q4 2013	Q1 2018	16
Mitsubishi UFJ Trust & Banking Corp	10	6	0.00%	0.02%	0.04%	Q3 2019	Q3 2023	16
Quilter Plc	16	16	0.01%	0.01%	0.03%	Q4 2019	Q3 2023	16
Claret Asset Management Corp	16	16	0.35%	0.48%	0.61%	Q4 2017	Q3 2021	16
1st Global Advisors, Inc.	11	5	0.03%	0.06%	0.10%	Q2 2013	Q2 2017	16
Burt Wealth Advisors	16	16	0.01%	0.01%	0.02%	Q4 2016	Q3 2020	16
ADELL HARRIMAN & CARPENTER INC	11	5	0.06%	0.24%	0.64%	Q3 2013	Q2 2020	16
COMMONWEALTH BANK OF AUSTRALIA	16	16	0.08%	0.10%	0.13%	Q3 2015	Q2 2019	16
WASHINGTON TRUST BANK	10	6	0.00%	0.01%	0.02%	Q1 2014	Q1 2019	16
FOUNDERS FINANCIAL SECURITIES LLC	16	16	0.22%	0.27%	0.35%	Q2 2017	Q1 2021	16
TWO SIGMA SECURITIES, LLC	4	1	0.00%	0.01%	0.06%	Q1 2017	Q3 2023	16
Clearstead Advisors, LLC	15	1	0.00%	0.01%	0.05%	Q3 2017	Q3 2023	16
RATIONAL ADVISORS LLC	7	1	0.00%	0.31%	0.90%	Q3 2009	Q3 2020	16
EXCHANGE TRADED CONCEPTS, LLC	12	4	0.00%	0.00%	0.02%	Q4 2019	Q4 2023	16
EDGE ASSET MANAGEMENT, INC	16	16	0.47%	0.60%	0.73%	Q2 2013	Q1 2017	16
MASSMUTUAL TRUST CO FSB/ADV	11	1	0.00%	0.00%	0.00%	Q1 2016	Q4 2023	16
Banque Cantonale Vaudoise	16	16	0.00%	0.00%	0.03%	Q4 2019	Q3 2023	16
Lenox Wealth Advisors, LLC	12	4	0.00%	0.00%	0.03%	Q4 2017	Q1 2022	16
BALYASNY ASSET MANAGEMENT L.P.	3	1	0.00%	0.02%	0.12%	Q2 2016	Q2 2023	16
DELTA LLOYD NV	16	16	0.03%	0.12%	0.24%	Q2 2013	Q1 2017	16
Ensign Peak Advisors, Inc	16	16	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	16
Marshall Wace North America L.P.	16	16	0.01%	0.07%	0.33%	Q4 2017	Q3 2021	16
AVANTAX ADVISORY SERVICES, INC.	16	16	0.01%	0.01%	0.02%	Q4 2019	Q3 2023	16
Assenagon Asset Management S.A.	10	6	0.01%	0.01%	0.01%	Q1 2019	Q3 2023	16
IMS Capital Management	5	1	0.10%	0.34%	1.12%	Q2 2013	Q4 2020	15
Pine River Capital Management L.P.	15	15	0.01%	0.05%	0.13%	Q2 2013	Q4 2016	15
Cetera Advisors LLC	6	4	0.00%	0.01%	0.02%	Q4 2016	Q2 2023	15
Proficio Capital Partners LLC	15	15	0.01%	0.02%	0.04%	Q4 2015	Q2 2019	15
QCI ASSET MANAGEMENT INC/NY	15	15	0.00%	0.00%	0.01%	Q2 2013	Q4 2016	15
HAP Trading, LLC	4	1	0.00%	0.14%	0.76%	Q3 2013	Q3 2023	15
WESTPAC BANKING CORP	12	1	0.07%	0.12%	0.16%	Q1 2017	Q1 2023	15
ASSETMARK, INC	14	1	0.00%	0.00%	0.00%	Q2 2016	Q3 2023	15
RHUMBLINE ADVISERS	13	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2023	15
Quadrature Capital Ltd	2	1	0.03%	0.72%	2.60%	Q1 2016	Q3 2023	15
FineMark National Bank & Trust	15	15	0.00%	0.00%	0.01%	Q2 2013	Q4 2016	15
Patten Group, Inc.	15	15	0.02%	0.03%	0.03%	Q2 2015	Q4 2018	15
Advisor Group, Inc.	15	15	0.00%	0.01%	0.01%	Q2 2016	Q4 2019	15
Gemmer Asset Management LLC	8	7	0.00%	0.00%	0.00%	Q1 2018	Q1 2022	15
Verition Fund Management LLC	4	1	0.01%	1.03%	6.27%	Q3 2015	Q3 2023	15
EATON VANCE MANAGEMENT	10	5	0.00%	0.01%	0.01%	Q2 2013	Q1 2022	15
Eliot Finkel Investment Counsel, LLC	15	15	1.18%	1.86%	2.61%	Q4 2015	Q2 2019	15
AlphaCrest Capital Management LLC	12	3	0.09%	0.27%	0.64%	Q4 2018	Q3 2022	15
SEI INVESTMENTS CO	9	1	0.00%	0.01%	0.04%	Q4 2014	Q1 2019	15
Thomas J. Herzfeld Advisors, Inc.	7	3	0.00%	0.07%	0.17%	Q1 2015	Q1 2020	15
SILVERCREST ASSET MANAGEMENT GROUP LLC	5	2	0.00%	0.03%	0.06%	Q2 2013	Q3 2023	15
OFI Advisors LLC	11	4	0.01%	0.01%	0.03%	Q3 2011	Q3 2015	15
OSAIC HOLDINGS, INC.	15	15	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	15
CAMBRIDGE TRUST CO	11	3	0.00%	0.02%	0.02%	Q3 2016	Q2 2022	14
TSFG, LLC	14	14	0.00%	0.01%	0.01%	Q1 2019	Q2 2022	14
Virtu KCG Holdings LLC	10	4	0.01%	0.03%	0.12%	Q3 2013	Q1 2017	14
Willingdon Wealth Management	12	2	0.00%	0.95%	1.74%	Q2 2015	Q1 2020	14
SVB WEALTH LLC	11	3	0.00%	0.04%	0.10%	Q4 2014	Q3 2021	14
MIROVA	14	14	0.01%	0.04%	0.12%	Q4 2018	Q1 2022	14
WILLIAMS JONES & ASSOCIATES LLC	11	3	0.01%	0.03%	0.10%	Q2 2013	Q2 2019	14
ATLAS CAPITAL ADVISORS LLC	9	5	0.00%	0.03%	0.21%	Q1 2018	Q1 2022	14
EVOKE WEALTH, LLC	14	14	0.69%	1.34%	2.74%	Q3 2019	Q4 2022	14
AMUNDI ASSET MANAGEMENT US, INC.	14	14	0.02%	0.06%	0.19%	Q4 2017	Q1 2021	14
Matterhorn Capital Management, LLC	14	14	0.40%	1.13%	1.46%	Q2 2013	Q3 2016	14
Euro Pacific Asset Management, LLC	14	14	0.07%	1.76%	3.06%	Q2 2020	Q3 2023	14
Front Row Advisors LLC	14	14	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	14
MACQUARIE GROUP LTD	7	1	0.00%	0.01%	0.05%	Q2 2013	Q3 2021	14
Janney Montgomery Scott LLC	4	1	0.00%	0.02%	0.05%	Q3 2013	Q3 2023	14
Capital Investment Advisors, LLC	10	1	0.01%	0.01%	0.01%	Q3 2018	Q1 2023	14
Kassirer Asset Management Corp	14	14	0.21%	2.30%	13.69%	Q1 2016	Q2 2019	14
Ilmarinen Mutual Pension Insurance Co	14	14	0.05%	0.23%	0.35%	Q3 2019	Q4 2022	14
WFG Advisors, LP	14	14	0.00%	0.04%	0.10%	Q2 2013	Q3 2016	14
Ridgewood Investments LLC	9	4	0.14%	0.20%	0.27%	Q1 2020	Q3 2023	13
FAS Wealth Partners, Inc.	13	13	0.04%	0.05%	0.07%	Q1 2020	Q1 2023	13
Evercore Wealth Management, LLC	11	2	0.00%	0.01%	0.01%	Q2 2013	Q1 2017	13
Sigma Planning Corp	7	1	0.01%	0.02%	0.10%	Q2 2015	Q3 2023	13
TCI Wealth Advisors, Inc.	13	13	0.02%	0.04%	0.08%	Q4 2012	Q4 2015	13
GROUP ONE TRADING, L.P.	4	1	0.00%	0.00%	0.02%	Q2 2013	Q3 2023	13
BAROMETER CAPITAL MANAGEMENT INC.	4	1	0.01%	1.36%	3.75%	Q3 2014	Q1 2023	13
ING GROEP NV	5	2	0.00%	0.09%	0.65%	Q2 2013	Q3 2023	13
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	13	13	0.00%	0.13%	0.19%	Q4 2019	Q4 2022	13
OLD NATIONAL BANCORP /IN/	8	5	0.01%	0.02%	0.04%	Q2 2014	Q1 2018	13
Archford Capital Strategies, LLC	9	1	0.00%	0.00%	0.00%	Q1 2014	Q2 2018	13
Artemis Investment Management LLP	8	5	0.00%	0.12%	0.25%	Q3 2018	Q1 2022	13
Ballentine Partners, LLC	9	4	0.01%	0.01%	0.01%	Q2 2020	Q3 2023	13
Kestra Advisory Services, LLC	13	13	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	13
MSI Financial Services Inc	13	13	0.00%	0.01%	0.01%	Q4 2013	Q4 2016	13
USS Investment Management Ltd	9	4	0.01%	0.09%	0.16%	Q2 2020	Q3 2023	13
JANICZEK WEALTH MANAGEMENT, LLC	13	13	0.02%	0.10%	0.16%	Q3 2020	Q3 2023	13
Total Clarity Wealth Management, Inc.	13	13	0.23%	0.39%	0.89%	Q4 2019	Q4 2022	13
Holloway Wealth Management, LLC	13	13	0.01%	0.02%	0.02%	Q4 2016	Q4 2019	13
CAPITAL GUARDIAN TRUST CO	12	1	0.00%	0.13%	0.30%	Q4 2013	Q3 2018	13
First Personal Financial Services	10	3	0.00%	0.41%	0.82%	Q3 2016	Q1 2023	13
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	0.05%	0.09%	0.13%	Q4 2020	Q3 2023	12
PRIVATE TRUST CO NA	7	5	0.00%	0.01%	0.02%	Q1 2013	Q3 2023	12
PINNACLE ASSOCIATES LTD	5	1	0.00%	0.01%	0.02%	Q4 2013	Q3 2023	12
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	12	12	0.01%	0.41%	0.57%	Q4 2016	Q3 2019	12
MUFG Americas Holdings Corp	6	6	0.00%	0.00%	0.00%	Q4 2013	Q1 2018	12
FIRST NATIONAL TRUST CO	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
EXENCIAL WEALTH ADVISORS, LLC	11	1	0.02%	0.03%	0.05%	Q1 2013	Q3 2023	12
AHL Partners LLP	6	6	0.01%	0.06%	0.31%	Q3 2014	Q4 2017	12
Tacita Capital Inc	12	12	1.01%	1.33%	1.64%	Q4 2020	Q3 2023	12
A.R.T. Advisors, LLC	5	1	0.01%	0.08%	0.17%	Q4 2014	Q4 2019	12
Tyers Asset Management LLC	12	12	0.01%	0.04%	0.23%	Q4 2016	Q3 2019	12
MARATHON CAPITAL MANAGEMENT	9	3	0.07%	0.15%	0.26%	Q4 2019	Q4 2022	12
Financial Management Professionals, Inc.	12	12	0.00%	0.00%	0.00%	Q2 2020	Q1 2023	12
SOA Wealth Advisors, LLC.	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
Asset Dedication, LLC	11	1	0.00%	0.00%	0.01%	Q3 2018	Q3 2023	12
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	7	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2022	12
Lombard Odier & Cie (Canada), Limited Partnership	12	12	1.33%	2.56%	3.78%	Q4 2013	Q3 2016	12
Triasima Portfolio Management inc.	12	12	0.85%	2.84%	5.11%	Q4 2020	Q3 2023	12
THRIVENT FINANCIAL FOR LUTHERANS	8	4	0.00%	0.00%	0.00%	Q3 2014	Q3 2017	12
Cohen Investment Advisors LLC	12	12	0.27%	0.30%	0.34%	Q4 2020	Q3 2023	12
RUSSELL FRANK CO/	12	12	0.18%	0.29%	0.38%	Q2 2013	Q1 2016	12
Flinton Capital Management LLC	12	12	0.01%	0.06%	0.30%	Q4 2016	Q3 2019	12
AMERICAN INTERNATIONAL GROUP, INC.	12	12	0.00%	0.00%	0.00%	Q2 2013	Q1 2016	12
DC Investments Management, LLC	12	12	0.10%	0.22%	0.34%	Q4 2017	Q3 2020	12
Gratus Capital, LLC	12	12	0.04%	0.21%	0.31%	Q2 2016	Q1 2019	12
Lorne Steinberg Wealth Management Inc.	12	12	2.11%	2.72%	5.45%	Q4 2020	Q3 2023	12
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	6	1	0.00%	0.34%	1.09%	Q1 2017	Q2 2023	12
Berman Capital Advisors, LLC	12	12	0.00%	0.00%	0.00%	Q4 2018	Q3 2021	12
PICTET ASSET MANAGEMENT LTD	12	12	0.03%	0.05%	0.06%	Q3 2018	Q2 2021	12
Counsel Portfolio Services Inc.	11	1	1.14%	2.16%	3.21%	Q2 2013	Q2 2016	12
WASHINGTON TRUST Co	11	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2022	12
Rikoon Group, LLC	12	12	0.22%	0.36%	0.75%	Q3 2016	Q2 2019	12
Neuburgh Advisers LLC	12	12	0.01%	0.07%	0.38%	Q4 2016	Q3 2019	12
Stonehage Fleming Financial Services Holdings Ltd	12	12	0.01%	0.02%	0.02%	Q1 2016	Q4 2018	12
Glen Harbor Capital Management LLC	12	12	0.00%	0.02%	0.11%	Q4 2016	Q3 2019	12
Trexquant Investment LP	4	1	0.02%	0.13%	0.38%	Q1 2015	Q2 2022	12
First Trust Direct Indexing L.P.	12	12	0.03%	0.08%	0.12%	Q4 2020	Q3 2023	12
Vanguard Personalized Indexing Management, LLC	9	1	0.02%	0.08%	0.66%	Q1 2020	Q3 2023	12
TDAM USA INC.	11	1	0.01%	0.02%	0.03%	Q3 2013	Q3 2016	12
RITHOLTZ WEALTH MANAGEMENT	12	12	0.01%	0.03%	0.06%	Q4 2020	Q3 2023	12
UNITED CAPITAL FINANCIAL ADVISORS, LLC	4	1	0.00%	0.01%	0.02%	Q1 2014	Q2 2022	12
OSSIAM	7	5	0.01%	0.04%	0.13%	Q4 2018	Q3 2023	12
Bridgewater Associates	12	12	0.08%	0.20%	0.37%	Q2 2017	Q1 2020	12
FRED ALGER MANAGEMENT, LLC	8	4	0.00%	0.00%	0.00%	Q2 2013	Q3 2017	12
Private Advisor Group, LLC	6	1	0.00%	0.01%	0.05%	Q2 2014	Q2 2022	12
AE Wealth Management LLC	10	2	0.00%	0.01%	0.03%	Q2 2017	Q3 2023	12
FIRST MANHATTAN CO. LLC.	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
QUANTUM CAPITAL MANAGEMENT	5	3	0.04%	0.06%	0.09%	Q2 2014	Q3 2020	12
ROYAL LONDON ASSET MANAGEMENT LTD	11	11	0.01%	0.05%	0.08%	Q1 2021	Q3 2023	11
Yorktown Management & Research Co Inc	8	3	0.04%	0.05%	0.06%	Q3 2013	Q1 2018	11
IEQ CAPITAL, LLC	11	11	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	11
Amundi	10	10	0.00%	0.11%	0.20%	Q2 2021	Q3 2023	11
BI Asset Management Fondsmaeglerselskab A/S	9	2	0.03%	0.05%	0.08%	Q3 2019	Q2 2022	11
Spire Wealth Management	11	11	0.00%	0.00%	0.00%	Q1 2021	Q3 2023	11
Zions Bancorporation	9	1	0.00%	0.02%	0.06%	Q1 2015	Q3 2018	11
BHF Kleinwort Benson Group S.A.	11	11	0.00%	0.13%	0.29%	Q2 2013	Q4 2015	11
Jefferies Group LLC	5	1	0.00%	0.02%	0.05%	Q3 2015	Q4 2019	11
Hazelview Securities Inc.	11	11	0.64%	1.02%	1.79%	Q1 2017	Q3 2019	11
APPLETON PARTNERS INC/MA	11	11	0.08%	0.35%	0.50%	Q2 2013	Q4 2015	11
180 WEALTH ADVISORS, LLC	9	1	0.08%	0.13%	0.18%	Q4 2017	Q3 2022	11
LifePlan Financial Group, Inc	11	11	0.01%	0.02%	0.03%	Q1 2018	Q3 2020	11
Magnus Financial Group LLC	7	4	0.02%	0.04%	0.06%	Q4 2020	Q3 2023	11
FOSTER & MOTLEY INC	10	1	0.03%	0.19%	0.44%	Q2 2013	Q2 2022	11
Harrington Investments, INC	11	11	0.30%	0.66%	1.12%	Q3 2017	Q1 2020	11
Lipe & Dalton	11	11	0.00%	0.02%	0.02%	Q4 2020	Q2 2023	11
ARCADIA INVESTMENT MANAGEMENT CORP/MI	11	11	0.00%	0.01%	0.04%	Q1 2016	Q3 2018	11
Schonfeld Strategic Advisors LLC	9	2	0.01%	0.38%	1.60%	Q2 2020	Q1 2023	11
Sara-Bay Financial	9	2	0.09%	0.12%	0.17%	Q4 2020	Q3 2023	11
Cetera Investment Advisers	11	11	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	11
FARMERS TRUST CO	9	2	0.06%	0.13%	0.27%	Q2 2013	Q4 2017	11
Jackson, Grant Investment Advisers, Inc.	11	11	0.02%	0.02%	0.02%	Q1 2021	Q3 2023	11
FIRST INTERSTATE BANK	11	11	0.00%	0.00%	0.00%	Q4 2016	Q2 2019	11
Vontobel Holding Ltd.	11	11	0.00%	0.01%	0.04%	Q4 2020	Q2 2023	11
Hartford Financial Management Inc.	7	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	11
FDx Advisors, Inc.	8	3	0.01%	0.02%	0.03%	Q2 2014	Q1 2018	11
ALLSTATE CORP	11	11	0.45%	0.75%	1.13%	Q2 2013	Q4 2015	11
Vident Investment Advisory, LLC	10	10	0.01%	0.02%	0.03%	Q4 2020	Q1 2023	10
NorthCoast Asset Management LLC	7	1	0.06%	0.23%	0.58%	Q4 2013	Q2 2018	10
HARBOUR INVESTMENTS, INC.	6	4	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	10
Douglass Winthrop Advisors, LLC	10	10	0.03%	0.04%	0.05%	Q1 2016	Q2 2018	10
Vantage Investment Advisors, LLC	10	10	0.00%	0.01%	0.01%	Q2 2016	Q3 2018	10
Mn Services Vermogensbeheer B.V.	9	1	0.13%	0.28%	0.39%	Q1 2016	Q2 2019	10
First Eagle Investment Management, LLC	10	10	0.00%	0.00%	0.00%	Q3 2015	Q4 2017	10
Caprock Group, LLC	4	1	0.02%	0.04%	0.05%	Q2 2017	Q2 2021	10
Virtu Financial LLC	3	1	0.02%	0.08%	0.20%	Q4 2017	Q3 2023	10
Varma Mutual Pension Insurance Co	10	10	0.02%	0.07%	0.18%	Q4 2017	Q1 2020	10
ClearBridge Investments	10	10	0.00%	0.00%	0.00%	Q2 2016	Q3 2018	10
BDO Wealth Advisors, LLC	10	10	0.01%	0.01%	0.01%	Q1 2021	Q2 2023	10
PRELUDE CAPITAL MANAGEMENT, LLC	3	1	0.00%	0.05%	0.14%	Q4 2013	Q1 2021	10
SIMPLEX TRADING, LLC	4	1	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	10
Community Bank, N.A.	4	1	0.00%	0.05%	0.19%	Q4 2014	Q4 2021	10
Pacer Advisors, Inc.	5	1	0.00%	0.02%	0.15%	Q4 2013	Q3 2023	10
Bell Bank	10	10	0.24%	0.53%	0.65%	Q2 2013	Q3 2015	10
Focused Wealth Management, Inc	10	10	0.01%	0.01%	0.02%	Q3 2013	Q4 2015	10
GPS Wealth Strategies Group, LLC	7	3	0.00%	0.05%	0.14%	Q1 2021	Q3 2023	10
TRUIST FINANCIAL CORP	8	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	10
Whitnell & Co.	6	3	0.00%	0.00%	0.00%	Q3 2015	Q2 2018	9
Transform Wealth, LLC	9	9	0.06%	0.43%	1.80%	Q2 2016	Q2 2018	9
Gideon Capital Advisors, Inc.	2	1	0.10%	0.25%	0.51%	Q1 2014	Q3 2019	9
BlackRock Investment Management, LLC	9	9	0.00%	0.02%	0.14%	Q2 2013	Q2 2015	9
BRANDYWINE OAK PRIVATE WEALTH LLC	9	9	0.03%	0.05%	0.08%	Q4 2018	Q4 2020	9
DAVENPORT & Co LLC	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
Cresset Asset Management, LLC	6	1	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	9
Wealthspire Advisors, L.P.	9	9	0.00%	0.00%	0.00%	Q1 2017	Q1 2019	9
Magnetar Financial LLC	3	1	0.00%	0.02%	0.04%	Q3 2015	Q3 2021	9
Marathon Asset Management Ltd	9	9	0.57%	0.97%	1.18%	Q3 2021	Q3 2023	9
Balentine LLC	8	1	0.00%	0.00%	0.02%	Q3 2018	Q4 2022	9
Global Retirement Partners, LLC	7	2	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	9
SevenBridge Financial Group, LLC	9	9	0.01%	0.01%	0.01%	Q2 2016	Q2 2018	9
Americana Partners, LLC	9	9	0.03%	0.06%	0.15%	Q2 2021	Q2 2023	9
JFS WEALTH ADVISORS, LLC	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
HHM Wealth Advisors, LLC	9	9	0.00%	0.00%	0.00%	Q2 2020	Q2 2022	9
Exchange Capital Management, Inc.	8	1	0.00%	0.00%	0.00%	Q2 2013	Q2 2016	9
Allworth Financial LP	7	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	9
HighVista Strategies LLC	8	1	0.10%	0.15%	0.28%	Q4 2013	Q3 2016	9
PDT Partners, LLC	3	1	0.01%	0.14%	0.24%	Q3 2013	Q2 2023	9
Pendal Group Ltd	9	9	0.01%	0.07%	0.16%	Q4 2020	Q4 2022	9
Covington Investment Advisors Inc.	9	9	0.92%	1.19%	1.39%	Q2 2013	Q2 2015	9
MCF Advisors LLC	9	9	0.00%	0.00%	0.01%	Q1 2014	Q1 2016	9
Patriot Financial Group Insurance Agency, LLC	9	9	0.02%	0.04%	0.06%	Q4 2016	Q4 2018	9
Hennion & Walsh Asset Management, Inc.	9	9	0.01%	0.03%	0.05%	Q3 2021	Q3 2023	9
Daiwa SB Investments Ltd.	6	3	0.07%	0.97%	1.65%	Q3 2014	Q2 2017	9
HIGHLAND CAPITAL MANAGEMENT, LLC	9	9	0.09%	0.11%	0.14%	Q3 2021	Q3 2023	9
TOMPKINS FINANCIAL CORP	8	1	0.00%	0.03%	0.04%	Q4 2019	Q4 2023	9
MANAGED ACCOUNT ADVISORS LLC	9	9	0.00%	0.02%	0.07%	Q2 2013	Q2 2015	9
One Capital Management, LLC	5	1	0.01%	0.06%	0.08%	Q3 2014	Q1 2019	9
CORTLAND ADVISERS LLC	8	8	0.84%	1.19%	1.41%	Q2 2015	Q1 2017	8
SUNTRUST BANKS INC	6	2	0.00%	0.00%	0.00%	Q4 2013	Q4 2018	8
VALLEY NATIONAL ADVISERS INC	8	8	0.00%	0.00%	0.00%	Q3 2018	Q2 2020	8
TEACHERS ADVISORS, LLC	7	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2017	8
Sowell Financial Services LLC	7	1	0.01%	0.01%	0.02%	Q4 2016	Q1 2021	8
PEG CAPITAL MANAGEMENT INC /NH/	8	8	1.36%	1.68%	2.92%	Q2 2013	Q1 2015	8
Cetera Advisor Networks LLC	7	1	0.00%	0.00%	0.01%	Q2 2020	Q3 2023	8
BALTIMORE CAPITAL MANAGEMENT, INC	7	1	2.36%	2.71%	2.92%	Q1 2017	Q1 2019	8
PICTET ASSET MANAGEMENT SA	8	8	0.03%	0.05%	0.08%	Q3 2021	Q2 2023	8
BRYN MAWR CAPITAL MANAGEMENT INC	5	3	0.04%	0.40%	0.93%	Q3 2013	Q3 2015	8
Investment Management Corp of Ontario	4	1	0.23%	0.33%	0.48%	Q4 2020	Q3 2023	8
Retirement Group, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Y-Intercept (Hong Kong) Ltd	6	1	0.03%	0.22%	0.49%	Q4 2020	Q2 2023	8
Royal Fund Management, LLC	8	8	0.01%	0.01%	0.02%	Q4 2016	Q3 2018	8
WEST BANCORPORATION INC	4	4	0.00%	0.01%	0.03%	Q4 2019	Q3 2022	8
CLEARBRIDGE, LLC	8	8	0.00%	0.00%	0.00%	Q3 2016	Q2 2018	8
Cordasco Financial Network	8	8	1.01%	1.52%	2.16%	Q4 2013	Q3 2015	8
Forum Financial Management, LP	8	8	0.01%	0.03%	0.05%	Q4 2021	Q3 2023	8
Mascoma Wealth Management LLC	7	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2023	8
Qtron Investments LLC	6	2	0.05%	0.11%	0.16%	Q4 2020	Q1 2023	8
Winfield Associates, Inc.	8	8	0.01%	0.01%	0.01%	Q1 2016	Q4 2017	8
NATIONAL BANK OF CANADA /FI/	8	8	0.67%	1.43%	2.85%	Q4 2021	Q3 2023	8
MILES CAPITAL, INC.	8	8	0.14%	0.15%	0.16%	Q3 2016	Q2 2018	8
SILVERLAKE WEALTH MANAGEMENT LLC	8	8	0.22%	0.27%	0.32%	Q4 2021	Q3 2023	8
Quantitative Investment Management, LLC	4	1	0.02%	0.06%	0.16%	Q1 2015	Q4 2019	8
Bell Investment Advisors, Inc	6	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
FORA Capital, LLC	4	1	0.02%	0.19%	0.47%	Q4 2019	Q4 2022	8
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	3	1	0.09%	0.16%	0.30%	Q1 2018	Q3 2022	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
BOSTON PRIVATE BANK & TRUST CO	8	8	0.00%	0.01%	0.01%	Q2 2013	Q1 2015	8
TRUST DEPARTMENT MB FINANCIAL BANK N A	8	8	0.00%	0.00%	0.01%	Q4 2013	Q3 2015	8
ACUITY INVESTMENT MANAGEMENT INC	8	8	4.38%	6.94%	7.76%	Q2 2013	Q1 2015	8
Partnervest Advisory Services LLC	4	1	0.00%	0.06%	0.11%	Q2 2013	Q4 2017	8
Bridgecreek Investment Management, LLC	8	8	0.06%	0.08%	0.10%	Q2 2019	Q1 2021	8
Robertson Stephens Wealth Management, LLC	8	8	0.02%	0.04%	0.05%	Q4 2020	Q3 2022	8
MCMILLION CAPITAL MANAGEMENT INC	4	1	0.02%	0.03%	0.04%	Q2 2019	Q2 2023	8
Capital Research Global Investors	7	1	0.00%	0.07%	0.09%	Q2 2013	Q2 2021	8
Bray Capital Advisors	7	1	0.05%	0.06%	0.07%	Q3 2015	Q3 2019	8
Arkadios Wealth Advisors	8	8	0.00%	0.00%	0.01%	Q4 2019	Q3 2021	8
YOUSIF CAPITAL MANAGEMENT, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
Firestone Capital Management	8	8	0.02%	0.02%	0.02%	Q4 2019	Q3 2021	8
Lingohr Asset Management GmbH	5	3	0.35%	1.12%	2.51%	Q1 2014	Q3 2016	8
Carolina Wealth Advisors, LLC	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Sargent Bickham Lagudis LLC	8	8	0.00%	0.00%	0.01%	Q4 2017	Q3 2019	8
UMB Bank, n.a.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
TEXAS CAPITAL BANCSHARES INC/TX	8	8	0.16%	0.22%	0.36%	Q1 2014	Q4 2015	8
CenterBook Partners LP	7	7	0.27%	0.74%	1.27%	Q1 2022	Q3 2023	7
Bristol Gate Capital Partners Inc.	7	7	0.03%	0.04%	0.05%	Q3 2018	Q1 2020	7
Joel Isaacson & Co., LLC	7	7	0.00%	0.00%	0.00%	Q2 2015	Q4 2016	7
CLEAR STREET MARKETS LLC	3	1	0.00%	0.02%	0.04%	Q2 2014	Q4 2022	7
OPPENHEIMER & CO INC	4	1	0.01%	0.01%	0.01%	Q3 2019	Q3 2022	7
Vise Technologies, Inc.	7	7	0.11%	0.15%	0.18%	Q1 2022	Q3 2023	7
PARK NATIONAL CORP /OH/	7	7	0.01%	0.01%	0.01%	Q1 2017	Q3 2018	7
EverSource Wealth Advisors, LLC	4	3	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	7
Quantitative Systematic Strategies LLC	4	1	0.06%	0.11%	0.17%	Q3 2017	Q2 2021	7
MERCER GLOBAL ADVISORS INC /ADV	6	1	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	7
Hamilton Point Investment Advisors, LLC	7	7	0.72%	0.90%	1.05%	Q4 2013	Q2 2015	7
TOBAM	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
First Horizon Advisors, Inc.	6	1	0.00%	0.00%	0.01%	Q1 2012	Q3 2022	7
SG Americas Securities, LLC	2	1	0.00%	0.00%	0.01%	Q3 2015	Q3 2023	7
Sierra Capital LLC	7	7	0.00%	0.00%	0.00%	Q2 2021	Q4 2022	7
Achmea Investment Management B.V.	7	7	0.00%	0.28%	0.69%	Q4 2021	Q2 2023	7
BALDWIN BROTHERS LLC/MA	6	1	0.00%	0.06%	0.11%	Q2 2021	Q2 2023	7
Addison Advisors LLC	7	7	0.00%	0.05%	0.07%	Q1 2022	Q3 2023	7
Ashfield Capital Partners, LLC	7	7	0.02%	0.02%	0.03%	Q2 2013	Q4 2014	7
TAYLOR ASSET MANAGEMENT INC	7	7	1.63%	1.84%	2.04%	Q2 2013	Q4 2014	7
Thornmark Asset Management Inc.	7	7	2.12%	3.23%	4.82%	Q2 2013	Q4 2014	7
Metis Global Partners, LLC	7	7	0.13%	0.25%	0.42%	Q1 2022	Q3 2023	7
Brookfield Asset Management	5	1	0.00%	0.01%	0.03%	Q2 2013	Q1 2016	7
MASON STREET ADVISORS, LLC	7	7	0.02%	0.04%	0.06%	Q2 2013	Q4 2014	7
Alan B Lancz & Associates, Inc.	7	7	0.21%	0.25%	0.31%	Q4 2021	Q2 2023	7
1620 INVESTMENT ADVISORS, INC.	6	1	0.38%	0.55%	0.74%	Q4 2021	Q3 2023	7
Bayesian Capital Management, LP	2	1	0.03%	0.10%	0.26%	Q4 2016	Q3 2023	7
Redmond Asset Management, LLC	7	7	0.16%	0.20%	0.23%	Q2 2013	Q4 2014	7
FINANCIAL COUNSELORS INC	6	1	0.01%	0.01%	0.02%	Q4 2016	Q2 2020	7
Manchester Capital Management LLC	4	3	0.00%	0.01%	0.05%	Q2 2014	Q1 2022	7
SRS Capital Advisors, Inc.	3	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2020	7
NEW ENGLAND SECURITIES CORP /MA/	7	7	0.00%	0.01%	0.02%	Q2 2013	Q4 2014	7
FIRST NEW YORK SECURITIES LLC /NY	5	2	0.01%	0.03%	0.08%	Q3 2014	Q2 2016	7
CGOV Asset Management	7	7	4.16%	5.05%	5.78%	Q3 2016	Q1 2018	7
CAPITAL INTERNATIONAL LTD /CA/	7	7	0.02%	0.04%	0.05%	Q4 2013	Q2 2015	7
Mariner, LLC	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
SHAPIRO ROBERT N	7	7	0.06%	0.07%	0.07%	Q2 2013	Q4 2014	7
Stonehage Fleming (UK) Ltd	6	1	0.11%	0.14%	0.17%	Q1 2014	Q4 2015	7
Boston Trust Walden Corp	7	7	0.01%	0.01%	0.01%	Q3 2020	Q1 2022	7
Forward Management, LLC	7	7	0.14%	0.24%	0.32%	Q2 2013	Q4 2014	7
Venture Visionary Partners LLC	4	1	0.01%	0.02%	0.02%	Q1 2021	Q3 2023	7
NORDEA INVESTMENT MANAGEMENT AB	7	7	0.66%	1.00%	1.38%	Q3 2018	Q1 2020	7
NAPLES GLOBAL ADVISORS, LLC	7	7	0.03%	0.04%	0.04%	Q4 2021	Q2 2023	7
Campbell & CO Investment Adviser LLC	3	1	0.06%	0.54%	1.46%	Q2 2013	Q4 2022	7
Lenox Wealth Management, Inc.	6	1	0.00%	0.00%	0.00%	Q1 2018	Q4 2019	7
HAZLETT, BURT & WATSON, INC.	7	7	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	7
Newbridge Financial Services Group, Inc.	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
CIBC Private Wealth Group, LLC	7	7	0.00%	0.00%	0.00%	Q4 2020	Q2 2022	7
Charter Oak Capital Management, LLC	7	7	0.00%	0.00%	0.01%	Q4 2020	Q2 2022	7
Gotham Asset Management, LLC	4	1	0.00%	0.01%	0.01%	Q4 2017	Q1 2023	7
BB&T SECURITIES, LLC	6	1	0.00%	0.00%	0.00%	Q2 2015	Q2 2017	7
Weaver Consulting Group	7	7	0.00%	0.00%	0.01%	Q1 2019	Q3 2020	7
REGIONS FINANCIAL CORP	6	1	0.00%	0.00%	0.01%	Q2 2013	Q1 2019	7
Avestar Capital, LLC	7	7	0.00%	0.01%	0.03%	Q4 2017	Q2 2019	7
FMA ADVISORY INC	3	1	0.09%	0.40%	0.50%	Q2 2013	Q2 2015	7
FLAGSHIP HARBOR ADVISORS, LLC	7	7	0.00%	0.00%	0.01%	Q2 2018	Q4 2019	7
WESTPORT RESOURCES MANAGEMENT INC	7	7	0.01%	0.01%	0.02%	Q2 2013	Q4 2014	7
Brinker Capital Investments, LLC	7	7	0.01%	0.01%	0.01%	Q2 2021	Q4 2022	7
West Family Investments, Inc.	4	1	0.08%	0.10%	0.12%	Q2 2021	Q2 2023	7
Numeric Investors LLC	7	7	0.02%	0.08%	0.18%	Q2 2016	Q4 2017	7
Coastline Trust Co	4	3	0.05%	0.10%	0.15%	Q3 2014	Q3 2018	7
NuWave Investment Management, LLC	3	1	0.01%	0.18%	0.37%	Q3 2020	Q3 2022	6
SEI TRUST CO	6	6	0.01%	0.01%	0.01%	Q2 2013	Q3 2014	6
Ninety One UK Ltd	6	6	0.23%	0.68%	0.85%	Q1 2017	Q2 2018	6
MUFG SECURITIES (CANADA), LTD.	6	6	4.86%	17.34%	29.57%	Q4 2020	Q1 2022	6
Pinnacle Wealth Planning Services, Inc.	4	1	0.00%	0.04%	0.06%	Q4 2020	Q3 2023	6
PFG Private Wealth Management, LLC	6	6	0.00%	0.00%	0.00%	Q3 2021	Q4 2022	6
UNIO CAPITAL LLC	6	6	0.00%	0.13%	0.18%	Q4 2020	Q1 2022	6
GRAYHAWK INVESTMENT STRATEGIES INC.	6	6	0.10%	0.11%	0.13%	Q2 2022	Q3 2023	6
Legacy Financial Advisors, Inc.	6	6	0.01%	0.04%	0.09%	Q4 2017	Q1 2019	6
Cerity Partners LLC	3	1	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	6
Ninety One North America, Inc.	6	6	0.03%	0.30%	0.47%	Q1 2017	Q2 2018	6
MCKINLEY CAPITAL MANAGEMENT LLC	6	6	0.05%	0.07%	0.10%	Q2 2016	Q3 2017	6
Placemark Investments, Inc.	5	1	0.00%	0.02%	0.05%	Q2 2013	Q4 2014	6
Edge Wealth Management LLC	6	6	0.00%	0.00%	0.00%	Q1 2015	Q2 2016	6
CITY NATIONAL BANK	3	3	0.00%	0.00%	0.00%	Q2 2013	Q4 2014	6
Hexagon Capital Partners LLC	6	6	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	6
Zurich Insurance Group Ltd/FI	6	6	0.03%	0.05%	0.09%	Q4 2017	Q1 2019	6
Prospera Financial Services Inc	4	1	0.01%	0.01%	0.02%	Q3 2020	Q3 2023	6
Walleye Capital LLC	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	6
IHT Wealth Management, LLC	6	6	0.00%	0.02%	0.11%	Q4 2016	Q1 2018	6
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC	6	6	0.00%	0.05%	0.12%	Q2 2013	Q3 2014	6
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	6	6	0.00%	0.00%	0.00%	Q2 2021	Q3 2022	6
ClariVest Asset Management LLC	4	2	0.19%	0.21%	0.23%	Q3 2021	Q1 2023	6
River Wealth Advisors LLC	3	3	0.02%	0.26%	0.54%	Q1 2015	Q4 2018	6
Enterprise Bank & Trust Co	5	1	0.09%	0.10%	0.11%	Q2 2021	Q1 2023	6
First Allied Advisory Services, Inc.	4	2	0.02%	0.17%	0.32%	Q2 2013	Q4 2014	6
Integrated Wealth Management	4	2	0.00%	0.01%	0.02%	Q1 2015	Q3 2016	6
PARK CIRCLE Co	4	2	0.18%	0.26%	0.38%	Q1 2015	Q2 2018	6
AMERICAN ASSETS INC	6	6	0.13%	0.15%	0.17%	Q3 2015	Q4 2016	6
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC	6	6	0.01%	0.02%	0.09%	Q1 2017	Q2 2018	6
Coston, McIsaac & Partners	6	6	0.00%	0.01%	0.01%	Q2 2022	Q3 2023	6
Sequoia Financial Advisors, LLC	4	2	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	6
Pinnacle Summer Investments, Inc.	5	1	0.12%	0.13%	0.16%	Q1 2014	Q3 2015	6
Fieldpoint Private Securities, LLC	6	6	0.00%	0.01%	0.01%	Q1 2021	Q2 2022	6
Clearstead Trust, LLC	6	6	0.02%	0.08%	0.21%	Q2 2017	Q3 2018	6
EULAV Asset Management	6	6	0.09%	0.09%	0.10%	Q2 2013	Q3 2014	6
City Financial Investment Co Ltd	5	5	0.05%	0.43%	1.36%	Q3 2017	Q3 2018	6
Ninety One SA (PTY) Ltd	6	6	0.24%	0.77%	1.01%	Q1 2017	Q2 2018	6
BlackRock Fund Advisors	6	6	0.00%	0.00%	0.00%	Q2 2013	Q3 2014	6
HB Wealth Management, LLC	4	2	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	6
Power Corp of Canada	5	1	0.02%	0.06%	0.10%	Q1 2022	Q3 2023	6
Laurel Wealth Planning LLC	6	6	0.01%	0.01%	0.01%	Q3 2021	Q4 2022	6
Corient Capital Partners, LLC	6	6	0.02%	0.02%	0.02%	Q2 2021	Q3 2022	6
ROCKEFELLER FINANCIAL SERVICES INC	6	6	0.00%	0.01%	0.01%	Q2 2013	Q3 2014	6
DEERE & CO	5	1	0.05%	0.05%	0.06%	Q1 2015	Q3 2016	6
FISHMAN JAY A LTD/MI	6	6	0.05%	0.27%	0.59%	Q2 2013	Q3 2014	6
Caption Management, LLC	4	4	0.01%	0.06%	0.11%	Q3 2020	Q2 2021	6
Summit Global Investments	6	6	0.05%	0.10%	0.19%	Q3 2021	Q4 2022	6
Highlander Capital Management, LLC	6	6	0.01%	0.01%	0.02%	Q4 2013	Q1 2015	6
Optiver Holding B.V.	5	1	0.00%	0.00%	0.00%	Q2 2021	Q1 2023	6
BRIDGEWAY CAPITAL MANAGEMENT, LLC	6	6	0.01%	0.03%	0.04%	Q4 2015	Q1 2017	6
Chevy Chase Trust Holdings, LLC	4	2	0.00%	0.00%	0.00%	Q1 2014	Q1 2018	6
Sterling Manor Financial, LLC	5	5	0.18%	0.30%	0.51%	Q1 2021	Q1 2022	5
AIA Investment Management Private Ltd	5	5	0.34%	0.43%	0.54%	Q3 2019	Q3 2020	5
HANSEATIC MANAGEMENT SERVICES INC	5	5	0.00%	0.00%	0.00%	Q1 2017	Q1 2018	5
Ranch Capital Advisors Inc.	5	5	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	5
Rehmann Capital Advisory Group	5	5	0.00%	0.00%	0.00%	Q1 2018	Q1 2019	5
Barrett Asset Management, LLC	5	5	0.00%	0.00%	0.00%	Q4 2020	Q4 2021	5
PRUDENTIAL FINANCIAL INC	3	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	5
Strategic Advisors LLC	5	5	0.37%	0.70%	0.81%	Q1 2014	Q1 2015	5
Blue Trust, Inc.	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
WOLVERINE ASSET MANAGEMENT LLC	3	1	0.00%	0.04%	0.09%	Q1 2015	Q3 2017	5
Banco de Sabadell, S.A	2	1	0.15%	0.24%	0.34%	Q1 2018	Q3 2020	5
New Harbor Financial Group, LLC	5	5	0.00%	0.00%	0.00%	Q4 2014	Q4 2015	5
CAAS CAPITAL MANAGEMENT LP	2	2	0.00%	0.04%	0.11%	Q1 2021	Q2 2021	5
Bridgefront Capital, LLC	2	1	0.19%	0.31%	0.38%	Q1 2021	Q2 2023	5
STEVENS CAPITAL MANAGEMENT LP	1	1	0.01%	0.03%	0.04%	Q3 2013	Q3 2017	5
Engineers Gate Manager LP	3	2	0.02%	0.02%	0.05%	Q2 2021	Q3 2022	5
WEDBUSH SECURITIES INC	5	5	0.01%	0.01%	0.02%	Q1 2022	Q1 2023	5
Gupta Wealth Management LLC	5	5	0.09%	0.15%	0.24%	Q1 2015	Q1 2016	5
McIlrath & Eck, LLC	5	5	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	5
Taylor Hoffman Wealth Management	5	5	0.00%	0.00%	0.00%	Q4 2018	Q4 2019	5
Cascade Investment Advisors, Inc.	5	5	0.01%	0.01%	0.01%	Q4 2018	Q4 2019	5
Graves Light Lenhart Wealth, Inc.	5	5	0.01%	0.01%	0.01%	Q4 2020	Q4 2021	5
National Pension Service	4	1	0.30%	0.34%	0.44%	Q4 2016	Q1 2020	5
Knott David M Jr	5	5	0.01%	0.01%	0.01%	Q4 2021	Q4 2022	5
Source Financial Advisors LLC	5	5	0.06%	0.07%	0.08%	Q4 2020	Q4 2021	5
Strategic Asset Management, LLC	5	5	0.02%	0.03%	0.03%	Q3 2021	Q3 2022	5
MUFG Securities EMEA plc	3	2	0.87%	2.59%	7.63%	Q2 2022	Q3 2023	5
ADVISOR PARTNERS II, LLC	5	5	0.03%	0.05%	0.06%	Q3 2022	Q3 2023	5
Qube Research & Technologies Ltd	2	1	0.01%	0.05%	0.10%	Q4 2019	Q4 2022	5
Bedel Financial Consulting, Inc.	5	5	0.02%	0.02%	0.02%	Q1 2021	Q1 2022	5
TimeScale Financial, Inc.	5	5	0.00%	0.01%	0.01%	Q2 2019	Q2 2020	5
Harvest Fund Management Co., Ltd	5	5	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	5
Cypress Wealth Advisors LLC	4	1	0.11%	0.13%	0.17%	Q2 2015	Q1 2017	5
Baader Bank Aktiengesellschaft	4	1	0.02%	0.09%	0.13%	Q4 2021	Q3 2023	5
Schechter Investment Advisors, LLC	3	2	0.02%	0.02%	0.03%	Q4 2021	Q2 2023	5
Proquility Private Wealth Partners, LLC	5	5	0.13%	0.25%	0.31%	Q4 2021	Q4 2022	5
CenterStar Asset Management, LLC	2	1	0.01%	0.06%	0.10%	Q4 2020	Q1 2022	5
TRUE Private Wealth Advisors	2	1	0.00%	0.00%	0.01%	Q3 2018	Q4 2020	5
RPg Family Wealth Advisory, LLC	5	5	0.03%	0.05%	0.05%	Q1 2017	Q1 2018	5
Five Oceans Advisors	5	5	0.16%	0.17%	0.20%	Q1 2022	Q1 2023	5
Regal Investment Advisors LLC	4	1	0.04%	0.06%	0.07%	Q3 2015	Q4 2019	5
Mach-1 Financial Group, LLC	4	1	0.00%	0.00%	0.00%	Q2 2021	Q3 2022	5
Lourd Capital, LLC	5	5	0.04%	0.07%	0.12%	Q4 2017	Q4 2018	5
HANSBERGER GLOBAL INVESTORS INC/FL	5	5	0.18%	5.54%	8.17%	Q2 2013	Q2 2014	5
First Allied Asset Management, Inc.	4	1	0.65%	0.82%	0.89%	Q2 2013	Q3 2014	5
Alexandria Capital, LLC	4	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2017	5
JUPITER ASSET MANAGEMENT LTD	4	1	0.04%	0.42%	0.70%	Q4 2020	Q2 2023	5
Strategic Capital Alternatives LLC	5	5	0.26%	0.65%	0.77%	Q3 2014	Q3 2015	5
Veritas Investment Management (UK) Ltd	5	5	0.18%	0.24%	0.43%	Q1 2013	Q1 2014	5
Intercontinental Wealth Advisors, LLC	5	5	0.27%	0.29%	0.32%	Q4 2015	Q4 2016	5
Legg Mason Asset Management (Japan) Co., Ltd.	5	5	0.75%	0.81%	0.86%	Q4 2020	Q4 2021	5
Brookstone Capital Management	5	5	0.02%	0.02%	0.04%	Q4 2020	Q4 2021	5
BURNEY CO/	4	4	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	4
Natixis Investment Managers International	3	1	0.00%	0.01%	0.02%	Q1 2018	Q1 2022	4
FOX RUN MANAGEMENT, L.L.C.	2	1	0.11%	0.14%	0.18%	Q3 2017	Q2 2022	4
SPOT TRADING L.L.C.	2	2	0.01%	0.02%	0.02%	Q2 2017	Q3 2017	4
Cerebellum GP, LLC	2	2	0.01%	0.16%	0.27%	Q1 2018	Q2 2019	4
FEDERATED HERMES, INC.	3	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2015	4
Lee Financial Co	2	2	0.00%	0.00%	0.00%	Q1 2018	Q3 2022	4
MAI Capital Management	4	4	0.01%	0.01%	0.01%	Q1 2021	Q4 2021	4
Orion Portfolio Solutions, LLC	3	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	4
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	4	4	0.00%	0.00%	0.00%	Q3 2018	Q2 2019	4
Householder Group Estate & Retirement Specialist, LLC	3	1	0.00%	0.01%	0.02%	Q3 2022	Q3 2023	4
REILLY FINANCIAL ADVISORS, LLC	4	4	0.00%	0.00%	0.01%	Q1 2014	Q4 2014	4
AIGEN INVESTMENT MANAGEMENT, LP	3	1	0.04%	0.23%	0.69%	Q3 2021	Q3 2023	4
SIGNET FINANCIAL MANAGEMENT, LLC	4	4	0.00%	0.11%	0.16%	Q4 2017	Q3 2018	4
RELIANCE TRUST CO OF DELAWARE	4	4	0.02%	0.03%	0.04%	Q3 2015	Q2 2016	4
BOSTON ADVISORS LLC	4	4	0.02%	0.02%	0.02%	Q3 2017	Q2 2018	4
COHEN & STEERS, INC.	4	4	0.00%	0.00%	0.01%	Q3 2017	Q2 2018	4
New England Capital Financial Advisors LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
NumerixS Investment Technologies Inc	1	1	0.00%	0.04%	0.07%	Q2 2015	Q3 2017	4
Hutchin Hill Capital, LP	4	4	0.51%	0.82%	1.19%	Q4 2014	Q3 2015	4
OneDigital Investment Advisors LLC	4	4	0.02%	0.02%	0.03%	Q3 2019	Q2 2020	4
F&C Asset Management plc	4	4	0.11%	0.12%	0.14%	Q2 2013	Q1 2014	4
ADVANTAGE INVESTMENT MANAGEMENT, LLC	4	4	0.00%	0.00%	0.01%	Q4 2018	Q3 2019	4
Quadrant Capital Management, LLC	4	4	1.21%	1.50%	1.75%	Q2 2014	Q1 2015	4
Bartlett & Co. LLC	2	2	0.00%	0.00%	0.00%	Q3 2013	Q2 2015	4
Equitable Holdings, Inc.	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
ExodusPoint Capital Management, LP	2	1	0.00%	0.01%	0.02%	Q3 2019	Q3 2022	4
HIGHBRIDGE CAPITAL MANAGEMENT LLC	1	1	0.00%	0.02%	0.04%	Q4 2014	Q1 2017	4
Corient Private Wealth LLC	4	4	0.00%	0.01%	0.01%	Q4 2022	Q3 2023	4
Versor Investments LP	2	2	0.01%	0.04%	0.07%	Q3 2017	Q4 2021	4
XTX Topco Ltd	3	1	0.10%	0.17%	0.25%	Q4 2021	Q4 2022	4
NEIRG Wealth Management, LLC	4	4	0.11%	0.32%	0.49%	Q4 2021	Q3 2022	4
Belpointe Asset Management LLC	2	1	0.00%	0.04%	0.13%	Q1 2019	Q1 2023	4
Running Point Capital Advisors, LLC	4	4	0.16%	0.19%	0.23%	Q1 2022	Q4 2022	4
Accel Wealth Management	3	1	0.01%	0.02%	0.04%	Q1 2022	Q1 2023	4
MGO ONE SEVEN LLC	2	1	0.00%	0.01%	0.03%	Q4 2017	Q1 2023	4
PDS Planning, Inc	3	1	0.04%	0.04%	0.04%	Q2 2022	Q3 2023	4
KBC Group NV	2	2	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	4
Convergence Investment Partners, LLC	3	1	0.00%	0.05%	0.08%	Q2 2013	Q1 2018	4
WELD CAPITAL MANAGEMENT LLC	3	1	0.06%	0.11%	0.16%	Q2 2019	Q4 2020	4
Schubert & Co	4	4	0.00%	0.01%	0.01%	Q2 2022	Q1 2023	4
Lombard Odier Transatlantic Ltd	4	4	0.07%	0.09%	0.10%	Q4 2015	Q3 2016	4
ARGI Investment Services, LLC	2	2	0.01%	0.01%	0.02%	Q4 2018	Q4 2019	4
FIRST HAWAIIAN BANK	3	1	0.00%	0.00%	0.00%	Q2 2013	Q1 2019	4
Blueshift Asset Management, LLC	1	1	0.03%	0.06%	0.15%	Q4 2018	Q2 2022	4
WHITENER CAPITAL MANAGEMENT, INC.	3	1	0.00%	0.00%	0.01%	Q1 2018	Q1 2019	4
PenderFund Capital Management Ltd.	4	4	0.00%	0.10%	0.16%	Q1 2018	Q4 2018	4
Capula Management Ltd	2	2	0.13%	0.19%	0.24%	Q4 2020	Q1 2021	4
Essex Financial Services, Inc.	4	4	0.01%	0.04%	0.07%	Q2 2021	Q1 2022	4
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	2	2	0.00%	0.01%	0.02%	Q4 2020	Q3 2023	4
Argentus Capital Management, LLC	4	4	0.30%	0.41%	0.50%	Q3 2014	Q2 2015	4
Quantinno Capital Management LP	4	4	0.04%	0.05%	0.08%	Q4 2022	Q3 2023	4
FSA Wealth Management LLC	3	1	0.01%	0.02%	0.07%	Q4 2019	Q4 2020	4
First Affirmative Financial Network	4	4	0.29%	0.39%	0.45%	Q1 2023	Q4 2023	4
Neuberger Berman Canada ULC	4	4	0.63%	1.24%	1.83%	Q3 2014	Q2 2015	4
Applied Capital LLC/FL	4	4	0.21%	0.23%	0.24%	Q4 2022	Q3 2023	4
First Heartland Consultants, Inc.	2	2	0.01%	0.04%	0.06%	Q3 2021	Q4 2022	4
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	2	1	0.02%	0.04%	0.05%	Q2 2017	Q3 2018	4
Intrua Financial, LLC	4	4	0.09%	0.17%	0.25%	Q2 2022	Q1 2023	4
COWEN INC.	2	2	0.00%	1.08%	3.91%	Q1 2019	Q2 2019	4
TCWP LLC	3	1	0.04%	0.05%	0.06%	Q1 2022	Q1 2023	4
HABERER REGISTERED INVESTMENT ADVISOR INC	4	4	0.03%	0.03%	0.03%	Q2 2014	Q1 2015	4
DecisionPoint Financial, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
SEVEN EIGHT CAPITAL, LP	1	1	0.02%	0.10%	0.23%	Q3 2015	Q1 2023	4
ROTHSCHILD & CO ASSET MANAGEMENT US INC.	3	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2017	4
MARSHALL WACE ASIA Ltd	4	4	0.10%	1.00%	1.48%	Q4 2020	Q3 2021	4
Valeo Financial Advisors, LLC	2	1	0.00%	0.00%	0.00%	Q1 2018	Q2 2020	4
Penserra Capital Management LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
HALL CAPITAL MANAGEMENT CO INC	4	4	0.27%	0.70%	1.11%	Q4 2014	Q3 2015	4
TOWER TRUST Co	4	4	0.25%	0.27%	0.31%	Q2 2013	Q1 2014	4
COMMUNITY BANK SYSTEM, INC.	3	3	0.01%	0.01%	0.01%	Q1 2014	Q3 2014	3
Columbia Asset Management	3	3	0.04%	0.05%	0.06%	Q3 2018	Q1 2019	3
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD	3	3	6.15%	6.35%	6.49%	Q2 2013	Q4 2013	3
OLD DOMINION CAPITAL MANAGEMENT INC	3	3	0.09%	0.09%	0.09%	Q2 2019	Q4 2019	3
Executive Wealth Management, LLC	3	3	0.00%	0.00%	0.00%	Q4 2018	Q2 2019	3
GAM Holding AG	3	3	0.01%	0.01%	0.02%	Q4 2016	Q2 2017	3
VALLEY WEALTH MANAGERS, INC.	3	3	0.00%	0.00%	0.00%	Q3 2022	Q1 2023	3
FIRST FINANCIAL CORP /IN/	3	3	0.01%	0.01%	0.01%	Q1 2015	Q3 2015	3
Sciencast Management LP	2	1	0.11%	0.32%	0.58%	Q4 2017	Q1 2023	3
STEPHENS INC /AR/	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
VERTEX ONE ASSET MANAGEMENT INC.	3	3	0.06%	0.19%	0.30%	Q3 2013	Q1 2014	3
SPECTRUM ADVISORY SERVICES INC	3	3	0.15%	0.33%	0.69%	Q3 2013	Q1 2014	3
Clarius Group, LLC	3	3	0.02%	0.02%	0.02%	Q4 2022	Q2 2023	3
RMB Capital Management, LLC	3	3	0.02%	0.02%	0.02%	Q2 2013	Q4 2013	3
Cipher Capital LP	2	1	0.04%	0.07%	0.10%	Q1 2015	Q4 2018	3
D.A. DAVIDSON & CO.	3	3	0.00%	0.00%	0.00%	Q4 2013	Q2 2014	3
Steinberg Global Asset Management	3	3	0.87%	0.94%	0.98%	Q4 2014	Q2 2015	3
Murchinson Ltd.	2	1	4.36%	37.02%	63.45%	Q2 2022	Q3 2023	3
Jane Street Holding, LLC	3	3	0.02%	0.03%	0.04%	Q2 2013	Q4 2013	3
KESTRA PRIVATE WEALTH SERVICES, LLC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
AGF MANAGEMENT LTD	2	1	0.06%	0.10%	0.13%	Q4 2022	Q3 2023	3
ACCURATE INVESTMENT SOLUTIONS, INC.	3	3	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	3
Coppell Advisory Solutions LLC	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
Banyan Partners, LLC	3	3	0.19%	0.20%	0.21%	Q1 2014	Q3 2014	3
Ethic Inc.	3	3	0.06%	0.08%	0.10%	Q4 2020	Q2 2021	3
Elite Wealth Management, Inc.	3	3	0.00%	0.01%	0.01%	Q4 2013	Q2 2014	3
Prime Capital Investment Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q3 2020	Q1 2021	3
AlphaStar Capital Management, LLC	3	3	0.08%	0.08%	0.09%	Q2 2019	Q4 2019	3
Risk Paradigm Group, LLC	3	3	0.01%	0.02%	0.04%	Q1 2015	Q3 2015	3
HRT FINANCIAL LP	1	1	0.00%	0.03%	0.07%	Q4 2020	Q1 2023	3
SAC Capital Advisors LP	2	1	0.00%	0.01%	0.01%	Q2 2013	Q1 2014	3
SALEM INVESTMENT COUNSELORS INC	3	3	0.00%	0.00%	0.00%	Q2 2021	Q4 2021	3
Westover Capital Advisors, LLC	3	3	0.14%	0.15%	0.16%	Q3 2016	Q1 2017	3
Wealthsimple Inc.	2	1	0.01%	0.01%	0.01%	Q4 2021	Q3 2022	3
Integrated Wealth Concepts LLC	3	3	0.00%	0.00%	0.01%	Q1 2023	Q3 2023	3
Midwest Professional Planners, LTD.	3	3	0.40%	0.43%	0.44%	Q4 2017	Q2 2018	3
Centiva Capital, LP	2	1	0.01%	0.01%	0.02%	Q1 2021	Q2 2022	3
Strategic Capital Group LLC	2	1	0.69%	0.74%	0.78%	Q2 2013	Q2 2014	3
MOTCO	2	1	0.00%	0.00%	0.01%	Q3 2022	Q3 2023	3
Rotella Capital Management, Inc.	1	1	0.18%	0.40%	0.54%	Q2 2014	Q2 2015	3
SeaCrest Wealth Management, LLC	2	1	0.00%	0.00%	0.00%	Q4 2018	Q2 2022	3
FIDUCIARY TRUST CO	2	1	0.00%	0.00%	0.00%	Q2 2017	Q1 2022	3
Kore Private Wealth LLC	3	3	0.00%	0.01%	0.01%	Q4 2019	Q2 2020	3
Lee Financial Group Hawaii, Inc.	3	3	0.22%	0.38%	0.48%	Q1 2023	Q3 2023	3
J. W. Coons Advisors, LLC	2	1	0.06%	0.13%	0.17%	Q2 2022	Q1 2023	3
Blueprint Investment Partners LLC	2	1	0.04%	0.06%	0.09%	Q4 2021	Q1 2023	3
Stanley-Laman Group, Ltd.	3	3	0.14%	0.16%	0.17%	Q1 2017	Q3 2017	3
Advisory Alpha, LLC	2	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2020	3
RAYMOND JAMES TRUST N.A.	2	1	0.02%	0.02%	0.02%	Q2 2014	Q4 2015	3
Hotaling Investment Management, LLC	1	1	0.10%	0.10%	0.11%	Q2 2021	Q2 2022	3
VICTORY CAPITAL MANAGEMENT INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Raab & Moskowitz Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2019	3
Perpetual Ltd	2	1	0.01%	0.04%	0.09%	Q2 2014	Q2 2023	3
Desjardins Global Asset Management Inc.	3	3	0.01%	0.01%	0.01%	Q4 2021	Q2 2022	3
ADVISORS MANAGEMENT GROUP INC /ADV	3	3	0.58%	0.61%	0.62%	Q1 2023	Q3 2023	3
EMFO, LLC	3	3	0.20%	0.21%	0.22%	Q1 2023	Q3 2023	3
Perigon Wealth Management, LLC	3	3	0.00%	0.01%	0.02%	Q3 2016	Q1 2017	3
LBP AM SA	2	1	0.03%	0.05%	0.08%	Q4 2022	Q3 2023	3
Koshinski Asset Management, Inc.	3	3	0.00%	0.00%	0.00%	Q3 2021	Q1 2022	3
Farther Finance Advisors, LLC	3	3	0.00%	0.01%	0.01%	Q1 2023	Q3 2023	3
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	2	1	0.03%	0.05%	0.07%	Q2 2020	Q3 2021	3
qPULA Trading Management LP	3	3	0.44%	1.13%	1.64%	Q2 2021	Q4 2021	3
MARTINGALE ASSET MANAGEMENT L P	3	3	0.08%	0.10%	0.12%	Q2 2013	Q4 2013	3
Capital Investment Advisory Services, LLC	3	3	0.00%	0.00%	0.00%	Q1 2019	Q3 2019	3
K2 PRINCIPAL FUND, L.P.	2	2	2.96%	3.42%	3.96%	Q4 2022	Q1 2023	3
ETRADE Capital Management LLC	3	3	0.04%	0.05%	0.06%	Q2 2014	Q4 2014	3
ARMSTRONG ADVISORY GROUP, INC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Maryland State Retirement & Pension System	3	3	0.04%	0.10%	0.12%	Q1 2023	Q3 2023	3
MONEY CONCEPTS CAPITAL CORP	2	1	0.00%	0.00%	0.00%	Q1 2022	Q4 2022	3
Utah Retirement Systems	3	3	0.09%	0.10%	0.11%	Q1 2023	Q3 2023	3
BlueCrest Capital Management Ltd	2	1	0.01%	0.03%	0.04%	Q3 2017	Q1 2019	3
Ruggaard & Associates LLC	3	3	0.26%	0.29%	0.31%	Q1 2023	Q3 2023	3
Harvest Portfolios Group Inc.	3	3	0.12%	0.12%	0.12%	Q1 2023	Q3 2023	3
Truadvice, LLC	3	3	0.17%	0.25%	0.30%	Q1 2023	Q3 2023	3
Zions Trust, National Association	2	2	0.01%	0.01%	0.01%	Q4 2013	Q1 2014	2
Torch Wealth Management LLC	2	2	0.04%	0.05%	0.05%	Q1 2014	Q2 2014	2
KMS FINANCIAL SERVICES, INC	2	2	0.04%	0.04%	0.04%	Q1 2014	Q2 2014	2
Stokes Family Office, LLC	2	2	0.03%	0.03%	0.03%	Q4 2021	Q1 2022	2
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	2
BANQUE PICTET & CIE SA	1	1	0.01%	0.03%	0.04%	Q4 2021	Q3 2022	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
Crosspoint Capital Strategies, LLC	2	2	0.00%	0.00%	0.00%	Q4 2013	Q1 2014	2
ERTS Wealth Advisors, LLC	2	2	0.04%	0.07%	0.09%	Q4 2018	Q1 2019	2
OPPENHEIMER ASSET MANAGEMENT INC.	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
JONES FINANCIAL COMPANIES LLLP	1	1	0.00%	0.00%	0.00%	Q1 2017	Q4 2022	2
NATIONAL PLANNING CORP	2	2	0.04%	0.04%	0.04%	Q3 2013	Q4 2013	2
Tibra Equities Europe Ltd	1	1	0.09%	0.12%	0.14%	Q1 2019	Q3 2019	2
BLUEFIN CAPITAL MANAGEMENT, LLC	1	1	0.02%	0.04%	0.06%	Q4 2020	Q4 2022	2
Ada Investment Management, LP	2	2	0.10%	0.15%	0.20%	Q3 2015	Q4 2015	2
HORIZON KINETICS ASSET MANAGEMENT LLC	2	2	0.01%	0.01%	0.02%	Q3 2020	Q4 2020	2
Anson Funds Management LP	1	1	0.17%	1.29%	2.41%	Q3 2017	Q3 2021	2
WealthStone, Inc.	2	2	0.00%	0.07%	0.14%	Q1 2019	Q2 2019	2
1919 Investment Counsel, LLC	2	2	0.00%	0.00%	0.01%	Q2 2014	Q3 2014	2
Laurion Capital Management LP	2	2	0.01%	0.01%	0.01%	Q2 2019	Q3 2019	2
TrinityPoint Wealth, LLC	2	2	0.04%	0.04%	0.04%	Q4 2021	Q1 2022	2
Antonetti Capital Management LLC	2	2	0.00%	0.00%	0.00%	Q1 2014	Q2 2014	2
OPSEU Pension Plan Trust Fund	2	2	0.11%	0.12%	0.14%	Q2 2022	Q3 2022	2
Point72 Asset Management, L.P.	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	2
SIMON QUICK ADVISORS, LLC	2	2	0.00%	0.00%	0.01%	Q1 2021	Q2 2021	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.00%	0.00%	0.01%	Q4 2021	Q1 2022	2
COMMONS CAPITAL, LLC	2	2	0.12%	0.18%	0.24%	Q4 2021	Q1 2022	2
SMITH, MOORE & CO.	2	2	0.09%	0.10%	0.10%	Q1 2016	Q2 2016	2
Cairn Investment Group, Inc.	2	2	0.31%	0.32%	0.32%	Q4 2019	Q1 2020	2
BOKF, NA	1	1	0.00%	0.01%	0.01%	Q2 2013	Q3 2023	2
NewEdge Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
Pearl River Capital, LLC	1	1	0.07%	0.10%	0.14%	Q3 2022	Q3 2023	2
MIRABELLA FINANCIAL SERVICES LLP	1	1	0.04%	0.05%	0.06%	Q3 2020	Q3 2023	2
Handelsbanken Fonder AB	2	2	0.02%	0.05%	0.08%	Q4 2015	Q1 2016	2
Global X Management CO LLC	2	2	0.00%	0.00%	0.00%	Q1 2017	Q2 2017	2
FinTrust Capital Advisors, LLC	2	2	0.00%	0.01%	0.01%	Q4 2018	Q1 2019	2
Capital Bank & Trust Co	1	1	0.00%	0.00%	0.00%	Q3 2018	Q2 2019	2
Teza Capital Management LLC	1	1	0.13%	0.16%	0.18%	Q1 2018	Q1 2019	2
WEBSTER BANK, N. A.	2	2	0.00%	0.02%	0.04%	Q4 2017	Q1 2018	2
Eagle Bay Advisors LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Fortitude Advisory Group L.L.C.	2	2	0.09%	0.09%	0.10%	Q4 2021	Q1 2022	2
TUDOR INVESTMENT CORP ET AL	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
WealthTrust Fairport, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	2
CLEAR STREET LLC	1	1	0.39%	4.88%	9.37%	Q1 2022	Q2 2023	2
Aevitas Wealth Management, Inc.	2	2	0.02%	0.02%	0.02%	Q4 2017	Q1 2018	2
Acrospire Investment Management LLC	2	2	0.00%	0.02%	0.04%	Q3 2016	Q4 2016	2
MARATHON ASSET MANAGEMENT LLP	2	2	0.38%	0.43%	0.48%	Q1 2021	Q2 2021	2
Allred Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	2
Freestone Capital Holdings, LLC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
Genus Capital Management Inc.	2	2	0.13%	0.14%	0.14%	Q2 2023	Q3 2023	2
Old West Investment Management, LLC	2	2	1.08%	1.31%	1.54%	Q2 2015	Q3 2015	2
CIBC WORLD MARKETS CORP	1	1	0.18%	0.23%	0.29%	Q2 2019	Q3 2021	2
MML INVESTORS SERVICES, LLC	2	2	0.01%	0.01%	0.01%	Q1 2017	Q2 2017	2
LAKE STREET PRIVATE WEALTH, LLC	2	2	0.05%	0.05%	0.05%	Q1 2022	Q2 2022	2
WRIGHT INVESTORS SERVICE INC	2	2	0.85%	0.85%	0.85%	Q2 2013	Q3 2013	2
BlackRock Institutional Trust Company, N.A.	1	1	0.00%	0.00%	0.00%	Q1 2014	Q4 2016	2
Petrus Trust Company, LTA	2	2	0.04%	0.06%	0.07%	Q3 2022	Q4 2022	2
Inscription Capital, LLC	2	2	0.10%	0.12%	0.13%	Q4 2018	Q1 2019	2
Avantax Planning Partners, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	2
BAIRD ROBERT W & CO INC /WI/	2	2	0.01%	0.01%	0.01%	Q4 2014	Q1 2015	2
NORTHERN TRUST CO OF CONNECTICUT	2	2	0.06%	0.06%	0.07%	Q2 2013	Q3 2013	2
Argent Trust Co	2	2	0.12%	0.12%	0.12%	Q3 2017	Q4 2017	2
Brandywine Global Investment Management, LLC	2	2	0.00%	0.00%	0.00%	Q4 2016	Q1 2017	2
Bluefin Trading, LLC	1	1	0.00%	0.01%	0.02%	Q1 2016	Q1 2016	2
Gyon Technologies Capital Management, LP	1	1	0.00%	0.03%	0.06%	Q2 2022	Q4 2022	2
MENORA MIVTACHIM HOLDINGS LTD.	2	2	0.00%	0.00%	0.00%	Q2 2013	Q3 2013	2
Titus Wealth Management	2	2	0.10%	0.10%	0.10%	Q4 2021	Q1 2022	2
RS INVESTMENT MANAGEMENT CO LLC	2	2	0.00%	0.00%	0.01%	Q1 2016	Q2 2016	2
MIDAS MANAGEMENT CORP	2	2	0.62%	0.65%	0.68%	Q1 2016	Q2 2016	2
Emerald Acquisition Ltd.	2	2	0.26%	0.29%	0.33%	Q2 2016	Q3 2016	2
Ameritas Investment Company, LLC	1	1	0.00%	0.00%	0.01%	Q4 2018	Q1 2021	2
Private Ocean, LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Covea Finance	2	2	0.28%	0.28%	0.28%	Q3 2022	Q4 2022	2
Black Swift Group, LLC	2	2	0.00%	0.01%	0.01%	Q3 2018	Q4 2018	2
BSW Wealth Partners	2	2	0.06%	0.07%	0.08%	Q1 2021	Q2 2021	2
DIXON HUBARD FEINOUR & BROWN INC/VA	2	2	0.07%	0.07%	0.07%	Q4 2017	Q1 2018	2
Stratos Wealth Partners, LTD.	2	2	0.00%	0.00%	0.00%	Q4 2017	Q1 2018	2
GREENLEAF TRUST	2	2	0.01%	0.01%	0.01%	Q4 2016	Q1 2017	2
B. Riley Wealth Advisors, Inc.	1	1	0.00%	0.00%	0.01%	Q4 2014	Q2 2023	2
Scotia Asset Management L.P.	2	2	3.78%	3.98%	4.18%	Q2 2013	Q3 2013	2
Disciplined Investments, LLC	2	2	0.00%	0.00%	0.00%	Q1 2022	Q2 2022	2
Edgestream Partners, L.P.	2	2	0.03%	0.15%	0.27%	Q4 2021	Q1 2022	2
NewGen Asset Management Ltd	1	1	2.67%	5.51%	8.34%	Q3 2022	Q1 2023	2
ROPES WEALTH ADVISORS LLC	2	2	0.01%	0.01%	0.01%	Q2 2017	Q3 2017	2
AJO, LP	2	2	0.00%	0.00%	0.00%	Q3 2016	Q4 2016	2
MQS Management LLC	1	1	0.32%	0.33%	0.34%	Q3 2022	Q3 2023	2
New Hampshire Trust	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
Alera Investment Advisors, LLC	2	2	0.01%	0.01%	0.01%	Q4 2018	Q1 2019	2
New England Investment & Retirement Group, Inc.	2	2	0.06%	0.06%	0.07%	Q2 2021	Q3 2021	2
INTEGRAL DERIVATIVES, LLC	1	1	0.01%	0.01%	0.01%	Q1 2015	Q4 2016	2
Grove Bank & Trust	2	2	0.00%	0.00%	0.00%	Q4 2015	Q1 2016	2
UniSuper Management Pty Ltd	2	2	0.10%	0.10%	0.10%	Q2 2023	Q3 2023	2
Arabesque Asset Management Ltd	1	1	0.73%	0.73%	0.73%	Q4 2022	Q4 2022	1
RENAISSANCE GROUP LLC	1	1	0.46%	0.46%	0.46%	Q2 2013	Q2 2013	1
LEUTHOLD GROUP, LLC	1	1	0.03%	0.03%	0.03%	Q4 2022	Q4 2022	1
Eudaimonia Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Ifrah Financial Services, Inc.	1	1	0.09%	0.09%	0.09%	Q4 2013	Q4 2013	1
Legacy Wealth Asset Management, LLC	1	1	0.17%	0.17%	0.17%	Q3 2022	Q3 2022	1
RGT Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
ASSOCIATED BANC-CORP	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
SYON CAPITAL LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Mystic Asset Management, Inc.	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
LONDON CO OF VIRGINIA	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
AXQ CAPITAL, LP	1	1	0.29%	0.29%	0.29%	Q3 2023	Q3 2023	1
Enlightenment Research, LLC	1	1	0.15%	0.15%	0.15%	Q4 2018	Q4 2018	1
CALTON & ASSOCIATES, INC.	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
SCHAFER CULLEN CAPITAL MANAGEMENT INC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
Hansberger Growth Investors, LP	1	1	3.65%	3.65%	3.65%	Q4 2014	Q4 2014	1
Brown Shipley& Co Ltd	1	1	0.16%	0.16%	0.16%	Q2 2023	Q2 2023	1
Tortoise Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Freedom Investment Management, Inc.	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
Smith Affiliated Capital Corp.	1	1	0.04%	0.04%	0.04%	Q1 2013	Q1 2013	1
Karp Capital Management Corp	1	1	0.29%	0.29%	0.29%	Q1 2017	Q1 2017	1
Riggs Asset Managment Co. Inc.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Measured Wealth Private Client Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
CITIZENS FINANCIAL GROUP INC/RI	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Liberty Mutual Group Asset Management Inc.	1	1	0.03%	0.03%	0.03%	Q1 2018	Q1 2018	1
COWEN AND COMPANY, LLC	1	1	0.53%	0.53%	0.53%	Q4 2021	Q4 2021	1
Delta Lloyd Asset Management N.V.	1	1	0.28%	0.28%	0.28%	Q2 2017	Q2 2017	1
Progressive Investment Management Corp	1	1	1.67%	1.67%	1.67%	Q2 2015	Q2 2015	1
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Tradition Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2021	1
S.A. Mason LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
ARROW FINANCIAL CORP	1	1	0.01%	0.01%	0.01%	Q3 2014	Q3 2014	1
Princeton Alpha Management LP	1	1	0.08%	0.08%	0.08%	Q1 2015	Q1 2015	1
Barnett & Company, Inc.	1	1	0.04%	0.04%	0.04%	Q3 2020	Q3 2020	1
Guidance Point Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Tradeworx Inc.	1	1	0.13%	0.13%	0.13%	Q3 2013	Q3 2013	1
Chicago Partners Investment Group LLC	1	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2017	1
Man Investments Ltd	1	1	0.07%	0.07%	0.07%	Q1 2014	Q1 2014	1
FormulaFolio Investments, LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Cable Hill Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
HC FINANCIAL ADVISORS INC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Graticule Asia Macro Advisors LLC	1	1	0.26%	0.26%	0.26%	Q4 2015	Q4 2015	1
D'Orazio & Associates, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Prestige Wealth Management Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
Kernodle & Katon Asset Management Group, LLC	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
Clark Capital Management Group, Inc.	1	1	0.47%	0.47%	0.47%	Q1 2018	Q1 2018	1
State of Wyoming	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
LionEye Capital Management LLC	1	1	0.89%	0.89%	0.89%	Q2 2013	Q2 2013	1
VIRGINIA RETIREMENT SYSTEM	1	1	0.37%	0.37%	0.37%	Q1 2016	Q1 2016	1
OLD MISSION CAPITAL LLC	1	1	0.02%	0.02%	0.02%	Q1 2017	Q1 2017	1
OXFORD ASSET MANAGEMENT LLP	1	1	0.03%	0.03%	0.03%	Q3 2017	Q3 2017	1
PAYDEN & RYGEL	1	1	0.01%	0.01%	0.01%	Q4 2015	Q4 2015	1
PRENTISS SMITH & CO INC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
SANDERS MORRIS HARRIS LLC	1	1	0.15%	0.15%	0.15%	Q1 2016	Q1 2016	1
Ergoteles LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
WealthPlan Investment Management, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
ALPS ADVISORS INC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
NBC SECURITIES, INC.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
American Research & Management Co.	1	1	0.01%	0.01%	0.01%	Q4 2013	Q4 2013	1
Pictet Asset Management Holding SA	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
QCM Cayman, Ltd.	1	1	0.05%	0.05%	0.05%	Q1 2014	Q1 2014	1
WINTON GROUP Ltd	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Cedar Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2016	Q1 2016	1
KOCH INDUSTRIES INC	1	1	0.12%	0.12%	0.12%	Q3 2017	Q3 2017	1
Stonebridge Capital Advisors LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
B. Riley Wealth Management, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2014	Q2 2014	1
Williams Jones Wealth Management, LLC.	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
HABER TRILIX ADVISORS, LP	1	1	4.87%	4.87%	4.87%	Q2 2013	Q2 2013	1
SUMIT CAPITAL, LLC	1	1	0.79%	0.79%	0.79%	Q3 2014	Q3 2014	1
DUALITY ADVISERS, LP	1	1	0.56%	0.56%	0.56%	Q4 2022	Q4 2022	1
ALGERT GLOBAL LLC	1	1	0.02%	0.02%	0.02%	Q2 2022	Q2 2022	1
Baystate Wealth Management LLC	1	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2017	1
Doyle Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2019	Q2 2019	1
CoreCap Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
KANALY TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
Clearview Wealth Advisors LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Tidal Investments LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
TIAA CREF INVESTMENT MANAGEMENT LLC	1	1	0.07%	0.07%	0.07%	Q4 2015	Q4 2015	1
Register Financial Advisors LLC	1	1	0.04%	0.04%	0.04%	Q4 2022	Q4 2022	1
SPROTT INC.	1	1	3.56%	3.56%	3.56%	Q4 2020	Q4 2020	1
MISSION WEALTH MANAGEMENT, LP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Tower View Wealth Management LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Delpha Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Opus Capital Group, LLC	1	1	0.02%	0.02%	0.02%	Q2 2013	Q2 2013	1
Elequin Capital, LP	1	1	0.40%	0.40%	0.40%	Q2 2023	Q2 2023	1
DUBUQUE BANK & TRUST CO	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	1	1	0.07%	0.07%	0.07%	Q1 2015	Q1 2015	1
Aveo Capital Partners, LLC	1	1	0.06%	0.06%	0.06%	Q4 2016	Q4 2016	1
Quadrature Capital LLP	1	1	1.42%	1.42%	1.42%	Q4 2014	Q4 2014	1
One Wealth Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
EdgeRock Capital LLC	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
WEALTHCARE CAPITAL MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Apollo Management Holdings, L.P.	1	1	0.09%	0.09%	0.09%	Q1 2016	Q1 2016	1
Arden Trust Co	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Mutual Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
ELM ADVISORS, LLC	1	1	0.01%	0.01%	0.01%	Q3 2018	Q3 2018	1
Windsor Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q3 2015	Q3 2015	1
OPTIMUM INVESTMENT ADVISORS	1	1	0.01%	0.01%	0.01%	Q2 2014	Q2 2014	1
JNBA Financial Advisors	1	1	0.03%	0.03%	0.03%	Q3 2016	Q3 2016	1
Financial Gravity Companies, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Legacy Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
SPRING CREEK CAPITAL LLC	1	1	0.03%	0.03%	0.03%	Q2 2018	Q2 2018	1
CARDEROCK CAPITAL MANAGEMENT INC	1	1	0.00%	0.00%	0.00%	Q1 2014	Q1 2014	1
Astrantus Ltd	1	1	0.43%	0.43%	0.43%	Q1 2022	Q1 2022	1
Field & Main Bank	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
WealthTrust-Arizona, LLC	1	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2014	1
Mitsubishi UFJ Securities Holdings Co., Ltd.	1	1	4.02%	4.02%	4.02%	Q3 2020	Q3 2020	1
REGENTATLANTIC CAPITAL LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
WADE G W & INC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Procyon Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
WEALTHFRONT Corp	1	1	0.00%	0.00%	0.00%	Q3 2014	Q3 2014	1
CWA Asset Management Group, LLC	1	1	0.34%	0.34%	0.34%	Q4 2015	Q4 2015	1
Altus Wealth Group LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
HBC Financial Services, PLLC	1	1	0.02%	0.02%	0.02%	Q1 2023	Q1 2023	1
Lucia Wealth Services, LLC	1	1	0.15%	0.15%	0.15%	Q2 2018	Q2 2018	1
Wagner Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Summit Trail Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Independent Portfolio Consultants, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Crewe Advisors LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
GENWORTH FINANCIAL INC	1	1	0.16%	0.16%	0.16%	Q2 2013	Q2 2013	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.01%	0.01%	0.01%	Q3 2022	Q3 2022	1
Rossmore Private Capital	1	1	0.01%	0.01%	0.01%	Q4 2017	Q4 2017	1
Krilogy Financial LLC	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
TFG Advisers LLC	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
EHP Funds Inc.	1	1	0.04%	0.04%	0.04%	Q1 2022	Q1 2022	1
Pointe Capital Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
EAGLE ASSET MANAGEMENT INC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
Meridian Wealth Partners, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
MAPLE SECURITIES USA INC	1	1	0.04%	0.04%	0.04%	Q2 2013	Q2 2013	1
CVA Family Office, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
ARS Investment Partners, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
Stanford Investment Group, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
THOMPSON DAVIS & CO., INC.	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
True Wealth Design, LLC	1	1	0.26%	0.26%	0.26%	Q3 2023	Q3 2023	1
SYMPHONY ASSET MANAGEMENT LLC	1	1	0.04%	0.04%	0.04%	Q3 2015	Q3 2015	1
JEPPSON WEALTH MANAGEMENT, LLC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Accurate Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
Syverson Strege & Co	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
MBB PUBLIC MARKETS I LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
ZWEIG ADVISERS LLC	1	1	1.21%	1.21%	1.21%	Q2 2016	Q2 2016	1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
FNY Partners Fund LP	1	1	0.01%	0.01%	0.01%	Q1 2017	Q1 2017	1
IMA Wealth, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2018	Q2 2018	1
PARSONS CAPITAL MANAGEMENT INC/RI	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
TIVERTON ASSET MANAGEMENT LLC	1	1	0.18%	0.18%	0.18%	Q4 2016	Q4 2016	1
Golden State Equity Partners	1	1	0.15%	0.15%	0.15%	Q1 2021	Q1 2021	1
BEESE FULMER INVESTMENT MANAGEMENT, INC.	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Redwood Investment Management, LLC	1	1	0.11%	0.11%	0.11%	Q4 2017	Q4 2017	1
CREATIVE FINANCIAL DESIGNS INC /ADV	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
Mizuho Trust & Banking Co., Ltd.	1	1	0.10%	0.10%	0.10%	Q4 2014	Q4 2014	1
Red Door Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q2 2021	Q2 2021	1
Atria Investments, Inc	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
KING LUTHER CAPITAL MANAGEMENT CORP	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
GIRARD PARTNERS LTD.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Moloney Securities Asset Management, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
MAVERICK CAPITAL LTD	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Ninepoint Partners LP	1	1	0.14%	0.14%	0.14%	Q1 2018	Q1 2018	1
Ledyard National Bank	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
LINCOLN NATIONAL CORP	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Coppell Advisory Solutions Corp.	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
BOENNING & SCATTERGOOD, INC.	1	1	0.05%	0.05%	0.05%	Q4 2019	Q4 2019	1
Altium Wealth Management LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Retirement Planning Co of New England, Inc.	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
STATE STREET CORP	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
JOHNSON INVESTMENT COUNSEL INC	1	1	0.01%	0.01%	0.01%	Q2 2013	Q2 2013	1
INTEGRATED WEALTH COUNSEL, LLC	1	1	0.02%	0.02%	0.02%	Q4 2016	Q4 2016	1
Dynamic Advisor Solutions LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
MD Financial Management Inc.	1	1	0.36%	0.36%	0.36%	Q1 2021	Q1 2021	1
IBEX WEALTH ADVISORS	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
THOMAS WHITE INTERNATIONAL LTD	1	1	0.58%	0.58%	0.58%	Q2 2013	Q2 2013	1
Cordant, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1

External links

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

This page lists all the filers that currently own BANK N S HALIFAX or have owned BANK N S HALIFAX in the past.