• IRM shareholders
• Shareholder history
• Insiders ^BETA
• Filings

Current and past IRON MTN INC NEW shareholders

	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	92
Citadel Advisors	32	2	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	88
BARCLAYS PLC	35	35	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	87
Cutler Group LLC / CA	32	32	0.00%	0.00%	0.08%	Q4 2015	Q3 2023	87
CITIGROUP INC	35	35	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	85
Walleye Trading LLC	35	35	0.00%	0.01%	0.11%	Q1 2015	Q3 2023	79
WOLVERINE TRADING, LLC	19	1	0.00%	0.00%	0.02%	Q2 2016	Q3 2023	72
GOLDMAN SACHS GROUP INC	35	35	0.00%	0.02%	0.11%	Q1 2015	Q3 2023	71
Parallax Volatility Advisers, L.P.	12	1	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	63
HSBC HOLDINGS PLC	35	35	0.00%	0.01%	0.04%	Q1 2015	Q3 2023	57
UBS Group AG	35	35	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	54
CAPSTONE INVESTMENT ADVISORS, LLC	21	21	0.00%	0.01%	0.04%	Q3 2018	Q3 2023	54
D. E. Shaw & Co., Inc.	12	7	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	52
WELLS FARGO & COMPANY/MN	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	52
BANK OF AMERICA CORP /DE/	35	35	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	50
TWO SIGMA INVESTMENTS, LP	16	1	0.00%	0.01%	0.20%	Q4 2015	Q1 2023	50
CAPITAL FUND MANAGEMENT S.A.	21	1	0.00%	0.01%	0.04%	Q1 2015	Q1 2023	48
PEAK6 Investments LLC	18	2	0.00%	0.02%	0.10%	Q3 2018	Q3 2023	44
JANE STREET GROUP, LLC	19	1	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	44
ROYAL BANK OF CANADA	35	35	0.00%	0.00%	0.02%	Q1 2015	Q3 2023	39
DEUTSCHE BANK AG\	35	35	0.00%	0.04%	0.18%	Q1 2015	Q3 2023	38
MILLENNIUM MANAGEMENT LLC	15	1	0.00%	0.01%	0.06%	Q4 2015	Q3 2023	37
NISA INVESTMENT ADVISORS, LLC	36	36	0.02%	0.04%	0.07%	Q4 2014	Q3 2023	36
TORONTO DOMINION BANK	35	35	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	36
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	36	36	0.02%	0.03%	0.10%	Q4 2014	Q3 2023	36
Moors & Cabot, Inc.	35	35	0.00%	0.12%	0.31%	Q1 2015	Q3 2023	36
BLAIR WILLIAM & CO/IL	36	36	0.03%	0.11%	0.33%	Q4 2014	Q3 2023	36
RHUMBLINE ADVISERS	36	36	0.02%	0.03%	0.05%	Q4 2014	Q3 2023	36
WOODSTOCK CORP	36	36	0.05%	0.30%	0.61%	Q1 2015	Q4 2023	36
BANK OF MONTREAL /CAN/	32	2	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	36
Legal & General Group Plc	35	35	0.02%	0.03%	0.05%	Q1 2015	Q3 2023	35
Sumitomo Mitsui DS Asset Management Company, Ltd	35	35	0.02%	0.04%	0.07%	Q1 2015	Q3 2023	35
RAYMOND JAMES TRUST N.A.	35	35	0.01%	0.05%	0.12%	Q1 2015	Q3 2023	35
BlackRock Inc.	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	35	35	0.03%	0.04%	0.06%	Q1 2015	Q3 2023	35
Mitsubishi UFJ Trust & Banking Corp	35	35	0.02%	0.03%	0.08%	Q1 2015	Q3 2023	35
STRS OHIO	35	35	0.01%	0.05%	0.09%	Q1 2015	Q3 2023	35
BNP PARIBAS FINANCIAL MARKETS	35	35	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	35
FMR LLC	35	35	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	35
SEI INVESTMENTS CO	35	35	0.00%	0.01%	0.04%	Q1 2015	Q3 2023	35
PRICE T ROWE ASSOCIATES INC /MD/	35	35	0.00%	0.02%	0.11%	Q1 2015	Q3 2023	35
Rafferty Asset Management, LLC	35	35	0.00%	0.03%	0.08%	Q1 2015	Q3 2023	35
WHITTIER TRUST CO	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	35
Louisiana State Employees Retirement System	35	35	0.02%	0.02%	0.03%	Q1 2015	Q3 2023	35
Squarepoint Ops LLC	9	1	0.00%	0.02%	0.09%	Q4 2015	Q3 2023	35
ADAGE CAPITAL PARTNERS GP, L.L.C.	35	35	0.01%	0.03%	0.04%	Q1 2015	Q3 2023	35
Neuberger Berman Group LLC	35	35	0.00%	0.02%	0.08%	Q1 2015	Q3 2023	35
GREAT WEST LIFE ASSURANCE CO /CAN/	35	35	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	35
CREDIT SUISSE AG/	35	35	0.01%	0.01%	0.03%	Q1 2015	Q3 2023	35
State of Alaska, Department of Revenue	35	35	0.03%	0.18%	0.59%	Q1 2015	Q3 2023	35
MANUFACTURERS LIFE INSURANCE COMPANY, THE	35	35	0.01%	0.01%	0.02%	Q1 2015	Q3 2023	35
MACQUARIE GROUP LTD	35	35	0.00%	0.00%	0.05%	Q1 2015	Q3 2023	35
Nuveen Asset Management, LLC	35	35	0.00%	0.04%	0.31%	Q1 2015	Q3 2023	35
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	35	35	0.01%	0.01%	0.02%	Q1 2015	Q3 2023	35
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	35	35	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	35
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
SECURIAN ASSET MANAGEMENT, INC	35	35	0.02%	0.03%	0.08%	Q1 2015	Q3 2023	35
VANGUARD GROUP INC	35	35	0.04%	0.06%	0.09%	Q1 2015	Q3 2023	35
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	35	35	0.03%	0.05%	0.06%	Q1 2015	Q3 2023	35
D.A. DAVIDSON & CO.	35	35	0.01%	0.04%	0.10%	Q1 2015	Q3 2023	35
Invesco Ltd.	35	35	0.01%	0.04%	0.07%	Q1 2015	Q3 2023	35
FIRST MANHATTAN CO. LLC.	35	35	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	35
Retirement Systems of Alabama	35	35	0.01%	0.03%	0.07%	Q1 2015	Q3 2023	35
ALLIANCEBERNSTEIN L.P.	35	35	0.01%	0.01%	0.02%	Q1 2015	Q3 2023	35
Utah Retirement Systems	35	35	0.02%	0.05%	0.08%	Q1 2015	Q3 2023	35
NATIXIS ADVISORS, L.P.	35	35	0.01%	0.02%	0.03%	Q1 2015	Q3 2023	35
Bank of New York Mellon Corp	35	35	0.02%	0.03%	0.07%	Q1 2015	Q3 2023	35
PANAGORA ASSET MANAGEMENT INC	33	2	0.00%	0.01%	0.04%	Q4 2014	Q3 2023	35
AMERICAN INTERNATIONAL GROUP, INC.	35	35	0.01%	0.02%	0.03%	Q1 2015	Q3 2023	35
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	35	35	0.02%	0.03%	0.05%	Q1 2015	Q3 2023	35
Epoch Investment Partners, Inc.	35	35	0.50%	0.77%	1.21%	Q1 2015	Q3 2023	35
STATE STREET CORP	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
Marble Harbor Investment Counsel, LLC	35	35	2.06%	2.72%	3.60%	Q1 2015	Q3 2023	35
Swiss National Bank	35	35	0.02%	0.03%	0.05%	Q1 2015	Q3 2023	35
GUGGENHEIM CAPITAL LLC	35	35	0.04%	0.08%	0.15%	Q1 2015	Q3 2023	35
WESTPAC BANKING CORP	35	35	0.00%	0.03%	0.28%	Q1 2015	Q3 2023	35
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	35	35	0.02%	0.03%	0.05%	Q1 2015	Q3 2023	35
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	35	35	0.01%	0.03%	0.09%	Q1 2015	Q3 2023	35
Zurcher Kantonalbank (Zurich Cantonalbank)	35	35	0.02%	0.07%	0.14%	Q1 2015	Q3 2023	35
MORGAN STANLEY	35	35	0.01%	0.03%	0.04%	Q1 2015	Q3 2023	35
Sumitomo Mitsui Trust Holdings, Inc.	35	35	0.03%	0.04%	0.07%	Q1 2015	Q3 2023	35
AVIVA PLC	35	35	0.02%	0.03%	0.10%	Q1 2015	Q3 2023	35
UNITED CAPITAL FINANCIAL ADVISORS, LLC	35	35	0.02%	0.05%	0.11%	Q1 2015	Q3 2023	35
FIFTH THIRD BANCORP	35	35	0.00%	0.01%	0.04%	Q1 2015	Q3 2023	35
US BANCORP \DE\	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	35
METROPOLITAN LIFE INSURANCE CO/NY	35	35	0.02%	0.04%	0.07%	Q1 2015	Q3 2023	35
Capital World Investors	35	35	0.16%	0.24%	0.30%	Q1 2015	Q3 2023	35
HARTFORD INVESTMENT MANAGEMENT CO	35	35	0.03%	0.04%	0.06%	Q1 2015	Q3 2023	35
BENJAMIN F. EDWARDS & COMPANY, INC.	35	35	0.00%	0.02%	0.05%	Q1 2015	Q3 2023	35
TEXAS PERMANENT SCHOOL FUND CORP	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
TD ASSET MANAGEMENT INC	35	35	0.01%	0.03%	0.05%	Q1 2015	Q3 2023	35
Advisors Asset Management, Inc.	35	35	0.00%	0.04%	0.09%	Q1 2015	Q3 2023	35
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	35	35	0.01%	0.01%	0.03%	Q1 2015	Q3 2023	35
JPMORGAN CHASE & CO	35	35	0.00%	0.02%	0.05%	Q1 2015	Q3 2023	35
PRINCIPAL FINANCIAL GROUP INC	35	35	0.01%	0.01%	0.02%	Q1 2015	Q3 2023	35
Asset Management One Co., Ltd.	35	35	0.07%	0.14%	0.32%	Q1 2015	Q3 2023	35
AQR Capital Management	35	35	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	35
CANADA PENSION PLAN INVESTMENT BOARD	35	35	0.00%	0.02%	0.08%	Q1 2015	Q3 2023	35
UBS ASSET MANAGEMENT AMERICAS INC	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
JANUS HENDERSON GROUP PLC	35	35	0.00%	0.10%	0.74%	Q1 2015	Q3 2023	35
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
NEW YORK STATE COMMON RETIREMENT FUND	35	35	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	35
PRUDENTIAL FINANCIAL INC	35	35	0.01%	0.02%	0.12%	Q1 2015	Q3 2023	35
State of Tennessee, Treasury Department	35	35	0.00%	0.03%	0.15%	Q1 2015	Q3 2023	35
CIBC Asset Management Inc	35	35	0.00%	0.01%	0.01%	Q1 2015	Q3 2023	35
AMALGAMATED BANK	35	35	0.03%	0.06%	0.10%	Q1 2015	Q3 2023	35
M&T BANK CORP	35	35	0.01%	0.01%	0.03%	Q1 2015	Q3 2023	35
VOYA INVESTMENT MANAGEMENT LLC	35	35	0.01%	0.02%	0.06%	Q1 2015	Q3 2023	35
FIDUCIARY TRUST CO	35	35	0.01%	0.03%	0.04%	Q1 2015	Q3 2023	35
Mitsubishi UFJ Asset Management Co., Ltd.	35	35	0.04%	0.06%	0.08%	Q1 2015	Q3 2023	35
WELCH & FORBES LLC	35	35	0.41%	0.86%	1.52%	Q1 2015	Q3 2023	35
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	35	35	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	35
DIMENSIONAL FUND ADVISORS LP	35	35	0.02%	0.06%	0.08%	Q1 2015	Q3 2023	35
CENTRAL TRUST Co	35	35	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	35
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	35	35	0.01%	0.03%	0.08%	Q1 2015	Q3 2023	35
TRUST CO OF VIRGINIA /VA	35	35	0.32%	0.79%	1.13%	Q1 2015	Q3 2023	35
FIRST TRUST ADVISORS LP	35	35	0.00%	0.01%	0.04%	Q1 2015	Q3 2023	35
VICTORY CAPITAL MANAGEMENT INC	32	3	0.00%	0.03%	0.35%	Q4 2014	Q3 2023	35
PNC FINANCIAL SERVICES GROUP, INC.	35	35	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	35
RAYMOND JAMES & ASSOCIATES	35	35	0.01%	0.12%	0.30%	Q1 2015	Q3 2023	35
HighTower Advisors, LLC	35	35	0.00%	0.02%	0.08%	Q1 2015	Q3 2023	35
NORTHERN TRUST CORP	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
AMERIPRISE FINANCIAL INC	35	35	0.00%	0.01%	0.06%	Q1 2015	Q3 2023	35
PUBLIC SECTOR PENSION INVESTMENT BOARD	35	35	0.00%	0.03%	0.13%	Q1 2015	Q3 2023	35
STATE OF MICHIGAN RETIREMENT SYSTEM	35	35	0.01%	0.02%	0.03%	Q1 2015	Q3 2023	35
Daiwa Securities Group Inc.	35	35	0.00%	0.14%	1.22%	Q1 2015	Q3 2023	35
Chevy Chase Trust Holdings, LLC	35	35	0.02%	0.03%	0.04%	Q1 2015	Q3 2023	35
Livforsakringsbolaget Skandia, Omsesidigt	35	35	0.00%	0.05%	1.18%	Q1 2015	Q3 2023	35
ProShare Advisors LLC	35	35	0.01%	0.03%	0.06%	Q1 2015	Q3 2023	35
Kentucky Retirement Systems	35	35	0.03%	0.04%	0.05%	Q1 2015	Q3 2023	35
LPL Financial LLC	35	35	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	35
NOMURA ASSET MANAGEMENT CO LTD	35	35	0.06%	0.09%	0.13%	Q1 2015	Q3 2023	35
STIFEL FINANCIAL CORP	30	4	0.01%	0.06%	0.20%	Q1 2015	Q3 2023	34
KBC Group NV	32	2	0.00%	0.01%	0.07%	Q1 2015	Q3 2023	34
Raymond James Financial Services Advisors, Inc.	22	10	0.00%	0.01%	0.03%	Q3 2015	Q3 2023	34
SG Americas Securities, LLC	18	16	0.00%	0.04%	0.26%	Q1 2015	Q3 2023	34
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	29	5	0.01%	0.01%	0.02%	Q1 2015	Q3 2023	34
Gilman Hill Asset Management, LLC	34	34	1.45%	1.94%	2.52%	Q2 2015	Q3 2023	34
Twin Tree Management, LP	16	1	0.00%	0.01%	0.09%	Q1 2015	Q1 2022	34
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	34	34	0.02%	0.04%	0.07%	Q2 2015	Q3 2023	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	28	6	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	34
J.P. Morgan Private Wealth Advisors LLC	33	1	0.01%	0.05%	0.11%	Q1 2015	Q3 2023	34
SHELL ASSET MANAGEMENT CO	32	2	0.01%	0.03%	0.12%	Q1 2015	Q3 2023	34
Janney Montgomery Scott LLC	29	5	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	34
GEODE CAPITAL MANAGEMENT, LLC	34	34	0.02%	0.04%	0.05%	Q2 2015	Q3 2023	34
Advisory Services Network, LLC	27	7	0.00%	0.03%	0.11%	Q1 2015	Q3 2023	34
DnB Asset Management AS	32	2	0.01%	0.01%	0.02%	Q1 2015	Q4 2023	34
Smithfield Trust Co	24	9	0.00%	0.01%	0.06%	Q1 2015	Q3 2023	33
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	15	7	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	33
QUADRANT CAPITAL GROUP LLC	20	13	0.00%	0.01%	0.01%	Q2 2015	Q3 2023	33
PEAK6 Group LLC	14	14	0.00%	0.01%	0.04%	Q1 2015	Q2 2018	33
Texas Yale Capital Corp.	33	33	0.01%	0.04%	0.12%	Q3 2015	Q3 2023	33
Andra AP-fonden	15	6	0.02%	0.11%	0.29%	Q1 2015	Q3 2023	33
BNP Paribas Asset Management Holding S.A.	27	6	0.00%	0.03%	0.15%	Q1 2015	Q3 2023	33
Paloma Partners Management Co	10	1	0.00%	0.02%	0.08%	Q2 2016	Q2 2023	33
Arizona State Retirement System	33	33	0.02%	0.03%	0.04%	Q3 2015	Q3 2023	33
ENVESTNET ASSET MANAGEMENT INC	20	13	0.00%	0.01%	0.02%	Q2 2015	Q3 2023	33
WOLVERINE ASSET MANAGEMENT LLC	18	4	0.00%	0.02%	0.11%	Q1 2015	Q3 2023	32
FRANKLIN RESOURCES INC	16	3	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	32
PROFUND ADVISORS LLC	20	12	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	32
OPPENHEIMER & CO INC	31	1	0.01%	0.02%	0.13%	Q1 2015	Q3 2023	32
THRIVENT FINANCIAL FOR LUTHERANS	32	32	0.00%	0.01%	0.02%	Q4 2015	Q3 2023	32
Essex Financial Services, Inc.	19	13	0.05%	0.07%	0.11%	Q2 2015	Q3 2023	32
Pacer Advisors, Inc.	32	32	0.01%	0.27%	0.97%	Q4 2015	Q3 2023	32
STATE OF WISCONSIN INVESTMENT BOARD	16	1	0.00%	0.02%	0.04%	Q1 2015	Q3 2023	32
Allianz Asset Management GmbH	32	32	0.00%	0.01%	0.07%	Q4 2015	Q3 2023	32
AXA S.A.	29	1	0.00%	0.04%	0.09%	Q2 2015	Q3 2023	32
NORGES BANK	32	32	0.02%	0.03%	0.04%	Q1 2015	Q4 2022	32
Skandinaviska Enskilda Banken AB (publ)	32	32	0.00%	0.02%	0.07%	Q4 2015	Q3 2023	32
MOODY NATIONAL BANK TRUST DIVISION	31	31	0.03%	0.11%	0.20%	Q1 2016	Q3 2023	31
IFP Advisors, Inc	17	14	0.00%	0.01%	0.04%	Q4 2015	Q3 2023	31
Norinchukin Bank, The	30	1	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	31
Creative Planning	17	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	31
BESSEMER GROUP INC	26	5	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	31
Sutton Wealth Advisors Inc.	31	31	0.00%	0.01%	0.10%	Q1 2016	Q3 2023	31
BANK OF NOVA SCOTIA	30	30	0.00%	0.01%	0.06%	Q2 2016	Q3 2023	31
Parkside Financial Bank & Trust	31	31	0.00%	0.01%	0.04%	Q1 2016	Q3 2023	31
DekaBank Deutsche Girozentrale	16	6	0.00%	0.03%	0.15%	Q1 2015	Q3 2023	31
Geneos Wealth Management Inc.	31	31	0.00%	0.01%	0.04%	Q1 2016	Q3 2023	31
Vigilant Capital Management, LLC	31	31	0.01%	0.01%	0.02%	Q4 2015	Q2 2023	31
COMERICA BANK	31	31	0.01%	0.02%	0.14%	Q2 2015	Q4 2022	31
Pensionfund Sabic	30	30	0.14%	0.35%	0.56%	Q3 2016	Q4 2023	30
Trust Investment Advisors	30	30	0.58%	1.02%	1.86%	Q2 2016	Q3 2023	30
Snowden Capital Advisors LLC	22	8	0.21%	0.32%	0.45%	Q1 2016	Q3 2023	30
INGALLS & SNYDER LLC	30	30	0.05%	0.11%	0.21%	Q2 2016	Q3 2023	30
Pensionfund DSM Netherlands	30	30	0.15%	0.85%	2.43%	Q3 2016	Q4 2023	30
Versant Capital Management, Inc	30	30	0.00%	0.00%	0.00%	Q3 2016	Q4 2023	30
GLENMEDE TRUST CO NA	19	11	0.00%	0.00%	0.00%	Q1 2016	Q3 2023	30
HUNTINGTON NATIONAL BANK	19	11	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	30
Tower Research Capital LLC (TRC)	22	3	0.00%	0.02%	0.05%	Q4 2015	Q3 2023	30
PARAMETRIC PORTFOLIO ASSOCIATES LLC	29	29	0.01%	0.02%	0.04%	Q1 2015	Q1 2022	29
State of New Jersey Common Pension Fund D	17	5	0.00%	0.02%	0.03%	Q2 2015	Q3 2023	29
BROWN BROTHERS HARRIMAN & CO	13	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	29
MASSMUTUAL TRUST CO FSB/ADV	25	1	0.00%	0.00%	0.01%	Q1 2015	Q4 2023	29
FORSTA AP-FONDEN	28	28	0.01%	0.06%	0.10%	Q4 2016	Q3 2023	28
E&G Advisors, LP	21	7	0.07%	0.14%	0.26%	Q4 2015	Q3 2023	28
Russell Investments Group, Ltd.	28	28	0.00%	0.02%	0.15%	Q4 2016	Q3 2023	28
Private Advisor Group, LLC	27	1	0.01%	0.02%	0.04%	Q1 2015	Q3 2023	28
CIBC WORLD MARKETS CORP	28	28	0.01%	0.05%	0.34%	Q4 2016	Q3 2023	28
Royal Fund Management, LLC	28	28	0.02%	0.07%	0.14%	Q4 2016	Q3 2023	28
Dai-ichi Life Insurance Company, Ltd	28	28	0.00%	0.02%	0.19%	Q4 2016	Q3 2023	28
Parallel Advisors, LLC	28	28	0.00%	0.00%	0.01%	Q4 2016	Q3 2023	28
Ameritas Investment Partners, Inc.	27	1	0.01%	0.01%	0.01%	Q3 2016	Q3 2023	28
GRIFFIN ASSET MANAGEMENT, INC.	21	2	0.04%	0.11%	0.21%	Q1 2015	Q3 2023	27
FIRST FINANCIAL CORP /IN/	27	27	0.01%	0.04%	0.06%	Q1 2017	Q3 2023	27
WASHINGTON TRUST BANK	22	5	0.00%	0.03%	0.08%	Q2 2015	Q1 2022	27
AMP Capital Investors Ltd	27	27	0.01%	0.02%	0.02%	Q1 2015	Q3 2021	27
Robeco Institutional Asset Management B.V.	25	2	0.00%	0.01%	0.03%	Q2 2016	Q3 2023	27
Global Retirement Partners, LLC	20	7	0.02%	0.03%	0.06%	Q4 2016	Q3 2023	27
Kentucky Retirement Systems Insurance Trust Fund	13	1	0.03%	0.04%	0.05%	Q1 2015	Q3 2023	27
SCHRODER INVESTMENT MANAGEMENT GROUP	26	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	27
IFM Investors Pty Ltd	27	27	0.03%	0.04%	0.06%	Q1 2017	Q3 2023	27
World Asset Management Inc	27	27	0.02%	0.04%	0.05%	Q1 2015	Q3 2021	27
Cambridge Investment Research Advisors, Inc.	27	27	0.00%	0.02%	0.04%	Q1 2017	Q3 2023	27
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	26	26	0.00%	0.00%	0.01%	Q4 2014	Q1 2021	26
PICTET ASSET MANAGEMENT LTD	26	26	0.01%	0.08%	0.18%	Q1 2015	Q2 2021	26
TEACHER RETIREMENT SYSTEM OF TEXAS	14	1	0.00%	0.02%	0.06%	Q1 2015	Q3 2023	26
MML INVESTORS SERVICES, LLC	26	26	0.01%	0.02%	0.03%	Q2 2017	Q3 2023	26
DUPONT CAPITAL MANAGEMENT CORP	26	26	0.01%	0.04%	0.12%	Q1 2017	Q2 2023	26
AMERICAN NATIONAL INSURANCE CO	26	26	0.25%	0.38%	0.50%	Q4 2015	Q1 2022	26
WHITTIER TRUST CO OF NEVADA INC	26	26	0.00%	0.00%	0.00%	Q2 2017	Q3 2023	26
Capital Investment Advisory Services, LLC	26	26	0.09%	0.16%	0.22%	Q2 2017	Q3 2023	26
Fernwood Investment Management, LLC	26	26	0.37%	1.39%	2.58%	Q4 2014	Q1 2021	26
American National Registered Investment Advisor, Inc.	26	26	0.17%	0.30%	0.47%	Q4 2015	Q1 2022	26
FEDERATED HERMES, INC.	9	1	0.00%	0.00%	0.00%	Q1 2015	Q3 2023	26
ADELL HARRIMAN & CARPENTER INC	26	26	0.08%	0.86%	2.01%	Q2 2017	Q3 2023	26
MEEDER ASSET MANAGEMENT INC	12	1	0.00%	0.06%	0.31%	Q1 2015	Q4 2022	26
Simplicity Solutions, LLC	18	1	0.00%	0.06%	0.25%	Q2 2016	Q3 2023	26
Estabrook Capital Management	26	26	0.00%	0.06%	0.12%	Q2 2017	Q3 2023	26
Cubist Systematic Strategies, LLC	16	1	0.00%	0.05%	0.21%	Q1 2015	Q3 2023	26
Crossmark Global Holdings, Inc.	25	1	0.01%	0.11%	0.35%	Q3 2016	Q3 2023	26
TDAM USA INC.	19	7	0.01%	0.28%	0.66%	Q2 2015	Q4 2021	26
TWO SIGMA SECURITIES, LLC	4	1	0.00%	0.01%	0.04%	Q2 2017	Q3 2023	26
CIBC WORLD MARKET INC.	26	26	0.00%	0.01%	0.01%	Q2 2017	Q3 2023	26
Korea Investment CORP	22	4	0.01%	0.03%	0.06%	Q1 2015	Q3 2023	26
River Road Asset Management, LLC	26	26	0.17%	1.68%	2.63%	Q4 2014	Q1 2021	26
Cetera Advisors LLC	24	1	0.02%	0.07%	0.15%	Q1 2015	Q3 2023	25
EVERENCE CAPITAL MANAGEMENT INC	21	4	0.02%	0.10%	0.18%	Q4 2016	Q3 2023	25
HM PAYSON & CO	18	7	0.00%	0.01%	0.03%	Q1 2015	Q3 2023	25
LOOMIS SAYLES & CO L P	16	1	0.00%	0.00%	0.01%	Q3 2015	Q3 2023	25
EARNEST PARTNERS LLC	24	1	0.00%	0.00%	0.00%	Q4 2016	Q3 2023	25
FARMERS & MERCHANTS INVESTMENTS INC	25	25	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	25
NATIXIS	21	1	0.00%	0.04%	0.30%	Q2 2016	Q3 2023	25
Sigma Planning Corp	25	25	0.02%	0.04%	0.08%	Q3 2017	Q3 2023	25
abrdn plc	25	25	0.01%	0.02%	0.04%	Q3 2017	Q3 2023	25
APG Asset Management N.V.	17	8	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	25
AMUNDI ASSET MANAGEMENT US, INC.	25	25	0.01%	0.01%	0.08%	Q1 2015	Q1 2021	25
Penserra Capital Management LLC	17	8	0.00%	0.01%	0.08%	Q4 2015	Q3 2023	25
TRUST CO OF VERMONT	13	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	24
QS Investors, LLC	23	1	0.00%	0.02%	0.11%	Q1 2015	Q2 2021	24
LS Investment Advisors, LLC	24	24	0.01%	0.02%	0.03%	Q1 2015	Q4 2020	24
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV	24	24	0.02%	0.05%	0.11%	Q4 2017	Q3 2023	24
ASSETMARK, INC	16	2	0.00%	0.00%	0.00%	Q2 2015	Q3 2023	24
PRINCETON CAPITAL MANAGEMENT LLC	24	24	0.16%	0.23%	0.36%	Q4 2017	Q3 2023	24
Mutual Advisors, LLC	24	24	0.04%	0.25%	0.55%	Q4 2017	Q3 2023	24
UNITED SERVICES AUTOMOBILE ASSOCIATION	21	3	0.01%	0.06%	0.14%	Q1 2015	Q4 2022	24
CIBC Private Wealth Group, LLC	13	11	0.00%	0.04%	0.18%	Q3 2017	Q3 2023	24
TUDOR INVESTMENT CORP ET AL	4	1	0.00%	0.03%	0.19%	Q4 2017	Q3 2023	24
Winslow, Evans & Crocker, Inc.	24	24	0.00%	0.00%	0.01%	Q1 2015	Q4 2020	24
COMMONWEALTH EQUITY SERVICES, LLC	24	24	0.01%	0.02%	0.03%	Q4 2017	Q3 2023	24
TWO SIGMA ADVISERS, LP	13	11	0.00%	0.02%	0.05%	Q3 2015	Q3 2021	24
Glassman Wealth Services	19	1	0.00%	0.00%	0.01%	Q3 2016	Q3 2023	24
MASON STREET ADVISORS, LLC	24	24	0.02%	0.03%	0.04%	Q1 2015	Q4 2020	24
MetLife Investment Management, LLC	24	24	0.02%	0.03%	0.04%	Q4 2017	Q3 2023	24
BP PLC	9	7	0.02%	0.11%	0.41%	Q1 2015	Q2 2021	24
FOSTER & MOTLEY INC	24	24	0.05%	0.21%	0.59%	Q4 2017	Q3 2023	24
SIGNATUREFD, LLC	23	1	0.00%	0.00%	0.01%	Q3 2016	Q3 2023	24
Tarbox Family Office, Inc.	24	24	0.00%	0.00%	0.00%	Q1 2015	Q4 2020	24
WELLINGTON MANAGEMENT GROUP LLP	21	2	0.00%	0.00%	0.04%	Q3 2015	Q3 2023	23
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC	23	23	0.00%	0.00%	0.00%	Q1 2018	Q3 2023	23
SCHOONER CAPITAL CORP	23	23	95.36%	99.31%	100.00%	Q1 2015	Q3 2020	23
SHEETS SMITH WEALTH MANAGEMENT	23	23	0.04%	0.05%	0.07%	Q1 2018	Q3 2023	23
Cetera Advisor Networks LLC	23	23	0.01%	0.04%	0.06%	Q1 2018	Q3 2023	23
Silvant Capital Management LLC	23	23	0.00%	0.00%	0.02%	Q1 2018	Q3 2023	23
Bramshill Investments, LLC	13	1	0.02%	0.23%	0.70%	Q2 2017	Q3 2023	23
STOCK YARDS BANK & TRUST CO	23	23	0.02%	0.03%	0.07%	Q1 2018	Q3 2023	23
GABLES CAPITAL MANAGEMENT INC.	23	23	0.69%	0.85%	1.01%	Q1 2018	Q3 2023	23
BECK MACK & OLIVER LLC	23	23	0.01%	0.02%	0.02%	Q4 2014	Q2 2020	23
Rockefeller Capital Management L.P.	23	23	0.15%	0.23%	0.33%	Q1 2018	Q3 2023	23
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA	23	23	0.23%	0.48%	0.98%	Q1 2015	Q3 2020	23
CLEAR STREET MARKETS LLC	9	1	0.00%	0.02%	0.06%	Q1 2015	Q3 2023	23
Treasurer of the State of North Carolina	23	23	0.02%	0.03%	0.04%	Q1 2018	Q3 2023	23
ATWOOD & PALMER INC	23	23	0.00%	0.03%	0.04%	Q1 2018	Q3 2023	23
PLIMOTH TRUST CO LLC	23	23	0.09%	0.13%	0.20%	Q1 2018	Q3 2023	23
LAZARD ASSET MANAGEMENT LLC	16	1	0.00%	0.00%	0.04%	Q1 2015	Q3 2023	23
Pegasus Asset Management, Inc.	23	23	0.19%	0.25%	0.32%	Q1 2018	Q3 2023	23
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	13	2	0.05%	0.18%	0.30%	Q1 2017	Q3 2023	23
Chicago Capital, LLC	23	23	0.13%	0.82%	2.21%	Q1 2018	Q3 2023	23
Achmea Investment Management B.V.	10	4	0.02%	0.05%	0.14%	Q1 2017	Q3 2023	23
WealthTrust Axiom LLC	23	23	0.80%	2.49%	3.25%	Q1 2018	Q3 2023	23
Gradient Investments LLC	10	2	0.00%	0.00%	0.00%	Q1 2015	Q1 2023	22
SENTRY INVESTMENT MANAGEMENT LLC	10	1	0.00%	0.02%	0.05%	Q1 2015	Q3 2023	22
ENTERPRISE FINANCIAL SERVICES CORP	19	3	0.00%	0.01%	0.02%	Q1 2015	Q2 2021	22
American Trust Investment Advisors, LLC	22	22	1.59%	2.36%	2.96%	Q2 2018	Q3 2023	22
ATLAS CAPITAL ADVISORS LLC	12	10	0.01%	0.04%	0.08%	Q1 2018	Q3 2023	22
PARNASSUS INVESTMENTS, LLC	22	22	0.59%	1.87%	3.08%	Q4 2014	Q1 2020	22
WEST PACES ADVISORS INC.	21	1	0.00%	0.02%	0.04%	Q4 2016	Q2 2022	22
Keeley-Teton Advisors, LLC	22	22	0.08%	0.34%	0.61%	Q1 2017	Q2 2022	22
Mirae Asset Global Investments Co., Ltd.	14	1	0.00%	0.07%	0.14%	Q3 2016	Q3 2023	21
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	21	21	0.01%	0.03%	0.05%	Q3 2018	Q3 2023	21
CIGNA INVESTMENTS INC /NEW	13	8	0.02%	0.03%	0.03%	Q4 2016	Q1 2022	21
NORDEA INVESTMENT MANAGEMENT AB	21	21	0.00%	0.03%	0.10%	Q3 2018	Q3 2023	21
BAR HARBOR WEALTH MANAGEMENT	10	3	0.02%	0.04%	0.07%	Q2 2016	Q1 2022	21
NN Investment Partners Holdings N.V.	13	8	0.00%	0.01%	0.06%	Q1 2016	Q1 2022	21
Baystate Wealth Management LLC	19	2	0.00%	0.00%	0.00%	Q1 2017	Q3 2023	21
WASHINGTON TRUST Co	20	1	0.01%	0.01%	0.02%	Q2 2018	Q3 2023	21
Brookstone Capital Management	20	1	0.00%	0.18%	0.43%	Q2 2015	Q3 2023	21
Truvestments Capital LLC	19	2	0.01%	1.41%	2.18%	Q2 2018	Q3 2023	21
Baird Financial Group, Inc.	12	9	0.00%	0.01%	0.02%	Q2 2018	Q3 2023	21
Steward Partners Investment Advisory, LLC	18	3	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	21
ALPS ADVISORS INC	20	1	0.00%	0.01%	0.02%	Q1 2018	Q2 2023	21
Migdal Insurance & Financial Holdings Ltd.	21	21	0.00%	0.00%	0.01%	Q4 2016	Q4 2021	21
THOMPSON SIEGEL & WALMSLEY LLC	21	21	0.00%	0.36%	1.01%	Q1 2015	Q1 2020	21
SUMITOMO LIFE INSURANCE CO	21	21	0.02%	0.10%	0.19%	Q2 2017	Q2 2022	21
BerganKDV Wealth Management, LLC	21	21	0.00%	0.00%	0.00%	Q2 2018	Q2 2023	21
Capital International Investors	20	20	0.03%	0.43%	0.77%	Q1 2015	Q4 2019	20
TOTH FINANCIAL ADVISORY CORP	18	2	0.00%	0.03%	0.08%	Q4 2017	Q3 2023	20
Redpoint Investment Management Pty Ltd	20	20	0.03%	0.06%	0.12%	Q4 2017	Q3 2022	20
LOS ANGELES CAPITAL MANAGEMENT LLC	9	1	0.00%	0.02%	0.21%	Q1 2015	Q4 2022	20
GUARDIAN LIFE INSURANCE CO OF AMERICA	20	20	0.00%	0.00%	0.01%	Q1 2015	Q4 2019	20
HAP Trading, LLC	10	1	0.00%	0.00%	0.02%	Q4 2017	Q2 2023	20
Municipal Employees' Retirement System of Michigan	14	6	0.00%	0.02%	0.06%	Q1 2015	Q1 2020	20
Lindbrook Capital, LLC	20	20	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	20
KINGS POINT CAPITAL MANAGEMENT	20	20	0.01%	0.16%	0.64%	Q2 2017	Q1 2022	20
ROMAN BUTLER FULLERTON & CO	20	20	0.21%	0.45%	0.54%	Q4 2018	Q3 2023	20
Focused Wealth Management, Inc	20	20	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	20
LADENBURG THALMANN FINANCIAL SERVICES INC.	20	20	0.01%	0.04%	0.11%	Q1 2015	Q4 2019	20
Wealthfront Advisers LLC	20	20	0.01%	0.01%	0.02%	Q4 2018	Q3 2023	20
Covington Capital Management	13	7	0.00%	0.00%	0.00%	Q3 2017	Q3 2022	20
American Portfolios Advisors	20	20	0.00%	0.01%	0.01%	Q4 2017	Q3 2022	20
Zions Bancorporation, N.A.	20	20	0.00%	0.00%	0.02%	Q4 2018	Q3 2023	20
Avalon Investment & Advisory	11	9	0.11%	0.38%	0.51%	Q3 2017	Q1 2023	20
North Star Investment Management Corp.	17	3	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	20
WEBSTER BANK, N. A.	16	4	0.00%	0.03%	0.18%	Q1 2017	Q3 2023	20
Azimuth Capital Management LLC	20	20	0.12%	0.16%	0.27%	Q2 2017	Q1 2022	20
ROYAL LONDON ASSET MANAGEMENT LTD	20	20	0.02%	0.02%	0.04%	Q4 2018	Q3 2023	20
Investors Research Corp	19	19	0.00%	0.08%	0.15%	Q1 2019	Q3 2023	19
KCM INVESTMENT ADVISORS LLC	16	1	0.01%	0.04%	0.07%	Q4 2017	Q3 2023	19
Bach Option Ltd	3	1	0.10%	0.25%	0.38%	Q3 2016	Q3 2019	19
B. Riley Wealth Advisors, Inc.	19	19	0.03%	0.06%	0.14%	Q1 2019	Q3 2023	19
Concorde Asset Management, LLC	17	2	0.19%	0.50%	1.12%	Q2 2016	Q2 2021	19
Cipher Capital LP	6	2	0.02%	0.21%	0.59%	Q3 2016	Q2 2023	19
OAKBROOK INVESTMENTS LLC	19	19	0.02%	0.03%	0.05%	Q2 2015	Q4 2019	19
CWM, LLC	10	1	0.00%	0.00%	0.00%	Q3 2017	Q3 2023	19
Measured Wealth Private Client Group, LLC	18	1	0.02%	0.45%	0.74%	Q3 2018	Q3 2023	19
NORTHEAST INVESTMENT MANAGEMENT	16	3	0.02%	0.02%	0.03%	Q1 2015	Q4 2019	19
SALEM INVESTMENT COUNSELORS INC	18	1	0.00%	0.18%	0.30%	Q1 2017	Q3 2023	19
AGF Investments LLC	19	19	0.00%	0.03%	0.10%	Q4 2017	Q2 2022	19
RIVERHEAD CAPITAL MANAGEMENT LLC	19	19	0.02%	0.03%	0.05%	Q1 2015	Q3 2019	19
Gotham Asset Management, LLC	10	1	0.00%	0.03%	0.07%	Q4 2015	Q3 2023	19
Kinneret Advisory, LLC	19	19	0.08%	0.13%	0.18%	Q1 2019	Q3 2023	19
Caption Management, LLC	5	2	0.01%	0.15%	0.42%	Q3 2019	Q2 2023	19
Private Capital Group, LLC	19	19	0.00%	0.01%	0.08%	Q4 2017	Q2 2022	19
Candriam S.C.A.	17	1	0.00%	0.02%	0.14%	Q1 2015	Q3 2023	19
COHEN & STEERS, INC.	8	5	0.00%	0.35%	1.13%	Q1 2018	Q3 2023	19
ONTARIO TEACHERS PENSION PLAN BOARD	12	3	0.01%	0.02%	0.06%	Q1 2015	Q3 2021	19
Monument Capital Management	17	1	0.04%	0.39%	0.59%	Q3 2018	Q3 2023	18
DUMONT & BLAKE INVESTMENT ADVISORS LLC	18	18	0.30%	0.43%	0.62%	Q2 2019	Q3 2023	18
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	18	18	0.15%	0.22%	0.57%	Q2 2019	Q3 2023	18
MACKENZIE FINANCIAL CORP	11	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	18
GATEWAY INVESTMENT ADVISERS LLC	18	18	0.00%	0.00%	0.01%	Q1 2015	Q2 2019	18
Lavaca Capital LLC	18	18	0.08%	0.50%	1.56%	Q4 2018	Q1 2023	18
SUN LIFE FINANCIAL INC	18	18	0.02%	0.23%	0.58%	Q4 2016	Q1 2021	18
Wealthcare Advisory Partners LLC	13	5	0.00%	0.02%	0.04%	Q1 2019	Q3 2023	18
Westside Investment Management, Inc.	9	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2023	18
COMMONWEALTH BANK OF AUSTRALIA	18	18	0.00%	0.01%	0.01%	Q1 2015	Q2 2019	18
CAPITAL GUARDIAN TRUST CO	18	18	0.01%	0.45%	1.06%	Q1 2015	Q2 2019	18
CAPITAL INTERNATIONAL LTD /CA/	18	18	0.02%	0.15%	0.29%	Q1 2015	Q2 2019	18
CORRADO ADVISORS, LLC	18	18	0.21%	0.50%	1.21%	Q2 2019	Q3 2023	18
BENJAMIN EDWARDS INC	18	18	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	18
SeaCrest Wealth Management, LLC	12	6	0.01%	0.03%	0.06%	Q4 2017	Q3 2023	18
Jefferies Group LLC	5	1	0.00%	0.01%	0.03%	Q1 2015	Q4 2021	18
National Pension Service	9	4	0.00%	0.02%	0.05%	Q4 2016	Q3 2023	18
First Horizon Advisors, Inc.	17	1	0.00%	0.00%	0.01%	Q4 2014	Q3 2023	18
WEDBUSH SECURITIES INC	18	18	0.01%	0.02%	0.04%	Q2 2019	Q3 2023	18
Atlantic Union Bankshares Corp	18	18	0.03%	0.06%	0.11%	Q2 2019	Q3 2023	18
Capital International Sarl	18	18	0.04%	0.08%	0.18%	Q1 2015	Q2 2019	18
Employees Retirement System of Texas	18	18	0.00%	0.02%	0.06%	Q1 2015	Q2 2019	18
UNITED BANK	18	18	1.77%	2.09%	2.55%	Q2 2019	Q3 2023	18
CREDIT AGRICOLE S A	11	1	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	18
AE Wealth Management LLC	18	18	0.01%	0.03%	0.11%	Q2 2019	Q3 2023	18
Avior Wealth Management, LLC	18	18	0.00%	0.00%	0.02%	Q2 2019	Q3 2023	18
PARK NATIONAL CORP /OH/	12	2	0.01%	0.02%	0.02%	Q1 2015	Q4 2023	18
PATHSTONE FAMILY OFFICE, LLC	13	5	0.00%	0.01%	0.02%	Q3 2018	Q3 2023	18
AMERICAN CENTURY COMPANIES INC	13	1	0.00%	0.02%	0.05%	Q2 2016	Q3 2023	18
COMMERZBANK AKTIENGESELLSCHAFT /FI	11	1	0.00%	0.03%	0.16%	Q1 2015	Q2 2023	18
Patriot Financial Group Insurance Agency, LLC	18	18	0.02%	0.07%	0.30%	Q1 2018	Q2 2022	18
RFG Advisory, LLC	17	17	0.04%	0.11%	0.20%	Q3 2019	Q3 2023	17
ING GROEP NV	7	1	0.00%	0.04%	0.16%	Q1 2015	Q3 2023	17
Sound Income Strategies, LLC	14	1	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	17
ORLEANS CAPITAL MANAGEMENT CORP/LA	17	17	0.48%	1.07%	1.50%	Q4 2014	Q4 2018	17
TEACHERS ADVISORS, LLC	17	17	0.01%	0.03%	0.05%	Q1 2015	Q1 2019	17
Clean Yield Group	10	7	0.03%	0.06%	0.08%	Q2 2019	Q3 2023	17
Aperio Group, LLC	9	8	0.01%	0.02%	0.02%	Q2 2016	Q4 2020	17
Ranch Capital Advisors Inc.	17	17	0.47%	1.03%	1.79%	Q3 2019	Q3 2023	17
Cornerstone Advisors, Inc.	14	3	0.00%	0.01%	0.05%	Q1 2015	Q2 2019	17
AMG Funds LLC	17	17	1.32%	1.92%	2.81%	Q3 2016	Q3 2020	17
Portland Global Advisors LLC	17	17	0.10%	0.32%	0.50%	Q1 2015	Q1 2019	17
AVANTAX ADVISORY SERVICES, INC.	17	17	0.01%	0.05%	0.09%	Q3 2019	Q3 2023	17
RB Capital Management, LLC	17	17	0.25%	0.56%	0.82%	Q3 2019	Q3 2023	17
FLAGSHIP HARBOR ADVISORS, LLC	11	6	0.00%	0.02%	0.03%	Q2 2019	Q3 2023	17
Vectors Research Management, LLC	17	17	0.38%	0.68%	0.94%	Q3 2019	Q3 2023	17
MACKAY SHIELDS LLC	17	17	0.01%	0.02%	0.05%	Q1 2018	Q1 2022	17
Sawyer & Company, Inc	17	17	0.02%	0.04%	0.07%	Q3 2019	Q3 2023	17
Baker Ellis Asset Management LLC	17	17	0.38%	0.71%	1.09%	Q1 2019	Q1 2023	17
TIAA CREF INVESTMENT MANAGEMENT LLC	17	17	0.02%	0.02%	0.03%	Q1 2015	Q1 2019	17
Richard P Slaughter Associates Inc	17	17	0.41%	0.46%	0.57%	Q4 2019	Q4 2023	17
STEVENS CAPITAL MANAGEMENT LP	7	1	0.01%	0.13%	0.34%	Q1 2015	Q1 2023	17
Schooner Foundation	17	17	96.40%	99.48%	100.00%	Q3 2014	Q3 2018	17
CADENCE CAPITAL MANAGEMENT LLC	17	17	0.02%	0.04%	0.12%	Q1 2015	Q1 2019	17
Archer Investment Corp	17	17	0.18%	0.22%	0.25%	Q3 2019	Q3 2023	17
Capital International, Inc./CA/	13	3	0.00%	0.02%	0.04%	Q1 2015	Q2 2023	16
Columbia Asset Management	6	1	0.04%	0.16%	0.30%	Q1 2018	Q3 2023	16
BREWIN DOLPHIN LTD	16	16	0.00%	0.00%	0.01%	Q3 2018	Q2 2022	16
AdvisorNet Financial, Inc	9	7	0.00%	0.01%	0.04%	Q4 2017	Q3 2023	16
Ancora Advisors LLC	14	1	0.00%	0.03%	0.04%	Q4 2016	Q3 2023	16
BANK OF THE WEST	16	16	0.02%	0.07%	0.12%	Q1 2019	Q4 2022	16
SVB WEALTH LLC	12	4	0.00%	0.02%	0.03%	Q2 2016	Q3 2023	16
Sculati Wealth Management, LLC	16	16	0.19%	0.67%	1.06%	Q4 2019	Q3 2023	16
IBM Retirement Fund	8	1	0.02%	0.03%	0.05%	Q1 2015	Q1 2022	16
Sapience Investments, LLC	16	16	0.08%	0.33%	0.50%	Q4 2016	Q3 2020	16
Amica Retiree Medical Trust	10	6	0.02%	0.03%	0.06%	Q2 2015	Q4 2019	16
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	5	2	0.01%	0.51%	2.38%	Q2 2017	Q4 2022	16
Kistler-Tiffany Companies, LLC	9	7	0.00%	0.02%	0.27%	Q3 2018	Q2 2023	16
TCW GROUP INC	8	8	0.00%	0.04%	0.22%	Q1 2015	Q2 2022	16
Verition Fund Management LLC	4	1	0.00%	0.02%	0.07%	Q2 2015	Q3 2023	16
TRUE Private Wealth Advisors	16	16	0.00%	0.22%	0.60%	Q4 2019	Q3 2023	16
TRUIST FINANCIAL CORP	16	16	0.01%	0.01%	0.01%	Q4 2019	Q3 2023	16
Carmichael Hill & Associates, Inc.	16	16	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	16
TRUSTCORE FINANCIAL SERVICES, LLC	15	1	0.00%	0.01%	0.02%	Q2 2018	Q4 2022	16
Banque Cantonale Vaudoise	16	16	0.02%	0.04%	0.09%	Q4 2019	Q3 2023	16
Hudock, Inc.	16	16	0.00%	0.00%	0.00%	Q4 2018	Q3 2022	16
FCA CORP /TX	8	8	0.07%	0.10%	0.14%	Q1 2018	Q2 2022	16
Madison Asset Management, LLC	16	16	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	16
SeaBridge Investment Advisors LLC	16	16	0.25%	0.67%	0.91%	Q4 2019	Q3 2023	16
Teamwork Financial Advisors, LLC	16	16	0.07%	0.26%	0.98%	Q4 2019	Q3 2023	16
TCI Wealth Advisors, Inc.	11	2	0.00%	0.00%	0.01%	Q4 2018	Q1 2023	16
OPPENHEIMER ASSET MANAGEMENT INC.	13	3	0.00%	0.01%	0.02%	Q1 2017	Q3 2023	16
Virtu Financial LLC	3	1	0.01%	0.05%	0.14%	Q4 2015	Q3 2023	16
Carroll Financial Associates, Inc.	16	16	0.00%	0.02%	0.14%	Q1 2018	Q4 2021	16
Edgestream Partners, L.P.	9	1	0.03%	0.29%	1.36%	Q1 2018	Q3 2023	16
CONFLUENCE INVESTMENT MANAGEMENT LLC	16	16	1.21%	1.59%	1.77%	Q1 2015	Q4 2018	16
HONEYWELL INTERNATIONAL INC	16	16	0.02%	0.18%	0.82%	Q3 2015	Q2 2019	16
AMICA MUTUAL INSURANCE CO	10	6	0.02%	0.03%	0.06%	Q2 2015	Q4 2019	16
Prestige Wealth Management Group LLC	15	1	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	16
Mathes Company, Inc.	8	2	0.25%	0.42%	0.66%	Q2 2019	Q3 2023	16
NOMURA HOLDINGS INC	4	1	0.00%	0.00%	0.01%	Q2 2015	Q2 2021	16
BB&T SECURITIES, LLC	9	3	0.00%	0.01%	0.05%	Q1 2015	Q3 2019	16
Ensign Peak Advisors, Inc	16	16	0.00%	0.01%	0.03%	Q4 2019	Q3 2023	16
Rodgers Brothers Inc.	13	3	0.11%	0.23%	0.45%	Q4 2016	Q4 2020	16
Tredje AP-fonden	9	2	0.00%	0.03%	0.06%	Q1 2016	Q3 2023	16
Vestcor Inc	16	16	0.01%	0.07%	0.17%	Q4 2019	Q3 2023	16
Sargent Investment Group, LLC	16	16	0.08%	1.83%	2.94%	Q4 2019	Q3 2023	16
HORIZON KINETICS ASSET MANAGEMENT LLC	16	16	0.01%	0.02%	0.03%	Q4 2019	Q3 2023	16
ClearBridge Investments	16	16	0.00%	0.00%	0.00%	Q3 2016	Q2 2020	16
Capital Analysts, LLC	12	1	0.00%	0.01%	0.02%	Q1 2015	Q3 2023	15
Liberty Mutual Group Asset Management Inc.	15	15	0.01%	0.02%	0.06%	Q1 2015	Q3 2018	15
SUNTRUST BANKS INC	15	15	0.00%	0.01%	0.01%	Q2 2015	Q4 2018	15
PineBridge Investments, L.P.	10	1	0.00%	0.01%	0.04%	Q1 2015	Q2 2023	15
ACADIAN ASSET MANAGEMENT LLC	14	1	0.00%	0.00%	0.02%	Q2 2015	Q3 2023	15
Retirement Group, LLC	14	1	0.03%	0.04%	0.08%	Q4 2019	Q3 2023	15
Citizens Business Bank	12	3	0.04%	0.20%	0.46%	Q2 2019	Q3 2023	15
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	15	15	0.00%	0.00%	0.01%	Q1 2020	Q3 2023	15
AR ASSET MANAGEMENT INC	15	15	0.36%	1.45%	2.18%	Q1 2020	Q3 2023	15
Handelsbanken Fonder AB	14	1	0.01%	0.06%	0.15%	Q4 2015	Q3 2023	15
GLOBEFLEX CAPITAL L P	14	1	0.00%	0.17%	0.44%	Q3 2016	Q3 2023	15
Sheaff Brock Investment Advisors, LLC	15	15	0.51%	0.69%	0.92%	Q1 2020	Q3 2023	15
Rampart Investment Management Company, LLC	15	15	0.00%	0.04%	0.18%	Q1 2017	Q3 2020	15
HOWE & RUSLING INC	14	1	0.00%	0.16%	0.79%	Q2 2016	Q3 2022	15
DIAMANT ASSET MANAGEMENT, INC.	14	1	0.10%	0.49%	0.63%	Q4 2017	Q3 2021	15
PEAPACK GLADSTONE FINANCIAL CORP	15	15	0.05%	0.06%	0.07%	Q1 2020	Q3 2023	15
WINTON GROUP Ltd	6	1	0.01%	0.07%	0.40%	Q1 2015	Q3 2021	15
EWG Elevate Inc.	14	14	0.00%	1.57%	3.29%	Q2 2020	Q3 2023	15
Renaissance Technologies	8	1	0.00%	0.01%	0.02%	Q4 2015	Q4 2022	15
Cerity Partners LLC	15	15	0.00%	0.03%	0.06%	Q4 2019	Q2 2023	15
OSAIC HOLDINGS, INC.	15	15	0.01%	0.02%	0.03%	Q1 2020	Q3 2023	15
Terra Nova Asset Management LLC	6	2	0.59%	1.39%	3.89%	Q1 2015	Q3 2023	15
Kovack Advisors, Inc.	8	7	0.03%	0.09%	0.16%	Q1 2018	Q1 2022	15
Xact Kapitalforvaltning AB	15	15	0.02%	0.03%	0.04%	Q3 2016	Q1 2020	15
AlphaCrest Capital Management LLC	15	15	0.02%	0.09%	0.20%	Q1 2019	Q3 2022	15
Realta Investment Advisors	11	4	0.03%	0.10%	0.18%	Q1 2019	Q3 2023	15
TOBAM	13	2	0.00%	0.02%	0.23%	Q4 2014	Q3 2023	15
VALLEY NATIONAL ADVISERS INC	15	15	0.00%	0.01%	0.01%	Q1 2020	Q3 2023	15
WealthPLAN Partners, LLC	7	1	0.01%	0.04%	0.06%	Q2 2016	Q2 2023	15
ANCHOR CAPITAL ADVISORS LLC	9	6	0.01%	0.01%	0.02%	Q2 2016	Q3 2020	15
Bridgewater Associates	5	1	0.00%	0.01%	0.02%	Q2 2015	Q4 2022	15
CENTERSQUARE INVESTMENT MANAGEMENT LLC	11	1	0.00%	1.09%	2.14%	Q1 2018	Q3 2023	15
CENTAURUS FINANCIAL, INC.	11	1	0.01%	0.04%	0.12%	Q2 2018	Q3 2023	15
Capital Advisory Group Advisory Services, LLC	14	1	0.00%	0.03%	0.11%	Q2 2018	Q1 2022	15
USS Investment Management Ltd	15	15	0.02%	0.04%	0.06%	Q1 2020	Q3 2023	15
HARBOR INVESTMENT ADVISORY, LLC	12	3	0.00%	0.00%	0.02%	Q4 2019	Q3 2023	15
D'Orazio & Associates, Inc.	15	15	0.00%	0.00%	0.01%	Q1 2018	Q3 2021	15
MADDEN SECURITIES Corp	14	1	0.25%	0.97%	1.43%	Q4 2019	Q3 2023	15
Advisor Group, Inc.	15	15	0.00%	0.02%	0.04%	Q2 2016	Q4 2019	15
COMMERCE BANK	14	14	0.01%	0.07%	0.16%	Q2 2020	Q3 2023	14
DAVENPORT & Co LLC	8	1	0.00%	0.01%	0.01%	Q2 2016	Q3 2023	14
OSSIAM	5	2	0.00%	0.02%	0.04%	Q2 2019	Q3 2023	14
Sandy Spring Bank	14	14	0.00%	0.00%	0.00%	Q2 2020	Q3 2023	14
Bartlett & Co. LLC	8	1	0.00%	0.00%	0.00%	Q2 2018	Q4 2023	14
McIlrath & Eck, LLC	13	1	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	14
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	14	14	0.01%	0.02%	0.06%	Q2 2020	Q3 2023	14
Sonora Investment Management, LLC	14	14	0.02%	0.16%	0.53%	Q2 2018	Q3 2021	14
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	13	1	0.00%	0.00%	0.00%	Q1 2015	Q4 2021	14
Slow Capital, Inc.	13	1	0.03%	0.18%	0.30%	Q4 2018	Q1 2023	14
MERCER GLOBAL ADVISORS INC /ADV	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
CAROLINAS WEALTH CONSULTING LLC	14	14	0.00%	0.01%	0.02%	Q2 2020	Q3 2023	14
HNP Capital LLC	12	2	0.40%	0.66%	0.82%	Q3 2019	Q1 2023	14
OppenheimerFunds, Inc.	14	14	0.00%	0.00%	0.01%	Q4 2015	Q1 2019	14
IHT Wealth Management, LLC	8	6	0.00%	0.02%	0.03%	Q4 2016	Q3 2023	14
Financial Management Professionals, Inc.	14	14	0.00%	0.03%	0.06%	Q2 2020	Q3 2023	14
Catalyst Capital Advisors LLC	14	14	0.01%	0.08%	0.20%	Q2 2020	Q3 2023	14
ADVISORY RESEARCH INC	13	1	0.01%	0.06%	0.15%	Q4 2019	Q2 2023	14
HOLDERNESS INVESTMENTS CO	14	14	0.29%	0.55%	0.76%	Q2 2020	Q3 2023	14
HANCOCK WHITNEY CORP	13	1	0.01%	0.03%	0.04%	Q2 2016	Q3 2023	14
VNBTrust, National Association	14	14	0.12%	0.19%	0.28%	Q1 2015	Q2 2018	14
LINCOLN NATIONAL CORP	14	14	0.01%	0.01%	0.02%	Q2 2020	Q3 2023	14
Makaira Partners LLC	14	14	6.57%	10.05%	16.07%	Q2 2015	Q3 2018	14
NVWM, LLC	14	14	0.00%	0.03%	0.04%	Q2 2020	Q3 2023	14
XPONANCE, INC.	14	14	0.02%	0.03%	0.05%	Q2 2020	Q3 2023	14
Venture Visionary Partners LLC	14	14	0.04%	0.08%	0.13%	Q2 2020	Q3 2023	14
Wealthspire Advisors, L.P.	14	14	0.00%	0.00%	0.00%	Q4 2015	Q1 2019	14
OPTIMUM INVESTMENT ADVISORS	7	1	0.00%	0.00%	0.03%	Q1 2018	Q1 2022	14
PROFFITT & GOODSON INC	8	6	0.00%	0.01%	0.02%	Q1 2019	Q3 2023	14
WORLDQUANT MILLENNIUM ADVISORS LLC	14	14	0.03%	0.09%	0.13%	Q2 2018	Q3 2021	14
Jacobi Capital Management LLC	14	14	0.00%	0.01%	0.01%	Q2 2018	Q3 2021	14
Mn Services Vermogensbeheer B.V.	14	14	0.02%	0.04%	0.05%	Q1 2016	Q2 2019	14
EATON VANCE MANAGEMENT	12	2	0.00%	0.00%	0.00%	Q4 2018	Q3 2022	14
Capital Investment Advisors, LLC	12	2	0.01%	0.04%	0.05%	Q4 2016	Q4 2023	14
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD	14	14	0.04%	0.06%	0.08%	Q1 2015	Q2 2018	14
Stratos Wealth Partners, LTD.	4	1	0.01%	0.01%	0.02%	Q1 2017	Q2 2021	13
AlphaMark Advisors, LLC	7	6	0.00%	0.01%	0.02%	Q2 2020	Q3 2023	13
Larson Financial Group LLC	7	6	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	13
Quantitative Investment Management, LLC	3	1	0.01%	0.12%	0.36%	Q4 2015	Q3 2023	13
H&H Retirement Design & Management INC	11	2	0.17%	0.27%	0.38%	Q2 2020	Q3 2023	13
Valeo Financial Advisors, LLC	13	13	0.00%	0.00%	0.00%	Q1 2018	Q1 2021	13
Beacon Financial Advisory LLC	13	13	0.24%	0.41%	0.53%	Q3 2020	Q3 2023	13
Truehand, Inc	13	13	0.05%	0.07%	0.10%	Q4 2018	Q4 2021	13
MONETARY MANAGEMENT GROUP INC	13	13	0.03%	0.12%	0.27%	Q3 2020	Q3 2023	13
Mission Creek Capital Partners, Inc.	13	13	0.04%	0.11%	0.21%	Q4 2019	Q4 2022	13
Oliver Luxxe Assets LLC	13	13	0.82%	1.05%	1.48%	Q3 2020	Q3 2023	13
SEEYOND	7	6	0.00%	0.09%	0.19%	Q4 2018	Q4 2022	13
Independent Advisor Alliance	13	13	0.00%	0.08%	0.13%	Q3 2020	Q3 2023	13
Sippican Capital Advisors	13	13	0.63%	1.31%	1.58%	Q3 2020	Q3 2023	13
Anchor Investment Management, LLC	11	2	0.00%	0.06%	0.08%	Q1 2018	Q3 2023	13
EXANE DERIVATIVES	8	5	0.00%	0.03%	0.10%	Q4 2018	Q1 2022	13
Ahrens Investment Partners LLC	10	3	0.09%	0.27%	0.39%	Q4 2018	Q1 2023	13
ExodusPoint Capital Management, LP	4	1	0.00%	0.05%	0.17%	Q1 2019	Q3 2023	13
Mariner, LLC	12	1	0.00%	0.00%	0.01%	Q1 2019	Q3 2023	13
Newbridge Financial Services Group, Inc.	13	13	0.02%	0.05%	0.17%	Q3 2020	Q3 2023	13
Patten Group, Inc.	13	13	0.00%	0.00%	0.01%	Q2 2015	Q2 2018	13
BAILARD, INC.	13	13	0.01%	0.02%	0.02%	Q3 2020	Q3 2023	13
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX	13	13	0.03%	0.04%	0.05%	Q1 2015	Q1 2018	13
BOENNING & SCATTERGOOD, INC.	13	13	0.14%	0.18%	0.21%	Q4 2019	Q4 2022	13
Demars Financial Group, LLC	13	13	0.19%	0.25%	0.29%	Q2 2020	Q2 2023	13
BTC Capital Management, Inc.	13	13	0.03%	0.06%	0.08%	Q3 2020	Q3 2023	13
Qube Research & Technologies Ltd	4	1	0.00%	0.05%	0.13%	Q1 2018	Q3 2023	13
NEXT Financial Group, Inc	13	13	0.00%	0.03%	0.07%	Q4 2018	Q4 2021	13
REIK & CO., LLC	13	13	0.16%	0.28%	0.34%	Q3 2020	Q3 2023	13
CenterStar Asset Management, LLC	2	1	0.00%	0.05%	0.13%	Q3 2018	Q1 2022	13
Prudent Man Advisors, LLC	13	13	0.21%	0.27%	0.32%	Q3 2020	Q3 2023	13
CI INVESTMENTS INC.	13	13	0.00%	0.00%	0.00%	Q3 2020	Q3 2023	13
MARSHALL WACE, LLP	5	1	0.00%	0.02%	0.06%	Q1 2015	Q3 2023	13
IAG Wealth Partners, LLC	13	13	0.00%	0.00%	0.01%	Q3 2020	Q3 2023	13
Axiom Investment Management LLC	12	1	0.03%	0.36%	0.92%	Q1 2019	Q3 2022	13
Siemens Fonds Invest GmbH	12	12	0.28%	0.40%	0.47%	Q4 2020	Q3 2023	12
KAVAR CAPITAL PARTNERS GROUP, LLC	12	12	0.05%	0.32%	0.58%	Q4 2020	Q3 2023	12
SYNOVUS FINANCIAL CORP	10	1	0.00%	0.00%	0.00%	Q1 2018	Q3 2021	12
Cubic Asset Management, LLC	12	12	0.23%	0.35%	0.45%	Q4 2020	Q3 2023	12
Proficio Capital Partners LLC	11	1	0.00%	0.00%	0.00%	Q4 2015	Q2 2019	12
VOLORIDGE INVESTMENT MANAGEMENT, LLC	2	1	0.00%	0.05%	0.15%	Q2 2016	Q3 2023	12
CoreFirst Bank & Trust	12	12	0.86%	1.14%	1.28%	Q4 2020	Q3 2023	12
Wellington Shields & Co., LLC	11	1	0.10%	0.16%	0.22%	Q1 2019	Q3 2023	12
Ethic Inc.	11	1	0.04%	0.07%	0.15%	Q2 2020	Q3 2023	12
SOLARIS ASSET MANAGEMENT LLC	9	3	0.05%	0.12%	0.21%	Q4 2014	Q3 2018	12
SteelPeak Wealth, LLC	8	2	0.02%	0.05%	0.12%	Q4 2019	Q1 2023	12
NatWest Group plc	12	12	0.01%	0.19%	0.31%	Q1 2015	Q4 2017	12
Armor Investment Advisors, LLC	12	12	0.17%	0.30%	0.37%	Q4 2020	Q3 2023	12
Kavar Capital Partners, LLC	12	12	0.15%	0.44%	0.56%	Q4 2017	Q3 2020	12
JFS WEALTH ADVISORS, LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
BALDWIN BROTHERS LLC/MA	8	4	0.01%	0.01%	0.01%	Q1 2019	Q4 2023	12
VAN ECK ASSOCIATES CORP	12	12	0.00%	0.00%	0.00%	Q2 2018	Q1 2021	12
Tradition Wealth Management, LLC	12	12	0.00%	0.00%	0.01%	Q4 2020	Q3 2023	12
Glen Harbor Capital Management LLC	12	12	0.01%	0.01%	0.02%	Q4 2016	Q3 2019	12
LSV ASSET MANAGEMENT	12	12	0.05%	0.16%	0.27%	Q1 2020	Q4 2022	12
Alpha Cubed Investments, LLC	12	12	0.03%	0.04%	0.04%	Q2 2019	Q1 2022	12
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	10	2	0.00%	0.03%	0.05%	Q1 2020	Q3 2023	12
Cetera Investment Advisers	12	12	0.01%	0.03%	0.04%	Q4 2020	Q3 2023	12
AMICA PENSION FUND BOARD OF TRUSTEES	6	6	0.02%	0.04%	0.06%	Q2 2015	Q4 2018	12
Ziegler Capital Management, LLC	12	12	0.06%	0.07%	0.08%	Q4 2020	Q3 2023	12
GM Advisory Group, LLC	12	12	0.03%	0.04%	0.05%	Q4 2020	Q3 2023	12
TBH Global Asset Management, LLC	12	12	0.06%	0.08%	0.09%	Q4 2020	Q3 2023	12
Merit Financial Group, LLC	12	12	0.01%	0.03%	0.05%	Q4 2020	Q3 2023	12
Grace Capital	12	12	0.20%	0.38%	0.81%	Q2 2018	Q1 2021	12
Elo Mutual Pension Insurance Co	12	12	0.02%	0.03%	0.04%	Q4 2020	Q3 2023	12
Hemenway Trust Co LLC	12	12	0.09%	0.15%	0.23%	Q1 2015	Q4 2017	12
MCMILLION CAPITAL MANAGEMENT INC	7	1	0.02%	0.61%	1.10%	Q2 2019	Q2 2023	12
PGGM Investments	9	3	0.01%	0.07%	0.12%	Q1 2020	Q3 2023	12
RMR Advisors LLC	12	12	0.33%	0.38%	0.43%	Q4 2017	Q3 2020	12
Financial Architects, Inc	8	3	0.00%	0.00%	0.01%	Q1 2016	Q2 2020	12
SITTNER & NELSON, LLC	12	12	0.03%	0.03%	0.04%	Q4 2020	Q3 2023	12
Clearstead Advisors, LLC	11	1	0.00%	0.02%	0.06%	Q3 2020	Q3 2023	12
FIRST NATIONAL TRUST CO	12	12	0.02%	0.08%	0.32%	Q4 2020	Q3 2023	12
Future Financial Wealth Managment LLC	12	12	0.84%	1.15%	1.38%	Q4 2020	Q3 2023	12
Founders Capital Management	12	12	0.02%	0.05%	0.07%	Q1 2021	Q4 2023	12
Berman Capital Advisors, LLC	12	12	0.00%	0.00%	0.01%	Q4 2018	Q3 2021	12
Neuburgh Advisers LLC	12	12	0.02%	0.05%	0.08%	Q4 2016	Q3 2019	12
Linscomb & Williams, Inc.	7	1	0.01%	0.07%	0.22%	Q3 2018	Q4 2022	12
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC	12	12	0.05%	0.08%	0.10%	Q1 2018	Q4 2020	12
CX Institutional	6	1	0.00%	0.00%	0.02%	Q1 2019	Q3 2023	12
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.	12	12	0.04%	0.09%	0.16%	Q1 2015	Q4 2017	12
Hanson & Doremus Investment Management	10	1	0.01%	0.02%	0.04%	Q1 2020	Q3 2023	12
Green Alpha Advisors, LLC	12	12	0.30%	0.97%	1.46%	Q1 2021	Q4 2023	12
CSat Investment Advisory, L.P.	12	12	0.01%	0.02%	0.06%	Q2 2018	Q1 2021	12
Capital Bank & Trust Co	12	12	0.00%	0.21%	0.42%	Q2 2017	Q1 2020	12
WASATCH ADVISORS LP	12	12	0.02%	0.43%	1.28%	Q4 2014	Q3 2017	12
Financial Avengers, Inc.	12	12	0.01%	0.02%	0.02%	Q4 2020	Q3 2023	12
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	8	2	0.08%	0.16%	0.23%	Q3 2017	Q3 2023	12
Fiduciary Group LLC	12	12	0.03%	0.04%	0.06%	Q4 2020	Q3 2023	12
Ellevest, Inc.	11	1	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	12
BURNEY CO/	12	12	0.03%	0.17%	0.25%	Q4 2020	Q3 2023	12
ROCKEFELLER FINANCIAL SERVICES INC	12	12	0.24%	0.32%	0.37%	Q1 2015	Q4 2017	12
Kingsview Wealth Management, LLC	6	1	0.00%	0.01%	0.02%	Q3 2020	Q3 2023	12
Tyers Asset Management LLC	12	12	0.02%	0.03%	0.06%	Q4 2016	Q3 2019	12
Vestmark Advisory Solutions, Inc.	12	12	0.02%	0.02%	0.02%	Q4 2020	Q3 2023	12
American Research & Management Co.	11	1	0.00%	0.01%	0.02%	Q2 2018	Q3 2022	12
PRUDENTIAL PLC	7	5	0.01%	0.14%	0.47%	Q1 2020	Q3 2023	12
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	7	5	0.01%	0.21%	0.45%	Q3 2020	Q3 2023	12
PUTNAM INVESTMENTS LLC	7	5	0.00%	0.00%	0.00%	Q1 2015	Q3 2018	12
Essex Savings Bank	10	2	0.00%	0.08%	0.13%	Q1 2019	Q3 2023	12
JANICZEK WEALTH MANAGEMENT, LLC	12	12	0.00%	0.00%	0.00%	Q4 2020	Q3 2023	12
JNBA Financial Advisors	11	1	0.01%	0.02%	0.03%	Q4 2015	Q4 2018	12
Flinton Capital Management LLC	12	12	0.02%	0.04%	0.07%	Q4 2016	Q3 2019	12
Commonwealth Equity Services, Inc	11	11	0.01%	0.01%	0.01%	Q1 2015	Q3 2017	11
KING LUTHER CAPITAL MANAGEMENT CORP	10	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2023	11
Versor Investments LP	3	1	0.01%	0.06%	0.20%	Q4 2017	Q2 2023	11
Accuvest Global Advisors	11	11	0.13%	0.17%	0.21%	Q1 2021	Q3 2023	11
Quantbot Technologies LP	3	1	0.00%	0.03%	0.10%	Q2 2016	Q1 2023	11
Founders Financial Alliance, LLC	5	1	0.05%	0.20%	0.26%	Q3 2020	Q3 2023	11
Independent Order of Foresters	11	11	0.02%	0.98%	2.52%	Q1 2015	Q3 2017	11
BROWN ADVISORY INC	8	3	0.00%	0.00%	0.01%	Q2 2018	Q3 2023	11
Convergence Investment Partners, LLC	9	1	0.00%	0.39%	0.72%	Q2 2016	Q4 2021	11
FIRST QUADRANT LLC/CA	7	1	0.00%	0.00%	0.01%	Q1 2015	Q3 2020	11
Hoese & Co LLP	11	11	0.00%	0.01%	0.01%	Q2 2021	Q4 2023	11
SCOTIA CAPITAL INC.	10	1	0.00%	0.01%	0.04%	Q2 2016	Q3 2023	11
Orion Capital Management LLC	10	1	0.05%	0.07%	0.09%	Q4 2020	Q3 2023	11
Endurance Wealth Management, Inc.	11	11	0.00%	0.00%	0.00%	Q2 2015	Q4 2017	11
Zions Bancorporation	8	1	0.00%	0.00%	0.01%	Q3 2015	Q3 2018	11
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV	11	11	0.04%	0.05%	0.06%	Q1 2021	Q3 2023	11
Bayesian Capital Management, LP	6	1	0.03%	0.14%	0.30%	Q1 2018	Q1 2022	11
Spire Wealth Management	11	11	0.00%	0.00%	0.01%	Q1 2021	Q3 2023	11
Centiva Capital, LP	4	1	0.00%	0.02%	0.04%	Q1 2020	Q3 2023	11
Plante Moran Financial Advisors, LLC	11	11	0.00%	0.00%	0.01%	Q3 2015	Q1 2018	11
J.W. COLE ADVISORS, INC.	10	1	0.02%	0.02%	0.04%	Q3 2020	Q3 2023	11
SG3 Management, LLC	8	2	0.02%	0.14%	0.40%	Q1 2019	Q3 2021	11
Schonfeld Strategic Advisors LLC	6	1	0.00%	0.06%	0.50%	Q4 2017	Q3 2023	11
Nationwide Fund Advisors	11	11	0.01%	0.02%	0.06%	Q1 2015	Q3 2017	11
LIBERTY WEALTH MANAGEMENT LLC	7	4	0.00%	0.00%	0.00%	Q4 2018	Q3 2021	11
PRELUDE CAPITAL MANAGEMENT, LLC	4	2	0.00%	0.03%	0.05%	Q3 2018	Q3 2023	11
WESTWOOD HOLDINGS GROUP INC	8	3	0.00%	0.01%	0.04%	Q1 2018	Q3 2023	11
SRS Capital Advisors, Inc.	10	1	0.00%	0.02%	0.13%	Q4 2020	Q3 2023	11
Laird Norton Wetherby Wealth Management, LLC	10	1	0.02%	0.03%	0.05%	Q4 2020	Q3 2023	11
Werlinich Asset Management, LLC	11	11	1.72%	2.20%	2.58%	Q1 2021	Q3 2023	11
Donoghue Forlines LLC	11	11	0.22%	0.53%	0.98%	Q1 2021	Q3 2023	11
Virtus ETF Advisers LLC	11	11	0.45%	0.63%	0.87%	Q2 2019	Q4 2021	11
BRADLEY FOSTER & SARGENT INC/CT	5	1	0.01%	0.02%	0.05%	Q1 2015	Q1 2023	11
Piscataqua Savings Bank	11	11	0.01%	0.01%	0.02%	Q1 2021	Q3 2023	11
PARK AVENUE SECURITIES LLC	11	11	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	11
NewEdge Advisors, LLC	10	1	0.01%	0.02%	0.04%	Q2 2017	Q3 2023	11
BALYASNY ASSET MANAGEMENT L.P.	4	1	0.00%	0.02%	0.07%	Q4 2017	Q3 2023	11
Redwood Investment Management, LLC	7	4	0.09%	0.15%	0.23%	Q1 2019	Q4 2021	11
Hudson Portfolio Management LLC	11	11	0.64%	1.05%	1.18%	Q1 2021	Q3 2023	11
AGF INVESTMENTS INC.	6	2	0.00%	0.04%	0.38%	Q2 2019	Q3 2022	11
Wambolt & Associates, LLC	11	11	0.15%	0.43%	0.58%	Q1 2021	Q3 2023	11
FIRST HAWAIIAN BANK	11	11	0.02%	0.04%	0.05%	Q3 2018	Q1 2021	11
XML Financial, LLC	7	1	0.03%	0.04%	0.07%	Q2 2020	Q2 2023	11
Invst, LLC	11	11	0.05%	0.11%	0.16%	Q1 2021	Q3 2023	11
Private Ocean, LLC	10	1	0.00%	0.01%	0.01%	Q3 2019	Q3 2023	11
SIMPLEX TRADING, LLC	3	1	0.00%	0.00%	0.02%	Q1 2015	Q4 2022	11
Illinois Municipal Retirement Fund	10	1	0.01%	0.02%	0.02%	Q3 2020	Q3 2023	11
DUALITY ADVISERS, LP	6	1	0.05%	0.28%	0.43%	Q1 2019	Q3 2023	11
PERSONAL CFO SOLUTIONS, LLC	11	11	0.05%	0.06%	0.07%	Q1 2021	Q3 2023	11
Stockman Wealth Management, Inc.	11	11	0.09%	0.12%	0.16%	Q3 2018	Q1 2021	11
Principle Wealth Partners LLC	10	1	0.02%	0.04%	0.04%	Q2 2020	Q3 2023	11
TECTONIC ADVISORS LLC	11	11	0.07%	0.31%	0.54%	Q1 2021	Q3 2023	11
EDMOND DE ROTHSCHILD HOLDING S.A.	7	1	0.00%	0.00%	0.00%	Q1 2017	Q3 2021	11
Hall Private Wealth Advisors	10	1	5.48%	6.90%	8.99%	Q4 2020	Q3 2023	11
Winfield Associates, Inc.	11	11	0.11%	0.17%	0.25%	Q3 2019	Q1 2022	11
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
CULLEN/FROST BANKERS, INC.	8	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2023	10
Abbot Financial Management, Inc.	10	10	0.11%	0.35%	0.50%	Q2 2021	Q3 2023	10
Southland Equity Partners LLC	10	10	0.10%	0.12%	0.14%	Q2 2021	Q3 2023	10
FLPUTNAM INVESTMENT MANAGEMENT CO	3	1	0.01%	0.05%	0.14%	Q3 2016	Q1 2023	10
AUGUSTINE ASSET MANAGEMENT INC	10	10	0.19%	0.21%	0.24%	Q2 2021	Q3 2023	10
Vanguard Personalized Indexing Management, LLC	10	10	0.02%	0.05%	0.07%	Q2 2021	Q3 2023	10
GSA CAPITAL PARTNERS LLP	2	1	0.01%	0.05%	0.10%	Q1 2015	Q2 2023	10
ADVISOR PARTNERS LLC	9	1	0.02%	0.04%	0.05%	Q1 2019	Q2 2022	10
Bedel Financial Consulting, Inc.	10	10	0.01%	0.01%	0.02%	Q4 2019	Q1 2022	10
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	7	3	0.02%	0.05%	0.12%	Q4 2020	Q2 2023	10
Vident Investment Advisory, LLC	8	2	0.00%	0.04%	0.07%	Q2 2015	Q1 2023	10
ABERDEEN ASSET MANAGEMENT PLC/UK	10	10	0.00%	0.01%	0.01%	Q1 2015	Q2 2017	10
Private Portfolio Partners LLC	10	10	0.06%	0.08%	0.09%	Q2 2021	Q3 2023	10
Deseret Mutual Benefit Administrators	10	10	0.02%	0.05%	0.07%	Q2 2021	Q3 2023	10
ATALANTA SOSNOFF CAPITAL, LLC	10	10	0.01%	0.06%	0.18%	Q2 2021	Q3 2023	10
Veritable, L.P.	7	1	0.00%	0.01%	0.01%	Q1 2015	Q2 2023	10
GREENLEAF TRUST	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
Pinnacle Family Advisors, LLC	10	10	0.16%	0.36%	0.87%	Q2 2021	Q3 2023	10
Certified Advisory Corp	10	10	0.01%	0.05%	0.09%	Q4 2017	Q1 2020	10
DELTA CAPITAL MANAGEMENT LLC	10	10	0.20%	0.36%	0.45%	Q4 2020	Q1 2023	10
CT Financial Advisors LLC	9	1	0.01%	0.01%	0.01%	Q1 2014	Q1 2017	10
Verdence Capital Advisors LLC	10	10	0.03%	0.03%	0.04%	Q2 2021	Q3 2023	10
Amundi	10	10	0.02%	0.09%	0.14%	Q2 2021	Q3 2023	10
GAM Holding AG	10	10	0.01%	0.01%	0.02%	Q1 2015	Q2 2017	10
HARBOUR INVESTMENTS, INC.	6	4	0.02%	0.03%	0.04%	Q1 2021	Q3 2023	10
EXCHANGE TRADED CONCEPTS, LLC	7	1	0.00%	0.02%	0.10%	Q4 2019	Q4 2023	10
Destination Wealth Management	6	4	0.00%	0.01%	0.01%	Q1 2018	Q3 2023	10
SYMONS CAPITAL MANAGEMENT INC	4	3	1.88%	2.89%	4.98%	Q3 2015	Q4 2020	10
FormulaFolio Investments, LLC	10	10	0.00%	0.02%	0.05%	Q1 2019	Q2 2021	10
LMR Partners LLP	4	1	0.00%	0.03%	0.08%	Q4 2016	Q1 2023	10
Quadrature Capital Ltd	3	1	0.01%	0.08%	0.24%	Q4 2015	Q3 2023	10
Horizon Investments, LLC	5	1	0.01%	0.03%	0.08%	Q2 2019	Q3 2023	10
GPS Wealth Strategies Group, LLC	7	3	0.01%	0.01%	0.01%	Q1 2021	Q3 2023	10
FIL Ltd	6	4	0.00%	0.00%	0.00%	Q3 2018	Q1 2021	10
LEE DANNER & BASS INC	10	10	0.04%	0.07%	0.08%	Q2 2021	Q3 2023	10
Avion Wealth	10	10	0.01%	0.02%	0.02%	Q2 2021	Q3 2023	10
MASTRAPASQUA ASSET MANAGEMENT INC	7	3	0.03%	0.06%	0.08%	Q3 2017	Q3 2023	10
Camelot Portfolios, LLC	10	10	0.19%	0.30%	0.43%	Q2 2018	Q3 2020	10
IndexIQ Advisors LLC	10	10	0.00%	0.00%	0.01%	Q4 2019	Q1 2022	10
Spot Trading L.L.C	2	1	0.00%	0.01%	0.03%	Q2 2015	Q3 2016	10
FAYEZ SAROFIM & CO	10	10	0.00%	0.00%	0.01%	Q2 2021	Q3 2023	10
Hilltop Holdings Inc.	10	10	0.04%	0.09%	0.12%	Q2 2021	Q3 2023	10
Maryland State Retirement & Pension System	6	4	0.03%	0.03%	0.03%	Q1 2021	Q3 2023	10
Checchi Capital Advisers, LLC	8	2	0.02%	0.03%	0.04%	Q1 2016	Q3 2023	10
CONNING INC.	5	1	0.01%	0.01%	0.02%	Q1 2015	Q3 2018	10
Point72 Hong Kong Ltd	3	1	0.01%	0.05%	0.14%	Q2 2016	Q1 2022	10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	4	1	0.01%	0.06%	0.24%	Q2 2017	Q2 2023	10
Gerber Kawasaki Wealth & Investment Management	10	10	0.00%	0.03%	0.03%	Q2 2021	Q3 2023	10
Harvest Fund Management Co., Ltd	10	10	0.01%	0.03%	0.05%	Q2 2021	Q3 2023	10
MV CAPITAL MANAGEMENT, INC.	10	10	0.00%	0.00%	0.00%	Q2 2021	Q3 2023	10
Bogart Wealth, LLC	10	10	0.00%	0.01%	0.02%	Q2 2021	Q3 2023	10
Pearl River Capital, LLC	3	1	0.03%	0.19%	0.62%	Q1 2019	Q3 2023	10
Financial Gravity Asset Management, Inc.	3	2	0.00%	0.01%	0.07%	Q1 2018	Q3 2023	10
Lombard Odier Asset Management (Switzerland) SA	8	2	0.02%	0.06%	0.12%	Q4 2018	Q3 2021	10
Global X Management CO LLC	10	10	0.00%	0.02%	0.06%	Q1 2016	Q2 2018	10
Freedom Investment Management, Inc.	9	9	0.10%	0.12%	0.19%	Q3 2021	Q3 2023	9
COOKSON PEIRCE & CO INC	8	1	0.04%	1.19%	1.58%	Q3 2016	Q3 2023	9
MONTAG A & ASSOCIATES INC	9	9	0.01%	0.03%	0.04%	Q3 2021	Q3 2023	9
SPIRIT OF AMERICA MANAGEMENT CORP/NY	9	9	0.12%	0.23%	0.32%	Q3 2021	Q3 2023	9
Prime Capital Investment Advisors, LLC	7	2	0.00%	0.00%	0.01%	Q2 2019	Q3 2023	9
Kozak & Associates, Inc.	9	9	0.00%	0.00%	0.01%	Q3 2021	Q3 2023	9
Eagle Ridge Investment Management	9	9	0.10%	0.11%	0.13%	Q3 2021	Q3 2023	9
CLEARARC CAPITAL INC	7	2	0.03%	0.04%	0.04%	Q2 2016	Q3 2018	9
EDMP, INC.	9	9	0.22%	0.24%	0.27%	Q3 2021	Q3 2023	9
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC.	9	9	0.00%	0.00%	0.00%	Q2 2016	Q2 2018	9
Hexagon Capital Partners LLC	9	9	0.01%	0.02%	0.02%	Q3 2021	Q3 2023	9
IEQ CAPITAL, LLC	9	9	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	9
YorkBridge Wealth Partners, LLC	9	9	0.02%	0.03%	0.04%	Q2 2017	Q2 2019	9
TOKIO MARINE ASSET MANAGEMENT CO LTD	9	9	0.02%	0.03%	0.04%	Q1 2015	Q1 2017	9
JANUS HENDERSON INVESTORS US LLC	9	9	0.00%	0.03%	0.08%	Q1 2015	Q1 2017	9
Detalus Advisors, LLC	9	9	0.15%	0.34%	0.46%	Q4 2019	Q4 2021	9
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	7	2	0.02%	0.03%	0.04%	Q2 2021	Q3 2023	9
COLRAIN CAPITAL LLC	9	9	1.25%	2.63%	4.13%	Q1 2015	Q1 2017	9
Meiji Yasuda Asset Management Co Ltd.	7	1	0.05%	0.18%	0.24%	Q1 2016	Q3 2023	9
Quad-Cities Investment Group, LLC	5	4	0.00%	0.09%	0.18%	Q2 2018	Q2 2022	9
High Net Worth Advisory Group LLC	9	9	0.09%	0.11%	0.12%	Q4 2021	Q4 2023	9
Csenge Advisory Group	7	1	0.00%	0.04%	0.05%	Q3 2018	Q3 2023	9
CAPSTONE ASSET MANAGEMENT CO	9	9	0.01%	0.02%	0.02%	Q2 2015	Q2 2017	9
Wagner Wealth Management, LLC	4	1	0.00%	0.02%	0.04%	Q4 2017	Q3 2022	9
FCF Advisors LLC	9	9	0.32%	0.58%	0.80%	Q1 2021	Q1 2023	9
Bristlecone Advisors, LLC	5	4	0.03%	0.11%	0.24%	Q2 2019	Q1 2022	9
Key FInancial Inc	9	9	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	9
Greenhouse Funds LLLP	7	2	2.58%	4.32%	6.31%	Q4 2016	Q3 2020	9
Stonebridge Capital Advisors LLC	6	1	0.00%	0.00%	0.00%	Q2 2019	Q3 2023	9
M&R CAPITAL MANAGEMENT INC	9	9	0.01%	0.06%	0.10%	Q4 2021	Q4 2023	9
VERUS CAPITAL PARTNERS, LLC	7	2	0.02%	0.07%	0.09%	Q4 2019	Q3 2023	9
Tower View Wealth Management LLC	9	9	0.04%	0.05%	0.07%	Q3 2021	Q3 2023	9
GOODWIN DANIEL L	9	9	0.26%	0.30%	0.32%	Q2 2017	Q2 2019	9
Soltis Investment Advisors LLC	9	9	0.03%	0.14%	0.24%	Q2 2021	Q2 2023	9
Morse Asset Management, Inc	8	1	0.06%	0.26%	0.68%	Q3 2020	Q3 2023	9
ADVISORS MANAGEMENT GROUP INC /ADV	7	2	0.06%	0.08%	0.10%	Q2 2021	Q3 2023	9
RAND WEALTH, LLC	9	9	0.03%	0.06%	0.09%	Q4 2014	Q4 2016	9
Nepsis Inc.	9	9	0.82%	1.05%	1.26%	Q3 2021	Q3 2023	9
LEVEL FOUR ADVISORY SERVICES, LLC	4	1	0.01%	0.04%	0.06%	Q1 2019	Q3 2023	9
Koshinski Asset Management, Inc.	9	9	0.02%	0.03%	0.07%	Q3 2021	Q3 2023	9
Bruderman Asset Management, LLC	8	1	0.00%	0.00%	0.01%	Q1 2015	Q1 2019	9
U.S. Capital Wealth Advisors, LLC	9	9	0.08%	0.10%	0.12%	Q3 2021	Q3 2023	9
Herold Advisors, Inc.	9	9	0.15%	0.18%	0.20%	Q3 2021	Q3 2023	9
Uniplan Investment Counsel, Inc.	6	1	0.62%	1.89%	3.10%	Q2 2015	Q3 2023	9
Cresset Asset Management, LLC	7	2	0.00%	0.01%	0.02%	Q4 2018	Q1 2023	9
ROWLAND CARMICHAEL ADVISORS INC /ADV	9	9	0.13%	0.28%	0.39%	Q4 2018	Q4 2020	9
CVA Family Office, LLC	7	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2023	9
Leelyn Smith, LLC	9	9	0.00%	0.00%	0.00%	Q4 2019	Q4 2021	9
NAVELLIER & ASSOCIATES INC	4	2	0.04%	0.10%	0.15%	Q2 2016	Q1 2022	9
Eagle Bay Advisors LLC	6	3	0.00%	0.01%	0.06%	Q2 2021	Q3 2023	9
PIEDMONT INVESTMENT ADVISORS INC	5	1	0.00%	0.00%	0.01%	Q4 2015	Q4 2019	9
UMB Bank, n.a.	8	8	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	8
Allspring Global Investments Holdings, LLC	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Redhawk Wealth Advisors, Inc.	8	8	0.13%	0.17%	0.20%	Q4 2021	Q3 2023	8
Evercore Wealth Management, LLC	7	1	0.00%	0.00%	0.00%	Q1 2015	Q4 2017	8
Black Swift Group, LLC	8	8	0.02%	0.13%	0.18%	Q4 2020	Q3 2022	8
Covestor Ltd	8	8	0.01%	0.06%	0.18%	Q4 2021	Q3 2023	8
Raleigh Capital Management Inc.	8	8	0.02%	0.09%	0.12%	Q4 2021	Q3 2023	8
Apollon Wealth Management, LLC	7	1	0.00%	0.04%	0.08%	Q2 2020	Q3 2023	8
WEALTHFRONT Corp	5	3	0.00%	0.00%	0.01%	Q1 2015	Q3 2018	8
Advisors Capital Management, LLC	6	2	0.01%	0.01%	0.01%	Q3 2021	Q3 2023	8
Aevitas Wealth Management, Inc.	6	2	0.12%	0.14%	0.15%	Q4 2017	Q1 2022	8
MSI Financial Services Inc	8	8	0.01%	0.02%	0.07%	Q1 2015	Q4 2016	8
Boston Common Asset Management, LLC	8	8	0.19%	0.52%	0.70%	Q3 2020	Q2 2022	8
Aureus Asset Management, LLC	7	1	0.02%	0.05%	0.08%	Q4 2016	Q3 2023	8
ELLINGTON MANAGEMENT GROUP LLC	4	1	0.04%	0.14%	0.23%	Q1 2015	Q2 2019	8
MOODY LYNN & LIEBERSON, LLC	8	8	0.04%	0.08%	0.19%	Q4 2021	Q3 2023	8
Addison Advisors LLC	8	8	0.05%	0.08%	0.12%	Q4 2021	Q3 2023	8
HIGHLAND CAPITAL MANAGEMENT, LLC	8	8	0.13%	0.18%	0.23%	Q3 2017	Q2 2019	8
Vert Asset Management LLC	8	8	2.08%	2.83%	3.58%	Q4 2021	Q3 2023	8
B. Metzler seel. Sohn & Co. AG	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
Avenir Corp	6	2	0.05%	0.10%	0.14%	Q2 2017	Q3 2021	8
Quent Capital, LLC	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Fieldpoint Private Securities, LLC	4	1	0.00%	0.02%	0.05%	Q1 2017	Q2 2022	8
Oxbow Advisors, LLC	6	1	0.25%	0.50%	1.95%	Q1 2016	Q2 2019	8
Formidable Asset Management, LLC	6	2	0.00%	0.10%	0.18%	Q3 2015	Q2 2023	8
Virtus Fund Advisers, LLC	8	8	0.00%	0.00%	0.00%	Q1 2016	Q4 2017	8
NATIONAL BANK OF CANADA /FI/	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
Bell Investment Advisors, Inc	6	2	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
Desjardins Global Asset Management Inc.	8	8	0.00%	0.01%	0.02%	Q4 2021	Q3 2023	8
THOMPSON DAVIS & CO., INC.	8	8	0.35%	0.53%	0.64%	Q4 2021	Q3 2023	8
BlackRock Investment Management, LLC	8	8	0.02%	0.02%	0.03%	Q1 2015	Q4 2016	8
Pflug Koory, LLC	8	8	0.01%	0.01%	0.01%	Q4 2020	Q3 2022	8
Savior LLC	8	8	0.00%	0.01%	0.02%	Q2 2021	Q1 2023	8
Arkadios Wealth Advisors	8	8	0.00%	0.07%	0.21%	Q4 2019	Q3 2021	8
BlackRock Group LTD	8	8	0.02%	0.03%	0.04%	Q1 2015	Q4 2016	8
FIRST COMMUNITY TRUST NA	8	8	0.02%	0.02%	0.03%	Q4 2021	Q3 2023	8
Nuveen Fund Advisors, LLC	8	8	0.16%	0.40%	0.57%	Q2 2016	Q1 2018	8
Berger Financial Group, Inc	8	8	0.66%	0.83%	1.04%	Q1 2021	Q4 2022	8
BlackRock Fund Advisors	8	8	0.03%	0.03%	0.04%	Q1 2015	Q4 2016	8
CULLINAN ASSOCIATES INC	8	8	0.01%	0.02%	0.03%	Q1 2021	Q4 2022	8
Sonora Investment Management Group, LLC	8	8	0.42%	0.49%	0.60%	Q4 2021	Q3 2023	8
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV	4	1	0.02%	0.03%	0.04%	Q4 2018	Q3 2021	8
CSS LLC/IL	6	6	0.02%	0.06%	0.15%	Q1 2015	Q2 2016	8
GREAT LAKES ADVISORS, LLC	3	1	0.00%	0.10%	0.28%	Q4 2018	Q2 2023	8
TD Waterhouse Canada Inc.	8	8	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	8
BlackRock Institutional Trust Company, N.A.	8	8	0.03%	0.04%	0.05%	Q1 2015	Q4 2016	8
Perfromance Wealth Partners, LLC	8	8	0.01%	0.01%	0.02%	Q4 2021	Q3 2023	8
BLACKROCK ADVISORS LLC	8	8	0.00%	0.01%	0.01%	Q1 2015	Q4 2016	8
Twelve Points Wealth Management LLC	8	8	0.46%	0.92%	1.15%	Q4 2021	Q3 2023	8
Dana Investment Advisors, Inc.	8	8	0.02%	0.77%	0.94%	Q4 2021	Q3 2023	8
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	8	8	0.01%	0.05%	0.06%	Q4 2021	Q3 2023	8
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	8	8	0.07%	0.08%	0.11%	Q4 2021	Q3 2023	8
FDx Advisors, Inc.	7	1	0.01%	0.02%	0.02%	Q1 2017	Q3 2023	8
Integrated Advisors Network LLC	8	8	0.02%	0.05%	0.21%	Q4 2021	Q3 2023	8
YOUSIF CAPITAL MANAGEMENT, LLC	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
DELTA LLOYD NV	7	1	0.01%	0.02%	0.05%	Q1 2015	Q1 2017	8
Disciplined Equity Management, Inc.	8	8	1.77%	2.06%	2.60%	Q4 2021	Q3 2023	8
EII CAPITAL MANAGEMENT, INC.	8	8	0.12%	0.37%	0.53%	Q4 2019	Q3 2021	8
HERBST GROUP, LLC	8	8	0.52%	0.86%	0.98%	Q4 2021	Q3 2023	8
Retirement Planning Co of New England, Inc.	8	8	0.28%	0.37%	0.39%	Q4 2021	Q3 2023	8
TIVERTON ASSET MANAGEMENT LLC	8	8	0.00%	0.01%	0.03%	Q4 2017	Q3 2019	8
HIGHFIELDS CAPITAL MANAGEMENT LP	5	5	0.19%	1.05%	2.10%	Q4 2014	Q4 2015	8
SFG Wealth Management, LLC.	8	8	0.28%	0.39%	0.48%	Q4 2021	Q3 2023	8
ROPES WEALTH ADVISORS LLC	7	1	0.00%	0.00%	0.00%	Q1 2016	Q3 2018	8
COLDSTREAM CAPITAL MANAGEMENT INC	4	1	0.01%	0.01%	0.01%	Q2 2021	Q3 2023	8
FAGAN ASSOCIATES, INC.	8	8	0.05%	0.22%	0.26%	Q4 2021	Q3 2023	8
Widmann Financial Services, Inc.	8	8	0.55%	0.70%	0.82%	Q4 2021	Q3 2023	8
FinTrust Capital Advisors, LLC	4	1	0.00%	0.01%	0.02%	Q4 2018	Q3 2023	8
PICTET ASSET MANAGEMENT SA	8	8	0.01%	0.16%	0.26%	Q3 2021	Q2 2023	8
STEPHENS INC /AR/	5	1	0.00%	0.04%	0.12%	Q3 2017	Q3 2023	8
WULFF, HANSEN & CO.	8	8	0.21%	0.27%	0.33%	Q4 2021	Q3 2023	8
Gulf International Bank (UK) Ltd	8	8	0.03%	0.04%	0.04%	Q4 2021	Q3 2023	8
PFS Partners, LLC	8	8	0.02%	0.02%	0.02%	Q4 2021	Q3 2023	8
BlackRock Japan Co. Ltd	8	8	0.02%	0.03%	0.04%	Q1 2015	Q4 2016	8
B. Riley Wealth Management, Inc.	8	8	0.00%	0.04%	0.06%	Q3 2020	Q2 2022	8
Neo Ivy Capital Management	4	1	0.02%	0.23%	0.43%	Q2 2019	Q4 2022	8
Ferris Capital, LLC	8	8	0.00%	0.13%	0.35%	Q2 2017	Q1 2019	8
Colonial River Wealth Management, LLC	8	8	0.29%	0.33%	0.37%	Q4 2021	Q3 2023	8
KEELEY ASSET MANAGEMENT CORP	8	8	0.28%	0.36%	0.46%	Q1 2015	Q4 2016	8
Allworth Financial LP	7	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	8
Rehmann Capital Advisory Group	7	1	0.01%	0.02%	0.04%	Q3 2017	Q3 2019	8
West Wealth Group, LLC	8	8	0.10%	0.12%	0.13%	Q4 2021	Q3 2023	8
WealthBridge Capital Management, LLC	7	1	0.00%	0.17%	0.28%	Q4 2018	Q3 2023	8
Mizuho Asset Management Co.,Ltd.	7	7	0.01%	0.01%	0.02%	Q1 2015	Q3 2016	7
Foresight Wealth Management, LLC	7	7	0.01%	0.19%	0.29%	Q1 2021	Q3 2022	7
HB Wealth Management, LLC	4	3	0.00%	0.00%	0.01%	Q4 2021	Q3 2023	7
Intrua Financial, LLC	7	7	0.07%	0.19%	0.27%	Q3 2021	Q1 2023	7
Avestar Capital, LLC	7	7	0.00%	0.01%	0.01%	Q4 2017	Q2 2019	7
Rise Advisors, LLC	7	7	0.00%	0.00%	0.01%	Q1 2022	Q3 2023	7
Tidal Investments LLC	7	7	0.01%	0.02%	0.03%	Q1 2022	Q3 2023	7
CHILDRESS CAPITAL ADVISORS, LLC	7	7	0.36%	0.51%	0.65%	Q1 2022	Q3 2023	7
Sowell Financial Services LLC	7	7	0.00%	0.00%	0.01%	Q3 2019	Q1 2021	7
Byrne Asset Management LLC	7	7	0.02%	0.02%	0.02%	Q4 2021	Q2 2023	7
Nelson Capital Management, LLC	7	7	0.57%	0.73%	0.94%	Q3 2020	Q1 2022	7
Bank of New Hampshire	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
Community Bank of Raymore	4	3	0.06%	0.18%	0.36%	Q4 2021	Q3 2023	7
Fiduciary Planning LLC	7	7	0.23%	1.21%	2.11%	Q2 2020	Q4 2021	7
DUNCKER STREETT & CO INC	6	1	0.00%	0.00%	0.02%	Q1 2016	Q3 2018	7
Beaumont Financial Partners, LLC	6	1	0.02%	0.02%	0.03%	Q4 2019	Q1 2022	7
PRINCETON CAPITAL MANAGEMENT INC	7	7	0.15%	0.22%	0.29%	Q1 2016	Q3 2017	7
PARADIGM ASSET MANAGEMENT CO LLC	5	2	0.11%	0.51%	0.83%	Q1 2015	Q1 2017	7
Tyler-Stone Wealth Management	5	2	0.49%	0.54%	0.59%	Q4 2021	Q3 2023	7
Ellis Investment Partners, LLC	4	3	0.00%	0.00%	0.01%	Q4 2019	Q3 2022	7
Aspire Private Capital, LLC	7	7	0.14%	0.16%	0.18%	Q1 2022	Q3 2023	7
SMH CAPITAL ADVISORS INC	7	7	0.65%	1.06%	1.45%	Q2 2020	Q4 2021	7
MAI Capital Management	7	7	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	7
GROUP ONE TRADING, L.P.	2	1	0.00%	0.00%	0.00%	Q2 2015	Q1 2022	7
Bay Harbor Wealth Management, LLC	7	7	0.02%	0.02%	0.03%	Q1 2022	Q3 2023	7
Curi Wealth Management, LLC	4	3	0.00%	0.02%	0.04%	Q4 2021	Q3 2023	7
Teza Capital Management LLC	4	1	0.13%	0.27%	0.59%	Q4 2018	Q3 2021	7
Arete Wealth Advisors, LLC	4	3	0.03%	0.06%	0.12%	Q3 2018	Q3 2023	7
HOURGLASS CAPITAL, LLC	7	7	0.90%	1.28%	1.55%	Q1 2022	Q3 2023	7
L.M. KOHN & COMPANY	7	7	0.10%	0.11%	0.11%	Q1 2022	Q3 2023	7
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	6	1	0.03%	0.04%	0.05%	Q3 2020	Q3 2023	7
Shinko Asset Management Co., Ltd.	7	7	0.00%	0.00%	0.00%	Q1 2015	Q3 2016	7
Cable Hill Partners, LLC	7	7	0.07%	0.09%	0.12%	Q3 2017	Q1 2019	7
Magnetar Financial LLC	4	1	0.01%	0.02%	0.04%	Q2 2016	Q2 2018	7
GeoWealth Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Beacon Capital Management, LLC	7	7	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	7
HERITAGE WEALTH MANAGEMENT, LLC	4	3	0.00%	0.00%	0.00%	Q1 2021	Q4 2022	7
Edge Advisors, LLC	7	7	0.00%	0.00%	0.00%	Q4 2016	Q2 2018	7
BECK CAPITAL MANAGEMENT, LLC	7	7	0.50%	0.97%	1.27%	Q4 2020	Q2 2022	7
THOMPSON INVESTMENT MANAGEMENT, INC.	4	3	0.01%	0.10%	0.18%	Q1 2021	Q3 2023	7
Outlook Wealth Advisors, LLC	7	7	0.21%	0.24%	0.26%	Q1 2022	Q3 2023	7
DCM Advisors, LLC	5	2	0.12%	0.19%	0.29%	Q4 2020	Q3 2023	7
Machina Capital S.A.S.	2	1	0.04%	0.31%	0.68%	Q1 2019	Q3 2023	7
Charter Oak Capital Management, LLC	7	7	0.01%	0.01%	0.02%	Q4 2020	Q2 2022	7
Belpointe Asset Management LLC	5	1	0.01%	0.02%	0.04%	Q4 2019	Q3 2023	7
AllSquare Wealth Management LLC	7	7	0.02%	0.03%	0.03%	Q1 2022	Q3 2023	7
Mizuho Trust & Banking Co., Ltd.	7	7	0.03%	0.04%	0.06%	Q1 2015	Q3 2016	7
Brookfield Asset Management	4	1	0.00%	0.08%	0.28%	Q4 2014	Q3 2023	7
TrinityPoint Wealth, LLC	4	3	0.05%	0.05%	0.05%	Q4 2021	Q3 2023	7
TRUST DEPARTMENT MB FINANCIAL BANK N A	7	7	0.00%	0.02%	0.02%	Q1 2017	Q3 2018	7
Ashburton (Jersey) Ltd	7	7	0.01%	0.02%	0.04%	Q2 2019	Q4 2020	7
Dynamic Technology Lab Private Ltd	2	1	0.03%	0.06%	0.12%	Q3 2018	Q3 2023	7
One Charles Private Wealth Services, LLC	7	7	0.18%	0.27%	0.37%	Q1 2022	Q3 2023	7
Heartland Bank & Trust Co	7	7	0.32%	0.38%	0.41%	Q1 2022	Q3 2023	7
First Personal Financial Services	5	2	0.00%	0.01%	0.01%	Q3 2019	Q3 2023	7
C M BIDWELL & ASSOCIATES LTD	4	1	0.00%	0.04%	0.07%	Q1 2015	Q3 2023	7
GW&K Investment Management, LLC	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
Integrated Wealth Concepts LLC	4	3	0.01%	0.01%	0.02%	Q3 2021	Q3 2023	7
SEARLE & CO.	7	7	0.64%	0.75%	0.86%	Q2 2020	Q4 2021	7
Melvin Capital Management LP	4	3	0.10%	0.25%	0.47%	Q2 2018	Q3 2020	7
Ullmann Wealth Partners Group, LLC	6	1	0.08%	0.09%	0.09%	Q4 2021	Q3 2023	7
HAZLETT, BURT & WATSON, INC.	7	7	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	7
NEIRG Wealth Management, LLC	7	7	0.12%	0.48%	0.65%	Q4 2021	Q2 2023	7
Seelaus Asset Management LLC	5	2	0.11%	0.17%	0.25%	Q4 2021	Q3 2023	7
Crow Point Partners, LLC	4	3	0.01%	0.01%	0.02%	Q1 2015	Q2 2017	7
EVOKE WEALTH, LLC	4	3	0.00%	0.00%	0.00%	Q3 2019	Q3 2022	7
Border to Coast Pensions Partnership Ltd	7	7	0.86%	1.13%	1.64%	Q1 2022	Q3 2023	7
MONETA GROUP INVESTMENT ADVISORS LLC	3	1	0.00%	0.01%	0.01%	Q2 2018	Q3 2023	7
COMERICA SECURITIES,INC.	7	7	0.02%	0.02%	0.02%	Q1 2022	Q3 2023	7
COLONY GROUP LLC	7	7	0.00%	0.01%	0.02%	Q1 2022	Q3 2023	7
Atria Wealth Solutions, Inc.	7	7	0.04%	0.04%	0.06%	Q1 2022	Q3 2023	7
GHP Investment Advisors, Inc.	7	7	0.00%	0.00%	0.00%	Q1 2022	Q3 2023	7
SHELTON CAPITAL MANAGEMENT	3	1	0.00%	0.11%	0.24%	Q1 2019	Q3 2023	6
1832 Asset Management L.P.	4	2	0.00%	0.00%	0.01%	Q1 2015	Q4 2020	6
BI Asset Management Fondsmaeglerselskab A/S	4	2	0.00%	0.02%	0.04%	Q2 2020	Q3 2023	6
PRIVATE TRUST CO NA	6	6	0.02%	0.02%	0.03%	Q2 2022	Q3 2023	6
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	6	6	0.04%	0.06%	0.10%	Q3 2018	Q4 2019	6
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	6	6	0.00%	0.00%	0.01%	Q4 2017	Q1 2019	6
Capital Advisors, Ltd. LLC	5	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	6
Aston Asset Management, LLC	6	6	1.31%	1.59%	2.08%	Q1 2015	Q2 2016	6
ADVANTAGE INVESTMENT MANAGEMENT, LLC	6	6	0.00%	0.02%	0.04%	Q2 2018	Q3 2019	6
CLINTON GROUP INC	2	1	0.05%	0.09%	0.17%	Q1 2015	Q3 2018	6
Czech National Bank	6	6	0.04%	0.05%	0.05%	Q3 2022	Q4 2023	6
RS INVESTMENT MANAGEMENT CO LLC	6	6	0.34%	0.47%	0.54%	Q1 2015	Q2 2016	6
Virtus Investment Advisers, Inc.	6	6	0.03%	0.05%	0.06%	Q3 2016	Q4 2017	6
Capital Square, LLC	6	6	1.96%	2.11%	2.24%	Q4 2019	Q1 2021	6
Strategic Investment Advisors / MI	5	1	0.11%	0.11%	0.12%	Q1 2022	Q3 2023	6
LA FINANCIERE DE L'ECHIQUIER	6	6	0.23%	0.40%	0.52%	Q2 2022	Q3 2023	6
Natixis Investment Managers International	2	1	0.01%	0.04%	0.08%	Q1 2016	Q2 2022	6
INTECH INVESTMENT MANAGEMENT LLC	6	6	0.14%	0.37%	0.49%	Q2 2022	Q3 2023	6
Highstreet Asset Management Inc.	3	1	0.01%	0.10%	0.23%	Q1 2016	Q4 2019	6
Coastline Trust Co	5	1	0.03%	0.04%	0.05%	Q1 2022	Q3 2023	6
TUCKER ASSET MANAGEMENT LLC	6	6	0.01%	0.01%	0.01%	Q2 2022	Q3 2023	6
BREITER CAPITAL MANAGEMENT INC	6	6	0.44%	1.29%	2.15%	Q4 2020	Q1 2022	6
Lenox Wealth Advisors, LLC	5	1	0.00%	0.00%	0.00%	Q4 2019	Q1 2022	6
Walleye Capital LLC	2	1	0.00%	0.01%	0.02%	Q2 2022	Q3 2023	6
AMERICAN ASSET MANAGEMENT INC.	6	6	0.15%	0.20%	0.23%	Q1 2018	Q2 2019	6
GSI Capital Advisors LLC	6	6	1.05%	1.08%	1.18%	Q2 2017	Q3 2018	6
Coston, McIsaac & Partners	6	6	0.00%	0.00%	0.01%	Q2 2022	Q3 2023	6
Perigon Wealth Management, LLC	3	1	0.01%	0.02%	0.05%	Q3 2011	Q3 2023	6
Azimuth Capital Investment Management LLC	6	6	0.26%	0.28%	0.30%	Q2 2022	Q3 2023	6
Clearstead Trust, LLC	3	3	0.01%	0.11%	0.31%	Q2 2017	Q4 2018	6
Meridian Wealth Partners, LLC	6	6	0.01%	0.01%	0.01%	Q4 2019	Q1 2021	6
DIVIDEND ASSETS CAPITAL, LLC	6	6	0.00%	0.00%	0.00%	Q4 2020	Q1 2022	6
Geneva Advisors, LLC	6	6	0.01%	0.01%	0.01%	Q1 2016	Q2 2017	6
AIA Group Ltd	6	6	0.00%	0.01%	0.01%	Q4 2021	Q1 2023	6
Alpha Paradigm Partners, LLC	4	2	0.05%	0.11%	0.18%	Q4 2020	Q2 2022	6
Welch Group, LLC	4	2	0.01%	0.01%	0.02%	Q1 2022	Q3 2023	6
CREATIVE FINANCIAL DESIGNS INC /ADV	6	6	0.00%	0.01%	0.01%	Q2 2018	Q3 2019	6
TFG Advisers LLC	6	6	0.16%	0.37%	0.55%	Q2 2022	Q3 2023	6
FOX RUN MANAGEMENT, L.L.C.	1	1	0.21%	0.47%	1.15%	Q4 2015	Q2 2023	6
SJS Investment Consulting Inc.	5	1	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	6
Harel Insurance Investments & Financial Services Ltd.	6	6	0.00%	0.00%	0.00%	Q1 2022	Q2 2023	6
ARDSLEY ADVISORY PARTNERS LP	6	6	0.92%	1.32%	1.68%	Q1 2022	Q2 2023	6
Krane Funds Advisors LLC	5	1	0.01%	0.01%	0.02%	Q3 2020	Q1 2022	6
PFS INVESTMENTS INC.	6	6	0.07%	0.08%	0.09%	Q1 2022	Q2 2023	6
DARK FOREST CAPITAL MANAGEMENT LP	4	1	0.00%	0.03%	0.15%	Q2 2021	Q2 2023	6
TRANSATLANTIQUE PRIVATE WEALTH LLC	6	6	0.18%	0.34%	0.42%	Q2 2022	Q3 2023	6
Virtu KCG Holdings LLC	3	1	0.01%	0.02%	0.03%	Q1 2015	Q4 2016	6
MOTCO	4	1	0.00%	0.00%	0.00%	Q2 2019	Q1 2023	6
HHM Wealth Advisors, LLC	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Manchester Capital Management LLC	3	1	0.00%	0.00%	0.01%	Q2 2015	Q3 2023	6
ALETHEA CAPITAL MANAGEMENT, LLC	2	1	0.28%	0.82%	2.68%	Q2 2015	Q2 2021	6
CAPTRUST FINANCIAL ADVISORS	5	1	0.01%	0.07%	0.17%	Q4 2019	Q3 2023	6
CAPITAL ADVISORS INC/OK	5	1	0.05%	0.49%	0.65%	Q4 2016	Q3 2018	6
Price Wealth, LLC	3	1	0.00%	0.00%	0.01%	Q4 2017	Q3 2020	6
Capital Research Global Investors	6	6	0.00%	0.01%	0.01%	Q3 2018	Q4 2019	6
James Hambro & Partners	6	6	0.13%	0.37%	0.49%	Q2 2022	Q3 2023	6
Blue Trust, Inc.	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
CENTRAL BANK & TRUST CO	5	1	0.00%	0.00%	0.00%	Q1 2015	Q4 2021	6
Impax Asset Management Group plc	6	6	0.00%	0.00%	0.00%	Q2 2020	Q3 2021	6
Schubert & Co	6	6	0.06%	0.08%	0.10%	Q4 2021	Q1 2023	6
Snow Park Capital Partners, LP	4	4	0.21%	0.99%	1.93%	Q4 2017	Q3 2018	6
All Season Financial Advisors, Inc.	6	6	0.29%	0.40%	0.50%	Q2 2021	Q3 2022	6
TELEMUS CAPITAL, LLC	6	6	0.05%	0.09%	0.14%	Q4 2019	Q1 2021	6
Metis Global Partners, LLC	4	2	0.03%	0.04%	0.04%	Q1 2022	Q3 2023	6
Ninepoint Partners LP	6	6	0.01%	0.02%	0.04%	Q2 2022	Q3 2023	6
KLINGENSTEIN FIELDS & CO LP	3	1	0.01%	0.01%	0.01%	Q3 2017	Q3 2019	6
Crown Wealth Group, LLC	4	2	0.18%	0.20%	0.23%	Q1 2022	Q3 2023	6
People's United Financial, Inc.	4	2	0.00%	0.07%	0.21%	Q1 2015	Q2 2017	6
M Holdings Securities, Inc.	5	1	0.03%	0.04%	0.04%	Q1 2021	Q1 2023	6
DELPHI MANAGEMENT INC /MA/	4	1	0.97%	1.19%	1.55%	Q1 2021	Q2 2023	6
Virginia National Bank	6	6	0.12%	0.17%	0.23%	Q3 2018	Q4 2019	6
CAMBRIDGE TRUST CO	6	6	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	6
Vancity Investment Management Ltd	5	1	0.22%	1.01%	1.30%	Q4 2020	Q2 2022	6
Assenagon Asset Management S.A.	5	1	0.00%	0.00%	0.00%	Q4 2021	Q3 2023	6
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	6	6	0.03%	0.03%	0.05%	Q2 2022	Q3 2023	6
Orion Portfolio Solutions, LLC	3	3	0.00%	0.00%	0.00%	Q4 2019	Q3 2023	6
OXFORD ASSET MANAGEMENT LLP	2	1	0.01%	0.02%	0.04%	Q1 2017	Q4 2019	6
Apriem Advisors	5	1	0.00%	0.01%	0.03%	Q1 2016	Q1 2022	6
Moisand Fitzgerald Tamayo, LLC	5	5	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	5
InterOcean Capital Group, LLC	3	2	0.01%	0.02%	0.03%	Q2 2022	Q3 2023	5
Red Tortoise LLC	4	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2023	5
Coppell Advisory Solutions LLC	4	1	0.25%	0.29%	0.30%	Q4 2020	Q3 2023	5
WOLFF WIESE MAGANA LLC	3	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	5
Ameritas Investment Company, LLC	2	1	0.00%	0.01%	0.01%	Q4 2018	Q1 2021	5
Naviter Wealth, LLC	5	5	0.12%	0.18%	0.23%	Q3 2022	Q3 2023	5
Santori & Peters, Inc.	2	1	0.14%	0.17%	0.20%	Q4 2018	Q4 2020	5
NewEdge Wealth, LLC	5	5	0.01%	0.02%	0.03%	Q3 2022	Q3 2023	5
CIM INVESTMENT MANAGEMENT INC	5	5	0.19%	0.20%	0.23%	Q1 2019	Q1 2020	5
DOWLING & YAHNKE LLC	5	5	0.02%	0.02%	0.02%	Q3 2021	Q3 2022	5
BRIGHTON JONES LLC	3	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2022	5
Compass Wealth Management LLC	5	5	0.01%	0.01%	0.01%	Q4 2022	Q4 2023	5
Kaizen Advisory, LLC	5	5	0.01%	0.01%	0.02%	Q4 2017	Q4 2018	5
Sunbelt Securities, Inc.	3	1	0.00%	0.02%	0.05%	Q4 2021	Q3 2023	5
GUARDIAN CAPITAL LP	5	5	0.05%	0.10%	0.14%	Q1 2018	Q1 2019	5
MPS Loria Financial Planners, LLC	4	1	0.00%	0.00%	0.01%	Q2 2017	Q1 2021	5
Ameliora Wealth Management Ltd.	5	5	0.00%	0.11%	0.30%	Q3 2022	Q3 2023	5
Dorsey Wright & Associates	4	1	0.07%	0.17%	0.50%	Q2 2022	Q3 2023	5
XTX Topco Ltd	2	1	0.07%	0.09%	0.14%	Q2 2021	Q3 2023	5
Diversified Trust Co	2	1	0.01%	0.02%	0.03%	Q3 2021	Q4 2023	5
Zimmer Partners, LP	4	1	0.01%	0.53%	2.32%	Q4 2017	Q3 2021	5
Clarus Wealth Advisors	5	5	0.02%	0.02%	0.04%	Q2 2018	Q2 2019	5
Lebenthal Asset Management, LLC	5	5	0.04%	0.07%	0.14%	Q1 2016	Q1 2017	5
Stonerise Capital Management, LLC	5	5	8.13%	8.98%	9.67%	Q1 2015	Q1 2016	5
Alberta Investment Management Corp	3	2	0.00%	0.03%	0.10%	Q3 2019	Q3 2023	5
DUBUQUE BANK & TRUST CO	5	5	0.00%	0.00%	0.01%	Q1 2018	Q1 2019	5
NorthCrest Asset Manangement, LLC	5	5	0.02%	0.07%	0.09%	Q3 2022	Q3 2023	5
Cinctive Capital Management LP	5	5	0.11%	0.41%	0.76%	Q2 2022	Q2 2023	5
BlueCrest Capital Management Ltd	3	1	0.01%	0.03%	0.07%	Q1 2016	Q3 2018	5
WBI INVESTMENTS, LLC	5	5	0.70%	0.75%	0.84%	Q4 2020	Q4 2021	5
Hennion & Walsh Asset Management, Inc.	5	5	0.02%	0.09%	0.18%	Q3 2022	Q3 2023	5
DigitalBridge Group, Inc.	5	5	0.34%	0.41%	0.52%	Q3 2022	Q3 2023	5
ADVISOR PARTNERS II, LLC	5	5	0.04%	0.04%	0.05%	Q3 2022	Q3 2023	5
NEW CENTURY INVESTMENT MANAGEMENT, INC	5	5	0.36%	0.56%	0.92%	Q3 2015	Q3 2016	5
Gupta Wealth Management LLC	5	5	0.00%	0.00%	0.01%	Q1 2015	Q1 2016	5
RATIONAL ADVISORS LLC	2	1	0.00%	0.03%	0.08%	Q3 2019	Q4 2022	5
TD Securities (USA) LLC	5	5	0.01%	0.02%	0.04%	Q1 2015	Q1 2016	5
Engineers Gate Manager LP	2	1	0.01%	0.02%	0.03%	Q1 2020	Q3 2023	5
Sugarloaf Wealth Management, LLC	4	1	0.00%	0.00%	0.01%	Q4 2019	Q3 2023	5
SOUTHPORT MANAGEMENT, L.L.C.	5	5	1.43%	3.91%	5.86%	Q2 2020	Q2 2021	5
EP Wealth Advisors, LLC	5	5	0.00%	0.01%	0.02%	Q3 2022	Q3 2023	5
RPg Family Wealth Advisory, LLC	4	1	0.01%	0.01%	0.01%	Q3 2019	Q1 2022	5
SEGALL BRYANT & HAMILL, LLC	5	5	0.00%	0.00%	0.01%	Q2 2022	Q2 2023	5
Ergoteles LLC	3	1	0.01%	0.15%	0.34%	Q2 2021	Q2 2023	5
HOWLAND CAPITAL MANAGEMENT LLC	5	5	0.01%	0.01%	0.02%	Q3 2022	Q3 2023	5
Lee Financial Co	5	5	0.00%	0.00%	0.01%	Q2 2021	Q2 2022	5
Lake Point Wealth Management	5	5	0.00%	0.00%	0.00%	Q2 2021	Q2 2022	5
Gideon Capital Advisors, Inc.	2	1	0.12%	0.24%	0.46%	Q2 2015	Q1 2019	5
Murphy, Middleton, Hinkle & Parker, Inc.	3	2	0.11%	0.13%	0.15%	Q4 2021	Q3 2023	5
Man Group plc	4	1	0.00%	0.00%	0.00%	Q3 2018	Q2 2022	5
Good Life Advisors, LLC	5	5	0.03%	0.04%	0.04%	Q1 2021	Q1 2022	5
RUSSELL FRANK CO/	5	5	0.00%	0.00%	0.01%	Q1 2015	Q1 2016	5
BB&T INVESTMENT SERVICES, INC.	5	5	0.00%	0.01%	0.01%	Q4 2016	Q4 2017	5
Laurel Wealth Advisors, Inc.	3	1	0.02%	0.03%	0.04%	Q1 2021	Q4 2022	5
Railway Pension Investments Ltd	5	5	0.02%	0.03%	0.03%	Q3 2022	Q3 2023	5
Gitterman Wealth Management, LLC	5	5	0.12%	0.19%	0.23%	Q4 2021	Q4 2022	5
KAYNE ANDERSON CAPITAL ADVISORS LP	4	1	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	5
Atria Investments, Inc	4	1	0.01%	0.01%	0.02%	Q1 2018	Q4 2019	5
PartnerRe Asset Management CORP	5	5	0.02%	0.02%	0.02%	Q1 2015	Q1 2016	5
First Allied Advisory Services, Inc.	2	1	0.01%	0.01%	0.02%	Q2 2016	Q3 2020	5
Wallace Capital Management Inc.	2	1	0.03%	0.04%	0.04%	Q2 2016	Q4 2017	5
Guild Investment Management, Inc.	2	1	0.22%	0.64%	2.03%	Q4 2017	Q1 2023	5
Park Avenue Institutional Advisers LLC	5	5	0.03%	0.04%	0.05%	Q2 2015	Q2 2016	5
FNY Partners Fund LP	5	5	0.00%	0.15%	0.28%	Q4 2016	Q4 2017	5
NORTHWEST WEALTH MANAGEMENT, LLC	5	5	0.00%	0.00%	0.01%	Q1 2018	Q1 2019	5
BLUEFIN CAPITAL MANAGEMENT, LLC	2	1	0.01%	0.02%	0.02%	Q4 2020	Q3 2022	5
American Institute for Advanced Investment Management, LLP	5	5	0.43%	0.54%	0.64%	Q3 2022	Q3 2023	5
Financial Engines Advisors L.L.C.	5	5	0.00%	0.00%	0.00%	Q3 2020	Q3 2021	5
Jump Financial, LLC	2	1	0.02%	0.04%	0.07%	Q4 2020	Q3 2023	5
EVERGREEN CAPITAL MANAGEMENT LLC	3	2	0.01%	0.13%	0.22%	Q3 2021	Q3 2023	5
Concord Wealth Partners	3	2	0.00%	0.01%	0.02%	Q4 2020	Q2 2023	5
ROTHSCHILD INVESTMENT LLC /IL	2	1	0.04%	0.04%	0.07%	Q1 2015	Q4 2016	5
Y-Intercept (Hong Kong) Ltd	2	1	0.09%	0.11%	0.17%	Q4 2020	Q1 2023	5
Tradewinds Capital Management, LLC	3	1	0.00%	0.00%	0.01%	Q2 2015	Q4 2021	4
SPOT TRADING L.L.C.	2	2	0.01%	0.01%	0.01%	Q2 2017	Q3 2017	4
Richard W. Paul & Associates, LLC	4	4	0.12%	0.12%	0.13%	Q4 2022	Q3 2023	4
Krilogy Financial LLC	3	1	0.00%	0.00%	0.01%	Q3 2017	Q3 2018	4
TSFG, LLC	4	4	0.00%	0.01%	0.01%	Q2 2019	Q1 2020	4
CHEMICAL BANK	4	4	0.02%	0.02%	0.03%	Q2 2018	Q1 2019	4
tru Independence LLC	3	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2020	4
Transamerica Financial Advisors, Inc.	3	1	0.00%	0.03%	0.06%	Q2 2018	Q2 2019	4
Saturna Capital CORP	4	4	0.00%	0.00%	0.00%	Q1 2015	Q4 2015	4
Martin Capital Partners, LLC	3	1	0.14%	0.17%	0.20%	Q1 2019	Q1 2020	4
VALLEY WEALTH MANAGERS, INC.	4	4	0.03%	0.05%	0.06%	Q3 2019	Q2 2020	4
Capitolis Advisors LLC	3	1	0.00%	0.01%	0.03%	Q4 2020	Q1 2022	4
AMJ Financial Wealth Management	4	4	0.17%	0.19%	0.21%	Q3 2021	Q2 2022	4
Atom Investors LP	2	2	0.02%	0.05%	0.07%	Q1 2019	Q3 2021	4
Cyndeo Wealth Partners, LLC	4	4	0.20%	0.21%	0.22%	Q4 2022	Q3 2023	4
AGF MANAGEMENT LTD	4	4	0.34%	0.38%	0.42%	Q4 2022	Q3 2023	4
AIGEN INVESTMENT MANAGEMENT, LP	1	1	0.03%	0.09%	0.16%	Q2 2020	Q3 2023	4
TOWNSQUARE CAPITAL LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
Cornerstone Wealth Management, LLC	2	2	0.01%	0.02%	0.03%	Q2 2018	Q3 2023	4
CASCADE INVESTMENT GROUP, INC.	4	4	1.27%	1.30%	1.36%	Q4 2022	Q3 2023	4
Center for Financial Planning, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2021	Q3 2022	4
ACCURATE INVESTMENT SOLUTIONS, INC.	2	1	0.00%	0.01%	0.01%	Q1 2016	Q1 2020	4
TOCQUEVILLE ASSET MANAGEMENT L.P.	4	4	0.00%	0.00%	0.01%	Q4 2014	Q3 2015	4
Winch Advisory Services, LLC	4	4	0.01%	0.01%	0.01%	Q2 2017	Q1 2018	4
Heritage Trust Co	4	4	0.13%	0.17%	0.20%	Q4 2022	Q3 2023	4
Orinda Asset Management LLC	2	1	0.84%	2.66%	5.82%	Q3 2018	Q3 2020	4
Connor, Clark & Lunn Investment Management Ltd.	1	1	0.00%	0.01%	0.01%	Q1 2015	Q4 2022	4
Riverview Trust Co	3	1	0.01%	0.02%	0.02%	Q1 2019	Q3 2022	4
Graves Light Lenhart Wealth, Inc.	4	4	0.00%	0.00%	0.00%	Q3 2021	Q2 2022	4
Advisor Resource Council	3	1	0.04%	0.06%	0.10%	Q4 2021	Q1 2023	4
ROOSEVELT INVESTMENT GROUP LLC	4	4	0.04%	0.05%	0.05%	Q4 2021	Q3 2022	4
Bridgecreek Investment Management, LLC	4	4	0.83%	0.96%	1.07%	Q1 2019	Q4 2019	4
CHURCHILL MANAGEMENT Corp	2	1	0.02%	0.11%	0.19%	Q4 2019	Q3 2023	4
BRASADA CAPITAL MANAGEMENT, LP	4	4	0.22%	0.30%	0.36%	Q3 2018	Q2 2019	4
Corient Private Wealth LLC	4	4	0.01%	0.03%	0.05%	Q4 2022	Q3 2023	4
Hanlon Investment Management, Inc.	2	1	0.33%	0.36%	0.42%	Q4 2015	Q1 2017	4
HRT FINANCIAL LP	2	2	0.00%	0.03%	0.06%	Q1 2022	Q3 2023	4
JENNISON ASSOCIATES LLC	3	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2021	4
Park Place Capital Corp	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
G&S Capital LLC	4	4	1.44%	1.76%	2.18%	Q3 2021	Q2 2022	4
COWEN INC.	2	2	0.00%	0.01%	0.02%	Q1 2019	Q2 2019	4
Strait & Sound Wealth Management LLC	4	4	0.63%	0.81%	0.99%	Q4 2022	Q3 2023	4
WealthTrust-Arizona, LLC	4	4	0.00%	0.00%	0.00%	Q1 2018	Q4 2018	4
Blueshift Asset Management, LLC	2	2	0.03%	0.09%	0.18%	Q2 2019	Q1 2022	4
Bleakley Financial Group, LLC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
BOSTON FINANCIAL MANGEMENT LLC	4	4	0.01%	0.01%	0.01%	Q3 2022	Q2 2023	4
FIRST HORIZON CORP	4	4	0.00%	0.00%	0.00%	Q3 2020	Q2 2021	4
GW CAPITAL INC	4	4	1.38%	1.50%	1.63%	Q1 2015	Q4 2015	4
PEAK FINANCIAL ADVISORS LLC	4	4	0.42%	1.71%	3.10%	Q1 2021	Q4 2021	4
Advisory Alpha, LLC	3	1	0.01%	0.01%	0.02%	Q1 2019	Q1 2020	4
NuWave Investment Management, LLC	2	2	0.00%	0.28%	0.62%	Q1 2020	Q3 2021	4
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	2	1	0.00%	0.01%	0.04%	Q4 2019	Q3 2023	4
INFRASTRUCTURE CAPITAL ADVISORS, LLC	4	4	0.02%	0.02%	0.02%	Q4 2017	Q3 2018	4
Surevest, LLC	4	4	0.04%	0.05%	0.05%	Q4 2021	Q3 2022	4
Baker Avenue Asset Management, LP	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
Global Wealth Management Investment Advisory, Inc.	4	4	0.00%	0.00%	0.00%	Q4 2018	Q3 2019	4
Knights of Columbus Asset Advisors LLC	4	4	0.53%	0.58%	0.69%	Q4 2022	Q3 2023	4
H2O AM LLP	4	4	0.01%	0.09%	0.30%	Q1 2020	Q4 2020	4
SYMPHONY ASSET MANAGEMENT LLC	4	4	0.02%	0.09%	0.23%	Q2 2016	Q1 2017	4
EAM Global Investors LLC	4	4	0.29%	0.39%	0.47%	Q3 2021	Q2 2022	4
AEW CAPITAL MANAGEMENT L P	4	4	0.23%	0.30%	0.45%	Q4 2022	Q3 2023	4
Ledyard National Bank	4	4	0.00%	0.01%	0.02%	Q1 2017	Q4 2017	4
NumerixS Investment Technologies Inc	1	1	0.01%	0.04%	0.07%	Q4 2015	Q2 2020	4
Euclid Advisors LLC	3	1	0.00%	0.03%	0.04%	Q2 2015	Q2 2016	4
Trifecta Capital Advisors, LLC	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
EAGLE ASSET MANAGEMENT INC	3	1	0.01%	0.02%	0.05%	Q1 2015	Q3 2023	4
Quintet Private Bank (Europe) S.A.	3	1	0.00%	0.00%	0.00%	Q2 2022	Q3 2023	4
HOLLENCREST CAPITAL MANAGEMENT	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
LBP AM SA	4	4	0.11%	0.12%	0.12%	Q4 2022	Q3 2023	4
Johnson Financial Group, Inc.	3	1	0.00%	0.00%	0.00%	Q2 2018	Q3 2023	4
Lido Advisors, LLC	1	1	0.00%	0.03%	0.07%	Q3 2018	Q3 2023	4
JOYN Advisors, Inc.	4	4	0.00%	0.00%	0.01%	Q1 2018	Q4 2018	4
ASSOCIATED BANC-CORP	4	4	0.00%	0.00%	0.00%	Q1 2020	Q4 2020	4
Integrated Wealth Management	4	4	0.01%	0.01%	0.02%	Q4 2015	Q3 2016	4
Farther Finance Advisors, LLC	4	4	0.01%	0.01%	0.01%	Q4 2022	Q3 2023	4
VIRGINIA RETIREMENT SYSTEMS ET AL	4	4	0.01%	0.02%	0.03%	Q3 2022	Q2 2023	4
A.R.T. Advisors, LLC	2	1	0.01%	0.03%	0.06%	Q3 2015	Q1 2019	4
WEALTHSOURCE PARTNERS, LLC	2	1	0.01%	0.02%	0.02%	Q2 2021	Q2 2023	4
OFI Advisors LLC	4	4	0.04%	0.05%	0.06%	Q4 2014	Q3 2015	4
Garden State Investment Advisory Services LLC	4	4	0.14%	0.16%	0.18%	Q4 2022	Q3 2023	4
Freestone Capital Holdings, LLC	2	2	0.00%	0.01%	0.01%	Q3 2020	Q1 2022	4
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	4	4	0.08%	0.11%	0.16%	Q1 2018	Q4 2018	4
Financial Advocates Investment Management	2	1	0.02%	0.02%	0.02%	Q1 2021	Q3 2022	4
CASTLEARK MANAGEMENT LLC	4	4	0.06%	0.10%	0.14%	Q1 2016	Q4 2016	4
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	4	4	4.96%	6.40%	7.38%	Q4 2021	Q3 2022	4
True Wealth Design, LLC	4	4	0.01%	0.01%	0.02%	Q4 2022	Q3 2023	4
ARMSTRONG ADVISORY GROUP, INC	4	4	0.03%	0.03%	0.03%	Q4 2022	Q3 2023	4
OVERSEA-CHINESE BANKING Corp Ltd	4	4	0.01%	0.04%	0.11%	Q4 2022	Q3 2023	4
Greystone Financial Group, LLC	4	4	1.62%	1.90%	2.24%	Q2 2021	Q1 2022	4
B. Metzler seel. Sohn & Co. Holding AG	4	4	0.01%	0.01%	0.02%	Q4 2020	Q3 2021	4
Laurion Capital Management LP	1	1	0.00%	0.01%	0.01%	Q2 2015	Q2 2023	4
VICUS CAPITAL	3	1	0.03%	0.04%	0.06%	Q1 2021	Q2 2022	4
Brinker Capital Investments, LLC	3	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2022	4
Beverly Hills Private Wealth, LLC	4	4	0.10%	0.13%	0.16%	Q4 2022	Q3 2023	4
Colonial Trust Advisors	4	4	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	4
BEACON INVESTMENT ADVISORS LLC	4	4	0.37%	0.39%	0.42%	Q4 2022	Q3 2023	4
SkyView Investment Advisors, LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Cordant, Inc.	3	3	0.08%	0.10%	0.14%	Q1 2021	Q3 2021	3
Meristem Family Wealth, LLC	2	1	0.03%	0.05%	0.08%	Q3 2017	Q3 2021	3
Index Management Solutions, LLC	2	1	0.00%	0.01%	0.02%	Q4 2014	Q3 2015	3
AUA CAPITAL MANAGEMENT, LLC	3	3	0.03%	0.03%	0.04%	Q2 2017	Q4 2017	3
Executive Wealth Management, LLC	3	3	0.00%	0.00%	0.01%	Q4 2018	Q2 2019	3
NIA IMPACT ADVISORS, LLC	3	3	1.98%	2.30%	2.72%	Q4 2022	Q2 2023	3
MACROVIEW INVESTMENT MANAGEMENT LLC	2	1	0.00%	0.04%	0.05%	Q3 2019	Q3 2023	3
Prossimo Advisors, LLC	3	3	0.25%	0.47%	0.64%	Q1 2023	Q3 2023	3
NewSquare Capital LLC	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
Wealth Quarterback LLC	2	1	0.00%	0.01%	0.01%	Q4 2019	Q3 2021	3
Gratus Capital, LLC	3	3	0.80%	0.82%	0.86%	Q3 2019	Q1 2020	3
Grey Street Capital, LLC	3	3	0.11%	0.15%	0.21%	Q1 2023	Q3 2023	3
Leucadia National	3	3	0.00%	0.01%	0.02%	Q1 2023	Q3 2023	3
WESPAC Advisors, LLC	3	3	1.62%	1.71%	1.86%	Q1 2023	Q3 2023	3
Pictet North America Advisors SA	3	3	0.04%	0.05%	0.06%	Q2 2022	Q4 2022	3
BARINGS LLC	2	1	0.01%	0.03%	0.08%	Q1 2015	Q3 2020	3
REGIONS FINANCIAL CORP	2	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2019	3
ALLSTATE CORP	2	1	0.01%	0.02%	0.03%	Q2 2019	Q2 2022	3
SENTINEL ASSET MANAGEMENT, INC.	2	1	0.01%	0.02%	0.04%	Q4 2014	Q3 2015	3
WADE G W & INC	3	3	0.05%	0.06%	0.06%	Q1 2017	Q3 2017	3
Acorn Wealth Advisors, LLC	3	3	0.02%	0.02%	0.02%	Q4 2017	Q2 2018	3
ARGI Investment Services, LLC	3	3	0.07%	0.07%	0.08%	Q1 2015	Q3 2015	3
First City Capital Management, Inc.	3	3	0.01%	0.01%	0.01%	Q3 2015	Q1 2016	3
LAKE STREET ADVISORS GROUP, LLC	3	3	0.08%	0.10%	0.15%	Q4 2017	Q2 2018	3
Selective Wealth Management, Inc.	3	3	0.07%	0.08%	0.09%	Q1 2022	Q3 2022	3
OMERS ADMINISTRATION Corp	3	3	0.08%	0.11%	0.17%	Q1 2015	Q3 2015	3
FRED ALGER MANAGEMENT, LLC	2	1	0.00%	0.00%	0.00%	Q2 2021	Q2 2023	3
COWEN AND COMPANY, LLC	2	2	0.00%	0.01%	0.02%	Q3 2019	Q4 2019	3
Grove Bank & Trust	2	1	0.00%	0.00%	0.00%	Q2 2017	Q4 2022	3
Strategic Blueprint, LLC	2	1	0.02%	0.02%	0.02%	Q4 2022	Q3 2023	3
MARINO, STRAM & ASSOCIATES LLC	3	3	0.01%	0.01%	0.01%	Q3 2018	Q1 2019	3
Corsicana & Co.	3	3	0.03%	0.03%	0.04%	Q1 2022	Q3 2022	3
Integrated Investment Consultants, LLC	3	3	0.12%	0.14%	0.15%	Q2 2020	Q4 2020	3
Financial Gravity Companies, Inc.	2	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2018	3
Balentine LLC	1	1	0.00%	0.00%	0.01%	Q3 2019	Q2 2022	3
DFPG INVESTMENTS, LLC	3	3	0.03%	0.03%	0.04%	Q1 2023	Q3 2023	3
Quadrant Capital Management, LLC	3	3	0.79%	0.83%	0.86%	Q2 2019	Q4 2019	3
HighPoint Advisor Group LLC	1	1	0.04%	0.06%	0.06%	Q1 2020	Q2 2022	3
KEYBANK NATIONAL ASSOCIATION/OH	3	3	0.00%	0.00%	0.00%	Q1 2021	Q3 2021	3
Athos Capital Ltd	3	3	0.18%	0.26%	0.34%	Q2 2017	Q4 2017	3
Grantham, Mayo, Van Otterloo & Co. LLC	3	3	0.00%	0.00%	0.01%	Q1 2015	Q3 2015	3
Oakworth Capital, Inc.	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2023	3
Crewe Advisors LLC	2	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	3
EverSource Wealth Advisors, LLC	2	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2023	3
Van Hulzen Asset Management, LLC	2	1	0.02%	0.04%	0.05%	Q2 2021	Q1 2022	3
JUPITER ASSET MANAGEMENT LTD	3	3	0.00%	0.01%	0.02%	Q2 2021	Q4 2021	3
Dai-ichi Life Holdings, Inc.	2	1	0.00%	0.01%	0.01%	Q2 2015	Q3 2016	3
Triasima Portfolio Management inc.	2	1	0.02%	0.07%	0.10%	Q2 2022	Q3 2023	3
Wakefield Asset Management LLLP	3	3	0.13%	0.14%	0.15%	Q1 2022	Q3 2022	3
CHILTON CAPITAL MANAGEMENT LLC	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	3	3	0.00%	0.00%	0.01%	Q1 2020	Q3 2020	3
BOSTON ADVISORS LLC	3	3	0.03%	0.03%	0.03%	Q1 2019	Q3 2019	3
Bellwether Investment Group, LLC	2	1	0.01%	0.33%	0.93%	Q2 2016	Q1 2017	3
Wealthspire Advisors, LLC	1	1	0.00%	0.00%	0.01%	Q4 2018	Q3 2023	3
Kapstone Financial Advisors LLC	2	1	0.30%	0.30%	0.31%	Q4 2022	Q3 2023	3
Procyon Advisors, LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
Owl Creek Asset Management, L.P.	3	3	1.59%	5.43%	8.67%	Q1 2015	Q3 2015	3
1776 Wealth LLC	3	3	0.01%	0.01%	0.01%	Q4 2019	Q2 2020	3
RENAISSANCE GROUP LLC	2	1	0.01%	0.01%	0.02%	Q2 2016	Q3 2018	3
Dakota Wealth Management	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
Financial Enhancement Group LLC	3	3	0.00%	0.00%	0.00%	Q2 2020	Q4 2020	3
Global Endowment Management, LP	3	3	0.04%	0.05%	0.06%	Q4 2015	Q2 2016	3
Red Door Wealth Management, LLC	2	1	0.00%	0.01%	0.01%	Q1 2020	Q2 2021	3
AIRE ADVISORS, LLC	2	1	0.06%	0.06%	0.07%	Q1 2022	Q3 2023	3
CYNOSURE ADVISORS, LLC	3	3	0.05%	0.08%	0.13%	Q4 2017	Q2 2018	3
ETRADE Capital Management LLC	2	1	0.01%	0.01%	0.02%	Q4 2018	Q3 2020	3
PFG Investments, LLC	3	3	0.20%	0.21%	0.22%	Q1 2023	Q3 2023	3
MGO ONE SEVEN LLC	2	1	0.00%	0.01%	0.03%	Q4 2017	Q4 2018	3
Atlantic Private Wealth, LLC	3	3	0.54%	0.57%	0.60%	Q3 2022	Q1 2023	3
CoreCap Advisors, LLC	1	1	0.00%	0.04%	0.10%	Q4 2021	Q4 2022	3
BANQUE PICTET & CIE SA	3	3	0.00%	0.00%	0.00%	Q2 2022	Q4 2022	3
Pinnacle Private Wealth, LLC	3	3	0.07%	0.08%	0.09%	Q4 2021	Q2 2022	3
BOKF, NA	3	3	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	3
Nicholas Investment Partners, LP	3	3	0.07%	0.09%	0.10%	Q2 2022	Q4 2022	3
MARCO INVESTMENT MANAGEMENT LLC	2	1	0.02%	0.02%	0.02%	Q4 2021	Q1 2023	3
BOOTHBAY FUND MANAGEMENT, LLC	2	1	0.01%	0.02%	0.02%	Q1 2022	Q3 2023	3
Gryphon Financial Partners LLC	3	3	0.00%	0.00%	0.00%	Q4 2017	Q2 2018	3
Risk Paradigm Group, LLC	3	3	0.02%	0.02%	0.02%	Q3 2017	Q1 2018	3
Trinity Legacy Partners, LLC	2	1	0.38%	0.71%	1.23%	Q4 2018	Q3 2023	3
Castleview Partners, LLC	2	1	0.02%	0.04%	0.07%	Q2 2021	Q1 2022	3
CITY NATIONAL BANK	3	3	0.02%	0.02%	0.02%	Q1 2015	Q3 2015	3
Yorktown Management & Research Co Inc	2	1	0.08%	0.13%	0.23%	Q4 2017	Q2 2019	3
Lapides Asset Management, LLC	3	3	0.13%	0.14%	0.16%	Q4 2019	Q2 2020	3
Foundations Investment Advisors, LLC	3	3	0.01%	0.01%	0.02%	Q1 2023	Q3 2023	3
USCA RIA LLC	3	3	0.03%	0.03%	0.04%	Q3 2019	Q1 2020	3
Trust Co	2	1	0.01%	0.01%	0.02%	Q4 2017	Q4 2019	3
Highlander Capital Management, LLC	2	1	0.01%	0.02%	0.04%	Q4 2020	Q3 2023	3
OSTRUM ASSET MANAGEMENT	3	3	0.09%	0.10%	0.13%	Q1 2023	Q3 2023	3
Prospera Financial Services Inc	2	1	0.00%	0.01%	0.02%	Q3 2020	Q2 2022	3
Arbiter Partners Capital Management LLC	3	3	0.63%	1.08%	1.39%	Q2 2017	Q4 2017	3
ZEVIN ASSET MANAGEMENT LLC	3	3	0.09%	0.10%	0.11%	Q2 2018	Q4 2018	3
Equitable Holdings, Inc.	3	3	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	3
Moreno Evelyn V	3	3	0.05%	0.07%	0.12%	Q2 2022	Q4 2022	3
DEERE & CO	3	3	0.02%	0.02%	0.02%	Q1 2016	Q3 2016	3
NTV ASSET MANAGEMENT LLC	3	3	0.06%	0.07%	0.07%	Q3 2018	Q1 2019	3
RETIREMENT INCOME SOLUTIONS, INC	3	3	0.06%	0.06%	0.07%	Q1 2023	Q3 2023	3
American Assets Capital Advisers, LLC	3	3	0.23%	0.26%	0.31%	Q1 2023	Q3 2023	3
ELEMENT CAPITAL MANAGEMENT LLC	1	1	0.01%	0.02%	0.06%	Q1 2018	Q1 2019	3
TLP GROUP LLC	2	1	0.00%	0.06%	0.19%	Q4 2016	Q4 2017	3
CITIZENS FINANCIAL GROUP INC/RI	3	3	0.00%	0.00%	0.00%	Q3 2019	Q1 2020	3
Onyx Bridge Wealth Group LLC	3	3	0.05%	0.06%	0.08%	Q1 2023	Q3 2023	3
Maven Securities LTD	2	1	0.00%	0.40%	1.19%	Q4 2016	Q4 2022	3
Barrett Asset Management, LLC	3	3	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	3
Campbell & CO Investment Adviser LLC	1	1	0.09%	0.13%	0.20%	Q1 2019	Q3 2021	3
Icon Wealth Partners, LLC	1	1	0.01%	0.01%	0.01%	Q4 2017	Q1 2019	3
Quarry LP	2	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	3
HighTower Trust Company, N.A.	3	3	0.07%	0.07%	0.07%	Q2 2020	Q4 2020	3
Laird Norton Wetherby Trust Company, LLC	3	3	0.03%	0.03%	0.03%	Q3 2021	Q1 2022	3
Trilogy Capital Inc.	3	3	0.00%	0.00%	0.00%	Q1 2018	Q3 2018	3
INTEGRAL DERIVATIVES, LLC	1	1	0.00%	0.00%	0.01%	Q4 2014	Q4 2017	3
C2C Wealth Management, LLC	3	3	0.11%	0.11%	0.12%	Q1 2023	Q3 2023	3
STONERIDGE INVESTMENT PARTNERS LLC	3	3	0.31%	0.56%	0.70%	Q4 2017	Q2 2018	3
Adelante Capital Management LLC	3	3	0.03%	0.04%	0.05%	Q1 2023	Q3 2023	3
Princeton Alpha Management LP	2	1	0.08%	0.14%	0.24%	Q1 2015	Q2 2016	3
Polar Asset Management Partners Inc.	1	1	0.01%	0.02%	0.05%	Q2 2021	Q1 2023	3
IRON Financial LLC	3	3	0.09%	0.20%	0.27%	Q3 2021	Q1 2022	3
CAXTON ASSOCIATES LP	2	1	0.03%	0.05%	0.07%	Q1 2019	Q2 2021	3
BIVIN & ASSOCIATES, INC.	3	3	0.00%	0.00%	0.00%	Q4 2021	Q2 2022	3
Resolution Capital Ltd	2	1	0.11%	1.40%	3.06%	Q2 2016	Q4 2017	3
SIMON QUICK ADVISORS, LLC	2	1	0.00%	0.00%	0.00%	Q2 2019	Q1 2020	3
Armbruster Capital Management, Inc.	3	3	0.00%	0.00%	0.00%	Q2 2016	Q4 2016	3
ICA Group Wealth Management, LLC	3	3	0.01%	0.03%	0.04%	Q4 2022	Q2 2023	3
Xcel Wealth Management, LLC	2	1	0.06%	0.07%	0.07%	Q1 2022	Q2 2023	3
TKG Advisors, LLC	3	3	1.52%	1.68%	1.96%	Q4 2021	Q2 2022	3
New England Research & Management, Inc.	3	3	0.53%	0.59%	0.66%	Q3 2021	Q1 2022	3
CPR Investments Inc.	3	3	0.24%	0.34%	0.48%	Q4 2021	Q2 2022	3
Phocas Financial Corp.	2	1	0.00%	0.02%	0.03%	Q4 2017	Q2 2019	3
Quantamental Technologies LLC	1	1	0.11%	0.21%	0.35%	Q1 2019	Q2 2021	3
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2	2	0.05%	0.05%	0.06%	Q1 2015	Q2 2015	2
BARRETT & COMPANY, INC.	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Parkwood LLC	2	2	0.04%	0.05%	0.06%	Q3 2016	Q4 2016	2
Badgley Phelps Wealth Managers, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Neuberger Berman Canada ULC	1	1	0.07%	0.09%	0.12%	Q1 2015	Q2 2016	2
RPG Investment Advisory, LLC	2	2	0.00%	0.00%	0.00%	Q2 2020	Q3 2020	2
Destiny Wealth Partners, LLC	2	2	0.01%	0.01%	0.01%	Q3 2022	Q4 2022	2
Apollo Management Holdings, L.P.	1	1	0.10%	0.16%	0.23%	Q1 2021	Q4 2021	2
iA Global Asset Management Inc.	2	2	0.00%	0.01%	0.01%	Q2 2023	Q3 2023	2
DoubleLine ETF Adviser LP	2	2	0.33%	0.33%	0.33%	Q4 2022	Q1 2023	2
Ameritas Advisory Services, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q3 2023	2
Laffer Tengler Investments, Inc.	2	2	0.27%	0.28%	0.29%	Q2 2016	Q3 2016	2
Claybrook Capital, LLC	1	1	0.00%	0.11%	0.22%	Q4 2018	Q1 2021	2
Perkins Coie Trust Co	1	1	0.00%	0.00%	0.00%	Q1 2020	Q3 2023	2
Point72 Asset Management, L.P.	2	2	0.02%	0.02%	0.02%	Q1 2023	Q2 2023	2
Alera Investment Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2018	Q1 2019	2
WealthShield Partners, LLC	2	2	0.01%	0.01%	0.01%	Q1 2021	Q2 2021	2
MQS Management LLC	1	1	0.12%	0.15%	0.17%	Q3 2022	Q3 2023	2
Capula Management Ltd	1	1	0.04%	0.05%	0.06%	Q4 2020	Q4 2020	2
BANK OF NOVA SCOTIA TRUST CO	1	1	0.00%	0.01%	0.01%	Q3 2015	Q3 2017	2
Atlas Private Wealth Advisors	2	2	0.01%	0.01%	0.01%	Q2 2021	Q3 2021	2
Golden State Equity Partners	2	2	0.09%	0.09%	0.10%	Q2 2023	Q3 2023	2
Mascoma Wealth Management LLC	1	1	0.01%	0.01%	0.01%	Q1 2021	Q3 2021	2
Ritter Daniher Financial Advisory LLC / DE	2	2	0.00%	0.00%	0.00%	Q2 2022	Q3 2022	2
ShoreHaven Wealth Partners, LLC	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
Point72 Middle East FZE	1	1	0.00%	0.07%	0.14%	Q4 2022	Q3 2023	2
MANAGED ACCOUNT ADVISORS LLC	2	2	0.01%	0.01%	0.01%	Q1 2015	Q2 2015	2
CASTLE WEALTH MANAGEMENT LLC	2	2	0.01%	0.01%	0.01%	Q2 2022	Q3 2022	2
Tuttle Capital Management, LLC	1	1	0.13%	0.19%	0.24%	Q3 2020	Q1 2021	2
Avitas Wealth Management LLC	2	2	0.59%	0.61%	0.63%	Q2 2018	Q3 2018	2
Timber Hill LLC	1	1	0.01%	0.03%	0.06%	Q2 2015	Q4 2017	2
Chesley Taft & Associates LLC	1	1	0.05%	0.06%	0.06%	Q1 2015	Q3 2023	2
Cardinal Point Capital Management, ULC	2	2	0.14%	0.14%	0.15%	Q4 2022	Q1 2023	2
American Financial Network Advisory Services LLC	2	2	0.15%	0.17%	0.19%	Q3 2017	Q4 2017	2
Folger Hill Asset Management LP	2	2	0.03%	0.04%	0.05%	Q1 2017	Q2 2017	2
HERNDON CAPITAL MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q2 2016	Q3 2016	2
Activest Wealth Management	2	2	0.01%	0.02%	0.04%	Q3 2022	Q4 2022	2
Yellowstone Partners, LLC	2	2	1.97%	2.04%	2.10%	Q4 2013	Q1 2014	2
Alpine Global Management, LLC	1	1	0.11%	0.12%	0.13%	Q4 2017	Q4 2019	2
Morris Capital Advisors, LLC	2	2	0.17%	0.17%	0.18%	Q2 2021	Q3 2021	2
HANSEATIC MANAGEMENT SERVICES INC	2	2	0.01%	0.01%	0.01%	Q2 2016	Q3 2016	2
RITTER DANIHER FINANCIAL ADVISORY LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Optiver Holding B.V.	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
WP Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
Holocene Advisors, LP	1	1	0.00%	0.01%	0.01%	Q1 2018	Q1 2023	2
New England Investment & Retirement Group, Inc.	2	2	0.06%	0.06%	0.07%	Q2 2021	Q3 2021	2
MANCHESTER FINANCIAL INC	2	2	0.00%	0.00%	0.00%	Q3 2020	Q4 2020	2
Lebenthal Holdings,LLC	2	2	0.05%	0.06%	0.06%	Q1 2016	Q2 2016	2
Kore Private Wealth LLC	2	2	0.00%	0.00%	0.00%	Q1 2020	Q2 2020	2
Summit Global Investments	2	2	0.79%	0.82%	0.84%	Q2 2018	Q3 2018	2
Barnett & Company, Inc.	2	2	0.03%	0.03%	0.03%	Q2 2019	Q3 2019	2
Princeton Global Asset Management LLC	1	1	0.01%	0.02%	0.02%	Q1 2019	Q1 2022	2
Cadence Bank	2	2	0.03%	0.03%	0.03%	Q2 2023	Q3 2023	2
CALDWELL SUTTER CAPITAL, INC.	2	2	0.00%	0.00%	0.00%	Q2 2023	Q3 2023	2
DAVIS R M INC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q3 2023	2
TWINBEECH CAPITAL LP	1	1	0.01%	0.04%	0.08%	Q2 2022	Q2 2023	2
UniSuper Management Pty Ltd	2	2	0.10%	0.11%	0.11%	Q2 2023	Q3 2023	2
Clear Harbor Asset Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q3 2020	2
Cooper Financial Group	2	2	0.04%	0.04%	0.05%	Q2 2021	Q3 2021	2
Atomi Financial Group, Inc.	2	2	0.14%	0.14%	0.15%	Q1 2023	Q2 2023	2
Joseph P. Lucia & Associates, LLC	1	1	0.00%	0.00%	0.00%	Q1 2021	Q2 2022	2
HGI Capital Management, LLC	2	2	0.37%	0.65%	0.93%	Q2 2023	Q3 2023	2
Fortis Capital Advisors, LLC	2	2	0.00%	0.00%	0.00%	Q4 2022	Q1 2023	2
Householder Group Estate & Retirement Specialist, LLC	1	1	0.00%	0.05%	0.10%	Q1 2023	Q3 2023	2
Tradewinds, LLC.	1	1	0.15%	0.15%	0.15%	Q2 2022	Q3 2023	2
FDO Partners, LLC	1	1	0.29%	0.37%	0.44%	Q4 2015	Q2 2017	2
Dynamic Capital Management Ltd	1	1	0.07%	0.12%	0.17%	Q1 2015	Q2 2016	2
First Capital Advisors Group, LLC.	1	1	0.00%	0.01%	0.01%	Q1 2018	Q2 2023	2
West Tower Group, LLC	2	2	0.02%	0.03%	0.04%	Q2 2023	Q3 2023	2
DE BURLO GROUP INC	2	2	0.35%	0.44%	0.52%	Q3 2022	Q4 2022	2
L & S Advisors Inc	1	1	0.16%	0.25%	0.33%	Q1 2019	Q3 2023	2
AdvisorShares Investments LLC	2	2	0.21%	0.22%	0.23%	Q2 2022	Q3 2022	2
MinichMacGregor Wealth Management, LLC	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
Consolidated Planning Corp	1	1	0.00%	0.50%	1.00%	Q3 2021	Q2 2022	2
V-Square Quantitative Management LLC	2	2	0.07%	0.11%	0.14%	Q2 2023	Q3 2023	2
REILLY FINANCIAL ADVISORS, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2021	2
Fund Management at Engine No. 1 LLC	2	2	0.04%	0.04%	0.04%	Q2 2023	Q3 2023	2
NORTHWEST INVESTMENT COUNSELORS, LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q3 2023	2
Fortitude Advisory Group L.L.C.	2	2	0.01%	0.01%	0.02%	Q4 2021	Q1 2022	2
Jupiter Investment Management Ltd	1	1	0.01%	0.03%	0.05%	Q1 2015	Q4 2017	2
Willingdon Wealth Management	2	2	1.01%	1.07%	1.13%	Q2 2016	Q3 2016	2
COURIER CAPITAL LLC	2	2	0.24%	0.24%	0.24%	Q2 2023	Q3 2023	2
MIRABELLA FINANCIAL SERVICES LLP	1	1	0.28%	0.40%	0.51%	Q2 2022	Q2 2023	2
Evolution Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q2 2019	Q4 2019	2
AMF Tjanstepension AB	2	2	0.15%	0.16%	0.17%	Q3 2017	Q4 2017	2
FORA Capital, LLC	1	1	0.07%	0.10%	0.14%	Q4 2019	Q4 2020	2
BANCED CORP	2	2	0.38%	0.42%	0.47%	Q1 2015	Q2 2015	2
Emerald Acquisition Ltd.	2	2	0.01%	0.01%	0.01%	Q2 2016	Q3 2016	2
Invictus RG Pte. Ltd.	2	2	0.02%	0.05%	0.09%	Q1 2015	Q2 2015	2
Stone Ridge Asset Management LLC	2	2	0.10%	0.21%	0.32%	Q4 2018	Q1 2019	2
ADVANCE CAPITAL I INC	1	1	0.22%	0.28%	0.35%	Q3 2015	Q1 2016	2
Corbenic Partners LLC	2	2	0.01%	0.01%	0.01%	Q4 2021	Q1 2022	2
Meridian Wealth Management, LLC	2	2	0.18%	0.20%	0.22%	Q1 2019	Q2 2019	2
TCTC Holdings, LLC	2	2	0.00%	0.00%	0.00%	Q3 2021	Q4 2021	2
Dixon Hughes Goodman Wealth Advisors LLC	2	2	0.00%	0.00%	0.00%	Q4 2021	Q1 2022	2
Allred Capital Management, LLC	1	1	0.00%	0.01%	0.01%	Q4 2019	Q1 2021	2
HUSSMAN STRATEGIC ADVISORS, INC.	2	2	0.50%	0.51%	0.53%	Q4 2021	Q1 2022	2
MILLER HOWARD INVESTMENTS INC /NY	2	2	0.10%	0.10%	0.11%	Q3 2018	Q4 2018	2
PVG ASSET MANAGEMENT CORP	2	2	0.38%	0.40%	0.42%	Q3 2019	Q4 2019	2
Jump Trading, LLC	1	1	0.04%	0.07%	0.10%	Q4 2017	Q1 2019	2
Philadelphia Financial Management of San Francisco, LLC	2	2	2.46%	2.94%	3.42%	Q2 2016	Q3 2016	2
GAMCO INVESTORS, INC. ET AL	2	2	0.00%	0.01%	0.01%	Q4 2019	Q1 2020	2
Standard Family Office LLC	2	2	0.00%	0.00%	0.00%	Q1 2021	Q2 2021	2
Savant Capital, LLC	2	2	0.01%	0.01%	0.01%	Q2 2023	Q3 2023	2
Beacon Pointe Advisors, LLC	1	1	0.00%	0.01%	0.01%	Q1 2022	Q3 2023	2
First Trust Direct Indexing L.P.	2	2	0.02%	0.03%	0.03%	Q1 2022	Q2 2022	2
Beaumont Financial Advisors, LLC	2	2	0.02%	0.02%	0.02%	Q2 2023	Q3 2023	2
Oak Thistle LLC	1	1	0.17%	0.24%	0.32%	Q1 2022	Q3 2023	2
Weiss Asset Management LP	1	1	0.02%	0.02%	0.02%	Q1 2021	Q2 2023	2
Strategic Financial Concepts, LLC	2	2	0.08%	0.09%	0.09%	Q1 2023	Q2 2023	2
KOCH INDUSTRIES INC	1	1	0.05%	0.08%	0.10%	Q2 2017	Q1 2018	2
OLD MISSION CAPITAL LLC	1	1	0.01%	0.01%	0.02%	Q2 2017	Q1 2021	2
Peoples Bank/KS	2	2	0.06%	0.07%	0.07%	Q3 2023	Q4 2023	2
JT Stratford LLC	2	2	0.15%	0.20%	0.25%	Q1 2019	Q2 2019	2
BRANT POINT INVESTMENT MANAGEMENT LLC	2	2	0.17%	0.19%	0.22%	Q2 2016	Q3 2016	2
TFS CAPITAL LLC	2	2	0.04%	0.08%	0.11%	Q2 2015	Q3 2015	2
NEW YORK LIFE TRUST CO	2	2	0.09%	0.15%	0.20%	Q1 2016	Q2 2016	2
Seminole Management Co., Inc.	2	2	0.11%	0.14%	0.17%	Q2 2016	Q3 2016	2
WEALTHCARE CAPITAL MANAGEMENT LLC	2	2	0.00%	0.00%	0.00%	Q1 2015	Q2 2015	2
QUANTRES ASSET MANAGEMENT Ltd	1	1	0.18%	0.56%	0.95%	Q2 2015	Q3 2016	2
PA Capital LLC	2	2	0.39%	0.57%	0.75%	Q2 2020	Q3 2020	2
Edge Wealth Management LLC	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
JB Capital LLC	2	2	0.08%	0.08%	0.08%	Q1 2022	Q2 2022	2
Rockbridge Investment Management, LCC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q4 2020	2
Keebeck Wealth Management, LLC	1	1	0.00%	0.00%	0.01%	Q4 2019	Q2 2020	2
Personal Wealth Partners	2	2	0.00%	0.00%	0.00%	Q3 2019	Q4 2019	2
Asset Dedication, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q3 2023	2
MONEY CONCEPTS CAPITAL CORP	1	1	0.01%	0.01%	0.01%	Q1 2022	Q4 2022	2
AustralianSuper Pty Ltd	2	2	0.10%	0.10%	0.11%	Q4 2021	Q1 2022	2
Waverly Advisors, LLC	1	1	0.09%	0.11%	0.13%	Q4 2015	Q3 2023	2
Sturgeon Ventures LLP	2	2	0.01%	0.01%	0.02%	Q2 2023	Q3 2023	2
TCG Advisory Services, LLC	2	2	0.08%	0.08%	0.09%	Q2 2023	Q3 2023	2
Bluefin Trading, LLC	2	2	0.00%	0.01%	0.02%	Q3 2019	Q4 2019	2
Gyon Technologies Capital Management, LP	1	1	0.12%	0.29%	0.46%	Q3 2020	Q1 2021	2
Ellsworth Advisors, LLC	2	2	0.44%	0.46%	0.48%	Q2 2023	Q3 2023	2
ACCIDENT COMPENSATION CORP	2	2	0.06%	0.09%	0.12%	Q4 2017	Q1 2018	2
Itau Unibanco Holding S.A.	1	1	0.01%	0.01%	0.02%	Q2 2019	Q4 2019	2
Lombard Odier Asset Management (Europe) Ltd	2	2	0.02%	0.02%	0.02%	Q4 2020	Q1 2021	2
Coppell Advisory Solutions Corp.	2	2	0.29%	0.29%	0.29%	Q4 2022	Q1 2023	2
Cambria Investment Management, L.P.	1	1	0.02%	0.03%	0.04%	Q2 2021	Q2 2023	2
MUFG Securities EMEA plc	2	2	0.00%	0.00%	0.00%	Q2 2018	Q3 2018	2
Hexavest Inc.	2	2	0.44%	0.45%	0.47%	Q2 2018	Q3 2018	2
MRA Advisory Group	2	2	0.19%	0.19%	0.20%	Q1 2023	Q2 2023	2
Blackhawk Capital Partners LLC.	1	1	0.78%	0.96%	1.15%	Q4 2018	Q2 2019	2
Roberts Wealth Advisors, LLC	2	2	0.73%	0.74%	0.76%	Q3 2021	Q4 2021	2
Quantedge Capital Pte Ltd	2	2	0.28%	0.28%	0.29%	Q2 2021	Q3 2021	2
Corient Capital Partners, LLC	1	1	0.02%	0.02%	0.02%	Q1 2022	Q3 2022	2
LOEB PARTNERS CORP	2	2	0.09%	0.10%	0.12%	Q1 2015	Q2 2015	2
SOA Wealth Advisors, LLC.	2	2	0.00%	0.00%	0.00%	Q4 2020	Q1 2021	2
GTS SECURITIES LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	2
ZEKE CAPITAL ADVISORS, LLC	2	2	0.03%	0.05%	0.07%	Q3 2017	Q4 2017	2
IMS Capital Management	1	1	0.19%	0.19%	0.19%	Q1 2021	Q1 2021	1
Chiron Investment Management, LLC	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
Ignite Planners, LLC	1	1	0.36%	0.36%	0.36%	Q3 2023	Q3 2023	1
ORG Partners LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Transform Wealth, LLC	1	1	0.11%	0.11%	0.11%	Q4 2017	Q4 2017	1
Banco BTG Pactual S.A.	1	1	0.06%	0.06%	0.06%	Q3 2023	Q3 2023	1
PROVENCE WEALTH MANAGEMENT GROUP	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Hudson Bay Capital Management LP	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
ClariVest Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
Crabel Capital Management, LLC	1	1	0.14%	0.14%	0.14%	Q4 2019	Q4 2019	1
QRG CAPITAL MANAGEMENT, INC.	1	1	0.15%	0.15%	0.15%	Q3 2023	Q3 2023	1
ANALYTIC INVESTORS, LLC	1	1	0.04%	0.04%	0.04%	Q2 2016	Q2 2016	1
CALTON & ASSOCIATES, INC.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Arlington Capital Management, Inc.	1	1	0.25%	0.25%	0.25%	Q4 2016	Q4 2016	1
Core Alternative Capital	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
Coatue Management	1	1	0.01%	0.01%	0.01%	Q4 2019	Q4 2019	1
Legacy Wealth Partners, Inc.	1	1	0.15%	0.15%	0.15%	Q2 2020	Q2 2020	1
HIGHBRIDGE CAPITAL MANAGEMENT LLC	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
AlphaOne Investment Services, LLC	1	1	0.01%	0.01%	0.01%	Q1 2018	Q1 2018	1
Meiji Yasuda Life Insurance Co	1	1	0.04%	0.04%	0.04%	Q1 2016	Q1 2016	1
Nemes Rush Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Baldrige Asset Management LLC	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
MUFG Americas Holdings Corp	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
STONNINGTON GROUP, LLC	1	1	0.02%	0.02%	0.02%	Q4 2021	Q4 2021	1
Somerset Trust Co	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Regent Peak Wealth Advisors LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Rain Capital Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
GRAND JEAN CAPITAL MANAGEMENT INC	1	1	0.09%	0.09%	0.09%	Q4 2017	Q4 2017	1
McElhenny Sheffield Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
INCEPTIONR LLC	1	1	0.28%	0.28%	0.28%	Q3 2023	Q3 2023	1
Lloyd Advisory Services, LLC.	1	1	0.02%	0.02%	0.02%	Q1 2022	Q1 2022	1
WFG Advisors, LP	1	1	0.00%	0.00%	0.00%	Q2 2017	Q2 2017	1
ACG Wealth	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
BDO Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
KINGSWOOD WEALTH ADVISORS, LLC	1	1	0.05%	0.05%	0.05%	Q3 2023	Q3 2023	1
Kula Investments, LLC	1	1	0.06%	0.06%	0.06%	Q1 2023	Q1 2023	1
DecisionPoint Financial, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
GOFEN & GLOSSBERG LLC /IL/	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Pinnacle Wealth Planning Services, Inc.	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
IBEX WEALTH ADVISORS	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
Wellington Shields Capital Management, LLC	1	1	0.04%	0.04%	0.04%	Q3 2018	Q3 2018	1
Weaver Consulting Group	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
LUPO SECURITIES, LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
DAVIDSON INVESTMENT ADVISORS	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
Safeguard Financial, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
BOSTON PRIVATE BANK & TRUST CO	1	1	0.01%	0.01%	0.01%	Q1 2015	Q1 2015	1
KESTRA PRIVATE WEALTH SERVICES, LLC	1	1	0.15%	0.15%	0.15%	Q3 2020	Q3 2020	1
Choate Investment Advisors	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
TCWP LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
First Command Advisory Services, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Systematic Alpha Investments, LLC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
Genesee Capital Advisors, LLC	1	1	0.35%	0.35%	0.35%	Q3 2023	Q3 2023	1
Castle Financial & Retirement Planning Associates, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2021	Q4 2021	1
Garrett Wealth Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
Carmel Capital Partners, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Community Bank, N.A.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
DF DENT & CO INC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
Polaris Wealth Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Paulson Wealth Management Inc.	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Squar Milner Financial Services LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Core Wealth Advisors, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2020	Q4 2020	1
Telemetry Investments, L.L.C.	1	1	0.16%	0.16%	0.16%	Q2 2015	Q2 2015	1
DIXON HUBARD FEINOUR & BROWN INC/VA	1	1	0.04%	0.04%	0.04%	Q2 2022	Q2 2022	1
HEITMAN REAL ESTATE SECURITIES LLC	1	1	3.11%	3.11%	3.11%	Q3 2023	Q3 2023	1
Danda Trouve Investment Management, Inc.	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
Amalgamated Financial Corp.	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Rossmore Private Capital	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
CTC Alternative Strategies, Ltd.	1	1	0.40%	0.40%	0.40%	Q2 2023	Q2 2023	1
Navis Wealth Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q4 2020	Q4 2020	1
MARIETTA INVESTMENT PARTNERS LLC	1	1	0.08%	0.08%	0.08%	Q3 2016	Q3 2016	1
Riverwater Partners LLC	1	1	0.19%	0.19%	0.19%	Q1 2023	Q1 2023	1
OAKWOOD CAPITAL MANAGEMENT LLC/CA	1	1	0.07%	0.07%	0.07%	Q1 2015	Q1 2015	1
GUARDIAN INVESTOR SERVICES LLC	1	1	0.04%	0.04%	0.04%	Q1 2015	Q1 2015	1
DUFF & PHELPS INVESTMENT MANAGEMENT CO	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
Lourd Capital, LLC	1	1	0.02%	0.02%	0.02%	Q4 2017	Q4 2017	1
WELD CAPITAL MANAGEMENT LLC	1	1	0.16%	0.16%	0.16%	Q3 2020	Q3 2020	1
SEAVIEW INVESTMENT MANAGERS LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
SECOR Capital Advisors, LP	1	1	0.11%	0.11%	0.11%	Q4 2017	Q4 2017	1
Bremer Bank National Association	1	1	0.01%	0.01%	0.01%	Q1 2019	Q1 2019	1
Thor Advisors, LLC	1	1	0.47%	0.47%	0.47%	Q1 2019	Q1 2019	1
DRIVE WEALTH MANAGEMENT, LLC	1	1	0.24%	0.24%	0.24%	Q1 2023	Q1 2023	1
Syverson Strege & Co	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
LANDAAS & CO /WI /ADV	1	1	0.01%	0.01%	0.01%	Q2 2018	Q2 2018	1
MANA Advisors LLC	1	1	0.29%	0.29%	0.29%	Q1 2018	Q1 2018	1
QCM Cayman, Ltd.	1	1	0.13%	0.13%	0.13%	Q3 2015	Q3 2015	1
Wharton Business Group, LLC	1	1	0.77%	0.77%	0.77%	Q1 2015	Q1 2015	1
TAP Consulting, LLC	1	1	0.04%	0.04%	0.04%	Q4 2021	Q4 2021	1
Legacy Financial Advisors, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Crescent Grove Advisors, LLC	1	1	0.03%	0.03%	0.03%	Q2 2022	Q2 2022	1
Century Capital Management, LLC	1	1	0.25%	0.25%	0.25%	Q2 2016	Q2 2016	1
Jaffetilchin Investment Partners, LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
AlphaStar Capital Management, LLC	1	1	0.02%	0.02%	0.02%	Q3 2021	Q3 2021	1
Glaxis Capital Management, LLC	1	1	1.08%	1.08%	1.08%	Q4 2019	Q4 2019	1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
NEXT Financial Holdings	1	1	0.00%	0.00%	0.00%	Q1 2019	Q1 2019	1
Marshall Wace North America L.P.	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
Wilks Brothers, LLC	1	1	3.60%	3.60%	3.60%	Q2 2019	Q2 2019	1
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
1620 INVESTMENT ADVISORS, INC.	1	1	0.60%	0.60%	0.60%	Q2 2023	Q2 2023	1
Allegis Investment Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Advisors Preferred, LLC	1	1	0.18%	0.18%	0.18%	Q3 2023	Q3 2023	1
Waratah Capital Advisors Ltd.	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Secure Asset Management, LLC	1	1	0.19%	0.19%	0.19%	Q2 2020	Q2 2020	1
Interval Partners, LP	1	1	0.20%	0.20%	0.20%	Q2 2020	Q2 2020	1
Golden State Wealth Management, LLC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
Delta Lloyd Asset Management N.V.	1	1	0.05%	0.05%	0.05%	Q2 2017	Q2 2017	1
BRINKER CAPITAL INC	1	1	0.04%	0.04%	0.04%	Q2 2017	Q2 2017	1
FIRST CITIZENS BANK & TRUST CO	1	1	0.22%	0.22%	0.22%	Q4 2017	Q4 2017	1
Enterprise Trust & Investment Co	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	1	1	0.00%	0.00%	0.00%	Q4 2015	Q4 2015	1
Column Capital Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q2 2020	Q2 2020	1
Bank Julius Baer & Co. Ltd, Zurich	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
GIRARD PARTNERS LTD.	1	1	0.02%	0.02%	0.02%	Q3 2018	Q3 2018	1
1900 WEALTH MANAGEMENT LLC	1	1	0.03%	0.03%	0.03%	Q3 2023	Q3 2023	1
COMERICA SECURITIES INC	1	1	0.38%	0.38%	0.38%	Q1 2017	Q1 2017	1
Delpha Capital Management, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
GoalVest Advisory LLC	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
FourThought Financial, LLC	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Kowal Investment Group, LLC	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
RESOURCES MANAGEMENT CORP /CT/ /ADV	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
RESOURCE CONSULTING GROUP INC	1	1	0.10%	0.10%	0.10%	Q4 2021	Q4 2021	1
Asset Advisors Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
MADISON WEALTH MANAGEMENT	1	1	0.11%	0.11%	0.11%	Q4 2019	Q4 2019	1
Quantitative Systematic Strategies LLC	1	1	0.08%	0.08%	0.08%	Q4 2015	Q4 2015	1
Connectus Wealth, LLC	1	1	0.07%	0.07%	0.07%	Q3 2023	Q3 2023	1
Frontier Wealth Management LLC	1	1	0.20%	0.20%	0.20%	Q2 2022	Q2 2022	1
WJ Interests, LLC	1	1	0.01%	0.01%	0.01%	Q4 2022	Q4 2022	1
CCG WEALTH MANAGEMENT, LLC	1	1	0.17%	0.17%	0.17%	Q2 2021	Q2 2021	1
SHINE INVESTMENT ADVISORY SERVICES INC	1	1	0.00%	0.00%	0.00%	Q1 2020	Q1 2020	1
Inscription Capital, LLC	1	1	0.03%	0.03%	0.03%	Q2 2021	Q2 2021	1
KBI Global Investors Ltd	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Freedman Financial Associates, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2022	Q1 2022	1
Westover Capital Advisors, LLC	1	1	0.11%	0.11%	0.11%	Q1 2019	Q1 2019	1
Impact Partnership Wealth, LLC	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Pictet Asset Management Holding SA	1	1	0.25%	0.25%	0.25%	Q3 2023	Q3 2023	1
Zurich Insurance Group Ltd/FI	1	1	0.03%	0.03%	0.03%	Q1 2017	Q1 2017	1
Safeguard Investment Advisory Group, LLC	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
HC FINANCIAL ADVISORS INC	1	1	0.01%	0.01%	0.01%	Q3 2020	Q3 2020	1
CHICAGO EQUITY PARTNERS LLC	1	1	0.02%	0.02%	0.02%	Q2 2015	Q2 2015	1
Allen Mooney & Barnes Investment Advisors LLC	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
MEITAV INVESTMENT HOUSE LTD	1	1	0.02%	0.02%	0.02%	Q1 2019	Q1 2019	1
Strategic Wealth Partners, Ltd.	1	1	0.01%	0.01%	0.01%	Q2 2019	Q2 2019	1
Altus Wealth Group LLC	1	1	0.02%	0.02%	0.02%	Q4 2020	Q4 2020	1
Secrest Blakey & Associates, LLC	1	1	0.04%	0.04%	0.04%	Q1 2019	Q1 2019	1
Capital Wealth Alliance, LLC	1	1	0.00%	0.00%	0.00%	Q4 2019	Q4 2019	1
Total Clarity Wealth Management, Inc.	1	1	0.01%	0.01%	0.01%	Q2 2022	Q2 2022	1
Vantage Consulting Group Inc	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Geller Advisors LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
MCF Advisors LLC	1	1	0.00%	0.00%	0.00%	Q2 2016	Q2 2016	1
CARL STUART INVESTMENT ADVISOR, INC	1	1	0.05%	0.05%	0.05%	Q1 2022	Q1 2022	1
Stone House Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Kalos Management, Inc.	1	1	0.07%	0.07%	0.07%	Q1 2023	Q1 2023	1
Piermont Capital Management Inc.	1	1	0.16%	0.16%	0.16%	Q2 2016	Q2 2016	1
Pinkerton Retirement Specialists, LLC	1	1	0.10%	0.10%	0.10%	Q2 2016	Q2 2016	1
Avantax Planning Partners, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2018	Q1 2018	1
Muzinich & Co., Inc.	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
Cornerstone Planning Group LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Brown Miller Wealth Management, LLC	1	1	0.20%	0.20%	0.20%	Q4 2020	Q4 2020	1
Accel Wealth Management	1	1	0.00%	0.00%	0.00%	Q4 2020	Q4 2020	1
Almanack Investment Partners, LLC.	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Canton Hathaway, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Hunt Lane Capital LP	1	1	4.93%	4.93%	4.93%	Q2 2019	Q2 2019	1
SOCIETE GENERALE	1	1	0.01%	0.01%	0.01%	Q2 2016	Q2 2016	1
Phoenix Holdings Ltd.	1	1	0.03%	0.03%	0.03%	Q1 2020	Q1 2020	1
Soros Fund Management	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Tortoise Investment Management, LLC	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
Iron Horse Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
SHERBROOKE PARK ADVISERS LLC	1	1	0.10%	0.10%	0.10%	Q3 2023	Q3 2023	1
My Personal CFO, LLC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Accurate Wealth Management, LLC	1	1	0.02%	0.02%	0.02%	Q4 2022	Q4 2022	1
MAPLELANE CAPITAL, LLC	1	1	0.29%	0.29%	0.29%	Q2 2021	Q2 2021	1
Lion Street Advisors, LLC	1	1	0.02%	0.02%	0.02%	Q1 2020	Q1 2020	1
LONGFELLOW INVESTMENT MANAGEMENT CO LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
R&F Capital Advisors LP	1	1	0.11%	0.11%	0.11%	Q4 2016	Q4 2016	1
Monashee Investment Management LLC	1	1	4.40%	4.40%	4.40%	Q4 2017	Q4 2017	1
Claro Advisors LLC	1	1	0.07%	0.07%	0.07%	Q4 2018	Q4 2018	1
Summit Trail Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
FineMark National Bank & Trust	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Capital Asset Advisory Services LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Cape Investment Advisory, Inc.	1	1	0.00%	0.00%	0.00%	Q1 2023	Q1 2023	1
UBS OCONNOR LLC	1	1	0.02%	0.02%	0.02%	Q2 2015	Q2 2015	1
Brevan Howard Capital Management LP	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Prostatis Group LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
OneDigital Investment Advisors LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
MARINER INDEPENDENT ADVISOR NETWORK, LLC	1	1	0.88%	0.88%	0.88%	Q1 2017	Q1 2017	1
Hodges Capital Management Inc.	1	1	0.08%	0.08%	0.08%	Q3 2023	Q3 2023	1
Campbell Wealth Management	1	1	0.00%	0.00%	0.00%	Q2 2020	Q2 2020	1
Amplius Wealth Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q4 2021	Q4 2021	1
Beacon Bridge Wealth Partners, LLC	1	1	0.11%	0.11%	0.11%	Q3 2023	Q3 2023	1
FIRST NEW YORK SECURITIES LLC /NY	1	1	0.00%	0.00%	0.00%	Q3 2016	Q3 2016	1
Ascent Group, LLC	1	1	0.03%	0.03%	0.03%	Q1 2022	Q1 2022	1
Reby Advisors, LLC	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	1	1	0.00%	0.00%	0.00%	Q3 2018	Q3 2018	1
Bollard Group LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
Parametrica Management Ltd	1	1	0.17%	0.17%	0.17%	Q3 2017	Q3 2017	1
BREMER TRUST NATIONAL ASSOCIATION	1	1	0.01%	0.01%	0.01%	Q4 2018	Q4 2018	1
CHANNEL WEALTH LLC	1	1	0.10%	0.10%	0.10%	Q4 2023	Q4 2023	1
Harbour Capital Advisors, LLC	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Compagnie Lombard Odier SCmA	1	1	0.00%	0.00%	0.00%	Q1 2017	Q1 2017	1
Envestnet Portfolio Solutions, Inc.	1	1	0.00%	0.00%	0.00%	Q3 2023	Q3 2023	1
BREWIN DOLPHIN WEALTH MANAGEMENT LTD	1	1	0.00%	0.00%	0.00%	Q2 2022	Q2 2022	1
SPRING CREEK CAPITAL LLC	1	1	0.02%	0.02%	0.02%	Q2 2018	Q2 2018	1
Inspire Investing, LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
Planned Solutions, Inc.	1	1	0.01%	0.01%	0.01%	Q4 2020	Q4 2020	1
Strategic Advisors LLC	1	1	0.36%	0.36%	0.36%	Q4 2019	Q4 2019	1
NorthRock Partners, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
CreativeOne Wealth, LLC	1	1	0.01%	0.01%	0.01%	Q2 2023	Q2 2023	1
Mystic Asset Management, Inc.	1	1	0.05%	0.05%	0.05%	Q4 2021	Q4 2021	1
DRW Securities, LLC	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
Aptus Capital Advisors, LLC	1	1	0.16%	0.16%	0.16%	Q4 2019	Q4 2019	1
SWARTHMORE GROUP INC	1	1	0.84%	0.84%	0.84%	Q1 2022	Q1 2022	1
Fortress Investment Group LLC	1	1	0.11%	0.11%	0.11%	Q4 2015	Q4 2015	1
DENVER INVESTMENT ADVISORS LLC	1	1	0.01%	0.01%	0.01%	Q4 2014	Q4 2014	1
HBC Financial Services, PLLC	1	1	0.02%	0.02%	0.02%	Q4 2019	Q4 2019	1
Empirical Finance, LLC	1	1	0.00%	0.00%	0.00%	Q4 2016	Q4 2016	1
AMERICAFIRST CAPITAL MANAGEMENT, LLC	1	1	0.20%	0.20%	0.20%	Q1 2015	Q1 2015	1
Cannell & Co.	1	1	0.88%	0.88%	0.88%	Q1 2015	Q1 2015	1
West Branch Capital LLC	1	1	0.03%	0.03%	0.03%	Q2 2021	Q2 2021	1
Venturi Wealth Management, LLC	1	1	0.00%	0.00%	0.00%	Q2 2023	Q2 2023	1
ETF MANAGERS GROUP, LLC	1	1	0.09%	0.09%	0.09%	Q4 2021	Q4 2021	1
BRYN MAWR CAPITAL MANAGEMENT INC	1	1	0.09%	0.09%	0.09%	Q2 2015	Q2 2015	1
PHILADELPHIA TRUST CO	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1
JONES FINANCIAL COMPANIES LLLP	1	1	0.00%	0.00%	0.00%	Q1 2021	Q1 2021	1
Counsel Portfolio Services Inc.	1	1	0.02%	0.02%	0.02%	Q2 2015	Q2 2015	1
Well Done, LLC	1	1	0.00%	0.00%	0.00%	Q4 2018	Q4 2018	1
Guidance Point Advisors, LLC	1	1	0.06%	0.06%	0.06%	Q3 2021	Q3 2021	1
Annis Gardner Whiting Capital Advisors, LLC	1	1	0.09%	0.09%	0.09%	Q3 2023	Q3 2023	1
BRR OpCo, LLC	1	1	0.11%	0.11%	0.11%	Q3 2022	Q3 2022	1
Aaron Wealth Advisors LLC	1	1	0.01%	0.01%	0.01%	Q1 2022	Q1 2022	1
Alexandria Capital, LLC	1	1	0.02%	0.02%	0.02%	Q2 2016	Q2 2016	1
Walker Asset Management, LLC	1	1	0.19%	0.19%	0.19%	Q4 2023	Q4 2023	1
Signition LP	1	1	0.16%	0.16%	0.16%	Q3 2018	Q3 2018	1
TFC Financial Management, Inc.	1	1	0.01%	0.01%	0.01%	Q3 2023	Q3 2023	1
WIPFLI FINANCIAL ADVISORS LLC,	1	1	0.00%	0.00%	0.00%	Q3 2022	Q3 2022	1
Lokken Investment Group LLC	1	1	0.14%	0.14%	0.14%	Q3 2023	Q3 2023	1
Industrial Alliance Investment Management Inc.	1	1	0.01%	0.01%	0.01%	Q1 2023	Q1 2023	1
Mariner Wealth Advisors-NYC, LLC	1	1	0.00%	0.00%	0.00%	Q1 2015	Q1 2015	1
Worth Asset Management, LLC	1	1	0.05%	0.05%	0.05%	Q2 2023	Q2 2023	1
NBC SECURITIES, INC.	1	1	0.04%	0.04%	0.04%	Q3 2023	Q3 2023	1
Fulcrum Equity Management	1	1	0.00%	0.00%	0.00%	Q3 2019	Q3 2019	1
GODSEY & GIBB, INC	1	1	0.00%	0.00%	0.00%	Q4 2022	Q4 2022	1
Watson Rebecca	1	1	0.01%	0.01%	0.01%	Q2 2020	Q2 2020	1
Game Creek Capital, LP	1	1	0.13%	0.13%	0.13%	Q1 2018	Q1 2018	1
Chicago Partners Investment Group LLC	1	1	0.00%	0.00%	0.00%	Q4 2017	Q4 2017	1
CAHILL FINANCIAL ADVISORS INC	1	1	0.00%	0.00%	0.00%	Q3 2021	Q3 2021	1
JOHNSON INVESTMENT COUNSEL INC	1	1	0.01%	0.01%	0.01%	Q1 2020	Q1 2020	1
North Fourth Asset Management, LP	1	1	2.25%	2.25%	2.25%	Q3 2019	Q3 2019	1
Core Wealth Partners LLC	1	1	0.19%	0.19%	0.19%	Q3 2023	Q3 2023	1
Tibra Equities Europe Ltd	1	1	0.32%	0.32%	0.32%	Q2 2021	Q2 2021	1
Blackstone Inc.	1	1	0.03%	0.03%	0.03%	Q1 2020	Q1 2020	1
Busey Bank	1	1	0.01%	0.01%	0.01%	Q3 2021	Q3 2021	1
Manikay Partners, LLC	1	1	0.64%	0.64%	0.64%	Q2 2015	Q2 2015	1
MENTA CAPITAL LLC	1	1	0.35%	0.35%	0.35%	Q3 2016	Q3 2016	1
Greenwich Investment Management, Inc.	1	1	0.20%	0.20%	0.20%	Q4 2019	Q4 2019	1
NorthCoast Asset Management LLC	1	1	0.03%	0.03%	0.03%	Q3 2021	Q3 2021	1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1	1	0.02%	0.02%	0.02%	Q3 2023	Q3 2023	1

External links

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

This page lists all the filers that currently own IRON MTN INC NEW or have owned IRON MTN INC NEW in the past.