Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 23 | 23 | 0.04% | 0.06% | 0.09% | Q1 2009 | Q3 2014 | 23 |
BANK OF AMERICA CORP /DE/ | 6 | 6 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2014 | 18 |
CITIGROUP INC | 6 | 6 | 0.01% | 0.07% | 0.82% | Q2 2013 | Q3 2014 | 18 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2014 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q3 2014 | 18 |
BARCLAYS PLC | 6 | 6 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2014 | 18 |
Spot Trading L.L.C | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.09% | 0.17% | 0.29% | Q3 2010 | Q3 2014 | 17 |
Parallax Volatility Advisers, L.P. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 16 |
MUFG Americas Holdings Corp | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2010 | Q3 2014 | 16 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2014 | 14 |
NORTHSTAR INVESTMENT ADVISORS LLC | 7 | 3 | 0.08% | 0.19% | 0.28% | Q2 2013 | Q2 2017 | 13 |
HSBC HOLDINGS PLC | 11 | 11 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2014 | 13 |
PEAK6 Group LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q2 2014 | 12 |
MCF Advisors LLC | 12 | 12 | 0.08% | 0.15% | 0.22% | Q4 2011 | Q3 2014 | 12 |
Steigerwald, Gordon & Koch Inc. | 12 | 12 | 1.64% | 2.38% | 3.41% | Q4 2011 | Q3 2014 | 12 |
GOLDMAN SACHS GROUP INC | 6 | 4 | 0.00% | 0.03% | 0.08% | Q1 2012 | Q3 2014 | 11 |
RATIONAL ADVISORS LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q2 2011 | Q4 2013 | 11 |
ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2014 | 11 |
Bollard Group LLC | 10 | 10 | 0.00% | 0.28% | 0.67% | Q2 2013 | Q3 2015 | 10 |
Nuveen Asset Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 10 |
STARR INTERNATIONAL CO INC | 10 | 10 | 0.48% | 0.59% | 0.80% | Q2 2013 | Q3 2015 | 10 |
Covington Capital Management | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 10 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.01% | 0.12% | 0.18% | Q4 2012 | Q4 2014 | 9 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 9 | 9 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q2 2015 | 9 |
Rehmann Capital Advisory Group | 6 | 3 | 0.08% | 0.11% | 0.14% | Q4 2010 | Q1 2013 | 9 |
Veritable, L.P. | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2012 | Q3 2014 | 8 |
NWAM LLC | 6 | 2 | 0.08% | 0.13% | 0.16% | Q3 2012 | Q3 2014 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2012 | Q3 2014 | 8 |
Lehman Financial Resources, Inc. | 8 | 8 | 0.39% | 0.49% | 0.61% | Q4 2012 | Q3 2014 | 8 |
Creative Planning | 6 | 6 | 0.00% | 0.53% | 0.89% | Q2 2013 | Q3 2014 | 8 |
CLEAR STREET MARKETS LLC | 5 | 5 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2014 | 8 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 2 | 0.32% | 0.54% | 0.74% | Q2 2010 | Q3 2014 | 8 |
IBERIABANK CORP | 8 | 8 | 0.28% | 0.40% | 0.54% | Q4 2012 | Q3 2014 | 8 |
Janney Montgomery Scott LLC | 8 | 8 | 0.01% | 0.18% | 0.38% | Q2 2013 | Q1 2015 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2012 | Q3 2014 | 8 |
SUNTRUST BANKS INC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2014 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.65% | 0.77% | 0.85% | Q1 2013 | Q3 2014 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.32% | 0.65% | 1.13% | Q1 2013 | Q3 2014 | 7 |
SNS Financial Group, LLC | 7 | 7 | 0.08% | 0.28% | 0.47% | Q1 2013 | Q3 2014 | 7 |
AQR Capital Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2014 | 7 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2014 | 7 |
NewSquare Capital LLC | 7 | 7 | 0.00% | 0.19% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.20% | 0.22% | 0.26% | Q4 2012 | Q2 2014 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2013 | Q3 2014 | 7 |
First Heartland Consultants, Inc. | 7 | 7 | 0.17% | 0.21% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.23% | 0.27% | 0.32% | Q1 2013 | Q3 2014 | 7 |
Bares Capital Management | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2013 | Q3 2014 | 7 |
Virtu KCG Holdings LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2014 | 7 |
Altavista Wealth Management, Inc. | 6 | 1 | 0.14% | 0.19% | 0.22% | Q2 2013 | Q1 2015 | 7 |
BRYN MAWR TRUST Co | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2013 | Q3 2014 | 7 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 7 | 7 | 0.36% | 0.43% | 0.52% | Q1 2013 | Q3 2014 | 7 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.21% | 0.38% | Q2 2013 | Q3 2014 | 7 |
ArchPoint Investors | 7 | 7 | 0.13% | 0.43% | 0.71% | Q2 2013 | Q4 2014 | 7 |
SEGALL BRYANT & HAMILL, LLC | 7 | 7 | 0.05% | 0.09% | 0.12% | Q1 2013 | Q3 2014 | 7 |
COMMERCE BANK | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2013 | Q3 2014 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.06% | 0.10% | 0.30% | Q1 2013 | Q3 2014 | 7 |
CENTRAL TRUST Co | 6 | 1 | 0.00% | 0.09% | 0.14% | Q2 2013 | Q1 2016 | 7 |
ADVISORY RESEARCH INC | 6 | 1 | 0.23% | 0.43% | 0.54% | Q2 2013 | Q3 2016 | 7 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 7 | 7 | 0.69% | 1.64% | 2.69% | Q2 2013 | Q4 2014 | 7 |
OppenheimerFunds, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2014 | 7 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.83% | 0.93% | 1.02% | Q2 2013 | Q3 2014 | 6 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 6 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2014 | 6 |
WELCH & FORBES LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 6 | 0.15% | 0.65% | 0.78% | Q2 2013 | Q3 2014 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.47% | 3.03% | 5.68% | Q2 2013 | Q3 2014 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
ADELL HARRIMAN & CARPENTER INC | 6 | 6 | 0.89% | 0.98% | 1.16% | Q2 2013 | Q3 2014 | 6 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.19% | 0.23% | 0.28% | Q2 2013 | Q3 2014 | 6 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 6 | 6 | 0.46% | 0.55% | 0.75% | Q2 2013 | Q3 2014 | 6 |
NORTHERN TRUST CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Essex Financial Services, Inc. | 6 | 6 | 0.66% | 0.80% | 0.93% | Q2 2013 | Q3 2014 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 6 | 6 | 0.39% | 0.52% | 0.75% | Q2 2013 | Q3 2014 | 6 |
Rothschild Capital Partners, LLC | 6 | 6 | 2.46% | 2.70% | 3.22% | Q2 2013 | Q3 2014 | 6 |
RAY GERALD L & ASSOCIATES LTD | 6 | 6 | 0.54% | 0.63% | 0.76% | Q2 2013 | Q3 2014 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.26% | 0.33% | 0.47% | Q2 2013 | Q3 2014 | 6 |
Family Capital Trust Co | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
1ST SOURCE BANK | 6 | 6 | 0.10% | 0.12% | 0.18% | Q2 2013 | Q3 2014 | 6 |
LPL Financial LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q3 2014 | 6 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
1834 INVESTMENT ADVISORS CO | 6 | 6 | 0.47% | 0.90% | 1.07% | Q2 2013 | Q3 2014 | 6 |
VSR Financial Services, Inc. | 6 | 6 | 0.16% | 0.23% | 0.31% | Q2 2013 | Q3 2014 | 6 |
BlackRock Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.21% | 0.24% | 0.30% | Q2 2013 | Q3 2014 | 6 |
MONTAG A & ASSOCIATES INC | 6 | 6 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.22% | 1.37% | 1.82% | Q2 2013 | Q3 2014 | 6 |
Ledyard National Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
FAIRFIELD, BUSH & CO. | 6 | 6 | 0.54% | 1.41% | 1.75% | Q2 2013 | Q3 2014 | 6 |
EVERETT HARRIS & CO /CA/ | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
FRONT BARNETT ASSOCIATES LLC | 6 | 6 | 0.39% | 0.46% | 0.54% | Q2 2013 | Q3 2014 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2014 | 6 |
HYMAN CHARLES D | 6 | 6 | 0.54% | 0.59% | 0.64% | Q2 2013 | Q3 2014 | 6 |
DOHENY ASSET MANAGEMENT /CA | 6 | 6 | 0.38% | 0.42% | 0.46% | Q2 2013 | Q3 2014 | 6 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 6 | 6 | 5.44% | 7.20% | 9.64% | Q2 2013 | Q3 2014 | 6 |
Avenir Corp | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Epoch Investment Partners, Inc. | 6 | 6 | 0.63% | 0.73% | 0.83% | Q2 2013 | Q3 2014 | 6 |
BNP Paribas Asset Management Holding S.A. | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 6 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q3 2014 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Sabal Trust CO | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Ipswich Investment Management Co., Inc. | 6 | 6 | 0.17% | 0.25% | 0.32% | Q2 2013 | Q3 2014 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 6 | 6 | 0.51% | 0.61% | 0.78% | Q2 2013 | Q3 2014 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
MOGY JOEL R INVESTMENT COUNSEL INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
WESTWOOD HOLDINGS GROUP INC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
WealthTrust Fairport, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
FIRST NATIONAL TRUST CO | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q3 2014 | 6 |
USCA RIA LLC | 6 | 6 | 0.91% | 1.22% | 1.81% | Q2 2013 | Q3 2014 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
PITTENGER & ANDERSON INC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
LMCG INVESTMENTS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TORRAY INVESTMENT PARTNERS LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
SRB CORP | 6 | 6 | 0.81% | 3.21% | 5.26% | Q2 2013 | Q3 2014 | 6 |
ARGYLL RESEARCH, LLC | 6 | 6 | 1.00% | 1.54% | 2.46% | Q2 2013 | Q3 2014 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BECK MACK & OLIVER LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hudock, Inc. | 6 | 6 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2014 | 6 |
COMERICA BANK | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.46% | 0.63% | 0.85% | Q2 2013 | Q3 2014 | 6 |
SELZ CAPITAL LLC | 6 | 6 | 1.58% | 2.60% | 3.33% | Q2 2013 | Q3 2014 | 6 |
Tufton Capital Management | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
FMA ADVISORY INC | 6 | 6 | 0.98% | 1.40% | 1.86% | Q2 2013 | Q3 2014 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 3.24% | 4.02% | 4.68% | Q2 2013 | Q3 2014 | 6 |
Apriem Advisors | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Private Harbour Investment Management & Counsel, LLC | 6 | 6 | 1.33% | 2.04% | 2.96% | Q2 2013 | Q3 2014 | 6 |
Hoxton Financial, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Kimelman & Baird, LLC | 6 | 6 | 0.07% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.30% | 0.55% | 0.89% | Q2 2013 | Q3 2014 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Laidlaw Group, LLC | 6 | 6 | 0.17% | 0.22% | 0.28% | Q2 2013 | Q3 2014 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.20% | 0.22% | 0.26% | Q2 2013 | Q3 2014 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.65% | 0.71% | 0.77% | Q2 2013 | Q3 2014 | 6 |
TDAM USA INC. | 6 | 6 | 0.02% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.42% | 0.51% | 0.56% | Q2 2013 | Q3 2014 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.08% | 0.10% | 0.15% | Q2 2013 | Q3 2014 | 6 |
American Research & Management Co. | 6 | 6 | 0.28% | 0.34% | 0.42% | Q2 2013 | Q3 2014 | 6 |
FIRST FOUNDATION ADVISORS | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
GAMBLE JONES INVESTMENT COUNSEL | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2014 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Mathes Company, Inc. | 6 | 6 | 0.18% | 0.42% | 0.76% | Q2 2013 | Q3 2014 | 6 |
FULTON BREAKEFIELD BROENNIMAN LLC | 6 | 6 | 0.62% | 0.70% | 0.80% | Q2 2013 | Q3 2014 | 6 |
Coho Partners, Ltd. | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2014 | 6 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 6 | 0.18% | 0.30% | 0.58% | Q2 2013 | Q3 2014 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.30% | 0.36% | 0.43% | Q2 2013 | Q3 2014 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2014 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q3 2014 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 0.14% | 0.17% | 0.22% | Q2 2013 | Q3 2014 | 6 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 6 | 6 | 1.34% | 1.54% | 1.66% | Q2 2013 | Q3 2014 | 6 |
SEIZERT CAPITAL PARTNERS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
FIRST FINANCIAL CORP /IN/ | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q3 2014 | 6 |
NEVILLE RODIE & SHAW INC | 6 | 6 | 0.13% | 0.18% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.21% | 0.24% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 6 |
DEARBORN PARTNERS LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Bedell Frazier Investment Counselling, LLC | 6 | 6 | 1.03% | 1.60% | 2.00% | Q2 2013 | Q3 2014 | 6 |
WBH ADVISORY INC | 6 | 6 | 0.54% | 0.61% | 0.72% | Q2 2013 | Q3 2014 | 6 |
CYPRESS ASSET MANAGEMENT INC/TX | 6 | 6 | 1.26% | 1.68% | 2.45% | Q2 2013 | Q3 2014 | 6 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.15% | 0.20% | 0.29% | Q2 2013 | Q3 2014 | 6 |
Fiduciary Trust Co International of Pennsylvania | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2013 | Q3 2014 | 6 |
MCRAE CAPITAL MANAGEMENT INC | 6 | 6 | 0.16% | 0.19% | 0.25% | Q2 2013 | Q3 2014 | 6 |
EMERSON INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.26% | 0.30% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Gradient Investments LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.19% | 0.22% | 0.26% | Q2 2013 | Q3 2014 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
KARPAS STRATEGIES, LLC | 6 | 6 | 1.36% | 1.56% | 1.82% | Q2 2013 | Q3 2014 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
FIRST NATIONAL BANK SIOUX FALLS | 6 | 6 | 0.50% | 0.59% | 0.66% | Q2 2013 | Q3 2014 | 6 |
Energy Income Partners, LLC | 6 | 6 | 0.87% | 1.29% | 1.54% | Q2 2013 | Q3 2014 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.71% | 0.80% | 0.87% | Q2 2013 | Q3 2014 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.25% | 0.34% | 0.42% | Q2 2013 | Q3 2014 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.38% | 0.48% | 0.56% | Q2 2013 | Q3 2014 | 6 |
SHAPIRO ROBERT N | 6 | 6 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q3 2014 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.13% | 0.18% | 0.22% | Q2 2013 | Q3 2014 | 6 |
PRIVATE ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2014 | 6 |
Salient Capital Advisors, LLC | 6 | 6 | 0.03% | 0.64% | 2.26% | Q2 2013 | Q3 2014 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
FINANCIAL COUNSELORS INC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Aull & Monroe Investment Management Corp | 6 | 6 | 0.95% | 1.10% | 1.31% | Q2 2013 | Q3 2014 | 6 |
Argyle Capital Management Inc. | 6 | 6 | 0.19% | 0.22% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Baldwin Investment Management, LLC | 6 | 6 | 0.30% | 0.38% | 0.47% | Q2 2013 | Q3 2014 | 6 |
Cypress Capital Group | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
ParenteBeard Wealth Management, LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 6 | 6 | 1.75% | 1.97% | 2.23% | Q2 2013 | Q3 2014 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.30% | 0.39% | 0.44% | Q2 2013 | Q3 2014 | 6 |
Carnegie Capital Asset Management, LLC | 6 | 6 | 0.76% | 0.87% | 1.02% | Q2 2013 | Q3 2014 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
JPMORGAN CHASE & CO | 6 | 6 | 0.13% | 0.16% | 0.20% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
BARINGS LLC | 6 | 6 | 0.09% | 0.22% | 0.29% | Q2 2013 | Q3 2014 | 6 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 6 | 6 | 0.25% | 0.34% | 0.45% | Q2 2013 | Q3 2014 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Violich Capital Management, Inc. | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
RELIANCE TRUST CO | 6 | 6 | 0.21% | 0.25% | 0.28% | Q2 2013 | Q3 2014 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.80% | 0.87% | 1.00% | Q2 2013 | Q3 2014 | 6 |
APPLETON PARTNERS INC/MA | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Callahan Advisors, LLC | 6 | 6 | 0.13% | 0.14% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Sterneck Capital Management, LLC | 6 | 6 | 0.20% | 0.31% | 0.50% | Q2 2013 | Q3 2014 | 6 |
Prospera Financial Services Inc | 6 | 6 | 0.14% | 0.19% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Regal Investment Advisors LLC | 6 | 6 | 0.24% | 0.30% | 0.36% | Q2 2013 | Q3 2014 | 6 |
Colonial Trust Advisors | 6 | 6 | 0.26% | 0.30% | 0.33% | Q2 2013 | Q3 2014 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 6 | 6 | 0.07% | 1.32% | 2.88% | Q2 2013 | Q3 2014 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 6 | 0.11% | 0.13% | 0.17% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.29% | 0.32% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Busey Bank | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CAPITAL ADVISORS INC/OK | 6 | 6 | 0.08% | 0.68% | 0.92% | Q2 2013 | Q3 2014 | 6 |
Camarda Financial Advisors, LLC | 6 | 6 | 0.07% | 0.14% | 0.23% | Q2 2013 | Q3 2014 | 6 |
TIEDEMANN TRUST CO | 6 | 6 | 2.74% | 3.37% | 3.75% | Q2 2013 | Q3 2014 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.16% | 0.40% | 1.55% | Q2 2013 | Q3 2014 | 6 |
FRONTIER INVESTMENT MGMT CO | 6 | 6 | 0.13% | 0.34% | 0.97% | Q2 2013 | Q3 2014 | 6 |
Estabrook Capital Management | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
ARROW FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.17% | 0.19% | 0.22% | Q2 2013 | Q3 2014 | 6 |
BLB&B Advisors, LLC | 6 | 6 | 0.32% | 0.36% | 0.42% | Q2 2013 | Q3 2014 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Plante Moran Financial Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Brown Advisory Securities, LLC | 6 | 6 | 0.43% | 0.50% | 0.60% | Q2 2013 | Q3 2014 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2014 | 6 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 6 | 6 | 0.65% | 0.83% | 1.44% | Q2 2013 | Q3 2014 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.05% | 0.10% | 0.18% | Q2 2013 | Q3 2014 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Choate Investment Advisors | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
CHEMICAL BANK | 6 | 6 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q3 2014 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
KCM INVESTMENT ADVISORS LLC | 6 | 6 | 0.27% | 0.36% | 0.45% | Q2 2013 | Q3 2014 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Li Winifred I | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Renaissance Technologies | 6 | 6 | 0.15% | 0.24% | 0.34% | Q2 2013 | Q3 2014 | 6 |
WESBANCO BANK INC | 6 | 6 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q3 2014 | 6 |
DAVIS R M INC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.12% | 0.14% | 0.19% | Q2 2013 | Q3 2014 | 6 |
EXCALIBUR MANAGEMENT CORP | 6 | 6 | 0.52% | 1.01% | 1.30% | Q2 2013 | Q3 2014 | 6 |
AT Bancorp | 6 | 6 | 0.17% | 0.20% | 0.24% | Q2 2013 | Q3 2014 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Saturna Capital CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Global X Management CO LLC | 6 | 6 | 0.27% | 0.37% | 0.50% | Q2 2013 | Q3 2014 | 6 |
M&R CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2014 | 6 |
NatWest Group plc | 6 | 6 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2014 | 6 |
SFE Investment Counsel | 6 | 6 | 0.60% | 0.98% | 1.23% | Q2 2013 | Q3 2014 | 6 |
FIELDPOINT PRIVATE ADVISORS, INC | 6 | 6 | 0.20% | 0.25% | 0.32% | Q2 2013 | Q3 2014 | 6 |
Tesuji Partners | 6 | 6 | 6.55% | 7.68% | 8.48% | Q2 2013 | Q3 2014 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 6 | 2.19% | 2.47% | 2.88% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY TRUST & INVESTMENT CO | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.50% | 0.61% | 0.70% | Q2 2013 | Q3 2014 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.06% | 0.12% | 0.32% | Q2 2013 | Q3 2014 | 6 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Douglass Winthrop Advisors, LLC | 6 | 6 | 0.09% | 0.32% | 0.49% | Q2 2013 | Q3 2014 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.39% | 0.61% | 0.91% | Q2 2013 | Q3 2014 | 6 |
BOKF, NA | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.64% | 1.33% | 1.70% | Q2 2013 | Q3 2014 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.32% | 0.39% | 0.50% | Q2 2013 | Q3 2014 | 6 |
Maple Capital Management, Inc. | 6 | 6 | 0.53% | 0.61% | 0.70% | Q2 2013 | Q3 2014 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
ING GROEP NV | 6 | 6 | 0.00% | 0.19% | 1.11% | Q2 2013 | Q3 2014 | 6 |
BRIGHTON JONES LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
STATE STREET CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q3 2014 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Maryland Capital Management | 6 | 6 | 0.37% | 0.51% | 0.70% | Q2 2013 | Q3 2014 | 6 |
Edgemoor Investment Advisors, Inc. | 6 | 6 | 0.59% | 0.67% | 0.78% | Q2 2013 | Q3 2014 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 4.23% | 5.48% | 7.01% | Q2 2013 | Q3 2014 | 6 |
ACG Wealth | 6 | 6 | 0.06% | 0.27% | 0.51% | Q2 2013 | Q3 2014 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.11% | 0.18% | 0.30% | Q2 2013 | Q3 2014 | 6 |
INSIGHT 2811, INC. | 6 | 6 | 0.20% | 0.35% | 0.40% | Q2 2013 | Q3 2014 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
SMITH CHAS P & ASSOCIATES PA CPAS | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Heronetta Management, L.P. | 6 | 6 | 1.05% | 1.27% | 1.65% | Q2 2013 | Q3 2014 | 6 |
Financial Advantage, Inc. | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q3 2014 | 6 |
CENTRAL BANK & TRUST CO | 6 | 6 | 0.05% | 0.09% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.11% | 0.16% | 0.21% | Q2 2013 | Q3 2014 | 6 |
Camelot Portfolios, LLC | 6 | 6 | 0.85% | 0.94% | 1.03% | Q2 2013 | Q3 2014 | 6 |
BOWEN HANES & CO INC | 6 | 6 | 1.13% | 1.30% | 1.47% | Q2 2013 | Q3 2014 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 6 | 6 | 0.58% | 0.76% | 0.96% | Q2 2013 | Q3 2014 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
BAHL & GAYNOR INC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Cohen Capital Management, Inc. | 6 | 6 | 0.58% | 0.69% | 0.82% | Q2 2013 | Q3 2014 | 6 |
OSTERWEIS CAPITAL MANAGEMENT INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
America First Investment Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
WFG Advisors, LP | 6 | 6 | 1.46% | 1.75% | 2.05% | Q2 2013 | Q3 2014 | 6 |
B. Riley Wealth Advisors, Inc. | 6 | 6 | 0.17% | 0.21% | 0.25% | Q2 2013 | Q3 2014 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Hardman Johnston Global Advisors LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
FIRST NIAGARA BANK | 6 | 6 | 0.11% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
TRUST CO OF VIRGINIA /VA | 6 | 6 | 0.09% | 0.13% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Sequent Asset Management, LLC | 6 | 6 | 0.67% | 0.78% | 1.05% | Q2 2013 | Q3 2014 | 6 |
FIDUCIARY ASSET MANAGEMENT LLC | 6 | 6 | 0.99% | 1.09% | 1.18% | Q2 2013 | Q3 2014 | 6 |
ALTA CAPITAL MANAGEMENT LLC/ | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.22% | 0.28% | 0.37% | Q2 2013 | Q3 2014 | 6 |
EDGE ASSET MANAGEMENT, INC | 6 | 6 | 0.38% | 0.64% | 0.77% | Q2 2013 | Q3 2014 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 0.06% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Highlander Capital Management, LLC | 6 | 6 | 0.01% | 0.30% | 0.39% | Q2 2013 | Q3 2014 | 6 |
CINCINNATI INSURANCE CO | 6 | 6 | 0.31% | 0.36% | 0.40% | Q2 2013 | Q3 2014 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.26% | 0.33% | 0.40% | Q2 2013 | Q3 2014 | 6 |
Triangle Securities Wealth Management | 6 | 6 | 2.48% | 2.67% | 3.04% | Q2 2013 | Q3 2014 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 0.37% | 0.44% | 0.54% | Q2 2013 | Q3 2014 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Gary Goldberg Planning Services Inc | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
HHG & Company, LLC | 6 | 6 | 0.13% | 0.16% | 0.17% | Q2 2013 | Q3 2014 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Edgewood Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Mechanics Bank Trust Department | 6 | 6 | 0.42% | 0.48% | 0.58% | Q2 2013 | Q3 2014 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Fisher Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Capital Investment Counsel, Inc | 6 | 6 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q3 2014 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
DAVIDSON & GARRARD INC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q3 2014 | 6 |
BRIDGES INVESTMENT COUNSEL INC/ | 6 | 6 | 0.58% | 0.65% | 0.74% | Q2 2013 | Q3 2014 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 6 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
STRATTON MANAGEMENT CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
CHELSEA COUNSEL CO | 6 | 6 | 1.38% | 1.57% | 1.82% | Q2 2013 | Q3 2014 | 6 |
STONE RUN CAPITAL, LLC | 6 | 6 | 0.17% | 0.20% | 0.27% | Q2 2013 | Q3 2014 | 6 |
NORTHEAST INVESTMENT MANAGEMENT | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
TOWER BRIDGE ADVISORS | 6 | 6 | 0.51% | 0.58% | 0.66% | Q2 2013 | Q3 2014 | 6 |
HAHN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.69% | 0.87% | 0.99% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.65% | 0.75% | 0.89% | Q2 2013 | Q3 2014 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.33% | 0.48% | 0.73% | Q2 2013 | Q3 2014 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q3 2014 | 6 |
HM PAYSON & CO | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Narwhal Capital Management | 6 | 6 | 0.44% | 0.63% | 0.76% | Q2 2013 | Q3 2014 | 6 |
Concert Wealth Management Inc. | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q3 2014 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.48% | 0.59% | 0.78% | Q2 2013 | Q3 2014 | 6 |
Nelson Capital Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
SFMG, LLC | 6 | 6 | 0.45% | 0.56% | 0.68% | Q2 2013 | Q3 2014 | 6 |
ASSOCIATED BANC-CORP | 6 | 6 | 0.02% | 0.18% | 0.41% | Q2 2013 | Q3 2014 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.34% | 0.47% | 0.57% | Q2 2013 | Q3 2014 | 6 |
Kovitz Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 6 | 6 | 1.41% | 2.13% | 3.27% | Q2 2013 | Q3 2014 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.84% | 1.80% | 2.45% | Q2 2013 | Q3 2014 | 6 |
Signature Financial Management, Inc. | 6 | 6 | 2.79% | 3.06% | 3.36% | Q2 2013 | Q3 2014 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.41% | 0.48% | 0.58% | Q2 2013 | Q3 2014 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.23% | 0.40% | Q2 2013 | Q3 2014 | 6 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 6 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2014 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.09% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
FARR MILLER & WASHINGTON LLC/DC | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MILLER HOWARD INVESTMENTS INC /NY | 6 | 6 | 2.97% | 3.37% | 3.83% | Q2 2013 | Q3 2014 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.24% | 0.39% | 0.58% | Q2 2013 | Q3 2014 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
MONROE BANK & TRUST/MI | 6 | 6 | 0.24% | 0.39% | 0.47% | Q2 2013 | Q3 2014 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.13% | 0.16% | 0.23% | Q2 2013 | Q3 2014 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.43% | 0.55% | 0.87% | Q2 2013 | Q3 2014 | 6 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.22% | 0.30% | 0.48% | Q2 2013 | Q3 2014 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.18% | 0.23% | 0.37% | Q2 2013 | Q3 2014 | 6 |
Ashfield Capital Partners, LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Harvest Fund Advisors LLC | 6 | 6 | 0.01% | 1.05% | 2.89% | Q2 2013 | Q3 2014 | 6 |
CHATHAM CAPITAL GROUP, INC. | 6 | 6 | 1.41% | 1.68% | 2.07% | Q2 2013 | Q3 2014 | 6 |
Index Management Solutions, LLC | 6 | 6 | 0.00% | 0.21% | 0.29% | Q2 2013 | Q3 2014 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.36% | 0.40% | 0.49% | Q2 2013 | Q3 2014 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 1.09% | 1.40% | 1.92% | Q2 2013 | Q3 2014 | 6 |
AR ASSET MANAGEMENT INC | 6 | 6 | 2.91% | 3.20% | 3.55% | Q2 2013 | Q3 2014 | 6 |
NTV ASSET MANAGEMENT LLC | 6 | 6 | 0.35% | 0.40% | 0.46% | Q2 2013 | Q3 2014 | 6 |
STEWART & PATTEN CO LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Geneva Advisors, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 6 |
BRIDGES INVESTMENT MANAGEMENT INC | 6 | 6 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q3 2014 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.85% | 1.06% | 1.32% | Q2 2013 | Q3 2014 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 6 | 6 | 0.94% | 1.59% | 1.90% | Q2 2013 | Q3 2014 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q3 2014 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Homrich & Berg | 6 | 6 | 0.22% | 0.28% | 0.39% | Q2 2013 | Q3 2014 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.28% | 0.31% | 0.36% | Q2 2013 | Q3 2014 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.48% | 0.62% | 0.76% | Q2 2013 | Q3 2014 | 6 |
JNBA Financial Advisors | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
WMS Partners, LLC | 6 | 6 | 1.31% | 1.53% | 1.70% | Q2 2013 | Q3 2014 | 6 |
FOSTER DYKEMA CABOT & CO INC/MA | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2014 | 6 |
North Star Investment Management Corp. | 6 | 6 | 0.73% | 0.91% | 1.18% | Q2 2013 | Q3 2014 | 6 |
C V STARR & CO INC | 6 | 6 | 11.05% | 12.23% | 13.59% | Q2 2013 | Q3 2014 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.02% | 0.24% | 0.50% | Q2 2013 | Q3 2014 | 6 |
AGRAN LIBBIE | 6 | 6 | 1.94% | 2.13% | 2.34% | Q2 2013 | Q3 2014 | 6 |
PALLADIUM PARTNERS LLC | 6 | 6 | 0.30% | 0.36% | 0.42% | Q2 2013 | Q3 2014 | 6 |
C.V. Starr & Co., Inc. Trust | 6 | 6 | 5.78% | 6.45% | 7.14% | Q2 2013 | Q3 2014 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Trutina Financial LLC | 6 | 6 | 0.49% | 1.65% | 2.42% | Q2 2013 | Q3 2014 | 6 |
L. Roy Papp & Associates, LLP | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 6 | 1.17% | 1.45% | 1.94% | Q2 2013 | Q3 2014 | 6 |
Pure Financial Advisors, LLC | 6 | 6 | 0.16% | 0.19% | 0.25% | Q2 2013 | Q3 2014 | 6 |
CABOT WEALTH MANAGEMENT INC | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.52% | 0.62% | 0.73% | Q2 2013 | Q3 2014 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Avalon Investment & Advisory | 6 | 6 | 0.88% | 1.16% | 1.62% | Q2 2013 | Q3 2014 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Sandy Spring Bank | 6 | 6 | 0.24% | 0.27% | 0.31% | Q2 2013 | Q3 2014 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 6 | 6 | 0.32% | 0.37% | 0.45% | Q2 2013 | Q3 2014 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2014 | 6 |
GSA CAPITAL PARTNERS LLP | 6 | 6 | 0.01% | 0.22% | 0.51% | Q2 2013 | Q3 2014 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 0.23% | 0.27% | 0.34% | Q2 2013 | Q3 2014 | 6 |
Partners Group Holding AG | 6 | 6 | 0.42% | 0.75% | 1.21% | Q2 2013 | Q3 2014 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.66% | 0.73% | 0.80% | Q2 2013 | Q3 2014 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 6 | 0.46% | 0.53% | 0.63% | Q2 2013 | Q3 2014 | 6 |
Haverford Trust Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Texan Capital Management | 6 | 6 | 1.23% | 1.31% | 1.43% | Q2 2013 | Q3 2014 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Pinnacle Holdings, LLC | 6 | 6 | 0.30% | 0.34% | 0.37% | Q2 2013 | Q3 2014 | 6 |
HIGH POINT BANK & TRUST CO | 6 | 6 | 0.46% | 0.53% | 0.60% | Q2 2013 | Q3 2014 | 6 |
Whitnell & Co. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 6 |
BESSEMER GROUP INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.27% | 0.37% | 0.51% | Q2 2013 | Q3 2014 | 6 |
CapWealth Advisors, LLC | 6 | 6 | 0.08% | 0.15% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Texas Yale Capital Corp. | 6 | 6 | 2.07% | 4.51% | 7.28% | Q2 2013 | Q3 2014 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Center Coast Capital Advisors, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ALPS ADVISORS INC | 6 | 6 | 7.54% | 7.91% | 8.45% | Q2 2013 | Q3 2014 | 6 |
Chesley Taft & Associates LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Linscomb & Williams, Inc. | 6 | 6 | 0.16% | 0.24% | 0.30% | Q2 2013 | Q3 2014 | 6 |
ClearBridge Investments | 6 | 6 | 0.26% | 0.32% | 0.40% | Q2 2013 | Q3 2014 | 6 |
DUBUQUE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.09% | 0.25% | 0.79% | Q2 2013 | Q3 2014 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.15% | 0.17% | 0.21% | Q2 2013 | Q3 2014 | 6 |
PATTEN & PATTEN INC/TN | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
BURNS J W & CO INC/NY | 6 | 6 | 0.55% | 0.61% | 0.69% | Q2 2013 | Q3 2014 | 6 |
BLACKHILL CAPITAL INC | 6 | 6 | 0.96% | 1.12% | 1.29% | Q2 2013 | Q3 2014 | 6 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6 | 6 | 0.15% | 0.44% | 0.64% | Q2 2013 | Q3 2014 | 6 |
ALBERT D MASON INC | 6 | 6 | 1.52% | 1.77% | 2.10% | Q2 2013 | Q3 2014 | 6 |
TIAA CREF TRUST CO FSB/MO | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Granite Investment Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Grace Capital | 6 | 6 | 1.37% | 1.60% | 1.74% | Q2 2013 | Q3 2014 | 6 |
BENDER ROBERT & ASSOCIATES | 6 | 6 | 0.15% | 0.18% | 0.22% | Q2 2013 | Q3 2014 | 6 |
MAI Capital Management | 6 | 6 | 0.21% | 0.27% | 0.37% | Q2 2013 | Q3 2014 | 6 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 6 | 6 | 0.74% | 0.98% | 1.20% | Q2 2013 | Q3 2014 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
NICHOLAS COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
NICHOLS & PRATT ADVISERS LLP /MA | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
CCM INVESTMENT ADVISERS LLC | 6 | 6 | 0.47% | 0.93% | 1.17% | Q2 2013 | Q3 2014 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 1.23% | 1.42% | 1.64% | Q2 2013 | Q3 2014 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
GROUP ONE TRADING, L.P. | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Mariner, LLC | 6 | 6 | 0.07% | 0.13% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.02% | 0.08% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Huntington Steele LLC | 6 | 6 | 0.26% | 0.31% | 0.35% | Q2 2013 | Q3 2014 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MORGAN STANLEY | 6 | 6 | 0.06% | 0.11% | 0.27% | Q2 2013 | Q3 2014 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Aviance Capital Partners, LLC | 6 | 6 | 0.24% | 0.41% | 1.12% | Q2 2013 | Q3 2014 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.38% | 0.44% | 0.48% | Q2 2013 | Q3 2014 | 6 |
LOWE BROCKENBROUGH & CO INC | 6 | 6 | 0.11% | 0.17% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Covington Investment Advisors Inc. | 6 | 6 | 1.95% | 2.32% | 2.69% | Q2 2013 | Q3 2014 | 6 |
Bridgecreek Investment Management, LLC | 5 | 5 | 1.36% | 1.46% | 1.59% | Q3 2013 | Q3 2014 | 5 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 5 | 5 | 0.42% | 0.53% | 0.65% | Q4 2013 | Q4 2014 | 5 |
W.G. Shaheen & Associates DBA Whitney & Co | 5 | 5 | 0.80% | 0.90% | 0.98% | Q2 2013 | Q2 2014 | 5 |
Van Cleef Asset Management,Inc | 5 | 5 | 0.25% | 0.28% | 0.37% | Q2 2013 | Q2 2014 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.12% | 0.17% | 0.22% | Q3 2013 | Q3 2014 | 5 |
Hamlin Capital Management, LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 5 |
Citadel Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
KLINGENSTEIN FIELDS & CO LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Main Street Research LLC | 3 | 2 | 0.05% | 0.32% | 0.52% | Q2 2013 | Q3 2014 | 5 |
United Asset Strategies, Inc. | 3 | 2 | 0.18% | 1.01% | 2.04% | Q2 2013 | Q3 2014 | 5 |
FIRST NATIONAL BANK OF OMAHA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
NORTH AMERICAN MANAGEMENT CORP | 5 | 5 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q2 2014 | 5 |
BANKERS TRUST CO | 5 | 5 | 0.33% | 0.37% | 0.44% | Q2 2013 | Q2 2014 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.09% | 0.12% | Q3 2013 | Q3 2014 | 5 |
NATIONAL PENN INVESTORS TRUST CO /PA | 4 | 1 | 0.03% | 0.26% | 0.36% | Q2 2013 | Q3 2014 | 5 |
HARTLINE INVESTMENT CORP/ | 3 | 2 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 5 |
Lourd Capital, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 5 |
Chevy Chase Trust Holdings, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Third Security, LLC | 5 | 5 | 1.04% | 2.26% | 6.50% | Q2 2013 | Q2 2014 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2014 | 5 |
SII INVESTMENTS INC/WI | 4 | 1 | 0.29% | 0.54% | 0.78% | Q2 2013 | Q3 2014 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 1.05% | 1.27% | 1.46% | Q3 2013 | Q3 2014 | 5 |
INVERNESS COUNSEL LLC /NY/ | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.06% | 0.26% | 0.57% | Q3 2013 | Q3 2014 | 5 |
Birch Hill Investment Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
INTEGRAL DERIVATIVES, LLC | 4 | 4 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q3 2014 | 5 |
JFS WEALTH ADVISORS, LLC | 3 | 2 | 0.00% | 0.42% | 0.78% | Q2 2013 | Q3 2014 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 1 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q3 2014 | 5 |
Acropolis Investment Management, LLC | 5 | 5 | 0.23% | 0.26% | 0.28% | Q3 2013 | Q3 2014 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.19% | 0.22% | 0.27% | Q2 2013 | Q2 2014 | 5 |
Adams Asset Advisors, LLC | 5 | 5 | 0.53% | 0.56% | 0.60% | Q2 2013 | Q2 2014 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 5 |
Country Club Trust Company, n.a. | 5 | 5 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q2 2014 | 5 |
VESTOR CAPITAL, LLC | 4 | 1 | 0.04% | 0.57% | 0.79% | Q2 2013 | Q3 2014 | 5 |
Windsor Capital Management, LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Beaumont Financial Partners, LLC | 5 | 5 | 0.28% | 0.33% | 0.36% | Q3 2013 | Q3 2014 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Wunderlich Capital Managemnt | 5 | 5 | 0.59% | 0.66% | 0.70% | Q4 2013 | Q4 2014 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.08% | 0.15% | 0.35% | Q3 2013 | Q3 2014 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
BANK OF THE WEST | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.32% | 0.38% | 0.48% | Q2 2013 | Q2 2014 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.29% | 0.40% | 0.59% | Q2 2013 | Q2 2014 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q3 2014 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Indiana Trust & Investment Management CO | 5 | 5 | 0.01% | 0.11% | 0.17% | Q3 2013 | Q3 2014 | 5 |
FAYEZ SAROFIM & CO | 4 | 1 | 1.63% | 1.81% | 2.00% | Q2 2013 | Q3 2014 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.00% | 2.27% | 3.07% | Q4 2013 | Q4 2014 | 5 |
RR Advisors, LLC | 5 | 5 | 0.14% | 2.66% | 9.32% | Q2 2013 | Q2 2014 | 5 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2013 | Q3 2014 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2013 | Q3 2014 | 5 |
Liberty Capital Management, Inc. | 5 | 5 | 0.42% | 1.18% | 1.66% | Q2 2013 | Q2 2014 | 5 |
Cornerstone Capital, Inc. | 5 | 5 | 0.13% | 0.14% | 0.16% | Q3 2013 | Q3 2014 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
BEACON TRUST CO | 5 | 5 | 0.05% | 0.07% | 0.09% | Q1 2013 | Q1 2014 | 5 |
Reynders McVeigh Capital Management, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q2 2014 | 5 |
ROBERTS GLORE & CO INC /IL/ | 3 | 2 | 0.14% | 0.17% | 0.25% | Q2 2013 | Q3 2014 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2013 | Q3 2014 | 5 |
New Harbor Financial Group, LLC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q2 2013 | Q2 2014 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2014 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2014 | 5 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 5 | 5.31% | 8.16% | 10.46% | Q2 2013 | Q2 2014 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
First Houston Capital, Inc. | 5 | 5 | 1.52% | 1.76% | 2.03% | Q3 2013 | Q3 2014 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.34% | 0.66% | 1.03% | Q2 2013 | Q2 2014 | 5 |
GLENVIEW STATE BANK TRUST DEPT. | 4 | 4 | 0.46% | 0.51% | 0.58% | Q4 2013 | Q3 2014 | 4 |
Atlas Brown,Inc. | 3 | 1 | 0.05% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 4 |
Willingdon Wealth Management | 4 | 4 | 1.01% | 1.14% | 1.27% | Q4 2013 | Q3 2014 | 4 |
Private Advisor Group, LLC | 4 | 4 | 0.47% | 0.49% | 0.53% | Q4 2013 | Q3 2014 | 4 |
Hanson & Doremus Investment Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
GREENLEAF TRUST | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q1 2014 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.22% | 0.27% | 0.31% | Q4 2013 | Q3 2014 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
KANALY TRUST CO | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2013 | Q3 2014 | 4 |
Timber Hill LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.24% | 0.67% | 0.94% | Q4 2013 | Q3 2014 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.72% | 1.32% | Q2 2013 | Q1 2014 | 4 |
SignalPoint Asset Management, LLC | 4 | 4 | 0.57% | 0.59% | 0.61% | Q4 2013 | Q3 2014 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q3 2014 | 4 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Perkins Coie Trust Co | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 1.49% | 1.77% | 2.16% | Q4 2013 | Q3 2014 | 4 |
PRING TURNER CAPITAL GROUP INC | 4 | 4 | 0.65% | 0.71% | 0.78% | Q4 2013 | Q3 2014 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.14% | 0.22% | 0.28% | Q3 2013 | Q2 2014 | 4 |
Private Ocean, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.60% | 1.03% | 1.88% | Q4 2013 | Q3 2014 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.72% | 1.08% | 1.34% | Q4 2013 | Q3 2014 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 4 |
ALLSTATE CORP | 4 | 4 | 0.61% | 0.75% | 0.90% | Q3 2013 | Q2 2014 | 4 |
Ranger International Management, LP | 3 | 1 | 0.01% | 5.02% | 7.23% | Q2 2013 | Q3 2014 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.35% | 1.04% | 1.54% | Q4 2013 | Q3 2014 | 4 |
Capital Investment Advisors, LLC | 4 | 4 | 0.28% | 0.47% | 0.61% | Q4 2013 | Q3 2014 | 4 |
Aldebaran Financial Inc. | 4 | 4 | 0.62% | 0.68% | 0.80% | Q4 2013 | Q3 2014 | 4 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 4 | 4 | 1.38% | 1.49% | 1.61% | Q4 2013 | Q3 2014 | 4 |
SG Americas Securities, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2014 | 4 |
First Washington CORP | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Hollow Brook Wealth Management LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2013 | Q3 2014 | 4 |
Cowen Prime Services LLC | 3 | 1 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q3 2014 | 4 |
Fernwood Investment Management, LLC | 4 | 4 | 1.30% | 1.45% | 1.62% | Q4 2013 | Q3 2014 | 4 |
Airain ltd | 2 | 2 | 0.20% | 0.24% | 0.36% | Q2 2013 | Q2 2014 | 4 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 4 |
Samson Capital Management, LLC | 4 | 4 | 3.01% | 3.96% | 4.51% | Q3 2013 | Q2 2014 | 4 |
Ironwood Investment Counsel, LLC | 4 | 4 | 0.50% | 0.54% | 0.61% | Q4 2013 | Q3 2014 | 4 |
Parasol Investment Management, LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q4 2013 | Q3 2014 | 4 |
Semper Trust Co. | 4 | 4 | 0.14% | 0.16% | 0.17% | Q3 2013 | Q2 2014 | 4 |
GIRARD PARTNERS LTD. | 4 | 4 | 1.76% | 1.90% | 2.00% | Q4 2013 | Q3 2014 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 1.63% | 2.15% | 2.55% | Q4 2013 | Q3 2014 | 4 |
Wharton Business Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Bragg Financial Advisors, Inc | 3 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 4 |
SouthState Corp | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2013 | Q3 2014 | 4 |
Diversified Trust Co | 3 | 1 | 0.18% | 0.34% | 0.44% | Q2 2013 | Q2 2014 | 4 |
WHALEROCK POINT PARTNERS, LLC | 4 | 4 | 0.73% | 0.85% | 0.93% | Q4 2013 | Q3 2014 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q3 2014 | 4 |
Columbia Asset Management | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2013 | Q3 2014 | 4 |
Financial Architects, Inc | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 4 |
SOUTH GEORGIA CAPITAL, LLC | 4 | 4 | 0.07% | 4.80% | 10.04% | Q4 2013 | Q3 2014 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.19% | 0.25% | 0.38% | Q4 2013 | Q3 2014 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2013 | Q3 2014 | 4 |
PEOPLES FINANCIAL SERVICES CORP. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2014 | 4 |
R.H. Dinel Investment Counsel, Inc. | 4 | 4 | 1.56% | 1.65% | 1.77% | Q4 2013 | Q3 2014 | 4 |
M Holdings Securities, Inc. | 4 | 4 | 0.15% | 0.51% | 0.98% | Q4 2013 | Q3 2014 | 4 |
CITY HOLDING CO | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Smithfield Trust Co | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
CONNING INC. | 4 | 4 | 0.04% | 0.12% | 0.15% | Q4 2013 | Q3 2014 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 1.66% | 1.80% | 1.93% | Q4 2013 | Q3 2014 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.72% | 0.89% | 1.04% | Q4 2013 | Q3 2014 | 4 |
683 Capital Management, LLC | 2 | 1 | 0.14% | 1.28% | 2.39% | Q4 2013 | Q3 2014 | 4 |
Silver Lake Advisory, LLC | 4 | 4 | 1.24% | 1.32% | 1.46% | Q4 2013 | Q3 2014 | 4 |
CARL DOMINO INC | 3 | 1 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q3 2014 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.03% | 0.18% | 0.56% | Q2 2013 | Q1 2014 | 4 |
OTA Financial Group L.P. | 2 | 1 | 0.80% | 2.06% | 3.52% | Q2 2013 | Q3 2014 | 4 |
Cordasco Financial Network | 4 | 4 | 0.01% | 1.24% | 1.89% | Q4 2013 | Q3 2014 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
DT Investment Partners, LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q4 2013 | Q3 2014 | 4 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.37% | 0.39% | 0.40% | Q1 2014 | Q3 2014 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q3 2014 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Alley Co LLC | 3 | 3 | 1.18% | 1.26% | 1.37% | Q2 2013 | Q4 2013 | 3 |
Saratoga Research & Investment Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.77% | 0.87% | 1.05% | Q2 2013 | Q4 2013 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.41% | 0.82% | 1.45% | Q1 2014 | Q3 2014 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2014 | Q3 2014 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2013 | Q4 2013 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2014 | Q3 2014 | 3 |
Family Management Corp | 3 | 3 | 2.82% | 2.86% | 2.89% | Q2 2013 | Q4 2013 | 3 |
CIBC BANK USA | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.34% | 0.41% | 0.46% | Q4 2013 | Q3 2014 | 3 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.33% | 1.45% | 2.28% | Q2 2013 | Q3 2014 | 3 |
BOSTON RESEARCH & MANAGEMENT INC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q4 2013 | Q2 2014 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2013 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.08% | 0.14% | 0.17% | Q1 2014 | Q3 2014 | 3 |
LEE DANNER & BASS INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.15% | 0.38% | 0.59% | Q1 2011 | Q3 2011 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.19% | 0.25% | 0.29% | Q1 2014 | Q3 2014 | 3 |
VNBTrust, National Association | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2013 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.37% | 0.44% | 0.53% | Q1 2014 | Q3 2014 | 3 |
Crossvault Capital Management LLC | 2 | 1 | 0.20% | 0.22% | 0.23% | Q4 2013 | Q3 2014 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q4 2013 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Beech Hill Advisors, Inc. | 3 | 3 | 1.94% | 2.10% | 2.29% | Q2 2013 | Q4 2013 | 3 |
Dominick & Dominick LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q3 2014 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2014 | Q3 2014 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
GREATMARK INVESTMENT PARTNERS, INC. | 2 | 1 | 0.09% | 0.10% | 0.11% | Q4 2013 | Q3 2014 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 1.72% | 1.91% | 2.14% | Q2 2013 | Q4 2013 | 3 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 3 | 3 | 1.38% | 1.85% | 2.14% | Q4 2013 | Q2 2014 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Independence Trust CO | 3 | 3 | 0.46% | 0.52% | 0.61% | Q2 2013 | Q4 2013 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
HARRIS ASSOCIATES L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
HOURGLASS CAPITAL, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.18% | 0.31% | 0.38% | Q2 2013 | Q4 2013 | 3 |
FOUNDERS BANK & TRUST | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
BEACH INVESTMENT COUNSEL INC/PA | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q3 2013 | 3 |
Summit Equities Inc | 3 | 3 | 0.46% | 0.54% | 0.64% | Q1 2014 | Q3 2014 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Fiera Capital Corp | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.20% | 0.22% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.74% | 0.89% | 1.06% | Q1 2013 | Q3 2013 | 3 |
Westend Capital Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 3 |
BTR CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Raab & Moskowitz Asset Management LLC | 3 | 3 | 0.53% | 0.70% | 0.93% | Q4 2013 | Q2 2014 | 3 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.57% | 1.68% | Q4 2013 | Q3 2014 | 3 |
Grisanti Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.09% | 0.13% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Moors & Cabot, Inc. | 3 | 3 | 0.69% | 0.74% | 0.78% | Q1 2014 | Q3 2014 | 3 |
CLINTON GROUP INC | 3 | 3 | 0.18% | 0.27% | 0.38% | Q3 2013 | Q1 2014 | 3 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
Plancorp, LLC | 2 | 1 | 0.19% | 0.27% | 0.37% | Q4 2013 | Q3 2014 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.52% | 0.58% | 0.63% | Q3 2013 | Q1 2014 | 3 |
New England Investment & Retirement Group, Inc. | 3 | 3 | 1.23% | 1.29% | 1.39% | Q2 2013 | Q4 2013 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Janney Capital Management LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2014 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.12% | 0.20% | 0.28% | Q2 2013 | Q4 2013 | 3 |
MURPHY CAPITAL MANAGEMENT INC | 3 | 3 | 0.56% | 0.63% | 0.70% | Q2 2013 | Q4 2013 | 3 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 3 |
Arvest Bank Trust Division | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.10% | 0.26% | Q2 2014 | Q3 2014 | 3 |
HARVEY CAPITAL MANAGEMENT INC | 3 | 3 | 0.21% | 0.34% | 0.50% | Q2 2013 | Q4 2013 | 3 |
CADINHA & CO LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 3 |
BRAVE ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
ROCKLAND TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 3 |
Gerstein Fisher | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2013 | 3 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.30% | 0.39% | 0.44% | Q1 2014 | Q3 2014 | 3 |
CONGRESS ASSET MANAGEMENT CO /MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
MAPLE SECURITIES USA INC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Dynamic Capital Management Ltd | 3 | 3 | 0.20% | 0.23% | 0.29% | Q3 2013 | Q1 2014 | 3 |
CHICKASAW CAPITAL MANAGEMENT LLC | 3 | 3 | 0.13% | 1.76% | 3.34% | Q2 2013 | Q4 2013 | 3 |
SUSQUEHANNA TRUST & INVESTMENT CO | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
SMITH HAYES Advisers, Inc | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2014 | Q3 2014 | 3 |
GOODWIN DANIEL L | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2014 | Q3 2014 | 3 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 2 | 2 | 0.23% | 0.26% | 0.30% | Q4 2013 | Q1 2014 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
SECURIAN ASSET MANAGEMENT, INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2013 | Q1 2014 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 0.34% | 0.88% | 1.42% | Q2 2013 | Q3 2014 | 2 |
EASTERN BANK | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2013 | Q1 2014 | 2 |
Sculptor Capital LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 2 |
HOWLAND CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.37% | 0.40% | 0.42% | Q2 2013 | Q3 2013 | 2 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 2 |
Glenview Trust Co | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2011 | Q4 2013 | 2 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
CAPITAL GUARDIAN TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SAROFIM FAYEZ | 1 | 1 | 1.82% | 1.90% | 1.99% | Q4 2012 | Q3 2013 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 2 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.09% | 0.16% | 0.23% | Q4 2013 | Q3 2014 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
SCHULHOFF & CO INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2014 | Q3 2014 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Advisors Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.72% | 0.77% | 0.82% | Q2 2014 | Q3 2014 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2013 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
JANE STREET GROUP, LLC | 2 | 2 | 0.13% | 0.55% | 0.98% | Q2 2014 | Q3 2014 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q2 2014 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
GRIFFIN ASSET MANAGEMENT, INC. | 2 | 2 | 0.50% | 0.55% | 0.59% | Q2 2013 | Q3 2013 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2014 | Q3 2014 | 2 |
BURNEY CO/ | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q3 2014 | 2 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.24% | 0.41% | 0.59% | Q4 2013 | Q1 2014 | 2 |
FIRST CITIZENS BANCORPORATION INC | 2 | 2 | 0.47% | 0.50% | 0.52% | Q2 2013 | Q3 2013 | 2 |
FBR & Co. | 2 | 2 | 0.45% | 0.55% | 0.65% | Q3 2013 | Q4 2013 | 2 |
Renaissance Investment Group LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2013 | Q3 2013 | 2 |
CoreCommodity Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2014 | Q3 2014 | 2 |
Nepsis Inc. | 2 | 2 | 1.22% | 1.24% | 1.25% | Q1 2014 | Q2 2014 | 2 |
CWM, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.25% | 0.26% | 0.28% | Q3 2013 | Q1 2014 | 2 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 2 |
Capital Innovations LLC | 2 | 2 | 1.25% | 1.38% | 1.50% | Q4 2013 | Q1 2014 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.36% | 0.42% | 0.48% | Q2 2014 | Q3 2014 | 2 |
TD Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
First Allied Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Aureus Asset Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Ruane, Cunniff & Goldfarb | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Malaga Cove Capital, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q1 2014 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.08% | 0.42% | 0.76% | Q1 2014 | Q2 2014 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
REINHART PARTNERS, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Allworth Financial LP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q3 2014 | 2 |
ACCIPITER CAPITAL MANAGEMENT, LLC | 2 | 2 | 8.40% | 11.95% | 15.51% | Q1 2014 | Q2 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q3 2013 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
TPH Asset Management, LLC | 1 | 1 | 0.52% | 1.58% | 2.63% | Q3 2013 | Q3 2014 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 1.73% | 1.83% | 1.93% | Q2 2013 | Q3 2013 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.37% | 0.39% | Q2 2013 | Q3 2014 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
NORRIS PERNE & FRENCH LLP/MI | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Telos Capital Management, Inc. | 2 | 2 | 0.70% | 0.74% | 0.78% | Q3 2013 | Q4 2013 | 2 |
Azimuth Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
GRASSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q4 2013 | 2 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.10% | 0.16% | Q4 2013 | Q3 2014 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2013 | Q3 2013 | 2 |
THOMASPARTNERS, INC. | 2 | 2 | 0.01% | 0.37% | 0.73% | Q2 2013 | Q3 2013 | 2 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2014 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2014 | Q3 2014 | 1 |
COWEN INC. | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2014 | Q3 2014 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Mountain Lake Investment Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2014 | Q1 2014 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2014 | Q3 2014 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Pomelo Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Brookfield Asset Management | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2014 | Q2 2014 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CG Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GLG Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
HWG Holdings LP | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2013 | Q4 2013 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2014 | Q1 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
SPROTT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
TPG Group Holdings (SBS) Advisors, Inc. | 1 | 1 | 6.14% | 6.14% | 6.14% | Q2 2013 | Q2 2013 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2014 | Q3 2014 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2014 | Q3 2014 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GoldenTree Asset Management | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2013 | Q2 2013 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MIDDLETON & CO INC/MA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Burren Capital Advisors Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2014 | Q3 2014 | 1 |
Magnetar Financial LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2014 | Q3 2014 | 1 |
Lipe & Dalton | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2014 | Q3 2014 | 1 |
ATHERTON LANE ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2014 | Q3 2014 | 1 |
Tradeworx Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
CSS LLC/IL | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
Moab Capital Partners | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2014 | Q3 2014 | 1 |
ICC CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2014 | Q3 2014 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Verity & Verity, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2013 | Q2 2013 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NBW CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
KGH Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2013 | Q1 2013 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2013 | Q2 2013 | 1 |
Alpine Global Management, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q3 2014 | Q3 2014 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 6.23% | 6.23% | 6.23% | Q3 2014 | Q3 2014 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
Strategic Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Progeny 3, Inc. | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2014 | Q3 2014 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2014 | Q1 2014 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Sippican Capital Advisors | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2014 | Q3 2014 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2013 | Q3 2013 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 8.53% | 8.53% | 8.53% | Q3 2014 | Q3 2014 | 1 |
FIRSTMERIT BANK N A TRUSTEE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
WealthTrust Axiom LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
OTA LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q2 2014 | Q2 2014 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CMT TRADING LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2014 | Q3 2014 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2014 | Q3 2014 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Notis-McConarty Edward | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
HighVista Strategies LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2014 | Q3 2014 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2014 | Q3 2014 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
KING INVESTMENT ADVISORS INC/TX | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2014 | Q3 2014 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2014 | Q3 2014 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2014 | Q3 2014 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
BERKLEY W R CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own KINDER MORGAN ENERGY PARTNER or have owned KINDER MORGAN ENERGY PARTNER in the past.