Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2014 | 23 |
DONALDSON CAPITAL MANAGEMENT, LLC | 19 | 19 | 2.65% | 3.65% | 5.16% | Q1 2010 | Q3 2014 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
BARCLAYS PLC | 6 | 6 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2014 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2014 | 17 |
Spot Trading L.L.C | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 16 |
GOLDMAN SACHS GROUP INC | 6 | 4 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2014 | 16 |
PEAK6 Group LLC | 6 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2014 | 15 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 13 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2011 | Q3 2014 | 12 |
MCF Advisors LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2011 | Q3 2014 | 12 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2011 | Q3 2014 | 12 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2014 | 10 |
Elite Wealth Management, Inc. | 9 | 9 | 0.06% | 0.14% | 0.22% | Q3 2012 | Q3 2014 | 9 |
TPH Asset Management, LLC | 6 | 6 | 0.01% | 3.38% | 13.12% | Q2 2013 | Q3 2014 | 9 |
BEACON FINANCIAL GROUP | 9 | 9 | 0.05% | 0.13% | 0.29% | Q3 2013 | Q3 2015 | 9 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 8 |
Tortoise Investment Management, LLC | 8 | 8 | 2.18% | 4.33% | 6.00% | Q4 2012 | Q3 2014 | 8 |
Veritable, L.P. | 8 | 8 | 0.22% | 0.27% | 0.33% | Q4 2012 | Q3 2014 | 8 |
Ironwood Investment Counsel, LLC | 8 | 8 | 1.03% | 1.34% | 1.72% | Q2 2013 | Q1 2015 | 8 |
CITIGROUP INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2014 | 8 |
Heronetta Management, L.P. | 8 | 8 | 1.20% | 1.49% | 1.85% | Q4 2012 | Q3 2014 | 8 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2013 | Q3 2014 | 7 |
ADVISORY RESEARCH INC | 6 | 1 | 0.71% | 1.30% | 1.69% | Q2 2013 | Q3 2016 | 7 |
BANK OF AMERICA CORP /DE/ | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 2 | 0.00% | 0.10% | 0.15% | Q4 2013 | Q3 2015 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2013 | Q3 2014 | 7 |
BEACH INVESTMENT COUNSEL INC/PA | 7 | 7 | 0.30% | 0.38% | 0.46% | Q1 2013 | Q3 2014 | 7 |
Bares Capital Management | 7 | 7 | 0.03% | 0.05% | 0.12% | Q1 2013 | Q3 2014 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2013 | Q3 2014 | 7 |
Sterling Capital Management LLC | 7 | 7 | 0.13% | 0.47% | 1.38% | Q1 2013 | Q3 2014 | 7 |
Arizona State Retirement System | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2013 | Q3 2014 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.11% | 0.34% | Q1 2013 | Q3 2014 | 7 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.58% | 0.69% | 0.85% | Q2 2013 | Q3 2014 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Aperio Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
BROADVIEW ADVISORS LLC | 6 | 6 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Avalon Investment & Advisory | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q3 2014 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 6 | 6 | 0.88% | 1.66% | 2.38% | Q2 2013 | Q3 2014 | 6 |
CREDIT AGRICOLE S A | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
VANGUARD GROUP INC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Segment Wealth Management, LLC | 6 | 6 | 0.73% | 1.04% | 1.43% | Q2 2013 | Q3 2014 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Kingfisher Capital LLC | 6 | 6 | 0.37% | 0.41% | 0.48% | Q2 2013 | Q3 2014 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.46% | 0.70% | 1.19% | Q2 2013 | Q3 2014 | 6 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Advisors Capital Management, LLC | 6 | 6 | 0.86% | 0.95% | 1.07% | Q2 2013 | Q3 2014 | 6 |
Smithfield Trust Co | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BNP Paribas Asset Management Holding S.A. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 6 | 1.64% | 1.75% | 1.99% | Q2 2013 | Q3 2014 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 6 | 6 | 0.23% | 0.30% | 0.50% | Q2 2013 | Q3 2014 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HEADINVEST, LLC | 6 | 6 | 1.79% | 2.08% | 2.44% | Q2 2013 | Q3 2014 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TEACHERS ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
QUALCOMM INC/DE | 6 | 6 | 0.30% | 0.40% | 0.65% | Q2 2013 | Q3 2014 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ASSOCIATED BANC-CORP | 6 | 6 | 0.07% | 0.18% | 0.30% | Q2 2013 | Q3 2014 | 6 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 6 | 6 | 5.21% | 5.83% | 6.32% | Q2 2013 | Q3 2014 | 6 |
MILLER HOWARD INVESTMENTS INC /NY | 6 | 6 | 0.02% | 0.79% | 3.07% | Q2 2013 | Q3 2014 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.21% | 0.42% | 0.54% | Q2 2013 | Q3 2014 | 6 |
FIRSTMERIT BANK N A TRUSTEE | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
FOUNDERS BANK & TRUST | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2014 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.40% | 0.60% | 0.85% | Q2 2013 | Q3 2014 | 6 |
Harvest Fund Advisors LLC | 6 | 6 | 3.80% | 5.76% | 8.43% | Q2 2013 | Q3 2014 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.78% | 1.07% | 1.30% | Q2 2013 | Q3 2014 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
RAYMOND JAMES TRUST N.A. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Nichols Asset Management LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.19% | 0.20% | 0.23% | Q2 2013 | Q3 2014 | 6 |
L. Roy Papp & Associates, LLP | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
CAPITAL GUARDIAN TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SHELL ASSET MANAGEMENT CO | 6 | 6 | 0.19% | 0.21% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.13% | 0.17% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Tower Research Capital LLC (TRC) | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Sandy Spring Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 1.14% | 1.32% | 1.49% | Q2 2013 | Q3 2014 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Texan Capital Management | 6 | 6 | 0.29% | 0.35% | 0.41% | Q2 2013 | Q3 2014 | 6 |
Whitnell & Co. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Texas Yale Capital Corp. | 6 | 6 | 0.14% | 0.38% | 0.70% | Q2 2013 | Q3 2014 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Linscomb & Williams, Inc. | 6 | 6 | 0.04% | 0.06% | 0.15% | Q2 2013 | Q3 2014 | 6 |
ClearBridge Investments | 6 | 6 | 0.40% | 0.50% | 0.66% | Q2 2013 | Q3 2014 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
BLACKHILL CAPITAL INC | 6 | 6 | 4.44% | 5.08% | 5.65% | Q2 2013 | Q3 2014 | 6 |
Citadel Advisors | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6 | 6 | 0.66% | 0.91% | 1.40% | Q2 2013 | Q3 2014 | 6 |
MAI Capital Management | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Dai-ichi Life Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 6 | 6 | 0.44% | 0.77% | 1.07% | Q2 2013 | Q3 2014 | 6 |
HOWE & RUSLING INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
NICHOLAS COMPANY, INC. | 6 | 6 | 0.98% | 1.61% | 2.11% | Q2 2013 | Q3 2014 | 6 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 6 | 6 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Creative Planning | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.32% | 0.37% | 0.45% | Q2 2013 | Q3 2014 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2014 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2014 | 6 |
BlackRock Group LTD | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
AXA S.A. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 6 |
WESTPAC BANKING CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
COMERICA BANK | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NEW SOUTH CAPITAL MANAGEMENT INC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Swiss National Bank | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 1.78% | 2.24% | 2.94% | Q2 2013 | Q3 2014 | 6 |
SELZ CAPITAL LLC | 6 | 6 | 1.47% | 1.81% | 2.58% | Q2 2013 | Q3 2014 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.36% | 0.64% | 1.22% | Q2 2013 | Q3 2014 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
BANK OF MONTREAL /CAN/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 2.22% | 2.89% | 3.81% | Q2 2013 | Q3 2014 | 6 |
PANAGORA ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Hoxton Financial, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.01% | 0.14% | 0.21% | Q2 2013 | Q3 2014 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.19% | 0.23% | 0.27% | Q2 2013 | Q3 2014 | 6 |
ProVise Management Group, LLC | 6 | 6 | 0.28% | 0.30% | 0.35% | Q2 2013 | Q3 2014 | 6 |
Investors Capital Advisory Services | 6 | 6 | 0.08% | 0.15% | 0.19% | Q2 2013 | Q3 2014 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q3 2014 | 6 |
GAMBLE JONES INVESTMENT COUNSEL | 6 | 6 | 0.30% | 0.34% | 0.40% | Q2 2013 | Q3 2014 | 6 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 6 | 6 | 0.05% | 0.07% | 0.13% | Q2 2013 | Q3 2014 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
JANUS HENDERSON INVESTORS US LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
DekaBank Deutsche Girozentrale | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 6 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.82% | 0.86% | 0.93% | Q2 2013 | Q3 2014 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Salient Capital Advisors, LLC | 6 | 6 | 3.22% | 4.20% | 5.57% | Q2 2013 | Q3 2014 | 6 |
HITE Hedge Asset Management LLC | 6 | 6 | 0.10% | 1.10% | 2.67% | Q2 2013 | Q3 2014 | 6 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
ParenteBeard Wealth Management, LLC | 6 | 6 | 11.03% | 15.42% | 17.31% | Q2 2013 | Q3 2014 | 6 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 6 | 6 | 1.64% | 1.83% | 2.00% | Q2 2013 | Q3 2014 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.94% | 1.04% | 1.11% | Q2 2013 | Q3 2014 | 6 |
JPMORGAN CHASE & CO | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
CURIAN CAPITAL LLC | 6 | 6 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2014 | 6 |
TRAVELERS COMPANIES, INC. | 6 | 6 | 8.52% | 9.50% | 11.03% | Q2 2013 | Q3 2014 | 6 |
Callahan Advisors, LLC | 6 | 6 | 0.28% | 0.49% | 0.57% | Q2 2013 | Q3 2014 | 6 |
HALSEY ASSOCIATES INC/CT | 6 | 6 | 4.18% | 5.11% | 6.74% | Q2 2013 | Q3 2014 | 6 |
GAM Holding AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.08% | 0.10% | 0.15% | Q2 2013 | Q3 2014 | 6 |
JANUS HENDERSON GROUP PLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 6 | 6 | 1.40% | 1.59% | 1.95% | Q2 2013 | Q3 2014 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.61% | 0.69% | 0.78% | Q2 2013 | Q3 2014 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Brown Advisory Securities, LLC | 6 | 6 | 0.24% | 0.28% | 0.34% | Q2 2013 | Q3 2014 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Li Winifred I | 6 | 6 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Renaissance Technologies | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
COHEN & STEERS, INC. | 6 | 6 | 0.14% | 0.17% | 0.27% | Q2 2013 | Q3 2014 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
SFE Investment Counsel | 6 | 6 | 0.18% | 1.24% | 1.67% | Q2 2013 | Q3 2014 | 6 |
Tesuji Partners | 6 | 6 | 5.74% | 6.90% | 8.50% | Q2 2013 | Q3 2014 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 6 | 0.20% | 0.27% | 0.37% | Q2 2013 | Q3 2014 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2013 | Q3 2014 | 6 |
APG Asset Management N.V. | 6 | 6 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q3 2014 | 6 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.54% | 0.93% | 1.39% | Q2 2013 | Q3 2014 | 6 |
LONDON CO OF VIRGINIA | 6 | 6 | 0.86% | 1.12% | 1.64% | Q2 2013 | Q3 2014 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.07% | 0.12% | 0.27% | Q2 2013 | Q3 2014 | 6 |
STATE STREET CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Edgemoor Investment Advisors, Inc. | 6 | 6 | 1.72% | 1.90% | 2.16% | Q2 2013 | Q3 2014 | 6 |
Oxbow Advisors, LLC | 6 | 6 | 3.02% | 3.74% | 4.52% | Q2 2013 | Q3 2014 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SMITH CHAS P & ASSOCIATES PA CPAS | 6 | 6 | 2.77% | 3.13% | 3.72% | Q2 2013 | Q3 2014 | 6 |
Financial Advantage, Inc. | 6 | 6 | 5.16% | 6.37% | 6.98% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ROYAL BANK OF CANADA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FIDUCIARY ASSET MANAGEMENT LLC | 6 | 6 | 0.26% | 0.30% | 0.33% | Q2 2013 | Q3 2014 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 6 | 6 | 1.57% | 1.82% | 2.32% | Q2 2013 | Q3 2014 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 2.47% | 2.77% | 3.32% | Q2 2013 | Q3 2014 | 6 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
SG Americas Securities, LLC | 6 | 6 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Asset Management One Co., Ltd. | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Catalyst Capital Advisors LLC | 6 | 6 | 0.10% | 0.24% | 0.50% | Q2 2013 | Q3 2014 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.25% | 0.29% | 0.34% | Q2 2013 | Q3 2014 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CORTLAND ADVISERS LLC | 6 | 6 | 6.10% | 6.80% | 8.51% | Q2 2013 | Q3 2014 | 6 |
HAHN CAPITAL MANAGEMENT LLC | 6 | 6 | 1.79% | 2.07% | 2.35% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
MOODY LYNN & LIEBERSON, LLC | 6 | 6 | 0.11% | 0.79% | 1.88% | Q2 2013 | Q3 2014 | 6 |
M&T BANK CORP | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
McClain Value Management LLC | 6 | 6 | 0.44% | 1.07% | 2.29% | Q2 2013 | Q3 2014 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SOLARIS ASSET MANAGEMENT LLC | 6 | 6 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.05% | 0.09% | 0.23% | Q2 2013 | Q3 2014 | 6 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2014 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
NORTHERN TRUST CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 2.42% | 2.71% | 3.20% | Q2 2013 | Q3 2014 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Spears Abacus Advisors LLC | 6 | 6 | 0.27% | 0.30% | 0.35% | Q2 2013 | Q3 2014 | 6 |
RAY GERALD L & ASSOCIATES LTD | 6 | 6 | 0.14% | 0.16% | 0.20% | Q2 2013 | Q3 2014 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
LPL Financial LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Legal & General Group Plc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BlackRock Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Korea Investment CORP | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.07% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
EVERETT HARRIS & CO /CA/ | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Essex Financial Services, Inc. | 6 | 6 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
Daiwa Securities Group Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
PartnerRe Asset Management CORP | 6 | 6 | 3.26% | 3.98% | 5.93% | Q2 2013 | Q3 2014 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2014 | 6 |
WFG Advisors, LP | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
PINNACLE ASSOCIATES LTD | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Plante Moran Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Freestone Capital Holdings, LLC | 6 | 6 | 0.43% | 0.66% | 1.01% | Q2 2013 | Q3 2014 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Energy Income Partners, LLC | 6 | 6 | 5.55% | 6.12% | 6.56% | Q2 2013 | Q3 2014 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MORGAN STANLEY | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
CASTLEARK MANAGEMENT LLC | 6 | 6 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2014 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Center Coast Capital Advisors, LP | 6 | 6 | 6.63% | 7.17% | 7.69% | Q2 2013 | Q3 2014 | 6 |
Pinnacle Holdings, LLC | 6 | 6 | 0.14% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
GSA CAPITAL PARTNERS LLP | 6 | 6 | 0.02% | 0.12% | 0.18% | Q2 2013 | Q3 2014 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
FIRST NATIONAL BANK OF OMAHA | 6 | 6 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Alberta Investment Management Corp | 6 | 6 | 0.18% | 0.24% | 0.46% | Q2 2013 | Q3 2014 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.13% | 0.39% | 0.74% | Q2 2013 | Q3 2014 | 6 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
CAPE ANN SAVINGS BANK | 6 | 6 | 0.34% | 0.38% | 0.52% | Q2 2013 | Q3 2014 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 6 | 0.32% | 0.36% | 0.43% | Q2 2013 | Q3 2014 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Bollard Group LLC | 6 | 6 | 0.76% | 0.99% | 1.56% | Q2 2013 | Q3 2014 | 6 |
IMA Wealth, Inc. | 5 | 5 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
SEIZERT CAPITAL PARTNERS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Aull & Monroe Investment Management Corp | 5 | 5 | 0.65% | 0.99% | 1.27% | Q3 2013 | Q3 2014 | 5 |
Geneva Advisors, LLC | 3 | 2 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2014 | 5 |
Robeco Institutional Asset Management B.V. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
TWO SIGMA INVESTMENTS, LP | 3 | 2 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2014 | 5 |
Nuveen Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 1.90% | 2.20% | 2.47% | Q2 2013 | Q2 2014 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.35% | 0.41% | 0.54% | Q2 2013 | Q2 2014 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
ANDERSON HOAGLAND & CO | 5 | 5 | 0.21% | 0.26% | 0.42% | Q2 2013 | Q2 2014 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.10% | 0.25% | 0.39% | Q2 2013 | Q2 2014 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 5 |
Global X Management CO LLC | 5 | 5 | 0.09% | 0.23% | 0.42% | Q3 2013 | Q3 2014 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
DELTA LLOYD NV | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
GROUP ONE TRADING, L.P. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
CIBC Asset Management Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 5 |
D. E. Shaw & Co., Inc. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Sand Hill Global Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
RIVERBRIDGE PARTNERS LLC | 5 | 5 | 0.02% | 0.40% | 0.57% | Q2 2013 | Q2 2014 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.18% | 0.66% | 1.05% | Q2 2013 | Q2 2014 | 5 |
KBC Group NV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2014 | 5 |
Gilman Hill Asset Management, LLC | 5 | 5 | 0.27% | 0.31% | 0.34% | Q2 2013 | Q2 2014 | 5 |
OppenheimerFunds, Inc. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2014 | 5 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.83% | 0.96% | 1.07% | Q4 2013 | Q3 2014 | 4 |
LUCAS CAPITAL MANAGEMENT | 3 | 1 | 0.07% | 0.08% | 0.09% | Q3 2013 | Q3 2014 | 4 |
Wills Financial Group, Inc. | 4 | 4 | 0.22% | 0.25% | 0.27% | Q4 2013 | Q3 2014 | 4 |
Santa Fe Partners LLC | 4 | 4 | 0.05% | 0.20% | 0.38% | Q2 2013 | Q1 2014 | 4 |
ALBERT D MASON INC | 4 | 4 | 0.39% | 0.52% | 0.71% | Q4 2013 | Q3 2014 | 4 |
DE BURLO GROUP INC | 4 | 4 | 0.11% | 0.45% | 1.22% | Q2 2013 | Q1 2014 | 4 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.34% | 0.58% | 1.00% | Q1 2012 | Q4 2013 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2013 | Q3 2014 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q2 2014 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 4 | 4 | 1.24% | 1.60% | 2.39% | Q4 2013 | Q3 2014 | 4 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 4 | 4 | 3.82% | 4.17% | 4.84% | Q4 2013 | Q3 2014 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 1.36% | 1.59% | 1.87% | Q4 2013 | Q3 2014 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Wallace Capital Management Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q1 2014 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
TOBAM | 4 | 4 | 0.00% | 0.05% | 0.20% | Q3 2013 | Q2 2014 | 4 |
Yellowstone Partners, LLC | 4 | 4 | 2.66% | 2.98% | 3.50% | Q4 2013 | Q3 2014 | 4 |
Polaris Wealth Advisory Group, LLC | 4 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2014 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Atria Investments, Inc | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Belmont Global Advisors, Inc. | 4 | 4 | 0.70% | 0.81% | 0.92% | Q4 2013 | Q3 2014 | 4 |
TIAA CREF TRUST CO FSB/MO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q3 2014 | 4 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2013 | Q3 2014 | 4 |
FIELDPOINT PRIVATE ADVISORS, INC | 4 | 4 | 0.37% | 0.64% | 1.14% | Q2 2013 | Q1 2014 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Jupiter Investment Management Ltd | 4 | 4 | 0.00% | 0.19% | 0.42% | Q3 2013 | Q2 2014 | 4 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
KANALY TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
CIBC BANK USA | 4 | 4 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Carroll Financial Associates, Inc. | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2014 | 4 |
CENTRAL BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Airain ltd | 4 | 4 | 0.07% | 0.10% | 0.15% | Q3 2013 | Q2 2014 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Gulf International Bank (UK) Ltd | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q3 2014 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.34% | 0.36% | 0.38% | Q2 2013 | Q1 2014 | 4 |
Gerstein Fisher | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2013 | Q3 2014 | 4 |
Brave Warrior Advisors | 4 | 4 | 5.64% | 8.12% | 9.44% | Q4 2013 | Q3 2014 | 4 |
Silver Lake Advisory, LLC | 4 | 4 | 0.96% | 1.03% | 1.09% | Q4 2013 | Q3 2014 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2014 | 3 |
SHIKIAR ASSET MANAGEMENT INC | 3 | 3 | 1.30% | 1.39% | 1.52% | Q1 2014 | Q3 2014 | 3 |
Integre Asset Management, LLC | 3 | 3 | 0.37% | 0.41% | 0.47% | Q1 2014 | Q3 2014 | 3 |
Zimmer Partners, LP | 2 | 2 | 0.86% | 1.27% | 1.76% | Q2 2013 | Q3 2013 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.52% | 0.63% | 0.73% | Q1 2013 | Q3 2013 | 3 |
Cannell & Co. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Brookstone Capital Management | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q2 2014 | 3 |
KMS FINANCIAL SERVICES, INC | 2 | 1 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.57% | 0.67% | 0.83% | Q1 2014 | Q3 2014 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.06% | 0.06% | 0.08% | Q2 2011 | Q4 2011 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.48% | 0.65% | 0.84% | Q1 2014 | Q3 2014 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.06% | 0.08% | 0.13% | Q1 2014 | Q3 2014 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
CAPITAL MANAGEMENT CORP /VA | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 3 |
WMS Partners, LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2014 | Q3 2014 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Livforsakringsbolaget Skandia, Omsesidigt | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
BOKF, NA | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.30% | 0.49% | 0.74% | Q3 2013 | Q1 2014 | 3 |
Swift Run Capital | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2014 | Q3 2014 | 3 |
Mountain Lake Investment Management LLC | 3 | 3 | 2.27% | 5.21% | 7.43% | Q1 2014 | Q3 2014 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.14% | 0.26% | Q4 2013 | Q3 2014 | 3 |
WESBANCO BANK INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.30% | 0.51% | 0.69% | Q2 2013 | Q1 2014 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2014 | Q3 2014 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2013 | Q2 2014 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
HOWARD CAPITAL MANAGEMENT | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2014 | 3 |
Court Place Advisors, LLC | 3 | 3 | 0.25% | 0.29% | 0.33% | Q1 2014 | Q3 2014 | 3 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 3 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Archford Capital Strategies, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.12% | 0.56% | 0.89% | Q1 2014 | Q3 2014 | 3 |
DF DENT & CO INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Ledyard National Bank | 3 | 3 | 0.20% | 0.27% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.03% | 0.24% | 0.40% | Q2 2013 | Q1 2014 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
STIFEL FINANCIAL CORP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Partners Group Holding AG | 3 | 3 | 1.70% | 2.35% | 2.75% | Q2 2013 | Q4 2013 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
CLINTON GROUP INC | 1 | 1 | 0.10% | 0.19% | 0.28% | Q4 2013 | Q2 2014 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.81% | 0.83% | 0.86% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2013 | Q1 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.16% | 0.17% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.09% | 0.27% | 0.45% | Q4 2013 | Q1 2014 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Osborn Williams & Donohoe LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q3 2013 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q4 2013 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Brookfield Asset Management | 1 | 1 | 0.06% | 0.31% | 0.57% | Q2 2013 | Q2 2014 | 2 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.03% | 0.20% | 0.37% | Q2 2013 | Q3 2013 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.24% | 0.26% | 0.29% | Q1 2014 | Q2 2014 | 2 |
Grace Capital | 2 | 2 | 0.71% | 0.81% | 0.91% | Q2 2014 | Q3 2014 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.07% | 0.14% | 0.21% | Q4 2013 | Q1 2014 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
Private Advisor Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.30% | 0.38% | 0.45% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2014 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2013 | 2 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Eos Management, L.P. | 2 | 2 | 1.89% | 2.38% | 2.86% | Q2 2014 | Q3 2014 | 2 |
TEXAS CAPITAL BANCSHARES INC/TX | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Praesidis Advisors LLC | 1 | 1 | 5.16% | 5.16% | 5.16% | Q3 2013 | Q3 2013 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2014 | Q3 2014 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Pentwater Capital Management LP | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2014 | Q3 2014 | 1 |
Alpine Global Management, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2014 | Q3 2014 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2013 | Q3 2013 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2012 | Q4 2012 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
ING GROEP NV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 4.23% | 4.23% | 4.23% | Q3 2014 | Q3 2014 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CADENCE BANK NA | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Homrich & Berg | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TERRIL BROTHERS, INC. | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2014 | Q3 2014 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2014 | Q3 2014 | 1 |
Cipher Capital LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q4 2013 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Grey Owl Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2014 | Q3 2014 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2014 | Q3 2014 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FMR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HAP Trading, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2014 | Q3 2014 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2013 | Q3 2013 | 1 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
StellarOne CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Magnetar Financial LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2014 | Q3 2014 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2012 | Q1 2012 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2014 | Q3 2014 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2014 | Q3 2014 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2013 | Q2 2013 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2013 | Q3 2013 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own KINDER MORGAN MANAGEMENT LLC or have owned KINDER MORGAN MANAGEMENT LLC in the past.