KINDER MORGAN MANAGE - 49455U100

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2014 · Compare: Q2 2014
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
CORTLAND ADVISERS LLC History No change 4,059,206 320,389 6.7% 6.7% 1 0 0.0% Q2 2014 Aug 06, 2014
Center Coast Capital Advisors, LP History No change 3,635,823 286,976 6.63% 6.63% 2 0 0.0% Q2 2014 Jul 28, 2014
BB&T SECURITIES, LLC History No change 193,709 152,894 0.36% 0.36% 3 0 0.0% Q2 2014 Jul 11, 2014
LONDON CO OF VIRGINIA History No change 1,482,232 116,982 1.28% 1.28% 4 0 0.0% Q2 2014 Aug 07, 2014
APG Asset Management N.V. History No change 705,756 55,705 0.12% 0.12% 5 0 0.0% Q2 2014 Aug 11, 2014
Swiss National Bank History No change 683,237 53,928 0.2% 0.2% 6 0 0.0% Q2 2014 Aug 06, 2014
MID CONTINENT CAPITAL LLC/IL History No change 576,192 45,479 2.63% 2.63% 7 0 0.0% Q2 2014 Jul 25, 2014
BlackRock Group LTD History No change 540,899 42,693 0.02% 0.02% 8 0 0.0% Q2 2014 Aug 06, 2014
CREDIT SUISSE AG/ History No change 515,799 40,712 0.03% 0.03% 9 0 0.0% Q2 2014 Aug 11, 2014
ParenteBeard Wealth Management, LLC History No change 447,384 35,312 15.52% 15.52% 10 0 0.0% Q2 2014 Jul 23, 2014
BLACKHILL CAPITAL INC History No change 430,422 33,973 4.61% 4.61% 11 0 0.0% Q2 2014 Aug 05, 2014
VANGUARD GROUP INC History No change 405,855 32,035 0.0% 0.0% 12 0 0.0% Q2 2014 Aug 11, 2014
Oxbow Advisors, LLC History No change 386,565 30,512 4.05% 4.05% 13 0 0.0% Q2 2014 Jul 18, 2014
BlackRock Fund Advisors History No change 379,438 29,949 0.01% 0.01% 14 0 0.0% Q2 2014 Aug 06, 2014
BlackRock Institutional Trust Company, N.A. History No change 336,766 26,581 0.0% 0.0% 15 0 0.0% Q2 2014 Aug 06, 2014
Sumitomo Mitsui Trust Holdings, Inc. History No change 290,981 22,967 0.05% 0.05% 16 0 0.0% Q2 2014 Aug 11, 2014
PartnerRe Asset Management CORP History No change 234,878 18,539 3.26% 3.26% 17 0 0.0% Q2 2014 Jul 30, 2014
Her Majesty the Queen in Right of the Province of Alberta as represented by Alberta Investment Management Corp History No change 224,737 17,738 0.2% 0.2% 18 0 0.0% Q2 2014 Jul 16, 2014
BlackRock Inc. History No change 214,064 16,896 0.03% 0.03% 19 0 0.0% Q2 2014 Aug 06, 2014
Neuberger Berman Group LLC History No change 166,953 13,178 0.01% 0.01% 20 0 0.0% Q2 2014 Aug 05, 2014
SHELL ASSET MANAGEMENT CO History No change 159,578 12,595 0.19% 0.19% 21 0 0.0% Q2 2014 Aug 08, 2014
Edgemoor Investment Advisors, Inc. History No change 153,789 12,139 1.79% 1.79% 22 0 0.0% Q2 2014 Aug 11, 2014
BlackRock Japan Co. Ltd History No change 132,757 10,479 0.05% 0.05% 23 0 0.0% Q2 2014 Aug 06, 2014
Jacobus Wealth Management, Inc. History No change 112,450 8,876 2.27% 2.27% 24 0 0.0% Q2 2014 Aug 06, 2014
Parsec Financial Management, Inc. History No change 109,816 8,668 0.95% 0.95% 25 0 0.0% Q2 2014 Jul 28, 2014
Tortoise Investment Management, LLC History No change 100,967 7,969 3.33% 3.33% 26 0 0.0% Q2 2014 Jul 29, 2014
Financial Advantage, Inc. History No change 90,143 7,115 6.96% 6.96% 27 0 0.0% Q2 2014 Aug 11, 2014
Global X Management CO LLC History No change 85,021 6,711 0.39% 0.39% 28 0 0.0% Q2 2014 Jul 31, 2014
Advisors Capital Management, LLC History No change 84,277 6,652 0.9% 0.9% 29 0 0.0% Q2 2014 Jul 25, 2014
SELZ CAPITAL LLC History No change 82,958 6,548 1.73% 1.73% 30 0 0.0% Q2 2014 Jul 10, 2014
NEW YORK STATE COMMON RETIREMENT FUND History No change 80,653 6,366 0.01% 0.01% 31 0 0.0% Q2 2014 Aug 05, 2014
BROWN ADVISORY INC History No change 71,411 5,636 0.02% 0.02% 32 0 0.0% Q2 2014 Aug 08, 2014
PNC FINANCIAL SERVICES GROUP, INC. History No change 63,800 5,035 0.01% 0.01% 33 0 0.0% Q2 2014 Aug 08, 2014
GREAT WEST LIFE ASSURANCE CO /CAN/ History No change 62,258 4,899 0.02% 0.02% 34 0 0.0% Q2 2014 Aug 06, 2014
BRADLEY FOSTER & SARGENT INC/CT History No change 61,246 4,834 0.24% 0.24% 35 0 0.0% Q2 2014 Aug 04, 2014
Shinko Asset Management Co., Ltd. History No change 61,066 4,820 0.04% 0.04% 36 0 0.0% Q2 2014 Jul 29, 2014
HEADINVEST, LLC History No change 60,359 4,764 1.93% 1.93% 37 0 0.0% Q2 2014 Jul 31, 2014
Arizona State Retirement System History No change 56,875 4,489 0.05% 0.05% 38 0 0.0% Q2 2014 Aug 07, 2014
PICTET ASSET MANAGEMENT LTD History No change 53,108 4,192 0.02% 0.02% 39 0 0.0% Q2 2014 Jul 31, 2014
KCM INVESTMENT ADVISORS LLC History No change 48,011 3,790 0.35% 0.35% 40 0 0.0% Q2 2014 Aug 01, 2014
BEACH INVESTMENT COUNSEL INC/PA History No change 46,484 3,669 0.33% 0.33% 41 0 0.0% Q2 2014 Jul 22, 2014
Morningstar Investment Services, Inc. History No change 44,947 3,548 0.21% 0.21% 42 0 0.0% Q2 2014 Aug 07, 2014
SHIKIAR ASSET MANAGEMENT INC History No change 41,729 3,294 1.36% 1.36% 43 0 0.0% Q2 2014 Jul 23, 2014
GSA CAPITAL PARTNERS LLP History No change 41,013 3,237 0.15% 0.15% 44 0 0.0% Q2 2014 Aug 08, 2014
Cutter & CO Brokerage, Inc. History No change 40,491 3,196 1.17% 1.17% 45 0 0.0% Q2 2014 Jul 31, 2014
GAMBLE JONES INVESTMENT COUNSEL History No change 35,168 2,776 0.31% 0.31% 46 0 0.0% Q2 2014 Aug 07, 2014
LPL Financial LLC History No change 33,991 2,683 0.02% 0.02% 47 0 0.0% Q2 2014 Aug 05, 2014
CT Mason History No change 32,646 2,577 0.71% 0.71% 48 0 0.0% Q2 2014 Jul 30, 2014
DAVIDSON D A & CO History No change 30,938 2,439 0.08% 0.08% 49 0 0.0% Q2 2014 Jul 29, 2014
Regal Investment Advisors LLC History No change 28,865 2,278 0.81% 0.81% 50 0 0.0% Q2 2014 Aug 04, 2014
YHB Investment Advisors, Inc. History No change 28,338 2,237 0.54% 0.54% 51 0 0.0% Q2 2014 Jul 29, 2014
BB&T CORP History No change 27,839 2,198 0.07% 0.07% 52 0 0.0% Q2 2014 Jul 21, 2014
WALNUT PRIVATE EQUITY PARTNERS, LLC History No change 27,431 2,165 1.29% 1.29% 53 0 0.0% Q2 2014 Jul 23, 2014
MURPHY CAPITAL MANAGEMENT INC History No change 25,299 1,996 0.32% 0.32% 54 0 0.0% Q2 2014 Jul 24, 2014
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 25,027 1,975 0.02% 0.02% 55 0 0.0% Q2 2014 Jul 16, 2014
Aull & Monroe Investment Management Corp History No change 24,454 1,931 1.03% 1.03% 56 0 0.0% Q2 2014 Aug 07, 2014
Segment Wealth Management, LLC History No change 23,891 1,886 0.73% 0.73% 57 0 0.0% Q2 2014 Jul 28, 2014
Commonwealth Equity Services, Inc History No change 23,775 1,877 0.02% 0.02% 58 0 0.0% Q2 2014 Jul 23, 2014
Johnson Financial Group, Inc. History No change 22,246 1,756 0.46% 0.46% 59 0 0.0% Q2 2014 Aug 06, 2014
EVERETT HARRIS & CO /CA/ History No change 22,087 1,743 0.06% 0.06% 60 0 0.0% Q2 2014 Aug 05, 2014
Callahan Advisors, LLC History No change 21,830 1,723 0.55% 0.55% 61 0 0.0% Q2 2014 Jul 25, 2014
LODESTAR INVESTMENT COUNSEL LLC/IL History No change 18,679 1,474 0.44% 0.44% 62 0 0.0% Q2 2014 Jul 02, 2014
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 18,036 1,424 0.01% 0.01% 63 0 0.0% Q2 2014 Jul 30, 2014
MILLER HOWARD INVESTMENTS INC /NY History No change 17,838 1,408 0.02% 0.02% 64 0 0.0% Q2 2014 Jul 31, 2014
FIDUCIARY ASSET MANAGEMENT LLC History No change 17,340 1,369 0.27% 0.27% 65 0 0.0% Q2 2014 Jul 15, 2014
CULLEN/FROST BANKERS, INC. History No change 17,113 1,351 0.05% 0.05% 66 0 0.0% Q2 2014 Aug 05, 2014
Mitsubishi UFJ Asset Management Co., Ltd. History No change 16,784 1,325 0.03% 0.03% 67 0 0.0% Q2 2014 Aug 05, 2014
Ronna Sue Cohen History No change 16,393 1,319 1.09% 1.09% 68 0 0.0% Q2 2014 Jul 24, 2014
Livforsakringsbolaget Skandia, Omsesidigt History No change 16,359 1,291 0.05% 0.05% 69 0 0.0% Q2 2014 Jul 17, 2014
RIVERBRIDGE PARTNERS LLC History No change 16,214 1,280 0.02% 0.02% 70 0 0.0% Q2 2014 Jul 31, 2014
ProVise Management Group, LLC History No change 16,067 1,268 0.28% 0.28% 71 0 0.0% Q2 2014 Aug 01, 2014
DIVIDEND ASSET CAPITAL, LLC History No change 15,856 1,252 0.03% 0.03% 72 0 0.0% Q2 2014 Jul 28, 2014
DUNCKER STREETT & CO INC History No change 15,802 1,247 0.4% 0.4% 73 0 0.0% Q2 2014 Jul 23, 2014
AMERICAN INTERNATIONAL GROUP INC History No change 15,630 1,233 0.01% 0.01% 74 0 0.0% Q2 2014 Aug 08, 2014
Aperio Group, LLC History No change 15,531 1,226 0.02% 0.02% 75 0 0.0% Q2 2014 Jul 23, 2014
CANNELL PETER B & CO INC History No change 15,060 1,189 0.04% 0.04% 76 0 0.0% Q2 2014 Aug 08, 2014
Airain ltd History No change 15,061 1,189 0.1% 0.1% 77 0 0.0% Q2 2014 Aug 05, 2014
CURIAN CAPITAL LLC History No change 15,055 1,188 0.02% 0.02% 78 0 0.0% Q2 2014 Jul 29, 2014
TIAA CREF TRUST CO FSB/MO History No change 14,814 1,169 0.02% 0.02% 79 0 0.0% Q2 2014 Aug 11, 2014
BOURGEON CAPITAL MANAGEMENT LLC History No change 14,099 1,113 0.61% 0.61% 80 0 0.0% Q2 2014 Aug 01, 2014
BLAIR WILLIAM & CO/IL History No change 13,326 1,051 0.0% 0.0% 81 0 0.0% Q2 2014 Aug 01, 2014
REGIONS FINANCIAL CORP History No change 13,172 1,039 0.01% 0.01% 82 0 0.0% Q2 2014 Jul 23, 2014
BlackRock Investment Management, LLC History No change 13,067 1,031 0.0% 0.0% 83 0 0.0% Q2 2014 Aug 06, 2014
Sterling Investment Management, Inc. History No change 12,740 1,006 0.71% 0.71% 84 0 0.0% Q2 2014 Jul 30, 2014
TIEDEMANN WEALTH MANAGEMENT, LLC History No change 12,012 948 2.22% 2.22% 85 0 0.0% Q2 2014 Jul 31, 2014
Cambridge Investment Research Advisors, Inc. History No change 11,254 888 0.03% 0.03% 86 0 0.0% Q2 2014 Jul 25, 2014
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 10,795 852 0.01% 0.01% 87 0 0.0% Q2 2014 Aug 05, 2014
MAI Wealth Advisors History No change 10,551 833 0.08% 0.08% 88 0 0.0% Q2 2014 Jul 28, 2014
GREEN SQUARE CAPITAL LLC History No change 10,621 832 0.2% 0.2% 89 0 0.0% Q2 2014 Aug 05, 2014
RAY GERALD L & ASSOCIATES LTD History No change 10,471 826 0.14% 0.14% 90 0 0.0% Q2 2014 Aug 04, 2014
MOODY LYNN & LIEBERSON, INC. History No change 10,626 824 0.11% 0.11% 91 0 0.0% Q2 2014 Jul 30, 2014
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 10,031 792 0.03% 0.03% 92 0 0.0% Q2 2014 Aug 05, 2014
Kingfisher Capital LLC History No change 9,960 786 0.41% 0.41% 93 0 0.0% Q2 2014 Aug 07, 2014
HUNTINGTON NATIONAL BANK History No change 9,528 752 0.01% 0.01% 94 0 0.0% Q2 2014 Jul 25, 2014
BOSTON FAMILY OFFICE LLC History No change 9,347 738 0.09% 0.09% 95 0 0.0% Q2 2014 Aug 01, 2014
Sumitomo Mitsui Asset Management Company, LTD History No change 9,231 728 0.02% 0.02% 96 0 0.0% Q2 2014 Jul 14, 2014
BEACON FINANCIAL GROUP History No change 9,201 722 0.16% 0.16% 97 0 0.0% Q2 2014 Jul 08, 2014
Texan Capital Management History No change 8,981 709 0.31% 0.31% 98 0 0.0% Q2 2014 Jul 30, 2014
WESPAC Advisors, LLC History No change 8,658 683 0.78% 0.78% 99 0 0.0% Q2 2014 Jul 31, 2014
Brown Advisory Securities, LLC History No change 8,488 671 0.24% 0.24% 100 0 0.0% Q2 2014 Aug 08, 2014
Gilman Hill Asset Management, LLC History No change 8,361 660 0.34% 0.34% 101 0 0.0% Q2 2014 Jul 30, 2014
NORDEA INVESTMENT MANAGEMENT AB History No change 8,349 659 0.0% 0.0% 102 0 0.0% Q2 2014 Jul 22, 2014
WESTPAC BANKING CORP History No change 8,063 636 0.01% 0.01% 103 0 0.0% Q2 2014 Aug 11, 2014
SEIZERT CAPITAL PARTNERS, LLC History No change 7,459 589 0.01% 0.01% 104 0 0.0% Q2 2014 Jul 31, 2014
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,170 566 0.02% 0.02% 105 0 0.0% Q2 2014 Aug 06, 2014
COMMONWEALTH BANK OF AUSTRALIA History No change 7,107 561 0.0% 0.0% 106 0 0.0% Q2 2014 Aug 11, 2014
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 6,765 556 0.1% 0.1% 107 0 0.0% Q2 2014 Aug 11, 2014
BAIRD ROBERT W & CO INC /WI/ History No change 6,845 540 0.01% 0.01% 108 0 0.0% Q2 2014 Aug 08, 2014
KBC Group NV History No change 6,656 526 0.01% 0.01% 109 0 0.0% Q2 2014 Aug 01, 2014
GUYASUTA INVESTMENT ADVISORS INC History No change 6,614 522 0.07% 0.07% 110 0 0.0% Q2 2014 Aug 05, 2014
ALBERT D MASON INC History No change 6,410 506 0.18% 0.18% 111 0 0.0% Q2 2014 Jul 30, 2014
WESTPORT RESOURCES MANAGEMENT INC History No change 6,238 492 0.13% 0.13% 112 0 0.0% Q2 2014 Jul 31, 2014
SEAWARD MANAGEMENT LIMITED PARTNERSHIP History No change 6,105 481 0.02% 0.02% 113 0 0.0% Q2 2014 Jul 22, 2014
Banyan Partners, LLC History No change 6,084 480 0.04% 0.04% 114 0 0.0% Q2 2014 Aug 08, 2014
National Planning Corp History No change 6,038 477 0.04% 0.04% 115 0 0.0% Q2 2014 Jul 16, 2014
WMS Partners, LLC History No change 5,902 466 0.07% 0.07% 116 0 0.0% Q2 2014 Aug 11, 2014
FIRSTMERIT BANK N A TRUSTEE History No change 5,855 462 0.04% 0.04% 117 0 0.0% Q2 2014 Aug 01, 2014
NISA INVESTMENT ADVISORS L L C History No change 5,696 450 0.01% 0.01% 118 0 0.0% Q2 2014 Jul 29, 2014
Essex Financial Services, Inc. History No change 5,221 412 0.12% 0.12% 119 0 0.0% Q2 2014 Jul 29, 2014
Hilton Capital Management, LLC History No change 5,129 405 0.13% 0.13% 120 0 0.0% Q2 2014 Jul 15, 2014
Court Place Advisors, LLC History No change 5,050 399 0.28% 0.28% 121 0 0.0% Q2 2014 Jul 28, 2014
NORTH POINT PORTFOLIO MANAGERS CORP/OH History No change 4,815 380 0.08% 0.08% 122 0 0.0% Q2 2014 Jul 30, 2014
MASSMUTUAL TRUST CO FSB/ADV History No change 4,802 379 0.15% 0.15% 123 0 0.0% Q2 2014 Jul 09, 2014
Barnett & Company, Inc. History No change 4,611 364 0.15% 0.15% 124 0 0.0% Q2 2014 Jul 16, 2014
PAPP L ROY & ASSOCIATES History No change 4,525 357 0.08% 0.08% 125 0 0.0% Q2 2014 Aug 01, 2014
HL FINANCIAL SERVICES LLC History No change 4,400 347 0.01% 0.01% 126 0 0.0% Q2 2014 Aug 01, 2014
ANDERSON HOAGLAND & CO History No change 4,320 341 0.22% 0.22% 127 0 0.0% Q2 2014 Jul 16, 2014
Old Mutual Global Investors (UK) Ltd. History No change 4,302 339 0.02% 0.02% 128 0 0.0% Q2 2014 Jul 28, 2014
Brookstone Capital Management History No change 4,249 335 0.07% 0.07% 129 0 0.0% Q2 2014 Jul 14, 2014
Carroll Financial Associates, Inc. History No change 4,232 334 0.09% 0.09% 130 0 0.0% Q2 2014 Aug 08, 2014
Linscomb & Williams, Inc. History No change 4,221 333 0.04% 0.04% 131 0 0.0% Q2 2014 Aug 05, 2014
RAYMOND JAMES TRUST N.A. History No change 4,150 328 0.04% 0.04% 132 0 0.0% Q2 2014 Aug 04, 2014
Nichols Asset Management LLC History No change 4,122 325 0.07% 0.07% 133 0 0.0% Q2 2014 Aug 06, 2014
TrueNorth, Inc. History No change 3,890 307 0.14% 0.14% 134 0 0.0% Q2 2014 Jul 17, 2014
E. Ohman J:or Asset Management AB History Added to 3,180 299 0.07% 0.06% 135 +54 1.73% Q3 2014 Apr 05, 2024
Montecito Bank & Trust History No change 3,707 293 0.18% 0.18% 136 0 0.0% Q2 2014 Jul 14, 2014
WASHINGTON TRUST BANK History No change 3,680 290 0.06% 0.06% 137 0 0.0% Q2 2014 Aug 08, 2014
WEDBUSH MORGAN SECURITIES INC History No change 3,586 283 0.05% 0.05% 138 0 0.0% Q2 2014 Aug 04, 2014
New England Research & Management, Inc. History No change 3,538 279 0.25% 0.25% 139 0 0.0% Q2 2014 Jul 01, 2014
Swift Run Capital Management, LLC History No change 3,464 273 0.12% 0.12% 140 0 0.0% Q2 2014 Jul 28, 2014
FIRST NATIONAL BANK OF OMAHA History No change 3,327 263 0.02% 0.02% 141 0 0.0% Q2 2014 Aug 11, 2014
Private Advisor Group, LLC History No change 3,333 263 0.02% 0.02% 142 0 0.0% Q2 2014 Aug 08, 2014
TRUST CO OF VERMONT History No change 3,325 262 0.04% 0.04% 143 0 0.0% Q2 2014 Jul 16, 2014
DELTA LLOYD NV History No change 3,298 260 0.01% 0.01% 144 0 0.0% Q2 2014 Aug 05, 2014
DAVENPORT & Co LLC History No change 3,061 241 0.0% 0.0% 145 0 0.0% Q2 2014 Jul 25, 2014
COMMERCE BANK History No change 3,052 241 0.0% 0.0% 146 0 0.0% Q2 2014 Aug 05, 2014
CAPE ANN SAVINGS BANK History No change 2,950 233 0.34% 0.34% 147 0 0.0% Q2 2014 Jul 10, 2014
FIDUCIARY TRUST CO History No change 2,901 229 0.01% 0.01% 148 0 0.0% Q2 2014 Jul 25, 2014
Windsor Capital Management, LLC History No change 2,749 217 0.12% 0.12% 149 0 0.0% Q2 2014 Jul 08, 2014
GENEVA INVESTMENT MANAGEMENT OF CHICAGO LLC History No change 2,714 214 0.0% 0.0% 150 0 0.0% Q2 2014 Aug 07, 2014
Moors & Cabot, Inc. History No change 2,719 214 0.04% 0.04% 151 0 0.0% Q2 2014 Aug 11, 2014
CAPITAL MANAGEMENT CORP /VA History No change 2,684 212 0.07% 0.07% 152 0 0.0% Q2 2014 Jul 31, 2014
MetLife Securities, Inc History No change 2,566 203 0.03% 0.03% 153 0 0.0% Q2 2014 Aug 04, 2014
GAM Holding AG History No change 1,957 154 0.0% 0.0% 154 0 0.0% Q2 2014 Aug 11, 2014
SOLARIS ASSET MANAGEMENT LLC History No change 1,930 152 0.1% 0.1% 155 0 0.0% Q2 2014 Jul 18, 2014
ENTERPRISE FINANCIAL SERVICES CORP History No change 1,871 148 0.09% 0.09% 156 0 0.0% Q2 2014 Jul 24, 2014
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 1,805 142 0.03% 0.03% 157 0 0.0% Q2 2014 Jul 15, 2014
FOUNDERS BANK & TRUST History No change 1,714 135 0.07% 0.07% 158 0 0.0% Q2 2014 Jul 22, 2014
PRIVATE TRUST CO NA History No change 1,617 128 0.04% 0.04% 159 0 0.0% Q2 2014 Jul 22, 2014
Winfield Associates, Inc. History No change 1,609 127 0.09% 0.09% 160 0 0.0% Q2 2014 Jul 28, 2014
MUFG Americas Holdings Corp History No change 1,579 125 0.0% 0.0% 161 0 0.0% Q2 2014 Aug 05, 2014
WHITTIER TRUST CO History No change 1,477 117 0.01% 0.01% 162 0 0.0% Q2 2014 Aug 04, 2014
SMITHFIELD TRUST CO History No change 1,460 116 0.02% 0.02% 163 0 0.0% Q2 2014 Jul 16, 2014
Endurance Wealth Management, Inc. History No change 1,320 104 0.02% 0.02% 164 0 0.0% Q2 2014 Aug 01, 2014
Whitnell & Co. History No change 1,313 104 0.05% 0.05% 165 0 0.0% Q2 2014 Aug 07, 2014
CENTRAL TRUST & INVESTMENT CO History No change 1,281 101 0.01% 0.01% 166 0 0.0% Q2 2014 Jul 09, 2014
Baltimore-Washington Financial Advisors, Inc. History No change 1,032 82 0.03% 0.03% 167 0 0.0% Q2 2014 Jul 18, 2014
Gary Goldberg Planning Services Inc History No change 1,021 81 0.04% 0.04% 168 0 0.0% Q2 2014 Aug 06, 2014
DekaBank Deutsche Girozentrale History No change 1,010 79 0.0% 0.0% 169 0 0.0% Q2 2014 Aug 08, 2014
HOWE & RUSLING INC History No change 983 78 0.02% 0.02% 170 0 0.0% Q2 2014 Jul 31, 2014
Hirtle Callaghan & Co LLC History No change 915 72 0.01% 0.01% 171 0 0.0% Q2 2014 Jul 18, 2014
Old Mutual Global Index Trackers (Proprietary) LTD History No change 839 66 0.02% 0.02% 172 0 0.0% Q2 2014 Aug 04, 2014
KANALY TRUST CO History No change 813 64 0.01% 0.01% 173 0 0.0% Q2 2014 Jul 28, 2014
Visionary Asset Management, Inc. History No change 734 58 0.01% 0.01% 174 0 0.0% Q2 2014 Aug 07, 2014
Sandy Spring Bank History No change 565 44 0.01% 0.01% 175 0 0.0% Q2 2014 Aug 06, 2014
Hoxton Financial, Inc. History No change 391 31 0.01% 0.01% 176 0 0.0% Q2 2014 Jul 10, 2014
MCF Advisors LLC History No change 357 26 0.01% 0.01% 177 0 0.0% Q2 2014 Jul 29, 2014
BENJAMIN F. EDWARDS & COMPANY, INC. History No change 312 25 0.01% 0.01% 178 0 0.0% Q2 2014 Jul 21, 2014
Financial Architects, Inc History No change 297 23 0.01% 0.01% 179 0 0.0% Q2 2014 Aug 06, 2014
FARMERS & MERCHANTS INVESTMENTS INC History No change 261 21 0.0% 0.0% 180 0 0.0% Q2 2014 Jul 16, 2014
EDELMAN FINANCIAL GROUP INC. History No change 174 14 0.0% 0.0% 181 0 0.0% Q2 2014 Aug 08, 2014
Winslow, Evans & Crocker, Inc. History No change 166 13 0.0% 0.0% 182 0 0.0% Q2 2014 Jul 16, 2014
Cornerstone Advisors, Inc. History No change 22 2 0.0% 0.0% 183 0 0.0% Q2 2014 Jul 29, 2014
Sanctuary Wealth Advisors, LLC History No change 18 1 0.0% 0.0% 184 0 0.0% Q2 2014 Jul 29, 2014
BOSTON PRIVATE BANK & TRUST CO History No change 3 0 — — — 0 0.0% Q2 2014 Jul 15, 2014
WealthTrust-Arizona, LLC History No change 1 0 — — — 0 0.0% Q2 2014 Jul 22, 2014
WealthTrust Fairport, LLC History No change 6 0 — — — 0 0.0% Q2 2014 Aug 08, 2014
Gradient Investments LLC History No change 2 0 — — — 0 0.0% Q2 2014 Jul 11, 2014