| CERCANO MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
105
|
$3.6 B
|
| Crestview Partners III GP, L.P. |
2024 Q1
|
5/10/2024 |
3
|
$370 M
|
| CHIRON CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/10/2024 |
108
|
$110 M
|
| PATTEN & PATTEN INC/TN |
2024 Q1
|
5/10/2024 |
308
|
$1.4 B
|
| DELTA AIR LINES, INC. |
2024 Q1
|
5/10/2024 |
5
|
$990 M
|
| CenterBook Partners LP |
2024 Q1
|
5/10/2024 |
373
|
$1.4 B
|
| General Motors Holdings LLC |
2024 Q1
|
5/10/2024 |
5
|
$270 M
|
| Baker Hughes Holdings LLC |
2024 Q1
|
5/10/2024 |
2
|
$55 M
|
| ALLSTATE CORP |
2024 Q1
|
5/10/2024 |
277
|
$1.4 B
|
| CITIZENS FINANCIAL GROUP INC/RI |
2024 Q1
|
5/10/2024 |
564
|
$2.9 B
|
| DONALD SMITH & CO., INC. |
2024 Q1
|
5/10/2024 |
62
|
$4.3 B
|
| ONTARIO TEACHERS PENSION PLAN BOARD |
2024 Q1
|
5/10/2024 |
478
|
$12 B
|
| OSAIC HOLDINGS, INC. |
2024 Q1
|
5/10/2024 |
23,062
|
$45 B
|
| Blue Barn Wealth, LLC |
2024 Q1
|
5/10/2024 |
135
|
$180 M
|
| NVP Associates, LLC |
2024 Q1
|
5/10/2024 |
6
|
$130 M
|
| CONNORS INVESTOR SERVICES INC |
2024 Q1
|
5/10/2024 |
159
|
$950 M
|
| Graves Light Lenhart Wealth, Inc. |
2019 Q1 - RESTATEMENT
|
5/10/2024 |
158
|
$390 M
|
| GGV Capital LLC |
2024 Q1
|
5/10/2024 |
9
|
$120 M
|
| ACADIAN ASSET MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
1,570
|
$29 B
|
| Rodgers & Associates, LTD |
2024 Q1
|
5/10/2024 |
91
|
$780 M
|
| Bristol Gate Capital Partners Inc. |
2024 Q1
|
5/10/2024 |
30
|
$2.1 B
|
| South Street Advisors LLC |
2024 Q1
|
5/10/2024 |
73
|
$630 M
|
| CAPITAL MANAGEMENT CORP /VA |
2024 Q1
|
5/10/2024 |
79
|
$530 M
|
| FIDUCIENT ADVISORS LLC |
2024 Q1
|
5/10/2024 |
130
|
$510 M
|
| VANGUARD GROUP INC |
2024 Q1
|
5/10/2024 |
16,079
|
$5.0 T
|
| TIAA TRUST, NATIONAL ASSOCIATION |
2024 Q1
|
5/10/2024 |
880
|
$33 B
|
| Alera Investment Advisors, LLC |
2024 Q1
|
5/10/2024 |
580
|
$740 M
|
| Cornerstone Advisors, LLC |
2024 Q1
|
5/10/2024 |
314
|
$2.4 B
|
| RPO LLC |
2024 Q1
|
5/10/2024 |
45
|
$70 M
|
| VIAWEALTH, LLC |
2024 Q1
|
5/10/2024 |
153
|
$160 M
|
| SPIREPOINT PRIVATE CLIENT, LLC |
2024 Q1
|
5/10/2024 |
201
|
$660 M
|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
2024 Q1
|
5/10/2024 |
104
|
$1.2 B
|
| WESTFIELD CAPITAL MANAGEMENT CO LP |
2024 Q1
|
5/10/2024 |
244
|
$19 B
|
| INTECH INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
642
|
$7.1 B
|
| HARVARD MANAGEMENT CO INC |
2024 Q1
|
5/10/2024 |
12
|
$1.6 B
|
| DAVIS R M INC |
2024 Q1
|
5/10/2024 |
260
|
$4.8 B
|
| NEW YORK LIFE INSURANCE CO |
2024 Q1
|
5/10/2024 |
3
|
$350 M
|
| Partners Group Holding AG |
2024 Q1
|
5/10/2024 |
47
|
$1.1 B
|
| Resurgent Financial Advisors LLC |
2024 Q1
|
5/10/2024 |
193
|
$190 M
|
| Covestor Ltd |
2024 Q1
|
5/10/2024 |
2,926
|
$160 M
|
| Alley Investment Management Company, LLC |
2024 Q1
|
5/10/2024 |
84
|
$730 M
|
| ELEVATUS WELATH MANAGEMENT |
2024 Q1
|
5/10/2024 |
96
|
$250 M
|
| Founders Circle Capital LLC |
2024 Q1
|
5/10/2024 |
7
|
$86 M
|
| NYL Investors LLC |
2024 Q1
|
5/10/2024 |
37
|
$2.8 B
|
| United American Securities Inc. (d/b/a UAS Asset Management) |
2024 Q1
|
5/10/2024 |
15
|
$370 M
|
| MetLife Investment Management, LLC |
2022 Q1 - NEW HOLDINGS
|
5/10/2024 |
4
|
$340 M
|
| V2 Financial group LLC |
2023 Q4
|
5/10/2024 |
66
|
$140 M
|
| MetLife Investment Management, LLC |
2022 Q1 - RESTATEMENT
|
5/10/2024 |
2,725
|
$15 B
|
| MetLife Investment Management, LLC |
2022 Q2 - NEW HOLDINGS
|
5/10/2024 |
4
|
$350 M
|
| KCL Capital, L.P. |
2024 Q1
|
5/10/2024 |
1
|
$0
|
| MetLife Investment Management, LLC |
2022 Q2 - RESTATEMENT
|
5/10/2024 |
2,852
|
$13 B
|
| Peak Asset Management, LLC |
2024 Q1
|
5/10/2024 |
147
|
$500 M
|
| MetLife Investment Management, LLC |
2022 Q3 - NEW HOLDINGS
|
5/10/2024 |
4
|
$340 M
|
| MetLife Investment Management, LLC |
2022 Q3 - RESTATEMENT
|
5/10/2024 |
2,796
|
$12 B
|
| VISTA FINANCE, LLC |
2024 Q1
|
5/10/2024 |
22
|
$40 M
|
| Groupe Bruxelles Lambert |
2024 Q1
|
5/10/2024 |
1
|
$580 M
|
| MetLife Investment Management, LLC |
2022 Q4 - NEW HOLDINGS
|
5/10/2024 |
4
|
$340 M
|
| Beaumont Financial Advisors, LLC |
2024 Q1
|
5/10/2024 |
364
|
$1.2 B
|
| Aufman Associates Inc |
2024 Q1
|
5/10/2024 |
46
|
$140 M
|
| MetLife Investment Management, LLC |
2022 Q4 - RESTATEMENT
|
5/10/2024 |
2,829
|
$13 B
|
| EXENCIAL WEALTH ADVISORS, LLC |
2024 Q1
|
5/10/2024 |
495
|
$2.7 B
|
| Cynosure Group, LLC |
2024 Q1
|
5/10/2024 |
313
|
$560 M
|
| Hillsdale Investment Management Inc. |
2024 Q1
|
5/10/2024 |
1,809
|
$1.3 B
|
| Octahedron Capital Management L.P. |
2024 Q1
|
5/10/2024 |
18
|
$85 M
|
| ESL Trust Services, LLC |
2024 Q1
|
5/10/2024 |
144
|
$380 M
|
| Orion Capital Management LLC |
2024 Q1
|
5/10/2024 |
512
|
$190 M
|
| NWK Group, Inc. |
2024 Q1
|
5/10/2024 |
61
|
$210 M
|
| MAS Advisors LLC |
2024 Q1
|
5/10/2024 |
74
|
$87 M
|
| PENINSULA ASSET MANAGEMENT INC |
2024 Q1
|
5/10/2024 |
79
|
$190 M
|
| LCNB CORP |
2024 Q1
|
5/10/2024 |
186
|
$280 M
|
| Gifford Fong Associates |
2024 Q1
|
5/10/2024 |
127
|
$360 M
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
2024 Q1
|
5/10/2024 |
391
|
$1.2 B
|
| JPMORGAN CHASE & CO |
2024 Q1
|
5/10/2024 |
32,040
|
$1.2 T
|
| Jade Capital Advisors, LLC |
2024 Q1
|
5/10/2024 |
72
|
$140 M
|
| COOPER/HAIMS ADVISORS, LLC |
2024 Q1
|
5/10/2024 |
82
|
$170 M
|
| Broadview Financial Management, LLC |
2024 Q1
|
5/10/2024 |
40
|
$140 M
|
| COURAGE CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/10/2024 |
12
|
$35 M
|
| Magnolia Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
19
|
$240 M
|
| Certified Advisory Corp |
2024 Q1
|
5/10/2024 |
266
|
$720 M
|
| Alesco Advisors LLC |
2024 Q1
|
5/10/2024 |
185
|
$3.0 B
|
| Van Cleef Asset Management,Inc |
2024 Q1
|
5/10/2024 |
114
|
$790 M
|
| FSB PREMIER WEALTH MANAGEMENT, INC. |
2024 Q1
|
5/10/2024 |
180
|
$210 M
|
| Sienna Gestion |
2024 Q1
|
5/10/2024 |
160
|
$9.2 B
|
| QuadCap Wealth Management, LLC |
2024 Q1
|
5/10/2024 |
324
|
$440 M
|
| 1776 Wealth LLC |
2024 Q1
|
5/10/2024 |
164
|
$210 M
|
| Sheridan Capital Management, LLC |
2023 Q4
|
5/10/2024 |
24
|
$120 M
|
| OneDigital Investment Advisors LLC |
2024 Q1
|
5/10/2024 |
1,087
|
$6.4 B
|
| Sheridan Capital Management, LLC |
2024 Q1
|
5/10/2024 |
26
|
$130 M
|
| Accel Growth Fund V Associates L.L.C. |
2024 Q1
|
5/10/2024 |
2
|
$87 M
|
| Accel Growth Fund IV Associates L.L.C. |
2024 Q1
|
5/10/2024 |
1
|
$100 M
|
| BROGAN FINANCIAL, INC. |
2024 Q1
|
5/10/2024 |
43
|
$150 M
|
| SPRENG CAPITAL MANAGEMENT, INC. |
2024 Q1
|
5/10/2024 |
89
|
$190 M
|
| FIFTHDELTA Ltd |
2024 Q1
|
5/10/2024 |
11
|
$560 M
|
| Cliffwater LLC |
2024 Q1
|
5/10/2024 |
25
|
$370 M
|
| BAHL & GAYNOR INC |
2024 Q1
|
5/10/2024 |
480
|
$18 B
|
| OAK HILL CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/10/2024 |
1
|
$540 M
|
| McIlrath & Eck, LLC |
2024 Q1
|
5/10/2024 |
936
|
$630 M
|
| SAPPHIRE VENTURES, L.L.C. |
2024 Q1
|
5/10/2024 |
7
|
$130 M
|
| Lynwood Capital Management Inc. |
2024 Q1
|
5/10/2024 |
57
|
$17 M
|
| Divergent Wealth Advisors |
2024 Q1
|
5/10/2024 |
32
|
$500 M
|