| HORIZON FINANCIAL SERVICES, LLC |
2024 Q1
|
4/26/2024 |
266
|
$160 M
|
| YHB Investment Advisors, Inc. |
2024 Q1
|
4/26/2024 |
955
|
$1.2 B
|
| Carlton Hofferkamp & Jenks Wealth Management, LLC |
2024 Q1
|
4/26/2024 |
129
|
$240 M
|
| UMB Bank, n.a. |
2024 Q1
|
4/26/2024 |
3,036
|
$6.3 B
|
| Prairiewood Capital, LLC |
2024 Q1
|
4/26/2024 |
81
|
$210 M
|
| Ashford Advisors, LLC |
2024 Q1
|
4/26/2024 |
15
|
$400 M
|
| YOUSIF CAPITAL MANAGEMENT, LLC |
2024 Q1
|
4/26/2024 |
1,987
|
$9.0 B
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
2024 Q1
|
4/26/2024 |
180
|
$530 M
|
| Triasima Portfolio Management inc. |
2024 Q1
|
4/26/2024 |
138
|
$1.2 B
|
| Harrington Investments, INC |
2024 Q1
|
4/26/2024 |
82
|
$170 M
|
| McGuire Investment Group, LLC |
2024 Q1
|
4/26/2024 |
116
|
$680 M
|
| BLB&B Advisors, LLC |
2024 Q1
|
4/26/2024 |
278
|
$1.8 B
|
| Planned Solutions, Inc. |
2024 Q1
|
4/26/2024 |
102
|
$200 M
|
| Pavion Blue Capital, LLC |
2024 Q1
|
4/26/2024 |
101
|
$200 M
|
| Conestoga Capital Advisors, LLC |
2024 Q1
|
4/26/2024 |
131
|
$6.9 B
|
| Acorn Wealth Advisors, LLC |
2024 Q1
|
4/26/2024 |
202
|
$190 M
|
| Sterling Investment Counsel, LLC |
2024 Q1
|
4/26/2024 |
210
|
$220 M
|
| SECURIAN ASSET MANAGEMENT, INC |
2024 Q1
|
4/26/2024 |
925
|
$3.4 B
|
| Aspen Investment Management Inc |
2024 Q1
|
4/26/2024 |
153
|
$200 M
|
| Plan Group Financial, LLC |
2024 Q1
|
4/26/2024 |
94
|
$150 M
|
| NORTHSTAR ASSET MANAGEMENT Co LLC |
2024 Q1
|
4/26/2024 |
201
|
$410 M
|
| Treasure Coast Financial Planning |
2024 Q1
|
4/26/2024 |
34
|
$150 M
|
| CONNING INC. |
2024 Q1
|
4/26/2024 |
354
|
$3.1 B
|
| Fonville Wealth Management LLC |
2024 Q1
|
4/26/2024 |
94
|
$230 M
|
| Foster Victor Wealth Advisors, LLC |
2024 Q1
|
4/26/2024 |
173
|
$1.1 B
|
| Finer Wealth Management, Inc. |
2024 Q1
|
4/26/2024 |
77
|
$150 M
|
| Signature Wealth Management Partners, LLC |
2024 Q1
|
4/26/2024 |
101
|
$120 M
|
| CAAS CAPITAL MANAGEMENT LP |
2024 Q1
|
4/26/2024 |
499
|
$1.4 B
|
| SALZHAUER MICHAEL |
2024 Q1
|
4/26/2024 |
93
|
$130 M
|
| K.J. Harrison & Partners Inc |
2024 Q1
|
4/26/2024 |
195
|
$650 M
|
| CAPITAL PERFORMANCE ADVISORS LLP |
2024 Q1
|
4/26/2024 |
83
|
$260 M
|
| Members Advisory Group LLC |
2024 Q1
|
4/26/2024 |
26
|
$180 M
|
| Austin Asset Management Co Inc |
2024 Q1
|
4/26/2024 |
64
|
$470 M
|
| DORVAL Corp |
2024 Q1
|
4/26/2024 |
27
|
$220 M
|
| BayBridge Capital Group, LLC |
2024 Q1
|
4/26/2024 |
82
|
$110 M
|
| McCollum Christoferson Group LLC |
2024 Q1
|
4/26/2024 |
64
|
$350 M
|
| PINNACLE ASSOCIATES LTD |
2024 Q1
|
4/26/2024 |
840
|
$6.3 B
|
| Trueblood Wealth Management, LLC |
2024 Q1
|
4/26/2024 |
224
|
$170 M
|
| SAGE RHINO CAPITAL LLC |
2024 Q1
|
4/26/2024 |
238
|
$420 M
|
| McKinley Carter Wealth Services, Inc. |
2024 Q1
|
4/26/2024 |
299
|
$1.5 B
|
| MITCHELL & PAHL PRIVATE WEALTH, LLC |
2024 Q1
|
4/26/2024 |
142
|
$190 M
|
| Guild Investment Management, Inc. |
2024 Q1
|
4/26/2024 |
48
|
$78 M
|
| SFG Wealth Management, LLC. |
2024 Q1
|
4/26/2024 |
95
|
$170 M
|
| Bond & Devick Financial Network, Inc. |
2024 Q1
|
4/26/2024 |
142
|
$180 M
|
| Clear Creek Financial Management, LLC |
2024 Q1
|
4/26/2024 |
420
|
$780 M
|
| GUARDIAN INVESTMENT MANAGEMENT |
2024 Q1
|
4/26/2024 |
54
|
$120 M
|
| Quantum Financial Advisors, LLC |
2024 Q1
|
4/26/2024 |
174
|
$540 M
|
| Tenon Financial LLC |
2024 Q1
|
4/26/2024 |
38
|
$120 M
|
| Guardian Financial Partners, LLC |
2024 Q1
|
4/26/2024 |
45
|
$150 M
|
| Kellett Wealth Advisors, LLC |
2024 Q1
|
4/26/2024 |
85
|
$140 M
|
| Glass Jacobson Investment Advisors llc |
2024 Q1
|
4/26/2024 |
753
|
$270 M
|
| Phoenix Wealth Advisors |
2024 Q1
|
4/26/2024 |
112
|
$160 M
|
| Vigilare Wealth Management |
2024 Q1
|
4/26/2024 |
94
|
$200 M
|
| HOURGLASS CAPITAL, LLC |
2024 Q1
|
4/26/2024 |
102
|
$330 M
|
| Millburn Ridgefield Corp |
2024 Q1
|
4/26/2024 |
182
|
$3.6 B
|
| SIB LLC |
2024 Q1
|
4/26/2024 |
19
|
$210 M
|
| Skorpios Trust |
2024 Q1
|
4/26/2024 |
2
|
$200 M
|
| Nadler Financial Group, Inc. |
2024 Q1
|
4/26/2024 |
115
|
$810 M
|
| Dougherty Wealth Advisers LLC |
2024 Q1
|
4/26/2024 |
111
|
$110 M
|
| Artemis Wealth Advisors, LLC |
2024 Q1
|
4/26/2024 |
34
|
$990 M
|
| EQUITEC PROPRIETARY MARKETS, LLC |
2024 Q1
|
4/26/2024 |
109
|
$180 M
|
| Coastline Trust Co |
2024 Q1
|
4/26/2024 |
403
|
$830 M
|
| Opus Capital Group, LLC |
2024 Q1
|
4/26/2024 |
124
|
$680 M
|
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
2024 Q1
|
4/26/2024 |
172
|
$1.6 B
|
| First National Trust Co |
2024 Q1
|
4/26/2024 |
616
|
$2.5 B
|
| Value Aligned Research Advisors, LLC |
2024 Q1
|
4/26/2024 |
19
|
$510 M
|
| Polunin Capital Partners Ltd |
2024 Q1
|
4/26/2024 |
24
|
$660 k
|
| Quadrature Capital Ltd |
2017 Q4 - NEW HOLDINGS
|
4/26/2024 |
4
|
$5.4 M
|
| Quadrature Capital Ltd |
2017 Q3 - NEW HOLDINGS
|
4/26/2024 |
3
|
$6.2 M
|
| Quadrature Capital Ltd |
2017 Q1 - NEW HOLDINGS
|
4/26/2024 |
3
|
$520 k
|
| Barton Investment Management |
2024 Q1
|
4/26/2024 |
46
|
$820 M
|
| Sage Advisory Services, Ltd.Co. |
2024 Q1
|
4/26/2024 |
48
|
$370 M
|
| State Insurance Fund |
2024 Q1
|
4/26/2024 |
1
|
$180 M
|
| Unique Wealth Strategies, LLC |
2024 Q1
|
4/26/2024 |
179
|
$200 M
|
| INDEPENDENT INVESTORS INC |
2024 Q1
|
4/26/2024 |
67
|
$420 M
|
| James Hambro & Partners |
2024 Q1
|
4/26/2024 |
52
|
$2.1 B
|
| White Pine Investment CO |
2024 Q1
|
4/26/2024 |
63
|
$340 M
|
| HAHN CAPITAL MANAGEMENT LLC |
2024 Q1
|
4/26/2024 |
31
|
$170 M
|
| RUSSIA PARTNERS MANAGEMENT, LLC |
2024 Q1
|
4/26/2024 |
1
|
$120 M
|
| Caldwell Investment Management Ltd. |
2024 Q1
|
4/26/2024 |
34
|
$130 M
|
| Clayton, Dubilier & Rice, LLC |
2024 Q1
|
4/26/2024 |
4
|
$620 M
|
| Cavalier Investments, LLC |
2024 Q1
|
4/26/2024 |
81
|
$270 M
|
| Siguler Guff Advisers, LLC |
2024 Q1
|
4/26/2024 |
6
|
$250 M
|
| Pelham Capital Ltd. |
2024 Q1
|
4/26/2024 |
7
|
$170 M
|
| GREENHAVEN ASSOCIATES INC |
2024 Q1
|
4/26/2024 |
27
|
$11 B
|
| Planning Capital Management Corp |
2024 Q1
|
4/26/2024 |
653
|
$140 M
|
| Court Place Advisors, LLC |
2024 Q1
|
4/26/2024 |
154
|
$310 M
|
| Bricktown Capital, LLC |
2024 Q1
|
4/26/2024 |
22
|
$490 M
|
| Baskin Financial Services Inc. |
2024 Q1
|
4/26/2024 |
50
|
$1.2 B
|
| Bond Capital Management, LP |
2024 Q1
|
4/26/2024 |
5
|
$190 M
|
| Sterneck Capital Management, LLC |
2024 Q1
|
4/26/2024 |
92
|
$170 M
|
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. |
2024 Q1
|
4/26/2024 |
521
|
$590 M
|
| River Road Asset Management, LLC |
2024 Q1
|
4/26/2024 |
165
|
$7.4 B
|
| Advanced Asset Management Advisors Inc |
2024 Q1
|
4/26/2024 |
93
|
$400 M
|
| CULTIVAR CAPITAL, INC. |
2024 Q1
|
4/26/2024 |
31
|
$120 M
|
| Money Design Co.,Ltd. |
2024 Q1
|
4/26/2024 |
75
|
$1.8 B
|
| Yorktown Management & Research Co Inc |
2024 Q1
|
4/26/2024 |
217
|
$110 M
|
| Heathbridge Capital Management Ltd. |
2024 Q1
|
4/26/2024 |
30
|
$260 M
|
| American Express Co |
2024 Q1
|
4/26/2024 |
4
|
$970 M
|
| Hara Capital LLC |
2024 Q1
|
4/26/2024 |
135
|
$170 M
|