| Miramar Fiduciary Corp |
2021 Q2 - NEW HOLDINGS
|
5/14/2025 |
3
|
$26 M
|
| MAS Advisors LLC |
2025 Q1
|
5/14/2025 |
64
|
$65 M
|
| Broadview Financial Management, LLC |
2025 Q1
|
5/14/2025 |
39
|
$130 M
|
| Miramar Fiduciary Corp |
2021 Q3 - NEW HOLDINGS
|
5/14/2025 |
3
|
$24 M
|
| RPG Investment Advisory, LLC |
2025 Q1
|
5/14/2025 |
98
|
$1.4 B
|
| OFC FINANCIAL PLANNING, LLC |
2025 Q1
|
5/14/2025 |
53
|
$88 M
|
| TORTOISE CAPITAL ADVISORS, L.L.C. |
2025 Q1
|
5/14/2025 |
56
|
$8.3 B
|
| Miramar Fiduciary Corp |
2023 Q4 - NEW HOLDINGS
|
5/14/2025 |
6
|
$140 M
|
| Rede Wealth, LLC |
2025 Q1
|
5/14/2025 |
143
|
$280 M
|
| MCCARTER PRIVATE WEALTH SERVICES LLC |
2025 Q1
|
5/14/2025 |
167
|
$150 M
|
| PORTLAND INVESTMENT COUNSEL INC. |
2025 Q1
|
5/14/2025 |
49
|
$330 M
|
| SAPPHIRE VENTURES, L.L.C. |
2025 Q1
|
5/14/2025 |
6
|
$110 M
|
| Chicago Wealth Management, Inc. |
2025 Q1
|
5/14/2025 |
48
|
$190 M
|
| Circle Wealth Management, LLC |
2025 Q1
|
5/14/2025 |
217
|
$4.4 B
|
| One William Street Capital Management, L.P. |
2025 Q1
|
5/14/2025 |
6
|
$33 M
|
| Miramar Fiduciary Corp |
2024 Q1 - NEW HOLDINGS
|
5/14/2025 |
6
|
$140 M
|
| Miramar Fiduciary Corp |
2024 Q2 - NEW HOLDINGS
|
5/14/2025 |
5
|
$110 M
|
| D.B. Root & Company, LLC |
2025 Q1
|
5/14/2025 |
181
|
$310 M
|
| Miramar Fiduciary Corp |
2024 Q3 - NEW HOLDINGS
|
5/14/2025 |
5
|
$120 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2025 Q1
|
5/14/2025 |
126
|
$980 M
|
| KELLY LAWRENCE W & ASSOCIATES INC/CA |
2025 Q1
|
5/14/2025 |
229
|
$410 M
|
| Glendon Capital Management LP |
2025 Q1
|
5/14/2025 |
25
|
$1.7 B
|
| Wescott Financial Advisory Group, LLC |
2025 Q1
|
5/14/2025 |
189
|
$960 M
|
| Miramar Fiduciary Corp |
2024 Q4 - NEW HOLDINGS
|
5/14/2025 |
5
|
$99 M
|
| MONETARY MANAGEMENT GROUP INC |
2025 Q1
|
5/14/2025 |
324
|
$370 M
|
| 1832 Asset Management L.P. |
2025 Q1
|
5/14/2025 |
652
|
$110 B
|
| FPR PARTNERS LLC |
2025 Q1
|
5/14/2025 |
10
|
$580 M
|
| Advantage Alpha Capital Partners LP |
2025 Q1
|
5/14/2025 |
146
|
$410 M
|
| Newport Trust Company, LLC |
2025 Q1
|
5/14/2025 |
64
|
$39 B
|
| Compound Planning, Inc. |
2025 Q1
|
5/14/2025 |
1,038
|
$2.2 B
|
| Miramar Fiduciary Corp |
2025 Q1
|
5/14/2025 |
5
|
$110 M
|
| Hobbs Group Advisors, LLC |
2025 Q1
|
5/14/2025 |
145
|
$260 M
|
| Barnes Wealth Management Group, Inc |
2025 Q1
|
5/14/2025 |
160
|
$160 M
|
| Corient Private Wealth LLC |
2025 Q1
|
5/14/2025 |
3,938
|
$61 B
|
| Gould Capital, LLC |
2025 Q1
|
5/14/2025 |
215
|
$140 M
|
| RETIREMENT CAPITAL STRATEGIES |
2025 Q1
|
5/14/2025 |
77
|
$260 M
|
| Cravens & Co Advisors, LLC |
2025 Q1
|
5/14/2025 |
57
|
$130 M
|
| MEKETA INVESTMENT GROUP INC /ADV |
2025 Q1
|
5/14/2025 |
33
|
$74 M
|
| Solano Wealth Investment Advisors LLC |
2025 Q1
|
5/14/2025 |
33
|
$160 M
|
| Hudson Portfolio Management LLC |
2025 Q1
|
5/14/2025 |
113
|
$100 M
|
| TCG Crossover Management, LLC |
2025 Q1
|
5/14/2025 |
38
|
$730 M
|
| Sompo Asset Management Co., Ltd. |
2025 Q1
|
5/14/2025 |
193
|
$540 M
|
| STONE RUN CAPITAL, LLC |
2025 Q1
|
5/14/2025 |
66
|
$240 M
|
| SPX Gestao de Recursos Ltda |
2025 Q1
|
5/14/2025 |
107
|
$780 M
|
| Bridgewater Associates, LP |
2025 Q1
|
5/14/2025 |
664
|
$22 B
|
| BOK Financial Private Wealth, Inc. |
2025 Q1
|
5/14/2025 |
468
|
$1.3 B
|
| Bullseye Asset Management LLC |
2025 Q1
|
5/14/2025 |
60
|
$190 M
|
| Blue Grotto Capital, LLC |
2025 Q1
|
5/14/2025 |
27
|
$610 M
|
| ABSOLUTE CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
118
|
$170 M
|
| Wiser Advisor Group LLC |
2025 Q1
|
5/14/2025 |
275
|
$68 M
|
| BANC FUNDS CO LLC |
2025 Q1
|
5/14/2025 |
118
|
$760 M
|
| STANSBERRY ASSET MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
128
|
$830 M
|
| IGP Investments (G.P.L.P), LP |
2025 Q1
|
5/14/2025 |
1
|
$7.1 M
|
| SSI INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/14/2025 |
550
|
$1.3 B
|
| Dash Acquisitions Inc. |
2025 Q1
|
5/14/2025 |
62
|
$450 M
|
| SYCOMORE ASSET MANAGEMENT |
2025 Q1
|
5/14/2025 |
74
|
$700 M
|
| AmeriServ Wealth Advisors |
2025 Q1
|
5/14/2025 |
112
|
$170 M
|
| Mach-1 Financial Group, LLC |
2025 Q1
|
5/14/2025 |
238
|
$330 M
|
| SOUTHERNSUN ASSET MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
30
|
$690 M
|
| BBR PARTNERS, LLC |
2025 Q1
|
5/14/2025 |
245
|
$1.4 B
|
| RAHLFS CAPITAL, LLC |
2025 Q1
|
5/14/2025 |
76
|
$100 M
|
| BlackBarn Capital Partners LP |
2025 Q1
|
5/14/2025 |
22
|
$1.6 B
|
| Caitlin John, LLC |
2025 Q1
|
5/14/2025 |
225
|
$100 M
|
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp |
2025 Q1
|
5/14/2025 |
708
|
$16 B
|
| BRIGHTLINE CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
12
|
$120 M
|
| Lionshead Wealth Management, LLC |
2025 Q1
|
5/14/2025 |
87
|
$96 M
|
| Vitol Holding B.V. |
2025 Q1
|
5/14/2025 |
3
|
$13 M
|
| Teilinger Capital Ltd. |
2025 Q1
|
5/14/2025 |
17
|
$2.0 B
|
| Quaker Capital Investments, LLC |
2025 Q1
|
5/14/2025 |
16
|
$310 M
|
| RAHLFS CAPITAL, LLC |
2024 Q4 - RESTATEMENT
|
5/14/2025 |
78
|
$100 M
|
| SCALAR GAUGE MANAGEMENT, LLC |
2025 Q1
|
5/14/2025 |
28
|
$160 M
|
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC |
2025 Q1
|
5/14/2025 |
47
|
$2.3 B
|
| Quinn Opportunity Partners LLC |
2025 Q1
|
5/14/2025 |
398
|
$1.5 B
|
| Prosperitas Financial LLC |
2025 Q1
|
5/14/2025 |
58
|
$190 M
|
| OEP CAPITAL ADVISORS, L.P. |
2025 Q1
|
5/14/2025 |
1
|
$150 M
|
| Ellevest, Inc. |
2025 Q1
|
5/14/2025 |
399
|
$1.5 B
|
| Capital Square, LLC |
2025 Q1
|
5/14/2025 |
191
|
$170 M
|
| Tidal Investments LLC |
2025 Q1
|
5/14/2025 |
2,270
|
$12 B
|
| Murphy & Mullick Capital Management Corp |
2025 Q1
|
5/14/2025 |
689
|
$100 M
|
| Sellwood Investment Partners LLC |
2025 Q1
|
5/14/2025 |
39
|
$190 M
|
| GUARDCAP ASSET MANAGEMENT Ltd |
2025 Q1
|
5/14/2025 |
27
|
$5.2 B
|
| AMERIPRISE FINANCIAL INC |
2025 Q1
|
5/14/2025 |
11,118
|
$370 B
|
| Pertento Partners LLP |
2025 Q1
|
5/14/2025 |
21
|
$960 M
|
| Newman Dignan & Sheerar, Inc. |
2025 Q1 - RESTATEMENT
|
5/14/2025 |
176
|
$370 M
|
| Bragg Financial Advisors, Inc |
2025 Q1
|
5/14/2025 |
332
|
$2.4 B
|
| Guidance Point Advisors, LLC |
2025 Q1
|
5/14/2025 |
84
|
$350 M
|
| Norinchukin Bank, The |
2025 Q1
|
5/14/2025 |
594
|
$5.4 B
|
| BLACKHILL CAPITAL INC |
2025 Q1
|
5/14/2025 |
49
|
$1.7 B
|
| Resolute Advisors LLC |
2025 Q1
|
5/14/2025 |
81
|
$350 M
|
| MOSAIC FINANCIAL GROUP, LLC |
2025 Q1
|
5/14/2025 |
117
|
$120 M
|
| Clarkston Capital Partners, LLC |
2025 Q1
|
5/14/2025 |
149
|
$5.1 B
|
| Integras Partners LLC |
2025 Q1
|
5/14/2025 |
60
|
$110 M
|
| LASRY MARC |
2025 Q1
|
5/14/2025 |
10
|
$22 M
|
| WADDELL & ASSOCIATES, LLC |
2024 Q4 - RESTATEMENT
|
5/14/2025 |
154
|
$980 M
|
| Monashee Investment Management LLC |
2025 Q1
|
5/14/2025 |
46
|
$850 M
|
| Alaska Permanent Fund Corp |
2025 Q1
|
5/14/2025 |
792
|
$7.1 B
|
| SQN Investors LP |
2025 Q1
|
5/14/2025 |
1
|
$0
|
| Lionsbridge Wealth Management LLC |
2025 Q1
|
5/14/2025 |
60
|
$110 M
|
| Venator Management LLC |
2025 Q1
|
5/14/2025 |
22
|
$340 M
|
| Integrated Investment Consultants, LLC |
2025 Q1 - RESTATEMENT
|
5/14/2025 |
694
|
$500 M
|