| BRADY FAMILY WEALTH, LLC |
2024 Q1
|
5/13/2024 |
117
|
$310 M
|
| Tradition Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
392
|
$990 M
|
| GSI Capital Advisors LLC |
2024 Q1
|
5/13/2024 |
56
|
$170 M
|
| Morningstar Investment Management LLC |
2024 Q1
|
5/13/2024 |
200
|
$920 M
|
| Canton Hathaway, LLC |
2024 Q1
|
5/13/2024 |
246
|
$370 M
|
| Missouri Trust & Investment Co |
2024 Q1
|
5/13/2024 |
410
|
$260 M
|
| Sagil Capital LLP |
2024 Q1
|
5/13/2024 |
24
|
$180 M
|
| Aldebaran Financial Inc. |
2024 Q1
|
5/13/2024 |
62
|
$71 M
|
| Tekne Capital Management, LLC |
2024 Q1
|
5/13/2024 |
21
|
$350 M
|
| Simplify Asset Management Inc. |
2024 Q1
|
5/13/2024 |
103
|
$1.7 B
|
| EFG Asset Management (North America) Corp. |
2024 Q1
|
5/13/2024 |
190
|
$580 M
|
| Traction Financial Partners, LLC |
2024 Q1
|
5/13/2024 |
54
|
$130 M
|
| MY.Alpha Management HK Advisors Ltd |
2024 Q1
|
5/13/2024 |
15
|
$270 M
|
| Flow State Investments, L.P. |
2024 Q1
|
5/13/2024 |
227
|
$350 M
|
| Nuveen Asset Management, LLC |
2024 Q1
|
5/13/2024 |
8,967
|
$340 B
|
| Frazier Financial Advisors, LLC |
2024 Q1
|
5/13/2024 |
943
|
$120 M
|
| Gator Capital Management, LLC |
2024 Q1
|
5/13/2024 |
63
|
$200 M
|
| BAYSHORE ASSET MANAGEMENT, LLC |
2024 Q1
|
5/13/2024 |
42
|
$200 M
|
| Ridgepath Capital Management LLC |
2024 Q1
|
5/13/2024 |
47
|
$89 M
|
| BANK OF MONTREAL /CAN/ |
2024 Q1
|
5/13/2024 |
11,983
|
$330 B
|
| AMICA MUTUAL INSURANCE CO |
2024 Q1 - NEW HOLDINGS
|
5/13/2024 |
129
|
$980 M
|
| CM WEALTH ADVISORS LLC |
2024 Q1
|
5/13/2024 |
190
|
$350 M
|
| ACADEMY CAPITAL MANAGEMENT INC/TX |
2024 Q1
|
5/13/2024 |
33
|
$530 M
|
| Soditic Asset Management LLP |
2024 Q1
|
5/13/2024 |
10
|
$84 M
|
| Modern Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
323
|
$1.1 B
|
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
2024 Q1
|
5/13/2024 |
377
|
$30 B
|
| ARS Wealth Advisors Group, LLC |
2024 Q1
|
5/13/2024 |
168
|
$740 M
|
| Artal Group S.A. |
2024 Q1
|
5/13/2024 |
112
|
$3.9 B
|
| Cassady Schiller Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
499
|
$220 M
|
| AltraVue Capital, LLC |
2024 Q1
|
5/13/2024 |
49
|
$920 M
|
| Ninepoint Partners LP |
2024 Q1
|
5/13/2024 |
98
|
$940 M
|
| BOWEN HANES & CO INC |
2024 Q1
|
5/13/2024 |
151
|
$3.5 B
|
| Chiron Investment Management, LLC |
2024 Q1
|
5/13/2024 |
103
|
$230 M
|
| CI INVESTMENTS INC. |
2024 Q1
|
5/13/2024 |
1,335
|
$25 B
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2024 Q1
|
5/13/2024 |
106
|
$110 M
|
| Hauser Brothers GmbH |
2024 Q1
|
5/13/2024 |
10
|
$140 M
|
| Rossmore Private Capital |
2024 Q1
|
5/13/2024 |
233
|
$760 M
|
| Abbot Financial Management, Inc. |
2024 Q1
|
5/13/2024 |
125
|
$180 M
|
| BARD ASSOCIATES INC |
2024 Q1
|
5/13/2024 |
176
|
$280 M
|
| Giverny Capital Inc. |
2024 Q1
|
5/13/2024 |
51
|
$2.5 B
|
| Marcho Partners LLP |
2024 Q1
|
5/13/2024 |
9
|
$340 M
|
| RS CRUM INC. |
2024 Q1
|
5/13/2024 |
81
|
$370 M
|
| Relative Value Partners Group, LLC |
2024 Q1
|
5/13/2024 |
283
|
$1.6 B
|
| GIRARD PARTNERS LTD. |
2024 Q1
|
5/13/2024 |
262
|
$1.1 B
|
| TradeLink Capital LLC |
2024 Q1
|
5/13/2024 |
21
|
$6.7 M
|
| Multicoin Capital Management, LLC |
2024 Q1
|
5/13/2024 |
2
|
$300 M
|
| THIRD AVENUE MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
58
|
$630 M
|
| WEITZ INVESTMENT MANAGEMENT, INC. |
2024 Q1
|
5/13/2024 |
54
|
$2.0 B
|
| Wrenne Financial Planning LLC |
2024 Q1
|
5/13/2024 |
29
|
$140 M
|
| MARIETTA INVESTMENT PARTNERS LLC |
2024 Q1
|
5/13/2024 |
164
|
$460 M
|
| Bell & Brown Wealth Advisors, LLC |
2024 Q1
|
5/13/2024 |
68
|
$230 M
|
| Muzinich & Co., Inc. |
2024 Q1
|
5/13/2024 |
63
|
$150 M
|
| CHARTER RESEARCH & INVESTMENT GROUP, INC. |
2024 Q1
|
5/13/2024 |
84
|
$130 M
|
| Maytus Capital Management, LLC |
2024 Q1
|
5/13/2024 |
50
|
$240 M
|
| GMT CAPITAL CORP |
2024 Q1
|
5/13/2024 |
53
|
$2.5 B
|
| Pantechnicon Advisors LLP |
2024 Q1
|
5/13/2024 |
6
|
$18 M
|
| BHZ CAPITAL MANAGEMENT, LP |
2024 Q1
|
5/13/2024 |
42
|
$88 M
|
| Samalin Investment Counsel, LLC |
2024 Q1
|
5/13/2024 |
278
|
$210 M
|
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD |
2024 Q1
|
5/13/2024 |
33
|
$2.5 B
|
| AXIOM INVESTORS LLC /DE |
2024 Q1
|
5/13/2024 |
137
|
$11 B
|
| Financial Engines Advisors L.L.C. |
2024 Q1
|
5/13/2024 |
331
|
$44 B
|
| Millrace Asset Group, Inc. |
2024 Q1
|
5/13/2024 |
65
|
$100 M
|
| XTX Topco Ltd |
2024 Q1
|
5/13/2024 |
1,775
|
$740 M
|
| Wharton Business Group, LLC |
2024 Q1
|
5/13/2024 |
135
|
$2.1 B
|
| Weiss Asset Management LP |
2024 Q1
|
5/13/2024 |
308
|
$2.9 B
|
| Sycale Advisors (NY) LLC |
2024 Q1
|
5/13/2024 |
19
|
$360 M
|
| Authentikos Wealth Advisory, LLC |
2024 Q1
|
5/13/2024 |
64
|
$100 M
|
| SFI Advisors, LLC |
2024 Q1
|
5/13/2024 |
76
|
$130 M
|
| Northstar Advisory Group, LLC |
2024 Q1
|
5/13/2024 |
91
|
$170 M
|
| NAPATREE CAPITAL LLC |
2024 Q1
|
5/13/2024 |
121
|
$100 M
|
| Lighthouse Investment Partners, LLC |
2024 Q1
|
5/13/2024 |
391
|
$2.2 B
|
| MIDLAND WEALTH ADVISORS LLC |
2024 Q1
|
5/13/2024 |
195
|
$1.6 B
|
| Darwin Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
137
|
$360 M
|
| BOCHK Asset Management Ltd |
2024 Q1
|
5/13/2024 |
60
|
$290 M
|
| BOSTON FAMILY OFFICE LLC |
2024 Q1
|
5/13/2024 |
264
|
$1.4 B
|
| Kapstone Financial Advisors LLC |
2024 Q1
|
5/13/2024 |
102
|
$150 M
|
| LYRICAL ASSET MANAGEMENT LP |
2024 Q1
|
5/13/2024 |
36
|
$6.7 B
|
| Herald Investment Management Ltd |
2024 Q1
|
5/13/2024 |
98
|
$620 M
|
| Beutel, Goodman & Co Ltd. |
2024 Q1
|
5/13/2024 |
75
|
$19 B
|
| GARNET EQUITY CAPITAL HOLDINGS, INC. |
2024 Q1
|
5/13/2024 |
29
|
$450 M
|
| Olympiad Research LP |
2024 Q1
|
5/13/2024 |
348
|
$150 M
|
| Premier Fund Managers Ltd |
2024 Q1
|
5/13/2024 |
210
|
$2.5 B
|
| Tidemark, LLC |
2024 Q1
|
5/13/2024 |
700
|
$180 M
|
| GUERRA PAN ADVISORS, LLC |
2024 Q1
|
5/13/2024 |
101
|
$110 M
|
| LGT CAPITAL PARTNERS LTD. |
2024 Q1
|
5/13/2024 |
95
|
$3.2 B
|
| Shaker Financial Services, LLC |
2024 Q1
|
5/13/2024 |
157
|
$260 M
|
| RPg Family Wealth Advisory, LLC |
2024 Q1
|
5/13/2024 |
113
|
$320 M
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
2024 Q1
|
5/13/2024 |
207
|
$230 M
|
| Cambridge Financial Group, Inc. |
2024 Q1
|
5/13/2024 |
32
|
$230 M
|
| Fortress Wealth Group, LLC |
2024 Q1
|
5/13/2024 |
108
|
$190 M
|
| SL ADVISORS, LLC |
2024 Q1
|
5/13/2024 |
39
|
$51 M
|
| Forest Avenue Capital Management LP |
2024 Q1
|
5/13/2024 |
20
|
$410 M
|
| BlackDiamond Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
143
|
$140 M
|
| Paragon Private Wealth Management, LLC |
2024 Q1
|
5/13/2024 |
146
|
$170 M
|
| Balboa Wealth Partners |
2024 Q1
|
5/13/2024 |
293
|
$340 M
|
| Broadcrest Asset Management, LLC |
2024 Q1
|
5/13/2024 |
5
|
$74 M
|
| Goldstein Advisors, LLC |
2024 Q1
|
5/13/2024 |
178
|
$590 M
|
| BALANCED WEALTH GROUP LLC |
2024 Q1
|
5/13/2024 |
70
|
$220 M
|
| Triodos Investment Management BV |
2024 Q1
|
5/13/2024 |
47
|
$1.1 B
|
| WOLVERINE ASSET MANAGEMENT LLC |
2024 Q1
|
5/13/2024 |
1,657
|
$8.7 B
|