| CANNAE HOLDINGS, INC. |
2024 Q1
|
5/9/2024 |
5
|
$1.4 B
|
| Rose Park Advisors, LLC |
2024 Q1
|
5/9/2024 |
1
|
$17 M
|
| Truepoint, Inc. |
2024 Q1
|
5/9/2024 |
122
|
$3.5 B
|
| Foundry Group Next, LLC |
2024 Q1
|
5/9/2024 |
1
|
$39 M
|
| Revolution Growth Management Company, Inc. |
2024 Q1
|
5/9/2024 |
3
|
$200 M
|
| Fidelity National Financial, Inc. |
2024 Q1
|
5/9/2024 |
25
|
$5.0 B
|
| J. L. Bainbridge & Co., Inc. |
2024 Q1
|
5/9/2024 |
95
|
$940 M
|
| TCTC Holdings, LLC |
2024 Q1
|
5/9/2024 |
687
|
$3.0 B
|
| 1ST SOURCE BANK |
2024 Q1
|
5/9/2024 |
374
|
$1.7 B
|
| GARRISON POINT ADVISORS, LLC |
2024 Q1
|
5/9/2024 |
150
|
$160 M
|
| WINTRUST INVESTMENTS LLC |
2024 Q1
|
5/9/2024 |
478
|
$1.1 B
|
| Windsor Advisory Group, LLC |
2024 Q1
|
5/9/2024 |
50
|
$35 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2024 Q1
|
5/9/2024 |
90
|
$120 M
|
| PACIFIC FINANCIAL GROUP INC |
2024 Q1
|
5/9/2024 |
58
|
$140 M
|
| Torray Investment Partners LLC |
2024 Q1
|
5/9/2024 |
92
|
$670 M
|
| KELLEHER FINANCIAL ADVISORS |
2024 Q1
|
5/9/2024 |
123
|
$240 M
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
1,130
|
$6.5 B
|
| GRAND WEALTH MANAGEMENT, LLC |
2024 Q1
|
5/9/2024 |
71
|
$210 M
|
| Kelman-Lazarov, Inc. |
2024 Q1
|
5/9/2024 |
104
|
$510 M
|
| CLIENT 1ST ADVISORY GROUP, LLC |
2024 Q1
|
5/9/2024 |
110
|
$220 M
|
| NNS Investments (Cyprus) Ltd |
2024 Q1
|
5/9/2024 |
1
|
$0
|
| Tao Capital Management LP |
2024 Q1
|
5/9/2024 |
10
|
$110 M
|
| NNS Holding |
2024 Q1
|
5/9/2024 |
1
|
$0
|
| Greenstone Partners & Co., LLC |
2024 Q1
|
5/9/2024 |
9
|
$220 M
|
| Kabouter Management, LLC |
2024 Q1
|
5/9/2024 |
15
|
$24 M
|
| BRIGHT FINANCIAL ADVISORS, INC. |
2024 Q1
|
5/9/2024 |
48
|
$130 M
|
| CVentures, Inc. |
2024 Q1
|
5/9/2024 |
1
|
$0
|
| Athena Investment Management |
2024 Q1
|
5/9/2024 |
149
|
$170 M
|
| JOHNSON INVESTMENT COUNSEL INC |
2024 Q1
|
5/9/2024 |
762
|
$9.2 B
|
| Vision Capital Management, Inc. |
2024 Q1
|
5/9/2024 |
134
|
$670 M
|
| Belvedere Trading LLC |
2024 Q1
|
5/9/2024 |
664
|
$77 B
|
| PPM AMERICA INC/IL |
2024 Q1
|
5/9/2024 |
10
|
$15 M
|
| MetLife Investment Management, LLC |
2023 Q1 - NEW HOLDINGS
|
5/9/2024 |
5
|
$340 M
|
| King Wealth Management Group |
2024 Q1
|
5/9/2024 |
147
|
$570 M
|
| Journey Advisory Group, LLC |
2024 Q1
|
5/9/2024 |
237
|
$810 M
|
| MetLife Investment Management, LLC |
2023 Q1 - RESTATEMENT
|
5/9/2024 |
2,786
|
$14 B
|
| MetLife Investment Management, LLC |
2023 Q3 - RESTATEMENT
|
5/9/2024 |
2,897
|
$13 B
|
| Associated Banc-Corp |
2024 Q1
|
5/9/2024 |
314
|
$3.2 B
|
| Sonoma Private Wealth LLC |
2024 Q1
|
5/9/2024 |
86
|
$62 M
|
| Plante Moran Financial Advisors, LLC |
2024 Q1
|
5/9/2024 |
846
|
$930 M
|
| BUCKINGHAM STRATEGIC WEALTH, LLC |
2024 Q1
|
5/9/2024 |
762
|
$9.5 B
|
| Corient Private Wealth LLC |
2024 Q1
|
5/9/2024 |
3,116
|
$56 B
|
| Element Wealth, LLC |
2024 Q1
|
5/9/2024 |
270
|
$170 M
|
| Edgemoor Investment Advisors, Inc. |
2024 Q1
|
5/9/2024 |
165
|
$1.1 B
|
| Rain Capital Management, LLC |
2024 Q1
|
5/9/2024 |
95
|
$150 M
|
| Treasurer of the State of North Carolina |
2023 Q4 - RESTATEMENT
|
5/9/2024 |
1,016
|
$21 B
|
| Optiver Holding B.V. |
2024 Q1
|
5/9/2024 |
694
|
$190 B
|
| LONG WALK MANAGEMENT LP |
2024 Q1
|
5/9/2024 |
10
|
$200 M
|
| Treasurer of the State of North Carolina |
2024 Q1
|
5/9/2024 |
1,011
|
$23 B
|
| Pinion Investment Advisors, LLC |
2024 Q1
|
5/9/2024 |
149
|
$190 M
|
| Jupiter Wealth Management LLC |
2024 Q1
|
5/9/2024 |
94
|
$190 M
|
| Bank of Marin |
2024 Q1
|
5/9/2024 |
131
|
$110 M
|
| Vanguard Personalized Indexing Management, LLC |
2024 Q1
|
5/9/2024 |
1,630
|
$4.7 B
|
| NICOLET BANKSHARES INC |
2024 Q1
|
5/9/2024 |
227
|
$400 M
|
| INTRUST BANK NA |
2024 Q1
|
5/9/2024 |
719
|
$930 M
|
| Swan Global Investments, LLC |
2024 Q1
|
5/9/2024 |
42
|
$3.2 B
|
| Dai-ichi Life Insurance Company, Ltd |
2024 Q1
|
5/9/2024 |
463
|
$4.4 B
|
| EASTERN BANK |
2024 Q1
|
5/9/2024 |
480
|
$2.4 B
|
| Financial Network Wealth Management LLC |
2024 Q1
|
5/9/2024 |
43
|
$210 M
|
| Wills Financial Group, Inc. |
2024 Q1
|
5/9/2024 |
63
|
$210 M
|
| Second Half Financial Partners, LLC |
2024 Q1
|
5/9/2024 |
65
|
$220 M
|
| Private Portfolio Partners LLC |
2024 Q1
|
5/9/2024 |
278
|
$480 M
|
| ELEMENT CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
56
|
$150 M
|
| Wealth Quarterback LLC |
2024 Q1
|
5/9/2024 |
119
|
$180 M
|
| Knuff & Co LLC |
2024 Q1
|
5/9/2024 |
125
|
$300 M
|
| Dai-ichi Life Holdings, Inc. |
2024 Q1
|
5/9/2024 |
18
|
$82 M
|
| INVENIO WEALTH PARTNERS LLC |
2024 Q1
|
5/9/2024 |
96
|
$190 M
|
| Drake & Associates, LLC |
2024 Q1
|
5/9/2024 |
81
|
$270 M
|
| NKCFO LLC |
2024 Q1
|
5/9/2024 |
74
|
$170 M
|
| Pettee Investors, Inc. |
2024 Q1
|
5/9/2024 |
117
|
$240 M
|
| Quest Partners LLC |
2024 Q1
|
5/9/2024 |
1,635
|
$580 M
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2024 Q1
|
5/9/2024 |
40
|
$2.6 B
|
| SASCO CAPITAL INC / CT/ |
2024 Q1
|
5/9/2024 |
52
|
$750 M
|
| SHENKMAN CAPITAL MANAGEMENT INC |
2024 Q1
|
5/9/2024 |
122
|
$1.4 B
|
| Waldron Private Wealth LLC |
2024 Q1
|
5/9/2024 |
435
|
$2.2 B
|
| Goodman Financial Corp |
2024 Q1
|
5/9/2024 |
56
|
$440 M
|
| Brown University |
2024 Q1
|
5/9/2024 |
10
|
$250 M
|
| Act Two Investors LLC |
2024 Q1
|
5/9/2024 |
48
|
$500 M
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2024 Q1
|
5/9/2024 |
353
|
$6.5 B
|
| V2 Financial group LLC |
2024 Q1
|
5/9/2024 |
75
|
$150 M
|
| Lafayette Investments, Inc. |
2024 Q1
|
5/9/2024 |
141
|
$450 M
|
| Sound View Wealth Advisors Group, LLC |
2024 Q1
|
5/9/2024 |
371
|
$940 M
|
| Tortoise Investment Management, LLC |
2024 Q1
|
5/9/2024 |
876
|
$820 M
|
| M. Kulyk & Associates, LLC |
2024 Q1
|
5/9/2024 |
106
|
$430 M
|
| Wayfinding Financial, LLC |
2024 Q1
|
5/9/2024 |
124
|
$170 M
|
| Alpha Omega Group, Inc. |
2024 Q1
|
5/9/2024 |
21
|
$71 M
|
| DDD Partners, LLC |
2024 Q1
|
5/9/2024 |
90
|
$820 M
|
| Campbell Wealth Management |
2024 Q1
|
5/9/2024 |
92
|
$1.0 B
|
| Efficient Advisors, LLC |
2024 Q1
|
5/9/2024 |
68
|
$1.6 B
|
| Great Point Wealth Advisors, LLC |
2024 Q1
|
5/9/2024 |
55
|
$430 M
|
| McGinn Penninger Investment Management, Inc. |
2024 Q1
|
5/9/2024 |
25
|
$150 M
|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
2024 Q1
|
5/9/2024 |
718
|
$1.1 B
|
| INCEPTIONR LLC |
2024 Q1
|
5/9/2024 |
569
|
$390 M
|
| Price Capital Management, Inc. |
2024 Q1
|
5/9/2024 |
2
|
$16 M
|
| Archer Investment Corp |
2024 Q1
|
5/9/2024 |
1,175
|
$330 M
|
| Anfield Capital Management, LLC |
2024 Q1
|
5/9/2024 |
344
|
$210 M
|
| Tandem Wealth Advisors LLC |
2024 Q1
|
5/9/2024 |
49
|
$180 M
|
| AMANSA CAPITAL PTE. LTD. |
2024 Q1
|
5/9/2024 |
3
|
$290 M
|
| RHUMBLINE ADVISERS |
2024 Q1
|
5/9/2024 |
4,304
|
$100 B
|
| PRINCETON CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/9/2024 |
104
|
$280 M
|