| FineMark National Bank & Trust |
2024 Q1
|
5/14/2024, 12:17 PM |
428
|
$2.69 B
|
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2024 Q1
|
5/14/2024, 12:17 PM |
163
|
$204 M
|
| Baldwin Investment Management, LLC |
2024 Q1
|
5/14/2024, 12:16 PM |
209
|
$737 M
|
| Montanaro Asset Management Ltd |
2024 Q1
|
5/14/2024, 12:15 PM |
44
|
$554 M
|
| Savior LLC |
2024 Q1
|
5/14/2024, 12:14 PM |
12
|
$18.6 M
|
| Strategic Point Investment Advisors, LLC |
2024 Q1
|
5/14/2024, 12:14 PM |
33
|
$551 M
|
| REGIMEN WEALTH, LLC |
2024 Q1
|
5/14/2024, 12:13 PM |
64
|
$288 M
|
| StrongBox Wealth, LLC |
2024 Q1 - RESTATEMENT
|
5/14/2024, 12:13 PM |
81
|
$190 M
|
| Miller Investment Management, LP |
2024 Q1
|
5/14/2024, 12:13 PM |
105
|
$783 M
|
| Long Focus Capital Management, LLC |
2024 Q1
|
5/14/2024, 12:11 PM |
86
|
$864 M
|
| Horiko Capital Management LLC |
2024 Q1
|
5/14/2024, 12:11 PM |
21
|
$327 M
|
| Perennial Investment Advisors, LLC |
2024 Q1
|
5/14/2024, 12:11 PM |
346
|
$657 M
|
| CREDIT AGRICOLE S A |
2024 Q1
|
5/14/2024, 12:07 PM |
818
|
$5.81 B
|
| CLEARFIELD CAPITAL MANAGEMENT LP |
2024 Q1
|
5/14/2024, 12:07 PM |
10
|
$118 M
|
| Hengistbury Investment Partners LLP |
2024 Q1
|
5/14/2024, 12:05 PM |
5
|
$228 M
|
| Sequent Planning LLC |
2024 Q1
|
5/14/2024, 12:02 PM |
142
|
$276 M
|
| CENTAURUS FINANCIAL, INC. |
2024 Q1
|
5/14/2024, 12:00 PM |
760
|
$1.43 B
|
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA |
2024 Q1
|
5/14/2024, 12:00 PM |
4
|
$43.5 M
|
| Foresight Group Ltd Liability Partnership |
2024 Q1
|
5/14/2024, 11:59 AM |
7
|
$123 M
|
| X-Square Capital, LLC |
2024 Q1
|
5/14/2024, 11:59 AM |
147
|
$206 M
|
| MARINER INVESTMENT GROUP LLC |
2024 Q1
|
5/14/2024, 11:59 AM |
16
|
$319 M
|
| Black Swift Group, LLC |
2024 Q1
|
5/14/2024, 11:57 AM |
99
|
$390 M
|
| Nixon Capital, LLC |
2024 Q1
|
5/14/2024, 11:57 AM |
30
|
$260 M
|
| Legal & General Group Plc |
2024 Q1
|
5/14/2024, 11:56 AM |
3325
|
$425 B
|
| Financial Planning & Information Services, Inc. |
2024 Q1
|
5/14/2024, 11:55 AM |
86
|
$666 M
|
| AIGH Capital Management LLC |
2024 Q1
|
5/14/2024, 11:52 AM |
38
|
$206 M
|
| WS MANAGEMENT LLLP |
2024 Q1
|
5/14/2024, 11:52 AM |
36
|
$1.09 B
|
| DAVIS SELECTED ADVISERS |
2024 Q1 - RESTATEMENT
|
5/14/2024, 11:51 AM |
98
|
$17.8 B
|
| Guardian Wealth Management, Inc. |
2024 Q1
|
5/14/2024, 11:50 AM |
243
|
$130 M
|
| Norinchukin Bank, The |
2024 Q1
|
5/14/2024, 11:49 AM |
550
|
$3.34 B
|
| Waterfall Asset Management, LLC |
2024 Q1
|
5/14/2024, 11:49 AM |
5
|
$146 M
|
| Ruggaard & Associates LLC |
2024 Q1
|
5/14/2024, 11:48 AM |
115
|
$210 M
|
| Capital Analysts, LLC |
2024 Q1
|
5/14/2024, 11:47 AM |
1063
|
$2.12 B
|
| BOSTON RESEARCH & MANAGEMENT INC |
2024 Q1
|
5/14/2024, 11:46 AM |
115
|
$405 M
|
| E. Ohman J:or Asset Management AB |
2024 Q1
|
5/14/2024, 11:44 AM |
422
|
$3.92 B
|
| United Advisor Group, LLC |
2024 Q1
|
5/14/2024, 11:44 AM |
210
|
$266 M
|
| STONE RUN CAPITAL, LLC |
2024 Q1
|
5/14/2024, 11:43 AM |
66
|
$262 M
|
| M Holdings Securities, Inc. |
2024 Q1
|
5/14/2024, 11:43 AM |
128
|
$595 M
|
| Pictet Asset Management Holding SA |
2024 Q1
|
5/14/2024, 11:38 AM |
1962
|
$91.8 B
|
| OLD POINT TRUST & FINANCIAL SERVICES N A |
2024 Q1
|
5/14/2024, 11:38 AM |
554
|
$275 M
|
| GARDNER RUSSO & QUINN LLC |
2024 Q1
|
5/14/2024, 11:35 AM |
80
|
$9.75 B
|
| First County Bank /CT/ |
2024 Q1
|
5/14/2024, 11:33 AM |
166
|
$205 M
|
| State of Tennessee, Treasury Department |
2024 Q1
|
5/14/2024, 11:33 AM |
1681
|
$27 B
|
| Kovitz Investment Group Partners, LLC |
2024 Q1
|
5/14/2024, 11:33 AM |
652
|
$7.85 B
|
| Capstone Financial Advisors, Inc. |
2024 Q1
|
5/14/2024, 11:32 AM |
150
|
$1.49 B
|
| Saudi Central Bank |
2024 Q1
|
5/14/2024, 11:32 AM |
7
|
$954 M
|
| M3F, Inc. |
2024 Q1
|
5/14/2024, 11:31 AM |
37
|
$283 M
|
| QUEST INVESTMENT MANAGEMENT LLC |
2024 Q1
|
5/14/2024, 11:30 AM |
87
|
$896 M
|
| Silver Heights Capital Management Inc |
2024 Q1
|
5/14/2024, 11:30 AM |
5
|
$253 M
|
| Belmont Capital, LLC |
2024 Q1
|
5/14/2024, 11:29 AM |
186
|
$367 M
|
| Ensign Peak Advisors, Inc |
2024 Q1
|
5/14/2024, 11:29 AM |
1723
|
$54.8 B
|
| Full Sail Capital, LLC |
2024 Q1
|
5/14/2024, 11:29 AM |
170
|
$1.43 B
|
| AMERICAN CENTURY COMPANIES INC |
2024 Q1
|
5/14/2024, 11:28 AM |
2902
|
$159 B
|
| SYON CAPITAL LLC |
2024 Q1
|
5/14/2024, 11:26 AM |
450
|
$1.06 B
|
| Almitas Capital LLC |
2024 Q1
|
5/14/2024, 11:24 AM |
69
|
$242 M
|
| Factorial Partners, LLC |
2024 Q1
|
5/14/2024, 11:23 AM |
82
|
$176 M
|
| LOOMIS SAYLES & CO L P |
2024 Q1
|
5/14/2024, 11:23 AM |
626
|
$69.4 B
|
| AVIVA PLC |
2024 Q1
|
5/14/2024, 11:23 AM |
959
|
$30.4 B
|
| Coastwise Capital Group, LLC |
2024 Q1
|
5/14/2024, 11:22 AM |
121
|
$106 M
|
| TIMUCUAN ASSET MANAGEMENT INC/FL |
2024 Q1
|
5/14/2024, 11:21 AM |
23
|
$2.96 B
|
| THAMES CAPITAL MANAGEMENT LLC |
2024 Q1
|
5/14/2024, 11:20 AM |
24
|
$240 M
|
| GuideStone Capital Management, LLC |
2024 Q1
|
5/14/2024, 11:20 AM |
1
|
$50.3 M
|
| Accredited Investors Inc. |
2024 Q1
|
5/14/2024, 11:20 AM |
209
|
$1.56 B
|
| Sands Capital Ventures, LLC |
2024 Q1
|
5/14/2024, 11:19 AM |
19
|
$401 M
|
| Riverview Capital Advisers, LLC |
2024 Q1
|
5/14/2024, 11:18 AM |
80
|
$290 M
|
| Independent Order of Foresters |
2024 Q1
|
5/14/2024, 11:18 AM |
16
|
$157 M
|
| WEIK CAPITAL MANAGEMENT |
2024 Q1
|
5/14/2024, 11:17 AM |
95
|
$235 M
|
| Private Wealth Strategies, L.L.C. |
2024 Q1
|
5/14/2024, 11:15 AM |
65
|
$462 M
|
| SANDS CAPITAL MANAGEMENT, LLC |
2024 Q1
|
5/14/2024, 11:12 AM |
76
|
$35.8 B
|
| Berkeley Capital Partners, LLC |
2024 Q1
|
5/14/2024, 11:12 AM |
165
|
$328 M
|
| Private Advisory Group LLC |
2024 Q1
|
5/14/2024, 11:12 AM |
178
|
$701 M
|
| CPA Asset Management LLC |
2024 Q1
|
5/14/2024, 11:11 AM |
77
|
$179 M
|
| Parker Investment Management, LLC |
2024 Q1
|
5/14/2024, 11:10 AM |
27
|
$578 M
|
| Tikehau Investment Management |
2024 Q1
|
5/14/2024, 11:09 AM |
16
|
$123 M
|
| MIDDLETON & CO INC/MA |
2024 Q1
|
5/14/2024, 11:09 AM |
167
|
$867 M
|
| Liquid Strategies, LLC |
2024 Q1
|
5/14/2024, 11:08 AM |
14
|
$387 M
|
| Redhawk Wealth Advisors, Inc. |
2024 Q1
|
5/14/2024, 11:07 AM |
304
|
$612 M
|
| CHARTWELL INVESTMENT PARTNERS, LLC |
2024 Q1
|
5/14/2024, 11:07 AM |
409
|
$2.89 B
|
| ICA Group Wealth Management, LLC |
2024 Q1
|
5/14/2024, 11:07 AM |
1341
|
$499 M
|
| Merriman Wealth Management, LLC |
2024 Q1
|
5/14/2024, 11:06 AM |
200
|
$2.24 B
|
| Little Harbor Advisors, LLC |
2024 Q1
|
5/14/2024, 11:04 AM |
8
|
$149 M
|
| NORTHERN TRUST CORP |
2024 Q1
|
5/14/2024, 11:03 AM |
4357
|
$579 B
|
| NUCLEO CAPITAL LTDA. |
2024 Q1
|
5/14/2024, 11:01 AM |
3
|
$160 M
|
| Kimmeridge Energy Management Company, LLC |
2024 Q1
|
5/14/2024, 11:00 AM |
5
|
$2.09 B
|
| Close Asset Management Ltd |
2024 Q1
|
5/14/2024, 11:00 AM |
252
|
$2.74 B
|
| ASB Consultores, LLC |
2024 Q1
|
5/14/2024, 11:00 AM |
292
|
$387 M
|
| North Peak Capital Management, LLC |
2024 Q1
|
5/14/2024, 11:00 AM |
8
|
$900 M
|
| Mork Capital Management, LLC |
2024 Q1
|
5/14/2024, 10:59 AM |
108
|
$133 M
|
| Fogel Capital Management, Inc. |
2024 Q1
|
5/14/2024, 10:59 AM |
36
|
$170 M
|
| Mount Capital Ltd |
2024 Q1
|
5/14/2024, 10:58 AM |
17
|
$237 M
|
| Boussard & Gavaudan Investment Management LLP |
2024 Q1
|
5/14/2024, 10:58 AM |
78
|
$435 M
|
| PARTNERS CAPITAL INVESTMENT GROUP, LLP |
2024 Q1
|
5/14/2024, 10:58 AM |
137
|
$3.42 B
|
| HHM Wealth Advisors, LLC |
2024 Q1
|
5/14/2024, 10:57 AM |
735
|
$607 M
|
| BRIGADE CAPITAL MANAGEMENT, LP |
2024 Q1
|
5/14/2024, 10:56 AM |
17
|
$142 M
|
| Passumpsic Savings Bank |
2024 Q1
|
5/14/2024, 10:55 AM |
96
|
$156 M
|
| WIMMER ASSOCIATES 1, LLC |
2024 Q1
|
5/14/2024, 10:55 AM |
111
|
$190 M
|
| FIDUCIARY MANAGEMENT INC /WI/ |
2024 Q1
|
5/14/2024, 10:54 AM |
68
|
$11.2 B
|
| NORGES BANK |
2024 Q1
|
5/14/2024, 10:53 AM |
0
|
$0
|
| Three Bridge Wealth Advisors, LLC |
2024 Q1
|
5/14/2024, 10:53 AM |
92
|
$254 M
|
| JONES ROAD CAPITAL MANAGEMENT, L.P. |
2024 Q1
|
5/14/2024, 10:53 AM |
24
|
$111 M
|