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0001744317
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06-30-2025
06-30-2025
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Beacon Pointe Advisors, LLC
24 CORPORATE PLAZA DRIVE
SUITE 150
NEWPORT BEACH
CA
92660
13F COMBINATION REPORT
028-19009
000119290
801-60943
0001730242
028-19649
000286620
801-110302
55I, LLC
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028-14059
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801-60694
ACR Alpine Capital Research, LLC
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028-05119
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801-50778
ALTA CAPITAL MANAGEMENT LLC/
0001122241
028-10180
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801-49335
AMI INVESTMENT MANAGEMENT INC
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028-01880
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801-18930
ANCHOR CAPITAL ADVISORS LLC
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028-11964
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801-57184
Aperio Group, LLC
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028-02634
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801-60014
Aristotle Capital Management, LLC
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028-19653
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801-79309
Belmont Capital, LLC
0001650142
028-16982
000175139
801-96241
Bristol Gate Capital Partners Inc.
0001345929
028-13997
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801-38826
BROWN ADVISORY INC
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028-11563
000111335
801-60111
Coho Partners, Ltd.
0001442056
028-13334
000146019
801-68723
CONFLUENCE INVESTMENT MANAGEMENT LLC
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028-03434
000105161
801-23386
CONGRESS ASSET MANAGEMENT CO
0001427514
028-13023
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801-14828
Dana Investment Advisors, Inc.
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028-10301
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801-10883
DAVIDSON INVESTMENT ADVISORS
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028-04121
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801-31648
DAVIS SELECTED ADVISERS
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028-10648
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801-32176
DIAMOND HILL CAPITAL MANAGEMENT INC
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028-19385
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801-113638
Edge Capital Group, LLC
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028-13411
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801-57260
ENVESTNET ASSET MANAGEMENT INC
0001780570
028-19978
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Ethic Inc.
0001834499
028-20863
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F/m Investments LLC
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028-01526
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801-15164
FIDUCIARY MANAGEMENT INC /WI/
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028-01887
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GAMCO INVESTORS, INC. ET AL
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028-02635
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GARDNER RUSSO & QUINN LLC
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028-03495
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JENSEN INVESTMENT MANAGEMENT INC
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028-05066
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KAYNE ANDERSON CAPITAL ADVISORS LP
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028-10665
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LONDON CO OF VIRGINIA
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028-00398
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LOOMIS SAYLES & CO L P
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028-13243
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MAR VISTA INVESTMENT PARTNERS LLC
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028-06620
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MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
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Natixis Investment Managers, LLC
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028-13573
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Neuberger Berman Group LLC
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028-20945
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801-121856
Nixon Capital, LLC
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028-04558
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PARAMETRIC PORTFOLIO ASSOCIATES LLC
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028-03687
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POLEN CAPITAL MANAGEMENT LLC
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028-13006
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Provident Investment Management, Inc.
0001554656
028-15157
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Raub Brock Capital Management LP
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Reynders McVeigh Capital Management, LLC
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028-11487
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River Road Asset Management, LLC
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028-05655
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RIVERBRIDGE PARTNERS LLC
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028-21541
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Riverwater Partners LLC
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028-13757
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Saratoga Research & Investment Management
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SCHAFER CULLEN CAPITAL MANAGEMENT INC
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028-03381
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801-47232
SEGALL BRYANT & HAMILL, LLC
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028-05709
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801-25205
SHELTON CAPITAL MANAGEMENT
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SILVERCREST ASSET MANAGEMENT GROUP LLC
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028-10937
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Skylands Capital, LLC
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028-14071
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St. James Investment Company, LLC
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028-11071
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801-45724
Stack Financial Management, Inc
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028-11465
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801-64257
Sterling Capital Management LLC
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028-16131
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Swan Capital Management, LLC
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028-05840
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VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
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028-18951
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Wakefield Asset Management LLLP
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028-01286
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WASATCH ADVISORS LP
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WESTFIELD CAPITAL MANAGEMENT CO LP
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028-04587
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ZACKS INVESTMENT MANAGEMENT
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028-10982
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Ziegler Capital Management, LLC
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028-05392
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CITY NATIONAL ROCHDALE, LLC
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028-16454
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SEI INVESTMENTS CO
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FRED ALGER MANAGEMENT, LLC
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028-11728
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CAUSEWAY CAPITAL MANAGEMENT LLC
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028-18806
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Dundas Partners LLP
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028-05269
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EARNEST PARTNERS LLC
N
Catherine Prentice
Director, Compliance
949-718-1623
Catherine Prentice
Newport Beach
CA
08-13-2025
0
1250
9581611299