| Meixler Investment Management, Ltd. |
2025 Q1
|
5/8/2025 |
113
|
$140 M
|
| Anthracite Investment Company, Inc. |
2025 Q1
|
5/8/2025 |
64
|
$180 M
|
| GABLES CAPITAL MANAGEMENT INC. |
2025 Q1
|
5/8/2025 |
443
|
$200 M
|
| Sunburst Financial Group, LLC |
2025 Q1
|
5/8/2025 |
111
|
$410 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2025 Q1
|
5/8/2025 |
111
|
$1.2 B
|
| Forbes Financial Planning, Inc. |
2025 Q1
|
5/8/2025 |
31
|
$130 M
|
| NNS Holding |
2025 Q1
|
5/8/2025 |
1
|
$0
|
| Stonebridge Financial Planning Group, LLC |
2025 Q1
|
5/8/2025 |
161
|
$220 M
|
| EXCALIBUR MANAGEMENT CORP |
2025 Q1
|
5/8/2025 |
167
|
$250 M
|
| New England Private Wealth Advisors LLC |
2025 Q1
|
5/8/2025 |
147
|
$650 M
|
| Main Street Financial Solutions, LLC |
2025 Q1
|
5/8/2025 |
513
|
$1.2 B
|
| GREAT VALLEY ADVISOR GROUP, INC. |
2025 Q1
|
5/8/2025 |
1,385
|
$4.6 B
|
| ProShare Advisors LLC |
2025 Q1
|
5/8/2025 |
2,081
|
$44 B
|
| PROFUND ADVISORS LLC |
2025 Q1
|
5/8/2025 |
984
|
$2.3 B
|
| Wellington Shields Capital Management, LLC |
2025 Q1
|
5/8/2025 |
313
|
$550 M
|
| Cardinal Point Capital Management ULC |
2025 Q1
|
5/8/2025 |
179
|
$1.1 B
|
| Waterway Wealth Management, LLC |
2025 Q1
|
5/8/2025 |
78
|
$240 M
|
| RFG - Bristol Wealth Advisors, LLC |
2025 Q1
|
5/8/2025 |
170
|
$300 M
|
| BCK Capital Management LP |
2025 Q1
|
5/8/2025 |
72
|
$130 M
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/8/2025 |
818
|
$9.8 B
|
| HALL CAPITAL MANAGEMENT CO INC |
2025 Q1
|
5/8/2025 |
92
|
$220 M
|
| CLARK ESTATES INC/NY |
2025 Q1
|
5/8/2025 |
94
|
$470 M
|
| Aegis Wealth Management LLC |
2025 Q1
|
5/8/2025 |
119
|
$170 M
|
| TFO Wealth Partners, LLC |
2025 Q1
|
5/8/2025 |
39
|
$500 M
|
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. |
2025 Q1
|
5/8/2025 |
65
|
$490 M
|
| 360 Financial, Inc. |
2025 Q1
|
5/8/2025 |
76
|
$280 M
|
| Howard Capital Management Inc. |
2025 Q1
|
5/8/2025 |
379
|
$4.0 B
|
| Wellington Shields & Co., LLC |
2025 Q1
|
5/8/2025 |
304
|
$320 M
|
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC |
2025 Q1
|
5/8/2025 |
113
|
$2.0 B
|
| Mesirow Financial Investment Management, Inc. |
2025 Q1
|
5/8/2025 |
593
|
$5.2 B
|
| DEARBORN PARTNERS LLC |
2025 Q1
|
5/8/2025 |
276
|
$2.1 B
|
| Monaco Asset Management SAM |
2025 Q1
|
5/8/2025 |
76
|
$490 M
|
| Arkadios Wealth Advisors |
2025 Q1
|
5/8/2025 |
2,066
|
$2.6 B
|
| CAPITAL MANAGEMENT ASSOCIATES /NY/ |
2025 Q1
|
5/8/2025 |
40
|
$51 M
|
| UNIVERSITY OF CHICAGO |
2025 Q1
|
5/8/2025 |
12
|
$66 M
|
| Tredje AP-fonden |
2025 Q1
|
5/8/2025 |
432
|
$11 B
|
| Bayforest Capital Ltd |
2025 Q1
|
5/8/2025 |
712
|
$120 M
|
| DAIDO LIFE INSURANCE CO |
2025 Q1
|
5/8/2025 |
6
|
$740 M
|
| Portland Financial Advisors Inc |
2025 Q1
|
5/8/2025 |
64
|
$39 M
|
| EASTERN BANK |
2025 Q1
|
5/8/2025 |
1,407
|
$5.1 B
|
| MMA ASSET MANAGEMENT LLC |
2025 Q1
|
5/8/2025 |
132
|
$240 M
|
| Pacific Capital Partners Ltd |
2025 Q1
|
5/8/2025 |
41
|
$160 M
|
| DELAP WEALTH ADVISORY, LLC |
2025 Q1
|
5/8/2025 |
78
|
$180 M
|
| Cincinnati Specialty Underwriters Insurance CO |
2025 Q1
|
5/8/2025 |
37
|
$330 M
|
| Carl P. Sherr & Co., LLC |
2025 Q1
|
5/8/2025 |
117
|
$180 M
|
| REGIONS FINANCIAL CORP |
2025 Q1
|
5/8/2025 |
991
|
$13 B
|
| First National Trust Co |
2025 Q1
|
5/8/2025 |
604
|
$2.5 B
|
| CINCINNATI INDEMNITY CO |
2025 Q1
|
5/8/2025 |
10
|
$42 M
|
| Galilei Investment Office LLP |
2025 Q1
|
5/8/2025 |
29
|
$180 M
|
| CINCINNATI LIFE INSURANCE CO |
2025 Q1
|
5/8/2025 |
1
|
$630 k
|
| CINCINNATI INSURANCE CO |
2025 Q1
|
5/8/2025 |
60
|
$5.7 B
|
| CINCINNATI FINANCIAL CORP |
2025 Q1
|
5/8/2025 |
51
|
$4.5 B
|
| CSU Producer Resources, Inc. |
2025 Q1
|
5/8/2025 |
22
|
$30 M
|
| CINCINNATI CASUALTY CO |
2025 Q1
|
5/8/2025 |
24
|
$170 M
|
| Squire Investment Management Company, LLC |
2025 Q1
|
5/8/2025 |
64
|
$240 M
|
| Vestcor Inc |
2025 Q1
|
5/8/2025 |
1,159
|
$3.0 B
|
| Orca Wealth Management, LLC |
2025 Q1
|
5/8/2025 |
64
|
$110 M
|
| Independence Financial Advisors, LLC |
2025 Q1
|
5/8/2025 |
47
|
$260 M
|
| CUTLER INVESTMENT COUNSEL LLC |
2025 Q1
|
5/8/2025 |
151
|
$830 M
|
| RD Finance Ltd |
2025 Q1
|
5/8/2025 |
28
|
$120 M
|
| FSA Advisors, Inc. |
2025 Q1
|
5/8/2025 |
178
|
$130 M
|
| Deuterium Capital Management, LLC |
2025 Q1
|
5/8/2025 |
41
|
$45 M
|
| Algebris (UK) Ltd |
2025 Q1
|
5/8/2025 |
43
|
$550 M
|
| Banque Cantonale Vaudoise |
2025 Q1
|
5/8/2025 |
943
|
$2.3 B
|
| De Lisle Partners LLP |
2025 Q1
|
5/8/2025 |
186
|
$600 M
|
| S&CO INC |
2025 Q1
|
5/8/2025 |
217
|
$1.5 B
|
| Value Base Ltd. |
2025 Q1
|
5/8/2025 |
10
|
$150 M
|
| FEDERATED HERMES, INC. |
2025 Q1
|
5/8/2025 |
4,009
|
$46 B
|
| GSA CAPITAL PARTNERS LLP |
2025 Q1
|
5/8/2025 |
1,596
|
$1.1 B
|
| High Ground Investment Management LLP |
2025 Q1
|
5/8/2025 |
9
|
$430 M
|
| Premier Fund Managers Ltd |
2025 Q1
|
5/8/2025 |
179
|
$2.7 B
|
| Trivest Advisors Ltd |
2025 Q1
|
5/8/2025 |
21
|
$1.2 B
|
| Valliance Asset Management Ltd |
2025 Q1
|
5/8/2025 |
25
|
$44 M
|
| Capricorn Fund Managers Ltd |
2025 Q1
|
5/8/2025 |
49
|
$190 M
|
| Meredith Wealth Planning |
2025 Q1
|
5/7/2025 |
51
|
$230 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2025 Q1
|
5/7/2025 |
15
|
$240 M
|
| NetEase, Inc. |
2025 Q1
|
5/8/2025 |
1
|
$22 M
|
| Harvest Fund Management Co., Ltd |
2025 Q1
|
5/7/2025 |
742
|
$2.0 B
|
| NAN FUNG TRINITY (HK) LTD |
2025 Q1
|
5/8/2025 |
39
|
$630 M
|
| FOCUS Wealth Advisors, LLC |
2025 Q1
|
5/7/2025 |
56
|
$180 M
|
| THORNBURG INVESTMENT MANAGEMENT INC |
2025 Q1
|
5/7/2025 |
182
|
$72 B
|
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
133
|
$280 M
|
| Golden Reserve Retirement LLC |
2025 Q1
|
5/7/2025 |
17
|
$250 M
|
| Brucke Financial, Inc. |
2025 Q1
|
5/7/2025 |
139
|
$120 M
|
| LongView Asset Management LLC |
2025 Q1
|
5/7/2025 |
55
|
$120 M
|
| Decheng Capital LLC |
2025 Q1
|
5/7/2025 |
27
|
$360 M
|
| Gunma Bank,Ltd. |
2025 Q1
|
5/7/2025 |
33
|
$310 M
|
| FIRST FOUNDATION ADVISORS |
2025 Q1
|
5/7/2025 |
572
|
$2.5 B
|
| COZAD ASSET MANAGEMENT INC |
2025 Q1
|
5/7/2025 |
384
|
$1.0 B
|
| Geneos Wealth Management Inc. |
2025 Q1
|
5/7/2025 |
3,071
|
$4.0 B
|
| XTX Topco Ltd |
2025 Q1
|
5/7/2025 |
2,331
|
$2.0 B
|
| MARSHALL INVESTMENT MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
252
|
$160 M
|
| MYCIO WEALTH PARTNERS, LLC |
2025 Q1
|
5/7/2025 |
50
|
$420 M
|
| Creekside Partners |
2025 Q1
|
5/7/2025 |
165
|
$190 M
|
| Renaissance Investment Group LLC |
2025 Q1
|
5/7/2025 |
73
|
$410 M
|
| Mawer Investment Management Ltd. |
2025 Q1
|
5/7/2025 |
132
|
$21 B
|
| N.E.W. Advisory Services LLC |
2025 Q1
|
5/7/2025 |
894
|
$1.3 B
|
| Canopy Partners, LLC |
2025 Q1
|
5/7/2025 |
217
|
$260 M
|
| Miller Investment Management, LP |
2025 Q1
|
5/7/2025 |
97
|
$900 M
|
| Morningstar Investment Management LLC |
2025 Q1
|
5/7/2025 |
71
|
$1.2 B
|