| 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
|
| BASS LEE M /TX/ |
2025 Q1
|
5/7/2025 |
1
|
$0
|
| MB, LEVIS & ASSOCIATES, LLC |
2025 Q1
|
5/7/2025 |
283
|
$220 M
|
| Seafarer Capital Partners, LLC |
2025 Q1
|
5/7/2025 |
7
|
$310 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2024 Q4
|
5/7/2025 |
291
|
$200 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2024 Q2
|
5/7/2025 |
289
|
$190 M
|
| TCTC Holdings, LLC |
2025 Q1
|
5/7/2025 |
841
|
$2.8 B
|
| MB, LEVIS & ASSOCIATES, LLC |
2024 Q3
|
5/7/2025 |
292
|
$200 M
|
| JOHNSON & JOHNSON |
2025 Q1
|
5/7/2025 |
20
|
$340 M
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2025 Q1
|
5/7/2025 |
303
|
$480 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2024 Q1
|
5/7/2025 |
283
|
$190 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2023 Q4
|
5/7/2025 |
278
|
$170 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2023 Q3
|
5/7/2025 |
282
|
$150 M
|
| MEEDER ASSET MANAGEMENT INC |
2025 Q1
|
5/7/2025 |
2,135
|
$1.5 B
|
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC |
2025 Q1
|
5/7/2025 |
136
|
$160 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2023 Q2
|
5/7/2025 |
284
|
$160 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2023 Q1
|
5/7/2025 |
279
|
$140 M
|
| Meeder Advisory Services, Inc. |
2025 Q1
|
5/7/2025 |
574
|
$1.7 B
|
| Chandler Asset Management, Inc. |
2025 Q1
|
5/7/2025 |
22
|
$530 M
|
| MERIDIAN MANAGEMENT CO |
2025 Q1 - RESTATEMENT
|
5/7/2025 |
92
|
$320 M
|
| WYNNCHURCH CAPITAL PARTNERS IV, L.P. |
2025 Q1
|
5/7/2025 |
1
|
$73 M
|
| Financially Speaking Inc |
2025 Q1
|
5/7/2025 |
78
|
$140 M
|
| Versant Venture Management, LLC |
2025 Q1
|
5/7/2025 |
7
|
$60 M
|
| MB, LEVIS & ASSOCIATES, LLC |
2022 Q4
|
5/7/2025 |
260
|
$130 M
|
| 8VC GP I, LLC |
2025 Q1
|
5/7/2025 |
2
|
$59 M
|
| BASS SID R |
2025 Q1
|
5/7/2025 |
1
|
$0
|
| NOTTINGHAM ADVISORS, INC. |
2025 Q1
|
5/7/2025 |
122
|
$650 M
|
| Arcataur Capital Management LLC |
2025 Q1
|
5/7/2025 |
99
|
$290 M
|
| Kinsale Capital Group, Inc. |
2025 Q1
|
5/7/2025 |
36
|
$410 M
|
| ACORN CAPITAL ADVISORS, LLC |
2024 Q4 - NEW HOLDINGS
|
5/7/2025 |
21
|
$190 M
|
| New Republic Capital, LLC |
2025 Q1
|
5/7/2025 |
245
|
$230 M
|
| ARCH CAPITAL GROUP LTD. |
2025 Q1
|
5/7/2025 |
4
|
$360 M
|
| PIN OAK INVESTMENT ADVISORS INC |
2025 Q1
|
5/7/2025 |
455
|
$130 M
|
| Stonekeep Investments, LLC |
2025 Q1
|
5/7/2025 |
60
|
$140 M
|
| Fairman Group, LLC |
2025 Q1
|
5/7/2025 |
265
|
$110 M
|
| MJT & Associates Financial Advisory Group, Inc. |
2025 Q1
|
5/7/2025 |
479
|
$100 M
|
| Freemont Capital Pte Ltd |
2025 Q1
|
5/7/2025 |
7
|
$4.8 B
|
| Indie Asset Partners, LLC |
2025 Q1
|
5/7/2025 |
96
|
$120 M
|
| VIAWEALTH, LLC |
2025 Q1
|
5/7/2025 |
149
|
$160 M
|
| Ironsides Asset Advisors, LLC |
2025 Q1
|
5/7/2025 |
65
|
$340 M
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2025 Q1 - RESTATEMENT
|
5/7/2025 |
107
|
$310 M
|
| Rainwater Charitable Foundation |
2025 Q1
|
5/7/2025 |
4
|
$150 M
|
| SLT Holdings LLC |
2025 Q1
|
5/7/2025 |
87
|
$110 M
|
| PICTON MAHONEY ASSET MANAGEMENT |
2025 Q1
|
5/7/2025 |
931
|
$5.8 B
|
| Bass Edward P |
2025 Q1
|
5/7/2025 |
1
|
$0
|
| PHYSICIANS FINANCIAL SERVICES, INC. |
2025 Q1
|
5/7/2025 |
107
|
$310 M
|
| Fielder Capital Group LLC |
2025 Q1
|
5/7/2025 |
224
|
$350 M
|
| Pinnacle Wealth Management Advisory Group, LLC |
2025 Q1
|
5/7/2025 |
366
|
$1.1 B
|
| Magnolia Wealth Management, LLC |
2025 Q1
|
5/7/2025 |
12
|
$140 M
|
| Wealth Group, Ltd. |
2025 Q1
|
5/7/2025 |
157
|
$150 M
|
| PATTEN & PATTEN INC/TN |
2025 Q1
|
5/7/2025 |
317
|
$1.5 B
|
| Pinnacle West Asset Management, Inc. |
2025 Q1
|
5/7/2025 |
112
|
$140 M
|
| EVERMAY WEALTH MANAGEMENT LLC |
2025 Q1
|
5/7/2025 |
579
|
$760 M
|
| FINANCIAL MANAGEMENT NETWORK INC |
2025 Q1
|
5/7/2025 |
153
|
$440 M
|
| WINCAP FINANCIAL LLC |
2025 Q1
|
5/7/2025 |
76
|
$110 M
|
| WINCAP FINANCIAL LLC |
2024 Q4
|
5/7/2025 |
74
|
$98 M
|
| Clarendon Private LLC |
2025 Q1
|
5/7/2025 |
102
|
$95 M
|
| Summit Creek Advisors LLC |
2025 Q1
|
5/7/2025 |
69
|
$680 M
|
| Dauntless Investment Group, LLC |
2025 Q1
|
5/7/2025 |
56
|
$85 M
|
| Lutz Financial Services LLC |
2025 Q1
|
5/7/2025 |
95
|
$1.2 B
|
| MARVIN & PALMER ASSOCIATES INC |
2025 Q1
|
5/7/2025 |
23
|
$67 M
|
| Brio Consultants, LLC |
2025 Q1
|
5/7/2025 |
76
|
$270 M
|
| JSF Financial, LLC |
2025 Q1
|
5/7/2025 |
121
|
$380 M
|
| Hurley Capital, LLC |
2025 Q1
|
5/7/2025 |
502
|
$130 M
|
| Fiera Capital Corp |
2025 Q1
|
5/7/2025 |
712
|
$28 B
|
| Your Advocates Ltd., LLP |
2025 Q1
|
5/7/2025 |
211
|
$260 M
|
| KEYSTONE GROUP, L.P. |
2025 Q1
|
5/7/2025 |
1
|
$0
|
| Ramirez Asset Management, Inc. |
2025 Q1
|
5/7/2025 |
378
|
$480 M
|
| MARCO INVESTMENT MANAGEMENT LLC |
2025 Q1
|
5/7/2025 |
214
|
$1.1 B
|
| Purkiss Capital Advisors LLC |
2025 Q1
|
5/7/2025 |
109
|
$130 M
|
| AWM CAPITAL, LLC |
2025 Q1
|
5/7/2025 |
105
|
$860 M
|
| NYL Investors LLC |
2025 Q1
|
5/7/2025 |
38
|
$1.6 B
|
| NEW YORK LIFE INSURANCE CO |
2025 Q1
|
5/7/2025 |
3
|
$300 M
|
| Vesey Street Capital Partners, L.L.C. |
2025 Q1
|
5/7/2025 |
2
|
$68 M
|
| Baldwin Investment Management, LLC |
2025 Q1
|
5/7/2025 |
200
|
$830 M
|
| Ibex Investors LLC |
2025 Q1
|
5/7/2025 |
9
|
$75 M
|
| NORDEN GROUP LLC |
2025 Q1
|
5/7/2025 |
531
|
$870 M
|
| Werba Rubin Papier Wealth Management |
2025 Q1
|
5/7/2025 |
192
|
$460 M
|
| MACKENZIE FINANCIAL CORP |
2025 Q1
|
5/7/2025 |
1,667
|
$70 B
|
| GENRE PARTNERS L P |
2025 Q1
|
5/7/2025 |
1
|
$0
|
| Atlas Legacy Advisors, LLC |
2025 Q1
|
5/7/2025 |
176
|
$390 M
|
| Inlet Private Wealth, LLC |
2025 Q1
|
5/7/2025 |
127
|
$380 M
|
| Northwest Bancshares, Inc. |
2025 Q1
|
5/7/2025 |
221
|
$540 M
|
| NKCFO LLC |
2025 Q1
|
5/7/2025 |
84
|
$210 M
|
| Concentrum Wealth Management |
2025 Q1
|
5/7/2025 |
76
|
$270 M
|
| Galvin, Gaustad & Stein, LLC |
2025 Q1
|
5/7/2025 |
181
|
$1.1 B
|
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO |
2025 Q1
|
5/7/2025 |
155
|
$580 M
|
| Shoker Investment Counsel, Inc. |
2025 Q1
|
5/7/2025 |
104
|
$300 M
|
| Carrera Capital Advisors |
2025 Q1
|
5/7/2025 |
148
|
$450 M
|
| SCHULHOFF & CO INC |
2025 Q1
|
5/7/2025 |
132
|
$230 M
|
| Corton Capital Inc. |
2025 Q1
|
5/7/2025 |
162
|
$30 M
|
| Frontier Asset Management, LLC |
2025 Q1
|
5/7/2025 |
64
|
$340 M
|
| RICHARDS, MERRILL & PETERSON, INC. |
2025 Q1
|
5/7/2025 |
494
|
$190 M
|
| Bryce Point Capital, LLC |
2025 Q1
|
5/7/2025 |
176
|
$130 M
|
| Wealthstream Advisors, Inc. |
2025 Q1
|
5/7/2025 |
164
|
$530 M
|
| Bellwether Advisors, LLC |
2025 Q1
|
5/7/2025 |
514
|
$480 M
|
| Ameraudi Asset Management, Inc. |
2025 Q1
|
5/7/2025 |
81
|
$170 M
|
| Metis Global Partners, LLC |
2025 Q1
|
5/7/2025 |
789
|
$3.6 B
|
| Nemes Rush Group LLC |
2025 Q1
|
5/7/2025 |
706
|
$790 M
|