| Financially Speaking Inc |
2025 Q2
|
8/7/2025 |
202
|
$150 M
|
| Compass Financial Group, Inc. |
2025 Q2
|
8/7/2025 |
39
|
$200 M
|
| PERKINS CAPITAL MANAGEMENT INC |
2025 Q2
|
8/7/2025 |
83
|
$99 M
|
| NAVELLIER & ASSOCIATES INC |
2025 Q2
|
8/7/2025 |
307
|
$810 M
|
| BEESE FULMER INVESTMENT MANAGEMENT, INC. |
2025 Q2
|
8/7/2025 |
285
|
$1.3 B
|
| Minneapolis Portfolio Management Group, LLC |
2025 Q2
|
8/7/2025 |
29
|
$810 M
|
| Meridian Financial Partners LLC |
2025 Q2
|
8/7/2025 |
105
|
$210 M
|
| Private Advisory Group LLC |
2025 Q2
|
8/7/2025 |
303
|
$1.1 B
|
| PANORAMIC INVESTMENT ADVISORS, LLC |
2025 Q2
|
8/7/2025 |
121
|
$160 M
|
| McClarren Financial Advisors, Inc. |
2025 Q2
|
8/7/2025 |
73
|
$150 M
|
| Burren Capital Advisors Ltd |
2025 Q2
|
8/7/2025 |
15
|
$34 M
|
| Traynor Capital Management, Inc. |
2025 Q2
|
8/7/2025 |
261
|
$1.4 B
|
| Pinnacle Holdings, LLC |
2025 Q2
|
8/7/2025 |
229
|
$280 M
|
| CENTRAL SECURITIES CORP |
2025 Q2
|
8/7/2025 |
27
|
$1.1 B
|
| Rossmore Private Capital |
2025 Q2
|
8/7/2025 |
258
|
$860 M
|
| EVOKE WEALTH, LLC |
2025 Q2
|
8/7/2025 |
599
|
$4.4 B
|
| Legacy Financial Advisors, Inc. |
2025 Q2
|
8/7/2025 |
339
|
$640 M
|
| American Alpha Advisors, LLC |
2025 Q2
|
8/7/2025 |
86
|
$130 M
|
| Curat Global, LLC |
2025 Q2 - RESTATEMENT
|
8/7/2025 |
297
|
$100 M
|
| Apeiron RIA LLC |
2025 Q2
|
8/7/2025 |
204
|
$390 M
|
| Richard C. Young & CO., LTD. |
2025 Q2
|
8/7/2025 |
87
|
$1.0 B
|
| M. Kulyk & Associates, LLC |
2025 Q2
|
8/7/2025 |
108
|
$460 M
|
| Everhart Financial Group, Inc. |
2025 Q2
|
8/7/2025 |
340
|
$870 M
|
| HOWARD BAILEY SECURITIES, LLC |
2025 Q2
|
8/7/2025 |
145
|
$260 M
|
| Fox Financial, Inc |
2025 Q2
|
8/7/2025 |
13
|
$120 M
|
| JACKSON HILL ADVISORS, LLC |
2025 Q2
|
8/7/2025 |
12
|
$200 M
|
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. |
2025 Q2
|
8/7/2025 |
239
|
$10 B
|
| COMMERCE BANK |
2025 Q2
|
8/7/2025 |
2,347
|
$17 B
|
| BEARING POINT CAPITAL, LLC |
2025 Q2
|
8/7/2025 |
165
|
$540 M
|
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2025 Q2
|
8/7/2025 |
1,615
|
$7.0 B
|
| Palisade Asset Management, LLC |
2025 Q2
|
8/7/2025 |
193
|
$1.0 B
|
| Hosking Partners LLP |
2025 Q2
|
8/7/2025 |
118
|
$2.5 B
|
| NS Partners Ltd |
2025 Q2
|
8/7/2025 |
128
|
$2.4 B
|
| HighPoint Advisor Group LLC |
2025 Q2
|
8/7/2025 |
680
|
$1.9 B
|
| FLOSSBACH VON STORCH SE |
2025 Q2
|
8/7/2025 |
112
|
$24 B
|
| DJE Kapital AG |
2025 Q2
|
8/7/2025 |
105
|
$4.1 B
|
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. |
2025 Q2
|
8/7/2025 |
254
|
$850 M
|
| Altium Capital Management LLC |
2025 Q2
|
8/7/2025 |
1
|
$0
|
| FDx Advisors, Inc. |
2025 Q2
|
8/7/2025 |
177
|
$330 M
|
| CINCINNATI LIFE INSURANCE CO |
2025 Q2
|
8/7/2025 |
1
|
$630 k
|
| Efficient Advisors, LLC |
2025 Q2
|
8/7/2025 |
96
|
$1.7 B
|
| CINCINNATI FINANCIAL CORP |
2025 Q2
|
8/7/2025 |
53
|
$4.7 B
|
| Martin Investment Management, LLC |
2025 Q2
|
8/7/2025 |
49
|
$390 M
|
| Monaco Asset Management SAM |
2025 Q2
|
8/7/2025 |
91
|
$570 M
|
| CSU Producer Resources, Inc. |
2025 Q2
|
8/7/2025 |
22
|
$32 M
|
| 1ST SOURCE BANK |
2025 Q2
|
8/7/2025 |
411
|
$1.8 B
|
| GS Investments, Inc. |
2025 Q2
|
8/7/2025 |
115
|
$230 M
|
| Rollins Financial Advisors, LLC |
2025 Q2
|
8/7/2025 |
140
|
$630 M
|
| Global Wealth Management Investment Advisory, Inc. |
2025 Q2
|
8/7/2025 |
143
|
$530 M
|
| Cincinnati Specialty Underwriters Insurance CO |
2025 Q2
|
8/7/2025 |
37
|
$380 M
|
| CSM Advisors, LLC |
2025 Q2
|
8/7/2025 |
377
|
$3.4 B
|
| CINCINNATI INDEMNITY CO |
2025 Q2
|
8/7/2025 |
10
|
$41 M
|
| Sound View Wealth Advisors Group, LLC |
2025 Q2
|
8/7/2025 |
423
|
$1.4 B
|
| CINCINNATI INSURANCE CO |
2025 Q2
|
8/7/2025 |
60
|
$5.9 B
|
| HC Advisors, LLC |
2025 Q2
|
8/7/2025 |
60
|
$140 M
|
| Rathbones Group PLC |
2025 Q2
|
8/7/2025 |
627
|
$23 B
|
| CINCINNATI CASUALTY CO |
2025 Q2
|
8/7/2025 |
24
|
$190 M
|
| Campbell & CO Investment Adviser LLC |
2025 Q2
|
8/7/2025 |
1,100
|
$1.6 B
|
| Amica Retiree Medical Trust |
2025 Q2
|
8/7/2025 |
137
|
$69 M
|
| AMICA MUTUAL INSURANCE CO |
2025 Q2
|
8/7/2025 |
139
|
$1.0 B
|
| LFA - Lugano Financial Advisors SA |
2025 Q2
|
8/7/2025 |
245
|
$170 M
|
| Syncona Portfolio Ltd |
2025 Q2
|
8/7/2025 |
2
|
$39 M
|
| Midwest Trust Co |
2025 Q2
|
8/7/2025 |
588
|
$7.2 B
|
| PIER 88 INVESTMENT PARTNERS LLC |
2025 Q2
|
8/7/2025 |
105
|
$540 M
|
| BP PLC |
2025 Q2
|
8/7/2025 |
2
|
$17 M
|
| ACADIAN ASSET MANAGEMENT LLC |
2025 Q2
|
8/7/2025 |
1,661
|
$48 B
|
| Tikehau Investment Management |
2025 Q2
|
8/7/2025 |
19
|
$64 M
|
| Mirabaud Asset Management Ltd |
2025 Q2
|
8/7/2025 |
40
|
$210 M
|
| Brio Consultants, LLC |
2025 Q2
|
8/7/2025 |
134
|
$680 M
|
| Mirabaud Asset Management (France) SAS |
2025 Q2
|
8/7/2025 |
11
|
$100 M
|
| Winthrop Capital Management, LLC |
2025 Q2
|
8/7/2025 |
352
|
$400 M
|
| Summit Asset Management, LLC |
2025 Q2
|
8/7/2025 |
171
|
$610 M
|
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ |
2025 Q2
|
8/7/2025 |
20
|
$210 M
|
| Connor, Clark & Lunn Investment Management Ltd. |
2025 Q2
|
8/7/2025 |
1,486
|
$28 B
|
| Scheer, Rowlett & Associates Investment Management Ltd. |
2025 Q2
|
8/7/2025 |
31
|
$1.5 B
|
| Marathon Trading Investment Management LLC |
2025 Q2
|
8/7/2025 |
363
|
$840 M
|
| CREDIT INDUSTRIEL ET COMMERCIAL |
2025 Q2 - RESTATEMENT
|
8/7/2025 |
376
|
$1.2 B
|
| COMPASS ROSE ASSET MANAGEMENT, LP |
2025 Q2
|
8/7/2025 |
20
|
$500 M
|
| Global Alpha Capital Management Ltd. |
2025 Q2
|
8/7/2025 |
56
|
$1.6 B
|
| PCJ Investment Counsel Ltd. |
2025 Q2
|
8/7/2025 |
65
|
$290 M
|
| DELTA FINANCIAL ADVISORS LLC |
2025 Q2
|
8/7/2025 |
112
|
$280 M
|
| CARNEGIE MELLON UNIVERSITY |
2025 Q2
|
8/7/2025 |
6
|
$150 M
|
| Alpha Financial Advisors, LLC |
2025 Q2
|
8/7/2025 |
60
|
$260 M
|
| AVIVA PLC |
2025 Q2
|
8/7/2025 |
884
|
$48 B
|
| Yunqi Capital Ltd |
2025 Q2
|
8/7/2025 |
5
|
$140 M
|
| Mitsubishi UFJ Asset Management Co., Ltd. |
2025 Q2
|
8/7/2025 |
1,615
|
$130 B
|
| TOYOTA MOTOR CORP/ |
2025 Q2
|
8/7/2025 |
6
|
$3.8 B
|
| Jackson Square Partners, LLC |
2025 Q2
|
8/7/2025 |
54
|
$270 M
|
| WIM INVESTMENT MANAGEMENT Ltd |
2025 Q2
|
8/6/2025 |
18
|
$300 M
|
| Panview Capital Ltd |
2025 Q2
|
8/6/2025 |
9
|
$310 M
|
| Baer Investment Advisory LLC |
2025 Q2 - RESTATEMENT
|
8/6/2025 |
40
|
$88 M
|
| Cypress Capital Management LLC (WY) |
2025 Q2
|
8/6/2025 |
173
|
$92 M
|
| Magellan Asset Management Ltd |
2025 Q2
|
8/6/2025 |
84
|
$8.7 B
|
| Keystone Financial Services |
2025 Q2
|
8/6/2025 |
249
|
$290 M
|
| Parkside Financial Bank & Trust |
2025 Q2
|
8/6/2025 |
4,146
|
$930 M
|
| Freemont Management S.A. |
2025 Q2
|
8/6/2025 |
95
|
$670 M
|
| Prudent Man Investment Management, Inc. |
2025 Q2
|
8/6/2025 |
180
|
$180 M
|
| Bradley & Co. Private Wealth Management, LLC |
2025 Q2
|
8/6/2025 |
240
|
$160 M
|
| Capitol Family Office, Inc. |
2025 Q2
|
8/6/2025 |
48
|
$77 M
|
| BHK Investment Advisors, LLC |
2025 Q2
|
8/6/2025 |
63
|
$260 M
|