| Waddell & Associates, Llc |
2025 Q1 - Restatement
|
5/14/2025, 11:54 AM |
159
|
$824M
|
| Martin Investment Management, LLC |
2025 Q1
|
5/14/2025, 11:53 AM |
50
|
$396M
|
| United Asset Strategies, Inc. |
2025 Q1
|
5/14/2025, 11:53 AM |
234
|
$1.08B
|
| Patient Capital Management, LLC |
2025 Q1
|
5/14/2025, 11:48 AM |
39
|
$1.94B
|
| Medina Value Partners, LLC |
2025 Q1
|
5/14/2025, 11:48 AM |
20
|
$350M
|
| Birnam Oak Advisors, LP |
2025 Q1
|
5/14/2025, 11:48 AM |
21
|
$239M
|
| Aull & Monroe Investment Management Corp |
2025 Q1
|
5/14/2025, 11:47 AM |
122
|
$201M
|
| Hudson Bay Capital Management LP |
2025 Q1
|
5/14/2025, 11:46 AM |
868
|
$15.8B
|
| Advisory Research Inc |
2025 Q1
|
5/14/2025, 11:46 AM |
148
|
$567M
|
| Investure, LLC |
2025 Q1
|
5/14/2025, 11:45 AM |
16
|
$1.51B
|
| Camden Asset Management L P /Ca |
2025 Q1
|
5/14/2025, 11:44 AM |
89
|
$3.74B
|
| Kcm Investment Advisors Llc |
2025 Q1
|
5/14/2025, 11:44 AM |
362
|
$2.78B
|
| Wulff, Hansen & Co. |
2025 Q1
|
5/14/2025, 11:43 AM |
98
|
$110M
|
| Blue Whale Capital LLP |
2025 Q1
|
5/14/2025, 11:40 AM |
21
|
$1.24B
|
| Fiduciary Management Inc /Wi/ |
2025 Q1
|
5/14/2025, 11:40 AM |
66
|
$10.4B
|
| Leslie Global Wealth, LLC |
2025 Q1
|
5/14/2025, 11:39 AM |
75
|
$205M
|
| Courage Capital Management Llc |
2025 Q1
|
5/14/2025, 11:38 AM |
12
|
$49M
|
| Cunning Capital Partners, LP |
2025 Q1
|
5/14/2025, 11:38 AM |
54
|
$157M
|
| Strategies Wealth Advisors, LLC |
2025 Q1
|
5/14/2025, 11:37 AM |
174
|
$818M
|
| Verger Capital Management LLC |
2025 Q1
|
5/14/2025, 11:37 AM |
14
|
$227M
|
| Titan Global Capital Management Usa Llc |
2025 Q1
|
5/14/2025, 11:36 AM |
58
|
$485M
|
| Allstate Corp |
2025 Q1
|
5/14/2025, 11:36 AM |
577
|
$3.4B
|
| Arnhold LLC |
2025 Q1
|
5/14/2025, 11:34 AM |
115
|
$990M
|
| Sprott Inc. |
2025 Q1
|
5/14/2025, 11:34 AM |
190
|
$1.69B
|
| Gitterman Wealth Management, LLC |
2025 Q1
|
5/14/2025, 11:34 AM |
131
|
$377M
|
| Strategic Financial Planning, Inc. |
2025 Q1
|
5/14/2025, 11:33 AM |
35
|
$145M
|
| Laffer Tengler Investments, Inc. |
2025 Q1
|
5/14/2025, 11:32 AM |
132
|
$402M
|
| Pb Investment Partners, L.P. |
2025 Q1
|
5/14/2025, 11:32 AM |
8
|
$126M
|
| Kestra Advisory Services, LLC |
2025 Q1
|
5/14/2025, 11:31 AM |
2742
|
$20.6B
|
| CIBC Capital Markets (Europe) S.A. |
2025 Q1
|
5/14/2025, 11:28 AM |
10
|
$65.4M
|
| Banco de Sabadell, S.A |
2025 Q1
|
5/14/2025, 11:25 AM |
57
|
$132M
|
| Optimize Financial Inc |
2025 Q1
|
5/14/2025, 11:25 AM |
220
|
$265M
|
| Polaris Capital Management, LLC |
2025 Q1
|
5/14/2025, 11:24 AM |
91
|
$1.75B
|
| Troy Asset Management Ltd |
2025 Q1
|
5/14/2025, 11:24 AM |
30
|
$3.1B
|
| 1620 Investment Advisors, Inc. |
2025 Q1
|
5/14/2025, 11:23 AM |
682
|
$131M
|
| NZS Capital, LLC |
2025 Q1
|
5/14/2025, 11:20 AM |
59
|
$2.22B
|
| Peak XV Partners Operations LLC |
2025 Q1
|
5/14/2025, 11:19 AM |
3
|
$206M
|
| Cibc World Market Inc. |
2025 Q1
|
5/14/2025, 11:17 AM |
1267
|
$43.8B
|
| NEA Management Company, LLC |
2025 Q1
|
5/14/2025, 11:16 AM |
37
|
$1.3B
|
| Beutel, Goodman & Co Ltd. |
2025 Q1 - Restatement
|
5/14/2025, 11:15 AM |
202
|
$17.4B
|
| Fisher Asset Management, LLC |
2025 Q1
|
5/14/2025, 11:12 AM |
999
|
$231B
|
| Basswood Capital Management, L.L.C. |
2025 Q1
|
5/14/2025, 11:12 AM |
110
|
$1.78B
|
| Santa Clara Valley Transportation Authority |
2025 Q1
|
5/14/2025, 11:11 AM |
4
|
$101M
|
| Portfolio Design Labs, LLC |
2025 Q1
|
5/14/2025, 11:07 AM |
190
|
$485M
|
| Seeds Investor Llc |
2025 Q1
|
5/14/2025, 11:07 AM |
247
|
$356M
|
| Catalys Pacific, LLC |
2025 Q1
|
5/14/2025, 11:07 AM |
2
|
$149M
|
| Capital Counsel Llc/Ny |
2025 Q1
|
5/14/2025, 11:03 AM |
56
|
$2.26B
|
| PineBridge Investments, L.P. |
2025 Q1
|
5/14/2025, 11:02 AM |
713
|
$12.3B
|
| Elkhorn Partners Limited Partnership |
2025 Q1
|
5/14/2025, 11:02 AM |
34
|
$153M
|
| Clarity Financial LLC |
2025 Q1
|
5/14/2025, 11:01 AM |
108
|
$869M
|
| North Peak Capital Management, LLC |
2025 Q1
|
5/14/2025, 11:00 AM |
7
|
$809M
|
| Nestegg Advisors, Inc. |
2025 Q1
|
5/14/2025, 10:58 AM |
44
|
$94.1M
|
| River Wealth Advisors LLC |
2025 Q1
|
5/14/2025, 10:54 AM |
197
|
$720M
|
| Kelleher Financial Advisors |
2025 Q1
|
5/14/2025, 10:54 AM |
127
|
$251M
|
| Axiom Financial Strategies, LLC |
2025 Q1
|
5/14/2025, 10:52 AM |
48
|
$169M
|
| Kiltearn Partners LLP |
2025 Q1
|
5/14/2025, 10:51 AM |
29
|
$525M
|
| Artal Group S.A. |
2025 Q1
|
5/14/2025, 10:48 AM |
2
|
$884M
|
| Wolf Hill Capital Management, LP |
2025 Q1
|
5/14/2025, 10:48 AM |
31
|
$1.11B
|
| Compass Rose Asset Management, LP |
2025 Q1
|
5/14/2025, 10:48 AM |
18
|
$283M
|
| Estabrook Capital Management |
2025 Q1
|
5/14/2025, 10:47 AM |
329
|
$619M
|
| Huntington National Bank |
2025 Q1
|
5/14/2025, 10:46 AM |
4354
|
$13.8B
|
| Banque de Luxembourg S.A. |
2025 Q1
|
5/14/2025, 10:46 AM |
87
|
$175M
|
| Bristol John W & Co Inc /Ny/ |
2025 Q1
|
5/14/2025, 10:46 AM |
61
|
$5.86B
|
| Auxier Asset Management |
2025 Q1
|
5/14/2025, 10:45 AM |
172
|
$671M
|
| Fortress Investment Group LLC |
2025 Q1
|
5/14/2025, 10:44 AM |
36
|
$459M
|
| Baron Wealth Management LLC |
2025 Q1
|
5/14/2025, 10:44 AM |
210
|
$228M
|
| Winmill & Co. Inc |
2025 Q1
|
5/14/2025, 10:44 AM |
57
|
$329M
|
| Flow Traders U.S. Llc |
2025 Q1
|
5/14/2025, 10:42 AM |
889
|
$2.37B
|
| Aufman Associates Inc |
2025 Q1
|
5/14/2025, 10:42 AM |
57
|
$145M
|
| Kaufman Rossin Wealth, LLC |
2025 Q1
|
5/14/2025, 10:40 AM |
150
|
$140M
|
| Permit Capital, LLC |
2025 Q1
|
5/14/2025, 10:40 AM |
20
|
$282M
|
| Wormser Freres Gestion |
2025 Q1
|
5/14/2025, 10:40 AM |
49
|
$163M
|
| Atika Capital Management LLC |
2025 Q1
|
5/14/2025, 10:38 AM |
53
|
$651M
|
| Alethea Capital Management, Llc |
2025 Q1
|
5/14/2025, 10:36 AM |
11
|
$134M
|
| Tiemann Investment Advisors, Llc |
2025 Q1
|
5/14/2025, 10:36 AM |
192
|
$220M
|
| Partners Capital Investment Group, Llp |
2025 Q1
|
5/14/2025, 10:35 AM |
182
|
$5.92B
|
| Price T Rowe Associates Inc /Md/ |
2025 Q1
|
5/14/2025, 10:34 AM |
3083
|
$812B
|
| Martingale Asset Management L P |
2025 Q1
|
5/14/2025, 10:34 AM |
766
|
$3.93B
|
| Crossingbridge Advisors, LLC |
2025 Q1
|
5/14/2025, 10:34 AM |
89
|
$186M
|
| Inherent Management Corp. |
2025 Q1
|
5/14/2025, 10:33 AM |
9
|
$129M
|
| Tree Line Advisors (Hong Kong) Ltd. |
2025 Q1
|
5/14/2025, 10:33 AM |
7
|
$401M
|
| Inherent Management Corp. |
2024 Q4 - Restatement
|
5/14/2025, 10:32 AM |
8
|
$124M
|
| Kopp Family Office, LLC |
2025 Q1
|
5/14/2025, 10:31 AM |
28
|
$145M
|
| Whetstone Capital Advisors, LLC |
2025 Q1
|
5/14/2025, 10:30 AM |
28
|
$226M
|
| GuideStone Capital Management, LLC |
2025 Q1
|
5/14/2025, 10:30 AM |
1
|
$65.2M
|
| PGIM Custom Harvest LLC |
2025 Q1
|
5/14/2025, 10:29 AM |
241
|
$4.18B
|
| VanderPol Investments L.L.C. |
2025 Q1
|
5/14/2025, 10:27 AM |
52
|
$47.3M
|
| Kopernik Global Investors, LLC |
2025 Q1
|
5/14/2025, 10:26 AM |
24
|
$964M
|
| T. Rowe Price Investment Management, Inc. |
2025 Q1
|
5/14/2025, 10:25 AM |
657
|
$151B
|
| Frisch Financial Group, Inc. |
2025 Q1
|
5/14/2025, 10:25 AM |
128
|
$356M
|
| Geo Capital Gestora de Recursos Ltd |
2025 Q1
|
5/14/2025, 10:21 AM |
37
|
$70.3M
|
| Shah Capital Management |
2025 Q1
|
5/14/2025, 10:20 AM |
17
|
$490M
|
| New Harbor Financial Group, LLC |
2025 Q1
|
5/14/2025, 10:20 AM |
50
|
$376M
|
| Viola Ventures V.C. Management 4 Ltd. |
2025 Q1
|
5/14/2025, 10:19 AM |
4
|
$199M
|
| GDS Wealth Management |
2025 Q1
|
5/14/2025, 10:18 AM |
167
|
$1.17B
|
| Asset Management Group, Inc. |
2025 Q1
|
5/14/2025, 10:17 AM |
132
|
$541M
|
| MKA Charitable Fund |
2025 Q1
|
5/14/2025, 10:13 AM |
1
|
$233M
|
| Cohanzick Management, LLC |
2025 Q1
|
5/14/2025, 10:11 AM |
0
|
$0
|
| First Trust Bank, Ltd. |
2025 Q1
|
5/14/2025, 10:11 AM |
4
|
$27.2M
|
| Breed's Hill Capital LLC |
2025 Q1
|
5/14/2025, 10:11 AM |
136
|
$185M
|