| BASS LEE M /TX/ |
2026 Q1
|
5/11/2026 |
1
|
$0
|
| Fairfield University |
2026 Q1
|
5/11/2026 |
4
|
$200 M
|
| Financial Symmetry Inc |
2026 Q1
|
5/11/2026 |
63
|
$280 M
|
| Fourth Dimension Wealth, LLC |
2026 Q1
|
5/11/2026 |
634
|
$260 M
|
| Closed-End Fund Advisors, Inc. |
2026 Q1
|
5/11/2026 |
162
|
$98 M
|
| LM Asset Management Inc. |
2026 Q1
|
5/11/2026 |
10
|
$190 M
|
| Graticule Asia Macro Advisors LLC |
2026 Q1
|
5/11/2026 |
2
|
$650 M
|
| Contrarius Group Holdings Ltd |
2026 Q1
|
5/11/2026 |
47
|
$1.8 B
|
| PharVision Advisers, LLC |
2026 Q1 - RESTATEMENT
|
5/11/2026 |
97
|
$9.9 M
|
| WealthTrust Axiom LLC |
2026 Q1
|
5/11/2026 |
290
|
$410 M
|
| Investments & Financial Planning, LLC |
2026 Q1
|
5/11/2026 |
36
|
$180 M
|
| Haverford Trust Co |
2026 Q1
|
5/11/2026 |
419
|
$11 B
|
| WRAPMANAGER INC |
2026 Q1
|
5/11/2026 |
135
|
$290 M
|
| CLARK ESTATES INC/NY |
2026 Q1
|
5/11/2026 |
97
|
$420 M
|
| Spark Investment Management LLC |
2026 Q1
|
5/11/2026 |
28
|
$42 M
|
| Fairscale Capital, LLC |
2026 Q1
|
5/11/2026 |
437
|
$140 M
|
| Salomon & Ludwin, LLC |
2026 Q1
|
5/11/2026 |
2,097
|
$1.1 B
|
| BASS SID R |
2026 Q1
|
5/11/2026 |
1
|
$2.5 M
|
| Bull Oak Capital, LLC |
2026 Q1
|
5/11/2026 |
38
|
$260 M
|
| PECAUT & CO. |
2026 Q1
|
5/11/2026 |
66
|
$310 M
|
| Brooklyn FI, LLC |
2026 Q1
|
5/11/2026 |
97
|
$480 M
|
| Tarsadia Capital, LLC |
2026 Q1
|
5/11/2026 |
1
|
$0
|
| Kestra Investment Management, LLC |
2026 Q1
|
5/11/2026 |
439
|
$5.8 B
|
| THOMPSON SIEGEL & WALMSLEY LLC |
2026 Q1
|
5/11/2026 |
418
|
$5.7 B
|
| Allianz Asset Management GmbH |
2026 Q1
|
5/11/2026 |
3,758
|
$95 B
|
| Legacy Edge Advisors, LLC |
2026 Q1
|
5/11/2026 |
223
|
$950 M
|
| Estate Planners Group, LLC |
2026 Q1
|
5/11/2026 |
76
|
$210 M
|
| Eldridge Investment Advisors, Inc. |
2026 Q1
|
5/11/2026 |
154
|
$460 M
|
| UMB Bank, n.a. |
2026 Q1
|
5/11/2026 |
3,145
|
$7.2 B
|
| Ciovacco Capital Management LLC |
2026 Q1
|
5/11/2026 |
28
|
$170 M
|
| Haverford Financial Services, Inc. |
2026 Q1
|
5/11/2026 |
46
|
$340 M
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |
724
|
$700 M
|
| Accordant Advisory Group Inc |
2026 Q1
|
5/11/2026 |
238
|
$160 M
|
| SEEDS INVESTOR LLC |
2026 Q1
|
5/11/2026 |
350
|
$730 M
|
| Miramar Capital, LLC |
2026 Q1
|
5/11/2026 |
56
|
$450 M
|
| Scheer, Rowlett & Associates Investment Management Ltd. |
2026 Q1
|
5/11/2026 |
33
|
$1.4 B
|
| Portfolio Design Labs, LLC |
2026 Q1
|
5/11/2026 |
232
|
$560 M
|
| Grantvest Financial Group LLC |
2026 Q1
|
5/11/2026 |
213
|
$150 M
|
| Peak Retirement Planning, Inc. |
2026 Q1
|
5/11/2026 |
152
|
$500 M
|
| ROBINSON CAPITAL MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |
109
|
$240 M
|
| Timmons Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
73
|
$110 M
|
| 1015 Capital Partners, LLC |
2026 Q1
|
5/11/2026 |
597
|
$100 M
|
| Jackson Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
153
|
$970 M
|
| Bass Edward P |
2026 Q1
|
5/11/2026 |
1
|
$0
|
| E-L Financial Corp Ltd |
2026 Q1
|
5/11/2026 |
1
|
$1.0 B
|
| Partners in Financial Planning |
2026 Q1
|
5/11/2026 |
122
|
$600 M
|
| 1015 Capital Partners, LLC |
2025 Q4
|
5/11/2026 |
630
|
$100 M
|
| Pacific Ridge Capital Partners, LLC |
2026 Q1
|
5/11/2026 |
137
|
$460 M
|
| Skaana Management L.P. |
2026 Q1
|
5/11/2026 |
158
|
$300 M
|
| Connor, Clark & Lunn Investment Management Ltd. |
2026 Q1
|
5/11/2026 |
1,526
|
$43 B
|
| Treasure Coast Financial Planning |
2026 Q1
|
5/11/2026 |
48
|
$190 M
|
| Elequin Capital, LP |
2026 Q1
|
5/11/2026 |
730
|
$1.2 B
|
| NS Partners Ltd |
2026 Q1
|
5/11/2026 |
122
|
$2.2 B
|
| CFO4Life Group, LLC |
2026 Q1
|
5/11/2026 |
210
|
$660 M
|
| REBALANCE, LLC |
2026 Q1
|
5/11/2026 |
101
|
$1.7 B
|
| International City Management Association Retirement Corp |
2026 Q1
|
5/11/2026 |
6
|
$200 M
|
| PCJ Investment Counsel Ltd. |
2026 Q1
|
5/11/2026 |
59
|
$350 M
|
| Brand Asset Management Group, Inc. |
2026 Q1
|
5/11/2026 |
193
|
$380 M
|
| Montis Financial, LLC |
2026 Q1
|
5/11/2026 |
150
|
$480 M
|
| BISLETT MANAGEMENT, LLC |
2026 Q1
|
5/11/2026 |
18
|
$130 M
|
| PCA Investment Advisory Services Inc. |
2026 Q1
|
5/11/2026 |
57
|
$300 M
|
| Drexel Morgan & Co. |
2026 Q1
|
5/11/2026 |
60
|
$680 M
|
| Pinnacle Wealth Planning Services, Inc. |
2026 Q1
|
5/11/2026 |
2,737
|
$970 M
|
| Lionshead Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
108
|
$140 M
|
| New Age Alpha Advisors, LLC |
2026 Q1
|
5/11/2026 |
766
|
$2.1 B
|
| Caitong International Asset Management Co., Ltd |
2026 Q1
|
5/11/2026 |
2,563
|
$540 M
|
| LSV ASSET MANAGEMENT |
2026 Q1
|
5/11/2026 |
883
|
$46 B
|
| Claret Asset Management Corp |
2026 Q1
|
5/11/2026 |
355
|
$840 M
|
| Destiny Wealth Partners, LLC |
2026 Q1
|
5/11/2026 |
1,148
|
$910 M
|
| MITCHELL CAPITAL MANAGEMENT CO |
2026 Q1
|
5/11/2026 |
113
|
$540 M
|
| Global Alpha Capital Management Ltd. |
2026 Q1
|
5/11/2026 |
54
|
$1.7 B
|
| VANTAGEPOINT INVESTMENT ADVISERS LLC |
2026 Q1
|
5/11/2026 |
55
|
$12 B
|
| Valpey Financial Services, LLC |
2026 Q1
|
5/11/2026 |
75
|
$150 M
|
| CHILTON CAPITAL MANAGEMENT LLC |
2026 Q1
|
5/11/2026 |
658
|
$2.9 B
|
| KAYNE ANDERSON CAPITAL ADVISORS LP |
2026 Q1
|
5/11/2026 |
74
|
$5.2 B
|
| Shepherd Financial Partners LLC |
2026 Q1
|
5/11/2026 |
240
|
$1.1 B
|
| LYRICAL ASSET MANAGEMENT LP |
2026 Q1
|
5/11/2026 |
39
|
$6.6 B
|
| Northwest Quadrant Wealth Management, LLC |
2026 Q1
|
5/11/2026 |
67
|
$480 M
|
| Newport Capital Group, LLC |
2026 Q1
|
5/11/2026 |
73
|
$160 M
|
| MUFG Securities EMEA plc |
2026 Q1
|
5/11/2026 |
551
|
$6.7 B
|
| WHITE PINE CAPITAL LLC |
2026 Q1
|
5/11/2026 |
228
|
$360 M
|
| ICICI Prudential Asset Management Co Ltd |
2026 Q1
|
5/11/2026 |
155
|
$830 M
|
| HALL CAPITAL MANAGEMENT CO INC |
2026 Q1
|
5/11/2026 |
107
|
$280 M
|
| Charles Schwab Trust Bank |
2026 Q1
|
5/11/2026 |
1
|
$63 M
|
| PIER 88 INVESTMENT PARTNERS LLC |
2026 Q1
|
5/11/2026 |
112
|
$400 M
|
| FIRST NATIONAL BANK OF OMAHA |
2026 Q1
|
5/11/2026 |
852
|
$3.2 B
|
| Richmond Brothers, Inc. |
2026 Q1
|
5/11/2026 |
69
|
$150 M
|
| Boston Partners |
2026 Q1
|
5/11/2026 |
1,772
|
$95 B
|
| F/m Investments LLC |
2026 Q1
|
5/11/2026 |
333
|
$1.5 B
|
| Emerald Investment Advisers, LLC |
2026 Q1
|
5/11/2026 |
251
|
$1.1 B
|
| Ellevest, Inc. |
2026 Q1
|
5/11/2026 |
431
|
$720 M
|
| Parametrica Management Ltd |
2026 Q1
|
5/11/2026 |
20
|
$88 M
|
| ICW Investment Advisors LLC |
2026 Q1
|
5/11/2026 |
147
|
$280 M
|
| Reliant Investment Partners, LLC |
2026 Q1
|
5/11/2026 |
113
|
$120 M
|
| Loudon Investment Management, LLC |
2026 Q1
|
5/11/2026 |
95
|
$190 M
|
| First Affirmative Financial Network |
2026 Q1 - RESTATEMENT
|
5/11/2026 |
325
|
$260 M
|
| Savvy Advisors, Inc. |
2026 Q1
|
5/11/2026 |
1,142
|
$3.7 B
|
| Troy Asset Management Ltd |
2026 Q1
|
5/11/2026 |
30
|
$3.4 B
|
| Four Tree Island Advisory LLC |
2026 Q1
|
5/11/2026 |
23
|
$200 M
|
| Convergence Financial, LLC |
2026 Q1
|
5/11/2026 |
276
|
$940 M
|