| BASS LEE M /TX/ |
2026 Q2
|
8/6/2026 |
1
|
$0
|
| Intelligence Driven Advisers, LLC |
2026 Q2
|
8/6/2026 |
140
|
$620 M
|
| TWIN CAPITAL MANAGEMENT INC |
2026 Q2
|
8/6/2026 |
269
|
$920 M
|
| WINSLOW ASSET MANAGEMENT INC |
2026 Q2
|
8/6/2026 |
82
|
$580 M
|
| First Nebraska Trust Co |
2009 Q1
|
8/6/2026 |
65
|
$130 M
|
| MANAGED ASSET PORTFOLIOS, LLC |
2026 Q2
|
8/6/2026 |
51
|
$870 M
|
| Carr Financial Group Corp |
2026 Q2
|
8/6/2026 |
182
|
$430 M
|
| Johnson Financial Group, LLC |
2026 Q2
|
8/6/2026 |
279
|
$1.9 B
|
| Cheviot Value Management, LLC |
2026 Q2
|
8/6/2026 |
443
|
$980 M
|
| JACKSON THORNTON WEALTH MANAGEMENT, LLC |
2026 Q2
|
8/6/2026 |
816
|
$1.3 B
|
| 17 CAPITAL PARTNERS, LLC |
2026 Q2
|
8/6/2026 |
176
|
$220 M
|
| GS Investments, Inc. |
2026 Q2
|
8/6/2026 |
133
|
$140 M
|
| Lakewood Asset Management LLC |
2026 Q2
|
8/6/2026 |
127
|
$180 M
|
| Liberty Street Advisors, Inc. |
2026 Q2
|
8/6/2026 |
4
|
$510 M
|
| Patten Group, Inc. |
2026 Q2
|
8/6/2026 |
482
|
$640 M
|
| ESSEX INVESTMENT MANAGEMENT CO LLC |
2026 Q2
|
8/6/2026 |
306
|
$760 M
|
| Morling Financial Advisors, LLC |
2026 Q2
|
8/6/2026 |
123
|
$360 M
|
| Balentine LLC |
2026 Q2
|
8/6/2026 |
243
|
$2.8 B
|
| Valence8 US LP |
2026 Q2
|
8/6/2026 |
15
|
$300 M
|
| Townsend Financial Planning, LLC |
2026 Q2
|
8/6/2026 |
30
|
$110 M
|
| Valmark Advisers, Inc. |
2026 Q2
|
8/6/2026 |
728
|
$9.4 B
|
| Trailhead Planners LLC |
2026 Q2
|
8/6/2026 |
57
|
$100 M
|
| Persium Advisors, LLC |
2026 Q2 - RESTATEMENT
|
8/6/2026 |
69
|
$150 M
|
| BASS SID R |
2026 Q2
|
8/6/2026 |
1
|
$2.6 M
|
| Urban Financial Advisory Corp |
2026 Q2
|
8/6/2026 |
54
|
$360 M
|
| Swisher Financial Concepts, Inc. |
2026 Q2
|
8/6/2026 |
107
|
$160 M
|
| GenTrust, LLC |
2026 Q2
|
8/6/2026 |
201
|
$2.6 B
|
| ICICI Prudential Asset Management Co Ltd |
2026 Q2
|
8/6/2026 |
157
|
$910 M
|
| Donalies Financial Planning, LLC |
2026 Q2
|
8/6/2026 |
78
|
$140 M
|
| BUCKHEAD CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
149
|
$290 M
|
| Capital Investment Advisors, LLC |
2026 Q2
|
8/6/2026 |
789
|
$7.6 B
|
| MOR Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
122
|
$250 M
|
| KLCM Advisors, Inc. |
2026 Q2
|
8/6/2026 |
303
|
$1.3 B
|
| Hartford Funds Management Co LLC |
2026 Q2
|
8/6/2026 |
102
|
$1.3 B
|
| Insight Wealth Partners, LLC |
2026 Q2
|
8/6/2026 |
135
|
$740 M
|
| Avise Financial Cooperative, Inc. |
2026 Q2
|
8/6/2026 |
114
|
$140 M
|
| First Nebraska Trust Co |
2009 Q2
|
8/6/2026 |
68
|
$140 M
|
| ROMAN BUTLER FULLERTON & CO |
2026 Q2
|
8/6/2026 |
280
|
$420 M
|
| CURA WEALTH ADVISORS, LLC |
2026 Q2
|
8/6/2026 |
140
|
$230 M
|
| Simplicity Wealth,LLC |
2026 Q2
|
8/6/2026 |
1,022
|
$3.0 B
|
| BAXTER BROS INC |
2026 Q2
|
8/6/2026 |
172
|
$860 M
|
| WEALTH EFFECTS LLC |
2026 Q2
|
8/6/2026 |
256
|
$370 M
|
| Uniting Wealth Partners, LLC |
2026 Q2
|
8/6/2026 |
207
|
$490 M
|
| WEALTHSPAN PARTNERS, LLC |
2026 Q2
|
8/6/2026 |
129
|
$320 M
|
| AMS Capital Ltda |
2026 Q2
|
8/6/2026 |
14
|
$290 M
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
2026 Q2
|
8/6/2026 |
258
|
$490 M
|
| Trivium Point Advisory, LLC |
2026 Q2
|
8/6/2026 |
354
|
$1.1 B
|
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC |
2026 Q2
|
8/6/2026 |
244
|
$490 M
|
| CHASE INVESTMENT COUNSEL CORP |
2026 Q2
|
8/6/2026 |
138
|
$470 M
|
| Three Arch Wealth Management LLC |
2026 Q2
|
8/6/2026 |
69
|
$650 M
|
| Old West Investment Management, LLC |
2026 Q2
|
8/6/2026 |
124
|
$940 M
|
| Bass Edward P |
2026 Q2
|
8/6/2026 |
1
|
$0
|
| RW Investment Management LLC |
2026 Q2
|
8/6/2026 |
122
|
$1.1 B
|
| N.E.W. Advisory Services LLC |
2026 Q2
|
8/6/2026 |
980
|
$1.5 B
|
| NovaPoint Capital, LLC |
2026 Q2
|
8/6/2026 |
161
|
$480 M
|
| Geneos Wealth Management Inc. |
2026 Q2
|
8/6/2026 |
2,475
|
$4.9 B
|
| Rock Point Advisors, LLC |
2026 Q2
|
8/6/2026 |
123
|
$410 M
|
| ARBOR CAPITAL MANAGEMENT INC /ADV |
2026 Q2
|
8/6/2026 |
87
|
$100 M
|
| VERUS CAPITAL PARTNERS, LLC |
2026 Q2
|
8/6/2026 |
561
|
$1.8 B
|
| AlphaCore Capital LLC |
2026 Q2
|
8/6/2026 |
1,479
|
$5.4 B
|
| FJ Investments, LLC |
2026 Q2
|
8/6/2026 |
7
|
$1.8 B
|
| Call To Action Foundation |
2026 Q2
|
8/6/2026 |
1
|
$580 M
|
| Truffle Hound Capital, LLC |
2026 Q2
|
8/6/2026 |
52
|
$470 M
|
| ALPINE ASSOCIATES MANAGEMENT INC. |
2026 Q2
|
8/6/2026 |
66
|
$1.6 B
|
| Financial Concepts Unlimited, Inc. |
2026 Q2
|
8/6/2026 |
44
|
$130 M
|
| Spectrum Wealth Advisory Group, LLC |
2026 Q2
|
8/6/2026 |
543
|
$350 M
|
| ArborFi Advisors, LLC |
2026 Q2
|
8/6/2026 |
45
|
$140 M
|
| Motley Fool Asset Management LLC |
2026 Q2
|
8/6/2026 |
249
|
$2.6 B
|
| Motley Fool Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
19
|
$6.6 M
|
| Athena Investment Management |
2026 Q2
|
8/6/2026 |
132
|
$170 M
|
| Birchwood Financial Partners, Inc. |
2026 Q2
|
8/6/2026 |
352
|
$120 M
|
| Legato Capital Management LLC |
2026 Q2
|
8/6/2026 |
678
|
$1.2 B
|
| PANAGORA ASSET MANAGEMENT INC |
2026 Q2
|
8/6/2026 |
1,163
|
$33 B
|
| ZEVIN ASSET MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
97
|
$710 M
|
| THRYVE WEALTH MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
38
|
$180 M
|
| CNB Bank |
2026 Q2
|
8/6/2026 |
641
|
$260 M
|
| Ravenswood Partners LP |
2026 Q2
|
8/6/2026 |
36
|
$310 M
|
| Berkeley Capital Partners, LLC |
2026 Q2
|
8/6/2026 |
203
|
$490 M
|
| Cypress Capital Management LLC (WY) |
2026 Q2
|
8/6/2026 |
213
|
$120 M
|
| SHAPIRO CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
50
|
$1.6 B
|
| ALPHA CAPITAL ADVISORS INC /ADV |
2026 Q2
|
8/6/2026 |
34
|
$120 M
|
| TD Capital Management LLC |
2026 Q2
|
8/6/2026 |
797
|
$1.2 B
|
| Hobbs Wealth Management, LLC |
2026 Q2
|
8/6/2026 |
23
|
$120 M
|
| Northern Lights Advisors, Inc. |
2026 Q2
|
8/6/2026 |
72
|
$180 M
|
| Brick & Kyle, Associates |
2026 Q2
|
8/6/2026 |
96
|
$300 M
|
| Kagan Cocozza Asset Management |
2026 Q2
|
8/6/2026 |
67
|
$160 M
|
| WILKINS INVESTMENT COUNSEL INC |
2026 Q2
|
8/6/2026 |
119
|
$740 M
|
| SouthState Bank Corp |
2026 Q2
|
8/6/2026 |
1,770
|
$2.4 B
|
| Tudor Financial Inc. |
2026 Q2
|
8/6/2026 |
151
|
$220 M
|
| Madrid Financial Services |
2026 Q2
|
8/6/2026 |
26
|
$190 M
|
| Freedom Financial Partners LLC |
2026 Q2
|
8/6/2026 |
89
|
$310 M
|
| Simcoe Capital LLC |
2026 Q2
|
8/6/2026 |
37
|
$160 M
|
| NICOLA WEALTH MANAGEMENT LTD. |
2026 Q2
|
8/6/2026 |
61
|
$870 M
|
| James J. Burns & Company, LLC |
2026 Q2
|
8/6/2026 |
163
|
$920 M
|
| AXQ CAPITAL, LP |
2026 Q2
|
8/6/2026 |
960
|
$920 M
|
| Lynch Asset Management, Inc. |
2026 Q2
|
8/6/2026 |
52
|
$370 M
|
| Dodds Wealth, LLC |
2026 Q2
|
8/6/2026 |
56
|
$440 M
|
| SCS Capital Management LLC |
2026 Q2
|
8/6/2026 |
485
|
$11 B
|
| GENEVA CAPITAL MANAGEMENT LLC |
2026 Q2
|
8/6/2026 |
250
|
$4.4 B
|
| IAG Wealth Partners, LLC |
2026 Q2
|
8/6/2026 |
508
|
$1.0 B
|