| Chapin Davis, Inc. |
2025 Q3
|
10/9/2025, 09:46 AM |
247
|
$407M
|
| Prosperity Planning, Inc. |
2025 Q3
|
10/9/2025, 09:46 AM |
109
|
$371M
|
| Archer Investment Management, LLC |
2025 Q3
|
10/9/2025, 09:45 AM |
59
|
$163M
|
| Buckhead Capital Management Llc |
2025 Q3
|
10/9/2025, 09:45 AM |
127
|
$275M
|
| Contravisory Investment Management, Inc. |
2025 Q3
|
10/9/2025, 09:35 AM |
365
|
$516M
|
| Dakota Community Bank & Trust NA |
2025 Q3
|
10/9/2025, 09:33 AM |
122
|
$25.4M
|
| Central Valley Advisors, Llc |
2025 Q3
|
10/9/2025, 09:26 AM |
148
|
$323M
|
| Park Edge Advisors, LLC |
2025 Q3
|
10/9/2025, 09:11 AM |
146
|
$433M
|
| North Capital, Inc. |
2025 Q3
|
10/9/2025, 09:10 AM |
730
|
$129M
|
| Whalen Wealth Management Inc. |
2025 Q3
|
10/9/2025, 09:09 AM |
176
|
$171M
|
| Riversedge Advisors, Llc |
2025 Q3
|
10/9/2025, 09:07 AM |
198
|
$597M
|
| Peterson Wealth Advisors, LLC |
2025 Q3
|
10/9/2025, 09:03 AM |
99
|
$669M
|
| Mfg Wealth Management, Inc. |
2025 Q3
|
10/9/2025, 09:01 AM |
60
|
$132M
|
| NavPoint Financial, Inc. |
2025 Q3
|
10/9/2025, 08:48 AM |
65
|
$191M
|
| Long Run Wealth Advisors, LLC |
2025 Q3
|
10/9/2025, 08:46 AM |
109
|
$509M
|
| Embree Financial Group |
2025 Q3
|
10/9/2025, 08:44 AM |
226
|
$746M
|
| First Financial Corp /In/ |
2025 Q3
|
10/9/2025, 08:35 AM |
314
|
$255M
|
| Springhill Fund Asset Management (HK) Co Ltd |
2025 Q3
|
10/9/2025, 06:26 AM |
0
|
$0
|
| Amiral Gestion |
2025 Q3
|
10/9/2025, 06:22 AM |
27
|
$275M
|
| Wealth Advisors Northwest LLC |
2025 Q3
|
10/8/2025, 06:28 PM |
62
|
$207M
|
| Basepoint Wealth LLC |
2022 Q4
|
10/8/2025, 06:18 PM |
91
|
$113M
|
| Basepoint Wealth LLC |
2022 Q3
|
10/8/2025, 06:09 PM |
84
|
$93.7M
|
| Ausbil Investment Management Ltd |
2025 Q3
|
10/8/2025, 06:07 PM |
71
|
$187M
|
| Pacifica Partners Inc. |
2025 Q3
|
10/8/2025, 06:03 PM |
496
|
$280M
|
| Basepoint Wealth LLC |
2022 Q2
|
10/8/2025, 06:02 PM |
82
|
$95.8M
|
| Websterrogers Financial Advisors, Llc |
2025 Q3
|
10/8/2025, 05:56 PM |
91
|
$333M
|
| Basepoint Wealth LLC |
2022 Q1
|
10/8/2025, 05:51 PM |
81
|
$108M
|
| Wilsey Asset Management Inc |
2025 Q3
|
10/8/2025, 05:46 PM |
28
|
$545M
|
| Basepoint Wealth LLC |
2021 Q4
|
10/8/2025, 05:39 PM |
76
|
$102M
|
| Hoffman, Alan N Investment Management |
2025 Q3
|
10/8/2025, 05:13 PM |
15
|
$229M
|
| Hartz Capital, Inc. |
2025 Q3
|
10/8/2025, 05:10 PM |
0
|
$0
|
| Brewster Financial Planning LLC |
2025 Q3
|
10/8/2025, 04:52 PM |
27
|
$159M
|
| Sheets Smith Investment Management |
2025 Q3
|
10/8/2025, 04:46 PM |
137
|
$154M
|
| Sheets Smith Investment Management |
2025 Q2
|
10/8/2025, 04:39 PM |
71
|
$114M
|
| Simon Quick Advisors, Llc |
2025 Q2 - Restatement
|
10/8/2025, 04:13 PM |
360
|
$1.98B
|
| Guided Capital Wealth Management, LLC |
2025 Q3
|
10/8/2025, 04:08 PM |
34
|
$117M
|
| First County Bank /CT/ |
2025 Q3
|
10/8/2025, 03:49 PM |
167
|
$196M
|
| Lancaster Investment Management |
2025 Q3
|
10/8/2025, 03:39 PM |
8
|
$233M
|
| New Capital Management LP |
2025 Q3
|
10/8/2025, 03:29 PM |
54
|
$382M
|
| New York State Common Retirement Fund |
2025 Q2 - Restatement
|
10/8/2025, 03:15 PM |
3197
|
$75.2B
|
| Talbot Financial, LLC |
2025 Q3
|
10/8/2025, 03:10 PM |
67
|
$1.18B
|
| New York State Common Retirement Fund |
2025 Q1 - Restatement
|
10/8/2025, 03:10 PM |
3171
|
$68.1B
|
| Genesis Private Wealth, Llc |
2025 Q3
|
10/8/2025, 03:08 PM |
158
|
$238M
|
| New York State Common Retirement Fund |
2024 Q4 - Restatement
|
10/8/2025, 03:03 PM |
3174
|
$74.6B
|
| New York State Common Retirement Fund |
2024 Q3 - Restatement
|
10/8/2025, 03:00 PM |
3176
|
$73.9B
|
| New York State Common Retirement Fund |
2024 Q2 - Restatement
|
10/8/2025, 02:56 PM |
3398
|
$76.2B
|
| Hilltop National Bank |
2025 Q3
|
10/8/2025, 02:40 PM |
794
|
$406M
|
| Vista Finance, Llc |
2025 Q3
|
10/8/2025, 02:24 PM |
54
|
$150M
|
| New York State Common Retirement Fund |
2024 Q1 - Restatement
|
10/8/2025, 02:22 PM |
3233
|
$75.8B
|
| Ipswich Investment Management Co., Inc. |
2025 Q3
|
10/8/2025, 02:10 PM |
185
|
$428M
|
| Hedges Asset Management LLC |
2025 Q3
|
10/8/2025, 02:02 PM |
102
|
$131M
|
| Marshall Financial Group, LLC |
2025 Q3
|
10/8/2025, 01:59 PM |
258
|
$513M
|
| Sterling Manor Financial, LLC |
2025 Q3
|
10/8/2025, 01:55 PM |
35
|
$159M
|
| FCG Investment Co |
2025 Q3
|
10/8/2025, 01:53 PM |
88
|
$214M
|
| Financial Advisory Corp |
2025 Q3
|
10/8/2025, 01:52 PM |
52
|
$679M
|
| Patriot Financial Group Insurance Agency, LLC |
2025 Q3
|
10/8/2025, 01:50 PM |
488
|
$781M
|
| YHB Investment Advisors, Inc. |
2025 Q3
|
10/8/2025, 01:46 PM |
299
|
$1.37B
|
| ZynergyRetirementPlanningLLC |
2025 Q3
|
10/8/2025, 01:44 PM |
28
|
$159M
|
| Teamwork Financial Advisors, LLC |
2025 Q3
|
10/8/2025, 01:38 PM |
177
|
$918M
|
| New York State Common Retirement Fund |
2023 Q4 - Restatement
|
10/8/2025, 01:33 PM |
3244
|
$72.2B
|
| Rise Advisors, LLC |
2025 Q3
|
10/8/2025, 01:33 PM |
1526
|
$279M
|
| Agate Pass Investment Management, LLC |
2025 Q3
|
10/8/2025, 01:31 PM |
103
|
$263M
|
| New York State Common Retirement Fund |
2023 Q3 - Restatement
|
10/8/2025, 01:29 PM |
3263
|
$69.6B
|
| Osprey Private Wealth LLC |
2025 Q3
|
10/8/2025, 01:28 PM |
65
|
$275M
|
| Flower City Capital |
2025 Q3
|
10/8/2025, 01:17 PM |
43
|
$186M
|
| NatWest Group plc |
2025 Q3
|
10/8/2025, 12:49 PM |
39
|
$405M
|
| New York State Common Retirement Fund |
2023 Q2 - Restatement
|
10/8/2025, 12:41 PM |
3437
|
$78.1B
|
| Fiduciary Alliance LLC |
2025 Q3
|
10/8/2025, 12:39 PM |
492
|
$1.49B
|
| Peak Financial Advisors Llc |
2025 Q3
|
10/8/2025, 12:19 PM |
85
|
$208M
|
| New York State Common Retirement Fund |
2023 Q1 - Restatement
|
10/8/2025, 12:19 PM |
3212
|
$74.6B
|
| Armstrong Advisory Group, Inc |
2025 Q3
|
10/8/2025, 12:18 PM |
939
|
$1.42B
|
| Peoples Bank/KS |
2025 Q3
|
10/8/2025, 12:06 PM |
97
|
$101M
|
| New York State Common Retirement Fund |
2022 Q4 - Restatement
|
10/8/2025, 12:01 PM |
3235
|
$73B
|
| Asset Allocation Strategies LLC |
2025 Q3
|
10/8/2025, 12:01 PM |
148
|
$505M
|
| Cox Capital Mgt LLC |
2025 Q3
|
10/8/2025, 11:54 AM |
62
|
$153M
|
| Wealth Group Ltd |
2025 Q3
|
10/8/2025, 11:46 AM |
86
|
$432M
|
| General Partner, Inc. |
2025 Q3
|
10/8/2025, 11:43 AM |
169
|
$182M
|
| Dixon Fnancial Services, Inc. |
2025 Q3
|
10/8/2025, 11:35 AM |
48
|
$220M
|
| RDA Financial Network |
2025 Q3
|
10/8/2025, 11:25 AM |
257
|
$405M
|
| Firethorn Wealth Partners, Llc |
2025 Q3
|
10/8/2025, 11:20 AM |
185
|
$254M
|
| Pinnacle Wealth Management Group, Inc. |
2025 Q3
|
10/8/2025, 11:04 AM |
129
|
$195M
|
| Dudley & Shanley, Inc. |
2025 Q3
|
10/8/2025, 10:51 AM |
32
|
$622M
|
| Retirement Wealth Solutions LLC |
2025 Q3
|
10/8/2025, 10:18 AM |
809
|
$152M
|
| Sincerus Advisory, LLC |
2025 Q3
|
10/8/2025, 10:16 AM |
70
|
$117M
|
| Bennett Selby Investments Lp |
2025 Q3
|
10/8/2025, 10:07 AM |
80
|
$302M
|
| Partnership Wealth Management, LLC |
2025 Q3
|
10/8/2025, 10:04 AM |
70
|
$130M
|
| Andrews, Lucia Wealth Management Llc |
2025 Q3
|
10/8/2025, 09:49 AM |
32
|
$166M
|
| Old Point Trust & Financial Services N A |
2025 Q3
|
10/8/2025, 09:48 AM |
306
|
$310M
|
| Legacy Private Trust Co. |
2025 Q3
|
10/8/2025, 09:19 AM |
256
|
$1.67B
|
| Kwmg, Llc |
2025 Q3
|
10/8/2025, 09:07 AM |
150
|
$1.14B
|
| Tompkins Financial Corp |
2025 Q3
|
10/8/2025, 08:52 AM |
543
|
$1.2B
|
| Wedmont Private Capital |
2025 Q3
|
10/8/2025, 08:35 AM |
788
|
$2.69B
|
| Czech National Bank |
2025 Q3
|
10/8/2025, 08:07 AM |
503
|
$14.5B
|
| Rf&L Wealth Management, Llc |
2025 Q3
|
10/8/2025, 07:33 AM |
60
|
$170M
|
| Neumann Advisory Hong Kong Ltd |
2025 Q3
|
10/7/2025, 09:51 PM |
8
|
$393M
|
| Bluestem Financial Advisors, Llc |
2025 Q3
|
10/7/2025, 09:30 PM |
29
|
$256M
|
| Moulton Wealth Management, Inc |
2025 Q3
|
10/7/2025, 09:21 PM |
45
|
$137M
|
| Chesley Taft & Associates LLC |
2025 Q3
|
10/7/2025, 09:06 PM |
348
|
$2.36B
|
| Ignite Planners, LLC |
2025 Q3
|
10/7/2025, 09:06 PM |
377
|
$610M
|
| KWB Wealth |
2025 Q3
|
10/7/2025, 09:06 PM |
147
|
$905M
|