| 08 Oct 2025, 15:29:04 |
New Capital Management LP |
2025 Q3
|
54
|
$382M
|
| 08 Oct 2025, 15:15:19 |
New York State Common Retirement Fund |
2025 Q2 - Restatement
|
3197
|
$75.2B
|
| 08 Oct 2025, 15:10:47 |
Talbot Financial, LLC |
2025 Q3
|
67
|
$1.18B
|
| 08 Oct 2025, 15:10:01 |
New York State Common Retirement Fund |
2025 Q1 - Restatement
|
3171
|
$68.1B
|
| 08 Oct 2025, 15:08:35 |
Genesis Private Wealth, Llc |
2025 Q3
|
158
|
$238M
|
| 08 Oct 2025, 15:03:45 |
New York State Common Retirement Fund |
2024 Q4 - Restatement
|
3174
|
$74.6B
|
| 08 Oct 2025, 15:00:18 |
New York State Common Retirement Fund |
2024 Q3 - Restatement
|
3176
|
$73.9B
|
| 08 Oct 2025, 14:56:54 |
New York State Common Retirement Fund |
2024 Q2 - Restatement
|
3398
|
$76.2B
|
| 08 Oct 2025, 14:40:14 |
Hilltop National Bank |
2025 Q3
|
794
|
$406M
|
| 08 Oct 2025, 14:24:12 |
Vista Finance, Llc |
2025 Q3
|
54
|
$150M
|
| 08 Oct 2025, 14:22:27 |
New York State Common Retirement Fund |
2024 Q1 - Restatement
|
3233
|
$75.8B
|
| 08 Oct 2025, 14:10:00 |
Ipswich Investment Management Co., Inc. |
2025 Q3
|
185
|
$428M
|
| 08 Oct 2025, 14:02:05 |
Hedges Asset Management LLC |
2025 Q3
|
102
|
$131M
|
| 08 Oct 2025, 13:59:44 |
Marshall Financial Group, LLC |
2025 Q3
|
258
|
$513M
|
| 08 Oct 2025, 13:55:18 |
Sterling Manor Financial, LLC |
2025 Q3
|
35
|
$159M
|
| 08 Oct 2025, 13:53:41 |
FCG Investment Co |
2025 Q3
|
88
|
$214M
|
| 08 Oct 2025, 13:52:13 |
Financial Advisory Corp |
2025 Q3
|
52
|
$679M
|
| 08 Oct 2025, 13:50:45 |
Patriot Financial Group Insurance Agency, LLC |
2025 Q3
|
488
|
$781M
|
| 08 Oct 2025, 13:46:07 |
YHB Investment Advisors, Inc. |
2025 Q3
|
299
|
$1.37B
|
| 08 Oct 2025, 13:44:32 |
ZynergyRetirementPlanningLLC |
2025 Q3
|
28
|
$159M
|
| 08 Oct 2025, 13:38:40 |
Teamwork Financial Advisors, LLC |
2025 Q3
|
177
|
$918M
|
| 08 Oct 2025, 13:33:27 |
New York State Common Retirement Fund |
2023 Q4 - Restatement
|
3244
|
$72.2B
|
| 08 Oct 2025, 13:33:08 |
Rise Advisors, LLC |
2025 Q3
|
1526
|
$279M
|
| 08 Oct 2025, 13:31:59 |
Agate Pass Investment Management, LLC |
2025 Q3
|
103
|
$263M
|
| 08 Oct 2025, 13:29:31 |
New York State Common Retirement Fund |
2023 Q3 - Restatement
|
3263
|
$69.6B
|
| 08 Oct 2025, 13:28:03 |
Osprey Private Wealth LLC |
2025 Q3
|
65
|
$275M
|
| 08 Oct 2025, 13:17:34 |
Flower City Capital |
2025 Q3
|
43
|
$186M
|
| 08 Oct 2025, 12:49:26 |
NatWest Group plc |
2025 Q3
|
39
|
$405M
|
| 08 Oct 2025, 12:41:24 |
New York State Common Retirement Fund |
2023 Q2 - Restatement
|
3437
|
$78.1B
|
| 08 Oct 2025, 12:39:15 |
Fiduciary Alliance LLC |
2025 Q3
|
492
|
$1.49B
|
| 08 Oct 2025, 12:19:32 |
Peak Financial Advisors Llc |
2025 Q3
|
85
|
$208M
|
| 08 Oct 2025, 12:19:06 |
New York State Common Retirement Fund |
2023 Q1 - Restatement
|
3212
|
$74.6B
|
| 08 Oct 2025, 12:18:08 |
Armstrong Advisory Group, Inc |
2025 Q3
|
939
|
$1.42B
|
| 08 Oct 2025, 12:06:44 |
Peoples Bank/KS |
2025 Q3
|
97
|
$101M
|
| 08 Oct 2025, 12:01:44 |
New York State Common Retirement Fund |
2022 Q4 - Restatement
|
3235
|
$73B
|
| 08 Oct 2025, 12:01:41 |
Asset Allocation Strategies LLC |
2025 Q3
|
148
|
$505M
|
| 08 Oct 2025, 11:54:33 |
Cox Capital Mgt LLC |
2025 Q3
|
62
|
$153M
|
| 08 Oct 2025, 11:46:20 |
Wealth Group Ltd |
2025 Q3
|
86
|
$432M
|
| 08 Oct 2025, 11:43:55 |
General Partner, Inc. |
2025 Q3
|
169
|
$182M
|
| 08 Oct 2025, 11:35:09 |
Dixon Fnancial Services, Inc. |
2025 Q3
|
48
|
$220M
|
| 08 Oct 2025, 11:25:07 |
RDA Financial Network |
2025 Q3
|
257
|
$405M
|
| 08 Oct 2025, 11:20:05 |
Firethorn Wealth Partners, Llc |
2025 Q3
|
185
|
$254M
|
| 08 Oct 2025, 11:04:03 |
Pinnacle Wealth Management Group, Inc. |
2025 Q3
|
129
|
$195M
|
| 08 Oct 2025, 10:51:06 |
Dudley & Shanley, Inc. |
2025 Q3
|
32
|
$622M
|
| 08 Oct 2025, 10:18:47 |
Retirement Wealth Solutions LLC |
2025 Q3
|
809
|
$152M
|
| 08 Oct 2025, 10:16:04 |
Sincerus Advisory, LLC |
2025 Q3
|
70
|
$117M
|
| 08 Oct 2025, 10:07:38 |
Bennett Selby Investments Lp |
2025 Q3
|
80
|
$302M
|
| 08 Oct 2025, 10:04:09 |
Partnership Wealth Management, LLC |
2025 Q3
|
70
|
$130M
|
| 08 Oct 2025, 09:49:55 |
Andrews, Lucia Wealth Management Llc |
2025 Q3
|
32
|
$166M
|
| 08 Oct 2025, 09:48:58 |
Old Point Trust & Financial Services N A |
2025 Q3
|
306
|
$310M
|
| 08 Oct 2025, 09:19:22 |
Legacy Private Trust Co. |
2025 Q3
|
256
|
$1.67B
|
| 08 Oct 2025, 09:07:19 |
Kwmg, Llc |
2025 Q3
|
150
|
$1.14B
|
| 08 Oct 2025, 08:52:14 |
Tompkins Financial Corp |
2025 Q3
|
543
|
$1.2B
|
| 08 Oct 2025, 08:35:27 |
Wedmont Private Capital |
2025 Q3
|
788
|
$2.69B
|
| 08 Oct 2025, 08:07:06 |
Czech National Bank |
2025 Q3
|
503
|
$14.5B
|
| 08 Oct 2025, 07:33:06 |
Rf&L Wealth Management, Llc |
2025 Q3
|
60
|
$170M
|
| 07 Oct 2025, 21:51:11 |
Neumann Advisory Hong Kong Ltd |
2025 Q3
|
8
|
$393M
|
| 07 Oct 2025, 21:30:21 |
Bluestem Financial Advisors, Llc |
2025 Q3
|
29
|
$256M
|
| 07 Oct 2025, 21:21:48 |
Moulton Wealth Management, Inc |
2025 Q3
|
45
|
$137M
|
| 07 Oct 2025, 21:06:19 |
Chesley Taft & Associates LLC |
2025 Q3
|
348
|
$2.36B
|
| 07 Oct 2025, 21:06:14 |
Ignite Planners, LLC |
2025 Q3
|
377
|
$610M
|
| 07 Oct 2025, 21:06:10 |
KWB Wealth |
2025 Q3
|
147
|
$905M
|
| 07 Oct 2025, 21:06:04 |
Integrated Capital Management, Inc. |
2025 Q3
|
59
|
$143M
|
| 07 Oct 2025, 21:06:00 |
Sherrill & Hutchins Financial Advisory, Inc |
2025 Q3
|
12
|
$138M
|
| 07 Oct 2025, 21:05:57 |
Balefire, LLC |
2025 Q3
|
394
|
$501M
|
| 07 Oct 2025, 21:05:52 |
Towerpoint Wealth, LLC |
2025 Q3
|
87
|
$244M
|
| 07 Oct 2025, 21:05:47 |
Country Club Bank |
2025 Q3
|
325
|
$1.69B
|
| 07 Oct 2025, 21:05:42 |
Trinity Wealth Management, LLC |
2025 Q3
|
67
|
$267M
|
| 07 Oct 2025, 21:05:38 |
McNaughton Wealth Management, LLC |
2025 Q3
|
74
|
$237M
|
| 07 Oct 2025, 21:05:32 |
M.E. Allison & Co., Inc. |
2025 Q3
|
177
|
$143M
|
| 07 Oct 2025, 21:05:27 |
Carr Financial Group Corp |
2025 Q3
|
188
|
$364M
|
| 07 Oct 2025, 21:05:22 |
Congress Park Capital LLC |
2025 Q3
|
125
|
$322M
|
| 07 Oct 2025, 21:05:17 |
Quantum Financial Advisors, LLC |
2025 Q3
|
201
|
$820M
|
| 07 Oct 2025, 21:05:10 |
Westwood Holdings Group Inc |
2025 Q2 - Restatement
|
479
|
$13.9B
|
| 07 Oct 2025, 20:54:09 |
Charis Legacy Partners, LLC |
2025 Q3
|
29
|
$67M
|
| 07 Oct 2025, 20:44:56 |
Kure Advisory, LLC |
2025 Q3
|
46
|
$162M
|
| 07 Oct 2025, 19:43:44 |
Daily Journal Corp |
2025 Q3
|
4
|
$227M
|
| 07 Oct 2025, 19:18:53 |
Keystone Financial Planning, Inc. |
2025 Q3
|
46
|
$344M
|
| 07 Oct 2025, 18:26:42 |
Sendero Wealth Management, LLC |
2025 Q3
|
189
|
$853M
|
| 07 Oct 2025, 18:14:25 |
Silvia Mccoll Wealth Management, Llc |
2025 Q3
|
117
|
$148M
|
| 07 Oct 2025, 18:01:46 |
Veracity Capital LLC |
2025 Q3
|
239
|
$311M
|
| 07 Oct 2025, 18:00:58 |
Nipun Capital, L.P. |
2025 Q3
|
7
|
$158M
|
| 07 Oct 2025, 17:55:56 |
Cypress Point Wealth Management, LLC |
2025 Q3
|
82
|
$494M
|
| 07 Oct 2025, 17:53:16 |
Accel Wealth Management |
2025 Q3
|
278
|
$344M
|
| 07 Oct 2025, 17:51:35 |
Leverty Financial Group, LLC |
2025 Q3
|
44
|
$385M
|
| 07 Oct 2025, 17:43:30 |
Bay Rivers Group |
2025 Q3
|
91
|
$237M
|
| 07 Oct 2025, 17:40:08 |
Baron Financial Group, LLC |
2025 Q3
|
50
|
$183M
|
| 07 Oct 2025, 17:34:18 |
Beacon Financial Group |
2025 Q3
|
346
|
$1.02B
|
| 07 Oct 2025, 17:30:48 |
TCP Asset Management, LLC |
2025 Q3
|
113
|
$561M
|
| 07 Oct 2025, 17:28:55 |
Chickasaw Capital Management Llc |
2025 Q3
|
93
|
$2.45B
|
| 07 Oct 2025, 17:19:17 |
Trinity Financial Advisors LLC |
2025 Q3
|
102
|
$346M
|
| 07 Oct 2025, 17:17:38 |
Cooper Financial Group |
2025 Q3
|
385
|
$903M
|
| 07 Oct 2025, 17:13:37 |
Montecito Bank & Trust |
2025 Q3
|
274
|
$644M
|
| 07 Oct 2025, 17:10:09 |
Orser Capital Management, Llc |
2025 Q3
|
71
|
$180M
|
| 07 Oct 2025, 16:22:50 |
FOCUS Wealth Advisors, LLC |
2025 Q3
|
58
|
$208M
|
| 07 Oct 2025, 16:20:44 |
New Covenant Trust Company, N.A. |
2025 Q3
|
87
|
$107M
|
| 07 Oct 2025, 16:13:46 |
McLean Asset Management Corp |
2025 Q3
|
168
|
$485M
|
| 07 Oct 2025, 16:11:19 |
Heritage Family Offices, LLP |
2025 Q3
|
197
|
$215M
|
| 07 Oct 2025, 16:06:53 |
Atmos Advisory, Llc |
2025 Q3
|
20
|
$164M
|
| 07 Oct 2025, 16:01:06 |
First International Bank & Trust |
2025 Q3
|
56
|
$288M
|