Osprey Private Wealth LLC |
2025 Q3
|
10/8/2025 |
65
|
$280 M
|
Flower City Capital |
2025 Q3
|
10/8/2025 |
43
|
$190 M
|
NatWest Group plc |
2025 Q3
|
10/8/2025 |
72
|
$400 M
|
NEW YORK STATE COMMON RETIREMENT FUND |
2023 Q2 - RESTATEMENT
|
10/8/2025 |
3,437
|
$78 B
|
Fiduciary Alliance LLC |
2025 Q3
|
10/8/2025 |
501
|
$1.5 B
|
PEAK FINANCIAL ADVISORS LLC |
2025 Q3
|
10/8/2025 |
85
|
$210 M
|
NEW YORK STATE COMMON RETIREMENT FUND |
2023 Q1 - RESTATEMENT
|
10/8/2025 |
3,212
|
$75 B
|
ARMSTRONG ADVISORY GROUP, INC |
2025 Q3
|
10/8/2025 |
941
|
$1.4 B
|
Peoples Bank/KS |
2025 Q3
|
10/8/2025 |
97
|
$100 M
|
NEW YORK STATE COMMON RETIREMENT FUND |
2022 Q4 - RESTATEMENT
|
10/8/2025 |
3,236
|
$73 B
|
Asset Allocation Strategies LLC |
2025 Q3
|
10/8/2025 |
148
|
$510 M
|
Cox Capital Mgt LLC |
2025 Q3
|
10/8/2025 |
62
|
$150 M
|
Wealth Group Ltd |
2025 Q3
|
10/8/2025 |
87
|
$430 M
|
General Partner, Inc. |
2025 Q3
|
10/8/2025 |
259
|
$180 M
|
DIXON FNANCIAL SERVICES, INC. |
2025 Q3
|
10/8/2025 |
48
|
$220 M
|
RDA Financial Network |
2025 Q3
|
10/8/2025 |
257
|
$410 M
|
FIRETHORN WEALTH PARTNERS, LLC |
2025 Q3
|
10/8/2025 |
188
|
$250 M
|
Pinnacle Wealth Management Group, Inc. |
2025 Q3
|
10/8/2025 |
129
|
$200 M
|
DUDLEY & SHANLEY, INC. |
2025 Q3
|
10/8/2025 |
33
|
$620 M
|
Retirement Wealth Solutions LLC |
2025 Q3
|
10/8/2025 |
831
|
$150 M
|
Sincerus Advisory, LLC |
2025 Q3
|
10/8/2025 |
70
|
$120 M
|
BENNETT SELBY INVESTMENTS LP |
2025 Q3
|
10/8/2025 |
80
|
$300 M
|
Partnership Wealth Management, LLC |
2025 Q3
|
10/8/2025 |
70
|
$130 M
|
ANDREWS, LUCIA WEALTH MANAGEMENT LLC |
2025 Q3
|
10/8/2025 |
32
|
$170 M
|
OLD POINT TRUST & FINANCIAL SERVICES N A |
2025 Q3
|
10/8/2025 |
337
|
$310 M
|
Legacy Private Trust Co. |
2025 Q3
|
10/8/2025 |
337
|
$1.7 B
|
KWMG, LLC |
2025 Q3
|
10/8/2025 |
150
|
$1.1 B
|
TOMPKINS FINANCIAL CORP |
2025 Q3
|
10/8/2025 |
724
|
$1.2 B
|
Wedmont Private Capital |
2025 Q3
|
10/8/2025 |
788
|
$2.7 B
|
Czech National Bank |
2025 Q3
|
10/8/2025 |
503
|
$14 B
|
RF&L WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/8/2025 |
60
|
$170 M
|
Kure Advisory, LLC |
2025 Q3
|
10/7/2025 |
46
|
$160 M
|
Charis Legacy Partners, LLC |
2025 Q3
|
10/7/2025 |
29
|
$67 M
|
WESTWOOD HOLDINGS GROUP INC |
2025 Q2 - RESTATEMENT
|
10/7/2025 |
479
|
$14 B
|
Quantum Financial Advisors, LLC |
2025 Q3
|
10/7/2025 |
201
|
$820 M
|
Congress Park Capital LLC |
2025 Q3
|
10/7/2025 |
125
|
$320 M
|
Carr Financial Group Corp |
2025 Q3
|
10/7/2025 |
188
|
$360 M
|
M.E. ALLISON & CO., INC. |
2025 Q3
|
10/7/2025 |
178
|
$140 M
|
McNaughton Wealth Management, LLC |
2025 Q3
|
10/7/2025 |
74
|
$240 M
|
Trinity Wealth Management, LLC |
2025 Q3
|
10/7/2025 |
67
|
$270 M
|
COUNTRY CLUB BANK |
2025 Q3
|
10/7/2025 |
555
|
$1.7 B
|
Towerpoint Wealth, LLC |
2025 Q3
|
10/7/2025 |
87
|
$240 M
|
Balefire, LLC |
2025 Q3
|
10/7/2025 |
394
|
$500 M
|
INTEGRATED CAPITAL MANAGEMENT, INC. |
2025 Q3
|
10/7/2025 |
59
|
$140 M
|
Sherrill & Hutchins Financial Advisory, Inc |
2025 Q3
|
10/7/2025 |
12
|
$140 M
|
Ignite Planners, LLC |
2025 Q3
|
10/7/2025 |
377
|
$610 M
|
KWB Wealth |
2025 Q3
|
10/7/2025 |
147
|
$900 M
|
Chesley Taft & Associates LLC |
2025 Q3
|
10/7/2025 |
348
|
$2.4 B
|
MOULTON WEALTH MANAGEMENT, INC |
2025 Q3
|
10/7/2025 |
45
|
$140 M
|
BLUESTEM FINANCIAL ADVISORS, LLC |
2025 Q3
|
10/7/2025 |
29
|
$260 M
|
DAILY JOURNAL CORP |
2025 Q3
|
10/7/2025 |
4
|
$260 M
|
Neumann Advisory Hong Kong Ltd |
2025 Q3
|
10/7/2025 |
8
|
$390 M
|
Sendero Wealth Management, LLC |
2025 Q3
|
10/7/2025 |
295
|
$850 M
|
Keystone Financial Planning, Inc. |
2025 Q3
|
10/7/2025 |
46
|
$340 M
|
Baron Financial Group, LLC |
2025 Q3
|
10/7/2025 |
50
|
$180 M
|
Bay Rivers Group |
2025 Q3
|
10/7/2025 |
91
|
$240 M
|
Leverty Financial Group, LLC |
2025 Q3
|
10/7/2025 |
44
|
$390 M
|
Accel Wealth Management |
2025 Q3
|
10/7/2025 |
278
|
$340 M
|
Cypress Point Wealth Management, LLC |
2025 Q3
|
10/7/2025 |
82
|
$490 M
|
SILVIA MCCOLL WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
117
|
$150 M
|
Nipun Capital, L.P. |
2025 Q3
|
10/7/2025 |
7
|
$160 M
|
Veracity Capital LLC |
2025 Q3
|
10/7/2025 |
242
|
$310 M
|
BEACON FINANCIAL GROUP |
2025 Q3
|
10/7/2025 |
346
|
$1.0 B
|
TCP Asset Management, LLC |
2025 Q3
|
10/7/2025 |
113
|
$560 M
|
CHICKASAW CAPITAL MANAGEMENT LLC |
2025 Q3
|
10/7/2025 |
93
|
$2.4 B
|
Trinity Financial Advisors LLC |
2025 Q3
|
10/7/2025 |
102
|
$350 M
|
Cooper Financial Group |
2025 Q3
|
10/7/2025 |
385
|
$900 M
|
Montecito Bank & Trust |
2025 Q3
|
10/7/2025 |
449
|
$640 M
|
ORSER CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
71
|
$190 M
|
FOCUS Wealth Advisors, LLC |
2025 Q3
|
10/7/2025 |
58
|
$210 M
|
New Covenant Trust Company, N.A. |
2025 Q3
|
10/7/2025 |
87
|
$110 M
|
McLean Asset Management Corp |
2025 Q3
|
10/7/2025 |
168
|
$490 M
|
Heritage Family Offices, LLP |
2025 Q3
|
10/7/2025 |
197
|
$210 M
|
ATMOS ADVISORY, LLC |
2025 Q3
|
10/7/2025 |
20
|
$160 M
|
First International Bank & Trust |
2025 Q3
|
10/7/2025 |
84
|
$290 M
|
Walker Financial Services, Inc. |
2025 Q3
|
10/7/2025 |
42
|
$260 M
|
FIRST COMMUNITY TRUST NA |
2025 Q3
|
10/7/2025 |
340
|
$130 M
|
WOODSTOCK CORP |
2025 Q3
|
10/7/2025 |
157
|
$1.2 B
|
DEFINED WEALTH MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
106
|
$170 M
|
LBMC INVESTMENT ADVISORS, LLC |
2025 Q3
|
10/7/2025 |
236
|
$1.6 B
|
Acropolis Investment Management, LLC |
2025 Q3
|
10/7/2025 |
266
|
$2.0 B
|
Silverberg Bernstein Capital Management LLC |
2025 Q3
|
10/7/2025 |
67
|
$160 M
|
Norway Savings Bank |
2025 Q3
|
10/7/2025 |
176
|
$210 M
|
CHANNEL WEALTH LLC |
2025 Q3
|
10/7/2025 |
174
|
$370 M
|
HAMILTON LANE ADVISORS LLC |
2025 Q3
|
10/7/2025 |
20
|
$170 M
|
GFG Capital, LLC |
2025 Q3
|
10/7/2025 |
92
|
$290 M
|
SPRING CAPITAL MANAGEMENT, LLC |
2025 Q3
|
10/7/2025 |
49
|
$200 M
|
Ransom Advisory, Ltd |
2025 Q3 - RESTATEMENT
|
10/7/2025 |
301
|
$220 M
|
Wynn Capital, LLC |
2025 Q3
|
10/7/2025 |
110
|
$210 M
|
CATALYST PRIVATE WEALTH, LLC |
2025 Q3
|
10/7/2025 |
80
|
$230 M
|
LYNCH & ASSOCIATES/IN |
2025 Q3
|
10/7/2025 |
127
|
$520 M
|
StrongBox Wealth, LLC |
2025 Q3
|
10/7/2025 |
90
|
$300 M
|
LBJ Family Wealth Advisors, Ltd. |
2025 Q3
|
10/7/2025 |
29
|
$180 M
|
Key Colony Management, LLC |
2025 Q3
|
10/7/2025 |
5
|
$74 M
|
Eastover Investment Advisors LLC |
2025 Q3
|
10/7/2025 |
47
|
$230 M
|
ST GERMAIN D J CO INC |
2025 Q3
|
10/7/2025 |
899
|
$2.5 B
|
Family Legacy Financial Solutions, LLC |
2025 Q3
|
10/7/2025 |
258
|
$130 M
|
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. |
2025 Q3
|
10/7/2025 |
5,145
|
$51 M
|
EWG Elevate Inc. |
2025 Q3
|
10/7/2025 |
119
|
$320 M
|
THREADGILL FINANCIAL, LLC |
2025 Q3
|
10/7/2025 |
50
|
$210 M
|