NYF(NYF)
NYF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1.10M | Jun 30, 26 | -16.91K | 4.20% |
| High Probability Advisors, LLC | 956.14K | Jun 30, 26 | +180.94K | 3.66% |
| MORGAN STANLEY | 927.13K | Jun 30, 26 | +56.36K | 3.55% |
| BANK OF AMERICA CORP /DE/ | 839.73K | Jun 30, 26 | +76.52K | 3.21% |
| HighTower Advisors, LLC | 617.23K | Jun 30, 26 | +37.99K | 2.36% |
| Facet Wealth, Inc. | 571.01K | Jun 30, 26 | +48.13K | 2.19% |
| ALESCO ADVISORS LLC | 495.21K | Jun 30, 26 | +34.17K | 1.90% |
| FMR LLC | 486.13K | Jun 30, 26 | +19.62K | 1.86% |
| Legacy Edge Advisors, LLC | 366.33K | Jun 30, 26 | +15.56K | 1.40% |
| HSBC HOLDINGS PLC | 327.70K | Jun 30, 26 | -7.07K | 1.25% |
| ENVESTNET ASSET MANAGEMENT INC | 306.42K | Jun 30, 26 | +57.69K | 1.17% |
| SATOVSKY ASSET MANAGEMENT LLC | 305.42K | Jun 30, 26 | -8.64K | 1.17% |
| JPMORGAN CHASE & CO | 252.29K | Jun 30, 26 | +60.21K | 0.97% |
| LPL Financial LLC | 236.48K | Jun 30, 26 | +31.37K | 0.91% |
| Klingman & Associates, LLC | 236.01K | Jun 30, 26 | -3.87K | 0.90% |
| Miracle Mile Advisors, LLC | 233.91K | Jun 30, 26 | +10.79K | 0.90% |
| Mariner, LLC | 227.93K | Jun 30, 26 | +1.72K | 0.87% |
| Cetera Investment Advisers | 208.83K | Jun 30, 26 | +42.28K | 0.80% |
| Adviser Investments LLC | 174.50K | Jun 30, 26 | -50.43K | 0.67% |
| Betterment LLC | 167.57K | Jun 30, 26 | +6.25K | 0.64% |
| GUGGENHEIM CAPITAL LLC | 167.03K | Jun 30, 26 | +23.66K | 0.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 157.87K | Jun 30, 26 | +130.23K | 0.60% |
| Creative Planning | 144.79K | Jun 30, 26 | +13.50K | 0.55% |
| COMMONWEALTH EQUITY SERVICES, LLC | 126.22K | Jun 30, 26 | +4.20K | 0.48% |
| MYECFO, LLC | 112.73K | Jun 30, 26 | -6.80K | 0.43% |
| Hennion & Walsh Asset Management, Inc. | 109.33K | Jun 30, 26 | +13.72K | 0.42% |
| AMERIPRISE FINANCIAL INC | 107.44K | Jun 30, 26 | +11.17K | 0.41% |
| ALLIANCEBERNSTEIN L.P. | 101.97K | Jun 30, 26 | -11.49K | 0.39% |
| Note Advisors, LLC | 100.57K | Jun 30, 26 | +4.22K | 0.38% |
| NBT BANK N A /NY | 97.93K | Jun 30, 26 | +2.72K | 0.37% |
| Wedmont Private Capital | 94.54K | Jun 30, 26 | +35.98K | 0.36% |
| ALTFEST L J & CO INC | 92.58K | Jun 30, 26 | +29.56K | 0.35% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 90.36K | Jun 30, 26 | +65.18K | 0.35% |
| Whitegate Investment Counselors, Inc. | 90.22K | Jun 30, 26 | -3.86K | 0.35% |
| BAILARD, INC. | 84.68K | Jun 30, 26 | -1.29K | 0.32% |
| ARROW FINANCIAL CORP | 82.88K | Jun 30, 26 | -3.25K | 0.32% |
| ASSETMARK, INC | 78.87K | Jun 30, 26 | +2.32K | 0.30% |
| WELLS FARGO & COMPANY/MN | 77.90K | Jun 30, 26 | +10.16K | 0.30% |
| MERCER GLOBAL ADVISORS INC /ADV | 75.92K | Jun 30, 26 | +11.41K | 0.29% |
| UBS Group AG | 70.33K | Jun 30, 26 | +2.56K | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 69.20K | Jun 30, 26 | +19.48K | 0.26% |
| Retirement Planning Group | 68.08K | Jun 30, 26 | -- | 0.26% |
| Elequin Securities, LLC | 66.67K | Jun 30, 26 | +66.67K | 0.26% |
| Wealthfront Advisers LLC | 65.48K | Jun 30, 26 | +20.94K | 0.25% |
| CI Private Wealth, LLC | 63.64K | Jun 30, 26 | +38.56K | 0.24% |
| CAPTRUST FINANCIAL ADVISORS | 63.40K | Jun 30, 26 | +32.07K | 0.24% |
| Cascade Financial Partners, LLC | 62.52K | Jun 30, 26 | +4.78K | 0.24% |
| James J. Burns & Company, LLC | 61.53K | Jun 30, 26 | -10.75K | 0.24% |
| DURANTE & WATERS, LLC | 60.46K | Jun 30, 26 | +3.17K | 0.23% |
| Cerity Partners LLC | 59.20K | Jun 30, 26 | +12.16K | 0.23% |
| SOA Wealth Advisors, LLC. | 58.71K | Jun 30, 26 | -435 | 0.22% |
| Kestra Advisory Services, LLC | 58.31K | Jun 30, 26 | +1.33K | 0.22% |
| Magnus Financial Group LLC | 56.73K | Jun 30, 26 | +6.43K | 0.22% |
| Carnegie Capital Asset Management, LLC | 56.16K | Jun 30, 26 | +264 | 0.21% |
| CITIGROUP INC | 55.94K | Jun 30, 26 | +1.62K | 0.21% |
| Equita Financial Network, Inc. | 49.28K | Jun 30, 26 | -- | 0.19% |
| STIFEL FINANCIAL CORP | 49.01K | Jun 30, 26 | +14.04K | 0.19% |
| Atomi Financial Group, Inc. | 43.36K | Jun 30, 26 | +721 | 0.17% |
| N10 WEALTH, LLC | 42.54K | Jun 30, 26 | +42.54K | 0.16% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 41.23K | Jun 30, 26 | -3.69K | 0.16% |
| Colony Group, LLC | 40.65K | Jun 30, 26 | -5.99K | 0.16% |
| Emergent Wealth Advisors, LLC | 38.06K | Jun 30, 26 | -753 | 0.15% |
| JANE STREET GROUP, LLC | 36.48K | Jun 30, 26 | -115.45K | 0.14% |
| MML INVESTORS SERVICES, LLC | 35.89K | Jun 30, 26 | +11.51K | 0.14% |
| Pine Valley Investments Ltd Liability Co | 35.37K | Jun 30, 26 | +220 | 0.14% |
| Astoria Strategic Wealth, Inc. | 34.12K | Jun 30, 26 | +1.90K | 0.13% |
| Perennial Advisors, LLC | 33.45K | Jun 30, 26 | +3.48K | 0.13% |
| Wealthspire Advisors, LLC | 32.93K | Jun 30, 26 | +3.03K | 0.13% |
| GOLDMAN SACHS GROUP INC | 32.79K | Jun 30, 26 | +5.56K | 0.13% |
| Westfuller Advisors, LLC | 32.36K | Jun 30, 26 | -5.33K | 0.12% |
| Level Financial Advisors, Inc. | 32.18K | Jun 30, 26 | -616 | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 31.81K | Jun 30, 26 | -1.95K | 0.12% |
| Patriot Financial Group Insurance Agency, LLC | 29.99K | Jun 30, 26 | -28.37K | 0.11% |
| JONES FINANCIAL COMPANIES LLLP | 29.70K | Jun 30, 26 | +4.47K | 0.11% |
| SRS Capital Advisors, Inc. | 29.27K | Jun 30, 26 | +19.70K | 0.11% |
| Indivisible Partners | 28.84K | Jun 30, 26 | +7.73K | 0.11% |
| Francis Financial, Inc. | 28.66K | Jun 30, 26 | -- | 0.11% |
| CITIZENS FINANCIAL GROUP INC/RI | 27.65K | Jun 30, 26 | +27.65K | 0.11% |
| Trust Co | 27.63K | Jun 30, 26 | +3.37K | 0.11% |
| Drucker Wealth 3.0, LLC | 27.63K | Jun 30, 26 | +1.92K | 0.11% |
| FIRST FOUNDATION ADVISORS | 27.07K | Jun 30, 26 | -- | 0.10% |
| NewEdge Wealth, LLC | 24.99K | Jun 30, 26 | -20.15K | 0.10% |
| W.G. Shaheen & Associates DBA Whitney & Co | 24.98K | Jun 30, 26 | +500 | 0.10% |
| Private Advisor Group, LLC | 23.99K | Jun 30, 26 | -7 | 0.09% |
| Allworth Financial LP | 23.93K | Jun 30, 26 | +2.09K | 0.09% |
| Equitable Holdings, Inc. | 23.77K | Jun 30, 26 | +7.24K | 0.09% |
| BRIGHTON SECURITIES CORP. | 23.74K | Jun 30, 26 | +188 | 0.09% |
| Empower Advisory Group, LLC | 23.19K | Jun 30, 26 | +901 | 0.09% |
| WNY Asset Management, LLC | 22.42K | Jun 30, 26 | -2.33K | 0.09% |
| Godfrey Financial Associates, Inc. | 21.88K | Jun 30, 26 | -- | 0.08% |
| TIAA Wealth Investment Management LLC | 21.61K | Jun 30, 26 | +8.67K | 0.08% |
| Tower Research Capital LLC (TRC) | 21.35K | Jun 30, 26 | +21.35K | 0.08% |
| Members Advisory Group LLC | 21.31K | Jun 30, 26 | -230 | 0.08% |
| Rockbridge Investment Management, LCC | 20.70K | Jun 30, 26 | +6.05K | 0.08% |
| Chicago Partners Investment Group LLC | 20.06K | Jun 30, 26 | +26 | 0.08% |
| ROYAL BANK OF CANADA | 19.88K | Jun 30, 26 | +4.88K | 0.08% |
| Layline Advisors, LLC | 19.64K | Jun 30, 26 | -776 | 0.08% |
| Cresset Asset Management, LLC | 18.15K | Jun 30, 26 | -- | 0.07% |
| Stonehage Fleming Financial Services Holdings Ltd | 18.09K | Jun 30, 26 | -- | 0.07% |
| PROFFITT & GOODSON INC | 16.52K | Jun 30, 26 | -2.83K | 0.06% |
| NATIXIS ADVISORS, L.P. | 16.27K | Jun 30, 26 | +2.44K | 0.06% |
| SAX WEALTH ADVISORS, LLC | 16.07K | Jun 30, 26 | +16.07K | 0.06% |
| SEI INVESTMENTS CO | 15.83K | Jun 30, 26 | -71 | 0.06% |
| HM PAYSON & CO | 15.45K | Jun 30, 26 | -- | 0.06% |
| RAYMOND JAMES FINANCIAL INC | 14.70K | Jun 30, 26 | +144 | 0.06% |
| Hamilton Wealth, LLC | 14.30K | Jun 30, 26 | +285 | 0.05% |
| Brio Consultants, LLC | 14.20K | Jun 30, 26 | +1.07K | 0.05% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 13.86K | Jun 30, 26 | -- | 0.05% |
| DOPKINS WEALTH MANAGEMENT, LLC | 13.17K | Jun 30, 26 | -874 | 0.05% |
| Buckingham Strategic Partners | 13.17K | Jun 30, 26 | -874 | 0.05% |
| Bank of New York Mellon Corp | 12.98K | Jun 30, 26 | +1.03K | 0.05% |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 12.30K | Jun 30, 26 | -- | 0.05% |
| MIDLAND WEALTH ADVISORS LLC | 12.20K | Jun 30, 26 | +12.20K | 0.05% |
| MISSION WEALTH MANAGEMENT, LP | 12.07K | Jun 30, 26 | +12.07K | 0.05% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 11.66K | Jun 30, 26 | +2.52K | 0.04% |
| Evanson Financial, LLC | 11.65K | Jun 30, 26 | +11.65K | 0.04% |
| McNamara Financial Services, Inc. | 11.61K | Jun 30, 26 | +272 | 0.04% |
| FLAGSTAR ADVISORS INC. | 11.07K | Jun 30, 26 | +4.33K | 0.04% |
| GLR Partners, LLC | 11.05K | Jun 30, 26 | -- | 0.04% |
| AlphaCore Capital LLC | 11.00K | Jun 30, 26 | +1.38K | 0.04% |
| CONQUIS FINANCIAL LLC | 10.85K | Jun 30, 26 | -- | 0.04% |
| Apella Capital, LLC | 10.68K | Jun 30, 26 | +49 | 0.04% |
| Farrell Financial LLC | 10.60K | Jun 30, 26 | -120 | 0.04% |
| SUTTON PLACE INVESTORS LLC | 10.49K | Jun 30, 26 | -398 | 0.04% |
| Rockefeller Capital Management L.P. | 10.30K | Jun 30, 26 | +4.18K | 0.04% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10.27K | Jun 30, 26 | +97 | 0.04% |
| HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10.23K | Jun 30, 26 | +23 | 0.04% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.23K | Jun 30, 26 | +595 | 0.04% |
| EP Wealth Advisors, LLC | 10.20K | Jun 30, 26 | -- | 0.04% |
| Conrad Siegel Investment Advisors, Inc. | 10.04K | Jun 30, 26 | -14.97K | 0.04% |
| EAGLE ROCK INVESTMENT COMPANY, LLC | 10.00K | Jun 30, 26 | -- | 0.04% |
| MATAURO, LLC | 9.89K | Jun 30, 26 | +2.97K | 0.04% |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 9.88K | Jun 30, 26 | +4.51K | 0.04% |
| Opal Wealth Advisors, LLC | 9.87K | Jun 30, 26 | +3.72K | 0.04% |
| Hudson Oak Wealth Advisory LLC | 9.79K | Jun 30, 26 | +108 | 0.04% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.63K | Jun 30, 26 | +9.63K | 0.04% |
| GAMMA Investing LLC | 9.57K | Jun 30, 26 | +335 | 0.04% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 9.07K | Jun 30, 26 | -- | 0.03% |
| DUTCH ASSET Corp | 8.95K | Jun 30, 26 | -- | 0.03% |
| Independent Wealth Network Inc. | 8.85K | Jun 30, 26 | +4 | 0.03% |
| Stratos Wealth Partners, LTD. | 8.76K | Jun 30, 26 | -45 | 0.03% |
| 21 West Wealth Management LLC | 8.47K | Jun 30, 26 | -- | 0.03% |
| PFG Investments, LLC | 8.36K | Jun 30, 26 | +3.13K | 0.03% |
| Quantinno Capital Management LP | 8.23K | Jun 30, 26 | +8.23K | 0.03% |
| Calamos Wealth Management LLC | 8.12K | Jun 30, 26 | -8.54K | 0.03% |
| Main Street Financial Solutions, LLC | 8.12K | Jun 30, 26 | +4.29K | 0.03% |
| COURIER CAPITAL LLC | 7.81K | Jun 30, 26 | +2.05K | 0.03% |
| Compass Planning Associates Inc | 7.54K | Jun 30, 26 | -- | 0.03% |
| Boston Standard Wealth Management, LLC | 7.43K | Jun 30, 26 | +58 | 0.03% |
| Sterling Investment Counsel, LLC | 7.34K | Jun 30, 26 | -- | 0.03% |
| Fidelis Capital Partners, LLC | 7.29K | Jun 30, 26 | -- | 0.03% |
| Bryn Mawr Capital Management, LLC | 7.23K | Jun 30, 26 | -- | 0.03% |
| Petersen Hastings Wealth Advisors Inc. | 7.18K | Jun 30, 26 | +800 | 0.03% |
| Steward Partners Investment Advisory, LLC | 7.14K | Jun 30, 26 | +5.64K | 0.03% |
| Prosperity Consulting Group, LLC | 7.01K | Jun 30, 26 | +711 | 0.03% |
| THOMPSON SIEGEL & WALMSLEY LLC | 6.83K | Jun 30, 26 | +9 | 0.03% |
| ST GERMAIN D J CO INC | 6.79K | Jun 30, 26 | -- | 0.03% |
| Keystone Global Partners, LLC | 6.62K | Jun 30, 26 | -1.22K | 0.03% |
| Paradigm Financial Partners, LLC | 6.57K | Jun 30, 26 | +6.57K | 0.03% |
| LVW Advisors, LLC | 6.37K | Jun 30, 26 | -- | 0.02% |
| Wealth Alliance | 6.29K | Jun 30, 26 | +176 | 0.02% |
| ARMSTRONG ADVISORY GROUP, INC | 6.15K | Jun 30, 26 | +49 | 0.02% |
| CNB Bank | 6.14K | Jun 30, 26 | -- | 0.02% |
| Manhattan West Asset Management, LLC | 5.83K | Jun 30, 26 | +756 | 0.02% |
| Baird Financial Group, Inc. | 5.80K | Jun 30, 26 | -- | 0.02% |
| Relyea Zuckerberg Hanson LLC | 5.72K | Jun 30, 26 | -- | 0.02% |
| PEAPACK GLADSTONE FINANCIAL CORP | 5.64K | Jun 30, 26 | -- | 0.02% |
| Atria Investments, Inc | 5.25K | Jun 30, 26 | +176 | 0.02% |
| Resources Investment Advisors, LLC. | 5.11K | Jun 30, 26 | -- | 0.02% |
| Peck Wealth Management, LLC | 5.08K | Jun 30, 26 | -200 | 0.02% |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 4.76K | Jun 30, 26 | -- | 0.02% |
| XY Planning Network, Inc. | 4.65K | Jun 30, 26 | +4.65K | 0.02% |
| Dakota Wealth Management | 4.55K | Jun 30, 26 | -3.72K | 0.02% |
| Advisory Services Network, LLC | 4.50K | Jun 30, 26 | +4.50K | 0.02% |
| Chesley Taft & Associates LLC | 4.50K | Jun 30, 26 | +400 | 0.02% |
| Principle Wealth Partners LLC | 4.47K | Jun 30, 26 | -- | 0.02% |
| DAVIDSON INVESTMENT ADVISORS | 4.41K | Jun 30, 26 | -665 | 0.02% |
| Graney & King, LLC | 4.40K | Jun 30, 26 | -91 | 0.02% |
| MAI Capital Management | 4.38K | Jun 30, 26 | -- | 0.02% |
| PARK AVENUE SECURITIES LLC | 4.35K | Jun 30, 26 | +168 | 0.02% |
| Fort Point Capital Partners LLC | 4.33K | Jun 30, 26 | -3.14K | 0.02% |
| LifeGoal Wealth Advisors | 4.32K | Jun 30, 26 | -1.44K | 0.02% |
| Beacon Pointe Advisors, LLC | 4.24K | Jun 30, 26 | -- | 0.02% |
| Sequoia Financial Advisors, LLC | 4.21K | Jun 30, 26 | -- | 0.02% |
| Brookwood Investment Group LLC | 4.14K | Jun 30, 26 | -- | 0.02% |
| Financial Network Wealth Management LLC | 4.09K | Jun 30, 26 | -- | 0.02% |
| BCS Private Wealth Management, Inc. | 4.00K | Jun 30, 26 | -- | 0.02% |
| North Star Investment Management Corp. | 3.96K | Jun 30, 26 | +10 | 0.02% |
| Praetorian Wealth Management, Inc. | 3.85K | Jun 30, 26 | -- | 0.01% |
| MIDDLETON & CO INC/MA | 3.80K | Jun 30, 26 | -- | 0.01% |
| CENTAURUS FINANCIAL, INC. | 2.68K | Jun 30, 26 | -629 | 0.01% |
| ATLAS CAPITAL ADVISORS LLC | 2.37K | Jun 30, 26 | +605 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.23K | Jun 30, 26 | +1 | 0.01% |
| PRIVATE TRUST CO NA | 2.02K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.86K | Jun 30, 26 | -- | 0.01% |
| TIAA TRUST, NATIONAL ASSOCIATION | 1.71K | Jun 30, 26 | -- | 0.01% |
| WealthShield Partners, LLC | 1.68K | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO OF NEVADA INC | 1.48K | Jun 30, 26 | -- | 0.01% |
| IFP Advisors, Inc | 1.22K | Jun 30, 26 | -509 | 0.00% |
| DEUTSCHE BANK AG\ | 905 | Jun 30, 26 | -1.59K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 750 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 547 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 354 | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 18 | Jun 30, 26 | +18 | 0.00% |
| Farther Finance Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -38.67K | -- |
| Modera Wealth Management, LLC | -- | Jun 30, 26 | -4.56K | -- |
| Amplius Wealth Advisors, LLC | -- | Jun 30, 26 | -4.35K | -- |
| GRIMES & COMPANY, INC. | -- | Jun 30, 26 | -8.25K | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -90 | -- |
| Nemes Rush Group LLC | -- | Jun 30, 26 | -5.93K | -- |
| Calamos Advisors LLC | -- | Jun 30, 26 | -16.66K | -- |
| Avestar Capital, LLC | -- | Jun 30, 26 | -5.27K | -- |
| Astra Wealth Partners LLC | -- | Jun 30, 26 | -4.75K | -- |
| BNP PARIBAS ARBITRAGE, SNC | -- | Jun 30, 26 | -28 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -1.11K | -- |
| Allspring Global Investments Holdings, LLC | -- | Jun 30, 26 | -25.31K | -- |
| Hamrick Investment Counsel, llc | -- | Jun 30, 26 | -2.80K | -- |
| SEVEN MILE ADVISORY | -- | Jun 30, 26 | -3.92K | -- |
| Revolve Wealth Partners, LLC | -- | Jun 30, 26 | -4.74K | -- |
| EXCEL SECURITIES & ASSOCIATES, INC. | -- | Jun 30, 26 | -11.30K | -- |
| Cornerstone Advisory, LLC | -- | Jun 30, 26 | -12.14K | -- |
| CORA CAPITAL ADVISORS LLC | -- | Jun 30, 26 | -23.70K | -- |
| CANANDAIGUA NATIONAL CORP | 5.80K | Mar 31, 26 | +5.80K | 0.02% |
| Evanson Asset Management, LLC | 4.70K | Mar 31, 26 | +24 | 0.02% |
| First Affirmative Financial Network | 4.05K | Mar 31, 26 | +4.05K | 0.02% |
| CWM, LLC | 1.20K | Mar 31, 26 | +1.20K | 0.00% |
| Northeast Financial Group, Inc. | -- | Mar 31, 26 | -5.51K | -- |
| Long Run Wealth Advisors, LLC | 10.56K | Dec 31, 25 | +23 | 0.04% |
| Dentgroup LLC | 5.92K | Dec 31, 25 | -- | 0.02% |
| CIBC Private Wealth Group, LLC | 3.52K | Dec 31, 25 | +3.52K | 0.01% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4.25K | Sep 30, 25 | +4.25K | 0.02% |
| AllSquare Wealth Management LLC | 3.40K | Sep 30, 25 | -820 | 0.01% |
| Graypoint LLC | 27.50K | Jun 30, 25 | -- | 0.11% |
| Atria Wealth Solutions, Inc. | 25.56K | Jun 30, 25 | +5.41K | 0.10% |
| AVANTAX ADVISORY SERVICES, INC. | 9.94K | Jun 30, 25 | +2.07K | 0.04% |
| Martin Worley Group | 4.21K | Jun 30, 25 | -- | 0.02% |
| J. W. Coons Advisors, LLC | 4.00K | Jun 30, 25 | -- | 0.02% |
| Orion Portfolio Solutions, LLC | 10.11K | Mar 31, 25 | -- | 0.04% |
| Eagle Ridge Investment Management | 49.42K | Dec 31, 24 | +729 | 0.19% |
| Kades & Cheifetz LLC | 16.19K | Dec 31, 24 | +41 | 0.06% |
| Merriman Wealth Management, LLC | 6.53K | Dec 31, 24 | +82 | 0.03% |
| ETFIDEA, LLC | 14.56K | Sep 30, 24 | -100 | 0.06% |
| RAYMOND JAMES & ASSOCIATES | 7.06K | Sep 30, 24 | +49 | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 6.38K | Sep 30, 24 | +24 | 0.02% |
| BUCKINGHAM STRATEGIC WEALTH, LLC | 28.10K | Jun 30, 24 | +28.10K | 0.11% |
| Cetera Advisor Networks LLC | 22.88K | Mar 31, 24 | +2.52K | 0.09% |
| Cetera Advisors LLC | 4.09K | Mar 31, 24 | +4.09K | 0.02% |
| TIAA, FSB | 54.67K | Jun 30, 23 | +4.09K | 0.21% |
| AJ WEALTH STRATEGIES, LLC | 11.57K | Jun 30, 23 | -- | 0.04% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 18.03K | Dec 31, 22 | -7.03K | 0.07% |
| BLUESTEIN R H & CO LLC | 28.33K | Sep 30, 22 | +70 | 0.11% |
| American Portfolios Advisors | 15.89K | Sep 30, 22 | +1.50K | 0.06% |
| Bell Rock Capital LLC | 7.61K | Sep 30, 22 | +7.61K | 0.03% |
| WIPFLI FINANCIAL ADVISORS LLC, | 5.82K | Sep 30, 22 | +5.82K | 0.02% |
| Covington Capital Management | 2.17K | Sep 30, 22 | -- | 0.01% |
| Fieldpoint Private Securities, LLC | 5.64K | Jun 30, 22 | +5.64K | 0.02% |
| Corbenic Partners LLC | -- | Jun 30, 22 | -1.24K | -- |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 18.08K | Dec 31, 21 | -699 | 0.07% |
| NEXT Financial Group, Inc | 558 | Dec 31, 21 | +10 | 0.00% |
| QCI ASSET MANAGEMENT INC/NY | 9.50K | Sep 30, 21 | -382 | 0.04% |
| Lenox Wealth Management, Inc. | 261 | Jun 30, 20 | +261 | 0.00% |
| Advisor Group, Inc. | 36.53K | Dec 31, 19 | +2.21K | 0.14% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 28.59K | Dec 31, 19 | +237 | 0.11% |
| Guidant Wealth Advisors | 2.31K | Sep 30, 19 | -- | 0.01% |
| RELIANCE TRUST CO OF DELAWARE | 5.00K | Mar 31, 19 | -- | 0.02% |
| ROCKEFELLER FINANCIAL SERVICES INC | 1.66K | Dec 31, 17 | +830 | 0.01% |
| Commonwealth Equity Services, Inc | 5.20K | Jun 30, 17 | +659 | 0.02% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -3.98K | -- |
| Clarity Capital KCPS Ltd. | 7.09K | Mar 31, 17 | +7.09K | 0.03% |
| BlackRock Investment Management, LLC | 4.93K | Dec 31, 16 | +246 | 0.02% |
| MSI Financial Services Inc | 3.85K | Dec 31, 16 | -655 | 0.01% |
| Gupta Wealth Management LLC | 200 | Mar 31, 16 | -- | 0.00% |
| Laidlaw Group, LLC | 4.45K | Jun 30, 15 | -- | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | 345 | Jun 30, 15 | +345 | 0.00% |
| Placemark Investments, Inc. | 1.95K | Dec 31, 14 | -9 | 0.01% |
| UBS AG | 9.85K | Sep 30, 14 | +400 | 0.04% |
| Jane Street Holding, LLC | 74.19K | Dec 31, 13 | +74.19K | 0.28% |
| KNIGHT CAPITAL GROUP LLC | 2.85K | Jun 30, 13 | +2.85K | 0.01% |
| First Allied Securities, Inc. | 600 | Jun 30, 12 | -800 | 0.00% |
| RBC Private Counsel (USA) Inc. | 375 | Sep 30, 09 | +375 | 0.00% |
| RBC Phillips, Hager & North Investment Counsel Inc. | -- | Sep 30, 09 | -975 | -- |