How many institutions own NYF stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own NYF shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling iShares New York Muni Bond ETF stock?

ADVISER INVESTMENTS LLC, in the last quarter, reduced its stake in NYF by -22.42% restricting it's holding to 174.5 thousand shares of worth nearly $9.41M. SATOVSKY ASSET MANAGEMENT LLC also lessened -2.75% of the NYF shares from its portfolio, reducing its holding to 305.42 thousand shares of worth $16.46M. SOA WEALTH ADVISORS, LLC. also shunned NYF shares holding by -0.74% last quarter which brought its holding to 58.71 thousand shares worth $3.16M.

Investors who are buying NYF stock?

As per its latest 13F filing, GUGGENHEIM CAPITAL LLC increased its stake in NYF by 16.5% in the last quarter. The institutional holder raised its holding to 167.03 thousand shares having worth more than $9.00M. CASCADE FINANCIAL PARTNERS, LLC also added 8.28% more shares of NYF to its portfolio, raising its holding to 62.52 thousand shares of worth $3.37M. CAPTRUST FINANCIAL ADVISORS also increased its NYF shares holding by 102.37% which brought its holding to 63.4 thousand shares worth $3.42M.

NYF's major insiders: who are they?

The insider with the most stakes in NYF is N/A , N/A at the company. Additionally, NYF stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell NYF stock?

Company executives, directors, and other insiders own N/A percent of iShares New York Muni Bond ETF's stock. Within the last six months, there have been 0 transaction(s) in which NYF insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased NYF stock?

There have been 0 transaction(s) during the past 6-months in which iShares New York Muni Bond ETF insiders have bought stock, totalling 0 shares

How much of NYF does insiders own?

Around 0 iShares New York Muni Bond ETF shares are held by insiders, which represents about N/A of NYF stock.

Who is the insider with the largest stake?

NYF N/A, N/A holds the largest portfolio of the company's shares. NYF shares owned by N/A total nearly -.

Which institution holds the most shares in NYF?

ADVISER INVESTMENTS LLC is the largest institutional owner in NYF which holds 174.5 thousand shares worth $9.41M or 0.67% of the total NYF shares outstanding followed by GUGGENHEIM CAPITAL LLC with ownership of 167.03 thousand shares representing 0.64% of the NYF ownership. CASCADE FINANCIAL PARTNERS, LLC is the third largest stakeholder with 62.52 thousand shares or 0.24% of the ownership worth more than $3.37M.

Is iShares New York Muni Bond ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the NYF is concerned, it is a stock which is not optionable.

Is there a short position on NYF's shares?

Number of NYF shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding NYF shares are there?

As of today, null shares of NYF are outstanding.

Is there many float in NYF stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, NYF has null shares in float.

NYF short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for NYF is null.

iShares New York Muni Bond ETF (NYF) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. ADVISER INVESTMENTS LLC is the top corporate investor, holding 174.5K shares valued at $9.41M. A 0.67% stake in iShares New York Muni Bond ETF is owned by the company. GUGGENHEIM CAPITAL LLC owns 167.03K shares valued at $9.00M, which translates its holding of 0.64% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	ADVISER INVESTMENTS LLC	0.67%	174.5K	9.41M	-50.43K	-22.42%
Jun 30, 2026	GUGGENHEIM CAPITAL LLC	0.64%	167.03K	9M	23.66K	+16.50%
Jun 30, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.24%	62.52K	3.37M	4.78K	+8.28%
Jun 30, 2026	CAPTRUST FINANCIAL ADVISORS	0.24%	63.4K	3.42M	32.07K	+102.37%
Jun 30, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.29%	75.92K	4.09M	11.41K	+17.70%
Jun 30, 2026	CI PRIVATE WEALTH, LLC	0.24%	63.64K	3.43M	38.56K	+153.77%
Jun 30, 2026	WEALTHFRONT ADVISERS LLC	0.25%	65.48K	3.53M	20.94K	+47.02%
Jun 30, 2026	ELEQUIN SECURITIES, LLC	0.26%	66.67K	3.59M	66.67K	+100.00%
Jun 30, 2026	RETIREMENT PLANNING GROUP	0.26%	68.08K	3.67M	0	0
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.26%	69.2K	3.73M	19.48K	+39.16%
Jun 30, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.6%	157.87K	8.47M	130.23K	+471.24%
Jun 30, 2026	CREATIVE PLANNING	0.55%	144.79K	7.8M	13.5K	+10.29%
Jun 30, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.48%	126.22K	6.8M	4.2K	+3.45%
Jun 30, 2026	ENVESTNET ASSET MANAGEMENT INC	1.17%	306.42K	16.52M	57.69K	+23.19%
Jun 30, 2026	SATOVSKY ASSET MANAGEMENT LLC	1.17%	305.42K	16.46M	-8.64K	-2.75%
Jun 30, 2026	JPMORGAN CHASE & CO	0.97%	252.29K	13.6M	60.21K	+31.34%
Jun 30, 2026	LPL FINANCIAL LLC	0.91%	236.48K	12.75M	31.37K	+15.29%
Jun 30, 2026	DURANTE & WATERS, LLC	0.23%	60.46K	3.26M	3.17K	+5.53%
Jun 30, 2026	CERITY PARTNERS LLC	0.23%	59.2K	3.19M	12.16K	+25.85%
Jun 30, 2026	HIGH PROBABILITY ADVISORS, LLC	3.66%	956.14K	51.54M	180.94K	+23.34%
Jun 30, 2026		1.49%	366.33K	19.75M	15.56K	+4.44%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.35%	90.36K	4.87M	65.18K	+258.83%
Jun 30, 2026	SOA WEALTH ADVISORS, LLC.	0.24%	58.71K	3.16M	-435	-0.74%
Jun 30, 2026	KESTRA ADVISORY SERVICES, LLC	0.24%	58.31K	3.14M	1.33K	+2.33%
Jun 30, 2026	UBS GROUP AG	0.27%	70.33K	3.79M	2.56K	+3.77%
Jun 30, 2026	WELLS FARGO & COMPANY/MN	0.3%	77.9K	4.2M	10.16K	+14.99%
Jun 30, 2026	ASSETMARK, INC	0.3%	78.87K	4.25M	2.32K	+3.03%
Jun 30, 2026	ARROW FINANCIAL CORP	0.32%	82.88K	4.47M	-3.25K	-3.77%
Jun 30, 2026	BAILARD, INC.	0.32%	84.68K	4.56M	-1.29K	-1.50%
Jun 30, 2026	WHITEGATE INVESTMENT COUNSELORS, INC.	0.35%	90.22K	4.86M	-3.86K	-4.10%
Jun 30, 2026	ALTFEST L J & CO INC	0.35%	92.58K	4.99M	29.56K	+46.90%
Jun 30, 2026	WEDMONT PRIVATE CAPITAL	0.36%	94.54K	5.07M	35.98K	+61.43%
Jun 30, 2026	NBT BANK N A /NY	0.37%	97.93K	5.28M	2.72K	+2.86%
Jun 30, 2026	NOTE ADVISORS, LLC	0.39%	100.57K	5.42M	4.22K	+4.38%
Jun 30, 2026	ALLIANCEBERNSTEIN L.P.	0.39%	101.97K	5.42M	-11.49K	-10.13%
Jun 30, 2026	KLINGMAN & ASSOCIATES, LLC	0.9%	236.01K	12.72M	-3.87K	-1.61%
Jun 30, 2026	MAGNUS FINANCIAL GROUP LLC	0.23%	56.74K	3.06M	6.43K	+12.79%
Jun 30, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.23%	56.16K	3.03M	264	+0.47%
Jun 30, 2026	CITIGROUP INC	0.23%	55.94K	3.02M	1.62K	+2.98%
Jun 30, 2026	EQUITA FINANCIAL NETWORK, INC.	0.2%	49.28K	2.66M	0	0
Jun 30, 2026	STIFEL FINANCIAL CORP	0.2%	49.01K	2.64M	14.04K	+40.16%
Jun 30, 2026	JAMES J. BURNS & COMPANY, LLC	0.24%	61.53K	3.32M	-10.75K	-14.87%
Jun 30, 2026	ATOMI FINANCIAL GROUP, INC.	0.18%	43.36K	2.34M	721	+1.69%
Jun 30, 2026	LEGACY EDGE ADVISORS, LLC	1.4%	366.33K	19.75M	15.56K	+4.44%
Jun 30, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.17%	41.23K	2.22M	-3.69K	-8.22%
Jun 30, 2026	MYECFO, LLC	0.43%	112.73K	6.08M	-6.8K	-5.69%
Jun 30, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.42%	109.33K	5.89M	13.72K	+14.35%
Jun 30, 2026	AMERIPRISE FINANCIAL INC	0.41%	107.45K	5.78M	11.17K	+11.60%
Jun 30, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.2%	1.1M	59.08M	-16.91K	-1.52%
Jun 30, 2026	MORGAN STANLEY	3.55%	927.13K	49.98M	56.36K	+6.47%
Jun 30, 2026	BANK OF AMERICA CORP /DE/	3.21%	839.73K	45.27M	76.52K	+10.03%
Jun 30, 2026	HIGHTOWER ADVISORS, LLC	2.36%	617.23K	33.27M	37.99K	+6.56%
Jun 30, 2026	FACET WEALTH, INC.	2.19%	571.01K	30.78M	48.13K	+9.21%
Jun 30, 2026	ALESCO ADVISORS LLC	1.9%	495.21K	26.69M	34.17K	+7.41%
Jun 30, 2026	FMR LLC	1.86%	486.13K	26.2M	19.62K	+4.21%
Jun 30, 2026	HSBC HOLDINGS PLC	1.25%	327.7K	17.66M	-7.07K	-2.11%
Jun 30, 2026	MARINER, LLC	0.87%	227.93K	12.29M	1.72K	+0.76%
Jun 30, 2026	MIRACLE MILE ADVISORS, LLC	0.9%	233.91K	12.61M	10.79K	+4.84%
Jun 30, 2026	CETERA INVESTMENT ADVISERS	0.8%	208.83K	11.26M	42.28K	+25.39%
Jun 30, 2026	BETTERMENT LLC	0.64%	167.57K	9.03M	6.25K	+3.87%
Mar 31, 2026	FACET WEALTH, INC.	2.03%	522.88K	27.78M	15.11K	+2.98%
Mar 31, 2026	HIGHTOWER ADVISORS, LLC	2.25%	579.23K	30.77M	27.55K	+4.99%
Mar 31, 2026	CITIGROUP INC	0.21%	54.32K	2.89M	33.19K	+157.01%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.25%	64.5K	3.43M	57.86K	+871.12%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.26%	67.74K	3.6M	-11.33K	-14.32%
Mar 31, 2026	ASSETMARK, INC	0.3%	76.55K	4.07M	-10.41K	-11.97%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	49.73K	2.64M	-1.31K	-2.56%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.22%	56.98K	3.03M	1.68K	+3.04%
Mar 31, 2026	DURANTE & WATERS, LLC	0.22%	57.29K	3.04M	834	+1.48%
Mar 31, 2026	CASCADE FINANCIAL PARTNERS, LLC	0.22%	57.75K	3.07M	-480	-0.82%
Mar 31, 2026	HIGH PROBABILITY ADVISORS, LLC	3.01%	775.2K	41.18M	145.36K	+23.08%
Mar 31, 2026	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	4.33%	1.11M	59.11M	1.11M	+100.00%
Mar 31, 2026	MYECFO, LLC	0.46%	119.53K	6.35M	-5.76K	-4.60%
Mar 31, 2026	EQUITA FINANCIAL NETWORK, INC.	0.22%	49.28K	2.62M	73	+0.15%
Mar 31, 2026	FMR LLC	1.81%	466.51K	24.78M	-8.08K	-1.70%
Mar 31, 2026	CREATIVE PLANNING	0.51%	131.29K	6.97M	61.02K	+86.85%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.56%	143.38K	7.62M	35.22K	+32.57%
Mar 31, 2026	JANE STREET GROUP, LLC	0.59%	151.93K	8.07M	83.19K	+121.03%
Mar 31, 2026	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.23%	58.36K	3.1M	31.21K	+114.95%
Mar 31, 2026	BAILARD, INC.	0.33%	85.97K	4.57M	-3.22K	-3.60%
Mar 31, 2026	ARROW FINANCIAL CORP	0.33%	86.12K	4.57M	-2.35K	-2.66%
Mar 31, 2026	WHITEGATE INVESTMENT COUNSELORS, INC.	0.37%	94.08K	5M	2.49K	+2.72%
Mar 31, 2026	BETTERMENT LLC	0.63%	161.32K	8.57M	5.12K	+3.27%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	2.97%	763.21K	40.54M	87.08K	+12.88%
Mar 31, 2026	MAGNUS FINANCIAL GROUP LLC	0.2%	50.3K	2.67M	-7.83K	-13.47%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.47%	122.01K	6.48M	6.22K	+5.37%
Mar 31, 2026	MIRACLE MILE ADVISORS, LLC	0.87%	223.12K	11.85M	-48.84K	-17.96%
Mar 31, 2026	WEDMONT PRIVATE CAPITAL	0.23%	58.56K	3.13M	5.77K	+10.93%
Mar 31, 2026	SOA WEALTH ADVISORS, LLC.	0.23%	59.14K	3.14M	111	+0.19%
Mar 31, 2026	ALTFEST L J & CO INC	0.24%	63.02K	3.35M	19.26K	+44.01%
Mar 31, 2026	UBS GROUP AG	0.26%	67.78K	3.6M	-12.64K	-15.71%
Mar 31, 2026	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.22%	55.89K	2.97M	1.84K	+3.40%
Mar 31, 2026	JAMES J. BURNS & COMPANY, LLC	0.28%	72.28K	3.84M	19.28K	+36.38%
Mar 31, 2026	CERITY PARTNERS LLC	0.21%	47.04K	2.5M	7.44K	+18.78%
Mar 31, 2026	NBT BANK N A /NY	0.37%	95.21K	5.06M	-5.27K	-5.24%
Mar 31, 2026	MORGAN STANLEY	3.38%	870.76K	46.25M	324.14K	+59.30%
Mar 31, 2026	ALLIANCEBERNSTEIN L.P.	0.44%	113.46K	6.07M	13.99K	+14.06%
Mar 31, 2026	NOTE ADVISORS, LLC	0.37%	96.35K	5.12M	1.74K	+1.84%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.42%	96.27K	5.1M	11.59K	+13.69%
Mar 31, 2026	HENNION & WALSH ASSET MANAGEMENT, INC.	0.37%	95.61K	5.08M	11.44K	+13.59%
Mar 31, 2026	RETIREMENT PLANNING GROUP	0.26%	68.08K	3.62M	0	0
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.65%	166.55K	8.85M	12.46K	+8.09%
Mar 31, 2026	JPMORGAN CHASE & CO	0.75%	192.08K	10.19M	17.17K	+9.82%
Mar 31, 2026	LPL FINANCIAL LLC	0.8%	205.11K	10.9M	53.97K	+35.71%
Mar 31, 2026	LEVEL FINANCIAL ADVISORS, INC.	0.14%	32.8K	1.74M	-3.12K	-8.70%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	33.76K	1.79M	-4.63K	-12.07%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.15%	34.97K	1.86M	18.42K	+111.29%
Mar 31, 2026	WESTFULLER ADVISORS, LLC	0.17%	37.69K	2M	-10.96K	-22.53%
Mar 31, 2026		1.36%	350.77K	18.63M	56.8K	+19.32%
Mar 31, 2026	ATOMI FINANCIAL GROUP, INC.	0.19%	42.64K	2.27M	7.06K	+19.84%
Mar 31, 2026	WEALTHFRONT ADVISERS LLC	0.2%	44.53K	2.37M	5.86K	+15.14%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.2%	44.92K	2.39M	14.14K	+45.92%
Mar 31, 2026	NEWEDGE WEALTH, LLC	0.2%	45.14K	2.4M	-869	-1.89%
Mar 31, 2026	ADVISER INVESTMENTS LLC	0.87%	224.93K	11.95M	-17.41K	-7.19%
Mar 31, 2026	MARINER, LLC	0.88%	226.21K	12.02M	19.26K	+9.31%
Mar 31, 2026	KLINGMAN & ASSOCIATES, LLC	0.93%	239.88K	12.74M	4.12K	+1.75%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.97%	248.73K	13.21M	32.46K	+15.01%
Mar 31, 2026	SATOVSKY ASSET MANAGEMENT LLC	1.22%	314.06K	16.68M	-9.81K	-3.03%
Mar 31, 2026	HSBC HOLDINGS PLC	1.3%	334.77K	17.78M	11.69K	+3.62%
Mar 31, 2026	ALESCO ADVISORS LLC	1.79%	461.04K	24.49M	25.58K	+5.87%
Dec 31, 2025	HSBC HOLDINGS PLC	1.62%	323.08K	17.29M	295.48K	+1,070.21%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	3.17%	676.13K	36.18M	90.78K	+15.51%
Dec 31, 2025	ADVISER INVESTMENTS LLC	1.14%	242.34K	12.97M	58.51K	+31.83%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.02%	216.27K	11.57M	16.25K	+8.12%
Dec 31, 2025	MYECFO, LLC	0.63%	125.29K	6.7M	-2.3K	-1.80%
Dec 31, 2025	HAMILTON WEALTH, LLC	0.55%	117.63K	8.28M	112.6K	+2,236.27%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.54%	115.79K	6.2M	3.35K	+2.98%
Dec 31, 2025	NBT BANK N A /NY	0.47%	100.48K	5.38M	4.04K	+4.18%
Dec 31, 2025	ASSETMARK, INC	0.44%	86.96K	4.65M	8.55K	+10.90%
Dec 31, 2025	WHITEGATE INVESTMENT COUNSELORS, INC.	0.43%	91.59K	4.9M	-960	-1.04%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.42%	84.17K	4.5M	10.66K	+14.50%
Dec 31, 2025	ARROW FINANCIAL CORP	0.41%	88.47K	4.73M	2.4K	+2.78%
Dec 31, 2025	UBS GROUP AG	0.38%	80.41K	4.3M	11.71K	+17.04%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.37%	79.07K	4.23M	25.52K	+47.64%
Dec 31, 2025	DURANTE & WATERS, LLC	0.28%	56.46K	3.02M	8.98K	+18.91%
Dec 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.27%	54.05K	2.89M	260	+0.48%
Dec 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.27%	53K	2.84M	-3.16K	-5.63%
Dec 31, 2025	WEDMONT PRIVATE CAPITAL	0.27%	52.79K	2.84M	5.57K	+11.80%
Dec 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.25%	49.21K	2.63M	14.63K	+42.31%
Dec 31, 2025	WESTFULLER ADVISORS, LLC	0.24%	48.66K	2.6M	33.16K	+213.96%
Dec 31, 2025	OPAL WEALTH ADVISORS, LLC	0.2%	39.59K	2.12M	22.8K	+135.84%
Dec 31, 2025	WEALTHFRONT ADVISERS LLC	0.19%	38.68K	2.07M	24.72K	+177.06%
Dec 31, 2025	FRANCIS FINANCIAL, INC.	0.19%	40.03K	2.14M	0	0
Dec 31, 2025		1.48%	293.97K	15.73M	293.97K	+100.00%
Dec 31, 2025	REVOLVE WEALTH PARTNERS, LLC	0.15%	29.55K	1.58M	718	+2.49%
Dec 31, 2025	ASTORIA STRATEGIC WEALTH, INC.	0.15%	30.66K	1.64M	1.71K	+5.90%
Dec 31, 2025	COLONY GROUP, LLC	0.16%	34.01K	1.82M	19	+0.06%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	38.39K	2.05M	-230	-0.60%
Dec 31, 2025	KLINGMAN & ASSOCIATES, LLC	1.19%	235.76K	12.62M	2.58K	+1.11%
Dec 31, 2025	MIRACLE MILE ADVISORS, LLC	1.37%	271.96K	14.55M	10.6K	+4.06%
Dec 31, 2025	SATOVSKY ASSET MANAGEMENT LLC	1.52%	323.87K	17.33M	-4.69K	-1.43%
Dec 31, 2025	ALESCO ADVISORS LLC	2.19%	435.45K	23.3M	19.99K	+4.81%
Dec 31, 2025	FACET WEALTH, INC.	2.55%	507.76K	27.34M	60.42K	+13.51%
Dec 31, 2025	MORGAN STANLEY	2.57%	546.63K	29.25M	54.77K	+11.13%
Dec 31, 2025	HIGHTOWER ADVISORS, LLC	2.58%	551.68K	29.52M	123.16K	+28.74%
Dec 31, 2025	HIGH PROBABILITY ADVISORS, LLC	3.17%	629.85K	33.7M	-74.78K	-10.61%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.14%	1.1M	58.73M	56.7K	+5.45%
Dec 31, 2025	CREATIVE PLANNING	0.33%	70.26K	3.76M	1.55K	+2.25%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.4%	84.68K	4.53M	27.65K	+48.49%
Dec 31, 2025	NOTE ADVISORS, LLC	0.44%	94.6K	5.08M	16.6K	+21.28%
Dec 31, 2025	ALLIANCEBERNSTEIN L.P.	0.47%	99.47K	5.32M	7K	+7.57%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.51%	108.16K	5.79M	32.2K	+42.39%
Dec 31, 2025	FMR LLC	2.23%	474.6K	25.4M	36.96K	+8.45%
Dec 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.27%	58.23K	3.12M	0	0
Dec 31, 2025	MAGNUS FINANCIAL GROUP LLC	0.29%	58.14K	3.11M	-2.59K	-4.26%
Dec 31, 2025	ALTFEST L J & CO INC	0.22%	43.77K	2.34M	-39.16K	-47.23%
Dec 31, 2025	NEWEDGE WEALTH, LLC	0.23%	46K	2.46M	4.06K	+9.67%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.24%	51.04K	2.73M	188	+0.37%
Dec 31, 2025	SOA WEALTH ADVISORS, LLC.	0.3%	59.03K	3.16M	1.57K	+2.73%
Dec 31, 2025	RETIREMENT PLANNING GROUP	0.34%	68.08K	3.64M	-64	-0.09%
Dec 31, 2025	JANE STREET GROUP, LLC	0.35%	68.74K	3.68M	68.74K	+100.00%
Dec 31, 2025	BAILARD, INC.	0.45%	89.19K	4.77M	30.37K	+51.65%
Dec 31, 2025	LPL FINANCIAL LLC	0.71%	151.14K	8.09M	-1.16K	-0.76%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.72%	154.09K	8.25M	8.1K	+5.55%
Dec 31, 2025	BETTERMENT LLC	0.73%	156.21K	8.36M	5.51K	+3.65%
Dec 31, 2025	JPMORGAN CHASE & CO	0.82%	174.91K	9.36M	83.43K	+91.20%
Dec 31, 2025	MARINER, LLC	0.97%	206.94K	11.07M	24.4K	+13.37%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.26%	55.3K	2.96M	3.78K	+7.33%
Dec 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.18%	35.92K	1.92M	-153	-0.42%
Dec 31, 2025	CERITY PARTNERS LLC	0.19%	39.6K	2.12M	30.09K	+316.10%
Sep 30, 2025	ALTFEST L J & CO INC	0.47%	82.93K	4.42M	-28.5K	-25.58%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.43%	75.96K	4.05M	70.97K	+1,423.14%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.42%	73.51K	3.92M	-2.44K	-3.21%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.82%	145.98K	7.79M	11.88K	+8.86%
Sep 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.2%	36.08K	1.92M	-3.69K	-9.29%
Sep 30, 2025	FRANCIS FINANCIAL, INC.	0.23%	40.03K	2.14M	-5.31K	-11.71%
Sep 30, 2025	DURANTE & WATERS, LLC	0.27%	47.48K	2.53M	3.43K	+7.79%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.29%	51.52K	2.75M	9.07K	+21.37%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.3%	53.55K	2.86M	-1.83K	-3.30%
Sep 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.3%	53.79K	2.87M	2.86K	+5.61%
Sep 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.32%	56.16K	3M	-2.58K	-4.38%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.32%	57.03K	3.04M	8.32K	+17.07%
Sep 30, 2025	SOA WEALTH ADVISORS, LLC.	0.33%	57.46K	3.07M	7.7K	+15.46%
Sep 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.34%	60.72K	3.24M	27.59K	+83.29%
Sep 30, 2025	NBT BANK N A /NY	0.54%	96.44K	5.15M	-8.78K	-8.34%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.64%	112.44K	6M	26.87K	+31.41%
Sep 30, 2025	MYECFO, LLC	0.72%	127.59K	6.81M	-3.04K	-2.33%
Sep 30, 2025	BETTERMENT LLC	0.85%	150.7K	8.04M	-15.66K	-9.41%
Sep 30, 2025	LPL FINANCIAL LLC	0.86%	152.3K	8.13M	23.22K	+17.99%
Sep 30, 2025	MARINER, LLC	1.03%	182.55K	9.74M	22.03K	+13.73%
Sep 30, 2025	ADVISER INVESTMENTS LLC	1.04%	183.83K	9.81M	-169.66K	-48.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.13%	200.03K	10.67M	-5.14K	-2.50%
Sep 30, 2025	KLINGMAN & ASSOCIATES, LLC	1.32%	233.17K	12.44M	10.82K	+4.87%
Sep 30, 2025	MIRACLE MILE ADVISORS, LLC	1.48%	261.35K	13.94M	-56.47K	-17.77%
Sep 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.21%	37.57K	2M	6.77K	+21.97%
Sep 30, 2025	FORT POINT CAPITAL PARTNERS LLC	0.22%	38.27K	2.04M	38.27K	+100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.22%	38.62K	2.06M	18.23K	+89.36%
Sep 30, 2025	JPMORGAN CHASE & CO	0.52%	91.48K	4.88M	3.72K	+4.24%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.52%	92.47K	4.93M	3.59K	+4.04%
Sep 30, 2025	WHITEGATE INVESTMENT COUNSELORS, INC.	0.52%	92.55K	4.94M	5.22K	+5.98%
Sep 30, 2025	HIGH PROBABILITY ADVISORS, LLC	3.98%	704.63K	37.59M	36.13K	+5.40%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.88%	1.04M	55.53M	182.2K	+21.22%
Sep 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.16%	28.83K	1.54M	111	+0.39%
Sep 30, 2025	ALESCO ADVISORS LLC	2.35%	415.47K	22.17M	122.92K	+42.02%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	2.42%	428.52K	22.86M	46.22K	+12.09%
Sep 30, 2025	FMR LLC	2.47%	437.64K	23.35M	30.77K	+7.56%
Sep 30, 2025	FACET WEALTH, INC.	2.53%	447.34K	23.87M	54.81K	+13.96%
Sep 30, 2025	MORGAN STANLEY	2.78%	491.86K	26.24M	36.32K	+7.97%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	3.31%	585.35K	31.23M	-59.99K	-9.30%
Sep 30, 2025	SATOVSKY ASSET MANAGEMENT LLC	1.86%	328.56K	17.53M	-273	-0.08%
Sep 30, 2025	NOTE ADVISORS, LLC	0.44%	78K	4.16M	23.38K	+42.79%
Sep 30, 2025	CREATIVE PLANNING	0.39%	68.71K	3.67M	488	+0.72%
Sep 30, 2025	UBS GROUP AG	0.39%	68.71K	3.67M	-57.21K	-45.44%
Sep 30, 2025	RETIREMENT PLANNING GROUP	0.39%	68.15K	3.64M	68.15K	+100.00%
Sep 30, 2025	BAILARD, INC.	0.33%	58.81K	3.14M	18.91K	+47.39%
Sep 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.33%	58.23K	3.11M	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.29%	50.85K	2.68M	-1.93K	-3.66%
Sep 30, 2025	WEDMONT PRIVATE CAPITAL	0.27%	47.22K	2.52M	493	+1.06%
Sep 30, 2025	NEWEDGE WEALTH, LLC	0.24%	41.95K	2.25M	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.36%	63.53K	3.39M	-9.85K	-13.42%
Sep 30, 2025	ASSETMARK, INC	0.44%	78.41K	4.18M	12.89K	+19.68%
Sep 30, 2025	ASTORIA STRATEGIC WEALTH, INC.	0.16%	28.95K	1.54M	2.28K	+8.54%
Sep 30, 2025	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.11%	19.99K	1.08M	25	+0.13%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.12%	22.03K	1.18M	8.05K	+57.58%
Sep 30, 2025	TRUST CO	0.14%	24.2K	1.29M	24.2K	+100.00%
Sep 30, 2025	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.14%	24.66K	1.32M	219	+0.90%
Sep 30, 2025	PERENNIAL ADVISORS, LLC	0.14%	25.11K	1.34M	25.11K	+100.00%
Sep 30, 2025	DRUCKER WEALTH 3.0, LLC	0.14%	25.2K	1.34M	-1.5K	-5.63%
Sep 30, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.14%	25.57K	1.36M	15.37K	+150.60%
Sep 30, 2025	HSBC HOLDINGS PLC	0.16%	27.61K	1.47M	-254.39K	-90.21%
Sep 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.2%	34.58K	1.84M	11.51K	+49.88%
Sep 30, 2025	ATOMI FINANCIAL GROUP, INC.	0.18%	32.54K	1.74M	15.47K	+90.63%
Sep 30, 2025	ARROW FINANCIAL CORP	0.49%	86.08K	4.59M	-200	-0.23%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	3.81%	645.34K	33.65M	81.19K	+14.39%
Jun 30, 2025	ALTFEST L J & CO INC	0.66%	111.43K	5.81M	15.81K	+16.53%
Jun 30, 2025	MIRACLE MILE ADVISORS, LLC	1.88%	317.82K	16.57M	3.44K	+1.09%
Jun 30, 2025	WEDMONT PRIVATE CAPITAL	0.28%	46.73K	2.43M	41	+0.09%
Jun 30, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.23%	39.77K	2.07M	4.13K	+11.60%
Jun 30, 2025	ASTORIA STRATEGIC WEALTH, INC.	0.16%	26.68K	1.39M	2.04K	+8.29%
Jun 30, 2025	OLD MISSION CAPITAL LLC	0.14%	23.44K	1.22M	23.44K	+100.00%
Jun 30, 2025	PROFFITT & GOODSON INC	0.14%	23.23K	1.21M	-6.55K	-21.98%
Jun 30, 2025	EQUITA FINANCIAL NETWORK, INC.	0.14%	23.07K	1.2M	-7.6K	-24.79%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.13%	22.01K	1.15M	4.62K	+26.59%
Jun 30, 2025	BETTERMENT LLC	0.98%	166.36K	8.67M	-2.93K	-1.73%
Jun 30, 2025	MARINER, LLC	0.95%	160.51K	8.37M	-50.52K	-23.94%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.79%	134.1K	6.99M	6.37K	+4.99%
Jun 30, 2025	ALESCO ADVISORS LLC	1.73%	292.55K	15.25M	-34.46K	-10.54%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.31%	52.78K	2.75M	-33.62K	-38.91%
Jun 30, 2025	ASSETMARK, INC	0.39%	65.52K	3.42M	-5.05K	-7.16%
Jun 30, 2025	JAMES J. BURNS & COMPANY, LLC	0.35%	58.73K	3.06M	-6.08K	-9.38%
Jun 30, 2025	FRANCIS FINANCIAL, INC.	0.27%	45.34K	2.36M	-135.78K	-74.97%
Jun 30, 2025	BAILARD, INC.	0.24%	39.9K	2.08M	332	+0.84%
Jun 30, 2025	SATOVSKY ASSET MANAGEMENT LLC	1.94%	328.83K	17.15M	-2.92K	-0.88%
Jun 30, 2025	MYECFO, LLC	0.77%	130.63K	6.81M	-4.4K	-3.26%
Jun 30, 2025	REVOLVE WEALTH PARTNERS, LLC	0.17%	28.72K	1.5M	3.91K	+15.78%
Jun 30, 2025	GRAYPOINT LLC	0.16%	27.5K	1.43M	0	0
Jun 30, 2025	FIRST FOUNDATION ADVISORS	0.16%	27.07K	1.41M	27.07K	+100.00%
Jun 30, 2025	DRUCKER WEALTH 3.0, LLC	0.16%	26.7K	1.39M	7.98K	+42.63%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.16%	26.27K	1.37M	21.41K	+439.62%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.15%	25.56K	1.33M	5.41K	+26.82%
Jun 30, 2025	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.14%	24.44K	1.27M	4.48K	+22.43%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.14%	24.27K	1.27M	2.01K	+9.01%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	5.07%	858.68K	44.77M	-130.08K	-13.16%
Jun 30, 2025	MORGAN STANLEY	2.69%	455.54K	23.75M	-50.91K	-10.05%
Jun 30, 2025	JPMORGAN CHASE & CO	0.52%	87.76K	4.58M	-15.45K	-14.97%
Jun 30, 2025	ARROW FINANCIAL CORP	0.51%	86.28K	4.5M	-2.43K	-2.74%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.51%	85.57K	4.46M	27.05K	+46.22%
Jun 30, 2025		0.32%	54.63K	2.85M	2.72K	+5.25%
Jun 30, 2025	HIGH PROBABILITY ADVISORS, LLC	3.95%	668.5K	34.86M	32.36K	+5.09%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	2.26%	382.31K	19.93M	-46.32K	-10.81%
Jun 30, 2025	ADVISER INVESTMENTS LLC	2.09%	353.48K	18.43M	3.32K	+0.95%
Jun 30, 2025	JANE STREET GROUP, LLC	2.05%	347.15K	18.1M	259.66K	+296.77%
Jun 30, 2025	HSBC HOLDINGS PLC	1.67%	282K	14.7M	-1.37K	-0.48%
Jun 30, 2025	KLINGMAN & ASSOCIATES, LLC	1.31%	222.35K	11.59M	-5.53K	-2.43%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.21%	205.16K	10.7M	9.46K	+4.83%
Jun 30, 2025	LPL FINANCIAL LLC	0.76%	129.08K	6.73M	10.19K	+8.57%
Jun 30, 2025	UBS GROUP AG	0.74%	125.92K	6.57M	4.85K	+4.00%
Jun 30, 2025	NBT BANK N A /NY	0.62%	105.22K	5.49M	-1.02K	-0.96%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.52%	88.88K	4.63M	2.54K	+2.94%
Jun 30, 2025	NOTE ADVISORS, LLC	0.32%	54.63K	2.85M	2.72K	+5.25%
Jun 30, 2025	MAGNUS FINANCIAL GROUP LLC	0.2%	33.13K	1.73M	8.77K	+35.99%
Jun 30, 2025	WHITEGATE INVESTMENT COUNSELORS, INC.	0.52%	87.33K	4.55M	-21.95K	-20.08%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.45%	75.95K	3.96M	6.45K	+9.28%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.43%	73.38K	3.83M	1.65K	+2.30%
Jun 30, 2025	CREATIVE PLANNING	0.4%	68.23K	3.56M	15.97K	+30.56%
Jun 30, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.34%	58.23K	3.04M	0	0
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.25%	42.45K	2.21M	36.45K	+607.63%
Jun 30, 2025	NEWEDGE WEALTH, LLC	0.25%	41.95K	2.18M	-3.83K	-8.37%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	55.38K	2.89M	1.6K	+2.98%
Jun 30, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.3%	50.94K	2.66M	1.65K	+3.35%
Jun 30, 2025	SOA WEALTH ADVISORS, LLC.	0.29%	49.77K	2.59M	22.45K	+82.18%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.29%	48.71K	2.51M	-47.95K	-49.61%
Jun 30, 2025	DURANTE & WATERS, LLC	0.26%	44.05K	2.3M	-121	-0.27%
Jun 30, 2025	PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	0.18%	30.8K	1.61M	6.31K	+25.77%
Jun 30, 2025	COLONY GROUP, LLC	0.27%	46.48K	2.42M	264	+0.57%
Jun 30, 2025	FMR LLC	2.4%	406.87K	21.21M	71.91K	+21.47%
Jun 30, 2025	FACET WEALTH, INC.	2.32%	392.54K	20.4M	21.53K	+5.80%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.53%	86.34K	4.55M	3.12K	+3.75%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.53%	86.4K	4.55M	13.35K	+18.28%
Mar 31, 2025	ARROW FINANCIAL CORP	0.54%	88.7K	4.67M	-1.58K	-1.75%
Mar 31, 2025	ALTFEST L J & CO INC	0.58%	95.62K	5.03M	12.01K	+14.36%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.59%	96.66K	5.09M	-6.79K	-6.56%
Mar 31, 2025	KLINGMAN & ASSOCIATES, LLC	1.39%	227.89K	12M	7.56K	+3.43%
Mar 31, 2025	PROFFITT & GOODSON INC	0.18%	29.78K	1.57M	6.16K	+26.10%
Mar 31, 2025	BAILARD, INC.	0.24%	39.57K	2.08M	6.57K	+19.91%
Mar 31, 2025	DURANTE & WATERS, LLC	0.27%	44.17K	2.33M	102	+0.23%
Mar 31, 2025	NEWEDGE WEALTH, LLC	0.28%	45.78K	2.41M	8.6K	+23.13%
Mar 31, 2025	JANE STREET GROUP, LLC	0.53%	87.5K	4.61M	-108.95K	-55.46%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	53.78K	2.83M	5.13K	+10.55%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.36%	58.52K	3.08M	-4.5K	-7.14%
Mar 31, 2025	WHITEGATE INVESTMENT COUNSELORS, INC.	0.66%	109.28K	5.75M	-3.53K	-3.13%
Mar 31, 2025	CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.3%	49.29K	2.59M	49.29K	+100.00%
Mar 31, 2025	CASCADE FINANCIAL PARTNERS, LLC	0.35%	58.23K	3.07M	-1K	-1.69%
Mar 31, 2025	NBT BANK N A /NY	0.65%	106.24K	5.59M	-1.81K	-1.67%
Mar 31, 2025	LPL FINANCIAL LLC	0.72%	118.89K	6.26M	5.25K	+4.62%
Mar 31, 2025	UBS GROUP AG	0.74%	121.07K	6.37M	53.42K	+78.97%
Mar 31, 2025	FMR LLC	2.04%	334.96K	17.64M	11.79K	+3.65%
Mar 31, 2025	ADVISER INVESTMENTS LLC	2.13%	350.16K	18.44M	9.44K	+2.77%
Mar 31, 2025	FACET WEALTH, INC.	2.26%	371.01K	19.33M	-527	-0.14%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	6.01%	988.76K	52.06M	168.61K	+20.56%
Mar 31, 2025	CREATIVE PLANNING	0.32%	52.26K	2.75M	9.85K	+23.21%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.42%	69.5K	3.66M	17.91K	+34.72%
Mar 31, 2025	ASSETMARK, INC	0.43%	70.57K	3.72M	8.31K	+13.34%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.44%	71.73K	3.78M	88	+0.12%
Mar 31, 2025	MYECFO, LLC	0.82%	135.03K	7.11M	710	+0.53%
Mar 31, 2025	BETTERMENT LLC	1.03%	169.29K	8.91M	-10.04K	-5.60%
Mar 31, 2025	FRANCIS FINANCIAL, INC.	1.1%	181.13K	9.54M	59.42K	+48.82%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	1.19%	195.7K	10.3M	15.27K	+8.46%
Mar 31, 2025	MARINER, LLC	1.28%	211.03K	11.11M	5.82K	+2.84%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.78%	127.73K	6.72M	8.33K	+6.98%
Mar 31, 2025	MIRACLE MILE ADVISORS, LLC	1.91%	314.38K	16.55M	1.06K	+0.34%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	2.61%	428.63K	22.57M	18.81K	+4.59%
Mar 31, 2025	HSBC HOLDINGS PLC	1.72%	283.37K	14.92M	-30.69K	-9.77%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	3.43%	564.15K	29.7M	8.72K	+1.57%
Mar 31, 2025	MORGAN STANLEY	3.08%	506.45K	26.66M	8.36K	+1.68%
Mar 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.18%	29.21K	1.54M	585	+2.04%
Mar 31, 2025	EQUITA FINANCIAL NETWORK, INC.	0.19%	30.67K	1.61M	30.67K	+100.00%
Mar 31, 2025	LEVEL FINANCIAL ADVISORS, INC.	0.22%	35.64K	1.88M	-2.46K	-6.45%
Mar 31, 2025	JPMORGAN CHASE & CO	0.63%	103.21K	5.43M	-14.08K	-12.00%
Mar 31, 2025	SATOVSKY ASSET MANAGEMENT LLC	2.02%	331.75K	17.47M	331.75K	+100.00%
Mar 31, 2025	ALESCO ADVISORS LLC	1.99%	327.01K	17.22M	9.04K	+2.84%
Mar 31, 2025	COLONY GROUP, LLC	0.28%	46.22K	2.43M	6.56K	+16.55%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.28%	46.22K	2.43M	20.31K	+78.38%
Mar 31, 2025	WEDMONT PRIVATE CAPITAL	0.28%	46.68K	2.39M	202	+0.43%
Mar 31, 2025		0.32%	51.9K	2.73M	1.47K	+2.91%
Mar 31, 2025	JAMES J. BURNS & COMPANY, LLC	0.39%	64.81K	3.41M	-14.23K	-18.00%
Mar 31, 2024	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.16%	20.42K	1.1M	104	+0.51%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.16%	20.3K	1.09M	-2.62K	-11.45%
Mar 31, 2024	BAILARD, INC.	0.16%	20.45K	1.1M	6.61K	+47.74%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	20.91K	1.13M	24	+0.11%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.17%	21.7K	1.17M	13.42K	+162.06%
Mar 31, 2024	CREATIVE PLANNING	0.18%	23.03K	1.24M	154	+0.67%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.18%	23.88K	1.29M	2.83K	+13.41%
Mar 31, 2024	WNY ASSET MANAGEMENT, LLC	0.21%	27.12K	1.46M	2.79K	+11.46%
Mar 31, 2024	NORTHEAST FINANCIAL GROUP, INC.	0.22%	28.59K	1.54M	3.32K	+13.14%
Mar 31, 2024	PROFFITT & GOODSON INC	0.22%	29.17K	1.57M	6.51K	+28.71%
Mar 31, 2024	LEVEL FINANCIAL ADVISORS, INC.	0.31%	39.75K	2.14M	-8.07K	-16.88%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.32%	40.13K	2.16M	-5.62K	-12.29%
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.32%	41.71K	2.22M	6.13K	+17.23%
Mar 31, 2024	WEDMONT PRIVATE CAPITAL	0.38%	49.7K	2.65M	-204	-0.41%
Mar 31, 2024	JAMES J. BURNS & COMPANY, LLC	0.44%	57.23K	3.05M	-8.3K	-12.67%
Mar 31, 2024	MYECFO, LLC	0.45%	58.27K	3.59M	27.21K	+87.60%
Mar 31, 2024	CASCADE FINANCIAL PARTNERS, LLC	0.45%	59.23K	3.15M	59.23K	+100.00%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.55%	69.46K	3.73M	30.12K	+76.55%
Mar 31, 2024	UBS GROUP AG	0.58%	73.59K	3.96M	4.72K	+6.85%
Mar 31, 2024	ARROW FINANCIAL CORP	0.64%	83.53K	4.49M	-5.45K	-6.13%
Mar 31, 2024	MARINER, LLC	1.46%	190.68K	10.26M	6.6K	+3.59%
Mar 31, 2024	MIRACLE MILE ADVISORS, LLC	1.49%	193.7K	10.42M	9.82K	+5.34%
Mar 31, 2024	HSBC HOLDINGS PLC	2.2%	278.98K	15.01M	-804	-0.29%
Mar 31, 2024	ADVISER INVESTMENTS LLC	2.51%	326.43K	17.57M	774	+0.24%
Mar 31, 2024	MORGAN STANLEY	3.59%	454.93K	24.48M	94.15K	+26.09%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.77%	477.67K	25.7M	-924	-0.19%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.18%	22.88K	1.23M	2.52K	+12.37%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0.18%	23.57K	1.27M	54	+0.23%
Mar 31, 2024	ROYAL BANK OF CANADA	0.28%	35.55K	1.91M	17.7K	+99.12%
Mar 31, 2024	EAGLE RIDGE INVESTMENT MANAGEMENT	0.34%	44.04K	2.37M	-848	-1.89%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.4%	52.49K	2.82M	52.49K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.41%	52K	2.8M	-29.6K	-36.27%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.41%	52.05K	2.8M	1.57K	+3.11%
Mar 31, 2024	JANE STREET GROUP, LLC	0.43%	54.21K	2.92M	-1.16M	-95.53%
Mar 31, 2024	NBT BANK N A /NY	0.74%	95.78K	5.15M	2.1K	+2.24%
Mar 31, 2024	FRANCIS FINANCIAL, INC.	0.78%	101.54K	5.46M	38.43K	+60.89%
Mar 31, 2024	LPL FINANCIAL LLC	0.79%	100.17K	5.39M	10.25K	+11.40%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.83%	104.57K	5.64M	1.66K	+1.61%
Mar 31, 2024	WHITEGATE INVESTMENT COUNSELORS, INC.	0.98%	127.33K	6.85M	2.12K	+1.69%
Mar 31, 2024	BETTERMENT LLC	1.02%	132.55K	7.13M	19.85K	+17.61%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	1.24%	156.96K	8.45M	8.38K	+5.64%
Mar 31, 2024	OPAL WEALTH ADVISORS, LLC	1.29%	167.63K	9.02M	-576	-0.34%
Mar 31, 2024	FACET WEALTH, INC.	1.43%	185.93K	9.92M	33.59K	+22.05%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	5.5%	716.92K	38.58M	10.37K	+1.47%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.12%	14.84K	798.43K	883	+6.33%
Mar 31, 2024	KADES & CHEIFETZ LLC	0.13%	16.01K	861.28K	70	+0.44%
Mar 31, 2024	MAGNUS FINANCIAL GROUP LLC	0.13%	16.81K	904.27K	459	+2.81%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.13%	16.81K	904.44K	0	0
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.14%	17.97K	967K	2.82K	+18.60%
Mar 31, 2024	REVOLVE WEALTH PARTNERS, LLC	0.15%	18.87K	1.02M	2.31K	+13.97%
Mar 31, 2024	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.15%	19.47K	1.04M	20	+0.10%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.16%	20.11K	1.08M	-1.79K	-8.15%
Mar 31, 2024	DURANTE & WATERS, LLC	0.27%	35.5K	1.91M	-5.76K	-13.97%
Mar 31, 2024	ASSETMARK, INC	0.4%	52.28K	2.81M	2.7K	+5.44%
Mar 31, 2024		0.45%	59.23K	3.15M	59.23K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.67%	87.77K	4.72M	30.52K	+53.30%
Mar 31, 2024	ALTFEST L J & CO INC	1.51%	196.9K	10.6M	-10.38K	-5.01%
Mar 31, 2024	ALESCO ADVISORS LLC	2.08%	271.51K	14.61M	31.29K	+13.02%
Mar 31, 2024	FMR LLC	2.45%	310.5K	16.71M	27.64K	+9.77%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.47%	57.26K	3.1M	7.16K	+14.29%
Dec 31, 2023	FRANCIS FINANCIAL, INC.	0.51%	63.11K	3.41M	63.11K	+100.00%
Dec 31, 2023	JAMES J. BURNS & COMPANY, LLC	0.53%	65.54K	3.54M	-10.38K	-13.67%
Dec 31, 2023	UBS GROUP AG	0.56%	68.87K	3.73M	-17.15K	-19.94%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.67%	81.6K	4.41M	-49.81K	-37.91%
Dec 31, 2023	ARROW FINANCIAL CORP	0.73%	88.99K	4.81M	4.18K	+4.93%
Dec 31, 2023	LPL FINANCIAL LLC	0.73%	89.92K	4.86M	-829	-0.91%
Dec 31, 2023	NBT BANK N A /NY	0.76%	93.68K	5.07M	4.13K	+4.61%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.84%	102.91K	5.57M	62.57K	+155.08%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.85%	104.04K	5.63M	104.04K	+100.00%
Dec 31, 2023	BETTERMENT LLC	0.92%	112.7K	6.1M	-1.45K	-1.27%
Dec 31, 2023	WHITEGATE INVESTMENT COUNSELORS, INC.	1.02%	125.21K	6.77M	-3.67K	-2.85%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	1.21%	148.58K	8.04M	4.47K	+3.10%
Dec 31, 2023	FACET WEALTH, INC.	1.24%	152.34K	8.2M	18.37K	+13.72%
Dec 31, 2023	OPAL WEALTH ADVISORS, LLC	1.37%	168.21K	9.1M	168.21K	+100.00%
Dec 31, 2023	MIRACLE MILE ADVISORS, LLC	1.5%	183.89K	9.95M	9.65K	+5.54%
Dec 31, 2023	MARINER, LLC	1.5%	184.08K	9.96M	14.26K	+8.40%
Dec 31, 2023	ALTFEST L J & CO INC	1.69%	207.28K	11.21M	197.05K	+1,925.77%
Dec 31, 2023	ALESCO ADVISORS LLC	1.96%	240.22K	12.99M	7.2K	+3.09%
Dec 31, 2023	HSBC HOLDINGS PLC	2.28%	279.79K	15.13M	7.44K	+2.73%
Dec 31, 2023	FMR LLC	2.31%	282.87K	15.3M	-1.08K	-0.38%
Dec 31, 2023	ADVISER INVESTMENTS LLC	2.66%	325.66K	17.61M	3.18K	+0.98%
Dec 31, 2023	MORGAN STANLEY	2.94%	360.79K	19.52M	4.87K	+1.37%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.9%	478.59K	25.89M	16.93K	+3.67%
Dec 31, 2023	JANE STREET GROUP, LLC	9.88%	1.21M	65.56M	914.77K	+307.73%
Dec 31, 2023	CHICAGO PARTNERS INVESTMENT GROUP LLC	0.16%	19.45K	1.04M	1.96K	+11.21%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.16%	19.73K	1.07M	-2.93K	-12.92%
Dec 31, 2023	CONRAD SIEGEL INVESTMENT ADVISORS, INC.	0.17%	20.32K	1.1M	132	+0.65%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.17%	20.36K	1.1M	-353	-1.70%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.17%	20.89K	1.13M	-1.23K	-5.56%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.17%	21.06K	1.14M	-6.71K	-24.16%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	21.89K	1.18M	-311.95K	-93.44%
Dec 31, 2023		0.21%	25.27K	1.37M	3.2K	+14.49%
Dec 31, 2023	PROFFITT & GOODSON INC	0.18%	22.66K	1.23M	3.93K	+21.00%
Dec 31, 2023	CREATIVE PLANNING	0.19%	22.87K	1.24M	-4.52K	-16.50%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.19%	22.92K	1.24M	4.3K	+23.09%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0.19%	23.52K	1.27M	-2.61K	-9.98%
Dec 31, 2023	WNY ASSET MANAGEMENT, LLC	0.2%	24.33K	1.32M	9.43K	+63.31%
Dec 31, 2023	ISRAEL DISCOUNT BANK OF NEW YORK	0.22%	27.17K	1.47M	0	0
Dec 31, 2023	NEWEDGE WEALTH, LLC	0.29%	35.58K	1.92M	35.58K	+100.00%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.32%	39.34K	2.13M	7.69K	+24.31%
Dec 31, 2023	EAGLE RIDGE INVESTMENT MANAGEMENT	0.37%	44.89K	2.43M	-273	-0.60%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.37%	45.76K	2.47M	-1.49K	-3.15%
Dec 31, 2023	LEVEL FINANCIAL ADVISORS, INC.	0.39%	47.82K	2.59M	17.38K	+57.08%
Dec 31, 2023	ASSETMARK, INC	0.4%	49.58K	2.68M	3.41K	+7.39%
Dec 31, 2023	WEDMONT PRIVATE CAPITAL	0.41%	49.9K	2.7M	18.29K	+57.85%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0.41%	50.48K	2.73M	2.76K	+5.78%

Frequently Asked Questions