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Ishares New York Muni Bond E (NYF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
High Probability Advisors, LLC
INCREASED
Shares1,066,801 from 956,143
Change+110,658 (+12%)
Value$53.9M (+$2.4M)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares599,859 from 571,010
Change+28,849 (+5%)
Value$30.3M (-$475.4K)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares235,291 from 236,010
Change-719 (0%)
Value$11.9M (-$835.2K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares231,557 from 157,869
Change+73,688 (+47%)
Value$11.7M (+$3.2M)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
NEW
Shares147,307
Change+147,307
Value$7.4M
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares142,199 from 126,216
Change+15,983 (+13%)
Value$7.2M (+$380.2K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares139,921 from 144,788
Change-4,867 (-3%)
Value$7.1M (-$736.0K)
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares122,299 from 94,537
Change+27,762 (+29%)
Value$6.2M (+$1.1M)
Filed 2026-10-09
Myecfo, LLC
DECREASED
Shares109,390 from 112,730
Change-3,340 (-3%)
Value$5.5M (-$550.3K)
Filed 2026-10-14
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares101,245 from 109,332
Change-8,087 (-7%)
Value$5.1M (-$778.6K)
Filed 2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED
Shares99,664 from 90,224
Change+9,440 (+10%)
Value$5.0M (+$171.5K)
Filed 2026-11-02
Altfest L J & Co Inc
INCREASED
Shares97,799 from 92,584
Change+5,215 (+6%)
Value$4.9M (-$49.9K)
Filed 2026-10-27
NBT Bank, N.A.
DECREASED
Shares95,565 from 97,930
Change-2,365 (-2%)
Value$4.8M (-$451.0K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares92,463 from 78,868
Change+13,595 (+17%)
Value$4.7M (+$419.9K)
Filed 2026-10-21
Bailard, Inc.
INCREASED
Shares86,173 from 84,678
Change+1,495 (+2%)
Value$4.4M (-$211.1K)
Filed 2026-10-13
Arrow Financial Corp
DECREASED
Shares74,341 from 82,875
Change-8,534 (-10%)
Value$3.8M (-$711.7K)
Filed 2026-10-26
Durante & Waters, LLC
INCREASED
Shares61,084 from 60,461
Change+623 (+1%)
Value$3.1M (-$173.2K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares56,928 from 55,942
Change+986 (+2%)
Value$2.9M (-$139.6K)
Filed 2026-11-04
Carnegie Investment Counsel
DECREASED
Shares55,921 from 56,155
Change-234 (0%)
Value$2.8M (-$201.9K)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares55,077 from 58,313
Change-3,236 (-6%)
Value$2.8M (-$360.9K)
Filed 2026-11-02
Magnus Financial Group LLC
DECREASED
Shares53,871 from 56,735
Change-2,864 (-5%)
Value$2.7M (-$336.8K)
Filed 2026-10-21
James J. Burns & Company, LLC
DECREASED
Shares48,029 from 61,526
Change-13,497 (-22%)
Value$2.4M (-$890.2K)
Filed 2026-10-22
Sterling Investment Counsel, LLC
INCREASED
Shares40,839 from 7,338
Change+33,501 (+457%)
Value$2.1M (+$1.7M)
Filed 2026-10-19
Citizens Financial Group Inc
INCREASED
Shares39,617 from 27,647
Change+11,970 (+43%)
Value$2.0M (+$511.1K)
Filed 2026-10-23
Emergent Wealth Advisors, LLC
INCREASED
Shares38,355 from 38,057
Change+298 (+1%)
Value$1.9M (-$113.7K)
Filed 2026-10-09
Compound Planning, Inc.
DECREASED
Shares38,015 from 43,363
Change-5,348 (-12%)
Value$1.9M (-$417.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares35,264 from 31,812
Change+3,452 (+11%)
Value$1.8K (-$1.7M)
Filed 2026-11-02
Oppenheimer & Co Inc
NEW
Shares34,935
Change+34,935
Value$1.8M
Filed 2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares33,359 from 29,993
Change+3,366 (+11%)
Value$1.7M (+$68.5K)
Filed 2026-10-14
Midland Wealth Advisors, LLC
INCREASED
Shares31,678 from 12,202
Change+19,476 (+160%)
Value$1.6M (+$942.6K)
Filed 2026-10-26
Trust Co
INCREASED
Shares31,271 from 27,632
Change+3,639 (+13%)
Value$1.6M (+$90.3K)
Filed 2026-10-09
Perennial Advisors, LLC
DECREASED
Shares30,725 from 33,450
Change-2,725 (-8%)
Value$1.6M (-$250.9K)
Filed 2026-10-13
Level Financial Advisors
DECREASED
Shares29,281 from 32,184
Change-2,903 (-9%)
Value$1.5M (-$255.6K)
Filed 2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED
Shares26,905 from 24,979
Change+1,926 (+8%)
Value$1.4M (+$12.8K)
Filed 2026-11-03
Brighton Securities Corp.
INCREASED
Shares24,032 from 23,741
Change+291 (+1%)
Value$1.2M (-$65.7K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares20,088 from 20,062
Change+26 (+0%)
Value$1.0M (-$19.9K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares20,013 from 11,068
Change+8,945 (+81%)
Value$1.0M (+$414.4K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares19,747 from 16,075
Change+3,672 (+23%)
Value$997.6K (+$143.7K)
Filed 2026-10-13
Farrell Financial LLC
INCREASED
Shares18,134 from 10,602
Change+7,532 (+71%)
Value$916.1K (+$344.6K)
Filed 2026-10-16
LifeGoal Investments, LLC
INCREASED
Shares16,560 from 4,317
Change+12,243 (+284%)
Value$836.6K (+$603.9K)
Filed 2026-10-09
Layline Advisors, LLC
DECREASED
Shares15,091 from 19,640
Change-4,549 (-23%)
Value$762.4K (-$296.3K)
Filed 2026-11-02
Crestwood Advisors Group, LLC
NEW
Shares14,843
Change+14,843
Value$749.9K
Filed 2026-10-27
King Luther Capital Management Corp
UNCHANGED
Shares13,864 from 13,864
Change0 (0%)
Value$700.4K (-$46.9K)
Filed 2026-11-05
Ashton Thomas Securities, LLC
NEW
Shares12,877
Change+12,877
Value$650.6K
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
NEW
Shares12,781
Change+12,781
Value$645.7K
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares12,691 from 4,353
Change+8,338 (+192%)
Value$641 (-$234.4K)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares12,618 from 12,976
Change-358 (-3%)
Value$637.5K (-$62.0K)
Filed 2026-11-05
Evanson Financial, LLC
INCREASED
Shares12,402 from 11,649
Change+753 (+6%)
Value$626.6K (-$1.4K)
Filed 2026-10-23
Flagship Harbor Advisors, LLC
NEW
Shares12,230
Change+12,230
Value$617.9K
Filed 2026-10-26
Opal Wealth Advisors, LLC
INCREASED
Shares11,749 from 9,873
Change+1,876 (+19%)
Value$593.6K (+$61.4K)
Filed 2026-10-16
Indivisible Partners
DECREASED
Shares11,111 from 28,841
Change-17,730 (-61%)
Value$561.3K (-$993.3K)
Filed 2026-10-26
GLR Partners, LLC
UNCHANGED
Shares11,048 from 11,048
Change0 (0%)
Value$558.1K (-$37.4K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares11,029 from 10,996
Change+33 (+0%)
Value$557.2K (-$35.6K)
Filed 2026-11-04
Calamos Wealth Management LLC
INCREASED
Shares10,886 from 8,121
Change+2,765 (+34%)
Value$550.0K (+$112.2K)
Filed 2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares10,852 from 10,272
Change+580 (+6%)
Value$548.2K (-$5.5K)
Filed 2026-10-14
Matauro, LLC
INCREASED
Shares10,068 from 9,891
Change+177 (+2%)
Value$508.7K (-$24.5K)
Filed 2026-11-03
Eagle Rock Investment Company, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$505.2K (-$33.9K)
Filed 2026-10-21
Hudson Oak Wealth Advisory LLC
UNCHANGED
Shares9,787 from 9,787
Change0 (0%)
Value$494.4K (-$33.1K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares9,762 from 9,572
Change+190 (+2%)
Value$493.2K (-$22.8K)
Filed 2026-10-08
Sutton Place Investors LLC
DECREASED
Shares9,466 from 10,493
Change-1,027 (-10%)
Value$478.2K (-$87.4K)
Filed 2026-10-20
Orange Investment Advisors, Inc.
DECREASED
Shares9,300 from 10,226
Change-926 (-9%)
Value$469.8K (-$81.4K)
Filed 2026-10-23
Courier Capital LLC
INCREASED
Shares9,180 from 7,811
Change+1,369 (+18%)
Value$463.8K (+$42.7K)
Filed 2026-10-19
Dutch Asset Corp
UNCHANGED
Shares8,950 from 8,950
Change0 (0%)
Value$452.2K (-$30.3K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares8,856 from 8,853
Change+3 (+0%)
Value$447.4K (-$29.8K)
Filed 2026-10-19
21 West Wealth Management LLC
INCREASED
Shares8,615 from 8,472
Change+143 (+2%)
Value$435.2K (-$21.5K)
Filed 2026-10-13
Keybank National Association
NEW
Shares7,581
Change+7,581
Value$383.0K
Filed 2026-11-04
Compass Planning Associates Inc
UNCHANGED
Shares7,541 from 7,541
Change0 (0%)
Value$381.0K (-$25.5K)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares7,341 from 7,179
Change+162 (+2%)
Value$370.9K (-$16.1K)
Filed 2026-10-27
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares7,226 from 7,226
Change0 (0%)
Value$365.1K (-$24.5K)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
INCREASED
Shares6,856 from 6,828
Change+28 (+0%)
Value$346.0K (-$22.0K)
Filed 2026-11-05
Keystone Global Partners, LLC
INCREASED
Shares6,686 from 6,621
Change+65 (+1%)
Value$337.8K (-$19.1K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares6,354
Change+6,354
Value$321.0K
Filed 2026-10-21
Vise Technologies, Inc.
NEW
Shares6,039
Change+6,039
Value$305.1K
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares6,027 from 12,075
Change-6,048 (-50%)
Value$304.5K (-$346.4K)
Filed 2026-10-15
Relyea Zuckerberg Hanson LLC
INCREASED
Shares5,757 from 5,724
Change+33 (+1%)
Value$290.8K (-$17.7K)
Filed 2026-10-20
Wedbush Securities Inc
NEW
Shares5,734
Change+5,734
Value$290
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
NEW
Shares5,677
Change+5,677
Value$286.8K
Filed 2026-11-03
Stanich Group LLC
NEW
Shares5,542
Change+5,542
Value$280.0K
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares5,113 from 5,255
Change-142 (-3%)
Value$258.3K (-$25.0K)
Filed 2026-10-15
Partners Wealth Management, LLC
NEW
Shares4,993
Change+4,993
Value$252.3K
Filed 2026-10-28
StoneX Group Inc.
NEW
Shares4,990
Change+4,990
Value$252.1K
Filed 2026-11-03
Chesley Taft & Associates LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$227.3K (-$15.2K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
NEW
Shares4,320
Change+4,320
Value$218.2K
Filed 2026-10-16
LVW Advisors, LLC
DECREASED
Shares4,221 from 6,369
Change-2,148 (-34%)
Value$213.2K (-$130.1K)
Filed 2026-10-19
Apella Capital, LLC
DECREASED
Shares4,162 from 10,681
Change-6,519 (-61%)
Value$209.2K (-$364.7K)
Filed 2026-10-08
Breakwater Capital Group
NEW
Shares4,124
Change+4,124
Value$208.3K
Filed 2026-10-09
XY Planning Network, Inc.
DECREASED
Shares4,055 from 4,650
Change-595 (-13%)
Value$204.9K (-$45.8K)
Filed 2026-10-14
Davidson Investment Advisors
DECREASED
Shares3,960 from 4,406
Change-446 (-10%)
Value$200.1K (-$37.4K)
Filed 2026-10-20
North Star Investment Management Corp.
DECREASED
Shares3,125 from 3,960
Change-835 (-21%)
Value$157.9K (-$55.6K)
Filed 2026-10-27
Creative Financial Designs Inc
INCREASED
Shares2,228 from 2,227
Change+1 (+0%)
Value$112.6K (-$7.5K)
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$101.9K (-$6.8K)
Filed 2026-10-20
Hughes Financial Services, LLC
NEW
Shares1,508
Change+1,508
Value$78.4K
Filed 2026-10-30
IFP Advisors, Inc
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$61.4K (-$4.1K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$17.9K (-$1.2K)
Filed 2026-11-03
Peck Wealth Management, LLC
DECREASED
Shares125 from 5,075
Change-4,950 (-98%)
Value$6.3K (-$267.3K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares81
Change+81
Value$4.1K
Filed 2026-11-05
Farther Finance Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$43 (-$3)
Filed 2026-10-08
Retirement Planning Group, LLC
CLOSED
Shares0 from 68,083
Change-68,083 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-19
Equita Financial Network, Inc.
CLOSED
Shares0 from 49,278
Change-49,278 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-19
N10 Wealth, LLC
CLOSED
Shares0 from 42,540
Change-42,540 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 10,226
Change-10,226 (-100%)
Value$0 (-$551.2K)
Filed 2026-10-27
Conrad Siegel Investment Advisors, Inc.
CLOSED
Shares0 from 10,040
Change-10,040 (-100%)
Value$0 (-$541.2K)
Filed 2026-10-08
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 7,430
Change-7,430 (-100%)
Value$0 (-$399.1K)
Filed 2026-10-07
Armstrong Advisory Group, Inc
CLOSED
Shares0 from 6,149
Change-6,149 (-100%)
Value$0 (-$331.4K)
Filed 2026-10-09
Stephen J. Garry & Associates, LLC
CLOSED
Shares0 from 4,760
Change-4,760 (-100%)
Value$0 (-$256.6K)
Filed 2026-11-05
Principle Wealth Partners LLC
CLOSED
Shares0 from 4,467
Change-4,467 (-100%)
Value$0 (-$240.8K)
Filed 2026-11-02
Praetorian Wealth Management, Inc.
CLOSED
Shares0 from 3,846
Change-3,846 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-16
Middleton & Co Inc
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-23
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,095,918
Change-1,095,918 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 927,127
Change-927,127 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 839,727
Change-839,727 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 617,225
Change-617,225 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 495,210
Change-495,210 (-100%)
Value—
FMR LLC
N/A
Shares— from 486,133
Change-486,133 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 366,334
Change-366,334 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 327,700
Change-327,700 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 306,420
Change-306,420 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 305,418
Change-305,418 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 252,292
Change-252,292 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 236,481
Change-236,481 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 233,913
Change-233,913 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 227,931
Change-227,931 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 208,830
Change-208,830 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 174,500
Change-174,500 (-100%)
Value—
Betterment LLC
N/A
Shares— from 167,573
Change-167,573 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 167,032
Change-167,032 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 107,445
Change-107,445 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 101,965
Change-101,965 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 100,569
Change-100,569 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 90,357
Change-90,357 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 77,900
Change-77,900 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 75,916
Change-75,916 (-100%)
Value—
UBS Group AG
N/A
Shares— from 70,332
Change-70,332 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 69,201
Change-69,201 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 66,671
Change-66,671 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 65,476
Change-65,476 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 63,403
Change-63,403 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 62,524
Change-62,524 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 59,202
Change-59,202 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 58,709
Change-58,709 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 49,012
Change-49,012 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 41,231
Change-41,231 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 40,652
Change-40,652 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 36,481
Change-36,481 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 35,889
Change-35,889 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 35,374
Change-35,374 (-100%)
Value—
Astoria Strategic Wealth, Inc.
N/A
Shares— from 34,121
Change-34,121 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 32,929
Change-32,929 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 32,786
Change-32,786 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 32,358
Change-32,358 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 29,696
Change-29,696 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 29,266
Change-29,266 (-100%)
Value—
Francis Financial, Inc.
N/A
Shares— from 28,660
Change-28,660 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 27,625
Change-27,625 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 27,065
Change-27,065 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 24,989
Change-24,989 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 23,986
Change-23,986 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 23,930
Change-23,930 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 23,768
Change-23,768 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 23,186
Change-23,186 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 22,421
Change-22,421 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 21,884
Change-21,884 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 21,608
Change-21,608 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,351
Change-21,351 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 21,312
Change-21,312 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 20,703
Change-20,703 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,875
Change-19,875 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 18,150
Change-18,150 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 18,087
Change-18,087 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 16,523
Change-16,523 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 16,275
Change-16,275 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 15,831
Change-15,831 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 15,445
Change-15,445 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 14,305
Change-14,305 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 14,202
Change-14,202 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 13,170
Change-13,170 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 12,304
Change-12,304 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 11,659
Change-11,659 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 11,609
Change-11,609 (-100%)
Value—
Conquis Financial LLC
N/A
Shares— from 10,852
Change-10,852 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,303
Change-10,303 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
Buffalo Business & Estate Services LTD
N/A
Shares— from 9,876
Change-9,876 (-100%)
Value—
&partners
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 9,066
Change-9,066 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,364
Change-8,364 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,234
Change-8,234 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 7,290
Change-7,290 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 7,011
Change-7,011 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 6,793
Change-6,793 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,293
Change-6,293 (-100%)
Value—
CNB Bank
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 5,830
Change-5,830 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 5,803
Change-5,803 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,107
Change-5,107 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,555
Change-4,555 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,244
Change-4,244 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,211
Change-4,211 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 4,091
Change-4,091 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,684
Change-2,684 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,865
Change-1,865 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,677
Change-1,677 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,476
Change-1,476 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 905
Change-905 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 547
Change-547 (-100%)
Value—
Status
High Probability Advisors, LLC
INCREASED1,066,801956,143+110,658+12%$51.5M$53.9M+$2.4M2026-10-19
Facet Wealth, Inc.
INCREASED599,859571,010+28,849+5%$30.8M$30.3M-$475.4K2026-11-04
Klingman & Associates, LLC
DECREASED235,291236,010-7190%$12.7M$11.9M-$835.2K2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED231,557157,869+73,688+47%$8.5M$11.7M+$3.2M2026-10-13
Wealthcare Advisory Partners LLC
NEW147,307—+147,307——$7.4M—2026-10-21
Commonwealth Equity Services, LLC
INCREASED142,199126,216+15,983+13%$6.8M$7.2M+$380.2K2026-11-02
Creative Planning
DECREASED139,921144,788-4,867-3%$7.8M$7.1M-$736.0K2026-11-02
Wedmont Private Capital
INCREASED122,29994,537+27,762+29%$5.1M$6.2M+$1.1M2026-10-09
Myecfo, LLC
DECREASED109,390112,730-3,340-3%$6.1M$5.5M-$550.3K2026-10-14
Hennion & Walsh Asset Management, Inc.
DECREASED101,245109,332-8,087-7%$5.9M$5.1M-$778.6K2026-10-13
Whitegate Investment Counselors, Inc.
INCREASED99,66490,224+9,440+10%$4.9M$5.0M+$171.5K2026-11-02
Altfest L J & Co Inc
INCREASED97,79992,584+5,215+6%$5.0M$4.9M-$49.9K2026-10-27
NBT Bank, N.A.
DECREASED95,56597,930-2,365-2%$5.3M$4.8M-$451.0K2026-10-21
Assetmark, Inc
INCREASED92,46378,868+13,595+17%$4.3M$4.7M+$419.9K2026-10-21
Bailard, Inc.
INCREASED86,17384,678+1,495+2%$4.6M$4.4M-$211.1K2026-10-13
Arrow Financial Corp
DECREASED74,34182,875-8,534-10%$4.5M$3.8M-$711.7K2026-10-26
Durante & Waters, LLC
INCREASED61,08460,461+623+1%$3.3M$3.1M-$173.2K2026-10-28
Citigroup Inc
INCREASED56,92855,942+986+2%$3.0M$2.9M-$139.6K2026-11-04
Carnegie Investment Counsel
DECREASED55,92156,155-2340%$3.0M$2.8M-$201.9K2026-10-20
Kestra Advisory Services, LLC
DECREASED55,07758,313-3,236-6%$3.1M$2.8M-$360.9K2026-11-02
Magnus Financial Group LLC
DECREASED53,87156,735-2,864-5%$3.1M$2.7M-$336.8K2026-10-21
James J. Burns & Company, LLC
DECREASED48,02961,526-13,497-22%$3.3M$2.4M-$890.2K2026-10-22
Sterling Investment Counsel, LLC
INCREASED40,8397,338+33,501+457%$395.6K$2.1M+$1.7M2026-10-19
Citizens Financial Group Inc
INCREASED39,61727,647+11,970+43%$1.5M$2.0M+$511.1K2026-10-23
Emergent Wealth Advisors, LLC
INCREASED38,35538,057+298+1%$2.1M$1.9M-$113.7K2026-10-09
Compound Planning, Inc.
DECREASED38,01543,363-5,348-12%$2.3M$1.9M-$417.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED35,26431,812+3,452+11%$1.7M$1.8K-$1.7M2026-11-02
Oppenheimer & Co Inc
NEW34,935—+34,935——$1.8M—2026-10-26
Patriot Financial Group Insurance Agency, LLC
INCREASED33,35929,993+3,366+11%$1.6M$1.7M+$68.5K2026-10-14
Midland Wealth Advisors, LLC
INCREASED31,67812,202+19,476+160%$657.7K$1.6M+$942.6K2026-10-26
Trust Co
INCREASED31,27127,632+3,639+13%$1.5M$1.6M+$90.3K2026-10-09
Perennial Advisors, LLC
DECREASED30,72533,450-2,725-8%$1.8M$1.6M-$250.9K2026-10-13
Level Financial Advisors
DECREASED29,28132,184-2,903-9%$1.7M$1.5M-$255.6K2026-10-13
W.G. Shaheen & Associates DBA Whitney & Co
INCREASED26,90524,979+1,926+8%$1.3M$1.4M+$12.8K2026-11-03
Brighton Securities Corp.
INCREASED24,03223,741+291+1%$1.3M$1.2M-$65.7K2026-10-08
Chicago Partners Investment Group LLC
INCREASED20,08820,062+26+0%$1.1M$1.0M-$19.9K2026-10-27
Flagstar Securities, Inc
INCREASED20,01311,068+8,945+81%$596.7K$1.0M+$414.4K2026-10-15
SAX Wealth Advisors, LLC
INCREASED19,74716,075+3,672+23%$853.9K$997.6K+$143.7K2026-10-13
Farrell Financial LLC
INCREASED18,13410,602+7,532+71%$571.5K$916.1K+$344.6K2026-10-16
LifeGoal Investments, LLC
INCREASED16,5604,317+12,243+284%$232.7K$836.6K+$603.9K2026-10-09
Layline Advisors, LLC
DECREASED15,09119,640-4,549-23%$1.1M$762.4K-$296.3K2026-11-02
Crestwood Advisors Group, LLC
NEW14,843—+14,843——$749.9K—2026-10-27
King Luther Capital Management Corp
UNCHANGED13,86413,86400%$747.3K$700.4K-$46.9K2026-11-05
Ashton Thomas Securities, LLC
NEW12,877—+12,877——$650.6K—2026-10-26
Gerber Kawasaki Wealth & Investment Management
NEW12,781—+12,781——$645.7K—2026-10-29
Park Avenue Securities LLC
INCREASED12,6914,353+8,338+192%$235.0K$641-$234.4K2026-10-26
Bank of New York Mellon Corp
DECREASED12,61812,976-358-3%$699.5K$637.5K-$62.0K2026-11-05
Evanson Financial, LLC
INCREASED12,40211,649+753+6%$627.9K$626.6K-$1.4K2026-10-23
Flagship Harbor Advisors, LLC
NEW12,230—+12,230——$617.9K—2026-10-26
Opal Wealth Advisors, LLC
INCREASED11,7499,873+1,876+19%$532.2K$593.6K+$61.4K2026-10-16
Indivisible Partners
DECREASED11,11128,841-17,730-61%$1.6M$561.3K-$993.3K2026-10-26
GLR Partners, LLC
UNCHANGED11,04811,04800%$595.5K$558.1K-$37.4K2026-11-04
AlphaCore Capital LLC
INCREASED11,02910,996+33+0%$592.7K$557.2K-$35.6K2026-11-04
Calamos Wealth Management LLC
INCREASED10,8868,121+2,765+34%$437.8K$550.0K+$112.2K2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED10,85210,272+580+6%$553.7K$548.2K-$5.5K2026-10-14
Matauro, LLC
INCREASED10,0689,891+177+2%$533.2K$508.7K-$24.5K2026-11-03
Eagle Rock Investment Company, LLC
UNCHANGED10,00010,00000%$539.1K$505.2K-$33.9K2026-10-21
Hudson Oak Wealth Advisory LLC
UNCHANGED9,7879,78700%$527.6K$494.4K-$33.1K2026-10-16
Gamma Investing LLC
INCREASED9,7629,572+190+2%$516.0K$493.2K-$22.8K2026-10-08
Sutton Place Investors LLC
DECREASED9,46610,493-1,027-10%$565.6K$478.2K-$87.4K2026-10-20
Orange Investment Advisors, Inc.
DECREASED9,30010,226-926-9%$551.2K$469.8K-$81.4K2026-10-23
Courier Capital LLC
INCREASED9,1807,811+1,369+18%$421.1K$463.8K+$42.7K2026-10-19
Dutch Asset Corp
UNCHANGED8,9508,95000%$482.5K$452.2K-$30.3K2026-10-20
Independent Wealth Network Inc.
INCREASED8,8568,853+3+0%$477.2K$447.4K-$29.8K2026-10-19
21 West Wealth Management LLC
INCREASED8,6158,472+143+2%$456.7K$435.2K-$21.5K2026-10-13
Keybank National Association
NEW7,581—+7,581——$383.0K—2026-11-04
Compass Planning Associates Inc
UNCHANGED7,5417,54100%$406.5K$381.0K-$25.5K2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED7,3417,179+162+2%$387.0K$370.9K-$16.1K2026-10-27
Bryn Mawr Trust Advisors, LLC
UNCHANGED7,2267,22600%$389.5K$365.1K-$24.5K2026-11-04
Thompson Siegel & Walmsley LLC
INCREASED6,8566,828+28+0%$368.0K$346.0K-$22.0K2026-11-05
Keystone Global Partners, LLC
INCREASED6,6866,621+65+1%$356.9K$337.8K-$19.1K2026-10-13
Root Financial Partners, LLC
NEW6,354—+6,354——$321.0K—2026-10-21
Vise Technologies, Inc.
NEW6,039—+6,039——$305.1K—2026-10-29
Mission Wealth Management, LP
DECREASED6,02712,075-6,048-50%$650.9K$304.5K-$346.4K2026-10-15
Relyea Zuckerberg Hanson LLC
INCREASED5,7575,724+33+1%$308.6K$290.8K-$17.7K2026-10-20
Wedbush Securities Inc
NEW5,734—+5,734——$290—2026-10-22
Ashton Thomas Private Wealth, LLC
NEW5,677—+5,677——$286.8K—2026-11-03
Stanich Group LLC
NEW5,542—+5,542——$280.0K—2026-10-16
Atria Investments, Inc
DECREASED5,1135,255-142-3%$283.3K$258.3K-$25.0K2026-10-15
Partners Wealth Management, LLC
NEW4,993—+4,993——$252.3K—2026-10-28
StoneX Group Inc.
NEW4,990—+4,990——$252.1K—2026-11-03
Chesley Taft & Associates LLC
UNCHANGED4,5004,50000%$242.6K$227.3K-$15.2K2026-10-13
Concurrent Investment Advisors, LLC
NEW4,320—+4,320——$218.2K—2026-10-16
LVW Advisors, LLC
DECREASED4,2216,369-2,148-34%$343.3K$213.2K-$130.1K2026-10-19
Apella Capital, LLC
DECREASED4,16210,681-6,519-61%$573.9K$209.2K-$364.7K2026-10-08
Breakwater Capital Group
NEW4,124—+4,124——$208.3K—2026-10-09
XY Planning Network, Inc.
DECREASED4,0554,650-595-13%$250.7K$204.9K-$45.8K2026-10-14
Davidson Investment Advisors
DECREASED3,9604,406-446-10%$237.5K$200.1K-$37.4K2026-10-20
North Star Investment Management Corp.
DECREASED3,1253,960-835-21%$213.5K$157.9K-$55.6K2026-10-27
Creative Financial Designs Inc
INCREASED2,2282,227+1+0%$120.1K$112.6K-$7.5K2026-11-04
Private Trust Co NA
UNCHANGED2,0182,01800%$108.8K$101.9K-$6.8K2026-10-20
Hughes Financial Services, LLC
NEW1,508—+1,508——$78.4K—2026-10-30
IFP Advisors, Inc
UNCHANGED1,2161,21600%$65.5K$61.4K-$4.1K2026-10-16
Parallel Advisors, LLC
UNCHANGED35435400%$19.1K$17.9K-$1.2K2026-11-03
Peck Wealth Management, LLC
DECREASED1255,075-4,950-98%$273.6K$6.3K-$267.3K2026-10-29
Jacobi Capital Management LLC
NEW81—+81——$4.1K—2026-11-05
Farther Finance Advisors, LLC
UNCHANGED1100%$46$43-$32026-10-08
Retirement Planning Group, LLC
CLOSED068,083-68,083-100%$3.7M$0-$3.7M2026-10-19
Equita Financial Network, Inc.
CLOSED049,278-49,278-100%$2.7M$0-$2.7M2026-10-19
N10 Wealth, LLC
CLOSED042,540-42,540-100%$2.3M$0-$2.3M2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED010,226-10,226-100%$551.2K$0-$551.2K2026-10-27
Conrad Siegel Investment Advisors, Inc.
CLOSED010,040-10,040-100%$541.2K$0-$541.2K2026-10-08
Boston Standard Wealth Management, LLC
CLOSED07,430-7,430-100%$399.1K$0-$399.1K2026-10-07
Armstrong Advisory Group, Inc
CLOSED06,149-6,149-100%$331.4K$0-$331.4K2026-10-09
Stephen J. Garry & Associates, LLC
CLOSED04,760-4,760-100%$256.6K$0-$256.6K2026-11-05
Principle Wealth Partners LLC
CLOSED04,467-4,467-100%$240.8K$0-$240.8K2026-11-02
Praetorian Wealth Management, Inc.
CLOSED03,846-3,846-100%$207.3K$0-$207.3K2026-10-16
Middleton & Co Inc
CLOSED03,800-3,800-100%$204.8K$0-$204.8K2026-10-23
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,095,918-1,095,918-100%$59.1M———
Morgan Stanley
N/A—927,127-927,127-100%$50.0M———
Bank of America Corp
N/A—839,727-839,727-100%$45.3M———
HighTower Advisors, LLC
N/A—617,225-617,225-100%$33.3M———
Alesco Advisors, LLC, An ESL Co
N/A—495,210-495,210-100%$26.7M———
FMR LLC
N/A—486,133-486,133-100%$26.2M———
Legacy Edge Advisors, LLC
N/A—366,334-366,334-100%$19.7M———
HSBC Holdings PLC
N/A—327,700-327,700-100%$17.7M———
Envestnet Asset Management Inc
N/A—306,420-306,420-100%$16.5M———
Satovsky Asset Management LLC
N/A—305,418-305,418-100%$16.5M———
JPMorgan Chase & Co
N/A—252,292-252,292-100%$13.6M———
LPL Financial LLC
N/A—236,481-236,481-100%$12.7M———
Composition Wealth, LLC
N/A—233,913-233,913-100%$12.6M———
Mariner, LLC
N/A—227,931-227,931-100%$12.3M———
Cetera Investment Advisers
N/A—208,830-208,830-100%$11.3M———
RWA Wealth Partners, LLC
N/A—174,500-174,500-100%$9.4M———
Betterment LLC
N/A—167,573-167,573-100%$9.0M———
Guggenheim Capital LLC
N/A—167,032-167,032-100%$9.0M———
Ameriprise Financial Inc
N/A—107,445-107,445-100%$5.8M———
Alliancebernstein L.P.
N/A—101,965-101,965-100%$5.4M———
Note Advisors, LLC
N/A—100,569-100,569-100%$5.4M———
Northwestern Mutual Wealth Management Co
N/A—90,357-90,357-100%$4.9M———
Wells Fargo & Company
N/A—77,900-77,900-100%$4.2M———
Mercer Global Advisors Inc
N/A—75,916-75,916-100%$4.1M———
UBS Group AG
N/A—70,332-70,332-100%$3.8M———
Osaic Holdings, Inc.
N/A—69,201-69,201-100%$3.7M———
Elequin Capital, LP
N/A—66,671-66,671-100%$3.6M———
Wealthfront Advisers LLC
N/A—65,476-65,476-100%$3.5M———
Captrust Financial Advisors
N/A—63,403-63,403-100%$3.4M———
Cascade Financial Partners, LLC
N/A—62,524-62,524-100%$3.4M———
Cerity Partners LLC
N/A—59,202-59,202-100%$3.2M———
SOA Wealth Advisors, Llc.
N/A—58,709-58,709-100%$3.2M———
Stifel Financial Corp
N/A—49,012-49,012-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—41,231-41,231-100%$2.2M———
Focus Partners Wealth
N/A—40,652-40,652-100%$2.2M———
Jane Street Group, LLC
N/A—36,481-36,481-100%$2.0M———
MML Investors Services, LLC
N/A—35,889-35,889-100%$1.9M———
Pine Valley Investments Ltd Liability Co
N/A—35,374-35,374-100%$1.9M———
Astoria Strategic Wealth, Inc.
N/A—34,121-34,121-100%$1.8M———
Wealthspire Advisors, LLC
N/A—32,929-32,929-100%$1.8M———
Goldman Sachs Group Inc
N/A—32,786-32,786-100%$1.8M———
Westfuller Advisors, LLC
N/A—32,358-32,358-100%$1.7M———
Jones Financial Companies Lllp
N/A—29,696-29,696-100%$1.6M———
Arax Advisory Partners
N/A—29,266-29,266-100%$1.6M———
Francis Financial, Inc.
N/A—28,660-28,660-100%$1.5M———
Drucker Wealth 3.0, LLC
N/A—27,625-27,625-100%$1.5M———
First Foundation Advisors
N/A—27,065-27,065-100%$1.5M———
NewEdge Wealth, LLC
N/A—24,989-24,989-100%$1.3M———
Private Advisor Group, LLC
N/A—23,986-23,986-100%$1.3M———
Allworth Financial LP
N/A—23,930-23,930-100%$1.3M———
Equitable Holdings, Inc.
N/A—23,768-23,768-100%$1.3M———
Empower Advisory Group, LLC
N/A—23,186-23,186-100%$1.2M———
WNY Asset Management, LLC
N/A—22,421-22,421-100%$1.2M———
Godfrey Financial Associates, Inc.
N/A—21,884-21,884-100%$1.2M———
Tiaa Wealth Investment Management LLC
N/A—21,608-21,608-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—21,351-21,351-100%$1.2M———
Members Advisory Group LLC
N/A—21,312-21,312-100%$1.1M———
Rockbridge Investment Management, LCC
N/A—20,703-20,703-100%$1.1M———
Royal Bank of Canada
N/A—19,875-19,875-100%$1.1M———
Cresset Asset Management, LLC
N/A—18,150-18,150-100%$978.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—18,087-18,087-100%$975.0K———
Proffitt & Goodson Inc
N/A—16,523-16,523-100%$890.7K———
Natixis Advisors, LLC
N/A—16,275-16,275-100%$877.0K———
SEI Investments Co
N/A—15,831-15,831-100%$853.4K———
HM Payson & Co
N/A—15,445-15,445-100%$832.6K———
Raymond James Financial Inc
N/A—14,700-14,700-100%$792.4K———
Hamilton Wealth, LLC
N/A—14,305-14,305-100%$771.1K———
Brio Consultants, LLC
N/A—14,202-14,202-100%$765.6K———
Focus Partners Advisor Solutions, LLC
N/A—13,170-13,170-100%$709.9K———
Dopkins Wealth Management, LLC
N/A—13,170-13,170-100%$709.9K———
Twin Focus Capital Partners, LLC
N/A—12,304-12,304-100%$663.2K———
Wealthedge Investment Advisors, LLC
N/A—11,659-11,659-100%$628.5K———
McNamara Financial Services, Inc.
N/A—11,609-11,609-100%$625.8K———
Conquis Financial LLC
N/A—10,852-10,852-100%$585.0K———
Rockefeller Capital Management L.P.
N/A—10,303-10,303-100%$555.4K———
EP Wealth Advisors, LLC
N/A—10,199-10,199-100%$549.8K———
Buffalo Business & Estate Services LTD
N/A—9,876-9,876-100%$532.4K———
&partners
N/A—9,632-9,632-100%$519.2K———
Coldstream Capital Management Inc
N/A—9,066-9,066-100%$488.7K———
Stratos Wealth Partners, Ltd.
N/A—8,761-8,761-100%$472.3K———
PFG Investments, LLC
N/A—8,364-8,364-100%$450.9K———
Quantinno Capital Management LP
N/A—8,234-8,234-100%$443.9K———
Main Street Financial Solutions, LLC
N/A—8,117-8,117-100%$437.5K———
Fidelis Capital Partners, LLC
N/A—7,290-7,290-100%$393.0K———
Steward Partners Investment Advisory, LLC
N/A—7,136-7,136-100%$384.7K———
Prosperity Consulting Group, LLC
N/A—7,011-7,011-100%$377.9K———
ST Germain D J Co Inc
N/A—6,793-6,793-100%$366.2K———
Trivium Point Advisory, LLC
N/A—6,572-6,572-100%$354.3K———
Wealth Alliance, LLC
N/A—6,293-6,293-100%$339.2K———
CNB Bank
N/A—6,139-6,139-100%$330.9K———
Manhattan West Asset Management, LLC
N/A—5,830-5,830-100%$314.3K———
Baird Financial Group, Inc.
N/A—5,803-5,803-100%$312.8K———
Peapack Gladstone Financial Corp
N/A—5,640-5,640-100%$304.0K———
OneDigital Investment Advisors LLC
N/A—5,107-5,107-100%$275.3K———
Dakota Wealth Management
N/A—4,555-4,555-100%$245.5K———
Advisory Services Network, LLC
N/A—4,500-4,500-100%$242.6K———
Graney & King, LLC
N/A—4,398-4,398-100%$237.1K———
MAI Capital Management
N/A—4,385-4,385-100%$236.4K———
Fort Point Capital Partners LLC
N/A—4,334-4,334-100%$233.6K———
Beacon Pointe Advisors, LLC
N/A—4,244-4,244-100%$228.7K———
Sequoia Financial Advisors, LLC
N/A—4,211-4,211-100%$227.0K———
Brookwood Investment Group LLC
N/A—4,141-4,141-100%$223.2K———
Olde Wealth Management, LLC
N/A—4,091-4,091-100%$220.0K———
BCS Private Wealth Management, Inc.
N/A—4,000-4,000-100%$215.6K———
Centaurus Financial, Inc.
N/A—2,684-2,684-100%$145.0K———
Atlas Capital Advisors Inc.
N/A—2,369-2,369-100%$127.7K———
Bank of Montreal
N/A—1,865-1,865-100%$100.5K———
Tiaa Trust, National Association
N/A—1,712-1,712-100%$92.3K———
WealthShield Partners, LLC
N/A—1,677-1,677-100%$90.4K———
Whittier Trust Co of Nevada Inc
N/A—1,476-1,476-100%$79.3K———
Deutsche Bank Ag\
N/A—905-905-100%$48.8K———
PNC Financial Services Group, Inc.
N/A—750-750-100%$40.4K———
Smartleaf Asset Management LLC
N/A—547-547-100%$29.5K———
Showing 221 of 221 institutions