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Institutions Holding NYF (210 holders)

210 institutions currently hold NYF, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$59.1M0.23%
MORGAN STANLEY$46.3M0.00%
High Probability Advisors, LLC$41.2M5.27%
BANK OF AMERICA CORP /DE/$40.5M0.00%
HighTower Advisors, LLC$30.8M0.03%
Facet Wealth, Inc.$27.8M0.48%
FMR LLC$24.8M0.00%
Alesco Advisors, LLC, An ESL Co$24.5M0.62%
Legacy Edge Advisors, LLC$18.6M1.96%
HSBC HOLDINGS PLC$17.8M0.01%
SATOVSKY ASSET MANAGEMENT LLC$16.7M2.94%
ENVESTNET ASSET MANAGEMENT INC$13.2M0.00%
Klingman & Associates, LLC$12.7M0.61%
Mariner, LLC$12.0M0.01%
RWA WEALTH PARTNERS, LLC$11.9M0.13%
Composition Wealth, LLC$11.9M0.16%
LPL Financial LLC$10.9M0.00%
JPMORGAN CHASE & CO$10.2M0.00%
Cetera Investment Advisers$8.8M0.01%
Betterment LLC$8.6M0.02%
JANE STREET GROUP, LLC$8.1M0.00%
GUGGENHEIM CAPITAL LLC$7.6M0.06%
Creative Planning$7.0M0.00%
COMMONWEALTH EQUITY SERVICES, LLC$6.5M0.01%
MYECFO, LLC$6.3M2.66%
ALLIANCEBERNSTEIN L.P.$6.1M0.00%
Note Advisors, LLC$5.1M2.56%
AMERIPRISE FINANCIAL INC$5.1M0.00%
Hennion & Walsh Asset Management, Inc.$5.1M0.17%
NBT BANK N A /NY$5.1M0.33%
Whitegate Investment Counselors, Inc.$5.0M1.59%
Arrow Financial Corp$4.6M0.46%
BAILARD, INC.$4.6M0.10%
ASSETMARK, INC$4.1M0.01%
James J. Burns & Company, LLC$3.8M0.52%
Retirement Planning Group, LLC$3.6M0.11%
UBS Group AG$3.6M0.00%
WELLS FARGO & COMPANY/MN$3.6M0.00%
MERCER GLOBAL ADVISORS INC /ADV$3.4M0.01%
ALTFEST L J & CO INC$3.3M0.36%
SOA Wealth Advisors, LLC.$3.1M0.59%
Wedmont Private Capital$3.1M0.10%
Patriot Financial Group Insurance Agency, LLC$3.1M0.17%
Cascade Financial Partners, LLC$3.1M0.32%
DURANTE & WATERS, LLC$3.0M2.20%
Kestra Advisory Services, LLC$3.0M0.01%
Carnegie Investment Counsel$3.0M0.06%
CITIGROUP INC$2.9M0.00%
Magnus Financial Group LLC$2.7M0.22%
OSAIC HOLDINGS, INC.$2.6M0.00%
Equita Financial Network, Inc.$2.6M0.82%
Cerity Partners LLC$2.5M0.00%
Focus Partners Wealth$2.5M0.00%
NewEdge Wealth, LLC$2.4M0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.4M0.01%
Wealthfront Advisers LLC$2.4M0.01%
Compound Planning, Inc.$2.3M0.07%
Emergent Wealth Advisors, LLC$2.1M1.22%
CITADEL ADVISORS LLC$2.1M0.00%
Westfuller Advisors, LLC$2.0M0.86%
STIFEL FINANCIAL CORP$1.9M0.00%
Cambridge Investment Research Advisors, Inc.$1.8M0.00%
Level Financial Advisors$1.7M0.44%
Astoria Strategic Wealth, Inc.$1.7M0.43%
CAPTRUST FINANCIAL ADVISORS$1.7M0.00%
Perennial Advisors, LLC$1.6M0.27%
Wealthspire Advisors, LLC$1.6M0.01%
Francis Financial, Inc.$1.5M0.28%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M0.00%
GOLDMAN SACHS GROUP INC$1.4M0.00%
FIRST FOUNDATION ADVISORS$1.4M0.06%
Drucker Wealth 3.0, LLC$1.4M0.24%
Allspring Global Investments Holdings, LLC$1.3M0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1.3M0.00%
JONES FINANCIAL COMPANIES LLLP$1.3M0.00%
Corient Private Wealth LLC$1.3M0.00%
Conrad Siegel Investment Advisors, Inc.$1.3M0.24%
WNY Asset Management, LLC$1.3M0.14%
W.G. Shaheen & Associates DBA Whitney & Co$1.3M0.11%
MML INVESTORS SERVICES, LLC$1.3M0.00%
Trust Co$1.3M0.12%
Private Advisor Group, LLC$1.3M0.01%
CORA CAPITAL ADVISORS LLC$1.3M0.42%
BRIGHTON SECURITIES CORP.$1.3M0.60%
Empower Advisory Group, LLC$1.2M0.00%
Godfrey Financial Associates, Inc.$1.2M1.00%
Allworth Financial LP$1.2M0.00%
Members Advisory Group LLC$1.1M0.39%
Indivisible Partners$1.1M0.10%
Chicago Partners Investment Group LLC$1.1M0.02%
PROFFITT & GOODSON INC$1.0M0.16%
Cresset Asset Management, LLC$964.1K0.00%
Stonehage Fleming Financial Services Holdings Ltd$960.8K0.03%
Calamos Wealth Management LLC$884.8K0.03%
Calamos Advisors LLC$884.8K0.00%
Equitable Holdings, Inc.$884.5K0.01%
SEI INVESTMENTS CO$844.7K0.00%
HM PAYSON & CO$820.4K0.01%
ROYAL BANK OF CANADA$797.0K0.00%
Rockbridge Investment Management, LCC$778.2K0.07%
RAYMOND JAMES FINANCIAL INC$773.2K0.00%
DOPKINS WEALTH MANAGEMENT, LLC$746.0K0.30%
Focus Partners Advisor Solutions, LLC$746.0K0.01%
Hamilton Wealth, LLC$744.7K0.15%
KING LUTHER CAPITAL MANAGEMENT CORP$736.5K0.00%
NATIXIS ADVISORS, LLC$735.0K0.00%
Brio Consultants, LLC$701.9K0.09%
TIAA Wealth Investment Management LLC$685.8K0.01%
TWIN FOCUS CAPITAL PARTNERS, LLC$653.6K0.08%
Cornerstone Advisory, LLC$645.1K0.06%
Bank of New York Mellon Corp$634.7K0.00%
McNamara Financial Services, Inc.$602.2K0.11%
ASHTON THOMAS SECURITIES, LLC$600.3K0.08%
GLR Partners, LLC$586.9K0.32%
CONQUIS FINANCIAL LLC$582.9K0.48%
SUTTON PLACE INVESTORS LLC$578.5K0.32%
Apella Capital, LLC$571.2K0.01%
Farrell Financial LLC$569.5K0.34%
Orange Investment Advisors, Inc.$542.0K0.07%
EP Wealth Advisors, LLC$541.8K0.00%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$540.5K0.01%
EAGLE ROCK INVESTMENT COMPANY, LLC$531.2K0.08%
Hudson Oak Wealth Advisory LLC$514.1K0.45%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$511.6K0.01%
AlphaCore Capital LLC$510.9K0.01%
Arax Advisory Partners$508.1K0.01%
GAMMA Investing LLC$490.7K0.02%
WEALTHEDGE INVESTMENT ADVISORS, LLC$485.3K0.18%
COLDSTREAM CAPITAL MANAGEMENT INC$481.6K0.01%
DUTCH ASSET Corp$475.4K0.32%
Independent Wealth Network Inc.$470.1K0.14%
Stratos Wealth Partners, LTD.$467.8K0.01%
21 West Wealth Management LLC$450.0K0.42%
Dakota Wealth Management$439.6K0.01%
GRIMES & Co WEALTH MANAGEMENT, LLC$438.2K0.01%
Keystone Global Partners, LLC$416.3K0.18%
Compass Planning Associates Inc$400.6K0.26%
Fort Point Capital Partners LLC$397.2K0.05%
Boston Standard Wealth Management, LLC$391.9K0.06%
Sterling Investment Counsel, LLC$389.8K0.11%
FIDELIS CAPITAL PARTNERS, LLC$387.2K0.03%
Bryn Mawr Trust Advisors, LLC$383.9K0.02%
MATAURO, LLC$367.5K0.05%
THOMPSON SIEGEL & WALMSLEY LLC$362.0K0.01%
ST GERMAIN D J CO INC$360.8K0.01%
FLAGSTAR ADVISORS INC$357.7K0.13%
Petersen Hastings Wealth Advisors Inc.$338.9K0.03%
LVW Advisors, LLC$338.3K0.03%
Prosperity Consulting Group, LLC$334.7K0.01%
Opal Wealth Advisors, LLC$326.8K0.07%