PHO(PHO)
PHO
$68.07—Stale · unknown old
NASDAQ • Last print unknown ago
$68.07—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.60M | Jun 30, 26 | +34.34K | 5.73% |
| MORGAN STANLEY | 1.30M | Jun 30, 26 | -18.04K | 4.67% |
| LPL Financial LLC | 804.16K | Jun 30, 26 | -31.94K | 2.88% |
| 1832 Asset Management L.P. | 606.07K | Jun 30, 26 | +43.15K | 2.17% |
| Perigon Wealth Management, LLC | 477.46K | Jun 30, 26 | +50.24K | 1.71% |
| Atria Investments, Inc | 458.77K | Jun 30, 26 | +104.80K | 1.64% |
| RAYMOND JAMES FINANCIAL INC | 346.91K | Jun 30, 26 | -73.02K | 1.24% |
| ROYAL BANK OF CANADA | 323.31K | Jun 30, 26 | -12.12K | 1.16% |
| UBS Group AG | 302.91K | Jun 30, 26 | -364.56K | 1.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 287.44K | Jun 30, 26 | -7.82K | 1.03% |
| Cetera Investment Advisers | 199.88K | Jun 30, 26 | -21.88K | 0.72% |
| WELLS FARGO & COMPANY/MN | 192.92K | Jun 30, 26 | -12.44K | 0.69% |
| SNS Financial Group, LLC | 185.55K | Jun 30, 26 | +185.55K | 0.66% |
| Prism Advisors, Inc. | 179.12K | Jun 30, 26 | -7.31K | 0.64% |
| ADVISOR GROUP HOLDINGS, INC. | 166.19K | Jun 30, 26 | +5.18K | 0.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 156.10K | Jun 30, 26 | -8.07K | 0.56% |
| BLAIR WILLIAM & CO/IL | 144.53K | Jun 30, 26 | +2.48K | 0.52% |
| AMERIPRISE FINANCIAL INC | 123.67K | Jun 30, 26 | +64.95K | 0.44% |
| Hamilton Wealth, LLC | 119.99K | Jun 30, 26 | -3.53K | 0.43% |
| D.A. DAVIDSON & CO. | 99.89K | Jun 30, 26 | +29.78K | 0.36% |
| WealthSpring Partners, LLC | 99.34K | Jun 30, 26 | +2.66K | 0.36% |
| Sage Capital Management, LLC | 96.85K | Jun 30, 26 | -316 | 0.35% |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 84.07K | Jun 30, 26 | -10.82K | 0.30% |
| ALLSTREET CAPITAL ADVISORS LLC | 77.39K | Jun 30, 26 | +227 | 0.28% |
| STIFEL FINANCIAL CORP | 77.12K | Jun 30, 26 | +3.27K | 0.28% |
| Kestra Advisory Services, LLC | 76.07K | Jun 30, 26 | -8.77K | 0.27% |
| Conservest Capital Advisors, Inc. | 70.06K | Jun 30, 26 | +1.64K | 0.25% |
| Creative Planning | 64.89K | Jun 30, 26 | -602 | 0.23% |
| Colony Group, LLC | 64.18K | Jun 30, 26 | +15.55K | 0.23% |
| JONES FINANCIAL COMPANIES LLLP | 60.16K | Jun 30, 26 | +4.06K | 0.22% |
| Raab & Moskowitz Asset Management LLC | 57.39K | Jun 30, 26 | -367 | 0.21% |
| IFP Advisors, Inc | 56.74K | Jun 30, 26 | +650 | 0.20% |
| Cerity Partners LLC | 55.62K | Jun 30, 26 | -2.53K | 0.20% |
| Beacon Pointe Advisors, LLC | 53.88K | Jun 30, 26 | +1.88K | 0.19% |
| BNP PARIBAS ARBITRAGE, SNC | 52.08K | Jun 30, 26 | +11.29K | 0.19% |
| Linscomb & Williams, Inc. | 51.01K | Jun 30, 26 | -7.40K | 0.18% |
| MERCER GLOBAL ADVISORS INC /ADV | 50.51K | Jun 30, 26 | +1.00K | 0.18% |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 50.41K | Jun 30, 26 | -143 | 0.18% |
| SCOTIA CAPITAL INC. | 48.79K | Jun 30, 26 | -607 | 0.17% |
| COMMERCE BANK | 47.76K | Jun 30, 26 | -8.06K | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 41.85K | Jun 30, 26 | +5.53K | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 41.73K | Jun 30, 26 | +2.04K | 0.15% |
| HighTower Advisors, LLC | 41.03K | Jun 30, 26 | -10.37K | 0.15% |
| JPMORGAN CHASE & CO | 34.98K | Jun 30, 26 | -384 | 0.13% |
| FMR LLC | 34.13K | Jun 30, 26 | +1.45K | 0.12% |
| Verity Asset Management, Inc. | 33.13K | Jun 30, 26 | +397 | 0.12% |
| Chicago Partners Investment Group LLC | 31.98K | Jun 30, 26 | +4 | 0.11% |
| Rockingstone Advisors LLC | 31.21K | Jun 30, 26 | +125 | 0.11% |
| SeaCrest Wealth Management, LLC | 29.88K | Jun 30, 26 | +13.38K | 0.11% |
| O'ROURKE & COMPANY, Inc | 29.57K | Jun 30, 26 | -87 | 0.11% |
| Integrated Wealth Concepts LLC | 28.26K | Jun 30, 26 | +14.72K | 0.10% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 28.12K | Jun 30, 26 | +858 | 0.10% |
| Rockefeller Capital Management L.P. | 26.99K | Jun 30, 26 | -2.66K | 0.10% |
| Curbstone Financial Management Corp | 26.15K | Jun 30, 26 | -550 | 0.09% |
| Hilltop Holdings Inc. | 26.15K | Jun 30, 26 | -- | 0.09% |
| Bravias Capital Group, LLC | 26.02K | Jun 30, 26 | +776 | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 25.62K | Jun 30, 26 | +1.93K | 0.09% |
| Trust Co | 25.07K | Jun 30, 26 | -- | 0.09% |
| MML INVESTORS SERVICES, LLC | 24.56K | Jun 30, 26 | +5.96K | 0.09% |
| GUARDIAN CAPITAL LP | 23.90K | Jun 30, 26 | +600 | 0.09% |
| IHT Wealth Management, LLC | 22.90K | Jun 30, 26 | +14.17K | 0.08% |
| OPPENHEIMER & CO INC | 22.83K | Jun 30, 26 | +4.29K | 0.08% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 22.82K | Jun 30, 26 | -2.64K | 0.08% |
| J.W. COLE ADVISORS, INC. | 22.03K | Jun 30, 26 | -3.86K | 0.08% |
| Steward Partners Investment Advisory, LLC | 21.75K | Jun 30, 26 | -2.11K | 0.08% |
| Janney Montgomery Scott LLC | 20.49K | Jun 30, 26 | -4.26K | 0.07% |
| Private Advisor Group, LLC | 20.41K | Jun 30, 26 | -7.87K | 0.07% |
| PFG Investments, LLC | 20.24K | Jun 30, 26 | -141 | 0.07% |
| Bond & Devick Financial Network, Inc. | 20.23K | Jun 30, 26 | +24 | 0.07% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 20.19K | Jun 30, 26 | -- | 0.07% |
| Summit Financial, LLC | 19.23K | Jun 30, 26 | +887 | 0.07% |
| WEATHERLY ASSET MANAGEMENT L. P. | 18.97K | Jun 30, 26 | -- | 0.07% |
| CI Private Wealth, LLC | 18.64K | Jun 30, 26 | -611 | 0.07% |
| BlackRock, Inc. | 18.61K | Jun 30, 26 | -121 | 0.07% |
| MUSTICO FINANCIAL GROUP, INC. | 18.58K | Jun 30, 26 | +1.16K | 0.07% |
| CIBC Bancorp USA Inc. | 18.46K | Jun 30, 26 | +10 | 0.07% |
| NewEdge Advisors, LLC | 18.28K | Jun 30, 26 | +1.24K | 0.07% |
| Miracle Mile Advisors, LLC | 18.15K | Jun 30, 26 | +144 | 0.07% |
| Secure Asset Management, LLC | 16.54K | Jun 30, 26 | -53 | 0.06% |
| Capital Analysts, LLC | 16.43K | Jun 30, 26 | -2.93K | 0.06% |
| American Institute for Advanced Investment Management, LLP | 16.33K | Jun 30, 26 | -110 | 0.06% |
| GLENMEDE TRUST CO NA | 16.25K | Jun 30, 26 | -- | 0.06% |
| RETIREMENT INCOME SOLUTIONS, INC | 16.19K | Jun 30, 26 | -- | 0.06% |
| ROBERTS GLORE & CO INC /IL/ | 16.16K | Jun 30, 26 | -- | 0.06% |
| Fox Hill Wealth Management | 16.11K | Jun 30, 26 | -125 | 0.06% |
| Gouws Capital LLC | 16.00K | Jun 30, 26 | -- | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 15.48K | Jun 30, 26 | -1.49K | 0.06% |
| Spire Wealth Management | 15.38K | Jun 30, 26 | -49 | 0.06% |
| Dynamic Advisor Solutions LLC | 15.29K | Jun 30, 26 | -811 | 0.05% |
| Mariner, LLC | 15.06K | Jun 30, 26 | +477 | 0.05% |
| Glen Eagle Advisors, LLC | 14.80K | Jun 30, 26 | -497 | 0.05% |
| MAI Capital Management | 14.73K | Jun 30, 26 | +1.69K | 0.05% |
| AlphaCore Capital LLC | 14.14K | Jun 30, 26 | +12.63K | 0.05% |
| FSM Wealth Advisors, LLC | 14.01K | Jun 30, 26 | -27 | 0.05% |
| EQUITABLE TRUST CO | 13.94K | Jun 30, 26 | -- | 0.05% |
| Arkadios Wealth Advisors | 13.89K | Jun 30, 26 | -7 | 0.05% |
| Resources Investment Advisors, LLC. | 13.80K | Jun 30, 26 | +226 | 0.05% |
| WHITTIER TRUST CO OF NEVADA INC | 13.25K | Jun 30, 26 | -- | 0.05% |
| Wealthcare Advisory Partners LLC | 12.89K | Jun 30, 26 | -1.24K | 0.05% |
| Cresset Asset Management, LLC | 12.81K | Jun 30, 26 | -751 | 0.05% |
| Elk River Wealth Management, LLC | 12.63K | Jun 30, 26 | -- | 0.05% |
| TRUIST FINANCIAL CORP | 12.49K | Jun 30, 26 | -811 | 0.04% |
| AE Wealth Management LLC | 12.45K | Jun 30, 26 | +11.64K | 0.04% |
| LexAurum Advisors, LLC | 12.33K | Jun 30, 26 | -63 | 0.04% |
| Apollon Wealth Management, LLC | 12.33K | Jun 30, 26 | +426 | 0.04% |
| ALTFEST L J & CO INC | 11.98K | Jun 30, 26 | -- | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.91K | Jun 30, 26 | +6.26K | 0.04% |
| Baird Financial Group, Inc. | 11.79K | Jun 30, 26 | +44 | 0.04% |
| OVERSEA-CHINESE BANKING Corp Ltd | 11.57K | Jun 30, 26 | -31 | 0.04% |
| First City Capital Management, Inc. | 11.34K | Jun 30, 26 | -- | 0.04% |
| NewEdge Wealth, LLC | 11.28K | Jun 30, 26 | +134 | 0.04% |
| NTV ASSET MANAGEMENT LLC | 11.13K | Jun 30, 26 | -290 | 0.04% |
| HM PAYSON & CO | 10.90K | Jun 30, 26 | -- | 0.04% |
| CITADEL ADVISORS LLC | 10.70K | Jun 30, 26 | +10.70K | 0.04% |
| SRS Capital Advisors, Inc. | 10.55K | Jun 30, 26 | +8.65K | 0.04% |
| Stamos Capital Partners, L.P. | 10.48K | Jun 30, 26 | +631 | 0.04% |
| Waverly Advisors, LLC | 10.39K | Jun 30, 26 | +4.49K | 0.04% |
| Neuberger Berman Group LLC | 10.35K | Jun 30, 26 | -- | 0.04% |
| US BANCORP \DE\ | 9.88K | Jun 30, 26 | -560 | 0.04% |
| GOLDMAN SACHS GROUP INC | 9.40K | Jun 30, 26 | +9.40K | 0.03% |
| CHOREO, LLC | 9.33K | Jun 30, 26 | -- | 0.03% |
| Crestwood Advisors Group LLC | 9.18K | Jun 30, 26 | -554 | 0.03% |
| Lynx Investment Advisory | 9.09K | Jun 30, 26 | +1 | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 9.04K | Jun 30, 26 | +4.53K | 0.03% |
| NORTH STAR ASSET MANAGEMENT INC | 8.95K | Jun 30, 26 | -- | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 8.93K | Jun 30, 26 | -61 | 0.03% |
| INDEPENDENT FINANCIAL GROUP, LLC | 8.90K | Jun 30, 26 | +2.88K | 0.03% |
| Snowden Capital Advisors LLC | 8.77K | Jun 30, 26 | -3.63K | 0.03% |
| Wealthfront Advisers LLC | 8.75K | Jun 30, 26 | +2.92K | 0.03% |
| FLAGSHIP HARBOR ADVISORS, LLC | 8.65K | Jun 30, 26 | +121 | 0.03% |
| Retirement Planning Co of New England, Inc. | 8.42K | Jun 30, 26 | -991 | 0.03% |
| WELCH & FORBES LLC | 8.30K | Jun 30, 26 | -800 | 0.03% |
| FIFTH THIRD BANCORP | 8.23K | Jun 30, 26 | -5.54K | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.23K | Jun 30, 26 | +473 | 0.03% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8.14K | Jun 30, 26 | -158 | 0.03% |
| Stonebridge Financial Group, LLC/CA | 8.10K | Jun 30, 26 | +8.10K | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 7.98K | Jun 30, 26 | +7 | 0.03% |
| MOSAIC FINANCIAL GROUP, LLC | 7.97K | Jun 30, 26 | +7 | 0.03% |
| Mesirow Financial Investment Management, Inc. | 7.95K | Jun 30, 26 | -7.14K | 0.03% |
| Legacy Edge Advisors, LLC | 7.92K | Jun 30, 26 | +771 | 0.03% |
| Burnham & Co LLC | 7.90K | Jun 30, 26 | +7.90K | 0.03% |
| GERBER, LLC | 7.83K | Jun 30, 26 | -- | 0.03% |
| Ausdal Financial Partners, Inc. | 7.83K | Jun 30, 26 | -3.02K | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7.69K | Jun 30, 26 | -1.26K | 0.03% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 7.65K | Jun 30, 26 | -- | 0.03% |
| Advisory Services Network, LLC | 7.64K | Jun 30, 26 | -471 | 0.03% |
| BROWN ADVISORY INC | 7.59K | Jun 30, 26 | -- | 0.03% |
| Stenahm Asset Managment Ltd | 7.40K | Jun 30, 26 | -- | 0.03% |
| LPWM LLC | 7.39K | Jun 30, 26 | -- | 0.03% |
| McGinn Penninger Investment Management, Inc. | 7.21K | Jun 30, 26 | -195 | 0.03% |
| SS&H Financial Advisors, Inc. | 7.20K | Jun 30, 26 | +7.20K | 0.03% |
| XTX Topco Ltd | 7.15K | Jun 30, 26 | +7.15K | 0.03% |
| Howard Capital Management Group, LLC | 7.12K | Jun 30, 26 | -78 | 0.03% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7.10K | Jun 30, 26 | -- | 0.03% |
| BESSEMER GROUP INC | 6.88K | Jun 30, 26 | -- | 0.02% |
| HOWE & RUSLING INC | 6.75K | Jun 30, 26 | +148 | 0.02% |
| Pinnacle Financial Partners, Inc. | 6.72K | Jun 30, 26 | +6.72K | 0.02% |
| Columbus Macro, LLC | 6.72K | Jun 30, 26 | +12 | 0.02% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6.58K | Jun 30, 26 | -- | 0.02% |
| FRANKLIN RESOURCES INC | 6.21K | Jun 30, 26 | +493 | 0.02% |
| CENTRAL TRUST Co | 6.21K | Jun 30, 26 | +136 | 0.02% |
| Atlantic Union Bankshares Corp | 6.17K | Jun 30, 26 | +150 | 0.02% |
| Pathstone Holdings, LLC | 6.14K | Jun 30, 26 | +4 | 0.02% |
| BANK OF MONTREAL /CAN/ | 6.13K | Jun 30, 26 | -543 | 0.02% |
| Sequoia Financial Advisors, LLC | 5.99K | Jun 30, 26 | +4 | 0.02% |
| North Star Investment Management Corp. | 5.92K | Jun 30, 26 | +201 | 0.02% |
| WEALTHSPAN PARTNERS, LLC | 5.91K | Jun 30, 26 | -1.76K | 0.02% |
| StoneX Group Inc. | 5.88K | Jun 30, 26 | +5.88K | 0.02% |
| Equitable Holdings, Inc. | 5.81K | Jun 30, 26 | -7.74K | 0.02% |
| NorthRock Partners, LLC | 5.75K | Jun 30, 26 | -100 | 0.02% |
| Graves Light Lenhart Wealth, Inc. | 5.70K | Jun 30, 26 | +2 | 0.02% |
| Venture Visionary Partners LLC | 5.53K | Jun 30, 26 | -- | 0.02% |
| Mechanics Bank Trust Department | 5.53K | Jun 30, 26 | -550 | 0.02% |
| Quantinno Capital Management LP | 5.51K | Jun 30, 26 | -- | 0.02% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 5.50K | Jun 30, 26 | -70 | 0.02% |
| EJMK Ventures LLC | 5.39K | Jun 30, 26 | -883 | 0.02% |
| Clearwater Capital Advisors, LLC | 5.35K | Jun 30, 26 | +160 | 0.02% |
| Walkner Condon Financial Advisors LLC | 5.34K | Jun 30, 26 | +696 | 0.02% |
| Clearstead Advisors, LLC | 5.26K | Jun 30, 26 | +5.00K | 0.02% |
| LJI Wealth Management, LLC | 5.19K | Jun 30, 26 | +540 | 0.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 5.17K | Jun 30, 26 | -227 | 0.02% |
| Tower Research Capital LLC (TRC) | 5.15K | Jun 30, 26 | +2.18K | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5.15K | Jun 30, 26 | +8 | 0.02% |
| Ameritas Advisory Services, LLC | 5.15K | Jun 30, 26 | +5.15K | 0.02% |
| Paragon Capital Management Ltd | 4.98K | Jun 30, 26 | +9 | 0.02% |
| TD Waterhouse Canada Inc. | 4.98K | Jun 30, 26 | +550 | 0.02% |
| BROWN BROTHERS HARRIMAN & CO | 4.87K | Jun 30, 26 | +1.87K | 0.02% |
| Moors & Cabot, Inc. | 4.83K | Jun 30, 26 | -1.15K | 0.02% |
| Virtue Capital Management, LLC | 4.81K | Jun 30, 26 | +4.81K | 0.02% |
| Parkside Financial Bank & Trust | 4.75K | Jun 30, 26 | -- | 0.02% |
| TRITONPOINT WEALTH, LLC | 4.71K | Jun 30, 26 | -- | 0.02% |
| TritonPoint Partners, LLC | 4.71K | Jun 30, 26 | +4.71K | 0.02% |
| Blue Rock Wealth Management LLC | 4.70K | Jun 30, 26 | -- | 0.02% |
| Napier Financial, LLC | 4.64K | Jun 30, 26 | +215 | 0.02% |
| Ledyard National Bank | 4.53K | Jun 30, 26 | -10 | 0.02% |
| WEDBUSH SECURITIES INC | 4.51K | Jun 30, 26 | +3 | 0.02% |
| LYELL WEALTH MANAGEMENT, LP | 4.47K | Jun 30, 26 | +150 | 0.02% |
| Ritter Daniher Financial Advisory LLC / DE | 4.41K | Jun 30, 26 | -- | 0.02% |
| Stratos Wealth Partners, LTD. | 4.34K | Jun 30, 26 | -1.45K | 0.02% |
| WealthBridge Capital Management, LLC | 4.31K | Jun 30, 26 | -75 | 0.02% |
| Aspire Capital Advisors LLC | 4.19K | Jun 30, 26 | +7 | 0.02% |
| Sanctuary Advisors, LLC | 4.18K | Jun 30, 26 | +300 | 0.01% |
| LRI Investments, LLC | 4.17K | Jun 30, 26 | -- | 0.01% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4.08K | Jun 30, 26 | -- | 0.01% |
| Wellington Shields & Co., LLC | 4.07K | Jun 30, 26 | -1 | 0.01% |
| Marble Harbor Investment Counsel, LLC | 4.03K | Jun 30, 26 | -- | 0.01% |
| Prime Capital Investment Advisors, LLC | 4.00K | Jun 30, 26 | -15.34K | 0.01% |
| First Western Trust Bank | 4.00K | Jun 30, 26 | -1.04K | 0.01% |
| BUCKHEAD CAPITAL MANAGEMENT LLC | 4.00K | Jun 30, 26 | -- | 0.01% |
| JOHNSON INVESTMENT COUNSEL INC | 3.99K | Jun 30, 26 | -- | 0.01% |
| McElhenny Sheffield Capital Management, LLC | 3.96K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 3.94K | Jun 30, 26 | +54 | 0.01% |
| NWAM LLC | 3.93K | Jun 30, 26 | +3 | 0.01% |
| JOHN G ULLMAN & ASSOCIATES INC | 3.92K | Jun 30, 26 | -- | 0.01% |
| Adviser Investments LLC | 3.85K | Jun 30, 26 | -- | 0.01% |
| Banco Santander, S.A. | 3.75K | Jun 30, 26 | +360 | 0.01% |
| Vise Technologies, Inc. | 3.72K | Jun 30, 26 | -261 | 0.01% |
| Modera Wealth Management, LLC | 3.70K | Jun 30, 26 | -- | 0.01% |
| CIBC WORLD MARKET INC. | 3.69K | Jun 30, 26 | -- | 0.01% |
| Sanibel Captiva Trust Company, Inc. | 3.60K | Jun 30, 26 | -- | 0.01% |
| Beaton Management Co. Inc. | 3.53K | Jun 30, 26 | -- | 0.01% |
| Pinnacle Wealth Management Group, Inc. | 3.50K | Jun 30, 26 | -- | 0.01% |
| DAYMARK WEALTH PARTNERS, LLC | 3.50K | Jun 30, 26 | -- | 0.01% |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 3.48K | Jun 30, 26 | -- | 0.01% |
| PEAPACK GLADSTONE FINANCIAL CORP | 3.46K | Jun 30, 26 | -1.46K | 0.01% |
| Advisory Advocates, LLC | 3.38K | Jun 30, 26 | +3.38K | 0.01% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 3.37K | Jun 30, 26 | +2 | 0.01% |
| Astoria Portfolio Advisors LLC. | 3.33K | Jun 30, 26 | +2 | 0.01% |
| Millstone Evans Group, LLC | 3.30K | Jun 30, 26 | -- | 0.01% |
| Kovack Advisors, Inc. | 3.28K | Jun 30, 26 | +112 | 0.01% |
| Jacobi Capital Management LLC | 3.27K | Jun 30, 26 | -246 | 0.01% |
| Chemistry Wealth Management LLC | 3.26K | Jun 30, 26 | +1 | 0.01% |
| Merit Financial Group, LLC | 3.25K | Jun 30, 26 | -307 | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 3.22K | Jun 30, 26 | +3.22K | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 3.22K | Jun 30, 26 | -- | 0.01% |
| NORTHERN TRUST CORP | 3.20K | Jun 30, 26 | -252 | 0.01% |
| THRIVENT FINANCIAL FOR LUTHERANS | 3.15K | Jun 30, 26 | +3.15K | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 3.10K | Jun 30, 26 | -- | 0.01% |
| Sound Income Strategies, LLC | 3.09K | Jun 30, 26 | -335 | 0.01% |
| BENJAMIN EDWARDS INC | 3.09K | Jun 30, 26 | -- | 0.01% |
| Brookwood Investment Group LLC | 3.06K | Jun 30, 26 | -- | 0.01% |
| Sierra Capital LLC | 3.05K | Jun 30, 26 | +3.05K | 0.01% |
| Autumn Glory Partners, LLC | 3.05K | Jun 30, 26 | -- | 0.01% |
| JFS WEALTH ADVISORS, LLC | 3.04K | Jun 30, 26 | -- | 0.01% |
| Per Stirling Capital Management, LLC. | 3.01K | Jun 30, 26 | +5 | 0.01% |
| Essex Financial Services, Inc. | 3.00K | Jun 30, 26 | +1 | 0.01% |
| Relyea Zuckerberg Hanson LLC | 2.98K | Jun 30, 26 | -1.00K | 0.01% |
| Winthrop Advisory Group LLC | 2.97K | Jun 30, 26 | +2.97K | 0.01% |
| Barnes Wealth Management Group, Inc | 2.97K | Jun 30, 26 | +2.97K | 0.01% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 2.93K | Jun 30, 26 | +2.93K | 0.01% |
| CITIZENS FINANCIAL GROUP INC/RI | 2.90K | Jun 30, 26 | +2.90K | 0.01% |
| RFG - Bristol Wealth Advisors, LLC | 2.90K | Jun 30, 26 | -2.13K | 0.01% |
| Farther Finance Advisors, LLC | 2.85K | Jun 30, 26 | -165 | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 2.66K | Jun 30, 26 | -61 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2.48K | Jun 30, 26 | +12 | 0.01% |
| Aptus Capital Advisors, LLC | 2.40K | Jun 30, 26 | +150 | 0.01% |
| NBC SECURITIES, INC. | 2.38K | Jun 30, 26 | +55 | 0.01% |
| FIRST UNITED BANK & TRUST | 2.26K | Jun 30, 26 | -- | 0.01% |
| Westside Investment Management, Inc. | 2.22K | Jun 30, 26 | +1 | 0.01% |
| ST GERMAIN D J CO INC | 2.19K | Jun 30, 26 | -- | 0.01% |
| Bangor Savings Bank | 2.13K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 1.99K | Jun 30, 26 | -1.03K | 0.01% |
| Johnson Financial Group, Inc. | 1.99K | Jun 30, 26 | +32 | 0.01% |
| Federation des caisses Desjardins du Quebec | 1.96K | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 1.78K | Jun 30, 26 | +35 | 0.01% |
| TFC Financial Management, Inc. | 1.78K | Jun 30, 26 | +3 | 0.01% |
| Parallel Advisors, LLC | 1.75K | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO | 1.74K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 1.70K | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 1.55K | Jun 30, 26 | -670 | 0.01% |
| CENTAURUS FINANCIAL, INC. | 1.53K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 1.50K | Jun 30, 26 | +1.50K | 0.01% |
| BOKF, NA | 1.41K | Jun 30, 26 | -- | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 1.35K | Jun 30, 26 | -- | 0.00% |
| Pacific Center for Financial Services | 1.34K | Jun 30, 26 | -- | 0.00% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1.34K | Jun 30, 26 | -1.36K | 0.00% |
| TRUST CO OF VERMONT | 1.20K | Jun 30, 26 | +1.20K | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 1.17K | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 1.12K | Jun 30, 26 | +67 | 0.00% |
| United Financial Planning Group LLC | 1.06K | Jun 30, 26 | +1.06K | 0.00% |
| WealthShield Partners, LLC | 1.06K | Jun 30, 26 | -1.90K | 0.00% |
| Axiom Investment Management LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Washington Trust Advisors, Inc. | 980 | Jun 30, 26 | -- | 0.00% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 950 | Jun 30, 26 | +1 | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 946 | Jun 30, 26 | -- | 0.00% |
| Smallwood Wealth Investment Management, LLC | 890 | Jun 30, 26 | -- | 0.00% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 850 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 833 | Jun 30, 26 | +833 | 0.00% |
| DecisionPoint Financial, LLC | 800 | Jun 30, 26 | -- | 0.00% |
| MOTCO | 800 | Jun 30, 26 | -- | 0.00% |
| PlanVest Financial, Inc | 785 | Jun 30, 26 | -- | 0.00% |
| Sankala Group LLC | 781 | Jun 30, 26 | -- | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 779 | Jun 30, 26 | -- | 0.00% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 756 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 750 | Jun 30, 26 | +200 | 0.00% |
| Legacy Bridge, LLC | 710 | Jun 30, 26 | -- | 0.00% |
| Frazier Financial Advisors, LLC | 700 | Jun 30, 26 | -280 | 0.00% |
| NBH Bank | 680 | Jun 30, 26 | +680 | 0.00% |
| Manchester Capital Management LLC | 631 | Jun 30, 26 | -- | 0.00% |
| JNBA Financial Advisors | 622 | Jun 30, 26 | -164 | 0.00% |
| ASSETMARK, INC | 608 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 590 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 564 | Jun 30, 26 | -257 | 0.00% |
| Biltmore Family Office, LLC | 550 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 500 | Jun 30, 26 | +500 | 0.00% |
| BRYN MAWR TRUST Co | 500 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 481 | Jun 30, 26 | +1 | 0.00% |
| FIRST HORIZON CORP | 460 | Jun 30, 26 | -360 | 0.00% |
| Institute for Wealth Management, LLC. | 460 | Jun 30, 26 | +460 | 0.00% |
| NBT BANK N A /NY | 443 | Jun 30, 26 | -- | 0.00% |
| IAG Wealth Partners, LLC | 425 | Jun 30, 26 | -- | 0.00% |
| Breakwater Investment Management | 424 | Jun 30, 26 | -- | 0.00% |
| GAMMA Investing LLC | 407 | Jun 30, 26 | -- | 0.00% |
| CITY HOLDING CO | 400 | Jun 30, 26 | -- | 0.00% |
| EASTERN BANK | 400 | Jun 30, 26 | -- | 0.00% |
| Strengthening Families & Communities, LLC | 396 | Jun 30, 26 | +1 | 0.00% |
| Redwood Park Advisors LLC | 387 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 366 | Jun 30, 26 | -284 | 0.00% |
| Westfuller Advisors, LLC | 361 | Jun 30, 26 | -452 | 0.00% |
| GHP Investment Advisors, Inc. | 355 | Jun 30, 26 | +1 | 0.00% |
| Piscataqua Savings Bank | 350 | Jun 30, 26 | -- | 0.00% |
| Boreal Capital Management LLC | 349 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 325 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 317 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 300 | Jun 30, 26 | +300 | 0.00% |
| Kennebec Savings Bank | 293 | Jun 30, 26 | -427 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 276 | Jun 30, 26 | -- | 0.00% |
| New England Capital Financial Advisors LLC | 274 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 264 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 260 | Jun 30, 26 | -- | 0.00% |
| FLAGSHIP WEALTH ADVISORS, LLC | 255 | Jun 30, 26 | +1 | 0.00% |
| Horizon Investments, LLC | 252 | Jun 30, 26 | -252 | 0.00% |
| Medallion Wealth Advisors, LLC | 243 | Jun 30, 26 | -125 | 0.00% |
| Caitlin John, LLC | 234 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 221 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 221 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 215 | Jun 30, 26 | -- | 0.00% |
| Capital Advisors, Ltd. LLC | 215 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 210 | Jun 30, 26 | -- | 0.00% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 206 | Jun 30, 26 | -- | 0.00% |
| Center for Financial Planning, Inc. | 200 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Portfolio Resources Advisor Group, Inc. | 200 | Jun 30, 26 | +200 | 0.00% |
| Ancora Advisors, LLC | 169 | Jun 30, 26 | -2.40K | 0.00% |
| Costello Asset Management, INC | 147 | Jun 30, 26 | -265 | 0.00% |
| PRIVATE TRUST CO NA | 145 | Jun 30, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 137 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 135 | Jun 30, 26 | -- | 0.00% |
| Colonial Trust Advisors | 115 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 115 | Jun 30, 26 | +115 | 0.00% |
| BELLEVUE ASSET MANAGEMENT, LLC | 111 | Jun 30, 26 | -- | 0.00% |
| Coppell Advisory Solutions LLC | 104 | Jun 30, 26 | +104 | 0.00% |
| Western Pacific Wealth Management, LP | 101 | Jun 30, 26 | -- | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | Jun 30, 26 | +100 | 0.00% |
| Graney & King, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| TRUST CO OF TOLEDO NA /OH/ | 100 | Jun 30, 26 | -- | 0.00% |
| MATHER GROUP, LLC. | 93 | Jun 30, 26 | +93 | 0.00% |
| Cape Investment Advisory, Inc. | 75 | Jun 30, 26 | +75 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 71 | Jun 30, 26 | +71 | 0.00% |
| SIMPLEX TRADING, LLC | 59 | Jun 30, 26 | +59 | 0.00% |
| Continuum Advisory, LLC | 58 | Jun 30, 26 | +58 | 0.00% |
| Kilter Group LLC | 52 | Jun 30, 26 | -- | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 50 | Jun 30, 26 | -- | 0.00% |
| Aberdeen Wealth Management LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Murphy & Mullick Capital Management Corp | 50 | Jun 30, 26 | +50 | 0.00% |
| Tradewinds Capital Management, LLC | 46 | Jun 30, 26 | -- | 0.00% |
| ALBION FINANCIAL GROUP /UT | 41 | Jun 30, 26 | -- | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | 40 | Jun 30, 26 | -99 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| Cordant, Inc. | 28 | Jun 30, 26 | +28 | 0.00% |
| Allspring Global Investments Holdings, LLC | 28 | Jun 30, 26 | +28 | 0.00% |
| Capital Investment Counsel, Inc | 25 | Jun 30, 26 | +25 | 0.00% |
| MORRIS FINANCIAL CONCEPTS, INC. | 23 | Jun 30, 26 | +23 | 0.00% |
| Russell Investments Group, Ltd. | 21 | Jun 30, 26 | -59 | 0.00% |
| Providence Capital Advisors, LLC | 20 | Jun 30, 26 | -- | 0.00% |
| Cassaday & Co Wealth Management LLC | 12 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| MCIA Inc | -- | Jun 30, 26 | -7.14K | -- |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | -- | Jun 30, 26 | -132 | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -10.38K | -- |
| Freestone Capital Holdings, LLC | -- | Jun 30, 26 | -3.87K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -7.33K | -- |
| KKM Financial LLC | -- | Jun 30, 26 | -3.41K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -137 | -- |
| Polianta Ltd | -- | Jun 30, 26 | -153.70K | -- |
| Clayton Financial Group LLC | -- | Jun 30, 26 | -100 | -- |
| Scarborough Advisors, LLC | -- | Jun 30, 26 | -132 | -- |
| ALTERNA WEALTH MANAGEMENT, INC | -- | Jun 30, 26 | -3.39K | -- |
| Point72 Asset Management, L.P. | -- | Jun 30, 26 | -4.30K | -- |
| DUDLEY & SHANLEY, INC. | -- | Jun 30, 26 | -32.78K | -- |
| SouthState Corp | -- | Jun 30, 26 | -35 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -2.67K | -- |
| THRYVE WEALTH MANAGEMENT LLC | -- | Jun 30, 26 | -100.87K | -- |
| Sovran Advisors, LLC | -- | Jun 30, 26 | -3.36K | -- |
| Lido Advisors, LLC | -- | Jun 30, 26 | -3.50K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -4.49K | -- |
| WFA of San Diego, LLC | -- | Jun 30, 26 | -70 | -- |
| BALLAST ADVISORS LLC | -- | Jun 30, 26 | -1.59K | -- |
| KLINGENSTEIN FIELDS & CO LP | -- | Jun 30, 26 | -3.50K | -- |
| KCM INVESTMENT ADVISORS LLC | -- | Jun 30, 26 | -3.52K | -- |
| HRT FINANCIAL LP | -- | Jun 30, 26 | -6.32K | -- |
| CWM, LLC | 180.13K | Mar 31, 26 | +39.94K | 0.65% |
| Bedell Frazier Investment Counseling, LLC | 61.55K | Mar 31, 26 | +365 | 0.22% |
| TruWealth Advisors, LLC | 4.01K | Mar 31, 26 | -529 | 0.01% |
| Cherry Tree Wealth Management, LLC | 1.00K | Mar 31, 26 | -- | 0.00% |
| Bank of Jackson Hole Trust | 680 | Mar 31, 26 | -- | 0.00% |
| Financial Connections Group, Inc. | 558 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 507 | Mar 31, 26 | -- | 0.00% |
| Horizons Wealth Management | 100 | Mar 31, 26 | -- | 0.00% |
| CIBC Private Wealth Group, LLC | 24.01K | Dec 31, 25 | -936 | 0.09% |
| COMERICA BANK | 12.31K | Dec 31, 25 | -4.29K | 0.04% |
| MGB Wealth Management, LLC | 2.70K | Dec 31, 25 | -- | 0.01% |
| Ransom Advisory, Ltd | 908 | Dec 31, 25 | +908 | 0.00% |
| Motiv8 Investments LLC | 775 | Dec 31, 25 | +775 | 0.00% |
| ORG Partners LLC | 49 | Dec 31, 25 | -544 | 0.00% |
| Gitterman Wealth Management, LLC | 368.92K | Sep 30, 25 | -1.05K | 1.32% |
| Strive Asset Management, LLC | 91.86K | Sep 30, 25 | +17.78K | 0.33% |
| Glenmede Investment Management, LP | 17.61K | Sep 30, 25 | -6.10K | 0.06% |
| AllSquare Wealth Management LLC | 3.90K | Sep 30, 25 | -- | 0.01% |
| FSA Wealth Management LLC | 1.77K | Sep 30, 25 | -- | 0.01% |
| CROWLEY WEALTH MANAGEMENT, INC. | 1.55K | Sep 30, 25 | +100 | 0.01% |
| Lowe Wealth Advisors, LLC | 7 | Sep 30, 25 | -- | 0.00% |
| Bristlecone Advisors, LLC | -- | Sep 30, 25 | -1.03K | -- |
| Money Design Co.,Ltd. | 55.95K | Jun 30, 25 | -6.14K | 0.20% |
| Atria Wealth Solutions, Inc. | 30.13K | Jun 30, 25 | -11.01K | 0.11% |
| Congress Wealth Management LLC / DE / | 15.07K | Jun 30, 25 | -14.93K | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 4.47K | Jun 30, 25 | +100 | 0.02% |
| First Horizon Advisors, Inc. | 2.07K | Jun 30, 25 | -- | 0.01% |
| Centricity Wealth Management, LLC | 1.60K | Jun 30, 25 | -- | 0.01% |
| Sandy Spring Bank | 6.32K | Mar 31, 25 | -50 | 0.02% |
| Transform Wealth, LLC | 4.91K | Mar 31, 25 | +2 | 0.02% |
| US FINANCIAL ADVISORS, LLC | 4.47K | Mar 31, 25 | +365 | 0.02% |
| Cassady Schiller Wealth Management, LLC | 377 | Dec 31, 24 | -- | 0.00% |
| Sugarloaf Wealth Management, LLC | 229 | Dec 31, 24 | +229 | 0.00% |
| Kades & Cheifetz LLC | -- | Dec 31, 24 | -2.97K | -- |
| RAYMOND JAMES & ASSOCIATES | 302.28K | Sep 30, 24 | +185.77K | 1.08% |
| Raymond James Financial Services Advisors, Inc. | 190.49K | Sep 30, 24 | +29.66K | 0.68% |
| CONCENTRIC WEALTH MANAGEMENT, LLC | 11.25K | Sep 30, 24 | -22 | 0.04% |
| RAYMOND JAMES TRUST N.A. | 4.56K | Sep 30, 24 | -- | 0.02% |
| All Season Financial Advisors, Inc. | 3.31K | Sep 30, 24 | +3.31K | 0.01% |
| ETFIDEA, LLC | 3.30K | Sep 30, 24 | +8 | 0.01% |
| Syntrinsic LLC | 325 | Sep 30, 24 | -- | 0.00% |
| M&R CAPITAL MANAGEMENT INC | 300 | Sep 30, 24 | -- | 0.00% |
| FinTrust Capital Advisors, LLC | 240 | Sep 30, 24 | -- | 0.00% |
| HoyleCohen, LLC | 31.86K | Jun 30, 24 | -- | 0.11% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 3.54K | Jun 30, 24 | -- | 0.01% |
| Private Ocean, LLC | 765 | Jun 30, 24 | -- | 0.00% |
| EMFO, LLC | 242 | Jun 30, 24 | +11 | 0.00% |
| ICA Group Wealth Management, LLC | 150 | Jun 30, 24 | -101 | 0.00% |
| Cetera Advisor Networks LLC | 209.43K | Mar 31, 24 | +2.67K | 0.75% |
| Cetera Advisors LLC | 17.97K | Mar 31, 24 | +13.17K | 0.06% |
| StrategIQ Financial Group, LLC | 7.13K | Dec 31, 23 | -482 | 0.03% |
| WEALTHSOURCE PARTNERS, LLC | 4.16K | Dec 31, 23 | -228 | 0.01% |
| WADE G W & INC | 3.43K | Dec 31, 23 | +3.43K | 0.01% |
| Bartlett & Co. LLC | 2.70K | Dec 31, 23 | -- | 0.01% |
| DB Wealth Management Group, LLC | 164 | Dec 31, 23 | -- | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 37.60K | Sep 30, 23 | -33.25K | 0.13% |
| Icon Wealth Partners, LLC | -- | Sep 30, 23 | -1.80K | -- |
| 3D/L Capital Management, LLC | -- | Sep 30, 23 | -3.68K | -- |
| APPLETON GROUP, LLC | -- | Sep 30, 23 | -3.72K | -- |
| TIAA, FSB | 5.36K | Jun 30, 23 | -204 | 0.02% |
| Vigilant Capital Management, LLC | 2.82K | Jun 30, 23 | -- | 0.01% |
| PIERSHALE FINANCIAL GROUP, INC. | 385 | Jun 30, 23 | -- | 0.00% |
| Kistler-Tiffany Companies, LLC | 226 | Jun 30, 23 | -- | 0.00% |
| TimeScale Financial, Inc. | 203 | Jun 30, 23 | +1 | 0.00% |
| BerganKDV Wealth Management, LLC | 5 | Jun 30, 23 | -- | 0.00% |
| Parsec Financial Management, Inc. | 5.04K | Mar 31, 23 | -2.53K | 0.02% |
| Baldrige Asset Management LLC | 915 | Mar 31, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 175 | Mar 31, 23 | +175 | 0.00% |
| Sargent Bickham Lagudis LLC | 248 | Dec 31, 22 | -- | 0.00% |
| Cribstone Capital Management, LLC | 228 | Dec 31, 22 | -- | 0.00% |
| Covington Capital Management | 38.80K | Sep 30, 22 | -- | 0.14% |
| BTR CAPITAL MANAGEMENT INC | 20.86K | Sep 30, 22 | -350 | 0.07% |
| EATON VANCE MANAGEMENT | 8.64K | Sep 30, 22 | +812 | 0.03% |
| American Portfolios Advisors | 3.62K | Sep 30, 22 | -1.14K | 0.01% |
| MUFG Americas Holdings Corp | 644 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 107 | Sep 30, 22 | -- | 0.00% |
| American Research & Management Co. | 70 | Sep 30, 22 | -- | 0.00% |
| ACG Wealth | -- | Sep 30, 22 | -5 | -- |
| BIVIN & ASSOCIATES, INC. | 300 | Jun 30, 22 | -- | 0.00% |
| HC FINANCIAL ADVISORS INC | 150 | Jun 30, 22 | +150 | 0.00% |
| Corbenic Partners LLC | 137 | Jun 30, 22 | -- | 0.00% |
| B. Riley Wealth Management, Inc. | -- | Jun 30, 22 | -3.82K | -- |
| PALLADIUM PARTNERS LLC | 5.87K | Mar 31, 22 | -299 | 0.02% |
| RITTER DANIHER FINANCIAL ADVISORY LLC | 1.75K | Mar 31, 22 | -- | 0.01% |
| KINGS POINT CAPITAL MANAGEMENT | 1.63K | Mar 31, 22 | +302 | 0.01% |
| Freedman Financial Associates, Inc. | 1.00K | Mar 31, 22 | -- | 0.00% |
| MD Financial Management Inc. | 631.30K | Dec 31, 21 | -14.26K | 2.26% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 45.38K | Dec 31, 21 | -- | 0.16% |
| FundX Investment Group, LLC | 6.58K | Dec 31, 21 | -50.94K | 0.02% |
| REILLY FINANCIAL ADVISORS, LLC | 530 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | 130 | Dec 31, 21 | +130 | 0.00% |
| Brouwer & Janachowski, LLC | 11.94K | Sep 30, 21 | -- | 0.04% |
| Ameritas Investment Company, LLC | 4.71K | Sep 30, 21 | +2.28K | 0.02% |
| Filbrandt Wealth Management, LLC | 1.42K | Sep 30, 21 | -1.40K | 0.01% |
| USCA RIA LLC | 3.94K | Jun 30, 21 | +3.94K | 0.01% |
| HOWARD CAPITAL MANAGEMENT | 66.65K | Dec 31, 20 | -1.55K | 0.24% |
| BAINCO INTERNATIONAL INVESTORS | 350 | Dec 31, 20 | +350 | 0.00% |
| Winslow, Evans & Crocker, Inc. | 200 | Dec 31, 20 | +200 | 0.00% |
| TRUEWEALTH LLC | 5.40K | Jun 30, 20 | -- | 0.02% |
| Fiduciary Trust Co International of Pennsylvania | 7.04K | Mar 31, 20 | +7.04K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 102.38K | Dec 31, 19 | +292 | 0.37% |
| Advisor Group, Inc. | 21.60K | Dec 31, 19 | +1.69K | 0.08% |
| Whitnell & Co. | 200 | Dec 31, 19 | -- | 0.00% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 345 | Sep 30, 19 | -- | 0.00% |
| WealthTrust Fairport, LLC | 900 | Mar 31, 19 | +900 | 0.00% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 748 | Mar 31, 19 | -185 | 0.00% |
| NORTHERN CAPITAL MANAGEMENT LLC | 27.85K | Dec 31, 18 | -481 | 0.10% |