JPMorgan Equity Premium IncoJEPIETF
13F holders, Q1 2024 (March 31)1,048holders
5famous investors
$57.82avg. 13F price*
At the end of Q1 2024, 1,048 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings. The largest holders were Morgan Stanley ($2.1B), Bank of America Corp. ($1.5B) and JPMorgan Chase & Co. ($1.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $207.6M |
| Exits | 61 | $118.0M |
Ownership 1,048 holders
| Morgan Stanley | 0.17% | Add +10.0% | 37,137,528 | $2.1B |
| Bank of America Corp. | 0.15% | Add +3.2% | 26,647,792 | $1.5B |
| JPMorgan Chase & Co. | 0.11% | Add +3.8% | 22,032,620 | $1.3B |
| Wells Fargo & Company | 0.19% | Add +9.7% | 12,250,903 | $708.8M |
| Royal Bank of Canada | 0.10% | Reduce -1.7% | 6,740,868 | $390.0M |
| UBS Group AG | 0.13% | Add +17.2% | 6,731,326 | $389.5M |
| Envestnet Asset Management Inc. | 0.14% | Add +12.5% | 6,564,485 | $379.8M |
| Osaic Holdings, Inc. | 0.81% | Reduce -2.8% | 6,303,087 | $364.7M |
| Cetera Investment Advisers | 0.56% | Add +406.2% | 4,135,711 | $239.3M |
| CIBC Private Wealth Group LLC | 0.38% | Add +5.8% | 3,355,471 | $192.2M |
| Commonwealth Equity Services, LLC | 0.28% | Add +2.8% | 2,949,703 | $170.7M |
| RiverFront Investment Group, LLC | 4.63% | Add +25.3% | 2,839,024 | $164.3M |
| Janney Montgomery Scott LLC | 0.46% | Add +10.7% | 2,682,041 | $155.2M |
| Raymond James Financial Services Advisors, Inc. | 0.22% | Add +39.1% | 2,503,336 | $144.8M |
| HighTower Advisors, LLC | 0.23% | Add +15.3% | 2,432,535 | $140.7M |
| Cambridge Investment Research Advisors, Inc. | 0.48% | Add +8.2% | 2,145,038 | $124.1M |
| MML Investors Services, LLC | 0.51% | Reduce -3.5% | 2,141,577 | $123.9M |
| Raymond James & Associates | 0.08% | Add +2.5% | 1,982,483 | $114.7M |
| Stifel Financial Corp. | 0.13% | Add +0.8% | 1,901,538 | $110.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +16.8% | 1,868,056 | $108.1M |
| Requisite Capital Management, LLC | 22.11% | Reduce -9.1% | 1,752,999 | $101.4M |
| Cornerstone Advisory, LLC | 14.16% | Add +6.2% | 1,715,998 | $99.3M |
| Rockefeller Capital Management L.P. | 0.29% | Add +12.7% | 1,706,148 | $98.7M |
| Enstar Group LTD | 25.32% | Reduce -6.6% | 1,628,135 | $94.2M |
| Franklin Resources Inc. | 0.03% | Add +1.5% | 1,599,417 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +5.8% | 1,504,186 | $87.0M |
| LPL Financial LLC | 0.04% | Add +20.3% | 1,436,859 | $83.1M |
| FAS Wealth Partners, Inc. | 6.71% | Add +8.1% | 1,308,082 | $75.7M |
| Cwm, LLC | 0.34% | Add +112.6% | 1,205,341 | $69.7M |
| First Foundation Advisors | 2.79% | Add +91.9% | 1,203,095 | $69.6M |
| Clearstead Advisors, LLC | 3.37% | Add +3.7% | 1,191,874 | $68.0M |
| Confluence Wealth Services, Inc. | 5.98% | Add +22.1% | 1,171,146 | $67.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -22.5% | 1,090,430 | $63.1M |
| Allworth Financial LP | 0.42% | Add +15.3% | 1,038,059 | $60.1M |
| Exchange Traded Concepts, LLC | 1.45% | New | 966,844 | $55.9M |
| Lebenthal Global Advisors, LLC | 11.85% | Add +0.5% | 920,644 | $53.3M |
| Baird Financial Group, Inc. | 0.10% | Add +22.4% | 853,038 | $49.4M |
| Atria Wealth Solutions, Inc. | 0.54% | Add +19.0% | 828,719 | $47.9M |
| Kestra Advisory Services, LLC | 0.32% | Add +23.2% | 827,579 | $47.9M |
| Rational Advisors, Inc. | 4.52% | Reduce -16.0% | 823,543 | $47.7M |
| PNC Financial Services Group, Inc. | 0.03% | Add +6.8% | 807,254 | $46.7M |
| Truist Financial Corp. | 0.07% | Reduce -17.1% | 805,913 | $46.6M |
| Americana Partners, LLC | 3.81% | Add +6.2% | 786,887 | $45.5M |
| Capital Investment Advisors, LLC | 1.06% | Add +5.3% | 782,741 | $45.3M |
| Avantax Advisory Services, Inc. | 0.40% | Add +14.2% | 779,442 | $45.1M |
| Nottingham Advisors, Inc. | 5.46% | Reduce -5.8% | 770,795 | $44.6M |
| Capital Advisors Inc. | 0.93% | Add +4.1% | 750,005 | $43.4M |
| Brookstone Capital Management | 0.75% | Add +4.4% | 725,254 | $42.0M |
| Marks Wealth, LLC | 15.84% | New | 724,421 | $41.9M |
| Atlantic Union Bankshares Corp | 3.38% | Reduce -5.1% | 692,760 | $40.1M |
| Aptus Capital Advisors, LLC | 0.85% | Add +58.6% | 681,462 | $39.4M |
| Pacific Center for Financial Services | 10.57% | Add +3.0% | 640,846 | $37.1M |
| Eaton Financial Holdings Company, LLC | 19.13% | Add +12.0% | 636,829 | $36.8M |
| Pinnacle Associates Ltd. | 0.57% | Add +6.0% | 621,973 | $36.0M |
| Hennion & Walsh Asset Management, Inc. | 1.90% | Add +135.2% | 614,703 | $35.6M |
| Steward Partners Investment Advisory, LLC | 0.38% | Add +12.1% | 598,509 | $34.6M |
| Magnus Financial Group LLC | 4.13% | Add +2.5% | 596,324 | $34.5M |
| Oakworth Capital, Inc. | 2.56% | Reduce -6.0% | 587,379 | $34.0M |
| Cambridge Trust Co. | 1.27% | Reduce -27.1% | 580,914 | $33.6M |
| CFO4Life Group, LLC | 5.97% | Add +6.7% | 568,517 | $32.9M |
| Cary Street Partners Investment Advisory LLC | 1.33% | Add +11.7% | 544,749 | $31.5M |
| Kathmere Capital Management, LLC | 3.59% | Add +4.0% | 542,463 | $31.4M |
| Melia Wealth LLC | 17.07% | Add +4.2% | 525,330 | $30.4M |
| Prime Capital Investment Advisors, LLC | 0.42% | Add +6.3% | 524,252 | $30.3M |
| Financial Partners Group, Inc | 4.77% | Reduce -5.5% | 516,635 | $29.9M |
| Coastal Bridge Advisors, LLC | 6.84% | Add +8.4% | 513,642 | $29.7M |
| Sandy Spring Bank | 1.32% | Add +18.4% | 500,218 | $28.9M |
| New York Life Investment Management LLC | 0.28% | Reduce -37.5% | 492,066 | $28.5M |
| Bricktown Capital, LLC | 5.62% | Add +34.0% | 479,655 | $27.8M |
| Apollon Wealth Management, LLC | 0.87% | Add +207.3% | 475,494 | $27.5M |
| Leverty Financial Group, LLC | 16.39% | Reduce -7.1% | 474,801 | $27.5M |
| Horizon Advisory Services, Inc. | 12.67% | — | 470,071 | $27.2M |
| 49 Wealth Management, LLC | 5.79% | Reduce -0.7% | 471,577 | $27.0M |
| Stephens Inc. | 0.41% | Add +5.5% | 459,834 | $26.6M |
| Synovus Financial Corp. | 0.34% | Add +12.4% | 453,172 | $26.2M |
| Corrigan Financial, Inc. | 6.59% | Add +1.5% | 446,508 | $25.8M |
| Prospera Financial Services Inc | 0.76% | Add +16.1% | 443,502 | $25.7M |
| Tradition Wealth Management, LLC | 2.57% | Add +4.7% | 439,354 | $25.4M |
| Integrated Wealth Concepts LLC | 0.37% | Reduce -1.1% | 437,979 | $25.3M |
| Guardian Wealth Advisors, LLC / NC | 3.10% | Add +11.1% | 437,343 | $25.3M |
| Prosperity Consulting Group, LLC | 3.11% | Add +55.6% | 428,819 | $24.8M |
| Ergawealth Advisors, Inc. | 13.58% | Reduce -12.9% | 428,207 | $24.8M |
| B. Riley Wealth Advisors, Inc. | 0.66% | Add +11.6% | 454,629 | $24.3M |
| Integrated Advisors Network LLC | 1.24% | Add +15.9% | 419,943 | $24.3M |
| HBW Advisory Services LLC | 4.49% | No change | 436,522 | $24.0M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | New | 414,318 | $24.0M |
| Mercer Global Advisors Inc. | 0.07% | Add +678.2% | 404,460 | $23.4M |
| Patten & Patten Inc. | 1.65% | Add +7.2% | 401,463 | $23.2M |
| J.W. Cole Advisors, Inc. | 1.16% | Add +7.1% | 396,974 | $23.0M |
| HUB Investment Partners, LLC | 1.27% | Add +15.6% | 395,465 | $22.9M |
| Bouchey Financial Group, Ltd. | 2.25% | Add +4.4% | 395,086 | $22.9M |
| Element Pointe Advisors, LLC | 5.56% | Add +7.5% | 375,400 | $21.7M |
| Graypoint LLC | 1.56% | Reduce -14.8% | 373,170 | $21.6M |
| Delta Investment Management, LLC | 4.77% | Reduce -2.3% | 363,045 | $21.0M |
| Balyasny Asset Management L.P. | 0.06% | Add +605.6% | 362,243 | $21.0M |
| U.S. Capital Wealth Advisors, LLC | 0.82% | Add +45.1% | 362,047 | $20.9M |
| Fragasso Financial Advisors Inc | 1.75% | Add +2.5% | 358,415 | $20.7M |
| Ocean Park Asset Management, LLC | 0.97% | No change | 356,519 | $20.6M |
| Goldstein Advisors, LLC | 3.44% | Add +7.4% | 347,766 | $20.1M |
| Cooper Financial Group | 3.24% | Add +8.3% | 340,468 | $19.7M |
| HTLF Bank | 2.25% | Add +1.2% | 338,261 | $19.6M |
| Captrust Financial Advisors | 0.07% | Reduce -16.6% | 332,744 | $19.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.02% | Add +7.5% | 325,494 | $18.8M |
| Childress Capital Advisors, LLC | 5.44% | Add +7.1% | 323,857 | $18.7M |
| Wagner Wealth Management, LLC | 5.67% | Reduce -18.0% | 321,538 | $18.6M |
| Thoroughbred Financial Services, LLC | 1.78% | Add +3.7% | 319,542 | $18.5M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +10.7% | 318,774 | $18.4M |
| Spire Wealth Management | 0.32% | Add +8.2% | 305,544 | $17.7M |
| Gradient Investments LLC | 0.40% | Reduce -4.4% | 296,993 | $17.2M |
| Steele Capital Management, Inc. | 0.98% | Add +8.1% | 295,780 | $17.1M |
| Mgo One Seven LLC | 0.88% | Add +21.6% | 294,140 | $17.0M |
| Comerica Bank | 0.07% | Reduce -45.0% | 292,493 | $16.9M |
| Greater Midwest Financial Group, LLC | 10.58% | Reduce -6.5% | 292,054 | $16.9M |
| St. Clair Advisors, LLC | 5.45% | Add +3.1% | 289,922 | $16.8M |
| Mariner, LLC | 0.03% | Reduce -3.9% | 289,792 | $16.8M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +8.4% | 289,633 | $16.8M |
| Teamwork Financial Advisors, LLC | 2.58% | Add +14.5% | 289,365 | $16.7M |
| CreativeOne Wealth, LLC | 0.67% | Add +122.8% | 289,208 | $16.7M |
| Stratos Investment Management, LLC | 1.63% | Reduce -1.8% | 288,420 | $16.7M |
| Avantax Planning Partners, Inc. | 0.54% | Add +39.7% | 285,572 | $16.5M |
| Bernardo Wealth Planning LLC | 4.40% | Add +0.8% | 273,712 | $15.8M |
| MADDEN SECURITIES Corp | 7.20% | Add +2.5% | 269,489 | $15.6M |
| Sigma Planning Corp | 0.49% | Add +149.8% | 268,252 | $15.5M |
| Parcion Private Wealth LLC | 1.37% | Add +13.8% | 268,030 | $15.5M |
| Cary Street Partners Asset Management LLC | 2.40% | Add +16.0% | 267,529 | $15.5M |
| Cresset Asset Management, LLC | 0.07% | Add +15.4% | 265,126 | $15.3M |
| Mechanics Bank Trust Department | 2.23% | Add +10.7% | 262,981 | $15.2M |
| Beacon Financial Advisory LLC | 7.34% | Add +22.6% | 261,027 | $15.1M |
| Wealthcare Advisory Partners LLC | 0.49% | Reduce -4.5% | 257,106 | $14.9M |
| Jaffetilchin Investment Partners, LLC | 1.32% | Add +11.7% | 254,478 | $14.7M |
| Citigroup Inc. | 0.02% | Add +122.0% | 251,690 | $14.6M |
| WNY Asset Management, LLC | 2.18% | Add +9.8% | 246,442 | $14.3M |
| Iron Horse Wealth Management, LLC | 5.63% | Add +8.1% | 245,923 | $14.2M |
| Derbend Asset Management | 6.98% | Add +16.3% | 244,754 | $14.2M |
| Trinity Legacy Partners, LLC | 4.03% | Add +28.5% | 237,884 | $13.8M |
| PFG Advisors | 0.99% | Add +9.7% | 233,868 | $13.5M |
| Rezny Wealth Management, Inc. | 4.80% | Reduce -1.6% | 233,168 | $13.5M |
| Appleton Partners Inc. | 1.04% | Add +7.8% | 230,501 | $13.3M |
| InterOcean Capital Group, LLC | 0.32% | Add +7.3% | 228,302 | $13.2M |
| Argent Trust Co | 0.59% | Add +7.0% | 228,073 | $13.2M |
| Investment Advisory Services Inc. /TX | 4.84% | Reduce -0.3% | 227,971 | $13.2M |
| Connectus Wealth, LLC | 0.36% | Reduce -6.7% | 227,626 | $13.2M |
| Corient Private Wealth LP | 0.02% | Add +4.8% | 220,540 | $12.8M |
| International Assets Investment Management, LLC | 1.31% | Add +1.8% | 218,302 | $12.5M |
| Bokf, NA | 0.23% | Add +195.9% | 216,952 | $12.4M |
| NewEdge Advisors, LLC | 0.11% | Add +1.9% | 213,435 | $12.3M |
| Hartline Investment Corp./ | 2.16% | New | 212,033 | $12.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.16% | Add +4.0% | 212,033 | $12.3M |
| Global Wealth Management Investment Advisory, Inc. | 2.99% | Add +3.3% | 210,987 | $12.2M |
| Fsa Wealth Partners, Inc. | 3.02% | Reduce -48.1% | 209,914 | $12.1M |
| Advisory Services Network, LLC | 0.27% | Reduce -7.6% | 207,783 | $12.0M |
| Sfmg, LLC | 1.03% | Add +7.5% | 207,580 | $12.0M |
| Curran Financial Partners, LLC | 4.17% | Add +2.2% | 207,402 | $12.0M |
| Centurion Wealth Management LLC | 4.72% | Add +11.3% | 207,183 | $12.0M |
| Axxcess Wealth Management, LLC | 0.34% | Add +0.1% | 207,065 | $12.0M |
| Financial Counselors Inc. | 0.20% | Reduce -8.8% | 206,646 | $12.0M |
| Dynamic Advisor Solutions LLC | 0.40% | Reduce -4.5% | 206,147 | $11.9M |
| DAVENPORT & Co LLC | 0.07% | Add +12.3% | 205,958 | $11.9M |
| Geneos Wealth Management Inc. | 0.54% | Add +116.4% | 205,421 | $11.9M |
| Fagan Associates, Inc. | 2.19% | Add +11.3% | 201,698 | $11.7M |
| AE Wealth Management LLC | 0.13% | Reduce -81.5% | 201,442 | $11.7M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -5.1% | 201,272 | $11.6M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -5.1% | 201,272 | $11.6M |
| Lincoln National Corp. | 0.18% | Add +14.3% | 200,490 | $11.6M |
| Verity Asset Management, Inc. | 6.46% | Add +7.0% | 200,272 | $11.6M |
| AIFG Consultants Ltd. | 8.31% | Reduce -1.1% | 199,176 | $11.5M |
| American Planning Services, Inc. | 8.22% | Reduce -3.2% | 196,709 | $11.4M |
| VeraBank, N.A. | 3.53% | Add +5.3% | 195,803 | $11.3M |
| Financial Guidance Group, Inc. | 7.35% | Add +2.2% | 195,683 | $11.3M |
| Wedbush Securities Inc. | 0.42% | Add +13.1% | 195,026 | $11.3M |
| Wick Capital Partners, LLC | 10.70% | Add +32.6% | 190,479 | $11.0M |
| Beta Wealth Group, Inc. | 5.36% | Add +19.4% | 190,467 | $11.0M |
| Cassia Capital Partners, LLC | 7.31% | Reduce -4.7% | 190,091 | $11.0M |
| Hilltop Wealth Advisors, LLC | 5.56% | Reduce -49.5% | 188,125 | $10.9M |
| Advisory Resource Group | 2.50% | Add +2.3% | 188,096 | $10.9M |
| Curtis Advisory Group, LLC | 4.20% | Add +6.2% | 187,643 | $10.9M |
| Insigneo Advisory Services, LLC | 1.28% | Add +26.5% | 186,419 | $10.8M |
| CVA Family Office, LLC | 1.92% | Add +3.3% | 185,305 | $10.7M |
| Bouvel Investment Partners, LLC | 4.43% | Reduce -3.6% | 177,269 | $10.3M |
| CENTRAL TRUST Co | 0.25% | Reduce -54.5% | 176,289 | $10.2M |
| Country Club Bank | 0.72% | Reduce -1.8% | 175,251 | $10.1M |
| Selective Wealth Management, Inc. | 4.37% | Add +21.9% | 177,401 | $10.1M |
| Sandbox Financial Partners, LLC | 4.21% | Add +3.6% | 173,037 | $10.0M |
| NWF Advisory Services Inc. | 1.67% | Reduce -25.0% | 172,408 | $10.0M |
| Susquehanna International Group, LLP | 0.02% | Reduce -23.4% | 172,406 | $10.0M |
| Kingsview Wealth Management, LLC | 0.25% | Reduce -1.1% | 170,333 | $9.9M |
| Daymark Wealth Partners, LLC | 0.53% | Add +6.8% | 170,089 | $9.8M |
| Armor Investment Advisors, LLC | 4.70% | Add +3.4% | 168,929 | $9.8M |
| Caerus Investment Advisors, LLC | 9.38% | Reduce -3.2% | 168,078 | $9.7M |
| MRA Advisory Group | 5.72% | Add +1.9% | 165,617 | $9.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -64.7% | 162,272 | $9.4M |
| Scotia Capital Inc. | 0.06% | Reduce -1.2% | 160,472 | $9.3M |
| Allen Capital Group, LLC | 1.35% | Reduce -0.8% | 160,140 | $9.3M |
| Sowell Financial Services LLC | 0.43% | Reduce -14.7% | 157,463 | $9.1M |
| Wealthfront Advisers LLC | 0.03% | Add +9.9% | 157,034 | $9.1M |
| Hedeker Wealth, LLC | 2.62% | Add +3.0% | 156,928 | $9.1M |
| Capital Analysts, LLC | 0.42% | Add +5.5% | 156,334 | $9.0M |
| Signature Wealth Management Partners, LLC | 7.36% | Add +8.7% | 156,192 | $9.0M |
| Rothschild Investment LLC | 0.65% | Add +1.7% | 156,037 | $9.0M |
| Community Bank, N.A. | 1.17% | Reduce -30.8% | 154,716 | $9.0M |
| Rooted Wealth Advisors, Inc. | 4.38% | Add +4.0% | 155,382 | $8.9M |
| Prevail Innovative Wealth Advisors, LLC | 3.27% | Reduce -2.4% | 152,229 | $8.8M |
| OneDigital Investment Advisors LLC | 0.14% | Add +2.4% | 151,887 | $8.8M |
| High Net Worth Advisory Group LLC | 2.76% | Add +19.8% | 151,770 | $8.8M |
| Ellis Investment Partners, LLC | 1.91% | Add +11.0% | 151,655 | $8.8M |
| IVC Wealth Advisors LLC | 5.03% | Add +2.3% | 150,786 | $8.7M |
| Koshinski Asset Management, Inc. | 0.88% | Reduce -28.9% | 149,007 | $8.6M |
| Independent Financial Group, LLC | 0.39% | Add +16.5% | 147,790 | $8.6M |
| Naviter Wealth, LLC | 1.40% | Add +13.1% | 147,785 | $8.6M |
| Mayfair Advisory Group, LLC | 6.07% | Add +13.0% | 144,493 | $8.4M |
| StrongBox Wealth, LLC | 4.40% | Reduce -1.4% | 144,342 | $8.4M |
| Luken Investment Analytics, LLC | 4.21% | New | 144,325 | $8.4M |
| Cibc World Market Inc. | 0.02% | Add +148.5% | 144,199 | $8.3M |
| IFP Advisors, Inc | 0.36% | Reduce -22.6% | 143,220 | $8.3M |
| New England Private Wealth Advisors LLC | 1.45% | Add +2.4% | 143,845 | $8.3M |
| Ritter Daniher Financial Advisory LLC / DE | 2.70% | Add +8.7% | 140,751 | $8.1M |
| Retirement Guys Formula LLC | 3.95% | Add +13.7% | 140,103 | $8.1M |
| Members Advisory Group LLC | 4.58% | Add +1.6% | 139,823 | $8.1M |
| Wealth Advisors of Iowa, LLC | 4.90% | Add +29.9% | 139,203 | $8.1M |
| Renaissance Technologies | 0.01% | Reduce -51.2% | 138,538 | $8.0M |
| D.A. Davidson & Co. | 0.07% | Add +24.1% | 137,989 | $8.0M |
| Procyon Advisors, LLC | 0.62% | Reduce -6.2% | 137,558 | $8.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -6.2% | 137,531 | $8.0M |
| NewEdge Wealth, LLC | 0.18% | Add +262.5% | 142,576 | $7.9M |
| Lake Street Private Wealth, LLC | 1.10% | Add +9.3% | 136,526 | $7.9M |
| Eagle Bluffs Wealth Management LLC | 4.85% | Reduce -0.3% | 135,129 | $7.8M |
| Howard Capital Management, LLC | 0.84% | Add +13.2% | 132,383 | $7.7M |
| Zimmermann Investment Management & Planning LLC | 2.73% | Add +4.7% | 131,015 | $7.6M |
| Legacy Private Trust Co. | 0.55% | Add +2.6% | 130,955 | $7.6M |
| Prentice Wealth Management LLC | 2.63% | Add +3.9% | 130,914 | $7.6M |
| Cerity Partners LLC | 0.02% | Add +19.6% | 131,114 | $7.6M |
| Channel Wealth LLC | 3.03% | Add +84.9% | 130,149 | $7.5M |
| Patriot Financial Group Insurance Agency, LLC | 1.17% | Add +15.0% | 130,557 | $7.3M |
| Retirement Financial Solutions, LLC | 3.77% | Add +1.3% | 126,901 | $7.3M |
| Principal Securities, Inc. | 0.23% | Add +49.8% | 126,705 | $7.3M |
| Cambridge Advisors Inc. | 1.72% | Add +15.3% | 125,820 | $7.3M |
| All Season Financial Advisors, Inc. | 6.00% | Add +44.6% | 125,259 | $7.2M |
| Oppenheimer & Co. Inc. | 0.12% | Add +17.1% | 124,042 | $7.2M |
| Aprio Wealth Management, LLC | 1.39% | Add +22.2% | 122,641 | $7.1M |
| Snowden Capital Advisors LLC | 0.22% | Add +146.5% | 122,574 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -15.1% | 121,911 | $7.1M |
| Vienna Asset Management LLC | 6.32% | Reduce -20.1% | 119,929 | $6.9M |
| Masso Torrence Wealth Management Inc. | 4.07% | Add +9.1% | 118,685 | $6.9M |
| Walkner Condon Financial Advisors LLC | 1.46% | Reduce -9.4% | 118,567 | $6.9M |
| Blair William & Co. | 0.02% | Add +20.4% | 116,203 | $6.7M |
| Bridgewealth Advisory Group, LLC | 3.27% | Add +173.0% | 115,246 | $6.7M |
| Grant/GrossMendelsohn, LLC | 3.10% | Add +9.1% | 116,249 | $6.7M |
| Resonant Capital Advisors, LLC | 0.56% | Add +8.8% | 114,125 | $6.6M |
| KMG Fiduciary Partners, LLC | 0.68% | Add +0.8% | 113,452 | $6.6M |
| CIC Wealth, LLC | 1.88% | Add +9.5% | 111,650 | $6.5M |
| Cobblestone Asset Management LLC | 4.38% | Add +9.0% | 111,633 | $6.5M |
| Nations Financial Group Inc, /Ia/ | 0.54% | Add +9.1% | 111,196 | $6.4M |
| NCM Capital Management, LLC | 3.60% | Reduce -1.5% | 111,042 | $6.4M |
| Evermay Wealth Management LLC | 0.97% | Add +0.6% | 110,427 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.38% | Reduce -15.1% | 109,813 | $6.4M |
| Financial Futures Ltd Liability Co. | 4.17% | Reduce -5.2% | 108,740 | $6.3M |
| Moors & Cabot, Inc. | 0.34% | Add +14.3% | 108,266 | $6.3M |
| SeaCrest Wealth Management, LLC | 0.77% | Add +49.0% | 108,176 | $6.3M |
| Global Assets Advisory, LLC | 3.71% | Add +4.0% | 107,653 | $6.2M |
| Evergreen Wealth Management, LLC | 4.16% | No change | 106,142 | $6.1M |
| Principle Wealth Partners LLC | 0.48% | Add +2.1% | 106,040 | $6.1M |
| Unique Wealth, LLC | 1.73% | Reduce -47.3% | 106,035 | $6.1M |
| Capital Advisors Wealth Management, LLC | 1.27% | Reduce -21.7% | 105,680 | $6.1M |
| Ameritas Advisory Services, LLC | 0.25% | Add +140.0% | 106,135 | $6.1M |
| Foundry Financial Group, Inc. | 4.32% | Add +20.8% | 104,671 | $6.1M |
| Signal Advisors Wealth, LLC | 1.50% | Add +28.9% | 104,556 | $6.0M |
| WealthPLAN Partners, LLC | 0.62% | Add +1.3% | 104,241 | $6.0M |
| Destiny Wealth Partners, LLC | 1.08% | Add +5.1% | 104,154 | $6.0M |
| Waterloo Capital, L.P. | 0.76% | Add +360.4% | 103,130 | $6.0M |
| Foguth Wealth Management, LLC. | 3.20% | — | 103,106 | $6.0M |
| Financial Alternatives, Inc | 4.60% | Add +8.1% | 102,823 | $5.9M |
| Jupiter Wealth Management LLC | 3.14% | Reduce -1.8% | 104,513 | $5.9M |
| Wealthspire Retirement, LLC | 0.51% | Reduce -12.0% | 102,359 | $5.9M |
| Advisor OS, LLC | 0.68% | Reduce -67.5% | 102,229 | $5.9M |
| MJP Associates Inc. | 1.29% | Reduce -65.5% | 102,228 | $5.9M |
| Pennsylvania Capital Management Inc. | 2.44% | Add +3.1% | 101,747 | $5.9M |
| Regal Investment Advisors LLC | 0.40% | Add +29.2% | 100,664 | $5.8M |
| Toronto Dominion Bank | 0.01% | Reduce -71.4% | 100,000 | $5.8M |
| Mutual Advisors, LLC | 0.18% | Add +1.3% | 99,419 | $5.8M |
| MBA Advisors LLC | 2.94% | Add +3.3% | 98,158 | $5.7M |
| Security National Bank | 0.86% | Add +171.4% | 98,081 | $5.7M |
| Harbour Investments, Inc. | 0.20% | Add +59.1% | 97,500 | $5.6M |
| Hunter Associates Investment Management LLC | 0.95% | Add +20.9% | 97,417 | $5.6M |
| Visionary Wealth Advisors | 0.38% | Add +17.6% | 96,170 | $5.6M |
| MBL Wealth, LLC | 0.63% | Add +2.5% | 95,870 | $5.5M |
| L & S Advisors Inc | 0.71% | Add +39.0% | 95,401 | $5.5M |
| Essex Financial Services, Inc. | 0.51% | Add +4.4% | 95,244 | $5.5M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +0.5% | 95,234 | $5.5M |
| EverSource Wealth Advisors, LLC | 0.43% | Add +8.4% | 97,790 | $5.5M |
| Smith, Moore & Co. | 0.58% | Add +10.4% | 94,140 | $5.4M |
| Vicus Capital | 0.50% | Add +0.1% | 94,021 | $5.4M |
| Power Wealth Management LLC | 3.40% | Add +15.4% | 93,753 | $5.4M |
| TrinityPoint Wealth, LLC | 0.89% | Add +46.4% | 93,296 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +34.2% | 92,070 | $5.3M |
| Arete Wealth Advisors, LLC | 0.49% | Reduce -4.3% | 91,682 | $5.3M |
| Lowe Wealth Advisors, LLC | 2.47% | Add +6.3% | 91,614 | $5.3M |
| Edgemoor Investment Advisors, Inc. | 0.50% | Add +48.4% | 91,140 | $5.3M |
| Cascade Wealth Advisors, Inc | 4.42% | — | 92,578 | $5.2M |
| Baker Avenue Asset Management, LP | 0.20% | Reduce -31.0% | 89,832 | $5.2M |
| Creative Planning | 0.01% | Add +24.0% | 89,461 | $5.2M |
| Thomasville National Bank | 0.43% | Add +11.6% | 89,305 | $5.2M |
| Beck Capital Management, LLC | 1.47% | Reduce -1.5% | 88,577 | $5.1M |
| PFG Investments, LLC | 0.31% | Add +317.4% | 87,851 | $5.1M |
| Garden State Investment Advisory Services LLC | 1.85% | Add +8.8% | 87,880 | $5.0M |
| Traynor Capital Management, Inc. | 0.47% | Reduce -8.9% | 84,969 | $4.9M |
| Trajan Wealth LLC | 0.33% | — | 84,726 | $4.9M |
| Atria Investments, Inc | 0.07% | Add +5.0% | 84,161 | $4.9M |
| GeoWealth Management, LLC | 0.19% | Reduce -17.1% | 84,069 | $4.9M |
| WealthPlan Investment Management, LLC | 0.73% | Add +25.6% | 83,213 | $4.8M |
| Mountain Capital Investment Advisors Inc. | 1.34% | Add +259.5% | 83,853 | $4.8M |
| Kelly Financial Services LLC | 1.79% | Add +2.9% | 80,823 | $4.7M |
| Penney Financial, LLC | 3.44% | Reduce -0.4% | 80,622 | $4.7M |
| Shepherd Kaplan Krochuk, LLC | 3.69% | Add +55.6% | 79,941 | $4.6M |
| Strategic Blueprint, LLC | 0.33% | Reduce -0.7% | 79,215 | $4.6M |
| Intrua Financial, LLC | 0.71% | Reduce -0.3% | 78,469 | $4.5M |
| Investment Partners Asset Management, Inc. | 4.10% | Add +6.2% | 78,418 | $4.5M |
| Strategic Wealth Partners, Ltd. | 0.50% | Add +1.0% | 78,178 | $4.5M |
| Perigon Wealth Management, LLC | 0.14% | Add +15.9% | 77,949 | $4.5M |
| Integral Investment Advisors, Inc. | 1.85% | Add +8.1% | 77,397 | $4.5M |
| TBH Global Asset Management, LLC | 0.89% | Reduce -19.6% | 76,890 | $4.4M |
| Heritage Trust Co | 0.60% | Reduce -2.0% | 76,802 | $4.4M |
| Kennedy Investment Group, Inc. | 2.36% | Add +9.5% | 76,421 | $4.4M |
| Summit Wealth Partners, LLC | 0.94% | Reduce -2.3% | 75,971 | $4.4M |
| Madrona Financial Services, LLC | 1.53% | Reduce -6.0% | 75,788 | $4.4M |
| Consilium Wealth Advisory, LLC | 2.44% | Add +0.5% | 74,981 | $4.3M |
| Simplicity Wealth,LLC | 0.10% | New | 74,601 | $4.3M |
| Reitz Capital Advisors LLC | 7.73% | No change | 86,027 | $4.3M |
| Kingswood Wealth Advisors, LLC | 0.49% | Reduce -11.4% | 73,183 | $4.2M |
| Independent Wealth Network Inc. | 1.98% | Reduce -0.7% | 72,865 | $4.2M |
| Centaurus Financial, Inc. | 0.29% | Add +8.1% | 72,427 | $4.2M |
| Lionsbridge Wealth Management LLC | 3.24% | Add +1.6% | 72,316 | $4.2M |
| SlateStone Wealth, LLC | 0.42% | Add +2.5% | 72,313 | $4.2M |
| Cornerstone Wealth Group, LLC | 0.39% | Add +3.2% | 72,243 | $4.2M |
| Fairway Wealth LLC | 2.81% | Add +100.6% | 71,748 | $4.2M |
| Executive Wealth Management, LLC | 0.36% | Add +2.2% | 72,384 | $4.1M |
| Money Concepts Capital Corp. | 0.38% | Add +6.7% | 71,359 | $4.1M |
| ICA Group Wealth Management, LLC | 0.83% | Add +17.0% | 71,204 | $4.1M |
| MAI Capital Management | 0.04% | Reduce -16.4% | 70,937 | $4.1M |
| Pinnacle Financial Partners Inc | 0.09% | Add +52.5% | 70,857 | $4.1M |
| Southeast Asset Advisors, LLC | 0.49% | New | 69,812 | $4.0M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -8.8% | 69,601 | $4.0M |
| Princeton Global Asset Management LLC | 0.95% | Reduce -0.5% | 69,325 | $4.0M |
| Focused Wealth Management, Inc | 0.62% | Add +1.0% | 68,898 | $4.0M |
| Ignite Planners, LLC | 1.11% | Reduce -2.1% | 69,301 | $4.0M |
| StoneCrest Wealth Management, Inc. | 3.42% | Add +7.4% | 68,386 | $4.0M |
| Worth Financial Advisory Group, LLC | 2.69% | Add +1.6% | 67,149 | $3.9M |
| Lifestyle Asset Management, Inc. | 2.28% | Add +2.0% | 66,701 | $3.9M |
| Belpointe Asset Management LLC | 0.29% | Add +45.8% | 66,121 | $3.8M |
| Means Investment Co., Inc. | 0.49% | Add +3.2% | 66,012 | $3.8M |
| Paladin Advisory Group, LLC | 3.02% | Add +2.4% | 66,682 | $3.8M |
| Bristlecone Advisors, LLC | 0.34% | Add +8.0% | 65,929 | $3.8M |
| Joseph P. Lucia & Associates, LLC | 2.04% | Reduce -3.5% | 65,763 | $3.8M |
| CAP Partners, LLC | 3.35% | Reduce -3.9% | 65,626 | $3.8M |
| D'Orazio & Associates, Inc. | 0.61% | Reduce -12.8% | 65,358 | $3.8M |
| Milestone Asset Management, LLC | 1.07% | Add +1402.2% | 64,972 | $3.8M |
| Prudential PLC | 0.03% | Reduce -3.9% | 64,900 | $3.8M |
| Krilogy Financial LLC | 0.29% | Add +12.4% | 64,894 | $3.8M |
| FRG Family Wealth Advisors LLC | 0.73% | Add +5.6% | 66,815 | $3.7M |
| O'ROURKE & COMPANY, Inc | 2.17% | Add +17.3% | 64,575 | $3.7M |
| Smartleaf Asset Management LLC | 0.72% | Reduce -14.7% | 64,657 | $3.7M |
| Cadence Bank | 0.27% | Add +40.9% | 63,715 | $3.7M |
| SevenBridge Financial Group, LLC | 0.83% | Add +4.9% | 65,367 | $3.7M |
| Raymond James Trust N.A. | 0.09% | Add +20.0% | 63,008 | $3.6M |
| RDA Financial Network | 1.24% | Add +64.6% | 62,663 | $3.6M |
| Cibc World Markets Corp. | 0.02% | Add +445.0% | 62,624 | $3.6M |
| Allred Capital Management, LLC | 1.41% | Add +18.5% | 62,592 | $3.6M |
| Parallel Advisors, LLC | 0.10% | Reduce -12.1% | 62,352 | $3.6M |
| Silverlake Wealth Management LLC | 1.83% | Add +9.1% | 62,125 | $3.6M |
| Accuvest Global Advisors | 1.57% | New | 61,936 | $3.6M |
| Sterling Investment Advisors, Ltd. | 1.01% | Add +46.9% | 61,882 | $3.6M |
| Lowery Thomas, LLC | 2.73% | Add +10.1% | 61,610 | $3.6M |
| Fermata Advisors, LLC | 0.80% | New | 61,588 | $3.6M |
| Csenge Advisory Group | 0.20% | Add +10.2% | 61,469 | $3.6M |
| Waverly Advisors, LLC | 0.08% | Add +25.1% | 61,442 | $3.6M |
| Foundations Investment Advisors, LLC | 0.09% | Add +73.7% | 61,405 | $3.6M |
| Community Financial Services Group, LLC | 0.79% | — | 59,891 | $3.5M |
| Vivid Wealth Management, LLC | 2.16% | Add +2.2% | 59,696 | $3.5M |
| Avestar Capital, LLC | 0.39% | Reduce -22.6% | 59,395 | $3.4M |
| Stelac Advisory Services LLC | 1.61% | Reduce -5.8% | 59,335 | $3.4M |
| SMART Wealth LLC | 1.55% | Add +1180.8% | 59,301 | $3.4M |
| Perissos Private Wealth Management, LLC | 3.07% | — | 58,592 | $3.4M |
| Moss Adams Wealth Advisors LLC | 0.54% | Reduce -93.8% | 58,478 | $3.4M |
| Ehrlich Financial Group | 2.85% | Add +17.4% | 58,450 | $3.4M |
| Weinberger Asset Management, Inc | 1.62% | Reduce -1.2% | 58,118 | $3.4M |
| Next Level Private LLC | 1.53% | Add +36.1% | 57,758 | $3.3M |
| Nordwand Advisors, LLC | 1.29% | Add +58.0% | 57,295 | $3.3M |
| Capital Investment Advisory Services, LLC | 0.35% | Add +15.9% | 57,174 | $3.3M |
| TrueWealth Advisors, LLC | 1.28% | Reduce -16.2% | 57,085 | $3.3M |
| N.E.W. Advisory Services LLC | 0.37% | Add +29.8% | 57,049 | $3.3M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -1.1% | 56,941 | $3.3M |
| Meeder Advisory Services, Inc. | 0.33% | Add +8.6% | 56,658 | $3.3M |
| Beaumont Financial Advisors, LLC | 0.27% | Reduce -79.8% | 56,599 | $3.3M |
| Transform Wealth, LLC | 0.31% | Reduce -20.2% | 56,385 | $3.3M |
| Northeast Financial Group, Inc. | 1.44% | Add +4.8% | 56,106 | $3.2M |
| Kovack Advisors, Inc. | 0.39% | Add +92.5% | 56,055 | $3.2M |
| Interchange Capital Partners, LLC | 2.18% | Add +2.8% | 56,494 | $3.2M |
| Hoylecohen, LLC | 0.25% | Add +37.9% | 55,618 | $3.2M |
| Cordgrass Capital Advisors, LLC | 1.00% | Add +5.3% | 55,549 | $3.2M |
| Harbor Investment Advisory, LLC | 0.34% | Add +12.1% | 55,540 | $3.2M |
| MIdWestOne Financial Group, Inc. | 0.57% | Add +24.5% | 54,864 | $3.2M |
| Continuum Advisory, LLC | 0.47% | Add +8.7% | 55,441 | $3.2M |
| Meadow Creek Wealth Advisors LLC | 2.19% | Add +2.1% | 54,518 | $3.2M |
| Hilltop Holdings Inc. | 0.35% | Reduce -6.1% | 54,511 | $3.2M |
| West Michigan Advisors, LLC | 1.02% | Add +12.1% | 54,187 | $3.1M |
| FourThought Financial Partners, LLC | 0.36% | Add +229.6% | 54,046 | $3.1M |
| Clarity Wealth Advisors, LLC | 1.05% | Add +9.3% | 53,860 | $3.1M |
| Evolution Wealth Advisors, LLC | 0.59% | Reduce -19.7% | 53,196 | $3.1M |
| Verus Capital Partners, LLC | 0.34% | Add +2.4% | 52,553 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +940.2% | 52,301 | $3.0M |
| Bellevue Asset Management, LLC | 1.70% | Add +11.6% | 51,820 | $3.0M |
| Institutional & Family Asset Management, LLC | 0.47% | Reduce -6.8% | 51,203 | $3.0M |
| Millennium Management | 0.00% | New | 51,165 | $3.0M |
| EWG Elevate Inc. | 1.13% | Add +7.5% | 51,111 | $3.0M |
| Clear Creek Financial Management, LLC | 0.38% | Add +13.8% | 50,724 | $2.9M |
| Private Client Services, LLC | 1.96% | Reduce -0.5% | 50,460 | $2.9M |
| RPg Family Wealth Advisory, LLC | 0.92% | Add +1.2% | 50,220 | $2.9M |
| Semus Wealth Partners LLC | 2.44% | Reduce -20.2% | 50,017 | $2.9M |
| Cahill Financial Advisors Inc. | 0.39% | Add +5.9% | 49,907 | $2.9M |
| Greenwich Wealth Management LLC | 0.23% | Add +14.3% | 49,717 | $2.9M |
| HB Wealth Management, LLC | 0.04% | Reduce -3.0% | 49,523 | $2.9M |
| Carr Financial Group Corp | 0.95% | Reduce -78.4% | 49,204 | $2.8M |
| Round Rock Advisors LLC | 0.68% | Reduce -5.8% | 48,935 | $2.8M |
| Triumph Capital Management | 1.15% | Add +18.6% | 48,896 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +9.8% | 48,490 | $2.8M |
| RFG Advisory, LLC | 0.10% | Add +97.5% | 48,326 | $2.8M |
| Goldstone Financial Group, LLC | 0.64% | Reduce -1.3% | 47,880 | $2.8M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +349.6% | 47,850 | $2.8M |
| Beam Wealth Advisors, Inc. | 1.66% | Add +2.1% | 47,822 | $2.8M |
| Marshall Financial Group, LLC | 0.79% | New | 47,748 | $2.8M |
| Claro Advisors Inc. | 0.48% | Reduce -2.3% | 47,521 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +204.9% | 47,466 | $2.7M |
| Balboa Wealth Partners | 0.87% | Add +6.9% | 47,218 | $2.7M |
| Ategra Capital Management, LLC | 1.25% | Add +6.7% | 47,022 | $2.7M |
| Herold Advisors, Inc. | 0.66% | Add +6.1% | 47,014 | $2.7M |
| Beck Bode, LLC | 0.55% | Reduce -11.6% | 46,784 | $2.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.53% | Add +10.0% | 46,670 | $2.7M |
| Aurora Private Wealth, Inc. | 2.30% | Reduce -14.6% | 46,541 | $2.7M |
| Panoramic Investment Advisors, LLC | 1.95% | Add +13.0% | 45,749 | $2.6M |
| Brown Advisory Inc. | 0.00% | Add +12.0% | 45,409 | $2.6M |
| Acorn Wealth Advisors, LLC | 1.37% | Reduce -0.2% | 45,245 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +3.6% | 45,063 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Add +23.2% | 45,018 | $2.6M |
| Rockport Wealth LLC | 1.73% | — | 45,205 | $2.6M |
| Redmond Asset Management, LLC | 0.82% | Add +7.3% | 44,713 | $2.6M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.8% | 44,568 | $2.6M |
| Silver Oak Securities, Incorporated | 0.39% | Reduce -5.2% | 44,313 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +24.7% | 44,192 | $2.6M |
| Rovin Capital /Ut/ | 1.04% | Add +1.8% | 43,923 | $2.5M |
| Gries Financial LLC | 0.42% | New | 43,915 | $2.5M |
| Register Financial Advisors LLC | 1.30% | Add +2.0% | 43,192 | $2.5M |
| FMA Wealth Management, LLC | 2.04% | Add +3.2% | 42,585 | $2.5M |
| Herbst Group, LLC | 1.52% | Reduce -7.2% | 42,543 | $2.5M |
| Hourglass Capital, LLC | 0.73% | No change | 42,150 | $2.4M |
| Flagstar Securities, Inc. | 0.67% | New | 41,854 | $2.4M |
| Whitford Management LLC | 1.36% | No change | 41,624 | $2.4M |
| Level Four Advisory Services, LLC | 0.13% | Add +0.3% | 43,740 | $2.4M |
| Oxinas Partners, LLC | 1.53% | Add +5.9% | 40,725 | $2.4M |
| Alpha Financial Partners LLC | 2.14% | Reduce -7.2% | 40,680 | $2.4M |
| Avaii Wealth Management, LLC | 1.38% | Reduce -11.0% | 40,503 | $2.3M |
| Scott Capital Advisors, LLC | 0.71% | Add +38.4% | 40,855 | $2.3M |
| Prosperity Financial Group, Inc. | 1.44% | Reduce -43.1% | 40,379 | $2.3M |
| Etfidea, LLC | 0.79% | Reduce -8.1% | 40,154 | $2.3M |
| Ancora Advisors LLC | 0.05% | Add +16.7% | 40,112 | $2.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.95% | Reduce -12.3% | 39,978 | $2.3M |
| AdvisorNet Financial, Inc | 0.22% | Add +11.5% | 39,726 | $2.3M |
| Gill Capital Partners, LLC | 0.93% | Add +0.9% | 41,075 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -25.3% | 38,491 | $2.2M |
| Gotham Asset Management | 0.03% | Add +1.3% | 38,454 | $2.2M |
| M Holdings Securities, Inc. | 0.37% | Add +18.3% | 38,400 | $2.2M |
| Rain Capital Management, LLC | 1.48% | Reduce -15.4% | 38,272 | $2.2M |
| Wealth Effects LLC | 0.81% | Reduce -1.1% | 37,989 | $2.2M |
| Pallas Capital Advisors LLC | 0.09% | Add +61.1% | 37,830 | $2.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Add +18.1% | 37,321 | $2.2M |
| Eudaimonia Partners, LLC | 0.51% | Reduce -20.2% | 36,969 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.85% | Add +11.2% | 36,943 | $2.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.70% | Add +5.2% | 36,846 | $2.1M |
| Lee Financial Group Hawaii, Inc. | 1.66% | Add +5.5% | 36,675 | $2.1M |
| SteelPeak Wealth, LLC | 0.11% | Add +12.6% | 36,533 | $2.1M |
| Plotkin Financial Advisors, LLC | 1.40% | Reduce -9.3% | 36,455 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +151.5% | 36,366 | $2.1M |
| Napatree Capital LLC | 2.01% | Reduce -2.3% | 37,151 | $2.1M |
| Kraematon Investment Advisors, Inc. | 2.06% | Add +3.1% | 35,303 | $2.0M |
| Moser Wealth Advisors, LLC | 1.13% | Add +20.8% | 35,195 | $2.0M |
| Summit Financial Wealth Advisors, LLC | 0.41% | Add +222.8% | 35,110 | $2.0M |
| Sage Capital Management, LLC | 1.09% | Add +31.0% | 34,830 | $2.0M |
| Private Wealth Partners, LLC | 0.16% | Add +30.9% | 34,733 | $2.0M |
| Gables Capital Management Inc. | 1.11% | Add +3.9% | 34,724 | $2.0M |
| Bridge Advisory, LLC | 0.99% | Reduce -6.7% | 34,613 | $2.0M |
| Lido Advisors, LLC | 0.02% | Add +24.5% | 34,141 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +469.6% | 33,993 | $2.0M |
| Financial Management Network Inc. | 0.49% | Add +37.6% | 34,549 | $2.0M |
| Nelson Capital Management, LLC | 0.37% | Add +2.3% | 33,781 | $2.0M |
| Prosperity Wealth Management, Inc. | 0.91% | Add +2.0% | 33,273 | $1.9M |
| First Heartland Consultants, Inc. | 0.20% | Add +16.1% | 33,098 | $1.9M |
| SkyOak Wealth, LLC | 0.46% | Add +16.1% | 33,056 | $1.9M |
| Dakota Wealth Management | 0.05% | New | 32,961 | $1.9M |
| CPC Advisors, LLC | 0.32% | Add +55.0% | 32,723 | $1.9M |
| Cascade Investment Group, Inc. | 1.42% | Reduce -2.5% | 32,684 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.12% | Add +79.0% | 32,576 | $1.9M |
| First PREMIER Bank | 0.50% | Add +9.5% | 32,484 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +1.6% | 31,793 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.46% | Add +0.1% | 31,413 | $1.8M |
| Vigilare Wealth Management | 0.90% | Reduce -1.8% | 31,393 | $1.8M |
| TD Waterhouse Canada Inc. | 0.01% | Add +15.4% | 40,201 | $1.8M |
| Stewardship Advisors, LLC | 0.62% | Reduce -3.3% | 31,273 | $1.8M |
| BKM Wealth Management, LLC | 0.78% | Reduce -1.5% | 31,214 | $1.8M |
| Cypress Capital Management LLC (WY) | 1.97% | Reduce -0.7% | 31,173 | $1.8M |
| Worth Asset Management, LLC | 1.11% | Add +53.8% | 31,169 | $1.8M |
| Ameriprise Financial Inc. | 0.00% | Add +87.0% | 31,056 | $1.8M |
| Guardian Financial Partners, LLC | 1.23% | Reduce -59.2% | 31,007 | $1.8M |
| Empire Financial Management Company, LLC | 0.59% | Reduce -1.4% | 30,992 | $1.8M |
| Northern Trust Corp. | 0.00% | Add +386.7% | 30,992 | $1.8M |
| McDonald Partners LLC | 0.49% | No change | 30,850 | $1.8M |
| Focus Financial Network, Inc. | 0.09% | — | 31,973 | $1.8M |
| Mission Wealth Management, LP | 0.05% | Add +4.3% | 30,646 | $1.8M |
| Sheets Smith Wealth Management | 0.20% | Reduce -0.3% | 30,571 | $1.8M |
| Venture Visionary Partners LLC | 0.08% | Add +85.8% | 30,484 | $1.8M |
| Intrepid Financial Planning Group LLC | 0.76% | Add +75.9% | 30,429 | $1.8M |
| National Philanthropic Trust | 0.04% | Reduce -12.1% | 30,409 | $1.8M |
| ELCO Management Co., LLC | 1.07% | Add +4.8% | 30,400 | $1.8M |
| Citizens Financial Group Inc. | 0.06% | Reduce -5.1% | 30,282 | $1.8M |
| CoreFirst Bank & Trust | 1.08% | Add +23.7% | 29,937 | $1.7M |
| Stegent Equity Advisors, Inc. | 1.73% | Reduce -4.4% | 29,481 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +13.5% | 29,378 | $1.7M |
| Clarity Capital Partners LLC | 1.11% | Reduce -3.0% | 29,277 | $1.7M |
| Lanark Financial, Inc. | 0.16% | Reduce -10.6% | 29,132 | $1.7M |
| Capital Advisory Group Advisory Services, LLC | 0.79% | Add +7.2% | 28,945 | $1.7M |
| LexAurum Advisors, LLC | 0.42% | Add +3.8% | 28,873 | $1.7M |
| Sunbelt Securities, Inc. | 0.18% | Add +8.8% | 28,627 | $1.7M |
| Legacy Bridge, LLC | 0.96% | Add +1.1% | 28,478 | $1.6M |
| LJI Wealth Management, LLC | 0.43% | Add +7.2% | 28,418 | $1.6M |
| Compound Planning, Inc. | 0.15% | Reduce -12.2% | 28,389 | $1.6M |
| Detalus Advisors, LLC | 0.58% | Reduce -14.0% | 28,361 | $1.6M |
| NFSG Corp | 0.71% | Add +114.5% | 28,007 | $1.6M |
| Source Financial Advisors LLC | 0.49% | Reduce -33.6% | 27,912 | $1.6M |
| Concord Wealth Partners | 0.29% | Add +10.0% | 27,622 | $1.6M |
| Arkadios Wealth Advisors | 0.12% | Add +1.9% | 27,548 | $1.6M |
| Sequent Planning LLC | 0.58% | — | 27,476 | $1.6M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -3.0% | 27,473 | $1.6M |
| HBK Sorce Advisory LLC | 0.06% | Reduce -2.1% | 27,467 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +7.1% | 27,250 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +1.1% | 27,197 | $1.6M |
| Frontier Asset Management, LLC | 0.58% | Add +11.2% | 27,188 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.42% | Add +23.3% | 27,970 | $1.6M |
| 3EDGE Asset Management, LP | 0.12% | Reduce -13.4% | 26,667 | $1.5M |
| Caprock Group, LLC | 0.09% | Add +1.7% | 26,358 | $1.5M |
| STAR Financial Bank | 1.30% | Add +3.9% | 26,244 | $1.5M |
| Somerset Trust Co | 0.62% | Add +10.7% | 26,103 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.25% | Add +44.4% | 25,960 | $1.5M |
| Purus Wealth Management, LLC | 0.74% | Reduce -2.4% | 25,795 | $1.5M |
| Crescent Grove Advisors, LLC | 0.15% | Add +1.3% | 25,632 | $1.5M |
| JSF Financial, LLC | 0.46% | Add +56.7% | 25,577 | $1.5M |
| Imprint Wealth LLC | 0.36% | New | 25,751 | $1.5M |
| Apexium Financial, LP | 0.11% | Reduce -64.2% | 25,437 | $1.5M |
| Archer Investment Corp | 0.44% | Add +132.8% | 25,416 | $1.5M |
| Wealth Alliance Advisory Group, LLC | 0.34% | Add +1.3% | 25,306 | $1.5M |
| Cabana LLC | 6.17% | New | 25,052 | $1.4M |
| Midwest Professional Planners, LTD. | 0.51% | Add +24.8% | 24,955 | $1.4M |
| Hexagon Capital Partners LLC | 0.32% | Add +25.6% | 24,954 | $1.4M |
| Global Retirement Partners, LLC | 0.05% | Add +4.3% | 24,889 | $1.4M |
| Chronos Wealth Management, LLC | 0.84% | Reduce -3.6% | 24,874 | $1.4M |
| Resolute Wealth Strategies, LLC | 0.87% | Reduce -2.2% | 24,867 | $1.4M |
| BCGM Wealth Management, LLC | 0.51% | Add +0.2% | 24,768 | $1.4M |
| FWG Holdings, LLC | 0.77% | Add +4.3% | 25,050 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -11.2% | 24,448 | $1.4M |
| Planning Directions Inc. | 0.98% | Add +196.0% | 24,431 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.41% | Reduce -1.1% | 24,261 | $1.4M |
| Trueblood Wealth Management, LLC | 0.79% | Reduce -9.1% | 23,955 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | — | 23,840 | $1.4M |
| EPG Wealth Management LLC | 0.33% | Add +0.1% | 23,489 | $1.4M |
| Family Asset Management, LLC | 0.85% | Add +0.3% | 23,428 | $1.4M |
| Realta Investment Advisors | 0.28% | Reduce -20.6% | 23,423 | $1.4M |
| Elevated Capital Advisors, LLC | 0.39% | Add +126.6% | 23,344 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -8.6% | 23,308 | $1.3M |
| Crewe Advisors LLC | 0.15% | Add +22.7% | 22,932 | $1.3M |
| World Investment Advisors | 0.19% | Reduce -62.3% | 22,610 | $1.3M |
| Sound Income Strategies, LLC | 0.10% | Reduce -11.2% | 22,587 | $1.3M |
| Main Line Retirement Advisors, LLC | 1.02% | Reduce -4.5% | 22,423 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.45% | Reduce -23.4% | 22,314 | $1.3M |
| Modus Advisors, LLC | 0.47% | Add +25.2% | 21,791 | $1.3M |
| Sunpointe, LLC | 1.39% | No change | 21,571 | $1.2M |
| Onyx Bridge Wealth Group LLC | 0.22% | Add +275.8% | 22,039 | $1.2M |
| Eudaimonia Advisors LLC | 0.66% | Reduce -30.4% | 21,297 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +844.7% | 21,114 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.43% | Add +8.4% | 21,075 | $1.2M |
| Howard Financial Services, LTD. | 0.21% | Reduce -5.3% | 20,693 | $1.2M |
| Mason & Associates Inc | 0.32% | Add +50.9% | 20,631 | $1.2M |
| Pointe Capital Management LLC | 0.73% | Add +9.2% | 20,565 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.23% | Reduce -10.0% | 20,548 | $1.2M |
| Stablepoint Partners, LLC | 0.24% | Add +21.2% | 20,279 | $1.2M |
| Autumn Glory Partners, LLC | 0.57% | No change | 20,256 | $1.2M |
| Coordinated Financial Services, Inc. | 1.04% | — | 20,231 | $1.2M |
| Auour Investments LLC | 0.43% | Add +6.5% | 20,158 | $1.2M |
| Gallacher Capital Management LLC | 0.59% | Add +4.8% | 20,055 | $1.2M |
| Spinnaker Investment Group, LLC | 0.33% | Reduce -9.5% | 20,037 | $1.2M |
| Econ Financial Services Corp | 0.71% | New | 19,786 | $1.1M |
| ERn Financial, LLC | 0.20% | Add +3.7% | 19,752 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | Reduce -9.8% | 19,744 | $1.1M |
| Navis Wealth Advisors, LLC | 1.37% | Add +169.3% | 19,728 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -41.0% | 19,665 | $1.1M |
| Smith Anglin Financial, LLC | 0.12% | Add +43.0% | 19,608 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.11% | No change | 20,623 | $1.1M |
| Mendel Capital Management LLC | 0.75% | Add +101.6% | 19,497 | $1.1M |
| Bellwether Advisors, LLC | 0.25% | Reduce -0.2% | 19,393 | $1.1M |
| Tucker Asset Management LLC | 0.25% | Add +13.6% | 19,043 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.66% | Reduce -17.6% | 18,960 | $1.1M |
| Collective Family Office LLC | 0.36% | Reduce -20.7% | 18,985 | $1.1M |
| BlackDiamond Wealth Management, LLC | 0.78% | Reduce -14.5% | 18,984 | $1.1M |
| Opus Capital Group, LLC | 0.16% | Add +6.9% | 18,927 | $1.1M |
| Sovereign Financial Group, Inc. | 0.29% | Add +4.4% | 18,914 | $1.1M |
| Strong Tower Advisory Services | 0.44% | Add +6.8% | 19,055 | $1.1M |
| Lokken Investment Group LLC | 0.54% | Add +14.2% | 18,750 | $1.1M |
| Avior Wealth Management, LLC | 0.05% | Add +94.7% | 18,721 | $1.1M |
| Mascoma Wealth Management LLC | 0.31% | Reduce -38.0% | 18,619 | $1.1M |
| Sepio Capital, LP | 0.09% | No change | 18,450 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.88% | Reduce -10.0% | 18,441 | $1.1M |
| KKM Financial LLC | 0.52% | Add +1.0% | 18,434 | $1.1M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -0.7% | 18,425 | $1.1M |
| Parsons Capital Management Inc. | 0.07% | Reduce -16.1% | 18,337 | $1.1M |
| Menard Financial Group LLC | 0.89% | New | 18,203 | $1.1M |
| Wealthspan Partners, LLC | 0.62% | Add +39.4% | 18,131 | $1.0M |
| Moseley Investment Management Inc. | 0.52% | Add +56.8% | 18,065 | $1.0M |
| Johnson Bixby & Associates, LLC | 0.18% | Reduce -91.1% | 17,888 | $1.0M |
| Wintrust Investments LLC | 0.09% | Add +14.4% | 17,875 | $1.0M |
| Novare Capital Management LLC | 0.09% | Add +0.7% | 17,825 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.37% | Add +26.8% | 17,817 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -30.6% | 17,764 | $1.0M |
| Syntegra Private Wealth Group, LLC | 0.13% | New | 17,736 | $1.0M |
| Leelyn Smith, LLC | 0.20% | Add +5.2% | 17,640 | $1.0M |
| Dover Advisors, LLC | 0.70% | Add +98.9% | 17,600 | $1.0M |
| PDS Planning, Inc | 0.11% | Add +70.8% | 17,373 | $1.0M |
| Haverford Trust Co | 0.01% | Add +6.3% | 17,227 | $997K |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +18.9% | 17,197 | $995K |
| Zega Financial, LLC | 0.43% | Reduce -30.9% | 17,099 | $989K |
| Park Avenue Securities LLC | 0.01% | Add +82.3% | 17,101 | $989K |
| Rockingstone Advisors LLC | 0.51% | Reduce -1.3% | 17,035 | $986K |
| AllSquare Wealth Management LLC | 0.57% | Add +7.1% | 16,950 | $981K |
| Lewis Asset Management, LLC | 0.81% | Reduce -3.0% | 16,891 | $977K |
| Chapin Davis, Inc. | 0.36% | Add +223.2% | 16,855 | $975K |
| Tranquility Partners, LLC | 0.38% | Reduce -3.3% | 16,781 | $971K |
| Strategic Financial Concepts, LLC | 0.23% | New | 16,512 | $955K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.9% | 16,368 | $947K |
| Wealthcare Capital Management LLC | 0.10% | Add +115.1% | 16,340 | $945K |
| Aviance Capital Partners, LLC | 0.14% | Add +5.4% | 16,100 | $932K |
| Independent Advisor Alliance | 0.03% | Reduce -12.9% | 16,078 | $930K |
| Marion Wealth Management | 0.28% | Add +6.3% | 16,032 | $928K |
| Accel Wealth Management | 0.39% | Reduce -2.6% | 15,980 | $925K |
| Capital Market Strategies LLC | 0.70% | Add +10.8% | 15,884 | $919K |
| Patten Group, Inc. | 0.22% | New | 15,779 | $913K |
| Lifeworks Advisors, LLC | 0.25% | Add +3.2% | 15,712 | $909K |
| Morse Asset Management, Inc | 0.23% | New | 15,632 | $904K |
| KFG Wealth Management, LLC | 0.37% | New | 15,477 | $896K |
| New Century Financial Group, LLC | 0.62% | New | 15,357 | $889K |
| Bison Wealth, LLC | 0.14% | Add +3.5% | 15,260 | $883K |
| Bluespring Wealth Management, LLC | 0.10% | Add +1.6% | 15,188 | $879K |
| Financial Advocates Investment Management | 0.05% | New | 12,522 | $878K |
| Secured Retirement Advisors, LLC | 0.74% | Add +6.9% | 15,028 | $870K |
| Lineweaver Wealth Advisors, LLC | 0.21% | Add +16.0% | 15,026 | $869K |
| United Advisor Group, LLC | 0.33% | New | 15,012 | $869K |
| Cherry Creek Investment Advisors, Inc. | 0.47% | Reduce -3.6% | 14,962 | $866K |
| GAMMA Investing LLC | 0.18% | Add +1789.0% | 14,961 | $866K |
| Wealth Alliance, LLC | 0.11% | Reduce -9.4% | 14,948 | $865K |
| Foster Victor Wealth Advisors, LLC | 0.08% | Add +33.6% | 15,107 | $858K |
| Moloney Securities Asset Management, LLC | 0.13% | Add +6.2% | 14,672 | $849K |
| Blue Chip Partners, LLC | 0.08% | Reduce -5.4% | 14,663 | $848K |
| Nvwm, LLC | 0.23% | Add +1.8% | 14,548 | $842K |
| Joel Isaacson & Co., LLC | 0.05% | Add +64.7% | 14,522 | $840K |
| Prudential Financial Inc. | 0.00% | Add +10.0% | 14,490 | $838K |
| BLB&B Advisors, LLC | 0.05% | New | 14,438 | $835K |
| Independent Investors Inc. | 0.20% | Reduce -1.0% | 14,420 | $834K |
| BOK Financial Private Wealth, Inc. | 0.06% | Add +1818.0% | 14,385 | $832K |
| Millennium Capital Advisors, LLC | 0.59% | Add +16.5% | 14,325 | $829K |
| Souders Financial Advisors | 0.13% | Add +8.6% | 14,222 | $823K |
| Park Edge Advisors, LLC | 0.23% | Add +105.3% | 14,149 | $819K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.23% | Add +33.8% | 14,074 | $814K |
| Marcum Wealth, LLC | 0.08% | Add +45.0% | 14,008 | $811K |
| Thrive Capital Management, LLC | 0.43% | New | 13,827 | $800K |
| Per Stirling Capital Management, LLC. | 0.13% | Add +2.2% | 13,806 | $799K |
| Moneco Advisors, LLC | 0.13% | Add +18.7% | 13,725 | $794K |
| Sage Advisory Services, Ltd.Co. | 0.22% | Reduce -96.7% | 13,730 | $794K |
| Highlander Capital Management, LLC | 0.31% | Add +6.1% | 13,715 | $794K |
| Blue Trust, Inc. | 0.01% | Add +392.1% | 13,701 | $793K |
| Annex Advisory Services, LLC | 0.03% | No change | 13,669 | $791K |
| Focus Partners Wealth | 0.01% | Add +51.5% | 13,525 | $783K |
| US Bancorp \de | 0.00% | Add +6.2% | 13,457 | $779K |
| Independence Bank of Kentucky | 0.23% | Add +14.3% | 13,290 | $769K |
| AlphaStar Capital Management, LLC | 0.08% | Reduce -55.4% | 13,280 | $768K |
| Trust Co | 0.10% | Add +4.6% | 13,195 | $763K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +24.2% | 13,110 | $759K |
| IAM Advisory, LLC | 0.21% | Add +1.3% | 12,979 | $751K |
| Coho Partners, Ltd. | 0.02% | Add +9.1% | 12,930 | $748K |
| Vise Technologies, Inc. | 0.15% | Add +146.1% | 12,842 | $743K |
| Arrowroot Family Office, LLC | 0.47% | New | 12,811 | $741K |
| Cozad Asset Management Inc. | 0.08% | Add +10.5% | 12,784 | $740K |
| Marino, Stram & Associates LLC | 0.17% | New | 12,670 | $733K |
| Advance Capital Management, Inc. | 0.05% | Add +33.7% | 12,667 | $733K |
| Wellington Shields Capital Management, LLC | 0.14% | Add +1.3% | 12,512 | $724K |
| Paradigm, Strategies in Wealth Management, LLC | 0.44% | Add +119.3% | 12,447 | $720K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 12,440 | $720K |
| American Financial Advisors, LLC | 0.10% | Add +21.7% | 12,438 | $720K |
| Alliance Wealth Advisors, LLC | 0.45% | Reduce -1.0% | 12,415 | $718K |
| FinTrust Capital Advisors, LLC | 0.14% | Add +3.7% | 12,412 | $718K |
| Benchmark Financial Wealth Advisors, LLC | 0.27% | Add +134.4% | 12,333 | $714K |
| American Money Management, LLC | 0.15% | Reduce -2.3% | 12,119 | $701K |
| Farther Finance Advisors, LLC | 0.04% | Add +20.8% | 12,244 | $701K |
| Obsidian Cio, LLC | 0.17% | Add +34.1% | 11,969 | $693K |
| Pinnacle Wealth Planning Services, Inc. | 0.10% | Add +0.0% | 11,905 | $689K |
| Mosley Wealth Management | 0.64% | Add +12.3% | 11,795 | $682K |
| Steward Partners Investment Solutions, LLC | 0.11% | Reduce -1.8% | 11,762 | $681K |
| Diversified Portfolios, Inc. | 0.10% | Add +36.5% | 11,670 | $675K |
| Advisor Resource Council | 0.29% | New | 12,260 | $674K |
| Etesian Wealth Advisors, Inc. | 0.39% | Add +39.5% | 11,626 | $673K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -59.0% | 11,614 | $672K |
| CPA Asset Management Group, LLC | 0.38% | Reduce -3.2% | 11,602 | $671K |
| Fortress Wealth Management, Inc. | 0.34% | Reduce -15.8% | 11,554 | $669K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +100.1% | 11,456 | $663K |
| Coldstream Capital Management Inc. | 0.02% | Add +20.7% | 11,354 | $657K |
| Founders Financial Securities LLC | 0.07% | Add +37.5% | 11,242 | $650K |
| Howard Wealth Management, LLC | 0.53% | Add +23.5% | 11,171 | $646K |
| Retirement Planning Group, LLC | 0.05% | Add +5.9% | 11,153 | $645K |
| Courier Capital LLC | 0.05% | Add +2.3% | 10,958 | $634K |
| Meeder Asset Management Inc. | 0.04% | Add +10.1% | 10,884 | $630K |
| Columbus Macro, LLC | 0.24% | Add +3.7% | 10,860 | $628K |
| Prostatis Group LLC | 0.23% | Reduce -77.2% | 10,436 | $604K |
| Saxony Capital Management, LLC | 0.72% | New | 10,375 | $600K |
| Biechele Royce Advisors | 0.20% | No change | 10,310 | $597K |
| Indie Asset Partners, LLC | 0.53% | Add +50.1% | 10,299 | $596K |
| Sanders Morris Harris LLC | 0.11% | Add +2.2% | 10,231 | $592K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -89.9% | 10,150 | $587K |
| StoneX Group Inc. | 0.05% | Add +17.1% | 10,061 | $582K |
| Citadel Advisors | 0.00% | New | 9,919 | $574K |
| Lion Street Advisors, LLC | 0.23% | No change | 10,415 | $573K |
| Ascension Capital Advisors, Inc. | 0.31% | New | 9,716 | $562K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.9% | 9,687 | $561K |
| Wealth Management Partners, LLC | 0.28% | Reduce -1.9% | 9,635 | $557K |
| Southland Equity Partners LLC | 0.16% | Reduce -0.2% | 9,628 | $557K |
| Andina Capital Management, LLC | 0.43% | New | 9,585 | $555K |
| IMS Capital Management | 0.25% | Add +0.0% | 9,456 | $547K |
| Fifth Third Bancorp | 0.00% | Reduce -23.8% | 9,444 | $546K |
| Fortitude Advisory Group L.L.C. | 0.31% | Add +130.9% | 9,401 | $544K |
| Fisher Asset Management | 0.00% | New | 9,366 | $542K |
| Evercore Wealth Management, LLC | 0.01% | No change | 9,334 | $540K |
| Fiduciary Trust Co | 0.01% | New | 9,329 | $540K |
| Asset Allocation Strategies LLC | 0.19% | Add +28.8% | 9,328 | $540K |
| Fernwood Investment Management, LLC | 0.15% | New | 9,156 | $530K |
| Thompson Davis & Co., Inc. | 0.36% | Reduce -3.7% | 9,150 | $529K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +0.9% | 9,111 | $527K |
| LVZ, Inc. | 0.07% | Reduce -20.8% | 9,106 | $527K |
| FirstPurpose Wealth LLC | 0.19% | Add +32.7% | 9,232 | $523K |
| Clearstead Trust, LLC | 0.14% | No change | 9,042 | $523K |
| Montis Financial, LLC | 0.25% | New | 9,036 | $523K |
| Cascade Financial Partners, LLC | 0.07% | — | 9,257 | $520K |
| Darden Wealth Group Inc | 0.41% | Add +4.1% | 8,950 | $518K |
| Koa Wealth Management, LLC | 0.47% | Add +0.0% | 8,944 | $517K |
| Qube Research & Technologies Ltd | 0.00% | Add +118.2% | 8,941 | $517K |
| Brighton Jones LLC | 0.02% | Add +5.4% | 8,922 | $516K |
| Montag A & Associates Inc. | 0.03% | Add +4.4% | 8,889 | $514K |
| Sugarloaf Wealth Management, LLC | 0.11% | Reduce -45.2% | 8,790 | $509K |
| Virtue Capital Management, LLC | 0.09% | Reduce -8.6% | 8,988 | $507K |
| Legacy Financial Strategies, LLC | 0.13% | New | 8,693 | $503K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -29.7% | 8,691 | $503K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -29.4% | 8,688 | $503K |
| Paragon Private Wealth Management, LLC | 0.30% | No change | 8,628 | $499K |
| Tritonpoint Wealth, LLC | 0.05% | Add +7.2% | 9,605 | $497K |
| Canvas Wealth Advisors, LLC | 0.17% | New | 8,871 | $493K |
| Smallwood Wealth Investment Management, LLC | 0.38% | Add +37.4% | 8,498 | $492K |
| Cutter & CO Brokerage, Inc. | 0.12% | Add +14.5% | 8,472 | $490K |
| Taylor & Morgan Wealth Management, LLC | 0.36% | Add +9.0% | 8,387 | $485K |
| Stockman Wealth Management, Inc. | 0.09% | Add +18.8% | 8,346 | $483K |
| Element Wealth, LLC | 0.28% | Add +33.8% | 8,282 | $479K |
| JT Stratford LLC | 0.10% | Add +9.7% | 8,254 | $478K |
| Chicago Partners Investment Group LLC | 0.02% | Add +118.9% | 8,473 | $478K |
| Samalin Investment Counsel, LLC | 0.23% | Add +3.2% | 8,220 | $476K |
| Paragon Financial Partners, Inc. | 0.39% | Add +1.1% | 8,187 | $474K |
| OneAscent Financial Services LLC | 0.05% | New | 8,172 | $473K |
| Pinnacle Family Advisors, LLC | 0.25% | Add +6.9% | 8,157 | $472K |
| IPG Investment Advisors LLC | 0.10% | Add +11.7% | 8,125 | $470K |
| Walled Lake Planning & Wealth Management, LLC | 0.19% | Add +1.0% | 8,124 | $470K |
| Cedar Brook Financial Partners, LLC | 0.09% | Add +22.4% | 8,090 | $468K |
| Seaview Investment Managers LLC | 0.14% | New | 8,052 | $466K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -96.8% | 8,019 | $464K |
| Colonial Trust Co / SC | 0.09% | Add +20.8% | 7,978 | $462K |
| AlphaMark Advisors, LLC | 0.16% | Add +12.8% | 7,956 | $460K |
| Key Financial Inc | 0.12% | Reduce -0.7% | 7,915 | $458K |
| Armstrong, Fleming & Moore, Inc | 0.32% | New | 7,885 | $456K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | Add +0.8% | 8,039 | $451K |
| SimpliFi, Inc. | 0.20% | Add +10.9% | 7,639 | $442K |
| &partners | 0.06% | Reduce -60.9% | 7,570 | $438K |
| WESPAC Advisors, LLC | 0.25% | Reduce -4.9% | 7,544 | $436K |
| Sterling Manor Financial, LLC | 0.33% | Add +12.7% | 7,515 | $435K |
| Cannell & Spears LLC | 0.01% | New | 7,500 | $434K |
| Curi Capital, LLC | 0.01% | New | 7,482 | $433K |
| Tempus Wealth Planning, LLC | 0.19% | Reduce -6.2% | 7,481 | $433K |
| Main Street Financial Solutions, LLC | 0.05% | Add +19.6% | 7,479 | $433K |
| Activest Wealth Management | 0.21% | Add +687.0% | 7,406 | $429K |
| West Wealth Group, LLC | 0.16% | New | 7,290 | $422K |
| Latitude Advisors, LLC | 0.26% | Reduce -69.5% | 7,270 | $421K |
| Berger Financial Group, Inc | 0.03% | Add +0.0% | 7,158 | $414K |
| TRUE Private Wealth Advisors | 0.05% | Add +5.2% | 7,142 | $413K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +17.6% | 7,072 | $409K |
| Aspen Wealth Strategies, LLC | 0.28% | Add +50.0% | 7,049 | $408K |
| Tanglewood Wealth Management, Inc. | 0.05% | No change | 7,040 | $407K |
| FSB Premier Wealth Management, Inc. | 0.19% | Add +28.6% | 6,993 | $405K |
| 1900 Wealth Management LLC | 0.04% | Reduce -5.8% | 6,777 | $392K |
| Keybank National Association | 0.00% | Add +21.1% | 6,720 | $389K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,686 | $387K |
| FSC Wealth Advisors, LLC | 0.27% | Add +79.0% | 6,586 | $381K |
| Atlantic Private Wealth, LLC | 0.31% | No change | 6,543 | $379K |
| Lakeridge Wealth Management LLC | 0.24% | New | 6,518 | $377K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +62.3% | 6,515 | $377K |
| LGT Financial Advisors LLC | 0.44% | Reduce -4.1% | 6,489 | $375K |
| Legacy Financial Group LLC | 0.08% | New | 6,486 | $375K |
| Endowment Wealth Management, Inc. | 0.28% | Reduce -5.8% | 6,390 | $370K |
| AlTi Global, Inc. | 0.01% | New | 6,361 | $368K |
| Strategic Family Wealth Counselors, L.L.C. | 0.14% | Add +20.7% | 6,319 | $366K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -1.3% | 6,301 | $365K |
| Delta Financial Group, Inc. | 0.11% | New | 6,272 | $363K |
| Argent Advisors, Inc. | 0.14% | Reduce -6.0% | 6,266 | $363K |
| Weatherly Asset Management L. P. | 0.03% | New | 6,205 | $359K |
| Townsquare Capital LLC | 0.01% | Add +31.9% | 6,194 | $358K |
| Mattern Wealth Management LLC | 0.09% | New | 6,188 | $358K |
| Embree Financial Group | 0.07% | Reduce -29.0% | 6,145 | $356K |
| LaSalle St. Investment Advisors, LLC | 0.20% | Reduce -21.6% | 6,060 | $350K |
| Pine Valley Investments Ltd Liability Co | 0.03% | New | 5,997 | $347K |
| TAGStone Capital, Inc. | 0.20% | Add +1.8% | 5,968 | $345K |
| Arcus Capital Partners, LLC | 0.11% | Add +74.1% | 5,939 | $344K |
| CoreCap Advisors, LLC | 0.02% | New | 5,884 | $340K |
| John W. Brooker & Co., CPAs | 0.18% | Reduce -10.8% | 5,877 | $340K |
| Bank of New Hampshire | 0.09% | Add +20.5% | 5,875 | $340K |
| LifePro Asset Management | 0.22% | Add +3.9% | 5,785 | $335K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Reduce -2.5% | 5,760 | $333K |
| VitalStone Financial, LLC | 0.25% | Add +92.2% | 5,698 | $330K |
| Columbia Asset Management | 0.07% | No change | 6,000 | $330K |
| Defender Capital, LLC. | 0.11% | No change | 5,625 | $325K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -5.6% | 5,608 | $324K |
| Outlook Wealth Advisors, LLC | 0.10% | Reduce -2.4% | 5,570 | $322K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 5,500 | $318K |
| Capital City Trust Co. | 0.09% | No change | 5,454 | $316K |
| Pine Harbor Wealth Management, LLC | 0.20% | Add +6.9% | 5,411 | $313K |
| Florida Financial Advisors, LLC | 0.23% | New | 5,400 | $312K |
| FDx Advisors, Inc. | 0.05% | Reduce -95.8% | 5,379 | $311K |
| Leo Wealth, LLC | 0.03% | No change | 5,314 | $304K |
| Vontobel Holding Ltd. | 0.00% | Reduce -40.2% | 5,237 | $303K |
| Capital CS Group, LLC | 0.30% | New | 5,220 | $302K |
| Penbrook Management LLC | 0.18% | Add +4.0% | 5,150 | $298K |
| Hixon Zuercher, LLC | 0.13% | Add +1.7% | 5,146 | $298K |
| Archford Capital Strategies, LLC | 0.05% | New | 5,141 | $297K |
| Formidable Asset Management, LLC | 0.05% | Add +6.1% | 5,139 | $297K |
| Aft, Forsyth & Company, Inc. | 0.17% | Add +7.7% | 5,124 | $296K |
| Betterment LLC | 0.00% | Add +14.3% | 5,119 | $296K |
| Fort Point Capital Partners LLC | 0.04% | New | 5,079 | $294K |
| BOS Asset Management, LLC | 0.15% | Add +0.7% | 5,072 | $293K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.12% | New | 5,025 | $291K |
| Triad Wealth Partners, LLC | 0.22% | — | 5,020 | $290K |
| Gratus Capital, LLC | 0.01% | No change | 5,000 | $289K |
| Chelsea Counsel Co. | 0.16% | No change | 4,980 | $288K |
| Merit Financial Group, LLC | 0.01% | Add +17.5% | 5,127 | $287K |
| Sterling Investment Counsel, LLC | 0.13% | New | 4,913 | $284K |
| Astoria Portfolio Advisors LLC. | 0.11% | Add +4.6% | 5,089 | $283K |
| Lodestar Private Asset Management LLC | 0.04% | Add +7.7% | 4,882 | $282K |
| Naples Global Advisors, LLC | 0.03% | Add +26.1% | 4,836 | $280K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +23.0% | 4,807 | $278K |
| Ethos Financial Group, LLC | 0.05% | New | 4,810 | $278K |
| Future Financial Wealth Managment LLC | 0.21% | New | 4,803 | $278K |
| JFS Wealth Advisors, LLC | 0.02% | Add +24.2% | 4,751 | $275K |
| MGB Wealth Management, LLC | 0.11% | Reduce -3.2% | 4,730 | $274K |
| Grandview Asset Management LLC | 0.12% | New | 4,682 | $271K |
| Capital Planning LLC | 0.09% | No change | 4,680 | $271K |
| Tortoise Investment Management, LLC | 0.03% | Add +9200.0% | 4,650 | $269K |
| Squire Investment Management Company, LLC | 0.17% | No change | 4,635 | $268K |
| Laraway Financial Advisors Inc | 0.24% | New | 4,620 | $267K |
| Bright Futures Wealth Management, LLC. | 0.14% | — | 4,700 | $267K |
| Columbia Advisory Partners LLC | 0.27% | Reduce -54.4% | 4,583 | $265K |
| Seamount Financial Group Inc. | 0.23% | Reduce -13.5% | 4,563 | $264K |
| Solutions 4 Wealth, Ltd | 0.74% | Add +1.8% | 4,532 | $262K |
| Sonata Capital Group Inc. | 0.12% | Add +16.1% | 4,514 | $261K |
| RBA Wealth Management, LLC | 0.11% | Reduce -0.4% | 4,506 | $261K |
| Fluent Financial, LLC | 0.14% | Add +4.2% | 4,467 | $258K |
| Fortis Capital Advisors, LLC | 0.11% | New | 4,463 | $258K |
| Clarus Wealth Advisors | 0.15% | Reduce -0.8% | 4,530 | $257K |
| Tyler-Stone Wealth Management | 0.11% | Add +79.9% | 4,434 | $257K |
| Solidarity Wealth, LLC | 0.08% | Add +19.9% | 4,416 | $256K |
| Keystone Wealth Services, LLC | 0.08% | Add +9.4% | 4,415 | $255K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +7.5% | 4,414 | $255K |
| Academy Capital Management | 0.05% | No change | 4,411 | $255K |
| Avalon Capital Management | 0.10% | Reduce -3.6% | 4,360 | $252K |
| Atlas Brown,Inc. | 0.09% | Reduce -0.2% | 4,345 | $251K |
| Wesbanco Bank Inc. | 0.01% | New | 4,325 | $250K |
| DeDora Capital, Inc. | 0.08% | New | 4,297 | $249K |
| Savvy Advisors, Inc. | 0.14% | Add +9.9% | 4,293 | $248K |
| Bell Bank | 0.02% | Add +10.7% | 4,292 | $248K |
| Westover Capital Advisors, LLC | 0.07% | Add +8.5% | 4,289 | $248K |
| FineMark National Bank & Trust | 0.01% | New | 4,283 | $248K |
| Bay Rivers Group | 0.14% | Add +12.9% | 4,280 | $248K |
| M&T Bank Corp | 0.00% | New | 4,271 | $247K |
| Eagle Bay Advisors LLC | 0.15% | Add +31.3% | 4,249 | $246K |
| Bfsg, LLC | 0.03% | Reduce -2.8% | 4,234 | $245K |
| Veracity Capital LLC | 0.09% | Add +1.8% | 4,197 | $243K |
| First Horizon Advisors, Inc. | 0.01% | Add +92.5% | 4,173 | $241K |
| Waller Financial Planning Group, Inc. | 0.06% | New | 4,148 | $240K |
| Baxter Bros Inc. | 0.03% | New | 4,142 | $240K |
| Retirement Group, LLC | 0.09% | Add +29.0% | 4,136 | $239K |
| Carson Advisory Inc. | 0.17% | Reduce -9.7% | 4,136 | $239K |
| McAdam, LLC | 0.02% | Reduce -8.5% | 4,122 | $239K |
| Fortem Financial Group, LLC | 0.10% | No change | 4,082 | $236K |
| J. L. Bainbridge & Co., Inc. | 0.03% | New | 4,076 | $236K |
| CRA Financial Services, LLC | 0.05% | Reduce -7.1% | 4,062 | $235K |
| Marathon Mission, Inc. | 0.18% | New | 4,000 | $231K |
| GTS Securities LLC | 0.01% | New | 4,000 | $231K |
| Arden Trust Co | 0.03% | Reduce -0.7% | 3,968 | $230K |
| Baker Tilly Wealth Management, LLC | 0.04% | New | 3,950 | $229K |
| Sachetta, LLC | 0.10% | No change | 4,012 | $221K |
| Advisory Alpha, LLC | 0.01% | Reduce -12.4% | 3,805 | $220K |
| Seelaus Asset Management LLC | 0.23% | Reduce -38.2% | 3,800 | $220K |
| CW Advisors, LLC | 0.00% | Reduce -2.3% | 3,799 | $220K |
| Macroview Investment Management LLC | 0.24% | No change | 3,780 | $219K |
| Objective Capital Management, LLC | 0.15% | New | 3,778 | $219K |
| Rollins Financial Advisors, LLC | 0.04% | New | 3,775 | $218K |
| Acorns Advisers, LLC | 0.00% | New | 3,773 | $218K |
| Wills Financial Group, Inc. | 0.10% | No change | 3,757 | $217K |
| XML Financial, LLC | 0.02% | New | 3,733 | $216K |
| Tiemann Investment Advisors, LLC | 0.10% | Add +5.7% | 3,725 | $216K |
| Patrick M Sweeney & Associates, Inc. | 0.18% | New | 3,716 | $215K |
| Clear Point Advisors Inc. | 0.18% | Add +1.8% | 3,705 | $214K |
| Quad-Cities Investment Group, LLC | 0.13% | Add +0.8% | 3,701 | $214K |
| Glen Eagle Advisors, LLC | 0.04% | Add +434.3% | 3,665 | $212K |
| Beacon Financial Planning, Inc. | 0.15% | New | 3,644 | $211K |
| Choate Investment Advisors | 0.01% | New | 3,575 | $207K |
| Navalign, LLC | 0.07% | Reduce -11.7% | 3,550 | $205K |
| Clayton Financial Group LLC | 0.09% | New | 3,542 | $205K |
| Nicholas Wealth, LLC. | 0.16% | New | 3,523 | $204K |
| Disciplined Investments, LLC | 0.11% | New | 3,500 | $203K |
| DCM Advisors, LLC | 0.08% | New | 3,495 | $202K |
| Fiduciary Alliance LLC | 0.04% | New | 3,529 | $202K |
| Financial Perspectives, Inc | 0.07% | Add +6.7% | 3,384 | $196K |
| Alaska Wealth Advisors, LLC | 0.03% | No change | 3,375 | $195K |
| Trust Co. of Vermont | 0.01% | New | 3,288 | $190K |
| Dunhill Financial, LLC | 0.13% | Reduce -47.5% | 3,109 | $180K |
| Private Trust Co. NA | 0.02% | Add +4.4% | 3,107 | $180K |
| HBC Financial Services, PLLC | 0.12% | Reduce -5.6% | 3,180 | $176K |
| Laffer Tengler Investments, Inc. | 0.06% | Reduce -75.7% | 2,933 | $170K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -18.6% | 2,875 | $166K |
| Pinnacle Bancorp, Inc. | 0.05% | New | 2,800 | $162K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +326.4% | 2,806 | $162K |
| American Capital Advisory, LLC | 0.14% | Reduce -73.5% | 2,892 | $158K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -14.9% | 2,728 | $158K |
| Creative Financial Designs Inc. | 0.01% | Add +1.7% | 2,708 | $157K |
| Alaska Permanent Capital Management, LLC | 0.01% | New | 2,690 | $156K |
| Core Wealth Advisors, Inc. | 0.05% | Add +9.6% | 2,518 | $146K |
| Caitlin John, LLC | 0.11% | Add +9.9% | 2,516 | $146K |
| Wellington Shields & Co., LLC | 0.05% | Add +150.0% | 2,500 | $145K |
| Bessemer Group Inc. | 0.00% | No change | 2,494 | $144K |
| BBJS Financial Advisors, LLC | 0.05% | Reduce -11.0% | 2,427 | $140K |
| Winch Advisory Services, LLC | 0.04% | Add +92.2% | 2,356 | $136K |
| Balefire, LLC | 0.05% | Add +2.5% | 2,349 | $136K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -21.8% | 2,341 | $135K |
| Halpern Financial, Inc. | 0.04% | Add +142.4% | 2,320 | $132K |
| Woodmont Investment Counsel LLC | 0.01% | New | 2,254 | $130K |
| Arax Advisory Partners | 0.01% | Reduce -4.7% | 2,191 | $127K |
| Voisard Asset Management Group, Inc. | 0.07% | Reduce -18.2% | 2,080 | $120K |
| Providence Capital Advisors, LLC | 0.03% | New | 1,996 | $115K |
| TD Private Client Wealth LLC | 0.00% | Add +376.8% | 1,931 | $112K |
| Smithfield Trust Co | 0.01% | New | 1,900 | $110K |
| Creekmur Asset Management LLC | 0.04% | Reduce -61.0% | 1,849 | $107K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3500.0% | 1,800 | $104K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $98K |
| Janiczek Wealth Management, LLC | 0.02% | Add +0.6% | 1,570 | $91K |
| Global Trust Asset Management, LLC | 0.04% | Add +146.8% | 1,513 | $88K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,500 | $87K |
| WR Wealth Planners, LLC | 0.03% | New | 1,482 | $86K |
| SYM FINANCIAL Corp | 0.01% | Reduce -74.3% | 1,356 | $78K |
| Salem Investment Counselors Inc. | 0.00% | Add +17.5% | 1,342 | $78K |
| Highline Wealth Partners LLC | 0.03% | Add +20.2% | 1,322 | $77K |
| Optimum Investment Advisors | 0.03% | Add +331.3% | 1,294 | $75K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.9% | 1,231 | $71K |
| Pinnacle Holdings, LLC | 0.03% | New | 1,205 | $70K |
| TrinityBridge Ltd | 0.00% | No change | 1,145 | $66K |
| UMB Bank, n.a. | 0.00% | No change | 1,096 | $63K |
| Investors Research Corp | 0.01% | New | 1,091 | $63K |
| Cutler Group LLC / CA | 0.03% | New | 1,100 | $63K |
| Valley National Advisers Inc. | 0.01% | Add +43.5% | 1,059 | $61K |
| First Manhattan Co. Llc. | 0.00% | No change | 1,050 | $61K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -25.3% | 1,029 | $60K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,000 | $58K |
| Bogart Wealth, LLC | 0.00% | No change | 980 | $57K |
| NorthRock Partners, LLC | 0.00% | Reduce -2.8% | 976 | $56K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | New | 974 | $56K |
| Elevation Wealth Partners, LLC | 0.03% | Add +4.0% | 937 | $54K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 857 | $50K |
| National Bank of Canada | 0.00% | No change | 820 | $47K |
| Westside Investment Management, Inc. | 0.01% | Add +33.3% | 800 | $46K |
| Perritt Capital Management Inc | 0.02% | Add +1.9% | 769 | $45K |
| Roble, Belko & Company, Inc | 0.01% | No change | 763 | $44K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +105.2% | 716 | $41K |
| Front Row Advisors LLC | 0.02% | Add +83.1% | 705 | $41K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -38.5% | 692 | $40K |
| NBT Bank, N.A. | 0.00% | No change | 692 | $40K |
| Pin Oak Investment Advisors Inc. | 0.04% | Add +0.3% | 699 | $40K |
| Fortitude Family Office, LLC | 0.03% | Reduce -42.2% | 690 | $40K |
| Private Capital Management LLC | 0.01% | Add +18.8% | 665 | $38K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 660 | $38K |
| Raffa Wealth Management, LLC | 0.01% | Add +22.1% | 635 | $37K |
| Morris Financial Concepts, Inc. | 0.02% | Add +114.1% | 621 | $36K |
| Burkett Financial Services, LLC | 0.02% | New | 610 | $35K |
| HM Payson & Co. | 0.00% | New | 589 | $34K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -3.6% | 584 | $34K |
| Larson Financial Group LLC | 0.00% | Add +129.8% | 556 | $32K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 531 | $31K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 530 | $31K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $23K |
| WealthShield Partners, LLC | 0.00% | Reduce -24.8% | 397 | $23K |
| FMR LLC | 0.00% | Add +159.2% | 368 | $21K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 292 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 280 | $16K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 276 | $16K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 271 | $16K |
| TCTC Holdings, LLC | 0.00% | No change | 269 | $16K |
| Glassman Wealth Services | 0.00% | Add +286.0% | 220 | $13K |
| Accordant Advisory Group Inc | 0.01% | — | 200 | $12K |
| Pineridge Advisors LLC | 0.00% | No change | 200 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $12K |
| Godsey & Gibb, Inc. | 0.00% | New | 155 | $9K |
| First Community Trust NA | 0.01% | No change | 146 | $8K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 150 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 133 | $7K |
| Tidemark, LLC | 0.00% | No change | 102 | $6K |
| Planning Capital Management Corp | 0.00% | New | 101 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 100 | $6K |
| Chesapeake Asset Management LLC | 0.01% | Add +1.1% | 93 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -27.5% | 87 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 86 | $5K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 50 | $3K |
| American National Bank & Trust | 0.00% | No change | 50 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 42 | $2K |
| Private Ocean, LLC | 0.00% | Add +2.7% | 38 | $2K |
| Goodman Advisory Group, LLC | 0.00% | New | 33 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 33 | $2K |
| Aspect Partners, LLC | 0.00% | Add +50.0% | 30 | $2K |
| Aspire Wealth Management Corp | 0.00% | New | 30 | $2K |
| Abound Wealth Management | 0.00% | Reduce -52.7% | 26 | $2K |
| Heck Capital Advisors, LLC | 0.00% | No change | 23 | $1K |
| JNBA Financial Advisors | 0.00% | New | 21 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 16 | $926 |
| Mather Group, Llc. | 0.00% | New | 10 | $550 |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -97.7% | 5 | $314 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 3 | $174 |
| Impact Partnership Wealth, LLC | 0.00% | No change | 1 | $56 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.