JPMorgan Equity Premium IncoJEPIETF
13F holders, Q2 2024 (June 30)1,081holders +33
95new positions
67sold out
4famous investors
$56.45avg. 13F price*
At the end of Q2 2024, 1,081 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 33 from Q1 2024. 95 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($2.2B), Bank of America Corp. ($1.6B) and JPMorgan Chase & Co. ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $76.8M |
| Exits | 67 | $230.8M |
All 13F filers, Q1 2024 → Q2 2024: 19,173,756 shares bought and 15,362,800 shares sold, net +3,810,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,081 holders
| Morgan Stanley | 0.17% | Add +2.7% | 38,132,552 | $2.2B |
| Bank of America Corp. | 0.15% | Add +5.9% | 28,210,346 | $1.6B |
| JPMorgan Chase & Co. | 0.09% | Reduce -14.4% | 18,852,773 | $1.1B |
| Wells Fargo & Company | 0.19% | Add +3.3% | 12,656,335 | $717.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +8.2% | 7,104,167 | $402.7M |
| UBS Group AG | 0.12% | Add +2.4% | 6,892,855 | $390.7M |
| Royal Bank of Canada | 0.09% | Reduce -2.5% | 6,571,983 | $372.5M |
| Osaic Holdings, Inc. | 0.71% | Reduce -16.4% | 5,266,740 | $298.6M |
| Cetera Investment Advisers | 0.55% | Add +1.3% | 4,188,012 | $237.4M |
| HighTower Advisors, LLC | 0.31% | Add +43.5% | 3,489,668 | $197.8M |
| Commonwealth Equity Services, LLC | 0.30% | Add +14.6% | 3,379,837 | $191.6M |
| CIBC Private Wealth Group LLC | 0.36% | Add +1.5% | 3,405,740 | $191.5M |
| RiverFront Investment Group, LLC | 4.54% | Add +5.9% | 3,005,845 | $170.4M |
| Raymond James Financial Services Advisors, Inc. | 0.23% | Add +15.8% | 2,899,066 | $164.3M |
| Janney Montgomery Scott LLC | 0.44% | Reduce -4.2% | 2,570,551 | $145.7M |
| Raymond James & Associates | 0.09% | Add +22.1% | 2,421,638 | $137.3M |
| MML Investors Services, LLC | 0.51% | Add +4.3% | 2,233,759 | $126.6M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +14.2% | 2,132,770 | $120.9M |
| Stifel Financial Corp. | 0.12% | Add +2.7% | 1,952,262 | $110.7M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Reduce -13.4% | 1,856,788 | $105.2M |
| Cwm, LLC | 0.47% | Add +44.4% | 1,739,888 | $98.6M |
| Cornerstone Advisory, LLC | 13.71% | Add +0.2% | 1,719,378 | $97.5M |
| Franklin Resources Inc. | 0.03% | Add +4.8% | 1,676,558 | $95.0M |
| Requisite Capital Management, LLC | 21.45% | Reduce -4.7% | 1,670,568 | $94.7M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Add +8.8% | 1,636,124 | $92.7M |
| Rockefeller Capital Management L.P. | 0.25% | Reduce -8.6% | 1,559,745 | $88.4M |
| Enstar Group LTD | 24.96% | Reduce -5.5% | 1,539,025 | $87.2M |
| LPL Financial LLC | 0.04% | Add +3.3% | 1,484,230 | $84.1M |
| First Foundation Advisors | 3.06% | Add +17.2% | 1,409,827 | $79.9M |
| FAS Wealth Partners, Inc. | 6.70% | Add +4.5% | 1,367,148 | $77.5M |
| Confluence Wealth Services, Inc. | 5.72% | Add +8.2% | 1,266,877 | $71.8M |
| Clearstead Advisors, LLC | 1.18% | Add +2.7% | 1,224,139 | $69.4M |
| Atria Wealth Solutions, Inc. | 0.70% | Add +35.3% | 1,121,521 | $63.6M |
| Allworth Financial LP | 0.39% | Add +2.8% | 1,066,922 | $60.6M |
| Kestra Advisory Services, LLC | 0.30% | Add +15.9% | 959,515 | $54.4M |
| Capital Investment Advisors, LLC | 1.22% | Add +21.9% | 953,886 | $54.1M |
| Lebenthal Global Advisors, LLC | 11.48% | Add +0.3% | 923,467 | $52.3M |
| Baird Financial Group, Inc. | 0.11% | Add +6.7% | 909,966 | $51.6M |
| PNC Financial Services Group, Inc. | 0.03% | Add +8.2% | 873,213 | $49.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -23.2% | 837,028 | $47.4M |
| Truist Financial Corp. | 0.07% | Add +2.0% | 821,676 | $46.6M |
| Gradient Investments LLC | 1.05% | Add +176.5% | 821,254 | $46.5M |
| Avantax Advisory Services, Inc. | 0.33% | Add +3.5% | 806,414 | $45.7M |
| Nottingham Advisors, Inc. | 5.34% | Add +3.1% | 794,437 | $45.0M |
| Rational Advisors, Inc. | 4.39% | Reduce -5.9% | 775,108 | $43.9M |
| Capital Advisors Inc. | 0.90% | Add +2.8% | 771,285 | $43.7M |
| Brookstone Capital Management | 0.68% | Reduce -2.1% | 709,772 | $40.7M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +18.0% | 706,135 | $40.0M |
| 49 Wealth Management, LLC | 7.52% | Add +44.1% | 679,411 | $38.1M |
| Oakworth Capital, Inc. | 2.70% | Add +11.2% | 652,880 | $37.0M |
| Pacific Center for Financial Services | 10.35% | Add +1.7% | 651,624 | $36.9M |
| Atlantic Union Bankshares Corp | 2.30% | Reduce -6.0% | 651,131 | $36.9M |
| Pinnacle Associates Ltd. | 0.55% | Reduce -0.2% | 620,882 | $35.2M |
| Cary Street Partners Investment Advisory LLC | 1.36% | Add +9.8% | 597,936 | $33.9M |
| Sandy Spring Bank | 1.49% | Add +19.3% | 596,612 | $33.8M |
| Teamwork Financial Advisors, LLC | 4.97% | Add +104.3% | 591,176 | $33.5M |
| Prosperity Consulting Group, LLC | 4.44% | Add +34.7% | 577,549 | $32.7M |
| Kathmere Capital Management, LLC | 3.46% | Add +6.3% | 576,429 | $32.7M |
| CFO4Life Group, LLC | 6.12% | Add +1.0% | 574,212 | $32.5M |
| Melia Wealth LLC | 17.39% | Add +7.1% | 562,535 | $31.9M |
| Apollon Wealth Management, LLC | 0.96% | Add +17.1% | 556,791 | $31.6M |
| Sanctuary Advisors, LLC | 0.23% | — | 559,782 | $31.5M |
| Coastal Bridge Advisors, LLC | 7.25% | Add +0.3% | 515,136 | $29.2M |
| Leverty Financial Group, LLC | 17.12% | Add +7.5% | 510,646 | $28.9M |
| Americana Partners, LLC | 2.26% | Reduce -35.6% | 506,922 | $28.7M |
| Prime Capital Investment Advisors, LLC | 0.42% | Reduce -3.8% | 504,232 | $28.6M |
| Financial Partners Group, Inc | 4.51% | Reduce -2.5% | 503,778 | $28.6M |
| Stephens Inc. | 0.42% | Add +5.3% | 484,185 | $27.4M |
| HUB Investment Partners, LLC | 1.32% | Add +21.7% | 481,285 | $27.3M |
| Horizon Advisory Services, Inc. | 12.81% | Add +0.5% | 472,229 | $26.8M |
| Aptus Capital Advisors, LLC | 0.50% | Reduce -31.9% | 464,125 | $26.3M |
| Synovus Financial Corp. | 0.35% | Add +2.0% | 462,218 | $26.2M |
| Corrigan Financial, Inc. | 6.59% | No change | 446,508 | $25.8M |
| Focus Partners Wealth | 0.09% | Add +3202.8% | 446,704 | $25.3M |
| Integrated Advisors Network LLC | 1.29% | Add +5.5% | 442,913 | $25.1M |
| HBW Advisory Services LLC | 4.15% | Add +1.0% | 440,788 | $25.0M |
| Prospera Financial Services Inc | 0.68% | Reduce -2.6% | 432,006 | $24.5M |
| Badgley Phelps Wealth Managers, LLC | 0.60% | Add +2.5% | 424,758 | $24.1M |
| Avantax Planning Partners, Inc. | 0.77% | Add +48.2% | 423,270 | $24.0M |
| Patten & Patten Inc. | 1.62% | Add +1.6% | 408,009 | $23.1M |
| Bouchey Financial Group, Ltd. | 2.17% | Add +2.2% | 403,636 | $22.9M |
| Magnus Financial Group LLC | 2.55% | Reduce -33.2% | 398,551 | $22.6M |
| J.W. Cole Advisors, Inc. | 1.06% | Reduce -0.1% | 396,780 | $22.5M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -2.3% | 395,141 | $22.4M |
| Element Pointe Advisors, LLC | 5.52% | Add +2.3% | 384,131 | $21.8M |
| B. Riley Wealth Advisors, Inc. | 0.55% | Reduce -15.8% | 382,633 | $21.7M |
| Graypoint LLC | 1.50% | Add +2.4% | 382,000 | $21.7M |
| U.S. Capital Wealth Advisors, LLC | 0.81% | Add +3.1% | 373,429 | $21.2M |
| Integrated Wealth Concepts LLC | 0.29% | Reduce -14.8% | 373,293 | $21.2M |
| New York Life Investment Management LLC | 0.21% | Reduce -24.5% | 371,724 | $21.1M |
| Cooper Financial Group | 3.07% | Add +8.1% | 367,956 | $20.9M |
| Goldstein Advisors, LLC | 3.42% | Add +3.6% | 360,395 | $20.4M |
| Thoroughbred Financial Services, LLC | 1.31% | Add +8.5% | 346,714 | $19.7M |
| Ergawealth Advisors, Inc. | 10.60% | Reduce -19.8% | 343,440 | $19.5M |
| Beacon Pointe Advisors, LLC | 0.23% | Add +7.6% | 343,082 | $19.4M |
| HTLF Bank | 2.21% | Add +1.3% | 342,762 | $19.4M |
| Sterling Investment Counsel, LLC | 7.49% | Add +6728.1% | 335,467 | $19.0M |
| Comerica Bank | 0.08% | Add +13.5% | 332,104 | $18.8M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.93% | Add +1.4% | 329,996 | $18.7M |
| Childress Capital Advisors, LLC | 5.22% | Add +1.0% | 327,195 | $18.5M |
| Steele Capital Management, Inc. | 1.03% | Add +9.8% | 324,709 | $18.4M |
| Advance Capital Management, Inc. | 0.86% | Add +2420.9% | 319,324 | $18.1M |
| Wagner Wealth Management, LLC | 5.41% | Reduce -0.8% | 319,062 | $18.1M |
| Bokf, NA | 0.32% | Add +44.5% | 313,417 | $17.8M |
| Fragasso Financial Advisors Inc | 1.45% | Reduce -13.6% | 309,828 | $17.6M |
| Waverly Advisors, LLC | 0.34% | Add +395.3% | 304,321 | $17.2M |
| Mechanics Bank Trust Department | 2.45% | Add +14.7% | 301,726 | $17.1M |
| Stratos Investment Management, LLC | 1.40% | Add +3.3% | 298,011 | $16.9M |
| Kestra Private Wealth Services, LLC | 0.33% | Add +1.8% | 294,724 | $16.7M |
| Beacon Financial Advisory LLC | 6.21% | Add +12.5% | 293,676 | $16.6M |
| Ocean Park Asset Management, LLC | 0.79% | Reduce -17.8% | 293,119 | $16.6M |
| Marquette Asset Management, LLC | 2.81% | New | 292,060 | $16.6M |
| Parcion Private Wealth LLC | 1.51% | Add +8.9% | 291,864 | $16.5M |
| St. Clair Advisors, LLC | 5.26% | Add +0.3% | 290,830 | $16.5M |
| Tradition Wealth Management, LLC | 1.59% | Reduce -34.1% | 289,430 | $16.4M |
| Cary Street Partners Asset Management LLC | 2.41% | Add +8.1% | 289,135 | $16.4M |
| Sigma Planning Corp | 0.50% | Add +2.8% | 275,784 | $15.6M |
| Global Wealth Management Investment Advisory, Inc. | 3.63% | Add +30.6% | 275,552 | $15.6M |
| Bernardo Wealth Planning LLC | 4.18% | Add +0.1% | 274,106 | $15.5M |
| MADDEN SECURITIES Corp | 6.86% | Add +1.5% | 273,426 | $15.5M |
| Cresset Asset Management, LLC | 0.07% | Add +2.4% | 271,539 | $15.4M |
| Foundations Investment Advisors, LLC | 0.36% | Add +331.9% | 265,235 | $15.0M |
| Principal Securities, Inc. | 0.41% | Add +105.6% | 260,510 | $14.8M |
| Wealthcare Advisory Partners LLC | 0.46% | Add +1.2% | 260,184 | $14.7M |
| Jaffetilchin Investment Partners, LLC | 1.24% | Add +0.8% | 256,435 | $14.5M |
| Iron Horse Wealth Management, LLC | 5.52% | Add +3.7% | 255,053 | $14.5M |
| WNY Asset Management, LLC | 1.89% | Add +2.3% | 252,028 | $14.3M |
| Mgo One Seven LLC | 0.67% | Reduce -15.5% | 248,531 | $14.1M |
| Advisory Services Network, LLC | 0.29% | Add +17.9% | 245,058 | $13.9M |
| Kingsview Wealth Management, LLC | 0.33% | Add +43.2% | 243,863 | $13.8M |
| Argent Trust Co | 0.59% | Add +4.0% | 237,189 | $13.4M |
| Investment Advisory Services Inc. /TX | 4.89% | Add +3.2% | 235,184 | $13.3M |
| Appleton Partners Inc. | 1.03% | Add +1.9% | 234,807 | $13.3M |
| Rezny Wealth Management, Inc. | 3.50% | Reduce -1.1% | 230,563 | $13.1M |
| NewEdge Advisors, LLC | 0.09% | Add +7.6% | 229,664 | $13.0M |
| PFG Advisors | 0.87% | Reduce -3.1% | 226,615 | $12.8M |
| Geneos Wealth Management Inc. | 0.57% | Add +10.0% | 225,877 | $12.8M |
| Daymark Wealth Partners, LLC | 0.58% | Add +32.1% | 224,691 | $12.7M |
| DAVENPORT & Co LLC | 0.08% | Add +9.0% | 224,504 | $12.7M |
| AE Wealth Management LLC | 0.13% | Add +11.3% | 224,140 | $12.7M |
| Mariner, LLC | 0.02% | Reduce -23.2% | 222,667 | $12.6M |
| Halpern Financial, Inc. | 3.43% | Add +9385.8% | 220,070 | $12.5M |
| Wealth Advisors of Iowa, LLC | 6.93% | Add +58.7% | 220,909 | $12.4M |
| International Assets Investment Management, LLC | 1.15% | Reduce -0.9% | 216,400 | $12.3M |
| Verity Asset Management, Inc. | 4.81% | Add +8.0% | 216,365 | $12.3M |
| Fagan Associates, Inc. | 2.14% | Add +6.9% | 215,625 | $12.2M |
| Sfmg, LLC | 1.06% | Add +3.5% | 214,779 | $12.2M |
| Guardian Wealth Advisors, LLC / NC | 1.42% | Reduce -51.0% | 214,357 | $12.1M |
| Mosley Wealth Management | 10.25% | Add +1699.8% | 212,288 | $12.0M |
| Curran Financial Partners, LLC | 4.01% | Add +1.9% | 211,346 | $12.0M |
| Captrust Financial Advisors | 0.04% | Reduce -37.0% | 209,729 | $11.9M |
| Corient Private Wealth LP | 0.02% | Reduce -6.5% | 206,273 | $11.6M |
| Fsa Wealth Partners, Inc. | 3.17% | Reduce -2.6% | 204,479 | $11.6M |
| Curtis Advisory Group, LLC | 4.08% | Add +8.8% | 204,095 | $11.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.92% | Reduce -4.2% | 203,102 | $11.5M |
| Financial Guidance Group, Inc. | 7.01% | Add +2.9% | 201,374 | $11.4M |
| Trinity Legacy Partners, LLC | 3.24% | Reduce -15.4% | 201,127 | $11.4M |
| Wick Capital Partners, LLC | 3.95% | Add +5.4% | 200,821 | $11.4M |
| Dynamic Advisor Solutions LLC | 0.36% | Reduce -3.0% | 200,061 | $11.3M |
| VeraBank, N.A. | 3.50% | Add +1.6% | 198,830 | $11.3M |
| Financial Counselors Inc. | 0.18% | Reduce -4.5% | 197,355 | $11.2M |
| Advisory Resource Group | 2.49% | Add +3.4% | 194,431 | $11.0M |
| Cassia Capital Partners, LLC | 7.22% | Add +1.6% | 193,094 | $10.9M |
| Beta Wealth Group, Inc. | 5.13% | Add +0.3% | 191,107 | $10.8M |
| CVA Family Office, LLC | 1.94% | Add +2.5% | 190,034 | $10.8M |
| First National Advisers, LLC | 1.95% | New | 188,602 | $10.7M |
| Axxcess Wealth Management, LLC | 0.29% | Reduce -9.0% | 188,355 | $10.7M |
| Sandbox Financial Partners, LLC | 4.06% | Add +8.1% | 187,019 | $10.6M |
| Independent Financial Group, LLC | 0.42% | Add +26.2% | 186,530 | $10.6M |
| NWF Advisory Services Inc. | 1.66% | Add +7.0% | 184,406 | $10.5M |
| Wedbush Securities Inc. | 0.37% | Reduce -7.0% | 181,315 | $10.3M |
| AIFG Consultants Ltd. | 7.63% | Reduce -9.1% | 181,145 | $10.3M |
| Country Club Bank | 0.71% | Add +2.1% | 178,929 | $10.2M |
| Bouvel Investment Partners, LLC | 3.92% | Add +0.7% | 178,561 | $10.1M |
| MAI Capital Management | 0.10% | Add +151.5% | 178,405 | $10.1M |
| Armor Investment Advisors, LLC | 4.62% | Add +4.7% | 176,792 | $10.0M |
| Rooted Wealth Advisors, Inc. | 4.41% | Add +12.6% | 174,924 | $10.0M |
| Selective Wealth Management, Inc. | 4.32% | Reduce -1.6% | 174,559 | $9.8M |
| Visionary Wealth Advisors | 0.63% | Add +78.0% | 171,156 | $9.7M |
| Capital Analysts, LLC | 0.42% | Add +7.1% | 167,406 | $9.5M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -17.1% | 166,759 | $9.5M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -17.1% | 166,759 | $9.5M |
| Ellis Investment Partners, LLC | 1.99% | Add +9.3% | 165,771 | $9.4M |
| Signature Wealth Management Partners, LLC | 7.07% | Add +5.1% | 164,108 | $9.3M |
| High Net Worth Advisory Group LLC | 2.78% | Add +6.5% | 161,642 | $9.2M |
| Scotia Capital Inc. | 0.05% | Reduce -0.2% | 160,107 | $9.1M |
| Rothschild Investment LLC | 0.63% | Add +1.8% | 158,808 | $9.0M |
| IVC Wealth Advisors LLC | 5.01% | Add +4.8% | 158,092 | $9.0M |
| Naviter Wealth, LLC | 1.33% | Add +6.7% | 157,698 | $8.9M |
| Community Bank, N.A. | 1.15% | Add +0.0% | 154,751 | $8.8M |
| Sowell Financial Services LLC | 0.42% | Reduce -1.8% | 154,710 | $8.8M |
| CreativeOne Wealth, LLC | 0.44% | Reduce -46.8% | 153,777 | $8.7M |
| Prevail Innovative Wealth Advisors, LLC | 3.07% | Add +0.5% | 152,963 | $8.7M |
| Retirement Guys Formula LLC | 4.14% | Add +8.8% | 152,459 | $8.6M |
| Cerity Partners LLC | 0.02% | Add +16.1% | 152,238 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -6.3% | 152,121 | $8.6M |
| Ritter Daniher Financial Advisory LLC / DE | 2.75% | Add +8.0% | 152,049 | $8.6M |
| Mayfair Advisory Group, LLC | 5.82% | Add +4.6% | 151,106 | $8.6M |
| CENTRAL TRUST Co | 0.21% | Reduce -14.0% | 151,660 | $8.6M |
| StrongBox Wealth, LLC | 4.04% | Add +4.7% | 151,116 | $8.6M |
| Patriot Financial Group Insurance Agency, LLC | 1.26% | Add +18.4% | 154,581 | $8.6M |
| Allen Capital Group, LLC | 1.20% | Reduce -6.3% | 150,039 | $8.5M |
| Cobblestone Asset Management LLC | 5.49% | Add +33.9% | 149,482 | $8.5M |
| Wealthfront Advisers LLC | 0.03% | Reduce -4.8% | 149,471 | $8.5M |
| IFP Advisors, Inc | 0.34% | Add +4.3% | 149,455 | $8.5M |
| D.A. Davidson & Co. | 0.08% | Add +8.2% | 149,357 | $8.5M |
| Luken Investment Analytics, LLC | 4.24% | Add +3.1% | 148,839 | $8.4M |
| Insigneo Advisory Services, LLC | 0.95% | Reduce -17.7% | 153,371 | $8.4M |
| Hedeker Wealth, LLC | 2.44% | Reduce -5.3% | 148,556 | $8.4M |
| Koshinski Asset Management, Inc. | 0.77% | Reduce -0.1% | 148,784 | $8.4M |
| Eagle Bluffs Wealth Management LLC | 4.82% | Add +8.1% | 146,107 | $8.3M |
| Private Advisor Group, LLC | 0.06% | Add +5.6% | 145,213 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +18.5% | 144,444 | $8.2M |
| Foguth Wealth Management, LLC. | 3.56% | Add +38.1% | 142,398 | $8.1M |
| Zimmermann Investment Management & Planning LLC | 2.68% | Add +8.1% | 141,630 | $8.0M |
| American Planning Services, Inc. | 5.63% | Reduce -28.2% | 141,242 | $8.0M |
| Retirement Financial Solutions, LLC | 3.73% | Add +10.2% | 139,828 | $7.9M |
| New England Private Wealth Advisors LLC | 1.37% | Reduce -3.5% | 138,745 | $7.9M |
| Cibc World Market Inc. | 0.02% | Reduce -4.5% | 137,638 | $7.8M |
| Caerus Investment Advisors, LLC | 7.61% | Reduce -18.3% | 137,308 | $7.8M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -10.6% | 135,729 | $7.7M |
| Power Wealth Management LLC | 3.64% | Add +43.4% | 134,433 | $7.6M |
| Ameritas Advisory Services, LLC | 0.29% | Add +26.3% | 134,010 | $7.6M |
| Legacy Private Trust Co. | 0.53% | Add +1.1% | 132,412 | $7.5M |
| Relative Value Partners Group, LLC | 0.98% | New | 132,292 | $7.5M |
| Lake Street Private Wealth, LLC | 0.98% | Reduce -3.1% | 132,292 | $7.5M |
| Resonant Capital Advisors, LLC | 0.61% | Add +15.7% | 131,999 | $7.5M |
| Oppenheimer & Co. Inc. | 0.12% | Add +5.2% | 130,546 | $7.4M |
| Bridgewealth Advisory Group, LLC | 3.26% | Add +12.5% | 129,630 | $7.3M |
| Blair William & Co. | 0.02% | Add +10.7% | 128,675 | $7.3M |
| Cambridge Advisors Inc. | 1.69% | Add +1.9% | 128,277 | $7.3M |
| Regal Investment Advisors LLC | 0.47% | Add +25.7% | 126,523 | $7.2M |
| Wealthspire Retirement, LLC | 0.60% | Add +22.5% | 125,378 | $7.1M |
| Masso Torrence Wealth Management Inc. | 3.89% | Add +4.2% | 123,703 | $7.0M |
| Snowden Capital Advisors LLC | 0.21% | Reduce -0.3% | 122,174 | $6.9M |
| Vienna Asset Management LLC | 5.70% | Add +1.3% | 121,533 | $6.9M |
| CIC Wealth, LLC | 1.89% | Add +8.4% | 120,985 | $6.9M |
| Mountain Capital Investment Advisors Inc. | 1.70% | Add +43.4% | 120,235 | $6.8M |
| Cascade Wealth Advisors, Inc | 5.05% | Add +30.9% | 121,228 | $6.8M |
| Walkner Condon Financial Advisors LLC | 1.44% | Reduce -0.7% | 117,796 | $6.7M |
| Grant/GrossMendelsohn, LLC | 3.04% | Add +0.9% | 117,271 | $6.6M |
| KMG Fiduciary Partners, LLC | 0.65% | Add +2.5% | 116,311 | $6.6M |
| Nations Financial Group Inc, /Ia/ | 0.54% | Add +4.4% | 116,100 | $6.6M |
| NCM Capital Management, LLC | 3.41% | Add +3.4% | 114,821 | $6.5M |
| Fairway Wealth LLC | 3.81% | Add +59.0% | 114,064 | $6.5M |
| Waterloo Capital, L.P. | 0.76% | Add +8.2% | 111,554 | $6.3M |
| Evermay Wealth Management LLC | 1.01% | Add +1.0% | 111,516 | $6.3M |
| Financial Futures Ltd Liability Co. | 3.90% | Add +2.0% | 110,890 | $6.3M |
| Marshall Financial Group, LLC | 1.76% | Add +132.0% | 110,766 | $6.3M |
| Aprio Wealth Management, LLC | 1.14% | Reduce -10.1% | 110,271 | $6.3M |
| Security National Bank | 0.90% | Add +10.8% | 108,718 | $6.2M |
| Edgemoor Investment Advisors, Inc. | 0.58% | Add +19.1% | 108,519 | $6.2M |
| Spire Wealth Management | 0.22% | Reduce -64.7% | 107,803 | $6.1M |
| EverSource Wealth Advisors, LLC | 0.41% | Add +8.6% | 106,199 | $6.1M |
| Northeast Financial Group, Inc. | 2.61% | Add +91.8% | 107,592 | $6.1M |
| Moors & Cabot, Inc. | 0.32% | Reduce -0.7% | 107,510 | $6.1M |
| Hunter Associates Investment Management LLC | 1.02% | Add +10.1% | 107,250 | $6.1M |
| Principle Wealth Partners LLC | 0.46% | Add +0.4% | 106,472 | $6.0M |
| Financial Alternatives, Inc | 4.53% | Add +3.5% | 106,403 | $6.0M |
| Evergreen Wealth Management, LLC | 3.99% | No change | 106,142 | $6.0M |
| Stratos Wealth Advisors, LLC | 0.29% | Reduce -4.7% | 104,707 | $5.9M |
| Members Advisory Group LLC | 3.22% | Reduce -25.5% | 104,210 | $5.9M |
| Destiny Wealth Partners, LLC | 1.06% | Reduce -0.3% | 103,827 | $5.9M |
| MIdWestOne Financial Group, Inc. | 1.06% | Add +88.8% | 103,605 | $5.9M |
| Channel Wealth LLC | 2.13% | Reduce -20.4% | 103,554 | $5.9M |
| SeaCrest Wealth Management, LLC | 0.66% | Reduce -5.5% | 102,271 | $5.8M |
| Mutual Advisors, LLC | 0.17% | Add +1.8% | 101,242 | $5.8M |
| Pinnacle Financial Partners Inc | 0.12% | Add +43.1% | 101,381 | $5.7M |
| TrinityPoint Wealth, LLC | 0.89% | Add +7.9% | 100,691 | $5.7M |
| Capital Advisors Wealth Management, LLC | 1.13% | Reduce -4.9% | 100,468 | $5.7M |
| Vestmark Advisory Solutions, Inc. | 0.24% | Add +9.0% | 100,327 | $5.7M |
| MBA Advisors LLC | 2.89% | Add +1.4% | 99,576 | $5.6M |
| Pennsylvania Capital Management Inc. | 2.17% | Reduce -2.6% | 99,112 | $5.6M |
| Harbour Investments, Inc. | 0.19% | Add +1.4% | 98,818 | $5.6M |
| Lowe Wealth Advisors, LLC | 2.52% | Add +6.5% | 97,577 | $5.5M |
| MJP Associates Inc. | 1.15% | Reduce -4.8% | 97,375 | $5.5M |
| Citigroup Inc. | 0.01% | Reduce -61.3% | 97,368 | $5.5M |
| All Season Financial Advisors, Inc. | 5.00% | Reduce -22.3% | 97,344 | $5.5M |
| Essex Financial Services, Inc. | 0.41% | Add +2.4% | 97,493 | $5.5M |
| Creative Planning | 0.01% | Add +7.5% | 96,148 | $5.4M |
| NewEdge Wealth, LLC | 0.12% | Reduce -32.7% | 95,986 | $5.4M |
| Unique Wealth, LLC | 1.42% | Reduce -9.7% | 95,734 | $5.4M |
| Procyon Advisors, LLC | 0.40% | Reduce -30.6% | 95,452 | $5.4M |
| Advisor OS, LLC | 0.59% | Reduce -6.9% | 95,138 | $5.4M |
| World Investment Advisors | 0.34% | Add +320.2% | 95,005 | $5.4M |
| Garden State Investment Advisory Services LLC | 1.86% | Add +7.9% | 94,821 | $5.4M |
| Thomasville National Bank | 0.43% | Add +5.6% | 94,307 | $5.3M |
| Executive Wealth Management, LLC | 0.95% | Add +26.9% | 91,833 | $5.2M |
| Exchange Traded Concepts, LLC | 0.13% | Reduce -90.5% | 91,793 | $5.2M |
| Baker Avenue Asset Management, LP | 0.18% | Add +1.7% | 91,389 | $5.2M |
| Arete Wealth Advisors, LLC | 0.42% | Reduce -1.5% | 90,305 | $5.1M |
| Perigon Wealth Management, LLC | 0.15% | Add +15.6% | 90,111 | $5.1M |
| Kennedy Investment Group, Inc. | 2.58% | Add +17.7% | 89,926 | $5.1M |
| Vicus Capital | 0.46% | Reduce -4.9% | 89,442 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Reduce -6.1% | 89,399 | $5.1M |
| PFG Investments, LLC | 0.36% | Add +0.6% | 88,396 | $5.0M |
| Southeast Asset Advisors, LLC | 0.60% | Add +25.3% | 87,448 | $5.0M |
| Cadence Bank | 0.37% | Add +37.0% | 87,295 | $4.9M |
| Atria Investments, Inc | 0.06% | Add +2.4% | 86,198 | $4.9M |
| Traynor Capital Management, Inc. | 0.41% | Add +1.4% | 86,186 | $4.9M |
| Vivid Wealth Management, LLC | 2.70% | Add +42.4% | 85,031 | $4.8M |
| TBH Global Asset Management, LLC | 1.06% | Add +9.7% | 84,329 | $4.8M |
| Shepherd Kaplan Krochuk, LLC | 3.72% | Add +3.9% | 83,067 | $4.7M |
| Centaurus Financial, Inc. | 0.31% | Add +14.1% | 82,602 | $4.7M |
| Integral Investment Advisors, Inc. | 1.72% | Add +6.5% | 82,410 | $4.7M |
| Sterling Investment Advisors, Ltd. | 1.25% | Add +32.1% | 81,756 | $4.6M |
| Belpointe Asset Management LLC | 0.32% | Add +23.0% | 81,337 | $4.6M |
| Strategic Blueprint, LLC | 0.31% | Add +2.7% | 81,337 | $4.6M |
| FRG Family Wealth Advisors LLC | 0.89% | Add +23.6% | 82,611 | $4.6M |
| ICA Group Wealth Management, LLC | 2.75% | Add +13.6% | 80,907 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.41% | Add +10.5% | 80,892 | $4.6M |
| Investment Partners Asset Management, Inc. | 4.06% | Add +2.6% | 80,459 | $4.6M |
| Strategic Wealth Partners, Ltd. | 0.48% | Add +2.7% | 80,260 | $4.5M |
| Delta Investment Management, LLC | 1.00% | Reduce -77.9% | 80,143 | $4.5M |
| Simplicity Wealth,LLC | 0.10% | Add +6.2% | 79,241 | $4.5M |
| Smartleaf Asset Management LLC | 0.73% | Add +21.7% | 78,692 | $4.5M |
| Penney Financial, LLC | 3.25% | Reduce -2.7% | 78,436 | $4.4M |
| Trajan Wealth LLC | 0.28% | Reduce -8.3% | 77,686 | $4.4M |
| Madrona Financial Services, LLC | 1.34% | Add +1.8% | 77,168 | $4.4M |
| Summit Wealth Partners, LLC | 0.91% | Add +1.3% | 76,928 | $4.4M |
| EP Wealth Advisors, LLC | 0.05% | Add +264.0% | 76,862 | $4.4M |
| Intrua Financial, LLC | 0.71% | Reduce -2.3% | 76,647 | $4.3M |
| SlateStone Wealth, LLC | 0.47% | Add +6.0% | 76,618 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.45% | Add +33.9% | 76,560 | $4.3M |
| SMART Wealth LLC | 1.75% | Add +28.5% | 76,208 | $4.3M |
| Krilogy Financial LLC | 0.32% | Add +17.1% | 76,004 | $4.3M |
| Cahill Financial Advisors Inc. | 0.59% | Add +51.3% | 75,486 | $4.3M |
| Heritage Trust Co | 0.56% | Reduce -2.1% | 75,170 | $4.3M |
| Bleakley Financial Group, LLC | 0.12% | Add +6.7% | 74,241 | $4.2M |
| Cornerstone Wealth Group, LLC | 0.37% | Add +2.3% | 73,874 | $4.2M |
| Princeton Global Asset Management LLC | 0.92% | Add +6.0% | 73,501 | $4.2M |
| Meeder Advisory Services, Inc. | 0.29% | Add +28.9% | 73,046 | $4.1M |
| Focused Wealth Management, Inc | 0.61% | Add +5.5% | 72,693 | $4.1M |
| Milestone Asset Management, LLC | 1.03% | Add +11.8% | 72,664 | $4.1M |
| Joseph P. Lucia & Associates, LLC | 2.08% | Add +9.0% | 71,679 | $4.1M |
| Lionsbridge Wealth Management LLC | 3.21% | Reduce -2.2% | 70,743 | $4.0M |
| Perissos Private Wealth Management, LLC | 3.59% | Add +20.5% | 70,601 | $4.0M |
| Raymond James Trust N.A. | 0.09% | Add +11.9% | 70,509 | $4.0M |
| Hoylecohen, LLC | 0.30% | Add +26.0% | 70,102 | $4.0M |
| SevenBridge Financial Group, LLC | 0.88% | Add +9.0% | 71,271 | $4.0M |
| Consilium Wealth Advisory, LLC | 2.16% | Reduce -7.0% | 69,752 | $4.0M |
| Worth Financial Advisory Group, LLC | 2.57% | Add +3.1% | 69,209 | $3.9M |
| Fermata Advisors, LLC | 0.90% | Add +12.1% | 69,056 | $3.9M |
| Greater Midwest Financial Group, LLC | 2.47% | Reduce -76.6% | 68,353 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +81.5% | 67,729 | $3.8M |
| Assetmark, Inc. | 0.01% | Add +29.3% | 67,611 | $3.8M |
| RDA Financial Network | 1.25% | Add +7.2% | 67,181 | $3.8M |
| D'Orazio & Associates, Inc. | 0.58% | Add +2.7% | 67,094 | $3.8M |
| Investment Planning Advisors, Inc. | 1.94% | — | 66,919 | $3.8M |
| Allred Capital Management, LLC | 1.45% | Add +6.6% | 66,748 | $3.8M |
| Ignite Planners, LLC | 0.92% | Reduce -4.0% | 66,554 | $3.8M |
| Snider Financial Group | 1.45% | New | 66,039 | $3.7M |
| Silverlake Wealth Management LLC | 1.53% | Add +5.9% | 65,780 | $3.7M |
| Lowery Thomas, LLC | 2.71% | Add +6.2% | 65,456 | $3.7M |
| O'ROURKE & COMPANY, Inc | 2.09% | Add +1.4% | 65,451 | $3.7M |
| CAP Partners, LLC | 3.00% | Reduce -0.7% | 65,183 | $3.7M |
| Means Investment Co., Inc. | 0.44% | Reduce -1.4% | 65,093 | $3.7M |
| Meadow Creek Wealth Advisors LLC | 3.49% | Add +19.3% | 65,064 | $3.7M |
| Prudential PLC | 0.03% | No change | 64,900 | $3.7M |
| Smith, Moore & Co. | 0.38% | Reduce -31.4% | 64,554 | $3.7M |
| Community Financial Services Group, LLC | 0.79% | Add +7.5% | 64,368 | $3.6M |
| Cibc World Markets Corp. | 0.02% | Add +1.6% | 63,630 | $3.6M |
| Interchange Capital Partners, LLC | 1.33% | Add +12.5% | 63,568 | $3.6M |
| Next Level Private LLC | 1.63% | Add +8.9% | 62,911 | $3.6M |
| Bristlecone Advisors, LLC | 0.30% | Reduce -6.2% | 61,835 | $3.5M |
| StoneCrest Wealth Management, Inc. | 2.66% | Reduce -10.0% | 61,574 | $3.5M |
| Lifestyle Asset Management, Inc. | 2.00% | Reduce -7.7% | 61,554 | $3.5M |
| Ehrlich Financial Group | 2.75% | Add +5.1% | 61,454 | $3.5M |
| FourThought Financial Partners, LLC | 0.44% | Add +12.6% | 60,877 | $3.5M |
| N.E.W. Advisory Services LLC | 0.37% | Add +6.3% | 60,628 | $3.4M |
| Weinberger Asset Management, Inc | 1.62% | Add +4.1% | 60,483 | $3.4M |
| Continuum Advisory, LLC | 0.49% | Add +9.0% | 60,436 | $3.4M |
| Stelac Advisory Services LLC | 1.42% | Add +0.6% | 59,676 | $3.4M |
| Merkkuri Wealth Advisors LLC | 3.10% | — | 59,501 | $3.4M |
| Nordwand Advisors, LLC | 1.46% | Add +3.0% | 59,045 | $3.3M |
| Goldstone Financial Group, LLC | 0.67% | Add +23.2% | 58,979 | $3.3M |
| TrueWealth Advisors, LLC | 1.24% | Add +3.2% | 58,907 | $3.3M |
| Avior Wealth Management, LLC | 0.14% | Add +212.2% | 58,447 | $3.3M |
| Newport Capital Group, LLC | 2.62% | — | 58,420 | $3.3M |
| Avestar Capital, LLC | 0.37% | Reduce -1.9% | 58,279 | $3.3M |
| NFSG Corp | 1.22% | Add +106.7% | 57,886 | $3.3M |
| West Michigan Advisors, LLC | 1.04% | Add +6.7% | 57,826 | $3.3M |
| Jefferies Financial Group Inc. | 0.07% | Add +1.5% | 57,793 | $3.3M |
| Evolution Wealth Advisors, LLC | 0.64% | Add +8.6% | 57,780 | $3.3M |
| Harbor Investment Advisory, LLC | 0.34% | Add +3.9% | 57,709 | $3.3M |
| Brown Financial Advisors | 1.46% | — | 57,572 | $3.3M |
| Money Concepts Capital Corp. | 0.27% | Reduce -19.9% | 57,120 | $3.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +16.9% | 56,694 | $3.2M |
| Montis Financial, LLC | 1.46% | Add +522.2% | 56,220 | $3.2M |
| Kovack Advisors, Inc. | 0.35% | Add +0.1% | 56,124 | $3.2M |
| Clarity Wealth Advisors, LLC | 1.01% | Add +2.0% | 54,927 | $3.1M |
| Fifth Third Securities, Inc. | 0.29% | New | 54,916 | $3.1M |
| Hilltop Holdings Inc. | 0.36% | Add +0.7% | 54,880 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +76.1% | 54,681 | $3.1M |
| Mason & Associates Inc | 0.82% | Add +164.3% | 54,528 | $3.1M |
| Cordgrass Capital Advisors, LLC | 0.97% | Reduce -1.9% | 54,497 | $3.1M |
| Beaumont Financial Advisors, LLC | 0.25% | Reduce -4.4% | 54,104 | $3.1M |
| Ascentis Independent Advisors | 0.64% | — | 54,024 | $3.1M |
| Parallel Advisors, LLC | 0.08% | Reduce -13.4% | 53,978 | $3.1M |
| Verus Capital Partners, LLC | 0.31% | Add +1.8% | 53,521 | $3.0M |
| Vigilare Wealth Management | 1.34% | Add +70.4% | 53,489 | $3.0M |
| Summit Financial Wealth Advisors, LLC | 0.61% | Add +52.3% | 53,465 | $3.0M |
| Transform Wealth, LLC | 0.23% | Reduce -5.5% | 53,271 | $3.0M |
| Institutional & Family Asset Management, LLC | 0.46% | Add +3.8% | 53,137 | $3.0M |
| AdvisorNet Financial, Inc | 0.27% | Add +32.2% | 52,514 | $3.0M |
| Level Four Advisory Services, LLC | 0.13% | Add +20.0% | 52,491 | $3.0M |
| Balboa Wealth Partners | 0.79% | Add +11.2% | 52,482 | $3.0M |
| Bellevue Asset Management, LLC | 1.64% | Add +1.2% | 52,419 | $3.0M |
| Kelly Financial Services LLC | 1.06% | Reduce -35.2% | 52,406 | $3.0M |
| Semus Wealth Partners LLC | 2.27% | Add +3.6% | 51,842 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.15% | Add +6.6% | 51,017 | $2.9M |
| RFG Advisory, LLC | 0.09% | Add +4.7% | 50,594 | $2.9M |
| Beam Wealth Advisors, Inc. | 0.95% | Add +5.3% | 50,374 | $2.9M |
| Claro Advisors Inc. | 0.45% | Add +5.8% | 50,257 | $2.8M |
| RPg Family Wealth Advisory, LLC | 0.93% | Reduce -0.9% | 49,790 | $2.8M |
| Greenwich Wealth Management LLC | 0.21% | Add +0.0% | 49,737 | $2.8M |
| Clear Creek Financial Management, LLC | 0.34% | Reduce -3.8% | 48,795 | $2.8M |
| GeoWealth Management, LLC | 0.12% | Reduce -42.1% | 48,669 | $2.8M |
| Napatree Capital LLC | 2.23% | Add +30.8% | 48,602 | $2.8M |
| HB Wealth Management, LLC | 0.03% | Reduce -2.5% | 48,300 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +8.2% | 48,225 | $2.7M |
| Herold Advisors, Inc. | 0.63% | Add +2.2% | 48,046 | $2.7M |
| Register Financial Advisors LLC | 1.38% | Add +11.1% | 47,998 | $2.7M |
| Carr Financial Group Corp | 0.86% | Reduce -2.8% | 47,835 | $2.7M |
| Gries Financial LLC | 0.55% | Add +7.8% | 47,344 | $2.7M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +4.9% | 47,258 | $2.7M |
| Redmond Asset Management, LLC | 0.87% | Add +3.7% | 46,371 | $2.6M |
| Retirement Planning Group, LLC | 0.17% | Add +313.6% | 46,132 | $2.6M |
| Coppell Advisory Solutions LLC | 0.43% | — | 45,763 | $2.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.50% | Reduce -1.9% | 45,761 | $2.6M |
| Jupiter Wealth Management LLC | 1.37% | Reduce -57.0% | 44,982 | $2.6M |
| Acorn Wealth Advisors, LLC | 1.28% | Add +0.8% | 45,598 | $2.6M |
| Rockport Wealth LLC | 1.09% | Add +0.6% | 45,496 | $2.6M |
| Private Client Services, LLC | 1.61% | Reduce -10.2% | 45,316 | $2.6M |
| Scott Capital Advisors, LLC | 0.76% | Add +11.5% | 45,559 | $2.6M |
| Walter & Keenan Wealth Management LLC /in/ | 0.81% | Add +22.0% | 44,940 | $2.5M |
| Global Retirement Partners, LLC | 0.08% | Add +76.9% | 44,033 | $2.5M |
| Silver Oak Securities, Incorporated | 0.37% | Reduce -0.7% | 44,026 | $2.5M |
| Richard W. Paul & Associates, LLC | 0.96% | Add +18.4% | 43,740 | $2.5M |
| FMA Wealth Management, LLC | 1.99% | Add +2.1% | 43,484 | $2.5M |
| Rovin Capital /Ut/ | 1.02% | Reduce -2.1% | 42,999 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -4.6% | 42,169 | $2.4M |
| Hourglass Capital, LLC | 0.71% | No change | 42,150 | $2.4M |
| Prosperity Financial Group, Inc. | 1.51% | Add +4.4% | 42,146 | $2.4M |
| Bank of Montreal | 0.00% | Add +8.8% | 41,865 | $2.4M |
| M Holdings Securities, Inc. | 0.31% | Add +9.3% | 41,974 | $2.4M |
| Herbst Group, LLC | 1.45% | Reduce -1.4% | 41,936 | $2.4M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +14.6% | 41,666 | $2.4M |
| IHT Wealth Management, LLC | 0.09% | Reduce -7.5% | 41,630 | $2.4M |
| Ancora Advisors LLC | 0.06% | Add +3.3% | 41,444 | $2.3M |
| Triumph Capital Management | 0.92% | Reduce -15.3% | 41,399 | $2.3M |
| Flagstar Securities, Inc. | 0.64% | Reduce -1.6% | 41,200 | $2.3M |
| Gill Capital Partners, LLC | 0.90% | No change | 41,075 | $2.3M |
| Alpha Financial Partners LLC | 2.01% | Add +0.8% | 40,991 | $2.3M |
| EWG Elevate Inc. | 0.85% | Reduce -19.9% | 40,943 | $2.3M |
| First PREMIER Bank | 0.62% | Add +25.7% | 40,834 | $2.3M |
| Pallas Capital Advisors LLC | 0.10% | Add +6.3% | 40,196 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Add +134.7% | 40,138 | $2.3M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.91% | Reduce -0.0% | 39,961 | $2.3M |
| Financial Management Network Inc. | 0.54% | Add +15.4% | 39,888 | $2.2M |
| Beck Bode, LLC | 0.45% | Reduce -15.7% | 39,463 | $2.2M |
| Moser Wealth Advisors, LLC | 1.22% | Add +12.1% | 39,445 | $2.2M |
| Round Rock Advisors LLC | 0.54% | Reduce -20.4% | 38,935 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +31.6% | 38,646 | $2.2M |
| Gotham Asset Management | 0.03% | No change | 38,454 | $2.2M |
| Intrepid Financial Planning Group LLC | 0.93% | Add +26.1% | 38,361 | $2.2M |
| Marino, Stram & Associates LLC | 0.53% | Add +200.8% | 38,113 | $2.2M |
| Wealth Effects LLC | 0.78% | Add +0.2% | 38,066 | $2.2M |
| Worth Asset Management, LLC | 1.28% | Add +21.8% | 37,958 | $2.2M |
| Oxinas Partners, LLC | 1.43% | Reduce -6.9% | 37,917 | $2.1M |
| Sage Capital Management, LLC | 1.12% | Add +8.3% | 37,727 | $2.1M |
| Lido Advisors, LLC | 0.02% | Add +10.4% | 37,699 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.54% | New | 37,498 | $2.1M |
| Beck Capital Management, LLC | 0.58% | Reduce -58.1% | 37,135 | $2.1M |
| Rain Capital Management, LLC | 1.48% | Reduce -3.3% | 37,025 | $2.1M |
| Etfidea, LLC | 0.71% | Reduce -7.8% | 37,031 | $2.1M |
| Bridge Advisory, LLC | 1.03% | Add +6.7% | 36,918 | $2.1M |
| Whalen Wealth Management Inc. | 1.65% | New | 36,710 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.34% | Add +66.4% | 36,674 | $2.1M |
| Sachetta, LLC | 0.90% | Add +808.1% | 36,434 | $2.1M |
| Focus Financial Network, Inc. | 0.09% | Add +13.1% | 36,155 | $2.1M |
| Aurora Private Wealth, Inc. | 1.81% | Reduce -21.7% | 36,450 | $2.1M |
| Planning Directions Inc. | 1.41% | Add +49.0% | 36,401 | $2.1M |
| Gables Capital Management Inc. | 1.07% | Add +4.3% | 36,224 | $2.1M |
| Kraematon Investment Advisors, Inc. | 2.04% | Add +0.3% | 35,404 | $2.0M |
| Zega Financial, LLC | 0.72% | Add +104.5% | 34,968 | $2.0M |
| CPC Advisors, LLC | 0.32% | Add +5.5% | 34,515 | $2.0M |
| Empire Financial Management Company, LLC | 0.64% | Add +11.0% | 34,389 | $1.9M |
| Nelson Capital Management, LLC | 0.35% | Add +1.7% | 34,344 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +7.8% | 34,283 | $1.9M |
| SkyOak Wealth, LLC | 0.45% | Add +3.0% | 34,052 | $1.9M |
| STAR Financial Bank | 1.47% | Add +27.9% | 33,575 | $1.9M |
| Guardian Financial Partners, LLC | 1.26% | Add +7.8% | 33,414 | $1.9M |
| Plotkin Financial Advisors, LLC | 1.21% | Reduce -8.6% | 33,325 | $1.9M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -9.0% | 33,247 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.13% | Add +1.8% | 33,149 | $1.9M |
| Stegent Equity Advisors, Inc. | 1.95% | Add +12.1% | 33,040 | $1.9M |
| MRA Advisory Group | 1.07% | Reduce -80.1% | 33,009 | $1.9M |
| Venture Visionary Partners LLC | 0.09% | Add +8.2% | 32,986 | $1.9M |
| Sunbelt Securities, Inc. | 0.19% | Add +15.0% | 32,929 | $1.9M |
| Thrive Capital Management, LLC | 0.85% | Add +137.9% | 32,893 | $1.9M |
| Maia Wealth LLC | 0.56% | — | 32,787 | $1.9M |
| Avaii Wealth Management, LLC | 1.03% | Reduce -19.1% | 32,760 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | New | 32,689 | $1.9M |
| Cherry Tree Wealth Management, LLC | 0.46% | Add +3.9% | 32,635 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.79% | Add +12.7% | 32,620 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -31.6% | 32,477 | $1.8M |
| Mattson Financial Services, LLC | 0.66% | — | 32,472 | $1.8M |
| Cascade Investment Group, Inc. | 1.42% | Reduce -1.5% | 32,184 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.16% | Add +55.9% | 32,152 | $1.8M |
| Clarity Capital Partners LLC | 1.11% | Add +9.3% | 31,986 | $1.8M |
| First Heartland Consultants, Inc. | 0.18% | Reduce -3.6% | 31,914 | $1.8M |
| Prosperity Wealth Management, Inc. | 0.89% | Reduce -4.2% | 31,882 | $1.8M |
| &partners | 0.08% | Add +320.6% | 31,836 | $1.8M |
| Archer Investment Corp | 0.53% | Add +24.6% | 31,676 | $1.8M |
| Dakota Wealth Management | 0.04% | Reduce -4.0% | 31,657 | $1.8M |
| BKM Wealth Management, LLC | 0.85% | Add +0.5% | 31,361 | $1.8M |
| LJI Wealth Management, LLC | 0.39% | Add +10.0% | 31,261 | $1.8M |
| McDonald Partners LLC | 0.47% | No change | 30,850 | $1.7M |
| National Philanthropic Trust | 0.03% | No change | 30,409 | $1.7M |
| Private Wealth Partners, LLC | 0.13% | Reduce -12.7% | 30,333 | $1.7M |
| Stewardship Advisors, LLC | 0.57% | Reduce -3.1% | 30,304 | $1.7M |
| Sheets Smith Wealth Management | 0.21% | Reduce -1.0% | 30,256 | $1.7M |
| Monterey Private Wealth, Inc. | 0.64% | New | 30,202 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -33.7% | 30,126 | $1.7M |
| ELCO Management Co., LLC | 0.99% | Reduce -1.6% | 29,900 | $1.7M |
| Independent Wealth Network Inc. | 0.79% | Reduce -59.0% | 29,893 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +9.7% | 29,888 | $1.7M |
| Compound Planning, Inc. | 0.13% | Add +5.2% | 29,878 | $1.7M |
| Crewe Advisors LLC | 0.19% | Add +29.0% | 29,584 | $1.7M |
| Cypress Capital Management LLC (WY) | 1.80% | Reduce -5.1% | 29,584 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +7.5% | 29,227 | $1.7M |
| Lanark Financial, Inc. | 0.15% | Add +0.3% | 29,210 | $1.7M |
| Paladin Advisory Group, LLC | 1.29% | Reduce -55.9% | 29,382 | $1.6M |
| Red Mountain Financial, LLC | 1.98% | — | 28,898 | $1.6M |
| Frontier Asset Management, LLC | 0.59% | Add +6.2% | 28,859 | $1.6M |
| JSF Financial, LLC | 0.50% | Add +12.7% | 28,829 | $1.6M |
| LexAurum Advisors, LLC | 0.40% | Reduce -0.4% | 28,749 | $1.6M |
| Transcend Capital Advisors, LLC | 0.12% | Add +3.1% | 28,327 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.40% | Add +2.1% | 28,562 | $1.6M |
| Midwest Professional Planners, LTD. | 0.54% | Add +13.3% | 28,265 | $1.6M |
| Concord Wealth Partners | 0.28% | Add +2.3% | 28,264 | $1.6M |
| GAMMA Investing LLC | 0.22% | Add +88.5% | 28,195 | $1.6M |
| Legacy Bridge, LLC | 0.94% | Reduce -1.2% | 28,143 | $1.6M |
| Hexagon Capital Partners LLC | 0.35% | Add +12.7% | 28,124 | $1.6M |
| Patten Group, Inc. | 0.37% | Add +74.2% | 27,488 | $1.6M |
| Source Financial Advisors LLC | 0.48% | Reduce -1.6% | 27,479 | $1.6M |
| Mayflower Financial Advisors, LLC | 0.25% | Add +5.1% | 27,274 | $1.5M |
| 3EDGE Asset Management, LP | 0.12% | Add +2.2% | 27,259 | $1.5M |
| Websterrogers Financial Advisors, LLC | 0.55% | Add +28.2% | 27,014 | $1.5M |
| Wealthspan Partners, LLC | 0.84% | Add +48.3% | 26,881 | $1.5M |
| CoreFirst Bank & Trust | 1.02% | Reduce -10.6% | 26,764 | $1.5M |
| Apexium Financial, LP | 0.11% | Add +3.9% | 26,439 | $1.5M |
| Purus Wealth Management, LLC | 0.66% | Add +2.2% | 26,362 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -23.0% | 26,170 | $1.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -5.6% | 26,012 | $1.5M |
| Fiduciary Family Office, LLC | 0.58% | New | 26,005 | $1.5M |
| Crescent Grove Advisors, LLC | 0.16% | Reduce -0.7% | 25,446 | $1.4M |
| Somerset Trust Co | 0.59% | Reduce -3.3% | 25,254 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | New | 25,208 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -36.8% | 25,402 | $1.4M |
| Wealth Alliance Advisory Group, LLC | 0.32% | Reduce -2.3% | 24,730 | $1.4M |
| FWG Holdings, LLC | 0.70% | Reduce -2.1% | 24,524 | $1.4M |
| Sunpointe, LLC | 0.90% | Add +13.8% | 24,540 | $1.4M |
| BOK Financial Private Wealth, Inc. | 0.10% | Add +68.7% | 24,266 | $1.4M |
| BCGM Wealth Management, LLC | 0.47% | Reduce -2.6% | 24,119 | $1.4M |
| Coordinated Financial Services, Inc. | 1.18% | Add +18.7% | 24,010 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Reduce -2.3% | 23,898 | $1.4M |
| Taylor & Morgan Wealth Management, LLC | 0.95% | Add +184.0% | 23,818 | $1.3M |
| Trueblood Wealth Management, LLC | 0.76% | Reduce -0.7% | 23,795 | $1.3M |
| Wealth Dimensions Group, Ltd. | 0.38% | Reduce -2.0% | 23,784 | $1.3M |
| Dover Advisors, LLC | 0.83% | Add +34.9% | 23,747 | $1.3M |
| Chronos Wealth Management, LLC | 0.75% | Reduce -4.8% | 23,686 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -22.2% | 23,551 | $1.3M |
| PDS Planning, Inc | 0.13% | Add +35.2% | 23,493 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +0.1% | 23,325 | $1.3M |
| Moseley Investment Management Inc. | 0.61% | Add +28.9% | 23,287 | $1.3M |
| Strong Tower Advisory Services | 0.43% | Add +21.6% | 23,177 | $1.3M |
| KFG Wealth Management, LLC | 0.52% | Add +49.1% | 23,074 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Add +88.4% | 23,070 | $1.3M |
| Sound Income Strategies, LLC | 0.09% | Add +0.4% | 22,676 | $1.3M |
| Main Line Retirement Advisors, LLC | 0.98% | Add +0.6% | 22,559 | $1.3M |
| Elevated Capital Advisors, LLC | 0.36% | Reduce -3.8% | 22,465 | $1.3M |
| Howard Financial Services, LTD. | 0.21% | Add +8.1% | 22,368 | $1.3M |
| Resolute Wealth Strategies, LLC | 0.72% | Reduce -11.0% | 22,134 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -28.4% | 21,950 | $1.2M |
| Caprock Group, LLC | 0.05% | Reduce -17.3% | 21,788 | $1.2M |
| Detalus Advisors, LLC | 0.42% | Reduce -23.6% | 21,664 | $1.2M |
| Modus Advisors, LLC | 0.43% | Reduce -0.9% | 21,590 | $1.2M |
| Pointe Capital Management LLC | 0.75% | Add +4.4% | 21,465 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.42% | Reduce -4.1% | 21,404 | $1.2M |
| LRI Investments, LLC | 0.14% | New | 21,170 | $1.2M |
| Family Asset Management, LLC | 0.77% | Reduce -10.1% | 21,056 | $1.2M |
| Mendel Capital Management LLC | 0.77% | Add +7.4% | 20,940 | $1.2M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -12.3% | 20,903 | $1.2M |
| Andina Capital Management, LLC | 0.88% | Add +115.6% | 20,668 | $1.2M |
| Econ Financial Services Corp | 0.72% | Add +3.3% | 20,443 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.22% | Reduce -1.1% | 20,328 | $1.2M |
| United Advisor Group, LLC | 0.36% | Add +34.8% | 20,239 | $1.1M |
| Autumn Glory Partners, LLC | 0.58% | Reduce -0.4% | 20,183 | $1.1M |
| Auour Investments LLC | 0.43% | Reduce 0.0% | 20,157 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | No change | 19,744 | $1.1M |
| Spinnaker Investment Group, LLC | 0.31% | Reduce -0.5% | 19,945 | $1.1M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -27.4% | 19,927 | $1.1M |
| Monument Capital Management | 0.33% | New | 19,836 | $1.1M |
| Smith Anglin Financial, LLC | 0.11% | Add +0.4% | 19,684 | $1.1M |
| Sovereign Financial Group, Inc. | 0.28% | Add +3.5% | 19,585 | $1.1M |
| Navis Wealth Advisors, LLC | 1.27% | Reduce -1.1% | 19,513 | $1.1M |
| Founders Financial Securities LLC | 0.10% | Add +73.5% | 19,509 | $1.1M |
| ERn Financial, LLC | 0.18% | Reduce -1.4% | 19,484 | $1.1M |
| Bellwether Advisors, LLC | 0.23% | No change | 19,393 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.83% | Add +5.1% | 19,375 | $1.1M |
| Wealthcare Capital Management LLC | 0.12% | Add +18.5% | 19,360 | $1.1M |
| Lokken Investment Group LLC | 0.52% | Add +3.2% | 19,352 | $1.1M |
| Opus Capital Group, LLC | 0.16% | Add +1.8% | 19,258 | $1.1M |
| Wintrust Investments LLC | 0.09% | Add +7.3% | 19,180 | $1.1M |
| Foster Victor Wealth Advisors, LLC | 0.09% | Add +25.7% | 18,989 | $1.1M |
| ORG Partners LLC | 0.13% | New | 19,193 | $1.1M |
| Tucker Asset Management LLC | 0.24% | Reduce -0.7% | 18,909 | $1.1M |
| Sepio Capital, LP | 0.10% | Add +2.4% | 18,888 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +9.5% | 18,826 | $1.1M |
| US Bancorp \de | 0.00% | Add +38.9% | 18,694 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +35.4% | 18,691 | $1.1M |
| Venturi Wealth Management, LLC | 0.06% | Add +1.1% | 18,619 | $1.1M |
| Hazlett, Burt & Watson, Inc. | 0.54% | Reduce -2.3% | 18,526 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Add +59.9% | 18,565 | $1.1M |
| Leelyn Smith, LLC | 0.20% | Add +5.0% | 18,518 | $1.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.30% | Add +3.8% | 18,501 | $1.0M |
| Chapin Davis, Inc. | 0.36% | Add +9.4% | 18,446 | $1.0M |
| Coldstream Capital Management Inc. | 0.03% | Add +61.6% | 18,343 | $1.0M |
| Menard Financial Group LLC | 0.74% | Add +0.4% | 18,277 | $1.0M |
| Meridian Wealth Management, LLC | 0.12% | New | 18,229 | $1.0M |
| Syntegra Private Wealth Group, LLC | 0.13% | Add +2.8% | 18,228 | $1.0M |
| WealthPlan Investment Management, LLC | 0.16% | Reduce -78.2% | 18,105 | $1.0M |
| Parsons Capital Management Inc. | 0.07% | Reduce -1.6% | 18,050 | $1.0M |
| Signaturefd, LLC | 0.02% | Reduce -0.1% | 17,742 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.9% | 17,376 | $985K |
| Heritage Wealth Management, Inc. | 0.33% | — | 17,341 | $978K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.27% | Add +22.3% | 17,213 | $976K |
| Park Edge Advisors, LLC | 0.30% | Add +21.3% | 17,166 | $973K |
| Larson Financial Group LLC | 0.07% | Add +2985.6% | 17,156 | $972K |
| Aviance Capital Partners, LLC | 0.14% | Add +6.3% | 17,120 | $970K |
| AllSquare Wealth Management LLC | 0.58% | Add +0.9% | 17,100 | $969K |
| Blue Chip Partners, LLC | 0.09% | Add +15.4% | 16,925 | $959K |
| Benchmark Financial Wealth Advisors, LLC | 0.35% | Add +36.2% | 16,803 | $952K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.9% | 16,516 | $936K |
| Lewis Asset Management, LLC | 0.71% | Reduce -2.6% | 16,449 | $932K |
| Regions Financial Corp. | 0.01% | Reduce -16.5% | 16,428 | $931K |
| Marion Wealth Management | 0.27% | Add +2.2% | 16,391 | $929K |
| Souders Financial Advisors | 0.14% | Add +13.8% | 16,185 | $917K |
| Novare Capital Management LLC | 0.08% | Reduce -9.3% | 16,175 | $917K |
| Tranquility Partners, LLC | 0.35% | Reduce -4.7% | 15,997 | $907K |
| AlphaStar Capital Management, LLC | 0.08% | Add +20.4% | 15,990 | $906K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +39.5% | 15,980 | $906K |
| Secured Retirement Advisors, LLC | 0.70% | Add +6.0% | 15,931 | $903K |
| Capital Market Strategies LLC | 0.57% | Reduce -0.1% | 15,871 | $900K |
| Rockingstone Advisors LLC | 0.46% | Reduce -7.6% | 15,735 | $892K |
| Lineweaver Wealth Advisors, LLC | 0.18% | Add +3.8% | 15,592 | $884K |
| Bison Wealth, LLC | 0.14% | No change | 15,260 | $883K |
| Bluespring Wealth Management, LLC | 0.09% | Add +2.0% | 15,488 | $878K |
| Mascoma Wealth Management LLC | 0.23% | Reduce -17.0% | 15,456 | $876K |
| VitalStone Financial, LLC | 0.63% | Add +170.9% | 15,437 | $875K |
| Camelot Portfolios, LLC | 0.50% | New | 15,437 | $875K |
| Wealth Alliance, LLC | 0.11% | Add +2.9% | 15,383 | $872K |
| Realta Investment Advisors | 0.17% | Reduce -34.4% | 15,361 | $871K |
| Indie Asset Partners, LLC | 0.69% | Add +49.0% | 15,348 | $870K |
| Cozad Asset Management Inc. | 0.09% | Add +19.3% | 15,255 | $865K |
| Haverford Trust Co | 0.01% | Reduce -11.9% | 15,182 | $861K |
| Lifeworks Advisors, LLC | 0.24% | Reduce -4.2% | 15,058 | $853K |
| Prudential Financial Inc. | 0.00% | Add +3.7% | 15,029 | $852K |
| KKM Financial LLC | 0.40% | Reduce -18.8% | 14,965 | $848K |
| Collective Family Office LLC | 0.25% | Reduce -21.3% | 14,945 | $847K |
| Howard Wealth Management, LLC | 0.67% | Add +33.3% | 14,891 | $844K |
| Nvwm, LLC | 0.22% | Add +2.2% | 14,872 | $843K |
| F/m Investments LLC | 0.03% | New | 14,795 | $839K |
| CPA Asset Management Group, LLC | 0.45% | Add +27.4% | 14,783 | $838K |
| Solutions 4 Wealth, Ltd | 1.89% | Add +224.7% | 14,714 | $834K |
| Legacy Financial Strategies, LLC | 0.20% | Add +70.2% | 14,799 | $831K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 14,522 | $823K |
| IAM Advisory, LLC | 0.22% | Add +11.8% | 14,508 | $822K |
| Independent Investors Inc. | 0.18% | No change | 14,420 | $817K |
| Diversify Wealth Management, LLC | 0.10% | — | 14,814 | $815K |
| Activest Wealth Management | 0.27% | Add +92.7% | 14,269 | $809K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.6% | 14,254 | $808K |
| Cherry Creek Investment Advisors, Inc. | 0.42% | Reduce -4.8% | 14,240 | $807K |
| Millennium Capital Advisors, LLC | 0.53% | Reduce -1.0% | 14,183 | $804K |
| Accel Wealth Management | 0.32% | Reduce -12.2% | 14,025 | $795K |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 13,709 | $793K |
| Etesian Wealth Advisors, Inc. | 0.44% | Add +19.8% | 13,933 | $790K |
| Independent Advisor Alliance | 0.03% | Reduce -13.6% | 13,896 | $788K |
| GTS Securities LLC | 0.02% | Add +246.8% | 13,874 | $786K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -5.5% | 13,866 | $786K |
| Asset Allocation Strategies LLC | 0.26% | Add +48.3% | 13,837 | $784K |
| FSB Premier Wealth Management, Inc. | 0.35% | Add +97.8% | 13,830 | $784K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | New | 13,763 | $780K |
| Columbia Asset Management | 0.15% | Add +129.0% | 13,739 | $779K |
| Moss Adams Wealth Advisors LLC | 0.11% | Reduce -76.5% | 13,721 | $778K |
| Ritholtz Wealth Management | 0.03% | New | 13,699 | $776K |
| Annex Advisory Services, LLC | 0.03% | Add +0.2% | 13,694 | $776K |
| Saxony Capital Management, LLC | 0.85% | Add +31.2% | 13,610 | $771K |
| Fifth Third Bancorp | 0.00% | Add +42.0% | 13,413 | $760K |
| Choreo, LLC | 0.01% | New | 13,513 | $759K |
| Independence Bank of Kentucky | 0.20% | No change | 13,290 | $753K |
| Trust Co | 0.10% | Add +0.1% | 13,214 | $749K |
| Johnson Bixby & Associates, LLC | 0.12% | Reduce -26.6% | 13,130 | $744K |
| Marcum Wealth, LLC | 0.07% | Reduce -6.7% | 13,074 | $741K |
| Gallagher Fiduciary Advisors, LLC | 0.17% | Reduce -0.3% | 13,070 | $741K |
| L & S Advisors Inc | 0.09% | Reduce -86.5% | 12,905 | $731K |
| Stablepoint Partners, LLC | 0.14% | Reduce -36.8% | 12,813 | $731K |
| Arrowroot Family Office, LLC | 0.47% | Add +0.4% | 12,859 | $729K |
| Moneco Advisors, LLC | 0.10% | Reduce -8.5% | 12,556 | $712K |
| Alliance Wealth Advisors, LLC | 0.45% | Add +0.5% | 12,472 | $707K |
| Wellington Shields Capital Management, LLC | 0.13% | Reduce -0.8% | 12,414 | $704K |
| Diversified Portfolios, Inc. | 0.09% | Add +5.1% | 12,270 | $695K |
| American Money Management, LLC | 0.15% | Reduce -0.8% | 12,027 | $682K |
| Tritonpoint Wealth, LLC | 0.07% | Add +24.4% | 11,948 | $677K |
| Obsidian Cio, LLC | 0.16% | Reduce -0.3% | 11,939 | $677K |
| Paradigm, Strategies in Wealth Management, LLC | 0.41% | Reduce -4.3% | 11,914 | $675K |
| Courier Capital LLC | 0.05% | Add +8.7% | 11,912 | $675K |
| American Financial Advisors, LLC | 0.10% | Reduce -4.7% | 11,856 | $672K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +35.5% | 11,777 | $667K |
| Fortress Wealth Management, Inc. | 0.34% | Add +1.3% | 11,698 | $663K |
| Morse Asset Management, Inc | 0.16% | Reduce -26.8% | 11,443 | $649K |
| StoneX Group Inc. | 0.05% | Add +13.7% | 11,435 | $648K |
| Seaview Investment Managers LLC | 0.19% | Add +39.1% | 11,198 | $635K |
| Prentice Wealth Management LLC | 0.21% | Reduce -91.5% | 11,140 | $631K |
| Fernwood Investment Management, LLC | 0.19% | Add +20.4% | 11,019 | $625K |
| Ascension Capital Advisors, Inc. | 0.33% | Add +13.3% | 11,006 | $624K |
| BLB&B Advisors, LLC | 0.03% | Reduce -24.7% | 10,867 | $616K |
| FinTrust Capital Advisors, LLC | 0.11% | Reduce -12.6% | 10,845 | $615K |
| Columbus Macro, LLC | 0.24% | Add +0.3% | 10,887 | $613K |
| Northern Trust Corp. | 0.00% | Reduce -65.2% | 10,779 | $611K |
| One Capital Management, LLC | 0.02% | New | 10,681 | $605K |
| Vise Technologies, Inc. | 0.11% | Reduce -16.9% | 10,665 | $605K |
| Bessemer Group Inc. | 0.00% | Add +325.6% | 10,615 | $602K |
| American Capital Advisory, LLC | 0.43% | Add +277.9% | 10,929 | $601K |
| Armstrong, Fleming & Moore, Inc | 0.38% | Add +33.1% | 10,492 | $595K |
| Lion Street Advisors, LLC | 0.22% | No change | 10,415 | $590K |
| LGT Financial Advisors LLC | 1.24% | Add +59.6% | 10,358 | $587K |
| Advisor Resource Council | 0.77% | Reduce -15.9% | 10,309 | $584K |
| Delta Financial Group, Inc. | 0.24% | Add +64.4% | 10,310 | $584K |
| Biechele Royce Advisors | 0.20% | No change | 10,310 | $584K |
| Canvas Wealth Advisors, LLC | 0.18% | Add +14.9% | 10,197 | $582K |
| Future Financial Wealth Managment LLC | 0.51% | Add +112.7% | 10,218 | $579K |
| Tradewinds, LLC. | 0.18% | New | 10,161 | $576K |
| Sage Advisory Services, Ltd.Co. | 0.16% | Reduce -27.5% | 9,959 | $564K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.8% | 9,865 | $559K |
| Prostatis Group LLC | 0.20% | Reduce -5.5% | 9,860 | $559K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | Add +20.8% | 9,813 | $556K |
| BlackDiamond Wealth Management, LLC | 0.36% | Reduce -48.4% | 9,799 | $551K |
| Personal Cfo Solutions, LLC | 0.08% | Reduce -5.0% | 9,644 | $547K |
| Key Financial Inc | 0.13% | Add +21.3% | 9,598 | $544K |
| WFA of San Diego, LLC | 0.49% | — | 9,540 | $541K |
| Curi Capital, LLC | 0.01% | Add +26.9% | 9,497 | $538K |
| Ashton Thomas Securities, LLC | 0.13% | — | 9,440 | $530K |
| Koa Wealth Management, LLC | 0.45% | Add +4.5% | 9,342 | $530K |
| Evercore Wealth Management, LLC | 0.01% | No change | 9,334 | $529K |
| Fiduciary Trust Co | 0.01% | No change | 9,329 | $529K |
| Cascade Financial Partners, LLC | 0.07% | Add +0.0% | 9,258 | $525K |
| Thompson Davis & Co., Inc. | 0.45% | No change | 9,150 | $519K |
| Darden Wealth Group Inc | 0.31% | Add +2.2% | 9,150 | $519K |
| Formidable Asset Management, LLC | 0.08% | Add +76.5% | 9,068 | $514K |
| Southland Equity Partners LLC | 0.15% | Reduce -6.0% | 9,050 | $513K |
| Clearstead Trust, LLC | 0.13% | No change | 9,042 | $513K |
| IMS Capital Management | 0.24% | Reduce -7.1% | 8,787 | $508K |
| Sugarloaf Wealth Management, LLC | 0.09% | Add +1.8% | 8,947 | $507K |
| JT Stratford LLC | 0.09% | Add +8.3% | 8,943 | $507K |
| Montag A & Associates Inc. | 0.03% | Add +0.3% | 8,914 | $505K |
| Colonial Trust Co / SC | 0.09% | Add +10.0% | 8,775 | $497K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.19% | Add +7.7% | 8,661 | $494K |
| LVZ, Inc. | 0.07% | Reduce -4.5% | 8,697 | $493K |
| Embree Financial Group | 0.09% | Add +40.3% | 8,621 | $489K |
| Cutter & CO Brokerage, Inc. | 0.12% | Add +1.4% | 8,595 | $487K |
| Smallwood Wealth Investment Management, LLC | 0.37% | Add +0.5% | 8,542 | $484K |
| Strategic Family Wealth Counselors, L.L.C. | 0.18% | Add +34.3% | 8,483 | $481K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.7% | 8,410 | $480K |
| Paragon Financial Partners, Inc. | 0.37% | Add +1.5% | 8,312 | $471K |
| Csenge Advisory Group | 0.03% | Reduce -86.5% | 8,304 | $471K |
| Samalin Investment Counsel, LLC | 0.22% | Add +0.2% | 8,235 | $467K |
| Sanders Morris Harris LLC | 0.08% | Reduce -19.6% | 8,231 | $467K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 8,123 | $460K |
| Arcus Capital Partners, LLC | 0.18% | Add +36.4% | 8,102 | $459K |
| Gentry Private Wealth, LLC | 0.40% | — | 8,077 | $458K |
| Element Wealth, LLC | 0.26% | Reduce -2.5% | 8,072 | $458K |
| Paragon Private Wealth Management, LLC | 0.25% | Reduce -7.8% | 7,951 | $451K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -13.2% | 7,913 | $449K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 7,908 | $448K |
| Advisors Management Group Inc. | 0.11% | New | 7,897 | $448K |
| Mattern Wealth Management LLC | 0.11% | Add +27.6% | 7,898 | $448K |
| TFB Advisors LLC | 0.14% | New | 7,815 | $443K |
| TRUE Private Wealth Advisors | 0.05% | Add +9.3% | 7,808 | $443K |
| Berger Financial Group, Inc | 0.04% | Add +8.4% | 7,763 | $440K |
| Townsquare Capital LLC | 0.01% | Add +23.1% | 7,625 | $432K |
| Sterling Manor Financial, LLC | 0.33% | Add +1.1% | 7,598 | $431K |
| Triad Wealth Partners, LLC | 0.23% | Add +51.1% | 7,587 | $430K |
| Cannell & Spears LLC | 0.01% | No change | 7,500 | $425K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -8.6% | 7,453 | $422K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -0.4% | 7,452 | $422K |
| Summit Trail Advisors, LLC | 0.01% | New | 7,375 | $418K |
| Latitude Advisors, LLC | 0.25% | Add +0.4% | 7,296 | $414K |
| SimpliFi, Inc. | 0.19% | Reduce -4.5% | 7,296 | $414K |
| Lakeridge Wealth Management LLC | 0.25% | Add +11.2% | 7,245 | $411K |
| MAS Advisors LLC | 0.96% | New | 7,092 | $402K |
| Tanglewood Wealth Management, Inc. | 0.05% | No change | 7,040 | $399K |
| Johnson & White Wealth Management, LLC | 0.38% | New | 7,002 | $397K |
| IPG Investment Advisors LLC | 0.09% | Reduce -14.8% | 6,925 | $393K |
| AlphaMark Advisors, LLC | 0.13% | Reduce -14.3% | 6,816 | $386K |
| Aft, Forsyth & Company, Inc. | 0.19% | Add +32.5% | 6,787 | $385K |
| FSC Wealth Advisors, LLC | 0.28% | Add +2.9% | 6,774 | $384K |
| Keybank National Association | 0.00% | Add +0.5% | 6,750 | $383K |
| 1900 Wealth Management LLC | 0.04% | Reduce -0.4% | 6,748 | $382K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +12.3% | 6,735 | $382K |
| Financial Gravity Asset Management, Inc. | 0.10% | New | 6,735 | $382K |
| Capasso Planning Partners LLC | 0.12% | New | 6,707 | $380K |
| Edgestream Partners, L.P. | 0.02% | New | 6,617 | $375K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +1.4% | 6,603 | $374K |
| Fortis Advisors, LLC | 0.26% | New | 6,601 | $374K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -7.5% | 6,544 | $371K |
| Atlantic Private Wealth, LLC | 0.30% | No change | 6,543 | $371K |
| Acorns Advisers, LLC | 0.00% | Add +70.2% | 6,422 | $364K |
| John W. Brooker & Co., CPAs | 0.18% | Add +8.8% | 6,395 | $362K |
| Argent Advisors, Inc. | 0.14% | Add +1.4% | 6,354 | $360K |
| 3Chopt Investment Partners, LLC | 0.11% | New | 6,347 | $360K |
| Weatherly Asset Management L. P. | 0.03% | Add +2.0% | 6,330 | $359K |
| Tyche Wealth Partners LLC | 0.09% | Add +0.3% | 6,323 | $358K |
| Fortis Capital Advisors, LLC | 0.13% | Add +41.3% | 6,304 | $357K |
| Grandview Asset Management LLC | 0.21% | Add +34.0% | 6,272 | $356K |
| AlTi Global, Inc. | 0.01% | Reduce -1.8% | 6,246 | $354K |
| West Wealth Group, LLC | 0.12% | Reduce -14.6% | 6,226 | $353K |
| Endowment Wealth Management, Inc. | 0.26% | Reduce -3.0% | 6,195 | $351K |
| Williams & Novak, LLC | 0.33% | New | 6,189 | $351K |
| Astoria Portfolio Advisors LLC. | 0.12% | Add +19.6% | 6,086 | $345K |
| TAGStone Capital, Inc. | 0.20% | Add +1.8% | 6,078 | $344K |
| Bay Rivers Group | 0.18% | Add +41.6% | 6,060 | $343K |
| Finivi Inc. | 0.28% | New | 6,028 | $342K |
| Journey Strategic Wealth LLC | 0.01% | New | 6,000 | $340K |
| Woodmont Investment Counsel LLC | 0.03% | Add +164.0% | 5,950 | $337K |
| Cora Capital Advisors LLC | 0.17% | New | 5,900 | $334K |
| Bank of New Hampshire | 0.09% | No change | 5,875 | $333K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +1.6% | 5,854 | $332K |
| CoreCap Advisors, LLC | 0.03% | Reduce -0.5% | 5,854 | $332K |
| Brighton Jones LLC | 0.01% | Reduce -34.9% | 5,805 | $329K |
| Legacy Financial Group LLC | 0.06% | Reduce -10.5% | 5,804 | $329K |
| Gratus Capital, LLC | 0.01% | Add +16.0% | 5,801 | $329K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.1% | 5,798 | $329K |
| Eight 31 Financial, LLC | 0.25% | New | 5,700 | $323K |
| Sax Wealth Advisors, LLC | 0.03% | New | 5,689 | $322K |
| Defender Capital, LLC. | 0.11% | No change | 5,625 | $319K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -94.6% | 5,603 | $318K |
| New Century Financial Group, LLC | 0.13% | Reduce -63.6% | 5,589 | $317K |
| Fisher Asset Management | 0.00% | Reduce -41.0% | 5,529 | $313K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,500 | $312K |
| LifePro Asset Management | 0.22% | Reduce -5.2% | 5,487 | $311K |
| CRA Financial Services, LLC | 0.06% | Add +34.7% | 5,472 | $310K |
| Capital City Trust Co. | 0.08% | No change | 5,454 | $309K |
| Wealth Management Partners, LLC | 0.15% | Reduce -43.6% | 5,430 | $308K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -19.0% | 5,418 | $307K |
| Pine Harbor Wealth Management, LLC | 0.18% | No change | 5,411 | $307K |
| Rollins Financial Advisors, LLC | 0.05% | Add +42.1% | 5,363 | $304K |
| Quadcap Wealth Management, LLC | 0.05% | New | 5,358 | $304K |
| Hixon Zuercher, LLC | 0.13% | Add +3.7% | 5,336 | $302K |
| Lodestar Private Asset Management LLC | 0.04% | Add +9.2% | 5,332 | $302K |
| Winch Advisory Services, LLC | 0.09% | Add +125.8% | 5,320 | $302K |
| Capital Advisors, Ltd. LLC | 0.04% | Add +89.6% | 5,319 | $301K |
| FDx Advisors, Inc. | 0.08% | Reduce -1.9% | 5,275 | $299K |
| Leo Wealth, LLC | 0.03% | Add +0.2% | 5,325 | $299K |
| DeDora Capital, Inc. | 0.09% | Add +22.3% | 5,257 | $298K |
| Merit Financial Group, LLC | 0.01% | Add +2.5% | 5,253 | $298K |
| AQR Capital Management | 0.00% | New | 5,208 | $295K |
| Betterment LLC | 0.00% | Add +1.6% | 5,203 | $295K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -7.3% | 5,197 | $295K |
| Wesbanco Bank Inc. | 0.01% | Add +19.2% | 5,155 | $292K |
| Penbrook Management LLC | 0.18% | No change | 5,150 | $292K |
| Archford Capital Strategies, LLC | 0.05% | Add +0.1% | 5,144 | $292K |
| FineMark National Bank & Trust | 0.01% | Add +19.9% | 5,134 | $291K |
| Fort Point Capital Partners LLC | 0.04% | Add +0.6% | 5,110 | $290K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.5% | 5,104 | $289K |
| Fairman Group, LLC | 0.29% | New | 5,100 | $289K |
| Outlook Wealth Advisors, LLC | 0.09% | Reduce -9.1% | 5,061 | $287K |
| BOS Asset Management, LLC | 0.13% | Reduce -0.7% | 5,038 | $286K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | Add +38.4% | 5,144 | $283K |
| Squire Investment Management Company, LLC | 0.16% | Add +7.5% | 4,985 | $283K |
| Chelsea Counsel Co. | 0.14% | No change | 4,980 | $282K |
| Ethos Financial Group, LLC | 0.05% | Add +3.6% | 4,981 | $282K |
| Osborne Partners Capital Management, LLC | 0.02% | New | 4,955 | $281K |
| Waller Financial Planning Group, Inc. | 0.07% | Add +18.7% | 4,924 | $279K |
| RPS Advisory Solutions LLC | 0.26% | — | 4,899 | $278K |
| Atlas Brown,Inc. | 0.10% | Add +12.7% | 4,895 | $277K |
| Savant Capital, LLC | 0.00% | New | 4,815 | $273K |
| Reliant Wealth Planning | 0.13% | New | 4,807 | $272K |
| Bell Bank | 0.02% | Add +11.5% | 4,784 | $271K |
| Smith Thornton Advisors LLC | 0.20% | — | 4,756 | $270K |
| XML Financial, LLC | 0.03% | Add +27.2% | 4,750 | $269K |
| MGB Wealth Management, LLC | 0.10% | No change | 4,730 | $269K |
| Bright Futures Wealth Management, LLC. | 0.14% | Add +0.2% | 4,711 | $266K |
| Capital Planning LLC | 0.08% | No change | 4,680 | $265K |
| Tortoise Investment Management, LLC | 0.03% | Add +0.2% | 4,660 | $264K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +25.6% | 4,650 | $264K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -23.5% | 4,638 | $263K |
| Laraway Financial Advisors Inc | 0.22% | No change | 4,620 | $262K |
| Fortitude Advisory Group L.L.C. | 0.16% | Reduce -50.9% | 4,615 | $262K |
| Commerce Bank | 0.00% | New | 4,590 | $260K |
| Bfsg, LLC | 0.03% | Add +8.4% | 4,589 | $260K |
| Clarus Wealth Advisors | 0.14% | Add +1.7% | 4,608 | $259K |
| McAdam, LLC | 0.02% | Add +10.5% | 4,555 | $258K |
| MN Wealth Advisors, LLC | 0.15% | New | 4,540 | $257K |
| RBA Wealth Management, LLC | 0.10% | Add +0.6% | 4,534 | $257K |
| Strategies Wealth Advisors, LLC | 0.04% | New | 4,519 | $256K |
| Fiduciary Alliance LLC | 0.04% | Add +28.6% | 4,538 | $255K |
| Empirical Asset Management, LLC | 0.10% | New | 4,496 | $255K |
| Keystone Wealth Services, LLC | 0.08% | Add +1.6% | 4,484 | $254K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Reduce -11.1% | 4,465 | $253K |
| Sonata Capital Group Inc. | 0.13% | Reduce -1.6% | 4,441 | $252K |
| Naples Global Advisors, LLC | 0.03% | Reduce -8.2% | 4,440 | $252K |
| Tyler-Stone Wealth Management | 0.10% | No change | 4,434 | $251K |
| Platform Technology Partners | 0.09% | — | 4,430 | $251K |
| Salem Investment Counselors Inc. | 0.01% | Add +229.1% | 4,417 | $250K |
| Hudock, Inc. | 0.05% | New | 4,409 | $250K |
| L.M. Kohn & Company | 0.07% | New | 4,397 | $249K |
| Insight 2811, Inc. | 0.13% | New | 4,390 | $249K |
| Savvy Advisors, Inc. | 0.08% | Add +1.4% | 4,352 | $247K |
| Arden Trust Co | 0.03% | Add +7.4% | 4,261 | $242K |
| Texas Yale Capital Corp. | 0.01% | New | 4,200 | $238K |
| Carson Advisory Inc. | 0.17% | Add +1.3% | 4,191 | $238K |
| Westover Capital Advisors, LLC | 0.06% | Reduce -2.5% | 4,181 | $237K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -12.3% | 4,167 | $236K |
| Rothschild Wealth LLC | 0.08% | New | 4,154 | $235K |
| Florida Financial Advisors, LLC | 0.14% | Reduce -23.3% | 4,144 | $235K |
| Fortem Financial Group, LLC | 0.10% | No change | 4,082 | $231K |
| Family Investment Center, Inc. | 0.07% | New | 4,051 | $230K |
| Aspen Wealth Strategies, LLC | 0.16% | Reduce -43.5% | 3,983 | $228K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -1.2% | 4,028 | $228K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -16.6% | 4,007 | $227K |
| Balefire, LLC | 0.08% | Add +69.6% | 3,984 | $226K |
| Great Lakes Retirement, Inc. | 0.03% | New | 3,961 | $225K |
| Heritage Financial Services, LLC | 0.03% | New | 3,960 | $224K |
| Wills Financial Group, Inc. | 0.10% | Add +5.3% | 3,957 | $224K |
| Avalon Capital Management | 0.07% | Reduce -10.1% | 3,920 | $222K |
| Rehmann Capital Advisory Group | 0.02% | New | 3,907 | $221K |
| Fiduciary Financial Group, LLC | 0.05% | — | 3,864 | $221K |
| Trustmark Bank Trust Department | 0.02% | New | 3,787 | $215K |
| Clear Point Advisors Inc. | 0.17% | Add +1.1% | 3,744 | $212K |
| Tiemann Investment Advisors, LLC | 0.09% | No change | 3,725 | $211K |
| Beacon Financial Planning, Inc. | 0.14% | Add +1.8% | 3,711 | $210K |
| Cabana LLC | 0.96% | Reduce -85.2% | 3,705 | $210K |
| Willner & Heller, LLC | 0.20% | New | 3,684 | $209K |
| Gallacher Capital Management LLC | 0.11% | Reduce -81.7% | 3,676 | $208K |
| FLC Capital Advisors | 0.05% | New | 3,672 | $208K |
| Equita Financial Network, Inc. | 0.09% | New | 3,665 | $208K |
| Nvest Financial, LLC | 0.13% | New | 3,637 | $206K |
| Solidarity Wealth, LLC | 0.06% | Reduce -17.9% | 3,624 | $205K |
| Clayton Financial Group LLC | 0.09% | No change | 3,542 | $205K |
| Yarger Wealth Strategies, LLC | 0.12% | New | 3,615 | $205K |
| Fluent Financial, LLC | 0.10% | Reduce -19.1% | 3,612 | $205K |
| Landmark Wealth Management, LLC | 0.16% | New | 3,598 | $204K |
| CGN Advisors LLC | 0.02% | New | 3,597 | $204K |
| SP Asset Management LLC | 0.02% | New | 3,582 | $203K |
| Choate Investment Advisors | 0.01% | No change | 3,575 | $203K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.4% | 3,563 | $202K |
| Concord Asset Management, LLC | 0.05% | New | 3,530 | $200K |
| Financial Perspectives, Inc | 0.07% | Add +1.6% | 3,440 | $195K |
| Alaska Wealth Advisors, LLC | 0.03% | Reduce -0.8% | 3,348 | $190K |
| Private Trust Co. NA | 0.02% | No change | 3,107 | $176K |
| Dunhill Financial, LLC | 0.11% | Reduce -2.6% | 3,029 | $172K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,875 | $163K |
| Chris Bulman Inc | 0.11% | — | 2,874 | $163K |
| Eagle Bay Advisors LLC | 0.10% | Reduce -33.8% | 2,815 | $160K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,800 | $159K |
| Atlas Capital Advisors Inc. | 0.02% | Add +17.9% | 2,759 | $156K |
| Creative Financial Designs Inc. | 0.01% | Add +1.7% | 2,754 | $156K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,728 | $155K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 2,690 | $152K |
| Opal Wealth Advisors, LLC | 0.05% | New | 2,673 | $152K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +293.0% | 2,594 | $147K |
| Caitlin John, LLC | 0.11% | Add +1.3% | 2,548 | $144K |
| Wellington Shields & Co., LLC | 0.05% | No change | 2,500 | $142K |
| BBJS Financial Advisors, LLC | 0.05% | No change | 2,427 | $138K |
| TD Private Client Wealth LLC | 0.00% | Add +25.4% | 2,422 | $137K |
| Anfield Capital Management, LLC | 0.06% | New | 2,329 | $132K |
| HM Payson & Co. | 0.00% | Add +294.7% | 2,325 | $132K |
| Arax Advisory Partners | 0.01% | Add +0.7% | 2,207 | $125K |
| Trust Co. of Vermont | 0.01% | Reduce -33.1% | 2,200 | $125K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +117.0% | 2,114 | $120K |
| Financial Network Wealth Advisors LLC | 0.09% | New | 2,098 | $118K |
| Macroview Investment Management LLC | 0.12% | Reduce -47.1% | 2,000 | $113K |
| Citadel Advisors | 0.00% | Reduce -80.8% | 1,901 | $108K |
| HBC Financial Services, PLLC | 0.07% | Reduce -40.9% | 1,880 | $107K |
| WR Wealth Planners, LLC | 0.03% | Add +26.6% | 1,876 | $106K |
| NorthRock Partners, LLC | 0.00% | Add +84.1% | 1,797 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $96K |
| Elevation Wealth Partners, LLC | 0.04% | Add +76.8% | 1,657 | $94K |
| Janiczek Wealth Management, LLC | 0.02% | No change | 1,570 | $89K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -57.6% | 1,552 | $88K |
| Beacon Capital Management, LLC | 0.02% | New | 1,539 | $87K |
| Quadrant Capital Group LLC | 0.01% | No change | 1,500 | $85K |
| GFS Advisors, LLC | 0.01% | New | 13,651 | $83K |
| Redwood Wealth Management Group, LLC | 0.06% | New | 1,350 | $77K |
| Highline Wealth Partners LLC | 0.03% | Add +1.2% | 1,338 | $76K |
| Pinnacle Holdings, LLC | 0.04% | Add +10.4% | 1,330 | $75K |
| Optimum Investment Advisors | 0.03% | No change | 1,294 | $73K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.8% | 1,253 | $71K |
| Global Trust Asset Management, LLC | 0.03% | Reduce -22.8% | 1,168 | $66K |
| TrinityBridge Ltd | 0.00% | No change | 1,145 | $65K |
| UMB Bank, n.a. | 0.00% | No change | 1,096 | $62K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.1% | 1,030 | $58K |
| Bogart Wealth, LLC | 0.00% | Add +4.1% | 1,020 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,000 | $57K |
| Pacifica Partners Inc. | 0.02% | New | 1,000 | $56K |
| Valley National Advisers Inc. | 0.01% | Reduce -9.4% | 959 | $54K |
| Glenmede Trust Co. NA | 0.00% | New | 950 | $54K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 857 | $49K |
| National Bank of Canada | 0.00% | No change | 820 | $46K |
| Westside Investment Management, Inc. | 0.01% | No change | 800 | $46K |
| Raffa Wealth Management, LLC | 0.01% | Add +26.1% | 801 | $45K |
| Painted Porch Advisors LLC | 0.03% | New | 792 | $45K |
| Perritt Capital Management Inc | 0.02% | Add +1.8% | 783 | $44K |
| Centerpoint Advisors, LLC | 0.02% | New | 750 | $43K |
| Roble, Belko & Company, Inc | 0.01% | No change | 763 | $43K |
| Burkett Financial Services, LLC | 0.02% | Add +22.6% | 748 | $42K |
| Pin Oak Investment Advisors Inc. | 0.04% | Add +6.0% | 741 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $40K |
| NBT Bank, N.A. | 0.00% | No change | 692 | $39K |
| Private Capital Management LLC | 0.01% | No change | 665 | $38K |
| Fortitude Family Office, LLC | 0.02% | Reduce -5.7% | 651 | $37K |
| Morris Financial Concepts, Inc. | 0.02% | Reduce -2.3% | 607 | $34K |
| Founders Financial Alliance, LLC | 0.01% | Add +1.9% | 595 | $34K |
| SWS Partners | 0.01% | New | 555 | $31K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 531 | $30K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 530 | $30K |
| Avion Wealth | 0.01% | New | 541 | $30K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -87.7% | 515 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -29.5% | 505 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | New | 500 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +413.8% | 447 | $25K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 407 | $23K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 397 | $23K |
| Johnson Financial Group, Inc. | 0.00% | New | 394 | $22K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| Strategic Financial Concepts, LLC | 0.01% | Add +6254.5% | 1,049,258 | $18K |
| Heck Capital Advisors, LLC | 0.00% | Add +1269.6% | 315 | $18K |
| 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% | No change | 271 | $15K |
| TCTC Holdings, LLC | 0.00% | No change | 269 | $15K |
| Planning Capital Management Corp | 0.01% | Add +157.4% | 260 | $15K |
| Lynx Investment Advisory | 0.01% | — | 250 | $14K |
| Mather Group, Llc. | 0.00% | Add +2240.0% | 234 | $14K |
| Glassman Wealth Services | 0.00% | Add +2.3% | 225 | $13K |
| Accordant Advisory Group Inc | 0.01% | No change | 200 | $11K |
| SYM FINANCIAL Corp | 0.00% | Reduce -85.3% | 200 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $11K |
| Godsey & Gibb, Inc. | 0.00% | No change | 155 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 150 | $9K |
| First Community Trust NA | 0.01% | No change | 146 | $8K |
| New Republic Capital, LLC | 0.00% | New | 139 | $8K |
| FMR LLC | 0.00% | Reduce -62.5% | 138 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.8% | 129 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 100 | $6K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.1% | 95 | $5K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 100 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 86 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | — | 80 | $5K |
| City State Bank | 0.00% | New | 75 | $4K |
| RE Dickinson Investment Advisors, LLC | 0.00% | New | 72 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -90.0% | 69 | $4K |
| Abich Financial Wealth Management LLC | 0.00% | New | 60 | $3K |
| Aspect Partners, LLC | 0.00% | Add +66.7% | 50 | $3K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 50 | $3K |
| Creekmur Asset Management LLC | 0.00% | Reduce -97.3% | 50 | $3K |
| DT Investment Partners, LLC | 0.00% | New | 32 | $2K |
| JNBA Financial Advisors | 0.00% | Add +9.5% | 23 | $1K |
| Cypress Capital, LLC | 0.00% | New | 20 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 16 | $907 |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 10 | $567 |
| Semmax Financial Advisors Inc. | 0.00% | Add +20.0% | 6 | $318 |
| Miller Wealth Advisors, LLC | 0.00% | No change | 3 | $170 |
| SWAN Capital LLC | 0.00% | New | 2 | $117 |
| Family Firm, Inc. | 0.00% | New | 2 | $116 |
| Hollencrest Capital Management | 0.00% | New | 2 | $115 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.