JPMorgan Equity Premium IncoJEPIETF
13F holders, Q4 2024 (December 31)1,256holders +149
90new positions
48sold out
6famous investors
$58.48avg. 13F price*
At the end of Q4 2024, 1,256 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 149 from Q3 2024. 90 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($2.4B), Bank of America Corp. ($1.8B) and JPMorgan Chase & Co. ($1.2B). 6 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $119.5M |
| Exits | 48 | $155.0M |
All 13F filers, Q3 2024 → Q4 2024: 21,604,088 shares bought and 8,343,742 shares sold, net +13,260,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,256 holders
| Morgan Stanley | 0.17% | Add +5.3% | 41,514,457 | $2.4B |
| Bank of America Corp. | 0.17% | Add +1.6% | 31,254,116 | $1.8B |
| JPMorgan Chase & Co. | 0.09% | Reduce -7.4% | 20,730,640 | $1.2B |
| Wells Fargo & Company | 0.20% | Add +16.4% | 14,555,046 | $837.4M |
| UBS Group AG | 0.10% | Add +7.6% | 7,668,440 | $441.2M |
| Royal Bank of Canada | 0.09% | Add +10.8% | 7,346,281 | $422.6M |
| Envestnet Asset Management Inc. | 0.13% | Add +7.6% | 6,836,665 | $393.3M |
| Osaic Holdings, Inc. | 0.73% | Add +2.2% | 5,665,544 | $326.1M |
| Raymond James Financial Inc. | 0.12% | — | 5,602,308 | $322.3M |
| HBW Advisory Services LLC | 30.79% | Reduce -4.3% | 521,370 | $300.0M |
| Commonwealth Equity Services, LLC | 0.35% | Add +12.6% | 4,124,862 | $237.3M |
| HighTower Advisors, LLC | 0.29% | Add +3.0% | 3,682,072 | $211.8M |
| Cetera Investment Advisers | 0.44% | Reduce -5.8% | 3,624,250 | $208.5M |
| CIBC Private Wealth Group LLC | 0.36% | Add +0.7% | 3,440,098 | $199.1M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +12.9% | 2,832,139 | $162.9M |
| MML Investors Services, LLC | 0.54% | Add +4.7% | 2,732,984 | $157.2M |
| Janney Montgomery Scott LLC | 0.39% | Reduce -4.2% | 2,459,323 | $141.5M |
| Stifel Financial Corp. | 0.14% | Add +7.8% | 2,251,807 | $129.5M |
| LPL Financial LLC | 0.05% | Add +17.3% | 2,229,146 | $128.2M |
| RiverFront Investment Group, LLC | 2.62% | Add +9.1% | 2,002,917 | $115.2M |
| Cwm, LLC | 0.47% | Add +7.8% | 1,975,605 | $113.7M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +1.2% | 1,970,127 | $113.3M |
| Cornerstone Advisory, LLC | 12.40% | Add +6.8% | 1,844,599 | $109.1M |
| Confluence Wealth Services, Inc. | 6.09% | Add +11.8% | 1,583,959 | $93.7M |
| First Foundation Advisors | 3.46% | Add +10.5% | 1,596,402 | $91.8M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Add +12.3% | 1,579,987 | $90.9M |
| Enstar Group LTD | 30.80% | No change | 1,539,025 | $88.5M |
| Clearstead Advisors, LLC | 1.23% | Add +2.4% | 1,403,738 | $80.8M |
| Rockefeller Capital Management L.P. | 0.20% | Reduce -0.1% | 1,367,035 | $78.6M |
| Requisite Capital Management, LLC | 15.90% | Reduce -7.5% | 1,343,293 | $77.8M |
| Kestra Advisory Services, LLC | 0.42% | Add +21.5% | 1,321,467 | $76.0M |
| FAS Wealth Partners, Inc. | 6.36% | Reduce -6.6% | 1,315,095 | $75.7M |
| Atria Wealth Solutions, Inc. | 0.80% | Add +10.3% | 1,261,157 | $72.7M |
| Baird Financial Group, Inc. | 0.13% | Add +8.8% | 1,213,021 | $69.8M |
| Allworth Financial LP | 0.38% | Add +1.6% | 1,165,502 | $68.6M |
| Franklin Resources Inc. | 0.02% | Add +7.2% | 1,090,177 | $62.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.5% | 1,073,749 | $61.8M |
| Avantax Advisory Services, Inc. | 0.36% | Add +14.0% | 983,014 | $56.6M |
| Eaton Financial Holdings Company, LLC | 21.57% | Add +13.2% | 973,620 | $56.0M |
| Cary Street Partners Financial LLC | 1.74% | — | 930,590 | $53.5M |
| Capital Advisors Inc. | 1.00% | Add +3.8% | 872,169 | $50.2M |
| Jane Street Group, LLC | 0.08% | Add +12441.5% | 840,282 | $48.3M |
| Truist Financial Corp. | 0.07% | Add +16.0% | 818,500 | $47.1M |
| Capital Investment Advisors, LLC | 0.93% | Reduce -5.9% | 796,351 | $45.8M |
| Steward Partners Investment Advisory, LLC | 0.40% | Add +3.0% | 779,879 | $44.9M |
| Apollon Wealth Management, LLC | 1.02% | Add +15.4% | 769,584 | $44.3M |
| Brookstone Capital Management | 0.64% | Add +0.6% | 758,913 | $43.7M |
| Nottingham Advisors, Inc. | 5.37% | Reduce -9.7% | 736,283 | $42.4M |
| Sandy Spring Bank | 1.71% | Add +10.7% | 734,893 | $42.3M |
| Prosperity Consulting Group, LLC | 3.07% | Add +8.8% | 710,119 | $40.9M |
| Focus Partners Wealth | 0.10% | Add +76.0% | 683,608 | $39.4M |
| Pacific Center for Financial Services | 9.90% | Add +1.4% | 668,909 | $38.5M |
| Quadrature Capital Ltd | 0.75% | New | 653,385 | $37.6M |
| Oakworth Capital, Inc. | 2.55% | Add +2.7% | 644,221 | $37.1M |
| Sanctuary Advisors, LLC | 0.23% | Add +2.3% | 625,967 | $37.0M |
| Pinnacle Associates Ltd. | 0.49% | Add +7.5% | 631,256 | $36.3M |
| Teamwork Financial Advisors, LLC | 4.70% | Add +6.7% | 627,187 | $36.1M |
| Lebenthal Global Advisors, LLC | 6.53% | Add +2.2% | 621,186 | $35.7M |
| Kathmere Capital Management, LLC | 3.20% | Add +3.2% | 619,386 | $35.6M |
| Melia Wealth LLC | 18.05% | Add +2.4% | 600,835 | $34.6M |
| CFO4Life Group, LLC | 5.85% | Add +4.3% | 578,253 | $33.3M |
| Magnus Financial Group LLC | 3.20% | Reduce -0.4% | 573,910 | $33.0M |
| HUB Investment Partners, LLC | 1.38% | Add +9.0% | 571,438 | $32.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.7% | 559,482 | $32.2M |
| Rational Advisors, Inc. | 3.20% | Reduce -18.1% | 548,449 | $31.6M |
| Synovus Financial Corp. | 0.39% | Reduce -7.3% | 537,426 | $30.9M |
| &partners | 0.37% | Add +69.1% | 529,547 | $30.7M |
| Stephens Inc. | 0.42% | Add +3.5% | 525,375 | $30.2M |
| Hilton Capital Management, LLC | 2.59% | Add +10733.3% | 520,541 | $29.9M |
| Leverty Financial Group, LLC | 15.04% | Add +1.8% | 513,776 | $29.6M |
| Prime Capital Investment Advisors, LLC | 0.43% | Add +1.4% | 509,105 | $29.3M |
| Aptus Capital Advisors, LLC | 0.35% | Add +10.7% | 502,733 | $29.0M |
| Coastal Bridge Advisors, LLC | 7.27% | Reduce -4.2% | 501,725 | $28.9M |
| Kestra Private Wealth Services, LLC | 0.48% | Add +29.6% | 490,864 | $28.2M |
| Prospera Financial Services Inc | 0.63% | Add +6.0% | 467,001 | $26.9M |
| Horizon Advisory Services, Inc. | 15.35% | Reduce -2.3% | 466,114 | $26.8M |
| Financial Partners Group, Inc | 3.83% | Reduce -3.4% | 456,139 | $26.2M |
| Corrigan Financial, Inc. | 6.00% | Add +0.9% | 455,049 | $26.2M |
| Badgley Phelps Wealth Managers, LLC | 0.61% | Add +2.8% | 449,925 | $26.1M |
| Element Pointe Advisors, LLC | 6.13% | Add +0.8% | 452,960 | $26.1M |
| Mariner, LLC | 0.04% | Add +87.8% | 452,785 | $26.0M |
| Bouchey Financial Group, Ltd. | 2.23% | Add +7.2% | 441,970 | $25.5M |
| J.W. Cole Advisors, Inc. | 1.01% | Add +5.8% | 434,282 | $25.0M |
| Patten & Patten Inc. | 1.62% | Add +2.0% | 425,304 | $24.5M |
| Fsa Wealth Partners, Inc. | 5.59% | Reduce -0.8% | 413,895 | $23.8M |
| MAI Capital Management | 0.17% | Add +198.1% | 407,033 | $23.4M |
| Principal Securities, Inc. | 0.51% | Add +18.6% | 397,336 | $22.9M |
| Integrated Wealth Concepts LLC | 0.27% | Add +1.6% | 397,097 | $22.8M |
| SK Wealth Management, LLC | 11.60% | Add +1.4% | 396,113 | $22.8M |
| Beacon Pointe Advisors, LLC | 0.25% | Add +6.7% | 394,496 | $22.7M |
| Bokf, NA | 0.37% | Add +18.1% | 380,212 | $21.7M |
| Graypoint LLC | 1.29% | Reduce -1.3% | 370,985 | $21.3M |
| TigerOak Management, L.L.C. | 7.74% | — | 368,020 | $21.2M |
| Thoroughbred Financial Services, LLC | 1.28% | Add +1.5% | 363,203 | $20.9M |
| Childress Capital Advisors, LLC | 5.71% | Add +3.5% | 355,986 | $20.5M |
| Integrated Advisors Network LLC | 0.96% | Add +29.8% | 348,801 | $20.1M |
| Steele Capital Management, Inc. | 1.04% | Add +3.8% | 344,275 | $19.9M |
| Avantax Planning Partners, Inc. | 0.71% | Add +1.9% | 344,053 | $19.8M |
| Wagner Wealth Management, LLC | 5.10% | Add +5.7% | 343,408 | $19.8M |
| B. Riley Wealth Advisors, Inc. | 0.65% | Reduce -6.5% | 340,393 | $19.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.83% | Add +2.7% | 340,344 | $19.6M |
| Advance Capital Management, Inc. | 0.90% | Add +1.4% | 340,239 | $19.6M |
| Stratos Investment Management, LLC | 1.18% | Add +8.9% | 339,826 | $19.6M |
| Mgo One Seven LLC | 0.75% | Add +38.3% | 339,743 | $19.5M |
| Mechanics Bank Trust Department | 2.58% | Add +3.0% | 336,755 | $19.4M |
| Comerica Bank | 0.08% | Reduce -2.4% | 333,028 | $19.2M |
| Beacon Financial Advisory LLC | 6.13% | Add +4.8% | 327,645 | $18.8M |
| Cooper Financial Group | 2.25% | Reduce -8.4% | 324,502 | $18.7M |
| Tradition Wealth Management, LLC | 1.63% | Add +8.9% | 321,819 | $18.5M |
| DAVENPORT & Co LLC | 0.11% | Add +22.5% | 314,671 | $18.1M |
| Marquette Asset Management, LLC | 2.87% | Add +2.5% | 305,421 | $17.6M |
| Global Wealth Management Investment Advisory, Inc. | 3.59% | Add +5.1% | 302,460 | $17.4M |
| Ergawealth Advisors, Inc. | 8.47% | Reduce -2.9% | 297,876 | $17.1M |
| HTLF Bank | 1.93% | Reduce -1.4% | 296,603 | $17.1M |
| Foundations Investment Advisors, LLC | 0.32% | Add +2.4% | 289,047 | $16.6M |
| MADDEN SECURITIES Corp | 6.63% | Add +3.6% | 288,117 | $16.6M |
| St. Clair Advisors, LLC | 4.75% | Add +1.8% | 287,491 | $16.5M |
| Foguth Wealth Management, LLC. | 4.31% | Add +39.6% | 278,633 | $16.5M |
| Lee Johnson Capital Management, LLC | 8.65% | Add +10.9% | 284,845 | $16.4M |
| Iron Horse Wealth Management, LLC | 5.49% | Add +5.7% | 284,596 | $16.4M |
| Cornerstone Enterprises, LLC | 9.69% | New | 280,451 | $16.1M |
| Financial Counselors Inc. | 0.23% | Add +24.5% | 279,186 | $16.1M |
| Cresset Asset Management, LLC | 0.08% | Reduce -1.2% | 276,326 | $16.0M |
| EP Wealth Advisors, LLC | 0.13% | Add +5.2% | 274,694 | $15.8M |
| Investment Advisory Services Inc. /TX | 5.56% | Add +9.2% | 273,992 | $15.8M |
| Fagan Associates, Inc. | 2.47% | Add +21.5% | 270,270 | $15.5M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +68.2% | 269,650 | $15.5M |
| Orion Portfolio Solutions, LLC | 0.15% | Add +68.2% | 269,650 | $15.5M |
| Ocean Park Asset Management, LLC | 0.53% | Reduce -8.1% | 269,194 | $15.5M |
| Jaffetilchin Investment Partners, LLC | 1.11% | Add +5.0% | 267,177 | $15.4M |
| Waverly Advisors, LLC | 0.23% | Add +6.0% | 263,307 | $15.1M |
| Potomac Fund Management Inc. | 0.88% | — | 261,188 | $15.0M |
| Fragasso Financial Advisors Inc | 1.14% | Reduce -17.2% | 259,661 | $14.9M |
| Appleton Partners Inc. | 1.07% | Add +4.9% | 252,120 | $14.5M |
| NewEdge Advisors, LLC | 0.09% | Add +8.3% | 251,457 | $14.5M |
| PFG Advisors | 0.88% | Add +6.7% | 250,747 | $14.4M |
| Rooted Wealth Advisors, Inc. | 5.59% | Add +5.5% | 248,038 | $14.3M |
| 1 North Wealth Services LLC | 6.00% | — | 246,403 | $14.2M |
| Curran Financial Partners, LLC | 3.71% | Add +9.4% | 245,554 | $14.1M |
| Visionary Wealth Advisors | 0.83% | Add +8.2% | 245,382 | $14.1M |
| Advisory Services Network, LLC | 0.26% | Reduce -1.0% | 242,532 | $14.0M |
| Wealth Advisors of Iowa, LLC | 7.03% | Add +4.2% | 242,254 | $13.9M |
| Trinity Legacy Partners, LLC | 3.58% | Add +1.0% | 241,753 | $13.9M |
| Signal Advisors Wealth, LLC | 1.55% | Add +17.6% | 236,772 | $13.7M |
| Rezny Wealth Management, Inc. | 3.35% | Add +1.8% | 237,466 | $13.7M |
| Mosley Wealth Management | 8.40% | Add +2.9% | 230,152 | $13.6M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -4.3% | 235,052 | $13.5M |
| Wealthcare Advisory Partners LLC | 0.37% | Add +4.9% | 234,438 | $13.5M |
| Wick Capital Partners, LLC | 3.98% | Add +15.8% | 234,319 | $13.5M |
| Geneos Wealth Management Inc. | 0.47% | Add +1.1% | 233,664 | $13.4M |
| Guardian Wealth Advisors, LLC / NC | 1.06% | Add +6.6% | 230,066 | $13.2M |
| Sfmg, LLC | 1.03% | Add +2.7% | 226,778 | $13.0M |
| Beta Wealth Group, Inc. | 5.77% | Add +2.9% | 226,642 | $13.0M |
| CreativeOne Wealth, LLC | 0.40% | Add +7.3% | 226,142 | $13.0M |
| Stonebridge Financial Group, LLC | 1.43% | — | 226,134 | $13.0M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +33.9% | 225,877 | $13.0M |
| Chicago Partners Investment Group LLC | 0.43% | Add +4176.3% | 223,862 | $13.0M |
| U.S. Capital Wealth Advisors, LLC | 0.40% | Reduce -24.2% | 222,523 | $12.8M |
| Curtis Advisory Group, LLC | 3.37% | Add +5.6% | 221,539 | $12.7M |
| Captrust Financial Advisors | 0.04% | Add +2.0% | 221,032 | $12.7M |
| Kingsview Wealth Management, LLC | 0.24% | Add +11.8% | 217,996 | $12.5M |
| Centurion Wealth Management LLC | 3.91% | Reduce -7.3% | 217,116 | $12.5M |
| WNY Asset Management, LLC | 1.54% | Reduce -26.8% | 216,206 | $12.4M |
| SBI Securities Co., Ltd. | 0.38% | — | 215,439 | $12.4M |
| AE Wealth Management LLC | 0.10% | Reduce -6.3% | 214,764 | $12.4M |
| Sigma Planning Corp | 0.39% | Reduce -21.7% | 213,102 | $12.3M |
| International Assets Investment Management, LLC | 1.02% | New | 212,990 | $12.2M |
| Wedbush Securities Inc. | 0.43% | Add +9.1% | 208,285 | $12.0M |
| F/m Investments LLC | 0.44% | Add +1289.5% | 205,580 | $11.8M |
| CVA Family Office, LLC | 1.87% | Add +6.1% | 204,905 | $11.8M |
| Bessemer Group Inc. | 0.02% | New | 204,722 | $11.8M |
| Allen Capital Group, LLC | 1.44% | Add +6.0% | 203,870 | $11.7M |
| Ellis Investment Partners, LLC | 2.30% | Add +12.5% | 203,192 | $11.7M |
| NWF Advisory Services Inc. | 1.71% | Add +1.9% | 201,360 | $11.7M |
| First National Advisers, LLC | 1.87% | Reduce -2.5% | 201,326 | $11.6M |
| Mountain Capital Investment Advisors Inc. | 2.39% | Add +21.2% | 197,288 | $11.5M |
| Citigroup Inc. | 0.01% | Add +35.4% | 200,108 | $11.5M |
| Security National Bank | 1.63% | Add +77.5% | 197,955 | $11.4M |
| Argent Trust Co | 0.46% | Add +1.2% | 197,803 | $11.4M |
| Sandbox Financial Partners, LLC | 3.77% | Add +4.0% | 196,643 | $11.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.66% | Reduce -0.1% | 194,776 | $11.2M |
| Financial Guidance Group, Inc. | 6.12% | Reduce -0.8% | 194,176 | $11.2M |
| Cassia Capital Partners, LLC | 7.00% | Add +0.2% | 190,814 | $11.0M |
| Orrstown Financial Services Inc. | 2.93% | Add +38.2% | 189,994 | $10.9M |
| Financial Futures Ltd Liability Co. | 6.15% | Add +40.9% | 188,273 | $10.8M |
| Merit Financial Group, LLC | 0.19% | Add +2384.1% | 187,898 | $10.8M |
| Columbus Macro, LLC | 1.47% | Add +1554.6% | 184,540 | $10.6M |
| Armor Investment Advisors, LLC | 4.36% | Add +8.4% | 184,336 | $10.6M |
| D.A. Davidson & Co. | 0.09% | Add +15.4% | 184,278 | $10.6M |
| Sterling Investment Counsel, LLC | 6.98% | Reduce -47.7% | 183,554 | $10.6M |
| Capital Analysts, LLC | 0.42% | Add +1.5% | 182,963 | $10.5M |
| Krilogy Financial LLC | 0.70% | Add +21.6% | 182,504 | $10.5M |
| Signature Wealth Management Partners, LLC | 7.21% | Add +6.7% | 182,461 | $10.5M |
| Fermata Advisors, LLC | 1.95% | Add +141.8% | 181,882 | $10.5M |
| Retirement Guys Formula LLC | 5.23% | Add +9.0% | 180,234 | $10.4M |
| Northeast Financial Group, Inc. | 3.95% | Reduce -2.5% | 179,617 | $10.3M |
| Rothschild Investment LLC | 0.68% | Add +4.8% | 179,134 | $10.3M |
| Independent Financial Group, LLC | 0.34% | Reduce -5.0% | 178,913 | $10.3M |
| World Investment Advisors | 0.28% | Add +25.8% | 176,973 | $10.2M |
| Bouvel Investment Partners, LLC | 3.66% | Reduce -1.2% | 176,686 | $10.2M |
| VeraBank, N.A. | 2.86% | Reduce -9.6% | 176,417 | $10.1M |
| High Net Worth Advisory Group LLC | 2.83% | Add +4.8% | 176,139 | $10.1M |
| Axxcess Wealth Management, LLC | 0.25% | Add +9.5% | 175,047 | $10.1M |
| Harbour Investments, Inc. | 0.29% | Add +10.9% | 174,646 | $10.0M |
| Bernardo Wealth Planning LLC | 2.39% | Add +0.1% | 175,000 | $10.0M |
| Wealthfront Advisers LLC | 0.03% | Add +16.8% | 173,129 | $10.0M |
| Dynamic Advisor Solutions LLC | 0.43% | Reduce -7.2% | 171,610 | $9.9M |
| IVC Wealth Advisors LLC | 5.42% | Add +5.2% | 168,421 | $9.7M |
| Mayfair Advisory Group, LLC | 5.68% | Add +9.7% | 167,516 | $9.6M |
| CENTRAL TRUST Co | 0.24% | Add +16.5% | 167,092 | $9.6M |
| Oppenheimer & Co. Inc. | 0.14% | Add +7.3% | 165,832 | $9.5M |
| Country Club Bank | 0.63% | Reduce -4.4% | 163,581 | $9.5M |
| ADG Wealth Management Group, LLC | 8.33% | — | 163,039 | $9.4M |
| Power Wealth Management LLC | 3.89% | Add +5.7% | 161,914 | $9.3M |
| Daymark Wealth Partners, LLC | 0.39% | Reduce -40.3% | 161,395 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +8.8% | 156,056 | $9.3M |
| Atria Investments, Inc | 0.12% | Add +112.1% | 160,775 | $9.2M |
| Selective Wealth Management, Inc. | 3.74% | Add +0.6% | 160,274 | $9.2M |
| Advisory Resource Group | 1.95% | Reduce -17.2% | 159,566 | $9.2M |
| OneDigital Investment Advisors LLC | 0.11% | Add +13.6% | 159,543 | $9.2M |
| Community Bank, N.A. | 1.18% | Add +0.2% | 159,319 | $9.2M |
| Cambridge Advisors Inc. | 2.03% | Add +14.3% | 157,796 | $9.1M |
| Regal Investment Advisors LLC | 0.68% | Add +14.0% | 157,685 | $9.1M |
| Baker Avenue Asset Management, LP | 0.27% | Add +2.7% | 154,407 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -3.3% | 154,303 | $8.9M |
| Patriot Financial Group Insurance Agency, LLC | 1.19% | Add +2.7% | 157,661 | $8.9M |
| Hedeker Wealth, LLC | 2.19% | Add +0.4% | 152,652 | $8.8M |
| Pinnacle Financial Partners Inc | 0.18% | Add +51.3% | 151,328 | $8.7M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +1399.8% | 150,161 | $8.6M |
| Wealthspire Retirement, LLC | 0.68% | Add +8.6% | 148,803 | $8.6M |
| Turn8 Private Wealth Inc. | 6.10% | — | 150,014 | $8.6M |
| Creative Planning | 0.01% | Add +6.8% | 148,387 | $8.5M |
| Ritter Daniher Financial Advisory LLC / DE | 2.40% | Add +2.4% | 147,788 | $8.5M |
| Resonant Capital Advisors, LLC | 0.62% | Add +4.4% | 145,666 | $8.4M |
| Legacy Private Trust Co. | 0.55% | Add +3.0% | 146,440 | $8.4M |
| Ameritas Advisory Services, LLC | 0.29% | Add +18.9% | 145,666 | $8.4M |
| New England Private Wealth Advisors LLC | 1.32% | Add +2.4% | 145,266 | $8.4M |
| StrongBox Wealth, LLC | 3.53% | Reduce -1.3% | 144,924 | $8.3M |
| Cadence Bank | 0.56% | Add +47.0% | 143,417 | $8.3M |
| StoneX Group Inc. | 0.45% | Add +1036.0% | 143,111 | $8.2M |
| Cascade Wealth Advisors, Inc | 5.51% | Add +15.3% | 141,551 | $8.1M |
| 49 Wealth Management, LLC | 1.15% | Reduce -22.5% | 140,357 | $8.1M |
| Nations Financial Group Inc, /Ia/ | 0.59% | Add +1.3% | 140,111 | $8.1M |
| Brady Martz Wealth Solutions, LLC | 1.93% | — | 139,169 | $8.0M |
| IFP Advisors, Inc | 0.26% | Reduce -0.3% | 136,398 | $7.8M |
| NorthCoast Asset Management LLC | 0.04% | Add +0.2% | 134,660 | $7.7M |
| Koshinski Asset Management, Inc. | 0.66% | Reduce -0.6% | 133,742 | $7.7M |
| Blair William & Co. | 0.02% | Add +24.3% | 133,293 | $7.7M |
| Cerity Partners LLC | 0.02% | Add +6.7% | 132,331 | $7.6M |
| Atlantic Union Bankshares Corp | 0.44% | Reduce -3.1% | 132,070 | $7.6M |
| Crescent Grove Advisors, LLC | 0.75% | Add +388.8% | 131,108 | $7.6M |
| Eastern Bank | 0.14% | Reduce -7.0% | 131,651 | $7.6M |
| Eagle Bluffs Wealth Management LLC | 4.06% | Reduce -10.6% | 130,484 | $7.6M |
| Masso Torrence Wealth Management Inc. | 3.97% | Add +5.1% | 131,305 | $7.6M |
| Snowden Capital Advisors LLC | 0.24% | Add +6.5% | 129,967 | $7.5M |
| Edgemoor Investment Advisors, Inc. | 0.66% | Add +9.3% | 130,101 | $7.5M |
| Verity Asset Management, Inc. | 4.17% | Reduce -1.0% | 163,630 | $7.4M |
| Retirement Financial Solutions, LLC | 3.95% | Reduce -10.8% | 127,182 | $7.3M |
| Bridgewealth Advisory Group, LLC | 2.06% | Reduce -10.0% | 122,756 | $7.3M |
| Fairway Wealth LLC | 3.27% | Reduce -1.9% | 126,290 | $7.3M |
| Choreo, LLC | 0.10% | Add +436.0% | 124,645 | $7.2M |
| NCM Capital Management, LLC | 3.25% | Add +5.3% | 125,241 | $7.2M |
| SeaCrest Wealth Management, LLC | 0.76% | Add +18.1% | 125,121 | $7.2M |
| Retirement Planning Group, LLC / NY | 7.89% | — | 124,291 | $7.2M |
| Lake Street Private Wealth, LLC | 1.15% | Add +0.4% | 124,446 | $7.2M |
| Sagespring Wealth Partners, LLC | 0.19% | — | 122,128 | $7.0M |
| Mutual Advisors, LLC | 0.20% | Add +9.5% | 120,358 | $7.0M |
| Walkner Condon Financial Advisors LLC | 1.42% | Add +5.3% | 121,565 | $7.0M |
| Aprio Wealth Management, LLC | 1.02% | Add +10.0% | 121,086 | $7.0M |
| Vicus Capital | 0.62% | Add +27.8% | 120,963 | $7.0M |
| EverSource Wealth Advisors, LLC | 0.39% | Add +10.7% | 120,930 | $7.0M |
| GAMMA Investing LLC | 0.59% | Add +46.6% | 120,631 | $6.9M |
| Hunter Associates Investment Management LLC | 1.05% | Add +9.5% | 119,942 | $6.9M |
| Spire Wealth Management | 0.21% | Add +5.6% | 119,674 | $6.9M |
| Channel Wealth LLC | 2.24% | Add +14.8% | 119,645 | $6.9M |
| Advisor OS, LLC | 0.79% | Add +17.9% | 118,728 | $6.8M |
| Forefront Wealth Management Inc. | 6.27% | — | 118,236 | $6.8M |
| Evergreen Wealth Management, LLC | 3.98% | Reduce -5.0% | 117,081 | $6.7M |
| Grant/GrossMendelsohn, LLC | 3.51% | Reduce -2.3% | 115,951 | $6.7M |
| Cobblestone Asset Management LLC | 4.36% | Reduce -23.4% | 116,226 | $6.7M |
| Intrepid Financial Planning Group LLC | 2.82% | Add +140.5% | 116,018 | $6.7M |
| MJP Associates Inc. | 1.20% | Add +14.9% | 115,703 | $6.7M |
| MIdWestOne Financial Group, Inc. | 0.93% | Add +5.0% | 115,572 | $6.6M |
| Marshall Financial Group, LLC | 1.60% | Add +2.2% | 114,575 | $6.6M |
| Destiny Wealth Partners, LLC | 1.08% | Add +5.0% | 114,399 | $6.6M |
| AdvisorNet Financial, Inc | 0.55% | Add +33.3% | 114,094 | $6.6M |
| Financial Alternatives, Inc | 4.57% | Add +2.9% | 112,635 | $6.5M |
| Principle Wealth Partners LLC | 0.45% | Add +1.6% | 112,396 | $6.5M |
| Aventura Private Wealth, LLC | 3.48% | — | 112,204 | $6.5M |
| Cibc World Market Inc. | 0.01% | Add +2.1% | 111,920 | $6.4M |
| Garden State Investment Advisory Services LLC | 1.95% | Add +7.8% | 109,690 | $6.3M |
| Global Assets Advisory, LLC | 3.50% | Add +2.0% | 110,187 | $6.3M |
| Lowe Wealth Advisors, LLC | 2.70% | Add +8.7% | 109,975 | $6.3M |
| NewEdge Wealth, LLC | 0.11% | Add +1.3% | 109,964 | $6.3M |
| Delta Investment Management, LLC | 1.22% | Add +12.7% | 109,200 | $6.3M |
| SMART Wealth LLC | 2.22% | Add +26.4% | 108,434 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.46% | Reduce -1.8% | 106,788 | $6.1M |
| Belpointe Asset Management LLC | 0.37% | Add +1.4% | 104,309 | $6.1M |
| Citadel Advisors | 0.01% | Reduce -51.7% | 106,102 | $6.1M |
| KMG Fiduciary Partners, LLC | 0.50% | Reduce -0.6% | 105,527 | $6.1M |
| Larson Financial Group LLC | 0.31% | Add +15.5% | 105,499 | $6.1M |
| MBA Advisors LLC | 3.06% | Add +3.0% | 104,814 | $6.0M |
| Evermay Wealth Management LLC | 0.91% | Reduce -2.0% | 104,244 | $6.0M |
| TrinityPoint Wealth, LLC | 0.84% | Add +3.5% | 104,380 | $6.0M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +85.2% | 104,301 | $6.0M |
| Sowell Financial Services LLC | 0.31% | Reduce -25.9% | 103,730 | $6.0M |
| Vivid Wealth Management, LLC | 3.01% | Add +2.5% | 103,517 | $6.0M |
| Stratos Wealth Advisors, LLC | 0.29% | Reduce -2.1% | 103,441 | $6.0M |
| Thomasville National Bank | 0.43% | Add +6.4% | 102,844 | $5.9M |
| Perissos Private Wealth Management, LLC | 4.39% | Add +9.3% | 102,156 | $5.9M |
| Essex Financial Services, Inc. | 0.41% | Add +6.3% | 101,837 | $5.9M |
| Moors & Cabot, Inc. | 0.28% | Reduce -3.7% | 101,790 | $5.9M |
| Executive Wealth Management, LLC | 0.46% | Add +1.6% | 101,656 | $5.8M |
| Montis Financial, LLC | 1.80% | Add +7.9% | 101,284 | $5.8M |
| Kennedy Investment Group, Inc. | 2.64% | Add +3.6% | 101,235 | $5.8M |
| PFG Investments, LLC | 0.36% | Add +8.8% | 100,831 | $5.8M |
| Vienna Asset Management LLC | 3.91% | Add +5.4% | 100,376 | $5.8M |
| Members Advisory Group LLC | 2.35% | Add +10.5% | 99,363 | $5.7M |
| Sterling Investment Advisors, Ltd. | 1.38% | Add +9.1% | 99,191 | $5.7M |
| Capital Advisors Wealth Management, LLC | 1.01% | Add +0.8% | 98,182 | $5.6M |
| Southeast Asset Advisors, LLC | 0.69% | Add +10.0% | 98,063 | $5.6M |
| Strategic Blueprint, LLC | 0.34% | Add +24.0% | 97,957 | $5.6M |
| Strategic Wealth Partners, Ltd. | 0.46% | Add +10.6% | 94,026 | $5.6M |
| Modern Wealth Management, LLC | 0.21% | New | 96,531 | $5.6M |
| Capital Investment Advisory Services, LLC | 0.53% | Add +16.2% | 95,923 | $5.5M |
| FRG Family Wealth Advisors LLC | 1.00% | Add +9.1% | 95,387 | $5.5M |
| Waterloo Capital, L.P. | 0.58% | Reduce -8.4% | 94,894 | $5.5M |
| Cahill Financial Advisors Inc. | 0.74% | Add +14.1% | 94,685 | $5.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.58% | Reduce -35.3% | 94,627 | $5.4M |
| Apexium Financial, LP | 0.33% | Add +141.1% | 94,019 | $5.4M |
| Kingstone Capital Partners Texas, LLC | 4.40% | — | 94,191 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +28.0% | 92,691 | $5.3M |
| Western Wealth Management, LLC | 0.28% | Reduce -1.1% | 92,435 | $5.3M |
| Lionsbridge Wealth Management LLC | 4.46% | Add +48.6% | 92,378 | $5.3M |
| Traynor Capital Management, Inc. | 0.41% | Add +4.1% | 91,343 | $5.3M |
| Bleakley Financial Group, LLC | 0.16% | Add +10.1% | 91,114 | $5.2M |
| J2 Capital Management Inc | 4.84% | — | 89,574 | $5.2M |
| New York Life Investment Management LLC | 0.05% | Reduce -61.8% | 89,280 | $5.1M |
| Harbor Investment Advisory, LLC | 0.48% | Add +10.6% | 88,623 | $5.1M |
| Sulzberger Capital Advisors, Inc. | 5.81% | — | 88,523 | $5.1M |
| Intrua Financial, LLC | 0.82% | Add +14.7% | 88,040 | $5.1M |
| American Trust | 0.38% | New | 87,298 | $5.0M |
| Caerus Investment Advisors, LLC | 4.72% | Add +46.9% | 87,216 | $5.0M |
| Milestone Asset Management, LLC | 1.10% | Add +7.5% | 86,955 | $5.0M |
| Continuum Advisory, LLC | 0.64% | Add +9.0% | 86,778 | $5.0M |
| Sierra Ocean, LLC | 4.06% | — | 86,527 | $5.0M |
| Benjamin Edwards Inc. | 0.07% | Add +75.6% | 86,466 | $5.0M |
| Assetmark, Inc. | 0.01% | Add +23.5% | 85,513 | $4.9M |
| Investment Partners Asset Management, Inc. | 3.84% | Add +1.6% | 85,148 | $4.9M |
| Focused Wealth Management, Inc | 0.66% | Add +14.6% | 84,426 | $4.9M |
| Greater Midwest Financial Group, LLC | 3.04% | Add +20.3% | 83,552 | $4.8M |
| Procyon Advisors, LLC | 0.31% | Reduce -13.5% | 83,534 | $4.8M |
| Herbst Group, LLC | 2.98% | Add +64.1% | 83,059 | $4.8M |
| Centaurus Financial, Inc. | 0.29% | Add +5.9% | 83,031 | $4.8M |
| Courier Capital LLC | 0.33% | Add +595.5% | 82,512 | $4.7M |
| Integral Investment Advisors, Inc. | 1.54% | Reduce -2.8% | 82,451 | $4.7M |
| Summit Financial Wealth Advisors, LLC | 0.93% | Add +13.1% | 80,829 | $4.7M |
| Archer Investment Corp | 1.25% | Add +27.2% | 81,565 | $4.7M |
| Community Financial Services Group, LLC | 0.92% | Add +24.4% | 80,754 | $4.6M |
| Penney Financial, LLC | 3.10% | Add +2.0% | 80,392 | $4.6M |
| O'ROURKE & COMPANY, Inc | 2.24% | Add +4.4% | 79,449 | $4.6M |
| NFSG Corp | 1.17% | Add +5.2% | 78,960 | $4.5M |
| American Alpha Advisors, LLC | 4.07% | Add +1.8% | 77,841 | $4.5M |
| Princeton Global Asset Management LLC | 0.84% | Reduce -2.0% | 77,840 | $4.5M |
| Joseph P. Lucia & Associates, LLC | 1.99% | Add +7.2% | 77,731 | $4.5M |
| TBH Global Asset Management, LLC | 1.06% | Reduce -18.8% | 77,118 | $4.5M |
| Next Level Private LLC | 1.80% | Add +10.9% | 77,399 | $4.5M |
| Capstone Wealth Management Group LLC | 3.38% | — | 77,387 | $4.5M |
| Gries Financial LLC | 0.79% | Add +49.9% | 76,860 | $4.4M |
| Cornerstone Wealth Group, LLC | 0.36% | Add +1.8% | 76,422 | $4.4M |
| Arete Wealth Advisors, LLC | 0.32% | Add +3.4% | 76,170 | $4.4M |
| Stelac Advisory Services LLC | 1.70% | No change | 75,302 | $4.4M |
| Lowery Thomas, LLC | 2.83% | Add +8.1% | 75,411 | $4.3M |
| Transce3nd, LLC | 1.47% | — | 75,224 | $4.3M |
| Essential Planning, LLC. | 0.03% | New | 72,855 | $4.3M |
| Smartleaf Asset Management LLC | 0.44% | Reduce -15.1% | 74,621 | $4.3M |
| Park Avenue Securities LLC | 0.04% | Add +147.6% | 75,073 | $4.3M |
| Heritage Trust Co | 0.51% | — | 74,789 | $4.3M |
| Madrona Financial Services, LLC | 1.15% | Reduce -47.0% | 73,408 | $4.2M |
| Summit Wealth Partners, LLC | 0.87% | Reduce -3.0% | 73,350 | $4.2M |
| Silverlake Wealth Management LLC | 1.62% | Add +0.3% | 72,746 | $4.2M |
| Allred Capital Management, LLC | 1.61% | Reduce -0.2% | 72,354 | $4.2M |
| N.E.W. Advisory Services LLC | 0.39% | Add +4.5% | 72,112 | $4.1M |
| Meadow Creek Wealth Advisors LLC | 2.98% | Add +2.7% | 72,068 | $4.1M |
| Merkkuri Wealth Advisors LLC | 3.28% | Add +8.7% | 72,021 | $4.1M |
| Exchange Traded Concepts, LLC | 0.08% | Reduce -10.1% | 71,454 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +6.6% | 70,457 | $4.1M |
| Avior Wealth Management, LLC | 0.15% | Add +3.3% | 70,658 | $4.1M |
| Trajan Wealth LLC | 0.22% | Reduce -1.3% | 70,592 | $4.1M |
| Flagstar Securities, Inc. | 1.01% | Add +42.1% | 70,035 | $4.1M |
| Means Investment Co., Inc. | 0.42% | Add +4.2% | 69,944 | $4.0M |
| Fifth Third Securities, Inc. | 0.34% | Add +23.0% | 69,852 | $4.0M |
| Worth Financial Advisory Group, LLC | 2.47% | Reduce -1.3% | 69,748 | $4.0M |
| Gotham Asset Management | 0.04% | Add +23.9% | 69,506 | $4.0M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -0.6% | 68,450 | $4.0M |
| Hilltop Holdings Inc. | 0.25% | Reduce -4.4% | 69,182 | $4.0M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Add +8.0% | 68,628 | $4.0M |
| Whalen Wealth Management Inc. | 2.73% | Reduce -0.6% | 68,529 | $3.9M |
| Renaissance Technologies | 0.01% | Reduce -36.5% | 68,500 | $3.9M |
| Goldstone Financial Group, LLC | 0.62% | Add +6.8% | 68,388 | $3.9M |
| Weinberger Asset Management, Inc | 1.64% | Add +5.8% | 68,337 | $3.9M |
| StoneCrest Wealth Management, Inc. | 2.55% | Add +5.8% | 68,019 | $3.9M |
| Ascentis Independent Advisors | 0.75% | Add +8.6% | 67,914 | $3.9M |
| RDA Financial Network | 1.14% | Add +1.2% | 67,843 | $3.9M |
| Investment Planning Advisors, Inc. | 1.70% | Add +1.0% | 67,586 | $3.9M |
| Snider Financial Group | 1.20% | Add +0.3% | 67,213 | $3.9M |
| AQR Capital Management | 0.00% | Add +464.4% | 66,171 | $3.8M |
| CAP Partners, LLC | 2.67% | Add +21.4% | 65,722 | $3.8M |
| Fairway Financial, LLC | 3.40% | — | 64,683 | $3.7M |
| Walter & Keenan Wealth Management LLC /in/ | 1.12% | Add +30.1% | 64,666 | $3.7M |
| Clark Wealth Partners | 2.88% | — | 64,592 | $3.7M |
| Smith, Moore & Co. | 0.34% | Add +2.5% | 64,053 | $3.7M |
| SevenBridge Financial Group, LLC | 0.69% | Reduce -14.7% | 61,825 | $3.7M |
| Greenwich Wealth Management LLC | 0.26% | Add +29.1% | 63,409 | $3.6M |
| Lifestyle Asset Management, Inc. | 1.98% | Add +3.4% | 63,292 | $3.6M |
| Evolution Wealth Advisors, LLC | 0.61% | Add +15.8% | 63,168 | $3.6M |
| SlateStone Wealth, LLC | 0.35% | Add +0.1% | 62,762 | $3.6M |
| 4WEALTH Advisors, Inc. | 3.68% | — | 62,551 | $3.6M |
| FourThought Financial Partners, LLC | 0.37% | Add +0.1% | 62,386 | $3.6M |
| AIFG Consultants Ltd. | 5.82% | Reduce -64.9% | 61,996 | $3.6M |
| Ignite Planners, LLC | 0.78% | Add +0.5% | 61,487 | $3.6M |
| Interchange Capital Partners, LLC | 1.29% | Reduce -2.6% | 61,924 | $3.6M |
| D'Orazio & Associates, Inc. | 0.52% | Reduce -1.5% | 61,708 | $3.6M |
| Weil Company, Inc. | 1.23% | Add +33.9% | 61,629 | $3.5M |
| Jefferies Financial Group Inc. | 0.04% | Add +1.4% | 61,414 | $3.5M |
| Cordgrass Capital Advisors, LLC | 1.02% | Reduce -0.8% | 61,119 | $3.5M |
| Rockport Wealth LLC | 1.54% | Add +20.0% | 59,223 | $3.5M |
| Napatree Capital LLC | 2.01% | Add +16.2% | 59,453 | $3.4M |
| Money Concepts Capital Corp. | 0.25% | Add +7.0% | 59,380 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +78.1% | 59,278 | $3.4M |
| Semus Wealth Partners LLC | 2.26% | Add +9.6% | 59,260 | $3.4M |
| West Michigan Advisors, LLC | 1.02% | Reduce -0.2% | 58,403 | $3.4M |
| Coppell Advisory Solutions LLC | 0.47% | Add +9.8% | 58,267 | $3.4M |
| Ehrlich Financial Group | 2.35% | Reduce -3.6% | 57,513 | $3.3M |
| RFG Advisory, LLC | 0.09% | Add +10.3% | 57,448 | $3.3M |
| Shepherd Kaplan Krochuk, LLC | 2.75% | Add +22.2% | 57,270 | $3.3M |
| Claro Advisors Inc. | 0.45% | Add +7.9% | 57,195 | $3.3M |
| Prudential PLC | 0.02% | Reduce -11.3% | 56,400 | $3.2M |
| Clarity Wealth Advisors, LLC | 0.87% | Add +0.7% | 55,688 | $3.2M |
| RPg Family Wealth Advisory, LLC | 1.13% | Add +4.4% | 55,301 | $3.2M |
| Sovran Advisors, LLC | 0.46% | — | 55,642 | $3.2M |
| Insigneo Advisory Services, LLC | 0.33% | Reduce -31.5% | 55,589 | $3.2M |
| Bristlecone Advisors, LLC | 0.25% | Reduce -2.1% | 55,338 | $3.2M |
| Silver Oak Securities, Incorporated | 0.30% | Add +12.1% | 54,808 | $3.2M |
| Monterey Private Wealth, Inc. | 1.05% | Add +56.4% | 55,193 | $3.2M |
| Bay Capital Advisors, LLC | 2.53% | — | 54,723 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +12.8% | 54,396 | $3.1M |
| TD Waterhouse Canada Inc. | 0.03% | Add +92.8% | 53,856 | $3.1M |
| Focus Financial Network, Inc. | 0.12% | Add +36.8% | 53,476 | $3.1M |
| Thrive Capital Management, LLC | 1.42% | Add +66.9% | 53,663 | $3.1M |
| Bellevue Asset Management, LLC | 1.59% | Add +1.5% | 53,553 | $3.1M |
| Retirement Planning Group, LLC | 0.15% | Add +15.2% | 53,533 | $3.1M |
| TrueWealth Advisors, LLC | 1.02% | Reduce -7.6% | 53,194 | $3.1M |
| Herold Advisors, Inc. | 0.66% | Add +2.3% | 52,946 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.22% | Reduce -1.5% | 51,890 | $3.0M |
| Planning Directions Inc. | 1.73% | Add +27.9% | 51,693 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.93% | Add +0.4% | 51,249 | $2.9M |
| Panoramic Investment Advisors, LLC | 1.89% | Add +4.3% | 50,473 | $2.9M |
| Patten Group, Inc. | 0.64% | Add +12.4% | 50,311 | $2.9M |
| Onyx Bridge Wealth Group LLC | 0.42% | Add +12.0% | 50,234 | $2.9M |
| Register Financial Advisors LLC | 1.45% | Add +4.8% | 50,260 | $2.9M |
| Fortress Financial Solutions, LLC | 4.09% | — | 49,899 | $2.9M |
| SkyOak Wealth, LLC | 0.61% | Add +21.1% | 49,776 | $2.9M |
| Redmond Asset Management, LLC | 0.70% | Add +0.5% | 49,001 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +6.3% | 48,645 | $2.8M |
| Avestar Capital, LLC | 0.25% | Reduce -2.8% | 48,184 | $2.8M |
| Scott Capital Advisors, LLC | 0.80% | Add +3.7% | 48,337 | $2.8M |
| HB Wealth Management, LLC | 0.03% | Reduce -1.8% | 47,942 | $2.8M |
| Moser Wealth Advisors, LLC | 1.42% | Add +6.2% | 47,475 | $2.7M |
| First PREMIER Bank | 0.69% | Add +13.3% | 47,358 | $2.7M |
| Triumph Capital Management | 0.93% | Add +17.3% | 47,235 | $2.7M |
| Kovack Advisors, Inc. | 0.27% | Reduce -8.3% | 47,190 | $2.7M |
| Bell Bank | 0.20% | Add +828.9% | 46,837 | $2.7M |
| Verus Capital Partners, LLC | 0.26% | Reduce -14.2% | 46,723 | $2.7M |
| Financial Management Network Inc. | 0.56% | Add +0.1% | 46,180 | $2.7M |
| Acorn Wealth Advisors, LLC | 1.10% | Reduce -1.7% | 46,468 | $2.7M |
| Unique Wealth, LLC | 0.56% | Reduce -16.3% | 46,393 | $2.7M |
| Equitable Holdings, Inc. | 0.03% | Add +3.2% | 46,263 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -18.4% | 46,199 | $2.7M |
| Ameriflex Group, Inc. | 1.22% | — | 45,057 | $2.7M |
| M.E. Allison & Co., Inc. | 2.92% | — | 46,040 | $2.6M |
| Purus Wealth Management, LLC | 1.05% | Add +68.0% | 45,984 | $2.6M |
| Bank of Montreal | 0.00% | Reduce -4.1% | 45,981 | $2.6M |
| FMA Wealth Management, LLC | 1.95% | Add +1.9% | 45,429 | $2.6M |
| Wealthspan Partners, LLC | 1.24% | Add +30.8% | 45,041 | $2.6M |
| Maia Wealth LLC | 0.55% | Add +30.8% | 43,309 | $2.6M |
| Parallel Advisors, LLC | 0.06% | Reduce -16.9% | 44,557 | $2.6M |
| Prosperity Financial Group, Inc. | 1.28% | Add +2.9% | 44,386 | $2.6M |
| Frederick Financial Consultants, LLC | 2.04% | — | 44,314 | $2.5M |
| Sachetta, LLC | 1.00% | Add +6.9% | 44,080 | $2.5M |
| Scotia Capital Inc. | 0.01% | Reduce -73.0% | 44,018 | $2.5M |
| Pallas Capital Advisors LLC | 0.11% | Add +0.8% | 44,014 | $2.5M |
| Level Four Advisory Services, LLC | 0.10% | Add +7.1% | 43,683 | $2.5M |
| Sunpointe, LLC | 1.26% | Add +72.5% | 43,340 | $2.5M |
| Rovin Capital /Ut/ | 0.90% | Add +4.0% | 43,327 | $2.5M |
| Lido Advisors, LLC | 0.02% | Add +23.7% | 42,503 | $2.5M |
| CoreFirst Bank & Trust | 1.46% | Add +61.0% | 42,679 | $2.5M |
| Websterrogers Financial Advisors, LLC | 0.85% | Add +0.8% | 42,660 | $2.5M |
| Marino, Stram & Associates LLC | 0.54% | Add +5.2% | 42,498 | $2.4M |
| Cibc World Markets Corp. | 0.01% | Reduce -12.1% | 42,351 | $2.4M |
| Oxinas Partners, LLC | 1.43% | Reduce -1.6% | 42,328 | $2.4M |
| Helium Advisors LLC | 1.93% | — | 42,276 | $2.4M |
| Hourglass Capital, LLC | 0.67% | No change | 42,150 | $2.4M |
| Corient Private Wealth LP | 0.00% | Reduce -37.2% | 130,298 | $2.4M |
| SteelPeak Wealth, LLC | 0.10% | Add +14.9% | 41,858 | $2.4M |
| United Advisor Group, LLC | 0.48% | Add +53.5% | 41,980 | $2.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +7.8% | 41,840 | $2.4M |
| Wealth Effects LLC | 0.85% | Add +3.5% | 41,673 | $2.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -40.1% | 41,653 | $2.4M |
| Gill Capital Partners, LLC | 0.86% | Add +1.3% | 41,596 | $2.4M |
| EWG Elevate Inc. | 0.73% | Add +4.4% | 41,471 | $2.4M |
| LifeWealth Investments, LLC | 1.57% | — | 41,112 | $2.4M |
| Noble Wealth Management PBC | 1.64% | — | 41,091 | $2.4M |
| Westbourne Investments, Inc. | 1.39% | — | 40,970 | $2.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.40% | Reduce -5.9% | 40,752 | $2.3M |
| M Holdings Securities, Inc. | 0.38% | Reduce -0.4% | 40,535 | $2.3M |
| Private Client Services, LLC | 1.25% | Add +9.2% | 40,513 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 40,324 | $2.3M |
| Ancora Advisors LLC | 0.05% | Reduce -3.0% | 40,081 | $2.3M |
| Anchor Capital Management Group Inc | 0.83% | — | 40,000 | $2.3M |
| Mainstream Capital Management LLC | 1.61% | Add +6.2% | 39,886 | $2.3M |
| Guardian Financial Partners, LLC | 1.35% | Add +8.8% | 39,602 | $2.3M |
| Grant Private Wealth Management Inc | 2.45% | — | 39,536 | $2.3M |
| Hexagon Capital Partners LLC | 0.41% | Add +18.8% | 38,944 | $2.2M |
| Littlejohn Financial Services, Inc. | 2.00% | — | 37,756 | $2.2M |
| Three Magnolias Financial Advisors, LLC | 2.33% | — | 38,476 | $2.2M |
| Saxony Capital Management, LLC | 1.94% | Add +123.3% | 38,297 | $2.2M |
| Whipplewood Advisors, LLC | 1.24% | — | 37,996 | $2.2M |
| Wincap Financial LLC | 2.22% | — | 37,866 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +10.8% | 37,760 | $2.2M |
| Vigilare Wealth Management | 0.88% | Reduce -31.3% | 37,725 | $2.2M |
| Clear Creek Financial Management, LLC | 0.23% | Reduce -17.9% | 37,552 | $2.2M |
| Rahlfs Capital, LLC | 2.14% | — | 37,543 | $2.2M |
| Bravias Capital Group, LLC | 1.74% | — | 36,313 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.53% | Reduce -50.0% | 37,154 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.12% | Reduce -3.3% | 36,256 | $2.1M |
| Main Street Financial Solutions, LLC | 0.21% | Add +385.4% | 36,977 | $2.1M |
| Frontier Asset Management, LLC | 0.69% | Add +1.5% | 36,498 | $2.1M |
| Private Wealth Partners, LLC | 0.16% | Add +19.9% | 36,363 | $2.1M |
| Independent Wealth Network Inc. | 0.85% | Add +16.9% | 36,302 | $2.1M |
| Armstrong Advisory Group, Inc. | 0.17% | Add +7.8% | 36,254 | $2.1M |
| Gables Capital Management Inc. | 1.00% | Reduce -1.2% | 36,114 | $2.1M |
| Transcend Capital Advisors, LLC | 0.15% | Add +26.1% | 35,803 | $2.1M |
| Round Rock Advisors LLC | 0.42% | Reduce -2.9% | 35,549 | $2.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.77% | Add +1.9% | 35,445 | $2.0M |
| ZEGA Investments, LLC | 0.60% | — | 34,488 | $2.0M |
| Van Hulzen Asset Management, LLC | 0.15% | Add +6.0% | 35,352 | $2.0M |
| Empire Financial Management Company, LLC | 0.63% | Add +0.0% | 35,248 | $2.0M |
| Kraematon Investment Advisors, Inc. | 1.98% | Reduce -1.7% | 34,876 | $2.0M |
| Newport Capital Group, LLC | 1.48% | Reduce -39.9% | 34,829 | $2.0M |
| Wealthcare Capital Partners, LLC | 1.04% | — | 34,759 | $2.0M |
| 5T Wealth, LLC | 1.09% | — | 34,593 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.72% | Add +0.4% | 34,559 | $2.0M |
| D. E. Shaw & Co. | 0.00% | New | 34,422 | $2.0M |
| Venture Visionary Partners LLC | 0.08% | Add +4.0% | 34,125 | $2.0M |
| MAS Advisors LLC | 3.28% | Add +379.4% | 33,998 | $2.0M |
| New Century Financial Group, LLC | 0.83% | Add +16.5% | 33,645 | $2.0M |
| JSF Financial, LLC | 0.52% | Add +12.4% | 33,908 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.70% | Add +0.7% | 33,665 | $1.9M |
| Carr Financial Group Corp | 0.61% | Reduce -6.7% | 33,663 | $1.9M |
| CPC Advisors, LLC | 0.26% | Add +0.5% | 33,567 | $1.9M |
| Clarity Capital Partners LLC | 1.00% | Add +2.1% | 33,557 | $1.9M |
| Stegent Equity Advisors, Inc. | 1.96% | Add +2.8% | 33,496 | $1.9M |
| Worth Asset Management, LLC | 1.03% | Reduce -9.2% | 33,424 | $1.9M |
| Riverbend Wealth Management, LLC | 1.71% | — | 33,332 | $1.9M |
| Diversify Wealth Management, LLC | 0.15% | Add +26.5% | 33,559 | $1.9M |
| Sage Capital Management, LLC | 0.96% | Add +0.7% | 33,180 | $1.9M |
| PKS Advisory Services, LLC | 0.48% | — | 33,179 | $1.9M |
| Integras Partners LLC | 1.68% | — | 32,795 | $1.9M |
| Kelly Financial Services LLC | 0.68% | Reduce -32.3% | 32,585 | $1.9M |
| LexAurum Advisors, LLC | 0.37% | Add +12.5% | 32,582 | $1.9M |
| Mattson Financial Services, LLC | 0.59% | Reduce -3.0% | 31,299 | $1.9M |
| Sunbelt Securities, Inc. | 0.16% | Add +1.6% | 31,790 | $1.8M |
| Moseley Investment Management Inc. | 0.71% | Add +9.1% | 31,822 | $1.8M |
| Crewe Advisors LLC | 0.25% | Add +8.0% | 31,565 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.45% | Reduce -3.6% | 31,480 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.27% | Add +4.4% | 31,475 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +3.1% | 31,297 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +3121600.0% | 31,217 | $1.8M |
| Cascade Investment Group, Inc. | 1.28% | Reduce -2.4% | 31,159 | $1.8M |
| Nelson Capital Management, LLC | 0.30% | Reduce -10.4% | 31,032 | $1.8M |
| Post Resch Tallon Group Inc. | 1.72% | — | 30,860 | $1.8M |
| Ring Mountain Capital, LLC | 1.19% | — | 30,790 | $1.8M |
| BKM Wealth Management, LLC | 0.73% | Add +2.9% | 30,787 | $1.8M |
| Plotkin Financial Advisors, LLC | 1.05% | Reduce -1.6% | 30,711 | $1.8M |
| McDonald Partners LLC | 0.45% | Reduce -0.7% | 30,550 | $1.8M |
| National Philanthropic Trust | 0.03% | No change | 30,409 | $1.7M |
| Sheets Smith Wealth Management | 0.21% | Add +0.3% | 30,264 | $1.7M |
| Vise Technologies, Inc. | 0.14% | Add +122.7% | 30,158 | $1.7M |
| Glaxis Capital Management, LLC | 4.78% | New | 30,000 | $1.7M |
| Econ Financial Services Corp | 0.99% | Add +39.5% | 29,966 | $1.7M |
| FSB Premier Wealth Management, Inc. | 0.69% | Add +46.6% | 29,901 | $1.7M |
| Pennsylvania Capital Management Inc. | 0.59% | Reduce -68.0% | 29,824 | $1.7M |
| ELCO Management Co., LLC | 0.90% | No change | 29,800 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +30.4% | 29,689 | $1.7M |
| KFG Wealth Management, LLC | 0.32% | Add +17.8% | 29,682 | $1.7M |
| Red Mountain Financial, LLC | 1.83% | Add +1.5% | 29,610 | $1.7M |
| Arkadios Wealth Advisors | 0.09% | Reduce -1.0% | 29,385 | $1.7M |
| Winebrenner Capital Management LLC | 1.30% | — | 29,291 | $1.7M |
| Somerset Trust Co | 0.63% | Add +6.5% | 28,930 | $1.7M |
| US Bancorp \de | 0.00% | Add +28.0% | 28,673 | $1.6M |
| Concord Wealth Partners | 0.27% | Add +0.4% | 28,418 | $1.6M |
| Bright Futures Wealth Management, LLC. | 1.46% | Add +427.0% | 27,590 | $1.6M |
| Grantvest Financial Group LLC | 1.82% | — | 28,260 | $1.6M |
| Fifth Third Bancorp | 0.01% | Add +112.0% | 28,219 | $1.6M |
| Modus Advisors, LLC | 0.50% | Add +11.3% | 27,802 | $1.6M |
| PDS Planning, Inc | 0.14% | Add +1.2% | 27,150 | $1.6M |
| 3EDGE Asset Management, LP | 0.10% | Reduce -2.5% | 27,128 | $1.6M |
| Transform Wealth, LLC | 0.09% | Add +189.7% | 26,887 | $1.6M |
| BG Investment Services, LLC | 1.57% | — | 27,034 | $1.6M |
| Cypress Capital Management LLC (WY) | 1.78% | Reduce -8.5% | 26,809 | $1.6M |
| Coordinated Financial Services, Inc. | 1.23% | — | 26,932 | $1.5M |
| Burling Wealth Partners, LLC | 0.32% | — | 26,906 | $1.5M |
| First Hawaiian Bank | 0.05% | New | 26,650 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | New | 26,449 | $1.5M |
| Sax Wealth Advisors, LLC | 0.12% | Add +208.2% | 26,399 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.4% | 26,024 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +23.1% | 25,916 | $1.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | — | 25,857 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +30.0% | 25,779 | $1.5M |
| Founders Financial Securities LLC | 0.13% | Add +17.5% | 25,760 | $1.5M |
| True North Advisors, LLC | 0.34% | New | 25,353 | $1.5M |
| Winnacle Wealth LLC | 1.43% | — | 25,176 | $1.4M |
| Wealth Alliance, LLC | 0.17% | Add +30.4% | 24,826 | $1.4M |
| Lokken Investment Group LLC | 0.61% | Add +16.1% | 24,623 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Add +5.3% | 24,560 | $1.4M |
| Asset Allocation Strategies LLC | 0.34% | Add +43.2% | 23,853 | $1.4M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.28% | Add +76.7% | 24,350 | $1.4M |
| BCGM Wealth Management, LLC | 0.44% | Add +3.9% | 24,331 | $1.4M |
| Main Line Retirement Advisors, LLC | 0.92% | Add +10.9% | 24,309 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.34% | Reduce -0.0% | 24,281 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +4.3% | 24,218 | $1.4M |
| Flputnam Investment Management Co. | 0.03% | Add +41.3% | 24,176 | $1.4M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -5.1% | 24,131 | $1.4M |
| Trueblood Wealth Management, LLC | 0.68% | Add +0.2% | 24,001 | $1.4M |
| Beckerman Institutional, LLC | 1.10% | Add +1.1% | 23,966 | $1.4M |
| Leelyn Smith, LLC | 0.24% | Add +28.3% | 23,852 | $1.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.38% | Add +10.8% | 23,620 | $1.4M |
| Drive Wealth Management, LLC | 0.34% | Add +18.5% | 23,615 | $1.4M |
| Sovereign Financial Group, Inc. | 0.31% | Add +7.0% | 23,584 | $1.4M |
| Advisors Management Group Inc. | 0.32% | Add +143.8% | 23,573 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +9.8% | 23,525 | $1.4M |
| Note Advisors, LLC | 1.19% | — | 23,416 | $1.3M |
| Chronos Wealth Management, LLC | 0.69% | Reduce -0.6% | 23,415 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +7.8% | 23,319 | $1.3M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -7.0% | 23,075 | $1.3M |
| Park Edge Advisors, LLC | 0.39% | Add +13.0% | 23,074 | $1.3M |
| Nordwand Advisors, LLC | 0.55% | No change | 23,050 | $1.3M |
| BOK Financial Private Wealth, Inc. | 0.10% | Reduce -11.7% | 22,876 | $1.3M |
| Spinnaker Investment Group, LLC | 0.32% | Add +15.9% | 22,926 | $1.3M |
| Novem Group | 0.19% | — | 22,749 | $1.3M |
| Strategic Financial Concepts, LLC | 0.25% | Reduce -20.1% | 22,628 | $1.3M |
| Campbell Deegan Wealth Management, LLC | 1.56% | — | 22,604 | $1.3M |
| Citizens Financial Group Inc. | 0.03% | Add +0.7% | 22,363 | $1.3M |
| RoundAngle Advisors LLC | 1.22% | — | 22,332 | $1.3M |
| Aurora Private Wealth, Inc. | 0.96% | Reduce -15.7% | 22,309 | $1.3M |
| Navis Wealth Advisors, LLC | 1.39% | No change | 22,143 | $1.3M |
| Pointe Capital Management LLC | 0.73% | Add +2.7% | 22,105 | $1.3M |
| Chung Wu Investment Group, LLC | 1.28% | — | 22,032 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.41% | Add +18.7% | 22,030 | $1.3M |
| Haverford Trust Co | 0.01% | Add +45.1% | 22,029 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.56% | Add +12.5% | 22,009 | $1.3M |
| Heritage Wealth Management, Inc. | 0.42% | Add +15.7% | 21,993 | $1.3M |
| Paladin Advisory Group, LLC | 0.96% | Reduce -0.1% | 21,877 | $1.3M |
| LRI Investments, LLC | 0.12% | Add +0.5% | 21,822 | $1.3M |
| Chapin Davis, Inc. | 0.41% | No change | 21,012 | $1.3M |
| Andina Capital Management, LLC | 1.01% | Add +8.1% | 21,486 | $1.2M |
| Howard Financial Services, LTD. | 0.17% | Add +0.3% | 21,483 | $1.2M |
| Smith Anglin Financial, LLC | 0.12% | Add +21.7% | 21,482 | $1.2M |
| ERn Financial, LLC | 0.19% | Add +2.2% | 21,451 | $1.2M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.30% | Add +21.6% | 21,448 | $1.2M |
| Sound Income Strategies, LLC | 0.08% | Add +0.7% | 21,314 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Add +31.1% | 21,309 | $1.2M |
| Delta Financial Group, Inc. | 0.28% | Add +69.5% | 21,121 | $1.2M |
| Dover Advisors, LLC | 0.69% | Reduce -2.1% | 21,055 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Reduce -16.6% | 20,942 | $1.2M |
| WealthPlan Investment Management, LLC | 0.12% | Add +13.0% | 20,866 | $1.2M |
| Red Crane Wealth Management, LLC | 1.13% | — | 20,744 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +18.7% | 20,614 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +468.8% | 20,613 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.5% | 20,567 | $1.2M |
| Autumn Glory Partners, LLC | 0.58% | Reduce -30.0% | 20,496 | $1.2M |
| Detalus Advisors, LLC | 0.39% | Reduce -1.4% | 20,383 | $1.2M |
| White Knight Strategic Wealth Advisors, LLC | 0.49% | New | 20,160 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.21% | Reduce -0.7% | 20,043 | $1.2M |
| Tucker Asset Management LLC | 0.26% | Add +8.3% | 19,925 | $1.1M |
| Mendel Capital Management LLC | 0.69% | Reduce -7.2% | 19,914 | $1.1M |
| GWN Securities Inc. | 0.30% | — | 19,306 | $1.1M |
| Cannon Wealth Management Services, LLC | 0.98% | Add +24.5% | 19,452 | $1.1M |
| Novus Advisors, LLC | 1.13% | — | 19,673 | $1.1M |
| Howard Wealth Management, LLC | 0.61% | Add +13.6% | 19,671 | $1.1M |
| Reyes Financial Architecture, Inc. | 0.88% | — | 19,559 | $1.1M |
| Midwest Professional Planners, LTD. | 0.33% | Reduce -36.2% | 19,484 | $1.1M |
| Paradigm, Strategies in Wealth Management, LLC | 0.74% | Add +62.8% | 19,472 | $1.1M |
| Millennium Capital Advisors, LLC | 0.76% | Add +32.2% | 19,448 | $1.1M |
| Bellwether Advisors, LLC | 0.20% | No change | 19,393 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +41.6% | 19,284 | $1.1M |
| Compound Planning, Inc. | 0.06% | Reduce -19.4% | 19,208 | $1.1M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -14.5% | 19,361 | $1.1M |
| Ashton Thomas Securities, LLC | 0.30% | Add +38.2% | 19,170 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +11.3% | 19,141 | $1.1M |
| Obsidian Cio, LLC | 0.20% | No change | 19,007 | $1.1M |
| KKM Financial LLC | 0.45% | Add +27.0% | 18,969 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +460.2% | 18,867 | $1.1M |
| Parsons Capital Management Inc. | 0.06% | Reduce -1.1% | 18,860 | $1.1M |
| Compass Ion Advisors, LLC | 0.13% | Reduce -0.7% | 18,841 | $1.1M |
| Monument Capital Management | 0.30% | Add +2.4% | 18,644 | $1.1M |
| Marion Wealth Management | 0.28% | Add +1.6% | 18,623 | $1.1M |
| AllSquare Wealth Management LLC | 0.61% | Add +8.3% | 18,568 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.34% | Reduce -2.8% | 18,384 | $1.1M |
| Legacy Financial Strategies, LLC | 0.23% | Add +12.5% | 18,355 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.12% | Add +0.1% | 18,247 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.70% | Reduce -7.9% | 18,217 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.7% | 18,186 | $1.0M |
| Beck Bode, LLC | 0.19% | Reduce -27.6% | 18,109 | $1.0M |
| FWG Holdings, LLC | 0.50% | Reduce -21.2% | 17,770 | $1.0M |
| Cardiff Park Advisors, LLC | 0.10% | Add +7.2% | 17,871 | $1.0M |
| Menard Financial Group LLC | 0.62% | Reduce -0.4% | 17,853 | $1.0M |
| Foster Victor Wealth Advisors, LLC | 0.08% | Reduce -0.2% | 17,517 | $1.0M |
| AlphaStar Capital Management, LLC | 0.11% | Add +201.3% | 17,702 | $1.0M |
| Legacy Bridge, LLC | 0.52% | Add +0.0% | 17,494 | $1.0M |
| Resolute Wealth Strategies, LLC | 0.51% | Reduce -9.8% | 17,387 | $1.0M |
| Cozad Asset Management Inc. | 0.09% | Add +2.4% | 17,228 | $991K |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Reduce -8.5% | 17,217 | $990K |
| Dakota Wealth Management | 0.02% | Reduce -33.2% | 17,215 | $990K |
| Aviance Capital Partners, LLC | 0.14% | Reduce -0.6% | 17,207 | $990K |
| Prosperity Wealth Management, Inc. | 0.41% | Reduce -43.5% | 17,184 | $989K |
| Cooper Capital Advisors LLC | 1.02% | — | 17,136 | $986K |
| Secured Retirement Advisors, LLC | 0.56% | Reduce -2.0% | 16,986 | $977K |
| Nautilus Advisors LLC | 0.77% | — | 16,706 | $961K |
| Blue Chip Partners, LLC | 0.08% | Reduce -1.0% | 16,565 | $953K |
| ORG Partners LLC | 0.13% | Reduce -16.8% | 16,441 | $948K |
| Nvwm, LLC | 0.24% | Add +10.2% | 16,394 | $943K |
| Brasada Capital Management, LP | 0.17% | Reduce -5.6% | 16,445 | $942K |
| Capital Market Strategies LLC | 0.54% | Add +3.1% | 16,330 | $939K |
| Taylor & Morgan Wealth Management, LLC | 0.66% | Reduce -17.3% | 16,265 | $936K |
| Jupiter Wealth Management LLC | 0.47% | Reduce -69.2% | 16,250 | $935K |
| LGT Financial Advisors LLC | 2.04% | Add +1.4% | 16,003 | $921K |
| Bluespring Wealth Management, LLC | 0.09% | Add +2.0% | 15,881 | $920K |
| Auour Investments LLC | 0.32% | Reduce -15.1% | 15,543 | $917K |
| Annex Advisory Services, LLC | 0.03% | Add +16.1% | 15,868 | $913K |
| Argyle Capital Partners, LLC | 0.78% | — | 15,842 | $911K |
| Lineweaver Wealth Advisors, LLC | 0.17% | Reduce -3.3% | 15,710 | $904K |
| Arrowroot Family Office, LLC | 0.47% | Add +9.7% | 15,676 | $902K |
| Bank of New Hampshire | 0.23% | Add +45.5% | 15,675 | $902K |
| Sepio Capital, LP | 0.07% | Reduce -0.7% | 15,675 | $902K |
| LJI Wealth Management, LLC | 0.18% | Reduce -46.3% | 15,507 | $892K |
| Lewis Asset Management, LLC | 0.68% | Reduce -0.3% | 15,464 | $890K |
| Seaview Investment Managers LLC | 0.25% | Add +62.1% | 15,406 | $886K |
| Castle Rock Wealth Management, LLC | 0.21% | Reduce -15.0% | 14,949 | $885K |
| Solutions 4 Wealth, Ltd | 1.59% | Add +1.9% | 15,258 | $878K |
| Betterment LLC | 0.00% | Add +116.4% | 15,104 | $869K |
| IAM Advisory, LLC | 0.22% | Add +0.8% | 15,041 | $865K |
| Rockingstone Advisors LLC | 0.38% | Reduce -1.0% | 15,005 | $863K |
| Zions Bancorporation, N.A. | 0.05% | New | 15,000 | $863K |
| STAR Financial Bank | 0.62% | Add +51.9% | 14,883 | $856K |
| L & S Advisors Inc | 0.10% | Add +11.8% | 14,825 | $853K |
| Cherry Creek Investment Advisors, Inc. | 0.42% | Add +2.0% | 14,784 | $851K |
| Novare Capital Management LLC | 0.07% | Reduce -4.2% | 14,725 | $847K |
| Independent Investors Inc. | 0.16% | No change | 14,420 | $830K |
| Tritonpoint Wealth, LLC | 0.07% | Add +7.1% | 14,172 | $821K |
| MRA Advisory Group | 0.43% | Add +11.5% | 14,188 | $816K |
| Simplicity Wealth,LLC | 0.17% | Reduce -5.6% | 14,187 | $816K |
| Darden Wealth Group Inc | 0.55% | Add +10.6% | 14,150 | $814K |
| JT Stratford LLC | 0.13% | Reduce -28.9% | 14,141 | $814K |
| Indie Asset Partners, LLC | 0.64% | Add +1.9% | 14,128 | $813K |
| Capital Advisors, Ltd. LLC | 0.10% | Add +42.1% | 13,938 | $802K |
| Tranquility Partners, LLC | 0.30% | Reduce -8.7% | 13,619 | $797K |
| Diversified Portfolios, Inc. | 0.09% | Add +2.9% | 13,858 | $797K |
| Grandview Asset Management LLC | 0.29% | Add +69.6% | 13,785 | $793K |
| West Bancorporation Inc. | 0.52% | No change | 13,725 | $790K |
| Columbia Asset Management | 0.15% | Reduce -0.8% | 13,634 | $784K |
| CPA Asset Management Group, LLC | 0.36% | Reduce -2.9% | 13,615 | $783K |
| Kane Investment Management, Inc. | 0.44% | — | 13,614 | $783K |
| Thompson Davis & Co., Inc. | 0.49% | Add +45.9% | 13,350 | $768K |
| Independence Bank of Kentucky | 0.12% | No change | 13,290 | $765K |
| Independent Advisor Alliance | 0.01% | Reduce -9.0% | 13,256 | $763K |
| Cathy Pareto & Associates, Inc. | 0.70% | — | 13,222 | $761K |
| Tradewinds, LLC. | 0.21% | Add +13.2% | 12,863 | $760K |
| Joel Isaacson & Co., LLC | 0.03% | No change | 13,156 | $757K |
| Tandem Financial, LLC | 0.82% | — | 13,064 | $757K |
| Floyd Financial Group LLC | 0.62% | — | 13,158 | $751K |
| Acorns Advisers, LLC | 0.01% | Add +54.8% | 13,013 | $749K |
| Souders Financial Advisors | 0.10% | Reduce -19.2% | 12,895 | $742K |
| Palacios Wealth Management, LLC | 0.80% | — | 12,683 | $737K |
| Activest Wealth Management | 0.21% | Add +17.3% | 12,766 | $734K |
| Coign Capital Advisors LLC | 0.68% | — | 12,749 | $733K |
| Williams & Novak, LLC | 0.71% | Add +37.0% | 12,734 | $733K |
| Tyler-Stone Wealth Management | 0.13% | No change | 12,724 | $732K |
| Marcum Wealth, LLC | 0.06% | Add +5.0% | 12,677 | $729K |
| Alliance Wealth Advisors, LLC | 0.42% | Add +1.2% | 12,609 | $725K |
| Sloy Dahl & Holst, LLC | 0.09% | Add +202.7% | 12,560 | $723K |
| Aurdan Capital Management, LLC | 0.28% | — | 12,460 | $717K |
| Leo Wealth, LLC | 0.06% | Add +0.8% | 12,444 | $716K |
| Wellington Shields Capital Management, LLC | 0.13% | Add +0.0% | 12,418 | $714K |
| Brown Miller Wealth Management, LLC | 0.27% | Add +22.9% | 12,379 | $712K |
| Napa Wealth Management | 0.31% | Add +213.0% | 12,347 | $710K |
| Kestra Investment Management, LLC | 0.03% | Add +15.6% | 12,298 | $708K |
| Mascoma Wealth Management LLC | 0.18% | Reduce -8.5% | 12,287 | $707K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Add +80.2% | 12,140 | $701K |
| American Money Management, LLC | 0.14% | Add +8.5% | 12,078 | $695K |
| Alpha Financial Partners LLC | 0.55% | Reduce -79.8% | 12,060 | $694K |
| Personal Cfo Solutions, LLC | 0.14% | Add +32.4% | 11,963 | $688K |
| Quadcap Wealth Management, LLC | 0.10% | Add +19.0% | 11,948 | $687K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.4% | 11,870 | $683K |
| Spahn Wealth & Retirement LLC | 0.45% | — | 11,810 | $679K |
| Accel Wealth Management | 0.26% | Reduce -13.2% | 11,802 | $679K |
| Smallwood Wealth Investment Management, LLC | 0.47% | Add +20.1% | 11,753 | $676K |
| Consolidated Portfolio Review Corp | 0.11% | Add +228.6% | 11,673 | $672K |
| Caprock Group, LLC | 0.02% | Reduce -8.4% | 11,563 | $670K |
| Townsquare Capital LLC | 0.01% | Reduce -4.4% | 11,587 | $667K |
| Fiduciary Trust Co | 0.01% | Reduce -14.5% | 11,540 | $664K |
| CW Advisors, LLC | 0.01% | Add +48.8% | 11,530 | $663K |
| Murphy & Mullick Capital Management Corp | 0.61% | — | 11,454 | $663K |
| Montag A & Associates Inc. | 0.03% | Add +2.1% | 11,437 | $662K |
| Milestone Asset Management Group, LLC | 0.59% | — | 11,460 | $659K |
| IPG Investment Advisors LLC | 0.15% | Add +33.9% | 11,378 | $659K |
| Mascagni Wealth Management, Inc. | 0.65% | — | 11,474 | $656K |
| Skyline Advisors, Inc. | 0.25% | New | 11,356 | $653K |
| One Capital Management, LLC | 0.02% | No change | 11,277 | $649K |
| Comprehensive Financial Planning, Inc. | 0.54% | — | 11,189 | $644K |
| Debussy Capital Management LP | 0.10% | New | 10,755 | $638K |
| Morse Asset Management, Inc | 0.15% | Reduce -17.0% | 11,062 | $636K |
| Carnegie Lake Advisors LLC | 0.25% | Reduce -9.1% | 10,955 | $630K |
| Armstrong, Fleming & Moore, Inc | 0.38% | Add +4.0% | 10,916 | $628K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +8.3% | 10,878 | $626K |
| Fortress Wealth Management, Inc. | 0.30% | Add +1.3% | 10,868 | $625K |
| Future Financial Wealth Managment LLC | 0.45% | Reduce -0.5% | 10,659 | $613K |
| Optima Capital LLC | 0.42% | — | 10,575 | $612K |
| TFB Advisors LLC | 0.17% | Add +31.1% | 10,630 | $612K |
| American Financial Advisors, LLC | 0.09% | Add +1.4% | 10,543 | $607K |
| Latitude Advisors, LLC | 0.34% | Add +21.0% | 10,510 | $605K |
| BTS Asset Management, Inc. | 0.60% | Reduce -7.2% | 10,433 | $600K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -0.3% | 10,318 | $598K |
| AlTi Global, Inc. | 0.01% | Add +64.0% | 10,246 | $596K |
| Curi Capital, LLC | 0.01% | Reduce -9.4% | 10,316 | $593K |
| Ascension Capital Advisors, Inc. | 0.26% | Reduce -3.5% | 10,282 | $592K |
| LongView Wealth Management | 0.18% | New | 10,202 | $587K |
| Frank, Rimerman Advisors LLC | 0.04% | New | 10,108 | $582K |
| Naviter Wealth, LLC | 0.07% | Add +17.4% | 10,027 | $581K |
| Tempus Wealth Planning, LLC | 0.18% | New | 10,089 | $580K |
| American Capital Advisory, LLC | 0.32% | No change | 10,088 | $580K |
| Fortis Advisors, LLC | 0.38% | Add +2.0% | 10,054 | $578K |
| Argent Advisors, Inc. | 0.21% | Add +3.9% | 10,027 | $577K |
| Generation Capital Management LLC | 0.49% | — | 10,006 | $576K |
| Lion Street Advisors, LLC | 0.18% | Reduce -4.8% | 9,915 | $570K |
| Balboa Wealth Partners | 0.13% | Reduce -80.9% | 9,902 | $570K |
| BlackDiamond Wealth Management, LLC | 0.33% | Reduce -0.2% | 9,895 | $569K |
| Optivise Advisory Services LLC | 0.31% | Add +109.6% | 9,884 | $569K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +16.7% | 9,839 | $566K |
| Key Financial Inc | 0.13% | No change | 9,798 | $564K |
| Capital Planning LLC | 0.15% | Add +16.3% | 9,720 | $563K |
| Walled Lake Planning & Wealth Management, LLC | 0.21% | Reduce -1.6% | 9,763 | $562K |
| Chapman Financial Group, LLC | 0.45% | — | 9,703 | $558K |
| Mattern Wealth Management LLC | 0.12% | Add +19.8% | 9,672 | $556K |
| Legacy Financial Group LLC | 0.09% | New | 9,662 | $556K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Add +6.0% | 9,332 | $550K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,457 | $544K |
| Madison Wealth Partners, Inc | 0.15% | Add +126.2% | 9,440 | $543K |
| Strategic Family Wealth Counselors, L.L.C. | 0.18% | Reduce -5.0% | 9,413 | $542K |
| Prentice Wealth Management LLC | 0.16% | Reduce -7.2% | 9,404 | $541K |
| Evercore Wealth Management, LLC | 0.01% | No change | 9,334 | $537K |
| Archford Capital Strategies, LLC | 0.08% | Add +109.2% | 9,277 | $534K |
| Moneco Advisors, LLC | 0.06% | Reduce -27.6% | 9,264 | $533K |
| Cascade Financial Partners, LLC | 0.07% | Add +0.0% | 9,261 | $533K |
| Trust Co | 0.06% | Reduce -37.1% | 9,231 | $531K |
| EPG Wealth Management LLC | 0.14% | Reduce -11.7% | 9,214 | $530K |
| Cascades Capital Asset Management, LLC | 0.29% | Reduce -16.4% | 9,153 | $527K |
| DeDora Capital, Inc. | 0.14% | Add +15.8% | 9,125 | $525K |
| Cora Capital Advisors LLC | 0.25% | Add +30.9% | 9,115 | $524K |
| TFR Capital, LLC. | 0.26% | — | 9,059 | $521K |
| Samalin Investment Counsel, LLC | 0.22% | Reduce -9.9% | 8,962 | $516K |
| Bison Wealth, LLC | 0.06% | — | 8,948 | $515K |
| Cutter & CO Brokerage, Inc. | 0.12% | Add +2.9% | 8,898 | $512K |
| Triad Wealth Partners, LLC | 0.18% | New | 8,876 | $511K |
| Hixon Zuercher, LLC | 0.19% | Add +79.7% | 8,728 | $502K |
| Concorde Asset Management, LLC | 0.26% | Add +82.2% | 8,683 | $500K |
| Signaturefd, LLC | 0.01% | Reduce -52.7% | 8,607 | $495K |
| Capasso Planning Partners LLC | 0.20% | Reduce -0.8% | 8,594 | $494K |
| Aft, Forsyth & Company, Inc. | 0.24% | Add +9.4% | 8,593 | $494K |
| Sterling Manor Financial, LLC | 0.34% | Add +0.7% | 8,484 | $488K |
| Colonial Trust Co / SC | 0.07% | No change | 8,431 | $485K |
| Shum Financial Group, Inc. | 0.42% | Reduce -0.1% | 8,377 | $484K |
| Fearless Solutions, LLC dba Best Invest | 0.37% | — | 8,411 | $484K |
| Sanders Morris Harris LLC | 0.07% | No change | 8,231 | $479K |
| Fortress Private Ledger, LLC | 0.29% | — | 8,268 | $476K |
| Journey Strategic Wealth LLC | 0.02% | New | 8,171 | $470K |
| Csenge Advisory Group | 0.03% | Reduce -2.1% | 8,132 | $468K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,123 | $467K |
| McCarter Private Wealth Services LLC | 0.29% | Reduce -8.4% | 8,058 | $464K |
| Bison Wealth, LLC | 0.10% | Reduce -53.4% | 8,052 | $463K |
| Berger Financial Group, Inc | 0.03% | Add +5.5% | 8,014 | $461K |
| Rothschild Wealth LLC | 0.13% | Add +29.6% | 7,900 | $454K |
| Pinnacle Family Advisors, LLC | 0.22% | Add +3.9% | 7,890 | $454K |
| Formidable Asset Management, LLC | 0.07% | Reduce -4.4% | 7,887 | $454K |
| Consilium Wealth Advisory, LLC | 0.22% | No change | 7,872 | $453K |
| Lakeridge Wealth Management LLC | 0.23% | Add +2.7% | 7,850 | $452K |
| Rollins Financial Advisors, LLC | 0.07% | Add +5.8% | 7,814 | $450K |
| Commerce Bank | 0.00% | Reduce -1.9% | 7,809 | $449K |
| Potentia Wealth | 0.20% | — | 7,766 | $447K |
| TCFG Wealth Management, LLC | 0.22% | Add +10.8% | 7,668 | $441K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -30.5% | 7,601 | $441K |
| Bay Rivers Group | 0.21% | Add +24.8% | 7,637 | $439K |
| Ritholtz Wealth Management | 0.01% | Add +32.8% | 7,635 | $439K |
| Corps Capital Advisors, LLC | 0.45% | — | 7,630 | $439K |
| Two Sigma Securities, LLC | 0.08% | New | 7,603 | $437K |
| Windsor Capital Management, LLC | 0.13% | New | 7,563 | $435K |
| FSC Wealth Advisors, LLC | 0.28% | Add +6.2% | 7,555 | $435K |
| Welch Group, LLC | 0.02% | New | 7,496 | $434K |
| John W. Brooker & Co., CPAs | 0.19% | Add +3.0% | 7,544 | $434K |
| Southland Equity Partners LLC | 0.10% | Add +4.7% | 7,535 | $433K |
| Cannell & Spears LLC | 0.01% | No change | 7,500 | $431K |
| LVZ, Inc. | 0.06% | Add +1.9% | 7,496 | $431K |
| Clearstead Trust, LLC | 0.09% | Reduce -17.2% | 7,487 | $431K |
| Harvest Investment Services, LLC | 0.10% | Add +52.5% | 7,455 | $429K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -36.9% | 7,442 | $428K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -61.2% | 7,427 | $427K |
| Prostatis Group LLC | 0.12% | Reduce -27.1% | 7,426 | $427K |
| McAdam, LLC | 0.02% | Add +5.3% | 7,393 | $425K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,373 | $424K |
| Paragon Private Wealth Management, LLC | 0.20% | Reduce -6.0% | 7,364 | $424K |
| Accredited Investors Inc. | 0.02% | No change | 7,339 | $422K |
| Innovative Wealth Building LLC | 0.38% | — | 7,333 | $422K |
| Hancock Whitney Corp. | 0.01% | Add +69.2% | 7,217 | $415K |
| IMS Capital Management | 0.19% | Reduce -3.6% | 7,152 | $411K |
| Marks Wealth, LLC | 0.20% | Reduce -98.5% | 7,132 | $410K |
| Aspen Wealth Strategies, LLC | 0.26% | Add +89.8% | 7,129 | $410K |
| BLB&B Advisors, LLC | 0.02% | Reduce -15.5% | 7,127 | $410K |
| Capital City Trust Co. | 0.10% | Reduce -5.5% | 7,104 | $409K |
| Atlantic Private Wealth, LLC | 0.31% | No change | 7,043 | $405K |
| Tanglewood Wealth Management, Inc. | 0.05% | No change | 7,040 | $405K |
| SimpliFi, Inc. | 0.18% | Reduce -5.3% | 7,032 | $405K |
| Florida Financial Advisors, LLC | 0.18% | Add +54.3% | 7,014 | $404K |
| Brighton Jones LLC | 0.01% | New | 6,995 | $402K |
| Fortis Capital Advisors, LLC | 0.14% | Add +7.6% | 6,826 | $402K |
| CoreCap Advisors, LLC | 0.02% | Add +19.1% | 6,938 | $399K |
| Leigh Baldwin & Co., LLC | 0.34% | — | 6,912 | $398K |
| Strategic Advisors LLC | 0.07% | New | 6,900 | $397K |
| Laraway Financial Advisors Inc | 0.30% | Add +3.8% | 6,875 | $396K |
| Fort Point Capital Partners LLC | 0.04% | Add +14.8% | 6,844 | $394K |
| Stablepoint Partners, LLC | 0.07% | Reduce -2.8% | 6,777 | $390K |
| Oregon Pacific Wealth Management, LLC | 0.38% | — | 6,775 | $390K |
| 1900 Wealth Management LLC | 0.03% | Reduce -0.3% | 6,693 | $385K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 6,689 | $385K |
| JFS Wealth Advisors, LLC | 0.03% | Add +7.0% | 6,620 | $381K |
| Park Place Capital Corp | 0.11% | No change | 6,584 | $379K |
| Osborne Partners Capital Management, LLC | 0.02% | Reduce -6.9% | 6,555 | $377K |
| XML Financial, LLC | 0.03% | Add +19.6% | 6,550 | $377K |
| Columbia Advisory Partners LLC | 0.35% | Add +0.7% | 6,493 | $374K |
| Sincerus Advisory, LLC | 0.40% | — | 6,467 | $372K |
| Wesbanco Bank Inc. | 0.01% | Add +10.2% | 6,449 | $371K |
| Embree Financial Group | 0.06% | Add +0.9% | 6,441 | $371K |
| TAGStone Capital, Inc. | 0.18% | Add +2.0% | 6,311 | $366K |
| Hazlett, Burt & Watson, Inc. | 0.16% | Reduce -10.3% | 6,377 | $366K |
| Johnson & White Wealth Management, LLC | 0.22% | Reduce -9.7% | 6,325 | $364K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.2% | 6,318 | $363K |
| Lane & Associates LLC | 0.19% | Add +49.1% | 6,156 | $363K |
| Patrick M Sweeney & Associates, Inc. | 0.27% | Add +5.4% | 6,296 | $362K |
| Tyche Wealth Partners LLC | 0.08% | Add +10.6% | 6,261 | $360K |
| Endowment Wealth Management, Inc. | 0.24% | Add +6.1% | 6,159 | $354K |
| Wills Financial Group, Inc. | 0.15% | Add +54.9% | 6,129 | $353K |
| Tompkins Financial Corp. | 0.03% | New | 6,088 | $350K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +1.8% | 6,054 | $348K |
| XY Planning Network, Inc. | 0.26% | — | 6,018 | $346K |
| Hall Capital Management Co. Inc. | 0.16% | — | 6,003 | $345K |
| FineMark National Bank & Trust | 0.01% | Add +16.7% | 5,990 | $345K |
| Sugarloaf Wealth Management, LLC | 0.07% | Reduce -18.9% | 5,985 | $344K |
| Fisher Asset Management | 0.00% | Add +63.7% | 5,983 | $344K |
| Arcus Capital Partners, LLC | 0.11% | Reduce -88.4% | 5,939 | $344K |
| First Horizon Advisors, Inc. | 0.01% | Add +223.8% | 5,961 | $343K |
| West Wealth Group, LLC | 0.10% | Reduce -1.0% | 5,951 | $342K |
| Stewardship Advisors, LLC | 0.09% | Reduce -80.7% | 5,860 | $337K |
| Waller Financial Planning Group, Inc. | 0.08% | Add +21.8% | 5,812 | $334K |
| Axis Wealth Partners, LLC | 0.28% | — | 5,790 | $333K |
| Alteri Wealth LLC | 0.09% | — | 5,722 | $329K |
| CRA Financial Services, LLC | 0.06% | Add +2.4% | 5,707 | $328K |
| Dana Investment Advisors, Inc. | 0.01% | Add +9.8% | 5,705 | $328K |
| Greenleaf Trust | 0.00% | New | 5,700 | $328K |
| Objective Capital Management, LLC | 0.22% | Reduce -8.0% | 5,685 | $327K |
| Platform Technology Partners | 0.10% | Add +5.9% | 5,674 | $326K |
| Squire Investment Management Company, LLC | 0.14% | Add +13.3% | 5,649 | $325K |
| Winch Advisory Services, LLC | 0.08% | Add +3.0% | 5,611 | $323K |
| MBL Wealth, LLC | 0.03% | New | 5,580 | $321K |
| MFG Wealth Management, Inc. | 0.29% | — | 5,564 | $320K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 5,500 | $316K |
| Hurley Capital, LLC | 0.25% | — | 5,440 | $315K |
| Lodestar Private Asset Management LLC | 0.04% | Add +2.8% | 5,482 | $315K |
| Wealth Management Partners, LLC | 0.14% | Add +0.1% | 5,441 | $313K |
| Kuhn & Co Investment Counsel | 0.26% | No change | 5,400 | $311K |
| CGN Advisors LLC | 0.03% | Add +2.0% | 5,397 | $310K |
| Fiduciary Group, LLC | 0.03% | New | 5,350 | $308K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +24.9% | 5,318 | $306K |
| Collective Family Office LLC | 0.08% | No change | 5,310 | $305K |
| Chilton Investment Co. Inc. | 0.01% | Add +17.4% | 5,308 | $305K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -6.9% | 5,266 | $303K |
| Bailard, Inc. | 0.01% | Add +18.9% | 5,260 | $303K |
| Clear Point Advisors Inc. | 0.26% | Add +15.3% | 5,253 | $302K |
| Ethos Financial Group, LLC | 0.04% | Add +2.0% | 5,172 | $300K |
| NBT Bank, N.A. | 0.02% | Add +56.0% | 5,207 | $300K |
| Midwest Capital Advisors, LLC | 0.22% | — | 5,205 | $299K |
| Penbrook Management LLC | 0.20% | No change | 5,150 | $296K |
| Vontobel Holding Ltd. | 0.00% | Add +2.9% | 5,149 | $296K |
| Staley Capital Advisers Inc. | 0.01% | Add +2.5% | 5,148 | $296K |
| WealthPLAN Partners, LLC | 0.04% | Reduce -18.1% | 5,145 | $296K |
| Hamilton Wealth, LLC | 0.07% | New | 5,125 | $295K |
| Solidarity Wealth, LLC | 0.08% | Add +9.1% | 5,016 | $294K |
| Davies Financial Advisors, Inc. | 0.25% | No change | 5,106 | $294K |
| RPS Advisory Solutions LLC | 0.18% | Add +8.1% | 5,079 | $292K |
| Smith Thornton Advisors LLC | 0.18% | Add +2.3% | 5,071 | $292K |
| Chelsea Counsel Co. | 0.15% | No change | 4,980 | $288K |
| BOS Asset Management, LLC | 0.10% | Add +3.5% | 4,982 | $287K |
| Anchor Pointe Wealth Management, LLC | 0.37% | — | 4,880 | $283K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +3.3% | 4,750 | $281K |
| Willner & Heller, LLC | 0.24% | Add +34.9% | 4,860 | $280K |
| RMR Wealth Builders | 0.03% | New | 4,811 | $277K |
| Blue Oak Capital, LLC | 0.17% | — | 4,759 | $276K |
| Fortress Financial Group, LLC | 0.27% | — | 4,780 | $275K |
| Koa Wealth Management, LLC | 0.22% | Reduce -47.6% | 4,761 | $274K |
| L.M. Kohn & Company | 0.07% | Add +7.8% | 4,750 | $273K |
| Reliant Wealth Planning | 0.13% | No change | 4,713 | $271K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | Add +21.4% | 4,710 | $271K |
| Insight 2811, Inc. | 0.14% | No change | 4,660 | $268K |
| Innovative Advisory Group, LLC | 0.24% | — | 4,641 | $267K |
| Martin Worley Group | 0.17% | — | 4,640 | $267K |
| Hudock, Inc. | 0.05% | Add +0.5% | 4,630 | $266K |
| Montz Harcus Wealth Management LLC | 0.15% | New | 4,605 | $265K |
| RBA Wealth Management, LLC | 0.10% | Add +0.8% | 4,603 | $265K |
| Meriwether Wealth & Planning, LLC | 0.19% | — | 4,602 | $265K |
| Talon Private Wealth, LLC | 0.06% | Add +5.0% | 4,592 | $264K |
| Astoria Portfolio Advisors LLC. | 0.09% | Reduce -27.1% | 4,583 | $264K |
| Realta Investment Advisors | 0.11% | Add +48.3% | 4,532 | $263K |
| Texas Yale Capital Corp. | 0.01% | Add +4.6% | 4,550 | $262K |
| Balefire, LLC | 0.09% | Add +1.4% | 4,545 | $261K |
| Neuberger Berman Group LLC | 0.00% | New | 4,533 | $261K |
| Atlas Brown,Inc. | 0.09% | Reduce -9.4% | 4,519 | $260K |
| Quad-Cities Investment Group, LLC | 0.13% | Reduce -14.7% | 4,518 | $260K |
| Patton Albertson Miller Group, LLC | 0.03% | New | 4,515 | $260K |
| Veracity Capital LLC | 0.09% | New | 4,510 | $259K |
| Sonata Capital Group Inc. | 0.11% | Add +0.1% | 4,451 | $256K |
| Wolverine Trading, LLC | 0.01% | New | 4,383 | $254K |
| Encompass More Asset Management | 0.08% | Add +0.4% | 4,409 | $254K |
| Gallacher Capital Management LLC | 0.13% | Add +0.8% | 4,404 | $253K |
| Hengehold Capital Management LLC | 0.02% | Add +27.7% | 4,349 | $250K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,346 | $250K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -52.7% | 4,345 | $250K |
| Cabana LLC | 1.24% | New | 4,343 | $250K |
| Carson Advisory Inc. | 0.17% | Add +1.5% | 4,309 | $248K |
| Financial Gravity Companies, Inc. | 0.06% | Add +61.0% | 4,284 | $246K |
| Element Wealth, LLC | 0.13% | Reduce -46.2% | 4,266 | $245K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 4,255 | $245K |
| Wedmont Private Capital | 0.01% | New | 4,280 | $244K |
| Alpha Advisors, LLC | 0.25% | — | 4,180 | $240K |
| Atlas Capital Advisors Inc. | 0.03% | Add +56.5% | 4,166 | $240K |
| National Bank of Canada | 0.00% | Add +214.6% | 4,149 | $239K |
| MGB Wealth Management, LLC | 0.07% | Reduce -10.8% | 4,140 | $238K |
| Private Trust Co. NA | 0.02% | Add +32.9% | 4,128 | $237K |
| Naples Global Advisors, LLC | 0.02% | Reduce -3.5% | 4,090 | $237K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +15.3% | 4,084 | $235K |
| Fortem Financial Group, LLC | 0.09% | No change | 4,082 | $235K |
| Fiduciary Alliance LLC | 0.02% | New | 4,079 | $235K |
| Chris Bulman Inc | 0.15% | Add +0.1% | 4,049 | $233K |
| Thompson David Blair | 0.17% | — | 4,032 | $232K |
| Forum Financial Management, LP | 0.00% | New | 4,008 | $231K |
| Uniting Wealth Partners, LLC | 0.11% | — | 4,000 | $230K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.09% | Reduce -8.1% | 4,000 | $230K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 3,961 | $229K |
| Family Investment Center, Inc. | 0.06% | Reduce -1.7% | 3,982 | $229K |
| Dudley Capital Management, LLC | 0.12% | New | 3,965 | $228K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.6% | 3,952 | $227K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,907 | $225K |
| Westover Capital Advisors, LLC | 0.05% | Reduce -50.9% | 3,897 | $224K |
| Calton & Associates, Inc. | 0.10% | Reduce -93.7% | 3,857 | $222K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 3,855 | $222K |
| Fortitude Advisory Group L.L.C. | 0.13% | No change | 3,851 | $222K |
| Landmark Wealth Management, LLC | 0.10% | Add +5.1% | 3,833 | $221K |
| Fiduciary Financial Group, LLC | 0.05% | No change | 3,864 | $220K |
| Essex Bank | 0.05% | New | 3,809 | $219K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | New | 3,808 | $219K |
| Schaeffer Financial LLC | 0.22% | New | 3,792 | $218K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Reduce -62.0% | 3,784 | $218K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,787 | $218K |
| Weatherly Asset Management L. P. | 0.02% | Reduce -41.1% | 3,730 | $216K |
| Riverchase Wealth Management, LLC | 0.16% | — | 3,748 | $216K |
| Accurate Wealth Management, LLC | 0.04% | New | 3,740 | $215K |
| Jacobi Capital Management LLC | 0.02% | No change | 3,735 | $215K |
| Tableaux LLC | 0.18% | — | 3,730 | $215K |
| Financial Perspectives, Inc | 0.07% | Add +6.9% | 3,718 | $214K |
| Keybank National Association | 0.00% | Add +6.5% | 3,717 | $214K |
| SLT Holdings LLC | 0.21% | — | 3,706 | $213K |
| Seelaus Asset Management LLC | 0.20% | New | 3,700 | $213K |
| SP Asset Management LLC | 0.02% | Add +1.7% | 3,700 | $213K |
| Certuity, LLC | 0.02% | New | 3,678 | $212K |
| FLC Capital Advisors | 0.05% | No change | 3,672 | $211K |
| Nvest Financial, LLC | 0.11% | Reduce -25.0% | 3,646 | $210K |
| Jackson Hole Capital Partners, LLC | 0.04% | New | 3,640 | $209K |
| Zhang Financial LLC | 0.01% | New | 3,633 | $209K |
| Zacks Investment Management | 0.00% | New | 3,629 | $209K |
| Patron Partners, LLC | 0.11% | Add +2.9% | 3,594 | $207K |
| Choate Investment Advisors | 0.00% | No change | 3,575 | $206K |
| Concord Asset Management, LLC | 0.05% | Add +0.9% | 3,574 | $206K |
| Brown Wealth Management, LLC | 0.07% | New | 3,550 | $204K |
| Fluent Financial, LLC | 0.09% | Reduce -1.1% | 3,530 | $203K |
| Ridgecrest Wealth Partners, LLC | 0.11% | New | 3,500 | $201K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.8% | 3,439 | $198K |
| Bfsg, LLC | 0.02% | Reduce -25.1% | 3,438 | $198K |
| Dunhill Financial, LLC | 0.09% | Add +12.5% | 3,312 | $191K |
| Eagle Bay Advisors LLC | 0.12% | Add +4.6% | 3,230 | $187K |
| Tiemann Investment Advisors, LLC | 0.08% | Reduce -13.4% | 3,225 | $186K |
| Heck Capital Advisors, LLC | 0.02% | Add +651.1% | 3,117 | $179K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.9% | 3,026 | $174K |
| Empirical Asset Management, LLC | 0.06% | Add +211.7% | 14,571 | $166K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,875 | $165K |
| Glen Eagle Advisors, LLC | 0.03% | Add +323.2% | 2,861 | $165K |
| Smithfield Trust Co | 0.01% | New | 2,822 | $162K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,800 | $161K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,728 | $157K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 2,690 | $155K |
| Caitlin John, LLC | 0.10% | Add +0.7% | 2,641 | $152K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $149K |
| Wellington Shields & Co., LLC | 0.04% | No change | 2,500 | $144K |
| Global Trust Asset Management, LLC | 0.05% | Add +46.8% | 2,448 | $141K |
| Providence First Trust Co | 0.05% | New | 2,400 | $138K |
| RE Dickinson Investment Advisors, LLC | 0.12% | Add +0.8% | 2,376 | $138K |
| Anfield Capital Management, LLC | 0.05% | No change | 2,329 | $134K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 2,263 | $130K |
| Luminist Capital LLC | 0.23% | — | 2,234 | $128K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 2,186 | $125K |
| Greenline Partners, LLC | 0.02% | New | 2,172 | $125K |
| New Wave Wealth Advisors LLC | 0.05% | New | 2,154 | $124K |
| Knuff & Co LLC | 0.04% | New | 2,094 | $120K |
| Belvedere Trading LLC | 0.01% | New | 2,049 | $118K |
| Ravenstone Capital Management Inc. | 0.07% | New | 2,000 | $115K |
| GoalVest Advisory LLC | 0.03% | No change | 2,000 | $115K |
| Oarsman Capital, Inc. | 0.02% | Add +2.3% | 1,936 | $111K |
| Trust Co. of Vermont | 0.01% | Reduce -13.6% | 1,900 | $109K |
| WR Wealth Planners, LLC | 0.03% | No change | 1,876 | $108K |
| Westside Investment Management, Inc. | 0.02% | Add +12.5% | 1,800 | $104K |
| American National Bank & Trust | 0.01% | New | 1,800 | $104K |
| Beacon Capital Management, LLC | 0.01% | Add +25.2% | 1,798 | $103K |
| Coastline Trust Co | 0.01% | No change | 1,738 | $100K |
| Elevation Wealth Partners, LLC | 0.04% | Add +2.0% | 1,720 | $99K |
| HBC Financial Services, PLLC | 0.06% | Add +1.2% | 1,713 | $98K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $98K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.6% | 1,691 | $97K |
| Costello Asset Management, INC | 0.06% | Reduce -68.1% | 1,655 | $95K |
| Sugar Maple Asset Management, LLC | 0.07% | New | 1,628 | $94K |
| Optimum Investment Advisors | 0.04% | No change | 1,594 | $92K |
| Rialto Wealth Management, LLC | 0.03% | — | 1,589 | $91K |
| HM Payson & Co. | 0.00% | No change | 1,589 | $91K |
| Legacy Investment Solutions, LLC | 0.06% | Reduce -3.5% | 1,538 | $90K |
| Legacy Wealth Managment, LLC | 0.06% | Reduce -3.5% | 1,538 | $90K |
| Wintrust Investments LLC | 0.08% | Reduce -26.8% | 1,562 | $89K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -87.3% | 1,532 | $88K |
| Quadrant Capital Group LLC | 0.01% | Reduce -33.7% | 1,500 | $86K |
| Longview Financial Advisors LLC | 0.05% | — | 1,406 | $81K |
| NorthRock Partners, LLC | 0.00% | Add +20.9% | 1,364 | $79K |
| Highline Wealth Partners LLC | 0.03% | No change | 1,338 | $77K |
| Godsey & Gibb, Inc. | 0.01% | New | 1,329 | $76K |
| Atticus Wealth Management, LLC | 0.02% | Add +2.0% | 1,301 | $75K |
| Hollencrest Capital Management | 0.00% | Add +222.3% | 1,215 | $70K |
| Bogart Wealth, LLC | 0.00% | Add +13.7% | 1,161 | $67K |
| Elequin Capital, LP | 0.01% | New | 1,150 | $66K |
| Salem Investment Counselors Inc. | 0.00% | Add +2.3% | 1,117 | $65K |
| Sittner & Nelson, LLC | 0.03% | New | 1,116 | $64K |
| Abound Wealth Management | 0.02% | Add +1320.8% | 1,094 | $63K |
| Avion Wealth | 0.02% | Add +90.6% | 1,031 | $59K |
| Hantz Financial Services, Inc. | 0.00% | No change | 1,031 | $59K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,000 | $58K |
| North Star Investment Management Corp. | 0.00% | New | 1,000 | $58K |
| Pacifica Partners Inc. | 0.02% | Reduce -17.6% | 1,000 | $57K |
| Centricity Wealth Management, LLC | 0.05% | — | 974 | $56K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -53.9% | 974 | $56K |
| Pathway Financial Advisers, LLC | 0.02% | Add +17.0% | 969 | $56K |
| Arax Advisory Partners | 0.00% | Add +2.0% | 957 | $55K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 867 | $50K |
| Centerpoint Advisors, LLC | 0.02% | Add +1.9% | 851 | $49K |
| Valley National Advisers Inc. | 0.01% | No change | 869 | $49K |
| Perritt Capital Management Inc | 0.02% | Add +1.9% | 813 | $47K |
| Raffa Wealth Management, LLC | 0.01% | No change | 801 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 786 | $45K |
| Founders Financial Alliance, LLC | 0.01% | Add +1.6% | 768 | $44K |
| Roble, Belko & Company, Inc | 0.01% | No change | 763 | $44K |
| Missouri Trust & Investment Co | 0.01% | Add +737.2% | 720 | $41K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $41K |
| Park Square Financial Group, LLC | 0.03% | — | 700 | $40K |
| PSI Advisors, LLC | 0.01% | New | 685 | $39K |
| Fortitude Family Office, LLC | 0.01% | No change | 641 | $37K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Add +18.9% | 630 | $36K |
| Private Capital Management LLC | 0.01% | No change | 605 | $35K |
| Creative Capital Management Investments LLC | 0.01% | New | 564 | $32K |
| Crowley Wealth Management, Inc. | 0.03% | — | 550 | $32K |
| Painted Porch Advisors LLC | 0.02% | Reduce -6.5% | 544 | $31K |
| Salomon & Ludwin, LLC | 0.00% | Add +28.5% | 541 | $31K |
| Ulland Investment Advisors, LLC | 0.02% | New | 530 | $31K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 504 | $29K |
| Duncker Streett & Co. Inc. | 0.01% | New | 495 | $28K |
| 2UniFi Bank | 0.02% | — | 483 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 464 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | New | 415 | $24K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 407 | $23K |
| Synergy Asset Management, LLC | 0.00% | New | 389 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 400 | $23K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $23K |
| WealthShield Partners, LLC | 0.00% | No change | 397 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.4% | 374 | $22K |
| Nemes Rush Group LLC | 0.00% | New | 359 | $21K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| Headlands Technologies LLC | 0.00% | New | 320 | $18K |
| Natixis | 0.00% | No change | 300 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 301 | $17K |
| Atala Financial Inc | 0.01% | — | 300 | $17K |
| Dogwood Wealth Management LLC | 0.01% | New | 299 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 280 | $16K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -56.7% | 276 | $16K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 271 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 250 | $14K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 250 | $14K |
| Arlington Trust Co LLC | 0.00% | New | 250 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +368.0% | 234 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | — | 220 | $13K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $12K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 200 | $12K |
| Principia Wealth Advisory, LLC | 0.01% | — | 181 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 180 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 173 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 150 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -6.4% | 147 | $8K |
| First Community Trust NA | 0.01% | No change | 146 | $8K |
| Brooklyn Investment Group | 0.00% | New | 138 | $8K |
| FMR LLC | 0.00% | Reduce -9.6% | 123 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 113 | $7K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.1% | 99 | $6K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 91 | $5K |
| Marshall & Sterling Wealth Advisors Inc. | 0.00% | — | 87 | $5K |
| Semmax Financial Advisors Inc. | 0.00% | New | 83 | $5K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Human Investing LLC | 0.00% | New | 63 | $4K |
| Measured Risk Portfolios, Inc. | 0.00% | — | 60 | $3K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -93.8% | 60 | $3K |
| Luken Investment Analytics, LLC | 0.00% | No change | 56 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 55 | $3K |
| Tower View Wealth Management LLC | 0.00% | New | 51 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.7% | 38 | $3K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -98.0% | 39 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 27 | $2K |
| JNBA Financial Advisors | 0.00% | No change | 27 | $2K |
| Birchbrook, Inc. | 0.00% | Add +4.0% | 26 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 19 | $1K |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -96.5% | 18 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 16 | $948 |
| Creekmur Asset Management LLC | 0.00% | Reduce -14.3% | 6 | $369 |
| Jones Financial Companies LLLP | 0.00% | Reduce -95.3% | 6 | $345 |
| Anderson Financial Strategies, LLC | 0.00% | — | 1 | $38 |
| TrinityBridge Ltd | 0.00% | No change | 1,145 | $0 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -87.0% | 15 | $0 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.