JPMorgan Equity Premium IncoJEPIETF
13F holders, Q1 2025 (March 31)1,268holders +12
97new positions
74sold out
4famous investors
$57.01avg. 13F price*
At the end of Q1 2025, 1,268 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 12 from Q4 2024. 97 opened new positions and 74 sold out. The largest holders were Morgan Stanley ($2.5B), Bank of America Corp. ($1.9B) and JPMorgan Chase & Co. ($1.6B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 97 | $103.1M |
| Exits | 74 | $195.6M |
All 13F filers, Q4 2024 → Q1 2025: 33,107,137 shares bought and 9,232,633 shares sold, net +23,874,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,268 holders
| Morgan Stanley | 0.18% | Add +5.8% | 43,911,513 | $2.5B |
| Bank of America Corp. | 0.17% | Add +4.6% | 32,681,222 | $1.9B |
| JPMorgan Chase & Co. | 0.12% | Add +35.9% | 28,174,390 | $1.6B |
| Wells Fargo & Company | 0.22% | Add +8.0% | 15,714,403 | $897.9M |
| UBS Group AG | 0.11% | Add +8.9% | 8,351,919 | $477.2M |
| Royal Bank of Canada | 0.10% | Add +10.5% | 8,119,139 | $463.9M |
| Envestnet Asset Management Inc. | 0.14% | Add +11.3% | 7,611,329 | $434.9M |
| Raymond James Financial Inc. | 0.14% | Add +14.9% | 6,435,593 | $367.7M |
| Osaic Holdings, Inc. | 0.79% | Add +8.8% | 6,163,033 | $352.3M |
| Commonwealth Equity Services, LLC | 0.40% | Add +18.9% | 4,903,295 | $280.2M |
| Cetera Investment Advisers | 0.43% | Add +6.7% | 3,865,420 | $220.9M |
| HighTower Advisors, LLC | 0.29% | Add +1.3% | 3,728,338 | $213.0M |
| MML Investors Services, LLC | 0.61% | Add +17.1% | 3,199,188 | $182.8M |
| CIBC Private Wealth Group LLC | 0.37% | Reduce -0.3% | 3,428,448 | $175.3M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +7.1% | 3,033,921 | $173.4M |
| LPL Financial LLC | 0.06% | Add +12.4% | 2,504,557 | $143.1M |
| Janney Montgomery Scott LLC | 0.40% | Add +0.7% | 2,477,365 | $141.6M |
| Stifel Financial Corp. | 0.15% | Add +9.7% | 2,470,813 | $141.2M |
| RiverFront Investment Group, LLC | 2.60% | Add +2.0% | 2,043,968 | $116.8M |
| Cambridge Investment Research Advisors, Inc. | 0.39% | Add +3.7% | 2,043,548 | $116.8M |
| Cwm, LLC | 0.44% | Reduce -1.8% | 1,939,744 | $110.8M |
| Cornerstone Advisory, LLC | 12.45% | Add +4.4% | 1,926,444 | $106.7M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +8.3% | 1,710,856 | $97.8M |
| Confluence Wealth Services, Inc. | 6.04% | Add +11.5% | 1,766,767 | $95.8M |
| Enstar Group LTD | 33.19% | No change | 1,539,025 | $87.9M |
| First Foundation Advisors | 3.50% | Reduce -5.9% | 1,502,869 | $85.9M |
| Kestra Advisory Services, LLC | 0.41% | Add +13.0% | 1,493,777 | $85.4M |
| Clearstead Advisors, LLC | 1.32% | Add +6.0% | 1,487,458 | $85.0M |
| Rockefeller Capital Management L.P. | 0.20% | Add +5.3% | 1,439,436 | $82.2M |
| FAS Wealth Partners, Inc. | 6.60% | Add +7.7% | 1,415,648 | $80.9M |
| Atria Wealth Solutions, Inc. | 0.94% | Add +7.9% | 1,360,779 | $77.8M |
| Baird Financial Group, Inc. | 0.14% | Add +4.2% | 1,264,248 | $72.2M |
| Requisite Capital Management, LLC | 16.23% | Reduce -6.3% | 1,258,135 | $71.9M |
| PNC Financial Services Group, Inc. | 0.04% | Add +13.6% | 1,219,666 | $69.7M |
| Avantax Advisory Services, Inc. | 0.41% | Add +21.4% | 1,192,929 | $68.2M |
| Franklin Resources Inc. | 0.02% | Add +1.9% | 1,111,303 | $63.5M |
| Allworth Financial LP | 0.35% | Reduce -3.2% | 1,128,232 | $61.8M |
| Capital Advisors Inc. | 1.17% | Add +17.6% | 1,025,822 | $58.6M |
| Apollon Wealth Management, LLC | 1.25% | Add +29.4% | 996,040 | $56.9M |
| Cary Street Partners Financial LLC | 1.71% | Add +2.3% | 951,591 | $54.4M |
| Prime Capital Investment Advisors, LLC | 0.62% | Add +83.9% | 936,022 | $53.5M |
| Truist Financial Corp. | 0.08% | Add +8.9% | 891,711 | $51.0M |
| Steward Partners Investment Advisory, LLC | 0.44% | Add +11.3% | 868,379 | $49.6M |
| Brookstone Capital Management | 0.65% | Add +4.7% | 794,178 | $45.4M |
| Sandy Spring Bank | 1.85% | Add +4.9% | 770,714 | $44.0M |
| Prosperity Consulting Group, LLC | 3.37% | Add +7.6% | 763,976 | $43.7M |
| Teamwork Financial Advisors, LLC | 5.93% | Add +20.2% | 753,687 | $43.1M |
| Focus Partners Wealth | 0.10% | Add +6.9% | 730,813 | $41.8M |
| Pinnacle Associates Ltd. | 0.57% | Add +7.5% | 678,566 | $38.8M |
| HUB Investment Partners, LLC | 1.55% | Add +17.7% | 672,822 | $38.4M |
| Pacific Center for Financial Services | 10.18% | Add +0.4% | 671,810 | $38.4M |
| Jones Financial Companies LLLP | 0.03% | Add +11141850.0% | 668,517 | $37.9M |
| Sanctuary Advisors, LLC | 0.26% | Add +4.2% | 651,945 | $37.3M |
| Capital Investment Advisors, LLC | 0.73% | Reduce -18.2% | 651,454 | $37.2M |
| Oakworth Capital, Inc. | 2.59% | Add +1.0% | 650,469 | $37.2M |
| Kathmere Capital Management, LLC | 3.08% | Add +2.3% | 633,774 | $36.2M |
| Lebenthal Global Advisors, LLC | 6.77% | Add +1.7% | 631,853 | $36.1M |
| Coastal Bridge Advisors, LLC | 5.15% | Add +25.8% | 631,124 | $36.1M |
| Synovus Financial Corp. | 0.46% | Add +16.0% | 623,364 | $35.6M |
| Nottingham Advisors, Inc. | 5.40% | Reduce -16.1% | 618,128 | $35.3M |
| Melia Wealth LLC | 18.04% | Add +1.8% | 611,883 | $35.0M |
| &partners | 0.36% | Add +13.9% | 603,194 | $34.2M |
| Stephens Inc. | 0.49% | Add +12.2% | 589,462 | $33.7M |
| Bank of New York Mellon Corp | 0.01% | Add +4.8% | 586,093 | $33.5M |
| Magnus Financial Group LLC | 3.23% | Add +1.3% | 581,397 | $33.2M |
| Kestra Private Wealth Services, LLC | 0.54% | Add +14.3% | 561,244 | $32.1M |
| HBW Advisory Services LLC | 4.45% | Add +5.2% | 548,219 | $31.3M |
| Corrigan Financial, Inc. | 6.41% | Add +19.6% | 544,076 | $31.1M |
| Hilton Capital Management, LLC | 2.57% | Add +1.7% | 529,183 | $30.2M |
| Aptus Capital Advisors, LLC | 0.34% | Add +4.1% | 523,367 | $29.9M |
| Rational Advisors, Inc. | 3.07% | Reduce -6.7% | 511,836 | $29.2M |
| Prospera Financial Services Inc | 0.67% | Add +9.1% | 509,323 | $29.1M |
| Horizon Advisory Services, Inc. | 15.03% | Reduce -0.3% | 464,694 | $26.6M |
| Badgley Phelps Wealth Managers, LLC | 0.64% | Add +2.3% | 460,328 | $26.3M |
| Element Pointe Advisors, LLC | 6.39% | Add +1.6% | 460,228 | $26.3M |
| Bouchey Financial Group, Ltd. | 2.33% | Add +2.5% | 452,811 | $25.9M |
| Cornerstone Enterprises, LLC | 15.55% | Add +59.2% | 446,480 | $25.5M |
| Stratos Investment Management, LLC | 1.35% | Add +30.9% | 444,967 | $25.4M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +11.5% | 439,859 | $25.1M |
| MAI Capital Management | 0.19% | Add +5.9% | 431,103 | $24.6M |
| Mariner, LLC | 0.04% | Reduce -5.8% | 426,672 | $24.4M |
| Patten & Patten Inc. | 1.62% | Reduce -0.2% | 424,382 | $24.2M |
| Bokf, NA | 0.42% | Add +10.3% | 419,460 | $24.0M |
| Beta Wealth Group, Inc. | 8.59% | Add +84.7% | 418,492 | $23.9M |
| Fsa Wealth Partners, Inc. | 8.98% | Add +0.4% | 415,469 | $23.7M |
| Sterling Investment Counsel, LLC | 8.09% | Add +125.5% | 414,001 | $23.7M |
| Integrated Wealth Concepts LLC | 0.28% | Add +4.0% | 412,909 | $23.6M |
| Principal Securities, Inc. | 0.51% | Add +0.4% | 398,768 | $22.9M |
| Wagner Wealth Management, LLC | 5.48% | Add +12.1% | 384,890 | $22.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 2.04% | Add +12.3% | 382,194 | $21.8M |
| Thoroughbred Financial Services, LLC | 1.34% | Add +3.8% | 376,891 | $21.5M |
| Graypoint LLC | 1.34% | Add +1.5% | 376,462 | $21.5M |
| Advance Capital Management, Inc. | 1.02% | Add +9.5% | 372,621 | $21.3M |
| TigerOak Management, L.L.C. | 8.22% | Add +1.2% | 372,366 | $21.3M |
| Steele Capital Management, Inc. | 1.10% | Add +7.5% | 369,924 | $21.1M |
| Waverly Advisors, LLC | 0.25% | Add +38.3% | 364,108 | $20.8M |
| Orrstown Financial Services Inc. | 4.93% | Add +90.9% | 362,650 | $20.7M |
| Avantax Planning Partners, Inc. | 0.73% | Add +5.3% | 362,227 | $20.7M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +34.1% | 361,603 | $20.7M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +34.1% | 361,603 | $20.7M |
| Cooper Financial Group | 2.72% | Add +11.2% | 360,873 | $20.6M |
| Comerica Bank | 0.09% | Add +8.3% | 360,662 | $20.6M |
| Financial Counselors Inc. | 0.30% | Add +25.1% | 349,352 | $20.0M |
| J.W. Cole Advisors, Inc. | 0.61% | Reduce -20.9% | 343,368 | $19.6M |
| Citigroup Inc. | 0.01% | Add +70.0% | 340,094 | $19.4M |
| SK Wealth Management, LLC | 10.41% | Reduce -7.1% | 367,985 | $19.4M |
| DAVENPORT & Co LLC | 0.11% | Add +7.3% | 337,638 | $19.3M |
| WNY Asset Management, LLC | 2.28% | Add +55.3% | 335,828 | $19.2M |
| Beacon Financial Advisory LLC | 5.79% | Add +2.0% | 334,207 | $19.1M |
| Rothschild Investment LLC | 1.28% | Add +86.5% | 334,166 | $19.1M |
| Mechanics Bank Trust Department | 2.59% | Reduce -1.5% | 331,669 | $19.0M |
| Financial Partners Group, Inc | 2.87% | Reduce -28.7% | 325,350 | $18.6M |
| Global Wealth Management Investment Advisory, Inc. | 3.71% | Add +7.3% | 324,439 | $18.5M |
| GWN Securities Inc. | 1.04% | Add +1615.3% | 331,156 | $18.5M |
| B. Riley Wealth Advisors, Inc. | 0.56% | Reduce -6.0% | 319,997 | $18.3M |
| Childress Capital Advisors, LLC | 5.14% | Reduce -12.8% | 310,456 | $17.7M |
| Mgo One Seven LLC | 0.69% | Reduce -9.0% | 309,083 | $17.7M |
| Tradition Wealth Management, LLC | 1.55% | Reduce -4.2% | 308,358 | $17.6M |
| Lee Johnson Capital Management, LLC | 9.29% | Add +8.0% | 307,516 | $17.6M |
| MADDEN SECURITIES Corp | 6.75% | Add +5.6% | 304,375 | $17.4M |
| Kingsview Wealth Management, LLC | 0.32% | Add +38.4% | 301,803 | $17.2M |
| Global Assets Advisory, LLC | 3.24% | Add +187.6% | 316,909 | $17.2M |
| Iron Horse Wealth Management, LLC | 5.51% | Add +5.5% | 300,235 | $17.2M |
| Marquette Asset Management, LLC | 2.97% | Reduce -3.5% | 294,829 | $16.8M |
| Foundations Investment Advisors, LLC | 0.31% | Add +0.6% | 290,699 | $16.6M |
| St. Clair Advisors, LLC | 4.57% | Reduce -0.7% | 285,617 | $16.3M |
| Cresset Asset Management, LLC | 0.08% | Add +3.3% | 285,515 | $16.3M |
| Advisory Services Network, LLC | 0.31% | Add +17.5% | 284,897 | $16.3M |
| Fagan Associates, Inc. | 2.70% | Add +5.0% | 283,697 | $16.2M |
| Ergawealth Advisors, Inc. | 8.02% | Reduce -5.0% | 283,113 | $16.2M |
| B&D White Capital Company, LLC | 2.35% | New | 278,502 | $15.9M |
| Investment Advisory Services Inc. /TX | 5.72% | Add +1.0% | 276,690 | $15.8M |
| Curran Financial Partners, LLC | 3.86% | Add +12.2% | 275,440 | $15.7M |
| PFG Advisors | 0.87% | Add +8.8% | 272,775 | $15.6M |
| Wealth Advisors of Iowa, LLC | 6.67% | Add +12.1% | 271,552 | $15.5M |
| EP Wealth Advisors, LLC | 0.12% | Reduce -1.5% | 270,547 | $15.5M |
| Rezny Wealth Management, Inc. | 4.29% | Add +13.0% | 268,387 | $15.3M |
| Advisors Management Group Inc. | 3.31% | Add +1029.6% | 266,272 | $15.2M |
| Citadel Advisors | 0.01% | Add +150.0% | 265,214 | $15.2M |
| Axxcess Wealth Management, LLC | 0.41% | Add +49.7% | 262,006 | $15.0M |
| NewEdge Advisors, LLC | 0.09% | Add +3.9% | 261,274 | $14.9M |
| Mercer Global Advisors Inc. | 0.03% | Add +9.8% | 258,207 | $14.9M |
| Appleton Partners Inc. | 1.15% | Add +3.1% | 260,028 | $14.9M |
| 1 North Wealth Services LLC | 6.83% | Add +4.8% | 258,319 | $14.8M |
| Chicago Partners Investment Group LLC | 0.49% | Add +17.2% | 262,280 | $14.6M |
| Eaton Financial Holdings Company, LLC | 5.94% | Reduce -74.3% | 250,475 | $14.3M |
| Trinity Legacy Partners, LLC | 3.57% | Add +4.1% | 251,590 | $14.1M |
| Sfmg, LLC | 1.10% | Add +7.5% | 243,764 | $13.9M |
| Wealthcare Advisory Partners LLC | 0.37% | Add +4.0% | 243,748 | $13.9M |
| Captrust Financial Advisors | 0.03% | Add +9.8% | 242,670 | $13.9M |
| Creative Planning | 0.01% | Add +61.6% | 239,863 | $13.7M |
| Allen Capital Group, LLC | 1.57% | Add +17.6% | 239,643 | $13.7M |
| Dynamic Advisor Solutions LLC | 0.45% | Add +39.6% | 239,621 | $13.7M |
| Geneos Wealth Management Inc. | 0.46% | Add +1.9% | 238,104 | $13.6M |
| Visionary Wealth Advisors | 0.81% | Reduce -3.3% | 237,248 | $13.6M |
| Oppenheimer & Co. Inc. | 0.20% | Add +41.1% | 233,943 | $13.4M |
| Guardian Wealth Advisors, LLC / NC | 1.05% | Reduce -0.2% | 229,633 | $13.1M |
| Private Advisor Group, LLC | 0.08% | Add +48.5% | 229,059 | $13.1M |
| Rooted Wealth Advisors, Inc. | 5.60% | Add +0.6% | 249,478 | $13.0M |
| Sigma Planning Corp | 0.41% | Add +6.6% | 227,110 | $13.0M |
| Signature Wealth Management Partners, LLC | 8.35% | Add +22.4% | 223,271 | $12.8M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -1.6% | 222,375 | $12.7M |
| Mountain Capital Investment Advisors Inc. | 2.72% | Add +17.3% | 231,465 | $12.7M |
| SBI Securities Co., Ltd. | 0.42% | Add +3.1% | 222,061 | $12.7M |
| Curtis Advisory Group, LLC | 3.71% | Reduce -0.1% | 221,258 | $12.6M |
| Wick Capital Partners, LLC | 3.77% | Reduce -5.8% | 220,636 | $12.6M |
| First National Advisers, LLC | 2.00% | Add +8.7% | 218,895 | $12.5M |
| Centurion Wealth Management LLC | 3.91% | No change | 217,116 | $12.5M |
| CVA Family Office, LLC | 1.89% | Add +5.3% | 215,862 | $12.3M |
| Cascade Wealth Advisors, Inc | 8.29% | Add +55.4% | 219,932 | $12.0M |
| Argent Trust Co | 0.49% | Add +5.8% | 209,277 | $12.0M |
| Park Avenue Securities LLC | 0.15% | Add +178.3% | 208,924 | $11.9M |
| Sandbox Financial Partners, LLC | 4.19% | Add +5.6% | 207,685 | $11.9M |
| International Assets Investment Management, LLC | 1.03% | Reduce -3.7% | 205,029 | $11.7M |
| Choreo, LLC | 0.18% | Add +64.1% | 204,545 | $11.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.78% | Add +5.7% | 205,826 | $11.7M |
| Financial Guidance Group, Inc. | 6.24% | Add +4.2% | 202,325 | $11.6M |
| F/m Investments LLC | 0.46% | Reduce -1.9% | 201,615 | $11.5M |
| Financial Futures Ltd Liability Co. | 6.52% | Add +6.9% | 201,229 | $11.5M |
| Ellis Investment Partners, LLC | 2.38% | Reduce -1.0% | 201,136 | $11.5M |
| Columbus Macro, LLC | 1.51% | Add +8.5% | 200,248 | $11.4M |
| Northeast Financial Group, Inc. | 4.26% | Add +11.2% | 199,723 | $11.4M |
| Security National Bank | 2.14% | Reduce -0.1% | 197,798 | $11.3M |
| Fiduciary Family Office, LLC | 3.75% | New | 197,390 | $11.3M |
| World Investment Advisors | 0.29% | Add +11.2% | 196,699 | $11.2M |
| CFO4Life Group, LLC | 1.89% | Reduce -66.1% | 196,176 | $11.2M |
| Wedbush Securities Inc. | 0.41% | Reduce -6.1% | 195,520 | $11.2M |
| NWF Advisory Services Inc. | 1.57% | Reduce -3.0% | 195,398 | $11.2M |
| Merit Financial Group, LLC | 0.17% | Add +3.4% | 194,201 | $11.1M |
| Fermata Advisors, LLC | 1.97% | Add +5.0% | 190,910 | $10.9M |
| IVC Wealth Advisors LLC | 5.85% | Add +13.1% | 190,409 | $10.9M |
| CreativeOne Wealth, LLC | 0.33% | Reduce -15.8% | 190,370 | $10.9M |
| Pinnacle Financial Partners Inc | 0.22% | Add +25.4% | 189,804 | $10.8M |
| D.A. Davidson & Co. | 0.09% | Add +2.9% | 189,553 | $10.8M |
| Foguth Wealth Management, LLC. | 2.62% | Reduce -32.2% | 188,958 | $10.8M |
| Armor Investment Advisors, LLC | 4.44% | Add +2.0% | 187,946 | $10.7M |
| Mayfair Advisory Group, LLC | 6.19% | Add +12.1% | 187,739 | $10.7M |
| Harbour Investments, Inc. | 0.31% | Add +7.4% | 187,499 | $10.7M |
| U.S. Capital Wealth Advisors, LLC | 0.33% | Reduce -15.8% | 187,249 | $10.7M |
| Krilogy Financial LLC | 0.69% | Add +2.6% | 187,220 | $10.7M |
| Cassia Capital Partners, LLC | 6.65% | Reduce -2.3% | 186,460 | $10.7M |
| Bouvel Investment Partners, LLC | 4.00% | Add +1.2% | 178,840 | $10.6M |
| EverSource Wealth Advisors, LLC | 0.58% | Add +53.3% | 185,345 | $10.6M |
| Courier Capital LLC | 0.69% | Add +124.2% | 184,998 | $10.6M |
| AE Wealth Management LLC | 0.09% | Reduce -14.8% | 182,877 | $10.4M |
| Bernardo Wealth Planning LLC | 2.48% | Add +3.7% | 181,462 | $10.4M |
| Legacy Edge Advisors, LLC | 1.61% | New | 180,225 | $10.3M |
| Farther Finance Advisors, LLC | 0.26% | Add +332.7% | 181,026 | $10.3M |
| Apexium Financial, LP | 0.61% | Add +90.8% | 179,372 | $10.2M |
| High Net Worth Advisory Group LLC | 2.87% | Add +1.0% | 177,894 | $10.2M |
| Capital Analysts, LLC | 0.38% | Reduce -3.1% | 177,197 | $10.1M |
| Integrated Advisors Network LLC | 0.51% | Reduce -49.6% | 175,856 | $10.0M |
| ADG Wealth Management Group, LLC | 9.43% | Add +7.3% | 174,994 | $10.0M |
| Hedeker Wealth, LLC | 2.68% | Add +14.2% | 174,334 | $10.0M |
| Advisory Resource Group | 2.01% | Add +8.3% | 172,766 | $9.9M |
| Cadence Bank | 0.70% | Add +19.4% | 171,251 | $9.8M |
| Power Wealth Management LLC | 3.96% | Add +5.7% | 171,185 | $9.8M |
| Stonebridge Financial Group, LLC | 1.04% | Reduce -24.5% | 170,743 | $9.8M |
| Signal Advisors Wealth, LLC | 0.95% | Reduce -28.0% | 170,551 | $9.7M |
| Wealthfront Advisers LLC | 0.03% | Reduce -1.7% | 170,238 | $9.7M |
| Mutual Advisors, LLC | 0.28% | Add +45.5% | 175,109 | $9.6M |
| Blair William & Co. | 0.03% | Add +26.2% | 168,206 | $9.6M |
| Cambridge Advisors Inc. | 2.09% | Add +6.0% | 167,317 | $9.6M |
| Country Club Bank | 0.63% | Add +0.9% | 165,077 | $9.4M |
| Cibc World Market Inc. | 0.02% | Add +45.3% | 162,585 | $9.3M |
| VeraBank, N.A. | 2.59% | Reduce -8.1% | 162,224 | $9.3M |
| CENTRAL TRUST Co | 0.23% | Reduce -3.5% | 161,288 | $9.2M |
| Belpointe Asset Management LLC | 0.48% | Add +54.1% | 160,708 | $9.2M |
| Resonant Capital Advisors, LLC | 0.64% | Add +10.3% | 160,590 | $9.2M |
| Pinnacle Wealth Management, LLC | 10.28% | New | 159,767 | $9.1M |
| Ritter Daniher Financial Advisory LLC / DE | 2.49% | Add +8.1% | 159,682 | $9.1M |
| Community Bank, N.A. | 1.21% | Reduce -0.4% | 158,631 | $9.1M |
| Prentice Wealth Management LLC | 2.61% | Add +1583.7% | 158,339 | $9.0M |
| Wealthspire Retirement, LLC | 0.71% | Add +5.8% | 157,371 | $9.0M |
| Cerity Partners LLC | 0.02% | Add +18.5% | 156,787 | $9.0M |
| Baker Avenue Asset Management, LP | 0.28% | Add +1.5% | 156,740 | $9.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.20% | Add +1.6% | 160,189 | $9.0M |
| New England Private Wealth Advisors LLC | 1.38% | Add +7.8% | 156,578 | $8.9M |
| Snowden Capital Advisors LLC | 0.29% | Add +19.9% | 155,872 | $8.9M |
| Retirement Financial Solutions, LLC | 3.44% | Add +21.5% | 154,475 | $8.8M |
| AdvisorNet Financial, Inc | 0.65% | Add +34.3% | 153,180 | $8.8M |
| Selective Wealth Management, Inc. | 3.81% | Add +1.2% | 162,137 | $8.8M |
| Independent Financial Group, LLC | 0.30% | Reduce -14.7% | 152,610 | $8.7M |
| Spire Wealth Management | 0.28% | Add +26.4% | 151,225 | $8.6M |
| Larson Financial Group LLC | 0.40% | Add +39.2% | 146,811 | $8.4M |
| Retirement Planning Group, LLC / NY | 8.46% | Add +17.1% | 145,589 | $8.3M |
| Ameritas Advisory Services, LLC | 0.34% | Reduce -0.4% | 145,064 | $8.3M |
| StrongBox Wealth, LLC | 3.45% | Reduce -0.0% | 144,914 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.3% | 138,433 | $8.3M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Reduce -4.4% | 143,569 | $8.2M |
| Masso Torrence Wealth Management Inc. | 4.37% | Add +9.1% | 143,288 | $8.2M |
| StoneX Group Inc. | 0.45% | Reduce -0.0% | 143,095 | $8.2M |
| Montis Financial, LLC | 2.40% | Add +41.0% | 142,818 | $8.2M |
| Vienna Asset Management LLC | 6.42% | Add +41.8% | 142,344 | $8.1M |
| Daymark Wealth Partners, LLC | 0.35% | Reduce -12.3% | 141,524 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.17% | Add +35.2% | 141,001 | $8.1M |
| Brady Martz Wealth Solutions, LLC | 1.80% | Add +0.1% | 139,301 | $8.0M |
| Edgemoor Investment Advisors, Inc. | 0.73% | Add +5.8% | 137,611 | $7.9M |
| NorthCoast Asset Management LLC | 0.04% | Add +1.7% | 136,927 | $7.8M |
| NCM Capital Management, LLC | 3.50% | Add +8.8% | 136,307 | $7.8M |
| Atlantic Union Bankshares Corp | 0.47% | Add +3.1% | 136,157 | $7.8M |
| Sagespring Wealth Partners, LLC | 0.20% | Add +10.9% | 135,467 | $7.7M |
| 49 Wealth Management, LLC | 0.93% | Reduce -3.6% | 135,360 | $7.7M |
| Koshinski Asset Management, Inc. | 0.65% | Add +0.5% | 134,438 | $7.7M |
| Verity Asset Management, Inc. | 3.11% | Reduce -18.3% | 133,635 | $7.6M |
| Fairway Wealth LLC | 2.80% | Add +5.1% | 132,724 | $7.6M |
| SeaCrest Wealth Management, LLC | 0.86% | Add +5.9% | 132,497 | $7.6M |
| Lake Street Private Wealth, LLC | 1.24% | Add +6.4% | 132,463 | $7.6M |
| Cobblestone Asset Management LLC | 4.37% | Add +12.8% | 131,095 | $7.5M |
| GAMMA Investing LLC | 0.56% | Add +8.2% | 130,565 | $7.5M |
| Legacy Private Trust Co. | 0.51% | Reduce -11.2% | 130,103 | $7.4M |
| Traynor Capital Management, Inc. | 0.62% | Add +40.5% | 128,290 | $7.3M |
| Aprio Wealth Management, LLC | 0.92% | Add +5.9% | 128,238 | $7.3M |
| Nations Financial Group Inc, /Ia/ | 0.56% | Reduce -9.0% | 127,463 | $7.3M |
| Vicus Capital | 0.68% | Add +4.9% | 126,916 | $7.3M |
| TD Waterhouse Canada Inc. | 0.06% | Add +133.8% | 125,928 | $7.1M |
| SMART Wealth LLC | 2.56% | Add +15.2% | 124,866 | $7.1M |
| Garden State Investment Advisory Services LLC | 2.28% | Add +13.5% | 124,472 | $7.1M |
| New York Life Investment Management LLC | 0.07% | Add +38.6% | 123,783 | $7.1M |
| Forefront Wealth Management Inc. | 6.53% | Add +4.5% | 123,554 | $7.1M |
| Capital Investment Advisory Services, LLC | 0.63% | Add +27.6% | 122,441 | $7.0M |
| Principle Wealth Partners LLC | 0.50% | Add +8.4% | 121,828 | $7.0M |
| Intrepid Financial Planning Group LLC | 3.22% | Add +4.8% | 121,634 | $7.0M |
| Hunter Associates Investment Management LLC | 1.07% | Add +0.8% | 120,876 | $6.9M |
| Evergreen Wealth Management, LLC | 4.11% | Add +2.9% | 120,421 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.62% | Add +11.8% | 119,446 | $6.8M |
| Destiny Wealth Partners, LLC | 1.08% | Add +4.3% | 119,345 | $6.8M |
| Integrity Investment Advisors, LLC | 6.22% | — | 119,182 | $6.8M |
| Channel Wealth LLC | 2.12% | Reduce -0.4% | 119,171 | $6.8M |
| FRG Family Wealth Advisors LLC | 1.31% | Add +24.8% | 119,054 | $6.8M |
| Sterling Investment Advisors, Ltd. | 1.62% | Add +19.1% | 118,146 | $6.8M |
| Financial Alternatives, Inc | 4.79% | Add +4.5% | 117,660 | $6.7M |
| Eastern Bank | 0.13% | Reduce -10.9% | 117,305 | $6.7M |
| Strategic Blueprint, LLC | 0.36% | Add +18.7% | 116,280 | $6.6M |
| MBA Advisors LLC | 3.20% | Add +8.1% | 113,250 | $6.5M |
| Lowe Wealth Advisors, LLC | 2.74% | Add +2.7% | 112,959 | $6.5M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +21.8% | 112,847 | $6.4M |
| Community Financial Services Group, LLC | 1.38% | Add +38.0% | 111,442 | $6.4M |
| MIdWestOne Financial Group, Inc. | 0.90% | Reduce -3.7% | 111,340 | $6.4M |
| PFG Investments, LLC | 0.41% | Add +10.0% | 110,923 | $6.3M |
| Kennedy Investment Group, Inc. | 2.83% | Add +5.3% | 106,638 | $6.1M |
| Vivid Wealth Management, LLC | 3.04% | Add +2.6% | 106,225 | $6.1M |
| Ocean Park Asset Management, LLC | 0.22% | Reduce -60.6% | 106,094 | $6.1M |
| Sowell Financial Services LLC | 0.27% | Add +0.7% | 104,496 | $6.0M |
| Benjamin Edwards Inc. | 0.08% | Add +20.6% | 104,304 | $6.0M |
| Perissos Private Wealth Management, LLC | 5.43% | Add +2.0% | 104,194 | $6.0M |
| Capital Advisors Wealth Management, LLC | 1.05% | Add +6.0% | 104,100 | $5.9M |
| Modern Wealth Management, LLC | 0.19% | Add +7.8% | 104,029 | $5.9M |
| N.E.W. Advisory Services LLC | 0.45% | Add +44.2% | 103,970 | $5.9M |
| Thomasville National Bank | 0.43% | Add +0.9% | 103,741 | $5.9M |
| Kingstone Capital Partners Texas, LLC | 4.77% | Add +10.1% | 103,730 | $5.9M |
| Grant/GrossMendelsohn, LLC | 3.29% | Reduce -7.4% | 107,327 | $5.9M |
| Atria Investments, Inc | 0.08% | Reduce -36.0% | 102,958 | $5.9M |
| Moors & Cabot, Inc. | 0.30% | Add +1.1% | 102,927 | $5.9M |
| Evermay Wealth Management LLC | 0.77% | Reduce -1.3% | 102,892 | $5.9M |
| Southeast Asset Advisors, LLC | 0.72% | Add +4.5% | 102,429 | $5.9M |
| Aventura Private Wealth, LLC | 3.03% | Reduce -9.7% | 101,283 | $5.8M |
| Cornerstone Wealth Group, LLC | 0.48% | Add +32.4% | 101,205 | $5.8M |
| Cahill Financial Advisors Inc. | 0.79% | Add +6.8% | 101,119 | $5.8M |
| Turn8 Private Wealth Inc. | 4.52% | Reduce -32.6% | 101,121 | $5.8M |
| ZEGA Investments, LLC | 1.68% | Add +189.9% | 99,974 | $5.7M |
| Walkner Condon Financial Advisors LLC | 1.15% | Reduce -17.8% | 99,920 | $5.7M |
| Essex Financial Services, Inc. | 0.41% | Reduce -2.6% | 99,167 | $5.7M |
| KMG Fiduciary Partners, LLC | 0.46% | Reduce -8.4% | 96,615 | $5.5M |
| Continuum Advisory, LLC | 0.71% | Add +10.6% | 95,990 | $5.5M |
| Archer Investment Corp | 1.42% | Add +17.5% | 95,848 | $5.5M |
| Assetmark, Inc. | 0.01% | Add +10.1% | 94,142 | $5.4M |
| Flagstar Securities, Inc. | 1.37% | Add +33.5% | 93,475 | $5.3M |
| Fragasso Financial Advisors Inc | 0.39% | Reduce -64.4% | 92,352 | $5.3M |
| Delta Investment Management, LLC | 1.06% | Reduce -15.7% | 92,076 | $5.3M |
| J2 Capital Management Inc | 4.81% | Add +2.3% | 91,604 | $5.2M |
| Caerus Investment Advisors, LLC | 5.04% | Add +4.8% | 91,412 | $5.2M |
| Herbst Group, LLC | 3.69% | Add +9.8% | 91,184 | $5.2M |
| Sierra Ocean, LLC | 4.11% | Add +5.2% | 91,062 | $5.2M |
| Centaurus Financial, Inc. | 0.31% | Add +9.3% | 90,736 | $5.2M |
| Milestone Asset Management, LLC | 1.10% | Add +3.4% | 89,899 | $5.1M |
| Eagle Bluffs Wealth Management LLC | 2.71% | Reduce -31.2% | 89,730 | $5.1M |
| Prevail Innovative Wealth Advisors, LLC | 1.36% | Reduce -5.2% | 89,666 | $5.1M |
| Greater Midwest Financial Group, LLC | 3.56% | Add +7.1% | 89,503 | $5.1M |
| Harbor Investment Advisory, LLC | 0.50% | Add +0.9% | 89,429 | $5.1M |
| First Hawaiian Bank | 0.74% | Add +232.0% | 88,485 | $5.1M |
| Focused Wealth Management, Inc | 0.68% | Add +3.8% | 87,660 | $5.0M |
| Investment Partners Asset Management, Inc. | 3.87% | Add +1.2% | 86,190 | $4.9M |
| Lionsbridge Wealth Management LLC | 4.38% | Reduce -6.7% | 86,167 | $4.9M |
| Boyum Wealth Architects LLC | 4.78% | — | 86,044 | $4.9M |
| Intrua Financial, LLC | 0.76% | Reduce -3.0% | 85,446 | $4.9M |
| Penney Financial, LLC | 3.20% | Add +5.9% | 85,147 | $4.9M |
| AQR Capital Management | 0.01% | Add +28.1% | 84,790 | $4.8M |
| O'ROURKE & COMPANY, Inc | 2.38% | Add +5.8% | 84,037 | $4.8M |
| Next Level Private LLC | 1.78% | Add +7.9% | 83,499 | $4.8M |
| NFSG Corp | 1.16% | Add +5.7% | 83,450 | $4.8M |
| Summit Financial Wealth Advisors, LLC | 0.94% | Add +3.0% | 83,280 | $4.8M |
| Avior Wealth Management, LLC | 0.18% | Add +16.8% | 82,490 | $4.7M |
| Arete Wealth Advisors, LLC | 0.36% | Add +7.2% | 81,619 | $4.7M |
| Madrona Financial Services, LLC | 1.28% | Add +10.7% | 81,265 | $4.6M |
| Joseph P. Lucia & Associates, LLC | 2.11% | Add +3.8% | 80,663 | $4.6M |
| Members Advisory Group LLC | 1.92% | Reduce -19.3% | 80,221 | $4.6M |
| Gries Financial LLC | 0.89% | Add +4.0% | 79,895 | $4.6M |
| Gotham Asset Management | 0.04% | Add +14.4% | 79,506 | $4.5M |
| Clark Wealth Partners | 3.33% | Add +21.8% | 78,656 | $4.5M |
| Ulland Investment Advisors, LLC | 3.87% | Add +14585.5% | 77,833 | $4.4M |
| Insigneo Advisory Services, LLC | 0.46% | Add +39.8% | 77,684 | $4.4M |
| Transce3nd, LLC | 1.97% | Add +2.9% | 77,421 | $4.4M |
| NewEdge Wealth, LLC | 0.08% | Reduce -30.3% | 76,694 | $4.4M |
| Princeton Global Asset Management LLC | 0.87% | Reduce -1.6% | 76,592 | $4.4M |
| Lowery Thomas, LLC | 2.99% | Add +1.3% | 76,417 | $4.4M |
| Meadow Creek Wealth Advisors LLC | 3.24% | Add +5.5% | 76,050 | $4.3M |
| Heritage Trust Co | 0.53% | Add +1.5% | 75,906 | $4.3M |
| Capstone Wealth Management Group LLC | 3.45% | Reduce -2.2% | 75,692 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.24% | Reduce -26.9% | 75,658 | $4.3M |
| Weil Company, Inc. | 1.29% | Add +22.5% | 75,484 | $4.3M |
| Allred Capital Management, LLC | 1.72% | Add +4.1% | 75,339 | $4.3M |
| Smartleaf Asset Management LLC | 0.41% | Add +1.2% | 75,513 | $4.3M |
| Fifth Third Securities, Inc. | 0.36% | Add +6.8% | 74,639 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | New | 73,834 | $4.2M |
| Silverlake Wealth Management LLC | 1.61% | Add +0.6% | 73,208 | $4.2M |
| Merkkuri Wealth Advisors LLC | 3.58% | Add +1.5% | 73,112 | $4.2M |
| Trajan Wealth LLC | 0.23% | Add +3.4% | 72,968 | $4.2M |
| Calton & Associates, Inc. | 0.95% | Add +1790.5% | 72,916 | $4.2M |
| Summit Wealth Partners, LLC | 0.84% | Reduce -1.6% | 72,199 | $4.1M |
| Parsons Capital Management Inc. | 0.22% | Add +282.1% | 72,063 | $4.1M |
| SFE Investment Counsel | 0.82% | New | 71,564 | $4.1M |
| Monterey Private Wealth, Inc. | 1.19% | Add +28.2% | 70,772 | $4.0M |
| Walter & Keenan Wealth Management LLC /in/ | 1.21% | Add +9.0% | 70,486 | $4.0M |
| Money Concepts Capital Corp. | 0.30% | Add +18.2% | 70,180 | $4.0M |
| Snider Financial Group | 1.30% | Add +4.2% | 70,065 | $4.0M |
| StoneCrest Wealth Management, Inc. | 2.54% | Add +2.7% | 69,876 | $4.0M |
| RDA Financial Network | 1.19% | Add +2.9% | 69,781 | $4.0M |
| Retirement Guys Formula LLC | 1.97% | Reduce -61.5% | 69,407 | $4.0M |
| Worth Financial Advisory Group, LLC | 2.51% | Reduce -1.1% | 69,015 | $3.9M |
| Procyon Advisors, LLC | 0.24% | Reduce -17.8% | 68,690 | $3.9M |
| IFP Advisors, Inc | 0.12% | Reduce -49.7% | 68,583 | $3.9M |
| Weinberger Asset Management, Inc | 1.68% | Add +0.3% | 68,528 | $3.9M |
| CAP Partners, LLC | 2.84% | Add +4.3% | 68,520 | $3.9M |
| Integrity Alliance, Llc. | 0.15% | New | 67,798 | $3.9M |
| Helium Advisors LLC | 2.82% | Add +60.3% | 67,769 | $3.9M |
| Windsor Capital Management, LLC | 1.18% | Add +787.3% | 67,104 | $3.8M |
| CW Advisors, LLC | 0.05% | Add +474.8% | 66,277 | $3.8M |
| 4WEALTH Advisors, Inc. | 4.20% | Add +6.2% | 66,400 | $3.8M |
| Ausdal Financial Partners, Inc. | 0.29% | Add +12.0% | 66,375 | $3.8M |
| Investment Planning Advisors, Inc. | 1.54% | Reduce -2.1% | 66,137 | $3.8M |
| LifeWealth Investments, LLC | 1.82% | Add +60.8% | 66,124 | $3.8M |
| Smith, Moore & Co. | 0.35% | Add +3.0% | 65,967 | $3.8M |
| Claro Advisors Inc. | 0.50% | Add +15.3% | 65,952 | $3.8M |
| Ascentis Independent Advisors | 0.75% | Reduce -3.0% | 65,913 | $3.8M |
| Private Wealth Partners, LLC | 0.31% | Add +80.0% | 65,459 | $3.7M |
| RFG Advisory, LLC | 0.10% | Add +12.9% | 64,882 | $3.7M |
| FourThought Financial Partners, LLC | 0.38% | Add +2.4% | 63,888 | $3.7M |
| Fairway Financial, LLC | 3.31% | Reduce -1.4% | 63,777 | $3.6M |
| Napatree Capital LLC | 2.05% | Add +7.1% | 63,674 | $3.6M |
| Semus Wealth Partners LLC | 2.52% | Add +7.0% | 63,399 | $3.6M |
| Whipplewood Advisors, LLC | 2.14% | Reduce -39.6% | 22,966 | $3.6M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -8.1% | 63,089 | $3.6M |
| Little House Capital LLC | 0.99% | New | 62,918 | $3.6M |
| Citizens Financial Group Inc. | 0.07% | Add +180.1% | 62,642 | $3.6M |
| Interchange Capital Partners, LLC | 1.00% | Add +0.8% | 62,448 | $3.6M |
| RPg Family Wealth Advisory, LLC | 1.01% | Add +12.0% | 61,955 | $3.5M |
| Goldstone Financial Group, LLC | 0.53% | Reduce -10.3% | 61,363 | $3.5M |
| West Michigan Advisors, LLC | 1.15% | Add +3.9% | 60,683 | $3.5M |
| D'Orazio & Associates, Inc. | 0.53% | Reduce -1.9% | 60,543 | $3.5M |
| Sulzberger Capital Advisors, Inc. | 4.48% | Reduce -32.7% | 59,608 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -16.1% | 59,078 | $3.4M |
| AIFG Consultants Ltd. | 5.54% | Reduce -5.1% | 58,824 | $3.4M |
| Bay Capital Advisors, LLC | 2.79% | Add +7.2% | 58,642 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -14.4% | 58,597 | $3.3M |
| Evolution Wealth Advisors, LLC | 0.56% | Reduce -7.5% | 58,458 | $3.3M |
| Ignite Planners, LLC | 0.65% | Reduce -2.3% | 60,067 | $3.3M |
| AlphaStar Capital Management, LLC | 0.33% | Add +226.8% | 57,850 | $3.3M |
| SlateStone Wealth, LLC | 0.33% | Reduce -8.4% | 57,474 | $3.3M |
| Wealthspan Partners, LLC | 1.51% | Add +27.4% | 57,382 | $3.3M |
| Silver Oak Securities, Incorporated | 0.31% | Add +5.3% | 57,736 | $3.3M |
| Ehrlich Financial Group | 2.38% | Reduce -0.7% | 57,090 | $3.3M |
| Rockport Wealth LLC | 1.15% | Reduce -4.0% | 56,883 | $3.3M |
| Clarity Wealth Advisors, LLC | 0.90% | Add +2.1% | 56,870 | $3.2M |
| Prudential PLC | 0.02% | No change | 56,400 | $3.2M |
| Newport Capital Group, LLC | 2.32% | Add +61.8% | 56,343 | $3.2M |
| Planning Directions Inc. | 1.37% | Add +8.8% | 56,223 | $3.2M |
| Means Investment Co., Inc. | 0.34% | Reduce -19.9% | 56,043 | $3.2M |
| SkyOak Wealth, LLC | 0.70% | Add +12.4% | 55,970 | $3.2M |
| Bank of Montreal | 0.00% | Add +20.8% | 55,552 | $3.2M |
| Register Financial Advisors LLC | 1.65% | Add +10.3% | 55,423 | $3.2M |
| J Hagan Capital, Inc. | 2.56% | — | 54,762 | $3.2M |
| Focus Financial Network, Inc. | 0.13% | Add +2.7% | 54,925 | $3.1M |
| Bellevue Asset Management, LLC | 1.70% | Add +1.8% | 54,513 | $3.1M |
| Bristlecone Advisors, LLC | 0.25% | Reduce -1.7% | 54,395 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +11.8% | 54,361 | $3.1M |
| AlphaCore Capital LLC | 0.26% | New | 54,298 | $3.1M |
| Ameriflex Group, Inc. | 1.27% | Add +20.5% | 54,275 | $3.1M |
| Saxony Capital Management, LLC | 2.71% | Add +40.9% | 53,964 | $3.1M |
| Regal Investment Advisors LLC | 0.25% | Reduce -65.8% | 53,914 | $3.1M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +42.7% | 53,882 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Add +32.1% | 53,289 | $3.0M |
| Herold Advisors, Inc. | 0.67% | Add +0.3% | 53,120 | $3.0M |
| Retirement Planning Group, LLC | 0.14% | Reduce -0.9% | 53,041 | $3.0M |
| Moser Wealth Advisors, LLC | 1.58% | Add +11.1% | 52,750 | $3.0M |
| Fortress Financial Solutions, LLC | 4.34% | Add +5.2% | 52,512 | $3.0M |
| Beaumont Financial Advisors, LLC | 0.23% | Add +0.4% | 52,083 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +3.5% | 51,985 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +12.0% | 51,825 | $3.0M |
| Lanark Financial, Inc. | 0.25% | — | 51,200 | $2.9M |
| Scott Capital Advisors, LLC | 0.87% | Add +5.3% | 50,904 | $2.9M |
| Patten Group, Inc. | 0.66% | Add +0.5% | 50,566 | $2.9M |
| TrueWealth Advisors, LLC | 0.95% | Reduce -5.0% | 50,522 | $2.9M |
| Sovran Advisors, LLC | 0.37% | Reduce -3.6% | 53,651 | $2.9M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Reduce -81.2% | 50,341 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -8.3% | 49,867 | $2.8M |
| Shepherd Kaplan Krochuk, LLC | 2.44% | Reduce -12.9% | 49,863 | $2.8M |
| Panoramic Investment Advisors, LLC | 1.92% | Reduce -1.6% | 49,681 | $2.8M |
| Redmond Asset Management, LLC | 0.73% | Add +1.2% | 49,580 | $2.8M |
| Beam Wealth Advisors, Inc. | 0.96% | Reduce -3.3% | 49,580 | $2.8M |
| Jefferies Financial Group Inc. | 0.05% | Reduce -19.3% | 49,535 | $2.8M |
| HB Wealth Management, LLC | 0.02% | Add +3.1% | 49,451 | $2.8M |
| M.E. Allison & Co., Inc. | 2.76% | Add +6.2% | 48,883 | $2.8M |
| Prosperity Financial Group, Inc. | 1.39% | Add +9.8% | 48,742 | $2.8M |
| Base Wealth Management LLC | 2.12% | — | 48,656 | $2.8M |
| Sunpointe, LLC | 1.48% | Add +12.3% | 48,656 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.67% | Add +54.4% | 48,599 | $2.8M |
| Haverford Trust Co | 0.03% | Add +118.8% | 48,207 | $2.8M |
| Cordgrass Capital Advisors, LLC | 0.79% | Reduce -21.3% | 48,117 | $2.7M |
| Verus Capital Partners, LLC | 0.27% | Add +2.3% | 47,809 | $2.7M |
| FMA Wealth Management, LLC | 2.09% | Add +0.7% | 45,754 | $2.7M |
| Armstrong, Fleming & Moore, Inc | 3.29% | Add +335.3% | 47,515 | $2.7M |
| GFS Advisors, LLC | 0.54% | New | 47,380 | $2.7M |
| First PREMIER Bank | 0.68% | Reduce -0.3% | 47,207 | $2.7M |
| SevenBridge Financial Group, LLC | 0.53% | Reduce -22.7% | 47,767 | $2.7M |
| Acorn Wealth Advisors, LLC | 1.11% | Add +0.3% | 46,582 | $2.7M |
| First Commonwealth Financial Corp | 0.63% | New | 46,465 | $2.7M |
| Archford Capital Strategies, LLC | 0.39% | Add +400.7% | 46,454 | $2.7M |
| Pallas Capital Advisors LLC | 0.11% | Add +5.5% | 46,429 | $2.7M |
| Three Magnolias Financial Advisors, LLC | 2.24% | Add +20.4% | 46,332 | $2.6M |
| MAS Advisors LLC | 4.07% | Add +36.2% | 46,303 | $2.6M |
| Frederick Financial Consultants, LLC | 1.90% | Add +4.2% | 46,174 | $2.6M |
| San Luis Wealth Advisors LLC | 0.60% | New | 46,169 | $2.6M |
| Websterrogers Financial Advisors, LLC | 0.90% | Add +8.0% | 46,063 | $2.6M |
| Lido Advisors, LLC | 0.02% | Add +8.2% | 45,992 | $2.6M |
| Rovin Capital /Ut/ | 0.85% | Add +6.1% | 45,982 | $2.6M |
| Marino, Stram & Associates LLC | 0.58% | Add +7.8% | 45,813 | $2.6M |
| Purus Wealth Management, LLC | 1.11% | Reduce -0.7% | 45,655 | $2.6M |
| Gill Capital Partners, LLC | 0.90% | Add +9.7% | 45,628 | $2.6M |
| 3EDGE Asset Management, LP | 0.18% | Add +67.5% | 45,445 | $2.6M |
| EWG Elevate Inc. | 0.98% | Add +9.4% | 45,368 | $2.6M |
| Diversify Wealth Management, LLC | 0.19% | Add +39.5% | 46,822 | $2.6M |
| Crescent Grove Advisors, LLC | 0.27% | Reduce -65.6% | 45,118 | $2.6M |
| Avestar Capital, LLC | 0.24% | Reduce -6.6% | 45,020 | $2.6M |
| Level Four Advisory Services, LLC | 0.11% | Add +3.0% | 44,984 | $2.6M |
| Corient Private Wealth LP | 0.00% | Reduce -65.5% | 44,983 | $2.6M |
| Sachetta, LLC | 1.05% | Add +1.6% | 44,801 | $2.6M |
| Parallel Advisors, LLC | 0.06% | Reduce -0.8% | 44,217 | $2.5M |
| Wincap Financial LLC | 2.39% | Add +16.4% | 44,063 | $2.5M |
| Cora Capital Advisors LLC | 1.20% | Add +381.7% | 43,903 | $2.5M |
| Lifestyle Asset Management, Inc. | 1.37% | Reduce -31.0% | 43,647 | $2.5M |
| JSF Financial, LLC | 0.66% | Add +28.5% | 43,558 | $2.5M |
| M Holdings Securities, Inc. | 0.41% | Add +7.2% | 43,453 | $2.5M |
| CoreFirst Bank & Trust | 1.59% | Add +1.5% | 43,317 | $2.5M |
| LexAurum Advisors, LLC | 0.48% | Add +32.4% | 43,150 | $2.5M |
| Cibc World Markets Corp. | 0.02% | Add +1.9% | 43,137 | $2.5M |
| Sax Wealth Advisors, LLC | 0.18% | Add +62.9% | 42,990 | $2.5M |
| Kovack Advisors, Inc. | 0.26% | Reduce -9.2% | 42,833 | $2.4M |
| Oxinas Partners, LLC | 1.45% | Add +1.2% | 42,826 | $2.4M |
| Guardian Financial Partners, LLC | 1.16% | Add +7.5% | 42,579 | $2.4M |
| SteelPeak Wealth, LLC | 0.10% | Add +1.5% | 42,502 | $2.4M |
| Hourglass Capital, LLC | 0.63% | No change | 42,150 | $2.4M |
| KFG Wealth Management, LLC | 0.44% | Add +41.7% | 42,067 | $2.4M |
| Private Client Services, LLC | 1.18% | Add +3.0% | 41,731 | $2.4M |
| Arkadios Wealth Advisors | 0.09% | Add +41.5% | 41,576 | $2.4M |
| United Advisor Group, LLC | 0.49% | Reduce -1.2% | 41,485 | $2.4M |
| Financial Management Network Inc. | 0.53% | Reduce -1.9% | 45,300 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -74.4% | 40,789 | $2.3M |
| Bleakley Financial Group, LLC | 0.07% | Reduce -55.3% | 40,712 | $2.3M |
| Campbell Deegan Wealth Management, LLC | 2.66% | Add +79.2% | 40,502 | $2.3M |
| Carr Financial Group Corp | 0.76% | Add +20.3% | 40,483 | $2.3M |
| Kestra Investment Management, LLC | 0.04% | Add +284.1% | 47,230 | $2.3M |
| Littlejohn Financial Services, Inc. | 1.81% | Add +6.0% | 40,023 | $2.3M |
| Anchor Capital Management Group Inc | 1.05% | No change | 40,000 | $2.3M |
| Bravias Capital Group, LLC | 1.84% | Add +9.6% | 39,801 | $2.3M |
| Round Rock Advisors LLC | 0.42% | Add +11.6% | 39,665 | $2.3M |
| Ancora Advisors LLC | 0.05% | Reduce -1.1% | 39,649 | $2.3M |
| Sheets Smith Wealth Management | 0.28% | Add +30.1% | 39,370 | $2.2M |
| Tableaux LLC | 1.61% | Add +950.4% | 39,180 | $2.2M |
| Transcend Capital Advisors, LLC | 0.16% | Add +9.4% | 39,174 | $2.2M |
| Independent Wealth Network Inc. | 0.89% | Add +7.9% | 39,161 | $2.2M |
| Venture Visionary Partners LLC | 0.09% | Add +12.6% | 38,438 | $2.2M |
| Chapin Davis, Inc. | 0.75% | Add +82.5% | 38,358 | $2.2M |
| Greenwich Wealth Management LLC | 0.17% | Reduce -39.6% | 38,327 | $2.2M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.37% | Add +56.6% | 38,131 | $2.2M |
| Integras Partners LLC | 2.08% | Add +16.0% | 38,045 | $2.2M |
| Westbourne Investments, Inc. | 1.31% | Reduce -7.2% | 38,020 | $2.2M |
| Brookwood Investment Group LLC | 0.37% | — | 37,831 | $2.2M |
| Rahlfs Capital, LLC | 2.15% | No change | 37,543 | $2.1M |
| Spinnaker Investment Group, LLC | 0.48% | Add +63.4% | 37,463 | $2.1M |
| Clear Creek Financial Management, LLC | 0.22% | Reduce -0.7% | 37,276 | $2.1M |
| Hexagon Capital Partners LLC | 0.40% | Reduce -5.6% | 36,751 | $2.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.37% | Reduce -10.0% | 36,673 | $2.1M |
| Armstrong Advisory Group, Inc. | 0.17% | No change | 36,254 | $2.1M |
| Mainstream Capital Management LLC | 1.65% | Reduce -8.7% | 36,435 | $2.1M |
| Optima Capital LLC | 1.32% | Add +242.6% | 36,230 | $2.1M |
| Van Hulzen Asset Management, LLC | 0.19% | Add +2.3% | 36,172 | $2.1M |
| Vigilare Wealth Management | 0.82% | Reduce -4.4% | 36,069 | $2.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.72% | Add +1.1% | 35,822 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.80% | Add +3.6% | 35,808 | $2.0M |
| True North Advisors, LLC | 0.36% | Add +41.0% | 35,751 | $2.0M |
| Empire Financial Management Company, LLC | 0.63% | Add +1.4% | 35,732 | $2.0M |
| Gables Capital Management Inc. | 1.01% | Reduce -1.4% | 35,599 | $2.0M |
| Anderson Financial Strategies, LLC | 1.24% | Add +3558700.0% | 35,588 | $2.0M |
| Whalen Wealth Management Inc. | 1.36% | Reduce -48.1% | 35,584 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.75% | Add +18.9% | 35,468 | $2.0M |
| 5T Wealth, LLC | 1.15% | Add +2.0% | 35,280 | $2.0M |
| Bell Bank | 0.11% | Reduce -24.7% | 35,272 | $2.0M |
| Integral Investment Advisors, Inc. | 0.64% | Reduce -57.5% | 35,051 | $2.0M |
| Grant Private Wealth Management Inc | 2.16% | Reduce -11.5% | 34,976 | $2.0M |
| Moseley Investment Management Inc. | 0.78% | Add +9.6% | 34,881 | $2.0M |
| Proficio Capital Partners LLC | 0.15% | New | 34,800 | $2.0M |
| Scotia Capital Inc. | 0.01% | Reduce -21.0% | 34,788 | $2.0M |
| Legacy Capital Wealth Partners, LLC | 0.49% | Reduce -6.7% | 34,677 | $2.0M |
| Capital Advisory Group Advisory Services, LLC | 0.75% | Add +1.5% | 34,165 | $2.0M |
| McDonald Partners LLC | 0.51% | Add +11.4% | 34,035 | $1.9M |
| Legacy Financial Strategies, LLC | 0.42% | Add +84.8% | 33,914 | $1.9M |
| Triumph Capital Management | 0.64% | Reduce -28.3% | 33,874 | $1.9M |
| Sound Income Strategies, LLC | 0.11% | Add +58.4% | 33,767 | $1.9M |
| Crewe Advisors LLC | 0.27% | Add +6.9% | 33,737 | $1.9M |
| Unique Wealth, LLC | 0.36% | Reduce -27.5% | 33,624 | $1.9M |
| Joel Isaacson & Co., LLC | 0.09% | Add +154.6% | 33,501 | $1.9M |
| Worth Asset Management, LLC | 1.04% | No change | 33,424 | $1.9M |
| Sage Capital Management, LLC | 1.04% | Add +0.7% | 33,404 | $1.9M |
| Riverbend Wealth Management, LLC | 1.70% | Reduce -0.1% | 33,303 | $1.9M |
| IHT Wealth Management, LLC | 0.06% | Reduce -19.9% | 33,359 | $1.9M |
| CPC Advisors, LLC | 0.26% | Reduce -0.9% | 33,269 | $1.9M |
| Clarity Capital Partners LLC | 0.77% | Reduce -0.9% | 33,264 | $1.9M |
| Frontier Asset Management, LLC | 0.55% | Reduce -9.3% | 33,121 | $1.9M |
| Kraematon Investment Advisors, Inc. | 1.91% | Reduce -5.6% | 32,911 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 32,807 | $1.9M |
| Mayflower Financial Advisors, LLC | 0.28% | Add +3.8% | 32,670 | $1.9M |
| BG Investment Services, LLC | 2.01% | Add +20.6% | 32,608 | $1.9M |
| PKS Advisory Services, LLC | 0.51% | Reduce -2.2% | 32,456 | $1.9M |
| Maia Wealth LLC | 0.42% | Reduce -21.9% | 33,839 | $1.8M |
| Ring Mountain Capital, LLC | 1.38% | Add +4.7% | 32,234 | $1.8M |
| Somerset Trust Co | 0.65% | Add +10.4% | 31,938 | $1.8M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Add +2.0% | 31,928 | $1.8M |
| Wealthcare Capital Partners, LLC | 0.94% | Reduce -8.4% | 31,829 | $1.8M |
| Red Mountain Financial, LLC | 2.21% | Add +7.0% | 31,694 | $1.8M |
| BKM Wealth Management, LLC | 0.74% | Add +2.3% | 31,495 | $1.8M |
| Bridgewealth Advisory Group, LLC | 2.35% | Reduce -74.6% | 31,235 | $1.8M |
| Grantvest Financial Group LLC | 1.43% | Add +9.4% | 30,907 | $1.8M |
| Cascade Investment Group, Inc. | 1.35% | Reduce -1.4% | 30,712 | $1.8M |
| National Philanthropic Trust | 0.03% | No change | 30,409 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +2.2% | 30,345 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Add +30.0% | 30,308 | $1.7M |
| Nelson Capital Management, LLC | 0.30% | Reduce -2.9% | 30,130 | $1.7M |
| ELCO Management Co., LLC | 0.94% | No change | 29,800 | $1.7M |
| PDS Planning, Inc | 0.14% | Add +9.4% | 29,703 | $1.7M |
| Post Resch Tallon Group Inc. | 1.74% | Reduce -2.7% | 30,032 | $1.7M |
| Flputnam Investment Management Co. | 0.03% | Add +22.6% | 29,636 | $1.7M |
| Simplicity Wealth,LLC | 0.13% | Add +105.3% | 29,127 | $1.7M |
| Concord Wealth Partners | 0.27% | Add +1.9% | 28,944 | $1.7M |
| Plotkin Financial Advisors, LLC | 1.01% | Reduce -6.5% | 28,711 | $1.6M |
| BOK Financial Private Wealth, Inc. | 0.12% | Add +25.5% | 28,703 | $1.6M |
| Palacios Wealth Management, LLC | 1.22% | Add +13.5% | 14,392 | $1.6M |
| FSB Premier Wealth Management, Inc. | 0.64% | Reduce -4.5% | 28,567 | $1.6M |
| Coordinated Financial Services, Inc. | 1.27% | — | 28,486 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.77% | Add +10.0% | 28,451 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.1% | 28,388 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +46.2% | 28,196 | $1.6M |
| Wealth Effects LLC | 0.68% | Reduce -32.4% | 28,183 | $1.6M |
| Mission Wealth Management, LP | 0.04% | Add +14.4% | 27,706 | $1.6M |
| Drive Wealth Management, LLC | 0.37% | Add +17.2% | 27,685 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -3.5% | 27,658 | $1.6M |
| Norris Financial Group, LLC | 0.74% | New | 27,620 | $1.6M |
| Lokken Investment Group LLC | 0.66% | Add +11.1% | 27,350 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +5.5% | 27,348 | $1.6M |
| Founders Financial Securities LLC | 0.13% | Add +9.4% | 28,193 | $1.6M |
| Sovereign Financial Group, Inc. | 0.36% | Add +14.9% | 27,109 | $1.5M |
| Lifeworks Advisors, LLC | 0.26% | Add +522.4% | 27,043 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +4.5% | 26,941 | $1.5M |
| Modus Advisors, LLC | 0.50% | Reduce -3.4% | 26,857 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Add +15.2% | 26,580 | $1.5M |
| Cypress Capital Management LLC (WY) | 1.79% | Reduce -1.9% | 26,286 | $1.5M |
| Note Advisors, LLC | 1.24% | Add +12.0% | 26,216 | $1.5M |
| Winebrenner Capital Management LLC | 1.34% | Reduce -11.4% | 25,953 | $1.5M |
| Asset Allocation Strategies LLC | 0.37% | Add +8.0% | 25,750 | $1.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.35% | Add +19.4% | 25,605 | $1.5M |
| TFR Capital, LLC. | 0.61% | Add +182.2% | 25,562 | $1.5M |
| Park Edge Advisors, LLC | 0.41% | Add +10.3% | 25,462 | $1.5M |
| Fifth Third Bancorp | 0.01% | Reduce -9.8% | 25,443 | $1.5M |
| Wealth Dimensions Group, Ltd. | 0.35% | Add +4.7% | 25,416 | $1.5M |
| Heritage Wealth Management, Inc. | 0.49% | Add +15.5% | 25,407 | $1.5M |
| Burling Wealth Partners, LLC | 0.30% | Reduce -6.8% | 25,062 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.61% | Add +13.4% | 24,953 | $1.4M |
| Bright Futures Wealth Management, LLC. | 1.58% | Reduce -2.0% | 27,030 | $1.4M |
| Inspire Advisors, LLC | 0.16% | New | 24,793 | $1.4M |
| Novem Group | 0.20% | Add +8.9% | 24,781 | $1.4M |
| Institute for Wealth Management, LLC. | 0.18% | Add +0.7% | 24,725 | $1.4M |
| Leelyn Smith, LLC | 0.25% | Add +3.5% | 24,691 | $1.4M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.59% | Add +4.2% | 24,614 | $1.4M |
| Benchmark Financial Wealth Advisors, LLC | 0.52% | Add +9.3% | 24,088 | $1.4M |
| BCGM Wealth Management, LLC | 0.42% | Reduce -1.0% | 24,084 | $1.4M |
| Wealth Alliance, LLC | 0.17% | Reduce -3.3% | 24,016 | $1.4M |
| Delta Financial Group, Inc. | 0.31% | Add +12.2% | 23,701 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +10.9% | 23,630 | $1.4M |
| Prosperitas Financial LLC | 0.69% | New | 23,304 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.90% | Add +19.6% | 23,289 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +12.8% | 23,206 | $1.3M |
| Paladin Advisory Group, LLC | 1.05% | Add +5.4% | 23,063 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +98.5% | 23,005 | $1.3M |
| LGT Financial Advisors LLC | 4.00% | Add +43.3% | 22,928 | $1.3M |
| Marshall Financial Group, LLC | 0.29% | Reduce -80.0% | 22,868 | $1.3M |
| Aurdan Capital Management, LLC | 0.49% | Add +83.0% | 22,804 | $1.3M |
| Strategic Financial Concepts, LLC | 0.24% | Add +0.7% | 22,787 | $1.3M |
| WealthPlan Investment Management, LLC | 0.13% | Add +9.1% | 22,761 | $1.3M |
| Main Line Retirement Advisors, LLC | 0.84% | Reduce -7.0% | 22,619 | $1.3M |
| RoundAngle Advisors LLC | 1.18% | Add +0.9% | 22,528 | $1.3M |
| Trueblood Wealth Management, LLC | 0.60% | Reduce -6.2% | 22,517 | $1.3M |
| Generation Capital Management LLC | 1.15% | Add +124.1% | 22,421 | $1.3M |
| ERn Financial, LLC | 0.20% | Add +3.0% | 22,084 | $1.3M |
| First Heartland Consultants, Inc. | 0.13% | Reduce -8.6% | 22,063 | $1.3M |
| Beckerman Institutional, LLC | 0.91% | Reduce -8.6% | 21,900 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -17.6% | 21,790 | $1.2M |
| Autumn Glory Partners, LLC | 0.62% | Add +6.0% | 21,736 | $1.2M |
| Sloy Dahl & Holst, LLC | 0.22% | Add +72.8% | 21,705 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.9% | 21,674 | $1.2M |
| Chung Wu Investment Group, LLC | 1.47% | Reduce -2.3% | 21,532 | $1.2M |
| LRI Investments, LLC | 0.12% | Reduce -1.4% | 21,507 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +240.3% | 21,503 | $1.2M |
| Cannon Wealth Management Services, LLC | 1.09% | Add +13.1% | 22,006 | $1.2M |
| Pointe Capital Management LLC | 0.72% | Reduce -3.1% | 21,412 | $1.2M |
| Red Crane Wealth Management, LLC | 1.16% | Add +1.9% | 21,148 | $1.2M |
| Aurora Private Wealth, Inc. | 0.96% | Reduce -5.8% | 21,008 | $1.2M |
| Andina Capital Management, LLC | 0.85% | Reduce -3.2% | 20,796 | $1.2M |
| Millennium Capital Advisors, LLC | 0.88% | Add +6.8% | 20,760 | $1.2M |
| Howard Financial Services, LTD. | 0.16% | Reduce -4.0% | 20,635 | $1.2M |
| Midwest Professional Planners, LTD. | 0.36% | Add +5.3% | 20,509 | $1.2M |
| Security National Bank of So Dak | 0.66% | New | 20,435 | $1.2M |
| Bessemer Group Inc. | 0.00% | Reduce -90.0% | 20,393 | $1.2M |
| Noble Wealth Management PBC | 0.79% | Reduce -50.6% | 20,280 | $1.2M |
| KKM Financial LLC | 0.49% | Add +5.9% | 20,094 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.22% | Add +0.2% | 20,078 | $1.1M |
| Meridian Wealth Management, LLC | 0.06% | Add +4.8% | 20,067 | $1.1M |
| Pasadena Private Wealth, LLC | 0.22% | New | 19,985 | $1.1M |
| Obsidian Cio, LLC | 0.19% | Add +5.1% | 19,979 | $1.1M |
| Novus Advisors, LLC | 1.15% | Add +1.4% | 19,947 | $1.1M |
| Mendel Capital Management LLC | 0.69% | Add +0.1% | 19,934 | $1.1M |
| Ashton Thomas Securities, LLC | 0.31% | Add +2.8% | 19,703 | $1.1M |
| Howard Wealth Management, LLC | 0.63% | Add +0.0% | 19,672 | $1.1M |
| Nordwand Advisors, LLC | 0.42% | Reduce -15.1% | 19,565 | $1.1M |
| Thrive Capital Management, LLC | 0.67% | Reduce -63.6% | 19,555 | $1.1M |
| Bellwether Advisors, LLC | 0.23% | No change | 19,393 | $1.1M |
| Cathy Pareto & Associates, Inc. | 0.98% | Add +46.2% | 19,334 | $1.1M |
| Kelly Financial Services LLC | 0.38% | Reduce -40.7% | 19,327 | $1.1M |
| AllSquare Wealth Management LLC | 0.66% | Add +4.1% | 19,324 | $1.1M |
| Marion Wealth Management | 0.29% | Add +3.7% | 19,307 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +0.1% | 19,222 | $1.1M |
| CPA Asset Management Group, LLC | 0.48% | Add +41.0% | 19,193 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -7.0% | 19,162 | $1.1M |
| Mission Financial Group, LLC | 1.01% | — | 19,307 | $1.1M |
| VestGen Advisors, LLC | 0.05% | — | 19,078 | $1.1M |
| FWG Holdings, LLC | 0.53% | Add +10.6% | 19,654 | $1.1M |
| LJI Wealth Management, LLC | 0.22% | Add +22.4% | 18,987 | $1.1M |
| Williams & Novak, LLC | 1.06% | Add +50.0% | 19,108 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Add +33.9% | 18,971 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 18,878 | $1.1M |
| Frank, Rimerman Advisors LLC | 0.08% | Add +85.5% | 18,751 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.71% | Add +2.4% | 18,646 | $1.1M |
| Tempus Wealth Planning, LLC | 0.32% | Add +84.8% | 18,639 | $1.1M |
| Waterloo Capital, L.P. | 0.10% | Reduce -80.4% | 18,619 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.35% | No change | 18,384 | $1.1M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -42.1% | 18,399 | $1.1M |
| Tucker Asset Management LLC | 0.34% | Reduce -8.2% | 18,291 | $1.0M |
| Cardiff Park Advisors, LLC | 0.10% | Add +2.3% | 18,288 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.07% | No change | 18,186 | $1.0M |
| Hancock Whitney Corp. | 0.03% | Add +151.3% | 18,134 | $1.0M |
| BCS Wealth Management | 0.26% | New | 18,025 | $1.0M |
| Cozad Asset Management Inc. | 0.10% | Add +4.3% | 17,962 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -13.4% | 17,850 | $1.0M |
| Innovative Wealth Building LLC | 0.93% | Add +142.1% | 17,753 | $1.0M |
| Lewis Asset Management, LLC | 0.83% | Add +14.1% | 17,642 | $1.0M |
| Tandem Financial, LLC | 1.10% | Add +34.8% | 17,612 | $1.0M |
| Aviance Capital Partners, LLC | 0.14% | Add +2.1% | 17,575 | $1.0M |
| Syntegra Private Wealth Group, LLC | 0.12% | Reduce -3.9% | 17,538 | $1.0M |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -53.0% | 17,369 | $992K |
| Nautilus Advisors LLC | 0.82% | Add +3.7% | 17,319 | $990K |
| Dakota Wealth Management | 0.02% | Reduce -0.5% | 17,127 | $979K |
| Prosperity Wealth Management, Inc. | 0.46% | Reduce -0.4% | 17,117 | $978K |
| Dover Advisors, LLC | 0.43% | Reduce -18.8% | 17,097 | $977K |
| LongView Wealth Management | 0.29% | Add +67.5% | 17,087 | $976K |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -1.5% | 16,957 | $969K |
| XML Financial, LLC | 0.09% | Add +158.0% | 16,900 | $966K |
| American Trust | 0.24% | Reduce -80.7% | 16,857 | $963K |
| Compass Ion Advisors, LLC | 0.11% | Reduce -10.9% | 16,791 | $959K |
| Resolute Wealth Strategies, LLC | 0.54% | Reduce -3.5% | 16,781 | $959K |
| Menard Financial Group LLC | 0.63% | Reduce -3.4% | 17,250 | $955K |
| Nvwm, LLC | 0.25% | Add +1.8% | 16,695 | $954K |
| GeoWealth Management, LLC | 0.04% | Reduce -20.3% | 16,693 | $954K |
| Legacy Bridge, LLC | 0.53% | Reduce -4.7% | 16,668 | $952K |
| Independent Investors Inc. | 0.20% | Add +15.6% | 16,665 | $952K |
| White Knight Strategic Wealth Advisors, LLC | 0.86% | Reduce -18.6% | 16,406 | $937K |
| IAM Advisory, LLC | 0.24% | Add +8.9% | 16,386 | $936K |
| JT Stratford LLC | 0.17% | Add +15.8% | 16,372 | $935K |
| Monument Capital Management | 0.29% | Reduce -12.6% | 16,303 | $932K |
| Reyes Financial Architecture, Inc. | 0.68% | Reduce -17.3% | 16,181 | $925K |
| Blue Chip Partners, LLC | 0.08% | Reduce -2.4% | 16,163 | $924K |
| Acorns Advisers, LLC | 0.01% | Add +24.0% | 16,138 | $922K |
| Tyche Wealth Partners LLC | 0.20% | Add +157.5% | 16,121 | $921K |
| Bluespring Wealth Management, LLC | 0.09% | Add +1.5% | 16,118 | $921K |
| Independent Advisor Alliance | 0.03% | Add +21.6% | 16,113 | $921K |
| Detalus Advisors, LLC | 0.29% | Reduce -21.3% | 16,051 | $917K |
| Jupiter Wealth Management LLC | 0.55% | No change | 16,250 | $915K |
| Two Sigma Securities, LLC | 0.14% | Add +109.2% | 15,906 | $909K |
| Lineweaver Wealth Advisors, LLC | 0.15% | Reduce -0.5% | 15,634 | $893K |
| Alpha Financial Partners LLC | 0.72% | Add +29.4% | 15,610 | $892K |
| Argyle Capital Partners, LLC | 0.76% | Reduce -1.5% | 15,607 | $892K |
| Ascentis Wealth Management, LLC | 0.28% | New | 15,539 | $884K |
| Solutions 4 Wealth, Ltd | 1.56% | Add +1.2% | 15,441 | $882K |
| Camelot Portfolios, LLC | 0.54% | New | 15,178 | $867K |
| Hilltop Holdings Inc. | 0.05% | Reduce -78.1% | 15,143 | $865K |
| Capital Advisors, Ltd. LLC | 0.11% | Add +8.1% | 15,073 | $861K |
| Cooper Capital Advisors LLC | 0.92% | Reduce -12.3% | 15,021 | $858K |
| Bank of New Hampshire | 0.22% | Reduce -4.3% | 15,000 | $857K |
| Zions Bancorporation, National Association | 0.05% | — | 15,000 | $857K |
| Brown Miller Wealth Management, LLC | 0.30% | Add +20.9% | 14,964 | $855K |
| Beck Bode, LLC | 0.16% | Reduce -17.4% | 14,951 | $854K |
| Cascades Capital Asset Management, LLC | 0.47% | Add +62.7% | 14,892 | $851K |
| Goldman Sachs Group Inc. | 0.00% | New | 14,830 | $847K |
| Cherry Creek Investment Advisors, Inc. | 0.44% | Add +0.1% | 14,796 | $845K |
| Tranquility Partners, LLC | 0.32% | Add +7.6% | 14,653 | $837K |
| Floyd Financial Group LLC | 0.76% | Add +11.2% | 14,634 | $836K |
| Perkins Coie Trust Co | 0.19% | New | 14,485 | $828K |
| Studio Investment Management LLC | 0.17% | New | 14,415 | $824K |
| STAR Financial Bank | 0.60% | Reduce -3.2% | 14,404 | $823K |
| Taylor & Morgan Wealth Management, LLC | 0.62% | Reduce -11.5% | 14,400 | $823K |
| Skyline Advisors, Inc. | 0.32% | Add +26.8% | 14,395 | $823K |
| L & S Advisors Inc | 0.12% | Reduce -3.0% | 14,384 | $822K |
| Thompson Davis & Co., Inc. | 0.65% | Add +7.6% | 14,359 | $820K |
| Rockingstone Advisors LLC | 0.37% | Reduce -4.5% | 14,335 | $819K |
| Murphy & Mullick Capital Management Corp | 0.79% | Add +25.1% | 14,323 | $818K |
| MRA Advisory Group | 0.44% | Add +0.9% | 14,322 | $818K |
| Darden Wealth Group Inc | 0.64% | Add +0.7% | 14,250 | $814K |
| Capital Planning LLC | 0.23% | Add +46.0% | 14,187 | $811K |
| Castle Rock Wealth Management, LLC | 0.22% | Reduce -4.4% | 14,285 | $810K |
| Diversified Portfolios, Inc. | 0.08% | Add +1.8% | 14,107 | $806K |
| Navis Wealth Advisors, LLC | 0.79% | Reduce -36.4% | 14,087 | $805K |
| Kane Investment Management, Inc. | 0.39% | Add +2.6% | 13,973 | $798K |
| Grandview Asset Management LLC | 0.30% | Add +0.1% | 13,795 | $788K |
| Seaview Investment Managers LLC | 0.19% | Reduce -10.6% | 13,768 | $787K |
| Indie Asset Partners, LLC | 0.68% | Reduce -2.6% | 13,765 | $787K |
| Annex Advisory Services, LLC | 0.02% | Reduce -13.7% | 13,700 | $783K |
| Columbia Asset Management | 0.16% | No change | 13,634 | $779K |
| Betterment LLC | 0.00% | Reduce -10.5% | 13,512 | $772K |
| West Bancorporation Inc. | 0.52% | Reduce -1.8% | 13,485 | $771K |
| Smallwood Wealth Investment Management, LLC | 0.47% | Add +11.9% | 13,148 | $751K |
| Souders Financial Advisors | 0.10% | Add +1.4% | 13,074 | $747K |
| Mascoma Wealth Management LLC | 0.18% | Add +5.7% | 12,983 | $742K |
| Novare Capital Management LLC | 0.06% | Reduce -12.2% | 12,923 | $738K |
| Brasada Capital Management, LP | 0.15% | Reduce -12.5% | 14,388 | $736K |
| Alliance Wealth Advisors, LLC | 0.43% | Add +1.7% | 12,829 | $733K |
| Activest Wealth Management | 0.20% | Add +0.4% | 12,815 | $732K |
| Independence Bank of Kentucky | 0.11% | Reduce -3.8% | 12,790 | $731K |
| Tyler-Stone Wealth Management | 0.13% | No change | 12,724 | $727K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +7.2% | 12,720 | $727K |
| Consolidated Portfolio Review Corp | 0.12% | Add +7.7% | 12,574 | $718K |
| Wellington Shields Capital Management, LLC | 0.13% | Add +0.0% | 12,420 | $710K |
| Balboa Wealth Partners | 0.17% | Add +25.0% | 12,377 | $707K |
| TFB Advisors LLC | 0.20% | Add +15.7% | 12,297 | $703K |
| Sanders Morris Harris LLC | 0.11% | Add +48.6% | 12,231 | $698K |
| Latitude Advisors, LLC | 0.40% | Add +15.7% | 12,160 | $695K |
| Schechter Investment Advisors, LLC | 0.06% | New | 12,106 | $692K |
| Invst, LLC | 0.09% | New | 12,081 | $690K |
| Florida Financial Advisors, LLC | 0.27% | Add +72.4% | 12,091 | $690K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +46.2% | 11,878 | $679K |
| Madison Wealth Partners, Inc | 0.17% | Add +25.7% | 11,867 | $678K |
| Auour Investments LLC | 0.25% | Reduce -21.6% | 12,192 | $678K |
| Personal Cfo Solutions, LLC | 0.14% | Reduce -1.9% | 11,738 | $671K |
| Milestone Asset Management Group, LLC | 0.60% | Add +1.4% | 11,624 | $664K |
| Tradewinds, LLC. | 0.19% | Reduce -9.8% | 11,603 | $663K |
| Marcum Wealth, LLC | 0.06% | Reduce -8.6% | 11,582 | $662K |
| Arcus Capital Partners, LLC | 0.26% | Add +94.0% | 11,520 | $658K |
| Mascagni Wealth Management, Inc. | 0.65% | No change | 11,474 | $656K |
| Curi Capital, LLC | 0.02% | Add +11.2% | 11,472 | $656K |
| Caprock Group, LLC | 0.02% | Reduce -0.8% | 11,467 | $655K |
| Concorde Asset Management, LLC | 0.35% | Add +37.0% | 11,891 | $652K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +21.1% | 11,399 | $651K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | New | 11,294 | $645K |
| DeDora Capital, Inc. | 0.19% | Add +23.8% | 11,294 | $645K |
| Spahn Wealth & Retirement LLC | 0.47% | Reduce -4.5% | 11,275 | $644K |
| John W. Brooker & Co., CPAs | 0.26% | Add +48.0% | 11,162 | $638K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -40.5% | 11,529 | $637K |
| Morse Asset Management, Inc | 0.16% | Reduce -0.3% | 11,028 | $630K |
| IPG Investment Advisors LLC | 0.14% | Reduce -3.7% | 10,962 | $626K |
| Fortress Wealth Management, Inc. | 0.33% | Add +0.9% | 10,961 | $626K |
| Fiduciary Group, LLC | 0.06% | Add +104.2% | 10,922 | $624K |
| American Money Management, LLC | 0.12% | Reduce -10.0% | 10,870 | $621K |
| Lakeridge Wealth Management LLC | 0.31% | Add +38.0% | 10,834 | $619K |
| Future Financial Wealth Managment LLC | 0.45% | Add +1.1% | 10,773 | $616K |
| Code Waechter LLC | 0.50% | New | 10,568 | $604K |
| Journey Strategic Wealth LLC | 0.02% | Add +28.3% | 10,481 | $599K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -4.1% | 10,429 | $596K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +6.5% | 10,476 | $595K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -37.3% | 10,986 | $593K |
| American Financial Advisors, LLC | 0.09% | Reduce -2.0% | 10,335 | $591K |
| Ascension Capital Advisors, Inc. | 0.27% | Add +0.3% | 10,318 | $590K |
| One Capital Management, LLC | 0.02% | Reduce -8.7% | 10,300 | $589K |
| AlTi Global, Inc. | 0.02% | Reduce -0.5% | 10,196 | $583K |
| Bay Rivers Group | 0.30% | Add +33.1% | 10,167 | $581K |
| Hurley Capital, LLC | 0.44% | Add +86.4% | 10,139 | $579K |
| American Capital Advisory, LLC | 0.31% | Add +0.2% | 10,110 | $578K |
| Argent Advisors, Inc. | 0.19% | No change | 10,027 | $573K |
| Hixon Zuercher, LLC | 0.20% | Add +14.8% | 10,018 | $572K |
| Trust Co | 0.07% | Add +8.4% | 10,005 | $572K |
| Quadcap Wealth Management, LLC | 0.08% | Reduce -16.5% | 9,981 | $570K |
| Innovative Advisory Group, LLC | 0.54% | Add +114.9% | 9,972 | $570K |
| Moneco Advisors, LLC | 0.06% | Add +7.4% | 9,947 | $568K |
| Mattern Wealth Management LLC | 0.13% | Add +2.4% | 9,904 | $566K |
| Naviter Wealth, LLC | 0.07% | Reduce -0.8% | 9,946 | $564K |
| Security National Bank of Sioux City Iowa | 0.41% | New | 9,845 | $563K |
| Signaturefd, LLC | 0.01% | Add +13.9% | 9,807 | $560K |
| Key Financial Inc | 0.12% | No change | 9,798 | $560K |
| Coign Capital Advisors LLC | 0.43% | Reduce -23.2% | 9,787 | $559K |
| Fiduciary Financial Group, LLC | 0.12% | Add +170.7% | 10,459 | $559K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Reduce -0.9% | 9,677 | $553K |
| Fiduciary Trust Co | 0.01% | Reduce -16.8% | 9,598 | $548K |
| Transform Wealth, LLC | 0.03% | Reduce -64.3% | 9,594 | $548K |
| Independence Asset Advisors, LLC | 1.77% | New | 9,568 | $545K |
| MTM Financial Group, LLC | 0.32% | New | 9,517 | $544K |
| Moss Adams Wealth Advisors LLC | 0.06% | Reduce -8.8% | 9,410 | $538K |
| Fortis Advisors, LLC | 0.35% | Reduce -6.5% | 9,402 | $537K |
| BTS Asset Management, Inc. | 0.61% | Reduce -10.0% | 9,388 | $536K |
| Evercore Wealth Management, LLC | 0.01% | No change | 9,334 | $533K |
| Choate Investment Advisors | 0.01% | Add +159.9% | 9,293 | $531K |
| Cascade Financial Partners, LLC | 0.07% | Add +0.0% | 9,262 | $529K |
| Lion Street Advisors, LLC | 0.17% | Reduce -6.7% | 9,250 | $529K |
| Carnegie Lake Advisors LLC | 0.21% | Reduce -15.8% | 9,220 | $527K |
| Stegent Equity Advisors, Inc. | 0.53% | Reduce -72.6% | 9,183 | $525K |
| National Bank of Canada | 0.00% | Add +121.1% | 9,172 | $524K |
| Capasso Planning Partners LLC | 0.22% | Add +6.5% | 9,156 | $523K |
| Legacy Financial Group LLC | 0.08% | Reduce -5.5% | 9,134 | $522K |
| Fort Point Capital Partners LLC | 0.06% | Add +33.2% | 9,117 | $521K |
| Aft, Forsyth & Company, Inc. | 0.28% | Add +6.1% | 9,115 | $521K |
| Fearless Solutions, LLC dba Best Invest | 0.39% | Add +5.5% | 8,875 | $507K |
| New Century Financial Group, LLC | 0.58% | Reduce -73.9% | 8,769 | $501K |
| Falcon Wealth Planning | 0.06% | New | 8,754 | $500K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.20% | Reduce -0.8% | 9,259 | $496K |
| Debussy Capital Management LP | 0.08% | Reduce -19.4% | 8,672 | $496K |
| Formidable Asset Management, LLC | 0.08% | Add +7.2% | 8,455 | $483K |
| Yarger Wealth Strategies, LLC | 0.28% | New | 8,437 | $482K |
| Sterling Manor Financial, LLC | 0.34% | Reduce -0.7% | 8,423 | $481K |
| Delos Wealth Advisors, LLC | 0.38% | New | 8,404 | $480K |
| Shum Financial Group, Inc. | 0.41% | No change | 8,377 | $479K |
| Berger Financial Group, Inc | 0.03% | Add +4.4% | 8,370 | $478K |
| Platform Technology Partners | 0.14% | Add +46.9% | 8,333 | $476K |
| Napa Wealth Management | 0.26% | Reduce -34.4% | 8,096 | $463K |
| Marks Wealth, LLC | 0.17% | Add +12.8% | 8,048 | $460K |
| Private Wealth Asset Management, LLC | 0.07% | — | 8,000 | $457K |
| Accel Wealth Management | 0.16% | Reduce -32.5% | 7,966 | $455K |
| McCarter Private Wealth Services LLC | 0.30% | Reduce -1.4% | 7,943 | $454K |
| Fortis Capital Advisors, LLC | 0.09% | Add +16.3% | 7,937 | $454K |
| CGN Advisors LLC | 0.04% | Add +47.0% | 7,935 | $453K |
| Corps Capital Advisors, LLC | 0.48% | Add +3.9% | 7,930 | $453K |
| Laraway Financial Advisors Inc | 0.36% | Add +15.3% | 7,925 | $453K |
| MBL Wealth, LLC | 0.05% | Add +41.9% | 7,915 | $452K |
| Montag A & Associates Inc. | 0.02% | Reduce -30.8% | 7,912 | $452K |
| Fortress Private Ledger, LLC | 0.25% | Reduce -4.5% | 7,892 | $451K |
| Accredited Investors Inc. | 0.03% | Add +7.5% | 7,891 | $451K |
| Consilium Wealth Advisory, LLC | 0.23% | No change | 7,872 | $450K |
| Ritholtz Wealth Management | 0.01% | Add +2.5% | 7,827 | $447K |
| Rothschild Wealth LLC | 0.12% | Reduce -1.6% | 7,771 | $444K |
| LVZ, Inc. | 0.06% | Add +2.8% | 7,707 | $440K |
| CoreCap Advisors, LLC | 0.02% | Add +10.5% | 7,668 | $438K |
| Commerce Bank | 0.00% | Reduce -1.9% | 7,663 | $438K |
| Csenge Advisory Group | 0.02% | Add +0.0% | 8,134 | $437K |
| Rollins Financial Advisors, LLC | 0.08% | Reduce -3.2% | 7,566 | $432K |
| Southland Equity Partners LLC | 0.10% | Add +0.3% | 7,561 | $432K |
| Pinnacle Family Advisors, LLC | 0.23% | Reduce -4.4% | 7,546 | $431K |
| Cannell & Spears LLC | 0.01% | No change | 7,500 | $429K |
| Johnson & White Wealth Management, LLC | 0.24% | Add +18.6% | 7,499 | $428K |
| Clearstead Trust, LLC | 0.10% | No change | 7,487 | $428K |
| Columbia Advisory Partners LLC | 0.37% | Add +13.9% | 7,395 | $423K |
| WealthPLAN Partners, LLC | 0.06% | Add +43.6% | 7,387 | $422K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | Add +93.6% | 7,373 | $421K |
| Elevatus Welath Management | 0.24% | New | 7,364 | $421K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +10.1% | 7,364 | $421K |
| Wesbanco Bank Inc. | 0.01% | Add +14.0% | 7,349 | $420K |
| Brighton Jones LLC | 0.01% | Add +4.0% | 7,276 | $416K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.4% | 7,273 | $416K |
| FSC Wealth Advisors, LLC | 0.27% | Reduce -3.8% | 7,271 | $415K |
| Fisher Asset Management | 0.00% | Add +20.9% | 7,232 | $413K |
| Modera Wealth Management, LLC | 0.01% | New | 7,222 | $413K |
| Strategic Advisors LLC | 0.08% | Add +4.3% | 7,196 | $411K |
| EPG Wealth Management LLC | 0.11% | Reduce -22.0% | 7,185 | $411K |
| SimpliFi, Inc. | 0.19% | Add +1.8% | 7,159 | $409K |
| IMS Capital Management | 0.21% | Add +0.0% | 7,155 | $409K |
| Potentia Wealth | 0.19% | Reduce -8.3% | 7,120 | $407K |
| Triad Wealth Partners, LLC | 0.13% | Reduce -19.8% | 7,117 | $407K |
| KFA Private Wealth Group, LLC | 0.14% | New | 7,114 | $406K |
| Capital City Trust Co. | 0.11% | No change | 7,104 | $406K |
| Oregon Pacific Wealth Management, LLC | 0.41% | Add +4.8% | 7,100 | $406K |
| TCFG Wealth Management, LLC | 0.20% | Reduce -7.8% | 7,074 | $404K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -41.8% | 7,069 | $404K |
| Atlantic Private Wealth, LLC | 0.30% | No change | 7,043 | $402K |
| Tanglewood Wealth Management, Inc. | 0.05% | No change | 7,040 | $402K |
| Bison Wealth, LLC | 0.04% | Reduce -21.5% | 7,026 | $401K |
| Prostatis Group LLC | 0.13% | Reduce -5.5% | 7,019 | $401K |
| Meridian Financial Partners LLC | 0.20% | New | 6,998 | $400K |
| Optivise Advisory Services LLC | 0.22% | Reduce -29.9% | 6,933 | $396K |
| McAdam, LLC | 0.02% | Reduce -6.4% | 6,918 | $395K |
| Reliant Wealth Planning | 0.18% | Add +46.5% | 6,907 | $395K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -7.4% | 6,878 | $393K |
| Samalin Investment Counsel, LLC | 0.16% | Reduce -24.1% | 6,806 | $389K |
| BLB&B Advisors, LLC | 0.02% | Reduce -4.6% | 6,800 | $389K |
| Embree Financial Group | 0.06% | Add +4.3% | 6,719 | $384K |
| Leigh Baldwin & Co., LLC | 0.31% | Reduce -2.9% | 6,711 | $384K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -68.9% | 6,683 | $382K |
| Waller Financial Planning Group, Inc. | 0.11% | Add +14.6% | 6,663 | $381K |
| Canvas Wealth Advisors, LLC | 0.10% | Reduce -7.2% | 7,057 | $380K |
| Stablepoint Partners, LLC | 0.07% | Reduce -1.9% | 6,645 | $380K |
| Park Place Capital Corp | 0.10% | No change | 6,584 | $376K |
| Sincerus Advisory, LLC | 0.40% | Add +1.7% | 6,575 | $376K |
| West Wealth Group, LLC | 0.11% | Add +11.1% | 6,614 | $376K |
| Axis Wealth Partners, LLC | 0.28% | Add +13.3% | 6,561 | $375K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,555 | $375K |
| Endowment Wealth Management, Inc. | 0.24% | Add +5.7% | 6,508 | $372K |
| Wills Financial Group LLC | 0.16% | — | 6,429 | $367K |
| TAGStone Capital, Inc. | 0.18% | Add +1.8% | 6,425 | $367K |
| NBT Bank, N.A. | 0.03% | Add +22.8% | 6,395 | $365K |
| Lane & Associates LLC | 0.20% | Add +3.5% | 6,369 | $364K |
| 1900 Wealth Management LLC | 0.03% | Reduce -5.3% | 6,339 | $362K |
| Alteri Wealth LLC | 0.16% | Add +8.2% | 6,191 | $354K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -16.9% | 6,188 | $354K |
| PVG Asset Management Corp. | 1.53% | New | 6,160 | $352K |
| Hubbell Strickland Wealth Management, LLC | 0.17% | Add +1.2% | 6,126 | $350K |
| Tompkins Financial Corp. | 0.03% | No change | 6,088 | $348K |
| Realta Investment Advisors | 0.16% | Add +33.1% | 6,031 | $345K |
| Comprehensive Financial Planning, Inc. | 0.33% | Reduce -46.4% | 5,997 | $343K |
| FineMark National Bank & Trust | 0.01% | No change | 5,990 | $342K |
| MFG Wealth Management, Inc. | 0.33% | Add +7.0% | 5,954 | $340K |
| Warther Private Wealth, LLC | 0.11% | New | 5,943 | $340K |
| Hazlett, Burt & Watson, Inc. | 0.15% | Reduce -7.6% | 5,893 | $336K |
| Brooklyn Investment Group | 0.07% | Add +4155.8% | 5,873 | $336K |
| Meriwether Wealth & Planning, LLC | 0.22% | Add +26.9% | 5,841 | $334K |
| Dana Investment Advisors, Inc. | 0.01% | Add +1.5% | 5,790 | $331K |
| Texas Yale Capital Corp. | 0.01% | Add +26.4% | 5,750 | $329K |
| Fiduciary Alliance LLC | 0.03% | Add +40.8% | 5,741 | $328K |
| CRA Financial Services, LLC | 0.06% | No change | 5,707 | $326K |
| Greenleaf Trust | 0.00% | No change | 5,700 | $326K |
| LBMC Investment Advisors, LLC | 0.03% | New | 5,664 | $324K |
| Woodmont Investment Counsel LLC | 0.02% | New | 5,655 | $323K |
| Winch Advisory Services, LLC | 0.08% | No change | 5,611 | $321K |
| Cutter & CO Brokerage, Inc. | 0.08% | Reduce -37.4% | 5,569 | $318K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,535 | $316K |
| Crux Wealth Advisors | 0.16% | New | 5,533 | $316K |
| Lodestar Private Asset Management LLC | 0.04% | No change | 5,482 | $313K |
| Wealth Management Partners, LLC | 0.15% | Add +0.7% | 5,481 | $313K |
| Apollon Financial, LLC | 0.07% | New | 5,475 | $313K |
| Kuhn & Co Investment Counsel | 0.26% | No change | 5,400 | $309K |
| Capital Market Strategies LLC | 0.21% | Reduce -67.2% | 5,353 | $306K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 5,318 | $304K |
| Chilton Investment Co. Inc. | 0.01% | No change | 5,308 | $303K |
| Collective Family Office LLC | 0.08% | Reduce -0.5% | 5,284 | $302K |
| Vontobel Holding Ltd. | 0.00% | Add +2.2% | 5,264 | $301K |
| Bailard, Inc. | 0.01% | No change | 5,260 | $301K |
| Safeguard Investment Advisory Group, LLC | 0.08% | New | 5,253 | $300K |
| Ethos Financial Group, LLC | 0.03% | No change | 5,172 | $300K |
| Cary Street Partners Investment Advisory LLC | 0.17% | New | 5,229 | $299K |
| Midwest Capital Advisors, LLC | 0.18% | No change | 5,205 | $297K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +12.7% | 5,189 | $296K |
| Penbrook Management LLC | 0.22% | No change | 5,150 | $294K |
| Plan Group Financial, LLC | 0.10% | New | 5,141 | $294K |
| Staley Capital Advisers Inc. | 0.01% | Reduce -0.2% | 5,137 | $294K |
| RMR Wealth Builders | 0.03% | Add +6.6% | 5,127 | $293K |
| Davies Financial Advisors, Inc. | 0.25% | No change | 5,106 | $292K |
| RPS Advisory Solutions LLC | 0.21% | Add +0.1% | 5,085 | $291K |
| Able Wealth Management LLC | 0.17% | New | 5,066 | $289K |
| Solidarity Wealth, LLC | 0.07% | No change | 5,016 | $287K |
| Sepio Capital, LP | 0.02% | Reduce -68.1% | 4,995 | $285K |
| BOS Asset Management, LLC | 0.10% | No change | 4,982 | $285K |
| Chelsea Counsel Co. | 0.15% | No change | 4,980 | $285K |
| Paragon Private Wealth Management, LLC | 0.13% | Reduce -32.4% | 4,976 | $284K |
| Patrick M Sweeney & Associates, Inc. | 0.21% | Reduce -21.6% | 4,935 | $282K |
| MN Wealth Advisors, LLC | 0.17% | New | 4,933 | $282K |
| Dudley Capital Management, LLC | 0.15% | Add +24.0% | 4,915 | $281K |
| Clear Point Advisors Inc. | 0.25% | Reduce -6.7% | 4,902 | $280K |
| Summit Wealth & Retirement Planning, Inc. | 0.09% | Add +4.0% | 4,900 | $280K |
| Fortress Financial Group, LLC | 0.28% | Add +2.1% | 4,882 | $279K |
| L.M. Kohn & Company | 0.07% | Add +2.2% | 4,854 | $277K |
| Hengehold Capital Management LLC | 0.03% | Add +10.9% | 4,825 | $276K |
| Talisman Wealth Advisors LLC | 0.28% | New | 4,814 | $275K |
| Keybank National Association | 0.00% | Add +29.4% | 4,810 | $275K |
| Schmidt P J Investment Management Inc. | 0.05% | Reduce -8.8% | 4,803 | $274K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +0.6% | 4,777 | $273K |
| Talon Private Wealth, LLC | 0.04% | Add +2.6% | 4,712 | $269K |
| Veracity Capital LLC | 0.11% | Add +4.1% | 4,694 | $268K |
| Nicolet Advisory Services, LLC | 0.03% | New | 5,000 | $267K |
| Smith Thornton Advisors LLC | 0.17% | Reduce -7.8% | 4,676 | $267K |
| Atlas Capital Advisors Inc. | 0.03% | Add +12.1% | 4,670 | $267K |
| Insight 2811, Inc. | 0.14% | No change | 4,660 | $266K |
| RBA Wealth Management, LLC | 0.10% | Add +0.8% | 4,641 | $265K |
| Martin Worley Group | 0.15% | No change | 4,640 | $265K |
| Hudock, Inc. | 0.05% | Reduce -0.3% | 4,615 | $264K |
| Outlook Wealth Advisors, LLC | 0.07% | Add +8.2% | 4,605 | $263K |
| Signet Financial Management, LLC | 0.04% | New | 4,574 | $261K |
| Balefire, LLC | 0.09% | Reduce -0.3% | 4,529 | $259K |
| QTR Family Wealth, LLC | 0.19% | — | 4,500 | $257K |
| Sonata Capital Group Inc. | 0.11% | Add +0.1% | 4,457 | $255K |
| Forum Financial Management, LP | 0.00% | Add +11.1% | 4,454 | $254K |
| Gallacher Capital Management LLC | 0.12% | Add +0.7% | 4,434 | $253K |
| Atlas Brown,Inc. | 0.09% | Reduce -2.0% | 4,429 | $253K |
| Encompass More Asset Management | 0.08% | Add +0.4% | 4,425 | $253K |
| Welch Group, LLC | 0.01% | Reduce -41.0% | 4,419 | $250K |
| Carson Advisory Inc. | 0.17% | Add +1.3% | 4,366 | $249K |
| Element Wealth, LLC | 0.13% | Add +2.0% | 4,352 | $249K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Add +8.8% | 4,350 | $249K |
| Alpha Advisors, LLC | 0.22% | Add +3.8% | 4,339 | $248K |
| Peak Planning Group, LLC | 0.10% | New | 4,338 | $248K |
| M&T Bank Corp | 0.00% | New | 4,332 | $248K |
| Koa Wealth Management, LLC | 0.20% | Reduce -9.6% | 4,302 | $246K |
| Stone House Investment Management, LLC | 0.05% | New | 4,294 | $245K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -5.4% | 4,275 | $244K |
| Patron Partners, LLC | 0.13% | Add +18.8% | 4,270 | $244K |
| NavPoint Financial, Inc. | 0.17% | New | 4,245 | $243K |
| Acorn Financial Advisory Services Inc. | 0.04% | New | 4,245 | $243K |
| Trustmark Bank Trust Department | 0.02% | Add +11.9% | 4,238 | $242K |
| Landmark Wealth Management, LLC | 0.11% | Add +10.5% | 4,235 | $242K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +1.4% | 4,141 | $237K |
| MGB Wealth Management, LLC | 0.09% | No change | 4,140 | $237K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 4,119 | $235K |
| Glen Eagle Advisors, LLC | 0.04% | Add +43.3% | 4,101 | $234K |
| Caitlin John, LLC | 0.23% | Add +55.2% | 4,098 | $234K |
| Fortem Financial Group, LLC | 0.09% | No change | 4,082 | $233K |
| Soltis Investment Advisors LLC | 0.02% | New | 4,079 | $233K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.5% | 4,052 | $232K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.9% | 3,985 | $228K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 3,961 | $226K |
| Aspen Wealth Strategies, LLC | 0.15% | Reduce -44.6% | 3,947 | $226K |
| SP Asset Management LLC | 0.02% | Add +6.6% | 3,943 | $225K |
| Harvest Investment Services, LLC | 0.06% | Reduce -47.4% | 3,919 | $224K |
| Jacobi Capital Management LLC | 0.02% | Add +4.6% | 3,907 | $223K |
| Exencial Wealth Advisors, LLC | 0.01% | No change | 3,907 | $223K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -41.5% | 3,874 | $221K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,855 | $220K |
| BlackDiamond Wealth Management, LLC | 0.15% | Reduce -60.4% | 3,915 | $218K |
| Riverchase Wealth Management, LLC | 0.15% | Add +1.7% | 3,811 | $218K |
| Essex Bank | 0.05% | No change | 3,809 | $218K |
| Zhang Financial LLC | 0.01% | Add +4.8% | 3,807 | $218K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Add +0.1% | 3,789 | $217K |
| Financial Perspectives, Inc | 0.07% | Add +1.2% | 3,762 | $215K |
| Weatherly Asset Management L. P. | 0.02% | No change | 3,730 | $213K |
| Colonial Trust Co / SC | 0.03% | Reduce -55.9% | 3,721 | $213K |
| Nvest Financial, LLC | 0.11% | Add +1.8% | 3,712 | $212K |
| SLT Holdings LLC | 0.21% | No change | 3,706 | $212K |
| Seelaus Asset Management LLC | 0.21% | No change | 3,700 | $211K |
| Certuity, LLC | 0.02% | Add +0.6% | 3,699 | $211K |
| FLC Capital Advisors | 0.05% | No change | 3,672 | $210K |
| Greykasell Wealth Strategies, Inc. | 0.11% | New | 3,654 | $209K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 3,640 | $208K |
| Heck Capital Advisors, LLC | 0.02% | Add +16.5% | 3,632 | $208K |
| Fortitude Advisory Group L.L.C. | 0.15% | No change | 3,851 | $206K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -16.9% | 3,612 | $206K |
| NorthRock Partners, LLC | 0.01% | Add +163.2% | 3,590 | $205K |
| Brown Wealth Management, LLC | 0.07% | Reduce -0.8% | 3,522 | $201K |
| 3Chopt Investment Partners, LLC | 0.05% | New | 3,507 | $200K |
| Financial Gravity Asset Management, Inc. | 0.04% | — | 3,487 | $199K |
| Bfsg, LLC | 0.02% | Add +0.4% | 3,453 | $197K |
| Private Trust Co. NA | 0.02% | Reduce -16.8% | 3,433 | $196K |
| Roble, Belko & Company, Inc | 0.03% | Add +296.7% | 3,027 | $173K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.8% | 2,973 | $170K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1375.0% | 2,950 | $168K |
| SouthState Bank Corp | 0.01% | New | 2,925 | $167K |
| Blue Bell Private Wealth Management, LLC | 0.03% | No change | 2,875 | $164K |
| Smithfield Trust Co | 0.01% | No change | 2,822 | $161K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,800 | $160K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,728 | $156K |
| Alaska Permanent Capital Management, LLC | 0.01% | No change | 2,690 | $154K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +19.5% | 2,705 | $154K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $148K |
| Wellington Shields & Co., LLC | 0.04% | No change | 2,500 | $143K |
| Anfield Capital Management, LLC | 0.05% | No change | 2,329 | $133K |
| Luminist Capital LLC | 0.14% | Add +1.8% | 2,275 | $129K |
| Cedar Mountain Advisors, LLC | 0.03% | New | 2,251 | $129K |
| Winnacle Wealth LLC | 0.11% | Reduce -91.5% | 2,137 | $122K |
| Westside Investment Management, Inc. | 0.03% | Add +16.7% | 2,100 | $120K |
| Hollencrest Capital Management | 0.01% | Add +69.5% | 2,060 | $118K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -65.8% | 2,038 | $116K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -78.5% | 2,030 | $116K |
| Opal Wealth Advisors, LLC | 0.04% | New | 2,024 | $116K |
| GoalVest Advisory LLC | 0.03% | No change | 2,000 | $114K |
| Chilton Capital Management LLC | 0.00% | New | 2,000 | $114K |
| Beacon Capital Management, LLC | 0.02% | Add +9.6% | 1,971 | $113K |
| Trust Co. of Vermont | 0.01% | No change | 1,900 | $109K |
| Dunhill Financial, LLC | 0.05% | Reduce -43.8% | 1,863 | $106K |
| Semmax Financial Advisors Inc. | 0.03% | Add +2202.4% | 1,911 | $106K |
| SVB Wealth LLC | 0.00% | New | 1,834 | $105K |
| American National Bank & Trust | 0.01% | No change | 1,800 | $103K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.8% | 1,751 | $100K |
| Coastline Trust Co | 0.01% | No change | 1,738 | $99K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $97K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,691 | $97K |
| Costello Asset Management, INC | 0.04% | Add +0.8% | 1,669 | $95K |
| Canton Hathaway, LLC | 0.02% | New | 1,650 | $94K |
| Arax Advisory Partners | 0.01% | Add +68.5% | 1,613 | $92K |
| Optimum Investment Advisors | 0.04% | No change | 1,594 | $91K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,589 | $91K |
| Hughes Financial Services, LLC | 0.02% | New | 1,529 | $87K |
| Colonial Trust Advisors | 0.01% | New | 1,506 | $86K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +198.4% | 1,504 | $86K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,500 | $86K |
| First Pacific Financial | 0.02% | New | 1,442 | $82K |
| Longview Financial Advisors LLC | 0.05% | No change | 1,406 | $80K |
| ORG Partners LLC | 0.02% | Reduce -91.4% | 1,410 | $80K |
| Highline Wealth Partners LLC | 0.03% | No change | 1,338 | $76K |
| Atticus Wealth Management, LLC | 0.02% | Add +1.8% | 1,325 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +13.2% | 1,314 | $75K |
| WASHINGTON TRUST Co | 0.00% | New | 1,270 | $73K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 70,522 | $71K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -20.0% | 1,231 | $70K |
| Salem Investment Counselors Inc. | 0.00% | Add +6.7% | 1,192 | $68K |
| Cape Investment Advisory, Inc. | 0.03% | Add +186.8% | 1,190 | $68K |
| CX Institutional | 0.00% | New | 1,159 | $66K |
| Global Trust Asset Management, LLC | 0.04% | Reduce -53.0% | 1,150 | $66K |
| Russell Investments Group, Ltd. | 0.00% | Add +201.9% | 1,129 | $64K |
| Advisor Resource Council | 0.00% | New | 14,822 | $61K |
| Avion Wealth | 0.02% | No change | 1,031 | $59K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.1% | 1,032 | $59K |
| North Star Investment Management Corp. | 0.00% | Add +1.8% | 1,018 | $58K |
| Truvestments Capital LLC | 0.01% | New | 1,016 | $58K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 1,000 | $57K |
| Centricity Wealth Management, LLC | 0.05% | No change | 974 | $56K |
| Pacifica Partners Inc. | 0.03% | No change | 1,000 | $55K |
| Centerpoint Advisors, LLC | 0.02% | Add +10.7% | 942 | $54K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -6.2% | 914 | $52K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 867 | $50K |
| Vision Financial Markets LLC | 0.05% | New | 832 | $47K |
| Painted Porch Advisors LLC | 0.02% | Add +52.4% | 829 | $47K |
| Perritt Capital Management Inc | 0.03% | Add +1.9% | 828 | $47K |
| Valley National Advisers Inc. | 0.01% | Reduce -5.8% | 819 | $46K |
| Raffa Wealth Management, LLC | 0.01% | No change | 801 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 786 | $45K |
| First United Bank & Trust | 0.02% | New | 780 | $45K |
| Founders Financial Alliance, LLC | 0.01% | Add +1.4% | 779 | $45K |
| Front Row Advisors LLC | 0.02% | No change | 705 | $40K |
| Park Square Financial Group, LLC | 0.03% | No change | 700 | $40K |
| PSI Advisors, LLC | 0.01% | No change | 685 | $39K |
| Fortitude Family Office, LLC | 0.01% | No change | 641 | $37K |
| Miller Wealth Advisors, LLC | 0.02% | New | 632 | $36K |
| Global Wealth Strategies & Associates | 0.01% | New | 632 | $36K |
| Arlington Trust Co LLC | 0.01% | Add +140.0% | 600 | $34K |
| HM Payson & Co. | 0.00% | Reduce -62.9% | 589 | $34K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 550 | $31K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.06% | New | 511 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -66.6% | 511 | $29K |
| Millstone Evans Group, LLC | 0.02% | New | 505 | $29K |
| 2UniFi Bank | 0.02% | No change | 483 | $29K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 495 | $28K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +154.9% | 288 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.7% | 472 | $27K |
| Mather Group, Llc. | 0.00% | New | 444 | $25K |
| Abound Wealth Management | 0.01% | Reduce -62.3% | 413 | $24K |
| Morton Brown Family Wealth, LLC | 0.01% | Add +0.3% | 408 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 400 | $23K |
| Grove Bank & Trust | 0.00% | New | 400 | $23K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -26.1% | 400 | $23K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $23K |
| Compass Financial Services Inc | 0.01% | New | 396 | $23K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +44.0% | 360 | $21K |
| Nemes Rush Group LLC | 0.00% | No change | 359 | $21K |
| Operose Advisors LLC | 0.01% | New | 354 | $20K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| Consultiva Wealth Management, Corp. | 0.07% | New | 350 | $20K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.7% | 304 | $17K |
| Atala Financial Inc | 0.01% | No change | 300 | $17K |
| NewSquare Capital LLC | 0.00% | New | 300 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -7.0% | 280 | $16K |
| 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 |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 250 | $14K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 234 | $13K |
| VSM Wealth Advisory, LLC | 0.00% | Add +5.9% | 233 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +471.1% | 217 | $12K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -84.9% | 201 | $12K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $11K |
| Headlands Technologies LLC | 0.00% | Reduce -43.1% | 182 | $10K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 174 | $10K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 173 | $10K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 150 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 147 | $8K |
| First Community Trust NA | 0.01% | No change | 146 | $8K |
| FMR LLC | 0.00% | Reduce -10.6% | 110 | $6K |
| Chesapeake Asset Management LLC | 0.01% | Add +1.0% | 100 | $6K |
| Main Street Group, LTD | 0.00% | New | 100 | $6K |
| Crews Bank & Trust | 0.00% | New | 100 | $6K |
| Garde Capital, Inc. | 0.00% | New | 100 | $6K |
| Mattson Financial Services, LLC | 0.00% | Reduce -99.7% | 96 | $5K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +272.2% | 67 | $4K |
| Caldwell Trust Co | 0.00% | New | 63 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 60 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 60 | $3K |
| Virtus Advisers, LLC | 0.00% | New | 55 | $3K |
| Aspect Partners, LLC | 0.00% | No change | 50 | $3K |
| WealthShield Partners, LLC | 0.00% | Reduce -87.7% | 49 | $3K |
| JNBA Financial Advisors | 0.00% | Add +18.5% | 32 | $2K |
| Luken Investment Analytics, LLC | 0.00% | Reduce -44.6% | 31 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 26 | $1K |
| Bridge Generations Wealth Management LLC | 0.00% | New | 21 | $1K |
| Horizon Investments, LLC | 0.00% | No change | 19 | $1K |
| CKW Financial Group | 0.00% | New | 20 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +6.3% | 17 | $959 |
| Creekmur Asset Management LLC | 0.00% | No change | 6 | $361 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 4 | $219 |
| St Germain D J Co. Inc. | 0.00% | Add +0.0% | 1 | $29 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.