JPMorgan Equity Premium IncoJEPIETF
13F holders, Q2 2025 (June 30)1,287holders +19
95new positions
75sold out
5famous investors
$56.87avg. 13F price*
At the end of Q2 2025, 1,287 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 19 from Q1 2025. 95 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($2.6B), Bank of America Corp. ($1.9B) and Wells Fargo & Company ($934.3M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $647.3M |
| Exits | 75 | $137.1M |
All 13F filers, Q1 2025 → Q2 2025: 33,532,598 shares bought and 28,146,673 shares sold, net +5,385,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,287 holders
| Morgan Stanley | 0.17% | Add +4.4% | 45,833,158 | $2.6B |
| Bank of America Corp. | 0.15% | Add +2.1% | 33,372,182 | $1.9B |
| Wells Fargo & Company | 0.21% | Add +4.6% | 16,434,182 | $934.3M |
| JPMorgan Chase & Co. | 0.05% | Reduce -52.4% | 13,404,643 | $762.1M |
| Envestnet Asset Management Inc. | 0.15% | Add +17.4% | 8,939,325 | $508.2M |
| UBS Group AG | 0.10% | Add +1.4% | 8,465,945 | $481.3M |
| Royal Bank of Canada | 0.09% | Add +1.8% | 8,267,547 | $470.0M |
| Raymond James Financial Inc. | 0.14% | Add +9.9% | 7,072,179 | $402.1M |
| Nationwide Fund Advisors | 22.22% | New | 6,983,251 | $397.0M |
| Osaic Holdings, Inc. | 0.63% | Add +1.4% | 6,248,359 | $355.3M |
| Commonwealth Equity Services, LLC | 0.38% | Add +3.9% | 5,091,909 | $289.5M |
| LPL Financial LLC | 0.07% | Add +56.3% | 3,914,423 | $222.5M |
| Cetera Investment Advisers | 0.35% | Reduce -4.4% | 3,694,868 | $210.1M |
| CIBC Private Wealth Group LLC | 0.34% | Reduce -1.6% | 3,371,709 | $191.7M |
| MML Investors Services, LLC | 0.55% | Add +5.0% | 3,357,833 | $190.9M |
| HighTower Advisors, LLC | 0.23% | Reduce -14.6% | 3,184,738 | $181.1M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +1.0% | 3,064,828 | $174.2M |
| Stifel Financial Corp. | 0.16% | Add +18.2% | 2,921,110 | $166.1M |
| RiverFront Investment Group, LLC | 3.22% | Add +42.1% | 2,903,847 | $165.1M |
| Janney Montgomery Scott LLC | 0.39% | Add +5.0% | 2,600,663 | $147.8M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Reduce -2.4% | 1,994,661 | $113.4M |
| Cornerstone Advisory, LLC | 11.98% | Add +1.9% | 1,962,031 | $111.5M |
| Cwm, LLC | 0.39% | Add +1.1% | 1,960,370 | $111.4M |
| Confluence Wealth Services, Inc. | 5.75% | Add +4.9% | 1,854,052 | $105.4M |
| Kestra Advisory Services, LLC | 0.50% | Add +19.6% | 1,785,759 | $101.5M |
| Bank of New York Mellon Corp | 0.02% | Add +191.5% | 1,708,349 | $97.1M |
| Rockefeller Capital Management L.P. | 0.19% | Add +7.0% | 1,539,797 | $87.5M |
| Enstar Group LTD | 32.19% | No change | 1,539,025 | $87.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -10.7% | 1,527,917 | $87.0M |
| Franklin Resources Inc. | 0.02% | Add +33.7% | 1,486,279 | $84.5M |
| FAS Wealth Partners, Inc. | 6.22% | Add +4.5% | 1,479,587 | $84.1M |
| Jones Financial Companies LLLP | 0.06% | Add +116.3% | 1,446,109 | $81.9M |
| First Foundation Advisors | 3.02% | Reduce -4.8% | 1,430,764 | $81.3M |
| Clearstead Advisors, LLC | 1.14% | Reduce -4.1% | 1,426,900 | $81.1M |
| Baird Financial Group, Inc. | 0.14% | Add +9.4% | 1,383,274 | $78.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +8.8% | 1,326,813 | $75.4M |
| Hamilton Capital, LLC | 3.98% | New | 1,273,052 | $72.4M |
| Avantax Advisory Services, Inc. | 0.38% | Add +2.2% | 1,219,339 | $69.3M |
| Allworth Financial LP | 0.31% | Add +1.4% | 1,143,928 | $65.0M |
| Capital Advisors Inc. | 1.07% | Add +1.8% | 1,044,641 | $59.4M |
| Truist Financial Corp. | 0.08% | Add +12.9% | 1,007,194 | $57.3M |
| Cary Street Partners Financial LLC | 1.57% | Add +3.2% | 981,921 | $55.8M |
| Atlantic Union Bankshares Corp | 1.24% | Add +602.3% | 956,167 | $54.4M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +8.1% | 938,488 | $53.4M |
| Teamwork Financial Advisors, LLC | 6.33% | Add +20.5% | 907,939 | $51.6M |
| Apollon Wealth Management, LLC | 0.96% | Reduce -14.3% | 853,671 | $48.5M |
| Brookstone Capital Management | 0.62% | Add +4.3% | 828,514 | $47.1M |
| Prosperity Consulting Group, LLC | 3.38% | Add +6.7% | 815,079 | $46.3M |
| Focus Partners Wealth | 0.10% | Add +6.8% | 780,603 | $44.4M |
| Sanctuary Advisors, LLC | 0.26% | Add +13.8% | 742,140 | $42.2M |
| Lebenthal Global Advisors, LLC | 7.82% | Add +16.6% | 736,457 | $41.9M |
| &partners | 0.32% | Add +21.7% | 734,258 | $41.8M |
| Hilton Capital Management, LLC | 3.33% | Add +38.9% | 734,824 | $41.8M |
| HUB Investment Partners, LLC | 1.37% | Add +2.3% | 688,315 | $39.1M |
| Pinnacle Associates Ltd. | 0.56% | Add +0.8% | 683,775 | $38.9M |
| Kathmere Capital Management, LLC | 2.89% | Add +4.2% | 660,516 | $37.6M |
| Traynor Capital Management, Inc. | 2.66% | Add +414.2% | 659,678 | $37.5M |
| Oakworth Capital, Inc. | 2.39% | Add +0.3% | 652,489 | $37.1M |
| Synovus Financial Corp. | 0.45% | Add +4.3% | 650,275 | $37.0M |
| Savant Capital, LLC | 0.26% | Add +3280.3% | 647,734 | $36.8M |
| Melia Wealth LLC | 17.57% | Add +5.5% | 645,241 | $36.7M |
| Capital Investment Advisors, LLC | 0.64% | Reduce -4.5% | 622,300 | $36.0M |
| Coastal Bridge Advisors, LLC | 2.98% | Reduce -0.1% | 630,278 | $35.8M |
| Nottingham Advisors, Inc. | 5.23% | Add +0.3% | 620,233 | $35.3M |
| Kestra Private Wealth Services, LLC | 0.51% | Add +10.1% | 617,957 | $35.1M |
| Stephens Inc. | 0.48% | Add +4.1% | 613,496 | $34.9M |
| Principal Securities, Inc. | 0.60% | Add +40.5% | 560,284 | $31.9M |
| WNY Asset Management, LLC | 3.47% | Add +65.0% | 554,079 | $31.5M |
| NewEdge Advisors, LLC | 0.16% | Add +110.9% | 551,136 | $31.3M |
| Prospera Financial Services Inc | 0.58% | Add +6.8% | 543,695 | $30.9M |
| First Financial Bank - Trust Division | 2.64% | New | 528,608 | $30.1M |
| HBW Advisory Services LLC | 3.68% | Reduce -4.3% | 524,375 | $29.8M |
| Stratos Investment Management, LLC | 1.36% | Add +17.8% | 524,030 | $29.8M |
| J.W. Cole Advisors, Inc. | 0.63% | Add +52.2% | 522,454 | $29.7M |
| Rational Advisors, Inc. | 3.03% | Add +0.5% | 514,292 | $29.2M |
| Aptus Capital Advisors, LLC | 0.29% | Reduce -1.9% | 513,453 | $29.2M |
| Atria Wealth Solutions, Inc. | 0.65% | Reduce -62.7% | 507,452 | $28.9M |
| Cornerstone Enterprises, LLC | 15.26% | Add +11.7% | 498,682 | $28.4M |
| Horizon Advisory Services, Inc. | 14.49% | Add +2.0% | 473,982 | $26.9M |
| Bouchey Financial Group, Ltd. | 2.19% | Add +2.3% | 463,019 | $26.3M |
| Bokf, NA | 0.41% | Add +6.1% | 445,175 | $25.3M |
| MAI Capital Management | 0.17% | Add +1.8% | 438,744 | $24.9M |
| Beacon Pointe Advisors, LLC | 0.26% | Reduce -2.3% | 429,983 | $24.4M |
| Integrated Wealth Concepts LLC | 0.24% | Add +3.0% | 425,129 | $24.2M |
| Mariner, LLC | 0.03% | Reduce -1.1% | 422,105 | $24.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.50% | New | 415,000 | $23.6M |
| Lee Johnson Capital Management, LLC | 8.10% | Add +34.7% | 414,243 | $23.5M |
| Wagner Wealth Management, LLC | 5.34% | Add +7.0% | 411,797 | $23.4M |
| Cooper Financial Group | 2.73% | Add +12.9% | 407,614 | $23.2M |
| Midwest Trust Co | 0.32% | — | 404,894 | $23.0M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +11.4% | 402,982 | $22.9M |
| Patten & Patten Inc. | 1.45% | Reduce -7.1% | 394,432 | $22.4M |
| Advance Capital Management, Inc. | 1.01% | Add +5.2% | 392,016 | $22.3M |
| DAVENPORT & Co LLC | 0.12% | Add +15.7% | 390,727 | $22.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.83% | Add +1.5% | 387,766 | $22.0M |
| SK Wealth Management, LLC | 9.34% | Add +3.0% | 378,881 | $21.5M |
| Waverly Advisors, LLC | 0.24% | Add +4.0% | 378,855 | $21.5M |
| Orrstown Financial Services Inc. | 4.51% | Add +4.0% | 376,972 | $21.4M |
| TigerOak Management, L.L.C. | 7.24% | Reduce -0.2% | 371,747 | $21.1M |
| Comerica Bank | 0.08% | Add +2.5% | 369,693 | $21.0M |
| Avantax Planning Partners, Inc. | 0.65% | Reduce -0.8% | 359,425 | $20.4M |
| Kingsview Wealth Management, LLC | 0.34% | Add +18.2% | 356,626 | $20.3M |
| Beacon Financial Advisory LLC | 5.11% | Add +4.0% | 347,593 | $19.8M |
| Thoroughbred Financial Services, LLC | 1.34% | Reduce -10.6% | 336,866 | $19.1M |
| Foundations Investment Advisors, LLC | 0.30% | Add +15.8% | 336,502 | $19.1M |
| Global Wealth Management Investment Advisory, Inc. | 3.54% | Add +2.2% | 331,714 | $18.9M |
| Rothschild Investment LLC | 1.18% | Reduce -1.1% | 330,565 | $18.8M |
| Steele Capital Management, Inc. | 0.90% | Reduce -10.7% | 330,320 | $18.8M |
| Mgo One Seven LLC | 0.59% | Add +4.9% | 324,090 | $18.4M |
| Citigroup Inc. | 0.01% | Reduce -6.0% | 319,512 | $18.2M |
| Iron Horse Wealth Management, LLC | 5.24% | Add +4.0% | 312,226 | $17.8M |
| Great Valley Advisor Group, Inc. | 0.39% | Add +118.9% | 308,698 | $17.5M |
| MADDEN SECURITIES Corp | 5.97% | Add +1.1% | 307,785 | $17.5M |
| Americana Partners, LLC | 0.60% | New | 304,894 | $17.3M |
| Curran Financial Partners, LLC | 3.80% | Add +9.8% | 302,416 | $17.2M |
| Chicago Partners Investment Group LLC | 0.49% | Add +12.6% | 295,314 | $16.9M |
| Tradition Wealth Management, LLC | 1.35% | Reduce -3.6% | 297,241 | $16.9M |
| St. Clair Advisors, LLC | 4.42% | Add +4.0% | 296,967 | $16.9M |
| Mechanics Bank Trust Department | 2.42% | Reduce -10.5% | 296,941 | $16.9M |
| Advisors Management Group Inc. | 3.18% | Add +11.4% | 296,745 | $16.9M |
| PFG Advisors | 0.77% | Add +6.9% | 291,709 | $16.6M |
| Investment Advisory Services Inc. /TX | 5.53% | Add +5.3% | 291,354 | $16.6M |
| Fagan Associates, Inc. | 2.56% | Add +2.5% | 290,886 | $16.5M |
| Lido Advisors, LLC | 0.09% | Add +527.5% | 288,581 | $16.4M |
| Advisory Services Network, LLC | 0.26% | Add +1.9% | 290,347 | $16.4M |
| B&D White Capital Company, LLC | 2.49% | Add +3.2% | 287,375 | $16.3M |
| Cresset Asset Management, LLC | 0.08% | Add +0.3% | 286,355 | $16.3M |
| Geneos Wealth Management Inc. | 0.40% | Add +20.0% | 285,816 | $16.2M |
| Wealthcare Advisory Partners LLC | 0.37% | Add +16.0% | 282,659 | $16.1M |
| Integrated Advisors Network LLC | 0.72% | Add +60.3% | 281,896 | $16.0M |
| Oppenheimer & Co. Inc. | 0.21% | Add +19.2% | 278,784 | $15.8M |
| Rezny Wealth Management, Inc. | 3.88% | Add +3.8% | 278,617 | $15.8M |
| Childress Capital Advisors, LLC | 3.85% | Reduce -13.3% | 269,083 | $15.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +2.9% | 265,620 | $15.3M |
| Ergawealth Advisors, Inc. | 6.85% | Reduce -5.4% | 267,949 | $15.2M |
| Rooted Wealth Advisors, Inc. | 5.18% | Add +5.9% | 264,139 | $15.0M |
| 1 North Wealth Services LLC | 5.95% | Add +2.0% | 263,547 | $15.0M |
| EP Wealth Advisors, LLC | 0.10% | Reduce -2.6% | 263,391 | $15.0M |
| Magnus Financial Group LLC | 1.32% | Reduce -54.8% | 262,839 | $14.9M |
| Tobias Financial Advisors, Inc. | 2.54% | New | 260,970 | $14.8M |
| Sfmg, LLC | 1.11% | Add +6.8% | 260,457 | $14.8M |
| Appleton Partners Inc. | 1.05% | Add +0.2% | 260,440 | $14.8M |
| Captrust Financial Advisors | 0.03% | Add +7.0% | 259,789 | $14.8M |
| Trinity Legacy Partners, LLC | 3.54% | Add +2.2% | 257,112 | $14.6M |
| Beta Wealth Group, Inc. | 5.31% | Reduce -39.0% | 255,188 | $14.5M |
| Allen Capital Group, LLC | 1.51% | Add +6.1% | 254,297 | $14.5M |
| Eaton Financial Holdings Company, LLC | 4.42% | Add +0.8% | 252,599 | $14.4M |
| Cascade Wealth Advisors, Inc | 8.04% | Add +15.4% | 253,728 | $14.2M |
| Creative Planning | 0.01% | Add +3.6% | 248,537 | $14.1M |
| Centurion Wealth Management LLC | 4.04% | Add +14.2% | 247,901 | $14.1M |
| AdvisorNet Financial, Inc | 0.90% | Add +60.9% | 246,492 | $14.0M |
| Graypoint LLC | 0.78% | Reduce -35.1% | 244,227 | $13.9M |
| Dynamic Advisor Solutions LLC | 0.43% | Add +1.6% | 243,531 | $13.8M |
| Westwood Holdings Group Inc. | 0.10% | New | 241,892 | $13.8M |
| SBI Securities Co., Ltd. | 0.39% | Add +8.1% | 239,964 | $13.6M |
| Element Pointe Advisors, LLC | 3.29% | Reduce -48.0% | 239,305 | $13.6M |
| Apexium Financial, LP | 0.72% | Add +33.4% | 239,190 | $13.6M |
| Guardian Wealth Advisors, LLC / NC | 0.96% | Add +4.1% | 238,975 | $13.6M |
| Signature Wealth Management Partners, LLC | 7.72% | Add +6.4% | 237,623 | $13.5M |
| Curtis Advisory Group, LLC | 3.36% | Add +6.3% | 235,157 | $13.4M |
| Axxcess Wealth Management, LLC | 0.32% | Reduce -10.8% | 233,778 | $13.3M |
| Mountain Capital Investment Advisors Inc. | 2.55% | Add +0.8% | 233,308 | $13.2M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -75.3% | 231,368 | $13.2M |
| Requisite Capital Management, LLC | 2.80% | Reduce -81.9% | 227,503 | $12.9M |
| Prentice Wealth Management LLC | 3.40% | Add +43.6% | 227,399 | $12.9M |
| Columbus Macro, LLC | 1.56% | Add +12.1% | 224,368 | $12.8M |
| Pinnacle Financial Partners Inc | 0.27% | Add +17.3% | 222,619 | $12.7M |
| Argent Trust Co | 0.47% | Add +4.1% | 217,868 | $12.4M |
| Fermata Advisors, LLC | 3.30% | Add +13.6% | 216,896 | $12.3M |
| First National Advisers, LLC | 1.79% | Reduce -1.5% | 215,641 | $12.3M |
| Northeast Financial Group, Inc. | 3.88% | Add +7.9% | 215,412 | $12.2M |
| CreativeOne Wealth, LLC | 0.32% | Add +13.0% | 215,174 | $12.2M |
| Legacy Edge Advisors, LLC | 1.63% | Add +19.0% | 214,456 | $12.2M |
| Sterling Investment Counsel, LLC | 7.09% | Reduce -48.6% | 212,830 | $12.1M |
| Blair William & Co. | 0.03% | Add +26.4% | 212,699 | $12.1M |
| NWF Advisory Services Inc. | 1.44% | Add +8.7% | 212,392 | $12.1M |
| Wedbush Securities Inc. | 0.42% | Add +8.2% | 211,495 | $12.0M |
| Courier Capital LLC | 0.72% | Add +13.3% | 209,509 | $11.9M |
| D.A. Davidson & Co. | 0.08% | Add +9.9% | 208,363 | $11.8M |
| Visionary Wealth Advisors | 0.60% | Reduce -12.5% | 207,590 | $11.8M |
| Sandbox Financial Partners, LLC | 3.71% | Reduce -0.5% | 206,648 | $11.7M |
| Sigma Planning Corp | 0.35% | Reduce -9.8% | 204,954 | $11.7M |
| Financial Futures Ltd Liability Co. | 6.23% | Add +1.7% | 204,582 | $11.6M |
| International Assets Investment Management, LLC | 0.94% | Reduce -0.4% | 204,163 | $11.6M |
| Security National Bank | 1.97% | Add +1.3% | 200,425 | $11.4M |
| World Investment Advisors | 0.26% | Add +1.8% | 200,262 | $11.4M |
| CVA Family Office, LLC | 1.60% | Reduce -7.3% | 200,209 | $11.4M |
| F/m Investments LLC | 0.41% | Reduce -0.8% | 199,895 | $11.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.57% | Reduce -3.1% | 199,451 | $11.3M |
| Cassia Capital Partners, LLC | 6.74% | Add +5.7% | 197,170 | $11.2M |
| Hedeker Wealth, LLC | 2.57% | Add +11.3% | 194,105 | $11.0M |
| Choreo, LLC | 0.15% | Reduce -5.3% | 193,809 | $11.0M |
| Financial Guidance Group, Inc. | 5.33% | Reduce -4.6% | 193,055 | $11.0M |
| Fiduciary Family Office, LLC | 3.59% | Reduce -2.2% | 192,984 | $11.0M |
| Harbour Investments, Inc. | 0.28% | Add +2.8% | 192,783 | $11.0M |
| Exchange Traded Concepts, LLC | 0.14% | New | 191,752 | $10.9M |
| Larson Financial Group LLC | 0.43% | Add +29.2% | 189,659 | $10.8M |
| Mutual Advisors, LLC | 0.27% | Add +7.2% | 187,652 | $10.8M |
| IVC Wealth Advisors LLC | 5.19% | Reduce -1.6% | 187,376 | $10.7M |
| Capital Analysts, LLC | 0.35% | Add +5.7% | 187,316 | $10.6M |
| Cerity Partners LLC | 0.02% | Add +19.3% | 187,095 | $10.6M |
| Advisory Resource Group | 2.04% | Add +8.2% | 186,941 | $10.6M |
| Mayfair Advisory Group, LLC | 4.98% | Add +0.5% | 188,577 | $10.6M |
| High Net Worth Advisory Group LLC | 2.79% | Add +4.0% | 185,092 | $10.5M |
| Armor Investment Advisors, LLC | 3.90% | Reduce -3.1% | 182,132 | $10.4M |
| Merit Financial Group, LLC | 0.11% | Reduce -6.8% | 180,930 | $10.3M |
| Vienna Asset Management LLC | 7.08% | Add +27.0% | 180,786 | $10.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -19.3% | 179,498 | $10.2M |
| Wealthfront Advisers LLC | 0.03% | Add +5.3% | 179,334 | $10.2M |
| EverSource Wealth Advisors, LLC | 0.46% | Reduce -4.3% | 177,380 | $10.1M |
| Atria Investments, Inc | 0.12% | Add +72.0% | 177,123 | $10.1M |
| Community Bank, N.A. | 1.31% | Add +10.9% | 175,867 | $10.0M |
| Cadence Bank | 0.65% | Add +1.9% | 174,508 | $9.9M |
| Ellis Investment Partners, LLC | 1.92% | Reduce -13.8% | 173,455 | $9.9M |
| Power Wealth Management LLC | 3.79% | Add +1.3% | 173,367 | $9.9M |
| Bleakley Financial Group, LLC | 0.25% | Add +324.2% | 172,705 | $9.8M |
| Retirement Planning Group, LLC / NY | 8.62% | Add +18.5% | 172,465 | $9.8M |
| Cambridge Advisors Inc. | 2.05% | Add +3.0% | 172,306 | $9.8M |
| Forefront Wealth Management Inc. | 7.84% | Add +39.3% | 172,080 | $9.8M |
| ADG Wealth Management Group, LLC | 8.05% | Reduce -5.0% | 166,322 | $9.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -27.4% | 166,291 | $9.5M |
| AE Wealth Management LLC | 0.07% | Reduce -9.6% | 165,383 | $9.4M |
| Bernardo Wealth Planning LLC | 2.04% | Reduce -9.0% | 165,174 | $9.4M |
| Belpointe Asset Management LLC | 0.39% | Add +2.6% | 164,838 | $9.4M |
| CENTRAL TRUST Co | 0.22% | Add +1.8% | 164,184 | $9.3M |
| Country Club Bank | 0.59% | Reduce -0.3% | 164,576 | $9.3M |
| VeraBank, N.A. | 1.87% | Add +1.1% | 163,999 | $9.3M |
| Krilogy Financial LLC | 0.53% | Reduce -12.5% | 163,860 | $9.3M |
| Resonant Capital Advisors, LLC | 0.59% | Add +1.9% | 163,711 | $9.3M |
| Patriot Financial Group Insurance Agency, LLC | 1.07% | Add +4.3% | 167,004 | $9.3M |
| TD Waterhouse Canada Inc. | 0.07% | Add +29.5% | 163,039 | $9.3M |
| Ritter Daniher Financial Advisory LLC / DE | 2.27% | Add +1.8% | 162,557 | $9.2M |
| Wealthspire Retirement, LLC | 0.60% | Add +2.3% | 160,921 | $9.1M |
| CFO4Life Group, LLC | 1.42% | Reduce -18.7% | 159,564 | $9.1M |
| Pacific Center for Financial Services | 2.45% | Reduce -76.3% | 158,873 | $9.0M |
| Signal Advisors Wealth, LLC | 0.71% | Reduce -6.9% | 158,715 | $9.0M |
| Spire Wealth Management | 0.32% | Add +4.2% | 157,616 | $9.0M |
| Capital Investment Advisory Services, LLC | 0.72% | Add +26.3% | 154,690 | $8.8M |
| Baker Avenue Asset Management, LP | 0.25% | Reduce -1.4% | 154,500 | $8.8M |
| Foguth Wealth Management, LLC. | 1.87% | Reduce -18.5% | 154,077 | $8.8M |
| Retirement Financial Solutions, LLC | 3.07% | Reduce -0.7% | 153,429 | $8.7M |
| Masso Torrence Wealth Management Inc. | 3.98% | Add +5.9% | 151,684 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +33.8% | 151,033 | $8.6M |
| SMART Wealth LLC | 2.66% | Add +19.6% | 149,371 | $8.5M |
| StrongBox Wealth, LLC | 3.21% | Add +2.6% | 148,751 | $8.5M |
| Koshinski Asset Management, Inc. | 0.63% | Add +9.7% | 147,429 | $8.4M |
| Selective Wealth Management, Inc. | 3.05% | Reduce -9.3% | 146,997 | $8.4M |
| Montis Financial, LLC | 2.30% | Add +1.9% | 145,602 | $8.3M |
| Wick Capital Partners, LLC | 2.13% | Reduce -99.4% | 1,323 | $8.2M |
| SeaCrest Wealth Management, LLC | 0.89% | Add +8.6% | 143,891 | $8.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -0.1% | 143,461 | $8.2M |
| Edgemoor Investment Advisors, Inc. | 0.71% | Add +4.0% | 143,084 | $8.1M |
| StoneX Group Inc. | 0.39% | Reduce -0.7% | 142,060 | $8.1M |
| Bouvel Investment Partners, LLC | 2.73% | Reduce -20.6% | 142,025 | $8.1M |
| Farther Finance Advisors, LLC | 0.16% | Reduce -21.6% | 142,004 | $8.1M |
| Fairway Wealth LLC | 2.57% | Add +6.6% | 141,470 | $8.0M |
| NCM Capital Management, LLC | 3.27% | Add +2.8% | 140,080 | $8.0M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -11.0% | 138,716 | $7.9M |
| New England Private Wealth Advisors LLC | 1.15% | Reduce -11.5% | 138,536 | $7.9M |
| Independent Financial Group, LLC | 0.22% | Reduce -9.9% | 137,443 | $7.8M |
| Brady Martz Wealth Solutions, LLC | 1.50% | Reduce -2.1% | 136,431 | $7.8M |
| Verity Asset Management, Inc. | 3.70% | Add +2.1% | 136,417 | $7.8M |
| Eastern Bank | 0.15% | Add +16.0% | 136,050 | $7.7M |
| Intrepid Financial Planning Group LLC | 3.20% | Add +10.2% | 134,076 | $7.6M |
| PFG Investments, LLC | 0.45% | Add +20.7% | 133,911 | $7.6M |
| Moors & Cabot, Inc. | 0.35% | Add +28.6% | 132,359 | $7.5M |
| First Hawaiian Bank | 1.02% | Add +49.1% | 131,929 | $7.5M |
| Daymark Wealth Partners, LLC | 0.28% | Reduce -7.3% | 131,248 | $7.5M |
| Vicus Capital | 0.62% | Add +3.2% | 131,004 | $7.4M |
| Lake Street Private Wealth, LLC | 1.06% | Reduce -1.3% | 130,758 | $7.4M |
| MBA Advisors LLC | 3.42% | Add +15.1% | 130,289 | $7.4M |
| Hunter Associates Investment Management LLC | 1.08% | Add +6.4% | 128,655 | $7.3M |
| Sterling Investment Advisors, Ltd. | 1.58% | Add +7.5% | 126,950 | $7.2M |
| Floyd Financial Group LLC | 6.67% | Add +765.5% | 126,656 | $7.2M |
| Kingswood Wealth Advisors, LLC | 0.56% | Add +4.8% | 125,158 | $7.1M |
| Financial Alternatives, Inc | 4.63% | Add +6.3% | 125,019 | $7.1M |
| FRG Family Wealth Advisors LLC | 1.22% | Add +4.0% | 123,862 | $7.0M |
| Destiny Wealth Partners, LLC | 0.94% | Add +2.8% | 122,671 | $7.0M |
| Garden State Investment Advisory Services LLC | 1.87% | Reduce -2.4% | 121,431 | $6.9M |
| Aprio Wealth Management, LLC | 0.78% | Reduce -5.5% | 121,158 | $6.9M |
| Benjamin Edwards Inc. | 0.09% | Add +16.0% | 120,950 | $6.9M |
| MTM Financial Group, LLC | 3.71% | Add +1161.2% | 120,026 | $6.8M |
| Turn8 Private Wealth Inc. | 4.90% | Add +17.8% | 119,149 | $6.8M |
| Integrity Investment Advisors, LLC | 5.21% | Reduce -0.0% | 119,155 | $6.8M |
| Strategic Wealth Partners, Ltd. | 0.53% | — | 118,794 | $6.8M |
| Stonebridge Financial Group, LLC | 0.65% | Reduce -30.6% | 118,426 | $6.7M |
| Strategic Blueprint, LLC | 0.33% | Add +1.3% | 117,819 | $6.7M |
| Lowe Wealth Advisors, LLC | 2.57% | Add +2.5% | 115,741 | $6.6M |
| 49 Wealth Management, LLC | 0.70% | Reduce -14.7% | 115,510 | $6.6M |
| Community Financial Services Group, LLC | 1.28% | Add +1.6% | 113,221 | $6.4M |
| Prevail Innovative Wealth Advisors, LLC | 1.44% | Add +26.2% | 113,157 | $6.4M |
| Principle Wealth Partners LLC | 0.40% | Reduce -8.3% | 111,704 | $6.4M |
| Global Assets Advisory, LLC | 2.47% | Reduce -64.8% | 111,549 | $6.3M |
| Insigneo Advisory Services, LLC | 0.54% | Add +43.3% | 111,331 | $6.3M |
| Southeast Asset Advisors, LLC | 0.75% | Add +8.2% | 110,850 | $6.3M |
| Pinnacle Wealth Management, LLC | 5.25% | Reduce -30.9% | 110,394 | $6.3M |
| Perissos Private Wealth Management, LLC | 4.90% | Add +4.7% | 109,059 | $6.2M |
| Kennedy Investment Group, Inc. | 2.63% | Add +2.0% | 108,734 | $6.2M |
| Ocean Park Asset Management, LLC | 0.22% | No change | 106,094 | $6.1M |
| Capital Advisors Wealth Management, LLC | 0.95% | Add +1.9% | 106,080 | $6.0M |
| Cahill Financial Advisors Inc. | 0.74% | Add +3.6% | 104,753 | $6.0M |
| Sowell Financial Services LLC | 0.24% | Add +0.2% | 104,688 | $6.0M |
| Archer Investment Corp | 1.42% | Add +9.0% | 104,480 | $5.9M |
| RFG Advisory, LLC | 0.14% | Add +60.3% | 103,998 | $5.9M |
| Alpine Bank Wealth Management | 0.89% | New | 103,803 | $5.9M |
| Bridgewealth Advisory Group, LLC | 1.48% | Add +228.8% | 102,707 | $5.8M |
| Essex Financial Services, Inc. | 0.38% | Add +3.5% | 102,675 | $5.8M |
| Vivid Wealth Management, LLC | 2.56% | Reduce -3.6% | 102,365 | $5.8M |
| Corient Private Wealth LP | 0.01% | Add +127.4% | 102,310 | $5.8M |
| Centaurus Financial, Inc. | 0.34% | Add +11.3% | 100,967 | $5.7M |
| Safe Harbor Fiduciary, LLC | 5.34% | New | 100,231 | $5.7M |
| Milestone Asset Management, LLC | 1.20% | Add +11.4% | 100,190 | $5.7M |
| Cornerstone Wealth Group, LLC | 0.42% | Reduce -2.1% | 99,057 | $5.6M |
| Evermay Wealth Management LLC | 0.69% | Reduce -3.9% | 98,849 | $5.6M |
| Nations Financial Group Inc, /Ia/ | 0.38% | Reduce -24.1% | 96,766 | $5.5M |
| Greater Midwest Financial Group, LLC | 4.16% | Add +7.2% | 95,907 | $5.5M |
| DeDora Capital, Inc. | 1.42% | Add +746.2% | 95,565 | $5.4M |
| Continuum Advisory, LLC | 0.65% | Reduce -0.5% | 95,522 | $5.4M |
| ZEGA Investments, LLC | 1.36% | Reduce -4.6% | 95,410 | $5.4M |
| Sierra Ocean, LLC | 3.87% | Add +3.8% | 94,498 | $5.4M |
| KMG Fiduciary Partners, LLC | 0.40% | Reduce -2.4% | 94,328 | $5.4M |
| Flagstar Securities, Inc. | 1.48% | Add +0.7% | 94,151 | $5.4M |
| Ulland Investment Advisors, LLC | 4.37% | Add +20.4% | 93,734 | $5.3M |
| AQR Capital Management | 0.00% | Add +10.1% | 93,331 | $5.3M |
| Perkins Coie Trust Co | 0.90% | Add +543.2% | 93,171 | $5.3M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -50.7% | 92,353 | $5.3M |
| Fifth Third Securities, Inc. | 0.39% | Add +22.4% | 91,386 | $5.2M |
| Thrive Capital Management, LLC | 1.63% | Add +367.1% | 91,350 | $5.2M |
| Prelude Capital Management, LLC | 0.50% | New | 90,000 | $5.1M |
| Gotham Asset Management | 0.03% | Add +12.7% | 89,607 | $5.1M |
| Eagle Bluffs Wealth Management LLC | 2.42% | Reduce -0.3% | 89,416 | $5.1M |
| 21 West Wealth Management LLC | 5.12% | — | 89,336 | $5.1M |
| Harbor Investment Advisory, LLC | 0.45% | Reduce -0.5% | 89,007 | $5.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +77.2% | 88,374 | $5.0M |
| J2 Capital Management Inc | 3.98% | Reduce -4.0% | 87,929 | $5.0M |
| Boyum Wealth Architects LLC | 3.67% | Add +2.0% | 87,760 | $5.0M |
| Focused Wealth Management, Inc | 0.61% | Add +0.0% | 87,673 | $5.0M |
| Investment Partners Asset Management, Inc. | 3.44% | Add +0.8% | 86,856 | $4.9M |
| Penney Financial, LLC | 2.49% | Add +1.4% | 86,324 | $4.9M |
| Summit Financial Wealth Advisors, LLC | 0.88% | Add +3.4% | 86,110 | $4.9M |
| Thomasville National Bank | 0.33% | Reduce -17.0% | 86,061 | $4.9M |
| Transce3nd, LLC | 2.05% | Add +10.5% | 85,549 | $4.9M |
| Legacy Private Trust Co. | 0.31% | Reduce -34.7% | 85,014 | $4.8M |
| Ameritas Advisory Services, LLC | 0.25% | Reduce -41.5% | 84,862 | $4.8M |
| Channel Wealth LLC | 1.36% | Reduce -28.9% | 84,723 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -10.2% | 84,591 | $4.8M |
| Tradewinds, LLC. | 3.64% | Add +627.0% | 84,357 | $4.8M |
| Merkkuri Wealth Advisors LLC | 3.64% | Add +15.4% | 84,357 | $4.8M |
| Three Magnolias Financial Advisors, LLC | 3.32% | Add +81.2% | 83,961 | $4.8M |
| EWG Elevate Inc. | 1.47% | Add +84.8% | 83,842 | $4.8M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -38.9% | 83,660 | $4.8M |
| Apella Capital, LLC | 0.13% | New | 83,861 | $4.8M |
| Members Advisory Group LLC | 1.78% | Add +3.7% | 83,172 | $4.7M |
| O'ROURKE & COMPANY, Inc | 2.20% | Reduce -1.1% | 83,068 | $4.7M |
| Cibc World Market Inc. | 0.01% | Reduce -49.0% | 82,958 | $4.7M |
| Herbst Group, LLC | 2.80% | Reduce -10.0% | 82,082 | $4.7M |
| Clark Wealth Partners | 3.15% | Add +4.3% | 82,044 | $4.7M |
| Joseph P. Lucia & Associates, LLC | 1.89% | Add +0.9% | 81,366 | $4.6M |
| N.E.W. Advisory Services LLC | 0.45% | Reduce -22.3% | 80,800 | $4.6M |
| Allred Capital Management, LLC | 1.71% | Add +7.1% | 80,670 | $4.6M |
| Perigon Wealth Management, LLC | 0.11% | Add +37.6% | 80,658 | $4.6M |
| LifeWealth Investments, LLC | 1.66% | Add +21.6% | 80,401 | $4.6M |
| Gries Financial LLC | 0.83% | Reduce -0.1% | 79,804 | $4.5M |
| Calton & Associates, Inc. | 0.78% | Add +9.4% | 79,748 | $4.5M |
| Arkadios Wealth Advisors | 0.14% | Add +91.7% | 79,710 | $4.5M |
| Ausdal Financial Partners, Inc. | 0.30% | Add +19.5% | 79,328 | $4.5M |
| Meadow Creek Wealth Advisors LLC | 3.04% | Add +4.3% | 79,285 | $4.5M |
| Silverlake Wealth Management LLC | 1.33% | Add +8.2% | 79,232 | $4.5M |
| Madrona Financial Services, LLC | 1.08% | Reduce -2.7% | 79,103 | $4.5M |
| Summit Wealth Partners, LLC | 0.86% | Add +9.3% | 78,889 | $4.5M |
| Citizens Financial Group Inc. | 0.07% | Add +24.9% | 78,270 | $4.4M |
| MIdWestOne Financial Group, Inc. | 0.58% | Reduce -29.8% | 78,207 | $4.4M |
| Avior Wealth Management, LLC | 0.15% | Reduce -6.3% | 77,257 | $4.4M |
| Walkner Condon Financial Advisors LLC | 0.80% | Reduce -23.4% | 76,572 | $4.4M |
| RDA Financial Network | 1.17% | Add +8.8% | 75,904 | $4.3M |
| Aventura Private Wealth, LLC | 1.84% | Reduce -26.0% | 74,912 | $4.3M |
| Modern Wealth Management, LLC | 0.10% | Reduce -29.1% | 73,705 | $4.2M |
| Parsons Capital Management Inc. | 0.26% | Add +2.3% | 73,697 | $4.2M |
| STAR Financial Bank | 2.66% | Add +411.6% | 73,696 | $4.2M |
| IFP Advisors, Inc | 0.12% | Add +7.1% | 73,476 | $4.2M |
| Delta Investment Management, LLC | 0.80% | Reduce -20.5% | 73,206 | $4.2M |
| StoneCrest Wealth Management, Inc. | 1.96% | Add +3.6% | 72,418 | $4.1M |
| NFSG Corp | 0.67% | Reduce -13.3% | 72,310 | $4.1M |
| Walter & Keenan Wealth Management LLC /in/ | 1.19% | Add +2.5% | 72,262 | $4.1M |
| Campbell Deegan Wealth Management, LLC | 3.99% | Add +76.2% | 71,354 | $4.1M |
| Retirement Guys Formula LLC | 1.54% | Add +2.7% | 71,285 | $4.1M |
| Windsor Capital Management, LLC | 1.18% | Add +6.1% | 71,170 | $4.0M |
| Snider Financial Group | 1.17% | Add +1.5% | 71,127 | $4.0M |
| Money Concepts Capital Corp. | 0.27% | Add +0.8% | 70,726 | $4.0M |
| Weinberger Asset Management, Inc | 1.55% | Add +2.9% | 70,527 | $4.0M |
| Smith, Moore & Co. | 0.34% | Add +6.4% | 70,191 | $4.0M |
| Lowery Thomas, LLC | 2.54% | Reduce -8.6% | 69,831 | $4.0M |
| Vise Technologies, Inc. | 0.16% | — | 69,811 | $4.0M |
| CW Advisors, LLC | 0.04% | Add +5.3% | 69,793 | $4.0M |
| M Holdings Securities, Inc. | 0.68% | Add +60.3% | 69,639 | $4.0M |
| Worth Financial Advisory Group, LLC | 2.42% | Add +0.6% | 69,424 | $3.9M |
| Heritage Trust Co | 0.46% | Reduce -8.7% | 69,321 | $3.9M |
| Trajan Wealth LLC | 0.19% | Reduce -5.5% | 68,965 | $3.9M |
| Next Level Private LLC | 1.25% | Reduce -19.2% | 67,504 | $3.8M |
| Princeton Global Asset Management LLC | 0.70% | Reduce -12.0% | 67,378 | $3.8M |
| FourThought Financial Partners, LLC | 0.38% | Add +4.8% | 66,923 | $3.8M |
| Private Wealth Partners, LLC | 0.30% | Add +2.2% | 66,918 | $3.8M |
| Whipplewood Advisors, LLC | 2.09% | Add +191.2% | 66,871 | $3.8M |
| Capstone Wealth Management Group LLC | 2.76% | Reduce -11.8% | 66,797 | $3.8M |
| 4WEALTH Advisors, Inc. | 3.94% | Add +0.5% | 66,746 | $3.8M |
| Caerus Investment Advisors, LLC | 3.61% | Reduce -27.1% | 66,590 | $3.8M |
| Claro Advisors Inc. | 0.62% | Add +0.7% | 66,411 | $3.8M |
| Intrua Financial, LLC | 0.54% | Reduce -22.5% | 66,231 | $3.8M |
| Wealthspan Partners, LLC | 1.55% | Add +14.8% | 65,902 | $3.7M |
| Little House Capital LLC | 0.94% | Add +4.6% | 65,839 | $3.7M |
| RPg Family Wealth Advisory, LLC | 0.99% | Add +6.2% | 65,766 | $3.7M |
| Fairway Financial, LLC | 3.16% | Add +3.0% | 65,670 | $3.7M |
| Tableaux LLC | 2.14% | Add +67.4% | 65,604 | $3.7M |
| Procyon Advisors, LLC | 0.35% | Reduce -4.9% | 65,319 | $3.7M |
| Semus Wealth Partners LLC | 2.40% | Add +2.8% | 65,202 | $3.7M |
| Goldstone Financial Group, LLC | 0.49% | Add +5.4% | 64,651 | $3.7M |
| Base Wealth Management LLC | 2.35% | Add +32.7% | 64,555 | $3.7M |
| Focus Financial Network, Inc. | 0.14% | Add +16.7% | 64,084 | $3.6M |
| Saxony Capital Management, LLC | 2.78% | Add +18.3% | 63,817 | $3.6M |
| Inspire Advisors, LLC | 0.38% | Add +157.3% | 63,785 | $3.6M |
| Register Financial Advisors LLC | 1.57% | Add +13.8% | 63,074 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +18.3% | 63,016 | $3.6M |
| Marino, Stram & Associates LLC | 0.72% | Add +37.3% | 62,916 | $3.6M |
| Interchange Capital Partners, LLC | 0.82% | Add +0.6% | 62,817 | $3.6M |
| Bank of Montreal | 0.00% | Add +13.0% | 62,780 | $3.6M |
| Fragasso Financial Advisors Inc | 0.24% | Reduce -32.5% | 62,331 | $3.5M |
| West Michigan Advisors, LLC | 1.00% | Add +2.7% | 62,312 | $3.5M |
| AlphaStar Capital Management, LLC | 0.25% | Add +7.4% | 62,136 | $3.5M |
| AlphaCore Capital LLC | 0.13% | Add +13.2% | 61,463 | $3.5M |
| Kingstone Capital Partners Texas, LLC | 2.27% | Reduce -40.9% | 61,261 | $3.5M |
| M.E. Allison & Co., Inc. | 2.80% | Add +25.2% | 61,214 | $3.5M |
| Crescent Grove Advisors, LLC | 0.34% | Add +35.6% | 61,161 | $3.5M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -3.1% | 61,100 | $3.5M |
| Beam Wealth Advisors, Inc. | 1.03% | Add +23.2% | 61,071 | $3.5M |
| Ignite Planners, LLC | 0.60% | Add +1.4% | 60,910 | $3.5M |
| Level Four Advisory Services, LLC | 0.13% | Add +35.5% | 60,974 | $3.5M |
| Retirement Planning Group, LLC | 0.15% | Add +13.9% | 60,402 | $3.4M |
| Wincap Financial LLC | 2.76% | Add +37.1% | 60,402 | $3.4M |
| American Trust | 0.32% | Add +258.3% | 60,397 | $3.4M |
| CAP Partners, LLC | 2.15% | Reduce -12.2% | 60,193 | $3.4M |
| Clarity Wealth Advisors, LLC | 0.84% | Add +5.8% | 60,142 | $3.4M |
| Norris Financial Group, LLC | 1.40% | Add +117.4% | 60,042 | $3.4M |
| Ehrlich Financial Group | 2.21% | Add +5.0% | 59,973 | $3.4M |
| Helium Advisors LLC | 2.16% | Reduce -11.5% | 59,953 | $3.4M |
| Bay Capital Advisors, LLC | 2.60% | Add +2.2% | 59,928 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -21.9% | 59,070 | $3.4M |
| Rockport Wealth LLC | 0.78% | Add +3.8% | 59,053 | $3.4M |
| Stelac Advisory Services LLC | 1.27% | New | 58,906 | $3.3M |
| Patten Group, Inc. | 0.71% | Add +16.1% | 58,734 | $3.3M |
| SkyOak Wealth, LLC | 0.66% | Add +3.5% | 57,947 | $3.3M |
| Bradley Foster & Sargent Inc. | 0.05% | New | 57,683 | $3.3M |
| SlateStone Wealth, LLC | 0.31% | Add +0.2% | 57,605 | $3.3M |
| Onyx Bridge Wealth Group LLC | 0.43% | Add +10.3% | 57,366 | $3.3M |
| Prudential PLC | 0.02% | Add +1.2% | 57,100 | $3.2M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +4.8% | 56,943 | $3.2M |
| Bristlecone Advisors, LLC | 0.27% | Add +4.4% | 56,778 | $3.2M |
| Planning Directions Inc. | 1.81% | Add +0.8% | 56,648 | $3.2M |
| Fortress Financial Solutions, LLC | 4.04% | Add +7.8% | 56,616 | $3.2M |
| Scott Capital Advisors, LLC | 0.85% | Add +8.2% | 55,095 | $3.1M |
| Herold Advisors, Inc. | 0.66% | Add +3.5% | 54,970 | $3.1M |
| Lanark Financial, Inc. | 0.26% | Add +7.2% | 54,909 | $3.1M |
| Schnieders Capital Management LLC | 0.55% | New | 54,408 | $3.1M |
| Bellevue Asset Management, LLC | 1.51% | Reduce -0.2% | 54,401 | $3.1M |
| Slagle Financial, LLC | 1.23% | New | 53,904 | $3.1M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +6.9% | 53,824 | $3.1M |
| Main Street Financial Solutions, LLC | 0.22% | Add +209.4% | 53,738 | $3.1M |
| NewEdge Wealth, LLC | 0.05% | Reduce -29.0% | 54,465 | $3.0M |
| LexAurum Advisors, LLC | 0.48% | Add +24.0% | 53,517 | $3.0M |
| Weil Company, Inc. | 0.80% | Reduce -29.2% | 53,453 | $3.0M |
| KFG Wealth Management, LLC | 0.49% | Add +27.0% | 53,426 | $3.0M |
| Integrated Financial Solutions, Inc. | 2.57% | — | 53,162 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +74.0% | 52,721 | $3.0M |
| Integrity Alliance, Llc. | 0.16% | Reduce -22.4% | 52,601 | $3.0M |
| Moser Wealth Advisors, LLC | 1.43% | Reduce -0.8% | 52,300 | $3.0M |
| J Hagan Capital, Inc. | 2.01% | Reduce -4.6% | 52,250 | $3.0M |
| Prosperity Financial Group, Inc. | 1.25% | Add +6.0% | 51,640 | $2.9M |
| Diversify Wealth Management, LLC | 0.18% | Add +11.1% | 52,010 | $2.9M |
| Sax Wealth Advisors, LLC | 0.18% | Add +19.0% | 51,162 | $2.9M |
| Verus Capital Partners, LLC | 0.26% | Add +6.6% | 50,971 | $2.9M |
| Gill Capital Partners, LLC | 0.93% | Add +11.5% | 50,881 | $2.9M |
| Sulzberger Capital Advisors, Inc. | 3.38% | Reduce -14.8% | 50,812 | $2.9M |
| Lifeworks Advisors, LLC | 0.43% | Add +87.3% | 50,652 | $2.9M |
| Panoramic Investment Advisors, LLC | 1.76% | Add +1.6% | 50,494 | $2.9M |
| Investment Planning Advisors, Inc. | 1.01% | Reduce -23.7% | 50,483 | $2.9M |
| JSF Financial, LLC | 0.68% | Add +15.7% | 50,388 | $2.9M |
| Means Investment Co., Inc. | 0.27% | Reduce -10.3% | 50,284 | $2.9M |
| Sunpointe, LLC | 1.12% | Add +2.5% | 49,861 | $2.8M |
| Global Retirement Partners, LLC | 0.07% | — | 49,825 | $2.8M |
| Silver Oak Securities, Incorporated | 0.23% | Reduce -14.5% | 49,340 | $2.8M |
| Archford Capital Strategies, LLC | 0.36% | Add +6.0% | 49,254 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.65% | Add +1.2% | 49,196 | $2.8M |
| SFE Investment Counsel | 0.49% | Reduce -31.3% | 49,150 | $2.8M |
| Frederick Financial Consultants, LLC | 1.71% | Add +4.6% | 48,303 | $2.7M |
| Redmond Asset Management, LLC | 0.65% | Reduce -2.6% | 48,277 | $2.7M |
| 3EDGE Asset Management, LP | 0.17% | Add +5.8% | 48,061 | $2.7M |
| Rahlfs Capital, LLC | 2.50% | Add +27.7% | 47,958 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -19.1% | 47,803 | $2.7M |
| Kovack Advisors, Inc. | 0.27% | Add +11.5% | 47,770 | $2.7M |
| Pallas Capital Advisors LLC | 0.10% | Add +2.8% | 47,709 | $2.7M |
| TrueWealth Advisors, LLC | 0.80% | Reduce -5.7% | 47,644 | $2.7M |
| FMA Wealth Management, LLC | 2.00% | Add +4.1% | 47,639 | $2.7M |
| Rovin Capital /Ut/ | 0.82% | Add +3.4% | 47,563 | $2.7M |
| Smartleaf Asset Management LLC | 0.24% | Reduce -37.0% | 47,580 | $2.7M |
| Scotia Capital Inc. | 0.01% | Add +36.1% | 47,353 | $2.7M |
| AIFG Consultants Ltd. | 5.22% | Reduce -19.9% | 47,135 | $2.7M |
| Financial Management Network Inc. | 0.48% | Add +3.5% | 46,905 | $2.7M |
| GFS Advisors, LLC | 0.36% | Reduce -1.6% | 46,630 | $2.7M |
| First PREMIER Bank | 0.64% | Reduce -1.5% | 46,478 | $2.6M |
| Haverford Trust Co | 0.03% | Reduce -3.6% | 46,481 | $2.6M |
| Acorn Wealth Advisors, LLC | 0.98% | Reduce -0.4% | 46,395 | $2.6M |
| BG Investment Services, LLC | 3.30% | Add +41.7% | 46,217 | $2.6M |
| Quantinno Capital Management LP | 0.01% | New | 46,288 | $2.6M |
| First Commonwealth Financial Corp | 0.57% | Reduce -0.5% | 46,244 | $2.6M |
| Cora Capital Advisors LLC | 1.17% | Add +5.3% | 46,222 | $2.6M |
| San Luis Wealth Advisors LLC | 0.56% | Reduce -0.0% | 46,149 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -11.9% | 45,678 | $2.6M |
| Parallel Advisors, LLC | 0.05% | Add +3.1% | 45,589 | $2.6M |
| Cibc World Markets Corp. | 0.02% | Add +5.4% | 45,464 | $2.6M |
| Purus Wealth Management, LLC | 0.90% | Reduce -0.5% | 45,408 | $2.6M |
| Foresight Capital Management Advisors, Inc. | 1.50% | New | 45,333 | $2.6M |
| Chapin Davis, Inc. | 0.71% | Add +18.0% | 45,276 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +37.5% | 45,122 | $2.6M |
| Guardian Financial Partners, LLC | 1.15% | Add +5.8% | 45,049 | $2.6M |
| Cordgrass Capital Advisors, LLC | 0.69% | Reduce -6.6% | 44,934 | $2.6M |
| Avestar Capital, LLC | 0.19% | Reduce -0.7% | 44,706 | $2.5M |
| Oxinas Partners, LLC | 1.30% | Add +3.8% | 44,442 | $2.5M |
| True North Advisors, LLC | 0.48% | Add +23.9% | 44,281 | $2.5M |
| Private Client Services, LLC | 0.98% | Add +5.8% | 44,137 | $2.5M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.78% | Add +23.2% | 44,118 | $2.5M |
| CoreFirst Bank & Trust | 1.41% | Add +1.6% | 44,033 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +7.9% | 44,009 | $2.5M |
| Carr Financial Group Corp | 0.74% | Add +8.3% | 43,840 | $2.5M |
| Websterrogers Financial Advisors, LLC | 0.79% | Reduce -5.3% | 43,620 | $2.5M |
| Quadrature Capital Ltd | 0.04% | New | 42,916 | $2.4M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -86.6% | 42,846 | $2.4M |
| Whalen Wealth Management Inc. | 1.52% | Add +19.6% | 42,577 | $2.4M |
| Regal Investment Advisors LLC | 0.18% | Reduce -21.3% | 42,447 | $2.4M |
| Hourglass Capital, LLC | 0.59% | No change | 42,150 | $2.4M |
| Lewis Asset Management, LLC | 1.12% | Add +138.2% | 42,015 | $2.4M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -1.6% | 41,813 | $2.4M |
| LGT Financial Advisors LLC | 6.02% | Add +82.1% | 41,755 | $2.4M |
| Sachetta, LLC | 0.94% | Reduce -6.9% | 41,704 | $2.4M |
| MAS Advisors LLC | 3.87% | Reduce -10.1% | 41,612 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Reduce -15.8% | 41,612 | $2.4M |
| Armstrong Advisory Group, Inc. | 0.18% | Add +14.7% | 41,588 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -70.3% | 41,112 | $2.3M |
| Riverbend Wealth Management, LLC | 1.76% | Add +22.6% | 40,812 | $2.3M |
| Independent Wealth Network Inc. | 0.84% | Add +3.1% | 40,369 | $2.3M |
| Ring Mountain Capital, LLC | 1.39% | Add +24.7% | 40,210 | $2.3M |
| United Advisor Group, LLC | 0.40% | Reduce -3.1% | 40,202 | $2.3M |
| Sheets Smith Wealth Management | 0.27% | Add +1.7% | 40,056 | $2.3M |
| Anchor Capital Management Group Inc | 1.06% | No change | 40,000 | $2.3M |
| Shepherd Kaplan Krochuk, LLC | 1.94% | Reduce -21.4% | 39,200 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -27.5% | 39,060 | $2.2M |
| Hexagon Capital Partners LLC | 0.49% | Add +5.5% | 38,761 | $2.2M |
| Optima Capital LLC | 1.18% | Add +6.8% | 38,676 | $2.2M |
| Venture Visionary Partners LLC | 0.08% | Add +0.3% | 38,550 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.18% | Add +6.5% | 38,526 | $2.2M |
| Maia Wealth LLC | 0.42% | Add +13.3% | 38,335 | $2.2M |
| 5T Wealth, LLC | 1.11% | Add +8.5% | 38,280 | $2.2M |
| Lifestyle Asset Management, Inc. | 1.01% | Reduce -12.4% | 38,241 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.16% | Reduce -26.8% | 38,134 | $2.2M |
| Moseley Investment Management Inc. | 0.74% | Add +8.4% | 37,827 | $2.2M |
| Ancora Advisors LLC | 0.04% | Reduce -4.9% | 37,715 | $2.1M |
| Greenwich Wealth Management LLC | 0.10% | Reduce -2.0% | 37,577 | $2.1M |
| Sovran Advisors, LLC | 0.22% | Reduce -30.1% | 37,499 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Add +17.2% | 37,424 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.76% | Add +3.2% | 36,961 | $2.1M |
| Bravias Capital Group, LLC | 1.54% | Reduce -7.4% | 36,850 | $2.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.27% | Reduce -3.8% | 36,670 | $2.1M |
| Croban | 1.77% | New | 36,451 | $2.1M |
| Bell Bank | 0.10% | Add +3.2% | 36,385 | $2.1M |
| Tyche Wealth Partners LLC | 0.41% | Add +124.2% | 36,142 | $2.1M |
| Lokken Investment Group LLC | 0.79% | Add +32.1% | 36,138 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Add +4.1% | 36,085 | $2.1M |
| Integras Partners LLC | 2.20% | Reduce -5.2% | 36,083 | $2.1M |
| McDonald Partners LLC | 0.49% | Add +6.0% | 36,070 | $2.1M |
| Chung Wu Investment Group, LLC | 2.13% | Add +66.8% | 35,922 | $2.0M |
| Littlejohn Financial Services, Inc. | 1.58% | Reduce -10.3% | 35,893 | $2.0M |
| Crewe Advisors LLC | 0.29% | Add +6.1% | 35,789 | $2.0M |
| Empire Financial Management Company, LLC | 0.59% | Add +0.0% | 35,738 | $2.0M |
| Clear Creek Financial Management, LLC | 0.19% | Reduce -5.2% | 35,333 | $2.0M |
| SevenBridge Financial Group, LLC | 0.35% | Reduce -25.5% | 35,605 | $2.0M |
| Asset Allocation Strategies LLC | 0.44% | Add +36.7% | 35,207 | $2.0M |
| Round Rock Advisors LLC | 0.34% | Reduce -11.4% | 35,153 | $2.0M |
| Heritage Wealth Management, Inc. | 0.65% | Add +38.3% | 35,129 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.74% | Add +39.7% | 34,867 | $2.0M |
| Mainstream Capital Management LLC | 1.44% | Reduce -4.7% | 34,715 | $2.0M |
| Sound Income Strategies, LLC | 0.11% | Add +2.1% | 34,481 | $2.0M |
| Westbourne Investments, Inc. | 1.04% | Reduce -9.4% | 34,445 | $2.0M |
| Investor's Fiduciary Advisor Network, LLC | 0.73% | Add +21.1% | 34,440 | $2.0M |
| Newport Capital Group, LLC | 1.32% | Reduce -39.0% | 34,343 | $2.0M |
| Integral Investment Advisors, Inc. | 0.55% | Reduce -2.5% | 34,182 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.70% | Reduce -0.4% | 34,042 | $1.9M |
| Sage Capital Management, LLC | 0.92% | Add +1.0% | 33,729 | $1.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Add +198.0% | 33,658 | $1.9M |
| Worth Asset Management, LLC | 0.94% | Add +0.3% | 33,531 | $1.9M |
| Grantvest Financial Group LLC | 1.40% | Add +7.5% | 33,226 | $1.9M |
| Frontier Asset Management, LLC | 0.51% | Reduce -0.0% | 33,110 | $1.9M |
| Financial Partners Group, Inc | 0.26% | Reduce -89.8% | 33,056 | $1.9M |
| CPC Advisors, LLC | 0.24% | Reduce -0.9% | 32,964 | $1.9M |
| Triumph Capital Management | 0.56% | Reduce -3.5% | 32,705 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Reduce -2.0% | 32,691 | $1.9M |
| BKM Wealth Management, LLC | 0.72% | Add +3.5% | 32,609 | $1.9M |
| WealthPlan Investment Management, LLC | 0.13% | Add +42.6% | 32,461 | $1.8M |
| Gables Capital Management Inc. | 0.87% | Reduce -8.8% | 32,449 | $1.8M |
| Somerset Trust Co | 0.60% | Add +1.0% | 32,271 | $1.8M |
| Kraematon Investment Advisors, Inc. | 1.73% | Reduce -2.0% | 32,252 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +342.8% | 32,201 | $1.8M |
| Wealthcare Capital Partners, LLC | 0.92% | Add +1.1% | 32,187 | $1.8M |
| Sunbelt Securities, Inc. | 0.16% | Add +72.8% | 31,790 | $1.8M |
| Transcend Capital Advisors, LLC | 0.14% | Reduce -18.0% | 32,107 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.25% | Reduce -2.6% | 31,834 | $1.8M |
| Red Mountain Financial, LLC | 2.01% | Add +0.3% | 31,798 | $1.8M |
| Ameriflex Group, Inc. | 0.95% | Reduce -41.1% | 31,940 | $1.8M |
| Sovereign Financial Group, Inc. | 0.37% | Add +16.2% | 31,504 | $1.8M |
| Drive Wealth Management, LLC | 0.39% | Add +13.6% | 31,436 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Add +73.3% | 31,420 | $1.8M |
| Cascade Investment Group, Inc. | 1.23% | Add +0.9% | 31,003 | $1.8M |
| Brookwood Investment Group LLC | 0.28% | Reduce -18.9% | 30,694 | $1.7M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.60% | Add +23.8% | 30,465 | $1.7M |
| National Philanthropic Trust | 0.02% | No change | 30,409 | $1.7M |
| Nelson Capital Management, LLC | 0.23% | Add +0.8% | 30,357 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.8% | 30,323 | $1.7M |
| PDS Planning, Inc | 0.13% | Add +1.8% | 30,243 | $1.7M |
| Security National Bank of So Dak | 0.93% | Add +46.2% | 29,885 | $1.7M |
| ELCO Management Co., LLC | 0.89% | Reduce -0.3% | 29,700 | $1.7M |
| TFR Capital, LLC. | 0.61% | Add +15.0% | 29,404 | $1.7M |
| D'Orazio & Associates, Inc. | 0.23% | Reduce -51.8% | 29,170 | $1.7M |
| Founders Financial Securities LLC | 0.13% | Add +3.3% | 29,110 | $1.7M |
| Post Resch Tallon Group Inc. | 1.58% | Reduce -4.4% | 28,712 | $1.6M |
| Note Advisors, LLC | 1.12% | Add +8.5% | 28,443 | $1.6M |
| Pennsylvania Capital Management Inc. | 0.52% | Reduce -20.4% | 28,250 | $1.6M |
| Florida Financial Advisors, LLC | 0.39% | Add +133.3% | 28,209 | $1.6M |
| Brasada Capital Management, LP | 0.27% | Add +94.4% | 27,971 | $1.6M |
| Modus Advisors, LLC | 0.47% | Add +3.9% | 27,900 | $1.6M |
| Spinnaker Investment Group, LLC | 0.37% | Reduce -25.8% | 27,814 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.06% | Reduce -1.7% | 27,726 | $1.6M |
| Coordinated Financial Services, Inc. | 1.10% | — | 27,598 | $1.6M |
| Simplicity Wealth,LLC | 0.07% | Reduce -5.4% | 27,567 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -1.2% | 27,328 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -79.9% | 27,219 | $1.5M |
| BOK Financial Private Wealth, Inc. | 0.10% | Reduce -6.4% | 26,874 | $1.5M |
| Unique Wealth, LLC | 0.25% | Reduce -20.3% | 26,788 | $1.5M |
| Park Edge Advisors, LLC | 0.39% | Add +5.2% | 26,782 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.20% | Reduce -2.1% | 26,778 | $1.5M |
| FSB Premier Wealth Management, Inc. | 0.54% | Reduce -6.3% | 26,773 | $1.5M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.34% | Add +3.7% | 26,543 | $1.5M |
| Wealth Effects LLC | 0.56% | Reduce -5.9% | 26,511 | $1.5M |
| GAMMA Investing LLC | 0.09% | Reduce -79.8% | 26,414 | $1.5M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -21.7% | 26,231 | $1.5M |
| Independent Advisor Alliance | 0.04% | Add +62.3% | 26,150 | $1.5M |
| Plotkin Financial Advisors, LLC | 0.81% | Reduce -10.1% | 25,811 | $1.5M |
| Wealth Alliance, LLC | 0.16% | Add +7.3% | 25,781 | $1.5M |
| Diversify Advisory Services, LLC | 0.06% | Add +125.2% | 25,963 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.96% | Add +10.4% | 25,703 | $1.5M |
| Institute for Wealth Management, LLC. | 0.16% | Add +3.7% | 25,634 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | New | 25,560 | $1.5M |
| LongView Wealth Management | 0.44% | Add +49.3% | 25,508 | $1.5M |
| Leelyn Smith, LLC | 0.24% | Add +3.1% | 25,458 | $1.4M |
| Wealth Dimensions Group, Ltd. | 0.32% | Reduce -0.0% | 25,408 | $1.4M |
| Cypress Capital Management LLC (WY) | 1.56% | Reduce -3.8% | 25,293 | $1.4M |
| GeoWealth Management, LLC | 0.06% | Add +49.8% | 25,005 | $1.4M |
| BCGM Wealth Management, LLC | 0.40% | Add +3.5% | 24,929 | $1.4M |
| Midwest Professional Planners, LTD. | 0.37% | Add +21.4% | 24,899 | $1.4M |
| Novem Group | 0.18% | Reduce -0.6% | 24,627 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.19% | Add +13.3% | 24,600 | $1.4M |
| Winebrenner Capital Management LLC | 1.13% | Reduce -5.5% | 24,538 | $1.4M |
| Prosperitas Financial LLC | 0.65% | Add +4.7% | 24,397 | $1.4M |
| LJI Wealth Management, LLC | 0.24% | Add +27.7% | 24,243 | $1.4M |
| Cascades Capital Asset Management, LLC | 0.72% | Add +62.7% | 24,232 | $1.4M |
| Generation Capital Management LLC | 1.08% | Add +7.5% | 24,108 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +26.4% | 23,700 | $1.3M |
| Coppell Advisory Solutions LLC | 0.16% | New | 23,755 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.94% | Add +140.2% | 23,645 | $1.3M |
| Prosperity Wealth Management, Inc. | 0.50% | Add +38.0% | 23,624 | $1.3M |
| Concord Asset Management, LLC | 0.20% | New | 23,571 | $1.3M |
| Concord Wealth Partners | 0.20% | Reduce -18.6% | 23,571 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -7.9% | 23,426 | $1.3M |
| Burling Wealth Partners, LLC | 0.25% | Reduce -6.8% | 23,370 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +16.1% | 23,306 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +30.3% | 23,253 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.1% | 23,175 | $1.3M |
| LRI Investments, LLC | 0.11% | Add +7.3% | 23,077 | $1.3M |
| PKS Advisory Services, LLC | 0.32% | Reduce -29.4% | 22,930 | $1.3M |
| Howard Wealth Management, LLC | 0.66% | Add +16.2% | 22,852 | $1.3M |
| Triton Wealth Management, PLLC | 0.55% | — | 22,680 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -17.9% | 22,739 | $1.3M |
| Pasadena Private Wealth, LLC | 0.22% | Add +13.1% | 22,605 | $1.3M |
| RoundAngle Advisors LLC | 1.07% | Add +0.3% | 22,592 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Reduce -15.3% | 22,510 | $1.3M |
| Cannon Wealth Management Services, LLC | 1.04% | Add +1.9% | 22,430 | $1.3M |
| Acorns Advisers, LLC | 0.01% | Add +38.4% | 22,334 | $1.3M |
| First Heartland Consultants, Inc. | 0.11% | Add +1.1% | 22,305 | $1.3M |
| Paladin Advisory Group, LLC | 0.96% | Reduce -3.7% | 22,215 | $1.3M |
| Trueblood Wealth Management, LLC | 0.53% | Reduce -1.4% | 22,209 | $1.3M |
| Code Waechter LLC | 0.90% | Add +109.7% | 22,156 | $1.3M |
| Williams & Novak, LLC | 1.07% | Add +15.3% | 22,033 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.41% | Reduce -9.0% | 21,910 | $1.2M |
| CPA Asset Management Group, LLC | 0.52% | Add +12.8% | 21,653 | $1.2M |
| Cathy Pareto & Associates, Inc. | 1.01% | Add +11.4% | 21,547 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -29.1% | 21,518 | $1.2M |
| Legacy Financial Strategies, LLC | 0.24% | Reduce -36.5% | 21,518 | $1.2M |
| Pointe Capital Management LLC | 0.63% | Add +0.5% | 21,511 | $1.2M |
| Strategic Financial Concepts, LLC | 0.17% | Reduce -6.0% | 21,429 | $1.2M |
| Consolidated Portfolio Review Corp | 0.17% | Add +68.4% | 21,178 | $1.2M |
| Millennium Capital Advisors, LLC | 0.80% | Add +1.8% | 21,139 | $1.2M |
| TCFG Wealth Management, LLC | 0.55% | Add +198.2% | 21,094 | $1.2M |
| Kelly Financial Services LLC | 0.35% | Add +8.4% | 20,959 | $1.2M |
| VestGen Advisors, LLC | 0.05% | Add +9.4% | 20,872 | $1.2M |
| Andina Capital Management, LLC | 0.83% | Add +0.3% | 20,849 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -4.1% | 20,790 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Add +9.4% | 20,757 | $1.2M |
| Howard Financial Services, LTD. | 0.15% | Add +0.3% | 20,701 | $1.2M |
| Betterment LLC | 0.00% | Add +52.9% | 20,660 | $1.2M |
| Evolution Wealth Advisors, LLC | 0.17% | Reduce -64.8% | 20,577 | $1.2M |
| XML Financial, LLC | 0.10% | Add +21.0% | 20,445 | $1.2M |
| Yukon Wealth Management, Inc. | 0.41% | New | 20,348 | $1.2M |
| Boreal Capital Management LLC | 1.11% | — | 20,343 | $1.2M |
| Alpha Financial Partners LLC | 0.83% | Add +29.9% | 20,273 | $1.2M |
| Aurora Private Wealth, Inc. | 0.85% | Reduce -3.8% | 20,221 | $1.1M |
| Bessemer Group Inc. | 0.00% | Reduce -1.4% | 20,107 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.20% | Add +0.0% | 20,079 | $1.1M |
| Mendel Capital Management LLC | 0.65% | Add +0.4% | 20,007 | $1.1M |
| Murphy & Mullick Capital Management Corp | 0.92% | Add +40.0% | 20,060 | $1.1M |
| Beckerman Institutional, LLC | 0.75% | Reduce -8.8% | 19,984 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -92.5% | 19,943 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -8.7% | 19,895 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +156.4% | 19,663 | $1.1M |
| Nordwand Advisors, LLC | 0.17% | No change | 19,565 | $1.1M |
| Clearstead Trust, LLC | 0.21% | Add +160.4% | 19,495 | $1.1M |
| Tucker Asset Management LLC | 0.35% | Add +6.3% | 19,443 | $1.1M |
| Bellwether Advisors, LLC | 0.19% | No change | 19,393 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.68% | Add +3.5% | 19,302 | $1.1M |
| Autumn Glory Partners, LLC | 0.51% | Reduce -11.3% | 19,286 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.11% | Add +9.5% | 19,200 | $1.1M |
| Kestra Investment Management, LLC | 0.03% | Reduce -59.6% | 19,081 | $1.1M |
| FWG Holdings, LLC | 0.51% | Reduce -2.1% | 19,248 | $1.1M |
| Solutions 4 Wealth, Ltd | 1.80% | Add +23.2% | 19,030 | $1.1M |
| White Knight Strategic Wealth Advisors, LLC | 0.92% | Add +15.3% | 18,923 | $1.1M |
| Blue Trust, Inc. | 0.01% | Add +0.1% | 18,894 | $1.1M |
| Innovative Wealth Building LLC | 0.89% | Add +5.9% | 18,806 | $1.1M |
| Tempus Wealth Planning, LLC | 0.26% | No change | 18,639 | $1.1M |
| Cardiff Park Advisors, LLC | 0.09% | Add +1.3% | 18,531 | $1.1M |
| Arrowroot Family Office, LLC | 0.47% | — | 18,496 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 18,390 | $1.0M |
| Tandem Financial, LLC | 0.98% | Add +4.2% | 18,343 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.06% | Add +0.6% | 18,287 | $1.0M |
| Marshall Financial Group, LLC | 0.20% | Reduce -20.0% | 18,295 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -15.2% | 18,229 | $1.0M |
| Marion Wealth Management | 0.26% | Reduce -6.7% | 18,013 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -40.3% | 17,708 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +139.4% | 17,422 | $990K |
| Cozad Asset Management Inc. | 0.09% | Reduce -3.7% | 17,290 | $983K |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Add +1.4% | 17,198 | $978K |
| ERn Financial, LLC | 0.21% | Reduce -22.3% | 17,170 | $976K |
| Resolute Wealth Strategies, LLC | 0.52% | Add +2.0% | 17,114 | $973K |
| Invst, LLC | 0.12% | Add +41.6% | 17,110 | $973K |
| Menard Financial Group LLC | 0.57% | Reduce -1.3% | 17,019 | $968K |
| Aviance Capital Partners, LLC | 0.13% | Reduce -3.8% | 16,916 | $962K |
| Dakota Wealth Management | 0.02% | Reduce -1.4% | 16,892 | $960K |
| Nvwm, LLC | 0.23% | Add +0.3% | 16,740 | $952K |
| Bluespring Wealth Management, LLC | 0.09% | Add +3.8% | 16,723 | $951K |
| Studio Investment Management LLC | 0.19% | Add +15.1% | 16,586 | $943K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +1000.1% | 16,546 | $940K |
| Ashton Thomas Securities, LLC | 0.23% | Reduce -16.7% | 16,412 | $933K |
| Blue Chip Partners, LLC | 0.08% | Add +1.2% | 16,355 | $930K |
| Argyle Capital Partners, LLC | 0.76% | Add +4.5% | 16,308 | $927K |
| Main Line Retirement Advisors, LLC | 0.53% | Reduce -28.0% | 16,276 | $925K |
| Jupiter Wealth Management LLC | 0.47% | No change | 16,250 | $921K |
| Tactive Advisors, LLC | 0.30% | — | 16,161 | $919K |
| Smallwood Wealth Investment Management, LLC | 0.52% | Add +22.6% | 16,125 | $917K |
| Diversified Portfolios, Inc. | 0.09% | Add +14.2% | 16,104 | $915K |
| IAM Advisory, LLC | 0.22% | Reduce -2.3% | 16,014 | $910K |
| Red Crane Wealth Management, LLC | 0.83% | Reduce -24.6% | 15,939 | $906K |
| Brown Miller Wealth Management, LLC | 0.28% | Add +6.1% | 15,883 | $903K |
| Lineweaver Wealth Advisors, LLC | 0.14% | Add +0.6% | 15,733 | $894K |
| Camelot Portfolios, LLC | 0.54% | Add +3.5% | 15,714 | $893K |
| Dover Advisors, LLC | 0.39% | Reduce -8.7% | 15,611 | $887K |
| Independence Asset Advisors, LLC | 0.55% | Add +62.2% | 15,517 | $880K |
| Monument Capital Management | 0.23% | Reduce -5.9% | 15,347 | $872K |
| Independent Investors Inc. | 0.19% | Reduce -8.1% | 15,315 | $871K |
| Capital Advisors, Ltd. LLC | 0.11% | Add +1.3% | 15,275 | $868K |
| MRA Advisory Group | 0.40% | Add +5.6% | 15,121 | $860K |
| Bank of New Hampshire | 0.21% | No change | 15,000 | $853K |
| Zions Bancorporation, National Association | 0.05% | No change | 15,000 | $853K |
| Carnegie Lake Advisors LLC | 0.34% | Add +62.6% | 14,994 | $852K |
| Grandview Asset Management LLC | 0.27% | Add +8.6% | 14,976 | $851K |
| Cooper Capital Advisors LLC | 0.82% | Reduce -1.0% | 14,871 | $845K |
| Tranquility Partners, LLC | 0.30% | Add +1.1% | 14,812 | $842K |
| L & S Advisors Inc | 0.09% | Add +2.5% | 14,745 | $838K |
| Seaview Investment Managers LLC | 0.18% | Add +6.8% | 14,697 | $836K |
| Legacy Bridge, LLC | 0.40% | Reduce -12.1% | 14,646 | $833K |
| J.Safra Asset Management Corp | 0.06% | New | 14,627 | $832K |
| Skyline Advisors, Inc. | 0.31% | Add +1.4% | 14,596 | $830K |
| JT Stratford LLC | 0.13% | Reduce -10.9% | 14,581 | $829K |
| Evercore Wealth Management, LLC | 0.01% | Add +53.6% | 14,334 | $815K |
| Latitude Advisors, LLC | 0.41% | Add +17.7% | 14,311 | $814K |
| KKM Financial LLC | 0.28% | Reduce -29.0% | 14,262 | $811K |
| Arax Advisory Partners | 0.04% | Add +780.6% | 14,204 | $807K |
| Wesbanco Bank Inc. | 0.02% | Add +93.1% | 14,194 | $807K |
| Taylor & Morgan Wealth Management, LLC | 0.54% | Reduce -2.2% | 14,086 | $801K |
| BCS Wealth Management | 0.17% | Reduce -23.1% | 13,858 | $788K |
| Harbor Asset Planning, Inc. | 0.75% | — | 13,839 | $787K |
| Balboa Wealth Partners | 0.16% | Add +11.7% | 13,828 | $786K |
| Obsidian Cio, LLC | 0.11% | Reduce -30.8% | 13,817 | $785K |
| Advisor Resource Council | 0.38% | Reduce -7.1% | 13,771 | $783K |
| Berger Financial Group, Inc | 0.05% | Add +64.2% | 13,744 | $781K |
| Falcon Wealth Planning | 0.08% | Add +56.8% | 13,726 | $780K |
| Annex Advisory Services, LLC | 0.02% | Add +0.0% | 13,701 | $779K |
| Columbia Asset Management | 0.15% | No change | 13,634 | $775K |
| Leo Wealth, LLC | 0.06% | New | 13,470 | $766K |
| Personal Cfo Solutions, LLC | 0.14% | Add +14.6% | 13,452 | $765K |
| Cherry Creek Investment Advisors, Inc. | 0.36% | Reduce -9.8% | 13,343 | $759K |
| Rockingstone Advisors LLC | 0.40% | Reduce -7.0% | 13,335 | $758K |
| Highland Capital Management, LLC | 0.04% | New | 13,300 | $756K |
| GWN Securities Inc. | 0.14% | Reduce -96.0% | 13,299 | $756K |
| Pure Financial Advisors, LLC | 0.01% | New | 13,248 | $753K |
| Axis Wealth Partners, LLC | 0.49% | Add +100.3% | 13,142 | $747K |
| Alliance Wealth Advisors, LLC | 0.41% | Add +2.0% | 13,090 | $744K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -84.0% | 13,039 | $741K |
| Savvy Advisors, Inc. | 0.05% | New | 13,029 | $741K |
| Wellington Shields Capital Management, LLC | 0.12% | Add +4.1% | 12,925 | $735K |
| Castle Rock Wealth Management, LLC | 0.17% | Reduce -9.9% | 12,866 | $734K |
| Safeguard Investment Advisory Group, LLC | 0.18% | Add +145.4% | 12,893 | $733K |
| Activest Wealth Management | 0.18% | Add +0.6% | 12,886 | $733K |
| Reyes Financial Architecture, Inc. | 0.63% | Reduce -20.5% | 12,867 | $731K |
| Independence Bank of Kentucky | 0.10% | No change | 12,790 | $727K |
| Auour Investments LLC | 0.25% | Add +4.7% | 12,759 | $725K |
| Tyler-Stone Wealth Management | 0.12% | No change | 12,724 | $723K |
| Navis Wealth Advisors, LLC | 0.61% | Reduce -9.8% | 12,712 | $723K |
| Clarity Capital Partners LLC | 0.26% | Reduce -62.0% | 12,633 | $718K |
| Curi Capital, LLC | 0.01% | Add +9.7% | 12,589 | $716K |
| Thompson Davis & Co., Inc. | 0.49% | Reduce -12.4% | 12,572 | $715K |
| Triad Wealth Partners, LLC | 0.14% | Add +76.3% | 12,549 | $713K |
| Novare Capital Management LLC | 0.06% | Reduce -3.4% | 12,490 | $710K |
| AllSquare Wealth Management LLC | 0.40% | Reduce -35.9% | 12,396 | $705K |
| Aft, Forsyth & Company, Inc. | 0.36% | Add +35.9% | 12,385 | $704K |
| Madison Wealth Partners, Inc | 0.15% | Add +4.3% | 12,380 | $704K |
| Lakeridge Wealth Management LLC | 0.32% | Add +12.9% | 12,234 | $696K |
| Lionsbridge Wealth Management LLC | 0.69% | Reduce -85.8% | 12,214 | $694K |
| Fiduciary Group, LLC | 0.06% | Add +10.2% | 12,032 | $684K |
| Milestone Asset Management Group, LLC | 0.51% | Add +3.3% | 12,005 | $682K |
| Regions Financial Corp. | 0.00% | Reduce -56.2% | 11,810 | $671K |
| Fortis Group Advisors, LLC | 0.12% | New | 11,879 | $671K |
| West Bancorporation Inc. | 0.42% | Reduce -12.7% | 11,775 | $669K |
| Ascentis Wealth Management, LLC | 0.18% | Reduce -24.3% | 11,769 | $669K |
| Darden Wealth Group Inc | 0.41% | Reduce -17.5% | 11,750 | $668K |
| Columbia Advisory Partners LLC | 0.50% | Add +58.5% | 11,723 | $666K |
| Arcus Capital Partners, LLC | 0.28% | Reduce -0.3% | 11,484 | $653K |
| Fiduciary Financial Group, LLC | 0.12% | Add +8.3% | 11,324 | $643K |
| Journey Strategic Wealth LLC | 0.02% | Add +7.8% | 11,303 | $643K |
| Spahn Wealth & Retirement LLC | 0.41% | No change | 11,275 | $641K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +2.6% | 11,267 | $641K |
| First Citizens Bank & Trust Co. | 0.01% | New | 11,194 | $636K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -5.9% | 11,177 | $635K |
| Fort Point Capital Partners LLC | 0.06% | Add +21.2% | 11,051 | $628K |
| Hixon Zuercher, LLC | 0.20% | Add +10.2% | 11,040 | $628K |
| Detalus Advisors, LLC | 0.18% | Reduce -31.3% | 11,028 | $627K |
| Armstrong, Fleming & Moore, Inc | 0.34% | Reduce -77.0% | 10,916 | $621K |
| Innovative Advisory Group, LLC | 0.53% | Add +9.3% | 10,904 | $620K |
| Elevatus Welath Management | 0.21% | Add +46.9% | 10,819 | $615K |
| KFA Private Wealth Group, LLC | 0.19% | Add +52.0% | 10,814 | $615K |
| Souders Financial Advisors | 0.08% | Reduce -17.7% | 10,758 | $612K |
| Compass Ion Advisors, LLC | 0.07% | Reduce -36.3% | 10,704 | $609K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +2.6% | 10,700 | $608K |
| Strategic Advisors LLC | 0.12% | Add +48.7% | 10,699 | $608K |
| Bay Rivers Group | 0.28% | Add +4.1% | 10,584 | $602K |
| National Bank of Canada | 0.00% | Add +15.1% | 10,556 | $600K |
| Fortress Wealth Management, Inc. | 0.29% | Reduce -3.9% | 10,534 | $599K |
| Platform Technology Partners | 0.16% | Add +26.3% | 10,524 | $598K |
| Capital Planning LLC | 0.19% | Reduce -25.9% | 10,507 | $597K |
| Hilltop Holdings Inc. | 0.04% | Reduce -30.9% | 10,462 | $595K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -19.4% | 10,460 | $595K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -17.9% | 10,438 | $593K |
| CGN Advisors LLC | 0.05% | Add +30.9% | 10,390 | $591K |
| Quadcap Wealth Management, LLC | 0.07% | Add +3.9% | 10,369 | $589K |
| American Money Management, LLC | 0.10% | Reduce -4.6% | 10,368 | $589K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -1.2% | 10,351 | $588K |
| Ascension Capital Advisors, Inc. | 0.25% | Add +0.1% | 10,331 | $587K |
| One Capital Management, LLC | 0.02% | Reduce -0.7% | 10,227 | $581K |
| Mascagni Wealth Management, Inc. | 0.49% | Reduce -10.9% | 10,220 | $581K |
| American Capital Advisory, LLC | 0.29% | Reduce -0.1% | 10,103 | $574K |
| Mattern Wealth Management LLC | 0.12% | Add +1.8% | 10,082 | $573K |
| Trust Co | 0.06% | Add +0.0% | 10,008 | $569K |
| Strategic Family Wealth Counselors, L.L.C. | 0.16% | Reduce -13.0% | 9,913 | $564K |
| Key Financial Inc | 0.11% | Add +0.8% | 9,873 | $561K |
| BTS Asset Management, Inc. | 0.66% | Add +2.9% | 9,659 | $549K |
| Fortis Advisors, LLC | 0.35% | Add +2.6% | 9,646 | $548K |
| Fiduciary Trust Co | 0.01% | Reduce -0.1% | 9,584 | $545K |
| Chapman Financial Group, LLC | 0.46% | — | 9,553 | $543K |
| Sanders Morris Harris LLC | 0.13% | Reduce -22.4% | 9,489 | $539K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Add +28.0% | 9,439 | $537K |
| Beck Bode, LLC | 0.09% | Reduce -37.1% | 9,398 | $534K |
| Johnson & White Wealth Management, LLC | 0.27% | Add +24.9% | 9,370 | $533K |
| First Trust Advisors LP | 0.00% | New | 9,308 | $529K |
| Coign Capital Advisors LLC | 0.36% | Reduce -5.1% | 9,284 | $528K |
| Cascade Financial Partners, LLC | 0.06% | Add +0.0% | 9,264 | $527K |
| Modera Wealth Management, LLC | 0.01% | Add +28.0% | 9,241 | $525K |
| Harvest Investment Services, LLC | 0.12% | Add +131.2% | 9,060 | $515K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.18% | Reduce -3.2% | 8,962 | $509K |
| Hurley Capital, LLC | 0.36% | Reduce -12.0% | 8,921 | $507K |
| Regatta Capital Group, LLC | 0.09% | New | 8,891 | $505K |
| American Financial Advisors, LLC | 0.07% | Reduce -14.1% | 8,878 | $505K |
| Houlihan Financial Resource Group, Ltd. | 0.21% | New | 8,900 | $503K |
| Sterling Manor Financial, LLC | 0.33% | Add +4.9% | 8,832 | $502K |
| LVZ, Inc. | 0.06% | Add +13.5% | 8,747 | $497K |
| Colonial Trust Co / SC | 0.07% | Add +134.8% | 8,738 | $497K |
| Sincerus Advisory, LLC | 0.46% | Add +30.6% | 8,589 | $492K |
| Debussy Capital Management LP | 0.07% | Reduce -0.3% | 8,645 | $491K |
| NBT Bank, N.A. | 0.03% | Add +35.1% | 8,640 | $491K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -98.1% | 8,632 | $491K |
| Wealthcare Capital Management LLC | 0.05% | Add +24.8% | 8,580 | $488K |
| Compound Planning, Inc. | 0.02% | Reduce -55.4% | 8,566 | $487K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +20.1% | 8,472 | $484K |
| Formidable Asset Management, LLC | 0.08% | No change | 8,455 | $483K |
| Apollon Financial, LLC | 0.10% | Add +55.0% | 8,485 | $482K |
| Nautilus Advisors LLC | 0.35% | Reduce -51.1% | 8,476 | $482K |
| Moss Adams Wealth Advisors LLC | 0.04% | Reduce -10.7% | 8,402 | $478K |
| Riverchase Wealth Management, LLC | 0.30% | Add +119.8% | 8,377 | $476K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +17.9% | 8,337 | $474K |
| Signaturefd, LLC | 0.01% | Reduce -16.0% | 8,235 | $468K |
| Pegasus Asset Management, Inc. | 0.16% | New | 8,235 | $468K |
| Meridian Financial Partners LLC | 0.22% | Add +17.7% | 8,235 | $468K |
| Comprehensive Financial Planning, Inc. | 0.37% | Add +36.5% | 8,186 | $465K |
| Laraway Financial Advisors Inc | 0.35% | Add +3.3% | 8,185 | $465K |
| Stegent Equity Advisors, Inc. | 0.41% | Reduce -10.9% | 8,178 | $465K |
| WFA of San Diego, LLC | 0.34% | — | 8,170 | $464K |
| Csenge Advisory Group | 0.02% | Add +1.6% | 8,266 | $464K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Reduce -16.1% | 8,122 | $462K |
| Marks Wealth, LLC | 0.15% | Add +0.0% | 8,050 | $458K |
| Private Wealth Asset Management, LLC | 0.06% | No change | 8,000 | $455K |
| Capasso Planning Partners LLC | 0.26% | Reduce -12.8% | 7,982 | $454K |
| Tompkins Financial Corp. | 0.04% | Add +30.0% | 7,915 | $450K |
| Consilium Wealth Advisory, LLC | 0.19% | No change | 7,872 | $448K |
| Samalin Investment Counsel, LLC | 0.17% | Add +15.4% | 7,856 | $447K |
| McCarter Private Wealth Services LLC | 0.25% | Reduce -1.9% | 7,789 | $443K |
| Napa Wealth Management | 0.21% | Reduce -3.8% | 7,786 | $443K |
| Qube Research & Technologies Ltd | 0.00% | Add +283.0% | 7,775 | $442K |
| Hantz Financial Services, Inc. | 0.01% | Add +653.5% | 7,776 | $442K |
| Accel Wealth Management | 0.15% | Reduce -3.1% | 7,716 | $439K |
| Atticus Wealth Management, LLC | 0.12% | Add +482.0% | 7,711 | $438K |
| Novus Advisors, LLC | 0.67% | Reduce -61.4% | 7,710 | $438K |
| Pinnacle Family Advisors, LLC | 0.21% | Add +1.9% | 7,688 | $437K |
| Commerce Bank | 0.00% | No change | 7,663 | $436K |
| Accredited Investors Inc. | 0.03% | Reduce -4.0% | 7,577 | $431K |
| Fearless Solutions, LLC dba Best Invest | 0.30% | Reduce -14.7% | 7,572 | $430K |
| Morse Asset Management, Inc | 0.10% | Reduce -31.6% | 7,547 | $429K |
| Fortis Capital Advisors, LLC | 0.08% | Reduce -5.8% | 7,477 | $425K |
| Trustmark Bank Trust Department | 0.03% | Add +75.5% | 7,437 | $423K |
| Choate Investment Advisors | 0.01% | Reduce -20.0% | 7,435 | $423K |
| SimpliFi, Inc. | 0.18% | Add +2.6% | 7,345 | $418K |
| Fortress Private Ledger, LLC | 0.19% | Reduce -7.0% | 7,337 | $417K |
| Bison Wealth, LLC | 0.03% | Add +3.8% | 7,296 | $415K |
| Endowment Wealth Management, Inc. | 0.21% | Add +11.8% | 7,277 | $414K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.8% | 7,229 | $411K |
| FineMark National Bank & Trust | 0.01% | Add +20.6% | 7,224 | $411K |
| Embree Financial Group | 0.06% | Add +6.4% | 7,152 | $407K |
| M&T Bank Corp | 0.00% | Add +65.0% | 7,147 | $406K |
| Rothschild Wealth LLC | 0.10% | Reduce -8.2% | 7,136 | $406K |
| XTX Topco Ltd | 0.02% | New | 7,131 | $405K |
| Fiduciary Alliance LLC | 0.03% | Add +24.0% | 7,120 | $405K |
| Capital City Trust Co. | 0.10% | No change | 7,104 | $404K |
| FSC Wealth Advisors, LLC | 0.25% | Reduce -2.3% | 7,101 | $404K |
| Corps Capital Advisors, LLC | 0.65% | Reduce -10.8% | 7,072 | $402K |
| TAGStone Capital, Inc. | 0.17% | Add +11.2% | 7,145 | $401K |
| Atlantic Private Wealth, LLC | 0.27% | No change | 7,043 | $400K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 7,040 | $400K |
| Southland Equity Partners LLC | 0.09% | Reduce -7.9% | 6,962 | $396K |
| Reliant Wealth Planning | 0.15% | Add +0.8% | 6,962 | $396K |
| IMS Capital Management | 0.18% | Reduce -3.1% | 6,933 | $394K |
| Plan Group Financial, LLC | 0.13% | Add +34.9% | 6,933 | $394K |
| Leigh Baldwin & Co., LLC | 0.26% | Add +2.8% | 6,901 | $392K |
| McAdam, LLC | 0.02% | Reduce -0.5% | 6,882 | $391K |
| Oregon Pacific Wealth Management, LLC | 0.37% | Reduce -3.2% | 6,873 | $391K |
| PVG Asset Management Corp. | 1.33% | Add +11.3% | 6,859 | $390K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -10.9% | 6,740 | $383K |
| Aurdan Capital Management, LLC | 0.13% | Reduce -70.6% | 6,706 | $381K |
| Waller Financial Planning Group, Inc. | 0.09% | Reduce -0.2% | 6,650 | $378K |
| Park Place Capital Corp | 0.09% | No change | 6,584 | $374K |
| Stablepoint Partners, LLC | 0.06% | Reduce -1.3% | 6,562 | $373K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -1.9% | 6,556 | $373K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,555 | $373K |
| Westside Investment Management, Inc. | 0.07% | Add +208.1% | 6,470 | $367K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | Reduce -82.4% | 6,447 | $367K |
| New York Life Investment Management LLC | 0.00% | Reduce -94.8% | 6,440 | $366K |
| Private Capital Advisors, Inc. | 0.04% | New | 6,385 | $363K |
| Argent Advisors, Inc. | 0.11% | Reduce -36.6% | 6,354 | $361K |
| Palacios Wealth Management, LLC | 0.30% | Reduce -55.9% | 6,353 | $361K |
| 1900 Wealth Management LLC | 0.03% | Reduce -1.2% | 6,263 | $356K |
| Realta Investment Advisors | 0.14% | Add +3.6% | 6,248 | $355K |
| Hubbell Strickland Wealth Management, LLC | 0.16% | Add +1.7% | 6,231 | $354K |
| Meriwether Wealth & Planning, LLC | 0.22% | Add +6.3% | 6,212 | $353K |
| Alteri Wealth LLC | 0.14% | Add +0.3% | 6,207 | $353K |
| Montz Harcus Wealth Management LLC | 0.17% | Add +18.9% | 6,172 | $351K |
| Texas Yale Capital Corp. | 0.01% | Add +7.0% | 6,150 | $350K |
| L2 Asset Management, LLC | 0.06% | New | 6,137 | $349K |
| BLB&B Advisors, LLC | 0.02% | Reduce -10.3% | 6,100 | $347K |
| Dana Investment Advisors, Inc. | 0.01% | Add +2.6% | 5,940 | $338K |
| Wills Financial Group LLC | 0.15% | Reduce -8.1% | 5,908 | $336K |
| CRA Financial Services, LLC | 0.05% | Add +3.5% | 5,907 | $336K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +6.0% | 5,866 | $333K |
| Johnson Bixby & Associates, LLC | 0.05% | Reduce -5.6% | 5,844 | $332K |
| Legacy Financial Group LLC | 0.05% | Reduce -36.5% | 5,801 | $330K |
| Woodmont Investment Counsel LLC | 0.02% | Add +1.8% | 5,755 | $327K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -75.7% | 5,743 | $327K |
| Chris Bulman Inc | 0.19% | New | 5,718 | $325K |
| Headlands Technologies LLC | 0.04% | Add +3025.3% | 5,688 | $323K |
| Crux Wealth Advisors | 0.14% | Add +1.9% | 5,637 | $320K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | Add +14.0% | 5,625 | $320K |
| Winch Advisory Services, LLC | 0.08% | Reduce -0.2% | 5,600 | $318K |
| Cannell & Spears LLC | 0.01% | Reduce -25.3% | 5,600 | $318K |
| Quattro Financial Advisors LLC | 0.11% | New | 5,598 | $318K |
| Vontobel Holding Ltd. | 0.00% | Add +5.1% | 5,531 | $314K |
| EPG Wealth Management LLC | 0.09% | Reduce -23.1% | 5,526 | $314K |
| Wealth Management Partners, LLC | 0.11% | Add +0.4% | 5,501 | $312K |
| L.M. Kohn & Company | 0.08% | Add +13.0% | 5,486 | $312K |
| Lodestar Private Asset Management LLC | 0.04% | No change | 5,482 | $312K |
| Sepio Capital, LP | 0.02% | Add +8.7% | 5,429 | $309K |
| AlTi Global, Inc. | 0.01% | Reduce -46.8% | 5,428 | $309K |
| HM Payson & Co. | 0.00% | Add +821.0% | 5,425 | $308K |
| Kuhn & Co Investment Counsel | 0.23% | No change | 5,400 | $307K |
| Cypress Capital Group | 0.04% | New | 5,400 | $307K |
| Fortress Financial Group, LLC | 0.26% | Add +10.6% | 5,399 | $307K |
| Park National Corp. | 0.01% | New | 5,367 | $305K |
| Chilton Investment Co. Inc. | 0.01% | No change | 5,308 | $302K |
| Able Wealth Management LLC | 0.15% | Add +4.6% | 5,300 | $301K |
| Bailard, Inc. | 0.01% | No change | 5,260 | $299K |
| Comprehensive Money Management Services LLC | 0.23% | New | 5,240 | $298K |
| Cary Street Partners Investment Advisory LLC | 0.14% | No change | 5,229 | $297K |
| Staley Capital Advisers Inc. | 0.01% | Add +1.6% | 5,218 | $297K |
| Midwest Capital Advisors, LLC | 0.16% | No change | 5,205 | $296K |
| Red Door Wealth Management, LLC | 0.04% | New | 5,175 | $294K |
| Nicolet Advisory Services, LLC | 0.03% | Add +5.8% | 5,290 | $294K |
| Carson Advisory Inc. | 0.19% | Add +18.4% | 5,168 | $294K |
| Global Financial Private Client, LLC | 0.11% | New | 5,128 | $292K |
| Davies Financial Advisors, Inc. | 0.23% | No change | 5,106 | $290K |
| Orgel Wealth Management, LLC | 0.01% | New | 5,080 | $289K |
| Peak Planning Group, LLC | 0.18% | Add +16.1% | 5,037 | $286K |
| BOS Asset Management, LLC | 0.09% | Add +1.1% | 5,035 | $286K |
| Hengehold Capital Management LLC | 0.03% | Add +4.2% | 5,028 | $286K |
| Capital Market Strategies LLC | 0.20% | Reduce -6.1% | 5,027 | $286K |
| Solidarity Wealth, LLC | 0.07% | No change | 5,016 | $285K |
| Clear Point Advisors Inc. | 0.24% | Add +2.2% | 5,012 | $285K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -6.1% | 4,992 | $284K |
| Chelsea Counsel Co. | 0.14% | No change | 4,980 | $283K |
| Valeo Financial Advisors, LLC | 0.01% | Add +22.4% | 4,959 | $282K |
| RPS Advisory Solutions LLC | 0.15% | Reduce -2.9% | 4,940 | $281K |
| Talisman Wealth Advisors LLC | 0.26% | Add +2.3% | 4,925 | $280K |
| Strategies Wealth Advisors, LLC | 0.03% | Add +2.6% | 4,900 | $279K |
| Hudock, Inc. | 0.04% | Add +6.0% | 4,891 | $278K |
| Meridian Financial Advisors, LLC | 0.18% | New | 4,880 | $277K |
| Dudley Capital Management, LLC | 0.14% | Reduce -1.0% | 4,865 | $277K |
| Acorn Financial Advisory Services Inc. | 0.05% | Add +14.6% | 4,864 | $277K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 4,857 | $276K |
| Talon Private Wealth, LLC | 0.04% | Add +2.4% | 4,827 | $274K |
| MFG Wealth Management, Inc. | 0.23% | Reduce -19.1% | 4,820 | $274K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | Reduce -1.8% | 4,810 | $273K |
| Keel Point, LLC | 0.02% | New | 4,769 | $271K |
| Fisher Asset Management | 0.00% | Reduce -34.5% | 4,735 | $269K |
| Atlas Capital Advisors Inc. | 0.03% | Add +0.1% | 4,675 | $266K |
| Forum Financial Management, LP | 0.00% | Add +4.7% | 4,665 | $265K |
| Martin Worley Group | 0.13% | No change | 4,640 | $264K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 4,633 | $263K |
| Insight 2811, Inc. | 0.12% | Reduce -1.1% | 4,610 | $262K |
| Outlook Wealth Advisors, LLC | 0.07% | No change | 4,605 | $262K |
| New Insight Wealth Advisors | 0.11% | New | 4,567 | $260K |
| Koa Wealth Management, LLC | 0.21% | Add +5.8% | 4,551 | $259K |
| Quartz Partners, LLC | 0.12% | New | 4,540 | $258K |
| QTR Family Wealth, LLC | 0.16% | No change | 4,500 | $256K |
| Balefire, LLC | 0.06% | Reduce -0.9% | 4,489 | $255K |
| Atlas Brown,Inc. | 0.08% | Add +1.1% | 4,478 | $255K |
| Gallacher Capital Management LLC | 0.12% | Add +1.0% | 4,477 | $255K |
| Sonata Capital Group Inc. | 0.10% | Add +0.2% | 4,464 | $254K |
| Regal Partners Ltd | 0.02% | New | 4,451 | $253K |
| Welch Group, LLC | 0.01% | Add +0.3% | 4,432 | $252K |
| Smith Thornton Advisors LLC | 0.14% | Reduce -5.6% | 4,413 | $251K |
| RBA Wealth Management, LLC | 0.09% | Reduce -5.1% | 4,404 | $250K |
| Kane Investment Management, Inc. | 0.13% | Reduce -68.7% | 4,377 | $249K |
| Soltis Investment Advisors LLC | 0.02% | Add +7.2% | 4,372 | $249K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +1.9% | 4,357 | $248K |
| Glen Eagle Advisors, LLC | 0.04% | Add +6.2% | 4,354 | $248K |
| NavPoint Financial, Inc. | 0.15% | Add +2.5% | 4,351 | $247K |
| Landmark Wealth Management, LLC | 0.10% | Add +2.0% | 4,321 | $246K |
| Penbrook Management LLC | 0.18% | Reduce -16.0% | 4,325 | $246K |
| RMR Wealth Builders | 0.02% | Reduce -15.7% | 4,321 | $246K |
| Caitlin John, LLC | 0.22% | Add +4.8% | 4,293 | $244K |
| Patron Partners, LLC | 0.12% | No change | 4,270 | $243K |
| Encompass More Asset Management | 0.06% | Reduce -5.2% | 4,196 | $239K |
| Alpha Advisors, LLC | 0.20% | Reduce -3.7% | 4,180 | $238K |
| Crumly & Associates Inc. | 0.06% | New | 4,178 | $238K |
| Evanson Asset Management, LLC | 0.01% | New | 4,102 | $233K |
| Leverty Financial Group, LLC | 0.07% | New | 4,088 | $232K |
| Fortem Financial Group, LLC | 0.07% | No change | 4,082 | $232K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -1.8% | 4,066 | $231K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Add +6.7% | 4,043 | $230K |
| Mission Hills Financial Advisory, LLC | 0.14% | New | 4,040 | $230K |
| Alpha Cubed Investments, LLC | 0.01% | New | 4,035 | $229K |
| SP Asset Management LLC | 0.02% | Add +2.3% | 4,032 | $229K |
| Jackson Hole Capital Partners, LLC | 0.04% | Add +9.6% | 3,990 | $227K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 3,961 | $225K |
| Bridgewater Advisors Inc. | 0.02% | New | 3,938 | $225K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.8% | 3,939 | $224K |
| Lion Street Advisors, LLC | 0.07% | Reduce -57.9% | 3,895 | $221K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,855 | $219K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 3,851 | $219K |
| Element Wealth, LLC | 0.10% | Reduce -11.7% | 3,844 | $219K |
| TFB Advisors LLC | 0.06% | Reduce -68.9% | 3,827 | $218K |
| Essex Bank | 0.05% | No change | 3,809 | $217K |
| Nvest Financial, LLC | 0.11% | Add +2.6% | 3,808 | $216K |
| Seelaus Asset Management LLC | 0.19% | Add +2.7% | 3,800 | $216K |
| MGB Wealth Management, LLC | 0.07% | Reduce -8.4% | 3,790 | $215K |
| Aspen Wealth Strategies, LLC | 0.13% | Reduce -4.0% | 3,789 | $215K |
| LifeGoal Investments, LLC | 0.20% | New | 3,795 | $215K |
| Beacon Harbor Wealth Advisors, Inc. | 0.05% | New | 3,760 | $214K |
| MN Wealth Advisors, LLC | 0.12% | Reduce -24.0% | 3,749 | $213K |
| Greykasell Wealth Strategies, Inc. | 0.10% | Add +2.6% | 3,748 | $213K |
| Certuity, LLC | 0.02% | Add +1.1% | 3,738 | $212K |
| Family Investment Center, Inc. | 0.05% | New | 3,733 | $212K |
| Weatherly Asset Management L. P. | 0.02% | No change | 3,730 | $212K |
| Millennium Management | 0.00% | New | 3,713 | $211K |
| Veracity Capital LLC | 0.07% | Reduce -21.0% | 3,710 | $211K |
| SLT Holdings LLC | 0.16% | No change | 3,706 | $211K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | New | 3,685 | $209K |
| Walker Financial Services, Inc. | 0.10% | New | 3,676 | $209K |
| Total Clarity Wealth Management, Inc. | 0.06% | Reduce -80.1% | 3,664 | $208K |
| Ridgecrest Wealth Partners, LLC | 0.11% | New | 3,650 | $208K |
| Heck Capital Advisors, LLC | 0.02% | Add +0.4% | 3,648 | $207K |
| Key Client Fiduciary Advisors, LLC | 0.08% | New | 3,628 | $206K |
| Friday Financial | 0.10% | New | 3,620 | $206K |
| West Wealth Group, LLC | 0.05% | Reduce -44.9% | 3,643 | $204K |
| 3Chopt Investment Partners, LLC | 0.05% | Add +2.2% | 3,584 | $204K |
| Naviter Wealth, LLC | 0.03% | Reduce -64.0% | 3,582 | $204K |
| Optivise Advisory Services LLC | 0.10% | Reduce -48.6% | 3,560 | $202K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 3,555 | $202K |
| Bfsg, LLC | 0.02% | Add +2.6% | 3,543 | $201K |
| Fidelis Capital Partners, LLC | 0.02% | New | 3,584 | $201K |
| Financial Gravity Companies, Inc. | 0.04% | — | 3,502 | $199K |
| Roble, Belko & Company, Inc | 0.03% | Add +15.6% | 3,499 | $199K |
| Private Trust Co. NA | 0.02% | No change | 3,433 | $195K |
| Financial Perspectives, Inc | 0.06% | Reduce -11.3% | 3,338 | $190K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +14.7% | 3,298 | $188K |
| Hazlett, Burt & Watson, Inc. | 0.08% | Reduce -44.3% | 3,280 | $186K |
| Creative Financial Designs Inc. | 0.01% | Add +2.6% | 3,049 | $173K |
| TD Private Client Wealth LLC | 0.00% | Add +76.0% | 2,977 | $169K |
| Smithfield Trust Co | 0.01% | No change | 2,822 | $160K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,800 | $159K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -0.7% | 2,685 | $152K |
| Ssa Swiss Advisors AG | 0.07% | New | 2,659 | $152K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $147K |
| Millstone Evans Group, LLC | 0.10% | Add +404.9% | 2,550 | $145K |
| Brown Brothers Harriman & Co. | 0.00% | Add +1611.6% | 2,516 | $143K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -35.3% | 2,505 | $142K |
| Wellington Shields & Co., LLC | 0.04% | No change | 2,500 | $142K |
| Arlington Trust Co LLC | 0.03% | Add +316.7% | 2,500 | $142K |
| Anfield Capital Management, LLC | 0.04% | No change | 2,329 | $132K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.6% | 2,284 | $130K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 2,251 | $128K |
| First Horizon Advisors, Inc. | 0.00% | Add +9.0% | 2,221 | $126K |
| Luminist Capital LLC | 0.12% | Reduce -3.0% | 2,207 | $125K |
| Alaska Permanent Capital Management, LLC | 0.01% | Reduce -20.4% | 2,141 | $122K |
| Opal Wealth Advisors, LLC | 0.03% | Add +3.6% | 2,097 | $119K |
| Cape Investment Advisory, Inc. | 0.04% | Add +74.0% | 2,070 | $118K |
| Hollencrest Capital Management | 0.01% | Add +0.1% | 2,063 | $117K |
| Chilton Capital Management LLC | 0.00% | No change | 2,000 | $114K |
| Coastline Trust Co | 0.01% | Add +14.0% | 1,981 | $113K |
| Canton Hathaway, LLC | 0.02% | Add +18.2% | 1,950 | $111K |
| Semmax Financial Advisors Inc. | 0.03% | No change | 1,911 | $107K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -32.0% | 1,856 | $106K |
| Brooklyn Investment Group | 0.01% | Reduce -68.6% | 1,844 | $105K |
| American National Bank & Trust | 0.01% | No change | 1,800 | $102K |
| Elevation Wealth Partners, LLC | 0.04% | Add +2.6% | 1,797 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $97K |
| Costello Asset Management, INC | 0.04% | Reduce -0.5% | 1,660 | $94K |
| Optimum Investment Advisors | 0.04% | No change | 1,594 | $91K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,589 | $90K |
| Montag A & Associates Inc. | 0.00% | Reduce -80.4% | 1,549 | $88K |
| Colonial Trust Advisors | 0.01% | Add +1.7% | 1,532 | $87K |
| Highline Wealth Partners LLC | 0.03% | Add +13.4% | 1,518 | $86K |
| Elequin Capital, LP | 0.03% | New | 1,418 | $81K |
| Dunhill Financial, LLC | 0.02% | Reduce -25.4% | 1,390 | $79K |
| Valley National Advisers Inc. | 0.01% | Add +61.0% | 1,319 | $74K |
| Salem Investment Counselors Inc. | 0.00% | Add +8.4% | 1,292 | $73K |
| Bogart Wealth, LLC | 0.00% | Reduce -10.7% | 1,174 | $67K |
| CX Institutional | 0.00% | No change | 1,159 | $66K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,105 | $63K |
| Richards, Merrill & Peterson, Inc. | 0.03% | Add +340.0% | 1,100 | $63K |
| Legacy Investment Solutions, LLC | 0.03% | — | 1,088 | $62K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -11.6% | 1,088 | $62K |
| North Star Investment Management Corp. | 0.00% | Add +2.5% | 1,044 | $59K |
| Avion Wealth | 0.01% | No change | 1,031 | $58K |
| Future Financial Wealth Managment LLC | 0.04% | Reduce -90.7% | 1,000 | $57K |
| Cetera Trust Company, N.A | 0.03% | New | 1,000 | $57K |
| Pacifica Partners Inc. | 0.02% | No change | 1,000 | $57K |
| Truvestments Capital LLC | 0.01% | Reduce -2.1% | 995 | $57K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +14.5% | 993 | $56K |
| Centricity Wealth Management, LLC | 0.04% | No change | 974 | $55K |
| Centerpoint Advisors, LLC | 0.02% | Add +2.5% | 966 | $55K |
| Trust Co. of Vermont | 0.00% | Reduce -50.5% | 940 | $53K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -28.6% | 50,366 | $50K |
| Vision Financial Markets LLC | 0.05% | Add +2.5% | 853 | $48K |
| Perritt Capital Management Inc | 0.02% | Add +2.5% | 849 | $48K |
| Beacon Capital Management, LLC | 0.01% | Reduce -57.7% | 833 | $47K |
| Glenmede Investment Management, LP | 0.00% | — | 830 | $47K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Reduce -11.2% | 812 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 786 | $45K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -30.9% | 780 | $44K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $40K |
| Park Square Financial Group, LLC | 0.03% | No change | 700 | $40K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -14.4% | 686 | $39K |
| Cornerstone Planning Group LLC | 0.01% | New | 685 | $38K |
| Fortitude Family Office, LLC | 0.01% | No change | 641 | $36K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 565 | $32K |
| Miller Wealth Advisors, LLC | 0.01% | Reduce -11.4% | 560 | $32K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 550 | $31K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 540 | $31K |
| SouthState Bank Corp | 0.00% | Reduce -82.0% | 525 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 495 | $28K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +73.6% | 500 | $28K |
| Asset Dedication, LLC | 0.00% | New | 490 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.8% | 485 | $28K |
| 2UniFi Bank | 0.02% | No change | 483 | $27K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -58.7% | 475 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -88.6% | 456 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 448 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | New | 432 | $25K |
| Clarity Asset Management, Inc. | 0.01% | New | 431 | $25K |
| Evolution Wealth Management Inc. | 0.03% | — | 414 | $24K |
| Abound Wealth Management | 0.01% | Reduce -1.0% | 409 | $23K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 408 | $23K |
| Riggs Asset Managment Co. Inc. | 0.01% | Add +133.9% | 407 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 400 | $23K |
| Grove Bank & Trust | 0.00% | No change | 400 | $23K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $23K |
| UMB Bank, n.a. | 0.00% | New | 400 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $23K |
| Compass Financial Services Inc | 0.01% | No change | 396 | $23K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 360 | $20K |
| Operose Advisors LLC | 0.01% | No change | 354 | $20K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| Consultiva Wealth Management, Corp. | 0.06% | No change | 350 | $20K |
| Aspect Partners, LLC | 0.01% | Add +580.0% | 340 | $19K |
| VSM Wealth Advisory, LLC | 0.01% | Add +37.3% | 320 | $18K |
| WealthShield Partners, LLC | 0.00% | Add +544.9% | 316 | $18K |
| Painted Porch Advisors LLC | 0.01% | Reduce -62.0% | 315 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Add +3.3% | 314 | $18K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 300 | $17K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -96.5% | 291 | $17K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 280 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 280 | $16K |
| SRH Advisors, LLC | 0.00% | New | 280 | $16K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 276 | $16K |
| FMR LLC | 0.00% | Add +131.8% | 255 | $14K |
| Atwood & Palmer Inc. | 0.00% | New | 234 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.8% | 223 | $13K |
| Rossby Financial, LCC | 0.00% | New | 200 | $11K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $11K |
| Chesapeake Asset Management LLC | 0.01% | Add +89.0% | 189 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 173 | $10K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 154 | $9K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 150 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -80.7% | 150 | $9K |
| First Community Trust NA | 0.01% | No change | 146 | $8K |
| Nemes Rush Group LLC | 0.00% | Reduce -64.6% | 127 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 100 | $6K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | New | 96 | $5K |
| TD Capital Management LLC | 0.00% | New | 90 | $5K |
| Quaker Wealth Management, LLC | 0.00% | — | 77 | $4K |
| City State Bank | 0.00% | No change | 75 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -85.9% | 72 | $4K |
| Virtus Advisers, LLC | 0.00% | Reduce -9.1% | 50 | $3K |
| Whittier Trust Co. | 0.00% | New | 45 | $3K |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 39 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 29 | $2K |
| Birchbrook, Inc. | 0.00% | Add +3.9% | 27 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 21 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 17 | $979 |
| Horizon Investments, LLC | 0.00% | Reduce -10.5% | 17 | $954 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -83.3% | 10 | $569 |
| Creekmur Asset Management LLC | 0.00% | No change | 6 | $368 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6 | $341 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 4 | $217 |
| Godsey & Gibb, Inc. | 0.00% | Reduce -98.5% | 3 | $144 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $45 |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -98.5% | 1 | $42 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $30 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.