JPMorgan Equity Premium IncoJEPIETF
13F holders, Q3 2025 (September 30)1,293holders +6
92new positions
78sold out
5famous investors
$57.08avg. 13F price*
At the end of Q3 2025, 1,293 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 6 from Q2 2025. 92 opened new positions and 78 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.9B) and Wells Fargo & Company ($969.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $95.0M |
| Exits | 78 | $80.0M |
All 13F filers, Q2 2025 → Q3 2025: 14,790,697 shares bought and 17,378,189 shares sold, net −2,587,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,293 holders
| Morgan Stanley | 0.16% | Add +2.5% | 46,972,437 | $2.7B |
| Bank of America Corp. | 0.14% | Reduce -1.3% | 32,945,560 | $1.9B |
| Wells Fargo & Company | 0.20% | Add +3.3% | 16,977,886 | $969.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +5.5% | 9,432,964 | $538.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -38.7% | 8,215,825 | $469.1M |
| Royal Bank of Canada | 0.08% | Reduce -2.4% | 8,067,320 | $460.6M |
| UBS Group AG | 0.08% | Reduce -10.6% | 7,568,500 | $432.2M |
| Raymond James Financial Inc. | 0.13% | Add +2.8% | 7,273,381 | $415.3M |
| Nationwide Fund Advisors | 22.17% | Add +0.8% | 7,038,718 | $401.9M |
| Osaic Holdings, Inc. | 0.51% | Add +2.8% | 6,425,416 | $367.0M |
| Cetera Investment Advisers | 0.34% | Add +39.7% | 5,160,433 | $294.7M |
| Commonwealth Equity Services, LLC | 0.35% | Reduce -6.6% | 4,756,077 | $271.6M |
| LPL Financial LLC | 0.07% | Add +8.5% | 4,247,568 | $242.5M |
| CIBC Private Wealth Group LLC | 0.32% | Reduce -4.2% | 3,228,749 | $184.4M |
| HighTower Advisors, LLC | 0.20% | Reduce -1.2% | 3,146,050 | $179.6M |
| RiverFront Investment Group, LLC | 3.07% | Add +5.6% | 3,067,599 | $174.7M |
| Stifel Financial Corp. | 0.16% | Add +2.1% | 2,982,946 | $170.3M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -4.4% | 2,931,338 | $167.4M |
| MML Investors Services, LLC | 0.43% | Reduce -15.6% | 2,833,158 | $161.8M |
| Janney Montgomery Scott LLC | 0.36% | Add +2.1% | 2,656,498 | $151.7M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +1.9% | 2,033,531 | $116.1M |
| Cornerstone Advisory, LLC | 11.36% | Add +3.3% | 2,026,302 | $115.7M |
| Jones Financial Companies LLLP | 0.08% | Add +40.2% | 2,027,327 | $115.4M |
| Bank of New York Mellon Corp | 0.02% | Add +16.6% | 1,992,081 | $113.7M |
| Confluence Wealth Services, Inc. | 5.52% | Add +5.8% | 1,961,535 | $112.0M |
| Cwm, LLC | 0.33% | Reduce -0.7% | 1,947,086 | $111.2M |
| Kestra Advisory Services, LLC | 0.50% | Add +6.8% | 1,906,294 | $108.8M |
| Rockefeller Capital Management L.P. | 0.18% | Add +2.6% | 1,579,673 | $90.2M |
| Enstar Group LTD | 32.48% | No change | 1,539,025 | $87.9M |
| FAS Wealth Partners, Inc. | 5.94% | Add +3.7% | 1,534,530 | $87.6M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -1.0% | 1,512,366 | $86.0M |
| First Foundation Advisors | 3.15% | Add +4.4% | 1,493,281 | $85.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +10.0% | 1,459,624 | $83.3M |
| Clearstead Advisors, LLC | 1.13% | Reduce -4.4% | 1,363,519 | $77.9M |
| Allworth Financial LP | 0.30% | Add +2.2% | 1,168,644 | $66.7M |
| Prosperity Consulting Group, LLC | 3.19% | Add +39.2% | 1,134,332 | $64.8M |
| Capital Advisors Inc. | 1.03% | Add +2.8% | 1,073,871 | $61.3M |
| Cary Street Partners Financial LLC | 1.57% | Add +7.7% | 1,057,526 | $60.4M |
| Franklin Resources Inc. | 0.02% | Reduce -29.3% | 1,051,214 | $60.0M |
| Truist Financial Corp. | 0.08% | Add +1.5% | 1,021,923 | $58.4M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +4.9% | 984,069 | $56.2M |
| Atlantic Union Bankshares Corp | 1.03% | Add +0.4% | 959,783 | $54.8M |
| Baird Financial Group, Inc. | 0.09% | Reduce -31.1% | 953,040 | $54.4M |
| Focus Partners Wealth | 0.08% | Add +8.7% | 848,093 | $48.4M |
| Brookstone Capital Management | 0.56% | Reduce -0.6% | 823,606 | $47.0M |
| Traynor Capital Management, Inc. | 2.62% | Add +21.3% | 800,395 | $45.7M |
| Apollon Wealth Management, LLC | 0.80% | Reduce -8.3% | 783,113 | $44.7M |
| Sanctuary Advisors, LLC | 0.25% | Add +4.0% | 771,913 | $44.1M |
| Lebenthal Global Advisors, LLC | 7.48% | Add +1.7% | 748,804 | $42.8M |
| HUB Investment Partners, LLC | 1.55% | Add +7.0% | 736,317 | $42.0M |
| Pinnacle Associates Ltd. | 0.53% | Add +1.6% | 694,836 | $39.7M |
| Kathmere Capital Management, LLC | 2.79% | Add +4.2% | 687,999 | $39.3M |
| Hilton Capital Management, LLC | 3.17% | Reduce -6.5% | 686,940 | $39.2M |
| Synovus Financial Corp. | 0.45% | Add +5.6% | 686,623 | $39.2M |
| Nottingham Advisors, Inc. | 5.40% | Add +9.8% | 680,727 | $38.9M |
| Oakworth Capital, Inc. | 2.20% | Add +2.4% | 667,969 | $38.1M |
| &partners | 0.24% | Reduce -9.9% | 661,301 | $37.7M |
| Stephens Inc. | 0.47% | Add +5.0% | 644,068 | $36.8M |
| Savant Capital, LLC | 0.22% | Reduce -1.1% | 640,806 | $36.6M |
| Stratos Investment Management, LLC | 1.49% | Add +20.9% | 633,320 | $36.2M |
| Kestra Private Wealth Services, LLC | 0.47% | Add +2.5% | 633,184 | $36.2M |
| NewEdge Advisors, LLC | 0.16% | Add +14.7% | 632,388 | $36.1M |
| Principal Securities, Inc. | 0.58% | Add +10.8% | 620,587 | $35.4M |
| Capital Investment Advisors, LLC | 0.58% | Reduce -0.3% | 620,553 | $35.4M |
| Coastal Bridge Advisors, LLC | 2.68% | Reduce -2.0% | 617,926 | $35.3M |
| First Financial Bank - Trust Division | 2.75% | Add +6.7% | 563,906 | $32.2M |
| Prospera Financial Services Inc | 0.53% | Reduce -0.6% | 540,359 | $30.9M |
| J.W. Cole Advisors, Inc. | 0.58% | Add +1.2% | 528,538 | $30.2M |
| Cornerstone Enterprises, LLC | 14.63% | Add +4.5% | 521,181 | $29.8M |
| MAI Capital Management | 0.18% | Add +16.6% | 511,503 | $29.2M |
| Rational Advisors, Inc. | 3.02% | Reduce -1.4% | 507,268 | $29.0M |
| Teamwork Financial Advisors, LLC | 3.05% | Reduce -46.0% | 490,348 | $28.0M |
| Horizon Advisory Services, Inc. | 14.12% | Add +2.0% | 483,273 | $27.6M |
| HBW Advisory Services LLC | 3.09% | Reduce -8.2% | 481,341 | $27.5M |
| Bouchey Financial Group, Ltd. | 2.09% | Add +2.4% | 474,016 | $27.1M |
| Sterling Investment Counsel, LLC | 8.57% | Add +120.1% | 468,402 | $26.7M |
| Aptus Capital Advisors, LLC | 0.24% | Reduce -8.9% | 467,845 | $26.7M |
| Bokf, NA | 0.40% | Add +4.0% | 462,780 | $26.4M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +12.5% | 453,512 | $25.9M |
| Mariner, LLC | 0.03% | Add +6.3% | 448,594 | $25.6M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +3.8% | 446,312 | $25.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +65.7% | 440,028 | $25.1M |
| Cooper Financial Group | 2.68% | Add +3.9% | 423,502 | $24.2M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -0.5% | 422,988 | $24.2M |
| DAVENPORT & Co LLC | 0.13% | Add +7.8% | 421,087 | $24.0M |
| Wagner Wealth Management, LLC | 5.54% | Add +1.4% | 417,763 | $23.9M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.46% | No change | 415,000 | $23.7M |
| Midwest Trust Co | 0.31% | Add +2.2% | 413,805 | $23.6M |
| Orrstown Financial Services Inc. | 3.97% | Add +7.8% | 406,346 | $23.2M |
| Lido Advisors, LLC | 0.09% | Add +36.9% | 394,940 | $22.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.68% | Add +0.9% | 391,412 | $22.3M |
| Avantax Planning Partners, Inc. | 0.64% | Add +8.2% | 388,750 | $22.2M |
| Melia Wealth LLC | 9.62% | Reduce -40.4% | 384,852 | $22.0M |
| Citigroup Inc. | 0.01% | Add +17.5% | 375,301 | $21.4M |
| TigerOak Management, L.L.C. | 6.64% | Add +0.8% | 374,911 | $21.4M |
| Rezny Wealth Management, Inc. | 4.76% | Add +32.9% | 370,384 | $21.1M |
| Comerica Bank | 0.08% | Reduce -0.9% | 366,283 | $20.9M |
| SK Wealth Management, LLC | 7.76% | Reduce -3.2% | 366,601 | $20.8M |
| Kingsview Wealth Management, LLC | 0.31% | Add +0.1% | 356,984 | $20.4M |
| Beacon Financial Advisory LLC | 4.70% | Add +2.2% | 355,181 | $20.3M |
| Waverly Advisors, LLC | 0.20% | Reduce -7.7% | 349,532 | $20.0M |
| Global Wealth Management Investment Advisory, Inc. | 3.30% | Add +3.9% | 344,672 | $19.7M |
| WNY Asset Management, LLC | 1.88% | Reduce -38.4% | 341,189 | $19.5M |
| Curran Financial Partners, LLC | 3.84% | Add +12.5% | 340,270 | $19.4M |
| Apella Capital, LLC | 0.43% | Add +303.5% | 338,382 | $19.1M |
| Patten & Patten Inc. | 1.12% | Reduce -15.7% | 332,449 | $19.0M |
| Rothschild Investment LLC | 1.06% | Reduce -0.1% | 330,155 | $18.9M |
| Bernardo Wealth Planning LLC | 3.69% | Add +99.6% | 329,739 | $18.8M |
| Captrust Financial Advisors | 0.04% | Add +25.6% | 326,379 | $18.6M |
| Chicago Partners Investment Group LLC | 0.48% | Add +8.6% | 320,756 | $18.4M |
| Steele Capital Management, Inc. | 0.80% | Reduce -3.8% | 317,733 | $18.1M |
| Thoroughbred Financial Services, LLC | 1.12% | Reduce -5.8% | 317,292 | $18.1M |
| Integrated Advisors Network LLC | 0.75% | Add +11.1% | 313,164 | $17.9M |
| Great Valley Advisor Group, Inc. | 0.36% | Add +0.7% | 310,706 | $17.7M |
| Oppenheimer & Co. Inc. | 0.21% | Add +10.6% | 308,187 | $17.6M |
| Investment Advisory Services Inc. /TX | 5.52% | Add +5.3% | 306,886 | $17.5M |
| Tradition Wealth Management, LLC | 1.29% | Add +2.4% | 304,484 | $17.4M |
| Advisors Management Group Inc. | 3.01% | Add +1.1% | 300,044 | $17.1M |
| Fagan Associates, Inc. | 2.34% | Add +1.9% | 296,441 | $16.9M |
| Advisory Services Network, LLC | 0.24% | Reduce -0.8% | 287,900 | $16.4M |
| PFG Advisors | 0.67% | Reduce -1.6% | 287,054 | $16.4M |
| Choreo, LLC | 0.21% | Add +47.7% | 286,245 | $16.3M |
| Mountain Capital Investment Advisors Inc. | 2.85% | Add +22.2% | 285,040 | $16.2M |
| Rooted Wealth Advisors, Inc. | 4.88% | Add +6.1% | 280,323 | $16.0M |
| Wealthcare Advisory Partners LLC | 0.33% | Reduce -2.5% | 275,675 | $15.7M |
| Sfmg, LLC | 1.08% | Add +5.2% | 273,949 | $15.6M |
| Creative Planning | 0.01% | Add +8.7% | 270,127 | $15.4M |
| Cascade Wealth Advisors, Inc | 7.50% | Add +5.9% | 268,627 | $15.2M |
| AdvisorNet Financial, Inc | 0.86% | Add +7.9% | 265,883 | $15.2M |
| Tobias Financial Advisors, Inc. | 2.31% | Add +1.8% | 265,724 | $15.2M |
| 1 North Wealth Services LLC | 6.18% | Add +0.2% | 264,088 | $15.1M |
| Eaton Financial Holdings Company, LLC | 4.24% | Add +4.4% | 263,668 | $15.1M |
| Apexium Financial, LP | 0.73% | Add +10.2% | 263,643 | $15.1M |
| Magnus Financial Group LLC | 1.19% | Add +0.2% | 263,284 | $15.0M |
| Mechanics Bank Trust Department | 2.10% | Reduce -11.7% | 262,353 | $15.0M |
| St. Clair Advisors, LLC | 3.97% | Reduce -11.8% | 261,990 | $15.0M |
| Appleton Partners Inc. | 1.00% | Add +0.5% | 261,858 | $15.0M |
| Mgo One Seven LLC | 0.34% | Reduce -19.5% | 261,031 | $14.9M |
| Centurion Wealth Management LLC | 3.40% | Add +5.2% | 260,736 | $14.9M |
| Trinity Legacy Partners, LLC | 3.42% | Add +1.6% | 261,306 | $14.9M |
| Columbus Macro, LLC | 1.65% | Add +13.3% | 254,301 | $14.5M |
| New York Life Investment Management LLC | 0.13% | Add +3768.1% | 249,104 | $14.2M |
| Signature Wealth Management Partners, LLC | 7.41% | Add +4.3% | 247,841 | $14.2M |
| SBI Securities Co., Ltd. | 0.36% | Add +2.9% | 246,909 | $14.1M |
| Element Pointe Advisors, LLC | 2.99% | Add +2.7% | 245,686 | $14.0M |
| Westwood Holdings Group Inc. | 0.10% | Reduce -0.3% | 241,275 | $13.8M |
| Allen Capital Group, LLC | 1.31% | Reduce -5.1% | 241,267 | $13.8M |
| IMC-Chicago, LLC | 0.24% | New | 240,775 | $13.7M |
| Legacy Edge Advisors, LLC | 1.61% | Add +11.5% | 239,153 | $13.7M |
| Curtis Advisory Group, LLC | 3.07% | Add +0.9% | 237,265 | $13.5M |
| Harbour Investments, Inc. | 0.31% | Add +22.3% | 235,745 | $13.5M |
| Dynamic Advisor Solutions LLC | 0.39% | Reduce -4.1% | 233,536 | $13.3M |
| Requisite Capital Management, LLC | 2.24% | Add +2.6% | 233,361 | $13.3M |
| Prentice Wealth Management LLC | 3.28% | Add +2.6% | 233,215 | $13.3M |
| D.A. Davidson & Co. | 0.08% | Add +10.7% | 230,664 | $13.2M |
| Blair William & Co. | 0.04% | Add +8.1% | 229,983 | $13.1M |
| Fermata Advisors, LLC | 3.32% | Add +5.8% | 229,595 | $13.1M |
| Summit Financial, LLC | 0.20% | New | 227,244 | $13.0M |
| CreativeOne Wealth, LLC | 0.32% | Add +5.2% | 226,257 | $12.9M |
| First National Advisers, LLC | 1.73% | Add +3.7% | 223,698 | $12.8M |
| Pinnacle Financial Partners Inc | 0.30% | Reduce -1.9% | 218,414 | $12.5M |
| Cresset Asset Management, LLC | 0.05% | Reduce -24.5% | 216,281 | $12.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.45% | Add +7.6% | 214,637 | $12.3M |
| Courier Capital LLC | 0.70% | Add +1.6% | 212,913 | $12.2M |
| World Investment Advisors | 0.25% | Add +5.0% | 210,238 | $12.0M |
| Larson Financial Group LLC | 0.42% | Add +10.4% | 209,376 | $12.0M |
| Financial Futures Ltd Liability Co. | 5.81% | Add +2.3% | 209,323 | $12.0M |
| Guardian Wealth Advisors, LLC / NC | 0.78% | Reduce -12.8% | 208,259 | $11.9M |
| International Assets Investment Management, LLC | 0.93% | No change | 204,163 | $11.6M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -13.4% | 200,323 | $11.4M |
| Cassia Capital Partners, LLC | 6.21% | Add +1.1% | 199,279 | $11.4M |
| Cerity Partners LLC | 0.02% | Add +6.2% | 198,773 | $11.3M |
| Wealthfront Advisers LLC | 0.03% | Add +10.7% | 198,467 | $11.3M |
| Sandbox Financial Partners, LLC | 3.24% | Reduce -4.0% | 198,398 | $11.3M |
| Retirement Planning Group, LLC / NY | 8.42% | Add +14.3% | 197,083 | $11.3M |
| Visionary Wealth Advisors | 0.52% | Reduce -5.4% | 196,297 | $11.2M |
| IVC Wealth Advisors LLC | 4.95% | Add +3.6% | 194,071 | $11.1M |
| Argent Trust Co | 0.39% | Reduce -11.6% | 192,577 | $11.0M |
| Park Avenue Securities LLC | 0.09% | New | 192,565 | $11.0M |
| Capital Analysts, LLC | 0.32% | Add +2.7% | 192,361 | $11.0M |
| Financial Guidance Group, Inc. | 4.90% | Reduce -0.8% | 191,414 | $10.9M |
| Sigma Planning Corp | 0.31% | Reduce -7.3% | 190,072 | $10.9M |
| Fiduciary Family Office, LLC | 3.08% | Reduce -1.7% | 189,644 | $10.8M |
| Geneos Wealth Management Inc. | 0.27% | Reduce -34.3% | 187,738 | $10.7M |
| Cambridge Advisors Inc. | 2.09% | Add +8.8% | 187,501 | $10.7M |
| Wedbush Securities Inc. | 0.35% | Reduce -12.0% | 186,056 | $10.6M |
| Power Wealth Management LLC | 3.86% | Add +7.2% | 185,842 | $10.6M |
| F/m Investments LLC | 0.40% | Reduce -8.3% | 183,345 | $10.5M |
| Ergawealth Advisors, Inc. | 4.87% | Reduce -31.7% | 183,106 | $10.5M |
| CENTRAL TRUST Co | 0.22% | Add +10.5% | 181,485 | $10.4M |
| Merit Financial Group, LLC | 0.10% | Add +0.2% | 181,275 | $10.4M |
| High Net Worth Advisory Group LLC | 2.46% | Reduce -3.1% | 179,355 | $10.2M |
| Resonant Capital Advisors, LLC | 0.59% | Add +9.1% | 178,656 | $10.2M |
| AE Wealth Management LLC | 0.06% | Add +7.9% | 178,413 | $10.2M |
| CVA Family Office, LLC | 1.31% | Reduce -11.3% | 177,644 | $10.1M |
| Community Bank, N.A. | 1.22% | Add +0.8% | 177,255 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -1.3% | 177,194 | $10.1M |
| NWF Advisory Services Inc. | 1.11% | Reduce -16.6% | 177,124 | $10.1M |
| Mayfair Advisory Group, LLC | 4.29% | Reduce -7.1% | 175,221 | $10.0M |
| Bleakley Financial Group, LLC | 0.23% | Add +0.9% | 174,302 | $10.0M |
| Ritter Daniher Financial Advisory LLC / DE | 1.73% | Add +6.0% | 172,301 | $9.8M |
| Forefront Wealth Management Inc. | 7.15% | Reduce -0.7% | 170,806 | $9.8M |
| Wealthspire Retirement, LLC | 0.62% | Add +5.8% | 170,169 | $9.7M |
| Capital Investment Advisory Services, LLC | 0.77% | Add +10.0% | 170,106 | $9.7M |
| Childress Capital Advisors, LLC | 1.77% | Reduce -36.8% | 170,070 | $9.7M |
| ADG Wealth Management Group, LLC | 7.62% | Add +1.0% | 167,913 | $9.6M |
| First Hawaiian Bank | 1.22% | Add +26.2% | 166,441 | $9.5M |
| Koshinski Asset Management, Inc. | 0.67% | Add +12.3% | 165,545 | $9.5M |
| Country Club Bank | 0.56% | Add +0.8% | 165,893 | $9.4M |
| Krilogy Financial LLC | 0.35% | Add +1.8% | 166,873 | $9.4M |
| Exchange Traded Concepts, LLC | 0.09% | Reduce -13.9% | 165,010 | $9.4M |
| Northeast Financial Group, Inc. | 2.34% | Reduce -23.6% | 164,645 | $9.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +300.2% | 164,541 | $9.4M |
| Pinnacle Wealth Management, LLC | 6.32% | Add +48.6% | 164,100 | $9.4M |
| Patriot Financial Group Insurance Agency, LLC | 1.19% | Reduce -2.4% | 163,002 | $9.3M |
| Retirement Financial Solutions, LLC | 2.90% | Add +5.8% | 162,276 | $9.3M |
| MTM Financial Group, LLC | 4.52% | Add +33.8% | 160,574 | $9.2M |
| Pacific Center for Financial Services | 2.33% | Add +0.9% | 160,328 | $9.2M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +6.1% | 160,309 | $9.2M |
| Axxcess Wealth Management, LLC | 0.19% | Reduce -31.6% | 159,788 | $9.1M |
| Belpointe Asset Management LLC | 0.35% | Reduce -3.5% | 159,129 | $9.1M |
| Kingswood Wealth Advisors, LLC | 0.54% | Add +25.8% | 157,491 | $9.0M |
| Floyd Financial Group LLC | 6.63% | Add +24.9% | 158,223 | $8.9M |
| CFO4Life Group, LLC | 1.29% | Reduce -2.9% | 154,897 | $8.8M |
| Masso Torrence Wealth Management Inc. | 3.67% | Add +1.8% | 154,386 | $8.8M |
| EverSource Wealth Advisors, LLC | 0.35% | Reduce -13.2% | 154,044 | $8.8M |
| Mutual Advisors, LLC | 0.19% | Reduce -19.2% | 151,595 | $8.7M |
| Edgemoor Investment Advisors, Inc. | 0.67% | Add +6.0% | 151,636 | $8.7M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -6.6% | 152,316 | $8.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -10.2% | 149,328 | $8.5M |
| StoneX Group Inc. | 0.37% | Add +4.7% | 148,754 | $8.5M |
| Fairway Wealth LLC | 2.36% | Add +4.0% | 147,095 | $8.4M |
| Montis Financial, LLC | 1.92% | Add +0.0% | 145,635 | $8.3M |
| PFG Investments, LLC | 0.43% | Add +8.0% | 144,583 | $8.3M |
| Selective Wealth Management, Inc. | 2.65% | Reduce -1.4% | 144,939 | $8.2M |
| Independent Financial Group, LLC | 0.20% | Add +4.0% | 142,981 | $8.2M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -1.0% | 142,038 | $8.1M |
| SeaCrest Wealth Management, LLC | 0.85% | Reduce -1.2% | 142,111 | $8.1M |
| Wick Capital Partners, LLC | 1.92% | Add +10555.5% | 140,972 | $8.0M |
| NCM Capital Management, LLC | 3.10% | Reduce -0.1% | 139,975 | $8.0M |
| Intrepid Financial Planning Group LLC | 3.04% | Add +4.3% | 139,821 | $8.0M |
| Perkins Coie Trust Co | 1.50% | Add +49.9% | 139,692 | $8.0M |
| Eastern Bank | 0.14% | Add +2.6% | 139,591 | $8.0M |
| Snowden Capital Advisors LLC | 0.22% | Add +0.6% | 139,541 | $8.0M |
| Lee Johnson Capital Management, LLC | 2.63% | Reduce -66.5% | 138,911 | $7.9M |
| Ellis Investment Partners, LLC | 1.43% | Reduce -19.9% | 138,864 | $7.9M |
| MBA Advisors LLC | 3.34% | Add +5.2% | 137,033 | $7.8M |
| Brady Martz Wealth Solutions, LLC | 1.42% | Add +0.3% | 136,840 | $7.8M |
| New England Private Wealth Advisors LLC | 1.02% | Reduce -1.7% | 136,214 | $7.8M |
| Bouvel Investment Partners, LLC | 2.37% | Reduce -4.5% | 135,681 | $7.7M |
| Garden State Investment Advisory Services LLC | 1.94% | Add +10.3% | 133,975 | $7.7M |
| StrongBox Wealth, LLC | 2.58% | Reduce -10.1% | 133,710 | $7.6M |
| Destiny Wealth Partners, LLC | 0.93% | Add +8.4% | 132,953 | $7.6M |
| Gries Financial LLC | 1.20% | Add +66.0% | 132,475 | $7.6M |
| MADDEN SECURITIES Corp | 2.31% | Reduce -57.3% | 131,466 | $7.5M |
| VeraBank, N.A. | 1.39% | Reduce -20.5% | 130,319 | $7.4M |
| Cadence Bank | 0.45% | Reduce -25.4% | 130,090 | $7.4M |
| Moors & Cabot, Inc. | 0.32% | Reduce -1.8% | 130,031 | $7.4M |
| Strategic Wealth Partners, Ltd. | 0.55% | Add +8.5% | 128,845 | $7.4M |
| Benjamin Edwards Inc. | 0.08% | Add +5.3% | 127,403 | $7.3M |
| Centaurus Financial, Inc. | 0.34% | Add +26.1% | 127,355 | $7.3M |
| Global Assets Advisory, LLC | 2.15% | Add +13.6% | 126,667 | $7.2M |
| Quadrature Capital Ltd | 0.09% | Add +194.5% | 126,398 | $7.2M |
| Sterling Investment Advisors, Ltd. | 1.40% | Reduce -0.5% | 126,328 | $7.2M |
| Fifth Third Securities, Inc. | 0.49% | Add +37.7% | 125,869 | $7.2M |
| Hunter Associates Investment Management LLC | 0.99% | Reduce -3.1% | 124,630 | $7.1M |
| Lake Street Private Wealth, LLC | 0.92% | Reduce -5.3% | 123,872 | $7.1M |
| Stonebridge Financial Group, LLC | 0.62% | Add +4.1% | 123,297 | $7.0M |
| Scott Capital Advisors, LLC | 1.59% | Add +124.4% | 123,643 | $7.0M |
| Aprio Wealth Management, LLC | 0.69% | Add +0.9% | 122,292 | $7.0M |
| Financial Alternatives, Inc | 4.22% | Reduce -2.5% | 121,912 | $7.0M |
| Vienna Asset Management LLC | 4.14% | Reduce -32.6% | 121,790 | $7.0M |
| Prevail Innovative Wealth Advisors, LLC | 1.34% | Add +6.6% | 120,581 | $6.9M |
| Milestone Asset Management, LLC | 1.30% | Add +19.5% | 119,770 | $6.8M |
| Turn8 Private Wealth Inc. | 4.90% | Add +0.4% | 119,619 | $6.8M |
| DeDora Capital, Inc. | 1.63% | Add +23.5% | 118,047 | $6.7M |
| Continuum Advisory, LLC | 0.71% | Add +22.5% | 117,001 | $6.7M |
| Boyum Wealth Architects LLC | 4.09% | Add +32.5% | 116,264 | $6.6M |
| Community Financial Services Group, LLC | 1.22% | Add +2.6% | 116,125 | $6.6M |
| Strategic Blueprint, LLC | 0.29% | Reduce -2.4% | 115,053 | $6.6M |
| Daymark Wealth Partners, LLC | 0.22% | Reduce -12.8% | 114,479 | $6.5M |
| Lowe Wealth Advisors, LLC | 2.38% | Reduce -1.4% | 114,096 | $6.5M |
| Kennedy Investment Group, Inc. | 2.56% | Add +3.9% | 112,964 | $6.5M |
| Capital Advisors Wealth Management, LLC | 0.91% | Add +5.8% | 112,268 | $6.4M |
| Principle Wealth Partners LLC | 0.37% | Add +0.0% | 111,742 | $6.4M |
| Bridgewealth Advisory Group, LLC | 1.48% | Add +8.4% | 111,379 | $6.4M |
| Archer Investment Corp | 1.43% | Add +6.3% | 111,117 | $6.3M |
| Perissos Private Wealth Management, LLC | 4.57% | Add +0.8% | 109,903 | $6.3M |
| Atria Investments, Inc | 0.07% | Reduce -38.2% | 109,398 | $6.2M |
| Alpine Bank Wealth Management | 0.88% | Add +5.2% | 109,195 | $6.2M |
| SMART Wealth LLC | 2.31% | Reduce -28.2% | 107,293 | $6.1M |
| Arkadios Wealth Advisors | 0.15% | Add +34.2% | 106,961 | $6.1M |
| Armor Investment Advisors, LLC | 1.93% | Reduce -41.4% | 106,812 | $6.1M |
| Integrity Investment Advisors, LLC | 4.00% | Reduce -11.4% | 105,546 | $6.0M |
| Spire Wealth Management | 0.20% | Reduce -33.4% | 104,965 | $6.0M |
| Vivid Wealth Management, LLC | 2.38% | Add +2.3% | 104,729 | $6.0M |
| Sowell Financial Services LLC | 0.23% | Reduce -1.1% | 103,515 | $5.9M |
| Southeast Asset Advisors, LLC | 0.64% | Reduce -7.6% | 102,446 | $5.8M |
| FRG Family Wealth Advisors LLC | 0.94% | Reduce -17.6% | 102,123 | $5.8M |
| Avior Wealth Management, LLC | 0.19% | Add +31.4% | 101,481 | $5.8M |
| Essex Financial Services, Inc. | 0.35% | Reduce -1.5% | 101,105 | $5.8M |
| Greater Midwest Financial Group, LLC | 3.69% | Add +4.5% | 100,218 | $5.7M |
| Cornerstone Wealth Group, LLC | 0.39% | Add +1.1% | 100,182 | $5.7M |
| Cahill Financial Advisors Inc. | 0.65% | Reduce -4.5% | 100,047 | $5.7M |
| KMG Fiduciary Partners, LLC | 0.38% | Add +5.0% | 99,035 | $5.7M |
| Thrive Capital Management, LLC | 1.45% | Add +7.7% | 98,420 | $5.6M |
| Baker Avenue Asset Management, LP | 0.13% | Reduce -36.6% | 97,995 | $5.6M |
| Assetmark, Inc. | 0.01% | Add +15.2% | 97,445 | $5.6M |
| Spirepoint Private Client, LLC | 0.58% | New | 96,984 | $5.5M |
| Tableaux LLC | 2.20% | Add +46.7% | 96,262 | $5.5M |
| TBH Global Asset Management, LLC | 1.07% | New | 95,755 | $5.5M |
| Stonegate Management LLC | 3.59% | — | 94,877 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -7.8% | 94,317 | $5.4M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -72.5% | 92,453 | $5.3M |
| Eagle Bluffs Wealth Management LLC | 2.26% | Add +2.6% | 91,762 | $5.2M |
| J. Team Financial, Inc. | 5.30% | — | 91,513 | $5.2M |
| Ulland Investment Advisors, LLC | 3.95% | Reduce -2.8% | 91,138 | $5.2M |
| Summit Financial Wealth Advisors, LLC | 0.81% | Add +6.3% | 91,522 | $5.2M |
| Gotham Asset Management | 0.02% | Add +1.4% | 90,864 | $5.2M |
| 21 West Wealth Management LLC | 4.91% | Add +1.6% | 90,726 | $5.2M |
| Penney Financial, LLC | 2.31% | Add +4.8% | 90,462 | $5.2M |
| Merkkuri Wealth Advisors LLC | 3.72% | Add +6.5% | 89,874 | $5.1M |
| Evermay Wealth Management LLC | 0.58% | Reduce -10.2% | 88,734 | $5.1M |
| Focused Wealth Management, Inc | 0.55% | Add +1.2% | 88,718 | $5.1M |
| Verity Asset Management, Inc. | 1.64% | Reduce -35.5% | 87,914 | $5.0M |
| Investment Partners Asset Management, Inc. | 3.30% | Add +0.9% | 87,658 | $5.0M |
| Campbell Deegan Wealth Management, LLC | 4.46% | Add +22.5% | 87,388 | $5.0M |
| Claro Advisors Inc. | 0.73% | Add +31.4% | 87,294 | $5.0M |
| Ausdal Financial Partners, Inc. | 0.24% | Add +10.0% | 87,293 | $5.0M |
| N.E.W. Advisory Services LLC | 0.44% | Add +8.0% | 87,221 | $5.0M |
| EWG Elevate Inc. | 1.55% | Add +3.5% | 86,768 | $5.0M |
| Thomasville National Bank | 0.31% | Add +0.3% | 86,285 | $4.9M |
| Asset Allocation Strategies LLC | 0.97% | Add +143.5% | 85,738 | $4.9M |
| Wincap Financial LLC | 3.37% | Add +41.6% | 85,530 | $4.9M |
| Flagstar Securities, Inc. | 1.49% | Reduce -9.5% | 85,229 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -3.6% | 85,163 | $4.9M |
| RFG Advisory, LLC | 0.10% | Reduce -18.4% | 84,891 | $4.8M |
| Allred Capital Management, LLC | 1.68% | Add +4.5% | 84,310 | $4.8M |
| O'ROURKE & COMPANY, Inc | 1.99% | Add +0.6% | 83,555 | $4.8M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -0.7% | 83,103 | $4.7M |
| MIdWestOne Financial Group, Inc. | 0.57% | Add +5.3% | 82,368 | $4.7M |
| Insigneo Advisory Services, LLC | 0.33% | Reduce -26.1% | 82,271 | $4.7M |
| U.S. Capital Wealth Advisors, LLC | 0.13% | Reduce -11.0% | 82,183 | $4.7M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.8% | 82,112 | $4.7M |
| 49 Wealth Management, LLC | 0.44% | Reduce -29.1% | 81,952 | $4.7M |
| IFP Advisors, Inc | 0.12% | Add +11.2% | 81,691 | $4.7M |
| LifeWealth Investments, LLC | 1.53% | Add +1.3% | 81,417 | $4.6M |
| Joseph P. Lucia & Associates, LLC | 1.75% | Reduce -0.1% | 81,294 | $4.6M |
| Herbst Group, LLC | 2.88% | Reduce -1.0% | 81,225 | $4.6M |
| Three Magnolias Financial Advisors, LLC | 2.88% | Reduce -3.4% | 81,140 | $4.6M |
| Madrona Financial Services, LLC | 1.02% | Add +2.5% | 81,118 | $4.6M |
| Cibc World Market Inc. | 0.01% | Reduce -2.6% | 80,793 | $4.6M |
| Summit Wealth Partners, LLC | 0.83% | Add +1.9% | 80,351 | $4.6M |
| Calton & Associates, Inc. | 0.68% | Add +0.0% | 79,767 | $4.6M |
| Clearstead Trust, LLC | 0.78% | Add +307.8% | 79,494 | $4.5M |
| Boston Partners | 0.00% | New | 79,415 | $4.5M |
| Clark Wealth Partners | 2.76% | Reduce -3.5% | 79,198 | $4.5M |
| Level Four Advisory Services, LLC | 0.15% | Add +30.0% | 79,270 | $4.5M |
| Retirement Planning Group, LLC | 0.16% | Add +30.8% | 78,974 | $4.5M |
| Money Concepts Capital Corp. | 0.28% | Add +11.3% | 78,728 | $4.5M |
| RDA Financial Network | 1.10% | Add +3.1% | 78,235 | $4.5M |
| 4WEALTH Advisors, Inc. | 4.07% | Add +15.5% | 77,111 | $4.4M |
| Members Advisory Group LLC | 1.54% | Reduce -8.0% | 76,491 | $4.4M |
| Trajan Wealth LLC | 0.19% | Add +10.4% | 76,127 | $4.3M |
| Integrity Alliance, Llc. | 0.20% | Add +44.4% | 75,949 | $4.3M |
| Lowery Thomas, LLC | 2.47% | Add +7.5% | 75,043 | $4.3M |
| AlphaCore Capital LLC | 0.14% | Add +20.5% | 74,057 | $4.2M |
| Windsor Capital Management, LLC | 1.17% | Add +4.0% | 74,041 | $4.2M |
| Silverlake Wealth Management LLC | 1.04% | Reduce -6.6% | 73,991 | $4.2M |
| StoneCrest Wealth Management, Inc. | 1.85% | Add +2.0% | 73,902 | $4.2M |
| KFG Wealth Management, LLC | 0.61% | Add +38.1% | 73,758 | $4.2M |
| Retirement Guys Formula LLC | 1.47% | Add +2.9% | 73,321 | $4.2M |
| Weinberger Asset Management, Inc | 1.51% | Add +3.4% | 72,954 | $4.2M |
| Semus Wealth Partners LLC | 2.35% | Add +11.7% | 72,824 | $4.2M |
| Bank of Montreal | 0.00% | Add +15.8% | 72,708 | $4.2M |
| Inspire Advisors, LLC | 0.39% | Add +13.1% | 72,148 | $4.1M |
| Snider Financial Group | 1.11% | Add +0.4% | 71,413 | $4.1M |
| Onyx Bridge Wealth Group LLC | 0.44% | Add +24.2% | 71,267 | $4.1M |
| Wealthspan Partners, LLC | 1.57% | Add +8.0% | 71,171 | $4.1M |
| Saxony Capital Management, LLC | 2.67% | Add +11.3% | 71,039 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +12.3% | 70,787 | $4.0M |
| Verus Capital Partners, LLC | 0.31% | Add +38.3% | 70,474 | $4.0M |
| FourThought Financial Partners, LLC | 0.35% | Add +5.2% | 70,376 | $4.0M |
| Jane Street Group, LLC | 0.00% | New | 69,800 | $4.0M |
| STAR Financial Bank | 2.35% | Reduce -5.4% | 69,712 | $4.0M |
| Base Wealth Management LLC | 2.27% | Add +7.9% | 69,679 | $4.0M |
| Modern Wealth Management, LLC | 0.08% | Reduce -5.9% | 69,342 | $4.0M |
| Parsons Capital Management Inc. | 0.22% | Reduce -6.0% | 69,258 | $4.0M |
| Security National Bank | 0.61% | Reduce -65.5% | 69,235 | $4.0M |
| Empire Financial Management Company, LLC | 0.91% | Add +93.7% | 69,216 | $4.0M |
| BG Investment Services, LLC | 3.88% | Add +49.0% | 68,887 | $3.9M |
| Walkner Condon Financial Advisors LLC | 0.62% | Reduce -10.3% | 68,661 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +59.9% | 68,491 | $3.9M |
| Worth Financial Advisory Group, LLC | 2.19% | Reduce -1.4% | 68,464 | $3.9M |
| Heritage Trust Co | 0.41% | Reduce -1.9% | 67,988 | $3.9M |
| Capstone Wealth Management Group LLC | 2.48% | Add +1.7% | 67,911 | $3.9M |
| Whipplewood Advisors, LLC | 2.54% | Add +1.2% | 67,669 | $3.9M |
| Legacy Private Trust Co. | 0.23% | Reduce -20.7% | 67,392 | $3.8M |
| NFSG Corp | 0.57% | Reduce -7.2% | 67,080 | $3.8M |
| Little House Capital LLC | 0.88% | Add +1.7% | 66,976 | $3.8M |
| Smartleaf Asset Management LLC | 0.24% | Add +41.1% | 67,130 | $3.8M |
| M.E. Allison & Co., Inc. | 2.67% | Add +9.4% | 66,953 | $3.8M |
| Fairway Financial, LLC | 3.00% | Add +1.5% | 66,682 | $3.8M |
| Focus Financial Network, Inc. | 0.14% | Add +4.0% | 66,670 | $3.8M |
| Marino, Stram & Associates LLC | 0.68% | Add +5.7% | 66,501 | $3.8M |
| Princeton Global Asset Management LLC | 0.63% | Reduce -1.7% | 66,254 | $3.8M |
| Clarity Wealth Advisors, LLC | 0.83% | Add +9.9% | 66,110 | $3.8M |
| SkyOak Wealth, LLC | 0.71% | Add +13.4% | 65,743 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.82% | Reduce -0.4% | 65,486 | $3.7M |
| Vicus Capital | 0.28% | Reduce -50.6% | 64,736 | $3.7M |
| Next Level Private LLC | 1.07% | Reduce -4.0% | 64,770 | $3.7M |
| Harbor Investment Advisory, LLC | 0.30% | Reduce -27.5% | 64,495 | $3.7M |
| Channel Wealth LLC | 0.98% | Reduce -24.0% | 64,352 | $3.7M |
| Fragasso Financial Advisors Inc | 0.23% | Add +3.3% | 64,411 | $3.7M |
| Register Financial Advisors LLC | 1.44% | Add +1.4% | 63,930 | $3.7M |
| Procyon Advisors, LLC | 0.22% | Reduce -2.2% | 63,859 | $3.6M |
| Aventura Private Wealth, LLC | 1.34% | Reduce -15.3% | 63,454 | $3.6M |
| Interchange Capital Partners, LLC | 0.70% | Add +0.2% | 62,929 | $3.6M |
| Bradley Foster & Sargent Inc. | 0.05% | Add +8.1% | 62,364 | $3.6M |
| J2 Capital Management Inc | 2.68% | Reduce -29.1% | 62,336 | $3.6M |
| Beam Wealth Advisors, Inc. | 0.97% | Add +1.9% | 62,246 | $3.6M |
| Rockport Wealth LLC | 0.72% | Add +5.2% | 62,121 | $3.5M |
| American Trust | 0.30% | Add +2.8% | 62,103 | $3.5M |
| Ignite Planners, LLC | 0.58% | Add +1.7% | 61,960 | $3.5M |
| Kingstone Capital Partners Texas, LLC | 2.05% | Add +1.0% | 61,864 | $3.5M |
| SlateStone Wealth, LLC | 0.31% | Add +7.2% | 61,731 | $3.5M |
| AlphaStar Capital Management, LLC | 0.30% | Reduce -0.9% | 61,544 | $3.5M |
| Bay Capital Advisors, LLC | 2.29% | Add +2.6% | 61,500 | $3.5M |
| Caerus Investment Advisors, LLC | 1.43% | Reduce -8.1% | 61,222 | $3.5M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Reduce -0.1% | 61,057 | $3.5M |
| NewEdge Wealth, LLC | 0.05% | Add +11.3% | 60,635 | $3.4M |
| Walter & Keenan Wealth Management LLC /in/ | 0.95% | Reduce -17.1% | 59,890 | $3.4M |
| Soltis Investment Advisors LLC | 0.24% | Add +1267.3% | 59,776 | $3.4M |
| CAP Partners, LLC | 1.92% | Reduce -1.4% | 59,377 | $3.4M |
| Private Client Services, LLC | 1.13% | Add +34.0% | 59,132 | $3.4M |
| Main Street Financial Solutions, LLC | 0.22% | Add +9.4% | 58,770 | $3.4M |
| Ehrlich Financial Group | 1.99% | Reduce -2.2% | 58,655 | $3.3M |
| Lanark Financial, Inc. | 0.26% | Add +6.4% | 58,437 | $3.3M |
| Sax Wealth Advisors, LLC | 0.18% | Add +14.2% | 58,408 | $3.3M |
| Patten Group, Inc. | 0.65% | Reduce -0.8% | 58,262 | $3.3M |
| Shepherd Kaplan Krochuk, LLC | 2.71% | Add +47.5% | 57,823 | $3.3M |
| Sierra Ocean, LLC | 2.77% | Reduce -39.0% | 57,680 | $3.3M |
| United Advisor Group, LLC | 0.44% | Add +42.6% | 57,322 | $3.3M |
| LexAurum Advisors, LLC | 0.47% | Add +6.9% | 57,191 | $3.3M |
| West Michigan Advisors, LLC | 0.78% | Reduce -8.4% | 57,078 | $3.3M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +0.1% | 56,970 | $3.3M |
| Haverford Trust Co | 0.03% | Add +21.8% | 56,608 | $3.2M |
| Global Retirement Partners, LLC | 0.07% | Add +13.1% | 56,334 | $3.2M |
| J Hagan Capital, Inc. | 1.94% | Add +7.5% | 56,192 | $3.2M |
| Jaffetilchin Investment Partners, LLC | 0.19% | Add +4.3% | 56,125 | $3.2M |
| Planning Directions Inc. | 1.67% | Reduce -1.3% | 55,900 | $3.2M |
| Slagle Financial, LLC | 1.17% | Add +3.6% | 55,830 | $3.2M |
| Prosperity Financial Group, Inc. | 1.16% | Add +7.5% | 55,517 | $3.2M |
| Financial Management Network Inc. | 0.52% | Add +18.3% | 55,481 | $3.2M |
| Gill Capital Partners, LLC | 0.96% | Add +8.7% | 55,295 | $3.2M |
| Weil Company, Inc. | 0.75% | Add +2.8% | 54,924 | $3.1M |
| Scotia Capital Inc. | 0.01% | Add +15.8% | 54,843 | $3.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -61.5% | 54,598 | $3.1M |
| JSF Financial, LLC | 0.69% | Add +8.2% | 54,531 | $3.1M |
| Sulzberger Capital Advisors, Inc. | 3.47% | Add +7.2% | 54,463 | $3.1M |
| Integrated Financial Solutions, Inc. | 2.14% | Add +2.1% | 54,295 | $3.1M |
| Herold Advisors, Inc. | 0.72% | Reduce -1.7% | 54,060 | $3.1M |
| Bristlecone Advisors, LLC | 0.26% | Reduce -4.9% | 54,021 | $3.1M |
| Lewis Asset Management, LLC | 1.26% | Add +27.5% | 53,558 | $3.1M |
| Private Wealth Partners, LLC | 0.22% | Reduce -20.0% | 53,521 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +1.4% | 53,452 | $3.1M |
| Panoramic Investment Advisors, LLC | 1.71% | Add +5.6% | 53,311 | $3.0M |
| Sunpointe, LLC | 1.10% | Add +6.8% | 53,261 | $3.0M |
| Archford Capital Strategies, LLC | 0.36% | Add +7.0% | 52,681 | $3.0M |
| Lifeworks Advisors, LLC | 0.40% | Add +3.8% | 52,578 | $3.0M |
| Diversify Wealth Management, LLC | 0.17% | Add +1.5% | 52,777 | $3.0M |
| Hexagon Capital Partners LLC | 0.60% | Add +34.4% | 52,092 | $3.0M |
| Bellevue Asset Management, LLC | 1.37% | Reduce -4.4% | 52,009 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +13.4% | 51,816 | $3.0M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -13.4% | 51,181 | $2.9M |
| Cullen/Frost Bankers, Inc. | 0.03% | Add +119.9% | 51,134 | $2.9M |
| San Luis Wealth Advisors LLC | 0.52% | Add +10.4% | 50,953 | $2.9M |
| Quantinno Capital Management LP | 0.01% | Add +9.6% | 50,727 | $2.9M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Reduce -47.6% | 50,710 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Add +21.6% | 50,619 | $2.9M |
| Natixis Advisors, LLC | 0.00% | Add +171.5% | 49,937 | $2.9M |
| Foresight Capital Management Advisors, Inc. | 1.61% | Add +10.1% | 49,897 | $2.8M |
| Fortress Financial Solutions, LLC | 3.07% | Reduce -12.8% | 49,340 | $2.8M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -0.4% | 49,154 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.62% | Reduce -0.3% | 49,074 | $2.8M |
| 3EDGE Asset Management, LP | 0.16% | Add +2.1% | 49,068 | $2.8M |
| FMA Wealth Management, LLC | 1.92% | Add +2.7% | 48,908 | $2.8M |
| Pallas Capital Advisors LLC | 0.10% | Add +2.4% | 48,835 | $2.8M |
| TrueWealth Advisors, LLC | 0.75% | Add +2.4% | 48,808 | $2.8M |
| 5T Wealth, LLC | 1.21% | Add +26.8% | 48,537 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1.1% | 48,316 | $2.8M |
| First PREMIER Bank | 0.62% | Add +3.5% | 48,105 | $2.7M |
| Rovin Capital /Ut/ | 0.76% | Add +0.9% | 47,999 | $2.7M |
| Guardian Financial Partners, LLC | 1.16% | Add +6.5% | 47,956 | $2.7M |
| Goldstone Financial Group, LLC | 0.32% | Reduce -25.9% | 47,899 | $2.7M |
| Rahlfs Capital, LLC | 2.16% | Reduce -0.4% | 47,750 | $2.7M |
| True North Advisors, LLC | 0.43% | Add +7.6% | 47,637 | $2.7M |
| Westbourne Investments, Inc. | 1.30% | Add +38.3% | 47,630 | $2.7M |
| SteelPeak Wealth, LLC | 0.09% | Add +13.3% | 47,377 | $2.7M |
| Redmond Asset Management, LLC | 0.66% | Reduce -2.0% | 47,328 | $2.7M |
| Cordgrass Capital Advisors, LLC | 0.66% | Add +4.4% | 46,918 | $2.7M |
| CIBC Bancorp USA Inc. | 0.02% | — | 46,718 | $2.7M |
| ZEGA Investments, LLC | 0.61% | Reduce -51.3% | 46,458 | $2.7M |
| CoreFirst Bank & Trust | 1.43% | Add +5.4% | 46,424 | $2.7M |
| Chapin Davis, Inc. | 0.65% | Add +2.5% | 46,406 | $2.6M |
| Parallel Advisors, LLC | 0.05% | Add +0.1% | 45,657 | $2.6M |
| Purus Wealth Management, LLC | 0.83% | Add +0.3% | 45,520 | $2.6M |
| Caprock Group, LLC | 0.06% | — | 45,425 | $2.6M |
| Joel Isaacson & Co., LLC | 0.09% | Add +72.9% | 45,349 | $2.6M |
| AQR Capital Management | 0.00% | Reduce -51.4% | 45,327 | $2.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +34.3% | 45,210 | $2.6M |
| Means Investment Co., Inc. | 0.22% | Reduce -10.5% | 45,026 | $2.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.72% | Add +1.7% | 44,870 | $2.6M |
| Websterrogers Financial Advisors, LLC | 0.77% | Add +2.6% | 44,770 | $2.6M |
| Cora Capital Advisors LLC | 1.08% | Reduce -3.4% | 44,645 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Add +1.2% | 44,518 | $2.5M |
| Sovran Advisors, LLC | 0.22% | Add +19.1% | 44,641 | $2.5M |
| Lifestyle Asset Management, Inc. | 0.87% | Add +16.3% | 44,462 | $2.5M |
| Kovack Advisors, Inc. | 0.24% | Reduce -7.8% | 44,038 | $2.5M |
| Avestar Capital, LLC | 0.18% | Reduce -2.3% | 43,683 | $2.5M |
| Moseley Investment Management Inc. | 0.76% | Add +15.3% | 43,610 | $2.5M |
| AIFG Consultants Ltd. | 4.39% | Reduce -7.5% | 43,578 | $2.5M |
| Helium Advisors LLC | 2.07% | Reduce -27.6% | 43,402 | $2.5M |
| Acorn Wealth Advisors, LLC | 0.78% | Reduce -6.7% | 43,289 | $2.5M |
| Carr Financial Group Corp | 0.68% | Reduce -1.8% | 43,066 | $2.5M |
| MAS Advisors LLC | 3.88% | Add +3.3% | 42,972 | $2.5M |
| Grantvest Financial Group LLC | 1.68% | Add +28.6% | 42,725 | $2.4M |
| Armstrong Advisory Group, Inc. | 0.17% | Add +2.6% | 42,691 | $2.4M |
| Regal Investment Advisors LLC | 0.16% | Add +0.4% | 42,607 | $2.4M |
| Independent Wealth Network Inc. | 0.78% | Add +5.4% | 42,555 | $2.4M |
| JT Stratford LLC | 0.33% | Add +190.3% | 42,323 | $2.4M |
| Riverbend Wealth Management, LLC | 1.69% | Add +3.6% | 42,287 | $2.4M |
| SFE Investment Counsel | 0.38% | Reduce -14.2% | 42,157 | $2.4M |
| Sachetta, LLC | 0.89% | Add +0.6% | 41,944 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +38.1% | 41,880 | $2.4M |
| Integras Partners LLC | 1.92% | Add +15.4% | 41,640 | $2.4M |
| Ring Mountain Capital, LLC | 1.32% | Add +3.5% | 41,630 | $2.4M |
| Sheets Smith Wealth Management | 0.27% | Add +3.4% | 41,401 | $2.4M |
| Wealthcare Capital Partners, LLC | 1.07% | Add +26.9% | 40,840 | $2.3M |
| LGT Financial Advisors LLC | 5.03% | Reduce -2.3% | 40,817 | $2.3M |
| Stelac Advisory Services LLC | 0.79% | Reduce -31.7% | 40,241 | $2.3M |
| Invst, LLC | 0.26% | Add +134.7% | 40,159 | $2.3M |
| Anchor Capital Management Group Inc | 1.16% | No change | 40,000 | $2.3M |
| CoreCap Advisors, LLC | 0.08% | Add +103.0% | 39,912 | $2.3M |
| Heritage Wealth Management, Inc. | 0.67% | Add +13.6% | 39,891 | $2.3M |
| Clear Creek Financial Management, LLC | 0.20% | Add +12.9% | 39,877 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -49.2% | 39,751 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +3.2% | 39,745 | $2.3M |
| Simplicity Wealth,LLC | 0.13% | Add +43.1% | 39,457 | $2.3M |
| Two Sigma Securities, LLC | 0.33% | New | 39,411 | $2.3M |
| McDonald Partners LLC | 0.67% | Add +8.3% | 39,054 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.15% | Add +2.4% | 39,033 | $2.2M |
| Lokken Investment Group LLC | 0.76% | Add +7.6% | 38,876 | $2.2M |
| Bell Bank | 0.10% | Add +6.1% | 38,612 | $2.2M |
| Tyche Wealth Partners LLC | 0.39% | Add +6.7% | 38,553 | $2.2M |
| Richard W. Paul & Associates, LLC | 0.74% | Add +2.9% | 38,016 | $2.2M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Add +4.1% | 37,578 | $2.1M |
| PMG Family Office LLC | 2.38% | — | 37,301 | $2.1M |
| Frontier Asset Management, LLC | 0.53% | Add +12.6% | 37,277 | $2.1M |
| Littlejohn Financial Services, Inc. | 1.55% | Add +3.7% | 37,230 | $2.1M |
| Worth Asset Management, LLC | 0.95% | Add +10.3% | 36,971 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Reduce -1.4% | 36,911 | $2.1M |
| Nelson Capital Management, LLC | 0.25% | Add +21.2% | 36,801 | $2.1M |
| Greenwich Wealth Management LLC | 0.10% | Reduce -2.9% | 36,473 | $2.1M |
| Greykasell Wealth Strategies, Inc. | 0.88% | Add +872.6% | 36,453 | $2.1M |
| BOK Financial Private Wealth, Inc. | 0.13% | Add +35.5% | 36,418 | $2.1M |
| Ancora Advisors LLC | 0.04% | Reduce -3.5% | 36,385 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.70% | Add +5.2% | 36,230 | $2.1M |
| TFR Capital, LLC. | 0.69% | Add +23.1% | 36,190 | $2.1M |
| Portfolio Strategies, Inc. | 0.24% | New | 36,159 | $2.1M |
| OneAscent Family Office, LLC | 1.67% | New | 35,889 | $2.0M |
| US Bancorp \de | 0.00% | Add +31.2% | 35,845 | $2.0M |
| Croban | 1.36% | Reduce -1.7% | 35,830 | $2.0M |
| Investment Planning Advisors, Inc. | 0.64% | Reduce -29.9% | 35,412 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Add +8.1% | 35,337 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.66% | Add +1.0% | 35,217 | $2.0M |
| Sovereign Financial Group, Inc. | 0.37% | Add +11.1% | 34,992 | $2.0M |
| Integral Investment Advisors, Inc. | 0.54% | Add +2.3% | 34,965 | $2.0M |
| Newport Capital Group, LLC | 1.25% | Add +1.6% | 34,885 | $2.0M |
| Note Advisors, LLC | 1.18% | Add +21.9% | 34,658 | $2.0M |
| Round Rock Advisors LLC | 0.31% | Reduce -1.6% | 34,593 | $2.0M |
| Triumph Capital Management | 0.53% | Add +4.3% | 34,123 | $1.9M |
| Sage Capital Management, LLC | 0.87% | Add +0.8% | 33,987 | $1.9M |
| LongView Wealth Management | 0.51% | Add +29.6% | 33,070 | $1.9M |
| WealthPlan Investment Management, LLC | 0.12% | Add +1.3% | 32,884 | $1.9M |
| Brown Advisory Inc. | 0.00% | Add +52.6% | 32,832 | $1.9M |
| PDS Planning, Inc | 0.13% | Add +8.5% | 32,820 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.58% | Reduce -4.0% | 32,672 | $1.9M |
| CPC Advisors, LLC | 0.20% | Reduce -1.4% | 32,518 | $1.9M |
| Kraematon Investment Advisors, Inc. | 1.58% | Add +0.4% | 32,385 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.1% | 32,232 | $1.8M |
| Grant Private Wealth Management Inc | 1.14% | New | 32,224 | $1.8M |
| Somerset Trust Co | 0.57% | Reduce -0.4% | 32,144 | $1.8M |
| Red Mountain Financial, LLC | 1.85% | Add +0.4% | 31,937 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.80% | Add +161.3% | 31,919 | $1.8M |
| Triad Wealth Partners, LLC | 0.23% | Add +154.0% | 31,874 | $1.8M |
| Gables Capital Management Inc. | 0.78% | Reduce -1.9% | 31,849 | $1.8M |
| Modus Advisors, LLC | 0.49% | Add +12.9% | 31,510 | $1.8M |
| Sound Income Strategies, LLC | 0.10% | Reduce -8.2% | 31,648 | $1.8M |
| Wealth Effects LLC | 0.58% | Add +18.6% | 31,433 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.23% | Reduce -1.4% | 31,371 | $1.8M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.37% | Add +2.8% | 31,318 | $1.8M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -3.3% | 31,063 | $1.8M |
| BlackRock, Inc. | 0.00% | Reduce -31.4% | 30,967 | $1.8M |
| Founders Financial Securities LLC | 0.12% | Add +5.7% | 30,757 | $1.8M |
| Hancock Whitney Corp. | 0.03% | Reduce -2.4% | 30,652 | $1.8M |
| Diversify Advisory Services, LLC | 0.06% | Add +19.1% | 30,924 | $1.7M |
| Smith, Moore & Co. | 0.13% | Reduce -56.6% | 30,473 | $1.7M |
| National Philanthropic Trust | 0.02% | No change | 30,409 | $1.7M |
| Optima Capital LLC | 0.84% | Reduce -21.7% | 30,285 | $1.7M |
| Hourglass Capital, LLC | 0.39% | Reduce -28.5% | 30,150 | $1.7M |
| Security National Bank of So Dak | 0.86% | No change | 29,885 | $1.7M |
| Cascade Investment Group, Inc. | 1.13% | Reduce -3.7% | 29,864 | $1.7M |
| BKM Wealth Management, LLC | 0.62% | Reduce -9.6% | 29,481 | $1.7M |
| ELCO Management Co., LLC | 0.88% | Reduce -1.0% | 29,400 | $1.7M |
| Mainstream Capital Management LLC | 1.11% | Reduce -15.4% | 29,367 | $1.7M |
| J.Safra Asset Management Corp | 0.10% | Add +99.7% | 29,205 | $1.7M |
| Spinnaker Investment Group, LLC | 0.31% | Add +4.6% | 29,087 | $1.7M |
| Intrua Financial, LLC | 0.19% | Reduce -56.4% | 28,896 | $1.6M |
| Crewe Advisors LLC | 0.16% | Reduce -19.3% | 28,892 | $1.6M |
| Post Resch Tallon Group Inc. | 1.46% | Add +0.1% | 28,755 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +3.6% | 28,736 | $1.6M |
| Park Edge Advisors, LLC | 0.37% | Add +6.0% | 28,391 | $1.6M |
| Independent Advisor Alliance | 0.04% | Add +8.5% | 28,379 | $1.6M |
| Acorns Advisers, LLC | 0.01% | Add +25.1% | 27,931 | $1.6M |
| Americana Partners, LLC | 0.05% | Reduce -90.9% | 27,676 | $1.6M |
| Renaissance Technologies | 0.00% | New | 27,400 | $1.6M |
| Generation Capital Management LLC | 1.13% | Add +13.7% | 27,399 | $1.6M |
| Coordinated Financial Services, Inc. | 1.01% | Reduce -1.6% | 27,153 | $1.6M |
| Berger Financial Group, Inc | 0.09% | Add +97.5% | 27,151 | $1.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.33% | Add +1.6% | 26,967 | $1.5M |
| LRI Investments, LLC | 0.13% | Add +16.7% | 26,924 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.16% | Add +8.3% | 26,651 | $1.5M |
| Financial Partners Group, Inc | 0.19% | Reduce -19.5% | 26,617 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.18% | Reduce -0.8% | 26,565 | $1.5M |
| Consolidated Portfolio Review Corp | 0.19% | Add +25.4% | 26,554 | $1.5M |
| Coppell Advisory Solutions LLC | 0.16% | Add +11.8% | 26,564 | $1.5M |
| Pennsylvania Capital Management Inc. | 0.44% | Reduce -6.5% | 26,402 | $1.5M |
| Andina Capital Management, LLC | 0.85% | Add +26.5% | 26,382 | $1.5M |
| Howard Wealth Management, LLC | 0.68% | Add +13.7% | 25,987 | $1.5M |
| Wealth Alliance, LLC | 0.15% | Add +0.2% | 25,822 | $1.5M |
| Readystate Asset Management LP | 0.14% | New | 25,564 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 25,560 | $1.5M |
| Wealth Dimensions Group, Ltd. | 0.30% | Add +0.5% | 25,525 | $1.5M |
| Kelly Financial Services LLC | 0.38% | Add +21.8% | 25,517 | $1.5M |
| Solutions 4 Wealth, Ltd | 2.25% | Add +33.7% | 25,440 | $1.5M |
| Innovative Wealth Building LLC | 1.13% | Add +35.0% | 25,379 | $1.4M |
| Midwest Professional Planners, LTD. | 0.35% | Add +1.1% | 25,173 | $1.4M |
| Decker Retirement Planning Inc. | 0.79% | New | 25,142 | $1.4M |
| Prosperitas Financial LLC | 0.59% | Add +2.9% | 25,097 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -8.0% | 25,049 | $1.4M |
| Signal Advisors Wealth, LLC | 0.13% | Reduce -84.3% | 25,001 | $1.4M |
| Institute for Wealth Management, LLC. | 0.15% | Reduce -2.5% | 24,991 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +7.1% | 24,967 | $1.4M |
| Novem Group | 0.17% | Add +1.3% | 24,949 | $1.4M |
| McCarter Private Wealth Services LLC | 0.72% | Add +216.9% | 24,685 | $1.4M |
| D'Orazio & Associates, Inc. | 0.19% | Reduce -15.4% | 24,683 | $1.4M |
| KERR FINANCIAL PLANNING Corp | 1.98% | — | 24,688 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -37.3% | 24,494 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.46% | Reduce -9.4% | 24,247 | $1.4M |
| Concord Wealth Partners | 0.19% | Add +2.6% | 24,178 | $1.4M |
| Cypress Capital Management LLC (WY) | 1.38% | Reduce -4.9% | 24,063 | $1.4M |
| Tucker Asset Management LLC | 0.41% | Add +23.1% | 23,929 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.87% | Reduce -7.6% | 23,753 | $1.4M |
| Frank, Rimerman Advisors LLC | 0.09% | No change | 23,700 | $1.4M |
| Security National Bank of Sioux City Iowa | 0.88% | No change | 23,645 | $1.4M |
| BCGM Wealth Management, LLC | 0.35% | Reduce -5.5% | 23,563 | $1.3M |
| Plotkin Financial Advisors, LLC | 0.66% | Reduce -9.0% | 23,492 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -0.1% | 23,397 | $1.3M |
| HBK Sorce Advisory LLC | 0.03% | Add +3.5% | 23,298 | $1.3M |
| Burling Wealth Partners, LLC | 0.22% | Reduce -1.0% | 23,133 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +10.7% | 23,023 | $1.3M |
| Winebrenner Capital Management LLC | 0.94% | Reduce -6.2% | 23,017 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Reduce -0.1% | 22,912 | $1.3M |
| Columbia Bank | 0.36% | New | 22,916 | $1.3M |
| Pasadena Private Wealth, LLC | 0.19% | Add +0.9% | 22,820 | $1.3M |
| RoundAngle Advisors LLC | 0.99% | Reduce -0.5% | 22,479 | $1.3M |
| SevenBridge Financial Group, LLC | 0.21% | Reduce -37.4% | 22,275 | $1.3M |
| LJI Wealth Management, LLC | 0.22% | Reduce -8.3% | 22,243 | $1.3M |
| Millennium Capital Advisors, LLC | 0.77% | Add +5.0% | 22,186 | $1.3M |
| XML Financial, LLC | 0.10% | Add +8.3% | 22,145 | $1.3M |
| Cascades Capital Asset Management, LLC | 0.56% | Reduce -8.9% | 22,068 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -5.1% | 21,999 | $1.3M |
| Betterment LLC | 0.00% | Add +6.5% | 22,005 | $1.3M |
| Trueblood Wealth Management, LLC | 0.49% | Reduce -1.1% | 21,967 | $1.3M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -74.1% | 21,950 | $1.3M |
| Sunbelt Securities, Inc. | 0.09% | Reduce -31.2% | 21,859 | $1.2M |
| Murphy & Mullick Capital Management Corp | 0.92% | Add +8.8% | 21,833 | $1.2M |
| Autumn Glory Partners, LLC | 0.51% | Add +12.7% | 21,736 | $1.2M |
| First Heartland Consultants, Inc. | 0.10% | Reduce -2.7% | 21,701 | $1.2M |
| Legacy Financial Strategies, LLC | 0.22% | Add +0.7% | 21,669 | $1.2M |
| Leelyn Smith, LLC | 0.19% | Reduce -14.9% | 21,656 | $1.2M |
| Maia Wealth LLC | 0.21% | Reduce -43.2% | 21,760 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.97% | — | 21,568 | $1.2M |
| Cathy Pareto & Associates, Inc. | 0.93% | Reduce -0.3% | 21,484 | $1.2M |
| Kestra Investment Management, LLC | 0.03% | Add +12.3% | 21,424 | $1.2M |
| Strategic Financial Concepts, LLC | 0.18% | Reduce -1.3% | 21,143 | $1.2M |
| Boreal Capital Management LLC | 1.17% | Add +5.1% | 21,375 | $1.2M |
| Code Waechter LLC | 0.79% | Reduce -4.2% | 21,235 | $1.2M |
| CPA Asset Management Group, LLC | 0.46% | Reduce -2.5% | 21,109 | $1.2M |
| TCFG Wealth Management, LLC | 0.47% | Add +0.1% | 21,115 | $1.2M |
| BTS Asset Management, Inc. | 1.54% | Add +117.6% | 21,016 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +4.9% | 20,870 | $1.2M |
| Brown Miller Wealth Management, LLC | 0.34% | Add +30.9% | 20,790 | $1.2M |
| Howard Financial Services, LTD. | 0.14% | Add +0.3% | 20,757 | $1.2M |
| Mendel Capital Management LLC | 0.61% | Add +2.4% | 20,482 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +11.7% | 20,354 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.08% | New | 20,344 | $1.2M |
| B & T Capital Management DBA Alpha Capital Management | 0.18% | Add +1.3% | 20,333 | $1.2M |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 20,292 | $1.2M |
| Highland Capital Management, LLC | 0.06% | Add +51.4% | 20,130 | $1.1M |
| Citadel Advisors | 0.00% | No change | 19,943 | $1.1M |
| Smallwood Wealth Investment Management, LLC | 0.58% | Add +22.7% | 19,789 | $1.1M |
| Blue Chip Partners, LLC | 0.08% | Add +20.7% | 19,747 | $1.1M |
| Benchmark Financial Wealth Advisors, LLC | 0.34% | Reduce -10.3% | 19,645 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Reduce -5.7% | 19,576 | $1.1M |
| Nordwand Advisors, LLC | 0.18% | No change | 19,565 | $1.1M |
| Beckerman Institutional, LLC | 0.66% | Reduce -2.2% | 19,547 | $1.1M |
| Cannon Wealth Management Services, LLC | 0.84% | Reduce -12.9% | 19,536 | $1.1M |
| FWG Holdings, LLC | 0.48% | Add +1.8% | 19,602 | $1.1M |
| Tempus Wealth Planning, LLC | 0.26% | Add +4.6% | 19,489 | $1.1M |
| Cozad Asset Management Inc. | 0.09% | Add +12.7% | 19,481 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.10% | Add +1.4% | 19,471 | $1.1M |
| Bellwether Advisors, LLC | 0.18% | No change | 19,393 | $1.1M |
| Prosperity Wealth Management, Inc. | 0.37% | Reduce -19.1% | 19,108 | $1.1M |
| Arrowroot Family Office, LLC | 0.43% | Add +3.1% | 19,066 | $1.1M |
| VestGen Advisors, LLC | 0.04% | Reduce -8.7% | 19,061 | $1.1M |
| Unique Wealth, LLC | 0.16% | Reduce -29.2% | 18,955 | $1.1M |
| OMNI 360 Wealth, Inc. | 0.60% | Reduce -2.9% | 18,747 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +5.8% | 18,728 | $1.1M |
| Cardiff Park Advisors, LLC | 0.08% | Add +1.1% | 18,725 | $1.1M |
| Evolution Wealth Advisors, LLC | 0.14% | Reduce -9.3% | 18,657 | $1.1M |
| Blue Trust, Inc. | 0.01% | Reduce -1.4% | 18,631 | $1.1M |
| Marion Wealth Management | 0.25% | Add +1.4% | 18,273 | $1.0M |
| Argyle Capital Partners, LLC | 0.75% | Add +12.0% | 18,259 | $1.0M |
| Bluespring Wealth Management, LLC | 0.09% | Add +6.3% | 17,773 | $1.0M |
| Mainsail Asset Management, LLC | 0.44% | New | 17,423 | $995K |
| ERn Financial, LLC | 0.20% | Add +1.4% | 17,405 | $994K |
| White Knight Strategic Wealth Advisors, LLC | 0.78% | Reduce -8.0% | 17,401 | $994K |
| Westbourne Investment Advisors, Inc. | 0.28% | New | 17,400 | $994K |
| Advance Capital Management, Inc. | 0.04% | Reduce -95.6% | 17,394 | $993K |
| Pointe Capital Management LLC | 0.48% | Reduce -19.4% | 17,340 | $990K |
| Falcon Wealth Planning | 0.09% | Add +25.9% | 17,278 | $987K |
| Studio Investment Management LLC | 0.18% | Add +2.9% | 17,074 | $975K |
| Strategic Advisors LLC | 0.16% | Add +58.6% | 16,973 | $969K |
| Aviance Capital Partners, LLC | 0.12% | Add +0.2% | 16,957 | $968K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +2.4% | 16,947 | $966K |
| Dakota Wealth Management | 0.02% | No change | 16,892 | $965K |
| Concorde Asset Management, LLC | 0.40% | — | 16,885 | $959K |
| Nvwm, LLC | 0.22% | Add +0.3% | 16,791 | $959K |
| Diversified Portfolios, Inc. | 0.08% | Add +4.1% | 16,762 | $957K |
| Tactive Advisors, LLC | 0.27% | Add +3.2% | 16,672 | $952K |
| Brasada Capital Management, LP | 0.16% | Reduce -40.3% | 16,694 | $949K |
| Main Line Retirement Advisors, LLC | 0.49% | Add +1.9% | 16,580 | $947K |
| Fiduciary Financial Group, LLC | 0.15% | Add +45.0% | 16,420 | $938K |
| Jupiter Wealth Management LLC | 0.44% | No change | 16,250 | $928K |
| Aft, Forsyth & Company, Inc. | 0.44% | Add +30.8% | 16,196 | $925K |
| Marshall Financial Group, LLC | 0.18% | Reduce -12.1% | 16,076 | $918K |
| Triton Wealth Management, PLLC | 0.35% | Reduce -29.0% | 16,099 | $915K |
| Personal Cfo Solutions, LLC | 0.16% | Add +18.3% | 15,913 | $909K |
| IAM Advisory, LLC | 0.20% | Reduce -0.7% | 15,905 | $908K |
| Menard Financial Group LLC | 0.61% | Reduce -6.6% | 15,892 | $907K |
| Tandem Financial, LLC | 0.34% | Reduce -13.9% | 15,788 | $902K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 15,362 | $877K |
| Reyes Financial Architecture, Inc. | 0.59% | Add +18.8% | 15,286 | $873K |
| Drive Wealth Management, LLC | 0.18% | Reduce -51.4% | 15,272 | $872K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +35.7% | 15,286 | $872K |
| L & S Advisors Inc | 0.09% | Add +3.3% | 15,232 | $870K |
| CGN Advisors LLC | 0.07% | Add +46.6% | 15,228 | $869K |
| Compound Planning, Inc. | 0.03% | Add +77.6% | 15,212 | $869K |
| Independent Investors Inc. | 0.17% | Reduce -0.7% | 15,211 | $869K |
| Carnegie Lake Advisors LLC | 0.33% | Add +0.9% | 15,127 | $864K |
| Tranquility Partners, LLC | 0.29% | Add +1.5% | 15,038 | $859K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Reduce -12.7% | 15,022 | $858K |
| Axis Wealth Partners, LLC | 0.50% | Add +14.2% | 15,006 | $857K |
| Bank of New Hampshire | 0.20% | No change | 15,000 | $857K |
| American Capital Advisory, LLC | 0.40% | Add +48.0% | 14,954 | $854K |
| Skyline Advisors, Inc. | 0.29% | Add +0.8% | 14,713 | $840K |
| Dover Advisors, LLC | 0.33% | Reduce -6.5% | 14,597 | $833K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +35.8% | 14,533 | $830K |
| Taylor & Morgan Wealth Management, LLC | 0.51% | Add +3.0% | 14,512 | $829K |
| Columbia Advisory Partners LLC | 0.57% | Add +23.3% | 14,450 | $825K |
| Endeavor Private Wealth, Inc. | 0.25% | New | 14,426 | $824K |
| GWN Securities Inc. | 0.19% | Add +8.4% | 14,416 | $823K |
| Evercore Wealth Management, LLC | 0.01% | No change | 14,334 | $818K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +44.0% | 14,278 | $815K |
| Resolute Wealth Strategies, LLC | 0.37% | Reduce -17.1% | 14,187 | $810K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -22.6% | 14,147 | $808K |
| Fiduciary Group, LLC | 0.07% | Add +16.1% | 13,968 | $798K |
| MRA Advisory Group | 0.35% | Reduce -7.7% | 13,952 | $797K |
| Legacy Bridge, LLC | 0.33% | Reduce -5.1% | 13,897 | $794K |
| Capital Advisors, Ltd. LLC | 0.09% | Reduce -9.2% | 13,871 | $792K |
| Obsidian Cio, LLC | 0.10% | Add +0.1% | 13,835 | $790K |
| Monument Capital Management | 0.20% | Reduce -10.3% | 13,773 | $786K |
| Sanders Morris Harris LLC | 0.10% | Add +44.3% | 13,694 | $782K |
| Bravias Capital Group, LLC | 0.52% | Reduce -63.1% | 13,607 | $777K |
| Red Crane Wealth Management, LLC | 0.65% | Reduce -15.0% | 13,542 | $773K |
| First Commonwealth Financial Corp | 0.13% | Reduce -70.8% | 13,490 | $770K |
| Elevatus Welath Management | 0.22% | Add +24.5% | 13,465 | $769K |
| Balboa Wealth Partners | 0.13% | Reduce -3.1% | 13,394 | $765K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.9% | 13,284 | $758K |
| Commonwealth Financial Services, LLC | 0.13% | New | 13,186 | $753K |
| Alliance Wealth Advisors, LLC | 0.37% | Add +0.3% | 13,128 | $750K |
| Rockingstone Advisors LLC | 0.37% | Reduce -1.6% | 13,115 | $749K |
| Cherry Creek Investment Advisors, Inc. | 0.32% | Reduce -2.1% | 13,063 | $746K |
| Wellington Shields Capital Management, LLC | 0.11% | Add +0.0% | 12,928 | $738K |
| Milestone Asset Management Group, LLC | 0.46% | Add +7.2% | 12,874 | $735K |
| Madison Wealth Partners, Inc | 0.15% | Add +3.9% | 12,857 | $734K |
| Independence Bank of Kentucky | 0.09% | Reduce -0.5% | 12,727 | $727K |
| Fortis Group Advisors, LLC | 0.13% | Add +7.5% | 12,767 | $726K |
| Florida Financial Advisors, LLC | 0.22% | Reduce -55.0% | 12,679 | $724K |
| West Bancorporation Inc. | 0.40% | Add +7.4% | 12,650 | $722K |
| Auour Investments LLC | 0.23% | Reduce -0.9% | 12,643 | $722K |
| Harbor Asset Planning, Inc. | 0.65% | Reduce -8.7% | 12,635 | $722K |
| Edge Financial Advisors LLC | 0.32% | New | 12,607 | $720K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +113.6% | 12,530 | $715K |
| AllSquare Wealth Management LLC | 0.38% | Add +0.7% | 12,486 | $713K |
| Lineweaver Wealth Advisors, LLC | 0.10% | Reduce -21.0% | 12,432 | $710K |
| Oxinas Partners, LLC | 0.38% | Reduce -72.0% | 12,426 | $709K |
| Castle Rock Wealth Management, LLC | 0.16% | Reduce -3.2% | 12,453 | $707K |
| Lakeridge Wealth Management LLC | 0.31% | Add +1.3% | 12,388 | $707K |
| Independence Asset Advisors, LLC | 0.30% | Reduce -20.1% | 12,406 | $706K |
| Grandview Asset Management LLC | 0.20% | Reduce -17.7% | 12,323 | $704K |
| Navis Wealth Advisors, LLC | 0.53% | Reduce -3.1% | 12,316 | $703K |
| Delta Investment Management, LLC | 0.13% | Reduce -83.2% | 12,299 | $702K |
| Innovative Advisory Group, LLC | 0.46% | Add +12.5% | 12,270 | $701K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -8.0% | 12,195 | $696K |
| Latitude Advisors, LLC | 0.32% | Reduce -14.8% | 12,191 | $696K |
| Atlantic Private Wealth, LLC | 0.44% | Add +71.2% | 12,054 | $688K |
| Bay Rivers Group | 0.29% | Add +13.6% | 12,026 | $687K |
| Zions Bancorporation, National Association | 0.03% | Reduce -20.0% | 12,000 | $685K |
| Mezzasalma Advisors, LLC | 0.17% | New | 11,925 | $681K |
| Savvy Advisors, Inc. | 0.03% | Reduce -8.6% | 11,908 | $680K |
| Wesbanco Bank Inc. | 0.02% | Reduce -16.5% | 11,855 | $677K |
| Arcus Capital Partners, LLC | 0.30% | Add +3.1% | 11,840 | $676K |
| Ascentis Wealth Management, LLC | 0.16% | Add +0.4% | 11,818 | $676K |
| Hixon Zuercher, LLC | 0.20% | Add +4.5% | 11,536 | $659K |
| Hilltop Holdings Inc. | 0.03% | Add +9.9% | 11,498 | $657K |
| Safeguard Investment Advisory Group, LLC | 0.16% | Reduce -11.3% | 11,441 | $653K |
| KFA Private Wealth Group, LLC | 0.19% | Add +5.8% | 11,440 | $653K |
| Tudor Investment Corporation | 0.00% | New | 11,381 | $650K |
| Regions Financial Corp. | 0.00% | Reduce -4.0% | 11,338 | $647K |
| Colonial Trust Co / SC | 0.09% | Add +29.3% | 11,294 | $645K |
| Spahn Wealth & Retirement LLC | 0.38% | No change | 11,275 | $644K |
| Detalus Advisors, LLC | 0.17% | Add +1.6% | 11,201 | $640K |
| Pegasus Asset Management, Inc. | 0.20% | Add +35.7% | 11,172 | $638K |
| Activest Wealth Management | 0.13% | Reduce -14.4% | 11,028 | $630K |
| Darden Wealth Group Inc | 0.33% | Reduce -6.8% | 10,950 | $625K |
| Camelot Portfolios, LLC | 0.37% | Reduce -30.4% | 10,943 | $625K |
| Greenwood Capital Associates LLC | 0.07% | New | 10,922 | $624K |
| Armstrong, Fleming & Moore, Inc | 0.30% | No change | 10,916 | $623K |
| Venture Visionary Partners LLC | 0.02% | Reduce -71.9% | 10,823 | $618K |
| Apollon Financial, LLC | 0.10% | Add +27.3% | 10,805 | $617K |
| XTX Topco Ltd | 0.03% | Add +50.2% | 10,708 | $611K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +3.4% | 10,698 | $611K |
| FineMark National Bank & Trust | 0.02% | Add +46.7% | 10,600 | $605K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -6.3% | 10,590 | $605K |
| KKM Financial LLC | 0.19% | Reduce -26.1% | 10,542 | $602K |
| Capital Planning LLC | 0.17% | No change | 10,507 | $600K |
| Fortis Capital Advisors, LLC | 0.10% | Add +40.5% | 10,504 | $600K |
| Meridian Financial Advisors, LLC | 0.34% | Add +115.1% | 10,499 | $599K |
| Mascoma Wealth Management LLC | 0.13% | Add +0.2% | 10,480 | $598K |
| Platform Technology Partners | 0.14% | Reduce -0.7% | 10,451 | $597K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.8% | 10,415 | $595K |
| Curi Capital, LLC | 0.01% | Reduce -17.8% | 10,345 | $591K |
| Fidelis Capital Partners, LLC | 0.05% | Add +188.6% | 10,344 | $591K |
| Sheets Smith Investment Management | 0.38% | New | 10,318 | $589K |
| One Capital Management, LLC | 0.02% | Add +0.8% | 10,314 | $589K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,301 | $588K |
| PVG Asset Management Corp. | 2.16% | Add +50.1% | 10,293 | $588K |
| GTS Securities LLC | 0.02% | New | 10,291 | $588K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +23.2% | 10,273 | $587K |
| Fortress Wealth Management, Inc. | 0.26% | Reduce -2.5% | 10,265 | $586K |
| Aurdan Capital Management, LLC | 0.19% | Add +53.0% | 10,263 | $586K |
| Ascension Capital Advisors, Inc. | 0.23% | Reduce -0.7% | 10,256 | $586K |
| Annex Advisory Services, LLC | 0.01% | Reduce -25.4% | 10,216 | $583K |
| Tradewinds, LLC. | 0.14% | Reduce -87.9% | 10,214 | $583K |
| Acorn Financial Advisory Services Inc. | 0.09% | Add +109.6% | 10,196 | $582K |
| Steinberganna Wealth Management | 0.27% | — | 10,068 | $575K |
| Tidal Investments LLC | 0.00% | New | 10,132 | $575K |
| Trust Co | 0.06% | Add +0.5% | 10,059 | $574K |
| Quartz Partners, LLC | 0.21% | Add +119.9% | 9,985 | $570K |
| Laraway Financial Advisors Inc | 0.39% | Add +21.4% | 9,936 | $567K |
| Atticus Wealth Management, LLC | 0.14% | Add +28.3% | 9,893 | $565K |
| Formidable Asset Management, LLC | 0.09% | Add +17.5% | 9,933 | $565K |
| Vise Technologies, Inc. | 0.02% | Reduce -85.9% | 9,868 | $563K |
| American Money Management, LLC | 0.09% | Reduce -5.0% | 9,853 | $563K |
| Ameriflex Group, Inc. | 0.21% | Reduce -69.2% | 9,844 | $562K |
| Fortis Advisors, LLC | 0.32% | Add +2.0% | 9,839 | $562K |
| Mattern Wealth Management LLC | 0.11% | Reduce -3.8% | 9,704 | $554K |
| Johnson & White Wealth Management, LLC | 0.25% | Add +3.2% | 9,667 | $552K |
| Harvest Investment Services, LLC | 0.11% | Add +6.4% | 9,640 | $550K |
| Fiduciary Trust Co | 0.01% | No change | 9,584 | $547K |
| Key Financial Inc | 0.10% | Reduce -3.9% | 9,488 | $539K |
| Chapman Financial Group, LLC | 0.37% | Reduce -2.1% | 9,353 | $534K |
| Wealthcare Capital Management LLC | 0.05% | Add +8.8% | 9,331 | $533K |
| Advisory Resource Group | 0.10% | Reduce -95.0% | 9,312 | $532K |
| Rwa Wealth Partners, LLC | 0.01% | New | 9,303 | $531K |
| Mascagni Wealth Management, Inc. | 0.41% | Reduce -9.1% | 9,289 | $530K |
| Virtue Capital Management, LLC | 0.08% | New | 1,054 | $526K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -0.8% | 9,191 | $525K |
| Endowment Wealth Management, Inc. | 0.24% | Add +25.2% | 9,111 | $520K |
| Hurley Capital, LLC | 0.29% | Add +2.0% | 9,098 | $519K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | Add +0.2% | 8,979 | $517K |
| Meridian Financial Partners LLC | 0.21% | Add +8.4% | 8,931 | $508K |
| Regatta Capital Group, LLC | 0.08% | No change | 8,891 | $508K |
| Cornell Pochily Investment Advisors, Inc. | 0.15% | Reduce -5.9% | 8,885 | $507K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +4.7% | 8,869 | $506K |
| Crumly & Associates Inc. | 0.11% | Add +111.6% | 8,842 | $505K |
| Cooper Capital Advisors LLC | 0.33% | Reduce -40.7% | 8,821 | $504K |
| Matisse Capital | 0.22% | New | 8,705 | $497K |
| Comprehensive Financial Planning, Inc. | 0.34% | Add +6.3% | 8,700 | $497K |
| Fiduciary Alliance LLC | 0.03% | Add +22.2% | 8,699 | $497K |
| Reliant Wealth Planning | 0.16% | Add +24.5% | 8,666 | $495K |
| National Bank of Canada | 0.00% | Reduce -18.0% | 8,656 | $494K |
| L2 Asset Management, LLC | 0.07% | Add +40.7% | 8,633 | $493K |
| Sincerus Advisory, LLC | 0.42% | Add +0.2% | 8,604 | $491K |
| 4J Wealth Management LLC | 0.29% | New | 8,604 | $491K |
| Commerce Bank | 0.00% | Add +11.3% | 8,533 | $487K |
| Sterling Manor Financial, LLC | 0.30% | Reduce -4.1% | 8,471 | $484K |
| Capasso Planning Partners LLC | 0.30% | Add +5.8% | 8,445 | $482K |
| Riverchase Wealth Management, LLC | 0.27% | Add +0.7% | 8,439 | $482K |
| LVZ, Inc. | 0.05% | Reduce -3.9% | 8,407 | $480K |
| CRA Financial Services, LLC | 0.07% | Add +42.3% | 8,404 | $480K |
| Edgestream Partners, L.P. | 0.01% | New | 8,402 | $480K |
| American Financial Advisors, LLC | 0.06% | Reduce -5.8% | 8,365 | $478K |
| Shum Financial Group, Inc. | 0.36% | — | 8,360 | $477K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.7% | 8,341 | $476K |
| Realta Investment Advisors | 0.16% | Add +33.5% | 8,341 | $476K |
| Debussy Capital Management LP | 0.07% | Reduce -3.5% | 8,340 | $476K |
| Brookwood Investment Group LLC | 0.06% | Reduce -72.9% | 8,329 | $476K |
| NBT Bank, N.A. | 0.03% | Reduce -11.1% | 7,685 | $475K |
| Tompkins Financial Corp. | 0.04% | Add +4.1% | 8,243 | $471K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -20.5% | 8,242 | $471K |
| FSC Wealth Advisors, LLC | 0.27% | Add +15.7% | 8,216 | $469K |
| GAMMA Investing LLC | 0.03% | Reduce -69.0% | 8,179 | $467K |
| Stegent Equity Advisors, Inc. | 0.38% | Reduce -0.1% | 8,168 | $466K |
| Private Wealth Asset Management, LLC | 0.05% | Add +0.9% | 8,075 | $461K |
| Valeo Financial Advisors, LLC | 0.01% | Add +61.8% | 8,021 | $458K |
| Beta Wealth Group, Inc. | 0.18% | Reduce -96.9% | 7,959 | $454K |
| Consilium Wealth Advisory, LLC | 0.17% | Add +0.5% | 7,911 | $452K |
| Ashton Thomas Securities, LLC | 0.06% | Reduce -51.9% | 7,887 | $450K |
| Park National Corp. | 0.01% | Add +44.5% | 7,758 | $443K |
| Houlihan Financial Resource Group, Ltd. | 0.39% | Reduce -13.2% | 7,725 | $441K |
| Accredited Investors Inc. | 0.02% | Add +1.6% | 7,698 | $440K |
| Waller Financial Planning Group, Inc. | 0.10% | Add +15.0% | 7,650 | $437K |
| Texas Yale Capital Corp. | 0.01% | Add +24.4% | 7,650 | $437K |
| Thompson Davis & Co., Inc. | 0.27% | Reduce -39.7% | 7,583 | $433K |
| Mission Wealth Management, LP | 0.01% | Reduce -66.7% | 7,569 | $432K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Reduce -0.4% | 7,539 | $430K |
| Liberty Wealth Management LLC | 0.06% | New | 7,527 | $430K |
| SimpliFi, Inc. | 0.18% | Add +2.0% | 7,493 | $428K |
| Brighton Jones LLC | 0.01% | Reduce -57.3% | 7,441 | $425K |
| Choate Investment Advisors | 0.01% | No change | 7,435 | $425K |
| Novare Capital Management LLC | 0.03% | Reduce -40.7% | 7,405 | $423K |
| Beck Bode, LLC | 0.07% | Reduce -22.1% | 7,319 | $418K |
| WFA of San Diego, LLC | 0.28% | Reduce -11.2% | 7,253 | $414K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 7,229 | $413K |
| TAGStone Capital, Inc. | 0.16% | Add +0.9% | 7,208 | $412K |
| Capital City Trust Co. | 0.10% | No change | 7,104 | $406K |
| Southland Equity Partners LLC | 0.08% | Add +2.0% | 7,100 | $405K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.9% | 7,081 | $404K |
| Rothschild Wealth LLC | 0.09% | Reduce -1.3% | 7,047 | $402K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 7,040 | $402K |
| McAdam, LLC | 0.02% | Add +2.3% | 7,038 | $402K |
| Oregon Pacific Wealth Management, LLC | 0.35% | Add +2.4% | 7,038 | $402K |
| Leigh Baldwin & Co., LLC | 0.22% | Add +1.0% | 6,972 | $398K |
| Pinnacle Family Advisors, LLC | 0.17% | Reduce -9.5% | 6,960 | $397K |
| Plan Group Financial, LLC | 0.11% | Add +0.3% | 6,950 | $397K |
| Winch Advisory Services, LLC | 0.09% | Add +23.6% | 6,922 | $395K |
| Columbia Asset Management | 0.07% | Reduce -49.4% | 6,894 | $394K |
| Jackson Hole Capital Partners, LLC | 0.07% | Add +70.8% | 6,813 | $389K |
| American National Bank & Trust | 0.04% | Add +277.8% | 6,800 | $388K |
| IMS Capital Management | 0.18% | Reduce -2.3% | 6,774 | $387K |
| Stablepoint Partners, LLC | 0.06% | Add +2.3% | 6,710 | $383K |
| CWA Asset Management Group, LLC | 0.01% | New | 6,700 | $383K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -37.6% | 6,681 | $382K |
| Park Place Capital Corp | 0.08% | No change | 6,584 | $376K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,555 | $374K |
| Westside Investment Management, Inc. | 0.06% | No change | 6,470 | $368K |
| Gallacher Capital Management LLC | 0.15% | Add +44.0% | 6,448 | $368K |
| Bison Wealth, LLC | 0.03% | Reduce -10.6% | 6,525 | $368K |
| Trustmark Bank Trust Department | 0.02% | Reduce -13.4% | 6,437 | $368K |
| NorthRock Partners, LLC | 0.01% | New | 6,402 | $366K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -5.0% | 6,400 | $365K |
| Private Capital Advisors, Inc. | 0.04% | No change | 6,385 | $365K |
| Tepp RIA, LLC | 0.41% | New | 6,372 | $364K |
| Alteri Wealth LLC | 0.12% | Add +2.5% | 6,359 | $363K |
| Argent Advisors, Inc. | 0.11% | No change | 6,354 | $363K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +1.8% | 6,341 | $362K |
| Mach-1 Financial Group, LLC | 0.06% | New | 6,325 | $361K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 6,325 | $361K |
| Highline Wealth Partners LLC | 0.10% | Add +314.2% | 6,288 | $359K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Reduce -22.7% | 6,278 | $358K |
| Signaturefd, LLC | 0.01% | Reduce -23.8% | 6,276 | $358K |
| Legacy Wealth Management, LLC / MS | 0.11% | New | 6,267 | $358K |
| Wealth Management Partners, LLC | 0.11% | Add +13.6% | 6,251 | $357K |
| Certior Financial Group, LLC | 0.24% | New | 6,244 | $357K |
| Bailard, Inc. | 0.01% | Add +18.6% | 6,236 | $356K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +62.3% | 6,251 | $356K |
| 1900 Wealth Management LLC | 0.02% | Reduce -1.6% | 6,166 | $352K |
| Corps Capital Advisors, LLC | 0.53% | Reduce -13.1% | 6,147 | $351K |
| Elevate Capital Advisors, LLC | 0.24% | New | 6,102 | $348K |
| Mission Hills Financial Advisory, LLC | 0.18% | Add +50.5% | 6,079 | $347K |
| New Insight Wealth Advisors | 0.13% | Add +31.4% | 6,002 | $343K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | Add +6.3% | 5,981 | $342K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Reduce -7.8% | 5,947 | $340K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -31.3% | 5,932 | $339K |
| Maripau Wealth Management LLC | 0.17% | New | 5,896 | $337K |
| Orgel Wealth Management, LLC | 0.01% | Add +16.0% | 5,892 | $336K |
| EPG Wealth Management LLC | 0.09% | Add +6.0% | 5,857 | $334K |
| Samalin Investment Counsel, LLC | 0.12% | Reduce -25.5% | 5,853 | $334K |
| Venturi Wealth Management, LLC | 0.02% | Add +0.9% | 5,794 | $331K |
| Embree Financial Group | 0.04% | Reduce -19.2% | 5,777 | $330K |
| Accel Wealth Management | 0.10% | Reduce -25.2% | 5,770 | $329K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,755 | $329K |
| Crux Wealth Advisors | 0.13% | Add +2.0% | 5,750 | $328K |
| Nicolet Advisory Services, LLC | 0.03% | Add +8.5% | 5,742 | $327K |
| Headlands Technologies LLC | 0.03% | No change | 5,688 | $325K |
| Collaborative Wealth Managment Inc. | 0.13% | Add +22.4% | 5,670 | $324K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -4.6% | 5,666 | $324K |
| Fortress Financial Group, LLC | 0.25% | Add +4.3% | 5,634 | $322K |
| Chris Bulman Inc | 0.16% | Reduce -1.7% | 5,623 | $321K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -90.8% | 5,614 | $321K |
| Cannell & Spears LLC | 0.01% | No change | 5,600 | $320K |
| Quattro Financial Advisors LLC | 0.10% | No change | 5,598 | $320K |
| Hengehold Capital Management LLC | 0.03% | Add +10.6% | 5,561 | $318K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 5,482 | $313K |
| L.M. Kohn & Company | 0.37% | Reduce -0.6% | 5,456 | $312K |
| Talisman Wealth Advisors LLC | 0.26% | Add +10.7% | 5,452 | $311K |
| Equity Wealth Partners, LLC | 0.25% | — | 5,439 | $311K |
| Montz Harcus Wealth Management LLC | 0.14% | Reduce -12.0% | 5,430 | $310K |
| Comprehensive Money Management Services LLC | 0.22% | Add +3.6% | 5,428 | $310K |
| HM Payson & Co. | 0.00% | No change | 5,425 | $310K |
| Clear Point Advisors Inc. | 0.24% | Add +7.8% | 5,404 | $309K |
| Kuhn & Co Investment Counsel | 0.24% | No change | 5,400 | $308K |
| Cypress Capital Group | 0.04% | No change | 5,400 | $308K |
| Global Financial Private Client, LLC | 0.11% | Add +3.7% | 5,317 | $304K |
| Element Wealth, LLC | 0.13% | Add +38.0% | 5,303 | $303K |
| Staley Capital Advisers Inc. | 0.01% | Add +1.3% | 5,283 | $302K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +29.8% | 5,276 | $301K |
| SP Asset Management LLC | 0.02% | Add +30.8% | 5,275 | $301K |
| Carson Advisory Inc. | 0.16% | Add +1.6% | 5,249 | $300K |
| Able Wealth Management LLC | 0.11% | Reduce -1.3% | 5,232 | $299K |
| Cary Street Partners Investment Advisory LLC | 0.12% | No change | 5,229 | $299K |
| Meriwether Wealth & Planning, LLC | 0.17% | Reduce -16.0% | 5,217 | $298K |
| BOS Asset Management, LLC | 0.08% | Add +3.5% | 5,213 | $298K |
| Balefire, LLC | 0.06% | Add +15.7% | 5,194 | $297K |
| NavPoint Financial, Inc. | 0.15% | Add +18.3% | 5,149 | $294K |
| Red Door Wealth Management, LLC | 0.03% | Reduce -2.4% | 5,051 | $288K |
| Solidarity Wealth, LLC | 0.06% | No change | 5,016 | $286K |
| Adalta Capital Management LLC | 0.13% | New | 5,000 | $286K |
| WESPAC Advisors, LLC | 0.17% | New | 4,970 | $284K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -0.8% | 4,951 | $283K |
| West Wealth Group, LLC | 0.06% | Add +35.9% | 4,950 | $282K |
| First Trust Advisors LP | 0.00% | Reduce -47.1% | 4,923 | $281K |
| Wills Financial Group LLC | 0.12% | Reduce -16.9% | 4,912 | $280K |
| Hudock, Inc. | 0.04% | Reduce -0.0% | 4,890 | $279K |
| Csenge Advisory Group | 0.01% | Reduce -40.9% | 4,887 | $279K |
| Dudley Capital Management, LLC | 0.13% | Add +0.2% | 4,873 | $278K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -53.8% | 4,820 | $275K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | No change | 4,810 | $275K |
| BCS Wealth Management | 0.06% | Reduce -65.8% | 4,743 | $271K |
| Smith Thornton Advisors LLC | 0.14% | Add +7.5% | 4,742 | $271K |
| AlTi Global, Inc. | 0.01% | Reduce -12.9% | 4,728 | $270K |
| RPS Advisory Solutions LLC | 0.13% | Reduce -5.4% | 4,673 | $267K |
| Sepio Capital, LP | 0.02% | Reduce -14.9% | 4,619 | $264K |
| Newman Dignan & Sheerar, Inc. | 0.06% | New | 4,611 | $263K |
| Insight 2811, Inc. | 0.12% | No change | 4,610 | $263K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 4,582 | $262K |
| Glen Eagle Advisors, LLC | 0.04% | Add +4.3% | 4,541 | $259K |
| Bridgewater Advisors Inc. | 0.02% | Add +16.5% | 4,588 | $258K |
| QTR Family Wealth, LLC | 0.12% | No change | 4,500 | $257K |
| Transce3nd, LLC | 2.29% | Reduce -94.5% | 4,686 | $257K |
| SageView Advisory Group, LLC | 0.01% | New | 4,492 | $256K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +14.0% | 4,491 | $256K |
| Atlas Brown,Inc. | 0.08% | Add +0.2% | 4,488 | $256K |
| Sonata Capital Group Inc. | 0.09% | Add +0.1% | 4,470 | $255K |
| Midwest Financial Group LLC | 0.12% | New | 4,452 | $254K |
| Welch Group, LLC | 0.01% | Add +0.3% | 4,443 | $254K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +1.5% | 4,423 | $253K |
| Nautilus Advisors LLC | 0.17% | Reduce -48.0% | 4,405 | $252K |
| Caitlin John, LLC | 0.17% | Add +2.0% | 4,377 | $250K |
| Patron Partners, LLC | 0.11% | Add +2.3% | 4,370 | $250K |
| Oarsman Capital, Inc. | 0.03% | New | 4,332 | $247K |
| Landmark Wealth Management, LLC | 0.10% | Add +0.1% | 4,327 | $247K |
| Penbrook Management LLC | 0.17% | No change | 4,325 | $247K |
| Relyea Zuckerberg Hanson LLC | 0.03% | New | 4,315 | $246K |
| BLB&B Advisors, LLC | 0.01% | Reduce -30.0% | 4,270 | $244K |
| Encompass More Asset Management | 0.05% | Add +1.3% | 4,251 | $243K |
| Kane Investment Management, Inc. | 0.12% | Reduce -3.6% | 4,221 | $241K |
| Koa Wealth Management, LLC | 0.18% | Reduce -7.3% | 4,218 | $241K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | New | 4,143 | $237K |
| Sage Advisory Services, Ltd.Co. | 0.12% | Add +2.4% | 4,140 | $236K |
| Fortem Financial Group, LLC | 0.07% | No change | 4,082 | $233K |
| Forum Financial Management, LP | 0.00% | Reduce -12.7% | 4,072 | $232K |
| Composition Wealth, LLC | 0.00% | New | 4,058 | $232K |
| Palacios Wealth Management, LLC | 0.15% | Reduce -36.2% | 4,056 | $232K |
| First National Trust Co | 0.01% | New | 4,043 | $231K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | New | 4,031 | $230K |
| Atlatl Advisers LLC | 0.09% | New | 4,014 | $229K |
| TFB Advisors LLC | 0.07% | Add +5.2% | 4,024 | $229K |
| WESPAC Advisors SoCal, LLC | 0.05% | New | 4,004 | $229K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 3,961 | $226K |
| Davies Financial Advisors, Inc. | 0.18% | Reduce -22.6% | 3,953 | $226K |
| Maridea Wealth Management LLC | 0.03% | New | 3,887 | $222K |
| Aspen Wealth Strategies, LLC | 0.12% | Add +2.1% | 3,870 | $221K |
| KG Capital Management | 0.06% | New | 3,869 | $221K |
| Nvest Financial, LLC | 0.13% | Add +1.3% | 3,859 | $220K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +8.4% | 3,855 | $220K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,855 | $220K |
| Alexander Labrunerie & Co., Inc. | 0.08% | New | 3,847 | $220K |
| Golden Reserve Retirement LLC | 0.06% | New | 3,827 | $219K |
| Family Investment Center, Inc. | 0.05% | Add +2.4% | 3,821 | $218K |
| Seelaus Asset Management LLC | 0.18% | No change | 3,800 | $217K |
| Arbor Investment Advisors, LLC | 0.03% | New | 3,797 | $217K |
| Norris Financial Group, LLC | 0.08% | Reduce -93.7% | 3,776 | $216K |
| Stillwater Wealth Management Group | 0.15% | — | 3,770 | $215K |
| Veracity Capital LLC | 0.07% | Add +1.4% | 3,760 | $215K |
| Coign Capital Advisors LLC | 0.12% | Reduce -59.5% | 3,758 | $215K |
| Empirical Asset Management, LLC | 0.06% | New | 62,318 | $213K |
| Peak Planning Group, LLC | 0.11% | Reduce -26.2% | 3,718 | $212K |
| SLT Holdings LLC | 0.14% | No change | 3,706 | $212K |
| Retirement Income Solutions, Inc. | 0.04% | New | 3,705 | $212K |
| Financial Perspectives, Inc | 0.06% | Add +10.8% | 3,700 | $211K |
| Ridgecrest Wealth Partners, LLC | 0.09% | No change | 3,650 | $208K |
| Friday Financial | 0.09% | No change | 3,620 | $207K |
| 3Chopt Investment Partners, LLC | 0.05% | Add +0.9% | 3,618 | $207K |
| Leverty Financial Group, LLC | 0.05% | Reduce -11.7% | 3,610 | $206K |
| LifeGoal Investments, LLC | 0.17% | Reduce -5.1% | 3,601 | $206K |
| Wetzel Investment Advisors, Inc. | 0.09% | New | 3,591 | $205K |
| Kelly Financial Group LLC | 0.05% | New | 3,575 | $204K |
| RMR Wealth Builders | 0.02% | Reduce -17.4% | 3,571 | $204K |
| Roble, Belko & Company, Inc | 0.03% | Add +1.4% | 3,548 | $203K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | Reduce -3.7% | 3,547 | $203K |
| Seven Mile Advisory | 0.03% | New | 3,520 | $201K |
| Burford Brothers, Inc. | 0.09% | New | 3,518 | $201K |
| Rede Wealth, LLC | 0.16% | New | 3,509 | $200K |
| Eagle Bay Advisors LLC | 0.16% | New | 3,509 | $200K |
| Bfsg, LLC | 0.02% | Reduce -2.8% | 3,443 | $197K |
| MGB Wealth Management, LLC | 0.05% | Reduce -13.2% | 3,290 | $188K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +503.5% | 3,259 | $185K |
| Private Trust Co. NA | 0.02% | Reduce -11.3% | 3,045 | $174K |
| Medallion Wealth Advisors, LLC | 0.06% | Add +13.0% | 3,033 | $173K |
| Hazlett, Burt & Watson, Inc. | 0.06% | Reduce -10.4% | 2,940 | $168K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.9% | 2,929 | $167K |
| Smithfield Trust Co | 0.01% | No change | 2,822 | $161K |
| Pathway Financial Advisers, LLC | 0.04% | New | 2,681 | $153K |
| Ssa Swiss Advisors AG | 0.07% | No change | 2,659 | $152K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +1430.6% | 2,648 | $151K |
| JFS Wealth Advisors, LLC | 0.01% | Add +4.3% | 2,613 | $149K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $148K |
| Midwest Capital Advisors, LLC | 0.07% | Reduce -50.8% | 2,560 | $146K |
| Millstone Evans Group, LLC | 0.09% | No change | 2,550 | $146K |
| Wellington Shields & Co., LLC | 0.04% | No change | 2,500 | $143K |
| Avion Wealth | 0.03% | Add +141.4% | 2,489 | $142K |
| Anfield Capital Management, LLC | 0.04% | No change | 2,329 | $133K |
| TD Private Client Wealth LLC | 0.00% | Reduce -21.9% | 2,324 | $133K |
| Salem Investment Counselors Inc. | 0.00% | Add +77.4% | 2,292 | $131K |
| Cedar Mountain Advisors, LLC | 0.03% | No change | 2,251 | $129K |
| Stone House Investment Management, LLC | 0.02% | New | 2,211 | $126K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.4% | 2,184 | $125K |
| Luminist Capital LLC | 0.11% | Reduce -3.6% | 2,128 | $121K |
| Financial Consulate, Inc. | 0.02% | New | 2,088 | $119K |
| Hollencrest Capital Management | 0.00% | Reduce -0.1% | 2,060 | $118K |
| Coastline Trust Co | 0.01% | No change | 1,981 | $113K |
| Alaska Permanent Capital Management, LLC | 0.01% | Reduce -8.1% | 1,967 | $112K |
| Canton Hathaway, LLC | 0.02% | No change | 1,950 | $111K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -32.1% | 1,900 | $108K |
| Cape Investment Advisory, Inc. | 0.10% | Reduce -9.7% | 1,870 | $107K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,856 | $106K |
| Elevation Wealth Partners, LLC | 0.04% | Add +2.0% | 1,833 | $105K |
| Root Financial Partners, LLC | 0.01% | New | 1,795 | $102K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $97K |
| Future Financial Wealth Managment LLC | 0.06% | Add +68.2% | 1,682 | $96K |
| Dunhill Financial, LLC | 0.03% | Add +20.1% | 1,669 | $95K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 1,632 | $93K |
| Arlington Trust Co LLC | 0.02% | Reduce -35.4% | 1,615 | $92K |
| Promus Capital, LLC | 0.06% | New | 1,600 | $91K |
| Optimum Investment Advisors | 0.04% | No change | 1,594 | $91K |
| Montag A & Associates Inc. | 0.00% | Add +1.2% | 1,568 | $90K |
| Atwood & Palmer Inc. | 0.01% | Add +569.7% | 1,567 | $89K |
| Colonial Trust Advisors | 0.01% | Add +1.3% | 1,552 | $89K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | Add +877.9% | 1,506 | $86K |
| Peck Wealth Management, LLC | 0.08% | — | 1,497 | $85K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -45.4% | 1,373 | $78K |
| Valley National Advisers Inc. | 0.01% | No change | 1,319 | $75K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.14% | Reduce -96.5% | 1,275 | $73K |
| GGM Financial LLC | 0.04% | New | 1,236 | $71K |
| Centerpoint Advisors, LLC | 0.02% | Add +22.8% | 1,186 | $68K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 1,175 | $67K |
| Noble Wealth Management PBC | 0.04% | — | 1,166 | $67K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -85.4% | 1,134 | $65K |
| Legacy Wealth Managment, LLC | 0.03% | Add +2.4% | 1,114 | $64K |
| Westfuller Advisors, LLC | 0.03% | New | 1,107 | $63K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1,105 | $63K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 1,100 | $63K |
| Nalls Sherbakoff Group, LLC | 0.04% | New | 1,095 | $63K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -31.9% | 1,082 | $62K |
| Winnacle Wealth LLC | 0.05% | New | 1,059 | $61K |
| North Star Investment Management Corp. | 0.00% | Add +2.0% | 1,065 | $61K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +2.5% | 1,018 | $58K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $57K |
| Pacifica Partners Inc. | 0.02% | No change | 1,000 | $57K |
| Truvestments Capital LLC | 0.01% | Add +0.1% | 996 | $57K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +110.5% | 960 | $55K |
| Trust Co. of Vermont | 0.00% | No change | 940 | $54K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 50,366 | $50K |
| Vision Financial Markets LLC | 0.04% | Add +2.0% | 870 | $50K |
| Perritt Capital Management Inc | 0.02% | Add +2.1% | 867 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +5.3% | 855 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +3.9% | 810 | $46K |
| Founders Financial Alliance, LLC | 0.01% | Add +438.7% | 808 | $46K |
| Chelsea Counsel Co. | 0.02% | Reduce -83.8% | 806 | $46K |
| Avalon Trust Co | 0.00% | New | 800 | $46K |
| UMB Bank, n.a. | 0.00% | Add +100.0% | 800 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 786 | $45K |
| Cornerstone Planning Group LLC | 0.01% | Add +14.7% | 786 | $45K |
| ESL Trust Services, LLC | 0.01% | New | 750 | $43K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $40K |
| FMR LLC | 0.00% | Add +175.7% | 703 | $40K |
| First Horizon Corp. | 0.00% | — | 700 | $40K |
| Addison Advisors LLC | 0.01% | New | 650 | $37K |
| VSM Wealth Advisory, LLC | 0.01% | Add +84.1% | 589 | $34K |
| Logan Capital Management Inc. | 0.00% | New | 576 | $33K |
| Crowley Wealth Management, Inc. | 0.03% | No change | 550 | $31K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -22.7% | 530 | $30K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +4.6% | 523 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | Add +5.0% | 520 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.9% | 494 | $28K |
| Miller Wealth Advisors, LLC | 0.01% | Reduce -12.9% | 488 | $28K |
| 2UniFi Bank | 0.01% | No change | 483 | $28K |
| Global Trust Asset Management, LLC | 0.01% | No change | 475 | $27K |
| Clarity Asset Management, Inc. | 0.01% | Add +2.1% | 440 | $25K |
| Abound Wealth Management | 0.01% | No change | 409 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 400 | $23K |
| Chung Wu Investment Group, LLC | 0.02% | Reduce -98.9% | 400 | $23K |
| Glassman Wealth Services | 0.00% | New | 400 | $23K |
| Angeles Wealth Management, LLC | 0.00% | No change | 400 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $23K |
| Compass Financial Services Inc | 0.01% | No change | 396 | $23K |
| First Community Trust NA | 0.02% | Add +156.2% | 374 | $21K |
| Pittenger & Anderson Inc. | 0.00% | New | 362 | $21K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 360 | $21K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| POM Investment Strategies, LLC | 0.01% | New | 350 | $20K |
| Imprint Wealth LLC | 0.06% | — | 341 | $19K |
| Aspect Partners, LLC | 0.01% | No change | 340 | $19K |
| Painted Porch Advisors LLC | 0.01% | Add +2.2% | 322 | $18K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.3% | 318 | $18K |
| WealthShield Partners, LLC | 0.00% | No change | 316 | $18K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $17K |
| CX Institutional | 0.00% | Reduce -74.5% | 295 | $17K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 291 | $17K |
| Paladin Advisory Group, LLC | 0.01% | Reduce -98.7% | 290 | $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% | No change | 280 | $16K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 276 | $16K |
| Evolution Wealth Management Inc. | 0.02% | Reduce -35.5% | 267 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3833.3% | 236 | $13K |
| Rossby Financial, LCC | 0.00% | Add +2.0% | 204 | $12K |
| Rice Partnership, LLC | 0.00% | New | 200 | $11K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $11K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.1% | 193 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +91.7% | 184 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $10K |
| New Republic Capital, LLC | 0.00% | New | 166 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 150 | $9K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -69.9% | 130 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 124 | $7K |
| Mather Group, Llc. | 0.00% | New | 118 | $7K |
| TD Capital Management LLC | 0.00% | Add +2.2% | 92 | $5K |
| City State Bank | 0.00% | No change | 75 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 72 | $4K |
| Virtus Advisers, LLC | 0.00% | Add +18.0% | 59 | $3K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -74.4% | 57 | $3K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -32.5% | 52 | $3K |
| Whittier Trust Co. | 0.00% | No change | 45 | $3K |
| United Financial Planning Group LLC | 0.00% | — | 36 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 29 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 27 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 21 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +5.9% | 18 | $1K |
| Morse Asset Management, Inc | 0.00% | Reduce -99.8% | 17 | $971 |
| Horizon Investments, LLC | 0.00% | No change | 17 | $959 |
| Frazier Financial Advisors, LLC | 0.00% | New | 17 | $954 |
| Tortoise Investment Management, LLC | 0.00% | No change | 10 | $571 |
| Creekmur Asset Management LLC | 0.00% | Add +16.7% | 7 | $378 |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +400.0% | 5 | $273 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 4 | $219 |
| Godsey & Gibb, Inc. | 0.00% | No change | 3 | $148 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $46 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.