JPMorgan Equity Premium IncoJEPIETF
13F holders, Q4 2025 (December 31)1,388holders +95
93new positions
81sold out
5famous investors
$57.21avg. 13F price*
At the end of Q4 2025, 1,388 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 95 from Q3 2025. 93 opened new positions and 81 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.8B) and Wells Fargo & Company ($962.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $81.1M |
| Exits | 81 | $139.2M |
All 13F filers, Q3 2025 → Q4 2025: 15,220,034 shares bought and 16,920,067 shares sold, net −1,700,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,388 holders
| Morgan Stanley | 0.16% | Add +0.6% | 47,234,309 | $2.7B |
| Bank of America Corp. | 0.13% | Reduce -3.4% | 31,820,375 | $1.8B |
| Wells Fargo & Company | 0.19% | Reduce -1.0% | 16,812,996 | $962.4M |
| Envestnet Asset Management Inc. | 0.17% | Add +4.9% | 9,891,371 | $566.2M |
| Raymond James Financial Inc. | 0.14% | Add +11.3% | 8,099,270 | $463.6M |
| Royal Bank of Canada | 0.08% | Reduce -1.9% | 7,916,784 | $453.2M |
| UBS Group AG | 0.08% | Reduce -5.2% | 7,175,637 | $410.7M |
| Nationwide Fund Advisors | 17.38% | Add +0.7% | 7,089,908 | $405.8M |
| JPMorgan Chase & Co. | 0.02% | Reduce -30.3% | 5,726,913 | $327.8M |
| Osaic Holdings, Inc. | 0.48% | Reduce -11.4% | 5,694,209 | $326.0M |
| Cetera Investment Advisers | 0.35% | Add +7.2% | 5,530,763 | $316.6M |
| Commonwealth Equity Services, LLC | 0.32% | Reduce -10.5% | 4,255,018 | $243.6M |
| LPL Financial LLC | 0.07% | Reduce -1.7% | 4,175,885 | $239.0M |
| RiverFront Investment Group, LLC | 3.59% | Add +24.0% | 3,804,642 | $217.8M |
| CIBC Private Wealth Group LLC | 0.30% | Reduce -4.6% | 3,079,471 | $176.3M |
| MML Investors Services, LLC | 0.43% | Add +8.1% | 3,063,422 | $175.4M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +2.5% | 3,003,765 | $171.9M |
| HighTower Advisors, LLC | 0.18% | Reduce -8.4% | 2,881,623 | $164.9M |
| Stifel Financial Corp. | 0.15% | Reduce -5.2% | 2,829,128 | $161.9M |
| Janney Montgomery Scott LLC | 0.35% | Add +1.4% | 2,692,604 | $154.1M |
| Jones Financial Companies LLLP | 0.09% | Add +24.5% | 2,524,737 | $144.5M |
| Bank of New York Mellon Corp | 0.02% | Add +7.2% | 2,135,264 | $122.2M |
| Confluence Wealth Services, Inc. | 5.01% | Add +7.8% | 2,114,467 | $121.0M |
| Kestra Advisory Services, LLC | 0.47% | Add +3.9% | 1,980,485 | $113.4M |
| Cornerstone Advisory, LLC | 10.71% | Reduce -3.2% | 1,961,971 | $112.3M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Reduce -6.9% | 1,893,752 | $108.4M |
| Equitable Holdings, Inc. | 0.73% | Add +3477.6% | 1,853,767 | $106.1M |
| Rockefeller Capital Management L.P. | 0.18% | Add +11.1% | 1,754,995 | $100.5M |
| Cwm, LLC | 0.26% | Reduce -15.1% | 1,653,081 | $94.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +13.1% | 1,650,864 | $94.5M |
| FAS Wealth Partners, Inc. | 5.75% | Add +1.2% | 1,552,845 | $88.9M |
| Enstar Group LTD | 34.07% | No change | 1,539,025 | $88.1M |
| First Foundation Advisors | 3.26% | Add +1.2% | 1,511,059 | $86.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -9.2% | 1,373,826 | $79.6M |
| Hamilton Capital, LLC | 3.85% | — | 1,344,223 | $76.9M |
| Clearstead Advisors, LLC | 0.94% | Reduce -4.6% | 1,300,626 | $74.5M |
| Prosperity Consulting Group, LLC | 3.30% | Add +12.8% | 1,279,949 | $73.3M |
| Allworth Financial LP | 0.29% | Add +5.0% | 1,226,749 | $70.2M |
| Capital Advisors Inc. | 1.02% | Add +3.0% | 1,105,887 | $63.3M |
| Atlantic Union Bankshares Corp | 1.09% | Add +6.0% | 1,017,292 | $58.2M |
| Focus Partners Wealth | 0.07% | Add +19.5% | 1,013,656 | $58.1M |
| Steward Partners Investment Advisory, LLC | 0.32% | Add +2.6% | 1,009,369 | $57.8M |
| Baird Financial Group, Inc. | 0.09% | Add +5.9% | 1,009,325 | $57.8M |
| Franklin Resources Inc. | 0.01% | Reduce -5.1% | 997,647 | $57.1M |
| Truist Financial Corp. | 0.07% | Reduce -6.1% | 959,489 | $54.9M |
| Traynor Capital Management, Inc. | 2.96% | Add +17.1% | 937,037 | $53.6M |
| Cary Street Partners Financial LLC | 1.32% | Reduce -12.2% | 928,454 | $53.1M |
| Pinnacle Financial Partners, Inc. | 0.40% | — | 928,030 | $53.1M |
| Brookstone Capital Management | 0.56% | Add +4.4% | 859,926 | $49.2M |
| Jane Street Group, LLC | 0.06% | Add +1114.9% | 848,015 | $48.5M |
| Lebenthal Global Advisors, LLC | 6.76% | Add +2.3% | 765,683 | $43.8M |
| SHP Wealth Management | 3.34% | — | 749,160 | $42.9M |
| Apollon Wealth Management, LLC | 0.74% | Reduce -5.1% | 743,087 | $42.5M |
| Kathmere Capital Management, LLC | 2.83% | Add +6.5% | 732,375 | $41.9M |
| New York Life Investment Management LLC | 0.36% | Add +191.9% | 727,039 | $41.6M |
| HUB Investment Partners, LLC | 1.13% | Reduce -1.5% | 725,240 | $41.5M |
| Oakworth Capital, Inc. | 2.23% | Add +6.8% | 713,164 | $40.8M |
| NewEdge Advisors, LLC | 0.14% | Add +7.8% | 681,503 | $39.0M |
| Pinnacle Associates Ltd. | 0.50% | Reduce -1.9% | 681,262 | $39.0M |
| Nottingham Advisors, Inc. | 5.37% | Reduce -1.3% | 671,914 | $38.5M |
| Kestra Private Wealth Services, LLC | 0.47% | Add +3.8% | 657,514 | $37.6M |
| MAI Capital Management | 0.21% | Add +26.6% | 647,439 | $37.1M |
| &partners | 0.19% | Reduce -2.9% | 642,316 | $36.8M |
| Stephens Inc. | 0.44% | Reduce -3.8% | 619,861 | $35.5M |
| First Financial Bank - Trust Division | 2.85% | Add +7.4% | 605,468 | $34.7M |
| Coastal Bridge Advisors, LLC | 2.59% | Reduce -2.2% | 604,267 | $34.6M |
| Capital Investment Advisors, LLC | 0.52% | Reduce -4.0% | 595,634 | $34.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +23.7% | 544,117 | $32.0M |
| Cornerstone Enterprises, LLC | 14.87% | Add +4.2% | 542,919 | $31.1M |
| Principal Securities, Inc. | 0.47% | Reduce -15.1% | 526,834 | $30.2M |
| Bouchey Financial Group, Ltd. | 2.22% | Add +9.1% | 517,009 | $29.7M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -34.7% | 503,929 | $28.8M |
| Mariner, LLC | 0.03% | Add +10.9% | 497,524 | $28.5M |
| Bokf, NA | 0.43% | Add +5.3% | 487,439 | $27.9M |
| Horizon Advisory Services, Inc. | 14.08% | Add +0.6% | 486,233 | $27.8M |
| Sterling Investment Counsel, LLC | 7.97% | Add +3.8% | 486,101 | $27.8M |
| Rational Advisors, Inc. | 2.99% | Reduce -5.5% | 479,454 | $27.4M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +6.6% | 475,841 | $27.2M |
| Cerity Partners LLC | 0.04% | Add +136.4% | 469,991 | $26.9M |
| Aptus Capital Advisors, LLC | 0.23% | Reduce -0.4% | 466,040 | $26.7M |
| HBW Advisory Services LLC | 2.86% | Reduce -4.3% | 460,502 | $26.4M |
| Prospera Financial Services Inc | 0.43% | Reduce -15.8% | 455,076 | $26.1M |
| DAVENPORT & Co LLC | 0.14% | Add +7.1% | 450,908 | $25.8M |
| Wagner Wealth Management, LLC | 5.47% | Add +7.5% | 449,273 | $25.7M |
| Cooper Financial Group | 2.65% | Add +2.7% | 434,906 | $24.9M |
| Midwest Trust Co | 0.31% | Add +4.7% | 433,278 | $24.8M |
| Orion Porfolio Solutions, LLC | 0.18% | Reduce -5.3% | 429,250 | $24.6M |
| Citigroup Inc. | 0.02% | Add +11.8% | 419,400 | $24.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.56% | No change | 415,000 | $23.8M |
| Orrstown Financial Services Inc. | 3.93% | Add +1.5% | 412,277 | $23.6M |
| Lido Advisors, LLC | 0.09% | Add +2.1% | 403,182 | $23.0M |
| Melia Wealth LLC | 10.34% | Add +1.6% | 390,963 | $22.4M |
| Avantax Planning Partners, Inc. | 0.62% | Reduce -0.8% | 385,563 | $22.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.50% | Reduce -2.4% | 381,952 | $21.9M |
| TigerOak Management, L.L.C. | 6.61% | Add +0.9% | 378,364 | $21.7M |
| Global Wealth Management Investment Advisory, Inc. | 3.41% | Add +7.8% | 371,626 | $21.3M |
| Chicago Partners Investment Group LLC | 0.52% | Add +13.1% | 362,648 | $21.2M |
| Curran Financial Partners, LLC | 4.02% | Add +8.6% | 369,666 | $21.2M |
| Rezny Wealth Management, Inc. | 4.50% | Reduce -1.6% | 364,538 | $20.9M |
| Stratos Investment Management, LLC | 0.83% | Reduce -43.0% | 361,062 | $20.7M |
| Beacon Financial Advisory LLC | 4.74% | Add +0.6% | 357,391 | $20.5M |
| Waverly Advisors, LLC | 0.16% | Add +0.8% | 352,499 | $20.2M |
| J.W. Cole Advisors, Inc. | 0.49% | Reduce -4.1% | 506,956 | $20.1M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -17.1% | 350,470 | $20.1M |
| Comerica Bank | 0.08% | Reduce -4.3% | 350,361 | $20.1M |
| Apella Capital, LLC | 0.39% | Add +2.8% | 347,881 | $19.9M |
| Captrust Financial Advisors | 0.04% | Add +5.8% | 345,163 | $19.8M |
| Farther Finance Advisors, LLC | 0.21% | Add +519.0% | 337,987 | $19.3M |
| Rothschild Investment LLC | 1.05% | Add +1.1% | 333,933 | $19.1M |
| Bernardo Wealth Planning LLC | 3.54% | Reduce -1.7% | 324,218 | $18.6M |
| EP Wealth Advisors, LLC | 0.10% | — | 322,969 | $18.5M |
| Mountain Capital Investment Advisors Inc. | 2.84% | Add +5.3% | 300,208 | $17.6M |
| Steele Capital Management, Inc. | 0.75% | Reduce -4.0% | 304,966 | $17.6M |
| Oppenheimer & Co. Inc. | 0.25% | Reduce -0.8% | 305,581 | $17.5M |
| Investment Advisory Services Inc. /TX | 5.44% | Reduce -1.1% | 303,646 | $17.4M |
| Patten & Patten Inc. | 1.02% | Reduce -8.9% | 302,698 | $17.3M |
| Americana Partners, LLC | 0.47% | Add +992.3% | 302,296 | $17.3M |
| Thoroughbred Financial Services, LLC | 1.01% | Reduce -5.7% | 299,297 | $17.1M |
| SageGuard Financial Group, LLC | 2.72% | — | 298,448 | $17.1M |
| Sfmg, LLC | 1.14% | Add +8.0% | 295,839 | $16.9M |
| Advisors Management Group Inc. | 3.07% | Reduce -1.8% | 294,570 | $16.9M |
| Mgo One Seven LLC | 0.34% | Add +12.7% | 294,095 | $16.8M |
| Choreo, LLC | 0.21% | Add +0.6% | 287,937 | $16.7M |
| Tenzing Financial LLC | 13.52% | — | 291,052 | $16.7M |
| Tobias Financial Advisors, Inc. | 2.34% | Add +8.9% | 289,257 | $16.6M |
| Advisory Services Network, LLC | 0.23% | Reduce -0.2% | 287,416 | $16.5M |
| AdvisorNet Financial, Inc | 0.87% | Add +7.2% | 285,063 | $16.3M |
| 1 North Wealth Services LLC | 5.73% | Add +7.7% | 284,292 | $16.3M |
| Cresset Asset Management, LLC | 0.07% | Add +30.4% | 281,931 | $16.3M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +3.0% | 283,836 | $16.2M |
| Fagan Associates, Inc. | 2.15% | Reduce -5.0% | 281,575 | $16.1M |
| Columbus Macro, LLC | 1.75% | Add +9.9% | 279,378 | $16.0M |
| Tradition Wealth Management, LLC | 1.11% | Reduce -11.5% | 269,489 | $15.4M |
| Eaton Financial Holdings Company, LLC | 4.14% | Add +2.1% | 269,304 | $15.4M |
| Centurion Wealth Management LLC | 3.36% | Add +2.6% | 267,487 | $15.3M |
| United Capital Financial Advisors, LLC | 0.09% | Add +535.4% | 266,092 | $15.2M |
| St. Clair Advisors, LLC | 3.90% | Add +0.9% | 264,308 | $15.1M |
| Appleton Partners Inc. | 0.99% | Add +0.7% | 263,716 | $15.1M |
| Legacy Edge Advisors, LLC | 1.62% | Add +8.3% | 259,111 | $14.8M |
| Mechanics Bank Trust Department | 1.94% | Reduce -1.4% | 258,573 | $14.8M |
| D.A. Davidson & Co. | 0.09% | Add +11.5% | 257,089 | $14.7M |
| Magnus Financial Group LLC | 1.12% | Reduce -3.0% | 255,351 | $14.6M |
| Requisite Capital Management, LLC | 2.77% | Add +8.5% | 253,178 | $14.6M |
| Savant Capital, LLC | 0.08% | Reduce -60.2% | 254,817 | $14.6M |
| Prentice Wealth Management LLC | 3.29% | Add +7.8% | 251,348 | $14.4M |
| SBI Securities Co., Ltd. | 0.37% | Add +1.4% | 250,497 | $14.3M |
| Curtis Advisory Group, LLC | 2.98% | Add +4.5% | 247,968 | $14.2M |
| Signature Wealth Management Partners, LLC | 7.01% | Reduce -0.1% | 247,694 | $14.2M |
| AE Wealth Management LLC | 0.08% | Add +36.6% | 243,732 | $14.0M |
| Harbour Investments, Inc. | 0.28% | Add +2.0% | 240,550 | $13.8M |
| Westwood Holdings Group Inc. | 0.11% | Reduce -0.6% | 239,958 | $13.7M |
| Allen Capital Group, LLC | 1.25% | Reduce -1.3% | 238,173 | $13.6M |
| Blair William & Co. | 0.04% | Add +3.1% | 237,203 | $13.6M |
| World Investment Advisors | 0.22% | Add +12.5% | 236,597 | $13.5M |
| Trinity Legacy Partners, LLC | 3.09% | Reduce -9.9% | 235,441 | $13.5M |
| Mosley Wealth Management | 6.14% | — | 235,850 | $13.4M |
| Kingsview Wealth Management, LLC | 0.19% | Reduce -34.5% | 233,880 | $13.4M |
| Creative Planning | 0.01% | Reduce -13.8% | 232,715 | $13.3M |
| Kingswood Wealth Advisors, LLC | 0.64% | Add +47.8% | 232,715 | $13.3M |
| Retirement Planning Group, LLC / NY | 9.06% | Add +16.8% | 230,243 | $13.3M |
| Rooted Wealth Advisors, Inc. | 3.73% | Reduce -19.2% | 226,439 | $13.3M |
| Fermata Advisors, LLC | 3.17% | Add +0.5% | 230,629 | $13.2M |
| UMB Bank, n.a. | 0.17% | Add +28358.4% | 227,667 | $13.0M |
| Capital Investment Advisory Services, LLC | 0.91% | Add +32.7% | 225,716 | $12.9M |
| Everest Financial Group LLC | 2.88% | — | 224,772 | $12.9M |
| Larson Financial Group LLC | 0.43% | Add +7.2% | 224,486 | $12.8M |
| Financial Guidance Group, Inc. | 5.18% | Add +15.5% | 221,157 | $12.7M |
| Courier Capital LLC | 0.70% | Add +2.9% | 219,148 | $12.5M |
| Geneos Wealth Management Inc. | 0.31% | Add +16.3% | 218,305 | $12.5M |
| CreativeOne Wealth, LLC | 0.30% | Reduce -4.8% | 215,423 | $12.3M |
| First National Advisers, LLC | 1.69% | Reduce -3.8% | 215,279 | $12.3M |
| Financial Futures Ltd Liability Co. | 5.71% | Add +2.8% | 215,201 | $12.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.47% | Add +0.0% | 214,699 | $12.3M |
| Prota Financial, LLC | 8.67% | — | 210,254 | $12.0M |
| Cassia Capital Partners, LLC | 6.38% | Add +3.3% | 205,842 | $11.8M |
| Wealthfront Advisers LLC | 0.03% | Add +2.9% | 204,290 | $11.7M |
| IVC Wealth Advisors LLC | 5.05% | Add +4.5% | 202,838 | $11.6M |
| Guardian Wealth Advisors, LLC / NC | 0.73% | Reduce -2.6% | 202,781 | $11.6M |
| Indivisible Partners | 1.24% | — | 200,013 | $11.4M |
| Sandbox Financial Partners, LLC | 3.13% | Reduce -0.4% | 197,674 | $11.3M |
| Blue Water Asset Management | 4.06% | — | 197,446 | $11.3M |
| Foguth Wealth Management, LLC. | 1.75% | — | 197,028 | $11.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +18.6% | 195,162 | $11.3M |
| Summit Financial, LLC | 0.16% | Reduce -14.7% | 193,898 | $11.2M |
| Arrow Financial Corp | 1.11% | New | 195,286 | $11.2M |
| John A. Wolfe & Associates, Inc. | 6.01% | — | 194,526 | $11.1M |
| Visionary Wealth Advisors | 0.50% | Reduce -1.9% | 192,669 | $11.0M |
| Power Wealth Management LLC | 3.81% | Add +1.8% | 189,100 | $10.8M |
| Wealthspire Retirement, LLC | 0.66% | Add +10.7% | 188,437 | $10.8M |
| International Assets Investment Management, LLC | 0.74% | Reduce -7.8% | 188,309 | $10.8M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -6.0% | 188,249 | $10.8M |
| Hilton Capital Management, LLC | 0.81% | Reduce -72.6% | 188,065 | $10.8M |
| Capital Analysts, LLC | 0.30% | Reduce -2.3% | 187,902 | $10.8M |
| Independent Financial Group, LLC | 0.24% | Add +30.6% | 186,728 | $10.7M |
| Integrated Advisors Network LLC | 0.47% | Reduce -40.5% | 186,483 | $10.7M |
| MTM Financial Group, LLC | 5.08% | Add +15.7% | 185,748 | $10.6M |
| Argent Trust Co | 0.36% | Reduce -3.6% | 185,619 | $10.6M |
| Resonant Capital Advisors, LLC | 0.58% | Add +2.8% | 183,602 | $10.6M |
| First Hawaiian Bank | 1.40% | Add +10.8% | 184,328 | $10.6M |
| Fiduciary Family Office, LLC | 3.03% | Reduce -2.8% | 184,325 | $10.6M |
| Wedbush Securities Inc. | 0.31% | Reduce -1.5% | 183,284 | $10.5M |
| F/m Investments LLC | 0.40% | Reduce -0.1% | 183,170 | $10.5M |
| CENTRAL TRUST Co | 0.21% | Add +0.8% | 182,946 | $10.5M |
| Forefront Wealth Management Inc. | 7.51% | Add +7.1% | 182,906 | $10.5M |
| Cambridge Advisors Inc. | 1.99% | Reduce -2.7% | 182,429 | $10.4M |
| Merit Financial Group, LLC | 0.08% | Reduce -0.2% | 180,974 | $10.4M |
| Northeast Financial Group, Inc. | 2.59% | Add +9.5% | 180,345 | $10.3M |
| Community Bank, N.A. | 1.20% | Reduce 0.0% | 177,251 | $10.1M |
| Cascade Wealth Advisors, Inc | 4.64% | Reduce -35.8% | 172,357 | $10.1M |
| CVA Family Office, LLC | 1.15% | Reduce -1.6% | 174,805 | $10.0M |
| Floyd Financial Group LLC | 6.74% | Add +5.8% | 167,328 | $10.0M |
| ADG Wealth Management Group, LLC | 7.50% | Add +3.0% | 173,012 | $9.9M |
| First National Bank of Omaha | 0.28% | New | 164,605 | $9.5M |
| High Net Worth Advisory Group LLC | 2.19% | Reduce -7.3% | 166,298 | $9.5M |
| Pinnacle Wealth Management, LLC | 6.36% | Add +0.6% | 165,043 | $9.4M |
| Belpointe Asset Management LLC | 0.34% | Add +3.6% | 164,909 | $9.4M |
| Perkins Coie Trust Co | 1.74% | Add +16.8% | 163,119 | $9.3M |
| Krilogy Financial LLC | 0.32% | Reduce -4.7% | 158,994 | $9.3M |
| Mayfair Advisory Group, LLC | 3.61% | Reduce -7.5% | 162,003 | $9.3M |
| Edgemoor Investment Advisors, Inc. | 0.72% | Add +6.5% | 161,448 | $9.2M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +0.6% | 161,272 | $9.2M |
| Pacific Center for Financial Services | 2.33% | No change | 160,328 | $9.2M |
| Cadence Bank | 0.53% | Add +21.2% | 157,709 | $9.0M |
| Patriot Financial Group Insurance Agency, LLC | 1.08% | Reduce -3.3% | 157,644 | $9.0M |
| EverSource Wealth Advisors, LLC | 0.33% | Add +2.2% | 157,373 | $9.0M |
| Koshinski Asset Management, Inc. | 0.57% | Reduce -6.8% | 154,294 | $8.8M |
| Decker Wealth Management LLC | 1.93% | — | 153,577 | $8.8M |
| Montis Financial, LLC | 1.73% | Add +5.0% | 152,868 | $8.8M |
| Dynamic Advisor Solutions LLC | 0.28% | Reduce -35.0% | 151,892 | $8.7M |
| Sigma Planning Corp | 0.24% | Reduce -20.2% | 151,743 | $8.7M |
| Snowden Capital Advisors LLC | 0.22% | Add +6.4% | 148,488 | $8.6M |
| MBA Advisors LLC | 3.45% | Add +9.0% | 149,423 | $8.6M |
| NWF Advisory Services Inc. | 0.94% | Reduce -15.8% | 149,220 | $8.5M |
| Fairway Wealth LLC | 2.29% | Add +1.1% | 148,643 | $8.5M |
| Axxcess Wealth Management, LLC | 0.15% | Reduce -7.0% | 148,621 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -16.7% | 147,547 | $8.4M |
| Scott Capital Advisors, LLC | 1.86% | Add +18.7% | 146,810 | $8.4M |
| Bouvel Investment Partners, LLC | 2.40% | Add +7.3% | 145,588 | $8.3M |
| NCM Capital Management, LLC | 3.05% | Add +2.7% | 143,751 | $8.2M |
| CFO4Life Group, LLC | 1.17% | Reduce -7.3% | 143,531 | $8.2M |
| SeaCrest Wealth Management, LLC | 0.80% | Reduce -3.3% | 137,476 | $7.9M |
| Intrepid Financial Planning Group LLC | 3.01% | Reduce -0.8% | 138,678 | $7.9M |
| Corient Private Wealth LP | 0.01% | Add +52.4% | 143,755 | $7.9M |
| PFG Investments, LLC | 0.37% | Reduce -4.6% | 137,884 | $7.9M |
| Eastern Bank | 0.14% | Reduce -1.3% | 137,807 | $7.9M |
| Integrity Alliance, Llc. | 0.29% | Add +81.0% | 137,504 | $7.9M |
| Brady Martz Wealth Solutions, LLC | 1.37% | Reduce -0.3% | 136,376 | $7.8M |
| DeDora Capital, Inc. | 1.84% | Add +14.9% | 135,694 | $7.8M |
| Centaurus Financial, Inc. | 0.35% | Add +6.0% | 134,940 | $7.7M |
| Garden State Investment Advisory Services LLC | 1.82% | Reduce -0.8% | 132,974 | $7.7M |
| Fifth Third Securities, Inc. | 0.50% | Add +5.3% | 132,508 | $7.6M |
| Moors & Cabot, Inc. | 0.32% | Add +1.9% | 132,499 | $7.6M |
| Mutual Advisors, LLC | 0.16% | Reduce -12.8% | 132,264 | $7.6M |
| StrongBox Wealth, LLC | 2.48% | Reduce -1.5% | 131,739 | $7.5M |
| Global Assets Advisory, LLC | 2.15% | Add +3.8% | 131,486 | $7.5M |
| Sterling Investment Advisors, Ltd. | 1.39% | Add +4.0% | 131,429 | $7.5M |
| New England Private Wealth Advisors LLC | 0.92% | Reduce -5.0% | 129,412 | $7.4M |
| Childress Capital Advisors, LLC | 1.19% | Reduce -24.0% | 129,278 | $7.4M |
| Financial Alternatives, Inc | 4.30% | Add +6.0% | 129,232 | $7.4M |
| Clearstead Trust, LLC | 1.16% | Add +61.8% | 128,609 | $7.4M |
| Stonebridge Financial Group, LLC | 0.63% | Add +3.8% | 127,940 | $7.3M |
| Brighton Jones LLC | 0.27% | Add +1613.9% | 127,528 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | New | 127,447 | $7.3M |
| Hunter Associates Investment Management LLC | 0.97% | Add +1.5% | 126,449 | $7.2M |
| Milestone Asset Management, LLC | 1.37% | Add +5.6% | 126,512 | $7.2M |
| Aprio Wealth Management, LLC | 0.41% | Add +1.6% | 124,204 | $7.1M |
| Financially in Tune, LLC | 6.62% | — | 123,954 | $7.1M |
| Arkadios Wealth Advisors | 0.14% | Add +15.7% | 123,712 | $7.1M |
| Spirepoint Private Client, LLC | 0.67% | Add +27.0% | 123,180 | $7.1M |
| Capital Advisors Wealth Management, LLC | 0.95% | Add +8.5% | 121,790 | $7.0M |
| Channel Wealth LLC | 1.76% | Add +89.2% | 121,746 | $7.0M |
| Strategic Wealth Partners, Ltd. | 0.48% | Reduce -5.5% | 121,722 | $7.0M |
| Ritter Daniher Financial Advisory LLC / DE | 1.15% | Reduce -30.4% | 119,942 | $6.9M |
| Assetmark, Inc. | 0.01% | Add +22.7% | 119,524 | $6.8M |
| Turn8 Private Wealth Inc. | 4.89% | Reduce -0.4% | 119,163 | $6.8M |
| Lake Street Private Wealth, LLC | 0.84% | Reduce -4.1% | 118,786 | $6.8M |
| Selective Wealth Management, Inc. | 2.12% | Reduce -19.8% | 116,188 | $6.8M |
| Daymark Wealth Partners, LLC | 0.21% | Add +0.6% | 115,178 | $6.6M |
| Community Financial Services Group, LLC | 1.20% | Reduce -1.5% | 114,394 | $6.5M |
| KMG Fiduciary Partners, LLC | 0.46% | Add +13.8% | 112,678 | $6.4M |
| Continuum Advisory, LLC | 0.63% | Reduce -6.4% | 109,546 | $6.3M |
| Summit Financial Wealth Advisors, LLC | 0.89% | Add +19.2% | 109,130 | $6.2M |
| SMART Wealth LLC | 1.90% | Add +1.5% | 108,881 | $6.2M |
| Southeast Asset Advisors, LLC | 0.59% | Add +5.6% | 108,146 | $6.2M |
| Spire Wealth Management | 0.21% | Add +2.6% | 107,708 | $6.2M |
| Perissos Private Wealth Management, LLC | 5.31% | Reduce -2.1% | 107,550 | $6.2M |
| Boyum Wealth Architects LLC | 2.85% | Reduce -10.0% | 104,593 | $6.1M |
| Vivid Wealth Management, LLC | 2.37% | Add +1.6% | 106,436 | $6.1M |
| Cornerstone Wealth Group, LLC | 0.41% | Add +5.8% | 105,949 | $6.1M |
| Bank of Montreal | 0.00% | Add +45.1% | 105,478 | $6.0M |
| Level Four Advisory Services, LLC | 0.20% | Add +32.9% | 105,378 | $6.0M |
| Investment Partners Asset Management, Inc. | 3.74% | Add +19.8% | 104,990 | $6.0M |
| Ellis Investment Partners, LLC | 1.05% | Reduce -24.4% | 104,941 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -30.4% | 103,854 | $5.9M |
| VeraBank, N.A. | 1.07% | Reduce -20.9% | 103,073 | $5.9M |
| Alpine Bank Wealth Management | 0.83% | Reduce -6.5% | 102,110 | $5.8M |
| Lee Johnson Capital Management, LLC | 1.99% | Reduce -27.1% | 101,312 | $5.8M |
| Eagle Bluffs Wealth Management LLC | 2.33% | Add +8.8% | 99,833 | $5.8M |
| Cahill Financial Advisors Inc. | 0.62% | Reduce -0.3% | 99,716 | $5.7M |
| Safe Harbor Fiduciary, LLC | 5.03% | — | 99,361 | $5.7M |
| Focused Wealth Management, Inc | 0.60% | Add +11.8% | 99,173 | $5.7M |
| Teamwork Financial Advisors, LLC | 0.60% | Reduce -79.9% | 98,714 | $5.7M |
| Benjamin Edwards Inc. | 0.06% | Reduce -22.6% | 98,575 | $5.6M |
| Campbell Deegan Wealth Management, LLC | 4.54% | Add +12.4% | 98,217 | $5.6M |
| Penney Financial, LLC | 2.16% | Add +8.1% | 97,787 | $5.6M |
| Southern Capital Services Inc. | 3.51% | — | 97,407 | $5.6M |
| Smartleaf Asset Management LLC | 0.21% | Add +41.9% | 95,226 | $5.5M |
| Principle Wealth Partners LLC | 0.31% | Reduce -14.8% | 95,255 | $5.5M |
| Investment Advisory Services Group LLC | 4.82% | — | 94,783 | $5.4M |
| Allred Capital Management, LLC | 1.96% | Add +12.2% | 94,553 | $5.4M |
| Natixis Advisors, LLC | 0.01% | Add +89.3% | 94,537 | $5.4M |
| J. Team Financial, Inc. | 5.36% | Add +2.3% | 93,641 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.10% | Reduce -69.9% | 93,446 | $5.3M |
| Thayer Partners, LLC / MA | 2.58% | — | 92,708 | $5.3M |
| Citadel Advisors | 0.00% | Add +358.3% | 91,393 | $5.2M |
| Perigon Wealth Management, LLC | 0.09% | Add +11.3% | 91,377 | $5.2M |
| Peregrine Asset Advisers, Inc. | 1.47% | New | 91,234 | $5.2M |
| Asset Allocation Strategies LLC | 0.96% | Add +5.6% | 90,565 | $5.2M |
| Gotham Asset Management | 0.02% | Reduce -0.9% | 90,055 | $5.2M |
| Thomasville National Bank | 0.32% | Add +4.2% | 89,917 | $5.1M |
| KFG Wealth Management, LLC | 0.69% | Add +21.6% | 89,685 | $5.1M |
| Ulland Investment Advisors, LLC | 4.12% | Reduce -1.8% | 89,545 | $5.1M |
| Merkkuri Wealth Advisors LLC | 3.48% | Reduce -0.5% | 89,421 | $5.1M |
| Flagstar Securities, Inc. | 1.69% | Add +2.8% | 87,599 | $5.1M |
| Wincap Financial LLC | 3.46% | Add +3.1% | 88,176 | $5.0M |
| Ausdal Financial Partners, Inc. | 0.23% | Add +0.9% | 88,045 | $5.0M |
| Retirement Planning Group, LLC | 0.16% | Add +11.1% | 87,708 | $5.0M |
| O'ROURKE & COMPANY, Inc | 1.95% | Add +4.7% | 87,464 | $5.0M |
| Saxony Capital Management, LLC | 3.05% | Add +22.2% | 86,819 | $5.0M |
| Vavra Capital Management, LLC | 4.85% | — | 86,253 | $4.9M |
| 21 West Wealth Management LLC | 4.51% | Reduce -5.0% | 86,198 | $4.9M |
| Foundations Investment Advisors, LLC | 0.06% | Reduce -7.2% | 85,786 | $4.9M |
| Wick Capital Partners, LLC | 0.88% | Reduce -39.2% | 85,701 | $4.9M |
| New Millennium Group LLC | 2.12% | New | 85,515 | $4.9M |
| Boston Partners | 0.01% | Add +6.8% | 84,806 | $4.9M |
| N.E.W. Advisory Services LLC | 0.36% | Reduce -2.5% | 85,046 | $4.9M |
| FRG Family Wealth Advisors LLC | 0.75% | Reduce -16.9% | 84,912 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -1.5% | 83,900 | $4.8M |
| Aureum Wealth Management, LLC | 4.44% | — | 83,570 | $4.8M |
| Atria Investments, Inc | 0.05% | Reduce -23.9% | 83,286 | $4.8M |
| Decker Retirement Planning Inc. | 2.37% | Add +231.2% | 83,279 | $4.8M |
| MADDEN SECURITIES Corp | 1.45% | Reduce -36.8% | 83,078 | $4.8M |
| Archer Investment Corp | 1.07% | Reduce -25.3% | 82,971 | $4.7M |
| Cibc World Market Inc. | 0.01% | Add +2.7% | 82,953 | $4.7M |
| Claro Advisors Inc. | 0.64% | Reduce -5.4% | 82,573 | $4.7M |
| Madrona Financial Services, LLC | 1.01% | Add +1.7% | 82,493 | $4.7M |
| Kennedy Investment Group, Inc. | 1.77% | Reduce -27.4% | 81,971 | $4.7M |
| MOR Wealth Management, LLC | 2.13% | — | 81,550 | $4.7M |
| Three Magnolias Financial Advisors, LLC | 2.90% | Add +0.4% | 81,433 | $4.7M |
| Bauman Advisory Group, LLC | 3.73% | — | 80,815 | $4.6M |
| Troutman Wealth Management, LLC | 3.82% | — | 80,744 | $4.6M |
| Summit Wealth Partners, LLC | 0.85% | Add +0.4% | 80,678 | $4.6M |
| Money Concepts Capital Corp. | 0.26% | Add +2.3% | 80,549 | $4.6M |
| LifeWealth Investments, LLC | 1.45% | Reduce -1.7% | 80,067 | $4.6M |
| Modern Wealth Management, LLC | 0.08% | Add +15.4% | 80,031 | $4.6M |
| Clark Wealth Partners | 2.76% | No change | 79,198 | $4.5M |
| Snider Financial Group | 1.20% | Add +9.8% | 78,386 | $4.5M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Reduce -5.2% | 77,944 | $4.5M |
| Soltis Investment Advisors LLC | 0.29% | Add +30.4% | 77,928 | $4.5M |
| 4WEALTH Advisors, Inc. | 3.86% | Add +1.0% | 77,896 | $4.5M |
| AlphaCore Capital LLC | 0.10% | Add +4.1% | 77,084 | $4.4M |
| Base Wealth Management LLC | 2.39% | Add +11.4% | 77,644 | $4.4M |
| RDA Financial Network | 1.07% | Reduce -0.8% | 77,589 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.47% | Add +8.3% | 77,203 | $4.4M |
| Wealthspan Partners, LLC | 1.60% | Add +8.2% | 76,989 | $4.4M |
| IFP Advisors, Inc | 0.10% | Reduce -5.9% | 76,870 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 1.59% | Reduce -5.5% | 76,797 | $4.4M |
| Lowery Thomas, LLC | 2.48% | Add +2.1% | 76,652 | $4.4M |
| Insigneo Advisory Services, LLC | 0.31% | Reduce -6.9% | 76,560 | $4.4M |
| Silverlake Wealth Management LLC | 0.98% | Add +3.2% | 76,349 | $4.4M |
| Essex Financial Services, Inc. | 0.25% | Reduce -24.5% | 76,307 | $4.4M |
| Thrive Capital Management, LLC | 0.97% | Reduce -22.6% | 76,195 | $4.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.78% | Reduce -36.9% | 76,142 | $4.4M |
| Ankerstar Wealth, LLC | 4.34% | — | 75,537 | $4.4M |
| Evermay Wealth Management LLC | 0.49% | Reduce -14.9% | 75,471 | $4.3M |
| Windsor Capital Management, LLC | 1.27% | Add +2.3% | 75,761 | $4.3M |
| J Hagan Capital, Inc. | 2.39% | Add +34.1% | 75,341 | $4.3M |
| Retirement Guys Formula LLC | 1.96% | Add +2.5% | 75,174 | $4.3M |
| Ergawealth Advisors, Inc. | 1.97% | Reduce -59.1% | 74,910 | $4.3M |
| FourThought Financial Partners, LLC | 0.36% | Add +5.5% | 74,231 | $4.2M |
| Focus Financial Network, Inc. | 0.15% | Add +9.4% | 72,955 | $4.2M |
| Patten Group, Inc. | 0.77% | Add +25.4% | 73,055 | $4.2M |
| Trajan Wealth LLC | 0.17% | Reduce -4.1% | 73,005 | $4.2M |
| Semus Wealth Partners LLC | 2.23% | Reduce -0.7% | 72,293 | $4.1M |
| RFG Advisory, LLC | 0.08% | Reduce -15.0% | 72,130 | $4.1M |
| Integrated Financial Solutions, Inc. | 2.93% | Add +32.8% | 72,095 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +1.4% | 71,808 | $4.1M |
| Sulzberger Capital Advisors, Inc. | 4.11% | Add +30.5% | 71,066 | $4.1M |
| Baker Avenue Asset Management, LP | 0.09% | Reduce -27.6% | 70,914 | $4.1M |
| Sowell Financial Services LLC | 0.15% | Reduce -31.8% | 70,606 | $4.0M |
| Renaissance Technologies | 0.01% | Add +157.7% | 70,600 | $4.0M |
| AlphaStar Capital Management, LLC | 0.29% | Add +14.0% | 70,154 | $4.0M |
| Ducere Wealth Management LLC | 1.55% | — | 70,135 | $4.0M |
| TrustBank | 1.66% | — | 69,668 | $4.0M |
| Weinberger Asset Management, Inc | 1.44% | Reduce -4.5% | 69,644 | $4.0M |
| Capstone Wealth Management Group LLC | 2.40% | Add +1.9% | 69,202 | $4.0M |
| Fairway Financial, LLC | 2.97% | Add +2.9% | 68,645 | $3.9M |
| Empire Financial Management Company, LLC | 0.85% | Reduce -1.0% | 68,520 | $3.9M |
| Rockport Wealth LLC | 0.76% | Add +9.4% | 67,990 | $3.9M |
| Inspire Advisors, LLC | 0.36% | Reduce -5.8% | 67,938 | $3.9M |
| Strategic Blueprint, LLC | 0.23% | Reduce -41.0% | 67,904 | $3.9M |
| PFG Advisors | 0.19% | Reduce -76.3% | 67,894 | $3.9M |
| NewEdge Wealth, LLC | 0.04% | Add +11.2% | 67,442 | $3.9M |
| Marino, Stram & Associates LLC | 0.70% | Add +1.3% | 67,353 | $3.9M |
| Parsons Capital Management Inc. | 0.21% | Reduce -3.2% | 67,013 | $3.8M |
| Worth Financial Advisory Group, LLC | 1.86% | Reduce -2.2% | 66,966 | $3.8M |
| MIdWestOne Financial Group, Inc. | 0.42% | Reduce -19.0% | 66,708 | $3.8M |
| STAR Financial Bank | 1.94% | Reduce -4.7% | 66,412 | $3.8M |
| Security National Bank | 0.54% | Reduce -4.4% | 66,176 | $3.8M |
| NFSG Corp | 0.59% | Reduce -1.6% | 66,019 | $3.8M |
| Clarity Wealth Advisors, LLC | 0.77% | Reduce -0.2% | 65,996 | $3.8M |
| Sax Wealth Advisors, LLC | 0.18% | Add +12.8% | 65,886 | $3.8M |
| Vicus Capital | 0.28% | Add +1.4% | 65,649 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -4.3% | 65,557 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.82% | Reduce -0.8% | 64,951 | $3.7M |
| Kovack Advisors, Inc. | 0.18% | Add +48.0% | 65,196 | $3.7M |
| Whalen Wealth Management Inc. | 2.00% | New | 65,052 | $3.7M |
| Procyon Advisors, LLC | 0.18% | Add +1.3% | 64,690 | $3.7M |
| Princeton Global Asset Management LLC | 0.60% | Reduce -2.6% | 64,536 | $3.7M |
| Ignite Planners, LLC | 0.57% | Add +1.7% | 63,021 | $3.7M |
| Private Client Services, LLC | 1.15% | Add +8.8% | 64,326 | $3.7M |
| J2 Capital Management Inc | 2.68% | Add +3.0% | 64,237 | $3.7M |
| Fragasso Financial Advisors Inc | 0.22% | Reduce -1.1% | 63,686 | $3.6M |
| M.E. Allison & Co., Inc. | 2.47% | Reduce -5.0% | 63,573 | $3.6M |
| Register Financial Advisors LLC | 1.41% | Reduce -0.8% | 63,424 | $3.6M |
| American Trust | 0.30% | Add +1.9% | 63,308 | $3.6M |
| Benchmark Financial, LLC | 3.61% | — | 63,230 | $3.6M |
| Kingstone Capital Partners Texas, LLC | 2.11% | Add +2.2% | 63,209 | $3.6M |
| Vise Technologies, Inc. | 0.07% | Add +540.4% | 63,199 | $3.6M |
| Global Retirement Partners, LLC | 0.06% | Add +11.5% | 62,827 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Add +17.4% | 62,741 | $3.6M |
| Diversify Wealth Management, LLC | 0.17% | Add +16.8% | 61,634 | $3.6M |
| Beam Wealth Advisors, Inc. | 0.98% | Add +0.3% | 62,401 | $3.6M |
| Walkner Condon Financial Advisors LLC | 0.50% | Reduce -9.2% | 62,355 | $3.6M |
| StoneX Group Inc. | 0.15% | Reduce -58.6% | 61,562 | $3.6M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +8.5% | 61,822 | $3.5M |
| Quantinno Capital Management LP | 0.01% | Add +21.6% | 61,689 | $3.5M |
| WMS Group LLC | 4.48% | — | 61,564 | $3.5M |
| SlateStone Wealth, LLC | 0.29% | Reduce -0.3% | 61,526 | $3.5M |
| Grantvest Financial Group LLC | 2.25% | Add +43.7% | 61,405 | $3.5M |
| Bradley Foster & Sargent Inc. | 0.05% | Reduce -1.6% | 61,359 | $3.5M |
| Heritage Trust Co | 0.36% | Reduce -9.9% | 61,271 | $3.5M |
| Little House Capital LLC | 0.88% | Reduce -8.8% | 61,118 | $3.5M |
| Interchange Capital Partners, LLC | 0.65% | Reduce -2.9% | 61,080 | $3.5M |
| Sunpointe, LLC | 1.16% | Add +13.4% | 60,416 | $3.5M |
| Lanark Financial, Inc. | 0.26% | Add +3.3% | 60,385 | $3.5M |
| Avior Wealth Management, LLC | 0.11% | Reduce -40.8% | 60,044 | $3.4M |
| Centennial Advisors, LLC | 4.46% | — | 59,991 | $3.4M |
| M Holdings Securities, Inc. | 0.25% | New | 59,894 | $3.4M |
| Hexagon Capital Partners LLC | 0.63% | Add +14.9% | 59,831 | $3.4M |
| Sierra Ocean, LLC | 2.83% | Add +3.5% | 59,715 | $3.4M |
| Jaffetilchin Investment Partners, LLC | 0.20% | Add +5.9% | 59,427 | $3.4M |
| Scotia Capital Inc. | 0.01% | Add +7.6% | 59,027 | $3.4M |
| West Michigan Advisors, LLC | 0.77% | Add +2.5% | 58,506 | $3.4M |
| Haverford Trust Co | 0.03% | Add +3.9% | 58,826 | $3.4M |
| Founders Financial Securities LLC | 0.20% | Add +91.0% | 58,737 | $3.4M |
| Herold Advisors, Inc. | 0.75% | Add +8.1% | 58,432 | $3.3M |
| Financial Management Network Inc. | 0.53% | Add +5.0% | 58,281 | $3.3M |
| CAP Partners, LLC | 1.89% | Reduce -1.9% | 58,269 | $3.3M |
| Parallel Advisors, LLC | 0.06% | Add +27.4% | 58,183 | $3.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Add +28.6% | 58,125 | $3.3M |
| Dakota Wealth Management | 0.06% | Add +242.2% | 57,799 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -70.0% | 57,735 | $3.3M |
| Vienna Asset Management LLC | 1.83% | Reduce -53.8% | 56,318 | $3.2M |
| SkyOak Wealth, LLC | 0.58% | Reduce -14.4% | 56,263 | $3.2M |
| Planning Directions Inc. | 1.62% | Add +0.4% | 56,136 | $3.2M |
| Ehrlich Financial Group | 1.83% | Reduce -4.4% | 56,098 | $3.2M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +9.1% | 55,794 | $3.2M |
| Fortress Financial Solutions, LLC | 3.25% | Add +12.4% | 55,445 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Add +8.7% | 55,105 | $3.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.84% | Reduce -8.2% | 54,956 | $3.1M |
| Legacy Private Trust Co. | 0.19% | Reduce -18.5% | 54,932 | $3.1M |
| United Advisor Group, LLC | 0.40% | Reduce -4.4% | 54,800 | $3.1M |
| Greater Midwest Financial Group, LLC | 1.75% | Reduce -45.3% | 54,804 | $3.1M |
| Lewis Asset Management, LLC | 1.27% | Add +1.7% | 54,469 | $3.1M |
| Slagle Financial, LLC | 1.09% | Reduce -2.5% | 54,456 | $3.1M |
| Archford Capital Strategies, LLC | 0.36% | Add +3.1% | 54,340 | $3.1M |
| Alliance Wealth Advisors, LLC | 0.66% | New | 53,549 | $3.1M |
| Foresight Capital Management Advisors, Inc. | 1.65% | Add +6.4% | 53,078 | $3.0M |
| Panoramic Investment Advisors, LLC | 1.64% | Reduce -0.9% | 52,853 | $3.0M |
| Bellevue Asset Management, LLC | 0.98% | Add +1.4% | 52,737 | $3.0M |
| 3EDGE Asset Management, LP | 0.16% | Add +7.2% | 52,574 | $3.0M |
| Silver Oak Securities, Incorporated | 0.20% | Add +3.7% | 50,952 | $3.0M |
| Goldstone Financial Group, LLC | 0.32% | Add +6.1% | 50,822 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.14% | Reduce -0.8% | 50,786 | $2.9M |
| Pallas Capital Advisors LLC | 0.10% | Add +4.0% | 50,762 | $2.9M |
| Gill Capital Partners, LLC | 0.88% | Reduce -8.4% | 50,631 | $2.9M |
| FMA Wealth Management, LLC | 1.85% | Add +2.2% | 49,980 | $2.9M |
| Aventura Private Wealth, LLC | 1.03% | Reduce -21.3% | 49,917 | $2.9M |
| Armstrong Advisory Group, Inc. | 0.19% | Add +16.9% | 49,915 | $2.9M |
| Navis Wealth Advisors, LLC | 1.20% | Add +301.7% | 49,478 | $2.8M |
| AQR Capital Management | 0.00% | Add +9.1% | 49,446 | $2.8M |
| Rovin Capital /Ut/ | 0.75% | Add +2.7% | 49,290 | $2.8M |
| Cherry Tree Wealth Management, LLC | 0.59% | Reduce -0.0% | 49,064 | $2.8M |
| 5T Wealth, LLC | 1.12% | Add +0.6% | 48,823 | $2.8M |
| Cordgrass Capital Advisors, LLC | 0.67% | Add +4.0% | 48,794 | $2.8M |
| Westbourne Investments, Inc. | 1.29% | Add +1.5% | 48,330 | $2.8M |
| Weil Company, Inc. | 0.63% | Reduce -12.3% | 48,188 | $2.8M |
| Shepherd Kaplan Krochuk, LLC | 2.27% | Reduce -17.0% | 47,991 | $2.7M |
| Cibc World Markets Corp. | 0.01% | — | 47,917 | $2.7M |
| Harbor Investment Advisory, LLC | 0.21% | Reduce -26.0% | 47,720 | $2.7M |
| TrueWealth Advisors, LLC | 0.71% | Reduce -2.5% | 47,571 | $2.7M |
| Bay Capital Advisors, LLC | 1.66% | Reduce -22.7% | 47,554 | $2.7M |
| Lifestyle Asset Management, Inc. | 0.89% | Add +6.9% | 47,527 | $2.7M |
| CoreFirst Bank & Trust | 1.47% | Add +2.3% | 47,487 | $2.7M |
| Chapin Davis, Inc. | 0.63% | Add +1.3% | 47,015 | $2.7M |
| GFS Advisors, LLC | 0.32% | New | 46,860 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -69.4% | 46,571 | $2.7M |
| Moseley Investment Management Inc. | 0.82% | Add +6.2% | 46,321 | $2.7M |
| Rahlfs Capital, LLC | 2.05% | Reduce -3.3% | 46,197 | $2.6M |
| Redmond Asset Management, LLC | 0.67% | Reduce -2.4% | 46,189 | $2.6M |
| Caprock Group, LLC | 0.06% | Add +0.7% | 45,736 | $2.6M |
| Regal Investment Advisors LLC | 0.16% | Add +7.5% | 45,806 | $2.6M |
| First PREMIER Bank | 0.60% | Reduce -5.6% | 45,427 | $2.6M |
| Stirlingshire Investments, Inc. | 2.30% | — | 44,928 | $2.6M |
| Guardian Financial Partners, LLC | 1.09% | Reduce -5.6% | 45,250 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -7.1% | 44,872 | $2.6M |
| LongView Wealth Management | 0.62% | Add +33.5% | 44,145 | $2.6M |
| Joel Isaacson & Co., LLC | 0.08% | Reduce -1.0% | 44,887 | $2.6M |
| True North Advisors, LLC | 0.33% | Reduce -5.9% | 44,825 | $2.6M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.72% | Reduce -0.2% | 44,770 | $2.6M |
| Websterrogers Financial Advisors, LLC | 0.74% | Reduce -0.3% | 44,623 | $2.6M |
| Sachetta, LLC | 1.39% | Add +6.0% | 44,457 | $2.5M |
| Wealthcare Capital Partners, LLC | 1.19% | Add +8.8% | 44,448 | $2.5M |
| Riverbend Wealth Management, LLC | 1.60% | Add +5.0% | 44,416 | $2.5M |
| JSF Financial, LLC | 0.53% | Reduce -18.8% | 44,260 | $2.5M |
| Purus Wealth Management, LLC | 0.79% | Reduce -3.0% | 44,168 | $2.5M |
| Oxinas Partners, LLC | 1.21% | Add +252.1% | 43,756 | $2.5M |
| Whipplewood Advisors, LLC | 1.61% | Reduce -35.4% | 43,735 | $2.5M |
| Tyche Wealth Partners LLC | 0.40% | Add +13.3% | 43,672 | $2.5M |
| Guilbault Capital LLC | 2.80% | — | 43,645 | $2.5M |
| CoreCap Advisors, LLC | 0.09% | Add +8.5% | 43,305 | $2.5M |
| Ring Mountain Capital, LLC | 1.27% | Add +1.9% | 42,419 | $2.5M |
| Arsenal Capital Advisors LLC | 1.75% | — | 42,895 | $2.5M |
| Cora Capital Advisors LLC | 0.95% | Reduce -4.9% | 42,463 | $2.4M |
| Independent Wealth Network Inc. | 0.74% | Reduce -0.2% | 42,463 | $2.4M |
| Bell Bank | 0.10% | Add +9.9% | 42,447 | $2.4M |
| Solutions 4 Wealth, Ltd | 3.67% | Add +66.7% | 42,416 | $2.4M |
| Sage Capital Management, LLC | 1.12% | Add +24.3% | 42,233 | $2.4M |
| Integras Partners LLC | 1.95% | Add +1.3% | 42,162 | $2.4M |
| Heritage Wealth Management, Inc. | 0.67% | Add +5.5% | 42,081 | $2.4M |
| Houlihan Financial Resource Group, Ltd. | 0.92% | Add +431.8% | 41,080 | $2.4M |
| Sovereign Financial Group, Inc. | 0.42% | Add +17.8% | 41,233 | $2.4M |
| Invst, LLC | 0.26% | Add +2.3% | 41,068 | $2.4M |
| Sheets Smith Wealth Management | 0.26% | Reduce -1.0% | 40,994 | $2.3M |
| McDonald Partners LLC | 0.74% | Add +4.9% | 40,962 | $2.3M |
| BG Investment Services, LLC | 2.09% | Reduce -40.6% | 40,949 | $2.3M |
| Legacy Capital Wealth Partners, LLC | 0.50% | Add +8.7% | 40,850 | $2.3M |
| Beaumont Financial Advisors, LLC | 0.15% | Add +2.7% | 40,082 | $2.3M |
| Frontier Asset Management, LLC | 0.53% | Add +7.3% | 40,008 | $2.3M |
| Anchor Capital Management Group Inc | 1.16% | No change | 40,000 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.17% | Add +0.2% | 39,836 | $2.3M |
| Littlejohn Financial Services, Inc. | 1.67% | Add +6.4% | 39,607 | $2.3M |
| US Bancorp \de | 0.00% | Add +10.1% | 39,461 | $2.3M |
| Regions Financial Corp. | 0.01% | Add +247.7% | 39,421 | $2.3M |
| SFE Investment Counsel | 0.35% | Reduce -7.3% | 39,101 | $2.2M |
| Cedarwood Wealth LLC | 2.49% | — | 38,079 | $2.2M |
| Fullerton Advisors, LLC | 2.21% | — | 38,683 | $2.2M |
| JT Stratford LLC | 0.29% | Reduce -8.6% | 38,683 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +151.4% | 38,624 | $2.2M |
| Crewe Advisors LLC | 0.19% | Add +32.9% | 38,406 | $2.2M |
| Stelac Advisory Services LLC | 0.78% | Reduce -5.3% | 38,119 | $2.2M |
| Note Advisors, LLC | 1.12% | Add +8.2% | 37,501 | $2.2M |
| LGT Financial Advisors LLC | 13.34% | Reduce -6.8% | 38,048 | $2.2M |
| Ancora Advisors LLC | 0.04% | Add +4.3% | 37,930 | $2.2M |
| TFR Capital, LLC. | 0.72% | Add +4.6% | 37,843 | $2.2M |
| Caerus Investment Advisors, LLC | 0.72% | Reduce -38.3% | 37,778 | $2.2M |
| BOK Financial Private Wealth, Inc. | 0.13% | Add +2.9% | 37,456 | $2.2M |
| Greykasell Wealth Strategies, Inc. | 0.84% | Add +1.9% | 37,149 | $2.1M |
| Newport Capital Group, LLC | 1.30% | Add +6.2% | 37,058 | $2.1M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -78.8% | 37,025 | $2.1M |
| OneAscent Family Office, LLC | 1.42% | Add +1.9% | 36,565 | $2.1M |
| PMG Family Office LLC | 2.42% | Reduce -2.8% | 36,271 | $2.1M |
| Avestar Capital, LLC | 0.14% | Reduce -17.5% | 36,042 | $2.1M |
| Means Investment Co., Inc. | 0.17% | Reduce -20.0% | 36,041 | $2.1M |
| Ruggiero Investments, Inc. | 1.86% | — | 35,964 | $2.1M |
| Boreal Capital Management LLC | 1.88% | Add +67.4% | 35,774 | $2.1M |
| MLP3, LLC | 2.24% | — | 35,812 | $2.0M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -41.9% | 35,462 | $2.0M |
| Croban | 0.99% | Reduce -0.3% | 35,710 | $2.0M |
| Greenwich Wealth Management LLC | 0.09% | Reduce -2.1% | 35,696 | $2.0M |
| Hancock Whitney Corp. | 0.04% | Add +15.9% | 35,526 | $2.0M |
| Round Rock Advisors LLC | 0.31% | Add +2.5% | 35,447 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.64% | Add +0.5% | 35,397 | $2.0M |
| Blue Trust, Inc. | 0.02% | Add +89.8% | 35,359 | $2.0M |
| KERR FINANCIAL PLANNING Corp | 2.75% | Add +40.5% | 34,675 | $2.0M |
| Acorn Wealth Advisors, LLC | 0.60% | Reduce -18.6% | 35,254 | $2.0M |
| Herbst Group, LLC | 1.19% | Reduce -56.6% | 35,251 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -20.9% | 35,214 | $2.0M |
| Worth Asset Management, LLC | 0.85% | Reduce -4.9% | 35,172 | $2.0M |
| Carr Financial Group Corp | 0.53% | Reduce -19.0% | 34,881 | $2.0M |
| IHT Wealth Management, LLC | 0.05% | Reduce -1.6% | 34,778 | $2.0M |
| Integral Investment Advisors, Inc. | 0.49% | Reduce -0.5% | 34,785 | $2.0M |
| Signal Advisors Wealth, LLC | 0.16% | Add +38.3% | 34,575 | $2.0M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -13.9% | 34,350 | $2.0M |
| J.Safra Asset Management Corp | 0.10% | Add +17.4% | 34,301 | $2.0M |
| Helium Advisors LLC | 1.97% | Reduce -21.8% | 33,947 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.09% | Add +65.5% | 33,677 | $1.9M |
| Red Mountain Financial, LLC | 1.90% | Add +5.7% | 33,749 | $1.9M |
| Old Mission Capital LLC | 0.07% | New | 33,662 | $1.9M |
| Ameriflex Group, Inc. | 0.99% | Add +238.3% | 33,307 | $1.9M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -30.3% | 33,018 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.36% | Add +5.7% | 33,094 | $1.9M |
| PDS Planning, Inc | 0.13% | Add +1.3% | 33,254 | $1.9M |
| Sound Income Strategies, LLC | 0.09% | Add +2.5% | 32,449 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +14.0% | 32,768 | $1.9M |
| BIP Wealth, LLC | 0.07% | New | 32,742 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.40% | Reduce -9.7% | 32,702 | $1.9M |
| Perryman Financial Advisory Inc. | 0.27% | — | 32,665 | $1.9M |
| Resolute Capital, LLC | 0.78% | — | 32,620 | $1.9M |
| Triumph Capital Management | 0.40% | Reduce -4.4% | 32,616 | $1.9M |
| Acorns Advisers, LLC | 0.01% | Add +16.7% | 32,586 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Reduce -11.7% | 32,580 | $1.9M |
| Columbia Bank | 0.52% | Add +41.9% | 32,515 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.50% | Add +517.0% | 32,265 | $1.8M |
| Somerset Trust Co | 0.56% | Add +0.2% | 32,211 | $1.8M |
| Betterment LLC | 0.00% | Add +46.2% | 32,163 | $1.8M |
| Pacific Park Financial, Inc. | 1.15% | — | 32,143 | $1.8M |
| CPC Advisors, LLC | 0.19% | Reduce -1.2% | 32,135 | $1.8M |
| HB Wealth Management, LLC | 0.01% | Reduce -36.6% | 32,091 | $1.8M |
| San Luis Wealth Advisors LLC | 0.31% | Reduce -37.1% | 32,068 | $1.8M |
| Verus Capital Partners, LLC | 0.12% | Reduce -54.5% | 32,041 | $1.8M |
| Lifeworks Advisors, LLC | 0.24% | Reduce -39.4% | 31,873 | $1.8M |
| Modus Advisors, LLC | 0.48% | Add +0.3% | 31,614 | $1.8M |
| Wealth Effects LLC | 0.57% | Add +0.6% | 31,606 | $1.8M |
| Gables Capital Management Inc. | 0.76% | Reduce -1.1% | 31,514 | $1.8M |
| Nelson Capital Management, LLC | 0.21% | Reduce -14.9% | 31,310 | $1.8M |
| LJI Wealth Management, LLC | 0.27% | Add +40.6% | 31,266 | $1.8M |
| Triton Wealth Management, PLLC | 0.67% | Add +90.6% | 30,678 | $1.8M |
| Armor Investment Advisors, LLC | 0.65% | Reduce -71.0% | 30,994 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.52% | Reduce -5.2% | 30,960 | $1.8M |
| BKM Wealth Management, LLC | 0.64% | Add +3.5% | 30,510 | $1.7M |
| National Philanthropic Trust | 0.02% | No change | 30,409 | $1.7M |
| Coppell Advisory Solutions LLC | 0.17% | Add +12.9% | 29,996 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.21% | Reduce -3.2% | 30,355 | $1.7M |
| Kelly Financial Services LLC | 0.43% | Add +18.4% | 30,225 | $1.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.36% | Add +11.9% | 30,167 | $1.7M |
| Grant Private Wealth Management Inc | 1.04% | Reduce -6.5% | 30,121 | $1.7M |
| QP Wealth Management, LLC | 1.51% | — | 30,017 | $1.7M |
| Security National Bank of So Dak | 0.84% | No change | 29,885 | $1.7M |
| Bridgewealth Advisory Group, LLC | 0.38% | Reduce -73.3% | 29,735 | $1.7M |
| Generation Capital Management LLC | 1.10% | Add +8.2% | 29,632 | $1.7M |
| Spinnaker Investment Group, LLC | 0.30% | Add +0.3% | 29,161 | $1.7M |
| Post Resch Tallon Group Inc. | 1.41% | Add +1.4% | 29,142 | $1.7M |
| Edge Financial Advisors LLC | 0.70% | Add +130.9% | 29,109 | $1.7M |
| ELCO Management Co., LLC | 1.05% | Reduce -1.4% | 29,000 | $1.7M |
| Nolet Wealth Management, LLC | 0.91% | — | 28,669 | $1.6M |
| Mainstream Capital Management LLC | 1.07% | Reduce -2.4% | 28,649 | $1.6M |
| Midwest Professional Planners, LTD. | 0.39% | Add +13.4% | 28,542 | $1.6M |
| GC Wealth Management RIA, LLC | 0.06% | New | 28,152 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.18% | Add +5.3% | 27,971 | $1.6M |
| Berger Financial Group, Inc | 0.09% | Add +2.4% | 27,791 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -10.5% | 27,711 | $1.6M |
| IFG Advisory, LLC | 0.07% | New | 27,650 | $1.6M |
| XML Financial, LLC | 0.13% | Add +23.6% | 27,360 | $1.6M |
| Cascade Investment Group, Inc. | 1.04% | Reduce -8.5% | 27,320 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Add +1069.6% | 27,182 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +90.4% | 26,937 | $1.5M |
| Howard Wealth Management, LLC | 0.67% | Add +3.6% | 26,918 | $1.5M |
| Strategic Wealth Advisors LLC | 1.32% | — | 26,891 | $1.5M |
| DB&C Advisors, LLC | 1.92% | — | 26,704 | $1.5M |
| HBK Sorce Advisory LLC | 0.04% | Add +10.8% | 25,823 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -17.8% | 26,483 | $1.5M |
| FWG Holdings, LLC | 0.57% | Add +31.3% | 25,736 | $1.5M |
| Triad Wealth Partners, LLC | 0.14% | Reduce -17.8% | 26,208 | $1.5M |
| Autumn Glory Partners, LLC | 0.52% | Add +20.0% | 26,083 | $1.5M |
| Prosperitas Financial LLC | 0.58% | Add +3.9% | 26,077 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Add +4.2% | 26,019 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +18.4% | 25,977 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.18% | Reduce -3.2% | 25,797 | $1.5M |
| Verity Asset Management, Inc. | 0.63% | Reduce -70.8% | 25,705 | $1.5M |
| Aspen Investment Management Inc | 0.44% | New | 25,707 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 25,560 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Add +15.6% | 25,429 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | Reduce -18.4% | 25,363 | $1.5M |
| Smith, Moore & Co. | 0.11% | Reduce -16.9% | 25,326 | $1.4M |
| Institute for Wealth Management, LLC. | 0.15% | Add +1.2% | 25,293 | $1.4M |
| Frederick Financial Consultants, LLC | 0.78% | New | 25,024 | $1.4M |
| Wealth Alliance, LLC | 0.14% | Reduce -3.6% | 24,890 | $1.4M |
| Brown Advisory Inc. | 0.00% | Reduce -24.3% | 24,867 | $1.4M |
| Andina Capital Management, LLC | 0.86% | Reduce -5.9% | 24,817 | $1.4M |
| Tableaux LLC | 1.00% | Reduce -74.3% | 24,782 | $1.4M |
| D'Orazio & Associates, Inc. | 0.18% | Reduce -0.2% | 24,624 | $1.4M |
| Concord Wealth Partners | 0.18% | Add +1.4% | 24,523 | $1.4M |
| PKS Advisory Services, LLC | 0.32% | Add +6.3% | 24,345 | $1.4M |
| Innovative Wealth Building LLC | 1.01% | Reduce -4.7% | 24,184 | $1.4M |
| Edgestream Partners, L.P. | 0.04% | Add +185.5% | 23,990 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -15.6% | 23,955 | $1.4M |
| McCarter Private Wealth Services LLC | 0.62% | Reduce -3.0% | 23,932 | $1.4M |
| Teucrium Investment Advisors, LLC | 1.50% | — | 23,905 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -4.7% | 23,885 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.89% | Add +0.2% | 23,791 | $1.4M |
| Security National Bank of Sioux City Iowa | 0.87% | No change | 23,645 | $1.4M |
| Ascension Capital Advisors, Inc. | 0.46% | Add +129.9% | 23,583 | $1.3M |
| Elevation Wealth Management LLC | 1.29% | — | 23,381 | $1.3M |
| Citizens Financial Group Inc. | 0.02% | Reduce -41.4% | 23,299 | $1.3M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -26.0% | 22,882 | $1.3M |
| Kestra Investment Management, LLC | 0.03% | Add +8.9% | 23,339 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.08% | Reduce -1.9% | 23,248 | $1.3M |
| Wealth Dimensions Group, Ltd. | 0.26% | Reduce -9.1% | 23,198 | $1.3M |
| Tucker Asset Management LLC | 0.38% | Reduce -3.5% | 23,080 | $1.3M |
| Plotkin Financial Advisors, LLC | 0.64% | Reduce -2.0% | 23,027 | $1.3M |
| LRI Investments, LLC | 0.11% | Reduce -15.0% | 22,891 | $1.3M |
| Burling Wealth Partners, LLC | 0.20% | Reduce -1.5% | 22,786 | $1.3M |
| Falcon Wealth Planning | 0.11% | Add +30.9% | 22,617 | $1.3M |
| Novem Group | 0.15% | Reduce -9.4% | 22,600 | $1.3M |
| L2 Asset Management, LLC | 0.17% | Add +160.3% | 22,476 | $1.3M |
| PCM Encore, LLC | 0.27% | — | 22,475 | $1.3M |
| Smallwood Wealth Investment Management, LLC | 0.67% | Add +12.7% | 22,302 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.40% | Reduce -8.0% | 22,297 | $1.3M |
| RoundAngle Advisors LLC | 0.92% | Reduce -1.3% | 22,191 | $1.3M |
| Millennium Capital Advisors, LLC | 0.75% | Reduce -0.0% | 22,181 | $1.3M |
| Trueblood Wealth Management, LLC | 0.49% | Add +0.7% | 22,128 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -5.7% | 22,062 | $1.3M |
| Leelyn Smith, LLC | 0.18% | Add +1.8% | 22,040 | $1.3M |
| Financial Partners Group, Inc | 0.15% | Reduce -19.1% | 21,525 | $1.3M |
| Bravias Capital Group, LLC | 0.76% | Add +61.8% | 22,011 | $1.3M |
| Code Waechter LLC | 0.80% | Add +3.0% | 21,880 | $1.3M |
| GWN Securities Inc. | 0.25% | Add +51.0% | 21,773 | $1.2M |
| Murphy & Mullick Capital Management Corp | 0.89% | Reduce -0.7% | 21,676 | $1.2M |
| CPA Asset Management Group, LLC | 0.43% | Add +1.6% | 21,445 | $1.2M |
| Pasadena Private Wealth, LLC | 0.17% | Reduce -6.2% | 21,415 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.5% | 21,287 | $1.2M |
| TCFG Wealth Management, LLC | 0.48% | Reduce -0.9% | 20,919 | $1.2M |
| Brown Miller Wealth Management, LLC | 0.33% | Add +1.8% | 21,169 | $1.2M |
| Arrowroot Family Office, LLC | 0.44% | Add +10.4% | 21,055 | $1.2M |
| Coordinated Financial Services, Inc. | 0.70% | Reduce -22.9% | 20,941 | $1.2M |
| Milestone Asset Management Group, LLC | 0.67% | Add +61.4% | 20,773 | $1.2M |
| BTS Asset Management, Inc. | 1.59% | Reduce -2.1% | 20,569 | $1.2M |
| Cannon Wealth Management Services, LLC | 0.82% | Add +4.5% | 20,413 | $1.2M |
| Highland Capital Management, LLC | 0.06% | Add +1.3% | 20,385 | $1.2M |
| Bessemer Group Inc. | 0.00% | No change | 20,292 | $1.2M |
| Bluespring Wealth Management, LLC | 0.10% | Add +13.4% | 20,150 | $1.2M |
| Hourglass Capital, LLC | 0.25% | Reduce -33.2% | 20,150 | $1.2M |
| Yukon Wealth Management, Inc. | 0.66% | New | 19,520 | $1.1M |
| Main Line Retirement Advisors, LLC | 0.58% | Add +20.2% | 19,930 | $1.1M |
| White Knight Strategic Wealth Advisors, LLC | 0.83% | Add +13.8% | 19,811 | $1.1M |
| Strategic Advisors LLC | 0.18% | Add +16.3% | 19,747 | $1.1M |
| Maia Wealth LLC | 0.19% | Reduce -12.3% | 19,079 | $1.1M |
| Nordwand Advisors, LLC | 0.20% | No change | 19,565 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.16% | Reduce -3.9% | 19,543 | $1.1M |
| Reyes Financial Architecture, Inc. | 0.68% | Add +27.8% | 19,539 | $1.1M |
| BCGM Wealth Management, LLC | 0.28% | Reduce -17.3% | 19,476 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +3.9% | 19,450 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.19% | Add +185.3% | 19,434 | $1.1M |
| Bellwether Advisors, LLC | 0.18% | No change | 19,393 | $1.1M |
| Private Wealth Partners, LLC | 0.08% | Reduce -63.9% | 19,305 | $1.1M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -2.6% | 19,067 | $1.1M |
| Fiduciary Financial Group, LLC | 0.15% | Add +16.2% | 19,082 | $1.1M |
| Sun Financial Inc | 0.61% | — | 19,005 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.10% | Reduce -2.4% | 18,997 | $1.1M |
| ERn Financial, LLC | 0.20% | Add +9.1% | 18,994 | $1.1M |
| Cozad Asset Management Inc. | 0.08% | Reduce -3.1% | 18,873 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.5% | 18,818 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +49.9% | 18,787 | $1.1M |
| Cascades Capital Asset Management, LLC | 0.46% | Reduce -14.9% | 18,772 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +8.8% | 18,447 | $1.1M |
| Beckerman Institutional, LLC | 0.60% | Reduce -5.0% | 18,574 | $1.1M |
| Studio Investment Management LLC | 0.19% | Add +7.7% | 18,382 | $1.1M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -44.3% | 18,332 | $1.0M |
| Cathy Pareto & Associates, Inc. | 0.73% | Reduce -14.8% | 18,305 | $1.0M |
| Westbourne Investment Advisors, Inc. | 0.29% | Add +5.2% | 18,300 | $1.0M |
| Intrua Financial, LLC | 0.11% | Reduce -36.8% | 18,268 | $1.0M |
| Sunbelt Securities, Inc. | 0.07% | Reduce -16.6% | 18,222 | $1.0M |
| Winebrenner Capital Management LLC | 0.69% | Reduce -20.9% | 18,213 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -17.3% | 17,956 | $1.0M |
| Legacy Financial Strategies, LLC | 0.18% | Reduce -17.3% | 17,925 | $1.0M |
| Aviance Capital Partners, LLC | 0.12% | Add +5.7% | 17,922 | $1.0M |
| SevenBridge Financial Group, LLC | 0.17% | Reduce -21.4% | 17,503 | $1.0M |
| Mainsail Asset Management, LLC | 0.43% | Add +0.7% | 17,549 | $1.0M |
| Marion Wealth Management | 0.22% | Reduce -5.9% | 17,198 | $1.0M |
| Wellington-Altus USA Inc. | 0.74% | — | 17,495 | $1.0M |
| Next Level Private LLC | 0.26% | Reduce -73.0% | 17,492 | $1.0M |
| Nvwm, LLC | 0.22% | Add +3.7% | 17,418 | $997K |
| Prosperity Wealth Management, Inc. | 0.33% | Reduce -9.0% | 17,384 | $995K |
| ProCore Advisors, LLC | 1.02% | — | 17,350 | $993K |
| Meridian Financial Advisors, LLC | 0.54% | Add +64.3% | 17,250 | $987K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -30.3% | 17,071 | $977K |
| Unique Wealth, LLC | 0.14% | Reduce -10.0% | 17,064 | $977K |
| Gilpin Wealth Management, LLC | 0.77% | — | 16,909 | $968K |
| Independence Asset Advisors, LLC | 0.53% | Add +35.3% | 16,780 | $968K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | Add +17.4% | 16,755 | $965K |
| OMNI 360 Wealth, Inc. | 0.49% | Reduce -11.8% | 16,535 | $965K |
| Sovran Advisors, LLC | 0.08% | Reduce -63.1% | 16,469 | $962K |
| Auour Investments LLC | 0.31% | Add +32.9% | 16,808 | $962K |
| Tactive Advisors, LLC | 0.28% | Add +0.7% | 16,788 | $961K |
| Jupiter Wealth Management LLC | 0.43% | No change | 16,250 | $959K |
| L & S Advisors Inc | 0.10% | Add +9.5% | 16,679 | $955K |
| Collaborative Wealth Managment Inc. | 0.34% | Add +192.9% | 16,605 | $950K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -71.8% | 16,565 | $948K |
| Cypress Capital Management LLC (WY) | 0.91% | Reduce -32.4% | 16,260 | $938K |
| Bay Rivers Group | 0.38% | Add +35.9% | 16,342 | $935K |
| Pointe Capital Management LLC | 0.46% | Reduce -6.1% | 16,290 | $932K |
| Cardiff Park Advisors, LLC | 0.08% | Reduce -13.2% | 16,261 | $931K |
| Argyle Capital Partners, LLC | 0.68% | Reduce -10.9% | 16,260 | $931K |
| Endeavor Private Wealth, Inc. | 0.27% | Add +11.9% | 16,139 | $931K |
| Kraematon Investment Advisors, Inc. | 0.74% | Reduce -49.9% | 16,240 | $930K |
| Brasada Capital Management, LP | 0.16% | Reduce -2.9% | 16,214 | $929K |
| Atlantic Private Wealth, LLC | 0.59% | Add +34.4% | 16,206 | $928K |
| Benchmark Financial Wealth Advisors, LLC | 0.27% | Reduce -17.9% | 16,135 | $924K |
| IAM Advisory, LLC | 0.21% | Add +1.4% | 16,132 | $923K |
| Skyline Advisors, Inc. | 0.31% | Add +9.2% | 16,064 | $919K |
| Portfolio Strategies, Inc. | 0.11% | Reduce -55.6% | 16,060 | $919K |
| Savvy Advisors, Inc. | 0.03% | Add +34.3% | 15,991 | $915K |
| Aft, Forsyth & Company, Inc. | 0.39% | Reduce -1.4% | 15,976 | $914K |
| MRA Advisory Group | 0.38% | Add +14.0% | 15,906 | $910K |
| Signature Equity Partners, LLC | 0.50% | — | 15,902 | $910K |
| CGN Advisors LLC | 0.07% | Add +2.0% | 15,533 | $889K |
| Pincus Capital Management, LP | 0.59% | — | 15,500 | $887K |
| Concorde Asset Management, LLC | 0.35% | Reduce -8.2% | 15,494 | $887K |
| Axis Wealth Partners, LLC | 0.49% | Add +3.2% | 15,486 | $886K |
| FineMark National Bank & Trust | 0.03% | Add +46.0% | 15,477 | $886K |
| Menard Financial Group LLC | 0.61% | Reduce -3.0% | 15,409 | $882K |
| Fiduciary Group, LLC | 0.07% | Add +10.3% | 15,407 | $882K |
| Independent Investors Inc. | 0.16% | No change | 15,211 | $871K |
| Marshall Financial Group, LLC | 0.17% | Reduce -5.8% | 15,147 | $867K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +40.9% | 15,072 | $863K |
| Carnegie Lake Advisors LLC | 0.33% | Reduce -0.7% | 15,027 | $860K |
| Cassady Wealth & Retirement Planning, LLC | 0.56% | — | 14,880 | $852K |
| Crescent Grove Advisors, LLC | 0.08% | Add +163.6% | 14,798 | $850K |
| Athena Wealth Management, LLC | 0.83% | — | 14,832 | $849K |
| Apollon Financial, LLC | 0.12% | Add +37.0% | 14,797 | $847K |
| American Capital Advisory, LLC | 0.36% | Reduce -2.3% | 14,613 | $836K |
| Ritholtz Wealth Management | 0.02% | New | 14,579 | $835K |
| Fidelis Wealth Advisors LLC | 1.20% | — | 14,496 | $830K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -14.1% | 14,404 | $824K |
| Elevatus Welath Management | 0.23% | Add +7.0% | 14,402 | $824K |
| Advance Capital Management, Inc. | 0.03% | Reduce -17.8% | 14,306 | $819K |
| Tranquility Partners, LLC | 0.29% | Reduce -5.0% | 14,289 | $818K |
| Keating Financial Advisory Services, Inc. | 0.11% | — | 14,232 | $815K |
| Capstone Financial Advisors, Inc. | 0.04% | Reduce -2.1% | 14,225 | $814K |
| Legacy Bridge, LLC | 0.33% | Add +2.2% | 14,197 | $813K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +2.1% | 14,166 | $811K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Reduce -10.6% | 13,668 | $798K |
| Resolute Wealth Strategies, LLC | 0.35% | Reduce -1.8% | 13,928 | $797K |
| Wealth Watch Advisors, INC | 0.29% | New | 13,854 | $793K |
| Essential Investment Partners LLC | 0.75% | — | 13,840 | $792K |
| Alliance Wealth Advisors, LLC | 0.38% | Add +5.3% | 13,821 | $791K |
| Compound Planning, Inc. | 0.02% | Reduce -9.6% | 13,756 | $787K |
| Harbor Asset Planning, Inc. | 0.67% | Add +8.8% | 13,741 | $787K |
| Forteris Wealth Management Inc. | 0.77% | — | 13,691 | $784K |
| Private Wealth Asset Management, LLC | 0.09% | Add +69.4% | 13,678 | $783K |
| Florida Financial Advisors, LLC | 0.21% | Add +7.5% | 13,625 | $780K |
| Platform Technology Partners | 0.17% | Add +30.3% | 13,620 | $780K |
| Red Crane Wealth Management, LLC | 0.64% | Add +0.3% | 13,580 | $777K |
| Arete Wealth Advisors, LLC | 0.05% | Add +1.8% | 13,529 | $774K |
| Prosperity Financial Group, Inc. | 0.28% | Reduce -75.7% | 13,471 | $771K |
| Maridea Wealth Management LLC | 0.12% | Add +245.5% | 13,431 | $769K |
| Blue Chip Partners, LLC | 0.06% | Reduce -32.6% | 13,313 | $762K |
| Leo Wealth, LLC | 0.05% | New | 13,233 | $757K |
| Encompass More Asset Management | 0.14% | Add +211.2% | 13,228 | $757K |
| Tandem Financial, LLC | 0.91% | Reduce -17.3% | 13,064 | $757K |
| Rockingstone Advisors LLC | 0.34% | Add +0.8% | 13,215 | $756K |
| Lionsbridge Wealth Management LLC | 0.77% | Reduce -58.6% | 13,211 | $756K |
| XY Planning Network, Inc. | 0.13% | New | 13,118 | $751K |
| CRA Financial Services, LLC | 0.10% | Add +55.9% | 13,099 | $750K |
| TopTier Wealth Management, LLC | 0.50% | — | 12,950 | $741K |
| Wellington Shields Capital Management, LLC | 0.11% | Add +0.0% | 12,930 | $740K |
| Integrated Wealth Management | 0.83% | — | 12,912 | $739K |
| Fortis Group Advisors, LLC | 0.12% | Reduce -1.3% | 12,604 | $738K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -2.4% | 12,874 | $737K |
| Ascentis Wealth Management, LLC | 0.19% | Add +8.5% | 12,820 | $735K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -10.5% | 12,834 | $735K |
| Dana Investment Advisors, Inc. | 0.02% | Add +126.5% | 12,831 | $734K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.5% | 12,747 | $730K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | Reduce -12.7% | 12,667 | $725K |
| Lakeridge Wealth Management LLC | 0.33% | Add +1.8% | 12,609 | $722K |
| Cascade Financial Partners, LLC | 0.07% | Add +37.0% | 12,591 | $721K |
| Zions Bancorporation, National Association | 0.03% | Add +4.6% | 12,550 | $718K |
| Laraway Financial Advisors Inc | 0.47% | Add +26.3% | 12,546 | $718K |
| Wesbanco Bank Inc. | 0.02% | Add +5.8% | 12,544 | $718K |
| NBT Bank, N.A. | 0.05% | Add +33.8% | 10,280 | $715K |
| Pennsylvania Capital Management Inc. | 0.20% | Reduce -52.7% | 12,478 | $714K |
| Park Place Capital Corp | 0.15% | Add +87.3% | 12,331 | $706K |
| Pegasus Asset Management, Inc. | 0.22% | Add +10.2% | 12,310 | $705K |
| West Bancorporation Inc. | 0.37% | Reduce -2.8% | 12,300 | $704K |
| Cypress Wealth Services, LLC | 0.10% | New | 12,267 | $702K |
| Madison Wealth Partners, Inc | 0.13% | Reduce -4.7% | 12,252 | $701K |
| New Insight Wealth Advisors | 0.25% | Add +104.1% | 12,252 | $701K |
| Innovative Advisory Group, LLC | 0.46% | Reduce -0.6% | 12,201 | $698K |
| Guided Capital Wealth Management, LLC | 0.48% | New | 11,986 | $686K |
| Balboa Wealth Partners | 0.11% | Reduce -10.7% | 11,958 | $684K |
| Arcus Capital Partners, LLC | 0.24% | Add +0.2% | 11,860 | $679K |
| Grandview Asset Management LLC | 0.19% | Reduce -4.1% | 11,816 | $676K |
| Lighthouse Financial Services Inc. | 0.16% | — | 11,783 | $674K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +15.4% | 11,767 | $674K |
| Personal Cfo Solutions, LLC | 0.11% | Reduce -26.5% | 11,703 | $670K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +11.9% | 11,501 | $659K |
| Latitude Advisors, LLC | 0.29% | Reduce -5.7% | 11,494 | $658K |
| Bluedoor Private Wealth, LLC | 0.30% | — | 11,476 | $657K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Reduce -8.8% | 11,344 | $649K |
| Colonial Trust Co / SC | 0.09% | No change | 11,294 | $646K |
| Atticus Wealth Management, LLC | 0.16% | Add +14.1% | 11,287 | $646K |
| Darden Wealth Group Inc | 0.31% | Add +2.5% | 11,225 | $643K |
| Greenwood Capital Associates LLC | 0.07% | Add +1.8% | 11,122 | $637K |
| Trust Co | 0.06% | Add +10.5% | 11,117 | $636K |
| Activest Wealth Management | 0.12% | Add +0.5% | 11,083 | $634K |
| Park National Corp. | 0.02% | Add +41.8% | 11,003 | $630K |
| Harvest Investment Services, LLC | 0.12% | Add +14.0% | 10,986 | $629K |
| Fortune Financial Group, Inc. | 0.61% | — | 10,788 | $625K |
| Plan Group Financial, LLC | 0.16% | Add +56.1% | 10,851 | $621K |
| Formidable Asset Management, LLC | 0.09% | Add +9.0% | 10,825 | $618K |
| Evolution Wealth Advisors, LLC | 0.06% | Reduce -42.6% | 10,715 | $613K |
| Rwa Wealth Partners, LLC | 0.01% | Add +14.1% | 10,612 | $607K |
| Venture Visionary Partners LLC | 0.02% | Reduce -2.1% | 10,599 | $607K |
| Hixon Zuercher, LLC | 0.18% | Reduce -8.4% | 10,570 | $605K |
| Stenger Family Office, LLC | 0.12% | New | 10,558 | $604K |
| PVG Asset Management Corp. | 1.28% | Add +2.4% | 10,538 | $603K |
| Fiduciary Trust Co | 0.01% | Add +8.7% | 10,421 | $596K |
| Delta Investment Management, LLC | 0.10% | Reduce -15.3% | 10,420 | $596K |
| Camelot Portfolios, LLC | 0.37% | Reduce -5.0% | 10,401 | $595K |
| BCS Wealth Management | 0.06% | Add +117.9% | 10,336 | $592K |
| Aurdan Capital Management, LLC | 0.18% | No change | 10,263 | $587K |
| Tradewinds, LLC. | 0.14% | Add +0.3% | 10,245 | $586K |
| American Money Management, LLC | 0.09% | Add +3.7% | 10,221 | $585K |
| Sanders Morris Harris LLC | 0.90% | Reduce -26.4% | 10,072 | $584K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -2.8% | 10,191 | $583K |
| First Commonwealth Financial Corp | 0.10% | Reduce -24.6% | 10,177 | $583K |
| Monument Capital Management | 0.14% | Reduce -26.6% | 10,109 | $579K |
| Sterling Manor Financial, LLC | 0.36% | Add +18.9% | 10,068 | $576K |
| Fortis Advisors, LLC | 0.32% | Add +1.9% | 10,027 | $574K |
| Mattern Wealth Management LLC | 0.11% | Add +2.6% | 9,954 | $570K |
| Cherry Creek Investment Advisors, Inc. | 0.24% | Reduce -23.9% | 9,941 | $569K |
| LVZ, Inc. | 0.06% | Add +17.9% | 9,910 | $567K |
| Realta Investment Advisors | 0.18% | Add +17.7% | 9,820 | $562K |
| FMR LLC | 0.00% | Add +1295.5% | 9,810 | $562K |
| Johnson & White Wealth Management, LLC | 0.24% | Add +1.2% | 9,786 | $560K |
| Jefferies Financial Group Inc. | 0.00% | New | 9,774 | $559K |
| Detalus Advisors, LLC | 0.14% | Reduce -12.9% | 9,758 | $559K |
| Clearwave Capital, LLC | 0.41% | — | 9,745 | $558K |
| Fisher Asset Management | 0.00% | New | 9,663 | $553K |
| Rothschild Wealth LLC | 0.05% | Add +36.7% | 9,632 | $551K |
| Key Financial Inc | 0.10% | Add +1.2% | 9,601 | $550K |
| Plus Group Wealth Advisors LLC | 0.61% | — | 9,567 | $548K |
| KFA Private Wealth Group, LLC | 0.13% | Reduce -16.8% | 9,515 | $545K |
| KKM Financial LLC | 0.10% | Reduce -10.2% | 9,462 | $542K |
| One Capital Management, LLC | 0.02% | Reduce -8.4% | 9,443 | $541K |
| Regatta Capital Group, LLC | 0.08% | Add +5.8% | 9,410 | $539K |
| Endowment Wealth Management, Inc. | 0.25% | Add +3.0% | 9,385 | $537K |
| Quartz Partners, LLC | 0.20% | Reduce -6.2% | 9,367 | $536K |
| Fiduciary Alliance LLC | 0.03% | Add +6.9% | 9,299 | $532K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -38.4% | 9,250 | $529K |
| Sherman Wealth Management LLC | 0.46% | — | 9,165 | $525K |
| Maripau Wealth Management LLC | 0.24% | Add +56.0% | 9,198 | $524K |
| Advyzon Investment Management, LLC | 0.06% | New | 9,077 | $520K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -28.2% | 8,943 | $519K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +1.4% | 8,991 | $518K |
| Oakmont Advisory Group, LLC | 0.55% | — | 9,052 | $518K |
| JM2 Capital Inc. | 0.42% | — | 9,036 | $517K |
| HM Payson & Co. | 0.01% | Add +65.0% | 8,950 | $512K |
| Comprehensive Financial Planning, Inc. | 0.34% | Add +2.3% | 8,902 | $510K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.17% | Reduce -1.5% | 8,846 | $506K |
| Crumly & Associates Inc. | 0.11% | Reduce -0.1% | 8,837 | $506K |
| Matisse Capital | 0.22% | Add +0.7% | 8,765 | $502K |
| Corps Capital Advisors, LLC | 0.52% | Add +42.0% | 8,731 | $500K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -16.3% | 8,663 | $496K |
| Nicolet Bankshares Inc. | 0.08% | New | 8,631 | $494K |
| Sincerus Advisory, LLC | 0.40% | Add +0.3% | 8,627 | $494K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -17.3% | 8,617 | $493K |
| 4J Wealth Management LLC | 0.28% | No change | 8,604 | $492K |
| Odyssey Capital Advisors, Inc. | 0.43% | — | 8,554 | $490K |
| Riverchase Wealth Management, LLC | 0.26% | Add +0.4% | 8,474 | $485K |
| Capasso Planning Partners LLC | 0.27% | Add +0.3% | 8,466 | $485K |
| Shum Financial Group, Inc. | 0.35% | Add +1.1% | 8,448 | $484K |
| Brookwood Investment Group LLC | 0.06% | Add +1.4% | 8,444 | $483K |
| Red Door Wealth Management, LLC | 0.05% | Add +66.7% | 8,419 | $482K |
| MSH Capital Advisors LLC | 0.10% | New | 8,370 | $479K |
| Bison Wealth, LLC | 0.05% | Add +30.1% | 8,492 | $476K |
| American Financial Advisors, LLC | 0.06% | Reduce -0.6% | 8,319 | $476K |
| Tompkins Financial Corp. | 0.04% | Add +0.8% | 8,308 | $476K |
| Keybank National Association | 0.00% | New | 8,273 | $474K |
| Stegent Equity Advisors, Inc. | 0.36% | No change | 8,168 | $468K |
| Modera Wealth Management, LLC | 0.01% | Reduce -2.2% | 8,161 | $467K |
| Coquina Private Wealth LLC | 0.37% | — | 8,159 | $467K |
| Texas Yale Capital Corp. | 0.01% | Add +6.5% | 8,150 | $467K |
| WealthSpring Partners, LLC | 0.48% | — | 8,126 | $465K |
| Selby Wealth Management, LLC | 0.19% | — | 8,118 | $465K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | Reduce -8.8% | 8,103 | $464K |
| Hilltop Holdings Inc. | 0.03% | Reduce -30.4% | 8,005 | $458K |
| Orleans Capital Management Corp. | 0.28% | New | 8,000 | $458K |
| Accredited Investors Inc. | 0.02% | Add +3.9% | 7,995 | $458K |
| Dover Advisors, LLC | 0.18% | Reduce -45.8% | 7,918 | $457K |
| VestGen Advisors, LLC | 0.02% | Reduce -58.3% | 7,957 | $455K |
| Fearless Solutions, LLC dba Best Invest | 0.28% | Add +5.4% | 7,945 | $455K |
| Certior Financial Group, LLC | 0.31% | Add +26.8% | 7,920 | $453K |
| Consilium Wealth Advisory, LLC | 0.17% | No change | 7,911 | $453K |
| Bright Futures Wealth Management, LLC. | 0.34% | Reduce -63.4% | 7,905 | $452K |
| McAdam, LLC | 0.02% | Add +10.7% | 7,788 | $446K |
| Ashton Thomas Securities, LLC | 0.08% | Reduce -3.1% | 7,640 | $437K |
| SimpliFi, Inc. | 0.18% | Add +1.9% | 7,635 | $437K |
| Oak Barrel Wealth Advisory LLC | 0.26% | — | 7,606 | $435K |
| Rolek Wealth Management LLC | 0.30% | New | 7,542 | $432K |
| Hurley Capital, LLC | 0.24% | Reduce -17.2% | 7,530 | $431K |
| Chapman Financial Group, LLC | 0.29% | Reduce -19.5% | 7,528 | $431K |
| Vickerman Investment Advisors, Inc. | 0.09% | New | 7,522 | $431K |
| Entelevest, LLC | 0.44% | — | 7,501 | $429K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -19.6% | 7,497 | $429K |
| Capital Planning LLC | 0.12% | Reduce -29.6% | 7,397 | $427K |
| Choate Investment Advisors | 0.01% | No change | 7,435 | $426K |
| TAGStone Capital, Inc. | 0.16% | Add +1.9% | 7,346 | $424K |
| Titleist Asset Management, LLC | 0.03% | New | 7,365 | $422K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +1.8% | 7,361 | $421K |
| Leigh Baldwin & Co., LLC | 0.27% | Add +4.5% | 7,284 | $417K |
| 49 Wealth Management, LLC | 0.03% | Reduce -91.1% | 7,284 | $417K |
| Venturi Wealth Management, LLC | 0.02% | Add +24.3% | 7,201 | $412K |
| Stablepoint Partners, LLC | 0.06% | Add +6.3% | 7,134 | $408K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +12.5% | 7,114 | $407K |
| National Bank of Canada | 0.00% | Reduce -17.9% | 7,109 | $407K |
| Capital City Trust Co. | 0.09% | No change | 7,104 | $407K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -12.1% | 7,243 | $406K |
| WFA of San Diego, LLC | 0.30% | Reduce -2.5% | 7,070 | $405K |
| Orgel Wealth Management, LLC | 0.01% | Add +19.8% | 7,061 | $404K |
| Thompson Davis & Co., Inc. | 0.24% | Reduce -7.0% | 7,050 | $404K |
| Debussy Capital Management LP | 0.05% | Reduce -15.6% | 7,040 | $403K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 7,040 | $403K |
| Advisory Advocates, LLC | 0.40% | — | 7,010 | $401K |
| Bank of New Hampshire | 0.09% | Reduce -53.3% | 7,000 | $401K |
| Reliant Wealth Planning | 0.12% | Reduce -19.7% | 6,962 | $399K |
| Arax Advisory Partners | 0.01% | New | 6,957 | $398K |
| Commerce Bank | 0.00% | Reduce -18.5% | 6,953 | $398K |
| Winch Advisory Services, LLC | 0.09% | No change | 6,922 | $396K |
| Sepio Capital, LP | 0.02% | Add +49.6% | 6,908 | $395K |
| Columbia Asset Management | 0.07% | No change | 6,894 | $395K |
| Waller Financial Planning Group, Inc. | 0.09% | Reduce -10.4% | 6,855 | $392K |
| Columbia Advisory Partners LLC | 0.27% | Reduce -52.6% | 6,853 | $392K |
| Wealth Management Partners, LLC | 0.11% | Add +9.2% | 6,823 | $391K |
| Beck Bode, LLC | 0.06% | Reduce -7.4% | 6,780 | $388K |
| Vigil Wealth Management, LLC | 0.32% | — | 6,744 | $386K |
| Trustmark Bank Trust Department | 0.02% | Add +4.7% | 6,737 | $386K |
| Curi Capital, LLC | 0.01% | Reduce -35.5% | 6,672 | $385K |
| Liberty Wealth Management LLC | 0.05% | Reduce -10.3% | 6,752 | $384K |
| Cooper Capital Advisors LLC | 0.24% | Reduce -24.3% | 6,682 | $382K |
| Westside Investment Management, Inc. | 0.06% | Add +3.1% | 6,670 | $382K |
| Z3 Capital Partners, LLC | 0.09% | — | 6,675 | $382K |
| Optima Capital LLC | 0.17% | Reduce -78.1% | 6,642 | $382K |
| Alteri Wealth LLC | 0.12% | Add +4.6% | 6,649 | $381K |
| Southland Equity Partners LLC | 0.07% | Reduce -6.9% | 6,613 | $379K |
| GAMMA Investing LLC | 0.02% | Reduce -19.1% | 6,613 | $379K |
| Signaturefd, LLC | 0.01% | Add +5.3% | 6,612 | $378K |
| Sentinel Pension Advisors, LLC | 0.06% | Add +24.4% | 6,561 | $376K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,555 | $375K |
| Oregon Pacific Wealth Management, LLC | 0.39% | Reduce -7.0% | 6,549 | $375K |
| Virtue Capital Management, LLC | 0.06% | Add +517.3% | 6,506 | $373K |
| Mission Hills Financial Advisory, LLC | 0.20% | Add +7.1% | 6,510 | $373K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -38.5% | 6,508 | $373K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | Add +2.7% | 6,449 | $369K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +1.5% | 6,437 | $368K |
| Alexander Labrunerie & Co., Inc. | 0.13% | Add +65.7% | 6,375 | $365K |
| Mascagni Wealth Management, Inc. | 0.27% | Reduce -31.4% | 6,368 | $365K |
| Simplicity Wealth,LLC | 0.02% | Reduce -83.9% | 6,358 | $364K |
| Argent Advisors, Inc. | 0.10% | No change | 6,354 | $364K |
| Reicon Wealth Advisors, LLC | 0.26% | — | 6,280 | $359K |
| Legacy Wealth Management, LLC / MS | 0.10% | No change | 6,267 | $359K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 6,251 | $358K |
| NavPoint Financial, Inc. | 0.15% | Add +21.3% | 6,247 | $358K |
| Nicolet Advisory Services, LLC | 0.02% | Add +6.7% | 6,124 | $357K |
| Bailard, Inc. | 0.01% | No change | 6,236 | $357K |
| Advisor Resource Council | 0.13% | New | 6,067 | $354K |
| Meridian Financial Partners LLC | 0.14% | Reduce -32.3% | 6,049 | $352K |
| Elevate Capital Advisors, LLC | 0.23% | Add +0.3% | 6,123 | $351K |
| Patron Partners, LLC | 0.16% | Add +39.8% | 6,110 | $350K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | Add +1.8% | 6,087 | $348K |
| EPG Wealth Management LLC | 0.09% | Add +3.6% | 6,066 | $347K |
| Core Wealth Partners LLC | 0.16% | New | 6,033 | $345K |
| 1900 Wealth Management LLC | 0.02% | Reduce -2.5% | 6,014 | $344K |
| Tepp RIA, LLC | 0.34% | Reduce -5.7% | 6,008 | $344K |
| Welch Financial Planning, LLC | 0.25% | — | 5,985 | $343K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -7.5% | 5,920 | $339K |
| Crux Wealth Advisors | 0.12% | Add +1.0% | 5,810 | $333K |
| Global Financial Private Client, LLC | 0.12% | Add +9.1% | 5,800 | $332K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 5,755 | $329K |
| Fortress Financial Group, LLC | 0.24% | Add +1.9% | 5,742 | $329K |
| Fortis Capital Advisors, LLC | 0.05% | Reduce -45.4% | 5,738 | $328K |
| Comprehensive Money Management Services LLC | 0.23% | Add +5.6% | 5,733 | $328K |
| Chris Bulman Inc | 0.14% | Add +0.8% | 5,668 | $324K |
| Ieq Capital, LLC | 0.00% | New | 5,665 | $324K |
| Hengehold Capital Management LLC | 0.03% | Add +1.1% | 5,625 | $322K |
| Pinnacle Family Advisors, LLC | 0.14% | Reduce -19.2% | 5,624 | $322K |
| Quattro Financial Advisors LLC | 0.10% | No change | 5,598 | $320K |
| Oarsman Capital, Inc. | 0.04% | Add +29.2% | 5,595 | $320K |
| Northland Securities, Inc. | 0.31% | — | 5,585 | $320K |
| Mission Wealth Management, LP | 0.01% | Reduce -26.3% | 5,575 | $319K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +1.9% | 5,534 | $317K |
| LWM Advisory Services, LLC | 0.18% | New | 5,515 | $316K |
| 1620 Investment Advisors, Inc. | 0.21% | Add +1428.9% | 5,504 | $315K |
| Renasant Bank | 0.21% | New | 5,492 | $314K |
| Clear Point Advisors Inc. | 0.24% | Add +1.6% | 5,488 | $314K |
| KLCM Advisors, Inc. | 0.03% | New | 5,445 | $312K |
| Cape Investment Advisory, Inc. | 0.10% | Add +190.9% | 5,440 | $311K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.2% | 5,436 | $311K |
| Glen Eagle Advisors, LLC | 0.04% | Add +19.4% | 5,423 | $310K |
| Kuhn & Co Investment Counsel | 0.21% | No change | 5,400 | $309K |
| Cypress Capital Group | 0.03% | No change | 5,400 | $309K |
| Lodestar Private Asset Management LLC | 0.03% | Reduce -1.6% | 5,394 | $309K |
| Gaddis Premier Wealth Advisors LLC | 0.23% | — | 5,374 | $308K |
| NorthRock Partners, LLC | 0.01% | Reduce -16.3% | 5,356 | $307K |
| Staley Capital Advisers Inc. | 0.01% | Add +1.2% | 5,345 | $306K |
| SP Asset Management LLC | 0.02% | Add +1.3% | 5,341 | $306K |
| AIFG Consultants Ltd. | 0.52% | Reduce -87.8% | 5,339 | $306K |
| Redwood Family Wealth LLC | 0.30% | — | 5,268 | $302K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -11.8% | 5,232 | $301K |
| SageView Advisory Group, LLC | 0.01% | Add +16.1% | 5,217 | $299K |
| BOS Asset Management, LLC | 0.08% | No change | 5,213 | $298K |
| Solidarity Wealth, LLC | 0.06% | Reduce -0.2% | 5,005 | $292K |
| Hudock, Inc. | 0.04% | Add +4.3% | 5,100 | $292K |
| Hamilton Wealth, LLC | 0.06% | New | 5,090 | $291K |
| Balefire, LLC | 0.06% | Reduce -2.4% | 5,071 | $290K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +9.9% | 5,067 | $290K |
| Adalta Capital Management LLC | 0.13% | No change | 5,000 | $288K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 5,020 | $287K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +290.9% | 4,984 | $285K |
| Equity Wealth Partners, LLC | 0.18% | Reduce -8.8% | 4,959 | $284K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 4,951 | $283K |
| WESPAC Advisors, LLC | 0.15% | Reduce -0.9% | 4,927 | $282K |
| Midwest Financial Group LLC | 0.12% | Add +10.7% | 4,926 | $282K |
| First Trust Advisors LP | 0.00% | Reduce -0.3% | 4,906 | $281K |
| ZEGA Investments, LLC | 0.05% | Reduce -89.5% | 4,896 | $280K |
| Finivi Inc. | 0.16% | New | 4,896 | $280K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Add +18.1% | 4,892 | $280K |
| Element Wealth, LLC | 0.12% | Reduce -7.8% | 4,889 | $280K |
| Dudley Capital Management, LLC | 0.12% | Reduce -0.0% | 4,872 | $279K |
| Private Capital Advisors, Inc. | 0.03% | Reduce -24.5% | 4,823 | $276K |
| Summit Wealth & Retirement Planning, Inc. | 0.06% | No change | 4,810 | $275K |
| Smith Thornton Advisors LLC | 0.14% | Add +1.3% | 4,802 | $275K |
| Transce3nd, LLC | 2.21% | Reduce -0.1% | 4,679 | $274K |
| Annex Advisory Services, LLC | 0.01% | Reduce -53.3% | 4,775 | $273K |
| Gallacher Capital Management LLC | 0.11% | Reduce -26.0% | 4,769 | $273K |
| AlTi Global, Inc. | 0.01% | No change | 4,728 | $273K |
| Wills Financial Group LLC | 0.10% | Reduce -4.1% | 4,711 | $270K |
| Meriwether Wealth & Planning, LLC | 0.15% | Reduce -10.3% | 4,678 | $268K |
| Wetzel Investment Advisors, Inc. | 0.11% | Add +29.0% | 4,631 | $267K |
| Bridgewater Advisors Inc. | 0.02% | No change | 4,588 | $267K |
| QTR Family Wealth, LLC | 0.12% | No change | 4,500 | $266K |
| Able Wealth Management LLC | 0.08% | Reduce -11.9% | 4,610 | $264K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +72.1% | 4,558 | $261K |
| RPS Advisory Solutions LLC | 0.12% | Reduce -2.8% | 4,542 | $260K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -32.3% | 4,533 | $259K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.6% | 4,518 | $259K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -24.1% | 4,512 | $258K |
| Forum Financial Management, LP | 0.00% | Add +10.3% | 4,491 | $257K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +1.4% | 4,487 | $257K |
| Sonata Capital Group Inc. | 0.09% | Add +0.1% | 4,476 | $256K |
| 17 Capital Partners, LLC | 0.13% | New | 4,468 | $256K |
| Atlas Brown,Inc. | 0.08% | Reduce -0.6% | 4,460 | $255K |
| Welch Group, LLC | 0.01% | Add +0.3% | 4,454 | $255K |
| Landmark Wealth Management, LLC | 0.10% | Add +2.6% | 4,439 | $254K |
| Nautilus Advisors LLC | 0.16% | Add +0.2% | 4,413 | $253K |
| Leverty Financial Group, LLC | 0.06% | Add +21.6% | 4,391 | $251K |
| South Shore Capital Advisors | 0.18% | — | 4,362 | $250K |
| Relyea Zuckerberg Hanson LLC | 0.03% | Add +0.9% | 4,354 | $249K |
| Novare Capital Management LLC | 0.02% | Reduce -41.9% | 4,305 | $246K |
| Beta Wealth Group, Inc. | 0.10% | Reduce -46.0% | 4,301 | $246K |
| Chatterton & Associates Inc. | 0.21% | — | 4,299 | $246K |
| BNB Wealth Management, LLC | 0.16% | — | 4,258 | $244K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 4,233 | $242K |
| Penbrook Management LLC | 0.17% | Reduce -2.3% | 4,225 | $242K |
| Embree Financial Group | 0.03% | Reduce -27.0% | 4,218 | $241K |
| WealthTrust Axiom LLC | 0.06% | New | 4,190 | $240K |
| WESPAC Advisors SoCal, LLC | 0.05% | Add +4.3% | 4,178 | $239K |
| Ascentis Independent Advisors | 0.04% | New | 4,177 | $239K |
| TFB Advisors LLC | 0.07% | Add +3.7% | 4,174 | $239K |
| Miramontes Capital, LLC | 0.08% | — | 4,155 | $238K |
| West Wealth Group, LLC | 0.05% | Reduce -16.4% | 4,137 | $237K |
| Insight 2811, Inc. | 0.10% | Reduce -10.9% | 4,105 | $235K |
| Fortem Financial Group, LLC | 0.06% | No change | 4,082 | $234K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Reduce -2.1% | 4,052 | $232K |
| Aspen Wealth Strategies, LLC | 0.13% | Add +4.5% | 4,044 | $231K |
| First National Trust Co | 0.01% | No change | 4,043 | $231K |
| BLB&B Advisors, LLC | 0.01% | Reduce -5.8% | 4,021 | $230K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -16.6% | 4,020 | $230K |
| Atlatl Advisers LLC | 0.09% | No change | 4,014 | $230K |
| Angeles Wealth Management, LLC | 0.01% | Add +893.3% | 3,973 | $229K |
| Abel Hall, LLC | 0.05% | New | 4,000 | $229K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 3,961 | $228K |
| Lexington Hill Partners, LLC | 0.17% | — | 3,965 | $227K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -81.0% | 3,960 | $227K |
| KG Capital Management | 0.06% | Add +2.2% | 3,954 | $226K |
| MBL Wealth, LLC | 0.02% | New | 3,954 | $226K |
| Kelly Financial Group LLC | 0.06% | Add +9.5% | 3,915 | $226K |
| Nvest Financial, LLC | 0.09% | Add +1.9% | 3,933 | $225K |
| Thompson David Blair | 0.13% | — | 3,926 | $225K |
| Occidental Asset Management, LLC | 0.03% | New | 3,895 | $223K |
| Composition Wealth, LLC | 0.00% | Reduce -4.3% | 3,882 | $222K |
| Retirement Financial Solutions, LLC | 0.07% | Reduce -97.6% | 3,879 | $222K |
| A4 Wealth Advisors LLC | 0.19% | New | 3,877 | $222K |
| Cauble & Harre Wealth Management, Inc. | 0.19% | — | 3,848 | $222K |
| Accel Wealth Management | 0.06% | Reduce -32.9% | 3,873 | $222K |
| Stillwater Wealth Management Group | 0.15% | Add +2.6% | 3,870 | $222K |
| Coastline Trust Co | 0.02% | Add +95.3% | 3,868 | $221K |
| Cogent Private Wealth, Inc. | 0.17% | — | 3,861 | $221K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +0.0% | 3,856 | $221K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 3,855 | $221K |
| Roble, Belko & Company, Inc | 0.03% | Add +8.3% | 3,844 | $220K |
| Hidden Cove Wealth Management, LLC | 0.14% | New | 3,840 | $220K |
| ORG Partners LLC | 0.04% | New | 3,824 | $219K |
| Claris Financial LLC | 0.12% | New | 3,812 | $218K |
| Seelaus Asset Management LLC | 0.18% | No change | 3,800 | $218K |
| Gateway Wealth Partners, LLC | 0.02% | New | 3,797 | $217K |
| Norris Financial Group, LLC | 0.07% | No change | 3,776 | $216K |
| Royal Fund Management, LLC | 0.02% | New | 5,239 | $215K |
| Empirical Asset Management, LLC | 0.06% | Add +0.0% | 62,333 | $214K |
| Opinicus Capital, Inc. | 0.15% | New | 3,745 | $214K |
| Financial Perspectives, Inc | 0.06% | Add +0.9% | 3,732 | $214K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -44.3% | 3,723 | $213K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | Add +4.9% | 3,722 | $213K |
| SLT Holdings LLC | 0.14% | No change | 3,706 | $212K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 3,705 | $212K |
| Secure Asset Management, LLC | 0.03% | New | 3,696 | $212K |
| Obsidian Cio, LLC | 0.31% | Reduce -73.5% | 3,671 | $210K |
| Blankinship & Foster, LLC | 0.05% | New | 3,645 | $209K |
| Kaizen Financial Strategies | 0.09% | New | 3,643 | $209K |
| Tempus Wealth Planning, LLC | 0.05% | Reduce -81.3% | 3,639 | $208K |
| Friday Financial | 0.07% | No change | 3,620 | $207K |
| Atlas Wealth Partners, LLC | 0.23% | New | 3,585 | $206K |
| Kavar Capital Partners Group, LLC | 0.03% | New | 3,584 | $205K |
| HRC Wealth Management, LLC | 0.10% | New | 3,559 | $204K |
| Vontobel Holding Ltd. | 0.00% | New | 3,533 | $202K |
| Roman Butler Fullerton & Co. | 0.05% | New | 3,456 | $202K |
| Seven Mile Advisory | 0.04% | No change | 3,520 | $201K |
| Burford Brothers, Inc. | 0.08% | No change | 3,518 | $201K |
| Certuity, LLC | 0.01% | New | 3,506 | $201K |
| Ridgecrest Wealth Partners, LLC | 0.11% | Reduce -4.1% | 3,500 | $200K |
| Boyer Financial Services, Inc. | 0.21% | — | 3,495 | $200K |
| Bfsg, LLC | 0.02% | Add +0.6% | 3,465 | $198K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -19.2% | 3,258 | $187K |
| Private Trust Co. NA | 0.02% | No change | 3,045 | $174K |
| Wellington Shields & Co., LLC | 0.04% | Add +20.4% | 3,010 | $172K |
| Creative Financial Designs Inc. | 0.01% | Add +2.0% | 2,989 | $171K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -4.4% | 2,900 | $166K |
| Smithfield Trust Co | 0.01% | No change | 2,822 | $162K |
| Hilton Head Capital Partners, LLC | 0.09% | — | 2,815 | $161K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Reduce -3.8% | 2,828 | $161K |
| Ssa Swiss Advisors AG | 0.07% | No change | 2,659 | $152K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $148K |
| Millstone Evans Group, LLC | 0.09% | No change | 2,550 | $146K |
| Stone House Investment Management, LLC | 0.02% | Add +14.5% | 2,532 | $145K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 2,518 | $144K |
| Midwest Capital Advisors, LLC | 0.07% | Reduce -1.7% | 2,517 | $144K |
| Highline Wealth Partners LLC | 0.04% | Reduce -60.2% | 2,503 | $143K |
| Anfield Capital Management, LLC | 0.04% | Add +3.4% | 2,407 | $138K |
| Caitlin John, LLC | 0.09% | Reduce -46.8% | 2,330 | $133K |
| Navalign, LLC | 0.03% | New | 2,296 | $131K |
| Elyxium Wealth, LLC | 0.04% | New | 2,276 | $130K |
| Cedar Mountain Advisors, LLC | 0.02% | No change | 2,251 | $129K |
| Strive Financial Group ,LLC | 0.07% | — | 2,236 | $128K |
| Independence Bank of Kentucky | 0.02% | Reduce -83.0% | 2,157 | $123K |
| RMG Wealth Management LLC | 0.02% | New | 2,026 | $118K |
| Hollencrest Capital Management | 0.00% | No change | 2,060 | $118K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.2% | 1,984 | $114K |
| 3Chopt Investment Partners, LLC | 0.03% | Reduce -45.7% | 1,966 | $113K |
| Wellington Grp LLC | 0.04% | — | 1,980 | $113K |
| Canton Hathaway, LLC | 0.02% | No change | 1,950 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,900 | $109K |
| Elevation Wealth Partners, LLC | 0.04% | Add +1.9% | 1,868 | $107K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,856 | $106K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +3.8% | 1,765 | $101K |
| Luminist Capital LLC | 0.12% | Reduce -17.5% | 1,756 | $101K |
| eCIO, Inc. | 0.05% | New | 1,696 | $97K |
| Root Financial Partners, LLC | 0.00% | Reduce -7.6% | 1,659 | $95K |
| Bayban | 0.08% | — | 1,640 | $94K |
| Dunhill Financial, LLC | 0.03% | Reduce -4.0% | 1,602 | $92K |
| Montag A & Associates Inc. | 0.00% | Add +1.1% | 1,586 | $91K |
| Global Wealth Strategies & Associates | 0.02% | New | 1,575 | $90K |
| Colonial Trust Advisors | 0.01% | Add +1.3% | 1,572 | $90K |
| Peck Wealth Management, LLC | 0.08% | Add +0.3% | 1,501 | $86K |
| American National Bank & Trust | 0.01% | Reduce -77.9% | 1,500 | $86K |
| CX Institutional | 0.00% | Add +404.4% | 1,488 | $85K |
| Centerpoint Advisors, LLC | 0.03% | Add +22.8% | 1,456 | $83K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,373 | $79K |
| Valley National Advisers Inc. | 0.01% | No change | 1,319 | $75K |
| Russell Investments Group, Ltd. | 0.00% | Add +51.5% | 1,227 | $70K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 1,176 | $67K |
| Westfuller Advisors, LLC | 0.03% | Add +1.9% | 1,128 | $65K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 1,124 | $64K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.8% | 1,125 | $64K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 1,100 | $63K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.3% | 1,097 | $63K |
| Nalls Sherbakoff Group, LLC | 0.05% | No change | 1,095 | $63K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,082 | $62K |
| Imprint Wealth LLC | 0.28% | Add +204.7% | 1,039 | $59K |
| Caldwell Sutter Capital, Inc. | 0.03% | Add +2.0% | 1,038 | $59K |
| Legacy Wealth Managment, LLC | 0.03% | Reduce -7.9% | 1,026 | $59K |
| Pacifica Partners Inc. | 0.03% | No change | 1,000 | $57K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $57K |
| Truvestments Capital LLC | 0.01% | No change | 996 | $57K |
| VSM Wealth Advisory, LLC | 0.02% | Add +64.3% | 968 | $55K |
| Vision Financial Markets LLC | 0.05% | Add +1.9% | 887 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 50,366 | $50K |
| Friedenthal Financial | 0.03% | New | 869 | $50K |
| Financial Consulate, Inc. | 0.01% | Reduce -58.6% | 864 | $49K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 855 | $49K |
| Chelsea Counsel Co. | 0.02% | No change | 806 | $46K |
| Avalon Trust Co | 0.00% | No change | 800 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 786 | $45K |
| North Star Investment Management Corp. | 0.00% | Reduce -29.6% | 750 | $43K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 750 | $43K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 855 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $41K |
| FSA Advisors, Inc. | 0.03% | New | 18,438 | $41K |
| Sunrise Financial Services, LLC | 0.03% | — | 700 | $40K |
| Addison Advisors LLC | 0.01% | No change | 650 | $37K |
| Graney & King, LLC | 0.02% | New | 600 | $34K |
| BankPlus Trust Department | 0.01% | New | 596 | $34K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +3.3% | 540 | $32K |
| Raffa Wealth Management, LLC | 0.00% | No change | 530 | $30K |
| Monetary Solutions, Ltd | 0.03% | — | 529 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 520 | $30K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -68.2% | 519 | $30K |
| Investors Portfolio Services LLC | 0.03% | — | 505 | $29K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 504 | $29K |
| Eq Wealth Advisors, LLC | 0.02% | New | 504 | $29K |
| FNY Investment Advisers, LLC | 0.01% | New | 500 | $28K |
| Avion Wealth | 0.01% | Reduce -80.3% | 490 | $28K |
| 2UniFi Bank | 0.01% | No change | 483 | $28K |
| GGM Financial LLC | 0.01% | Reduce -62.5% | 463 | $27K |
| Providence Capital Advisors, LLC | 0.00% | New | 452 | $26K |
| Rice Partnership, LLC | 0.00% | Add +124.5% | 449 | $26K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.8% | 448 | $26K |
| Noble Wealth Management PBC | 0.01% | Reduce -63.3% | 428 | $24K |
| Abound Wealth Management | 0.01% | No change | 409 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $23K |
| Cornerstone Financial Management LLC | 0.02% | — | 400 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 400 | $23K |
| Chung Wu Investment Group, LLC | 0.02% | No change | 400 | $23K |
| Elevated Capital Advisors, LLC | 0.01% | New | 392 | $22K |
| Miller Wealth Advisors, LLC | 0.01% | Reduce -21.7% | 382 | $22K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -21.1% | 375 | $21K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 356 | $21K |
| Pittenger & Anderson Inc. | 0.00% | No change | 362 | $21K |
| Capital Investment Counsel, Inc | 0.00% | New | 350 | $20K |
| Resources Management Corp. /CT/ | 0.00% | No change | 350 | $20K |
| Lodestone Wealth Management LLC | 0.01% | New | 329 | $19K |
| Dogwood Wealth Management LLC | 0.01% | Add +2.2% | 325 | $19K |
| McGuire Capital Advisors Inc. | 0.01% | — | 322 | $18K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $17K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 291 | $17K |
| Evolution Wealth Management Inc. | 0.01% | Add +6.7% | 285 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 280 | $16K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 280 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 280 | $16K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 276 | $16K |
| WealthShield Partners, LLC | 0.00% | Reduce -15.5% | 267 | $15K |
| EFG International AG | 0.00% | — | 250 | $14K |
| Atwood & Palmer Inc. | 0.00% | Reduce -84.5% | 243 | $14K |
| United Financial Planning Group LLC | 0.01% | Add +555.6% | 236 | $14K |
| Rossby Financial, LCC | 0.00% | Add +2.0% | 208 | $12K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $11K |
| Compass Financial Services Inc | 0.00% | Reduce -50.0% | 198 | $11K |
| Chesapeake Asset Management LLC | 0.01% | Add +1.6% | 196 | $11K |
| IFC & Insurance Marketing, Inc. | 0.01% | — | 190 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +2.2% | 188 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $10K |
| Lummis Asset Management, LP | 0.01% | New | 163 | $9K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -89.4% | 160 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 150 | $9K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -81.4% | 150 | $9K |
| Kingdom Financial Group LLC. | 0.00% | New | 149 | $9K |
| First Community Trust NA | 0.01% | Reduce -61.0% | 146 | $8K |
| Investors Research Corp | 0.00% | New | 134 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -1.6% | 122 | $7K |
| Horizon Investments, LLC | 0.00% | Add +588.2% | 117 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -87.2% | 101 | $6K |
| Aspect Partners, LLC | 0.00% | Reduce -70.6% | 100 | $6K |
| Motiv8 Investments LLC | 0.00% | New | 93 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -33.9% | 86 | $5K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +7.0% | 61 | $4K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +1040.0% | 57 | $3K |
| Essential Partners LLC | 0.00% | New | 54 | $3K |
| Virtus Advisers, LLC | 0.00% | Reduce -10.2% | 53 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 52 | $3K |
| Go Invest LLC | 0.00% | — | 50 | $3K |
| Crews Bank & Trust | 0.00% | New | 48 | $3K |
| Whittier Trust Co. | 0.00% | No change | 45 | $3K |
| Redmont Wealth Advisors LLC | 0.00% | New | 42 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | New | 34 | $2K |
| IAG Wealth Partners, LLC | 0.00% | New | 32 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 29 | $2K |
| Birchbrook, Inc. | 0.00% | Add +3.7% | 28 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 21 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 18 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 17 | $974 |
| Morse Asset Management, Inc | 0.00% | No change | 17 | $973 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 4 | $219 |
| Godsey & Gibb, Inc. | 0.00% | No change | 3 | $151 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $47 |
| Measured Wealth Private Client Group, LLC | 0.00% | Add +0.0% | 1 | $29 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.