JPMorgan Equity Premium IncoJEPIETF
13F holders, Q1 2026 (March 31)1,416holders +28
112new positions
84sold out
5famous investors
$56.60avg. 13F price*
At the end of Q1 2026, 1,416 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, up 28 from Q4 2025. 112 opened new positions and 84 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($1.8B) and Wells Fargo & Company ($927.1M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $107.9M |
| Exits | 84 | $92.9M |
All 13F filers, Q4 2025 → Q1 2026: 29,138,147 shares bought and 11,618,369 shares sold, net +17,519,778 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,416 holders
| Morgan Stanley | 0.16% | Add +0.5% | 47,488,354 | $2.7B |
| Bank of America Corp. | 0.13% | Reduce -2.6% | 30,997,664 | $1.8B |
| Wells Fargo & Company | 0.19% | Reduce -2.7% | 16,357,007 | $927.1M |
| JPMorgan Chase & Co. | 0.05% | Add +114.3% | 12,272,620 | $683.0M |
| Envestnet Asset Management Inc. | 0.17% | Add +12.9% | 11,165,921 | $632.9M |
| Raymond James Financial Inc. | 0.15% | Add +5.6% | 8,554,441 | $484.9M |
| Royal Bank of Canada | 0.09% | Add +5.7% | 8,366,269 | $474.2M |
| LPL Financial LLC | 0.11% | Add +73.0% | 7,224,145 | $409.5M |
| Nationwide Fund Advisors | 17.14% | Reduce -2.5% | 6,910,894 | $391.7M |
| UBS Group AG | 0.07% | Reduce -5.7% | 6,769,549 | $383.7M |
| Cetera Investment Advisers | 0.37% | Add +10.0% | 6,083,774 | $344.8M |
| Osaic Holdings, Inc. | 0.45% | Reduce -4.8% | 5,419,221 | $307.2M |
| Commonwealth Equity Services, LLC | 0.35% | Add +2.6% | 4,364,248 | $247.4M |
| RiverFront Investment Group, LLC | 3.69% | Add +10.6% | 4,208,706 | $238.5M |
| Jones Financial Companies LLLP | 0.08% | Add +20.5% | 3,042,219 | $169.0M |
| CIBC Bancorp USA Inc. | 0.23% | — | 2,948,363 | $166.7M |
| HighTower Advisors, LLC | 0.18% | Add +1.4% | 2,921,309 | $165.6M |
| Stifel Financial Corp. | 0.15% | Reduce -0.3% | 2,821,484 | $159.9M |
| Janney Montgomery Scott LLC | 0.39% | Add +4.0% | 2,800,288 | $158.7M |
| MML Investors Services, LLC | 0.43% | Reduce -10.5% | 2,741,652 | $155.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Reduce -12.1% | 2,639,710 | $149.6M |
| Confluence Wealth Services, Inc. | 5.18% | Add +11.4% | 2,356,270 | $133.6M |
| Equitable Holdings, Inc. | 0.75% | Add +15.7% | 2,144,440 | $116.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -4.0% | 2,050,260 | $116.2M |
| Cornerstone Advisory, LLC | 10.90% | Add +3.5% | 2,030,560 | $115.1M |
| PNC Financial Services Group, Inc. | 0.06% | Add +16.9% | 1,929,732 | $109.4M |
| Kestra Advisory Services, LLC | 0.39% | Reduce -7.1% | 1,839,578 | $104.3M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -6.1% | 1,778,164 | $100.8M |
| Rockefeller Capital Management L.P. | 0.17% | Reduce -2.4% | 1,713,220 | $97.1M |
| First Foundation Advisors | 3.60% | Add +4.3% | 1,576,054 | $89.3M |
| Capital Advisors Inc. | 1.41% | Add +39.6% | 1,543,963 | $87.5M |
| Enstar Group LTD | 40.13% | No change | 1,539,025 | $87.2M |
| FAS Wealth Partners, Inc. | 5.40% | Reduce -1.4% | 1,530,376 | $86.7M |
| Hamilton Capital, LLC | 4.17% | Add +5.6% | 1,419,817 | $80.5M |
| Prosperity Consulting Group, LLC | 3.46% | Add +7.1% | 1,370,824 | $77.7M |
| Cwm, LLC | 0.20% | Reduce -17.1% | 1,369,852 | $77.6M |
| Allworth Financial LP | 0.30% | Add +5.5% | 1,293,806 | $73.3M |
| Atlantic Union Bankshares Corp | 1.39% | Add +25.8% | 1,279,991 | $72.5M |
| Clearstead Advisors, LLC | 0.64% | Reduce -5.0% | 1,235,426 | $70.0M |
| Focus Partners Wealth | 0.07% | Add +7.3% | 1,087,203 | $61.6M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +2.8% | 1,038,077 | $58.8M |
| Franklin Resources Inc. | 0.01% | Add +1.0% | 1,007,668 | $57.1M |
| Truist Financial Corp. | 0.08% | Add +3.6% | 994,375 | $56.4M |
| Cary Street Partners Financial LLC | 1.37% | Add +5.0% | 975,186 | $55.3M |
| Traynor Capital Management, Inc. | 3.29% | Add +6.0% | 993,025 | $55.3M |
| SHP Wealth Management | 4.03% | Add +25.7% | 941,864 | $53.4M |
| Pinnacle Financial Partners, Inc. | 0.40% | Reduce -0.3% | 925,552 | $52.5M |
| Foguth Wealth Management, LLC. | 6.01% | Add +366.7% | 919,518 | $51.5M |
| Brookstone Capital Management | 0.58% | Add +4.9% | 902,434 | $51.1M |
| HUB Investment Partners, LLC | 1.16% | Add +15.3% | 836,279 | $47.4M |
| Nottingham Advisors, Inc. | 5.96% | Add +21.6% | 816,880 | $46.3M |
| Apollon Wealth Management, LLC | 0.74% | Add +8.3% | 804,512 | $45.6M |
| NewEdge Advisors, LLC | 0.16% | Add +14.2% | 778,360 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -44.0% | 769,455 | $43.4M |
| Kathmere Capital Management, LLC | 2.66% | Add +3.2% | 755,967 | $42.8M |
| Baird Financial Group, Inc. | 0.06% | Reduce -27.7% | 729,907 | $41.4M |
| Oakworth Capital, Inc. | 2.18% | Add +1.9% | 726,571 | $41.2M |
| Pinnacle Associates Ltd. | 0.52% | Add +5.3% | 717,528 | $40.7M |
| Beacon Pointe Advisors, LLC | 0.21% | Add +49.1% | 709,422 | $40.2M |
| MAI Capital Management | 0.22% | Add +5.7% | 684,459 | $38.8M |
| &partners | 0.18% | Add +2.7% | 659,626 | $37.3M |
| Lebenthal Global Advisors, LLC | 5.33% | Reduce -15.6% | 646,487 | $36.6M |
| Kestra Private Wealth Services, LLC | 0.45% | Reduce -1.9% | 644,712 | $36.5M |
| First Financial Bank - Trust Division | 2.91% | Add +5.2% | 636,728 | $36.1M |
| Mariner, LLC | 0.04% | Add +22.4% | 609,009 | $34.5M |
| Stephens Inc. | 0.43% | Reduce -1.9% | 608,099 | $34.5M |
| Arkadios Wealth Advisors | 0.57% | Add +390.1% | 606,352 | $34.4M |
| Coastal Bridge Advisors, LLC | 2.39% | Reduce -1.3% | 596,392 | $33.8M |
| Cerity Partners LLC | 0.04% | Add +16.5% | 547,521 | $31.0M |
| Waverly Advisors, LLC | 0.23% | Add +54.6% | 544,854 | $30.9M |
| Capital Investment Advisors, LLC | 0.45% | Reduce -9.1% | 541,224 | $30.7M |
| Bouchey Financial Group, Ltd. | 2.24% | Add +2.4% | 529,383 | $30.6M |
| Integrated Wealth Concepts LLC | 0.24% | Add +52.5% | 534,301 | $30.3M |
| Rational Advisors, Inc. | 3.29% | Add +11.4% | 534,014 | $30.3M |
| Cornerstone Enterprises, LLC | 15.05% | Reduce -1.7% | 533,898 | $30.3M |
| Sterling Investment Counsel, LLC | 8.46% | Add +9.5% | 532,358 | $30.2M |
| J.W. Cole Advisors, Inc. | 1.00% | Add +3.5% | 524,978 | $29.8M |
| Bokf, NA | 0.44% | Add +3.2% | 502,821 | $28.5M |
| Prime Capital Investment Advisors, LLC | 0.33% | Add +165.8% | 500,267 | $28.4M |
| Horizon Advisory Services, Inc. | 14.38% | Add +1.8% | 495,128 | $28.1M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -3.6% | 485,575 | $27.5M |
| Citigroup Inc. | 0.02% | Add +13.3% | 475,324 | $26.9M |
| Midwest Trust Co | 0.33% | Add +8.8% | 471,546 | $26.7M |
| DAVENPORT & Co LLC | 0.15% | Add +4.0% | 468,740 | $26.6M |
| Aptus Capital Advisors, LLC | 0.22% | Reduce -0.3% | 464,690 | $26.3M |
| Wagner Wealth Management, LLC | 5.31% | Add +3.3% | 464,137 | $26.3M |
| Lido Advisors, LLC | 0.10% | Add +14.9% | 463,452 | $26.3M |
| Prospera Financial Services Inc | 0.42% | Add +1.0% | 459,668 | $26.1M |
| New York Life Investment Management LLC | 0.22% | Reduce -37.2% | 456,638 | $25.9M |
| Elevation Point Wealth Partners, LLC | 0.59% | Add +1191.6% | 434,984 | $24.7M |
| Orrstown Financial Services Inc. | 4.11% | Add +5.0% | 432,989 | $24.5M |
| HBW Advisory Services LLC | 2.59% | Reduce -6.0% | 432,895 | $24.5M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Add +1019.7% | 432,461 | $24.5M |
| Wealthcare Advisory Partners LLC | 0.46% | Add +47.2% | 417,797 | $23.7M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.54% | No change | 415,000 | $23.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.60% | Add +7.8% | 411,924 | $23.3M |
| Principal Securities, Inc. | 0.34% | Reduce -21.9% | 411,371 | $23.3M |
| Curran Financial Partners, LLC | 4.12% | Add +9.7% | 405,584 | $23.0M |
| Melia Wealth LLC | 11.06% | Add +3.1% | 403,016 | $22.8M |
| Avantax Planning Partners, Inc. | 0.62% | Add +2.5% | 395,348 | $22.4M |
| Choreo, LLC | 0.27% | Add +37.0% | 394,348 | $22.4M |
| Hilton Capital Management, LLC | 1.68% | Add +108.1% | 391,397 | $22.2M |
| Apella Capital, LLC | 0.33% | Add +10.0% | 382,573 | $22.1M |
| Captrust Financial Advisors | 0.04% | Add +12.2% | 387,231 | $21.9M |
| Global Wealth Management Investment Advisory, Inc. | 3.43% | Add +4.1% | 386,821 | $21.9M |
| TigerOak Management, L.L.C. | 6.84% | Add +1.2% | 382,964 | $21.7M |
| Chicago Partners Investment Group LLC | 0.48% | Add +2.8% | 372,946 | $21.4M |
| Great Valley Advisor Group, Inc. | 0.37% | Add +280.9% | 355,888 | $20.2M |
| Beacon Financial Advisory LLC | 4.52% | Reduce -1.2% | 352,954 | $20.0M |
| Rezny Wealth Management, Inc. | 4.59% | No change | 364,538 | $20.0M |
| Rothschild Investment LLC | 1.04% | Add +4.7% | 349,632 | $19.8M |
| Fifth Third Bancorp | 0.04% | Add +1476.0% | 347,694 | $19.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -36.4% | 345,824 | $19.6M |
| Cooper Financial Group | 1.96% | Reduce -21.5% | 341,419 | $19.4M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 322,187 | $18.3M |
| AdvisorNet Financial, Inc | 0.95% | Add +13.0% | 321,993 | $18.3M |
| Farther Finance Advisors, LLC | 0.17% | Reduce -4.9% | 321,496 | $18.1M |
| Harbour Investments, Inc. | 0.28% | Add +32.6% | 319,062 | $18.1M |
| Patriot Financial Group Insurance Agency, LLC | 1.01% | Add +99.3% | 314,120 | $17.8M |
| Tenzing Financial LLC | 13.36% | Add +5.7% | 307,573 | $17.8M |
| Advisory Services Network, LLC | 0.24% | Add +9.2% | 313,710 | $17.8M |
| Oppenheimer & Co. Inc. | 0.21% | Add +1.7% | 310,867 | $17.6M |
| Steele Capital Management, Inc. | 0.73% | Add +1.3% | 308,905 | $17.5M |
| Tobias Financial Advisors, Inc. | 2.41% | Add +5.7% | 305,680 | $17.3M |
| AE Wealth Management LLC | 0.09% | Add +25.0% | 304,732 | $17.3M |
| Bernardo Wealth Planning LLC | 3.38% | Reduce -6.0% | 304,682 | $17.3M |
| Thoroughbred Financial Services, LLC | 1.03% | Add +1.3% | 303,191 | $17.2M |
| Americana Partners, LLC | 0.44% | Reduce 0.0% | 302,286 | $17.1M |
| Mgo One Seven LLC | 0.34% | Add +0.3% | 294,892 | $16.7M |
| Capital Investment Advisory Services, LLC | 1.22% | Add +30.4% | 294,423 | $16.7M |
| Columbus Macro, LLC | 1.78% | Add +5.1% | 293,638 | $16.6M |
| Requisite Capital Management, LLC | 3.10% | Add +15.7% | 293,013 | $16.6M |
| Cresset Asset Management, LLC | 0.07% | Add +3.2% | 291,033 | $16.5M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -32.5% | 289,836 | $16.4M |
| 1 North Wealth Services LLC | 5.88% | Add +1.1% | 287,459 | $16.3M |
| Sfmg, LLC | 1.11% | Reduce -3.2% | 286,475 | $16.2M |
| United Capital Financial Advisors, LLC | 0.10% | Add +7.3% | 285,551 | $16.2M |
| Blair William & Co. | 0.05% | Add +19.6% | 283,646 | $16.1M |
| Creative Planning | 0.01% | Add +20.6% | 280,536 | $15.9M |
| Fagan Associates, Inc. | 2.21% | Reduce -0.5% | 280,257 | $15.9M |
| St. Clair Advisors, LLC | 4.22% | Add +5.8% | 279,654 | $15.9M |
| D.A. Davidson & Co. | 0.10% | Add +8.1% | 277,848 | $15.7M |
| Advisors Management Group Inc. | 2.87% | Reduce -5.8% | 277,374 | $15.7M |
| Patten & Patten Inc. | 0.94% | Reduce -8.8% | 276,071 | $15.6M |
| Mountain Capital Investment Advisors Inc. | 2.32% | Reduce -8.8% | 273,846 | $15.6M |
| Stratos Investment Management, LLC | 0.62% | Reduce -24.3% | 273,291 | $15.5M |
| Everest Financial Group LLC | 2.51% | Add +19.4% | 268,497 | $15.2M |
| Wealthfront Advisers LLC | 0.03% | Add +30.9% | 267,421 | $15.2M |
| Tradition Wealth Management, LLC | 1.08% | Reduce -1.0% | 266,791 | $15.1M |
| Indivisible Partners | 1.34% | Add +33.2% | 266,382 | $15.1M |
| Investment Advisory Services Inc. /TX | 4.76% | Reduce -13.0% | 264,277 | $15.0M |
| SBI Securities Co., Ltd. | 0.40% | Add +3.5% | 259,262 | $14.7M |
| Appleton Partners Inc. | 1.02% | Reduce -1.9% | 258,791 | $14.7M |
| Arrow Financial Corp | 1.46% | Add +31.1% | 256,058 | $14.5M |
| Mechanics Bank Trust Department | 2.00% | Reduce -1.5% | 254,769 | $14.4M |
| Private Advisor Group, LLC | 0.07% | Add +144.3% | 253,727 | $14.4M |
| Magnus Financial Group LLC | 1.17% | Reduce -1.3% | 252,099 | $14.3M |
| World Investment Advisors | 0.23% | Add +5.2% | 248,875 | $14.1M |
| Signature Wealth Management Partners, LLC | 7.05% | Add +0.1% | 248,062 | $14.1M |
| Geneos Wealth Management Inc. | 0.33% | Add +13.3% | 247,324 | $14.0M |
| Curtis Advisory Group, LLC | 3.02% | Reduce -0.3% | 247,101 | $14.0M |
| Kingsview Wealth Management, LLC | 0.19% | Add +5.0% | 245,608 | $13.9M |
| Allen Capital Group, LLC | 1.25% | Add +2.8% | 244,812 | $13.9M |
| Retirement Planning Group, LLC / NY | 8.92% | Add +6.1% | 244,288 | $13.8M |
| Financial Futures Ltd Liability Co. | 6.08% | Add +13.4% | 244,082 | $13.8M |
| Larson Financial Group LLC | 0.44% | Add +8.7% | 243,931 | $13.8M |
| Fermata Advisors, LLC | 3.11% | Add +5.7% | 243,761 | $13.8M |
| Legacy Edge Advisors, LLC | 1.45% | Reduce -6.0% | 243,427 | $13.8M |
| Prentice Wealth Management LLC | 3.09% | Reduce -3.8% | 241,686 | $13.7M |
| Trinity Legacy Partners, LLC | 2.97% | Add +0.6% | 236,766 | $13.7M |
| Summit Financial, LLC | 0.17% | Add +23.7% | 239,863 | $13.6M |
| Mosley Wealth Management | 6.15% | Add +0.9% | 237,902 | $13.6M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +54.0% | 233,961 | $13.3M |
| Kingswood Wealth Advisors, LLC | 0.62% | Reduce -1.4% | 229,372 | $13.0M |
| Matthew Goff Investment Advisor, LLC | 2.13% | New | 252,742 | $12.8M |
| CreativeOne Wealth, LLC | 0.30% | Add +4.5% | 225,098 | $12.8M |
| Financial Guidance Group, Inc. | 5.12% | Add +1.6% | 224,810 | $12.7M |
| Community Bank, N.A. | 1.52% | Add +26.8% | 224,779 | $12.7M |
| SageGuard Financial Group, LLC | 1.97% | Reduce -24.9% | 224,230 | $12.7M |
| Westwood Holdings Group Inc. | 0.09% | Reduce -7.8% | 221,120 | $12.5M |
| IVC Wealth Advisors LLC | 5.40% | Add +8.2% | 219,531 | $12.4M |
| First National Advisers, LLC | 1.76% | Reduce -1.7% | 211,674 | $12.0M |
| UMB Bank, n.a. | 0.17% | Reduce -7.3% | 210,946 | $12.0M |
| Capital Analysts, LLC | 0.31% | Add +11.3% | 209,100 | $11.9M |
| MTM Financial Group, LLC | 5.56% | Add +12.4% | 208,878 | $11.8M |
| Wedbush Securities Inc. | 0.35% | Add +13.8% | 208,656 | $11.8M |
| John A. Wolfe & Associates, Inc. | 18.05% | Add +6.6% | 207,408 | $11.8M |
| Courier Capital LLC | 0.64% | Reduce -7.3% | 203,071 | $11.5M |
| Belpointe Asset Management LLC | 0.41% | Add +20.4% | 198,577 | $11.3M |
| Sandbox Financial Partners, LLC | 3.16% | Add +0.3% | 198,207 | $11.2M |
| Wealthspire Retirement, LLC | 0.67% | Add +4.4% | 196,812 | $11.2M |
| Guardian Wealth Advisors, LLC / NC | 0.71% | Reduce -3.2% | 196,208 | $11.1M |
| Arax Advisory Partners | 0.31% | Add +2715.4% | 195,869 | $11.1M |
| MCF Advisors LLC | 0.48% | New | 195,134 | $11.1M |
| Power Wealth Management LLC | 4.10% | Add +2.7% | 194,262 | $11.0M |
| Cassia Capital Partners, LLC | 5.55% | Reduce -7.5% | 190,460 | $10.8M |
| Argent Trust Co | 0.37% | Add +2.4% | 190,070 | $10.8M |
| Independent Financial Group, LLC | 0.24% | Add +0.6% | 187,928 | $10.7M |
| ADG Wealth Management Group, LLC | 7.31% | Add +7.8% | 186,538 | $10.6M |
| First Hawaiian Bank | 1.47% | Add +0.5% | 185,290 | $10.5M |
| Rooted Wealth Advisors, Inc. | 2.76% | Reduce -19.9% | 181,449 | $10.5M |
| F/m Investments LLC | 0.69% | Reduce -0.2% | 182,825 | $10.4M |
| Floyd Financial Group LLC | 6.88% | Add +7.0% | 179,064 | $10.3M |
| Cambridge Advisors Inc. | 1.99% | Reduce -0.8% | 180,980 | $10.3M |
| Perkins Coie Trust Co | 1.95% | Add +9.6% | 178,836 | $10.1M |
| Merit Financial Group, LLC | 0.07% | Reduce -2.1% | 177,078 | $10.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -9.6% | 176,399 | $10.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +278.4% | 176,238 | $9.9M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.21% | Reduce -18.6% | 174,695 | $9.9M |
| Fiduciary Family Office, LLC | 2.81% | Reduce -5.7% | 173,778 | $9.8M |
| Koshinski Asset Management, Inc. | 0.61% | Add +11.5% | 172,000 | $9.7M |
| Edgemoor Investment Advisors, Inc. | 0.77% | Add +5.9% | 170,927 | $9.7M |
| Global Assets Advisory, LLC | 2.74% | Add +28.6% | 169,135 | $9.6M |
| CENTRAL TRUST Co | 0.19% | Reduce -8.3% | 167,683 | $9.5M |
| MBA Advisors LLC | 3.65% | Add +12.1% | 167,529 | $9.5M |
| Montis Financial, LLC | 1.96% | Add +9.2% | 166,998 | $9.5M |
| Independent Advisor Alliance | 0.10% | Add +590.0% | 165,300 | $9.4M |
| Integrity Wealth Partners, LLC | 8.41% | — | 164,789 | $9.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +1.8% | 164,098 | $9.3M |
| High Net Worth Advisory Group LLC | 2.17% | Reduce -1.4% | 163,895 | $9.3M |
| Krilogy Financial LLC | 0.30% | Add +1.0% | 160,649 | $9.3M |
| International Assets Investment Management, LLC | 0.63% | Reduce -14.2% | 161,496 | $9.1M |
| Scott Capital Advisors, LLC | 1.84% | Add +7.6% | 157,904 | $9.1M |
| First National Bank of Omaha | 0.28% | Reduce -1.4% | 162,331 | $9.0M |
| Visionary Wealth Advisors | 0.40% | Reduce -17.4% | 159,207 | $9.0M |
| Natixis Advisors, LLC | 0.01% | Add +67.2% | 158,080 | $9.0M |
| Integrity Alliance, Llc. | 0.34% | Add +14.9% | 158,036 | $9.0M |
| Cascade Wealth Advisors, Inc | 3.92% | Reduce -7.5% | 159,523 | $8.9M |
| Hunter Associates Investment Management LLC | 1.18% | Add +24.5% | 157,419 | $8.9M |
| Savant Capital, LLC | 0.04% | Reduce -38.9% | 155,766 | $8.8M |
| Pacific Center for Financial Services | 2.22% | Reduce -3.5% | 154,667 | $8.8M |
| CVA Family Office, LLC | 0.91% | Reduce -12.6% | 152,726 | $8.7M |
| Mayfair Advisory Group, LLC | 2.99% | Reduce -6.9% | 150,838 | $8.5M |
| Northeast Financial Group, Inc. | 2.27% | Reduce -16.7% | 150,184 | $8.5M |
| Fifth Third Securities, Inc. | 0.55% | Add +12.9% | 149,662 | $8.5M |
| Fairway Wealth LLC | 2.24% | Add +0.6% | 149,554 | $8.5M |
| NWF Advisory Services Inc. | 0.96% | Add +0.0% | 149,275 | $8.5M |
| Stonebridge Financial Group, LLC | 0.69% | Add +16.4% | 148,985 | $8.4M |
| Snowden Capital Advisors LLC | 0.22% | Reduce -0.1% | 148,284 | $8.4M |
| Axxcess Wealth Management, LLC | 0.27% | Reduce -0.4% | 148,005 | $8.4M |
| Huntington National Bank | 0.06% | New | 147,468 | $8.4M |
| Bouvel Investment Partners, LLC | 2.42% | Add +1.0% | 147,035 | $8.3M |
| Turn8 Private Wealth Inc. | 5.15% | Add +22.1% | 145,448 | $8.2M |
| NCM Capital Management, LLC | 2.94% | Add +0.6% | 144,607 | $8.2M |
| Valmark Advisers, Inc. | 0.10% | Add +130.2% | 144,439 | $8.2M |
| Sigma Planning Corp | 0.23% | Reduce -4.9% | 144,283 | $8.2M |
| CFO4Life Group, LLC | 1.24% | Add +0.1% | 143,649 | $8.1M |
| Financially in Tune, LLC | 6.93% | Add +14.8% | 142,234 | $8.1M |
| Sterling Investment Advisors, Ltd. | 1.46% | Add +8.0% | 141,976 | $8.0M |
| Decker Retirement Planning Inc. | 3.63% | Add +69.9% | 141,514 | $8.0M |
| DeDora Capital, Inc. | 1.97% | Add +4.3% | 141,476 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +16.1% | 138,785 | $7.9M |
| Mutual Advisors, LLC | 0.17% | Add +4.3% | 137,986 | $7.8M |
| SeaCrest Wealth Management, LLC | 0.83% | Reduce -0.1% | 137,320 | $7.8M |
| PFG Investments, LLC | 0.36% | Reduce -0.9% | 136,653 | $7.7M |
| Spirepoint Private Client, LLC | 0.74% | Add +10.8% | 136,432 | $7.7M |
| Intrepid Financial Planning Group LLC | 3.12% | Reduce -1.6% | 136,482 | $7.7M |
| Madrona Financial Services, LLC | 1.67% | Add +63.2% | 134,600 | $7.6M |
| Centaurus Financial, Inc. | 0.36% | Reduce -0.5% | 134,241 | $7.6M |
| Garden State Investment Advisory Services LLC | 1.81% | Add +0.3% | 133,390 | $7.6M |
| EverSource Wealth Advisors, LLC | 0.23% | Reduce -15.2% | 133,423 | $7.6M |
| Financial Alternatives, Inc | 4.07% | Add +3.1% | 133,183 | $7.5M |
| Strategic Wealth Partners, Ltd. | 0.52% | Add +9.1% | 132,824 | $7.5M |
| Aprio Wealth Management, LLC | 0.41% | Add +6.5% | 132,329 | $7.5M |
| Stelac Advisory Services LLC | 1.51% | Add +246.1% | 131,947 | $7.5M |
| Eastern Bank | 0.13% | Reduce -4.5% | 131,637 | $7.5M |
| Milestone Asset Management, LLC | 1.37% | Add +3.6% | 131,024 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.07% | New | 130,858 | $7.4M |
| Capital Advisors Wealth Management, LLC | 0.99% | Add +7.2% | 130,582 | $7.4M |
| Moors & Cabot, Inc. | 0.32% | Reduce -1.5% | 130,559 | $7.4M |
| StrongBox Wealth, LLC | 2.36% | Reduce -1.0% | 130,367 | $7.4M |
| Sulzberger Capital Advisors, Inc. | 7.53% | Add +83.3% | 130,258 | $7.4M |
| Clearstead Trust, LLC | 1.20% | Add +1.2% | 130,161 | $7.4M |
| Smartleaf Asset Management LLC | 0.26% | Add +37.3% | 130,729 | $7.3M |
| Decker Wealth Management LLC | 1.64% | Reduce -16.8% | 127,740 | $7.2M |
| New England Private Wealth Advisors LLC | 0.83% | Reduce -1.7% | 127,257 | $7.2M |
| Childress Capital Advisors, LLC | 1.30% | Reduce -1.7% | 127,097 | $7.2M |
| Summit Financial Wealth Advisors, LLC | 1.02% | Add +15.9% | 126,523 | $7.2M |
| Avior Wealth Management, LLC | 0.19% | Add +101.0% | 120,689 | $6.8M |
| Lake Street Private Wealth, LLC | 0.87% | Add +1.5% | 120,617 | $6.8M |
| Money Concepts Capital Corp. | 0.38% | Add +49.3% | 120,253 | $6.8M |
| Leelyn Smith, LLC | 0.96% | Add +445.3% | 120,173 | $6.8M |
| Blue Water Asset Management | 2.29% | Reduce -40.7% | 117,113 | $6.6M |
| LeClair Wealth Partners LLC | 2.29% | New | 117,113 | $6.6M |
| Community Financial Services Group, LLC | 1.17% | Add +2.8% | 117,605 | $6.6M |
| KMG Fiduciary Partners, LLC | 0.49% | Add +3.6% | 116,744 | $6.6M |
| L2 Asset Management, LLC | 0.62% | Add +413.8% | 115,485 | $6.5M |
| Aureum Wealth Management, LLC | 4.42% | Add +34.0% | 111,989 | $6.3M |
| Selective Wealth Management, Inc. | 1.88% | Reduce -4.4% | 111,098 | $6.3M |
| RFG Advisory, LLC | 0.12% | Add +53.6% | 110,774 | $6.3M |
| Spire Wealth Management | 0.21% | Add +2.3% | 110,171 | $6.2M |
| Nicolet Bankshares Inc. | 0.23% | Add +1176.0% | 110,131 | $6.2M |
| Cibc World Market Inc. | 0.01% | Add +32.6% | 110,012 | $6.2M |
| Southeast Asset Advisors, LLC | 0.68% | Add +1.5% | 109,730 | $6.2M |
| Level Four Advisory Services, LLC | 0.20% | Add +3.9% | 109,533 | $6.2M |
| IHT Wealth Management, LLC | 0.14% | Add +214.6% | 109,399 | $6.2M |
| Gotham Asset Management | 0.02% | Add +21.2% | 109,123 | $6.2M |
| Bank of Montreal | 0.00% | Add +2.8% | 108,452 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +29.2% | 108,412 | $6.1M |
| SMART Wealth LLC | 1.80% | Reduce -0.5% | 108,330 | $6.1M |
| WNY Asset Management, LLC | 0.63% | — | 108,291 | $6.1M |
| Investment Partners Asset Management, Inc. | 3.79% | Add +3.1% | 108,266 | $6.1M |
| KFG Wealth Management, LLC | 0.79% | Add +19.6% | 107,243 | $6.1M |
| Continuum Advisory, LLC | 0.58% | Reduce -2.2% | 107,107 | $6.1M |
| Foundations Investment Advisors, LLC | 0.07% | Add +24.3% | 106,666 | $6.0M |
| Vivid Wealth Management, LLC | 2.44% | Add +0.1% | 106,590 | $6.0M |
| Thrive Capital Management, LLC | 1.32% | Add +39.1% | 105,988 | $6.0M |
| Perissos Private Wealth Management, LLC | 5.19% | Reduce -1.8% | 105,586 | $6.0M |
| Intrua Financial, LLC | 0.64% | Add +477.8% | 105,548 | $6.0M |
| Brady Martz Wealth Solutions, LLC | 1.02% | Reduce -22.9% | 105,119 | $6.0M |
| Lee Johnson Capital Management, LLC | 2.13% | Add +3.3% | 104,653 | $5.9M |
| Cahill Financial Advisors Inc. | 0.64% | Add +4.8% | 104,523 | $5.9M |
| Campbell Deegan Wealth Management, LLC | 4.71% | Add +5.3% | 103,419 | $5.9M |
| Saxony Capital Management, LLC | 3.39% | Add +18.6% | 102,979 | $5.8M |
| Beam Wealth Advisors, Inc. | 1.43% | Add +63.0% | 101,691 | $5.8M |
| Centurion Wealth Management LLC | 1.29% | Reduce -62.3% | 100,950 | $5.7M |
| Safe Harbor Fiduciary, LLC | 5.44% | Add +1.4% | 100,794 | $5.7M |
| Eagle Bluffs Wealth Management LLC | 2.22% | Add +0.7% | 100,477 | $5.7M |
| Penney Financial, LLC | 2.17% | Add +1.9% | 99,620 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +37.8% | 98,932 | $5.6M |
| Wick Capital Partners, LLC | 1.02% | Add +14.9% | 98,474 | $5.6M |
| Thayer Partners, LLC / MA | 2.66% | Add +6.1% | 98,395 | $5.6M |
| Diversify Wealth Management, LLC | 0.10% | Add +58.1% | 97,447 | $5.6M |
| Focused Wealth Management, Inc | 0.58% | Reduce -1.1% | 98,107 | $5.6M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +11.3% | 97,973 | $5.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.93% | Add +28.6% | 97,919 | $5.6M |
| Alliance Wealth Advisors, LLC | 1.20% | Add +82.8% | 97,881 | $5.5M |
| Allred Capital Management, LLC | 2.01% | Add +3.2% | 97,557 | $5.5M |
| VeraBank, N.A. | 1.01% | Reduce -5.4% | 97,479 | $5.5M |
| IMC-Chicago, LLC | 0.08% | New | 97,354 | $5.5M |
| Principle Wealth Partners LLC | 0.31% | Add +1.9% | 97,105 | $5.5M |
| Western Wealth Management, LLC | 0.21% | New | 96,678 | $5.5M |
| Wincap Financial LLC | 3.57% | Add +7.5% | 94,767 | $5.4M |
| Boston Partners | 0.01% | Add +11.5% | 94,531 | $5.4M |
| Northern Trust Corp. | 0.00% | Add +335.6% | 92,723 | $5.3M |
| Daymark Wealth Partners, LLC | 0.16% | Reduce -19.9% | 92,242 | $5.2M |
| O'ROURKE & COMPANY, Inc | 2.07% | Add +5.3% | 92,073 | $5.2M |
| Asset Allocation Strategies LLC | 0.92% | Add +0.9% | 91,392 | $5.2M |
| Corient Private Wealth LP | 0.01% | Reduce -14.0% | 123,565 | $5.2M |
| Merkkuri Wealth Advisors LLC | 3.37% | Add +0.5% | 89,883 | $5.1M |
| Peregrine Asset Advisers, Inc. | 1.37% | Reduce -1.9% | 89,548 | $5.1M |
| Vavra Capital Management, LLC | 4.93% | Add +3.8% | 89,544 | $5.1M |
| Base Wealth Management LLC | 2.82% | Add +14.7% | 89,050 | $5.0M |
| N.E.W. Advisory Services LLC | 0.38% | Add +4.1% | 88,570 | $5.0M |
| Ulland Investment Advisors, LLC | 4.31% | Reduce -1.4% | 88,335 | $5.0M |
| Whalen Wealth Management Inc. | 2.68% | Add +35.8% | 88,309 | $5.0M |
| LifeWealth Investments, LLC | 1.49% | Add +9.7% | 87,814 | $5.0M |
| Flagstar Securities, Inc. | 1.79% | Reduce -0.4% | 87,249 | $4.9M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -4.6% | 87,135 | $4.9M |
| TBH Global Asset Management, LLC | 0.99% | New | 87,010 | $4.9M |
| U.S. Capital Wealth Advisors, LLC | 0.12% | Add +11.2% | 86,676 | $4.9M |
| Three Magnolias Financial Advisors, LLC | 3.11% | Add +5.7% | 86,101 | $4.9M |
| Essex Financial Services, Inc. | 0.27% | Add +12.7% | 86,025 | $4.9M |
| J. Team Financial, Inc. | 5.45% | Reduce -8.4% | 85,726 | $4.9M |
| Claro Advisors Inc. | 0.58% | Add +3.5% | 85,461 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -42.3% | 85,108 | $4.8M |
| Troutman Wealth Management, LLC | 3.92% | Add +2.7% | 82,947 | $4.7M |
| Clark Wealth Partners | 3.16% | Add +4.7% | 82,938 | $4.7M |
| Snider Financial Group | 1.42% | Add +5.8% | 82,894 | $4.7M |
| Kennedy Investment Group, Inc. | 1.83% | Add +0.5% | 82,364 | $4.7M |
| Summit Wealth Partners, LLC | 0.74% | Add +2.0% | 82,303 | $4.7M |
| AlphaCore Capital LLC | 0.11% | Add +5.7% | 81,446 | $4.6M |
| 21 West Wealth Management LLC | 4.29% | Reduce -5.5% | 81,411 | $4.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +130.4% | 81,150 | $4.6M |
| Sowell Financial Services LLC | 0.17% | Add +14.4% | 80,791 | $4.6M |
| Wealthspan Partners, LLC | 1.61% | Add +4.8% | 80,654 | $4.6M |
| BG Investment Services, LLC | 3.79% | Add +96.9% | 80,630 | $4.6M |
| Onyx Bridge Wealth Group LLC | 0.49% | Add +4.3% | 80,516 | $4.6M |
| FRG Family Wealth Advisors LLC | 0.75% | Reduce -5.2% | 80,491 | $4.6M |
| TrustBank | 1.76% | Add +14.8% | 79,976 | $4.5M |
| Retirement Guys Formula LLC | 2.07% | Add +5.7% | 79,464 | $4.5M |
| Insigneo Advisory Services, LLC | 0.32% | Add +3.8% | 79,436 | $4.5M |
| Inspire Advisors, LLC | 0.37% | Add +16.8% | 79,354 | $4.5M |
| Integrated Financial Solutions, Inc. | 3.12% | Add +10.1% | 79,345 | $4.5M |
| Lowery Thomas, LLC | 2.57% | Add +3.3% | 79,179 | $4.5M |
| Benjamin Edwards Inc. | 0.04% | Reduce -19.9% | 78,928 | $4.5M |
| MOR Wealth Management, LLC | 2.05% | Reduce -3.4% | 78,751 | $4.5M |
| Bauman Advisory Group, LLC | 3.12% | Reduce -2.8% | 78,569 | $4.5M |
| 4WEALTH Advisors, Inc. | 3.78% | Add +2.1% | 79,551 | $4.4M |
| Patten Group, Inc. | 0.77% | Add +6.5% | 77,789 | $4.4M |
| RDA Financial Network | 1.10% | Reduce -0.0% | 77,557 | $4.4M |
| Joseph P. Lucia & Associates, LLC | 1.57% | Add +0.8% | 77,424 | $4.4M |
| IFP Advisors, Inc | 0.09% | Add +0.5% | 77,258 | $4.4M |
| Windsor Capital Management, LLC | 1.30% | Add +1.2% | 76,662 | $4.3M |
| Kingstone Capital Partners Texas, LLC | 2.67% | Add +21.1% | 76,554 | $4.3M |
| Trajan Wealth LLC | 0.18% | Add +4.7% | 76,457 | $4.3M |
| Calton & Associates, Inc. | 0.62% | New | 76,181 | $4.3M |
| Silverlake Wealth Management LLC | 0.90% | Reduce -0.9% | 75,660 | $4.3M |
| NewEdge Wealth, LLC | 0.05% | Add +11.5% | 75,224 | $4.3M |
| AlphaStar Capital Management, LLC | 0.31% | Add +6.7% | 74,881 | $4.2M |
| FourThought Financial Partners, LLC | 0.36% | Add +0.4% | 74,559 | $4.2M |
| Evermay Wealth Management LLC | 0.47% | Reduce -1.9% | 74,052 | $4.2M |
| Semus Wealth Partners LLC | 2.34% | Add +2.3% | 73,930 | $4.2M |
| Grantvest Financial Group LLC | 2.69% | Add +19.2% | 73,191 | $4.1M |
| Modern Wealth Management, LLC | 0.07% | Reduce -8.4% | 73,316 | $4.1M |
| Baker Avenue Asset Management, LP | 0.09% | Add +2.4% | 72,615 | $4.1M |
| J Hagan Capital, Inc. | 2.21% | Reduce -4.2% | 72,158 | $4.1M |
| M.E. Allison & Co., Inc. | 2.68% | Add +12.0% | 71,198 | $4.0M |
| Quantinno Capital Management LP | 0.01% | Add +13.5% | 70,007 | $4.0M |
| Fairway Financial, LLC | 3.02% | Add +1.9% | 69,965 | $4.0M |
| Soltis Investment Advisors LLC | 0.26% | Reduce -10.2% | 69,951 | $4.0M |
| Marino, Stram & Associates LLC | 0.71% | Add +3.5% | 69,743 | $4.0M |
| Slagle Financial, LLC | 1.30% | Add +27.7% | 69,534 | $3.9M |
| Weinberger Asset Management, Inc | 1.48% | Reduce -0.2% | 69,523 | $3.9M |
| Security National Bank | 0.57% | Add +5.0% | 69,466 | $3.9M |
| Capstone Wealth Management Group LLC | 2.42% | Add +0.1% | 69,300 | $3.9M |
| Centennial Advisors, LLC | 4.98% | Add +15.1% | 69,053 | $3.9M |
| Teamwork Financial Advisors, LLC | 0.43% | Reduce -30.1% | 68,979 | $3.9M |
| Focus Financial Network, Inc. | 0.14% | Reduce -6.0% | 68,574 | $3.9M |
| Park Avenue Securities LLC | 0.03% | Add +18.7% | 68,532 | $3.9M |
| Benchmark Financial, LLC | 3.48% | Add +8.3% | 68,508 | $3.9M |
| Ankerstar Wealth, LLC | 4.08% | Reduce -9.6% | 68,252 | $3.9M |
| JSF Financial, LLC | 0.76% | Add +54.0% | 68,183 | $3.9M |
| Wealthspire Advisors, LLC | 0.03% | Add +155.4% | 67,631 | $3.8M |
| Parallel Advisors, LLC | 0.07% | Add +16.2% | 67,590 | $3.8M |
| Investment Advisory Services Group LLC | 3.32% | Reduce -29.1% | 67,249 | $3.8M |
| Empire Financial Management Company, LLC | 0.86% | Reduce -1.9% | 67,216 | $3.8M |
| Sax Wealth Advisors, LLC | 0.18% | No change | 65,886 | $3.8M |
| Atria Investments, Inc | 0.04% | Reduce -20.3% | 66,372 | $3.8M |
| NFSG Corp | 0.62% | Add +0.1% | 66,086 | $3.7M |
| Crescent Grove Advisors, LLC | 0.37% | Add +346.2% | 66,029 | $3.7M |
| Kovack Advisors, Inc. | 0.20% | Add +1.1% | 65,896 | $3.7M |
| Parsons Capital Management Inc. | 0.17% | Reduce -2.2% | 65,567 | $3.7M |
| RPg Family Wealth Advisory, LLC | 0.77% | Add +0.7% | 65,402 | $3.7M |
| Nations Financial Group Inc, /Ia/ | 0.19% | Add +18.6% | 65,365 | $3.7M |
| Private Client Services, LLC | 1.11% | Add +1.6% | 65,365 | $3.7M |
| Vienna Asset Management LLC | 2.93% | Add +16.0% | 65,354 | $3.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Add +12.3% | 65,273 | $3.7M |
| TD Private Client Wealth LLC | 0.08% | Add +139.7% | 65,166 | $3.7M |
| Ducere Wealth Management LLC | 1.46% | Reduce -7.6% | 64,835 | $3.7M |
| Princeton Global Asset Management LLC | 0.60% | Add +0.4% | 64,798 | $3.7M |
| Vicus Capital | 0.27% | Reduce -1.3% | 64,798 | $3.7M |
| Register Financial Advisors LLC | 1.36% | Add +2.1% | 64,787 | $3.7M |
| Ellis Investment Partners, LLC | 0.64% | Reduce -38.3% | 64,742 | $3.7M |
| Southern Capital Services Inc. | 2.35% | Reduce -33.6% | 64,647 | $3.7M |
| PFG Advisors | 0.18% | Reduce -5.0% | 64,491 | $3.7M |
| Scotia Capital Inc. | 0.01% | Add +9.0% | 64,362 | $3.6M |
| S&A Financial Services, Inc. | 2.50% | — | 64,115 | $3.6M |
| Sierra Ocean, LLC | 2.97% | Add +7.1% | 63,937 | $3.6M |
| Vise Technologies, Inc. | 0.07% | No change | 63,199 | $3.6M |
| Procyon Advisors, LLC | 0.18% | Reduce -1.6% | 63,640 | $3.6M |
| Ignite Planners, LLC | 0.56% | Add +0.8% | 63,558 | $3.6M |
| J2 Capital Management Inc | 2.46% | Reduce -1.5% | 63,256 | $3.6M |
| Financial Management Network Inc. | 0.55% | Add +5.8% | 61,691 | $3.6M |
| LongView Wealth Management | 0.89% | Add +38.6% | 61,175 | $3.5M |
| Ergawealth Advisors, Inc. | 1.55% | Reduce -17.2% | 62,015 | $3.5M |
| Jaffetilchin Investment Partners, LLC | 0.21% | Add +4.3% | 62,004 | $3.5M |
| Strategic Blueprint, LLC | 0.20% | Reduce -8.7% | 61,991 | $3.5M |
| Planning Directions Inc. | 1.78% | Add +10.3% | 61,915 | $3.5M |
| American Trust | 0.31% | Reduce -2.5% | 61,724 | $3.5M |
| Clarity Wealth Advisors, LLC | 0.72% | Reduce -6.5% | 61,722 | $3.5M |
| Hexagon Capital Partners LLC | 0.51% | Add +3.0% | 61,647 | $3.5M |
| Sunpointe, LLC | 1.13% | Add +0.6% | 60,746 | $3.4M |
| Herold Advisors, Inc. | 0.75% | Add +2.5% | 59,879 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.07% | Reduce -3.2% | 59,846 | $3.4M |
| United Advisor Group, LLC | 0.42% | Add +8.1% | 59,222 | $3.4M |
| WMS Group LLC | 4.87% | Reduce -4.0% | 59,099 | $3.3M |
| Heritage Trust Co | 0.34% | Reduce -3.6% | 59,082 | $3.3M |
| Fortress Financial Solutions, LLC | 3.49% | Add +6.4% | 58,987 | $3.3M |
| CAP Partners, LLC | 1.89% | Add +1.1% | 58,927 | $3.3M |
| SkyOak Wealth, LLC | 0.61% | Add +4.6% | 58,839 | $3.3M |
| M Holdings Securities, Inc. | 0.22% | Reduce -1.6% | 58,906 | $3.3M |
| Archer Investment Corp | 0.70% | Reduce -29.8% | 58,259 | $3.3M |
| AQR Capital Management | 0.00% | Add +17.4% | 58,068 | $3.3M |
| Lewis Asset Management, LLC | 1.34% | Add +6.2% | 57,836 | $3.3M |
| Independent Wealth Network Inc. | 0.97% | Add +35.6% | 57,567 | $3.3M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -10.7% | 58,577 | $3.3M |
| Cullen/Frost Bankers, Inc. | 0.04% | Add +0.8% | 56,239 | $3.2M |
| 3EDGE Asset Management, LP | 0.15% | Add +6.9% | 56,181 | $3.2M |
| Westbourne Investments, Inc. | 1.51% | Add +15.8% | 55,965 | $3.2M |
| Foresight Capital Management Advisors, Inc. | 1.76% | Add +5.4% | 55,924 | $3.2M |
| Panoramic Investment Advisors, LLC | 1.71% | Add +5.7% | 55,864 | $3.2M |
| Walkner Condon Financial Advisors LLC | 0.42% | Reduce -10.6% | 55,779 | $3.2M |
| LexAurum Advisors, LLC | 0.41% | — | 55,564 | $3.1M |
| Walter & Keenan Wealth Management LLC /in/ | 0.88% | Reduce -0.1% | 54,927 | $3.1M |
| Haverford Trust Co | 0.03% | Reduce -6.8% | 54,855 | $3.1M |
| Fragasso Financial Advisors Inc | 0.18% | Reduce -16.1% | 53,412 | $3.0M |
| Dakota Wealth Management | 0.07% | Reduce -7.7% | 53,365 | $3.0M |
| Ehrlich Financial Group | 1.72% | Reduce -5.9% | 52,804 | $3.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.51% | Reduce -56.0% | 52,800 | $3.0M |
| Advisory Alpha, LLC | 0.08% | New | 52,784 | $3.0M |
| Titleist Asset Management, LLC | 0.22% | Add +610.7% | 52,346 | $3.0M |
| Resonant Capital Advisors, LLC | 0.16% | Reduce -71.5% | 52,313 | $3.0M |
| Interchange Capital Partners, LLC | 0.93% | Reduce -15.7% | 51,487 | $2.9M |
| Cordgrass Capital Advisors, LLC | 0.69% | Add +6.3% | 51,848 | $2.9M |
| Sage Capital Management, LLC | 1.38% | Add +22.6% | 51,780 | $2.9M |
| Chapin Davis, Inc. | 0.65% | Add +9.7% | 51,559 | $2.9M |
| 5T Wealth, LLC | 1.15% | Add +4.8% | 51,193 | $2.9M |
| Studio Investment Management LLC | 0.52% | Add +177.5% | 51,016 | $2.9M |
| CoreFirst Bank & Trust | 1.53% | Add +7.3% | 50,971 | $2.9M |
| Arsenal Capital Advisors LLC | 2.10% | Add +18.8% | 50,970 | $2.9M |
| Legacy Private Trust Co. | 0.18% | Reduce -7.3% | 50,892 | $2.9M |
| FMA Wealth Management, LLC | 1.91% | Add +1.4% | 50,672 | $2.9M |
| Golden State Wealth Management, LLC | 0.31% | New | 50,048 | $2.8M |
| Moseley Investment Management Inc. | 0.90% | Add +7.7% | 49,896 | $2.8M |
| Goldstone Financial Group, LLC | 0.31% | Reduce -1.9% | 49,870 | $2.8M |
| Gill Capital Partners, LLC | 0.81% | Reduce -2.0% | 49,627 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | New | 49,404 | $2.8M |
| STAR Financial Bank | 1.32% | Reduce -25.7% | 49,316 | $2.8M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.76% | Add +10.1% | 49,298 | $2.8M |
| Riverbend Wealth Management, LLC | 1.74% | Add +10.8% | 49,229 | $2.8M |
| Lifestyle Asset Management, Inc. | 0.91% | Add +3.2% | 49,031 | $2.8M |
| Weil Company, Inc. | 0.62% | Add +1.4% | 48,854 | $2.8M |
| Tyche Wealth Partners LLC | 0.43% | Add +11.6% | 48,741 | $2.8M |
| Concord Wealth Partners | 0.36% | Add +97.2% | 48,346 | $2.7M |
| Solutions 4 Wealth, Ltd | 4.10% | Add +13.4% | 48,103 | $2.7M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -21.9% | 47,931 | $2.7M |
| Oxinas Partners, LLC | 1.24% | Add +9.5% | 47,924 | $2.7M |
| Caprock Group, LLC | 0.07% | Add +4.8% | 47,922 | $2.7M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -5.7% | 47,866 | $2.7M |
| TrueWealth Advisors, LLC | 0.68% | Add +0.3% | 47,724 | $2.7M |
| Armstrong Advisory Group, Inc. | 0.18% | Reduce -5.8% | 47,018 | $2.7M |
| Cedarwood Wealth LLC | 2.68% | Add +22.8% | 46,777 | $2.7M |
| Harbor Investment Advisory, LLC | 0.21% | Reduce -2.5% | 46,531 | $2.6M |
| Wealthcare Capital Partners, LLC | 1.23% | Add +4.5% | 46,460 | $2.6M |
| Ring Mountain Capital, LLC | 1.44% | Add +9.2% | 46,312 | $2.6M |
| Rahlfs Capital, LLC | 1.92% | No change | 46,197 | $2.6M |
| Ascentis Independent Advisors | 0.20% | Add +1005.8% | 46,188 | $2.6M |
| Regal Investment Advisors LLC | 0.15% | Add +0.8% | 46,168 | $2.6M |
| Shepherd Kaplan Krochuk, LLC | 2.19% | Reduce -4.0% | 46,054 | $2.6M |
| Bay Capital Advisors, LLC | 1.60% | Reduce -3.5% | 45,913 | $2.6M |
| GFS Advisors, LLC | 0.17% | Reduce -2.5% | 45,680 | $2.6M |
| Sachetta, LLC | 1.40% | Add +2.6% | 45,624 | $2.6M |
| SlateStone Wealth, LLC | 0.21% | Reduce -26.3% | 45,350 | $2.6M |
| Van Hulzen Asset Management, LLC | 0.19% | Add +13.3% | 45,146 | $2.6M |
| Websterrogers Financial Advisors, LLC | 0.73% | Add +1.1% | 45,091 | $2.6M |
| Guardian Financial Partners, LLC | 1.08% | Reduce -0.4% | 45,068 | $2.6M |
| True North Advisors, LLC | 0.29% | Add +0.3% | 44,983 | $2.5M |
| Signal Advisors Wealth, LLC | 0.17% | Add +29.1% | 44,622 | $2.5M |
| Collaborative Wealth Managment Inc. | 1.16% | Add +168.6% | 44,607 | $2.5M |
| McDonald Partners LLC | 0.60% | Add +8.8% | 44,550 | $2.5M |
| Integras Partners LLC | 1.64% | Add +4.4% | 44,008 | $2.5M |
| First PREMIER Bank | 0.57% | Reduce -3.2% | 43,957 | $2.5M |
| Redmond Asset Management, LLC | 0.68% | Reduce -5.1% | 43,826 | $2.5M |
| CoreCap Advisors, LLC | 0.08% | Add +1.0% | 43,736 | $2.5M |
| Heritage Wealth Management, Inc. | 1.23% | Add +3.8% | 43,667 | $2.5M |
| Guilbault Capital LLC | 2.71% | Reduce -0.1% | 43,615 | $2.5M |
| Invst, LLC | 0.28% | Add +5.9% | 43,503 | $2.5M |
| Bell Bank | 0.10% | Add +2.5% | 43,491 | $2.5M |
| Houlihan Financial Resource Group, Ltd. | 0.96% | Add +5.5% | 43,327 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -3.5% | 43,308 | $2.5M |
| Sovereign Financial Group, Inc. | 0.42% | Add +4.4% | 43,057 | $2.4M |
| Bellevue Asset Management, LLC | 1.21% | Reduce -18.8% | 42,826 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +30.7% | 42,822 | $2.4M |
| Crewe Advisors LLC | 0.21% | Add +11.0% | 42,625 | $2.4M |
| Cherry Tree Wealth Management, LLC | 0.50% | Reduce -14.7% | 41,859 | $2.4M |
| Tempus Wealth Planning, LLC | 0.54% | Add +1047.3% | 41,752 | $2.4M |
| Founders Financial Securities LLC | 0.13% | Reduce -30.3% | 40,930 | $2.4M |
| Betterment LLC | 0.00% | Add +29.6% | 41,669 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +5.3% | 41,494 | $2.4M |
| Hancock Whitney Corp. | 0.04% | Add +15.0% | 40,857 | $2.3M |
| LGT Financial Advisors LLC | 11.80% | Add +6.8% | 40,625 | $2.3M |
| Rockport Wealth LLC | 0.42% | Reduce -40.4% | 40,503 | $2.3M |
| Anchor Capital Management Group Inc | 1.58% | No change | 40,000 | $2.3M |
| Purus Wealth Management, LLC | 0.72% | Reduce -9.7% | 39,869 | $2.3M |
| LJI Wealth Management, LLC | 0.36% | Add +27.4% | 39,832 | $2.3M |
| Triumph Capital Management | 0.46% | Add +21.9% | 39,746 | $2.3M |
| Note Advisors, LLC | 1.11% | Add +4.8% | 39,289 | $2.2M |
| Whipplewood Advisors, LLC | 1.15% | Reduce -10.7% | 39,043 | $2.2M |
| JT Stratford LLC | 0.28% | Add +0.8% | 39,009 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +10.1% | 38,916 | $2.2M |
| Silver Oak Securities, Incorporated | 0.16% | Reduce -23.7% | 38,880 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +18.4% | 38,573 | $2.2M |
| Boyum Wealth Architects LLC | 0.91% | Reduce -63.3% | 38,415 | $2.2M |
| Joel Isaacson & Co., LLC | 0.07% | Reduce -14.3% | 38,486 | $2.2M |
| Miramontes Capital, LLC | 0.75% | Add +823.0% | 38,349 | $2.2M |
| PMG Family Office LLC | 2.42% | Add +5.6% | 38,286 | $2.2M |
| Resolute Capital, LLC | 0.87% | Add +16.8% | 38,101 | $2.2M |
| Sheets Smith Wealth Management | 0.24% | Reduce -7.1% | 38,090 | $2.2M |
| KERR FINANCIAL PLANNING Corp | 1.52% | Add +8.8% | 37,728 | $2.2M |
| Littlejohn Financial Services, Inc. | 1.62% | Reduce -4.0% | 38,001 | $2.2M |
| Beaumont Financial Advisors, LLC | 0.15% | Reduce -5.4% | 37,927 | $2.1M |
| Ancora Advisors LLC | 0.05% | Reduce -0.0% | 37,924 | $2.1M |
| TFR Capital, LLC. | 0.66% | Reduce 0.0% | 37,842 | $2.1M |
| Helium Advisors LLC | 2.05% | Add +11.3% | 37,786 | $2.1M |
| Carr Financial Group Corp | 0.56% | Add +8.1% | 37,706 | $2.1M |
| BOK Financial Private Wealth, Inc. | 0.13% | Add +0.5% | 37,657 | $2.1M |
| Acorns Advisers, LLC | 0.02% | Add +15.2% | 37,522 | $2.1M |
| L & S Advisors Inc | 0.27% | Add +124.5% | 37,438 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -26.3% | 37,415 | $2.1M |
| Newport Capital Group, LLC | 1.28% | Add +0.4% | 37,191 | $2.1M |
| Frontier Asset Management, LLC | 0.44% | Reduce -7.4% | 37,047 | $2.1M |
| Ruggiero Investments, Inc. | 2.03% | Add +2.9% | 37,006 | $2.1M |
| Etesian Wealth Advisors, Inc. | 0.65% | Add +1.9% | 36,070 | $2.0M |
| Avestar Capital, LLC | 0.14% | Reduce -0.1% | 35,993 | $2.0M |
| Worth Asset Management, LLC | 0.76% | Add +2.2% | 35,946 | $2.0M |
| Fullerton Advisors, LLC | 2.10% | Reduce -7.4% | 35,804 | $2.0M |
| J.Safra Asset Management Corp | 0.11% | Add +4.3% | 35,791 | $2.0M |
| Croban | 0.95% | Add +0.2% | 35,791 | $2.0M |
| FWG Holdings, LLC | 0.77% | Add +39.0% | 35,760 | $2.0M |
| Sound Income Strategies, LLC | 0.10% | Add +9.7% | 35,609 | $2.0M |
| Wellington-Altus USA Inc. | 1.18% | Add +103.0% | 35,519 | $2.0M |
| SFE Investment Counsel | 0.32% | Reduce -9.7% | 35,302 | $2.0M |
| Lanark Financial, Inc. | 0.15% | Reduce -41.7% | 35,222 | $2.0M |
| Greykasell Wealth Strategies, Inc. | 0.80% | Reduce -5.6% | 35,077 | $2.0M |
| Red Mountain Financial, LLC | 1.87% | Add +3.7% | 34,996 | $2.0M |
| Integral Investment Advisors, Inc. | 0.49% | Reduce -0.1% | 34,769 | $2.0M |
| Triton Wealth Management, PLLC | 0.72% | Add +12.4% | 34,491 | $1.9M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.31% | Add +3.8% | 34,338 | $1.9M |
| Eaton Financial Holdings Company, LLC | 0.63% | Reduce -87.3% | 34,175 | $1.9M |
| PDS Planning, Inc | 0.13% | Add +2.2% | 33,998 | $1.9M |
| Cannon Wealth Management Services, LLC | 1.30% | Add +66.4% | 33,960 | $1.9M |
| Cary Street Partners Investment Advisory LLC | 0.49% | Add +5.2% | 33,933 | $1.9M |
| Means Investment Co., Inc. | 0.17% | Reduce -5.9% | 33,915 | $1.9M |
| Acorn Wealth Advisors, LLC | 0.56% | Reduce -3.8% | 33,908 | $1.9M |
| MLP3, LLC | 2.13% | Reduce -5.3% | 33,902 | $1.9M |
| Round Rock Advisors LLC | 0.29% | Reduce -4.4% | 33,895 | $1.9M |
| San Luis Wealth Advisors LLC | 0.32% | Add +5.3% | 33,778 | $1.9M |
| Spartan Wealth Advisory Services LLC | 0.17% | — | 33,691 | $1.9M |
| Tompkins Financial Corp. | 0.15% | Add +305.2% | 33,661 | $1.9M |
| National Philanthropic Trust | 0.02% | Add +10.1% | 33,491 | $1.9M |
| Verus Capital Partners, LLC | 0.13% | Add +4.5% | 33,487 | $1.9M |
| Somerset Trust Co | 0.58% | Add +3.3% | 33,286 | $1.9M |
| Wealth Effects LLC | 0.67% | Add +4.9% | 33,146 | $1.9M |
| Caerus Investment Advisors, LLC | 0.79% | Reduce -12.4% | 33,078 | $1.9M |
| Perryman Financial Advisory Inc. | 0.28% | Add +1.2% | 33,057 | $1.9M |
| Kelly Financial Services LLC | 0.45% | Add +8.9% | 32,911 | $1.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.39% | Add +9.1% | 32,920 | $1.9M |
| US Bancorp \de | 0.00% | Reduce -16.8% | 32,837 | $1.9M |
| West Michigan Advisors, LLC | 0.41% | Reduce -44.4% | 32,546 | $1.8M |
| Nordwand Advisors, LLC | 0.32% | Add +64.8% | 32,240 | $1.8M |
| Columbia Bank | 0.52% | Reduce -1.2% | 32,124 | $1.8M |
| Investor's Fiduciary Advisor Network, LLC | 0.56% | Reduce -2.0% | 32,031 | $1.8M |
| Midwest Professional Planners, LTD. | 0.43% | Add +11.9% | 31,939 | $1.8M |
| FMR LLC | 0.00% | Add +223.8% | 31,769 | $1.8M |
| Modus Advisors, LLC | 0.49% | Reduce -0.2% | 31,554 | $1.8M |
| Navis Wealth Advisors, LLC | 0.91% | Reduce -36.6% | 31,384 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +66.4% | 31,311 | $1.8M |
| Spinnaker Investment Group, LLC | 0.36% | Add +7.3% | 31,274 | $1.8M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -5.4% | 31,249 | $1.8M |
| Autumn Glory Partners, LLC | 0.64% | Add +18.7% | 30,968 | $1.8M |
| XML Financial, LLC | 0.14% | Add +11.9% | 30,610 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.21% | Add +0.7% | 30,564 | $1.7M |
| BKM Wealth Management, LLC | 0.63% | Add +0.2% | 30,563 | $1.7M |
| StoneX Group Inc. | 0.09% | Reduce -50.4% | 30,525 | $1.7M |
| Aspen Investment Management Inc | 0.53% | Add +18.4% | 30,432 | $1.7M |
| Grant Private Wealth Management Inc | 0.91% | Add +0.8% | 30,373 | $1.7M |
| Gables Capital Management Inc. | 0.73% | Reduce -4.0% | 30,264 | $1.7M |
| Security National Bank of So Dak | 0.82% | No change | 29,885 | $1.7M |
| First Horizon Corp. | 0.07% | New | 29,818 | $1.7M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -18.1% | 29,037 | $1.6M |
| HBK Sorce Advisory LLC | 0.03% | Add +13.7% | 29,355 | $1.6M |
| ELCO Management Co., LLC | 0.79% | Reduce -0.3% | 28,900 | $1.6M |
| Herbst Group, LLC | 1.01% | Reduce -18.4% | 28,770 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.18% | Add +2.1% | 28,549 | $1.6M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -23.5% | 28,339 | $1.6M |
| Stirlingshire Investments, Inc. | 1.41% | Reduce -37.0% | 28,282 | $1.6M |
| Triad Wealth Partners, LLC | 0.13% | Add +7.8% | 28,257 | $1.6M |
| Retirement Planning Group, LLC | 0.05% | Reduce -67.8% | 28,208 | $1.6M |
| GC Wealth Management RIA, LLC | 0.07% | No change | 28,152 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Reduce -12.6% | 28,050 | $1.6M |
| Post Resch Tallon Group Inc. | 1.29% | Reduce -3.6% | 28,092 | $1.6M |
| Citizens Financial Group Inc. | 0.02% | Add +19.9% | 27,940 | $1.6M |
| Generation Capital Management LLC | 1.16% | Reduce -5.9% | 27,897 | $1.6M |
| CPC Advisors, LLC | 0.26% | Reduce -13.6% | 27,782 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +15.0% | 27,477 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Add +7.9% | 27,447 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -1.2% | 27,387 | $1.6M |
| New Wave Wealth Advisors LLC | 0.54% | New | 27,384 | $1.6M |
| Reyes Financial Architecture, Inc. | 1.27% | Add +40.1% | 27,374 | $1.6M |
| Armor Investment Advisors, LLC | 0.55% | Reduce -12.4% | 27,136 | $1.5M |
| Institute for Wealth Management, LLC. | 0.17% | Add +7.2% | 27,111 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +0.0% | 26,946 | $1.5M |
| DB&C Advisors, LLC | 1.98% | Add +0.8% | 26,909 | $1.5M |
| Sloy Dahl & Holst, LLC | 0.21% | Add +4.0% | 26,827 | $1.5M |
| Strategic Wealth Advisors LLC | 1.21% | Reduce -0.8% | 26,666 | $1.5M |
| Meridian Wealth Management, LLC | 0.05% | Add +2.4% | 26,643 | $1.5M |
| Prosperitas Financial LLC | 0.56% | Add +1.7% | 26,518 | $1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +75.2% | 26,411 | $1.5M |
| Aventura Private Wealth, LLC | 0.55% | Reduce -47.1% | 26,379 | $1.5M |
| Howard Wealth Management, LLC | 0.63% | Reduce -2.0% | 26,377 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Add +3.8% | 26,333 | $1.5M |
| Kestra Investment Management, LLC | 0.03% | Add +12.6% | 26,279 | $1.5M |
| Cascade Investment Group, Inc. | 0.97% | Reduce -4.9% | 25,988 | $1.5M |
| Novem Group | 0.17% | Add +13.1% | 25,569 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 25,560 | $1.4M |
| Frederick Financial Consultants, LLC | 0.72% | Add +2.0% | 25,521 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +349.8% | 25,482 | $1.4M |
| Matisse Capital | 0.62% | Add +190.3% | 25,443 | $1.4M |
| Wealth Alliance, LLC | 0.14% | Add +1.3% | 25,213 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +33.2% | 25,023 | $1.4M |
| Brown Advisory Inc. | 0.00% | Add +0.5% | 24,997 | $1.4M |
| PKS Advisory Services, LLC | 0.33% | Add +2.5% | 24,963 | $1.4M |
| Arrowroot Family Office, LLC | 0.47% | Add +18.5% | 24,953 | $1.4M |
| Fortis Capital Advisors, LLC | 0.18% | Add +332.1% | 24,797 | $1.4M |
| Nelson Capital Management, LLC | 0.17% | Reduce -21.5% | 24,586 | $1.4M |
| Plotkin Financial Advisors, LLC | 0.69% | Add +5.5% | 24,304 | $1.4M |
| Boreal Capital Management LLC | 1.33% | Reduce -32.3% | 24,214 | $1.4M |
| Bluespring Wealth Management, LLC | 0.12% | Add +19.0% | 23,981 | $1.4M |
| Tucker Asset Management LLC | 0.41% | Add +3.7% | 23,933 | $1.4M |
| McCarter Private Wealth Services LLC | 0.59% | No change | 23,932 | $1.4M |
| GWN Securities Inc. | 0.26% | Add +9.8% | 23,897 | $1.4M |
| Smith, Moore & Co. | 0.10% | Reduce -5.9% | 23,831 | $1.4M |
| Main Line Retirement Advisors, LLC | 0.67% | Add +19.5% | 23,817 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.80% | Add +0.5% | 23,765 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.91% | Reduce -0.6% | 23,652 | $1.3M |
| Ascension Capital Advisors, Inc. | 0.42% | Reduce -0.1% | 23,568 | $1.3M |
| Verity Asset Management, Inc. | 0.56% | Reduce -9.2% | 23,349 | $1.3M |
| Elevation Wealth Management LLC | 1.22% | Reduce -0.2% | 23,340 | $1.3M |
| D'Orazio & Associates, Inc. | 0.17% | Reduce -5.6% | 23,256 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.09% | No change | 23,248 | $1.3M |
| Brown Miller Wealth Management, LLC | 0.37% | Add +9.7% | 23,227 | $1.3M |
| Murphy & Mullick Capital Management Corp | 0.97% | Add +7.1% | 23,212 | $1.3M |
| LRI Investments, LLC | 0.12% | Add +1.0% | 23,127 | $1.3M |
| Berger Financial Group, Inc | 0.07% | Reduce -17.8% | 22,839 | $1.3M |
| Pacific Park Financial, Inc. | 0.84% | Reduce -29.1% | 22,772 | $1.3M |
| Cozad Asset Management Inc. | 0.10% | Add +19.8% | 22,605 | $1.3M |
| Dynasty Wealth Management, LLC | 0.01% | New | 22,584 | $1.3M |
| PCM Encore, LLC | 0.26% | Add +0.3% | 22,533 | $1.3M |
| Teucrium Investment Advisors, LLC | 0.99% | Reduce -5.2% | 22,652 | $1.3M |
| Smallwood Wealth Investment Management, LLC | 0.67% | Add +0.9% | 22,498 | $1.3M |
| Millennium Capital Advisors, LLC | 0.78% | Add +1.3% | 22,464 | $1.3M |
| Advyzon Investment Management, LLC | 0.11% | Add +147.3% | 22,447 | $1.3M |
| Falcon Wealth Planning | 0.09% | Reduce -1.9% | 22,187 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.14% | New | 22,160 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -14.8% | 22,136 | $1.3M |
| Code Waechter LLC | 0.74% | Add +0.6% | 22,018 | $1.2M |
| Bravias Capital Group, LLC | 0.82% | Reduce 0.0% | 22,010 | $1.2M |
| Trueblood Wealth Management, LLC | 0.49% | Reduce -0.6% | 22,000 | $1.2M |
| Milestone Asset Management Group, LLC | 0.73% | Add +5.8% | 21,970 | $1.2M |
| Strategic Advisors LLC | 0.21% | Add +11.0% | 21,913 | $1.2M |
| Wealth Dimensions Group, Ltd. | 0.24% | Reduce -5.6% | 21,891 | $1.2M |
| TCFG Wealth Management, LLC | 0.47% | Add +4.8% | 21,921 | $1.2M |
| TCFG Investment Advisors, LLC | 0.47% | — | 21,921 | $1.2M |
| Financial Partners Group, Inc | 0.15% | Add +0.9% | 21,713 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | Add +12.1% | 21,638 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Add +10.8% | 21,548 | $1.2M |
| Independence Asset Advisors, LLC | 0.44% | Add +27.9% | 21,460 | $1.2M |
| Maia Wealth LLC | 0.20% | Add +11.2% | 21,221 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.38% | Reduce -5.3% | 21,120 | $1.2M |
| BTS Asset Management, Inc. | 4.60% | Add +2.4% | 21,055 | $1.2M |
| Sun Financial Inc | 0.60% | Add +11.8% | 21,255 | $1.2M |
| Pasadena Private Wealth, LLC | 0.17% | Reduce -2.0% | 20,990 | $1.2M |
| Tritonpoint Wealth, LLC | 0.13% | Add +10.0% | 20,969 | $1.2M |
| Meridian Financial Advisors, LLC | 0.65% | Add +21.0% | 20,875 | $1.2M |
| Commerce Bank | 0.01% | Add +199.4% | 20,815 | $1.2M |
| Capasso Planning Partners LLC | 0.63% | Add +145.1% | 20,753 | $1.2M |
| Bay Rivers Group | 0.48% | Add +24.6% | 20,354 | $1.2M |
| RoundAngle Advisors LLC | 0.85% | Reduce -9.1% | 20,163 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -41.5% | 20,078 | $1.1M |
| Ameriflex Group, Inc. | 0.57% | Reduce -39.9% | 20,013 | $1.1M |
| Highland Capital Management, LLC | 0.06% | Reduce -1.9% | 20,000 | $1.1M |
| Mendel Capital Management LLC | 0.57% | — | 19,918 | $1.1M |
| First Commonwealth Financial Corp | 0.18% | Add +94.1% | 19,751 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -89.4% | 19,716 | $1.1M |
| Cpwa, LLC | 1.33% | — | 20,005 | $1.1M |
| New Insight Wealth Advisors | 0.40% | Add +60.5% | 19,661 | $1.1M |
| Jackson Hole Capital Partners, LLC | 0.18% | Add +1.1% | 19,652 | $1.1M |
| Yukon Wealth Management, Inc. | 0.66% | Add +0.6% | 19,645 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.16% | No change | 19,543 | $1.1M |
| NBT Bank, N.A. | 0.07% | Add +90.0% | 19,535 | $1.1M |
| Burling Wealth Partners, LLC | 0.18% | Reduce -14.3% | 19,517 | $1.1M |
| Bellwether Advisors, LLC | 0.19% | No change | 19,393 | $1.1M |
| Blue Chip Partners, LLC | 0.08% | Add +45.5% | 19,371 | $1.1M |
| Fiduciary Financial Group, LLC | 0.14% | Add +0.9% | 19,263 | $1.1M |
| Andina Capital Management, LLC | 0.98% | Reduce -22.6% | 19,195 | $1.1M |
| Sunbelt Securities, Inc. | 0.07% | Add +5.1% | 19,147 | $1.1M |
| Greenwich Wealth Management LLC | 0.04% | Reduce -46.5% | 19,104 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.10% | Add +0.5% | 19,100 | $1.1M |
| Innovative Wealth Building LLC | 0.76% | Reduce -21.3% | 19,041 | $1.1M |
| Wealth Watch Advisors, INC | 0.45% | Add +37.4% | 19,041 | $1.1M |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Add +3.0% | 19,001 | $1.1M |
| Winebrenner Capital Management LLC | 0.69% | Add +3.7% | 18,885 | $1.1M |
| Mainstream Capital Management LLC | 0.72% | Reduce -34.2% | 18,850 | $1.1M |
| Westbourne Investment Advisors, Inc. | 0.31% | Add +1.6% | 18,600 | $1.1M |
| Meridian Financial Partners LLC | 0.40% | Add +206.3% | 18,528 | $1.0M |
| CGN Advisors LLC | 0.08% | Add +18.9% | 18,467 | $1.0M |
| Beckerman Institutional, LLC | 0.55% | Reduce -1.1% | 18,376 | $1.0M |
| Quartz Partners, LLC | 0.40% | Add +93.7% | 18,148 | $1.0M |
| ERn Financial, LLC | 0.19% | Reduce -5.0% | 18,034 | $1.0M |
| Platform Technology Partners | 0.20% | Add +32.2% | 18,008 | $1.0M |
| Mainsail Asset Management, LLC | 0.46% | Add +1.9% | 17,891 | $1.0M |
| Aviance Capital Partners, LLC | 0.12% | Reduce -0.3% | 17,863 | $1.0M |
| Cathy Pareto & Associates, Inc. | 0.68% | Reduce -2.7% | 17,813 | $1.0M |
| Portfolio Strategies, Inc. | 0.12% | Add +9.4% | 17,567 | $996K |
| BCGM Wealth Management, LLC | 0.25% | Reduce -9.9% | 17,543 | $994K |
| Nvwm, LLC | 0.22% | Add +0.6% | 17,513 | $993K |
| Unique Wealth, LLC | 0.14% | Add +2.3% | 17,462 | $990K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -2.9% | 17,443 | $989K |
| Aft, Forsyth & Company, Inc. | 0.46% | Add +8.3% | 17,305 | $981K |
| Argyle Capital Partners, LLC | 0.70% | Add +6.2% | 17,262 | $978K |
| Axis Wealth Partners, LLC | 0.52% | Add +11.1% | 17,201 | $975K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.7% | 17,187 | $974K |
| Old Mission Capital LLC | 0.02% | Reduce -49.2% | 17,107 | $970K |
| Coordinated Financial Services, Inc. | 0.56% | Reduce -18.6% | 17,052 | $966K |
| Channel Wealth LLC | 0.23% | Reduce -86.0% | 17,013 | $964K |
| Chilton Investment Co. Inc. | 0.02% | New | 16,813 | $953K |
| Strategic Family Wealth Counselors, L.L.C. | 0.25% | Add +0.1% | 16,768 | $950K |
| Gilpin Wealth Management, LLC | 0.75% | Reduce -1.1% | 16,728 | $948K |
| Soundwatch Capital LLC | 0.12% | New | 16,683 | $946K |
| Rwa Wealth Partners, LLC | 0.01% | Add +56.2% | 16,574 | $939K |
| Apollon Financial, LLC | 0.13% | Add +11.7% | 16,524 | $937K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.9% | 16,404 | $930K |
| MRA Advisory Group | 0.38% | Add +2.4% | 16,292 | $923K |
| Marion Wealth Management | 0.20% | Reduce -5.3% | 16,288 | $923K |
| Plan Group Financial, LLC | 0.22% | Add +49.7% | 16,241 | $921K |
| OMNI 360 Wealth, Inc. | 0.47% | Reduce -1.8% | 16,235 | $920K |
| BIP Wealth, LLC | 0.04% | Reduce -50.4% | 16,233 | $920K |
| Pointe Capital Management LLC | 0.46% | Reduce -0.5% | 16,210 | $919K |
| Atlantic Private Wealth, LLC | 0.60% | No change | 16,206 | $919K |
| Sovran Advisors, LLC | 0.07% | Reduce -4.0% | 15,810 | $910K |
| Sanders Morris Harris LLC | 0.15% | Add +59.5% | 16,061 | $910K |
| Jupiter Wealth Management LLC | 0.36% | No change | 16,250 | $909K |
| XY Planning Network, Inc. | 0.14% | Add +22.7% | 16,091 | $908K |
| Savvy Advisors, Inc. | 0.02% | Reduce -0.2% | 15,962 | $905K |
| SevenBridge Financial Group, LLC | 0.14% | Reduce -9.9% | 15,767 | $903K |
| White Knight Strategic Wealth Advisors, LLC | 0.76% | Reduce -19.6% | 15,930 | $903K |
| Tactive Advisors, LLC | 0.25% | Reduce -5.9% | 15,790 | $895K |
| Madison Wealth Partners, Inc | 0.14% | Add +28.2% | 15,704 | $890K |
| Fiduciary Group, LLC | 0.08% | Add +1.8% | 15,678 | $889K |
| Menard Financial Group LLC | 0.62% | Add +1.4% | 15,618 | $885K |
| Bluedoor Private Wealth, LLC | 0.41% | Add +36.1% | 15,614 | $885K |
| Pincus Capital Management, LP | 0.61% | No change | 15,500 | $879K |
| IAM Advisory, LLC | 0.20% | Reduce -4.3% | 15,446 | $876K |
| 4J Wealth Management LLC | 0.49% | Add +78.4% | 15,351 | $870K |
| Tranquility Partners, LLC | 0.33% | Add +7.1% | 15,303 | $867K |
| Atlas Private Wealth Advisors | 0.20% | New | 15,290 | $867K |
| Endeavor Private Wealth, Inc. | 0.25% | Reduce -5.3% | 15,290 | $867K |
| Cypress Capital Management LLC (WY) | 0.82% | Reduce -6.4% | 15,214 | $862K |
| Independent Investors Inc. | 0.17% | No change | 15,211 | $862K |
| Pinnacle Wealth Management, LLC | 0.58% | Reduce -90.8% | 15,123 | $857K |
| Brasada Capital Management, LP | 0.16% | Reduce -6.8% | 15,112 | $857K |
| Strategic Financial Concepts, LLC | 0.21% | New | 15,049 | $853K |
| Keating Financial Advisory Services, Inc. | 0.14% | Add +5.0% | 14,951 | $847K |
| TritonPoint Partners, LLC | 0.31% | New | 14,912 | $845K |
| Kraematon Investment Advisors, Inc. | 0.68% | Reduce -8.6% | 14,845 | $841K |
| Lighthouse Financial Services Inc. | 0.19% | Add +23.2% | 14,518 | $840K |
| Carnegie Lake Advisors LLC | 0.34% | Reduce -1.6% | 14,787 | $838K |
| Alliance Wealth Advisors, LLC | 0.40% | Add +6.9% | 14,771 | $837K |
| Next Level Private LLC | 0.19% | Reduce -16.6% | 14,595 | $827K |
| American Capital Advisory, LLC | 0.34% | Reduce -0.1% | 14,593 | $827K |
| Legacy Bridge, LLC | 0.32% | Add +2.8% | 14,591 | $827K |
| Cascades Capital Asset Management, LLC | 0.35% | Reduce -22.4% | 14,577 | $826K |
| Compound Planning, Inc. | 0.03% | Add +5.8% | 14,555 | $825K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.9% | 14,501 | $822K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +3.4% | 14,134 | $817K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -86.6% | 14,167 | $815K |
| Marshall Financial Group, LLC | 0.13% | Reduce -5.4% | 14,324 | $812K |
| Elevatus Welath Management | 0.42% | Reduce -0.9% | 14,276 | $809K |
| Pure Financial Advisors, LLC | 0.01% | Add +12.0% | 14,276 | $809K |
| Forteris Wealth Management Inc. | 0.77% | Add +4.0% | 14,244 | $807K |
| Resolute Wealth Strategies, LLC | 0.35% | Add +1.9% | 14,190 | $804K |
| Capital Advisors, Ltd. LLC | 0.09% | Add +0.1% | 14,187 | $804K |
| Fidelis Wealth Advisors LLC | 1.16% | Reduce -2.7% | 14,110 | $800K |
| Red Crane Wealth Management, LLC | 0.65% | Add +2.0% | 13,859 | $786K |
| Activest Wealth Management | 0.14% | Add +24.1% | 13,758 | $780K |
| Private Wealth Asset Management, LLC | 0.08% | Add +0.5% | 13,752 | $779K |
| Arete Wealth Advisors, LLC | 0.06% | Add +0.8% | 13,630 | $773K |
| Encompass More Asset Management | 0.13% | Add +2.4% | 13,550 | $768K |
| Laraway Financial Advisors Inc | 0.54% | Add +7.8% | 13,531 | $767K |
| Delta Investment Management, LLC | 0.14% | Add +29.7% | 13,517 | $766K |
| Benchmark Financial Wealth Advisors, LLC | 0.21% | Reduce -16.3% | 13,505 | $765K |
| Cassady Wealth & Retirement Planning, LLC | 0.39% | Reduce -11.2% | 13,212 | $761K |
| Rockingstone Advisors LLC | 0.35% | Add +1.3% | 13,385 | $759K |
| Lionsbridge Wealth Management LLC | 0.76% | Add +1.1% | 13,353 | $757K |
| Pegasus Asset Management, Inc. | 0.24% | Add +8.2% | 13,321 | $755K |
| Leo Wealth, LLC | 0.05% | Add +0.4% | 13,290 | $753K |
| Keystone Wealth Services, LLC | 0.16% | New | 13,225 | $750K |
| Prosperity Financial Group, Inc. | 0.28% | Reduce -2.0% | 13,200 | $748K |
| Cascade Financial Partners, LLC | 0.08% | Add +4.8% | 13,191 | $748K |
| Integrated Wealth Management | 0.85% | Add +1.6% | 13,120 | $744K |
| CRA Financial Services, LLC | 0.10% | Add +0.1% | 13,112 | $743K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -9.0% | 13,103 | $743K |
| Commonwealth Financial Services, LLC | 0.12% | Add +1.1% | 13,020 | $738K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +10.6% | 13,017 | $738K |
| Lakeridge Wealth Management LLC | 0.31% | Add +2.4% | 12,915 | $732K |
| TopTier Wealth Management, LLC | 0.45% | Reduce -0.3% | 12,908 | $732K |
| Brighton Jones LLC | 0.02% | Reduce -89.9% | 12,862 | $729K |
| Dana Investment Advisors, Inc. | 0.02% | Reduce -0.0% | 12,826 | $727K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +11.3% | 12,796 | $725K |
| Balboa Wealth Partners | 0.12% | Add +6.9% | 12,787 | $725K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +154.1% | 12,758 | $723K |
| Oakmont Advisory Group, LLC | 0.73% | Add +39.9% | 12,660 | $718K |
| Harbor Asset Planning, Inc. | 0.60% | Reduce -8.0% | 12,644 | $717K |
| Orgel Wealth Management, LLC | 0.02% | Add +79.0% | 12,640 | $716K |
| Taylor & Morgan Wealth Management, LLC | 0.41% | Reduce -0.5% | 12,602 | $714K |
| Waller Financial Planning Group, Inc. | 0.16% | Add +83.2% | 12,558 | $712K |
| Arcus Capital Partners, LLC | 0.26% | Add +5.6% | 12,519 | $710K |
| Heritage Oak Wealth Advisors LLC | 0.23% | New | 12,493 | $708K |
| Stenger Family Office, LLC | 0.12% | Add +18.0% | 12,461 | $706K |
| Cypress Wealth Services, LLC | 0.10% | Add +0.9% | 12,381 | $702K |
| Atticus Wealth Management, LLC | 0.19% | Add +9.3% | 12,336 | $699K |
| Sterling Manor Financial, LLC | 0.44% | Add +22.5% | 12,330 | $699K |
| Brown Brothers Harriman & Co. | 0.00% | Add +795.6% | 12,297 | $697K |
| Fortis Group Advisors, LLC | 0.12% | Reduce -4.2% | 12,076 | $695K |
| Athena Wealth Management, LLC | 0.56% | Reduce -18.9% | 12,036 | $682K |
| Guided Capital Wealth Management, LLC | 0.45% | No change | 11,986 | $679K |
| West Bancorporation Inc. | 0.34% | Reduce -2.9% | 11,950 | $677K |
| Fortune Financial Group, Inc. | 0.61% | Add +10.7% | 11,942 | $677K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -28.6% | 11,830 | $671K |
| Certior Financial Group, LLC | 0.43% | Add +49.1% | 11,811 | $669K |
| Advance Capital Management, Inc. | 0.03% | Reduce -17.9% | 11,743 | $666K |
| HM Payson & Co. | 0.01% | Add +28.7% | 11,515 | $653K |
| Coquina Private Wealth LLC | 0.52% | Add +40.9% | 11,493 | $651K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +170.2% | 11,439 | $648K |
| Private Trust Co. NA | 0.06% | Add +274.4% | 11,400 | $646K |
| Pennsylvania Capital Management Inc. | 0.19% | Reduce -8.7% | 11,393 | $646K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 11,350 | $643K |
| Colonial Trust Co / SC | 0.09% | No change | 11,294 | $640K |
| Maridea Wealth Management LLC | 0.09% | Reduce -15.9% | 11,289 | $640K |
| Hixon Zuercher, LLC | 0.20% | Add +6.7% | 11,278 | $639K |
| Darden Wealth Group Inc | 0.32% | Add +0.0% | 11,229 | $637K |
| MSH Capital Advisors LLC | 0.13% | Add +32.6% | 11,103 | $629K |
| Red Door Wealth Management, LLC | 0.07% | Add +31.8% | 11,100 | $629K |
| Sherman Wealth Management LLC | 0.54% | Add +21.1% | 11,098 | $629K |
| Trust Co | 0.06% | Reduce -0.9% | 11,015 | $624K |
| Aurdan Capital Management, LLC | 0.19% | Add +6.7% | 10,952 | $621K |
| SouthState Bank Corp | 0.03% | New | 10,930 | $620K |
| Skyline Advisors, Inc. | 0.22% | Reduce -32.0% | 10,928 | $619K |
| Camelot Portfolios, LLC | 0.46% | Add +4.9% | 10,906 | $618K |
| Park National Corp. | 0.02% | Reduce -0.9% | 10,903 | $618K |
| Personal Cfo Solutions, LLC | 0.09% | Reduce -6.9% | 10,893 | $617K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -40.9% | 10,843 | $615K |
| Latitude Advisors, LLC | 0.28% | Reduce -5.8% | 10,826 | $614K |
| Park Place Capital Corp | 0.12% | Reduce -12.7% | 10,769 | $610K |
| Fiduciary Trust Co | 0.01% | Add +3.0% | 10,732 | $608K |
| Wesbanco Bank Inc. | 0.02% | Reduce -14.6% | 10,719 | $608K |
| Accurate Wealth Management, LLC | 0.07% | New | 10,520 | $607K |
| Florida Financial Advisors, LLC | 0.15% | Reduce -21.4% | 10,715 | $607K |
| Cora Capital Advisors LLC | 0.20% | Reduce -74.8% | 10,698 | $606K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +15.6% | 10,691 | $606K |
| Wellington Shields Capital Management, LLC | 0.09% | Reduce -17.8% | 10,633 | $603K |
| AssuredPartners Investment Advisors, LLC | 0.07% | New | 10,575 | $600K |
| Rothschild Wealth LLC | 0.05% | Add +9.4% | 10,538 | $597K |
| QP Wealth Management, LLC | 1.02% | Reduce -65.2% | 10,457 | $593K |
| LVZ, Inc. | 0.07% | Add +5.5% | 10,451 | $592K |
| Fisher Asset Management | 0.00% | Add +7.6% | 10,397 | $589K |
| Ascentis Wealth Management, LLC | 0.12% | Reduce -19.4% | 10,334 | $586K |
| Maripau Wealth Management LLC | 0.26% | Add +12.1% | 10,315 | $585K |
| Legacy Financial Strategies, LLC | 0.11% | Reduce -42.6% | 10,296 | $584K |
| Venture Visionary Partners LLC | 0.02% | Reduce -3.0% | 10,282 | $583K |
| KFA Private Wealth Group, LLC | 0.14% | Add +7.7% | 10,245 | $581K |
| Lineweaver Wealth Advisors, LLC | 0.08% | Reduce -9.8% | 10,227 | $580K |
| Fortis Advisors, LLC | 0.29% | Add +1.9% | 10,222 | $579K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -8.1% | 10,222 | $579K |
| Financial Gravity Asset Management, Inc. | 0.10% | Add +1867.8% | 10,213 | $579K |
| Mascoma Wealth Management LLC | 0.12% | Add +0.2% | 10,212 | $579K |
| Formidable Asset Management, LLC | 0.09% | Reduce -6.6% | 10,107 | $579K |
| American Money Management, LLC | 0.09% | Reduce -0.3% | 10,189 | $578K |
| Plus Group Wealth Advisors LLC | 0.63% | Add +6.2% | 10,163 | $576K |
| Crumly & Associates Inc. | 0.12% | Add +14.9% | 10,152 | $575K |
| Castle Rock Wealth Management, LLC | 0.12% | Add +13.7% | 10,170 | $574K |
| Bridgewealth Advisory Group, LLC | 0.12% | Reduce -66.2% | 10,066 | $571K |
| Richmond Investment Services, LLC | 0.09% | New | 10,020 | $568K |
| Mattern Wealth Management LLC | 0.11% | No change | 9,954 | $564K |
| Grandview Asset Management LLC | 0.16% | Reduce -15.9% | 9,937 | $563K |
| Monument Capital Management | 0.14% | Reduce -1.8% | 9,923 | $562K |
| Fiduciary Alliance LLC | 0.03% | Add +4.2% | 9,686 | $558K |
| Renaissance Technologies | 0.00% | Reduce -86.1% | 9,835 | $557K |
| Clearwave Capital, LLC | 0.38% | Add +0.6% | 9,806 | $556K |
| Detalus Advisors, LLC | 0.13% | Add +0.3% | 9,791 | $555K |
| Texas Yale Capital Corp. | 0.02% | Add +19.6% | 9,750 | $553K |
| Endowment Wealth Management, Inc. | 0.24% | Add +2.6% | 9,631 | $546K |
| Key Financial Inc | 0.10% | No change | 9,601 | $544K |
| KKM Financial LLC | 0.10% | No change | 9,462 | $542K |
| Regatta Capital Group, LLC | 0.08% | Add +1.3% | 9,530 | $540K |
| Vickerman Investment Advisors, Inc. | 0.11% | Add +26.6% | 9,524 | $540K |
| Columbia Advisory Partners LLC | 0.34% | Add +39.0% | 9,523 | $540K |
| Accredited Investors Inc. | 0.03% | Add +19.1% | 9,521 | $540K |
| Strong Retirement Solutions LLC | 0.38% | New | 9,500 | $538K |
| One Capital Management, LLC | 0.01% | Add +0.2% | 9,461 | $536K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +5.0% | 9,441 | $535K |
| Quattro Financial Advisors LLC | 0.16% | Add +67.4% | 9,373 | $531K |
| Shum Financial Group, Inc. | 0.38% | Add +10.9% | 9,372 | $531K |
| Sentinel Advisory Group, LLC | 0.26% | — | 9,368 | $531K |
| Argent Advisors, Inc. | 0.14% | Add +45.9% | 9,272 | $526K |
| Innovative Advisory Group, LLC | 0.46% | Reduce -24.2% | 9,251 | $524K |
| Citadel Advisors | 0.00% | Reduce -90.0% | 9,178 | $520K |
| PVG Asset Management Corp. | 0.31% | Reduce -13.0% | 9,165 | $517K |
| American Financial Advisors, LLC | 0.07% | Add +9.5% | 9,106 | $516K |
| Harvest Investment Services, LLC | 0.09% | Reduce -17.4% | 9,074 | $514K |
| Comprehensive Financial Planning, Inc. | 0.36% | Add +1.9% | 9,074 | $514K |
| Bison Wealth, LLC | 0.05% | Add +7.3% | 9,110 | $510K |
| Mission Wealth Management, LP | 0.01% | Add +59.2% | 8,876 | $503K |
| Rebalance, LLC | 0.03% | New | 8,767 | $497K |
| Evolution Wealth Advisors, LLC | 0.05% | Reduce -18.7% | 8,715 | $494K |
| Odyssey Capital Advisors, Inc. | 0.44% | Add +1.6% | 8,688 | $492K |
| United Bank | 0.16% | New | 8,669 | $491K |
| Corps Capital Advisors, LLC | 0.43% | Reduce -0.9% | 8,649 | $490K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,617 | $488K |
| Riverchase Wealth Management, LLC | 0.25% | Add +0.4% | 8,510 | $482K |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.4% | 8,458 | $479K |
| Cape Investment Advisory, Inc. | 0.16% | Add +54.6% | 8,410 | $477K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -3.1% | 8,395 | $476K |
| Prota Financial, LLC | 0.34% | Reduce -96.0% | 8,386 | $475K |
| Stablepoint Partners, LLC | 0.07% | Add +17.5% | 8,380 | $475K |
| VestGen Advisors, LLC | 0.01% | Add +5.1% | 8,362 | $469K |
| Gateway Wealth Partners, LLC | 0.02% | Add +116.1% | 8,206 | $465K |
| Realta Investment Advisors | 0.16% | Reduce -16.9% | 8,161 | $463K |
| Cherry Creek Investment Advisors, Inc. | 0.20% | Reduce -18.2% | 8,128 | $461K |
| WealthSpring Partners, LLC | 0.42% | No change | 8,126 | $461K |
| PlanVest Financial, Inc | 0.35% | — | 8,110 | $460K |
| Kirtland Hills Capital Management, LLC | 0.15% | New | 8,004 | $458K |
| Stegent Equity Advisors, Inc. | 0.39% | Reduce -1.2% | 8,073 | $458K |
| Winch Advisory Services, LLC | 0.10% | Add +15.7% | 8,006 | $454K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 8,000 | $453K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | Reduce -1.6% | 7,973 | $452K |
| Bright Futures Wealth Management, LLC. | 0.31% | Add +0.2% | 7,924 | $449K |
| Hurley Capital, LLC | 0.24% | Add +5.2% | 7,922 | $449K |
| Consilium Wealth Advisory, LLC | 0.15% | No change | 7,911 | $448K |
| Essential Investment Partners LLC | 0.41% | Reduce -43.3% | 7,853 | $445K |
| Sincerus Advisory, LLC | 0.34% | Reduce -9.1% | 7,843 | $445K |
| WASHINGTON TRUST Co | 0.01% | New | 7,838 | $444K |
| Evercore Wealth Management, LLC | 0.01% | Reduce -39.0% | 7,834 | $444K |
| Fearless Solutions, LLC dba Best Invest | 0.27% | Reduce -1.6% | 7,817 | $443K |
| SimpliFi, Inc. | 0.19% | Add +1.9% | 7,784 | $441K |
| Dover Advisors, LLC | 0.18% | Reduce -1.7% | 7,783 | $441K |
| JM2 Capital Inc. | 0.36% | Reduce -14.3% | 7,742 | $439K |
| Peoples Bank | 0.27% | New | 7,730 | $438K |
| Debussy Capital Management LP | 0.06% | Add +8.7% | 7,655 | $434K |
| Simplex Trading, LLC | 0.01% | New | 7,652 | $434K |
| Ashton Thomas Securities, LLC | 0.05% | No change | 7,640 | $433K |
| Chris Bulman Inc | 0.19% | Add +33.9% | 7,590 | $430K |
| Tortoise Investment Management, LLC | 0.04% | New | 7,571 | $429K |
| Ritholtz Wealth Management | 0.01% | Reduce -48.2% | 7,555 | $428K |
| Comprehensive Money Management Services LLC | 0.28% | Add +31.7% | 7,548 | $428K |
| Rolek Wealth Management LLC | 0.31% | No change | 7,542 | $427K |
| BTG Pactual Asset Management US LLC | 0.04% | New | 7,529 | $427K |
| Wetzel Investment Advisors, Inc. | 0.17% | Add +62.3% | 7,517 | $426K |
| Selby Wealth Management, LLC | 0.17% | Reduce -7.5% | 7,513 | $426K |
| Simplicity Wealth,LLC | 0.02% | Add +17.8% | 7,491 | $425K |
| TAGStone Capital, Inc. | 0.15% | Add +1.9% | 7,489 | $424K |
| Landmark Wealth Management, LLC | 0.11% | Add +67.7% | 7,443 | $422K |
| Choate Investment Advisors | 0.01% | No change | 7,435 | $421K |
| Beacon Financial Planning, Inc. | 0.16% | New | 7,410 | $420K |
| Reicon Wealth Advisors, LLC | 0.32% | Add +17.6% | 7,383 | $418K |
| Tepp RIA, LLC | 0.33% | Add +22.9% | 7,381 | $418K |
| Mascagni Wealth Management, Inc. | 0.30% | Add +15.7% | 7,366 | $418K |
| Hilton Head Capital Partners, LLC | 0.24% | Add +161.2% | 7,354 | $417K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +3.1% | 7,338 | $416K |
| Cedar Mountain Advisors, LLC | 0.08% | Add +225.7% | 7,332 | $416K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -2.6% | 7,302 | $414K |
| Wealth Management Partners, LLC | 0.12% | Add +6.9% | 7,296 | $414K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.14% | Reduce -18.3% | 7,226 | $412K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -1.8% | 7,229 | $410K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -86.8% | 7,161 | $406K |
| Perennial Investment Advisors, LLC | 0.03% | New | 7,155 | $406K |
| Westside Investment Management, Inc. | 0.06% | Add +7.5% | 7,170 | $405K |
| McAdam, LLC | 0.02% | Reduce -8.2% | 7,146 | $405K |
| Leigh Baldwin & Co., LLC | 0.26% | Reduce -2.3% | 7,120 | $404K |
| Capital City Trust Co. | 0.09% | No change | 7,104 | $403K |
| Sovereign Investment Advisors, LLC | 0.09% | New | 7,081 | $401K |
| Z3 Capital Partners, LLC | 0.10% | Add +6.0% | 7,075 | $401K |
| Private Capital Advisors, Inc. | 0.05% | Add +46.7% | 7,075 | $401K |
| Garrison Bradford & Associates Inc. | 0.45% | New | 7,055 | $400K |
| Keybank National Association | 0.00% | Reduce -15.2% | 7,015 | $398K |
| Advisory Advocates, LLC | 0.41% | No change | 7,010 | $397K |
| Sepio Capital, LP | 0.02% | Add +1.3% | 7,000 | $397K |
| Abel Hall, LLC | 0.08% | Add +75.0% | 7,000 | $397K |
| Pinion Investment Advisors, LLC | 0.09% | New | 6,987 | $396K |
| Columbia Asset Management | 0.07% | No change | 6,894 | $391K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -4.7% | 6,860 | $389K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -29.9% | 6,855 | $389K |
| Gaddis Premier Wealth Advisors LLC | 0.29% | Add +27.3% | 6,843 | $388K |
| Everstar Asset Management, LLC | 0.20% | New | 6,782 | $384K |
| Henderson Brothers Financial Partners, LLC | 0.10% | — | 6,756 | $383K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -6.8% | 6,748 | $382K |
| Vigil Wealth Management, LLC | 0.31% | Add +0.0% | 6,745 | $382K |
| WFA of San Diego, LLC | 0.31% | Reduce -4.6% | 6,743 | $382K |
| Cooper Capital Advisors LLC | 0.27% | No change | 6,682 | $379K |
| Alteri Wealth LLC | 0.12% | Add +0.2% | 6,663 | $378K |
| Bailard, Inc. | 0.01% | Add +6.8% | 6,661 | $378K |
| Signaturefd, LLC | 0.01% | Add +0.3% | 6,634 | $376K |
| PW Advisors, LLC \ FL | 0.28% | New | 6,605 | $374K |
| Mission Hills Financial Advisory, LLC | 0.19% | Add +1.0% | 6,577 | $373K |
| Core Wealth Partners LLC | 0.17% | Add +8.7% | 6,556 | $372K |
| Bank of New Hampshire | 0.09% | Reduce -6.3% | 6,556 | $372K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,555 | $372K |
| Walled Lake Planning & Wealth Management, LLC | 0.11% | Add +1.4% | 6,536 | $370K |
| Liberty Wealth Management LLC | 0.05% | Reduce -3.3% | 6,530 | $370K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +1.1% | 6,509 | $369K |
| Journey Strategic Wealth LLC | 0.01% | No change | 6,508 | $369K |
| White Wing Wealth Management | 0.22% | New | 6,469 | $367K |
| Auour Investments LLC | 0.11% | Reduce -62.1% | 6,361 | $361K |
| Balefire, LLC | 0.07% | Add +25.3% | 6,355 | $360K |
| Johnson & White Wealth Management, LLC | 0.15% | Reduce -35.1% | 6,354 | $360K |
| Capital Advisor Network LLC | 0.50% | — | 6,343 | $360K |
| NavPoint Financial, Inc. | 0.15% | Add +1.4% | 6,332 | $359K |
| Alexander Labrunerie & Co., Inc. | 0.14% | Reduce -0.8% | 6,321 | $358K |
| Synergy Financial Group, LTD | 0.27% | New | 6,315 | $358K |
| Baron Silver Stevens Financial Advisors, LLC | 0.05% | Add +39.9% | 6,313 | $358K |
| EPG Wealth Management LLC | 0.10% | Add +3.6% | 6,283 | $356K |
| Bull Harbor Capital LLC | 0.10% | — | 6,278 | $356K |
| Legacy Wealth Management, LLC / MS | 0.10% | No change | 6,267 | $355K |
| Roan Capital Partners | 0.32% | — | 6,170 | $350K |
| Trustmark Bank Trust Department | 0.02% | Reduce -9.1% | 6,127 | $347K |
| Patrick M Sweeney & Associates, Inc. | 0.22% | Add +0.1% | 6,094 | $345K |
| Laurel Oak Wealth Management, LLC | 0.06% | New | 6,058 | $343K |
| Capital Planning LLC | 0.11% | Reduce -18.4% | 6,040 | $342K |
| Brookwood Investment Group LLC | 0.04% | Reduce -28.6% | 6,027 | $342K |
| 1900 Wealth Management LLC | 0.02% | Reduce -0.1% | 6,006 | $340K |
| Level Wealth Management LLC | 0.16% | New | 6,005 | $340K |
| Zacks Investment Management | 0.00% | New | 6,001 | $340K |
| Welch Financial Planning, LLC | 0.24% | No change | 5,985 | $339K |
| Global Financial Private Client, LLC | 0.11% | Add +3.0% | 5,972 | $338K |
| Steinberganna Wealth Management | 0.16% | New | 5,938 | $337K |
| Crux Wealth Advisors | 0.13% | Add +1.1% | 5,872 | $333K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +18.2% | 5,851 | $332K |
| CWA Asset Management Group, LLC | 0.01% | Add +29.0% | 5,848 | $331K |
| Glen Eagle Advisors, LLC | 0.05% | Add +7.7% | 5,838 | $331K |
| Midwest Financial Group LLC | 0.14% | Add +18.3% | 5,828 | $330K |
| Southland Equity Partners LLC | 0.06% | Reduce -13.0% | 5,756 | $326K |
| Oarsman Capital, Inc. | 0.04% | Add +2.8% | 5,752 | $326K |
| GAMMA Investing LLC | 0.02% | Reduce -13.2% | 5,739 | $325K |
| 49 Wealth Management, LLC | 0.02% | Reduce -21.3% | 5,733 | $325K |
| Wills Financial Group LLC | 0.12% | Add +22.8% | 5,785 | $324K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | New | 5,700 | $323K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +36.4% | 5,698 | $323K |
| Wealth Advisory Solutions, LLC | 0.07% | New | 5,650 | $320K |
| Montz Harcus Wealth Management LLC | 0.13% | Add +1.9% | 5,641 | $320K |
| TPG Advisors LLC | 0.20% | New | 5,630 | $319K |
| BCS Wealth Management | 0.07% | Reduce -45.6% | 5,618 | $318K |
| Key Client Fiduciary Advisors, LLC | 0.11% | New | 5,578 | $316K |
| Entelevest, LLC | 0.32% | Reduce -25.9% | 5,558 | $315K |
| Chapman Financial Group, LLC | 0.23% | Reduce -26.2% | 5,553 | $315K |
| Taylor Securities Services, Inc. | 0.15% | New | 5,522 | $313K |
| 1620 Investment Advisors, Inc. | 0.21% | Add +0.3% | 5,519 | $313K |
| LWM Advisory Services, LLC | 0.33% | No change | 5,515 | $313K |
| Seelaus Asset Management LLC | 0.23% | Add +44.7% | 5,500 | $312K |
| Sentinel Pension Advisors, LLC | 0.05% | Reduce -17.2% | 5,433 | $308K |
| BOS Asset Management, LLC | 0.08% | Add +3.7% | 5,408 | $307K |
| Kuhn & Co Investment Counsel | 0.20% | No change | 5,400 | $306K |
| Cypress Capital Group | 0.03% | No change | 5,400 | $306K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 5,394 | $306K |
| Rollins Financial Advisors, LLC | 0.05% | Reduce -9.0% | 5,387 | $305K |
| Forum Financial Management, LP | 0.00% | Add +19.4% | 5,360 | $304K |
| Curi Capital, LLC | 0.01% | Reduce -19.7% | 5,360 | $304K |
| SageView Advisory Group, LLC | 0.01% | Add +2.3% | 5,338 | $303K |
| Nautilus Advisors LLC | 0.21% | Add +20.8% | 5,332 | $302K |
| Hutchens & Kramer Investment Management Group, LLC | 0.10% | Add +8.9% | 5,327 | $302K |
| Talon Private Wealth, LLC | 0.04% | — | 5,317 | $301K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 5,298 | $300K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 5,277 | $299K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 5,232 | $297K |
| Pinnacle Family Advisors, LLC | 0.14% | Reduce -7.4% | 5,207 | $295K |
| Patron Partners, LLC | 0.13% | Reduce -14.9% | 5,200 | $295K |
| South Shore Capital Advisors | 0.21% | Add +18.4% | 5,167 | $293K |
| Connecticut Wealth Management, LLC | 0.01% | New | 5,163 | $293K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +1.3% | 5,134 | $291K |
| KLCM Advisors, Inc. | 0.03% | Reduce -6.2% | 5,110 | $290K |
| CPA Asset Management Group, LLC | 0.10% | Reduce -76.3% | 5,092 | $289K |
| Fortem Financial Group, LLC | 0.07% | Add +24.5% | 5,082 | $288K |
| Solidarity Wealth, LLC | 0.05% | Add +0.7% | 5,039 | $286K |
| Sequent Planning LLC | 0.07% | New | 4,995 | $283K |
| SG Americas Securities, LLC | 0.00% | New | 5,000 | $283K |
| Equity Wealth Partners, LLC | 0.18% | Add +0.2% | 4,967 | $282K |
| Concorde Asset Management, LLC | 0.14% | Reduce -68.0% | 4,961 | $281K |
| Transce3nd, LLC | 2.49% | Add +5.9% | 4,954 | $281K |
| Rehmann Capital Advisory Group | 0.01% | New | 4,953 | $281K |
| 17 Capital Partners, LLC | 0.14% | Add +10.5% | 4,937 | $280K |
| Hudock, Inc. | 0.04% | Reduce -3.5% | 4,924 | $279K |
| WESPAC Advisors, LLC | 0.15% | Reduce -0.4% | 4,909 | $278K |
| Innovative Asset Advisors Group, LLC | 0.16% | — | 4,900 | $278K |
| Dudley Capital Management, LLC | 0.12% | Reduce -0.0% | 4,871 | $276K |
| National Bank of Canada | 0.00% | Reduce -31.5% | 4,870 | $276K |
| Summit Wealth & Retirement Planning, Inc. | 0.07% | Add +0.8% | 4,851 | $275K |
| Finivi Inc. | 0.15% | Reduce -1.2% | 4,838 | $274K |
| Gallacher Capital Management LLC | 0.10% | Add +0.8% | 4,805 | $272K |
| Kaizen Financial Strategies | 0.12% | Add +29.6% | 4,721 | $272K |
| Northland Securities, Inc. | 0.26% | Reduce -14.2% | 4,795 | $272K |
| Smith Thornton Advisors LLC | 0.14% | Reduce -0.2% | 4,793 | $272K |
| Roman Butler Fullerton & Co. | 0.07% | Add +35.9% | 4,695 | $270K |
| Signet Financial Management, LLC | 0.03% | New | 4,750 | $269K |
| AlTi Global, Inc. | 0.01% | Add +0.4% | 4,748 | $269K |
| Reliant Wealth Planning | 0.08% | Reduce -33.5% | 4,633 | $263K |
| HRC Wealth Management, LLC | 0.12% | Add +30.1% | 4,631 | $263K |
| 55 North Private Wealth, LLC | 0.07% | New | 4,617 | $262K |
| Able Wealth Management LLC | 0.07% | No change | 4,610 | $261K |
| Kelly Financial Group LLC | 0.07% | Add +17.5% | 4,601 | $261K |
| QTR Family Wealth, LLC | 0.11% | No change | 4,500 | $260K |
| Redwood Family Wealth LLC | 0.25% | Reduce -13.2% | 4,571 | $259K |
| Physician Wealth Advisors, Inc. | 0.04% | No change | 4,558 | $258K |
| Royal Fund Management, LLC | 0.02% | Add +15.4% | 6,046 | $258K |
| Quad-Cities Investment Group, LLC | 0.10% | Add +1.5% | 4,554 | $258K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +0.2% | 4,528 | $257K |
| Sonata Capital Group Inc. | 0.09% | Add +0.1% | 4,482 | $254K |
| Seeds Investor LLC | 0.03% | New | 4,388 | $254K |
| Welch Group, LLC | 0.01% | Add +0.3% | 4,465 | $253K |
| Great Lakes Retirement, Inc. | 0.03% | Add +11.2% | 4,405 | $250K |
| Tableaux LLC | 0.12% | Reduce -82.3% | 4,390 | $249K |
| Chatterton & Associates Inc. | 0.17% | No change | 4,299 | $248K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +13.6% | 4,380 | $248K |
| Advisor Resource Council | 0.10% | Reduce -28.0% | 4,366 | $247K |
| Meriwether Wealth & Planning, LLC | 0.13% | Reduce -7.6% | 4,324 | $245K |
| Beck Bode, LLC | 0.04% | Reduce -36.3% | 4,317 | $245K |
| Hilltop Holdings Inc. | 0.02% | Reduce -46.2% | 4,309 | $244K |
| Secure Asset Management, LLC | 0.04% | Add +16.4% | 4,304 | $244K |
| Trask Adam Roland | 0.23% | — | 4,300 | $244K |
| Hengehold Capital Management LLC | 0.02% | Reduce -23.8% | 4,288 | $243K |
| Atlas Brown,Inc. | 0.07% | Reduce -4.3% | 4,270 | $242K |
| Compass Ion Advisors, LLC | 0.02% | Add +14.2% | 4,252 | $241K |
| Embree Financial Group | 0.03% | Add +0.6% | 4,244 | $241K |
| Penbrook Management LLC | 0.18% | No change | 4,225 | $239K |
| Atlatl Advisers LLC | 0.18% | Add +4.8% | 4,206 | $238K |
| WealthTrust Axiom LLC | 0.06% | Add +0.1% | 4,194 | $238K |
| Leverty Financial Group, LLC | 0.05% | Reduce -4.9% | 4,176 | $237K |
| Stillwater Wealth Management Group | 0.15% | Add +7.8% | 4,170 | $236K |
| RPS Advisory Solutions LLC | 0.13% | Reduce -9.1% | 4,131 | $234K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.8% | 4,110 | $233K |
| Element Wealth, LLC | 0.10% | Reduce -16.4% | 4,086 | $232K |
| BLB&B Advisors, LLC | 0.01% | Add +0.8% | 4,054 | $230K |
| Virtue Capital Management, LLC | 0.03% | Reduce -36.7% | 4,121 | $229K |
| Lexington Hill Partners, LLC | 0.13% | Add +2.0% | 4,043 | $229K |
| Caitlin John, LLC | 0.14% | Add +73.5% | 4,042 | $229K |
| Optivise Advisory Services LLC | 0.14% | New | 4,033 | $229K |
| Optima Capital LLC | 0.11% | Reduce -39.3% | 4,029 | $228K |
| IFG Advisory, LLC | 0.65% | Reduce -85.5% | 4,000 | $227K |
| Nwam LLC | 0.01% | New | 3,999 | $227K |
| Putney Financial Group LLC | 0.23% | New | 3,978 | $225K |
| NorthCoast Asset Management LLC | 0.01% | New | 3,969 | $225K |
| MBL Wealth, LLC | 0.02% | No change | 3,954 | $224K |
| Aspen Wealth Strategies, LLC | 0.12% | Reduce -2.7% | 3,936 | $223K |
| Annex Advisory Services, LLC | 0.00% | Reduce -17.7% | 3,928 | $223K |
| West Wealth Group, LLC | 0.04% | Reduce -5.1% | 3,926 | $223K |
| Signature Equity Partners, LLC | 0.12% | Reduce -75.5% | 3,904 | $221K |
| Nilsine Partners, LLC | 0.02% | New | 3,870 | $221K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.09% | Reduce -22.0% | 3,887 | $220K |
| A4 Wealth Advisors LLC | 0.18% | No change | 3,877 | $220K |
| Brooklyn Investment Group | 0.01% | New | 3,850 | $218K |
| Hidden Cove Wealth Management, LLC | 0.14% | No change | 3,840 | $218K |
| Bridgewater Advisors Inc. | 0.01% | Reduce -15.3% | 3,888 | $217K |
| BNB Wealth Management, LLC | 0.14% | Reduce -11.2% | 3,780 | $214K |
| Retirement Financial Solutions, LLC | 0.06% | Reduce -2.6% | 3,779 | $214K |
| Norris Financial Group, LLC | 0.07% | No change | 3,776 | $214K |
| Convergence Financial, LLC | 0.02% | New | 3,773 | $214K |
| Hiley Hunt Wealth Management | 0.09% | New | 3,771 | $214K |
| Financial Perspectives, Inc | 0.06% | Add +0.9% | 3,766 | $213K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,749 | $213K |
| Eclectic Associates Inc. | 0.03% | New | 3,736 | $212K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | No change | 3,722 | $211K |
| SLT Holdings LLC | 0.15% | No change | 3,706 | $210K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 3,705 | $210K |
| CCG Wealth Management, LLC | 0.06% | New | 3,694 | $209K |
| Obsidian Cio, LLC | 0.19% | Add +0.5% | 3,688 | $209K |
| Edgestream Partners, L.P. | 0.01% | Reduce -84.6% | 3,686 | $209K |
| Facet Wealth, Inc. | 0.00% | New | 3,683 | $209K |
| Little House Capital LLC | 0.05% | Reduce -94.0% | 3,667 | $208K |
| Roble, Belko & Company, Inc | 0.03% | Reduce -4.9% | 3,656 | $207K |
| Kavar Capital Partners Group, LLC | 0.03% | Add +1.4% | 3,634 | $206K |
| Elmwood Wealth Management, Inc. | 0.06% | New | 3,625 | $205K |
| Friday Financial | 0.07% | No change | 3,620 | $205K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -9.9% | 3,620 | $205K |
| Natural Investments, LLC | 0.05% | New | 3,628 | $205K |
| Atlas Wealth Partners, LLC | 0.21% | No change | 3,585 | $203K |
| Uhlmann Price Securities, LLC | 0.01% | New | 3,574 | $202K |
| Hohimer Wealth Management, LLC | 0.02% | New | 3,542 | $201K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -35.0% | 3,533 | $200K |
| Novare Capital Management LLC | 0.02% | Reduce -18.0% | 3,530 | $200K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +215.1% | 3,457 | $196K |
| Chung Wu Investment Group, LLC | 0.16% | Add +737.5% | 3,350 | $190K |
| Anfield Capital Management, LLC | 0.05% | Add +38.3% | 3,329 | $189K |
| Bfsg, LLC | 0.02% | Reduce -6.8% | 3,231 | $183K |
| Creative Financial Designs Inc. | 0.01% | Add +2.0% | 3,049 | $173K |
| Adalta Capital Management LLC | 0.08% | Reduce -40.0% | 3,000 | $170K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +1.1% | 2,858 | $162K |
| Smithfield Trust Co | 0.01% | No change | 2,822 | $160K |
| Elevation Wealth Partners, LLC | 0.06% | Add +48.5% | 2,773 | $157K |
| Ssa Swiss Advisors AG | 0.07% | No change | 2,659 | $151K |
| Canton Hathaway, LLC | 0.03% | Add +33.3% | 2,600 | $147K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $147K |
| Millstone Evans Group, LLC | 0.09% | No change | 2,550 | $145K |
| Midwest Capital Advisors, LLC | 0.07% | Add +0.7% | 2,535 | $144K |
| Stone House Investment Management, LLC | 0.03% | No change | 2,532 | $144K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.2% | 2,523 | $143K |
| Highline Wealth Partners LLC | 0.04% | No change | 2,503 | $142K |
| Wellington Shields & Co., LLC | 0.04% | Reduce -16.9% | 2,500 | $142K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +22.7% | 2,434 | $138K |
| Richards, Merrill & Peterson, Inc. | 0.05% | Add +105.2% | 2,257 | $128K |
| Strive Financial Group ,LLC | 0.07% | Add +0.1% | 2,238 | $127K |
| KM Capital Management Ltd. | 0.08% | New | 2,243 | $125K |
| Nalls Sherbakoff Group, LLC | 0.09% | Add +99.5% | 2,184 | $124K |
| Independence Bank of Kentucky | 0.02% | No change | 2,157 | $122K |
| 3Chopt Investment Partners, LLC | 0.03% | Add +9.0% | 2,143 | $121K |
| Hollencrest Capital Management | 0.00% | No change | 2,060 | $117K |
| Mather Group, Llc. | 0.00% | New | 2,048 | $116K |
| Bogart Wealth, LLC | 0.00% | Add +71.0% | 2,011 | $114K |
| Opal Wealth Advisors, LLC | 0.03% | New | 2,007 | $114K |
| Manchester Capital Management LLC | 0.02% | New | 2,000 | $113K |
| Wellington Grp LLC | 0.03% | No change | 1,980 | $112K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,900 | $108K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,856 | $105K |
| Luminist Capital LLC | 0.13% | Reduce -1.6% | 1,727 | $98K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -47.7% | 1,704 | $97K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.7% | 1,700 | $96K |
| Bayban | 0.08% | No change | 1,640 | $93K |
| Colonial Trust Advisors | 0.01% | Add +1.3% | 1,593 | $90K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -1.8% | 1,546 | $88K |
| Peck Wealth Management, LLC | 0.09% | Add +0.3% | 1,506 | $85K |
| Dunhill Financial, LLC | 0.02% | Reduce -6.5% | 1,498 | $85K |
| Centerpoint Advisors, LLC | 0.03% | Add +1.5% | 1,478 | $84K |
| Medallion Wealth Advisors, LLC | 0.03% | Reduce -50.0% | 1,451 | $82K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,402 | $79K |
| WealthShield Partners, LLC | 0.01% | Add +409.0% | 1,359 | $77K |
| Valley National Advisers Inc. | 0.01% | No change | 1,319 | $74K |
| Coastline Trust Co | 0.01% | Reduce -70.2% | 1,151 | $65K |
| Westfuller Advisors, LLC | 0.03% | Add +1.9% | 1,150 | $65K |
| Montag A & Associates Inc. | 0.00% | Reduce -31.6% | 1,085 | $61K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,082 | $61K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -5.1% | 1,068 | $61K |
| VSM Wealth Advisory, LLC | 0.02% | Add +6.9% | 1,035 | $59K |
| Founders Financial Alliance, LLC | 0.01% | Add +589.3% | 1,034 | $59K |
| Legacy Wealth Managment, LLC | 0.03% | Add +0.4% | 1,030 | $58K |
| Financial Consulate, Inc. | 0.01% | Add +17.7% | 1,017 | $58K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $57K |
| Pacifica Partners Inc. | 0.02% | No change | 1,000 | $57K |
| American National Bank & Trust | 0.01% | Reduce -33.3% | 1,000 | $57K |
| Truvestments Capital LLC | 0.01% | No change | 996 | $56K |
| Piscataqua Savings Bank | 0.04% | New | 975 | $55K |
| Caldwell Sutter Capital, Inc. | 0.02% | Reduce -9.2% | 943 | $53K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 898 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 50,366 | $50K |
| Godfrey Financial Associates, Inc. | 0.04% | Add +213.6% | 878 | $50K |
| Chelsea Counsel Co. | 0.02% | No change | 806 | $46K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -34.6% | 803 | $46K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 786 | $45K |
| North Star Investment Management Corp. | 0.00% | No change | 750 | $43K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 750 | $43K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 737 | $42K |
| Front Row Advisors LLC | 0.01% | No change | 705 | $40K |
| Sunrise Financial Services, LLC | 0.03% | No change | 700 | $40K |
| Addison Advisors LLC | 0.01% | No change | 650 | $37K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | New | 615 | $35K |
| Rossby Financial, LCC | 0.01% | Add +179.3% | 581 | $33K |
| Motco | 0.00% | New | 568 | $32K |
| Raffa Wealth Management, LLC | 0.00% | Add +4.0% | 551 | $31K |
| Zions Bancorporation, National Association | 0.00% | Reduce -95.6% | 550 | $31K |
| Pin Oak Investment Advisors Inc. | 0.02% | Add +0.7% | 544 | $31K |
| Monetary Solutions, Ltd | 0.03% | No change | 529 | $30K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 520 | $29K |
| Destiny Wealth Partners, LLC | 0.00% | New | 518 | $29K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.8% | 513 | $29K |
| Advocate Investing Services LLC | 0.02% | New | 500 | $28K |
| Vision Financial Markets LLC | 0.03% | Reduce -44.6% | 491 | $28K |
| 2UniFi Bank | 0.01% | No change | 483 | $27K |
| Wolff Wiese Magana LLC | 0.01% | New | 479 | $27K |
| Avion Wealth | 0.01% | No change | 490 | $27K |
| GGM Financial LLC | 0.01% | Add +1.9% | 472 | $27K |
| Clarity Asset Management, Inc. | 0.01% | Add +2.0% | 457 | $26K |
| Investors Portfolio Services LLC | 0.02% | Reduce -13.5% | 437 | $25K |
| Abound Wealth Management | 0.01% | Add +6.6% | 436 | $25K |
| Johnson Financial Group, Inc. | 0.00% | Add +0.0% | 415 | $24K |
| Cornerstone Financial Management LLC | 0.02% | No change | 400 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 400 | $23K |
| MidFirst Bank | 0.00% | New | 400 | $23K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -89.9% | 400 | $23K |
| Salomon & Ludwin, LLC | 0.00% | No change | 400 | $23K |
| GHP Investment Advisors, Inc. | 0.00% | Add +339.5% | 378 | $21K |
| Global Trust Asset Management, LLC | 0.01% | No change | 375 | $21K |
| EFG International AG | 0.00% | Add +50.0% | 375 | $21K |
| CX Institutional | 0.00% | Reduce -74.9% | 373 | $21K |
| Pittenger & Anderson Inc. | 0.00% | No change | 362 | $21K |
| Resources Management Corp. /CT/ | 0.00% | Add +0.9% | 353 | $20K |
| Capital Investment Counsel, Inc | 0.00% | No change | 350 | $20K |
| Noble Wealth Management PBC | 0.01% | Reduce -19.4% | 345 | $20K |
| Dogwood Wealth Management LLC | 0.01% | Add +1.9% | 331 | $19K |
| Miller Wealth Advisors, LLC | 0.01% | Reduce -13.6% | 330 | $19K |
| Lodestone Wealth Management LLC | 0.01% | No change | 329 | $19K |
| Heritage Wealth Advisors | 0.00% | New | 314 | $18K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -22.7% | 303 | $17K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $17K |
| Evolution Wealth Management Inc. | 0.01% | No change | 285 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 280 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 280 | $16K |
| Synergy Investment Management, LLC | 0.01% | New | 277 | $16K |
| Root Financial Partners, LLC | 0.00% | Reduce -83.6% | 272 | $15K |
| Financial Network Wealth Advisors LLC | 0.02% | New | 266 | $15K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +0.0% | 250 | $14K |
| Kingdom Financial Group LLC. | 0.00% | Add +67.8% | 250 | $14K |
| Miller Global Investments, LLC | 0.01% | New | 245 | $14K |
| Horizon Investments, LLC | 0.00% | Add +94.9% | 228 | $13K |
| Robinswood Financial LLC | 0.00% | New | 217 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 212 | $12K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.0% | 200 | $11K |
| Rice Partnership, LLC | 0.00% | Reduce -55.5% | 200 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 200 | $11K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +1.6% | 191 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $10K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.9% | 163 | $9K |
| Lummis Asset Management, LP | 0.01% | No change | 163 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 150 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -99.3% | 145 | $8K |
| Imprint Wealth LLC | 0.04% | Reduce -86.6% | 139 | $8K |
| Investors Research Corp | 0.00% | No change | 134 | $8K |
| Operose Advisors LLC | 0.00% | New | 113 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 101 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $6K |
| True Link Financial Advisors, LLC | 0.00% | New | 94 | $5K |
| Virtus Advisers, LLC | 0.00% | Add +67.9% | 89 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 80 | $5K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +18.0% | 72 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | Reduce -78.6% | 69 | $4K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +1.8% | 58 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 52 | $3K |
| Go Invest LLC | 0.00% | No change | 50 | $3K |
| Whittier Trust Co. | 0.00% | Add +11.1% | 50 | $3K |
| Scarborough Advisors, LLC | 0.00% | Add +69.0% | 49 | $3K |
| Crews Bank & Trust | 0.00% | No change | 48 | $3K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 46 | $3K |
| Park Square Financial Group, LLC | 0.02% | New | 42 | $2K |
| Vanguard Advisers Inc. | 0.00% | — | 39 | $2K |
| Holos Integrated Wealth LLC | 0.00% | New | 39 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $2K |
| Birchbrook, Inc. | 0.00% | No change | 28 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 18 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 17 | $964 |
| Morse Asset Management, Inc | 0.00% | Reduce -5.9% | 16 | $907 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 11 | $624 |
| Portus Wealth Advisors, LLC | 0.00% | New | 7 | $416 |
| Birchwood Financial Partners, Inc. | 0.00% | New | 7 | $399 |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 6 | $338 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -50.0% | 2 | $63 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $47 |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 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.