JPMorgan Equity Premium IncoJEPIETF
13F holders, Q2 2026 (June 30)1,416holders
104new positions
92sold out
5famous investors
$56.49avg. 13F price*
At the end of Q2 2026, 1,416 institutions reported holding JPMorgan Equity Premium Inco (JEPI) in their 13F filings, unchanged from Q1 2026. 104 opened new positions and 92 sold out. The largest holders were Morgan Stanley ($2.8B), Bank of America Corp. ($1.7B) and Wells Fargo & Company ($977.4M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Equity Premium Inco
- CUSIP
- 46641Q332
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $79.7M |
| Exits | 92 | $466.4M |
All 13F filers, Q1 2026 → Q2 2026: 19,600,906 shares bought and 28,814,590 shares sold, net −9,213,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,416 holders
| Morgan Stanley | 0.15% | Add +2.6% | 48,733,339 | $2.8B |
| Bank of America Corp. | 0.11% | Reduce -4.1% | 29,737,195 | $1.7B |
| Wells Fargo & Company | 0.17% | Add +5.8% | 17,305,015 | $977.4M |
| Envestnet Asset Management Inc. | 0.15% | Add +1.3% | 11,312,713 | $638.9M |
| LPL Financial LLC | 0.13% | Add +43.5% | 10,363,670 | $585.3M |
| Raymond James Financial Inc. | 0.13% | Add +2.6% | 8,775,532 | $495.6M |
| Royal Bank of Canada | 0.08% | Reduce -4.2% | 8,019,277 | $452.9M |
| Cetera Investment Advisers | 0.36% | Add +13.6% | 6,909,528 | $390.3M |
| UBS Group AG | 0.06% | Reduce -3.5% | 6,532,936 | $369.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -52.4% | 5,838,036 | $329.5M |
| Osaic Holdings, Inc. | 0.38% | Add +6.9% | 5,792,995 | $327.3M |
| Commonwealth Equity Services, LLC | 0.28% | Reduce -10.3% | 3,912,766 | $221.0M |
| RiverFront Investment Group, LLC | 2.63% | Reduce -16.3% | 3,524,615 | $199.1M |
| Jones Financial Companies LLLP | 0.08% | Add +12.8% | 3,430,822 | $192.7M |
| MML Investors Services, LLC | 0.38% | Add +21.1% | 3,320,265 | $187.5M |
| CIBC Bancorp USA Inc. | 0.20% | Reduce -1.1% | 2,916,027 | $165.2M |
| Confluence Wealth Services, Inc. | 4.55% | Add +19.7% | 2,819,530 | $159.2M |
| Stifel Financial Corp. | 0.13% | Reduce -1.6% | 2,775,411 | $156.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +1.3% | 2,673,279 | $151.0M |
| Equitable Holdings, Inc. | 0.85% | Add +18.1% | 2,533,724 | $142.4M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -16.1% | 2,348,909 | $132.7M |
| Bank of New York Mellon Corp | 0.02% | Add +13.1% | 2,319,514 | $131.0M |
| HighTower Advisors, LLC | 0.12% | Reduce -25.0% | 2,191,296 | $123.8M |
| Cornerstone Advisory, LLC | 9.75% | Add +2.4% | 2,079,263 | $117.4M |
| PNC Financial Services Group, Inc. | 0.06% | Add +5.7% | 2,040,043 | $115.2M |
| Kestra Advisory Services, LLC | 0.37% | Add +10.7% | 2,036,649 | $115.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +6.1% | 1,886,983 | $106.6M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -1.0% | 1,695,337 | $95.8M |
| FAS Wealth Partners, Inc. | 4.91% | Add +8.9% | 1,666,456 | $94.1M |
| First Foundation Advisors | 3.19% | Reduce -0.5% | 1,568,542 | $88.6M |
| Enstar Group LTD | 40.18% | No change | 1,539,025 | $86.9M |
| Hamilton Capital, LLC | 4.08% | Add +2.8% | 1,458,926 | $82.4M |
| Atlantic Union Bankshares Corp | 1.33% | Add +9.9% | 1,406,429 | $79.4M |
| Prosperity Consulting Group, LLC | 3.00% | Add +2.2% | 1,401,148 | $79.1M |
| Allworth Financial LP | 0.33% | Add +4.5% | 1,352,162 | $76.4M |
| Clearstead Advisors, LLC | 0.66% | Add +0.6% | 1,243,285 | $70.2M |
| Focus Partners Wealth | 0.07% | Add +7.6% | 1,169,609 | $66.1M |
| NewEdge Advisors, LLC | 0.18% | Add +41.0% | 1,097,283 | $62.0M |
| SHP Wealth Management | 4.07% | Add +11.2% | 1,047,209 | $59.1M |
| Traynor Capital Management, Inc. | 2.77% | Add +5.2% | 1,044,284 | $59.0M |
| Franklin Resources Inc. | 0.01% | Add +1.6% | 1,023,352 | $57.8M |
| Foguth Wealth Management, LLC. | 6.41% | Add +8.6% | 998,741 | $56.3M |
| Steward Partners Investment Advisory, LLC | 0.29% | Reduce -4.7% | 989,010 | $55.9M |
| Truist Financial Corp. | 0.07% | Reduce -3.1% | 963,150 | $54.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +29.3% | 917,272 | $51.8M |
| Apollon Wealth Management, LLC | 0.63% | Add +13.3% | 911,781 | $51.5M |
| Cary Street Partners Financial LLC | 1.09% | Reduce -9.4% | 883,142 | $49.9M |
| Private Advisor Group, LLC | 0.23% | Add +245.0% | 875,331 | $49.4M |
| HUB Investment Partners, LLC | 0.90% | Add +3.2% | 862,892 | $48.7M |
| Kathmere Capital Management, LLC | 2.58% | Add +13.6% | 858,562 | $48.5M |
| Nottingham Advisors, Inc. | 5.74% | Reduce -11.8% | 720,889 | $48.0M |
| Brookstone Capital Management | 0.48% | Reduce -6.8% | 840,573 | $47.5M |
| Pinnacle Financial Partners, Inc. | 0.30% | Reduce -14.9% | 787,470 | $44.5M |
| MAI Capital Management | 0.17% | Add +13.8% | 779,214 | $44.0M |
| Oakworth Capital, Inc. | 2.04% | Add +4.9% | 761,974 | $42.9M |
| First Financial Bank - Trust Division | 2.95% | Add +14.8% | 731,100 | $41.3M |
| Pinnacle Associates Ltd. | 0.45% | Add +1.6% | 728,737 | $41.2M |
| Baird Financial Group, Inc. | 0.05% | Reduce -7.2% | 677,213 | $38.2M |
| &partners | 0.15% | Add +0.7% | 664,513 | $37.6M |
| Kestra Private Wealth Services, LLC | 0.40% | Add +0.9% | 650,697 | $36.8M |
| Horizon Advisory Services, Inc. | 15.32% | Add +29.9% | 643,054 | $36.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -18.9% | 623,950 | $35.4M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 2.03% | Add +48.7% | 617,000 | $34.8M |
| Stephens Inc. | 0.39% | Add +1.1% | 614,920 | $34.7M |
| Coastal Bridge Advisors, LLC | 2.11% | Add +1.1% | 603,065 | $34.1M |
| Hilton Capital Management, LLC | 2.33% | Add +54.0% | 602,758 | $34.0M |
| Cornerstone Enterprises, LLC | 14.62% | Add +6.3% | 567,410 | $32.0M |
| Mariner, LLC | 0.03% | Reduce -7.8% | 561,809 | $31.7M |
| Integrated Wealth Concepts LLC | 0.21% | Add +4.0% | 555,924 | $31.4M |
| Cerity Partners LLC | 0.04% | Add +1.0% | 553,071 | $31.2M |
| Sterling Investment Counsel, LLC | 7.33% | Add +3.5% | 551,241 | $31.1M |
| Bouchey Financial Group, Ltd. | 2.01% | Add +4.1% | 551,039 | $31.1M |
| Citigroup Inc. | 0.01% | Add +14.1% | 542,338 | $30.6M |
| Bokf, NA | 0.41% | Add +4.9% | 527,355 | $29.8M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +4.8% | 524,142 | $29.6M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -4.2% | 518,469 | $29.3M |
| DAVENPORT & Co LLC | 0.15% | Add +10.1% | 516,205 | $29.2M |
| Requisite Capital Management, LLC | 4.76% | Add +73.8% | 509,299 | $28.8M |
| Lido Advisors, LLC | 0.10% | Add +8.8% | 503,990 | $28.5M |
| Rational Advisors, Inc. | 2.72% | Reduce -6.5% | 499,379 | $28.2M |
| Wagner Wealth Management, LLC | 5.04% | Add +4.0% | 482,619 | $27.3M |
| Curran Financial Partners, LLC | 3.88% | Add +13.8% | 461,348 | $26.1M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -8.2% | 446,014 | $25.2M |
| Midwest Trust Co | 0.28% | Reduce -5.7% | 444,524 | $25.1M |
| Orrstown Financial Services Inc. | 3.72% | Add +2.4% | 443,484 | $25.0M |
| Aptus Capital Advisors, LLC | 0.18% | Reduce -5.3% | 440,188 | $24.9M |
| Arax Advisory Partners | 0.16% | Add +120.7% | 432,321 | $24.4M |
| Great Valley Advisor Group, Inc. | 0.38% | Add +20.9% | 430,218 | $24.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 1.44% | Add +4.1% | 428,862 | $24.2M |
| Global Wealth Management Investment Advisory, Inc. | 3.41% | Add +9.6% | 423,919 | $23.9M |
| Prospera Financial Services Inc | 0.35% | Reduce -7.8% | 423,847 | $23.9M |
| Avantax Planning Partners, Inc. | 0.58% | Add +5.2% | 415,889 | $23.5M |
| HBW Advisory Services LLC | 2.12% | Reduce -4.2% | 414,559 | $23.4M |
| Captrust Financial Advisors | 0.04% | Add +5.1% | 406,844 | $23.0M |
| Melia Wealth LLC | 13.16% | Add +0.4% | 404,606 | $22.9M |
| J.W. Cole Advisors, Inc. | 0.38% | Reduce -25.5% | 391,298 | $22.1M |
| TigerOak Management, L.L.C. | 6.13% | Add +1.0% | 386,664 | $21.8M |
| Chicago Partners Investment Group LLC | 0.43% | Add +2.4% | 382,036 | $21.6M |
| Oppenheimer & Co. Inc. | 0.23% | Add +21.7% | 378,385 | $21.4M |
| Wealthfront Advisers LLC | 0.04% | Add +40.4% | 375,490 | $21.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +7.4% | 371,380 | $21.0M |
| Principal Securities, Inc. | 0.25% | Reduce -10.0% | 370,279 | $20.9M |
| Apella Capital, LLC | 0.29% | Reduce -4.2% | 366,544 | $20.8M |
| EP Wealth Advisors, LLC | 0.08% | Add +14.2% | 368,013 | $20.8M |
| Rothschild Investment LLC | 0.77% | Add +4.2% | 364,432 | $20.6M |
| Cooper Financial Group | 1.70% | Add +6.1% | 362,108 | $20.5M |
| Blair William & Co. | 0.05% | Add +27.0% | 360,228 | $20.3M |
| Beacon Financial Advisory LLC | 4.00% | Add +2.0% | 360,022 | $20.3M |
| Capital Investment Advisory Services, LLC | 1.25% | Add +21.6% | 358,114 | $20.2M |
| Rezny Wealth Management, Inc. | 3.65% | Reduce -2.8% | 354,274 | $20.0M |
| United Capital Financial Advisors, LLC | 0.11% | Add +21.4% | 346,505 | $19.6M |
| Fifth Third Bancorp | 0.03% | Reduce -0.4% | 346,290 | $19.6M |
| Waverly Advisors, LLC | 0.11% | Reduce -37.9% | 338,122 | $19.1M |
| Harbour Investments, Inc. | 0.25% | Add +1.8% | 324,851 | $18.3M |
| Choreo, LLC | 0.20% | Reduce -19.2% | 318,695 | $18.0M |
| Tenzing Financial LLC | 12.21% | Add +1.8% | 313,229 | $17.8M |
| Columbus Macro, LLC | 1.72% | Add +6.7% | 313,169 | $17.7M |
| Advisory Services Network, LLC | 0.20% | Reduce -0.5% | 312,134 | $17.6M |
| Tobias Financial Advisors, Inc. | 2.23% | Add +1.5% | 310,180 | $17.5M |
| Arrow Financial Corp | 1.56% | Add +20.1% | 307,394 | $17.4M |
| 1 North Wealth Services LLC | 5.66% | Add +6.6% | 306,541 | $17.3M |
| Geneos Wealth Management Inc. | 0.35% | Add +22.5% | 302,976 | $17.1M |
| Americana Partners, LLC | 0.38% | Reduce -0.5% | 300,653 | $17.0M |
| Sfmg, LLC | 1.03% | Add +4.1% | 298,098 | $16.8M |
| Steele Capital Management, Inc. | 0.61% | Reduce -5.1% | 293,175 | $16.6M |
| AdvisorNet Financial, Inc | 0.75% | Reduce -9.2% | 292,360 | $16.5M |
| Creative Planning | 0.01% | Reduce -0.1% | 280,366 | $15.8M |
| Tradition Wealth Management, LLC | 0.96% | Add +4.3% | 278,316 | $15.7M |
| Advisors Management Group Inc. | 2.60% | Add +0.1% | 277,689 | $15.7M |
| Bernardo Wealth Planning LLC | 2.68% | Reduce -8.9% | 277,579 | $15.7M |
| Cresset Asset Management, LLC | 0.06% | Reduce -4.9% | 276,865 | $15.6M |
| D.A. Davidson & Co. | 0.09% | Reduce -0.5% | 276,346 | $15.6M |
| Mountain Capital Investment Advisors Inc. | 2.22% | Add +0.6% | 275,402 | $15.6M |
| Everest Financial Group LLC | 2.10% | Add +2.1% | 274,028 | $15.5M |
| Fagan Associates, Inc. | 1.88% | Reduce -3.7% | 269,887 | $15.2M |
| Retirement Planning Group, LLC / NY | 8.22% | Add +9.3% | 267,107 | $15.1M |
| Appleton Partners Inc. | 0.92% | Add +2.9% | 266,226 | $15.0M |
| Financial Futures Ltd Liability Co. | 5.65% | Add +7.6% | 262,598 | $14.8M |
| Legacy Edge Advisors, LLC | 1.36% | Add +7.8% | 262,507 | $14.8M |
| SBI Securities Co., Ltd. | 0.34% | Add +1.0% | 261,762 | $14.8M |
| Patten & Patten Inc. | 0.77% | Reduce -6.4% | 258,510 | $14.6M |
| Eaton Financial Holdings Company, LLC | 4.00% | Add +654.0% | 257,677 | $14.6M |
| Larson Financial Group LLC | 0.38% | Add +5.0% | 256,056 | $14.5M |
| Floyd Financial Group LLC | 9.39% | Add +41.9% | 254,043 | $14.4M |
| Magnus Financial Group LLC | 1.02% | Add +0.6% | 253,551 | $14.3M |
| Indivisible Partners | 0.80% | Reduce -5.4% | 251,958 | $14.2M |
| Prentice Wealth Management LLC | 2.93% | Add +4.0% | 251,390 | $14.2M |
| Rakuten Investment Management, Inc. | 0.04% | New | 251,534 | $14.2M |
| World Investment Advisors | 0.23% | Add +0.6% | 250,363 | $14.2M |
| Kingsview Wealth Management, LLC | 0.17% | Add +0.7% | 247,393 | $14.0M |
| Trinity Legacy Partners, LLC | 2.78% | Add +3.3% | 244,454 | $13.9M |
| Signature Wealth Management Partners, LLC | 6.45% | Reduce -1.2% | 245,018 | $13.8M |
| Wealthcare Advisory Partners LLC | 0.26% | Reduce -42.4% | 240,849 | $13.6M |
| Fermata Advisors, LLC | 2.75% | Reduce -1.4% | 240,393 | $13.6M |
| Kingswood Wealth Advisors, LLC | 0.54% | Add +3.7% | 237,900 | $13.4M |
| John A. Wolfe & Associates, Inc. | 18.21% | Add +12.8% | 234,023 | $13.2M |
| Mechanics Bank Trust Department | 1.61% | Reduce -9.8% | 229,937 | $13.0M |
| MTM Financial Group, LLC | 5.54% | Add +9.6% | 228,835 | $12.9M |
| St. Clair Advisors, LLC | 3.29% | Reduce -19.1% | 226,145 | $12.8M |
| Westwood Holdings Group Inc. | 0.10% | Add +1.7% | 224,945 | $12.7M |
| Community Bank, N.A. | 1.37% | Add +0.1% | 224,919 | $12.7M |
| Investment Advisory Services Inc. /TX | 3.64% | Reduce -15.3% | 223,721 | $12.6M |
| Wedbush Securities Inc. | 0.33% | Add +6.9% | 223,130 | $12.6M |
| IVC Wealth Advisors LLC | 4.91% | Add +1.6% | 223,038 | $12.6M |
| Natixis Advisors, LLC | 0.01% | Add +38.2% | 218,401 | $12.3M |
| Financial Guidance Group, Inc. | 4.61% | Reduce -3.0% | 218,014 | $12.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +32.1% | 216,817 | $12.2M |
| Allen Capital Group, LLC | 1.00% | Reduce -11.5% | 216,664 | $12.2M |
| Summit Financial, LLC | 0.13% | Reduce -9.7% | 216,551 | $12.2M |
| Belpointe Asset Management LLC | 0.40% | Add +8.8% | 216,005 | $12.2M |
| Wealthspire Retirement, LLC | 0.66% | Add +7.5% | 211,573 | $11.9M |
| Valmark Advisers, Inc. | 0.13% | Add +44.9% | 209,275 | $11.8M |
| UMB Bank, n.a. | 0.15% | Reduce -1.0% | 208,925 | $11.8M |
| Dynamic Advisor Solutions LLC | 0.34% | Reduce -10.9% | 208,492 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +15.7% | 204,117 | $11.5M |
| Courier Capital LLC | 0.57% | Add +0.3% | 203,714 | $11.5M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -36.7% | 203,620 | $11.5M |
| CreativeOne Wealth, LLC | 0.25% | Reduce -10.3% | 201,798 | $11.4M |
| First National Advisers, LLC | 1.58% | Reduce -6.0% | 198,912 | $11.2M |
| Power Wealth Management LLC | 3.86% | Add +2.3% | 198,717 | $11.2M |
| Fifth Third Securities, Inc. | 0.64% | Add +32.0% | 197,548 | $11.2M |
| Rooted Wealth Advisors, Inc. | 2.71% | Add +7.9% | 195,739 | $11.1M |
| AE Wealth Management LLC | 0.05% | Reduce -35.8% | 195,686 | $11.1M |
| Decker Retirement Planning Inc. | 3.71% | Add +36.4% | 193,043 | $10.9M |
| ADG Wealth Management Group, LLC | 6.88% | Add +2.8% | 191,834 | $10.8M |
| Curtis Advisory Group, LLC | 2.10% | Reduce -22.6% | 191,292 | $10.8M |
| MCF Advisors LLC | 0.38% | Reduce -3.4% | 188,450 | $10.6M |
| MBA Advisors LLC | 3.62% | Add +12.4% | 188,376 | $10.6M |
| Capital Analysts, LLC | 0.24% | Reduce -10.2% | 187,759 | $10.6M |
| Perkins Coie Trust Co | 1.75% | Add +4.8% | 187,367 | $10.6M |
| Cassia Capital Partners, LLC | 5.11% | Reduce -1.9% | 186,743 | $10.5M |
| First Hawaiian Bank | 1.33% | Add +0.6% | 186,472 | $10.5M |
| Argent Trust Co | 0.30% | Reduce -2.5% | 185,256 | $10.5M |
| Cambridge Advisors Inc. | 1.76% | Add +0.3% | 181,433 | $10.2M |
| Guardian Wealth Advisors, LLC / NC | 0.58% | Reduce -7.8% | 180,861 | $10.2M |
| Independent Financial Group, LLC | 0.19% | Reduce -3.8% | 180,844 | $10.2M |
| Montis Financial, LLC | 2.08% | Add +7.9% | 180,176 | $10.2M |
| Edgemoor Investment Advisors, Inc. | 0.69% | Add +3.8% | 177,479 | $10.0M |
| TD Waterhouse Canada Inc. | 0.03% | Add +1.1% | 178,262 | $10.0M |
| Global Assets Advisory, LLC | 2.15% | Add +3.5% | 175,115 | $9.8M |
| Arkadios Wealth Advisors | 0.15% | Reduce -71.4% | 173,404 | $9.8M |
| SageGuard Financial Group, LLC | 1.37% | Reduce -23.1% | 172,323 | $9.7M |
| F/m Investments LLC | 0.49% | Reduce -6.3% | 171,320 | $9.7M |
| Eastern Bank | 0.15% | Add +29.6% | 170,656 | $9.6M |
| CENTRAL TRUST Co | 0.17% | Add +1.2% | 169,687 | $9.6M |
| Koshinski Asset Management, Inc. | 0.51% | Reduce -2.3% | 167,985 | $9.5M |
| Integrity Alliance, Llc. | 0.30% | Add +6.2% | 167,848 | $9.5M |
| Hunter Associates Investment Management LLC | 1.08% | Add +5.7% | 166,377 | $9.4M |
| Krilogy Financial LLC | 0.28% | Add +3.0% | 165,553 | $9.4M |
| Scott Capital Advisors, LLC | 1.44% | Add +3.0% | 162,601 | $9.2M |
| First National Bank of Omaha | 0.26% | Add +0.2% | 162,624 | $9.2M |
| DeDora Capital, Inc. | 1.96% | Add +12.8% | 159,611 | $9.0M |
| Granite Bay Wealth Management, LLC | 0.82% | New | 158,475 | $9.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.92% | Reduce -49.5% | 158,461 | $8.9M |
| Merit Financial Group, LLC | 0.06% | Reduce -11.0% | 157,668 | $8.9M |
| Fiduciary Family Office, LLC | 2.21% | Reduce -9.9% | 156,548 | $8.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.98% | Reduce -10.4% | 156,481 | $8.8M |
| Pacific Center for Financial Services | 1.95% | Reduce -0.1% | 154,440 | $8.7M |
| Mgo One Seven LLC | 0.14% | Reduce -47.9% | 153,744 | $8.7M |
| Fairway Wealth LLC | 1.97% | Add +2.1% | 152,703 | $8.6M |
| Huntington National Bank | 0.06% | Add +3.0% | 151,849 | $8.6M |
| International Assets Investment Management, LLC | 0.50% | Reduce -7.0% | 150,205 | $8.4M |
| NCM Capital Management, LLC | 2.59% | Add +2.9% | 148,820 | $8.4M |
| High Net Worth Advisory Group LLC | 1.77% | Reduce -9.9% | 147,628 | $8.3M |
| Sterling Investment Advisors, Ltd. | 1.39% | Add +3.6% | 147,147 | $8.3M |
| Assetmark, Inc. | 0.01% | Add +5.5% | 146,434 | $8.3M |
| Sulzberger Capital Advisors, Inc. | 8.07% | Add +12.3% | 146,306 | $8.3M |
| NWF Advisory Services Inc. | 0.77% | Reduce -3.3% | 144,285 | $8.1M |
| CFO4Life Group, LLC | 1.09% | Add +0.0% | 143,665 | $8.1M |
| SMART Wealth LLC | 1.74% | Add +32.3% | 143,327 | $8.1M |
| Mutual Advisors, LLC | 0.15% | Add +3.5% | 142,863 | $8.1M |
| PFG Investments, LLC | 0.31% | Add +4.4% | 142,628 | $8.1M |
| CVA Family Office, LLC | 0.73% | Reduce -6.7% | 142,494 | $8.0M |
| Spirepoint Private Client, LLC | 0.65% | Add +4.0% | 141,906 | $8.0M |
| Madrona Financial Services, LLC | 1.46% | Add +4.0% | 140,005 | $7.9M |
| EverSource Wealth Advisors, LLC | 0.27% | Add +4.9% | 139,974 | $7.9M |
| Aprio Wealth Management, LLC | 0.39% | Add +5.7% | 139,896 | $7.9M |
| Garden State Investment Advisory Services LLC | 1.53% | Add +3.8% | 138,440 | $7.8M |
| Centaurus Financial, Inc. | 0.30% | Add +2.6% | 137,742 | $7.8M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -7.4% | 137,343 | $7.8M |
| Lee Johnson Capital Management, LLC | 2.41% | Add +30.3% | 136,335 | $7.7M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -8.9% | 134,823 | $7.6M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Add +2.1% | 133,657 | $7.5M |
| Intrepid Financial Planning Group LLC | 2.56% | Reduce -2.2% | 133,479 | $7.5M |
| Foundations Investment Advisors, LLC | 0.08% | Add +23.9% | 132,174 | $7.5M |
| Stelac Advisory Services LLC | 1.39% | No change | 131,947 | $7.5M |
| New England Private Wealth Advisors LLC | 0.72% | Add +2.8% | 130,776 | $7.4M |
| Turn8 Private Wealth Inc. | 4.93% | Reduce -11.2% | 129,107 | $7.4M |
| Smartleaf Asset Management LLC | 0.24% | No change | 130,729 | $7.4M |
| Capital Advisors Wealth Management, LLC | 0.86% | Reduce -0.5% | 129,883 | $7.3M |
| Financial Alternatives, Inc | 3.61% | Reduce -2.6% | 129,653 | $7.3M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -55.3% | 129,579 | $7.3M |
| Moors & Cabot, Inc. | 0.28% | Reduce -0.9% | 129,411 | $7.3M |
| Sigma Planning Corp | 0.18% | Reduce -10.5% | 129,123 | $7.3M |
| Summit Financial Wealth Advisors, LLC | 0.93% | Add +2.0% | 129,091 | $7.3M |
| StrongBox Wealth, LLC | 2.06% | Reduce -1.8% | 127,988 | $7.2M |
| Nicolet Bankshares Inc. | 0.23% | Add +13.8% | 125,285 | $7.1M |
| Mayfair Advisory Group, LLC | 2.11% | Reduce -18.4% | 123,132 | $7.0M |
| KFG Wealth Management, LLC | 0.78% | Add +13.5% | 121,768 | $6.9M |
| Strategic Wealth Partners, Ltd. | 0.42% | Reduce -8.8% | 121,186 | $6.8M |
| Three Magnolias Financial Advisors, LLC | 3.78% | Add +39.4% | 119,983 | $6.8M |
| Leelyn Smith, LLC | 0.82% | Reduce -0.8% | 119,192 | $6.7M |
| Cibc World Market Inc. | 0.01% | Add +8.3% | 119,160 | $6.7M |
| Lake Street Private Wealth, LLC | 0.76% | Reduce -2.4% | 117,781 | $6.7M |
| Lebenthal Global Advisors, LLC | 0.89% | Reduce -81.9% | 117,271 | $6.6M |
| Aureum Wealth Management, LLC | 4.10% | Add +4.6% | 117,157 | $6.6M |
| Childress Capital Advisors, LLC | 1.08% | Reduce -7.9% | 117,031 | $6.6M |
| Community Financial Services Group, LLC | 0.96% | Reduce -0.1% | 117,545 | $6.6M |
| Diversify Advisory Services, LLC | 0.11% | New | 115,465 | $6.6M |
| Diversify Wealth Management, LLC | 0.11% | Add +18.5% | 115,465 | $6.6M |
| KMG Fiduciary Partners, LLC | 0.61% | Reduce -0.3% | 116,375 | $6.6M |
| Caprock Group, LLC | 0.12% | Add +140.3% | 115,149 | $6.5M |
| Stonebridge Financial Group, LLC | 0.49% | Reduce -22.9% | 114,877 | $6.5M |
| Saxony Capital Management, LLC | 2.97% | Add +11.5% | 114,858 | $6.5M |
| Savant Capital, LLC | 0.02% | Reduce -26.3% | 114,777 | $6.5M |
| SeaCrest Wealth Management, LLC | 0.72% | Reduce -16.5% | 114,678 | $6.5M |
| Investment Partners Asset Management, Inc. | 3.60% | Add +5.4% | 114,098 | $6.4M |
| Soltis Investment Advisors LLC | 0.37% | Add +63.0% | 114,039 | $6.4M |
| Campbell Deegan Wealth Management, LLC | 4.52% | Add +8.9% | 112,578 | $6.4M |
| Ausdal Financial Partners, Inc. | 0.25% | Add +14.1% | 111,831 | $6.3M |
| Beam Wealth Advisors, Inc. | 1.39% | Add +9.6% | 111,463 | $6.3M |
| Intrua Financial, LLC | 0.59% | Add +5.2% | 111,071 | $6.3M |
| Spire Wealth Management | 0.19% | Reduce -0.1% | 110,034 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.30% | Reduce -63.8% | 109,704 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 109,605 | $6.2M |
| Vivid Wealth Management, LLC | 2.17% | Add +2.4% | 109,173 | $6.2M |
| Thayer Partners, LLC / MA | 2.55% | Add +10.7% | 108,911 | $6.2M |
| Wincap Financial LLC | 3.32% | Add +14.7% | 108,719 | $6.1M |
| Elevation Point Wealth Partners, LLC | 0.11% | Reduce -75.2% | 108,085 | $6.1M |
| Perissos Private Wealth Management, LLC | 4.11% | Add +2.1% | 107,822 | $6.1M |
| Blue Water Asset Management | 1.96% | Reduce -8.2% | 107,520 | $6.1M |
| Milestone Asset Management, LLC | 0.95% | Reduce -18.2% | 107,221 | $6.1M |
| Selective Wealth Management, Inc. | 1.59% | Reduce -3.6% | 107,068 | $6.1M |
| Global Retirement Partners, LLC | 0.09% | — | 107,183 | $6.1M |
| Money Concepts Capital Corp. | 0.28% | Reduce -11.0% | 107,058 | $6.0M |
| Level Four Advisory Services, LLC | 0.17% | Reduce -2.7% | 106,552 | $6.0M |
| Avior Wealth Management, LLC | 0.16% | Reduce -12.1% | 106,114 | $6.0M |
| Southeast Asset Advisors, LLC | 0.61% | Reduce -3.4% | 106,013 | $6.0M |
| Vestmark Advisory Solutions, Inc. | 0.06% | Reduce -75.5% | 105,759 | $6.0M |
| Brady Martz Wealth Solutions, LLC | 0.90% | Add +0.3% | 105,425 | $6.0M |
| Merkkuri Wealth Advisors LLC | 3.69% | Add +17.2% | 105,369 | $6.0M |
| Clearstead Trust, LLC | 0.78% | Reduce -19.2% | 105,133 | $5.9M |
| Cahill Financial Advisors Inc. | 0.57% | Reduce -0.2% | 104,359 | $5.9M |
| Cascade Wealth Advisors, Inc | 2.36% | Reduce -36.1% | 101,978 | $5.9M |
| O'ROURKE & COMPANY, Inc | 2.05% | Add +12.9% | 103,938 | $5.9M |
| Bank of Montreal | 0.00% | Reduce -4.7% | 103,347 | $5.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +20.9% | 102,915 | $5.8M |
| Allred Capital Management, LLC | 1.91% | Add +5.4% | 102,788 | $5.8M |
| Visionary Wealth Advisors | 0.23% | Reduce -35.5% | 102,686 | $5.8M |
| Corient Private Wealth LP | 0.01% | Reduce -16.9% | 102,642 | $5.8M |
| Eagle Bluffs Wealth Management LLC | 1.93% | Add +1.8% | 102,284 | $5.8M |
| Base Wealth Management LLC | 2.64% | Add +12.8% | 100,404 | $5.7M |
| Centurion Wealth Management LLC | 1.35% | Reduce -0.6% | 100,301 | $5.7M |
| Penney Financial, LLC | 1.98% | Add +0.6% | 100,261 | $5.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +14.9% | 100,115 | $5.7M |
| N.E.W. Advisory Services LLC | 0.38% | Add +12.7% | 99,777 | $5.6M |
| Focused Wealth Management, Inc | 0.49% | Add +0.8% | 98,934 | $5.6M |
| Gotham Asset Management | 0.01% | Reduce -9.6% | 98,676 | $5.6M |
| Bauman Advisory Group, LLC | 2.93% | Add +24.9% | 98,124 | $5.5M |
| Talon Private Wealth, LLC | 0.64% | Add +1735.4% | 97,586 | $5.5M |
| OneDigital Investment Advisors LLC | 0.05% | Add +19.9% | 97,266 | $5.5M |
| J. Team Financial, Inc. | 5.33% | Add +13.2% | 97,071 | $5.5M |
| Thomasville National Bank | 0.30% | — | 96,826 | $5.5M |
| Joseph P. Lucia & Associates, LLC | 1.64% | Add +24.6% | 96,503 | $5.5M |
| Bluespring Wealth Management, LLC | 0.10% | Add +299.8% | 95,863 | $5.4M |
| Asset Allocation Strategies LLC | 0.83% | Add +4.4% | 95,438 | $5.4M |
| Northern Trust Corp. | 0.00% | Add +2.9% | 95,380 | $5.4M |
| S&A Financial Services, Inc. | 3.27% | Add +47.7% | 94,713 | $5.3M |
| Atria Investments, Inc | 0.05% | Add +42.7% | 94,690 | $5.3M |
| Pathstone Holdings, LLC | 0.02% | Add +90.5% | 94,099 | $5.3M |
| Insigneo Advisory Services, LLC | 0.20% | Add +18.0% | 93,704 | $5.3M |
| Claro Advisors Inc. | 0.55% | Add +9.2% | 93,290 | $5.3M |
| Mission Wealth Management, LP | 0.07% | Add +950.7% | 93,263 | $5.3M |
| Western Wealth Management, LLC | 0.17% | Reduce -4.1% | 92,680 | $5.2M |
| Snider Financial Group | 1.33% | Add +11.5% | 92,400 | $5.2M |
| Ulland Investment Advisors, LLC | 3.84% | Add +4.1% | 91,995 | $5.2M |
| Vienna Asset Management LLC | 3.66% | Add +39.4% | 91,130 | $5.1M |
| Benjamin Edwards Inc. | 0.05% | Add +15.3% | 90,974 | $5.1M |
| Clark Wealth Partners | 2.90% | Add +9.5% | 90,809 | $5.1M |
| Continuum Advisory, LLC | 0.41% | Reduce -15.4% | 90,569 | $5.1M |
| Vavra Capital Management, LLC | 4.45% | Add +0.5% | 89,993 | $5.1M |
| TBH Global Asset Management, LLC | 0.93% | Add +3.3% | 89,894 | $5.1M |
| Essex Financial Services, Inc. | 0.25% | Add +3.4% | 88,958 | $5.0M |
| Whalen Wealth Management Inc. | 2.26% | Add +0.5% | 88,772 | $5.0M |
| Savvy Advisors, Inc. | 0.11% | Add +455.7% | 88,697 | $5.0M |
| Daymark Wealth Partners, LLC | 0.12% | Reduce -4.3% | 88,282 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -18.7% | 88,170 | $5.0M |
| Safe Harbor Fiduciary, LLC | 3.85% | Reduce -13.2% | 87,474 | $4.9M |
| NewEdge Wealth, LLC | 0.05% | Add +15.7% | 87,032 | $4.9M |
| TD Private Client Wealth LLC | 0.09% | Add +33.2% | 86,798 | $4.9M |
| Peregrine Asset Advisers, Inc. | 1.06% | Reduce -3.3% | 86,632 | $4.9M |
| Flagstar Securities, Inc. | 1.48% | Reduce -0.8% | 86,517 | $4.9M |
| Boston Partners | 0.00% | Reduce -8.6% | 86,360 | $4.9M |
| Integrated Financial Solutions, Inc. | 2.63% | Add +8.7% | 86,245 | $4.9M |
| Thrive Capital Management, LLC | 0.92% | Reduce -18.8% | 86,034 | $4.9M |
| Troutman Wealth Management, LLC | 3.73% | Add +3.5% | 85,876 | $4.9M |
| IHT Wealth Management, LLC | 0.10% | Reduce -21.7% | 85,664 | $4.8M |
| Wealthspan Partners, LLC | 1.52% | Add +6.0% | 85,481 | $4.8M |
| Kingstone Capital Partners Texas, LLC | 2.56% | Add +11.3% | 85,199 | $4.8M |
| Wick Capital Partners, LLC | 0.73% | Reduce -13.5% | 85,182 | $4.8M |
| LifeWealth Investments, LLC | 1.28% | Reduce -3.2% | 85,004 | $4.8M |
| Summit Wealth Partners, LLC | 0.68% | Add +2.7% | 84,505 | $4.8M |
| Ameritas Advisory Services, LLC | 0.10% | Add +280.6% | 84,240 | $4.8M |
| Forvis Mazars Wealth Advisors, LLC | 0.08% | Add +28.7% | 84,011 | $4.7M |
| Kennedy Investment Group, Inc. | 1.61% | Add +1.8% | 83,881 | $4.7M |
| Retirement Guys Formula LLC | 1.78% | Add +5.1% | 83,530 | $4.7M |
| TrustBank | 1.59% | Add +3.4% | 82,691 | $4.7M |
| Calton & Associates, Inc. | 0.68% | Add +8.3% | 82,507 | $4.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +21.7% | 82,291 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +39.5% | 81,743 | $4.6M |
| Slagle Financial, LLC | 1.38% | Add +17.1% | 81,443 | $4.6M |
| J Hagan Capital, Inc. | 2.12% | Add +12.5% | 81,195 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.22% | Add +23.8% | 80,906 | $4.6M |
| 4WEALTH Advisors, Inc. | 3.49% | Add +1.2% | 80,521 | $4.5M |
| Sowell Financial Services LLC | 0.15% | Reduce -0.6% | 80,304 | $4.5M |
| Lowery Thomas, LLC | 2.21% | Add +1.1% | 80,090 | $4.5M |
| IFP Advisors, Inc | 0.08% | Add +3.1% | 79,641 | $4.5M |
| Windsor Capital Management, LLC | 1.16% | Add +3.5% | 79,364 | $4.5M |
| RDA Financial Network | 0.97% | Add +1.6% | 78,821 | $4.5M |
| Silverlake Wealth Management LLC | 0.85% | Add +4.0% | 78,706 | $4.4M |
| SkyOak Wealth, LLC | 0.72% | Add +32.8% | 78,136 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.39% | Reduce -3.6% | 77,627 | $4.4M |
| MOR Wealth Management, LLC | 1.75% | Reduce -1.4% | 77,612 | $4.4M |
| Weinberger Asset Management, Inc | 1.40% | Add +9.6% | 76,226 | $4.4M |
| 21 West Wealth Management LLC | 3.70% | Reduce -5.7% | 76,754 | $4.3M |
| Trajan Wealth LLC | 0.16% | Add +0.2% | 76,602 | $4.3M |
| FourThought Financial Partners, LLC | 0.33% | Add +2.7% | 76,563 | $4.3M |
| JSF Financial, LLC | 0.70% | Add +12.2% | 76,473 | $4.3M |
| Vise Technologies, Inc. | 0.05% | Add +20.7% | 76,285 | $4.3M |
| Semus Wealth Partners LLC | 2.07% | Add +2.5% | 75,807 | $4.3M |
| Henderson Brothers Financial Partners, LLC | 2.02% | Add +1018.8% | 75,586 | $4.3M |
| Armstrong Advisory Group, Inc. | 0.26% | Add +60.6% | 75,535 | $4.3M |
| Park Avenue Securities LLC | 0.03% | Add +10.2% | 75,536 | $4.3M |
| M.E. Allison & Co., Inc. | 2.45% | Add +6.0% | 75,481 | $4.3M |
| Scotia Capital Inc. | 0.02% | Add +17.1% | 75,389 | $4.3M |
| AlphaStar Capital Management, LLC | 0.27% | Add +0.6% | 75,293 | $4.3M |
| AlphaCore Capital LLC | 0.08% | Reduce -9.2% | 73,972 | $4.2M |
| Private Client Services, LLC | 1.08% | Add +12.0% | 73,191 | $4.1M |
| Principle Wealth Partners LLC | 0.20% | Reduce -25.4% | 72,467 | $4.1M |
| Grantvest Financial Group LLC | 2.37% | Reduce -1.2% | 72,285 | $4.1M |
| Princeton Global Asset Management LLC | 0.58% | Add +11.2% | 72,079 | $4.1M |
| Fairway Financial, LLC | 2.78% | Add +3.0% | 72,062 | $4.1M |
| RFG Advisory, LLC | 0.06% | Reduce -35.0% | 71,955 | $4.1M |
| Capstone Wealth Management Group, Inc. | 2.42% | — | 71,089 | $4.0M |
| Marino, Stram & Associates LLC | 0.63% | Add +0.5% | 70,104 | $4.0M |
| Teamwork Financial Advisors, LLC | 0.37% | Add +1.1% | 69,767 | $3.9M |
| Security National Bank | 0.47% | Reduce -0.1% | 69,402 | $3.9M |
| Investment Advisory Services Group LLC | 2.86% | Add +2.8% | 69,156 | $3.9M |
| LongView Wealth Management | 1.00% | Add +13.0% | 69,132 | $3.9M |
| Quantinno Capital Management LP | 0.00% | Reduce -1.3% | 69,131 | $3.9M |
| Planning Directions Inc. | 1.81% | Add +11.5% | 69,044 | $3.9M |
| Hexagon Capital Partners LLC | 0.54% | Add +10.7% | 68,220 | $3.9M |
| AQR Capital Management | 0.00% | Add +17.1% | 67,996 | $3.8M |
| WMS Group LLC | 4.95% | Add +15.0% | 67,959 | $3.8M |
| Parallel Advisors, LLC | 0.06% | Add +0.4% | 67,863 | $3.8M |
| Oasis Advisors, LLC | 2.47% | New | 67,470 | $3.8M |
| Sierra Ocean, LLC | 2.61% | Add +4.3% | 66,717 | $3.8M |
| RPg Family Wealth Advisory, LLC | 0.62% | Add +1.4% | 66,311 | $3.7M |
| Ignite Planners, LLC | 0.51% | Add +4.2% | 66,208 | $3.7M |
| Sax Wealth Advisors, LLC | 0.15% | Reduce -0.5% | 65,547 | $3.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.18% | Add +148.9% | 65,726 | $3.7M |
| NFSG Corp | 0.46% | Reduce -0.7% | 65,652 | $3.7M |
| Register Financial Advisors LLC | 1.14% | Add +1.3% | 65,628 | $3.7M |
| Kovack Advisors, Inc. | 0.17% | Reduce -1.8% | 64,701 | $3.6M |
| Inspire Advisors, LLC | 0.25% | Reduce -18.9% | 64,325 | $3.6M |
| SG Americas Securities, LLC | 0.00% | Add +1186.0% | 64,300 | $3.6M |
| Evermay Wealth Management LLC | 0.37% | Reduce -14.1% | 63,599 | $3.6M |
| VeraBank, N.A. | 0.59% | Reduce -35.2% | 63,207 | $3.6M |
| Clarity Wealth Advisors, LLC | 0.63% | Add +1.7% | 62,799 | $3.5M |
| Herold Advisors, Inc. | 0.70% | Add +4.7% | 62,700 | $3.5M |
| WNY Asset Management, LLC | 0.32% | Reduce -42.3% | 62,509 | $3.5M |
| Advisory Alpha, LLC | 0.09% | Add +17.7% | 62,147 | $3.5M |
| J2 Capital Management Inc | 2.34% | Reduce -2.7% | 61,550 | $3.5M |
| Lewis Asset Management, LLC | 1.22% | Add +6.3% | 61,477 | $3.5M |
| American Trust | 0.27% | Reduce -0.6% | 61,332 | $3.5M |
| L2 Asset Management, LLC | 0.36% | Reduce -47.0% | 61,193 | $3.5M |
| First PREMIER Bank | 0.56% | Add +39.1% | 61,156 | $3.5M |
| Foresight Capital Management Advisors, Inc. | 1.67% | Add +9.0% | 60,946 | $3.4M |
| Independent Wealth Network Inc. | 0.87% | Add +5.6% | 60,810 | $3.4M |
| Ellis Investment Partners, LLC | 0.52% | Reduce -6.6% | 60,477 | $3.4M |
| Cedarwood Wealth LLC | 2.58% | Add +29.2% | 60,455 | $3.4M |
| Financial Management Network Inc. | 0.49% | Reduce -2.3% | 60,281 | $3.4M |
| Focus Financial Network, Inc. | 0.11% | Reduce -12.3% | 60,176 | $3.4M |
| Chapin Davis, Inc. | 0.59% | Add +16.0% | 59,829 | $3.4M |
| Centennial Advisors, LLC | 4.02% | Reduce -13.6% | 59,634 | $3.4M |
| Procyon Advisors, LLC | 0.14% | Reduce -6.5% | 59,495 | $3.4M |
| Panoramic Investment Advisors, LLC | 1.60% | Add +6.3% | 59,374 | $3.4M |
| Solutions 4 Wealth, Ltd | 4.33% | Add +23.4% | 59,336 | $3.4M |
| Ankerstar Wealth, LLC | 2.81% | Reduce -13.2% | 59,262 | $3.3M |
| United Advisor Group, LLC | 0.35% | Reduce -0.5% | 58,917 | $3.3M |
| Heritage Trust Co | 0.29% | Reduce -0.3% | 58,909 | $3.3M |
| M Holdings Securities, Inc. | 0.45% | Add +0.2% | 59,006 | $3.3M |
| Patten Group, Inc. | 0.51% | Reduce -24.7% | 58,555 | $3.3M |
| Tempus Wealth Planning, LLC | 0.65% | Add +40.2% | 58,552 | $3.3M |
| Ducere Wealth Management LLC | 0.99% | Reduce -9.8% | 58,465 | $3.3M |
| 3EDGE Asset Management, LP | 0.15% | Add +3.8% | 58,302 | $3.3M |
| Haverford Trust Co | 0.03% | Add +6.1% | 58,188 | $3.3M |
| Sunpointe, LLC | 0.92% | Reduce -5.5% | 57,425 | $3.2M |
| CAP Partners, LLC | 1.58% | Reduce -2.6% | 57,371 | $3.2M |
| Interchange Capital Partners, LLC | 0.61% | Add +10.8% | 57,069 | $3.2M |
| Collaborative Wealth Managment Inc. | 1.36% | Add +27.8% | 57,026 | $3.2M |
| Walter & Keenan Wealth Management LLC /in/ | 0.78% | Add +2.0% | 56,055 | $3.2M |
| LexAurum Advisors, LLC | 0.37% | Add +0.8% | 56,007 | $3.2M |
| Parsons Capital Management Inc. | 0.14% | Reduce -14.6% | 55,981 | $3.2M |
| Innovative Wealth Building LLC | 1.82% | Add +191.6% | 55,531 | $3.1M |
| Old Mission Capital LLC | 0.08% | Add +222.8% | 55,230 | $3.1M |
| Signal Advisors Wealth, LLC | 0.16% | Add +23.1% | 54,935 | $3.1M |
| Arsenal Capital Advisors LLC | 1.82% | Add +7.0% | 54,539 | $3.1M |
| Van Hulzen Asset Management, LLC | 0.22% | Add +20.1% | 54,220 | $3.1M |
| Stratos Investment Management, LLC | 0.11% | Reduce -80.2% | 54,076 | $3.1M |
| Studio Investment Management LLC | 0.52% | Add +6.0% | 54,050 | $3.1M |
| Shepherd Kaplan Krochuk, LLC | 2.40% | Add +16.2% | 53,530 | $3.0M |
| Archer Investment Corp | 0.58% | Reduce -8.3% | 53,453 | $3.0M |
| Cullen/Frost Bankers, Inc. | 0.03% | Reduce -5.0% | 53,429 | $3.0M |
| Lionhunter Capital Management, LLC | 1.36% | — | 53,401 | $3.0M |
| Ehrlich Financial Group | 1.55% | Add +1.1% | 53,363 | $3.0M |
| Fiduciary Financial Advisors | 0.31% | New | 53,314 | $3.0M |
| Alterna Wealth Management, Inc. | 1.73% | New | 53,253 | $3.0M |
| Titleist Asset Management, LLC | 0.20% | Add +0.3% | 52,507 | $3.0M |
| Westbourne Investments, Inc. | 1.21% | Reduce -6.3% | 52,415 | $3.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -12.7% | 52,249 | $3.0M |
| BG Investment Services, LLC | 2.12% | Reduce -35.4% | 52,079 | $2.9M |
| San Luis Wealth Advisors LLC | 0.44% | Add +53.5% | 51,848 | $2.9M |
| Sachetta, LLC | 1.42% | Add +13.5% | 51,803 | $2.9M |
| PFG Advisors | 0.15% | Reduce -19.8% | 51,742 | $2.9M |
| Golden State Wealth Management, LLC | 0.27% | Add +3.2% | 51,666 | $2.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.73% | Add +3.9% | 51,240 | $2.9M |
| Tyche Wealth Partners LLC | 0.40% | Add +4.7% | 51,010 | $2.9M |
| Keeler Thomas Management LLC | 1.02% | New | 51,005 | $2.9M |
| Fragasso Financial Advisors Inc | 0.15% | Reduce -5.3% | 50,583 | $2.9M |
| CoreFirst Bank & Trust | 1.42% | Reduce -1.0% | 50,481 | $2.9M |
| STAR Financial Bank | 1.16% | Add +2.2% | 50,386 | $2.8M |
| LJI Wealth Management, LLC | 0.40% | Add +25.9% | 50,146 | $2.8M |
| Oxinas Partners, LLC | 1.10% | Add +3.1% | 49,402 | $2.8M |
| Regal Investment Advisors LLC | 0.14% | Add +6.8% | 49,302 | $2.8M |
| Dakota Wealth Management | 0.05% | Reduce -8.0% | 49,115 | $2.8M |
| Weil Company, Inc. | 0.49% | Add +0.5% | 49,085 | $2.8M |
| 5T Wealth, LLC | 1.03% | Reduce -4.5% | 48,915 | $2.8M |
| FMA Wealth Management, LLC | 1.77% | Reduce -3.5% | 48,880 | $2.8M |
| Goldstone Financial Group, LLC | 0.25% | Reduce -2.3% | 48,733 | $2.8M |
| TrueWealth Advisors, LLC | 0.62% | Add +1.7% | 48,515 | $2.7M |
| Kelly Financial Services LLC | 0.58% | Add +46.6% | 48,256 | $2.7M |
| Ring Mountain Capital, LLC | 1.14% | Add +3.7% | 48,039 | $2.7M |
| Sequent Planning LLC | 0.58% | Add +858.3% | 47,868 | $2.7M |
| Guardian Financial Partners, LLC | 1.04% | Add +5.1% | 47,385 | $2.7M |
| Integras Partners LLC | 1.47% | Add +7.3% | 47,211 | $2.7M |
| Harbor Investment Advisory, LLC | 0.19% | Add +0.7% | 46,866 | $2.6M |
| Resolute Capital, LLC | 0.91% | Add +22.3% | 46,579 | $2.6M |
| Legacy Private Trust Co. | 0.15% | Reduce -8.6% | 46,509 | $2.6M |
| Highline Wealth Partners LLC | 0.54% | Add +1758.0% | 46,505 | $2.6M |
| Sage Capital Management, LLC | 1.02% | Reduce -10.5% | 46,355 | $2.6M |
| Strategic Blueprint, LLC | 0.13% | Reduce -25.3% | 46,316 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.30% | Reduce -17.1% | 46,239 | $2.6M |
| Vicus Capital | 0.17% | Reduce -28.9% | 46,043 | $2.6M |
| Mosley Wealth Management | 0.83% | Reduce -80.7% | 46,010 | $2.6M |
| Triumph Capital Management | 0.47% | Add +15.5% | 45,894 | $2.6M |
| McDonald Partners LLC | 0.63% | Add +2.9% | 45,855 | $2.6M |
| Invst, LLC | 0.25% | Add +4.9% | 45,627 | $2.6M |
| Betterment LLC | 0.00% | Add +8.4% | 45,161 | $2.6M |
| CoreCap Advisors, LLC | 0.08% | Add +3.2% | 45,155 | $2.6M |
| Bay Capital Advisors, LLC | 1.36% | Reduce -1.8% | 45,085 | $2.5M |
| Houlihan Financial Resource Group, Ltd. | 0.91% | Add +3.9% | 45,023 | $2.5M |
| Tompkins Financial Corp. | 0.18% | Add +33.6% | 44,958 | $2.5M |
| 4J Wealth Management LLC | 1.24% | Add +191.3% | 44,718 | $2.5M |
| Heritage Wealth Management, Inc. | 0.63% | Add +2.3% | 44,650 | $2.5M |
| Pallas Capital Advisors LLC | 0.08% | Reduce -6.9% | 44,560 | $2.5M |
| Crewe Advisors LLC | 0.18% | Add +4.4% | 44,499 | $2.5M |
| Acorns Advisers, LLC | 0.02% | Add +18.4% | 44,426 | $2.5M |
| Ergawealth Advisors, Inc. | 0.97% | Reduce -28.6% | 44,255 | $2.5M |
| Rahlfs Capital, LLC | 1.83% | Reduce -4.6% | 44,092 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +3.0% | 44,087 | $2.5M |
| Bradley Foster & Sargent Inc. | 0.04% | Reduce -8.4% | 43,915 | $2.5M |
| Sovereign Financial Group, Inc. | 0.38% | Add +2.0% | 43,907 | $2.5M |
| Red Mountain Financial, LLC | 2.08% | Add +25.2% | 43,809 | $2.5M |
| Worth Financial Advisory Group, LLC | 1.03% | New | 43,761 | $2.5M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +13.2% | 43,657 | $2.5M |
| Websterrogers Financial Advisors, LLC | 0.63% | Reduce -3.3% | 43,605 | $2.5M |
| Guilbault Capital LLC | 2.47% | Reduce -0.1% | 43,591 | $2.5M |
| Bell Bank | 0.09% | Add +0.1% | 43,557 | $2.5M |
| Hancock Whitney Corp. | 0.04% | Add +5.9% | 43,254 | $2.4M |
| Anchor Capital Management Group Inc | 1.67% | Reduce -1.3% | 39,500 | $2.4M |
| Rockport Wealth LLC | 0.41% | Add +5.8% | 42,836 | $2.4M |
| Redmond Asset Management, LLC | 0.60% | Reduce -2.4% | 42,795 | $2.4M |
| Gill Capital Partners, LLC | 0.62% | Reduce -16.1% | 41,640 | $2.4M |
| Littlejohn Financial Services, Inc. | 1.71% | Add +9.5% | 41,595 | $2.3M |
| Note Advisors, LLC | 1.02% | Add +5.8% | 41,575 | $2.3M |
| Ruggiero Investments, Inc. | 1.99% | Add +12.1% | 41,470 | $2.3M |
| Benchmark Financial, LLC | 1.91% | Reduce -39.6% | 41,396 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -4.8% | 41,251 | $2.3M |
| Integrated Advisors Network LLC | 0.11% | Add +106.5% | 40,724 | $2.3M |
| Bleakley Financial Group, LLC | 0.03% | Add +43.4% | 40,631 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Add +45.4% | 40,626 | $2.3M |
| PMG Family Office LLC | 2.10% | Add +5.6% | 40,432 | $2.3M |
| Miramontes Capital, LLC | 0.71% | Add +5.3% | 40,380 | $2.3M |
| JT Stratford LLC | 0.25% | Add +3.5% | 40,363 | $2.3M |
| Worth Asset Management, LLC | 0.73% | Add +12.0% | 40,251 | $2.3M |
| Frontier Asset Management, LLC | 0.41% | Add +8.3% | 40,130 | $2.3M |
| New York Life Investment Management LLC | 0.02% | Reduce -91.2% | 40,125 | $2.3M |
| Founders Financial Securities LLC | 0.12% | Reduce -2.0% | 40,121 | $2.3M |
| Simplex Trading, LLC | 0.06% | Add +423.8% | 40,084 | $2.3M |
| Helium Advisors LLC | 1.86% | Add +4.5% | 39,470 | $2.2M |
| White Wing Wealth Management | 1.16% | Add +509.6% | 39,435 | $2.2M |
| Lanark Financial, Inc. | 0.15% | Add +10.6% | 38,966 | $2.2M |
| Regions Financial Corp. | 0.01% | Reduce -7.1% | 38,557 | $2.2M |
| Whipplewood Advisors, LLC | 1.47% | Reduce -1.3% | 38,554 | $2.2M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -0.8% | 38,176 | $2.2M |
| TFR Capital, LLC. | 0.60% | Add +0.1% | 37,895 | $2.1M |
| BOK Financial Private Wealth, Inc. | 0.11% | Add +0.6% | 37,884 | $2.1M |
| Sheets Smith Wealth Management | 0.21% | Reduce -1.1% | 37,684 | $2.1M |
| L & S Advisors Inc | 0.22% | Add +0.6% | 37,646 | $2.1M |
| Newport Capital Group, LLC | 1.17% | Reduce -0.4% | 37,036 | $2.1M |
| Triton Wealth Management, PLLC | 0.64% | Add +6.8% | 36,838 | $2.1M |
| J.Safra Asset Management Corp | 0.10% | Add +2.6% | 36,737 | $2.1M |
| Unique Wealth, LLC | 0.24% | Add +110.0% | 36,677 | $2.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.39% | Add +11.3% | 36,625 | $2.1M |
| Avestar Capital, LLC | 0.12% | Add +1.7% | 36,611 | $2.1M |
| US Bancorp \de | 0.00% | Add +11.3% | 36,545 | $2.1M |
| Boyum Wealth Architects LLC | 0.82% | Reduce -5.7% | 36,231 | $2.1M |
| Croban | 0.90% | Add +1.5% | 36,340 | $2.1M |
| Integral Investment Advisors, Inc. | 0.45% | Add +3.8% | 36,105 | $2.0M |
| Midwest Professional Planners, LTD. | 0.40% | Add +12.6% | 35,967 | $2.0M |
| Greykasell Wealth Strategies, Inc. | 0.74% | Add +2.3% | 35,869 | $2.0M |
| Taylor Securities Services, Inc. | 0.82% | Add +549.3% | 35,852 | $2.0M |
| LGT Financial Advisors LLC | 10.70% | Reduce -11.8% | 35,822 | $2.0M |
| Ritter Daniher Financial Advisory LLC / DE | 0.31% | Reduce -32.4% | 35,696 | $2.0M |
| Resonant Capital Advisors, LLC | 0.10% | Reduce -32.0% | 35,568 | $2.0M |
| Beaumont Financial Advisors, LLC | 0.13% | Reduce -6.3% | 35,552 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.38% | Reduce -15.4% | 35,416 | $2.0M |
| Etesian Wealth Advisors, Inc. | 0.59% | Reduce -2.1% | 35,306 | $2.0M |
| KERR FINANCIAL PLANNING Corp | 2.22% | Reduce -6.5% | 35,263 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.11% | Reduce -5.8% | 35,247 | $2.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.30% | Add +2.2% | 35,096 | $2.0M |
| Cannon Wealth Management Services, LLC | 1.08% | Add +3.3% | 35,080 | $2.0M |
| Blue Trust, Inc. | 0.02% | Reduce -10.8% | 34,721 | $2.0M |
| PDS Planning, Inc | 0.11% | Add +1.8% | 34,622 | $2.0M |
| National Philanthropic Trust | 0.03% | Add +3.2% | 34,566 | $2.0M |
| Bellevue Asset Management, LLC | 0.90% | Reduce -19.6% | 34,439 | $1.9M |
| Aspen Investment Management Inc | 0.52% | Add +12.8% | 34,342 | $1.9M |
| SteelPeak Wealth, LLC | 0.05% | Add +9.1% | 34,091 | $1.9M |
| Simplicity Wealth,LLC | 0.06% | Add +354.5% | 34,044 | $1.9M |
| Tucker Asset Management LLC | 0.47% | Add +42.1% | 34,008 | $1.9M |
| Wealth Effects LLC | 0.52% | Add +2.4% | 33,943 | $1.9M |
| Columbia Bank | 0.43% | Add +5.0% | 33,724 | $1.9M |
| Purus Wealth Management, LLC | 0.52% | Reduce -15.5% | 33,687 | $1.9M |
| Sound Income Strategies, LLC | 0.09% | Reduce -5.8% | 33,554 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -12.1% | 33,326 | $1.9M |
| Caerus Investment Advisors, LLC | 0.63% | No change | 33,078 | $1.9M |
| SFE Investment Counsel | 0.26% | Reduce -6.3% | 33,076 | $1.9M |
| Round Rock Advisors LLC | 0.24% | Reduce -2.6% | 33,020 | $1.9M |
| Somerset Trust Co | 0.52% | Reduce -1.6% | 32,765 | $1.9M |
| Modus Advisors, LLC | 0.46% | Add +3.5% | 32,674 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Add +19.0% | 32,670 | $1.8M |
| Spartan Wealth Advisory Services LLC | 0.15% | Reduce -3.2% | 32,607 | $1.8M |
| IFG Advisory, LLC | 0.06% | Add +714.0% | 32,559 | $1.8M |
| Verus Capital Partners, LLC | 0.10% | Reduce -2.9% | 32,531 | $1.8M |
| Nordwand Advisors, LLC | 0.28% | No change | 32,240 | $1.8M |
| Grant Private Wealth Management Inc | 0.76% | Add +5.2% | 31,946 | $1.8M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.3% | 31,720 | $1.8M |
| Means Investment Co., Inc. | 0.14% | Reduce -6.7% | 31,644 | $1.8M |
| SlateStone Wealth, LLC | 0.14% | Reduce -30.9% | 31,350 | $1.8M |
| GTS Securities LLC | 0.04% | New | 31,349 | $1.8M |
| Wealth Watch Advisors, INC | 0.57% | Add +64.4% | 31,306 | $1.8M |
| Spinnaker Investment Group, LLC | 0.28% | Reduce -0.6% | 31,102 | $1.8M |
| Gables Capital Management Inc. | 0.63% | Add +2.0% | 30,864 | $1.7M |
| Dynasty Wealth Management, LLC | 0.01% | Add +36.5% | 30,829 | $1.7M |
| Perryman Financial Advisory Inc. | 0.23% | Reduce -7.5% | 30,565 | $1.7M |
| HBK Sorce Advisory LLC | 0.03% | Add +2.1% | 29,963 | $1.7M |
| Post Resch Tallon Group Inc. | 1.19% | Add +8.5% | 30,477 | $1.7M |
| Richmond Investment Services, LLC | 0.54% | Add +203.2% | 30,378 | $1.7M |
| Carr Financial Group Corp | 0.39% | Reduce -20.3% | 30,066 | $1.7M |
| Security National Bank of So Dak | 0.78% | No change | 29,885 | $1.7M |
| First Horizon Corp. | 0.06% | No change | 29,818 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.34% | Reduce -12.6% | 29,666 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -4.5% | 29,190 | $1.6M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -25.2% | 29,082 | $1.6M |
| RMR Wealth Builders | 0.10% | New | 28,972 | $1.6M |
| Markowski Investments | 0.36% | — | 28,886 | $1.6M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +4.5% | 28,712 | $1.6M |
| Prosperitas Financial LLC | 0.52% | Add +8.2% | 28,691 | $1.6M |
| Matisse Capital | 0.64% | Add +11.3% | 28,323 | $1.6M |
| New Insight Wealth Advisors | 0.47% | Add +43.6% | 28,229 | $1.6M |
| Main Line Retirement Advisors, LLC | 0.73% | Add +18.5% | 28,215 | $1.6M |
| Stirlingshire Investments, Inc. | 1.18% | Reduce -0.4% | 28,174 | $1.6M |
| Concord Wealth Partners | 0.18% | Reduce -41.8% | 28,159 | $1.6M |
| GC Wealth Management RIA, LLC | 0.09% | No change | 28,152 | $1.6M |
| Sloy Dahl & Holst, LLC | 0.19% | Add +4.1% | 27,917 | $1.6M |
| Tradewinds, LLC. | 0.35% | New | 2,191 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +11.2% | 27,788 | $1.6M |
| Signature Equity Partners, LLC | 0.72% | Add +607.4% | 27,618 | $1.6M |
| Modern Wealth Management, LLC | 0.02% | Reduce -62.4% | 27,586 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.15% | Reduce -3.6% | 27,521 | $1.6M |
| DB&C Advisors, LLC | 1.67% | Add +1.8% | 27,384 | $1.5M |
| Wealth Alliance, LLC | 0.13% | Add +8.4% | 27,341 | $1.5M |
| Strategic Wealth Advisors LLC | 1.32% | Add +0.8% | 26,891 | $1.5M |
| Retirement Planning Group, LLC | 0.04% | Reduce -3.5% | 27,227 | $1.5M |
| Generation Capital Management LLC | 0.94% | Reduce -2.9% | 27,101 | $1.5M |
| Frederick Financial Consultants, LLC | 0.65% | Add +6.0% | 27,050 | $1.5M |
| Howard Wealth Management, LLC | 0.56% | Add +1.9% | 26,887 | $1.5M |
| Paradigm Capital Management, LLC | 1.31% | New | 26,725 | $1.5M |
| Channel Wealth LLC | 0.34% | Add +56.7% | 26,666 | $1.5M |
| BKM Wealth Management, LLC | 0.53% | Reduce -13.5% | 26,434 | $1.5M |
| PKS Advisory Services, LLC | 0.24% | Add +4.7% | 26,136 | $1.5M |
| BTS Asset Management, Inc. | 3.09% | Add +23.3% | 25,958 | $1.5M |
| XML Financial, LLC | 0.11% | Reduce -16.0% | 25,710 | $1.5M |
| Smallwood Wealth Investment Management, LLC | 0.63% | Add +13.9% | 25,631 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 25,560 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.49% | Reduce -20.2% | 25,555 | $1.4M |
| Novem Group | 0.15% | Reduce -0.8% | 25,358 | $1.4M |
| Cascade Investment Group, Inc. | 0.80% | Reduce -2.6% | 25,323 | $1.4M |
| Legacy Wealth Managment, LLC | 0.59% | Add +2356.5% | 25,302 | $1.4M |
| Independent Advisor Alliance | 0.03% | Reduce -84.7% | 25,288 | $1.4M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -5.2% | 25,250 | $1.4M |
| Wellington-Altus USA Inc. | 1.01% | Reduce -29.9% | 24,907 | $1.4M |
| Kestra Investment Management, LLC | 0.03% | Reduce -5.6% | 24,796 | $1.4M |
| StoneX Group Inc. | 0.06% | Reduce -18.9% | 24,745 | $1.4M |
| Rwa Wealth Partners, LLC | 0.01% | Add +48.2% | 24,570 | $1.4M |
| Sovran Advisors, LLC | 0.10% | Add +53.1% | 24,209 | $1.4M |
| Plan Group Financial, LLC | 0.28% | Add +49.7% | 24,314 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.83% | Add +2.5% | 24,243 | $1.4M |
| Boreal Capital Management LLC | 1.18% | No change | 24,214 | $1.4M |
| Orgel Wealth Management, LLC | 0.03% | Add +91.5% | 24,209 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.34% | Add +3.7% | 24,079 | $1.4M |
| Murphy & Mullick Capital Management Corp | 0.84% | Add +3.6% | 24,051 | $1.4M |
| Raab & Moskowitz Asset Management LLC | 0.27% | New | 23,990 | $1.4M |
| Transcend Capital Advisors, LLC | 0.09% | Reduce -9.1% | 23,929 | $1.4M |
| Independence Asset Advisors, LLC | 0.35% | Add +11.2% | 23,867 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.55% | Add +0.1% | 23,800 | $1.3M |
| GWN Securities Inc. | 0.22% | Reduce -0.7% | 23,724 | $1.3M |
| Pacific Park Financial, Inc. | 0.78% | Add +4.2% | 23,718 | $1.3M |
| Ascension Capital Advisors, Inc. | 0.38% | Add +0.4% | 23,653 | $1.3M |
| Plotkin Financial Advisors, LLC | 0.55% | Reduce -3.0% | 23,562 | $1.3M |
| Flagship Private Wealth, LLC | 0.47% | New | 23,519 | $1.3M |
| Smith, Moore & Co. | 0.09% | Reduce -1.9% | 23,375 | $1.3M |
| Bay Rivers Group | 0.45% | Add +14.8% | 23,360 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -13.8% | 23,242 | $1.3M |
| Verity Asset Management, Inc. | 0.50% | Reduce -0.7% | 23,197 | $1.3M |
| TritonPoint Partners, LLC | 0.11% | Add +55.0% | 23,113 | $1.3M |
| Clear Creek Financial Management, LLC | 0.08% | Add +14.9% | 23,064 | $1.3M |
| D'Orazio & Associates, Inc. | 0.15% | Reduce -1.8% | 22,850 | $1.3M |
| TCFG Investment Advisors, LLC | 0.44% | Add +3.7% | 22,730 | $1.3M |
| Cozad Asset Management Inc. | 0.08% | Add +0.8% | 22,797 | $1.3M |
| Tudor Investment Corporation | 0.01% | New | 22,754 | $1.3M |
| Commerce Bank | 0.01% | Add +8.8% | 22,658 | $1.3M |
| Fortis Capital Advisors, LLC | 0.14% | Reduce -9.0% | 22,573 | $1.3M |
| Bravias Capital Group, LLC | 0.76% | Add +2.4% | 22,536 | $1.3M |
| Milestone Asset Management Group, LLC | 0.64% | Add +2.4% | 22,503 | $1.3M |
| Jacobs Equity LLC | 0.88% | New | 22,450 | $1.3M |
| Trueblood Wealth Management, LLC | 0.44% | Add +1.8% | 22,395 | $1.3M |
| CPC Advisors, LLC | 0.17% | Reduce -19.9% | 22,261 | $1.3M |
| Fiduciary Financial Group, LLC | 0.14% | Add +15.3% | 22,220 | $1.3M |
| Strategic Advisors LLC | 0.27% | Add +1.2% | 22,173 | $1.3M |
| Twin Focus Capital Partners, LLC | 0.13% | No change | 22,160 | $1.3M |
| Pasadena Private Wealth, LLC | 0.16% | Add +5.3% | 22,094 | $1.2M |
| Wealth Dimensions Group, Ltd. | 0.22% | Add +0.8% | 22,074 | $1.2M |
| Falcon Wealth Planning | 0.08% | Reduce -0.8% | 22,008 | $1.2M |
| Meridian Financial Advisors, LLC | 0.60% | Add +5.3% | 21,988 | $1.2M |
| McCarter Private Wealth Services LLC | 0.43% | Reduce -8.3% | 21,942 | $1.2M |
| Code Waechter LLC | 0.64% | Reduce -0.5% | 21,912 | $1.2M |
| LRI Investments, LLC | 0.10% | Reduce -6.4% | 21,655 | $1.2M |
| Elevation Wealth Management LLC | 0.91% | Reduce -7.7% | 21,542 | $1.2M |
| Armor Investment Advisors, LLC | 0.39% | Reduce -20.7% | 21,509 | $1.2M |
| Burling Wealth Partners, LLC | 0.18% | Add +9.5% | 21,367 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -14.8% | 21,314 | $1.2M |
| Berger Financial Group, Inc | 0.06% | Reduce -6.8% | 21,293 | $1.2M |
| Sun Financial Inc | 0.56% | Reduce -2.5% | 20,713 | $1.2M |
| Apollon Financial, LLC | 0.14% | Add +27.3% | 21,033 | $1.2M |
| Tritonpoint Wealth, LLC | 0.12% | Reduce -0.4% | 20,876 | $1.2M |
| Ameriflex Group, Inc. | 0.48% | Add +3.8% | 20,770 | $1.2M |
| Cpwa, LLC | 1.35% | Add +3.2% | 20,642 | $1.2M |
| Mendel Capital Management LLC | 0.52% | Add +2.8% | 20,484 | $1.2M |
| Citadel Advisors | 0.00% | Add +122.8% | 20,447 | $1.2M |
| Platform Technology Partners | 0.19% | Add +13.4% | 20,414 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.07% | Reduce -12.4% | 20,363 | $1.2M |
| Argyle Capital Partners, LLC | 0.72% | Add +17.6% | 20,298 | $1.1M |
| Cassaday & Co Wealth Management LLC | 0.02% | New | 20,200 | $1.1M |
| Aft, Forsyth & Company, Inc. | 0.55% | Add +16.7% | 20,190 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +17.4% | 20,182 | $1.1M |
| Capasso Planning Partners LLC | 0.57% | Reduce -3.0% | 20,129 | $1.1M |
| Blue Chip Partners, LLC | 0.07% | Add +3.6% | 20,068 | $1.1M |
| Pegasus Asset Management, Inc. | 0.32% | Add +50.6% | 20,057 | $1.1M |
| Teucrium Investment Advisors, LLC | 1.00% | Reduce -11.2% | 20,112 | $1.1M |
| Madison Wealth Partners, Inc | 0.14% | Add +27.2% | 19,971 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.32% | Reduce -5.8% | 19,891 | $1.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.15% | Add +1.8% | 19,889 | $1.1M |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +73.2% | 19,808 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.46% | Reduce -57.5% | 19,763 | $1.1M |
| Bellwether Advisors, LLC | 0.16% | No change | 19,393 | $1.1M |
| Certior Financial Group, LLC | 0.60% | Add +62.9% | 19,243 | $1.1M |
| Winebrenner Capital Management LLC | 0.66% | Add +1.6% | 19,182 | $1.1M |
| Westbourne Investment Advisors, Inc. | 0.30% | Add +2.7% | 19,100 | $1.1M |
| Maia Wealth LLC | 0.16% | Reduce -10.5% | 18,984 | $1.1M |
| Axis Wealth Partners, LLC | 0.51% | Add +9.6% | 18,851 | $1.1M |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -2.0% | 18,723 | $1.1M |
| Allied Private Wealth LLC | 0.68% | — | 18,693 | $1.1M |
| Mission Financial Group, LLC | 0.87% | — | 18,635 | $1.1M |
| ERn Financial, LLC | 0.17% | Add +2.3% | 18,446 | $1.0M |
| Mainsail Asset Management, LLC | 0.41% | Add +3.0% | 18,420 | $1.0M |
| Beckerman Institutional, LLC | 0.49% | Reduce -0.2% | 18,335 | $1.0M |
| First Heartland Consultants, Inc. | 0.07% | Add +4.8% | 18,276 | $1.0M |
| Soundwatch Capital LLC | 0.11% | Add +7.9% | 18,000 | $1.0M |
| Aviance Capital Partners, LLC | 0.10% | Reduce -0.4% | 17,789 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | Add +6.0% | 17,774 | $1.0M |
| Millennium Capital Advisors, LLC | 0.54% | Reduce -21.7% | 17,594 | $994K |
| CGN Advisors LLC | 0.07% | Reduce -4.8% | 17,576 | $993K |
| Portfolio Strategies, Inc. | 0.10% | Reduce -0.1% | 17,556 | $992K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -8.3% | 17,518 | $989K |
| XY Planning Network, Inc. | 0.12% | Add +7.8% | 17,343 | $980K |
| NBT Bank, N.A. | 0.06% | Reduce -11.4% | 17,308 | $978K |
| Stonebridge Financial Planning Group, LLC | 0.31% | New | 17,135 | $968K |
| SouthState Bank Corp | 0.04% | Add +56.2% | 17,070 | $964K |
| Private Wealth Partners, LLC | 0.07% | Reduce -21.4% | 17,002 | $960K |
| Park Place Capital Corp | 0.15% | Add +56.0% | 16,794 | $949K |
| Perennial Investment Advisors, LLC | 0.06% | Add +133.8% | 16,727 | $945K |
| GFS Advisors, LLC | 0.10% | No change | 45,680 | $943K |
| IMA Advisory Services, Inc. | 0.06% | New | 16,617 | $939K |
| Cardiff Park Advisors, LLC | 0.07% | Add +1.0% | 16,574 | $936K |
| Forteris Wealth Management Inc. | 0.76% | Add +15.6% | 16,460 | $930K |
| BlackRock, Inc. | 0.00% | Reduce -39.9% | 16,459 | $930K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -43.6% | 16,385 | $925K |
| Gilpin Wealth Management, LLC | 0.64% | Reduce -2.1% | 16,384 | $925K |
| Brasada Capital Management, LP | 0.17% | Add +8.3% | 16,374 | $925K |
| Bluedoor Private Wealth, LLC | 0.39% | Add +4.8% | 16,369 | $925K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -2.9% | 16,327 | $922K |
| MRA Advisory Group | 0.33% | Add +0.1% | 16,313 | $921K |
| Tactive Advisors, LLC | 0.23% | Add +3.1% | 16,277 | $919K |
| Jupiter Wealth Management LLC | 0.37% | No change | 16,250 | $918K |
| OMNI 360 Wealth, Inc. | 0.42% | No change | 16,235 | $917K |
| IAM Advisory, LLC | 0.18% | Add +5.1% | 16,229 | $917K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -15.2% | 16,105 | $916K |
| Atlantic Private Wealth, LLC | 0.56% | No change | 16,206 | $915K |
| Arrowroot Family Office, LLC | 0.26% | Reduce -35.4% | 16,130 | $911K |
| First Commonwealth Financial Corp | 0.13% | Reduce -18.6% | 16,073 | $908K |
| Keating Financial Advisory Services, Inc. | 0.12% | Add +7.1% | 16,008 | $904K |
| Alliance Wealth Advisors, LLC | 0.17% | Reduce -83.8% | 15,867 | $896K |
| Private Trust Co. NA | 0.07% | Add +38.0% | 15,735 | $889K |
| Cascades Capital Asset Management, LLC | 0.33% | Add +7.6% | 15,682 | $886K |
| Encompass More Asset Management | 0.13% | Add +15.2% | 15,610 | $882K |
| Pincus Capital Management, LP | 0.52% | No change | 15,500 | $875K |
| Tranquility Partners, LLC | 0.30% | Add +0.9% | 15,447 | $872K |
| Advyzon Investment Management, LLC | 0.06% | Reduce -31.5% | 15,367 | $868K |
| Marion Wealth Management | 0.18% | Reduce -5.7% | 15,366 | $868K |
| Cathy Pareto & Associates, Inc. | 0.51% | Reduce -13.9% | 15,337 | $866K |
| Endeavor Private Wealth, Inc. | 0.21% | Reduce -0.4% | 15,226 | $860K |
| Compound Planning, Inc. | 0.02% | Add +4.5% | 15,212 | $859K |
| Dana Investment Advisors, Inc. | 0.02% | Add +18.4% | 15,189 | $858K |
| Strategic Financial Concepts, LLC | 0.25% | Add +0.7% | 15,154 | $856K |
| BIP Wealth, LLC | 0.02% | Reduce -6.7% | 15,146 | $855K |
| Compass Financial Management LLC | 0.10% | — | 14,936 | $854K |
| Alliance Wealth Advisors, LLC | 0.34% | Add +1.6% | 15,013 | $848K |
| Balboa Wealth Partners | 0.12% | Add +17.2% | 14,986 | $846K |
| Cora Capital Advisors LLC | 0.24% | Add +38.8% | 14,849 | $839K |
| Carnegie Lake Advisors LLC | 0.31% | No change | 14,787 | $835K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.6% | 14,739 | $832K |
| Elevatus Welath Management | 0.20% | Add +3.1% | 14,713 | $831K |
| American Capital Advisory, LLC | 0.30% | Add +0.6% | 14,681 | $829K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +3.6% | 14,641 | $828K |
| Lighthouse Financial Services Inc. | 0.17% | Add +0.8% | 14,635 | $821K |
| Herbst Group, LLC | 0.45% | Reduce -49.5% | 14,528 | $821K |
| Coquina Private Wealth LLC | 0.56% | Add +26.4% | 14,521 | $820K |
| PCM Encore, LLC | 0.14% | Reduce -36.0% | 14,428 | $815K |
| Kraematon Investment Advisors, Inc. | 0.61% | Reduce -2.9% | 14,417 | $814K |
| Elmwood Wealth Management, Inc. | 0.20% | Add +295.6% | 14,339 | $810K |
| Independent Investors Inc. | 0.15% | Reduce -6.3% | 14,251 | $805K |
| Capital Advisors, Ltd. LLC | 0.08% | Add +0.2% | 14,212 | $803K |
| Pointe Capital Management LLC | 0.36% | Reduce -12.6% | 14,174 | $801K |
| Arete Wealth Advisors, LLC | 0.05% | Add +3.7% | 14,133 | $798K |
| Laraway Financial Advisors Inc | 0.48% | Add +3.8% | 14,043 | $793K |
| Southern Capital Services Inc. | 0.45% | Reduce -78.3% | 14,039 | $793K |
| Atlas Private Wealth Advisors | 0.17% | Reduce -8.3% | 14,019 | $792K |
| BCGM Wealth Management, LLC | 0.17% | Reduce -20.9% | 13,873 | $784K |
| Navis Wealth Advisors, LLC | 0.30% | Reduce -56.0% | 13,803 | $780K |
| Susquehanna International Group, LLP | 0.00% | Add +63.1% | 13,798 | $779K |
| Commonwealth Financial Services, LLC | 0.10% | Add +5.5% | 13,740 | $776K |
| White Knight Strategic Wealth Advisors, LLC | 0.54% | Reduce -14.4% | 13,643 | $771K |
| Empire Financial Management Company, LLC | 0.30% | Reduce -79.7% | 13,630 | $770K |
| Red Crane Wealth Management, LLC | 0.57% | Reduce -1.8% | 13,614 | $769K |
| SevenBridge Financial Group, LLC | 0.11% | Reduce -15.3% | 13,351 | $769K |
| Maripau Wealth Management LLC | 0.27% | Add +31.1% | 13,520 | $763K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +3.8% | 13,506 | $763K |
| Cornerstone Wealth Group, LLC | 0.05% | Reduce -4.8% | 13,492 | $762K |
| Resolute Wealth Strategies, LLC | 0.29% | Reduce -5.6% | 13,395 | $757K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -6.2% | 13,389 | $756K |
| Nelson Capital Management, LLC | 0.08% | Reduce -45.6% | 13,383 | $756K |
| FMR LLC | 0.00% | Reduce -58.0% | 13,349 | $754K |
| Menard Financial Group LLC | 0.41% | Reduce -15.2% | 13,248 | $748K |
| CRA Financial Services, LLC | 0.09% | Add +0.7% | 13,198 | $745K |
| Cascade Financial Partners, LLC | 0.06% | No change | 13,191 | $745K |
| Integrated Wealth Management | 0.79% | Add +0.4% | 13,172 | $744K |
| Fiduciary Trust Co | 0.01% | Add +22.6% | 13,152 | $743K |
| Accurate Wealth Management, LLC | 0.07% | Add +24.1% | 13,061 | $740K |
| Rose Capital Advisors LLC | 0.40% | — | 13,100 | $740K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -0.5% | 13,036 | $736K |
| Flputnam Investment Management Co. | 0.01% | Reduce -39.5% | 13,032 | $736K |
| WASHINGTON TRUST Co | 0.02% | Add +64.5% | 12,891 | $728K |
| Juncture Wealth Strategies, LLC | 0.19% | New | 12,890 | $728K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -55.1% | 12,683 | $727K |
| West Michigan Advisors, LLC | 0.14% | Reduce -60.5% | 12,844 | $725K |
| Arcus Capital Partners, LLC | 0.30% | Add +2.2% | 12,791 | $722K |
| HB Wealth Management, LLC | 0.00% | Reduce -54.4% | 12,780 | $722K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 12,758 | $721K |
| Atticus Wealth Management, LLC | 0.17% | Add +2.6% | 12,654 | $715K |
| Brown Wealth Management, LLC | 0.16% | New | 12,570 | $710K |
| Lakeridge Wealth Management LLC | 0.26% | Reduce -2.8% | 12,554 | $709K |
| Heritage Oak Wealth Advisors LLC | 0.21% | No change | 12,493 | $706K |
| TopTier Wealth Management, LLC | 0.43% | Reduce -3.2% | 12,490 | $705K |
| ELCO Management Co., LLC | 0.30% | Reduce -56.8% | 12,475 | $705K |
| Florida Financial Advisors, LLC | 0.12% | Add +15.9% | 12,415 | $701K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 12,297 | $695K |
| Stenger Family Office, LLC | 0.11% | Reduce -1.4% | 12,282 | $694K |
| Atlanta Consulting Group Advisors, LLC | 0.11% | New | 12,220 | $690K |
| Autumn Glory Partners, LLC | 0.20% | Reduce -60.6% | 12,196 | $689K |
| Fiduciary Group, LLC | 0.05% | Reduce -22.3% | 12,175 | $688K |
| Meridian Financial Partners LLC | 0.23% | Reduce -34.9% | 12,067 | $688K |
| Crumly & Associates Inc. | 0.13% | Add +19.7% | 12,155 | $687K |
| Cassady Wealth & Retirement Planning, LLC | 0.32% | Reduce -8.4% | 12,105 | $684K |
| Mission Hills Financial Advisory, LLC | 0.30% | Add +82.3% | 11,992 | $677K |
| Guided Capital Wealth Management, LLC | 0.40% | No change | 11,986 | $677K |
| Fortune Financial Group, Inc. | 0.53% | Add +0.1% | 11,960 | $676K |
| Legacy Bridge, LLC | 0.21% | Reduce -19.1% | 11,799 | $666K |
| Ascentis Wealth Management, LLC | 0.11% | Add +12.7% | 11,643 | $659K |
| LVZ, Inc. | 0.07% | Add +11.4% | 11,648 | $658K |
| HM Payson & Co. | 0.01% | No change | 11,515 | $650K |
| Plus Group Wealth Advisors LLC | 0.61% | Add +13.0% | 11,487 | $649K |
| Colonial Trust Co / SC | 0.08% | Add +1.3% | 11,443 | $646K |
| Fortis Group Advisors, LLC | 0.10% | Reduce -5.5% | 11,416 | $645K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +1447.6% | 11,406 | $644K |
| Taylor & Morgan Wealth Management, LLC | 0.32% | Reduce -9.6% | 11,390 | $643K |
| Capital Advisors Inc. | 0.01% | Reduce -99.3% | 11,385 | $643K |
| Financial Gravity Companies, Inc. | 0.10% | — | 11,370 | $642K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 11,350 | $641K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -11.7% | 11,298 | $638K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -14.6% | 11,297 | $638K |
| Darden Wealth Group Inc | 0.25% | Add +0.2% | 11,248 | $635K |
| Financial Partners Group, Inc | 0.06% | Reduce -48.2% | 11,247 | $635K |
| NorthRock Partners, LLC | 0.01% | New | 11,142 | $629K |
| Lineweaver Wealth Advisors, LLC | 0.07% | Add +8.8% | 11,124 | $628K |
| Marshall Financial Group, LLC | 0.09% | Reduce -22.4% | 11,118 | $628K |
| Keybank National Association | 0.00% | Add +57.5% | 11,052 | $624K |
| Key Financial Inc | 0.10% | Add +15.1% | 11,046 | $624K |
| Mainstream Capital Management LLC | 0.37% | Reduce -41.8% | 10,973 | $620K |
| Camelot Portfolios, LLC | 0.43% | Reduce -0.9% | 10,807 | $610K |
| Landmark Wealth Management, LLC | 0.15% | Add +45.1% | 10,797 | $610K |
| Venture Visionary Partners LLC | 0.02% | Add +4.5% | 10,745 | $607K |
| Rothschild Wealth LLC | 0.05% | Add +1.8% | 10,729 | $606K |
| Trust Co | 0.05% | Reduce -2.9% | 10,699 | $604K |
| Athena Wealth Management, LLC | 0.45% | Reduce -11.5% | 10,654 | $602K |
| Shum Financial Group, Inc. | 0.36% | Add +13.7% | 10,654 | $602K |
| Wellington Shields Capital Management, LLC | 0.08% | Add +0.0% | 10,636 | $601K |
| Putney Financial Group LLC | 0.54% | Add +165.8% | 10,572 | $597K |
| Zacks Investment Management | 0.00% | Add +75.4% | 10,524 | $594K |
| Rosenblum Silverman Sutton S F Inc. | 0.14% | New | 10,500 | $593K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -3.6% | 10,452 | $590K |
| AssuredPartners Investment Advisors, LLC | 0.06% | Reduce -1.4% | 10,424 | $589K |
| United Bank | 0.18% | Add +20.1% | 10,416 | $588K |
| Park National Corp. | 0.02% | Reduce -5.4% | 10,319 | $583K |
| Fortis Advisors, LLC | 0.27% | Add +0.3% | 10,256 | $579K |
| Wesbanco Bank Inc. | 0.01% | Reduce -4.4% | 10,245 | $579K |
| Kirtland Hills Capital Management, LLC | 0.16% | Add +27.8% | 10,226 | $578K |
| Texas Yale Capital Corp. | 0.01% | Add +4.1% | 10,150 | $573K |
| Mascagni Wealth Management, Inc. | 0.35% | Add +37.0% | 10,093 | $570K |
| Aventura Private Wealth, LLC | 0.17% | Reduce -61.8% | 10,084 | $570K |
| Mascoma Wealth Management LLC | 0.11% | Reduce -1.7% | 10,036 | $567K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -6.3% | 10,014 | $566K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +6.0% | 10,006 | $565K |
| Latitude Advisors, LLC | 0.22% | Reduce -7.8% | 9,976 | $563K |
| Strong Retirement Solutions LLC | 0.34% | Add +4.8% | 9,959 | $562K |
| Columbia Advisory Partners LLC | 0.31% | Add +4.0% | 9,900 | $559K |
| Vickerman Investment Advisors, Inc. | 0.11% | Add +3.7% | 9,878 | $558K |
| Harbor Asset Planning, Inc. | 0.42% | Reduce -22.0% | 9,860 | $557K |
| Red Door Wealth Management, LLC | 0.05% | Reduce -11.3% | 9,840 | $556K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -20.7% | 9,821 | $555K |
| TPG Advisors LLC | 0.30% | Add +74.0% | 9,795 | $553K |
| Advance Capital Management, Inc. | 0.02% | Reduce -17.4% | 9,705 | $548K |
| Riverbend Wealth Management, LLC | 0.28% | Reduce -80.3% | 9,686 | $547K |
| American Money Management, LLC | 0.08% | Reduce -5.2% | 9,661 | $546K |
| Accredited Investors Inc. | 0.02% | Add +1.3% | 9,640 | $544K |
| VestGen Advisors, LLC | 0.02% | Add +15.3% | 9,640 | $544K |
| Rockingstone Advisors LLC | 0.22% | Reduce -28.3% | 9,595 | $542K |
| MSH Capital Advisors LLC | 0.09% | Reduce -13.9% | 9,559 | $540K |
| Evolution Wealth Advisors, LLC | 0.06% | Add +9.4% | 9,533 | $538K |
| One Capital Management, LLC | 0.01% | No change | 9,461 | $536K |
| Oakmont Advisory Group, LLC | 0.45% | Reduce -25.4% | 9,448 | $534K |
| Skyline Advisors, Inc. | 0.17% | Reduce -13.7% | 9,426 | $532K |
| Sovereign Investment Advisors, LLC | 0.10% | Add +31.7% | 9,327 | $527K |
| Formidable Asset Management, LLC | 0.08% | Reduce -8.1% | 9,289 | $527K |
| KKM Financial LLC | 0.07% | Reduce -1.6% | 9,312 | $526K |
| Argent Advisors, Inc. | 0.13% | No change | 9,272 | $524K |
| Advisory Advocates, LLC | 0.45% | Add +32.2% | 9,270 | $524K |
| Private Capital Advisors, Inc. | 0.04% | Add +28.5% | 9,092 | $514K |
| Gateway Wealth Partners, LLC | 0.03% | Add +10.6% | 9,079 | $513K |
| Rebalance, LLC | 0.03% | Add +3.0% | 9,030 | $510K |
| Bright Futures Wealth Management, LLC. | 0.33% | Add +13.5% | 8,993 | $508K |
| PVG Asset Management Corp. | 0.29% | Reduce -1.9% | 8,987 | $508K |
| PlanVest Financial, Inc | 0.34% | Add +10.2% | 8,934 | $505K |
| Steinberganna Wealth Management | 0.20% | Add +49.8% | 8,892 | $502K |
| Regatta Capital Group, LLC | 0.07% | Reduce -6.7% | 8,891 | $502K |
| GAMMA Investing LLC | 0.02% | Add +54.1% | 8,846 | $500K |
| Almanack Investment Partners, LLC. | 0.06% | New | 8,833 | $499K |
| Glen Eagle Advisors, LLC | 0.06% | Add +51.1% | 8,821 | $498K |
| Pennsylvania Capital Management Inc. | 0.13% | Reduce -23.3% | 8,739 | $494K |
| Grandview Asset Management LLC | 0.12% | Reduce -12.2% | 8,725 | $493K |
| Endowment Wealth Management, Inc. | 0.19% | Reduce -9.5% | 8,715 | $492K |
| Bull Harbor Capital LLC | 0.10% | Add +38.8% | 8,713 | $492K |
| Fiduciary Alliance LLC | 0.03% | Reduce -10.1% | 8,711 | $492K |
| Ethos Financial Group, LLC | 0.03% | New | 8,637 | $492K |
| Fidelis Capital Partners, LLC | 0.03% | Add +3.1% | 8,657 | $489K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 8,617 | $487K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +61.7% | 8,569 | $484K |
| Nvwm, LLC | 0.10% | Reduce -51.3% | 8,528 | $482K |
| Midwest Financial Group LLC | 0.17% | Add +45.4% | 8,473 | $479K |
| QP Wealth Management, LLC | 0.68% | Reduce -19.1% | 8,459 | $478K |
| Harvest Investment Services, LLC | 0.07% | Reduce -7.3% | 8,415 | $475K |
| Odyssey Capital Advisors, Inc. | 0.34% | Reduce -3.6% | 8,374 | $473K |
| Castle Rock Wealth Management, LLC | 0.09% | Reduce -17.5% | 8,392 | $471K |
| Cherry Creek Investment Advisors, Inc. | 0.18% | Add +2.2% | 8,310 | $469K |
| 49 Wealth Management, LLC | 0.09% | Add +44.4% | 8,276 | $467K |
| Alongside, LLC | 0.09% | — | 8,276 | $467K |
| Brighton Jones LLC | 0.01% | Reduce -35.7% | 8,271 | $467K |
| Comprehensive Financial Planning, Inc. | 0.25% | Reduce -9.3% | 8,226 | $465K |
| Nwam LLC | 0.02% | Add +104.3% | 8,168 | $461K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -31.0% | 8,159 | $461K |
| Stablepoint Partners, LLC | 0.06% | Reduce -3.4% | 8,092 | $457K |
| Detalus Advisors, LLC | 0.09% | Reduce -17.4% | 8,091 | $457K |
| Dover Advisors, LLC | 0.19% | Add +1.7% | 7,918 | $457K |
| Private Wealth Asset Management, LLC | 0.04% | Reduce -41.3% | 8,075 | $456K |
| Stegent Equity Advisors, Inc. | 0.33% | No change | 8,073 | $456K |
| Hurley Capital, LLC | 0.24% | Add +1.8% | 8,064 | $455K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -87.8% | 8,043 | $454K |
| Aurdan Capital Management, LLC | 0.11% | Reduce -26.9% | 8,008 | $452K |
| Carson Advisory Inc. | 0.21% | New | 7,992 | $451K |
| Realta Investment Advisors | 0.14% | Reduce -2.4% | 7,966 | $450K |
| SimpliFi, Inc. | 0.18% | Add +2.3% | 7,959 | $450K |
| American Financial Advisors, LLC | 0.05% | Reduce -12.7% | 7,954 | $449K |
| Oak Barrel Wealth Advisory LLC | 0.20% | — | 7,929 | $448K |
| Consilium Wealth Advisory, LLC | 0.13% | No change | 7,911 | $447K |
| Sincerus Advisory, LLC | 0.30% | Add +0.4% | 7,875 | $445K |
| Essential Investment Partners LLC | 0.36% | No change | 7,853 | $444K |
| Innovative Advisory Group, LLC | 0.34% | Reduce -15.5% | 7,813 | $441K |
| Archford Capital Strategies, LLC | 0.04% | Add +8.4% | 7,766 | $439K |
| Winch Advisory Services, LLC | 0.09% | Reduce -3.1% | 7,761 | $438K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +32.3% | 7,739 | $437K |
| Peoples Bank | 0.22% | No change | 7,730 | $437K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -8.2% | 7,721 | $436K |
| Corps Capital Advisors, LLC | 0.35% | Reduce -10.8% | 7,719 | $436K |
| Fearless Solutions, LLC dba Best Invest | 0.23% | Reduce -1.6% | 7,695 | $435K |
| Laurel Oak Wealth Management, LLC | 0.06% | Add +26.8% | 7,681 | $434K |
| WealthSpring Partners, LLC | 0.37% | Reduce -5.5% | 7,676 | $434K |
| Bridgewealth Advisory Group, LLC | 0.08% | Reduce -23.8% | 7,672 | $433K |
| TAGStone Capital, Inc. | 0.14% | Add +2.2% | 7,657 | $432K |
| Sonoma Allocations LLC | 0.13% | New | 7,253 | $432K |
| Selby Wealth Management, LLC | 0.15% | Add +0.8% | 7,573 | $428K |
| Wealth Advisory Solutions, LLC | 0.09% | Add +33.6% | 7,548 | $426K |
| Rolek Wealth Management LLC | 0.24% | No change | 7,542 | $426K |
| Advisor Resource Council | 0.14% | Add +71.8% | 7,503 | $426K |
| BTG Pactual Asset Management US LLC | 0.03% | No change | 7,529 | $425K |
| Oarsman Capital, Inc. | 0.04% | Add +30.5% | 7,504 | $424K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -31.5% | 7,459 | $421K |
| Choate Investment Advisors | 0.01% | No change | 7,435 | $420K |
| Reicon Wealth Advisors, LLC | 0.26% | Reduce -0.2% | 7,369 | $416K |
| Integrity Advisory Solutions, LLC | 0.04% | Add +0.4% | 7,366 | $416K |
| Johnson Financial Group, LLC | 0.02% | New | 7,357 | $416K |
| Jefferies Financial Group Inc. | 0.00% | Add +7.0% | 7,334 | $414K |
| Pinion Investment Advisors, LLC | 0.08% | Add +4.9% | 7,330 | $414K |
| Venturi Wealth Management, LLC | 0.02% | Add +6.6% | 7,310 | $413K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -78.5% | 7,307 | $413K |
| JM2 Capital Inc. | 0.28% | Reduce -5.7% | 7,304 | $413K |
| Wetzel Investment Advisors, Inc. | 0.14% | Reduce -3.2% | 7,275 | $411K |
| Qube Research & Technologies Ltd | 0.00% | Add +105.7% | 7,266 | $410K |
| Ashton Thomas Securities, LLC | 0.06% | Reduce -4.9% | 7,265 | $410K |
| Lionsbridge Wealth Management LLC | 0.40% | Reduce -45.6% | 7,258 | $410K |
| Edgestream Partners, L.P. | 0.01% | Add +96.9% | 7,257 | $410K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.13% | Reduce -0.3% | 7,203 | $408K |
| Activest Wealth Management | 0.08% | Reduce -47.5% | 7,219 | $408K |
| Vigil Wealth Management, LLC | 0.29% | Add +6.7% | 7,199 | $407K |
| Ewa, LLC | 0.07% | New | 7,199 | $407K |
| Quadcap Wealth Management, LLC | 0.04% | Add +6.4% | 7,180 | $406K |
| Bison Wealth, LLC | 0.04% | Reduce -21.6% | 7,141 | $405K |
| HighPoint Advisor Group LLC | 0.01% | New | 7,109 | $402K |
| Sepio Capital, LP | 0.02% | Add +1.6% | 7,109 | $402K |
| Capital City Trust Co. | 0.08% | No change | 7,104 | $401K |
| Leigh Baldwin & Co., LLC | 0.22% | Reduce -0.3% | 7,099 | $401K |
| Z3 Capital Partners, LLC | 0.08% | No change | 7,075 | $400K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -2.2% | 7,069 | $399K |
| Hixon Zuercher, LLC | 0.12% | Reduce -37.5% | 7,052 | $398K |
| Abel Hall, LLC | 0.07% | No change | 7,000 | $395K |
| Mattern Wealth Management LLC | 0.06% | Reduce -29.7% | 7,000 | $395K |
| Optivise Advisory Services LLC | 0.20% | Add +72.3% | 6,948 | $392K |
| Columbia Asset Management | 0.07% | No change | 6,894 | $389K |
| Summit Wealth & Retirement Planning, Inc. | 0.08% | Add +42.0% | 6,887 | $389K |
| Beacon Financial Planning, Inc. | 0.13% | Reduce -7.4% | 6,861 | $388K |
| EPG Wealth Management LLC | 0.09% | Add +8.6% | 6,825 | $385K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 6,791 | $384K |
| Comprehensive Money Management Services LLC | 0.24% | Reduce -10.1% | 6,788 | $383K |
| McAdam, LLC | 0.01% | Reduce -5.0% | 6,786 | $383K |
| Alteri Wealth LLC | 0.11% | Add +1.6% | 6,771 | $382K |
| Tepp RIA, LLC | 0.26% | Reduce -9.5% | 6,680 | $377K |
| Signaturefd, LLC | 0.01% | Add +0.3% | 6,655 | $376K |
| Walled Lake Planning & Wealth Management, LLC | 0.09% | Add +1.6% | 6,639 | $375K |
| Sentinel Pension Advisors, LLC | 0.05% | Add +21.8% | 6,619 | $374K |
| Delta Investment Management, LLC | 0.06% | Reduce -51.0% | 6,620 | $374K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -90.9% | 6,584 | $372K |
| Wealth Management Partners, LLC | 0.09% | Reduce -10.0% | 6,567 | $371K |
| Hubbell Strickland Wealth Management, LLC | 0.13% | Add +0.9% | 6,565 | $371K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 6,555 | $370K |
| Liberty Wealth Management LLC | 0.05% | No change | 6,530 | $370K |
| Auour Investments LLC | 0.11% | Add +2.5% | 6,521 | $368K |
| Convergence Financial, LLC | 0.03% | Add +72.2% | 6,498 | $367K |
| Xcelsior Advisor Partners LLC | 0.05% | New | 6,488 | $366K |
| NavPoint Financial, Inc. | 0.13% | Add +1.6% | 6,431 | $363K |
| Johnson & White Wealth Management, LLC | 0.14% | Add +1.1% | 6,422 | $363K |
| Wills Financial Group LLC | 0.13% | Add +10.9% | 6,415 | $362K |
| Alexander Labrunerie & Co., Inc. | 0.13% | Add +1.4% | 6,410 | $362K |
| Nuveen, LLC | 0.00% | New | 6,399 | $361K |
| Global Financial Private Client, LLC | 0.10% | Add +6.7% | 6,371 | $360K |
| Balefire, LLC | 0.06% | Add +0.1% | 6,358 | $359K |
| JFS Wealth Advisors, LLC | 0.02% | Add +151.1% | 6,335 | $358K |
| Synergy Financial Group, LTD | 0.26% | No change | 6,315 | $357K |
| Solidarity Wealth, LLC | 0.06% | Add +25.2% | 6,309 | $356K |
| Cobblestone Asset Management LLC | 0.15% | New | 6,306 | $356K |
| Garrison Bradford & Associates Inc. | 0.39% | Reduce -12.3% | 6,186 | $356K |
| Patrick M Sweeney & Associates, Inc. | 0.20% | Add +3.0% | 6,277 | $354K |
| Legacy Wealth Management, LLC / MS | 0.09% | No change | 6,267 | $354K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -77.0% | 6,244 | $353K |
| Capital Asset Advisory Services LLC | 0.01% | New | 6,202 | $350K |
| Bogart Wealth, LLC | 0.01% | Add +200.7% | 6,046 | $341K |
| Capital Planning LLC | 0.10% | No change | 6,040 | $341K |
| Bailard, Inc. | 0.01% | Reduce -9.4% | 6,036 | $341K |
| Gaddis Premier Wealth Advisors LLC | 0.21% | Reduce -12.2% | 6,011 | $340K |
| 1900 Wealth Management LLC | 0.02% | No change | 6,006 | $339K |
| Level Wealth Management LLC | 0.14% | No change | 6,005 | $339K |
| Crux Wealth Advisors | 0.12% | Add +2.3% | 6,005 | $339K |
| Welch Financial Planning, LLC | 0.20% | No change | 5,985 | $338K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Reduce -25.3% | 5,957 | $336K |
| WESPAC Advisors SoCal, LLC | 0.06% | Add +4.5% | 5,952 | $336K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Add +11.9% | 5,907 | $334K |
| WFA of San Diego, LLC | 0.27% | Reduce -15.1% | 5,723 | $331K |
| Bank of New Hampshire | 0.07% | Reduce -10.6% | 5,860 | $331K |
| LifeGoal Investments, LLC | 0.15% | New | 5,860 | $331K |
| Hilton Head Capital Partners, LLC | 0.17% | Reduce -20.5% | 5,844 | $330K |
| Northeast Planning Associates, Inc. / NH / | 0.25% | New | 6,325 | $329K |
| Montz Harcus Wealth Management LLC | 0.12% | Add +2.3% | 5,769 | $326K |
| Royal Fund Management, LLC | 0.03% | Reduce -4.7% | 5,762 | $325K |
| South Shore Capital Advisors | 0.22% | Add +10.6% | 5,716 | $323K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | No change | 5,700 | $322K |
| TFB Advisors LLC | 0.14% | New | 5,695 | $322K |
| Patron Partners, LLC | 0.12% | Add +8.6% | 5,645 | $319K |
| 17 Capital Partners, LLC | 0.14% | Add +14.0% | 5,627 | $318K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -11.0% | 5,618 | $317K |
| Maridea Wealth Management LLC | 0.03% | Reduce -50.3% | 5,609 | $317K |
| Clear Point Advisors Inc. | 0.28% | New | 5,579 | $315K |
| Northbridge Financial Group, LLC | 0.12% | New | 5,565 | $314K |
| Wealthedge Investment Advisors, LLC | 0.11% | New | 5,550 | $313K |
| 1620 Investment Advisors, Inc. | 0.19% | No change | 5,519 | $312K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Reduce -94.4% | 5,517 | $312K |
| LWM Advisory Services, LLC | 0.56% | No change | 5,515 | $311K |
| Southland Equity Partners LLC | 0.05% | Reduce -4.7% | 5,484 | $310K |
| Kelly Financial Group LLC | 0.07% | Add +18.5% | 5,453 | $308K |
| First National Trust Co | 0.01% | New | 5,436 | $307K |
| BOS Asset Management, LLC | 0.07% | No change | 5,408 | $305K |
| Kuhn & Co Investment Counsel | 0.18% | No change | 5,400 | $305K |
| Cypress Capital Group | 0.03% | No change | 5,400 | $305K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 5,394 | $305K |
| Hutchens & Kramer Investment Management Group, LLC | 0.08% | Add +0.5% | 5,354 | $302K |
| Sonata Capital Group Inc. | 0.10% | Add +19.1% | 5,339 | $302K |
| Equity Wealth Partners, LLC | 0.11% | Add +7.3% | 5,330 | $301K |
| Chris Bulman Inc | 0.11% | Reduce -29.8% | 5,329 | $301K |
| Stone House Investment Management, LLC | 0.04% | Add +109.9% | 5,315 | $300K |
| KWB Wealth | 0.03% | New | 5,313 | $300K |
| Viewpoint Investment Partners Corp. | 0.10% | New | 5,305 | $300K |
| Nautilus Advisors LLC | 0.18% | Reduce -1.9% | 5,232 | $297K |
| Forum Financial Management, LP | 0.00% | Reduce -2.1% | 5,248 | $296K |
| Entelevest, LLC | 0.26% | Reduce -5.8% | 5,236 | $296K |
| Premier Private Wealth Management LLC | 0.26% | New | 5,220 | $295K |
| SageView Advisory Group, LLC | 0.01% | Reduce -2.3% | 5,218 | $295K |
| Newman Dignan & Sheerar, Inc. | 0.06% | Add +1.5% | 5,213 | $294K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -0.5% | 5,206 | $294K |
| KLCM Advisors, Inc. | 0.02% | Add +1.6% | 5,191 | $293K |
| Connecticut Wealth Management, LLC | 0.01% | Add +0.1% | 5,169 | $292K |
| BCS Wealth Management | 0.05% | Reduce -8.1% | 5,162 | $292K |
| Tortoise Investment Management, LLC | 0.02% | Reduce -32.1% | 5,141 | $290K |
| National Bank of Canada | 0.00% | Add +5.5% | 5,137 | $290K |
| Waller Financial Planning Group, Inc. | 0.06% | Reduce -59.1% | 5,135 | $290K |
| Gateway Investment Advisers LLC | 0.00% | New | 5,126 | $290K |
| Johnson Investment Counsel Inc. | 0.00% | Add +24.4% | 5,114 | $289K |
| AlTi Global, Inc. | 0.01% | Add +7.1% | 5,084 | $287K |
| Fortem Financial Group, LLC | 0.06% | No change | 5,082 | $287K |
| GDS Wealth Management | 0.01% | New | 5,069 | $286K |
| Capital Advantage, Inc. | 0.03% | New | 5,054 | $285K |
| Brookwood Investment Group LLC | 0.03% | Reduce -16.6% | 5,027 | $284K |
| Impact Partnership Wealth, LLC | 0.03% | New | 5,017 | $283K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 5,000 | $282K |
| Beck Bode, LLC | 0.04% | Add +15.7% | 4,996 | $282K |
| Transce3nd, LLC | 2.48% | Reduce -0.1% | 4,947 | $281K |
| Prota Financial, LLC | 0.18% | Reduce -40.5% | 4,989 | $280K |
| Rehmann Capital Advisory Group | 0.01% | Add +0.0% | 4,955 | $280K |
| Seelaus Asset Management LLC | 0.20% | Reduce -10.2% | 4,938 | $279K |
| Pinnacle Family Advisors, LLC | 0.12% | Reduce -5.5% | 4,919 | $278K |
| Key Client Fiduciary Advisors, LLC | 0.08% | Reduce -11.9% | 4,915 | $278K |
| Dudley Capital Management, LLC | 0.11% | Add +0.6% | 4,900 | $277K |
| Curi Capital, LLC | 0.00% | Reduce -8.8% | 4,887 | $276K |
| Roman Butler Fullerton & Co. | 0.07% | Add +3.3% | 4,849 | $275K |
| Evercore Wealth Management, LLC | 0.00% | Reduce -38.3% | 4,834 | $273K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -10.8% | 4,803 | $271K |
| Hudock, Inc. | 0.03% | Reduce -3.7% | 4,742 | $268K |
| HRC Wealth Management, LLC | 0.11% | Add +1.9% | 4,720 | $267K |
| Riverchase Wealth Management, LLC | 0.12% | Reduce -44.8% | 4,702 | $266K |
| Virtue Capital Management, LLC | 0.04% | Add +13.0% | 4,655 | $263K |
| Reliant Wealth Planning | 0.07% | No change | 4,633 | $262K |
| Quad-Cities Investment Group, LLC | 0.09% | Add +1.7% | 4,631 | $262K |
| Everstar Asset Management, LLC | 0.13% | Reduce -31.8% | 4,626 | $261K |
| Redwood Family Wealth LLC | 0.23% | Add +1.1% | 4,620 | $261K |
| Composition Wealth, LLC | 0.00% | New | 4,619 | $261K |
| WESPAC Advisors, LLC | 0.13% | Reduce -5.9% | 4,618 | $261K |
| Welch Group, LLC | 0.01% | Add +3.4% | 4,615 | $261K |
| Fisher Asset Management | 0.00% | Reduce -56.1% | 4,562 | $258K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 4,558 | $257K |
| Northland Securities, Inc. | 0.15% | Reduce -5.7% | 4,521 | $255K |
| Clearwave Capital, LLC | 0.14% | Reduce -54.0% | 4,507 | $255K |
| QTR Family Wealth, LLC | 0.09% | No change | 4,500 | $254K |
| Cladis Investment Advisory, LLC | 0.12% | New | 4,495 | $254K |
| Angeles Wealth Management, LLC | 0.01% | Add +1018.8% | 4,475 | $253K |
| Legacy Financial Strategies, LLC | 0.04% | Reduce -56.6% | 4,470 | $252K |
| Jacobi Capital Management LLC | 0.01% | New | 4,461 | $252K |
| Seascape Capital Management | 0.06% | New | 4,450 | $251K |
| Kaizen Financial Strategies | 0.10% | Reduce -5.3% | 4,471 | $251K |
| Naples Global Advisors, LLC | 0.02% | New | 4,425 | $250K |
| Meriwether Wealth & Planning, LLC | 0.12% | Add +2.1% | 4,417 | $249K |
| Rossby Financial, LCC | 0.05% | Add +660.1% | 4,416 | $249K |
| Atlatl Advisers LLC | 0.06% | Add +4.9% | 4,411 | $249K |
| Seeds Investor LLC | 0.03% | Add +0.5% | 4,411 | $249K |
| Ritholtz Wealth Management | 0.00% | Reduce -41.7% | 4,405 | $249K |
| Hengehold Capital Management LLC | 0.02% | Add +2.7% | 4,402 | $249K |
| Keystone Financial Group | 0.01% | New | 4,391 | $248K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,380 | $247K |
| Secure Asset Management, LLC | 0.03% | Add +0.3% | 4,319 | $244K |
| Pinnacle Wealth Management, LLC | 0.15% | Reduce -71.5% | 4,314 | $244K |
| Chatterton & Associates Inc. | 0.14% | No change | 4,299 | $243K |
| Salem Investment Counselors Inc. | 0.01% | Add +206.8% | 4,302 | $243K |
| Burnham & Co LLC | 0.20% | — | 4,300 | $243K |
| Innovative Asset Advisors Group, LLC | 0.11% | Reduce -12.2% | 4,300 | $243K |
| Caitlin John, LLC | 0.13% | Add +6.1% | 4,290 | $242K |
| Penbrook Management LLC | 0.15% | No change | 4,225 | $239K |
| Atlas Brown,Inc. | 0.06% | Reduce -1.3% | 4,215 | $238K |
| Smith Thornton Advisors LLC | 0.10% | Reduce -12.9% | 4,174 | $237K |
| WealthTrust Axiom LLC | 0.05% | No change | 4,194 | $237K |
| Griffin Asset Management, Inc. | 0.02% | New | 4,180 | $236K |
| Capital Wealth Alliance, LLC | 0.11% | New | 4,180 | $236K |
| Morey & Quinn Wealth Partners, LLC | 0.15% | Add +11.6% | 4,154 | $235K |
| Family Investment Center, Inc. | 0.04% | New | 4,151 | $234K |
| West Bancorporation Inc. | 0.10% | Reduce -65.3% | 4,150 | $234K |
| Cadent Capital Advisors, LLC | 0.05% | New | 4,143 | $234K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -2.8% | 4,134 | $233K |
| Zullo Investment Group, Inc. | 0.08% | New | 4,113 | $232K |
| MPWM Advisory Solutions, LLC | 0.11% | Add +5018.8% | 4,095 | $231K |
| J. Safra Sarasin Holding AG | 0.00% | New | 4,078 | $230K |
| Optima Capital LLC | 0.09% | Add +0.7% | 4,055 | $229K |
| Tableaux LLC | 0.10% | Reduce -8.3% | 4,024 | $227K |
| SJS Investment Consulting Inc. | 0.02% | New | 4,013 | $227K |
| Manchester Capital Management LLC | 0.03% | Add +100.0% | 4,000 | $226K |
| Donaldson Capital Management, LLC | 0.01% | New | 3,984 | $225K |
| Element Wealth, LLC | 0.08% | Reduce -2.5% | 3,983 | $225K |
| Great Lakes Retirement, Inc. | 0.02% | Reduce -10.1% | 3,961 | $224K |
| MBL Wealth, LLC | 0.02% | No change | 3,954 | $223K |
| Bridgewater Advisors Inc. | 0.01% | No change | 3,888 | $223K |
| Obsidian Cio, LLC | 0.17% | Add +6.8% | 3,938 | $222K |
| Finivi Inc. | 0.11% | Reduce -18.8% | 3,930 | $222K |
| Wealth Enhancement Trust Services, Inc. | 0.02% | New | 3,918 | $221K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 3,900 | $220K |
| Arwa LLC | 0.09% | New | 3,866 | $220K |
| Boyer Financial Services, Inc. | 0.19% | New | 3,883 | $220K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.08% | Add +0.1% | 3,891 | $220K |
| Nilsine Partners, LLC | 0.02% | No change | 3,870 | $219K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +58.9% | 3,868 | $218K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.0% | 3,849 | $217K |
| Hiley Hunt Wealth Management | 0.09% | Add +1.8% | 3,840 | $217K |
| Burns J W & Co. Inc. | 0.02% | New | 3,840 | $217K |
| SP Asset Management LLC | 0.02% | New | 3,807 | $215K |
| Sherry Group, Inc. | 0.21% | New | 3,800 | $214K |
| Arbor Investment Advisors, LLC | 0.02% | New | 3,797 | $214K |
| Kavar Capital Partners Group, LLC | 0.03% | Add +4.4% | 3,793 | $214K |
| Aspen Wealth Strategies, LLC | 0.10% | Reduce -3.7% | 3,789 | $214K |
| BNB Wealth Management, LLC | 0.12% | No change | 3,780 | $213K |
| Financial Perspectives, Inc | 0.05% | Add +0.3% | 3,777 | $213K |
| Core Wealth Partners LLC | 0.09% | Reduce -42.7% | 3,758 | $212K |
| Natural Investments, LLC | 0.05% | Add +3.8% | 3,766 | $212K |
| Eclectic Associates Inc. | 0.02% | No change | 3,736 | $211K |
| Roble, Belko & Company, Inc | 0.02% | Add +1.8% | 3,721 | $210K |
| Retirement Income Solutions, Inc. | 0.04% | No change | 3,705 | $210K |
| SLT Holdings LLC | 0.13% | No change | 3,706 | $209K |
| Bfsg, LLC | 0.02% | Add +13.2% | 3,657 | $207K |
| RPS Advisory Solutions LLC | 0.14% | Reduce -11.5% | 3,655 | $206K |
| Retirement Financial Solutions, LLC | 0.05% | Reduce -3.7% | 3,638 | $205K |
| PGIM Custom Harvest LLC | 0.00% | New | 3,621 | $205K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,620 | $204K |
| Langley Wealth Management, LLC | 0.20% | — | 3,612 | $204K |
| Norris Financial Group, LLC | 0.08% | Reduce -4.7% | 3,600 | $203K |
| Westside Investment Management, Inc. | 0.03% | Reduce -49.8% | 3,600 | $203K |
| Strive Financial Group ,LLC | 0.09% | Add +60.7% | 3,597 | $203K |
| Atlas Wealth Partners, LLC | 0.22% | No change | 3,585 | $202K |
| Leavell Investment Management, Inc. | 0.01% | New | 3,549 | $200K |
| Fortress Private Ledger, LLC | 0.05% | New | 3,543 | $200K |
| Advocate Investing Services LLC | 0.15% | Add +602.0% | 3,510 | $198K |
| Asset Dedication, LLC | 0.01% | New | 3,481 | $197K |
| Providence Capital Advisors, LLC | 0.03% | New | 3,422 | $193K |
| Luminist Capital LLC | 0.21% | Add +91.3% | 3,303 | $187K |
| North Star Investment Management Corp. | 0.01% | Add +333.3% | 3,250 | $184K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 3,000 | $169K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.8% | 2,963 | $167K |
| Elevation Wealth Partners, LLC | 0.05% | Add +2.3% | 2,836 | $160K |
| Smithfield Trust Co | 0.01% | No change | 2,822 | $159K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +64.9% | 2,810 | $159K |
| Capital Advisor Network LLC | 0.20% | Reduce -56.1% | 2,786 | $157K |
| Ssa Swiss Advisors AG | 0.06% | No change | 2,659 | $150K |
| Canton Hathaway, LLC | 0.03% | No change | 2,600 | $147K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,594 | $147K |
| Wellington Shields & Co., LLC | 0.03% | No change | 2,500 | $141K |
| Corsicana & Co. | 0.07% | New | 2,470 | $140K |
| Alpine Bank Wealth Management | 0.02% | New | 2,422 | $137K |
| Ascentis Independent Advisors | 0.37% | Reduce -94.8% | 2,407 | $136K |
| Founders Financial Alliance, LLC | 0.02% | Add +123.7% | 2,313 | $131K |
| Richards, Merrill & Peterson, Inc. | 0.04% | No change | 2,257 | $127K |
| Buck Wealth Strategies, LLC | 0.01% | New | 2,255 | $127K |
| Reyes Financial Architecture, Inc. | 0.07% | Reduce -91.9% | 2,222 | $125K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Reduce -24.5% | 2,158 | $122K |
| Independence Bank of Kentucky | 0.01% | No change | 2,157 | $122K |
| RMG Wealth Management LLC | 0.01% | New | 2,026 | $117K |
| Hollencrest Capital Management | 0.01% | No change | 2,060 | $116K |
| Mather Group, Llc. | 0.00% | Reduce -7.1% | 1,902 | $107K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 1,900 | $107K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,856 | $105K |
| Chung Wu Investment Group, LLC | 0.07% | Reduce -44.8% | 1,850 | $104K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,700 | $96K |
| Bayban | 0.07% | No change | 1,640 | $93K |
| Colonial Trust Advisors | 0.01% | Add +1.6% | 1,618 | $91K |
| Peck Wealth Management, LLC | 0.08% | Add +7.0% | 1,612 | $91K |
| 3Chopt Investment Partners, LLC | 0.02% | Reduce -26.1% | 1,584 | $89K |
| Centerpoint Advisors, LLC | 0.02% | Add +1.8% | 1,505 | $85K |
| Financial Consulate, Inc. | 0.01% | Add +36.2% | 1,385 | $78K |
| Salomon & Ludwin, LLC | 0.01% | Add +242.0% | 1,368 | $77K |
| Valley National Advisers Inc. | 0.01% | No change | 1,319 | $74K |
| Dunhill Financial, LLC | 0.01% | Reduce -14.9% | 1,274 | $72K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +20316.7% | 1,225 | $69K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Add +50.6% | 1,184 | $67K |
| Westfuller Advisors, LLC | 0.02% | Add +2.3% | 1,176 | $66K |
| Coastline Trust Co | 0.01% | No change | 1,151 | $65K |
| Godfrey Financial Associates, Inc. | 0.05% | Add +27.6% | 1,120 | $63K |
| Montag A & Associates Inc. | 0.00% | Add +2.1% | 1,108 | $63K |
| Wolff Wiese Magana LLC | 0.03% | Add +129.7% | 1,100 | $62K |
| Rialto Wealth Management, LLC | 0.01% | No change | 1,082 | $61K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.1% | 1,069 | $60K |
| VSM Wealth Advisory, LLC | 0.02% | No change | 1,035 | $58K |
| Pacifica Partners Inc. | 0.02% | No change | 1,000 | $57K |
| Cetera Trust Company, N.A | 0.03% | No change | 1,000 | $56K |
| American National Bank & Trust | 0.00% | No change | 1,000 | $56K |
| Truvestments Capital LLC | 0.01% | No change | 996 | $56K |
| MeadowBrook Investment Advisors LLC | 0.05% | New | 990 | $56K |
| Piscataqua Savings Bank | 0.04% | No change | 975 | $55K |
| Arlington Trust Co LLC | 0.00% | New | 946 | $53K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 943 | $53K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 898 | $51K |
| YANKCOM Partnership | 0.02% | New | 891 | $50K |
| HHM Wealth Advisors, LLC | 0.01% | New | 877 | $50K |
| High Point Wealth Management, LLC | 0.04% | New | 850 | $48K |
| Millstone Evans Group, LLC | 0.03% | Reduce -67.0% | 841 | $48K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 750 | $42K |
| Holos Integrated Wealth LLC | 0.02% | Add +1697.4% | 701 | $40K |
| Sunrise Financial Services, LLC | 0.02% | No change | 700 | $40K |
| Glassman Wealth Services | 0.00% | New | 650 | $37K |
| Cordgrass Capital Advisors, LLC | 0.01% | Reduce -98.8% | 623 | $35K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 615 | $35K |
| Front Row Advisors LLC | 0.01% | Reduce -21.3% | 555 | $32K |
| Raffa Wealth Management, LLC | 0.00% | Reduce -2.4% | 538 | $30K |
| Monetary Solutions, Ltd | 0.03% | No change | 529 | $30K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.3% | 525 | $30K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -1.1% | 514 | $29K |
| WPG Advisers, LLC | 0.02% | New | 500 | $28K |
| EFG International AG | 0.00% | Add +33.3% | 500 | $28K |
| NBH Bank | 0.01% | — | 483 | $27K |
| GGM Financial LLC | 0.01% | Add +2.3% | 483 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.1% | 481 | $27K |
| Avion Wealth | 0.01% | No change | 490 | $27K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +50.0% | 450 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -87.3% | 439 | $25K |
| Investors Portfolio Services LLC | 0.02% | Add +0.2% | 438 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | Add +11.4% | 421 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 415 | $23K |
| Abound Wealth Management | 0.00% | Reduce -6.2% | 409 | $23K |
| 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% | No change | 400 | $23K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 382 | $22K |
| Global Trust Asset Management, LLC | 0.01% | No change | 375 | $21K |
| Capital Investment Counsel, Inc | 0.00% | No change | 350 | $20K |
| Highland Investment Advisors LLC | 0.01% | — | 340 | $19K |
| Dogwood Wealth Management LLC | 0.01% | Add +2.1% | 338 | $19K |
| Lodestone Wealth Management LLC | 0.01% | No change | 329 | $19K |
| Whittier Trust Co. | 0.00% | Add +552.0% | 326 | $19K |
| Noble Wealth Management PBC | 0.01% | Reduce -8.7% | 315 | $18K |
| Evolution Wealth Management Inc. | 0.01% | No change | 285 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 280 | $16K |
| SRH Advisors, LLC | 0.00% | No change | 280 | $16K |
| Synergy Investment Management, LLC | 0.00% | Add +0.7% | 279 | $16K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 266 | $15K |
| Crews Bank & Trust | 0.00% | Add +416.7% | 248 | $14K |
| Miller Global Investments, LLC | 0.01% | No change | 245 | $14K |
| Miller Wealth Advisors, LLC | 0.01% | Reduce -28.8% | 235 | $13K |
| Napier Financial, LLC | 0.00% | New | 228 | $13K |
| Entrust Financial LLC | 0.01% | New | 225 | $13K |
| Chesapeake Asset Management LLC | 0.01% | Add +2.5% | 205 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -32.7% | 204 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 200 | $11K |
| Rice Partnership, LLC | 0.00% | No change | 200 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 200 | $11K |
| SYM FINANCIAL Corp | 0.00% | No change | 200 | $11K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | Add +2.6% | 196 | $11K |
| Bessemer Group Inc. | 0.00% | Add +37.9% | 200 | $11K |
| Principia Wealth Advisory, LLC | 0.01% | No change | 181 | $10K |
| Investment Counsel Co. of Nevada | 0.02% | New | 172 | $10K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -38.0% | 155 | $9K |
| Chelsea Counsel Co. | 0.00% | Reduce -81.3% | 151 | $9K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 150 | $8K |
| Imprint Wealth LLC | 0.03% | No change | 139 | $8K |
| Investors Research Corp | 0.00% | No change | 134 | $8K |
| Strengthening Families & Communities, LLC | 0.00% | New | 117 | $7K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 114 | $6K |
| Fiduciary Advisors, Inc. | 0.00% | New | 112 | $6K |
| Cornerstone Planning Group LLC | 0.00% | No change | 101 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.4% | 73 | $5K |
| Virtus Advisers, LLC | 0.00% | Add +3.4% | 92 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -98.8% | 90 | $5K |
| Coston, McIsaac & Partners | 0.00% | New | 101 | $5K |
| Anchor Bay Capital, Inc. | 0.00% | — | 80 | $5K |
| Horizon Financial Services, LLC | 0.00% | New | 75 | $4K |
| City State Bank | 0.00% | No change | 75 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 34,280 | $4K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 69 | $4K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +1.7% | 59 | $3K |
| Go Invest LLC | 0.00% | Add +12.0% | 56 | $3K |
| Quaker Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 46 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 40 | $2K |
| Guardian Partners Inc. | 0.00% | New | 35 | $2K |
| IAG Wealth Partners, LLC | 0.00% | No change | 32 | $2K |
| Birchbrook, Inc. | 0.00% | Add +3.6% | 29 | $2K |
| Cypress Capital Management LLC (WY) | 0.00% | Reduce -99.8% | 25 | $1K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +5.6% | 19 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 17 | $961 |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -99.0% | 14 | $791 |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 11 | $622 |
| Park Square Financial Group, LLC | 0.01% | Reduce -73.8% | 11 | $621 |
| Birchwood Financial Partners, Inc. | 0.00% | No change | 7 | $407 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 2 | $62 |
| Beacon Capital Management, Inc. | 0.00% | No change | 1 | $48 |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 1 | $30 |
| GW&K Investment Management, LLC | 0.00% | New | 3 | $0 |
"% of holder's portfolio" is JEPI's weight in each manager's 13F, not the share of JPMorgan Equity Premium Inco the manager owns.