JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q1 2025 (March 31)786holders +30
96new positions
58sold out
4famous investors
$51.78avg. 13F price*
At the end of Q1 2025, 786 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 30 from Q4 2024. 96 opened new positions and 58 sold out. The largest holders were JPMorgan Chase & Co. ($1.1B), Morgan Stanley ($1.0B) and LPL Financial LLC ($561.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $110.6M |
| Exits | 58 | $80.1M |
All 13F filers, Q4 2024 → Q1 2025: 25,012,223 shares bought and 6,314,093 shares sold, net +18,698,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 786 holders
| JPMorgan Chase & Co. | 0.09% | Add +9.3% | 22,135,873 | $1.1B |
| Morgan Stanley | 0.07% | Add +17.3% | 19,517,902 | $1.0B |
| LPL Financial LLC | 0.22% | Add +21.7% | 10,851,065 | $561.9M |
| Bank of America Corp. | 0.04% | Add +21.4% | 9,603,531 | $497.3M |
| Wells Fargo & Company | 0.09% | Add +19.4% | 6,798,780 | $352.0M |
| Raymond James Financial Inc. | 0.07% | Add +23.3% | 3,818,537 | $197.7M |
| UBS Group AG | 0.04% | Reduce -0.8% | 3,669,846 | $190.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +4.4% | 3,382,816 | $175.2M |
| Osaic Holdings, Inc. | 0.38% | Add +20.5% | 3,259,412 | $168.8M |
| Ameriprise Financial Inc. | 0.04% | Add +58.4% | 3,196,909 | $165.4M |
| Royal Bank of Canada | 0.04% | Add +2.2% | 3,080,536 | $159.5M |
| Commonwealth Equity Services, LLC | 0.20% | Add +32.2% | 2,743,400 | $142.1M |
| RiverFront Investment Group, LLC | 2.92% | Add +2.4% | 2,530,980 | $131.1M |
| Allworth Financial LP | 0.53% | Add +78192.0% | 1,851,606 | $93.7M |
| Cetera Investment Advisers | 0.16% | Add +5.4% | 1,586,218 | $82.1M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +14.2% | 1,209,337 | $62.6M |
| Requisite Capital Management, LLC | 13.54% | Add +7.1% | 1,158,366 | $60.0M |
| MML Investors Services, LLC | 0.19% | Add +9.7% | 1,119,113 | $57.9M |
| Janney Montgomery Scott LLC | 0.16% | Add +11.3% | 1,084,435 | $56.2M |
| Private Advisor Group, LLC | 0.33% | Reduce -44.3% | 1,045,756 | $54.1M |
| Apollon Wealth Management, LLC | 1.15% | Add +73.8% | 1,013,022 | $52.5M |
| Avantax Advisory Services, Inc. | 0.30% | Add +574.4% | 969,244 | $50.2M |
| Hilton Capital Management, LLC | 4.12% | Add +1.0% | 936,210 | $48.5M |
| Capital Advisors Inc. | 0.96% | Add +7.2% | 935,386 | $48.4M |
| Stifel Financial Corp. | 0.05% | Add +16.2% | 925,047 | $47.9M |
| Kestra Advisory Services, LLC | 0.21% | Add +8.8% | 843,690 | $43.7M |
| HighTower Advisors, LLC | 0.06% | Add +4.9% | 835,765 | $43.3M |
| Cwm, LLC | 0.15% | Add +4.8% | 722,269 | $37.4M |
| Lebenthal Global Advisors, LLC | 6.98% | Add +12.0% | 719,523 | $37.3M |
| Truist Financial Corp. | 0.06% | Add +31.1% | 675,473 | $35.0M |
| Atria Wealth Solutions, Inc. | 0.38% | Add +26.7% | 608,159 | $31.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -43.4% | 591,338 | $30.6M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +19.3% | 587,634 | $30.4M |
| Rockefeller Capital Management L.P. | 0.07% | Add +31.6% | 581,471 | $30.1M |
| Equitable Holdings, Inc. | 0.28% | Add +18.6% | 569,139 | $29.5M |
| Baird Financial Group, Inc. | 0.06% | Add +20.3% | 560,169 | $29.0M |
| Teamwork Financial Advisors, LLC | 3.98% | Add +660.4% | 558,428 | $28.9M |
| SBI Securities Co., Ltd. | 0.91% | Add +43.9% | 528,776 | $27.4M |
| Mariner, LLC | 0.05% | Add +30.3% | 528,572 | $27.4M |
| Cary Street Partners Financial LLC | 0.84% | Reduce -1.8% | 513,689 | $26.6M |
| Susquehanna International Group, LLP | 0.04% | Add +118.1% | 487,987 | $25.3M |
| Signature Estate & Investment Advisors LLC | 0.66% | Reduce -2.1% | 485,351 | $25.1M |
| Jones Financial Companies LLLP | 0.02% | New | 473,330 | $24.5M |
| Hilltop Wealth Advisors, LLC | 12.76% | Add +4.3% | 436,283 | $22.6M |
| Great Valley Advisor Group, Inc. | 0.47% | Add +15.7% | 424,148 | $22.0M |
| Franklin Resources Inc. | 0.01% | Add +2.4% | 423,236 | $21.9M |
| WNY Asset Management, LLC | 2.56% | Reduce -16.8% | 415,327 | $21.5M |
| James Reed Financial Services, Inc. | 22.77% | Reduce -0.4% | 394,492 | $20.4M |
| PSI Advisors, LLC | 6.57% | Add +15.6% | 390,008 | $20.2M |
| Howard Capital Management, LLC | 0.49% | Add +12.9% | 376,654 | $19.5M |
| MADDEN SECURITIES Corp | 7.50% | Add +12.8% | 373,089 | $19.3M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +3.6% | 367,326 | $19.0M |
| Cornerstone Advisory, LLC | 2.11% | Add +9.6% | 352,442 | $18.1M |
| Graypoint LLC | 0.98% | Add +2.9% | 304,267 | $15.8M |
| Focus Partners Wealth | 0.04% | Add +10.8% | 303,851 | $15.7M |
| Second Half Financial Partners, LLC | 7.78% | Reduce -10.7% | 302,891 | $15.7M |
| Marshall Financial Group, LLC | 3.38% | Add +0.7% | 299,242 | $15.5M |
| Westwood Holdings Group Inc. | 0.12% | Add +0.2% | 298,283 | $15.4M |
| Independent Financial Group, LLC | 0.53% | Reduce -11.2% | 296,908 | $15.4M |
| Lee Johnson Capital Management, LLC | 8.13% | Reduce -1.0% | 296,714 | $15.4M |
| NewEdge Advisors, LLC | 0.09% | Reduce -19.0% | 294,175 | $15.2M |
| B&D White Capital Company, LLC | 2.20% | New | 287,752 | $14.9M |
| B. Riley Wealth Advisors, Inc. | 0.43% | Add +49.8% | 272,486 | $14.1M |
| Ellis Investment Partners, LLC | 2.82% | Add +4.4% | 263,883 | $13.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +55.3% | 259,967 | $13.5M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +6.0% | 249,572 | $12.9M |
| Orion Portfolio Solutions, LLC | 0.13% | Add +6.0% | 249,572 | $12.9M |
| Eldridge Investment Advisors, Inc. | 2.92% | Reduce -2.0% | 245,111 | $12.7M |
| Aventura Private Wealth, LLC | 6.63% | Add +31.9% | 244,268 | $12.6M |
| Argent Trust Co | 0.51% | Add +1.5% | 237,712 | $12.3M |
| Waverly Advisors, LLC | 0.15% | Add +23.7% | 236,868 | $12.3M |
| Kintra Wealth, LLC | 7.87% | Reduce -10.2% | 225,427 | $11.7M |
| MBL Wealth, LLC | 1.18% | Add +1.9% | 225,089 | $11.7M |
| Financial Partners Group, Inc | 1.76% | Add +20.5% | 220,062 | $11.4M |
| Compass Financial Services Inc | 5.98% | Add +300.4% | 219,931 | $11.4M |
| HUB Investment Partners, LLC | 0.46% | Add +24.7% | 218,619 | $11.3M |
| GWN Securities Inc. | 0.64% | Add +1352.0% | 214,925 | $11.3M |
| Tradition Wealth Management, LLC | 0.99% | Add +9.1% | 216,570 | $11.2M |
| Wealthfront Advisers LLC | 0.03% | Add +39.7% | 214,689 | $11.1M |
| Centurion Wealth Management LLC | 3.40% | No change | 192,548 | $10.9M |
| Marquette Asset Management, LLC | 1.90% | Reduce -2.7% | 208,738 | $10.8M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +18.5% | 206,830 | $10.7M |
| Wick Capital Partners, LLC | 3.14% | Reduce -11.1% | 202,755 | $10.5M |
| Prospera Financial Services Inc | 0.22% | Add +9.7% | 188,861 | $9.8M |
| &partners | 0.10% | Add +0.8% | 188,759 | $9.8M |
| Cambridge Advisors Inc. | 2.09% | Add +3.7% | 184,019 | $9.5M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +59.5% | 183,948 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +19.3% | 179,938 | $9.3M |
| Childress Capital Advisors, LLC | 2.69% | Reduce -9.8% | 179,483 | $9.3M |
| Beacon Financial Advisory LLC | 2.79% | Add +2.9% | 177,959 | $9.2M |
| Mountain Capital Investment Advisors Inc. | 1.97% | Add +23.8% | 181,391 | $9.2M |
| Lighthouse Financial LLC | 7.68% | Add +4.5% | 171,776 | $8.9M |
| Vienna Asset Management LLC | 6.92% | Add +24.8% | 169,419 | $8.8M |
| Mgo One Seven LLC | 0.34% | Add +4.8% | 167,898 | $8.7M |
| Advisor Resource Council | 0.70% | New | 176,283 | $8.7M |
| Coastal Bridge Advisors, LLC | 1.18% | Add +0.2% | 159,935 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +90.6% | 156,795 | $8.1M |
| FWG Holdings, LLC | 3.96% | Add +0.4% | 156,729 | $8.0M |
| NFSG Corp | 1.93% | Add +50.1% | 153,794 | $8.0M |
| Stephens Inc. | 0.11% | Add +0.8% | 141,928 | $7.3M |
| West Michigan Advisors, LLC | 2.34% | Add +5.1% | 136,007 | $7.0M |
| Bernardo Wealth Planning LLC | 1.68% | Add +4.5% | 135,833 | $7.0M |
| ADG Wealth Management Group, LLC | 6.56% | Reduce -13.5% | 134,432 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.23% | Add +0.5% | 134,132 | $6.9M |
| Beck Capital Management, LLC | 2.03% | Add +16.9% | 133,541 | $6.9M |
| Kingsview Wealth Management, LLC | 0.13% | Add +28.2% | 133,093 | $6.9M |
| Sandbox Financial Partners, LLC | 2.42% | Add +7.4% | 132,409 | $6.9M |
| Armor Investment Advisors, LLC | 2.82% | Add +9.8% | 131,607 | $6.8M |
| Carr Financial Group Corp | 2.22% | Add +21.4% | 131,004 | $6.8M |
| Tiptree Advisors, LLC | 5.54% | Add +44.8% | 129,350 | $6.7M |
| Comerica Bank | 0.03% | Add +21.1% | 126,175 | $6.5M |
| New England Private Wealth Advisors LLC | 1.00% | Add +6.1% | 124,782 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +3.8% | 122,266 | $6.3M |
| Fagan Associates, Inc. | 1.05% | Add +5.9% | 121,940 | $6.3M |
| Principal Securities, Inc. | 0.14% | No change | 111,007 | $6.3M |
| Hennion & Walsh Asset Management, Inc. | 0.28% | Add +6.8% | 120,827 | $6.3M |
| Apexium Financial, LP | 0.37% | Add +111.6% | 119,466 | $6.2M |
| Members Advisory Group LLC | 2.55% | Add +1.9% | 117,935 | $6.1M |
| Principle Wealth Partners LLC | 0.44% | Add +37.5% | 117,543 | $6.1M |
| FRG Family Wealth Advisors LLC | 1.17% | Add +21.5% | 117,244 | $6.1M |
| Integrated Wealth Concepts LLC | 0.07% | Add +28.8% | 115,056 | $6.0M |
| Guided Capital Wealth Management, LLC | 4.93% | Add +8.4% | 113,934 | $5.9M |
| Three Magnolias Financial Advisors, LLC | 5.00% | New | 113,899 | $5.9M |
| Capital Analysts, LLC | 0.22% | Reduce -0.6% | 112,914 | $5.8M |
| Blair William & Co. | 0.02% | Add +37.5% | 110,985 | $5.7M |
| New Wave Wealth Advisors LLC | 2.50% | Add +52.3% | 107,905 | $5.6M |
| Delta Investment Management, LLC | 1.12% | Add +2.6% | 106,694 | $5.5M |
| Farther Finance Advisors, LLC | 0.14% | Add +855.1% | 106,154 | $5.5M |
| Krilogy Financial LLC | 0.35% | Add +1.4% | 104,541 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +17.6% | 104,301 | $5.4M |
| Eagle Bluffs Wealth Management LLC | 2.85% | Reduce -4.2% | 104,301 | $5.4M |
| Venture Visionary Partners LLC | 0.23% | Add +13.7% | 104,207 | $5.4M |
| Patriot Financial Group Insurance Agency, LLC | 0.72% | Add +8.6% | 103,964 | $5.4M |
| Creative Planning | 0.01% | Add +132.0% | 103,659 | $5.4M |
| Garden State Investment Advisory Services LLC | 1.71% | Add +19.2% | 103,081 | $5.3M |
| NWF Advisory Services Inc. | 0.75% | Add +37.8% | 102,986 | $5.3M |
| IVC Wealth Advisors LLC | 2.81% | Add +32.4% | 100,786 | $5.2M |
| Visionary Wealth Advisors | 0.31% | Add +44.5% | 100,229 | $5.2M |
| Morse Asset Management, Inc | 1.31% | Add +49.7% | 99,214 | $5.1M |
| Foresight Capital Management Advisors, Inc. | 3.15% | Add +12.1% | 97,623 | $5.1M |
| Kennedy Investment Group, Inc. | 2.33% | Add +7.5% | 97,141 | $5.0M |
| Prevail Innovative Wealth Advisors, LLC | 1.32% | Reduce -26.5% | 95,858 | $5.0M |
| Wedbush Securities Inc. | 0.18% | Add +4.9% | 93,622 | $4.8M |
| Cobblestone Asset Management LLC | 2.81% | Add +17.7% | 92,802 | $4.8M |
| Palacios Wealth Management, LLC | 3.55% | Reduce -1.4% | 92,286 | $4.8M |
| Waterloo Capital, L.P. | 0.44% | Add +45.6% | 92,096 | $4.8M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -12.1% | 89,923 | $4.7M |
| Trinity Legacy Partners, LLC | 1.19% | Add +13.1% | 89,543 | $4.7M |
| Milestone Asset Management, LLC | 1.00% | Add +0.5% | 90,134 | $4.7M |
| Global Assets Advisory, LLC | 0.87% | Add +231.3% | 93,887 | $4.6M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +19.2% | 89,397 | $4.6M |
| Ignite Planners, LLC | 0.90% | Reduce -1.2% | 90,423 | $4.6M |
| StoneCrest Wealth Management, Inc. | 2.92% | Add +1.3% | 88,882 | $4.6M |
| Brookstone Capital Management | 0.07% | Add +25.2% | 88,837 | $4.6M |
| High Net Worth Advisory Group LLC | 1.27% | Reduce -5.3% | 86,911 | $4.5M |
| Kingstone Capital Partners Texas, LLC | 3.59% | New | 86,163 | $4.5M |
| Lake Street Private Wealth, LLC | 0.73% | Add +4.6% | 85,762 | $4.4M |
| Intrepid Financial Planning Group LLC | 2.05% | Add +9.9% | 85,580 | $4.4M |
| Thoroughbred Financial Services, LLC | 0.28% | Add +2.3% | 85,106 | $4.4M |
| Ergawealth Advisors, Inc. | 2.18% | Add +16.8% | 84,820 | $4.4M |
| Belpointe Asset Management LLC | 0.23% | Add +66.5% | 83,576 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +53.2% | 82,441 | $4.3M |
| Centaurus Financial, Inc. | 0.26% | Add +8.1% | 81,331 | $4.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -1.9% | 81,105 | $4.2M |
| Forefront Wealth Management Inc. | 3.86% | Add +8.7% | 80,631 | $4.2M |
| Larson Financial Group LLC | 0.20% | Add +32.4% | 79,428 | $4.1M |
| Advisory Resource Group | 0.83% | Add +8.1% | 78,848 | $4.1M |
| RWQ Financial Management Services, Inc. | 2.70% | Reduce -29.3% | 78,675 | $4.1M |
| Mayfair Advisory Group, LLC | 2.34% | Add +41.5% | 78,250 | $4.1M |
| Ulland Investment Advisors, LLC | 3.44% | Add +6225.3% | 76,283 | $4.0M |
| Trajan Wealth LLC | 0.21% | New | 74,194 | $3.8M |
| Cascade Wealth Advisors, Inc | 2.65% | Reduce -11.3% | 76,600 | $3.8M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -19.1% | 73,742 | $3.8M |
| Benjamin Edwards Inc. | 0.05% | Add +15.7% | 71,675 | $3.7M |
| Wealth Advisors of Iowa, LLC | 1.59% | Reduce -48.0% | 71,229 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.33% | Add +43.9% | 70,576 | $3.7M |
| Magnus Financial Group LLC | 0.35% | Add +23.2% | 70,313 | $3.6M |
| Spire Wealth Management | 0.12% | Add +20.9% | 69,690 | $3.6M |
| Silver Oak Securities, Incorporated | 0.34% | Add +7.7% | 69,632 | $3.6M |
| Sigma Planning Corp | 0.11% | Add +19.9% | 69,401 | $3.6M |
| Integrity Alliance, Llc. | 0.14% | New | 69,117 | $3.6M |
| International Assets Investment Management, LLC | 0.31% | Add +15.8% | 68,794 | $3.6M |
| Traynor Capital Management, Inc. | 0.30% | Add +756.2% | 68,450 | $3.5M |
| Rothschild Investment LLC | 0.24% | Add +12.5% | 68,238 | $3.5M |
| Gries Financial LLC | 0.68% | Reduce -7.1% | 67,557 | $3.5M |
| Princeton Global Asset Management LLC | 0.69% | Reduce -2.2% | 67,315 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Reduce -9.3% | 66,640 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +44.1% | 66,448 | $3.4M |
| SlateStone Wealth, LLC | 0.34% | Reduce -8.6% | 66,291 | $3.4M |
| AdvisorNet Financial, Inc | 0.25% | Add +104.8% | 66,065 | $3.4M |
| Semus Wealth Partners LLC | 2.35% | Add +8.2% | 65,019 | $3.4M |
| Smith, Moore & Co. | 0.30% | Add +4.2% | 62,668 | $3.2M |
| Tyler-Stone Wealth Management | 0.58% | Reduce -12.5% | 62,510 | $3.2M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -1.7% | 62,320 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Add +168.6% | 62,038 | $3.2M |
| Assetmark, Inc. | 0.01% | Reduce -15.7% | 61,289 | $3.2M |
| Good Life Advisors, LLC | 0.22% | Add +3.6% | 61,169 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.8% | 61,095 | $3.2M |
| Robertson Stephens Wealth Management, LLC | 0.12% | Reduce -84.5% | 60,937 | $3.2M |
| Lifestyle Asset Management, Inc. | 1.72% | Add +2.8% | 60,315 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -19.4% | 59,965 | $3.1M |
| Herbst Group, LLC | 2.19% | Add +423.6% | 59,696 | $3.1M |
| Flagstar Securities, Inc. | 0.79% | Add +33.6% | 59,320 | $3.1M |
| HBW Advisory Services LLC | 0.43% | Add +181.3% | 59,073 | $3.1M |
| Avior Wealth Management, LLC | 0.12% | Add +33.1% | 58,947 | $3.1M |
| Money Concepts Capital Corp. | 0.23% | Add +5.3% | 58,497 | $3.0M |
| ORBA Wealth Advisors, L.L.C. | 1.50% | Add +11.2% | 57,399 | $3.0M |
| Arkadios Wealth Advisors | 0.11% | Add +16.4% | 57,283 | $3.0M |
| Onyx Bridge Wealth Group LLC | 0.42% | Add +5.0% | 56,804 | $2.9M |
| Turn8 Private Wealth Inc. | 2.29% | New | 56,500 | $2.9M |
| Harbour Investments, Inc. | 0.08% | Add +4.8% | 55,550 | $2.9M |
| Capstone Wealth Management Group LLC | 2.29% | Reduce -1.4% | 55,285 | $2.9M |
| SeaCrest Wealth Management, LLC | 0.32% | Reduce -1.1% | 55,095 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +46.9% | 54,920 | $2.8M |
| Mutual Advisors, LLC | 0.08% | Add +42.9% | 55,661 | $2.8M |
| PFG Advisors | 0.16% | Add +48.5% | 54,657 | $2.8M |
| Perennial Investment Advisors, LLC | 0.31% | Add +0.5% | 53,842 | $2.8M |
| JT Stratford LLC | 0.50% | Add +8.5% | 53,808 | $2.8M |
| Cadence Bank | 0.20% | Add +53.9% | 53,672 | $2.8M |
| Foguth Wealth Management, LLC. | 0.66% | Add +62.1% | 52,785 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -1.1% | 52,697 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.2% | 48,188 | $2.7M |
| Signal Advisors Wealth, LLC | 0.27% | Add +497.8% | 52,472 | $2.7M |
| Monterey Private Wealth, Inc. | 0.79% | Add +32.9% | 52,098 | $2.7M |
| Maia Wealth LLC | 0.61% | Reduce -26.4% | 53,528 | $2.7M |
| Pinnacle Associates Ltd. | 0.04% | Add +126.4% | 51,548 | $2.7M |
| Chicago Partners Investment Group LLC | 0.09% | New | 51,498 | $2.7M |
| Wbi Investments, LLC | 0.70% | Reduce -6.6% | 51,162 | $2.6M |
| Prosperity Financial Group, Inc. | 1.32% | Add +6.1% | 51,134 | $2.6M |
| Purus Wealth Management, LLC | 1.12% | Reduce -1.3% | 51,054 | $2.6M |
| Caerus Investment Advisors, LLC | 2.49% | Reduce -0.7% | 49,837 | $2.6M |
| Flynn Zito Capital Management, LLC | 1.17% | Add +19.3% | 49,335 | $2.6M |
| Wagner Wealth Management, LLC | 0.63% | Add +15.8% | 48,797 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Add +74.0% | 48,250 | $2.5M |
| 4WEALTH Advisors, Inc. | 2.72% | Add +8.0% | 47,463 | $2.5M |
| San Luis Wealth Advisors LLC | 0.55% | New | 47,189 | $2.4M |
| Grant/GrossMendelsohn, LLC | 1.35% | Reduce -11.6% | 47,552 | $2.4M |
| Mechanics Bank Trust Department | 0.33% | Add +18.7% | 46,344 | $2.4M |
| Socha Financial Group, LLC | 1.17% | Reduce -46.6% | 46,298 | $2.4M |
| Sloy Dahl & Holst, LLC | 0.42% | Add +31.8% | 46,189 | $2.4M |
| Henderson Brothers Financial Partners, LLC | 1.19% | — | 40,976 | $2.4M |
| Total Clarity Wealth Management, Inc. | 0.77% | No change | 41,768 | $2.4M |
| Retirement Guys Formula LLC | 1.17% | New | 45,405 | $2.4M |
| Concorde Financial Corp | 1.28% | Add +2.9% | 44,964 | $2.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.22% | Add +120.0% | 44,953 | $2.3M |
| Goldstone Financial Group, LLC | 0.35% | Reduce -9.9% | 44,870 | $2.3M |
| Paladin Advisory Group, LLC | 1.85% | Reduce -7.9% | 44,598 | $2.3M |
| Transcend Capital Advisors, LLC | 0.16% | Add +34.2% | 44,109 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Reduce -2.4% | 44,035 | $2.3M |
| ZEGA Investments, LLC | 0.66% | New | 43,414 | $2.2M |
| Evolution Wealth Advisors, LLC | 0.37% | Add +32.3% | 42,809 | $2.2M |
| Littlejohn Financial Services, Inc. | 1.75% | Add +4.2% | 42,782 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -8.1% | 42,656 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +83.0% | 42,475 | $2.2M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -4.0% | 42,179 | $2.2M |
| D'Orazio & Associates, Inc. | 0.33% | Add +0.1% | 42,103 | $2.2M |
| Westbourne Investments, Inc. | 1.31% | Reduce -3.3% | 41,760 | $2.2M |
| Sunpointe, LLC | 1.15% | Add +0.9% | 41,650 | $2.2M |
| VestGen Advisors, LLC | 0.10% | — | 41,639 | $2.2M |
| Investment Advisory Services Inc. /TX | 0.77% | Add +15.1% | 41,147 | $2.1M |
| Chung Wu Investment Group, LLC | 2.55% | Add +0.7% | 41,146 | $2.1M |
| Ring Mountain Capital, LLC | 1.60% | Add +29.2% | 41,027 | $2.1M |
| Intrua Financial, LLC | 0.33% | Add +6.4% | 40,836 | $2.1M |
| Smartleaf Asset Management LLC | 0.20% | Add +23.6% | 40,558 | $2.1M |
| Summit Wealth Partners, LLC | 0.43% | Add +8.2% | 40,492 | $2.1M |
| Crescent Grove Advisors, LLC | 0.22% | Reduce -70.2% | 40,467 | $2.1M |
| SteelPeak Wealth, LLC | 0.09% | Add +121.5% | 40,423 | $2.1M |
| Sulzberger Capital Advisors, Inc. | 2.73% | Reduce -42.3% | 40,149 | $2.1M |
| Bellevue Asset Management, LLC | 1.12% | Reduce -0.6% | 39,586 | $2.0M |
| Planning Directions Inc. | 0.87% | Add +19.1% | 39,421 | $2.0M |
| PDS Planning, Inc | 0.17% | Add +6.8% | 39,405 | $2.0M |
| Kane Investment Management, Inc. | 0.98% | Add +10.9% | 39,288 | $2.0M |
| Nwam LLC | 0.17% | Add +6.2% | 39,273 | $2.0M |
| Whipplewood Advisors, LLC | 1.18% | Reduce -92.3% | 2,873 | $2.0M |
| TrueWealth Advisors, LLC | 0.65% | Add +5.6% | 38,468 | $2.0M |
| Anderson Financial Strategies, LLC | 1.22% | Add +961150.0% | 38,450 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Add +11.7% | 37,680 | $2.0M |
| Richard W. Paul & Associates, LLC | 0.76% | Add +3.4% | 37,396 | $1.9M |
| Modus Advisors, LLC | 0.63% | Add +0.3% | 37,302 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.88% | Add +7.9% | 37,122 | $1.9M |
| Anchor Capital Management Group Inc | 0.88% | No change | 37,000 | $1.9M |
| Stillwater Wealth Management Group | 1.64% | Add +17.2% | 36,606 | $1.9M |
| Integras Partners LLC | 1.80% | Add +10.8% | 36,271 | $1.9M |
| Blue Investment Partners LLC | 0.71% | Add +2.5% | 36,213 | $1.9M |
| Clarity Wealth Advisors, LLC | 0.51% | Add +3.4% | 35,185 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Add +8.5% | 35,130 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.65% | Add +4.1% | 34,979 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Add +14.8% | 34,874 | $1.8M |
| Bouvel Investment Partners, LLC | 0.67% | Reduce -44.0% | 32,399 | $1.8M |
| Investment Planning Advisors, Inc. | 0.72% | Add +0.7% | 34,282 | $1.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +27.7% | 34,172 | $1.8M |
| Gill Capital Partners, LLC | 0.61% | Reduce -3.4% | 34,055 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Reduce -59.3% | 33,876 | $1.8M |
| Secured Retirement Advisors, LLC | 1.12% | Reduce -16.6% | 33,680 | $1.7M |
| Owen LaRue, LLC | 0.84% | Add +11.5% | 32,754 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -20.9% | 32,654 | $1.7M |
| Fiduciary Alliance LLC | 0.16% | Add +20.7% | 32,346 | $1.7M |
| Sunbelt Securities, Inc. | 0.15% | Add +27.0% | 32,294 | $1.7M |
| Marshall & Sterling Wealth Advisors Inc. | 1.13% | Add +1.3% | 32,172 | $1.7M |
| CW Advisors, LLC | 0.02% | New | 31,539 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.23% | New | 31,840 | $1.6M |
| Saxony Capital Management, LLC | 1.44% | Add +144.7% | 31,691 | $1.6M |
| KFG Wealth Management, LLC | 0.30% | Add +44.1% | 31,445 | $1.6M |
| Tucker Asset Management LLC | 0.53% | Add +4.5% | 31,418 | $1.6M |
| Sheets Smith Wealth Management | 0.20% | Add +58.0% | 31,401 | $1.6M |
| Wealth Effects LLC | 0.68% | Reduce -20.3% | 31,334 | $1.6M |
| Oxinas Partners, LLC | 0.95% | Add +2.2% | 31,138 | $1.6M |
| Continuum Advisory, LLC | 0.21% | Add +39.8% | 31,062 | $1.6M |
| Empire Financial Management Company, LLC | 0.49% | Add +4.0% | 30,885 | $1.6M |
| Jefferies Financial Group Inc. | 0.03% | Add +11.4% | 30,233 | $1.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.6% | 29,970 | $1.6M |
| IFG Advisory, LLC | 0.08% | Add +1.3% | 29,562 | $1.5M |
| M Holdings Securities, Inc. | 0.25% | Add +27.6% | 29,508 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.07% | Add +47.9% | 29,387 | $1.5M |
| Drive Wealth Management, LLC | 0.36% | Add +15.3% | 29,316 | $1.5M |
| McDonald Partners LLC | 0.39% | Add +45.7% | 28,949 | $1.5M |
| US Bancorp \de | 0.00% | Add +11.7% | 28,482 | $1.5M |
| Econ Financial Services Corp | 0.78% | Add +96.4% | 28,458 | $1.5M |
| Haverford Trust Co | 0.01% | New | 28,454 | $1.5M |
| Security National Bank | 0.28% | Add +382.9% | 28,450 | $1.5M |
| Confluence Wealth Services, Inc. | 0.09% | Add +49.4% | 29,618 | $1.5M |
| Verity Asset Management, Inc. | 0.60% | Reduce -18.8% | 28,386 | $1.5M |
| Herold Advisors, Inc. | 0.32% | Add +15.2% | 28,302 | $1.5M |
| Resurgent Financial Advisors LLC | 0.88% | Reduce -0.9% | 28,087 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +19.0% | 27,919 | $1.4M |
| CPC Advisors, LLC | 0.20% | Reduce -1.5% | 27,859 | $1.4M |
| Daymark Wealth Partners, LLC | 0.06% | Add +7.5% | 27,739 | $1.4M |
| NCP Inc. | 1.93% | Add +16.6% | 27,688 | $1.4M |
| Colonial River Investments, LLC | 0.79% | New | 27,654 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.67% | Add +10.8% | 27,517 | $1.4M |
| Cora Capital Advisors LLC | 0.67% | Add +245.8% | 27,162 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -31.4% | 26,986 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +47.5% | 26,690 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.92% | Add +46.9% | 26,346 | $1.4M |
| Concord Wealth Partners | 0.22% | Add +2.3% | 26,196 | $1.4M |
| Inspire Advisors, LLC | 0.16% | New | 26,045 | $1.3M |
| 5T Wealth, LLC | 0.77% | Reduce -8.5% | 26,019 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +26.0% | 25,725 | $1.3M |
| Steele Capital Management, Inc. | 0.07% | Add +19.7% | 25,688 | $1.3M |
| Beacon Financial Planning, Inc. | 0.76% | Add +68.8% | 25,414 | $1.3M |
| Marks Wealth, LLC | 0.47% | Reduce -95.2% | 24,966 | $1.3M |
| LRI Investments, LLC | 0.12% | Add +8.3% | 24,900 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +58.3% | 24,785 | $1.3M |
| Chapin Davis, Inc. | 0.44% | Add +34.8% | 24,726 | $1.3M |
| Yukon Wealth Management, Inc. | 0.53% | — | 24,650 | $1.3M |
| Sequent Planning LLC | 0.45% | Reduce -1.1% | 24,372 | $1.3M |
| Group One Trading LLC | 0.05% | New | 24,223 | $1.3M |
| Kraematon Investment Advisors, Inc. | 1.27% | Add +1.2% | 24,142 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +58.4% | 23,557 | $1.2M |
| Ironsides Asset Advisors, LLC | 0.36% | Add +31.6% | 23,546 | $1.2M |
| KMG Fiduciary Partners, LLC | 0.10% | New | 23,477 | $1.2M |
| Frontier Asset Management, LLC | 0.35% | Reduce -2.2% | 23,296 | $1.2M |
| Newport Capital Group, LLC | 0.87% | Add +2.1% | 23,262 | $1.2M |
| StoneX Group Inc. | 0.07% | Add +14.7% | 22,932 | $1.2M |
| Reyes Financial Architecture, Inc. | 0.86% | Add +6.7% | 22,466 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +18.6% | 22,411 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Add +4.2% | 22,372 | $1.2M |
| Keystone Wealth Services, LLC | 0.31% | Add +2.0% | 22,247 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -17.9% | 22,164 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.6% | 21,856 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.2% | 21,632 | $1.1M |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -2.2% | 21,159 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +8.2% | 20,725 | $1.1M |
| MBA Advisors LLC | 0.53% | Reduce -27.3% | 20,620 | $1.1M |
| Becker Capital Management Inc. | 0.04% | New | 20,494 | $1.1M |
| Novare Capital Management LLC | 0.09% | No change | 20,190 | $1.0M |
| Procyon Advisors, LLC | 0.06% | No change | 20,160 | $1.0M |
| Fisher Asset Management | 0.00% | New | 20,156 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +42.1% | 20,116 | $1.0M |
| Tempus Wealth Planning, LLC | 0.31% | Add +100.0% | 20,000 | $1.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -92.2% | 19,900 | $1.0M |
| Perigon Wealth Management, LLC | 0.03% | Add +23.3% | 19,882 | $1.0M |
| Sterling Investment Advisors, Ltd. | 0.25% | Add +216.8% | 19,866 | $1.0M |
| Western Wealth Management, LLC | 0.07% | Reduce -39.7% | 19,620 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +44.5% | 19,525 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +11.1% | 19,299 | $999K |
| LexAurum Advisors, LLC | 0.19% | Add +56.6% | 19,234 | $996K |
| Strategic Financial Concepts, LLC | 0.18% | Reduce -3.8% | 18,832 | $975K |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -18.1% | 18,779 | $972K |
| Red Crane Wealth Management, LLC | 0.93% | Add +9.2% | 18,776 | $972K |
| FNY Investment Advisers, LLC | 0.60% | No change | 18,767 | $971K |
| Valmark Advisers, Inc. | 0.01% | Reduce -25.9% | 18,750 | $971K |
| Scotia Capital Inc. | 0.01% | Reduce -29.5% | 18,668 | $967K |
| HB Wealth Management, LLC | 0.01% | New | 18,616 | $964K |
| Essex Financial Services, Inc. | 0.07% | Add +55.1% | 18,419 | $954K |
| Cooper Financial Group | 0.13% | Add +12.0% | 18,391 | $952K |
| Nautilus Advisors LLC | 0.78% | Reduce -6.3% | 18,231 | $944K |
| M.E. Allison & Co., Inc. | 0.93% | Add +122.3% | 17,232 | $943K |
| Moors & Cabot, Inc. | 0.05% | Add +83.0% | 18,038 | $934K |
| Silverlake Wealth Management LLC | 0.36% | Reduce -3.4% | 17,881 | $926K |
| Millennium Capital Advisors, LLC | 0.68% | Add +17.5% | 17,842 | $924K |
| Brown Miller Wealth Management, LLC | 0.32% | Add +16.4% | 17,795 | $921K |
| Runnymede Capital Advisors, Inc. | 0.88% | Reduce -1.3% | 17,780 | $921K |
| Integrated Advisors Network LLC | 0.05% | Add +30.7% | 17,735 | $918K |
| RFG Advisory, LLC | 0.02% | Add +2.7% | 17,672 | $915K |
| BCS Wealth Management | 0.23% | New | 17,623 | $913K |
| Townsquare Capital LLC | 0.01% | Add +293.8% | 17,606 | $912K |
| Florida Financial Advisors, LLC | 0.36% | Reduce -32.6% | 17,587 | $910K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +193.2% | 17,548 | $909K |
| Galvin, Gaustad & Stein, LLC | 0.08% | Add +40.0% | 17,500 | $906K |
| Cerity Partners LLC | 0.00% | Add +308.7% | 17,495 | $906K |
| Etesian Wealth Advisors, Inc. | 0.39% | Add +12.4% | 17,305 | $896K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +81.3% | 16,959 | $878K |
| Asset Allocation Strategies LLC | 0.22% | Add +0.8% | 16,946 | $877K |
| Napatree Capital LLC | 0.49% | Reduce -27.9% | 16,917 | $876K |
| World Investment Advisors | 0.02% | Add +29.4% | 16,709 | $865K |
| Tandem Financial, LLC | 0.93% | Add +29.3% | 16,577 | $858K |
| Parallel Advisors, LLC | 0.02% | Reduce -14.8% | 16,550 | $857K |
| Navis Wealth Advisors, LLC | 0.84% | Add +196.4% | 16,507 | $855K |
| Round Rock Advisors LLC | 0.16% | Add +15.1% | 16,483 | $853K |
| Bell Bank | 0.05% | Add +1.8% | 16,483 | $853K |
| CVA Family Office, LLC | 0.13% | Add +52.9% | 16,482 | $853K |
| Johnson & White Wealth Management, LLC | 0.48% | Add +128.2% | 16,464 | $853K |
| Kovack Advisors, Inc. | 0.09% | Reduce -26.7% | 16,473 | $853K |
| Beam Wealth Advisors, Inc. | 0.29% | Reduce -4.8% | 16,462 | $852K |
| GeoWealth Management, LLC | 0.03% | Reduce -5.2% | 16,415 | $850K |
| Frederick Financial Consultants, LLC | 0.61% | Add +12.3% | 16,404 | $849K |
| Hibernia Wealth Partners, LLC | 0.60% | Reduce -11.6% | 16,364 | $847K |
| Stonebridge Financial Group, LLC | 0.09% | Add +5.7% | 16,363 | $847K |
| Coordinated Financial Services, Inc. | 0.66% | — | 16,289 | $843K |
| NCM Capital Management, LLC | 0.37% | Add +2.1% | 16,052 | $831K |
| Greenwich Wealth Management LLC | 0.06% | Reduce -43.2% | 16,029 | $830K |
| Pasadena Private Wealth, LLC | 0.16% | New | 15,995 | $828K |
| Novem Group | 0.12% | Add +44.1% | 15,986 | $828K |
| Consilium Wealth Advisory, LLC | 0.41% | Add +1.1% | 15,978 | $827K |
| Comprehensive Financial Planning, Inc. | 0.80% | Reduce -41.0% | 15,970 | $827K |
| Renaissance Technologies | 0.00% | Reduce -91.3% | 15,900 | $823K |
| GTS Securities LLC | 0.04% | New | 15,710 | $813K |
| Diversify Wealth Management, LLC | 0.06% | Add +271.0% | 15,827 | $812K |
| JSF Financial, LLC | 0.21% | Reduce -20.1% | 15,507 | $803K |
| HBK Sorce Advisory LLC | 0.02% | Add +70.8% | 15,187 | $786K |
| Annex Advisory Services, LLC | 0.02% | Add +0.1% | 15,175 | $786K |
| GAMMA Investing LLC | 0.06% | Add +17.9% | 15,091 | $781K |
| Delta Financial Group, Inc. | 0.18% | Add +8.0% | 14,527 | $781K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -15.5% | 15,013 | $777K |
| Zions Bancorporation, National Association | 0.05% | — | 15,000 | $777K |
| Stratos Investment Management, LLC | 0.04% | Add +158.4% | 14,778 | $765K |
| Global Wealth Strategies & Associates | 0.23% | Add +4.3% | 14,616 | $757K |
| Clay Northam Wealth Management, LLC | 0.53% | New | 14,556 | $754K |
| Hexagon Capital Partners LLC | 0.14% | Add +39.0% | 14,513 | $751K |
| TD Waterhouse Canada Inc. | 0.01% | Add +287.7% | 13,958 | $746K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -2.8% | 14,394 | $745K |
| PKS Advisory Services, LLC | 0.20% | Add +0.9% | 14,371 | $744K |
| Means Investment Co., Inc. | 0.08% | Reduce -8.0% | 14,330 | $742K |
| Tritonpoint Wealth, LLC | 0.07% | Add +22.6% | 14,200 | $735K |
| Golden State Wealth Management, LLC | 0.11% | Add +26.7% | 14,095 | $730K |
| Global Wealth Management Investment Advisory, Inc. | 0.15% | New | 14,090 | $730K |
| CAP Partners, LLC | 0.52% | Add +13.5% | 13,948 | $722K |
| Advance Capital Management, Inc. | 0.03% | Add +9.0% | 13,895 | $719K |
| Citadel Advisors | 0.00% | Reduce -91.0% | 13,796 | $714K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +147.4% | 13,615 | $705K |
| Smallwood Wealth Investment Management, LLC | 0.44% | Add +50.9% | 13,514 | $700K |
| Triumph Capital Management | 0.23% | Reduce -3.9% | 13,402 | $694K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +100.7% | 13,355 | $692K |
| Ameriflex Group, Inc. | 0.28% | Add +31.4% | 13,259 | $687K |
| Grant Private Wealth Management Inc | 0.73% | Add +97.3% | 13,151 | $681K |
| Innovative Advisory Group, LLC | 0.64% | Add +101.5% | 13,110 | $679K |
| Clear Creek Financial Management, LLC | 0.07% | Add +25.3% | 12,912 | $669K |
| Clearstead Advisors, LLC | 0.01% | Add +56.1% | 12,805 | $663K |
| FSB Premier Wealth Management, Inc. | 0.26% | Add +3.7% | 12,780 | $662K |
| Aft, Forsyth & Company, Inc. | 0.36% | Add +14.4% | 12,768 | $661K |
| Panoramic Investment Advisors, LLC | 0.44% | No change | 12,680 | $657K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -79.7% | 12,673 | $656K |
| Insigneo Advisory Services, LLC | 0.07% | Add +14.8% | 12,607 | $653K |
| Absolute Capital Management, LLC | 0.37% | Reduce -12.4% | 12,486 | $647K |
| Innovative Wealth Building LLC | 0.59% | Add +45.6% | 12,461 | $645K |
| Sheaff Brock Investment Advisors, LLC | 0.06% | Reduce -10.5% | 12,440 | $644K |
| First Financial Bankshares Inc | 0.01% | New | 12,408 | $642K |
| Skyline Advisors, Inc. | 0.25% | Add +27.0% | 12,358 | $640K |
| Howard Financial Services, LTD. | 0.09% | Reduce -13.8% | 12,264 | $635K |
| Focused Wealth Management, Inc | 0.09% | Add +8.6% | 12,236 | $634K |
| Kelly Financial Services LLC | 0.22% | Reduce -44.4% | 12,046 | $624K |
| Calton & Associates, Inc. | 0.14% | New | 12,012 | $622K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +9.1% | 12,000 | $622K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -0.0% | 11,981 | $620K |
| Mascagni Wealth Management, Inc. | 0.61% | No change | 11,841 | $613K |
| American Trust | 0.15% | Reduce -97.4% | 11,777 | $610K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +184.2% | 11,746 | $608K |
| Joel Isaacson & Co., LLC | 0.03% | New | 11,740 | $608K |
| Redwood Financial Network Corp | 0.46% | Add +85.3% | 11,584 | $600K |
| Rockingstone Advisors LLC | 0.27% | Reduce -13.1% | 11,480 | $594K |
| Walkner Condon Financial Advisors LLC | 0.12% | Reduce -19.9% | 11,266 | $583K |
| Marion Wealth Management | 0.16% | Reduce -1.0% | 11,213 | $581K |
| Seaview Investment Managers LLC | 0.14% | Add +53.4% | 11,148 | $577K |
| Westend Capital Management, LLC | 0.22% | Reduce -24.1% | 11,145 | $577K |
| Selective Wealth Management, Inc. | 0.25% | New | 11,572 | $573K |
| Helium Advisors LLC | 0.42% | New | 11,020 | $571K |
| Dover Advisors, LLC | 0.25% | Reduce -8.1% | 10,999 | $570K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.10% | Add +136.8% | 10,992 | $569K |
| MAI Capital Management | 0.00% | Reduce -42.7% | 10,949 | $567K |
| Pure Financial Advisors, LLC | 0.01% | Add +28.9% | 10,825 | $561K |
| Betterment LLC | 0.00% | Reduce -1.9% | 10,732 | $556K |
| Xcel Wealth Management, LLC | 0.17% | Add +4.9% | 10,675 | $553K |
| Napa Wealth Management | 0.31% | Reduce -19.2% | 10,642 | $551K |
| National Philanthropic Trust | 0.01% | No change | 10,632 | $551K |
| Aurdan Capital Management, LLC | 0.21% | Reduce -7.5% | 10,539 | $546K |
| Independence Bank of Kentucky | 0.09% | Add +286.8% | 10,520 | $545K |
| Institute for Wealth Management, LLC. | 0.07% | Add +2.3% | 10,502 | $544K |
| Castle Rock Wealth Management, LLC | 0.15% | Add +5.3% | 10,547 | $543K |
| SevenBridge Financial Group, LLC | 0.11% | Reduce -25.2% | 10,323 | $539K |
| Focus Financial Network, Inc. | 0.02% | Add +18.6% | 10,389 | $538K |
| BTS Asset Management, Inc. | 0.61% | Reduce -2.3% | 10,375 | $537K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | No change | 10,313 | $534K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +4.9% | 10,270 | $532K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +33.9% | 10,264 | $531K |
| Generation Capital Management LLC | 0.48% | No change | 10,245 | $530K |
| Foster Victor Wealth Advisors, LLC | 0.04% | New | 10,675 | $529K |
| Pacific Center for Financial Services | 0.14% | Add +78.0% | 10,193 | $528K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 10,189 | $528K |
| Meridian Financial Partners LLC | 0.27% | Add +4.5% | 10,165 | $526K |
| Quadrature Capital Ltd | 0.01% | New | 10,063 | $521K |
| ERn Financial, LLC | 0.08% | Add +18.2% | 9,865 | $511K |
| Indie Asset Partners, LLC | 0.44% | Add +1.3% | 9,813 | $508K |
| Bank of Montreal | 0.00% | Reduce -17.0% | 9,788 | $507K |
| World Equity Group, Inc. | 0.14% | Reduce -49.6% | 9,655 | $500K |
| Fearless Solutions, LLC dba Best Invest | 0.39% | Reduce -6.3% | 9,594 | $497K |
| Atria Investments, Inc | 0.01% | Reduce -5.4% | 9,502 | $492K |
| Shepherd Financial Partners LLC | 0.06% | No change | 9,417 | $488K |
| TigerOak Management, L.L.C. | 0.19% | Add +9.0% | 9,406 | $487K |
| Latitude Advisors, LLC | 0.28% | Add +59.0% | 9,398 | $487K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 9,366 | $485K |
| Pennsylvania Capital Management Inc. | 0.18% | Add +152.5% | 9,351 | $484K |
| Jacobi Capital Management LLC | 0.04% | Add +22.5% | 9,211 | $477K |
| Cozad Asset Management Inc. | 0.05% | Add +12.8% | 9,191 | $476K |
| Corient Private Wealth LP | 0.00% | Add +25.5% | 9,115 | $472K |
| Wealthspire Retirement, LLC | 0.04% | Add +8.9% | 9,042 | $468K |
| Synovus Financial Corp. | 0.01% | New | 8,959 | $464K |
| Choreo, LLC | 0.01% | Add +0.8% | 8,935 | $463K |
| Melia Wealth LLC | 0.24% | Add +33.4% | 8,934 | $463K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +78.2% | 8,922 | $462K |
| Captrust Financial Advisors | 0.00% | Add +34.3% | 8,853 | $458K |
| Columbia Asset Management | 0.09% | No change | 8,838 | $458K |
| Ehrlich Financial Group | 0.33% | Add +1.6% | 8,785 | $455K |
| WealthShield Partners, LLC | 0.06% | Add +2.5% | 8,651 | $448K |
| Ashton Thomas Securities, LLC | 0.12% | Reduce -9.5% | 8,637 | $447K |
| Montecito Bank & Trust | 0.08% | No change | 8,540 | $442K |
| Country Club Bank | 0.03% | Reduce -23.2% | 8,465 | $439K |
| Fermata Advisors, LLC | 0.08% | Add +31.7% | 8,377 | $434K |
| Kapstone Financial Advisors LLC | 0.25% | Add +110.7% | 8,376 | $434K |
| Autumn Glory Partners, LLC | 0.21% | No change | 8,335 | $432K |
| Citizens Financial Group Inc. | 0.01% | New | 8,268 | $428K |
| McAdam, LLC | 0.03% | Add +7.0% | 8,251 | $427K |
| Key Client Fiduciary Advisors, LLC | 0.20% | Add +52.8% | 8,232 | $426K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -0.2% | 8,208 | $425K |
| Balboa Wealth Partners | 0.10% | Add +6.7% | 8,150 | $422K |
| Sound Income Strategies, LLC | 0.02% | Add +54.1% | 7,998 | $414K |
| Southland Equity Partners LLC | 0.10% | Reduce -37.0% | 7,998 | $414K |
| Yarger Wealth Strategies, LLC | 0.24% | New | 7,957 | $412K |
| IPG Investment Advisors LLC | 0.09% | Add +22.2% | 7,894 | $409K |
| Mendel Capital Management LLC | 0.25% | No change | 7,857 | $407K |
| Modera Wealth Management, LLC | 0.01% | New | 7,790 | $403K |
| Concorde Asset Management, LLC | 0.22% | Add +31.8% | 7,956 | $403K |
| Wealthspan Partners, LLC | 0.18% | Add +78.3% | 7,581 | $393K |
| Carnegie Lake Advisors LLC | 0.16% | Add +2.1% | 7,515 | $389K |
| Fortitude Advisory Group L.L.C. | 0.28% | Add +0.2% | 7,963 | $388K |
| Bridgewealth Advisory Group, LLC | 0.50% | Reduce -76.6% | 7,397 | $383K |
| Safeguard Investment Advisory Group, LLC | 0.10% | New | 7,364 | $381K |
| Gateway Wealth Partners, LLC | 0.09% | Add +36.7% | 7,364 | $381K |
| Searle & Co. | 0.11% | No change | 7,323 | $379K |
| Pointe Capital Management LLC | 0.22% | New | 7,320 | $379K |
| AQR Capital Management | 0.00% | Reduce -59.6% | 7,174 | $371K |
| BlueStem Wealth Partners, LLC | 0.05% | New | 7,166 | $371K |
| Allen Capital Group, LLC | 0.04% | Add +90.0% | 7,143 | $370K |
| Verus Capital Partners, LLC | 0.04% | Add +7.9% | 7,105 | $368K |
| Cathy Pareto & Associates, Inc. | 0.33% | New | 7,100 | $368K |
| Marcum Wealth, LLC | 0.03% | Add +11.0% | 7,051 | $365K |
| Seelaus Asset Management LLC | 0.35% | Reduce -13.1% | 7,022 | $364K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.09% | New | 6,860 | $355K |
| Narus Financial Partners, LLC | 0.12% | Add +7.0% | 6,850 | $355K |
| Fortis Advisors, LLC | 0.23% | Reduce -6.2% | 6,732 | $349K |
| Journey Strategic Wealth LLC | 0.01% | Add +18.9% | 6,715 | $348K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.6% | 6,698 | $347K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -20.8% | 6,611 | $342K |
| Birchcreek Wealth Management, LLC | 0.21% | Reduce -17.4% | 6,550 | $339K |
| Personal Cfo Solutions, LLC | 0.07% | Add +7.2% | 6,455 | $334K |
| IAM Advisory, LLC | 0.09% | Add +6.4% | 6,451 | $334K |
| Blodgett Wealth Advisors, LLC | 0.28% | New | 6,400 | $331K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +5.7% | 6,361 | $328K |
| ELCO Management Co., LLC | 0.18% | Add +3.3% | 6,300 | $326K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,218 | $322K |
| Signaturefd, LLC | 0.01% | Add +188.7% | 6,150 | $318K |
| Private Trust Co. NA | 0.03% | Reduce -40.7% | 6,141 | $318K |
| Armstrong Advisory Group, Inc. | 0.03% | No change | 5,608 | $316K |
| Summit Trail Advisors, LLC | 0.01% | Add +20.0% | 6,076 | $315K |
| Legacy Private Trust Co. | 0.02% | New | 6,065 | $314K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -24.7% | 6,062 | $314K |
| Hohimer Wealth Management, LLC | 0.06% | Reduce -0.3% | 6,033 | $312K |
| XML Financial, LLC | 0.03% | Add +18.1% | 6,030 | $312K |
| Cooper Capital Advisors LLC | 0.33% | Reduce -28.8% | 5,980 | $310K |
| Interchange Capital Partners, LLC | 0.09% | Add +4.1% | 5,878 | $304K |
| Cary Street Partners Investment Advisory LLC | 0.17% | No change | 5,853 | $303K |
| Claro Advisors Inc. | 0.04% | Add +0.1% | 5,837 | $302K |
| Argyle Capital Partners, LLC | 0.26% | Reduce -21.1% | 5,834 | $302K |
| Keybank National Association | 0.00% | Add +0.8% | 5,788 | $300K |
| Compound Planning, Inc. | 0.01% | Reduce -13.5% | 5,768 | $299K |
| Northern Trust Corp. | 0.00% | Reduce -14.8% | 5,764 | $298K |
| Costello Asset Management, INC | 0.12% | Add +25.4% | 5,754 | $298K |
| Thompson Davis & Co., Inc. | 0.23% | New | 5,700 | $295K |
| Samalin Investment Counsel, LLC | 0.12% | Add +6.7% | 5,648 | $292K |
| Lanark Financial, Inc. | 0.02% | — | 5,652 | $292K |
| Fort Point Capital Partners LLC | 0.03% | New | 5,617 | $291K |
| Thomasville National Bank | 0.02% | No change | 5,500 | $285K |
| Legacy Financial Strategies, LLC | 0.06% | Add +43.8% | 5,465 | $283K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +12.7% | 5,391 | $279K |
| Csenge Advisory Group | 0.02% | Reduce -1.1% | 5,712 | $278K |
| Financial Guidance Group, Inc. | 0.15% | No change | 5,362 | $278K |
| Capital Advisory Group Advisory Services, LLC | 0.11% | Add +41.2% | 5,344 | $277K |
| Park Square Financial Group, LLC | 0.22% | Add +16.5% | 5,300 | $274K |
| Cibc World Market Inc. | 0.00% | Add +11.2% | 5,250 | $272K |
| Retirement Planning Group, LLC / NY | 0.27% | Add +1.3% | 5,177 | $268K |
| Invst, LLC | 0.04% | New | 5,156 | $267K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +17.1% | 5,122 | $265K |
| Lokken Investment Group LLC | 0.11% | Add +21.5% | 5,102 | $264K |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.1% | 5,046 | $261K |
| Independent Investors Inc. | 0.06% | New | 5,045 | $261K |
| Zuckerman Investment Group, LLC | 0.03% | Add +0.3% | 5,017 | $260K |
| Hilltop Holdings Inc. | 0.02% | Reduce -91.8% | 5,017 | $260K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 5,000 | $259K |
| FSC Wealth Advisors, LLC | 0.17% | Reduce -7.7% | 4,965 | $257K |
| Patron Partners, LLC | 0.14% | New | 4,880 | $253K |
| Murphy & Mullick Capital Management Corp | 0.24% | Add +20.5% | 4,859 | $252K |
| Synergy Investment Management, LLC | 0.10% | Add +8.1% | 4,852 | $251K |
| BankPlus Trust Department | 0.08% | Add +419.8% | 4,834 | $250K |
| Mach-1 Financial Group, LLC | 0.07% | Reduce -53.6% | 4,813 | $249K |
| Greenleaf Trust | 0.00% | Add +19.5% | 4,780 | $248K |
| Corps Capital Advisors, LLC | 0.26% | Add +2.2% | 4,725 | $245K |
| Appleton Partners Inc. | 0.02% | Add +14.6% | 4,715 | $244K |
| M&T Bank Corp | 0.00% | New | 4,684 | $243K |
| Arax Advisory Partners | 0.02% | New | 4,661 | $241K |
| Obsidian Cio, LLC | 0.04% | No change | 4,652 | $241K |
| Caitlin John, LLC | 0.24% | Add +48.4% | 4,643 | $240K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 4,630 | $240K |
| CFO4Life Group, LLC | 0.04% | Reduce -37.0% | 4,622 | $239K |
| Winebrenner Capital Management LLC | 0.22% | No change | 4,612 | $239K |
| AlphaStar Capital Management, LLC | 0.02% | Reduce -89.6% | 4,574 | $237K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -53.2% | 4,569 | $237K |
| Capital Asset Advisory Services LLC | 0.01% | Reduce -66.3% | 4,545 | $236K |
| Ascentis Independent Advisors | 0.05% | Add +24.6% | 4,549 | $236K |
| Diversify Advisory Services, LLC | 0.01% | New | 4,586 | $235K |
| Strategic Blueprint, LLC | 0.01% | Add +14.3% | 4,511 | $234K |
| Coldstream Capital Management Inc. | 0.00% | Add +5.7% | 4,474 | $232K |
| Forum Financial Management, LP | 0.00% | Add +11.3% | 4,471 | $232K |
| Berger Financial Group, Inc | 0.02% | Add +2.4% | 4,443 | $230K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Add +4.5% | 4,391 | $227K |
| Dudley Capital Management, LLC | 0.12% | New | 4,375 | $227K |
| Tranquility Partners, LLC | 0.09% | Reduce -4.1% | 4,371 | $226K |
| Granite Harbor Advisors, Inc. | 0.12% | Add +2.5% | 4,328 | $224K |
| Wealth Management Partners, LLC | 0.10% | New | 4,321 | $224K |
| Tompkins Financial Corp. | 0.02% | No change | 4,311 | $223K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 4,300 | $223K |
| Certuity, LLC | 0.02% | Add +0.8% | 4,266 | $221K |
| CENTRAL TRUST Co | 0.01% | Add +37.8% | 4,266 | $221K |
| Adero Partners, LLC | 0.01% | Add +3.9% | 4,250 | $220K |
| Clarendon Private LLC | 0.23% | No change | 4,240 | $220K |
| KFA Private Wealth Group, LLC | 0.08% | New | 4,234 | $219K |
| Swmg, LLC | 0.09% | Add +0.8% | 4,266 | $218K |
| Family Investment Center, Inc. | 0.05% | Reduce -17.7% | 4,193 | $217K |
| Tyche Wealth Partners LLC | 0.05% | No change | 4,114 | $213K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 4,100 | $212K |
| Family Manage LLC | 0.04% | New | 4,100 | $212K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 4,100 | $212K |
| SMART Wealth LLC | 0.08% | New | 4,095 | $212K |
| Secure Asset Management, LLC | 0.04% | Add +1.4% | 4,095 | $212K |
| Barnes Wealth Management Group, Inc | 0.14% | New | 4,093 | $212K |
| Woodmont Investment Counsel LLC | 0.02% | New | 4,054 | $210K |
| Consolidated Portfolio Review Corp | 0.03% | New | 4,037 | $209K |
| Delos Wealth Advisors, LLC | 0.16% | New | 4,006 | $207K |
| Ridgecrest Wealth Partners, LLC | 0.11% | Add +2.6% | 4,000 | $207K |
| Selway Asset Management | 0.09% | New | 4,000 | $207K |
| Wesbanco Bank Inc. | 0.01% | New | 4,000 | $207K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 3,973 | $206K |
| Welch Group, LLC | 0.01% | Reduce -24.8% | 3,950 | $205K |
| Balefire, LLC | 0.07% | Reduce -3.6% | 3,923 | $203K |
| Sandy Spring Bank | 0.01% | Add +0.6% | 3,916 | $203K |
| Cascade Financial Partners, LLC | 0.03% | Add +6.7% | 3,886 | $201K |
| Bay Rivers Group | 0.10% | New | 3,865 | $200K |
| Carolinas Wealth Consulting LLC | 0.04% | No change | 3,595 | $186K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 3,483 | $180K |
| N.E.W. Advisory Services LLC | 0.01% | New | 3,453 | $179K |
| Bfsg, LLC | 0.02% | Add +2.8% | 3,287 | $170K |
| Glen Eagle Advisors, LLC | 0.03% | Add +15.6% | 3,090 | $160K |
| Nordwand Advisors, LLC | 0.05% | New | 2,825 | $146K |
| Centerpoint Advisors, LLC | 0.05% | Add +2.0% | 2,756 | $143K |
| BlackRock, Inc. | 0.00% | New | 2,671 | $138K |
| Crewe Advisors LLC | 0.02% | Add +398.2% | 2,536 | $131K |
| Pin Oak Investment Advisors Inc. | 0.09% | Add +33.7% | 1,076 | $118K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 2,275 | $117K |
| National Bank of Canada | 0.00% | No change | 2,220 | $115K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 2,197 | $114K |
| Tidemark, LLC | 0.04% | Add +64.9% | 2,191 | $113K |
| TFC Financial Management, Inc. | 0.02% | New | 2,184 | $113K |
| Beacon Capital Management, LLC | 0.01% | Add +7.8% | 2,127 | $110K |
| Heck Capital Advisors, LLC | 0.01% | No change | 2,035 | $105K |
| NBT Bank, N.A. | 0.01% | No change | 2,000 | $104K |
| Putney Financial Group LLC | 0.10% | Reduce -4.9% | 1,925 | $100K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,882 | $97K |
| VSM Wealth Advisory, LLC | 0.03% | Add +2.1% | 1,869 | $97K |
| Bessemer Group Inc. | 0.00% | Add +15.6% | 1,845 | $96K |
| HighMark Wealth Management LLC | 0.06% | New | 1,825 | $94K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,800 | $93K |
| Cedar Mountain Advisors, LLC | 0.02% | New | 1,723 | $89K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Reduce -12.3% | 1,680 | $87K |
| Hollencrest Capital Management | 0.00% | Add +151.3% | 1,558 | $81K |
| Cape Investment Advisory, Inc. | 0.03% | New | 1,532 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -65.1% | 1,642 | $75K |
| Global Trust Asset Management, LLC | 0.05% | Reduce -54.0% | 1,450 | $75K |
| SouthState Bank Corp | 0.00% | New | 1,400 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 1,375 | $71K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +130.9% | 1,270 | $66K |
| Trust Co. of Vermont | 0.00% | No change | 1,200 | $62K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,182 | $61K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,166 | $60K |
| Financially Speaking Inc | 0.04% | Reduce -99.7% | 1,127 | $58K |
| Front Row Advisors LLC | 0.02% | No change | 1,115 | $58K |
| Longview Financial Advisors LLC | 0.04% | No change | 1,056 | $55K |
| Colonial Trust Co / SC | 0.01% | No change | 1,056 | $55K |
| Bear Mountain Capital, Inc. | 0.02% | Add +31.4% | 1,046 | $54K |
| Roxbury Financial LLC | 0.05% | Add +1.2% | 949 | $53K |
| Wellington Shields & Co., LLC | 0.02% | No change | 1,000 | $52K |
| Blue Trust, Inc. | 0.00% | Add +393.5% | 987 | $51K |
| Sittner & Nelson, LLC | 0.02% | No change | 934 | $48K |
| Roble, Belko & Company, Inc | 0.01% | Add +2.8% | 933 | $48K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -4.2% | 901 | $47K |
| Winch Advisory Services, LLC | 0.01% | No change | 774 | $40K |
| Westside Investment Management, Inc. | 0.01% | Reduce -2.3% | 767 | $40K |
| Transce3nd, LLC | 0.02% | Reduce -31.7% | 751 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +83.0% | 732 | $38K |
| Creekmur Asset Management LLC | 0.01% | Add +2.3% | 725 | $38K |
| CoreCap Advisors, LLC | 0.00% | Add +2.0% | 720 | $37K |
| Heritage Wealth Advisors | 0.00% | No change | 717 | $37K |
| SVB Wealth LLC | 0.00% | New | 703 | $36K |
| Fourth Dimension Wealth, LLC | 0.02% | Add +59.6% | 683 | $35K |
| Capital A Wealth Management, LLC | 0.04% | Add +29.3% | 676 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -8.0% | 664 | $35K |
| Mascoma Wealth Management LLC | 0.01% | New | 650 | $34K |
| Valley National Advisers Inc. | 0.01% | Add +111.3% | 581 | $30K |
| AllSquare Wealth Management LLC | 0.02% | Add +91.6% | 502 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.2% | 501 | $26K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $26K |
| Future Financial Wealth Managment LLC | 0.02% | New | 500 | $26K |
| SJS Investment Consulting Inc. | 0.00% | No change | 491 | $25K |
| First Pacific Financial | 0.01% | New | 475 | $25K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $24K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -17.8% | 434 | $22K |
| Briaud Financial Planning Inc | 0.01% | No change | 409 | $21K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 402 | $21K |
| Asset Dedication, LLC | 0.00% | Add +8.0% | 339 | $18K |
| AlphaCore Capital LLC | 0.00% | New | 326 | $17K |
| Miller Wealth Advisors, LLC | 0.01% | New | 324 | $17K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.03% | New | 301 | $16K |
| Barclays PLC | 0.00% | No change | 290 | $15K |
| Rossby Financial, LCC | 0.01% | New | 237 | $12K |
| Consultiva Wealth Management, Corp. | 0.04% | New | 200 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 200 | $10K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 186 | $10K |
| LGT Financial Advisors LLC | 0.02% | Reduce -37.0% | 145 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +94.4% | 138 | $7K |
| First PREMIER Bank | 0.00% | No change | 144 | $7K |
| 3Chopt Investment Partners, LLC | 0.00% | New | 133 | $7K |
| Mather Group, Llc. | 0.00% | Add +40.0% | 126 | $7K |
| Main Street Group, LTD | 0.00% | No change | 110 | $6K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +168.4% | 102 | $5K |
| Aspect Partners, LLC | 0.00% | New | 100 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $5K |
| Garde Capital, Inc. | 0.00% | New | 100 | $5K |
| ORG Partners LLC | 0.00% | New | 100 | $5K |
| Avion Wealth | 0.00% | No change | 100 | $5K |
| City State Bank | 0.00% | No change | 95 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 94 | $5K |
| Centricity Wealth Management, LLC | 0.00% | No change | 90 | $5K |
| Alpine Bank Wealth Management | 0.00% | — | 85 | $4K |
| GoalVest Advisory LLC | 0.00% | No change | 84 | $4K |
| Financial Management Professionals, Inc. | 0.00% | No change | 72 | $4K |
| Chesapeake Asset Management LLC | 0.00% | Add +3.3% | 63 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | Add +4.1% | 51 | $3K |
| Coston, McIsaac & Partners | 0.00% | New | 46 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 35 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 34 | $2K |
| Virtus Advisers, LLC | 0.00% | New | 33 | $2K |
| Cranbrook Wealth Management, LLC | 0.00% | Reduce -78.5% | 20 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 18 | $932 |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +9.1% | 12 | $608 |
| Operose Advisors LLC | 0.00% | New | 11 | $555 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +12.5% | 9 | $466 |
| Proathlete Wealth Management LLC | 0.00% | New | 3 | $157 |
| Activest Wealth Management | 0.00% | No change | 2 | $86 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.