JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q2 2025 (June 30)805holders +19
91new positions
67sold out
3famous investors
$54.44avg. 13F price*
At the end of Q2 2025, 805 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 19 from Q1 2025. 91 opened new positions and 67 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Morgan Stanley ($1.1B) and LPL Financial LLC ($713.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q2 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 91 | $73.4M |
| Exits | 67 | $121.4M |
All 13F filers, Q1 2025 → Q2 2025: 23,748,410 shares bought and 7,083,879 shares sold, net +16,664,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 805 holders
| JPMorgan Chase & Co. | 0.11% | Add +31.8% | 29,163,134 | $1.6B |
| Morgan Stanley | 0.07% | Add +1.8% | 19,871,597 | $1.1B |
| LPL Financial LLC | 0.24% | Add +20.8% | 13,109,446 | $713.2M |
| Bank of America Corp. | 0.05% | Add +16.0% | 11,136,811 | $605.8M |
| Wells Fargo & Company | 0.09% | Add +11.3% | 7,569,893 | $411.8M |
| Raymond James Financial Inc. | 0.07% | Add +2.5% | 3,913,522 | $212.9M |
| Royal Bank of Canada | 0.04% | Add +23.9% | 3,816,460 | $207.6M |
| UBS Group AG | 0.04% | Add +2.7% | 3,767,295 | $204.9M |
| Ameriprise Financial Inc. | 0.05% | Add +15.5% | 3,693,167 | $201.0M |
| Osaic Holdings, Inc. | 0.35% | Add +10.1% | 3,589,375 | $195.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +3.6% | 3,506,075 | $190.7M |
| Commonwealth Equity Services, LLC | 0.21% | Add +4.2% | 2,859,312 | $155.5M |
| RiverFront Investment Group, LLC | 2.73% | Add +1.8% | 2,575,311 | $140.1M |
| Allworth Financial LP | 0.50% | Add +4.3% | 1,932,166 | $105.1M |
| Cetera Investment Advisers | 0.16% | Add +6.5% | 1,689,508 | $91.9M |
| Stifel Financial Corp. | 0.07% | Add +40.6% | 1,300,787 | $70.8M |
| MML Investors Services, LLC | 0.19% | Add +9.2% | 1,221,602 | $66.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.7% | 1,201,435 | $65.1M |
| Hilton Capital Management, LLC | 4.97% | Add +22.2% | 1,144,011 | $62.2M |
| Janney Montgomery Scott LLC | 0.16% | Add +2.1% | 1,107,341 | $60.2M |
| Avantax Advisory Services, Inc. | 0.31% | Add +6.2% | 1,029,437 | $56.0M |
| Private Advisor Group, LLC | 0.28% | Reduce -7.8% | 963,904 | $52.4M |
| Kestra Advisory Services, LLC | 0.26% | Add +14.2% | 963,763 | $52.4M |
| Capital Advisors Inc. | 0.93% | Add +2.3% | 956,848 | $52.1M |
| Jones Financial Companies LLLP | 0.04% | Add +91.0% | 904,300 | $49.1M |
| HighTower Advisors, LLC | 0.06% | Add +7.6% | 899,076 | $48.9M |
| Lebenthal Global Advisors, LLC | 8.63% | Add +18.0% | 849,349 | $46.2M |
| Apollon Wealth Management, LLC | 0.83% | Reduce -23.6% | 774,032 | $42.1M |
| Cwm, LLC | 0.14% | Reduce -2.4% | 705,084 | $38.4M |
| Franklin Resources Inc. | 0.01% | Add +66.0% | 702,445 | $38.2M |
| SBI Securities Co., Ltd. | 1.07% | Add +29.4% | 683,996 | $37.2M |
| Baird Financial Group, Inc. | 0.06% | Add +14.1% | 639,032 | $34.8M |
| Equitable Holdings, Inc. | 0.28% | Add +11.3% | 633,262 | $34.4M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.3% | 628,401 | $34.2M |
| Rockefeller Capital Management L.P. | 0.07% | Add +4.2% | 605,657 | $33.5M |
| Signature Estate & Investment Advisors LLC | 0.73% | Add +20.6% | 585,233 | $31.8M |
| Mariner, LLC | 0.05% | Add +8.7% | 574,739 | $31.3M |
| Truist Financial Corp. | 0.04% | Reduce -18.6% | 549,804 | $29.9M |
| Cary Street Partners Financial LLC | 0.83% | Add +5.7% | 543,050 | $29.5M |
| Steward Partners Investment Advisory, LLC | 0.23% | Reduce -8.6% | 537,143 | $29.2M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +15.2% | 488,640 | $26.6M |
| NewEdge Advisors, LLC | 0.13% | Add +61.8% | 475,953 | $25.9M |
| Hilltop Wealth Advisors, LLC | 14.23% | Add +6.8% | 465,775 | $25.3M |
| Howard Capital Management, LLC | 0.37% | Add +21.7% | 458,264 | $24.9M |
| Wealth Advisors of Iowa, LLC | 9.21% | Add +536.0% | 453,041 | $24.6M |
| Quadrature Capital Ltd | 0.42% | Add +4392.6% | 452,088 | $24.6M |
| Teamwork Financial Advisors, LLC | 3.01% | Reduce -19.2% | 451,024 | $24.5M |
| Magnus Financial Group LLC | 2.16% | Add +541.1% | 450,808 | $24.5M |
| James Reed Financial Services, Inc. | 21.12% | Add +8.4% | 427,767 | $23.3M |
| Two Sigma Investments, LP | 0.04% | Add +1932.2% | 404,400 | $22.0M |
| Lee Johnson Capital Management, LLC | 7.52% | Add +35.3% | 401,531 | $21.8M |
| Susquehanna International Group, LLP | 0.03% | Reduce -20.6% | 387,429 | $21.1M |
| Focus Partners Wealth | 0.05% | Add +25.8% | 382,228 | $20.8M |
| MADDEN SECURITIES Corp | 7.01% | Add +1.2% | 377,556 | $20.5M |
| Cornerstone Advisory, LLC | 2.20% | Add +6.8% | 376,601 | $20.5M |
| Atria Wealth Solutions, Inc. | 0.41% | Reduce -45.3% | 332,834 | $18.1M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -12.0% | 323,218 | $17.6M |
| Aventura Private Wealth, LLC | 7.57% | Add +31.6% | 321,411 | $17.5M |
| Westwood Holdings Group Inc. | 0.13% | Add +7.4% | 320,418 | $17.4M |
| Marshall Financial Group, LLC | 3.33% | Add +5.0% | 314,165 | $17.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +10.6% | 287,571 | $15.6M |
| Independent Financial Group, LLC | 0.42% | Reduce -4.6% | 283,161 | $15.4M |
| Wealthfront Advisers LLC | 0.04% | Add +27.3% | 273,244 | $14.9M |
| Marshall Wace, LLP | 0.02% | New | 271,414 | $14.8M |
| Ellis Investment Partners, LLC | 2.85% | Add +2.0% | 269,227 | $14.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +71.3% | 268,571 | $14.6M |
| Graypoint LLC | 0.79% | Reduce -14.9% | 258,959 | $14.1M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +1.4% | 252,941 | $13.8M |
| Eldridge Investment Advisors, Inc. | 2.86% | Add +3.7% | 254,129 | $13.7M |
| &partners | 0.11% | Add +33.3% | 251,698 | $13.7M |
| Financial Partners Group, Inc | 1.89% | Add +14.1% | 250,976 | $13.7M |
| Argent Trust Co | 0.51% | Add +4.3% | 248,026 | $13.5M |
| Waverly Advisors, LLC | 0.15% | Add +4.3% | 246,970 | $13.4M |
| HUB Investment Partners, LLC | 0.47% | Add +12.9% | 246,772 | $13.4M |
| Traynor Capital Management, Inc. | 0.92% | Add +253.0% | 241,619 | $13.0M |
| Centurion Wealth Management LLC | 3.64% | Add +21.3% | 233,630 | $12.7M |
| Tradition Wealth Management, LLC | 0.97% | Add +3.3% | 223,689 | $12.2M |
| Kintra Wealth, LLC | 7.25% | Reduce -1.8% | 221,366 | $12.0M |
| Pine Valley Investments Ltd Liability Co | 0.69% | Add +3.7% | 214,409 | $11.7M |
| WNY Asset Management, LLC | 1.27% | Reduce -48.8% | 212,524 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +17.6% | 211,671 | $11.5M |
| Prospera Financial Services Inc | 0.21% | Add +7.5% | 202,930 | $11.0M |
| Rothschild Investment LLC | 0.69% | Add +194.9% | 201,234 | $10.9M |
| Vienna Asset Management LLC | 7.47% | Add +17.6% | 199,311 | $10.8M |
| Beacon Financial Advisory LLC | 2.62% | Add +4.5% | 186,009 | $10.1M |
| Cambridge Advisors Inc. | 2.07% | Reduce -1.3% | 181,623 | $9.9M |
| Mountain Capital Investment Advisors Inc. | 1.83% | Reduce -2.2% | 177,397 | $9.5M |
| Apexium Financial, LP | 0.50% | Add +45.8% | 174,161 | $9.5M |
| Compass Financial Services Inc | 4.57% | Reduce -21.1% | 173,629 | $9.4M |
| Mgo One Seven LLC | 0.30% | Add +2.9% | 172,809 | $9.4M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Reduce -7.3% | 170,431 | $9.3M |
| Lighthouse Financial LLC | 7.02% | Reduce -1.8% | 168,654 | $9.2M |
| Venture Visionary Partners LLC | 0.34% | Add +60.6% | 167,391 | $9.1M |
| Three Magnolias Financial Advisors, LLC | 6.23% | Add +44.4% | 164,495 | $8.9M |
| Wick Capital Partners, LLC | 2.32% | Reduce -70.8% | 59,186 | $8.9M |
| AdvisorNet Financial, Inc | 0.57% | Add +146.6% | 162,880 | $8.9M |
| Kingsview Wealth Management, LLC | 0.15% | Add +21.1% | 161,199 | $8.8M |
| Coastal Bridge Advisors, LLC | 0.73% | Add +0.7% | 161,006 | $8.8M |
| Stephens Inc. | 0.12% | Add +12.4% | 159,558 | $8.7M |
| MBL Wealth, LLC | 0.81% | Reduce -31.2% | 154,849 | $8.4M |
| Principal Securities, Inc. | 0.16% | Add +37.6% | 152,722 | $8.3M |
| Comerica Bank | 0.03% | Add +20.7% | 152,312 | $8.3M |
| ADG Wealth Management Group, LLC | 7.05% | Add +13.3% | 152,249 | $8.3M |
| Childress Capital Advisors, LLC | 2.02% | Reduce -17.7% | 147,639 | $8.0M |
| West Michigan Advisors, LLC | 2.22% | Add +6.2% | 144,432 | $7.9M |
| Larson Financial Group LLC | 0.31% | Add +81.3% | 144,043 | $7.8M |
| Bernardo Wealth Planning LLC | 1.69% | Add +5.6% | 143,435 | $7.8M |
| Morse Asset Management, Inc | 1.73% | Add +44.4% | 143,292 | $7.8M |
| Principle Wealth Partners LLC | 0.48% | Add +20.9% | 142,058 | $7.7M |
| Sandbox Financial Partners, LLC | 2.39% | Add +5.3% | 139,472 | $7.6M |
| New Wave Wealth Advisors LLC | 3.12% | Add +25.0% | 134,890 | $7.3M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +9.3% | 133,580 | $7.3M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +8.9% | 131,581 | $7.2M |
| New England Private Wealth Advisors LLC | 1.04% | Add +3.3% | 128,949 | $7.1M |
| NFSG Corp | 1.15% | Reduce -15.4% | 130,145 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.22% | Reduce -3.3% | 129,696 | $7.1M |
| Gladstone Institutional Advisory LLC | 0.29% | Add +555.9% | 128,057 | $7.0M |
| Armor Investment Advisors, LLC | 2.62% | Reduce -2.8% | 127,973 | $7.0M |
| FRG Family Wealth Advisors LLC | 1.18% | Add +6.8% | 125,177 | $6.8M |
| AlphaStar Capital Management, LLC | 0.48% | Add +2613.7% | 124,126 | $6.8M |
| Members Advisory Group LLC | 2.49% | Add +3.4% | 121,932 | $6.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +15.5% | 120,495 | $6.6M |
| Carr Financial Group Corp | 1.92% | Reduce -8.7% | 119,665 | $6.5M |
| IVC Wealth Advisors LLC | 3.14% | Add +17.3% | 118,255 | $6.4M |
| Forefront Wealth Management Inc. | 5.13% | Add +45.9% | 117,618 | $6.4M |
| Capital Analysts, LLC | 0.21% | Add +3.4% | 116,700 | $6.3M |
| Thoroughbred Financial Services, LLC | 0.44% | Add +35.8% | 115,529 | $6.3M |
| Beck Capital Management, LLC | 1.56% | Reduce -14.0% | 114,796 | $6.2M |
| Guided Capital Wealth Management, LLC | 4.74% | Reduce -0.6% | 113,207 | $6.2M |
| Farther Finance Advisors, LLC | 0.12% | Add +5.8% | 112,368 | $6.1M |
| Kennedy Investment Group, Inc. | 2.54% | Add +13.0% | 109,772 | $6.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -4.8% | 109,503 | $6.0M |
| Foresight Capital Management Advisors, Inc. | 3.41% | Add +10.3% | 107,707 | $5.9M |
| Eagle Bluffs Wealth Management LLC | 2.78% | Add +3.0% | 107,473 | $5.8M |
| MTM Financial Group, LLC | 3.15% | New | 106,595 | $5.8M |
| Garden State Investment Advisory Services LLC | 1.54% | Add +1.3% | 104,442 | $5.7M |
| Blair William & Co. | 0.02% | Reduce -5.9% | 104,435 | $5.7M |
| Delta Investment Management, LLC | 1.07% | Reduce -3.6% | 102,802 | $5.6M |
| Milestone Asset Management, LLC | 1.16% | Add +12.3% | 101,173 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +20.6% | 99,433 | $5.4M |
| Belpointe Asset Management LLC | 0.22% | Add +18.0% | 98,599 | $5.4M |
| 21 West Wealth Management LLC | 5.37% | — | 97,766 | $5.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.61% | Reduce -6.0% | 97,715 | $5.3M |
| Centaurus Financial, Inc. | 0.30% | Add +16.4% | 94,658 | $5.1M |
| Trinity Legacy Partners, LLC | 1.25% | Add +4.9% | 93,962 | $5.1M |
| Intrepid Financial Planning Group LLC | 2.15% | Add +9.7% | 93,859 | $5.1M |
| Krilogy Financial LLC | 0.29% | Reduce -10.6% | 93,445 | $5.1M |
| Brookstone Capital Management | 0.07% | Add +3.7% | 92,097 | $5.0M |
| StoneCrest Wealth Management, Inc. | 2.37% | Add +3.1% | 91,619 | $5.0M |
| Ergawealth Advisors, Inc. | 2.24% | Add +7.9% | 91,530 | $5.0M |
| Ulland Investment Advisors, LLC | 4.07% | Add +19.8% | 91,372 | $5.0M |
| Foguth Wealth Management, LLC. | 1.06% | Add +72.6% | 91,126 | $5.0M |
| HSBC Holdings PLC | 0.00% | New | 90,873 | $4.9M |
| Signal Advisors Wealth, LLC | 0.38% | Add +71.3% | 89,874 | $4.9M |
| Ignite Planners, LLC | 0.85% | Reduce -1.5% | 89,039 | $4.9M |
| Kingswood Wealth Advisors, LLC | 0.38% | Reduce -1.1% | 88,447 | $4.8M |
| Lake Street Private Wealth, LLC | 0.69% | Add +3.0% | 88,380 | $4.8M |
| Chicago Partners Investment Group LLC | 0.14% | Add +69.0% | 87,027 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +31.0% | 87,061 | $4.7M |
| Creative Planning | 0.00% | Reduce -16.5% | 86,540 | $4.7M |
| Advisory Resource Group | 0.90% | Add +9.4% | 86,301 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.0% | 85,969 | $4.7M |
| Visionary Wealth Advisors | 0.24% | Reduce -15.5% | 84,685 | $4.6M |
| Sheets Smith Investment Management | 4.00% | New | 83,771 | $4.6M |
| High Net Worth Advisory Group LLC | 1.20% | Reduce -4.0% | 83,460 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.0% | 83,331 | $4.5M |
| Benjamin Edwards Inc. | 0.06% | Add +14.4% | 82,028 | $4.5M |
| Wedbush Securities Inc. | 0.15% | Reduce -14.2% | 80,294 | $4.4M |
| Palacios Wealth Management, LLC | 3.57% | Reduce -13.4% | 79,905 | $4.3M |
| Greater Midwest Financial Group, LLC | 3.32% | New | 79,819 | $4.3M |
| International Assets Investment Management, LLC | 0.35% | Add +15.5% | 79,481 | $4.3M |
| Good Life Advisors, LLC | 0.27% | Add +29.1% | 78,966 | $4.3M |
| Park Avenue Securities LLC | 0.04% | Add +27.0% | 78,806 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.35% | Add +11.2% | 78,486 | $4.3M |
| Mayfair Advisory Group, LLC | 1.95% | Reduce -4.2% | 74,948 | $4.1M |
| Axxcess Wealth Management, LLC | 0.10% | Add +21.0% | 75,404 | $4.1M |
| D.A. Davidson & Co. | 0.03% | Add +36.0% | 74,670 | $4.1M |
| Assetmark, Inc. | 0.01% | Add +20.7% | 73,954 | $4.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +73.5% | 73,713 | $4.0M |
| Silver Oak Securities, Incorporated | 0.33% | Add +5.8% | 73,694 | $4.0M |
| Mutual Advisors, LLC | 0.10% | Add +30.7% | 72,736 | $4.0M |
| Gries Financial LLC | 0.73% | Add +8.9% | 73,562 | $4.0M |
| NWF Advisory Services Inc. | 0.48% | Reduce -28.6% | 73,559 | $4.0M |
| Avior Wealth Management, LLC | 0.14% | Add +23.8% | 72,987 | $4.0M |
| Geneos Wealth Management Inc. | 0.10% | Add +72.5% | 72,778 | $4.0M |
| Cadence Bank | 0.26% | Add +35.5% | 72,752 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +1248.5% | 72,696 | $4.0M |
| Arkadios Wealth Advisors | 0.12% | Add +26.9% | 72,669 | $4.0M |
| RPg Family Wealth Advisory, LLC | 1.05% | New | 72,316 | $3.9M |
| Mechanics Bank Trust Department | 0.56% | Add +55.1% | 71,872 | $3.9M |
| Trajan Wealth LLC | 0.19% | Reduce -4.7% | 70,742 | $3.8M |
| Princeton Global Asset Management LLC | 0.68% | Add +2.7% | 69,141 | $3.8M |
| Prevail Innovative Wealth Advisors, LLC | 0.84% | Reduce -28.2% | 68,783 | $3.7M |
| Pinnacle Associates Ltd. | 0.05% | Add +32.9% | 68,517 | $3.7M |
| Semus Wealth Partners LLC | 2.39% | Add +4.1% | 67,689 | $3.7M |
| Sheets Smith Wealth Management | 0.43% | Add +113.8% | 67,147 | $3.7M |
| Sigma Planning Corp | 0.11% | Reduce -4.0% | 66,621 | $3.6M |
| SlateStone Wealth, LLC | 0.34% | Add +0.3% | 66,490 | $3.6M |
| SeaCrest Wealth Management, LLC | 0.39% | Add +19.1% | 65,613 | $3.6M |
| Spire Wealth Management | 0.13% | Reduce -6.1% | 65,424 | $3.6M |
| Harbour Investments, Inc. | 0.09% | Add +15.8% | 64,307 | $3.5M |
| Flagstar Securities, Inc. | 0.96% | Add +7.8% | 63,923 | $3.5M |
| Kingstone Capital Partners Texas, LLC | 2.26% | Reduce -26.1% | 63,695 | $3.5M |
| PFG Investments, LLC | 0.20% | Add +133.5% | 62,322 | $3.4M |
| Onyx Bridge Wealth Group LLC | 0.45% | Add +9.6% | 62,277 | $3.4M |
| Herbst Group, LLC | 2.03% | Add +4.2% | 62,191 | $3.4M |
| DAVENPORT & Co LLC | 0.02% | Reduce -8.6% | 60,924 | $3.3M |
| Wagner Wealth Management, LLC | 0.75% | Add +23.9% | 60,443 | $3.3M |
| Smith, Moore & Co. | 0.27% | Reduce -6.1% | 58,857 | $3.2M |
| Hibernia Wealth Partners, LLC | 1.16% | Add +256.0% | 58,253 | $3.2M |
| Maia Wealth LLC | 0.60% | Add +8.7% | 58,188 | $3.2M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -3.3% | 58,001 | $3.2M |
| Perennial Investment Advisors, LLC | 0.30% | Add +6.4% | 57,285 | $3.1M |
| Tyler-Stone Wealth Management | 0.50% | Reduce -8.9% | 56,925 | $3.1M |
| Sunpointe, LLC | 1.22% | Add +35.7% | 56,530 | $3.1M |
| Turn8 Private Wealth Inc. | 2.22% | No change | 56,500 | $3.1M |
| JT Stratford LLC | 0.47% | Add +4.8% | 56,390 | $3.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.25% | Add +25.0% | 56,182 | $3.1M |
| HBW Advisory Services LLC | 0.38% | Reduce -5.2% | 56,008 | $3.0M |
| Crescent Grove Advisors, LLC | 0.29% | Add +36.0% | 55,052 | $3.0M |
| Prosperity Financial Group, Inc. | 1.26% | Add +6.8% | 54,595 | $3.0M |
| Flynn Zito Capital Management, LLC | 1.24% | Add +9.3% | 53,937 | $2.9M |
| Retirement Guys Formula LLC | 1.10% | Add +17.4% | 53,309 | $2.9M |
| Money Concepts Capital Corp. | 0.19% | Reduce -10.1% | 52,613 | $2.9M |
| M Holdings Securities, Inc. | 0.48% | Add +75.9% | 51,902 | $2.8M |
| Purus Wealth Management, LLC | 0.97% | Add +0.2% | 51,177 | $2.8M |
| Integrity Alliance, Llc. | 0.15% | Reduce -26.5% | 50,802 | $2.8M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -16.9% | 50,650 | $2.8M |
| San Luis Wealth Advisors LLC | 0.59% | Add +6.5% | 50,236 | $2.7M |
| Sloy Dahl & Holst, LLC | 0.38% | Add +8.1% | 49,919 | $2.7M |
| Capstone Wealth Management Group LLC | 1.95% | Reduce -11.0% | 49,194 | $2.7M |
| Summit Wealth Partners, LLC | 0.51% | Add +21.5% | 49,185 | $2.7M |
| Ring Mountain Capital, LLC | 1.63% | Add +19.0% | 48,821 | $2.7M |
| 4WEALTH Advisors, Inc. | 2.71% | Add +0.8% | 47,863 | $2.6M |
| Sowell Financial Services LLC | 0.11% | Add +8.5% | 47,785 | $2.6M |
| Goldstone Financial Group, LLC | 0.33% | Add +3.3% | 46,330 | $2.5M |
| Verity Asset Management, Inc. | 1.19% | Add +61.7% | 45,890 | $2.5M |
| Westbourne Investments, Inc. | 1.30% | Add +7.6% | 44,930 | $2.4M |
| ZEGA Investments, LLC | 0.61% | Add +2.2% | 44,351 | $2.4M |
| Concorde Financial Corp | 1.43% | Reduce -1.4% | 44,315 | $2.4M |
| Moloney Securities Asset Management, LLC | 0.30% | New | 44,056 | $2.4M |
| Lifestyle Asset Management, Inc. | 1.10% | Reduce -28.1% | 43,388 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Reduce -0.2% | 42,583 | $2.3M |
| American Trust | 0.22% | Add +260.8% | 42,492 | $2.3M |
| Littlejohn Financial Services, Inc. | 1.78% | Reduce -0.9% | 42,398 | $2.3M |
| D'Orazio & Associates, Inc. | 0.32% | Add +0.1% | 42,148 | $2.3M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -53.4% | 41,928 | $2.3M |
| Investment Advisory Services Inc. /TX | 0.76% | Add +1.5% | 41,768 | $2.3M |
| SteelPeak Wealth, LLC | 0.09% | Add +3.0% | 41,628 | $2.3M |
| Generation Capital Management LLC | 1.78% | Add +302.9% | 41,274 | $2.2M |
| Gill Capital Partners, LLC | 0.72% | Add +20.5% | 41,039 | $2.2M |
| TrueWealth Advisors, LLC | 0.66% | Add +6.0% | 40,790 | $2.2M |
| FWG Holdings, LLC | 1.04% | Reduce -74.3% | 40,364 | $2.2M |
| PDS Planning, Inc | 0.16% | Add +2.0% | 40,197 | $2.2M |
| KFG Wealth Management, LLC | 0.35% | Add +27.8% | 40,183 | $2.2M |
| Planning Directions Inc. | 1.23% | Add +1.9% | 40,182 | $2.2M |
| M.E. Allison & Co., Inc. | 1.76% | Add +133.1% | 40,167 | $2.2M |
| Richard W. Paul & Associates, LLC | 0.78% | Add +6.5% | 39,838 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +35.6% | 39,837 | $2.2M |
| Whipplewood Advisors, LLC | 1.19% | Add +1285.3% | 39,801 | $2.2M |
| Bellevue Asset Management, LLC | 1.05% | Reduce -0.2% | 39,521 | $2.1M |
| Fiduciary Alliance LLC | 0.16% | Add +21.2% | 39,208 | $2.1M |
| Chung Wu Investment Group, LLC | 2.21% | Reduce -5.3% | 38,986 | $2.1M |
| Clarity Wealth Advisors, LLC | 0.52% | Add +10.6% | 38,912 | $2.1M |
| Paladin Advisory Group, LLC | 1.61% | Reduce -12.9% | 38,852 | $2.1M |
| Anderson Financial Strategies, LLC | 1.34% | Add +0.6% | 38,666 | $2.1M |
| Modus Advisors, LLC | 0.62% | Add +3.4% | 38,550 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +119.7% | 38,441 | $2.1M |
| Global Assets Advisory, LLC | 0.82% | Reduce -58.6% | 38,860 | $2.1M |
| VestGen Advisors, LLC | 0.08% | Reduce -7.8% | 38,395 | $2.1M |
| Transcend Capital Advisors, LLC | 0.16% | Reduce -13.6% | 38,104 | $2.1M |
| Perissos Private Wealth Management, LLC | 1.64% | Add +8.8% | 38,074 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | — | 38,025 | $2.1M |
| Level Four Advisory Services, LLC | 0.08% | Add +161.6% | 37,649 | $2.0M |
| Lifeworks Advisors, LLC | 0.30% | Add +354.6% | 37,317 | $2.0M |
| Anchor Capital Management Group Inc | 0.94% | No change | 37,000 | $2.0M |
| Quantinno Capital Management LP | 0.01% | New | 36,770 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -3.1% | 36,492 | $2.0M |
| Marks Wealth, LLC | 0.64% | Add +45.0% | 36,204 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.80% | Reduce -3.1% | 35,974 | $2.0M |
| Saxony Capital Management, LLC | 1.49% | Add +12.6% | 35,696 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.4% | 35,665 | $1.9M |
| Resurgent Financial Advisors LLC | 1.06% | Add +26.4% | 35,513 | $1.9M |
| Advisory Services Network, LLC | 0.03% | Add +46.9% | 34,613 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.25% | Add +9.3% | 34,785 | $1.9M |
| Bridgewealth Advisory Group, LLC | 0.48% | Add +369.5% | 34,730 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +23.9% | 34,588 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +9.2% | 34,441 | $1.9M |
| Colonial River Investments, LLC | 0.81% | Add +24.6% | 34,451 | $1.9M |
| IFP Advisors, Inc | 0.05% | Add +26.3% | 34,089 | $1.9M |
| Investor's Fiduciary Advisor Network, LLC | 0.68% | Add +22.9% | 33,820 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +162.4% | 33,598 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.1% | 33,341 | $1.8M |
| Herold Advisors, Inc. | 0.38% | Add +17.6% | 33,277 | $1.8M |
| Drive Wealth Management, LLC | 0.40% | Add +13.4% | 33,256 | $1.8M |
| PFG Advisors | 0.08% | Reduce -39.5% | 33,096 | $1.8M |
| Secured Retirement Advisors, LLC | 1.07% | Reduce -2.2% | 32,950 | $1.8M |
| Security National Bank | 0.31% | Add +14.0% | 32,442 | $1.8M |
| Nwam LLC | 0.10% | Reduce -18.6% | 31,966 | $1.8M |
| Smartleaf Asset Management LLC | 0.15% | Reduce -20.1% | 32,385 | $1.8M |
| Tucker Asset Management LLC | 0.56% | Add +2.0% | 32,044 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.13% | Add +20.8% | 31,816 | $1.7M |
| RFG Advisory, LLC | 0.04% | Add +79.2% | 31,674 | $1.7M |
| Koshinski Asset Management, Inc. | 0.13% | Add +49.0% | 31,538 | $1.7M |
| Daymark Wealth Partners, LLC | 0.06% | Add +13.1% | 31,363 | $1.7M |
| Confluence Wealth Services, Inc. | 0.09% | Add +5.3% | 31,178 | $1.7M |
| Oxinas Partners, LLC | 0.87% | Reduce -0.0% | 31,125 | $1.7M |
| ORBA Wealth Advisors, L.L.C. | 1.53% | Reduce -46.1% | 30,942 | $1.7M |
| Empire Financial Management Company, LLC | 0.48% | No change | 30,885 | $1.7M |
| Wealth Effects LLC | 0.62% | Reduce -2.1% | 30,687 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Add +19.1% | 30,627 | $1.7M |
| Sulzberger Capital Advisors, Inc. | 1.94% | Reduce -24.0% | 30,528 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -36.9% | 30,439 | $1.7M |
| Continuum Advisory, LLC | 0.20% | Reduce -2.2% | 30,391 | $1.7M |
| Chapin Davis, Inc. | 0.45% | Add +22.2% | 30,226 | $1.6M |
| IFG Advisory, LLC | 0.08% | Add +0.6% | 29,742 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -9.1% | 29,685 | $1.6M |
| Marshall & Sterling Wealth Advisors Inc. | 1.09% | Reduce -8.2% | 29,528 | $1.6M |
| Cora Capital Advisors LLC | 0.71% | Add +8.0% | 29,342 | $1.6M |
| Institute for Wealth Management, LLC. | 0.18% | Add +179.3% | 29,328 | $1.6M |
| McDonald Partners LLC | 0.38% | Add +0.9% | 29,197 | $1.6M |
| Haverford Trust Co | 0.01% | No change | 28,454 | $1.5M |
| Florida Financial Advisors, LLC | 0.37% | Add +61.6% | 28,415 | $1.5M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +20.9% | 28,386 | $1.5M |
| FNY Investment Advisers, LLC | 0.67% | Add +51.1% | 28,367 | $1.5M |
| CPC Advisors, LLC | 0.19% | Add +1.2% | 28,201 | $1.5M |
| StoneX Group Inc. | 0.07% | Add +22.1% | 28,011 | $1.5M |
| Evolution Wealth Advisors, LLC | 0.22% | Reduce -34.7% | 27,940 | $1.5M |
| LRI Investments, LLC | 0.13% | Add +12.1% | 27,900 | $1.5M |
| FAS Wealth Partners, Inc. | 0.11% | New | 27,885 | $1.5M |
| Safeguard Investment Advisory Group, LLC | 0.37% | Add +273.6% | 27,509 | $1.5M |
| Sunbelt Securities, Inc. | 0.13% | Reduce -18.8% | 26,224 | $1.5M |
| NCP Inc. | 1.37% | Reduce -3.4% | 26,755 | $1.5M |
| Kovack Advisors, Inc. | 0.14% | Add +61.2% | 26,556 | $1.4M |
| LexAurum Advisors, LLC | 0.23% | Add +37.4% | 26,424 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Add +31.1% | 26,372 | $1.4M |
| Scotia Capital Inc. | 0.01% | Add +39.0% | 25,946 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -8.9% | 25,943 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -51.1% | 25,766 | $1.4M |
| Investment Planning Advisors, Inc. | 0.49% | Reduce -25.9% | 25,409 | $1.4M |
| Pure Financial Advisors, LLC | 0.02% | Add +133.8% | 25,310 | $1.4M |
| Integrated Advisors Network LLC | 0.06% | Add +39.8% | 24,801 | $1.3M |
| Beacon Financial Planning, Inc. | 0.75% | Reduce -3.1% | 24,621 | $1.3M |
| Kraematon Investment Advisors, Inc. | 1.25% | Add +0.5% | 24,264 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.49% | Add +39.6% | 24,164 | $1.3M |
| Coppell Advisory Solutions LLC | 0.16% | New | 24,156 | $1.3M |
| Caerus Investment Advisors, LLC | 1.22% | Reduce -52.9% | 23,454 | $1.3M |
| Hexagon Capital Partners LLC | 0.28% | Add +60.1% | 23,235 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.27% | Add +15.8% | 22,994 | $1.3M |
| HB Wealth Management, LLC | 0.01% | Add +22.0% | 22,705 | $1.2M |
| Newport Capital Group, LLC | 0.84% | Reduce -2.5% | 22,688 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -0.9% | 22,211 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -25.9% | 22,210 | $1.2M |
| Steele Capital Management, Inc. | 0.06% | Reduce -14.9% | 21,863 | $1.2M |
| Ping Capital Management, Inc. | 0.67% | New | 21,700 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.3% | 21,362 | $1.2M |
| AQR Capital Management | 0.00% | Add +196.6% | 21,279 | $1.2M |
| Yukon Wealth Management, Inc. | 0.41% | Reduce -14.8% | 21,003 | $1.1M |
| Silverlake Wealth Management LLC | 0.34% | Add +17.4% | 20,996 | $1.1M |
| Frontier Asset Management, LLC | 0.31% | Reduce -10.0% | 20,974 | $1.1M |
| MBA Advisors LLC | 0.53% | Add +1.6% | 20,953 | $1.1M |
| Concord Asset Management, LLC | 0.17% | New | 20,831 | $1.1M |
| Concord Wealth Partners | 0.17% | Reduce -20.5% | 20,831 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 20,762 | $1.1M |
| Tempus Wealth Planning, LLC | 0.28% | Add +2.8% | 20,563 | $1.1M |
| Procyon Advisors, LLC | 0.11% | Add +1.9% | 20,547 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 20,494 | $1.1M |
| HBK Sorce Advisory LLC | 0.03% | Add +33.5% | 20,278 | $1.1M |
| BlackDiamond Wealth Management, LLC | 0.63% | New | 20,148 | $1.1M |
| Moors & Cabot, Inc. | 0.05% | Add +10.1% | 19,862 | $1.1M |
| Intrua Financial, LLC | 0.15% | Reduce -51.7% | 19,730 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.32% | Add +18.6% | 19,524 | $1.1M |
| Focused Wealth Management, Inc | 0.13% | Add +58.7% | 19,418 | $1.1M |
| Cahill Financial Advisors Inc. | 0.13% | Add +3.0% | 19,348 | $1.1M |
| NCM Capital Management, LLC | 0.43% | Add +20.2% | 19,299 | $1.1M |
| Tactive Advisors, LLC | 0.34% | — | 19,300 | $1.0M |
| Midwest Trust Co | 0.01% | — | 19,218 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +27.7% | 19,178 | $1.0M |
| Smallwood Wealth Investment Management, LLC | 0.59% | Add +39.6% | 18,872 | $1.0M |
| Cooper Financial Group | 0.12% | Add +2.6% | 18,872 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +2.4% | 18,864 | $1.0M |
| Diversify Wealth Management, LLC | 0.06% | Add +16.2% | 18,393 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +10.5% | 18,738 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.32% | Add +4.8% | 18,647 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Add +12.3% | 18,590 | $1.0M |
| Slagle Financial, LLC | 0.41% | New | 18,509 | $1.0M |
| Owen LaRue, LLC | 0.43% | Reduce -43.7% | 18,449 | $1.0M |
| Millennium Capital Advisors, LLC | 0.66% | Add +2.1% | 18,213 | $991K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.0% | 18,187 | $989K |
| Round Rock Advisors LLC | 0.17% | Add +9.8% | 18,100 | $985K |
| NewEdge Wealth, LLC | 0.02% | Reduce -47.3% | 17,847 | $981K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -27.3% | 18,022 | $980K |
| Frederick Financial Consultants, LLC | 0.61% | Add +9.2% | 17,919 | $975K |
| Asset Allocation Strategies LLC | 0.21% | Add +5.2% | 17,827 | $970K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +1.3% | 17,784 | $967K |
| Coordinated Financial Services, Inc. | 0.67% | — | 17,617 | $958K |
| Strategic Financial Concepts, LLC | 0.13% | Reduce -7.7% | 17,380 | $945K |
| Advance Capital Management, Inc. | 0.04% | Add +23.4% | 17,142 | $933K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 17,118 | $931K |
| Abel Hall, LLC | 0.43% | New | 17,100 | $930K |
| CVA Family Office, LLC | 0.13% | Add +3.7% | 17,096 | $930K |
| J.Safra Asset Management Corp | 0.06% | New | 17,070 | $929K |
| Comprehensive Financial Planning, Inc. | 0.73% | Add +6.7% | 17,041 | $927K |
| Innovative Advisory Group, LLC | 0.79% | Add +29.9% | 17,030 | $926K |
| Nautilus Advisors LLC | 0.67% | Reduce -7.3% | 16,897 | $919K |
| Novem Group | 0.12% | Add +5.3% | 16,839 | $916K |
| Johnson & White Wealth Management, LLC | 0.45% | Add +0.7% | 16,578 | $902K |
| Western Wealth Management, LLC | 0.05% | Reduce -16.6% | 16,354 | $890K |
| Aft, Forsyth & Company, Inc. | 0.46% | Add +27.9% | 16,336 | $889K |
| Tandem Financial, LLC | 0.83% | Reduce -1.6% | 16,304 | $887K |
| OneDigital Investment Advisors LLC | 0.01% | Add +28.6% | 16,297 | $887K |
| Consilium Wealth Advisory, LLC | 0.37% | Add +1.6% | 16,232 | $883K |
| Bell Bank | 0.04% | Reduce -1.8% | 16,187 | $881K |
| Claris Financial LLC | 0.66% | New | 16,118 | $877K |
| TCFG Wealth Management, LLC | 0.40% | New | 16,100 | $876K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -94.1% | 16,094 | $875K |
| Natixis Advisors, LLC | 0.00% | New | 16,064 | $874K |
| Citadel Advisors | 0.00% | Add +15.5% | 15,936 | $867K |
| Stonebridge Financial Group, LLC | 0.08% | Reduce -2.7% | 15,923 | $866K |
| Jane Street Group, LLC | 0.00% | New | 15,813 | $860K |
| GeoWealth Management, LLC | 0.03% | Reduce -3.7% | 15,812 | $860K |
| Wesbanco Bank Inc. | 0.03% | Add +294.3% | 15,770 | $858K |
| Helium Advisors LLC | 0.54% | Add +43.0% | 15,764 | $858K |
| Red Crane Wealth Management, LLC | 0.78% | Reduce -16.6% | 15,650 | $851K |
| Atlantic Union Bankshares Corp | 0.02% | New | 15,638 | $851K |
| Innovative Wealth Building LLC | 0.70% | Add +24.7% | 15,536 | $845K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -30.8% | 15,340 | $834K |
| Annex Advisory Services, LLC | 0.02% | Reduce -0.0% | 15,174 | $825K |
| TD Waterhouse Canada Inc. | 0.01% | Add +9.4% | 15,271 | $822K |
| Insigneo Advisory Services, LLC | 0.07% | Add +19.7% | 15,087 | $821K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -6.1% | 15,048 | $819K |
| World Investment Advisors | 0.02% | Reduce -10.0% | 15,039 | $818K |
| Zions Bancorporation, National Association | 0.04% | No change | 15,000 | $816K |
| Redwood Financial Network Corp | 0.55% | Add +28.1% | 14,840 | $807K |
| Tritonpoint Wealth, LLC | 0.07% | Add +4.4% | 14,824 | $806K |
| Latitude Advisors, LLC | 0.41% | Add +57.6% | 14,811 | $806K |
| Wealth Management Partners, LLC | 0.28% | Add +243.4% | 14,840 | $802K |
| Clay Northam Wealth Management, LLC | 0.50% | Reduce -0.3% | 14,509 | $789K |
| Soundwatch Capital LLC | 0.13% | New | 1,741 | $789K |
| Pasadena Private Wealth, LLC | 0.13% | Reduce -9.9% | 14,416 | $784K |
| Bank of New York Mellon Corp | 0.00% | Add +185.4% | 14,400 | $783K |
| Novare Capital Management LLC | 0.06% | Reduce -29.2% | 14,300 | $778K |
| Private Trust Co. NA | 0.07% | Add +131.3% | 14,205 | $773K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +4.1% | 14,177 | $771K |
| CAP Partners, LLC | 0.48% | Add +1.0% | 14,086 | $766K |
| Keystone Wealth Services, LLC | 0.18% | Reduce -37.1% | 13,999 | $762K |
| BCS Wealth Management | 0.16% | Reduce -22.3% | 13,686 | $745K |
| Harbor Investment Advisory, LLC | 0.07% | Add +14.2% | 13,678 | $744K |
| JSF Financial, LLC | 0.18% | Reduce -12.2% | 13,616 | $741K |
| Panoramic Investment Advisors, LLC | 0.45% | Add +7.1% | 13,580 | $739K |
| Means Investment Co., Inc. | 0.07% | Reduce -6.0% | 13,470 | $733K |
| Clear Creek Financial Management, LLC | 0.07% | Add +4.3% | 13,464 | $732K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -38.5% | 13,447 | $732K |
| Global Wealth Strategies & Associates | 0.21% | Reduce -8.0% | 13,447 | $732K |
| Ehrlich Financial Group | 0.47% | Add +52.2% | 13,372 | $727K |
| Jacobi Capital Management LLC | 0.05% | Add +45.0% | 13,354 | $726K |
| Socha Financial Group, LLC | 0.32% | Reduce -71.2% | 13,320 | $725K |
| Country Club Bank | 0.05% | Add +57.4% | 13,322 | $723K |
| Ironsides Asset Advisors, LLC | 0.21% | Reduce -43.9% | 13,206 | $718K |
| Melia Wealth LLC | 0.34% | Add +46.6% | 13,101 | $713K |
| Atria Investments, Inc | 0.01% | Add +37.7% | 13,083 | $712K |
| Triumph Capital Management | 0.21% | Reduce -2.6% | 13,055 | $710K |
| Lewis Asset Management, LLC | 0.33% | New | 12,939 | $704K |
| Abbot Financial Management, Inc. | 0.32% | New | 12,932 | $703K |
| Gotham Asset Management | 0.00% | New | 12,888 | $701K |
| Dover Advisors, LLC | 0.30% | Add +15.2% | 12,673 | $689K |
| Xcel Wealth Management, LLC | 0.20% | Add +18.6% | 12,659 | $689K |
| Total Clarity Wealth Management, Inc. | 0.20% | Reduce -69.8% | 12,608 | $686K |
| Skyline Advisors, Inc. | 0.25% | Add +1.4% | 12,532 | $682K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | Reduce -11.2% | 12,518 | $681K |
| Ashton Thomas Securities, LLC | 0.16% | Add +44.9% | 12,516 | $681K |
| Meridian Financial Partners LLC | 0.32% | Add +22.7% | 12,477 | $679K |
| 5T Wealth, LLC | 0.34% | Reduce -52.3% | 12,404 | $675K |
| Howard Financial Services, LTD. | 0.09% | Add +0.4% | 12,315 | $670K |
| Focus Financial Network, Inc. | 0.03% | Add +18.2% | 12,284 | $668K |
| Calton & Associates, Inc. | 0.12% | Add +2.1% | 12,268 | $667K |
| Citizens Financial Group Inc. | 0.01% | Add +48.1% | 12,249 | $666K |
| Southland Equity Partners LLC | 0.14% | Add +51.5% | 12,119 | $659K |
| Seaview Investment Managers LLC | 0.14% | Add +8.1% | 12,045 | $655K |
| Future Financial Wealth Managment LLC | 0.45% | Add +2307.8% | 12,039 | $655K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 12,000 | $653K |
| Absolute Capital Management, LLC | 0.33% | Reduce -4.0% | 11,982 | $652K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -15.0% | 11,977 | $652K |
| FSB Premier Wealth Management, Inc. | 0.23% | Reduce -6.3% | 11,971 | $651K |
| Corient Private Wealth LP | 0.00% | Add +29.0% | 11,761 | $640K |
| Captrust Financial Advisors | 0.00% | Add +32.2% | 11,700 | $636K |
| Ritholtz Wealth Management | 0.01% | New | 11,576 | $630K |
| Rockingstone Advisors LLC | 0.33% | No change | 11,480 | $625K |
| Wealthspire Retirement, LLC | 0.04% | Add +25.8% | 11,370 | $619K |
| Kelly Financial Services LLC | 0.18% | Reduce -5.8% | 11,345 | $617K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +23.6% | 11,023 | $600K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +95.6% | 10,971 | $597K |
| ELCO Management Co., LLC | 0.31% | Add +73.0% | 10,900 | $593K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -45.7% | 10,796 | $587K |
| Westend Capital Management, LLC | 0.18% | Reduce -3.5% | 10,760 | $585K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.9% | 10,775 | $585K |
| Retirement Planning Group, LLC / NY | 0.51% | Add +106.4% | 10,683 | $581K |
| National Philanthropic Trust | 0.01% | No change | 10,632 | $578K |
| Independence Bank of Kentucky | 0.08% | No change | 10,520 | $572K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -40.0% | 10,500 | $571K |
| Smith Chas P & Associates Pa Cpas | 0.03% | New | 10,491 | $571K |
| Corps Capital Advisors, LLC | 0.91% | Add +121.4% | 10,462 | $569K |
| Betterment LLC | 0.00% | Reduce -2.9% | 10,423 | $567K |
| BLVD Private Wealth, LLC | 0.53% | — | 10,410 | $566K |
| Pacific Center for Financial Services | 0.15% | Add +1.5% | 10,348 | $563K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +0.4% | 10,311 | $561K |
| Mascagni Wealth Management, Inc. | 0.47% | Reduce -13.8% | 10,208 | $555K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 10,189 | $554K |
| MAI Capital Management | 0.00% | Reduce -7.6% | 10,119 | $550K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -1.7% | 10,085 | $549K |
| BTS Asset Management, Inc. | 0.66% | Reduce -2.8% | 10,083 | $548K |
| Boreal Capital Management LLC | 0.52% | — | 10,065 | $548K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -5.7% | 9,948 | $547K |
| Choreo, LLC | 0.01% | Add +11.6% | 9,974 | $543K |
| Synovus Financial Corp. | 0.01% | Add +9.7% | 9,828 | $535K |
| Shepherd Financial Partners LLC | 0.06% | Add +4.3% | 9,817 | $534K |
| Marion Wealth Management | 0.13% | Reduce -12.7% | 9,786 | $532K |
| TigerOak Management, L.L.C. | 0.18% | Add +3.6% | 9,749 | $530K |
| Narus Financial Partners, LLC | 0.16% | Add +41.6% | 9,700 | $528K |
| Bank of Montreal | 0.00% | Reduce -0.9% | 9,699 | $528K |
| Pennsylvania Capital Management Inc. | 0.17% | Add +3.7% | 9,694 | $527K |
| Syntegra Private Wealth Group, LLC | 0.05% | New | 9,680 | $527K |
| Cozad Asset Management Inc. | 0.05% | Add +5.2% | 9,665 | $526K |
| Northern Trust Corp. | 0.00% | Add +65.6% | 9,544 | $519K |
| Fearless Solutions, LLC dba Best Invest | 0.36% | Reduce -0.8% | 9,514 | $518K |
| Yarger Wealth Strategies, LLC | 0.27% | Add +19.6% | 9,514 | $518K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.07% | Reduce -14.2% | 9,434 | $513K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -51.2% | 9,410 | $512K |
| Cibc World Market Inc. | 0.00% | Add +78.2% | 9,355 | $509K |
| Fortress Financial Solutions, LLC | 0.62% | New | 9,079 | $494K |
| Wealthspan Partners, LLC | 0.20% | Add +19.8% | 9,078 | $494K |
| Advisor Resource Council | 0.24% | Reduce -94.9% | 8,950 | $487K |
| RDA Financial Network | 0.13% | New | 8,945 | $487K |
| Invst, LLC | 0.06% | Add +72.2% | 8,877 | $483K |
| Columbia Asset Management | 0.09% | No change | 8,838 | $481K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +32.5% | 8,759 | $476K |
| PKS Advisory Services, LLC | 0.12% | Reduce -39.9% | 8,639 | $470K |
| SevenBridge Financial Group, LLC | 0.08% | Reduce -18.3% | 8,433 | $470K |
| Lanark Financial, Inc. | 0.04% | Add +50.0% | 8,479 | $461K |
| World Equity Group, Inc. | 0.13% | Reduce -12.3% | 8,469 | $461K |
| Autumn Glory Partners, LLC | 0.21% | No change | 8,335 | $453K |
| Sound Income Strategies, LLC | 0.03% | Add +3.9% | 8,313 | $452K |
| GWN Securities Inc. | 0.08% | Reduce -96.1% | 8,307 | $452K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +0.2% | 8,250 | $449K |
| Fermata Advisors, LLC | 0.12% | Reduce -2.2% | 8,195 | $446K |
| Balboa Wealth Partners | 0.09% | Add +0.1% | 8,159 | $444K |
| Harvest Investment Services, LLC | 0.10% | New | 8,057 | $438K |
| Mendel Capital Management LLC | 0.25% | Add +2.2% | 8,031 | $437K |
| Zuckerman Investment Group, LLC | 0.04% | Add +59.5% | 8,000 | $435K |
| Fortitude Advisory Group L.L.C. | 0.25% | Add +0.1% | 7,975 | $434K |
| Verus Capital Partners, LLC | 0.04% | Add +12.2% | 7,974 | $434K |
| Samalin Investment Counsel, LLC | 0.17% | Add +41.1% | 7,972 | $434K |
| Legacy Private Trust Co. | 0.03% | Add +31.2% | 7,955 | $433K |
| Cascade Wealth Advisors, Inc | 0.24% | Reduce -89.8% | 7,811 | $432K |
| Private Capital Advisors, Inc. | 0.05% | New | 7,886 | $429K |
| Modera Wealth Management, LLC | 0.01% | Add +0.9% | 7,860 | $428K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +16.6% | 7,807 | $425K |
| Westside Investment Management, Inc. | 0.08% | Add +917.9% | 7,807 | $421K |
| Carnegie Lake Advisors LLC | 0.17% | Add +2.3% | 7,690 | $418K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | New | 7,677 | $418K |
| Gateway Wealth Partners, LLC | 0.08% | Add +3.2% | 7,599 | $413K |
| Ameriflex Group, Inc. | 0.22% | Reduce -42.5% | 7,621 | $413K |
| Tyche Wealth Partners LLC | 0.08% | Add +83.5% | 7,548 | $411K |
| Searle & Co. | 0.12% | Add +2.3% | 7,490 | $407K |
| Navis Wealth Advisors, LLC | 0.34% | Reduce -55.0% | 7,423 | $404K |
| CWA Asset Management Group, LLC | 0.02% | New | 7,422 | $404K |
| XML Financial, LLC | 0.03% | Add +22.0% | 7,355 | $400K |
| Pointe Capital Management LLC | 0.21% | No change | 7,320 | $398K |
| Allen Capital Group, LLC | 0.04% | Add +2.1% | 7,291 | $397K |
| WealthShield Partners, LLC | 0.05% | Reduce -16.4% | 7,230 | $393K |
| Murphy & Mullick Capital Management Corp | 0.32% | Add +47.0% | 7,144 | $391K |
| Rothschild Wealth LLC | 0.09% | New | 7,061 | $384K |
| UMB Bank, n.a. | 0.01% | New | 7,000 | $381K |
| Requisite Capital Management, LLC | 0.08% | Reduce -99.4% | 6,996 | $381K |
| Fortis Advisors, LLC | 0.24% | Add +3.5% | 6,966 | $379K |
| Diversify Advisory Services, LLC | 0.01% | Add +44.6% | 6,631 | $370K |
| Richmond Investment Services, LLC | 0.08% | New | 6,752 | $367K |
| Personal Cfo Solutions, LLC | 0.07% | Add +3.7% | 6,693 | $364K |
| GAMMA Investing LLC | 0.02% | Reduce -55.8% | 6,665 | $363K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +4.5% | 6,648 | $362K |
| Birchcreek Wealth Management, LLC | 0.20% | Add +0.3% | 6,570 | $357K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -29.9% | 6,569 | $357K |
| Keybank National Association | 0.00% | Add +10.0% | 6,367 | $346K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -86.8% | 6,347 | $345K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +23.7% | 6,336 | $345K |
| Seelaus Asset Management LLC | 0.31% | Reduce -10.5% | 6,285 | $342K |
| Stratos Investment Management, LLC | 0.02% | Reduce -57.7% | 6,246 | $340K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,218 | $338K |
| Cathy Pareto & Associates, Inc. | 0.28% | Reduce -12.8% | 6,191 | $337K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +1.0% | 6,120 | $333K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.3% | 6,096 | $332K |
| Appleton Partners Inc. | 0.02% | Add +28.1% | 6,040 | $329K |
| Hilltop Holdings Inc. | 0.02% | Add +20.4% | 6,043 | $329K |
| Hohimer Wealth Management, LLC | 0.06% | No change | 6,033 | $328K |
| Strategic Blueprint, LLC | 0.02% | Add +33.4% | 6,017 | $327K |
| KFA Private Wealth Group, LLC | 0.10% | Add +41.1% | 5,975 | $325K |
| Cary Street Partners Investment Advisory LLC | 0.15% | No change | 5,853 | $318K |
| Headlands Technologies LLC | 0.04% | New | 5,843 | $318K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -14.9% | 5,835 | $317K |
| Argyle Capital Partners, LLC | 0.26% | No change | 5,834 | $317K |
| NorthCoast Asset Management LLC | 0.00% | New | 5,829 | $317K |
| Interchange Capital Partners, LLC | 0.07% | Reduce -1.1% | 5,812 | $316K |
| Thompson Davis & Co., Inc. | 0.21% | No change | 5,700 | $310K |
| BankPlus Trust Department | 0.09% | Add +17.8% | 5,692 | $310K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -49.9% | 5,646 | $307K |
| Family Investment Center, Inc. | 0.07% | Add +34.3% | 5,631 | $306K |
| Citigroup Inc. | 0.00% | New | 5,620 | $306K |
| ONE Advisory Partners, LLC | 0.10% | New | 5,562 | $306K |
| Savvy Advisors, Inc. | 0.02% | New | 5,592 | $304K |
| Csenge Advisory Group | 0.02% | Add +0.5% | 5,738 | $302K |
| Thomasville National Bank | 0.02% | No change | 5,500 | $299K |
| Plan Group Financial, LLC | 0.10% | New | 5,324 | $290K |
| CENTRAL TRUST Co | 0.01% | Add +24.6% | 5,316 | $289K |
| Consolidated Portfolio Review Corp | 0.04% | Add +31.5% | 5,307 | $289K |
| Trexquant Investment LP | 0.00% | New | 5,297 | $288K |
| Legacy Financial Strategies, LLC | 0.06% | Reduce -4.9% | 5,195 | $283K |
| McAdam, LLC | 0.02% | Reduce -37.0% | 5,194 | $283K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -55.9% | 5,181 | $282K |
| Blodgett Wealth Advisors, LLC | 0.22% | Reduce -19.5% | 5,150 | $280K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | Reduce -4.7% | 5,094 | $277K |
| Costello Asset Management, INC | 0.10% | Reduce -11.8% | 5,078 | $276K |
| Independent Investors Inc. | 0.06% | No change | 5,045 | $274K |
| Winebrenner Capital Management LLC | 0.22% | Add +9.2% | 5,037 | $274K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -62.4% | 5,020 | $273K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 5,000 | $272K |
| Evercore Wealth Management, LLC | 0.00% | New | 5,000 | $272K |
| Patron Partners, LLC | 0.13% | Add +0.4% | 4,899 | $267K |
| FSC Wealth Advisors, LLC | 0.17% | Reduce -1.9% | 4,870 | $265K |
| Certuity, LLC | 0.02% | Add +14.1% | 4,866 | $265K |
| Montz Harcus Wealth Management LLC | 0.13% | New | 4,842 | $263K |
| Clearstead Trust, LLC | 0.05% | New | 4,833 | $263K |
| Financial Guidance Group, Inc. | 0.13% | Reduce -10.5% | 4,797 | $261K |
| Caitlin John, LLC | 0.24% | Add +3.2% | 4,790 | $261K |
| Runnymede Capital Advisors, Inc. | 0.24% | Reduce -73.4% | 4,722 | $257K |
| Park Square Financial Group, LLC | 0.19% | Reduce -11.3% | 4,700 | $256K |
| M&T Bank Corp | 0.00% | No change | 4,684 | $255K |
| Forum Financial Management, LP | 0.00% | Add +4.7% | 4,680 | $255K |
| CFO4Life Group, LLC | 0.04% | Add +1.1% | 4,675 | $254K |
| Arax Advisory Partners | 0.01% | No change | 4,661 | $254K |
| Obsidian Cio, LLC | 0.04% | No change | 4,652 | $253K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 4,630 | $252K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.8% | 4,608 | $251K |
| Redwood Wealth Management Group, LLC | 0.11% | Add +12.2% | 4,600 | $250K |
| Lokken Investment Group LLC | 0.10% | Reduce -10.6% | 4,562 | $248K |
| Comprehensive Money Management Services LLC | 0.19% | New | 4,490 | $244K |
| BlackRock, Inc. | 0.00% | Add +68.1% | 4,489 | $244K |
| Granite Harbor Advisors, Inc. | 0.11% | Add +3.5% | 4,478 | $244K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -0.3% | 4,462 | $243K |
| Independent Wealth Network Inc. | 0.09% | New | 4,408 | $240K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -92.8% | 4,374 | $238K |
| Tidemark, LLC | 0.08% | Add +99.0% | 4,360 | $237K |
| SMART Wealth LLC | 0.07% | Add +6.0% | 4,340 | $236K |
| Dudley Capital Management, LLC | 0.12% | Reduce -1.1% | 4,325 | $235K |
| Tompkins Financial Corp. | 0.02% | No change | 4,311 | $235K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -80.8% | 4,301 | $234K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 4,300 | $234K |
| Strategic Advisors LLC | 0.05% | New | 4,299 | $234K |
| Oregon Pacific Wealth Management, LLC | 0.22% | Reduce -2.9% | 4,264 | $232K |
| Hamel Associates, Inc. | 0.08% | New | 4,243 | $231K |
| Clarendon Private LLC | 0.22% | No change | 4,240 | $231K |
| Matisse Capital | 0.11% | New | 4,200 | $228K |
| Flputnam Investment Management Co. | 0.00% | New | 4,180 | $227K |
| Tranquility Partners, LLC | 0.08% | Reduce -5.7% | 4,122 | $224K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +720.2% | 4,109 | $224K |
| Family Manage LLC | 0.03% | No change | 4,100 | $223K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 4,100 | $223K |
| Commerce Bank | 0.00% | New | 4,100 | $223K |
| HighMark Wealth Management LLC | 0.11% | Add +123.9% | 4,086 | $222K |
| Balefire, LLC | 0.05% | Add +4.1% | 4,085 | $222K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -0.4% | 4,078 | $222K |
| Woodmont Investment Counsel LLC | 0.01% | Add +0.4% | 4,071 | $221K |
| Walker Financial Services, Inc. | 0.10% | New | 4,023 | $219K |
| Ridgecrest Wealth Partners, LLC | 0.11% | No change | 4,000 | $218K |
| Signaturefd, LLC | 0.00% | Reduce -35.0% | 4,000 | $218K |
| L.M. Kohn & Company | 0.06% | New | 3,971 | $216K |
| Sovereign Financial Group, Inc. | 0.04% | New | 3,970 | $216K |
| Welch Group, LLC | 0.01% | No change | 3,950 | $215K |
| Bay Rivers Group | 0.10% | Add +1.3% | 3,915 | $213K |
| Berger Financial Group, Inc | 0.01% | Reduce -12.0% | 3,908 | $213K |
| Cascade Financial Partners, LLC | 0.03% | No change | 3,886 | $211K |
| Orgel Wealth Management, LLC | 0.01% | New | 3,843 | $209K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | New | 3,840 | $209K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 3,804 | $207K |
| Texas Yale Capital Corp. | 0.01% | New | 3,800 | $207K |
| Secure Asset Management, LLC | 0.04% | Reduce -7.6% | 3,784 | $206K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 3,770 | $205K |
| SkyOak Wealth, LLC | 0.04% | New | 3,750 | $204K |
| Financial Management Network Inc. | 0.04% | New | 3,757 | $203K |
| Pinnacle Financial Partners Inc | 0.00% | New | 3,734 | $203K |
| Ieq Capital, LLC | 0.00% | New | 3,700 | $201K |
| White Knight Strategic Wealth Advisors, LLC | 0.17% | New | 3,699 | $201K |
| Bfsg, LLC | 0.02% | Add +1.3% | 3,329 | $181K |
| Glen Eagle Advisors, LLC | 0.03% | Add +6.2% | 3,280 | $178K |
| CIBC Private Wealth Group LLC | 0.00% | Add +89.7% | 3,115 | $169K |
| Centerpoint Advisors, LLC | 0.05% | Add +2.8% | 2,834 | $154K |
| Ssa Swiss Advisors AG | 0.07% | New | 2,799 | $154K |
| Financial Gravity Companies, Inc. | 0.03% | — | 2,437 | $133K |
| Reyes Financial Architecture, Inc. | 0.11% | Reduce -89.7% | 2,307 | $126K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 2,275 | $122K |
| National Bank of Canada | 0.00% | No change | 2,220 | $121K |
| TFC Financial Management, Inc. | 0.02% | No change | 2,184 | $119K |
| Pin Oak Investment Advisors Inc. | 0.10% | Add +111.6% | 2,277 | $117K |
| Beacon Capital Management, LLC | 0.02% | Add +0.5% | 2,137 | $116K |
| VSM Wealth Advisory, LLC | 0.04% | Add +9.3% | 2,043 | $111K |
| NBT Bank, N.A. | 0.01% | No change | 2,000 | $109K |
| Front Row Advisors LLC | 0.04% | Add +73.5% | 1,935 | $105K |
| Bessemer Group Inc. | 0.00% | Add +4.0% | 1,918 | $104K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,882 | $102K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -48.1% | 1,809 | $98K |
| Putney Financial Group LLC | 0.09% | Reduce -10.4% | 1,725 | $94K |
| Cedar Mountain Advisors, LLC | 0.02% | No change | 1,723 | $94K |
| Cape Investment Advisory, Inc. | 0.03% | Add +8.9% | 1,668 | $91K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -3.0% | 1,630 | $89K |
| Hollencrest Capital Management | 0.00% | Add +3.2% | 1,608 | $87K |
| Mascoma Wealth Management LLC | 0.02% | Add +134.6% | 1,525 | $83K |
| Blue Trust, Inc. | 0.00% | Add +41.8% | 1,400 | $76K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.6% | 1,383 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,333 | $73K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -1.3% | 1,253 | $68K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -65.5% | 1,191 | $65K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,182 | $64K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | New | 1,162 | $63K |
| Colonial Trust Co / SC | 0.01% | Add +3.3% | 1,091 | $59K |
| Longview Financial Advisors LLC | 0.04% | No change | 1,056 | $57K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 1,046 | $57K |
| New Republic Capital, LLC | 0.02% | New | 1,024 | $56K |
| Wellington Shields & Co., LLC | 0.02% | No change | 1,000 | $54K |
| Roxbury Financial LLC | 0.05% | No change | 949 | $52K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.2% | 935 | $51K |
| Transce3nd, LLC | 0.02% | Add +21.4% | 912 | $50K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.0% | 863 | $47K |
| AllSquare Wealth Management LLC | 0.02% | Add +59.8% | 802 | $44K |
| Hopwood Financial Services, Inc. | 0.03% | New | 800 | $44K |
| WFA of San Diego, LLC | 0.03% | — | 800 | $44K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -11.2% | 800 | $44K |
| Cornerstone Planning Group LLC | 0.01% | New | 778 | $42K |
| Winch Advisory Services, LLC | 0.01% | No change | 774 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +1.9% | 746 | $41K |
| Asset Dedication, LLC | 0.00% | Add +119.2% | 743 | $40K |
| Heritage Wealth Advisors | 0.00% | No change | 717 | $39K |
| Trust Co. of Vermont | 0.00% | Reduce -41.7% | 700 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.6% | 668 | $36K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 685 | $35K |
| Russell Investments Group, Ltd. | 0.00% | New | 611 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.1% | 575 | $31K |
| Valley National Advisers Inc. | 0.01% | No change | 581 | $31K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -22.3% | 531 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $27K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 462 | $26K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $25K |
| AlphaCore Capital LLC | 0.00% | Add +36.2% | 444 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 434 | $23K |
| Catherine Avery Investment Management LLC | 0.02% | New | 405 | $22K |
| Briaud Financial Planning Inc | 0.01% | No change | 409 | $22K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 402 | $22K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -27.3% | 357 | $19K |
| 3Chopt Investment Partners, LLC | 0.00% | Add +150.4% | 333 | $18K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 324 | $18K |
| Barclays PLC | 0.00% | No change | 290 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 282 | $15K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -82.8% | 250 | $14K |
| Salem Investment Counselors Inc. | 0.00% | New | 250 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 237 | $13K |
| Total Investment Management Inc. | 0.00% | New | 222 | $12K |
| Evolution Wealth Management Inc. | 0.01% | — | 221 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 213 | $12K |
| Brooklyn Investment Group | 0.00% | New | 213 | $12K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 200 | $11K |
| Game Plan Financial Advisors, LLC | 0.00% | New | 200 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 186 | $10K |
| Avion Wealth | 0.00% | Add +100.0% | 200 | $10K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 172 | $9K |
| Creekmur Asset Management LLC | 0.00% | Reduce -76.4% | 171 | $9K |
| ORG Partners LLC | 0.00% | Add +69.0% | 169 | $9K |
| LGT Financial Advisors LLC | 0.02% | Add +8.3% | 157 | $9K |
| First PREMIER Bank | 0.00% | No change | 144 | $8K |
| Fifth Third Bancorp | 0.00% | New | 141 | $8K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -97.0% | 118 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 115 | $6K |
| Main Street Group, LTD | 0.00% | No change | 110 | $6K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +3.9% | 106 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $5K |
| SWAN Capital LLC | 0.00% | New | 100 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $5K |
| City State Bank | 0.00% | No change | 95 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 94 | $5K |
| Nemes Rush Group LLC | 0.00% | New | 91 | $5K |
| Centricity Wealth Management, LLC | 0.00% | No change | 90 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Add +20.8% | 87 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +34.9% | 85 | $5K |
| Alpine Bank Wealth Management | 0.00% | No change | 85 | $5K |
| Financially Speaking Inc | 0.00% | Reduce -93.4% | 74 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | Add +2.0% | 52 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 46 | $2K |
| Virtus Advisers, LLC | 0.00% | Reduce -3.0% | 32 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +158.3% | 31 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 19 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 18 | $979 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 17 | $925 |
| Legacy Bridge, LLC | 0.00% | New | 15 | $816 |
| Operose Advisors LLC | 0.00% | No change | 11 | $603 |
| Proathlete Wealth Management LLC | 0.00% | Add +233.3% | 10 | $559 |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 9 | $490 |
| Activest Wealth Management | 0.00% | No change | 2 | $92 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.