JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q3 2025 (September 30)851holders +46
100new positions
50sold out
3famous investors
$57.46avg. 13F price*
At the end of Q3 2025, 851 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 46 from Q2 2025. 100 opened new positions and 50 sold out. The largest holders were JPMorgan Chase & Co. ($1.6B), Morgan Stanley ($1.2B) and LPL Financial LLC ($822.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q3 2025)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $83.8M |
| Exits | 50 | $102.6M |
All 13F filers, Q2 2025 → Q3 2025: 12,431,793 shares bought and 8,193,021 shares sold, net +4,238,772 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 851 holders
| JPMorgan Chase & Co. | 0.10% | Reduce -4.0% | 28,007,112 | $1.6B |
| Morgan Stanley | 0.07% | Add +6.2% | 21,098,943 | $1.2B |
| LPL Financial LLC | 0.24% | Add +9.0% | 14,293,858 | $822.2M |
| Bank of America Corp. | 0.05% | Add +5.8% | 11,788,272 | $678.1M |
| Wells Fargo & Company | 0.09% | Add +3.2% | 7,811,438 | $449.3M |
| Ameriprise Financial Inc. | 0.06% | Add +20.3% | 4,441,337 | $255.4M |
| Royal Bank of Canada | 0.04% | Add +3.6% | 3,954,335 | $227.5M |
| Raymond James Financial Inc. | 0.07% | Add +0.5% | 3,930,950 | $226.1M |
| Osaic Holdings, Inc. | 0.31% | Add +8.5% | 3,895,947 | $219.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.9% | 3,574,422 | $205.6M |
| UBS Group AG | 0.04% | Reduce -9.9% | 3,394,462 | $195.2M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -2.7% | 2,783,385 | $160.1M |
| Cetera Investment Advisers | 0.18% | Add +59.5% | 2,693,930 | $155.0M |
| RiverFront Investment Group, LLC | 2.66% | Add +2.1% | 2,630,714 | $151.4M |
| Allworth Financial LP | 0.51% | Add +2.9% | 1,988,980 | $114.4M |
| Stifel Financial Corp. | 0.07% | Add +5.9% | 1,377,448 | $79.2M |
| Jones Financial Companies LLLP | 0.05% | Add +44.1% | 1,302,995 | $74.6M |
| MML Investors Services, LLC | 0.18% | Reduce -4.6% | 1,165,507 | $67.0M |
| Janney Montgomery Scott LLC | 0.16% | Add +4.0% | 1,152,122 | $66.3M |
| Capital Advisors Inc. | 1.05% | Add +13.9% | 1,090,035 | $62.7M |
| Kestra Advisory Services, LLC | 0.29% | Add +13.1% | 1,089,958 | $62.7M |
| Hilton Capital Management, LLC | 4.96% | Reduce -6.9% | 1,065,469 | $61.3M |
| Rakuten Investment Management, Inc. | 0.21% | — | 1,013,700 | $58.2M |
| Private Advisor Group, LLC | 0.28% | Add +3.9% | 1,001,058 | $57.6M |
| HighTower Advisors, LLC | 0.06% | Add +0.6% | 904,374 | $52.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -30.5% | 834,892 | $47.9M |
| WNY Asset Management, LLC | 4.39% | Add +272.7% | 792,148 | $45.6M |
| Cwm, LLC | 0.13% | Add +10.1% | 776,572 | $44.7M |
| SBI Securities Co., Ltd. | 1.07% | Add +6.0% | 725,269 | $41.7M |
| Equitable Holdings, Inc. | 0.29% | Add +9.1% | 690,747 | $39.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +5.2% | 661,127 | $38.0M |
| Baird Financial Group, Inc. | 0.06% | Add +1.8% | 650,379 | $37.4M |
| Franklin Resources Inc. | 0.01% | Reduce -11.9% | 618,649 | $35.6M |
| Apollon Wealth Management, LLC | 0.63% | Reduce -20.9% | 612,128 | $35.2M |
| Cary Street Partners Financial LLC | 0.90% | Add +10.7% | 601,084 | $34.6M |
| Wealth Advisors of Iowa, LLC | 11.70% | Add +31.9% | 597,446 | $34.4M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +9.6% | 588,707 | $33.9M |
| Truist Financial Corp. | 0.05% | Add +6.9% | 587,709 | $33.8M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.0% | 587,162 | $33.8M |
| Signature Estate & Investment Advisors LLC | 0.72% | Reduce -0.2% | 584,162 | $33.6M |
| Mariner, LLC | 0.04% | Reduce -3.7% | 553,300 | $31.8M |
| NewEdge Advisors, LLC | 0.14% | Add +10.0% | 523,474 | $30.1M |
| Lebenthal Global Advisors, LLC | 5.13% | Reduce -40.0% | 509,865 | $29.3M |
| Great Valley Advisor Group, Inc. | 0.58% | Add +3.2% | 504,133 | $29.0M |
| PSI Advisors, LLC | 7.00% | New | 468,632 | $27.0M |
| Magnus Financial Group LLC | 2.09% | Add +1.9% | 459,402 | $26.4M |
| Focus Partners Wealth | 0.04% | Add +10.1% | 420,726 | $24.2M |
| James Reed Financial Services, Inc. | 21.30% | Reduce -3.5% | 412,977 | $23.8M |
| Cornerstone Advisory, LLC | 2.13% | Add +0.3% | 377,725 | $21.7M |
| Westwood Holdings Group Inc. | 0.14% | Add +4.4% | 334,577 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +21.8% | 327,211 | $18.8M |
| PNC Financial Services Group, Inc. | 0.01% | Add +12.2% | 322,514 | $18.6M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -1.6% | 318,206 | $18.3M |
| Aventura Private Wealth, LLC | 6.60% | Reduce -3.2% | 311,036 | $17.9M |
| HUB Investment Partners, LLC | 0.62% | Add +19.4% | 294,663 | $16.9M |
| Traynor Capital Management, Inc. | 0.90% | Add +12.4% | 271,586 | $15.6M |
| Independent Financial Group, LLC | 0.37% | Reduce -4.6% | 270,093 | $15.5M |
| Wealthfront Advisers LLC | 0.04% | Reduce -2.3% | 266,838 | $15.3M |
| &partners | 0.10% | Add +5.8% | 266,393 | $15.3M |
| Waverly Advisors, LLC | 0.15% | Add +6.6% | 263,227 | $15.1M |
| Ellis Investment Partners, LLC | 2.72% | Reduce -2.7% | 261,906 | $15.1M |
| Financial Partners Group, Inc | 1.86% | Add +3.3% | 259,195 | $14.9M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -0.3% | 252,190 | $14.5M |
| Centurion Wealth Management LLC | 3.23% | Add +5.3% | 245,925 | $14.1M |
| MADDEN SECURITIES Corp | 4.34% | Reduce -35.0% | 245,467 | $14.1M |
| Kingsview Wealth Management, LLC | 0.21% | Add +50.6% | 242,694 | $14.0M |
| Bernardo Wealth Planning LLC | 2.58% | Add +59.5% | 228,771 | $13.2M |
| Pine Valley Investments Ltd Liability Co | 0.68% | Add +5.8% | 226,778 | $13.0M |
| Kintra Wealth, LLC | 7.22% | Add +0.6% | 222,590 | $12.8M |
| Argent Trust Co | 0.45% | Reduce -12.0% | 218,350 | $12.6M |
| Sheets Smith Investment Management | 7.75% | Add +148.0% | 207,747 | $11.9M |
| Cambridge Advisors Inc. | 2.33% | Add +13.9% | 206,939 | $11.9M |
| Prospera Financial Services Inc | 0.20% | Add +0.9% | 204,700 | $11.8M |
| Gries Financial LLC | 1.86% | Add +177.3% | 204,022 | $11.7M |
| Kestra Private Wealth Services, LLC | 0.15% | Reduce -3.8% | 203,664 | $11.7M |
| Rothschild Investment LLC | 0.66% | Add +1.0% | 203,299 | $11.7M |
| Eldridge Investment Advisors, Inc. | 2.65% | Reduce -19.6% | 204,188 | $11.7M |
| Mountain Capital Investment Advisors Inc. | 2.05% | Add +14.8% | 203,638 | $11.6M |
| Summit Financial, LLC | 0.17% | New | 194,634 | $11.2M |
| Compass Financial Services Inc | 4.94% | Add +11.7% | 193,941 | $11.2M |
| Beacon Financial Advisory LLC | 2.54% | Add +2.4% | 190,453 | $11.0M |
| Apexium Financial, LP | 0.53% | Add +8.7% | 189,285 | $10.9M |
| Three Magnolias Financial Advisors, LLC | 6.62% | Add +12.5% | 185,008 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Reduce -55.4% | 180,300 | $10.4M |
| Venture Visionary Partners LLC | 0.35% | Add +4.8% | 175,393 | $10.1M |
| AdvisorNet Financial, Inc | 0.57% | Add +7.3% | 174,716 | $10.0M |
| Mgo One Seven LLC | 0.23% | Reduce -0.2% | 172,424 | $9.9M |
| U.S. Capital Wealth Advisors, LLC | 0.27% | Add +0.9% | 171,988 | $9.9M |
| Wick Capital Partners, LLC | 2.30% | Add +183.3% | 167,681 | $9.6M |
| Lighthouse Financial LLC | 6.26% | Reduce -2.2% | 164,935 | $9.5M |
| Comerica Bank | 0.04% | Add +6.8% | 162,738 | $9.4M |
| Coastal Bridge Advisors, LLC | 0.69% | Reduce -1.2% | 159,131 | $9.2M |
| Childress Capital Advisors, LLC | 1.62% | Add +4.3% | 153,980 | $8.9M |
| Morse Asset Management, Inc | 1.76% | Add +5.9% | 151,753 | $8.7M |
| Stephens Inc. | 0.11% | Reduce -5.2% | 151,207 | $8.7M |
| Vienna Asset Management LLC | 4.99% | Reduce -27.0% | 145,425 | $8.4M |
| ADG Wealth Management Group, LLC | 6.64% | Reduce -4.5% | 145,369 | $8.4M |
| Lee Johnson Capital Management, LLC | 2.76% | Reduce -64.1% | 144,212 | $8.3M |
| Cornerstone Wealth Management, LLC | 0.46% | Add +1738.1% | 143,500 | $8.3M |
| Principle Wealth Partners LLC | 0.48% | Add +0.4% | 142,672 | $8.2M |
| Hennion & Walsh Asset Management, Inc. | 0.30% | Add +8.3% | 142,533 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +6.6% | 142,371 | $8.2M |
| Sandbox Financial Partners, LLC | 2.34% | Add +1.9% | 142,120 | $8.2M |
| Advisory Resource Group | 1.39% | Add +55.9% | 134,571 | $7.7M |
| AlphaStar Capital Management, LLC | 0.66% | Add +7.0% | 132,784 | $7.6M |
| Tradition Wealth Management, LLC | 0.56% | Reduce -41.2% | 131,578 | $7.6M |
| Larson Financial Group LLC | 0.26% | Reduce -9.3% | 130,576 | $7.5M |
| Prelude Capital Management, LLC | 0.59% | New | 130,000 | $7.5M |
| MBL Wealth, LLC | 0.65% | Reduce -16.5% | 129,318 | $7.4M |
| IVC Wealth Advisors LLC | 3.32% | Add +9.1% | 128,969 | $7.4M |
| Kennedy Investment Group, Inc. | 2.90% | Add +15.7% | 127,027 | $7.3M |
| Integrated Wealth Concepts LLC | 0.07% | Add +15.9% | 126,944 | $7.3M |
| Moloney Securities Asset Management, LLC | 0.87% | Add +186.6% | 126,256 | $7.3M |
| New England Private Wealth Advisors LLC | 0.95% | Reduce -3.1% | 124,988 | $7.2M |
| New Wave Wealth Advisors LLC | 2.80% | Reduce -7.3% | 124,981 | $7.2M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +3.1% | 124,196 | $7.1M |
| Thoroughbred Financial Services, LLC | 0.44% | Add +6.1% | 122,553 | $7.0M |
| Members Advisory Group LLC | 2.49% | Add +0.4% | 122,415 | $7.0M |
| NFSG Corp | 1.04% | Reduce -7.3% | 120,644 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -7.2% | 120,318 | $6.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +20.8% | 120,068 | $6.9M |
| Sheets Smith Wealth Management | 0.77% | Add +77.3% | 119,018 | $6.8M |
| Beck Capital Management, LLC | 1.57% | Add +3.4% | 118,678 | $6.8M |
| MTM Financial Group, LLC | 3.34% | Add +10.7% | 117,950 | $6.8M |
| Forefront Wealth Management Inc. | 4.94% | Reduce -0.5% | 117,040 | $6.7M |
| Milestone Asset Management, LLC | 1.27% | Add +15.3% | 116,690 | $6.7M |
| Farther Finance Advisors, LLC | 0.10% | Add +3.7% | 116,554 | $6.7M |
| Garden State Investment Advisory Services LLC | 1.69% | Add +10.8% | 115,759 | $6.7M |
| Mechanics Bank Trust Department | 0.90% | Add +55.1% | 111,513 | $6.4M |
| Eagle Bluffs Wealth Management LLC | 2.72% | Add +2.1% | 109,693 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.24% | Reduce -14.5% | 109,450 | $6.3M |
| Creative Planning | 0.00% | Add +25.3% | 108,458 | $6.2M |
| FRG Family Wealth Advisors LLC | 1.00% | Reduce -13.6% | 108,191 | $6.2M |
| Foresight Capital Management Advisors, Inc. | 3.50% | Add +0.3% | 107,983 | $6.2M |
| Carr Financial Group Corp | 1.68% | Reduce -11.4% | 106,064 | $6.1M |
| Capital Analysts, LLC | 0.18% | Reduce -9.3% | 105,804 | $6.1M |
| High Net Worth Advisory Group LLC | 1.45% | Add +25.4% | 104,679 | $6.0M |
| Trinity Legacy Partners, LLC | 1.39% | Add +8.4% | 101,827 | $6.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.76% | Add +6.2% | 103,748 | $6.0M |
| Avior Wealth Management, LLC | 0.19% | Add +41.9% | 103,563 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -73.8% | 101,600 | $5.8M |
| Centaurus Financial, Inc. | 0.27% | Add +6.5% | 100,761 | $5.8M |
| Cadence Bank | 0.35% | Add +37.9% | 100,298 | $5.8M |
| Assetmark, Inc. | 0.01% | Add +35.0% | 99,839 | $5.7M |
| 21 West Wealth Management LLC | 5.42% | Add +1.6% | 99,384 | $5.7M |
| D.A. Davidson & Co. | 0.04% | Add +32.9% | 99,196 | $5.7M |
| Intrepid Financial Planning Group LLC | 2.16% | Add +4.9% | 98,437 | $5.7M |
| West Michigan Advisors, LLC | 1.35% | Reduce -32.2% | 97,905 | $5.6M |
| Chicago Partners Investment Group LLC | 0.15% | Add +9.1% | 94,927 | $5.6M |
| NWF Advisory Services Inc. | 0.61% | Add +31.6% | 96,801 | $5.6M |
| Brookstone Capital Management | 0.07% | Add +3.5% | 95,294 | $5.5M |
| Mutual Advisors, LLC | 0.12% | Add +27.0% | 92,361 | $5.4M |
| Kingswood Wealth Advisors, LLC | 0.32% | Add +5.0% | 92,843 | $5.3M |
| Pinnacle Associates Ltd. | 0.07% | Add +33.7% | 91,630 | $5.3M |
| Ignite Planners, LLC | 0.86% | Add +2.6% | 91,388 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +1318.2% | 90,015 | $5.2M |
| Ulland Investment Advisors, LLC | 3.83% | Reduce -4.0% | 87,738 | $5.0M |
| Krilogy Financial LLC | 0.19% | Reduce -7.8% | 86,162 | $5.0M |
| Greater Midwest Financial Group, LLC | 3.21% | Add +8.3% | 86,451 | $5.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +18.4% | 86,130 | $5.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -2.0% | 85,327 | $4.9M |
| Axxcess Wealth Management, LLC | 0.10% | Add +12.6% | 84,900 | $4.9M |
| Blair William & Co. | 0.01% | Reduce -19.6% | 84,023 | $4.8M |
| Maia Wealth LLC | 0.81% | Add +40.6% | 81,789 | $4.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +12.9% | 83,260 | $4.8M |
| Benjamin Edwards Inc. | 0.05% | Add +0.9% | 82,782 | $4.8M |
| Armor Investment Advisors, LLC | 1.50% | Reduce -35.7% | 82,245 | $4.7M |
| Lake Street Private Wealth, LLC | 0.61% | Reduce -7.6% | 81,677 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.2% | 81,517 | $4.7M |
| Silver Oak Securities, Incorporated | 0.35% | Add +9.1% | 80,390 | $4.6M |
| Empire Financial Management Company, LLC | 1.05% | Add +158.4% | 79,820 | $4.6M |
| Park Avenue Securities LLC | 0.04% | Add +1.3% | 79,811 | $4.6M |
| Arkadios Wealth Advisors | 0.11% | Add +9.3% | 79,428 | $4.6M |
| Palacios Wealth Management, LLC | 2.92% | Reduce -3.4% | 77,192 | $4.4M |
| Semus Wealth Partners LLC | 2.48% | Add +12.4% | 76,064 | $4.4M |
| Visionary Wealth Advisors | 0.20% | Reduce -10.3% | 75,918 | $4.4M |
| Trajan Wealth LLC | 0.19% | Add +6.3% | 75,198 | $4.3M |
| International Assets Investment Management, LLC | 0.35% | Add +0.5% | 79,881 | $4.3M |
| Capital Investment Advisory Services, LLC | 0.33% | Reduce -6.7% | 73,237 | $4.2M |
| RPg Family Wealth Advisory, LLC | 0.90% | Reduce -1.4% | 71,273 | $4.1M |
| Principal Securities, Inc. | 0.07% | Reduce -53.7% | 70,669 | $4.1M |
| Onyx Bridge Wealth Group LLC | 0.44% | Add +12.5% | 70,035 | $4.0M |
| PFG Investments, LLC | 0.21% | Add +12.0% | 69,813 | $4.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -18.8% | 69,801 | $4.0M |
| Wedbush Securities Inc. | 0.13% | Reduce -13.9% | 69,169 | $4.0M |
| Integrity Alliance, Llc. | 0.19% | Add +35.8% | 68,996 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +13.2% | 68,965 | $4.0M |
| SlateStone Wealth, LLC | 0.34% | Add +3.5% | 68,817 | $4.0M |
| Smartleaf Asset Management LLC | 0.24% | Add +112.8% | 68,933 | $4.0M |
| Harbour Investments, Inc. | 0.09% | Add +6.1% | 68,236 | $3.9M |
| Sigma Planning Corp | 0.11% | Add +2.0% | 67,976 | $3.9M |
| Princeton Global Asset Management LLC | 0.65% | Reduce -1.8% | 67,886 | $3.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.29% | Add +19.8% | 67,299 | $3.9M |
| FAS Wealth Partners, Inc. | 0.26% | Add +141.3% | 67,297 | $3.9M |
| Kingstone Capital Partners Texas, LLC | 2.21% | Add +3.9% | 66,175 | $3.8M |
| SeaCrest Wealth Management, LLC | 0.40% | Reduce -0.6% | 65,217 | $3.8M |
| Sowell Financial Services LLC | 0.14% | Add +35.2% | 64,598 | $3.7M |
| Herbst Group, LLC | 2.31% | Add +3.8% | 64,538 | $3.7M |
| Money Concepts Capital Corp. | 0.23% | Add +22.4% | 64,407 | $3.7M |
| Smith, Moore & Co. | 0.28% | Add +9.2% | 64,246 | $3.7M |
| Flagstar Securities, Inc. | 1.12% | Reduce -0.5% | 63,600 | $3.7M |
| Mayfair Advisory Group, LLC | 1.56% | Reduce -15.4% | 63,404 | $3.6M |
| Turn8 Private Wealth Inc. | 2.57% | Add +14.6% | 64,758 | $3.6M |
| Wagner Wealth Management, LLC | 0.82% | Add +2.1% | 61,687 | $3.5M |
| World Investment Advisors | 0.07% | Add +307.4% | 61,262 | $3.5M |
| Perennial Investment Advisors, LLC | 0.29% | Add +6.2% | 60,806 | $3.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +4.2% | 60,419 | $3.5M |
| Choreo, LLC | 0.04% | Add +499.0% | 59,746 | $3.4M |
| Sunpointe, LLC | 1.23% | Add +4.9% | 59,325 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +52.5% | 58,616 | $3.4M |
| Westbourne Investments, Inc. | 1.58% | Add +24.2% | 55,816 | $3.3M |
| Retirement Guys Formula LLC | 1.15% | Add +6.8% | 56,924 | $3.3M |
| JT Stratford LLC | 0.44% | Add +0.1% | 56,422 | $3.2M |
| KFG Wealth Management, LLC | 0.47% | Add +39.5% | 56,069 | $3.2M |
| Prosperity Financial Group, Inc. | 1.18% | Add +2.6% | 55,994 | $3.2M |
| Hexagon Capital Partners LLC | 0.64% | Add +138.3% | 55,375 | $3.2M |
| Teamwork Financial Advisors, LLC | 0.34% | Reduce -87.9% | 54,486 | $3.1M |
| Belpointe Asset Management LLC | 0.12% | Reduce -44.9% | 54,369 | $3.1M |
| Level Four Advisory Services, LLC | 0.11% | Add +41.9% | 53,434 | $3.1M |
| Flynn Zito Capital Management, LLC | 1.14% | Reduce -1.0% | 53,414 | $3.1M |
| San Luis Wealth Advisors LLC | 0.55% | Add +6.2% | 53,349 | $3.1M |
| 4WEALTH Advisors, Inc. | 2.82% | Add +10.8% | 53,044 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +78.0% | 52,833 | $3.0M |
| Spire Wealth Management | 0.10% | Reduce -20.5% | 52,037 | $3.0M |
| HBW Advisory Services LLC | 0.34% | Reduce -7.6% | 51,764 | $3.0M |
| Purus Wealth Management, LLC | 0.94% | Add +0.1% | 51,242 | $2.9M |
| Summit Wealth Partners, LLC | 0.53% | Add +4.0% | 51,136 | $2.9M |
| Sloy Dahl & Holst, LLC | 0.31% | Add +2.0% | 50,924 | $2.9M |
| Verity Asset Management, Inc. | 0.95% | Add +9.8% | 50,378 | $2.9M |
| FWG Holdings, LLC | 1.25% | Add +20.8% | 48,763 | $2.9M |
| Capstone Wealth Management Group LLC | 1.83% | Add +1.1% | 49,722 | $2.9M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -2.0% | 49,650 | $2.9M |
| Ring Mountain Capital, LLC | 1.58% | Add +1.6% | 49,593 | $2.9M |
| Global Assets Advisory, LLC | 0.84% | Add +26.5% | 49,166 | $2.8M |
| TBH Global Asset Management, LLC | 0.55% | New | 48,955 | $2.8M |
| GC Wealth Management RIA, LLC | 0.09% | New | 48,394 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +193.9% | 47,213 | $2.7M |
| PMG Family Office LLC | 3.03% | — | 47,078 | $2.7M |
| Investment Advisory Services Inc. /TX | 0.85% | Add +12.4% | 46,933 | $2.7M |
| Citizens Financial Group Inc. | 0.04% | Add +281.6% | 46,747 | $2.7M |
| Stillwater Wealth Management Group | 1.84% | — | 45,776 | $2.6M |
| Concorde Financial Corp | 1.44% | Add +2.2% | 45,309 | $2.6M |
| Planning Directions Inc. | 1.36% | Add +12.7% | 45,283 | $2.6M |
| Gill Capital Partners, LLC | 0.78% | Add +8.8% | 44,652 | $2.6M |
| Koshinski Asset Management, Inc. | 0.18% | Add +41.4% | 44,608 | $2.6M |
| Littlejohn Financial Services, Inc. | 1.87% | Add +5.0% | 44,536 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +10.1% | 43,869 | $2.5M |
| M.E. Allison & Co., Inc. | 1.74% | Add +7.6% | 43,216 | $2.5M |
| Goldstone Financial Group, LLC | 0.29% | Reduce -7.1% | 43,059 | $2.5M |
| Fortress Financial Solutions, LLC | 2.70% | Add +374.1% | 43,047 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +1.0% | 43,023 | $2.5M |
| Generation Capital Management LLC | 1.78% | Add +3.8% | 42,843 | $2.5M |
| American Trust | 0.21% | Add +0.8% | 42,838 | $2.5M |
| PDS Planning, Inc | 0.17% | Add +6.5% | 42,790 | $2.5M |
| TrueWealth Advisors, LLC | 0.66% | Add +4.6% | 42,676 | $2.5M |
| Ameritas Advisory Services, LLC | 0.16% | Add +1.1% | 42,388 | $2.4M |
| Modus Advisors, LLC | 0.66% | Add +9.5% | 42,229 | $2.4M |
| D'Orazio & Associates, Inc. | 0.32% | No change | 42,148 | $2.4M |
| Lifeworks Advisors, LLC | 0.32% | Add +12.8% | 42,096 | $2.4M |
| Saxony Capital Management, LLC | 1.60% | Add +17.9% | 42,085 | $2.4M |
| Clarity Wealth Advisors, LLC | 0.53% | Add +7.5% | 41,828 | $2.4M |
| Marshall Financial Group, LLC | 0.47% | Reduce -86.8% | 41,599 | $2.4M |
| Tucker Asset Management LLC | 0.71% | Add +28.1% | 41,054 | $2.4M |
| Hibernia Wealth Partners, LLC | 1.51% | Reduce -29.6% | 41,020 | $2.4M |
| Richard W. Paul & Associates, LLC | 0.80% | Add +2.1% | 40,674 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Add +32.3% | 40,509 | $2.3M |
| Fiduciary Alliance LLC | 0.16% | Add +3.2% | 40,475 | $2.3M |
| Anderson Financial Strategies, LLC | 1.36% | Add +3.4% | 39,985 | $2.3M |
| Perissos Private Wealth Management, LLC | 1.67% | Add +5.0% | 39,971 | $2.3M |
| IFP Advisors, Inc | 0.06% | Add +16.8% | 39,826 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.11% | Add +109.2% | 39,205 | $2.3M |
| Aptus Capital Advisors, LLC | 0.02% | Add +7.1% | 39,096 | $2.2M |
| Global Retirement Partners, LLC | 0.05% | Add +2.3% | 38,915 | $2.2M |
| Whipplewood Advisors, LLC | 1.47% | Reduce -2.3% | 38,893 | $2.2M |
| Daymark Wealth Partners, LLC | 0.08% | Add +23.4% | 38,719 | $2.2M |
| Lifestyle Asset Management, Inc. | 0.75% | Reduce -11.5% | 38,388 | $2.2M |
| Bridgewealth Advisory Group, LLC | 0.51% | Add +9.7% | 38,104 | $2.2M |
| Foundations Investment Advisors, LLC | 0.03% | Add +42.9% | 37,686 | $2.2M |
| Guided Capital Wealth Management, LLC | 1.86% | Reduce -66.7% | 37,680 | $2.2M |
| Integras Partners LLC | 1.74% | New | 37,346 | $2.1M |
| Anchor Capital Management Group Inc | 1.08% | No change | 37,000 | $2.1M |
| StoneX Group Inc. | 0.09% | Add +31.6% | 36,863 | $2.1M |
| VestGen Advisors, LLC | 0.07% | Reduce -4.2% | 36,788 | $2.1M |
| Institute for Wealth Management, LLC. | 0.22% | Add +24.4% | 36,483 | $2.1M |
| Bellevue Asset Management, LLC | 0.96% | Reduce -7.9% | 36,415 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 0.78% | Add +0.5% | 36,166 | $2.1M |
| Headlands Technologies LLC | 0.17% | Add +515.7% | 35,975 | $2.1M |
| Valmark Advisers, Inc. | 0.03% | Add +96.8% | 35,788 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.69% | Add +5.0% | 35,507 | $2.0M |
| Resurgent Financial Advisors LLC | 1.00% | Reduce -0.1% | 35,475 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.3% | 35,095 | $2.0M |
| MIdWestOne Financial Group, Inc. | 0.24% | Add +0.1% | 34,821 | $2.0M |
| PFG Advisors | 0.08% | Add +4.7% | 34,640 | $2.0M |
| Lido Advisors, LLC | 0.01% | Reduce -0.0% | 34,585 | $2.0M |
| Herold Advisors, Inc. | 0.46% | Add +3.3% | 34,363 | $2.0M |
| Old Mission Capital LLC | 0.07% | New | 34,113 | $2.0M |
| J.Safra Asset Management Corp | 0.12% | Add +99.7% | 34,087 | $2.0M |
| Ping Capital Management, Inc. | 1.18% | Add +56.7% | 34,000 | $2.0M |
| Quantinno Capital Management LP | 0.01% | Reduce -7.6% | 33,982 | $2.0M |
| Security National Bank | 0.30% | Add +3.6% | 33,616 | $1.9M |
| Retirement Planning Group, LLC / NY | 1.44% | Add +214.3% | 33,576 | $1.9M |
| Invst, LLC | 0.22% | Add +278.0% | 33,555 | $1.9M |
| Clearstead Advisors, LLC | 0.03% | Reduce -0.3% | 33,492 | $1.9M |
| Ergawealth Advisors, Inc. | 0.90% | Reduce -63.5% | 33,452 | $1.9M |
| Caprock Group, LLC | 0.05% | — | 34,134 | $1.9M |
| Colonial River Investments, LLC | 0.69% | Reduce -5.1% | 32,692 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +26.0% | 32,475 | $1.9M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -15.9% | 32,054 | $1.8M |
| Sulzberger Capital Advisors, Inc. | 2.02% | Add +3.2% | 31,510 | $1.8M |
| RFG Advisory, LLC | 0.04% | Reduce -1.8% | 31,120 | $1.8M |
| BlackDiamond Wealth Management, LLC | 0.97% | Add +53.5% | 30,938 | $1.8M |
| Confluence Wealth Services, Inc. | 0.09% | Reduce -1.4% | 30,742 | $1.8M |
| Advisory Services Network, LLC | 0.03% | Reduce -11.2% | 30,740 | $1.8M |
| Chapin Davis, Inc. | 0.43% | Add +0.6% | 30,409 | $1.7M |
| Sunbelt Securities, Inc. | 0.12% | Add +15.6% | 30,316 | $1.7M |
| Haverford Trust Co | 0.02% | Add +6.0% | 30,172 | $1.7M |
| US Bancorp \de | 0.00% | Add +16.1% | 30,130 | $1.7M |
| Scotia Capital Inc. | 0.01% | Add +12.7% | 29,245 | $1.7M |
| ORBA Wealth Advisors, L.L.C. | 1.37% | Reduce -6.3% | 28,993 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +1.6% | 28,829 | $1.7M |
| NCP Inc. | 1.23% | Add +7.6% | 28,790 | $1.7M |
| IFG Advisory, LLC | 0.07% | Reduce -3.5% | 28,693 | $1.7M |
| Coppell Advisory Solutions LLC | 0.17% | Add +17.4% | 28,356 | $1.6M |
| Integrated Advisors Network LLC | 0.07% | Add +14.0% | 28,282 | $1.6M |
| LexAurum Advisors, LLC | 0.23% | Add +7.0% | 28,280 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.22% | Add +0.3% | 28,039 | $1.6M |
| Cora Capital Advisors LLC | 0.69% | Reduce -4.5% | 28,023 | $1.6M |
| CPC Advisors, LLC | 0.17% | Reduce -0.7% | 28,017 | $1.6M |
| Continuum Advisory, LLC | 0.17% | Reduce -8.2% | 27,902 | $1.6M |
| LRI Investments, LLC | 0.13% | No change | 27,900 | $1.6M |
| McDonald Partners LLC | 0.48% | Reduce -4.6% | 27,850 | $1.6M |
| Kovack Advisors, Inc. | 0.15% | Add +4.7% | 27,796 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Add +39.1% | 27,631 | $1.6M |
| Smallwood Wealth Investment Management, LLC | 0.82% | Add +46.3% | 27,616 | $1.6M |
| Sequent Planning LLC | 0.45% | New | 27,502 | $1.6M |
| Marks Wealth, LLC | 0.49% | Reduce -24.6% | 27,313 | $1.6M |
| Simplicity Wealth,LLC | 0.09% | New | 27,109 | $1.6M |
| Safeguard Investment Advisory Group, LLC | 0.37% | Reduce -4.8% | 26,175 | $1.5M |
| Secured Retirement Advisors, LLC | 0.84% | Reduce -20.7% | 26,138 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +81.4% | 26,118 | $1.5M |
| Synovus Financial Corp. | 0.02% | Add +160.4% | 25,595 | $1.5M |
| Beacon Financial Planning, Inc. | 0.75% | Add +2.5% | 25,231 | $1.5M |
| TCFG Wealth Management, LLC | 0.57% | Add +56.8% | 25,248 | $1.5M |
| Caerus Investment Advisors, LLC | 0.58% | Add +5.9% | 24,846 | $1.4M |
| Kraematon Investment Advisors, Inc. | 1.22% | Add +2.1% | 24,765 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Add +8.9% | 24,735 | $1.4M |
| Delta Investment Management, LLC | 0.25% | Reduce -76.0% | 24,701 | $1.4M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -41.5% | 24,342 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.40% | Add +30.0% | 24,241 | $1.4M |
| Wealth Effects LLC | 0.45% | Reduce -21.3% | 24,164 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.46% | Reduce -0.8% | 23,979 | $1.4M |
| HBK Sorce Advisory LLC | 0.03% | Add +16.9% | 23,713 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.5% | 23,397 | $1.3M |
| Frontier Asset Management, LLC | 0.33% | Add +9.8% | 23,034 | $1.3M |
| Insigneo Advisory Services, LLC | 0.09% | Add +51.8% | 22,898 | $1.3M |
| Steele Capital Management, Inc. | 0.06% | Add +4.1% | 22,763 | $1.3M |
| Newport Capital Group, LLC | 0.82% | No change | 22,688 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 22,585 | $1.3M |
| Marshall & Sterling Wealth Advisors Inc. | 0.82% | Reduce -24.3% | 22,348 | $1.3M |
| MBA Advisors LLC | 0.53% | Add +3.4% | 21,666 | $1.2M |
| Western Wealth Management, LLC | 0.07% | Add +32.3% | 21,638 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.24% | Reduce -6.1% | 21,601 | $1.2M |
| Investment Planning Advisors, Inc. | 0.39% | Reduce -15.1% | 21,578 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -14.9% | 21,536 | $1.2M |
| Tempus Wealth Planning, LLC | 0.28% | Add +4.6% | 21,510 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.8% | 21,368 | $1.2M |
| Concord Wealth Partners | 0.17% | Add +1.8% | 21,202 | $1.2M |
| Focused Wealth Management, Inc | 0.13% | Add +8.4% | 21,057 | $1.2M |
| PKS Advisory Services, LLC | 0.28% | Add +143.3% | 21,016 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +9.6% | 21,011 | $1.2M |
| Melia Wealth LLC | 0.53% | Add +60.0% | 20,967 | $1.2M |
| Tactive Advisors, LLC | 0.34% | Add +7.1% | 20,669 | $1.2M |
| Yukon Wealth Management, Inc. | 0.39% | Reduce -2.7% | 20,427 | $1.2M |
| Procyon Advisors, LLC | 0.07% | Reduce -0.6% | 20,423 | $1.2M |
| Aft, Forsyth & Company, Inc. | 0.56% | Add +24.2% | 20,294 | $1.2M |
| Beam Wealth Advisors, Inc. | 0.31% | Add +2.0% | 19,906 | $1.1M |
| Hilltop Wealth Advisors, LLC | 0.60% | Reduce -95.7% | 19,869 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -34.8% | 19,846 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Add +26.6% | 19,800 | $1.1M |
| Innovative Advisory Group, LLC | 0.73% | Add +14.2% | 19,448 | $1.1M |
| Intrua Financial, LLC | 0.13% | Reduce -1.8% | 19,379 | $1.1M |
| Millennium Capital Advisors, LLC | 0.67% | Add +6.2% | 19,344 | $1.1M |
| Cooper Financial Group | 0.12% | Add +0.8% | 19,013 | $1.1M |
| Slagle Financial, LLC | 0.40% | Add +2.6% | 18,992 | $1.1M |
| Round Rock Advisors LLC | 0.17% | Add +4.7% | 18,945 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +1.0% | 18,783 | $1.1M |
| FNY Investment Advisers, LLC | 0.36% | Reduce -33.8% | 18,767 | $1.1M |
| Clear Creek Financial Management, LLC | 0.09% | Add +39.1% | 18,730 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | Add +142.8% | 18,640 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +3.0% | 18,558 | $1.1M |
| NCM Capital Management, LLC | 0.41% | Reduce -4.3% | 18,460 | $1.1M |
| Strategic Financial Concepts, LLC | 0.15% | Add +6.0% | 18,419 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -17.5% | 18,318 | $1.1M |
| Wealth Management Partners, LLC | 0.33% | Add +23.4% | 18,308 | $1.1M |
| Diversify Wealth Management, LLC | 0.06% | Reduce -2.9% | 17,860 | $1.0M |
| Midwest Trust Co | 0.01% | Reduce -5.7% | 18,128 | $1.0M |
| Cherry Tree Wealth Management, LLC | 0.23% | Add +1.6% | 18,068 | $1.0M |
| Novem Group | 0.12% | Add +6.3% | 17,898 | $1.0M |
| Asset Allocation Strategies LLC | 0.20% | Reduce -0.1% | 17,809 | $1.0M |
| Comprehensive Financial Planning, Inc. | 0.69% | Add +3.3% | 17,605 | $1.0M |
| Redwood Financial Network Corp | 0.64% | Add +18.6% | 17,603 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Reduce -7.5% | 17,439 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | Reduce -4.5% | 17,045 | $998K |
| Abel Hall, LLC | 0.40% | No change | 17,100 | $984K |
| Requisite Capital Management, LLC | 0.16% | Add +141.8% | 16,919 | $973K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.7% | 16,740 | $963K |
| Advance Capital Management, Inc. | 0.04% | Reduce -2.4% | 16,739 | $963K |
| Country Club Bank | 0.06% | Add +25.2% | 16,685 | $958K |
| Vise Technologies, Inc. | 0.04% | New | 16,560 | $953K |
| Private Trust Co. NA | 0.08% | Add +16.4% | 16,538 | $951K |
| Consilium Wealth Advisory, LLC | 0.37% | Add +1.8% | 16,531 | $951K |
| Soltis Investment Advisors LLC | 0.07% | New | 16,482 | $948K |
| Johnson & White Wealth Management, LLC | 0.43% | Reduce -0.8% | 16,444 | $946K |
| Future Financial Wealth Managment LLC | 0.59% | Add +36.4% | 16,415 | $944K |
| Annex Advisory Services, LLC | 0.02% | Add +6.4% | 16,145 | $929K |
| Stonebridge Financial Group, LLC | 0.08% | Add +1.4% | 16,142 | $928K |
| CVA Family Office, LLC | 0.12% | Reduce -6.2% | 16,033 | $922K |
| Steinberganna Wealth Management | 0.43% | — | 16,012 | $921K |
| Nautilus Advisors LLC | 0.62% | Reduce -5.5% | 15,967 | $918K |
| 5T Wealth, LLC | 0.40% | Add +28.7% | 15,963 | $918K |
| Wesbanco Bank Inc. | 0.03% | Add +0.9% | 15,915 | $915K |
| Xcel Wealth Management, LLC | 0.24% | Add +24.8% | 15,796 | $909K |
| Millennium Management | 0.00% | New | 15,782 | $908K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -8.5% | 15,661 | $901K |
| Bell Bank | 0.04% | Reduce -3.3% | 15,646 | $900K |
| Tritonpoint Wealth, LLC | 0.08% | Add +4.3% | 15,461 | $889K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 15,430 | $888K |
| Coordinated Financial Services, Inc. | 0.57% | Reduce -12.7% | 15,373 | $884K |
| Innovative Wealth Building LLC | 0.68% | Reduce -1.8% | 15,255 | $877K |
| Drive Wealth Management, LLC | 0.19% | Reduce -54.3% | 15,195 | $874K |
| Red Crane Wealth Management, LLC | 0.74% | Reduce -3.0% | 15,184 | $873K |
| Foster Victor Wealth Advisors, LLC | 0.05% | Add +39.0% | 14,983 | $858K |
| Pasadena Private Wealth, LLC | 0.12% | Add +3.4% | 14,905 | $857K |
| Lewis Asset Management, LLC | 0.35% | Add +14.9% | 14,863 | $855K |
| Latitude Advisors, LLC | 0.39% | Add +0.2% | 14,843 | $854K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -7.8% | 14,838 | $853K |
| Clay Northam Wealth Management, LLC | 0.48% | Add +0.0% | 14,512 | $835K |
| Becker Capital Management Inc. | 0.02% | Reduce -30.2% | 14,314 | $823K |
| BCS Wealth Management | 0.18% | Add +4.0% | 14,237 | $819K |
| Tandem Financial, LLC | 0.30% | Reduce -12.8% | 14,222 | $818K |
| Chung Wu Investment Group, LLC | 0.68% | Reduce -63.5% | 14,215 | $818K |
| Ehrlich Financial Group | 0.48% | Add +5.9% | 14,159 | $814K |
| AQR Capital Management | 0.00% | Reduce -33.8% | 14,086 | $810K |
| Florida Financial Advisors, LLC | 0.25% | Reduce -50.5% | 14,078 | $810K |
| Greenwich Wealth Management LLC | 0.04% | Reduce -6.8% | 14,031 | $807K |
| Abbot Financial Management, Inc. | 0.34% | Add +8.4% | 14,020 | $806K |
| Fermata Advisors, LLC | 0.20% | Add +70.3% | 13,958 | $803K |
| Captrust Financial Advisors | 0.00% | Add +19.1% | 13,939 | $802K |
| Northern Trust Corp. | 0.00% | Add +45.4% | 13,875 | $798K |
| CAP Partners, LLC | 0.45% | Reduce -2.4% | 13,755 | $791K |
| Triumph Capital Management | 0.21% | Add +5.3% | 13,750 | $791K |
| Wealthspan Partners, LLC | 0.30% | Add +51.0% | 13,708 | $788K |
| Golden State Wealth Management, LLC | 0.09% | Add +14.1% | 13,671 | $786K |
| Simplex Trading, LLC | 0.02% | New | 13,648 | $785K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -10.2% | 13,720 | $785K |
| Optima Capital LLC | 0.38% | New | 13,614 | $783K |
| Panoramic Investment Advisors, LLC | 0.44% | No change | 13,580 | $781K |
| Cozad Asset Management Inc. | 0.06% | Add +40.5% | 13,580 | $781K |
| Jacobi Capital Management LLC | 0.05% | Add +1.6% | 13,564 | $780K |
| Paradigm, Strategies in Wealth Management, LLC | 0.50% | Reduce -57.5% | 13,517 | $777K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -1.5% | 13,478 | $775K |
| JSF Financial, LLC | 0.17% | Reduce -1.5% | 13,416 | $772K |
| Keystone Wealth Services, LLC | 0.17% | Reduce -5.2% | 13,272 | $763K |
| Brown Advisory Inc. | 0.00% | Reduce -36.3% | 13,225 | $761K |
| MAI Capital Management | 0.00% | Add +30.1% | 13,167 | $757K |
| Gateway Wealth Partners, LLC | 0.10% | Add +73.1% | 13,152 | $756K |
| Total Clarity Wealth Management, Inc. | 0.20% | Add +3.4% | 13,031 | $750K |
| Gotham Asset Management | 0.00% | No change | 12,888 | $741K |
| Calton & Associates, Inc. | 0.11% | Add +3.9% | 12,747 | $733K |
| TigerOak Management, L.L.C. | 0.23% | Add +30.1% | 12,681 | $729K |
| Global Wealth Strategies & Associates | 0.19% | Reduce -5.8% | 12,671 | $729K |
| Means Investment Co., Inc. | 0.06% | Reduce -6.4% | 12,605 | $725K |
| Global Wealth Management Investment Advisory, Inc. | 0.12% | Add +0.5% | 12,586 | $724K |
| Dover Advisors, LLC | 0.29% | Reduce -0.7% | 12,584 | $724K |
| Skyline Advisors, Inc. | 0.25% | Reduce -0.0% | 12,530 | $721K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -11.9% | 12,496 | $719K |
| Cahill Financial Advisors Inc. | 0.08% | Reduce -35.4% | 12,496 | $719K |
| Howard Financial Services, LTD. | 0.09% | Add +0.3% | 12,353 | $711K |
| Perigon Wealth Management, LLC | 0.01% | Add +14.1% | 12,315 | $708K |
| Focus Financial Network, Inc. | 0.03% | Add +0.2% | 12,314 | $708K |
| Zions Bancorporation, National Association | 0.04% | Reduce -18.0% | 12,300 | $707K |
| Southland Equity Partners LLC | 0.14% | Add +0.8% | 12,213 | $702K |
| Ironsides Asset Advisors, LLC | 0.18% | Reduce -7.6% | 12,207 | $702K |
| Owen LaRue, LLC | 0.27% | Reduce -34.2% | 12,132 | $698K |
| RDA Financial Network | 0.17% | Add +35.5% | 12,117 | $697K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 12,000 | $690K |
| BLVD Private Wealth, LLC | 0.59% | Add +14.3% | 11,901 | $685K |
| Atria Investments, Inc | 0.01% | Reduce -9.2% | 11,883 | $683K |
| Kelly Financial Services LLC | 0.18% | Add +4.1% | 11,807 | $679K |
| Helium Advisors LLC | 0.56% | Reduce -26.1% | 11,642 | $670K |
| Meridian Financial Partners LLC | 0.28% | Reduce -7.0% | 11,602 | $669K |
| Grant Private Wealth Management Inc | 0.41% | New | 11,499 | $661K |
| ELCO Management Co., LLC | 0.34% | Add +5.3% | 11,475 | $660K |
| Prosperity Consulting Group, LLC | 0.03% | New | 11,350 | $653K |
| Absolute Capital Management, LLC | 0.28% | Reduce -6.0% | 11,257 | $648K |
| AssuredPartners Investment Advisors, LLC | 0.14% | New | 11,227 | $646K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +0.1% | 11,037 | $635K |
| Rockingstone Advisors LLC | 0.31% | Reduce -4.6% | 10,950 | $630K |
| Boreal Capital Management LLC | 0.60% | Add +8.6% | 10,928 | $629K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +11.2% | 10,765 | $619K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -1.9% | 10,759 | $619K |
| Corps Capital Advisors, LLC | 0.94% | Add +2.8% | 10,758 | $619K |
| Qube Research & Technologies Ltd | 0.00% | Add +13.2% | 10,650 | $613K |
| National Philanthropic Trust | 0.01% | No change | 10,632 | $612K |
| Corient Private Wealth LP | 0.00% | Reduce -9.7% | 10,622 | $611K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.2% | 10,593 | $609K |
| Independence Bank of Kentucky | 0.08% | No change | 10,520 | $605K |
| Galvin, Gaustad & Stein, LLC | 0.05% | No change | 10,500 | $604K |
| FSB Premier Wealth Management, Inc. | 0.20% | Reduce -12.4% | 10,483 | $603K |
| Verus Capital Partners, LLC | 0.05% | Add +31.4% | 10,477 | $603K |
| Pacific Center for Financial Services | 0.15% | Add +1.1% | 10,466 | $602K |
| Silverlake Wealth Management LLC | 0.15% | Reduce -50.3% | 10,430 | $600K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +18.9% | 10,412 | $599K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +0.3% | 10,343 | $595K |
| BTS Asset Management, Inc. | 0.76% | Add +1.6% | 10,249 | $590K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 10,189 | $586K |
| Smith Chas P & Associates Pa Cpas | 0.05% | Reduce -3.4% | 10,140 | $583K |
| Pennsylvania Capital Management Inc. | 0.17% | Add +3.6% | 10,047 | $578K |
| Tidal Investments LLC | 0.00% | New | 10,065 | $574K |
| Betterment LLC | 0.00% | Reduce -4.5% | 9,956 | $573K |
| Concorde Asset Management, LLC | 0.24% | — | 9,989 | $572K |
| Financial Guidance Group, Inc. | 0.25% | Add +104.8% | 9,825 | $565K |
| Shepherd Financial Partners LLC | 0.05% | No change | 9,817 | $565K |
| Capstone Financial Advisors, Inc. | 0.03% | New | 9,812 | $564K |
| Discipline Wealth Solutions, LLC | 0.15% | New | 9,752 | $561K |
| Patron Partners, LLC | 0.25% | Add +98.0% | 9,699 | $558K |
| Autumn Glory Partners, LLC | 0.23% | Add +16.0% | 9,670 | $556K |
| Yarger Wealth Strategies, LLC | 0.25% | Add +1.6% | 9,662 | $556K |
| Lokken Investment Group LLC | 0.19% | Add +111.3% | 9,639 | $554K |
| Narus Financial Partners, LLC | 0.15% | Reduce -1.0% | 9,600 | $552K |
| Castle Rock Wealth Management, LLC | 0.12% | Reduce -3.3% | 9,619 | $551K |
| Tyche Wealth Partners LLC | 0.10% | Add +25.9% | 9,503 | $547K |
| Marion Wealth Management | 0.13% | Reduce -3.4% | 9,449 | $544K |
| Fearless Solutions, LLC dba Best Invest | 0.35% | Reduce -1.5% | 9,373 | $539K |
| Bank of Montreal | 0.00% | Reduce -3.4% | 9,369 | $539K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -19.2% | 9,185 | $528K |
| Independent Investors Inc. | 0.10% | Add +79.3% | 9,045 | $520K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -10.4% | 9,040 | $520K |
| Westend Capital Management, LLC | 0.15% | Reduce -16.4% | 9,000 | $518K |
| Rothschild Wealth LLC | 0.11% | Add +27.0% | 8,969 | $516K |
| Oxinas Partners, LLC | 0.27% | Reduce -71.3% | 8,916 | $513K |
| Putney Financial Group LLC | 0.51% | Add +413.9% | 8,865 | $510K |
| Mendel Capital Management LLC | 0.27% | Add +9.6% | 8,802 | $506K |
| Key Client Fiduciary Advisors, LLC | 0.17% | Add +6.3% | 8,773 | $505K |
| Murphy & Mullick Capital Management Corp | 0.37% | Add +20.6% | 8,615 | $501K |
| Family Investment Center, Inc. | 0.10% | Add +54.6% | 8,706 | $501K |
| Allen Capital Group, LLC | 0.05% | Add +18.7% | 8,652 | $498K |
| Lanark Financial, Inc. | 0.04% | Add +1.6% | 8,619 | $496K |
| Cibc World Market Inc. | 0.00% | Reduce -8.5% | 8,561 | $492K |
| Independent Wealth Network Inc. | 0.16% | Add +93.4% | 8,524 | $490K |
| Strategic Advisors LLC | 0.08% | Add +96.5% | 8,446 | $486K |
| Mascagni Wealth Management, Inc. | 0.36% | Reduce -19.7% | 8,193 | $471K |
| Novare Capital Management LLC | 0.04% | Reduce -42.7% | 8,190 | $471K |
| GWN Securities Inc. | 0.11% | Reduce -2.3% | 8,116 | $467K |
| Savvy Advisors, Inc. | 0.02% | Add +45.0% | 8,109 | $466K |
| Diversify Advisory Services, LLC | 0.02% | Add +19.3% | 7,912 | $465K |
| Harvest Investment Services, LLC | 0.09% | Add +0.3% | 8,080 | $465K |
| Balboa Wealth Partners | 0.08% | Reduce -1.1% | 8,067 | $464K |
| Guardian Financial Partners, LLC | 0.19% | New | 8,000 | $460K |
| Socha Financial Group, LLC | 0.19% | Reduce -40.3% | 7,959 | $458K |
| Carnegie Lake Advisors LLC | 0.18% | Add +3.5% | 7,955 | $458K |
| Legacy Private Trust Co. | 0.03% | No change | 7,955 | $458K |
| Sound Income Strategies, LLC | 0.02% | Reduce -4.7% | 7,919 | $456K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | Add +55.3% | 7,912 | $455K |
| Private Capital Advisors, Inc. | 0.05% | No change | 7,886 | $454K |
| Westside Investment Management, Inc. | 0.07% | Add +1.5% | 7,922 | $453K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,860 | $452K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +14.9% | 7,641 | $440K |
| Advisor OS, LLC | 0.04% | New | 7,553 | $434K |
| Searle & Co. | 0.11% | No change | 7,490 | $431K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.19% | New | 7,430 | $427K |
| Matisse Capital | 0.19% | Add +76.2% | 7,399 | $426K |
| Triton Wealth Management, PLLC | 0.16% | New | 7,148 | $423K |
| Pointe Capital Management LLC | 0.21% | No change | 7,320 | $421K |
| Montecito Bank & Trust | 0.07% | — | 7,310 | $420K |
| Cascade Wealth Advisors, Inc | 0.21% | Reduce -8.5% | 7,150 | $420K |
| Fortis Advisors, LLC | 0.23% | Add +2.5% | 7,143 | $411K |
| SevenBridge Financial Group, LLC | 0.07% | Reduce -17.6% | 6,953 | $408K |
| Triad Wealth Partners, LLC | 0.05% | New | 7,068 | $407K |
| Crewe Advisors LLC | 0.04% | New | 7,061 | $406K |
| UMB Bank, n.a. | 0.01% | No change | 7,000 | $403K |
| Legacy Wealth Management, LLC / MS | 0.12% | New | 6,990 | $402K |
| Hilltop Holdings Inc. | 0.02% | Add +14.9% | 6,943 | $399K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +13.4% | 6,938 | $399K |
| MJP Associates Inc. | 0.05% | New | 6,929 | $399K |
| Acorn Financial Advisory Services Inc. | 0.06% | New | 6,900 | $397K |
| Richmond Investment Services, LLC | 0.07% | Add +1.9% | 6,884 | $396K |
| Independence Asset Advisors, LLC | 0.17% | New | 6,809 | $391K |
| Virtue Capital Management, LLC | 0.06% | New | 102,000 | $381K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +4.4% | 6,616 | $381K |
| Birchcreek Wealth Management, LLC | 0.20% | No change | 6,570 | $378K |
| Legacy Financial Strategies, LLC | 0.07% | Add +25.2% | 6,505 | $374K |
| Comprehensive Money Management Services LLC | 0.26% | Add +43.3% | 6,435 | $370K |
| Arlington Financial Advisors, LLC | 0.05% | New | 6,400 | $368K |
| WealthShield Partners, LLC | 0.04% | Reduce -11.6% | 6,394 | $368K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -5.3% | 6,340 | $365K |
| XML Financial, LLC | 0.03% | Reduce -15.0% | 6,255 | $360K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +24.4% | 6,244 | $359K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 6,218 | $358K |
| Thompson Davis & Co., Inc. | 0.22% | Add +9.0% | 6,212 | $357K |
| Raub Brock Capital Management LP | 0.08% | New | 6,163 | $354K |
| Blodgett Wealth Advisors, LLC | 0.24% | Add +19.4% | 6,150 | $354K |
| Seelaus Asset Management LLC | 0.29% | Reduce -2.2% | 6,147 | $354K |
| Meadowbrook Wealth Management, LLC | 0.37% | — | 6,114 | $352K |
| Summit Trail Advisors, LLC | 0.00% | Add +0.3% | 6,111 | $351K |
| Synergy Investment Management, LLC | 0.13% | New | 6,088 | $350K |
| Parsons Capital Management Inc. | 0.02% | New | 6,045 | $348K |
| Hohimer Wealth Management, LLC | 0.05% | No change | 6,033 | $347K |
| Appleton Partners Inc. | 0.02% | No change | 6,040 | $347K |
| Sonoma Allocations LLC | 0.12% | — | 5,959 | $340K |
| Cary Street Partners Investment Advisory LLC | 0.14% | No change | 5,853 | $337K |
| Interchange Capital Partners, LLC | 0.07% | Add +0.5% | 5,840 | $336K |
| Argyle Capital Partners, LLC | 0.24% | No change | 5,834 | $336K |
| Cathy Pareto & Associates, Inc. | 0.25% | Reduce -6.4% | 5,793 | $333K |
| Stratos Investment Management, LLC | 0.01% | Reduce -8.1% | 5,740 | $330K |
| Keybank National Association | 0.00% | Reduce -9.9% | 5,739 | $330K |
| BankPlus Trust Department | 0.09% | No change | 5,692 | $327K |
| Empower Advisory Group, LLC | 0.00% | New | 5,639 | $324K |
| Tepp RIA, LLC | 0.37% | New | 5,614 | $323K |
| FSC Wealth Advisors, LLC | 0.19% | Add +15.3% | 5,613 | $323K |
| ONE Advisory Partners, LLC | 0.10% | No change | 5,562 | $319K |
| Thomasville National Bank | 0.02% | No change | 5,500 | $316K |
| Trexquant Investment LP | 0.00% | Add +2.7% | 5,438 | $313K |
| Wealthspire Advisors, LLC | 0.00% | Add +24.0% | 5,423 | $312K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | Reduce -92.1% | 5,412 | $311K |
| CENTRAL TRUST Co | 0.01% | No change | 5,316 | $306K |
| Plan Group Financial, LLC | 0.08% | Reduce -0.2% | 5,315 | $306K |
| Berger Financial Group, Inc | 0.02% | Add +35.8% | 5,305 | $305K |
| KFA Private Wealth Group, LLC | 0.09% | Reduce -11.7% | 5,275 | $303K |
| Texas Yale Capital Corp. | 0.01% | Add +38.8% | 5,275 | $303K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -1.6% | 5,222 | $302K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -10.5% | 5,217 | $300K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -8.4% | 5,171 | $297K |
| Navis Wealth Advisors, LLC | 0.22% | Reduce -30.4% | 5,168 | $297K |
| Samalin Investment Counsel, LLC | 0.10% | Reduce -35.6% | 5,131 | $295K |
| Secure Asset Management, LLC | 0.05% | Add +36.0% | 5,146 | $294K |
| Strait & Sound Wealth Management LLC | 0.11% | New | 5,092 | $293K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +280.4% | 5,071 | $292K |
| Winebrenner Capital Management LLC | 0.21% | No change | 5,037 | $290K |
| Columbia Asset Management | 0.05% | Reduce -43.1% | 5,028 | $289K |
| Strategic Wealth Partners, Ltd. | 0.02% | Add +1682.3% | 5,026 | $289K |
| Portfolio Strategies, Inc. | 0.03% | New | 5,025 | $289K |
| Regal Investment Advisors LLC | 0.02% | New | 5,014 | $288K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 5,000 | $288K |
| Evercore Wealth Management, LLC | 0.00% | No change | 5,000 | $288K |
| Csenge Advisory Group | 0.01% | Reduce -13.6% | 4,956 | $285K |
| HighMark Wealth Management LLC | 0.12% | Add +20.7% | 4,930 | $284K |
| Caitlin John, LLC | 0.20% | Add +2.3% | 4,901 | $282K |
| Main Street Financial Solutions, LLC | 0.02% | Add +6.3% | 4,898 | $282K |
| John W. Brooker & Co., CPAs | 0.57% | New | 4,889 | $281K |
| SMART Wealth LLC | 0.11% | Add +12.1% | 4,863 | $280K |
| McAdam, LLC | 0.01% | Reduce -6.8% | 4,843 | $279K |
| Clearstead Trust, LLC | 0.05% | No change | 4,833 | $278K |
| Aurdan Capital Management, LLC | 0.09% | New | 4,785 | $275K |
| CFO4Life Group, LLC | 0.04% | Add +0.9% | 4,715 | $271K |
| Catalyst Private Wealth, LLC | 0.12% | New | 4,698 | $270K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -28.9% | 4,670 | $270K |
| Kapstone Financial Advisors LLC | 0.13% | New | 4,687 | $270K |
| Obsidian Cio, LLC | 0.04% | No change | 4,652 | $268K |
| Meridian Wealth Management, LLC | 0.01% | New | 4,648 | $267K |
| Lodestar Private Asset Management LLC | 0.03% | No change | 4,630 | $266K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 4,600 | $265K |
| Granite Harbor Advisors, Inc. | 0.11% | Add +2.5% | 4,592 | $264K |
| Woodmont Investment Counsel LLC | 0.02% | Add +12.6% | 4,585 | $264K |
| PVG Asset Management Corp. | 0.95% | New | 4,508 | $259K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | Reduce -24.1% | 4,426 | $255K |
| Orgel Wealth Management, LLC | 0.01% | Add +14.7% | 4,409 | $254K |
| Keystone Financial Group | 0.02% | New | 4,407 | $253K |
| Oregon Pacific Wealth Management, LLC | 0.22% | Add +2.1% | 4,355 | $251K |
| Tompkins Financial Corp. | 0.02% | Add +0.8% | 4,344 | $250K |
| Dudley Capital Management, LLC | 0.11% | Add +0.2% | 4,335 | $249K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 4,300 | $247K |
| Balefire, LLC | 0.05% | Add +4.9% | 4,287 | $247K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 4,280 | $246K |
| Rollins Financial Advisors, LLC | 0.04% | New | 4,249 | $244K |
| Clarendon Private LLC | 0.22% | No change | 4,240 | $244K |
| FourThought Financial Partners, LLC | 0.02% | New | 4,227 | $243K |
| Barnes Wealth Management Group, Inc | 0.13% | Add +3.4% | 4,218 | $243K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 4,206 | $242K |
| Realta Investment Advisors | 0.08% | New | 4,204 | $242K |
| Valeo Financial Advisors, LLC | 0.01% | New | 4,202 | $242K |
| Ameriflex Group, Inc. | 0.09% | Reduce -45.4% | 4,158 | $239K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +9.3% | 4,157 | $239K |
| Boyum Wealth Architects LLC | 0.15% | New | 4,135 | $238K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | Add +7.3% | 4,120 | $237K |
| Signaturefd, LLC | 0.00% | Add +2.9% | 4,117 | $237K |
| Family Manage LLC | 0.03% | No change | 4,100 | $236K |
| Tidemark, LLC | 0.07% | Reduce -7.1% | 4,049 | $233K |
| Forum Financial Management, LP | 0.00% | Reduce -14.2% | 4,017 | $231K |
| Ridgecrest Wealth Partners, LLC | 0.10% | No change | 4,000 | $230K |
| Scissortail Wealth Management, LLC | 0.05% | New | 4,000 | $230K |
| Montz Harcus Wealth Management LLC | 0.10% | Reduce -17.4% | 4,000 | $230K |
| Claro Advisors Inc. | 0.03% | New | 3,955 | $227K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.8% | 3,955 | $227K |
| White Knight Strategic Wealth Advisors, LLC | 0.18% | Add +6.8% | 3,950 | $227K |
| Welch Group, LLC | 0.01% | No change | 3,950 | $227K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 3,926 | $226K |
| Bay Rivers Group | 0.09% | No change | 3,915 | $225K |
| Gables Capital Management Inc. | 0.10% | New | 3,900 | $224K |
| Cascade Financial Partners, LLC | 0.03% | No change | 3,886 | $224K |
| WealthPlan Investment Management, LLC | 0.01% | New | 3,829 | $220K |
| Capital Advisors Wealth Management, LLC | 0.03% | New | 3,825 | $220K |
| Jane Street Group, LLC | 0.00% | Reduce -75.8% | 3,822 | $220K |
| Cypress Wealth Services, LLC | 0.04% | New | 3,822 | $220K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -94.7% | 3,821 | $220K |
| Tranquility Partners, LLC | 0.07% | Reduce -7.3% | 3,820 | $220K |
| Certuity, LLC | 0.01% | Reduce -22.6% | 3,766 | $217K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 3,770 | $216K |
| SkyOak Wealth, LLC | 0.04% | No change | 3,750 | $216K |
| L.M. Kohn & Company | 0.26% | Reduce -5.8% | 3,740 | $215K |
| Ieq Capital, LLC | 0.00% | No change | 3,700 | $213K |
| Peak Planning Group, LLC | 0.11% | New | 3,692 | $212K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -29.7% | 3,640 | $209K |
| KERR FINANCIAL PLANNING Corp | 0.29% | — | 3,609 | $209K |
| Financial Management Network Inc. | 0.03% | Reduce -3.4% | 3,631 | $209K |
| Colonial Trust Co / SC | 0.03% | Add +231.3% | 3,614 | $208K |
| Masso Torrence Wealth Management Inc. | 0.09% | New | 3,602 | $207K |
| Endeavor Private Wealth, Inc. | 0.06% | New | 3,600 | $207K |
| Burford Brothers, Inc. | 0.09% | New | 3,587 | $206K |
| Hamel Associates, Inc. | 0.06% | Reduce -15.7% | 3,578 | $206K |
| Compass Ion Advisors, LLC | 0.02% | New | 3,576 | $206K |
| Red Mountain Financial, LLC | 0.21% | New | 3,560 | $205K |
| Capital Square, LLC | 0.10% | New | 3,558 | $205K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 3,531 | $203K |
| Howard Wealth Management, LLC | 0.09% | New | 3,503 | $202K |
| RWQ Financial Management Services, Inc. | 0.09% | New | 3,500 | $201K |
| WoodTrust Financial Corp | 0.02% | New | 3,500 | $201K |
| Kingdom Financial Group LLC. | 0.12% | New | 3,487 | $201K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,480 | $200K |
| Bfsg, LLC | 0.02% | No change | 3,329 | $191K |
| BlackRock, Inc. | 0.00% | Reduce -28.7% | 3,200 | $184K |
| Adalta Capital Management LLC | 0.08% | New | 3,000 | $173K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.1% | 2,988 | $172K |
| Centerpoint Advisors, LLC | 0.05% | Add +2.1% | 2,893 | $166K |
| Ssa Swiss Advisors AG | 0.07% | No change | 2,799 | $161K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -16.3% | 2,747 | $158K |
| Costello Asset Management, INC | 0.05% | Reduce -47.0% | 2,691 | $155K |
| VSM Wealth Advisory, LLC | 0.04% | Add +18.2% | 2,415 | $139K |
| Reyes Financial Architecture, Inc. | 0.09% | No change | 2,307 | $133K |
| Medallion Wealth Advisors, LLC | 0.05% | No change | 2,275 | $131K |
| GAMMA Investing LLC | 0.01% | Reduce -66.5% | 2,235 | $129K |
| Promus Capital, LLC | 0.08% | New | 2,200 | $127K |
| HM Payson & Co. | 0.00% | New | 2,200 | $127K |
| TFC Financial Management, Inc. | 0.02% | No change | 2,184 | $126K |
| Winch Advisory Services, LLC | 0.03% | Add +173.9% | 2,120 | $122K |
| NBT Bank, N.A. | 0.01% | No change | 2,000 | $115K |
| Rialto Wealth Management, LLC | 0.03% | No change | 1,882 | $108K |
| Fifth Third Bancorp | 0.00% | Add +1227.7% | 1,872 | $108K |
| Graney & King, LLC | 0.07% | New | 1,828 | $105K |
| American Capital Advisory, LLC | 0.05% | New | 1,820 | $105K |
| Founders Financial Alliance, LLC | 0.02% | Add +47.3% | 1,741 | $100K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.5% | 1,709 | $98K |
| Mascoma Wealth Management LLC | 0.02% | Add +10.6% | 1,687 | $97K |
| Hollencrest Capital Management | 0.00% | Add +2.4% | 1,647 | $95K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,630 | $94K |
| Cedar Mountain Advisors, LLC | 0.02% | Reduce -7.5% | 1,593 | $92K |
| Avion Wealth | 0.02% | Add +681.5% | 1,563 | $89K |
| Pin Oak Investment Advisors Inc. | 0.06% | Reduce -32.9% | 1,527 | $88K |
| GGM Financial LLC | 0.04% | New | 1,494 | $86K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 1,389 | $80K |
| Trust Co. of Vermont | 0.00% | Add +93.0% | 1,351 | $78K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +0.4% | 1,258 | $72K |
| N.E.W. Advisory Services LLC | 0.01% | Add +0.3% | 1,195 | $69K |
| Front Row Advisors LLC | 0.02% | Reduce -42.4% | 1,115 | $64K |
| Longview Financial Advisors LLC | 0.04% | No change | 1,056 | $61K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 1,046 | $61K |
| New Republic Capital, LLC | 0.02% | Add +2.5% | 1,050 | $60K |
| Wellington Shields & Co., LLC | 0.01% | No change | 1,000 | $58K |
| CoreCap Advisors, LLC | 0.00% | Add +70.1% | 978 | $56K |
| Roxbury Financial LLC | 0.05% | No change | 949 | $55K |
| Roble, Belko & Company, Inc | 0.01% | Reduce -6.8% | 871 | $50K |
| AllSquare Wealth Management LLC | 0.02% | No change | 802 | $46K |
| Hopwood Financial Services, Inc. | 0.03% | No change | 800 | $46K |
| Cornerstone Planning Group LLC | 0.01% | No change | 778 | $46K |
| WFA of San Diego, LLC | 0.03% | Reduce -2.5% | 780 | $45K |
| National Bank of Canada | 0.00% | Reduce -67.2% | 728 | $42K |
| Heritage Wealth Advisors | 0.00% | No change | 717 | $41K |
| Blue Trust, Inc. | 0.00% | Reduce -49.7% | 704 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 671 | $40K |
| Guerra Advisors Inc | 0.01% | New | 689 | $40K |
| FMR LLC | 0.00% | New | 594 | $34K |
| Root Financial Partners, LLC | 0.00% | New | 584 | $34K |
| Hantz Financial Services, Inc. | 0.00% | Add +164.8% | 564 | $32K |
| TD Private Client Wealth LLC | 0.00% | Reduce -39.4% | 523 | $30K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $29K |
| Fourth Dimension Wealth, LLC | 0.01% | Reduce -8.3% | 487 | $28K |
| Logan Capital Management Inc. | 0.00% | New | 467 | $27K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $26K |
| Salomon & Ludwin, LLC | 0.00% | No change | 434 | $25K |
| Catherine Avery Investment Management LLC | 0.01% | No change | 405 | $23K |
| Valley National Advisers Inc. | 0.00% | Reduce -29.3% | 411 | $23K |
| 3Chopt Investment Partners, LLC | 0.01% | Add +19.5% | 398 | $23K |
| SJS Investment Consulting Inc. | 0.00% | No change | 357 | $21K |
| POM Investment Strategies, LLC | 0.01% | New | 350 | $20K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 324 | $19K |
| Elequin Capital, LP | 0.00% | New | 318 | $18K |
| Tripletail Wealth Management, LLC | 0.02% | New | 307 | $18K |
| Bessemer Group Inc. | 0.00% | Reduce -84.4% | 300 | $17K |
| Delos Wealth Advisors, LLC | 0.01% | Add +149.2% | 294 | $17K |
| Barclays PLC | 0.00% | No change | 290 | $17K |
| AlphaCore Capital LLC | 0.00% | Reduce -39.4% | 269 | $15K |
| Asset Dedication, LLC | 0.00% | Reduce -64.5% | 264 | $15K |
| Wolff Wiese Magana LLC | 0.01% | New | 255 | $15K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 237 | $14K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -88.0% | 200 | $12K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 200 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 200 | $12K |
| Stance Capital LLC | 0.00% | New | 199 | $11K |
| Godsey & Gibb, Inc. | 0.00% | New | 193 | $11K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -83.5% | 192 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 186 | $11K |
| Creekmur Asset Management LLC | 0.00% | Add +2.3% | 175 | $10K |
| Abound Wealth Management | 0.00% | New | 172 | $10K |
| ORG Partners LLC | 0.00% | No change | 169 | $10K |
| BTG Pactual Asset Management US LLC | 0.00% | No change | 172 | $9K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -40.0% | 150 | $9K |
| First PREMIER Bank | 0.00% | No change | 144 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -78.2% | 133 | $8K |
| Dunhill Financial, LLC | 0.00% | New | 125 | $7K |
| Anfield Capital Management, LLC | 0.00% | New | 113 | $7K |
| Main Street Group, LTD | 0.00% | No change | 110 | $6K |
| Silicon Valley Capital Partners | 0.00% | New | 109 | $6K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +1.9% | 108 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 100 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $6K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 100 | $6K |
| Financial Consulate, Inc. | 0.00% | New | 100 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -97.6% | 100 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -86.6% | 100 | $6K |
| Ancora Advisors LLC | 0.00% | New | 100 | $6K |
| LGT Financial Advisors LLC | 0.01% | Reduce -37.6% | 98 | $6K |
| City State Bank | 0.00% | No change | 95 | $5K |
| Evolution Wealth Management Inc. | 0.01% | Reduce -57.9% | 93 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +3.5% | 88 | $5K |
| Alpine Bank Wealth Management | 0.00% | No change | 85 | $5K |
| Financially Speaking Inc | 0.00% | No change | 74 | $4K |
| Paladin Advisory Group, LLC | 0.00% | Reduce -99.8% | 60 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 55 | $3K |
| Mather Group, Llc. | 0.00% | New | 50 | $3K |
| Virtus Advisers, LLC | 0.00% | Add +18.8% | 38 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 46 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 31 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 19 | $1K |
| SWAN Capital LLC | 0.00% | Reduce -82.0% | 18 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 18 | $1K |
| Legacy Bridge, LLC | 0.00% | No change | 15 | $863 |
| Proathlete Wealth Management LLC | 0.00% | Add +20.0% | 12 | $723 |
| SouthState Bank Corp | 0.00% | New | 12 | $691 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.9% | 8 | $460 |
| Activest Wealth Management | 0.00% | No change | 2 | $99 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.