JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q1 2026 (March 31)969holders +28
94new positions
64sold out
5famous investors
$55.10avg. 13F price*
At the end of Q1 2026, 969 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 28 from Q4 2025. 94 opened new positions and 64 sold out. The largest holders were Morgan Stanley ($1.3B), JPMorgan Chase & Co. ($1.2B) and LPL Financial LLC ($937.0M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- JPM Nasdaq Equity Premium
- Filed as
- J P MORGAN EXCHANGE TRADED F (Q1 2026)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $162.5M |
| Exits | 64 | $110.6M |
All 13F filers, Q4 2025 → Q1 2026: 17,964,439 shares bought and 5,660,701 shares sold, net +12,303,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 969 holders
| Morgan Stanley | 0.08% | Add +4.8% | 23,591,671 | $1.3B |
| JPMorgan Chase & Co. | 0.08% | Reduce -4.4% | 22,637,631 | $1.2B |
| LPL Financial LLC | 0.25% | Add +13.4% | 16,876,937 | $937.0M |
| Bank of America Corp. | 0.06% | Add +8.9% | 13,877,688 | $770.5M |
| Wells Fargo & Company | 0.10% | Add +10.8% | 9,078,829 | $504.1M |
| Ameriprise Financial Inc. | 0.06% | Reduce -2.5% | 4,915,633 | $272.9M |
| Royal Bank of Canada | 0.05% | Add +12.7% | 4,606,395 | $255.7M |
| Raymond James Financial Inc. | 0.07% | Add +8.5% | 4,273,667 | $237.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +18.3% | 4,009,107 | $222.6M |
| Osaic Holdings, Inc. | 0.30% | Reduce -3.6% | 3,733,932 | $207.3M |
| UBS Group AG | 0.03% | Add +2.0% | 3,490,754 | $193.8M |
| Commonwealth Equity Services, LLC | 0.24% | Add +8.7% | 3,122,679 | $173.4M |
| Cetera Investment Advisers | 0.18% | Add +7.2% | 3,035,644 | $168.5M |
| Jones Financial Companies LLLP | 0.06% | Add +25.6% | 2,153,718 | $116.6M |
| Allworth Financial LP | 0.47% | Add +1.4% | 2,069,787 | $114.9M |
| RiverFront Investment Group, LLC | 1.75% | Add +4.1% | 2,042,061 | $113.4M |
| Equitable Holdings, Inc. | 0.51% | Add +12.1% | 2,154,947 | $79.0M |
| Capital Advisors Inc. | 1.24% | Add +24.4% | 1,394,754 | $77.4M |
| Stifel Financial Corp. | 0.07% | Add +2.0% | 1,299,013 | $72.1M |
| Kestra Advisory Services, LLC | 0.26% | Add +8.8% | 1,249,605 | $69.4M |
| MML Investors Services, LLC | 0.18% | Reduce -11.6% | 1,187,871 | $66.0M |
| Mariner, LLC | 0.07% | Add +69.7% | 1,123,928 | $62.4M |
| Two Sigma Investments, LP | 0.05% | Add +14039.0% | 1,088,700 | $60.4M |
| Adams Asset Advisors, LLC | 6.95% | New | 1,087,055 | $60.4M |
| Hilton Capital Management, LLC | 4.56% | Add +1.5% | 1,086,431 | $60.3M |
| Private Advisor Group, LLC | 0.25% | Reduce -4.1% | 969,583 | $53.8M |
| Cwm, LLC | 0.13% | Add +11.4% | 917,534 | $50.9M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +8.1% | 892,093 | $49.5M |
| HighTower Advisors, LLC | 0.05% | Add +1.3% | 851,871 | $47.3M |
| SBI Securities Co., Ltd. | 1.17% | Add +4.2% | 769,219 | $42.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +16.5% | 765,798 | $42.5M |
| Baird Financial Group, Inc. | 0.06% | Add +4.3% | 687,726 | $38.2M |
| Apollon Wealth Management, LLC | 0.60% | Add +7.8% | 659,577 | $36.6M |
| Steward Partners Investment Advisory, LLC | 0.18% | Add +6.1% | 649,835 | $36.1M |
| Wealth Advisors of Iowa, LLC | 10.91% | Add +2.6% | 635,087 | $35.3M |
| Cary Street Partners Financial LLC | 0.86% | Add +6.7% | 628,291 | $34.9M |
| Truist Financial Corp. | 0.04% | Add +3.6% | 599,476 | $33.3M |
| Franklin Resources Inc. | 0.01% | Add +0.5% | 591,878 | $32.9M |
| Great Valley Advisor Group, Inc. | 0.59% | Add +11.5% | 587,747 | $32.6M |
| Independent Advisor Alliance | 0.34% | New | 568,891 | $31.6M |
| Signature Estate & Investment Advisors LLC | 0.64% | Reduce -3.6% | 567,921 | $31.5M |
| Focus Partners Wealth | 0.03% | Add +24.2% | 554,459 | $30.8M |
| NewEdge Advisors, LLC | 0.11% | Add +8.3% | 553,800 | $30.7M |
| PSI Advisors, LLC | 7.05% | Add +5.7% | 524,994 | $29.1M |
| Lebenthal Global Advisors, LLC | 4.22% | Add +1.1% | 523,278 | $29.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +47.8% | 522,729 | $29.0M |
| Magnus Financial Group LLC | 2.29% | Add +8.1% | 505,220 | $28.0M |
| HUB Investment Partners, LLC | 0.63% | Add +29.5% | 465,179 | $25.8M |
| Waverly Advisors, LLC | 0.18% | Add +46.3% | 423,145 | $23.5M |
| James Reed Financial Services, Inc. | 20.25% | Reduce -4.2% | 421,287 | $23.4M |
| Cornerstone Advisory, LLC | 2.04% | Add +0.5% | 387,617 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -36.7% | 380,831 | $21.2M |
| Kingsview Wealth Management, LLC | 0.29% | Add +27.0% | 381,007 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.3% | 376,060 | $20.9M |
| Traynor Capital Management, Inc. | 1.19% | Add +16.7% | 370,786 | $19.9M |
| SageGuard Financial Group, LLC | 3.03% | Reduce -3.8% | 352,467 | $19.6M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +7.9% | 336,969 | $18.7M |
| Wealthfront Advisers LLC | 0.04% | Add +13.2% | 332,015 | $18.4M |
| Independent Financial Group, LLC | 0.39% | Reduce -2.7% | 309,893 | $17.2M |
| PVG Asset Management Corp. | 10.17% | Add +444.9% | 280,457 | $17.2M |
| Cerity Partners LLC | 0.02% | Add +10.7% | 305,895 | $17.0M |
| &partners | 0.08% | Add +11.8% | 293,889 | $16.3M |
| Westwood Holdings Group Inc. | 0.12% | Reduce -12.8% | 292,336 | $16.2M |
| Aventura Private Wealth, LLC | 5.65% | Reduce -8.2% | 278,150 | $15.4M |
| Centurion Wealth Management LLC | 3.33% | Add +5.5% | 265,813 | $14.8M |
| Hennion & Walsh Asset Management, Inc. | 0.46% | Add +62.5% | 244,262 | $13.6M |
| Citadel Advisors | 0.01% | New | 244,019 | $13.5M |
| Kintra Wealth, LLC | 0.93% | Add +9.5% | 236,004 | $13.1M |
| Arax Advisory Partners | 0.36% | Add +4763.3% | 226,679 | $12.6M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -15.2% | 222,636 | $12.4M |
| Kingswood Wealth Advisors, LLC | 0.58% | Add +7.9% | 220,722 | $12.3M |
| Captrust Financial Advisors | 0.02% | Add +837.0% | 217,144 | $12.1M |
| Bernardo Wealth Planning LLC | 2.35% | Reduce -6.2% | 215,942 | $12.0M |
| Argent Trust Co | 0.41% | Add +2.3% | 215,861 | $12.0M |
| Compass Financial Services Inc | 5.18% | Add +5.4% | 215,569 | $12.0M |
| Prospera Financial Services Inc | 0.19% | Add +10.1% | 214,264 | $11.9M |
| Rothschild Investment LLC | 0.62% | Add +4.5% | 212,866 | $11.8M |
| United Capital Financial Advisors, LLC | 0.07% | Add +8.8% | 212,112 | $11.8M |
| Mountain Capital Investment Advisors Inc. | 1.74% | Reduce -6.2% | 198,663 | $11.7M |
| U.S. Capital Wealth Advisors, LLC | 0.29% | Add +15.0% | 211,145 | $11.7M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -2.6% | 207,627 | $11.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.65% | Add +98.5% | 206,914 | $11.5M |
| Cambridge Advisors Inc. | 2.22% | Reduce -1.1% | 206,159 | $11.4M |
| Venture Visionary Partners LLC | 0.37% | Add +9.4% | 202,138 | $11.2M |
| Prota Financial, LLC | 8.08% | Reduce -0.8% | 200,924 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.98% | Add +5.7% | 197,560 | $11.0M |
| Beacon Financial Advisory LLC | 2.46% | Reduce -0.1% | 196,290 | $10.9M |
| Southern Capital Services Inc. | 6.86% | Add +4.2% | 192,191 | $10.7M |
| Eldridge Investment Advisors, Inc. | 2.32% | Add +0.4% | 192,594 | $10.6M |
| Indivisible Partners | 0.92% | Add +53.5% | 187,683 | $10.4M |
| Integrated Wealth Concepts LLC | 0.08% | Add +80.9% | 187,489 | $10.4M |
| Morse Asset Management, Inc | 2.06% | Add +15.6% | 177,377 | $9.8M |
| Mgo One Seven LLC | 0.19% | Reduce -1.4% | 173,631 | $9.6M |
| Avior Wealth Management, LLC | 0.27% | Add +49.2% | 168,439 | $9.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +37.2% | 166,563 | $9.2M |
| Cornerstone Wealth Management, LLC | 0.45% | Add +5.6% | 161,407 | $9.0M |
| ADG Wealth Management Group, LLC | 6.14% | Add +7.1% | 160,133 | $8.9M |
| Coastal Bridge Advisors, LLC | 0.63% | Reduce -0.2% | 159,273 | $8.8M |
| Arkadios Wealth Advisors | 0.15% | Add +71.1% | 158,972 | $8.8M |
| Fifth Third Bancorp | 0.02% | Add +4254.1% | 157,314 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.10% | Add +25.0% | 157,056 | $8.7M |
| Smartleaf Asset Management LLC | 0.31% | Add +32.4% | 159,537 | $8.6M |
| Larson Financial Group LLC | 0.27% | Add +10.9% | 152,395 | $8.5M |
| Carr Financial Group Corp | 2.23% | Add +8.3% | 152,216 | $8.5M |
| Principle Wealth Partners LLC | 0.48% | Add +4.7% | 151,934 | $8.4M |
| IVC Wealth Advisors LLC | 3.65% | Add +12.4% | 151,495 | $8.4M |
| Kennedy Investment Group, Inc. | 3.28% | Add +8.2% | 150,658 | $8.4M |
| Gateway Wealth Partners, LLC | 0.32% | Add +172.1% | 147,630 | $8.2M |
| Creative Planning | 0.01% | Add +15.0% | 146,748 | $8.1M |
| New Wave Wealth Advisors LLC | 2.83% | Add +14.5% | 145,911 | $8.1M |
| Sandbox Financial Partners, LLC | 2.28% | Add +4.1% | 145,733 | $8.1M |
| Stephens Inc. | 0.10% | Reduce -1.6% | 144,834 | $8.0M |
| Sheets Smith Wealth Management | 0.90% | Add +5.2% | 143,931 | $8.0M |
| Advisory Resource Group | 1.37% | Add +4.0% | 143,668 | $8.0M |
| Mechanics Bank Trust Department | 1.10% | Add +13.0% | 142,942 | $7.9M |
| Members Advisory Group LLC | 2.72% | Reduce -0.2% | 142,807 | $7.9M |
| Caerus Investment Advisors, LLC | 3.30% | Add +28.8% | 140,755 | $7.8M |
| Spire Wealth Management | 0.27% | Add +27.8% | 140,657 | $7.8M |
| SHP Wealth Management | 0.59% | Add +1.4% | 139,941 | $7.8M |
| Summit Financial, LLC | 0.10% | Reduce -21.9% | 138,701 | $7.7M |
| Childress Capital Advisors, LLC | 1.38% | Reduce -3.3% | 138,159 | $7.7M |
| RWQ Financial Management Services, Inc. | 4.96% | Reduce -30.3% | 137,150 | $7.6M |
| Wick Capital Partners, LLC | 1.34% | Reduce -15.3% | 131,856 | $7.3M |
| Natixis Advisors, LLC | 0.01% | Add +65.6% | 130,317 | $7.2M |
| Geneos Wealth Management Inc. | 0.17% | Add +21.2% | 128,343 | $7.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -1.4% | 128,135 | $7.1M |
| Assetmark, Inc. | 0.01% | Add +19.3% | 128,077 | $7.1M |
| MTM Financial Group, LLC | 3.32% | Add +7.2% | 127,568 | $7.1M |
| Milestone Asset Management, LLC | 1.29% | Add +4.1% | 126,255 | $7.0M |
| Farther Finance Advisors, LLC | 0.07% | Add +49.2% | 125,086 | $6.9M |
| D.A. Davidson & Co. | 0.04% | Add +11.2% | 124,994 | $6.9M |
| IHT Wealth Management, LLC | 0.16% | Add +175.6% | 124,517 | $6.9M |
| Thoroughbred Financial Services, LLC | 0.41% | Reduce -0.6% | 124,342 | $6.9M |
| New England Private Wealth Advisors LLC | 0.78% | Reduce -2.4% | 121,522 | $6.7M |
| IMC-Chicago, LLC | 0.10% | Add +955.9% | 121,271 | $6.7M |
| Brookstone Capital Management | 0.08% | Add +12.9% | 121,108 | $6.7M |
| Chicago Partners Investment Group LLC | 0.15% | Add +7.7% | 113,119 | $6.7M |
| Garden State Investment Advisory Services LLC | 1.59% | Add +2.9% | 119,547 | $6.6M |
| Citizens Financial Group Inc. | 0.09% | Add +99.4% | 119,047 | $6.6M |
| NFSG Corp | 1.08% | Reduce -1.6% | 118,016 | $6.6M |
| Huntington National Bank | 0.05% | New | 116,944 | $6.5M |
| AdvisorNet Financial, Inc | 0.34% | Reduce -25.5% | 116,550 | $6.5M |
| MADDEN SECURITIES Corp | 1.93% | Reduce -48.0% | 115,615 | $6.4M |
| High Net Worth Advisory Group LLC | 1.49% | Add +2.7% | 115,424 | $6.4M |
| Foresight Capital Management Advisors, Inc. | 3.55% | Add +3.2% | 114,807 | $6.4M |
| Pinnacle Associates Ltd. | 0.08% | Add +8.8% | 113,809 | $6.3M |
| Z3 Capital Partners, LLC | 1.60% | Add +3.0% | 113,451 | $6.3M |
| Money Concepts Capital Corp. | 0.35% | Add +53.8% | 112,796 | $6.3M |
| Beck Capital Management, LLC | 1.43% | Reduce -3.6% | 112,691 | $6.3M |
| AlphaStar Capital Management, LLC | 0.45% | Reduce -1.0% | 110,793 | $6.2M |
| Capital Analysts, LLC | 0.16% | Add +1.3% | 110,544 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 109,629 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -4.6% | 108,291 | $6.0M |
| Vienna Asset Management LLC | 4.75% | Reduce -1.6% | 108,256 | $6.0M |
| Eagle Bluffs Wealth Management LLC | 2.34% | Reduce -0.1% | 108,206 | $6.0M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +30.1% | 108,170 | $6.0M |
| MBL Wealth, LLC | 0.45% | Reduce -7.0% | 107,888 | $6.0M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +16.5% | 106,519 | $5.9M |
| AE Wealth Management LLC | 0.03% | Add +10.2% | 103,411 | $5.7M |
| Renaissance Technologies | 0.01% | New | 102,614 | $5.7M |
| Trinity Legacy Partners, LLC | 1.22% | Add +9.5% | 96,250 | $5.6M |
| Centaurus Financial, Inc. | 0.27% | Reduce -2.8% | 100,731 | $5.6M |
| International Assets Investment Management, LLC | 0.38% | Add +16.3% | 99,067 | $5.5M |
| Integrity Alliance, Llc. | 0.21% | Add +2.3% | 97,878 | $5.4M |
| Lee Johnson Capital Management, LLC | 1.94% | Reduce -9.1% | 97,631 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +2.8% | 97,081 | $5.4M |
| Intrepid Financial Planning Group LLC | 2.15% | Reduce -1.0% | 96,245 | $5.3M |
| WealthPlan Investment Management, LLC | 0.30% | Add +192.0% | 95,696 | $5.3M |
| Ignite Planners, LLC | 0.82% | Add +0.3% | 95,597 | $5.3M |
| Mutual Advisors, LLC | 0.11% | Add +1.0% | 95,269 | $5.3M |
| Principal Securities, Inc. | 0.08% | Add +13.4% | 94,288 | $5.2M |
| Harbour Investments, Inc. | 0.08% | Add +32.6% | 94,043 | $5.2M |
| World Investment Advisors | 0.08% | Add +6.8% | 91,592 | $5.1M |
| Hibernia Wealth Partners, LLC | 1.50% | Add +8.7% | 91,310 | $5.1M |
| NWF Advisory Services Inc. | 0.57% | Add +1.2% | 90,560 | $5.0M |
| Integrity Wealth Partners, LLC | 4.45% | — | 89,005 | $4.9M |
| 21 West Wealth Management LLC | 4.56% | Reduce -8.9% | 88,407 | $4.9M |
| Maia Wealth LLC | 0.83% | Add +6.0% | 88,000 | $4.9M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Reduce -63.1% | 86,849 | $4.8M |
| Benjamin Edwards Inc. | 0.05% | Add +1.7% | 86,708 | $4.8M |
| Retirement Planning Group, LLC / NY | 3.10% | Add +28.5% | 86,607 | $4.8M |
| Ulland Investment Advisors, LLC | 4.10% | Reduce -0.6% | 85,854 | $4.8M |
| Henderson Brothers Financial Partners, LLC | 1.19% | — | 84,946 | $4.7M |
| Lake Street Private Wealth, LLC | 0.60% | Add +5.4% | 84,907 | $4.7M |
| Perennial Investment Advisors, LLC | 0.37% | Add +18.3% | 84,250 | $4.7M |
| KFG Wealth Management, LLC | 0.60% | Add +20.3% | 82,965 | $4.6M |
| Apella Capital, LLC | 0.07% | New | 78,395 | $4.6M |
| Kingstone Capital Partners Texas, LLC | 2.80% | Add +22.9% | 81,812 | $4.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.8% | 81,275 | $4.5M |
| Semus Wealth Partners LLC | 2.50% | Add +2.5% | 80,456 | $4.5M |
| FAS Wealth Partners, Inc. | 0.28% | Add +3.0% | 79,708 | $4.4M |
| Hexagon Capital Partners LLC | 0.65% | Add +12.2% | 79,673 | $4.4M |
| Ellis Investment Partners, LLC | 0.77% | Reduce -54.6% | 79,584 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +50.7% | 78,845 | $4.4M |
| Onyx Bridge Wealth Group LLC | 0.47% | Add +4.5% | 78,774 | $4.4M |
| FRG Family Wealth Advisors LLC | 0.71% | Reduce -14.1% | 78,213 | $4.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.29% | Add +8.4% | 77,679 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +3.2% | 77,243 | $4.3M |
| Wedbush Securities Inc. | 0.12% | Add +25.3% | 76,314 | $4.2M |
| Krilogy Financial LLC | 0.14% | Reduce -17.0% | 72,231 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.31% | Add +2.8% | 75,422 | $4.2M |
| Trajan Wealth LLC | 0.17% | Add +4.6% | 75,094 | $4.2M |
| Sigma Planning Corp | 0.12% | Add +8.7% | 74,559 | $4.1M |
| Axxcess Wealth Management, LLC | 0.13% | Reduce -16.7% | 74,105 | $4.1M |
| PFG Investments, LLC | 0.19% | Reduce -2.1% | 72,892 | $4.0M |
| WCG Wealth Advisors LLC | 0.11% | Add +2.6% | 72,109 | $4.0M |
| Sunpointe, LLC | 1.31% | Add +2.6% | 72,079 | $4.0M |
| Silver Oak Securities, Incorporated | 0.29% | Reduce -15.4% | 72,078 | $4.0M |
| Palacios Wealth Management, LLC | 2.50% | Add +9.4% | 67,374 | $4.0M |
| Nicolet Bankshares Inc. | 0.14% | New | 69,836 | $3.9M |
| SeaCrest Wealth Management, LLC | 0.41% | Add +3.6% | 69,635 | $3.9M |
| RPg Family Wealth Advisory, LLC | 0.80% | Reduce -0.1% | 69,033 | $3.8M |
| Choreo, LLC | 0.05% | Reduce -0.1% | 68,173 | $3.8M |
| Lighthouse Financial LLC | 2.28% | Reduce -56.6% | 67,953 | $3.8M |
| SlateStone Wealth, LLC | 0.31% | Reduce -0.8% | 67,880 | $3.8M |
| Belpointe Asset Management LLC | 0.14% | Reduce -5.2% | 67,683 | $3.8M |
| Retirement Guys Formula LLC | 1.73% | Add +6.6% | 67,671 | $3.8M |
| Saxony Capital Management, LLC | 2.16% | Add +4.3% | 67,191 | $3.7M |
| Verity Asset Management, Inc. | 1.56% | Add +13.2% | 66,967 | $3.7M |
| Turn8 Private Wealth Inc. | 2.31% | Add +2.5% | 66,438 | $3.7M |
| Empire Financial Management Company, LLC | 0.82% | Reduce -4.7% | 65,345 | $3.6M |
| S&A Financial Services, Inc. | 2.47% | — | 64,641 | $3.6M |
| Tradition Wealth Management, LLC | 0.26% | Reduce -6.7% | 64,619 | $3.6M |
| HBW Advisory Services LLC | 0.37% | Add +5.1% | 63,899 | $3.5M |
| Wagner Wealth Management, LLC | 0.72% | Add +1.7% | 63,821 | $3.5M |
| Flagstar Securities, Inc. | 1.27% | Reduce -2.3% | 63,163 | $3.5M |
| Princeton Global Asset Management LLC | 0.56% | Reduce -8.8% | 62,185 | $3.5M |
| Level Four Advisory Services, LLC | 0.11% | Add +9.2% | 62,111 | $3.4M |
| RFG Advisory, LLC | 0.06% | Add +74.5% | 61,653 | $3.4M |
| Westbourne Investments, Inc. | 1.60% | Add +4.1% | 60,695 | $3.4M |
| Smith, Moore & Co. | 0.24% | Add +5.7% | 60,054 | $3.3M |
| Investment Partners Asset Management, Inc. | 2.06% | Add +10.5% | 60,009 | $3.3M |
| Mayfair Advisory Group, LLC | 1.16% | Reduce -5.2% | 59,619 | $3.3M |
| Blair William & Co. | 0.01% | Reduce -19.5% | 59,567 | $3.3M |
| Aptus Capital Advisors, LLC | 0.03% | Add +11.4% | 58,722 | $3.3M |
| Fortress Financial Solutions, LLC | 3.40% | Add +11.2% | 58,572 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +12.8% | 58,249 | $3.2M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +16.7% | 57,698 | $3.2M |
| WMS Group LLC | 4.65% | Reduce -4.8% | 57,626 | $3.2M |
| Daymark Wealth Partners, LLC | 0.10% | Add +37.5% | 56,837 | $3.2M |
| IFP Advisors, Inc | 0.06% | Add +25.7% | 55,788 | $3.1M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -5.5% | 55,422 | $3.1M |
| M.E. Allison & Co., Inc. | 2.04% | Add +21.4% | 55,248 | $3.1M |
| Summit Wealth Partners, LLC | 0.48% | Add +5.4% | 55,155 | $3.1M |
| WNY Asset Management, LLC | 0.31% | — | 54,846 | $3.0M |
| Kovack Advisors, Inc. | 0.16% | Reduce -0.1% | 54,533 | $3.0M |
| Rooted Wealth Advisors, Inc. | 0.80% | Reduce -25.1% | 51,457 | $3.0M |
| JT Stratford LLC | 0.38% | Reduce -1.4% | 53,887 | $3.0M |
| Capstone Wealth Management Group LLC | 1.83% | Add +0.8% | 53,515 | $3.0M |
| Atlantic Union Bankshares Corp | 0.06% | Add +16.5% | 52,870 | $2.9M |
| Tucker Asset Management LLC | 0.87% | Add +24.1% | 52,694 | $2.9M |
| Sloy Dahl & Holst, LLC | 0.40% | Add +2.8% | 52,534 | $2.9M |
| Midwest Trust Co | 0.04% | Add +184.0% | 52,483 | $2.9M |
| Ring Mountain Capital, LLC | 1.56% | Add +4.0% | 51,525 | $2.9M |
| 4WEALTH Advisors, Inc. | 2.44% | Reduce -0.4% | 53,095 | $2.9M |
| Flynn Zito Capital Management, LLC | 0.91% | Reduce -3.0% | 51,421 | $2.9M |
| Purus Wealth Management, LLC | 0.91% | Reduce -0.4% | 51,304 | $2.8M |
| TBH Global Asset Management, LLC | 0.57% | New | 51,274 | $2.8M |
| Perissos Private Wealth Management, LLC | 2.45% | Add +8.6% | 50,856 | $2.8M |
| Western Wealth Management, LLC | 0.11% | Add +119.6% | 50,427 | $2.8M |
| M Holdings Securities, Inc. | 0.19% | Add +0.2% | 47,942 | $2.8M |
| PMG Family Office LLC | 3.08% | Add +5.7% | 49,758 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Reduce -1.4% | 49,586 | $2.8M |
| Clarity Wealth Advisors, LLC | 0.57% | Add +16.4% | 49,523 | $2.7M |
| Stillwater Wealth Management Group | 1.69% | Add +11.3% | 49,206 | $2.7M |
| Planning Directions Inc. | 1.38% | Add +8.2% | 49,190 | $2.7M |
| Investment Advisory Services Inc. /TX | 0.86% | Reduce -0.9% | 48,762 | $2.7M |
| TrustBank | 1.04% | Add +42.5% | 48,141 | $2.7M |
| Beam Wealth Advisors, Inc. | 0.66% | Add +136.4% | 47,536 | $2.6M |
| Oxinas Partners, LLC | 1.20% | Add +7.5% | 47,456 | $2.6M |
| Visionary Wealth Advisors | 0.12% | Reduce -37.5% | 47,433 | $2.6M |
| Valmark Advisers, Inc. | 0.03% | Add +17.1% | 46,259 | $2.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +10.6% | 46,208 | $2.6M |
| Concorde Financial Corp | 2.01% | Add +1.6% | 46,020 | $2.6M |
| Generation Capital Management LLC | 1.86% | Reduce -0.8% | 45,816 | $2.5M |
| Goldstone Financial Group, LLC | 0.28% | Reduce -0.7% | 45,778 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -41.7% | 45,731 | $2.5M |
| Whipplewood Advisors, LLC | 1.30% | Reduce -1.5% | 45,295 | $2.5M |
| Beacon Financial Planning, Inc. | 0.96% | Add +73.1% | 44,777 | $2.5M |
| Financial Partners Group, Inc | 0.30% | Reduce -14.6% | 44,766 | $2.5M |
| Crescent Grove Advisors, LLC | 0.24% | New | 44,439 | $2.5M |
| PDS Planning, Inc | 0.16% | Add +1.7% | 44,248 | $2.5M |
| Koshinski Asset Management, Inc. | 0.15% | Add +13.1% | 44,108 | $2.4M |
| Littlejohn Financial Services, Inc. | 1.83% | Reduce -6.3% | 43,883 | $2.4M |
| Gill Capital Partners, LLC | 0.70% | Add +7.7% | 43,674 | $2.4M |
| TrueWealth Advisors, LLC | 0.61% | Reduce -2.0% | 43,559 | $2.4M |
| Herold Advisors, Inc. | 0.53% | Add +4.0% | 43,533 | $2.4M |
| D'Orazio & Associates, Inc. | 0.31% | Add +0.4% | 43,364 | $2.4M |
| Advisory Services Network, LLC | 0.03% | Add +27.8% | 43,100 | $2.4M |
| American Trust | 0.21% | Reduce -0.6% | 42,751 | $2.4M |
| Fiduciary Alliance LLC | 0.14% | Reduce -0.2% | 40,412 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -2.4% | 42,452 | $2.4M |
| Sulzberger Capital Advisors, Inc. | 2.41% | Add +1.9% | 42,448 | $2.4M |
| Drive Wealth Management, LLC | 0.50% | Add +18.8% | 42,396 | $2.4M |
| J.Safra Asset Management Corp | 0.13% | Add +4.4% | 41,814 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -17.3% | 41,703 | $2.3M |
| Lifestyle Asset Management, Inc. | 0.74% | Add +7.6% | 40,709 | $2.3M |
| Investors Portfolio Services LLC | 2.05% | Reduce -4.2% | 39,832 | $2.2M |
| KMG Fiduciary Partners, LLC | 0.16% | Add +2.2% | 39,740 | $2.2M |
| Slagle Financial, LLC | 0.72% | Add +31.1% | 39,374 | $2.2M |
| Smallwood Wealth Investment Management, LLC | 1.15% | Add +11.2% | 39,170 | $2.2M |
| Insigneo Advisory Services, LLC | 0.15% | Add +25.6% | 38,961 | $2.2M |
| Security National Bank | 0.31% | Add +0.9% | 38,451 | $2.1M |
| Herbst Group, LLC | 1.31% | Reduce -40.0% | 38,343 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Reduce -5.6% | 38,282 | $2.1M |
| Modus Advisors, LLC | 0.58% | Reduce -4.5% | 37,959 | $2.1M |
| Invst, LLC | 0.23% | Add +7.5% | 37,366 | $2.1M |
| Clearstead Advisors, LLC | 0.02% | Add +5.4% | 37,230 | $2.1M |
| Integras Partners LLC | 1.35% | Add +0.2% | 37,150 | $2.1M |
| Triumph Capital Management | 0.42% | Add +118.0% | 37,136 | $2.1M |
| Strategic Financial Concepts, LLC | 0.51% | New | 37,124 | $2.1M |
| Anchor Capital Management Group Inc | 1.43% | No change | 37,000 | $2.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.62% | Add +4.0% | 36,230 | $2.0M |
| Golden State Wealth Management, LLC | 0.22% | Add +47.5% | 36,142 | $2.0M |
| Cary Street Partners Investment Advisory LLC | 0.51% | Add +17.7% | 36,128 | $2.0M |
| Marshall Financial Group, LLC | 0.32% | Reduce -5.3% | 35,958 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.71% | Add +4.9% | 35,762 | $2.0M |
| Capital Investment Advisors, LLC | 0.03% | Add +3.2% | 35,739 | $2.0M |
| Colonial River Investments, LLC | 0.71% | Add +6.1% | 35,609 | $2.0M |
| Significant Wealth Partners LLC | 2.42% | Add +241.5% | 35,425 | $2.0M |
| Confluence Wealth Services, Inc. | 0.08% | Add +9.2% | 34,937 | $1.9M |
| US Bancorp \de | 0.00% | Add +13.0% | 34,432 | $1.9M |
| Diversify Wealth Management, LLC | 0.03% | Add +72.1% | 32,317 | $1.9M |
| Resurgent Financial Advisors LLC | 0.70% | Reduce -0.9% | 34,320 | $1.9M |
| VestGen Advisors, LLC | 0.05% | Reduce -6.2% | 31,328 | $1.9M |
| Clear Creek Financial Management, LLC | 0.14% | Add +19.4% | 33,528 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -3.7% | 33,434 | $1.9M |
| Caprock Group, LLC | 0.04% | Add +0.1% | 33,322 | $1.9M |
| San Luis Wealth Advisors LLC | 0.30% | Add +6.5% | 33,053 | $1.8M |
| Navis Wealth Advisors, LLC | 0.93% | Reduce -24.3% | 32,880 | $1.8M |
| Decker Wealth Management LLC | 0.41% | Add +3.7% | 32,778 | $1.8M |
| Cpwa, LLC | 2.17% | — | 30,349 | $1.8M |
| Headlands Technologies LLC | 0.21% | Reduce -55.4% | 32,603 | $1.8M |
| FWG Holdings, LLC | 0.68% | Reduce -46.3% | 32,221 | $1.8M |
| Chapin Davis, Inc. | 0.40% | Add +3.9% | 32,119 | $1.8M |
| Financial Guidance Group, Inc. | 0.71% | Add +14.6% | 31,704 | $1.8M |
| McDonald Partners LLC | 0.41% | Reduce -6.9% | 31,606 | $1.8M |
| Wealth Effects LLC | 0.62% | Reduce -6.2% | 31,506 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -0.6% | 31,046 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -8.2% | 30,796 | $1.7M |
| LexAurum Advisors, LLC | 0.22% | — | 30,690 | $1.7M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +18.2% | 30,661 | $1.7M |
| Vise Technologies, Inc. | 0.03% | No change | 29,108 | $1.7M |
| Sowell Financial Services LLC | 0.06% | Add +19.6% | 30,185 | $1.7M |
| Haverford Trust Co | 0.02% | No change | 30,172 | $1.7M |
| Bellevue Asset Management, LLC | 0.82% | Reduce -19.1% | 29,674 | $1.6M |
| Evolution Wealth Advisors, LLC | 0.17% | Add +5.4% | 29,660 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -27.6% | 29,626 | $1.6M |
| Advisory Advocates, LLC | 1.67% | No change | 29,478 | $1.6M |
| Putney Financial Group LLC | 1.64% | Add +78.0% | 29,326 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -15.2% | 29,241 | $1.6M |
| Transcend Capital Advisors, LLC | 0.13% | Reduce -3.6% | 29,055 | $1.6M |
| Investment Advisory Services Group LLC | 1.38% | Reduce -6.6% | 28,534 | $1.6M |
| Moors & Cabot, Inc. | 0.07% | Add +5.3% | 28,397 | $1.6M |
| LRI Investments, LLC | 0.14% | No change | 27,900 | $1.5M |
| Continuum Advisory, LLC | 0.15% | Add +1.1% | 27,409 | $1.5M |
| Melia Wealth LLC | 0.72% | Add +7.1% | 26,980 | $1.5M |
| Frontier Asset Management, LLC | 0.31% | Add +8.5% | 26,980 | $1.5M |
| Marks Wealth, LLC | 0.39% | Reduce -8.1% | 26,772 | $1.5M |
| West Michigan Advisors, LLC | 0.33% | Reduce -73.1% | 26,723 | $1.5M |
| Delta Investment Management, LLC | 0.27% | Add +1.9% | 26,713 | $1.5M |
| First Foundation Advisors | 0.06% | Add +125.1% | 26,520 | $1.5M |
| Brown Miller Wealth Management, LLC | 0.42% | Add +5.6% | 26,392 | $1.5M |
| Meridian Financial Partners LLC | 0.56% | Add +116.5% | 26,151 | $1.5M |
| Coordinated Financial Services, Inc. | 0.84% | Add +33.8% | 25,931 | $1.4M |
| Tempus Wealth Planning, LLC | 0.33% | New | 25,600 | $1.4M |
| Pasadena Private Wealth, LLC | 0.20% | Add +52.5% | 25,549 | $1.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +26.7% | 25,530 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.96% | Add +57.5% | 25,526 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.45% | Add +6.7% | 25,484 | $1.4M |
| CPC Advisors, LLC | 0.23% | Reduce -10.3% | 25,283 | $1.4M |
| Kraematon Investment Advisors, Inc. | 1.12% | Reduce -0.1% | 24,850 | $1.4M |
| MBA Advisors LLC | 0.53% | Add +1.6% | 24,681 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.7% | 24,570 | $1.4M |
| HRT Financial LP | 0.00% | New | 24,278 | $1.3M |
| Bluespring Wealth Management, LLC | 0.12% | No change | 24,203 | $1.3M |
| Aft, Forsyth & Company, Inc. | 0.63% | Add +6.5% | 24,034 | $1.3M |
| Boreal Capital Management LLC | 1.29% | Reduce -33.6% | 24,032 | $1.3M |
| Keystone Wealth Services, LLC | 0.28% | Add +77.7% | 23,932 | $1.3M |
| BlackDiamond Wealth Management, LLC | 0.64% | Add +10.2% | 23,739 | $1.3M |
| Steele Capital Management, Inc. | 0.05% | Add +4.0% | 23,663 | $1.3M |
| CVA Family Office, LLC | 0.14% | Add +32.1% | 23,646 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -24.4% | 23,475 | $1.3M |
| FMR LLC | 0.00% | Add +203.6% | 23,222 | $1.3M |
| Secured Retirement Advisors, LLC | 0.73% | Reduce -4.1% | 23,181 | $1.3M |
| Thompson David Blair | 0.74% | Add +72.6% | 23,129 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +9.1% | 23,037 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Add +4.8% | 23,033 | $1.3M |
| Focused Wealth Management, Inc | 0.13% | Add +0.7% | 22,915 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +9.3% | 22,731 | $1.3M |
| Teucrium Investment Advisors, LLC | 0.97% | Reduce -10.4% | 22,770 | $1.3M |
| Newport Capital Group, LLC | 0.76% | Reduce -3.1% | 22,501 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +49.3% | 22,388 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -28.5% | 22,330 | $1.2M |
| Brown Advisory Inc. | 0.00% | Add +5.6% | 22,290 | $1.2M |
| Concord Wealth Partners | 0.16% | Add +2.9% | 22,087 | $1.2M |
| Teamwork Financial Advisors, LLC | 0.14% | Reduce -13.4% | 21,959 | $1.2M |
| Tompkins Financial Corp. | 0.10% | Add +401.8% | 21,799 | $1.2M |
| Bull Harbor Capital LLC | 0.32% | — | 21,717 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.7% | 21,550 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.3% | 21,400 | $1.2M |
| Procyon Advisors, LLC | 0.06% | Add +2.4% | 21,385 | $1.2M |
| Bank of Montreal | 0.00% | Add +10.5% | 21,261 | $1.2M |
| Nautilus Advisors LLC | 0.81% | Add +33.6% | 21,208 | $1.2M |
| Cozad Asset Management Inc. | 0.09% | Add +23.7% | 21,170 | $1.2M |
| QP Wealth Management, LLC | 2.01% | Reduce -31.2% | 21,095 | $1.2M |
| Intrua Financial, LLC | 0.12% | Reduce -0.1% | 20,958 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.21% | Reduce -3.0% | 20,956 | $1.2M |
| Helium Advisors LLC | 1.11% | Add +31.1% | 20,863 | $1.2M |
| Yukon Wealth Management, Inc. | 0.68% | Add +2.4% | 20,565 | $1.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.18% | Add +9.3% | 20,527 | $1.1M |
| ORBA Wealth Advisors, L.L.C. | 1.35% | Reduce -21.6% | 20,434 | $1.1M |
| Finivi Inc. | 0.62% | Reduce -3.7% | 20,377 | $1.1M |
| National Philanthropic Trust | 0.01% | Add +5.7% | 20,350 | $1.1M |
| Betterment LLC | 0.00% | Add +25.0% | 20,195 | $1.1M |
| Gotham Asset Management | 0.00% | No change | 20,074 | $1.1M |
| Tactive Advisors, LLC | 0.31% | Reduce -2.3% | 19,874 | $1.1M |
| Xcel Wealth Management, LLC | 0.31% | Add +18.6% | 19,832 | $1.1M |
| NewEdge Wealth, LLC | 0.01% | Add +17.0% | 19,696 | $1.1M |
| John W. Brooker & Co., CPAs | 1.72% | Add +53.0% | 19,687 | $1.1M |
| GM Advisory Group, LLC | 0.04% | Add +0.9% | 19,516 | $1.1M |
| Millennium Capital Advisors, LLC | 0.67% | Add +0.4% | 19,486 | $1.1M |
| Palogic Value Management, L.P. | 0.48% | Add +34.7% | 19,400 | $1.1M |
| PFG Advisors | 0.05% | Reduce -15.8% | 19,379 | $1.1M |
| NCM Capital Management, LLC | 0.38% | Add +1.6% | 19,263 | $1.1M |
| Wealth Management Partners, LLC | 0.30% | Add +6.5% | 19,185 | $1.1M |
| Ruggiero Investments, Inc. | 1.01% | Add +2.1% | 18,837 | $1.0M |
| Foster Victor Wealth Advisors, LLC | 0.06% | Add +28.3% | 17,837 | $1.0M |
| FNY Investment Advisers, LLC | 0.46% | Reduce -2.1% | 18,767 | $1.0M |
| PlanVest Financial, Inc | 0.79% | — | 18,746 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 18,640 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 18,640 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +11.6% | 18,496 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -7.3% | 18,308 | $1.0M |
| Round Rock Advisors LLC | 0.15% | Reduce -6.1% | 18,185 | $1.0M |
| Lewis Asset Management, LLC | 0.41% | Add +10.5% | 18,081 | $1.0M |
| Wealthspan Partners, LLC | 0.35% | Add +7.4% | 18,079 | $1.0M |
| DB&C Advisors, LLC | 1.30% | Add +8.5% | 18,045 | $1.0M |
| Abbot Financial Management, Inc. | 0.42% | Add +32.4% | 18,014 | $1.0M |
| Cooper Financial Group | 0.10% | Reduce -5.8% | 17,964 | $997K |
| Novem Group | 0.11% | Add +0.5% | 17,837 | $990K |
| Innovative Advisory Group, LLC | 0.87% | Reduce -16.7% | 17,811 | $989K |
| Corient Private Wealth LP | 0.00% | Reduce -1.1% | 17,741 | $985K |
| Future Financial Wealth Managment LLC | 0.63% | Reduce -0.4% | 16,699 | $977K |
| Legacy Private Trust Co. | 0.06% | Add +120.9% | 17,570 | $975K |
| Redwood Financial Network Corp | 0.64% | Reduce -0.4% | 17,525 | $973K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -43.2% | 16,165 | $964K |
| Comprehensive Financial Planning, Inc. | 0.67% | Add +9.9% | 17,292 | $960K |
| Bridgewealth Advisory Group, LLC | 0.20% | Reduce -8.4% | 17,118 | $950K |
| Abel Hall, LLC | 0.20% | No change | 17,100 | $949K |
| Emissary Wealth LLC | 0.89% | Reduce -1.0% | 17,061 | $947K |
| GC Wealth Management RIA, LLC | 0.04% | Reduce -73.9% | 17,055 | $947K |
| First National Bank of Omaha | 0.03% | Add +1.7% | 17,594 | $946K |
| Signal Advisors Wealth, LLC | 0.06% | Add +104.3% | 17,001 | $944K |
| Consilium Wealth Advisory, LLC | 0.32% | Add +1.3% | 16,950 | $941K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -11.1% | 16,900 | $938K |
| Florida Financial Advisors, LLC | 0.22% | Reduce -12.5% | 16,789 | $932K |
| Latitude Advisors, LLC | 0.43% | Add +11.1% | 16,741 | $929K |
| Prosperity Consulting Group, LLC | 0.04% | No change | 16,711 | $928K |
| Great Diamond Partners, LLC | 0.18% | Reduce -0.4% | 16,519 | $917K |
| Hancock Whitney Corp. | 0.02% | New | 15,514 | $917K |
| Strong Retirement Solutions LLC | 0.64% | Add +106.1% | 16,440 | $913K |
| Steinberganna Wealth Management | 0.44% | Add +0.5% | 16,373 | $909K |
| Retirement Planning Group, LLC | 0.03% | New | 16,351 | $908K |
| Cherry Tree Wealth Management, LLC | 0.19% | Reduce -8.3% | 16,205 | $900K |
| Red Crane Wealth Management, LLC | 0.73% | Add +3.8% | 16,044 | $891K |
| Stonebridge Financial Group, LLC | 0.07% | Add +0.5% | 15,995 | $888K |
| Private Trust Co. NA | 0.08% | Reduce -6.9% | 15,968 | $887K |
| Arrow Financial Corp | 0.09% | Add +11.9% | 15,863 | $881K |
| Savvy Advisors, Inc. | 0.02% | Add +15.4% | 15,845 | $880K |
| Two Sigma Securities, LLC | 0.10% | New | 15,747 | $874K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -0.0% | 15,581 | $865K |
| Advance Capital Management, Inc. | 0.03% | Reduce -6.3% | 15,573 | $865K |
| Private Client Services, LLC | 0.26% | Add +160.3% | 15,569 | $864K |
| SteelPeak Wealth, LLC | 0.03% | Add +26.7% | 15,458 | $858K |
| Optima Capital LLC | 0.40% | Add +7.8% | 15,428 | $857K |
| Bell Bank | 0.04% | Reduce -1.4% | 15,335 | $851K |
| Key Client Fiduciary Advisors, LLC | 0.29% | Add +77.4% | 15,321 | $851K |
| Inspire Advisors, LLC | 0.07% | Add +237.4% | 15,256 | $847K |
| Annex Advisory Services, LLC | 0.02% | Reduce -13.2% | 15,205 | $844K |
| Corps Capital Advisors, LLC | 0.73% | Add +0.0% | 15,062 | $836K |
| Ethos Capital Management, Inc. | 0.72% | Reduce -20.9% | 15,048 | $835K |
| StoneX Group Inc. | 0.04% | Reduce -57.7% | 15,038 | $835K |
| Base Wealth Management LLC | 0.46% | New | 14,928 | $829K |
| Chung Wu Investment Group, LLC | 0.71% | Add +6.4% | 14,915 | $828K |
| Jacobi Capital Management LLC | 0.05% | Add +1.6% | 14,885 | $826K |
| Asset Allocation Strategies LLC | 0.15% | Reduce -13.4% | 14,778 | $820K |
| TigerOak Management, L.L.C. | 0.26% | Add +14.0% | 14,733 | $818K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -6.9% | 14,681 | $815K |
| Fermata Advisors, LLC | 0.18% | Add +4.9% | 14,679 | $815K |
| Pathstone Holdings, LLC | 0.00% | New | 14,656 | $814K |
| Parallel Advisors, LLC | 0.01% | Reduce -29.4% | 14,519 | $806K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.7% | 14,455 | $803K |
| Clay Northam Wealth Management, LLC | 0.45% | Reduce -0.8% | 14,405 | $800K |
| Dynasty Wealth Management, LLC | 0.01% | New | 14,393 | $799K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -7.5% | 14,370 | $798K |
| Armor Investment Advisors, LLC | 0.29% | Reduce -14.4% | 14,368 | $798K |
| Total Clarity Wealth Management, Inc. | 0.19% | Add +9.6% | 14,312 | $795K |
| Scotia Capital Inc. | 0.00% | Reduce -52.0% | 14,250 | $791K |
| Autumn Glory Partners, LLC | 0.29% | Add +47.0% | 14,215 | $789K |
| Tepp RIA, LLC | 0.62% | Add +21.6% | 14,187 | $788K |
| Owen LaRue, LLC | 0.30% | Reduce -22.0% | 14,095 | $783K |
| Panoramic Investment Advisors, LLC | 0.42% | Add +2.0% | 14,075 | $781K |
| Greater Midwest Financial Group, LLC | 0.42% | Reduce -85.2% | 14,072 | $781K |
| Old Mission Capital LLC | 0.02% | Reduce -29.9% | 14,062 | $781K |
| 5T Wealth, LLC | 0.31% | Reduce -5.0% | 14,050 | $780K |
| Perigon Wealth Management, LLC | 0.01% | Add +5.2% | 14,035 | $779K |
| Wesbanco Bank Inc. | 0.02% | Reduce -15.9% | 14,014 | $778K |
| Aurora Private Wealth, Inc. | 0.55% | No change | 13,309 | $774K |
| Fourth Dimension Wealth, LLC | 0.29% | Add +21.6% | 13,850 | $769K |
| Savant Capital, LLC | 0.00% | Reduce -11.9% | 13,797 | $766K |
| Strategic Advisors LLC | 0.13% | Add +14.9% | 13,737 | $763K |
| Pennsylvania Capital Management Inc. | 0.22% | Add +34.7% | 13,670 | $759K |
| Grant Private Wealth Management Inc | 0.40% | Add +16.0% | 13,627 | $757K |
| Yarger Wealth Strategies, LLC | 0.31% | Add +0.5% | 13,592 | $755K |
| FSB Premier Wealth Management, Inc. | 0.24% | Add +44.8% | 13,572 | $753K |
| JSF Financial, LLC | 0.15% | Reduce -47.3% | 13,550 | $752K |
| Soltis Investment Advisors LLC | 0.05% | Reduce -21.8% | 13,524 | $751K |
| Verus Capital Partners, LLC | 0.05% | Add +10.0% | 13,271 | $737K |
| CAP Partners, LLC | 0.41% | Add +2.5% | 13,161 | $731K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +28.6% | 13,152 | $730K |
| Becker Capital Management Inc. | 0.02% | Reduce -8.2% | 13,144 | $730K |
| Harbor Investment Advisory, LLC | 0.06% | Reduce -2.8% | 13,135 | $729K |
| Plan Group Financial, LLC | 0.17% | Add +48.5% | 13,032 | $724K |
| Investment Planning Advisors, Inc. | 0.20% | Add +8.3% | 12,902 | $716K |
| HighPoint Advisor Group LLC | 0.03% | Add +16.4% | 12,683 | $704K |
| Asset One Wealth Management LLC | 0.08% | New | 11,928 | $699K |
| Tyche Wealth Partners LLC | 0.11% | Add +19.3% | 12,580 | $698K |
| Ameriflex Group, Inc. | 0.35% | Reduce -10.1% | 12,542 | $696K |
| Atria Investments, Inc | 0.01% | Reduce -3.2% | 12,521 | $695K |
| Tempo Wealth, LLC | 0.12% | Reduce -11.0% | 12,493 | $694K |
| Howard Financial Services, LTD. | 0.08% | Add +0.7% | 12,478 | $693K |
| Fullerton Advisors, LLC | 0.72% | Reduce -6.6% | 12,471 | $692K |
| MAI Capital Management | 0.00% | Reduce -16.9% | 12,464 | $692K |
| Silverlake Wealth Management LLC | 0.15% | Add +2.1% | 12,462 | $692K |
| RBA Wealth Management, LLC | 0.25% | Add +44.2% | 12,395 | $688K |
| Crewe Advisors LLC | 0.06% | Add +29.4% | 12,037 | $668K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +37.0% | 12,004 | $666K |
| Ehrlich Financial Group | 0.38% | Reduce -4.1% | 11,936 | $663K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +123.5% | 11,812 | $656K |
| MSH Capital Advisors LLC | 0.14% | Add +17.2% | 11,780 | $654K |
| Kelly Financial Services LLC | 0.16% | Add +2.9% | 11,724 | $651K |
| Strategic Blueprint, LLC | 0.04% | Add +29.7% | 11,705 | $650K |
| Lanark Financial, Inc. | 0.05% | Add +10.8% | 11,696 | $649K |
| Innovative Wealth Building LLC | 0.45% | Reduce -13.1% | 11,630 | $646K |
| Integrity Wealth Advisors, Inc. | 0.38% | Add +41.6% | 11,541 | $641K |
| Independent Wealth Network Inc. | 0.19% | Add +43.0% | 11,498 | $638K |
| Elevation Wealth Management LLC | 0.59% | Add +8.5% | 11,479 | $637K |
| Wealth Watch Advisors, INC | 0.27% | New | 11,464 | $636K |
| Magnolia Capital Advisors LLC | 0.12% | New | 11,425 | $634K |
| ELCO Management Co., LLC | 0.30% | No change | 11,375 | $632K |
| Patron Partners, LLC | 0.28% | No change | 11,359 | $631K |
| Readystate Asset Management LP | 0.06% | New | 11,306 | $628K |
| Absolute Capital Management, LLC | 0.21% | Reduce -11.6% | 11,302 | $627K |
| Ieq Capital, LLC | 0.00% | No change | 11,274 | $626K |
| RDA Financial Network | 0.16% | Reduce -1.6% | 11,241 | $624K |
| TopTier Wealth Management, LLC | 0.38% | Reduce -13.3% | 11,180 | $621K |
| Armstrong Advisory Group, Inc. | 0.04% | Add +0.9% | 11,153 | $619K |
| Northern Trust Corp. | 0.00% | Reduce -22.4% | 10,960 | $608K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -14.3% | 10,896 | $605K |
| Johnson & White Wealth Management, LLC | 0.26% | Reduce -33.4% | 10,871 | $604K |
| BLVD Private Wealth, LLC | 0.52% | Reduce -10.1% | 10,851 | $602K |
| Signature Equity Partners, LLC | 0.32% | Add +7.1% | 10,827 | $601K |
| PCM Encore, LLC | 0.12% | Add +2.6% | 10,785 | $599K |
| Pacific Center for Financial Services | 0.15% | Add +2.4% | 10,718 | $595K |
| Marmo Financial Group, LLC | 0.29% | Add +0.9% | 10,706 | $594K |
| Castle Rock Wealth Management, LLC | 0.13% | Add +6.5% | 10,674 | $593K |
| BTS Asset Management, Inc. | 2.28% | Add +7.8% | 10,677 | $593K |
| Bluedoor Private Wealth, LLC | 0.27% | Add +188.6% | 10,603 | $589K |
| Wealthspire Advisors, LLC | 0.00% | Add +92.3% | 10,602 | $589K |
| Rockingstone Advisors LLC | 0.27% | Add +1.6% | 10,600 | $589K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -1.7% | 10,583 | $588K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +0.2% | 10,561 | $586K |
| Waller Financial Planning Group, Inc. | 0.13% | Add +150.1% | 10,505 | $583K |
| Global Wealth Strategies & Associates | 0.14% | Add +4.0% | 10,453 | $580K |
| Flputnam Investment Management Co. | 0.01% | Add +1.9% | 10,421 | $579K |
| Murphy & Mullick Capital Management Corp | 0.43% | Add +13.2% | 10,394 | $577K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +0.7% | 10,375 | $576K |
| Southland Equity Partners LLC | 0.11% | Reduce -13.0% | 10,234 | $568K |
| First Commonwealth Financial Corp | 0.09% | New | 10,199 | $566K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 10,189 | $566K |
| Wellington-Altus USA Inc. | 0.33% | Add +78.6% | 9,191 | $565K |
| Diligent Investors, LLC | 0.14% | New | 10,109 | $561K |
| Goldman Sachs Group Inc. | 0.00% | Add +113.3% | 10,097 | $561K |
| Roman Butler Fullerton & Co. | 0.15% | Add +28.1% | 9,774 | $558K |
| Capital Asset Advisory Services LLC | 0.02% | New | 9,490 | $557K |
| Foguth Wealth Management, LLC. | 0.06% | Reduce -90.4% | 9,085 | $556K |
| Orgel Wealth Management, LLC | 0.01% | Add +94.0% | 9,994 | $555K |
| Darden Wealth Group Inc | 0.28% | Add +22.8% | 9,962 | $553K |
| Narus Financial Partners, LLC | 0.14% | Add +3.4% | 9,871 | $548K |
| Wealthspire Retirement, LLC | 0.03% | Add +3.9% | 9,825 | $546K |
| Shepherd Financial Partners LLC | 0.05% | No change | 9,817 | $545K |
| Stirlingshire Investments, Inc. | 0.48% | Reduce -46.0% | 9,793 | $544K |
| Allen Capital Group, LLC | 0.05% | Add +6.8% | 9,765 | $542K |
| CRA Financial Services, LLC | 0.07% | Add +0.5% | 9,752 | $541K |
| Matisse Capital | 0.23% | Add +12.3% | 9,724 | $540K |
| Ironsides Asset Advisors, LLC | 0.13% | Reduce -20.6% | 9,660 | $536K |
| Fearless Solutions, LLC dba Best Invest | 0.32% | Reduce -2.2% | 9,623 | $534K |
| Oder Investment Management, LLC | 0.41% | New | 9,581 | $532K |
| Balboa Wealth Partners | 0.09% | Add +8.0% | 9,528 | $529K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -4.8% | 9,420 | $523K |
| Synergy Investment Management, LLC | 0.17% | Add +5.3% | 9,397 | $522K |
| Prosperity Financial Group, Inc. | 0.19% | Add +2.7% | 9,328 | $518K |
| Smith Chas P & Associates Pa Cpas | 0.03% | Reduce -10.6% | 9,316 | $517K |
| Rothschild Wealth LLC | 0.05% | Add +6.4% | 9,267 | $515K |
| Soundwatch Capital LLC | 0.06% | New | 9,244 | $513K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +12.8% | 9,191 | $510K |
| Garrison Bradford & Associates Inc. | 0.58% | New | 9,167 | $509K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +61.5% | 9,142 | $508K |
| Independent Investors Inc. | 0.10% | No change | 9,120 | $506K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 9,111 | $506K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.7% | 9,089 | $505K |
| Cibc World Market Inc. | 0.00% | Reduce -10.6% | 9,084 | $504K |
| Kapstone Financial Advisors LLC | 0.25% | Add +74.0% | 9,042 | $502K |
| Clearwave Capital, LLC | 0.34% | No change | 8,948 | $497K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -2.0% | 8,935 | $496K |
| Rwa Wealth Partners, LLC | 0.01% | Add +46.1% | 8,908 | $495K |
| Westend Capital Management, LLC | 0.15% | Reduce -0.3% | 8,870 | $492K |
| Jackson Hole Capital Partners, LLC | 0.08% | Add +13.9% | 8,862 | $492K |
| Focus Financial Network, Inc. | 0.02% | Reduce -19.9% | 8,821 | $490K |
| Cora Capital Advisors LLC | 0.16% | Reduce -67.4% | 8,796 | $488K |
| Plus Group Wealth Advisors LLC | 0.53% | Add +12.2% | 8,734 | $485K |
| Mendel Capital Management LLC | 0.24% | — | 8,718 | $484K |
| Comprehensive Money Management Services LLC | 0.32% | Add +23.7% | 8,700 | $483K |
| Novare Capital Management LLC | 0.04% | No change | 8,665 | $481K |
| Advisor Resource Council | 0.19% | Reduce -19.3% | 8,550 | $475K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +15.8% | 8,492 | $471K |
| Hilltop Holdings Inc. | 0.04% | Add +3.9% | 8,470 | $470K |
| Sound Income Strategies, LLC | 0.02% | Add +5.4% | 8,419 | $467K |
| Marion Wealth Management | 0.10% | Reduce -8.9% | 8,395 | $466K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 8,350 | $464K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -23.3% | 8,339 | $463K |
| Brighton Jones LLC | 0.01% | New | 8,314 | $462K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -6.0% | 8,080 | $449K |
| Carnegie Lake Advisors LLC | 0.18% | Add +1.2% | 8,040 | $446K |
| Richmond Investment Services, LLC | 0.07% | Add +24.4% | 8,036 | $446K |
| GWN Securities Inc. | 0.08% | Add +1.7% | 7,978 | $443K |
| WealthShield Partners, LLC | 0.05% | Add +26.6% | 7,917 | $440K |
| Triad Wealth Partners, LLC | 0.03% | Add +44.1% | 7,863 | $437K |
| Triton Wealth Management, PLLC | 0.16% | Add +4.1% | 7,824 | $436K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.0% | 7,846 | $436K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.3% | 7,840 | $435K |
| Beacon Financial Group | 0.04% | New | 7,805 | $433K |
| Harvest Investment Services, LLC | 0.08% | Reduce -22.2% | 7,781 | $432K |
| Advisor OS, LLC | 0.03% | Add +1.6% | 7,679 | $426K |
| Westside Investment Management, Inc. | 0.07% | Reduce -3.2% | 7,654 | $425K |
| Jefferies Financial Group Inc. | 0.01% | New | 7,642 | $424K |
| Keystone Financial Group | 0.03% | Add +58.1% | 7,622 | $423K |
| Means Investment Co., Inc. | 0.04% | Reduce -28.6% | 7,561 | $420K |
| Private Capital Advisors, Inc. | 0.05% | Add +42.0% | 7,542 | $419K |
| Gables Capital Management Inc. | 0.18% | Add +53.6% | 7,525 | $418K |
| Fortis Advisors, LLC | 0.21% | Add +2.7% | 7,523 | $418K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -28.6% | 7,500 | $416K |
| UMB Bank, n.a. | 0.01% | Reduce -2.9% | 7,491 | $416K |
| Searle & Co. | 0.11% | No change | 7,490 | $416K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +38.6% | 7,453 | $414K |
| MJP Associates Inc. | 0.05% | Add +1.7% | 7,361 | $409K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -45.7% | 7,274 | $404K |
| Financial Sense Advisors, Inc. | 0.09% | Add +21.0% | 7,255 | $403K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -36.7% | 7,214 | $401K |
| Sfmg, LLC | 0.03% | Reduce -55.0% | 7,212 | $400K |
| Berkshire Asset Management LLC | 0.02% | Add +1.9% | 7,135 | $396K |
| Independence Asset Advisors, LLC | 0.14% | Add +2.4% | 7,133 | $396K |
| Texas Yale Capital Corp. | 0.01% | Add +18.3% | 7,125 | $396K |
| Financially in Tune, LLC | 0.34% | Add +13.7% | 7,095 | $394K |
| Dakota Wealth Management | 0.01% | Add +14.8% | 7,046 | $391K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -0.7% | 7,042 | $391K |
| Nordwand Advisors, LLC | 0.07% | No change | 7,025 | $390K |
| Curtis Advisory Group, LLC | 0.08% | New | 7,016 | $390K |
| Legacy Wealth Management, LLC / MS | 0.11% | No change | 6,990 | $388K |
| Ergawealth Advisors, Inc. | 0.17% | Reduce -29.2% | 6,973 | $387K |
| Benchmark Financial, LLC | 0.35% | Reduce -2.4% | 6,972 | $387K |
| Socha Financial Group, LLC | 0.20% | Reduce -5.3% | 6,971 | $387K |
| Advyzon Investment Management, LLC | 0.03% | New | 6,968 | $387K |
| CWA Asset Management Group, LLC | 0.01% | New | 6,965 | $387K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +4.8% | 6,949 | $386K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -9.2% | 6,929 | $385K |
| TCFG Investment Advisors, LLC | 0.14% | — | 6,929 | $385K |
| KFA Private Wealth Group, LLC | 0.09% | Add +26.1% | 6,906 | $383K |
| Mosaic Advisors LLC | 0.56% | New | 6,371 | $376K |
| Pointe Capital Management LLC | 0.19% | No change | 6,765 | $376K |
| CENTRAL TRUST Co | 0.01% | Add +4.2% | 6,731 | $374K |
| OpenArc Corporate Advisory, LLC | 0.01% | New | 6,720 | $373K |
| Mascagni Wealth Management, Inc. | 0.26% | Reduce -15.8% | 6,529 | $362K |
| Montecito Bank & Trust | 0.06% | Reduce -0.3% | 6,450 | $358K |
| KERR FINANCIAL PLANNING Corp | 0.25% | Add +6.8% | 6,070 | $357K |
| SevenBridge Financial Group, LLC | 0.06% | Reduce -2.6% | 6,063 | $357K |
| Concorde Asset Management, LLC | 0.17% | Reduce -35.0% | 6,414 | $356K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 6,400 | $355K |
| Blodgett Wealth Advisors, LLC | 0.28% | Add +3.3% | 6,350 | $353K |
| Appleton Partners Inc. | 0.02% | Add +16.5% | 6,340 | $352K |
| Clearstead Trust, LLC | 0.06% | Add +8.6% | 6,338 | $352K |
| Milestone Asset Management Group, LLC | 0.21% | Reduce -2.7% | 6,338 | $352K |
| Apollon Financial, LLC | 0.05% | Add +46.7% | 6,291 | $349K |
| Andina Capital Management, LLC | 0.31% | New | 6,284 | $349K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.6% | 6,276 | $348K |
| Fisher Asset Management | 0.00% | Add +42.3% | 6,269 | $348K |
| Victory Financial Group, LLC | 0.04% | New | 6,244 | $347K |
| Raub Brock Capital Management LP | 0.09% | No change | 6,163 | $342K |
| Family Investment Center, Inc. | 0.07% | Reduce -24.0% | 6,161 | $342K |
| L & S Advisors Inc | 0.04% | New | 6,128 | $340K |
| Meadowbrook Wealth Management, LLC | 0.45% | No change | 6,114 | $339K |
| Rhodes Investment Advisors Inc. | 0.29% | Add +8.4% | 6,105 | $339K |
| Cassady Wealth & Retirement Planning, LLC | 0.18% | Add +0.3% | 5,713 | $339K |
| Portfolio Strategies, Inc. | 0.04% | Add +16.6% | 6,091 | $338K |
| Strait & Sound Wealth Management LLC | 0.13% | Add +6.4% | 6,030 | $335K |
| Adapt Wealth Advisors, LLC | 0.12% | New | 6,018 | $334K |
| Argyle Capital Partners, LLC | 0.24% | Add +3.0% | 6,010 | $334K |
| Fulcrum Wealth Advisors, LLC | 0.28% | New | 5,989 | $333K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 5,939 | $330K |
| Legacy Financial Strategies, LLC | 0.06% | Add +3.5% | 5,918 | $329K |
| Secure Asset Management, LLC | 0.05% | Add +12.9% | 5,873 | $326K |
| SkyOak Wealth, LLC | 0.06% | Add +56.0% | 5,850 | $325K |
| N.E.W. Advisory Services LLC | 0.02% | Add +66.6% | 5,840 | $324K |
| Bauman Advisory Group, LLC | 0.23% | Reduce -71.9% | 5,835 | $324K |
| Odyssey Capital Advisors, Inc. | 0.29% | Add +2.5% | 5,745 | $319K |
| Stratos Investment Management, LLC | 0.01% | Add +0.0% | 5,741 | $319K |
| Keybank National Association | 0.00% | No change | 5,739 | $319K |
| Hamel Associates, Inc. | 0.09% | Add +28.2% | 5,727 | $318K |
| BankPlus Trust Department | 0.08% | No change | 5,692 | $316K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -7.7% | 5,689 | $316K |
| Trexquant Investment LP | 0.00% | Add +0.6% | 5,669 | $315K |
| Sonoma Allocations LLC | 0.11% | Reduce -6.7% | 5,591 | $312K |
| Prevail Innovative Wealth Advisors, LLC | 0.05% | Add +6.3% | 5,579 | $310K |
| ONE Advisory Partners, LLC | 0.10% | No change | 5,562 | $309K |
| Blue Trust, Inc. | 0.00% | Reduce -6.7% | 5,539 | $308K |
| Cathy Pareto & Associates, Inc. | 0.21% | Add +0.2% | 5,523 | $307K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.7% | 5,510 | $306K |
| Pacific Sun Financial Corp | 0.15% | New | 5,503 | $306K |
| Focused Alpha, LLC | 0.09% | Add +1.9% | 5,496 | $305K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -0.2% | 5,878 | $304K |
| Signaturefd, LLC | 0.00% | Add +3.2% | 5,450 | $303K |
| Claro Advisors Inc. | 0.04% | Add +34.9% | 5,337 | $296K |
| Aspen Investment Management Inc | 0.09% | New | 5,315 | $295K |
| Parsons Capital Management Inc. | 0.01% | Add +4.5% | 5,264 | $292K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -66.2% | 5,428 | $292K |
| Balefire, LLC | 0.05% | Add +13.2% | 5,249 | $291K |
| Redwood Family Wealth LLC | 0.29% | Add +0.9% | 5,247 | $291K |
| Fischer Investment Strategies, LLC | 0.17% | No change | 5,245 | $291K |
| Wellington Grp LLC | 0.09% | Add +923.4% | 5,209 | $289K |
| Cascade Financial Partners, LLC | 0.03% | Add +34.0% | 5,209 | $289K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -3.1% | 5,194 | $288K |
| Hohimer Wealth Management, LLC | 0.04% | No change | 5,191 | $288K |
| Csenge Advisory Group | 0.01% | Add +0.2% | 5,188 | $288K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 5,171 | $287K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +0.0% | 5,162 | $287K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.2% | 5,161 | $287K |
| Financial Gravity Asset Management, Inc. | 0.05% | New | 5,153 | $286K |
| Mascoma Wealth Management LLC | 0.06% | Add +28.4% | 5,104 | $283K |
| Cedar Mountain Advisors, LLC | 0.06% | Add +220.0% | 5,098 | $283K |
| Certuity, LLC | 0.02% | Add +35.1% | 5,087 | $282K |
| SouthState Bank Corp | 0.01% | New | 5,073 | $282K |
| Birchcreek Wealth Management, LLC | 0.14% | No change | 5,070 | $281K |
| Columbia Asset Management | 0.05% | No change | 5,028 | $279K |
| Guidance Capital, Inc. | 0.06% | New | 4,725 | $279K |
| White Knight Strategic Wealth Advisors, LLC | 0.23% | Reduce -15.6% | 5,019 | $279K |
| Guardian Financial Partners, LLC | 0.12% | No change | 5,000 | $278K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 5,000 | $278K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +49.6% | 4,972 | $276K |
| Accurate Wealth Management, LLC | 0.03% | New | 4,781 | $275K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -20.3% | 4,945 | $275K |
| Financial Management Network Inc. | 0.04% | New | 4,772 | $274K |
| Thompson Davis & Co., Inc. | 0.18% | Reduce -32.3% | 4,915 | $273K |
| McAdam, LLC | 0.01% | Add +27.8% | 4,907 | $272K |
| Realta Investment Advisors | 0.09% | Add +12.8% | 4,879 | $271K |
| Boyum Wealth Architects LLC | 0.11% | Reduce -3.5% | 4,593 | $270K |
| Taylor Securities Services, Inc. | 0.13% | New | 4,841 | $269K |
| SMART Wealth LLC | 0.08% | Add +1.3% | 4,832 | $268K |
| Aurdan Capital Management, LLC | 0.08% | No change | 4,785 | $266K |
| Certior Financial Group, LLC | 0.17% | New | 4,747 | $264K |
| NBT Bank, N.A. | 0.02% | Add +136.3% | 4,725 | $262K |
| WealthPLAN Partners, LLC | 0.05% | Add +19.0% | 4,706 | $261K |
| Catalyst Private Wealth, LLC | 0.14% | No change | 4,698 | $261K |
| Winebrenner Capital Management LLC | 0.17% | Reduce -7.0% | 4,686 | $260K |
| Pinion Investment Advisors, LLC | 0.06% | New | 4,656 | $259K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -66.9% | 4,658 | $258K |
| Seelaus Asset Management LLC | 0.19% | Reduce -13.9% | 4,645 | $258K |
| Cape Investment Advisory, Inc. | 0.09% | Add +81.8% | 4,621 | $257K |
| Integrated Wealth Management | 0.29% | No change | 4,600 | $255K |
| Redwood Wealth Management Group, LLC | 0.11% | No change | 4,600 | $255K |
| Sun Financial Inc | 0.13% | Add +20.9% | 4,226 | $254K |
| Trivium Point Advisory, LLC | 0.05% | Add +12.2% | 4,549 | $253K |
| Private Wealth Group, LLC | 0.12% | New | 4,536 | $252K |
| Fairvoy Private Wealth, LLC | 0.06% | Add +6.5% | 4,524 | $251K |
| WealthTrust Asset Management, LLC | 0.15% | New | 4,511 | $250K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 4,459 | $248K |
| Obsidian Cio, LLC | 0.22% | Add +23.3% | 4,448 | $247K |
| Nwam LLC | 0.01% | New | 4,446 | $247K |
| BCS Wealth Management | 0.05% | Reduce -42.8% | 4,445 | $247K |
| Regal Investment Advisors LLC | 0.01% | Reduce -18.1% | 4,440 | $247K |
| Private Wealth Asset Management, LLC | 0.03% | Add +2.7% | 4,436 | $246K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | No change | 4,435 | $246K |
| Meridian Financial Advisors, LLC | 0.13% | New | 4,427 | $246K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -6.2% | 4,387 | $244K |
| Clarendon Private LLC | 0.19% | Add +2.6% | 4,351 | $242K |
| Bay Rivers Group | 0.10% | Add +9.9% | 4,311 | $239K |
| Dudley Capital Management, LLC | 0.11% | Reduce -0.9% | 4,301 | $239K |
| Novak & Powell Financial Services, Inc. | 0.13% | Add +0.4% | 4,290 | $238K |
| Compass Ion Advisors, LLC | 0.02% | Add +16.9% | 4,281 | $238K |
| Red Mountain Financial, LLC | 0.22% | Add +4.3% | 4,265 | $237K |
| TFC Financial Management, Inc. | 0.03% | No change | 4,228 | $235K |
| Granite Harbor Advisors, Inc. | 0.10% | Add +2.7% | 4,221 | $234K |
| RoundAngle Advisors LLC | 0.17% | New | 4,218 | $234K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,215 | $234K |
| Montz Harcus Wealth Management LLC | 0.09% | Add +0.9% | 4,213 | $234K |
| Gateway Investment Advisers LLC | 0.00% | New | 4,204 | $233K |
| Mission Hills Financial Advisory, LLC | 0.12% | New | 4,200 | $233K |
| Quattro Financial Advisors LLC | 0.07% | New | 4,180 | $232K |
| Acorn Wealth Advisors, LLC | 0.07% | New | 4,179 | $232K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,157 | $231K |
| Capital Square, LLC | 0.11% | Add +9.7% | 3,904 | $230K |
| Valicenti Advisory Services Inc. | 0.05% | New | 4,145 | $230K |
| Welch Financial Planning, LLC | 0.17% | No change | 4,139 | $230K |
| Virtue Capital Management, LLC | 0.03% | Add +0.2% | 4,270 | $230K |
| Legacy Wealth Asset Management, LLC | 0.06% | New | 4,119 | $229K |
| Family Manage LLC | 0.03% | No change | 4,100 | $228K |
| Moneco Advisors, LLC | 0.02% | Add +11.6% | 4,099 | $228K |
| Barnes Wealth Management Group, Inc | 0.11% | Add +0.1% | 4,071 | $226K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,068 | $226K |
| Alessandra Capital Management, LLC | 0.19% | Add +14.1% | 4,050 | $225K |
| Forum Financial Management, LP | 0.00% | No change | 4,017 | $223K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 4,000 | $222K |
| Sequent Planning LLC | 0.05% | Add +1.9% | 3,969 | $220K |
| Coquina Private Wealth LLC | 0.18% | New | 3,961 | $220K |
| Welch Group, LLC | 0.01% | No change | 3,950 | $219K |
| Aire Advisors, LLC | 0.04% | New | 3,945 | $219K |
| Goldenstone Wealth Management LLC | 0.16% | Add +1.0% | 3,933 | $218K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,891 | $216K |
| Tidemark, LLC | 0.05% | Add +1.2% | 3,827 | $212K |
| Websterrogers Financial Advisors, LLC | 0.06% | New | 3,799 | $211K |
| Howard Wealth Management, LLC | 0.09% | Add +2.7% | 3,776 | $210K |
| XML Financial, LLC | 0.02% | No change | 3,750 | $208K |
| Friday Financial | 0.07% | New | 3,726 | $207K |
| Caitlin John, LLC | 0.12% | Add +40.2% | 3,696 | $205K |
| LJI Wealth Management, LLC | 0.03% | New | 3,665 | $203K |
| CFO4Life Group, LLC | 0.03% | Reduce -8.3% | 3,622 | $201K |
| Colonial Trust Co / SC | 0.03% | No change | 3,605 | $200K |
| Ankerstar Wealth, LLC | 0.21% | Reduce -24.7% | 3,529 | $196K |
| Marshall & Sterling Wealth Advisors Inc. | 0.13% | Reduce -73.2% | 3,514 | $195K |
| Bfsg, LLC | 0.02% | Reduce -3.1% | 3,268 | $181K |
| Centerpoint Advisors, LLC | 0.06% | Add +2.3% | 3,073 | $171K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,970 | $166K |
| Winch Advisory Services, LLC | 0.04% | Add +36.5% | 2,941 | $163K |
| VSM Wealth Advisory, LLC | 0.05% | Add +2.7% | 2,858 | $159K |
| Ssa Swiss Advisors AG | 0.07% | No change | 2,799 | $155K |
| Ascentis Independent Advisors | 0.01% | New | 2,334 | $130K |
| Bogart Wealth, LLC | 0.01% | Add +1054.0% | 2,331 | $129K |
| Reyes Financial Architecture, Inc. | 0.10% | No change | 2,307 | $128K |
| MPWM Advisory Solutions, LLC | 0.07% | Add +228.6% | 2,300 | $128K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,275 | $126K |
| Versant Capital Management, Inc | 0.01% | No change | 2,237 | $124K |
| GAMMA Investing LLC | 0.01% | Reduce -20.2% | 2,180 | $121K |
| Innovative Asset Advisors Group, LLC | 0.07% | — | 2,144 | $119K |
| Citigroup Inc. | 0.00% | New | 2,132 | $118K |
| Strive Financial Group ,LLC | 0.06% | No change | 2,088 | $116K |
| Keating Financial Advisory Services, Inc. | 0.02% | Add +1.2% | 2,047 | $114K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +0.1% | 2,038 | $113K |
| Bayban | 0.09% | No change | 1,926 | $107K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,882 | $105K |
| Graney & King, LLC | 0.06% | Reduce -35.1% | 1,843 | $102K |
| American Capital Advisory, LLC | 0.04% | No change | 1,820 | $101K |
| Hollencrest Capital Management | 0.00% | Add +2.6% | 1,725 | $96K |
| IAG Wealth Partners, LLC | 0.01% | New | 1,714 | $95K |
| SOA Wealth Advisors, LLC. | 0.02% | New | 1,678 | $93K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 1,667 | $93K |
| Gilpin Wealth Management, LLC | 0.07% | Add +22.4% | 1,630 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.9% | 1,597 | $89K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -2.1% | 1,595 | $89K |
| Founders Financial Alliance, LLC | 0.02% | Add +34.6% | 1,591 | $88K |
| GGM Financial LLC | 0.04% | Add +2.7% | 1,574 | $87K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -45.8% | 1,555 | $86K |
| Essential Investment Partners LLC | 0.08% | Add +60.6% | 1,550 | $86K |
| Hilton Head Capital Partners, LLC | 0.05% | No change | 1,500 | $83K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +634.5% | 1,447 | $80K |
| Pin Oak Investment Advisors Inc. | 0.06% | No change | 1,415 | $79K |
| CoreCap Advisors, LLC | 0.00% | Reduce -61.3% | 1,355 | $75K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,258 | $70K |
| Russell Investments Group, Ltd. | 0.00% | Add +66.5% | 1,132 | $63K |
| Front Row Advisors LLC | 0.02% | No change | 1,115 | $62K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,056 | $59K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,000 | $56K |
| Dynamic Wealth Strategies, LLC | 0.03% | New | 974 | $54K |
| Wolff Wiese Magana LLC | 0.03% | Add +269.6% | 961 | $53K |
| Roxbury Financial LLC | 0.05% | No change | 949 | $53K |
| Sunrise Financial Services, LLC | 0.04% | Reduce -29.9% | 926 | $51K |
| Activest Wealth Management | 0.01% | Add +45050.0% | 903 | $50K |
| Heritage Wealth Advisors | 0.00% | Add +24.6% | 893 | $50K |
| Strategic Investment Solutions, Inc. | 0.01% | New | 878 | $49K |
| Roble, Belko & Company, Inc | 0.01% | No change | 871 | $48K |
| BlackRock, Inc. | 0.00% | Add +0.1% | 842 | $47K |
| Ascentis Wealth Management, LLC | 0.01% | Add +347.3% | 747 | $42K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +4.3% | 703 | $40K |
| Independence Bank of Kentucky | 0.01% | No change | 720 | $40K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.2% | 711 | $39K |
| National Bank of Canada | 0.00% | No change | 702 | $39K |
| Park Place Capital Corp | 0.01% | Reduce -76.7% | 700 | $39K |
| Main Street Group, LTD | 0.01% | New | 660 | $37K |
| Archer Investment Corp | 0.01% | No change | 590 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 546 | $32K |
| Highline Wealth Partners LLC | 0.01% | New | 545 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -25.0% | 525 | $29K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $28K |
| WFA of San Diego, LLC | 0.02% | Reduce -2.1% | 460 | $26K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $25K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -87.2% | 446 | $25K |
| Salomon & Ludwin, LLC | 0.00% | No change | 434 | $24K |
| Valley National Advisers Inc. | 0.00% | No change | 411 | $22K |
| 3Chopt Investment Partners, LLC | 0.00% | Reduce -0.5% | 374 | $21K |
| SJS Investment Consulting Inc. | 0.00% | No change | 357 | $20K |
| Piscataqua Savings Bank | 0.01% | No change | 335 | $19K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 324 | $18K |
| Root Financial Partners, LLC | 0.00% | Add +295.1% | 320 | $18K |
| Evermay Wealth Management LLC | 0.00% | New | 300 | $17K |
| AlphaCore Capital LLC | 0.00% | Reduce -20.3% | 295 | $16K |
| Acumen Wealth Advisors, LLC | 0.00% | Add +89.5% | 290 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 264 | $15K |
| Osbon Capital Management LLC | 0.01% | No change | 263 | $15K |
| Vision Retirement, LLC | 0.00% | No change | 259 | $14K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 257 | $14K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 250 | $14K |
| Rossby Financial, LCC | 0.00% | No change | 237 | $13K |
| United Financial Planning Group LLC | 0.01% | New | 236 | $13K |
| Miller Global Investments, LLC | 0.01% | New | 205 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 200 | $11K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 200 | $11K |
| Community Financial Services Group, LLC | 0.00% | New | 200 | $11K |
| Avion Wealth | 0.00% | Reduce -93.3% | 200 | $11K |
| Godsey & Gibb, Inc. | 0.00% | No change | 193 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 186 | $10K |
| Stance Capital LLC | 0.00% | New | 179 | $10K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.8% | 179 | $10K |
| Delos Wealth Advisors, LLC | 0.01% | Reduce -40.1% | 176 | $10K |
| CX Institutional | 0.00% | Reduce -80.6% | 156 | $9K |
| Robinswood Financial LLC | 0.00% | New | 154 | $9K |
| First PREMIER Bank | 0.00% | No change | 144 | $8K |
| Operose Advisors LLC | 0.00% | Add +1260.0% | 136 | $8K |
| SWAN Capital LLC | 0.00% | New | 135 | $7K |
| My Portfolio Guide, LLC | 0.00% | — | 120 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Add +5.0% | 106 | $6K |
| Costello Asset Management, INC | 0.00% | Add +3.0% | 104 | $6K |
| Bullock Wealth Management Group | 0.00% | No change | 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% | No change | 100 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 100 | $6K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $6K |
| Imprint Wealth LLC | 0.02% | Reduce -86.8% | 95 | $5K |
| City State Bank | 0.00% | No change | 95 | $5K |
| Evolution Wealth Management Inc. | 0.00% | No change | 93 | $5K |
| Chesapeake Asset Management LLC | 0.00% | Add +2.2% | 92 | $5K |
| LGT Financial Advisors LLC | 0.02% | No change | 62 | $3K |
| Paladin Advisory Group, LLC | 0.00% | No change | 60 | $3K |
| Lummis Asset Management, LP | 0.00% | No change | 60 | $3K |
| Mather Group, Llc. | 0.00% | New | 60 | $3K |
| Gen-Wealth Partners Inc | 0.00% | Add +1.7% | 59 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 56 | $3K |
| Investors Research Corp | 0.00% | No change | 54 | $3K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -15.0% | 51 | $3K |
| Coston, McIsaac & Partners | 0.00% | No change | 46 | $2K |
| Ancora Advisors LLC | 0.00% | New | 34 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.1% | 33 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Add +80.0% | 27 | $2K |
| Virtus Advisers, LLC | 0.00% | Reduce -46.0% | 20 | $1K |
| Scarborough Advisors, LLC | 0.00% | No change | 19 | $1K |
| Purpose Unlimited Inc. | 0.00% | No change | 19 | $1K |
| Park Square Financial Group, LLC | 0.01% | New | 18 | $1K |
| Legacy Bridge, LLC | 0.00% | No change | 15 | $833 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 5 | $277 |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -97.7% | 3 | $149 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.