JPM Nasdaq Equity PremiumJEPQETF
13F holders, Q2 2026 (June 30)1,028holders +59
119new positions
51sold out
6famous investors
$61.31avg. 13F price*
At the end of Q2 2026, 1,028 institutions reported holding JPM Nasdaq Equity Premium (JEPQ) in their 13F filings, up 59 from Q1 2026. 119 opened new positions and 51 sold out. The largest holders were Morgan Stanley ($1.6B), JPMorgan Chase & Co. ($1.4B) and LPL Financial LLC ($1.1B). 6 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 (Q2 2026)
- CUSIP
- 46654Q203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 119 | $154.5M |
| Exits | 51 | $51.7M |
All 13F filers, Q1 2026 → Q2 2026: 18,274,135 shares bought and 5,198,753 shares sold, net +13,075,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,028 holders
| Morgan Stanley | 0.08% | Add +10.3% | 26,020,258 | $1.6B |
| JPMorgan Chase & Co. | 0.08% | Add +2.2% | 23,134,698 | $1.4B |
| LPL Financial LLC | 0.26% | Add +10.2% | 18,594,541 | $1.1B |
| Bank of America Corp. | 0.06% | Add +4.8% | 14,550,868 | $894.3M |
| Wells Fargo & Company | 0.10% | Add +6.8% | 9,691,459 | $595.6M |
| Ameriprise Financial Inc. | 0.07% | Add +12.4% | 5,524,865 | $339.5M |
| Royal Bank of Canada | 0.05% | Add +5.6% | 4,865,661 | $299.0M |
| Raymond James Financial Inc. | 0.07% | Add +3.2% | 4,410,368 | $271.1M |
| Osaic Holdings, Inc. | 0.32% | Add +16.9% | 4,365,130 | $268.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +8.2% | 4,336,966 | $266.5M |
| Cetera Investment Advisers | 0.19% | Add +12.2% | 3,405,031 | $209.3M |
| Commonwealth Equity Services, LLC | 0.25% | Add +5.4% | 3,290,625 | $202.2M |
| UBS Group AG | 0.03% | Reduce -8.3% | 3,201,420 | $196.8M |
| Jones Financial Companies LLLP | 0.06% | Add +21.0% | 2,605,719 | $154.8M |
| Equitable Holdings, Inc. | 0.77% | Reduce -0.1% | 2,152,109 | $129.6M |
| RiverFront Investment Group, LLC | 1.67% | Add +0.9% | 2,060,239 | $126.6M |
| Allworth Financial LP | 0.45% | Reduce -16.5% | 1,728,321 | $106.2M |
| MML Investors Services, LLC | 0.21% | Add +38.8% | 1,648,740 | $101.3M |
| Adams Asset Advisors, LLC | 10.00% | Add +29.5% | 1,408,060 | $86.5M |
| Stifel Financial Corp. | 0.07% | Add +8.2% | 1,405,732 | $86.4M |
| Capital Advisors Inc. | 1.26% | Reduce -0.2% | 1,392,157 | $85.6M |
| Kestra Advisory Services, LLC | 0.26% | Add +4.8% | 1,309,528 | $80.5M |
| Janney Montgomery Scott LLC | 0.15% | New | 1,256,696 | $77.2M |
| Hilton Capital Management, LLC | 4.99% | Add +9.2% | 1,186,561 | $72.9M |
| Private Advisor Group, LLC | 0.27% | Reduce -1.0% | 960,111 | $59.0M |
| Mariner, LLC | 0.06% | Reduce -21.5% | 882,072 | $54.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -1.3% | 840,881 | $51.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +4.3% | 798,914 | $49.1M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -10.5% | 798,262 | $49.1M |
| SBI Securities Co., Ltd. | 1.05% | Reduce -1.9% | 754,312 | $46.4M |
| Apollon Wealth Management, LLC | 0.54% | Add +10.0% | 725,799 | $44.6M |
| Arax Advisory Partners | 0.28% | Add +208.2% | 698,508 | $42.9M |
| Baird Financial Group, Inc. | 0.06% | Add +0.1% | 688,736 | $42.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +29.9% | 678,789 | $41.7M |
| Wealth Advisors of Iowa, LLC | 11.22% | Add +6.1% | 674,013 | $41.4M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +1.8% | 661,744 | $40.7M |
| IMC-Chicago, LLC | 0.37% | Add +440.6% | 655,652 | $40.3M |
| Great Valley Advisor Group, Inc. | 0.62% | Add +8.1% | 635,496 | $39.1M |
| NewEdge Advisors, LLC | 0.12% | Add +14.3% | 632,916 | $38.9M |
| Franklin Resources Inc. | 0.01% | Add +4.3% | 617,356 | $37.9M |
| Truist Financial Corp. | 0.05% | Add +2.4% | 613,914 | $37.7M |
| Focus Partners Wealth | 0.04% | Add +3.6% | 574,331 | $35.3M |
| Traynor Capital Management, Inc. | 1.62% | Add +50.9% | 559,504 | $34.4M |
| Magnus Financial Group LLC | 2.36% | Add +6.9% | 540,109 | $33.2M |
| Lebenthal Global Advisors, LLC | 4.36% | Add +0.5% | 525,973 | $32.3M |
| Signature Estate & Investment Advisors LLC | 0.58% | Reduce -8.4% | 520,036 | $32.0M |
| Venture Visionary Partners LLC | 0.83% | Add +140.1% | 485,267 | $29.8M |
| HUB Investment Partners, LLC | 0.55% | Add +4.1% | 484,137 | $29.8M |
| Kingsview Wealth Management, LLC | 0.35% | Add +23.3% | 469,715 | $28.9M |
| PSI Advisors, LLC | 6.70% | Reduce -10.6% | 469,545 | $28.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +22.6% | 461,114 | $28.3M |
| James Reed Financial Services, Inc. | 19.90% | Add +0.7% | 424,120 | $26.1M |
| Integrated Wealth Concepts LLC | 0.17% | Add +122.1% | 416,331 | $25.6M |
| Cornerstone Advisory, LLC | 2.01% | Add +1.7% | 394,178 | $24.2M |
| SageGuard Financial Group, LLC | 3.29% | Add +8.1% | 380,856 | $23.4M |
| Cerity Partners LLC | 0.03% | Add +19.4% | 365,327 | $22.5M |
| Waverly Advisors, LLC | 0.13% | Reduce -14.8% | 360,324 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -5.8% | 358,660 | $21.7M |
| Independent Financial Group, LLC | 0.40% | Add +13.6% | 351,960 | $21.6M |
| Wealthfront Advisers LLC | 0.04% | Add +4.5% | 346,859 | $21.3M |
| Citadel Advisors | 0.01% | Add +29.2% | 315,184 | $19.4M |
| Cary Street Partners Financial LLC | 0.42% | Reduce -49.9% | 314,799 | $19.3M |
| Westwood Holdings Group Inc. | 0.15% | Add +7.5% | 314,272 | $19.3M |
| PVG Asset Management Corp. | 9.98% | No change | 280,457 | $17.2M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -18.9% | 273,129 | $16.8M |
| &partners | 0.07% | Reduce -9.8% | 264,957 | $16.3M |
| Hennion & Walsh Asset Management, Inc. | 0.45% | Add +4.3% | 254,749 | $15.7M |
| United Capital Financial Advisors, LLC | 0.09% | Add +18.0% | 250,359 | $15.4M |
| Avior Wealth Management, LLC | 0.40% | Add +47.4% | 248,290 | $15.3M |
| Aventura Private Wealth, LLC | 4.59% | Reduce -12.5% | 243,261 | $15.0M |
| Kingswood Wealth Advisors, LLC | 0.60% | Add +9.8% | 242,328 | $14.9M |
| Kintra Wealth, LLC | 0.76% | Add +1.3% | 239,153 | $14.4M |
| Compass Financial Services Inc | 5.39% | Add +8.9% | 234,825 | $14.4M |
| Argent Trust Co | 0.41% | Add +5.7% | 228,134 | $14.0M |
| Prospera Financial Services Inc | 0.20% | Add +5.0% | 224,862 | $13.8M |
| Rothschild Investment LLC | 0.51% | Add +4.7% | 222,830 | $13.7M |
| Captrust Financial Advisors | 0.02% | Add +2.4% | 222,389 | $13.7M |
| Bernardo Wealth Planning LLC | 2.33% | Add +2.9% | 222,110 | $13.7M |
| Centurion Wealth Management LLC | 3.25% | Reduce -16.7% | 221,476 | $13.6M |
| Cambridge Advisors Inc. | 2.16% | Reduce -0.7% | 204,827 | $12.6M |
| Beacon Financial Advisory LLC | 2.45% | Add +3.0% | 202,252 | $12.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +19.8% | 199,609 | $12.3M |
| Prota Financial, LLC | 7.94% | Reduce -0.3% | 200,297 | $12.1M |
| New Wave Wealth Advisors LLC | 3.21% | Add +31.1% | 191,234 | $11.8M |
| Eldridge Investment Advisors, Inc. | 2.30% | Reduce -0.8% | 191,129 | $11.6M |
| Morse Asset Management, Inc | 1.93% | Add +6.6% | 189,118 | $11.6M |
| Caerus Investment Advisors, LLC | 3.90% | Add +33.6% | 188,082 | $11.6M |
| Mountain Capital Investment Advisors Inc. | 1.64% | Reduce -5.9% | 187,021 | $11.5M |
| Natixis Advisors, LLC | 0.01% | Add +41.7% | 184,612 | $11.3M |
| Sigma Planning Corp | 0.28% | Add +146.6% | 183,824 | $11.3M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -11.9% | 182,903 | $11.2M |
| Three Magnolias Financial Advisors, LLC | 6.20% | Reduce -8.3% | 181,178 | $11.1M |
| Coastal Bridge Advisors, LLC | 0.64% | Add +5.7% | 168,364 | $10.3M |
| Indivisible Partners | 0.58% | Reduce -10.8% | 167,337 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -25.2% | 166,464 | $10.2M |
| Southern Capital Services Inc. | 5.73% | Reduce -13.5% | 166,216 | $10.2M |
| Creative Planning | 0.01% | Add +13.2% | 166,081 | $10.2M |
| Larson Financial Group LLC | 0.27% | Add +8.8% | 165,847 | $10.2M |
| ADG Wealth Management Group, LLC | 6.36% | Add +1.7% | 162,899 | $10.0M |
| D.A. Davidson & Co. | 0.05% | Add +28.7% | 160,918 | $9.9M |
| Spire Wealth Management | 0.30% | Add +13.6% | 159,768 | $9.8M |
| Smartleaf Asset Management LLC | 0.31% | No change | 159,537 | $9.7M |
| Geneos Wealth Management Inc. | 0.20% | Add +22.4% | 157,145 | $9.7M |
| Principle Wealth Partners LLC | 0.48% | Add +3.0% | 156,531 | $9.6M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +46.9% | 156,440 | $9.6M |
| Kennedy Investment Group, Inc. | 3.26% | Add +3.8% | 156,378 | $9.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +24.2% | 155,370 | $9.5M |
| Stephens Inc. | 0.11% | Add +7.0% | 154,910 | $9.5M |
| Mechanics Bank Trust Department | 1.17% | Add +7.9% | 154,254 | $9.5M |
| Fifth Third Bancorp | 0.02% | Reduce -2.9% | 152,716 | $9.4M |
| IVC Wealth Advisors LLC | 3.64% | Add +0.1% | 151,657 | $9.3M |
| Summit Financial, LLC | 0.10% | Add +9.3% | 151,581 | $9.3M |
| Mgo One Seven LLC | 0.15% | Reduce -13.8% | 149,578 | $9.2M |
| IHT Wealth Management, LLC | 0.19% | Add +16.7% | 145,334 | $8.9M |
| Advisory Resource Group | 1.34% | Add +0.7% | 144,604 | $8.9M |
| Sheets Smith Wealth Management | 0.89% | Add +0.3% | 144,284 | $8.9M |
| Park Avenue Securities LLC | 0.05% | New | 142,136 | $8.7M |
| Carr Financial Group Corp | 2.01% | Reduce -6.6% | 142,112 | $8.7M |
| Lee Johnson Capital Management, LLC | 2.67% | Add +42.4% | 138,987 | $8.5M |
| Cornerstone Wealth Management, LLC | 0.37% | Reduce -14.2% | 138,516 | $8.5M |
| Childress Capital Advisors, LLC | 1.39% | Add +0.2% | 138,473 | $8.5M |
| MTM Financial Group, LLC | 3.64% | Add +8.4% | 138,264 | $8.5M |
| Chicago Partners Investment Group LLC | 0.17% | Add +27.4% | 144,055 | $8.4M |
| Brookstone Capital Management | 0.08% | Add +10.5% | 133,863 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -14.9% | 133,710 | $8.2M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +3.4% | 132,470 | $8.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.83% | Reduce -36.2% | 132,001 | $8.1M |
| Citizens Financial Group Inc. | 0.10% | Add +10.2% | 131,155 | $8.1M |
| Garden State Investment Advisory Services LLC | 1.54% | Add +7.1% | 127,998 | $7.9M |
| Milestone Asset Management, LLC | 1.23% | Add +0.8% | 127,319 | $7.8M |
| Money Concepts Capital Corp. | 0.36% | Add +10.6% | 124,747 | $7.7M |
| Granite Bay Wealth Management, LLC | 0.70% | New | 123,253 | $7.6M |
| Huntington National Bank | 0.05% | Add +4.8% | 122,516 | $7.5M |
| Thoroughbred Financial Services, LLC | 0.36% | Reduce -2.2% | 121,643 | $7.5M |
| Wick Capital Partners, LLC | 1.12% | Reduce -8.3% | 120,949 | $7.4M |
| Assetmark, Inc. | 0.01% | Reduce -5.7% | 120,817 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.8% | 120,356 | $7.4M |
| Z3 Capital Partners, LLC | 1.53% | Add +4.6% | 118,720 | $7.3M |
| Renaissance Technologies | 0.01% | Add +15.4% | 118,400 | $7.3M |
| Gladstone Institutional Advisory LLC | 0.23% | Add +9.0% | 117,880 | $7.2M |
| Foresight Capital Management Advisors, Inc. | 3.50% | Add +2.1% | 117,181 | $7.2M |
| AE Wealth Management LLC | 0.03% | Add +12.8% | 116,652 | $7.2M |
| NFSG Corp | 0.88% | Reduce -2.1% | 115,491 | $7.1M |
| Centaurus Financial, Inc. | 0.27% | Add +13.8% | 114,630 | $7.0M |
| New England Private Wealth Advisors LLC | 0.68% | Reduce -0.2% | 121,260 | $7.0M |
| Pinnacle Associates Ltd. | 0.08% | Add +0.4% | 114,226 | $7.0M |
| Beck Capital Management, LLC | 1.29% | Add +1.4% | 114,224 | $7.0M |
| Capital Analysts, LLC | 0.16% | Add +3.1% | 113,968 | $7.0M |
| High Net Worth Advisory Group LLC | 1.46% | Reduce -2.9% | 112,136 | $6.9M |
| Principal Securities, Inc. | 0.08% | Add +18.8% | 111,963 | $6.9M |
| International Assets Investment Management, LLC | 0.41% | Add +14.1% | 113,001 | $6.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -90.1% | 108,200 | $6.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +32.3% | 107,505 | $6.6M |
| Retirement Planning Group, LLC / NY | 3.56% | Add +22.8% | 106,324 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -1.9% | 106,236 | $6.5M |
| Arkadios Wealth Advisors | 0.10% | Reduce -33.8% | 105,238 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +7.8% | 104,626 | $6.4M |
| MBL Wealth, LLC | 0.42% | Reduce -6.5% | 100,903 | $6.2M |
| Trinity Legacy Partners, LLC | 1.23% | Add +7.7% | 103,616 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +26.3% | 99,594 | $6.1M |
| Clear Creek Financial Management, LLC | 0.39% | Add +194.5% | 98,737 | $6.1M |
| Ignite Planners, LLC | 0.83% | Add +2.7% | 98,197 | $6.0M |
| NWF Advisory Services Inc. | 0.57% | Add +8.4% | 98,165 | $6.0M |
| Intrepid Financial Planning Group LLC | 2.03% | Add +1.2% | 97,381 | $6.0M |
| Savvy Advisors, Inc. | 0.13% | Add +514.3% | 97,337 | $6.0M |
| Mutual Advisors, LLC | 0.11% | Add +1.9% | 97,123 | $6.0M |
| Eagle Bluffs Wealth Management LLC | 1.98% | Reduce -11.1% | 96,228 | $5.9M |
| RWQ Financial Management Services, Inc. | 2.83% | Reduce -30.3% | 95,537 | $5.9M |
| Ameritas Advisory Services, LLC | 0.12% | Add +124.7% | 95,380 | $5.9M |
| WealthPlan Investment Management, LLC | 0.29% | Reduce -1.2% | 94,561 | $5.8M |
| KFG Wealth Management, LLC | 0.66% | Add +13.8% | 94,423 | $5.8M |
| Kingstone Capital Partners Texas, LLC | 3.09% | Add +15.3% | 94,335 | $5.8M |
| AlphaStar Capital Management, LLC | 0.37% | Reduce -15.2% | 93,958 | $5.8M |
| Headlands Technologies LLC | 0.61% | Add +187.6% | 93,776 | $5.8M |
| Integrity Alliance, Llc. | 0.18% | Reduce -4.9% | 93,077 | $5.7M |
| Maia Wealth LLC | 0.84% | Add +5.0% | 92,425 | $5.7M |
| Perennial Investment Advisors, LLC | 0.38% | Add +9.5% | 92,236 | $5.7M |
| Ulland Investment Advisors, LLC | 4.06% | Add +4.1% | 89,366 | $5.5M |
| Nicolet Bankshares Inc. | 0.17% | Add +26.8% | 88,546 | $5.4M |
| Clearstead Advisors, LLC | 0.05% | Add +136.7% | 88,119 | $5.4M |
| Atlantic Union Bankshares Corp | 0.09% | Add +65.0% | 87,236 | $5.4M |
| Hexagon Capital Partners LLC | 0.75% | Add +8.9% | 86,740 | $5.3M |
| 21 West Wealth Management LLC | 4.54% | Reduce -2.1% | 86,508 | $5.3M |
| Vienna Asset Management LLC | 3.77% | Reduce -20.3% | 86,240 | $5.3M |
| Susquehanna International Group, LLP | 0.00% | Add +300.1% | 85,632 | $5.3M |
| Harbour Investments, Inc. | 0.07% | Reduce -9.7% | 84,885 | $5.2M |
| Intelligence Driven Advisers, LLC | 0.84% | New | 84,000 | $5.2M |
| Semus Wealth Partners LLC | 2.47% | Add +3.5% | 83,243 | $5.1M |
| Wedbush Securities Inc. | 0.13% | Add +8.2% | 82,531 | $5.1M |
| Silver Oak Securities, Incorporated | 0.31% | Add +13.7% | 81,980 | $5.0M |
| Gateway Wealth Partners, LLC | 0.30% | Reduce -44.5% | 81,873 | $5.0M |
| World Investment Advisors | 0.08% | Reduce -1.9% | 89,883 | $5.0M |
| DAVENPORT & Co LLC | 0.03% | Add +5.1% | 81,180 | $5.0M |
| Onyx Bridge Wealth Group LLC | 0.45% | Add +2.3% | 80,567 | $5.0M |
| Capital Investment Advisory Services, LLC | 0.30% | Add +6.5% | 80,303 | $4.9M |
| WCG Wealth Advisors LLC | 0.12% | Add +11.1% | 80,137 | $4.9M |
| Benjamin Edwards Inc. | 0.04% | Reduce -8.2% | 79,639 | $4.9M |
| FAS Wealth Partners, Inc. | 0.25% | Reduce -1.0% | 78,888 | $4.8M |
| Mission Wealth Management, LP | 0.06% | New | 78,814 | $4.8M |
| Apella Capital, LLC | 0.07% | Add +2.3% | 80,157 | $4.8M |
| Lake Street Private Wealth, LLC | 0.54% | Reduce -10.0% | 76,401 | $4.7M |
| PFG Investments, LLC | 0.18% | Add +4.6% | 76,233 | $4.7M |
| S&A Financial Services, Inc. | 2.85% | Add +17.6% | 76,042 | $4.7M |
| Sunpointe, LLC | 1.32% | Add +5.2% | 75,828 | $4.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Reduce -3.5% | 74,946 | $4.6M |
| Trajan Wealth LLC | 0.17% | Reduce -1.8% | 73,763 | $4.5M |
| HBW Advisory Services LLC | 0.40% | Add +13.0% | 72,197 | $4.4M |
| Ellis Investment Partners, LLC | 0.67% | Reduce -9.4% | 72,096 | $4.4M |
| Tradition Wealth Management, LLC | 0.27% | Add +11.5% | 72,048 | $4.4M |
| Belpointe Asset Management LLC | 0.14% | Add +5.8% | 71,574 | $4.4M |
| Krilogy Financial LLC | 0.13% | Reduce -1.1% | 71,412 | $4.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +54.5% | 71,376 | $4.4M |
| Saxony Capital Management, LLC | 2.00% | Add +5.9% | 71,133 | $4.4M |
| Choreo, LLC | 0.05% | Add +3.6% | 70,647 | $4.3M |
| Princeton Global Asset Management LLC | 0.62% | Add +12.7% | 70,090 | $4.3M |
| SlateStone Wealth, LLC | 0.32% | Add +1.0% | 68,550 | $4.2M |
| AdvisorNet Financial, Inc | 0.19% | Reduce -41.3% | 68,387 | $4.2M |
| Curtis Advisory Group, LLC | 0.81% | Add +869.3% | 68,005 | $4.2M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +16.3% | 67,725 | $4.2M |
| RPg Family Wealth Advisory, LLC | 0.69% | Reduce -2.2% | 67,514 | $4.1M |
| Retirement Guys Formula LLC | 1.56% | Reduce -0.3% | 67,455 | $4.1M |
| Verity Asset Management, Inc. | 1.57% | Add +0.6% | 67,370 | $4.1M |
| Turn8 Private Wealth Inc. | 2.72% | No change | 66,438 | $4.1M |
| Global Assets Advisory, LLC | 0.88% | New | 67,057 | $4.0M |
| Lionhunter Capital Management, LLC | 1.81% | — | 65,145 | $4.0M |
| Palacios Wealth Management, LLC | 2.35% | Reduce -3.8% | 64,789 | $4.0M |
| SeaCrest Wealth Management, LLC | 0.44% | Reduce -7.4% | 64,477 | $4.0M |
| Wagner Wealth Management, LLC | 0.73% | Add +0.8% | 64,329 | $4.0M |
| Smith, Moore & Co. | 0.26% | Add +7.0% | 64,288 | $4.0M |
| Blair William & Co. | 0.01% | Add +6.8% | 63,632 | $3.9M |
| Tucker Asset Management LLC | 0.96% | Add +20.2% | 63,336 | $3.9M |
| Mayfair Advisory Group, LLC | 1.17% | Add +12.4% | 67,011 | $3.9M |
| Midwest Trust Co | 0.04% | Add +19.7% | 62,843 | $3.9M |
| Koshinski Asset Management, Inc. | 0.21% | Add +42.3% | 62,757 | $3.9M |
| Summit Wealth Partners, LLC | 0.55% | Add +13.7% | 62,711 | $3.9M |
| Flagstar Securities, Inc. | 1.15% | Reduce -1.8% | 62,028 | $3.8M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -0.9% | 61,566 | $3.8M |
| Axxcess Wealth Management, LLC | 0.06% | Reduce -16.9% | 61,547 | $3.8M |
| Advisory Services Network, LLC | 0.04% | Add +42.6% | 61,479 | $3.8M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Reduce -29.6% | 61,158 | $3.8M |
| Global Retirement Partners, LLC | 0.06% | — | 61,151 | $3.8M |
| RFG Advisory, LLC | 0.06% | Reduce -2.0% | 60,408 | $3.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +2.4% | 60,135 | $3.7M |
| Westbourne Investments, Inc. | 1.51% | Reduce -0.9% | 60,130 | $3.7M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 0.21% | New | 60,000 | $3.7M |
| Investment Partners Asset Management, Inc. | 2.05% | Reduce -0.3% | 59,833 | $3.7M |
| Beam Wealth Advisors, Inc. | 0.81% | Add +25.4% | 59,622 | $3.7M |
| M.E. Allison & Co., Inc. | 2.09% | Add +7.0% | 59,114 | $3.6M |
| Oppenheimer & Co. Inc. | 0.04% | Add +41.7% | 59,086 | $3.6M |
| IFP Advisors, Inc | 0.06% | Add +4.3% | 58,185 | $3.6M |
| WMS Group LLC | 4.60% | Add +0.6% | 57,985 | $3.6M |
| Insigneo Advisory Services, LLC | 0.13% | Add +48.6% | 57,879 | $3.6M |
| Quantinno Capital Management LP | 0.00% | Add +49.2% | 57,124 | $3.5M |
| Western Wealth Management, LLC | 0.11% | Add +11.0% | 55,995 | $3.4M |
| Perissos Private Wealth Management, LLC | 2.31% | Add +9.3% | 55,598 | $3.4M |
| JT Stratford LLC | 0.37% | Add +2.7% | 55,357 | $3.4M |
| Planning Directions Inc. | 1.57% | Add +12.0% | 55,104 | $3.4M |
| Beacon Financial Planning, Inc. | 1.14% | Add +21.8% | 54,547 | $3.4M |
| Lighthouse Financial LLC | 1.74% | Reduce -19.8% | 54,509 | $3.4M |
| Daymark Wealth Partners, LLC | 0.08% | Reduce -4.8% | 54,086 | $3.3M |
| Sloy Dahl & Holst, LLC | 0.41% | Add +2.9% | 54,077 | $3.3M |
| Capstone Wealth Management Group, Inc. | 2.00% | — | 54,056 | $3.3M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -7.0% | 53,636 | $3.3M |
| Rooted Wealth Advisors, Inc. | 0.80% | Add +4.0% | 53,492 | $3.3M |
| Nations Financial Group Inc, /Ia/ | 0.16% | Add +7.9% | 53,484 | $3.3M |
| Kovack Advisors, Inc. | 0.16% | Reduce -0.1% | 54,508 | $3.3M |
| 4WEALTH Advisors, Inc. | 2.50% | Add +1.1% | 53,652 | $3.3M |
| Ring Mountain Capital, LLC | 1.36% | Add +2.1% | 52,624 | $3.2M |
| Purus Wealth Management, LLC | 0.89% | Add +2.6% | 52,616 | $3.2M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +12.9% | 51,625 | $3.2M |
| Clarity Wealth Advisors, LLC | 0.56% | Add +3.8% | 51,418 | $3.2M |
| TBH Global Asset Management, LLC | 0.58% | Add +0.1% | 51,305 | $3.2M |
| Flynn Zito Capital Management, LLC | 0.85% | Reduce -0.5% | 51,163 | $3.1M |
| SHP Wealth Management | 0.21% | Reduce -63.9% | 50,492 | $3.1M |
| PMG Family Office LLC | 2.86% | Add +1.4% | 50,464 | $3.1M |
| Alterna Wealth Management, Inc. | 1.76% | New | 49,989 | $3.1M |
| San Luis Wealth Advisors LLC | 0.46% | Add +50.6% | 49,781 | $3.1M |
| Pasadena Private Wealth, LLC | 0.39% | Add +94.8% | 49,764 | $3.1M |
| Vise Technologies, Inc. | 0.03% | Add +70.2% | 49,527 | $3.0M |
| Valmark Advisers, Inc. | 0.03% | Add +6.5% | 49,265 | $3.0M |
| M Holdings Securities, Inc. | 0.41% | Add +4.3% | 50,022 | $3.0M |
| Generation Capital Management LLC | 1.85% | Add +6.9% | 48,990 | $3.0M |
| Oxinas Partners, LLC | 1.18% | Add +2.9% | 48,828 | $3.0M |
| Hibernia Wealth Partners, LLC | 1.60% | Reduce -47.2% | 48,176 | $3.0M |
| Herold Advisors, Inc. | 0.58% | Add +9.6% | 47,728 | $2.9M |
| Concorde Financial Corp | 2.34% | Add +2.8% | 47,298 | $2.9M |
| Slagle Financial, LLC | 0.87% | Add +20.0% | 47,251 | $2.9M |
| Investment Advisory Services Inc. /TX | 0.84% | Reduce -3.1% | 47,238 | $2.9M |
| Colonial River Investments, LLC | 0.83% | Add +32.6% | 47,214 | $2.9M |
| Sulzberger Capital Advisors, Inc. | 2.81% | Add +10.1% | 46,754 | $2.9M |
| Gotham Asset Management | 0.01% | Add +131.1% | 46,400 | $2.9M |
| Goldstone Financial Group, LLC | 0.26% | Add +0.7% | 46,081 | $2.8M |
| Lifestyle Asset Management, Inc. | 0.76% | Add +12.7% | 45,867 | $2.8M |
| Financial Partners Group, Inc | 0.29% | Add +2.3% | 45,774 | $2.8M |
| WNY Asset Management, LLC | 0.25% | Reduce -16.6% | 45,717 | $2.8M |
| Significant Wealth Partners LLC | 3.04% | Add +28.9% | 45,672 | $2.8M |
| Security National Bank | 0.33% | Add +18.5% | 45,570 | $2.8M |
| PDS Planning, Inc | 0.16% | Add +2.2% | 45,203 | $2.8M |
| TrustBank | 0.94% | Reduce -6.1% | 45,184 | $2.8M |
| Drive Wealth Management, LLC | 0.49% | Add +5.7% | 44,805 | $2.8M |
| Littlejohn Financial Services, Inc. | 2.00% | Add +2.0% | 44,746 | $2.8M |
| Henderson Brothers Financial Partners, LLC | 1.28% | Reduce -48.4% | 43,840 | $2.7M |
| Signal Advisors Wealth, LLC | 0.14% | Add +157.6% | 43,797 | $2.7M |
| D'Orazio & Associates, Inc. | 0.31% | Add +0.3% | 43,489 | $2.7M |
| Gill Capital Partners, LLC | 0.70% | Reduce -1.1% | 43,195 | $2.7M |
| TrueWealth Advisors, LLC | 0.60% | Reduce -1.1% | 43,088 | $2.6M |
| J.Safra Asset Management Corp | 0.12% | Add +2.6% | 42,895 | $2.6M |
| Sequent Planning LLC | 0.56% | Add +976.6% | 42,729 | $2.6M |
| Stonebridge Financial Group, LLC | 0.36% | — | 42,705 | $2.6M |
| EP Wealth Advisors, LLC | 0.01% | Add +45.3% | 42,493 | $2.6M |
| GFS Advisors, LLC | 0.28% | New | 740 | $2.6M |
| American Trust | 0.20% | Reduce -2.0% | 41,881 | $2.6M |
| Lido Advisors, LLC | 0.01% | Add +23.1% | 41,155 | $2.5M |
| Herbst Group, LLC | 1.38% | Add +7.2% | 41,110 | $2.5M |
| Caprock Group, LLC | 0.05% | Add +23.2% | 41,055 | $2.5M |
| Fiduciary Alliance LLC | 0.17% | Add +1.6% | 41,041 | $2.5M |
| Inspire Advisors, LLC | 0.17% | Add +166.5% | 40,663 | $2.5M |
| Smallwood Wealth Investment Management, LLC | 1.09% | Add +3.8% | 40,644 | $2.5M |
| Joseph P. Lucia & Associates, LLC | 0.74% | Add +12.4% | 40,202 | $2.5M |
| McDonald Partners LLC | 0.58% | Add +23.8% | 39,131 | $2.4M |
| Triumph Capital Management | 0.43% | Add +4.7% | 38,878 | $2.4M |
| Corient Private Wealth LP | 0.00% | Add +118.8% | 38,822 | $2.4M |
| Invst, LLC | 0.23% | Add +3.8% | 38,786 | $2.4M |
| Crescent Grove Advisors, LLC | 0.20% | Reduce -13.0% | 38,650 | $2.4M |
| Integras Partners LLC | 1.30% | Add +3.5% | 38,453 | $2.4M |
| IFG Advisory, LLC | 0.08% | New | 38,273 | $2.4M |
| Modus Advisors, LLC | 0.57% | Reduce -0.4% | 37,792 | $2.3M |
| Confluence Wealth Services, Inc. | 0.07% | Add +7.3% | 37,497 | $2.3M |
| Cibc World Market Inc. | 0.00% | Add +310.7% | 37,310 | $2.3M |
| HB Wealth Management, LLC | 0.01% | Add +51.4% | 37,198 | $2.3M |
| Putney Financial Group LLC | 2.05% | Add +26.2% | 37,000 | $2.3M |
| Strategic Financial Concepts, LLC | 0.66% | Reduce -2.4% | 36,242 | $2.2M |
| NewEdge Wealth, LLC | 0.02% | Add +81.9% | 35,834 | $2.2M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +16.6% | 35,757 | $2.2M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -1.1% | 35,735 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +54.1% | 35,493 | $2.2M |
| AQR Capital Management | 0.00% | Add +58.0% | 35,286 | $2.2M |
| Resurgent Financial Advisors LLC | 0.61% | Add +2.8% | 35,269 | $2.2M |
| US Bancorp \de | 0.00% | Add +1.3% | 34,876 | $2.1M |
| Bridgewealth Advisory Group, LLC | 0.40% | Add +103.5% | 34,836 | $2.1M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.1% | 34,631 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +54.1% | 34,357 | $2.1M |
| Visionary Wealth Advisors | 0.08% | Reduce -28.3% | 33,991 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +213.1% | 33,197 | $2.0M |
| Retirement Planning Group, LLC | 0.05% | Add +102.7% | 33,139 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.0% | 32,898 | $2.0M |
| Chapin Davis, Inc. | 0.36% | Add +2.3% | 32,869 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.19% | Reduce -17.3% | 32,861 | $2.0M |
| Tompkins Financial Corp. | 0.14% | Add +49.7% | 32,632 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 34,672 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Add +7.3% | 34,672 | $2.0M |
| Marshall Financial Group, LLC | 0.29% | Reduce -10.9% | 32,051 | $2.0M |
| MAI Capital Management | 0.01% | Add +155.7% | 31,868 | $2.0M |
| Snowden Capital Advisors LLC | 0.05% | Add +3.0% | 31,735 | $2.0M |
| Financial Guidance Group, Inc. | 0.73% | No change | 31,704 | $1.9M |
| VestGen Advisors, LLC | 0.06% | Add +1.0% | 31,640 | $1.9M |
| John W. Brooker & Co., CPAs | 2.35% | Add +60.6% | 31,618 | $1.9M |
| IMA Advisory Services, Inc. | 0.12% | New | 31,218 | $1.9M |
| Cpwa, LLC | 2.22% | Add +2.7% | 31,156 | $1.9M |
| CVA Family Office, LLC | 0.17% | Add +31.4% | 31,065 | $1.9M |
| LexAurum Advisors, LLC | 0.22% | Add +0.1% | 30,729 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +36.9% | 30,645 | $1.9M |
| Wealth Effects LLC | 0.50% | Reduce -3.9% | 30,293 | $1.9M |
| Haverford Trust Co | 0.02% | No change | 30,172 | $1.9M |
| Sowell Financial Services LLC | 0.06% | Reduce -0.1% | 30,159 | $1.9M |
| Prosperity Consulting Group, LLC | 0.07% | Add +80.5% | 30,156 | $1.9M |
| Frontier Asset Management, LLC | 0.33% | Add +10.6% | 29,827 | $1.8M |
| Melia Wealth LLC | 1.03% | Add +8.3% | 29,228 | $1.8M |
| Advisory Advocates, LLC | 1.54% | Reduce -1.0% | 29,178 | $1.8M |
| Moors & Cabot, Inc. | 0.07% | Add +2.4% | 29,085 | $1.8M |
| Cozad Asset Management Inc. | 0.11% | Add +35.4% | 28,661 | $1.8M |
| Transcend Capital Advisors, LLC | 0.12% | Reduce -1.6% | 28,596 | $1.8M |
| Delta Investment Management, LLC | 0.29% | Add +6.7% | 28,500 | $1.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.19% | Add +10.4% | 28,187 | $1.7M |
| Investment Advisory Services Group LLC | 1.27% | Reduce -1.4% | 28,134 | $1.7M |
| LRI Investments, LLC | 0.14% | No change | 27,900 | $1.7M |
| Simplicity Wealth,LLC | 0.06% | New | 27,804 | $1.7M |
| Evolution Wealth Advisors, LLC | 0.20% | Reduce -6.7% | 27,670 | $1.7M |
| FWG Holdings, LLC | 0.59% | Reduce -9.1% | 29,281 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +173.3% | 27,591 | $1.7M |
| Tempus Wealth Planning, LLC | 0.33% | Add +6.9% | 27,365 | $1.7M |
| Brown Miller Wealth Management, LLC | 0.42% | Add +3.6% | 27,332 | $1.7M |
| Continuum Advisory, LLC | 0.14% | Reduce -0.3% | 27,325 | $1.7M |
| Investor's Fiduciary Advisor Network, LLC | 0.57% | Reduce -24.6% | 27,311 | $1.7M |
| Private Client Services, LLC | 0.43% | Add +71.7% | 26,725 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +3067.7% | 26,672 | $1.6M |
| First Foundation Advisors | 0.06% | Add +0.4% | 26,632 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.78% | Add +10.1% | 26,463 | $1.6M |
| Bull Harbor Capital LLC | 0.31% | Add +19.4% | 25,927 | $1.6M |
| Mission Hills Financial Advisory, LLC | 0.70% | Add +514.8% | 25,822 | $1.6M |
| Etesian Wealth Advisors, Inc. | 0.46% | Reduce -0.3% | 25,417 | $1.6M |
| MBA Advisors LLC | 0.53% | Add +2.7% | 25,344 | $1.6M |
| Nautilus Advisors LLC | 0.91% | Add +20.5% | 25,563 | $1.5M |
| Kraematon Investment Advisors, Inc. | 1.15% | Add +1.1% | 25,119 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.94% | Reduce -1.9% | 25,047 | $1.5M |
| PKS Advisory Services, LLC | 0.24% | Add +8.0% | 24,874 | $1.5M |
| Whipplewood Advisors, LLC | 1.03% | Reduce -45.2% | 24,815 | $1.5M |
| Betterment LLC | 0.00% | Add +21.5% | 24,528 | $1.5M |
| National Philanthropic Trust | 0.02% | Add +20.1% | 24,437 | $1.5M |
| Navis Wealth Advisors, LLC | 0.57% | Reduce -25.7% | 24,430 | $1.5M |
| Focused Wealth Management, Inc | 0.13% | Add +5.7% | 24,214 | $1.5M |
| Boreal Capital Management LLC | 1.27% | No change | 24,032 | $1.5M |
| Palogic Value Management, L.P. | 0.53% | Add +23.7% | 24,000 | $1.5M |
| West Michigan Advisors, LLC | 0.28% | Reduce -10.2% | 23,986 | $1.5M |
| Bellevue Asset Management, LLC | 0.68% | Reduce -19.5% | 23,898 | $1.5M |
| Ruggiero Investments, Inc. | 1.23% | Add +25.5% | 23,648 | $1.5M |
| Sterling Investment Advisors, Ltd. | 0.24% | Add +9.8% | 23,001 | $1.4M |
| ORBA Wealth Advisors, L.L.C. | 1.19% | Add +10.7% | 22,614 | $1.4M |
| Teamwork Financial Advisors, LLC | 0.13% | Add +2.3% | 22,470 | $1.4M |
| Helium Advisors LLC | 1.15% | Add +7.5% | 22,436 | $1.4M |
| Emissary Wealth LLC | 1.04% | Add +30.6% | 22,280 | $1.4M |
| Procyon Advisors, LLC | 0.06% | Add +4.0% | 22,239 | $1.4M |
| Steele Capital Management, Inc. | 0.05% | Reduce -6.3% | 22,163 | $1.4M |
| Keystone Wealth Services, LLC | 0.25% | Reduce -7.6% | 22,103 | $1.4M |
| Lewis Asset Management, LLC | 0.48% | Add +22.1% | 22,083 | $1.4M |
| Marks Wealth, LLC | 0.29% | Reduce -19.1% | 21,671 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +34.7% | 21,506 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -8.7% | 21,431 | $1.3M |
| Ping Capital Management, Inc. | 0.43% | New | 21,400 | $1.3M |
| Thompson David Blair | 0.66% | Reduce -7.8% | 21,333 | $1.3M |
| Concord Wealth Partners | 0.15% | Reduce -3.6% | 21,281 | $1.3M |
| Global Wealth Management Investment Advisory, Inc. | 0.19% | Add +3.5% | 21,238 | $1.3M |
| Xcel Wealth Management, LLC | 0.32% | Add +6.9% | 21,201 | $1.3M |
| PFG Advisors | 0.07% | Add +9.2% | 21,156 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Add +43.6% | 21,053 | $1.3M |
| Pure Financial Advisors, LLC | 0.02% | Reduce -2.4% | 21,031 | $1.3M |
| Intrua Financial, LLC | 0.12% | Reduce -0.2% | 20,911 | $1.3M |
| DB&C Advisors, LLC | 1.39% | Add +15.8% | 20,888 | $1.3M |
| Wealthspan Partners, LLC | 0.40% | Add +14.8% | 20,754 | $1.3M |
| CPC Advisors, LLC | 0.17% | Reduce -18.3% | 20,666 | $1.3M |
| QP Wealth Management, LLC | 1.81% | Reduce -2.1% | 20,645 | $1.3M |
| Essex Financial Services, Inc. | 0.06% | Add +11.6% | 20,643 | $1.3M |
| Hancock Whitney Corp. | 0.02% | Add +31.0% | 20,317 | $1.2M |
| Newport Capital Group, LLC | 0.70% | Reduce -10.2% | 20,197 | $1.2M |
| Tactive Advisors, LLC | 0.30% | Add +1.0% | 20,080 | $1.2M |
| Fourth Dimension Wealth, LLC | 0.38% | Add +41.9% | 19,657 | $1.2M |
| Secured Retirement Advisors, LLC | 0.62% | Reduce -15.7% | 19,546 | $1.2M |
| JSF Financial, LLC | 0.19% | Add +43.7% | 19,473 | $1.2M |
| Aurora Private Wealth, Inc. | 0.75% | Add +45.4% | 19,345 | $1.2M |
| NCM Capital Management, LLC | 0.36% | Reduce -0.6% | 19,139 | $1.2M |
| Teucrium Investment Advisors, LLC | 1.05% | Reduce -15.3% | 19,296 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +115.9% | 19,044 | $1.2M |
| PlanVest Financial, Inc | 0.78% | Add +1.1% | 18,954 | $1.2M |
| Finivi Inc. | 0.60% | Reduce -7.2% | 18,905 | $1.2M |
| Bank of Montreal | 0.00% | Reduce -11.1% | 18,898 | $1.2M |
| FMR LLC | 0.00% | Reduce -19.1% | 18,789 | $1.2M |
| FNY Investment Advisers, LLC | 0.42% | No change | 18,767 | $1.2M |
| Arrow Financial Corp | 0.10% | Add +17.9% | 18,696 | $1.1M |
| Dynasty Wealth Management, LLC | 0.01% | Add +29.6% | 18,651 | $1.1M |
| Plan Group Financial, LLC | 0.23% | Add +40.9% | 18,365 | $1.1M |
| Strong Retirement Solutions LLC | 0.68% | Add +11.7% | 18,356 | $1.1M |
| Novem Group | 0.11% | Add +1.9% | 18,171 | $1.1M |
| Millennium Capital Advisors, LLC | 0.61% | Reduce -6.8% | 18,166 | $1.1M |
| Abbot Financial Management, Inc. | 0.41% | Add +0.6% | 18,123 | $1.1M |
| Pacific Sun Financial Corp | 0.46% | Add +227.9% | 18,044 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -3.2% | 18,040 | $1.1M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -3.2% | 18,040 | $1.1M |
| Foster Victor Wealth Advisors, LLC | 0.06% | Add +3.0% | 18,375 | $1.1M |
| Yarger Wealth Strategies, LLC | 0.40% | Add +34.1% | 18,233 | $1.1M |
| Capstone Financial Advisors, Inc. | 0.05% | Add +36.4% | 17,935 | $1.1M |
| Round Rock Advisors LLC | 0.14% | Reduce -1.5% | 17,915 | $1.1M |
| Legacy Private Trust Co. | 0.06% | Add +1.9% | 17,910 | $1.1M |
| Wealth Watch Advisors, INC | 0.36% | Add +55.7% | 17,850 | $1.1M |
| TigerOak Management, L.L.C. | 0.31% | Add +21.1% | 17,846 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.21% | Add +9.7% | 17,780 | $1.1M |
| Panoramic Investment Advisors, LLC | 0.52% | Add +26.3% | 17,775 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.21% | Add +24.1% | 17,769 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +22.1% | 17,645 | $1.1M |
| Steinberganna Wealth Management | 0.44% | Add +7.4% | 17,588 | $1.1M |
| Optima Capital LLC | 0.43% | Add +13.9% | 17,580 | $1.1M |
| Beacon Financial Group | 0.10% | Add +124.7% | 17,534 | $1.1M |
| Redwood Financial Network Corp | 0.60% | Reduce -0.2% | 17,496 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +20.3% | 17,471 | $1.1M |
| Latitude Advisors, LLC | 0.43% | Add +3.8% | 17,381 | $1.1M |
| Cooper Financial Group | 0.09% | Reduce -3.5% | 17,338 | $1.1M |
| Consilium Wealth Advisory, LLC | 0.31% | Add +1.4% | 17,196 | $1.1M |
| Grant Private Wealth Management Inc | 0.44% | Add +25.5% | 17,108 | $1.1M |
| Abel Hall, LLC | 0.18% | No change | 17,100 | $1.1M |
| Base Wealth Management LLC | 0.49% | Add +14.3% | 17,059 | $1.0M |
| GC Wealth Management RIA, LLC | 0.06% | No change | 17,055 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.09% | Add +64.2% | 17,032 | $1.0M |
| Elmwood Wealth Management, Inc. | 0.26% | New | 16,724 | $1.0M |
| Great Diamond Partners, LLC | 0.18% | Add +1.2% | 16,721 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Reduce -9.2% | 16,625 | $1.0M |
| Everest Financial Group LLC | 0.14% | New | 16,392 | $1.0M |
| Tepp RIA, LLC | 0.68% | Add +15.3% | 16,355 | $1.0M |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -32.5% | 16,337 | $1.0M |
| Red Crane Wealth Management, LLC | 0.74% | Add +1.6% | 16,294 | $1.0M |
| Old Mission Capital LLC | 0.03% | Add +15.5% | 16,238 | $998K |
| Orgel Wealth Management, LLC | 0.02% | Add +61.2% | 16,113 | $990K |
| First National Bank of Omaha | 0.03% | Reduce -7.6% | 16,252 | $986K |
| Comprehensive Financial Planning, Inc. | 0.52% | Reduce -8.4% | 15,845 | $974K |
| BlackDiamond Wealth Management, LLC | 0.39% | Reduce -31.5% | 16,260 | $970K |
| Asset Allocation Strategies LLC | 0.15% | Add +6.1% | 15,680 | $964K |
| Stonebridge Financial Group, LLC | 0.07% | Reduce -2.1% | 15,663 | $963K |
| Crewe Advisors LLC | 0.07% | Add +30.1% | 15,662 | $963K |
| MADDEN SECURITIES Corp | 0.27% | Reduce -86.5% | 15,634 | $961K |
| Pennsylvania Capital Management Inc. | 0.24% | Add +14.0% | 15,585 | $958K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +1.4% | 15,528 | $954K |
| Perigon Wealth Management, LLC | 0.02% | Add +10.2% | 15,471 | $951K |
| SteelPeak Wealth, LLC | 0.03% | Reduce -0.0% | 15,454 | $950K |
| XTX Topco Ltd | 0.01% | New | 15,422 | $948K |
| Chung Wu Investment Group, LLC | 0.62% | Add +3.4% | 15,415 | $947K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.3% | 15,954 | $947K |
| StoneX Group Inc. | 0.04% | Add +2.4% | 15,403 | $947K |
| Jacobi Capital Management LLC | 0.05% | Add +3.0% | 15,328 | $942K |
| Florida Financial Advisors, LLC | 0.16% | Reduce -9.0% | 15,274 | $939K |
| Advance Capital Management, Inc. | 0.03% | Reduce -3.2% | 15,078 | $927K |
| Corps Capital Advisors, LLC | 0.75% | No change | 15,062 | $926K |
| Taylor Securities Services, Inc. | 0.38% | Add +211.1% | 15,062 | $926K |
| Harbor Investment Advisory, LLC | 0.06% | Add +14.0% | 14,970 | $920K |
| Worth Financial Advisory Group, LLC | 0.38% | New | 14,844 | $912K |
| Savant Capital, LLC | 0.00% | Add +7.4% | 14,821 | $907K |
| Cary Street Partners Investment Advisory LLC | 0.18% | Reduce -59.3% | 14,702 | $904K |
| Fermata Advisors, LLC | 0.18% | Reduce -0.9% | 14,546 | $894K |
| Wesbanco Bank Inc. | 0.02% | Add +3.7% | 14,534 | $893K |
| Patron Partners, LLC | 0.34% | Add +27.6% | 14,494 | $891K |
| Thayer Partners, LLC / MA | 0.37% | New | 14,484 | $890K |
| Clay Northam Wealth Management, LLC | 0.44% | No change | 14,405 | $885K |
| Bell Bank | 0.03% | Reduce -6.4% | 14,347 | $882K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.7% | 14,276 | $877K |
| Autumn Glory Partners, LLC | 0.25% | No change | 14,215 | $874K |
| Tritonpoint Wealth, LLC | 0.09% | Reduce -3.7% | 14,139 | $869K |
| TritonPoint Partners, LLC | 0.07% | New | 14,139 | $869K |
| Owen LaRue, LLC | 0.30% | Add +0.3% | 14,132 | $869K |
| Innovative Advisory Group, LLC | 0.66% | Reduce -20.8% | 14,105 | $867K |
| Verus Capital Partners, LLC | 0.05% | Add +5.8% | 14,039 | $863K |
| Signature Equity Partners, LLC | 0.40% | Add +29.6% | 14,037 | $863K |
| Strategic Advisors LLC | 0.19% | Add +1.7% | 13,972 | $859K |
| Westend Capital Management, LLC | 0.20% | Add +56.6% | 13,894 | $854K |
| HighPoint Advisor Group LLC | 0.03% | Add +9.3% | 13,861 | $852K |
| Diligent Investors, LLC | 0.19% | Add +37.0% | 13,848 | $851K |
| Atria Investments, Inc | 0.01% | Add +9.2% | 13,667 | $840K |
| Two Sigma Securities, LLC | 0.07% | Reduce -13.4% | 13,631 | $838K |
| Fullerton Advisors, LLC | 0.78% | Add +8.3% | 13,504 | $830K |
| CAP Partners, LLC | 0.40% | Add +2.3% | 13,461 | $827K |
| Southland Equity Partners LLC | 0.14% | Add +30.5% | 13,355 | $821K |
| Investment Planning Advisors, Inc. | 0.19% | Add +3.2% | 13,320 | $819K |
| Asset One Wealth Management LLC | 0.09% | Add +14.0% | 13,603 | $818K |
| FSB Premier Wealth Management, Inc. | 0.23% | Reduce -2.4% | 13,247 | $814K |
| Triad Wealth Partners, LLC | 0.05% | Add +76.8% | 13,904 | $811K |
| Magnolia Capital Advisors LLC | 0.14% | Add +15.2% | 13,161 | $809K |
| Ameriflex Group, Inc. | 0.33% | Add +4.0% | 13,037 | $801K |
| Armor Investment Advisors, LLC | 0.25% | Reduce -11.0% | 12,792 | $786K |
| 5T Wealth, LLC | 0.29% | Reduce -9.4% | 12,723 | $782K |
| Silverlake Wealth Management LLC | 0.15% | Add +1.3% | 12,628 | $776K |
| Park Place Capital Corp | 0.12% | Add +1703.3% | 12,623 | $776K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.8% | 12,582 | $773K |
| Compass Financial Management LLC | 0.09% | — | 12,919 | $771K |
| Tempo Wealth, LLC | 0.11% | Add +0.5% | 12,551 | $771K |
| Scotia Capital Inc. | 0.00% | Reduce -12.3% | 12,491 | $768K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +36.5% | 12,482 | $767K |
| Strategic Blueprint, LLC | 0.04% | Add +6.6% | 12,482 | $767K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +132.2% | 12,603 | $765K |
| TopTier Wealth Management, LLC | 0.46% | Add +10.6% | 12,362 | $760K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +3.5% | 12,221 | $751K |
| Independent Wealth Network Inc. | 0.19% | Add +6.3% | 12,217 | $751K |
| Kelly Financial Services LLC | 0.16% | Add +3.5% | 12,129 | $745K |
| Howard Financial Services, LTD. | 0.07% | Reduce -3.0% | 12,105 | $744K |
| MSH Capital Advisors LLC | 0.13% | Add +2.5% | 12,074 | $742K |
| Lanark Financial, Inc. | 0.05% | Add +2.8% | 12,020 | $739K |
| Cora Capital Advisors LLC | 0.21% | Add +36.0% | 11,965 | $735K |
| Future Financial Wealth Managment LLC | 0.46% | Reduce -24.9% | 12,535 | $734K |
| Innovative Wealth Building LLC | 0.42% | Add +1.7% | 11,826 | $727K |
| Darden Wealth Group Inc | 0.28% | Add +17.1% | 11,662 | $717K |
| SouthState Bank Corp | 0.03% | Add +129.3% | 11,634 | $715K |
| Meridian Financial Partners LLC | 0.24% | Reduce -54.0% | 12,041 | $714K |
| Allen Capital Group, LLC | 0.06% | Add +17.8% | 11,503 | $707K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -79.3% | 11,500 | $707K |
| ELCO Management Co., LLC | 0.30% | Add +1.1% | 11,500 | $707K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +8.4% | 11,475 | $705K |
| RDA Financial Network | 0.15% | Add +1.5% | 11,406 | $701K |
| Ieq Capital, LLC | 0.00% | No change | 11,274 | $693K |
| Global Wealth Strategies & Associates | 0.13% | Add +7.6% | 11,252 | $692K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +18.5% | 11,163 | $686K |
| Elevation Wealth Management LLC | 0.51% | Reduce -3.0% | 11,139 | $685K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -0.4% | 11,110 | $683K |
| Stirlingshire Investments, Inc. | 0.51% | Add +13.2% | 11,087 | $681K |
| Johnson & White Wealth Management, LLC | 0.25% | Add +0.6% | 10,931 | $672K |
| Kapstone Financial Advisors LLC | 0.28% | Add +20.5% | 10,895 | $670K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -64.9% | 10,884 | $669K |
| Pacific Center for Financial Services | 0.15% | Add +1.4% | 10,866 | $668K |
| BLVD Private Wealth, LLC | 0.49% | Reduce -0.3% | 10,813 | $665K |
| Bluedoor Private Wealth, LLC | 0.28% | Add +1.4% | 10,749 | $661K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +41.7% | 10,625 | $653K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -15.7% | 10,610 | $652K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +0.3% | 10,587 | $651K |
| Certior Financial Group, LLC | 0.36% | Add +122.8% | 10,574 | $650K |
| Private Capital Advisors, Inc. | 0.06% | Add +40.0% | 10,556 | $649K |
| Ethos Capital Management, Inc. | 0.46% | Reduce -30.5% | 10,458 | $643K |
| Murphy & Mullick Capital Management Corp | 0.40% | Add +0.4% | 10,440 | $642K |
| Castle Rock Wealth Management, LLC | 0.13% | Reduce -0.2% | 10,653 | $641K |
| Ehrlich Financial Group | 0.33% | Reduce -13.5% | 10,329 | $635K |
| Red Mountain Financial, LLC | 0.53% | Add +141.5% | 10,300 | $633K |
| Sound Income Strategies, LLC | 0.03% | Add +21.3% | 10,211 | $628K |
| First Commonwealth Financial Corp | 0.09% | No change | 10,199 | $627K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 10,189 | $626K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -35.3% | 10,074 | $619K |
| Capital Asset Advisory Services LLC | 0.02% | Add +5.1% | 9,976 | $613K |
| Wealthspire Retirement, LLC | 0.03% | Add +1.1% | 9,930 | $610K |
| Rockingstone Advisors LLC | 0.24% | Reduce -7.1% | 9,850 | $605K |
| Shepherd Financial Partners LLC | 0.05% | No change | 9,817 | $603K |
| Oder Investment Management, LLC | 0.41% | Add +2.5% | 9,817 | $603K |
| Triton Wealth Management, PLLC | 0.18% | Add +28.2% | 10,029 | $596K |
| Prosperity Financial Group, Inc. | 0.18% | Add +3.0% | 9,603 | $590K |
| CRA Financial Services, LLC | 0.07% | Reduce -1.6% | 9,593 | $590K |
| Fearless Solutions, LLC dba Best Invest | 0.31% | Reduce -0.4% | 9,588 | $589K |
| BTS Asset Management, Inc. | 1.24% | Reduce -10.4% | 9,566 | $588K |
| Synergy Investment Management, LLC | 0.14% | Add +1.8% | 9,562 | $588K |
| Ironsides Asset Advisors, LLC | 0.14% | Reduce -1.0% | 9,560 | $588K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +34.7% | 9,487 | $583K |
| Clearwave Capital, LLC | 0.32% | Add +5.5% | 9,444 | $580K |
| Balboa Wealth Partners | 0.08% | Reduce -1.0% | 9,434 | $580K |
| Roman Butler Fullerton & Co. | 0.14% | Reduce -0.5% | 9,728 | $580K |
| Baker Avenue Asset Management, LP | 0.01% | Add +3.3% | 9,411 | $578K |
| Bogart Wealth, LLC | 0.02% | Add +302.0% | 9,371 | $576K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 9,316 | $573K |
| Acorn Financial Advisory Services Inc. | 0.08% | Add +1.2% | 9,298 | $571K |
| Rothschild Wealth LLC | 0.05% | Reduce -0.1% | 9,257 | $569K |
| Calton & Associates, Inc. | 0.08% | New | 9,238 | $568K |
| Markowski Investments | 0.12% | — | 9,199 | $565K |
| OpenArc Corporate Advisory, LLC | 0.01% | Add +36.6% | 9,178 | $564K |
| Integrated Financial Solutions, Inc. | 0.30% | New | 9,150 | $562K |
| Members Advisory Group LLC | 0.16% | Reduce -93.6% | 9,147 | $562K |
| Cahill Financial Advisors Inc. | 0.05% | Add +2.3% | 9,140 | $562K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.6% | 9,139 | $562K |
| Mendel Capital Management LLC | 0.25% | Add +4.1% | 9,073 | $558K |
| Thompson Davis & Co., Inc. | 0.33% | Add +83.5% | 9,021 | $554K |
| TFB Advisors LLC | 0.24% | New | 9,001 | $553K |
| UMB Bank, n.a. | 0.01% | Add +20.1% | 9,000 | $553K |
| Gables Capital Management Inc. | 0.20% | Add +18.6% | 8,925 | $549K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 8,908 | $547K |
| Plus Group Wealth Advisors LLC | 0.51% | Add +1.4% | 8,858 | $544K |
| PCM Encore, LLC | 0.10% | Reduce -18.1% | 8,836 | $543K |
| Sfmg, LLC | 0.03% | Add +22.5% | 8,833 | $543K |
| Bauman Advisory Group, LLC | 0.29% | Add +51.4% | 8,832 | $543K |
| Garrison Bradford & Associates Inc. | 0.59% | Add +2.8% | 9,425 | $542K |
| Carnegie Lake Advisors LLC | 0.20% | Add +9.3% | 8,788 | $540K |
| Per Stirling Capital Management, LLC. | 0.05% | Add +17.4% | 8,752 | $538K |
| Discipline Wealth Solutions, LLC | 0.05% | Add +20.9% | 8,722 | $536K |
| TCFG Investment Advisors, LLC | 0.18% | Add +27.6% | 8,839 | $535K |
| Keystone Financial Group | 0.03% | Add +14.1% | 8,696 | $534K |
| Novare Capital Management LLC | 0.04% | No change | 8,665 | $533K |
| Brighton Jones LLC | 0.01% | Add +3.7% | 8,622 | $530K |
| Outlook Wealth Advisors, LLC | 0.11% | New | 8,616 | $530K |
| Wealth Management Partners, LLC | 0.12% | Reduce -55.1% | 8,611 | $529K |
| Allied Private Wealth LLC | 0.34% | — | 8,892 | $529K |
| FSM Wealth Advisors, LLC | 0.06% | New | 8,530 | $524K |
| Gateway Investment Advisers LLC | 0.01% | Add +102.5% | 8,511 | $523K |
| Hamel Associates, Inc. | 0.14% | Add +47.8% | 8,462 | $520K |
| Independent Investors Inc. | 0.10% | Reduce -7.8% | 8,410 | $517K |
| Soundwatch Capital LLC | 0.06% | Reduce -9.1% | 8,404 | $517K |
| Woodmont Investment Counsel LLC | 0.03% | Add +0.2% | 8,355 | $514K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 8,350 | $513K |
| National Bank of Canada | 0.00% | Add +1082.6% | 8,302 | $510K |
| Comprehensive Money Management Services LLC | 0.32% | Reduce -4.7% | 8,295 | $510K |
| Family Investment Center, Inc. | 0.08% | Add +34.3% | 8,272 | $508K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -2.9% | 8,245 | $507K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +4.8% | 8,226 | $506K |
| Keybank National Association | 0.00% | Add +42.2% | 8,162 | $502K |
| Northern Trust Corp. | 0.00% | Reduce -25.6% | 8,150 | $501K |
| Citigroup Inc. | 0.00% | Add +280.2% | 8,105 | $498K |
| Winebrenner Capital Management LLC | 0.30% | Add +72.3% | 8,076 | $496K |
| RMR Wealth Builders | 0.03% | New | 8,075 | $496K |
| Johnson Financial Group, LLC | 0.03% | New | 8,066 | $496K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,840 | $482K |
| Advyzon Investment Management, LLC | 0.03% | Add +11.8% | 7,793 | $479K |
| Means Investment Co., Inc. | 0.04% | Add +2.6% | 7,761 | $477K |
| GWN Securities Inc. | 0.08% | Reduce -3.2% | 7,725 | $475K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +49.4% | 7,714 | $474K |
| Nwam LLC | 0.02% | Add +72.9% | 7,687 | $472K |
| Clarus Wealth Advisors | 0.18% | New | 7,923 | $471K |
| CENTRAL TRUST Co | 0.01% | Add +13.8% | 7,663 | $471K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -5.3% | 7,648 | $470K |
| Jefferies Financial Group Inc. | 0.00% | No change | 7,642 | $470K |
| FourThought Financial Partners, LLC | 0.04% | New | 7,623 | $469K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 7,600 | $467K |
| Fulcrum Wealth Advisors, LLC | 0.36% | Add +26.8% | 7,595 | $467K |
| Fortis Advisors, LLC | 0.22% | Add +0.4% | 7,556 | $464K |
| Searle & Co. | 0.10% | No change | 7,490 | $460K |
| Financial Sense Advisors, Inc. | 0.10% | Add +2.8% | 7,460 | $459K |
| Texas Yale Capital Corp. | 0.01% | Add +3.5% | 7,375 | $453K |
| Appleton Partners Inc. | 0.03% | Add +15.8% | 7,340 | $451K |
| Independence Asset Advisors, LLC | 0.12% | Add +2.7% | 7,324 | $450K |
| Foguth Wealth Management, LLC. | 0.05% | Reduce -15.5% | 7,677 | $450K |
| Harvest Investment Services, LLC | 0.07% | Reduce -6.0% | 7,313 | $449K |
| WealthPLAN Partners, LLC | 0.09% | Add +55.1% | 7,298 | $449K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +4.9% | 7,289 | $448K |
| Cadent Capital Advisors, LLC | 0.09% | New | 7,246 | $445K |
| First Heartland Consultants, Inc. | 0.03% | Add +71.7% | 7,235 | $445K |
| Thomasville National Bank | 0.02% | — | 7,225 | $444K |
| Readystate Asset Management LP | 0.03% | Reduce -36.4% | 7,193 | $442K |
| Berkshire Asset Management LLC | 0.02% | Add +0.7% | 7,186 | $442K |
| Fifth Third Securities, Inc. | 0.03% | New | 7,134 | $438K |
| Marion Wealth Management | 0.09% | Reduce -15.3% | 7,112 | $437K |
| Aspen Investment Management Inc | 0.12% | Add +33.9% | 7,115 | $437K |
| Strait & Sound Wealth Management LLC | 0.15% | Add +17.8% | 7,104 | $437K |
| Financial Gravity Companies, Inc. | 0.07% | — | 7,056 | $434K |
| CWA Asset Management Group, LLC | 0.01% | Add +1.0% | 7,034 | $432K |
| Legacy Wealth Management, LLC / MS | 0.11% | No change | 6,990 | $430K |
| Socha Financial Group, LLC | 0.17% | No change | 6,971 | $428K |
| Landmark Wealth Management, LLC | 0.10% | New | 6,931 | $426K |
| Greater Midwest Financial Group, LLC | 0.21% | Reduce -51.5% | 6,832 | $420K |
| Dakota Wealth Management | 0.01% | Reduce -3.4% | 6,806 | $418K |
| Hilltop Holdings Inc. | 0.03% | Reduce -20.5% | 6,730 | $414K |
| Unique Wealth, LLC | 0.05% | New | 6,697 | $412K |
| Milestone Asset Management Group, LLC | 0.21% | Add +5.7% | 6,696 | $412K |
| Guidance Capital, Inc. | 0.09% | Add +46.4% | 6,918 | $410K |
| PW Nova Financial Services LLC | 0.09% | New | 6,663 | $410K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -8.8% | 6,632 | $408K |
| Rhodes Investment Advisors Inc. | 0.30% | Add +8.2% | 6,605 | $406K |
| Wellington-Altus USA Inc. | 0.29% | Reduce -21.4% | 7,228 | $401K |
| White Knight Strategic Wealth Advisors, LLC | 0.28% | Add +30.0% | 6,524 | $401K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -40.4% | 6,497 | $399K |
| Apollon Financial, LLC | 0.05% | Add +3.2% | 6,494 | $399K |
| Trivium Point Advisory, LLC | 0.04% | Add +42.4% | 6,479 | $398K |
| Aureum Wealth Management, LLC | 0.25% | New | 6,471 | $398K |
| Benchmark Financial, LLC | 0.32% | Reduce -7.5% | 6,450 | $396K |
| Cascade Financial Partners, LLC | 0.03% | Add +23.1% | 6,412 | $394K |
| Arlington Financial Advisors, LLC | 0.05% | No change | 6,400 | $393K |
| Blodgett Wealth Advisors, LLC | 0.26% | No change | 6,350 | $390K |
| Pointe Capital Management LLC | 0.17% | Reduce -6.3% | 6,340 | $390K |
| Nordwand Advisors, LLC | 0.06% | Reduce -10.0% | 6,325 | $389K |
| James J. Burns & Company, LLC | 0.04% | New | 6,264 | $385K |
| Fisher Asset Management | 0.00% | Reduce -0.5% | 6,237 | $383K |
| Pinion Investment Advisors, LLC | 0.07% | Add +33.1% | 6,199 | $381K |
| Raub Brock Capital Management LP | 0.10% | No change | 6,163 | $379K |
| SMART Wealth LLC | 0.08% | Add +27.3% | 6,152 | $378K |
| Montecito Bank & Trust | 0.06% | Reduce -4.7% | 6,150 | $378K |
| L & S Advisors Inc | 0.04% | Add +0.1% | 6,133 | $377K |
| Optivise Advisory Services LLC | 0.19% | New | 6,049 | $372K |
| NorthCoast Asset Management LLC | 0.01% | New | 6,013 | $370K |
| Secure Asset Management, LLC | 0.05% | Add +2.1% | 5,997 | $369K |
| Coquina Private Wealth LLC | 0.25% | Add +51.2% | 5,988 | $368K |
| KERR FINANCIAL PLANNING Corp | 0.41% | Reduce -1.4% | 5,982 | $368K |
| Birchcreek Wealth Management, LLC | 0.14% | Add +17.9% | 5,980 | $368K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 5,939 | $365K |
| N.E.W. Advisory Services LLC | 0.02% | Add +1.3% | 5,916 | $364K |
| Portfolio Strategies, Inc. | 0.04% | Reduce -3.1% | 5,903 | $363K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 6,063 | $362K |
| Northbridge Financial Group, LLC | 0.14% | New | 5,890 | $362K |
| Adapt Wealth Advisors, LLC | 0.12% | Reduce -2.3% | 5,882 | $362K |
| Freestone Capital Holdings, LLC | 0.01% | Add +12.8% | 5,856 | $360K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -7.3% | 5,815 | $357K |
| Summit Trail Advisors, LLC | 0.00% | Add +1.1% | 5,753 | $354K |
| MPWM Advisory Solutions, LLC | 0.16% | Add +150.1% | 5,752 | $353K |
| Stratos Investment Management, LLC | 0.01% | Add +0.0% | 5,742 | $353K |
| Argyle Capital Partners, LLC | 0.22% | Reduce -4.9% | 5,715 | $351K |
| Meadowbrook Wealth Management, LLC | 0.38% | Reduce -4.9% | 5,814 | $350K |
| BankPlus Trust Department | 0.08% | No change | 5,692 | $350K |
| Cassady Wealth & Retirement Planning, LLC | 0.16% | Reduce -1.2% | 5,647 | $347K |
| Focused Alpha, LLC | 0.09% | Add +2.3% | 5,624 | $346K |
| Flputnam Investment Management Co. | 0.00% | Reduce -46.1% | 5,617 | $345K |
| Ducere Wealth Management LLC | 0.10% | New | 5,588 | $343K |
| Xcelsior Advisor Partners LLC | 0.05% | New | 5,580 | $343K |
| Signaturefd, LLC | 0.00% | Add +2.2% | 5,572 | $342K |
| ONE Advisory Partners, LLC | 0.09% | No change | 5,562 | $342K |
| Cathy Pareto & Associates, Inc. | 0.20% | Add +0.6% | 5,555 | $341K |
| Compass Ion Advisors, LLC | 0.03% | Add +29.7% | 5,553 | $341K |
| Claro Advisors Inc. | 0.04% | Add +3.0% | 5,498 | $338K |
| Parsons Capital Management Inc. | 0.02% | Add +3.5% | 5,449 | $335K |
| Clearstead Trust, LLC | 0.04% | Reduce -14.5% | 5,419 | $333K |
| CIBC Bancorp USA Inc. | 0.00% | Add +31.8% | 5,360 | $329K |
| Redwood Family Wealth LLC | 0.29% | Add +1.0% | 5,300 | $326K |
| Valicenti Advisory Services Inc. | 0.06% | Add +27.4% | 5,283 | $325K |
| Tradewinds, LLC. | 0.07% | New | 1,002 | $324K |
| Balefire, LLC | 0.05% | Add +0.5% | 5,273 | $324K |
| Fischer Investment Strategies, LLC | 0.15% | No change | 5,245 | $322K |
| Berger Financial Group, Inc | 0.02% | Add +1.6% | 5,244 | $322K |
| Csenge Advisory Group | 0.01% | Add +0.1% | 5,194 | $319K |
| Morey & Quinn Wealth Partners, LLC | 0.21% | Add +17.0% | 5,190 | $319K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 5,171 | $318K |
| Regal Investment Advisors LLC | 0.02% | Add +15.7% | 5,138 | $316K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | New | 5,115 | $314K |
| Clarendon Private LLC | 0.20% | Add +17.4% | 5,108 | $314K |
| Mascoma Wealth Management LLC | 0.06% | No change | 5,104 | $314K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -1.9% | 5,090 | $313K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.1% | 5,066 | $311K |
| Columbia Asset Management | 0.05% | No change | 5,028 | $309K |
| Guardian Financial Partners, LLC | 0.12% | No change | 5,000 | $307K |
| Guyasuta Investment Advisors Inc. | 0.02% | No change | 5,000 | $307K |
| Interchange Capital Partners, LLC | 0.06% | Reduce -15.2% | 4,984 | $306K |
| Bay Rivers Group | 0.10% | Add +14.8% | 4,951 | $304K |
| Arsenal Capital Advisors LLC | 0.18% | New | 4,938 | $303K |
| McAdam, LLC | 0.01% | Reduce -0.0% | 4,906 | $302K |
| Fairvoy Private Wealth, LLC | 0.06% | Add +8.0% | 4,887 | $300K |
| Integrated Wealth Management | 0.31% | Add +5.5% | 4,851 | $298K |
| Glen Eagle Advisors, LLC | 0.04% | Add +210.6% | 4,830 | $297K |
| Certuity, LLC | 0.01% | Reduce -5.8% | 4,791 | $294K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 4,787 | $294K |
| Aurdan Capital Management, LLC | 0.07% | No change | 4,785 | $294K |
| TD Waterhouse Canada Inc. | 0.00% | Add +4.3% | 4,858 | $292K |
| Endeavor Private Wealth, Inc. | 0.07% | New | 4,725 | $290K |
| NBT Bank, N.A. | 0.02% | No change | 4,725 | $290K |
| Advisor Resource Council | 0.10% | Reduce -43.9% | 4,800 | $289K |
| Catalyst Private Wealth, LLC | 0.14% | No change | 4,698 | $289K |
| Neuberger Berman Group LLC | 0.00% | New | 4,695 | $289K |
| Realta Investment Advisors | 0.09% | Reduce -3.9% | 4,690 | $288K |
| Callahan Advisors, LLC | 0.02% | New | 4,677 | $287K |
| Madrona Financial Services, LLC | 0.05% | New | 4,674 | $287K |
| Obsidian Cio, LLC | 0.21% | Add +5.1% | 4,673 | $287K |
| Almanack Investment Partners, LLC. | 0.04% | New | 4,600 | $283K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -66.2% | 4,576 | $281K |
| Sun Financial Inc | 0.13% | Add +11.3% | 4,704 | $281K |
| Mindset Wealth Management, LLC | 0.05% | New | 4,549 | $280K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -4.5% | 4,565 | $276K |
| Meridian Financial Advisors, LLC | 0.13% | Add +1.1% | 4,478 | $275K |
| Cobblestone Asset Management LLC | 0.11% | New | 4,461 | $274K |
| Sterling Investment Counsel, LLC | 0.06% | New | 4,460 | $274K |
| Lodestar Private Asset Management LLC | 0.02% | No change | 4,459 | $274K |
| Keating Financial Advisory Services, Inc. | 0.04% | Add +117.7% | 4,457 | $274K |
| Boyum Wealth Architects LLC | 0.11% | No change | 4,593 | $274K |
| Seelaus Asset Management LLC | 0.19% | Reduce -4.3% | 4,445 | $273K |
| Forum Financial Management, LP | 0.00% | Add +10.5% | 4,437 | $273K |
| SP Asset Management LLC | 0.02% | New | 4,383 | $269K |
| Cape Investment Advisory, Inc. | 0.07% | Reduce -5.4% | 4,370 | $269K |
| Private Wealth Group, LLC | 0.10% | Reduce -3.9% | 4,360 | $268K |
| Simon Quick Advisors, LLC | 0.01% | Add +11.8% | 4,352 | $267K |
| Granite Harbor Advisors, Inc. | 0.11% | Add +3.0% | 4,346 | $267K |
| Dudley Capital Management, LLC | 0.11% | Add +0.9% | 4,339 | $267K |
| Montz Harcus Wealth Management LLC | 0.09% | Add +2.9% | 4,337 | $267K |
| Virtue Capital Management, LLC | 0.04% | Add +0.8% | 4,304 | $265K |
| Acorn Wealth Advisors, LLC | 0.06% | Add +3.0% | 4,303 | $264K |
| DV Trading LLC | 0.02% | New | 4,300 | $264K |
| Clarion Wealth Managment Partners, LLC | 0.21% | New | 4,297 | $264K |
| TFC Financial Management, Inc. | 0.03% | Add +1.0% | 4,270 | $262K |
| BCS Wealth Management | 0.05% | Reduce -4.0% | 4,266 | $262K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 4,231 | $260K |
| Millennium Management | 0.00% | New | 4,221 | $259K |
| PGIM Custom Harvest LLC | 0.00% | New | 4,179 | $257K |
| Alexander Labrunerie & Co., Inc. | 0.09% | New | 4,168 | $256K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,157 | $255K |
| Welch Financial Planning, LLC | 0.15% | No change | 4,139 | $254K |
| Family Manage LLC | 0.03% | No change | 4,100 | $252K |
| Richmond Investment Services, LLC | 0.08% | Reduce -49.0% | 4,095 | $252K |
| Laurel Oak Wealth Management, LLC | 0.04% | New | 4,071 | $250K |
| Alessandra Capital Management, LLC | 0.18% | No change | 4,050 | $249K |
| Evolve Private Wealth, LLC | 0.02% | Reduce -18.2% | 4,044 | $249K |
| Ergawealth Advisors, Inc. | 0.10% | Reduce -42.0% | 4,043 | $248K |
| Annex Advisory Services, LLC | 0.00% | Reduce -73.5% | 4,031 | $248K |
| Barnes Wealth Management Group, Inc | 0.11% | Reduce -1.0% | 4,031 | $248K |
| Tidemark, LLC | 0.06% | Add +5.1% | 4,021 | $247K |
| Ridgecrest Wealth Partners, LLC | 0.12% | No change | 4,000 | $246K |
| Aire Advisors, LLC | 0.04% | Add +1.4% | 3,999 | $246K |
| Caitlin John, LLC | 0.13% | Add +7.8% | 3,983 | $245K |
| Zacks Investment Management | 0.00% | New | 3,981 | $245K |
| Howard Wealth Management, LLC | 0.09% | Add +4.8% | 3,958 | $243K |
| Welch Group, LLC | 0.01% | No change | 3,950 | $243K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | New | 3,873 | $238K |
| Capital Square, LLC | 0.10% | Add +0.4% | 3,920 | $237K |
| GAMMA Investing LLC | 0.01% | Add +76.9% | 3,857 | $237K |
| Griffin Asset Management, Inc. | 0.02% | New | 3,850 | $237K |
| Mascagni Wealth Management, Inc. | 0.15% | Reduce -41.1% | 3,842 | $236K |
| Marex Group Ltd | 0.00% | New | 3,804 | $234K |
| Websterrogers Financial Advisors, LLC | 0.06% | No change | 3,799 | $233K |
| Moneco Advisors, LLC | 0.01% | Reduce -9.0% | 3,729 | $229K |
| IPG Investment Advisors LLC | 0.03% | New | 3,675 | $226K |
| Colonial Trust Co / SC | 0.03% | Add +1.2% | 3,648 | $224K |
| Angeles Wealth Management, LLC | 0.01% | New | 3,648 | $224K |
| Matisse Capital | 0.09% | Reduce -62.5% | 3,644 | $224K |
| CFO4Life Group, LLC | 0.03% | Add +0.6% | 3,644 | $224K |
| Ankerstar Wealth, LLC | 0.19% | Add +2.7% | 3,623 | $223K |
| Signature Wealth Management Partners, LLC | 0.10% | New | 3,611 | $222K |
| Burford Brothers, Inc. | 0.08% | New | 3,587 | $220K |
| Victory Financial Group, LLC | 0.02% | Reduce -42.5% | 3,587 | $220K |
| True North Advisors, LLC | 0.02% | New | 3,544 | $218K |
| WealthTrust Asset Management, LLC | 0.12% | Reduce -21.6% | 3,536 | $217K |
| VSM Wealth Advisory, LLC | 0.06% | Add +23.7% | 3,535 | $217K |
| Adamsbrown Wealth Consultants LLC | 0.04% | New | 3,508 | $216K |
| WoodTrust Financial Corp | 0.03% | New | 3,500 | $215K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 3,485 | $214K |
| Oak Barrel Wealth Advisory LLC | 0.09% | — | 3,476 | $214K |
| MRA Advisory Group | 0.08% | New | 3,473 | $213K |
| Goldenstone Wealth Management LLC | 0.14% | Reduce -11.8% | 3,469 | $213K |
| Ritholtz Wealth Management | 0.00% | New | 3,468 | $213K |
| Strive Financial Group ,LLC | 0.09% | Add +66.0% | 3,467 | $213K |
| Cypress Financial Planning LLC | 0.05% | New | 3,463 | $213K |
| Sherry Group, Inc. | 0.21% | New | 3,500 | $212K |
| Requisite Capital Management, LLC | 0.03% | New | 3,424 | $210K |
| Financial Management Network Inc. | 0.03% | Reduce -24.8% | 3,590 | $210K |
| Fiduciary Financial Advisors | 0.02% | New | 3,385 | $208K |
| Friday Financial | 0.06% | Reduce -5.9% | 3,505 | $208K |
| Coldstream Capital Management Inc. | 0.00% | New | 3,368 | $207K |
| Fortitude Advisory Group L.L.C. | 0.08% | New | 3,353 | $206K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,348 | $206K |
| Essex Bank | 0.04% | New | 3,345 | $206K |
| Mission Financial Group, LLC | 0.17% | — | 3,341 | $205K |
| LifeGoal Investments, LLC | 0.09% | New | 3,319 | $204K |
| Bfsg, LLC | 0.02% | Add +0.7% | 3,291 | $202K |
| Leavell Investment Management, Inc. | 0.01% | New | 3,278 | $201K |
| Valeo Financial Advisors, LLC | 0.00% | New | 3,267 | $201K |
| COFG Advisors, LLC | 0.03% | New | 3,263 | $201K |
| Walter & Keenan Wealth Management LLC /in/ | 0.05% | New | 3,260 | $200K |
| Clarity Financial LLC | 0.02% | New | 3,255 | $200K |
| Centerpoint Advisors, LLC | 0.06% | Add +2.5% | 3,149 | $194K |
| Winch Advisory Services, LLC | 0.04% | Add +6.8% | 3,141 | $193K |
| Community Financial Services Group, LLC | 0.03% | Add +1475.0% | 3,150 | $190K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -30.9% | 3,032 | $186K |
| Highline Wealth Partners LLC | 0.04% | Add +429.2% | 2,884 | $177K |
| Ssa Swiss Advisors AG | 0.06% | No change | 2,799 | $172K |
| JFS Wealth Advisors, LLC | 0.01% | New | 2,773 | $170K |
| McGuire Capital Advisors Inc. | 0.09% | New | 2,610 | $160K |
| Innovative Asset Advisors Group, LLC | 0.06% | Add +2.4% | 2,196 | $135K |
| Founders Financial Alliance, LLC | 0.02% | Add +36.0% | 2,163 | $133K |
| StrongBox Wealth, LLC | 0.04% | New | 2,125 | $131K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +0.1% | 2,040 | $125K |
| Ascentis Independent Advisors | 0.33% | Reduce -15.8% | 1,965 | $121K |
| Essential Investment Partners LLC | 0.10% | Add +25.8% | 1,950 | $120K |
| Bayban | 0.09% | No change | 1,926 | $118K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,882 | $116K |
| American Capital Advisory, LLC | 0.04% | No change | 1,820 | $112K |
| Hollencrest Capital Management | 0.01% | Add +2.8% | 1,773 | $109K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.9% | 1,740 | $107K |
| IAG Wealth Partners, LLC | 0.01% | No change | 1,714 | $105K |
| CoreCap Advisors, LLC | 0.00% | Add +25.1% | 1,695 | $104K |
| Graney & King, LLC | 0.04% | Reduce -9.2% | 1,674 | $103K |
| Trust Co. of Vermont | 0.00% | — | 1,648 | $101K |
| GGM Financial LLC | 0.04% | Add +2.9% | 1,620 | $100K |
| Blue Trust, Inc. | 0.00% | Reduce -71.0% | 1,606 | $99K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -1.5% | 1,571 | $97K |
| Hilton Head Capital Partners, LLC | 0.05% | No change | 1,500 | $92K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,258 | $77K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 1,251 | $77K |
| Salomon & Ludwin, LLC | 0.01% | Add +181.3% | 1,221 | $74K |
| Gilpin Wealth Management, LLC | 0.05% | Reduce -27.4% | 1,184 | $73K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,056 | $65K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -56.0% | 1,000 | $61K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,000 | $61K |
| Dynamic Wealth Strategies, LLC | 0.03% | No change | 974 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -66.3% | 1,000 | $59K |
| Wolff Wiese Magana LLC | 0.03% | Add +0.2% | 963 | $59K |
| Bear Mountain Capital, Inc. | 0.02% | Add +76.6% | 964 | $58K |
| Fairway Wealth LLC | 0.01% | New | 919 | $57K |
| Roxbury Financial LLC | 0.04% | Reduce -3.4% | 917 | $56K |
| Front Row Advisors LLC | 0.02% | Reduce -15.7% | 940 | $56K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +3.0% | 904 | $56K |
| Sunrise Financial Services, LLC | 0.03% | Reduce -2.8% | 900 | $55K |
| William B. Walkup & Associates, Inc. | 0.03% | New | 900 | $55K |
| Millstone Evans Group, LLC | 0.03% | New | 891 | $55K |
| Roble, Belko & Company, Inc | 0.01% | No change | 871 | $54K |
| Ascentis Wealth Management, LLC | 0.01% | Add +16.2% | 868 | $53K |
| Activest Wealth Management | 0.01% | Reduce -4.0% | 867 | $53K |
| Archer Investment Corp | 0.01% | Add +41.5% | 835 | $51K |
| Reyes Financial Architecture, Inc. | 0.03% | Reduce -68.1% | 735 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 722 | $44K |
| Independence Bank of Kentucky | 0.01% | No change | 720 | $44K |
| Heritage Wealth Advisors | 0.00% | Reduce -19.7% | 717 | $44K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.4% | 697 | $43K |
| Investors Portfolio Services LLC | 0.03% | Reduce -98.3% | 676 | $42K |
| Main Street Group, LTD | 0.01% | No change | 660 | $41K |
| Key Capital Management, INC | 0.02% | New | 624 | $38K |
| Institute for Wealth Management, LLC. | 0.00% | New | 622 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -10.2% | 631 | $38K |
| Kingdom Financial Group LLC. | 0.01% | New | 615 | $38K |
| Westside Investment Management, Inc. | 0.00% | Reduce -92.8% | 554 | $34K |
| Anchor Bay Capital, Inc. | 0.02% | — | 569 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Reduce -84.3% | 550 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 525 | $32K |
| Buck Wealth Strategies, LLC | 0.00% | New | 518 | $32K |
| Holos Integrated Wealth LLC | 0.01% | New | 525 | $31K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 500 | $31K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +150.0% | 500 | $31K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 459 | $28K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 446 | $27K |
| Dunhill Financial, LLC | 0.01% | New | 436 | $27K |
| Valley National Advisers Inc. | 0.00% | No change | 411 | $25K |
| 3Chopt Investment Partners, LLC | 0.00% | Reduce -2.7% | 364 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 357 | $22K |
| AlphaCore Capital LLC | 0.00% | Add +19.3% | 352 | $22K |
| Piscataqua Savings Bank | 0.01% | No change | 335 | $21K |
| SWAN Capital LLC | 0.01% | Add +142.2% | 327 | $20K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 324 | $20K |
| Investment Counsel Co. of Nevada | 0.04% | New | 307 | $19K |
| Godsey & Gibb, Inc. | 0.00% | Add +51.8% | 293 | $18K |
| Asset Dedication, LLC | 0.00% | Add +9.5% | 289 | $18K |
| Napier Financial, LLC | 0.00% | New | 274 | $17K |
| Acumen Wealth Advisors, LLC | 0.00% | Reduce -12.1% | 255 | $16K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 250 | $15K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 250 | $15K |
| Rossby Financial, LCC | 0.00% | No change | 237 | $15K |
| Miller Global Investments, LLC | 0.01% | No change | 205 | $13K |
| Nvwm, LLC | 0.00% | New | 200 | $12K |
| Crews Bank & Trust | 0.00% | New | 200 | $12K |
| Vision Retirement, LLC | 0.00% | Reduce -24.3% | 196 | $12K |
| Avion Wealth | 0.00% | No change | 200 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 186 | $11K |
| Delos Wealth Advisors, LLC | 0.01% | No change | 176 | $11K |
| Gen-Wealth Partners Inc | 0.00% | Add +186.4% | 169 | $10K |
| CX Institutional | 0.00% | Reduce -0.6% | 155 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | New | 46,653 | $10K |
| Evolution Wealth Management Inc. | 0.01% | Add +53.8% | 143 | $9K |
| Costello Asset Management, INC | 0.00% | Add +2.9% | 107 | $7K |
| Trust Co | 0.00% | New | 104 | $6K |
| Financial Consulate, Inc. | 0.00% | Add +2.0% | 102 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 101 | $6K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $6K |
| Tradewinds Capital Management, LLC | 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 |
| Bullock Wealth Management Group | 0.00% | No change | 100 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -86.8% | 94 | $6K |
| Chesapeake Asset Management LLC | 0.00% | Add +3.3% | 95 | $6K |
| Imprint Wealth LLC | 0.02% | No change | 95 | $6K |
| City State Bank | 0.00% | No change | 95 | $6K |
| Abound Wealth Management | 0.00% | New | 90 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 75 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -98.5% | 74 | $5K |
| LGT Financial Advisors LLC | 0.02% | No change | 62 | $4K |
| Paladin Advisory Group, LLC | 0.00% | No change | 60 | $4K |
| Mather Group, Llc. | 0.00% | No change | 60 | $4K |
| TD Private Client Wealth LLC | 0.00% | Add +1.8% | 57 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 51 | $3K |
| Key Financial Inc | 0.00% | New | 50 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 48 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.0% | 34 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 34 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 46 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Add +14.8% | 31 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 30 | $2K |
| Duncker Streett & Co. Inc. | 0.00% | New | 30 | $2K |
| Guardian Partners Inc. | 0.00% | New | 30 | $2K |
| Virtus Advisers, LLC | 0.00% | No change | 20 | $1K |
| Purpose Unlimited Inc. | 0.00% | No change | 19 | $1K |
| Legacy Bridge, LLC | 0.00% | No change | 15 | $922 |
| Operose Advisors LLC | 0.00% | Reduce -92.7% | 10 | $615 |
| Park Square Financial Group, LLC | 0.00% | Reduce -72.2% | 5 | $307 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 5 | $307 |
| Morgan Dempsey Capital Management LLC | 0.00% | No change | 3 | $170 |
"% of holder's portfolio" is JEPQ's weight in each manager's 13F, not the share of JPM Nasdaq Equity Premium the manager owns.