JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q1 2024 (March 31)951holders
5famous investors
$50.44avg. 13F price*
At the end of Q1 2024, 951 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings. The largest holders were Morgan Stanley ($2.7B), JPMorgan Chase & Co. ($2.3B) and Bank of America Corp. ($730.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $103.8M |
| Exits | 73 | $417.9M |
Ownership 951 holders
| Morgan Stanley | 0.22% | Reduce -3.2% | 54,298,383 | $2.7B |
| JPMorgan Chase & Co. | 0.21% | Add +30.0% | 45,690,839 | $2.3B |
| Bank of America Corp. | 0.07% | Reduce -12.5% | 14,480,714 | $730.6M |
| FMR LLC | 0.05% | Add +0.9% | 14,158,450 | $714.3M |
| Charles Schwab Investment Management Inc. | 0.16% | Add +1.2% | 13,615,984 | $686.9M |
| LPL Financial LLC | 0.25% | Reduce -6.7% | 9,147,482 | $461.5M |
| UBS Group AG | 0.14% | Reduce -3.8% | 8,618,047 | $434.8M |
| HB Wealth Management, LLC | 5.10% | Add +5.8% | 8,076,454 | $405.2M |
| Wells Fargo & Company | 0.10% | Add +3.3% | 7,695,044 | $388.2M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +37.5% | 4,833,237 | $243.8M |
| Betterment LLC | 0.63% | Add +31.4% | 4,687,250 | $236.5M |
| Envestnet Asset Management Inc. | 0.07% | Add +32.9% | 3,600,663 | $181.7M |
| Royal Bank of Canada | 0.04% | Reduce -5.2% | 3,489,395 | $176.0M |
| Cerity Partners LLC | 0.45% | Reduce -26.0% | 3,351,073 | $169.1M |
| Osaic Holdings, Inc. | 0.28% | Reduce -5.7% | 2,518,586 | $127.1M |
| Foster Dykema Cabot & Partners, LLC | 11.21% | Add +0.6% | 2,385,487 | $120.3M |
| Townsquare Capital LLC | 1.74% | Reduce -2.8% | 2,353,507 | $118.7M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -1.1% | 2,059,184 | $103.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +18.3% | 2,013,367 | $101.6M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -4.6% | 1,826,486 | $92.1M |
| Cetera Investment Advisers | 0.21% | Add +927.2% | 1,790,596 | $90.3M |
| Signaturefd, LLC | 1.82% | Add +4.5% | 1,706,583 | $86.1M |
| Bridgewater Advisors Inc. | 11.80% | Add +11.5% | 1,561,759 | $78.8M |
| Renaissance Technologies | 0.12% | No change | 1,541,700 | $77.8M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +18.6% | 1,523,563 | $76.9M |
| Stifel Financial Corp. | 0.09% | Add +0.5% | 1,505,094 | $75.9M |
| Raymond James & Associates | 0.05% | Add +12.6% | 1,387,419 | $70.0M |
| Legacy Wealth Management, LLC | 4.89% | Add +4.2% | 1,314,837 | $66.3M |
| Cornerstone Management, Inc. | 14.50% | Add +7.7% | 1,294,974 | $65.3M |
| Axxcess Wealth Management, LLC | 1.83% | Add +10.2% | 1,281,802 | $64.7M |
| Assetmark, Inc. | 0.20% | Reduce -2.6% | 1,233,199 | $62.2M |
| Quadrant Capital Group LLC | 4.88% | Add +15.5% | 1,226,103 | $61.9M |
| Ancora Advisors LLC | 1.40% | Add +0.2% | 1,210,459 | $61.1M |
| Equitable Holdings, Inc. | 0.67% | Add +158.9% | 1,173,720 | $59.2M |
| Sei Investments Co. | 0.08% | Reduce -9.8% | 1,114,852 | $56.2M |
| Cwm, LLC | 0.27% | Add +12.8% | 1,104,860 | $55.7M |
| MML Investors Services, LLC | 0.22% | Reduce -8.3% | 1,066,057 | $53.8M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -0.4% | 997,512 | $50.3M |
| Peterson Wealth Advisors, LLC | 10.41% | Add +23.5% | 970,685 | $49.0M |
| Rockefeller Capital Management L.P. | 0.13% | Add +10.1% | 915,914 | $46.2M |
| Fifth Third Bancorp | 0.18% | Reduce -0.4% | 897,990 | $45.3M |
| Avantax Advisory Services, Inc. | 0.40% | Reduce -0.2% | 888,619 | $44.8M |
| Acorns Advisers, LLC | 0.48% | Add +1.3% | 853,706 | $43.1M |
| AE Wealth Management LLC | 0.47% | Reduce -58.2% | 816,162 | $41.2M |
| Rock Creek Group LLC | 5.10% | Add +39.1% | 803,486 | $40.5M |
| Stephens Inc. | 0.61% | Reduce -12.7% | 782,262 | $39.5M |
| Alpha Omega Wealth Management LLC | 7.25% | Add +0.5% | 773,827 | $39.0M |
| Private Advisor Group, LLC | 0.28% | Reduce -25.1% | 762,278 | $38.5M |
| Lincoln National Corp. | 0.57% | Add +15.6% | 719,901 | $36.3M |
| N.E.W. Advisory Services LLC | 3.93% | Add +2.7% | 702,574 | $35.4M |
| Ameritas Advisory Services, LLC | 1.45% | Add +442.9% | 698,847 | $35.3M |
| Flagship Harbor Advisors, LLC | 2.21% | Add +15.7% | 681,056 | $34.4M |
| Parkside Investments, LLC | 5.31% | Add +59.5% | 663,965 | $33.5M |
| Captrust Financial Advisors | 0.12% | Reduce -21.4% | 650,029 | $32.8M |
| Appleton Partners Inc. | 2.53% | Reduce -24.6% | 646,836 | $32.6M |
| SVB Wealth LLC | 0.72% | Reduce -12.8% | 640,415 | $32.3M |
| McCarthy Asset Management, Inc. | 19.37% | Reduce -1.0% | 623,595 | $31.5M |
| Valmark Advisers, Inc. | 0.55% | Reduce -2.1% | 622,279 | $31.4M |
| Montag A & Associates Inc. | 1.56% | Reduce -12.1% | 616,488 | $31.1M |
| Financial Planning & Information Services, Inc. | 4.62% | Add +2.7% | 609,726 | $30.8M |
| Fairview Capital Investment Management, LLC | 1.73% | Add +3.0% | 609,248 | $30.7M |
| Greenwood Gearhart LLC | 2.94% | Add +3.5% | 597,293 | $30.1M |
| Sollinda Capital Management LLC | 9.40% | Reduce -26.6% | 596,501 | $30.1M |
| BNP Paribas Financial Markets | 0.04% | Add +851.5% | 581,353 | $29.3M |
| Citadel Advisors | 0.03% | New | 580,302 | $29.3M |
| Cresset Asset Management, LLC | 0.14% | Add +9.7% | 579,605 | $29.2M |
| Soltis Investment Advisors LLC | 3.25% | Reduce -20.0% | 575,856 | $29.1M |
| RiverFront Investment Group, LLC | 0.81% | Add +432.9% | 571,094 | $28.8M |
| Paradigm, Strategies in Wealth Management, LLC | 17.43% | Add +29.2% | 559,874 | $28.2M |
| Bryn Mawr Trust Advisors, LLC | 1.57% | Reduce -2.4% | 546,750 | $27.6M |
| Great Point Wealth Advisors, LLC | 6.40% | Add +4496.9% | 544,505 | $27.5M |
| Badgley Phelps Wealth Managers, LLC | 0.69% | Add +0.9% | 543,376 | $27.4M |
| Flaharty Asset Management, LLC | 4.05% | Add +14.9% | 540,499 | $27.3M |
| Wilmington Savings Fund Society, FSB | 1.03% | — | 532,880 | $26.9M |
| McMorgan & Co. LLC | 4.58% | Reduce -50.0% | 527,882 | $26.6M |
| Financial Management Professionals, Inc. | 3.92% | Add +2.1% | 527,334 | $26.6M |
| Rosenberg Matthew Hamilton | 7.57% | Add +7.3% | 521,371 | $26.2M |
| Harbour Investments, Inc. | 0.92% | Add +63.0% | 515,938 | $26.0M |
| Trustmark Bank Trust Department | 2.12% | Reduce -11.0% | 514,147 | $25.9M |
| Beacon Bank & Trust | 6.38% | Add +51.0% | 509,397 | $25.7M |
| Allworth Financial LP | 0.18% | Reduce -3.7% | 497,209 | $25.1M |
| Mason Street Advisors, LLC | 4.19% | No change | 493,250 | $24.9M |
| Spire Wealth Management | 0.46% | Reduce -69.1% | 492,794 | $24.9M |
| Mariner, LLC | 0.05% | Add +8.8% | 489,764 | $24.7M |
| Avestar Capital, LLC | 2.82% | Reduce -32.8% | 486,834 | $24.6M |
| Beacon Investment Advisory Services, Inc. | 1.04% | Add +3.4% | 479,812 | $24.2M |
| Requisite Capital Management, LLC | 5.26% | Reduce -15.3% | 478,373 | $24.1M |
| Kestra Advisory Services, LLC | 0.16% | Add +7.0% | 470,252 | $23.7M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +13.2% | 469,099 | $23.7M |
| Great Valley Advisor Group, Inc. | 0.71% | Add +23.3% | 466,273 | $23.5M |
| Janney Montgomery Scott LLC | 0.07% | Add +46.0% | 465,301 | $23.5M |
| Ridgepath Capital Management LLC | 25.27% | Add +656.2% | 445,126 | $22.5M |
| Capital Investment Advisory Services, LLC | 2.39% | Reduce -53.8% | 442,211 | $22.3M |
| Frisch Financial Group, Inc. | 7.34% | Add +2323.7% | 438,180 | $22.1M |
| Peapack Gladstone Financial Corp. | 0.34% | Add +1.6% | 436,736 | $22.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +8.9% | 436,283 | $22.0M |
| Evensky & Katz LLC | 1.55% | Add +1.4% | 435,031 | $21.9M |
| SkyOak Wealth, LLC | 5.18% | Add +6.6% | 428,850 | $21.6M |
| Franklin Resources Inc. | 0.01% | Reduce -6.6% | 425,708 | $21.5M |
| Verum Partners LLC | 7.59% | Add +18.1% | 422,860 | $21.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.48% | Reduce -18.9% | 420,074 | $21.2M |
| Weatherly Asset Management L. P. | 2.04% | Add +3.5% | 417,903 | $21.1M |
| Thomasville National Bank | 1.71% | Reduce -11.8% | 410,871 | $20.7M |
| Ironwood Wealth Management, Inc. | 10.86% | Add +1.9% | 412,069 | $20.7M |
| Bramshill Investments, LLC | 2.43% | Reduce -71.1% | 408,576 | $20.6M |
| Cynosure Group, LLC | 3.69% | Add +2.6% | 407,331 | $20.5M |
| Insight Wealth Partners, LLC | 13.26% | Add +19.9% | 404,533 | $20.4M |
| Portside Wealth Group, LLC | 3.73% | Reduce -2.4% | 399,614 | $20.2M |
| Baker Tilly Wealth Management, LLC | 3.59% | Add +6.6% | 394,015 | $19.9M |
| Synovus Financial Corp. | 0.25% | Reduce -8.5% | 387,360 | $19.5M |
| Mascoma Wealth Management LLC | 5.55% | Reduce -17.0% | 386,566 | $19.5M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -1.4% | 379,661 | $19.2M |
| Donaldson Capital Management, LLC | 0.79% | Add +22.4% | 378,171 | $19.1M |
| NewEdge Advisors, LLC | 0.16% | Add +23.4% | 369,606 | $18.6M |
| Citizens Financial Group Inc. | 0.62% | Reduce -10.5% | 368,281 | $18.6M |
| StrongBox Wealth, LLC | 9.68% | Add +11.7% | 363,926 | $18.4M |
| Magnolia Wealth Management, LLC | 7.45% | Add +89.8% | 361,633 | $18.2M |
| Oarsman Capital, Inc. | 4.35% | Add +22.4% | 360,567 | $18.2M |
| Arbor Investment Advisors, LLC | 2.62% | Add +4.7% | 355,017 | $17.9M |
| Albion Financial Group | 1.38% | Reduce -1.0% | 353,704 | $17.8M |
| Mgo One Seven LLC | 0.92% | Add +47.2% | 351,405 | $17.7M |
| Summit Wealth Partners, LLC | 3.76% | Add +3.5% | 349,686 | $17.6M |
| IMZ Advisory Inc | 9.02% | Add +14.8% | 346,820 | $17.5M |
| Obsidian Cio, LLC | 4.27% | Reduce -11.9% | 343,964 | $17.4M |
| Capital Asset Advisory Services LLC | 0.98% | Add +55.2% | 340,325 | $17.1M |
| Roberts Wealth Advisors, LLC | 6.26% | Reduce -0.7% | 333,152 | $16.8M |
| Waverly Advisors, LLC | 0.39% | New | 328,566 | $16.6M |
| Integrated Wealth Concepts LLC | 0.24% | Add +34.7% | 328,236 | $16.6M |
| Savant Capital, LLC | 0.19% | Reduce -7.6% | 321,121 | $16.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -6.3% | 320,027 | $16.1M |
| White Wing Wealth Management | 13.31% | Reduce -4.4% | 319,311 | $16.0M |
| Philip James Wealth Mangement, LLC | 11.25% | Reduce -1.3% | 314,743 | $15.9M |
| Mills Wealth Advisors LLC | 11.64% | Reduce -5.8% | 314,454 | $15.9M |
| WCG Wealth Advisors LLC | 1.32% | Reduce -4.3% | 312,413 | $15.8M |
| Abbrea Capital, LLC | 2.08% | Add +3.5% | 312,346 | $15.8M |
| Connectus Wealth, LLC | 0.43% | Reduce -73.3% | 310,138 | $15.6M |
| Cooper Financial Group | 2.55% | Reduce -1.7% | 308,100 | $15.5M |
| Comerica Bank | 0.07% | Reduce -3.2% | 305,901 | $15.4M |
| IFP Advisors, Inc | 0.64% | Add +80.2% | 287,402 | $14.5M |
| Mutual Advisors, LLC | 0.46% | Reduce -5.7% | 285,866 | $14.4M |
| TMD Wealth Management, LLC | 3.34% | Add +5.2% | 283,482 | $14.3M |
| Wunderlich Capital Managemnt | 6.41% | Add +24.9% | 281,840 | $14.2M |
| Ruggaard & Associates LLC | 6.76% | Add +4.0% | 281,654 | $14.2M |
| Saiph Capital, LLC | 6.60% | Add +2.7% | 281,330 | $14.2M |
| Invst, LLC | 1.68% | Add +7.0% | 282,043 | $14.2M |
| Capital Advisors Wealth Management, LLC | 2.93% | Add +7.6% | 279,635 | $14.1M |
| San Luis Wealth Advisors LLC | 7.37% | Reduce -36.8% | 278,310 | $14.0M |
| Simon Quick Advisors, LLC | 1.05% | Reduce -4.5% | 278,248 | $14.0M |
| Dynamic Advisor Solutions LLC | 0.47% | Reduce -0.4% | 277,250 | $14.0M |
| Souders Financial Advisors | 2.21% | Reduce -8.0% | 277,062 | $14.0M |
| Morningstar Investment Services LLC | 0.15% | Reduce -49.0% | 272,097 | $13.7M |
| Meridian Financial Partners LLC | 17.59% | Add +1.8% | 272,027 | $13.7M |
| Cahaba Wealth Management, Inc. | 1.23% | Add +7.4% | 268,284 | $13.5M |
| RPg Family Wealth Advisory, LLC | 4.26% | Add +3.7% | 266,614 | $13.5M |
| Composition Wealth, LLC | 0.33% | Reduce -44.7% | 263,483 | $13.3M |
| Goldstone Financial Group, LLC | 3.04% | Add +9.2% | 262,427 | $13.2M |
| Royal Harbor Partners, LLC | 5.76% | Add +2.1% | 262,099 | $13.2M |
| Flow Traders U.S. LLC | 0.70% | Add +260.0% | 259,578 | $13.1M |
| Roof Eidam Maycock Peralta, LLC | 3.59% | Add +2.5% | 259,280 | $13.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.70% | Reduce -18.1% | 256,434 | $12.9M |
| Alliance Wealth Advisors, LLC | 3.81% | Add +14.1% | 253,547 | $12.8M |
| Norden Group LLC | 2.59% | Add +15.7% | 252,915 | $12.8M |
| Schwallier Wealth Management LLC | 10.12% | Add +6011.2% | 248,970 | $12.6M |
| John W. Brooker & Co., CPAs | 6.71% | Reduce -11.0% | 247,436 | $12.5M |
| Prism Advisors, Inc. | 3.75% | Add +14.0% | 247,306 | $12.5M |
| Kwmg, LLC | 1.35% | Add +3.4% | 243,689 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +20.5% | 242,887 | $12.3M |
| JFS Wealth Advisors, LLC | 0.96% | Add +25.8% | 240,157 | $12.1M |
| Heritage Financial Services, LLC | 1.79% | Add +37.9% | 238,742 | $12.0M |
| Highline Wealth Partners LLC | 4.86% | Add +13.6% | 236,291 | $11.9M |
| MBM Wealth Consultants, LLC | 4.19% | Add +3.8% | 236,043 | $11.9M |
| Corient Private Wealth LP | 0.02% | Reduce -13.9% | 234,357 | $11.8M |
| Valley Wealth Managers, Inc. | 0.87% | Add +2.3% | 228,587 | $11.5M |
| Dakota Wealth Management | 0.28% | Reduce -1.2% | 224,685 | $11.3M |
| First Business Financial Services, Inc. | 1.22% | Add +3.5% | 224,625 | $11.3M |
| Scott Capital Advisors, LLC | 3.45% | Add +2.8% | 225,146 | $11.3M |
| IronBridge Private Wealth, LLC | 4.69% | Add +3.2% | 223,973 | $11.3M |
| NavPoint Financial, Inc. | 9.81% | Add +1.3% | 223,650 | $11.3M |
| Houlihan Financial Resource Group, Ltd. | 4.93% | Add +1.0% | 217,693 | $11.0M |
| Resonant Capital Advisors, LLC | 0.93% | Add +23.5% | 216,129 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Reduce -14.3% | 215,302 | $10.9M |
| Oliver Lagore Vanvalin Investment Group | 3.26% | Add +26.7% | 214,992 | $10.8M |
| Bank of Montreal | 0.00% | Add +511.3% | 209,257 | $10.6M |
| Aspen Wealth Management LLC | 4.06% | Add +3.6% | 208,572 | $10.5M |
| Little House Capital LLC | 3.42% | Add +76.9% | 204,751 | $10.3M |
| Crewe Advisors LLC | 1.20% | Add +0.5% | 203,946 | $10.3M |
| LexAurum Advisors, LLC | 2.57% | Reduce -1.4% | 201,074 | $10.1M |
| Lowe Wealth Advisors, LLC | 4.71% | Add +1.3% | 200,595 | $10.1M |
| Essex Financial Services, Inc. | 0.92% | Add +7.0% | 197,895 | $10.0M |
| Triumph Capital Management | 4.06% | Reduce -27.0% | 197,271 | $10.0M |
| Johnson Financial Group, Inc. | 0.53% | Reduce -43.3% | 197,035 | $9.9M |
| AdvisorNet Financial, Inc | 0.95% | Add +55.0% | 195,685 | $9.9M |
| Naviter Wealth, LLC | 1.61% | Reduce -35.9% | 195,328 | $9.9M |
| Legacy Private Trust Co. | 0.70% | Add +16.6% | 189,973 | $9.6M |
| Chatham Capital Group, Inc. | 1.75% | Reduce -1.4% | 189,407 | $9.6M |
| Keating Wealth Management LLC | 5.73% | Reduce -35.0% | 189,217 | $9.5M |
| Citigroup Inc. | 0.01% | Reduce -6.5% | 188,670 | $9.5M |
| Encompass Wealth Advisors, LLC | 2.52% | Reduce -1.8% | 186,752 | $9.4M |
| Legacy Capital Group California, Inc. | 3.46% | Reduce -4.0% | 186,080 | $9.4M |
| Sage Advisory Services, Ltd.Co. | 2.55% | Reduce -39.7% | 185,122 | $9.3M |
| Choice Wealth Advisors LLC | 5.61% | Add +2.3% | 183,532 | $9.3M |
| Meridian Financial Advisors, LLC | 6.74% | Reduce -4.2% | 179,014 | $9.0M |
| Integral Investment Advisors, Inc. | 3.73% | Add +11.1% | 178,688 | $9.0M |
| Texas Yale Capital Corp. | 0.40% | Reduce -3.2% | 178,464 | $9.0M |
| TD Capital Management LLC | 0.95% | Add +91.0% | 176,701 | $8.9M |
| REDW Wealth LLC | 2.40% | Add +3.5% | 176,302 | $8.9M |
| Millennium Management | 0.01% | Reduce -36.3% | 175,686 | $8.9M |
| Sowell Financial Services LLC | 0.42% | Reduce -18.8% | 174,818 | $8.8M |
| Cobblestone Capital Advisors LLC | 0.55% | Add +2.0% | 173,791 | $8.8M |
| Rockingstone Advisors LLC | 4.50% | Reduce -4.2% | 172,884 | $8.7M |
| Janiczek Wealth Management, LLC | 1.86% | Add +1.2% | 172,860 | $8.7M |
| Essex LLC | 2.00% | Add +100.1% | 172,548 | $8.7M |
| SOL Capital Management CO | 1.09% | Add +7.0% | 171,864 | $8.7M |
| Econ Financial Services Corp | 5.38% | New | 171,869 | $8.7M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -24.1% | 171,424 | $8.6M |
| LPWM LLC | 3.17% | Reduce -1.0% | 171,873 | $8.6M |
| Perennial Advisors, LLC | 1.99% | Add +5.7% | 169,844 | $8.6M |
| Kendall Capital Management | 2.92% | Add +2.1% | 168,256 | $8.5M |
| Ascension Capital Advisors, Inc. | 4.72% | Add +4.8% | 168,106 | $8.5M |
| Financial Security Advisor, Inc. | 2.95% | Add +44.4% | 167,158 | $8.4M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +7.3% | 165,688 | $8.3M |
| Krilogy Financial LLC | 0.63% | Reduce -18.2% | 162,687 | $8.2M |
| WNY Asset Management, LLC | 1.25% | Add +5.3% | 162,115 | $8.2M |
| Paces Ferry Wealth Advisors, LLC | 5.22% | Add +4.8% | 161,657 | $8.2M |
| Hilltop Holdings Inc. | 0.90% | Reduce -11.4% | 160,502 | $8.1M |
| Sandbox Financial Partners, LLC | 3.39% | Reduce -26.1% | 160,207 | $8.1M |
| Ashton Thomas Private Wealth, LLC | 0.45% | Reduce -5.6% | 157,219 | $7.9M |
| Carolinas Wealth Consulting LLC | 1.56% | Add +12.9% | 157,014 | $7.9M |
| Symphony Financial, Ltd. Co. | 1.84% | Add +8.2% | 156,765 | $7.9M |
| Good Life Advisors, LLC | 0.69% | Add +0.8% | 154,817 | $7.8M |
| Global Retirement Partners, LLC | 0.29% | Reduce -7.4% | 153,883 | $7.8M |
| Paragon Advisors, LLC | 3.06% | Reduce -53.8% | 150,720 | $7.6M |
| Trademark Financial Management, LLC | 6.30% | Reduce -3.3% | 150,645 | $7.6M |
| First National Trust Co | 0.30% | Reduce -37.7% | 147,990 | $7.5M |
| Sand Hill Global Advisors, LLC | 0.35% | Add +27.9% | 147,786 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.38% | Add +0.9% | 147,271 | $7.4M |
| M&R Capital Management Inc. | 1.80% | Reduce -9.8% | 145,411 | $7.3M |
| Arcus Capital Partners, LLC | 2.32% | Add +29.2% | 145,085 | $7.3M |
| Westside Investment Management, Inc. | 1.74% | Add +1.0% | 143,050 | $7.3M |
| Colonial Trust Advisors | 0.72% | Reduce -5.3% | 143,512 | $7.2M |
| Elmwood Wealth Management, Inc. | 3.10% | Add +71.5% | 143,505 | $7.2M |
| Insight 2811, Inc. | 3.67% | Add +25.7% | 141,395 | $7.1M |
| Boston Family Office LLC | 0.51% | Reduce -10.9% | 140,909 | $7.1M |
| Stratos Wealth Advisors, LLC | 0.42% | Add +29.6% | 140,717 | $7.1M |
| Concorde Financial Corp | 6.46% | Reduce -16.3% | 140,713 | $7.1M |
| Deseret Mutual Benefit Administrators | 3.54% | Add +0.0% | 140,291 | $7.1M |
| Compass Financial Group, Inc. | 3.71% | Reduce -0.2% | 137,963 | $7.0M |
| Perigon Wealth Management, LLC | 0.21% | Add +27.7% | 137,238 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -30.8% | 134,904 | $6.8M |
| Noesis Capital Mangement Corp. | 1.51% | Add +8.2% | 134,784 | $6.8M |
| Coulter & Justus Financial Services, LLC | 1.51% | New | 134,784 | $6.8M |
| Gradient Capital Advisors, LLC | 2.47% | Reduce -2.1% | 133,434 | $6.7M |
| Advocacy Wealth Management, LLC | 0.58% | Reduce -12.8% | 132,869 | $6.7M |
| Allen Capital Group, LLC | 0.97% | Add +14.7% | 132,540 | $6.7M |
| Independent Financial Group, LLC | 0.31% | Reduce -1.2% | 132,013 | $6.7M |
| Principle Wealth Partners LLC | 0.52% | Reduce -2.5% | 130,868 | $6.6M |
| Tiemann Investment Advisors, LLC | 2.94% | Add +0.2% | 130,168 | $6.6M |
| Crestmont Private Wealth LLC | 3.24% | Reduce -7.4% | 129,458 | $6.5M |
| Oxbow Advisors, LLC | 0.93% | Add +17.3% | 129,052 | $6.5M |
| Archford Capital Strategies, LLC | 1.09% | Add +11.4% | 128,246 | $6.5M |
| Lido Advisors, LLC | 0.06% | Reduce -19.7% | 128,194 | $6.5M |
| Sigma Planning Corp | 0.20% | Add +92.4% | 127,927 | $6.5M |
| Round Rock Advisors LLC | 1.54% | Add +3.9% | 127,312 | $6.4M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -28.9% | 127,231 | $6.4M |
| American Financial Advisors, LLC | 0.90% | Add +2.9% | 127,048 | $6.4M |
| Forza Wealth Management, LLC | 3.33% | Reduce -2.3% | 127,005 | $6.4M |
| Bristlecone Advisors, LLC | 0.56% | Reduce -2.4% | 126,996 | $6.4M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +22.6% | 126,151 | $6.4M |
| FSM Wealth Advisors, LLC | 2.24% | Add +6.2% | 125,053 | $6.3M |
| IFG Advisory, LLC | 0.46% | Add +7.2% | 122,282 | $6.2M |
| Scotia Capital Inc. | 0.04% | Reduce -9.8% | 121,964 | $6.2M |
| Mayfair Advisory Group, LLC | 4.44% | Add +4.9% | 121,168 | $6.1M |
| First International Bank & Trust | 2.11% | Reduce -25.4% | 120,961 | $6.1M |
| Independent Wealth Network Inc. | 2.84% | Reduce -2.7% | 119,968 | $6.1M |
| Aprio Wealth Management, LLC | 1.18% | Reduce -82.1% | 119,564 | $6.0M |
| J. W. Coons Advisors, LLC | 1.06% | Add +0.2% | 119,427 | $6.0M |
| Sandy Spring Bank | 0.27% | Add +9.6% | 118,206 | $6.0M |
| VCI Wealth Management LLC | 4.03% | Reduce -10.6% | 118,017 | $6.0M |
| IHT Wealth Management, LLC | 0.24% | Reduce -64.8% | 117,866 | $5.9M |
| Windsor Capital Management, LLC | 1.84% | Reduce -2.1% | 117,660 | $5.9M |
| Guardian Wealth Advisors, LLC / NC | 0.72% | Reduce -4.4% | 116,986 | $5.9M |
| Cornerstone Advisory, LLC | 0.84% | Reduce -74.3% | 116,359 | $5.9M |
| Levy Wealth Management Group, LLC | 1.63% | No change | 115,977 | $5.8M |
| Foundations Investment Advisors, LLC | 0.15% | Add +8.4% | 114,889 | $5.8M |
| Walkner Condon Financial Advisors LLC | 1.23% | Add +27.4% | 114,491 | $5.8M |
| ProVise Management Group, LLC | 0.50% | Reduce -43.3% | 114,158 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | New | 113,754 | $5.7M |
| Cobblestone Asset Management LLC | 3.89% | Reduce -28.0% | 113,701 | $5.7M |
| Apeiron RIA LLC | 1.65% | Reduce -1.1% | 113,276 | $5.7M |
| NewEdge Wealth, LLC | 0.13% | Reduce -62.7% | 113,156 | $5.7M |
| Daymark Wealth Partners, LLC | 0.30% | Add +1.2% | 112,171 | $5.7M |
| Cardinal Strategic Wealth Guidance | 2.12% | Add +2.5% | 111,760 | $5.6M |
| Stewardship Advisors, LLC | 1.92% | Reduce -62.5% | 111,292 | $5.6M |
| One Capital Management, LLC | 0.20% | Reduce -7.9% | 110,486 | $5.6M |
| Advisory Alpha, LLC | 0.23% | Add +27.5% | 108,902 | $5.5M |
| Tradewinds Capital Management, LLC | 1.51% | Add +0.8% | 108,650 | $5.5M |
| Howard Financial Services, LTD. | 0.91% | Reduce -1.3% | 104,570 | $5.3M |
| Lodestone Wealth Management LLC | 2.76% | Reduce -3.3% | 104,298 | $5.3M |
| Anchor Investment Management, LLC | 0.55% | Add +7.9% | 103,410 | $5.2M |
| Old Mission Capital LLC | 0.13% | Add +311.6% | 103,081 | $5.2M |
| Mach-1 Financial Group, LLC | 3.90% | Add +2.0% | 101,507 | $5.1M |
| Bartlett & Co. Wealth Management LLC | 0.08% | Reduce -6.4% | 99,924 | $5.0M |
| Financial Perspectives, Inc | 1.90% | Reduce -1.1% | 99,130 | $5.0M |
| Chicago Partners Investment Group LLC | 0.21% | Add +12.0% | 98,981 | $5.0M |
| United Advisor Group, LLC | 1.87% | New | 98,590 | $5.0M |
| YHB Investment Advisors, Inc. | 0.43% | Add +31.7% | 95,333 | $4.8M |
| Geneos Wealth Management Inc. | 0.22% | Reduce -20.6% | 95,065 | $4.8M |
| West Paces Advisors Inc. | 1.26% | Add +16.9% | 94,869 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +20.4% | 94,510 | $4.8M |
| Bfsg, LLC | 0.63% | Add +5.6% | 94,194 | $4.8M |
| Southeast Asset Advisors, LLC | 0.57% | Add +155.5% | 93,774 | $4.7M |
| Centaurus Financial, Inc. | 0.33% | Reduce -7.0% | 93,649 | $4.7M |
| FirstPurpose Wealth LLC | 1.71% | Add +2.9% | 93,830 | $4.7M |
| Per Stirling Capital Management, LLC. | 0.79% | Reduce -15.9% | 93,237 | $4.7M |
| Frontier Asset Management, LLC | 1.73% | Add +22.9% | 93,210 | $4.7M |
| TAP Consulting, LLC | 1.03% | Reduce -34.4% | 92,971 | $4.7M |
| Sage Rhino Capital LLC | 1.09% | Add +6.4% | 91,819 | $4.6M |
| Gotham Asset Management | 0.07% | Add +45.5% | 91,727 | $4.6M |
| Aspire Capital Advisors LLC | 1.55% | Reduce -14.2% | 91,414 | $4.6M |
| SlateStone Wealth, LLC | 0.46% | Add +915.6% | 91,400 | $4.6M |
| Foster & Motley Inc. | 0.31% | Reduce -26.4% | 90,280 | $4.6M |
| Creative Planning | 0.01% | Reduce -13.4% | 90,152 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -31.3% | 89,966 | $4.5M |
| Sanctuary Wealth Management, L.L.C. | 3.69% | Add +66.2% | 89,918 | $4.5M |
| Colonial Trust Co / SC | 0.85% | Reduce -2.7% | 89,867 | $4.5M |
| Financial Enhancement Group LLC | 0.74% | Reduce -3.3% | 89,660 | $4.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -27.9% | 88,645 | $4.5M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -27.9% | 88,645 | $4.5M |
| Ergawealth Advisors, Inc. | 2.43% | Reduce -6.4% | 87,744 | $4.4M |
| Adell Harriman & Carpenter Inc. | 0.36% | Reduce -1.9% | 87,045 | $4.4M |
| Friedenthal Financial | 2.68% | New | 86,250 | $4.4M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -4.4% | 85,712 | $4.3M |
| Childress Capital Advisors, LLC | 1.25% | Add +10.5% | 85,457 | $4.3M |
| Private Capital Management LLC | 0.94% | Reduce -2.7% | 85,016 | $4.3M |
| SP Asset Management LLC | 0.39% | Reduce -20.2% | 83,981 | $4.2M |
| Catalina Capital Group, LLC | 1.81% | Reduce -3.3% | 83,761 | $4.2M |
| Eagle Harbor Asset Management Inc. | 4.49% | Add +4.4% | 83,353 | $4.2M |
| Mosley Wealth Management | 3.93% | Reduce -18.1% | 82,936 | $4.2M |
| Prospera Financial Services Inc | 0.12% | Reduce -16.4% | 82,809 | $4.2M |
| FinTrust Capital Advisors, LLC | 0.81% | Reduce -0.3% | 82,582 | $4.2M |
| Creative Financial Designs Inc. | 0.39% | Add +86.9% | 82,453 | $4.2M |
| Procyon Advisors, LLC | 0.32% | Add +1422.7% | 82,334 | $4.2M |
| CIC Wealth, LLC | 1.20% | Add +17.0% | 81,846 | $4.1M |
| Oppenheimer & Co. Inc. | 0.07% | Add +33.4% | 81,809 | $4.1M |
| Lionsbridge Wealth Management LLC | 3.18% | Add +1.3% | 81,426 | $4.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.80% | Reduce -10.3% | 81,175 | $4.1M |
| Family Asset Management, LLC | 2.56% | Add +7.4% | 80,925 | $4.1M |
| Financial Advocates Investment Management | 0.24% | Reduce -8.5% | 82,390 | $4.1M |
| Paladin Advisory Group, LLC | 3.21% | Reduce -5.9% | 80,884 | $4.1M |
| Financial Connections Group, Inc. | 4.44% | Reduce -0.9% | 80,364 | $4.1M |
| Jaffetilchin Investment Partners, LLC | 0.36% | Reduce -77.9% | 80,318 | $4.1M |
| Auour Investments LLC | 1.49% | Add +22.7% | 80,060 | $4.0M |
| Formidable Asset Management, LLC | 0.66% | Reduce -10.7% | 79,671 | $4.0M |
| Prairie Wealth Advisors, Inc. | 1.84% | — | 77,705 | $3.9M |
| Winthrop Advisory Group LLC | 0.56% | Reduce -8.2% | 76,546 | $3.9M |
| Valley National Advisers Inc. | 0.58% | Reduce -4.9% | 75,548 | $3.8M |
| Hayek Kallen Investment Management | 1.46% | Add +0.8% | 75,416 | $3.8M |
| Secured Retirement Advisors, LLC | 3.20% | Add +2.0% | 74,858 | $3.8M |
| Atticus Wealth Management, LLC | 1.23% | Add +5.4% | 74,580 | $3.8M |
| Narus Financial Partners, LLC | 1.60% | Reduce -6.5% | 74,223 | $3.7M |
| Founders Financial Alliance, LLC | 1.12% | Reduce -5.0% | 74,043 | $3.7M |
| First Citizens Financial Corp | 2.19% | Add +5.8% | 72,941 | $3.7M |
| Advisors Capital Management, LLC | 0.07% | Reduce -31.1% | 72,890 | $3.7M |
| JGP Wealth Management, LLC | 0.53% | Add +35.6% | 72,653 | $3.7M |
| Paragon Private Wealth Management, LLC | 2.16% | Reduce -0.8% | 71,914 | $3.6M |
| West Michigan Advisors, LLC | 1.17% | Reduce -48.4% | 71,490 | $3.6M |
| Smart Portfolios, LLC | 3.78% | Reduce -39.3% | 71,121 | $3.6M |
| Sharper & Granite LLC | 1.72% | Add +36.4% | 70,955 | $3.6M |
| Webster Bank, N. A. | 0.40% | Add +92.1% | 70,726 | $3.6M |
| CENTRAL TRUST Co | 0.09% | Add +6.2% | 70,123 | $3.5M |
| InterOcean Capital Group, LLC | 0.08% | Reduce -26.1% | 69,926 | $3.5M |
| Boyce & Associates Wealth Consulting, Inc. | 4.55% | Reduce -15.8% | 69,797 | $3.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -11.8% | 69,395 | $3.5M |
| Matthew Goff Investment Advisor, LLC | 0.71% | Reduce -2.7% | 69,122 | $3.5M |
| Centennial Wealth Advisory LLC | 1.61% | Add +8.9% | 69,036 | $3.5M |
| Fiduciary Trust Co | 0.05% | Add +4.3% | 68,386 | $3.5M |
| Keel Point, LLC | 0.36% | Add +0.7% | 68,261 | $3.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.36% | Add +6.2% | 68,214 | $3.4M |
| Grey Ledge Advisors, LLC | 0.96% | Add +572.1% | 67,893 | $3.4M |
| FAS Wealth Partners, Inc. | 0.30% | Reduce -2.8% | 67,865 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -40.0% | 67,450 | $3.4M |
| UMB Bank, n.a. | 0.05% | Reduce -12.9% | 66,219 | $3.3M |
| CFO4Life Group, LLC | 0.60% | Reduce -4.6% | 65,926 | $3.3M |
| Atlantic Union Bankshares Corp | 0.28% | Add +107.5% | 65,503 | $3.3M |
| Clear Creek Financial Management, LLC | 0.42% | Reduce -6.9% | 65,215 | $3.3M |
| Tradewinds, LLC. | 1.57% | — | 64,974 | $3.3M |
| Herold Advisors, Inc. | 0.79% | Add +17.2% | 64,625 | $3.3M |
| Richard P Slaughter Associates Inc | 0.79% | Reduce -37.2% | 64,488 | $3.3M |
| Chesley Taft & Associates LLC | 0.17% | Add +1.2% | 64,353 | $3.2M |
| Wellington Management Group LLP | 0.00% | New | 63,825 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +19.0% | 63,483 | $3.2M |
| BOS Asset Management, LLC | 1.67% | Add +3.7% | 62,910 | $3.2M |
| Sunburst Financial Group, LLC | 0.88% | Reduce -18.5% | 61,919 | $3.1M |
| Transcendent Capital Group LLC | 1.81% | Add +43.9% | 61,592 | $3.1M |
| Ethos Financial Group, LLC | 0.59% | Reduce -22.2% | 60,971 | $3.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.91% | Add +12.3% | 60,617 | $3.1M |
| Old Port Advisors | 0.93% | Add +2.4% | 60,224 | $3.0M |
| Intrua Financial, LLC | 0.47% | Reduce -51.0% | 59,799 | $3.0M |
| Sargent Investment Group, LLC | 0.66% | Reduce -39.1% | 59,799 | $3.0M |
| WR Wealth Planners, LLC | 0.92% | Add +2.7% | 58,883 | $3.0M |
| Patten Group, Inc. | 0.72% | Reduce -13.5% | 58,150 | $2.9M |
| Wellington Wealth Strategies, LLC. | 1.34% | Reduce -5.4% | 57,172 | $2.9M |
| Latitude Advisors, LLC | 1.79% | Add +16.7% | 56,624 | $2.9M |
| American Trust | 0.24% | Reduce -21.6% | 56,283 | $2.8M |
| Castle Rock Wealth Management, LLC | 0.77% | Reduce -47.8% | 56,092 | $2.8M |
| Fortitude Family Office, LLC | 1.87% | Reduce -13.3% | 55,136 | $2.8M |
| Graypoint LLC | 0.20% | Reduce -4.7% | 54,807 | $2.8M |
| Ironwood Investment Counsel, LLC | 0.48% | Reduce -26.7% | 54,106 | $2.7M |
| ADAR1 Capital Management, LLC | 0.74% | Add +10.2% | 54,000 | $2.7M |
| Novare Capital Management LLC | 0.24% | Reduce -0.9% | 53,234 | $2.7M |
| First Hawaiian Bank | 0.08% | Reduce -1.1% | 53,140 | $2.7M |
| Nikulski Financial, Inc. | 0.88% | Add +3.2% | 52,550 | $2.7M |
| Klingman & Associates, LLC | 0.19% | Reduce -11.2% | 51,879 | $2.6M |
| Gibbs Wealth Management | 1.50% | — | 51,718 | $2.6M |
| Salem Investment Counselors Inc. | 0.09% | Add +4.5% | 51,682 | $2.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.74% | Add +3.2% | 51,451 | $2.6M |
| Galvin, Gaustad & Stein, LLC | 0.24% | Reduce -8.2% | 51,147 | $2.6M |
| Delta Investment Management, LLC | 0.59% | Reduce -0.8% | 51,142 | $2.6M |
| HUB Investment Partners, LLC | 0.14% | Reduce -22.7% | 51,118 | $2.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -7.5% | 50,873 | $2.6M |
| Silverlake Wealth Management LLC | 1.30% | Reduce -15.8% | 50,806 | $2.6M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.7% | 50,688 | $2.6M |
| Eagle Bluffs Wealth Management LLC | 1.58% | Reduce -3.5% | 50,594 | $2.6M |
| Hartford Financial Management Inc. | 0.54% | Add +5.5% | 50,474 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.14% | Reduce -3.0% | 50,059 | $2.5M |
| Delos Wealth Advisors, LLC | 2.82% | Reduce -49.6% | 49,812 | $2.5M |
| PFG Investments, LLC | 0.15% | Add +18.6% | 49,377 | $2.5M |
| IMS Capital Management | 1.16% | Reduce -16.2% | 49,367 | $2.5M |
| Skyline Advisors, Inc. | 1.11% | Reduce -1.1% | 49,342 | $2.5M |
| D L Carlson Investment Group Inc. | 0.49% | Add +19.3% | 49,312 | $2.5M |
| Castleview Partners, LLC | 1.38% | Reduce -2.9% | 49,093 | $2.5M |
| Tarbox Family Office, Inc. | 0.43% | Reduce -20.7% | 48,926 | $2.5M |
| Tyler-Stone Wealth Management | 1.09% | Add +7.6% | 48,858 | $2.5M |
| O'Connor Financial Group LLC | 1.47% | Add +17.8% | 48,788 | $2.5M |
| Vawter Financial, Ltd. | 1.78% | Reduce -2.6% | 48,674 | $2.5M |
| Birch Capital Management, LLC | 1.27% | Add +289.1% | 48,434 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.90% | Add +0.2% | 47,495 | $2.4M |
| Sheets Smith Wealth Management | 0.27% | Reduce -2.4% | 47,469 | $2.4M |
| Whitaker-Myers Wealth Managers, LTD. | 1.01% | Reduce -11.3% | 47,361 | $2.4M |
| Choreo, LLC | 0.06% | Reduce -16.9% | 46,979 | $2.4M |
| Main Street Financial Solutions, LLC | 0.25% | Reduce -4.2% | 46,841 | $2.4M |
| Integrated Advisors Network LLC | 0.12% | Reduce -32.0% | 46,508 | $2.3M |
| Running Point Capital Advisors, LLC | 1.04% | Add +3.1% | 45,850 | $2.3M |
| Oxinas Partners, LLC | 1.50% | Reduce -5.5% | 45,738 | $2.3M |
| Financial Network Wealth Advisors LLC | 2.28% | Add +0.9% | 45,478 | $2.3M |
| Principal Securities, Inc. | 0.07% | Reduce -13.2% | 44,790 | $2.3M |
| Vienna Asset Management LLC | 2.06% | Reduce -75.8% | 50,625 | $2.3M |
| Plotkin Financial Advisors, LLC | 1.49% | Add +627.5% | 44,655 | $2.3M |
| FourThought Financial Partners, LLC | 0.26% | Reduce -9.7% | 44,503 | $2.2M |
| Perennial Investment Advisors, LLC | 0.34% | Reduce -12.0% | 44,450 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +14.5% | 44,397 | $2.2M |
| Fortress Wealth Management, Inc. | 1.14% | Reduce -26.8% | 43,705 | $2.2M |
| JNBA Financial Advisors | 0.23% | Reduce -18.4% | 43,671 | $2.2M |
| Nvwm, LLC | 0.60% | Reduce -0.7% | 43,169 | $2.2M |
| Roble, Belko & Company, Inc | 0.37% | Reduce -0.2% | 43,144 | $2.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +1.6% | 43,107 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.38% | Add +185.4% | 43,002 | $2.2M |
| Insight Advisors, LLC/ PA | 0.42% | Add +34.1% | 42,981 | $2.2M |
| Capital Management Corp. | 0.41% | Reduce -8.1% | 42,269 | $2.1M |
| Yarger Wealth Strategies, LLC | 1.45% | Reduce -76.0% | 42,173 | $2.1M |
| MBA Advisors LLC | 1.10% | Add +4.3% | 42,047 | $2.1M |
| Phoenix Wealth Advisors | 1.29% | Reduce -1.5% | 41,917 | $2.1M |
| Acorn Wealth Advisors, LLC | 1.10% | Add +0.3% | 41,898 | $2.1M |
| SMART Wealth LLC | 0.94% | Add +464.2% | 41,178 | $2.1M |
| Advisory Services Network, LLC | 0.04% | Add +54.8% | 40,238 | $2.0M |
| Capital Analysts, LLC | 0.09% | Add +2.5% | 39,980 | $2.0M |
| Mission Wealth Management, LP | 0.05% | Add +31.7% | 39,904 | $2.0M |
| Cambridge Advisors Inc. | 0.47% | Reduce -12.1% | 39,857 | $2.0M |
| Fermata Advisors, LLC | 0.45% | Reduce -30.1% | 39,578 | $2.0M |
| Gallacher Capital Management LLC | 1.01% | New | 39,378 | $2.0M |
| Nepsis Inc. | 0.53% | Reduce -2.6% | 38,962 | $2.0M |
| Zimmermann Investment Management & Planning LLC | 0.70% | Reduce -71.6% | 38,657 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -64.9% | 38,504 | $1.9M |
| GeoWealth Management, LLC | 0.07% | Add +7.1% | 38,460 | $1.9M |
| Stonehearth Capital Management, LLC | 0.88% | Reduce -84.3% | 38,344 | $1.9M |
| Gray Wealth Management Inc. | 0.86% | Add +6.1% | 38,280 | $1.9M |
| Wallace Advisory Group, LLC | 1.44% | Reduce -12.1% | 38,065 | $1.9M |
| First Foundation Advisors | 0.08% | Add +94.4% | 37,804 | $1.9M |
| Cornerstone Wealth Management, LLC | 0.15% | Reduce -1.3% | 37,568 | $1.9M |
| Bank of Hawaii | 0.09% | Add +2.2% | 37,354 | $1.9M |
| M Holdings Securities, Inc. | 0.32% | Add +106.0% | 37,319 | $1.9M |
| Cozad Asset Management Inc. | 0.20% | Reduce -18.7% | 37,164 | $1.9M |
| HM Payson & Co. | 0.03% | Reduce -30.3% | 37,092 | $1.9M |
| American Money Management, LLC | 0.39% | Reduce -1.7% | 36,837 | $1.9M |
| Silver Oak Securities, Incorporated | 0.28% | Reduce -2.5% | 36,757 | $1.9M |
| Family Manage LLC | 0.34% | Reduce -20.4% | 36,349 | $1.8M |
| Virtue Capital Management, LLC | 0.33% | Reduce -42.6% | 36,431 | $1.8M |
| WT Wealth Management | 0.65% | Reduce -67.1% | 35,826 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -1.5% | 35,643 | $1.8M |
| Certified Advisory Corp | 0.25% | Add +13.8% | 35,492 | $1.8M |
| Guidance Capital, Inc. | 0.65% | New | 35,106 | $1.8M |
| Auxano Advisors, LLC | 0.51% | Add +0.1% | 34,959 | $1.8M |
| Nottingham Advisors, Inc. | 0.21% | Add +17.6% | 34,693 | $1.8M |
| Hoylecohen, LLC | 0.13% | Add +8.1% | 34,460 | $1.7M |
| HRT Financial LP | 0.01% | New | 34,054 | $1.7M |
| Curtis Advisory Group, LLC | 0.66% | Add +19.7% | 33,752 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -34.6% | 33,590 | $1.7M |
| AllSquare Wealth Management LLC | 0.99% | Add +6.3% | 33,500 | $1.7M |
| New Capital Management LP | 0.50% | Add +1.3% | 33,337 | $1.7M |
| TriaGen Wealth Management LLC | 0.69% | Reduce -26.5% | 33,007 | $1.7M |
| Sage Financial Group Inc. | 0.15% | Reduce -16.0% | 32,935 | $1.7M |
| Waldron Private Wealth LLC | 0.07% | Reduce -4.1% | 32,683 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -9.0% | 32,551 | $1.6M |
| Greenwich Wealth Management LLC | 0.13% | Reduce -0.6% | 32,446 | $1.6M |
| Fca Corp. | 0.53% | Reduce -15.6% | 32,232 | $1.6M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -10.0% | 31,687 | $1.6M |
| Jacobi Capital Management LLC | 0.15% | Add +79.3% | 31,312 | $1.6M |
| Aspen Wealth Strategies, LLC | 1.09% | Add +22.4% | 31,247 | $1.6M |
| Endowment Wealth Management, Inc. | 1.17% | Add +4.4% | 30,980 | $1.6M |
| Americana Partners, LLC | 0.13% | Reduce -6.0% | 30,921 | $1.6M |
| Next Capital Management LLC | 0.63% | Reduce -5.1% | 30,679 | $1.5M |
| Holderness Investments Co. | 0.38% | Add +0.4% | 30,601 | $1.5M |
| Mma Asset Management LLC | 0.72% | Add +3.5% | 30,600 | $1.5M |
| OneAscent Wealth Management LLC | 0.58% | Add +79.2% | 29,953 | $1.5M |
| Blue Trust, Inc. | 0.02% | Reduce -5.4% | 29,905 | $1.5M |
| Sovereign Financial Group, Inc. | 0.40% | Add +15.9% | 29,821 | $1.5M |
| Wealthfront Advisers LLC | 0.01% | Add +32.1% | 29,753 | $1.5M |
| Brooklyn FI, LLC | 0.62% | Add +10.6% | 29,728 | $1.5M |
| GFG Capital, LLC | 0.39% | Reduce -8.5% | 26,927 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +80.3% | 29,200 | $1.5M |
| Northwest Capital Management Inc | 0.46% | Add +2.3% | 28,723 | $1.4M |
| WealthCare Investment Partners, LLC | 0.70% | Reduce -16.9% | 28,583 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -98.5% | 28,525 | $1.4M |
| Blue Chip Partners, LLC | 0.14% | Reduce -0.6% | 28,176 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.34% | Reduce -0.3% | 28,130 | $1.4M |
| Canvas Wealth Advisors, LLC | 0.48% | Add +7.2% | 28,191 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.17% | New | 28,120 | $1.4M |
| AQR Capital Management | 0.00% | Add +72.2% | 27,905 | $1.4M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -2.3% | 27,864 | $1.4M |
| Future Financial Wealth Managment LLC | 1.08% | Add +6.5% | 27,817 | $1.4M |
| Aries Wealth Management | 0.45% | No change | 27,720 | $1.4M |
| Fragasso Financial Advisors Inc | 0.12% | Add +41.4% | 27,628 | $1.4M |
| Delta Financial Group, Inc. | 0.41% | Add +4.9% | 27,489 | $1.4M |
| CoreCap Advisors, LLC | 0.07% | Add +184.3% | 27,309 | $1.4M |
| Heritage Wealth Partners, LLC | 2.80% | No change | 27,353 | $1.4M |
| SYM FINANCIAL Corp | 0.23% | Reduce -64.7% | 27,136 | $1.4M |
| Venturi Wealth Management, LLC | 0.09% | Add +4.8% | 27,040 | $1.4M |
| Seamount Financial Group Inc. | 1.19% | Reduce -7.0% | 26,903 | $1.4M |
| Montecito Bank & Trust | 0.27% | Reduce -35.4% | 26,718 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.16% | New | 26,631 | $1.3M |
| Tradition Wealth Management, LLC | 0.14% | Reduce -12.8% | 26,624 | $1.3M |
| Arrowroot Family Office, LLC | 0.86% | Reduce -0.8% | 26,508 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +185.0% | 26,413 | $1.3M |
| Clarity Wealth Advisors, LLC | 0.45% | Add +6.0% | 26,313 | $1.3M |
| Nelson Capital Management, LLC | 0.25% | Reduce -2.7% | 26,099 | $1.3M |
| Essex Bank | 0.38% | No change | 26,167 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +15.0% | 25,802 | $1.3M |
| Continuum Advisory, LLC | 0.19% | Reduce -7.0% | 25,480 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -33.6% | 25,333 | $1.3M |
| BayBridge Capital Group, LLC | 1.10% | Reduce -6.1% | 24,974 | $1.3M |
| Win Advisors, Inc. | 0.55% | New | 24,862 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.14% | Reduce -3.4% | 24,848 | $1.3M |
| Western Wealth Management, LLC | 0.10% | Add +0.6% | 24,809 | $1.3M |
| Able Wealth Management LLC | 1.08% | Add +13.2% | 24,605 | $1.2M |
| Mosaic Financial Group, LLC | 0.99% | — | 24,538 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -10.7% | 24,492 | $1.2M |
| Avior Wealth Management, LLC | 0.06% | Reduce -51.4% | 24,426 | $1.2M |
| Leo Wealth, LLC | 0.13% | Reduce -71.5% | 24,364 | $1.2M |
| LVZ, Inc. | 0.17% | Add +7.3% | 24,103 | $1.2M |
| BancFirst Trust & Investment Management | 0.58% | Add +4.6% | 24,034 | $1.2M |
| Vista Investment Management | 0.49% | Reduce -7.3% | 23,970 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | — | 24,039 | $1.2M |
| Fort Point Capital Partners LLC | 0.16% | Reduce -25.2% | 23,399 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +10.2% | 23,395 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -8.9% | 22,889 | $1.2M |
| International Private Wealth Advisors LLC | 2.22% | Add +10.7% | 22,799 | $1.2M |
| FRG Family Wealth Advisors LLC | 0.23% | Reduce -40.0% | 22,802 | $1.1M |
| Authentikos Wealth Advisory, LLC | 1.15% | Add +6.5% | 22,697 | $1.1M |
| Pinion Investment Advisors, LLC | 0.59% | Reduce -31.9% | 22,688 | $1.1M |
| Balboa Wealth Partners | 0.36% | Add +10.4% | 22,680 | $1.1M |
| Focus Financial Network, Inc. | 0.06% | — | 22,653 | $1.1M |
| PDS Planning, Inc | 0.12% | Reduce -7.6% | 22,476 | $1.1M |
| Rise Advisors, LLC | 0.60% | Add +0.2% | 22,373 | $1.1M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | Reduce -2.4% | 22,300 | $1.1M |
| Guardian Wealth Advisors, LLC | 0.72% | Add +4.0% | 21,858 | $1.1M |
| Joel Isaacson & Co., LLC | 0.06% | Reduce -48.1% | 21,680 | $1.1M |
| Gries Financial LLC | 0.18% | Add +45.1% | 21,628 | $1.1M |
| West Oak Capital, LLC | 0.45% | Add +0.7% | 21,185 | $1.1M |
| Etfidea, LLC | 0.36% | Reduce -46.4% | 21,161 | $1.1M |
| US Bancorp \de | 0.00% | Add +37.8% | 21,108 | $1.1M |
| Shore Point Advisors, LLC | 0.61% | Reduce -9.4% | 21,093 | $1.1M |
| BLB&B Advisors, LLC | 0.06% | Add +1.6% | 20,863 | $1.1M |
| Beacon Financial Advisory LLC | 0.51% | Reduce -3.8% | 20,817 | $1.1M |
| CX Institutional | 0.05% | Reduce -92.7% | 20,674 | $1.0M |
| Stone Summit Wealth LLC | 0.36% | Reduce -40.3% | 20,639 | $1.0M |
| Prosperity Wealth Management, Inc. | 0.49% | Reduce -19.5% | 20,486 | $1.0M |
| Private Trust Co. NA | 0.11% | Add +5.6% | 20,427 | $1.0M |
| STAR Financial Bank | 0.87% | Reduce -1.7% | 20,238 | $1.0M |
| Affiance Financial, LLC | 0.28% | Reduce -6.3% | 20,185 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -48.4% | 20,098 | $1.0M |
| International Assets Investment Management, LLC | 0.11% | Add +2.9% | 20,146 | $1.0M |
| McAdam, LLC | 0.06% | New | 20,001 | $1.0M |
| Laraway Financial Advisors Inc | 0.87% | Add +11.1% | 19,665 | $992K |
| Pennsylvania Capital Management Inc. | 0.41% | Reduce -37.9% | 19,639 | $991K |
| CGN Advisors LLC | 0.12% | Reduce -6.8% | 19,379 | $978K |
| Beaumont Financial Advisors, LLC | 0.08% | Reduce -54.5% | 19,309 | $974K |
| Bell Bank | 0.08% | Reduce -46.6% | 19,259 | $972K |
| Strategic Financial Concepts, LLC | 0.23% | Add +115.9% | 18,659 | $941K |
| Rivernorth Capital Management, LLC | 0.05% | Reduce -79.4% | 18,500 | $933K |
| Flagstar Securities, Inc. | 0.25% | Add +12.2% | 18,031 | $910K |
| Apella Capital, LLC | 0.05% | Reduce -31.6% | 18,077 | $909K |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -17.0% | 17,845 | $900K |
| Intelligence Driven Advisers, LLC | 0.13% | Add +3.0% | 17,733 | $895K |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +98.8% | 17,341 | $875K |
| Money Concepts Capital Corp. | 0.08% | Reduce -80.7% | 17,311 | $873K |
| Horan Capital Advisors, LLC. | 0.31% | Reduce -91.2% | 17,310 | $873K |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -7.1% | 17,274 | $871K |
| Richard W. Paul & Associates, LLC | 0.35% | Add +3.7% | 17,259 | $871K |
| Lunt Capital Management, Inc. | 0.43% | No change | 17,232 | $869K |
| Bank of New York Mellon Corp | 0.00% | Add +312.7% | 17,107 | $863K |
| Farther Finance Advisors, LLC | 0.05% | Reduce -85.6% | 17,174 | $863K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 17,000 | $858K |
| Kelly Financial Services LLC | 0.33% | Add +6.2% | 16,834 | $849K |
| Key Client Fiduciary Advisors, LLC | 0.45% | Add +62.4% | 16,833 | $849K |
| Condor Capital Management | 0.08% | Reduce -1.8% | 16,814 | $848K |
| Realta Investment Advisors | 0.17% | Reduce -24.2% | 16,802 | $848K |
| Reitz Capital Advisors LLC | 1.52% | New | 16,769 | $846K |
| Wedbush Securities Inc. | 0.03% | Add +278.1% | 16,730 | $844K |
| Cherry Tree Wealth Management, LLC | 0.21% | Reduce -1.0% | 16,693 | $842K |
| Waterloo Capital, L.P. | 0.11% | Reduce -5.2% | 16,635 | $839K |
| Sowa Financial Group, Inc. | 0.68% | No change | 16,676 | $838K |
| Cedar Brook Financial Partners, LLC | 0.16% | Add +20.6% | 16,445 | $830K |
| Lake Street Private Wealth, LLC | 0.11% | Reduce -1.6% | 16,257 | $820K |
| 49 Wealth Management, LLC | 0.18% | Reduce -58.3% | 16,300 | $819K |
| Eagle Rock Investment Company, LLC | 0.15% | No change | 16,182 | $816K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Add +1.0% | 16,168 | $816K |
| Sterling Investment Advisors, Ltd. | 0.23% | Reduce -4.8% | 15,865 | $800K |
| Jones Financial Companies LLLP | 0.00% | Add +418.1% | 15,854 | $800K |
| Bank of New Hampshire | 0.21% | No change | 15,739 | $794K |
| RVW Wealth, LLC | 0.08% | Reduce -4.9% | 15,498 | $782K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -19.9% | 15,308 | $772K |
| Petix & Botte Co | 0.19% | Reduce -50.0% | 15,276 | $771K |
| Princeton Global Asset Management LLC | 0.18% | Add +0.0% | 15,159 | $765K |
| Moloney Securities Asset Management, LLC | 0.12% | New | 15,150 | $764K |
| Parsons Capital Management Inc. | 0.05% | Reduce -5.9% | 15,063 | $760K |
| Evanson Asset Management, LLC | 0.06% | Reduce -60.4% | 15,000 | $757K |
| Moneco Advisors, LLC | 0.12% | Reduce -10.7% | 14,907 | $752K |
| Redwood Financial Network Corp | 0.63% | Reduce -4.4% | 14,379 | $725K |
| Spectrum Wealth Counsel, LLC | 0.09% | No change | 14,376 | $725K |
| StoneCrest Wealth Management, Inc. | 0.63% | Add +3.1% | 14,375 | $725K |
| Acima Private Wealth, LLC | 0.27% | Reduce -8.7% | 14,273 | $720K |
| Sutton Place Investors LLC | 0.35% | New | 14,154 | $714K |
| Catalyst Private Wealth, LLC | 0.37% | No change | 14,087 | $711K |
| Alhambra Investment Management LLC | 0.38% | Reduce -1.4% | 13,810 | $697K |
| 5th Street Advisors, LLC | 0.39% | Reduce -90.8% | 13,710 | $692K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -14.7% | 13,692 | $691K |
| Brooks, Moore & Associates, Inc. | 0.44% | Add +1.6% | 13,680 | $690K |
| Interchange Capital Partners, LLC | 0.46% | Reduce -16.4% | 13,325 | $686K |
| Prentice Wealth Management LLC | 0.24% | Add +22.7% | 13,597 | $686K |
| Core Wealth Advisors, Inc. | 0.23% | No change | 13,552 | $684K |
| MSH Capital Advisors LLC | 0.24% | Add +219.4% | 13,517 | $682K |
| Prosperity Consulting Group, LLC | 0.08% | Add +9.8% | 13,392 | $676K |
| SPC Financial, Inc. | 0.06% | Reduce -32.9% | 13,362 | $674K |
| National Wealth Management Group, LLC | 0.51% | Reduce -39.6% | 13,066 | $659K |
| Regal Investment Advisors LLC | 0.04% | Reduce -4.2% | 12,874 | $650K |
| Brown Miller Wealth Management, LLC | 0.29% | Reduce -28.0% | 12,837 | $648K |
| CRA Financial Services, LLC | 0.14% | New | 12,808 | $646K |
| Confluence Wealth Services, Inc. | 0.06% | Add +22.8% | 12,791 | $645K |
| Journey Advisory Group, LLC | 0.08% | Reduce -93.5% | 12,663 | $639K |
| Regatta Capital Group, LLC | 0.14% | Add +2.8% | 12,646 | $638K |
| Tobias Financial Advisors, Inc. | 0.14% | No change | 12,568 | $634K |
| Drive Wealth Management, LLC | 0.18% | Reduce -16.1% | 12,548 | $633K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 12,406 | $626K |
| Horizon Financial Services, LLC | 0.40% | Reduce -15.3% | 12,391 | $625K |
| Lifestyle Asset Management, Inc. | 0.37% | Reduce -92.9% | 12,352 | $623K |
| Baker Ellis Asset Management LLC | 0.09% | Reduce -30.0% | 12,312 | $621K |
| WealthShield Partners, LLC | 0.10% | Reduce -19.6% | 12,262 | $619K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -7.3% | 12,204 | $616K |
| ETF Store, Inc. | 0.35% | Add +15.3% | 12,203 | $616K |
| Roman Butler Fullerton & Co. | 0.23% | Add +13.5% | 12,143 | $612K |
| Raymond James Trust N.A. | 0.01% | Add +0.6% | 12,078 | $609K |
| Investment Partners Asset Management, Inc. | 0.55% | Reduce -0.8% | 12,024 | $607K |
| Access Financial Services, Inc. | 0.27% | Add +0.5% | 12,012 | $606K |
| BCGM Wealth Management, LLC | 0.21% | Add +12.8% | 11,747 | $593K |
| Family Investment Center, Inc. | 0.19% | Reduce -48.0% | 11,742 | $592K |
| Brady Family Wealth, LLC | 0.19% | Add +0.3% | 11,720 | $591K |
| Moors & Cabot, Inc. | 0.03% | New | 11,571 | $584K |
| Lloyd Advisory Services, LLC. | 0.12% | New | 11,472 | $579K |
| Nwam LLC | 0.05% | Reduce -51.9% | 11,468 | $577K |
| Fiduciary Alliance LLC | 0.10% | Add +92.8% | 11,475 | $576K |
| Epic Trust Investment Advisors, LLC | 0.71% | Reduce -16.8% | 11,412 | $576K |
| SignalPoint Asset Management, LLC | 0.16% | Reduce -61.0% | 11,410 | $576K |
| Crescent Grove Advisors, LLC | 0.06% | No change | 11,243 | $567K |
| Prossimo Advisors, LLC | 1.10% | No change | 11,248 | $567K |
| Wealth Advisors of Iowa, LLC | 0.34% | New | 11,098 | $560K |
| Csenge Advisory Group | 0.03% | Reduce -1.9% | 11,070 | $558K |
| Brown Advisory Inc. | 0.00% | No change | 11,017 | $556K |
| Quaker Wealth Management, LLC | 0.22% | Reduce -3.6% | 10,862 | $548K |
| CAP Partners, LLC | 0.48% | Add +16.6% | 10,826 | $546K |
| Transform Wealth, LLC | 0.05% | Reduce -17.7% | 10,717 | $541K |
| Fortune Financial Advisors, LLC | 0.34% | New | 10,712 | $540K |
| Atwood & Palmer Inc. | 0.04% | No change | 10,625 | $536K |
| Avaii Wealth Management, LLC | 0.31% | Reduce -34.2% | 10,572 | $533K |
| Presidio Capital Management, LLC | 0.39% | New | 10,500 | $530K |
| First Heartland Consultants, Inc. | 0.05% | Add +22.5% | 10,468 | $528K |
| Masso Torrence Wealth Management Inc. | 0.31% | Add +0.0% | 10,386 | $524K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -5.7% | 10,383 | $524K |
| Centurion Wealth Management LLC | 0.20% | Add +3.6% | 10,279 | $519K |
| Unique Wealth, LLC | 0.15% | Add +2.1% | 10,258 | $517K |
| Ameriprise Financial Inc. | 0.00% | Add +29.8% | 10,246 | $517K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -78.0% | 10,209 | $515K |
| Gratus Capital, LLC | 0.02% | Add +2.0% | 10,170 | $513K |
| Charles Schwab Investment Advisory, Inc. | 0.00% | Reduce -6.4% | 10,042 | $507K |
| Smith, Moore & Co. | 0.05% | Add +0.3% | 9,926 | $501K |
| Source Financial Advisors LLC | 0.15% | New | 9,818 | $495K |
| Guerra Pan Advisors, LLC | 0.46% | Reduce -19.1% | 9,776 | $493K |
| Resurgent Financial Advisors LLC | 0.26% | Add +141.4% | 9,641 | $486K |
| LaSalle St. Investment Advisors, LLC | 0.27% | Reduce -43.4% | 9,628 | $484K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +68.9% | 9,576 | $483K |
| Twelve Points Wealth Management LLC | 0.18% | Reduce -10.3% | 9,536 | $481K |
| Birchcreek Wealth Management, LLC | 0.25% | Add +0.8% | 9,439 | $476K |
| Pathway Financial Advisors LLC | 0.13% | Add +40.6% | 9,406 | $475K |
| Mittelman Wealth Management | 0.32% | — | 9,379 | $473K |
| Kathleen S. Wright Associates Inc. | 0.22% | Add +2.5% | 9,307 | $470K |
| Patten & Patten Inc. | 0.03% | New | 9,301 | $469K |
| Security National Bank | 0.07% | Reduce -5.9% | 9,271 | $468K |
| Opes Wealth Management LLC | 0.11% | No change | 9,130 | $461K |
| Aull & Monroe Investment Management Corp | 0.21% | No change | 8,974 | $453K |
| InTrack Investment Management Inc | 0.33% | Reduce -11.0% | 8,783 | $443K |
| Strategic Blueprint, LLC | 0.03% | Add +87.6% | 8,759 | $442K |
| Executive Wealth Management, LLC | 0.04% | Add +4.7% | 8,731 | $439K |
| Headinvest, LLC | 0.09% | Reduce -52.0% | 8,690 | $438K |
| Visionary Wealth Advisors | 0.03% | Reduce -0.2% | 8,660 | $437K |
| Significant Wealth Partners LLC | 0.29% | New | 8,616 | $435K |
| Life Line Wealth Management LLC | 0.16% | Add +1.3% | 8,593 | $434K |
| Merit Financial Group, LLC | 0.01% | Reduce -33.4% | 8,562 | $430K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +16.0% | 8,524 | $430K |
| Slagle Financial, LLC | 0.23% | Reduce -46.1% | 8,498 | $429K |
| Andrew Hill Investment Advisors, Inc. | 0.38% | Reduce -4.8% | 8,496 | $429K |
| Cibc World Market Inc. | 0.00% | Reduce -1.2% | 8,476 | $428K |
| NFSG Corp | 0.19% | Reduce -74.9% | 8,483 | $428K |
| Compound Planning, Inc. | 0.04% | Reduce -45.7% | 8,428 | $425K |
| Cadence Bank | 0.03% | No change | 8,293 | $418K |
| NBT Bank, N.A. | 0.03% | Reduce -23.3% | 8,284 | $418K |
| Lee Financial Co | 0.07% | Reduce -5.0% | 8,169 | $412K |
| Financial Advisory Group | 0.07% | Reduce -29.3% | 8,116 | $409K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -2.4% | 8,100 | $409K |
| Hixon Zuercher, LLC | 0.17% | New | 8,099 | $409K |
| Capital Planning Advisors, LLC | 0.07% | No change | 8,035 | $405K |
| Mendel Money Management | 0.19% | Add +1.1% | 8,030 | $405K |
| Wintrust Investments LLC | 0.04% | Reduce -3.8% | 8,015 | $404K |
| Summa Corp. | 0.22% | No change | 8,000 | $404K |
| Ellis Investment Partners, LLC | 0.09% | Add +1.3% | 7,991 | $403K |
| Cherry Creek Investment Advisors, Inc. | 0.22% | Add +1.3% | 7,919 | $400K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +2.6% | 7,916 | $399K |
| Total Clarity Wealth Management, Inc. | 0.14% | Reduce -3.9% | 7,861 | $397K |
| Sunflower Bank, N.A. | 0.09% | No change | 7,725 | $390K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -20.9% | 7,711 | $389K |
| NewSquare Capital LLC | 0.03% | Reduce -39.9% | 7,639 | $385K |
| BKM Wealth Management, LLC | 0.17% | Reduce -56.2% | 7,619 | $384K |
| CreativeOne Wealth, LLC | 0.02% | Add +30.1% | 7,584 | $383K |
| World Investment Advisors | 0.05% | Reduce -10.9% | 7,587 | $383K |
| GEM Asset Management, LLC | 0.26% | Reduce -18.8% | 7,600 | $383K |
| KWB Wealth | 0.05% | Add +11.1% | 7,556 | $381K |
| Pinnacle Bancorp, Inc. | 0.11% | Reduce -30.6% | 7,500 | $378K |
| Thompson Davis & Co., Inc. | 0.25% | Add +3.2% | 7,452 | $376K |
| EPG Wealth Management LLC | 0.09% | Reduce -2.5% | 7,439 | $375K |
| Agate Pass Investment Management, LLC | 0.20% | Reduce -2.7% | 7,384 | $373K |
| Ascent Group, LLC | 0.03% | Reduce -7.0% | 7,141 | $360K |
| BTS Asset Management, Inc. | 0.30% | Add +7.3% | 7,081 | $357K |
| Adams Wealth Management | 0.09% | New | 7,072 | $357K |
| Arkadios Wealth Advisors | 0.03% | Reduce -13.7% | 7,048 | $356K |
| Benchmark Financial Wealth Advisors, LLC | 0.14% | New | 7,004 | $353K |
| Clear Point Advisors Inc. | 0.29% | Add +130.6% | 6,942 | $350K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -98.0% | 6,924 | $349K |
| Quadrant Private Wealth Management, LLC | 0.09% | Reduce -30.0% | 6,784 | $342K |
| BlackDiamond Wealth Management, LLC | 0.24% | No change | 6,784 | $342K |
| Stratos Investment Management, LLC | 0.03% | Add +17.0% | 6,774 | $342K |
| Quattro Financial Advisors LLC | 0.10% | Add +13424.0% | 6,762 | $341K |
| CW Advisors, LLC | 0.01% | New | 6,758 | $341K |
| Garden State Investment Advisory Services LLC | 0.12% | Reduce -51.9% | 6,608 | $332K |
| Private Wealth Strategies, L.L.C. | 0.07% | Add +1.3% | 6,567 | $331K |
| Security Financial Services, INC. | 0.07% | Reduce -20.8% | 6,484 | $327K |
| Ironvine Capital Partners, LLC | 0.04% | No change | 6,441 | $325K |
| Glenview Trust Co | 0.01% | Reduce -0.1% | 6,438 | $325K |
| Haverford Trust Co | 0.00% | New | 6,350 | $320K |
| TFB Advisors LLC | 0.12% | New | 6,361 | $319K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -3.3% | 6,328 | $319K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -58.0% | 6,282 | $317K |
| Simplicity Wealth,LLC | 0.01% | New | 6,282 | $317K |
| Sterling Financial Group, Inc. | 0.15% | New | 6,270 | $316K |
| Berger Financial Group, Inc | 0.03% | Add +7.5% | 6,200 | $313K |
| Etesian Wealth Advisors, Inc. | 0.18% | Add +10.0% | 6,174 | $311K |
| Mosaic Advisors LLC | 0.25% | Add +1.3% | 6,121 | $309K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -29.3% | 6,112 | $308K |
| Dudley Capital Management, LLC | 0.18% | Reduce -10.6% | 6,046 | $304K |
| Gemmer Asset Management LLC | 0.04% | No change | 6,000 | $303K |
| Clarity Financial LLC | 0.05% | New | 5,917 | $299K |
| Aveo Capital Partners, LLC | 0.03% | New | 5,896 | $296K |
| Summit Trail Advisors, LLC | 0.01% | New | 5,876 | $296K |
| Verus Capital Partners, LLC | 0.03% | Reduce -14.4% | 5,830 | $294K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -14.0% | 5,739 | $290K |
| Summit Place Financial Advisors, LLC | 0.17% | No change | 5,680 | $287K |
| McIlrath & Eck, LLC | 0.05% | Add +0.8% | 5,662 | $286K |
| Semus Wealth Partners LLC | 0.24% | Reduce -17.4% | 5,603 | $283K |
| SteelPeak Wealth, LLC | 0.01% | New | 5,577 | $281K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -47.1% | 5,575 | $281K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -3.2% | 5,381 | $281K |
| Indie Asset Partners, LLC | 0.25% | Reduce -2.1% | 5,525 | $279K |
| Flputnam Investment Management Co. | 0.01% | No change | 5,520 | $278K |
| Kintra Wealth, LLC | 0.21% | Reduce -23.3% | 5,494 | $277K |
| Transcend Capital Advisors, LLC | 0.02% | Add +33.2% | 5,489 | $277K |
| Kathmere Capital Management, LLC | 0.03% | No change | 5,487 | $277K |
| Inscription Capital, LLC | 0.05% | Reduce -2.8% | 5,454 | $275K |
| Client First Investment Management LLC | 0.22% | Add +10.8% | 5,407 | $273K |
| Financial Strategies Group, Inc. | 0.07% | Reduce -0.1% | 5,358 | $270K |
| Brio Consultants, LLC | 0.04% | Add +2.3% | 5,260 | $265K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -35.6% | 5,218 | $263K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -35.6% | 5,218 | $263K |
| Everpar Advisors LLC | 0.16% | Reduce -27.7% | 5,210 | $263K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.1% | 5,197 | $262K |
| Park Avenue Securities LLC | 0.00% | Reduce -10.1% | 5,133 | $259K |
| StoneX Group Inc. | 0.02% | Reduce -25.9% | 5,082 | $256K |
| TFG Advisers LLC | 0.10% | Add +1.3% | 5,057 | $255K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.1% | 5,053 | $255K |
| Curi Capital, LLC | 0.01% | New | 5,022 | $253K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | New | 5,000 | $252K |
| Lion Street Advisors, LLC | 0.10% | No change | 5,005 | $251K |
| Sonora Investment Management Group, LLC | 0.02% | New | 4,963 | $250K |
| Regions Financial Corp. | 0.00% | Reduce -24.6% | 4,934 | $249K |
| Morris Financial Concepts, Inc. | 0.13% | Reduce -9.3% | 4,930 | $249K |
| Alpha Omega Group, Inc. | 0.35% | Reduce -7.8% | 4,913 | $248K |
| NorthRock Partners, LLC | 0.01% | Add +27.1% | 4,908 | $248K |
| Forbes J M & Co. LLP | 0.03% | Reduce -0.0% | 4,842 | $244K |
| Biechele Royce Advisors | 0.08% | No change | 4,797 | $243K |
| Terril Brothers, Inc. | 0.08% | Reduce -2.9% | 4,800 | $242K |
| Westbourne Investment Advisors, Inc. | 0.09% | Reduce -41.2% | 4,800 | $242K |
| Proffitt & Goodson Inc. | 0.04% | Reduce -1.1% | 4,789 | $242K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | Reduce -1.6% | 4,706 | $237K |
| Hart & Patterson Financial Group LLC | 0.12% | Reduce -18.3% | 4,692 | $237K |
| IFG Advisors, LLC | 0.06% | No change | 4,670 | $236K |
| Hall Laurie J Trustee | 0.08% | New | 4,630 | $234K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 4,596 | $232K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 4,543 | $229K |
| Bluesphere Advisors LLC | 0.13% | Reduce -49.9% | 4,509 | $227K |
| Orion Capital Management LLC | 0.12% | Reduce -0.7% | 4,448 | $224K |
| Plan Group Financial, LLC | 0.14% | Reduce -30.6% | 4,364 | $220K |
| Braun-Bostich & Associates Inc. | 0.18% | Reduce -2.8% | 4,350 | $219K |
| Personal Cfo Solutions, LLC | 0.03% | New | 4,304 | $217K |
| Kennedy Investment Group, Inc. | 0.12% | Reduce -3.1% | 4,276 | $216K |
| Elevatus Welath Management | 0.08% | Add +0.3% | 4,199 | $212K |
| Harvest Investment Services, LLC | 0.08% | New | 4,190 | $211K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -78.3% | 4,172 | $210K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $210K |
| Pinnacle Financial Partners Inc | 0.00% | New | 4,149 | $209K |
| Five Oceans Advisors | 0.11% | New | 4,138 | $209K |
| Asset Allocation Strategies LLC | 0.07% | New | 4,118 | $208K |
| Kraematon Investment Advisors, Inc. | 0.21% | Add +0.4% | 4,077 | $206K |
| Planned Solutions, Inc. | 0.10% | No change | 4,025 | $203K |
| First American Trust, FSB | 0.02% | Add +0.6% | 4,022 | $203K |
| Financial Alternatives, Inc | 0.16% | No change | 4,000 | $202K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $202K |
| Angeles Wealth Management, LLC | 0.02% | No change | 4,000 | $202K |
| Cornerstone Wealth Group, LLC | 0.02% | No change | 4,000 | $202K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,000 | $202K |
| Barrett & Company, Inc. | 0.09% | No change | 3,675 | $185K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -28.7% | 3,623 | $183K |
| Toth Financial Advisory Corp. | 0.02% | Add +0.6% | 3,598 | $182K |
| Iron Horse Wealth Management, LLC | 0.07% | Reduce -39.7% | 3,509 | $177K |
| ICA Group Wealth Management, LLC | 0.03% | Add +135.5% | 3,354 | $169K |
| Retirement Group, LLC | 0.05% | No change | 3,027 | $153K |
| Redmont Wealth Advisors LLC | 0.21% | Reduce -86.6% | 3,000 | $151K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.9% | 2,798 | $141K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -13.3% | 2,739 | $138K |
| Larson Financial Group LLC | 0.01% | Add +0.9% | 2,707 | $137K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -23.9% | 2,700 | $136K |
| Anfield Capital Management, LLC | 0.06% | Reduce -51.9% | 2,516 | $127K |
| Fairway Wealth LLC | 0.09% | Add +66.3% | 2,490 | $126K |
| Elevation Wealth Partners, LLC | 0.06% | Reduce -46.0% | 2,339 | $117K |
| Heck Capital Advisors, LLC | 0.02% | Add +12.2% | 2,311 | $117K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,130 | $107K |
| Acropolis Investment Management, LLC | 0.01% | Add +1.3% | 2,072 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,033 | $102K |
| Main Management LLC | 0.01% | No change | 1,959 | $99K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -98.7% | 1,918 | $96K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,891 | $95K |
| National Bank of Canada | 0.00% | No change | 1,895 | $95K |
| MidAtlantic Capital Management, Inc. | 0.08% | Reduce -3.2% | 1,809 | $91K |
| Archer Investment Corp | 0.03% | Reduce -28.0% | 1,802 | $91K |
| Key Financial Inc | 0.02% | No change | 1,710 | $86K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,700 | $86K |
| Macroview Investment Management LLC | 0.09% | No change | 1,685 | $85K |
| Balefire, LLC | 0.03% | Reduce -1.6% | 1,659 | $84K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -3.0% | 1,497 | $76K |
| Arvest Investments, Inc. | 0.01% | New | 1,488 | $75K |
| Vima LLC | 0.08% | Add +28.6% | 1,438 | $72K |
| PSI Advisors, LLC | 0.03% | Reduce -26.6% | 1,410 | $71K |
| McClarren Financial Advisors, Inc. | 0.05% | No change | 1,375 | $70K |
| Eagle Bay Advisors LLC | 0.04% | New | 1,386 | $70K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,280 | $65K |
| Activest Wealth Management | 0.03% | No change | 1,197 | $60K |
| Winch Advisory Services, LLC | 0.02% | No change | 1,039 | $52K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $50K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 993 | $50K |
| Sunbelt Securities, Inc. | 0.01% | Add +8.3% | 977 | $49K |
| Lanark Financial, Inc. | 0.00% | No change | 940 | $47K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +666.7% | 920 | $46K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 900 | $45K |
| Barometer Capital Management Inc. | 0.01% | Reduce -59.5% | 890 | $45K |
| Hanson & Doremus Investment Management | 0.01% | No change | 881 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 837 | $42K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +282.3% | 734 | $37K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +504.2% | 719 | $36K |
| Perritt Capital Management Inc | 0.02% | Reduce -35.1% | 716 | $36K |
| Mendota Financial Group, LLC | 0.02% | No change | 668 | $34K |
| Evermay Wealth Management LLC | 0.01% | Reduce -91.2% | 655 | $33K |
| First Pacific Financial | 0.01% | Add +1093.9% | 585 | $30K |
| Global Trust Asset Management, LLC | 0.01% | No change | 533 | $27K |
| North Star Investment Management Corp. | 0.00% | No change | 479 | $24K |
| LifeSteps Financial, Inc. | 0.02% | New | 470 | $24K |
| CGC Financial Services, LLC | 0.01% | Add +51.7% | 458 | $23K |
| Tucker Asset Management LLC | 0.00% | Reduce -43.1% | 419 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 414 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.3% | 404 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 399 | $20K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -18.2% | 392 | $20K |
| Hilltop National Bank | 0.01% | — | 391 | $20K |
| Arax Advisory Partners | 0.00% | No change | 357 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +0.3% | 336 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 300 | $15K |
| PrairieView Partners, LLC | 0.00% | New | 279 | $15K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | Reduce -50.0% | 294 | $15K |
| Sachetta, LLC | 0.01% | No change | 283 | $14K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| FSA Wealth Management LLC | 0.00% | No change | 200 | $10K |
| TD Private Client Wealth LLC | 0.00% | New | 192 | $10K |
| JDM Financial Group LLC | 0.01% | No change | 164 | $8K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 152 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +3.4% | 152 | $7K |
| American Capital Advisory, LLC | 0.00% | New | 112 | $6K |
| Gradient Investments LLC | 0.00% | Add +109.1% | 92 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +268.2% | 81 | $4K |
| Operose Advisors LLC | 0.00% | New | 61 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 55 | $3K |
| Tidemark, LLC | 0.00% | No change | 46 | $2K |
| Covestor Ltd | 0.00% | Add +38.5% | 36 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 26 | $1K |
| Trust Co | 0.00% | New | 25 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $908 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $555 |
| Breakwater Investment Management | 0.00% | — | 11 | $555 |
| Bogart Wealth, LLC | 0.00% | Reduce -10.0% | 9 | $454 |
| Cornerstone Planning Group LLC | 0.00% | No change | 8 | $403 |
| BlackRock Inc. | 0.00% | No change | 1 | $54 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $50 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $46 |
| BBJS Financial Advisors, LLC | 0.00% | Reduce -99.9% | 1 | $35 |
| First Command Advisory Services, Inc. | 0.00% | New | 173 | $0 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.