JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q2 2024 (June 30)988holders +37
90new positions
58sold out
6famous investors
$50.40avg. 13F price*
At the end of Q2 2024, 988 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 37 from Q1 2024. 90 opened new positions and 58 sold out. The largest holders were JPMorgan Chase & Co. ($2.9B), Morgan Stanley ($2.8B) and FMR LLC ($734.1M). 6 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $303.8M |
| Exits | 58 | $99.7M |
All 13F filers, Q1 2024 → Q2 2024: 35,041,509 shares bought and 12,720,856 shares sold, net +22,320,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 988 holders
| JPMorgan Chase & Co. | 0.25% | Add +27.6% | 58,299,037 | $2.9B |
| Morgan Stanley | 0.22% | Add +3.2% | 56,049,415 | $2.8B |
| FMR LLC | 0.05% | Add +2.7% | 14,544,730 | $734.1M |
| Bank of America Corp. | 0.07% | Reduce -0.5% | 14,405,744 | $727.1M |
| Charles Schwab Investment Management Inc. | 0.13% | Reduce -0.8% | 13,508,907 | $681.8M |
| LPL Financial LLC | 0.26% | Add +13.5% | 10,382,964 | $524.0M |
| UBS Group AG | 0.13% | Reduce -0.6% | 8,566,121 | $432.3M |
| HB Wealth Management, LLC | 4.55% | Reduce -3.9% | 7,757,921 | $389.3M |
| Wells Fargo & Company | 0.10% | Reduce -1.4% | 7,587,438 | $382.9M |
| Betterment LLC | 0.68% | Add +10.5% | 5,180,348 | $261.5M |
| Wealth Enhancement Advisory Services, LLC | 0.56% | Reduce -2.7% | 4,701,758 | $237.3M |
| Envestnet Asset Management Inc. | 0.06% | Add +0.4% | 3,615,274 | $182.5M |
| Cerity Partners LLC | 0.45% | Reduce -2.7% | 3,262,061 | $164.6M |
| Royal Bank of Canada | 0.04% | Reduce -6.7% | 3,254,571 | $164.3M |
| Townsquare Capital LLC | 1.63% | Add +0.9% | 2,374,295 | $119.8M |
| Cetera Investment Advisers | 0.27% | Add +31.0% | 2,345,160 | $118.4M |
| Foster Dykema Cabot & Partners, LLC | 10.43% | Reduce -3.2% | 2,310,101 | $116.6M |
| Osaic Holdings, Inc. | 0.27% | Reduce -10.2% | 2,262,954 | $114.2M |
| Raymond James Financial Services Advisors, Inc. | 0.16% | Add +6.9% | 2,201,925 | $111.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +2.8% | 2,069,399 | $104.4M |
| Signaturefd, LLC | 1.80% | Add +2.7% | 1,752,840 | $88.5M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -4.9% | 1,736,192 | $87.6M |
| Bridgewater Advisors Inc. | 10.39% | Add +6.4% | 1,662,041 | $83.9M |
| Renaissance Technologies | 0.13% | No change | 1,541,700 | $77.8M |
| Quadrant Capital Group LLC | 5.72% | Add +24.4% | 1,525,853 | $77.0M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +0.1% | 1,524,553 | $76.9M |
| Spire Wealth Management | 2.70% | Add +207.5% | 1,515,432 | $76.5M |
| Stifel Financial Corp. | 0.08% | Reduce -4.7% | 1,433,741 | $72.4M |
| Cornerstone Management, Inc. | 15.78% | Add +9.8% | 1,421,715 | $71.8M |
| Legacy Wealth Management, LLC | 4.91% | Add +2.3% | 1,344,487 | $67.9M |
| Ancora Advisors LLC | 1.60% | Add +6.0% | 1,283,561 | $64.8M |
| Assetmark, Inc. | 0.19% | Add +0.2% | 1,235,538 | $62.4M |
| NorthCoast Asset Management LLC | 0.50% | New | 1,150,234 | $58.1M |
| Axxcess Wealth Management, LLC | 1.56% | Reduce -11.4% | 1,135,136 | $57.3M |
| Sei Investments Co. | 0.08% | Reduce -1.2% | 1,101,254 | $55.6M |
| Cwm, LLC | 0.25% | Reduce -4.0% | 1,061,136 | $53.6M |
| United Capital Financial Advisors, LLC | 0.45% | Add +3.5% | 1,031,987 | $52.1M |
| Avantax Advisory Services, Inc. | 0.36% | Add +13.6% | 1,009,526 | $51.0M |
| Members Capital Advisors Inc. | 58.76% | New | 1,000,000 | $50.5M |
| Raymond James & Associates | 0.03% | Reduce -28.5% | 991,925 | $50.1M |
| Peterson Wealth Advisors, LLC | 10.33% | Add +0.6% | 976,151 | $49.3M |
| Fifth Third Bancorp | 0.17% | Reduce -0.5% | 893,952 | $45.1M |
| BlackRock Inc. | 0.00% | Add +88600000.0% | 886,001 | $44.7M |
| Acorns Advisers, LLC | 0.47% | Add +2.7% | 876,462 | $44.2M |
| Equitable Holdings, Inc. | 0.45% | Reduce -28.2% | 842,753 | $42.5M |
| AE Wealth Management LLC | 0.42% | Add +2.8% | 839,359 | $42.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8041.9% | 834,215 | $42.1M |
| Private Advisor Group, LLC | 0.27% | Add +6.3% | 810,026 | $40.9M |
| N.E.W. Advisory Services LLC | 4.37% | Add +14.1% | 801,640 | $40.5M |
| Stephens Inc. | 0.61% | Add +1.8% | 796,308 | $40.2M |
| MML Investors Services, LLC | 0.16% | Reduce -25.3% | 796,186 | $40.2M |
| Badgley Phelps Wealth Managers, LLC | 0.96% | Add +41.7% | 770,202 | $38.9M |
| Alpha Omega Wealth Management LLC | 7.32% | Reduce -1.9% | 759,073 | $38.3M |
| Mgo One Seven LLC | 1.73% | Add +105.5% | 722,216 | $36.5M |
| Rock Creek Group LLC | 4.86% | Reduce -10.3% | 720,938 | $36.4M |
| McMorgan & Co. LLC | 5.60% | Add +32.6% | 699,947 | $35.3M |
| Captrust Financial Advisors | 0.11% | Add +5.9% | 688,460 | $34.7M |
| Valmark Advisers, Inc. | 0.57% | Add +6.4% | 662,286 | $33.4M |
| ACT Advisors, LLC. | 16.85% | New | 641,088 | $32.4M |
| Ameritas Advisory Services, LLC | 1.22% | Reduce -8.6% | 638,669 | $32.2M |
| Financial Planning & Information Services, Inc. | 4.86% | Add +3.5% | 630,940 | $31.8M |
| Kestra Advisory Services, LLC | 0.18% | Add +32.5% | 622,989 | $31.4M |
| Montag A & Associates Inc. | 1.58% | Add +0.5% | 619,311 | $31.3M |
| Frisch Financial Group, Inc. | 9.27% | Add +38.3% | 606,151 | $30.6M |
| Appleton Partners Inc. | 2.34% | Reduce -6.9% | 601,940 | $30.4M |
| Greenwood Gearhart LLC | 2.85% | Add +0.2% | 598,623 | $30.2M |
| Insight Wealth Partners, LLC | 19.10% | Add +44.4% | 583,941 | $29.5M |
| Bramshill Investments, LLC | 3.19% | Add +42.1% | 580,797 | $29.3M |
| Great Point Wealth Advisors, LLC | 6.68% | Add +6.2% | 578,457 | $29.2M |
| Fairview Capital Investment Management, LLC | 1.64% | Reduce -5.2% | 577,615 | $29.2M |
| Financial Management Professionals, Inc. | 3.92% | Add +7.4% | 566,580 | $28.6M |
| Sollinda Capital Management LLC | 8.57% | Reduce -6.5% | 557,405 | $28.1M |
| BNP Paribas Financial Markets | 0.03% | Reduce -4.5% | 555,429 | $28.0M |
| Paradigm, Strategies in Wealth Management, LLC | 17.19% | Reduce -1.0% | 554,405 | $28.0M |
| Flaharty Asset Management, LLC | 4.11% | Add +1.9% | 550,651 | $27.8M |
| Heritage Oak Wealth Advisors LLC | 14.45% | — | 546,678 | $27.6M |
| Rosenberg Matthew Hamilton | 8.09% | Add +4.5% | 544,890 | $27.4M |
| Nisa Investment Advisors, LLC | 0.17% | New | 539,300 | $27.2M |
| Soltis Investment Advisors LLC | 2.87% | Reduce -6.8% | 536,433 | $27.1M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +14.0% | 534,773 | $27.0M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -43.1% | 521,115 | $26.3M |
| Cresset Asset Management, LLC | 0.11% | Reduce -10.3% | 519,815 | $26.2M |
| Great Valley Advisor Group, Inc. | 0.73% | Add +11.1% | 517,983 | $26.1M |
| Beacon Bank & Trust | 6.52% | Add +0.8% | 513,536 | $25.9M |
| Mariner, LLC | 0.05% | Add +4.5% | 511,927 | $25.8M |
| Trustmark Bank Trust Department | 2.02% | Reduce -2.9% | 499,436 | $25.2M |
| American Trust | 2.05% | Add +781.0% | 495,871 | $25.0M |
| Bryn Mawr Trust Advisors, LLC | 1.35% | Reduce -11.2% | 485,437 | $24.5M |
| Beacon Investment Advisory Services, Inc. | 1.04% | Reduce -0.3% | 478,594 | $24.2M |
| Verum Partners LLC | 7.78% | Add +12.7% | 476,368 | $24.0M |
| Peapack Gladstone Financial Corp. | 0.36% | Add +7.7% | 470,464 | $23.7M |
| Capital Investment Advisory Services, LLC | 2.43% | Add +5.6% | 466,943 | $23.6M |
| SkyOak Wealth, LLC | 5.44% | Add +7.7% | 461,930 | $23.3M |
| Deseret Mutual Benefit Administrators | 10.72% | Add +226.5% | 457,992 | $23.1M |
| Wilmington Savings Fund Society, FSB | 0.88% | Reduce -14.8% | 453,867 | $22.9M |
| Evensky & Katz LLC | 1.59% | Add +4.0% | 452,498 | $22.8M |
| Allworth Financial LP | 0.15% | Reduce -9.1% | 451,962 | $22.8M |
| Franklin Resources Inc. | 0.01% | Add +5.7% | 449,771 | $22.7M |
| Naviter Wealth, LLC | 3.32% | Add +125.3% | 440,170 | $22.2M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -6.5% | 435,062 | $22.0M |
| Avestar Capital, LLC | 2.42% | Reduce -10.8% | 434,003 | $21.9M |
| Harbour Investments, Inc. | 0.74% | Reduce -16.3% | 432,107 | $21.8M |
| Clarus Group, Inc. | 9.52% | New | 427,128 | $21.6M |
| Weatherly Asset Management L. P. | 1.96% | Add +1.5% | 424,079 | $21.4M |
| Thomasville National Bank | 1.70% | Add +2.4% | 420,639 | $21.2M |
| Capital Asset Advisory Services LLC | 1.15% | Add +23.9% | 421,591 | $21.2M |
| Ironwood Wealth Management, Inc. | 10.71% | Add +1.9% | 419,976 | $21.2M |
| StrongBox Wealth, LLC | 9.93% | Add +14.5% | 416,563 | $21.0M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -6.2% | 409,418 | $20.7M |
| Portside Wealth Group, LLC | 3.86% | Add +0.3% | 400,597 | $20.2M |
| Mascoma Wealth Management LLC | 5.31% | Add +2.5% | 396,397 | $20.0M |
| Citadel Advisors | 0.02% | Reduce -31.9% | 395,490 | $20.0M |
| IFP Advisors, Inc | 0.79% | Add +37.5% | 395,056 | $19.9M |
| Focus Partners Wealth | 0.07% | New | 393,490 | $19.9M |
| San Luis Wealth Advisors LLC | 4.70% | Add +39.3% | 387,751 | $19.6M |
| Cynosure Group, LLC | 3.14% | Reduce -4.9% | 387,468 | $19.6M |
| Requisite Capital Management, LLC | 4.38% | Reduce -20.0% | 382,857 | $19.3M |
| McCarthy Asset Management, Inc. | 11.23% | Reduce -39.5% | 377,461 | $19.1M |
| Parkside Investments, LLC | 2.95% | Reduce -44.1% | 371,065 | $18.7M |
| Flagship Harbor Advisors, LLC | 1.13% | Reduce -45.5% | 370,936 | $18.7M |
| Ridgepath Capital Management LLC | 18.18% | Reduce -17.5% | 367,213 | $18.5M |
| Arbor Investment Advisors, LLC | 2.68% | Add +2.1% | 362,491 | $18.3M |
| Albion Financial Group | 1.37% | Add +1.6% | 359,532 | $18.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.39% | Reduce -14.6% | 358,942 | $18.1M |
| IMZ Advisory Inc | 8.99% | Add +3.0% | 357,112 | $18.0M |
| Summit Wealth Partners, LLC | 3.70% | Add +0.9% | 352,826 | $17.8M |
| NewEdge Advisors, LLC | 0.13% | Reduce -5.1% | 350,917 | $17.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +13.8% | 431,945 | $17.6M |
| Synovus Financial Corp. | 0.23% | Reduce -10.8% | 345,341 | $17.4M |
| Cooper Financial Group | 2.51% | Add +9.7% | 337,845 | $17.1M |
| Citizens Financial Group Inc. | 0.38% | Reduce -8.7% | 336,281 | $17.0M |
| Integrated Wealth Concepts LLC | 0.23% | Add +0.9% | 331,223 | $16.7M |
| Waverly Advisors, LLC | 0.33% | Add +0.6% | 330,600 | $16.7M |
| Abbrea Capital, LLC | 2.19% | Add +4.9% | 327,689 | $16.5M |
| Roberts Wealth Advisors, LLC | 5.62% | Reduce -1.8% | 327,041 | $16.5M |
| Capital Advisors Wealth Management, LLC | 3.24% | Add +16.3% | 325,116 | $16.4M |
| Wunderlich Capital Managemnt | 7.26% | Add +14.3% | 322,283 | $16.3M |
| Highline Wealth Partners LLC | 5.94% | Add +32.2% | 312,332 | $15.8M |
| Goldstone Financial Group, LLC | 3.13% | Add +17.8% | 309,138 | $15.6M |
| RiverFront Investment Group, LLC | 0.42% | Reduce -46.0% | 308,415 | $15.6M |
| White Wing Wealth Management | 12.41% | Reduce -3.8% | 307,248 | $15.5M |
| CoreCap Advisors, LLC | 1.60% | Add +1016.3% | 304,838 | $15.4M |
| SVB Wealth LLC | 0.38% | Reduce -52.5% | 304,154 | $15.4M |
| Schwallier Wealth Management LLC | 12.47% | Add +22.1% | 303,947 | $15.3M |
| Obsidian Cio, LLC | 3.62% | Reduce -12.3% | 301,562 | $15.2M |
| Morningstar Investment Services LLC | 0.16% | Add +9.4% | 297,660 | $15.0M |
| Comerica Bank | 0.06% | Reduce -4.7% | 291,467 | $14.7M |
| JFS Wealth Advisors, LLC | 1.16% | Add +21.2% | 291,148 | $14.7M |
| TMD Wealth Management, LLC | 3.22% | Add +2.6% | 290,995 | $14.7M |
| Cahaba Wealth Management, Inc. | 1.29% | Add +8.0% | 289,864 | $14.6M |
| Ruggaard & Associates LLC | 6.69% | Add +1.8% | 286,727 | $14.5M |
| Souders Financial Advisors | 2.18% | Add +3.2% | 285,956 | $14.4M |
| Saiph Capital, LLC | 6.39% | Add +0.8% | 283,550 | $14.3M |
| Simon Quick Advisors, LLC | 0.99% | Reduce -0.0% | 278,174 | $14.0M |
| REDW Wealth LLC | 3.67% | Add +57.5% | 277,594 | $14.0M |
| Meridian Financial Partners LLC | 8.23% | Add +1.0% | 274,638 | $13.9M |
| Dynamic Advisor Solutions LLC | 0.44% | Reduce -1.2% | 274,015 | $13.8M |
| Hudock, Inc. | 2.54% | New | 269,793 | $13.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -15.9% | 269,087 | $13.6M |
| Roof Eidam Maycock Peralta, LLC | 3.67% | Add +3.5% | 268,496 | $13.6M |
| RPg Family Wealth Advisory, LLC | 4.44% | Add +0.4% | 267,710 | $13.5M |
| AdvisorNet Financial, Inc | 1.22% | Add +36.2% | 266,539 | $13.5M |
| WCG Wealth Advisors LLC | 1.00% | Reduce -14.7% | 266,432 | $13.4M |
| Alliance Wealth Advisors, LLC | 3.86% | Add +2.7% | 260,449 | $13.1M |
| Kwmg, LLC | 1.42% | Add +6.7% | 260,058 | $13.1M |
| Mills Wealth Advisors LLC | 9.24% | Reduce -18.6% | 256,025 | $12.9M |
| Prism Advisors, Inc. | 3.91% | Add +3.3% | 255,500 | $12.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.63% | Reduce -3.0% | 248,615 | $12.5M |
| Jane Street Group, LLC | 0.01% | New | 248,439 | $12.5M |
| Heritage Financial Services, LLC | 1.79% | Add +3.3% | 246,688 | $12.5M |
| Invst, LLC | 1.35% | Reduce -13.4% | 244,246 | $12.3M |
| Philip James Wealth Mangement, LLC | 8.08% | Reduce -23.6% | 240,475 | $12.1M |
| Valley Wealth Managers, Inc. | 0.96% | Add +4.3% | 238,361 | $12.0M |
| Savant Capital, LLC | 0.12% | Reduce -25.9% | 238,107 | $12.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.0% | 238,081 | $12.0M |
| John W. Brooker & Co., CPAs | 5.98% | Reduce -4.4% | 236,473 | $11.9M |
| IronBridge Private Wealth, LLC | 4.46% | Add +5.4% | 236,078 | $11.9M |
| Mutual Advisors, LLC | 0.36% | Reduce -18.1% | 234,152 | $11.8M |
| Dakota Wealth Management | 0.27% | Add +2.6% | 230,486 | $11.6M |
| Oarsman Capital, Inc. | 2.55% | Reduce -36.4% | 229,375 | $11.6M |
| Aspen Wealth Management LLC | 3.95% | Add +8.5% | 226,257 | $11.4M |
| First Business Financial Services, Inc. | 1.21% | Add +0.4% | 225,460 | $11.4M |
| Financial Security Advisor, Inc. | 3.80% | Add +34.3% | 224,516 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +3.8% | 223,499 | $11.3M |
| Cobblestone Asset Management LLC | 7.20% | Add +93.7% | 220,257 | $11.1M |
| Donaldson Capital Management, LLC | 0.47% | Reduce -41.8% | 220,249 | $11.1M |
| LexAurum Advisors, LLC | 2.72% | Add +8.9% | 218,930 | $11.0M |
| SOL Capital Management CO | 1.32% | Add +26.4% | 217,248 | $11.0M |
| Mason Street Advisors, LLC | 1.47% | Reduce -56.1% | 216,650 | $10.9M |
| Houlihan Financial Resource Group, Ltd. | 7.43% | Reduce -0.8% | 215,952 | $10.9M |
| Corient Private Wealth LP | 0.02% | Reduce -8.3% | 214,980 | $10.9M |
| MBM Wealth Consultants, LLC | 3.69% | Reduce -9.1% | 214,690 | $10.8M |
| Scotia Capital Inc. | 0.06% | Add +71.6% | 209,270 | $10.6M |
| IHT Wealth Management, LLC | 0.39% | Add +77.4% | 209,069 | $10.6M |
| Norden Group LLC | 2.12% | Reduce -17.7% | 208,063 | $10.5M |
| Scott Capital Advisors, LLC | 3.05% | Reduce -8.8% | 205,330 | $10.3M |
| Essex Financial Services, Inc. | 0.77% | Add +3.4% | 204,696 | $10.3M |
| Little House Capital LLC | 3.21% | Reduce -0.5% | 203,662 | $10.3M |
| Lowe Wealth Advisors, LLC | 4.67% | Add +1.2% | 203,025 | $10.2M |
| Chatham Capital Group, Inc. | 1.77% | Add +6.0% | 200,839 | $10.1M |
| Crewe Advisors LLC | 1.13% | Reduce -2.1% | 199,715 | $10.1M |
| Resonant Capital Advisors, LLC | 0.81% | Reduce -8.2% | 198,423 | $10.0M |
| Encompass Wealth Advisors, LLC | 2.66% | Add +5.7% | 197,414 | $10.0M |
| Legacy Private Trust Co. | 0.71% | Add +3.6% | 196,868 | $9.9M |
| OneDigital Investment Advisors LLC | 0.12% | Add +13.0% | 193,654 | $9.8M |
| TD Capital Management LLC | 1.02% | Add +9.4% | 193,393 | $9.8M |
| Choice Wealth Advisors LLC | 5.16% | Add +5.0% | 192,768 | $9.7M |
| Continuum Wealth Advisors, LLC | 5.10% | New | 191,942 | $9.7M |
| Meridian Financial Advisors, LLC | 6.94% | Add +6.0% | 189,694 | $9.6M |
| Citigroup Inc. | 0.01% | Add +0.5% | 189,645 | $9.6M |
| Insight 2811, Inc. | 4.90% | Add +32.2% | 186,884 | $9.4M |
| Legacy Capital Group California, Inc. | 3.34% | Reduce -1.3% | 183,713 | $9.3M |
| Elevatus Welath Management | 3.46% | Add +4266.5% | 183,349 | $9.3M |
| NavPoint Financial, Inc. | 8.02% | Reduce -18.1% | 183,048 | $9.2M |
| Sage Advisory Services, Ltd.Co. | 2.59% | Reduce -1.3% | 182,750 | $9.2M |
| Texas Yale Capital Corp. | 0.43% | Reduce -0.1% | 178,364 | $9.0M |
| Atria Investments, Inc | 0.12% | Add +179.4% | 177,358 | $9.0M |
| Paces Ferry Wealth Advisors, LLC | 5.39% | Add +9.5% | 176,992 | $8.9M |
| Carolinas Wealth Consulting LLC | 1.71% | Add +12.0% | 175,857 | $8.9M |
| Ascension Capital Advisors, Inc. | 4.63% | Add +2.8% | 172,846 | $8.7M |
| Noesis Capital Mangement Corp. | 1.93% | Add +27.7% | 172,164 | $8.7M |
| Ashton Thomas Private Wealth, LLC | 0.48% | Add +8.5% | 170,626 | $8.6M |
| Millennium Management | 0.01% | Reduce -3.5% | 169,577 | $8.6M |
| WNY Asset Management, LLC | 1.13% | Add +4.3% | 169,161 | $8.5M |
| Janiczek Wealth Management, LLC | 1.79% | Reduce -2.2% | 169,070 | $8.5M |
| Interchange Capital Partners, LLC | 3.12% | Add +1163.0% | 168,296 | $8.5M |
| Symphony Financial, Ltd. Co. | 1.55% | Add +7.0% | 167,811 | $8.5M |
| LPWM LLC | 2.91% | Reduce -2.5% | 167,616 | $8.4M |
| Allen Capital Group, LLC | 1.17% | Add +24.4% | 164,930 | $8.3M |
| VCI Wealth Management LLC | 4.11% | Add +39.5% | 164,658 | $8.3M |
| Sandbox Financial Partners, LLC | 3.18% | Add +2.8% | 164,648 | $8.3M |
| Sowell Financial Services LLC | 0.40% | Reduce -6.0% | 164,421 | $8.3M |
| Essex LLC | 1.85% | Reduce -5.0% | 163,874 | $8.3M |
| Perennial Advisors, LLC | 1.85% | Reduce -3.6% | 163,778 | $8.3M |
| Sand Hill Global Advisors, LLC | 0.37% | Add +10.2% | 162,881 | $8.2M |
| Sandy Spring Bank | 0.36% | Add +36.3% | 161,067 | $8.1M |
| Krilogy Financial LLC | 0.59% | Reduce -1.8% | 159,718 | $8.1M |
| Composition Wealth, LLC | 0.20% | Reduce -39.5% | 159,460 | $8.0M |
| Kendall Capital Management | 2.60% | Reduce -8.0% | 154,729 | $7.8M |
| Rockingstone Advisors LLC | 3.99% | Reduce -10.9% | 153,960 | $7.8M |
| Royal Harbor Partners, LLC | 3.12% | Reduce -43.0% | 149,310 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.35% | Add +0.9% | 148,643 | $7.5M |
| Cobblestone Capital Advisors LLC | 0.46% | Reduce -14.9% | 147,935 | $7.5M |
| Trademark Financial Management, LLC | 6.07% | Reduce -2.0% | 147,629 | $7.5M |
| FSM Wealth Advisors, LLC | 2.48% | Add +17.2% | 146,596 | $7.4M |
| Concorde Financial Corp | 4.74% | Add +1.6% | 143,029 | $7.2M |
| NewEdge Wealth, LLC | 0.16% | Add +26.3% | 142,869 | $7.2M |
| Independent Financial Group, LLC | 0.28% | Add +6.7% | 140,821 | $7.1M |
| Westside Investment Management, Inc. | 1.62% | Reduce -1.9% | 140,310 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Add +3.3% | 139,326 | $7.0M |
| Freedom Investment Management, Inc. | 0.57% | Add +289.1% | 138,670 | $7.0M |
| Compass Financial Group, Inc. | 3.46% | Add +0.0% | 137,993 | $6.9M |
| Perigon Wealth Management, LLC | 0.20% | Reduce -0.1% | 137,141 | $6.9M |
| Global Retirement Partners, LLC | 0.22% | Reduce -11.1% | 136,737 | $6.9M |
| Colonial Trust Advisors | 0.66% | Reduce -4.9% | 136,498 | $6.9M |
| Good Life Advisors, LLC | 0.57% | Reduce -12.2% | 135,880 | $6.9M |
| Sigma Planning Corp | 0.22% | Add +5.6% | 135,110 | $6.8M |
| Elmwood Wealth Management, Inc. | 3.03% | Reduce -6.1% | 134,756 | $6.8M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -19.6% | 133,233 | $6.7M |
| Archford Capital Strategies, LLC | 1.09% | Add +3.5% | 132,736 | $6.7M |
| Gradient Capital Advisors, LLC | 2.38% | Reduce -1.1% | 131,910 | $6.7M |
| Bristlecone Advisors, LLC | 0.57% | Add +3.7% | 131,662 | $6.6M |
| Tiemann Investment Advisors, LLC | 2.95% | Add +0.8% | 131,257 | $6.6M |
| Lido Advisors, LLC | 0.05% | Add +1.1% | 129,587 | $6.5M |
| Financial Connections Group, Inc. | 3.38% | Add +60.8% | 129,244 | $6.5M |
| Crestmont Private Wealth LLC | 3.12% | Reduce -0.9% | 128,272 | $6.5M |
| Round Rock Advisors LLC | 1.56% | Reduce -0.5% | 126,652 | $6.4M |
| Principle Wealth Partners LLC | 0.48% | Reduce -3.7% | 126,017 | $6.4M |
| J. W. Coons Advisors, LLC | 1.18% | Add +5.0% | 125,385 | $6.3M |
| Forza Wealth Management, LLC | 3.25% | Reduce -1.6% | 125,005 | $6.3M |
| Hilltop Holdings Inc. | 0.73% | Reduce -22.4% | 124,573 | $6.3M |
| First International Bank & Trust | 2.16% | Add +2.8% | 124,382 | $6.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +389.9% | 124,102 | $6.3M |
| Stewardship Advisors, LLC | 2.05% | Add +10.7% | 123,172 | $6.2M |
| Cerro Pacific Wealth Advisors LLC | 2.38% | — | 123,149 | $6.2M |
| IFG Advisory, LLC | 0.40% | Reduce -0.0% | 122,254 | $6.2M |
| Oxbow Advisors, LLC | 0.74% | Reduce -6.2% | 121,018 | $6.1M |
| Daymark Wealth Partners, LLC | 0.28% | Add +7.8% | 120,926 | $6.1M |
| Stratos Wealth Advisors, LLC | 0.30% | Reduce -14.1% | 120,874 | $6.1M |
| Independent Wealth Network Inc. | 2.83% | Add +0.1% | 120,061 | $6.1M |
| M&R Capital Management Inc. | 1.44% | Reduce -17.7% | 119,627 | $6.0M |
| Johnson Financial Group, Inc. | 0.29% | Reduce -39.5% | 119,246 | $6.0M |
| Windsor Capital Management, LLC | 1.86% | Add +1.1% | 119,010 | $6.0M |
| Wealthcare Advisory Partners LLC | 0.19% | Reduce -6.1% | 118,442 | $6.0M |
| Advocacy Wealth Management, LLC | 0.49% | Reduce -11.0% | 118,311 | $6.0M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -7.1% | 118,167 | $6.0M |
| Triumph Capital Management | 2.32% | Reduce -40.2% | 117,954 | $6.0M |
| Sanctuary Wealth Management, L.L.C. | 4.46% | Add +29.7% | 116,652 | $5.9M |
| Southeast Asset Advisors, LLC | 0.70% | Add +23.3% | 115,622 | $5.8M |
| Advisory Alpha, LLC | 0.23% | Add +5.6% | 115,038 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.67% | Reduce -2.8% | 113,703 | $5.7M |
| Aprio Wealth Management, LLC | 1.04% | Reduce -5.4% | 113,146 | $5.7M |
| YHB Investment Advisors, Inc. | 0.49% | Add +18.6% | 113,102 | $5.7M |
| Bank of Montreal | 0.00% | Reduce -46.1% | 112,776 | $5.7M |
| Cardinal Strategic Wealth Guidance | 2.04% | Add +0.3% | 112,101 | $5.7M |
| Anchor Investment Management, LLC | 0.58% | Add +8.3% | 111,986 | $5.7M |
| Mayfair Advisory Group, LLC | 3.82% | Reduce -7.6% | 111,970 | $5.6M |
| Webster Bank, N. A. | 0.62% | Add +58.0% | 111,744 | $5.6M |
| ProVise Management Group, LLC | 0.48% | Reduce -2.2% | 111,654 | $5.6M |
| Sanctuary Advisors, LLC | 0.04% | — | 111,054 | $5.6M |
| Tradewinds Capital Management, LLC | 1.63% | Add +0.8% | 109,488 | $5.5M |
| Investment Planning Advisors, Inc. | 2.78% | — | 107,954 | $5.4M |
| Lodestone Wealth Management LLC | 2.86% | Add +3.2% | 107,652 | $5.4M |
| Paragon Advisors, LLC | 1.98% | Reduce -28.7% | 107,424 | $5.4M |
| Mach-1 Financial Group, LLC | 3.82% | Add +5.4% | 107,001 | $5.4M |
| Apeiron RIA LLC | 1.63% | Reduce -7.2% | 105,165 | $5.3M |
| Gotham Asset Management | 0.07% | Add +14.5% | 105,039 | $5.3M |
| Oliver Lagore Vanvalin Investment Group | 1.52% | Reduce -51.2% | 104,937 | $5.3M |
| West Paces Advisors Inc. | 1.36% | Add +9.0% | 103,393 | $5.2M |
| Diversify Wealth Management, LLC | 0.65% | — | 103,263 | $5.2M |
| Financial Enhancement Group LLC | 0.81% | Add +11.9% | 100,366 | $5.1M |
| Levy Wealth Management Group, LLC | 1.29% | Reduce -13.7% | 100,127 | $5.1M |
| Prospera Financial Services Inc | 0.14% | Add +20.6% | 99,887 | $5.0M |
| Howard Financial Services, LTD. | 0.82% | Reduce -5.1% | 99,282 | $5.0M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -0.1% | 98,896 | $5.0M |
| Walkner Condon Financial Advisors LLC | 1.08% | Reduce -13.7% | 98,862 | $5.0M |
| Boston Family Office LLC | 0.36% | Reduce -30.5% | 97,936 | $4.9M |
| Cornerstone Advisory, LLC | 0.69% | Reduce -16.5% | 97,166 | $4.9M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -3.1% | 96,794 | $4.9M |
| American Financial Advisors, LLC | 0.69% | Reduce -23.8% | 96,759 | $4.9M |
| United Advisor Group, LLC | 1.52% | Reduce -1.9% | 96,737 | $4.9M |
| Bfsg, LLC | 0.62% | Add +2.2% | 96,270 | $4.9M |
| TAP Consulting, LLC | 1.01% | Add +1.9% | 94,764 | $4.8M |
| Lokken Investment Group LLC | 2.25% | New | 94,653 | $4.8M |
| Oppenheimer & Co. Inc. | 0.08% | Add +15.5% | 94,526 | $4.8M |
| Childress Capital Advisors, LLC | 1.34% | Add +10.1% | 94,122 | $4.8M |
| Buck Wealth Strategies, LLC | 1.40% | New | 93,808 | $4.7M |
| Paladin Advisory Group, LLC | 3.68% | Add +16.0% | 93,826 | $4.7M |
| Frontier Asset Management, LLC | 1.70% | Reduce -0.3% | 92,919 | $4.7M |
| Advisors Capital Management, LLC | 0.08% | Add +27.2% | 92,716 | $4.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +3.9% | 92,074 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +3.9% | 92,074 | $4.6M |
| One Capital Management, LLC | 0.16% | Reduce -16.8% | 91,932 | $4.6M |
| Jaffetilchin Investment Partners, LLC | 0.40% | Add +14.3% | 91,804 | $4.6M |
| SlateStone Wealth, LLC | 0.50% | No change | 91,400 | $4.6M |
| D.A. Davidson & Co. | 0.04% | Add +34.5% | 90,733 | $4.6M |
| Transcendent Capital Group LLC | 2.64% | Add +47.2% | 90,638 | $4.6M |
| CIC Wealth, LLC | 1.26% | Add +10.6% | 90,491 | $4.6M |
| Ergawealth Advisors, Inc. | 2.47% | Add +2.4% | 89,882 | $4.5M |
| Geneos Wealth Management Inc. | 0.20% | Reduce -7.6% | 87,844 | $4.4M |
| Procyon Advisors, LLC | 0.33% | Add +6.6% | 87,800 | $4.4M |
| Adell Harriman & Carpenter Inc. | 0.34% | Add +0.0% | 87,060 | $4.4M |
| Private Capital Management LLC | 0.87% | Add +1.9% | 86,673 | $4.4M |
| Atticus Wealth Management, LLC | 1.41% | Add +14.4% | 85,351 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -9.9% | 85,153 | $4.3M |
| Colonial Trust Co / SC | 0.75% | Reduce -6.6% | 83,930 | $4.2M |
| FinTrust Capital Advisors, LLC | 0.77% | Add +1.4% | 83,774 | $4.2M |
| Creative Financial Designs Inc. | 0.38% | Add +1.4% | 83,605 | $4.2M |
| SP Asset Management LLC | 0.38% | Reduce -1.3% | 82,873 | $4.2M |
| Centaurus Financial, Inc. | 0.28% | Reduce -11.6% | 82,798 | $4.2M |
| Fiduciary Trust Co | 0.06% | Add +20.0% | 82,061 | $4.1M |
| Founders Financial Alliance, LLC | 1.22% | Add +9.8% | 81,314 | $4.1M |
| Foster & Motley Inc. | 0.28% | Reduce -10.0% | 81,220 | $4.1M |
| Bank of New Hampshire | 1.07% | Add +415.9% | 81,197 | $4.1M |
| Sage Rhino Capital LLC | 0.98% | Reduce -11.7% | 81,063 | $4.1M |
| Lionsbridge Wealth Management LLC | 3.26% | Reduce -0.9% | 80,662 | $4.1M |
| Householder Group Estate & Retirement Specialist, LLC | 1.13% | Add +31.7% | 79,810 | $4.0M |
| First National Trust Co | 0.16% | Reduce -46.8% | 78,735 | $4.0M |
| Tradewinds, LLC. | 1.22% | Add +21.0% | 78,610 | $4.0M |
| Boyce & Associates Wealth Consulting, Inc. | 4.65% | Add +12.5% | 78,512 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -12.9% | 78,317 | $4.0M |
| Arcus Capital Partners, LLC | 1.52% | Reduce -46.0% | 78,308 | $4.0M |
| Auour Investments LLC | 1.47% | Reduce -2.3% | 78,210 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.63% | Reduce -16.2% | 78,099 | $3.9M |
| Creative Planning | 0.00% | Reduce -13.9% | 77,603 | $3.9M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -9.5% | 77,602 | $3.9M |
| Eagle Harbor Asset Management Inc. | 4.17% | Reduce -7.4% | 77,212 | $3.9M |
| Richard P Slaughter Associates Inc | 0.92% | Add +19.5% | 77,049 | $3.9M |
| Winthrop Advisory Group LLC | 0.53% | Add +0.4% | 76,852 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +98.4% | 76,393 | $3.9M |
| CENTRAL TRUST Co | 0.09% | Add +8.9% | 76,357 | $3.9M |
| Hayek Kallen Investment Management | 1.44% | Add +1.1% | 76,274 | $3.9M |
| Secured Retirement Advisors, LLC | 2.99% | Add +1.5% | 75,957 | $3.8M |
| Herold Advisors, Inc. | 0.89% | Add +17.5% | 75,949 | $3.8M |
| Grey Ledge Advisors, LLC | 1.04% | Add +11.6% | 75,764 | $3.8M |
| D L Carlson Investment Group Inc. | 0.73% | Add +53.0% | 75,434 | $3.8M |
| O'Connor Financial Group LLC | 2.20% | Add +53.5% | 74,908 | $3.8M |
| Gibbs Wealth Management | 1.51% | Add +43.1% | 74,003 | $3.7M |
| Strategic Family Wealth Counselors, L.L.C. | 1.42% | Add +8.3% | 73,895 | $3.7M |
| Legacy CG, LLC | 1.27% | New | 73,760 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -35.6% | 73,230 | $3.7M |
| Narus Financial Partners, LLC | 1.48% | Reduce -1.8% | 72,925 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +358.8% | 72,742 | $3.7M |
| Newport Capital Group, LLC | 2.89% | — | 72,288 | $3.6M |
| Clear Creek Financial Management, LLC | 0.44% | Add +9.7% | 71,563 | $3.6M |
| West Michigan Advisors, LLC | 1.14% | Reduce -0.8% | 70,909 | $3.6M |
| Integral Investment Advisors, Inc. | 1.31% | Reduce -60.7% | 70,240 | $3.5M |
| Catalina Capital Group, LLC | 1.35% | Reduce -16.4% | 70,061 | $3.5M |
| Valley National Advisers Inc. | 0.52% | Reduce -8.2% | 69,350 | $3.5M |
| FAS Wealth Partners, Inc. | 0.30% | Add +1.9% | 69,121 | $3.5M |
| JGP Wealth Management, LLC | 0.50% | Reduce -4.9% | 69,064 | $3.5M |
| Formidable Asset Management, LLC | 0.56% | Reduce -13.8% | 68,636 | $3.5M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -1.2% | 68,553 | $3.5M |
| Foundations Investment Advisors, LLC | 0.08% | Reduce -41.1% | 67,616 | $3.4M |
| Centennial Wealth Advisory LLC | 1.45% | Reduce -3.7% | 66,456 | $3.4M |
| Arax Advisory Partners | 0.32% | Add +18038.9% | 64,756 | $3.3M |
| Ironwood Investment Counsel, LLC | 0.57% | Add +17.3% | 63,462 | $3.2M |
| BayBridge Capital Group, LLC | 2.48% | Add +151.3% | 62,750 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.65% | Reduce -9.4% | 62,653 | $3.2M |
| BOS Asset Management, LLC | 1.43% | Reduce -2.8% | 61,140 | $3.1M |
| Paragon Private Wealth Management, LLC | 1.72% | Reduce -15.9% | 60,442 | $3.1M |
| Castle Rock Wealth Management, LLC | 0.75% | Add +7.1% | 60,089 | $3.0M |
| UMB Bank, n.a. | 0.05% | Reduce -10.1% | 59,507 | $3.0M |
| Choreo, LLC | 0.05% | Add +26.5% | 59,438 | $3.0M |
| Old Port Advisors | 0.88% | Reduce -2.7% | 58,612 | $3.0M |
| Principal Securities, Inc. | 0.08% | Add +30.6% | 58,509 | $3.0M |
| Intrua Financial, LLC | 0.48% | Reduce -2.3% | 58,417 | $2.9M |
| CFO4Life Group, LLC | 0.55% | Reduce -11.7% | 58,241 | $2.9M |
| B & T Capital Management DBA Alpha Capital Management | 0.57% | Reduce -28.4% | 58,135 | $2.9M |
| Sunburst Financial Group, LLC | 0.79% | Reduce -6.4% | 57,939 | $2.9M |
| Patten Group, Inc. | 0.69% | Reduce -0.8% | 57,680 | $2.9M |
| Insight Advisors, LLC/ PA | 0.53% | Add +32.9% | 57,103 | $2.9M |
| Nikulski Financial, Inc. | 0.91% | Add +8.4% | 56,969 | $2.9M |
| First Citizens Financial Corp | 1.69% | Reduce -22.6% | 56,488 | $2.9M |
| Novare Capital Management LLC | 0.26% | Add +5.7% | 56,244 | $2.8M |
| Family Asset Management, LLC | 1.78% | Reduce -32.1% | 54,947 | $2.8M |
| ADAR1 Capital Management, LLC | 0.55% | No change | 54,000 | $2.7M |
| GeoWealth Management, LLC | 0.12% | Add +39.4% | 53,606 | $2.7M |
| Atlantic Union Bankshares Corp | 0.17% | Reduce -18.3% | 53,547 | $2.7M |
| Balefire, LLC | 0.96% | Add +3126.1% | 53,521 | $2.7M |
| Acorn Wealth Advisors, LLC | 1.33% | Add +26.9% | 53,170 | $2.7M |
| GFG Capital, LLC | 0.72% | Add +94.9% | 52,478 | $2.6M |
| Klingman & Associates, LLC | 0.18% | Reduce -0.3% | 51,708 | $2.6M |
| Eagle Bluffs Wealth Management LLC | 1.51% | Add +1.6% | 51,379 | $2.6M |
| Sargent Investment Group, LLC | 0.53% | Reduce -14.3% | 51,269 | $2.6M |
| Financial Advocates Investment Management | 0.16% | Reduce -37.8% | 51,264 | $2.6M |
| PFG Investments, LLC | 0.18% | Add +3.2% | 50,964 | $2.6M |
| Delta Investment Management, LLC | 0.57% | Reduce -0.4% | 50,943 | $2.6M |
| Gallacher Capital Management LLC | 1.35% | Add +29.1% | 50,847 | $2.6M |
| Skyline Advisors, Inc. | 1.12% | Add +3.0% | 50,810 | $2.6M |
| SMART Wealth LLC | 1.03% | Add +22.8% | 50,582 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +34.6% | 50,577 | $2.6M |
| WR Wealth Planners, LLC | 0.77% | Reduce -14.8% | 50,179 | $2.5M |
| Baker Tilly Wealth Management, LLC | 1.03% | Reduce -87.3% | 50,001 | $2.5M |
| Innealta Capital, LLC | 0.84% | New | 49,942 | $2.5M |
| Castleview Partners, LLC | 1.43% | Add +1.7% | 49,909 | $2.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.92% | Add +4.8% | 49,609 | $2.5M |
| Financial Perspectives, Inc | 0.92% | Reduce -50.2% | 49,375 | $2.5M |
| Chesley Taft & Associates LLC | 0.12% | Reduce -23.9% | 48,953 | $2.5M |
| USAdvisors Wealth Management, LLC | 0.86% | Add +2.2% | 48,549 | $2.5M |
| First Hawaiian Bank | 0.08% | Reduce -8.8% | 48,465 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -6.4% | 48,391 | $2.4M |
| Latitude Advisors, LLC | 1.49% | Reduce -14.7% | 48,329 | $2.4M |
| Capital Management Corp. | 0.49% | Add +14.2% | 48,282 | $2.4M |
| Plotkin Financial Advisors, LLC | 1.56% | Add +7.7% | 48,112 | $2.4M |
| Galvin, Gaustad & Stein, LLC | 0.23% | Reduce -6.5% | 47,809 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -4.8% | 47,653 | $2.4M |
| Kingswood Wealth Advisors, LLC | 0.22% | Add +7.0% | 47,518 | $2.4M |
| Edgestream Partners, L.P. | 0.11% | New | 47,259 | $2.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.66% | Reduce -8.5% | 47,088 | $2.4M |
| Running Point Capital Advisors, LLC | 0.98% | Add +2.3% | 46,887 | $2.4M |
| Sheets Smith Wealth Management | 0.28% | Reduce -1.6% | 46,713 | $2.4M |
| ORG Partners LLC | 0.29% | New | 46,774 | $2.4M |
| Perennial Investment Advisors, LLC | 0.33% | Add +4.0% | 46,229 | $2.3M |
| Hartford Financial Management Inc. | 0.50% | Reduce -8.4% | 46,230 | $2.3M |
| JNBA Financial Advisors | 0.25% | Add +5.8% | 46,209 | $2.3M |
| Fortitude Family Office, LLC | 1.32% | Reduce -16.4% | 46,106 | $2.3M |
| Vawter Financial, Ltd. | 1.60% | Reduce -5.3% | 46,083 | $2.3M |
| Delos Wealth Advisors, LLC | 2.24% | Reduce -7.8% | 45,935 | $2.3M |
| Graypoint LLC | 0.16% | Reduce -16.6% | 45,738 | $2.3M |
| Financial Network Wealth Advisors LLC | 1.71% | Reduce -0.4% | 45,316 | $2.3M |
| FourThought Financial Partners, LLC | 0.29% | Add +1.8% | 45,290 | $2.3M |
| Next Capital Management LLC | 0.96% | Add +47.3% | 45,203 | $2.3M |
| Advisory Services Network, LLC | 0.05% | Add +12.2% | 45,128 | $2.3M |
| MBA Advisors LLC | 1.16% | Add +7.3% | 45,111 | $2.3M |
| Main Street Financial Solutions, LLC | 0.21% | Reduce -4.1% | 44,940 | $2.3M |
| Tyler-Stone Wealth Management | 0.92% | Reduce -9.3% | 44,311 | $2.2M |
| HUB Investment Partners, LLC | 0.11% | Reduce -14.2% | 43,881 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +29.3% | 43,430 | $2.2M |
| Phoenix Wealth Advisors | 1.10% | Add +3.5% | 43,403 | $2.2M |
| Fortress Wealth Management, Inc. | 1.11% | Reduce -1.7% | 42,958 | $2.2M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -0.8% | 42,774 | $2.2M |
| Cambridge Advisors Inc. | 0.50% | Add +6.7% | 42,518 | $2.1M |
| Roble, Belko & Company, Inc | 0.36% | Reduce -1.6% | 42,440 | $2.1M |
| Capital Analysts, LLC | 0.09% | Add +5.9% | 42,337 | $2.1M |
| Nvwm, LLC | 0.57% | Reduce -2.4% | 42,119 | $2.1M |
| &partners | 0.09% | New | 41,817 | $2.1M |
| Farther Finance Advisors, LLC | 0.10% | Add +141.5% | 41,475 | $2.1M |
| Certified Advisory Corp | 0.26% | Add +16.2% | 41,245 | $2.1M |
| Canvas Wealth Advisors, LLC | 0.64% | Add +44.9% | 40,857 | $2.1M |
| Flow Traders U.S. LLC | 0.10% | Reduce -84.2% | 40,918 | $2.1M |
| Birch Capital Management, LLC | 1.07% | Reduce -15.6% | 40,867 | $2.1M |
| Fermata Advisors, LLC | 0.47% | Add +2.4% | 40,528 | $2.0M |
| Cozad Asset Management Inc. | 0.20% | Add +8.9% | 40,485 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +132.5% | 39,772 | $2.0M |
| Tarbox Family Office, Inc. | 0.35% | Reduce -18.8% | 39,751 | $2.0M |
| M Holdings Securities, Inc. | 0.26% | Add +6.3% | 39,659 | $2.0M |
| Quattro Financial Advisors LLC | 0.52% | Add +478.2% | 39,100 | $2.0M |
| Arkadios Wealth Advisors | 0.13% | Add +454.5% | 39,080 | $2.0M |
| Private Advisory Group LLC | 0.26% | New | 38,779 | $2.0M |
| Gray Wealth Management Inc. | 0.84% | Add +0.6% | 38,504 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +48.6% | 38,349 | $1.9M |
| Sharper & Granite LLC | 0.92% | Reduce -46.0% | 38,297 | $1.9M |
| Silverlake Wealth Management LLC | 0.79% | Reduce -24.7% | 38,244 | $1.9M |
| Nepsis Inc. | 0.51% | Reduce -3.5% | 37,592 | $1.9M |
| Bank of Hawaii | 0.09% | Add +0.5% | 37,553 | $1.9M |
| Yarger Wealth Strategies, LLC | 1.13% | Reduce -11.4% | 37,360 | $1.9M |
| Curtis Advisory Group, LLC | 0.66% | Add +10.0% | 37,124 | $1.9M |
| Red Mountain Financial, LLC | 2.25% | — | 36,957 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Reduce -21.7% | 36,431 | $1.8M |
| Ascentis Independent Advisors | 0.38% | — | 36,402 | $1.8M |
| Silver Oak Securities, Incorporated | 0.27% | Reduce -1.4% | 36,235 | $1.8M |
| WT Wealth Management | 0.62% | Add +1.1% | 36,202 | $1.8M |
| Stonehearth Capital Management, LLC | 0.78% | Reduce -5.7% | 36,171 | $1.8M |
| Family Manage LLC | 0.32% | Reduce -0.7% | 36,111 | $1.8M |
| Vienna Asset Management LLC | 1.51% | Reduce -28.7% | 36,086 | $1.8M |
| Essex Bank | 0.49% | Add +36.5% | 35,712 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -17.0% | 35,677 | $1.8M |
| Belpointe Asset Management LLC | 0.13% | New | 35,507 | $1.8M |
| Endowment Wealth Management, Inc. | 1.29% | Add +13.4% | 35,120 | $1.8M |
| Virtue Capital Management, LLC | 0.30% | Reduce -4.2% | 34,888 | $1.8M |
| Fulcrum Equity Management | 1.56% | New | 34,502 | $1.7M |
| Wallace Advisory Group, LLC | 1.25% | Reduce -9.8% | 34,350 | $1.7M |
| Petix & Botte Co | 0.49% | Add +124.0% | 34,221 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -33.1% | 34,026 | $1.7M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +4.4% | 33,991 | $1.7M |
| Auxano Advisors, LLC | 0.47% | Reduce -3.5% | 33,729 | $1.7M |
| Mission Wealth Management, LP | 0.05% | Reduce -15.5% | 33,722 | $1.7M |
| Balboa Wealth Partners | 0.45% | Add +47.5% | 33,465 | $1.7M |
| Fca Corp. | 0.53% | Add +2.3% | 32,972 | $1.7M |
| Guidance Capital, Inc. | 0.54% | Reduce -6.5% | 32,825 | $1.7M |
| Keel Point, LLC | 0.15% | Reduce -51.9% | 32,836 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +24.7% | 32,932 | $1.7M |
| Arete Wealth Advisors, LLC | 0.14% | Add +3.0% | 32,654 | $1.6M |
| New Capital Management LP | 0.50% | Reduce -2.3% | 32,569 | $1.6M |
| Strategic Blueprint, LLC | 0.11% | Add +269.5% | 32,366 | $1.6M |
| Nottingham Advisors, Inc. | 0.19% | Reduce -7.1% | 32,215 | $1.6M |
| Holderness Investments Co. | 0.38% | Add +4.9% | 32,113 | $1.6M |
| International Private Wealth Advisors LLC | 2.72% | Add +40.1% | 31,933 | $1.6M |
| AllSquare Wealth Management LLC | 0.97% | Reduce -4.8% | 31,900 | $1.6M |
| American Money Management, LLC | 0.34% | Reduce -14.7% | 31,433 | $1.6M |
| Retireful, LLC | 0.75% | New | 31,421 | $1.6M |
| Sage Financial Group Inc. | 0.14% | Reduce -4.6% | 31,406 | $1.6M |
| Greenwich Wealth Management LLC | 0.12% | Reduce -3.4% | 31,340 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.8% | 31,200 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +11.4% | 31,035 | $1.6M |
| Mosley Wealth Management | 1.33% | Reduce -62.7% | 30,970 | $1.6M |
| Brooklyn FI, LLC | 0.61% | Add +4.0% | 30,925 | $1.6M |
| Americana Partners, LLC | 0.12% | Reduce -0.1% | 30,875 | $1.6M |
| Mma Asset Management LLC | 0.72% | Reduce -0.1% | 30,583 | $1.5M |
| Prairie Wealth Advisors, Inc. | 0.78% | Reduce -60.7% | 30,568 | $1.5M |
| Waldron Private Wealth LLC | 0.07% | Reduce -6.7% | 30,490 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Add +29.2% | 30,222 | $1.5M |
| IMS Capital Management | 0.71% | Reduce -39.0% | 30,126 | $1.5M |
| Wealthgarden F.S. LLC | 1.60% | — | 30,114 | $1.5M |
| Wealthfront Advisers LLC | 0.01% | Add +1.1% | 30,079 | $1.5M |
| Fortune Financial Advisors, LLC | 0.93% | Add +179.6% | 29,952 | $1.5M |
| Blue Trust, Inc. | 0.02% | No change | 29,905 | $1.5M |
| Ellsworth Advisors, LLC | 0.42% | New | 29,821 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +24.2% | 29,866 | $1.5M |
| HBW Advisory Services LLC | 0.25% | New | 29,581 | $1.5M |
| Aries Wealth Management | 0.47% | Add +6.7% | 29,580 | $1.5M |
| Swmg, LLC | 0.65% | New | 28,932 | $1.5M |
| Sovereign Financial Group, Inc. | 0.36% | Reduce -3.7% | 28,727 | $1.4M |
| TriaGen Wealth Management LLC | 0.56% | Reduce -13.7% | 28,475 | $1.4M |
| Blue Chip Partners, LLC | 0.13% | Add +0.3% | 28,255 | $1.4M |
| Tradition Wealth Management, LLC | 0.14% | Add +5.3% | 28,028 | $1.4M |
| Oxinas Partners, LLC | 0.94% | Reduce -38.7% | 28,020 | $1.4M |
| Guardian Wealth Advisors, LLC | 0.92% | Add +27.9% | 27,968 | $1.4M |
| Western Wealth Management, LLC | 0.10% | Add +12.4% | 27,889 | $1.4M |
| WealthCare Investment Partners, LLC | 0.65% | Reduce -3.0% | 27,710 | $1.4M |
| Future Financial Wealth Managment LLC | 1.22% | Reduce -0.8% | 27,601 | $1.4M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -1.2% | 27,296 | $1.4M |
| Jacobi Capital Management LLC | 0.12% | Reduce -14.0% | 26,932 | $1.4M |
| Aspen Wealth Strategies, LLC | 0.94% | Reduce -14.3% | 26,775 | $1.4M |
| Venturi Wealth Management, LLC | 0.08% | Reduce -1.5% | 26,637 | $1.3M |
| Midland Wealth Advisors, LLC | 0.08% | New | 26,507 | $1.3M |
| Clarity Wealth Advisors, LLC | 0.43% | No change | 26,313 | $1.3M |
| Delta Financial Group, Inc. | 0.56% | Reduce -4.4% | 26,290 | $1.3M |
| Focus Financial Network, Inc. | 0.06% | Add +16.1% | 26,294 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.28% | Reduce -6.6% | 26,280 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +14.7% | 26,243 | $1.3M |
| Continuum Advisory, LLC | 0.19% | Add +2.9% | 26,216 | $1.3M |
| Nelson Capital Management, LLC | 0.23% | Reduce -0.4% | 25,994 | $1.3M |
| Arrowroot Family Office, LLC | 0.83% | Reduce -2.6% | 25,826 | $1.3M |
| Able Wealth Management LLC | 1.07% | Add +4.7% | 25,772 | $1.3M |
| BLB&B Advisors, LLC | 0.07% | Add +23.2% | 25,700 | $1.3M |
| Authentikos Wealth Advisory, LLC | 1.24% | Add +12.1% | 25,452 | $1.3M |
| International Assets Investment Management, LLC | 0.12% | Add +24.6% | 25,109 | $1.3M |
| First Foundation Advisors | 0.05% | Reduce -33.9% | 25,006 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -11.9% | 24,575 | $1.2M |
| Mosaic Financial Group, LLC | 0.89% | No change | 24,538 | $1.2M |
| BancFirst Trust & Investment Management | 0.57% | No change | 24,034 | $1.2M |
| Beacon Financial Advisory LLC | 0.45% | Add +14.9% | 23,929 | $1.2M |
| Maple Capital Management, Inc. | 0.10% | New | 23,498 | $1.2M |
| Rise Advisors, LLC | 0.63% | Add +4.7% | 23,427 | $1.2M |
| CRA Financial Services, LLC | 0.24% | Add +82.3% | 23,349 | $1.2M |
| Zega Financial, LLC | 0.42% | New | 23,158 | $1.2M |
| Seamount Financial Group Inc. | 0.95% | Reduce -14.1% | 23,100 | $1.2M |
| West Oak Capital, LLC | 0.47% | Add +9.0% | 23,088 | $1.2M |
| Strategic Wealth Partners, Ltd. | 0.12% | Reduce -8.0% | 22,859 | $1.2M |
| Money Concepts Capital Corp. | 0.10% | Add +31.8% | 22,809 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -8.0% | 22,529 | $1.1M |
| TPG Financial Advisors, LLC | 0.53% | — | 21,996 | $1.1M |
| Smartleaf Asset Management LLC | 0.18% | New | 21,926 | $1.1M |
| Joel Isaacson & Co., LLC | 0.06% | No change | 21,680 | $1.1M |
| Moneco Advisors, LLC | 0.16% | Add +45.2% | 21,643 | $1.1M |
| Shore Point Advisors, LLC | 0.61% | Add +0.6% | 21,225 | $1.1M |
| Hutchens & Kramer Investment Management Group, LLC | 0.58% | New | 20,926 | $1.1M |
| Smart Portfolios, LLC | 1.06% | Reduce -70.7% | 20,823 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +1.9% | 20,812 | $1.1M |
| PDS Planning, Inc | 0.11% | Reduce -7.9% | 20,704 | $1.0M |
| Heritage Wealth Partners, LLC | 1.49% | Reduce -25.4% | 20,417 | $1.0M |
| Encompass More Asset Management | 0.73% | New | 20,357 | $1.0M |
| OneAscent Wealth Management LLC | 0.53% | Reduce -32.7% | 20,153 | $1.0M |
| Intelligence Driven Advisers, LLC | 0.14% | Add +13.0% | 20,033 | $1.0M |
| MSH Capital Advisors LLC | 0.34% | Add +47.1% | 19,887 | $1.0M |
| CX Institutional | 0.05% | Reduce -5.4% | 19,552 | $987K |
| Vista Investment Management | 0.40% | Reduce -19.3% | 19,353 | $977K |
| Unique Wealth, LLC | 0.26% | Add +88.6% | 19,343 | $976K |
| Bell Bank | 0.08% | No change | 19,259 | $972K |
| Laraway Financial Advisors Inc | 0.83% | Reduce -2.5% | 19,169 | $967K |
| Affiance Financial, LLC | 0.25% | Reduce -5.2% | 19,143 | $966K |
| Stone Summit Wealth LLC | 0.34% | Reduce -8.4% | 18,909 | $954K |
| Rivernorth Capital Management, LLC | 0.04% | No change | 18,500 | $934K |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -4.2% | 18,491 | $933K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -35.6% | 18,356 | $926K |
| CGN Advisors LLC | 0.11% | Reduce -5.7% | 18,275 | $922K |
| Flagstar Securities, Inc. | 0.25% | Add +1.3% | 18,260 | $922K |
| Northwest Capital Management Inc | 0.34% | Reduce -36.4% | 18,258 | $921K |
| Apella Capital, LLC | 0.04% | Add +0.8% | 18,224 | $918K |
| Pennsylvania Capital Management Inc. | 0.35% | Reduce -7.5% | 18,166 | $917K |
| Global Strategic Investment Solutions, LLC | 0.11% | Reduce -35.5% | 18,122 | $915K |
| LVZ, Inc. | 0.12% | Reduce -25.7% | 17,905 | $904K |
| FRG Family Wealth Advisors LLC | 0.17% | Reduce -21.9% | 17,805 | $898K |
| Etfidea, LLC | 0.30% | Reduce -16.0% | 17,780 | $897K |
| US Bancorp \de | 0.00% | Reduce -16.0% | 17,725 | $895K |
| STAR Financial Bank | 0.69% | Reduce -12.9% | 17,625 | $890K |
| Brown Miller Wealth Management, LLC | 0.36% | Add +34.9% | 17,319 | $874K |
| Lunt Capital Management, Inc. | 0.43% | No change | 17,232 | $870K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 17,182 | $867K |
| Richard W. Paul & Associates, LLC | 0.33% | Reduce -1.5% | 17,007 | $858K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 17,000 | $858K |
| Pinion Investment Advisors, LLC | 0.43% | Reduce -25.2% | 16,978 | $857K |
| Realta Investment Advisors | 0.17% | Add +0.4% | 16,864 | $851K |
| Key Client Fiduciary Advisors, LLC | 0.43% | Add +0.0% | 16,834 | $850K |
| Horan Capital Advisors, LLC. | 0.30% | Reduce -3.3% | 16,733 | $844K |
| WFA of San Diego, LLC | 0.76% | — | 16,670 | $841K |
| Cherry Tree Wealth Management, LLC | 0.21% | Reduce -0.6% | 16,593 | $837K |
| World Investment Advisors | 0.05% | Add +118.4% | 16,573 | $836K |
| 5th Street Advisors, LLC | 0.44% | Add +20.4% | 16,514 | $833K |
| Relative Value Partners Group, LLC | 0.11% | New | 16,363 | $826K |
| Lake Street Private Wealth, LLC | 0.11% | Add +0.7% | 16,363 | $826K |
| Waterloo Capital, L.P. | 0.10% | Reduce -1.9% | 16,328 | $824K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -19.3% | 16,230 | $819K |
| Eagle Rock Investment Company, LLC | 0.15% | No change | 16,182 | $817K |
| TFG Advisers LLC | 0.31% | Add +212.4% | 15,796 | $797K |
| McAdam, LLC | 0.05% | Reduce -21.8% | 15,639 | $789K |
| Princeton Global Asset Management LLC | 0.17% | Add +0.7% | 15,263 | $770K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -15.1% | 15,143 | $764K |
| Sterling Investment Advisors, Ltd. | 0.20% | Reduce -5.4% | 15,015 | $758K |
| Evanson Asset Management, LLC | 0.06% | No change | 15,000 | $757K |
| Moloney Securities Asset Management, LLC | 0.11% | Reduce -1.2% | 14,970 | $756K |
| Parsons Capital Management Inc. | 0.05% | Reduce -1.7% | 14,813 | $748K |
| Confluence Wealth Services, Inc. | 0.06% | Add +13.2% | 14,484 | $731K |
| Brady Family Wealth, LLC | 0.23% | Add +22.9% | 14,398 | $727K |
| Spectrum Wealth Counsel, LLC | 0.09% | No change | 14,376 | $726K |
| Regatta Capital Group, LLC | 0.16% | Add +13.0% | 14,290 | $721K |
| Acima Private Wealth, LLC | 0.26% | No change | 14,273 | $720K |
| National Bank of Canada | 0.00% | Add +646.2% | 14,141 | $714K |
| Catalyst Private Wealth, LLC | 0.38% | No change | 14,087 | $711K |
| Ethos Financial Group, LLC | 0.13% | Reduce -77.0% | 14,054 | $709K |
| First Heartland Consultants, Inc. | 0.07% | Add +34.1% | 14,035 | $708K |
| Hixon Zuercher, LLC | 0.30% | Add +73.0% | 14,012 | $707K |
| Condor Capital Management | 0.07% | Reduce -17.4% | 13,896 | $701K |
| Wedbush Securities Inc. | 0.02% | Reduce -17.6% | 13,791 | $696K |
| Core Wealth Advisors, Inc. | 0.24% | Add +1.3% | 13,728 | $693K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -2.1% | 13,401 | $676K |
| Montecito Bank & Trust | 0.14% | Reduce -50.2% | 13,312 | $672K |
| Alhambra Investment Management LLC | 0.37% | Reduce -3.6% | 13,310 | $672K |
| Strategies Wealth Advisors, LLC | 0.10% | Add +113.8% | 13,067 | $660K |
| Fiduciary Alliance LLC | 0.11% | Add +14.0% | 13,077 | $657K |
| Headlands Technologies LLC | 0.07% | New | 12,943 | $653K |
| CAP Partners, LLC | 0.53% | Add +19.1% | 12,898 | $651K |
| Venture Visionary Partners LLC | 0.03% | New | 12,800 | $646K |
| Brooks, Moore & Associates, Inc. | 0.41% | Reduce -7.3% | 12,680 | $640K |
| Empirical Asset Management, LLC | 0.24% | New | 12,633 | $638K |
| Total Clarity Wealth Management, Inc. | 0.22% | Add +59.8% | 12,565 | $634K |
| Tobias Financial Advisors, Inc. | 0.14% | Reduce -0.3% | 12,530 | $632K |
| Redwood Financial Network Corp | 0.53% | Reduce -13.1% | 12,497 | $631K |
| Nwam LLC | 0.19% | Add +9.0% | 12,496 | $631K |
| Brown Advisory Inc. | 0.00% | Add +13.2% | 12,476 | $630K |
| OneAscent Financial Services LLC | 0.09% | New | 12,418 | $627K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 12,406 | $626K |
| WealthShield Partners, LLC | 0.09% | Add +0.4% | 12,313 | $621K |
| SYM FINANCIAL Corp | 0.10% | Reduce -54.7% | 12,294 | $620K |
| Roman Butler Fullerton & Co. | 0.20% | Add +1.1% | 12,282 | $619K |
| Raymond James Trust N.A. | 0.01% | Add +1.2% | 12,222 | $617K |
| Pallas Capital Advisors LLC | 0.03% | No change | 12,204 | $616K |
| Regal Investment Advisors LLC | 0.04% | Reduce -5.3% | 12,194 | $615K |
| CPR Investments Inc. | 0.51% | New | 12,179 | $615K |
| Access Financial Services, Inc. | 0.28% | Add +1.3% | 12,173 | $614K |
| Lifestyle Asset Management, Inc. | 0.35% | Reduce -2.6% | 12,027 | $607K |
| Investment Partners Asset Management, Inc. | 0.54% | No change | 12,024 | $607K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +129.8% | 11,945 | $603K |
| Thompson Davis & Co., Inc. | 0.51% | Add +55.8% | 11,613 | $586K |
| Journey Strategic Wealth LLC | 0.02% | Add +12.9% | 11,524 | $582K |
| SPC Financial, Inc. | 0.05% | Reduce -14.7% | 11,396 | $575K |
| SignalPoint Asset Management, LLC | 0.15% | Reduce -0.9% | 11,310 | $571K |
| RFG Advisory, LLC | 0.02% | New | 11,291 | $570K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -51.8% | 11,280 | $569K |
| StoneCrest Wealth Management, Inc. | 0.43% | Reduce -21.6% | 11,273 | $569K |
| Prossimo Advisors, LLC | 0.51% | No change | 11,248 | $568K |
| Resurgent Financial Advisors LLC | 0.35% | Add +15.8% | 11,166 | $564K |
| Avaii Wealth Management, LLC | 0.31% | Add +4.3% | 11,032 | $557K |
| RVW Wealth, LLC | 0.06% | Reduce -29.0% | 11,002 | $555K |
| Transform Wealth, LLC | 0.04% | Add +1.9% | 10,917 | $551K |
| Drive Wealth Management, LLC | 0.15% | Reduce -13.2% | 10,891 | $550K |
| Trivium Point Advisory, LLC | 0.08% | New | 10,853 | $548K |
| Sowa Financial Group, Inc. | 0.41% | Reduce -35.0% | 10,836 | $547K |
| Baker Ellis Asset Management LLC | 0.08% | Reduce -12.2% | 10,812 | $546K |
| Zimmermann Investment Management & Planning LLC | 0.18% | Reduce -72.1% | 10,777 | $544K |
| Saxony Capital Management, LLC | 0.59% | New | 10,715 | $541K |
| Atwood & Palmer Inc. | 0.04% | No change | 10,625 | $536K |
| Prosperity Wealth Management, Inc. | 0.26% | Reduce -49.0% | 10,456 | $528K |
| Legacy Capital Wealth Partners, LLC | 0.13% | New | 10,300 | $520K |
| Wintrust Investments LLC | 0.04% | Add +28.2% | 10,278 | $519K |
| Masso Torrence Wealth Management Inc. | 0.28% | Reduce -2.1% | 10,168 | $513K |
| Bleakley Financial Group, LLC | 0.01% | Add +60.8% | 10,103 | $510K |
| Simplicity Wealth,LLC | 0.01% | Add +60.8% | 10,103 | $510K |
| Family Investment Center, Inc. | 0.15% | Reduce -14.1% | 10,091 | $509K |
| Horizon Financial Services, LLC | 0.32% | Reduce -19.1% | 10,026 | $506K |
| Gratus Capital, LLC | 0.02% | Reduce -2.7% | 9,898 | $500K |
| Middleton & Co. Inc. | 0.06% | New | 9,807 | $495K |
| Guerra Pan Advisors, LLC | 0.41% | No change | 9,776 | $493K |
| Gradient Investments LLC | 0.01% | Add +10516.3% | 9,767 | $493K |
| Csenge Advisory Group | 0.03% | Reduce -11.8% | 9,758 | $492K |
| 49 Wealth Management, LLC | 0.10% | Reduce -40.5% | 9,701 | $487K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -37.3% | 9,597 | $484K |
| Robertson Stephens Wealth Management, LLC | 0.03% | No change | 9,576 | $483K |
| Kathleen S. Wright Associates Inc. | 0.22% | Add +2.2% | 9,513 | $480K |
| New England Private Wealth Advisors LLC | 0.08% | New | 9,513 | $480K |
| World Equity Group, Inc. | 0.14% | New | 9,505 | $480K |
| BCGM Wealth Management, LLC | 0.17% | Reduce -19.3% | 9,484 | $479K |
| National Wealth Management Group, LLC | 0.36% | Reduce -27.9% | 9,426 | $476K |
| Transcend Capital Advisors, LLC | 0.03% | Add +69.6% | 9,310 | $470K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +8.9% | 9,284 | $469K |
| Executive Wealth Management, LLC | 0.09% | Add +5.3% | 9,193 | $464K |
| Park Avenue Securities LLC | 0.01% | Add +78.6% | 9,169 | $463K |
| Leo Wealth, LLC | 0.05% | Reduce -62.7% | 9,091 | $457K |
| Epic Trust Investment Advisors, LLC | 0.50% | Reduce -20.8% | 9,035 | $456K |
| Patten & Patten Inc. | 0.03% | Reduce -3.2% | 9,001 | $454K |
| InTrack Investment Management Inc | 0.32% | Add +2.4% | 8,992 | $454K |
| Atlas Capital Advisors Inc. | 0.06% | New | 8,983 | $453K |
| L & S Advisors Inc | 0.06% | New | 8,931 | $451K |
| Ashton Thomas Securities, LLC | 0.11% | — | 20,710 | $444K |
| Stratos Investment Management, LLC | 0.04% | Add +28.7% | 8,720 | $440K |
| Life Line Wealth Management LLC | 0.17% | Add +1.3% | 8,708 | $440K |
| Strategic Financial Concepts, LLC | 0.25% | Add +1741.6% | 343,626 | $437K |
| NewSquare Capital LLC | 0.04% | Add +12.8% | 8,619 | $435K |
| Fluent Financial, LLC | 0.22% | New | 8,578 | $433K |
| Cadence Bank | 0.03% | Add +2.4% | 8,493 | $429K |
| Summit Place Financial Advisors, LLC | 0.25% | Add +48.9% | 8,458 | $427K |
| Pathway Financial Advisors LLC | 0.12% | Reduce -10.2% | 8,447 | $426K |
| Andrew Hill Investment Advisors, Inc. | 0.35% | Reduce -1.1% | 8,400 | $424K |
| Slagle Financial, LLC | 0.22% | Reduce -2.2% | 8,309 | $419K |
| Two Sigma Securities, LLC | 0.02% | New | 8,197 | $414K |
| Lee Financial Co | 0.07% | No change | 8,169 | $412K |
| Mittelman Wealth Management | 0.27% | Reduce -13.2% | 8,144 | $411K |
| ETF Store, Inc. | 0.42% | Reduce -34.1% | 8,041 | $406K |
| Capital Planning Advisors, LLC | 0.07% | No change | 8,035 | $406K |
| Mendel Money Management | 0.19% | No change | 8,030 | $405K |
| Summa Corp. | 0.20% | No change | 8,000 | $404K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +0.1% | 7,925 | $400K |
| NBT Bank, N.A. | 0.03% | Reduce -4.4% | 7,920 | $400K |
| Beese Fulmer Investment Management, Inc. | 0.04% | Reduce -3.1% | 7,850 | $396K |
| BlackDiamond Wealth Management, LLC | 0.26% | Add +14.5% | 7,767 | $392K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.5% | 7,748 | $391K |
| Sunflower Bank, N.A. | 0.09% | No change | 7,725 | $390K |
| Oak Hill Wealth Advisors, LLC | 0.12% | — | 7,638 | $385K |
| GEM Asset Management, LLC | 0.24% | No change | 7,600 | $384K |
| BKM Wealth Management, LLC | 0.18% | Reduce -0.5% | 7,585 | $383K |
| KWB Wealth | 0.05% | No change | 7,556 | $381K |
| Moors & Cabot, Inc. | 0.02% | Reduce -35.0% | 7,520 | $380K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 7,500 | $379K |
| Accurate Wealth Management, LLC | 0.09% | New | 7,422 | $374K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -6.3% | 7,416 | $374K |
| Aull & Monroe Investment Management Corp | 0.18% | Reduce -18.8% | 7,284 | $368K |
| Prentice Wealth Management LLC | 0.12% | Reduce -47.3% | 7,166 | $362K |
| Safeguard Investment Advisory Group, LLC | 0.11% | New | 7,149 | $361K |
| Twelve Points Wealth Management LLC | 0.13% | Reduce -25.2% | 7,136 | $360K |
| Benchmark Financial Wealth Advisors, LLC | 0.13% | Add +1.3% | 7,098 | $358K |
| FMA Wealth Management, LLC | 0.29% | New | 7,048 | $356K |
| Fortis Group Advisors, LLC | 0.07% | New | 7,036 | $355K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 6,984 | $352K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -48.5% | 6,897 | $348K |
| Ascent Group, LLC | 0.03% | Reduce -6.0% | 6,710 | $339K |
| Private Wealth Strategies, L.L.C. | 0.07% | Add +1.3% | 6,651 | $336K |
| Alliancebernstein L.P. | 0.00% | New | 6,625 | $334K |
| Cibc World Market Inc. | 0.00% | Reduce -22.5% | 6,566 | $331K |
| Gries Financial LLC | 0.07% | Reduce -69.8% | 6,530 | $330K |
| Clear Point Advisors Inc. | 0.27% | Reduce -6.2% | 6,513 | $329K |
| Smith, Moore & Co. | 0.03% | Reduce -34.8% | 6,470 | $327K |
| Ironvine Capital Partners, LLC | 0.04% | No change | 6,441 | $325K |
| Security Financial Services, INC. | 0.07% | Reduce -0.8% | 6,433 | $325K |
| Glenview Trust Co | 0.01% | Reduce -0.2% | 6,428 | $324K |
| Etesian Wealth Advisors, Inc. | 0.18% | Add +3.5% | 6,387 | $322K |
| GYL Financial Synergies, LLC | 0.02% | Add +14.1% | 6,360 | $321K |
| Opes Wealth Management LLC | 0.07% | Reduce -30.4% | 6,350 | $320K |
| Haverford Trust Co | 0.00% | No change | 6,350 | $320K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -9.0% | 6,301 | $318K |
| Agate Pass Investment Management, LLC | 0.17% | Reduce -14.9% | 6,284 | $317K |
| Bank of Nova Scotia | 0.00% | New | 6,232 | $315K |
| Client First Investment Management LLC | 0.24% | Add +14.8% | 6,208 | $313K |
| Mosaic Advisors LLC | 0.25% | Add +1.3% | 6,203 | $313K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -18.2% | 6,204 | $313K |
| Merit Financial Group, LLC | 0.01% | Reduce -27.8% | 6,178 | $312K |
| Dudley Capital Management, LLC | 0.17% | Add +0.9% | 6,100 | $308K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.6% | 6,098 | $308K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -7.8% | 6,090 | $307K |
| StoneX Group Inc. | 0.02% | Add +19.7% | 6,085 | $307K |
| WealthPLAN Partners, LLC | 0.03% | Reduce -4.3% | 6,054 | $306K |
| Fisher Asset Management | 0.00% | New | 6,038 | $305K |
| Gemmer Asset Management LLC | 0.03% | No change | 6,000 | $303K |
| Summit Trail Advisors, LLC | 0.01% | Add +1.6% | 5,971 | $301K |
| Headinvest, LLC | 0.06% | Reduce -32.8% | 5,836 | $295K |
| Inscription Capital, LLC | 0.05% | Add +6.0% | 5,780 | $292K |
| Level Four Advisory Services, LLC | 0.01% | New | 5,769 | $291K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -40.4% | 5,739 | $290K |
| SteelPeak Wealth, LLC | 0.01% | Add +2.9% | 5,740 | $290K |
| McIlrath & Eck, LLC | 0.04% | Add +1.1% | 5,727 | $289K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -2.0% | 5,622 | $284K |
| Redmont Wealth Advisors LLC | 0.45% | Add +86.0% | 5,579 | $282K |
| Indie Asset Partners, LLC | 0.22% | Add +0.7% | 5,562 | $281K |
| TrueMark Investments, LLC | 0.10% | New | 5,508 | $278K |
| Kathmere Capital Management, LLC | 0.03% | Reduce -0.7% | 5,447 | $275K |
| Visionary Wealth Advisors | 0.02% | Reduce -37.1% | 5,443 | $275K |
| Lion Street Advisors, LLC | 0.10% | Add +8.0% | 5,405 | $273K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -48.2% | 5,381 | $272K |
| Koshinski Asset Management, Inc. | 0.03% | New | 5,388 | $271K |
| Verus Capital Partners, LLC | 0.03% | Reduce -8.4% | 5,341 | $270K |
| Ellis Investment Partners, LLC | 0.06% | Reduce -33.3% | 5,332 | $269K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.6% | 5,323 | $269K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -1.1% | 5,321 | $269K |
| Adamsbrown Wealth Consultants LLC | 0.10% | New | 5,308 | $268K |
| Brown Brothers Harriman & Co. | 0.00% | New | 5,245 | $265K |
| Alpha Omega Group, Inc. | 0.33% | Add +6.5% | 5,233 | $264K |
| Everpar Advisors LLC | 0.13% | No change | 5,210 | $263K |
| Kintra Wealth, LLC | 0.18% | Reduce -7.2% | 5,100 | $257K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.6% | 5,084 | $257K |
| Asset Allocation Strategies LLC | 0.08% | Add +21.5% | 5,005 | $253K |
| CW Advisors, LLC | 0.00% | Reduce -26.0% | 4,999 | $252K |
| Concorde Asset Management, LLC | 0.16% | New | 4,993 | $252K |
| Avior Wealth Management, LLC | 0.01% | Reduce -79.7% | 4,963 | $250K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 4,963 | $250K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -69.3% | 4,955 | $250K |
| Old Mission Capital LLC | 0.01% | Reduce -95.3% | 4,900 | $247K |
| Harvest Investment Services, LLC | 0.10% | Add +16.5% | 4,882 | $246K |
| Forbes J M & Co. LLP | 0.03% | No change | 4,842 | $244K |
| Terril Brothers, Inc. | 0.09% | No change | 4,800 | $242K |
| Compound Planning, Inc. | 0.02% | Reduce -43.2% | 4,788 | $242K |
| Hart & Patterson Financial Group LLC | 0.12% | Add +0.7% | 4,724 | $238K |
| NFSG Corp | 0.09% | Reduce -44.4% | 4,716 | $238K |
| Proffitt & Goodson Inc. | 0.04% | Reduce -2.0% | 4,691 | $237K |
| Source Financial Advisors LLC | 0.07% | Reduce -52.3% | 4,685 | $236K |
| IFG Advisors, LLC | 0.06% | No change | 4,670 | $236K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $234K |
| Morris Financial Concepts, Inc. | 0.11% | Reduce -6.3% | 4,618 | $233K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 4,596 | $232K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -32.6% | 4,569 | $231K |
| Curi Capital, LLC | 0.01% | Reduce -10.1% | 4,514 | $228K |
| Fullcircle Wealth LLC | 0.11% | — | 4,487 | $227K |
| Aveo Capital Partners, LLC | 0.03% | Reduce -24.5% | 4,451 | $225K |
| Larson Financial Group LLC | 0.02% | Add +64.2% | 4,444 | $224K |
| Journey Advisory Group, LLC | 0.03% | Reduce -65.1% | 4,423 | $223K |
| Pinnacle Financial Partners Inc | 0.00% | Add +5.2% | 4,366 | $220K |
| Diversified Portfolios, Inc. | 0.03% | New | 4,362 | $220K |
| SpiderRock Advisors, LLC | 0.01% | New | 4,357 | $220K |
| Financial Strategies Group, Inc. | 0.05% | Reduce -19.3% | 4,326 | $218K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -17.4% | 4,310 | $218K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -17.4% | 4,310 | $218K |
| Davis R M Inc. | 0.00% | New | 4,300 | $217K |
| Inspire Advisors, LLC | 0.03% | New | 4,270 | $216K |
| Plan Group Financial, LLC | 0.13% | Reduce -3.1% | 4,229 | $213K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 4,207 | $212K |
| Five Oceans Advisors | 0.11% | Add +1.6% | 4,202 | $212K |
| Gallagher Fiduciary Advisors, LLC | 0.05% | New | 4,197 | $212K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 4,172 | $211K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $210K |
| Advocate Group LLC | 0.04% | New | 4,130 | $208K |
| Regions Financial Corp. | 0.00% | Reduce -16.4% | 4,124 | $208K |
| Kraematon Investment Advisors, Inc. | 0.21% | Add +0.3% | 4,091 | $206K |
| Westbourne Investment Advisors, Inc. | 0.07% | Reduce -15.1% | 4,075 | $206K |
| Muirfield Wealth Advisors LLC | 0.19% | New | 4,027 | $203K |
| Financial Alternatives, Inc | 0.15% | 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 |
| Modern Wealth Management, LLC | 0.01% | New | 3,980 | $201K |
| Barrett & Company, Inc. | 0.08% | No change | 3,675 | $185K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.4% | 3,592 | $181K |
| NorthRock Partners, LLC | 0.01% | Reduce -28.7% | 3,499 | $177K |
| Iron Horse Wealth Management, LLC | 0.07% | Reduce -3.5% | 3,388 | $171K |
| St Germain D J Co. Inc. | 0.01% | Add +5990.9% | 3,350 | $169K |
| Family Capital Trust Co | 0.05% | New | 3,287 | $166K |
| Orion Capital Management LLC | 0.09% | Reduce -27.7% | 3,217 | $162K |
| First Horizon Advisors, Inc. | 0.00% | Add +18.5% | 3,200 | $162K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -16.1% | 3,020 | $152K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.1% | 2,735 | $138K |
| Annapolis Financial Services, LLC | 0.04% | New | 2,648 | $134K |
| Fairway Wealth LLC | 0.07% | No change | 2,490 | $126K |
| Heck Capital Advisors, LLC | 0.02% | Add +4.7% | 2,420 | $122K |
| Elevation Wealth Partners, LLC | 0.06% | No change | 2,339 | $117K |
| Clearstead Advisors, LLC | 0.00% | New | 2,261 | $114K |
| HM Payson & Co. | 0.00% | Reduce -94.4% | 2,092 | $106K |
| Acropolis Investment Management, LLC | 0.01% | Add +0.4% | 2,080 | $105K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -2.8% | 2,071 | $105K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,033 | $102K |
| Abich Financial Wealth Management LLC | 0.07% | New | 1,994 | $101K |
| Main Management LLC | 0.01% | No change | 1,959 | $99K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,891 | $95K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,822 | $92K |
| Archer Investment Corp | 0.03% | No change | 1,802 | $91K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -52.1% | 1,736 | $88K |
| Cornerstone Planning Group LLC | 0.02% | Add +21187.5% | 1,703 | $86K |
| MidAtlantic Capital Management, Inc. | 0.07% | Reduce -9.6% | 1,635 | $83K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +67.2% | 1,538 | $78K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,497 | $76K |
| PSI Advisors, LLC | 0.02% | No change | 1,410 | $71K |
| Eagle Bay Advisors LLC | 0.04% | No change | 1,386 | $70K |
| Lynx Investment Advisory | 0.05% | — | 1,373 | $69K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -23.5% | 1,300 | $66K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,280 | $65K |
| Security National Bank | 0.01% | Reduce -86.3% | 1,271 | $64K |
| Activest Wealth Management | 0.02% | No change | 1,197 | $60K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +115900.0% | 1,160 | $59K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $52K |
| Central Bank & Trust Co. | 0.01% | New | 1,000 | $50K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $50K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.6% | 993 | $50K |
| Signature Resources Capital Management, LLC | 0.04% | Reduce -2.0% | 973 | $49K |
| Lanark Financial, Inc. | 0.00% | No change | 940 | $47K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -51.7% | 927 | $47K |
| Key Financial Inc | 0.01% | Reduce -46.8% | 910 | $46K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 900 | $45K |
| Coppell Advisory Solutions LLC | 0.01% | — | 875 | $44K |
| Hanson & Doremus Investment Management | 0.01% | No change | 881 | $44K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -74.2% | 864 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| Investors Research Corp | 0.01% | New | 828 | $42K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| Painted Porch Advisors LLC | 0.02% | New | 766 | $39K |
| Perritt Capital Management Inc | 0.02% | Add +1.4% | 726 | $37K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.7% | 724 | $37K |
| Liberty Wealth Management LLC | 0.01% | New | 35,127 | $35K |
| Mendota Financial Group, LLC | 0.02% | No change | 668 | $34K |
| Triad Wealth Partners, LLC | 0.02% | New | 638 | $32K |
| Evermay Wealth Management LLC | 0.01% | Reduce -3.2% | 634 | $32K |
| Arvest Investments, Inc. | 0.01% | Reduce -58.9% | 612 | $31K |
| Hershey Financial Advisers, LLC | 0.03% | — | 603 | $30K |
| LRI Investments, LLC | 0.00% | New | 600 | $30K |
| Wagner Wealth Management, LLC | 0.01% | New | 587 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -23.0% | 565 | $29K |
| First Pacific Financial | 0.01% | Reduce -8.0% | 538 | $27K |
| Global Trust Asset Management, LLC | 0.01% | No change | 533 | $27K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 500 | $25K |
| Tucker Asset Management LLC | 0.00% | Add +0.7% | 422 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 414 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.2% | 409 | $21K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 399 | $20K |
| Hilltop National Bank | 0.01% | No change | 391 | $20K |
| Sound Income Strategies, LLC | 0.00% | Add +0.6% | 338 | $17K |
| PrairieView Partners, LLC | 0.00% | Add +14.0% | 318 | $16K |
| CGC Financial Services, LLC | 0.01% | Reduce -33.4% | 305 | $15K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| Caitlin John, LLC | 0.01% | New | 200 | $10K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -43.7% | 169 | $9K |
| JDM Financial Group LLC | 0.01% | No change | 164 | $8K |
| Penserra Capital Management LLC | 0.00% | Add +3.3% | 157 | $8K |
| Mather Group, Llc. | 0.00% | New | 154 | $8K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 152 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +4.9% | 85 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 84 | $4K |
| Operose Advisors LLC | 0.00% | No change | 61 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $2K |
| Rakuten Securities, Inc. | 0.00% | Add +2900.0% | 30 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | New | 29 | $1K |
| Clarity Asset Management, Inc. | 0.00% | Add +3.9% | 27 | $1K |
| Trust Co | 0.00% | No change | 25 | $1K |
| Kelly Financial Services LLC | 0.00% | Reduce -99.9% | 21 | $1K |
| Great Lakes Retirement, Inc. | 0.00% | New | 19 | $978 |
| Rothschild Investment LLC | 0.00% | No change | 18 | $908 |
| Anfield Capital Management, LLC | 0.00% | Reduce -99.4% | 16 | $808 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $555 |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $454 |
| BBJS Financial Advisors, LLC | 0.00% | No change | 1 | $36 |
| New Millennium Group LLC | 0.00% | New | 1 | $31 |
| Abound Wealth Management | 0.00% | New | 1 | $27 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.