JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q3 2024 (September 30)978holders −10
62new positions
73sold out
5famous investors
$50.73avg. 13F price*
At the end of Q3 2024, 978 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, down 10 from Q2 2024. 62 opened new positions and 73 sold out. The largest holders were JPMorgan Chase & Co. ($3.7B), Morgan Stanley ($2.9B) and FMR LLC ($721.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $279.4M |
| Exits | 73 | $139.8M |
All 13F filers, Q2 2024 → Q3 2024: 36,834,845 shares bought and 15,997,280 shares sold, net +20,837,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 978 holders
| JPMorgan Chase & Co. | 0.30% | Add +26.1% | 73,544,853 | $3.7B |
| Morgan Stanley | 0.21% | Add +0.8% | 56,487,179 | $2.9B |
| FMR LLC | 0.04% | Reduce -2.2% | 14,227,625 | $721.9M |
| Bank of America Corp. | 0.06% | Reduce -5.0% | 13,681,002 | $694.2M |
| Charles Schwab Investment Management Inc. | 0.13% | Add +0.7% | 13,600,636 | $690.1M |
| LPL Financial LLC | 0.25% | Add +7.6% | 11,172,018 | $566.9M |
| UBS Group AG | 0.12% | Add +0.3% | 8,587,301 | $435.7M |
| HB Wealth Management, LLC | 4.05% | Reduce -3.6% | 7,478,647 | $377.1M |
| Wells Fargo & Company | 0.09% | Reduce -9.0% | 6,905,264 | $350.4M |
| Wealth Enhancement Advisory Services, LLC | 0.63% | Add +22.4% | 5,755,150 | $292.0M |
| Betterment LLC | 0.69% | Add +10.4% | 5,721,617 | $290.3M |
| Cerity Partners LLC | 0.40% | Add +9.4% | 3,570,373 | $181.2M |
| Royal Bank of Canada | 0.04% | Add +6.9% | 3,478,930 | $176.5M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -16.2% | 3,031,200 | $153.8M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +18.2% | 2,446,295 | $124.1M |
| Townsquare Capital LLC | 1.46% | Add +1.1% | 2,399,169 | $121.7M |
| Foster Dykema Cabot & Partners, LLC | 10.06% | Add +2.3% | 2,362,565 | $119.9M |
| Cetera Investment Advisers | 0.26% | Add +0.4% | 2,355,247 | $119.5M |
| Osaic Holdings, Inc. | 0.26% | Add +1.9% | 2,304,725 | $117.0M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Add +2.5% | 2,258,004 | $114.6M |
| Spire Wealth Management | 3.46% | Add +33.5% | 2,023,700 | $102.7M |
| Commonwealth Equity Services, LLC | 0.13% | Add +0.1% | 1,738,622 | $88.2M |
| Cambridge Investment Research Advisors, Inc. | 0.30% | Add +13.6% | 1,732,566 | $87.9M |
| Bridgewater Advisors Inc. | 9.17% | Add +4.0% | 1,729,003 | $87.5M |
| Quadrant Capital Group LLC | 5.96% | Add +10.8% | 1,690,038 | $85.8M |
| NorthCoast Asset Management LLC | 0.60% | Add +46.4% | 1,683,408 | $84.7M |
| Renaissance Technologies | 0.13% | Add +6.9% | 1,647,900 | $83.6M |
| Cornerstone Management, Inc. | 16.74% | Add +11.2% | 1,581,148 | $80.2M |
| Ancora Advisors LLC | 1.82% | Add +23.1% | 1,579,626 | $80.2M |
| Equitable Holdings, Inc. | 0.76% | Add +82.5% | 1,537,950 | $78.0M |
| Stifel Financial Corp. | 0.08% | Add +4.6% | 1,499,343 | $76.1M |
| Legacy Wealth Management, LLC | 4.54% | Add +2.8% | 1,381,600 | $70.1M |
| Signaturefd, LLC | 1.33% | Reduce -21.5% | 1,376,744 | $69.9M |
| Assetmark, Inc. | 0.18% | Add +2.5% | 1,266,369 | $64.3M |
| Ameriprise Financial Inc. | 0.02% | Add +40.6% | 1,173,318 | $59.6M |
| Sei Investments Co. | 0.07% | Reduce -0.9% | 1,090,854 | $55.3M |
| Cwm, LLC | 0.23% | Reduce -1.6% | 1,043,850 | $53.0M |
| United Capital Financial Advisors, LLC | 0.43% | Add +0.8% | 1,040,015 | $52.8M |
| Members Capital Advisors Inc. | 58.40% | No change | 1,000,000 | $50.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.10% | New | 1,000,000 | $50.7M |
| Axxcess Wealth Management, LLC | 1.28% | Reduce -12.1% | 997,682 | $50.6M |
| Temasek Holdings (Private) Ltd | 0.20% | New | 986,900 | $50.1M |
| Peterson Wealth Advisors, LLC | 9.07% | Reduce -3.0% | 946,435 | $48.0M |
| MML Investors Services, LLC | 0.17% | Add +18.5% | 943,195 | $47.9M |
| Fifth Third Bancorp | 0.17% | Add +5.5% | 942,764 | $47.8M |
| Raymond James & Associates | 0.03% | Reduce -9.2% | 900,715 | $45.7M |
| Acorns Advisers, LLC | 0.45% | Add +2.7% | 900,074 | $45.7M |
| N.E.W. Advisory Services LLC | 4.44% | Add +10.7% | 887,605 | $45.0M |
| BlackRock, Inc. | 0.00% | — | 886,001 | $45.0M |
| McMorgan & Co. LLC | 6.73% | Add +23.0% | 861,119 | $43.7M |
| Econ Financial Services Corp | 24.44% | New | 860,910 | $43.7M |
| Mgo One Seven LLC | 1.88% | Add +18.3% | 854,267 | $43.3M |
| Great Valley Advisor Group, Inc. | 1.03% | Add +60.1% | 829,133 | $42.1M |
| Private Advisor Group, LLC | 0.25% | Reduce -0.2% | 808,714 | $41.0M |
| Badgley Phelps Wealth Managers, LLC | 0.93% | Add +1.9% | 784,976 | $39.8M |
| BNP Paribas Financial Markets | 0.04% | Add +41.2% | 784,410 | $39.8M |
| Alpha Omega Wealth Management LLC | 7.09% | Add +0.3% | 761,412 | $38.6M |
| Stephens Inc. | 0.54% | Reduce -5.3% | 754,328 | $38.3M |
| Rock Creek Group LLC | 4.26% | Add +1.7% | 733,134 | $37.2M |
| Captrust Financial Advisors | 0.11% | Add +5.4% | 725,852 | $36.8M |
| Kestra Advisory Services, LLC | 0.20% | Add +16.4% | 725,333 | $36.8M |
| Avantax Advisory Services, Inc. | 0.24% | Reduce -29.8% | 708,238 | $35.9M |
| Valmark Advisers, Inc. | 0.56% | Add +6.2% | 703,059 | $35.7M |
| Greenwood Gearhart LLC | 2.67% | Add +5.7% | 632,978 | $32.1M |
| Synovus Financial Corp. | 0.37% | Add +80.4% | 623,010 | $31.6M |
| Financial Management Professionals, Inc. | 3.86% | Add +8.1% | 612,547 | $31.1M |
| Rosenberg Matthew Hamilton | 7.99% | Add +10.4% | 601,785 | $30.5M |
| Fairview Capital Investment Management, LLC | 1.62% | Add +2.5% | 592,143 | $30.0M |
| Great Point Wealth Advisors, LLC | 6.34% | Add +1.1% | 584,862 | $29.7M |
| Phoenix Wealth Advisors | 13.75% | Add +1244.8% | 583,667 | $29.6M |
| Bramshill Investments, LLC | 3.23% | No change | 580,797 | $29.5M |
| Appleton Partners Inc. | 2.16% | Reduce -3.8% | 578,858 | $29.4M |
| Flaharty Asset Management, LLC | 3.96% | Add +0.8% | 555,028 | $28.2M |
| Sollinda Capital Management LLC | 7.93% | Reduce -0.6% | 554,041 | $28.1M |
| Cresset Asset Management, LLC | 0.11% | Add +3.5% | 538,199 | $27.3M |
| Beacon Bank & Trust | 6.28% | Add +2.8% | 527,703 | $26.8M |
| Norden Group LLC | 3.15% | Add +152.8% | 526,055 | $26.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +0.6% | 524,400 | $26.6M |
| Verum Partners LLC | 7.65% | Add +7.7% | 513,060 | $26.0M |
| Peapack Gladstone Financial Corp. | 0.37% | Add +7.0% | 503,296 | $25.5M |
| Trustmark Bank Trust Department | 1.91% | Reduce -0.1% | 498,676 | $25.3M |
| Soltis Investment Advisors LLC | 2.47% | Reduce -7.2% | 497,822 | $25.3M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -7.0% | 497,250 | $25.2M |
| Beacon Investment Advisory Services, Inc. | 1.04% | Add +3.2% | 493,907 | $25.1M |
| Simplify Asset Management Inc. | 1.72% | New | 493,580 | $25.0M |
| Capital Asset Advisory Services LLC | 1.25% | Add +17.1% | 493,552 | $24.9M |
| Mariner, LLC | 0.04% | Reduce -4.2% | 490,700 | $24.9M |
| SkyOak Wealth, LLC | 5.50% | Add +6.0% | 489,771 | $24.9M |
| American Trust | 2.03% | Reduce -2.2% | 484,892 | $24.6M |
| Bryn Mawr Trust Advisors, LLC | 1.31% | Reduce -1.6% | 477,708 | $24.2M |
| Highline Wealth Partners LLC | 7.94% | Add +49.8% | 467,829 | $23.7M |
| Flagship Harbor Advisors, LLC | 1.29% | Add +24.9% | 463,500 | $23.5M |
| Financial Planning & Information Services, Inc. | 3.22% | Reduce -27.1% | 460,079 | $23.3M |
| Franklin Resources Inc. | 0.01% | Add +1.5% | 456,509 | $23.1M |
| Hudock, Inc. | 3.96% | Add +67.5% | 451,867 | $22.9M |
| Evensky & Katz LLC | 1.49% | Reduce -0.2% | 451,442 | $22.9M |
| Donoghue Forlines LLC | 6.53% | New | 451,326 | $22.9M |
| Allworth Financial LP | 0.14% | Reduce -0.4% | 450,263 | $22.8M |
| Clarus Group, Inc. | 9.51% | Add +4.0% | 443,985 | $22.5M |
| Naviter Wealth, LLC | 3.09% | Reduce -0.7% | 436,979 | $22.2M |
| Obsidian Cio, LLC | 4.65% | Add +44.8% | 436,765 | $22.2M |
| Weatherly Asset Management L. P. | 1.91% | Add +1.5% | 430,572 | $21.8M |
| San Luis Wealth Advisors LLC | 4.49% | Add +10.6% | 428,838 | $21.8M |
| Ironwood Wealth Management, Inc. | 10.65% | Add +2.5% | 430,656 | $21.7M |
| StrongBox Wealth, LLC | 9.07% | Add +0.2% | 417,378 | $21.2M |
| AE Wealth Management LLC | 0.19% | Reduce -50.5% | 415,209 | $21.1M |
| Endurance Services Ltd | 3.53% | New | 415,000 | $21.1M |
| Thomasville National Bank | 1.56% | Reduce -1.6% | 414,046 | $21.0M |
| Portside Wealth Group, LLC | 3.54% | Add +2.0% | 408,625 | $20.7M |
| Mascoma Wealth Management LLC | 5.13% | Add +2.5% | 406,096 | $20.6M |
| Requisite Capital Management, LLC | 4.29% | Add +5.7% | 404,575 | $20.5M |
| Cooper Financial Group | 2.64% | Add +18.8% | 401,426 | $20.4M |
| Capital Investment Advisory Services, LLC | 1.93% | Reduce -14.3% | 400,072 | $20.3M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -8.1% | 399,778 | $20.3M |
| Harbour Investments, Inc. | 0.61% | Reduce -7.5% | 399,618 | $20.3M |
| NewEdge Advisors, LLC | 0.13% | Add +12.4% | 394,360 | $20.0M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -8.9% | 393,653 | $19.9M |
| Legacy Capital Group California, Inc. | 6.51% | Add +109.9% | 385,660 | $19.6M |
| Cynosure Group, LLC | 2.83% | Reduce -1.4% | 382,032 | $19.4M |
| IFP Advisors, Inc | 0.70% | Reduce -3.8% | 380,050 | $19.3M |
| IMZ Advisory Inc | 8.90% | Add +6.8% | 381,203 | $19.2M |
| McCarthy Asset Management, Inc. | 11.96% | Add +0.5% | 379,152 | $19.2M |
| Paradigm, Strategies in Wealth Management, LLC | 12.42% | Reduce -32.1% | 376,348 | $19.1M |
| Arbor Investment Advisors, LLC | 2.51% | Add +3.0% | 373,447 | $18.9M |
| Schwallier Wealth Management LLC | 13.16% | Add +19.3% | 362,443 | $18.4M |
| Roof Eidam Maycock Peralta, LLC | 4.68% | Add +35.0% | 362,416 | $18.4M |
| Summit Wealth Partners, LLC | 3.52% | Add +2.2% | 360,529 | $18.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Reduce -0.7% | 356,341 | $18.1M |
| Ameritas Advisory Services, LLC | 0.75% | Reduce -46.4% | 342,196 | $17.4M |
| Roberts Wealth Advisors, LLC | 5.57% | Add +4.3% | 341,115 | $17.2M |
| AdvisorNet Financial, Inc | 1.28% | Add +26.4% | 336,881 | $17.1M |
| Waverly Advisors, LLC | 0.31% | Reduce -0.6% | 328,615 | $16.7M |
| Three Seasons Wealth, LLC | 8.70% | New | 325,887 | $16.5M |
| Frisch Financial Group, Inc. | 4.95% | Reduce -46.5% | 324,530 | $16.5M |
| REDW Wealth LLC | 4.21% | Add +16.6% | 323,618 | $16.4M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -4.5% | 316,320 | $16.1M |
| Morningstar Investment Services LLC | 0.16% | Add +5.3% | 313,549 | $15.9M |
| Citizens Financial Group Inc. | 0.32% | Reduce -7.3% | 311,554 | $15.8M |
| White Wing Wealth Management | 12.07% | Add +0.5% | 308,716 | $15.7M |
| Souders Financial Advisors | 2.16% | Add +6.8% | 305,456 | $15.5M |
| Cahaba Wealth Management, Inc. | 1.27% | Add +4.4% | 302,567 | $15.4M |
| Sand Hill Global Advisors, LLC | 0.63% | Add +80.1% | 293,288 | $14.9M |
| Rockingstone Advisors LLC | 7.30% | Add +90.3% | 292,915 | $14.9M |
| Avestar Capital, LLC | 1.58% | Reduce -33.9% | 286,698 | $14.5M |
| Ruggaard & Associates LLC | 6.30% | Reduce -0.5% | 285,388 | $14.5M |
| Comerica Bank | 0.06% | Reduce -2.3% | 284,635 | $14.4M |
| Valley Wealth Managers, Inc. | 1.06% | Add +18.3% | 282,000 | $14.3M |
| Meridian Financial Partners LLC | 7.23% | Add +2.6% | 281,806 | $14.3M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -32.0% | 278,484 | $14.1M |
| Parkside Investments, LLC | 2.13% | Reduce -25.1% | 278,100 | $14.1M |
| Simon Quick Advisors, LLC | 0.89% | Reduce -0.0% | 278,069 | $14.1M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +24.1% | 277,243 | $14.1M |
| RPg Family Wealth Advisory, LLC | 4.54% | Add +3.5% | 277,219 | $14.1M |
| Alliance Wealth Advisors, LLC | 3.67% | Add +5.6% | 275,032 | $14.0M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +0.3% | 274,947 | $14.0M |
| Prism Advisors, Inc. | 3.95% | Add +6.7% | 272,487 | $13.8M |
| Kwmg, LLC | 1.38% | Add +4.2% | 270,903 | $13.7M |
| Mainstream Capital Management LLC | 11.68% | — | 270,737 | $13.7M |
| Financial Security Advisor, Inc. | 3.40% | Add +19.9% | 269,302 | $13.7M |
| Heritage Financial Services, LLC | 1.79% | Add +7.8% | 265,894 | $13.5M |
| Capital Advisors Wealth Management, LLC | 2.47% | Reduce -18.7% | 264,445 | $13.4M |
| JFS Wealth Advisors, LLC | 0.88% | Reduce -10.6% | 260,412 | $13.2M |
| Saiph Capital, LLC | 6.22% | Reduce -8.2% | 260,397 | $13.2M |
| Dakota Wealth Management | 0.30% | Add +11.6% | 257,233 | $13.1M |
| Mills Wealth Advisors LLC | 8.95% | Add +0.1% | 256,257 | $13.0M |
| Aspen Wealth Management LLC | 3.94% | Add +13.0% | 255,670 | $13.0M |
| CoreCap Advisors, LLC | 0.58% | Reduce -20.0% | 243,992 | $12.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.57% | Reduce -1.9% | 243,969 | $12.4M |
| IronBridge Private Wealth, LLC | 4.61% | Add +3.0% | 243,093 | $12.3M |
| Philip James Wealth Mangement, LLC | 1.55% | Add +0.5% | 241,607 | $12.3M |
| LexAurum Advisors, LLC | 2.71% | Add +9.9% | 240,637 | $12.2M |
| John W. Brooker & Co., CPAs | 5.60% | Add +1.7% | 240,572 | $12.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -10.7% | 240,429 | $12.2M |
| MBM Wealth Consultants, LLC | 3.84% | Add +11.8% | 239,991 | $12.2M |
| Truist Financial Corp. | 0.02% | Add +0.2% | 238,648 | $12.1M |
| Prosperity Consulting Group, LLC | 0.94% | Add +3352.1% | 238,094 | $12.1M |
| Scott Capital Advisors, LLC | 3.42% | Add +15.6% | 237,404 | $12.0M |
| WCG Wealth Advisors LLC | 0.81% | Reduce -11.2% | 236,608 | $12.0M |
| Mutual Advisors, LLC | 0.35% | Add +0.5% | 235,362 | $11.9M |
| Oarsman Capital, Inc. | 2.15% | Add +0.1% | 229,531 | $11.6M |
| Tyler-Stone Wealth Management | 2.17% | Add +411.2% | 226,499 | $11.5M |
| Essex LLC | 2.28% | Add +33.5% | 218,780 | $11.1M |
| Clark Capital Management Group, Inc. | 0.08% | New | 217,545 | $11.0M |
| TD Capital Management LLC | 1.10% | Add +12.4% | 217,447 | $11.0M |
| Mason Street Advisors, LLC | 1.33% | No change | 216,650 | $11.0M |
| IHT Wealth Management, LLC | 0.30% | Add +0.4% | 209,952 | $10.7M |
| Invst, LLC | 1.28% | Reduce -14.4% | 209,031 | $10.6M |
| SOL Capital Management CO | 1.17% | Reduce -4.2% | 208,234 | $10.6M |
| Good Life Advisors, LLC | 0.64% | Add +51.5% | 205,834 | $10.4M |
| Bank of Montreal | 0.00% | Add +82.3% | 205,551 | $10.4M |
| Houlihan Financial Resource Group, Ltd. | 4.28% | Reduce -5.5% | 203,998 | $10.4M |
| Vienna Asset Management LLC | 7.64% | Add +465.1% | 203,934 | $10.3M |
| Resonant Capital Advisors, LLC | 0.76% | Add +2.2% | 202,775 | $10.3M |
| Atria Investments, Inc | 0.13% | Add +14.0% | 202,241 | $10.3M |
| First Business Financial Services, Inc. | 1.03% | Reduce -10.4% | 201,911 | $10.2M |
| Chatham Capital Group, Inc. | 1.67% | Add +0.4% | 201,629 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +156.7% | 201,023 | $10.2M |
| Choice Wealth Advisors LLC | 5.07% | Add +3.7% | 199,954 | $10.1M |
| Lowe Wealth Advisors, LLC | 4.36% | Reduce -1.8% | 199,294 | $10.1M |
| Diversify Wealth Management, LLC | 0.97% | Add +93.5% | 199,796 | $10.1M |
| J.W. Cole Advisors, Inc. | 0.42% | Add +33.5% | 198,444 | $10.1M |
| Encompass Wealth Advisors, LLC | 2.53% | Add +0.5% | 198,321 | $10.1M |
| Legacy Private Trust Co. | 0.67% | Reduce -0.3% | 196,373 | $10.0M |
| Savant Capital, LLC | 0.08% | Reduce -17.6% | 196,268 | $10.0M |
| Cobblestone Asset Management LLC | 5.92% | Reduce -12.0% | 193,913 | $9.8M |
| Krilogy Financial LLC | 0.67% | Add +20.4% | 192,285 | $9.8M |
| Paces Ferry Wealth Advisors, LLC | 5.60% | Add +8.5% | 191,964 | $9.7M |
| Ridgepath Capital Management LLC | 7.75% | Reduce -47.9% | 191,416 | $9.7M |
| WNY Asset Management, LLC | 1.13% | Add +12.7% | 190,596 | $9.7M |
| D.A. Davidson & Co. | 0.08% | Add +108.4% | 189,085 | $9.6M |
| Meridian Financial Advisors, LLC | 6.36% | Reduce -1.0% | 187,729 | $9.5M |
| Carolinas Wealth Consulting LLC | 1.70% | Add +5.3% | 185,184 | $9.4M |
| Citigroup Inc. | 0.01% | Reduce -2.5% | 184,849 | $9.4M |
| VCI Wealth Management LLC | 4.15% | Add +11.5% | 183,537 | $9.3M |
| Stewardship Advisors, LLC | 2.60% | Add +47.6% | 181,795 | $9.2M |
| Sage Advisory Services, Ltd.Co. | 2.59% | No change | 182,750 | $9.2M |
| Jones Financial Companies LLLP | 0.01% | Add +149.6% | 181,578 | $9.2M |
| Insight 2811, Inc. | 4.55% | Reduce -3.7% | 180,012 | $9.1M |
| Essex Financial Services, Inc. | 0.66% | Reduce -11.9% | 180,352 | $9.1M |
| Bfsg, LLC | 1.06% | Add +86.3% | 179,362 | $9.1M |
| Texas Yale Capital Corp. | 0.39% | No change | 178,364 | $9.1M |
| Independent Wealth Network Inc. | 3.99% | Add +47.6% | 177,262 | $9.0M |
| Allen Capital Group, LLC | 1.14% | Add +7.2% | 176,871 | $9.0M |
| Ascension Capital Advisors, Inc. | 4.15% | Add +1.3% | 175,111 | $8.9M |
| NavPoint Financial, Inc. | 7.13% | Reduce -4.7% | 174,374 | $8.8M |
| Noesis Capital Mangement Corp. | 1.76% | Add +1.3% | 174,344 | $8.8M |
| Hilltop Holdings Inc. | 0.57% | Add +38.7% | 172,763 | $8.8M |
| Symphony Financial, Ltd. Co. | 1.45% | Add +2.9% | 172,622 | $8.8M |
| Crewe Advisors LLC | 1.01% | Reduce -13.9% | 171,892 | $8.7M |
| FSM Wealth Advisors, LLC | 2.27% | Add +15.2% | 168,822 | $8.6M |
| Sandbox Financial Partners, LLC | 3.02% | Add +2.2% | 168,249 | $8.5M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -15.1% | 164,393 | $8.3M |
| LPWM LLC | 2.73% | Reduce -1.6% | 164,943 | $8.3M |
| Insight Wealth Partners, LLC | 5.08% | Reduce -71.9% | 163,955 | $8.3M |
| Cobblestone Capital Advisors LLC | 0.46% | Add +8.1% | 159,947 | $8.1M |
| Sandy Spring Bank | 0.33% | Reduce -1.8% | 158,131 | $8.0M |
| Kendall Capital Management | 2.46% | Add +1.6% | 157,120 | $8.0M |
| Composition Wealth, LLC | 0.18% | Reduce -4.7% | 151,996 | $7.7M |
| Donaldson Capital Management, LLC | 0.29% | Reduce -31.6% | 150,716 | $7.6M |
| Southeast Asset Advisors, LLC | 0.84% | Add +30.0% | 150,263 | $7.6M |
| Independent Financial Group, LLC | 0.28% | Add +6.0% | 149,327 | $7.6M |
| 5th Street Advisors, LLC | 3.64% | Add +791.5% | 147,227 | $7.5M |
| Paradigm Capital Management, LLC | 7.21% | — | 146,935 | $7.5M |
| Global Retirement Partners, LLC | 0.22% | Add +5.7% | 144,530 | $7.3M |
| Trademark Financial Management, LLC | 5.80% | Reduce -2.4% | 144,043 | $7.3M |
| Financial Connections Group, Inc. | 3.57% | Add +10.6% | 142,996 | $7.3M |
| Corient Private Wealth LP | 0.01% | Reduce -35.4% | 138,908 | $7.0M |
| Focus Partners Wealth | 0.02% | Reduce -64.7% | 138,873 | $7.0M |
| Archford Capital Strategies, LLC | 1.06% | Add +4.8% | 139,144 | $7.0M |
| HBW Advisory Services LLC | 1.02% | Add +362.9% | 136,931 | $6.9M |
| Interchange Capital Partners, LLC | 2.47% | Reduce -18.7% | 136,846 | $6.9M |
| Lido Advisors, LLC | 0.05% | Add +5.3% | 136,412 | $6.9M |
| Goldstone Financial Group, LLC | 1.20% | Reduce -56.0% | 136,129 | $6.9M |
| Crestmont Private Wealth LLC | 2.96% | Add +4.0% | 133,442 | $6.8M |
| Montag A & Associates Inc. | 0.32% | Reduce -78.5% | 133,340 | $6.8M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Reduce -21.9% | 133,184 | $6.8M |
| J. W. Coons Advisors, LLC | 1.25% | Add +5.7% | 132,513 | $6.7M |
| Westside Investment Management, Inc. | 1.43% | Reduce -5.7% | 132,275 | $6.7M |
| Gradient Capital Advisors, LLC | 2.22% | Add +0.0% | 131,954 | $6.7M |
| IFG Advisory, LLC | 0.43% | Add +7.9% | 131,907 | $6.7M |
| Aptus Capital Advisors, LLC | 0.10% | Add +69.7% | 131,694 | $6.7M |
| Sowell Financial Services LLC | 0.31% | Reduce -20.2% | 131,169 | $6.7M |
| Bristlecone Advisors, LLC | 0.53% | Reduce -0.6% | 130,892 | $6.6M |
| Principle Wealth Partners LLC | 0.47% | Add +3.2% | 130,103 | $6.6M |
| Tiemann Investment Advisors, LLC | 2.83% | Reduce -1.6% | 129,138 | $6.6M |
| Round Rock Advisors LLC | 1.53% | Add +1.9% | 129,040 | $6.5M |
| Webster Bank, N. A. | 0.70% | Add +15.3% | 128,820 | $6.5M |
| Scotia Capital Inc. | 0.04% | Reduce -38.5% | 128,690 | $6.5M |
| Lodestone Wealth Management LLC | 3.27% | Add +19.5% | 128,632 | $6.5M |
| Oxbow Advisors, LLC | 0.66% | Add +6.0% | 128,313 | $6.5M |
| Daymark Wealth Partners, LLC | 0.28% | Add +6.0% | 128,243 | $6.5M |
| American Financial Advisors, LLC | 0.89% | Add +32.0% | 127,771 | $6.5M |
| Windsor Capital Management, LLC | 1.86% | Add +6.3% | 126,568 | $6.4M |
| Auour Investments LLC | 2.28% | Add +61.1% | 126,031 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -5.8% | 125,464 | $6.4M |
| First International Bank & Trust | 2.03% | Add +0.6% | 125,064 | $6.3M |
| NewEdge Wealth, LLC | 0.11% | Reduce -12.7% | 124,737 | $6.3M |
| Forza Wealth Management, LLC | 2.89% | Reduce -0.5% | 124,355 | $6.3M |
| Cerro Pacific Wealth Advisors LLC | 2.38% | Add +1.5% | 124,984 | $6.3M |
| Allie Family Office LLC | 3.37% | New | 123,115 | $6.2M |
| Johnson Financial Group, Inc. | 0.29% | Add +3.2% | 123,078 | $6.2M |
| Sanctuary Wealth Management, L.L.C. | 4.41% | Add +4.2% | 121,587 | $6.2M |
| Mach-1 Financial Group, LLC | 3.78% | Add +13.6% | 121,534 | $6.2M |
| Deseret Mutual Benefit Administrators | 3.12% | Reduce -73.7% | 120,648 | $6.1M |
| Elmwood Wealth Management, Inc. | 2.52% | Reduce -10.5% | 120,642 | $6.1M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -12.2% | 120,424 | $6.1M |
| Concorde Financial Corp | 3.60% | Reduce -15.9% | 120,324 | $6.1M |
| Gotham Asset Management | 0.06% | Add +14.2% | 119,930 | $6.1M |
| Colonial Trust Advisors | 0.53% | Reduce -12.3% | 119,768 | $6.1M |
| First Citizens Financial Corp | 3.18% | Add +109.7% | 118,477 | $6.0M |
| Anchor Investment Management, LLC | 0.56% | Add +3.5% | 115,953 | $5.9M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.2% | 115,726 | $5.8M |
| Wealthcare Advisory Partners LLC | 0.17% | Reduce -2.9% | 115,048 | $5.8M |
| Guardian Wealth Advisors, LLC / NC | 0.63% | Add +1.1% | 115,011 | $5.8M |
| Cardinal Strategic Wealth Guidance | 1.91% | Add +2.4% | 114,822 | $5.8M |
| West Paces Advisors Inc. | 1.43% | Add +11.0% | 114,770 | $5.8M |
| Aprio Wealth Management, LLC | 0.93% | Add +1.1% | 114,375 | $5.8M |
| TAP Consulting, LLC | 1.10% | Add +16.6% | 110,450 | $5.6M |
| ProVise Management Group, LLC | 0.44% | Reduce -1.4% | 110,134 | $5.6M |
| Little House Capital LLC | 1.60% | Reduce -46.1% | 109,845 | $5.6M |
| United Advisor Group, LLC | 1.26% | Add +13.5% | 109,840 | $5.6M |
| Tradewinds Capital Management, LLC | 1.47% | Reduce -1.1% | 108,343 | $5.5M |
| YHB Investment Advisors, Inc. | 0.45% | Reduce -4.7% | 107,763 | $5.5M |
| Oliver Lagore Vanvalin Investment Group | 1.46% | Add +2.7% | 107,736 | $5.5M |
| Childress Capital Advisors, LLC | 1.48% | Add +14.4% | 107,727 | $5.5M |
| Investment Planning Advisors, Inc. | 2.78% | No change | 107,954 | $5.4M |
| Boyce & Associates Wealth Consulting, Inc. | 5.59% | Add +35.0% | 105,956 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +15.1% | 105,931 | $5.4M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +15.1% | 105,931 | $5.4M |
| Advisory Alpha, LLC | 0.19% | Reduce -9.1% | 104,607 | $5.3M |
| Chicago Partners Investment Group LLC | 0.19% | Add +5.7% | 104,480 | $5.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -18.9% | 100,669 | $5.1M |
| Jaffetilchin Investment Partners, LLC | 0.39% | Add +9.5% | 100,508 | $5.1M |
| Focus Financial Network, Inc. | 0.21% | Add +280.6% | 100,082 | $5.1M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -15.5% | 99,891 | $5.1M |
| Lokken Investment Group LLC | 2.10% | Add +5.0% | 99,394 | $5.0M |
| Mayfair Advisory Group, LLC | 3.16% | Reduce -11.3% | 99,319 | $5.0M |
| Advocacy Wealth Management, LLC | 0.39% | Reduce -16.6% | 98,670 | $5.0M |
| Walkner Condon Financial Advisors LLC | 1.02% | Reduce -0.3% | 98,599 | $5.0M |
| Triumph Capital Management | 1.78% | Reduce -16.6% | 98,315 | $5.0M |
| Freedom Investment Management, Inc. | 0.40% | Reduce -29.5% | 97,822 | $5.0M |
| Private Capital Management LLC | 0.89% | Add +12.1% | 97,143 | $4.9M |
| Apeiron RIA LLC | 1.41% | Reduce -7.8% | 96,934 | $4.9M |
| Oppenheimer & Co. Inc. | 0.07% | Add +0.8% | 95,293 | $4.8M |
| Wellington Wealth Strategies, LLC. | 3.62% | New | 94,190 | $4.8M |
| Howard Financial Services, LTD. | 0.68% | Reduce -7.1% | 92,189 | $4.7M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -5.1% | 91,893 | $4.7M |
| Gibbs Wealth Management | 1.51% | Add +24.1% | 91,861 | $4.7M |
| Paladin Advisory Group, LLC | 3.42% | Reduce -2.5% | 91,454 | $4.6M |
| SlateStone Wealth, LLC | 0.42% | No change | 91,400 | $4.6M |
| Boston Family Office LLC | 0.31% | Reduce -7.0% | 91,117 | $4.6M |
| Kingsview Wealth Management, LLC | 0.10% | Add +199.6% | 90,538 | $4.6M |
| Advisors Capital Management, LLC | 0.07% | Reduce -2.4% | 90,526 | $4.6M |
| Procyon Advisors, LLC | 0.31% | Add +2.7% | 90,174 | $4.6M |
| Creative Financial Designs Inc. | 0.38% | Add +7.4% | 89,802 | $4.6M |
| Per Stirling Capital Management, LLC. | 0.63% | Add +14.4% | 89,342 | $4.5M |
| Ironwood Investment Counsel, LLC | 0.75% | Add +39.9% | 88,781 | $4.5M |
| One Capital Management, LLC | 0.14% | Reduce -4.2% | 88,064 | $4.5M |
| Paragon Advisors, LLC | 1.45% | Reduce -18.2% | 87,869 | $4.5M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -0.2% | 87,674 | $4.4M |
| Bank of New Hampshire | 1.11% | Add +7.9% | 87,629 | $4.4M |
| Buck Wealth Strategies, LLC | 1.40% | Reduce -6.8% | 87,444 | $4.4M |
| Adell Harriman & Carpenter Inc. | 0.32% | Reduce -0.2% | 86,890 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.20% | Reduce -28.3% | 86,631 | $4.4M |
| Plotkin Financial Advisors, LLC | 2.56% | Add +75.3% | 84,348 | $4.3M |
| O'Connor Financial Group LLC | 2.24% | Add +12.4% | 84,208 | $4.3M |
| Founders Financial Alliance, LLC | 1.19% | Add +3.4% | 84,107 | $4.3M |
| Householder Group Estate & Retirement Specialist, LLC | 1.24% | Add +5.3% | 84,063 | $4.3M |
| Royal Harbor Partners, LLC | 1.65% | Reduce -44.1% | 83,515 | $4.2M |
| CIC Wealth, LLC | 1.09% | Reduce -8.2% | 83,083 | $4.2M |
| Ergawealth Advisors, Inc. | 2.09% | Reduce -7.7% | 83,003 | $4.2M |
| Prospera Financial Services Inc | 0.11% | Reduce -17.6% | 82,297 | $4.2M |
| Centaurus Financial, Inc. | 0.26% | Reduce -1.0% | 81,955 | $4.2M |
| Transcendent Capital Group LLC | 2.12% | Reduce -10.1% | 81,486 | $4.1M |
| Grey Ledge Advisors, LLC | 1.05% | Add +7.2% | 81,182 | $4.1M |
| Legacy CG, LLC | 1.35% | Add +10.0% | 81,119 | $4.1M |
| Secured Retirement Advisors, LLC | 2.92% | Add +5.2% | 79,881 | $4.1M |
| Tradewinds, LLC. | 1.25% | Add +1.5% | 79,762 | $4.0M |
| Insight Advisors, LLC/ PA | 0.70% | Add +39.2% | 79,464 | $4.0M |
| Sage Rhino Capital LLC | 0.89% | Reduce -2.0% | 79,437 | $4.0M |
| Catalina Capital Group, LLC | 1.36% | Add +12.6% | 78,904 | $4.0M |
| Herold Advisors, Inc. | 0.86% | Add +3.1% | 78,283 | $4.0M |
| Foundations Investment Advisors, LLC | 0.08% | Add +14.3% | 77,315 | $3.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.37% | Add +4.3% | 77,075 | $3.9M |
| Hayek Kallen Investment Management | 1.38% | Add +0.3% | 76,493 | $3.9M |
| FinTrust Capital Advisors, LLC | 0.66% | Reduce -8.9% | 76,297 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -45.8% | 75,534 | $3.8M |
| Sigma Planning Corp | 0.12% | Reduce -44.1% | 75,487 | $3.8M |
| Formidable Asset Management, LLC | 0.61% | Add +9.5% | 75,132 | $3.8M |
| Strategies Wealth Advisors, LLC | 0.51% | Add +474.9% | 75,118 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Reduce -3.0% | 74,060 | $3.8M |
| GeoWealth Management, LLC | 0.13% | Add +37.3% | 73,603 | $3.7M |
| Family Asset Management, LLC | 2.24% | Add +33.7% | 73,467 | $3.7M |
| EP Wealth Advisors, LLC | 0.03% | Add +7.0% | 73,387 | $3.7M |
| Winthrop Advisory Group LLC | 0.46% | Reduce -5.0% | 73,033 | $3.7M |
| Eagle Harbor Asset Management Inc. | 3.67% | Reduce -5.6% | 72,906 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Add +81.8% | 72,301 | $3.7M |
| Sargent Investment Group, LLC | 0.65% | Add +39.7% | 71,630 | $3.6M |
| Foster & Motley Inc. | 0.23% | Reduce -12.5% | 71,038 | $3.6M |
| Clear Creek Financial Management, LLC | 0.40% | Reduce -1.6% | 70,441 | $3.6M |
| BOS Asset Management, LLC | 1.32% | Add +14.8% | 70,177 | $3.6M |
| Frontier Asset Management, LLC | 1.18% | Reduce -24.7% | 69,967 | $3.6M |
| &partners | 0.07% | Add +64.2% | 68,674 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -8.7% | 69,772 | $3.5M |
| GFG Capital, LLC | 1.42% | Add +32.8% | 69,705 | $3.5M |
| Compass Financial Group, Inc. | 1.62% | Reduce -50.0% | 69,051 | $3.5M |
| SP Asset Management LLC | 0.29% | Reduce -16.8% | 68,955 | $3.5M |
| Cornerstone Advisory, LLC | 0.46% | Reduce -29.4% | 68,600 | $3.5M |
| Narus Financial Partners, LLC | 1.25% | Reduce -6.0% | 68,545 | $3.5M |
| JGP Wealth Management, LLC | 0.44% | Reduce -1.8% | 67,851 | $3.4M |
| Money Concepts Capital Corp. | 0.26% | Add +195.8% | 67,459 | $3.4M |
| Newport Capital Group, LLC | 2.52% | Reduce -6.8% | 67,388 | $3.4M |
| Fortitude Family Office, LLC | 1.35% | Add +45.3% | 67,004 | $3.4M |
| M&R Capital Management Inc. | 0.75% | Reduce -44.3% | 66,645 | $3.4M |
| WT Wealth Management | 1.07% | Add +83.3% | 66,359 | $3.4M |
| Fiduciary Trust Co | 0.05% | Reduce -19.4% | 66,140 | $3.4M |
| West Michigan Advisors, LLC | 1.00% | Reduce -7.6% | 65,509 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | New | 65,067 | $3.3M |
| FAS Wealth Partners, Inc. | 0.26% | Reduce -6.0% | 64,953 | $3.3M |
| Arq Wealth Advisors, LLC | 1.23% | New | 64,224 | $3.3M |
| Integral Investment Advisors, Inc. | 0.89% | Reduce -8.7% | 64,113 | $3.3M |
| Valley National Advisers Inc. | 0.59% | Reduce -7.6% | 64,054 | $3.3M |
| UMB Bank, n.a. | 0.05% | Add +5.4% | 62,731 | $3.2M |
| Quattro Financial Advisors LLC | 0.90% | Add +60.6% | 62,798 | $3.2M |
| Principal Securities, Inc. | 0.08% | Add +6.5% | 62,328 | $3.2M |
| Patten Group, Inc. | 0.70% | Add +7.2% | 61,827 | $3.1M |
| Financial Enhancement Group LLC | 0.61% | Reduce -38.0% | 62,258 | $3.1M |
| Atlantic Union Bankshares Corp | 0.18% | Add +14.8% | 61,491 | $3.1M |
| Castle Rock Wealth Management, LLC | 0.74% | Add +2.5% | 61,563 | $3.1M |
| Whitaker-Myers Wealth Managers, LTD. | 1.02% | Add +21.4% | 60,219 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.58% | Reduce -4.2% | 60,028 | $3.0M |
| Clarity Financial LLC | 0.36% | New | 60,007 | $3.0M |
| Creative Planning | 0.00% | Reduce -23.6% | 59,299 | $3.0M |
| Nottingham Advisors, Inc. | 0.33% | Add +81.7% | 58,549 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -32.4% | 57,590 | $2.9M |
| Colonial Trust Co / SC | 0.45% | Reduce -31.6% | 57,378 | $2.9M |
| Sharper & Granite LLC | 1.30% | Add +49.5% | 57,262 | $2.9M |
| Old Port Advisors | 0.81% | Reduce -2.6% | 57,114 | $2.9M |
| Sunburst Financial Group, LLC | 0.73% | Reduce -2.0% | 56,784 | $2.9M |
| Gallacher Capital Management LLC | 1.32% | Add +11.6% | 56,736 | $2.9M |
| Delta Investment Management, LLC | 0.58% | Add +10.7% | 56,385 | $2.9M |
| Novare Capital Management LLC | 0.24% | Reduce -2.0% | 55,096 | $2.8M |
| Bank of Hawaii | 0.11% | Add +43.9% | 54,023 | $2.7M |
| Chesley Taft & Associates LLC | 0.13% | Add +10.0% | 53,828 | $2.7M |
| CFO4Life Group, LLC | 0.48% | Reduce -9.1% | 52,945 | $2.7M |
| Acorn Wealth Advisors, LLC | 1.14% | Reduce -1.8% | 52,192 | $2.6M |
| Gray Wealth Management Inc. | 1.05% | Add +35.5% | 52,191 | $2.6M |
| Choreo, LLC | 0.04% | Reduce -13.0% | 51,710 | $2.6M |
| Eagle Bluffs Wealth Management LLC | 1.41% | Add +0.6% | 51,672 | $2.6M |
| Klingman & Associates, LLC | 0.16% | Reduce -0.2% | 51,608 | $2.6M |
| PFG Investments, LLC | 0.17% | Add +1.2% | 51,589 | $2.6M |
| Skyline Advisors, Inc. | 1.07% | Add +0.7% | 51,162 | $2.6M |
| Capital Management Corp. | 0.46% | Add +4.8% | 50,620 | $2.6M |
| Arcus Capital Partners, LLC | 0.93% | Reduce -35.7% | 50,375 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -87.5% | 49,583 | $2.5M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -2.1% | 49,517 | $2.5M |
| Enclave Advisors LLC | 0.42% | — | 49,310 | $2.5M |
| Canvas Wealth Advisors, LLC | 0.69% | Add +19.9% | 48,974 | $2.5M |
| SMART Wealth LLC | 0.97% | Reduce -3.3% | 48,940 | $2.5M |
| USAdvisors Wealth Management, LLC | 0.87% | Add +0.7% | 48,884 | $2.5M |
| Financial Advocates Investment Management | 0.14% | Reduce -4.7% | 48,845 | $2.5M |
| Castleview Partners, LLC | 1.43% | Reduce -2.4% | 48,718 | $2.5M |
| ORG Partners LLC | 0.40% | Add +3.4% | 48,363 | $2.5M |
| Paragon Private Wealth Management, LLC | 1.21% | Reduce -20.3% | 48,150 | $2.4M |
| First Hawaiian Bank | 0.08% | Reduce -1.1% | 47,911 | $2.4M |
| FRG Family Wealth Advisors LLC | 0.43% | Add +169.1% | 47,905 | $2.4M |
| Mma Asset Management LLC | 0.65% | Add +56.9% | 47,991 | $2.4M |
| Running Point Capital Advisors, LLC | 0.93% | Add +1.6% | 47,621 | $2.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.60% | Add +1.1% | 47,605 | $2.4M |
| Edgestream Partners, L.P. | 0.11% | Add +0.6% | 47,521 | $2.4M |
| Vawter Financial, Ltd. | 1.47% | Add +3.1% | 47,515 | $2.4M |
| MBA Advisors LLC | 1.16% | Add +5.2% | 47,472 | $2.4M |
| Galvin, Gaustad & Stein, LLC | 0.22% | Reduce -1.1% | 47,297 | $2.4M |
| DAVENPORT & Co LLC | 0.01% | Add +6.8% | 46,364 | $2.4M |
| Financial Perspectives, Inc | 0.81% | Reduce -6.7% | 46,088 | $2.3M |
| Delos Wealth Advisors, LLC | 2.04% | Reduce -0.1% | 45,910 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -4.4% | 45,555 | $2.3M |
| Nikulski Financial, Inc. | 0.69% | Reduce -20.1% | 45,546 | $2.3M |
| Private Advisory Group LLC | 0.29% | Add +16.9% | 45,340 | $2.3M |
| Salem Investment Counselors Inc. | 0.07% | Reduce -6.4% | 45,314 | $2.3M |
| Hartford Financial Management Inc. | 0.47% | Reduce -2.7% | 44,988 | $2.3M |
| Advisory Services Network, LLC | 0.05% | No change | 45,128 | $2.3M |
| Financial Network Wealth Advisors LLC | 1.87% | Reduce -1.3% | 44,718 | $2.3M |
| Saxony Capital Management, LLC | 2.07% | Add +316.5% | 44,632 | $2.3M |
| Latitude Advisors, LLC | 1.27% | Reduce -8.8% | 44,093 | $2.2M |
| Main Street Financial Solutions, LLC | 0.20% | Reduce -2.3% | 43,910 | $2.2M |
| OneAscent Wealth Management LLC | 0.84% | Add +116.5% | 43,627 | $2.2M |
| Promethium Advisors,llc | 1.56% | — | 43,492 | $2.2M |
| Richard P Slaughter Associates Inc | 0.51% | Reduce -44.0% | 43,164 | $2.2M |
| Certified Advisory Corp | 0.24% | Add +4.4% | 43,064 | $2.2M |
| Fortress Wealth Management, Inc. | 1.09% | Reduce -0.3% | 42,845 | $2.2M |
| FourThought Financial Partners, LLC | 0.26% | Reduce -5.8% | 42,644 | $2.2M |
| Cambridge Advisors Inc. | 0.47% | Reduce -0.4% | 42,351 | $2.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.40% | Reduce -27.4% | 42,225 | $2.1M |
| JNBA Financial Advisors | 0.22% | Reduce -8.7% | 42,174 | $2.1M |
| Brooklyn FI, LLC | 0.75% | Add +36.3% | 42,147 | $2.1M |
| Nvwm, LLC | 0.54% | No change | 42,119 | $2.1M |
| Next Capital Management LLC | 0.86% | Reduce -8.4% | 41,425 | $2.1M |
| Sheets Smith Wealth Management | 0.26% | Reduce -11.9% | 41,167 | $2.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -13.7% | 41,032 | $2.1M |
| Fermata Advisors, LLC | 0.42% | Reduce -0.5% | 40,334 | $2.0M |
| Future Financial Wealth Managment LLC | 1.46% | Add +46.0% | 40,312 | $2.0M |
| Perennial Investment Advisors, LLC | 0.27% | Reduce -13.0% | 40,234 | $2.0M |
| Roble, Belko & Company, Inc | 0.32% | Reduce -6.1% | 39,845 | $2.0M |
| Silverlake Wealth Management LLC | 0.77% | Add +3.4% | 39,558 | $2.0M |
| CRA Financial Services, LLC | 0.37% | Add +68.9% | 39,442 | $2.0M |
| Arkadios Wealth Advisors | 0.11% | Add +0.3% | 39,191 | $2.0M |
| Cozad Asset Management Inc. | 0.19% | Reduce -3.3% | 39,146 | $2.0M |
| Nepsis Inc. | 0.47% | Add +3.9% | 39,044 | $2.0M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -9.3% | 38,794 | $2.0M |
| TFG Advisers LLC | 0.71% | Add +145.2% | 38,729 | $2.0M |
| M Holdings Securities, Inc. | 0.49% | Reduce -3.1% | 38,408 | $1.9M |
| Endowment Wealth Management, Inc. | 1.28% | Add +8.8% | 38,214 | $1.9M |
| RiverFront Investment Group, LLC | 0.05% | Reduce -87.7% | 38,097 | $1.9M |
| Tarbox Family Office, Inc. | 0.32% | Reduce -4.7% | 37,886 | $1.9M |
| Red Mountain Financial, LLC | 2.02% | Add +1.6% | 37,531 | $1.9M |
| Birch Capital Management, LLC | 0.93% | Reduce -8.2% | 37,526 | $1.9M |
| Midland Wealth Advisors, LLC | 0.11% | Add +41.1% | 37,391 | $1.9M |
| Intrua Financial, LLC | 0.31% | Reduce -36.5% | 37,091 | $1.9M |
| Sage Financial Group Inc. | 0.15% | Add +16.3% | 36,518 | $1.9M |
| ACT Advisors, LLC. | 0.87% | Reduce -94.3% | 36,191 | $1.8M |
| Holderness Investments Co. | 0.39% | Add +10.6% | 35,519 | $1.8M |
| AllSquare Wealth Management LLC | 1.02% | Add +11.0% | 35,400 | $1.8M |
| Integrated Advisors Network LLC | 0.08% | Reduce -4.4% | 34,823 | $1.8M |
| D L Carlson Investment Group Inc. | 0.32% | Reduce -53.9% | 34,776 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +24.1% | 34,612 | $1.8M |
| Millennium Management | 0.00% | Reduce -79.7% | 34,444 | $1.7M |
| Mosley Wealth Management | 1.19% | Add +11.0% | 34,385 | $1.7M |
| Balboa Wealth Partners | 0.43% | Add +2.4% | 34,267 | $1.7M |
| Auxano Advisors, LLC | 0.45% | Add +1.3% | 34,156 | $1.7M |
| Wealthgarden F.S. LLC | 1.69% | Add +13.3% | 34,133 | $1.7M |
| Petix & Botte Co | 0.46% | Reduce -0.7% | 33,971 | $1.7M |
| West Oak Capital, LLC | 0.84% | Add +46.3% | 33,788 | $1.7M |
| Ascentis Independent Advisors | 0.26% | Reduce -8.7% | 33,219 | $1.7M |
| Fca Corp. | 0.51% | Add +0.3% | 33,068 | $1.7M |
| Beacon Financial Advisory LLC | 0.57% | Add +38.1% | 33,053 | $1.7M |
| Guardian Wealth Advisors, LLC | 1.03% | Add +17.8% | 32,956 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Add +9.1% | 32,815 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | Add +183.8% | 32,707 | $1.7M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -10.4% | 32,450 | $1.6M |
| Balefire, LLC | 0.55% | Reduce -39.5% | 32,385 | $1.6M |
| Yarger Wealth Strategies, LLC | 0.91% | Reduce -13.7% | 32,256 | $1.6M |
| New Capital Management LP | 0.46% | Reduce -1.4% | 32,105 | $1.6M |
| Arrowroot Family Office, LLC | 0.95% | Add +24.1% | 32,054 | $1.6M |
| Wallace Advisory Group, LLC | 1.19% | Reduce -6.2% | 32,210 | $1.6M |
| Guidance Capital, Inc. | 0.50% | Reduce -3.5% | 31,664 | $1.6M |
| Continuum Advisory, LLC | 0.20% | Add +20.6% | 31,611 | $1.6M |
| Greenwich Wealth Management LLC | 0.11% | Reduce -0.1% | 31,315 | $1.6M |
| Mission Wealth Management, LP | 0.04% | Reduce -7.5% | 31,200 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 31,200 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | New | 31,042 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 31,035 | $1.6M |
| Graypoint LLC | 0.10% | Reduce -32.4% | 30,915 | $1.6M |
| BayBridge Capital Group, LLC | 1.13% | Reduce -50.8% | 30,901 | $1.6M |
| Sovereign Financial Group, Inc. | 0.36% | Add +6.7% | 30,653 | $1.6M |
| Waldron Private Wealth LLC | 0.06% | No change | 30,490 | $1.5M |
| Regatta Capital Group, LLC | 0.30% | Add +113.2% | 30,463 | $1.5M |
| Americana Partners, LLC | 0.11% | Reduce -1.4% | 30,440 | $1.5M |
| Keel Point, LLC | 0.13% | Reduce -7.7% | 30,317 | $1.5M |
| AQR Capital Management | 0.00% | Add +23.0% | 30,226 | $1.5M |
| Zega Financial, LLC | 0.50% | Add +30.4% | 30,205 | $1.5M |
| First National Trust Co | 0.06% | Reduce -61.7% | 30,131 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -11.9% | 29,969 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +0.3% | 30,001 | $1.5M |
| Tradition Wealth Management, LLC | 0.13% | Add +6.4% | 29,831 | $1.5M |
| IMS Capital Management | 0.67% | Reduce -2.8% | 29,273 | $1.5M |
| StoneCrest Wealth Management, Inc. | 1.07% | Add +157.7% | 29,054 | $1.5M |
| MSH Capital Advisors LLC | 0.45% | Add +45.3% | 28,897 | $1.5M |
| Tull Financial Group, Inc. | 0.89% | — | 28,888 | $1.5M |
| Essex Bank | 0.36% | Reduce -20.1% | 28,546 | $1.4M |
| HUB Investment Partners, LLC | 0.06% | Reduce -35.2% | 28,416 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -31.7% | 28,311 | $1.4M |
| Thompson Davis & Co., Inc. | 1.05% | Add +142.3% | 28,140 | $1.4M |
| Smartleaf Asset Management LLC | 0.17% | Add +28.0% | 28,071 | $1.4M |
| Brooks, Moore & Associates, Inc. | 0.83% | Add +119.5% | 27,837 | $1.4M |
| Aries Wealth Management | 0.39% | Reduce -5.9% | 27,830 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.40% | Add +3.8% | 27,307 | $1.4M |
| International Private Wealth Advisors LLC | 2.02% | Reduce -14.9% | 27,170 | $1.4M |
| Aspen Wealth Strategies, LLC | 0.88% | Add +1.0% | 27,036 | $1.4M |
| Strategic Wealth Partners, Ltd. | 0.13% | Add +17.8% | 26,929 | $1.4M |
| Rise Advisors, LLC | 0.65% | Add +14.5% | 26,828 | $1.4M |
| Stone Summit Wealth LLC | 0.43% | Add +38.9% | 26,256 | $1.3M |
| Venturi Wealth Management, LLC | 0.07% | Reduce -2.0% | 26,094 | $1.3M |
| Elevatus Welath Management | 0.43% | Reduce -85.8% | 25,977 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.22% | Reduce -2.6% | 25,600 | $1.3M |
| Maple Capital Management, Inc. | 0.10% | Add +8.6% | 25,524 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -14.5% | 25,545 | $1.3M |
| Ceera Investments, LLC | 0.49% | New | 25,408 | $1.3M |
| TriaGen Wealth Management LLC | 0.43% | Reduce -10.8% | 25,388 | $1.3M |
| Nelson Capital Management, LLC | 0.22% | Reduce -2.8% | 25,268 | $1.3M |
| Strategic Blueprint, LLC | 0.08% | Reduce -23.6% | 24,743 | $1.3M |
| Blue Chip Partners, LLC | 0.11% | Reduce -13.3% | 24,488 | $1.2M |
| Shore Point Advisors, LLC | 0.66% | Add +15.2% | 24,455 | $1.2M |
| Delta Financial Group, Inc. | 0.46% | Reduce -7.6% | 24,290 | $1.2M |
| Blueprint Investment Partners LLC | 0.22% | New | 24,258 | $1.2M |
| Moneco Advisors, LLC | 0.15% | Add +12.0% | 24,237 | $1.2M |
| Able Wealth Management LLC | 0.93% | Reduce -6.4% | 24,118 | $1.2M |
| BancFirst Trust & Investment Management | 0.41% | No change | 24,034 | $1.2M |
| PDS Planning, Inc | 0.11% | Add +15.2% | 23,853 | $1.2M |
| BLB&B Advisors, LLC | 0.06% | Reduce -8.3% | 23,577 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -10.2% | 23,564 | $1.2M |
| Smart Portfolios, LLC | 1.21% | Add +12.6% | 23,443 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -29.0% | 23,378 | $1.2M |
| Retireful, LLC | 0.87% | Reduce -26.1% | 23,231 | $1.2M |
| Confluence Wealth Services, Inc. | 0.08% | Add +57.6% | 22,824 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.51% | Reduce -54.4% | 22,796 | $1.2M |
| TPG Financial Advisors, LLC | 0.52% | Add +2.8% | 22,617 | $1.1M |
| WealthCare Investment Partners, LLC | 0.50% | Reduce -18.3% | 22,652 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.60% | Reduce -88.4% | 22,213 | $1.1M |
| Fragasso Financial Advisors Inc | 0.09% | Reduce -19.9% | 21,879 | $1.1M |
| Joel Isaacson & Co., LLC | 0.05% | No change | 21,680 | $1.1M |
| Vista Investment Management | 0.41% | Add +11.1% | 21,506 | $1.1M |
| CGN Advisors LLC | 0.11% | Add +16.9% | 21,367 | $1.1M |
| Seamount Financial Group Inc. | 0.81% | Reduce -8.1% | 21,236 | $1.1M |
| CW Advisors, LLC | 0.01% | Add +323.7% | 21,181 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +1.4% | 21,106 | $1.1M |
| RFG Advisory, LLC | 0.03% | Add +84.9% | 20,875 | $1.1M |
| Hixon Zuercher, LLC | 0.41% | Add +48.7% | 20,839 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +125.3% | 20,661 | $1.0M |
| Mosaic Financial Group, LLC | 0.74% | Reduce -16.7% | 20,434 | $1.0M |
| WR Wealth Planners, LLC | 0.29% | Reduce -59.3% | 20,424 | $1.0M |
| Fulcrum Equity Management | 0.87% | Reduce -41.3% | 20,256 | $1.0M |
| Laraway Financial Advisors Inc | 0.80% | Add +3.4% | 19,828 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -48.5% | 19,769 | $1.0M |
| Parallel Advisors, LLC | 0.02% | Reduce -13.5% | 19,483 | $989K |
| Heritage Wealth Partners, LLC | 1.15% | Reduce -5.6% | 19,268 | $978K |
| Bell Bank | 0.12% | No change | 19,259 | $977K |
| Northwest Capital Management Inc | 0.35% | Add +4.3% | 19,045 | $966K |
| Nwam LLC | 0.06% | Add +51.3% | 18,905 | $959K |
| Beaumont Financial Advisors, LLC | 0.07% | Add +2.1% | 18,874 | $958K |
| Prairie Wealth Advisors, Inc. | 0.47% | Reduce -38.3% | 18,868 | $957K |
| Intelligence Driven Advisers, LLC | 0.14% | Reduce -6.0% | 18,828 | $955K |
| Jacobi Capital Management LLC | 0.07% | Reduce -30.2% | 18,799 | $954K |
| US Bancorp \de | 0.00% | Add +5.6% | 18,722 | $950K |
| Unique Wealth, LLC | 0.22% | Reduce -3.2% | 18,717 | $950K |
| Apella Capital, LLC | 0.04% | Add +2.7% | 18,716 | $946K |
| Flagstar Securities, Inc. | 0.24% | Add +0.7% | 18,383 | $933K |
| Cherry Tree Wealth Management, LLC | 0.22% | Add +10.8% | 18,383 | $933K |
| Global Strategic Investment Solutions, LLC | 0.11% | No change | 18,122 | $920K |
| Authentikos Wealth Advisory, LLC | 0.87% | Reduce -29.8% | 17,878 | $907K |
| LVZ, Inc. | 0.12% | Reduce -0.8% | 17,766 | $901K |
| Lunt Capital Management, Inc. | 0.41% | No change | 17,232 | $874K |
| Pinion Investment Advisors, LLC | 0.37% | Add +1.3% | 17,205 | $873K |
| American Money Management, LLC | 0.17% | Reduce -45.9% | 17,010 | $863K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 17,000 | $863K |
| Oxinas Partners, LLC | 0.52% | Reduce -40.1% | 16,792 | $852K |
| Key Client Fiduciary Advisors, LLC | 0.39% | Reduce -0.3% | 16,776 | $851K |
| Marino, Stram & Associates LLC | 0.19% | New | 16,773 | $851K |
| Mountain Capital Investment Advisors Inc. | 0.19% | New | 16,807 | $848K |
| Prudential Financial Inc. | 0.00% | New | 16,639 | $844K |
| Parsons Capital Management Inc. | 0.05% | Add +11.9% | 16,580 | $841K |
| Woodmont Investment Counsel LLC | 0.06% | Add +8.3% | 16,396 | $832K |
| Smithfield Trust Co | 0.04% | New | 16,326 | $828K |
| Horan Capital Advisors, LLC. | 0.27% | Reduce -2.6% | 16,296 | $827K |
| Eagle Rock Investment Company, LLC | 0.14% | No change | 16,182 | $821K |
| Affiance Financial, LLC | 0.20% | Reduce -16.4% | 16,012 | $812K |
| Redmont Wealth Advisors LLC | 1.26% | Add +186.1% | 15,960 | $810K |
| Trivium Point Advisory, LLC | 0.11% | Add +45.1% | 15,753 | $795K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +29.4% | 15,461 | $785K |
| Brady Family Wealth, LLC | 0.24% | Add +7.3% | 15,443 | $784K |
| Roman Butler Fullerton & Co. | 0.23% | Add +25.0% | 15,353 | $776K |
| Princeton Global Asset Management LLC | 0.15% | Add +0.0% | 15,267 | $775K |
| Lake Street Private Wealth, LLC | 0.12% | Reduce -7.9% | 15,074 | $765K |
| Evanson Asset Management, LLC | 0.05% | No change | 15,000 | $761K |
| World Investment Advisors | 0.02% | Reduce -9.7% | 14,958 | $759K |
| Pennsylvania Capital Management Inc. | 0.27% | Reduce -17.8% | 14,926 | $757K |
| Ellsworth Advisors, LLC | 0.20% | Reduce -50.2% | 14,860 | $754K |
| Patten & Patten Inc. | 0.05% | Add +63.9% | 14,751 | $748K |
| Cannon Wealth Management Services, LLC | 0.68% | — | 14,705 | $746K |
| Argent Trust Co | 0.03% | New | 14,666 | $744K |
| First Heartland Consultants, Inc. | 0.08% | Add +3.8% | 14,572 | $739K |
| CAP Partners, LLC | 0.55% | Add +12.4% | 14,497 | $736K |
| Waterloo Capital, L.P. | 0.08% | Reduce -11.3% | 14,482 | $735K |
| Moloney Securities Asset Management, LLC | 0.10% | Reduce -3.5% | 14,438 | $733K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -16.3% | 14,386 | $730K |
| Spectrum Wealth Counsel, LLC | 0.09% | No change | 14,376 | $729K |
| Brown Advisory Inc. | 0.00% | Add +13.9% | 14,217 | $721K |
| Retirement Guys Formula LLC | 0.33% | New | 14,100 | $715K |
| Catalyst Private Wealth, LLC | 0.35% | No change | 14,087 | $715K |
| Condor Capital Management | 0.06% | Add +0.9% | 14,015 | $711K |
| Regal Investment Advisors LLC | 0.05% | Add +14.1% | 13,910 | $706K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -14.5% | 13,870 | $704K |
| Core Wealth Advisors, Inc. | 0.22% | No change | 13,728 | $697K |
| LaSalle St. Investment Advisors, LLC | 0.27% | Add +136.0% | 13,543 | $687K |
| Lifestyle Asset Management, Inc. | 0.38% | Add +12.2% | 13,490 | $684K |
| Virtue Capital Management, LLC | 0.14% | Reduce -61.4% | 13,452 | $683K |
| Thoroughbred Financial Services, LLC | 0.04% | New | 13,434 | $681K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -62.6% | 13,346 | $677K |
| Encompass More Asset Management | 0.25% | Reduce -35.3% | 13,175 | $669K |
| Acima Private Wealth, LLC | 0.22% | Reduce -8.3% | 13,091 | $664K |
| Sterling Investment Advisors, Ltd. | 0.17% | Reduce -13.1% | 13,050 | $662K |
| Realta Investment Advisors | 0.30% | Reduce -22.6% | 13,045 | $659K |
| Lee Financial Co | 0.09% | Add +58.4% | 12,941 | $657K |
| Access Financial Services, Inc. | 0.30% | Add +5.4% | 12,825 | $651K |
| Montecito Bank & Trust | 0.11% | Reduce -3.7% | 12,825 | $651K |
| Investment Partners Asset Management, Inc. | 0.53% | Add +6.4% | 12,794 | $649K |
| First Foundation Advisors | 0.02% | Reduce -49.2% | 12,714 | $645K |
| Empirical Asset Management, LLC | 0.23% | Add +0.0% | 12,634 | $641K |
| Etfidea, LLC | 0.20% | Reduce -29.1% | 12,614 | $640K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -6.5% | 12,528 | $636K |
| WFA of San Diego, LLC | 0.54% | Reduce -25.0% | 12,504 | $634K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 12,406 | $629K |
| Fiduciary Alliance LLC | 0.08% | Reduce -5.4% | 12,370 | $628K |
| Adamsbrown Wealth Consultants LLC | 0.21% | Add +128.0% | 12,101 | $614K |
| Alhambra Investment Management LLC | 0.32% | Reduce -9.4% | 12,060 | $612K |
| Seed Wealth Management, Inc. | 0.49% | New | 12,000 | $609K |
| Brown Miller Wealth Management, LLC | 0.24% | Reduce -30.7% | 11,995 | $609K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -1.7% | 11,997 | $607K |
| Tobias Financial Advisors, Inc. | 0.12% | Reduce -5.0% | 11,903 | $604K |
| SignalPoint Asset Management, LLC | 0.14% | Add +3.9% | 11,756 | $596K |
| WealthShield Partners, LLC | 0.08% | Reduce -5.3% | 11,662 | $592K |
| Atticus Wealth Management, LLC | 0.19% | Reduce -86.4% | 11,645 | $591K |
| Redwood Financial Network Corp | 0.46% | Reduce -7.5% | 11,566 | $587K |
| Family Manage LLC | 0.10% | Reduce -68.1% | 11,514 | $584K |
| Transform Wealth, LLC | 0.04% | Add +5.4% | 11,506 | $584K |
| Total Clarity Wealth Management, Inc. | 0.19% | Reduce -8.9% | 11,440 | $580K |
| Raymond James Trust N.A. | 0.01% | Reduce -7.3% | 11,335 | $575K |
| Prossimo Advisors, LLC | 0.42% | No change | 11,248 | $571K |
| Stratos Investment Management, LLC | 0.04% | Add +26.2% | 11,005 | $558K |
| Csenge Advisory Group | 0.03% | Add +12.9% | 11,020 | $557K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +100.9% | 10,809 | $548K |
| Mittelman Wealth Management | 0.31% | Add +32.2% | 10,765 | $546K |
| 49 Wealth Management, LLC | 0.09% | Add +10.8% | 10,748 | $545K |
| Ethos Financial Group, LLC | 0.09% | Reduce -24.0% | 10,685 | $542K |
| Atwood & Palmer Inc. | 0.04% | No change | 10,625 | $539K |
| Sowa Financial Group, Inc. | 0.34% | Reduce -2.5% | 10,563 | $536K |
| SPC Financial, Inc. | 0.05% | Reduce -7.9% | 10,494 | $532K |
| Legacy Capital Wealth Partners, LLC | 0.11% | Add +1.6% | 10,469 | $531K |
| Resurgent Financial Advisors LLC | 0.31% | Reduce -6.3% | 10,466 | $531K |
| Slow Capital, Inc. | 0.08% | New | 10,459 | $531K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -49.9% | 10,386 | $527K |
| Baker Ellis Asset Management LLC | 0.07% | Reduce -4.6% | 10,312 | $523K |
| Independent Solutions Wealth Management, LLC | 0.12% | New | 10,276 | $521K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -9.9% | 10,164 | $516K |
| Masso Torrence Wealth Management Inc. | 0.28% | Reduce -1.0% | 10,068 | $511K |
| Centurion Wealth Management LLC | 0.16% | — | 9,960 | $505K |
| Middleton & Co. Inc. | 0.06% | No change | 9,807 | $498K |
| Guerra Pan Advisors, LLC | 0.40% | No change | 9,776 | $496K |
| Dudley Capital Management, LLC | 0.26% | Add +58.9% | 9,694 | $492K |
| New England Private Wealth Advisors LLC | 0.08% | Add +1.3% | 9,639 | $489K |
| Family Investment Center, Inc. | 0.12% | Reduce -4.6% | 9,626 | $488K |
| Lionsbridge Wealth Management LLC | 0.39% | Reduce -88.1% | 9,608 | $488K |
| Kathleen S. Wright Associates Inc. | 0.20% | Add +0.3% | 9,540 | $484K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -6.1% | 9,488 | $481K |
| BCGM Wealth Management, LLC | 0.15% | Reduce -1.7% | 9,326 | $473K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 9,310 | $472K |
| Rollins Financial Advisors, LLC | 0.08% | New | 9,281 | $471K |
| Harbour Investment Management LLC | 0.21% | New | 9,200 | $467K |
| NewSquare Capital LLC | 0.04% | Add +5.4% | 9,083 | $461K |
| CPR Investments Inc. | 0.43% | Reduce -25.5% | 9,072 | $460K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -5.4% | 9,056 | $460K |
| Wedbush Securities Inc. | 0.02% | Reduce -34.5% | 9,034 | $458K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -2.9% | 9,016 | $457K |
| Avaii Wealth Management, LLC | 0.23% | Reduce -19.9% | 8,841 | $449K |
| Mullaney, Keating & Wright, Inc. | 0.31% | New | 8,837 | $448K |
| Life Line Wealth Management LLC | 0.16% | Add +1.3% | 8,825 | $448K |
| Belpointe Asset Management LLC | 0.03% | Reduce -75.5% | 8,706 | $442K |
| Horizon Financial Services, LLC | 0.26% | Reduce -13.5% | 8,672 | $440K |
| Albion Financial Group | 0.03% | Reduce -97.6% | 8,655 | $439K |
| Moors & Cabot, Inc. | 0.02% | Add +13.5% | 8,538 | $433K |
| AIFG Consultants Ltd. | 0.33% | New | 8,530 | $433K |
| Cadence Bank | 0.03% | No change | 8,493 | $431K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -97.5% | 8,494 | $431K |
| Summit Place Financial Advisors, LLC | 0.24% | Add +0.0% | 8,460 | $429K |
| StoneX Group Inc. | 0.03% | Add +37.9% | 8,389 | $426K |
| L & S Advisors Inc | 0.05% | Reduce -6.4% | 8,361 | $424K |
| KWB Wealth | 0.05% | Add +10.6% | 8,353 | $422K |
| BlackDiamond Wealth Management, LLC | 0.25% | Add +6.3% | 8,258 | $416K |
| Fortis Group Advisors, LLC | 0.08% | Add +16.0% | 8,159 | $414K |
| Andrew Hill Investment Advisors, Inc. | 0.31% | Reduce -4.1% | 8,055 | $409K |
| BKM Wealth Management, LLC | 0.17% | Add +6.0% | 8,044 | $408K |
| Orion Capital Management LLC | 0.20% | Add +149.8% | 8,035 | $408K |
| Capital Planning Advisors, LLC | 0.06% | No change | 8,035 | $408K |
| Pinnacle Associates Ltd. | 0.01% | Add +87.9% | 8,098 | $407K |
| Summa Corp. | 0.19% | No change | 8,000 | $406K |
| ETF Store, Inc. | 0.42% | Reduce -0.7% | 7,984 | $405K |
| Stonehearth Capital Management, LLC | 0.16% | Reduce -78.1% | 7,925 | $402K |
| Slagle Financial, LLC | 0.18% | Reduce -4.7% | 7,923 | $402K |
| National Wealth Management Group, LLC | 0.27% | Reduce -16.2% | 7,900 | $401K |
| Mendel Money Management | 0.17% | Reduce -2.1% | 7,860 | $399K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -18.1% | 7,855 | $399K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.5% | 7,785 | $395K |
| Inscription Capital, LLC | 0.06% | Add +34.2% | 7,759 | $394K |
| Sunflower Bank, N.A. | 0.11% | No change | 7,725 | $392K |
| World Equity Group, Inc. | 0.14% | Reduce -19.9% | 7,611 | $386K |
| GEM Asset Management, LLC | 0.22% | No change | 7,600 | $384K |
| Institute for Wealth Management, LLC. | 0.05% | New | 7,504 | $381K |
| Cibc World Market Inc. | 0.00% | Add +13.0% | 7,421 | $377K |
| Verus Capital Partners, LLC | 0.04% | Add +37.6% | 7,347 | $373K |
| InTrack Investment Management Inc | 0.26% | Reduce -19.0% | 7,287 | $370K |
| Aull & Monroe Investment Management Corp | 0.17% | No change | 7,284 | $370K |
| McAdam, LLC | 0.02% | Reduce -53.7% | 7,243 | $368K |
| Twelve Points Wealth Management LLC | 0.11% | Reduce -1.3% | 7,046 | $358K |
| Prevail Innovative Wealth Advisors, LLC | 0.11% | New | 7,018 | $356K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 6,984 | $354K |
| Drive Wealth Management, LLC | 0.09% | Reduce -36.0% | 6,966 | $353K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -6.2% | 6,959 | $353K |
| EPG Wealth Management LLC | 0.09% | Add +0.0% | 6,955 | $353K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +13.0% | 6,879 | $349K |
| Ascent Group, LLC | 0.03% | Reduce -0.3% | 6,692 | $340K |
| Diversified Portfolios, Inc. | 0.04% | Add +52.3% | 6,643 | $337K |
| WealthPLAN Partners, LLC | 0.04% | Add +8.3% | 6,554 | $333K |
| Smith, Moore & Co. | 0.03% | Add +1.0% | 6,533 | $331K |
| Opes Wealth Management LLC | 0.06% | Add +1.6% | 6,450 | $327K |
| Ironvine Capital Partners, LLC | 0.04% | No change | 6,441 | $327K |
| Glenview Trust Co | 0.01% | No change | 6,428 | $326K |
| Executive Wealth Management, LLC | 0.03% | Reduce -30.7% | 6,369 | $323K |
| Ballentine Capital Advisors, Inc | 0.16% | New | 6,361 | $323K |
| Haverford Trust Co | 0.00% | No change | 6,350 | $322K |
| Gentry Private Wealth, LLC | 0.26% | New | 6,293 | $319K |
| Mosaic Advisors LLC | 0.24% | Add +1.3% | 6,285 | $319K |
| Security Financial Services, INC. | 0.06% | Reduce -3.0% | 6,237 | $316K |
| Sterling Financial Group, Inc. | 0.13% | New | 6,178 | $313K |
| SteelPeak Wealth, LLC | 0.01% | Add +6.9% | 6,134 | $311K |
| FMA Wealth Management, LLC | 0.22% | Reduce -13.7% | 6,086 | $309K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -2.4% | 6,054 | $307K |
| Regions Financial Corp. | 0.00% | Add +46.3% | 6,034 | $306K |
| Gemmer Asset Management LLC | 0.03% | No change | 6,000 | $304K |
| Etesian Wealth Advisors, Inc. | 0.14% | Reduce -6.2% | 5,993 | $304K |
| Summit Trail Advisors, LLC | 0.01% | No change | 5,971 | $303K |
| Inspire Advisors, LLC | 0.04% | Add +39.3% | 5,947 | $302K |
| Richard W. Paul & Associates, LLC | 0.11% | Reduce -65.0% | 5,946 | $302K |
| Zimmermann Investment Management & Planning LLC | 0.09% | Reduce -45.4% | 5,885 | $299K |
| Physician Wealth Advisors, Inc. | 0.05% | New | 5,879 | $297K |
| Spinnaker Investment Group, LLC | 0.07% | New | 5,849 | $297K |
| One Degree Advisors Inc | 0.12% | New | 5,853 | $296K |
| McIlrath & Eck, LLC | 0.04% | Add +1.2% | 5,794 | $294K |
| Prosperity Wealth Management, Inc. | 0.12% | Reduce -45.0% | 5,754 | $292K |
| Smith Anglin Financial, LLC | 0.03% | Add +1.1% | 5,684 | $288K |
| Berger Financial Group, Inc | 0.02% | Reduce -6.8% | 5,684 | $288K |
| Asset Allocation Strategies LLC | 0.08% | Add +12.6% | 5,634 | $286K |
| Clear Point Advisors Inc. | 0.22% | Reduce -14.7% | 5,556 | $282K |
| Private Client Services, LLC | 0.15% | New | 5,513 | $280K |
| Indie Asset Partners, LLC | 0.21% | Reduce -1.0% | 5,508 | $279K |
| Proffitt & Goodson Inc. | 0.05% | Add +16.4% | 5,458 | $277K |
| Cherry Creek Investment Advisors, Inc. | 0.14% | Reduce -31.2% | 5,455 | $277K |
| Kathmere Capital Management, LLC | 0.03% | No change | 5,447 | $276K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.9% | 5,392 | $274K |
| Alpha Omega Group, Inc. | 0.37% | Add +2.1% | 5,341 | $271K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 5,321 | $270K |
| Agate Pass Investment Management, LLC | 0.13% | Reduce -15.9% | 5,284 | $268K |
| Integrated Capital Management, LLC | 0.14% | — | 5,257 | $267K |
| Client First Investment Management LLC | 0.20% | Reduce -16.3% | 5,198 | $264K |
| Curi Capital, LLC | 0.01% | Add +14.3% | 5,161 | $262K |
| Bank of Nova Scotia | 0.00% | Reduce -18.0% | 5,109 | $259K |
| Kintra Wealth, LLC | 0.18% | No change | 5,100 | $259K |
| McBroom & Associates, LLC | 0.16% | New | 5,064 | $257K |
| Calton & Associates, Inc. | 0.10% | New | 5,045 | $256K |
| NBT Bank, N.A. | 0.02% | Reduce -36.4% | 5,035 | $255K |
| HHM Wealth Advisors, LLC | 0.04% | Add +8.9% | 5,007 | $254K |
| Morris Financial Concepts, Inc. | 0.11% | Add +6.0% | 4,895 | $248K |
| Leo Wealth, LLC | 0.02% | Reduce -46.6% | 4,858 | $247K |
| Forbes J M & Co. LLP | 0.02% | No change | 4,842 | $246K |
| Hart & Patterson Financial Group LLC | 0.12% | Add +2.1% | 4,825 | $245K |
| Harvest Investment Services, LLC | 0.08% | Reduce -1.4% | 4,812 | $244K |
| Terril Brothers, Inc. | 0.08% | No change | 4,800 | $244K |
| NFSG Corp | 0.09% | Add +1.2% | 4,773 | $242K |
| Community Trust & Investment Co. | 0.02% | New | 4,700 | $238K |
| Prentice Wealth Management LLC | 0.07% | Reduce -34.7% | 4,682 | $238K |
| Arax Advisory Partners | 0.02% | Reduce -92.8% | 4,655 | $236K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -85.7% | 4,661 | $236K |
| Compound Planning, Inc. | 0.01% | Reduce -2.9% | 4,647 | $236K |
| Hall Laurie J Trustee | 0.07% | No change | 4,630 | $235K |
| SkyView Investment Advisors, LLC | 0.04% | Reduce -26.6% | 4,628 | $235K |
| Headinvest, LLC | 0.04% | Reduce -20.8% | 4,620 | $234K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 4,569 | $232K |
| Stephens Consulting, LLC | 0.06% | New | 4,546 | $231K |
| IFG Advisors, LLC | 0.05% | Reduce -3.0% | 4,530 | $230K |
| Caldwell Sutter Capital, Inc. | 0.11% | Add +192.7% | 4,502 | $228K |
| Larson Financial Group LLC | 0.01% | Add +0.9% | 4,486 | $228K |
| Discipline Wealth Solutions, LLC | 0.12% | New | 4,477 | $227K |
| Fullcircle Wealth LLC | 0.10% | No change | 4,487 | $227K |
| SYM FINANCIAL Corp | 0.03% | Reduce -63.8% | 4,451 | $226K |
| Muirfield Wealth Advisors LLC | 0.19% | Add +10.0% | 4,430 | $225K |
| TrueMark Investments, LLC | 0.07% | Reduce -20.9% | 4,357 | $221K |
| Aveo Capital Partners, LLC | 0.02% | Reduce -2.6% | 4,334 | $220K |
| Financial Strategies Group, Inc. | 0.05% | Add +0.1% | 4,328 | $219K |
| Revisor Wealth Management LLC | 0.14% | New | 4,288 | $218K |
| Journey Advisory Group, LLC | 0.03% | Reduce -3.6% | 4,265 | $215K |
| Plan Group Financial, LLC | 0.11% | Reduce -0.3% | 4,217 | $214K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -27.0% | 4,213 | $213K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $211K |
| Five Oceans Advisors | 0.10% | Reduce -1.5% | 4,138 | $210K |
| Centennial Wealth Advisory LLC | 0.08% | Reduce -93.8% | 4,115 | $209K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | Reduce -2.3% | 4,112 | $209K |
| Kraematon Investment Advisors, Inc. | 0.20% | Add +0.4% | 4,106 | $208K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -77.7% | 4,094 | $208K |
| Westbourne Investment Advisors, Inc. | 0.07% | No change | 4,075 | $207K |
| GYL Financial Synergies, LLC | 0.02% | Reduce -36.5% | 4,042 | $205K |
| Financial Alternatives, Inc | 0.14% | No change | 4,000 | $203K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $203K |
| Angeles Wealth Management, LLC | 0.02% | No change | 4,000 | $203K |
| Sage Mountain Advisors LLC | 0.02% | Add +104.0% | 3,858 | $196K |
| Family Capital Trust Co | 0.06% | Add +14.8% | 3,773 | $191K |
| Barrett & Company, Inc. | 0.08% | No change | 3,675 | $186K |
| First Horizon Advisors, Inc. | 0.01% | Add +11.7% | 3,573 | $181K |
| NorthRock Partners, LLC | 0.01% | Add +1.5% | 3,553 | $180K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -53.3% | 3,500 | $178K |
| Heck Capital Advisors, LLC | 0.02% | Add +39.7% | 3,381 | $172K |
| MidAtlantic Capital Management, Inc. | 0.12% | Add +94.1% | 3,173 | $161K |
| Iron Horse Wealth Management, LLC | 0.05% | Reduce -9.0% | 3,083 | $156K |
| Toth Financial Advisory Corp. | 0.02% | Add +0.8% | 3,043 | $154K |
| Avior Wealth Management, LLC | 0.01% | Reduce -46.0% | 2,682 | $136K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -39.0% | 2,665 | $135K |
| Annapolis Financial Services, LLC | 0.04% | No change | 2,648 | $134K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -8.0% | 2,515 | $128K |
| Sectoral Asset Management Inc. | 0.07% | New | 2,500 | $127K |
| Fairway Wealth LLC | 0.06% | No change | 2,490 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.4% | 2,283 | $116K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,261 | $115K |
| Planned Solutions, Inc. | 0.05% | New | 2,260 | $115K |
| Acropolis Investment Management, LLC | 0.01% | Add +1.4% | 2,108 | $107K |
| HM Payson & Co. | 0.00% | No change | 2,092 | $106K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,071 | $105K |
| Abich Financial Wealth Management LLC | 0.23% | No change | 1,994 | $101K |
| Main Management LLC | 0.01% | No change | 1,959 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.7% | 1,938 | $98K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,822 | $92K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +21.4% | 1,817 | $92K |
| Archer Investment Corp | 0.02% | No change | 1,802 | $91K |
| Wagner Wealth Management, LLC | 0.02% | Add +188.4% | 1,693 | $86K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +238.4% | 1,692 | $86K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Add +77.9% | 1,601 | $81K |
| Wintrust Investments LLC | 0.06% | Reduce -84.5% | 1,593 | $80K |
| Capital Analysts, LLC | 0.00% | Reduce -96.3% | 1,576 | $80K |
| PSI Advisors, LLC | 0.02% | No change | 1,410 | $72K |
| Eagle Bay Advisors LLC | 0.03% | No change | 1,386 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $66K |
| Whittier Trust Co. | 0.00% | Add +29.5% | 1,295 | $66K |
| Security National Bank | 0.01% | No change | 1,271 | $64K |
| Activest Wealth Management | 0.02% | No change | 1,197 | $61K |
| St Germain D J Co. Inc. | 0.00% | Reduce -66.1% | 1,137 | $58K |
| Glass Jacobson Investment Advisors llc | 0.02% | Reduce -15.6% | 1,080 | $55K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Sunbelt Securities, Inc. | 0.00% | No change | 993 | $50K |
| Signature Resources Capital Management, LLC | 0.04% | Reduce -0.7% | 966 | $49K |
| Alpine Bank Wealth Management | 0.01% | — | 929 | $47K |
| National Bank of Canada | 0.00% | Reduce -93.5% | 912 | $46K |
| Key Financial Inc | 0.01% | No change | 910 | $46K |
| Coppell Advisory Solutions LLC | 0.01% | No change | 875 | $44K |
| Painted Porch Advisors LLC | 0.02% | Add +13.2% | 867 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| Investors Research Corp | 0.01% | No change | 828 | $42K |
| Bessemer Group Inc. | 0.00% | No change | 800 | $41K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| Perritt Capital Management Inc | 0.02% | Add +1.2% | 735 | $37K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +1.2% | 733 | $37K |
| LRI Investments, LLC | 0.00% | No change | 600 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.2% | 566 | $29K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -67.3% | 556 | $28K |
| Kennebec Savings Bank | 0.03% | — | 535 | $27K |
| Global Trust Asset Management, LLC | 0.01% | No change | 533 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +9.2% | 452 | $23K |
| CVA Family Office, LLC | 0.00% | New | 451 | $23K |
| Tucker Asset Management LLC | 0.01% | Add +4.0% | 439 | $22K |
| Legacy Investment Solutions, LLC | 0.01% | — | 434 | $22K |
| Legacy Wealth Managment, LLC | 0.01% | — | 434 | $22K |
| First Command Advisory Services, Inc. | 0.00% | New | 411 | $21K |
| Sound Income Strategies, LLC | 0.00% | Add +21.6% | 411 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -2.2% | 400 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 399 | $20K |
| Hilltop National Bank | 0.01% | No change | 391 | $20K |
| Centerpoint Advisors, LLC | 0.01% | Add +121.3% | 374 | $19K |
| PrairieView Partners, LLC | 0.00% | Add +7.2% | 341 | $17K |
| Darwin Wealth Management, LLC | 0.00% | New | 306 | $16K |
| Asset Dedication, LLC | 0.00% | New | 288 | $15K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| Evermay Wealth Management LLC | 0.00% | Reduce -57.6% | 269 | $14K |
| Eastern Bank | 0.00% | New | 263 | $13K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 243 | $12K |
| FWL Investment Management, LLC | 0.00% | New | 232 | $12K |
| WealthCollab, LLC | 0.01% | New | 217 | $11K |
| FSA Wealth Management LLC | 0.00% | — | 200 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 188 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 177 | $9K |
| JDM Financial Group LLC | 0.00% | No change | 164 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | — | 154 | $8K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +24.7% | 106 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 89 | $5K |
| PFG Private Wealth Management, LLC | 0.00% | New | 83 | $4K |
| Arvest Investments, Inc. | 0.00% | Reduce -89.7% | 63 | $3K |
| Operose Advisors LLC | 0.00% | No change | 61 | $3K |
| CGC Financial Services, LLC | 0.00% | Reduce -83.6% | 50 | $3K |
| Clarity Asset Management, Inc. | 0.00% | Add +55.6% | 42 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $2K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 29 | $1K |
| Trust Co | 0.00% | No change | 25 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -83.8% | 25 | $1K |
| Peterson Financial Group, Inc. | 0.00% | New | 23 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $913 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $812 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 15 | $762 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $558 |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $457 |
| Rakuten Securities, Inc. | 0.00% | Reduce -73.3% | 8 | $406 |
| Earned Wealth Advisors, LLC | 0.00% | New | 4 | $203 |
| New Millennium Group LLC | 0.00% | No change | 1 | $31 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.