JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q4 2024 (December 31)1,076holders +98
87new positions
58sold out
5famous investors
$50.41avg. 13F price*
At the end of Q4 2024, 1,076 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 98 from Q3 2024. 87 opened new positions and 58 sold out. The largest holders were JPMorgan Chase & Co. ($4.9B), Morgan Stanley ($2.8B) and Bank of America Corp. ($726.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $380.2M |
| Exits | 58 | $151.7M |
All 13F filers, Q3 2024 → Q4 2024: 57,909,311 shares bought and 17,173,178 shares sold, net +40,736,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,076 holders
| JPMorgan Chase & Co. | 0.39% | Add +32.6% | 97,516,324 | $4.9B |
| Morgan Stanley | 0.19% | Reduce -2.9% | 54,842,754 | $2.8B |
| Bank of America Corp. | 0.07% | Add +5.5% | 14,427,628 | $726.7M |
| FMR LLC | 0.04% | Add +0.0% | 14,230,282 | $716.8M |
| LPL Financial LLC | 0.26% | Add +13.6% | 12,694,776 | $639.4M |
| Charles Schwab Investment Management Inc. | 0.10% | Reduce -19.3% | 10,980,839 | $553.1M |
| UBS Group AG | 0.11% | Add +9.3% | 9,381,277 | $472.5M |
| HB Wealth Management, LLC | 4.26% | Add +11.2% | 8,316,836 | $416.6M |
| Wells Fargo & Company | 0.09% | Add +3.3% | 7,130,097 | $359.1M |
| Betterment LLC | 0.75% | Add +8.6% | 6,216,053 | $313.1M |
| Wealth Enhancement Advisory Services, LLC | 0.49% | Reduce -11.7% | 5,082,038 | $256.0M |
| Cerity Partners LLC | 0.50% | Add +27.7% | 4,557,975 | $230.3M |
| Cambridge Investment Research Advisors, Inc. | 0.64% | Add +118.2% | 3,781,153 | $190.5M |
| Royal Bank of Canada | 0.04% | Add +4.7% | 3,641,449 | $183.4M |
| Raymond James Financial Inc. | 0.06% | — | 3,452,138 | $173.9M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +37.6% | 3,367,428 | $169.6M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -11.9% | 2,670,560 | $134.5M |
| Foster Dykema Cabot & Partners, LLC | 9.79% | Add +5.1% | 2,483,092 | $125.6M |
| Townsquare Capital LLC | 1.31% | Reduce -3.8% | 2,307,809 | $116.2M |
| NorthCoast Asset Management LLC | 0.55% | Add +31.1% | 2,207,836 | $111.2M |
| Spire Wealth Management | 3.45% | Add +8.9% | 2,203,675 | $111.0M |
| Osaic Holdings, Inc. | 0.25% | Reduce -5.0% | 2,189,743 | $110.3M |
| Cetera Investment Advisers | 0.21% | Reduce -14.3% | 2,018,683 | $101.7M |
| Ameriprise Financial Inc. | 0.03% | Add +71.8% | 2,015,233 | $101.5M |
| Flow Traders U.S. LLC | 3.98% | New | 1,979,154 | $99.7M |
| Bridgewater Advisors Inc. | 10.12% | Add +11.2% | 1,922,583 | $97.0M |
| Quadrant Capital Group LLC | 6.45% | Add +10.1% | 1,861,199 | $93.7M |
| Renaissance Technologies | 0.14% | Add +11.1% | 1,830,800 | $92.2M |
| Commonwealth Equity Services, LLC | 0.13% | Add +4.2% | 1,811,715 | $91.3M |
| State of Tennessee, Department of Treasury | 0.33% | New | 1,806,758 | $91.0M |
| Ancora Advisors LLC | 1.82% | Add +2.6% | 1,620,944 | $81.6M |
| Cornerstone Management, Inc. | 15.74% | Add +2.1% | 1,614,971 | $81.3M |
| Stifel Financial Corp. | 0.08% | Add +0.3% | 1,504,649 | $75.8M |
| Members Capital Advisors Inc. | 67.72% | Add +49.5% | 1,495,000 | $75.3M |
| Rock Creek Group LLC | 7.70% | Add +97.8% | 1,450,354 | $73.2M |
| Legacy Wealth Management, LLC | 4.67% | Add +4.6% | 1,444,695 | $72.8M |
| Assetmark, Inc. | 0.18% | Add +1.7% | 1,287,821 | $64.9M |
| Signaturefd, LLC | 1.15% | Reduce -12.3% | 1,208,043 | $60.8M |
| MML Investors Services, LLC | 0.20% | Add +24.6% | 1,175,006 | $59.2M |
| Sei Investments Co. | 0.07% | Add +2.1% | 1,114,292 | $56.1M |
| Cwm, LLC | 0.23% | Add +5.4% | 1,100,630 | $55.4M |
| Fifth Third Bancorp | 0.20% | Add +14.6% | 1,080,682 | $54.4M |
| McMorgan & Co. LLC | 8.22% | Add +22.5% | 1,054,675 | $53.1M |
| United Capital Financial Advisors, LLC | 0.44% | Reduce -1.4% | 1,025,458 | $51.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.61% | No change | 1,000,000 | $50.4M |
| Axxcess Wealth Management, LLC | 1.24% | Add +0.0% | 998,036 | $50.3M |
| Great Valley Advisor Group, Inc. | 1.11% | Add +19.2% | 988,042 | $49.8M |
| N.E.W. Advisory Services LLC | 4.62% | Add +8.7% | 964,963 | $48.6M |
| Private Advisor Group, LLC | 0.27% | Add +17.6% | 950,815 | $47.9M |
| Peterson Wealth Advisors, LLC | 8.61% | Add +0.2% | 948,344 | $47.8M |
| Acorns Advisers, LLC | 0.45% | Add +1.9% | 916,755 | $46.2M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 888,555 | $44.8M |
| Mgo One Seven LLC | 1.62% | Reduce -2.2% | 835,812 | $42.1M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +2.1% | 801,684 | $40.5M |
| Equitable Holdings, Inc. | 0.38% | Reduce -48.1% | 797,935 | $40.2M |
| Phoenix Wealth Advisors | 17.01% | Add +33.4% | 778,719 | $39.2M |
| Valmark Advisers, Inc. | 0.60% | Add +9.4% | 769,105 | $38.7M |
| Greenwood Gearhart LLC | 2.65% | Add +20.5% | 762,687 | $38.4M |
| Stephens Inc. | 0.54% | Add +0.4% | 757,523 | $38.2M |
| Alpha Omega Wealth Management LLC | 7.16% | Reduce -1.5% | 749,979 | $37.8M |
| Roof Eidam Maycock Peralta, LLC | 9.73% | Add +106.4% | 748,002 | $37.7M |
| Fairview Capital Investment Management, LLC | 1.88% | Add +21.3% | 718,104 | $36.2M |
| Round Rock Advisors LLC | 7.34% | Add +450.6% | 710,477 | $35.8M |
| Obsidian Cio, LLC | 6.52% | Add +62.3% | 708,986 | $35.7M |
| Trustmark Bank Trust Department | 2.62% | Add +40.6% | 701,224 | $35.3M |
| Avantax Advisory Services, Inc. | 0.22% | Reduce -1.3% | 699,332 | $35.2M |
| Donoghue Forlines LLC | 10.69% | Add +40.6% | 634,530 | $32.0M |
| Aptus Capital Advisors, LLC | 0.38% | Add +379.0% | 630,764 | $31.8M |
| Captrust Financial Advisors | 0.09% | Reduce -13.4% | 628,574 | $31.7M |
| Rosenberg Matthew Hamilton | 8.21% | Add +4.3% | 627,510 | $31.6M |
| Great Point Wealth Advisors, LLC | 6.48% | Add +0.6% | 588,271 | $29.6M |
| Rockefeller Capital Management L.P. | 0.08% | Add +12.2% | 588,231 | $29.6M |
| Bramshill Investments, LLC | 4.60% | No change | 580,797 | $29.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +106.7% | 575,674 | $29.0M |
| Peapack Gladstone Financial Corp. | 0.41% | Add +11.6% | 561,459 | $28.3M |
| Citigroup Inc. | 0.03% | Add +202.8% | 559,742 | $28.2M |
| San Luis Wealth Advisors LLC | 5.21% | Add +27.5% | 546,699 | $27.5M |
| Sollinda Capital Management LLC | 7.53% | Reduce -1.8% | 543,838 | $27.4M |
| Focus Partners Wealth | 0.07% | Add +290.6% | 542,396 | $27.4M |
| Beacon Bank & Trust | 6.33% | Add +2.5% | 540,834 | $27.2M |
| Mariner, LLC | 0.04% | Add +6.5% | 522,832 | $26.3M |
| Compass Financial Services Inc | 14.63% | — | 513,123 | $25.8M |
| Norden Group LLC | 2.87% | Reduce -4.3% | 503,482 | $25.4M |
| Capital Asset Advisory Services LLC | 1.24% | Add +1.4% | 500,486 | $25.2M |
| Flagship Harbor Advisors, LLC | 1.32% | Add +8.0% | 500,342 | $25.2M |
| Cresset Asset Management, LLC | 0.12% | Reduce -7.7% | 496,953 | $25.1M |
| Clarus Group, Inc. | 8.93% | Add +12.2% | 498,307 | $25.1M |
| Appleton Partners Inc. | 1.84% | Reduce -14.8% | 493,462 | $24.9M |
| American Trust | 1.89% | Add +1.6% | 492,775 | $24.8M |
| StrongBox Wealth, LLC | 10.47% | Add +17.6% | 490,987 | $24.7M |
| SkyOak Wealth, LLC | 5.28% | Add +0.1% | 490,133 | $24.7M |
| NewEdge Advisors, LLC | 0.15% | Add +24.2% | 489,906 | $24.7M |
| Integrated Wealth Concepts LLC | 0.29% | Add +54.4% | 488,465 | $24.6M |
| Soltis Investment Advisors LLC | 2.27% | Reduce -2.2% | 487,038 | $24.5M |
| Beacon Investment Advisory Services, Inc. | 1.06% | Reduce -1.4% | 487,019 | $24.5M |
| Franklin Resources Inc. | 0.01% | Add +6.4% | 485,808 | $24.5M |
| Mainstream Capital Management LLC | 16.97% | Add +77.5% | 480,531 | $24.2M |
| Bryn Mawr Trust Advisors, LLC | 1.29% | Reduce -0.3% | 476,442 | $24.0M |
| Fluent Financial, LLC | 10.61% | New | 475,994 | $24.0M |
| Cooper Financial Group | 2.89% | Add +18.5% | 475,706 | $24.0M |
| Financial Management Professionals, Inc. | 3.00% | Reduce -23.0% | 471,524 | $23.8M |
| Evensky & Katz LLC | 1.51% | Add +1.5% | 458,186 | $23.1M |
| Weatherly Asset Management L. P. | 2.05% | Add +6.0% | 456,304 | $23.1M |
| Thomasville National Bank | 1.65% | Add +10.0% | 455,490 | $22.9M |
| Jones Financial Companies LLLP | 0.02% | Add +149.3% | 452,685 | $22.8M |
| Ironwood Wealth Management, Inc. | 11.05% | Add +3.1% | 444,147 | $22.4M |
| Janney Montgomery Scott LLC | 0.06% | Add +11.2% | 444,573 | $22.4M |
| Crane Advisory, LLC | 3.81% | New | 431,560 | $21.8M |
| Atria Wealth Solutions, Inc. | 0.23% | Reduce -15.1% | 422,153 | $21.3M |
| Hudock, Inc. | 3.69% | Reduce -7.1% | 419,700 | $21.1M |
| Roberts Wealth Advisors, LLC | 6.42% | Add +22.8% | 418,712 | $21.1M |
| AdvisorNet Financial, Inc | 1.77% | Add +24.3% | 418,650 | $21.1M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -42.6% | 416,617 | $21.0M |
| Endurance Services Ltd | 3.50% | No change | 415,000 | $20.9M |
| Nepsis Inc. | 5.21% | Add +1.5% | 39,630 | $20.9M |
| Palumbo Wealth Management LLC | 7.79% | New | 414,088 | $20.9M |
| Mascoma Wealth Management LLC | 5.18% | Add +0.9% | 409,592 | $20.6M |
| AE Wealth Management LLC | 0.17% | Reduce -3.1% | 402,473 | $20.3M |
| Ascension Capital Advisors, Inc. | 8.69% | Add +126.0% | 395,769 | $19.9M |
| Heritage Oak Wealth Advisors LLC | 9.49% | New | 394,183 | $19.9M |
| Capital Investment Advisory Services, LLC | 1.90% | Reduce -2.1% | 391,722 | $19.7M |
| Waverly Advisors, LLC | 0.30% | Add +18.1% | 388,265 | $19.6M |
| Portside Wealth Group, LLC | 3.23% | Reduce -5.2% | 387,344 | $19.5M |
| Allworth Financial LP | 0.11% | Reduce -14.6% | 384,518 | $19.4M |
| Krilogy Financial LLC | 1.29% | Add +99.8% | 384,124 | $19.3M |
| Paragon Advisors, LLC | 6.61% | Add +335.5% | 382,676 | $19.3M |
| Cynosure Group, LLC | 2.87% | Reduce -0.3% | 380,835 | $19.2M |
| IFP Advisors, Inc | 0.63% | Add +0.2% | 380,780 | $19.2M |
| Arbor Investment Advisors, LLC | 2.70% | Add +1.9% | 380,437 | $19.2M |
| Harbour Investments, Inc. | 0.55% | Reduce -5.1% | 379,117 | $19.1M |
| Wellington Wealth Strategies, LLC. | 17.32% | Add +326.4% | 401,578 | $19.0M |
| Rockingstone Advisors LLC | 8.30% | Add +27.4% | 373,115 | $18.8M |
| IMZ Advisory Inc | 8.51% | Reduce -2.9% | 370,279 | $18.7M |
| Naviter Wealth, LLC | 2.20% | Reduce -17.5% | 360,326 | $18.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Reduce -0.2% | 355,622 | $17.9M |
| Ridgepath Capital Management LLC | 8.15% | Add +83.5% | 351,277 | $17.7M |
| Donaldson Capital Management, LLC | 0.67% | Add +131.6% | 349,008 | $17.6M |
| Choreo, LLC | 0.25% | Add +565.7% | 344,256 | $17.4M |
| Summit Wealth Partners, LLC | 3.57% | Reduce -4.2% | 345,460 | $17.4M |
| Frisch Financial Group, Inc. | 5.24% | Add +5.6% | 342,561 | $17.3M |
| Souders Financial Advisors | 2.39% | Add +11.3% | 340,031 | $17.1M |
| Paradigm, Strategies in Wealth Management, LLC | 11.27% | Reduce -9.8% | 339,426 | $17.1M |
| Legacy Capital Group California, Inc. | 5.17% | Reduce -12.7% | 336,602 | $17.0M |
| White Wing Wealth Management | 12.22% | Add +5.7% | 326,323 | $16.4M |
| Strategent Financial, LLC | 16.32% | — | 326,131 | $16.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -18.2% | 321,832 | $16.2M |
| Cahaba Wealth Management, Inc. | 1.34% | Add +6.1% | 320,891 | $16.2M |
| Valley Wealth Managers, Inc. | 1.19% | Add +12.4% | 316,865 | $16.0M |
| Legacy Private Trust Co. | 1.03% | Add +59.9% | 313,943 | $15.8M |
| Synovus Financial Corp. | 0.20% | Reduce -49.7% | 313,343 | $15.8M |
| RPg Family Wealth Advisory, LLC | 5.56% | Add +12.2% | 311,071 | $15.7M |
| Highline Wealth Partners LLC | 5.12% | Reduce -33.5% | 310,957 | $15.7M |
| Capital Advisors Wealth Management, LLC | 2.78% | Add +17.2% | 309,857 | $15.6M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +11.6% | 309,388 | $15.6M |
| Ameritas Advisory Services, LLC | 0.53% | Reduce -10.3% | 307,131 | $15.5M |
| John W. Brooker & Co., CPAs | 6.65% | Add +27.2% | 306,039 | $15.4M |
| Verum Partners LLC | 4.45% | Reduce -40.4% | 305,939 | $15.4M |
| Ridgeline Wealth Planning, LLC | 14.68% | — | 304,576 | $15.3M |
| Requisite Capital Management, LLC | 3.08% | Reduce -26.2% | 298,403 | $15.1M |
| Schwallier Wealth Management LLC | 11.40% | Reduce -17.9% | 297,437 | $15.0M |
| Ruggaard & Associates LLC | 6.51% | Add +3.3% | 294,777 | $14.8M |
| Dakota Wealth Management | 0.34% | Add +14.4% | 294,311 | $14.8M |
| Citizens Financial Group Inc. | 0.29% | Reduce -5.9% | 293,090 | $14.8M |
| MBM Wealth Consultants, LLC | 4.39% | Add +22.0% | 292,735 | $14.8M |
| Comerica Bank | 0.06% | Add +0.8% | 286,907 | $14.5M |
| Dynamic Advisor Solutions LLC | 0.62% | Add +4.1% | 286,102 | $14.4M |
| Simon Quick Advisors, LLC | 0.85% | Add +0.7% | 280,108 | $14.1M |
| REDW Wealth LLC | 4.88% | Reduce -13.8% | 279,093 | $14.1M |
| Prosperity Consulting Group, LLC | 1.05% | Add +16.7% | 277,931 | $14.0M |
| Prism Advisors, Inc. | 4.18% | Add +1.7% | 277,107 | $14.0M |
| Alliance Wealth Advisors, LLC | 3.58% | Add +0.1% | 275,425 | $13.9M |
| Kwmg, LLC | 1.42% | Add +1.4% | 274,666 | $13.8M |
| Flaharty Asset Management, LLC | 2.01% | Reduce -50.6% | 273,922 | $13.8M |
| ORG Partners LLC | 1.90% | Add +464.4% | 272,980 | $13.8M |
| Independent Advisor Alliance | 0.18% | New | 272,774 | $13.7M |
| JFS Wealth Advisors, LLC | 0.93% | Add +3.6% | 269,776 | $13.6M |
| Parkside Investments, LLC | 2.02% | Reduce -3.8% | 267,597 | $13.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.58% | Add +9.4% | 266,807 | $13.4M |
| WCG Wealth Advisors LLC | 0.86% | Add +8.8% | 257,418 | $13.0M |
| Clark Capital Management Group, Inc. | 0.09% | Add +17.9% | 256,501 | $12.9M |
| Citadel Advisors | 0.01% | Add +417.0% | 256,331 | $12.9M |
| Avestar Capital, LLC | 1.17% | Reduce -11.5% | 253,662 | $12.8M |
| Financial Security Advisor, Inc. | 3.25% | Reduce -6.1% | 252,980 | $12.8M |
| Saiph Capital, LLC | 5.79% | Reduce -2.7% | 253,271 | $12.8M |
| Truist Financial Corp. | 0.02% | Add +5.2% | 251,111 | $12.6M |
| Northeast Planning Associates, Inc. / NH / | 13.04% | — | 250,078 | $12.6M |
| HighTower Advisors, LLC | 0.02% | Add +3.1% | 247,860 | $12.5M |
| Heritage Financial Services, LLC | 1.65% | Reduce -7.3% | 246,506 | $12.4M |
| Three Seasons Wealth, LLC | 5.88% | Reduce -26.7% | 238,744 | $12.1M |
| Scott Capital Advisors, LLC | 3.45% | Add +0.3% | 237,997 | $12.0M |
| D.A. Davidson & Co. | 0.10% | Add +25.9% | 238,090 | $12.0M |
| Philip James Wealth Mangement, LLC | 1.59% | Reduce -2.9% | 234,702 | $11.8M |
| Mutual Advisors, LLC | 0.34% | Reduce -0.7% | 233,784 | $11.8M |
| Helium Advisors LLC | 9.34% | — | 233,999 | $11.8M |
| Essex LLC | 2.44% | Add +5.5% | 230,834 | $11.6M |
| Sand Hill Global Advisors, LLC | 0.49% | Reduce -21.3% | 230,745 | $11.6M |
| Whitaker-Myers Wealth Managers, LTD. | 3.38% | Add +282.5% | 230,332 | $11.6M |
| Carolinas Wealth Consulting LLC | 2.27% | Add +23.4% | 228,554 | $11.6M |
| IronBridge Private Wealth, LLC | 4.24% | Reduce -5.6% | 229,436 | $11.6M |
| Mills Wealth Advisors LLC | 6.45% | Reduce -12.2% | 224,943 | $11.3M |
| SOL Capital Management CO | 1.25% | Add +7.2% | 223,180 | $11.2M |
| Parr McKnight Wealth Management Group, LLC | 1.59% | — | 220,455 | $11.1M |
| Tyler-Stone Wealth Management | 1.97% | Reduce -2.8% | 220,083 | $11.1M |
| Aspen Wealth Management LLC | 3.28% | Reduce -14.0% | 219,965 | $11.1M |
| Mason Street Advisors, LLC | 1.41% | No change | 216,650 | $10.9M |
| Encompass Wealth Advisors, LLC | 4.40% | Add +9.0% | 216,243 | $10.9M |
| Prime Capital Investment Advisors, LLC | 0.16% | Add +114.9% | 214,699 | $10.8M |
| Oarsman Capital, Inc. | 1.87% | Reduce -7.1% | 213,138 | $10.7M |
| VCI Wealth Management LLC | 4.55% | Add +16.0% | 212,925 | $10.7M |
| Invst, LLC | 1.30% | Add +1.9% | 212,900 | $10.7M |
| Southeast Asset Advisors, LLC | 1.31% | Add +41.5% | 212,672 | $10.7M |
| Resonant Capital Advisors, LLC | 0.77% | Add +3.5% | 209,840 | $10.6M |
| Paces Ferry Wealth Advisors, LLC | 5.12% | Add +9.0% | 209,199 | $10.5M |
| Choice Wealth Advisors LLC | 5.37% | Add +4.4% | 208,790 | $10.5M |
| J.W. Cole Advisors, Inc. | 0.42% | Add +4.4% | 207,202 | $10.4M |
| First Business Financial Services, Inc. | 1.03% | Add +2.3% | 206,520 | $10.4M |
| TD Capital Management LLC | 1.04% | Reduce -6.5% | 203,374 | $10.2M |
| Millennium Management | 0.01% | Add +486.4% | 201,973 | $10.2M |
| Sovran Advisors, LLC | 1.44% | — | 200,785 | $10.1M |
| Noesis Capital Mangement Corp. | 1.92% | Add +14.5% | 199,663 | $10.1M |
| Lowe Wealth Advisors, LLC | 4.28% | Add +0.0% | 199,344 | $10.0M |
| Allen Capital Group, LLC | 1.23% | Add +12.7% | 199,295 | $10.0M |
| Chatham Capital Group, Inc. | 1.65% | Reduce -1.3% | 198,929 | $10.0M |
| Houlihan Financial Resource Group, Ltd. | 4.26% | Reduce -2.8% | 198,373 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -2.0% | 196,901 | $9.9M |
| Good Life Advisors, LLC | 0.71% | Reduce -5.4% | 194,665 | $9.8M |
| Meridian Financial Advisors, LLC | 6.72% | Add +2.9% | 193,172 | $9.7M |
| Sandy Spring Bank | 0.38% | Add +18.8% | 187,920 | $9.5M |
| Sage Advisory Services, Ltd.Co. | 5.59% | Add +2.4% | 187,151 | $9.4M |
| LexAurum Advisors, LLC | 1.88% | Reduce -22.3% | 186,961 | $9.4M |
| Meridian Financial Partners LLC | 4.95% | Reduce -33.9% | 186,193 | $9.4M |
| Independent Wealth Network Inc. | 3.80% | Add +4.5% | 185,253 | $9.3M |
| HBW Advisory Services LLC | 0.96% | Add +35.0% | 184,859 | $9.3M |
| LPWM LLC | 2.98% | Add +11.6% | 184,067 | $9.3M |
| FSM Wealth Advisors, LLC | 2.23% | Add +7.1% | 180,781 | $9.1M |
| Bfsg, LLC | 1.07% | Add +0.9% | 180,955 | $9.1M |
| Diversify Wealth Management, LLC | 0.71% | Reduce -9.9% | 179,960 | $9.1M |
| Scotia Capital Inc. | 0.05% | Add +39.5% | 179,469 | $9.0M |
| Texas Yale Capital Corp. | 0.36% | Reduce -0.8% | 176,914 | $8.9M |
| ACT Advisors, LLC. | 4.79% | Add +388.1% | 176,666 | $8.9M |
| OneDigital Investment Advisors LLC | 0.10% | Add +7.4% | 176,500 | $8.9M |
| Perennial Advisors, LLC | 1.92% | — | 175,178 | $8.8M |
| Savant Capital, LLC | 0.07% | Reduce -11.5% | 173,785 | $8.8M |
| Cobblestone Capital Advisors LLC | 0.47% | Add +7.8% | 172,366 | $8.7M |
| Paradigm Capital Management, LLC | 8.15% | Add +16.3% | 170,810 | $8.6M |
| Symphony Financial, Ltd. Co. | 1.35% | Reduce -1.6% | 169,774 | $8.6M |
| Sandbox Financial Partners, LLC | 2.82% | Reduce -0.2% | 167,936 | $8.5M |
| Bristlecone Advisors, LLC | 0.66% | Add +28.1% | 167,672 | $8.4M |
| IFG Advisory, LLC | 0.46% | Add +23.2% | 162,455 | $8.2M |
| Hilltop Holdings Inc. | 0.52% | Reduce -6.0% | 162,375 | $8.2M |
| Insight Wealth Partners, LLC | 5.16% | Reduce -1.2% | 161,919 | $8.2M |
| Financial Connections Group, Inc. | 3.91% | Add +12.9% | 161,460 | $8.1M |
| Independent Financial Group, LLC | 0.27% | Add +7.9% | 161,058 | $8.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -79.5% | 160,555 | $8.1M |
| NavPoint Financial, Inc. | 6.39% | Reduce -8.0% | 160,408 | $8.1M |
| Goldstone Financial Group, LLC | 1.26% | Add +17.3% | 159,700 | $8.0M |
| Kendall Capital Management | 2.35% | Add +1.3% | 159,102 | $8.0M |
| Essex Financial Services, Inc. | 0.57% | Reduce -12.0% | 158,745 | $8.0M |
| 5th Street Advisors, LLC | 4.14% | Add +7.3% | 157,932 | $8.0M |
| Stewardship Advisors, LLC | 2.16% | Reduce -14.9% | 154,696 | $7.8M |
| Ashton Thomas Private Wealth, LLC | 0.30% | Add +12.8% | 150,235 | $7.6M |
| Exchange Traded Concepts, LLC | 0.15% | New | 150,306 | $7.6M |
| Advisory Alpha, LLC | 0.27% | Add +43.6% | 150,256 | $7.6M |
| Montag A & Associates Inc. | 0.36% | Add +11.6% | 148,847 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +25.7% | 145,480 | $7.4M |
| Arcus Capital Partners, LLC | 2.32% | Add +188.0% | 145,085 | $7.3M |
| Crewe Advisors LLC | 1.00% | Reduce -16.0% | 144,441 | $7.3M |
| Apollon Wealth Management, LLC | 0.17% | Add +272.2% | 144,390 | $7.3M |
| Corient Private Wealth LP | 0.01% | Add +18.7% | 164,906 | $7.3M |
| J. W. Coons Advisors, LLC | 1.85% | Add +7.9% | 142,955 | $7.2M |
| Crestmont Private Wealth LLC | 3.23% | Add +6.9% | 142,702 | $7.2M |
| Composition Wealth, LLC | 0.14% | Reduce -8.0% | 139,849 | $7.0M |
| Archford Capital Strategies, LLC | 1.05% | Reduce -0.6% | 138,324 | $7.0M |
| Perigon Wealth Management, LLC | 0.17% | Add +14.4% | 137,820 | $7.0M |
| Cerro Pacific Wealth Advisors LLC | 2.29% | Add +9.1% | 136,402 | $6.9M |
| Webster Bank, N. A. | 0.74% | Add +6.0% | 136,483 | $6.9M |
| Buck Wealth Strategies, LLC | 1.42% | Add +55.6% | 136,105 | $6.9M |
| Principle Wealth Partners LLC | 0.48% | Add +4.6% | 136,030 | $6.9M |
| Gradient Capital Advisors, LLC | 2.17% | Add +1.2% | 133,554 | $6.7M |
| Lodestone Wealth Management LLC | 3.32% | Add +2.2% | 131,513 | $6.6M |
| NewEdge Wealth, LLC | 0.11% | Add +4.1% | 129,891 | $6.5M |
| Daymark Wealth Partners, LLC | 0.28% | Add +1.0% | 129,555 | $6.5M |
| Forza Wealth Management, LLC | 2.96% | Add +3.9% | 129,180 | $6.5M |
| ProVise Management Group, LLC | 0.56% | Add +17.1% | 128,975 | $6.5M |
| Chicago Partners Investment Group LLC | 0.22% | Add +23.3% | 128,834 | $6.5M |
| Jaffetilchin Investment Partners, LLC | 0.47% | Add +27.9% | 128,569 | $6.5M |
| Gotham Asset Management | 0.06% | Add +6.9% | 128,181 | $6.5M |
| Global Retirement Partners, LLC | 0.18% | Reduce -11.7% | 127,664 | $6.4M |
| Trademark Financial Management, LLC | 5.10% | Reduce -11.6% | 127,412 | $6.4M |
| First Citizens Financial Corp | 3.48% | Add +7.4% | 127,235 | $6.4M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +0.9% | 126,576 | $6.4M |
| Anchor Investment Management, LLC | 0.60% | Add +9.5% | 126,975 | $6.4M |
| Westside Investment Management, Inc. | 1.35% | Reduce -4.1% | 126,818 | $6.4M |
| Interchange Capital Partners, LLC | 2.30% | Reduce -8.0% | 125,900 | $6.3M |
| American Financial Advisors, LLC | 0.89% | Reduce -1.7% | 125,564 | $6.3M |
| Tradewinds, LLC. | 1.75% | Add +58.8% | 126,630 | $6.3M |
| Colonial Trust Advisors | 0.56% | Add +4.1% | 124,708 | $6.3M |
| Sanctuary Wealth Management, L.L.C. | 4.15% | Add +2.5% | 124,582 | $6.3M |
| Tiemann Investment Advisors, LLC | 2.78% | Reduce -4.0% | 123,967 | $6.2M |
| Kingsview Wealth Management, LLC | 0.12% | Add +36.6% | 123,664 | $6.2M |
| Financial Enhancement Group LLC | 0.94% | Add +96.2% | 122,119 | $6.2M |
| Retirement Guys Formula LLC | 3.07% | Add +757.0% | 120,837 | $6.1M |
| Deseret Mutual Benefit Administrators | 2.99% | No change | 120,648 | $6.1M |
| Ceera Investments, LLC | 2.08% | Add +374.5% | 120,565 | $6.1M |
| Sowell Financial Services LLC | 0.32% | Reduce -8.1% | 120,529 | $6.1M |
| Little House Capital LLC | 1.72% | Add +9.0% | 119,692 | $6.0M |
| Neuberger Berman Group LLC | 0.00% | Add +83.4% | 119,316 | $6.0M |
| United Advisor Group, LLC | 1.19% | Add +8.3% | 118,964 | $6.0M |
| West Paces Advisors Inc. | 1.46% | Add +3.3% | 118,598 | $6.0M |
| Oliver Lagore Vanvalin Investment Group | 1.53% | Add +9.8% | 118,333 | $6.0M |
| Elmwood Wealth Management, Inc. | 2.39% | Reduce -2.7% | 117,408 | $5.9M |
| First International Bank & Trust | 1.91% | Reduce -6.5% | 116,977 | $5.9M |
| Guardian Wealth Advisors, LLC / NC | 0.47% | Add +1.5% | 116,718 | $5.9M |
| Lido Advisors, LLC | 0.04% | Reduce -15.6% | 115,073 | $5.8M |
| Cardinal Strategic Wealth Guidance | 1.85% | Add +0.6% | 115,484 | $5.8M |
| Windsor Capital Management, LLC | 1.69% | Reduce -10.5% | 113,280 | $5.7M |
| YHB Investment Advisors, Inc. | 0.46% | Add +4.2% | 112,302 | $5.7M |
| Concorde Financial Corp | 3.36% | Reduce -7.2% | 111,655 | $5.6M |
| Vienna Asset Management LLC | 3.81% | Reduce -45.1% | 111,976 | $5.6M |
| Modern Wealth Management, LLC | 0.21% | New | 111,499 | $5.6M |
| Scarborough Advisors, LLC | 0.79% | New | 110,847 | $5.6M |
| WJ Wealth Management, LLC | 1.92% | New | 110,744 | $5.6M |
| Tower Research Capital LLC (TRC) | 0.11% | New | 109,548 | $5.5M |
| &partners | 0.07% | Add +59.5% | 109,522 | $5.5M |
| TAP Consulting, LLC | 1.12% | Reduce -1.6% | 108,702 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +2.4% | 108,467 | $5.5M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +2.4% | 108,467 | $5.5M |
| North Forty Two & Co. | 6.29% | — | 108,152 | $5.4M |
| Oppenheimer & Co. Inc. | 0.08% | Add +12.8% | 107,532 | $5.4M |
| Jane Street Group, LLC | 0.01% | New | 106,852 | $5.4M |
| Johnson Financial Group, Inc. | 0.25% | Reduce -14.3% | 105,413 | $5.3M |
| Paladin Advisory Group, LLC | 4.06% | Add +15.1% | 105,228 | $5.3M |
| Strategic Financial Concepts, LLC | 1.01% | Add +1136.1% | 104,991 | $5.3M |
| Bank of New Hampshire | 1.36% | Add +19.4% | 104,648 | $5.3M |
| Boyce & Associates Wealth Consulting, Inc. | 5.32% | Reduce -1.4% | 104,427 | $5.3M |
| Two Sigma Securities, LLC | 0.95% | New | 104,131 | $5.2M |
| Legacy CG, LLC | 1.59% | Add +27.2% | 103,202 | $5.2M |
| Matthew Goff Investment Advisor, LLC | 0.96% | Add +71.2% | 102,775 | $5.2M |
| Aprio Wealth Management, LLC | 0.75% | Reduce -11.0% | 101,778 | $5.1M |
| CENTRAL TRUST Co | 0.12% | Add +36.6% | 101,199 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -13.1% | 99,991 | $5.0M |
| IHT Wealth Management, LLC | 0.16% | Reduce -52.6% | 99,498 | $5.0M |
| Gibbs Wealth Management | 1.34% | Add +6.8% | 98,135 | $4.9M |
| Insight 2811, Inc. | 2.55% | Reduce -45.5% | 98,043 | $4.9M |
| Walkner Condon Financial Advisors LLC | 1.00% | Reduce -0.7% | 97,916 | $4.9M |
| Winthrop Advisory Group LLC | 0.59% | Add +33.5% | 97,490 | $4.9M |
| Mayfair Advisory Group, LLC | 2.84% | Reduce -3.7% | 95,665 | $4.8M |
| GK Wealth Management LLC | 6.11% | — | 95,649 | $4.8M |
| Summit Trail Advisors, LLC | 0.18% | Add +1490.9% | 94,991 | $4.8M |
| Tradewinds Capital Management, LLC | 1.27% | Reduce -12.1% | 95,240 | $4.8M |
| Advisory Services Network, LLC | 0.09% | Add +110.0% | 94,760 | $4.8M |
| Childress Capital Advisors, LLC | 1.33% | Reduce -12.1% | 94,652 | $4.8M |
| McCarthy Asset Management, Inc. | 3.36% | Reduce -75.1% | 94,503 | $4.8M |
| Lokken Investment Group LLC | 2.04% | Reduce -5.5% | 93,939 | $4.7M |
| Creative Financial Designs Inc. | 0.38% | Add +4.1% | 93,450 | $4.7M |
| Centricity Wealth Management, LLC | 4.33% | — | 92,093 | $4.6M |
| Triumph Capital Management | 1.59% | Reduce -6.4% | 91,990 | $4.6M |
| Per Stirling Capital Management, LLC. | 0.65% | Add +2.5% | 91,600 | $4.6M |
| Apeiron RIA LLC | 1.29% | Reduce -5.7% | 91,456 | $4.6M |
| SlateStone Wealth, LLC | 0.45% | No change | 91,400 | $4.6M |
| Advocacy Wealth Management, LLC | 0.35% | Reduce -7.8% | 90,942 | $4.6M |
| Geneos Wealth Management Inc. | 0.16% | Add +2.3% | 89,670 | $4.5M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +2.4% | 88,699 | $4.5M |
| Delta Financial Group, Inc. | 1.05% | Add +265.1% | 88,683 | $4.5M |
| Grey Ledge Advisors, LLC | 1.15% | Add +9.1% | 88,594 | $4.5M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +115.9% | 88,570 | $4.5M |
| MAI Capital Management | 0.03% | New | 88,484 | $4.5M |
| Bank of Montreal | 0.00% | Reduce -57.2% | 88,021 | $4.4M |
| Foundations Investment Advisors, LLC | 0.09% | Add +13.8% | 87,975 | $4.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.43% | Add +13.5% | 87,458 | $4.4M |
| One Capital Management, LLC | 0.15% | Reduce -1.1% | 87,081 | $4.4M |
| Skyline Advisors, Inc. | 1.70% | Add +70.2% | 87,064 | $4.4M |
| Auour Investments LLC | 1.53% | Reduce -31.2% | 86,660 | $4.4M |
| Ergawealth Advisors, Inc. | 2.16% | Add +4.5% | 86,697 | $4.4M |
| Sharper & Granite LLC | 1.92% | Add +51.0% | 86,457 | $4.4M |
| Adell Harriman & Carpenter Inc. | 0.30% | Reduce -0.5% | 86,440 | $4.4M |
| Royal Harbor Partners, LLC | 1.64% | Add +3.1% | 86,094 | $4.3M |
| Howard Financial Services, LTD. | 0.59% | Reduce -7.0% | 85,721 | $4.3M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -7.4% | 85,123 | $4.3M |
| Herold Advisors, Inc. | 0.93% | Add +8.4% | 84,848 | $4.3M |
| Boston Family Office LLC | 0.29% | Reduce -7.8% | 84,018 | $4.2M |
| Flavin Financial Services, Inc. | 4.02% | — | 83,961 | $4.2M |
| O'Connor Financial Group LLC | 2.20% | Reduce -0.7% | 83,635 | $4.2M |
| Clear Creek Financial Management, LLC | 0.45% | Add +17.9% | 83,053 | $4.2M |
| Formidable Asset Management, LLC | 0.69% | Add +10.3% | 82,879 | $4.2M |
| Plotkin Financial Advisors, LLC | 2.45% | Reduce -2.7% | 82,064 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | New | 81,856 | $4.1M |
| Centaurus Financial, Inc. | 0.25% | Reduce -0.2% | 81,760 | $4.1M |
| GeoWealth Management, LLC | 0.13% | Add +7.4% | 79,065 | $4.0M |
| Secured Retirement Advisors, LLC | 2.25% | Reduce -2.5% | 77,860 | $3.9M |
| Hayek Kallen Investment Management | 1.42% | Add +1.4% | 77,556 | $3.9M |
| Advisors Capital Management, LLC | 0.06% | Reduce -14.8% | 77,095 | $3.9M |
| SMART Wealth LLC | 1.38% | Add +56.9% | 76,777 | $3.9M |
| Newport Capital Group, LLC | 2.85% | Add +13.8% | 76,666 | $3.9M |
| SVB Wealth LLC | 0.07% | New | 76,420 | $3.8M |
| Floyd Financial Group LLC | 3.15% | — | 75,979 | $3.8M |
| First Pacific Financial | 0.89% | New | 75,718 | $3.8M |
| DHJJ Financial Advisors, Ltd. | 1.48% | Add +4060.0% | 75,588 | $3.8M |
| Mountain Capital Investment Advisors Inc. | 0.79% | Add +347.0% | 75,129 | $3.8M |
| Garden State Investment Advisory Services LLC | 1.17% | Add +990.5% | 75,016 | $3.8M |
| Sage Rhino Capital LLC | 0.82% | Reduce -6.6% | 74,196 | $3.7M |
| BOS Asset Management, LLC | 1.34% | Add +4.9% | 73,605 | $3.7M |
| Novem Group | 0.55% | — | 73,559 | $3.7M |
| Gray Wealth Management Inc. | 1.40% | Add +40.5% | 73,340 | $3.7M |
| Illumine Investment Management, LLC | 3.02% | — | 72,847 | $3.7M |
| Patten Group, Inc. | 0.81% | Add +17.0% | 72,330 | $3.6M |
| Cobblestone Asset Management LLC | 2.37% | Reduce -62.8% | 72,200 | $3.6M |
| SP Asset Management LLC | 0.30% | Add +4.4% | 72,013 | $3.6M |
| WNY Asset Management, LLC | 0.45% | Reduce -62.2% | 71,971 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +263.7% | 71,891 | $3.6M |
| Sigma Planning Corp | 0.11% | Reduce -5.0% | 71,735 | $3.6M |
| Causey Wealth LLC | 2.08% | — | 70,968 | $3.6M |
| Principal Securities, Inc. | 0.08% | Add +13.8% | 70,963 | $3.6M |
| Insight Advisors, LLC/ PA | 0.61% | Reduce -11.1% | 70,615 | $3.6M |
| Founders Financial Alliance, LLC | 0.98% | Reduce -16.3% | 70,406 | $3.5M |
| Perissos Private Wealth Management, LLC | 2.63% | New | 69,800 | $3.5M |
| Catalina Capital Group, LLC | 1.16% | Reduce -11.7% | 69,713 | $3.5M |
| Cornerstone Advisory, LLC | 0.40% | Add +1.3% | 69,455 | $3.5M |
| Eagle Harbor Asset Management Inc. | 3.51% | Reduce -4.5% | 69,626 | $3.5M |
| Transcendent Capital Group LLC | 1.80% | Reduce -15.1% | 69,170 | $3.5M |
| Riggs Capital Management LLC | 3.41% | — | 68,912 | $3.5M |
| Integral Investment Advisors, Inc. | 1.12% | Add +6.9% | 68,543 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -66.2% | 68,448 | $3.4M |
| Lee, Kelleher & Klein Wealth Management | 2.44% | — | 68,119 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.3% | 67,753 | $3.4M |
| Edgestream Partners, L.P. | 0.14% | Add +42.1% | 67,538 | $3.4M |
| CRA Financial Services, LLC | 0.58% | Add +70.7% | 67,317 | $3.4M |
| Canvas Wealth Advisors, LLC | 0.85% | Add +36.7% | 66,965 | $3.4M |
| Greenbush Financial Group, LLC | 1.78% | — | 66,928 | $3.4M |
| Nwam LLC | 0.21% | Add +252.9% | 66,719 | $3.4M |
| JGP Wealth Management, LLC | 0.43% | Reduce -2.0% | 66,504 | $3.3M |
| Procyon Advisors, LLC | 0.21% | Reduce -26.3% | 66,442 | $3.3M |
| Compass Financial Group, Inc. | 1.59% | Reduce -4.3% | 66,090 | $3.3M |
| West Michigan Advisors, LLC | 1.00% | Add +0.3% | 65,671 | $3.3M |
| Castle Rock Wealth Management, LLC | 0.78% | Add +4.8% | 64,520 | $3.3M |
| Cathy Pareto & Associates, Inc. | 2.98% | — | 64,329 | $3.2M |
| Bolthouse Investments, LLC | 2.98% | — | 64,049 | $3.2M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -12.8% | 63,977 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +10.2% | 63,462 | $3.2M |
| Keystone Financial Services, LLC | 2.93% | — | 63,422 | $3.2M |
| FAS Wealth Partners, Inc. | 0.27% | Reduce -2.8% | 63,109 | $3.2M |
| Gallacher Capital Management LLC | 1.55% | Add +9.3% | 62,024 | $3.1M |
| Quattro Financial Advisors LLC | 0.81% | Reduce -1.6% | 61,782 | $3.1M |
| Chesley Taft & Associates LLC | 0.14% | Add +14.9% | 61,828 | $3.1M |
| GFG Capital, LLC | 0.85% | Reduce -11.6% | 61,653 | $3.1M |
| Atlantic Union Bankshares Corp | 0.18% | Reduce -0.1% | 61,463 | $3.1M |
| Fortitude Family Office, LLC | 1.09% | Reduce -9.3% | 60,797 | $3.1M |
| Hixon Zuercher, LLC | 1.18% | Add +191.5% | 60,753 | $3.1M |
| Colonial Trust Co / SC | 0.45% | Add +5.6% | 60,590 | $3.1M |
| Valley National Advisers Inc. | 0.55% | Reduce -5.4% | 60,568 | $3.0M |
| Creative Planning | 0.00% | Add +0.8% | 59,805 | $3.0M |
| Sargent Investment Group, LLC | 0.49% | Reduce -17.5% | 59,095 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -15.5% | 58,936 | $3.0M |
| Certified Advisory Corp | 0.32% | Add +36.0% | 58,568 | $3.0M |
| ZEGA Investments, LLC | 0.87% | — | 58,265 | $2.9M |
| Prospera Financial Services Inc | 0.07% | Reduce -29.1% | 58,349 | $2.9M |
| Old Port Advisors | 0.84% | Add +2.1% | 58,316 | $2.9M |
| Delta Investment Management, LLC | 0.57% | Add +3.4% | 58,301 | $2.9M |
| DAVENPORT & Co LLC | 0.02% | Add +24.6% | 57,775 | $2.9M |
| Greenwich Wealth Management LLC | 0.21% | Add +84.5% | 57,762 | $2.9M |
| Enclave Advisors LLC | 0.47% | Add +15.7% | 57,033 | $2.9M |
| First Hawaiian Bank | 0.09% | Add +18.7% | 56,869 | $2.9M |
| Running Point Capital Advisors, LLC | 0.97% | Add +18.2% | 56,309 | $2.8M |
| WT Wealth Management | 0.89% | Reduce -15.2% | 56,265 | $2.8M |
| TFG Advisers LLC | 1.02% | Add +44.8% | 56,091 | $2.8M |
| Arrowroot Family Office, LLC | 1.46% | Add +73.7% | 55,667 | $2.8M |
| Eagle Bluffs Wealth Management LLC | 1.50% | Add +7.3% | 55,422 | $2.8M |
| FRG Family Wealth Advisors LLC | 0.51% | Add +15.9% | 55,505 | $2.8M |
| Vawter Financial, Ltd. | 1.68% | Add +16.6% | 55,395 | $2.8M |
| Stonebridge Financial Group, LLC | 0.31% | — | 55,300 | $2.8M |
| MBA Advisors LLC | 1.41% | Add +16.3% | 55,212 | $2.8M |
| Silver Oak Securities, Incorporated | 0.26% | Add +68.9% | 54,806 | $2.8M |
| Nottingham Advisors, Inc. | 0.35% | Reduce -7.0% | 54,445 | $2.7M |
| Capital Management Corp. | 0.49% | Add +7.2% | 54,246 | $2.7M |
| Rialto Wealth Management, LLC | 0.90% | — | 53,963 | $2.7M |
| Sunburst Financial Group, LLC | 0.67% | Reduce -5.0% | 53,919 | $2.7M |
| Clear Point Advisors Inc. | 2.32% | Add +867.9% | 53,777 | $2.7M |
| Midland Wealth Advisors, LLC | 0.16% | Add +42.6% | 53,331 | $2.7M |
| Novare Capital Management LLC | 0.23% | Reduce -3.7% | 53,067 | $2.7M |
| Bank of Hawaii | 0.15% | Reduce -2.9% | 52,438 | $2.6M |
| PFG Investments, LLC | 0.16% | Add +1.1% | 52,161 | $2.6M |
| Galvin, Gaustad & Stein, LLC | 0.24% | Add +10.1% | 52,057 | $2.6M |
| Klingman & Associates, LLC | 0.16% | Add +0.3% | 51,778 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.18% | Add +4.4% | 51,695 | $2.6M |
| Brooklyn FI, LLC | 0.86% | Add +22.2% | 51,488 | $2.6M |
| CFO4Life Group, LLC | 0.45% | Reduce -3.0% | 51,366 | $2.6M |
| Foster & Motley Inc. | 0.17% | Reduce -28.0% | 51,159 | $2.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.64% | Add +7.4% | 51,146 | $2.6M |
| Barnes Wealth Management Group, Inc | 1.70% | — | 50,454 | $2.5M |
| B & T Capital Management DBA Alpha Capital Management | 0.46% | Add +19.1% | 50,300 | $2.5M |
| Acorn Wealth Advisors, LLC | 1.04% | Reduce -4.0% | 50,116 | $2.5M |
| Ellsworth Advisors, LLC | 0.66% | Add +235.5% | 49,860 | $2.5M |
| USAdvisors Wealth Management, LLC | 0.82% | Add +1.9% | 49,839 | $2.5M |
| Promethium Advisors,llc | 1.71% | Add +13.8% | 49,502 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.11% | Add +6.6% | 48,543 | $2.4M |
| Castleview Partners, LLC | 1.31% | Reduce -0.5% | 48,462 | $2.4M |
| First Foundation Advisors | 0.09% | Add +277.8% | 48,030 | $2.4M |
| Elevatus Welath Management | 0.82% | Add +84.0% | 47,801 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | Add +4.5% | 47,365 | $2.4M |
| Delos Wealth Advisors, LLC | 1.90% | Add +3.4% | 47,466 | $2.4M |
| Wealthedge Investment Advisors, LLC | 1.07% | — | 46,975 | $2.4M |
| Pathway Financial Advisors LLC | 0.54% | New | 46,945 | $2.4M |
| Endowment Wealth Management, Inc. | 1.58% | Add +21.9% | 46,580 | $2.3M |
| Focus Financial Network, Inc. | 0.09% | Reduce -54.2% | 45,877 | $2.3M |
| Nikulski Financial, Inc. | 0.68% | Add +1.3% | 46,121 | $2.3M |
| First National Trust Co | 0.09% | Add +51.6% | 45,683 | $2.3M |
| Saxony Capital Management, LLC | 1.99% | Add +0.7% | 44,936 | $2.3M |
| Silverlake Wealth Management LLC | 0.87% | Add +13.2% | 44,759 | $2.3M |
| AllSquare Wealth Management LLC | 1.29% | Add +25.4% | 44,400 | $2.2M |
| Cambridge Advisors Inc. | 0.49% | Add +3.5% | 43,828 | $2.2M |
| Next Capital Management LLC | 0.91% | Add +5.6% | 43,763 | $2.2M |
| UMB Bank, n.a. | 0.03% | Reduce -30.8% | 43,426 | $2.2M |
| Independent Solutions Wealth Management, LLC | 0.48% | Add +321.5% | 43,312 | $2.2M |
| JNBA Financial Advisors | 0.22% | Add +1.8% | 42,948 | $2.2M |
| Richard P Slaughter Associates Inc | 0.48% | Reduce -1.0% | 42,713 | $2.2M |
| Hartford Financial Management Inc. | 0.44% | Reduce -5.3% | 42,604 | $2.1M |
| Sheets Smith Wealth Management | 0.26% | Add +3.2% | 42,501 | $2.1M |
| Keeley-Teton Advisors, LLC | 0.25% | New | 42,430 | $2.1M |
| RiverFront Investment Group, LLC | 0.05% | Add +10.6% | 42,149 | $2.1M |
| West Oak Capital, LLC | 1.12% | Add +24.5% | 42,079 | $2.1M |
| TD Waterhouse Canada Inc. | 0.02% | Add +79.9% | 42,062 | $2.1M |
| Bell Bank | 0.16% | Add +118.0% | 41,983 | $2.1M |
| Future Financial Wealth Managment LLC | 1.54% | Add +3.9% | 41,878 | $2.1M |
| Perennial Investment Advisors, LLC | 0.25% | Add +3.9% | 41,799 | $2.1M |
| Fiduciary Trust Co | 0.03% | Reduce -37.6% | 41,286 | $2.1M |
| Guardian Wealth Advisors, LLC | 1.33% | Add +25.1% | 41,232 | $2.1M |
| Sage Financial Group Inc. | 0.17% | Add +12.3% | 41,025 | $2.1M |
| Nvwm, LLC | 0.52% | Reduce -2.7% | 40,999 | $2.1M |
| Financial Perspectives, Inc | 0.69% | Reduce -11.1% | 40,996 | $2.1M |
| HUB Investment Partners, LLC | 0.09% | Add +41.5% | 40,210 | $2.0M |
| BayBridge Capital Group, LLC | 1.46% | Add +29.2% | 39,911 | $2.0M |
| Moneco Advisors, LLC | 0.21% | Add +64.7% | 39,908 | $2.0M |
| Paragon Private Wealth Management, LLC | 0.92% | Reduce -17.4% | 39,763 | $2.0M |
| Mosley Wealth Management | 1.24% | Add +14.7% | 39,445 | $2.0M |
| Sagace Wealth Management LLC | 1.50% | New | 39,596 | $2.0M |
| FourThought Financial Partners, LLC | 0.21% | Reduce -7.8% | 39,297 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.68% | Add +163.2% | 39,279 | $2.0M |
| Brooks, Moore & Associates, Inc. | 1.17% | Add +41.0% | 39,252 | $2.0M |
| Holderness Investments Co. | 0.44% | Add +10.5% | 39,244 | $2.0M |
| Golden State Wealth Management, LLC | 0.30% | — | 39,142 | $2.0M |
| GatePass Capital, LLC | 2.18% | — | 39,106 | $2.0M |
| Financial Advocates Investment Management | 0.11% | Reduce -20.4% | 38,856 | $2.0M |
| Fermata Advisors, LLC | 0.36% | Reduce -3.8% | 38,801 | $2.0M |
| AQR Capital Management | 0.00% | Add +28.2% | 38,740 | $2.0M |
| Cozad Asset Management Inc. | 0.18% | Reduce -1.4% | 38,596 | $1.9M |
| Wealthgarden F.S. LLC | 1.82% | Add +13.1% | 38,592 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.33% | Reduce -56.9% | 38,241 | $1.9M |
| M Holdings Securities, Inc. | 0.31% | Reduce -0.5% | 38,224 | $1.9M |
| Horizon Financial Services, LLC | 1.08% | Add +340.4% | 38,195 | $1.9M |
| Western Wealth Management, LLC | 0.10% | Add +10.2% | 38,144 | $1.9M |
| Roble, Belko & Company, Inc | 0.30% | Reduce -5.8% | 37,524 | $1.9M |
| Swmg, LLC | 0.75% | New | 37,307 | $1.9M |
| Midwest Financial Network, LLC | 1.94% | — | 37,027 | $1.9M |
| Strategic Wealth Partners, Ltd. | 0.15% | Add +35.8% | 36,555 | $1.8M |
| Mma Asset Management LLC | 0.80% | Reduce -24.5% | 36,223 | $1.8M |
| StoneCrest Wealth Management, Inc. | 1.19% | Add +24.2% | 36,080 | $1.8M |
| Intrua Financial, LLC | 0.29% | Reduce -3.5% | 35,802 | $1.8M |
| Beacon Financial Advisory LLC | 0.59% | Add +8.0% | 35,710 | $1.8M |
| D L Carlson Investment Group Inc. | 0.32% | Add +1.2% | 35,185 | $1.8M |
| Red Mountain Financial, LLC | 1.90% | Reduce -6.5% | 35,105 | $1.8M |
| Fca Corp. | 0.55% | Add +6.0% | 35,057 | $1.8M |
| Arkadios Wealth Advisors | 0.09% | Reduce -12.0% | 34,484 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -1.4% | 34,330 | $1.7M |
| Regatta Capital Group, LLC | 0.33% | Add +12.0% | 34,124 | $1.7M |
| Strategies Wealth Advisors, LLC | 0.21% | Reduce -54.7% | 34,037 | $1.7M |
| Auxano Advisors, LLC | 0.43% | Reduce -0.2% | 34,079 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +13.6% | 34,040 | $1.7M |
| Able Wealth Management LLC | 1.11% | Add +39.2% | 33,566 | $1.7M |
| Legacy Financial Advisors, Inc. | 0.27% | New | 32,994 | $1.7M |
| Money Concepts Capital Corp. | 0.12% | Reduce -51.2% | 32,905 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.64% | — | 32,566 | $1.6M |
| Stone Summit Wealth LLC | 0.55% | Add +23.9% | 32,523 | $1.6M |
| PDS Planning, Inc | 0.14% | Add +34.7% | 32,120 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -55.6% | 32,108 | $1.6M |
| Harbour Investment Management LLC | 0.71% | Add +247.0% | 31,922 | $1.6M |
| Guidance Capital, Inc. | 0.49% | Add +0.5% | 31,826 | $1.6M |
| Vista Cima Wealth Management LLC | 1.67% | — | 31,822 | $1.6M |
| Fortress Wealth Management, Inc. | 0.78% | Reduce -25.9% | 31,763 | $1.6M |
| Rise Advisors, LLC | 0.77% | Add +18.2% | 31,717 | $1.6M |
| Oxbow Advisors, LLC | 0.19% | Reduce -75.3% | 31,667 | $1.6M |
| Americana Partners, LLC | 0.06% | Add +2.9% | 31,327 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 31,200 | $1.6M |
| New Capital Management LP | 0.46% | Reduce -2.8% | 31,198 | $1.6M |
| Farther Finance Advisors, LLC | 0.06% | Add +9.8% | 31,073 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 31,035 | $1.6M |
| OneAscent Wealth Management LLC | 0.64% | Reduce -29.0% | 30,963 | $1.6M |
| Daner Wealth Management, LLC | 1.14% | — | 30,609 | $1.5M |
| Tarbox Family Office, Inc. | 0.25% | Reduce -19.2% | 30,612 | $1.5M |
| Aries Wealth Management | 0.42% | Add +9.6% | 30,510 | $1.5M |
| Keel Point, LLC | 0.12% | Add +0.3% | 30,393 | $1.5M |
| Wallace Advisory Group, LLC | 1.06% | Reduce -6.5% | 30,116 | $1.5M |
| Latitude Advisors, LLC | 0.86% | Reduce -31.4% | 30,227 | $1.5M |
| Family Manage LLC | 0.24% | Add +156.8% | 29,570 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -5.8% | 29,237 | $1.5M |
| Continuum Advisory, LLC | 0.19% | Reduce -8.5% | 28,923 | $1.5M |
| Sovereign Financial Group, Inc. | 0.33% | Reduce -6.5% | 28,645 | $1.4M |
| Freedom Financial Partners LLC | 0.69% | — | 28,500 | $1.4M |
| Blue Trust, Inc. | 0.02% | Reduce -5.0% | 28,488 | $1.4M |
| Essex Bank | 0.35% | Reduce -0.3% | 28,446 | $1.4M |
| BLB&B Advisors, LLC | 0.07% | Add +20.0% | 28,286 | $1.4M |
| Petix & Botte Co | 0.37% | Reduce -16.9% | 28,247 | $1.4M |
| Private Advisory Group LLC | 0.16% | Reduce -37.9% | 28,167 | $1.4M |
| Slow Capital, Inc. | 0.20% | Add +169.1% | 28,140 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.38% | Add +1.1% | 27,619 | $1.4M |
| Narus Financial Partners, LLC | 0.47% | Reduce -60.1% | 27,368 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | New | 27,290 | $1.4M |
| Yarger Wealth Strategies, LLC | 0.79% | Reduce -15.7% | 27,203 | $1.4M |
| Blueprint Investment Partners LLC | 0.22% | Add +12.1% | 27,181 | $1.4M |
| Brookstone Capital Management | 0.02% | Add +13.4% | 26,714 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -19.7% | 26,347 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.17% | Add +2.6% | 26,275 | $1.3M |
| Ascentis Independent Advisors | 0.25% | Reduce -21.1% | 26,221 | $1.3M |
| Maple Capital Management, Inc. | 0.10% | Add +2.1% | 26,072 | $1.3M |
| MSH Capital Advisors LLC | 0.41% | Reduce -9.9% | 26,027 | $1.3M |
| Thompson Davis & Co., Inc. | 0.84% | Reduce -7.7% | 25,981 | $1.3M |
| Brady Family Wealth, LLC | 0.40% | Add +67.7% | 25,891 | $1.3M |
| CoreCap Advisors, LLC | 0.06% | Reduce -89.4% | 25,860 | $1.3M |
| Mission Wealth Management, LP | 0.03% | Reduce -17.1% | 25,854 | $1.3M |
| IMS Capital Management | 0.60% | Reduce -11.7% | 25,836 | $1.3M |
| TPG Financial Advisors, LLC | 0.56% | Add +12.5% | 25,449 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +89.3% | 25,436 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -74.4% | 25,076 | $1.3M |
| Shore Point Advisors, LLC | 0.68% | Add +2.4% | 25,034 | $1.3M |
| PMV Capital Advisers, LLC | 3.39% | — | 24,959 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +17.9% | 24,873 | $1.3M |
| TriaGen Wealth Management LLC | 0.42% | Reduce -3.2% | 24,568 | $1.2M |
| Venturi Wealth Management, LLC | 0.06% | Reduce -6.3% | 24,464 | $1.2M |
| Aspen Wealth Strategies, LLC | 0.78% | Reduce -10.2% | 24,283 | $1.2M |
| BancFirst Trust & Investment Management | 0.55% | No change | 24,034 | $1.2M |
| McBroom & Associates, LLC | 0.69% | Add +376.3% | 24,119 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Add +44.8% | 24,014 | $1.2M |
| LifeWealth Investments, LLC | 0.80% | — | 23,932 | $1.2M |
| Smart Portfolios, LLC | 1.26% | Add +1.8% | 23,863 | $1.2M |
| Blue Chip Partners, LLC | 0.10% | Reduce -3.1% | 23,729 | $1.2M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -7.6% | 23,599 | $1.2M |
| Tradition Wealth Management, LLC | 0.10% | Reduce -20.9% | 23,603 | $1.2M |
| RFP Financial Group LLC | 0.46% | New | 23,458 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +12.4% | 23,215 | $1.2M |
| CW Advisors, LLC | 0.02% | Add +8.6% | 22,995 | $1.2M |
| WealthTrak Capital Management LLC | 0.97% | — | 22,698 | $1.1M |
| Intrepid Family Office LLC | 1.20% | — | 22,500 | $1.1M |
| Mosaic Financial Group, LLC | 0.81% | Add +9.7% | 22,422 | $1.1M |
| Nelson Capital Management, LLC | 0.19% | Reduce -11.7% | 22,319 | $1.1M |
| Baker Tilly Wealth Management, LLC | 0.44% | Reduce -2.2% | 22,286 | $1.1M |
| Adamsbrown Wealth Consultants LLC | 0.38% | Add +83.7% | 22,224 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -78.0% | 22,175 | $1.1M |
| Graypoint LLC | 0.07% | Reduce -29.1% | 21,915 | $1.1M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.47% | — | 21,743 | $1.1M |
| CGN Advisors LLC | 0.11% | Add +1.4% | 21,670 | $1.1M |
| Seamount Financial Group Inc. | 0.75% | Add +1.9% | 21,646 | $1.1M |
| Vista Investment Management | 0.41% | Reduce -0.1% | 21,484 | $1.1M |
| Retireful, LLC | 0.61% | Reduce -8.0% | 21,375 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +13.3% | 21,375 | $1.1M |
| Continuum Wealth Advisors, LLC | 0.54% | Reduce -4.1% | 21,309 | $1.1M |
| Financial Network Wealth Advisors LLC | 1.97% | Reduce -53.0% | 21,016 | $1.1M |
| Mach-1 Financial Group, LLC | 1.90% | Reduce -82.8% | 20,901 | $1.1M |
| Birch Capital Management, LLC | 0.53% | Reduce -44.6% | 20,770 | $1.0M |
| Cherry Tree Wealth Management, LLC | 0.26% | Add +11.5% | 20,492 | $1.0M |
| JDM Financial Group LLC | 0.53% | Add +12297.0% | 20,331 | $1.0M |
| WR Wealth Planners, LLC | 0.33% | Reduce -0.7% | 20,286 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | — | 20,224 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +86.9% | 20,201 | $1.0M |
| CAP Partners, LLC | 0.71% | Add +37.8% | 19,969 | $1.0M |
| World Equity Group, Inc. | 0.21% | Add +161.0% | 19,864 | $1.0M |
| Asset Allocation Strategies LLC | 0.24% | Add +250.3% | 19,737 | $995K |
| Laraway Financial Advisors Inc | 0.77% | Reduce -0.4% | 19,755 | $995K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -9.8% | 19,729 | $994K |
| Apella Capital, LLC | 0.04% | Add +2.8% | 19,236 | $969K |
| Entruity Wealth, LLC | 0.96% | — | 19,229 | $969K |
| Mullaney, Keating & Wright, Inc. | 0.65% | Add +117.5% | 19,222 | $968K |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -16.4% | 19,072 | $963K |
| Main Street Financial Solutions, LLC | 0.09% | Reduce -56.5% | 19,097 | $962K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +37.1% | 19,012 | $958K |
| Unique Wealth, LLC | 0.20% | Add +1.4% | 18,979 | $956K |
| Martin Worley Group | 0.60% | — | 18,939 | $954K |
| Old Mission Capital LLC | 0.02% | New | 18,874 | $951K |
| Intelligence Driven Advisers, LLC | 0.18% | No change | 18,828 | $948K |
| International Private Wealth Advisors LLC | 0.94% | Reduce -31.2% | 18,698 | $942K |
| LVZ, Inc. | 0.12% | Add +5.1% | 18,678 | $941K |
| StoneX Group Inc. | 0.05% | Add +118.0% | 18,286 | $923K |
| Medallion Wealth Advisors, LLC | 0.46% | — | 18,250 | $919K |
| First Heartland Consultants, Inc. | 0.09% | Add +25.2% | 18,240 | $919K |
| Spectrum Wealth Counsel, LLC | 0.11% | Add +26.1% | 18,126 | $913K |
| Global Strategic Investment Solutions, LLC | 0.11% | No change | 18,122 | $913K |
| US Bancorp \de | 0.00% | Reduce -3.3% | 18,096 | $911K |
| Smartleaf Asset Management LLC | 0.09% | Reduce -36.2% | 17,920 | $906K |
| Bleakley Financial Group, LLC | 0.03% | Add +89.3% | 17,965 | $905K |
| Affiance Financial, LLC | 0.22% | Add +12.2% | 17,961 | $905K |
| Heritage Wealth Partners, LLC | 1.13% | Reduce -7.3% | 17,867 | $900K |
| Family Capital Trust Co | 0.30% | Add +368.9% | 17,691 | $891K |
| Prairie Wealth Advisors, Inc. | 0.43% | Reduce -6.7% | 17,612 | $891K |
| Parallel Advisors, LLC | 0.02% | Reduce -9.6% | 17,616 | $887K |
| Waldron Private Wealth LLC | 0.04% | Reduce -42.7% | 17,479 | $884K |
| Northwest Capital Management Inc | 0.38% | Reduce -7.9% | 17,532 | $883K |
| Marino, Stram & Associates LLC | 0.20% | Add +4.4% | 17,518 | $882K |
| Firestone Capital Management | 0.21% | New | 17,091 | $861K |
| Clarkston Capital Partners, LLC | 0.02% | No change | 17,000 | $856K |
| Lunt Capital Management, Inc. | 0.33% | Reduce -1.4% | 16,995 | $856K |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -21.6% | 16,989 | $856K |
| Key Client Fiduciary Advisors, LLC | 0.37% | Reduce -1.4% | 16,536 | $833K |
| Ballentine Capital Advisors, Inc | 0.43% | Add +156.6% | 16,323 | $822K |
| Eagle Rock Investment Company, LLC | 0.14% | No change | 16,182 | $815K |
| Pinion Investment Advisors, LLC | 0.32% | Reduce -6.7% | 16,051 | $808K |
| Trivium Point Advisory, LLC | 0.10% | Add +1.6% | 16,011 | $806K |
| Patten & Patten Inc. | 0.05% | Add +7.8% | 15,897 | $801K |
| Horan Capital Advisors, LLC. | 0.27% | Reduce -2.8% | 15,846 | $798K |
| Morningstar Investment Services LLC | 0.07% | Reduce -95.0% | 15,837 | $798K |
| Byrne Financial Freedom, LLC | 0.35% | — | 15,753 | $793K |
| Core Wealth Advisors, Inc. | 0.26% | Add +14.4% | 15,707 | $791K |
| Brueske Advisory Services, LLC | 0.70% | — | 15,563 | $784K |
| Virtue Capital Management, LLC | 0.16% | Add +15.4% | 15,522 | $782K |
| Regal Investment Advisors LLC | 0.06% | Add +10.6% | 15,384 | $775K |
| Princeton Global Asset Management LLC | 0.14% | Add +0.0% | 15,270 | $769K |
| Roman Butler Fullerton & Co. | 0.24% | Reduce -1.9% | 15,064 | $761K |
| PCG Asset Management, LLC | 0.66% | — | 15,020 | $757K |
| Fiduciary Alliance LLC | 0.08% | Add +20.5% | 14,905 | $751K |
| Realta Investment Advisors | 0.31% | Add +13.4% | 14,789 | $745K |
| Lake Street Private Wealth, LLC | 0.12% | Reduce -2.0% | 14,773 | $744K |
| Argent Trust Co | 0.03% | No change | 14,666 | $739K |
| Moloney Securities Asset Management, LLC | 0.10% | Add +1.6% | 14,662 | $739K |
| Prentice Wealth Management LLC | 0.21% | Add +212.2% | 14,619 | $736K |
| OneAscent Financial Services LLC | 0.06% | New | 14,454 | $731K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +5.7% | 14,319 | $721K |
| Detalus Advisors, LLC | 0.24% | New | 14,220 | $716K |
| Catalyst Private Wealth, LLC | 0.32% | No change | 14,087 | $710K |
| Condor Capital Management | 0.06% | Add +0.4% | 14,071 | $709K |
| Cordgrass Capital Advisors, LLC | 0.20% | New | 13,877 | $699K |
| Jacobi Capital Management LLC | 0.05% | Reduce -27.7% | 13,585 | $684K |
| Lifestyle Asset Management, Inc. | 0.37% | Reduce -0.0% | 13,487 | $679K |
| SBI Securities Co., Ltd. | 0.02% | — | 13,460 | $678K |
| Sunpointe, LLC | 0.34% | New | 13,246 | $670K |
| Flagstar Securities, Inc. | 0.17% | Reduce -28.7% | 13,109 | $663K |
| Acima Private Wealth, LLC | 0.22% | No change | 13,091 | $659K |
| Lee Financial Co | 0.09% | Add +0.5% | 13,005 | $657K |
| Belpointe Asset Management LLC | 0.04% | Add +46.3% | 12,739 | $645K |
| Investment Partners Asset Management, Inc. | 0.50% | Reduce -0.3% | 12,754 | $642K |
| Stratos Investment Management, LLC | 0.04% | Add +14.6% | 12,606 | $635K |
| Access Financial Services, Inc. | 0.28% | Reduce -2.2% | 12,548 | $632K |
| Oxinas Partners, LLC | 0.37% | Reduce -25.6% | 12,494 | $629K |
| Atlas Legacy Advisors, LLC | 0.15% | — | 12,479 | $629K |
| National Bank of Canada | 0.00% | Add +1255.8% | 12,365 | $623K |
| Sterling Investment Advisors, Ltd. | 0.15% | Reduce -6.1% | 12,250 | $617K |
| Alliancebernstein L.P. | 0.00% | New | 12,166 | $613K |
| Resurgent Financial Advisors LLC | 0.36% | Add +16.2% | 12,162 | $613K |
| AGH Wealth Advisors, LLC | 0.56% | — | 12,000 | $604K |
| Pallas Capital Advisors LLC | 0.03% | No change | 11,997 | $604K |
| Capital Planning Advisors, LLC | 0.09% | Add +49.3% | 11,994 | $604K |
| Atlas Capital Advisors Inc. | 0.08% | New | 11,968 | $603K |
| Alhambra Investment Management LLC | 0.31% | Reduce -0.8% | 11,960 | $602K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -27.9% | 11,813 | $595K |
| WealthShield Partners, LLC | 0.08% | Reduce -0.3% | 11,624 | $588K |
| SignalPoint Asset Management, LLC | 0.14% | Reduce -0.9% | 11,653 | $587K |
| Redwood Financial Network Corp | 0.44% | Add +0.5% | 11,628 | $586K |
| Lighthouse Wealth Management Inc. | 0.53% | — | 11,560 | $582K |
| Seed Wealth Management, Inc. | 0.47% | Reduce -4.2% | 11,500 | $579K |
| Balboa Wealth Partners | 0.13% | Reduce -66.8% | 11,377 | $573K |
| Transform Wealth, LLC | 0.03% | Reduce -1.6% | 11,326 | $572K |
| Tobias Financial Advisors, Inc. | 0.11% | Reduce -4.9% | 11,321 | $570K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -10.0% | 11,273 | $568K |
| Prossimo Advisors, LLC | 0.41% | No change | 11,248 | $567K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +24.3% | 11,210 | $566K |
| Total Clarity Wealth Management, Inc. | 0.18% | Reduce -2.2% | 11,189 | $564K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -16.4% | 11,160 | $562K |
| Csenge Advisory Group | 0.03% | Reduce -0.6% | 10,950 | $552K |
| CreativeOne Wealth, LLC | 0.02% | Add +77.8% | 10,767 | $542K |
| Mittelman Wealth Management | 0.50% | No change | 10,765 | $542K |
| Montecito Bank & Trust | 0.09% | Reduce -16.2% | 10,746 | $541K |
| Pinnacle Associates Ltd. | 0.01% | Add +32.1% | 10,696 | $539K |
| Atwood & Palmer Inc. | 0.04% | No change | 10,625 | $535K |
| Brown Miller Wealth Management, LLC | 0.20% | Reduce -11.6% | 10,604 | $534K |
| BCGM Wealth Management, LLC | 0.17% | Add +13.2% | 10,552 | $532K |
| Ashton Thomas Securities, LLC | 0.15% | Add +1.5% | 10,545 | $531K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +0.1% | 10,482 | $528K |
| Vise Technologies, Inc. | 0.04% | New | 10,321 | $520K |
| Centerpoint Advisory Group | 0.50% | — | 10,309 | $519K |
| MPWM Advisory Solutions, LLC | 0.38% | — | 10,221 | $515K |
| American Money Management, LLC | 0.10% | Reduce -40.6% | 10,100 | $509K |
| Family Investment Center, Inc. | 0.13% | Add +4.7% | 10,075 | $507K |
| Dudley Capital Management, LLC | 0.26% | Add +3.3% | 10,012 | $504K |
| Baker Ellis Asset Management LLC | 0.07% | Reduce -2.9% | 10,012 | $504K |
| Whipplewood Advisors, LLC | 0.29% | — | 10,003 | $504K |
| Generation Capital Management LLC | 0.43% | — | 10,000 | $504K |
| Comprehensive Money Management Services LLC | 0.42% | — | 10,000 | $504K |
| Evanson Asset Management, LLC | 0.03% | Reduce -33.3% | 10,000 | $504K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Add +42.5% | 9,998 | $504K |
| Fort Point Capital Partners LLC | 0.06% | Reduce -1.9% | 9,969 | $502K |
| Centurion Wealth Management LLC | 0.16% | No change | 9,960 | $502K |
| Kathleen S. Wright Associates Inc. | 0.21% | Add +3.8% | 9,905 | $499K |
| Wellment Financial | 0.62% | — | 9,806 | $494K |
| Guerra Pan Advisors, LLC | 0.36% | No change | 9,776 | $492K |
| Atticus Wealth Management, LLC | 0.15% | Reduce -16.1% | 9,771 | $492K |
| SPC Financial, Inc. | 0.04% | Reduce -7.4% | 9,714 | $489K |
| Emerald Advisors, LLC | 0.07% | New | 9,697 | $488K |
| National Wealth Management Group, LLC | 0.32% | Add +22.7% | 9,691 | $488K |
| Cannon Wealth Management Services, LLC | 0.42% | Reduce -35.1% | 9,550 | $482K |
| Lionsbridge Wealth Management LLC | 0.40% | Reduce -0.7% | 9,538 | $480K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +21.2% | 9,522 | $480K |
| Lord & Richards Wealth Management, LLC | 1.01% | — | 9,521 | $480K |
| Summit Place Financial Advisors, LLC | 0.27% | Add +11.8% | 9,462 | $477K |
| Rovin Capital /Ut/ | 0.17% | New | 9,444 | $476K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,437 | $475K |
| Northstar Financial Companies, Inc. | 0.45% | — | 9,409 | $474K |
| Coordinated Financial Services, Inc. | 0.37% | — | 9,400 | $473K |
| NewSquare Capital LLC | 0.04% | Add +3.3% | 9,382 | $473K |
| Moors & Cabot, Inc. | 0.02% | Add +9.8% | 9,373 | $472K |
| Regions Financial Corp. | 0.00% | Add +55.0% | 9,351 | $471K |
| Masso Torrence Wealth Management Inc. | 0.25% | Reduce -7.5% | 9,318 | $469K |
| Integrity Alliance, Llc. | 0.05% | — | 9,308 | $469K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -71.6% | 9,296 | $468K |
| Rollins Financial Advisors, LLC | 0.07% | No change | 9,281 | $467K |
| Fortis Group Advisors, LLC | 0.09% | Add +13.2% | 9,239 | $465K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -0.7% | 8,994 | $455K |
| Life Line Wealth Management LLC | 0.16% | Add +1.2% | 8,933 | $450K |
| Authentikos Wealth Advisory, LLC | 0.44% | Reduce -50.1% | 8,926 | $450K |
| WealthCare Investment Partners, LLC | 0.20% | Reduce -60.6% | 8,919 | $449K |
| Ethos Financial Group, LLC | 0.06% | Reduce -17.0% | 8,872 | $449K |
| Brown Advisory Inc. | 0.00% | Reduce -37.6% | 8,867 | $447K |
| Waterloo Capital, L.P. | 0.05% | Reduce -38.8% | 8,857 | $446K |
| Smith, Moore & Co. | 0.04% | Add +35.4% | 8,847 | $446K |
| BlackDiamond Wealth Management, LLC | 0.25% | Add +5.3% | 8,697 | $438K |
| AIFG Consultants Ltd. | 0.71% | Add +0.6% | 8,583 | $432K |
| Modera Wealth Management, LLC | 0.01% | New | 8,569 | $432K |
| Cadence Bank | 0.03% | No change | 8,493 | $428K |
| Arete Wealth Advisors, LLC | 0.03% | Add +78.5% | 8,322 | $419K |
| Sax Wealth Advisors, LLC | 0.03% | New | 8,202 | $413K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.3% | 8,197 | $413K |
| Verus Capital Partners, LLC | 0.04% | Add +14.9% | 8,444 | $413K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 8,183 | $412K |
| Merit Financial Group, LLC | 0.01% | New | 8,173 | $412K |
| Albion Financial Group | 0.03% | Reduce -5.8% | 8,155 | $411K |
| Security Financial Services, INC. | 0.08% | Add +29.3% | 8,062 | $406K |
| Inspire Advisors, LLC | 0.05% | Add +35.2% | 8,038 | $405K |
| Investment Planning Advisors, Inc. | 0.18% | Reduce -92.6% | 8,035 | $405K |
| Orion Capital Management LLC | 0.18% | No change | 8,035 | $405K |
| Linscomb Wealth, Inc. | 0.02% | Add +3.1% | 8,026 | $404K |
| 49 Wealth Management, LLC | 0.06% | Reduce -25.6% | 7,996 | $403K |
| Andrew Hill Investment Advisors, Inc. | 0.30% | Reduce -1.9% | 7,902 | $398K |
| Diversified Portfolios, Inc. | 0.04% | Add +18.5% | 7,873 | $397K |
| Mendel Money Management | 0.18% | No change | 7,860 | $396K |
| GEM Asset Management, LLC | 0.21% | Add +0.7% | 7,656 | $386K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -38.5% | 7,636 | $385K |
| Cibc World Market Inc. | 0.00% | Add +2.4% | 7,601 | $383K |
| L & S Advisors Inc | 0.05% | Reduce -11.4% | 7,411 | $373K |
| NWF Advisory Services Inc. | 0.05% | New | 7,318 | $370K |
| TrueWealth Advisors, LLC | 0.12% | New | 7,343 | $370K |
| 2UniFi Bank | 0.25% | — | 7,331 | $369K |
| Compound Planning, Inc. | 0.02% | Add +56.3% | 7,265 | $366K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 7,254 | $365K |
| Stonehearth Capital Management, LLC | 0.14% | Reduce -10.0% | 7,129 | $359K |
| Aull & Monroe Investment Management Corp | 0.18% | Reduce -2.8% | 7,084 | $357K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -20.5% | 7,027 | $354K |
| Executive Wealth Management, LLC | 0.03% | Add +10.2% | 7,018 | $354K |
| EPG Wealth Management LLC | 0.09% | Add +0.6% | 6,993 | $352K |
| Harbor Investment Advisory, LLC | 0.03% | Add +176.3% | 6,948 | $350K |
| Key Financial Inc | 0.08% | Add +662.6% | 6,940 | $350K |
| Hickory Asset Management, Inc. | 0.29% | — | 6,825 | $344K |
| Slagle Financial, LLC | 0.15% | Reduce -14.1% | 6,803 | $343K |
| Private Client Services, LLC | 0.18% | Add +22.6% | 6,758 | $340K |
| KWB Wealth | 0.04% | Reduce -20.9% | 6,609 | $335K |
| Agate Pass Investment Management, LLC | 0.15% | Add +25.6% | 6,634 | $334K |
| Twelve Points Wealth Management LLC | 0.09% | Reduce -7.1% | 6,546 | $330K |
| Caldwell Sutter Capital, Inc. | 0.15% | Add +44.5% | 6,503 | $328K |
| Integrity Wealth Advisors, Inc. | 0.24% | — | 6,476 | $326K |
| Glenview Trust Co | 0.01% | Add +0.3% | 6,444 | $325K |
| Ironvine Capital Partners, LLC | 0.03% | No change | 6,441 | $324K |
| InTrack Investment Management Inc | 0.23% | Reduce -11.8% | 6,429 | $324K |
| SteelPeak Wealth, LLC | 0.01% | Add +4.2% | 6,394 | $323K |
| Ascent Group, LLC | 0.02% | Reduce -4.1% | 6,418 | $323K |
| Mosaic Advisors LLC | 0.38% | Add +1.2% | 6,363 | $320K |
| Strategic Blueprint, LLC | 0.02% | Reduce -74.5% | 6,311 | $318K |
| Kintra Wealth, LLC | 0.22% | Add +20.9% | 6,166 | $311K |
| Gentry Private Wealth, LLC | 1.29% | Reduce -2.2% | 6,154 | $310K |
| Indie Asset Partners, LLC | 0.24% | Add +10.7% | 6,096 | $307K |
| One Degree Advisors Inc | 0.12% | Add +3.8% | 6,075 | $306K |
| 5T Wealth, LLC | 0.17% | — | 6,050 | $305K |
| Haverford Trust Co | 0.00% | Reduce -4.7% | 6,050 | $305K |
| Gemmer Asset Management LLC | 0.03% | No change | 6,000 | $302K |
| Benchmark Financial Wealth Advisors, LLC | 0.10% | New | 5,980 | $301K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 5,952 | $300K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +0.3% | 5,895 | $297K |
| McIlrath & Eck, LLC | 0.04% | Add +1.1% | 5,856 | $295K |
| Discipline Wealth Solutions, LLC | 0.14% | Add +29.8% | 5,810 | $293K |
| Client First Investment Management LLC | 0.19% | Add +11.3% | 5,788 | $292K |
| Etesian Wealth Advisors, Inc. | 0.13% | Reduce -5.9% | 5,640 | $284K |
| TABR Capital Management, LLC | 0.25% | — | 5,622 | $283K |
| Empirical Asset Management, LLC | 0.09% | Reduce -55.8% | 5,591 | $282K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 5,525 | $278K |
| Cherry Creek Investment Advisors, Inc. | 0.14% | Add +1.0% | 5,510 | $278K |
| Pinnacle Bancorp, Inc. | 0.09% | Add +57.1% | 5,500 | $277K |
| Richard W. Paul & Associates, LLC | 0.10% | Reduce -7.6% | 5,494 | $277K |
| Fairway Wealth LLC | 0.12% | Add +120.4% | 5,489 | $277K |
| Means Investment Co., Inc. | 0.03% | New | 5,489 | $276K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | — | 5,486 | $276K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.5% | 5,484 | $276K |
| Faithward Advisors, LLC | 0.05% | New | 5,434 | $274K |
| BostonPremier Wealth LLC | 0.16% | — | 5,364 | $270K |
| Hurley Capital, LLC | 0.22% | — | 5,309 | $268K |
| Integrated Capital Management, LLC | 0.14% | Reduce -0.3% | 5,242 | $264K |
| Redmont Wealth Advisors LLC | 0.46% | Reduce -67.2% | 5,239 | $264K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -63.8% | 5,204 | $262K |
| NFSG Corp | 0.07% | Add +9.0% | 5,201 | $262K |
| Alpha Omega Group, Inc. | 0.31% | Reduce -2.8% | 5,193 | $262K |
| Cahill Financial Advisors Inc. | 0.04% | New | 5,162 | $260K |
| Smith Anglin Financial, LLC | 0.02% | Reduce -9.6% | 5,140 | $259K |
| Curi Capital, LLC | 0.01% | Reduce -0.5% | 5,137 | $259K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,007 | $252K |
| World Investment Advisors | 0.01% | Reduce -66.5% | 5,004 | $252K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 5,000 | $252K |
| Richards, Merrill & Peterson, Inc. | 0.13% | — | 4,980 | $251K |
| ETF Store, Inc. | 0.31% | Reduce -37.7% | 4,972 | $250K |
| PFS Partners, LLC | 0.14% | New | 4,961 | $250K |
| Morris Financial Concepts, Inc. | 0.11% | No change | 4,895 | $247K |
| K2 Financial Inc. | 0.24% | — | 4,866 | $245K |
| Forbes J M & Co. LLP | 0.02% | No change | 4,842 | $244K |
| Debussy Capital Management LP | 0.04% | New | 4,802 | $243K |
| Hart & Patterson Financial Group LLC | 0.12% | Reduce -0.2% | 4,814 | $242K |
| Terril Brothers, Inc. | 0.07% | No change | 4,800 | $242K |
| New Republic Capital, LLC | 0.16% | New | 4,731 | $238K |
| Vertex Planning Partners, LLC | 0.05% | New | 4,714 | $237K |
| Visionary Wealth Advisors | 0.01% | Reduce -13.3% | 4,675 | $235K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $233K |
| Larson Financial Group LLC | 0.01% | Add +2.8% | 4,611 | $232K |
| Quadrant Private Wealth Management, LLC | 0.06% | No change | 4,569 | $231K |
| Signal Advisors Wealth, LLC | 0.03% | New | 4,547 | $230K |
| NCM Capital Management, LLC | 0.10% | New | 4,548 | $229K |
| Destiny Wealth Partners, LLC | 0.04% | New | 4,533 | $228K |
| IFG Advisors, LLC | 0.05% | No change | 4,530 | $228K |
| Second Line Capital, LLC | 0.06% | New | 4,509 | $228K |
| Wellington Shields Capital Management, LLC | 0.04% | New | 4,500 | $227K |
| Fullcircle Wealth LLC | 0.09% | Reduce -1.5% | 4,419 | $223K |
| Fifth Third Securities, Inc. | 0.02% | New | 4,414 | $222K |
| Hills Bank & Trust Co | 0.02% | New | 4,368 | $220K |
| Drive Wealth Management, LLC | 0.05% | Reduce -37.6% | 4,343 | $220K |
| Leo Wealth, LLC | 0.02% | Reduce -10.6% | 4,343 | $219K |
| Harvest Investment Services, LLC | 0.05% | Reduce -9.8% | 4,343 | $219K |
| Arax Advisory Partners | 0.01% | Reduce -7.3% | 4,313 | $217K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,265 | $215K |
| SYM FINANCIAL Corp | 0.03% | Reduce -4.1% | 4,269 | $215K |
| Lloyd Advisory Services, LLC. | 0.10% | New | 4,231 | $213K |
| Plan Group Financial, LLC | 0.11% | Add +0.0% | 4,218 | $212K |
| Kovack Advisors, Inc. | 0.02% | New | 4,195 | $211K |
| Oak Hill Wealth Advisors, LLC | 0.05% | — | 4,183 | $211K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -23.2% | 4,182 | $211K |
| Five Oceans Advisors | 0.10% | Add +0.7% | 4,165 | $210K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $209K |
| Koshinski Asset Management, Inc. | 0.02% | New | 4,147 | $209K |
| Kraematon Investment Advisors, Inc. | 0.21% | Add +0.3% | 4,119 | $207K |
| Sunflower Bank, N.A. | 0.06% | Reduce -46.7% | 4,115 | $207K |
| Baron Silver Stevens Financial Advisors, LLC | 0.03% | Reduce -1.5% | 4,052 | $204K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $202K |
| Financial Alternatives, Inc | 0.14% | No change | 4,000 | $201K |
| Angeles Wealth Management, LLC | 0.02% | No change | 4,000 | $201K |
| Muirfield Wealth Advisors LLC | 0.17% | Reduce -10.3% | 3,975 | $200K |
| Capital Market Strategies LLC | 0.12% | New | 3,971 | $200K |
| First Horizon Advisors, Inc. | 0.01% | Add +8.4% | 3,873 | $195K |
| Iron Horse Wealth Management, LLC | 0.07% | Add +25.4% | 3,866 | $195K |
| Barrett & Company, Inc. | 0.08% | No change | 3,675 | $185K |
| NorthRock Partners, LLC | 0.01% | Reduce -5.6% | 3,354 | $170K |
| MidAtlantic Capital Management, Inc. | 0.12% | Add +3.3% | 3,279 | $165K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -7.3% | 3,135 | $158K |
| CIBC Private Wealth Group LLC | 0.00% | Add +54.4% | 2,992 | $151K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -50.4% | 2,708 | $136K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,665 | $135K |
| WPG Advisers, LLC | 0.12% | — | 2,477 | $125K |
| Clearstead Advisors, LLC | 0.00% | Add +4.4% | 2,361 | $119K |
| Elevation Wealth Partners, LLC | 0.05% | New | 2,339 | $118K |
| Stephens Consulting, LLC | 0.03% | Reduce -49.1% | 2,312 | $116K |
| NBT Bank, N.A. | 0.01% | Reduce -56.0% | 2,216 | $112K |
| Balefire, LLC | 0.04% | Reduce -93.2% | 2,189 | $110K |
| Avior Wealth Management, LLC | 0.00% | Reduce -19.5% | 2,160 | $109K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +26.6% | 2,142 | $108K |
| HM Payson & Co. | 0.00% | No change | 2,092 | $105K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -31.6% | 2,082 | $105K |
| Capital Analysts, LLC | 0.00% | Add +30.4% | 2,055 | $103K |
| Private Capital Management LLC | 0.02% | Reduce -97.9% | 2,035 | $103K |
| Acropolis Investment Management, LLC | 0.01% | Reduce -4.5% | 2,013 | $101K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -3.0% | 2,008 | $101K |
| Main Management LLC | 0.01% | No change | 1,959 | $99K |
| Sage Mountain Advisors LLC | 0.01% | Reduce -51.0% | 1,891 | $95K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +223.3% | 1,830 | $92K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,822 | $92K |
| Archer Investment Corp | 0.02% | No change | 1,802 | $91K |
| Ameriflex Group, Inc. | 0.04% | — | 1,679 | $85K |
| Painted Porch Advisors LLC | 0.04% | Add +91.2% | 1,658 | $83K |
| Longview Financial Advisors LLC | 0.06% | — | 1,637 | $82K |
| FLP Wealth Management, LLC | 0.20% | — | 1,563 | $79K |
| PSI Advisors, LLC | 0.02% | No change | 1,410 | $71K |
| Eagle Bay Advisors LLC | 0.04% | No change | 1,386 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $65K |
| Security National Bank | 0.01% | No change | 1,271 | $64K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,264 | $64K |
| Millstone Evans Group, LLC | 0.04% | — | 1,213 | $61K |
| Activest Wealth Management | 0.02% | No change | 1,197 | $60K |
| Coppell Advisory Solutions LLC | 0.01% | Add +32.7% | 1,161 | $59K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -49.7% | 1,149 | $58K |
| St Germain D J Co. Inc. | 0.00% | No change | 1,137 | $57K |
| Cohalo Advisory LLC | 4.67% | — | 1,084 | $55K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,080 | $54K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $52K |
| Runnymede Capital Advisors, Inc. | 0.04% | — | 1,000 | $50K |
| Synergy Investment Management, LLC | 0.02% | — | 1,000 | $50K |
| Whittier Trust Co. | 0.00% | Reduce -22.8% | 1,000 | $50K |
| Sugar Maple Asset Management, LLC | 0.04% | New | 993 | $50K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -42.2% | 979 | $49K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 979 | $49K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 966 | $49K |
| Flagship Wealth Advisors, LLC | 0.03% | — | 939 | $47K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -9.2% | 902 | $46K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -43.8% | 900 | $45K |
| Wintrust Investments LLC | 0.04% | Reduce -44.9% | 878 | $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 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| Washington Trust Advisors, Inc. | 0.00% | New | 763 | $38K |
| Sound Income Strategies, LLC | 0.00% | Add +82.2% | 749 | $38K |
| Perritt Capital Management Inc | 0.02% | Add +1.2% | 744 | $37K |
| Bogart Wealth, LLC | 0.00% | Add +7744.4% | 706 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 658 | $33K |
| Maryland Capital Advisors Inc. | 0.01% | New | 621 | $31K |
| Cyrus J. Lawrence, LLC | 0.01% | New | 635 | $31K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -0.4% | 554 | $28K |
| Logan Capital Management Inc. | 0.00% | New | 543 | $27K |
| Global Trust Asset Management, LLC | 0.01% | No change | 533 | $27K |
| Howe & Rusling Inc. | 0.00% | New | 524 | $26K |
| Eastern Bank | 0.00% | Add +95.1% | 513 | $26K |
| New Wave Wealth Advisors LLC | 0.01% | New | 497 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Add +5.3% | 476 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Tucker Asset Management LLC | 0.00% | Reduce -3.9% | 422 | $21K |
| First Command Advisory Services, Inc. | 0.00% | No change | 411 | $21K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.3% | 405 | $20K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 399 | $20K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 395 | $20K |
| Hilltop National Bank | 0.01% | No change | 391 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 374 | $19K |
| Aventura Private Wealth, LLC | 0.01% | — | 374 | $19K |
| PrairieView Partners, LLC | 0.00% | Add +2.4% | 349 | $17K |
| Simplex Trading, LLC | 0.00% | New | 329 | $16K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -99.6% | 312 | $15K |
| Transce3nd, LLC | 0.00% | — | 281 | $14K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| LRI Investments, LLC | 0.00% | Reduce -53.3% | 280 | $14K |
| Evermay Wealth Management LLC | 0.00% | No change | 269 | $14K |
| Menard Financial Group LLC | 0.01% | New | 264 | $13K |
| Laurel Wealth Advisors LLC | 0.00% | New | 251 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 236 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 232 | $12K |
| Park Square Financial Group, LLC | 0.01% | — | 211 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 200 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 188 | $9K |
| Legacy Investment Solutions, LLC | 0.01% | Reduce -60.6% | 171 | $9K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -60.6% | 171 | $9K |
| Rakuten Securities, Inc. | 0.00% | Add +1825.0% | 154 | $8K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 154 | $8K |
| Financial Life Planners | 0.01% | — | 148 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -83.8% | 119 | $6K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +6.6% | 113 | $6K |
| Synergy Asset Management, LLC | 0.00% | New | 103 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -44.6% | 98 | $5K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 89 | $4K |
| Curio Wealth, LLC | 0.00% | — | 85 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| Operose Advisors LLC | 0.00% | No change | 61 | $3K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 50 | $3K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -87.6% | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.9% | 35 | $2K |
| Mather Group, Llc. | 0.00% | No change | 25 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 24 | $1K |
| Abound Wealth Management | 0.00% | New | 19 | $958 |
| Rothschild Investment LLC | 0.00% | No change | 18 | $907 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $806 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 15 | $756 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $554 |
| Russell Investments Group, Ltd. | 0.00% | New | 6 | $292 |
| New Millennium Group LLC | 0.00% | No change | 1 | $31 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.