JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q1 2025 (March 31)1,097holders +21
86new positions
62sold out
6famous investors
$50.61avg. 13F price*
At the end of Q1 2025, 1,097 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 21 from Q4 2024. 86 opened new positions and 62 sold out. The largest holders were JPMorgan Chase & Co. ($5.1B), Morgan Stanley ($2.8B) and Temasek Holdings (Private) Ltd ($842.7M). 6 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $952.6M |
| Exits | 62 | $123.4M |
All 13F filers, Q4 2024 → Q1 2025: 53,517,973 shares bought and 18,600,148 shares sold, net +34,917,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,097 holders
| JPMorgan Chase & Co. | 0.39% | Add +2.7% | 100,114,408 | $5.1B |
| Morgan Stanley | 0.20% | Add +1.0% | 55,398,393 | $2.8B |
| Temasek Holdings (Private) Ltd | 3.40% | New | 16,643,400 | $842.7M |
| LPL Financial LLC | 0.30% | Add +19.4% | 15,159,206 | $767.5M |
| Bank of America Corp. | 0.06% | Reduce -2.0% | 14,144,362 | $716.1M |
| FMR LLC | 0.04% | Reduce -16.0% | 11,952,498 | $605.2M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.2% | 10,999,214 | $556.9M |
| Betterment LLC | 1.10% | Add +47.8% | 9,185,647 | $465.1M |
| UBS Group AG | 0.10% | Reduce -5.9% | 8,823,872 | $446.8M |
| HB Wealth Management, LLC | 3.62% | Add +2.8% | 8,545,925 | $430.3M |
| Wells Fargo & Company | 0.09% | Add +4.5% | 7,450,835 | $377.2M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Add +10.0% | 5,588,353 | $282.9M |
| Cerity Partners LLC | 0.52% | Add +8.6% | 4,951,561 | $250.7M |
| Raymond James Financial Inc. | 0.08% | Add +14.4% | 3,948,223 | $199.9M |
| Northwestern Mutual Wealth Management Co. | 0.16% | Add +12.2% | 3,778,832 | $191.3M |
| Royal Bank of Canada | 0.04% | Reduce -4.2% | 3,487,685 | $176.6M |
| Cambridge Investment Research Advisors, Inc. | 0.51% | Reduce -20.9% | 2,991,624 | $151.5M |
| Quadrant Capital Group LLC | 5.59% | Add +59.8% | 2,973,517 | $150.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +11.0% | 2,963,226 | $150.0M |
| Ameriprise Financial Inc. | 0.04% | Add +44.8% | 2,918,073 | $147.5M |
| Foster Dykema Cabot & Partners, LLC | 10.90% | Add +8.0% | 2,682,578 | $135.8M |
| Osaic Holdings, Inc. | 0.28% | Add +11.3% | 2,437,316 | $123.4M |
| Townsquare Capital LLC | 1.30% | Add +4.3% | 2,405,936 | $121.8M |
| Renaissance Technologies | 0.17% | Add +24.4% | 2,277,600 | $115.3M |
| Spire Wealth Management | 3.47% | Reduce -3.0% | 2,137,779 | $108.2M |
| Commonwealth Equity Services, LLC | 0.15% | Add +15.7% | 2,095,913 | $106.1M |
| Bridgewater Advisors Inc. | 8.89% | Add +5.5% | 2,029,044 | $102.7M |
| Cetera Investment Advisers | 0.19% | Reduce -2.0% | 1,979,162 | $100.2M |
| Obsidian Cio, LLC | 14.82% | Add +153.9% | 1,799,998 | $91.1M |
| Exchange Traded Concepts, LLC | 1.57% | Add +1058.1% | 1,740,737 | $88.1M |
| Cornerstone Management, Inc. | 15.65% | Add +2.3% | 1,651,264 | $83.6M |
| Rock Creek Group LLC | 9.75% | Add +12.2% | 1,626,732 | $82.3M |
| Ancora Advisors LLC | 1.84% | Add +0.3% | 1,626,297 | $82.3M |
| Stifel Financial Corp. | 0.08% | Add +3.4% | 1,555,392 | $78.7M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -30.7% | 1,529,924 | $77.5M |
| Legacy Wealth Management, LLC | 4.88% | Add +0.1% | 1,446,499 | $73.2M |
| State of Tennessee, Department of Treasury | 0.26% | Reduce -24.7% | 1,360,100 | $68.9M |
| Assetmark, Inc. | 0.18% | Add +2.7% | 1,322,171 | $66.9M |
| Great Valley Advisor Group, Inc. | 1.42% | Add +32.1% | 1,305,608 | $66.1M |
| Fifth Third Bancorp | 0.24% | Add +13.3% | 1,224,663 | $62.0M |
| Cwm, LLC | 0.23% | Add +5.4% | 1,159,783 | $58.7M |
| United Capital Financial Advisors, LLC | 0.50% | Add +12.7% | 1,155,416 | $58.5M |
| Greenwood Gearhart LLC | 4.03% | Add +51.0% | 1,151,353 | $58.3M |
| Axxcess Wealth Management, LLC | 1.56% | Add +13.3% | 1,130,496 | $57.2M |
| Sei Investments Co. | 0.07% | Reduce -0.9% | 1,103,950 | $55.9M |
| Signaturefd, LLC | 1.04% | Reduce -9.9% | 1,088,892 | $55.1M |
| N.E.W. Advisory Services LLC | 4.20% | Add +12.2% | 1,082,614 | $54.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.01% | No change | 1,000,000 | $50.6M |
| Round Rock Advisors LLC | 9.36% | Add +40.3% | 997,041 | $50.5M |
| Members Capital Advisors Inc. | 58.42% | Reduce -33.4% | 995,000 | $50.4M |
| Private Advisor Group, LLC | 0.30% | Add +2.7% | 976,648 | $49.4M |
| Acorns Advisers, LLC | 0.47% | Add +6.0% | 972,181 | $49.2M |
| MML Investors Services, LLC | 0.16% | Reduce -18.8% | 953,920 | $48.3M |
| Valmark Advisers, Inc. | 0.71% | Add +21.0% | 930,368 | $47.1M |
| Peterson Wealth Advisors, LLC | 9.08% | Reduce -1.7% | 931,809 | $47.0M |
| Crane Advisory, LLC | 8.36% | Add +112.7% | 917,926 | $46.3M |
| Avantax Advisory Services, Inc. | 0.27% | Add +27.8% | 893,775 | $45.3M |
| BlackRock, Inc. | 0.00% | Add +0.6% | 893,474 | $45.2M |
| Mgo One Seven LLC | 1.70% | Add +3.6% | 866,053 | $43.8M |
| Trustmark Bank Trust Department | 3.20% | Add +21.8% | 854,218 | $43.2M |
| BNP Paribas Financial Markets | 0.03% | Add +428.8% | 848,945 | $43.0M |
| Jones Financial Companies LLLP | 0.04% | Add +84.4% | 834,658 | $42.3M |
| Badgley Phelps Wealth Managers, LLC | 1.00% | Add +2.0% | 817,627 | $41.4M |
| Roof Eidam Maycock Peralta, LLC | 10.92% | Add +8.7% | 813,101 | $41.2M |
| Bramshill Investments, LLC | 4.04% | Add +34.4% | 780,797 | $39.5M |
| Stephens Inc. | 0.57% | Add +1.0% | 765,101 | $38.7M |
| Alpha Omega Wealth Management LLC | 7.19% | Reduce -0.9% | 743,461 | $37.6M |
| Fluent Financial, LLC | 16.05% | Add +52.8% | 727,488 | $36.8M |
| HighTower Advisors, LLC | 0.05% | Add +182.1% | 699,097 | $35.4M |
| Fairview Capital Investment Management, LLC | 1.86% | Reduce -3.4% | 693,541 | $35.1M |
| Focus Partners Wealth | 0.09% | Add +26.3% | 685,048 | $34.7M |
| Rosenberg Matthew Hamilton | 8.36% | Add +5.0% | 658,768 | $33.4M |
| Iron Horse Wealth Management, LLC | 10.63% | Add +16815.7% | 653,962 | $33.1M |
| NewEdge Advisors, LLC | 0.19% | Add +31.6% | 644,870 | $32.6M |
| Franklin Resources Inc. | 0.01% | Add +31.7% | 639,740 | $32.4M |
| Captrust Financial Advisors | 0.08% | Add +1.7% | 639,077 | $32.4M |
| Great Point Wealth Advisors, LLC | 6.78% | Add +5.2% | 619,005 | $31.3M |
| Equitable Holdings, Inc. | 0.29% | Reduce -24.4% | 603,403 | $30.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.2% | 569,145 | $28.8M |
| Peapack Gladstone Financial Corp. | 0.42% | Reduce -0.7% | 557,445 | $28.2M |
| Mariner, LLC | 0.05% | Add +5.1% | 549,640 | $27.8M |
| Beacon Bank & Trust | 6.77% | Add +1.5% | 548,824 | $27.8M |
| Integrated Wealth Concepts LLC | 0.32% | Add +12.2% | 548,052 | $27.7M |
| Compass Financial Services Inc | 14.36% | Add +5.3% | 540,361 | $27.4M |
| Dynamic Advisor Solutions LLC | 0.89% | Add +87.4% | 536,136 | $27.1M |
| Old Mission Capital LLC | 0.52% | Add +2716.6% | 531,597 | $26.9M |
| Wealth Advisors of Iowa, LLC | 11.55% | New | 530,755 | $26.9M |
| Capital Asset Advisory Services LLC | 1.37% | Add +6.4% | 532,584 | $26.9M |
| Sollinda Capital Management LLC | 7.46% | Reduce -2.6% | 529,710 | $26.8M |
| StrongBox Wealth, LLC | 11.13% | Add +7.4% | 527,358 | $26.7M |
| SkyOak Wealth, LLC | 5.79% | Add +6.4% | 521,620 | $26.4M |
| AdvisorNet Financial, Inc | 1.96% | Add +24.4% | 520,801 | $26.4M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +23.0% | 519,371 | $26.3M |
| Flagship Harbor Advisors, LLC | 1.35% | Add +1.6% | 508,615 | $25.8M |
| Norden Group LLC | 2.95% | Add +0.5% | 506,086 | $25.6M |
| Beacon Investment Advisory Services, Inc. | 1.19% | Add +3.2% | 502,579 | $25.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +19.4% | 497,527 | $25.2M |
| WJ Wealth Management, LLC | 8.88% | Add +347.7% | 495,766 | $25.1M |
| San Luis Wealth Advisors LLC | 5.67% | Reduce -9.4% | 495,496 | $25.1M |
| Soltis Investment Advisors LLC | 2.24% | Add +1.4% | 494,091 | $25.0M |
| Appleton Partners Inc. | 1.89% | Reduce -2.3% | 482,233 | $24.4M |
| Financial Management Professionals, Inc. | 3.10% | Add +1.6% | 479,049 | $24.3M |
| Evensky & Katz LLC | 1.62% | Add +4.0% | 476,420 | $24.1M |
| Bryn Mawr Trust Advisors, LLC | 1.44% | Reduce -0.7% | 473,049 | $24.0M |
| Weatherly Asset Management L. P. | 2.15% | Add +3.6% | 472,729 | $23.9M |
| Clarus Group, Inc. | 9.29% | Reduce -5.2% | 472,639 | $23.9M |
| First Pacific Financial | 4.77% | Add +512.8% | 464,030 | $23.5M |
| Donaldson Capital Management, LLC | 0.88% | Add +32.2% | 461,493 | $23.4M |
| Phoenix Wealth Advisors | 10.04% | Reduce -41.6% | 454,891 | $23.0M |
| Naviter Wealth, LLC | 2.78% | Add +25.6% | 452,457 | $22.9M |
| Harbour Investments, Inc. | 0.63% | Add +15.1% | 436,496 | $22.1M |
| Ironwood Wealth Management, Inc. | 11.41% | Reduce -2.1% | 434,757 | $21.9M |
| Thomasville National Bank | 1.57% | Reduce -6.7% | 425,126 | $21.5M |
| Cresset Asset Management, LLC | 0.11% | Reduce -15.1% | 421,846 | $21.4M |
| Mascoma Wealth Management LLC | 5.24% | Add +1.5% | 415,706 | $21.0M |
| Endurance Services Ltd | 3.89% | No change | 415,000 | $21.0M |
| Cooper Financial Group | 2.76% | Reduce -13.1% | 413,499 | $20.9M |
| Capital Investment Advisory Services, LLC | 1.87% | Add +5.3% | 412,543 | $20.9M |
| Roberts Wealth Advisors, LLC | 6.44% | Reduce -1.5% | 412,286 | $20.9M |
| Portside Wealth Group, LLC | 3.37% | Add +5.2% | 407,333 | $20.6M |
| McMorgan & Co. LLC | 3.27% | Reduce -61.7% | 403,647 | $20.4M |
| Heritage Oak Wealth Advisors LLC | 8.92% | Add +1.1% | 398,642 | $20.2M |
| Arbor Investment Advisors, LLC | 2.76% | Add +4.6% | 398,062 | $20.2M |
| IFP Advisors, Inc | 0.62% | Add +3.9% | 395,490 | $20.0M |
| IMZ Advisory Inc | 9.03% | Add +6.2% | 393,151 | $19.9M |
| Hudock, Inc. | 3.48% | Reduce -6.4% | 392,898 | $19.9M |
| Palumbo Wealth Management LLC | 6.60% | Reduce -5.8% | 390,054 | $19.7M |
| Waverly Advisors, LLC | 0.24% | Add +0.4% | 389,787 | $19.7M |
| Mainstream Capital Management LLC | 15.49% | Reduce -19.6% | 386,090 | $19.5M |
| Arax Advisory Partners | 1.25% | Add +8846.4% | 385,860 | $19.5M |
| White Wing Wealth Management | 15.19% | Add +18.3% | 386,113 | $19.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Add +7.4% | 381,892 | $19.3M |
| Cynosure Group, LLC | 2.66% | No change | 380,835 | $19.3M |
| John W. Brooker & Co., CPAs | 7.83% | Add +22.2% | 373,901 | $18.9M |
| Allworth Financial LP | 0.11% | Reduce -3.5% | 370,920 | $18.8M |
| Souders Financial Advisors | 2.61% | Add +8.7% | 369,446 | $18.7M |
| Parkside Investments, LLC | 2.74% | Add +37.3% | 367,280 | $18.6M |
| Dakota Wealth Management | 0.43% | Add +22.4% | 360,212 | $18.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.80% | Add +31.6% | 350,981 | $17.8M |
| Legacy Private Trust Co. | 1.21% | Add +10.8% | 347,730 | $17.6M |
| Strategent Financial, LLC | 15.78% | Add +5.6% | 344,465 | $17.4M |
| Paradigm, Strategies in Wealth Management, LLC | 11.74% | Add +1.3% | 343,889 | $17.4M |
| AE Wealth Management LLC | 0.15% | Reduce -15.3% | 341,055 | $17.3M |
| Capital Advisors Wealth Management, LLC | 3.02% | Add +8.8% | 337,158 | $17.1M |
| Cahaba Wealth Management, Inc. | 1.41% | Add +4.8% | 336,190 | $17.0M |
| Rockingstone Advisors LLC | 7.64% | Reduce -10.1% | 335,395 | $17.0M |
| Summit Wealth Partners, LLC | 3.43% | Reduce -3.3% | 334,139 | $16.9M |
| Highline Wealth Partners LLC | 5.70% | Add +7.4% | 333,975 | $16.9M |
| Elevatus Welath Management | 9.58% | Add +598.6% | 333,927 | $16.9M |
| Ascension Capital Advisors, Inc. | 7.62% | Reduce -16.7% | 329,602 | $16.7M |
| RPg Family Wealth Advisory, LLC | 4.67% | Add +4.1% | 323,790 | $16.4M |
| Verum Partners LLC | 4.38% | Add +4.6% | 320,108 | $16.2M |
| LPWM LLC | 5.20% | Add +73.2% | 318,829 | $16.1M |
| Ameritas Advisory Services, LLC | 0.65% | Add +3.2% | 316,962 | $16.0M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +46.2% | 313,846 | $15.9M |
| CW Advisors, LLC | 0.19% | Add +1259.5% | 312,615 | $15.8M |
| MBM Wealth Consultants, LLC | 4.67% | Add +6.6% | 312,172 | $15.8M |
| Ridgeline Wealth Planning, LLC | 15.41% | Add +1.7% | 309,681 | $15.7M |
| Sand Hill Global Advisors, LLC | 0.64% | Add +34.0% | 309,225 | $15.7M |
| LexAurum Advisors, LLC | 3.00% | Add +63.9% | 306,414 | $15.5M |
| Requisite Capital Management, LLC | 3.49% | Add +2.2% | 305,076 | $15.4M |
| Alliance Wealth Advisors, LLC | 3.97% | Add +9.1% | 300,569 | $15.2M |
| Ruggaard & Associates LLC | 6.65% | Add +1.7% | 299,778 | $15.2M |
| Flaharty Asset Management, LLC | 2.19% | Add +9.2% | 299,092 | $15.1M |
| Frisch Financial Group, Inc. | 4.23% | Reduce -13.2% | 297,518 | $15.1M |
| Ridgepath Capital Management LLC | 7.16% | Reduce -16.4% | 293,851 | $14.9M |
| Synovus Financial Corp. | 0.19% | Reduce -6.7% | 292,510 | $14.8M |
| JFS Wealth Advisors, LLC | 1.00% | Add +7.9% | 291,172 | $14.7M |
| Citizens Financial Group Inc. | 0.29% | Reduce -0.8% | 290,872 | $14.7M |
| Scotia Capital Inc. | 0.08% | Add +60.4% | 287,811 | $14.6M |
| Helium Advisors LLC | 10.51% | Add +21.9% | 285,270 | $14.4M |
| REDW Wealth LLC | 5.26% | Add +0.1% | 279,252 | $14.1M |
| Simon Quick Advisors, LLC | 0.80% | Reduce -1.0% | 277,397 | $14.0M |
| Prism Advisors, Inc. | 4.31% | Reduce -0.1% | 276,689 | $14.0M |
| D.A. Davidson & Co. | 0.11% | Add +15.3% | 274,401 | $13.9M |
| Centaurus Financial, Inc. | 0.84% | Add +235.1% | 274,003 | $13.9M |
| Prosperity Consulting Group, LLC | 1.06% | Reduce -2.1% | 272,028 | $13.8M |
| Southeast Asset Advisors, LLC | 1.68% | Add +27.0% | 270,031 | $13.7M |
| Montag A & Associates Inc. | 0.67% | Add +77.6% | 264,382 | $13.4M |
| Heritage Financial Services, LLC | 1.29% | Add +4.8% | 258,216 | $13.1M |
| Allen Capital Group, LLC | 1.50% | Add +29.3% | 257,773 | $13.1M |
| Valley Wealth Managers, Inc. | 0.98% | Reduce -19.3% | 255,653 | $12.9M |
| Comerica Bank | 0.05% | Reduce -13.2% | 249,001 | $12.6M |
| Northeast Planning Associates, Inc. / NH / | 10.46% | Reduce -0.5% | 248,755 | $12.6M |
| Whitaker-Myers Wealth Managers, LTD. | 3.53% | Add +7.8% | 248,405 | $12.6M |
| Millennium Management | 0.01% | Add +23.0% | 248,373 | $12.6M |
| Financial Security Advisor, Inc. | 3.17% | Reduce -2.4% | 246,876 | $12.5M |
| Kwmg, LLC | 1.27% | Reduce -10.3% | 246,423 | $12.5M |
| Scott Capital Advisors, LLC | 3.68% | Add +2.5% | 243,938 | $12.4M |
| Tyler-Stone Wealth Management | 2.20% | Add +10.2% | 242,475 | $12.3M |
| Saiph Capital, LLC | 5.85% | Reduce -4.5% | 242,007 | $12.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -25.6% | 239,381 | $12.1M |
| Truist Financial Corp. | 0.02% | Reduce -4.7% | 239,378 | $12.1M |
| Oarsman Capital, Inc. | 2.16% | Add +11.5% | 237,594 | $12.0M |
| Buck Wealth Strategies, LLC | 2.17% | Add +73.5% | 236,137 | $12.0M |
| Avestar Capital, LLC | 1.14% | Reduce -7.0% | 235,941 | $11.9M |
| J.W. Cole Advisors, Inc. | 0.37% | Add +13.7% | 235,599 | $11.9M |
| Krilogy Financial LLC | 0.77% | Reduce -38.9% | 234,803 | $11.9M |
| VCI Wealth Management LLC | 4.90% | Add +8.4% | 230,785 | $11.7M |
| IronBridge Private Wealth, LLC | 4.56% | Reduce -0.3% | 228,704 | $11.6M |
| Carolinas Wealth Consulting LLC | 2.48% | Reduce -0.3% | 227,923 | $11.5M |
| Apollon Wealth Management, LLC | 0.25% | Add +56.9% | 226,543 | $11.5M |
| Crestmont Private Wealth LLC | 4.95% | Add +58.3% | 225,949 | $11.4M |
| Mutual Advisors, LLC | 0.33% | Reduce -3.7% | 225,229 | $11.4M |
| Resonant Capital Advisors, LLC | 0.79% | Add +7.2% | 224,913 | $11.4M |
| Arcus Capital Partners, LLC | 4.57% | Add +55.0% | 224,882 | $11.4M |
| Aspen Wealth Management LLC | 3.20% | Add +1.6% | 223,513 | $11.3M |
| WCG Wealth Advisors LLC | 0.86% | Reduce -13.3% | 223,267 | $11.3M |
| Cerro Pacific Wealth Advisors LLC | 3.62% | Add +62.3% | 221,374 | $11.2M |
| Philip James Wealth Mangement, LLC | 1.41% | Reduce -6.2% | 220,103 | $11.1M |
| Independent Financial Group, LLC | 0.38% | Add +36.5% | 219,929 | $11.1M |
| Gotham Asset Management | 0.09% | Add +70.7% | 218,847 | $11.1M |
| Legacy Capital Group California, Inc. | 3.84% | Reduce -35.4% | 217,612 | $11.0M |
| TD Capital Management LLC | 1.11% | Add +6.8% | 217,306 | $11.0M |
| Paces Ferry Wealth Advisors, LLC | 5.46% | Add +3.7% | 216,860 | $11.0M |
| Mason Street Advisors, LLC | 1.40% | No change | 216,650 | $11.0M |
| Encompass Wealth Advisors, LLC | 4.44% | Reduce -0.5% | 215,216 | $10.9M |
| Bristlecone Advisors, LLC | 0.88% | Add +26.7% | 212,407 | $10.8M |
| NewEdge Wealth, LLC | 0.19% | Add +63.1% | 211,911 | $10.7M |
| Goldstone Financial Group, LLC | 1.61% | Add +31.7% | 210,340 | $10.6M |
| Choice Wealth Advisors LLC | 5.52% | Add +0.1% | 209,078 | $10.6M |
| Chatham Capital Group, Inc. | 1.77% | Add +5.1% | 209,054 | $10.6M |
| Sandy Spring Bank | 0.44% | Add +11.1% | 208,811 | $10.6M |
| SOL Capital Management CO | 1.17% | Reduce -6.5% | 208,776 | $10.6M |
| First Business Financial Services, Inc. | 1.04% | Add +0.7% | 207,948 | $10.5M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -63.8% | 208,571 | $10.5M |
| Paragon Advisors, LLC | 3.98% | Reduce -45.7% | 207,657 | $10.5M |
| Cobblestone Capital Advisors LLC | 0.57% | Add +18.3% | 203,854 | $10.3M |
| Houlihan Financial Resource Group, Ltd. | 4.59% | Add +1.8% | 201,839 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +2.3% | 201,398 | $10.2M |
| Good Life Advisors, LLC | 0.71% | Add +2.8% | 200,070 | $10.1M |
| Lowe Wealth Advisors, LLC | 4.25% | Reduce -0.9% | 197,477 | $10.0M |
| Choreo, LLC | 0.15% | Reduce -42.9% | 196,734 | $10.0M |
| Meridian Financial Advisors, LLC | 6.94% | Add +1.2% | 195,475 | $9.9M |
| Aspire Capital Advisors LLC | 2.93% | New | 193,830 | $9.8M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -37.4% | 193,593 | $9.8M |
| NavPoint Financial, Inc. | 6.89% | Add +20.7% | 193,588 | $9.8M |
| Neuberger Berman Group LLC | 0.01% | Add +61.9% | 193,210 | $9.8M |
| Ceera Investments, LLC | 3.35% | Add +59.6% | 192,381 | $9.7M |
| Perennial Advisors, LLC | 1.93% | Add +8.9% | 190,837 | $9.7M |
| Advisory Alpha, LLC | 0.33% | Add +26.5% | 190,064 | $9.6M |
| Bfsg, LLC | 1.17% | Add +5.0% | 190,021 | $9.6M |
| AlphaCore Capital LLC | 0.81% | New | 187,838 | $9.5M |
| Essex Financial Services, Inc. | 0.68% | Add +16.7% | 185,261 | $9.4M |
| OneDigital Investment Advisors LLC | 0.11% | Add +4.5% | 184,529 | $9.3M |
| Paradigm Capital Management, LLC | 9.64% | Add +7.3% | 183,230 | $9.3M |
| Independent Wealth Network Inc. | 3.71% | Reduce -1.2% | 183,083 | $9.3M |
| Sovran Advisors, LLC | 1.20% | Reduce -8.6% | 183,519 | $9.3M |
| Kendall Capital Management | 2.72% | Add +15.0% | 182,944 | $9.3M |
| Texas Yale Capital Corp. | 0.37% | Add +1.7% | 179,966 | $9.1M |
| Savant Capital, LLC | 0.08% | Add +2.6% | 178,321 | $9.0M |
| Citigroup Inc. | 0.01% | Reduce -68.2% | 178,211 | $9.0M |
| Hilltop Holdings Inc. | 0.57% | Add +9.1% | 177,200 | $9.0M |
| Invst, LLC | 1.22% | Reduce -16.9% | 176,985 | $9.0M |
| Syverson Strege & Co | 2.86% | New | 175,539 | $8.9M |
| Composition Wealth, LLC | 0.17% | Add +21.2% | 169,508 | $8.6M |
| Noesis Capital Mangement Corp. | 1.70% | Reduce -15.6% | 168,458 | $8.5M |
| HBW Advisory Services LLC | 1.21% | Reduce -9.0% | 168,278 | $8.5M |
| Cornerstone Advisory, LLC | 0.99% | Add +143.1% | 168,819 | $8.5M |
| Insight Wealth Partners, LLC | 5.12% | Add +3.9% | 168,211 | $8.5M |
| Sandbox Financial Partners, LLC | 3.00% | Reduce -0.2% | 167,656 | $8.5M |
| Diversify Wealth Management, LLC | 0.62% | Reduce -8.2% | 165,276 | $8.4M |
| Retirement Guys Formula LLC | 4.14% | Add +36.3% | 164,738 | $8.3M |
| Meridian Financial Partners LLC | 4.13% | Reduce -13.7% | 160,767 | $8.1M |
| Little House Capital LLC | 2.24% | Add +34.2% | 160,642 | $8.1M |
| IFG Advisory, LLC | 0.45% | Reduce -1.7% | 159,754 | $8.1M |
| WNY Asset Management, LLC | 0.95% | Add +118.6% | 157,356 | $8.0M |
| FSM Wealth Advisors, LLC | 1.79% | Reduce -13.0% | 157,214 | $8.0M |
| CoreCap Advisors, LLC | 0.35% | Add +499.3% | 154,989 | $7.8M |
| Perigon Wealth Management, LLC | 0.20% | Add +9.3% | 150,654 | $7.6M |
| Tradewinds, LLC. | 2.11% | Add +16.4% | 147,396 | $7.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +1.1% | 147,106 | $7.4M |
| J. W. Coons Advisors, LLC | 1.96% | Add +2.6% | 146,740 | $7.4M |
| 5th Street Advisors, LLC | 3.56% | Reduce -7.7% | 145,814 | $7.4M |
| Delta Financial Group, Inc. | 1.68% | Add +63.6% | 145,061 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Add +12.3% | 142,094 | $7.2M |
| Anchor Investment Management, LLC | 0.67% | Add +11.8% | 141,912 | $7.2M |
| Ashton Thomas Private Wealth, LLC | 0.27% | Reduce -6.0% | 141,250 | $7.2M |
| Atria Investments, Inc | 0.09% | Add +106.3% | 141,227 | $7.2M |
| Crewe Advisors LLC | 1.00% | Reduce -2.7% | 140,535 | $7.1M |
| Enclave Advisors LLC | 1.21% | Add +146.0% | 140,281 | $7.1M |
| DHJJ Financial Advisors, Ltd. | 2.85% | Add +84.9% | 139,736 | $7.1M |
| YHB Investment Advisors, Inc. | 0.58% | Add +22.8% | 137,939 | $7.0M |
| Integrity Alliance, Llc. | 0.27% | Add +1360.1% | 135,909 | $6.9M |
| Financial Enhancement Group LLC | 1.07% | Add +11.4% | 136,073 | $6.9M |
| Tiemann Investment Advisors, LLC | 3.11% | Add +9.3% | 135,537 | $6.9M |
| Advisory Services Network, LLC | 0.13% | Add +42.0% | 134,559 | $6.8M |
| Stewardship Advisors, LLC | 1.82% | Reduce -13.8% | 133,355 | $6.8M |
| Kingsview Wealth Management, LLC | 0.13% | Add +6.6% | 131,810 | $6.7M |
| Two Sigma Securities, LLC | 1.02% | Add +26.4% | 131,583 | $6.7M |
| Three Seasons Wealth, LLC | 3.29% | Reduce -45.0% | 131,218 | $6.6M |
| Forza Wealth Management, LLC | 2.99% | Add +1.6% | 131,205 | $6.6M |
| Financial Connections Group, Inc. | 2.98% | Reduce -18.9% | 130,934 | $6.6M |
| Schwallier Wealth Management LLC | 4.89% | Reduce -56.0% | 130,907 | $6.6M |
| Mills Wealth Advisors LLC | 3.51% | Reduce -41.9% | 130,643 | $6.6M |
| Triumph Capital Management | 2.20% | Add +41.6% | 130,308 | $6.6M |
| Lodestone Wealth Management LLC | 3.51% | Reduce -1.0% | 130,211 | $6.6M |
| WT Wealth Management | 2.13% | Add +130.1% | 129,442 | $6.6M |
| Jaffetilchin Investment Partners, LLC | 0.47% | Reduce -0.8% | 127,529 | $6.5M |
| Trademark Financial Management, LLC | 4.91% | Reduce -0.2% | 127,127 | $6.4M |
| Merit Financial Group, LLC | 0.10% | Add +1439.9% | 125,853 | $6.4M |
| First International Bank & Trust | 2.00% | Add +7.0% | 125,189 | $6.3M |
| Foundations Investment Advisors, LLC | 0.12% | Add +41.7% | 124,677 | $6.3M |
| American Financial Advisors, LLC | 0.91% | Reduce -0.9% | 124,435 | $6.3M |
| Gradient Capital Advisors, LLC | 2.06% | Reduce -6.9% | 124,383 | $6.3M |
| Sowell Financial Services LLC | 0.29% | Add +2.9% | 124,023 | $6.3M |
| Boyce & Associates Wealth Consulting, Inc. | 6.28% | Add +18.7% | 123,989 | $6.3M |
| Webster Bank, N. A. | 0.69% | Reduce -9.6% | 123,412 | $6.2M |
| Daymark Wealth Partners, LLC | 0.27% | Reduce -5.5% | 122,467 | $6.2M |
| West Paces Advisors Inc. | 1.41% | Add +3.2% | 122,387 | $6.2M |
| Archford Capital Strategies, LLC | 0.90% | Reduce -12.2% | 121,395 | $6.1M |
| Mach-1 Financial Group, LLC | 1.84% | Add +478.6% | 120,924 | $6.1M |
| RiverFront Investment Group, LLC | 0.14% | Add +186.7% | 120,846 | $6.1M |
| Colonial Trust Advisors | 0.54% | Reduce -3.3% | 120,646 | $6.1M |
| Cardinal Strategic Wealth Guidance | 1.95% | Add +4.4% | 120,514 | $6.1M |
| Freedom Investment Management, Inc. | 0.51% | Add +379.4% | 120,225 | $6.1M |
| Lido Advisors, LLC | 0.04% | Add +4.3% | 119,972 | $6.1M |
| Interchange Capital Partners, LLC | 1.70% | Reduce -4.7% | 119,932 | $6.1M |
| Corient Private Wealth LP | 0.01% | Reduce -27.3% | 119,848 | $6.1M |
| Flow Traders U.S. LLC | 0.26% | Reduce -94.0% | 119,641 | $6.1M |
| Scarborough Advisors, LLC | 0.86% | Add +7.8% | 119,474 | $6.0M |
| J Hagan Capital, Inc. | 4.90% | — | 119,568 | $6.0M |
| &partners | 0.06% | Add +8.8% | 119,216 | $6.0M |
| Tradition Wealth Management, LLC | 0.53% | Add +402.3% | 118,550 | $6.0M |
| Guardian Wealth Advisors, LLC / NC | 0.48% | Add +0.6% | 117,372 | $5.9M |
| Bank of New Hampshire | 1.55% | Add +11.9% | 117,072 | $5.9M |
| Matthew Goff Investment Advisor, LLC | 1.09% | Add +13.8% | 117,001 | $5.9M |
| Sharper & Granite LLC | 2.44% | Add +34.8% | 116,557 | $5.9M |
| Sequoia Financial Advisors, LLC | 0.05% | Add +240.4% | 115,866 | $5.9M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -9.9% | 116,078 | $5.9M |
| Modern Wealth Management, LLC | 0.19% | Add +3.8% | 115,703 | $5.9M |
| United Advisor Group, LLC | 1.18% | Reduce -4.7% | 113,403 | $5.7M |
| Elmwood Wealth Management, Inc. | 2.29% | Reduce -6.1% | 110,260 | $5.6M |
| Oppenheimer & Co. Inc. | 0.08% | Add +1.9% | 109,538 | $5.5M |
| Cathy Pareto & Associates, Inc. | 4.89% | Add +70.0% | 109,325 | $5.5M |
| North Forty Two & Co. | 6.11% | Add +0.8% | 109,008 | $5.5M |
| Windsor Capital Management, LLC | 1.67% | Reduce -4.9% | 107,739 | $5.5M |
| HUB Investment Partners, LLC | 0.22% | Add +167.6% | 107,587 | $5.4M |
| Johnson Financial Group, Inc. | 0.26% | Add +1.4% | 106,917 | $5.4M |
| Paladin Advisory Group, LLC | 4.32% | Add +1.4% | 106,686 | $5.4M |
| Gibbs Wealth Management | 1.30% | Add +8.2% | 106,196 | $5.4M |
| Concorde Financial Corp | 2.94% | Reduce -5.5% | 105,504 | $5.3M |
| Ascentis Wealth Management, LLC | 1.70% | Add +68146.8% | 105,100 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +223.0% | 103,716 | $5.3M |
| Atlas Legacy Advisors, LLC | 1.33% | Add +726.0% | 103,077 | $5.2M |
| Creative Financial Designs Inc. | 0.42% | Add +10.3% | 103,042 | $5.2M |
| CENTRAL TRUST Co | 0.13% | Add +1.1% | 102,310 | $5.2M |
| Advocacy Wealth Management, LLC | 0.35% | Add +12.1% | 101,898 | $5.2M |
| BOS Asset Management, LLC | 1.77% | Add +37.9% | 101,461 | $5.1M |
| Per Stirling Capital Management, LLC. | 0.73% | Add +9.9% | 100,693 | $5.1M |
| Aprio Wealth Management, LLC | 0.64% | Reduce -1.2% | 100,543 | $5.1M |
| Centricity Wealth Management, LLC | 4.61% | Add +9.0% | 100,369 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -9.1% | 98,586 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -9.1% | 98,586 | $5.0M |
| Royal Harbor Partners, LLC | 1.92% | Add +13.9% | 98,044 | $5.0M |
| Lokken Investment Group LLC | 2.08% | Add +3.6% | 97,296 | $4.9M |
| Advisor Resource Council | 0.40% | New | 98,382 | $4.9M |
| O'Connor Financial Group LLC | 2.54% | Add +15.6% | 96,657 | $4.9M |
| Clear Creek Financial Management, LLC | 0.51% | Add +16.1% | 96,381 | $4.9M |
| New Capital Management LP | 1.40% | Add +207.8% | 96,044 | $4.9M |
| MJT & Associates Financial Advisory Group, Inc. | 4.64% | — | 95,430 | $4.8M |
| Tradewinds Capital Management, LLC | 1.29% | Add +0.1% | 95,306 | $4.8M |
| Founders Financial Alliance, LLC | 1.17% | Add +35.4% | 95,299 | $4.8M |
| JGP Wealth Management, LLC | 0.63% | Add +43.3% | 95,281 | $4.8M |
| Causey Wealth LLC | 2.70% | Add +34.1% | 95,206 | $4.8M |
| Summit Trail Advisors, LLC | 0.16% | No change | 94,991 | $4.8M |
| One Capital Management, LLC | 0.16% | Add +8.8% | 94,777 | $4.8M |
| Geneos Wealth Management Inc. | 0.16% | Add +5.1% | 94,278 | $4.8M |
| Insight 2811, Inc. | 2.40% | Reduce -4.7% | 93,464 | $4.7M |
| Catalina Capital Group, LLC | 3.16% | Add +34.0% | 93,413 | $4.7M |
| Stratos Wealth Advisors, LLC | 0.26% | Add +4.7% | 92,853 | $4.7M |
| Skyline Advisors, Inc. | 1.84% | Add +6.2% | 92,471 | $4.7M |
| Wealthcare Advisory Partners LLC | 0.13% | Reduce -7.8% | 92,160 | $4.7M |
| McCarthy Asset Management, Inc. | 3.37% | Reduce -2.8% | 91,866 | $4.7M |
| Ackerman Asset Management, LLC | 4.19% | — | 91,470 | $4.6M |
| Herold Advisors, Inc. | 1.02% | Add +7.7% | 91,419 | $4.6M |
| SlateStone Wealth, LLC | 0.46% | No change | 91,400 | $4.6M |
| Apeiron RIA LLC | 1.39% | Reduce -0.7% | 90,775 | $4.6M |
| CRA Financial Services, LLC | 0.79% | Add +34.8% | 90,762 | $4.6M |
| GK Wealth Management LLC | 5.73% | Reduce -5.3% | 90,614 | $4.6M |
| Legacy CG, LLC | 1.48% | Reduce -12.3% | 90,501 | $4.6M |
| GeoWealth Management, LLC | 0.18% | Add +13.9% | 90,096 | $4.6M |
| Plotkin Financial Advisors, LLC | 2.80% | Add +9.4% | 89,799 | $4.5M |
| ProVise Management Group, LLC | 0.39% | Reduce -30.4% | 89,714 | $4.5M |
| Strategic Family Wealth Counselors, L.L.C. | 1.47% | Add +2.3% | 89,476 | $4.5M |
| Newport Capital Group, LLC | 3.25% | Add +16.2% | 89,119 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +31.4% | 89,031 | $4.5M |
| Wealth Advisors of Tampa Bay, LLC | 1.83% | New | 88,993 | $4.5M |
| Flavin Financial Services, Inc. | 4.13% | Add +5.7% | 88,705 | $4.5M |
| Winthrop Advisory Group LLC | 0.54% | Reduce -9.3% | 88,422 | $4.5M |
| Westside Investment Management, Inc. | 0.95% | Reduce -30.3% | 88,450 | $4.5M |
| Ergawealth Advisors, Inc. | 2.22% | Add +1.9% | 88,369 | $4.5M |
| IHT Wealth Management, LLC | 0.14% | Reduce -11.9% | 87,664 | $4.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +21.8% | 87,572 | $4.4M |
| Adell Harriman & Carpenter Inc. | 0.33% | Reduce -0.5% | 86,040 | $4.4M |
| Formidable Asset Management, LLC | 0.72% | Add +3.2% | 85,523 | $4.3M |
| Principle Wealth Partners LLC | 0.31% | Reduce -37.1% | 85,493 | $4.3M |
| Perissos Private Wealth Management, LLC | 3.93% | Add +22.0% | 85,178 | $4.3M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -66.9% | 84,953 | $4.3M |
| Illumine Investment Management, LLC | 3.41% | Add +13.0% | 82,320 | $4.2M |
| Garden State Investment Advisory Services LLC | 1.33% | Add +9.4% | 82,105 | $4.2M |
| Cobblestone Asset Management LLC | 2.41% | Add +13.0% | 81,613 | $4.1M |
| MAI Capital Management | 0.03% | Reduce -8.5% | 80,963 | $4.1M |
| Auour Investments LLC | 1.48% | Reduce -7.1% | 80,506 | $4.1M |
| Silverlake Wealth Management LLC | 1.55% | Add +77.7% | 79,544 | $4.0M |
| Nwam LLC | 0.35% | Add +19.1% | 79,459 | $4.0M |
| Howard Financial Services, LTD. | 0.54% | Reduce -8.9% | 78,102 | $4.0M |
| SVB Wealth LLC | 0.16% | Add +1.6% | 77,675 | $3.9M |
| Creative Planning | 0.00% | Add +29.7% | 77,570 | $3.9M |
| Hayek Kallen Investment Management | 1.44% | Reduce -0.2% | 77,409 | $3.9M |
| World Investment Advisors | 0.10% | Add +1438.3% | 76,977 | $3.9M |
| Insight Advisors, LLC/ PA | 0.68% | Add +8.8% | 76,866 | $3.9M |
| Ironwood Investment Counsel, LLC | 0.67% | Add +99.9% | 76,430 | $3.9M |
| Floyd Financial Group LLC | 3.49% | Add +0.3% | 76,218 | $3.9M |
| Patten Group, Inc. | 0.87% | Add +4.2% | 75,329 | $3.8M |
| Mayfair Advisory Group, LLC | 2.19% | Reduce -21.5% | 75,115 | $3.8M |
| Boston Family Office LLC | 0.27% | Reduce -10.8% | 74,913 | $3.8M |
| Beacon Financial Advisory LLC | 1.14% | Add +109.0% | 74,633 | $3.8M |
| Vawter Financial, Ltd. | 2.12% | Add +34.6% | 74,550 | $3.8M |
| Strategic Financial Concepts, LLC | 0.70% | Reduce -29.4% | 74,132 | $3.8M |
| Vienna Asset Management LLC | 2.95% | Reduce -34.0% | 73,875 | $3.7M |
| Citadel Advisors | 0.00% | Reduce -71.2% | 73,872 | $3.7M |
| Essex LLC | 0.81% | Reduce -68.1% | 73,534 | $3.7M |
| SMART Wealth LLC | 1.33% | Reduce -4.8% | 73,113 | $3.7M |
| Sigma Planning Corp | 0.12% | Add +0.5% | 72,102 | $3.7M |
| Transcendent Capital Group LLC | 2.04% | Add +3.7% | 71,755 | $3.6M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -15.8% | 71,683 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 71,170 | $3.6M |
| Sargent Investment Group, LLC | 0.58% | Add +20.4% | 71,154 | $3.6M |
| Richard P Slaughter Associates Inc | 0.84% | Add +66.5% | 71,139 | $3.6M |
| Keeley-Teton Advisors, LLC | 0.43% | Add +66.9% | 70,820 | $3.6M |
| Mountain Capital Investment Advisors Inc. | 0.77% | Reduce -5.7% | 70,841 | $3.6M |
| Bank of Montreal | 0.00% | Reduce -19.6% | 70,729 | $3.6M |
| Principal Securities, Inc. | 0.08% | No change | 70,963 | $3.6M |
| Paragon Private Wealth Management, LLC | 1.65% | Add +76.7% | 70,262 | $3.6M |
| Chesley Taft & Associates LLC | 0.17% | Add +13.6% | 70,225 | $3.6M |
| TFG Advisers LLC | 1.29% | Add +25.2% | 70,204 | $3.6M |
| Novem Group | 0.49% | Reduce -6.0% | 69,139 | $3.5M |
| Woodside Wealth Management LLC | 3.24% | — | 69,015 | $3.5M |
| Lee, Kelleher & Klein Wealth Management | 2.56% | Add +1.0% | 68,825 | $3.5M |
| Eagle Harbor Asset Management Inc. | 3.53% | Reduce -1.2% | 68,816 | $3.5M |
| DAVENPORT & Co LLC | 0.02% | Add +19.0% | 68,766 | $3.5M |
| Bolthouse Investments, LLC | 3.63% | Add +7.2% | 68,648 | $3.5M |
| Nicholson Meyer Capital Management, Inc. | 3.19% | — | 68,542 | $3.5M |
| SP Asset Management LLC | 0.31% | Reduce -5.1% | 68,363 | $3.5M |
| First Citizens Financial Corp | 1.96% | Reduce -46.3% | 68,352 | $3.5M |
| Gallacher Capital Management LLC | 1.67% | Add +9.4% | 67,848 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +6.5% | 67,577 | $3.4M |
| Intrua Financial, LLC | 0.53% | Add +87.3% | 67,052 | $3.4M |
| ZEGA Investments, LLC | 1.00% | Add +14.8% | 66,891 | $3.4M |
| Keystone Financial Services, LLC | 2.85% | Add +4.8% | 66,433 | $3.4M |
| Edgestream Partners, L.P. | 0.11% | Reduce -2.0% | 66,200 | $3.4M |
| American Trust | 0.81% | Reduce -86.8% | 64,873 | $3.3M |
| Procyon Advisors, LLC | 0.20% | Reduce -2.5% | 64,773 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +239.7% | 75,337 | $3.3M |
| Compass Financial Group, Inc. | 1.68% | Reduce -2.5% | 64,438 | $3.3M |
| Castle Rock Wealth Management, LLC | 0.88% | Reduce -0.1% | 64,431 | $3.3M |
| FAS Wealth Partners, Inc. | 0.26% | Add +1.6% | 64,111 | $3.2M |
| Main Street Financial Solutions, LLC | 0.28% | Add +234.8% | 63,942 | $3.2M |
| Sage Rhino Capital LLC | 0.74% | Reduce -14.6% | 63,370 | $3.2M |
| Greenwich Wealth Management LLC | 0.24% | Add +9.2% | 63,093 | $3.2M |
| Harbour Investment Management LLC | 1.44% | Add +97.4% | 63,008 | $3.2M |
| Alexis Investment Partners, LLC | 1.52% | New | 62,980 | $3.2M |
| TD Waterhouse Canada Inc. | 0.03% | Add +50.1% | 63,154 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.22% | Add +21.5% | 62,816 | $3.2M |
| Clear Point Advisors Inc. | 2.85% | Add +16.6% | 62,693 | $3.2M |
| BayBridge Capital Group, LLC | 2.28% | Add +56.9% | 62,609 | $3.2M |
| Quattro Financial Advisors LLC | 1.07% | Add +0.3% | 61,937 | $3.1M |
| MBA Advisors LLC | 1.54% | Add +11.4% | 61,528 | $3.1M |
| Certified Advisory Corp | 0.35% | Add +5.0% | 61,497 | $3.1M |
| Nottingham Advisors, Inc. | 0.48% | Add +12.9% | 61,473 | $3.1M |
| Regatta Capital Group, LLC | 0.60% | Add +79.6% | 61,290 | $3.1M |
| Greenbush Financial Group, LLC | 1.52% | Reduce -9.7% | 60,412 | $3.1M |
| Integral Investment Advisors, Inc. | 0.98% | Reduce -12.0% | 60,347 | $3.1M |
| Valley National Advisers Inc. | 0.55% | Reduce -0.7% | 60,140 | $3.0M |
| Midland Wealth Advisors, LLC | 0.18% | Add +11.7% | 59,583 | $3.0M |
| Promethium Advisors,llc | 1.93% | Add +20.2% | 59,516 | $3.0M |
| Brooklyn FI, LLC | 0.92% | Add +14.8% | 59,117 | $3.0M |
| Hixon Zuercher, LLC | 1.06% | Reduce -2.7% | 59,111 | $3.0M |
| Eagle Bluffs Wealth Management LLC | 1.58% | Add +6.3% | 58,890 | $3.0M |
| Colonial Trust Co / SC | 0.46% | Reduce -2.9% | 58,827 | $3.0M |
| Howard Wealth Management, LLC | 1.66% | New | 58,755 | $3.0M |
| Fortitude Family Office, LLC | 1.06% | Reduce -3.9% | 58,404 | $3.0M |
| West Michigan Advisors, LLC | 0.98% | Reduce -11.5% | 58,125 | $2.9M |
| Capital Management Corp. | 0.51% | Add +6.3% | 57,686 | $2.9M |
| Klingman & Associates, LLC | 0.18% | Add +10.9% | 57,410 | $2.9M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.8% | 57,298 | $2.9M |
| Walkner Condon Financial Advisors LLC | 0.58% | Reduce -42.3% | 56,543 | $2.9M |
| FRG Family Wealth Advisors LLC | 0.55% | Add +1.1% | 56,130 | $2.8M |
| Family Investment Center, Inc. | 0.69% | Add +455.8% | 55,994 | $2.8M |
| First Hawaiian Bank | 0.41% | Reduce -2.7% | 55,342 | $2.8M |
| Grey Ledge Advisors, LLC | 0.73% | Reduce -38.0% | 54,904 | $2.8M |
| Csenge Advisory Group | 0.16% | Add +402.4% | 55,010 | $2.8M |
| Endowment Wealth Management, Inc. | 1.78% | Add +17.6% | 54,784 | $2.8M |
| 5T Wealth, LLC | 1.58% | Add +804.1% | 54,699 | $2.8M |
| Running Point Capital Advisors, LLC | 0.86% | Reduce -5.2% | 53,409 | $2.7M |
| Brooks, Moore & Associates, Inc. | 1.52% | Add +35.9% | 53,352 | $2.7M |
| Prospera Financial Services Inc | 0.06% | Reduce -8.8% | 53,186 | $2.7M |
| Financial Perspectives, Inc | 0.92% | Add +29.6% | 53,152 | $2.7M |
| Canvas Wealth Advisors, LLC | 0.69% | Reduce -20.5% | 53,250 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -35.5% | 52,813 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.63% | Add +2.6% | 52,454 | $2.7M |
| PFG Investments, LLC | 0.17% | Add +0.2% | 52,266 | $2.6M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -4.6% | 52,261 | $2.6M |
| Novare Capital Management LLC | 0.23% | Reduce -1.8% | 52,088 | $2.6M |
| Acorn Wealth Advisors, LLC | 1.09% | Add +3.5% | 51,882 | $2.6M |
| Rialto Wealth Management, LLC | 0.81% | Reduce -5.5% | 50,972 | $2.6M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -20.9% | 50,610 | $2.6M |
| Barnes Wealth Management Group, Inc | 1.64% | Add +0.2% | 50,557 | $2.6M |
| Old Port Advisors | 0.75% | Reduce -13.9% | 50,209 | $2.5M |
| Foster & Motley Inc. | 0.16% | Reduce -2.0% | 50,156 | $2.5M |
| Atlantic Union Bankshares Corp | 0.15% | Reduce -19.5% | 49,502 | $2.5M |
| Sage Advisory Services, Ltd.Co. | 1.47% | Reduce -73.6% | 49,460 | $2.5M |
| International Assets Investment Management, LLC | 0.22% | Add +79.0% | 48,853 | $2.5M |
| AllSquare Wealth Management LLC | 1.46% | Add +9.7% | 48,700 | $2.5M |
| Sunburst Financial Group, LLC | 0.60% | Reduce -10.2% | 48,448 | $2.5M |
| Nikulski Financial, Inc. | 0.74% | Add +4.4% | 48,143 | $2.4M |
| Sheets Smith Wealth Management | 0.30% | Add +13.3% | 48,132 | $2.4M |
| Salem Investment Counselors Inc. | 0.08% | Add +1.2% | 47,925 | $2.4M |
| Delos Wealth Advisors, LLC | 1.92% | Add +0.7% | 47,799 | $2.4M |
| First Foundation Advisors | 0.10% | Reduce -1.4% | 47,381 | $2.4M |
| Independent Solutions Wealth Management, LLC | 0.54% | Add +8.9% | 47,185 | $2.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.45% | Reduce -6.3% | 47,150 | $2.4M |
| CFO4Life Group, LLC | 0.40% | Reduce -8.8% | 46,823 | $2.4M |
| Hartford Financial Management Inc. | 0.49% | Add +9.7% | 46,716 | $2.4M |
| Wealthedge Investment Advisors, LLC | 1.07% | Reduce -0.7% | 46,648 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.82% | Reduce -6.7% | 46,526 | $2.4M |
| Nepsis Inc. | 0.58% | Add +17.3% | 46,476 | $2.4M |
| Virtue Capital Management, LLC | 0.27% | Add +194.8% | 45,764 | $2.3M |
| Holderness Investments Co. | 0.54% | Add +16.2% | 45,591 | $2.3M |
| Galvin, Gaustad & Stein, LLC | 0.21% | Reduce -12.6% | 45,493 | $2.3M |
| Future Financial Wealth Managment LLC | 1.69% | Add +8.4% | 45,418 | $2.3M |
| Adamsbrown Wealth Consultants LLC | 0.72% | Add +104.3% | 45,393 | $2.3M |
| Cambridge Advisors Inc. | 0.50% | Add +3.2% | 45,241 | $2.3M |
| Arkadios Wealth Advisors | 0.09% | Add +31.1% | 45,192 | $2.3M |
| D L Carlson Investment Group Inc. | 0.43% | Add +26.8% | 44,615 | $2.3M |
| Golden State Wealth Management, LLC | 0.33% | Add +13.4% | 44,377 | $2.2M |
| M Holdings Securities, Inc. | 0.37% | Add +14.5% | 43,754 | $2.2M |
| Saxony Capital Management, LLC | 1.93% | Reduce -3.3% | 43,463 | $2.2M |
| Guardian Wealth Advisors, LLC | 1.41% | Add +5.1% | 43,352 | $2.2M |
| Sage Financial Group Inc. | 0.18% | Add +5.6% | 43,322 | $2.2M |
| Stone Summit Wealth LLC | 0.74% | Add +32.9% | 43,236 | $2.2M |
| Bank of Hawaii | 0.13% | Reduce -17.8% | 43,100 | $2.2M |
| Castleview Partners, LLC | 1.47% | Reduce -11.3% | 42,970 | $2.2M |
| Fermata Advisors, LLC | 0.39% | Add +10.7% | 42,964 | $2.2M |
| Midwest Financial Network, LLC | 2.16% | Add +15.5% | 42,766 | $2.2M |
| Ellsworth Advisors, LLC | 0.56% | Reduce -14.7% | 42,529 | $2.2M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -12.4% | 42,498 | $2.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +36.4% | 42,383 | $2.1M |
| Wealthgarden F.S. LLC | 2.05% | Add +9.2% | 42,142 | $2.1M |
| Integrated Advisors Network LLC | 0.11% | Add +22.5% | 42,067 | $2.1M |
| Legacy Financial Advisors, Inc. | 0.35% | Add +24.6% | 41,095 | $2.1M |
| Perennial Investment Advisors, LLC | 0.23% | Reduce -2.1% | 40,924 | $2.1M |
| Quantinno Capital Management LP | 0.01% | New | 40,317 | $2.0M |
| Nvwm, LLC | 0.54% | Reduce -2.1% | 40,142 | $2.0M |
| Financial Advocates Investment Management | 0.14% | Add +3.2% | 40,091 | $2.0M |
| Wealthfront Advisers LLC | 0.01% | Add +52.1% | 40,078 | $2.0M |
| Cozad Asset Management Inc. | 0.20% | Add +3.8% | 40,066 | $2.0M |
| Sagace Wealth Management LLC | 1.52% | No change | 39,596 | $2.0M |
| Global View Capital Management LLC | 0.72% | New | 39,239 | $2.0M |
| Western Wealth Management, LLC | 0.13% | Add +2.8% | 39,200 | $2.0M |
| Next Capital Management LLC | 0.95% | Reduce -10.5% | 39,151 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.72% | Reduce -1.4% | 38,742 | $2.0M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -56.5% | 38,489 | $1.9M |
| JNBA Financial Advisors | 0.20% | Reduce -11.3% | 38,111 | $1.9M |
| Rise Advisors, LLC | 0.85% | Add +19.9% | 38,041 | $1.9M |
| Mma Asset Management LLC | 0.81% | Add +4.9% | 37,987 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -2.4% | 37,811 | $1.9M |
| Lifeworks Advisors, LLC | 0.32% | New | 37,626 | $1.9M |
| Roble, Belko & Company, Inc | 0.30% | No change | 37,524 | $1.9M |
| GatePass Capital, LLC | 1.44% | Reduce -4.2% | 37,462 | $1.9M |
| Sovereign Financial Group, Inc. | 0.44% | Add +30.7% | 37,441 | $1.9M |
| CX Institutional | 0.07% | New | 37,119 | $1.9M |
| GFG Capital, LLC | 0.58% | Reduce -39.9% | 37,062 | $1.9M |
| Blue Chip Partners, LLC | 0.16% | Add +55.2% | 36,828 | $1.9M |
| First National Trust Co | 0.07% | Reduce -19.5% | 36,763 | $1.9M |
| Inspire Advisors, LLC | 0.21% | Add +352.2% | 36,345 | $1.8M |
| Horizon Financial Services, LLC | 1.02% | Reduce -5.3% | 36,189 | $1.8M |
| OneAscent Wealth Management LLC | 0.79% | Add +16.5% | 36,076 | $1.8M |
| StoneCrest Wealth Management, Inc. | 1.15% | Reduce -0.5% | 35,892 | $1.8M |
| Oxbow Advisors, LLC | 0.20% | Add +12.8% | 35,718 | $1.8M |
| Moneco Advisors, LLC | 0.19% | Reduce -11.1% | 35,490 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Reduce -22.9% | 35,385 | $1.8M |
| Financial Network Wealth Advisors LLC | 2.34% | Add +67.6% | 35,220 | $1.8M |
| Vista Cima Wealth Management LLC | 1.91% | Add +9.9% | 34,970 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -19.6% | 34,912 | $1.8M |
| Red Mountain Financial, LLC | 2.12% | Reduce -2.2% | 34,320 | $1.7M |
| Fca Corp. | 0.55% | Reduce -2.7% | 34,117 | $1.7M |
| Auxano Advisors, LLC | 0.45% | Reduce -1.4% | 33,615 | $1.7M |
| Aries Wealth Management | 0.45% | Add +7.3% | 32,750 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +28.3% | 32,645 | $1.7M |
| Mascagni Wealth Management, Inc. | 1.64% | No change | 32,566 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -21.6% | 32,384 | $1.6M |
| Maple Capital Management, Inc. | 0.13% | Add +23.0% | 32,059 | $1.6M |
| Essex Bank | 0.39% | Add +11.4% | 31,696 | $1.6M |
| Balefire, LLC | 0.55% | Add +1339.7% | 31,514 | $1.6M |
| Americana Partners, LLC | 0.06% | Add +0.4% | 31,445 | $1.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.67% | Add +44.0% | 31,312 | $1.6M |
| Entruity Wealth, LLC | 1.49% | Add +62.4% | 31,231 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 31,200 | $1.6M |
| Cary Street Partners Financial LLC | 0.05% | Add +53.6% | 31,066 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 31,035 | $1.6M |
| Pinion Investment Advisors, LLC | 0.35% | Add +92.7% | 30,928 | $1.6M |
| BLB&B Advisors, LLC | 0.08% | Add +8.9% | 30,803 | $1.6M |
| Able Wealth Management LLC | 0.92% | Reduce -8.3% | 30,776 | $1.6M |
| Greenberg Financial Group | 0.65% | — | 30,631 | $1.6M |
| Freedom Financial Partners LLC | 0.72% | Add +6.4% | 30,336 | $1.5M |
| Fullcircle Wealth LLC | 0.63% | Add +584.1% | 30,232 | $1.5M |
| Dean, Jacobson Financial Services, LLC | 1.18% | New | 30,196 | $1.5M |
| Tarbox Family Office, Inc. | 0.25% | Reduce -1.7% | 30,102 | $1.5M |
| Ascentis Independent Advisors | 0.30% | Add +14.5% | 30,028 | $1.5M |
| Continuum Advisory, LLC | 0.19% | Add +3.0% | 29,790 | $1.5M |
| Guidance Capital, Inc. | 0.46% | Reduce -6.5% | 29,766 | $1.5M |
| Family Manage LLC | 0.25% | No change | 29,570 | $1.5M |
| Bell Bank | 0.08% | Reduce -30.0% | 29,394 | $1.5M |
| Wallace Advisory Group, LLC | 1.03% | Reduce -2.0% | 29,514 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.4% | 29,107 | $1.5M |
| Fortress Wealth Management, Inc. | 0.76% | Reduce -8.7% | 29,000 | $1.5M |
| Money Concepts Capital Corp. | 0.11% | Reduce -12.1% | 28,927 | $1.5M |
| Private Trust Co. NA | 0.15% | Add +16.2% | 28,908 | $1.5M |
| Boyum Wealth Architects LLC | 1.42% | — | 28,883 | $1.5M |
| Childress Capital Advisors, LLC | 0.42% | Reduce -69.7% | 28,685 | $1.5M |
| Blue Trust, Inc. | 0.02% | Reduce -0.1% | 28,464 | $1.4M |
| Diversify Advisory Services, LLC | 0.09% | Add +20.0% | 28,323 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.25% | Add +7.2% | 28,175 | $1.4M |
| FourThought Financial Partners, LLC | 0.15% | Reduce -28.4% | 28,144 | $1.4M |
| PDS Planning, Inc | 0.12% | Reduce -12.5% | 28,105 | $1.4M |
| MSH Capital Advisors LLC | 0.44% | Add +7.3% | 27,937 | $1.4M |
| Thompson Davis & Co., Inc. | 1.11% | Add +7.4% | 27,913 | $1.4M |
| McBroom & Associates, LLC | 0.80% | Add +15.1% | 27,765 | $1.4M |
| NFSG Corp | 0.34% | Add +432.7% | 27,705 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.39% | Add +0.0% | 27,627 | $1.4M |
| Smartleaf Asset Management LLC | 0.13% | Add +53.4% | 27,489 | $1.4M |
| Yarger Wealth Strategies, LLC | 0.80% | Reduce -0.6% | 27,045 | $1.4M |
| Brady Family Wealth, LLC | 0.43% | Add +2.3% | 26,487 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +222.7% | 26,448 | $1.3M |
| Medallion Wealth Advisors, LLC | 0.60% | Add +44.2% | 26,313 | $1.3M |
| Ballentine Capital Advisors, Inc | 0.67% | Add +60.3% | 26,168 | $1.3M |
| Parsons Capital Management Inc. | 0.07% | Add +8.3% | 26,004 | $1.3M |
| GWN Securities Inc. | 0.07% | New | 25,840 | $1.3M |
| Mullaney, Keating & Wright, Inc. | 0.88% | Add +33.8% | 25,718 | $1.3M |
| Martin Worley Group | 0.73% | Add +33.1% | 25,210 | $1.3M |
| Market Street Wealth Management Advisors LLC | 0.21% | Add +123.8% | 24,973 | $1.3M |
| LifeWealth Investments, LLC | 0.61% | Add +4.3% | 24,963 | $1.3M |
| Edge Financial Advisors LLC | 0.80% | New | 24,938 | $1.3M |
| ACT Advisors, LLC. | 0.68% | Reduce -86.0% | 24,792 | $1.3M |
| Vista Investment Management | 0.49% | Add +15.2% | 24,749 | $1.3M |
| Shore Point Advisors, LLC | 0.65% | Reduce -2.6% | 24,389 | $1.2M |
| Authentikos Wealth Advisory, LLC | 0.96% | Add +173.2% | 24,384 | $1.2M |
| NewSquare Capital LLC | 0.10% | Add +158.2% | 24,220 | $1.2M |
| TPG Financial Advisors, LLC | 0.54% | Reduce -5.8% | 23,966 | $1.2M |
| WealthTrak Capital Management LLC | 1.04% | Add +5.5% | 23,934 | $1.2M |
| Latitude Advisors, LLC | 0.70% | Reduce -21.6% | 23,704 | $1.2M |
| PCG Asset Management, LLC | 1.12% | Add +57.8% | 23,700 | $1.2M |
| Petix & Botte Co | 0.31% | Reduce -16.8% | 23,513 | $1.2M |
| Laraway Financial Advisors Inc | 0.94% | Add +17.8% | 23,277 | $1.2M |
| Baker Tilly Wealth Management, LLC | 0.46% | Add +3.5% | 23,074 | $1.2M |
| TriaGen Wealth Management LLC | 0.41% | Reduce -6.5% | 22,984 | $1.2M |
| IMS Capital Management | 0.58% | Reduce -11.5% | 22,874 | $1.2M |
| First Heartland Consultants, Inc. | 0.12% | Add +24.0% | 22,621 | $1.1M |
| Narus Financial Partners, LLC | 0.39% | Reduce -17.5% | 22,570 | $1.1M |
| Mosaic Financial Group, LLC | 0.92% | No change | 22,422 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.27% | Add +7.1% | 21,955 | $1.1M |
| Nelson Capital Management, LLC | 0.19% | Reduce -1.7% | 21,945 | $1.1M |
| Confluence Wealth Services, Inc. | 0.07% | Add +15.2% | 21,972 | $1.1M |
| Rossby Financial, LCC | 0.48% | New | 21,744 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +6.6% | 21,535 | $1.1M |
| Hicks Capital Management LLC | 1.44% | — | 21,460 | $1.1M |
| Seamount Financial Group Inc. | 0.73% | Reduce -1.8% | 21,251 | $1.1M |
| Asset Allocation Strategies LLC | 0.27% | Add +7.7% | 21,249 | $1.1M |
| Fragasso Financial Advisors Inc | 0.08% | Add +7.3% | 21,162 | $1.1M |
| Blueprint Financial Advisors LLC | 0.57% | — | 20,659 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +8.2% | 20,573 | $1.0M |
| Smart Portfolios, LLC | 1.13% | Reduce -13.9% | 20,533 | $1.0M |
| Channel Wealth LLC | 0.32% | New | 20,453 | $1.0M |
| Continuum Wealth Advisors, LLC | 0.53% | Reduce -4.4% | 20,368 | $1.0M |
| Birch Capital Management, LLC | 0.54% | Reduce -1.9% | 20,367 | $1.0M |
| Intelligence Driven Advisers, LLC | 0.20% | Add +7.6% | 20,258 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Add +84.2% | 19,834 | $1.0M |
| Deseret Mutual Benefit Administrators | 0.50% | Reduce -83.6% | 19,795 | $1.0M |
| Moloney Securities Asset Management, LLC | 0.14% | Add +34.8% | 19,769 | $1.0M |
| Apella Capital, LLC | 0.03% | Add +1.5% | 19,521 | $983K |
| Mission Wealth Management, LP | 0.02% | Reduce -25.4% | 19,274 | $976K |
| International Private Wealth Advisors LLC | 0.93% | Add +2.9% | 19,234 | $974K |
| Whipplewood Advisors, LLC | 0.58% | Add +477.0% | 57,718 | $974K |
| Smith Anglin Financial, LLC | 0.10% | Add +272.4% | 19,144 | $969K |
| CAP Partners, LLC | 0.69% | Reduce -5.5% | 18,879 | $956K |
| LVZ, Inc. | 0.12% | Add +0.3% | 18,728 | $948K |
| Compound Planning, Inc. | 0.04% | Add +155.7% | 18,575 | $940K |
| Regal Investment Advisors LLC | 0.08% | Add +20.2% | 18,491 | $936K |
| Summit Place Financial Advisors, LLC | 0.52% | Add +93.6% | 18,319 | $927K |
| CGN Advisors LLC | 0.09% | Reduce -15.5% | 18,313 | $927K |
| Flagstar Securities, Inc. | 0.23% | Add +38.4% | 18,136 | $918K |
| Blueprint Investment Partners LLC | 0.17% | Reduce -33.4% | 18,103 | $917K |
| Pinnacle Associates Ltd. | 0.01% | Add +66.6% | 17,815 | $902K |
| Lake Street Private Wealth, LLC | 0.15% | Add +20.6% | 17,813 | $902K |
| Graypoint LLC | 0.06% | Reduce -19.2% | 17,705 | $896K |
| Family Capital Trust Co | 0.32% | No change | 17,691 | $896K |
| US Bancorp \de | 0.00% | Reduce -2.6% | 17,627 | $892K |
| Patten & Patten Inc. | 0.06% | Add +10.7% | 17,597 | $891K |
| Brookstone Capital Management | 0.01% | Reduce -34.4% | 17,534 | $888K |
| Northwest Capital Management Inc | 0.36% | No change | 17,532 | $888K |
| Waldron Private Wealth LLC | 0.04% | No change | 17,479 | $885K |
| Key Client Fiduciary Advisors, LLC | 0.41% | Add +5.7% | 17,471 | $885K |
| Heritage Wealth Partners, LLC | 1.34% | Reduce -3.1% | 17,306 | $876K |
| SBI Securities Co., Ltd. | 0.03% | Add +27.1% | 17,106 | $866K |
| Sunpointe, LLC | 0.46% | Add +28.3% | 17,000 | $861K |
| Bleakley Financial Group, LLC | 0.03% | Reduce -5.4% | 16,999 | $861K |
| Joel Isaacson & Co., LLC | 0.04% | Reduce -0.2% | 16,957 | $859K |
| Live Oak Investment Partners | 0.67% | New | 16,892 | $855K |
| AIFG Consultants Ltd. | 1.41% | Add +96.8% | 16,888 | $855K |
| Global Strategic Investment Solutions, LLC | 0.10% | Reduce -7.4% | 16,773 | $849K |
| Keel Point, LLC | 0.07% | Reduce -44.9% | 16,763 | $849K |
| Firestone Capital Management | 0.22% | Reduce -2.2% | 16,716 | $846K |
| Bokf, NA | 0.01% | New | 16,625 | $842K |
| Pathstone Holdings, LLC | 0.00% | New | 16,623 | $842K |
| Delta Investment Management, LLC | 0.17% | Reduce -71.6% | 16,558 | $838K |
| Lunt Capital Management, Inc. | 0.30% | Reduce -2.6% | 16,549 | $838K |
| Aspen Wealth Strategies, LLC | 0.55% | Reduce -32.2% | 16,467 | $834K |
| Affiance Financial, LLC | 0.19% | Reduce -8.6% | 16,426 | $832K |
| Caliber Wealth Management, LLC / KS | 0.11% | — | 16,392 | $830K |
| Parallel Advisors, LLC | 0.02% | Reduce -7.1% | 16,367 | $829K |
| Hutchens & Kramer Investment Management Group, LLC | 0.46% | New | 16,356 | $828K |
| Secured Retirement Advisors, LLC | 0.53% | Reduce -79.0% | 16,338 | $827K |
| Prairie Wealth Advisors, Inc. | 0.40% | Reduce -8.3% | 16,144 | $817K |
| Core Wealth Advisors, Inc. | 0.26% | Add +2.8% | 16,139 | $817K |
| Eagle Rock Investment Company, LLC | 0.14% | Reduce -1.2% | 15,983 | $809K |
| JDM Financial Group LLC | 0.41% | Reduce -21.7% | 15,928 | $806K |
| Byrne Financial Freedom, LLC | 0.46% | Add +0.9% | 15,895 | $805K |
| Horan Capital Advisors, LLC. | 0.27% | Add +0.1% | 15,859 | $803K |
| Strategies Wealth Advisors, LLC | 0.10% | Reduce -53.6% | 15,778 | $799K |
| Brueske Advisory Services, LLC | 0.75% | Add +0.7% | 15,678 | $794K |
| Prevail Innovative Wealth Advisors, LLC | 0.21% | Add +56.1% | 15,609 | $790K |
| Lifestyle Asset Management, Inc. | 0.43% | Add +15.4% | 15,560 | $788K |
| Roman Butler Fullerton & Co. | 0.31% | Add +3.3% | 15,553 | $785K |
| RFG Advisory, LLC | 0.02% | New | 15,414 | $780K |
| OneAscent Financial Services LLC | 0.05% | Add +6.1% | 15,340 | $777K |
| Orion Capital Management LLC | 0.33% | Add +90.7% | 15,322 | $776K |
| Fiduciary Alliance LLC | 0.08% | Add +2.7% | 15,306 | $775K |
| World Equity Group, Inc. | 0.22% | Reduce -24.5% | 14,991 | $759K |
| Princeton Global Asset Management LLC | 0.15% | Reduce -2.6% | 14,874 | $753K |
| Beaumont Financial Advisors, LLC | 0.06% | Reduce -30.7% | 14,812 | $750K |
| Stratos Investment Management, LLC | 0.04% | Add +17.4% | 14,806 | $750K |
| Marino, Stram & Associates LLC | 0.17% | Reduce -16.0% | 14,718 | $745K |
| Realta Investment Advisors | 0.34% | Reduce -0.9% | 14,655 | $742K |
| Safeguard Investment Advisory Group, LLC | 0.20% | New | 14,567 | $738K |
| Fulcrum Equity Management | 0.80% | New | 14,456 | $732K |
| Lionsbridge Wealth Management LLC | 0.65% | Add +50.7% | 14,371 | $728K |
| Condor Capital Management | 0.07% | Add +1.3% | 14,252 | $722K |
| Detalus Advisors, LLC | 0.23% | No change | 14,220 | $720K |
| Acima Private Wealth, LLC | 0.26% | Add +8.6% | 14,216 | $720K |
| Argent Trust Co | 0.03% | Reduce -3.5% | 14,156 | $717K |
| Catalyst Private Wealth, LLC | 0.35% | No change | 14,087 | $713K |
| National Wealth Management Group, LLC | 0.47% | Add +45.0% | 14,051 | $711K |
| StoneX Group Inc. | 0.04% | Reduce -24.0% | 13,898 | $704K |
| Morningstar Investment Services LLC | 0.13% | Reduce -12.6% | 13,843 | $701K |
| Spectrum Wealth Counsel, LLC | 0.08% | Reduce -24.4% | 13,696 | $693K |
| Lord & Richards Wealth Management, LLC | 0.79% | Add +43.8% | 13,691 | $693K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +50.6% | 13,543 | $686K |
| SPC Financial, Inc. | 0.06% | Add +37.6% | 13,364 | $677K |
| Coordinated Financial Services, Inc. | 0.52% | — | 13,300 | $673K |
| National Bank of Canada | 0.00% | Add +7.1% | 13,239 | $670K |
| Investment Partners Asset Management, Inc. | 0.51% | Add +0.8% | 12,853 | $651K |
| First Citizens Bank & Trust Co. | 0.02% | New | 12,836 | $650K |
| Access Financial Services, Inc. | 0.26% | Add +0.7% | 12,632 | $640K |
| CWA Asset Management Group, LLC | 0.03% | New | 12,604 | $638K |
| Sterling Investment Advisors, Ltd. | 0.15% | Add +1.6% | 12,444 | $630K |
| Retireful, LLC | 0.59% | Reduce -42.2% | 12,361 | $626K |
| Resurgent Financial Advisors LLC | 0.37% | Reduce -0.4% | 12,114 | $613K |
| Chapin Davis, Inc. | 0.21% | New | 12,095 | $612K |
| Oxinas Partners, LLC | 0.36% | Reduce -3.2% | 12,094 | $612K |
| AGH Wealth Advisors, LLC | 0.59% | No change | 12,000 | $608K |
| Pallas Capital Advisors LLC | 0.03% | No change | 11,997 | $607K |
| Capital Planning Advisors, LLC | 0.09% | No change | 11,994 | $607K |
| Verus Capital Partners, LLC | 0.06% | Add +41.4% | 11,938 | $604K |
| Cottage Street Advisors LLC | 0.30% | New | 11,850 | $600K |
| Lighthouse Wealth Management Inc. | 0.55% | Add +2.4% | 11,833 | $599K |
| VestGen Advisors, LLC | 0.03% | — | 11,769 | $596K |
| Redwood Financial Network Corp | 0.45% | Add +0.6% | 11,701 | $592K |
| Swmg, LLC | 0.23% | Reduce -68.8% | 11,624 | $588K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -3.4% | 11,556 | $585K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +22.0% | 11,511 | $583K |
| Tobias Financial Advisors, Inc. | 0.11% | Reduce -0.3% | 11,290 | $572K |
| Prossimo Advisors, LLC | 0.43% | No change | 11,248 | $569K |
| WealthShield Partners, LLC | 0.07% | Reduce -3.5% | 11,223 | $568K |
| Total Clarity Wealth Management, Inc. | 0.18% | No change | 11,189 | $564K |
| LaSalle St. Investment Advisors, LLC | 0.13% | Reduce -22.4% | 11,114 | $562K |
| Consultiva Wealth Management, Corp. | 1.93% | New | 11,080 | $561K |
| Everstar Asset Management, LLC | 0.37% | New | 11,074 | $561K |
| Foster Victor Wealth Advisors, LLC | 0.04% | New | 11,068 | $558K |
| Evanson Asset Management, LLC | 0.04% | Add +9.5% | 10,951 | $554K |
| Pathway Financial Advisors LLC | 0.10% | Reduce -77.0% | 10,808 | $547K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -4.3% | 10,793 | $546K |
| Dudley Capital Management, LLC | 0.29% | Add +7.0% | 10,714 | $542K |
| Legacy Capital Wealth Partners, LLC | 0.13% | Add +1.8% | 10,672 | $540K |
| Balboa Wealth Partners | 0.13% | Reduce -6.5% | 10,633 | $538K |
| Montecito Bank & Trust | 0.10% | Reduce -1.1% | 10,632 | $538K |
| Ashton Thomas Securities, LLC | 0.15% | Add +0.6% | 10,608 | $537K |
| Atwood & Palmer Inc. | 0.04% | Reduce -1.4% | 10,475 | $530K |
| Centerpoint Advisory Group | 0.52% | Add +0.8% | 10,388 | $526K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +87.8% | 10,376 | $525K |
| Jacobi Capital Management LLC | 0.04% | Reduce -24.1% | 10,313 | $522K |
| Alhambra Investment Management LLC | 0.27% | Reduce -14.2% | 10,262 | $520K |
| MPWM Advisory Solutions, LLC | 0.38% | Add +0.3% | 10,249 | $519K |
| Generation Capital Management LLC | 0.46% | No change | 10,000 | $506K |
| Comprehensive Money Management Services LLC | 0.41% | No change | 10,000 | $506K |
| Cadence Bank | 0.04% | Add +17.7% | 9,993 | $506K |
| Transform Wealth, LLC | 0.03% | Reduce -12.0% | 9,968 | $505K |
| Strategic Blueprint, LLC | 0.03% | Add +57.1% | 9,916 | $502K |
| Centurion Wealth Management LLC | 0.16% | No change | 9,960 | $502K |
| Agate Pass Investment Management, LLC | 0.21% | Add +47.9% | 9,810 | $497K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +8136.1% | 9,801 | $496K |
| Symphony Financial, Ltd. Co. | 0.29% | Reduce -94.2% | 9,820 | $496K |
| Guerra Pan Advisors, LLC | 0.39% | No change | 9,776 | $495K |
| Atticus Wealth Management, LLC | 0.16% | Add +0.1% | 9,776 | $495K |
| Wellment Financial | 0.65% | Reduce -0.6% | 9,750 | $494K |
| Diversified Portfolios, Inc. | 0.05% | Add +23.7% | 9,736 | $493K |
| Emerald Advisors, LLC | 0.07% | Add +0.2% | 9,713 | $492K |
| Baker Ellis Asset Management LLC | 0.07% | Reduce -3.0% | 9,712 | $492K |
| Cannon Wealth Management Services, LLC | 0.44% | Add +1.5% | 9,695 | $489K |
| Brown Miller Wealth Management, LLC | 0.17% | Reduce -9.3% | 9,614 | $487K |
| Kathleen S. Wright Associates Inc. | 0.20% | Reduce -3.2% | 9,591 | $486K |
| Five Oceans Advisors | 0.23% | Add +128.6% | 9,519 | $482K |
| Simplicity Wealth,LLC | 0.04% | New | 9,505 | $481K |
| Crux Wealth Advisors | 0.25% | New | 9,430 | $477K |
| Journey Strategic Wealth LLC | 0.02% | Add +1.2% | 9,407 | $476K |
| Masso Torrence Wealth Management Inc. | 0.25% | No change | 9,318 | $472K |
| Rollins Financial Advisors, LLC | 0.08% | No change | 9,281 | $470K |
| Colonial River Investments, LLC | 0.26% | New | 9,273 | $469K |
| Glenview Trust Co | 0.01% | Add +43.4% | 9,238 | $468K |
| Cordgrass Capital Advisors, LLC | 0.13% | Reduce -33.5% | 9,231 | $467K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -8.0% | 9,171 | $464K |
| Life Line Wealth Management LLC | 0.17% | Add +1.2% | 9,037 | $458K |
| Rovin Capital /Ut/ | 0.15% | Reduce -4.8% | 8,988 | $455K |
| PMV Capital Advisers, LLC | 1.10% | Reduce -64.3% | 8,917 | $451K |
| Mittelman Wealth Management | 0.41% | Reduce -17.2% | 8,914 | $451K |
| OneAscent Family Office, LLC | 0.42% | New | 8,886 | $450K |
| WealthCare Investment Partners, LLC | 0.19% | Reduce -0.3% | 8,893 | $449K |
| Ethos Financial Group, LLC | 0.04% | No change | 8,872 | $449K |
| Kovack Advisors, Inc. | 0.05% | Add +110.7% | 8,840 | $448K |
| Regions Financial Corp. | 0.00% | Reduce -6.5% | 8,746 | $443K |
| Schechter Investment Advisors, LLC | 0.04% | New | 8,734 | $442K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -26.3% | 8,711 | $441K |
| Waterloo Capital, L.P. | 0.04% | Reduce -1.9% | 8,691 | $440K |
| HHM Wealth Advisors, LLC | 0.06% | Add +73.5% | 8,686 | $440K |
| Northstar Financial Companies, Inc. | 0.48% | Reduce -8.0% | 8,657 | $438K |
| Hurley Capital, LLC | 0.33% | Add +61.7% | 8,584 | $435K |
| Lee Financial Co | 0.07% | Reduce -34.2% | 8,559 | $433K |
| Smith, Moore & Co. | 0.04% | Reduce -4.3% | 8,469 | $429K |
| Signal Advisors Wealth, LLC | 0.04% | Add +86.3% | 8,469 | $429K |
| Cahill Financial Advisors Inc. | 0.06% | Add +63.6% | 8,446 | $428K |
| Investment Planning Advisors, Inc. | 0.17% | Add +4.0% | 8,356 | $423K |
| PNC Financial Services Group, Inc. | 0.00% | Add +624.0% | 8,319 | $421K |
| Unique Wealth, LLC | 0.08% | Reduce -56.5% | 8,266 | $419K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.3% | 8,048 | $407K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 8,045 | $407K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +34.7% | 7,939 | $402K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +710.3% | 7,933 | $402K |
| Mendel Money Management | 0.19% | No change | 7,860 | $398K |
| Andrew Hill Investment Advisors, Inc. | 0.38% | Reduce -1.0% | 7,826 | $396K |
| 49 Wealth Management, LLC | 0.05% | Reduce -2.6% | 7,791 | $394K |
| GEM Asset Management, LLC | 0.22% | Add +1.1% | 7,738 | $390K |
| Kintra Wealth, LLC | 0.26% | Add +24.9% | 7,700 | $390K |
| Victory Financial Group, LLC | 0.07% | New | 7,620 | $386K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -20.1% | 7,604 | $385K |
| Cibc World Market Inc. | 0.00% | No change | 7,601 | $385K |
| Redmont Wealth Advisors LLC | 0.75% | Add +44.8% | 7,587 | $384K |
| Belpointe Asset Management LLC | 0.02% | Reduce -41.9% | 7,407 | $375K |
| 2UniFi Bank | 0.24% | No change | 7,331 | $371K |
| Calton & Associates, Inc. | 0.08% | New | 7,293 | $369K |
| Dunhill Financial, LLC | 0.17% | New | 7,283 | $369K |
| Moors & Cabot, Inc. | 0.02% | Reduce -23.2% | 7,198 | $364K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -55.2% | 7,173 | $363K |
| Faithward Advisors, LLC | 0.06% | Add +31.8% | 7,163 | $363K |
| Ellis Investment Partners, LLC | 0.07% | New | 7,126 | $361K |
| Gemmer Asset Management LLC | 0.04% | Add +17.5% | 7,049 | $357K |
| Key Financial Inc | 0.08% | No change | 6,940 | $351K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +446.2% | 6,904 | $350K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 6,896 | $349K |
| Aull & Monroe Investment Management Corp | 0.17% | Reduce -2.8% | 6,884 | $349K |
| Winthrop Capital Management, LLC | 0.09% | New | 6,765 | $343K |
| Stonehearth Capital Management, LLC | 0.14% | Reduce -5.4% | 6,744 | $341K |
| Albion Financial Group | 0.02% | Reduce -18.2% | 6,670 | $338K |
| Security Financial Services, INC. | 0.07% | Reduce -17.4% | 6,656 | $337K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | New | 6,565 | $332K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +0.7% | 6,547 | $331K |
| Twelve Points Wealth Management LLC | 0.09% | No change | 6,546 | $331K |
| Turn8 Private Wealth Inc. | 0.26% | New | 6,518 | $330K |
| Idaho Trust Co | 0.13% | New | 6,484 | $328K |
| Ironvine Capital Partners, LLC | 0.04% | No change | 6,441 | $326K |
| Modera Wealth Management, LLC | 0.00% | Reduce -25.2% | 6,406 | $324K |
| Larson Financial Group LLC | 0.02% | Add +37.6% | 6,347 | $321K |
| Lion Street Advisors, LLC | 0.10% | New | 6,333 | $321K |
| BostonPremier Wealth LLC | 0.20% | Add +16.6% | 6,256 | $317K |
| Private Wealth Partners, LLC | 0.03% | New | 6,250 | $316K |
| EPG Wealth Management LLC | 0.09% | Reduce -11.2% | 6,209 | $314K |
| Integrated Investment Consultants, LLC | 0.06% | New | 6,140 | $311K |
| InTrack Investment Management Inc | 0.28% | Reduce -5.8% | 6,054 | $307K |
| Haverford Trust Co | 0.00% | No change | 6,050 | $306K |
| Benchmark Financial Wealth Advisors, LLC | 0.12% | Add +1.1% | 6,049 | $306K |
| One Degree Advisors Inc | 0.13% | Reduce -0.4% | 6,050 | $306K |
| Curi Capital, LLC | 0.01% | Add +17.3% | 6,028 | $305K |
| Mayflower Financial Advisors, LLC | 0.05% | No change | 5,952 | $301K |
| Integrity Wealth Advisors, Inc. | 0.22% | Reduce -8.5% | 5,928 | $300K |
| Gentry Private Wealth, LLC | 0.25% | Reduce -3.8% | 5,920 | $300K |
| McIlrath & Eck, LLC | 0.04% | Add +1.0% | 5,915 | $299K |
| Hickory Asset Management, Inc. | 0.26% | Reduce -13.8% | 5,885 | $298K |
| Brown Advisory Inc. | 0.00% | Reduce -35.9% | 5,682 | $288K |
| KWB Wealth | 0.03% | Reduce -14.5% | 5,648 | $284K |
| Slagle Financial, LLC | 0.13% | Reduce -17.7% | 5,597 | $283K |
| Empirical Asset Management, LLC | 0.10% | No change | 5,591 | $283K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -27.3% | 5,551 | $281K |
| Client First Investment Management LLC | 0.19% | Reduce -4.8% | 5,513 | $279K |
| Crumly & Associates Inc. | 0.08% | New | 5,503 | $279K |
| Master's Wealth Management Inc. | 0.15% | New | 5,490 | $278K |
| Morey & Quinn Wealth Partners, LLC | 0.23% | No change | 5,486 | $278K |
| Inscription Capital, LLC | 0.05% | — | 5,454 | $275K |
| Proffitt & Goodson Inc. | 0.04% | Add +98.9% | 5,387 | $273K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 5,350 | $271K |
| NCM Capital Management, LLC | 0.12% | Add +17.6% | 5,348 | $271K |
| Second Line Capital, LLC | 0.07% | Add +18.1% | 5,326 | $270K |
| Cherry Creek Investment Advisors, Inc. | 0.14% | Reduce -3.7% | 5,306 | $269K |
| Dividend Assets Capital, LLC | 0.05% | New | 5,298 | $268K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -24.7% | 5,292 | $268K |
| Koshinski Asset Management, Inc. | 0.02% | Add +27.4% | 5,284 | $268K |
| Revisor Wealth Management LLC | 0.12% | New | 5,206 | $264K |
| CWC Advisors, LLC. | 0.15% | New | 5,205 | $264K |
| American Money Management, LLC | 0.05% | Reduce -48.9% | 5,166 | $262K |
| Etesian Wealth Advisors, Inc. | 0.11% | Reduce -9.9% | 5,083 | $257K |
| Integrated Capital Management, LLC | 0.14% | Reduce -3.5% | 5,056 | $256K |
| K2 Financial Inc. | 0.25% | Add +4.0% | 5,063 | $256K |
| Alpha Financial Partners LLC | 0.20% | New | 5,041 | $255K |
| Morris Financial Concepts, Inc. | 0.11% | Add +2.4% | 5,011 | $254K |
| BlackDiamond Wealth Management, LLC | 0.17% | Reduce -42.5% | 5,001 | $252K |
| Richards, Merrill & Peterson, Inc. | 0.13% | No change | 4,980 | $252K |
| Berger Financial Group, Inc | 0.02% | Reduce -9.5% | 4,965 | $251K |
| PFS Partners, LLC | 0.13% | No change | 4,961 | $251K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -46.5% | 4,939 | $250K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -40.7% | 4,938 | $250K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -53.2% | 4,937 | $250K |
| Pinnacle Bancorp, Inc. | 0.08% | Reduce -10.4% | 4,925 | $249K |
| Keybank National Association | 0.00% | New | 4,900 | $248K |
| Capital Analysts, LLC | 0.01% | Add +137.7% | 4,884 | $248K |
| Westmount Partners, LLC | 0.07% | New | 4,836 | $245K |
| Forbes J M & Co. LLP | 0.02% | Reduce -0.2% | 4,831 | $245K |
| Terril Brothers, Inc. | 0.09% | No change | 4,800 | $243K |
| Angeles Wealth Management, LLC | 0.02% | Add +19.4% | 4,776 | $242K |
| Trust Co | 0.03% | New | 4,757 | $241K |
| New Republic Capital, LLC | 0.10% | No change | 4,731 | $240K |
| Vertex Planning Partners, LLC | 0.05% | No change | 4,714 | $239K |
| Capital Insight Partners, LLC | 0.04% | New | 4,696 | $238K |
| IFG Advisors, LLC | 0.05% | Add +2.6% | 4,648 | $235K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $234K |
| Accurate Wealth Management, LLC | 0.04% | New | 4,615 | $233K |
| Debussy Capital Management LP | 0.04% | Reduce -4.7% | 4,575 | $232K |
| Intellus Advisors LLC | 0.04% | New | 4,561 | $231K |
| Richard W. Paul & Associates, LLC | 0.09% | Reduce -17.3% | 4,545 | $230K |
| Aurdan Capital Management, LLC | 0.09% | New | 4,525 | $229K |
| Global Assets Advisory, LLC | 0.04% | New | 4,543 | $229K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 4,500 | $228K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -45.2% | 4,484 | $227K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -81.8% | 4,455 | $226K |
| ETF Store, Inc. | 0.28% | Reduce -10.9% | 4,428 | $224K |
| Plan Group Financial, LLC | 0.08% | Add +3.1% | 4,351 | $220K |
| Fisher Asset Management | 0.00% | New | 4,297 | $218K |
| Hills Bank & Trust Co | 0.02% | Reduce -2.7% | 4,252 | $215K |
| SYM FINANCIAL Corp | 0.03% | Reduce -0.6% | 4,243 | $215K |
| Kathmere Capital Management, LLC | 0.02% | No change | 4,182 | $212K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -8.7% | 4,174 | $211K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $210K |
| Oak Hill Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 4,139 | $210K |
| Kraematon Investment Advisors, Inc. | 0.21% | Add +0.3% | 4,132 | $209K |
| Ascent Group, LLC | 0.01% | Reduce -35.9% | 4,116 | $208K |
| Sunflower Bank, N.A. | 0.06% | No change | 4,115 | $208K |
| Florida Trust Wealth Management Co | 0.01% | New | 4,100 | $208K |
| Accredited Investors Inc. | 0.01% | New | 4,084 | $207K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -36.3% | 4,076 | $206K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -10.2% | 4,073 | $206K |
| Indie Asset Partners, LLC | 0.18% | Reduce -33.5% | 4,056 | $205K |
| Muirfield Wealth Advisors LLC | 0.17% | Add +1.6% | 4,040 | $205K |
| Beta Wealth Group, Inc. | 0.07% | New | 4,018 | $203K |
| Financial Alternatives, Inc | 0.14% | No change | 4,000 | $203K |
| Front Row Advisors LLC | 0.08% | No change | 4,000 | $203K |
| Root Financial Partners, LLC | 0.02% | New | 3,992 | $202K |
| Kennedy Investment Group, Inc. | 0.09% | New | 3,991 | $202K |
| Fairway Wealth LLC | 0.07% | Reduce -27.6% | 3,974 | $201K |
| Prentice Wealth Management LLC | 0.06% | Reduce -72.8% | 3,973 | $201K |
| Capital Market Strategies LLC | 0.14% | No change | 3,971 | $201K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -93.1% | 3,825 | $194K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -4.5% | 3,700 | $187K |
| Barrett & Company, Inc. | 0.08% | No change | 3,675 | $186K |
| HFM Investment Advisors, LLC | 0.08% | — | 3,450 | $175K |
| NorthRock Partners, LLC | 0.01% | Reduce -3.9% | 3,225 | $163K |
| Millstone Evans Group, LLC | 0.11% | Add +164.9% | 3,213 | $163K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.1% | 3,026 | $153K |
| Barnes Dennig Private Wealth Management LLC | 0.22% | — | 2,935 | $149K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +36.1% | 2,916 | $148K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -8.5% | 2,869 | $145K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 2,665 | $134K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,339 | $118K |
| WPG Advisers, LLC | 0.11% | Reduce -6.8% | 2,309 | $117K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -67.5% | 2,257 | $114K |
| Stephens Consulting, LLC | 0.03% | Reduce -5.7% | 2,180 | $110K |
| HM Payson & Co. | 0.00% | No change | 2,092 | $106K |
| Keystone Global Partners, LLC | 0.07% | — | 2,037 | $103K |
| Acropolis Investment Management, LLC | 0.01% | Add +1.1% | 2,036 | $103K |
| SouthState Bank Corp | 0.00% | New | 2,035 | $103K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,008 | $102K |
| Main Management LLC | 0.01% | No change | 1,959 | $99K |
| Clearstead Advisors, LLC | 0.00% | Reduce -18.1% | 1,934 | $98K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,891 | $96K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,822 | $92K |
| Archer Investment Corp | 0.02% | Reduce -0.6% | 1,791 | $91K |
| Ameriflex Group, Inc. | 0.04% | Add +0.7% | 1,691 | $86K |
| Longview Financial Advisors LLC | 0.05% | No change | 1,637 | $83K |
| Cape Investment Advisory, Inc. | 0.03% | Add +219.3% | 1,520 | $77K |
| Sunbelt Securities, Inc. | 0.01% | Add +58.9% | 1,433 | $73K |
| PSI Advisors, LLC | 0.02% | Add +0.4% | 1,416 | $72K |
| Opal Wealth Advisors, LLC | 0.02% | New | 1,344 | $68K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $66K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.8% | 1,296 | $66K |
| Aventura Private Wealth, LLC | 0.03% | Add +225.4% | 1,217 | $62K |
| Activest Wealth Management | 0.02% | No change | 1,197 | $61K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,080 | $54K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -51.7% | 1,005 | $51K |
| Runnymede Capital Advisors, Inc. | 0.05% | No change | 1,000 | $51K |
| Synergy Investment Management, LLC | 0.02% | No change | 1,000 | $51K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $51K |
| St Germain D J Co. Inc. | 0.00% | Reduce -12.4% | 996 | $50K |
| Wagner Wealth Management, LLC | 0.01% | No change | 979 | $50K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 966 | $49K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 939 | $48K |
| West Oak Capital, LLC | 0.02% | Add +108.8% | 87,849 | $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 |
| Security National Bank | 0.01% | Reduce -37.4% | 796 | $40K |
| Painted Porch Advisors LLC | 0.02% | Reduce -53.1% | 778 | $39K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 763 | $39K |
| Perritt Capital Management Inc | 0.02% | Add +1.2% | 753 | $38K |
| Sound Income Strategies, LLC | 0.00% | Add +0.1% | 750 | $38K |
| Cooksen Wealth, LLC | 0.04% | New | 722 | $36K |
| Bogart Wealth, LLC | 0.00% | No change | 706 | $36K |
| Pandora Wealth, Inc. | 0.02% | — | 681 | $34K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +60.8% | 635 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Add +7.0% | 593 | $30K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -17.8% | 541 | $27K |
| Global Trust Asset Management, LLC | 0.02% | No change | 533 | $27K |
| REAP Financial Group, LLC | 0.01% | New | 506 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -72.8% | 498 | $25K |
| Chelsea Counsel Co. | 0.01% | New | 485 | $25K |
| Hughes Financial Services, LLC | 0.00% | New | 466 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Tucker Asset Management LLC | 0.01% | Reduce -0.7% | 419 | $21K |
| First Command Advisory Services, Inc. | 0.00% | No change | 411 | $21K |
| PrairieView Partners, LLC | 0.00% | Add +6.6% | 372 | $18K |
| Promus Capital, LLC | 0.01% | New | 327 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 296 | $15K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| Eastern Bank | 0.00% | Reduce -48.7% | 263 | $13K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 251 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | — | 250 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.3% | 239 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 232 | $12K |
| NBT Bank, N.A. | 0.00% | Reduce -90.3% | 216 | $11K |
| FSA Wealth Management LLC | 0.00% | No change | 200 | $10K |
| Centerpoint Advisors, LLC | 0.00% | Reduce -47.3% | 197 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 188 | $10K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +58.4% | 179 | $9K |
| Global Wealth Strategies & Associates | 0.00% | Add +0.0% | 133 | $7K |
| Park Square Financial Group, LLC | 0.01% | Reduce -38.4% | 130 | $7K |
| Transce3nd, LLC | 0.00% | Reduce -57.6% | 119 | $6K |
| City Holding Co. | 0.00% | New | 104 | $5K |
| Valued Wealth Advisors LLC | 0.00% | New | 100 | $5K |
| Richardson Capital Management LLC | 0.00% | New | 93 | $5K |
| Curio Wealth, LLC | 0.00% | Reduce -98.8% | 1 | $4K |
| Hexagon Capital Partners LLC | 0.00% | New | 83 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -83.0% | 69 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -63.2% | 63 | $3K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| Operose Advisors LLC | 0.00% | No change | 61 | $3K |
| Mather Group, Llc. | 0.00% | Add +136.0% | 59 | $3K |
| Compass Wealth Management LLC | 0.00% | New | 43 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| Kiker Wealth Management, LLC | 0.00% | New | 37 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 35 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 32 | $2K |
| LRI Investments, LLC | 0.00% | Reduce -91.1% | 25 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 24 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $911 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $810 |
| Spurstone Advisory Services, LLC | 0.01% | New | 13 | $658 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $557 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.0% | 3 | $152 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -83.3% | 1 | $66 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.