JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q2 2025 (June 30)1,115holders +18
85new positions
71sold out
5famous investors
$50.65avg. 13F price*
At the end of Q2 2025, 1,115 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 18 from Q1 2025. 85 opened new positions and 71 sold out. The largest holders were JPMorgan Chase & Co. ($4.5B), Morgan Stanley ($3.1B) and LPL Financial LLC ($857.2M). 5 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $169.7M |
| Exits | 71 | $1.1B |
All 13F filers, Q1 2025 → Q2 2025: 43,593,996 shares bought and 51,055,945 shares sold, net −7,461,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,115 holders
| JPMorgan Chase & Co. | 0.31% | Reduce -11.2% | 88,956,565 | $4.5B |
| Morgan Stanley | 0.20% | Add +9.2% | 60,510,473 | $3.1B |
| LPL Financial LLC | 0.29% | Add +11.6% | 16,914,662 | $857.2M |
| Bank of America Corp. | 0.07% | Add +15.3% | 16,306,977 | $826.4M |
| FMR LLC | 0.04% | Add +10.4% | 13,190,727 | $668.5M |
| Betterment LLC | 1.22% | Add +22.9% | 11,291,079 | $572.2M |
| Charles Schwab Investment Management Inc. | 0.10% | Add +0.9% | 11,093,296 | $562.2M |
| UBS Group AG | 0.10% | Add +5.7% | 9,326,265 | $472.7M |
| HB Wealth Management, LLC | 3.60% | Add +4.0% | 8,888,716 | $450.5M |
| Wells Fargo & Company | 0.09% | Add +8.8% | 8,104,149 | $410.7M |
| Wealth Enhancement Advisory Services, LLC | 0.57% | Add +22.6% | 6,853,875 | $346.1M |
| Cerity Partners LLC | 0.47% | Add +5.7% | 5,231,134 | $265.1M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +27.6% | 4,823,169 | $244.4M |
| Raymond James Financial Inc. | 0.08% | Add +17.5% | 4,640,409 | $235.2M |
| Royal Bank of Canada | 0.04% | Add +25.2% | 4,367,887 | $221.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +34.7% | 3,990,344 | $202.2M |
| Foster Dykema Cabot & Partners, LLC | 13.60% | Add +42.2% | 3,814,842 | $193.3M |
| Ameriprise Financial Inc. | 0.04% | Add +22.8% | 3,582,584 | $181.5M |
| Osaic Holdings, Inc. | 0.25% | Add +12.8% | 2,750,037 | $139.4M |
| Commonwealth Equity Services, LLC | 0.16% | Add +16.9% | 2,449,966 | $124.2M |
| NorthCoast Asset Management LLC | 0.53% | Add +59.9% | 2,447,023 | $124.0M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Reduce -20.3% | 2,384,083 | $120.8M |
| Cetera Investment Advisers | 0.17% | Reduce -2.1% | 1,937,480 | $98.2M |
| Bridgewater Advisors Inc. | 7.42% | Reduce -5.1% | 1,926,101 | $97.6M |
| Cornerstone Management, Inc. | 15.10% | Add +3.8% | 1,714,006 | $86.9M |
| Spire Wealth Management | 3.08% | Reduce -20.9% | 1,690,544 | $85.7M |
| Quadrant Capital Group LLC | 3.04% | Reduce -43.9% | 1,667,229 | $84.5M |
| Stifel Financial Corp. | 0.08% | Add +6.9% | 1,662,322 | $84.2M |
| Ancora Advisors LLC | 1.73% | Add +0.6% | 1,635,175 | $82.9M |
| Obsidian Cio, LLC | 11.55% | Reduce -12.8% | 1,569,722 | $79.6M |
| Legacy Wealth Management, LLC | 4.66% | Add +2.2% | 1,478,317 | $74.9M |
| Crane Advisory, LLC | 11.90% | Add +54.8% | 1,421,212 | $71.8M |
| Assetmark, Inc. | 0.17% | Add +6.4% | 1,406,864 | $71.3M |
| Fifth Third Bancorp | 0.23% | Add +7.8% | 1,319,673 | $66.9M |
| Greenwood Gearhart LLC | 4.15% | Add +13.9% | 1,310,993 | $66.4M |
| RiverFront Investment Group, LLC | 1.25% | Add +941.7% | 1,258,877 | $63.8M |
| Avantax Advisory Services, Inc. | 0.34% | Add +34.7% | 1,203,845 | $61.0M |
| Round Rock Advisors LLC | 10.34% | Add +18.6% | 1,182,910 | $59.9M |
| MML Investors Services, LLC | 0.17% | Add +24.0% | 1,182,696 | $59.9M |
| State of Tennessee, Department of Treasury | 0.21% | Reduce -13.1% | 1,181,800 | $59.9M |
| Axxcess Wealth Management, LLC | 1.44% | Add +4.5% | 1,181,376 | $59.9M |
| Jones Financial Companies LLLP | 0.04% | Add +37.2% | 1,144,823 | $58.0M |
| Rock Creek Group LLC | 6.76% | Reduce -30.1% | 1,137,305 | $57.6M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -1.7% | 1,135,570 | $57.6M |
| Cwm, LLC | 0.20% | Reduce -2.2% | 1,134,769 | $57.5M |
| Sei Investments Co. | 0.07% | Add +0.5% | 1,109,451 | $56.2M |
| Private Advisor Group, LLC | 0.30% | Add +11.6% | 1,090,193 | $55.3M |
| N.E.W. Advisory Services LLC | 5.06% | Reduce -5.0% | 1,029,052 | $52.2M |
| Adventist Health System Sunbelt Healthcare Corp. | 3.90% | No change | 1,000,000 | $50.7M |
| BNP Paribas Financial Markets | 0.04% | Add +16.4% | 988,281 | $50.1M |
| Acorns Advisers, LLC | 0.42% | Add +0.4% | 975,829 | $49.5M |
| Naviter Wealth, LLC | 5.98% | Add +111.8% | 958,195 | $48.6M |
| Peterson Wealth Advisors, LLC | 7.80% | Add +0.1% | 932,776 | $47.3M |
| Valmark Advisers, Inc. | 0.66% | Reduce -0.3% | 927,786 | $47.0M |
| Retirement Income Solutions, Inc. | 8.63% | New | 927,651 | $47.0M |
| NewEdge Advisors, LLC | 0.24% | Add +42.1% | 916,646 | $46.5M |
| Mariner, LLC | 0.07% | Add +65.8% | 911,417 | $46.2M |
| Captrust Financial Advisors | 0.10% | Add +41.8% | 906,410 | $45.9M |
| Mgo One Seven LLC | 1.40% | Reduce -1.5% | 853,286 | $43.2M |
| Trustmark Bank Trust Department | 2.84% | Reduce -5.0% | 811,134 | $41.1M |
| Bramshill Investments, LLC | 4.14% | No change | 780,797 | $39.6M |
| Roof Eidam Maycock Peralta, LLC | 9.74% | Reduce -4.1% | 779,786 | $39.5M |
| Alpha Omega Wealth Management LLC | 6.95% | Add +2.9% | 765,271 | $38.8M |
| Signaturefd, LLC | 0.66% | Reduce -30.4% | 757,505 | $38.4M |
| Stephens Inc. | 0.52% | Reduce -2.9% | 742,626 | $37.6M |
| HighTower Advisors, LLC | 0.05% | Add +5.4% | 736,843 | $37.3M |
| McMorgan & Co. LLC | 5.31% | Add +76.0% | 710,250 | $36.0M |
| Fairview Capital Investment Management, LLC | 1.86% | Add +2.1% | 708,208 | $35.9M |
| Iron Horse Wealth Management, LLC | 10.33% | Add +5.6% | 690,854 | $35.0M |
| Focus Partners Wealth | 0.08% | Add +0.4% | 687,842 | $34.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +224.5% | 676,769 | $34.3M |
| San Luis Wealth Advisors LLC | 7.34% | Add +36.1% | 674,498 | $34.2M |
| Franklin Resources Inc. | 0.01% | Add +0.7% | 644,297 | $32.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +10.7% | 630,157 | $31.9M |
| Equitable Holdings, Inc. | 0.25% | Add +1.1% | 609,786 | $30.9M |
| Rosenberg Matthew Hamilton | 7.13% | Reduce -8.1% | 605,364 | $30.7M |
| Frisch Financial Group, Inc. | 7.50% | Add +103.2% | 604,678 | $30.6M |
| Peapack Gladstone Financial Corp. | 0.42% | Add +5.0% | 585,114 | $29.7M |
| Dynamic Advisor Solutions LLC | 0.91% | Add +9.0% | 584,421 | $29.6M |
| AdvisorNet Financial, Inc | 1.91% | Add +12.2% | 584,169 | $29.6M |
| Kestra Advisory Services, LLC | 0.14% | Add +16.9% | 581,880 | $29.5M |
| LexAurum Advisors, LLC | 4.59% | Add +85.9% | 569,580 | $28.9M |
| Beacon Bank & Trust | 6.55% | Add +3.2% | 566,156 | $28.7M |
| Capital Asset Advisory Services LLC | 1.32% | Add +4.9% | 558,897 | $28.2M |
| StrongBox Wealth, LLC | 10.65% | Add +5.0% | 553,661 | $28.1M |
| Great Valley Advisor Group, Inc. | 0.62% | Reduce -57.6% | 553,255 | $28.0M |
| Sollinda Capital Management LLC | 7.21% | Add +3.1% | 546,053 | $27.7M |
| Cobblestone Asset Management LLC | 14.55% | Add +569.0% | 545,964 | $27.7M |
| Integrated Wealth Concepts LLC | 0.28% | Reduce -1.0% | 542,504 | $27.5M |
| Gerber Kawasaki Wealth & Investment Management | 1.06% | Add +53.9% | 539,982 | $27.4M |
| Donoghue Forlines LLC | 7.71% | New | 533,117 | $27.0M |
| Beacon Investment Advisory Services, Inc. | 1.16% | Add +3.0% | 517,476 | $26.2M |
| American Trust | 2.47% | Add +697.5% | 517,357 | $26.2M |
| Exchange Traded Concepts, LLC | 0.33% | Reduce -70.3% | 516,342 | $26.2M |
| Flagship Harbor Advisors, LLC | 1.24% | Add +1.5% | 516,228 | $26.2M |
| SkyOak Wealth, LLC | 5.07% | Reduce -4.6% | 497,839 | $25.2M |
| Members Capital Advisors Inc. | 28.95% | Reduce -50.3% | 495,000 | $25.1M |
| Waverly Advisors, LLC | 0.28% | Add +26.8% | 494,260 | $25.0M |
| MAI Capital Management | 0.17% | Add +509.1% | 493,111 | $25.0M |
| Bryn Mawr Trust Advisors, LLC | 1.37% | Add +4.0% | 492,206 | $24.9M |
| Soltis Investment Advisors LLC | 1.94% | Reduce -1.4% | 487,444 | $24.7M |
| Evensky & Katz LLC | 1.50% | Add +1.9% | 485,706 | $24.6M |
| Fluent Financial, LLC | 10.12% | Reduce -33.4% | 484,804 | $24.6M |
| Weatherly Asset Management L. P. | 2.08% | Add +1.9% | 481,731 | $24.4M |
| WJ Wealth Management, LLC | 7.63% | Reduce -3.8% | 477,120 | $24.2M |
| Harbour Investments, Inc. | 0.61% | Add +8.4% | 473,102 | $24.0M |
| Invst, LLC | 2.94% | Add +162.8% | 465,168 | $23.6M |
| Clarus Group, Inc. | 8.63% | Reduce -1.9% | 463,748 | $23.5M |
| Phoenix Wealth Advisors | 9.81% | Add +1.6% | 462,090 | $23.4M |
| Appleton Partners Inc. | 1.65% | Reduce -4.5% | 460,530 | $23.3M |
| Compass Financial Services Inc | 11.23% | Reduce -15.3% | 457,425 | $23.2M |
| Roberts Wealth Advisors, LLC | 6.61% | Add +10.0% | 453,674 | $23.0M |
| Highline Wealth Partners LLC | 6.67% | Add +33.1% | 444,430 | $22.5M |
| Heritage Oak Wealth Advisors LLC | 8.68% | Add +9.2% | 435,249 | $22.1M |
| Ironwood Wealth Management, Inc. | 10.39% | Add +0.3% | 435,852 | $22.0M |
| Mainstream Capital Management LLC | 16.00% | Add +12.4% | 434,030 | $22.0M |
| Capital Investment Advisory Services, LLC | 1.77% | Add +3.2% | 425,899 | $21.6M |
| Dakota Wealth Management | 0.45% | Add +17.6% | 423,600 | $21.5M |
| Capital Advisors Wealth Management, LLC | 3.35% | Add +24.7% | 420,353 | $21.3M |
| Endurance Services Ltd | 3.66% | No change | 415,000 | $21.0M |
| Mascoma Wealth Management LLC | 4.88% | Reduce -0.3% | 414,514 | $21.0M |
| Thomasville National Bank | 1.42% | Reduce -3.3% | 411,196 | $20.8M |
| Arbor Investment Advisors, LLC | 2.66% | Add +2.8% | 409,240 | $20.7M |
| IFP Advisors, Inc | 0.59% | Add +3.0% | 407,436 | $20.6M |
| Cooper Financial Group | 2.40% | Reduce -2.7% | 402,206 | $20.4M |
| White Wing Wealth Management | 13.68% | Add +3.2% | 398,396 | $20.2M |
| Atria Investments, Inc | 0.24% | Add +179.5% | 394,684 | $20.0M |
| Donaldson Capital Management, LLC | 0.73% | Reduce -14.5% | 394,616 | $20.0M |
| Palumbo Wealth Management LLC | 6.10% | Reduce -0.4% | 388,328 | $19.7M |
| Souders Financial Advisors | 2.49% | Add +4.7% | 386,692 | $19.6M |
| Gotham Asset Management | 0.12% | Add +75.5% | 384,022 | $19.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Add +0.4% | 383,556 | $19.4M |
| Hudock, Inc. | 3.10% | Reduce -3.1% | 380,847 | $19.3M |
| Cynosure Group, LLC | 2.19% | Reduce -0.0% | 380,737 | $19.3M |
| IMZ Advisory Inc | 7.65% | Reduce -3.9% | 377,971 | $19.1M |
| Citizens Financial Group Inc. | 0.30% | Add +26.4% | 367,532 | $18.6M |
| NFSG Corp | 2.98% | Add +1207.7% | 362,310 | $18.4M |
| Crumly & Associates Inc. | 4.39% | Add +6371.7% | 356,139 | $18.0M |
| LPWM LLC | 5.24% | Add +11.1% | 354,315 | $18.0M |
| Strategent Financial, LLC | 13.81% | Add +1.4% | 349,122 | $17.7M |
| Montag A & Associates Inc. | 0.86% | Add +31.1% | 346,500 | $17.6M |
| CW Advisors, LLC | 0.17% | Add +10.3% | 344,711 | $17.5M |
| Legacy Private Trust Co. | 1.12% | Reduce -1.3% | 343,073 | $17.4M |
| Allworth Financial LP | 0.08% | Reduce -8.3% | 340,088 | $17.2M |
| D.A. Davidson & Co. | 0.12% | Add +23.9% | 339,905 | $17.2M |
| Valley Wealth Managers, Inc. | 1.23% | Add +32.3% | 338,130 | $17.1M |
| Ridgeline Wealth Planning, LLC | 13.99% | Add +8.3% | 335,281 | $17.0M |
| Cahaba Wealth Management, Inc. | 1.32% | Reduce -0.6% | 334,126 | $16.9M |
| Atria Wealth Solutions, Inc. | 0.38% | Reduce -36.2% | 331,249 | $16.8M |
| Summit Wealth Partners, LLC | 3.18% | Reduce -1.6% | 328,949 | $16.7M |
| MBM Wealth Consultants, LLC | 4.44% | Add +4.9% | 327,455 | $16.6M |
| Helium Advisors LLC | 10.43% | Add +14.1% | 325,571 | $16.5M |
| AE Wealth Management LLC | 0.12% | Reduce -5.1% | 323,783 | $16.4M |
| Paradigm, Strategies in Wealth Management, LLC | 10.73% | Reduce -6.0% | 323,309 | $16.4M |
| Ridgepath Capital Management LLC | 7.51% | Add +9.7% | 322,391 | $16.3M |
| Legacy Capital Group California, Inc. | 4.44% | Add +45.3% | 316,225 | $16.0M |
| Financial Management Professionals, Inc. | 1.79% | Reduce -34.5% | 314,012 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +61.5% | 312,670 | $15.8M |
| Apollon Wealth Management, LLC | 0.31% | Add +37.4% | 311,227 | $15.8M |
| Atlantic Union Bankshares Corp | 0.36% | Add +527.4% | 310,595 | $15.7M |
| Insight Wealth Partners, LLC | 8.72% | Add +84.5% | 310,301 | $15.7M |
| Verum Partners LLC | 3.62% | Reduce -3.4% | 309,352 | $15.7M |
| Flaharty Asset Management, LLC | 2.14% | Add +3.2% | 308,630 | $15.6M |
| Requisite Capital Management, LLC | 3.35% | Add +0.0% | 305,124 | $15.5M |
| Avestar Capital, LLC | 1.12% | Add +28.5% | 303,249 | $15.4M |
| Parkside Investments, LLC | 2.05% | Reduce -18.9% | 297,687 | $15.1M |
| Ruggaard & Associates LLC | 6.06% | Reduce -0.8% | 297,298 | $15.1M |
| Wealth Advisors of Iowa, LLC | 5.59% | Reduce -44.4% | 295,328 | $15.0M |
| Synovus Financial Corp. | 0.18% | Add +0.6% | 294,383 | $14.9M |
| Whitaker-Myers Wealth Managers, LTD. | 3.75% | Add +18.2% | 293,581 | $14.9M |
| JFS Wealth Advisors, LLC | 0.94% | Add +0.4% | 292,252 | $14.8M |
| Cerro Pacific Wealth Advisors LLC | 4.09% | Add +31.2% | 290,524 | $14.7M |
| WCG Wealth Advisors LLC | 0.95% | Add +29.7% | 289,604 | $14.7M |
| Prosperity Consulting Group, LLC | 1.06% | Add +5.4% | 286,655 | $14.5M |
| Centaurus Financial, Inc. | 0.84% | Add +3.7% | 284,226 | $14.4M |
| Independent Financial Group, LLC | 0.39% | Add +28.1% | 281,700 | $14.3M |
| REDW Wealth LLC | 5.61% | Reduce -0.3% | 278,321 | $14.1M |
| &partners | 0.11% | Add +133.2% | 277,986 | $14.1M |
| Simon Quick Advisors, LLC | 0.71% | Add +0.2% | 277,980 | $14.1M |
| Bristlecone Advisors, LLC | 1.18% | Add +30.1% | 276,427 | $14.0M |
| Citadel Advisors | 0.01% | Add +273.9% | 276,176 | $14.0M |
| Comerica Bank | 0.05% | Add +10.9% | 276,099 | $14.0M |
| Neuberger Berman Group LLC | 0.01% | Add +42.3% | 274,884 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +14.0% | 272,875 | $13.8M |
| IronBridge Private Wealth, LLC | 4.74% | Add +17.3% | 268,347 | $13.6M |
| Baird Financial Group, Inc. | 0.02% | Add +201.2% | 268,183 | $13.6M |
| Advisory Services Network, LLC | 0.22% | Add +98.5% | 267,036 | $13.5M |
| Prism Advisors, Inc. | 3.83% | Reduce -4.0% | 265,484 | $13.5M |
| Ceera Investments, LLC | 4.09% | Add +37.0% | 263,496 | $13.4M |
| VCI Wealth Management LLC | 4.65% | Add +13.5% | 261,966 | $13.3M |
| Cresset Asset Management, LLC | 0.07% | Reduce -38.2% | 260,854 | $13.2M |
| Kwmg, LLC | 1.24% | Add +5.6% | 260,247 | $13.2M |
| Mutual Advisors, LLC | 0.33% | Add +14.1% | 256,968 | $13.0M |
| Heritage Financial Services, LLC | 1.25% | Reduce -0.8% | 256,231 | $13.0M |
| Oarsman Capital, Inc. | 2.02% | Add +6.9% | 254,047 | $12.9M |
| Paragon Advisors, LLC | 3.35% | Add +22.0% | 253,330 | $12.8M |
| Buck Wealth Strategies, LLC | 1.96% | Add +7.3% | 253,260 | $12.8M |
| Scott Capital Advisors, LLC | 3.46% | Add +3.8% | 253,142 | $12.8M |
| NewEdge Wealth, LLC | 0.20% | Add +18.7% | 251,607 | $12.7M |
| Scotia Capital Inc. | 0.06% | Reduce -13.0% | 250,470 | $12.7M |
| Tyler-Stone Wealth Management | 2.02% | Add +1.9% | 246,992 | $12.5M |
| Financial Security Advisor, Inc. | 2.86% | Reduce -0.6% | 245,397 | $12.4M |
| Family Investment Center, Inc. | 2.78% | Add +332.5% | 242,199 | $12.3M |
| Krilogy Financial LLC | 0.70% | Add +3.0% | 241,952 | $12.3M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -23.0% | 241,612 | $12.2M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +1.4% | 238,908 | $12.1M |
| Elevatus Welath Management | 4.01% | Reduce -28.9% | 237,503 | $12.0M |
| Saiph Capital, LLC | 4.67% | Reduce -2.3% | 236,433 | $12.0M |
| Crestmont Private Wealth LLC | 4.20% | Add +1.4% | 229,162 | $11.6M |
| TD Capital Management LLC | 1.09% | Add +4.4% | 226,957 | $11.5M |
| Philip James Wealth Mangement, LLC | 1.50% | Add +2.0% | 224,432 | $11.4M |
| Paces Ferry Wealth Advisors, LLC | 5.19% | Add +2.7% | 222,771 | $11.3M |
| Enclave Advisors LLC | 1.82% | Add +58.3% | 222,075 | $11.3M |
| Northeast Planning Associates, Inc. / NH / | 10.17% | Reduce -12.4% | 217,891 | $11.0M |
| Merit Financial Group, LLC | 0.12% | Add +73.0% | 217,749 | $11.0M |
| Allen Capital Group, LLC | 1.14% | Reduce -15.9% | 216,752 | $11.0M |
| Mason Street Advisors, LLC | 1.28% | No change | 216,650 | $11.0M |
| Cobblestone Capital Advisors LLC | 0.56% | Add +6.2% | 216,467 | $11.0M |
| HRT Financial LP | 0.05% | New | 214,769 | $10.9M |
| Choice Wealth Advisors LLC | 4.91% | Add +2.5% | 214,351 | $10.9M |
| Sovran Advisors, LLC | 1.14% | Add +17.0% | 214,784 | $10.8M |
| Composition Wealth, LLC | 0.18% | Add +26.0% | 213,630 | $10.8M |
| Encompass Wealth Advisors, LLC | 3.96% | Reduce -0.9% | 213,243 | $10.8M |
| Ascension Capital Advisors, Inc. | 4.51% | Reduce -35.4% | 213,034 | $10.8M |
| Bfsg, LLC | 1.20% | Add +11.1% | 211,196 | $10.7M |
| Paradigm Capital Management, LLC | 10.67% | Add +14.7% | 210,232 | $10.7M |
| Causey Wealth LLC | 5.48% | Add +120.7% | 210,162 | $10.7M |
| Essex Financial Services, Inc. | 0.70% | Add +13.3% | 209,833 | $10.6M |
| Goldstone Financial Group, LLC | 1.39% | Reduce -0.7% | 208,909 | $10.5M |
| SOL Capital Management CO | 1.01% | Reduce -1.7% | 205,273 | $10.4M |
| Apella Capital, LLC | 0.28% | Add +954.9% | 205,930 | $10.4M |
| NavPoint Financial, Inc. | 6.27% | Add +5.8% | 204,904 | $10.4M |
| Meridian Financial Advisors, LLC | 6.70% | Add +4.4% | 204,155 | $10.3M |
| Houlihan Financial Resource Group, Ltd. | 4.25% | Add +0.2% | 202,281 | $10.2M |
| Choreo, LLC | 0.14% | Add +2.4% | 201,475 | $10.2M |
| OneDigital Investment Advisors LLC | 0.11% | Add +9.0% | 201,159 | $10.2M |
| Lowe Wealth Advisors, LLC | 3.98% | Add +1.8% | 200,946 | $10.2M |
| Good Life Advisors, LLC | 0.63% | Reduce -0.5% | 198,982 | $10.1M |
| First Business Financial Services, Inc. | 0.90% | Reduce -5.2% | 197,067 | $10.0M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -2.2% | 196,895 | $10.0M |
| AlphaCore Capital LLC | 0.38% | Add +4.8% | 196,816 | $10.0M |
| Aspen Wealth Management LLC | 2.46% | Reduce -12.4% | 195,715 | $9.9M |
| Scarborough Advisors, LLC | 1.96% | Add +63.4% | 195,260 | $9.9M |
| Kendall Capital Management | 2.60% | Add +6.0% | 193,866 | $9.8M |
| Noesis Capital Mangement Corp. | 1.68% | Add +13.5% | 191,268 | $9.7M |
| Legacy CG, LLC | 2.88% | Add +110.5% | 190,525 | $9.7M |
| Spectrum Planning & Advisory Services Inc. | 6.20% | New | 189,266 | $9.6M |
| Resonant Capital Advisors, LLC | 0.61% | Reduce -16.0% | 188,909 | $9.6M |
| Ameritas Advisory Services, LLC | 0.49% | Reduce -41.1% | 186,732 | $9.5M |
| Financially Speaking Inc | 6.10% | New | 183,031 | $9.3M |
| Perennial Advisors, LLC | 1.69% | Reduce -5.9% | 179,543 | $9.1M |
| Cornerstone Advisory, LLC | 0.97% | Add +6.0% | 178,946 | $9.1M |
| RPg Family Wealth Advisory, LLC | 2.41% | Reduce -44.8% | 178,628 | $9.1M |
| Tiemann Investment Advisors, LLC | 3.67% | Add +30.4% | 176,768 | $9.0M |
| Tradition Wealth Management, LLC | 0.71% | Add +47.0% | 174,264 | $8.8M |
| Sandbox Financial Partners, LLC | 2.74% | Add +2.2% | 171,315 | $8.7M |
| Sand Hill Global Advisors, LLC | 0.32% | Reduce -44.8% | 170,629 | $8.6M |
| Little House Capital LLC | 2.16% | Add +5.8% | 169,961 | $8.6M |
| Advisory Alpha, LLC | 0.27% | Reduce -11.4% | 168,395 | $8.5M |
| YHB Investment Advisors, Inc. | 0.65% | Add +20.0% | 165,560 | $8.4M |
| Wealth Advisors of Tampa Bay, LLC | 3.16% | Add +85.7% | 165,246 | $8.4M |
| Independent Wealth Network Inc. | 3.05% | Reduce -9.9% | 165,004 | $8.4M |
| Syverson Strege & Co | 1.97% | Reduce -6.3% | 164,575 | $8.3M |
| Chatham Capital Group, Inc. | 1.27% | Reduce -21.5% | 164,054 | $8.3M |
| HBW Advisory Services LLC | 0.99% | Reduce -5.5% | 159,093 | $8.1M |
| Alexis Investment Partners, LLC | 3.47% | Add +152.7% | 159,122 | $8.1M |
| Interchange Capital Partners, LLC | 1.85% | Add +31.4% | 157,643 | $8.0M |
| FSM Wealth Advisors, LLC | 1.30% | Add +0.6% | 158,190 | $8.0M |
| Symphony Financial, Ltd. Co. | 1.05% | Add +1479.0% | 155,055 | $8.0M |
| Financial Enhancement Group LLC | 1.13% | Add +15.0% | 156,424 | $7.9M |
| WNY Asset Management, LLC | 0.86% | Reduce -1.6% | 154,877 | $7.8M |
| IFG Advisory, LLC | 0.39% | Reduce -4.5% | 152,631 | $7.7M |
| Anchor Investment Management, LLC | 0.68% | Add +7.4% | 152,449 | $7.7M |
| B. Riley Wealth Advisors, Inc. | 0.37% | Add +7.1% | 152,233 | $7.7M |
| Mach-1 Financial Group, LLC | 2.24% | Add +25.2% | 151,381 | $7.7M |
| J. W. Coons Advisors, LLC | 1.70% | Add +1.3% | 148,580 | $7.5M |
| 5th Street Advisors, LLC | 3.74% | Add +1.8% | 148,431 | $7.5M |
| DHJJ Financial Advisors, Ltd. | 2.69% | Add +5.3% | 147,087 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -38.8% | 146,577 | $7.4M |
| Perigon Wealth Management, LLC | 0.17% | Reduce -5.0% | 143,136 | $7.3M |
| Financial Connections Group, Inc. | 2.99% | Add +9.1% | 142,805 | $7.2M |
| WT Wealth Management | 2.14% | Add +10.2% | 142,611 | $7.2M |
| Diversify Wealth Management, LLC | 0.44% | Reduce -14.2% | 141,812 | $7.2M |
| TD Waterhouse Canada Inc. | 0.05% | Add +124.5% | 141,775 | $7.2M |
| Forza Wealth Management, LLC | 2.92% | Add +7.1% | 140,538 | $7.1M |
| Retirement Guys Formula LLC | 2.66% | Reduce -16.1% | 138,223 | $7.0M |
| Rockingstone Advisors LLC | 3.68% | Reduce -58.8% | 138,060 | $7.0M |
| Meridian Financial Partners LLC | 3.25% | Reduce -15.1% | 136,546 | $6.9M |
| Ackerman Asset Management, LLC | 5.54% | Add +49.1% | 136,400 | $6.9M |
| Stratos Wealth Advisors, LLC | 0.36% | Add +45.5% | 135,094 | $6.8M |
| Daymark Wealth Partners, LLC | 0.26% | Add +10.1% | 134,850 | $6.8M |
| Catalina Capital Group, LLC | 4.61% | Add +44.3% | 134,766 | $6.8M |
| Savant Capital, LLC | 0.05% | Reduce -24.8% | 134,170 | $6.8M |
| Kingsview Wealth Management, LLC | 0.11% | Add +0.5% | 132,461 | $6.7M |
| Ashton Thomas Private Wealth, LLC | 0.23% | Reduce -7.0% | 131,308 | $6.7M |
| Triumph Capital Management | 2.00% | Add +0.7% | 131,239 | $6.7M |
| Citigroup Inc. | 0.00% | Reduce -26.7% | 130,675 | $6.6M |
| Stewardship Advisors, LLC | 1.67% | Reduce -2.4% | 130,147 | $6.6M |
| Jaffetilchin Investment Partners, LLC | 0.43% | Add +1.9% | 130,010 | $6.6M |
| Lodestone Wealth Management LLC | 3.20% | Reduce -0.3% | 129,821 | $6.6M |
| Centricity Wealth Management, LLC | 5.22% | Add +28.4% | 128,841 | $6.5M |
| Sowell Financial Services LLC | 0.27% | Add +3.8% | 128,670 | $6.5M |
| Global Retirement Partners, LLC | 0.16% | — | 127,467 | $6.5M |
| Trademark Financial Management, LLC | 3.95% | Add +0.1% | 127,315 | $6.5M |
| Guardian Wealth Advisors, LLC / NC | 0.45% | Add +8.1% | 126,922 | $6.4M |
| O'Connor Financial Group LLC | 2.84% | Add +31.7% | 127,340 | $6.4M |
| Concorde Financial Corp | 3.80% | Add +20.2% | 126,774 | $6.4M |
| Winthrop Advisory Group LLC | 0.62% | Add +43.3% | 126,700 | $6.4M |
| American Financial Advisors, LLC | 0.89% | Add +0.8% | 125,480 | $6.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +32.7% | 125,132 | $6.3M |
| Cathy Pareto & Associates, Inc. | 5.18% | Add +13.2% | 123,787 | $6.3M |
| Gradient Capital Advisors, LLC | 1.85% | Reduce -0.6% | 123,600 | $6.3M |
| Schwallier Wealth Management LLC | 3.80% | Reduce -6.2% | 122,821 | $6.2M |
| Archford Capital Strategies, LLC | 0.79% | Add +0.8% | 122,375 | $6.2M |
| Aspire Capital Advisors LLC | 1.71% | Reduce -37.1% | 121,940 | $6.2M |
| Hilltop Holdings Inc. | 0.40% | Reduce -31.2% | 121,927 | $6.2M |
| Cardinal Strategic Wealth Guidance | 1.77% | Add +0.2% | 120,800 | $6.1M |
| Chicago Partners Investment Group LLC | 0.18% | Add +4.1% | 120,815 | $6.1M |
| West Paces Advisors Inc. | 1.30% | Reduce -1.8% | 120,198 | $6.1M |
| Nwam LLC | 0.35% | Add +51.1% | 120,046 | $6.1M |
| Oliver Lagore Vanvalin Investment Group | 2.38% | — | 119,582 | $6.1M |
| Elmwood Wealth Management, Inc. | 2.39% | Add +8.1% | 119,156 | $6.0M |
| Oppenheimer & Co. Inc. | 0.08% | Add +8.7% | 119,038 | $6.0M |
| Pinebridge Investments, L.P. | 0.05% | New | 119,001 | $6.0M |
| Colonial Trust Advisors | 0.50% | Reduce -1.4% | 118,938 | $6.0M |
| Johnson Financial Group, Inc. | 0.27% | Add +11.1% | 118,759 | $6.0M |
| Matthew Goff Investment Advisor, LLC | 1.11% | Add +1.5% | 118,715 | $6.0M |
| Advocacy Wealth Management, LLC | 0.37% | Add +16.4% | 118,612 | $6.0M |
| Lido Advisors, LLC | 0.03% | Reduce -1.8% | 117,796 | $6.0M |
| Boyce & Associates Wealth Consulting, Inc. | 5.45% | Reduce -5.0% | 117,779 | $6.0M |
| Harbour Investment Management LLC | 2.54% | Add +84.2% | 116,042 | $5.9M |
| Corient Private Wealth LP | 0.01% | Reduce -3.8% | 115,243 | $5.8M |
| Per Stirling Capital Management, LLC. | 0.76% | Add +14.3% | 115,116 | $5.8M |
| United Advisor Group, LLC | 1.01% | Add +1.5% | 115,058 | $5.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -22.0% | 114,741 | $5.8M |
| Howard Wealth Management, LLC | 2.94% | Add +95.2% | 114,660 | $5.8M |
| Integrity Alliance, Llc. | 0.32% | Reduce -15.8% | 114,426 | $5.8M |
| First International Bank & Trust | 1.97% | Reduce -10.9% | 111,573 | $5.7M |
| Modern Wealth Management, LLC | 0.14% | Reduce -4.0% | 111,027 | $5.6M |
| Sharper & Granite LLC | 2.13% | Reduce -4.8% | 110,938 | $5.6M |
| Bank of New Hampshire | 1.38% | Reduce -6.6% | 109,309 | $5.5M |
| North Forty Two & Co. | 5.83% | Reduce -0.7% | 108,213 | $5.5M |
| BOS Asset Management, LLC | 1.75% | Add +6.4% | 107,993 | $5.5M |
| Paladin Advisory Group, LLC | 4.17% | Add +0.9% | 107,654 | $5.5M |
| CRA Financial Services, LLC | 0.83% | Add +18.2% | 107,317 | $5.4M |
| Atlas Legacy Advisors, LLC | 1.19% | Add +3.0% | 106,158 | $5.4M |
| Prospera Financial Services Inc | 0.10% | Add +97.7% | 105,162 | $5.3M |
| Plotkin Financial Advisors, LLC | 2.93% | Add +16.6% | 104,738 | $5.3M |
| Principle Wealth Partners LLC | 0.33% | Add +20.9% | 103,347 | $5.2M |
| Windsor Capital Management, LLC | 1.52% | Reduce -4.2% | 103,194 | $5.2M |
| Norden Group LLC | 0.56% | Reduce -79.7% | 102,655 | $5.2M |
| CENTRAL TRUST Co | 0.12% | Reduce -0.2% | 102,147 | $5.2M |
| Founders Financial Alliance, LLC | 1.18% | Add +7.0% | 101,999 | $5.2M |
| Skyline Advisors, Inc. | 1.90% | Add +10.0% | 101,703 | $5.2M |
| Perissos Private Wealth Management, LLC | 4.01% | Add +17.4% | 99,976 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +13.8% | 99,622 | $5.0M |
| Beacon Financial Advisory LLC | 1.30% | Add +33.1% | 99,354 | $5.0M |
| Integral Investment Advisors, Inc. | 1.43% | Add +64.2% | 99,062 | $5.0M |
| MJT & Associates Financial Advisory Group, Inc. | 6.19% | Add +3.3% | 98,528 | $5.0M |
| New Capital Management LP | 1.39% | Add +2.3% | 98,293 | $5.0M |
| Southeast Asset Advisors, LLC | 0.59% | Reduce -63.6% | 98,234 | $5.0M |
| Clear Creek Financial Management, LLC | 0.47% | Add +1.6% | 97,882 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 97,771 | $5.0M |
| Edgestream Partners, L.P. | 0.14% | Add +47.6% | 97,700 | $5.0M |
| Lokken Investment Group LLC | 1.89% | Reduce -0.4% | 96,899 | $4.9M |
| Creative Financial Designs Inc. | 0.35% | Reduce -6.3% | 96,603 | $4.9M |
| Insight Advisors, LLC/ PA | 0.79% | Add +25.4% | 96,382 | $4.9M |
| Tradewinds Capital Management, LLC | 1.23% | Add +0.9% | 96,202 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -8.4% | 94,968 | $4.8M |
| Aprio Wealth Management, LLC | 0.54% | Reduce -5.6% | 94,869 | $4.8M |
| One Capital Management, LLC | 0.17% | Reduce -0.3% | 94,532 | $4.8M |
| Herold Advisors, Inc. | 0.99% | Add +2.3% | 93,525 | $4.7M |
| IHT Wealth Management, LLC | 0.13% | Add +6.3% | 93,185 | $4.7M |
| McCarthy Asset Management, Inc. | 3.21% | Add +1.4% | 93,102 | $4.7M |
| HUB Investment Partners, LLC | 0.16% | Reduce -13.7% | 92,847 | $4.7M |
| JGP Wealth Management, LLC | 0.56% | Reduce -3.6% | 91,826 | $4.7M |
| SlateStone Wealth, LLC | 0.43% | No change | 91,400 | $4.6M |
| J Hagan Capital, Inc. | 3.11% | Reduce -23.9% | 91,035 | $4.6M |
| Apeiron RIA LLC | 1.18% | Reduce -0.5% | 90,304 | $4.6M |
| Ascentis Wealth Management, LLC | 1.25% | Reduce -13.9% | 90,486 | $4.6M |
| Security National Bank | 0.79% | Add +11196.7% | 89,922 | $4.6M |
| Trek Financial, LLC | 0.30% | New | 89,353 | $4.5M |
| Newport Capital Group, LLC | 3.07% | Add +0.2% | 89,319 | $4.5M |
| Brooklyn FI, LLC | 1.16% | Add +50.8% | 89,167 | $4.5M |
| Wealthcare Advisory Partners LLC | 0.10% | Reduce -5.9% | 86,739 | $4.4M |
| Patten Group, Inc. | 0.92% | Add +14.6% | 86,348 | $4.4M |
| Strategic Family Wealth Counselors, L.L.C. | 1.24% | Reduce -4.0% | 85,866 | $4.4M |
| Silverlake Wealth Management LLC | 1.28% | Add +7.6% | 85,594 | $4.3M |
| Formidable Asset Management, LLC | 0.72% | No change | 85,523 | $4.3M |
| Hartford Financial Management Inc. | 1.18% | Add +81.9% | 84,989 | $4.3M |
| Adell Harriman & Carpenter Inc. | 0.28% | Reduce -3.0% | 83,505 | $4.2M |
| Foundations Investment Advisors, LLC | 0.07% | Reduce -33.1% | 83,347 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +22.4% | 82,733 | $4.2M |
| Crewe Advisors LLC | 0.59% | Reduce -41.2% | 82,588 | $4.2M |
| Sigma Planning Corp | 0.13% | Add +13.9% | 82,100 | $4.2M |
| Illumine Investment Management, LLC | 3.29% | Reduce -0.8% | 81,692 | $4.1M |
| TFG Advisers LLC | 1.41% | Add +16.0% | 81,457 | $4.1M |
| Mills Wealth Advisors LLC | 1.89% | Reduce -37.7% | 81,363 | $4.1M |
| Grey Ledge Advisors, LLC | 1.01% | Add +48.1% | 81,307 | $4.1M |
| Flavin Financial Services, Inc. | 3.99% | Reduce -8.4% | 81,208 | $4.1M |
| Chesley Taft & Associates LLC | 0.18% | Add +15.6% | 81,169 | $4.1M |
| Clark Capital Management Group, Inc. | 0.03% | Reduce -5.1% | 80,613 | $4.1M |
| Floyd Financial Group LLC | 3.76% | Add +5.8% | 80,601 | $4.1M |
| Mountain Capital Investment Advisors Inc. | 0.78% | Add +13.7% | 80,521 | $4.1M |
| Ergawealth Advisors, Inc. | 1.82% | Reduce -9.5% | 79,971 | $4.1M |
| Insight 2811, Inc. | 1.90% | Reduce -15.2% | 79,287 | $4.0M |
| Auour Investments LLC | 1.38% | Reduce -1.7% | 79,147 | $4.0M |
| Hayek Kallen Investment Management | 1.35% | Add +0.8% | 78,070 | $4.0M |
| Hershey Financial Advisers, LLC | 3.53% | — | 77,867 | $3.9M |
| Paragon Private Wealth Management, LLC | 1.56% | Add +10.3% | 77,476 | $3.9M |
| Farther Finance Advisors, LLC | 0.08% | Add +81.1% | 76,753 | $3.9M |
| John W. Brooker & Co., CPAs | 9.10% | Reduce -79.4% | 76,875 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +10.5% | 75,979 | $3.9M |
| GK Wealth Management LLC | 3.82% | Reduce -16.3% | 75,850 | $3.8M |
| ProVise Management Group, LLC | 0.30% | Reduce -15.8% | 75,513 | $3.8M |
| Richard P Slaughter Associates Inc | 0.78% | Add +5.5% | 75,078 | $3.8M |
| ZEGA Investments, LLC | 0.95% | Add +12.1% | 74,979 | $3.8M |
| Woodside Wealth Management LLC | 3.26% | Add +8.3% | 74,760 | $3.8M |
| FAS Wealth Partners, Inc. | 0.28% | Add +16.1% | 74,448 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +29.2% | 74,052 | $3.8M |
| Brooks, Moore & Associates, Inc. | 2.02% | Add +38.3% | 73,782 | $3.7M |
| Westside Investment Management, Inc. | 0.69% | Reduce -16.8% | 73,618 | $3.7M |
| GAMCO Investors | 0.04% | New | 73,165 | $3.7M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -37.0% | 72,999 | $3.7M |
| Lee, Kelleher & Klein Wealth Management | 2.45% | Add +5.9% | 72,882 | $3.7M |
| Kensington Asset Management, LLC | 0.28% | New | 72,857 | $3.7M |
| Gallacher Capital Management LLC | 1.70% | Add +6.8% | 72,462 | $3.7M |
| Vienna Asset Management LLC | 2.50% | Reduce -3.2% | 71,532 | $3.6M |
| Nicholson Meyer Capital Management, Inc. | 3.06% | Add +4.1% | 71,331 | $3.6M |
| Novem Group | 0.46% | Add +2.5% | 70,832 | $3.6M |
| Essex LLC | 0.70% | Reduce -4.0% | 70,631 | $3.6M |
| Golden State Wealth Management, LLC | 0.43% | Add +57.2% | 69,748 | $3.5M |
| Keystone Financial Services, LLC | 2.68% | Add +4.7% | 69,577 | $3.5M |
| Mayfair Advisory Group, LLC | 1.64% | Reduce -8.5% | 68,715 | $3.5M |
| Nvwm, LLC | 0.84% | Add +70.5% | 68,452 | $3.5M |
| Principal Securities, Inc. | 0.07% | Reduce -3.6% | 68,419 | $3.5M |
| SP Asset Management LLC | 0.29% | Reduce -0.3% | 68,182 | $3.5M |
| Novare Capital Management LLC | 0.28% | Add +30.8% | 68,148 | $3.5M |
| Stone Summit Wealth LLC | 1.06% | Add +56.8% | 67,801 | $3.4M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -5.8% | 67,504 | $3.4M |
| Sargent Investment Group, LLC | 0.46% | Reduce -6.3% | 66,647 | $3.4M |
| MBA Advisors LLC | 1.54% | Add +7.0% | 65,861 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -33.3% | 65,794 | $3.3M |
| Bank of Montreal | 0.00% | Reduce -7.0% | 65,766 | $3.3M |
| Midwestern Financial, LLC | 3.11% | — | 65,491 | $3.3M |
| Eagle Harbor Asset Management Inc. | 3.18% | Reduce -5.5% | 65,018 | $3.3M |
| Clear Point Advisors Inc. | 2.76% | Add +3.1% | 64,613 | $3.3M |
| Promethium Advisors,llc | 1.99% | Add +8.5% | 64,560 | $3.3M |
| Boston Family Office LLC | 0.22% | Reduce -14.2% | 64,313 | $3.3M |
| Compass Financial Group, Inc. | 1.63% | Reduce -0.3% | 64,271 | $3.3M |
| Transcendent Capital Group LLC | 1.67% | Reduce -10.5% | 64,235 | $3.3M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +1.4% | 63,678 | $3.2M |
| Walkner Condon Financial Advisors LLC | 0.59% | Add +12.6% | 63,668 | $3.2M |
| Webster Bank, N. A. | 0.33% | Reduce -48.5% | 63,571 | $3.2M |
| Midland Wealth Advisors, LLC | 0.18% | Add +6.3% | 63,364 | $3.2M |
| Howard Financial Services, LTD. | 0.42% | Reduce -19.5% | 62,870 | $3.2M |
| Capital Management Corp. | 0.54% | Add +8.6% | 62,672 | $3.2M |
| Greenbush Financial Group, LLC | 1.38% | Add +3.6% | 62,599 | $3.2M |
| Adamsbrown Wealth Consultants LLC | 0.92% | Add +37.5% | 62,414 | $3.2M |
| Hixon Zuercher, LLC | 1.02% | Add +5.5% | 62,340 | $3.2M |
| Certified Advisory Corp | 0.33% | Add +1.0% | 62,120 | $3.1M |
| Arrowroot Family Office, LLC | 1.40% | — | 61,539 | $3.1M |
| Endowment Wealth Management, Inc. | 1.60% | Add +12.1% | 61,385 | $3.1M |
| Quattro Financial Advisors LLC | 1.09% | Reduce -1.1% | 61,283 | $3.1M |
| BayBridge Capital Group, LLC | 1.99% | Reduce -2.3% | 61,184 | $3.1M |
| FRG Family Wealth Advisors LLC | 0.54% | Add +8.7% | 61,005 | $3.1M |
| Main Street Financial Solutions, LLC | 0.22% | Reduce -5.0% | 60,759 | $3.1M |
| Integrated Advisors Network LLC | 0.14% | Add +43.0% | 60,152 | $3.0M |
| Badgley Phelps Wealth Managers, LLC | 0.07% | Reduce -92.7% | 59,649 | $3.0M |
| Regatta Capital Group, LLC | 0.52% | Reduce -2.8% | 59,591 | $3.0M |
| Dean, Jacobson Financial Services, LLC | 2.32% | Add +95.9% | 59,146 | $3.0M |
| Valley National Advisers Inc. | 0.49% | Reduce -2.2% | 58,822 | $3.0M |
| International Assets Investment Management, LLC | 0.24% | Add +20.3% | 58,755 | $3.0M |
| West Michigan Advisors, LLC | 0.84% | Add +0.9% | 58,668 | $3.0M |
| GatePass Capital, LLC | 1.97% | Add +54.2% | 57,759 | $2.9M |
| Procyon Advisors, LLC | 0.28% | Reduce -11.0% | 57,643 | $2.9M |
| PFG Investments, LLC | 0.17% | Add +8.9% | 56,932 | $2.9M |
| Eagle Bluffs Wealth Management LLC | 1.37% | Reduce -3.7% | 56,708 | $2.9M |
| Galvin, Gaustad & Stein, LLC | 0.25% | Add +24.3% | 56,548 | $2.9M |
| Bolthouse Investments, LLC | 2.82% | Reduce -18.1% | 56,198 | $2.8M |
| First National Trust Co | 0.11% | Add +52.8% | 56,160 | $2.8M |
| Running Point Capital Advisors, LLC | 0.78% | Add +4.6% | 55,875 | $2.8M |
| Colonial Trust Co / SC | 0.41% | Reduce -5.0% | 55,870 | $2.8M |
| First Hawaiian Bank | 0.38% | No change | 55,342 | $2.8M |
| Blueprint Investment Partners LLC | 0.49% | Add +204.0% | 55,026 | $2.8M |
| Blueprint Financial Advisors LLC | 0.88% | Add +162.4% | 54,220 | $2.7M |
| Vise Technologies, Inc. | 0.11% | — | 54,068 | $2.7M |
| Klingman & Associates, LLC | 0.15% | Reduce -6.1% | 53,910 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.62% | Add +2.8% | 53,903 | $2.7M |
| Canvas Wealth Advisors, LLC | 0.54% | Add +1.1% | 53,819 | $2.7M |
| Sage Rhino Capital LLC | 0.57% | Reduce -15.4% | 53,579 | $2.7M |
| Focus Financial Network, Inc. | 0.11% | Add +49.6% | 52,953 | $2.7M |
| Barnes Wealth Management Group, Inc | 1.58% | Add +4.5% | 52,809 | $2.7M |
| AllSquare Wealth Management LLC | 1.50% | Add +8.2% | 52,700 | $2.7M |
| Castleview Partners, LLC | 1.71% | Add +21.9% | 52,358 | $2.7M |
| Intrua Financial, LLC | 0.38% | Reduce -22.4% | 52,015 | $2.6M |
| Holderness Investments Co. | 0.56% | Add +13.5% | 51,730 | $2.6M |
| Independent Solutions Wealth Management, LLC | 0.51% | Add +9.5% | 51,682 | $2.6M |
| Safeguard Investment Advisory Group, LLC | 0.65% | Add +253.7% | 51,518 | $2.6M |
| BancFirst Trust & Investment Management | 1.21% | New | 51,376 | $2.6M |
| Mullaney, Keating & Wright, Inc. | 1.69% | Add +98.4% | 51,025 | $2.6M |
| Strategies Wealth Advisors, LLC | 0.28% | Add +219.5% | 50,404 | $2.6M |
| Sheets Smith Wealth Management | 0.30% | Add +4.7% | 50,387 | $2.6M |
| Nikulski Financial, Inc. | 0.69% | Add +3.5% | 49,842 | $2.5M |
| Nottingham Advisors, Inc. | 0.37% | Reduce -19.1% | 49,710 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 49,508 | $2.5M |
| Sage Advisory Services, Ltd.Co. | 1.36% | Reduce -0.3% | 49,325 | $2.5M |
| Salem Investment Counselors Inc. | 0.08% | Add +2.8% | 49,260 | $2.5M |
| Old Port Advisors | 0.68% | Reduce -2.6% | 48,876 | $2.5M |
| Sunburst Financial Group, LLC | 0.55% | Reduce -0.3% | 48,320 | $2.4M |
| Greenwich Wealth Management LLC | 0.12% | Reduce -23.6% | 48,197 | $2.4M |
| Wealthgarden F.S. LLC | 2.02% | Add +14.2% | 48,139 | $2.4M |
| Financial Perspectives, Inc | 0.73% | Reduce -10.1% | 47,794 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.90% | Add +2.7% | 47,780 | $2.4M |
| First Citizens Financial Corp | 1.32% | Reduce -30.9% | 47,248 | $2.4M |
| Acorn Wealth Advisors, LLC | 0.89% | Reduce -9.1% | 47,154 | $2.4M |
| First Foundation Advisors | 0.09% | Reduce -0.7% | 47,033 | $2.4M |
| M Holdings Securities, Inc. | 0.41% | Add +7.4% | 47,009 | $2.4M |
| Guardian Wealth Advisors, LLC | 1.40% | Add +8.0% | 46,807 | $2.4M |
| TFO Wealth Partners, LLC | 0.41% | New | 46,442 | $2.4M |
| Garden State Investment Advisory Services LLC | 0.63% | Reduce -43.7% | 46,218 | $2.3M |
| Authentikos Wealth Advisory, LLC | 1.62% | Add +88.3% | 45,904 | $2.3M |
| Wealthfront Advisers LLC | 0.01% | Add +14.0% | 45,693 | $2.3M |
| Townsquare Capital LLC | 0.22% | Reduce -98.1% | 45,541 | $2.3M |
| Wealthedge Investment Advisors, LLC | 0.96% | Reduce -2.6% | 45,433 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.2% | 45,334 | $2.3M |
| Midwest Financial Network, LLC | 2.27% | Add +5.6% | 45,162 | $2.3M |
| Delos Wealth Advisors, LLC | 1.79% | Reduce -5.6% | 45,130 | $2.3M |
| Wedbush Securities Inc. | 0.08% | Add +70.4% | 45,064 | $2.3M |
| Cambridge Advisors Inc. | 0.48% | Reduce -0.8% | 44,863 | $2.3M |
| Sage Financial Group Inc. | 0.17% | Add +3.2% | 44,708 | $2.3M |
| Whalen Wealth Management Inc. | 1.42% | New | 44,576 | $2.3M |
| Saxony Capital Management, LLC | 1.72% | Add +1.9% | 44,290 | $2.2M |
| Ironwood Investment Counsel, LLC | 0.35% | Reduce -42.1% | 44,272 | $2.2M |
| StoneCrest Wealth Management, Inc. | 1.06% | Add +22.3% | 43,889 | $2.2M |
| Rialto Wealth Management, LLC | 0.62% | Reduce -14.6% | 43,551 | $2.2M |
| Fermata Advisors, LLC | 0.59% | Add +1.2% | 43,468 | $2.2M |
| Western Wealth Management, LLC | 0.13% | Add +10.5% | 43,316 | $2.2M |
| SVB Wealth LLC | 0.12% | Reduce -44.5% | 43,140 | $2.2M |
| Cary Street Partners Financial LLC | 0.06% | Add +37.5% | 42,723 | $2.2M |
| OneAscent Wealth Management LLC | 0.79% | Add +17.6% | 42,432 | $2.1M |
| B & T Capital Management DBA Alpha Capital Management | 0.37% | Reduce -10.7% | 42,100 | $2.1M |
| Ballentine Capital Advisors, Inc | 1.01% | Add +59.9% | 41,852 | $2.1M |
| CoreCap Advisors, LLC | 0.08% | Reduce -73.2% | 41,609 | $2.1M |
| Pennsylvania Capital Management Inc. | 0.67% | Add +6.9% | 41,408 | $2.1M |
| Oxbow Advisors, LLC | 0.23% | Add +15.7% | 41,317 | $2.1M |
| Creative Planning | 0.00% | Reduce -47.0% | 41,124 | $2.1M |
| Thompson Davis & Co., Inc. | 1.42% | Add +46.9% | 40,999 | $2.1M |
| Rise Advisors, LLC | 0.82% | Add +7.5% | 40,909 | $2.1M |
| AQR Capital Management | 0.00% | Add +8.2% | 40,893 | $2.1M |
| BLB&B Advisors, LLC | 0.10% | Add +32.3% | 40,761 | $2.1M |
| Rahlfs Capital, LLC | 1.89% | New | 40,675 | $2.1M |
| CFO4Life Group, LLC | 0.32% | Reduce -13.7% | 40,426 | $2.0M |
| Perennial Investment Advisors, LLC | 0.20% | Reduce -1.3% | 40,374 | $2.0M |
| Fortitude Family Office, LLC | 0.67% | Reduce -31.4% | 40,089 | $2.0M |
| Deseret Mutual Benefit Administrators | 0.95% | Add +102.5% | 40,088 | $2.0M |
| Arkadios Wealth Advisors | 0.06% | Reduce -11.7% | 39,899 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.16% | — | 39,575 | $2.0M |
| Arcus Capital Partners, LLC | 0.87% | Reduce -82.4% | 39,530 | $2.0M |
| Cozad Asset Management Inc. | 0.17% | Reduce -1.4% | 39,498 | $2.0M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -24.9% | 39,257 | $2.0M |
| Roble, Belko & Company, Inc | 0.29% | Add +4.5% | 39,221 | $2.0M |
| Leo Wealth, LLC | 0.15% | New | 38,648 | $2.0M |
| Money Concepts Capital Corp. | 0.13% | Add +33.5% | 38,630 | $2.0M |
| Entruity Wealth, LLC | 1.66% | Add +23.6% | 38,589 | $2.0M |
| Two Sigma Securities, LLC | 0.24% | Reduce -71.1% | 37,982 | $1.9M |
| MSH Capital Advisors LLC | 0.55% | Add +36.0% | 37,980 | $1.9M |
| Asset Allocation Strategies LLC | 0.42% | Add +75.9% | 37,381 | $1.9M |
| Red Mountain Financial, LLC | 2.10% | Add +8.5% | 37,245 | $1.9M |
| Essex Bank | 0.45% | Add +16.9% | 37,036 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | New | 36,330 | $1.8M |
| JNBA Financial Advisors | 0.18% | Reduce -5.2% | 36,139 | $1.8M |
| Lifeworks Advisors, LLC | 0.27% | Reduce -4.0% | 36,123 | $1.8M |
| Ascentis Independent Advisors | 0.34% | Add +20.1% | 36,062 | $1.8M |
| US Bancorp \de | 0.00% | Add +104.2% | 36,000 | $1.8M |
| Texas Yale Capital Corp. | 0.06% | Reduce -80.0% | 35,966 | $1.8M |
| Fca Corp. | 0.55% | Add +5.4% | 35,961 | $1.8M |
| Americana Partners, LLC | 0.06% | Add +14.2% | 35,913 | $1.8M |
| Carter Financial Group, INC. | 1.17% | — | 35,448 | $1.8M |
| Sovereign Financial Group, Inc. | 0.37% | Reduce -5.4% | 35,431 | $1.8M |
| Vista Cima Wealth Management LLC | 1.67% | Add +0.7% | 35,216 | $1.8M |
| Moneco Advisors, LLC | 0.17% | Reduce -0.8% | 35,207 | $1.8M |
| Auxano Advisors, LLC | 0.42% | Add +4.5% | 35,123 | $1.8M |
| Asio Capital, LLC | 0.30% | New | 35,000 | $1.8M |
| Compound Planning, Inc. | 0.07% | Add +87.8% | 34,891 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.27% | Reduce -15.9% | 34,546 | $1.8M |
| Slow Capital, Inc. | 0.21% | New | 34,533 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +14.3% | 33,283 | $1.7M |
| Yarger Wealth Strategies, LLC | 0.88% | Add +22.7% | 33,184 | $1.7M |
| TriaGen Wealth Management LLC | 0.51% | Add +43.5% | 32,984 | $1.7M |
| Foster & Motley Inc. | 0.10% | Reduce -35.2% | 32,487 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.39% | Reduce -1.3% | 32,148 | $1.6M |
| Financial Advocates Investment Management | 0.13% | Reduce -20.0% | 32,063 | $1.6M |
| Aries Wealth Management | 0.42% | Reduce -2.4% | 31,950 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +2.5% | 31,815 | $1.6M |
| PDS Planning, Inc | 0.12% | Add +13.2% | 31,814 | $1.6M |
| Summit Place Financial Advisors, LLC | 0.81% | Add +72.9% | 31,668 | $1.6M |
| 5T Wealth, LLC | 0.82% | Reduce -42.1% | 31,646 | $1.6M |
| Siligmueller & Norvid Wealth Advisors LLC | 0.62% | Add +1.0% | 31,618 | $1.6M |
| Dunhill Financial, LLC | 0.46% | Add +330.2% | 31,331 | $1.6M |
| Greenberg Financial Group | 0.59% | Add +2.4% | 31,372 | $1.6M |
| Integrated Investment Consultants, LLC | 0.31% | Add +407.2% | 31,140 | $1.6M |
| Edge Financial Advisors LLC | 0.83% | Add +24.9% | 31,141 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 31,000 | $1.6M |
| Medallion Wealth Advisors, LLC | 0.61% | Add +18.2% | 31,101 | $1.6M |
| Freedom Financial Partners LLC | 0.66% | Add +1.6% | 30,834 | $1.6M |
| CX Institutional | 0.05% | Reduce -17.1% | 30,759 | $1.6M |
| Fiduciary Trust Co | 0.02% | Reduce -5.7% | 30,551 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +71.7% | 30,110 | $1.5M |
| Horizon Financial Services, LLC | 0.81% | Reduce -16.9% | 30,071 | $1.5M |
| Maple Capital Management, Inc. | 0.10% | Reduce -8.0% | 29,491 | $1.5M |
| Seamount Financial Group Inc. | 0.77% | Add +38.2% | 29,378 | $1.5M |
| Cottage Street Advisors LLC | 0.77% | Add +147.7% | 29,351 | $1.5M |
| Wallace Advisory Group, LLC | 1.08% | Reduce -0.5% | 29,358 | $1.5M |
| Bell Bank | 0.07% | Reduce -0.5% | 29,249 | $1.5M |
| NewSquare Capital LLC | 0.11% | Add +19.5% | 28,950 | $1.5M |
| Fortress Wealth Management, Inc. | 0.71% | Reduce -0.4% | 28,894 | $1.5M |
| Arax Advisory Partners | 0.07% | Reduce -92.5% | 28,837 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +0.0% | 28,476 | $1.4M |
| Martin Worley Group | 0.70% | Add +12.6% | 28,374 | $1.4M |
| UMB Bank, n.a. | 0.02% | Reduce -19.0% | 28,291 | $1.4M |
| Millennium Management | 0.00% | Reduce -88.7% | 28,148 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.35% | Add +1.8% | 28,128 | $1.4M |
| Blue Chip Partners, LLC | 0.12% | Reduce -23.8% | 28,076 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.20% | Reduce -0.3% | 28,075 | $1.4M |
| Family Manage LLC | 0.21% | Reduce -5.7% | 27,882 | $1.4M |
| Continuum Advisory, LLC | 0.17% | Reduce -6.7% | 27,781 | $1.4M |
| McBroom & Associates, LLC | 0.80% | No change | 27,765 | $1.4M |
| Bank of Hawaii | 0.07% | Reduce -36.0% | 27,590 | $1.4M |
| Brady Family Wealth, LLC | 0.43% | Add +3.9% | 27,520 | $1.4M |
| Mission Wealth Management, LP | 0.03% | Add +42.6% | 27,493 | $1.4M |
| Guidance Capital, Inc. | 0.40% | Reduce -7.9% | 27,406 | $1.4M |
| IMS Capital Management | 0.64% | Add +17.5% | 26,877 | $1.4M |
| PCG Asset Management, LLC | 1.16% | Add +12.1% | 26,575 | $1.3M |
| Parsons Capital Management Inc. | 0.08% | Add +2.2% | 26,565 | $1.3M |
| Mma Asset Management LLC | 0.52% | Reduce -30.2% | 26,516 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -37.7% | 26,458 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.17% | Add +33.6% | 26,404 | $1.3M |
| Confluence Wealth Services, Inc. | 0.07% | Add +19.8% | 26,319 | $1.3M |
| Aspen Wealth Strategies, LLC | 0.80% | Add +58.6% | 26,125 | $1.3M |
| Vista Investment Management | 0.48% | Add +4.0% | 25,733 | $1.3M |
| Inspire Advisors, LLC | 0.14% | Reduce -29.2% | 25,726 | $1.3M |
| Retirement Capital Strategies | 0.52% | New | 25,706 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Add +27.8% | 25,341 | $1.3M |
| Private Trust Co. NA | 0.12% | Reduce -12.5% | 25,296 | $1.3M |
| Tarbox Family Office, Inc. | 0.19% | Reduce -16.1% | 25,258 | $1.3M |
| Consolidated Portfolio Review Corp | 0.17% | New | 24,784 | $1.3M |
| First Heartland Consultants, Inc. | 0.11% | Add +9.3% | 24,719 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.10% | Reduce -36.0% | 24,647 | $1.2M |
| Shore Point Advisors, LLC | 0.60% | Add +0.7% | 24,551 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +19.1% | 24,495 | $1.2M |
| Traynor Capital Management, Inc. | 0.09% | New | 24,401 | $1.2M |
| LifeWealth Investments, LLC | 0.44% | Reduce -3.4% | 24,109 | $1.2M |
| Woodmont Investment Counsel LLC | 0.08% | Add +175.5% | 24,001 | $1.2M |
| FourThought Financial Partners, LLC | 0.12% | Reduce -14.9% | 23,948 | $1.2M |
| Marino, Stram & Associates LLC | 0.24% | Add +62.0% | 23,842 | $1.2M |
| TPG Financial Advisors, LLC | 0.48% | Reduce -0.6% | 23,821 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -80.3% | 23,746 | $1.2M |
| WealthTrak Capital Management LLC | 0.99% | Reduce -2.5% | 23,323 | $1.2M |
| Lake Street Private Wealth, LLC | 0.17% | Add +29.0% | 22,976 | $1.2M |
| Laraway Financial Advisors Inc | 0.88% | Reduce -1.7% | 22,880 | $1.2M |
| Fragasso Financial Advisors Inc | 0.08% | Add +7.3% | 22,698 | $1.2M |
| OneAscent Financial Services LLC | 0.08% | Add +48.5% | 22,773 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.26% | Add +2.4% | 22,488 | $1.1M |
| Latitude Advisors, LLC | 0.57% | Reduce -5.5% | 22,388 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Add +104.4% | 22,388 | $1.1M |
| ACT Advisors, LLC. | 0.52% | Reduce -10.3% | 22,232 | $1.1M |
| Park Avenue Securities LLC | 0.01% | New | 22,151 | $1.1M |
| Nelson Capital Management, LLC | 0.15% | Reduce -0.0% | 21,941 | $1.1M |
| L & S Advisors Inc | 0.13% | New | 21,917 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -75.8% | 21,843 | $1.1M |
| Daner Wealth Management, LLC | 0.76% | — | 21,649 | $1.1M |
| Petix & Botte Co | 0.27% | Reduce -8.2% | 21,593 | $1.1M |
| Petredis Investment Advisors LLC | 0.09% | New | 21,067 | $1.1M |
| Nepsis Inc. | 0.30% | Reduce -54.7% | 21,057 | $1.1M |
| Boyum Wealth Architects LLC | 0.79% | Reduce -27.1% | 21,051 | $1.1M |
| Lineweaver Wealth Advisors, LLC | 0.17% | New | 20,850 | $1.1M |
| Hicks Capital Management LLC | 1.67% | Reduce -3.2% | 20,779 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.03% | Add +42.5% | 20,472 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.24% | Reduce -68.3% | 20,428 | $1.0M |
| SBI Securities Co., Ltd. | 0.03% | Add +18.6% | 20,295 | $1.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.23% | Add +29.8% | 20,252 | $1.0M |
| Private Client Services, LLC | 0.40% | New | 20,244 | $1.0M |
| Next Capital Management LLC | 0.38% | Reduce -48.4% | 20,185 | $1.0M |
| Smart Portfolios, LLC | 1.02% | Reduce -2.3% | 20,053 | $1.0M |
| Delta Investment Management, LLC | 0.19% | Add +19.9% | 19,855 | $1.0M |
| Childress Capital Advisors, LLC | 0.25% | Reduce -30.9% | 19,822 | $1.0M |
| Birch Capital Management, LLC | 0.51% | Reduce -2.9% | 19,774 | $1.0M |
| Continuum Wealth Advisors, LLC | 0.48% | Reduce -3.0% | 19,756 | $1.0M |
| VestGen Advisors, LLC | 0.04% | Add +68.0% | 19,771 | $1.0M |
| CGN Advisors LLC | 0.09% | Add +7.2% | 19,638 | $995K |
| Mosaic Financial Group, LLC | 0.76% | Reduce -12.8% | 19,558 | $991K |
| Graypoint LLC | 0.06% | Add +10.3% | 19,526 | $990K |
| GPS Wealth Strategies Group, LLC | 0.11% | Add +97.3% | 19,337 | $980K |
| VeraBank, N.A. | 0.20% | New | 19,195 | $973K |
| Whipplewood Advisors, LLC | 0.53% | Reduce -67.1% | 18,986 | $962K |
| National Wealth Management Group, LLC | 0.54% | Add +34.7% | 18,932 | $959K |
| AIFG Consultants Ltd. | 1.84% | Add +10.2% | 18,611 | $943K |
| International Private Wealth Advisors LLC | 0.79% | Reduce -5.2% | 18,228 | $924K |
| Acima Private Wealth, LLC | 0.31% | Add +27.9% | 18,178 | $921K |
| Fiduciary Alliance LLC | 0.07% | Add +18.4% | 18,130 | $919K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -44.5% | 18,103 | $917K |
| Sunpointe, LLC | 0.36% | Add +6.4% | 18,082 | $916K |
| CAP Partners, LLC | 0.57% | Reduce -4.6% | 18,013 | $913K |
| Park Place Capital Corp | 0.21% | New | 18,003 | $909K |
| Realta Investment Advisors | 0.36% | Add +21.0% | 17,732 | $899K |
| Family Capital Trust Co | 0.31% | No change | 17,691 | $897K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -37.8% | 17,624 | $892K |
| Patten & Patten Inc. | 0.06% | No change | 17,597 | $892K |
| Narus Financial Partners, LLC | 0.28% | Reduce -22.5% | 17,482 | $886K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.9% | 17,477 | $886K |
| Key Client Fiduciary Advisors, LLC | 0.36% | No change | 17,471 | $885K |
| Smartleaf Asset Management LLC | 0.08% | Reduce -36.6% | 17,417 | $882K |
| Kovack Advisors, Inc. | 0.09% | Add +96.9% | 17,406 | $882K |
| Coordinated Financial Services, Inc. | 0.62% | — | 17,400 | $882K |
| Brueske Advisory Services, LLC | 0.59% | Add +9.3% | 17,129 | $868K |
| LVZ, Inc. | 0.10% | Reduce -8.7% | 17,098 | $867K |
| Keel Point, LLC | 0.06% | Add +1.4% | 17,002 | $862K |
| Lodestar Private Asset Management LLC | 0.10% | Add +57.5% | 17,001 | $862K |
| Waldron Private Wealth LLC | 0.04% | Reduce -3.4% | 16,884 | $856K |
| Parallel Advisors, LLC | 0.02% | Add +2.9% | 16,838 | $853K |
| Live Oak Investment Partners | 0.65% | Reduce -0.9% | 16,746 | $849K |
| Gibbs Wealth Management | 0.16% | Reduce -84.3% | 16,690 | $846K |
| World Investment Advisors | 0.02% | Reduce -78.5% | 16,536 | $838K |
| Stratos Investment Management, LLC | 0.04% | Add +11.5% | 16,505 | $836K |
| PFG Advisors | 0.04% | New | 16,498 | $836K |
| Global Strategic Investment Solutions, LLC | 0.09% | Reduce -2.7% | 16,321 | $827K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.5% | 16,229 | $822K |
| Regal Investment Advisors LLC | 0.06% | Reduce -12.3% | 16,224 | $822K |
| Affiance Financial, LLC | 0.17% | Reduce -1.4% | 16,202 | $821K |
| Lunt Capital Management, Inc. | 0.31% | Reduce -2.4% | 16,149 | $818K |
| Core Wealth Advisors, Inc. | 0.24% | No change | 16,139 | $818K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -25.1% | 16,138 | $818K |
| Financial Futures Ltd Liability Co. | 0.43% | New | 16,006 | $811K |
| Comprehensive Money Management Services LLC | 0.62% | Add +60.0% | 16,000 | $811K |
| Eagle Rock Investment Company, LLC | 0.13% | No change | 15,983 | $810K |
| HORAN Wealth, LLC | 0.25% | — | 15,859 | $804K |
| Total Clarity Wealth Management, Inc. | 0.23% | Add +41.4% | 15,820 | $802K |
| Everstar Asset Management, LLC | 0.49% | Add +42.2% | 15,746 | $798K |
| Sowa Financial Group, Inc. | 0.49% | New | 15,473 | $784K |
| Market Street Wealth Management Advisors LLC | 0.13% | Reduce -38.3% | 15,401 | $781K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +3.9% | 15,384 | $780K |
| Northwest Capital Management Inc | 0.42% | Reduce -13.2% | 15,226 | $772K |
| Prairie Wealth Advisors, Inc. | 0.33% | Reduce -6.0% | 15,179 | $769K |
| Resurgent Financial Advisors LLC | 0.42% | Add +24.6% | 15,090 | $765K |
| Caliber Wealth Management, LLC / KS | 0.08% | Reduce -8.3% | 15,031 | $762K |
| Smith Anglin Financial, LLC | 0.07% | Reduce -21.6% | 15,011 | $761K |
| Lighthouse Wealth Management Inc. | 0.66% | Add +26.6% | 14,979 | $759K |
| Princeton Global Asset Management LLC | 0.14% | Add +0.0% | 14,878 | $754K |
| Colonial River Investments, LLC | 0.32% | Add +59.1% | 14,752 | $745K |
| Roman Butler Fullerton & Co. | 0.22% | Reduce -5.9% | 14,639 | $741K |
| Condor Capital Management | 0.06% | Add +0.9% | 14,376 | $729K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -15.8% | 14,283 | $724K |
| Argent Trust Co | 0.03% | Add +0.8% | 14,276 | $724K |
| Channel Wealth LLC | 0.20% | Reduce -30.5% | 14,209 | $720K |
| Consultiva Wealth Management, Corp. | 2.22% | Add +27.9% | 14,170 | $718K |
| Catalyst Private Wealth, LLC | 0.32% | No change | 14,087 | $714K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +3.3% | 13,984 | $709K |
| Lifestyle Asset Management, Inc. | 0.32% | Reduce -12.2% | 13,667 | $693K |
| Dudley Capital Management, LLC | 0.34% | Add +26.3% | 13,536 | $686K |
| Investment Partners Asset Management, Inc. | 0.48% | Add +5.0% | 13,491 | $684K |
| LVW Advisors, LLC | 0.08% | New | 13,366 | $677K |
| Firestone Capital Management | 0.16% | Reduce -20.2% | 13,342 | $676K |
| Csenge Advisory Group | 0.04% | Reduce -75.7% | 13,344 | $675K |
| Keystone Wealth Services, LLC | 0.16% | New | 13,161 | $667K |
| Cahill Financial Advisors Inc. | 0.08% | Add +53.5% | 12,962 | $657K |
| Royal Harbor Partners, LLC | 0.24% | Reduce -86.8% | 12,936 | $656K |
| Investment Planning Advisors, Inc. | 0.23% | Add +54.7% | 12,924 | $655K |
| JDM Financial Group LLC | 0.31% | Reduce -19.2% | 12,873 | $652K |
| Access Financial Services, Inc. | 0.24% | Add +1.1% | 12,776 | $647K |
| Redmont Wealth Advisors LLC | 0.95% | Add +68.1% | 12,755 | $646K |
| Revisor Wealth Management LLC | 0.23% | Add +145.0% | 12,757 | $644K |
| Portside Wealth Group, LLC | 0.09% | Reduce -96.9% | 12,622 | $640K |
| Detalus Advisors, LLC | 0.19% | Reduce -11.3% | 12,620 | $640K |
| Belpointe Asset Management LLC | 0.03% | Add +69.5% | 12,556 | $636K |
| Byrne Financial Freedom, LLC | 0.32% | Reduce -21.3% | 12,513 | $634K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +8.7% | 12,511 | $634K |
| Redwood Financial Network Corp | 0.42% | Add +5.8% | 12,375 | $627K |
| SPC Financial, Inc. | 0.05% | Reduce -8.3% | 12,262 | $621K |
| Chapin Davis, Inc. | 0.17% | No change | 12,095 | $613K |
| Forbes J M & Co. LLP | 0.06% | Add +148.5% | 12,003 | $608K |
| AGH Wealth Advisors, LLC | 0.50% | No change | 12,000 | $608K |
| Pallas Capital Advisors LLC | 0.02% | No change | 11,997 | $608K |
| Capital Planning Advisors, LLC | 0.09% | No change | 11,994 | $608K |
| Oxinas Partners, LLC | 0.31% | Reduce -1.7% | 11,888 | $602K |
| StoneX Group Inc. | 0.03% | Reduce -16.4% | 11,619 | $589K |
| Ehrlich Financial Group | 0.38% | New | 11,481 | $582K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -0.8% | 11,466 | $581K |
| Tobias Financial Advisors, Inc. | 0.10% | Add +0.6% | 11,359 | $576K |
| Sterling Investment Advisors, Ltd. | 0.13% | Reduce -8.8% | 11,350 | $575K |
| Root Financial Partners, LLC | 0.06% | Add +182.4% | 11,275 | $571K |
| Prossimo Advisors, LLC | 0.46% | No change | 11,248 | $570K |
| Retireful, LLC | 0.38% | Reduce -11.5% | 10,936 | $554K |
| Northstar Financial Companies, Inc. | 0.57% | Add +25.3% | 10,850 | $550K |
| Atticus Wealth Management, LLC | 0.15% | Add +10.4% | 10,797 | $547K |
| WealthShield Partners, LLC | 0.07% | Reduce -4.3% | 10,738 | $544K |
| Pinion Investment Advisors, LLC | 0.19% | Reduce -65.5% | 10,676 | $541K |
| Balboa Wealth Partners | 0.11% | No change | 10,633 | $539K |
| Steel Grove Capital Advisors, LLC | 0.06% | New | 10,569 | $536K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -3.5% | 10,300 | $522K |
| Alhambra Investment Management LLC | 0.26% | No change | 10,262 | $520K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -86.3% | 10,162 | $516K |
| Centurion Wealth Management LLC | 0.15% | Add +2.0% | 10,160 | $515K |
| Nordwand Advisors, LLC | 0.08% | New | 10,038 | $509K |
| MPWM Advisory Solutions, LLC | 0.32% | Reduce -2.2% | 10,023 | $508K |
| Generation Capital Management LLC | 0.40% | No change | 10,000 | $507K |
| Cadence Bank | 0.03% | No change | 9,993 | $506K |
| Five Oceans Advisors | 0.22% | Add +4.6% | 9,956 | $505K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -10.4% | 9,955 | $504K |
| SFE Investment Counsel | 0.09% | New | 9,907 | $502K |
| Agate Pass Investment Management, LLC | 0.21% | Add +0.9% | 9,902 | $502K |
| Inscription Capital, LLC | 0.07% | Add +81.1% | 9,879 | $501K |
| Orange Investment Advisors, Inc. | 0.05% | New | 9,864 | $500K |
| Kathleen S. Wright Associates Inc. | 0.19% | Add +2.3% | 9,811 | $497K |
| Wellment Financial | 0.63% | Reduce -0.2% | 9,732 | $493K |
| Brown Miller Wealth Management, LLC | 0.15% | Add +1.1% | 9,724 | $493K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -0.1% | 9,723 | $493K |
| West Wealth Group, LLC | 0.12% | New | 9,718 | $491K |
| Flagstar Securities, Inc. | 0.14% | Reduce -46.7% | 9,663 | $490K |
| Cannon Wealth Management Services, LLC | 0.40% | Reduce -0.7% | 9,628 | $488K |
| Regions Financial Corp. | 0.00% | Add +9.2% | 9,550 | $484K |
| Crux Wealth Advisors | 0.21% | Add +1.1% | 9,538 | $483K |
| Baker Ellis Asset Management LLC | 0.07% | Reduce -2.1% | 9,512 | $482K |
| Lee Financial Co | 0.07% | Add +10.5% | 9,459 | $479K |
| Cordgrass Capital Advisors, LLC | 0.13% | Add +1.9% | 9,409 | $477K |
| Journey Strategic Wealth LLC | 0.02% | No change | 9,407 | $477K |
| Verus Capital Partners, LLC | 0.04% | Reduce -21.5% | 9,374 | $475K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -79.1% | 9,334 | $473K |
| Masso Torrence Wealth Management Inc. | 0.22% | No change | 9,318 | $472K |
| Glenview Trust Co | 0.01% | Add +0.8% | 9,307 | $472K |
| Life Line Wealth Management LLC | 0.15% | Add +1.1% | 9,140 | $463K |
| Rovin Capital /Ut/ | 0.14% | Add +1.3% | 9,100 | $461K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -0.9% | 9,091 | $461K |
| WFA of San Diego, LLC | 0.34% | — | 8,992 | $456K |
| Lion Street Advisors, LLC | 0.14% | Add +41.1% | 8,935 | $453K |
| Arete Wealth Advisors, LLC | 0.03% | Add +80.4% | 8,910 | $452K |
| Jacobi Capital Management LLC | 0.03% | Reduce -13.7% | 8,896 | $451K |
| Curi Capital, LLC | 0.01% | Add +47.6% | 8,895 | $451K |
| Cibc World Market Inc. | 0.00% | Add +16.8% | 8,881 | $450K |
| Centerpoint Advisory Group | 0.39% | Reduce -14.9% | 8,839 | $448K |
| Kintra Wealth, LLC | 0.27% | Add +14.6% | 8,825 | $447K |
| Waterloo Capital, L.P. | 0.04% | No change | 8,691 | $440K |
| Millstone Evans Group, LLC | 0.30% | Add +170.3% | 8,685 | $440K |
| Pathstone Holdings, LLC | 0.00% | Reduce -47.8% | 8,672 | $439K |
| Moors & Cabot, Inc. | 0.02% | Add +19.5% | 8,603 | $436K |
| Pinnacle Financial Partners Inc | 0.01% | Add +222.6% | 8,598 | $436K |
| Keystone Financial Group | 0.04% | New | 8,556 | $434K |
| Prentice Wealth Management LLC | 0.11% | Add +115.0% | 8,541 | $433K |
| PMV Capital Advisers, LLC | 0.96% | Reduce -4.5% | 8,515 | $432K |
| Flow Traders U.S. LLC | 0.02% | Reduce -92.9% | 8,501 | $431K |
| Strategic Blueprint, LLC | 0.02% | Reduce -14.3% | 8,498 | $431K |
| Ethos Financial Group, LLC | 0.04% | Reduce -4.2% | 8,497 | $431K |
| WealthCare Investment Partners, LLC | 0.15% | Reduce -4.8% | 8,467 | $428K |
| Baker Tilly Wealth Management, LLC | 0.15% | Reduce -63.8% | 8,364 | $424K |
| Smith, Moore & Co. | 0.04% | Reduce -2.1% | 8,294 | $420K |
| Unique Wealth, LLC | 0.07% | Reduce -0.4% | 8,234 | $417K |
| Secured Retirement Advisors, LLC | 0.25% | Reduce -49.9% | 8,179 | $415K |
| Security Financial Services, INC. | 0.07% | Add +22.4% | 8,145 | $413K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.5% | 8,086 | $410K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -24.2% | 8,039 | $407K |
| Faithward Advisors, LLC | 0.06% | Add +12.1% | 8,030 | $407K |
| GEM Asset Management, LLC | 0.21% | Add +4.0% | 8,049 | $406K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -7.1% | 7,870 | $399K |
| Gimbal Financial | 0.24% | New | 7,862 | $398K |
| Mendel Money Management | 0.18% | No change | 7,860 | $398K |
| Balefire, LLC | 0.09% | Reduce -75.2% | 7,812 | $396K |
| Guerra Pan Advisors, LLC | 0.26% | Reduce -20.5% | 7,776 | $394K |
| Andrew Hill Investment Advisors, Inc. | 0.31% | Reduce -1.8% | 7,684 | $389K |
| Key Financial Inc | 0.08% | Add +10.7% | 7,683 | $389K |
| Emerald Advisors, LLC | 0.05% | Reduce -21.7% | 7,608 | $386K |
| XTX Topco Ltd | 0.02% | New | 7,576 | $384K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -6.1% | 7,557 | $383K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -82.3% | 7,529 | $382K |
| Capital Analysts, LLC | 0.01% | Add +52.7% | 7,457 | $378K |
| Gill Capital Partners, LLC | 0.12% | New | 7,458 | $378K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -2.0% | 7,454 | $378K |
| Fortis Group Advisors, LLC | 0.07% | Add +50.0% | 7,408 | $375K |
| Arbor Trust Wealth Advisors, LLC | 0.18% | New | 7,381 | $374K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +63.9% | 7,350 | $372K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -29.4% | 7,329 | $371K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 7,288 | $369K |
| BridgePort Financial Solutions, LLC | 0.12% | New | 7,278 | $369K |
| OneAscent Family Office, LLC | 0.35% | Reduce -18.7% | 7,228 | $366K |
| Mittelman Wealth Management | 0.30% | Reduce -20.8% | 7,060 | $358K |
| Idaho Trust Co | 0.13% | Add +8.8% | 7,056 | $358K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 6,896 | $349K |
| Summitry LLC | 0.02% | New | 6,890 | $349K |
| Larson Financial Group LLC | 0.01% | Add +8.4% | 6,882 | $349K |
| Moller Wealth Partners | 0.08% | New | 6,812 | $345K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +2.2% | 6,689 | $339K |
| Aull & Monroe Investment Management Corp | 0.18% | Reduce -2.9% | 6,684 | $339K |
| Stonehearth Capital Management, LLC | 0.14% | Reduce -0.9% | 6,681 | $339K |
| Albion Financial Group | 0.02% | No change | 6,670 | $338K |
| Flputnam Investment Management Co. | 0.01% | New | 6,610 | $335K |
| World Equity Group, Inc. | 0.09% | Reduce -55.9% | 6,607 | $335K |
| Slagle Financial, LLC | 0.13% | Add +18.0% | 6,602 | $335K |
| Turn8 Private Wealth Inc. | 0.24% | Add +1.1% | 6,592 | $334K |
| McIlrath & Eck, LLC | 0.04% | Add +11.1% | 6,573 | $333K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 6,565 | $333K |
| Twelve Points Wealth Management LLC | 0.09% | No change | 6,546 | $332K |
| Wills Financial Group LLC | 0.14% | New | 6,506 | $330K |
| Beta Wealth Group, Inc. | 0.12% | Add +61.3% | 6,480 | $328K |
| Ironvine Capital Partners, LLC | 0.03% | No change | 6,441 | $326K |
| Physician Wealth Advisors, Inc. | 0.05% | Reduce -19.6% | 6,385 | $324K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.4% | 6,378 | $323K |
| BostonPremier Wealth LLC | 0.18% | Add +0.8% | 6,305 | $320K |
| EPG Wealth Management LLC | 0.10% | Add +0.6% | 6,245 | $317K |
| Orion Capital Management LLC | 0.12% | Reduce -59.3% | 6,236 | $316K |
| One Degree Advisors Inc | 0.11% | Add +2.9% | 6,223 | $315K |
| Benchmark Financial Wealth Advisors, LLC | 0.10% | Add +1.1% | 6,118 | $310K |
| Brown Advisory Inc. | 0.00% | Add +7.6% | 6,113 | $310K |
| 2UniFi Bank | 0.17% | Reduce -17.2% | 6,071 | $308K |
| Haverford Trust Co | 0.00% | No change | 6,050 | $307K |
| Diversified Trust Co. | 0.01% | New | 6,045 | $306K |
| Gemmer Asset Management LLC | 0.03% | Reduce -14.9% | 6,000 | $304K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -93.7% | 5,971 | $303K |
| Three Seasons Wealth, LLC | 0.03% | Reduce -95.5% | 5,970 | $303K |
| SteelPeak Wealth, LLC | 0.01% | Add +46.0% | 5,949 | $301K |
| TABR Capital Management, LLC | 0.26% | New | 5,930 | $301K |
| Courier Capital LLC | 0.02% | New | 5,810 | $294K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +2.1% | 5,668 | $287K |
| NorthRock Partners, LLC | 0.01% | Add +74.4% | 5,623 | $285K |
| Empirical Asset Management, LLC | 0.09% | Add +0.0% | 5,592 | $283K |
| Master's Wealth Management Inc. | 0.13% | Add +1.3% | 5,563 | $282K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -36.1% | 5,554 | $281K |
| InTrack Investment Management Inc | 0.19% | Reduce -8.6% | 5,534 | $280K |
| Morey & Quinn Wealth Partners, LLC | 0.22% | No change | 5,486 | $278K |
| CWC Advisors, LLC. | 0.14% | Add +5.0% | 5,468 | $277K |
| Aurdan Capital Management, LLC | 0.09% | Add +20.1% | 5,437 | $276K |
| Evolution Wealth Management Inc. | 0.34% | — | 5,405 | $274K |
| Second Line Capital, LLC | 0.06% | Add +0.5% | 5,350 | $271K |
| NCM Capital Management, LLC | 0.11% | No change | 5,348 | $271K |
| Eagle Strategies LLC | 0.04% | New | 5,239 | $266K |
| Alpha Financial Partners LLC | 0.19% | Add +2.9% | 5,187 | $263K |
| Integrated Capital Management, LLC | 0.13% | Add +1.9% | 5,151 | $261K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -44.6% | 5,144 | $261K |
| Etesian Wealth Advisors, Inc. | 0.10% | Add +0.6% | 5,111 | $259K |
| Client First Investment Management LLC | 0.16% | Reduce -8.2% | 5,062 | $257K |
| Morris Financial Concepts, Inc. | 0.10% | No change | 5,011 | $254K |
| Future Financial Wealth Managment LLC | 0.17% | Reduce -89.0% | 5,000 | $253K |
| Wellington Shields Capital Management, LLC | 0.04% | Add +11.1% | 5,000 | $253K |
| Richards, Merrill & Peterson, Inc. | 0.12% | No change | 4,980 | $252K |
| Intellus Advisors LLC | 0.04% | Add +9.1% | 4,978 | $252K |
| K2 Financial Inc. | 0.22% | Reduce -1.7% | 4,979 | $252K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -7.2% | 4,963 | $252K |
| PFS Partners, LLC | 0.13% | No change | 4,961 | $251K |
| Vestor Capital, LLC | 0.02% | New | 812 | $251K |
| BCGM Wealth Management, LLC | 0.07% | Reduce -0.1% | 4,934 | $250K |
| BlackDiamond Wealth Management, LLC | 0.14% | Reduce -1.1% | 4,948 | $250K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 4,925 | $250K |
| Keybank National Association | 0.00% | No change | 4,900 | $248K |
| Berger Financial Group, Inc | 0.02% | Reduce -1.8% | 4,874 | $247K |
| Terril Brothers, Inc. | 0.09% | No change | 4,800 | $243K |
| Ascent Group, LLC | 0.01% | Add +16.2% | 4,781 | $242K |
| Trust Co | 0.03% | Reduce -0.0% | 4,756 | $241K |
| Precision Wealth Strategies, LLC | 0.08% | New | 4,746 | $241K |
| New Republic Capital, LLC | 0.08% | No change | 4,731 | $240K |
| American Money Management, LLC | 0.04% | Reduce -8.6% | 4,723 | $239K |
| LongView Wealth Management | 0.07% | New | 4,721 | $239K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -11.3% | 4,708 | $239K |
| Capital Insight Partners, LLC | 0.04% | No change | 4,696 | $238K |
| Stonebridge Financial Group, LLC | 0.02% | Add +22.1% | 4,670 | $237K |
| Accurate Wealth Management, LLC | 0.04% | Add +1.4% | 4,679 | $236K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $235K |
| Calton & Associates, Inc. | 0.04% | Reduce -36.9% | 4,605 | $233K |
| Fortis Capital Advisors, LLC | 0.04% | New | 4,603 | $233K |
| IVC Wealth Advisors LLC | 0.11% | New | 4,587 | $232K |
| Hickory Asset Management, Inc. | 0.19% | Reduce -22.1% | 4,585 | $232K |
| Debussy Capital Management LP | 0.03% | No change | 4,575 | $232K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -94.0% | 4,548 | $230K |
| IFG Advisors, LLC | 0.04% | Reduce -2.3% | 4,543 | $230K |
| BlackRock, Inc. | 0.00% | Reduce -99.5% | 4,501 | $228K |
| Avaii Wealth Management, LLC | 0.10% | Reduce -15.0% | 4,499 | $228K |
| Lantern Wealth Advisors, LLC | 0.14% | — | 4,495 | $228K |
| Fullcircle Wealth LLC | 0.08% | Reduce -85.4% | 4,419 | $223K |
| ETF Store, Inc. | 0.26% | Reduce -1.1% | 4,378 | $222K |
| Nicolet Advisory Services, LLC | 0.02% | New | 4,385 | $222K |
| Plan Group Financial, LLC | 0.07% | No change | 4,351 | $221K |
| Muirfield Wealth Advisors LLC | 0.17% | Add +7.1% | 4,326 | $219K |
| Hills Bank & Trust Co | 0.01% | No change | 4,252 | $215K |
| Intelligence Driven Advisers, LLC | 0.03% | Reduce -79.0% | 4,250 | $215K |
| SYM FINANCIAL Corp | 0.02% | Add +0.1% | 4,246 | $215K |
| TT Capital Management LLC | 0.17% | New | 4,224 | $214K |
| Sierra Ocean, LLC | 0.15% | New | 4,181 | $212K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $211K |
| Kraematon Investment Advisors, Inc. | 0.20% | Add +0.3% | 4,145 | $210K |
| Sunflower Bank, N.A. | 0.05% | No change | 4,115 | $209K |
| Tempus Wealth Planning, LLC | 0.05% | New | 4,114 | $208K |
| Sandy Cove Advisors, LLC | 0.08% | New | 4,105 | $208K |
| Florida Trust Wealth Management Co | 0.01% | No change | 4,100 | $208K |
| Kennedy Investment Group, Inc. | 0.09% | Add +1.1% | 4,034 | $204K |
| Integrity Wealth Advisors, Inc. | 0.14% | Reduce -32.5% | 4,002 | $203K |
| First Trust Advisors LP | 0.00% | New | 4,001 | $203K |
| Financial Alternatives, Inc | 0.13% | No change | 4,000 | $203K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $203K |
| Angeles Wealth Management, LLC | 0.01% | Reduce -16.3% | 4,000 | $203K |
| Capital Market Strategies LLC | 0.14% | No change | 3,971 | $201K |
| Winthrop Capital Management, LLC | 0.05% | Reduce -41.4% | 3,962 | $201K |
| First Horizon Advisors, Inc. | 0.01% | Add +7.2% | 3,965 | $201K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -5.3% | 3,959 | $201K |
| Fairway Wealth LLC | 0.06% | Reduce -5.0% | 3,775 | $191K |
| National Bank of Canada | 0.00% | Reduce -72.7% | 3,619 | $183K |
| Atwood & Palmer Inc. | 0.01% | Reduce -66.6% | 3,500 | $177K |
| Barrett & Company, Inc. | 0.07% | Reduce -5.4% | 3,475 | $176K |
| Hurley Capital, LLC | 0.12% | Reduce -59.8% | 3,447 | $175K |
| Harbor Asset Planning, Inc. | 0.16% | — | 3,261 | $165K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +4.5% | 3,047 | $154K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.7% | 3,023 | $153K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -44.1% | 3,012 | $153K |
| HFM Investment Advisors, LLC | 0.06% | Reduce -16.8% | 2,871 | $145K |
| Washington Trust Advisors, Inc. | 0.01% | Add +238.9% | 2,586 | $131K |
| West Oak Capital, LLC | 0.06% | Add +175.0% | 241,592 | $122K |
| Harbor Investment Advisory, LLC | 0.01% | Add +7.0% | 2,414 | $122K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 2,339 | $119K |
| WPG Advisers, LLC | 0.10% | Reduce -1.0% | 2,285 | $116K |
| Stephens Consulting, LLC | 0.03% | No change | 2,180 | $110K |
| Main Management LLC | 0.01% | Add +10.6% | 2,167 | $110K |
| HM Payson & Co. | 0.00% | No change | 2,092 | $106K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.3% | 2,013 | $102K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -74.9% | 1,991 | $101K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.0% | 1,938 | $98K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,934 | $98K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,822 | $92K |
| Keystone Global Partners, LLC | 0.05% | Reduce -11.3% | 1,807 | $92K |
| Archer Investment Corp | 0.02% | No change | 1,791 | $91K |
| Longview Financial Advisors LLC | 0.05% | Add +1.2% | 1,657 | $84K |
| Ameriflex Group, Inc. | 0.04% | Reduce -4.1% | 1,621 | $82K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -1.6% | 1,496 | $76K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 1,475 | $75K |
| Opal Wealth Advisors, LLC | 0.02% | Add +6.2% | 1,427 | $72K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 1,303 | $66K |
| Park Square Financial Group, LLC | 0.05% | Add +866.9% | 1,257 | $64K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -82.0% | 1,245 | $63K |
| NBT Bank, N.A. | 0.00% | Add +467.6% | 1,226 | $62K |
| Aventura Private Wealth, LLC | 0.03% | No change | 1,217 | $62K |
| Financial Network Wealth Advisors LLC | 0.07% | Reduce -96.6% | 1,209 | $61K |
| Sound Income Strategies, LLC | 0.00% | Add +54.9% | 1,162 | $59K |
| First Pacific Financial | 0.01% | Reduce -99.8% | 1,065 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.0% | 1,040 | $53K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Clarity Asset Management, Inc. | 0.03% | New | 1,020 | $52K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.9% | 1,014 | $51K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $51K |
| St Germain D J Co. Inc. | 0.00% | No change | 996 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +99.6% | 994 | $50K |
| Wagner Wealth Management, LLC | 0.01% | No change | 979 | $50K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -0.5% | 961 | $49K |
| TD Private Client Wealth LLC | 0.00% | New | 951 | $48K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +75.4% | 949 | $48K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 939 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -37.1% | 902 | $45K |
| Perritt Capital Management Inc | 0.02% | Add +14.5% | 862 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| Bessemer Group Inc. | 0.00% | Add +2.5% | 820 | $42K |
| Capital A Wealth Management, LLC | 0.47% | New | 828 | $42K |
| Frazier Financial Advisors, LLC | 0.03% | New | 817 | $41K |
| Quaker Wealth Management, LLC | 0.01% | — | 805 | $41K |
| Painted Porch Advisors LLC | 0.02% | Add +0.8% | 784 | $40K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | Reduce -75.1% | 732 | $37K |
| Silicon Valley Capital Partners | 0.00% | New | 726 | $37K |
| Cooksen Wealth, LLC | 0.03% | Reduce -1.4% | 712 | $36K |
| Bogart Wealth, LLC | 0.00% | No change | 706 | $36K |
| Brentview Investment Management LLC | 0.02% | New | 700 | $35K |
| Pandora Wealth, Inc. | 0.02% | No change | 681 | $35K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Reduce -4.7% | 605 | $31K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.5% | 602 | $30K |
| Global Trust Asset Management, LLC | 0.01% | No change | 533 | $27K |
| Chelsea Counsel Co. | 0.01% | No change | 485 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Tucker Asset Management LLC | 0.01% | No change | 419 | $21K |
| First Command Advisory Services, Inc. | 0.00% | No change | 411 | $21K |
| Community Bank, N.A. | 0.00% | New | 400 | $20K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 396 | $20K |
| Centerpoint Advisors, LLC | 0.01% | Add +101.5% | 397 | $20K |
| PrairieView Partners, LLC | 0.00% | Add +8.1% | 402 | $20K |
| Hilltop National Bank | 0.01% | — | 391 | $20K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| Hughes Financial Services, LLC | 0.00% | Reduce -44.6% | 258 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 250 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.3% | 242 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 232 | $12K |
| Brooklyn Investment Group | 0.00% | New | 225 | $11K |
| Simplex Trading, LLC | 0.00% | New | 220 | $11K |
| Sittner & Nelson, LLC | 0.00% | New | 200 | $10K |
| FSA Wealth Management LLC | 0.00% | No change | 200 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 188 | $10K |
| Transce3nd, LLC | 0.00% | Add +42.9% | 170 | $9K |
| Blume Capital Management, Inc. | 0.00% | New | 166 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 166 | $8K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -97.6% | 111 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -69.3% | 91 | $5K |
| Curio Wealth, LLC | 0.00% | Add +8400.0% | 85 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 80 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | — | 72 | $4K |
| Legacy Wealth Managment, LLC | 0.00% | Add +14.3% | 72 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.4% | 70 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| Operose Advisors LLC | 0.00% | No change | 61 | $3K |
| Rossby Financial, LCC | 0.00% | Reduce -99.8% | 53 | $3K |
| Maseco LLP | 0.00% | — | 45 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.9% | 36 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $2K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 30 | $2K |
| LRI Investments, LLC | 0.00% | No change | 25 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 24 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 21 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $912 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $811 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 13 | $658 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $557 |
| Asset Dedication, LLC | 0.00% | New | 7 | $355 |
| Rakuten Securities, Inc. | 0.00% | Add +66.7% | 5 | $253 |
| Beacon Capital Management, Inc. | 0.00% | New | 1 | $11 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.