JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q3 2025 (September 30)1,119holders +4
80new positions
61sold out
4famous investors
$50.71avg. 13F price*
At the end of Q3 2025, 1,119 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 4 from Q2 2025. 80 opened new positions and 61 sold out. The largest holders were JPMorgan Chase & Co. ($4.9B), Morgan Stanley ($3.0B) and LPL Financial LLC ($921.3M). 4 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $529.6M |
| Exits | 61 | $69.9M |
All 13F filers, Q2 2025 → Q3 2025: 38,979,854 shares bought and 15,210,991 shares sold, net +23,768,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,119 holders
| JPMorgan Chase & Co. | 0.31% | Add +8.8% | 96,742,823 | $4.9B |
| Morgan Stanley | 0.18% | Reduce -0.8% | 60,019,259 | $3.0B |
| LPL Financial LLC | 0.27% | Add +7.4% | 18,161,588 | $921.3M |
| Bank of America Corp. | 0.06% | Reduce -1.7% | 16,027,226 | $813.1M |
| Betterment LLC | 1.22% | Add +7.9% | 12,178,595 | $617.8M |
| FMR LLC | 0.03% | Reduce -10.7% | 11,782,900 | $597.7M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.4% | 11,250,541 | $570.7M |
| Wells Fargo & Company | 0.10% | Add +15.7% | 9,373,932 | $475.5M |
| HB Wealth Management, LLC | 3.19% | Add +4.7% | 9,302,563 | $469.5M |
| UBS Group AG | 0.09% | Reduce -4.2% | 8,938,318 | $453.4M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Add +3.4% | 7,086,795 | $358.7M |
| Temasek Holdings (Private) Ltd | 1.05% | New | 5,919,494 | $300.3M |
| Raymond James Financial Inc. | 0.08% | Add +12.0% | 5,197,822 | $263.7M |
| Cerity Partners LLC | 0.42% | Reduce -2.6% | 5,092,944 | $258.4M |
| Northwestern Mutual Wealth Management Co. | 0.17% | Add +3.8% | 5,007,149 | $254.0M |
| Royal Bank of Canada | 0.04% | Add +1.7% | 4,440,521 | $225.3M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -0.6% | 3,964,962 | $201.1M |
| Foster Dykema Cabot & Partners, LLC | 12.87% | Add +1.4% | 3,867,938 | $196.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -0.7% | 3,557,679 | $180.6M |
| Cetera Investment Advisers | 0.17% | Add +51.5% | 2,934,529 | $148.9M |
| Osaic Holdings, Inc. | 0.20% | Add +2.6% | 2,822,074 | $143.2M |
| Cambridge Investment Research Advisors, Inc. | 0.34% | Add +2.2% | 2,436,688 | $123.6M |
| NorthCoast Asset Management LLC | 0.39% | Reduce -19.7% | 1,964,991 | $99.7M |
| Commonwealth Equity Services, LLC | 0.13% | Reduce -20.8% | 1,941,637 | $98.5M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.17% | Add +89.2% | 1,891,700 | $96.0M |
| Cornerstone Management, Inc. | 15.73% | Add +9.4% | 1,874,619 | $95.1M |
| Stifel Financial Corp. | 0.09% | Add +11.6% | 1,854,612 | $94.1M |
| Bridgewater Advisors Inc. | 6.35% | Reduce -6.1% | 1,808,071 | $91.5M |
| Ancora Advisors LLC | 1.68% | Add +1.2% | 1,654,611 | $83.9M |
| Legacy Wealth Management, LLC | 4.62% | Add +4.7% | 1,548,237 | $78.5M |
| Quadrant Capital Group LLC | 2.48% | Reduce -9.8% | 1,504,097 | $76.3M |
| Crane Advisory, LLC | 11.75% | Add +4.0% | 1,477,574 | $74.8M |
| Obsidian Cio, LLC | 9.75% | Reduce -6.7% | 1,464,709 | $74.3M |
| Jones Financial Companies LLLP | 0.05% | Add +26.2% | 1,444,997 | $73.3M |
| Assetmark, Inc. | 0.16% | Add +2.5% | 1,441,768 | $73.1M |
| Spire Wealth Management | 2.47% | Reduce -15.3% | 1,432,531 | $72.7M |
| Greenwood Gearhart LLC | 4.08% | Add +6.4% | 1,394,869 | $70.8M |
| Fifth Third Bancorp | 0.22% | Add +4.7% | 1,381,543 | $70.1M |
| RiverFront Investment Group, LLC | 1.20% | Add +7.4% | 1,352,377 | $68.6M |
| MML Investors Services, LLC | 0.18% | Add +10.4% | 1,305,776 | $66.2M |
| Rock Creek Group LLC | 6.71% | Add +10.5% | 1,257,037 | $63.8M |
| Axxcess Wealth Management, LLC | 1.25% | Reduce -1.5% | 1,164,122 | $59.1M |
| Cwm, LLC | 0.18% | Add +2.4% | 1,161,836 | $58.9M |
| Private Advisor Group, LLC | 0.29% | Add +6.0% | 1,155,391 | $58.6M |
| United Capital Financial Advisors, LLC | 0.42% | Add +1.4% | 1,150,895 | $58.4M |
| Sei Investments Co. | 0.06% | Add +1.7% | 1,128,038 | $57.2M |
| N.E.W. Advisory Services LLC | 5.00% | Add +7.3% | 1,103,699 | $56.0M |
| Kensington Asset Management, LLC | 3.28% | Add +1382.7% | 1,080,232 | $54.8M |
| Acorns Advisers, LLC | 0.39% | Add +1.1% | 986,901 | $50.1M |
| Captrust Financial Advisors | 0.10% | Add +5.7% | 958,127 | $48.6M |
| Retirement Income Solutions, Inc. | 8.16% | Add +1.4% | 940,277 | $47.7M |
| Paragon Advisors, LLC | 11.95% | Add +259.8% | 911,578 | $46.2M |
| Integrated Wealth Concepts LLC | 0.41% | Add +66.1% | 901,291 | $45.7M |
| Valmark Advisers, Inc. | 0.59% | Reduce -3.8% | 892,217 | $45.3M |
| NewEdge Advisors, LLC | 0.21% | Reduce -2.8% | 891,380 | $45.2M |
| Old Mission Capital LLC | 1.60% | New | 882,681 | $44.8M |
| Round Rock Advisors LLC | 7.07% | Reduce -25.6% | 879,756 | $44.6M |
| Citizens Financial Group Inc. | 0.60% | Add +135.9% | 866,913 | $44.0M |
| McMorgan & Co. LLC | 6.60% | Add +19.0% | 844,992 | $42.9M |
| Signaturefd, LLC | 0.67% | Add +10.4% | 836,007 | $42.4M |
| Janney Montgomery Scott LLC | 0.10% | New | 824,332 | $41.8M |
| Naviter Wealth, LLC | 4.85% | Reduce -14.3% | 820,700 | $41.6M |
| Peterson Wealth Advisors, LLC | 6.18% | Reduce -12.5% | 816,067 | $41.3M |
| Alpha Omega Wealth Management LLC | 6.77% | Add +4.8% | 801,865 | $40.7M |
| HighTower Advisors, LLC | 0.05% | Add +7.0% | 788,502 | $40.0M |
| Bramshill Investments, LLC | 2.70% | No change | 780,797 | $39.6M |
| San Luis Wealth Advisors LLC | 7.01% | Add +13.7% | 766,685 | $38.9M |
| Mgo One Seven LLC | 0.89% | Reduce -10.7% | 762,159 | $38.7M |
| Stephens Inc. | 0.49% | Add +2.2% | 759,194 | $38.5M |
| Trustmark Bank Trust Department | 2.45% | Reduce -8.5% | 742,101 | $37.6M |
| Fairview Capital Investment Management, LLC | 1.88% | Add +3.4% | 731,938 | $37.1M |
| Great Point Wealth Advisors, LLC | 6.55% | — | 687,491 | $34.9M |
| Rockefeller Capital Management L.P. | 0.07% | Add +8.2% | 681,508 | $34.6M |
| AdvisorNet Financial, Inc | 1.95% | Add +16.3% | 679,593 | $34.5M |
| Rosenberg Matthew Hamilton | 7.22% | Add +8.8% | 658,650 | $33.4M |
| Mariner, LLC | 0.04% | Reduce -28.2% | 654,198 | $33.2M |
| Donoghue Forlines LLC | 10.22% | Add +22.7% | 653,942 | $33.2M |
| Phoenix Wealth Advisors | 12.16% | Add +35.0% | 623,861 | $31.6M |
| MAI Capital Management | 0.20% | Add +25.6% | 619,237 | $31.4M |
| Waverly Advisors, LLC | 0.31% | Add +23.9% | 612,321 | $31.1M |
| Franklin Resources Inc. | 0.01% | Reduce -5.1% | 611,648 | $31.0M |
| Cobblestone Asset Management LLC | 14.03% | Add +10.8% | 604,854 | $30.7M |
| Tower Research Capital LLC (TRC) | 0.84% | New | 603,010 | $30.6M |
| Beacon Bank & Trust | 6.53% | Add +5.7% | 598,172 | $30.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.04% | Add +10.7% | 597,737 | $30.3M |
| LexAurum Advisors, LLC | 4.32% | Add +4.8% | 596,683 | $30.3M |
| Equitable Holdings, Inc. | 0.22% | Reduce -2.3% | 595,572 | $30.2M |
| Frisch Financial Group, Inc. | 6.97% | Reduce -2.3% | 590,925 | $30.0M |
| Capital Asset Advisory Services LLC | 1.27% | Add +3.7% | 579,633 | $29.4M |
| Peapack Gladstone Financial Corp. | 0.38% | Reduce -1.1% | 578,893 | $29.4M |
| Focus Partners Wealth | 0.05% | Reduce -16.2% | 576,204 | $29.2M |
| StrongBox Wealth, LLC | 9.81% | Add +3.2% | 571,611 | $29.0M |
| Flow Traders U.S. LLC | 1.18% | Add +6615.3% | 570,869 | $29.0M |
| Dynamic Advisor Solutions LLC | 0.84% | Reduce -2.3% | 570,817 | $29.0M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -5.1% | 552,287 | $28.0M |
| Flagship Harbor Advisors, LLC | 1.19% | Add +4.2% | 537,916 | $27.3M |
| American Trust | 2.24% | Add +1.2% | 523,498 | $26.6M |
| Sollinda Capital Management LLC | 7.25% | Reduce -4.5% | 521,450 | $26.5M |
| Great Valley Advisor Group, Inc. | 0.53% | Reduce -6.3% | 518,488 | $26.3M |
| Exchange Traded Concepts, LLC | 0.25% | Reduce -0.3% | 515,038 | $26.1M |
| Beacon Investment Advisory Services, Inc. | 1.09% | Reduce -1.6% | 509,466 | $25.8M |
| SkyOak Wealth, LLC | 4.87% | Add +2.2% | 508,568 | $25.8M |
| Weatherly Asset Management L. P. | 2.12% | Add +5.1% | 506,364 | $25.7M |
| Evensky & Katz LLC | 1.49% | Add +4.2% | 505,985 | $25.7M |
| Bryn Mawr Trust Advisors, LLC | 1.27% | Add +2.5% | 504,354 | $25.6M |
| Members Capital Advisors Inc. | 28.87% | No change | 495,000 | $25.1M |
| Roberts Wealth Advisors, LLC | 6.63% | Add +8.3% | 491,375 | $24.9M |
| Appleton Partners Inc. | 1.64% | Add +4.8% | 482,726 | $24.5M |
| Susquehanna International Group, LLP | 0.04% | New | 480,737 | $24.4M |
| Clarus Group, Inc. | 8.30% | Add +1.5% | 470,627 | $23.9M |
| Mason Street Advisors, LLC | 2.46% | Add +116.3% | 468,570 | $23.8M |
| Ironwood Wealth Management, Inc. | 10.88% | Add +7.5% | 468,711 | $23.7M |
| Soltis Investment Advisors LLC | 1.63% | Reduce -4.9% | 463,653 | $23.5M |
| Highline Wealth Partners LLC | 6.31% | Add +3.9% | 461,847 | $23.4M |
| Dakota Wealth Management | 0.47% | Add +7.5% | 455,141 | $23.1M |
| Gotham Asset Management | 0.10% | Add +17.5% | 451,295 | $22.9M |
| Compass Financial Services Inc | 10.03% | Reduce -2.3% | 446,972 | $22.7M |
| Heritage Oak Wealth Advisors LLC | 8.37% | Add +2.4% | 445,557 | $22.6M |
| Mainstream Capital Management LLC | 14.90% | Add +1.8% | 441,798 | $22.4M |
| Capital Investment Advisory Services, LLC | 1.76% | Add +2.9% | 438,148 | $22.2M |
| Ridgeline Wealth Planning, LLC | 16.52% | Add +29.3% | 433,615 | $22.0M |
| Modern Wealth Management, LLC | 0.43% | Add +282.8% | 424,963 | $21.6M |
| Capital Advisors Wealth Management, LLC | 3.04% | Reduce -0.0% | 420,195 | $21.3M |
| Mascoma Wealth Management LLC | 4.68% | Add +0.9% | 418,200 | $21.2M |
| IFP Advisors, Inc | 0.55% | Add +2.1% | 416,147 | $21.1M |
| Arbor Investment Advisors, LLC | 2.68% | Add +1.6% | 415,982 | $21.1M |
| Endurance Services Ltd | 3.53% | No change | 415,000 | $21.1M |
| Thomasville National Bank | 1.32% | Add +0.4% | 412,728 | $20.9M |
| IMZ Advisory Inc | 7.77% | Add +8.9% | 411,628 | $20.9M |
| Roof Eidam Maycock Peralta, LLC | 5.04% | Reduce -47.5% | 409,042 | $20.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Add +6.0% | 406,685 | $20.6M |
| Souders Financial Advisors | 2.44% | Add +4.7% | 404,689 | $20.5M |
| White Wing Wealth Management | 12.69% | Add +1.5% | 404,260 | $20.4M |
| Fluent Financial, LLC | 7.89% | Reduce -18.0% | 397,616 | $20.2M |
| MBM Wealth Consultants, LLC | 4.99% | Add +20.9% | 395,906 | $20.1M |
| D.A. Davidson & Co. | 0.13% | Add +16.4% | 395,506 | $20.1M |
| Cooper Financial Group | 2.20% | Reduce -2.5% | 392,304 | $19.9M |
| Valley Wealth Managers, Inc. | 1.31% | Add +15.9% | 392,050 | $19.9M |
| State of Tennessee, Department of Treasury | 0.07% | Reduce -67.0% | 390,100 | $19.8M |
| Donaldson Capital Management, LLC | 0.62% | Reduce -1.7% | 387,873 | $19.7M |
| Harbour Investments, Inc. | 0.44% | Reduce -18.6% | 384,931 | $19.5M |
| Family Investment Center, Inc. | 3.99% | Add +56.5% | 379,152 | $19.2M |
| Stratos Wealth Partners, LTD. | 0.23% | Add +19.7% | 374,178 | $19.0M |
| Saiph Capital, LLC | 6.75% | Add +56.4% | 369,793 | $18.8M |
| WJ Wealth Management, LLC | 8.24% | Reduce -22.6% | 369,265 | $18.7M |
| Cynosure Group, LLC | 2.00% | Reduce -4.8% | 362,335 | $18.4M |
| Strategent Financial, LLC | 12.95% | Add +2.2% | 356,869 | $18.1M |
| LPWM LLC | 4.82% | Add +0.5% | 356,165 | $18.1M |
| Baird Financial Group, Inc. | 0.03% | Add +32.4% | 355,032 | $18.0M |
| Cahaba Wealth Management, Inc. | 1.29% | Add +4.7% | 349,833 | $17.7M |
| Legacy Private Trust Co. | 1.05% | Add +0.9% | 346,324 | $17.6M |
| Bristlecone Advisors, LLC | 1.46% | Add +24.8% | 344,989 | $17.5M |
| AE Wealth Management LLC | 0.11% | Add +3.9% | 336,526 | $17.1M |
| Allworth Financial LP | 0.08% | Reduce -1.2% | 336,037 | $17.0M |
| Independent Financial Group, LLC | 0.41% | Add +19.0% | 335,270 | $17.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 333,065 | $16.9M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -51.5% | 328,209 | $16.6M |
| Summit Wealth Partners, LLC | 2.98% | Reduce -1.0% | 325,778 | $16.5M |
| Financial Management Professionals, Inc. | 1.70% | Add +2.4% | 321,392 | $16.3M |
| Flaharty Asset Management, LLC | 2.06% | Add +3.6% | 319,875 | $16.2M |
| JFS Wealth Advisors, LLC | 0.95% | Add +9.4% | 319,797 | $16.2M |
| Paradigm, Strategies in Wealth Management, LLC | 10.29% | Reduce -2.0% | 316,839 | $16.1M |
| Verum Partners LLC | 3.36% | Add +0.7% | 311,354 | $15.8M |
| Ruggaard & Associates LLC | 5.89% | Add +4.4% | 310,506 | $15.8M |
| Montag A & Associates Inc. | 0.72% | Reduce -11.8% | 305,722 | $15.5M |
| &partners | 0.10% | Add +9.8% | 305,349 | $15.5M |
| Synovus Financial Corp. | 0.18% | Add +2.6% | 302,002 | $15.3M |
| Per Stirling Capital Management, LLC. | 1.83% | Add +162.3% | 301,992 | $15.3M |
| Composition Wealth, LLC | 0.23% | Add +40.0% | 299,046 | $15.2M |
| Ridgepath Capital Management LLC | 6.46% | Reduce -7.5% | 298,335 | $15.1M |
| Atlantic Union Bankshares Corp | 0.28% | Reduce -4.4% | 296,866 | $15.1M |
| Cerro Pacific Wealth Advisors LLC | 4.08% | Add +1.2% | 293,958 | $14.9M |
| YHB Investment Advisors, Inc. | 1.08% | Add +75.7% | 290,951 | $14.8M |
| Avestar Capital, LLC | 1.05% | Reduce -4.4% | 290,042 | $14.7M |
| Citadel Advisors | 0.01% | Add +4.9% | 289,664 | $14.7M |
| Summit Wealth Group LLC / Co. | 1.54% | New | 289,705 | $14.5M |
| Scotia Capital Inc. | 0.06% | Add +14.2% | 286,090 | $14.5M |
| IronBridge Private Wealth, LLC | 4.57% | Add +6.5% | 285,794 | $14.5M |
| Sand Hill Global Advisors, LLC | 0.50% | Add +65.6% | 282,629 | $14.3M |
| Cresset Asset Management, LLC | 0.06% | Add +7.6% | 280,724 | $14.2M |
| VCI Wealth Management LLC | 4.30% | Add +6.6% | 279,248 | $14.2M |
| Prism Advisors, Inc. | 3.82% | Add +4.9% | 278,489 | $14.1M |
| Comerica Bank | 0.05% | Add +0.8% | 278,393 | $14.1M |
| Kwmg, LLC | 1.23% | Add +6.7% | 277,638 | $14.1M |
| Krilogy Financial LLC | 0.53% | Add +14.7% | 277,570 | $14.0M |
| Simon Quick Advisors, LLC | 0.64% | Reduce -0.4% | 276,772 | $14.0M |
| REDW Wealth LLC | 5.30% | Reduce -0.7% | 276,419 | $14.0M |
| Apollon Wealth Management, LLC | 0.25% | Reduce -11.2% | 276,389 | $14.0M |
| Parkside Investments, LLC | 1.74% | Reduce -7.8% | 274,433 | $13.9M |
| Prosperity Consulting Group, LLC | 0.68% | Reduce -5.2% | 271,876 | $13.8M |
| Enclave Advisors LLC | 2.08% | Add +20.8% | 268,327 | $13.6M |
| OneDigital Investment Advisors LLC | 0.14% | Add +32.9% | 267,254 | $13.6M |
| Truist Financial Corp. | 0.02% | Reduce -2.7% | 265,466 | $13.5M |
| Buck Wealth Strategies, LLC | 1.84% | Add +4.5% | 264,584 | $13.4M |
| TD Capital Management LLC | 1.21% | Add +16.3% | 264,013 | $13.4M |
| Ceera Investments, LLC | 4.17% | Add +0.0% | 263,525 | $13.4M |
| Insight Wealth Partners, LLC | 5.85% | Reduce -15.9% | 260,982 | $13.2M |
| Heritage Financial Services, LLC | 1.18% | Add +1.1% | 259,107 | $13.1M |
| Centaurus Financial, Inc. | 0.62% | Reduce -9.1% | 258,358 | $13.1M |
| Merit Financial Group, LLC | 0.12% | Add +17.8% | 256,551 | $13.0M |
| WCG Wealth Advisors LLC | 0.81% | Reduce -12.2% | 254,352 | $12.9M |
| Legacy CG, LLC | 3.61% | Add +32.5% | 252,401 | $12.8M |
| Allen Capital Group, LLC | 1.22% | Add +16.1% | 251,673 | $12.8M |
| Scott Capital Advisors, LLC | 2.88% | Reduce -0.6% | 251,652 | $12.7M |
| Mutual Advisors, LLC | 0.28% | Reduce -3.4% | 248,211 | $12.6M |
| Elevatus Welath Management | 3.63% | Add +4.4% | 247,991 | $12.6M |
| NewEdge Wealth, LLC | 0.18% | Reduce -1.7% | 247,267 | $12.5M |
| SOL Capital Management CO | 1.10% | Add +17.8% | 241,711 | $12.3M |
| Ironwood Investment Counsel, LLC | 1.79% | Add +445.4% | 241,476 | $12.3M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +0.4% | 239,866 | $12.2M |
| Essex Financial Services, Inc. | 0.72% | Add +13.7% | 238,505 | $12.1M |
| Paradigm Capital Management, LLC | 12.12% | Add +13.3% | 238,190 | $12.1M |
| Financial Security Advisor, Inc. | 2.55% | Reduce -3.7% | 236,322 | $12.0M |
| Crestmont Private Wealth LLC | 3.94% | Add +2.5% | 234,965 | $11.9M |
| Hudock, Inc. | 1.80% | Reduce -38.6% | 233,661 | $11.9M |
| Requisite Capital Management, LLC | 1.97% | Reduce -24.2% | 231,410 | $11.7M |
| Oarsman Capital, Inc. | 1.64% | Reduce -9.3% | 230,287 | $11.7M |
| Spectrum Planning & Advisory Services Inc. | 6.55% | Add +20.9% | 228,841 | $11.6M |
| Bfsg, LLC | 1.12% | Add +7.4% | 226,834 | $11.5M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -6.5% | 225,821 | $11.5M |
| Paces Ferry Wealth Advisors, LLC | 4.74% | Add +0.8% | 224,620 | $11.4M |
| Legacy Capital Group California, Inc. | 2.89% | Reduce -29.2% | 223,826 | $11.4M |
| Choice Wealth Advisors LLC | 4.85% | Add +4.1% | 223,194 | $11.3M |
| Advisory Services Network, LLC | 0.17% | Reduce -16.7% | 222,412 | $11.3M |
| NavPoint Financial, Inc. | 5.91% | Add +8.4% | 222,228 | $11.3M |
| Northeast Planning Associates, Inc. / NH / | 9.40% | Add +0.2% | 218,329 | $11.1M |
| Encompass Wealth Advisors, LLC | 3.75% | Add +1.8% | 217,133 | $11.0M |
| Whitaker-Myers Wealth Managers, LTD. | 2.40% | Reduce -26.2% | 216,608 | $11.0M |
| Helium Advisors LLC | 8.99% | Reduce -34.8% | 212,329 | $10.8M |
| Noesis Capital Mangement Corp. | 1.67% | Add +10.7% | 211,804 | $10.7M |
| Goldstone Financial Group, LLC | 1.27% | Add +1.3% | 211,601 | $10.7M |
| Causey Wealth LLC | 5.22% | Add +0.3% | 210,904 | $10.7M |
| Ascension Capital Advisors, Inc. | 4.15% | Reduce -1.3% | 210,308 | $10.7M |
| Cobblestone Capital Advisors LLC | 0.51% | Reduce -2.9% | 210,276 | $10.7M |
| Meridian Financial Advisors, LLC | 5.90% | Add +1.2% | 206,584 | $10.5M |
| Jacobi Capital Management LLC | 0.64% | Add +2216.4% | 206,068 | $10.5M |
| Aspen Wealth Management LLC | 2.31% | Add +4.7% | 204,914 | $10.4M |
| First Business Financial Services, Inc. | 0.94% | Add +2.9% | 202,797 | $10.3M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +2.5% | 201,922 | $10.2M |
| HBW Advisory Services LLC | 1.14% | Add +25.4% | 199,431 | $10.1M |
| Wealth Advisors of Tampa Bay, LLC | 3.36% | Add +20.3% | 198,829 | $10.1M |
| Resonant Capital Advisors, LLC | 0.59% | Add +5.0% | 198,386 | $10.1M |
| Cornerstone Advisory, LLC | 0.98% | Add +10.4% | 197,633 | $10.0M |
| Philip James Wealth Mangement, LLC | 1.21% | Reduce -12.3% | 196,708 | $10.0M |
| Tradewinds, LLC. | 2.43% | New | 196,339 | $10.0M |
| Lowe Wealth Advisors, LLC | 3.63% | Reduce -2.3% | 196,281 | $10.0M |
| Independent Wealth Network Inc. | 3.21% | Add +18.9% | 196,277 | $10.0M |
| Kendall Capital Management | 2.23% | Add +0.6% | 195,074 | $9.9M |
| Choreo, LLC | 0.13% | Reduce -4.4% | 192,679 | $9.8M |
| AlphaCore Capital LLC | 0.33% | Reduce -2.8% | 191,383 | $9.7M |
| Sovran Advisors, LLC | 0.84% | Reduce -12.4% | 188,068 | $9.5M |
| Advisory Alpha, LLC | 0.26% | Add +10.7% | 186,454 | $9.4M |
| Perennial Advisors, LLC | 1.63% | Add +3.5% | 185,794 | $9.4M |
| Tradition Wealth Management, LLC | 0.69% | Add +5.5% | 183,880 | $9.3M |
| Rockingstone Advisors LLC | 4.58% | Add +32.4% | 182,795 | $9.3M |
| Sandbox Financial Partners, LLC | 2.60% | Add +4.4% | 178,863 | $9.1M |
| Alexis Investment Partners, LLC | 0.76% | Add +10.0% | 175,089 | $8.9M |
| Little House Capital LLC | 2.03% | Add +2.2% | 173,669 | $8.8M |
| Syverson Strege & Co | 2.08% | Add +3.8% | 170,790 | $8.7M |
| American Financial Advisors, LLC | 1.11% | Add +35.7% | 170,238 | $8.6M |
| Flavin Financial Services, Inc. | 6.12% | Add +109.2% | 169,845 | $8.6M |
| Stratos Wealth Advisors, LLC | 0.41% | Add +25.7% | 169,761 | $8.6M |
| Invst, LLC | 0.98% | Reduce -63.6% | 169,211 | $8.6M |
| Harbour Investment Management LLC | 3.72% | Add +45.4% | 168,776 | $8.6M |
| B. Riley Wealth Advisors, Inc. | 0.41% | Add +10.2% | 167,729 | $8.5M |
| FSM Wealth Advisors, LLC | 1.19% | Add +4.9% | 165,881 | $8.4M |
| Crumly & Associates Inc. | 1.83% | Reduce -53.7% | 165,052 | $8.4M |
| Chatham Capital Group, Inc. | 1.20% | Reduce -0.1% | 163,894 | $8.3M |
| Anchor Investment Management, LLC | 0.68% | Add +6.9% | 162,995 | $8.3M |
| Financial Enhancement Group LLC | 1.11% | Add +4.3% | 163,233 | $8.3M |
| Retirement Guys Formula LLC | 2.91% | Add +17.8% | 162,839 | $8.3M |
| WNY Asset Management, LLC | 0.79% | Add +5.0% | 162,586 | $8.2M |
| Catalina Capital Group, LLC | 5.08% | Add +20.6% | 162,455 | $8.2M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +23.1% | 161,671 | $8.2M |
| Tiemann Investment Advisors, LLC | 3.12% | Reduce -9.2% | 160,563 | $8.1M |
| DHJJ Financial Advisors, Ltd. | 2.76% | Add +8.9% | 160,183 | $8.1M |
| IFG Advisory, LLC | 0.36% | Add +2.1% | 155,849 | $7.9M |
| Interchange Capital Partners, LLC | 1.53% | Reduce -2.1% | 154,324 | $7.8M |
| Wills Financial Group LLC | 3.19% | Add +2256.9% | 153,341 | $7.8M |
| Daymark Wealth Partners, LLC | 0.26% | Add +13.3% | 152,767 | $7.7M |
| Diversify Wealth Management, LLC | 0.44% | Add +7.5% | 152,371 | $7.7M |
| Symphony Financial, Ltd. Co. | 0.94% | Reduce -2.1% | 151,735 | $7.7M |
| Sandy Cove Advisors, LLC | 2.44% | Add +3571.4% | 150,711 | $7.6M |
| Three Seasons Wealth, LLC | 0.76% | Add +2421.7% | 150,545 | $7.6M |
| Stewardship Advisors, LLC | 1.79% | Add +14.7% | 149,253 | $7.6M |
| Matthew Goff Investment Advisor, LLC | 1.27% | Add +23.5% | 146,626 | $7.4M |
| WT Wealth Management | 2.13% | Add +2.4% | 145,994 | $7.4M |
| Perigon Wealth Management, LLC | 0.15% | Add +1.0% | 144,538 | $7.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +25.3% | 143,728 | $7.3M |
| Elmwood Wealth Management, Inc. | 2.54% | Add +18.5% | 141,243 | $7.2M |
| Winthrop Advisory Group LLC | 0.62% | Add +10.1% | 139,517 | $7.1M |
| Neuberger Berman Group LLC | 0.01% | Reduce -49.3% | 139,421 | $7.1M |
| West Paces Advisors Inc. | 1.41% | Add +15.8% | 139,210 | $7.1M |
| Financial Connections Group, Inc. | 2.75% | Reduce -2.8% | 138,851 | $7.0M |
| Concorde Financial Corp | 3.88% | Add +8.9% | 138,079 | $7.0M |
| Johnson Financial Group, Inc. | 0.26% | Add +14.8% | 136,290 | $6.9M |
| Rahlfs Capital, LLC | 5.47% | Add +235.0% | 136,255 | $6.9M |
| Triumph Capital Management | 1.86% | Add +3.7% | 136,061 | $6.9M |
| Prospera Financial Services Inc | 0.12% | Add +29.3% | 135,918 | $6.9M |
| Lodestone Wealth Management LLC | 3.09% | Add +4.4% | 135,499 | $6.9M |
| Financially Speaking Inc | 4.51% | Reduce -26.0% | 135,454 | $6.9M |
| O'Connor Financial Group LLC | 2.88% | Add +6.1% | 135,163 | $6.9M |
| Archford Capital Strategies, LLC | 0.81% | Add +10.0% | 134,617 | $6.8M |
| Citigroup Inc. | 0.00% | Add +2.7% | 134,222 | $6.8M |
| Meridian Financial Partners LLC | 2.80% | Reduce -2.4% | 133,328 | $6.8M |
| Wealth Advisors of Iowa, LLC | 2.29% | Reduce -55.1% | 132,555 | $6.7M |
| Geneos Wealth Management Inc. | 0.17% | Add +5.3% | 131,787 | $6.7M |
| Sowell Financial Services LLC | 0.25% | Add +1.1% | 130,109 | $6.6M |
| Creative Financial Designs Inc. | 0.44% | Add +34.4% | 129,864 | $6.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.4% | 129,844 | $6.6M |
| Scarborough Advisors, LLC | 1.15% | Reduce -34.0% | 128,944 | $6.5M |
| Ackerman Asset Management, LLC | 4.68% | Reduce -5.5% | 128,887 | $6.5M |
| Clark Capital Management Group, Inc. | 0.04% | Add +59.6% | 128,700 | $6.5M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -7.4% | 131,280 | $6.5M |
| Eagle Strategies LLC | 0.87% | Add +2347.9% | 128,248 | $6.5M |
| Cardinal Strategic Wealth Guidance | 1.75% | Add +6.1% | 128,207 | $6.5M |
| Jaffetilchin Investment Partners, LLC | 0.39% | Reduce -1.6% | 127,892 | $6.5M |
| Forza Wealth Management, LLC | 2.46% | Reduce -10.0% | 126,488 | $6.4M |
| Gradient Capital Advisors, LLC | 1.72% | Add +2.2% | 126,281 | $6.4M |
| Lido Advisors, LLC | 0.03% | Add +7.2% | 126,274 | $6.4M |
| Aspire Capital Advisors LLC | 1.57% | Add +3.0% | 125,625 | $6.4M |
| Savant Capital, LLC | 0.04% | Reduce -7.9% | 123,569 | $6.3M |
| Sharper & Granite LLC | 2.22% | Add +10.3% | 122,393 | $6.2M |
| Integrity Alliance, Llc. | 0.29% | Add +7.0% | 122,384 | $6.2M |
| Grey Ledge Advisors, LLC | 1.41% | Add +50.5% | 122,339 | $6.2M |
| Chicago Partners Investment Group LLC | 0.16% | Add +1.0% | 122,064 | $6.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +2.6% | 122,090 | $6.2M |
| HRT Financial LP | 0.02% | Reduce -43.2% | 122,063 | $6.2M |
| Aptus Capital Advisors, LLC | 0.06% | Add +9140.6% | 120,405 | $6.1M |
| Nwam LLC | 0.33% | Add +0.1% | 120,135 | $6.1M |
| Global Retirement Partners, LLC | 0.14% | Reduce -6.0% | 119,789 | $6.1M |
| Bank of New Hampshire | 1.39% | Add +8.6% | 118,755 | $6.0M |
| Cathy Pareto & Associates, Inc. | 4.53% | Reduce -4.3% | 118,416 | $6.0M |
| FRG Family Wealth Advisors LLC | 0.97% | Add +94.0% | 118,318 | $6.0M |
| CRA Financial Services, LLC | 0.82% | Add +10.2% | 118,220 | $6.0M |
| United Advisor Group, LLC | 0.80% | Add +1.6% | 116,880 | $5.9M |
| Paladin Advisory Group, LLC | 4.62% | Add +8.4% | 116,700 | $5.9M |
| Atlas Legacy Advisors, LLC | 1.14% | Add +9.4% | 116,147 | $5.9M |
| Plotkin Financial Advisors, LLC | 2.91% | Add +10.7% | 115,968 | $5.9M |
| Colonial Trust Advisors | 0.45% | Reduce -3.3% | 114,993 | $5.8M |
| One Capital Management, LLC | 0.19% | Add +21.5% | 114,824 | $5.8M |
| Tradewinds Capital Management, LLC | 1.31% | Add +19.1% | 114,532 | $5.8M |
| Hilltop Holdings Inc. | 0.31% | Reduce -6.2% | 114,423 | $5.8M |
| Formidable Asset Management, LLC | 0.91% | Add +33.7% | 114,318 | $5.8M |
| Security National Bank | 0.89% | Add +26.8% | 114,002 | $5.8M |
| BOS Asset Management, LLC | 1.61% | Add +4.0% | 112,352 | $5.7M |
| Beacon Financial Advisory LLC | 1.32% | Add +13.0% | 112,249 | $5.7M |
| 5th Street Advisors, LLC | 2.82% | Reduce -24.4% | 112,186 | $5.7M |
| First International Bank & Trust | 1.97% | Add +0.2% | 111,746 | $5.7M |
| Founders Financial Alliance, LLC | 1.05% | Add +7.3% | 109,488 | $5.6M |
| Lokken Investment Group LLC | 1.90% | Add +12.4% | 108,914 | $5.5M |
| Brooklyn FI, LLC | 1.21% | Add +24.1% | 110,652 | $5.4M |
| Corient Private Wealth LP | 0.01% | Reduce -7.6% | 106,517 | $5.4M |
| Atria Investments, Inc | 0.06% | Reduce -73.2% | 105,792 | $5.4M |
| Advocacy Wealth Management, LLC | 0.23% | Reduce -10.9% | 105,726 | $5.4M |
| Skyline Advisors, Inc. | 1.83% | Add +3.0% | 104,766 | $5.3M |
| Bank of New York Mellon Corp | 0.00% | Add +9.2% | 103,710 | $5.3M |
| North Forty Two & Co. | 5.14% | Reduce -4.2% | 103,669 | $5.3M |
| Boyce & Associates Wealth Consulting, Inc. | 4.30% | Reduce -11.9% | 103,716 | $5.3M |
| Schwallier Wealth Management LLC | 3.24% | Reduce -16.7% | 102,310 | $5.2M |
| Windsor Capital Management, LLC | 1.43% | Reduce -1.3% | 101,895 | $5.2M |
| GAMCO Investors | 0.05% | Add +37.9% | 100,905 | $5.1M |
| Perissos Private Wealth Management, LLC | 3.70% | Add +0.1% | 100,127 | $5.1M |
| Intrua Financial, LLC | 0.59% | Add +92.3% | 100,013 | $5.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +29.4% | 99,342 | $5.0M |
| Integral Investment Advisors, Inc. | 1.36% | Add +0.1% | 99,183 | $5.0M |
| HUB Investment Partners, LLC | 0.18% | Add +6.3% | 98,736 | $5.0M |
| Howard Wealth Management, LLC | 2.29% | Reduce -14.4% | 98,141 | $5.0M |
| Norden Group LLC | 0.51% | Reduce -4.5% | 98,011 | $5.0M |
| CENTRAL TRUST Co | 0.10% | Reduce -4.1% | 97,975 | $5.0M |
| New Capital Management LP | 1.30% | Reduce -0.7% | 97,566 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -2.9% | 96,781 | $4.9M |
| Clear Creek Financial Management, LLC | 0.42% | Reduce -1.3% | 96,631 | $4.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +32.2% | 96,532 | $4.9M |
| J Hagan Capital, Inc. | 2.96% | Add +5.9% | 96,371 | $4.9M |
| Guardian Wealth Advisors, LLC | 2.77% | Add +105.8% | 96,319 | $4.9M |
| MJT & Associates Financial Advisory Group, Inc. | 3.97% | Reduce -2.4% | 96,194 | $4.9M |
| GK Wealth Management LLC | 3.62% | Add +26.6% | 96,036 | $4.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.7% | 95,115 | $4.8M |
| Ellsworth Advisors, LLC | 1.02% | Add +1153.0% | 94,336 | $4.8M |
| Insight Advisors, LLC/ PA | 0.73% | Reduce -2.9% | 93,578 | $4.7M |
| Guardian Wealth Advisors, LLC / NC | 0.31% | Reduce -26.3% | 93,492 | $4.7M |
| Focus Financial Network, Inc. | 0.17% | Add +75.5% | 92,922 | $4.7M |
| Floyd Financial Group LLC | 3.48% | Add +15.0% | 92,715 | $4.7M |
| Silverlake Wealth Management LLC | 1.14% | Add +6.8% | 91,457 | $4.6M |
| Trademark Financial Management, LLC | 2.70% | Reduce -28.3% | 91,338 | $4.6M |
| SlateStone Wealth, LLC | 0.40% | Reduce -0.1% | 91,320 | $4.6M |
| McCarthy Asset Management, Inc. | 2.97% | Reduce -1.9% | 91,310 | $4.6M |
| Crewe Advisors LLC | 0.44% | Add +10.3% | 91,098 | $4.6M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -31.9% | 90,221 | $4.6M |
| Herold Advisors, Inc. | 1.05% | Reduce -4.2% | 89,585 | $4.5M |
| Vawter Financial, Ltd. | 2.04% | New | 88,511 | $4.5M |
| JGP Wealth Management, LLC | 0.49% | Reduce -3.9% | 88,266 | $4.5M |
| Apeiron RIA LLC | 0.98% | Reduce -4.8% | 85,950 | $4.4M |
| Edgestream Partners, L.P. | 0.13% | Reduce -12.4% | 85,600 | $4.3M |
| First National Trust Co | 0.15% | Add +52.0% | 85,348 | $4.3M |
| Patten Group, Inc. | 0.84% | Reduce -1.2% | 85,323 | $4.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.11% | Reduce -1.0% | 85,021 | $4.3M |
| Illumine Investment Management, LLC | 3.06% | Add +3.8% | 84,757 | $4.3M |
| Webster Bank, N. A. | 0.41% | Add +33.0% | 84,524 | $4.3M |
| Houlihan Financial Resource Group, Ltd. | 3.75% | Reduce -58.3% | 84,264 | $4.3M |
| Ascentis Wealth Management, LLC | 1.02% | Reduce -7.1% | 84,063 | $4.3M |
| Midland Wealth Advisors, LLC | 0.23% | Add +31.4% | 83,273 | $4.2M |
| Chesley Taft & Associates LLC | 0.18% | Add +0.7% | 81,736 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.3% | 81,682 | $4.1M |
| Gallacher Capital Management LLC | 1.63% | Add +12.4% | 81,441 | $4.1M |
| Mountain Capital Investment Advisors Inc. | 0.73% | Add +1.3% | 81,561 | $4.1M |
| Arrowroot Family Office, LLC | 1.64% | Add +31.8% | 81,132 | $4.1M |
| Main Street Financial Solutions, LLC | 0.26% | Add +31.6% | 79,956 | $4.1M |
| Novare Capital Management LLC | 0.31% | Add +17.1% | 79,818 | $4.0M |
| Hayek Kallen Investment Management | 1.28% | Add +2.1% | 79,695 | $4.0M |
| Adell Harriman & Carpenter Inc. | 0.24% | Reduce -5.3% | 79,065 | $4.0M |
| Endowment Wealth Management, Inc. | 1.80% | Add +27.6% | 78,299 | $4.0M |
| Southeast Asset Advisors, LLC | 0.43% | Reduce -20.7% | 77,943 | $4.0M |
| DAVENPORT & Co LLC | 0.02% | Add +2.3% | 77,710 | $3.9M |
| Hixon Zuercher, LLC | 1.19% | Add +24.1% | 77,394 | $3.9M |
| John W. Brooker & Co., CPAs | 7.96% | Add +0.5% | 77,222 | $3.9M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -11.2% | 77,051 | $3.9M |
| Paragon Private Wealth Management, LLC | 1.27% | Reduce -1.3% | 76,473 | $3.9M |
| Woodside Wealth Management LLC | 3.03% | Add +1.5% | 75,870 | $3.8M |
| Sigma Planning Corp | 0.11% | Reduce -8.0% | 75,512 | $3.8M |
| Hershey Financial Advisers, LLC | 3.27% | Reduce -3.3% | 75,296 | $3.8M |
| Brooks, Moore & Associates, Inc. | 1.93% | Add +1.8% | 75,082 | $3.8M |
| Slow Capital, Inc. | 0.45% | Add +116.3% | 74,705 | $3.8M |
| Principal Securities, Inc. | 0.06% | Add +8.3% | 74,097 | $3.8M |
| Legacy Financial Advisors, Inc. | 0.52% | Add +114.3% | 74,025 | $3.8M |
| Westside Investment Management, Inc. | 0.60% | Add +0.6% | 74,055 | $3.8M |
| BayBridge Capital Group, LLC | 2.39% | Add +20.8% | 73,921 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +15.4% | 73,495 | $3.7M |
| Midwestern Financial, LLC | 3.19% | Add +12.0% | 73,358 | $3.7M |
| Keystone Financial Services, LLC | 2.58% | Add +4.6% | 72,782 | $3.7M |
| Lee, Kelleher & Klein Wealth Management | 2.26% | Reduce -0.9% | 72,258 | $3.7M |
| Novem Group | 0.44% | Add +1.9% | 72,172 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.6% | 72,138 | $3.7M |
| Walkner Condon Financial Advisors LLC | 0.58% | Add +13.0% | 71,965 | $3.6M |
| Greenbush Financial Group, LLC | 1.40% | Add +14.8% | 71,894 | $3.6M |
| Capital Management Corp. | 0.57% | Add +14.2% | 71,557 | $3.6M |
| Cottage Street Advisors LLC | 1.53% | Add +141.9% | 71,001 | $3.6M |
| PFG Investments, LLC | 0.19% | Add +23.6% | 70,352 | $3.6M |
| Massachusetts Wealth Management | 1.77% | New | 70,300 | $3.6M |
| MBA Advisors LLC | 1.52% | Add +6.7% | 70,239 | $3.6M |
| Smithbridge Asset Management Inc. | 0.52% | New | 69,932 | $3.5M |
| Castleview Partners, LLC | 1.92% | Add +32.8% | 69,521 | $3.5M |
| Promethium Advisors,llc | 2.02% | Add +7.6% | 69,451 | $3.5M |
| Mayfair Advisory Group, LLC | 1.51% | Add +1.1% | 69,447 | $3.5M |
| Mills Wealth Advisors LLC | 1.43% | Reduce -15.1% | 69,110 | $3.5M |
| Newport Capital Group, LLC | 2.20% | Reduce -22.9% | 68,905 | $3.5M |
| Bank of Montreal | 0.00% | Add +4.7% | 68,857 | $3.5M |
| Galvin, Gaustad & Stein, LLC | 0.29% | Add +21.7% | 68,818 | $3.5M |
| Adamsbrown Wealth Consultants LLC | 0.96% | Add +10.3% | 68,809 | $3.5M |
| ProVise Management Group, LLC | 0.25% | Reduce -10.6% | 67,511 | $3.4M |
| Compass Financial Group, Inc. | 1.53% | Add +4.9% | 67,402 | $3.4M |
| Greenwich Wealth Management LLC | 0.17% | Add +39.3% | 67,126 | $3.4M |
| Dean, Jacobson Financial Services, LLC | 2.47% | Add +13.3% | 67,013 | $3.4M |
| Trek Financial, LLC | 0.20% | Reduce -25.2% | 66,800 | $3.4M |
| Certified Advisory Corp | 0.32% | Add +7.3% | 66,624 | $3.4M |
| Retireful, LLC | 3.24% | Add +505.1% | 66,174 | $3.4M |
| Sargent Investment Group, LLC | 0.47% | Reduce -1.5% | 65,618 | $3.3M |
| AQR Capital Management | 0.00% | Add +59.3% | 65,134 | $3.3M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -3.6% | 65,090 | $3.3M |
| NFSG Corp | 0.49% | Reduce -82.1% | 64,947 | $3.3M |
| Salem Investment Counselors Inc. | 0.09% | Add +31.3% | 64,664 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.4% | 64,216 | $3.3M |
| Regatta Capital Group, LLC | 0.51% | Add +6.3% | 63,360 | $3.2M |
| Eagle Harbor Asset Management Inc. | 2.79% | Reduce -2.6% | 63,301 | $3.2M |
| FAS Wealth Partners, Inc. | 0.22% | Reduce -15.0% | 63,270 | $3.2M |
| SP Asset Management LLC | 0.25% | Reduce -7.4% | 63,151 | $3.2M |
| Howard Financial Services, LTD. | 0.39% | Add +0.0% | 62,873 | $3.2M |
| Integrated Advisors Network LLC | 0.13% | Add +3.9% | 62,493 | $3.2M |
| Western Wealth Management, LLC | 0.17% | Add +43.5% | 62,137 | $3.2M |
| Financial Futures Ltd Liability Co. | 1.53% | Add +287.4% | 62,008 | $3.1M |
| 5T Wealth, LLC | 1.37% | Add +95.6% | 61,902 | $3.1M |
| GatePass Capital, LLC | 1.81% | Add +5.0% | 60,655 | $3.1M |
| AllSquare Wealth Management LLC | 1.62% | Add +14.8% | 60,500 | $3.1M |
| Independent Solutions Wealth Management, LLC | 0.54% | Add +16.5% | 60,213 | $3.1M |
| Quattro Financial Advisors LLC | 0.96% | Reduce -2.9% | 59,513 | $3.0M |
| Oxbow Advisors, LLC | 0.28% | Add +42.8% | 58,985 | $3.0M |
| International Assets Investment Management, LLC | 0.24% | No change | 58,755 | $3.0M |
| Apella Capital, LLC | 0.07% | Reduce -71.7% | 58,309 | $3.0M |
| Belpointe Asset Management LLC | 0.11% | Add +361.0% | 57,881 | $2.9M |
| Eagle Bluffs Wealth Management LLC | 1.26% | Add +1.8% | 57,750 | $2.9M |
| Boston Family Office LLC | 0.19% | Reduce -10.4% | 57,639 | $2.9M |
| Procyon Advisors, LLC | 0.17% | Reduce -0.3% | 57,483 | $2.9M |
| West Michigan Advisors, LLC | 0.70% | Reduce -2.6% | 57,162 | $2.9M |
| Running Point Capital Advisors, LLC | 0.77% | Add +1.9% | 56,925 | $2.9M |
| Mullaney, Keating & Wright, Inc. | 1.60% | Add +11.5% | 56,894 | $2.9M |
| Valley National Advisers Inc. | 0.45% | Reduce -3.5% | 56,735 | $2.9M |
| CX Institutional | 0.09% | Add +82.9% | 56,263 | $2.9M |
| Bolthouse Investments, LLC | 2.58% | No change | 56,198 | $2.9M |
| Sage Rhino Capital LLC | 0.55% | Add +3.9% | 55,671 | $2.8M |
| Ballentine Capital Advisors, Inc | 1.25% | Add +32.8% | 55,576 | $2.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.59% | Add +2.1% | 55,063 | $2.8M |
| Essex LLC | 0.51% | Reduce -22.1% | 55,059 | $2.8M |
| Canvas Wealth Advisors, LLC | 0.51% | Add +2.5% | 55,173 | $2.8M |
| Blueprint Financial Advisors LLC | 0.60% | Add +1.5% | 55,035 | $2.8M |
| Blueprint Investment Partners LLC | 0.39% | Add +0.0% | 55,035 | $2.8M |
| Sage Advisory Services, Ltd.Co. | 1.46% | Add +10.9% | 54,695 | $2.8M |
| Colonial Trust Co / SC | 0.37% | Reduce -2.8% | 54,304 | $2.8M |
| BancFirst Trust & Investment Management | 1.04% | Add +4.8% | 53,866 | $2.7M |
| Old Port Advisors | 0.69% | Add +9.8% | 53,646 | $2.7M |
| Safeguard Investment Advisory Group, LLC | 0.67% | Add +3.0% | 53,089 | $2.7M |
| Wealthgarden F.S. LLC | 1.92% | Add +10.0% | 52,946 | $2.7M |
| USAdvisors Wealth Management, LLC | 0.92% | Add +10.3% | 52,717 | $2.7M |
| Acorn Wealth Advisors, LLC | 0.84% | Add +11.4% | 52,549 | $2.7M |
| Holderness Investments Co. | 0.54% | Add +1.0% | 52,266 | $2.7M |
| Transcendent Capital Group LLC | 1.18% | Reduce -18.9% | 52,126 | $2.6M |
| Insight 2811, Inc. | 1.17% | Reduce -35.0% | 51,572 | $2.6M |
| Barnes Wealth Management Group, Inc | 1.44% | Reduce -2.4% | 51,533 | $2.6M |
| Fortis Capital Advisors, LLC | 0.41% | Add +1003.3% | 50,785 | $2.6M |
| Nikulski Financial, Inc. | 0.64% | Add +1.2% | 50,450 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +9.3% | 49,931 | $2.5M |
| Richard P Slaughter Associates Inc | 0.54% | Reduce -33.9% | 49,612 | $2.5M |
| Summit Place Financial Advisors, LLC | 1.19% | Add +56.6% | 49,600 | $2.5M |
| Cambridge Advisors Inc. | 0.49% | Add +10.3% | 49,470 | $2.5M |
| Nottingham Advisors, Inc. | 0.35% | Reduce -0.5% | 49,440 | $2.5M |
| Sheets Smith Wealth Management | 0.28% | Reduce -2.2% | 49,256 | $2.5M |
| Continuum Advisory, LLC | 0.26% | Add +76.3% | 48,965 | $2.5M |
| Patten & Patten Inc. | 0.14% | Add +176.1% | 48,576 | $2.5M |
| Sage Financial Group Inc. | 0.17% | Add +7.9% | 48,232 | $2.4M |
| Saxony Capital Management, LLC | 1.61% | Add +8.5% | 48,058 | $2.4M |
| Financial Perspectives, Inc | 0.68% | Add +0.4% | 47,983 | $2.4M |
| Klingman & Associates, LLC | 0.12% | Reduce -11.3% | 47,808 | $2.4M |
| TFO Wealth Partners, LLC | 0.39% | Add +2.7% | 47,709 | $2.4M |
| Sunburst Financial Group, LLC | 0.51% | Reduce -1.4% | 47,650 | $2.4M |
| Nvwm, LLC | 0.54% | Reduce -30.7% | 47,411 | $2.4M |
| Wealthedge Investment Advisors, LLC | 0.91% | Add +4.2% | 47,350 | $2.4M |
| Mezzasalma Advisors, LLC | 0.61% | New | 47,200 | $2.4M |
| Leo Wealth, LLC | 0.31% | Add +22.1% | 47,189 | $2.4M |
| Delos Wealth Advisors, LLC | 1.61% | Add +4.2% | 47,029 | $2.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.37% | Add +10.4% | 46,500 | $2.4M |
| Ergawealth Advisors, Inc. | 1.09% | Reduce -42.1% | 46,308 | $2.3M |
| Midwest Financial Network, LLC | 1.89% | Add +1.5% | 45,828 | $2.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +0.4% | 45,531 | $2.3M |
| Perennial Investment Advisors, LLC | 0.19% | Add +12.8% | 45,528 | $2.3M |
| First Foundation Advisors | 0.08% | Reduce -3.8% | 45,264 | $2.3M |
| Golden State Wealth Management, LLC | 0.25% | Reduce -35.2% | 45,210 | $2.3M |
| Garden State Investment Advisory Services LLC | 0.58% | Reduce -2.2% | 45,204 | $2.3M |
| StoneCrest Wealth Management, Inc. | 1.00% | Add +2.9% | 45,178 | $2.3M |
| Authentikos Wealth Advisory, LLC | 1.51% | Reduce -1.8% | 45,098 | $2.3M |
| Gentry Private Wealth, LLC | 1.58% | New | 44,822 | $2.3M |
| Summit Financial, LLC | 0.03% | New | 44,531 | $2.3M |
| Thompson Davis & Co., Inc. | 1.39% | Add +8.6% | 44,525 | $2.3M |
| Hartford Financial Management Inc. | 0.60% | Reduce -47.7% | 44,486 | $2.3M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.6% | 44,329 | $2.2M |
| OneAscent Wealth Management LLC | 0.75% | Add +3.2% | 43,794 | $2.2M |
| First Citizens Financial Corp | 1.10% | Reduce -7.6% | 43,674 | $2.2M |
| Texas Yale Capital Corp. | 0.07% | Add +19.1% | 42,816 | $2.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +16.0% | 42,130 | $2.1M |
| Fermata Advisors, LLC | 0.54% | Reduce -3.1% | 42,106 | $2.1M |
| Shore Point Advisors, LLC | 0.94% | Add +71.3% | 42,043 | $2.1M |
| First Hawaiian Bank | 0.27% | Reduce -24.3% | 41,911 | $2.1M |
| Asio Capital, LLC | 0.32% | Add +18.6% | 41,500 | $2.1M |
| RPg Family Wealth Advisory, LLC | 0.46% | Reduce -76.8% | 41,375 | $2.1M |
| Creative Planning | 0.00% | Reduce -1.3% | 40,594 | $2.1M |
| Strategies Wealth Advisors, LLC | 0.21% | Reduce -19.8% | 40,421 | $2.1M |
| Petredis Investment Advisors LLC | 0.16% | Add +91.3% | 40,294 | $2.0M |
| SouthState Bank Corp | 0.09% | New | 40,000 | $2.0M |
| Arcus Capital Partners, LLC | 0.88% | Add +0.4% | 39,675 | $2.0M |
| CFO4Life Group, LLC | 0.29% | Reduce -2.0% | 39,610 | $2.0M |
| Pennsylvania Capital Management Inc. | 0.58% | Reduce -4.7% | 39,476 | $2.0M |
| WESPAC Advisors SoCal, LLC | 0.41% | New | 39,450 | $2.0M |
| Red Mountain Financial, LLC | 2.02% | Add +5.3% | 39,211 | $2.0M |
| Strategic Wealth Partners, Ltd. | 0.15% | Reduce -2.7% | 38,505 | $2.0M |
| MSH Capital Advisors LLC | 0.52% | Add +0.3% | 38,108 | $1.9M |
| Fortitude Family Office, LLC | 0.52% | Reduce -5.4% | 37,933 | $1.9M |
| Money Concepts Capital Corp. | 0.12% | Reduce -2.2% | 37,787 | $1.9M |
| Cozad Asset Management Inc. | 0.15% | Reduce -4.8% | 37,609 | $1.9M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -37.1% | 37,512 | $1.9M |
| Vista Cima Wealth Management LLC | 1.57% | Add +5.7% | 37,210 | $1.9M |
| Sovereign Financial Group, Inc. | 0.35% | Add +4.6% | 37,056 | $1.9M |
| Silver Oak Securities, Incorporated | 0.14% | Reduce -5.7% | 37,029 | $1.9M |
| Essex Bank | 0.42% | Reduce -0.3% | 36,908 | $1.9M |
| Roble, Belko & Company, Inc | 0.25% | Reduce -6.1% | 36,831 | $1.9M |
| Benjamin Edwards Inc. | 0.02% | Add +10.3% | 36,702 | $1.9M |
| Redmont Wealth Advisors LLC | 2.58% | Add +186.1% | 36,489 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +37.9% | 36,488 | $1.9M |
| Medallion Wealth Advisors, LLC | 0.66% | Add +17.2% | 36,445 | $1.8M |
| Fca Corp. | 0.51% | Add +1.0% | 36,307 | $1.8M |
| Vienna Asset Management LLC | 1.09% | Reduce -49.5% | 36,144 | $1.8M |
| Moloney Securities Asset Management, LLC | 0.22% | Add +36.8% | 36,121 | $1.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -9.6% | 36,064 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +13.0% | 35,961 | $1.8M |
| Elevation Capital Advisory, LLC | 0.71% | New | 35,207 | $1.8M |
| Moneco Advisors, LLC | 0.15% | Reduce -0.5% | 35,038 | $1.8M |
| Carter Financial Group, INC. | 1.07% | Reduce -1.8% | 34,810 | $1.8M |
| Ascentis Independent Advisors | 0.30% | Reduce -3.7% | 34,738 | $1.8M |
| Auxano Advisors, LLC | 0.37% | Reduce -1.2% | 34,688 | $1.8M |
| Lifeworks Advisors, LLC | 0.24% | Reduce -4.3% | 34,554 | $1.8M |
| ACT Advisors, LLC. | 0.70% | Add +54.0% | 34,237 | $1.7M |
| Freedom Financial Partners LLC | 0.66% | Add +10.7% | 34,135 | $1.7M |
| Entruity Wealth, LLC | 1.34% | Reduce -12.0% | 33,962 | $1.7M |
| Yarger Wealth Strategies, LLC | 0.78% | Add +1.4% | 33,653 | $1.7M |
| Aries Wealth Management | 0.40% | Add +4.6% | 33,415 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +36.1% | 33,346 | $1.7M |
| TriaGen Wealth Management LLC | 0.44% | Add +0.8% | 33,237 | $1.7M |
| Asset Allocation Strategies LLC | 0.33% | Reduce -11.3% | 33,156 | $1.7M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -61.1% | 32,432 | $1.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.32% | Add +57.9% | 31,982 | $1.6M |
| CoreCap Advisors, LLC | 0.06% | Reduce -23.1% | 31,981 | $1.6M |
| Horizon Financial Services, LLC | 0.77% | Add +6.3% | 31,968 | $1.6M |
| PCG Asset Management, LLC | 1.30% | Add +19.7% | 31,800 | $1.6M |
| Maple Capital Management, Inc. | 0.11% | Add +7.8% | 31,792 | $1.6M |
| Potentia Wealth | 0.61% | New | 31,760 | $1.6M |
| Compound Planning, Inc. | 0.05% | Reduce -9.3% | 31,661 | $1.6M |
| Mascagni Wealth Management, Inc. | 1.23% | Reduce -2.1% | 31,471 | $1.6M |
| Foster & Motley Inc. | 0.09% | Reduce -3.3% | 31,414 | $1.6M |
| McBroom & Associates, LLC | 0.76% | Add +12.9% | 31,352 | $1.6M |
| Clear Point Advisors Inc. | 1.22% | Reduce -52.0% | 31,033 | $1.6M |
| Mittelman Wealth Management | 1.02% | Add +336.9% | 30,849 | $1.6M |
| Marino, Stram & Associates LLC | 0.28% | Add +29.2% | 30,799 | $1.6M |
| Aprio Wealth Management, LLC | 0.15% | Reduce -68.0% | 30,362 | $1.5M |
| TPG Financial Advisors, LLC | 0.57% | Add +27.2% | 30,309 | $1.5M |
| Channel Wealth LLC | 0.41% | Add +112.2% | 30,146 | $1.5M |
| NewSquare Capital LLC | 0.10% | Add +3.6% | 29,986 | $1.5M |
| Americana Partners, LLC | 0.05% | Reduce -17.5% | 29,639 | $1.5M |
| Revisor Wealth Management LLC | 0.51% | Add +129.1% | 29,227 | $1.5M |
| Rise Advisors, LLC | 0.53% | Reduce -29.1% | 29,020 | $1.5M |
| JNBA Financial Advisors | 0.13% | Reduce -19.8% | 29,001 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -3.7% | 28,984 | $1.5M |
| Aspen Wealth Strategies, LLC | 0.81% | Add +9.2% | 28,523 | $1.4M |
| Townsquare Capital LLC | 0.22% | Reduce -37.4% | 28,493 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +0.0% | 28,488 | $1.4M |
| Guidance Capital, Inc. | 0.38% | Add +3.9% | 28,463 | $1.4M |
| Boyum Wealth Architects LLC | 0.88% | Add +33.9% | 28,176 | $1.4M |
| BLB&B Advisors, LLC | 0.06% | Reduce -31.0% | 28,127 | $1.4M |
| Family Manage LLC | 0.20% | No change | 27,882 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.15% | Reduce -1.2% | 27,735 | $1.4M |
| First Heartland Consultants, Inc. | 0.11% | Add +11.9% | 27,666 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.31% | Reduce -1.8% | 27,633 | $1.4M |
| PDS Planning, Inc | 0.10% | Reduce -13.2% | 27,622 | $1.4M |
| Seamount Financial Group Inc. | 0.66% | Reduce -6.0% | 27,606 | $1.4M |
| Waterloo Capital, L.P. | 0.10% | Add +217.0% | 27,551 | $1.4M |
| Confluence Wealth Services, Inc. | 0.07% | Add +4.3% | 27,465 | $1.4M |
| Vista Investment Management | 0.48% | Add +5.5% | 27,138 | $1.4M |
| Vise Technologies, Inc. | 0.05% | Reduce -49.9% | 27,082 | $1.4M |
| Lake Street Private Wealth, LLC | 0.18% | Add +16.5% | 26,758 | $1.4M |
| Brady Family Wealth, LLC | 0.42% | Reduce -2.9% | 26,717 | $1.4M |
| Edge Financial Advisors LLC | 0.61% | Reduce -14.4% | 26,658 | $1.4M |
| Fragasso Financial Advisors Inc | 0.08% | Add +17.3% | 26,634 | $1.3M |
| GPS Wealth Strategies Group, LLC | 0.14% | Add +37.3% | 26,548 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +3.9% | 26,289 | $1.3M |
| IMS Capital Management | 0.61% | Reduce -2.9% | 26,112 | $1.3M |
| Fortress Wealth Management, Inc. | 0.59% | Reduce -9.8% | 26,058 | $1.3M |
| Blue Chip Partners, LLC | 0.10% | Reduce -8.0% | 25,835 | $1.3M |
| SVB Wealth LLC | 0.07% | Reduce -40.6% | 25,629 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.28% | Add +13.4% | 25,509 | $1.3M |
| Detalus Advisors, LLC | 0.33% | Add +98.1% | 25,000 | $1.3M |
| Retirement Capital Strategies | 0.48% | Reduce -4.4% | 24,569 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -7.6% | 24,553 | $1.2M |
| Laraway Financial Advisors Inc | 0.84% | Add +6.4% | 24,349 | $1.2M |
| World Investment Advisors | 0.03% | Add +46.1% | 24,162 | $1.2M |
| Tarbox Family Office, Inc. | 0.18% | Reduce -4.5% | 24,131 | $1.2M |
| UMB Bank, n.a. | 0.02% | Reduce -14.7% | 24,123 | $1.2M |
| LifeWealth Investments, LLC | 0.40% | Reduce -0.2% | 24,051 | $1.2M |
| WealthTrak Capital Management LLC | 1.00% | Add +3.0% | 24,028 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -44.0% | 23,921 | $1.2M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -0.5% | 23,823 | $1.2M |
| Next Capital Management LLC | 0.40% | Add +17.3% | 23,682 | $1.2M |
| Smart Portfolios, LLC | 1.15% | Add +17.4% | 23,548 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Add +34.2% | 23,455 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -6.2% | 23,110 | $1.2M |
| Evanson Asset Management, LLC | 0.07% | Add +3.0% | 23,051 | $1.2M |
| Bank of Hawaii | 0.06% | Reduce -18.0% | 22,628 | $1.1M |
| Nicholson Meyer Capital Management, Inc. | 0.87% | Reduce -68.8% | 22,247 | $1.1M |
| National Wealth Management Group, LLC | 0.42% | Add +17.3% | 22,197 | $1.1M |
| Nelson Capital Management, LLC | 0.13% | Add +0.8% | 22,112 | $1.1M |
| Daner Wealth Management, LLC | 0.72% | Add +1.1% | 21,885 | $1.1M |
| Sterling Investment Counsel, LLC | 0.35% | New | 21,790 | $1.1M |
| CAP Partners, LLC | 0.63% | Add +20.7% | 21,734 | $1.1M |
| Petix & Botte Co | 0.25% | No change | 21,593 | $1.1M |
| Stone Summit Wealth LLC | 0.31% | Reduce -68.6% | 21,281 | $1.1M |
| Realta Investment Advisors | 0.36% | Add +18.7% | 21,047 | $1.1M |
| Park Place Capital Corp | 0.23% | Add +16.9% | 21,041 | $1.1M |
| Autumn Glory Partners, LLC | 0.44% | New | 21,007 | $1.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | New | 20,926 | $1.1M |
| National Bank of Canada | 0.00% | Add +479.0% | 20,955 | $1.1M |
| TBH Global Asset Management, LLC | 0.21% | New | 20,799 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -32.0% | 20,775 | $1.1M |
| Narus Financial Partners, LLC | 0.29% | Add +18.4% | 20,695 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.23% | Add +0.9% | 20,610 | $1.0M |
| Brueske Advisory Services, LLC | 0.57% | Add +19.4% | 20,455 | $1.0M |
| Birch Capital Management, LLC | 0.53% | Add +3.2% | 20,413 | $1.0M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -19.7% | 20,347 | $1.0M |
| Nordwand Advisors, LLC | 0.16% | Add +98.9% | 19,963 | $1.0M |
| L & S Advisors Inc | 0.11% | Reduce -9.1% | 19,922 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.27% | Add +25.8% | 19,895 | $1.0M |
| Kovack Advisors, Inc. | 0.09% | Add +14.1% | 19,865 | $1.0M |
| Colonial River Investments, LLC | 0.37% | Add +33.4% | 19,678 | $998K |
| StoneX Group Inc. | 0.04% | Add +68.6% | 19,594 | $994K |
| Hicks Capital Management LLC | 1.61% | Reduce -6.2% | 19,491 | $988K |
| Delta Investment Management, LLC | 0.18% | Reduce -2.0% | 19,455 | $987K |
| Latitude Advisors, LLC | 0.45% | Reduce -13.3% | 19,404 | $984K |
| Keystone Financial Group | 0.08% | Add +126.5% | 19,381 | $983K |
| Brio Consultants, LLC | 0.14% | New | 19,365 | $982K |
| Bell Bank | 0.04% | Reduce -34.2% | 19,259 | $977K |
| Continuum Wealth Advisors, LLC | 0.41% | Reduce -3.7% | 19,024 | $965K |
| AIFG Consultants Ltd. | 1.70% | Add +2.0% | 18,976 | $963K |
| Investment Planning Advisors, Inc. | 0.30% | Add +46.2% | 18,900 | $959K |
| Diversify Advisory Services, LLC | 0.03% | Add +6.4% | 18,747 | $948K |
| Whipplewood Advisors, LLC | 0.62% | Reduce -1.6% | 18,675 | $947K |
| Mosaic Financial Group, LLC | 0.67% | Reduce -5.6% | 18,456 | $936K |
| Cornerstone Wealth Group, LLC | 0.06% | New | 18,403 | $934K |
| Cahill Financial Advisors Inc. | 0.11% | Add +41.0% | 18,283 | $927K |
| CGN Advisors LLC | 0.08% | Reduce -6.9% | 18,275 | $927K |
| Acima Private Wealth, LLC | 0.29% | No change | 18,178 | $922K |
| IHT Wealth Management, LLC | 0.02% | Reduce -80.6% | 18,119 | $919K |
| Everstar Asset Management, LLC | 0.52% | Add +14.9% | 18,086 | $918K |
| VestGen Advisors, LLC | 0.03% | Reduce -8.6% | 18,074 | $917K |
| Mendota Financial Group, LLC | 0.68% | New | 17,863 | $906K |
| Family Capital Trust Co | 0.30% | Add +0.3% | 17,749 | $900K |
| Smartleaf Asset Management LLC | 0.05% | Add +0.3% | 17,468 | $886K |
| Key Client Fiduciary Advisors, LLC | 0.30% | No change | 17,471 | $886K |
| Coordinated Financial Services, Inc. | 0.57% | No change | 17,400 | $883K |
| Consolidated Portfolio Review Corp | 0.11% | Reduce -29.9% | 17,385 | $882K |
| FMA Wealth Management, LLC | 0.60% | New | 17,232 | $874K |
| LVZ, Inc. | 0.10% | Add +0.7% | 17,209 | $873K |
| Lodestar Private Asset Management LLC | 0.09% | Add +0.8% | 17,128 | $869K |
| Firestone Capital Management | 0.19% | Add +28.3% | 17,122 | $869K |
| SBI Securities Co., Ltd. | 0.02% | Reduce -16.8% | 16,880 | $856K |
| Live Oak Investment Partners | 0.56% | No change | 16,746 | $850K |
| Dudley Capital Management, LLC | 0.38% | Add +23.5% | 16,718 | $848K |
| Keel Point, LLC | 0.05% | Reduce -2.3% | 16,613 | $843K |
| Bleakley Financial Group, LLC | 0.02% | Add +1.8% | 16,517 | $838K |
| Fonville Wealth Management LLC | 0.19% | New | 16,476 | $836K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +17.8% | 16,467 | $835K |
| Northwest Capital Management Inc | 0.88% | Add +7.8% | 16,406 | $832K |
| Parallel Advisors, LLC | 0.02% | Reduce -3.0% | 16,330 | $828K |
| Lunt Capital Management, Inc. | 0.31% | No change | 16,149 | $819K |
| Core Wealth Advisors, Inc. | 0.21% | No change | 16,139 | $819K |
| Eagle Rock Investment Company, LLC | 0.12% | No change | 15,983 | $811K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -1.3% | 15,923 | $808K |
| Affiance Financial, LLC | 0.15% | Reduce -1.8% | 15,915 | $807K |
| Portside Wealth Group, LLC | 0.11% | Add +26.1% | 15,911 | $807K |
| Verus Capital Partners, LLC | 0.06% | Add +69.4% | 15,883 | $806K |
| Gibbs Wealth Management | 0.18% | Reduce -5.1% | 15,837 | $803K |
| Waldron Private Wealth LLC | 0.03% | Reduce -6.3% | 15,821 | $803K |
| Agate Pass Investment Management, LLC | 0.30% | Add +59.3% | 15,770 | $800K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -35.5% | 15,728 | $798K |
| GeoWealth Management, LLC | 0.03% | Reduce -28.4% | 15,649 | $794K |
| Park Avenue Securities LLC | 0.01% | Reduce -29.7% | 15,565 | $790K |
| Lifestyle Asset Management, Inc. | 0.26% | Add +11.9% | 15,293 | $776K |
| Two Sigma Securities, LLC | 0.11% | Reduce -59.8% | 15,272 | $775K |
| Capital Analysts, LLC | 0.02% | Add +104.2% | 15,226 | $772K |
| Princeton Global Asset Management LLC | 0.13% | Add +1.0% | 15,031 | $763K |
| Ashton Thomas Securities, LLC | 0.11% | Add +86.1% | 14,962 | $760K |
| Lineweaver Wealth Advisors, LLC | 0.11% | Reduce -28.8% | 14,851 | $753K |
| Prairie Wealth Advisors, Inc. | 0.31% | Reduce -3.0% | 14,720 | $747K |
| Brown Advisory Inc. | 0.00% | Add +140.4% | 14,697 | $746K |
| Security Financial Services, INC. | 0.12% | Add +79.6% | 14,626 | $742K |
| Condor Capital Management | 0.06% | Add +1.6% | 14,607 | $741K |
| Lee Financial Co | 0.09% | Add +54.4% | 14,602 | $741K |
| Caliber Wealth Management, LLC / KS | 0.08% | Reduce -2.9% | 14,596 | $740K |
| Regal Investment Advisors LLC | 0.05% | Reduce -10.2% | 14,574 | $739K |
| Serenus Wealth Advisors, LLC | 0.13% | New | 14,529 | $737K |
| PFG Advisors | 0.03% | Reduce -12.0% | 14,514 | $736K |
| Nepsis Inc. | 0.23% | Reduce -31.1% | 14,508 | $736K |
| SeaCrest Wealth Management, LLC | 0.08% | New | 14,383 | $728K |
| Lionsbridge Wealth Management LLC | 0.71% | Reduce -30.9% | 14,135 | $717K |
| Catalyst Private Wealth, LLC | 0.31% | No change | 14,087 | $715K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +12.2% | 14,036 | $712K |
| Sunpointe, LLC | 0.26% | Reduce -22.6% | 14,002 | $710K |
| Flputnam Investment Management Co. | 0.01% | Add +109.1% | 13,821 | $701K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -24.3% | 13,706 | $695K |
| Market Street Wealth Management Advisors LLC | 0.11% | Reduce -11.1% | 13,692 | $695K |
| VeraBank, N.A. | 0.13% | Reduce -29.6% | 13,508 | $685K |
| Roman Butler Fullerton & Co. | 0.18% | Reduce -8.2% | 13,442 | $682K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +84.4% | 13,440 | $682K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -13.5% | 13,308 | $675K |
| US Bancorp \de | 0.00% | Reduce -63.2% | 13,258 | $673K |
| Cannon Wealth Management Services, LLC | 0.51% | Add +37.6% | 13,250 | $672K |
| JDM Financial Group LLC | 0.28% | Add +1.9% | 13,122 | $666K |
| Royal Harbor Partners, LLC | 0.22% | No change | 12,936 | $656K |
| Access Financial Services, Inc. | 0.24% | Add +1.1% | 12,919 | $655K |
| Sowa Financial Group, Inc. | 0.37% | Reduce -16.9% | 12,863 | $653K |
| Rovin Capital /Ut/ | 0.18% | Add +40.1% | 12,754 | $647K |
| Investment Partners Asset Management, Inc. | 0.42% | Reduce -5.9% | 12,690 | $644K |
| Rialto Wealth Management, LLC | 0.16% | Reduce -71.1% | 12,571 | $638K |
| Strategic Blueprint, LLC | 0.03% | Add +45.7% | 12,382 | $628K |
| Argent Trust Co | 0.02% | Reduce -13.8% | 12,306 | $624K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -13.9% | 12,303 | $624K |
| Chapin Davis, Inc. | 0.15% | No change | 12,095 | $614K |
| SPC Financial, Inc. | 0.05% | Reduce -1.6% | 12,061 | $612K |
| AGH Wealth Advisors, LLC | 0.45% | No change | 12,000 | $609K |
| Pallas Capital Advisors LLC | 0.02% | No change | 11,997 | $609K |
| Capital Planning Advisors, LLC | 0.08% | No change | 11,994 | $608K |
| One Degree Advisors Inc | 0.19% | Add +92.4% | 11,972 | $607K |
| HORAN Wealth, LLC | 0.09% | Reduce -25.8% | 11,766 | $597K |
| Mission Wealth Management, LP | 0.01% | Reduce -57.9% | 11,575 | $587K |
| GEM Asset Management, LLC | 0.28% | Add +43.7% | 11,567 | $586K |
| Balboa Wealth Partners | 0.10% | Add +8.5% | 11,533 | $585K |
| New Insight Wealth Advisors | 0.22% | New | 11,482 | $582K |
| Global Strategic Investment Solutions, LLC | 0.06% | Reduce -29.8% | 11,464 | $582K |
| D L Carlson Investment Group Inc. | 0.10% | Add +22.7% | 11,451 | $581K |
| Key Financial Inc | 0.11% | Add +49.5% | 11,486 | $581K |
| Sterling Investment Advisors, Ltd. | 0.11% | No change | 11,350 | $576K |
| Pinion Investment Advisors, LLC | 0.16% | Add +5.8% | 11,300 | $573K |
| Prossimo Advisors, LLC | 4.20% | No change | 11,248 | $571K |
| Redwood Financial Network Corp | 0.36% | Reduce -10.7% | 11,057 | $561K |
| Montecito Bank & Trust | 0.09% | — | 11,053 | $561K |
| WealthShield Partners, LLC | 0.06% | Add +0.3% | 10,773 | $547K |
| Oxinas Partners, LLC | 0.29% | Reduce -9.5% | 10,755 | $546K |
| Brown Miller Wealth Management, LLC | 0.15% | Add +9.1% | 10,607 | $538K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 10,569 | $536K |
| Inspire Advisors, LLC | 0.05% | Reduce -59.3% | 10,463 | $531K |
| RVW Wealth, LLC | 0.04% | New | 10,409 | $528K |
| Tobias Financial Advisors, Inc. | 0.08% | Reduce -8.4% | 10,402 | $528K |
| Integrity Wealth Advisors, Inc. | 0.19% | Add +158.5% | 10,346 | $525K |
| Legacy Capital Wealth Partners, LLC | 0.11% | No change | 10,300 | $523K |
| Five Oceans Advisors | 0.19% | Add +3.5% | 10,299 | $522K |
| Private Client Services, LLC | 0.17% | Reduce -49.2% | 10,292 | $522K |
| Byrne Financial Freedom, LLC | 0.26% | Reduce -17.9% | 10,274 | $521K |
| Alhambra Investment Management LLC | 0.25% | No change | 10,262 | $521K |
| Centurion Wealth Management LLC | 0.12% | No change | 10,160 | $515K |
| Pinnacle Wealth Planning Services, Inc. | 0.06% | New | 10,112 | $513K |
| MPWM Advisory Solutions, LLC | 0.30% | Add +0.1% | 10,038 | $509K |
| Generation Capital Management LLC | 0.37% | No change | 10,000 | $507K |
| Northstar Financial Companies, Inc. | 0.47% | Reduce -8.1% | 9,968 | $506K |
| Crux Wealth Advisors | 0.20% | Add +4.4% | 9,961 | $505K |
| LVW Advisors, LLC | 0.05% | Reduce -26.2% | 9,870 | $501K |
| Alliance Wealth Advisors, LLC | 0.12% | New | 9,866 | $500K |
| Mma Asset Management LLC | 0.17% | Reduce -62.9% | 9,851 | $500K |
| Beta Wealth Group, Inc. | 0.20% | Add +51.5% | 9,818 | $498K |
| Forbes J M & Co. LLP | 0.04% | Reduce -18.4% | 9,791 | $497K |
| Glenview Trust Co | 0.01% | Add +5.2% | 9,788 | $497K |
| Kintra Wealth, LLC | 0.28% | Add +9.6% | 9,675 | $491K |
| Signal Advisors Wealth, LLC | 0.04% | Add +22.0% | 9,599 | $487K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -7.3% | 9,424 | $478K |
| Wellment Financial | 0.57% | Reduce -3.3% | 9,415 | $478K |
| Cordgrass Capital Advisors, LLC | 0.12% | No change | 9,409 | $477K |
| Curi Capital, LLC | 0.01% | Add +5.4% | 9,376 | $476K |
| Masso Torrence Wealth Management Inc. | 0.20% | No change | 9,318 | $473K |
| Kathleen S. Wright Associates Inc. | 0.17% | Reduce -5.2% | 9,297 | $472K |
| Pasadena Private Wealth, LLC | 0.07% | New | 9,295 | $472K |
| Life Line Wealth Management LLC | 0.14% | Add +1.1% | 9,242 | $469K |
| Prentice Wealth Management LLC | 0.12% | Add +8.2% | 9,238 | $469K |
| MBL Wealth, LLC | 0.04% | New | 9,090 | $461K |
| Evolution Wealth Management Inc. | 0.47% | Add +66.8% | 9,016 | $457K |
| OneAscent Financial Services LLC | 0.03% | Reduce -60.8% | 8,923 | $453K |
| Cibc World Market Inc. | 0.00% | Add +0.5% | 8,923 | $453K |
| Gill Capital Partners, LLC | 0.14% | Add +19.6% | 8,917 | $452K |
| Fiduciary Alliance LLC | 0.03% | Reduce -51.3% | 8,829 | $448K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -9.5% | 8,797 | $446K |
| Caldwell Sutter Capital, Inc. | 0.19% | Add +31.3% | 8,785 | $446K |
| Regions Financial Corp. | 0.00% | Reduce -8.4% | 8,750 | $444K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -63.7% | 8,711 | $442K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -8.7% | 8,687 | $441K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,672 | $440K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +18.1% | 8,658 | $439K |
| Faithward Advisors, LLC | 0.07% | Add +7.6% | 8,642 | $438K |
| Centerpoint Advisory Group | 0.33% | Reduce -4.2% | 8,469 | $430K |
| Millstone Evans Group, LLC | 0.27% | Reduce -2.6% | 8,462 | $429K |
| Ethos Financial Group, LLC | 0.03% | Reduce -0.8% | 8,427 | $428K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -15.5% | 8,411 | $426K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +741.5% | 8,364 | $424K |
| Insigneo Advisory Services, LLC | 0.03% | New | 8,353 | $424K |
| Sax Wealth Advisors, LLC | 0.02% | Add +2.7% | 8,306 | $421K |
| International Private Wealth Advisors LLC | 0.26% | Reduce -55.9% | 8,034 | $408K |
| WealthCare Investment Partners, LLC | 0.13% | Reduce -6.2% | 7,943 | $402K |
| Gimbal Financial | 0.24% | No change | 7,862 | $399K |
| SteelPeak Wealth, LLC | 0.01% | Add +31.7% | 7,836 | $398K |
| Guerra Pan Advisors, LLC | 0.24% | No change | 7,776 | $394K |
| Andrew Hill Investment Advisors, Inc. | 0.30% | No change | 7,684 | $390K |
| Atticus Wealth Management, LLC | 0.10% | Reduce -29.1% | 7,654 | $388K |
| Larson Financial Group LLC | 0.01% | Add +9.6% | 7,544 | $383K |
| ZEGA Investments, LLC | 0.09% | Reduce -90.0% | 7,505 | $381K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.4% | 7,484 | $380K |
| Able Wealth Management LLC | 0.14% | New | 7,459 | $378K |
| Childress Capital Advisors, LLC | 0.07% | Reduce -62.5% | 7,434 | $377K |
| SFE Investment Counsel | 0.06% | Reduce -25.1% | 7,417 | $376K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -2.3% | 7,386 | $375K |
| Mendel Money Management | 0.16% | Reduce -6.4% | 7,360 | $373K |
| Root Financial Partners, LLC | 0.02% | Reduce -34.9% | 7,344 | $373K |
| Moors & Cabot, Inc. | 0.02% | Reduce -16.2% | 7,209 | $366K |
| Balefire, LLC | 0.07% | Reduce -7.8% | 7,204 | $365K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -19.3% | 7,188 | $365K |
| OneAscent Family Office, LLC | 0.29% | Reduce -1.5% | 7,118 | $361K |
| World Equity Group, Inc. | 0.08% | Add +4.9% | 6,931 | $352K |
| Janney Capital Management LLC | 0.02% | New | 6,900 | $350K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 6,896 | $349K |
| BostonPremier Wealth LLC | 0.17% | Add +8.7% | 6,854 | $348K |
| Tred Avon Family Wealth, LLC | 0.12% | — | 6,828 | $346K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | Reduce -7.8% | 6,806 | $345K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.3% | 6,776 | $344K |
| Balentine LLC | 0.01% | New | 6,773 | $344K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -7.0% | 6,771 | $343K |
| Calton & Associates, Inc. | 0.05% | Add +46.6% | 6,751 | $342K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -28.7% | 6,710 | $340K |
| Comprehensive Money Management Services LLC | 0.24% | Reduce -58.1% | 6,700 | $340K |
| Aull & Monroe Investment Management Corp | 0.17% | No change | 6,684 | $339K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 6,681 | $339K |
| Albion Financial Group | 0.02% | No change | 6,670 | $338K |
| Flagstar Securities, Inc. | 0.10% | Reduce -31.3% | 6,640 | $337K |
| Slagle Financial, LLC | 0.12% | Add +0.2% | 6,614 | $336K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 6,600 | $335K |
| Maia Wealth LLC | 0.06% | New | 6,598 | $334K |
| Second Line Capital, LLC | 0.07% | Add +20.8% | 6,462 | $328K |
| Ironvine Capital Partners, LLC | 0.03% | No change | 6,441 | $327K |
| Benchmark Financial Wealth Advisors, LLC | 0.10% | Add +5.0% | 6,423 | $326K |
| Diversified Trust Co. | 0.01% | Add +5.2% | 6,360 | $323K |
| Unique Wealth, LLC | 0.05% | Reduce -23.3% | 6,320 | $321K |
| EPG Wealth Management LLC | 0.09% | Add +0.6% | 6,281 | $319K |
| Orion Capital Management LLC | 0.11% | No change | 6,236 | $316K |
| Physician Wealth Advisors, Inc. | 0.04% | Reduce -2.5% | 6,224 | $316K |
| Venture Visionary Partners LLC | 0.01% | New | 6,179 | $313K |
| Modera Wealth Management, LLC | 0.00% | Reduce -4.3% | 6,106 | $310K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -29.6% | 6,051 | $307K |
| Emerald Advisors, LLC | 0.04% | Reduce -21.0% | 6,010 | $305K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,000 | $304K |
| Summit Trail Advisors, LLC | 0.00% | No change | 5,971 | $303K |
| Canton Hathaway, LLC | 0.06% | New | 5,953 | $302K |
| 2UniFi Bank | 0.15% | Reduce -2.1% | 5,944 | $302K |
| PMV Capital Advisers, LLC | 0.58% | Reduce -30.7% | 5,904 | $300K |
| NCM Capital Management, LLC | 0.12% | Add +9.3% | 5,848 | $297K |
| Moller Wealth Partners | 0.06% | Reduce -14.3% | 5,835 | $296K |
| Proffitt & Goodson Inc. | 0.04% | Add +93.5% | 5,828 | $296K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 5,828 | $296K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,828 | $296K |
| PFS Partners, LLC | 0.14% | Add +15.5% | 5,730 | $291K |
| Secured Retirement Advisors, LLC | 0.16% | Reduce -30.0% | 5,725 | $290K |
| Inscription Capital, LLC | 0.03% | Reduce -42.2% | 5,711 | $290K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -12.9% | 5,699 | $289K |
| Master's Wealth Management Inc. | 0.12% | Add +1.1% | 5,625 | $285K |
| Empirical Asset Management, LLC | 0.08% | No change | 5,592 | $284K |
| Baker Tilly Wealth Management, LLC | 0.06% | Reduce -33.3% | 5,581 | $283K |
| 49 Wealth Management, LLC | 0.03% | New | 5,568 | $282K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,554 | $282K |
| InTrack Investment Management Inc | 0.17% | No change | 5,534 | $281K |
| Resurgent Financial Advisors LLC | 0.14% | Reduce -63.3% | 5,533 | $281K |
| Haverford Trust Co | 0.00% | Reduce -9.1% | 5,500 | $279K |
| Aurdan Capital Management, LLC | 0.09% | No change | 5,437 | $276K |
| Harbor Group, Inc. | 0.04% | New | 5,377 | $273K |
| CWC Advisors, LLC. | 0.13% | Reduce -1.8% | 5,372 | $273K |
| Intellus Advisors LLC | 0.04% | Add +7.0% | 5,328 | $270K |
| Courier Capital LLC | 0.02% | Reduce -8.5% | 5,315 | $270K |
| Milestone Asset Management Group, LLC | 0.17% | New | 5,261 | $267K |
| BlackDiamond Wealth Management, LLC | 0.14% | Add +5.8% | 5,235 | $266K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 5,144 | $261K |
| Morey & Quinn Wealth Partners, LLC | 0.19% | Reduce -6.7% | 5,121 | $260K |
| BWM Planning, LLC | 0.08% | New | 5,102 | $259K |
| Integrated Capital Management, LLC | 0.11% | Reduce -1.0% | 5,098 | $259K |
| Morris Financial Concepts, Inc. | 0.09% | Add +1.6% | 5,092 | $258K |
| Csenge Advisory Group | 0.01% | Reduce -61.9% | 5,085 | $258K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,000 | $254K |
| Richards, Merrill & Peterson, Inc. | 0.11% | No change | 4,980 | $253K |
| K2 Financial Inc. | 0.20% | Reduce -0.4% | 4,959 | $251K |
| NorthRock Partners, LLC | 0.00% | Reduce -12.4% | 4,928 | $250K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,925 | $250K |
| BCGM Wealth Management, LLC | 0.07% | Reduce -0.2% | 4,925 | $250K |
| Keybank National Association | 0.00% | No change | 4,900 | $249K |
| TABR Capital Management, LLC | 0.17% | Reduce -17.4% | 4,898 | $249K |
| Berger Financial Group, Inc | 0.01% | Add +0.2% | 4,884 | $248K |
| Ascent Group, LLC | 0.01% | Add +1.6% | 4,857 | $246K |
| New Republic Capital, LLC | 0.08% | Add +2.6% | 4,854 | $246K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Add +2.7% | 4,834 | $245K |
| Terril Brothers, Inc. | 0.07% | No change | 4,800 | $244K |
| Avaii Wealth Management, LLC | 0.09% | Add +6.4% | 4,788 | $243K |
| American Money Management, LLC | 0.04% | Add +1.1% | 4,775 | $242K |
| Trust Co | 0.02% | No change | 4,756 | $241K |
| LongView Wealth Management | 0.07% | Add +0.6% | 4,749 | $241K |
| Lantern Wealth Advisors, LLC | 0.13% | Add +5.0% | 4,721 | $240K |
| Accurate Wealth Management, LLC | 0.03% | Add +0.7% | 4,710 | $239K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.4% | 4,704 | $239K |
| Capital Insight Partners, LLC | 0.04% | No change | 4,696 | $238K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -36.2% | 4,690 | $238K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $235K |
| Lakeridge Wealth Management LLC | 0.10% | New | 4,564 | $232K |
| Nicolet Advisory Services, LLC | 0.02% | Add +3.9% | 4,556 | $231K |
| IFG Advisors, LLC | 0.04% | Reduce -1.1% | 4,495 | $228K |
| IVC Wealth Advisors LLC | 0.10% | Reduce -2.4% | 4,477 | $227K |
| ETF Store, Inc. | 0.24% | Add +0.8% | 4,411 | $224K |
| Fullcircle Wealth LLC | 0.08% | No change | 4,419 | $224K |
| Plan Group Financial, LLC | 0.06% | No change | 4,351 | $221K |
| Client First Investment Management LLC | 0.11% | Reduce -14.6% | 4,321 | $219K |
| Stonebridge Financial Group, LLC | 0.02% | Reduce -7.5% | 4,319 | $219K |
| Nicolet Bankshares Inc. | 0.04% | New | 4,303 | $218K |
| Heck Capital Advisors, LLC | 0.02% | New | 4,302 | $218K |
| Etesian Wealth Advisors, Inc. | 0.07% | Reduce -15.9% | 4,296 | $218K |
| Muirfield Wealth Advisors LLC | 0.16% | Reduce -1.2% | 4,274 | $217K |
| Hills Bank & Trust Co | 0.01% | No change | 4,252 | $216K |
| SYM FINANCIAL Corp | 0.02% | Reduce -0.0% | 4,245 | $215K |
| TT Capital Management LLC | 0.16% | No change | 4,224 | $214K |
| Kraematon Investment Advisors, Inc. | 0.18% | Add +0.3% | 4,158 | $211K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $211K |
| Alpha Financial Partners LLC | 0.14% | Reduce -19.9% | 4,154 | $211K |
| Duncan Williams Asset Management, LLC | 0.06% | New | 4,147 | $210K |
| Sunflower Bank, N.A. | 0.05% | No change | 4,115 | $209K |
| Tempus Wealth Planning, LLC | 0.05% | No change | 4,114 | $209K |
| Koshinski Asset Management, Inc. | 0.01% | New | 4,063 | $206K |
| Obermeyer Wealth Partners | 0.01% | New | 4,063 | $206K |
| Intelligence Driven Advisers, LLC | 0.03% | Reduce -5.5% | 4,014 | $204K |
| Financial Alternatives, Inc | 0.12% | No change | 4,000 | $203K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $203K |
| Angeles Wealth Management, LLC | 0.01% | No change | 4,000 | $203K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -87.1% | 4,000 | $203K |
| Claro Advisors Inc. | 0.03% | New | 3,996 | $203K |
| Tiaa Trust, National Association | 0.00% | New | 3,963 | $201K |
| Kathmere Capital Management, LLC | 0.01% | Reduce -0.1% | 3,954 | $201K |
| BKM Wealth Management, LLC | 0.07% | New | 3,874 | $197K |
| Fairway Wealth LLC | 0.05% | No change | 3,775 | $192K |
| BlackRock, Inc. | 0.00% | Reduce -19.9% | 3,605 | $183K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -98.1% | 3,575 | $181K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,500 | $178K |
| Barrett & Company, Inc. | 0.06% | No change | 3,475 | $176K |
| Guerra Advisors Inc | 0.06% | New | 3,446 | $175K |
| Harbor Asset Planning, Inc. | 0.15% | Add +1.1% | 3,298 | $167K |
| WPG Advisers, LLC | 0.12% | Add +36.8% | 3,125 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.8% | 3,109 | $158K |
| WFA of San Diego, LLC | 0.11% | Reduce -66.2% | 3,036 | $154K |
| First Horizon Corp. | 0.01% | — | 2,853 | $145K |
| Versant Capital Management, Inc | 0.02% | New | 2,788 | $141K |
| HFM Investment Advisors, LLC | 0.06% | Reduce -7.0% | 2,671 | $135K |
| Washington Trust Advisors, Inc. | 0.01% | Add +1.1% | 2,614 | $133K |
| CIBC Private Wealth Group LLC | 0.00% | Add +27.9% | 2,478 | $126K |
| Heartwood Wealth Advisors LLC | 0.01% | New | 2,383 | $121K |
| Ameriflex Group, Inc. | 0.05% | Add +46.8% | 2,380 | $121K |
| Hurley Capital, LLC | 0.07% | Reduce -31.2% | 2,373 | $120K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,339 | $119K |
| Main Management LLC | 0.01% | No change | 2,167 | $110K |
| Vestor Capital, LLC | 0.01% | Add +163.4% | 2,139 | $109K |
| HM Payson & Co. | 0.00% | No change | 2,092 | $106K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,013 | $102K |
| Archer Investment Corp | 0.02% | Add +11.2% | 1,991 | $101K |
| Peck Wealth Management, LLC | 0.10% | — | 1,958 | $99K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,934 | $98K |
| Cape Investment Advisory, Inc. | 0.09% | Add +25.5% | 1,877 | $95K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,822 | $92K |
| Brentview Investment Management LLC | 0.04% | Add +142.9% | 1,700 | $86K |
| Longview Financial Advisors LLC | 0.05% | No change | 1,657 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -31.7% | 1,649 | $84K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1765.0% | 1,492 | $76K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,480 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +51.5% | 1,438 | $73K |
| Frazier Financial Advisors, LLC | 0.04% | Add +73.2% | 1,415 | $72K |
| Maseco LLP | 0.00% | Add +2720.0% | 1,269 | $64K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +3.3% | 1,249 | $63K |
| NBT Bank, N.A. | 0.00% | No change | 1,226 | $62K |
| Abich Financial Wealth Management LLC | 0.02% | — | 1,223 | $62K |
| Aventura Private Wealth, LLC | 0.02% | No change | 1,217 | $62K |
| First Pacific Financial | 0.01% | Add +1.1% | 1,077 | $55K |
| West Oak Capital, LLC | 0.03% | Reduce -55.8% | 106,912 | $54K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,040 | $53K |
| Clarity Asset Management, Inc. | 0.03% | Add +1.1% | 1,031 | $52K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $51K |
| St Germain D J Co. Inc. | 0.00% | No change | 996 | $51K |
| Wagner Wealth Management, LLC | 0.01% | No change | 979 | $50K |
| Flagship Wealth Advisors, LLC | 0.02% | No change | 939 | $48K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -11.7% | 895 | $45K |
| Perritt Capital Management Inc | 0.02% | Add +1.2% | 872 | $44K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | Add +32.2% | 800 | $41K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 775 | $39K |
| McIlrath & Eck, LLC | 0.00% | Reduce -88.3% | 766 | $39K |
| American National Bank & Trust | 0.00% | New | 740 | $38K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 732 | $37K |
| Bogart Wealth, LLC | 0.00% | No change | 706 | $36K |
| Pandora Wealth, Inc. | 0.02% | Reduce -6.3% | 638 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.3% | 610 | $31K |
| Legacy Wealth Managment, LLC | 0.01% | Add +745.8% | 609 | $31K |
| MGB Wealth Management, LLC | 0.01% | New | 591 | $30K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -29.6% | 567 | $29K |
| Painted Porch Advisors LLC | 0.01% | Reduce -36.2% | 500 | $25K |
| Rossmore Private Capital | 0.00% | New | 500 | $25K |
| Cardiff Park Advisors, LLC | 0.00% | New | 498 | $25K |
| Chelsea Counsel Co. | 0.01% | No change | 485 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Sound Income Strategies, LLC | 0.00% | Reduce -62.1% | 440 | $22K |
| Tucker Asset Management LLC | 0.01% | No change | 419 | $21K |
| Rakuten Securities, Inc. | 0.01% | Add +8000.0% | 405 | $21K |
| Community Bank, N.A. | 0.00% | No change | 400 | $20K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 396 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 397 | $20K |
| TD Private Client Wealth LLC | 0.00% | Reduce -58.7% | 393 | $20K |
| Hilltop National Bank | 0.00% | No change | 391 | $20K |
| Coston, McIsaac & Partners | 0.00% | New | 336 | $17K |
| Promus Capital, LLC | 0.01% | New | 334 | $17K |
| Curio Wealth, LLC | 0.01% | Add +267.1% | 312 | $16K |
| Tsfg, LLC | 0.00% | New | 299 | $15K |
| Simplex Trading, LLC | 0.00% | Add +42.7% | 314 | $15K |
| Rice Partnership, LLC | 0.00% | New | 292 | $15K |
| Oakworth Capital, Inc. | 0.00% | New | 292 | $15K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 250 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.2% | 245 | $12K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -56.3% | 233 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 232 | $12K |
| FSA Wealth Management LLC | 0.00% | No change | 200 | $10K |
| Deseret Mutual Benefit Administrators | 0.00% | Reduce -99.5% | 195 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 188 | $10K |
| Asset Dedication, LLC | 0.00% | Add +2371.4% | 173 | $9K |
| Financial Life Planners | 0.01% | New | 153 | $8K |
| Imprint Wealth LLC | 0.02% | — | 150 | $8K |
| Silicon Valley Capital Partners | 0.00% | Reduce -80.2% | 144 | $7K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 136 | $7K |
| Hughes Financial Services, LLC | 0.00% | Reduce -50.0% | 129 | $7K |
| Consultiva Wealth Management, Corp. | 0.02% | Reduce -99.2% | 120 | $6K |
| Park Square Financial Group, LLC | 0.03% | Reduce -90.5% | 119 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 111 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | New | 94 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.4% | 71 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 62 | $3K |
| Operose Advisors LLC | 0.00% | No change | 61 | $3K |
| Rossby Financial, LCC | 0.00% | No change | 53 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -60.4% | 36 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $2K |
| Trust Co. of Vermont | 0.00% | New | 30 | $2K |
| LRI Investments, LLC | 0.00% | No change | 25 | $1K |
| Mather Group, Llc. | 0.00% | New | 25 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 24 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 30 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $913 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $812 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 13 | $659 |
| Optimum Investment Advisors | 0.00% | No change | 11 | $558 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 8 | $406 |
| Fortis Group Advisors, LLC | 0.00% | Reduce -100.0% | 4 | $203 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.