JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q4 2025 (December 31)1,203holders +84
78new positions
67sold out
4famous investors
$50.61avg. 13F price*
At the end of Q4 2025, 1,203 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 84 from Q3 2025. 78 opened new positions and 67 sold out. The largest holders were JPMorgan Chase & Co. ($5.4B), Morgan Stanley ($3.1B) and LPL Financial LLC ($992.6M). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- JPMorgan Ultra-Short Income
- CUSIP
- 46641Q837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $91.1M |
| Exits | 67 | $221.0M |
All 13F filers, Q3 2025 → Q4 2025: 40,642,904 shares bought and 21,321,196 shares sold, net +19,321,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,203 holders
| JPMorgan Chase & Co. | 0.36% | Add +10.1% | 106,472,614 | $5.4B |
| Morgan Stanley | 0.19% | Add +2.4% | 61,468,768 | $3.1B |
| LPL Financial LLC | 0.27% | Add +8.0% | 19,620,900 | $992.6M |
| Bank of America Corp. | 0.06% | Add +0.9% | 16,175,293 | $818.3M |
| Betterment LLC | 1.27% | Add +8.2% | 13,181,100 | $666.8M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.7% | 11,445,396 | $579.0M |
| FMR LLC | 0.03% | Reduce -8.8% | 10,749,658 | $543.8M |
| Wells Fargo & Company | 0.10% | Add +2.5% | 9,606,957 | $486.0M |
| UBS Group AG | 0.09% | Add +5.9% | 9,469,398 | $479.1M |
| HB Wealth Management, LLC | 3.08% | Add +1.5% | 9,443,109 | $475.3M |
| Temasek Holdings (Private) Ltd | 0.97% | No change | 5,919,494 | $299.5M |
| Raymond James Financial Inc. | 0.09% | Add +13.5% | 5,897,602 | $298.4M |
| Wealth Enhancement Advisory Services, LLC | 0.39% | Reduce -19.6% | 5,695,603 | $288.3M |
| Foster Dykema Cabot & Partners, LLC | 15.24% | Add +26.3% | 4,884,480 | $248.0M |
| Cerity Partners LLC | 0.36% | Reduce -4.1% | 4,882,933 | $247.0M |
| Royal Bank of Canada | 0.04% | Add +8.9% | 4,837,946 | $244.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +9.4% | 4,335,889 | $219.4M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -19.9% | 4,013,417 | $203.0M |
| Ameriprise Financial Inc. | 0.04% | Reduce -1.2% | 3,514,101 | $177.8M |
| Cambridge Investment Research Advisors, Inc. | 0.44% | Add +34.3% | 3,271,997 | $165.5M |
| Cetera Investment Advisers | 0.17% | Add +4.5% | 3,065,269 | $155.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -8.7% | 2,577,517 | $130.4M |
| RiverFront Investment Group, LLC | 2.11% | Add +87.1% | 2,530,212 | $128.0M |
| Axxcess Wealth Management, LLC | 1.74% | Add +65.4% | 1,925,152 | $97.4M |
| Cornerstone Management, Inc. | 15.87% | Add +2.6% | 1,923,884 | $97.3M |
| Bridgewater Advisors Inc. | 6.14% | Add +3.3% | 1,867,988 | $94.7M |
| Stifel Financial Corp. | 0.08% | Reduce -2.0% | 1,816,996 | $91.9M |
| Ancora Advisors LLC | 1.89% | Add +9.2% | 1,806,977 | $91.4M |
| Jones Financial Companies LLLP | 0.05% | Add +22.8% | 1,774,595 | $89.8M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -8.8% | 1,770,458 | $89.6M |
| Quadrant Capital Group LLC | 2.67% | Add +15.9% | 1,743,625 | $88.2M |
| Fifth Third Bancorp | 0.27% | Add +22.0% | 1,685,583 | $85.3M |
| Legacy Wealth Management, LLC | 4.76% | Add +5.4% | 1,631,362 | $82.5M |
| Greenwood Gearhart LLC | 4.42% | Add +13.8% | 1,587,784 | $80.3M |
| Assetmark, Inc. | 0.16% | Add +5.6% | 1,522,345 | $77.0M |
| Focus Partners Wealth | 0.08% | Add +149.9% | 1,440,192 | $73.0M |
| Lido Advisors, LLC | 0.28% | Add +1017.1% | 1,410,553 | $71.4M |
| United Capital Financial Advisors, LLC | 0.42% | Add +20.0% | 1,380,840 | $69.9M |
| NorthCoast Asset Management LLC | 1.51% | Reduce -31.4% | 1,348,757 | $68.2M |
| Rock Creek Group LLC | 7.35% | Add +3.0% | 1,294,929 | $65.5M |
| Thrivent Financial for Lutherans | 0.12% | Add +286.0% | 1,266,826 | $64.2M |
| John A. Wolfe & Associates, Inc. | 34.31% | — | 1,255,984 | $63.5M |
| NewEdge Advisors, LLC | 0.22% | Add +36.3% | 1,214,499 | $61.4M |
| MML Investors Services, LLC | 0.15% | Reduce -7.2% | 1,211,818 | $61.3M |
| Captrust Financial Advisors | 0.11% | Add +23.6% | 1,184,363 | $59.9M |
| Crane Advisory, LLC | 8.98% | Reduce -20.7% | 1,172,033 | $59.4M |
| Kensington Asset Management, LLC | 3.05% | Add +7.6% | 1,161,999 | $59.0M |
| N.E.W. Advisory Services LLC | 4.33% | Add +4.9% | 1,157,721 | $58.6M |
| Sei Investments Co. | 0.06% | Add +1.4% | 1,144,058 | $57.9M |
| Waverly Advisors, LLC | 0.47% | Add +85.8% | 1,137,455 | $57.5M |
| Private Advisor Group, LLC | 0.27% | Reduce -2.6% | 1,125,473 | $56.9M |
| Cwm, LLC | 0.15% | Reduce -4.0% | 1,115,317 | $56.4M |
| HighTower Advisors, LLC | 0.06% | Add +34.7% | 1,062,461 | $53.7M |
| Acorns Advisers, LLC | 0.38% | Add +2.1% | 1,007,576 | $51.0M |
| McMorgan & Co. LLC | 8.38% | Add +18.3% | 999,267 | $50.6M |
| Capital Asset Advisory Services LLC | 1.95% | Add +65.5% | 959,528 | $48.6M |
| Janney Montgomery Scott LLC | 0.11% | Add +14.4% | 942,754 | $47.7M |
| PFG Investments, LLC | 2.24% | Add +1236.7% | 940,405 | $47.6M |
| Citizens Financial Group Inc. | 0.63% | Add +6.0% | 919,399 | $46.7M |
| Valmark Advisers, Inc. | 0.56% | Add +1.1% | 902,017 | $45.6M |
| Round Rock Advisors LLC | 6.86% | Add +2.4% | 900,926 | $45.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 1.34% | Reduce -53.0% | 889,900 | $45.0M |
| Peterson Wealth Advisors, LLC | 5.93% | Add +7.8% | 879,733 | $44.5M |
| Trustmark Bank Trust Department | 2.62% | Add +10.5% | 820,320 | $41.5M |
| Alpha Omega Wealth Management LLC | 6.80% | Add +1.1% | 810,487 | $41.0M |
| Signaturefd, LLC | 0.62% | Reduce -3.3% | 808,575 | $40.9M |
| Stephens Inc. | 0.51% | Add +6.2% | 806,296 | $40.8M |
| MAI Capital Management | 0.24% | Add +30.0% | 805,176 | $40.7M |
| Bramshill Investments, LLC | 2.23% | No change | 780,797 | $39.5M |
| Mgo One Seven LLC | 0.79% | Add +0.3% | 764,410 | $38.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.6% | 760,459 | $38.5M |
| Fairview Capital Investment Management, LLC | 1.94% | Add +2.2% | 748,106 | $37.8M |
| AdvisorNet Financial, Inc | 2.00% | Add +9.2% | 742,191 | $37.5M |
| Great Point Wealth Advisors, LLC | 6.63% | Add +4.5% | 718,205 | $36.3M |
| Retirement Income Solutions, Inc. | 6.13% | Reduce -24.0% | 714,240 | $36.1M |
| San Luis Wealth Advisors LLC | 6.01% | Reduce -7.5% | 709,422 | $35.9M |
| Rosenberg Matthew Hamilton | 7.28% | Add +5.5% | 695,111 | $35.2M |
| WCG Wealth Advisors LLC | 0.97% | Add +168.2% | 682,190 | $34.5M |
| Franklin Resources Inc. | 0.01% | Add +10.7% | 677,259 | $34.3M |
| Highline Wealth Partners LLC | 9.35% | Add +42.3% | 657,333 | $33.3M |
| Gerber Kawasaki Wealth & Investment Management | 1.15% | Add +9.2% | 652,830 | $33.0M |
| AlphaCore Capital LLC | 0.74% | Add +239.4% | 649,655 | $33.0M |
| Phoenix Wealth Advisors | 12.58% | Add +3.6% | 646,548 | $32.7M |
| Equitable Holdings, Inc. | 0.22% | Add +4.9% | 624,863 | $31.6M |
| Mariner, LLC | 0.04% | Reduce -5.3% | 619,748 | $31.4M |
| Cobblestone Asset Management LLC | 13.97% | Add +1.7% | 615,378 | $31.1M |
| Beacon Investment Advisory Services, Inc. | 1.25% | Add +19.0% | 606,060 | $30.7M |
| Dynamic Advisor Solutions LLC | 0.97% | Add +4.9% | 598,814 | $30.3M |
| StrongBox Wealth, LLC | 9.90% | Add +4.2% | 595,494 | $30.1M |
| Dakota Wealth Management | 0.53% | Add +28.6% | 585,556 | $29.6M |
| Roberts Wealth Advisors, LLC | 7.69% | Add +18.5% | 582,233 | $29.5M |
| Naviter Wealth, LLC | 3.83% | Reduce -29.5% | 578,520 | $29.4M |
| Kestra Advisory Services, LLC | 0.12% | Add +4.5% | 576,862 | $29.2M |
| Gotham Asset Management | 0.11% | Add +26.2% | 569,575 | $28.8M |
| Roof Eidam Maycock Peralta, LLC | 6.41% | Add +36.7% | 559,018 | $28.3M |
| Integrated Wealth Concepts LLC | 0.33% | Reduce -38.8% | 551,701 | $27.9M |
| SkyOak Wealth, LLC | 4.96% | Add +7.1% | 544,898 | $27.6M |
| Peapack Gladstone Financial Corp. | 0.34% | Reduce -7.8% | 533,742 | $27.0M |
| Evensky & Katz LLC | 1.50% | Add +3.9% | 525,679 | $26.6M |
| American Trust | 2.23% | Add +0.3% | 525,224 | $26.6M |
| Exchange Traded Concepts, LLC | 0.22% | Add +0.9% | 519,628 | $26.3M |
| Spire Wealth Management | 0.87% | Reduce -64.0% | 516,002 | $26.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +154.2% | 330,064 | $26.0M |
| Weatherly Asset Management L. P. | 2.00% | Add +0.9% | 511,137 | $25.9M |
| Sollinda Capital Management LLC | 6.50% | Reduce -3.5% | 503,296 | $25.5M |
| Bryn Mawr Trust Advisors, LLC | 1.21% | Reduce -1.4% | 497,477 | $25.2M |
| Flagship Harbor Advisors, LLC | 1.18% | Reduce -8.0% | 494,963 | $25.0M |
| Baird Financial Group, Inc. | 0.04% | Add +38.5% | 491,707 | $24.9M |
| Mason Street Advisors, LLC | 2.39% | Add +2.6% | 480,735 | $24.3M |
| Appleton Partners Inc. | 1.60% | Reduce -0.8% | 479,117 | $24.2M |
| Saiph Capital, LLC | 8.54% | Add +27.1% | 470,160 | $23.8M |
| Corient Private Wealth LP | 0.03% | Add +340.6% | 469,363 | $23.7M |
| Ironwood Wealth Management, Inc. | 10.55% | Reduce -0.9% | 464,464 | $23.5M |
| Resonant Capital Advisors, LLC | 1.29% | Add +132.2% | 460,712 | $23.4M |
| MBM Wealth Consultants, LLC | 5.55% | Add +16.4% | 461,016 | $23.3M |
| Clarus Group, Inc. | 8.26% | Reduce -3.7% | 453,143 | $22.9M |
| Capital Advisors Wealth Management, LLC | 3.07% | Add +6.0% | 445,624 | $22.5M |
| Compass Financial Services Inc | 9.70% | Reduce -0.5% | 444,855 | $22.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | Add +8.9% | 442,921 | $22.4M |
| Donaldson Capital Management, LLC | 0.70% | Add +12.5% | 436,286 | $22.1M |
| YHB Investment Advisors, Inc. | 1.52% | Add +49.2% | 434,038 | $22.0M |
| Mascoma Wealth Management LLC | 4.67% | Add +2.9% | 430,219 | $21.8M |
| Soltis Investment Advisors LLC | 1.43% | Reduce -7.7% | 427,796 | $21.6M |
| Legacy Wealth Advisors, LLC | 14.23% | — | 426,150 | $21.6M |
| Thomasville National Bank | 1.33% | Add +2.8% | 424,130 | $21.5M |
| Capital Investment Advisory Services, LLC | 1.51% | Reduce -3.8% | 421,584 | $21.3M |
| Beacon Bank & Trust | 4.30% | Reduce -29.9% | 419,166 | $21.2M |
| Souders Financial Advisors | 2.43% | Add +3.5% | 418,820 | $21.2M |
| Arbor Investment Advisors, LLC | 2.76% | Reduce -0.4% | 414,185 | $21.0M |
| Mainstream Capital Management LLC | 13.57% | Reduce -7.2% | 409,853 | $20.7M |
| White Wing Wealth Management | 12.11% | Reduce -0.8% | 401,082 | $20.3M |
| IMZ Advisory Inc | 7.39% | Reduce -3.1% | 399,020 | $20.2M |
| Family Investment Center, Inc. | 4.03% | Add +4.1% | 394,554 | $20.0M |
| Ridgeline Wealth Planning, LLC | 14.23% | Reduce -9.1% | 394,281 | $19.9M |
| Harbour Investments, Inc. | 0.40% | Add +2.2% | 393,308 | $19.9M |
| IFP Advisors, Inc | 0.45% | Reduce -5.8% | 391,796 | $19.8M |
| AE Wealth Management LLC | 0.11% | Add +15.7% | 389,372 | $19.7M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +3.4% | 386,935 | $19.6M |
| Jacobi Capital Management LLC | 1.13% | Add +86.6% | 384,459 | $19.4M |
| Cooper Financial Group | 2.06% | Reduce -2.2% | 383,568 | $19.4M |
| Comerica Bank | 0.08% | Add +36.0% | 378,570 | $19.2M |
| D.A. Davidson & Co. | 0.12% | Reduce -4.5% | 377,522 | $19.1M |
| Selby Wealth Management, LLC | 7.66% | — | 375,758 | $19.0M |
| Strategent Financial, LLC | 12.00% | Add +5.0% | 374,756 | $19.0M |
| Cahaba Wealth Management, Inc. | 1.31% | Add +6.4% | 372,281 | $18.8M |
| WJ Wealth Management, LLC | 8.02% | Reduce -1.9% | 362,300 | $18.3M |
| OneDigital Investment Advisors LLC | 0.18% | Add +34.4% | 359,071 | $18.2M |
| Heritage Oak Wealth Advisors LLC | 6.69% | Reduce -20.0% | 356,364 | $18.1M |
| Summit Wealth Partners, LLC | 3.21% | Add +5.4% | 343,385 | $17.4M |
| Financial Management Professionals, Inc. | 1.78% | Add +5.7% | 339,541 | $17.2M |
| Sowell Financial Services LLC | 0.63% | Add +161.6% | 340,348 | $17.2M |
| Per Stirling Capital Management, LLC. | 1.89% | Add +10.4% | 333,386 | $16.9M |
| Frisch Financial Group, Inc. | 3.77% | Reduce -43.9% | 331,679 | $16.8M |
| &partners | 0.09% | Add +8.7% | 331,805 | $16.8M |
| Lane Brothers & Co. Inc. | 12.15% | — | 331,906 | $16.8M |
| Flaharty Asset Management, LLC | 2.08% | Add +2.7% | 328,513 | $16.6M |
| Allworth Financial LP | 0.07% | Reduce -2.4% | 328,041 | $16.6M |
| Independent Financial Group, LLC | 0.37% | Reduce -3.4% | 323,909 | $16.4M |
| LPWM LLC | 4.11% | Reduce -9.6% | 321,899 | $16.3M |
| JFS Wealth Advisors, LLC | 0.92% | Add +0.6% | 321,825 | $16.3M |
| Truist Financial Corp. | 0.02% | Add +18.1% | 313,578 | $15.9M |
| Verum Partners LLC | 3.17% | Reduce -0.0% | 311,255 | $15.7M |
| Palumbo Wealth Management LLC | 3.87% | New | 310,268 | $15.7M |
| Essex Financial Services, Inc. | 0.89% | Add +29.9% | 309,877 | $15.7M |
| Composition Wealth, LLC | 0.22% | Add +3.6% | 309,688 | $15.7M |
| Legacy CG, LLC | 4.37% | Add +22.4% | 308,843 | $15.6M |
| Allen Capital Group, LLC | 1.44% | Add +22.6% | 308,587 | $15.6M |
| Cerro Pacific Wealth Advisors LLC | 4.21% | Add +4.9% | 308,311 | $15.6M |
| VCI Wealth Management LLC | 4.32% | Add +10.0% | 307,261 | $15.5M |
| Prism Advisors, Inc. | 4.14% | Add +10.3% | 307,102 | $15.5M |
| Atlantic Union Bankshares Corp | 0.29% | Add +3.2% | 306,478 | $15.5M |
| Pinnacle Financial Partners, Inc. | 0.12% | — | 305,665 | $15.5M |
| Ridgepath Capital Management LLC | 6.95% | No change | 298,335 | $15.1M |
| Sand Hill Global Advisors, LLC | 0.52% | Add +4.7% | 295,889 | $15.0M |
| Kwmg, LLC | 1.28% | Add +5.8% | 293,858 | $14.9M |
| Paradigm, Strategies in Wealth Management, LLC | 9.74% | Reduce -7.4% | 293,304 | $14.8M |
| Ruggaard & Associates LLC | 5.75% | Reduce -7.0% | 288,921 | $14.6M |
| Requisite Capital Management, LLC | 2.76% | Add +23.8% | 286,425 | $14.5M |
| IronBridge Private Wealth, LLC | 4.59% | No change | 285,794 | $14.5M |
| Fluent Financial, LLC | 5.51% | Reduce -28.1% | 285,695 | $14.5M |
| Buck Wealth Strategies, LLC | 1.82% | Add +7.3% | 283,986 | $14.4M |
| Apollon Wealth Management, LLC | 0.25% | Add +2.7% | 283,853 | $14.4M |
| Simon Quick Advisors, LLC | 0.61% | Add +0.3% | 277,522 | $14.0M |
| Montag A & Associates Inc. | 0.64% | Reduce -9.6% | 276,303 | $14.0M |
| SOL Capital Management CO | 1.25% | Add +14.1% | 275,791 | $14.0M |
| Krilogy Financial LLC | 0.47% | Reduce -1.5% | 273,497 | $13.9M |
| RPg Family Wealth Advisory, LLC | 3.04% | Add +558.4% | 272,403 | $13.8M |
| Tradewinds, LLC. | 3.29% | Add +38.9% | 272,740 | $13.8M |
| Insight Wealth Partners, LLC | 5.65% | Add +2.8% | 268,202 | $13.6M |
| Noesis Capital Mangement Corp. | 1.97% | Add +26.5% | 267,919 | $13.6M |
| REDW Wealth LLC | 5.16% | Reduce -3.2% | 267,544 | $13.5M |
| TD Capital Management LLC | 1.20% | Add +1.0% | 266,755 | $13.5M |
| Taylor Securities Services, Inc. | 6.10% | — | 264,319 | $13.4M |
| Parkside Investments, LLC | 1.66% | Reduce -5.1% | 260,426 | $13.2M |
| Centaurus Financial, Inc. | 0.60% | Add +0.0% | 258,458 | $13.1M |
| Mutual Advisors, LLC | 0.28% | Add +3.1% | 255,934 | $12.9M |
| Prosperity Consulting Group, LLC | 0.58% | Reduce -5.9% | 255,895 | $12.9M |
| Heritage Financial Services, LLC | 1.08% | Reduce -1.4% | 255,596 | $12.9M |
| NavPoint Financial, Inc. | 5.49% | Add +14.3% | 253,969 | $12.8M |
| Scotia Capital Inc. | 0.05% | Reduce -11.4% | 253,552 | $12.8M |
| Spectrum Planning & Advisory Services Inc. | 6.58% | Add +10.5% | 252,878 | $12.8M |
| Scott Capital Advisors, LLC | 2.78% | Reduce -1.3% | 248,450 | $12.6M |
| NewEdge Wealth, LLC | 0.14% | Add +0.4% | 248,279 | $12.6M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +9.2% | 246,557 | $12.5M |
| Paradigm Capital Management, LLC | 11.65% | Add +2.9% | 244,989 | $12.4M |
| Paces Ferry Wealth Advisors, LLC | 4.98% | Add +7.9% | 242,396 | $12.3M |
| J.W. Cole Advisors, Inc. | 0.30% | Add +5.3% | 252,466 | $12.2M |
| Hudock, Inc. | 1.80% | Add +3.5% | 241,856 | $12.2M |
| Ceera Investments, LLC | 4.72% | Reduce -8.4% | 241,403 | $12.2M |
| Whitaker-Myers Wealth Managers, LTD. | 2.54% | Add +11.2% | 240,792 | $12.2M |
| Crestmont Private Wealth LLC | 3.96% | Add +2.4% | 240,670 | $12.2M |
| Matthew Goff Investment Advisor, LLC | 2.14% | Add +62.7% | 238,607 | $12.1M |
| Great Valley Advisor Group, Inc. | 0.23% | Reduce -54.6% | 235,616 | $11.9M |
| Legacy Capital Group California, Inc. | 2.89% | Add +5.2% | 235,521 | $11.9M |
| Bfsg, LLC | 1.14% | Add +2.5% | 232,577 | $11.8M |
| Cresset Asset Management, LLC | 0.05% | Reduce -18.1% | 229,885 | $11.7M |
| Wellington Grp LLC | 3.87% | — | 229,677 | $11.6M |
| Choice Wealth Advisors LLC | 4.54% | Add +1.6% | 226,782 | $11.5M |
| Financial Security Advisor, Inc. | 2.22% | Reduce -4.6% | 225,546 | $11.5M |
| Encompass Wealth Advisors, LLC | 3.87% | Add +3.7% | 225,073 | $11.4M |
| Tower Research Capital LLC (TRC) | 0.28% | Reduce -62.7% | 224,965 | $11.4M |
| Kendall Capital Management | 2.32% | Add +12.4% | 219,358 | $11.1M |
| Goldstone Financial Group, LLC | 1.23% | Add +3.5% | 218,918 | $11.1M |
| Northeast Planning Associates, Inc. / NH / | 7.79% | Reduce -0.1% | 218,060 | $11.0M |
| First Business Financial Services, Inc. | 1.01% | Add +7.3% | 217,698 | $11.0M |
| Aspen Wealth Management LLC | 2.31% | Add +6.2% | 217,658 | $11.0M |
| HBW Advisory Services LLC | 1.19% | Add +8.9% | 217,094 | $11.0M |
| Rahlfs Capital, LLC | 8.53% | Add +59.3% | 217,005 | $11.0M |
| Massachusetts Wealth Management | 5.09% | Add +207.5% | 216,155 | $10.9M |
| Houlihan Financial Resource Group, Ltd. | 4.24% | Add +155.9% | 215,655 | $10.9M |
| Causey Wealth LLC | 4.91% | Add +1.3% | 213,555 | $10.8M |
| Merit Financial Group, LLC | 0.09% | Reduce -16.9% | 213,085 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +1.5% | 204,903 | $10.4M |
| Meridian Financial Advisors, LLC | 5.62% | Reduce -1.2% | 204,135 | $10.3M |
| Advisory Services Network, LLC | 0.14% | Reduce -9.5% | 201,260 | $10.2M |
| Perennial Advisors, LLC | 1.70% | Add +8.1% | 200,875 | $10.2M |
| Elevation Capital Advisory, LLC | 4.13% | Add +467.6% | 199,830 | $10.1M |
| Independent Wealth Network Inc. | 3.07% | Add +1.1% | 198,406 | $10.0M |
| Mach-1 Financial Group, LLC | 2.05% | New | 197,688 | $10.0M |
| Integrity Alliance, Llc. | 0.37% | Add +61.4% | 197,512 | $10.0M |
| Wealth Advisors of Tampa Bay, LLC | 3.45% | Reduce -0.7% | 197,444 | $10.0M |
| Prospera Financial Services Inc | 0.16% | Add +44.5% | 196,466 | $9.9M |
| GAMCO Investors | 0.09% | Add +91.9% | 193,592 | $9.8M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -50.6% | 192,700 | $9.8M |
| Tradition Wealth Management, LLC | 0.70% | Add +4.9% | 192,874 | $9.8M |
| Cornerstone Advisory, LLC | 0.93% | Reduce -2.5% | 192,720 | $9.7M |
| Bluedoor Private Wealth, LLC | 4.49% | — | 192,123 | $9.7M |
| American Financial Advisors, LLC | 1.24% | Add +11.2% | 189,238 | $9.6M |
| Daymark Wealth Partners, LLC | 0.30% | Add +23.5% | 188,609 | $9.5M |
| B. Riley Wealth Advisors, Inc. | 0.45% | Add +12.4% | 188,512 | $9.5M |
| Sandbox Financial Partners, LLC | 2.63% | Add +4.8% | 187,532 | $9.5M |
| VanWeelden Wealth Management, LLC | 7.43% | New | 186,852 | $9.5M |
| Investment Advisory Services Group LLC | 8.38% | — | 186,542 | $9.4M |
| Invst, LLC | 1.02% | Add +10.0% | 186,085 | $9.4M |
| Hardworking Capital Advisors, LLC | 8.52% | — | 185,449 | $9.4M |
| Alexis Investment Partners, LLC | 3.49% | Add +5.8% | 185,325 | $9.4M |
| Enclave Advisors LLC | 1.33% | Reduce -31.0% | 185,146 | $9.4M |
| FSM Wealth Advisors, LLC | 1.28% | Add +11.5% | 184,997 | $9.4M |
| Daybright Advisory Services, Inc. | 2.47% | — | 183,017 | $9.3M |
| Philip James Wealth Mangement, LLC | 1.10% | Reduce -7.1% | 182,687 | $9.2M |
| Ameritas Advisory Services, LLC | 0.34% | Add +4975.8% | 181,458 | $9.2M |
| Choreo, LLC | 0.12% | Reduce -6.8% | 179,550 | $9.1M |
| J. Mark Nickell & Co. | 8.39% | — | 179,683 | $9.1M |
| Retirement Guys Formula LLC | 4.11% | Add +9.5% | 178,301 | $9.0M |
| Flavin Financial Services, Inc. | 6.18% | Add +4.9% | 178,128 | $9.0M |
| Perigon Wealth Management, LLC | 0.16% | Add +21.4% | 175,538 | $8.9M |
| Syverson Strege & Co | 2.10% | Add +2.7% | 175,407 | $8.9M |
| Howard Financial Services, LTD. | 1.03% | Add +177.8% | 174,653 | $8.8M |
| Financial Enhancement Group LLC | 1.14% | Add +6.2% | 173,424 | $8.8M |
| Anchor Investment Management, LLC | 0.71% | Add +5.2% | 171,516 | $8.7M |
| Ascension Capital Advisors, Inc. | 2.97% | Reduce -18.5% | 171,372 | $8.7M |
| Rockingstone Advisors LLC | 3.94% | Reduce -6.4% | 171,070 | $8.7M |
| Helium Advisors LLC | 8.73% | Reduce -19.8% | 170,319 | $8.6M |
| Wills Financial Group LLC | 3.28% | Add +10.5% | 169,478 | $8.6M |
| Stewardship Advisors, LLC | 1.97% | Add +13.0% | 168,609 | $8.5M |
| Little House Capital LLC | 2.12% | Reduce -3.7% | 167,315 | $8.5M |
| West Paces Advisors Inc. | 1.63% | Add +19.9% | 166,871 | $8.4M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +2.9% | 166,276 | $8.4M |
| Stratos Wealth Advisors, LLC | 0.41% | Reduce -2.0% | 166,407 | $8.4M |
| Interchange Capital Partners, LLC | 1.54% | Add +6.7% | 164,580 | $8.3M |
| Hilltop Holdings Inc. | 0.50% | Add +43.5% | 164,196 | $8.3M |
| Financial Connections Group, Inc. | 2.85% | Add +18.2% | 164,091 | $8.3M |
| Harbour Investment Management LLC | 4.37% | Reduce -3.8% | 162,402 | $8.2M |
| Advisory Alpha, LLC | 0.22% | Reduce -13.7% | 160,989 | $8.1M |
| Tiemann Investment Advisors, LLC | 3.16% | Add +0.1% | 160,787 | $8.1M |
| DHJJ Financial Advisors, Ltd. | 2.70% | Add +0.2% | 160,553 | $8.1M |
| Diversify Wealth Management, LLC | 0.38% | Add +5.2% | 160,257 | $8.1M |
| IFG Advisory, LLC | 0.35% | Add +2.5% | 159,806 | $8.1M |
| Smithbridge Asset Management Inc. | 0.69% | Add +128.1% | 159,505 | $8.1M |
| FRG Family Wealth Advisors LLC | 1.25% | Add +34.2% | 158,818 | $8.0M |
| Bank of New York Mellon Corp | 0.00% | Add +53.0% | 158,724 | $8.0M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +64.3% | 158,598 | $8.0M |
| Valley Wealth Managers, Inc. | 0.51% | Reduce -60.0% | 156,733 | $7.9M |
| Chatham Capital Group, Inc. | 1.12% | Reduce -5.0% | 155,619 | $7.9M |
| Neuberger Berman Group LLC | 0.01% | Add +11.1% | 154,830 | $7.8M |
| Symphony Financial, Ltd. Co. | 1.05% | Add +1.1% | 153,391 | $7.8M |
| Johnson Financial Group, Inc. | 0.29% | Add +11.9% | 152,552 | $7.7M |
| Sovran Advisors, LLC | 0.66% | Reduce -19.0% | 152,279 | $7.7M |
| Winthrop Advisory Group LLC | 0.65% | Add +8.6% | 151,545 | $7.7M |
| Jaffetilchin Investment Partners, LLC | 0.45% | Add +18.7% | 151,854 | $7.7M |
| Tradewinds Capital Management, LLC | 1.61% | Add +31.9% | 151,009 | $7.6M |
| Citigroup Inc. | 0.01% | Add +12.1% | 150,516 | $7.6M |
| Geneos Wealth Management Inc. | 0.18% | Add +12.5% | 148,222 | $7.5M |
| 5th Street Advisors, LLC | 3.49% | Add +31.8% | 147,908 | $7.5M |
| Farther Finance Advisors, LLC | 0.08% | Add +48.5% | 147,565 | $7.5M |
| Triumph Capital Management | 1.61% | Add +8.3% | 147,364 | $7.5M |
| Catalina Capital Group, LLC | 4.52% | Reduce -10.3% | 145,656 | $7.4M |
| Ackerman Asset Management, LLC | 4.90% | Add +12.9% | 145,507 | $7.4M |
| Intesa Sanpaolo Wealth Management | 1.51% | — | 144,450 | $7.3M |
| Elmwood Wealth Management, Inc. | 2.30% | Add +1.8% | 143,812 | $7.3M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +48.6% | 143,812 | $7.3M |
| Forza Wealth Management, LLC | 2.61% | Add +12.8% | 142,673 | $7.2M |
| Avestar Capital, LLC | 0.50% | Reduce -51.0% | 142,252 | $7.2M |
| O'Connor Financial Group LLC | 2.87% | Add +5.0% | 141,972 | $7.2M |
| Blue Water Asset Management | 2.58% | — | 141,986 | $7.2M |
| WT Wealth Management | 2.06% | Reduce -3.0% | 141,673 | $7.2M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -2.2% | 140,623 | $7.1M |
| Creative Financial Designs Inc. | 0.45% | Add +8.0% | 140,246 | $7.1M |
| Archford Capital Strategies, LLC | 0.82% | Add +3.8% | 139,659 | $7.1M |
| Aprio Wealth Management, LLC | 0.40% | Add +353.8% | 137,783 | $7.0M |
| Ironwood Investment Counsel, LLC | 0.97% | Reduce -43.0% | 137,600 | $7.0M |
| Cardinal Strategic Wealth Guidance | 1.81% | Add +7.0% | 137,240 | $6.9M |
| Lodestone Wealth Management LLC | 2.83% | Add +1.3% | 137,199 | $6.9M |
| Atria Investments, Inc | 0.08% | Add +29.4% | 136,916 | $6.9M |
| Aptus Capital Advisors, LLC | 0.06% | Add +11.8% | 134,588 | $6.8M |
| Oppenheimer & Co. Inc. | 0.10% | Add +9.8% | 134,055 | $6.8M |
| Oarsman Capital, Inc. | 0.88% | Reduce -42.0% | 133,569 | $6.8M |
| Guardian Wealth Advisors, LLC | 3.77% | Add +37.1% | 132,105 | $6.7M |
| Scarborough Advisors, LLC | 1.13% | Add +2.4% | 132,035 | $6.7M |
| Financially Speaking Inc | 4.32% | Reduce -2.6% | 131,890 | $6.7M |
| Clark Capital Management Group, Inc. | 0.04% | Add +2.3% | 131,671 | $6.7M |
| Cottage Street Advisors LLC | 2.78% | Add +82.9% | 129,882 | $6.6M |
| Plotkin Financial Advisors, LLC | 3.20% | Add +11.7% | 129,543 | $6.6M |
| Cynosure Group, LLC | 0.66% | Reduce -64.4% | 128,929 | $6.5M |
| Eagle Strategies LLC | 0.83% | Add +0.0% | 128,264 | $6.5M |
| CRA Financial Services, LLC | 0.85% | Add +8.2% | 127,955 | $6.5M |
| Sharper & Granite LLC | 2.28% | Add +4.4% | 127,742 | $6.5M |
| Main Street Financial Solutions, LLC | 0.47% | Add +55.9% | 124,662 | $6.3M |
| Beacon Financial Advisory LLC | 1.46% | Add +10.7% | 124,203 | $6.3M |
| One Capital Management, LLC | 0.19% | Add +8.1% | 124,162 | $6.3M |
| Atlas Legacy Advisors, LLC | 1.08% | Add +4.6% | 121,457 | $6.1M |
| Aspire Capital Advisors LLC | 1.44% | Reduce -3.6% | 121,050 | $6.1M |
| Founders Financial Alliance, LLC | 1.15% | Add +10.4% | 120,852 | $6.1M |
| 5T Wealth, LLC | 2.44% | Add +94.9% | 120,673 | $6.1M |
| Bank of New Hampshire | 1.37% | Add +1.1% | 120,094 | $6.1M |
| Meridian Financial Partners LLC | 2.39% | Reduce -10.7% | 119,027 | $6.0M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -9.2% | 119,160 | $6.0M |
| Formidable Asset Management, LLC | 0.88% | Add +3.7% | 118,533 | $6.0M |
| Security National Bank | 0.86% | Add +4.0% | 118,610 | $6.0M |
| Cathy Pareto & Associates, Inc. | 4.14% | Reduce -0.4% | 117,893 | $6.0M |
| Blom & Howell Financial Planning, Inc. | 5.87% | — | 116,832 | $5.9M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -6.5% | 114,132 | $5.8M |
| BOS Asset Management, LLC | 1.55% | Add +1.6% | 114,145 | $5.8M |
| Worth Asset Management, LLC | 2.43% | New | 113,124 | $5.7M |
| Savant Capital, LLC | 0.03% | Reduce -8.5% | 113,113 | $5.7M |
| Paladin Advisory Group, LLC | 4.16% | Reduce -3.5% | 112,603 | $5.7M |
| Ascentis Wealth Management, LLC | 1.44% | Add +32.7% | 111,551 | $5.6M |
| Gradient Capital Advisors, LLC | 1.45% | Reduce -11.8% | 111,329 | $5.6M |
| Skyline Advisors, Inc. | 1.87% | Add +5.8% | 110,790 | $5.6M |
| Silverlake Wealth Management LLC | 1.25% | Add +20.4% | 110,109 | $5.6M |
| OakTrust Wealth Advisors, LLC | 5.07% | — | 108,702 | $5.5M |
| Cauble & Harre Wealth Management, Inc. | 4.57% | — | 107,324 | $5.4M |
| Webster Bank, N. A. | 0.51% | Add +27.0% | 107,339 | $5.4M |
| Southeast Asset Advisors, LLC | 0.51% | Add +37.5% | 107,188 | $5.4M |
| Cravens & Co Advisors, LLC | 3.46% | New | 104,395 | $5.3M |
| Global Retirement Partners, LLC | 0.09% | Reduce -14.1% | 102,855 | $5.2M |
| Integral Investment Advisors, Inc. | 1.29% | Add +3.4% | 102,501 | $5.2M |
| Paragon Private Wealth Management, LLC | 1.59% | Add +33.7% | 102,264 | $5.2M |
| Entelevest, LLC | 5.34% | — | 101,902 | $5.2M |
| Advocacy Wealth Management, LLC | 0.22% | Reduce -3.8% | 101,754 | $5.1M |
| WMS Group LLC | 6.51% | — | 101,231 | $5.1M |
| Wealth Enhancement Trust Services, Inc. | 0.65% | — | 101,206 | $5.1M |
| Perissos Private Wealth Management, LLC | 4.40% | Add +0.7% | 100,847 | $5.1M |
| Sherman Wealth Management LLC | 4.41% | — | 100,431 | $5.1M |
| North Forty Two & Co. | 4.79% | Reduce -3.2% | 100,374 | $5.1M |
| GK Wealth Management LLC | 3.71% | Add +4.3% | 100,209 | $5.1M |
| Colonial Trust Advisors | 0.38% | Reduce -12.9% | 100,180 | $5.1M |
| Wealth Advisors of Iowa, LLC | 1.66% | Reduce -24.7% | 99,858 | $5.1M |
| Newport Capital Group, LLC | 3.07% | Add +44.0% | 99,200 | $5.0M |
| Edgestream Partners, L.P. | 0.14% | Add +15.9% | 99,192 | $5.0M |
| CVS HEALTH Corp | 3.68% | New | 98,500 | $5.0M |
| Intrua Financial, LLC | 0.55% | Reduce -1.6% | 98,457 | $5.0M |
| Saxony Capital Management, LLC | 3.05% | Add +104.7% | 98,384 | $5.0M |
| Invariant Investment Management | 3.19% | — | 98,294 | $5.0M |
| Martin Investment Management, LLC | 1.39% | New | 98,190 | $5.0M |
| HUB Investment Partners, LLC | 0.14% | Reduce -0.9% | 97,822 | $4.9M |
| Legacy Private Trust Co. | 0.29% | Reduce -71.9% | 97,432 | $4.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +19.1% | 97,254 | $4.9M |
| Galvin, Gaustad & Stein, LLC | 0.39% | Add +41.2% | 97,195 | $4.9M |
| United Advisor Group, LLC | 0.63% | Reduce -17.4% | 96,603 | $4.9M |
| CENTRAL TRUST Co | 0.10% | Reduce -1.9% | 96,076 | $4.9M |
| Boyce & Associates Wealth Consulting, Inc. | 4.05% | Reduce -6.3% | 97,161 | $4.8M |
| Ellsworth Advisors, LLC | 0.95% | Add +0.2% | 94,558 | $4.8M |
| Midland Wealth Advisors, LLC | 0.25% | Add +12.8% | 93,965 | $4.8M |
| Novare Capital Management LLC | 0.35% | Add +17.2% | 93,523 | $4.7M |
| Kingsview Wealth Management, LLC | 0.07% | Add +3.0% | 92,965 | $4.7M |
| Trademark Financial Management, LLC | 2.58% | Add +1.3% | 92,518 | $4.7M |
| Greenbush Financial Group, LLC | 1.59% | Add +28.7% | 92,517 | $4.7M |
| Arrowroot Family Office, LLC | 1.68% | Add +12.7% | 91,420 | $4.6M |
| SlateStone Wealth, LLC | 0.39% | No change | 91,320 | $4.6M |
| Guardian Wealth Advisors, LLC / NC | 0.29% | Reduce -2.4% | 91,219 | $4.6M |
| Vienna Asset Management LLC | 2.61% | Add +151.1% | 90,760 | $4.6M |
| MJT & Associates Financial Advisory Group, Inc. | 3.42% | Reduce -5.8% | 90,589 | $4.6M |
| International Assets Investment Management, LLC | 0.31% | Add +53.7% | 90,299 | $4.6M |
| Bauman Advisory Group, LLC | 3.67% | — | 89,932 | $4.5M |
| Strategic Wealth Advisors LLC | 3.89% | — | 89,892 | $4.5M |
| Insight Advisors, LLC/ PA | 0.69% | Reduce -4.4% | 89,473 | $4.5M |
| Mountain Capital Investment Advisors Inc. | 0.73% | Add +9.0% | 88,934 | $4.5M |
| Windsor Capital Management, LLC | 1.32% | Reduce -12.5% | 89,136 | $4.5M |
| Howard Wealth Management, LLC | 1.97% | Reduce -9.2% | 89,114 | $4.5M |
| BayBridge Capital Group, LLC | 2.79% | Add +20.5% | 89,045 | $4.5M |
| JGP Wealth Management, LLC | 0.47% | Add +0.8% | 88,979 | $4.5M |
| AQR Capital Management | 0.00% | Add +36.6% | 88,948 | $4.5M |
| Norden Group LLC | 0.44% | Reduce -10.1% | 88,098 | $4.5M |
| Illumine Investment Management, LLC | 3.20% | Add +2.3% | 86,743 | $4.4M |
| Woodside Wealth Management LLC | 3.25% | Add +13.5% | 86,085 | $4.4M |
| Apeiron RIA LLC | 0.88% | Reduce -0.3% | 85,714 | $4.3M |
| DAVENPORT & Co LLC | 0.02% | Add +10.2% | 85,630 | $4.3M |
| First National Trust Co | 0.14% | Reduce -0.6% | 84,867 | $4.3M |
| Gallacher Capital Management LLC | 1.66% | Add +4.2% | 84,863 | $4.3M |
| Sun Financial Inc | 2.37% | — | 84,122 | $4.3M |
| Gateway Wealth Partners, LLC | 0.47% | New | 83,656 | $4.2M |
| Chesley Taft & Associates LLC | 0.17% | Add +1.8% | 83,175 | $4.2M |
| Herold Advisors, Inc. | 0.94% | Reduce -7.2% | 83,095 | $4.2M |
| Brooklyn FI, LLC | 0.90% | Reduce -25.0% | 83,002 | $4.2M |
| Walkner Condon Financial Advisors LLC | 0.58% | Add +15.0% | 82,764 | $4.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.94% | Reduce -3.0% | 82,466 | $4.2M |
| MBA Advisors LLC | 1.68% | Add +17.3% | 82,421 | $4.2M |
| Castleview Partners, LLC | 2.06% | Add +18.4% | 82,285 | $4.2M |
| Flow Traders U.S. LLC | 0.14% | Reduce -85.6% | 82,206 | $4.2M |
| Patten Group, Inc. | 0.77% | Reduce -3.7% | 82,202 | $4.2M |
| Principal Securities, Inc. | 0.06% | Add +10.9% | 82,147 | $4.2M |
| Midwestern Financial, LLC | 3.44% | Add +11.9% | 82,095 | $4.2M |
| Vawter Financial, Ltd. | 1.75% | Reduce -7.5% | 81,853 | $4.1M |
| Promethium Advisors,llc | 2.22% | Add +16.7% | 81,024 | $4.1M |
| McCarthy Asset Management, Inc. | 2.14% | Reduce -11.3% | 80,989 | $4.1M |
| Mezzasalma Advisors, LLC | 0.98% | Add +70.9% | 80,646 | $4.1M |
| Elevatus Welath Management | 1.10% | Reduce -68.0% | 79,461 | $4.0M |
| NFSG Corp | 0.62% | Add +22.3% | 79,415 | $4.0M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.10% | — | 79,255 | $4.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -16.9% | 79,071 | $4.0M |
| Willow Financial LLC | 4.06% | — | 78,955 | $4.0M |
| Brooks, Moore & Associates, Inc. | 1.96% | Add +4.8% | 78,652 | $4.0M |
| Endowment Wealth Management, Inc. | 1.82% | Add +0.1% | 78,383 | $4.0M |
| Adell Harriman & Carpenter Inc. | 0.24% | Reduce -1.3% | 78,065 | $3.9M |
| Salem Investment Counselors Inc. | 0.11% | Add +20.2% | 77,719 | $3.9M |
| Novem Group | 0.46% | Add +7.7% | 77,753 | $3.9M |
| Hixon Zuercher, LLC | 1.18% | Reduce -0.4% | 77,072 | $3.9M |
| Oxbow Advisors, LLC | 0.35% | Add +30.6% | 77,063 | $3.9M |
| Barnes Wealth Management Group, Inc | 2.08% | Add +48.8% | 76,691 | $3.9M |
| Capital Management Corp. | 0.63% | Add +5.7% | 75,612 | $3.8M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +2.8% | 75,558 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -3.2% | 74,551 | $3.8M |
| Keystone Financial Services, LLC | 2.57% | Add +2.3% | 74,482 | $3.8M |
| Modern Wealth Management, LLC | 0.07% | Reduce -82.6% | 74,079 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.7% | 74,054 | $3.7M |
| Legacy Financial Advisors, Inc. | 0.52% | Add +0.0% | 74,026 | $3.7M |
| MidFirst Bank | 0.30% | — | 73,801 | $3.7M |
| Certified Advisory Corp | 0.34% | Add +10.6% | 73,658 | $3.7M |
| Directional Asset Management | 3.23% | — | 72,750 | $3.7M |
| Brookstone Capital Management | 0.04% | Add +149.6% | 72,334 | $3.7M |
| Westside Investment Management, Inc. | 0.58% | Reduce -2.5% | 72,169 | $3.7M |
| Lee, Kelleher & Klein Wealth Management | 2.17% | Reduce -0.3% | 72,029 | $3.6M |
| Independent Solutions Wealth Management, LLC | 0.67% | Add +19.3% | 71,834 | $3.6M |
| Integrity Wealth Advisors, Inc. | 2.54% | Add +590.4% | 71,425 | $3.6M |
| John W. Brooker & Co., CPAs | 6.40% | Reduce -8.4% | 70,717 | $3.6M |
| Focus Financial Network, Inc. | 0.12% | Reduce -25.1% | 69,586 | $3.5M |
| Crumly & Associates Inc. | 0.74% | Reduce -57.9% | 69,533 | $3.5M |
| Optima Capital LLC | 1.51% | New | 68,644 | $3.5M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -29.1% | 68,512 | $3.5M |
| Western Wealth Management, LLC | 0.16% | Add +10.2% | 68,482 | $3.5M |
| Crewe Advisors LLC | 0.31% | Reduce -25.2% | 68,160 | $3.4M |
| GatePass Capital, LLC | 1.80% | Add +11.8% | 67,816 | $3.4M |
| Madrid Wealth Management, LLC | 2.74% | — | 66,831 | $3.4M |
| Compass Financial Group, Inc. | 1.49% | Reduce -0.9% | 66,760 | $3.4M |
| Greenwich Wealth Management LLC | 0.15% | Reduce -0.6% | 66,743 | $3.4M |
| Redmont Wealth Advisors LLC | 5.04% | Add +80.2% | 65,762 | $3.3M |
| Canvas Wealth Advisors, LLC | 0.56% | Add +18.1% | 65,155 | $3.3M |
| FAS Wealth Partners, Inc. | 0.21% | Add +3.2% | 65,296 | $3.3M |
| Floyd Financial Group LLC | 2.23% | Reduce -30.0% | 64,931 | $3.3M |
| Mayfair Advisory Group, LLC | 1.28% | Reduce -6.6% | 64,884 | $3.3M |
| Mills Wealth Advisors LLC | 1.29% | Reduce -6.1% | 64,873 | $3.3M |
| Sigma Planning Corp | 0.09% | Reduce -14.4% | 64,629 | $3.3M |
| Wedbush Securities Inc. | 0.10% | Add +45.6% | 64,540 | $3.3M |
| Sargent Investment Group, LLC | 0.41% | Reduce -1.8% | 64,438 | $3.3M |
| Nwam LLC | 0.18% | Reduce -47.0% | 63,677 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -2.5% | 63,428 | $3.2M |
| Eagle Harbor Asset Management Inc. | 2.66% | Add +0.3% | 63,525 | $3.2M |
| Grey Ledge Advisors, LLC | 0.73% | Reduce -48.1% | 63,494 | $3.2M |
| Lavelle Capital LP | 2.03% | — | 63,230 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.7% | 61,818 | $3.1M |
| Rise Advisors, LLC | 1.11% | Add +112.1% | 61,546 | $3.1M |
| Dean, Jacobson Financial Services, LLC | 1.96% | Reduce -8.8% | 61,102 | $3.1M |
| Flagship Capital Management Inc. | 2.18% | — | 61,031 | $3.1M |
| Obsidian Cio, LLC | 4.55% | Reduce -95.8% | 60,728 | $3.1M |
| SP Asset Management LLC | 0.24% | Reduce -4.1% | 60,574 | $3.1M |
| USAdvisors Wealth Management, LLC | 1.01% | Add +14.5% | 60,364 | $3.1M |
| Regatta Capital Group, LLC | 0.46% | Reduce -5.2% | 60,051 | $3.0M |
| Mullaney, Keating & Wright, Inc. | 1.60% | Add +5.0% | 59,766 | $3.0M |
| Nolet Wealth Management, LLC | 1.68% | — | 59,598 | $3.0M |
| Procyon Advisors, LLC | 0.15% | Add +3.7% | 59,590 | $3.0M |
| Integrated Advisors Network LLC | 0.13% | Reduce -5.3% | 59,214 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +30.0% | 59,181 | $3.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +186.8% | 58,362 | $3.0M |
| Nikulski Financial, Inc. | 0.70% | Add +15.4% | 58,199 | $2.9M |
| Moneco Advisors, LLC | 0.23% | Add +65.6% | 58,033 | $2.9M |
| Ballentine Capital Advisors, Inc | 1.23% | Add +3.5% | 57,527 | $2.9M |
| Old Port Advisors | 0.72% | Add +7.1% | 57,432 | $2.9M |
| Eagle Bluffs Wealth Management LLC | 1.16% | Reduce -2.2% | 56,455 | $2.9M |
| Curry Webb Wealth Management LLC | 1.42% | — | 56,528 | $2.9M |
| Vise Technologies, Inc. | 0.06% | Add +107.7% | 56,253 | $2.8M |
| Bolthouse Investments, LLC | 2.53% | No change | 56,198 | $2.8M |
| West Michigan Advisors, LLC | 0.65% | Reduce -2.4% | 55,817 | $2.8M |
| Wealthgarden F.S. LLC | 1.86% | Add +5.2% | 55,702 | $2.8M |
| Belpointe Asset Management LLC | 0.10% | Reduce -4.6% | 55,224 | $2.8M |
| Blueprint Financial Advisors LLC | 0.42% | Add +0.0% | 55,044 | $2.8M |
| Blueprint Investment Partners LLC | 0.30% | Add +0.0% | 55,044 | $2.8M |
| Sage Rhino Capital LLC | 0.52% | Reduce -1.5% | 54,815 | $2.8M |
| Apella Capital, LLC | 0.05% | Reduce -6.5% | 54,544 | $2.8M |
| Golden State Wealth Management, LLC | 0.29% | Add +20.6% | 54,537 | $2.8M |
| BancFirst Trust & Investment Management | 1.14% | Add +0.6% | 54,203 | $2.8M |
| Essex LLC | 0.48% | Reduce -2.3% | 53,799 | $2.7M |
| Firestone Capital Management | 0.58% | Add +213.9% | 53,751 | $2.7M |
| Bank of Montreal | 0.00% | Reduce -22.0% | 53,721 | $2.7M |
| Cambridge Advisors Inc. | 0.52% | Add +8.1% | 53,494 | $2.7M |
| Transcendent Capital Group LLC | 1.22% | Add +2.5% | 53,446 | $2.7M |
| Sheets Smith Wealth Management | 0.30% | Add +8.2% | 53,312 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.55% | Reduce -3.7% | 53,016 | $2.7M |
| Richard P Slaughter Associates Inc | 0.56% | Add +5.9% | 52,525 | $2.7M |
| TFO Wealth Partners, LLC | 0.40% | Add +10.1% | 52,512 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 52,490 | $2.7M |
| Valley National Advisers Inc. | 0.37% | Reduce -7.6% | 52,417 | $2.7M |
| Holderness Investments Co. | 0.54% | Reduce -0.3% | 52,116 | $2.6M |
| Boston Family Office LLC | 0.17% | Reduce -9.9% | 51,904 | $2.6M |
| Wealthfront Advisers LLC | 0.01% | Add +3.9% | 51,898 | $2.6M |
| Adamsbrown Wealth Consultants LLC | 0.73% | Reduce -24.8% | 51,725 | $2.6M |
| Trek Financial, LLC | 0.15% | Reduce -23.1% | 51,398 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.40% | Reduce -6.9% | 50,940 | $2.6M |
| Garden State Investment Advisory Services LLC | 0.61% | Add +11.1% | 50,230 | $2.5M |
| Running Point Capital Advisors, LLC | 0.69% | Reduce -12.3% | 49,938 | $2.5M |
| Colonial Trust Co / SC | 0.34% | Reduce -8.4% | 49,751 | $2.5M |
| ProVise Management Group, LLC | 0.18% | Reduce -27.0% | 49,289 | $2.5M |
| Leo Wealth, LLC | 0.18% | Add +3.7% | 48,939 | $2.5M |
| Evergreen Wealth Partners LLC | 2.09% | — | 48,923 | $2.5M |
| Strategic Wealth Partners, Ltd. | 0.17% | Add +26.9% | 48,873 | $2.5M |
| Nvwm, LLC | 0.54% | Add +2.5% | 48,617 | $2.5M |
| Patten & Patten Inc. | 0.14% | No change | 48,576 | $2.5M |
| Acorn Wealth Advisors, LLC | 0.73% | Reduce -7.7% | 48,512 | $2.5M |
| TPG Financial Advisors, LLC | 0.82% | Add +60.0% | 48,492 | $2.5M |
| Klingman & Associates, LLC | 0.12% | No change | 47,808 | $2.4M |
| Financial Perspectives, Inc | 0.65% | Reduce -1.1% | 47,458 | $2.4M |
| Sunburst Financial Group, LLC | 0.49% | Reduce -0.5% | 47,435 | $2.4M |
| Arkadios Wealth Advisors | 0.05% | Add +31.1% | 47,274 | $2.4M |
| Wealthedge Investment Advisors, LLC | 0.88% | Reduce -0.3% | 47,229 | $2.4M |
| Delos Wealth Advisors, LLC | 1.57% | Add +0.3% | 47,154 | $2.4M |
| Prentice Wealth Management LLC | 0.54% | Add +408.8% | 47,007 | $2.4M |
| Verus Capital Partners, LLC | 0.16% | Add +194.0% | 46,694 | $2.4M |
| Freedom Financial Partners LLC | 0.85% | Add +36.1% | 46,456 | $2.4M |
| Hartford Financial Management Inc. | 0.61% | Add +3.8% | 46,186 | $2.3M |
| StoneCrest Wealth Management, Inc. | 0.94% | Add +2.1% | 46,110 | $2.3M |
| Summit Financial, LLC | 0.03% | Add +3.0% | 45,871 | $2.3M |
| Mosley Wealth Management | 1.06% | — | 45,884 | $2.3M |
| First Citizens Financial Corp | 1.14% | Add +4.6% | 45,702 | $2.3M |
| Creative Planning | 0.00% | Add +11.3% | 45,191 | $2.3M |
| First Foundation Advisors | 0.09% | Reduce -1.4% | 44,653 | $2.3M |
| Gentry Private Wealth, LLC | 1.41% | Reduce -1.0% | 44,386 | $2.2M |
| Everstar Asset Management, LLC | 1.20% | Add +145.4% | 44,377 | $2.2M |
| Perennial Investment Advisors, LLC | 0.18% | Reduce -2.6% | 44,342 | $2.2M |
| Texas Yale Capital Corp. | 0.07% | Add +3.2% | 44,201 | $2.2M |
| Ergawealth Advisors, Inc. | 1.03% | Reduce -4.8% | 44,087 | $2.2M |
| Insight 2811, Inc. | 0.98% | Reduce -14.6% | 44,027 | $2.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +37.5% | 43,987 | $2.2M |
| Kovack Advisors, Inc. | 0.10% | Add +118.1% | 43,333 | $2.2M |
| Thompson Davis & Co., Inc. | 1.30% | Reduce -3.4% | 42,992 | $2.2M |
| Revisor Wealth Management LLC | 0.57% | Add +44.5% | 42,235 | $2.1M |
| First Hawaiian Bank | 0.28% | No change | 41,911 | $2.1M |
| 9823 Capital, L.P. | 1.45% | — | 41,675 | $2.1M |
| Sage Financial Group Inc. | 0.14% | Reduce -14.3% | 41,330 | $2.1M |
| Authentikos Wealth Advisory, LLC | 1.38% | Reduce -8.6% | 41,206 | $2.1M |
| Gilpin Wealth Management, LLC | 1.64% | — | 40,858 | $2.1M |
| SouthState Bank Corp | 0.09% | Add +2.1% | 40,828 | $2.1M |
| World Investment Advisors | 0.03% | Add +68.5% | 40,713 | $2.1M |
| Schwallier Wealth Management LLC | 1.31% | Reduce -60.4% | 40,527 | $2.1M |
| OneAscent Wealth Management LLC | 0.68% | Reduce -7.3% | 40,599 | $2.1M |
| Essex Bank | 0.44% | Add +9.6% | 40,448 | $2.0M |
| Money Concepts Capital Corp. | 0.11% | Add +7.0% | 40,420 | $2.0M |
| Fortis Capital Advisors, LLC | 0.30% | Reduce -21.0% | 40,143 | $2.0M |
| Arcus Capital Partners, LLC | 0.73% | Add +0.9% | 40,053 | $2.0M |
| MSH Capital Advisors LLC | 0.43% | Add +4.5% | 39,833 | $2.0M |
| Vista Cima Wealth Management LLC | 1.68% | Add +7.0% | 39,821 | $2.0M |
| Red Mountain Financial, LLC | 1.97% | Add +1.2% | 39,689 | $2.0M |
| SkyView Investment Advisors, LLC | 0.25% | New | 39,503 | $2.0M |
| CFO4Life Group, LLC | 0.28% | Reduce -0.4% | 39,466 | $2.0M |
| WESPAC Advisors SoCal, LLC | 0.40% | No change | 39,450 | $2.0M |
| Fermata Advisors, LLC | 0.48% | Reduce -7.1% | 39,124 | $2.0M |
| Rothschild Wealth LLC | 0.19% | New | 39,096 | $2.0M |
| Private Trust Co. NA | 0.17% | Add +48.2% | 38,955 | $2.0M |
| Diversified Trust Co. | 0.04% | Add +511.6% | 38,899 | $2.0M |
| Cozad Asset Management Inc. | 0.15% | Add +3.4% | 38,889 | $2.0M |
| NBT Bank, N.A. | 0.13% | Add +3066.9% | 38,826 | $2.0M |
| Nottingham Advisors, Inc. | 0.27% | Reduce -5.0% | 46,975 | $1.9M |
| Fonville Wealth Management LLC | 0.40% | Add +133.3% | 38,434 | $1.9M |
| CX Institutional | 0.06% | Reduce -32.5% | 37,978 | $1.9M |
| Lake Street Private Wealth, LLC | 0.23% | Add +39.1% | 37,212 | $1.9M |
| Prosperitas Financial LLC | 0.73% | New | 37,046 | $1.9M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -3.4% | 36,242 | $1.8M |
| Shore Point Advisors, LLC | 0.78% | Reduce -13.7% | 36,304 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.8% | 36,055 | $1.8M |
| Carter Financial Group, INC. | 1.07% | Add +1.7% | 35,416 | $1.8M |
| Confluence Wealth Services, Inc. | 0.07% | Add +27.9% | 35,138 | $1.8M |
| Fortitude Family Office, LLC | 0.41% | Reduce -7.7% | 35,003 | $1.8M |
| Auxano Advisors, LLC | 0.35% | Add +0.8% | 34,958 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.37% | Add +36.7% | 34,874 | $1.8M |
| Fca Corp. | 0.50% | Reduce -4.0% | 34,857 | $1.8M |
| Summit Place Financial Advisors, LLC | 0.85% | Reduce -30.1% | 34,653 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Add +47.7% | 34,635 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -3.8% | 34,584 | $1.7M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +3.5% | 34,520 | $1.7M |
| Lifeworks Advisors, LLC | 0.23% | Reduce -0.2% | 34,490 | $1.7M |
| Northstar Financial Companies, Inc. | 1.39% | Add +245.2% | 34,409 | $1.7M |
| Petredis Investment Advisors LLC | 0.14% | Reduce -14.7% | 34,374 | $1.7M |
| Vista Investment Management | 0.57% | Add +26.2% | 34,243 | $1.7M |
| Entruity Wealth, LLC | 1.23% | Add +0.3% | 34,065 | $1.7M |
| Silver Oak Securities, Incorporated | 0.12% | Reduce -8.6% | 33,858 | $1.7M |
| Pennsylvania Capital Management Inc. | 0.47% | Reduce -14.2% | 33,891 | $1.7M |
| Two Sigma Securities, LLC | 0.24% | Add +121.6% | 33,848 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | New | 33,826 | $1.7M |
| Roble, Belko & Company, Inc | 0.22% | Reduce -9.4% | 33,381 | $1.7M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -10.2% | 33,277 | $1.7M |
| McBroom & Associates, LLC | 0.81% | Add +5.7% | 33,146 | $1.7M |
| Maple Capital Management, Inc. | 0.11% | Add +4.3% | 33,146 | $1.7M |
| Aries Wealth Management | 0.37% | Reduce -1.5% | 32,915 | $1.7M |
| Next Capital Management LLC | 0.53% | Add +37.5% | 32,562 | $1.6M |
| Clear Point Advisors Inc. | 1.28% | Add +4.9% | 32,551 | $1.6M |
| Continuum Advisory, LLC | 0.16% | Reduce -33.7% | 32,474 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -11.1% | 32,440 | $1.6M |
| Byrne Financial Freedom, LLC | 0.75% | Add +215.0% | 32,363 | $1.6M |
| J Hagan Capital, Inc. | 0.90% | Reduce -66.5% | 32,286 | $1.6M |
| Alessandra Capital Management, LLC | 1.44% | — | 32,085 | $1.6M |
| Essential Investment Partners LLC | 1.52% | — | 31,985 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Add +95.3% | 31,896 | $1.6M |
| Potentia Wealth | 0.59% | Add +0.0% | 31,765 | $1.6M |
| Guidance Capital, Inc. | 0.39% | Add +10.9% | 31,569 | $1.6M |
| Boyum Wealth Architects LLC | 0.75% | Add +11.9% | 31,529 | $1.6M |
| Keystone Financial Group | 0.12% | Add +63.1% | 31,609 | $1.6M |
| PCG Asset Management, LLC | 1.27% | Reduce -3.0% | 30,835 | $1.6M |
| Compound Planning, Inc. | 0.05% | Reduce -2.0% | 31,018 | $1.6M |
| JM2 Capital Inc. | 1.26% | — | 30,912 | $1.6M |
| Americana Partners, LLC | 0.04% | Add +3.6% | 30,708 | $1.6M |
| Greenberg Financial Group | 0.64% | — | 30,520 | $1.5M |
| Medallion Wealth Advisors, LLC | 0.52% | Reduce -16.5% | 30,436 | $1.5M |
| Slow Capital, Inc. | 0.18% | Reduce -59.6% | 30,204 | $1.5M |
| TriaGen Wealth Management LLC | 0.39% | Reduce -10.6% | 29,728 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Reduce -7.3% | 29,646 | $1.5M |
| Horizon Financial Services, LLC | 0.68% | Reduce -7.6% | 29,527 | $1.5M |
| Capstone Wealth Management, Inc. | 1.29% | — | 29,108 | $1.5M |
| Mascagni Wealth Management, Inc. | 1.09% | Reduce -8.0% | 28,940 | $1.5M |
| Ascentis Independent Advisors | 0.23% | Reduce -17.1% | 28,785 | $1.5M |
| NewSquare Capital LLC | 0.13% | Reduce -4.0% | 28,777 | $1.5M |
| Blue Trust, Inc. | 0.02% | Add +0.0% | 28,500 | $1.4M |
| Brady Family Wealth, LLC | 0.44% | Add +5.8% | 28,258 | $1.4M |
| Blue Chip Partners, LLC | 0.10% | Add +9.2% | 28,223 | $1.4M |
| First Heartland Consultants, Inc. | 0.11% | Add +1.7% | 28,132 | $1.4M |
| StoneX Group Inc. | 0.06% | Add +42.4% | 27,893 | $1.4M |
| IRON Financial LLC | 0.65% | New | 27,861 | $1.4M |
| Foster & Motley Inc. | 0.08% | Reduce -11.4% | 27,829 | $1.4M |
| Ashton Thomas Securities, LLC | 0.27% | Add +85.2% | 27,716 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.17% | Reduce -0.1% | 27,715 | $1.4M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -14.9% | 27,601 | $1.4M |
| Family Manage LLC | 0.18% | Reduce -1.0% | 27,600 | $1.4M |
| Aspen Wealth Strategies, LLC | 0.76% | Reduce -3.5% | 27,519 | $1.4M |
| Cahill Financial Advisors Inc. | 0.15% | Add +48.4% | 27,140 | $1.4M |
| Fragasso Financial Advisors Inc | 0.08% | Add +1.6% | 27,068 | $1.4M |
| WealthTrak Capital Management LLC | 0.98% | Add +12.3% | 26,972 | $1.4M |
| Midwest Financial Network, LLC | 1.04% | Reduce -41.6% | 26,753 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.27% | Reduce -3.8% | 26,584 | $1.3M |
| Signal Advisors Wealth, LLC | 0.11% | Add +172.9% | 26,200 | $1.3M |
| Laraway Financial Advisors Inc | 0.85% | Add +6.5% | 25,922 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Add +94.4% | 25,874 | $1.3M |
| Detalus Advisors, LLC | 0.32% | Add +2.8% | 25,700 | $1.3M |
| AIFG Consultants Ltd. | 2.23% | Add +35.1% | 25,631 | $1.3M |
| Yarger Wealth Strategies, LLC | 0.56% | Reduce -24.1% | 25,527 | $1.3M |
| Venture Visionary Partners LLC | 0.04% | Add +312.6% | 25,494 | $1.3M |
| SBI Securities Co., Ltd. | 0.03% | Add +50.0% | 25,313 | $1.3M |
| FourThought Financial Partners, LLC | 0.11% | Add +5.8% | 25,216 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +3.4% | 24,931 | $1.3M |
| JNBA Financial Advisors | 0.11% | Reduce -14.4% | 24,818 | $1.3M |
| PDS Planning, Inc | 0.08% | Reduce -10.7% | 24,661 | $1.2M |
| Autumn Glory Partners, LLC | 0.43% | Add +15.3% | 24,224 | $1.2M |
| Curi Capital, LLC | 0.02% | Add +154.6% | 23,869 | $1.2M |
| Seamount Financial Group Inc. | 0.55% | Reduce -14.0% | 23,744 | $1.2M |
| Arax Advisory Partners | 0.03% | New | 23,710 | $1.2M |
| Smart Portfolios, LLC | 1.19% | Add +0.4% | 23,650 | $1.2M |
| Parsons Capital Management Inc. | 0.07% | Reduce -4.3% | 23,487 | $1.2M |
| CAP Partners, LLC | 0.67% | Add +7.3% | 23,321 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +28.1% | 23,209 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +0.2% | 23,161 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Add +62.9% | 22,508 | $1.1M |
| Rollins Financial Advisors, LLC | 0.17% | Add +337.5% | 22,504 | $1.1M |
| Park Place Capital Corp | 0.24% | Add +6.2% | 22,345 | $1.1M |
| LifeWealth Investments, LLC | 0.36% | Reduce -7.3% | 22,306 | $1.1M |
| Tarbox Family Office, Inc. | 0.18% | Reduce -7.7% | 22,266 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Reduce -20.9% | 22,240 | $1.1M |
| Daner Wealth Management, LLC | 0.69% | Add +1.4% | 22,180 | $1.1M |
| National Wealth Management Group, LLC | 0.39% | Add +0.1% | 22,209 | $1.1M |
| Nicholson Meyer Capital Management, Inc. | 0.85% | Reduce -0.7% | 22,085 | $1.1M |
| Edge Financial Advisors LLC | 0.47% | Reduce -17.9% | 21,883 | $1.1M |
| Strong Retirement Solutions LLC | 0.75% | — | 21,861 | $1.1M |
| ProCore Advisors, LLC | 1.13% | — | 21,859 | $1.1M |
| Waterloo Capital, L.P. | 0.08% | Reduce -20.7% | 21,857 | $1.1M |
| L & S Advisors Inc | 0.11% | Add +9.6% | 21,831 | $1.1M |
| Bank of Hawaii | 0.05% | Reduce -3.5% | 21,828 | $1.1M |
| Dudley Capital Management, LLC | 0.48% | Add +28.4% | 21,459 | $1.1M |
| RM Financial Services, LLC | 0.96% | — | 21,428 | $1.1M |
| Nuveen, LLC | 0.00% | New | 21,292 | $1.1M |
| Marino, Stram & Associates LLC | 0.19% | Reduce -31.4% | 21,126 | $1.1M |
| Nelson Capital Management, LLC | 0.12% | Reduce -4.6% | 21,085 | $1.1M |
| Colonial River Investments, LLC | 0.38% | Add +6.4% | 20,937 | $1.1M |
| Benchmark Financial, LLC | 1.06% | — | 20,929 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +51.2% | 20,727 | $1.0M |
| Nordwand Advisors, LLC | 0.18% | Add +3.7% | 20,695 | $1.0M |
| Realta Investment Advisors | 0.34% | Reduce -1.8% | 20,673 | $1.0M |
| Petix & Botte Co | 0.24% | Reduce -4.4% | 20,644 | $1.0M |
| Narus Financial Partners, LLC | 0.28% | Reduce -1.2% | 20,449 | $1.0M |
| Founders Financial Securities LLC | 0.06% | New | 20,421 | $1.0M |
| Channel Wealth LLC | 0.26% | Reduce -32.3% | 20,415 | $1.0M |
| Lineweaver Wealth Advisors, LLC | 0.14% | Add +37.4% | 20,408 | $1.0M |
| Birch Capital Management, LLC | 0.51% | Reduce -0.1% | 20,387 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +44.3% | 20,253 | $1.0M |
| Hopwood Nicholas Hunter | 0.33% | — | 20,131 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -0.1% | 19,867 | $1.0M |
| Castle Rock Wealth Management, LLC | 0.22% | Reduce -4.1% | 19,770 | $1.0M |
| Reicon Wealth Advisors, LLC | 0.72% | — | 19,592 | $991K |
| Coordinated Financial Services, Inc. | 0.57% | Add +12.1% | 19,500 | $987K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -18.9% | 19,410 | $982K |
| GEM Asset Management, LLC | 0.43% | Add +66.3% | 19,241 | $974K |
| Portside Wealth Group, LLC | 0.13% | Add +20.5% | 19,179 | $970K |
| Investment Planning Advisors, Inc. | 0.28% | Reduce -0.9% | 18,725 | $947K |
| CGN Advisors LLC | 0.07% | Add +2.5% | 18,723 | $947K |
| Cornerstone Wealth Group, LLC | 0.06% | Add +1.5% | 18,681 | $945K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -55.7% | 18,665 | $944K |
| Mosaic Financial Group, LLC | 0.64% | Add +0.2% | 18,501 | $936K |
| Generation Capital Management LLC | 0.61% | Add +85.0% | 18,500 | $936K |
| COFG Advisors, LLC | 0.23% | — | 18,451 | $933K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +179.5% | 18,449 | $933K |
| Continuum Wealth Advisors, LLC | 0.36% | Reduce -3.2% | 18,413 | $932K |
| Whipplewood Advisors, LLC | 0.59% | Reduce -2.2% | 18,267 | $924K |
| National Bank of Canada | 0.00% | Reduce -13.5% | 18,120 | $917K |
| Signature Equity Partners, LLC | 0.51% | — | 18,076 | $914K |
| Mendota Financial Group, LLC | 0.66% | Add +1.1% | 18,059 | $914K |
| Stark Wealth Management LLC | 3.42% | New | 18,003 | $911K |
| Faithward Advisors, LLC | 0.13% | Add +107.2% | 17,909 | $906K |
| Family Capital Trust Co | 0.29% | Add +0.5% | 17,838 | $902K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -6.2% | 17,580 | $891K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -0.1% | 17,447 | $886K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Reduce -0.3% | 17,421 | $881K |
| Paragon Advisors, LLC | 0.24% | Reduce -98.1% | 17,259 | $873K |
| Live Oak Investment Partners | 0.53% | Add +2.3% | 17,129 | $867K |
| Principle Wealth Partners LLC | 0.05% | New | 16,932 | $857K |
| Waldron Private Wealth LLC | 0.03% | Add +6.2% | 16,809 | $853K |
| Delta Investment Management, LLC | 0.15% | Reduce -13.3% | 16,866 | $853K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -19.5% | 16,838 | $852K |
| Latitude Advisors, LLC | 0.37% | Reduce -13.8% | 16,733 | $847K |
| Ridge Creek Global, Inc | 0.71% | — | 16,644 | $842K |
| Agate Pass Investment Management, LLC | 0.31% | Add +4.4% | 16,462 | $833K |
| Wellington-Altus USA Inc. | 0.62% | — | 16,450 | $832K |
| Regal Investment Advisors LLC | 0.05% | Add +12.9% | 16,449 | $832K |
| Wilkerson Advisory Group LLC | 0.29% | — | 16,413 | $830K |
| Security Financial Services, INC. | 0.13% | Add +12.2% | 16,409 | $830K |
| Natixis Advisors, LLC | 0.00% | New | 16,325 | $826K |
| Core Wealth Advisors, Inc. | 0.21% | Add +0.8% | 16,274 | $823K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +1.8% | 16,201 | $820K |
| JDM Financial Group LLC | 0.32% | Add +23.4% | 16,190 | $819K |
| Hicks Capital Management LLC | 0.82% | Reduce -17.1% | 16,154 | $817K |
| CDKV Holdings LLC | 0.68% | — | 16,118 | $815K |
| New Insight Wealth Advisors | 0.29% | Add +39.7% | 16,043 | $812K |
| Forbes J M & Co. LLP | 0.07% | Add +63.3% | 15,987 | $809K |
| Eagle Rock Investment Company, LLC | 0.11% | No change | 15,983 | $809K |
| Affiance Financial, LLC | 0.13% | Reduce -1.6% | 15,659 | $792K |
| Cannon Wealth Management Services, LLC | 0.56% | Add +17.8% | 15,602 | $789K |
| Brio Consultants, LLC | 0.10% | Reduce -19.5% | 15,597 | $789K |
| Lunt Capital Management, Inc. | 0.29% | Reduce -3.7% | 15,554 | $787K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -9.7% | 15,462 | $782K |
| Caliber Wealth Management, LLC / KS | 0.08% | Add +5.9% | 15,457 | $782K |
| Safeguard Investment Advisory Group, LLC | 0.20% | Reduce -71.0% | 15,383 | $778K |
| US Bancorp \de | 0.00% | Add +15.9% | 15,362 | $777K |
| LVZ, Inc. | 0.09% | Reduce -10.8% | 15,349 | $777K |
| Capital Analysts, LLC | 0.02% | Reduce -0.2% | 15,197 | $769K |
| Princeton Global Asset Management LLC | 0.12% | Add +0.6% | 15,115 | $765K |
| Pallas Capital Advisors LLC | 0.03% | Add +25.4% | 15,046 | $761K |
| Balboa Wealth Partners | 0.13% | Add +30.3% | 15,028 | $760K |
| Lifestyle Asset Management, Inc. | 0.25% | Reduce -1.9% | 15,001 | $759K |
| Csenge Advisory Group | 0.03% | Add +193.6% | 14,931 | $755K |
| Contango Wealth Management LLC | 0.83% | — | 14,734 | $745K |
| Condor Capital Management | 0.06% | Add +0.8% | 14,728 | $745K |
| Investment Partners Asset Management, Inc. | 0.46% | Add +15.9% | 14,713 | $744K |
| Keel Point, LLC | 0.04% | Reduce -11.6% | 14,689 | $743K |
| Asio Capital, LLC | 0.10% | Reduce -65.1% | 14,500 | $736K |
| Key Financial Inc | 0.13% | Add +26.6% | 14,539 | $736K |
| Wall Street Financial Group, Inc. | 0.53% | New | 14,695 | $733K |
| Nepsis Inc. | 0.23% | Reduce -0.4% | 14,446 | $731K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 14,383 | $728K |
| Roman Butler Fullerton & Co. | 0.19% | Add +4.6% | 14,059 | $713K |
| Catalyst Private Wealth, LLC | 0.31% | No change | 14,087 | $713K |
| OneAscent Financial Services LLC | 0.07% | Add +56.8% | 13,993 | $708K |
| Decker Wealth Management LLC | 0.16% | — | 13,978 | $707K |
| Capital Planning Advisors, LLC | 0.09% | Add +16.5% | 13,970 | $707K |
| Sunpointe, LLC | 0.23% | Reduce -1.2% | 13,829 | $702K |
| Strategies Wealth Advisors, LLC | 0.07% | Reduce -66.3% | 13,608 | $688K |
| Brookwood Investment Group LLC | 0.08% | New | 13,509 | $683K |
| GeoWealth Management, LLC | 0.03% | Reduce -14.4% | 13,392 | $678K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -1.2% | 13,279 | $672K |
| Strategic Blueprint, LLC | 0.04% | Add +6.5% | 13,191 | $667K |
| Baker Tilly Wealth Management, LLC | 0.16% | Add +135.3% | 13,130 | $664K |
| Strategic Financial Concepts, LLC | 0.61% | Add +39.0% | 13,103 | $663K |
| Access Financial Services, Inc. | 0.24% | Add +1.1% | 13,060 | $661K |
| Alliance Wealth Advisors, LLC | 0.14% | Add +32.3% | 13,048 | $660K |
| Sowa Financial Group, Inc. | 0.34% | Add +1.2% | 13,017 | $659K |
| Royal Harbor Partners, LLC | 0.22% | No change | 12,936 | $654K |
| SHP Wealth Management | 0.05% | — | 12,900 | $653K |
| Gibbs Wealth Management | 0.16% | Reduce -19.1% | 12,816 | $649K |
| Lionsbridge Wealth Management LLC | 0.65% | Reduce -9.5% | 12,789 | $647K |
| Rovin Capital /Ut/ | 0.17% | Add +0.1% | 12,765 | $646K |
| GPS Wealth Strategies Group, LLC | 0.55% | Reduce -52.0% | 12,746 | $645K |
| Second Line Capital, LLC | 0.13% | Add +94.7% | 12,581 | $637K |
| Intrepid Family Office LLC | 0.61% | New | 12,500 | $632K |
| XY Planning Network, Inc. | 0.11% | New | 12,426 | $629K |
| Sterling Investment Counsel, LLC | 0.18% | Reduce -43.2% | 12,377 | $626K |
| Market Street Wealth Management Advisors LLC | 0.10% | Reduce -9.8% | 12,347 | $625K |
| Stone Summit Wealth LLC | 0.17% | Reduce -42.2% | 12,304 | $622K |
| Argent Trust Co | 0.02% | Reduce -1.6% | 12,106 | $612K |
| AGH Wealth Advisors, LLC | 0.46% | No change | 12,000 | $607K |
| SVB Wealth LLC | 0.04% | Reduce -53.6% | 11,903 | $602K |
| Berger Financial Group, Inc | 0.03% | Add +143.3% | 11,883 | $601K |
| One Degree Advisors Inc | 0.16% | Reduce -0.9% | 11,863 | $600K |
| Janney Capital Management LLC | 0.04% | Add +71.7% | 11,850 | $599K |
| Evolution Wealth Management Inc. | 0.49% | Add +31.1% | 11,822 | $598K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -25.3% | 11,745 | $594K |
| Asset Allocation Strategies LLC | 0.11% | Reduce -64.6% | 11,738 | $594K |
| Brooklyn Investment Group | 0.03% | New | 11,635 | $591K |
| Global Strategic Investment Solutions, LLC | 0.06% | Add +0.7% | 11,540 | $584K |
| Level Four Advisory Services, LLC | 0.02% | New | 11,470 | $580K |
| WealthShield Partners, LLC | 0.06% | Add +6.4% | 11,459 | $580K |
| SteelPeak Wealth, LLC | 0.02% | Add +45.3% | 11,386 | $578K |
| Pinion Investment Advisors, LLC | 0.14% | Add +0.6% | 11,370 | $575K |
| Sterling Investment Advisors, Ltd. | 0.11% | No change | 11,350 | $574K |
| TRUE Private Wealth Advisors | 0.06% | New | 11,303 | $572K |
| Prossimo Advisors, LLC | 3.66% | No change | 11,248 | $569K |
| Chapin Davis, Inc. | 0.13% | Reduce -8.3% | 11,095 | $561K |
| Tobias Financial Advisors, Inc. | 0.08% | Add +6.6% | 11,088 | $561K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +28.0% | 11,083 | $561K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +135.8% | 11,060 | $560K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | Reduce -76.3% | 11,000 | $556K |
| VeraBank, N.A. | 0.10% | Reduce -18.7% | 10,978 | $555K |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +2664.4% | 10,947 | $554K |
| Redwood Family Wealth LLC | 0.55% | — | 10,920 | $552K |
| Wiregrass Investment Management LLC | 0.46% | — | 10,800 | $546K |
| Fiduciary Trust Co | 0.01% | Reduce -48.3% | 10,736 | $543K |
| Nicolet Bankshares Inc. | 0.09% | Add +149.4% | 10,730 | $543K |
| HORAN Wealth, LLC | 0.08% | Reduce -9.6% | 10,639 | $538K |
| M Holdings Securities, Inc. | 0.04% | New | 10,608 | $537K |
| Richards, Merrill & Peterson, Inc. | 0.21% | Add +112.5% | 10,580 | $535K |
| Advisor Resource Council | 0.19% | New | 10,550 | $534K |
| Pasadena Private Wealth, LLC | 0.07% | Add +13.0% | 10,505 | $531K |
| Legacy Capital Wealth Partners, LLC | 0.11% | No change | 10,300 | $521K |
| D L Carlson Investment Group Inc. | 0.09% | Reduce -10.4% | 10,258 | $519K |
| Centurion Wealth Management LLC | 0.11% | No change | 10,160 | $514K |
| Tortuga Wealth Management, Inc | 0.54% | — | 10,086 | $510K |
| MPWM Advisory Solutions, LLC | 0.28% | Add +0.4% | 10,081 | $510K |
| Retireful, LLC | 0.64% | Reduce -84.9% | 9,986 | $507K |
| Alhambra Investment Management LLC | 0.23% | Reduce -3.9% | 9,862 | $499K |
| Mma Asset Management LLC | 0.18% | No change | 9,851 | $498K |
| Glenview Trust Co | 0.01% | No change | 9,788 | $495K |
| Redwood Financial Network Corp | 0.31% | Reduce -12.7% | 9,651 | $488K |
| Lee Financial Co | 0.07% | Reduce -34.2% | 9,602 | $487K |
| Private Client Services, LLC | 0.15% | Reduce -7.0% | 9,569 | $484K |
| Inspire Advisors, LLC | 0.04% | Reduce -8.8% | 9,545 | $483K |
| URS Advisory LLC | 0.40% | — | 9,487 | $480K |
| Clear Trail Advisors, LLC | 0.11% | — | 9,468 | $479K |
| Mittelman Wealth Management | 0.31% | Reduce -69.3% | 9,459 | $479K |
| Cordgrass Capital Advisors, LLC | 0.11% | No change | 9,409 | $476K |
| Life Line Wealth Management LLC | 0.14% | Add +1.1% | 9,343 | $473K |
| Fiduciary Alliance LLC | 0.03% | Add +5.3% | 9,300 | $471K |
| FMA Wealth Management, LLC | 0.30% | Reduce -46.1% | 9,282 | $470K |
| Bell Bank | 0.02% | Reduce -51.9% | 9,259 | $468K |
| Moors & Cabot, Inc. | 0.02% | Add +27.2% | 9,169 | $464K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +8.1% | 9,093 | $460K |
| Five Oceans Advisors | 0.16% | Reduce -11.8% | 9,087 | $460K |
| Caldwell Sutter Capital, Inc. | 0.19% | Add +3.3% | 9,077 | $459K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -45.5% | 8,978 | $456K |
| Golden Reserve Retirement LLC | 0.08% | New | 9,006 | $456K |
| Oxinas Partners, LLC | 0.22% | Reduce -17.1% | 8,921 | $451K |
| Wellment Financial | 0.53% | Reduce -5.3% | 8,913 | $451K |
| Sandy Cove Advisors, LLC | 0.13% | Reduce -94.1% | 8,848 | $448K |
| Haverford Trust Co | 0.00% | Add +59.1% | 8,750 | $443K |
| Baron Silver Stevens Financial Advisors, LLC | 0.06% | New | 8,748 | $443K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +47.0% | 8,565 | $435K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.6% | 8,585 | $434K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +47.0% | 8,565 | $433K |
| Rialto Wealth Management, LLC | 0.10% | Reduce -32.1% | 8,540 | $432K |
| Woodmont Investment Counsel LLC | 0.03% | Reduce -2.2% | 8,521 | $431K |
| Insigneo Advisory Services, LLC | 0.03% | Add +1.8% | 8,503 | $430K |
| Acima Private Wealth, LLC | 0.13% | Reduce -53.4% | 8,463 | $428K |
| Millstone Evans Group, LLC | 0.25% | No change | 8,462 | $428K |
| PFG Advisors | 0.02% | Reduce -42.0% | 8,424 | $426K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -16.7% | 8,419 | $426K |
| Red Reef Advisors LLC | 0.43% | — | 8,409 | $425K |
| Stonebridge Financial Group, LLC | 0.04% | Add +94.5% | 8,400 | $425K |
| Proffitt & Goodson Inc. | 0.06% | Add +43.2% | 8,346 | $422K |
| Larch Capital Partners LLC | 0.06% | — | 8,262 | $419K |
| Maia Wealth LLC | 0.07% | Add +24.8% | 8,237 | $417K |
| IFC & Insurance Marketing, Inc. | 0.41% | — | 8,220 | $416K |
| Modera Wealth Management, LLC | 0.00% | Add +34.6% | 8,219 | $416K |
| BNB Wealth Management, LLC | 0.27% | — | 8,193 | $414K |
| Washington Trust Advisors, Inc. | 0.03% | Add +210.0% | 8,103 | $410K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -6.9% | 8,087 | $409K |
| Ballast Financial Advisors LLC | 0.42% | — | 8,070 | $408K |
| Centerpoint Advisory Group | 0.31% | Reduce -5.4% | 8,010 | $405K |
| Journey Strategic Wealth LLC | 0.01% | Add +19.3% | 8,008 | $405K |
| Heck Capital Advisors, LLC | 0.03% | Add +83.5% | 7,893 | $400K |
| Atticus Wealth Management, LLC | 0.10% | Add +3.2% | 7,897 | $399K |
| BCGM Wealth Management, LLC | 0.10% | Add +59.3% | 7,846 | $397K |
| Brown Miller Wealth Management, LLC | 0.11% | Reduce -27.2% | 7,719 | $390K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -7.8% | 7,658 | $387K |
| Platt Wealth Management LLC | 0.38% | — | 7,637 | $386K |
| Brown Advisory Inc. | 0.00% | Reduce -48.1% | 7,626 | $386K |
| Larson Financial Group LLC | 0.01% | Add +1.0% | 7,622 | $386K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.5% | 7,523 | $381K |
| Andrew Hill Investment Advisors, Inc. | 0.29% | Reduce -2.5% | 7,492 | $379K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.6% | 7,490 | $379K |
| World Equity Group, Inc. | 0.11% | Add +7.9% | 7,481 | $378K |
| Elevation Wealth Management LLC | 0.36% | — | 7,432 | $377K |
| Palatine Hill Wealth Management, LLC | 0.30% | — | 7,452 | $377K |
| Able Wealth Management LLC | 0.12% | Reduce -0.1% | 7,450 | $377K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -39.8% | 7,403 | $375K |
| Linscomb Wealth, Inc. | 0.02% | Add +0.1% | 7,397 | $374K |
| Root Financial Partners, LLC | 0.02% | Add +0.6% | 7,386 | $374K |
| Ethos Financial Group, LLC | 0.03% | Reduce -13.4% | 7,299 | $371K |
| Master's Wealth Management Inc. | 0.13% | Add +30.0% | 7,312 | $370K |
| Accurate Wealth Management, LLC | 0.05% | Add +54.7% | 7,286 | $369K |
| Guerra Pan Advisors, LLC | 0.22% | Reduce -6.4% | 7,276 | $368K |
| Cibc World Market Inc. | 0.00% | Reduce -18.5% | 7,274 | $368K |
| Gill Capital Partners, LLC | 0.11% | Reduce -18.5% | 7,268 | $368K |
| Ankerstar Wealth, LLC | 0.36% | — | 7,190 | $365K |
| VestGen Advisors, LLC | 0.02% | Reduce -60.5% | 7,142 | $361K |
| Granite Group Advisors, LLC | 0.20% | New | 7,097 | $359K |
| Mendel Money Management | 0.15% | Reduce -3.8% | 7,084 | $358K |
| Balefire, LLC | 0.07% | Reduce -2.8% | 7,003 | $354K |
| Benchmark Financial Wealth Advisors, LLC | 0.10% | Add +9.0% | 6,999 | $354K |
| Elevated Financial Group LLC | 0.12% | — | 6,920 | $350K |
| ACT Advisors, LLC. | 0.14% | Reduce -79.9% | 6,878 | $348K |
| Beta Wealth Group, Inc. | 0.14% | Reduce -30.3% | 6,846 | $346K |
| Cedarwood Wealth LLC | 0.38% | — | 6,757 | $343K |
| ZEGA Investments, LLC | 0.07% | Reduce -10.0% | 6,753 | $342K |
| RCW Management, LLC | 0.34% | — | 6,745 | $341K |
| Flagstar Securities, Inc. | 0.11% | Add +0.6% | 6,678 | $339K |
| Childress Capital Advisors, LLC | 0.05% | Reduce -10.0% | 6,689 | $338K |
| Aull & Monroe Investment Management Corp | 0.17% | No change | 6,684 | $338K |
| Stonehearth Capital Management, LLC | 0.13% | No change | 6,681 | $338K |
| Fifth Third Securities, Inc. | 0.02% | New | 6,676 | $338K |
| Albion Financial Group | 0.02% | No change | 6,670 | $337K |
| International Private Wealth Advisors LLC | 0.21% | Reduce -17.7% | 6,610 | $334K |
| Slagle Financial, LLC | 0.11% | Reduce -2.1% | 6,477 | $328K |
| New Capital Management LP | 0.08% | Reduce -93.4% | 6,456 | $327K |
| Montecito Bank & Trust | 0.05% | Reduce -41.6% | 6,453 | $326K |
| Ironvine Capital Partners, LLC | 0.03% | No change | 6,441 | $326K |
| EPG Wealth Management LLC | 0.09% | Add +0.6% | 6,316 | $320K |
| WealthCare Investment Partners, LLC | 0.09% | Reduce -20.6% | 6,311 | $319K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -7.6% | 6,259 | $317K |
| Diversified Portfolios, Inc. | 0.03% | Reduce -28.9% | 6,250 | $316K |
| Orion Capital Management LLC | 0.11% | No change | 6,236 | $315K |
| Inscription Capital, LLC | 0.03% | Add +9.0% | 6,225 | $315K |
| Unique Wealth, LLC | 0.04% | Reduce -4.1% | 6,060 | $307K |
| Regions Financial Corp. | 0.00% | Reduce -31.2% | 6,022 | $305K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,000 | $304K |
| Summit Trail Advisors, LLC | 0.01% | No change | 5,971 | $303K |
| Emerald Advisors, LLC | 0.04% | Reduce -0.3% | 5,990 | $303K |
| 2UniFi Bank | 0.14% | No change | 5,944 | $301K |
| PMV Capital Advisers, LLC | 0.54% | Add +0.1% | 5,907 | $299K |
| Calton & Associates, Inc. | 0.04% | Reduce -13.1% | 5,866 | $297K |
| NCM Capital Management, LLC | 0.11% | No change | 5,848 | $296K |
| BostonPremier Wealth LLC | 0.15% | Reduce -15.2% | 5,814 | $294K |
| Kintra Wealth, LLC | 0.04% | Reduce -40.6% | 5,750 | $291K |
| Trust Co | 0.03% | Add +20.8% | 5,746 | $291K |
| Tempus Wealth Planning, LLC | 0.07% | Add +37.9% | 5,673 | $287K |
| Evolve Private Wealth, LLC | 0.02% | — | 5,638 | $286K |
| Twelve Points Wealth Management LLC | 0.06% | Reduce -1.8% | 5,599 | $283K |
| Milestone Asset Management Group, LLC | 0.16% | Add +6.3% | 5,592 | $283K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 5,554 | $281K |
| Harmony Asset Management LLC | 0.09% | New | 5,542 | $280K |
| Shufro Rose & Co. LLC | 0.02% | New | 5,525 | $280K |
| Bedminster, LLC | 0.26% | — | 5,495 | $278K |
| Mission Wealth Management, LP | 0.01% | Reduce -52.7% | 5,478 | $277K |
| InTrack Investment Management Inc | 0.15% | Reduce -1.4% | 5,459 | $276K |
| Everest Financial Group LLC | 0.06% | — | 5,457 | $276K |
| Oak Barrel Wealth Advisory LLC | 0.16% | — | 5,441 | $275K |
| Aurdan Capital Management, LLC | 0.08% | No change | 5,437 | $275K |
| Courier Capital LLC | 0.02% | Add +1.8% | 5,409 | $274K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | New | 5,384 | $272K |
| CWC Advisors, LLC. | 0.13% | Reduce -0.1% | 5,368 | $272K |
| BlackDiamond Wealth Management, LLC | 0.13% | Add +1.7% | 5,325 | $270K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,317 | $269K |
| Moller Wealth Partners | 0.06% | Reduce -9.1% | 5,306 | $268K |
| Keybank National Association | 0.00% | Add +8.1% | 5,298 | $268K |
| Peak Asset Management, LLC | 0.05% | New | 5,278 | $267K |
| BNP Paribas Financial Markets | 0.00% | Reduce -22.5% | 5,253 | $266K |
| Daviman Financial, LLC | 0.15% | — | 5,209 | $264K |
| CIBC Private Wealth Group LLC | 0.00% | Add +109.8% | 5,200 | $263K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Add +6.5% | 5,150 | $261K |
| XTX Topco Ltd | 0.01% | New | 5,130 | $260K |
| Morey & Quinn Wealth Partners, LLC | 0.19% | No change | 5,121 | $259K |
| Morris Financial Concepts, Inc. | 0.09% | Add +0.5% | 5,116 | $259K |
| NorthRock Partners, LLC | 0.00% | Add +3.6% | 5,107 | $258K |
| Integrated Capital Management, LLC | 0.11% | Reduce -0.0% | 5,096 | $258K |
| Next Level Private LLC | 0.07% | New | 5,092 | $258K |
| Ascent Group, LLC | 0.01% | Add +4.0% | 5,052 | $256K |
| Intellus Advisors LLC | 0.03% | Reduce -6.1% | 5,003 | $253K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,000 | $253K |
| Koshinski Asset Management, Inc. | 0.02% | Add +22.5% | 4,977 | $252K |
| Independent Advisor Alliance | 0.01% | New | 4,951 | $250K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,925 | $249K |
| Carrera Capital Advisors | 0.04% | New | 4,898 | $249K |
| LongView Wealth Management | 0.06% | Add +2.8% | 4,884 | $247K |
| Lantern Wealth Advisors, LLC | 0.13% | Add +3.5% | 4,884 | $247K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | Reduce -28.6% | 4,860 | $247K |
| Aspen Grove Capital, LLC | 0.04% | New | 4,831 | $245K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.9% | 4,815 | $244K |
| Terril Brothers, Inc. | 0.06% | No change | 4,800 | $243K |
| American Money Management, LLC | 0.04% | Add +0.4% | 4,795 | $243K |
| Lakeridge Wealth Management LLC | 0.11% | Add +4.5% | 4,770 | $241K |
| Secured Retirement Advisors, LLC | 0.13% | Reduce -16.9% | 4,760 | $241K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 4,759 | $241K |
| Keystone Wealth Services, LLC | 0.05% | New | 4,669 | $236K |
| Belleair Asset Management, LLC | 0.22% | — | 4,655 | $235K |
| Comprehensive Money Management Services LLC | 0.16% | Reduce -30.6% | 4,650 | $235K |
| Savvy Advisors, Inc. | 0.01% | New | 4,649 | $235K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $234K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -26.2% | 4,593 | $232K |
| Troutman Wealth Management, LLC | 0.19% | — | 4,575 | $231K |
| Focused Alpha, LLC | 0.07% | — | 4,528 | $229K |
| MBL Wealth, LLC | 0.02% | Reduce -50.5% | 4,503 | $228K |
| TMB Capital Partners, LLC | 0.08% | — | 4,493 | $227K |
| Discipline Wealth Solutions, LLC | 0.04% | New | 4,471 | $226K |
| ETF Store, Inc. | 0.23% | Add +1.1% | 4,459 | $226K |
| Prota Financial, LLC | 0.16% | — | 4,432 | $224K |
| K2 Financial Inc. | 0.17% | Reduce -11.0% | 4,414 | $224K |
| BlackRock, Inc. | 0.00% | Add +22.3% | 4,410 | $223K |
| Fisher Asset Management | 0.00% | New | 4,370 | $221K |
| IFG Advisors, LLC | 0.04% | Reduce -3.3% | 4,345 | $220K |
| Etesian Wealth Advisors, Inc. | 0.07% | Add +0.5% | 4,316 | $218K |
| OneAscent Family Office, LLC | 0.15% | Reduce -40.5% | 4,234 | $214K |
| Core Wealth Advisors, LLC | 0.17% | — | 4,233 | $214K |
| Muirfield Wealth Advisors LLC | 0.16% | Reduce -1.5% | 4,208 | $213K |
| Hills Bank & Trust Co | 0.01% | Reduce -1.8% | 4,174 | $211K |
| Kraematon Investment Advisors, Inc. | 0.17% | Add +0.3% | 4,171 | $211K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $210K |
| Beese Fulmer Investment Management, Inc. | 0.01% | New | 4,136 | $210K |
| IVC Wealth Advisors LLC | 0.09% | Reduce -7.7% | 4,133 | $209K |
| SYM FINANCIAL Corp | 0.02% | Reduce -2.9% | 4,122 | $209K |
| Client First Investment Management LLC | 0.11% | Reduce -4.7% | 4,117 | $208K |
| Sunflower Bank, N.A. | 0.05% | No change | 4,115 | $208K |
| Q3 Asset Management | 0.05% | New | 4,085 | $206K |
| Legacy Wealth Partners, LLC | 0.05% | — | 4,059 | $205K |
| Indivisible Partners | 0.02% | — | 4,052 | $205K |
| Alteri Wealth LLC | 0.07% | New | 4,045 | $205K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $203K |
| Angeles Wealth Management, LLC | 0.01% | No change | 4,000 | $203K |
| Harbor Group, Inc. | 0.03% | Reduce -25.6% | 4,001 | $202K |
| Financial Alternatives, Inc | 0.12% | No change | 4,000 | $202K |
| Harbor Investment Advisory, LLC | 0.02% | Add +141.6% | 3,984 | $202K |
| Cambient Family Office, LLC | 0.03% | — | 3,966 | $201K |
| Argos Wealth Advisors, LLC | 0.05% | — | 3,955 | $200K |
| Kathmere Capital Management, LLC | 0.01% | No change | 3,954 | $200K |
| Canton Hathaway, LLC | 0.04% | Reduce -33.6% | 3,953 | $200K |
| Northwest Capital Management Inc | 0.86% | Reduce -76.0% | 3,929 | $199K |
| Fairway Wealth LLC | 0.05% | Reduce -5.3% | 3,577 | $181K |
| Lloyd Advisory Services, LLC. | 0.07% | New | 3,566 | $180K |
| First Horizon Corp. | 0.01% | Add +24.7% | 3,558 | $180K |
| MidAtlantic Capital Management, Inc. | 0.11% | New | 3,526 | $178K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,500 | $177K |
| Barrett & Company, Inc. | 0.06% | No change | 3,475 | $176K |
| Harbor Asset Planning, Inc. | 0.14% | Add +1.1% | 3,334 | $169K |
| Hurley Capital, LLC | 0.09% | Add +32.3% | 3,140 | $159K |
| WPG Advisers, LLC | 0.12% | Add +0.0% | 3,126 | $158K |
| WFA of San Diego, LLC | 0.11% | Add +1.0% | 3,066 | $155K |
| Clearstead Advisors, LLC | 0.00% | Add +57.9% | 3,053 | $154K |
| American National Bank & Trust | 0.01% | Add +300.9% | 2,967 | $150K |
| Sankala Group LLC | 0.12% | — | 2,875 | $146K |
| PFS Partners, LLC | 0.06% | Reduce -51.7% | 2,766 | $140K |
| Sound Income Strategies, LLC | 0.01% | Add +484.1% | 2,570 | $130K |
| HFM Investment Advisors, LLC | 0.05% | Reduce -9.7% | 2,413 | $122K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,339 | $118K |
| Capital Investment Counsel, Inc | 0.01% | New | 2,207 | $112K |
| Main Management LLC | 0.01% | No change | 2,167 | $110K |
| HM Payson & Co. | 0.00% | No change | 2,092 | $106K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,013 | $102K |
| Cape Investment Advisory, Inc. | 0.03% | Add +6.2% | 1,993 | $101K |
| Archer Investment Corp | 0.02% | No change | 1,991 | $101K |
| Kingdom Financial Group LLC. | 0.03% | New | 1,969 | $100K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | New | 1,966 | $99K |
| Peck Wealth Management, LLC | 0.09% | No change | 1,958 | $99K |
| Frazier Financial Advisors, LLC | 0.06% | Add +36.5% | 1,931 | $98K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5105.6% | 1,874 | $95K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,822 | $92K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,480 | $75K |
| Clarity Asset Management, Inc. | 0.04% | Add +31.6% | 1,357 | $69K |
| Ameriflex Group, Inc. | 0.04% | Reduce -43.0% | 1,356 | $69K |
| Maseco LLP | 0.00% | No change | 1,269 | $64K |
| Financial Network Wealth Advisors LLC | 0.07% | Add +1.1% | 1,263 | $64K |
| Aventura Private Wealth, LLC | 0.02% | No change | 1,217 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.02% | New | 1,200 | $60K |
| First Pacific Financial | 0.01% | Add +1.1% | 1,089 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,050 | $53K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,040 | $53K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Rossmore Private Capital | 0.00% | Add +100.0% | 1,000 | $51K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $51K |
| Wagner Wealth Management, LLC | 0.01% | No change | 979 | $50K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.9% | 903 | $46K |
| Flagship Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 897 | $45K |
| Longview Financial Advisors LLC | 0.02% | Reduce -47.5% | 870 | $44K |
| Versant Capital Management, Inc | 0.01% | Reduce -69.2% | 858 | $43K |
| Copia Wealth Management | 0.03% | New | 851 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| Operose Advisors LLC | 0.01% | Add +1224.6% | 808 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 766 | $39K |
| SageView Advisory Group, LLC | 0.00% | New | 765 | $39K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -47.4% | 756 | $38K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 754 | $38K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 750 | $38K |
| TD Private Client Wealth LLC | 0.00% | Add +89.1% | 743 | $38K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 732 | $37K |
| Bogart Wealth, LLC | 0.00% | No change | 706 | $36K |
| Cardiff Park Advisors, LLC | 0.00% | Add +39.4% | 694 | $35K |
| Motiv8 Investments LLC | 0.02% | New | 631 | $32K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.0% | 616 | $31K |
| Sittner & Nelson, LLC | 0.01% | New | 588 | $30K |
| Quaker Wealth Management, LLC | 0.01% | Add +3.5% | 587 | $30K |
| Jackson Hole Capital Partners, LLC | 0.00% | New | 556 | $28K |
| Chelsea Counsel Co. | 0.01% | No change | 485 | $25K |
| Creative Capital Management Investments LLC | 0.01% | New | 479 | $24K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -38.7% | 475 | $24K |
| St Germain D J Co. Inc. | 0.00% | Reduce -52.3% | 475 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -29.9% | 427 | $22K |
| Tucker Asset Management LLC | 0.01% | No change | 419 | $21K |
| Community Bank, N.A. | 0.00% | No change | 400 | $20K |
| Hilltop National Bank | 0.00% | No change | 391 | $20K |
| Richardson Financial Services Inc. | 0.01% | New | 384 | $19K |
| Hughes Financial Services, LLC | 0.00% | Add +159.7% | 335 | $17K |
| HighMark Wealth Management LLC | 0.01% | New | 334 | $17K |
| Beacon Capital Management, Inc. | 0.00% | New | 330 | $17K |
| FWL Investment Management, LLC | 0.00% | Add +38.8% | 322 | $16K |
| Coston, McIsaac & Partners | 0.00% | No change | 336 | $16K |
| Curio Wealth, LLC | 0.01% | No change | 312 | $16K |
| Balentine LLC | 0.00% | Reduce -95.6% | 301 | $15K |
| Tsfg, LLC | 0.00% | Add +1.0% | 302 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 292 | $15K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 264 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 250 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Reduce -0.8% | 243 | $12K |
| Pandora Wealth, Inc. | 0.01% | Reduce -63.2% | 235 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | New | 225 | $11K |
| Blueline Advisors LLC | 0.01% | — | 202 | $10K |
| Navalign, LLC | 0.00% | New | 202 | $10K |
| Costello Asset Management, INC | 0.00% | New | 200 | $10K |
| Modus Advisors, LLC | 0.00% | New | 200 | $10K |
| Rice Partnership, LLC | 0.00% | Reduce -31.5% | 200 | $10K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 195 | $10K |
| Key Capital Management, INC | 0.01% | — | 193 | $10K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -76.3% | 190 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 188 | $10K |
| Investors Research Corp | 0.00% | New | 172 | $9K |
| Asset Dedication, LLC | 0.00% | Reduce -4.0% | 166 | $8K |
| Park Square Financial Group, LLC | 0.05% | Add +28.6% | 153 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 136 | $7K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 120 | $6K |
| Maryland Capital Advisors Inc. | 0.00% | No change | 94 | $5K |
| Manchester Capital Management LLC | 0.00% | New | 86 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.4% | 72 | $4K |
| Basepoint Wealth LLC | 0.00% | New | 70 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 62 | $3K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | — | 41 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 40 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -90.4% | 39 | $2K |
| New Millennium Group LLC | 0.00% | New | 38 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 36 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $2K |
| LRI Investments, LLC | 0.00% | No change | 25 | $1K |
| RHL Group, LLC | 0.00% | — | 22 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 22 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $911 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -25.0% | 18 | $901 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $809 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 13 | $658 |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 9 | $471 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 8 | $405 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 5 | $254 |
| Fortis Group Advisors, LLC | 0.00% | No change | 4 | $202 |
| Centerpoint Advisors, LLC | 0.00% | Reduce -97.7% | 9 | $0 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.