JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q1 2026 (March 31)1,210holders +7
93new positions
78sold out
4famous investors
$50.59avg. 13F price*
At the end of Q1 2026, 1,210 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, up 7 from Q4 2025. 93 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($5.1B), Morgan Stanley ($3.1B) and LPL Financial LLC ($1.0B). 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 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $147.7M |
| Exits | 78 | $171.4M |
All 13F filers, Q4 2025 → Q1 2026: 36,426,963 shares bought and 25,462,757 shares sold, net +10,964,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,210 holders
| JPMorgan Chase & Co. | 0.34% | Reduce -5.8% | 100,296,477 | $5.1B |
| Morgan Stanley | 0.19% | Reduce -0.5% | 61,139,019 | $3.1B |
| LPL Financial LLC | 0.27% | Add +1.4% | 19,901,775 | $1.0B |
| Bank of America Corp. | 0.06% | Add +0.1% | 16,198,546 | $819.8M |
| Betterment LLC | 1.31% | Add +3.6% | 13,652,039 | $690.9M |
| Wells Fargo & Company | 0.12% | Add +23.9% | 11,901,249 | $602.3M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.6% | 11,632,152 | $588.7M |
| UBS Group AG | 0.10% | Add +14.2% | 10,811,549 | $547.2M |
| HB Wealth Management, LLC | 3.12% | Add +1.1% | 9,550,931 | $480.9M |
| FMR LLC | 0.02% | Reduce -20.3% | 8,567,157 | $433.6M |
| Raymond James Financial Inc. | 0.10% | Add +13.1% | 6,670,792 | $337.6M |
| Temasek Holdings (Private) Ltd | 1.01% | No change | 5,919,494 | $299.6M |
| Envestnet Asset Management Inc. | 0.08% | Add +28.0% | 5,550,338 | $280.9M |
| Royal Bank of Canada | 0.05% | Add +11.1% | 5,372,821 | $271.9M |
| Cerity Partners LLC | 0.37% | Add +6.2% | 5,186,873 | $262.5M |
| Foster Dykema Cabot & Partners, LLC | 15.32% | Reduce -2.6% | 4,759,095 | $240.9M |
| Wealth Enhancement Advisory Services, LLC | 0.40% | Reduce -36.0% | 3,642,456 | $183.8M |
| Cambridge Investment Research Advisors, Inc. | 0.45% | Add +5.8% | 3,461,245 | $175.2M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -15.2% | 3,402,461 | $172.2M |
| Cetera Investment Advisers | 0.18% | Add +10.2% | 3,377,302 | $170.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.98% | Add +215.9% | 2,811,500 | $142.3M |
| RiverFront Investment Group, LLC | 2.15% | Add +8.4% | 2,742,910 | $138.8M |
| Ameriprise Financial Inc. | 0.03% | Reduce -23.2% | 2,700,377 | $136.8M |
| Osaic Holdings, Inc. | 0.18% | Reduce -6.3% | 2,415,784 | $122.3M |
| Axxcess Wealth Management, LLC | 3.76% | Add +20.5% | 2,320,042 | $117.4M |
| Jones Financial Companies LLLP | 0.05% | Add +23.8% | 2,196,693 | $111.0M |
| Fifth Third Bancorp | 0.20% | Add +28.0% | 2,158,259 | $109.2M |
| Quadrant Capital Group LLC | 3.23% | Add +22.4% | 2,134,627 | $108.0M |
| Cornerstone Management, Inc. | 16.57% | Add +6.8% | 2,054,190 | $104.0M |
| Kensington Asset Management, LLC | 5.50% | Add +71.7% | 1,994,639 | $100.9M |
| Bridgewater Advisors Inc. | 5.77% | Add +2.8% | 1,919,555 | $97.0M |
| Stifel Financial Corp. | 0.09% | Add +1.1% | 1,837,530 | $93.0M |
| Commonwealth Equity Services, LLC | 0.13% | Add +2.4% | 1,813,703 | $91.8M |
| Focus Partners Wealth | 0.10% | Add +24.4% | 1,791,951 | $90.7M |
| Ancora Advisors LLC | 1.93% | Reduce -0.9% | 1,790,784 | $90.6M |
| Waverly Advisors, LLC | 0.67% | Add +54.5% | 1,757,191 | $88.9M |
| Greenwood Gearhart LLC | 4.76% | Add +9.6% | 1,739,531 | $88.0M |
| Legacy Wealth Management, LLC | 4.92% | Add +2.1% | 1,666,333 | $84.3M |
| Assetmark, Inc. | 0.17% | Add +7.2% | 1,631,342 | $82.6M |
| Lido Advisors, LLC | 0.32% | Add +14.1% | 1,609,839 | $81.5M |
| Cwm, LLC | 0.21% | Add +43.7% | 1,603,139 | $81.1M |
| Trustmark Bank Trust Department | 4.57% | Add +71.3% | 1,405,198 | $71.1M |
| Signaturefd, LLC | 1.07% | Add +70.2% | 1,375,805 | $69.6M |
| HighTower Advisors, LLC | 0.07% | Add +24.8% | 1,325,577 | $67.1M |
| Thrivent Financial for Lutherans | 0.13% | Add +2.7% | 1,300,733 | $65.8M |
| Private Advisor Group, LLC | 0.30% | Add +14.1% | 1,283,840 | $65.0M |
| Bramshill Investments, LLC | 5.58% | Add +64.0% | 1,280,797 | $64.8M |
| Rock Creek Group LLC | 6.54% | Reduce -1.4% | 1,277,074 | $64.6M |
| Fluent Financial, LLC | 23.24% | Add +340.1% | 1,257,356 | $63.5M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -9.5% | 1,249,816 | $63.2M |
| Crane Advisory, LLC | 9.04% | Add +1.9% | 1,194,881 | $60.4M |
| N.E.W. Advisory Services LLC | 4.39% | Add +0.2% | 1,159,813 | $58.7M |
| Sei Investments Co. | 0.05% | Add +1.2% | 1,158,003 | $58.6M |
| NewEdge Advisors, LLC | 0.21% | Reduce -5.0% | 1,153,944 | $58.4M |
| Capital Asset Advisory Services LLC | 2.22% | Add +19.2% | 1,144,116 | $57.9M |
| Integrated Wealth Concepts LLC | 0.46% | Add +104.9% | 1,130,440 | $57.2M |
| Acorns Advisers, LLC | 0.40% | Add +5.9% | 1,066,602 | $54.0M |
| Captrust Financial Advisors | 0.09% | Reduce -10.2% | 1,063,710 | $53.8M |
| Gotham Asset Management | 0.15% | Add +65.7% | 943,704 | $47.8M |
| Ridgepath Capital Management LLC | 23.62% | Add +214.7% | 938,877 | $47.5M |
| MML Investors Services, LLC | 0.13% | Reduce -23.7% | 924,343 | $46.8M |
| Citizens Financial Group Inc. | 0.65% | Add +0.4% | 923,074 | $46.7M |
| PFG Investments, LLC | 2.17% | Reduce -2.1% | 920,333 | $46.6M |
| Valmark Advisers, Inc. | 0.55% | Add +0.6% | 907,346 | $45.9M |
| Round Rock Advisors LLC | 7.02% | Add +0.6% | 906,061 | $45.9M |
| AlphaCore Capital LLC | 1.03% | Add +32.6% | 861,264 | $43.6M |
| Peterson Wealth Advisors, LLC | 5.62% | Reduce -5.0% | 835,319 | $42.3M |
| Stephens Inc. | 0.53% | Add +2.8% | 829,222 | $42.0M |
| Alpha Omega Wealth Management LLC | 6.68% | Add +0.5% | 814,189 | $41.2M |
| Intrua Financial, LLC | 4.37% | Add +721.3% | 808,670 | $40.9M |
| AdvisorNet Financial, Inc | 2.10% | Add +8.1% | 801,965 | $40.6M |
| MAI Capital Management | 0.23% | Reduce -2.1% | 788,602 | $39.9M |
| Highline Wealth Partners LLC | 10.21% | Add +19.9% | 787,994 | $39.9M |
| Naviter Wealth, LLC | 4.89% | Add +33.8% | 773,899 | $39.2M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.6% | 748,092 | $37.9M |
| AE Wealth Management LLC | 0.20% | Add +88.0% | 732,218 | $37.1M |
| Great Point Wealth Advisors, LLC | 6.76% | Add +0.7% | 723,010 | $36.6M |
| Kestra Advisory Services, LLC | 0.14% | Add +24.8% | 720,145 | $36.4M |
| Retirement Income Solutions, Inc. | 6.22% | Add +0.7% | 719,459 | $36.4M |
| Fairview Capital Investment Management, LLC | 1.98% | Reduce -3.9% | 719,059 | $36.4M |
| Rosenberg Matthew Hamilton | 7.44% | Add +3.2% | 717,520 | $36.3M |
| Dakota Wealth Management | 0.77% | Add +20.3% | 704,400 | $35.6M |
| Franklin Resources Inc. | 0.01% | Add +2.6% | 695,095 | $35.2M |
| San Luis Wealth Advisors LLC | 5.81% | Reduce -2.3% | 693,273 | $35.1M |
| Mgo One Seven LLC | 0.70% | Reduce -9.7% | 690,378 | $34.9M |
| Mariner, LLC | 0.04% | Add +11.0% | 688,034 | $34.8M |
| State of Tennessee, Department of Treasury | 0.11% | Add +236.8% | 649,100 | $32.9M |
| Phoenix Wealth Advisors | 12.93% | Add +0.1% | 646,844 | $32.7M |
| Flagship Harbor Advisors, LLC | 1.43% | Add +29.5% | 640,765 | $32.4M |
| Roberts Wealth Advisors, LLC | 8.19% | Add +9.5% | 637,497 | $32.3M |
| Beacon Investment Advisory Services, Inc. | 1.30% | Add +1.9% | 617,567 | $31.3M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -34.8% | 614,451 | $31.1M |
| StrongBox Wealth, LLC | 9.86% | Add +2.3% | 608,954 | $30.8M |
| Gerber Kawasaki Wealth & Investment Management | 0.98% | Reduce -7.0% | 607,469 | $30.8M |
| Independent Advisor Alliance | 0.33% | Add +12114.5% | 604,741 | $30.6M |
| Dynamic Advisor Solutions LLC | 0.96% | Add +0.7% | 603,143 | $30.5M |
| Peapack Gladstone Financial Corp. | 0.38% | Add +8.8% | 580,877 | $29.4M |
| Roof Eidam Maycock Peralta, LLC | 6.68% | Add +3.0% | 575,835 | $29.1M |
| LexAurum Advisors, LLC | 3.68% | — | 557,404 | $28.2M |
| Aptus Capital Advisors, LLC | 0.24% | Add +314.1% | 557,255 | $28.2M |
| SkyOak Wealth, LLC | 5.09% | Add +0.9% | 549,606 | $27.8M |
| Cobblestone Asset Management LLC | 12.43% | Reduce -11.2% | 546,363 | $27.7M |
| Evensky & Katz LLC | 1.57% | Add +3.4% | 543,785 | $27.5M |
| Equitable Holdings, Inc. | 0.17% | Reduce -14.4% | 534,582 | $27.0M |
| ACT Advisors, LLC. | 11.49% | Add +7660.0% | 533,732 | $27.0M |
| Weatherly Asset Management L. P. | 2.15% | Add +2.8% | 525,345 | $26.6M |
| Exchange Traded Concepts, LLC | 0.20% | Add +0.3% | 521,136 | $26.4M |
| Leverty Financial Group, LLC | 5.79% | New | 516,840 | $26.2M |
| American Trust | 2.31% | Reduce -1.7% | 516,363 | $26.1M |
| Family Investment Center, Inc. | 4.98% | Add +29.6% | 511,390 | $25.9M |
| LPWM LLC | 6.50% | Add +58.2% | 509,362 | $25.8M |
| Sollinda Capital Management LLC | 6.18% | Reduce -0.1% | 502,626 | $25.4M |
| Spire Wealth Management | 0.86% | Reduce -3.5% | 497,773 | $25.2M |
| Mason Street Advisors, LLC | 2.41% | Add +1.2% | 486,336 | $24.6M |
| MBM Wealth Consultants, LLC | 5.59% | Add +4.4% | 481,467 | $24.4M |
| Bryn Mawr Trust Advisors, LLC | 1.18% | Reduce -3.3% | 481,263 | $24.4M |
| Jacobi Capital Management LLC | 1.34% | Add +23.6% | 475,030 | $24.0M |
| Requisite Capital Management, LLC | 4.47% | Add +65.2% | 473,209 | $23.9M |
| &partners | 0.12% | Add +42.6% | 473,122 | $23.9M |
| Ironwood Wealth Management, Inc. | 10.55% | Add +0.4% | 466,293 | $23.5M |
| Corient Private Wealth LP | 0.03% | Reduce -1.4% | 463,016 | $23.4M |
| Appleton Partners Inc. | 1.61% | Reduce -5.0% | 455,063 | $23.0M |
| Saiph Capital, LLC | 8.65% | Reduce -3.9% | 451,721 | $22.9M |
| WCG Wealth Advisors LLC | 0.64% | Reduce -33.8% | 451,530 | $22.9M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +16.5% | 450,943 | $22.8M |
| Clarus Group, Inc. | 8.17% | Reduce -0.6% | 450,369 | $22.8M |
| McMorgan & Co. LLC | 3.67% | Reduce -55.1% | 448,136 | $22.7M |
| Capital Advisors Wealth Management, LLC | 3.04% | Add +0.2% | 446,612 | $22.6M |
| YHB Investment Advisors, Inc. | 1.61% | Add +2.3% | 444,095 | $22.5M |
| Arbor Investment Advisors, LLC | 2.92% | Add +7.0% | 443,066 | $22.4M |
| Harbour Investments, Inc. | 0.34% | Add +11.5% | 438,563 | $22.2M |
| WJ Wealth Management, LLC | 10.32% | Add +20.1% | 435,278 | $22.0M |
| Souders Financial Advisors | 2.46% | Add +1.9% | 426,724 | $21.6M |
| Donaldson Capital Management, LLC | 0.70% | Reduce -2.8% | 424,174 | $21.5M |
| Capital Investment Advisory Services, LLC | 1.54% | Reduce -1.3% | 416,201 | $21.1M |
| Mainstream Capital Management LLC | 14.00% | Add +0.6% | 412,339 | $20.9M |
| Cahaba Wealth Management, Inc. | 1.39% | Add +8.3% | 403,114 | $20.4M |
| White Wing Wealth Management | 12.21% | Add +0.2% | 401,808 | $20.3M |
| Compass Financial Services Inc | 8.76% | Reduce -10.2% | 399,647 | $20.2M |
| IMZ Advisory Inc | 7.63% | Reduce -0.1% | 398,526 | $20.2M |
| Ceera Investments, LLC | 8.77% | Add +63.7% | 395,152 | $20.0M |
| Ridgeline Wealth Planning, LLC | 14.54% | Reduce -0.2% | 393,352 | $19.9M |
| Beacon Bank & Trust | 4.02% | Reduce -7.5% | 387,779 | $19.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -21.1% | 387,770 | $19.6M |
| Mascoma Wealth Management LLC | 4.03% | Reduce -10.4% | 385,564 | $19.5M |
| Soltis Investment Advisors LLC | 1.25% | Reduce -11.1% | 380,492 | $19.3M |
| Legacy CG, LLC | 5.34% | Add +23.0% | 379,800 | $19.2M |
| Savant Capital, LLC | 0.09% | Add +235.6% | 379,636 | $19.2M |
| Cooper Financial Group | 1.88% | Reduce -4.1% | 367,853 | $18.6M |
| Legacy Wealth Advisors, LLC | 9.50% | Reduce -13.7% | 367,719 | $18.6M |
| Financial Management Professionals, Inc. | 2.08% | Add +7.7% | 365,832 | $18.5M |
| Cerro Pacific Wealth Advisors LLC | 4.85% | Add +18.5% | 365,353 | $18.5M |
| IFP Advisors, Inc | 0.38% | Reduce -7.5% | 362,467 | $18.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.27% | Reduce -18.3% | 362,063 | $18.3M |
| Per Stirling Capital Management, LLC. | 2.02% | Add +8.5% | 361,601 | $18.3M |
| Selby Wealth Management, LLC | 7.20% | Reduce -3.9% | 361,238 | $18.3M |
| Sowell Financial Services LLC | 0.67% | Add +5.4% | 358,743 | $18.2M |
| Essex Financial Services, Inc. | 1.02% | Add +15.8% | 358,690 | $18.2M |
| Pinnacle Financial Partners, Inc. | 0.14% | Add +15.9% | 354,304 | $17.9M |
| Truist Financial Corp. | 0.02% | Add +12.3% | 352,078 | $17.8M |
| Lane Brothers & Co. Inc. | 12.95% | Add +5.8% | 351,003 | $17.8M |
| First Business Financial Services, Inc. | 1.57% | Add +60.6% | 349,703 | $17.7M |
| Prospera Financial Services Inc | 0.28% | Add +77.0% | 347,717 | $17.6M |
| VCI Wealth Management LLC | 4.85% | Add +12.5% | 345,750 | $17.5M |
| Farther Finance Advisors, LLC | 0.16% | Add +133.8% | 344,966 | $17.4M |
| Summit Wealth Partners, LLC | 2.74% | Reduce -0.5% | 341,729 | $17.3M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -6.5% | 335,836 | $17.0M |
| Flaharty Asset Management, LLC | 2.09% | Add +1.1% | 332,006 | $16.8M |
| Verum Partners LLC | 3.18% | Add +6.1% | 330,356 | $16.7M |
| JFS Wealth Advisors, LLC | 0.93% | Add +2.4% | 329,687 | $16.7M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -1.5% | 324,991 | $16.4M |
| Palumbo Wealth Management LLC | 3.98% | Add +3.9% | 322,375 | $16.3M |
| Allworth Financial LP | 0.07% | Reduce -2.0% | 321,446 | $16.3M |
| Noesis Capital Mangement Corp. | 2.35% | Add +17.1% | 313,764 | $15.9M |
| Independent Financial Group, LLC | 0.35% | Reduce -3.5% | 312,515 | $15.8M |
| Apollon Wealth Management, LLC | 0.25% | Add +8.8% | 308,914 | $15.6M |
| Kwmg, LLC | 1.30% | Add +5.1% | 308,822 | $15.6M |
| Neuberger Berman Group LLC | 0.01% | Add +97.6% | 305,877 | $15.5M |
| RPg Family Wealth Advisory, LLC | 3.22% | Add +12.0% | 305,065 | $15.4M |
| Scotia Capital Inc. | 0.06% | Add +18.7% | 300,950 | $15.2M |
| Causey Wealth LLC | 6.43% | Add +40.1% | 299,116 | $15.1M |
| Composition Wealth, LLC | 0.21% | Reduce -4.5% | 295,716 | $15.0M |
| Ruggaard & Associates LLC | 5.89% | Add +1.7% | 293,751 | $14.9M |
| Sand Hill Global Advisors, LLC | 0.49% | Reduce -3.0% | 287,134 | $14.5M |
| IronBridge Private Wealth, LLC | 4.68% | Add +0.4% | 286,919 | $14.5M |
| Advisory Services Network, LLC | 0.19% | Add +42.5% | 286,738 | $14.5M |
| Atlantic Union Bankshares Corp | 0.28% | Reduce -7.3% | 284,018 | $14.4M |
| Clark Capital Management Group, Inc. | 0.09% | Add +115.7% | 284,014 | $14.4M |
| Bluedoor Private Wealth, LLC | 6.64% | Add +47.5% | 283,399 | $14.3M |
| Insight Wealth Partners, LLC | 5.65% | Add +3.0% | 276,178 | $14.0M |
| Whitaker-Myers Wealth Managers, LTD. | 2.78% | Add +14.3% | 275,333 | $13.9M |
| Resonant Capital Advisors, LLC | 0.73% | Reduce -40.8% | 272,925 | $13.8M |
| Simon Quick Advisors, LLC | 0.63% | Reduce -2.1% | 271,640 | $13.7M |
| Financial Solutions Advisory Group, Inc. | 1.89% | — | 270,591 | $13.7M |
| NewEdge Wealth, LLC | 0.16% | Add +8.8% | 270,158 | $13.7M |
| TD Capital Management LLC | 1.22% | Add +0.6% | 268,412 | $13.6M |
| Citadel Advisors | 0.01% | New | 267,115 | $13.5M |
| Paradigm Capital Management, LLC | 12.45% | Add +8.4% | 265,661 | $13.4M |
| Arcus Capital Partners, LLC | 4.83% | Add +563.0% | 265,538 | $13.4M |
| Aprio Wealth Management, LLC | 0.73% | Add +92.6% | 265,425 | $13.4M |
| Centaurus Financial, Inc. | 0.64% | Add +2.6% | 265,194 | $13.4M |
| NavPoint Financial, Inc. | 5.42% | Add +4.3% | 264,941 | $13.4M |
| Paradigm, Strategies in Wealth Management, LLC | 8.97% | Reduce -11.0% | 261,146 | $13.2M |
| Paces Ferry Wealth Advisors, LLC | 5.49% | Add +7.5% | 260,513 | $13.2M |
| Larson Financial Group LLC | 0.42% | Add +3286.7% | 258,132 | $13.1M |
| Buck Wealth Strategies, LLC | 1.60% | Reduce -9.6% | 256,712 | $13.0M |
| REDW Wealth LLC | 5.13% | Reduce -5.0% | 254,253 | $12.9M |
| Aspen Wealth Management LLC | 2.57% | Add +16.8% | 254,224 | $12.9M |
| Crestmont Private Wealth LLC | 4.05% | Add +5.4% | 253,615 | $12.8M |
| Massachusetts Wealth Management | 5.53% | Add +16.7% | 252,285 | $12.8M |
| Rahlfs Capital, LLC | 9.37% | Add +16.1% | 251,930 | $12.8M |
| Wellington Grp LLC | 3.92% | Add +9.6% | 251,614 | $12.7M |
| Independent Wealth Network Inc. | 3.76% | Add +26.0% | 249,917 | $12.6M |
| D.A. Davidson & Co. | 0.08% | Reduce -34.5% | 247,391 | $12.5M |
| Great Valley Advisor Group, Inc. | 0.23% | Add +4.9% | 247,091 | $12.5M |
| Paragon Advisors, LLC | 3.37% | Add +1328.5% | 246,546 | $12.5M |
| Diversify Wealth Management, LLC | 0.22% | Add +51.6% | 243,018 | $12.3M |
| FRG Family Wealth Advisors LLC | 2.01% | Add +52.8% | 242,641 | $12.3M |
| Magnolia Capital Advisors LLC | 2.40% | New | 241,386 | $12.2M |
| Gateway Wealth Partners, LLC | 0.47% | Add +186.7% | 239,812 | $12.1M |
| Retirement Guys Formula LLC | 5.58% | Add +34.4% | 239,599 | $12.1M |
| Bfsg, LLC | 1.15% | Add +2.6% | 238,673 | $12.1M |
| J.W. Cole Advisors, Inc. | 0.40% | Reduce -6.4% | 236,196 | $12.0M |
| Montag A & Associates Inc. | 0.55% | Reduce -14.9% | 235,144 | $11.9M |
| Choice Wealth Advisors LLC | 4.67% | Add +3.6% | 234,932 | $11.9M |
| Wealth Advisors of Tampa Bay, LLC | 3.90% | Add +18.0% | 232,936 | $11.8M |
| GAMCO Investors | 0.12% | Add +20.3% | 232,833 | $11.8M |
| Taylor Securities Services, Inc. | 5.49% | Reduce -12.0% | 232,500 | $11.8M |
| Kendall Capital Management | 2.39% | Add +5.3% | 230,873 | $11.7M |
| Stewardship Advisors, LLC | 2.67% | Add +36.2% | 229,684 | $11.6M |
| Krilogy Financial LLC | 0.37% | Reduce -15.9% | 230,004 | $11.6M |
| Mutual Advisors, LLC | 0.25% | Reduce -10.4% | 229,316 | $11.6M |
| HBW Advisory Services LLC | 1.22% | Add +5.1% | 228,084 | $11.5M |
| Encompass Wealth Advisors, LLC | 4.01% | Add +1.2% | 227,860 | $11.5M |
| Northeast Planning Associates, Inc. / NH / | 7.73% | Add +4.3% | 227,539 | $11.5M |
| NorthCoast Asset Management LLC | 0.27% | Reduce -83.2% | 227,000 | $11.5M |
| Merit Financial Group, LLC | 0.08% | Add +5.4% | 224,513 | $11.4M |
| Houlihan Financial Resource Group, Ltd. | 4.41% | Add +3.6% | 223,357 | $11.3M |
| Retirement Capital Strategies | 4.26% | New | 222,751 | $11.3M |
| Susquehanna International Group, LLP | 0.01% | New | 222,578 | $11.3M |
| Ironwood Investment Counsel, LLC | 1.62% | Add +61.5% | 222,282 | $11.2M |
| Prosperity Consulting Group, LLC | 0.50% | Reduce -13.7% | 220,751 | $11.2M |
| Howard Financial Services, LTD. | 1.26% | Add +26.3% | 220,612 | $11.2M |
| Spectrum Planning & Advisory Services Inc. | 5.50% | Reduce -13.1% | 219,764 | $11.1M |
| Financial Security Advisor, Inc. | 2.02% | Reduce -3.8% | 217,084 | $11.0M |
| Perennial Advisors, LLC | 1.89% | Add +8.1% | 217,043 | $11.0M |
| Invst, LLC | 1.24% | Add +16.4% | 216,586 | $11.0M |
| American Financial Advisors, LLC | 1.44% | Add +12.8% | 213,543 | $10.8M |
| Heritage Oak Wealth Advisors LLC | 3.39% | Reduce -40.9% | 210,568 | $10.7M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -14.7% | 210,354 | $10.6M |
| Frisch Financial Group, Inc. | 2.19% | Reduce -37.6% | 206,827 | $10.5M |
| Daymark Wealth Partners, LLC | 0.33% | Add +9.5% | 206,566 | $10.5M |
| FSM Wealth Advisors, LLC | 1.33% | Add +10.4% | 204,327 | $10.3M |
| Sandbox Financial Partners, LLC | 2.87% | Add +7.7% | 201,987 | $10.2M |
| Cresset Asset Management, LLC | 0.04% | Reduce -12.2% | 201,773 | $10.2M |
| Cornerstone Advisory, LLC | 0.97% | Add +4.5% | 201,340 | $10.2M |
| Mach-1 Financial Group, LLC | 3.58% | Add +1.8% | 201,174 | $10.2M |
| Meridian Financial Advisors, LLC | 5.54% | Reduce -1.9% | 200,245 | $10.1M |
| Prosperitas Financial LLC | 3.73% | Add +433.7% | 197,726 | $10.0M |
| Tradition Wealth Management, LLC | 0.71% | Add +2.4% | 197,454 | $10.0M |
| J. Mark Nickell & Co. | 8.99% | Add +9.4% | 196,636 | $10.0M |
| Scott Capital Advisors, LLC | 2.00% | Reduce -21.2% | 195,754 | $9.9M |
| Goldstone Financial Group, LLC | 1.06% | Reduce -11.7% | 193,368 | $9.8M |
| Perigon Wealth Management, LLC | 0.18% | Add +8.8% | 191,079 | $9.7M |
| Investment Advisory Services Group LLC | 8.38% | Add +2.0% | 190,301 | $9.6M |
| Elmwood Wealth Management, Inc. | 2.64% | Add +30.9% | 188,311 | $9.5M |
| Syverson Strege & Co | 2.26% | Add +6.0% | 185,965 | $9.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +148.6% | 184,097 | $9.3M |
| Ameritas Advisory Services, LLC | 0.36% | Add +1.4% | 183,920 | $9.3M |
| Financial Enhancement Group LLC | 1.14% | Add +4.8% | 181,797 | $9.2M |
| Choreo, LLC | 0.11% | Add +0.1% | 179,828 | $9.1M |
| Symphony Financial, Ltd. Co. | 1.20% | Add +17.2% | 179,802 | $9.1M |
| Flavin Financial Services, Inc. | 6.08% | Add +0.2% | 178,486 | $9.0M |
| Apella Capital, LLC | 0.13% | Add +226.9% | 178,320 | $9.0M |
| Hudock, Inc. | 1.32% | Reduce -26.9% | 176,744 | $8.9M |
| Rockingstone Advisors LLC | 4.10% | Add +3.2% | 176,552 | $8.9M |
| Hardworking Capital Advisors, LLC | 8.32% | Reduce -5.2% | 175,740 | $8.9M |
| Guardian Wealth Advisors, LLC | 5.09% | Add +32.4% | 174,962 | $8.9M |
| Jaffetilchin Investment Partners, LLC | 0.52% | Add +14.8% | 174,308 | $8.8M |
| Anchor Investment Management, LLC | 0.73% | Add +1.5% | 174,071 | $8.8M |
| Atria Investments, Inc | 0.10% | Add +27.0% | 173,857 | $8.8M |
| Tiemann Investment Advisors, LLC | 3.42% | Add +7.1% | 172,257 | $8.7M |
| Cottage Street Advisors LLC | 3.76% | Add +32.3% | 171,808 | $8.7M |
| O'Connor Financial Group LLC | 3.55% | Add +20.9% | 171,589 | $8.7M |
| Wills Financial Group LLC | 3.27% | Add +1.3% | 171,644 | $8.7M |
| DHJJ Financial Advisors, Ltd. | 2.86% | Add +6.2% | 170,470 | $8.6M |
| Alexis Investment Partners, LLC | 5.90% | Reduce -8.6% | 169,467 | $8.6M |
| Ascension Capital Advisors, Inc. | 2.69% | Reduce -1.4% | 168,970 | $8.6M |
| Avestar Capital, LLC | 0.58% | Add +18.4% | 168,353 | $8.5M |
| Independent Solutions Wealth Management, LLC | 1.25% | Add +133.4% | 167,656 | $8.5M |
| Harbour Investment Management LLC | 4.60% | Add +3.0% | 167,306 | $8.5M |
| Helium Advisors LLC | 8.04% | Reduce -2.5% | 166,111 | $8.4M |
| West Paces Advisors Inc. | 1.60% | Reduce -2.1% | 163,353 | $8.3M |
| Johnson Financial Group, Inc. | 0.30% | Add +7.0% | 163,260 | $8.3M |
| Stratos Wealth Advisors, LLC | 0.50% | Reduce -4.4% | 159,152 | $8.1M |
| Scarborough Advisors, LLC | 0.88% | Add +20.0% | 158,477 | $8.0M |
| Rothschild Wealth LLC | 0.72% | Add +303.4% | 157,732 | $8.0M |
| Enclave Advisors LLC | 1.14% | Reduce -14.8% | 157,708 | $8.0M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -5.4% | 157,264 | $8.0M |
| Oarsman Capital, Inc. | 0.99% | Add +17.7% | 157,238 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +9.1% | 156,828 | $7.9M |
| Chatham Capital Group, Inc. | 1.15% | Add +0.7% | 156,719 | $7.9M |
| AQR Capital Management | 0.00% | Add +74.9% | 155,580 | $7.9M |
| 5th Street Advisors, LLC | 3.39% | Add +4.3% | 154,325 | $7.8M |
| Sovran Advisors, LLC | 0.61% | Add +1.3% | 154,212 | $7.8M |
| Blom & Howell Financial Planning, Inc. | 7.65% | Add +31.7% | 153,912 | $7.8M |
| Tradewinds Capital Management, LLC | 1.54% | Add +1.7% | 153,572 | $7.8M |
| Ascentis Wealth Management, LLC | 1.64% | Add +37.2% | 153,012 | $7.7M |
| Financial Connections Group, Inc. | 2.68% | Reduce -7.3% | 152,150 | $7.7M |
| Plotkin Financial Advisors, LLC | 3.86% | Add +17.1% | 151,766 | $7.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.6% | 151,261 | $7.7M |
| Archford Capital Strategies, LLC | 0.87% | Add +7.6% | 150,277 | $7.6M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -5.4% | 150,091 | $7.6M |
| Financially Speaking Inc | 36.63% | Add +13.0% | 149,073 | $7.5M |
| Beacon Financial Advisory LLC | 1.69% | Add +19.2% | 147,998 | $7.5M |
| WT Wealth Management | 2.22% | Add +4.1% | 147,526 | $7.5M |
| Cardinal Strategic Wealth Guidance | 1.97% | Add +7.4% | 147,437 | $7.5M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -0.6% | 147,348 | $7.5M |
| Ackerman Asset Management, LLC | 5.14% | Add +0.0% | 145,564 | $7.4M |
| Advisory Alpha, LLC | 0.20% | Reduce -10.6% | 143,988 | $7.3M |
| Three Seasons Wealth, LLC | 2.77% | New | 143,518 | $7.3M |
| Silverlake Wealth Management LLC | 1.52% | Add +28.9% | 141,959 | $7.2M |
| Sharper & Granite LLC | 2.44% | Add +10.6% | 141,264 | $7.1M |
| Hilltop Holdings Inc. | 0.65% | Reduce -14.1% | 141,079 | $7.1M |
| Daybright Advisory Services, Inc. | 1.96% | Reduce -23.5% | 139,978 | $7.1M |
| CRA Financial Services, LLC | 0.92% | Add +9.1% | 139,601 | $7.1M |
| Lodestone Wealth Management LLC | 2.79% | Add +1.3% | 138,998 | $7.0M |
| Atlas Legacy Advisors, LLC | 1.27% | Add +13.5% | 137,888 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -33.4% | 136,405 | $6.9M |
| Forza Wealth Management, LLC | 2.39% | Reduce -4.9% | 135,693 | $6.9M |
| Eagle Strategies LLC | 0.80% | Add +3.6% | 132,869 | $6.7M |
| Catalina Capital Group, LLC | 4.09% | Reduce -9.4% | 131,890 | $6.7M |
| Creative Financial Designs Inc. | 0.40% | Reduce -6.9% | 130,579 | $6.6M |
| RVW Wealth, LLC | 0.51% | New | 129,372 | $6.5M |
| One Capital Management, LLC | 0.18% | Add +3.9% | 128,942 | $6.5M |
| Security National Bank | 0.95% | Add +8.2% | 128,315 | $6.5M |
| 5T Wealth, LLC | 2.55% | Add +5.8% | 127,710 | $6.5M |
| Citigroup Inc. | 0.00% | Reduce -15.5% | 127,127 | $6.4M |
| Woodside Wealth Management LLC | 5.02% | Add +47.5% | 126,955 | $6.4M |
| Firestone Capital Management | 1.33% | Add +134.6% | 126,077 | $6.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.9% | 125,627 | $6.4M |
| Brooks, Moore & Associates, Inc. | 3.19% | Add +59.7% | 125,577 | $6.4M |
| Barnes Wealth Management Group, Inc | 3.21% | Add +63.0% | 125,025 | $6.3M |
| Winthrop Advisory Group LLC | 0.51% | Reduce -18.1% | 124,192 | $6.3M |
| Cathy Pareto & Associates, Inc. | 4.17% | Add +4.1% | 122,715 | $6.2M |
| Triumph Capital Management | 1.28% | Reduce -16.9% | 122,409 | $6.2M |
| Blue Water Asset Management | 2.14% | Reduce -13.9% | 122,289 | $6.2M |
| LeClair Wealth Partners LLC | 2.14% | New | 122,289 | $6.2M |
| Interchange Capital Partners, LLC | 1.92% | Reduce -27.1% | 119,932 | $6.1M |
| Cynosure Group, LLC | 0.75% | Reduce -7.5% | 119,235 | $6.0M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Reduce -36.7% | 119,287 | $6.0M |
| Avidian Wealth Enterprises, LLC | 0.19% | Add +244.9% | 119,055 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +22.2% | 118,809 | $6.0M |
| Sun Financial Inc | 3.01% | Add +41.4% | 118,940 | $6.0M |
| Integrity Alliance, Llc. | 0.23% | Reduce -39.9% | 118,642 | $6.0M |
| Sherman Wealth Management LLC | 5.10% | Add +16.9% | 117,357 | $5.9M |
| DAVENPORT & Co LLC | 0.03% | Add +36.7% | 117,087 | $5.9M |
| Webster Bank, N. A. | 0.56% | Add +9.0% | 117,025 | $5.9M |
| BOS Asset Management, LLC | 1.51% | Add +2.2% | 116,690 | $5.9M |
| Integrity Wealth Advisors, Inc. | 3.54% | Add +63.1% | 116,512 | $5.9M |
| Chicago Partners Investment Group LLC | 0.13% | Add +1.5% | 115,862 | $5.9M |
| NFSG Corp | 0.96% | Add +45.5% | 115,523 | $5.8M |
| Integral Investment Advisors, Inc. | 1.45% | Add +12.3% | 115,160 | $5.8M |
| Paladin Advisory Group, LLC | 4.41% | Add +1.7% | 114,503 | $5.8M |
| HUB Investment Partners, LLC | 0.14% | Add +16.3% | 113,742 | $5.8M |
| Money Concepts Capital Corp. | 0.32% | Add +178.9% | 112,724 | $5.7M |
| Meridian Financial Partners LLC | 2.15% | Reduce -5.9% | 111,957 | $5.7M |
| Parkside Investments, LLC | 0.68% | Reduce -57.5% | 110,714 | $5.6M |
| Strategic Wealth Advisors LLC | 4.49% | Add +23.1% | 110,645 | $5.6M |
| Formidable Asset Management, LLC | 0.87% | Reduce -6.7% | 110,619 | $5.6M |
| Midwestern Financial, LLC | 4.36% | Add +33.4% | 109,507 | $5.5M |
| First Manhattan Co. Llc. | 0.02% | New | 109,284 | $5.5M |
| First Citizens Financial Corp | 2.59% | Add +137.5% | 108,551 | $5.5M |
| Paragon Private Wealth Management, LLC | 1.71% | Add +5.6% | 107,959 | $5.5M |
| Advocacy Wealth Management, LLC | 0.24% | Add +5.8% | 107,709 | $5.5M |
| Cauble & Harre Wealth Management, Inc. | 4.30% | Reduce -0.3% | 107,011 | $5.4M |
| Western Wealth Management, LLC | 0.21% | Add +55.9% | 106,744 | $5.4M |
| Trademark Financial Management, LLC | 2.63% | Add +14.8% | 106,230 | $5.4M |
| Aspire Capital Advisors LLC | 1.20% | Reduce -13.1% | 105,229 | $5.3M |
| Intesa Sanpaolo Wealth Management | 1.30% | Reduce -27.2% | 105,210 | $5.3M |
| Greenbush Financial Group, LLC | 1.75% | Add +13.1% | 104,678 | $5.3M |
| Gradient Capital Advisors, LLC | 1.37% | Reduce -6.3% | 104,256 | $5.3M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -22.6% | 103,791 | $5.3M |
| Cravens & Co Advisors, LLC | 3.41% | Reduce -0.8% | 103,605 | $5.2M |
| WNY Asset Management, LLC | 0.54% | — | 102,401 | $5.2M |
| Brookstone Capital Management | 0.06% | Add +40.8% | 101,855 | $5.2M |
| WMS Group LLC | 7.45% | No change | 101,231 | $5.1M |
| Entelevest, LLC | 5.22% | Reduce -1.6% | 100,275 | $5.1M |
| Summit Financial, LLC | 0.06% | Add +117.6% | 99,830 | $5.1M |
| Colonial Trust Advisors | 0.39% | Reduce -0.4% | 99,795 | $5.1M |
| Elevation Capital Advisory, LLC | 2.14% | Reduce -50.4% | 99,225 | $5.0M |
| CVS HEALTH Corp | 2.35% | No change | 98,500 | $5.0M |
| Guardian Wealth Advisors, LLC / NC | 0.31% | Add +7.3% | 97,857 | $5.0M |
| Kingsview Wealth Management, LLC | 0.07% | Add +5.1% | 97,735 | $4.9M |
| Clarity Asset Management, Inc. | 2.50% | Add +7084.3% | 97,491 | $4.9M |
| Perissos Private Wealth Management, LLC | 4.28% | Reduce -3.5% | 97,337 | $4.9M |
| Mountain Capital Investment Advisors Inc. | 0.72% | Add +8.6% | 96,555 | $4.9M |
| Walkner Condon Financial Advisors LLC | 0.64% | Add +15.8% | 95,814 | $4.8M |
| Main Street Financial Solutions, LLC | 0.35% | Reduce -23.5% | 95,325 | $4.8M |
| Worth Asset Management, LLC | 1.79% | Reduce -16.2% | 94,767 | $4.8M |
| Endowment Wealth Management, Inc. | 2.11% | Add +20.5% | 94,460 | $4.8M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -16.7% | 99,289 | $4.8M |
| MBA Advisors LLC | 1.83% | Add +14.1% | 94,056 | $4.8M |
| Newport Capital Group, LLC | 2.89% | Reduce -5.5% | 93,779 | $4.7M |
| North Forty Two & Co. | 4.35% | Reduce -7.4% | 92,979 | $4.7M |
| Norden Group LLC | 0.45% | Add +4.5% | 92,067 | $4.7M |
| SlateStone Wealth, LLC | 0.38% | No change | 91,320 | $4.6M |
| Vawter Financial, Ltd. | 1.94% | Add +11.3% | 91,108 | $4.6M |
| Philip James Wealth Mangement, LLC | 0.56% | Reduce -50.2% | 90,974 | $4.6M |
| CENTRAL TRUST Co | 0.09% | Reduce -6.4% | 89,942 | $4.6M |
| Legacy Private Trust Co. | 0.28% | Reduce -8.0% | 89,643 | $4.5M |
| Windsor Capital Management, LLC | 1.35% | Add +0.2% | 89,309 | $4.5M |
| Galvin, Gaustad & Stein, LLC | 0.37% | Reduce -8.1% | 89,297 | $4.5M |
| BayBridge Capital Group, LLC | 2.79% | No change | 89,045 | $4.5M |
| Howard Wealth Management, LLC | 1.89% | Reduce -0.3% | 88,858 | $4.5M |
| Oxbow Advisors, LLC | 0.39% | Add +14.9% | 88,520 | $4.5M |
| Capital Management Corp. | 0.76% | Add +16.6% | 88,178 | $4.5M |
| Principal Securities, Inc. | 0.06% | Add +6.5% | 87,475 | $4.4M |
| Promethium Advisors,llc | 2.29% | Add +7.7% | 87,224 | $4.4M |
| Chesley Taft & Associates LLC | 0.18% | Add +4.8% | 87,200 | $4.4M |
| Gallacher Capital Management LLC | 1.69% | Add +2.6% | 87,071 | $4.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.73% | Add +95.7% | 86,082 | $4.4M |
| Apeiron RIA LLC | 1.01% | Add +0.0% | 85,752 | $4.3M |
| Illumine Investment Management, LLC | 3.32% | Reduce -1.5% | 85,449 | $4.3M |
| Dean, Jacobson Financial Services, LLC | 2.65% | Add +39.3% | 85,091 | $4.3M |
| Wealth Enhancement Trust Services, Inc. | 0.52% | Reduce -16.0% | 85,034 | $4.3M |
| Strategic Family Wealth Counselors, L.L.C. | 1.13% | Add +2.8% | 84,730 | $4.3M |
| Midland Wealth Advisors, LLC | 0.22% | Reduce -10.0% | 84,586 | $4.3M |
| Smithbridge Asset Management Inc. | 0.63% | Reduce -47.1% | 84,347 | $4.3M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 2.23% | Add +6.0% | 84,047 | $4.3M |
| Fonville Wealth Management LLC | 0.81% | Add +118.5% | 83,979 | $4.3M |
| Hayek Kallen Investment Management | 1.38% | New | 83,924 | $4.2M |
| Garden State Investment Advisory Services LLC | 1.01% | Add +65.4% | 83,071 | $4.2M |
| Gladstone Institutional Advisory LLC | 0.16% | Add +155.7% | 82,938 | $4.2M |
| International Assets Investment Management, LLC | 0.29% | Reduce -8.2% | 82,943 | $4.2M |
| Certified Advisory Corp | 0.37% | Add +11.9% | 82,442 | $4.2M |
| MJT & Associates Financial Advisory Group, Inc. | 3.05% | Reduce -9.3% | 82,155 | $4.2M |
| Invariant Investment Management | 2.53% | Reduce -17.4% | 81,227 | $4.1M |
| Arrowroot Family Office, LLC | 1.35% | Reduce -11.8% | 80,669 | $4.1M |
| Nottingham Advisors, Inc. | 0.52% | Add +70.1% | 79,920 | $4.0M |
| First National Trust Co | 0.14% | Reduce -6.0% | 79,813 | $4.0M |
| Salem Investment Counselors Inc. | 0.12% | Add +1.9% | 79,190 | $4.0M |
| Optima Capital LLC | 1.86% | Add +15.3% | 79,126 | $4.0M |
| Directional Asset Management | 3.66% | Add +8.7% | 79,090 | $4.0M |
| Continuum Advisory, LLC | 0.38% | Add +143.4% | 79,031 | $4.0M |
| Founders Financial Alliance, LLC | 0.72% | Reduce -34.9% | 78,680 | $4.0M |
| Vienna Asset Management LLC | 3.13% | Reduce -13.6% | 78,391 | $4.0M |
| Focus Financial Network, Inc. | 0.14% | Add +12.6% | 78,385 | $4.0M |
| Brooklyn FI, LLC | 0.83% | Reduce -5.8% | 78,225 | $4.0M |
| Clear Creek Financial Management, LLC | 0.30% | Add +14.1% | 78,175 | $4.0M |
| JGP Wealth Management, LLC | 0.41% | Reduce -12.9% | 77,504 | $3.9M |
| Hixon Zuercher, LLC | 1.22% | Add +0.4% | 77,411 | $3.9M |
| Adell Harriman & Carpenter Inc. | 0.24% | Reduce -1.2% | 77,140 | $3.9M |
| Patten Group, Inc. | 0.68% | Reduce -6.6% | 76,790 | $3.9M |
| Novare Capital Management LLC | 0.31% | Reduce -18.2% | 76,531 | $3.9M |
| Keystone Financial Services, LLC | 2.60% | Add +2.5% | 76,316 | $3.9M |
| Legacy Financial Advisors, Inc. | 0.53% | Add +1.3% | 75,020 | $3.8M |
| United Advisor Group, LLC | 0.47% | Reduce -22.6% | 74,730 | $3.8M |
| Herold Advisors, Inc. | 0.83% | Reduce -10.3% | 74,506 | $3.8M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -0.1% | 74,447 | $3.8M |
| Autumn Glory Partners, LLC | 1.38% | Add +206.6% | 74,274 | $3.8M |
| Southeast Asset Advisors, LLC | 0.41% | Reduce -30.8% | 74,161 | $3.8M |
| GatePass Capital, LLC | 1.84% | Add +8.4% | 73,524 | $3.7M |
| National Philanthropic Trust | 0.04% | New | 72,101 | $3.6M |
| Ashton Thomas Securities, LLC | 0.45% | Add +157.7% | 71,426 | $3.6M |
| Saxony Capital Management, LLC | 2.10% | Reduce -27.4% | 71,413 | $3.6M |
| Madrid Wealth Management, LLC | 2.72% | Add +6.7% | 71,331 | $3.6M |
| OakTrust Wealth Advisors, LLC | 3.29% | Reduce -34.4% | 71,313 | $3.6M |
| Elevatus Welath Management | 1.89% | Reduce -10.4% | 71,167 | $3.6M |
| Cornerstone Wealth Management, LLC | 0.18% | Reduce -6.0% | 70,987 | $3.6M |
| Lee, Kelleher & Klein Wealth Management | 2.14% | Reduce -1.6% | 70,913 | $3.6M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -11.0% | 70,346 | $3.6M |
| MidFirst Bank | 0.29% | Reduce -5.3% | 69,897 | $3.5M |
| Mayfair Advisory Group, LLC | 1.23% | Add +6.9% | 69,350 | $3.5M |
| Voya Investment Management LLC | 0.00% | New | 68,512 | $3.5M |
| Westside Investment Management, Inc. | 0.53% | Reduce -5.6% | 68,129 | $3.4M |
| Greenwich Wealth Management LLC | 0.14% | Add +0.7% | 67,212 | $3.4M |
| Nwam LLC | 0.19% | Add +4.5% | 66,514 | $3.4M |
| Wealthedge Investment Advisors, LLC | 1.24% | Add +40.7% | 66,442 | $3.4M |
| Floyd Financial Group LLC | 2.24% | Add +2.5% | 66,527 | $3.4M |
| Ascentis Independent Advisors | 0.25% | Add +129.5% | 66,060 | $3.3M |
| Novem Group | 0.38% | Reduce -15.3% | 65,892 | $3.3M |
| Compass Financial Group, Inc. | 1.50% | Reduce -1.5% | 65,738 | $3.3M |
| Ballentine Capital Advisors, Inc | 1.38% | Add +14.2% | 65,686 | $3.3M |
| Freedom Financial Partners LLC | 1.17% | Add +39.5% | 64,785 | $3.3M |
| Mullaney, Keating & Wright, Inc. | 1.78% | Add +8.2% | 64,658 | $3.3M |
| Sargent Investment Group, LLC | 0.43% | Reduce -0.1% | 64,376 | $3.3M |
| Wealthfront Advisers LLC | 0.01% | Add +23.7% | 64,204 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Add +100.6% | 63,971 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +21.4% | 63,745 | $3.2M |
| TFO Wealth Partners, LLC | 0.44% | Add +21.0% | 63,544 | $3.2M |
| Richard P Slaughter Associates Inc | 0.69% | Add +20.7% | 63,389 | $3.2M |
| Sigma Planning Corp | 0.09% | Reduce -2.1% | 63,240 | $3.2M |
| Regatta Capital Group, LLC | 0.48% | Add +5.2% | 63,160 | $3.2M |
| Belpointe Asset Management LLC | 0.12% | Add +13.7% | 62,776 | $3.2M |
| Arkadios Wealth Advisors | 0.05% | Add +31.9% | 62,367 | $3.2M |
| Crewe Advisors LLC | 0.27% | Reduce -8.7% | 62,249 | $3.2M |
| USAdvisors Wealth Management, LLC | 1.04% | Add +3.0% | 62,194 | $3.1M |
| Valley Wealth Managers, Inc. | 0.20% | Reduce -60.4% | 62,024 | $3.1M |
| CreativeOne Wealth, LLC | 0.07% | Add +6.0% | 61,875 | $3.1M |
| World Investment Advisors | 0.05% | Add +51.8% | 61,785 | $3.1M |
| Rise Advisors, LLC | 1.10% | Add +0.4% | 61,807 | $3.1M |
| Procyon Advisors, LLC | 0.15% | Add +3.3% | 61,552 | $3.1M |
| FAS Wealth Partners, Inc. | 0.19% | Reduce -5.8% | 61,538 | $3.1M |
| Northstar Financial Companies, Inc. | 2.45% | Add +76.8% | 60,844 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -4.2% | 60,762 | $3.1M |
| Bank of New Hampshire | 0.69% | Reduce -50.3% | 59,736 | $3.0M |
| Old Port Advisors | 0.70% | Add +3.9% | 59,673 | $3.0M |
| Moneco Advisors, LLC | 0.23% | Add +2.6% | 59,527 | $3.0M |
| Fermata Advisors, LLC | 0.68% | Add +51.5% | 59,277 | $3.0M |
| Eagle Harbor Asset Management Inc. | 2.56% | Reduce -6.8% | 59,185 | $3.0M |
| Eagle Bluffs Wealth Management LLC | 1.15% | Add +3.5% | 58,424 | $3.0M |
| Canvas Wealth Advisors, LLC | 0.50% | Reduce -11.1% | 57,912 | $2.9M |
| Wedbush Securities Inc. | 0.09% | Reduce -10.8% | 57,581 | $2.9M |
| Foundations Investment Advisors, LLC | 0.04% | Add +108.1% | 57,427 | $2.9M |
| Asset Allocation Strategies LLC | 0.51% | Add +388.0% | 57,280 | $2.9M |
| HRT Financial LP | 0.01% | New | 56,678 | $2.9M |
| John W. Brooker & Co., CPAs | 4.51% | Reduce -20.0% | 56,570 | $2.9M |
| Creative Planning | 0.00% | Add +25.1% | 56,536 | $2.9M |
| Sheets Smith Wealth Management | 0.32% | Add +5.8% | 56,384 | $2.9M |
| Jeter Robert S II | 2.84% | — | 56,399 | $2.8M |
| Vise Technologies, Inc. | 0.06% | No change | 56,253 | $2.8M |
| Verus Capital Partners, LLC | 0.19% | Add +19.7% | 55,877 | $2.8M |
| 49 Wealth Management, LLC | 0.21% | New | 54,465 | $2.8M |
| Essex LLC | 0.48% | Add +0.8% | 54,210 | $2.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -8.5% | 54,168 | $2.7M |
| Holderness Investments Co. | 0.55% | Add +3.6% | 53,976 | $2.7M |
| BancFirst Trust & Investment Management | 1.21% | Reduce -0.6% | 53,866 | $2.7M |
| Modern Wealth Management, LLC | 0.05% | Reduce -27.9% | 53,418 | $2.7M |
| Adamsbrown Wealth Consultants LLC | 0.71% | Add +2.7% | 53,101 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.56% | Reduce -0.0% | 53,009 | $2.7M |
| Cambridge Advisors Inc. | 0.52% | Reduce -1.5% | 52,697 | $2.7M |
| Flagship Capital Management Inc. | 1.95% | Reduce -13.9% | 52,542 | $2.7M |
| Ergawealth Advisors, Inc. | 1.18% | Add +19.1% | 52,516 | $2.7M |
| Obsidian Cio, LLC | 2.38% | Reduce -13.6% | 52,451 | $2.7M |
| SP Asset Management LLC | 0.23% | Reduce -13.5% | 52,405 | $2.7M |
| Wealthgarden F.S. LLC | 1.81% | Reduce -6.1% | 52,326 | $2.6M |
| Valley National Advisers Inc. | 0.34% | Reduce -0.8% | 52,014 | $2.6M |
| Bolthouse Investments, LLC | 2.38% | Reduce -7.5% | 51,998 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.44% | Add +2.0% | 51,959 | $2.6M |
| Grey Ledge Advisors, LLC | 0.59% | Reduce -18.5% | 51,756 | $2.6M |
| Strategic Wealth Partners, Ltd. | 0.18% | Add +5.8% | 51,681 | $2.6M |
| Curry Webb Wealth Management LLC | 1.21% | Reduce -10.5% | 50,613 | $2.6M |
| Perennial Investment Advisors, LLC | 0.20% | Add +12.7% | 49,967 | $2.5M |
| 9823 Capital, L.P. | 1.91% | Add +19.9% | 49,962 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -20.1% | 49,364 | $2.5M |
| Transcendent Capital Group LLC | 1.13% | Reduce -8.1% | 49,109 | $2.5M |
| Sage Rhino Capital LLC | 0.47% | Reduce -10.4% | 49,108 | $2.5M |
| Edgestream Partners, L.P. | 0.08% | Reduce -50.6% | 48,982 | $2.5M |
| Dunhill Financial, LLC | 0.58% | New | 48,837 | $2.5M |
| Auxano Advisors, LLC | 0.49% | Add +38.8% | 48,535 | $2.5M |
| Patten & Patten Inc. | 0.15% | Reduce -0.2% | 48,476 | $2.5M |
| Delos Wealth Advisors, LLC | 1.39% | Add +1.9% | 48,042 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -10.7% | 47,978 | $2.4M |
| MSH Capital Advisors LLC | 0.51% | Add +20.3% | 47,928 | $2.4M |
| Klingman & Associates, LLC | 0.12% | No change | 47,808 | $2.4M |
| Nvwm, LLC | 0.54% | Reduce -1.7% | 47,798 | $2.4M |
| Fortitude Family Office, LLC | 0.54% | Add +36.5% | 47,793 | $2.4M |
| Colonial Trust Co / SC | 0.33% | Reduce -4.2% | 47,666 | $2.4M |
| Sage Financial Group Inc. | 0.16% | Add +15.0% | 47,511 | $2.4M |
| Sunburst Financial Group, LLC | 0.46% | Add +0.0% | 47,438 | $2.4M |
| Crumly & Associates Inc. | 0.50% | Reduce -32.5% | 46,950 | $2.4M |
| Capstone Wealth Management, Inc. | 2.01% | Add +61.4% | 46,986 | $2.4M |
| Castleview Partners, LLC | 1.21% | Reduce -43.5% | 46,486 | $2.4M |
| Sterling Investment Advisors, Ltd. | 0.42% | Add +306.1% | 46,097 | $2.3M |
| Mosley Wealth Management | 1.05% | Reduce -0.1% | 45,849 | $2.3M |
| SouthState Bank Corp | 0.11% | Add +11.6% | 45,569 | $2.3M |
| Cedarwood Wealth LLC | 2.33% | Add +574.1% | 45,546 | $2.3M |
| Leo Wealth, LLC | 0.17% | Reduce -7.2% | 45,423 | $2.3M |
| Alpha Zero LLC | 1.16% | New | 45,383 | $2.3M |
| West Michigan Advisors, LLC | 0.50% | Reduce -19.3% | 45,023 | $2.3M |
| StoneCrest Wealth Management, Inc. | 0.95% | Reduce -3.6% | 44,461 | $2.3M |
| Thompson Davis & Co., Inc. | 1.50% | Add +3.4% | 44,451 | $2.2M |
| Strategent Financial, LLC | 1.53% | Reduce -88.2% | 44,407 | $2.2M |
| Hartford Financial Management Inc. | 0.57% | Reduce -3.9% | 44,389 | $2.2M |
| Gentry Private Wealth, LLC | 1.35% | Reduce -0.2% | 44,299 | $2.2M |
| Boston Family Office LLC | 0.15% | Reduce -15.3% | 43,945 | $2.2M |
| Confluence Wealth Services, Inc. | 0.09% | Add +24.8% | 43,833 | $2.2M |
| First Foundation Advisors | 0.09% | Reduce -1.9% | 43,817 | $2.2M |
| Golden State Wealth Management, LLC | 0.24% | Reduce -20.1% | 43,581 | $2.2M |
| Kovack Advisors, Inc. | 0.12% | Add +0.4% | 43,507 | $2.2M |
| Advisors Capital Management, LLC | 0.03% | New | 42,869 | $2.2M |
| Acorn Wealth Advisors, LLC | 0.63% | Reduce -12.0% | 42,710 | $2.2M |
| Texas Yale Capital Corp. | 0.06% | Reduce -3.4% | 42,701 | $2.2M |
| Insight 2811, Inc. | 0.93% | Reduce -3.9% | 42,320 | $2.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +125.5% | 42,092 | $2.1M |
| Potentia Wealth | 0.82% | Add +32.4% | 42,057 | $2.1M |
| Counterweight Ventures, LLC | 1.19% | New | 41,822 | $2.1M |
| Revisor Wealth Management LLC | 0.58% | Reduce -1.1% | 41,754 | $2.1M |
| Essex Bank | 0.47% | Add +3.2% | 41,754 | $2.1M |
| Nikulski Financial, Inc. | 0.52% | Reduce -29.0% | 41,325 | $2.1M |
| Cahill Financial Advisors Inc. | 0.23% | Add +51.9% | 41,223 | $2.1M |
| NBT Bank, N.A. | 0.14% | Add +5.9% | 41,105 | $2.1M |
| Everstar Asset Management, LLC | 1.10% | Reduce -7.6% | 41,019 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Add +12.8% | 40,685 | $2.1M |
| Pinnacle Associates Ltd. | 0.03% | Add +17.4% | 40,666 | $2.1M |
| Skyline Advisors, Inc. | 0.72% | Reduce -63.4% | 40,545 | $2.1M |
| Martin Investment Management, LLC | 0.61% | Reduce -58.8% | 40,418 | $2.0M |
| CFO4Life Group, LLC | 0.31% | Add +2.3% | 40,362 | $2.0M |
| Lake Street Private Wealth, LLC | 0.26% | Add +7.8% | 40,113 | $2.0M |
| Red Mountain Financial, LLC | 1.91% | Add +0.9% | 40,031 | $2.0M |
| Gilpin Wealth Management, LLC | 1.60% | Reduce -2.3% | 39,939 | $2.0M |
| Authentikos Wealth Advisory, LLC | 1.36% | Reduce -3.4% | 39,821 | $2.0M |
| Lavelle Capital LP | 1.24% | Reduce -37.4% | 39,595 | $2.0M |
| Fortis Capital Advisors, LLC | 0.26% | Reduce -1.6% | 39,511 | $2.0M |
| WESPAC Advisors SoCal, LLC | 0.42% | No change | 39,450 | $2.0M |
| Benchmark Financial, LLC | 1.79% | Add +88.1% | 39,369 | $2.0M |
| Ellsworth Advisors, LLC | 0.37% | Reduce -58.5% | 39,197 | $2.0M |
| Fca Corp. | 0.56% | Add +11.8% | 38,984 | $2.0M |
| Cherry Tree Wealth Management, LLC | 0.41% | Add +9.1% | 38,041 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +33.2% | 37,952 | $1.9M |
| Blueprint Financial Advisors LLC | 0.28% | Reduce -31.1% | 37,934 | $1.9M |
| Blueprint Investment Partners LLC | 0.20% | Reduce -31.1% | 37,934 | $1.9M |
| ProVise Management Group, LLC | 0.14% | Reduce -23.1% | 37,880 | $1.9M |
| Trek Financial, LLC | 0.10% | Reduce -26.9% | 37,586 | $1.9M |
| Cozad Asset Management Inc. | 0.15% | Reduce -4.3% | 37,205 | $1.9M |
| Americana Partners, LLC | 0.05% | Add +20.0% | 36,862 | $1.9M |
| Fragasso Financial Advisors Inc | 0.11% | Add +36.6% | 36,977 | $1.9M |
| Keystone Financial Group | 0.13% | Add +14.6% | 36,211 | $1.8M |
| Private Trust Co. NA | 0.16% | Reduce -7.2% | 36,151 | $1.8M |
| Sovereign Financial Group, Inc. | 0.32% | Add +8.3% | 36,036 | $1.8M |
| TPG Financial Advisors, LLC | 0.59% | Reduce -25.9% | 35,927 | $1.8M |
| Arax Advisory Partners | 0.05% | Add +51.1% | 35,817 | $1.8M |
| Yarger Wealth Strategies, LLC | 0.73% | Add +40.1% | 35,761 | $1.8M |
| Badgley Phelps Wealth Managers, LLC | 0.04% | Reduce -1.4% | 35,752 | $1.8M |
| Shore Point Advisors, LLC | 0.71% | Reduce -1.7% | 35,691 | $1.8M |
| Financial Perspectives, Inc | 0.50% | Reduce -25.2% | 35,483 | $1.8M |
| National Bank of Canada | 0.00% | Add +95.0% | 35,334 | $1.8M |
| Carter Financial Group, INC. | 1.10% | Reduce -1.2% | 34,989 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +306.7% | 34,912 | $1.8M |
| Maple Capital Management, Inc. | 0.12% | Add +5.0% | 34,787 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Add +192.5% | 34,756 | $1.8M |
| OneAscent Wealth Management LLC | 0.58% | Reduce -14.5% | 34,718 | $1.8M |
| Vista Cima Wealth Management LLC | 1.73% | Reduce -12.9% | 34,678 | $1.8M |
| Aries Wealth Management | 0.39% | Add +5.2% | 34,615 | $1.8M |
| Crossmark Global Holdings, Inc. | 0.03% | No change | 34,584 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +108.2% | 33,992 | $1.7M |
| NewSquare Capital LLC | 0.15% | Add +16.5% | 33,535 | $1.7M |
| Alessandra Capital Management, LLC | 1.40% | Add +1.3% | 32,492 | $1.6M |
| Legacy Capital Group California, Inc. | 0.62% | Reduce -86.3% | 32,236 | $1.6M |
| Pasadena Private Wealth, LLC | 0.23% | Add +206.7% | 32,223 | $1.6M |
| PCG Asset Management, LLC | 1.30% | Add +4.4% | 32,185 | $1.6M |
| Entruity Wealth, LLC | 1.08% | Reduce -7.4% | 31,541 | $1.6M |
| Guidance Capital, Inc. | 0.36% | Add +0.2% | 31,620 | $1.6M |
| JM2 Capital Inc. | 1.31% | Add +1.0% | 31,218 | $1.6M |
| First Heartland Consultants, Inc. | 0.12% | Add +10.0% | 30,954 | $1.6M |
| Aspen Wealth Strategies, LLC | 0.83% | Add +11.2% | 30,592 | $1.5M |
| Ballentine Partners, LLC | 0.02% | New | 30,435 | $1.5M |
| Summit Place Financial Advisors, LLC | 0.74% | Reduce -12.7% | 30,266 | $1.5M |
| Nolet Wealth Management, LLC | 0.87% | Reduce -49.3% | 30,212 | $1.5M |
| Quantinno Capital Management LP | 0.00% | New | 30,069 | $1.5M |
| StoneX Group Inc. | 0.08% | Add +7.2% | 29,906 | $1.5M |
| Dorsey & Whitney Trust CO LLC | 0.08% | Reduce -11.6% | 29,887 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +28.9% | 29,842 | $1.5M |
| Petredis Investment Advisors LLC | 0.12% | Reduce -13.5% | 29,748 | $1.5M |
| Vista Investment Management | 0.50% | Reduce -13.3% | 29,682 | $1.5M |
| Faithward Advisors, LLC | 0.21% | Add +64.9% | 29,535 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Reduce -0.6% | 29,456 | $1.5M |
| Compound Planning, Inc. | 0.05% | Reduce -5.3% | 29,358 | $1.5M |
| Dudley Capital Management, LLC | 0.66% | Add +36.8% | 29,351 | $1.5M |
| National Wealth Management Group, LLC | 0.55% | Add +32.0% | 29,306 | $1.5M |
| Brady Family Wealth, LLC | 0.46% | Add +2.1% | 28,850 | $1.5M |
| Slow Capital, Inc. | 0.19% | Reduce -6.3% | 28,310 | $1.4M |
| Integrated Advisors Network LLC | 0.08% | Reduce -52.2% | 28,287 | $1.4M |
| Cordgrass Capital Advisors, LLC | 0.33% | Add +199.6% | 28,187 | $1.4M |
| IRON Financial LLC | 0.62% | Add +0.3% | 27,954 | $1.4M |
| Blue Chip Partners, LLC | 0.10% | Reduce -1.0% | 27,947 | $1.4M |
| Laraway Financial Advisors Inc | 0.99% | Add +7.5% | 27,861 | $1.4M |
| Baker Tilly Wealth Management, LLC | 0.34% | Add +111.4% | 27,758 | $1.4M |
| Evergreen Wealth Partners LLC | 1.07% | Reduce -43.6% | 27,577 | $1.4M |
| Mascagni Wealth Management, Inc. | 0.99% | Reduce -5.0% | 27,483 | $1.4M |
| TriaGen Wealth Management LLC | 0.37% | Reduce -8.8% | 27,097 | $1.4M |
| McBroom & Associates, LLC | 0.76% | Reduce -18.6% | 26,979 | $1.4M |
| Family Manage LLC | 0.16% | Reduce -2.3% | 26,970 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.19% | Reduce -2.7% | 26,960 | $1.4M |
| Schwallier Wealth Management LLC | 0.99% | Reduce -33.9% | 26,780 | $1.4M |
| Cary Street Partners Investment Advisory LLC | 0.35% | Add +144.4% | 26,751 | $1.4M |
| Diversified Trust Co. | 0.03% | Reduce -31.2% | 26,747 | $1.4M |
| Clarity Wealth Advisors, LLC | 0.28% | Add +0.0% | 26,588 | $1.3M |
| WealthTrak Capital Management LLC | 0.96% | Reduce -1.6% | 26,526 | $1.3M |
| Condor Capital Management | 0.11% | Add +80.0% | 26,515 | $1.3M |
| Signal Advisors Wealth, LLC | 0.09% | Add +1.0% | 26,452 | $1.3M |
| Horizon Financial Services, LLC | 0.58% | Reduce -11.5% | 26,134 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.29% | Add +32.1% | 26,120 | $1.3M |
| Parsons Capital Management Inc. | 0.06% | Add +10.2% | 25,882 | $1.3M |
| CAP Partners, LLC | 0.74% | Add +10.6% | 25,797 | $1.3M |
| Detalus Advisors, LLC | 0.30% | No change | 25,700 | $1.3M |
| Curi Capital, LLC | 0.02% | Add +7.5% | 25,663 | $1.3M |
| Key Financial Inc | 0.23% | Add +75.8% | 25,566 | $1.3M |
| UMB Bank, n.a. | 0.02% | Add +1.8% | 25,374 | $1.3M |
| Allen Capital Group, LLC | 0.11% | Reduce -91.9% | 25,046 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +23.5% | 25,008 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +28.6% | 24,958 | $1.3M |
| Venture Visionary Partners LLC | 0.04% | Reduce -2.8% | 24,794 | $1.3M |
| Principle Wealth Partners LLC | 0.07% | Add +45.1% | 24,577 | $1.2M |
| Pennsylvania Capital Management Inc. | 0.35% | Reduce -27.9% | 24,441 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Add +19.2% | 24,351 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.29% | Add +21.4% | 24,110 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -4.8% | 24,100 | $1.2M |
| Foster & Motley Inc. | 0.06% | Reduce -13.5% | 24,073 | $1.2M |
| CX Institutional | 0.04% | Reduce -36.9% | 23,972 | $1.2M |
| Essential Investment Partners LLC | 1.10% | Reduce -26.4% | 23,527 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 23,513 | $1.2M |
| Midwest Financial Network, LLC | 0.94% | Reduce -12.2% | 23,478 | $1.2M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +27.1% | 23,449 | $1.2M |
| COFG Advisors, LLC | 0.29% | Add +26.3% | 23,303 | $1.2M |
| FourThought Financial Partners, LLC | 0.10% | Reduce -7.9% | 23,226 | $1.2M |
| Smart Portfolios, LLC | 1.16% | Reduce -2.8% | 22,982 | $1.2M |
| OneAscent Financial Services LLC | 0.06% | Add +63.9% | 22,934 | $1.2M |
| PDS Planning, Inc | 0.08% | Reduce -8.2% | 22,643 | $1.1M |
| Tarbox Family Office, Inc. | 0.18% | Add +0.9% | 22,464 | $1.1M |
| Park Place Capital Corp | 0.23% | Reduce -0.2% | 22,310 | $1.1M |
| Nicholson Meyer Capital Management, Inc. | 0.86% | Add +0.9% | 22,287 | $1.1M |
| Little House Capital LLC | 0.29% | Reduce -86.7% | 22,220 | $1.1M |
| Wall Street Financial Group, Inc. | 0.67% | Add +51.0% | 22,188 | $1.1M |
| Daner Wealth Management, LLC | 0.66% | Reduce -0.2% | 22,144 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +1078.4% | 22,084 | $1.1M |
| Strong Retirement Solutions LLC | 0.78% | Add +0.9% | 22,058 | $1.1M |
| BLB&B Advisors, LLC | 0.05% | Reduce -1.2% | 21,979 | $1.1M |
| Colonial River Investments, LLC | 0.40% | Add +4.8% | 21,949 | $1.1M |
| Next Capital Management LLC | 0.33% | Reduce -33.7% | 21,598 | $1.1M |
| Roble, Belko & Company, Inc | 0.14% | Reduce -35.3% | 21,595 | $1.1M |
| Generation Capital Management LLC | 0.80% | Add +16.2% | 21,500 | $1.1M |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -16.9% | 21,496 | $1.1M |
| RM Financial Services, LLC | 0.94% | No change | 21,428 | $1.1M |
| LifeWealth Investments, LLC | 0.32% | Reduce -5.5% | 21,069 | $1.1M |
| Birch Capital Management, LLC | 0.56% | Add +2.9% | 20,985 | $1.1M |
| Nordwand Advisors, LLC | 0.19% | Add +1.2% | 20,945 | $1.1M |
| Wellington-Altus USA Inc. | 0.62% | Add +26.7% | 20,845 | $1.1M |
| Auctus Advisors LLC | 1.00% | New | 20,828 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.2% | 20,775 | $1.1M |
| Roman Butler Fullerton & Co. | 0.29% | Add +47.6% | 20,758 | $1.0M |
| Alteri Wealth LLC | 0.34% | Add +407.9% | 20,545 | $1.0M |
| Portside Wealth Group, LLC | 0.14% | Add +7.0% | 20,516 | $1.0M |
| Realta Investment Advisors | 0.36% | Reduce -1.2% | 20,426 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.5% | 20,074 | $1.0M |
| Rollins Financial Advisors, LLC | 0.16% | Reduce -11.4% | 19,935 | $1.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.15% | Add +127.8% | 19,929 | $1.0M |
| Narus Financial Partners, LLC | 0.26% | Reduce -3.0% | 19,835 | $1.0M |
| Second Line Capital, LLC | 0.19% | Add +54.4% | 19,427 | $983K |
| Midwest Trust Co | 0.01% | New | 19,032 | $963K |
| Richards, Merrill & Peterson, Inc. | 0.35% | Add +79.3% | 18,970 | $960K |
| Seamount Financial Group Inc. | 0.43% | Reduce -20.3% | 18,923 | $958K |
| CGN Advisors LLC | 0.07% | Add +0.2% | 18,759 | $949K |
| Mosaic Financial Group, LLC | 0.67% | Add +0.2% | 18,545 | $939K |
| Sunpointe, LLC | 0.31% | Add +33.7% | 18,494 | $936K |
| Whipplewood Advisors, LLC | 0.49% | Add +1.2% | 18,494 | $936K |
| Nelson Capital Management, LLC | 0.11% | Reduce -12.8% | 18,388 | $931K |
| Mendota Financial Group, LLC | 0.68% | Add +1.0% | 18,244 | $923K |
| Commerce Advisors, LLC | 0.77% | — | 18,092 | $916K |
| Marino, Stram & Associates LLC | 0.16% | Reduce -14.6% | 18,035 | $913K |
| Family Capital Trust Co | 0.33% | Add +0.6% | 17,937 | $908K |
| JNBA Financial Advisors | 0.08% | Reduce -28.0% | 17,866 | $904K |
| Channel Wealth LLC | 0.22% | Reduce -12.9% | 17,779 | $900K |
| Evolve Private Wealth, LLC | 0.05% | Add +210.6% | 17,514 | $886K |
| Capital Analysts, LLC | 0.02% | Add +15.1% | 17,496 | $885K |
| Signature Equity Partners, LLC | 0.47% | Reduce -3.6% | 17,421 | $882K |
| Key Client Fiduciary Advisors, LLC | 0.30% | No change | 17,421 | $882K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -0.1% | 17,434 | $882K |
| Hopwood Nicholas Hunter | 0.28% | Reduce -13.6% | 17,399 | $881K |
| XY Planning Network, Inc. | 0.14% | Add +37.5% | 17,091 | $862K |
| Boyce & Associates Wealth Consulting, Inc. | 0.65% | Reduce -82.5% | 17,015 | $861K |
| L & S Advisors Inc | 0.11% | Reduce -22.3% | 16,973 | $859K |
| TRUE Private Wealth Advisors | 0.08% | Add +49.9% | 16,942 | $857K |
| Keel Point, LLC | 0.06% | Add +15.0% | 16,892 | $855K |
| Bank of Hawaii | 0.04% | Reduce -22.6% | 16,888 | $855K |
| Agate Pass Investment Management, LLC | 0.33% | Add +2.4% | 16,862 | $853K |
| Latitude Advisors, LLC | 0.38% | Reduce -1.3% | 16,512 | $836K |
| Asio Capital, LLC | 0.12% | Add +13.8% | 16,500 | $835K |
| Core Wealth Advisors, Inc. | 0.20% | Reduce -0.0% | 16,268 | $823K |
| New Insight Wealth Advisors | 0.29% | Add +1.1% | 16,222 | $821K |
| GEM Asset Management, LLC | 0.36% | Reduce -16.1% | 16,148 | $817K |
| Investment Planning Advisors, Inc. | 0.22% | Reduce -14.1% | 16,095 | $815K |
| Forbes J M & Co. LLP | 0.07% | No change | 15,987 | $809K |
| Eagle Rock Investment Company, LLC | 0.12% | No change | 15,983 | $809K |
| Ridge Creek Global, Inc | 0.69% | Reduce -4.0% | 15,972 | $808K |
| Investment Partners Asset Management, Inc. | 0.50% | Add +8.2% | 15,925 | $806K |
| JDM Financial Group LLC | 0.31% | Reduce -1.9% | 15,876 | $803K |
| Strategic Financial Concepts, LLC | 0.20% | Add +20.2% | 15,752 | $797K |
| Delta Investment Management, LLC | 0.14% | Reduce -7.4% | 15,620 | $791K |
| Caliber Wealth Management, LLC / KS | 0.09% | Add +0.8% | 15,586 | $789K |
| Caerus Investment Advisors, LLC | 0.33% | New | 15,564 | $788K |
| Affiance Financial, LLC | 0.13% | Reduce -0.8% | 15,535 | $786K |
| Reicon Wealth Advisors, LLC | 0.60% | Reduce -21.1% | 15,450 | $782K |
| LVZ, Inc. | 0.09% | Add +0.6% | 15,448 | $782K |
| Nepsis Inc. | 0.26% | Add +6.7% | 15,407 | $780K |
| Lunt Capital Management, Inc. | 0.30% | Reduce -1.0% | 15,404 | $780K |
| GeoWealth Management, LLC | 0.03% | Add +14.4% | 15,323 | $776K |
| Princeton Global Asset Management LLC | 0.13% | Add +1.1% | 15,273 | $773K |
| Advisor Resource Council | 0.31% | Add +44.5% | 15,250 | $772K |
| Beta Wealth Group, Inc. | 0.32% | Add +122.4% | 15,223 | $770K |
| Regal Investment Advisors LLC | 0.04% | Reduce -8.4% | 15,070 | $763K |
| Pallas Capital Advisors LLC | 0.03% | No change | 15,046 | $761K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 15,011 | $760K |
| Lifestyle Asset Management, Inc. | 0.25% | Reduce -1.1% | 14,844 | $751K |
| Wilkerson Advisory Group LLC | 0.26% | Reduce -10.4% | 14,711 | $745K |
| Sanchez Gaunt Capital Management, LLC | 0.46% | — | 14,655 | $742K |
| Decker Wealth Management LLC | 0.17% | Add +4.4% | 14,596 | $739K |
| Trask Adam Roland | 0.70% | — | 14,550 | $736K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +30.9% | 14,476 | $733K |
| SeaCrest Wealth Management, LLC | 0.08% | No change | 14,383 | $728K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -7.5% | 14,302 | $724K |
| Sterling Investment Counsel, LLC | 0.20% | Add +15.5% | 14,297 | $724K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -15.5% | 14,235 | $720K |
| SteelPeak Wealth, LLC | 0.02% | Add +24.8% | 14,211 | $719K |
| Catalyst Private Wealth, LLC | 0.39% | No change | 14,087 | $713K |
| PFG Advisors | 0.03% | Add +66.2% | 14,001 | $709K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.05% | Add +24.3% | 13,776 | $697K |
| Waldron Private Wealth LLC | 0.03% | Reduce -18.9% | 13,624 | $690K |
| Keystone Wealth Services, LLC | 0.15% | Add +190.6% | 13,568 | $687K |
| Gibbs Wealth Management | 0.09% | Add +5.1% | 13,465 | $681K |
| Cannon Wealth Management Services, LLC | 0.46% | Reduce -14.2% | 13,394 | $678K |
| Continuum Wealth Advisors, LLC | 0.28% | Reduce -27.7% | 13,314 | $674K |
| Traynor Capital Management, Inc. | 0.04% | Add +12.4% | 13,206 | $668K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -0.8% | 13,168 | $666K |
| Coordinated Financial Services, Inc. | 0.38% | Reduce -33.3% | 13,000 | $658K |
| Brio Consultants, LLC | 0.08% | Reduce -16.5% | 13,026 | $657K |
| TBH Global Asset Management, LLC | 0.13% | New | 12,987 | $657K |
| Royal Harbor Partners, LLC | 0.22% | No change | 12,936 | $655K |
| Sowa Financial Group, Inc. | 0.32% | Reduce -0.8% | 12,916 | $654K |
| Byrne Financial Freedom, LLC | 0.31% | Reduce -60.9% | 12,644 | $640K |
| Moors & Cabot, Inc. | 0.03% | Add +37.6% | 12,618 | $639K |
| Tortuga Wealth Management, Inc | 0.60% | Add +24.8% | 12,582 | $637K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Reduce -38.5% | 12,558 | $636K |
| Harpswell Capital Advisors, LLC | 0.47% | New | 12,488 | $632K |
| Security Financial Services, INC. | 0.10% | Reduce -24.1% | 12,462 | $631K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -23.6% | 12,377 | $626K |
| Argent Trust Co | 0.02% | Add +2.1% | 12,361 | $626K |
| Capital Planning Advisors, LLC | 0.09% | Reduce -11.7% | 12,334 | $624K |
| First Hawaiian Bank | 0.09% | Reduce -70.7% | 12,266 | $621K |
| Access Financial Services, Inc. | 0.22% | Reduce -6.2% | 12,256 | $620K |
| Strategies Wealth Advisors, LLC | 0.06% | Reduce -10.8% | 12,144 | $615K |
| J Hagan Capital, Inc. | 0.33% | Reduce -62.4% | 12,133 | $614K |
| Balboa Wealth Partners | 0.10% | Reduce -19.9% | 12,033 | $609K |
| URS Advisory LLC | 0.45% | Add +26.8% | 12,028 | $609K |
| AGH Wealth Advisors, LLC | 0.45% | No change | 12,000 | $607K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -64.6% | 11,977 | $606K |
| Level Four Advisory Services, LLC | 0.02% | Add +4.1% | 11,939 | $604K |
| SHP Wealth Management | 0.04% | Reduce -8.7% | 11,783 | $596K |
| Nicolet Bankshares Inc. | 0.02% | Add +9.6% | 11,762 | $595K |
| Market Street Wealth Management Advisors LLC | 0.09% | Reduce -5.3% | 11,698 | $592K |
| RMR Wealth Builders | 0.05% | New | 11,667 | $590K |
| Lionsbridge Wealth Management LLC | 0.59% | Reduce -9.6% | 11,556 | $585K |
| Private Client Services, LLC | 0.17% | Add +20.6% | 11,542 | $584K |
| M Holdings Securities, Inc. | 0.04% | Add +8.7% | 11,527 | $582K |
| McCartney Wealth Management LLC | 0.49% | New | 11,457 | $580K |
| AssuredPartners Investment Advisors, LLC | 0.06% | New | 11,399 | $575K |
| Prossimo Advisors, LLC | 3.46% | No change | 11,248 | $569K |
| WealthShield Partners, LLC | 0.06% | Reduce -2.5% | 11,169 | $565K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -14.6% | 11,145 | $564K |
| Chapin Davis, Inc. | 0.13% | No change | 11,095 | $562K |
| B & T Capital Management DBA Alpha Capital Management | 0.08% | No change | 11,000 | $557K |
| Pinion Investment Advisors, LLC | 0.13% | Reduce -3.3% | 10,994 | $556K |
| Two Sigma Securities, LLC | 0.06% | Reduce -67.7% | 10,929 | $553K |
| Wiregrass Investment Management LLC | 0.45% | No change | 10,800 | $547K |
| Hicks Capital Management LLC | 0.54% | Reduce -33.7% | 10,708 | $542K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +19.0% | 10,686 | $541K |
| HORAN Wealth, LLC | 0.05% | Reduce -0.1% | 10,628 | $538K |
| Carter Financial, LLC | 0.47% | New | 10,602 | $537K |
| Boyum Wealth Architects LLC | 0.22% | Reduce -66.3% | 10,624 | $536K |
| Mittelman Wealth Management | 0.33% | Add +11.3% | 10,525 | $533K |
| Lee Financial Co | 0.07% | Add +8.9% | 10,459 | $529K |
| D L Carlson Investment Group Inc. | 0.09% | Add +1.9% | 10,455 | $529K |
| Rossby Financial, LCC | 0.11% | New | 10,336 | $521K |
| Legacy Capital Wealth Partners, LLC | 0.11% | No change | 10,300 | $521K |
| Petix & Botte Co | 0.23% | Reduce -51.0% | 10,117 | $512K |
| Sandy Cove Advisors, LLC | 0.15% | Add +13.8% | 10,071 | $510K |
| Strategic Blueprint, LLC | 0.03% | Reduce -24.4% | 9,973 | $505K |
| Alhambra Investment Management LLC | 0.23% | No change | 9,862 | $499K |
| Glenview Trust Co | 0.01% | No change | 9,788 | $495K |
| MPWM Advisory Solutions, LLC | 0.26% | Reduce -4.2% | 9,656 | $489K |
| Flputnam Investment Management Co. | 0.01% | Reduce -57.5% | 9,570 | $484K |
| Retireful, LLC | 0.68% | Reduce -4.8% | 9,511 | $481K |
| Turn8 Private Wealth Inc. | 0.30% | New | 9,470 | $479K |
| Woodmont Investment Counsel LLC | 0.03% | Add +10.8% | 9,442 | $478K |
| Life Line Wealth Management LLC | 0.21% | Add +1.0% | 9,439 | $478K |
| Oxinas Partners, LLC | 0.22% | Add +5.1% | 9,373 | $474K |
| Tobias Financial Advisors, Inc. | 0.07% | Reduce -16.4% | 9,267 | $469K |
| Bell Bank | 0.02% | No change | 9,259 | $469K |
| Five Oceans Advisors | 0.17% | Add +1.3% | 9,207 | $466K |
| MCF Advisors LLC | 0.02% | New | 8,907 | $451K |
| Fiduciary Trust Co | 0.01% | Reduce -17.8% | 8,829 | $447K |
| Proffitt & Goodson Inc. | 0.07% | Add +5.6% | 8,816 | $446K |
| Willow Financial LLC | 0.45% | Reduce -89.0% | 8,712 | $441K |
| TMB Capital Partners, LLC | 0.15% | Add +93.0% | 8,673 | $439K |
| Wellment Financial | 0.54% | Reduce -3.1% | 8,639 | $437K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 8,584 | $434K |
| Centurion Wealth Management LLC | 0.10% | Reduce -15.7% | 8,561 | $433K |
| Rialto Wealth Management, LLC | 0.10% | Reduce -0.1% | 8,531 | $432K |
| Millstone Evans Group, LLC | 0.26% | No change | 8,462 | $428K |
| VeraBank, N.A. | 0.08% | Reduce -23.0% | 8,453 | $428K |
| Liberty Wealth Management LLC | 0.05% | New | 8,438 | $427K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 8,419 | $426K |
| Johnson Investment Counsel Inc. | 0.00% | New | 8,400 | $425K |
| Red Reef Advisors LLC | 0.44% | Reduce -1.6% | 8,274 | $419K |
| Maia Wealth LLC | 0.07% | Add +0.5% | 8,274 | $419K |
| Larch Capital Partners LLC | 0.06% | No change | 8,262 | $418K |
| Mma Asset Management LLC | 0.15% | Reduce -16.2% | 8,257 | $418K |
| IFC & Insurance Marketing, Inc. | 0.44% | Add +0.3% | 8,247 | $417K |
| Prism Advisors, Inc. | 0.11% | Reduce -97.3% | 8,227 | $416K |
| BNB Wealth Management, LLC | 0.27% | No change | 8,193 | $415K |
| Washington Trust Advisors, Inc. | 0.03% | Add +0.8% | 8,171 | $414K |
| Caldwell Sutter Capital, Inc. | 0.17% | Reduce -10.5% | 8,120 | $411K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -0.1% | 8,077 | $409K |
| Gerald Baker Financial Group LLC | 0.13% | — | 8,045 | $407K |
| Penney Financial, LLC | 0.16% | New | 8,000 | $405K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 7,985 | $404K |
| Bessemer Group Inc. | 0.00% | New | 7,982 | $404K |
| Linscomb Wealth, Inc. | 0.02% | Add +7.8% | 7,970 | $403K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -5.6% | 7,932 | $401K |
| Marble Wealth, LLC | 0.07% | New | 7,896 | $400K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 7,862 | $398K |
| Fiduciary Financial Advisors | 0.35% | — | 7,806 | $395K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,658 | $387K |
| Platt Wealth Management LLC | 0.38% | Add +0.2% | 7,650 | $387K |
| Centerpoint Advisory Group | 0.29% | Reduce -5.1% | 7,602 | $385K |
| One Degree Advisors Inc | 0.10% | Reduce -35.9% | 7,600 | $384K |
| Medallion Wealth Advisors, LLC | 0.13% | Reduce -75.1% | 7,565 | $383K |
| Acima Private Wealth, LLC | 0.12% | Reduce -11.7% | 7,477 | $378K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -6.0% | 7,418 | $375K |
| Accurate Wealth Management, LLC | 0.04% | Add +0.3% | 7,309 | $369K |
| Andrew Hill Investment Advisors, Inc. | 0.33% | Reduce -3.1% | 7,262 | $368K |
| Ballast Financial Advisors LLC | 0.37% | Reduce -10.7% | 7,210 | $365K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -4.2% | 7,207 | $365K |
| Fortis Group Advisors, LLC | 0.06% | Add +179575.0% | 7,187 | $364K |
| Fiduciary Alliance LLC | 0.02% | Reduce -22.8% | 7,180 | $363K |
| Cibc World Market Inc. | 0.00% | Reduce -1.5% | 7,168 | $363K |
| CDKV Holdings LLC | 0.32% | Reduce -55.8% | 7,120 | $360K |
| Granite Group Advisors, LLC | 0.22% | Add +0.2% | 7,110 | $359K |
| Clear Trail Advisors, LLC | 0.06% | Reduce -25.3% | 7,076 | $358K |
| BCGM Wealth Management, LLC | 0.09% | Reduce -9.8% | 7,076 | $358K |
| Elevated Financial Group LLC | 0.12% | Add +1.8% | 7,046 | $357K |
| World Equity Group, Inc. | 0.09% | Reduce -6.2% | 7,018 | $355K |
| Fortress Financial Solutions, LLC | 0.37% | New | 6,979 | $353K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -13.3% | 6,940 | $351K |
| Elevation Wealth Management LLC | 0.32% | Reduce -7.5% | 6,872 | $348K |
| Diversified Portfolios, Inc. | 0.03% | Add +9.6% | 6,850 | $347K |
| Brown Miller Wealth Management, LLC | 0.10% | Reduce -11.3% | 6,843 | $346K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -25.2% | 6,798 | $344K |
| Comprehensive Money Management Services LLC | 0.23% | Add +45.8% | 6,780 | $343K |
| Guerra Pan Advisors, LLC | 0.21% | Reduce -6.9% | 6,776 | $343K |
| Gill Capital Partners, LLC | 0.10% | Reduce -6.8% | 6,773 | $343K |
| Flagstar Securities, Inc. | 0.12% | Add +1.0% | 6,746 | $341K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | Reduce -3.6% | 6,746 | $341K |
| RCW Management, LLC | 0.35% | No change | 6,745 | $341K |
| Stone Summit Wealth LLC | 0.09% | Reduce -45.4% | 6,720 | $340K |
| Redwood Financial Network Corp | 0.22% | Reduce -30.5% | 6,711 | $340K |
| Childress Capital Advisors, LLC | 0.06% | No change | 6,689 | $339K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -64.3% | 6,666 | $337K |
| Balefire, LLC | 0.06% | Reduce -5.4% | 6,626 | $335K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,589 | $333K |
| Summitry LLC | 0.01% | New | 6,585 | $333K |
| Albion Financial Group | 0.02% | Reduce -1.7% | 6,555 | $332K |
| Ironvine Capital Partners, LLC | 0.04% | No change | 6,441 | $326K |
| Innovative Asset Advisors Group, LLC | 0.19% | — | 6,435 | $326K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -25.0% | 6,422 | $325K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -25.0% | 6,422 | $325K |
| Montecito Bank & Trust | 0.05% | Reduce -0.9% | 6,393 | $324K |
| Ankerstar Wealth, LLC | 0.34% | Reduce -11.2% | 6,384 | $323K |
| EPG Wealth Management LLC | 0.09% | Add +0.6% | 6,351 | $321K |
| Unique Wealth, LLC | 0.04% | Add +4.6% | 6,340 | $321K |
| PlanVest Financial, Inc | 0.24% | — | 6,339 | $321K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -81.6% | 6,339 | $321K |
| Ethos Financial Group, LLC | 0.02% | Reduce -13.4% | 6,324 | $320K |
| BostonPremier Wealth LLC | 0.16% | Add +7.5% | 6,248 | $316K |
| Orion Capital Management LLC | 0.11% | Add +0.0% | 6,237 | $316K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -0.4% | 6,236 | $316K |
| Stillwater Private Wealth, LLC | 0.27% | — | 6,219 | $314K |
| Modera Wealth Management, LLC | 0.00% | Reduce -25.7% | 6,106 | $309K |
| Inscription Capital, LLC | 0.03% | Reduce -3.1% | 6,032 | $305K |
| Emerald Advisors, LLC | 0.04% | Add +0.3% | 6,009 | $304K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,000 | $304K |
| Global Strategic Investment Solutions, LLC | 0.03% | Reduce -48.1% | 5,993 | $303K |
| 2UniFi Bank | 0.15% | No change | 5,944 | $301K |
| Kintra Wealth, LLC | 0.02% | Add +1.9% | 5,861 | $297K |
| NCM Capital Management, LLC | 0.11% | No change | 5,848 | $296K |
| Mission Wealth Management, LP | 0.01% | Add +6.6% | 5,840 | $296K |
| Slagle Financial, LLC | 0.10% | Reduce -9.9% | 5,835 | $295K |
| VestGen Advisors, LLC | 0.01% | Reduce -18.6% | 5,811 | $293K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -26.7% | 5,787 | $293K |
| Trust Co | 0.03% | Add +0.3% | 5,765 | $292K |
| Live Oak Investment Partners | 0.17% | Reduce -66.4% | 5,758 | $291K |
| Haverford Trust Co | 0.00% | Reduce -34.3% | 5,750 | $291K |
| Aull & Monroe Investment Management Corp | 0.13% | Reduce -14.9% | 5,690 | $288K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -15.0% | 5,676 | $287K |
| Argos Wealth Advisors, LLC | 0.08% | Add +43.0% | 5,655 | $286K |
| Milestone Asset Management Group, LLC | 0.17% | Add +0.9% | 5,643 | $286K |
| Discipline Wealth Solutions, LLC | 0.03% | Add +25.9% | 5,630 | $285K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 5,599 | $283K |
| BlackDiamond Wealth Management, LLC | 0.14% | Add +4.6% | 5,569 | $282K |
| Csenge Advisory Group | 0.01% | Reduce -62.7% | 5,564 | $282K |
| Master's Wealth Management Inc. | 0.10% | Reduce -24.2% | 5,544 | $281K |
| Harmony Asset Management LLC | 0.09% | No change | 5,542 | $280K |
| Fagan Associates, Inc. | 0.04% | New | 5,460 | $276K |
| InTrack Investment Management Inc | 0.16% | No change | 5,459 | $276K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 5,400 | $273K |
| Everest Financial Group LLC | 0.04% | Reduce -1.1% | 5,399 | $273K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | No change | 5,384 | $272K |
| SVB Wealth LLC | 0.02% | Reduce -54.9% | 5,371 | $272K |
| Koshinski Asset Management, Inc. | 0.02% | Add +7.4% | 5,347 | $271K |
| Prentice Wealth Management LLC | 0.06% | Reduce -88.7% | 5,323 | $269K |
| CWC Advisors, LLC. | 0.13% | Reduce -1.5% | 5,286 | $268K |
| Integrated Capital Management, LLC | 0.11% | Add +2.7% | 5,233 | $265K |
| Keybank National Association | 0.00% | Reduce -1.7% | 5,209 | $264K |
| OneAscent Family Office, LLC | 0.18% | Add +22.3% | 5,180 | $262K |
| Riverstone Advisors, LLC | 0.13% | New | 5,132 | $260K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | No change | 5,121 | $259K |
| Morris Financial Concepts, Inc. | 0.09% | No change | 5,116 | $259K |
| Ascent Group, LLC | 0.01% | Add +0.8% | 5,094 | $258K |
| Carrera Capital Advisors | 0.04% | Add +3.7% | 5,079 | $257K |
| Secured Retirement Advisors, LLC | 0.14% | Add +5.1% | 5,003 | $253K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,000 | $253K |
| Deutsche Bank AG | 0.00% | New | 5,000 | $253K |
| WealthCare Investment Partners, LLC | 0.07% | Reduce -20.8% | 5,000 | $253K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.07% | New | 4,995 | $253K |
| Cherry Creek Investment Advisors, Inc. | 0.11% | Reduce -3.9% | 4,948 | $250K |
| Evolution Wealth Management Inc. | 0.18% | Reduce -58.2% | 4,940 | $250K |
| Daviman Financial, LLC | 0.15% | Reduce -5.2% | 4,938 | $250K |
| Hershey Financial Advisers, LLC | 0.22% | New | 4,927 | $249K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 4,925 | $249K |
| MV Capital Management, Inc. | 0.02% | New | 4,910 | $248K |
| LongView Wealth Management | 0.06% | Add +0.6% | 4,911 | $248K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | Add +0.0% | 4,861 | $246K |
| American Money Management, LLC | 0.04% | Add +1.0% | 4,843 | $245K |
| Lakeridge Wealth Management LLC | 0.10% | Add +1.0% | 4,819 | $244K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -12.9% | 4,811 | $243K |
| Indivisible Partners | 0.02% | Add +18.6% | 4,805 | $243K |
| Terril Brothers, Inc. | 0.07% | No change | 4,800 | $243K |
| Aspen Grove Capital, LLC | 0.05% | Reduce -1.1% | 4,776 | $242K |
| PMV Capital Advisers, LLC | 0.41% | Reduce -19.4% | 4,764 | $241K |
| Palatine Hill Wealth Management, LLC | 0.21% | Reduce -36.2% | 4,755 | $241K |
| VVR Holdings LLC | 0.12% | New | 4,729 | $239K |
| NorthRock Partners, LLC | 0.00% | Reduce -8.1% | 4,695 | $238K |
| Aua Capital Management, LLC | 0.12% | New | 4,672 | $236K |
| ETF Store, Inc. | 0.23% | Add +4.4% | 4,657 | $236K |
| Redwood Family Wealth LLC | 0.23% | Reduce -57.5% | 4,642 | $235K |
| Prota Financial, LLC | 0.17% | Add +4.6% | 4,637 | $235K |
| Hall Laurie J Trustee | 0.08% | No change | 4,630 | $234K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 4,618 | $234K |
| Troutman Wealth Management, LLC | 0.19% | Add +0.4% | 4,594 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +336.2% | 4,580 | $232K |
| K2 Financial Inc. | 0.17% | Add +2.8% | 4,539 | $229K |
| Sincerus Advisory, LLC | 0.17% | New | 4,520 | $229K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -15.7% | 4,481 | $227K |
| Aurdan Capital Management, LLC | 0.07% | Reduce -18.3% | 4,444 | $225K |
| Commerce Bank | 0.00% | New | 4,426 | $224K |
| Pathstone Holdings, LLC | 0.00% | Reduce -41.1% | 4,410 | $223K |
| IFG Advisors, LLC | 0.04% | Add +1.0% | 4,390 | $222K |
| Etesian Wealth Advisors, Inc. | 0.07% | Add +0.4% | 4,335 | $219K |
| International Private Wealth Advisors LLC | 0.13% | Reduce -35.8% | 4,244 | $215K |
| Physician Wealth Advisors, Inc. | 0.03% | Reduce -8.4% | 4,209 | $213K |
| Leslie Global Wealth, LLC | 0.11% | New | 4,205 | $213K |
| Legacy Wealth Partners, LLC | 0.05% | Add +3.5% | 4,202 | $213K |
| Hills Bank & Trust Co | 0.01% | No change | 4,174 | $211K |
| Planning Alternatives Ltd. | 0.03% | No change | 4,157 | $210K |
| Savvy Advisors, Inc. | 0.01% | Reduce -10.7% | 4,154 | $210K |
| Henderson Brothers Financial Partners, LLC | 0.05% | — | 4,146 | $210K |
| Sunflower Bank, N.A. | 0.05% | No change | 4,115 | $208K |
| Tempus Wealth Planning, LLC | 0.05% | Reduce -27.5% | 4,114 | $208K |
| BKM Wealth Management, LLC | 0.08% | New | 4,113 | $208K |
| BlackRock, Inc. | 0.00% | Reduce -7.0% | 4,101 | $208K |
| SYM FINANCIAL Corp | 0.02% | Reduce -0.5% | 4,100 | $208K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,083 | $207K |
| Muirfield Wealth Advisors LLC | 0.15% | Reduce -3.3% | 4,071 | $206K |
| Lighthouse Wealth Management Inc. | 0.14% | New | 4,052 | $205K |
| Kathmere Capital Management, LLC | 0.01% | Add +2.1% | 4,039 | $204K |
| IVC Wealth Advisors LLC | 0.09% | Reduce -2.9% | 4,015 | $203K |
| Front Row Advisors LLC | 0.07% | No change | 4,000 | $202K |
| Angeles Wealth Management, LLC | 0.01% | No change | 4,000 | $202K |
| Equita Financial Network, Inc. | 0.06% | New | 3,980 | $201K |
| Venturi Wealth Management, LLC | 0.01% | New | 3,970 | $201K |
| Hubbell Strickland Wealth Management, LLC | 0.08% | New | 3,961 | $200K |
| Canton Hathaway, LLC | 0.04% | No change | 3,953 | $200K |
| Hurley Capital, LLC | 0.11% | Add +24.2% | 3,900 | $197K |
| Sound Income Strategies, LLC | 0.01% | Add +51.0% | 3,882 | $196K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -31.9% | 3,781 | $191K |
| Root Financial Partners, LLC | 0.01% | Reduce -51.1% | 3,615 | $183K |
| Destiny Wealth Partners, LLC | 0.02% | New | 3,556 | $180K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,500 | $177K |
| Fairway Wealth LLC | 0.05% | Reduce -2.7% | 3,479 | $176K |
| Barrett & Company, Inc. | 0.06% | No change | 3,475 | $176K |
| First Horizon Corp. | 0.01% | Reduce -2.8% | 3,458 | $175K |
| Alerus Financial NA | 0.01% | New | 3,397 | $172K |
| Harbor Asset Planning, Inc. | 0.14% | Add +1.0% | 3,367 | $170K |
| Oakworth Capital, Inc. | 0.01% | Add +1027.4% | 3,292 | $167K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +314.1% | 3,131 | $158K |
| WPG Advisers, LLC | 0.12% | Add +0.2% | 3,131 | $158K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -22.1% | 3,102 | $157K |
| WFA of San Diego, LLC | 0.13% | Add +0.1% | 3,070 | $155K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,053 | $155K |
| KM Capital Management Ltd. | 0.10% | New | 2,955 | $149K |
| Sankala Group LLC | 0.12% | Add +0.3% | 2,884 | $146K |
| PFS Partners, LLC | 0.06% | No change | 2,766 | $140K |
| Blueline Advisors LLC | 0.10% | Add +1212.9% | 2,652 | $134K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -48.3% | 2,490 | $126K |
| Elevation Wealth Partners, LLC | 0.04% | No change | 2,339 | $118K |
| Lloyd Advisory Services, LLC. | 0.03% | Reduce -37.0% | 2,246 | $114K |
| Kingdom Financial Group LLC. | 0.03% | Add +14.1% | 2,246 | $114K |
| Capital Investment Counsel, Inc | 0.01% | No change | 2,207 | $112K |
| HFM Investment Advisors, LLC | 0.04% | Reduce -8.7% | 2,203 | $111K |
| Main Management LLC | 0.01% | No change | 2,167 | $110K |
| Financial Network Wealth Advisors LLC | 0.11% | Add +68.3% | 2,126 | $108K |
| 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% | No change | 1,991 | $101K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 1,966 | $99K |
| Peck Wealth Management, LLC | 0.10% | No change | 1,958 | $99K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.6% | 1,832 | $93K |
| Frazier Financial Advisors, LLC | 0.05% | Reduce -8.3% | 1,770 | $90K |
| St Germain D J Co. Inc. | 0.00% | Add +251.6% | 1,670 | $85K |
| True Wealth Design, LLC | 0.02% | New | 1,661 | $84K |
| Brentview Investment Management LLC | 0.03% | New | 1,500 | $76K |
| American National Bank & Trust | 0.01% | Reduce -50.2% | 1,477 | $75K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,475 | $75K |
| Frankly Finances, LLC | 0.07% | New | 1,425 | $72K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.6% | 1,427 | $72K |
| Ameriflex Group, Inc. | 0.04% | Add +1.0% | 1,370 | $69K |
| Wagner Wealth Management, LLC | 0.01% | Add +30.2% | 1,275 | $65K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,263 | $64K |
| Maseco LLP | 0.00% | Reduce -3.5% | 1,224 | $62K |
| Aventura Private Wealth, LLC | 0.02% | No change | 1,217 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.02% | No change | 1,200 | $60K |
| TD Private Client Wealth LLC | 0.00% | Add +40.9% | 1,047 | $53K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Strive Financial Group ,LLC | 0.03% | New | 1,031 | $52K |
| Rossmore Private Capital | 0.00% | No change | 1,000 | $51K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $50K |
| Flagship Wealth Advisors, LLC | 0.02% | Add +4.7% | 939 | $48K |
| Toth Financial Advisory Corp. | 0.01% | Add +0.8% | 910 | $46K |
| First Pacific Financial | 0.01% | Reduce -16.7% | 907 | $46K |
| TopTier Wealth Management, LLC | 0.03% | New | 882 | $45K |
| Protective Life Corp. | 0.14% | New | 862 | $44K |
| Versant Capital Management, Inc | 0.00% | No change | 858 | $43K |
| Rice Partnership, LLC | 0.01% | Add +327.5% | 855 | $43K |
| Nemes Rush Group LLC | 0.00% | New | 846 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| McIlrath & Eck, LLC | 0.00% | No change | 766 | $39K |
| Barnes Dennig Private Wealth Management LLC | 0.04% | No change | 732 | $37K |
| Bard Associates Inc. | 0.01% | New | 717 | $36K |
| Bogart Wealth, LLC | 0.00% | No change | 706 | $36K |
| Barclays PLC | 0.00% | New | 668 | $34K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.5% | 625 | $31K |
| Copia Wealth Management | 0.02% | Reduce -30.4% | 592 | $30K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.7% | 591 | $30K |
| Sittner & Nelson, LLC | 0.01% | No change | 588 | $30K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 556 | $28K |
| Chelsea Counsel Co. | 0.01% | No change | 485 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Tucker Asset Management LLC | 0.01% | No change | 419 | $21K |
| Hantz Financial Services, Inc. | 0.00% | Add +1754.5% | 408 | $21K |
| Community Bank, N.A. | 0.00% | No change | 400 | $20K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +187.5% | 391 | $20K |
| Coston, McIsaac & Partners | 0.00% | No change | 336 | $17K |
| Hughes Financial Services, LLC | 0.00% | No change | 335 | $17K |
| Curio Wealth, LLC | 0.01% | No change | 312 | $16K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| YANKCOM Partnership | 0.01% | New | 275 | $14K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 264 | $13K |
| Hickory Point Bank & Trust | 0.01% | New | 260 | $13K |
| Tanglewood Legacy Advisors, LLC | 0.00% | Reduce -46.3% | 255 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 250 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.2% | 246 | $12K |
| FWL Investment Management, LLC | 0.00% | Reduce -27.9% | 232 | $12K |
| Legacy Wealth Managment, LLC | 0.01% | Reduce -46.4% | 229 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 225 | $11K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -71.5% | 198 | $10K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 195 | $10K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 188 | $10K |
| Investors Research Corp | 0.00% | No change | 172 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 166 | $8K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 165 | $8K |
| Financial Life Planners | 0.01% | New | 157 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | Reduce -21.1% | 150 | $8K |
| Basepoint Wealth LLC | 0.00% | Add +112.9% | 149 | $8K |
| Sunbelt Securities, Inc. | 0.00% | New | 122 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 120 | $6K |
| Main Street Group, LTD | 0.00% | New | 100 | $5K |
| Bokf, NA | 0.00% | New | 100 | $5K |
| Hilltop National Bank | 0.00% | Reduce -75.2% | 97 | $5K |
| Navigoe, LLC | 0.00% | New | 95 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 75 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 72 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 62 | $3K |
| Operose Advisors LLC | 0.00% | Reduce -92.3% | 62 | $3K |
| Rakuten Securities, Inc. | 0.00% | Add +28.2% | 50 | $3K |
| Abound Wealth Management | 0.00% | New | 49 | $2K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 41 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 40 | $2K |
| Centerpoint Advisors, LLC | 0.00% | Add +322.2% | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.8% | 37 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 32 | $2K |
| Evermay Wealth Management LLC | 0.00% | New | 32 | $2K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -18.4% | 31 | $2K |
| Park Square Financial Group, LLC | 0.01% | Reduce -79.7% | 31 | $2K |
| Pacific Center for Financial Services | 0.00% | New | 28 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 27 | $1K |
| LRI Investments, LLC | 0.00% | No change | 25 | $1K |
| Mather Group, Llc. | 0.00% | New | 25 | $1K |
| Tsfg, LLC | 0.00% | Reduce -91.4% | 26 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $911 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 18 | $901 |
| RHL Group, LLC | 0.00% | Reduce -22.7% | 17 | $867 |
| Anfield Capital Management, LLC | 0.00% | No change | 16 | $810 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 13 | $658 |
| Tidemark, LLC | 0.00% | New | 13 | $658 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 8 | $405 |
| Meramec Financial Planners, LLC | 0.00% | New | 8 | $401 |
| GAMMA Investing LLC | 0.00% | New | 6 | $304 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -88.9% | 1 | $67 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.