JPMorgan Ultra-Short IncomeJPSTETF
13F holders, Q2 2026 (June 30)1,198holders −12
74new positions
81sold out
4famous investors
$50.60avg. 13F price*
At the end of Q2 2026, 1,198 institutions reported holding JPMorgan Ultra-Short Income (JPST) in their 13F filings, down 12 from Q1 2026. 74 opened new positions and 81 sold out. The largest holders were JPMorgan Chase & Co. ($5.0B), Morgan Stanley ($3.2B) and LPL Financial LLC ($1.0B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 74 | $183.2M |
| Exits | 81 | $112.6M |
All 13F filers, Q1 2026 → Q2 2026: 33,671,961 shares bought and 24,293,289 shares sold, net +9,378,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,198 holders
| JPMorgan Chase & Co. | 0.29% | Reduce -2.0% | 98,255,683 | $5.0B |
| Morgan Stanley | 0.17% | Add +3.7% | 63,410,002 | $3.2B |
| LPL Financial LLC | 0.23% | Add +0.5% | 19,992,863 | $1.0B |
| Bank of America Corp. | 0.06% | Add +11.9% | 18,129,440 | $916.8M |
| Betterment LLC | 1.18% | Add +0.8% | 13,758,242 | $695.8M |
| FMR LLC | 0.03% | Add +49.3% | 12,793,148 | $646.9M |
| Charles Schwab Investment Management Inc. | 0.08% | Add +3.2% | 12,005,579 | $607.1M |
| Wells Fargo & Company | 0.10% | Reduce -0.6% | 11,835,783 | $598.5M |
| HB Wealth Management, LLC | 2.84% | Add +5.4% | 10,065,428 | $506.5M |
| UBS Group AG | 0.08% | Reduce -8.6% | 9,881,452 | $499.7M |
| Raymond James Financial Inc. | 0.08% | Reduce -8.4% | 6,111,281 | $309.0M |
| Temasek Holdings (Private) Ltd | 0.82% | No change | 5,919,494 | $299.3M |
| Cerity Partners LLC | 0.33% | Add +5.0% | 5,448,316 | $275.5M |
| Royal Bank of Canada | 0.05% | Reduce -1.5% | 5,291,854 | $267.6M |
| Foster Dykema Cabot & Partners, LLC | 14.20% | Add +1.5% | 4,831,585 | $244.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -22.7% | 4,289,310 | $216.9M |
| Cetera Investment Advisers | 0.19% | Add +21.1% | 4,090,820 | $206.9M |
| Wealth Enhancement Advisory Services, LLC | 0.33% | Add +6.6% | 3,883,899 | $195.7M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +7.2% | 3,647,775 | $184.5M |
| Ameriprise Financial Inc. | 0.03% | Add +5.2% | 2,839,964 | $143.6M |
| Osaic Holdings, Inc. | 0.16% | Add +12.3% | 2,714,023 | $137.3M |
| Kensington Asset Management, LLC | 7.45% | Add +35.4% | 2,701,053 | $136.6M |
| Jones Financial Companies LLLP | 0.05% | Add +21.4% | 2,667,552 | $134.9M |
| Adventist Health System Sunbelt Healthcare Corp. | 3.98% | Reduce -12.7% | 2,455,093 | $124.2M |
| Waverly Advisors, LLC | 0.69% | Add +34.4% | 2,360,792 | $119.4M |
| Cornerstone Management, Inc. | 16.36% | Add +9.4% | 2,248,144 | $113.7M |
| Fifth Third Bancorp | 0.18% | Add +0.6% | 2,170,646 | $109.8M |
| Stifel Financial Corp. | 0.09% | Add +16.6% | 2,142,892 | $108.4M |
| Commonwealth Equity Services, LLC | 0.13% | Add +14.7% | 2,080,200 | $105.2M |
| Bridgewater Advisors Inc. | 5.65% | Add +7.2% | 2,057,137 | $103.7M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -42.1% | 2,005,435 | $101.4M |
| HighTower Advisors, LLC | 0.10% | Add +50.0% | 1,988,463 | $100.6M |
| Quadrant Capital Group LLC | 2.74% | Reduce -7.5% | 1,973,968 | $99.8M |
| Axxcess Wealth Management, LLC | 1.55% | Reduce -17.1% | 1,922,804 | $97.2M |
| Greenwood Gearhart LLC | 4.30% | Add +5.0% | 1,827,293 | $92.4M |
| Focus Partners Wealth | 0.09% | Add +0.7% | 1,804,211 | $91.2M |
| Assetmark, Inc. | 0.15% | Add +9.1% | 1,778,961 | $90.0M |
| Ancora Advisors LLC | 1.74% | Reduce -0.9% | 1,774,918 | $89.8M |
| RiverFront Investment Group, LLC | 1.06% | Reduce -42.4% | 1,580,803 | $79.9M |
| Thrivent Financial for Lutherans | 0.12% | Add +5.8% | 1,375,821 | $69.6M |
| Citigroup Inc. | 0.03% | Add +950.8% | 1,335,879 | $67.6M |
| Rock Creek Group LLC | 6.64% | Add +2.1% | 1,303,970 | $65.9M |
| Trustmark Bank Trust Department | 3.92% | Reduce -7.4% | 1,300,703 | $65.8M |
| Signaturefd, LLC | 0.88% | Reduce -5.9% | 1,294,929 | $65.5M |
| Bramshill Investments, LLC | 4.96% | Add +0.2% | 1,282,964 | $64.9M |
| N.E.W. Advisory Services LLC | 4.30% | Add +9.7% | 1,272,405 | $64.3M |
| NewEdge Advisors, LLC | 0.19% | Add +9.2% | 1,260,051 | $63.7M |
| Crane Advisory, LLC | 8.69% | Add +0.3% | 1,198,932 | $60.5M |
| Capital Asset Advisory Services LLC | 2.17% | Add +3.6% | 1,185,486 | $60.0M |
| United Capital Financial Advisors, LLC | 0.33% | Reduce -5.4% | 1,181,875 | $59.7M |
| Sei Investments Co. | 0.05% | Add +1.4% | 1,174,372 | $59.4M |
| Integrated Wealth Concepts LLC | 0.39% | Add +3.4% | 1,168,286 | $59.1M |
| MML Investors Services, LLC | 0.12% | Add +21.7% | 1,125,142 | $56.9M |
| Captrust Financial Advisors | 0.09% | Add +3.8% | 1,104,176 | $55.8M |
| Naviter Wealth, LLC | 5.05% | Add +42.0% | 1,099,150 | $55.6M |
| Acorns Advisers, LLC | 0.35% | Add +0.7% | 1,074,374 | $54.3M |
| WNY Asset Management, LLC | 4.80% | Add +935.3% | 1,060,184 | $53.6M |
| Gotham Asset Management | 0.12% | Add +10.9% | 1,046,242 | $52.9M |
| NorthCoast Asset Management LLC | 1.12% | Add +341.8% | 1,002,831 | $50.7M |
| Phoenix Wealth Advisors | 16.97% | Add +53.8% | 994,969 | $50.3M |
| Private Advisor Group, LLC | 0.23% | Reduce -23.1% | 986,804 | $49.9M |
| Round Rock Advisors LLC | 6.21% | Add +5.3% | 953,692 | $48.2M |
| PFG Investments, LLC | 1.79% | Reduce -0.9% | 912,435 | $46.1M |
| AE Wealth Management LLC | 0.21% | Add +23.7% | 905,774 | $45.8M |
| Members Capital Advisors Inc. | 39.09% | — | 900,000 | $45.5M |
| AlphaCore Capital LLC | 0.82% | Add +2.8% | 885,033 | $44.8M |
| Peterson Wealth Advisors, LLC | 5.18% | Add +3.8% | 866,882 | $43.8M |
| Flagship Harbor Advisors, LLC | 1.64% | Add +32.1% | 846,270 | $42.8M |
| Citizens Financial Group Inc. | 0.51% | Reduce -9.2% | 838,201 | $42.4M |
| Stephens Inc. | 0.47% | Reduce -0.3% | 826,961 | $41.8M |
| AdvisorNet Financial, Inc | 1.90% | Add +2.4% | 821,078 | $41.5M |
| Alpha Omega Wealth Management LLC | 6.14% | Reduce -2.1% | 797,365 | $40.3M |
| MAI Capital Management | 0.15% | Add +0.7% | 794,088 | $40.2M |
| Great Point Wealth Advisors, LLC | 6.08% | Add +3.0% | 744,455 | $37.6M |
| Fairview Capital Investment Management, LLC | 1.93% | Add +0.5% | 722,623 | $36.5M |
| Retirement Income Solutions, Inc. | 6.26% | Reduce -0.1% | 718,740 | $36.4M |
| Cobblestone Asset Management LLC | 15.12% | Add +31.2% | 716,865 | $36.3M |
| Franklin Resources Inc. | 0.01% | Add +2.7% | 714,153 | $36.1M |
| Mariner, LLC | 0.04% | Add +2.6% | 706,267 | $35.7M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -7.0% | 695,481 | $35.2M |
| Dakota Wealth Management | 0.66% | Reduce -2.6% | 686,045 | $34.7M |
| Lido Advisors, LLC | 0.12% | Reduce -57.4% | 685,795 | $34.7M |
| Rosenberg Matthew Hamilton | 6.42% | Reduce -5.0% | 681,739 | $34.5M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -5.8% | 678,604 | $34.3M |
| Roof Eidam Maycock Peralta, LLC | 6.68% | Add +16.5% | 670,922 | $33.9M |
| McMorgan & Co. LLC | 5.09% | Add +49.1% | 668,362 | $33.8M |
| Valmark Advisers, Inc. | 0.36% | Reduce -26.9% | 663,670 | $33.6M |
| Roberts Wealth Advisors, LLC | 7.57% | Add +3.3% | 658,706 | $33.3M |
| Dynamic Advisor Solutions LLC | 0.94% | Add +8.6% | 654,851 | $33.1M |
| Highline Wealth Partners LLC | 6.73% | Reduce -17.3% | 651,468 | $32.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.87% | Add +5.9% | 643,064 | $32.5M |
| Beacon Investment Advisory Services, Inc. | 1.20% | Add +3.8% | 640,700 | $32.4M |
| &partners | 0.13% | Add +31.8% | 623,361 | $31.5M |
| Peapack Gladstone Financial Corp. | 0.36% | Add +7.1% | 621,985 | $31.5M |
| LexAurum Advisors, LLC | 3.64% | Add +11.2% | 619,993 | $31.4M |
| StrongBox Wealth, LLC | 8.91% | Add +1.6% | 618,387 | $31.3M |
| Requisite Capital Management, LLC | 5.13% | Add +29.4% | 612,480 | $31.0M |
| Montag A & Associates Inc. | 1.31% | Add +159.4% | 610,033 | $30.8M |
| Neuberger Berman Group LLC | 0.02% | Add +91.9% | 587,095 | $29.7M |
| SkyOak Wealth, LLC | 4.80% | Add +5.8% | 581,430 | $29.4M |
| Morton Capital Management LLC | 3.97% | New | 573,696 | $29.0M |
| IMZ Advisory Inc | 9.16% | Add +43.5% | 571,842 | $28.9M |
| Equitable Holdings, Inc. | 0.17% | Add +5.7% | 565,252 | $28.6M |
| MBM Wealth Consultants, LLC | 5.47% | Add +16.5% | 560,962 | $28.4M |
| Aptus Capital Advisors, LLC | 0.20% | Reduce -0.6% | 553,871 | $28.0M |
| Mgo One Seven LLC | 0.46% | Reduce -20.1% | 551,569 | $27.9M |
| Evensky & Katz LLC | 1.43% | Add +0.7% | 547,556 | $27.7M |
| LPWM LLC | 6.13% | Add +7.3% | 546,360 | $27.6M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +20.8% | 544,767 | $27.5M |
| Weatherly Asset Management L. P. | 1.96% | Add +3.5% | 543,560 | $27.5M |
| Exchange Traded Concepts, LLC | 0.13% | Add +3.2% | 537,730 | $27.2M |
| WCG Wealth Advisors LLC | 0.62% | Add +14.8% | 518,316 | $26.2M |
| Sollinda Capital Management LLC | 5.45% | Add +0.5% | 504,872 | $25.5M |
| Leverty Financial Group, LLC | 4.96% | Reduce -2.4% | 504,422 | $25.5M |
| ACT Advisors, LLC. | 8.41% | Reduce -6.3% | 500,113 | $25.3M |
| Mason Street Advisors, LLC | 2.25% | Add +1.7% | 494,716 | $25.0M |
| Ironwood Wealth Management, Inc. | 10.51% | Add +5.7% | 492,953 | $24.9M |
| San Luis Wealth Advisors LLC | 3.74% | Reduce -29.2% | 490,768 | $24.8M |
| Spire Wealth Management | 0.74% | Reduce -3.0% | 482,831 | $24.4M |
| Jacobi Capital Management LLC | 1.18% | Add +0.4% | 476,780 | $24.1M |
| Bryn Mawr Trust Advisors, LLC | 1.05% | Reduce -1.1% | 475,806 | $24.1M |
| Arbor Investment Advisors, LLC | 2.70% | Add +6.3% | 471,203 | $23.8M |
| American Trust | 1.83% | Reduce -9.3% | 468,313 | $23.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -24.6% | 463,219 | $23.4M |
| Saiph Capital, LLC | 6.92% | Add +1.1% | 456,852 | $23.1M |
| Souders Financial Advisors | 2.32% | Add +6.9% | 456,124 | $23.1M |
| Corient Private Wealth LP | 0.03% | Reduce -2.3% | 452,357 | $22.9M |
| Appleton Partners Inc. | 1.39% | Reduce -1.1% | 449,897 | $22.8M |
| Harbour Investments, Inc. | 0.30% | Add +2.0% | 447,169 | $22.6M |
| Cahaba Wealth Management, Inc. | 1.36% | Add +10.9% | 446,878 | $22.6M |
| Clarus Group, Inc. | 7.56% | Reduce -2.1% | 440,964 | $22.3M |
| Family Investment Center, Inc. | 3.69% | Reduce -14.0% | 439,827 | $22.2M |
| Sand Hill Global Advisors, LLC | 0.66% | Add +50.4% | 431,876 | $21.8M |
| Capital Advisors Wealth Management, LLC | 2.54% | Reduce -4.2% | 427,771 | $21.6M |
| Thomasville National Bank | 1.17% | — | 421,402 | $21.3M |
| Capital Investment Advisory Services, LLC | 1.29% | Reduce -0.5% | 414,063 | $20.9M |
| Independent Financial Group, LLC | 0.39% | Add +32.1% | 412,854 | $20.9M |
| YHB Investment Advisors, Inc. | 1.33% | Reduce -7.3% | 411,749 | $20.8M |
| Ameritas Advisory Services, LLC | 0.42% | Add +122.8% | 409,731 | $20.7M |
| Mainstream Capital Management LLC | 12.25% | Reduce -2.5% | 402,230 | $20.3M |
| Palumbo Wealth Management LLC | 4.23% | Add +24.0% | 399,763 | $20.2M |
| Mascoma Wealth Management LLC | 3.72% | Add +2.9% | 396,714 | $20.1M |
| Compass Financial Services Inc | 7.49% | Reduce -0.8% | 396,256 | $20.0M |
| Ridgeline Wealth Planning, LLC | 12.68% | Add +0.6% | 395,728 | $20.0M |
| Farther Finance Advisors, LLC | 0.16% | Add +14.5% | 394,888 | $20.0M |
| WJ Wealth Management, LLC | 7.87% | Reduce -9.4% | 394,346 | $19.9M |
| Diversify Advisory Services, LLC | 0.33% | New | 394,799 | $19.9M |
| Diversify Wealth Management, LLC | 0.33% | Add +62.5% | 394,799 | $19.9M |
| Cerro Pacific Wealth Advisors LLC | 4.45% | Add +6.5% | 388,992 | $19.7M |
| BNP Paribas Financial Markets | 0.01% | New | 388,798 | $19.7M |
| White Wing Wealth Management | 10.25% | Reduce -3.3% | 388,423 | $19.6M |
| Financial Management Professionals, Inc. | 1.84% | Add +4.7% | 383,190 | $19.4M |
| Donaldson Capital Management, LLC | 0.55% | Reduce -10.1% | 381,370 | $19.3M |
| Beacon Bank & Trust | 3.67% | Reduce -1.8% | 380,948 | $19.3M |
| Noesis Capital Mangement Corp. | 2.31% | Add +21.3% | 380,490 | $19.2M |
| Essex Financial Services, Inc. | 0.95% | Add +4.7% | 375,686 | $19.0M |
| Soltis Investment Advisors LLC | 1.09% | Reduce -1.6% | 374,519 | $18.9M |
| Sanctuary Advisors, LLC | 0.09% | Add +147.5% | 374,421 | $18.9M |
| Mission Wealth Management, LP | 0.23% | Add +6253.9% | 371,068 | $18.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -4.4% | 370,632 | $18.7M |
| Heritage Oak Wealth Advisors LLC | 5.54% | Add +75.7% | 369,961 | $18.7M |
| Ridgepath Capital Management LLC | 8.21% | Reduce -60.8% | 367,780 | $18.6M |
| First Business Financial Services, Inc. | 1.43% | Add +4.0% | 363,803 | $18.4M |
| Pinnacle Financial Partners, Inc. | 0.13% | Add +2.6% | 363,695 | $18.4M |
| Savant Capital, LLC | 0.05% | Reduce -4.3% | 363,347 | $18.4M |
| Modern Wealth Management, LLC | 0.22% | Add +572.1% | 359,025 | $18.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.24% | Reduce -1.4% | 356,830 | $18.0M |
| Cooper Financial Group | 1.49% | Reduce -3.4% | 355,291 | $18.0M |
| Legacy CG, LLC | 4.59% | Reduce -6.8% | 354,161 | $17.9M |
| Sowell Financial Services LLC | 0.58% | Reduce -1.6% | 353,105 | $17.9M |
| Advisory Services Network, LLC | 0.20% | Add +22.1% | 349,951 | $17.7M |
| Prospera Financial Services Inc | 0.26% | Reduce -0.3% | 346,668 | $17.5M |
| Selby Wealth Management, LLC | 6.20% | Reduce -4.3% | 345,746 | $17.5M |
| Matthew Goff Investment Advisor, LLC | 2.92% | New | 342,661 | $17.3M |
| VCI Wealth Management LLC | 4.34% | Reduce -1.0% | 342,342 | $17.3M |
| Lane Brothers & Co. Inc. | 11.30% | Reduce -2.7% | 341,660 | $17.3M |
| JFS Wealth Advisors, LLC | 0.85% | Add +2.3% | 337,387 | $17.1M |
| Kwmg, LLC | 1.21% | Add +7.6% | 332,252 | $16.8M |
| IronBridge Private Wealth, LLC | 5.52% | Add +15.8% | 332,184 | $16.8M |
| Whitaker-Myers Wealth Managers, LTD. | 2.79% | Add +20.0% | 330,396 | $16.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +0.9% | 327,971 | $16.6M |
| Causey Wealth LLC | 6.45% | Add +9.2% | 326,485 | $16.5M |
| Summit Wealth Partners, LLC | 2.34% | Reduce -5.0% | 324,561 | $16.4M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -4.6% | 320,363 | $16.2M |
| Allworth Financial LP | 0.07% | Reduce -0.5% | 319,769 | $16.2M |
| Apollon Wealth Management, LLC | 0.19% | Add +2.0% | 315,057 | $15.9M |
| Legacy Wealth Advisors, LLC | 6.86% | Reduce -14.8% | 313,432 | $15.9M |
| Aprio Wealth Management, LLC | 0.78% | Add +17.9% | 312,840 | $15.8M |
| Retirement Guys Formula LLC | 5.84% | Add +28.0% | 306,792 | $15.5M |
| Composition Wealth, LLC | 0.18% | Add +3.5% | 306,036 | $15.5M |
| Financial Solutions Advisory Group, Inc. | 1.95% | Add +12.7% | 304,972 | $15.4M |
| Clearstead Advisors, LLC | 0.14% | Add +9678.2% | 298,529 | $15.1M |
| Truist Financial Corp. | 0.02% | Reduce -15.2% | 298,476 | $15.1M |
| Ruggaard & Associates LLC | 5.37% | Add +0.7% | 295,794 | $15.0M |
| Bluedoor Private Wealth, LLC | 6.04% | Reduce -0.1% | 283,265 | $14.3M |
| Paces Ferry Wealth Advisors, LLC | 5.30% | Add +7.4% | 279,870 | $14.2M |
| Atlantic Union Bankshares Corp | 0.24% | Reduce -1.6% | 279,354 | $14.1M |
| Kendall Capital Management | 2.35% | Add +20.8% | 278,967 | $14.1M |
| Crestmont Private Wealth LLC | 3.95% | Add +9.9% | 278,757 | $14.1M |
| Massachusetts Wealth Management | 5.35% | Add +10.0% | 277,545 | $14.0M |
| Resonant Capital Advisors, LLC | 0.66% | Add +0.1% | 273,155 | $13.8M |
| Great Valley Advisor Group, Inc. | 0.22% | Add +10.3% | 272,457 | $13.8M |
| Wellington Grp LLC | 3.60% | Add +7.0% | 269,355 | $13.6M |
| Buck Wealth Strategies, LLC | 1.41% | Add +4.1% | 267,213 | $13.5M |
| Scotia Capital Inc. | 0.05% | Reduce -11.4% | 266,603 | $13.5M |
| Ceera Investments, LLC | 5.71% | Reduce -32.6% | 266,246 | $13.5M |
| NewEdge Wealth, LLC | 0.14% | Reduce -1.8% | 265,262 | $13.4M |
| Krilogy Financial LLC | 0.40% | Add +15.0% | 264,477 | $13.4M |
| Simon Quick Advisors, LLC | 0.54% | Reduce -2.9% | 263,773 | $13.3M |
| Aspen Wealth Management LLC | 2.25% | Add +3.1% | 262,094 | $13.3M |
| Paradigm Capital Management, LLC | 11.49% | Reduce -1.5% | 261,625 | $13.2M |
| Clark Capital Management Group, Inc. | 0.07% | Reduce -8.1% | 261,136 | $13.2M |
| Elevatus Welath Management | 3.19% | Add +263.9% | 259,004 | $13.1M |
| Bfsg, LLC | 1.15% | Add +7.3% | 256,007 | $12.9M |
| Tradewinds, LLC. | 2.91% | New | 14,991 | $12.9M |
| NavPoint Financial, Inc. | 4.69% | Reduce -5.6% | 250,122 | $12.6M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +5.3% | 248,788 | $12.6M |
| TD Capital Management LLC | 1.02% | Reduce -7.9% | 247,217 | $12.5M |
| IFP Advisors, Inc | 0.22% | Reduce -32.3% | 245,334 | $12.4M |
| Paradigm, Strategies in Wealth Management, LLC | 7.55% | Reduce -6.2% | 244,963 | $12.4M |
| REDW Wealth LLC | 4.40% | Reduce -4.5% | 242,930 | $12.3M |
| Independent Wealth Network Inc. | 3.13% | Reduce -2.9% | 242,635 | $12.3M |
| Insight Wealth Partners, LLC | 1.63% | Reduce -13.1% | 240,079 | $12.1M |
| Taylor Securities Services, Inc. | 4.91% | Add +2.8% | 238,932 | $12.1M |
| Choice Wealth Advisors LLC | 4.17% | Add +0.1% | 235,220 | $11.9M |
| Invst, LLC | 1.16% | Add +8.5% | 235,002 | $11.9M |
| Houlihan Financial Resource Group, Ltd. | 4.17% | Add +3.5% | 231,209 | $11.7M |
| Guardian Wealth Advisors, LLC | 5.84% | Add +31.9% | 230,696 | $11.7M |
| Legacy Capital Group California, Inc. | 3.49% | Add +609.6% | 228,759 | $11.6M |
| Encompass Wealth Advisors, LLC | 3.52% | Add +0.3% | 228,437 | $11.6M |
| KMG Fiduciary Partners, LLC | 1.07% | New | 228,267 | $11.5M |
| HBW Advisory Services LLC | 1.04% | Reduce -0.5% | 226,942 | $11.5M |
| Retirement Capital Strategies | 3.97% | Add +1.6% | 226,339 | $11.4M |
| Rockingstone Advisors LLC | 4.57% | Add +27.4% | 224,847 | $11.4M |
| Ironwood Investment Counsel, LLC | 1.48% | Add +0.3% | 223,060 | $11.3M |
| 5th Street Advisors, LLC | 4.36% | Add +44.2% | 222,536 | $11.3M |
| Spectrum Planning & Advisory Services Inc. | 5.01% | Add +0.8% | 221,477 | $11.2M |
| Fluent Financial, LLC | 3.97% | Reduce -82.5% | 219,706 | $11.1M |
| Investment Advisory Services Group LLC | 8.10% | Add +15.1% | 219,027 | $11.1M |
| D.A. Davidson & Co. | 0.06% | Reduce -12.0% | 217,686 | $11.0M |
| J. Mark Nickell & Co. | 8.69% | Add +9.5% | 215,388 | $10.9M |
| Perennial Advisors, LLC | 1.69% | Reduce -0.9% | 214,996 | $10.9M |
| Symphony Financial, Ltd. Co. | 1.19% | Add +19.4% | 214,738 | $10.9M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +1.9% | 214,270 | $10.8M |
| Scarborough Advisors, LLC | 1.24% | Add +35.1% | 214,087 | $10.8M |
| Syverson Strege & Co | 2.34% | Add +14.1% | 212,175 | $10.7M |
| DHJJ Financial Advisors, Ltd. | 3.06% | Add +23.2% | 210,052 | $10.6M |
| Sharper & Granite LLC | 3.29% | Add +48.6% | 209,969 | $10.6M |
| Western Wealth Management, LLC | 0.35% | Add +96.0% | 209,203 | $10.6M |
| American Financial Advisors, LLC | 1.27% | Reduce -2.4% | 208,413 | $10.5M |
| Financial Security Advisor, Inc. | 1.71% | Reduce -4.1% | 208,104 | $10.5M |
| Northeast Planning Associates, Inc. / NH / | 7.86% | Reduce -0.5% | 226,494 | $10.5M |
| Tradition Wealth Management, LLC | 0.64% | Add +4.7% | 206,798 | $10.5M |
| FSM Wealth Advisors, LLC | 1.12% | Add +1.1% | 206,622 | $10.4M |
| Prosperity Consulting Group, LLC | 0.39% | Reduce -7.1% | 205,153 | $10.4M |
| Per Stirling Capital Management, LLC. | 0.98% | Reduce -43.5% | 204,252 | $10.3M |
| Centaurus Financial, Inc. | 0.40% | Reduce -23.0% | 204,214 | $10.3M |
| Integrity Alliance, Llc. | 0.32% | Add +71.0% | 202,837 | $10.3M |
| Rahlfs Capital, LLC | 7.49% | Reduce -19.9% | 201,780 | $10.2M |
| Mutual Advisors, LLC | 0.19% | Reduce -12.4% | 200,888 | $10.2M |
| IFG Advisory, LLC | 0.36% | New | 200,579 | $10.1M |
| Blom & Howell Financial Planning, Inc. | 8.43% | Add +30.0% | 200,054 | $10.1M |
| Financial Enhancement Group LLC | 1.20% | Add +9.4% | 198,946 | $10.1M |
| Frisch Financial Group, Inc. | 1.72% | Reduce -4.0% | 198,598 | $10.0M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +26.2% | 198,439 | $10.0M |
| RPg Family Wealth Advisory, LLC | 1.67% | Reduce -35.1% | 197,941 | $10.0M |
| Winthrop Advisory Group LLC | 0.67% | Add +58.9% | 197,378 | $10.0M |
| Ackerman Asset Management, LLC | 5.96% | Add +35.0% | 196,511 | $9.9M |
| Mach-1 Financial Group, LLC | 3.84% | Reduce -2.7% | 195,800 | $9.9M |
| Meridian Financial Advisors, LLC | 4.75% | Reduce -2.5% | 195,332 | $9.9M |
| Interchange Capital Partners, LLC | 1.86% | Add +62.8% | 195,303 | $9.9M |
| Perigon Wealth Management, LLC | 0.16% | Add +2.1% | 195,123 | $9.9M |
| Elmwood Wealth Management, Inc. | 2.46% | Add +3.3% | 194,430 | $9.8M |
| Prosperitas Financial LLC | 3.15% | Reduce -1.7% | 194,337 | $9.8M |
| Daymark Wealth Partners, LLC | 0.24% | Reduce -5.9% | 194,329 | $9.8M |
| Alexis Investment Partners, LLC | 5.70% | Add +13.7% | 192,703 | $9.7M |
| Harbour Investment Management LLC | 5.01% | Add +14.6% | 191,705 | $9.7M |
| GTS Securities LLC | 0.20% | New | 188,126 | $9.5M |
| Cornerstone Advisory, LLC | 0.79% | Reduce -6.6% | 187,979 | $9.5M |
| Choreo, LLC | 0.10% | Add +2.9% | 185,104 | $9.4M |
| NFSG Corp | 1.16% | Add +60.0% | 184,879 | $9.3M |
| Flavin Financial Services, Inc. | 5.33% | Add +3.6% | 184,873 | $9.3M |
| Scott Capital Advisors, LLC | 1.46% | Reduce -5.6% | 184,730 | $9.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.1% | 184,273 | $9.3M |
| AQR Capital Management | 0.00% | Add +18.3% | 183,973 | $9.3M |
| Anchor Investment Management, LLC | 0.70% | Add +5.4% | 183,523 | $9.3M |
| Firestone Capital Management | 1.72% | Add +45.0% | 182,866 | $9.2M |
| Apella Capital, LLC | 0.13% | Add +2.0% | 181,816 | $9.2M |
| Cottage Street Advisors LLC | 3.51% | Add +4.3% | 179,231 | $9.1M |
| Granite Bay Wealth Management, LLC | 0.83% | New | 178,785 | $9.0M |
| Enclave Advisors LLC | 1.16% | Add +11.9% | 176,500 | $8.9M |
| Cresset Asset Management, LLC | 0.03% | Reduce -12.6% | 176,450 | $8.9M |
| Tiemann Investment Advisors, LLC | 3.22% | Add +2.1% | 175,937 | $8.9M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +25.7% | 171,522 | $8.7M |
| Helium Advisors LLC | 7.22% | Add +2.9% | 170,861 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +8.8% | 170,594 | $8.6M |
| West Paces Advisors Inc. | 1.44% | Add +3.9% | 169,640 | $8.6M |
| Beacon Financial Advisory LLC | 1.68% | Add +14.0% | 168,730 | $8.5M |
| Avidian Wealth Enterprises, LLC | 0.23% | Add +40.8% | 167,663 | $8.5M |
| Wills Financial Group LLC | 3.08% | Reduce -2.5% | 167,437 | $8.5M |
| Hudock, Inc. | 1.08% | Reduce -5.3% | 167,347 | $8.5M |
| Avestar Capital, LLC | 0.50% | Reduce -1.3% | 166,243 | $8.4M |
| Tradewinds Capital Management, LLC | 1.49% | Add +7.9% | 165,664 | $8.4M |
| Plotkin Financial Advisors, LLC | 3.46% | Add +8.7% | 164,890 | $8.3M |
| Independent Solutions Wealth Management, LLC | 1.08% | Reduce -2.1% | 164,140 | $8.3M |
| O'Connor Financial Group LLC | 2.89% | Reduce -5.8% | 161,674 | $8.2M |
| Hardworking Capital Advisors, LLC | 6.67% | Reduce -8.1% | 161,509 | $8.2M |
| CRA Financial Services, LLC | 0.94% | Add +15.0% | 160,504 | $8.1M |
| Stratos Wealth Advisors, LLC | 0.44% | Reduce -0.4% | 158,574 | $8.0M |
| Sovran Advisors, LLC | 0.60% | Add +2.7% | 158,442 | $8.0M |
| Silverlake Wealth Management LLC | 1.52% | Add +10.7% | 157,208 | $8.0M |
| Chatham Capital Group, Inc. | 1.01% | Reduce -0.2% | 156,369 | $7.9M |
| Hilltop Holdings Inc. | 0.63% | Add +9.4% | 154,414 | $7.8M |
| Archford Capital Strategies, LLC | 0.79% | Add +2.7% | 154,344 | $7.8M |
| Rothschild Wealth LLC | 0.62% | Reduce -2.9% | 153,173 | $7.7M |
| Vise Technologies, Inc. | 0.09% | Add +168.6% | 151,112 | $7.6M |
| Cardinal Strategic Wealth Guidance | 1.73% | Add +2.4% | 151,018 | $7.6M |
| Howard Financial Services, LTD. | 0.76% | Reduce -31.9% | 150,222 | $7.6M |
| VVR Holdings LLC | 3.28% | Add +3072.5% | 150,027 | $7.6M |
| Goldstone Financial Group, LLC | 0.69% | Reduce -22.5% | 149,899 | $7.6M |
| Financially Speaking Inc | 36.64% | No change | 149,073 | $7.5M |
| Wealth Advisors of Tampa Bay, LLC | 2.30% | Reduce -36.2% | 148,582 | $7.5M |
| Gateway Wealth Partners, LLC | 0.45% | Reduce -38.1% | 148,546 | $7.5M |
| Brooks, Moore & Associates, Inc. | 3.37% | Add +18.2% | 148,376 | $7.5M |
| Oarsman Capital, Inc. | 0.78% | Reduce -7.3% | 145,712 | $7.4M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -1.8% | 144,677 | $7.3M |
| Three Seasons Wealth, LLC | 0.66% | Reduce -0.0% | 143,497 | $7.3M |
| Lodestone Wealth Management LLC | 2.55% | Add +2.7% | 142,701 | $7.2M |
| Atlas Legacy Advisors, LLC | 1.06% | Add +2.7% | 141,635 | $7.2M |
| Woodside Wealth Management LLC | 4.89% | Add +9.2% | 138,685 | $7.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +117.3% | 138,507 | $7.0M |
| Cathy Pareto & Associates, Inc. | 4.10% | Add +12.7% | 138,326 | $7.0M |
| Orion Capital Management LLC | 2.17% | Add +2113.2% | 138,036 | $7.0M |
| Advisory Alpha, LLC | 0.17% | Reduce -5.1% | 136,583 | $6.9M |
| Webster Bank, N. A. | 0.59% | Add +15.5% | 135,181 | $6.8M |
| Security National Bank | 0.81% | Add +4.8% | 134,419 | $6.8M |
| Barnes Wealth Management Group, Inc | 3.12% | Add +6.6% | 133,274 | $6.7M |
| Ascentis Wealth Management, LLC | 1.14% | Reduce -13.0% | 133,147 | $6.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +11.3% | 132,222 | $6.7M |
| Mason & Associates Inc | 1.08% | New | 131,826 | $6.7M |
| One Capital Management, LLC | 0.18% | No change | 128,942 | $6.5M |
| Creative Financial Designs Inc. | 0.31% | Reduce -1.4% | 128,773 | $6.5M |
| Ascension Capital Advisors, Inc. | 1.80% | Reduce -24.8% | 127,010 | $6.4M |
| WT Wealth Management | 1.77% | Reduce -14.2% | 126,541 | $6.4M |
| Oppenheimer & Co. Inc. | 0.07% | Add +21.7% | 126,335 | $6.4M |
| JDM Financial Group LLC | 2.17% | Add +693.4% | 125,954 | $6.4M |
| Forza Wealth Management, LLC | 1.94% | Reduce -7.7% | 125,293 | $6.3M |
| Midwestern Financial, LLC | 4.43% | Add +14.3% | 125,148 | $6.3M |
| Atria Investments, Inc | 0.06% | Reduce -28.2% | 124,833 | $6.3M |
| Sherman Wealth Management LLC | 4.75% | Add +6.3% | 124,725 | $6.3M |
| DAVENPORT & Co LLC | 0.03% | Add +6.0% | 124,068 | $6.3M |
| Daybright Advisory Services, Inc. | 1.48% | Reduce -12.6% | 122,371 | $6.2M |
| Triumph Capital Management | 1.12% | Reduce -0.3% | 122,061 | $6.2M |
| Fonville Wealth Management LLC | 1.00% | Add +44.4% | 121,290 | $6.1M |
| B. Riley Wealth Advisors, Inc. | 0.33% | Add +0.8% | 120,290 | $6.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -46.5% | 120,095 | $6.1M |
| Paragon Private Wealth Management, LLC | 1.58% | Add +11.0% | 119,802 | $6.1M |
| BayBridge Capital Group, LLC | 3.16% | Add +34.5% | 119,796 | $6.1M |
| Cynosure Group, LLC | 0.91% | No change | 119,235 | $6.0M |
| Intrua Financial, LLC | 0.57% | Reduce -85.4% | 118,323 | $6.0M |
| First Manhattan Co. Llc. | 0.02% | Add +7.4% | 117,331 | $5.9M |
| 5T Wealth, LLC | 2.18% | Reduce -9.3% | 115,809 | $5.9M |
| BOS Asset Management, LLC | 1.35% | Reduce -1.8% | 114,628 | $5.8M |
| Mountain Capital Investment Advisors Inc. | 0.82% | Add +18.1% | 114,051 | $5.8M |
| Galvin, Gaustad & Stein, LLC | 0.43% | Add +26.6% | 113,027 | $5.7M |
| Walkner Condon Financial Advisors LLC | 0.66% | Add +17.6% | 112,722 | $5.7M |
| Blue Water Asset Management | 1.83% | Reduce -8.6% | 111,837 | $5.7M |
| Cauble & Harre Wealth Management, Inc. | 4.52% | Add +4.1% | 111,433 | $5.6M |
| Integral Investment Advisors, Inc. | 1.24% | Reduce -3.5% | 111,127 | $5.6M |
| Concord Investment Counsel Inc. | 1.53% | New | 110,745 | $5.6M |
| Paladin Advisory Group, LLC | 3.71% | Reduce -3.6% | 110,431 | $5.6M |
| Hartford Financial Management Inc. | 1.24% | Add +146.7% | 109,486 | $5.5M |
| Greenbush Financial Group, LLC | 1.63% | Add +4.5% | 109,423 | $5.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.4% | 108,762 | $5.5M |
| Gradient Capital Advisors, LLC | 1.27% | Add +4.3% | 108,737 | $5.5M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -6.2% | 108,659 | $5.5M |
| Certified Advisory Corp | 0.44% | Add +31.3% | 108,241 | $5.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -28.0% | 108,040 | $5.5M |
| HUB Investment Partners, LLC | 0.10% | Reduce -5.4% | 107,645 | $5.4M |
| Meridian Financial Partners LLC | 1.84% | Reduce -4.3% | 107,084 | $5.4M |
| Aspire Capital Advisors LLC | 1.05% | Add +1.2% | 106,501 | $5.4M |
| First Citizens Financial Corp | 2.24% | Reduce -2.3% | 106,011 | $5.4M |
| Parkside Investments, LLC | 0.59% | Reduce -4.6% | 105,584 | $5.3M |
| Counterweight Ventures, LLC | 2.65% | Add +151.5% | 105,201 | $5.3M |
| Newport Capital Group, LLC | 2.97% | Add +11.7% | 104,781 | $5.3M |
| Sun Financial Inc | 2.48% | Reduce -12.3% | 104,291 | $5.3M |
| Garden State Investment Advisory Services LLC | 1.03% | Add +24.9% | 103,711 | $5.2M |
| Worth Asset Management, LLC | 1.67% | Add +9.2% | 103,523 | $5.2M |
| Founders Financial Alliance, LLC | 0.69% | Add +31.4% | 103,383 | $5.2M |
| Clarity Asset Management, Inc. | 2.56% | Add +5.7% | 103,051 | $5.2M |
| Quantinno Capital Management LP | 0.01% | Add +241.5% | 102,696 | $5.2M |
| International Assets Investment Management, LLC | 0.31% | Add +23.3% | 102,281 | $5.2M |
| WMS Group LLC | 6.62% | Add +0.3% | 101,560 | $5.1M |
| Entelevest, LLC | 4.48% | Add +1.0% | 101,307 | $5.1M |
| MCF Advisors LLC | 0.18% | Add +1036.7% | 101,248 | $5.1M |
| Perissos Private Wealth Management, LLC | 3.46% | Add +4.0% | 101,191 | $5.1M |
| Advocacy Wealth Management, LLC | 0.18% | Reduce -6.6% | 100,560 | $5.1M |
| Capital Management Corp. | 0.76% | Add +13.4% | 99,980 | $5.1M |
| Pinnacle Associates Ltd. | 0.06% | Add +145.7% | 99,921 | $5.1M |
| Pennsylvania Capital Management Inc. | 1.28% | Add +307.0% | 99,482 | $5.0M |
| CVS HEALTH Corp | 2.21% | No change | 98,500 | $5.0M |
| MBA Advisors LLC | 1.70% | Add +4.7% | 98,442 | $5.0M |
| Windsor Capital Management, LLC | 1.29% | Add +9.9% | 98,179 | $5.0M |
| Main Street Financial Solutions, LLC | 0.32% | Add +2.9% | 98,105 | $5.0M |
| Colonial Trust Advisors | 0.35% | Reduce -1.8% | 98,013 | $5.0M |
| Alpha Zero LLC | 1.86% | Add +113.9% | 97,059 | $4.9M |
| Money Concepts Capital Corp. | 0.23% | Reduce -14.1% | 96,852 | $4.9M |
| Endowment Wealth Management, Inc. | 1.89% | Add +2.1% | 96,439 | $4.9M |
| Elevation Capital Advisory, LLC | 1.87% | Reduce -3.3% | 95,980 | $4.9M |
| MidFirst Bank | 0.33% | Add +32.8% | 92,801 | $4.7M |
| Chesley Taft & Associates LLC | 0.18% | Add +6.4% | 92,750 | $4.7M |
| Norden Group LLC | 0.38% | Add +0.7% | 92,705 | $4.7M |
| Promethium Advisors,llc | 2.24% | Add +5.9% | 92,409 | $4.7M |
| North Forty Two & Co. | 3.95% | Reduce -1.2% | 91,881 | $4.6M |
| SlateStone Wealth, LLC | 0.35% | No change | 91,320 | $4.6M |
| Cravens & Co Advisors, LLC | 3.08% | Reduce -12.4% | 90,769 | $4.6M |
| Saxony Capital Management, LLC | 2.09% | Add +26.4% | 90,237 | $4.6M |
| Strategic Wealth Advisors LLC | 3.89% | Reduce -18.8% | 89,892 | $4.5M |
| Principal Securities, Inc. | 0.05% | Add +2.4% | 89,569 | $4.5M |
| Hayek Kallen Investment Management | 1.37% | Add +6.6% | 89,474 | $4.5M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.8% | 89,179 | $4.5M |
| Dean, Jacobson Financial Services, LLC | 2.46% | Add +4.1% | 88,571 | $4.5M |
| Wealth Enhancement Trust Services, Inc. | 0.50% | Add +4.1% | 88,502 | $4.5M |
| Faithward Advisors, LLC | 0.54% | Add +198.7% | 88,229 | $4.5M |
| Smithbridge Asset Management Inc. | 0.61% | Add +4.3% | 87,983 | $4.4M |
| GK Wealth Management LLC | 2.69% | New | 87,882 | $4.4M |
| Brooklyn FI, LLC | 0.81% | Add +11.6% | 87,297 | $4.4M |
| Summit Financial, LLC | 0.05% | Reduce -13.0% | 86,883 | $4.4M |
| Directional Asset Management | 4.12% | Add +8.0% | 85,394 | $4.3M |
| Vawter Financial, Ltd. | 1.62% | Reduce -6.4% | 85,244 | $4.3M |
| Novare Capital Management LLC | 0.31% | Add +11.1% | 85,039 | $4.3M |
| Trademark Financial Management, LLC | 1.76% | Reduce -20.0% | 85,029 | $4.3M |
| Natixis Advisors, LLC | 0.00% | Add +149.2% | 84,694 | $4.3M |
| Stewardship Advisors, LLC | 0.89% | Reduce -63.3% | 84,278 | $4.3M |
| Penney Financial, LLC | 1.49% | Add +953.0% | 84,243 | $4.3M |
| Global Retirement Partners, LLC | 0.07% | — | 84,218 | $4.3M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.99% | Reduce -0.4% | 83,719 | $4.2M |
| Madrid Wealth Management, LLC | 2.78% | Add +17.3% | 83,666 | $4.2M |
| Clear Creek Financial Management, LLC | 0.27% | Add +7.0% | 83,639 | $4.2M |
| Autumn Glory Partners, LLC | 1.19% | Add +12.0% | 83,182 | $4.2M |
| Arax Advisory Partners | 0.03% | Add +131.5% | 82,927 | $4.2M |
| Brookstone Capital Management | 0.04% | Reduce -19.1% | 82,406 | $4.2M |
| Salem Investment Counselors Inc. | 0.10% | Add +3.9% | 82,300 | $4.2M |
| Southeast Asset Advisors, LLC | 0.42% | Add +10.8% | 82,145 | $4.2M |
| Hershey Financial Advisers, LLC | 2.97% | Add +1558.8% | 81,730 | $4.1M |
| Arkadios Wealth Advisors | 0.06% | Add +31.0% | 81,673 | $4.1M |
| GatePass Capital, LLC | 1.59% | Add +10.1% | 80,942 | $4.1M |
| Arrowroot Family Office, LLC | 1.17% | Add +0.3% | 80,939 | $4.1M |
| Howard Wealth Management, LLC | 1.51% | Reduce -9.1% | 80,736 | $4.1M |
| Apeiron RIA LLC | 1.04% | Reduce -6.1% | 80,553 | $4.1M |
| Crewe Advisors LLC | 0.29% | Add +29.3% | 80,466 | $4.1M |
| Legacy Private Trust Co. | 0.23% | Reduce -10.3% | 80,436 | $4.1M |
| Kingsview Wealth Management, LLC | 0.05% | Reduce -18.4% | 79,780 | $4.0M |
| Hixon Zuercher, LLC | 1.17% | Add +1.7% | 78,706 | $4.0M |
| McCarthy Asset Management, Inc. | 1.86% | — | 77,793 | $3.9M |
| Invariant Investment Management | 2.29% | Reduce -4.5% | 77,592 | $3.9M |
| Gallacher Capital Management LLC | 2.19% | Reduce -11.2% | 77,303 | $3.9M |
| Shah Wealth Advisors, LLC | 0.90% | — | 77,195 | $3.9M |
| National Philanthropic Trust | 0.06% | Add +6.9% | 77,045 | $3.9M |
| MJT & Associates Financial Advisory Group, Inc. | 2.57% | Reduce -6.3% | 76,936 | $3.9M |
| JGP Wealth Management, LLC | 0.35% | Reduce -1.9% | 76,069 | $3.8M |
| Adell Harriman & Carpenter Inc. | 0.20% | Reduce -1.8% | 75,770 | $3.8M |
| Arq Wealth Advisors, LLC | 0.47% | New | 75,239 | $3.8M |
| Continuum Advisory, LLC | 0.31% | Reduce -5.0% | 75,093 | $3.8M |
| Formidable Asset Management, LLC | 0.60% | Reduce -33.3% | 73,781 | $3.7M |
| Legacy Financial Advisors, Inc. | 0.45% | Reduce -1.8% | 73,703 | $3.7M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Add +21.1% | 73,552 | $3.7M |
| Voya Investment Management LLC | 0.00% | Add +7.3% | 73,512 | $3.7M |
| Philip James Wealth Mangement, LLC | 0.43% | Reduce -20.2% | 72,558 | $3.7M |
| Northstar Financial Companies, Inc. | 2.45% | Add +18.4% | 72,039 | $3.6M |
| Nottingham Advisors, Inc. | 0.43% | Reduce -10.3% | 71,704 | $3.6M |
| Wealthfront Advisers LLC | 0.01% | Add +11.3% | 71,424 | $3.6M |
| Strategic Family Wealth Counselors, L.L.C. | 0.84% | Reduce -15.7% | 71,392 | $3.6M |
| Parallel Advisors, LLC | 0.06% | Add +11.5% | 71,311 | $3.6M |
| Guardian Wealth Advisors, LLC / NC | 0.20% | Reduce -27.5% | 70,928 | $3.6M |
| Lee, Kelleher & Klein Wealth Management | 1.87% | Reduce -0.3% | 70,688 | $3.6M |
| Verus Capital Partners, LLC | 0.19% | Add +26.5% | 70,667 | $3.6M |
| TFO Wealth Partners, LLC | 0.39% | Add +10.2% | 70,052 | $3.5M |
| Keystone Financial Services, LLC | 2.12% | Reduce -8.8% | 69,614 | $3.5M |
| Sargent Investment Group, LLC | 0.42% | Add +8.1% | 69,604 | $3.5M |
| World Investment Advisors | 0.06% | Add +12.5% | 69,532 | $3.5M |
| Focus Financial Network, Inc. | 0.11% | Reduce -11.2% | 69,571 | $3.5M |
| Optima Capital LLC | 1.39% | Reduce -12.2% | 69,461 | $3.5M |
| Ballentine Capital Advisors, Inc | 1.32% | Add +5.6% | 69,366 | $3.5M |
| Paragon Advisors, LLC | 0.73% | Reduce -72.1% | 68,778 | $3.5M |
| Balboa Wealth Partners | 0.47% | Add +468.3% | 68,388 | $3.5M |
| Obsidian Cio, LLC | 2.57% | Add +30.2% | 68,307 | $3.5M |
| Herold Advisors, Inc. | 0.68% | Reduce -8.9% | 67,880 | $3.4M |
| Creative Planning | 0.00% | Add +19.7% | 67,675 | $3.4M |
| Vienna Asset Management LLC | 2.43% | Reduce -13.7% | 67,669 | $3.4M |
| Mullaney, Keating & Wright, Inc. | 1.64% | Add +3.5% | 66,934 | $3.4M |
| USAdvisors Wealth Management, LLC | 0.97% | Add +7.6% | 66,925 | $3.4M |
| Oxbow Advisors, LLC | 0.28% | Reduce -24.5% | 66,808 | $3.4M |
| Cambridge Advisors Inc. | 0.58% | Add +26.1% | 66,423 | $3.4M |
| Ellsworth Advisors, LLC | 0.55% | Add +69.7% | 66,497 | $3.4M |
| United Advisor Group, LLC | 0.36% | Reduce -11.2% | 66,338 | $3.4M |
| Floyd Financial Group LLC | 2.18% | Reduce -0.4% | 66,250 | $3.3M |
| Regatta Capital Group, LLC | 0.45% | Add +3.6% | 65,445 | $3.3M |
| Rise Advisors, LLC | 0.93% | Add +5.7% | 65,357 | $3.3M |
| Compass Financial Group, Inc. | 1.39% | Reduce -1.1% | 65,041 | $3.3M |
| Novem Group | 0.33% | Reduce -1.3% | 65,016 | $3.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -7.8% | 64,871 | $3.3M |
| FAS Wealth Partners, Inc. | 0.17% | Add +4.4% | 64,219 | $3.2M |
| Nwam LLC | 0.16% | Reduce -3.5% | 64,171 | $3.2M |
| Mayfair Advisory Group, LLC | 0.98% | Reduce -7.6% | 64,105 | $3.2M |
| OakTrust Wealth Advisors, LLC | 2.76% | Reduce -11.1% | 63,435 | $3.2M |
| Thompson Davis & Co., Inc. | 1.91% | Add +42.4% | 63,274 | $3.2M |
| Procyon Advisors, LLC | 0.14% | Add +2.5% | 63,098 | $3.2M |
| Wealthedge Investment Advisors, LLC | 1.08% | Reduce -5.5% | 62,784 | $3.2M |
| Cedarwood Wealth LLC | 2.40% | Add +37.7% | 62,713 | $3.2M |
| Patten Group, Inc. | 0.49% | Reduce -18.7% | 62,418 | $3.2M |
| Old Port Advisors | 0.61% | Add +3.0% | 61,467 | $3.1M |
| Strategic Wealth Partners, Ltd. | 0.19% | Add +18.8% | 61,371 | $3.1M |
| Sage Financial Group Inc. | 0.17% | Add +28.4% | 61,003 | $3.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -38.5% | 61,016 | $3.1M |
| Eagle Harbor Asset Management Inc. | 2.41% | Add +2.5% | 60,690 | $3.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.18% | Add +338.7% | 60,430 | $3.1M |
| Boston Family Office LLC | 0.18% | Add +36.4% | 59,932 | $3.0M |
| Canvas Wealth Advisors, LLC | 0.42% | Add +2.8% | 59,533 | $3.0M |
| Wealthgarden F.S. LLC | 1.70% | Add +13.5% | 59,404 | $3.0M |
| Sigma Planning Corp | 0.08% | Reduce -6.3% | 59,256 | $3.0M |
| Eagle Bluffs Wealth Management LLC | 0.99% | Add +0.8% | 58,874 | $3.0M |
| Fermata Advisors, LLC | 0.60% | Reduce -0.8% | 58,787 | $3.0M |
| Key Financial Inc | 0.49% | Add +129.1% | 58,569 | $3.0M |
| Tempus Wealth Planning, LLC | 0.58% | Add +1320.3% | 58,433 | $3.0M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -7.2% | 57,417 | $2.9M |
| Sheets Smith Wealth Management | 0.29% | Add +1.7% | 57,322 | $2.9M |
| Financial Futures Ltd Liability Co. | 1.10% | New | 56,984 | $2.9M |
| Holderness Investments Co. | 0.48% | Add +5.0% | 56,650 | $2.9M |
| Adamsbrown Wealth Consultants LLC | 0.54% | Add +6.7% | 56,637 | $2.9M |
| Keystone Financial Group | 0.17% | Add +55.2% | 56,208 | $2.8M |
| Sage Advisory Services, Ltd.Co. | 1.40% | Add +8.1% | 56,161 | $2.8M |
| Moneco Advisors, LLC | 0.17% | Reduce -5.8% | 56,096 | $2.8M |
| Johnson Financial Group, Inc. | 0.09% | Reduce -65.7% | 56,066 | $2.8M |
| BancFirst Trust & Investment Management | 1.18% | Add +2.4% | 55,157 | $2.8M |
| Flagship Capital Management Inc. | 1.73% | Add +3.4% | 54,302 | $2.7M |
| Level Four Advisory Services, LLC | 0.08% | Add +349.8% | 53,701 | $2.7M |
| Jeter Robert S II | 2.57% | Reduce -5.6% | 53,264 | $2.7M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.51% | Reduce -0.3% | 52,828 | $2.7M |
| Cordgrass Capital Advisors, LLC | 0.99% | Add +85.7% | 52,345 | $2.6M |
| SP Asset Management LLC | 0.21% | Reduce -0.7% | 52,038 | $2.6M |
| Cornerstone Wealth Management, LLC | 0.11% | Reduce -26.8% | 51,934 | $2.6M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -16.3% | 51,929 | $2.6M |
| Burnham & Co LLC | 2.10% | — | 51,400 | $2.6M |
| MSH Capital Advisors LLC | 0.45% | Add +7.1% | 51,318 | $2.6M |
| Bank of Montreal | 0.00% | Add +6.6% | 51,153 | $2.6M |
| Investment Planning Advisors, Inc. | 0.59% | Add +213.2% | 50,416 | $2.5M |
| Strategent Financial, LLC | 1.47% | Add +13.4% | 50,348 | $2.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.61% | Add +55.2% | 7,752 | $2.5M |
| Auctus Advisors LLC | 2.11% | Add +138.2% | 49,605 | $2.5M |
| Valley National Advisers Inc. | 0.28% | Reduce -4.8% | 49,543 | $2.5M |
| Bolthouse Investments, LLC | 2.03% | Reduce -4.9% | 49,444 | $2.5M |
| Sunburst Financial Group, LLC | 0.42% | Add +3.9% | 49,295 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -40.6% | 49,282 | $2.5M |
| Delos Wealth Advisors, LLC | 1.28% | Add +2.4% | 49,203 | $2.5M |
| Sage Rhino Capital LLC | 0.41% | Add +0.2% | 49,203 | $2.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -33.9% | 49,187 | $2.5M |
| Golden State Wealth Management, LLC | 0.23% | Add +12.7% | 49,123 | $2.5M |
| Patten & Patten Inc. | 0.13% | Add +1.1% | 49,001 | $2.5M |
| Greenwich Wealth Management LLC | 0.09% | Reduce -27.5% | 48,750 | $2.5M |
| Auxano Advisors, LLC | 0.47% | Add +0.4% | 48,731 | $2.5M |
| Yarger Wealth Strategies, LLC | 0.87% | Add +34.4% | 48,067 | $2.4M |
| Westside Investment Management, Inc. | 0.32% | Reduce -29.7% | 47,920 | $2.4M |
| First National Trust Co | 0.08% | Reduce -40.0% | 47,901 | $2.4M |
| Curry Webb Wealth Management LLC | 1.00% | Reduce -5.4% | 47,897 | $2.4M |
| Wedbush Securities Inc. | 0.06% | Reduce -17.0% | 47,811 | $2.4M |
| Klingman & Associates, LLC | 0.10% | No change | 47,808 | $2.4M |
| Lake Street Private Wealth, LLC | 0.27% | Add +16.5% | 46,743 | $2.4M |
| Transcendent Capital Group LLC | 0.90% | Reduce -7.0% | 45,675 | $2.3M |
| Ergawealth Advisors, Inc. | 0.89% | Reduce -13.5% | 45,408 | $2.3M |
| Perennial Investment Advisors, LLC | 0.15% | Reduce -9.1% | 45,407 | $2.3M |
| Fortitude Family Office, LLC | 0.44% | Reduce -7.2% | 44,338 | $2.2M |
| Gentry Private Wealth, LLC | 1.15% | Add +0.0% | 44,318 | $2.2M |
| Castleview Partners, LLC | 0.98% | Reduce -5.0% | 44,186 | $2.2M |
| Blue Trust, Inc. | 0.02% | Add +15.3% | 43,744 | $2.2M |
| Revisor Wealth Management LLC | 0.53% | Add +4.7% | 43,722 | $2.2M |
| Grey Ledge Advisors, LLC | 0.44% | Reduce -15.6% | 43,670 | $2.2M |
| 9823 Capital, L.P. | 1.49% | Reduce -12.8% | 43,574 | $2.2M |
| Kovack Advisors, Inc. | 0.11% | Reduce -0.1% | 43,457 | $2.2M |
| West Michigan Advisors, LLC | 0.42% | Reduce -3.8% | 43,311 | $2.2M |
| Cherry Tree Wealth Management, LLC | 0.41% | Add +13.1% | 43,025 | $2.2M |
| Cozad Asset Management Inc. | 0.14% | Add +15.2% | 42,846 | $2.2M |
| Bank of New Hampshire | 0.45% | Reduce -28.6% | 42,635 | $2.2M |
| Flaharty Asset Management, LLC | 3.08% | Reduce -87.1% | 42,699 | $2.2M |
| Capstone Wealth Management, Inc. | 1.61% | Reduce -9.3% | 42,640 | $2.1M |
| Colonial Trust Co / SC | 0.27% | Reduce -11.2% | 42,319 | $2.1M |
| Essex Bank | 0.46% | Add +1.1% | 42,211 | $2.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -1.7% | 42,123 | $2.1M |
| First Foundation Advisors | 0.08% | Reduce -4.0% | 42,054 | $2.1M |
| Private Trust Co. NA | 0.17% | Add +15.7% | 41,827 | $2.1M |
| Confluence Wealth Services, Inc. | 0.06% | Reduce -4.6% | 41,809 | $2.1M |
| Red Mountain Financial, LLC | 1.77% | Add +4.0% | 41,625 | $2.1M |
| Sterling Investment Advisors, Ltd. | 0.35% | Reduce -9.8% | 41,597 | $2.1M |
| Sovereign Financial Group, Inc. | 0.32% | Add +15.2% | 41,502 | $2.1M |
| NewSquare Capital LLC | 0.15% | Add +22.6% | 41,122 | $2.1M |
| NBT Bank, N.A. | 0.14% | Reduce -0.6% | 40,880 | $2.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -29.0% | 40,764 | $2.1M |
| Berger Financial Group, Inc | 0.10% | Add +16.7% | 40,556 | $2.1M |
| CFO4Life Group, LLC | 0.28% | Add +0.0% | 40,365 | $2.0M |
| John W. Brooker & Co., CPAs | 2.46% | Reduce -28.7% | 40,320 | $2.0M |
| Fca Corp. | 0.50% | Add +2.9% | 40,117 | $2.0M |
| StoneCrest Wealth Management, Inc. | 0.64% | Reduce -10.9% | 39,618 | $2.0M |
| Insight 2811, Inc. | 0.81% | Reduce -6.9% | 39,397 | $2.0M |
| Aries Wealth Management | 0.39% | Add +13.0% | 39,115 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +169.4% | 38,994 | $2.0M |
| Texas Yale Capital Corp. | 0.04% | Reduce -9.1% | 38,838 | $2.0M |
| Martin Investment Management, LLC | 0.65% | Reduce -4.1% | 38,747 | $2.0M |
| Benchmark Financial, LLC | 1.60% | Reduce -1.6% | 38,724 | $2.0M |
| Nikulski Financial, Inc. | 0.42% | Reduce -6.9% | 38,488 | $1.9M |
| Verum Partners LLC | 0.29% | Reduce -88.4% | 38,444 | $1.9M |
| Ashton Thomas Securities, LLC | 0.28% | Reduce -47.0% | 37,873 | $1.9M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -30.5% | 37,628 | $1.9M |
| Fragasso Financial Advisors Inc | 0.10% | Add +0.9% | 37,298 | $1.9M |
| Gilpin Wealth Management, LLC | 1.29% | Reduce -7.8% | 36,811 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.19% | Reduce -7.6% | 36,807 | $1.9M |
| Pasadena Private Wealth, LLC | 0.24% | Add +14.2% | 36,806 | $1.9M |
| Brady Family Wealth, LLC | 0.53% | Add +25.9% | 36,335 | $1.8M |
| Carter Financial Group, INC. | 0.95% | Add +3.5% | 36,222 | $1.8M |
| First Heartland Consultants, Inc. | 0.12% | Add +16.9% | 36,192 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Reduce -12.3% | 35,660 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.06% | Add +2.1% | 35,633 | $1.8M |
| Maple Capital Management, Inc. | 0.11% | Add +2.4% | 35,614 | $1.8M |
| Financial Perspectives, Inc | 0.44% | Add +0.2% | 35,565 | $1.8M |
| Richard P Slaughter Associates Inc | 0.36% | Reduce -44.1% | 35,451 | $1.8M |
| Summit Place Financial Advisors, LLC | 0.78% | Add +17.1% | 35,432 | $1.8M |
| Legacy Wealth Management, LLC | 0.09% | Reduce -97.9% | 35,085 | $1.8M |
| Freedom Financial Partners LLC | 0.58% | Reduce -46.0% | 35,003 | $1.8M |
| Vista Cima Wealth Management LLC | 1.31% | Add +0.7% | 34,917 | $1.8M |
| JM2 Capital Inc. | 1.21% | Add +11.4% | 34,790 | $1.8M |
| Shore Point Advisors, LLC | 0.60% | Reduce -2.7% | 34,713 | $1.8M |
| Asset Allocation Strategies LLC | 0.27% | Reduce -39.7% | 34,517 | $1.7M |
| OneAscent Wealth Management LLC | 0.52% | Reduce -1.4% | 34,243 | $1.7M |
| Aspen Wealth Strategies, LLC | 0.83% | Add +11.4% | 34,086 | $1.7M |
| Blueprint Financial Advisors LLC | 0.19% | Reduce -10.7% | 33,883 | $1.7M |
| Blueprint Investment Partners LLC | 0.14% | Reduce -10.7% | 33,883 | $1.7M |
| Badgley Phelps Wealth Managers, LLC | 0.03% | Reduce -5.8% | 33,674 | $1.7M |
| Dunhill Financial, LLC | 0.35% | Reduce -31.3% | 33,551 | $1.7M |
| Cary Street Partners Investment Advisory LLC | 0.34% | Add +23.1% | 32,939 | $1.7M |
| G&S Capital LLC | 0.48% | New | 32,699 | $1.7M |
| Asio Capital, LLC | 0.21% | Add +97.0% | 32,500 | $1.6M |
| Guidance Capital, Inc. | 0.35% | Add +2.2% | 32,327 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.40% | Reduce -24.5% | 32,247 | $1.6M |
| Petredis Investment Advisors LLC | 0.11% | Add +5.9% | 31,504 | $1.6M |
| Royal Harbor Partners, LLC | 0.49% | Add +141.5% | 31,245 | $1.6M |
| StoneX Group Inc. | 0.06% | Add +3.8% | 31,035 | $1.6M |
| Laraway Financial Advisors Inc | 0.95% | Add +10.8% | 30,865 | $1.6M |
| Compound Planning, Inc. | 0.04% | Add +5.1% | 30,855 | $1.6M |
| CAP Partners, LLC | 0.76% | Add +19.1% | 30,738 | $1.6M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -11.4% | 30,624 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Reduce -51.6% | 30,366 | $1.5M |
| CoreCap Advisors, LLC | 0.05% | Add +2.9% | 30,309 | $1.5M |
| Eagle Strategies LLC | 0.15% | Reduce -77.3% | 30,164 | $1.5M |
| ProVise Management Group, LLC | 0.10% | Reduce -21.2% | 29,853 | $1.5M |
| TPG Financial Advisors, LLC | 0.45% | Reduce -17.0% | 29,831 | $1.5M |
| Dudley Capital Management, LLC | 0.61% | Add +1.6% | 29,810 | $1.5M |
| PCG Asset Management, LLC | 1.08% | Reduce -7.5% | 29,785 | $1.5M |
| UMB Bank, n.a. | 0.02% | Add +16.3% | 29,515 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 29,451 | $1.5M |
| Clear Point Advisors Inc. | 1.32% | New | 29,392 | $1.5M |
| Parsons Capital Management Inc. | 0.07% | Add +13.4% | 29,346 | $1.5M |
| Alessandra Capital Management, LLC | 1.05% | Reduce -9.9% | 29,282 | $1.5M |
| BLB&B Advisors, LLC | 0.05% | Add +32.2% | 29,056 | $1.5M |
| IRON Financial LLC | 0.59% | Add +0.7% | 28,158 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.27% | Add +15.1% | 27,756 | $1.4M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -33.0% | 27,603 | $1.4M |
| Trek Financial, LLC | 0.07% | Reduce -27.2% | 27,354 | $1.4M |
| COFG Advisors, LLC | 0.24% | Add +17.4% | 27,352 | $1.4M |
| Americana Partners, LLC | 0.03% | Reduce -26.9% | 26,963 | $1.4M |
| Cypress Capital Group | 0.13% | New | 26,950 | $1.4M |
| Diversified Trust Co. | 0.02% | Add +0.7% | 26,933 | $1.4M |
| Sloy Dahl & Holst, LLC | 0.17% | Reduce -0.5% | 26,815 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +14.0% | 26,812 | $1.4M |
| Essex LLC | 0.21% | Reduce -50.6% | 26,791 | $1.4M |
| Condor Capital Management | 0.10% | Add +0.9% | 26,763 | $1.4M |
| Copper Harbor Investment Advisors, LLC | 0.28% | — | 26,573 | $1.3M |
| Principle Wealth Partners LLC | 0.07% | Add +7.7% | 26,477 | $1.3M |
| Family Manage LLC | 0.14% | Reduce -1.8% | 26,475 | $1.3M |
| Arcus Capital Partners, LLC | 0.55% | Reduce -90.0% | 26,429 | $1.3M |
| Clarity Wealth Advisors, LLC | 0.24% | Reduce -0.9% | 26,347 | $1.3M |
| McBroom & Associates, LLC | 0.66% | Reduce -4.3% | 25,819 | $1.3M |
| Detalus Advisors, LLC | 0.25% | Add +0.4% | 25,800 | $1.3M |
| Mascagni Wealth Management, Inc. | 0.81% | Reduce -6.2% | 25,794 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Add +28.4% | 25,785 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +3.2% | 25,763 | $1.3M |
| Insigneo Advisory Services, LLC | 0.05% | New | 25,721 | $1.3M |
| Vista Investment Management | 0.39% | Reduce -13.7% | 25,631 | $1.3M |
| WealthTrak Capital Management LLC | 0.84% | Reduce -4.7% | 25,290 | $1.3M |
| Schwallier Wealth Management LLC | 0.80% | Reduce -6.0% | 25,171 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.4% | 25,036 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -40.7% | 24,962 | $1.3M |
| FourThought Financial Partners, LLC | 0.10% | Add +7.3% | 24,926 | $1.3M |
| Blue Chip Partners, LLC | 0.08% | Reduce -10.8% | 24,915 | $1.3M |
| Venture Visionary Partners LLC | 0.03% | No change | 24,794 | $1.3M |
| National Wealth Management Group, LLC | 0.39% | Reduce -15.4% | 24,785 | $1.3M |
| Entruity Wealth, LLC | 0.81% | Reduce -21.8% | 24,654 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Reduce -17.7% | 24,600 | $1.2M |
| XY Planning Network, Inc. | 0.15% | Add +40.5% | 24,019 | $1.2M |
| TriaGen Wealth Management LLC | 0.30% | Reduce -11.4% | 24,003 | $1.2M |
| Medallion Wealth Advisors, LLC | 0.38% | Add +121.5% | 16,755 | $1.2M |
| Founders Financial Securities LLC | 0.06% | Reduce -3.4% | 23,524 | $1.2M |
| Birch Capital Management, LLC | 0.57% | Add +10.8% | 23,249 | $1.2M |
| PDS Planning, Inc | 0.07% | Add +2.6% | 23,237 | $1.2M |
| Beta Wealth Group, Inc. | 0.43% | Add +50.1% | 22,855 | $1.2M |
| Realta Investment Advisors | 0.35% | Add +9.9% | 22,442 | $1.1M |
| Alteri Wealth LLC | 0.31% | Add +7.0% | 21,988 | $1.1M |
| Nordwand Advisors, LLC | 0.17% | Add +3.3% | 21,645 | $1.1M |
| Essential Investment Partners LLC | 0.87% | Reduce -8.7% | 21,477 | $1.1M |
| OneAscent Financial Services LLC | 0.05% | Reduce -6.5% | 21,450 | $1.1M |
| RM Financial Services, LLC | 0.81% | No change | 21,428 | $1.1M |
| Roble, Belko & Company, Inc | 0.12% | Reduce -0.9% | 21,396 | $1.1M |
| Daner Wealth Management, LLC | 0.59% | Reduce -3.3% | 21,419 | $1.1M |
| Wall Street Financial Group, Inc. | 0.58% | Reduce -4.0% | 21,295 | $1.1M |
| SBI Securities Co., Ltd. | 0.02% | Reduce -11.7% | 21,292 | $1.1M |
| Portside Wealth Group, LLC | 0.13% | Add +3.2% | 21,181 | $1.1M |
| Castle Rock Wealth Management, LLC | 0.21% | Reduce -19.4% | 21,059 | $1.1M |
| Savvy Advisors, Inc. | 0.02% | Add +402.1% | 20,859 | $1.1M |
| Generation Capital Management LLC | 0.65% | Reduce -3.0% | 20,850 | $1.1M |
| Keel Point, LLC | 0.06% | Add +23.1% | 20,796 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.27% | Add +231.9% | 20,700 | $1.0M |
| Tarbox Family Office, Inc. | 0.15% | Reduce -7.9% | 20,681 | $1.0M |
| LifeWealth Investments, LLC | 0.27% | Reduce -3.6% | 20,306 | $1.0M |
| Petix & Botte Co | 0.21% | Add +100.0% | 20,234 | $1.0M |
| Capital Analysts, LLC | 0.02% | Add +15.1% | 20,133 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +62.4% | 20,094 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Add +41.1% | 20,051 | $1.0M |
| Park Place Capital Corp | 0.16% | Reduce -10.4% | 19,999 | $1.0M |
| Intesa Sanpaolo Wealth Management | 0.20% | Reduce -81.0% | 19,950 | $1.0M |
| Wellington-Altus USA Inc. | 0.72% | Reduce -4.5% | 19,900 | $1.0M |
| Everstar Asset Management, LLC | 0.48% | Reduce -52.0% | 19,706 | $997K |
| Rollins Financial Advisors, LLC | 0.13% | Reduce -3.0% | 19,343 | $978K |
| CGN Advisors LLC | 0.07% | Add +3.0% | 19,314 | $977K |
| L & S Advisors Inc | 0.10% | Add +13.2% | 19,207 | $971K |
| Midwest Financial Network, LLC | 0.66% | Reduce -18.3% | 19,191 | $970K |
| Mosaic Financial Group, LLC | 0.62% | Add +3.4% | 19,170 | $969K |
| Narus Financial Partners, LLC | 0.25% | Reduce -3.8% | 19,089 | $965K |
| Horizon Financial Services, LLC | 0.37% | Reduce -27.1% | 19,064 | $964K |
| Richards, Merrill & Peterson, Inc. | 0.30% | No change | 18,970 | $959K |
| Allen Capital Group, LLC | 0.08% | Reduce -25.5% | 18,662 | $944K |
| Baron Silver Stevens Financial Advisors, LLC | 0.12% | Reduce -6.5% | 18,638 | $943K |
| Second Line Capital, LLC | 0.18% | Reduce -4.1% | 18,626 | $942K |
| Little House Capital LLC | 0.21% | Reduce -16.3% | 18,593 | $940K |
| Fiduciary Financial Advisors | 0.09% | Add +136.6% | 18,468 | $934K |
| Nelson Capital Management, LLC | 0.10% | Add +0.3% | 18,451 | $933K |
| Mendota Financial Group, LLC | 0.58% | Add +1.0% | 18,431 | $932K |
| Baker Tilly Wealth Management, LLC | 0.20% | Reduce -34.0% | 18,318 | $926K |
| Agate Pass Investment Management, LLC | 0.34% | Add +8.3% | 18,262 | $924K |
| Seamount Financial Group Inc. | 0.37% | Reduce -3.8% | 18,213 | $921K |
| J. M. Brown & Associates Inc. | 0.52% | — | 18,091 | $915K |
| Tortuga Wealth Management, Inc | 0.69% | Add +43.4% | 18,047 | $912K |
| Family Capital Trust Co | 0.29% | No change | 17,937 | $907K |
| Nvwm, LLC | 0.18% | Reduce -62.5% | 17,912 | $906K |
| Signature Equity Partners, LLC | 0.41% | Add +0.8% | 17,562 | $888K |
| Smartleaf Asset Management LLC | 0.03% | No change | 17,434 | $882K |
| Sunpointe, LLC | 0.25% | Reduce -5.8% | 17,428 | $881K |
| Channel Wealth LLC | 0.20% | Reduce -2.0% | 17,422 | $881K |
| Key Client Fiduciary Advisors, LLC | 0.26% | No change | 17,421 | $881K |
| Decker Wealth Management LLC | 0.19% | Add +19.3% | 17,410 | $880K |
| Foster & Motley Inc. | 0.04% | Reduce -27.7% | 17,408 | $880K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -16.4% | 17,374 | $878K |
| Mosley Wealth Management | 0.28% | Reduce -62.2% | 17,339 | $877K |
| Cannon Wealth Management Services, LLC | 0.48% | Add +29.0% | 17,281 | $874K |
| Caerus Investment Advisors, LLC | 0.29% | Add +10.9% | 17,269 | $873K |
| Sanchez Gaunt Capital Management, LLC | 0.48% | Add +16.2% | 17,035 | $861K |
| Independent Advisor Alliance | 0.02% | Reduce -97.2% | 16,664 | $843K |
| Investment Partners Asset Management, Inc. | 0.47% | Add +4.6% | 16,660 | $843K |
| Core Wealth Advisors, Inc. | 0.17% | No change | 16,268 | $823K |
| Whipplewood Advisors, LLC | 0.55% | Reduce -12.1% | 16,258 | $822K |
| Market Street Wealth Management Advisors LLC | 0.12% | Add +37.9% | 16,135 | $816K |
| Reicon Wealth Advisors, LLC | 0.51% | Add +4.3% | 16,119 | $815K |
| New Insight Wealth Advisors | 0.24% | Reduce -0.7% | 16,102 | $814K |
| JNBA Financial Advisors | 0.06% | Reduce -10.1% | 16,063 | $812K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -5.5% | 16,003 | $809K |
| Forbes J M & Co. LLP | 0.06% | No change | 15,987 | $808K |
| Eagle Rock Investment Company, LLC | 0.10% | No change | 15,983 | $808K |
| Curi Capital, LLC | 0.01% | Reduce -38.1% | 15,891 | $804K |
| Keystone Wealth Services, LLC | 0.15% | Add +16.7% | 15,831 | $801K |
| Bank of Hawaii | 0.04% | Reduce -6.5% | 15,788 | $798K |
| US Bancorp \de | 0.00% | Add +5.1% | 15,775 | $798K |
| Lifestyle Asset Management, Inc. | 0.21% | Add +4.8% | 15,558 | $787K |
| LVZ, Inc. | 0.08% | Add +0.7% | 15,548 | $786K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.0% | 15,542 | $786K |
| Affiance Financial, LLC | 0.11% | Reduce -0.1% | 15,516 | $785K |
| Nepsis Inc. | 0.27% | Add +0.5% | 15,480 | $783K |
| Advisor Resource Council | 0.26% | Add +1.3% | 15,450 | $779K |
| Roman Butler Fullerton & Co. | 0.19% | Reduce -25.8% | 15,408 | $777K |
| Caliber Wealth Management, LLC / KS | 0.07% | Reduce -2.3% | 15,229 | $770K |
| Regal Investment Advisors LLC | 0.04% | Add +0.1% | 15,090 | $763K |
| Pallas Capital Advisors LLC | 0.02% | No change | 15,046 | $761K |
| Commerce Advisors, LLC | 0.41% | Reduce -17.2% | 14,976 | $757K |
| Beaumont Financial Advisors, LLC | 0.05% | Reduce -30.4% | 14,952 | $756K |
| Adelphi Trust Co | 0.50% | New | 14,880 | $752K |
| Wealth Alliance Advisory Group, LLC | 0.11% | New | 14,830 | $750K |
| Aspen Grove Capital, LLC | 0.11% | Add +208.2% | 14,721 | $744K |
| CX Institutional | 0.02% | Reduce -39.0% | 14,633 | $740K |
| Wilkerson Advisory Group LLC | 0.23% | Reduce -1.1% | 14,547 | $736K |
| GeoWealth Management, LLC | 0.02% | Reduce -5.5% | 14,478 | $732K |
| Latitude Advisors, LLC | 0.29% | Reduce -13.3% | 14,308 | $724K |
| Boyce & Associates Wealth Consulting, Inc. | 0.50% | Reduce -16.9% | 14,143 | $715K |
| Catalyst Private Wealth, LLC | 0.34% | No change | 14,087 | $712K |
| Skyline Advisors, Inc. | 0.22% | Reduce -65.3% | 14,085 | $712K |
| Lunt Capital Management, Inc. | 0.26% | Reduce -9.1% | 14,004 | $708K |
| Bleakley Financial Group, LLC | 0.01% | New | 13,937 | $705K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -4.1% | 13,793 | $698K |
| Access Financial Services, Inc. | 0.23% | Add +11.6% | 13,673 | $691K |
| Waldron Private Wealth LLC | 0.02% | No change | 13,624 | $689K |
| Integrated Advisors Network LLC | 0.03% | Reduce -52.5% | 13,446 | $680K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -12.9% | 13,308 | $673K |
| Lineweaver Wealth Advisors, LLC | 0.08% | Add +5.9% | 13,302 | $673K |
| Private Client Services, LLC | 0.18% | Add +15.1% | 13,290 | $672K |
| Sowa Financial Group, Inc. | 0.31% | Add +2.3% | 13,208 | $668K |
| IMA Advisory Services, Inc. | 0.04% | New | 13,200 | $668K |
| HORAN Wealth, LLC | 0.08% | Add +24.1% | 13,192 | $667K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +23.4% | 13,186 | $667K |
| Rasp Wealth Solutions, LLC | 0.22% | — | 12,972 | $656K |
| Brio Consultants, LLC | 0.08% | Reduce -0.9% | 12,903 | $653K |
| Safeguard Investment Advisory Group, LLC | 0.15% | New | 12,827 | $649K |
| Alliance Wealth Advisors, LLC | 0.12% | Add +12.8% | 12,566 | $635K |
| PFG Advisors | 0.03% | Reduce -10.3% | 12,554 | $635K |
| Discipline Wealth Solutions, LLC | 0.06% | Add +121.8% | 12,485 | $631K |
| Harpswell Capital Advisors, LLC | 0.40% | Reduce -0.7% | 12,399 | $627K |
| Clear Trail Advisors, LLC | 0.10% | Add +74.6% | 12,354 | $625K |
| Bluespring Wealth Management, LLC | 0.01% | New | 12,334 | $624K |
| Byrne Financial Freedom, LLC | 0.24% | Reduce -2.7% | 12,297 | $622K |
| First Hawaiian Bank | 0.08% | No change | 12,266 | $620K |
| Ridge Creek Global, Inc | 0.47% | Reduce -24.5% | 12,057 | $610K |
| GEM Asset Management, LLC | 0.24% | Reduce -25.6% | 12,019 | $608K |
| AGH Wealth Advisors, LLC | 0.38% | No change | 12,000 | $607K |
| TBH Global Asset Management, LLC | 0.11% | Reduce -7.6% | 11,997 | $607K |
| Marble Wealth, LLC | 0.09% | Add +51.7% | 11,977 | $606K |
| J Hagan Capital, Inc. | 0.28% | Reduce -1.4% | 11,968 | $605K |
| Argent Trust Co | 0.02% | Reduce -4.4% | 11,818 | $598K |
| RMR Wealth Builders | 0.04% | Add +1.0% | 11,786 | $596K |
| Ridgeline Wealth, LLC | 0.35% | New | 11,775 | $595K |
| Lifeworks Advisors, LLC | 0.06% | Add +85.3% | 11,744 | $594K |
| Marino, Stram & Associates LLC | 0.09% | Reduce -35.8% | 11,573 | $585K |
| Titleist Asset Management, LLC | 0.04% | New | 11,514 | $582K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -19.8% | 11,477 | $580K |
| McCartney Wealth Management LLC | 0.44% | No change | 11,457 | $579K |
| Nicholson Meyer Capital Management, Inc. | 0.38% | Reduce -49.1% | 11,337 | $573K |
| SHP Wealth Management | 0.04% | Reduce -3.9% | 11,328 | $573K |
| Prossimo Advisors, LLC | 3.28% | No change | 11,248 | $569K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -6.6% | 11,183 | $566K |
| GAMCO Investors | 0.01% | Reduce -95.2% | 11,181 | $565K |
| E6 Portfolios, LLC | 0.45% | New | 11,149 | $564K |
| Pinion Investment Advisors, LLC | 0.11% | Add +0.9% | 11,096 | $561K |
| Chapin Davis, Inc. | 0.10% | No change | 11,095 | $561K |
| Emerald Advisors, LLC | 0.07% | Add +83.8% | 11,046 | $559K |
| Security Financial Services, INC. | 0.08% | Reduce -11.4% | 11,038 | $558K |
| Lee Financial Co | 0.07% | Add +5.0% | 10,980 | $555K |
| B & T Capital Management DBA Alpha Capital Management | 0.07% | Reduce -0.9% | 10,900 | $551K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -7.8% | 10,843 | $548K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -11.2% | 10,781 | $545K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -5.4% | 10,780 | $545K |
| Wiregrass Investment Management LLC | 0.37% | Reduce -0.3% | 10,770 | $545K |
| Rose Capital Advisors LLC | 0.29% | — | 10,742 | $543K |
| Flputnam Investment Management Co. | 0.01% | Add +12.1% | 10,726 | $542K |
| Carter Financial, LLC | 0.40% | No change | 10,602 | $536K |
| M Holdings Securities, Inc. | 0.07% | Reduce -8.2% | 10,577 | $535K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +2.4% | 10,550 | $534K |
| Rossby Financial, LCC | 0.10% | Add +1.4% | 10,478 | $530K |
| Hopwood Nicholas Hunter | 0.14% | Reduce -40.0% | 10,447 | $528K |
| Hicks Capital Management LLC | 0.43% | Reduce -2.7% | 10,415 | $527K |
| Sterling Investment Counsel, LLC | 0.12% | Reduce -27.4% | 10,386 | $525K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -79.0% | 10,352 | $524K |
| URS Advisory LLC | 0.29% | Reduce -14.5% | 10,279 | $520K |
| HM Payson & Co. | 0.01% | Add +387.5% | 10,198 | $516K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -3.1% | 10,132 | $512K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -57.4% | 10,000 | $506K |
| Nolet Wealth Management, LLC | 0.28% | Reduce -66.9% | 9,999 | $506K |
| Retireful, LLC | 0.47% | Add +5.0% | 9,986 | $505K |
| Logan Capital Management Inc. | 0.02% | — | 9,953 | $503K |
| Delta Investment Management, LLC | 0.08% | Reduce -36.6% | 9,900 | $501K |
| Glenview Trust Co | 0.01% | No change | 9,788 | $495K |
| Heck Capital Advisors, LLC | 0.03% | Add +31.4% | 9,747 | $493K |
| MPWM Advisory Solutions, LLC | 0.22% | Reduce -0.8% | 9,579 | $484K |
| Mittelman Wealth Management | 0.32% | Reduce -61.8% | 4,016 | $483K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.8% | 9,498 | $480K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 9,442 | $477K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -88.8% | 9,432 | $477K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +41.4% | 9,426 | $477K |
| Alhambra Investment Management LLC | 0.21% | Reduce -5.1% | 9,362 | $473K |
| Proffitt & Goodson Inc. | 0.06% | Add +5.7% | 9,322 | $471K |
| Bell Bank | 0.02% | No change | 9,259 | $468K |
| Tobias Financial Advisors, Inc. | 0.06% | Reduce -0.3% | 9,235 | $467K |
| Orcam Financial Group | 0.23% | New | 9,113 | $461K |
| Five Oceans Advisors | 0.15% | Reduce -1.5% | 9,070 | $459K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +5.6% | 9,063 | $458K |
| Redwood Family Wealth LLC | 0.41% | Add +95.2% | 9,060 | $458K |
| Oxinas Partners, LLC | 0.18% | Reduce -4.1% | 8,986 | $454K |
| Fiduciary Trust Co | 0.00% | Add +1.4% | 8,949 | $453K |
| Johnson Investment Counsel Inc. | 0.00% | Add +6.3% | 8,933 | $452K |
| Sax Wealth Advisors, LLC | 0.02% | Add +16.5% | 8,922 | $452K |
| Viewpoint Investment Partners Corp. | 0.15% | New | 8,700 | $440K |
| TMB Capital Partners, LLC | 0.14% | No change | 8,673 | $439K |
| Boyum Wealth Architects LLC | 0.17% | Reduce -18.2% | 8,694 | $439K |
| Wellment Financial | 0.50% | Reduce -0.2% | 8,621 | $436K |
| Potentia Wealth | 0.18% | Reduce -79.5% | 8,611 | $435K |
| Bessemer Group Inc. | 0.00% | Add +7.7% | 8,593 | $435K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | New | 8,466 | $428K |
| Liberty Wealth Management LLC | 0.05% | No change | 8,438 | $427K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | No change | 8,419 | $426K |
| Rialto Wealth Management, LLC | 0.08% | Reduce -1.7% | 8,389 | $424K |
| Red Reef Advisors LLC | 0.39% | Add +1.0% | 8,357 | $423K |
| Larch Capital Partners LLC | 0.06% | No change | 8,262 | $418K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +0.9% | 8,193 | $414K |
| BNB Wealth Management, LLC | 0.23% | No change | 8,193 | $414K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 8,171 | $413K |
| Gill Capital Partners, LLC | 0.11% | Add +20.4% | 8,151 | $412K |
| Gerald Baker Financial Group LLC | 0.12% | Add +1.0% | 8,127 | $411K |
| Perspective Wealth Advisors LLC | 0.23% | New | 8,102 | $410K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | Add +66.6% | 8,099 | $410K |
| Koss-Olinger Consulting, LLC | 0.03% | Add +0.9% | 8,054 | $407K |
| Keybank National Association | 0.00% | Add +51.8% | 7,909 | $400K |
| Gimbal Financial | 0.25% | — | 7,862 | $398K |
| Mma Asset Management LLC | 0.13% | Reduce -5.2% | 7,831 | $396K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +8.5% | 7,821 | $395K |
| Regions Financial Corp. | 0.00% | New | 7,750 | $392K |
| Unique Wealth, LLC | 0.05% | Add +21.9% | 7,728 | $391K |
| IFC & Insurance Marketing, Inc. | 0.34% | Reduce -6.8% | 7,686 | $389K |
| Platt Wealth Management LLC | 0.31% | Reduce -0.8% | 7,592 | $383K |
| Moors & Cabot, Inc. | 0.01% | Reduce -40.1% | 7,552 | $382K |
| Baker Ellis Asset Management LLC | 0.04% | Reduce -6.8% | 7,527 | $381K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -5.8% | 7,511 | $380K |
| Stone Wealth Partners | 0.28% | New | 7,470 | $378K |
| One Degree Advisors Inc | 0.08% | Reduce -2.2% | 7,432 | $374K |
| Centerpoint Advisory Group | 0.24% | Reduce -2.7% | 7,395 | $374K |
| Ballast Financial Advisors LLC | 0.34% | Add +2.2% | 7,370 | $373K |
| Winnacle Wealth LLC | 0.25% | New | 7,289 | $369K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -9.1% | 7,208 | $364K |
| World Equity Group, Inc. | 0.08% | Add +2.2% | 7,171 | $363K |
| Evergreen Wealth Partners LLC | 0.22% | Reduce -74.2% | 7,127 | $360K |
| LaSalle St. Investment Advisors, LLC | 0.04% | Add +4.6% | 7,111 | $360K |
| Aurdan Capital Management, LLC | 0.09% | Add +58.3% | 7,033 | $356K |
| Argos Wealth Advisors, LLC | 0.09% | Add +24.3% | 7,030 | $356K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -73.5% | 6,999 | $354K |
| Montecito Bank & Trust | 0.05% | Add +9.4% | 6,993 | $354K |
| Andrew Hill Investment Advisors, Inc. | 0.26% | Reduce -4.2% | 6,954 | $352K |
| Arlington Trust Co LLC | 0.03% | New | 6,927 | $350K |
| Brown Miller Wealth Management, LLC | 0.09% | Add +0.8% | 6,897 | $349K |
| Elevated Financial Group LLC | 0.10% | Reduce -3.0% | 6,834 | $346K |
| Stone Summit Wealth LLC | 0.09% | Add +1.5% | 6,820 | $345K |
| Flagstar Securities, Inc. | 0.10% | Add +1.0% | 6,816 | $345K |
| Slow Capital, Inc. | 0.04% | Reduce -76.0% | 6,803 | $344K |
| RCW Management, LLC | 0.31% | No change | 6,745 | $341K |
| Cibc World Market Inc. | 0.00% | Reduce -7.3% | 6,643 | $336K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +2.6% | 6,590 | $333K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +2.6% | 6,590 | $333K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.07% | Add +21.9% | 6,561 | $332K |
| Redwood Financial Network Corp | 0.18% | Reduce -3.0% | 6,508 | $329K |
| Fiduciary Alliance LLC | 0.02% | Reduce -9.7% | 6,485 | $328K |
| Centurion Wealth Management LLC | 0.08% | Reduce -24.4% | 6,468 | $327K |
| Kintra Wealth, LLC | 0.02% | Add +10.1% | 6,455 | $326K |
| Ironvine Capital Partners, LLC | 0.03% | No change | 6,441 | $326K |
| Balefire, LLC | 0.05% | Reduce -3.0% | 6,428 | $325K |
| Innovative Asset Advisors Group, LLC | 0.14% | Reduce -0.2% | 6,425 | $325K |
| Childress Capital Advisors, LLC | 0.05% | Reduce -4.1% | 6,414 | $324K |
| EPG Wealth Management LLC | 0.08% | Add +0.5% | 6,384 | $323K |
| Elevation Wealth Management LLC | 0.24% | Reduce -7.5% | 6,357 | $321K |
| Continuum Wealth Advisors, LLC | 0.11% | Reduce -52.4% | 6,342 | $321K |
| Inscription Capital, LLC | 0.03% | Add +5.0% | 6,332 | $320K |
| Slagle Financial, LLC | 0.10% | Add +8.5% | 6,330 | $320K |
| Maia Wealth LLC | 0.05% | Reduce -23.5% | 6,329 | $320K |
| Transamerica Financial Advisors, LLC | 0.03% | New | 6,326 | $320K |
| Ankerstar Wealth, LLC | 0.27% | Reduce -0.9% | 6,325 | $320K |
| Sandy Cove Advisors, LLC | 0.08% | Reduce -37.4% | 6,305 | $319K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +37.5% | 6,300 | $319K |
| HighPoint Advisor Group LLC | 0.01% | Add +40.1% | 6,279 | $318K |
| SouthState Bank Corp | 0.01% | Reduce -86.3% | 6,265 | $317K |
| VestGen Advisors, LLC | 0.01% | Add +7.7% | 6,261 | $317K |
| Larson Financial Group LLC | 0.01% | Reduce -97.6% | 6,190 | $313K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 6,164 | $312K |
| Modera Wealth Management, LLC | 0.00% | No change | 6,106 | $309K |
| Diversified Portfolios, Inc. | 0.02% | Reduce -10.9% | 6,105 | $309K |
| Harbor Investment Advisory, LLC | 0.02% | Add +96.3% | 6,090 | $308K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | New | 6,063 | $307K |
| Global Strategic Investment Solutions, LLC | 0.03% | Add +0.8% | 6,041 | $306K |
| Cambient Family Office, LLC | 0.04% | New | 6,032 | $305K |
| Icon Wealth Advisors, LLC | 0.02% | New | 6,023 | $305K |
| Gemmer Asset Management LLC | 0.02% | No change | 6,000 | $303K |
| BostonPremier Wealth LLC | 0.13% | Reduce -5.7% | 5,893 | $298K |
| NBH Bank | 0.13% | — | 5,874 | $297K |
| NCM Capital Management, LLC | 0.09% | No change | 5,848 | $296K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -12.1% | 5,793 | $293K |
| Guerra Pan Advisors, LLC | 0.16% | Reduce -14.8% | 5,776 | $292K |
| Atticus Wealth Management, LLC | 0.07% | Reduce -0.2% | 5,775 | $292K |
| Live Oak Investment Partners | 0.16% | No change | 5,758 | $291K |
| Milestone Asset Management Group, LLC | 0.14% | Add +0.9% | 5,694 | $288K |
| Aull & Monroe Investment Management Corp | 0.12% | No change | 5,690 | $288K |
| PlanVest Financial, Inc | 0.19% | Reduce -11.5% | 5,611 | $284K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 5,599 | $283K |
| Harmony Asset Management LLC | 0.08% | No change | 5,542 | $280K |
| Fagan Associates, Inc. | 0.03% | No change | 5,460 | $276K |
| InTrack Investment Management Inc | 0.14% | No change | 5,459 | $276K |
| OneAscent Family Office, LLC | 0.14% | Add +5.3% | 5,453 | $276K |
| Oak Barrel Wealth Advisory LLC | 0.12% | — | 5,441 | $275K |
| Pinnacle Financial Group, LLC / IL | 0.07% | New | 5,415 | $274K |
| SVB Wealth LLC | 0.02% | Reduce -0.1% | 5,363 | $271K |
| WealthCare Investment Partners, LLC | 0.07% | Add +6.7% | 5,335 | $270K |
| Csenge Advisory Group | 0.01% | Reduce -4.4% | 5,321 | $269K |
| Morey & Quinn Wealth Partners, LLC | 0.17% | Add +3.5% | 5,298 | $268K |
| Nest Investments, LLC | 0.20% | New | 5,295 | $268K |
| Addison Capital Co | 0.04% | New | 5,295 | $268K |
| Freestone Capital Holdings, LLC | 0.01% | New | 5,289 | $267K |
| Lakeridge Wealth Management LLC | 0.10% | Add +9.2% | 5,262 | $266K |
| Master's Wealth Management Inc. | 0.08% | Reduce -6.1% | 5,205 | $263K |
| Morris Financial Concepts, Inc. | 0.08% | Add +1.7% | 5,205 | $263K |
| Everest Financial Group LLC | 0.04% | Reduce -3.9% | 5,189 | $262K |
| Strategic Financial Concepts, LLC | 0.08% | Reduce -67.1% | 5,189 | $262K |
| BlackDiamond Wealth Management, LLC | 0.11% | Reduce -7.0% | 5,177 | $261K |
| Riverstone Advisors, LLC | 0.11% | Add +0.3% | 5,149 | $260K |
| Sincerus Advisory, LLC | 0.18% | Add +13.0% | 5,109 | $258K |
| CDKV Holdings LLC | 0.20% | Reduce -28.4% | 5,101 | $258K |
| Archer Investment Corp | 0.05% | Add +154.9% | 5,075 | $257K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -6.1% | 5,073 | $257K |
| Fortis Group Advisors, LLC | 0.04% | Reduce -29.6% | 5,059 | $256K |
| Carrera Capital Advisors | 0.04% | Reduce -0.6% | 5,050 | $255K |
| Leslie Global Wealth, LLC | 0.10% | Add +17.5% | 4,940 | $250K |
| Crux Wealth Advisors | 0.09% | New | 4,936 | $250K |
| RVW Wealth, LLC | 0.02% | Reduce -96.2% | 4,908 | $248K |
| Acima Private Wealth, LLC | 0.07% | Reduce -34.4% | 4,903 | $248K |
| Cherry Creek Investment Advisors, Inc. | 0.10% | Reduce -1.5% | 4,873 | $246K |
| LongView Wealth Management | 0.06% | Reduce -1.6% | 4,831 | $244K |
| Terril Brothers, Inc. | 0.06% | No change | 4,800 | $243K |
| Shufro Rose & Co. LLC | 0.01% | Reduce -0.2% | 4,800 | $243K |
| PMV Capital Advisers, LLC | 0.36% | Add +0.7% | 4,795 | $243K |
| Turn8 Private Wealth Inc. | 0.16% | Reduce -49.5% | 4,784 | $242K |
| Legacy Wealth Partners, LLC | 0.05% | Add +13.8% | 4,782 | $242K |
| National Bank of Canada | 0.00% | Reduce -86.5% | 4,788 | $242K |
| RFG Advisory, LLC | 0.00% | New | 4,778 | $242K |
| Haverford Trust Co | 0.00% | Reduce -17.2% | 4,762 | $241K |
| ETF Store, Inc. | 0.20% | Add +1.9% | 4,748 | $240K |
| Benchmark Financial Wealth Advisors, LLC | 0.06% | Reduce -29.6% | 4,748 | $240K |
| Aua Capital Management, LLC | 0.11% | No change | 4,672 | $236K |
| IFG Advisors, LLC | 0.03% | Add +5.9% | 4,649 | $235K |
| Hall Laurie J Trustee | 0.07% | No change | 4,630 | $234K |
| Pathstone Holdings, LLC | 0.00% | Add +4.5% | 4,609 | $233K |
| Aspen Investment Management Inc | 0.06% | New | 4,578 | $232K |
| Crumly & Associates Inc. | 0.04% | Reduce -90.3% | 4,562 | $231K |
| Troutman Wealth Management, LLC | 0.18% | Reduce -1.2% | 4,539 | $230K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,531 | $229K |
| Integrated Capital Management, LLC | 0.08% | Reduce -13.9% | 4,503 | $228K |
| Wellington Shields Capital Management, LLC | 0.03% | Reduce -10.0% | 4,500 | $228K |
| K2 Financial Inc. | 0.16% | Reduce -1.4% | 4,473 | $226K |
| Albion Financial Group | 0.01% | Reduce -32.1% | 4,451 | $225K |
| RMG Wealth Management LLC | 0.02% | New | 4,366 | $220K |
| Prentice Wealth Management LLC | 0.05% | Reduce -18.5% | 4,336 | $219K |
| Resurgent Financial Advisors LLC | 0.06% | New | 4,318 | $218K |
| Fisher Asset Management | 0.00% | New | 4,295 | $217K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -20.9% | 4,228 | $214K |
| Etesian Wealth Advisors, Inc. | 0.06% | Reduce -3.0% | 4,204 | $213K |
| SYM FINANCIAL Corp | 0.02% | Add +2.3% | 4,195 | $212K |
| Hills Bank & Trust Co | 0.01% | No change | 4,174 | $211K |
| Muirfield Wealth Advisors LLC | 0.14% | Add +2.3% | 4,164 | $211K |
| Planning Alternatives Ltd. | 0.02% | No change | 4,157 | $210K |
| Visionary Wealth Advisors | 0.01% | New | 4,152 | $210K |
| Sunflower Bank, N.A. | 0.05% | No change | 4,115 | $208K |
| Guided Capital Wealth Management, LLC | 0.12% | New | 4,112 | $208K |
| Tectonic Advisors LLC | 0.01% | New | 4,097 | $207K |
| Courier Capital LLC | 0.01% | New | 4,087 | $207K |
| Sound Income Strategies, LLC | 0.01% | Add +5.0% | 4,074 | $206K |
| Evolution Wealth Management Inc. | 0.12% | Reduce -18.0% | 4,051 | $205K |
| Kathmere Capital Management, LLC | 0.01% | No change | 4,039 | $204K |
| IVC Wealth Advisors LLC | 0.08% | No change | 4,015 | $203K |
| Strong Retirement Solutions LLC | 0.12% | Reduce -81.9% | 4,002 | $202K |
| Hubbell Strickland Wealth Management, LLC | 0.07% | Add +1.0% | 4,001 | $202K |
| LBMC Investment Advisors, LLC | 0.01% | New | 4,000 | $202K |
| Angeles Wealth Management, LLC | 0.01% | No change | 4,000 | $202K |
| Front Row Advisors LLC | 0.06% | No change | 4,000 | $202K |
| Trust Co | 0.02% | Reduce -31.0% | 3,979 | $201K |
| Venturi Wealth Management, LLC | 0.01% | No change | 3,970 | $201K |
| Canton Hathaway, LLC | 0.04% | No change | 3,953 | $200K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,781 | $191K |
| Hurley Capital, LLC | 0.10% | Reduce -3.5% | 3,765 | $190K |
| Atwood & Palmer Inc. | 0.01% | No change | 3,500 | $177K |
| Barrett & Company, Inc. | 0.05% | No change | 3,475 | $176K |
| Millstone Evans Group, LLC | 0.09% | Reduce -59.7% | 3,412 | $173K |
| BlackRock, Inc. | 0.00% | Reduce -21.5% | 3,219 | $163K |
| First Horizon Corp. | 0.01% | Reduce -8.7% | 3,158 | $160K |
| WPG Advisers, LLC | 0.09% | Reduce -0.1% | 3,127 | $158K |
| Fairway Wealth LLC | 0.03% | Reduce -14.2% | 2,984 | $151K |
| Sankala Group LLC | 0.10% | Add +0.3% | 2,894 | $146K |
| Ameriflex Group, Inc. | 0.06% | Add +109.1% | 2,865 | $145K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +10255.6% | 2,796 | $141K |
| PFS Partners, LLC | 0.06% | No change | 2,766 | $140K |
| Harbor Asset Planning, Inc. | 0.10% | Reduce -18.8% | 2,734 | $138K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -66.0% | 2,674 | $135K |
| Kingdom Financial Group LLC. | 0.03% | Add +14.0% | 2,560 | $129K |
| Blueline Advisors LLC | 0.09% | Reduce -5.2% | 2,514 | $127K |
| Main Management LLC | 0.01% | Add +15.1% | 2,495 | $126K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 2,445 | $124K |
| Financial Network Wealth Advisors LLC | 0.12% | Add +13.7% | 2,418 | $122K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -28.4% | 2,241 | $113K |
| Capital Investment Counsel, Inc | 0.01% | No change | 2,207 | $112K |
| Cape Investment Advisory, Inc. | 0.03% | New | 2,160 | $109K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -49.8% | 2,114 | $107K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,013 | $102K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 1,966 | $99K |
| Peck Wealth Management, LLC | 0.08% | No change | 1,958 | $99K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -62.9% | 1,825 | $92K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.6% | 1,822 | $92K |
| HFM Investment Advisors, LLC | 0.03% | Reduce -19.0% | 1,785 | $90K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.3% | 1,711 | $87K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,652 | $84K |
| Brentview Investment Management LLC | 0.03% | No change | 1,500 | $76K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,427 | $72K |
| Aventura Private Wealth, LLC | 0.02% | Add +16.8% | 1,422 | $72K |
| Whittier Trust Co. | 0.00% | Add +38.4% | 1,384 | $70K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,263 | $64K |
| Maseco LLP | 0.00% | No change | 1,224 | $62K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 1,200 | $60K |
| GGM Financial LLC | 0.02% | New | 1,186 | $60K |
| Wagner Wealth Management, LLC | 0.01% | Reduce -7.8% | 1,176 | $59K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -39.3% | 1,074 | $54K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -54.4% | 1,066 | $54K |
| Winch Advisory Services, LLC | 0.01% | No change | 1,039 | $53K |
| Strive Financial Group ,LLC | 0.02% | Reduce -1.8% | 1,013 | $51K |
| Abound Wealth Management | 0.01% | Add +1963.3% | 1,011 | $51K |
| Rossmore Private Capital | 0.00% | No change | 1,000 | $51K |
| Ascentis Independent Advisors | 0.13% | Reduce -98.5% | 986 | $50K |
| Toth Financial Advisory Corp. | 0.00% | Add +0.8% | 917 | $46K |
| Flagship Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 897 | $45K |
| St Germain D J Co. Inc. | 0.00% | Reduce -47.5% | 876 | $44K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -61.7% | 861 | $44K |
| Versant Capital Management, Inc | 0.00% | No change | 858 | $43K |
| Nemes Rush Group LLC | 0.00% | No change | 846 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 837 | $42K |
| TD Private Client Wealth LLC | 0.00% | Reduce -26.9% | 765 | $39K |
| Allied Private Wealth LLC | 0.02% | — | 751 | $38K |
| Barnes Dennig Private Wealth Management LLC | 0.03% | No change | 732 | $37K |
| Bogart Wealth, LLC | 0.00% | No change | 706 | $36K |
| American National Bank & Trust | 0.00% | Reduce -53.3% | 690 | $35K |
| Beacon Financial Strategies CORP | 0.02% | New | 668 | $34K |
| Harborfront Financial Group LLC | 0.12% | — | 652 | $33K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -1.4% | 616 | $31K |
| Copia Wealth Management | 0.02% | No change | 592 | $30K |
| Strengthening Families & Communities, LLC | 0.01% | New | 555 | $28K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -12.0% | 520 | $26K |
| Chelsea Counsel Co. | 0.01% | No change | 485 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 451 | $23K |
| Signature Resources Capital Management, LLC | 0.01% | New | 433 | $22K |
| Tucker Asset Management LLC | 0.01% | No change | 419 | $21K |
| McDonald Partners LLC | 0.00% | New | 400 | $20K |
| Community Bank, N.A. | 0.00% | No change | 400 | $20K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 391 | $20K |
| LifeSteps Financial, Inc. | 0.01% | New | 370 | $19K |
| Hughes Financial Services, LLC | 0.00% | No change | 335 | $17K |
| Coston, McIsaac & Partners | 0.00% | No change | 336 | $16K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 304 | $15K |
| Oakworth Capital, Inc. | 0.00% | Reduce -91.1% | 292 | $15K |
| Eukles Asset Management | 0.01% | No change | 280 | $14K |
| Compass Financial Management LLC | 0.00% | — | 268 | $14K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 255 | $13K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 250 | $13K |
| Comprehensive Financial Planning, Inc. | 0.01% | Add +1.2% | 249 | $13K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 241 | $12K |
| FWL Investment Management, LLC | 0.00% | No change | 232 | $12K |
| Cardiff Park Advisors, LLC | 0.00% | Add +1.0% | 200 | $10K |
| Crews Bank & Trust | 0.00% | New | 200 | $10K |
| Deseret Mutual Benefit Administrators | 0.00% | No change | 195 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | New | 173 | $9K |
| Investors Research Corp | 0.00% | No change | 172 | $9K |
| Silver Grove Financial Group, Inc. | 0.00% | Reduce -3.6% | 159 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 150 | $8K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -33.3% | 150 | $8K |
| Financial Life Planners | 0.00% | Reduce -10.2% | 141 | $7K |
| Basepoint Wealth LLC | 0.00% | Reduce -12.1% | 131 | $7K |
| Consultiva Wealth Management, Corp. | 0.01% | No change | 120 | $6K |
| Highland Investment Advisors LLC | 0.00% | — | 120 | $6K |
| Vanguard Advisers Inc. | 0.00% | New | 114 | $6K |
| Synergy Investment Management, LLC | 0.00% | New | 104 | $5K |
| Hilltop National Bank | 0.00% | No change | 97 | $5K |
| Maryland Capital Advisors Inc. | 0.00% | — | 94 | $5K |
| Operose Advisors LLC | 0.00% | Add +51.6% | 94 | $5K |
| Centerpoint Advisors, LLC | 0.00% | Add +102.6% | 77 | $4K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.4% | 73 | $4K |
| Arvest Investments, Inc. | 0.00% | No change | 63 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 62 | $3K |
| Rakuten Securities, Inc. | 0.00% | No change | 50 | $3K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -36.0% | 48 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 40 | $2K |
| Vima LLC | 0.00% | — | 39 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 37 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 31 | $2K |
| LRI Investments, LLC | 0.00% | No change | 25 | $1K |
| Mather Group, Llc. | 0.00% | No change | 25 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 18 | $910 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 18 | $900 |
| Meramec Financial Planners, LLC | 0.00% | Add +125.0% | 18 | $892 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 13 | $655 |
| Portfolio Resources Advisor Group, Inc. | 0.00% | Reduce -73.2% | 11 | $556 |
| Asset Dedication, LLC | 0.00% | Reduce -94.0% | 10 | $525 |
| Wolff Wiese Magana LLC | 0.00% | New | 10 | $506 |
| JPL Wealth Management, LLC | 0.00% | New | 8 | $405 |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 8 | $405 |
| GAMMA Investing LLC | 0.00% | No change | 6 | $303 |
| Russell Investments Group, Ltd. | 0.00% | Add +200.0% | 3 | $168 |
| Sage Mountain Advisors LLC | 0.00% | New | 1 | $51 |
| RHL Group, LLC | 0.00% | Reduce -94.1% | 1 | $51 |
"% of holder's portfolio" is JPST's weight in each manager's 13F, not the share of JPMorgan Ultra-Short Income the manager owns.