Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q2 2024 (June 30)757holders +32
73new positions
43sold out
5famous investors
$54.49avg. 13F price*
At the end of Q2 2024, 757 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 32 from Q1 2024. 73 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($3.5B), Morgan Stanley ($1.5B) and LPL Financial LLC ($1.0B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q2 2024)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $104.8M |
| Exits | 43 | $74.1M |
All 13F filers, Q1 2024 → Q2 2024: 27,509,824 shares bought and 4,793,819 shares sold, net +22,716,005 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| Bank of America Corp. | 0.33% | Add +4.0% | 63,633,916 | $3.5B |
| Morgan Stanley | 0.12% | Add +10.4% | 27,599,530 | $1.5B |
| LPL Financial LLC | 0.51% | Add +13.3% | 18,634,558 | $1.0B |
| Northwestern Mutual Wealth Management Co. | 0.76% | Add +6.1% | 14,167,840 | $772.0M |
| Wells Fargo & Company | 0.16% | Add +9.9% | 11,308,999 | $616.2M |
| Osaic Holdings, Inc. | 1.13% | Reduce -2.4% | 8,759,115 | $477.2M |
| Ameriprise Financial Inc. | 0.13% | Add +26.8% | 8,732,917 | $475.8M |
| UBS Group AG | 0.14% | Add +11.3% | 8,526,693 | $464.6M |
| Raymond James & Associates | 0.24% | Add +5.5% | 6,732,234 | $366.8M |
| Raymond James Financial Services Advisors, Inc. | 0.52% | Add +4.0% | 6,731,230 | $366.8M |
| Envestnet Asset Management Inc. | 0.12% | Add +25.0% | 6,404,489 | $349.0M |
| Royal Bank of Canada | 0.07% | Add +7.9% | 5,699,803 | $310.6M |
| Commonwealth Equity Services, LLC | 0.42% | Add +12.4% | 4,860,894 | $264.9M |
| Cambridge Investment Research Advisors, Inc. | 0.88% | Add +8.9% | 4,353,982 | $237.2M |
| Cetera Investment Advisers | 0.55% | Add +12.4% | 4,347,535 | $236.9M |
| Annex Advisory Services, LLC | 4.74% | Add +0.2% | 2,467,920 | $134.5M |
| MML Investors Services, LLC | 0.46% | Add +15.9% | 2,106,121 | $114.8M |
| Wealth Enhancement Advisory Services, LLC | 0.23% | Add +16.9% | 1,776,432 | $96.8M |
| HighTower Advisors, LLC | 0.15% | Add +7.3% | 1,729,364 | $94.2M |
| Kestra Advisory Services, LLC | 0.52% | Add +13.0% | 1,707,469 | $93.0M |
| Stifel Financial Corp. | 0.10% | Add +5.8% | 1,695,050 | $92.4M |
| Avantax Advisory Services, Inc. | 0.65% | Add +42.0% | 1,682,473 | $91.7M |
| Carlson Capital Management | 4.20% | Add +2.8% | 1,637,390 | $89.2M |
| Janney Montgomery Scott LLC | 0.26% | Add +2.4% | 1,552,996 | $84.6M |
| Requisite Capital Management, LLC | 15.53% | Add +8.5% | 1,250,778 | $68.5M |
| Baird Financial Group, Inc. | 0.13% | Add +14.2% | 1,142,442 | $62.3M |
| Sanctuary Advisors, LLC | 0.45% | — | 1,114,829 | $61.9M |
| Axxcess Wealth Management, LLC | 1.62% | Add +3.4% | 1,091,029 | $59.5M |
| Orion Porfolio Solutions, LLC | 0.59% | Add +4.3% | 1,026,241 | $55.9M |
| Orion Portfolio Solutions, LLC | 0.59% | Add +4.3% | 1,026,241 | $55.9M |
| Focus Partners Wealth | 0.18% | Add +13.8% | 986,295 | $53.7M |
| Rockefeller Capital Management L.P. | 0.15% | Reduce -5.8% | 970,557 | $52.9M |
| Traphagen Investment Advisors LLC | 5.70% | Add +1.5% | 963,783 | $52.5M |
| Truist Financial Corp. | 0.07% | Add +150.4% | 902,091 | $49.2M |
| Steward Partners Investment Advisory, LLC | 0.52% | Add +11.1% | 901,870 | $49.1M |
| Mariner, LLC | 0.09% | Add +1.4% | 889,370 | $48.5M |
| Equitable Holdings, Inc. | 0.50% | Add +3.4% | 875,567 | $47.7M |
| Private Advisor Group, LLC | 0.32% | Add +6.4% | 868,550 | $47.3M |
| Capital Asset Advisory Services LLC | 2.53% | Reduce -18.4% | 875,062 | $46.8M |
| Atria Wealth Solutions, Inc. | 0.51% | Add +14.9% | 848,359 | $46.3M |
| Sfmg, LLC | 3.95% | Add +1.1% | 834,251 | $45.5M |
| Northeast Financial Consultants Inc | 2.08% | Add +0.9% | 830,353 | $45.2M |
| Intelligence Driven Advisers, LLC | 6.41% | Reduce -5.0% | 830,070 | $45.2M |
| RVW Wealth, LLC | 4.31% | Add +3.8% | 793,331 | $43.2M |
| O'Brien Wealth Partners LLC | 9.26% | Add +0.6% | 756,150 | $41.2M |
| Corient Private Wealth LP | 0.07% | Add +4.0% | 738,114 | $39.4M |
| Evensky & Katz LLC | 2.71% | Add +2.3% | 715,572 | $39.0M |
| Citigroup Inc. | 0.04% | Add +15.2% | 714,259 | $38.9M |
| Oppenheimer & Co. Inc. | 0.62% | Add +6.0% | 711,893 | $38.8M |
| Foundations Investment Advisors, LLC | 0.92% | Add +32.9% | 697,333 | $38.0M |
| Edge Capital Group, LLC | 1.73% | Reduce -3.1% | 656,435 | $35.8M |
| Provident Wealth Management, LLC | 13.04% | Add +12.4% | 654,432 | $35.7M |
| Sigma Planning Corp | 1.09% | Add +5.3% | 633,954 | $34.5M |
| Wilmington Savings Fund Society, FSB | 1.21% | Add +6.4% | 580,551 | $31.6M |
| Wealthcare Advisory Partners LLC | 0.94% | Add +13.1% | 550,647 | $30.0M |
| Affinity Wealth Management LLC | 5.44% | Add +17.8% | 547,235 | $29.8M |
| Hollencrest Capital Management | 1.27% | Add +1.2% | 529,238 | $28.8M |
| Clark Capital Management Group, Inc. | 0.21% | Add +1.2% | 528,368 | $28.8M |
| Correct Capital Wealth Management | 6.63% | Add +79.1% | 520,390 | $28.4M |
| PFG Advisors | 1.91% | Add +1.5% | 519,627 | $28.3M |
| Elevation Point Wealth Partners, LLC | 2.22% | Add +3.3% | 515,019 | $28.1M |
| Cooper Financial Group | 4.12% | Add +18.7% | 514,345 | $28.0M |
| Unique Wealth, LLC | 7.31% | Reduce -4.7% | 512,176 | $27.9M |
| Kestra Private Wealth Services, LLC | 0.54% | Add +41.5% | 494,772 | $27.0M |
| Goldstein Advisors, LLC | 4.50% | Add +2.7% | 493,668 | $26.9M |
| Onyx Bridge Wealth Group LLC | 4.40% | Add +5.6% | 491,844 | $26.8M |
| Retirement Planning Group, LLC | 1.68% | New | 486,012 | $26.5M |
| Brio Consultants, LLC | 4.36% | Reduce -0.9% | 485,012 | $26.4M |
| D.A. Davidson & Co. | 0.23% | Add +13.5% | 484,534 | $26.4M |
| Sage Advisory Services, Ltd.Co. | 7.34% | Add +20.1% | 479,945 | $26.2M |
| Atria Investments, Inc | 0.32% | Add +216.3% | 458,536 | $25.0M |
| Certified Advisory Corp | 3.14% | Add +10.2% | 458,413 | $25.0M |
| Thoroughbred Financial Services, LLC | 1.65% | Add +22.8% | 453,262 | $24.7M |
| WR Wealth Planners, LLC | 7.49% | Reduce -0.5% | 450,573 | $24.6M |
| Comerica Bank | 0.10% | Add +20.9% | 450,277 | $24.5M |
| Grant Street Asset Management, Inc. | 7.65% | Add +2.5% | 447,900 | $24.4M |
| Modern Wealth Management, LLC | 1.78% | Add +1.1% | 442,791 | $24.1M |
| MAI Capital Management | 0.23% | Add +6.5% | 436,341 | $23.8M |
| Wealth Group Ltd | 7.18% | Add +4.0% | 436,099 | $23.8M |
| ODonnell Financial Services, LLC | 10.48% | Add +3.0% | 432,852 | $23.6M |
| Oxford Wealth Group, LLC | 16.16% | Add +50.5% | 431,317 | $23.5M |
| Paragon Capital Management Ltd | 4.31% | Add +2.1% | 430,434 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.1% | 429,492 | $23.4M |
| Wiser Wealth Management, Inc | 7.24% | Reduce -7.4% | 429,170 | $23.4M |
| Independent Financial Group, LLC | 0.93% | Add +10.8% | 427,063 | $23.3M |
| Great Valley Advisor Group, Inc. | 0.65% | Reduce -33.4% | 426,726 | $23.3M |
| 49 Wealth Management, LLC | 4.56% | Add +17.8% | 427,818 | $23.1M |
| Foster Victor Wealth Advisors, LLC | 1.85% | Add +2.9% | 388,554 | $22.1M |
| Cora Capital Advisors LLC | 11.21% | Add +24.2% | 399,442 | $21.8M |
| Teamwork Financial Advisors, LLC | 3.16% | Add +16.4% | 391,442 | $21.3M |
| IAM Advisory, LLC | 5.72% | Reduce -0.9% | 387,595 | $21.1M |
| Bank of New York Mellon Corp | 0.00% | Add +11.8% | 385,575 | $21.0M |
| Harbour Investments, Inc. | 0.70% | Add +20.4% | 380,355 | $20.7M |
| CMC Financial Group | 34.03% | Add +0.7% | 375,641 | $20.5M |
| Captrust Financial Advisors | 0.06% | Reduce -1.0% | 368,627 | $20.1M |
| Aprio Wealth Management, LLC | 3.49% | Reduce -1.8% | 351,217 | $19.1M |
| Apexium Financial, LP | 1.36% | Add +10.3% | 349,670 | $19.1M |
| Smith, Moore & Co. | 1.90% | Reduce -10.0% | 338,641 | $18.5M |
| NewEdge Advisors, LLC | 0.13% | Add +6.2% | 323,749 | $17.6M |
| WealthPLAN Partners, LLC | 1.89% | Add +0.7% | 322,660 | $17.6M |
| Capital Advisors Wealth Management, LLC | 3.47% | Add +9.7% | 322,419 | $17.6M |
| Socha Financial Group, LLC | 8.13% | Reduce -0.3% | 318,689 | $17.4M |
| Pacer Advisors, Inc. | 0.04% | Reduce -9.6% | 318,686 | $17.4M |
| Sanchez Wealth Management Group | 5.62% | Add +2.2% | 318,466 | $17.4M |
| Stratos Wealth Partners, LTD. | 0.28% | Add +3.8% | 311,596 | $17.0M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -16.2% | 311,022 | $16.9M |
| Cerity Partners LLC | 0.05% | Reduce -2.5% | 307,311 | $16.7M |
| Procyon Advisors, LLC | 1.21% | Reduce -18.9% | 298,626 | $16.3M |
| J.W. Cole Advisors, Inc. | 0.76% | Add +6.0% | 297,516 | $16.2M |
| Hudock, Inc. | 3.01% | Add +3.6% | 296,301 | $16.1M |
| Concurrent Investment Advisors, LLC | 0.52% | Add +201.2% | 290,024 | $15.8M |
| Regimen Wealth, LLC | 5.42% | Reduce -0.6% | 288,683 | $15.7M |
| Columbia Advisory Partners LLC | 15.06% | Add +5.7% | 283,232 | $15.4M |
| Jones Financial Companies LLLP | 0.02% | Add +667.2% | 281,595 | $15.3M |
| Mgo One Seven LLC | 0.73% | Reduce -24.6% | 281,002 | $15.3M |
| Csenge Advisory Group | 0.87% | Add +58.9% | 279,906 | $15.3M |
| Sepio Capital, LP | 1.38% | Reduce -19.9% | 275,855 | $15.0M |
| Cwm, LLC | 0.07% | Add +37.9% | 272,777 | $14.9M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +34.5% | 269,498 | $14.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +189.1% | 268,041 | $14.6M |
| Prospera Financial Services Inc | 0.40% | Add +12.9% | 266,681 | $14.5M |
| Financial Partners Group, Inc | 2.27% | Add +14.6% | 263,880 | $14.4M |
| McAlister, Sweet & Associates, Inc. | 10.06% | Add +14.3% | 257,131 | $14.0M |
| Bryn Mawr Trust Advisors, LLC | 0.76% | Add +26.2% | 251,421 | $13.8M |
| Heck Capital Advisors, LLC | 1.69% | Add +16.0% | 248,904 | $13.6M |
| Kraft, Davis & Associates, LLC | 4.11% | Add +100.2% | 236,034 | $13.6M |
| American Planning Services, Inc. | 9.16% | Reduce -5.2% | 238,820 | $13.0M |
| Financial Planning & Information Services, Inc. | 1.96% | Add +8.8% | 235,320 | $12.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.13% | Add +5.3% | 234,243 | $12.8M |
| Ballast, Inc. | 3.91% | Add +1.0% | 232,937 | $12.7M |
| Benchmark Financial Wealth Advisors, LLC | 4.58% | Add +9.7% | 227,122 | $12.4M |
| Patriot Financial Group Insurance Agency, LLC | 1.80% | Reduce -0.9% | 224,279 | $12.2M |
| Moneywise, Inc. | 6.46% | Add +8.6% | 223,851 | $12.2M |
| Holland Advisory Services, Inc. | 15.07% | Reduce -1.4% | 223,827 | $12.2M |
| Financial Advocates Investment Management | 0.75% | Reduce -18.3% | 222,450 | $12.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +13.6% | 220,940 | $12.0M |
| Beaumont Financial Advisors, LLC | 0.95% | Add +12.0% | 218,468 | $11.9M |
| Adapt Wealth Advisors, LLC | 7.42% | Add +3.1% | 217,484 | $11.9M |
| PSI Advisors, LLC | 3.72% | Add +45.7% | 215,918 | $11.8M |
| Principal Securities, Inc. | 0.32% | Add +85.9% | 215,524 | $11.7M |
| DAVENPORT & Co LLC | 0.07% | Add +35.8% | 214,768 | $11.7M |
| Global Retirement Partners, LLC | 0.36% | Add +6.6% | 213,284 | $11.6M |
| Level Four Advisory Services, LLC | 0.52% | Add +165.5% | 212,643 | $11.6M |
| Instrumental Wealth, LLC | 11.82% | Add +8.5% | 204,049 | $11.4M |
| Clay Northam Wealth Management, LLC | 8.65% | Add +1.0% | 209,296 | $11.4M |
| Wedbush Securities Inc. | 0.40% | Add +8.2% | 206,494 | $11.3M |
| Madrona Financial Services, LLC | 3.35% | Add +15.1% | 200,160 | $10.9M |
| Longview Financial Advisors, Inc. | 8.26% | Add +0.2% | 199,377 | $10.9M |
| IHT Wealth Management, LLC | 0.40% | Add +16.1% | 196,591 | $10.7M |
| Owen LaRue, LLC | 6.62% | Add +4.9% | 196,378 | $10.7M |
| Meridian Wealth Management, LLC | 1.26% | New | 192,008 | $10.5M |
| SPC Financial, Inc. | 0.96% | Add +4.8% | 191,141 | $10.4M |
| Creative Financial Designs Inc. | 0.93% | Add +6.8% | 190,623 | $10.4M |
| HBW Advisory Services LLC | 1.69% | Add +25.5% | 187,388 | $10.2M |
| Chicago Wealth Management, Inc. | 5.84% | Add +4.4% | 186,156 | $10.1M |
| Belpointe Asset Management LLC | 0.71% | Add +24.3% | 185,672 | $10.1M |
| Cyr Financial Inc. | 9.99% | — | 183,553 | $10.0M |
| Venture Visionary Partners LLC | 0.47% | Reduce -67.9% | 183,136 | $10.0M |
| Gerber, LLC | 7.83% | Add +29.6% | 182,580 | $9.9M |
| Burns Matteson Capital Management, LLC | 6.20% | Add +14.3% | 181,120 | $9.9M |
| FWG Holdings, LLC | 4.95% | Reduce -13.4% | 175,910 | $9.9M |
| Per Stirling Capital Management, LLC. | 1.57% | Reduce -1.5% | 179,183 | $9.8M |
| Advisory Services Network, LLC | 0.20% | Add +11.4% | 178,560 | $9.7M |
| Cozad Asset Management Inc. | 0.96% | Add +15.7% | 176,482 | $9.6M |
| Plan Group Financial, LLC | 5.81% | Add +4.3% | 174,372 | $9.5M |
| KilterHowling LLC | 6.43% | Add +1.6% | 173,201 | $9.4M |
| Advisory Alpha, LLC | 0.37% | Add +2190.0% | 172,554 | $9.4M |
| Main Street Financial Solutions, LLC | 0.87% | Add +16.0% | 169,494 | $9.2M |
| First Heartland Consultants, Inc. | 0.92% | Add +28.9% | 169,275 | $9.2M |
| Synovus Financial Corp. | 0.12% | Add +151.8% | 167,511 | $9.1M |
| MBL Wealth, LLC | 1.02% | Add +73.1% | 166,778 | $9.1M |
| Altus Wealth Group LLC | 4.52% | Add +81.9% | 165,587 | $9.0M |
| Aspire Wealth Management Corp | 5.12% | Add +25.1% | 164,353 | $9.0M |
| Moneco Advisors, LLC | 1.31% | Add +144.1% | 163,498 | $8.9M |
| Compound Planning, Inc. | 0.66% | Add +52.5% | 162,920 | $8.9M |
| Fifth Third Bancorp | 0.03% | Add +30.9% | 161,927 | $8.8M |
| U.S. Capital Wealth Advisors, LLC | 0.34% | Add +8.0% | 161,195 | $8.8M |
| Pacific Wealth Management | 4.39% | Add +5.3% | 158,359 | $8.6M |
| Investment Advisory Services Inc. /TX | 3.13% | Add +10.3% | 156,851 | $8.5M |
| World Investment Advisors | 0.53% | Reduce -2.1% | 155,860 | $8.5M |
| Aptus Capital Advisors, LLC | 0.16% | Add +14.8% | 155,365 | $8.5M |
| Chicago Partners Investment Group LLC | 0.33% | Reduce -3.3% | 145,987 | $8.4M |
| Echo Wealth Management, LLC | 6.21% | Add +8.1% | 151,197 | $8.2M |
| Swisher Financial Concepts, Inc. | 8.32% | Add +0.7% | 151,975 | $8.2M |
| Stratos Wealth Advisors, LLC | 0.40% | Add +173.1% | 150,023 | $8.2M |
| Clarus Wealth Advisors | 4.27% | Add +0.9% | 149,223 | $8.0M |
| Avaii Wealth Management, LLC | 4.45% | Add +6.3% | 147,204 | $8.0M |
| Ted Buchan & Co | 4.30% | Add +19.7% | 147,081 | $8.0M |
| Geneos Wealth Management Inc. | 0.35% | Add +5.5% | 144,511 | $7.9M |
| LWM Advisory Services, LLC | 6.58% | Add +0.9% | 143,822 | $7.8M |
| Trademark Financial Management, LLC | 6.36% | Reduce -9.9% | 143,249 | $7.8M |
| Aberdeen Group plc | 0.01% | Add +38.5% | 142,281 | $7.8M |
| Integrated Wealth Concepts LLC | 0.11% | Add +17.2% | 142,271 | $7.8M |
| Jefferies Financial Group Inc. | 0.16% | Reduce -2.6% | 141,385 | $7.7M |
| Fermata Advisors, LLC | 1.76% | Reduce -38.9% | 140,767 | $7.7M |
| RFG Advisory, LLC | 0.25% | Reduce -22.5% | 140,523 | $7.7M |
| Oxler Private Wealth LLC | 2.82% | No change | 139,766 | $7.6M |
| EverSource Wealth Advisors, LLC | 0.50% | Reduce -1.0% | 130,192 | $7.5M |
| Clear Creek Financial Management, LLC | 0.89% | Add +9.6% | 135,033 | $7.4M |
| Flagship Harbor Advisors, LLC | 0.44% | Reduce -18.0% | 134,839 | $7.3M |
| Presidio Capital Management, LLC | 5.09% | Reduce -9.9% | 133,516 | $7.3M |
| Concourse Financial Group Securities, Inc. | 0.45% | Reduce -1.2% | 132,669 | $7.3M |
| IFP Advisors, Inc | 0.29% | Reduce -8.3% | 132,246 | $7.2M |
| RiverTree Advisors, LLC | 4.89% | Reduce -7.5% | 131,305 | $7.2M |
| Tamar Securities, LLC | 1.15% | Add +3.7% | 129,420 | $7.1M |
| Citadel Advisors | 0.01% | Reduce -8.6% | 129,215 | $7.0M |
| XML Financial, LLC | 0.71% | Add +30.4% | 129,059 | $7.0M |
| Searcy Financial Services Inc. | 3.50% | Add +1.7% | 128,846 | $7.0M |
| Parcion Private Wealth LLC | 0.64% | New | 127,831 | $7.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -29.3% | 124,966 | $6.8M |
| Mitchell McLeod Pugh & Williams Inc. | 1.53% | Add +8.7% | 123,169 | $6.7M |
| Accordant Advisory Group Inc | 6.45% | Reduce -12.2% | 121,647 | $6.6M |
| Nilsine Partners, LLC | 0.89% | Add +1.6% | 121,380 | $6.6M |
| IVC Wealth Advisors LLC | 3.69% | Add +3.5% | 121,159 | $6.6M |
| Commonwealth Financial Services, LLC | 1.35% | Add +16.7% | 122,797 | $6.6M |
| Mma Asset Management LLC | 3.06% | Add +2.2% | 119,784 | $6.5M |
| Team Financial Group, LLC | 4.16% | Add +3.8% | 118,943 | $6.5M |
| Financial Guidance Group, Inc. | 3.95% | Add +24.5% | 118,046 | $6.4M |
| BlueChip Wealth Advisors LLC | 3.73% | Add +19.1% | 116,090 | $6.3M |
| Modus Advisors, LLC | 2.22% | Add +2.0% | 115,250 | $6.3M |
| HB Wealth Management, LLC | 0.07% | Reduce -23.6% | 115,147 | $6.3M |
| Aveo Capital Partners, LLC | 0.70% | Reduce -24.5% | 114,014 | $6.2M |
| Janiczek Wealth Management, LLC | 1.30% | Reduce -3.6% | 112,973 | $6.2M |
| Ameritas Advisory Services, LLC | 0.23% | Add +65.3% | 113,003 | $6.2M |
| 3EDGE Asset Management, LP | 0.48% | Add +3.9% | 112,932 | $6.2M |
| One Plus One Wealth Management, LLC | 3.52% | Add +3.7% | 112,813 | $6.1M |
| Park Avenue Securities LLC | 0.07% | Add +25.5% | 112,204 | $6.1M |
| USAdvisors Wealth Management, LLC | 2.15% | Add +11.1% | 112,085 | $6.1M |
| Moors & Cabot, Inc. | 0.32% | Add +8.9% | 111,608 | $6.1M |
| Nations Financial Group Inc, /Ia/ | 0.49% | Add +18.1% | 110,402 | $6.0M |
| Aspire Capital Advisors LLC | 1.94% | Add +4.3% | 108,880 | $5.9M |
| Financial Management Network Inc. | 1.42% | Add +17.7% | 110,902 | $5.9M |
| Perennial Investment Advisors, LLC | 0.84% | Add +9.4% | 108,155 | $5.9M |
| Centaurus Financial, Inc. | 0.39% | Reduce -16.3% | 108,014 | $5.9M |
| Trustmark Bank Trust Department | 0.47% | Add +191.3% | 107,667 | $5.9M |
| StoneCrest Wealth Management, Inc. | 4.47% | New | 107,552 | $5.9M |
| Perigon Wealth Management, LLC | 0.17% | Add +3.3% | 106,892 | $5.8M |
| Founders Financial Securities LLC | 0.54% | Add +21.9% | 105,213 | $5.7M |
| Mainsail Financial Group, LLC | 3.32% | Add +21.4% | 103,630 | $5.6M |
| Centric Wealth Management | 1.62% | Add +350.5% | 97,859 | $5.6M |
| Castle Wealth Management LLC | 2.68% | Reduce -7.5% | 102,251 | $5.6M |
| Fifth Third Securities, Inc. | 0.51% | Add +177.7% | 101,320 | $5.6M |
| Blair William & Co. | 0.02% | Add +19.7% | 100,661 | $5.5M |
| Granby Capital Management, LLC | 3.11% | No change | 100,000 | $5.4M |
| WealthPlan Investment Management, LLC | 0.82% | Add +4.1% | 99,255 | $5.4M |
| Perissos Private Wealth Management, LLC | 4.78% | Add +3.4% | 97,812 | $5.3M |
| Fiduciary Trust Co | 0.08% | No change | 97,745 | $5.3M |
| Kickstand Ventures, Llc. | 1.42% | Reduce -49.4% | 95,396 | $5.2M |
| Grant/GrossMendelsohn, LLC | 2.36% | Add +9.4% | 94,675 | $5.2M |
| Evolution Wealth Advisors, LLC | 1.00% | Add +7.1% | 94,510 | $5.1M |
| Spinnaker Trust | 0.33% | Reduce -25.3% | 93,388 | $5.1M |
| Titleist Asset Management, LLC | 0.77% | Add +14.2% | 93,148 | $5.1M |
| Cresset Asset Management, LLC | 0.02% | Reduce -2.0% | 92,571 | $5.1M |
| Beacon Investment Advisory Services, Inc. | 0.21% | Add +3.9% | 91,871 | $5.0M |
| Fairscale Capital, LLC | 4.40% | — | 87,186 | $5.0M |
| Campbell Capital Management Inc. | 2.12% | Reduce -0.8% | 90,585 | $4.9M |
| American Financial & Tax Strategies Inc. | 2.58% | Add +9.9% | 89,709 | $4.9M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.33% | Add +2.7% | 88,569 | $4.8M |
| Bridge Advisory, LLC | 2.37% | Add +0.5% | 88,179 | $4.8M |
| Merit Financial Group, LLC | 0.11% | Add +9.4% | 87,912 | $4.8M |
| AdvisorNet Financial, Inc | 0.43% | Add +20.1% | 87,897 | $4.8M |
| StoneX Group Inc. | 0.38% | Add +4.9% | 86,011 | $4.7M |
| Strategic Equity Management | 3.06% | New | 86,117 | $4.7M |
| Next Level Private LLC | 2.14% | Reduce -0.5% | 85,760 | $4.7M |
| Raymond James Trust N.A. | 0.11% | Add +13.6% | 84,970 | $4.6M |
| Carolinas Wealth Consulting LLC | 0.88% | Reduce -1.6% | 83,650 | $4.6M |
| FDx Advisors, Inc. | 1.24% | Add +7.6% | 82,188 | $4.5M |
| Apollon Wealth Management, LLC | 0.14% | Reduce -2.3% | 81,634 | $4.4M |
| Prosperity Consulting Group, LLC | 0.60% | Add +14.6% | 81,552 | $4.4M |
| Fortem Financial Group, LLC | 1.90% | Reduce -0.9% | 80,917 | $4.4M |
| Calton & Associates, Inc. | 2.21% | Add +12.3% | 80,916 | $4.4M |
| Ferguson Shapiro LLC | 1.72% | Reduce -5.1% | 80,262 | $4.4M |
| Fiduciary Alliance LLC | 0.71% | Reduce -0.5% | 80,883 | $4.4M |
| Trilogy Capital Inc. | 0.23% | Add +2.9% | 79,050 | $4.3M |
| ORG Partners LLC | 0.54% | New | 79,605 | $4.3M |
| Fidelis Capital Partners, LLC | 0.61% | Add +43.3% | 79,767 | $4.3M |
| Schmidt P J Investment Management Inc. | 0.78% | Reduce -4.5% | 78,229 | $4.3M |
| Pine Valley Investments Ltd Liability Co | 0.31% | Add +19.6% | 77,386 | $4.2M |
| IFG Advisory, LLC | 0.27% | Reduce -2.0% | 77,282 | $4.2M |
| PCG Wealth Advisors, LLC | 1.83% | Reduce -7.3% | 77,264 | $4.2M |
| Anson Capital, Inc. | 4.14% | Add +479.9% | 77,098 | $4.2M |
| Insight Advisors, LLC/ PA | 0.76% | Reduce -7.7% | 76,578 | $4.2M |
| Fagan Associates, Inc. | 0.72% | Add +131.8% | 76,013 | $4.1M |
| Kolinsky Wealth Management, LLC | 2.95% | Add +3.8% | 75,610 | $4.1M |
| Cornerstone Advisory, LLC | 0.58% | Add +0.6% | 75,457 | $4.1M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Reduce -2.9% | 75,255 | $4.1M |
| West Bancorporation Inc. | 3.02% | Add +137.6% | 75,032 | $4.1M |
| First PREMIER Bank | 1.09% | Add +28.4% | 74,543 | $4.1M |
| JBR Co Financial Management Inc | 2.85% | Add +8.8% | 74,387 | $4.1M |
| Madison Park Capital Advisors, LLC | 3.35% | Add +45.9% | 73,543 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 71,633 | $3.9M |
| International Assets Investment Management, LLC | 0.37% | Add +10.4% | 71,263 | $3.9M |
| Prairie Sky Financial Group LLC | 2.41% | Add +3.6% | 71,160 | $3.9M |
| Kingsview Wealth Management, LLC | 0.09% | Add +4.0% | 70,879 | $3.9M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Reduce -19.2% | 69,855 | $3.8M |
| S. R. Schill & Associates | 1.66% | Add +2.8% | 69,757 | $3.8M |
| Future Financial Wealth Managment LLC | 3.32% | Reduce -3.3% | 69,362 | $3.8M |
| Fortis Advisors, LLC | 2.58% | Reduce -1.2% | 67,265 | $3.7M |
| Private Client Services, LLC | 2.26% | Reduce -23.3% | 66,083 | $3.6M |
| Strategic Family Wealth Counselors, L.L.C. | 1.37% | Add +7.9% | 65,880 | $3.6M |
| McKinley Carter Wealth Services, Inc. | 0.23% | Reduce -2.0% | 65,540 | $3.6M |
| AllGen Financial Advisors, Inc. | 1.34% | New | 64,833 | $3.5M |
| Independent Wealth Network Inc. | 1.64% | Reduce -14.4% | 64,460 | $3.5M |
| Bison Wealth, LLC | 0.57% | No change | 60,020 | $3.5M |
| CoreCap Advisors, LLC | 0.36% | Reduce -35.1% | 63,961 | $3.5M |
| Brookstone Capital Management | 0.06% | Add +28.8% | 60,920 | $3.5M |
| Penobscot Wealth Management | 2.06% | Add +3.8% | 64,754 | $3.5M |
| Good Life Advisors, LLC | 0.28% | Reduce -1.9% | 62,323 | $3.4M |
| Capasso Planning Partners LLC | 1.08% | New | 60,927 | $3.3M |
| Pinnacle Wealth Management Group, Inc. | 2.23% | Add +16.2% | 60,472 | $3.3M |
| Lionsbridge Wealth Management LLC | 2.62% | Reduce -0.3% | 60,016 | $3.3M |
| Bedel Financial Consulting, Inc. | 0.48% | Add +11.1% | 59,710 | $3.3M |
| Secure Asset Management, LLC | 0.62% | New | 59,687 | $3.3M |
| Flow Traders U.S. LLC | 0.16% | Add +319.5% | 58,591 | $3.2M |
| Pinnacle Financial Partners Inc | 0.07% | New | 58,357 | $3.2M |
| Atlas Financial Advisors, Inc. | 5.23% | Reduce -13.8% | 58,021 | $3.2M |
| Valtinson Bruner Financial Planning LLC | 1.23% | Reduce -1.4% | 57,046 | $3.1M |
| Lane & Associates LLC | 1.83% | Add +36.6% | 56,984 | $3.1M |
| Cohen & Steers, Inc. | 0.01% | No change | 56,609 | $3.1M |
| Symphony Financial Services, Inc. | 2.65% | — | 57,332 | $3.1M |
| Prudential Financial Inc. | 0.00% | Add +12.4% | 55,883 | $3.0M |
| All Season Financial Advisors, Inc. | 2.76% | Reduce -33.7% | 55,789 | $3.0M |
| Avalon Capital Management | 0.96% | Reduce -9.1% | 55,444 | $3.0M |
| Cerro Pacific Wealth Advisors LLC | 1.15% | — | 55,337 | $3.0M |
| Smart Portfolios, LLC | 3.04% | Reduce -1.7% | 55,308 | $3.0M |
| Prosperitas Financial LLC | 1.81% | Reduce -0.6% | 54,423 | $3.0M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -2.1% | 53,936 | $2.9M |
| Leavell Investment Management, Inc. | 0.16% | Add +11.3% | 53,561 | $2.9M |
| SFI Advisors, LLC | 2.25% | Add +3.6% | 53,637 | $2.9M |
| Glen Eagle Advisors, LLC | 0.53% | Reduce -15.5% | 53,592 | $2.9M |
| TAP Consulting, LLC | 0.60% | Add +11.6% | 52,581 | $2.9M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -29.3% | 52,369 | $2.9M |
| Lodestone Wealth Management LLC | 1.49% | Add +0.6% | 51,994 | $2.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.11% | Add +2.4% | 51,981 | $2.8M |
| Focus Financial Network, Inc. | 0.12% | Add +13.7% | 49,862 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.30% | Add +258.5% | 51,370 | $2.8M |
| Stapp Wealth Management, PLLC | 4.84% | Add +3.3% | 51,261 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.21% | Add +8.9% | 51,242 | $2.8M |
| US Bancorp \de | 0.00% | Add +2.3% | 50,560 | $2.8M |
| Gotham Asset Management | 0.04% | Add +127.8% | 50,445 | $2.7M |
| Vienna Asset Management LLC | 2.25% | Add +4.1% | 49,893 | $2.7M |
| Spectrum Strategic Capital Management, LLC | 1.95% | Add +1.7% | 48,815 | $2.7M |
| WNY Asset Management, LLC | 0.35% | Add +18.5% | 48,783 | $2.7M |
| Firestone Capital Management | 0.72% | Add +11.8% | 48,297 | $2.6M |
| Pasadena Private Wealth, LLC | 0.61% | Reduce -70.7% | 48,126 | $2.6M |
| Nvest Financial, LLC | 1.60% | Add +16.0% | 47,847 | $2.6M |
| &partners | 0.11% | New | 47,075 | $2.6M |
| Money Concepts Capital Corp. | 0.22% | Add +12.2% | 47,046 | $2.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -3.0% | 47,045 | $2.6M |
| Smith Thornton Advisors LLC | 1.84% | — | 45,891 | $2.5M |
| Atlas Wealth LLC | 0.44% | Add +16.5% | 46,356 | $2.5M |
| New Century Financial Group, LLC | 1.05% | New | 45,325 | $2.5M |
| Lunt Capital Management, Inc. | 1.20% | Add +63.8% | 44,826 | $2.4M |
| BCS Wealth Management | 1.18% | Add +3.6% | 44,523 | $2.4M |
| Lokken Investment Group LLC | 1.13% | Add +2.1% | 44,035 | $2.4M |
| Stegent Equity Advisors, Inc. | 2.48% | Add +4.5% | 43,688 | $2.4M |
| Dana Investment Advisors, Inc. | 0.08% | Add +1.2% | 43,581 | $2.4M |
| Western Wealth Management, LLC | 0.17% | Add +28.7% | 42,534 | $2.3M |
| Householder Group Estate & Retirement Specialist, LLC | 0.65% | Add +9.5% | 42,212 | $2.3M |
| Betterment LLC | 0.01% | Add +59.6% | 42,211 | $2.3M |
| Opinicus Capital, Inc. | 1.94% | Add +1.3% | 42,146 | $2.3M |
| Waycross Investment Management Co | 2.20% | Reduce -3.7% | 41,823 | $2.3M |
| Ellis Investment Partners, LLC | 0.47% | Add +7.0% | 40,877 | $2.2M |
| ERn Financial, LLC | 0.37% | Reduce -9.8% | 40,852 | $2.2M |
| Philip James Wealth Mangement, LLC | 1.47% | New | 40,662 | $2.2M |
| MTM Investment Management, LLC | 0.90% | Add +30.1% | 40,485 | $2.2M |
| Sandbox Financial Partners, LLC | 0.84% | Add +20.9% | 40,317 | $2.2M |
| National Wealth Management Group, LLC | 1.63% | Add +3.1% | 39,343 | $2.1M |
| Apollon Financial, LLC | 0.69% | Add +1.8% | 39,172 | $2.1M |
| SimpliFi, Inc. | 0.99% | Add +0.9% | 39,150 | $2.1M |
| Realta Investment Advisors | 0.41% | Add +57.5% | 38,464 | $2.1M |
| NCM Capital Management, LLC | 1.09% | Add +10.8% | 38,163 | $2.1M |
| Transform Wealth, LLC | 0.15% | Reduce -13.1% | 37,272 | $2.0M |
| Mayfair Advisory Group, LLC | 1.35% | Add +6.8% | 36,025 | $2.0M |
| Verus Capital Partners, LLC | 0.21% | Add +96.5% | 36,578 | $2.0M |
| Zimmermann Investment Management & Planning LLC | 0.66% | Reduce -13.9% | 36,479 | $2.0M |
| Gladstone Institutional Advisory LLC | 0.10% | Add +18.1% | 36,375 | $2.0M |
| High Net Worth Advisory Group LLC | 0.60% | Add +0.5% | 36,242 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.23% | Reduce -8.1% | 36,201 | $2.0M |
| Edge Financial Advisors LLC | 2.04% | Add +80.3% | 36,101 | $2.0M |
| Weaver Consulting Group | 0.69% | Add +5.5% | 36,100 | $2.0M |
| Coastline Trust Co | 0.23% | Reduce -22.6% | 35,917 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -89.2% | 35,741 | $1.9M |
| Summit Wealth Partners, LLC | 0.40% | Add +11.2% | 35,149 | $1.9M |
| Tyler-Stone Wealth Management | 0.79% | Add +9.8% | 35,096 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -34.9% | 34,805 | $1.9M |
| SlateStone Wealth, LLC | 0.20% | Reduce -7.5% | 34,358 | $1.9M |
| Camarda Financial Advisors, LLC | 0.73% | Reduce -1.7% | 34,101 | $1.9M |
| Herold Advisors, Inc. | 0.42% | Add +5.2% | 33,581 | $1.8M |
| Benjamin Edwards Inc. | 0.35% | Add +0.9% | 33,418 | $1.8M |
| BigSur Wealth Management LLC | 0.56% | No change | 33,145 | $1.8M |
| Encompass More Asset Management | 1.29% | Add +13.3% | 33,307 | $1.8M |
| Snowden Capital Advisors LLC | 0.05% | Add +10.8% | 33,108 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -19.0% | 33,200 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +23.5% | 32,979 | $1.8M |
| Diversify Advisory Services, LLC | 0.10% | Add +8.6% | 33,579 | $1.8M |
| Intrepid Financial Planning Group LLC | 0.77% | Add +1.4% | 32,821 | $1.8M |
| HRT Financial LP | 0.01% | New | 32,666 | $1.8M |
| Atlas Wealth Partners, LLC | 7.53% | Add +22.2% | 32,498 | $1.8M |
| TruWealth Advisors, LLC | 0.12% | Add +15.9% | 32,487 | $1.8M |
| Personal Cfo Solutions, LLC | 0.27% | Reduce -5.3% | 32,037 | $1.7M |
| Secured Retirement Advisors, LLC | 1.34% | Add +0.8% | 31,527 | $1.7M |
| GPS Wealth Strategies Group, LLC | 0.26% | Reduce -3.3% | 31,199 | $1.7M |
| Triumph Capital Management | 0.66% | Reduce -11.0% | 31,061 | $1.7M |
| Creekmur Asset Management LLC | 0.44% | Add +4.0% | 31,021 | $1.7M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -63.3% | 30,763 | $1.7M |
| Fortis Capital Management LLC | 0.35% | Add +36.0% | 29,960 | $1.6M |
| Private Trust Co. NA | 0.18% | Add +5.1% | 29,833 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.34% | New | 29,737 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +646.0% | 29,728 | $1.6M |
| New England Private Wealth Advisors LLC | 0.28% | Add +0.0% | 29,631 | $1.6M |
| White Pine Investment CO | 0.47% | New | 29,439 | $1.6M |
| TrueWealth Advisors, LLC | 0.59% | Add +54.5% | 29,409 | $1.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +648.3% | 29,616 | $1.6M |
| Planning Capital Management Corp | 1.13% | Add +3.4% | 29,280 | $1.6M |
| Tradition Wealth Management, LLC | 0.15% | Reduce -38.8% | 28,884 | $1.6M |
| Trexquant Investment LP | 0.02% | New | 28,565 | $1.6M |
| RPS Advisory Solutions LLC | 1.42% | — | 28,322 | $1.5M |
| Investment Partners Asset Management, Inc. | 1.37% | Add +2.0% | 28,296 | $1.5M |
| Verity Asset Management, Inc. | 0.60% | Reduce -6.8% | 28,093 | $1.5M |
| Endowment Wealth Management, Inc. | 1.10% | Add +7.0% | 27,773 | $1.5M |
| Paragon Advisors, LLC | 0.53% | Add +4.5% | 26,662 | $1.5M |
| Ballew Advisors, Inc | 0.94% | Add +21.7% | 25,633 | $1.4M |
| White Knight Strategic Wealth Advisors, LLC | 1.40% | Add +5.5% | 25,803 | $1.4M |
| Able Wealth Management LLC | 1.15% | Reduce -26.8% | 25,651 | $1.4M |
| Oder Investment Management, LLC | 1.26% | Add +7.7% | 25,612 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.72% | Add +8.6% | 25,613 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +14.6% | 25,579 | $1.4M |
| Miller Investment Management, LP | 0.17% | No change | 25,503 | $1.4M |
| Rollins Financial Advisors, LLC | 0.24% | Reduce -2.6% | 25,261 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.26% | Add +23.6% | 24,758 | $1.3M |
| Integrated Advisors Network LLC | 0.07% | Reduce -22.5% | 24,617 | $1.3M |
| Bank of Montreal | 0.00% | Add +0.5% | 24,355 | $1.3M |
| OneAscent Financial Services LLC | 0.19% | New | 24,402 | $1.3M |
| AllSquare Wealth Management LLC | 0.79% | Add +8.4% | 24,295 | $1.3M |
| Global Financial Private Client, LLC | 0.55% | Add +1.3% | 24,241 | $1.3M |
| DHK Financial Advisors, Inc. | 0.89% | No change | 23,393 | $1.3M |
| Strategic Blueprint, LLC | 0.09% | Add +11.3% | 23,211 | $1.3M |
| Whitaker-Myers Wealth Managers, LTD. | 0.47% | Add +13.6% | 23,169 | $1.3M |
| Empire Financial Management Company, LLC | 0.41% | Add +8.5% | 22,897 | $1.2M |
| GG Group Ventures, LLC | 1.71% | — | 22,378 | $1.2M |
| Flagstar Securities, Inc. | 0.34% | Add +1.3% | 22,503 | $1.2M |
| Zega Financial, LLC | 0.44% | Add +21.5% | 22,574 | $1.2M |
| HF Advisory Group, LLC | 0.63% | Add +12.6% | 22,506 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.66% | Add +3.7% | 22,121 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.41% | Add +4.6% | 21,554 | $1.2M |
| Arkadios Wealth Advisors | 0.08% | Add +167.6% | 21,347 | $1.2M |
| Atlas Private Wealth Advisors | 0.19% | Add +127.7% | 21,012 | $1.1M |
| Vicus Capital | 0.10% | Add +7.6% | 20,879 | $1.1M |
| CPC Advisors, LLC | 0.19% | New | 20,825 | $1.1M |
| Compass Ion Advisors, LLC | 0.16% | Add +9.0% | 18,799 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 19,969 | $1.1M |
| Kingswood Wealth Advisors, LLC | 0.10% | Add +45.4% | 19,853 | $1.1M |
| Wbi Investments, LLC | 0.26% | Reduce -8.0% | 19,734 | $1.1M |
| Long Island Wealth Management, Inc. | 0.75% | Reduce -0.0% | 19,626 | $1.1M |
| Ancora Advisors LLC | 0.03% | Add +211.4% | 19,329 | $1.1M |
| Saxony Capital Management, LLC | 1.15% | Reduce -34.5% | 19,206 | $1.0M |
| 1858 Wealth Management, LLC | 0.86% | Reduce -5.9% | 19,000 | $1.0M |
| Ergawealth Advisors, Inc. | 0.56% | Add +29.6% | 18,867 | $1.0M |
| Rothschild Investment LLC | 0.07% | Add +22.0% | 18,801 | $1.0M |
| Optivise Advisory Services LLC | 0.55% | — | 18,661 | $1.0M |
| Capital Investment Advisory Services, LLC | 0.10% | Add +19.7% | 18,462 | $1.0M |
| KPP Advisory Services LLC | 0.27% | Add +297.1% | 18,364 | $1.0M |
| Lion Street Advisors, LLC | 0.36% | Add +104.1% | 18,080 | $985K |
| Empirical Asset Management, LLC | 0.37% | Reduce -3.8% | 26,422 | $981K |
| Heritage Wealth Management, Inc. | 0.33% | — | 18,151 | $969K |
| Compass Advisory Group LLC | 0.43% | No change | 17,511 | $959K |
| TRUE Private Wealth Advisors | 0.11% | Add +2.4% | 17,607 | $959K |
| Trivium Point Advisory, LLC | 0.14% | New | 17,602 | $959K |
| Relative Value Partners Group, LLC | 0.12% | New | 17,426 | $950K |
| Lake Street Private Wealth, LLC | 0.12% | Add +2.1% | 17,426 | $950K |
| Savvy Advisors, Inc. | 0.31% | Add +24.3% | 17,359 | $946K |
| Cypress Wealth Services, LLC | 0.21% | Add +5.8% | 17,194 | $937K |
| Gainplan LLC | 0.45% | Reduce -23.6% | 17,169 | $936K |
| Sound View Wealth Advisors Group, LLC | 0.10% | Add +283.5% | 17,088 | $931K |
| Creative Planning | 0.00% | Add +98.8% | 16,976 | $925K |
| Circle Wealth Management, LLC | 0.02% | Add +12.2% | 16,765 | $914K |
| Journey Strategic Wealth LLC | 0.04% | Add +8.2% | 16,481 | $898K |
| FMR LLC | 0.00% | Add +48.5% | 16,368 | $892K |
| Choreo, LLC | 0.01% | Add +104.5% | 16,403 | $889K |
| Inspire Advisors, LLC | 0.12% | Reduce -7.0% | 16,084 | $876K |
| Mutual Advisors, LLC | 0.03% | Reduce -9.2% | 15,275 | $876K |
| Stephens Inc. | 0.01% | Add +1.5% | 15,841 | $863K |
| Liberty Wealth Management LLC | 0.16% | Add +11.1% | 15,946 | $863K |
| One Capital Management, LLC | 0.03% | No change | 15,740 | $858K |
| Greystone Financial Group, LLC | 0.17% | Reduce -5.1% | 15,726 | $857K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -45.7% | 15,651 | $853K |
| Kraematon Investment Advisors, Inc. | 0.86% | Add +0.2% | 15,577 | $849K |
| Resurgent Financial Advisors LLC | 0.53% | Add +8.7% | 15,519 | $846K |
| Guardian Asset Advisors, LLC | 0.62% | Add +5.9% | 15,398 | $839K |
| Total Clarity Wealth Management, Inc. | 0.29% | Reduce -0.1% | 15,367 | $837K |
| Alta Wealth Advisors LLC | 0.42% | No change | 15,278 | $832K |
| Channel Wealth LLC | 0.30% | Add +9.4% | 15,273 | $832K |
| Financial Sense Advisors, Inc. | 0.26% | No change | 15,057 | $820K |
| Insight Wealth Partners, LLC | 0.53% | Add +52.5% | 14,941 | $814K |
| Beam Wealth Advisors, Inc. | 0.27% | New | 14,875 | $811K |
| BNP Paribas Financial Markets | 0.00% | Reduce -68.0% | 14,866 | $810K |
| Allie Family Office LLC | 0.48% | Reduce -38.6% | 14,768 | $805K |
| Berger Financial Group, Inc | 0.06% | Add +66.7% | 14,739 | $803K |
| Autumn Glory Partners, LLC | 0.40% | Reduce -2.1% | 14,366 | $783K |
| Fortis Capital Advisors, LLC | 0.28% | Reduce -6.9% | 14,358 | $782K |
| Claro Advisors Inc. | 0.12% | Add +107.2% | 14,031 | $765K |
| Beck Bode, LLC | 0.15% | Reduce -19.6% | 13,991 | $762K |
| Capital Advisory Group Advisory Services, LLC | 0.33% | Add +61.4% | 13,980 | $762K |
| Wintrust Investments LLC | 0.06% | Add +90.8% | 13,869 | $756K |
| Townsquare Capital LLC | 0.01% | Add +5.6% | 13,773 | $751K |
| Barnes Pettey Financial Advisors, LLC | 0.64% | Add +5.8% | 13,743 | $749K |
| M Holdings Securities, Inc. | 0.10% | Add +5.1% | 13,625 | $742K |
| Stewardship Advisors, LLC | 0.24% | Reduce -58.6% | 13,607 | $741K |
| Diligent Investors, LLC | 0.18% | Add +0.8% | 13,500 | $736K |
| Ballentine Partners, LLC | 0.01% | New | 13,440 | $732K |
| National Bank of Canada | 0.00% | Reduce -4.9% | 13,547 | $732K |
| Lowe Wealth Advisors, LLC | 0.33% | Add +13.3% | 13,217 | $720K |
| World Equity Group, Inc. | 0.21% | Reduce -23.6% | 13,187 | $719K |
| BCGM Wealth Management, LLC | 0.24% | Reduce -0.1% | 12,974 | $707K |
| SeaCrest Wealth Management, LLC | 0.08% | Add +22.4% | 12,853 | $700K |
| Wetzel Investment Advisors, Inc. | 0.40% | Reduce -4.8% | 11,927 | $693K |
| PGIM Custom Harvest LLC | 0.02% | Add +20.9% | 12,705 | $692K |
| Barrett & Company, Inc. | 0.31% | Add +14.6% | 12,599 | $687K |
| Summit Asset Management, LLC | 0.08% | Add +12.0% | 12,515 | $682K |
| Opal Wealth Advisors, LLC | 0.22% | Add +10.6% | 12,470 | $679K |
| Romano Brothers and Company | 0.09% | Reduce -9.6% | 12,420 | $677K |
| Aurora Private Wealth, Inc. | 0.59% | Reduce -1.4% | 12,313 | $671K |
| Cahill Financial Advisors Inc. | 0.09% | Add +140.6% | 12,286 | $669K |
| Silver Oak Securities, Incorporated | 0.10% | Add +30.9% | 12,044 | $656K |
| Brass Tax Wealth Management, Inc. | 0.13% | Add +90.2% | 12,026 | $655K |
| Arq Wealth Advisors, LLC | 0.28% | Add +15.3% | 11,843 | $646K |
| Tyche Wealth Partners LLC | 0.15% | Reduce -0.5% | 11,669 | $636K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +30.4% | 11,646 | $635K |
| Gateway Wealth Partners, LLC | 0.19% | Add +1.5% | 11,508 | $627K |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +19.9% | 11,340 | $618K |
| Waverly Advisors, LLC | 0.01% | Add +141.2% | 11,185 | $609K |
| MBE Wealth Management, LLC | 0.37% | Reduce -1.5% | 11,184 | $609K |
| Sloy Dahl & Holst, LLC | 0.13% | Reduce -1.1% | 11,076 | $604K |
| SOL Capital Management CO | 0.07% | Reduce -8.4% | 10,890 | $593K |
| Ellerson Group Inc. | 0.44% | Add +60.6% | 10,595 | $577K |
| Alpha Financial Partners LLC | 0.50% | Reduce -9.8% | 10,589 | $577K |
| LaSalle St. Investment Advisors, LLC | 0.29% | Reduce -3.2% | 10,579 | $576K |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 10,523 | $573K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +17.2% | 10,475 | $571K |
| Fisher Asset Management | 0.00% | Add +182.8% | 10,420 | $568K |
| NTV Asset Management LLC | 0.08% | Add +8.1% | 10,375 | $565K |
| Vertex Planning Partners, LLC | 0.15% | No change | 10,347 | $564K |
| West Michigan Advisors, LLC | 0.18% | Add +0.1% | 10,198 | $559K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 10,170 | $557K |
| Legacy Financial Strategies, LLC | 0.13% | New | 10,331 | $557K |
| Bey-Douglas LLC | 0.51% | Add +0.0% | 9,999 | $556K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -22.8% | 9,920 | $541K |
| Plotkin Financial Advisors, LLC | 0.35% | Reduce -4.0% | 9,869 | $538K |
| L & S Advisors Inc | 0.07% | Reduce -13.9% | 9,797 | $534K |
| Pillar Wealth Advisors, LLC | 0.64% | No change | 9,790 | $533K |
| Capital Advisors, Ltd. LLC | 0.07% | No change | 9,740 | $531K |
| Ranch Capital Advisors Inc. | 0.28% | Reduce -6.7% | 9,654 | $528K |
| Powers Advisory Group, LLC | 0.29% | Add +49.5% | 9,637 | $525K |
| MWA Asset Management | 0.37% | Add +9.1% | 9,636 | $525K |
| BKM Wealth Management, LLC | 0.25% | Add +0.5% | 9,618 | $524K |
| OxenFree Capital LLC | 0.45% | Reduce -19.2% | 9,532 | $519K |
| Ironwood Investment Management LLC | 0.28% | Add +26.7% | 9,500 | $518K |
| Benchmark Wealth Management, LLC | 0.27% | No change | 9,423 | $513K |
| EWG Elevate Inc. | 0.19% | Add +7.9% | 9,395 | $512K |
| EP Wealth Advisors, LLC | 0.01% | Add +67.4% | 9,315 | $508K |
| Lanark Financial, Inc. | 0.05% | Add +20.2% | 9,315 | $507K |
| AE Wealth Management LLC | 0.01% | Reduce -88.7% | 9,277 | $505K |
| Financial Gravity Asset Management, Inc. | 0.13% | New | 9,259 | $505K |
| Delta Investment Management, LLC | 0.11% | Add +14.6% | 9,200 | $501K |
| Balefire, LLC | 0.18% | Add +3.1% | 9,124 | $497K |
| RTD Financial Advisors, Inc. | 0.07% | New | 9,100 | $496K |
| Advisor Resource Council | 0.65% | Add +2.0% | 9,055 | $493K |
| Tranquility Partners, LLC | 0.19% | Add +6.8% | 9,029 | $492K |
| Obsidian Cio, LLC | 0.12% | Add +9.1% | 8,949 | $488K |
| Davies Financial Advisors, Inc. | 0.45% | New | 8,936 | $487K |
| Koshinski Asset Management, Inc. | 0.04% | Add +4.4% | 8,944 | $478K |
| Bluesphere Advisors LLC | 0.24% | No change | 8,716 | $475K |
| GSG Advisors LLC | 0.17% | No change | 8,759 | $473K |
| Caprock Group, LLC | 0.02% | Reduce -1.2% | 8,577 | $470K |
| Breakwater Capital Group | 0.11% | Add +18.0% | 8,600 | $469K |
| WealthCare Investment Partners, LLC | 0.21% | Reduce -3.6% | 8,407 | $458K |
| Coordinated Financial Services, Inc. | 0.40% | Add +8.4% | 8,374 | $456K |
| Signaturefd, LLC | 0.01% | Reduce -5.4% | 8,027 | $437K |
| Private Portfolio Partners LLC | 0.35% | Add +2.9% | 7,953 | $433K |
| Fulton Breakefield Broenniman LLC | 0.03% | No change | 7,919 | $432K |
| ProVise Management Group, LLC | 0.04% | Add +30.2% | 7,908 | $431K |
| Empower Advisory Group, LLC | 0.00% | Add +93.1% | 7,806 | $425K |
| Trust Co. of Oklahoma | 0.15% | No change | 7,797 | $425K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.3% | 7,617 | $415K |
| Sachetta, LLC | 0.18% | Add +22.4% | 7,100 | $410K |
| Smart Money Group LLC | 0.15% | Reduce -0.9% | 7,077 | $409K |
| Rothschild Capital Partners, LLC | 0.12% | Add +22.8% | 7,462 | $407K |
| Savant Capital, LLC | 0.00% | Reduce -8.8% | 7,435 | $405K |
| Wealth Management Associates, Inc. | 0.19% | No change | 7,404 | $403K |
| Vigilare Wealth Management | 0.17% | Reduce -80.2% | 7,156 | $390K |
| Rovin Capital /Ut/ | 0.16% | Add +1.6% | 7,141 | $389K |
| Coppell Advisory Solutions LLC | 0.06% | — | 7,094 | $387K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.3% | 7,008 | $382K |
| Allworth Financial LP | 0.00% | Reduce -89.4% | 6,761 | $379K |
| Front Row Advisors LLC | 0.13% | Add +18.1% | 6,803 | $371K |
| CW Advisors, LLC | 0.01% | Add +19.1% | 6,785 | $370K |
| Wall Street Financial Group, Inc. | 0.63% | — | 6,768 | $369K |
| Strategic Financial Concepts, LLC | 0.21% | Add +260.8% | 58,613 | $368K |
| Wagner Wealth Management, LLC | 0.11% | Add +36.9% | 6,740 | $367K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +4.0% | 6,584 | $359K |
| Florida Financial Advisors, LLC | 0.21% | New | 6,553 | $357K |
| Silverlake Wealth Management LLC | 0.14% | New | 6,443 | $351K |
| Hofer & Associates. Inc | 0.27% | Add +13.3% | 6,427 | $350K |
| Tiaa Trust, National Association | 0.00% | Add +47.7% | 6,391 | $348K |
| Independent Advisor Alliance | 0.01% | Add +8.2% | 6,381 | $348K |
| M3 Advisory Group, LLC | 0.28% | Add +5.7% | 6,345 | $346K |
| PFG Investments, LLC | 0.02% | Reduce -48.1% | 6,334 | $345K |
| Trust Point Inc. | 0.03% | No change | 6,284 | $342K |
| 9258 Wealth Management, LLC | 0.05% | New | 6,280 | $342K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +39.9% | 6,154 | $335K |
| MSH Capital Advisors LLC | 0.11% | Reduce -29.1% | 6,101 | $332K |
| FWL Investment Management, LLC | 0.17% | Reduce -65.4% | 6,032 | $329K |
| Pathstone Holdings, LLC | 0.00% | No change | 6,026 | $328K |
| Quad-Cities Investment Group, LLC | 0.18% | Add +1.3% | 5,956 | $325K |
| Continuum Advisory, LLC | 0.05% | Add +9.7% | 5,909 | $322K |
| Modera Wealth Management, LLC | 0.00% | No change | 5,865 | $320K |
| Virtue Capital Management, LLC | 0.05% | Reduce -9.0% | 5,652 | $316K |
| Certuity, LLC | 0.03% | New | 5,749 | $313K |
| Fort Sheridan Advisors LLC | 0.05% | New | 5,685 | $310K |
| Emfo, LLC | 0.27% | No change | 5,623 | $306K |
| Spire Wealth Management | 0.01% | No change | 5,567 | $303K |
| Diversified Trust Co. | 0.01% | Reduce -10.3% | 5,531 | $301K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -40.5% | 5,487 | $299K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +14.3% | 5,469 | $298K |
| Kellett Wealth Advisors, LLC | 0.24% | Reduce -54.5% | 5,450 | $297K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.8% | 5,417 | $295K |
| Mirae Asset Securities (usa) Inc. | 0.02% | — | 5,398 | $294K |
| Lowery Thomas, LLC | 0.21% | No change | 5,355 | $292K |
| Garde Capital, Inc. | 0.02% | New | 5,326 | $290K |
| Wunderlich Capital Managemnt | 0.13% | Reduce -2.8% | 5,290 | $288K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -5.5% | 5,172 | $282K |
| WFA of San Diego, LLC | 0.25% | — | 5,152 | $281K |
| Norris Financial Group, LLC | 0.14% | Reduce -38.2% | 5,061 | $276K |
| Freedom Investment Management, Inc. | 0.02% | New | 5,005 | $273K |
| Brighton Jones LLC | 0.01% | New | 4,963 | $270K |
| Forte Capital LLC | 0.03% | Reduce -3.0% | 4,933 | $269K |
| Parallel Advisors, LLC | 0.01% | Reduce -22.2% | 4,803 | $262K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.3% | 4,784 | $261K |
| Maripau Wealth Management LLC | 0.18% | Reduce -0.1% | 4,681 | $256K |
| WESPAC Advisors SoCal, LLC | 0.06% | Reduce -12.8% | 4,665 | $254K |
| Essex Bank | 0.07% | Reduce -33.0% | 4,630 | $252K |
| Regal Investment Advisors LLC | 0.02% | Add +20.0% | 4,541 | $247K |
| Sierra Capital LLC | 0.03% | New | 4,528 | $247K |
| Ceera Investments, LLC | 0.10% | New | 4,495 | $245K |
| Bleakley Financial Group, LLC | 0.01% | No change | 4,485 | $244K |
| Simplicity Wealth,LLC | 0.01% | No change | 4,485 | $244K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,475 | $243K |
| Novak & Powell Financial Services, Inc. | 0.15% | New | 4,428 | $241K |
| Arax Advisory Partners | 0.02% | Add +59.3% | 4,369 | $238K |
| WealthTrust Asset Management, LLC | 0.17% | No change | 4,357 | $237K |
| CRA Financial Services, LLC | 0.05% | Add +3.0% | 4,350 | $237K |
| Obermeyer Wealth Partners | 0.01% | New | 4,340 | $237K |
| Mainstay Capital Management LLC | 0.04% | Reduce -32.8% | 4,331 | $236K |
| Midland Wealth Advisors, LLC | 0.01% | New | 4,322 | $236K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 4,256 | $233K |
| Greenleaf Trust | 0.00% | Reduce -2.6% | 4,184 | $228K |
| SFG Wealth Management, LLC. | 0.13% | Reduce -14.6% | 4,117 | $224K |
| Plancorp, LLC | 0.01% | New | 4,092 | $223K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | New | 4,034 | $220K |
| Up Strategic Wealth Investment Advisors LLC | 0.33% | No change | 4,023 | $219K |
| Santori & Peters, Inc. | 0.09% | Add +2.8% | 4,003 | $218K |
| HCR Wealth Advisors | 0.03% | New | 3,943 | $215K |
| Balyasny Asset Management L.P. | 0.00% | New | 3,900 | $213K |
| Hershey Financial Advisers, LLC | 0.19% | — | 3,873 | $211K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 3,831 | $209K |
| Paragon Private Wealth Management, LLC | 0.12% | Reduce -8.2% | 3,821 | $208K |
| Dogwood Wealth Management LLC | 0.13% | No change | 3,780 | $206K |
| Birchcreek Wealth Management, LLC | 0.12% | Reduce -68.9% | 3,777 | $206K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,716 | $204K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,674 | $200K |
| Whittier Trust Co. | 0.00% | No change | 3,144 | $171K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +3.5% | 2,659 | $145K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 2,657 | $145K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 2,500 | $136K |
| Clear Point Advisors Inc. | 0.10% | No change | 2,320 | $126K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +9.0% | 2,262 | $123K |
| Crewe Advisors LLC | 0.01% | Add +42.4% | 2,251 | $123K |
| CENTRAL TRUST Co | 0.00% | Add +6.6% | 2,167 | $118K |
| Asset Dedication, LLC | 0.01% | Add +3.4% | 2,139 | $117K |
| Richardson Capital Management LLC | 0.08% | New | 1,949 | $106K |
| MidAtlantic Capital Management, Inc. | 0.09% | Add +11.6% | 1,934 | $105K |
| LRI Investments, LLC | 0.01% | No change | 1,874 | $102K |
| Anchor Investment Management, LLC | 0.01% | Add +32.5% | 1,780 | $97K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,715 | $93K |
| Orion Capital Management LLC | 0.05% | No change | 1,700 | $93K |
| HBC Financial Services, PLLC | 0.06% | Add +0.6% | 1,615 | $92K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -10.9% | 1,660 | $90K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,590 | $87K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $85K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,431 | $77K |
| TD Capital Management LLC | 0.01% | Reduce -34.4% | 1,384 | $75K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +103.5% | 1,337 | $73K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 1,162 | $63K |
| S.A. Mason LLC | 0.04% | Add +15.4% | 1,160 | $63K |
| Assetmark, Inc. | 0.00% | Reduce -96.9% | 1,151 | $63K |
| Hilltop National Bank | 0.02% | No change | 1,100 | $60K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,076 | $59K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +200.3% | 1,039 | $57K |
| Glassman Wealth Services | 0.01% | No change | 1,010 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.3% | 1,000 | $54K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -15.2% | 979 | $53K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 967 | $53K |
| Scarborough Advisors, LLC | 0.02% | No change | 868 | $47K |
| Hobbs Group Advisors, LLC | 0.02% | — | 730 | $40K |
| Key Financial Inc | 0.01% | New | 723 | $39K |
| Register Financial Advisors LLC | 0.02% | Add +2.1% | 715 | $39K |
| Mather Group, Llc. | 0.00% | New | 668 | $39K |
| Sunbelt Securities, Inc. | 0.00% | Add +137.0% | 692 | $38K |
| Tidemark, LLC | 0.02% | No change | 633 | $34K |
| Bogart Wealth, LLC | 0.00% | No change | 574 | $31K |
| Clearstead Advisors, LLC | 0.00% | New | 560 | $31K |
| Central Bank & Trust Co. | 0.00% | New | 560 | $31K |
| GoalVest Advisory LLC | 0.01% | New | 540 | $29K |
| VitalStone Financial, LLC | 0.02% | Reduce -17.4% | 503 | $27K |
| Matrix Trust Co | 0.01% | Add +7.9% | 505 | $27K |
| WealthShield Partners, LLC | 0.00% | Reduce -2.5% | 475 | $26K |
| American Capital Advisory, LLC | 0.02% | New | 500 | $26K |
| SRH Advisors, LLC | 0.01% | No change | 445 | $24K |
| Larson Financial Group LLC | 0.00% | Add +46.5% | 425 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +78.3% | 410 | $22K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -44.8% | 370 | $20K |
| Capital Analysts, LLC | 0.00% | Reduce -44.4% | 369 | $20K |
| Nvwm, LLC | 0.01% | New | 359 | $20K |
| Salomon & Ludwin, LLC | 0.00% | No change | 325 | $18K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 315 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 306 | $17K |
| Eagle Bay Advisors LLC | 0.01% | New | 272 | $15K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -90.6% | 271 | $15K |
| Caitlin John, LLC | 0.01% | Reduce -29.8% | 264 | $14K |
| Sound Income Strategies, LLC | 0.00% | Add +443.5% | 250 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 250 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 236 | $13K |
| Tucker Asset Management LLC | 0.00% | New | 230 | $13K |
| Founders Financial Alliance, LLC | 0.00% | No change | 200 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $11K |
| Investors Research Corp | 0.00% | Reduce -66.1% | 168 | $9K |
| Bokf, NA | 0.00% | No change | 161 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 155 | $8K |
| Operose Advisors LLC | 0.00% | New | 146 | $8K |
| Hoey Investments, Inc. | 0.00% | New | 115 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 113 | $6K |
| Flputnam Investment Management Co. | 0.00% | Reduce -98.2% | 100 | $5K |
| Private Ocean, LLC | 0.00% | New | 98 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 95 | $5K |
| Castleview Partners, LLC | 0.00% | Reduce -35.5% | 89 | $5K |
| Pittenger & Anderson Inc. | 0.00% | New | 89 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 81 | $4K |
| EdgeRock Capital LLC | 0.00% | New | 77 | $4K |
| Winch Advisory Services, LLC | 0.00% | Reduce -20.6% | 58 | $3K |
| MV Capital Management, Inc. | 0.00% | No change | 54 | $3K |
| NFSG Corp | 0.00% | Reduce -83.2% | 45 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 43 | $2K |
| Atticus Wealth Management, LLC | 0.00% | No change | 25 | $1K |
| Activest Wealth Management | 0.00% | No change | 19 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 23 | $1K |
| First Command Advisory Services, Inc. | 0.00% | New | 5 | $272 |
"% of holder's portfolio" is COWZ's weight in each manager's 13F, not the share of Pacer US Cash Cows 100 ETF the manager owns.