Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q4 2024 (December 31)855holders +96
69new positions
36sold out
7famous investors
$56.62avg. 13F price*
At the end of Q4 2024, 855 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 96 from Q3 2024. 69 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($3.6B), Morgan Stanley ($1.6B) and LPL Financial LLC ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q4 2024)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $151.4M |
| Exits | 36 | $62.4M |
All 13F filers, Q3 2024 → Q4 2024: 12,898,115 shares bought and 10,915,885 shares sold, net +1,982,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 855 holders
| Bank of America Corp. | 0.33% | Reduce -2.4% | 63,111,831 | $3.6B |
| Morgan Stanley | 0.11% | Reduce -1.1% | 27,860,668 | $1.6B |
| LPL Financial LLC | 0.48% | Add +4.7% | 20,693,823 | $1.2B |
| Raymond James Financial Inc. | 0.32% | — | 15,366,610 | $867.9M |
| Northwestern Mutual Wealth Management Co. | 0.67% | Reduce -1.5% | 13,968,533 | $788.9M |
| Wells Fargo & Company | 0.16% | Add +5.7% | 12,058,287 | $681.1M |
| Ameriprise Financial Inc. | 0.12% | Reduce -10.2% | 8,282,083 | $467.7M |
| Osaic Holdings, Inc. | 1.00% | Reduce -7.5% | 7,849,309 | $443.4M |
| Envestnet Asset Management Inc. | 0.14% | Add +7.2% | 7,591,340 | $428.8M |
| UBS Group AG | 0.10% | Reduce -0.7% | 7,566,424 | $427.4M |
| Royal Bank of Canada | 0.07% | Reduce -1.3% | 5,694,714 | $321.6M |
| Commonwealth Equity Services, LLC | 0.44% | Add +2.1% | 5,374,353 | $303.5M |
| Cetera Investment Advisers | 0.54% | Add +0.8% | 4,611,597 | $260.5M |
| Cambridge Investment Research Advisors, Inc. | 0.84% | Reduce -1.1% | 4,450,722 | $251.4M |
| Avantax Advisory Services, Inc. | 0.93% | Add +5.6% | 2,633,540 | $148.7M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Add +26.8% | 2,394,761 | $135.3M |
| MML Investors Services, LLC | 0.43% | Reduce -0.6% | 2,200,631 | $124.3M |
| Stifel Financial Corp. | 0.11% | Add +3.0% | 1,923,393 | $108.6M |
| HighTower Advisors, LLC | 0.14% | Reduce -0.7% | 1,787,825 | $101.0M |
| Kestra Advisory Services, LLC | 0.55% | Add +10.3% | 1,779,211 | $100.5M |
| Carlson Capital Management | 4.20% | Reduce -1.7% | 1,703,034 | $96.2M |
| Janney Montgomery Scott LLC | 0.22% | New | 1,434,643 | $81.0M |
| Baird Financial Group, Inc. | 0.14% | Add +10.7% | 1,323,629 | $74.8M |
| Mariner, LLC | 0.12% | Add +5.4% | 1,302,817 | $73.6M |
| Requisite Capital Management, LLC | 14.41% | Reduce -8.3% | 1,243,970 | $70.6M |
| Sanctuary Advisors, LLC | 0.40% | Reduce -2.0% | 1,074,880 | $63.4M |
| Thrivent Financial for Lutherans | 0.12% | Add +24.1% | 1,097,595 | $62.0M |
| Focus Partners Wealth | 0.16% | Add +1026.9% | 1,095,121 | $61.9M |
| Truist Financial Corp. | 0.09% | Add +3.4% | 1,048,152 | $59.2M |
| Steward Partners Investment Advisory, LLC | 0.50% | Add +2.6% | 1,003,226 | $56.7M |
| Traphagen Investment Advisors LLC | 5.72% | Add +0.8% | 995,664 | $56.2M |
| Atria Wealth Solutions, Inc. | 0.59% | Add +9.6% | 946,571 | $53.6M |
| Capital Asset Advisory Services LLC | 2.61% | Add +3.0% | 929,344 | $53.0M |
| Orion Porfolio Solutions, LLC | 0.52% | Reduce -6.9% | 924,626 | $52.2M |
| Orion Portfolio Solutions, LLC | 0.52% | Reduce -6.9% | 924,626 | $52.2M |
| Jones Financial Companies LLLP | 0.05% | Add +53.6% | 908,942 | $51.3M |
| Axxcess Wealth Management, LLC | 1.26% | Add +3.5% | 901,271 | $50.9M |
| Modern Wealth Management, LLC | 1.89% | Add +3.8% | 896,941 | $50.7M |
| Sfmg, LLC | 3.79% | Add +0.6% | 851,430 | $48.1M |
| Equitable Holdings, Inc. | 0.44% | Reduce -11.2% | 826,678 | $46.7M |
| Private Advisor Group, LLC | 0.26% | Add +1.2% | 823,193 | $46.5M |
| O'Brien Wealth Partners LLC | 8.33% | Add +5.2% | 818,019 | $46.2M |
| Northeast Financial Consultants Inc | 1.94% | Reduce -0.2% | 815,088 | $46.0M |
| Foundations Investment Advisors, LLC | 0.87% | Add +20.2% | 798,210 | $45.1M |
| Citigroup Inc. | 0.04% | Add +6.1% | 780,637 | $44.1M |
| Provident Wealth Management, LLC | 14.46% | Add +8.5% | 767,454 | $43.3M |
| RVW Wealth, LLC | 4.02% | Reduce -2.8% | 762,674 | $43.1M |
| Evensky & Katz LLC | 2.77% | Add +2.0% | 748,631 | $42.3M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -11.2% | 735,260 | $41.5M |
| Onyx Bridge Wealth Group LLC | 5.61% | Add +16.8% | 689,225 | $38.9M |
| Edge Capital Group, LLC | 1.60% | Reduce -100.0% | 20 | $35.8M |
| Kestra Private Wealth Services, LLC | 0.60% | Add +12.0% | 624,554 | $35.3M |
| Oppenheimer & Co. Inc. | 0.52% | Reduce -3.3% | 621,464 | $35.1M |
| Cooper Financial Group | 3.80% | Add +0.7% | 559,433 | $31.6M |
| Wilmington Savings Fund Society, FSB | 0.57% | Add +1.6% | 556,948 | $31.5M |
| Affinity Wealth Management LLC | 5.53% | Reduce -0.1% | 552,156 | $31.2M |
| Elevation Point Wealth Partners, LLC | 2.50% | New | 547,042 | $30.9M |
| Sigma Planning Corp | 0.96% | Reduce -7.4% | 540,958 | $30.6M |
| D.A. Davidson & Co. | 0.24% | Add +6.5% | 531,349 | $30.0M |
| Intelligence Driven Advisers, LLC | 5.58% | Reduce -30.5% | 525,479 | $29.7M |
| Wealthcare Advisory Partners LLC | 0.82% | Reduce -8.3% | 521,261 | $29.4M |
| Thoroughbred Financial Services, LLC | 1.73% | Add +3.9% | 500,238 | $28.3M |
| Certified Advisory Corp | 3.06% | Add +2.3% | 498,855 | $28.2M |
| Independent Financial Group, LLC | 0.93% | Add +10.5% | 493,849 | $27.9M |
| Brio Consultants, LLC | 4.34% | Add +0.9% | 490,888 | $27.7M |
| Hollencrest Capital Management | 1.11% | Reduce -6.5% | 489,006 | $27.6M |
| Wealth Group Ltd | 7.69% | Add +3.8% | 470,776 | $26.6M |
| Apexium Financial, LP | 1.58% | Add +17.6% | 460,079 | $26.1M |
| MAI Capital Management | 0.19% | Add +5.0% | 460,420 | $26.0M |
| Oxford Wealth Group, LLC | 16.61% | Add +33.4% | 454,954 | $25.7M |
| Grant Street Asset Management, Inc. | 6.66% | Reduce -0.2% | 450,993 | $25.5M |
| Retirement Planning Group, LLC | 1.27% | Reduce -1.6% | 448,463 | $25.3M |
| WR Wealth Planners, LLC | 8.08% | Add +4.1% | 445,126 | $25.1M |
| Paragon Capital Management Ltd | 4.98% | Add +0.3% | 439,038 | $24.8M |
| Harbour Investments, Inc. | 0.71% | Add +14.6% | 437,099 | $24.7M |
| Goldstein Advisors, LLC | 3.54% | Add +4.5% | 431,556 | $24.4M |
| Cora Capital Advisors LLC | 11.73% | Add +5.2% | 430,715 | $24.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 417,376 | $23.6M |
| Synovus Financial Corp. | 0.30% | Reduce -21.8% | 410,748 | $23.2M |
| Teamwork Financial Advisors, LLC | 2.97% | Add +4.6% | 403,693 | $22.8M |
| Foster Victor Wealth Advisors, LLC | 1.73% | Reduce -0.7% | 386,867 | $22.6M |
| Matauro, LLC | 4.88% | — | 399,382 | $22.6M |
| HBW Advisory Services LLC | 2.31% | Add +5.2% | 398,403 | $22.5M |
| PFG Advisors | 1.37% | Add +0.2% | 396,920 | $22.4M |
| Wiser Wealth Management, Inc | 6.25% | Reduce -4.3% | 394,432 | $22.3M |
| IAM Advisory, LLC | 5.64% | Add +0.8% | 394,078 | $22.3M |
| Captrust Financial Advisors | 0.06% | Add +3.7% | 392,325 | $22.2M |
| Cerity Partners LLC | 0.05% | Add +46.4% | 391,588 | $22.1M |
| Unique Wealth, LLC | 4.37% | Reduce -12.7% | 371,205 | $21.0M |
| &partners | 0.25% | Add +48.9% | 365,103 | $20.8M |
| Clark Capital Management Group, Inc. | 0.14% | Add +3.3% | 362,086 | $20.5M |
| Aprio Wealth Management, LLC | 2.98% | Add +10.3% | 362,017 | $20.4M |
| Atria Investments, Inc | 0.25% | Reduce -16.1% | 359,787 | $20.3M |
| Sanchez Wealth Management Group | 5.48% | Add +6.7% | 355,357 | $20.1M |
| Stratos Wealth Partners, LTD. | 0.28% | Reduce -1.5% | 340,897 | $19.3M |
| NewEdge Advisors, LLC | 0.11% | Reduce -9.9% | 335,468 | $18.9M |
| Concurrent Investment Advisors, LLC | 0.51% | Add +6.4% | 331,608 | $18.7M |
| Pacer Advisors, Inc. | 0.04% | Add +0.8% | 323,874 | $18.3M |
| Moneco Advisors, LLC | 1.92% | Add +51.8% | 322,342 | $18.2M |
| Prospera Financial Services Inc | 0.42% | Add +10.8% | 319,380 | $18.1M |
| IHT Wealth Management, LLC | 0.58% | Add +10.1% | 318,162 | $18.0M |
| Cwm, LLC | 0.07% | Reduce -0.3% | 317,320 | $17.9M |
| Independent Advisor Alliance | 0.23% | Add +4827.0% | 313,948 | $17.7M |
| Smith, Moore & Co. | 1.62% | Reduce -8.3% | 312,801 | $17.7M |
| WealthPLAN Partners, LLC | 2.48% | Reduce -4.1% | 310,107 | $17.5M |
| GEN Financial Management, INC. | 11.35% | — | 309,296 | $17.5M |
| Procyon Advisors, LLC | 1.10% | Add +0.9% | 305,023 | $17.2M |
| Hudock, Inc. | 2.97% | Reduce -0.1% | 301,539 | $17.0M |
| Bryn Mawr Trust Advisors, LLC | 0.92% | Add +7.8% | 300,578 | $17.0M |
| J.W. Cole Advisors, Inc. | 0.67% | Add +1.7% | 295,410 | $16.7M |
| Capital Advisors Wealth Management, LLC | 2.91% | Reduce -13.7% | 288,926 | $16.3M |
| Regimen Wealth, LLC | 5.33% | Reduce -0.8% | 288,817 | $16.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Add +17.8% | 286,331 | $16.2M |
| Ballast, Inc. | 4.59% | Add +18.6% | 284,228 | $16.1M |
| ODonnell Financial Services, LLC | 6.45% | Reduce -2.3% | 270,625 | $15.4M |
| Mgo One Seven LLC | 0.59% | Reduce -1.3% | 271,856 | $15.4M |
| Benchmark Financial Wealth Advisors, LLC | 4.89% | Add +9.9% | 270,173 | $15.3M |
| CMC Financial Group | 32.07% | Reduce -23.9% | 266,236 | $15.0M |
| Clay Northam Wealth Management, LLC | 9.65% | Add +0.4% | 264,527 | $14.9M |
| American Alpha Advisors, LLC | 13.55% | Add +57.8% | 263,739 | $14.9M |
| Sylvest Advisors, LLC | 9.08% | — | 261,522 | $14.8M |
| EverSource Wealth Advisors, LLC | 0.83% | Add +96.7% | 260,683 | $14.7M |
| Financial Partners Group, Inc | 2.05% | Add +2.7% | 249,260 | $14.1M |
| StoneX Group Inc. | 0.77% | Add +204.2% | 248,380 | $14.1M |
| Csenge Advisory Group | 0.76% | Reduce -6.4% | 249,120 | $14.1M |
| PSI Advisors, LLC | 4.15% | Add +5.2% | 247,678 | $14.0M |
| Instrumental Wealth, LLC | 12.74% | Add +9.7% | 232,549 | $13.5M |
| Madrona Financial Services, LLC | 3.65% | Add +7.1% | 237,057 | $13.4M |
| Clark Wealth Partners | 10.27% | — | 234,393 | $13.2M |
| Beaumont Financial Advisors, LLC | 0.98% | Add +4.1% | 231,266 | $13.1M |
| Global Retirement Partners, LLC | 0.37% | Add +7.5% | 231,134 | $13.1M |
| Heck Capital Advisors, LLC | 1.49% | Reduce -4.8% | 230,040 | $13.0M |
| Compound Planning, Inc. | 0.65% | Add +20.7% | 227,157 | $12.8M |
| Ausdal Financial Partners, Inc. | 1.10% | Add +232.0% | 226,506 | $12.8M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.89% | Reduce -0.0% | 226,177 | $12.8M |
| DAVENPORT & Co LLC | 0.07% | Reduce -2.5% | 226,106 | $12.8M |
| Principal Securities, Inc. | 0.28% | Add +6.5% | 219,592 | $12.4M |
| Fifth Third Bancorp | 0.04% | Add +6.6% | 219,564 | $12.4M |
| Great Valley Advisor Group, Inc. | 0.28% | Reduce -45.5% | 219,415 | $12.4M |
| Creative Financial Designs Inc. | 1.00% | Add +4.9% | 217,825 | $12.3M |
| Wedbush Securities Inc. | 0.44% | Add +3.2% | 217,520 | $12.3M |
| Meridian Wealth Management, LLC | 0.57% | Reduce -6.0% | 214,063 | $12.1M |
| Kraft, Davis & Associates, LLC | 3.44% | Reduce -8.2% | 210,179 | $12.1M |
| Advisory Services Network, LLC | 0.22% | Add +19.3% | 213,014 | $12.0M |
| Altus Wealth Group LLC | 5.27% | Add +4.7% | 210,890 | $11.9M |
| Level Four Advisory Services, LLC | 0.49% | Add +0.9% | 210,831 | $11.9M |
| Venture Visionary Partners LLC | 0.50% | Add +4.3% | 209,888 | $11.9M |
| Belpointe Asset Management LLC | 0.71% | Reduce -3.2% | 205,014 | $11.9M |
| Cozad Asset Management Inc. | 1.11% | Add +7.1% | 209,842 | $11.9M |
| Advisory Alpha, LLC | 0.42% | Add +7.8% | 206,752 | $11.7M |
| Longview Financial Advisors, Inc. | 9.17% | Add +2.4% | 206,069 | $11.6M |
| Financial Advocates Investment Management | 0.66% | Reduce -9.3% | 204,273 | $11.5M |
| Investment Advisory Services Inc. /TX | 3.92% | Add +5.8% | 196,831 | $11.1M |
| Prosperity Consulting Group, LLC | 0.83% | Add +13.3% | 195,746 | $11.1M |
| U.S. Capital Wealth Advisors, LLC | 0.34% | Add +19.9% | 194,234 | $11.0M |
| Cyr Financial Inc. | 9.99% | Add +2.8% | 193,902 | $11.0M |
| Owen LaRue, LLC | 5.69% | Reduce -0.1% | 192,807 | $10.9M |
| Centric Wealth Management | 2.94% | Add +215.0% | 192,791 | $10.9M |
| Lighthouse Wealth Management Inc. | 9.96% | — | 192,491 | $10.9M |
| Cornerstone Planning Group LLC | 2.64% | Add +4.1% | 182,390 | $10.8M |
| Presidio Capital Management, LLC | 5.70% | Add +32.3% | 188,510 | $10.6M |
| Plan Group Financial, LLC | 5.62% | Add +2.1% | 188,407 | $10.6M |
| Holland Advisory Services, Inc. | 13.88% | Add +1.5% | 188,260 | $10.6M |
| Copley Financial Group, Inc. | 8.04% | Add +76.0% | 185,956 | $10.5M |
| Geneos Wealth Management Inc. | 0.37% | Add +5.2% | 185,456 | $10.5M |
| KilterHowling LLC | 5.99% | Add +3.1% | 183,182 | $10.5M |
| Allworth Financial LP | 0.06% | Add +2578.0% | 178,596 | $10.4M |
| Chicago Wealth Management, Inc. | 5.42% | Add +0.9% | 184,572 | $10.4M |
| Gerber, LLC | 7.59% | Add +4.2% | 184,429 | $10.4M |
| RFG Advisory, LLC | 0.29% | Add +16.6% | 183,619 | $10.4M |
| Burns Matteson Capital Management, LLC | 5.78% | Add +0.2% | 182,450 | $10.3M |
| Ted Buchan & Co | 4.82% | Add +0.5% | 180,700 | $10.2M |
| Inlight Wealth Management, LLC | 5.86% | — | 179,514 | $10.1M |
| Moneywise, Inc. | 5.08% | Reduce -14.8% | 179,303 | $10.1M |
| IFP Advisors, Inc | 0.33% | Add +1.5% | 177,532 | $10.0M |
| XML Financial, LLC | 0.92% | Add +14.3% | 177,173 | $10.0M |
| Clear Creek Financial Management, LLC | 1.07% | Add +37.2% | 175,992 | $9.9M |
| Sepio Capital, LP | 0.77% | Reduce -17.6% | 169,597 | $9.6M |
| Stratos Wealth Advisors, LLC | 0.46% | Reduce -1.9% | 168,903 | $9.5M |
| Aptus Capital Advisors, LLC | 0.11% | Add +3.5% | 168,021 | $9.5M |
| Park Avenue Securities LLC | 0.10% | Add +67.7% | 167,806 | $9.5M |
| Fermata Advisors, LLC | 1.76% | Add +15.3% | 166,439 | $9.4M |
| Pacific Wealth Management | 4.95% | Add +0.8% | 165,749 | $9.4M |
| Sage Advisory Services, Ltd.Co. | 5.52% | Reduce -65.7% | 164,655 | $9.3M |
| World Investment Advisors | 0.25% | Add +2.3% | 163,668 | $9.2M |
| Avaii Wealth Management, LLC | 4.48% | Add +0.9% | 161,308 | $9.1M |
| Strategic Equity Management | 3.82% | Add +9.7% | 160,477 | $9.1M |
| Mitchell McLeod Pugh & Williams Inc. | 1.82% | Add +12.0% | 153,660 | $8.7M |
| LWM Advisory Services, LLC | 6.01% | Add +10.8% | 153,101 | $8.6M |
| Echo Wealth Management, LLC | 5.93% | Add +0.8% | 151,978 | $8.6M |
| Nations Financial Group Inc, /Ia/ | 0.62% | Reduce -0.6% | 150,987 | $8.5M |
| SPC Financial, Inc. | 0.74% | Reduce -22.6% | 150,946 | $8.5M |
| Accordant Advisory Group Inc | 8.16% | Add +15.8% | 149,802 | $8.5M |
| Ameritas Advisory Services, LLC | 0.29% | Add +26.4% | 147,790 | $8.3M |
| Perennial Investment Advisors, LLC | 0.97% | Add +26.9% | 146,289 | $8.3M |
| Jefferies Financial Group Inc. | 0.10% | Add +2.9% | 146,021 | $8.2M |
| USAdvisors Wealth Management, LLC | 2.65% | Add +18.7% | 144,592 | $8.2M |
| Clarus Wealth Advisors | 4.01% | Reduce -3.7% | 141,380 | $8.1M |
| Tamar Securities, LLC | 1.11% | Add +4.5% | 142,395 | $8.0M |
| Oxler Private Wealth LLC | 2.64% | Add +0.4% | 141,961 | $8.0M |
| Per Stirling Capital Management, LLC. | 1.14% | Add +5.3% | 141,662 | $8.0M |
| McAlister, Sweet & Associates, Inc. | 5.68% | Add +2.5% | 141,470 | $8.0M |
| Commonwealth Financial Services, LLC | 1.56% | Add +8.1% | 141,167 | $8.0M |
| Parcion Private Wealth LLC | 0.61% | Add +2.5% | 140,124 | $7.9M |
| Cathy Pareto & Associates, Inc. | 7.26% | — | 139,840 | $7.9M |
| Chicago Partners Investment Group LLC | 0.26% | Add +2.0% | 138,340 | $7.9M |
| Comerica Bank | 0.03% | Reduce -68.7% | 139,341 | $7.9M |
| Trustmark Bank Trust Department | 0.58% | Add +15.2% | 138,143 | $7.8M |
| Citadel Advisors | 0.01% | Add +444.0% | 137,935 | $7.8M |
| Wood Tarver Financial Group, LLC | 2.58% | — | 136,886 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +66.1% | 136,526 | $7.7M |
| IVC Wealth Advisors LLC | 4.21% | Add +6.0% | 133,123 | $7.5M |
| Trademark Financial Management, LLC | 5.96% | Add +3.3% | 132,836 | $7.5M |
| Blair William & Co. | 0.02% | Add +17.5% | 131,984 | $7.5M |
| Financial Guidance Group, Inc. | 4.08% | Add +5.3% | 131,983 | $7.5M |
| AllGen Financial Advisors, Inc. | 2.48% | Reduce -1.5% | 131,002 | $7.4M |
| Moors & Cabot, Inc. | 0.35% | Add +6.8% | 130,913 | $7.4M |
| Searcy Financial Services Inc. | 3.36% | Reduce -0.9% | 128,867 | $7.3M |
| RiverTree Advisors, LLC | 4.77% | Add +7.5% | 128,498 | $7.3M |
| Nilsine Partners, LLC | 0.76% | Add +2.3% | 126,197 | $7.1M |
| Mainsail Financial Group, LLC | 4.08% | Add +4.8% | 124,710 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.9% | 123,910 | $7.0M |
| Legacy Capital Wealth Management, LLC | 6.77% | — | 120,661 | $6.8M |
| WealthPlan Investment Management, LLC | 0.67% | Add +11.0% | 120,542 | $6.8M |
| Concourse Financial Group Securities, Inc. | 0.38% | Reduce -7.3% | 116,577 | $6.8M |
| Pinnacle Financial Partners Inc | 0.14% | Add +31.1% | 120,001 | $6.8M |
| MBL Wealth, LLC | 0.68% | Reduce -9.2% | 119,943 | $6.8M |
| Sagespring Wealth Partners, LLC | 0.18% | — | 119,896 | $6.8M |
| Team Financial Group, LLC | 3.88% | Reduce -0.6% | 119,781 | $6.8M |
| Fearless Solutions, LLC dba Best Invest | 5.12% | — | 118,860 | $6.7M |
| BlueChip Wealth Advisors LLC | 3.71% | Reduce -9.7% | 118,428 | $6.7M |
| Modus Advisors, LLC | 2.09% | Add +2.8% | 117,952 | $6.7M |
| Perissos Private Wealth Management, LLC | 4.95% | Add +12.1% | 117,268 | $6.6M |
| FWG Holdings, LLC | 3.15% | Add +0.0% | 113,878 | $6.6M |
| Aspire Capital Advisors LLC | 1.87% | Add +3.3% | 115,451 | $6.5M |
| Financial Management Network Inc. | 1.35% | Add +2.2% | 113,830 | $6.5M |
| Cresset Asset Management, LLC | 0.03% | Add +8.5% | 111,697 | $6.3M |
| Centaurus Financial, Inc. | 0.39% | Add +6.1% | 111,723 | $6.3M |
| One Plus One Wealth Management, LLC | 3.68% | Reduce -1.1% | 110,993 | $6.3M |
| Fiduciary Alliance LLC | 0.61% | Add +1.1% | 107,246 | $6.1M |
| Benjamin Edwards Inc. | 0.08% | Reduce -0.4% | 104,392 | $5.9M |
| Swisher Financial Concepts, Inc. | 6.92% | Reduce -45.4% | 104,051 | $5.9M |
| First Heartland Consultants, Inc. | 0.60% | Add +12.6% | 103,580 | $5.9M |
| AdvisorNet Financial, Inc | 0.49% | Add +9.5% | 102,525 | $5.8M |
| Titleist Asset Management, LLC | 0.67% | Add +12.0% | 102,393 | $5.8M |
| Aveo Capital Partners, LLC | 0.63% | Reduce -9.5% | 102,373 | $5.8M |
| Fidelis Capital Partners, LLC | 0.57% | Add +4.9% | 99,657 | $5.7M |
| CreativeOne Wealth, LLC | 0.18% | Add +52.5% | 101,459 | $5.7M |
| American Financial & Tax Strategies Inc. | 2.94% | Add +4.8% | 100,521 | $5.7M |
| Granby Capital Management, LLC | 2.93% | No change | 100,000 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -52.2% | 99,357 | $5.6M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -57.5% | 98,801 | $5.6M |
| Code Waechter LLC | 4.86% | Add +2.9% | 98,555 | $5.6M |
| Spectrum Strategic Capital Management, LLC | 3.49% | Add +57.9% | 98,028 | $5.5M |
| Sovran Advisors, LLC | 0.77% | — | 94,053 | $5.4M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.33% | Add +6.3% | 95,210 | $5.4M |
| Castle Wealth Management LLC | 2.11% | Reduce -5.2% | 94,723 | $5.4M |
| PMG Wealth Management, Inc. | 4.88% | — | 94,877 | $5.4M |
| AQR Capital Management | 0.01% | Add +1907.5% | 94,775 | $5.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +37.5% | 94,043 | $5.3M |
| Kickstand Ventures, Llc. | 1.35% | Reduce -4.5% | 93,576 | $5.3M |
| Beacon Investment Advisory Services, Inc. | 0.23% | Add +1.3% | 92,716 | $5.2M |
| Mma Asset Management LLC | 2.25% | Reduce -44.2% | 91,276 | $5.2M |
| National Wealth Management Group, LLC | 3.42% | Add +110.4% | 90,995 | $5.1M |
| Atlas Wealth LLC | 2.69% | Add +67.5% | 90,520 | $5.1M |
| Campbell Capital Management Inc. | 1.98% | No change | 89,645 | $5.1M |
| Verus Capital Partners, LLC | 0.48% | Add +58.1% | 89,067 | $5.0M |
| Anson Capital, Inc. | 4.36% | Add +0.6% | 88,687 | $5.0M |
| Perigon Wealth Management, LLC | 0.12% | Add +0.7% | 85,534 | $5.0M |
| Tandem Investment Partners LLC | 4.74% | — | 87,634 | $4.9M |
| Americana Partners, LLC | 0.20% | New | 87,100 | $4.9M |
| Founders Financial Securities LLC | 0.44% | Reduce -13.3% | 86,591 | $4.9M |
| FDx Advisors, Inc. | 1.41% | Reduce -0.6% | 85,548 | $4.8M |
| Lodestone Wealth Management LLC | 2.41% | Add +42.9% | 91,178 | $4.8M |
| Kingsview Wealth Management, LLC | 0.09% | Reduce -1.2% | 84,966 | $4.8M |
| Strategic Family Wealth Counselors, L.L.C. | 1.56% | Add +15.3% | 84,861 | $4.8M |
| Nwam LLC | 0.30% | Add +59.7% | 84,595 | $4.8M |
| Next Level Private LLC | 1.91% | Reduce -0.0% | 83,866 | $4.7M |
| Fairscale Capital, LLC | 4.07% | Reduce -2.0% | 83,385 | $4.7M |
| IFG Advisory, LLC | 0.27% | Add +2.2% | 82,831 | $4.7M |
| PCG Wealth Advisors, LLC | 1.72% | Add +4.4% | 82,712 | $4.7M |
| Kolinsky Wealth Management, LLC | 2.85% | Add +6.4% | 82,531 | $4.7M |
| Fagan Associates, Inc. | 0.74% | Add +3.7% | 82,372 | $4.7M |
| Marshall & Sterling Wealth Advisors Inc. | 3.21% | — | 82,234 | $4.6M |
| Grant/GrossMendelsohn, LLC | 2.41% | Reduce -14.3% | 81,275 | $4.6M |
| White Pine Investment CO | 1.24% | Add +114.7% | 81,539 | $4.6M |
| Merit Financial Group, LLC | 0.08% | Add +4.4% | 80,661 | $4.6M |
| Lunt Capital Management, Inc. | 1.77% | Add +33.3% | 80,393 | $4.5M |
| Aberdeen Group plc | 0.01% | Reduce -17.8% | 79,694 | $4.5M |
| Trilogy Capital Inc. | 0.23% | Reduce -1.7% | 79,541 | $4.5M |
| Carolinas Wealth Consulting LLC | 0.88% | Reduce -9.1% | 78,659 | $4.5M |
| International Assets Investment Management, LLC | 0.37% | New | 78,455 | $4.4M |
| Cary Street Partners Financial LLC | 0.14% | — | 78,393 | $4.4M |
| JBR Co Financial Management Inc | 2.69% | Add +5.1% | 78,243 | $4.4M |
| West Bancorporation Inc. | 2.87% | Reduce -5.9% | 77,331 | $4.4M |
| Calton & Associates, Inc. | 1.92% | Reduce -56.1% | 76,928 | $4.3M |
| First PREMIER Bank | 1.09% | Reduce -0.6% | 75,882 | $4.3M |
| Future Financial Wealth Managment LLC | 3.12% | Add +4.5% | 75,405 | $4.3M |
| Journey Strategic Wealth LLC | 0.16% | Add +0.7% | 74,294 | $4.2M |
| Pinnacle Wealth Management Group, Inc. | 2.61% | Add +4.4% | 74,119 | $4.2M |
| Lane & Associates LLC | 2.16% | Add +1.4% | 72,096 | $4.2M |
| Copia Wealth Management | 3.95% | — | 73,573 | $4.2M |
| Columbia Advisory Partners LLC | 3.84% | Reduce -72.7% | 73,158 | $4.1M |
| Penobscot Wealth Management | 1.90% | Add +5.9% | 72,986 | $4.1M |
| Pine Valley Investments Ltd Liability Co | 0.27% | Reduce -0.4% | 72,385 | $4.1M |
| EPG Wealth Management LLC | 1.08% | Add +0.2% | 72,539 | $4.1M |
| Compass Capital Corp. /Ma/ | 1.57% | — | 68,742 | $4.0M |
| Focus Financial Network, Inc. | 0.16% | Add +15.9% | 69,549 | $3.9M |
| Annex Advisory Services, LLC | 0.12% | Reduce -8.8% | 69,766 | $3.9M |
| Bedel Financial Consulting, Inc. | 0.55% | Add +7.4% | 67,705 | $3.9M |
| Symphony Financial Services, Inc. | 3.15% | Add +12.7% | 69,331 | $3.9M |
| PKS Advisory Services, LLC | 0.97% | — | 68,425 | $3.9M |
| Apollon Wealth Management, LLC | 0.09% | Add +3.2% | 68,334 | $3.9M |
| Tyler-Stone Wealth Management | 0.68% | Reduce -2.9% | 68,134 | $3.8M |
| Fortem Financial Group, LLC | 1.46% | Add +1.2% | 66,808 | $3.8M |
| Insight Advisors, LLC/ PA | 0.64% | Reduce -6.9% | 66,479 | $3.7M |
| Cerro Pacific Wealth Advisors LLC | 1.24% | Add +14.1% | 64,550 | $3.7M |
| Medallion Wealth Advisors, LLC | 1.85% | — | 66,382 | $3.7M |
| Schmidt P J Investment Management Inc. | 0.64% | Reduce -4.4% | 65,566 | $3.7M |
| Private Client Services, LLC | 1.97% | Reduce -6.3% | 64,731 | $3.7M |
| S. R. Schill & Associates | 3.03% | Reduce -3.1% | 64,220 | $3.6M |
| Main Street Financial Solutions, LLC | 0.36% | Add +7.9% | 64,189 | $3.6M |
| Fortis Advisors, LLC | 2.37% | Add +1.0% | 63,812 | $3.6M |
| Gotham Asset Management | 0.03% | Add +18.3% | 63,350 | $3.6M |
| Golden State Wealth Management, LLC | 0.53% | — | 62,877 | $3.6M |
| Brookstone Capital Management | 0.05% | Add +8.5% | 62,118 | $3.5M |
| Atlantic Family Wealth, LLC | 4.05% | — | 60,575 | $3.4M |
| Endowment Wealth Management, Inc. | 2.29% | Add +92.1% | 60,354 | $3.4M |
| Atlas Financial Advisors, Inc. | 5.32% | Add +139.7% | 60,342 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -56.8% | 59,927 | $3.4M |
| Glen Eagle Advisors, LLC | 0.56% | Add +6.3% | 59,659 | $3.4M |
| Madison Park Capital Advisors, LLC | 2.67% | Reduce -20.7% | 59,293 | $3.3M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -0.7% | 58,237 | $3.3M |
| BankPlus Wealth Management LLC | 2.43% | — | 57,786 | $3.3M |
| Alpha Financial Partners LLC | 2.57% | New | 57,595 | $3.3M |
| Firestone Capital Management | 0.80% | Add +2.1% | 57,274 | $3.2M |
| Cohen & Steers, Inc. | 0.01% | No change | 56,609 | $3.2M |
| Stapp Wealth Management, PLLC | 4.97% | Add +6.2% | 56,394 | $3.2M |
| Royal Harbor Partners, LLC | 1.20% | Add +3.3% | 56,285 | $3.2M |
| Bay Capital Advisors, LLC | 2.56% | — | 56,251 | $3.2M |
| White Knight Strategic Wealth Advisors, LLC | 1.33% | Add +104.5% | 56,166 | $3.2M |
| Nvest Financial, LLC | 1.61% | Add +3.5% | 55,990 | $3.2M |
| CoreCap Advisors, LLC | 0.14% | Reduce -18.6% | 55,727 | $3.1M |
| Valtinson Bruner Financial Planning LLC | 1.10% | Reduce -1.5% | 55,699 | $3.1M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 55,462 | $3.1M |
| McKinley Carter Wealth Services, Inc. | 0.19% | Reduce -12.9% | 55,089 | $3.1M |
| Lionsbridge Wealth Management LLC | 2.61% | Reduce -7.1% | 55,000 | $3.1M |
| Vienna Asset Management LLC | 2.10% | Add +47.2% | 54,996 | $3.1M |
| SFI Advisors, LLC | 2.17% | Add +0.4% | 54,822 | $3.1M |
| Avalon Capital Management | 1.00% | Reduce -0.6% | 54,784 | $3.1M |
| Oregon Pacific Wealth Management, LLC | 3.03% | — | 54,766 | $3.1M |
| Post Resch Tallon Group Inc. | 2.94% | — | 53,708 | $3.0M |
| Diversified Trust Co. | 0.07% | Add +0.1% | 53,382 | $3.0M |
| TAP Consulting, LLC | 0.61% | Reduce -6.1% | 52,895 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -1.7% | 52,803 | $3.0M |
| BCS Wealth Management | 0.73% | Add +14.4% | 51,801 | $2.9M |
| Betterment LLC | 0.01% | Reduce -6.3% | 51,799 | $2.9M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.07% | Add +0.7% | 51,776 | $2.9M |
| Stegent Equity Advisors, Inc. | 2.93% | Add +22.3% | 51,189 | $2.9M |
| ORG Partners LLC | 0.40% | Add +2.3% | 50,763 | $2.9M |
| Money Concepts Capital Corp. | 0.21% | Add +0.9% | 50,240 | $2.8M |
| Stillwater Wealth Management Group | 2.54% | — | 50,032 | $2.8M |
| Fortis Capital Management LLC | 0.52% | Add +11.7% | 49,646 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.19% | Add +5.3% | 49,256 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.1% | 48,695 | $2.8M |
| KPP Advisory Services LLC | 0.65% | Add +4.9% | 48,659 | $2.7M |
| Smart Portfolios, LLC | 2.88% | Add +1.6% | 48,652 | $2.7M |
| Smith Thornton Advisors LLC | 1.69% | Reduce -0.1% | 47,375 | $2.7M |
| Optima Capital LLC | 1.83% | — | 46,798 | $2.7M |
| Householder Group Estate & Retirement Specialist, LLC | 1.98% | Add +8.1% | 46,871 | $2.6M |
| Sandbox Financial Partners, LLC | 0.88% | Add +8.3% | 46,827 | $2.6M |
| Proactive Wealth Strategies LLC | 1.37% | Add +9.9% | 46,689 | $2.6M |
| Apollon Financial, LLC | 0.66% | Add +10.1% | 46,564 | $2.6M |
| Arkadios Wealth Advisors | 0.14% | Add +27.3% | 45,975 | $2.6M |
| Lokken Investment Group LLC | 1.11% | Add +2.6% | 45,619 | $2.6M |
| Evolution Wealth Advisors, LLC | 0.43% | Reduce -55.8% | 45,385 | $2.6M |
| Prairie Sky Financial Group LLC | 1.55% | Reduce -43.1% | 44,841 | $2.5M |
| Good Life Advisors, LLC | 0.18% | Reduce -30.6% | 44,832 | $2.5M |
| Brown Advisory Inc. | 0.00% | Add +4.0% | 44,793 | $2.5M |
| Old Mission Capital LLC | 0.06% | New | 44,321 | $2.5M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -0.4% | 43,948 | $2.5M |
| KMG Fiduciary Partners, LLC | 0.21% | Add +5.5% | 43,927 | $2.5M |
| Western Wealth Management, LLC | 0.13% | Add +3.3% | 43,746 | $2.5M |
| Dana Investment Advisors, Inc. | 0.08% | Add +0.4% | 43,498 | $2.5M |
| Ellis Investment Partners, LLC | 0.48% | Add +1.0% | 43,024 | $2.4M |
| Secure Asset Management, LLC | 0.36% | Reduce -22.1% | 42,587 | $2.4M |
| Opinicus Capital, Inc. | 2.01% | Reduce -0.4% | 42,297 | $2.4M |
| TrueWealth Advisors, LLC | 0.79% | Add +7.8% | 41,815 | $2.4M |
| Renaissance Technologies | 0.00% | New | 41,400 | $2.3M |
| Mayfair Advisory Group, LLC | 1.38% | Add +13.5% | 41,370 | $2.3M |
| Pasadena Private Wealth, LLC | 0.48% | Reduce -2.6% | 41,306 | $2.3M |
| Sowell Financial Services LLC | 0.12% | New | 41,023 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Add +219.5% | 40,892 | $2.3M |
| Socha Financial Group, LLC | 1.08% | Reduce -87.5% | 40,856 | $2.3M |
| Edge Financial Advisors LLC | 2.06% | Reduce -2.4% | 40,807 | $2.3M |
| TruWealth Advisors, LLC | 0.14% | Add +12.2% | 40,539 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -0.4% | 40,397 | $2.3M |
| NCM Capital Management, LLC | 1.02% | Add +3.9% | 39,998 | $2.3M |
| AlTi Global, Inc. | 0.05% | New | 39,309 | $2.3M |
| ERn Financial, LLC | 0.34% | Reduce -1.1% | 39,740 | $2.2M |
| Strategic Blueprint, LLC | 0.13% | Add +18.7% | 39,595 | $2.2M |
| Flagship Harbor Advisors, LLC | 0.12% | Reduce -67.5% | 39,228 | $2.2M |
| Bison Wealth, LLC | 0.49% | Reduce -12.3% | 39,006 | $2.2M |
| Kingswood Wealth Advisors, LLC | 0.17% | Add +43.1% | 38,944 | $2.2M |
| National Bank of Canada | 0.00% | Add +172.9% | 38,942 | $2.2M |
| 49 Wealth Management, LLC | 0.31% | Reduce -25.2% | 38,727 | $2.2M |
| BigSur Wealth Management LLC | 0.62% | Reduce -1.8% | 38,455 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.39% | Add +11.3% | 37,485 | $2.1M |
| WealthTrak Capital Management LLC | 1.79% | — | 37,478 | $2.1M |
| FMR LLC | 0.00% | Add +15.8% | 37,336 | $2.1M |
| Petros Family Wealth, LLC | 2.27% | — | 37,184 | $2.1M |
| Atlas Wealth Partners, LLC | 2.65% | Add +14.3% | 36,987 | $2.1M |
| Berkeley, Inc | 1.08% | New | 36,872 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 36,378 | $2.1M |
| Flow Traders U.S. LLC | 0.08% | Add +37.6% | 36,341 | $2.1M |
| Coastline Trust Co | 0.24% | Reduce -5.7% | 36,076 | $2.0M |
| Laidlaw Wealth Management LLC | 0.88% | Reduce -19.3% | 35,969 | $2.0M |
| High Net Worth Advisory Group LLC | 0.55% | Reduce -2.6% | 34,916 | $2.0M |
| Ballew Advisors, Inc | 1.25% | Add +22.2% | 34,409 | $2.0M |
| Cornerstone Advisory, LLC | 0.22% | Reduce -53.4% | 33,293 | $1.9M |
| Encompass More Asset Management | 0.64% | Add +4.5% | 34,229 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Add +2.6% | 34,058 | $1.9M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Reduce -4.2% | 34,119 | $1.9M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -5.7% | 33,892 | $1.9M |
| Camarda Financial Advisors, LLC | 0.72% | Reduce -1.1% | 33,782 | $1.9M |
| Summit Wealth Partners, LLC | 0.39% | Reduce -5.7% | 33,575 | $1.9M |
| Private Trust Co. NA | 0.19% | Reduce -2.0% | 33,248 | $1.9M |
| Herold Advisors, Inc. | 0.41% | Add +0.3% | 33,100 | $1.9M |
| Intrepid Financial Planning Group LLC | 0.78% | Add +0.2% | 32,705 | $1.8M |
| Flagstar Securities, Inc. | 0.46% | Add +2.8% | 32,530 | $1.8M |
| Secured Retirement Advisors, LLC | 1.05% | Add +5.7% | 32,584 | $1.8M |
| Paragon Advisors, LLC | 0.63% | Add +14.1% | 32,561 | $1.8M |
| Capasso Planning Partners LLC | 0.73% | Reduce -32.3% | 32,218 | $1.8M |
| Ofc Financial Planning, LLC | 1.88% | — | 31,628 | $1.8M |
| Silver Oak Securities, Incorporated | 0.16% | Add +10.0% | 31,509 | $1.8M |
| Creekmur Asset Management LLC | 0.40% | Add +0.2% | 31,193 | $1.8M |
| Global Assets Advisory, LLC | 0.97% | Reduce -0.5% | 30,990 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Add +19.1% | 30,900 | $1.7M |
| Nova Wealth Management, Inc. | 1.51% | — | 30,824 | $1.7M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +4.6% | 30,734 | $1.7M |
| SlateStone Wealth, LLC | 0.17% | Reduce -4.5% | 30,588 | $1.7M |
| Investment Partners Asset Management, Inc. | 1.36% | Add +5.1% | 30,582 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -3.1% | 30,542 | $1.7M |
| MTM Investment Management, LLC | 0.66% | Reduce -0.4% | 30,508 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Add +6.4% | 30,485 | $1.7M |
| World Equity Group, Inc. | 0.36% | Add +118.4% | 29,990 | $1.7M |
| New England Private Wealth Advisors LLC | 0.27% | Add +0.4% | 29,922 | $1.7M |
| Creative Planning | 0.00% | Reduce -6.2% | 28,534 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Add +7.6% | 28,495 | $1.6M |
| Unified Investment Management | 1.81% | — | 28,225 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Add +10.6% | 28,152 | $1.6M |
| Hazlett, Burt & Watson, Inc. | 0.70% | Reduce -10.2% | 28,067 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +16.2% | 27,901 | $1.6M |
| GPS Wealth Strategies Group, LLC | 0.20% | Reduce -1.5% | 27,667 | $1.6M |
| Oder Investment Management, LLC | 1.30% | Add +2.6% | 27,542 | $1.6M |
| Triumph Capital Management | 0.53% | Reduce -15.0% | 27,357 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -40.4% | 27,292 | $1.5M |
| Ameriflex Group, Inc. | 0.70% | — | 26,503 | $1.5M |
| WNY Asset Management, LLC | 0.19% | Reduce -50.3% | 26,771 | $1.5M |
| Circle Wealth Management, LLC | 0.03% | Add +10.2% | 26,274 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.43% | Add +2.7% | 26,209 | $1.5M |
| Hickory Asset Management, Inc. | 1.22% | — | 25,478 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +380.6% | 25,352 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -76.6% | 25,094 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.26% | No change | 24,758 | $1.4M |
| RPS Advisory Solutions LLC | 0.87% | Add +24.0% | 24,728 | $1.4M |
| HF Advisory Group, LLC | 0.64% | Add +6.7% | 24,643 | $1.4M |
| Empire Financial Management Company, LLC | 0.43% | Add +9.0% | 24,571 | $1.4M |
| Adapt Wealth Advisors, LLC | 0.68% | Reduce -89.0% | 24,517 | $1.4M |
| Global Financial Private Client, LLC | 0.52% | Add +0.7% | 24,447 | $1.4M |
| Maridea Wealth Management LLC | 0.45% | — | 24,442 | $1.4M |
| AllSquare Wealth Management LLC | 0.79% | No change | 24,295 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -6.7% | 24,124 | $1.4M |
| Garden State Investment Advisory Services LLC | 0.42% | Add +8.0% | 24,016 | $1.4M |
| Rollins Financial Advisors, LLC | 0.21% | Reduce -3.0% | 23,902 | $1.4M |
| Miller Investment Management, LP | 0.15% | No change | 23,753 | $1.3M |
| Bright Futures Wealth Management, LLC. | 1.20% | Reduce -1.1% | 22,731 | $1.3M |
| DHK Financial Advisors, Inc. | 0.81% | Add +0.4% | 23,494 | $1.3M |
| Scarborough Advisors, LLC | 0.19% | New | 23,532 | $1.3M |
| Insight Wealth Partners, LLC | 0.80% | Reduce -0.9% | 22,343 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -94.0% | 22,282 | $1.3M |
| Legacy Financial Strategies, LLC | 0.27% | Reduce -0.9% | 22,211 | $1.3M |
| Vicus Capital | 0.11% | Add +0.6% | 22,232 | $1.3M |
| Arq Wealth Advisors, LLC | 0.47% | Add +68.7% | 21,906 | $1.2M |
| GG Group Ventures, LLC | 1.60% | Reduce -0.8% | 21,529 | $1.2M |
| Tudor Investment Corporation | 0.01% | Add +102.3% | 21,485 | $1.2M |
| Midland Wealth Advisors, LLC | 0.07% | Add +9.5% | 21,235 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.12% | Add +8.1% | 21,173 | $1.2M |
| TRUE Private Wealth Advisors | 0.14% | Add +5.8% | 21,082 | $1.2M |
| Savvy Advisors, Inc. | 0.14% | Add +12.2% | 21,081 | $1.2M |
| ZEGA Investments, LLC | 0.35% | — | 20,081 | $1.2M |
| Verity Asset Management, Inc. | 0.66% | Reduce -17.0% | 22,879 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -78.3% | 20,667 | $1.2M |
| Heritage Wealth Management, Inc. | 0.38% | Add +5.7% | 20,501 | $1.2M |
| Ergawealth Advisors, Inc. | 0.57% | Add +4.4% | 20,374 | $1.2M |
| Able Wealth Management LLC | 0.75% | Reduce -2.4% | 20,253 | $1.1M |
| Magnolia Capital Advisors LLC | 0.29% | New | 20,022 | $1.1M |
| Avantra Family Wealth, Inc. | 1.06% | — | 20,008 | $1.1M |
| Optivise Advisory Services LLC | 0.60% | Reduce -3.4% | 19,819 | $1.1M |
| Rovin Capital /Ut/ | 0.40% | Add +55.0% | 19,484 | $1.1M |
| Atlas Private Wealth Advisors | 0.16% | Reduce -5.2% | 19,412 | $1.1M |
| Rothschild Investment LLC | 0.07% | Add +1.7% | 19,332 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.35% | Reduce -1.1% | 19,231 | $1.1M |
| Allie Family Office LLC | 0.60% | Add +14.4% | 19,192 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.39% | Add +29.7% | 19,143 | $1.1M |
| 1858 Wealth Management, LLC | 0.85% | No change | 19,000 | $1.1M |
| MFA Wealth Services | 0.86% | — | 18,993 | $1.1M |
| Lake Street Private Wealth, LLC | 0.17% | Add +14.2% | 18,881 | $1.1M |
| Lion Street Advisors, LLC | 0.34% | Add +6.1% | 18,870 | $1.1M |
| Ancora Advisors LLC | 0.02% | Reduce -3.8% | 18,746 | $1.1M |
| Cypress Wealth Services, LLC | 0.21% | Add +0.7% | 18,683 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +28.6% | 18,306 | $1.0M |
| Opal Wealth Advisors, LLC | 0.31% | Reduce -5.4% | 18,284 | $1.0M |
| Thompson David Blair | 0.75% | — | 18,133 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 18,060 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +34.8% | 18,044 | $1.0M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -28.2% | 18,016 | $1.0M |
| Key Financial Inc | 0.23% | Add +1489.6% | 18,010 | $1.0M |
| Beam Wealth Advisors, Inc. | 0.32% | Add +20.9% | 17,659 | $997K |
| Compass Advisory Group LLC | 0.36% | No change | 17,511 | $993K |
| Claro Advisors Inc. | 0.13% | Add +14.4% | 17,304 | $977K |
| Liberty Wealth Management LLC | 0.16% | Add +5.6% | 17,234 | $973K |
| Wbi Investments, LLC | 0.24% | Reduce -2.5% | 17,081 | $965K |
| Alta Wealth Advisors LLC | 0.42% | Add +3.7% | 16,974 | $959K |
| WMS Partners, LLC | 0.05% | New | 16,840 | $951K |
| Capstone Wealth Management Group LLC | 0.72% | — | 16,825 | $950K |
| GWN Securities Inc. | 0.25% | — | 16,238 | $950K |
| Choreo, LLC | 0.01% | Reduce -2.8% | 16,533 | $934K |
| IronOak Wealth LLC. | 1.04% | — | 16,410 | $931K |
| Lowe Wealth Advisors, LLC | 0.40% | Add +7.6% | 16,461 | $930K |
| Long Island Wealth Management, Inc. | 0.58% | Add +3.8% | 16,429 | $928K |
| Sloy Dahl & Holst, LLC | 0.12% | Add +21.9% | 16,326 | $922K |
| Resurgent Financial Advisors LLC | 0.54% | Reduce -3.1% | 16,262 | $918K |
| BankPlus Trust Department | 0.30% | — | 16,235 | $917K |
| Mutual Advisors, LLC | 0.03% | Add +1.5% | 15,592 | $905K |
| Advisor Resource Council | 0.65% | New | 16,010 | $904K |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +63.8% | 15,957 | $901K |
| DSG Capital Advisors, LLC | 0.16% | — | 15,869 | $896K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +18.1% | 15,863 | $896K |
| Romano Brothers and Company | 0.11% | Add +5.8% | 15,825 | $894K |
| Kraematon Investment Advisors, Inc. | 0.88% | Add +1.8% | 15,779 | $891K |
| One Capital Management, LLC | 0.03% | No change | 15,740 | $889K |
| RKL Wealth Management LLC | 0.08% | New | 15,709 | $887K |
| Financial Security Advisor, Inc. | 0.22% | Add +350.9% | 15,603 | $885K |
| Trivium Point Advisory, LLC | 0.11% | Reduce -7.6% | 15,110 | $853K |
| Brass Tax Wealth Management, Inc. | 0.18% | Add +8.0% | 15,104 | $853K |
| Lido Advisors, LLC | 0.01% | New | 14,951 | $847K |
| Comprehensive Financial Planning, Inc. | 0.71% | — | 14,974 | $846K |
| Novem Group | 0.13% | — | 14,964 | $845K |
| Caprock Group, LLC | 0.03% | Add +0.5% | 14,742 | $836K |
| Crown Wealth Group, LLC | 0.34% | Reduce -12.2% | 14,767 | $834K |
| Fortis Capital Advisors, LLC | 0.28% | No change | 14,304 | $827K |
| Bravias Capital Group, LLC | 0.67% | — | 14,200 | $824K |
| Centerpoint Advisory Group | 0.79% | — | 14,469 | $817K |
| Gainplan LLC | 0.31% | Reduce -16.3% | 14,375 | $812K |
| Channel Wealth LLC | 0.26% | Reduce -0.7% | 14,214 | $803K |
| 5T Wealth, LLC | 0.43% | — | 13,842 | $782K |
| Gateway Wealth Partners, LLC | 0.20% | Add +27.3% | 13,819 | $780K |
| Barnes Pettey Financial Advisors, LLC | 0.60% | Reduce -0.5% | 13,807 | $780K |
| Strategic Financial Concepts, LLC | 0.15% | New | 13,760 | $777K |
| Autumn Glory Partners, LLC | 0.38% | Reduce -2.9% | 13,640 | $770K |
| M Holdings Securities, Inc. | 0.12% | Add +0.7% | 13,578 | $767K |
| Barrett & Company, Inc. | 0.32% | Add +1.2% | 13,515 | $763K |
| Guardian Asset Advisors, LLC | 0.49% | Reduce -2.3% | 13,459 | $761K |
| Wetzel Investment Advisors, Inc. | 0.37% | No change | 13,227 | $750K |
| Tyche Wealth Partners LLC | 0.16% | Add +6.0% | 13,137 | $742K |
| Saxony Capital Management, LLC | 0.65% | Reduce -32.1% | 13,122 | $741K |
| Stewardship Advisors, LLC | 0.20% | Reduce -9.5% | 13,075 | $738K |
| Diligent Investors, LLC | 0.17% | No change | 13,000 | $734K |
| Vertex Planning Partners, LLC | 0.16% | Add +0.1% | 12,994 | $734K |
| BCGM Wealth Management, LLC | 0.23% | Add +0.3% | 12,916 | $730K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Add +2.4% | 12,861 | $726K |
| Summit Asset Management, LLC | 0.13% | No change | 12,860 | $726K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.4% | 12,705 | $718K |
| Townsquare Capital LLC | 0.01% | Reduce -13.8% | 12,697 | $717K |
| Breakwater Capital Group | 0.14% | Add +1.4% | 12,595 | $711K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -0.2% | 12,386 | $700K |
| Millstone Evans Group, LLC | 0.47% | — | 12,243 | $692K |
| AE Wealth Management LLC | 0.01% | Reduce -56.3% | 12,224 | $690K |
| GK Wealth Management LLC | 0.87% | — | 12,204 | $689K |
| SOL Capital Management CO | 0.08% | Add +10.0% | 12,055 | $681K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +9.7% | 12,006 | $678K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -14.0% | 11,961 | $676K |
| Powers Advisory Group, LLC | 0.34% | Add +1.4% | 11,931 | $674K |
| Inspire Advisors, LLC | 0.08% | Reduce -23.1% | 11,927 | $674K |
| Weaver Consulting Group | 0.21% | Reduce -67.3% | 11,825 | $668K |
| Stephens Inc. | 0.01% | Reduce -18.6% | 11,779 | $665K |
| Bank of Montreal | 0.00% | Reduce -49.9% | 11,228 | $634K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -2.4% | 10,980 | $620K |
| Berger Financial Group, Inc | 0.04% | Reduce -2.1% | 10,956 | $619K |
| Cahill Financial Advisors Inc. | 0.08% | Add +1.2% | 10,894 | $615K |
| Continuum Advisory, LLC | 0.08% | Reduce -8.6% | 10,617 | $600K |
| Obsidian Cio, LLC | 0.11% | Add +8.5% | 10,599 | $599K |
| MWA Asset Management | 0.39% | Add +5.5% | 10,441 | $590K |
| NTV Asset Management LLC | 0.08% | No change | 10,375 | $586K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +68.5% | 10,359 | $585K |
| Silverlake Wealth Management LLC | 0.23% | Add +39.9% | 10,357 | $585K |
| JFG Wealth Management, LLC | 0.13% | Reduce -2.1% | 10,352 | $585K |
| Jacksonville Wealth Management, LLC | 0.54% | — | 10,302 | $582K |
| Aurora Private Wealth, Inc. | 0.43% | Reduce -11.7% | 10,254 | $579K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 10,170 | $577K |
| Turning Point Benefit Group, Inc. | 0.54% | — | 12,950 | $570K |
| Coordinated Financial Services, Inc. | 0.44% | — | 9,875 | $558K |
| Fortress Private Ledger, LLC | 0.34% | — | 9,849 | $556K |
| ProVise Management Group, LLC | 0.05% | Add +13.2% | 9,761 | $551K |
| Capital Advisors, Ltd. LLC | 0.07% | No change | 9,740 | $550K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.0% | 9,676 | $547K |
| BKM Wealth Management, LLC | 0.22% | No change | 9,603 | $542K |
| OxenFree Capital LLC | 0.40% | Reduce -9.4% | 9,457 | $534K |
| Centurion Wealth Management LLC | 0.17% | Add +15.3% | 9,437 | $533K |
| Ranch Capital Advisors Inc. | 0.25% | Add +3.0% | 9,402 | $533K |
| EWG Elevate Inc. | 0.16% | New | 9,395 | $531K |
| Benchmark Wealth Management, LLC | 0.26% | Reduce -0.5% | 9,278 | $524K |
| Tranquility Partners, LLC | 0.20% | Reduce -5.1% | 9,240 | $522K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +11.9% | 9,236 | $522K |
| Hofer & Associates. Inc | 0.35% | Add +22.1% | 9,171 | $518K |
| RTD Financial Advisors, Inc. | 0.07% | No change | 9,100 | $514K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 9,016 | $509K |
| Balefire, LLC | 0.17% | Add +7.4% | 8,943 | $506K |
| GSG Advisors LLC | 0.16% | Add +0.4% | 8,853 | $500K |
| West Michigan Advisors, LLC | 0.15% | Reduce -15.2% | 8,782 | $498K |
| Glass Jacobson Investment Advisors llc | 0.16% | Add +21.1% | 8,818 | $498K |
| Stark Wealth Management LLC | 0.37% | — | 8,816 | $498K |
| Pathstone Holdings, LLC | 0.00% | Add +43.9% | 8,672 | $490K |
| WealthCare Investment Partners, LLC | 0.21% | Add +0.4% | 8,544 | $483K |
| Prospect Financial Services LLC | 0.26% | Add +0.1% | 8,500 | $480K |
| L & S Advisors Inc | 0.06% | Reduce -15.0% | 8,440 | $477K |
| Exchange Traded Concepts, LLC | 0.01% | Add +500.0% | 8,388 | $474K |
| Bey-Douglas LLC | 0.41% | Reduce -0.8% | 8,345 | $471K |
| PFG Investments, LLC | 0.03% | Add +34.6% | 8,316 | $470K |
| Kovack Advisors, Inc. | 0.05% | New | 8,245 | $466K |
| Ocean Park Asset Management, LLC | 0.02% | New | 8,155 | $461K |
| Retireful, LLC | 0.26% | No change | 8,148 | $460K |
| Quantum Private Wealth, LLC | 0.15% | Add +9.4% | 8,046 | $454K |
| Modera Wealth Management, LLC | 0.01% | Add +36.8% | 8,024 | $453K |
| Plotkin Financial Advisors, LLC | 0.27% | Reduce -15.4% | 8,012 | $453K |
| FNY Investment Advisers, LLC | 0.24% | New | 8,000 | $451K |
| Private Portfolio Partners LLC | 0.08% | Reduce -2.9% | 7,941 | $448K |
| Keystone Financial Group | 0.04% | Add +16.9% | 7,931 | $448K |
| Hilltop Holdings Inc. | 0.03% | Add +117.6% | 7,917 | $447K |
| Jacobi Capital Management LLC | 0.03% | Reduce -0.3% | 7,863 | $444K |
| Front Row Advisors LLC | 0.15% | Add +9.3% | 7,778 | $441K |
| Fiducient Advisors LLC | 0.05% | No change | 7,770 | $441K |
| Trust Co. of Oklahoma | 0.14% | No change | 7,797 | $440K |
| Next Level Wealth Planning, LLC | 0.34% | — | 7,654 | $432K |
| NewEdge Wealth, LLC | 0.01% | Reduce -18.3% | 7,650 | $432K |
| Soundwatch Capital LLC | 0.04% | Add +59.8% | 7,541 | $426K |
| Arete Wealth Advisors, LLC | 0.03% | Add +78.0% | 7,494 | $423K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -10.6% | 7,463 | $422K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -2.0% | 7,324 | $414K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Reduce -0.1% | 7,290 | $412K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -29.3% | 7,256 | $410K |
| Philip James Wealth Mangement, LLC | 0.05% | Reduce -83.3% | 7,218 | $408K |
| Florida Financial Advisors, LLC | 0.18% | Add +13.8% | 7,198 | $407K |
| Napa Wealth Management | 0.17% | New | 7,035 | $397K |
| FWL Investment Management, LLC | 0.14% | Add +27.0% | 6,999 | $395K |
| Wealth Management Associates, Inc. | 0.17% | Reduce -5.8% | 6,975 | $394K |
| LexAurum Advisors, LLC | 0.08% | New | 6,917 | $391K |
| Wealth Watch Advisors, INC | 0.24% | — | 6,879 | $389K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -7.0% | 6,877 | $386K |
| Beck Bode, LLC | 0.07% | Reduce -25.5% | 6,744 | $381K |
| Millennium Management | 0.00% | Reduce -47.7% | 6,730 | $380K |
| Delta Investment Management, LLC | 0.07% | Reduce -0.3% | 6,714 | $379K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.6% | 6,669 | $377K |
| Spire Wealth Management | 0.01% | Add +28.2% | 6,622 | $374K |
| CIBC Private Wealth Group LLC | 0.00% | Add +34.6% | 6,345 | $361K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +0.5% | 6,328 | $359K |
| M3 Advisory Group, LLC | 0.26% | Reduce -8.9% | 6,332 | $358K |
| Prosperitas Financial LLC | 0.18% | Reduce -12.7% | 6,316 | $357K |
| Trust Point Inc. | 0.02% | No change | 6,284 | $355K |
| Winebrenner Capital Management LLC | 0.27% | — | 6,248 | $353K |
| Nautilus Advisors LLC | 0.28% | — | 6,188 | $349K |
| Trexquant Investment LP | 0.00% | New | 6,160 | $348K |
| Blueprint Investment Partners LLC | 0.05% | New | 6,087 | $344K |
| Paragon Private Wealth Management, LLC | 0.16% | Add +59.5% | 6,052 | $342K |
| Mission Wealth Management, LP | 0.01% | New | 6,035 | $341K |
| Smart Money Group LLC | 0.12% | Reduce -13.9% | 5,976 | $338K |
| Fort Sheridan Advisors LLC | 0.05% | Add +7.8% | 5,926 | $335K |
| Spinnaker Trust | 0.02% | Reduce -36.5% | 5,893 | $333K |
| Signaturefd, LLC | 0.01% | Reduce -27.4% | 5,838 | $330K |
| TCFG Wealth Management, LLC | 0.17% | New | 5,809 | $328K |
| Sachetta, LLC | 0.13% | Reduce -30.9% | 5,800 | $328K |
| ETF Store, Inc. | 0.40% | Add +48.8% | 5,768 | $326K |
| NWF Advisory Services Inc. | 0.05% | New | 5,641 | $320K |
| CW Advisors, LLC | 0.00% | Reduce -17.1% | 5,627 | $318K |
| Gries Financial LLC | 0.06% | Reduce -23.2% | 5,623 | $318K |
| CRA Financial Services, LLC | 0.05% | Add +24.4% | 5,600 | $316K |
| HCR Wealth Advisors | 0.04% | Add +17.2% | 5,583 | $315K |
| HMV Wealth Advisors, LLC | 0.31% | — | 5,543 | $313K |
| IMG Wealth Management, Inc. | 0.28% | — | 5,345 | $302K |
| Saxon Interests, Inc. | 0.13% | Add +51.2% | 5,334 | $301K |
| Riggs Capital Management LLC | 0.29% | — | 5,261 | $297K |
| Consolidated Portfolio Review Corp | 0.05% | Add +10.5% | 5,236 | $296K |
| Kellett Wealth Advisors, LLC | 0.20% | Reduce -8.7% | 5,225 | $295K |
| Garde Capital, Inc. | 0.02% | Add +4.2% | 5,203 | $294K |
| Richardson Capital Management LLC | 0.19% | Add +140.0% | 5,174 | $292K |
| Milestone Asset Management, LLC | 0.06% | New | 5,140 | $290K |
| Roman Butler Fullerton & Co. | 0.09% | New | 4,833 | $285K |
| Arax Advisory Partners | 0.02% | Add +14.1% | 5,012 | $283K |
| Wintrust Investments LLC | 0.25% | Add +5.8% | 5,005 | $282K |
| Empower Advisory Group, LLC | 0.00% | New | 4,911 | $277K |
| Parallel Advisors, LLC | 0.01% | Reduce -35.8% | 4,893 | $276K |
| SteelPeak Wealth, LLC | 0.01% | Add +30.3% | 4,841 | $275K |
| Legacy Solutions, LLC | 0.30% | — | 4,840 | $273K |
| WESPAC Advisors SoCal, LLC | 0.06% | Add +2.1% | 4,765 | $269K |
| Novak & Powell Financial Services, Inc. | 0.16% | Add +9.3% | 4,729 | $267K |
| Ceera Investments, LLC | 0.09% | No change | 4,695 | $265K |
| Essex Bank | 0.06% | No change | 4,630 | $261K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -4.8% | 4,593 | $259K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,535 | $256K |
| WealthTrust Asset Management, LLC | 0.18% | Add +3.9% | 4,528 | $256K |
| WoodTrust Financial Corp | 0.04% | No change | 4,500 | $254K |
| Sierra Capital LLC | 0.03% | Reduce -0.7% | 4,495 | $254K |
| Accurate Wealth Management, LLC | 0.05% | New | 4,492 | $254K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.2% | 4,442 | $251K |
| Tiaa Trust, National Association | 0.00% | Reduce -7.3% | 4,426 | $250K |
| Financial Gravity Companies, Inc. | 0.06% | No change | 4,424 | $250K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -22.6% | 4,410 | $249K |
| M.E. Allison & Co., Inc. | 0.27% | — | 4,380 | $247K |
| Aviance Capital Partners, LLC | 0.03% | New | 4,375 | $247K |
| BlackRock, Inc. | 0.00% | New | 4,372 | $247K |
| Certuity, LLC | 0.03% | Add +0.3% | 4,241 | $240K |
| Greenleaf Trust | 0.00% | No change | 4,184 | $236K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +8.7% | 4,167 | $235K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Add +0.0% | 4,155 | $235K |
| BNP Paribas Financial Markets | 0.00% | Add +171.1% | 4,077 | $230K |
| Up Strategic Wealth Investment Advisors LLC | 0.23% | No change | 4,023 | $227K |
| Santori & Peters, Inc. | 0.09% | No change | 4,003 | $226K |
| Independent Wealth Network Inc. | 0.09% | Reduce -6.2% | 3,991 | $225K |
| MSH Capital Advisors LLC | 0.07% | Reduce -21.1% | 3,976 | $225K |
| Fisher Asset Management | 0.00% | Reduce -66.4% | 3,950 | $223K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,906 | $221K |
| Integrity Alliance, Llc. | 0.02% | — | 3,845 | $217K |
| Lowery Thomas, LLC | 0.14% | Reduce -26.0% | 3,836 | $217K |
| Accel Wealth Management | 0.08% | Add +7.4% | 3,834 | $217K |
| Verdence Capital Advisors LLC | 0.02% | Add +1.0% | 3,802 | $215K |
| Obermeyer Wealth Partners | 0.01% | Add +8.5% | 3,757 | $212K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +114.6% | 3,749 | $212K |
| Bridges Investment Management Inc. | 0.00% | New | 3,719 | $210K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,674 | $208K |
| Beacon Bridge Wealth Partners, LLC | 0.09% | New | 3,663 | $207K |
| QRG Capital Management, Inc. | 0.00% | Reduce -5.7% | 3,636 | $205K |
| Ferguson Shapiro LLC | 0.07% | New | 3,588 | $203K |
| Quantinno Capital Management LP | 0.00% | Reduce -13.6% | 3,587 | $203K |
| SFG Wealth Management, LLC. | 0.11% | Reduce -11.8% | 3,569 | $202K |
| Realta Investment Advisors | 0.08% | Reduce -16.9% | 3,452 | $197K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +46.8% | 3,217 | $182K |
| Whittier Trust Co. | 0.00% | No change | 3,144 | $178K |
| Flagship Wealth Advisors, LLC | 0.10% | — | 3,025 | $171K |
| Runnymede Capital Advisors, Inc. | 0.14% | — | 2,916 | $165K |
| Assetmark, Inc. | 0.00% | Add +151.4% | 2,740 | $155K |
| DHJJ Financial Advisors, Ltd. | 0.06% | Add +0.8% | 2,683 | $152K |
| Headlands Technologies LLC | 0.01% | New | 2,515 | $142K |
| Murphy & Mullick Capital Management Corp | 0.11% | — | 2,199 | $125K |
| United Community Bank | 0.05% | New | 2,110 | $119K |
| Legacy Investment Solutions, LLC | 0.08% | Add +5.9% | 2,079 | $119K |
| Legacy Wealth Managment, LLC | 0.08% | Add +5.9% | 2,079 | $119K |
| Asset Dedication, LLC | 0.01% | Add +0.4% | 2,090 | $118K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.1% | 2,079 | $117K |
| LRI Investments, LLC | 0.01% | No change | 1,874 | $106K |
| Crewe Advisors LLC | 0.01% | Reduce -10.0% | 1,836 | $104K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +33.2% | 1,824 | $103K |
| McIlrath & Eck, LLC | 0.01% | Add +0.4% | 1,732 | $98K |
| S.A. Mason LLC | 0.05% | Add +7.2% | 1,715 | $97K |
| Anchor Investment Management, LLC | 0.01% | Add +0.2% | 1,709 | $97K |
| Orion Capital Management LLC | 0.04% | New | 1,700 | $96K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +11.1% | 1,608 | $91K |
| MidAtlantic Capital Management, Inc. | 0.07% | No change | 1,584 | $89K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $89K |
| Dogwood Wealth Management LLC | 0.04% | New | 1,475 | $83K |
| Riggs Asset Managment Co. Inc. | 0.02% | New | 1,420 | $80K |
| Investors Research Corp | 0.02% | Add +30.5% | 1,313 | $74K |
| Avior Wealth Management, LLC | 0.00% | Reduce -13.2% | 1,301 | $73K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -26.3% | 1,300 | $73K |
| NFSG Corp | 0.02% | Add +2766.7% | 1,290 | $73K |
| Sunbelt Securities, Inc. | 0.01% | Add +87.0% | 1,294 | $73K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 1,165 | $66K |
| Hilltop National Bank | 0.02% | No change | 1,100 | $62K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,076 | $61K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +851.3% | 1,075 | $61K |
| TCTC Holdings, LLC | 0.00% | New | 1,010 | $57K |
| Empowered Funds, LLC | 0.00% | New | 989 | $56K |
| First Horizon Advisors, Inc. | 0.00% | No change | 979 | $55K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 967 | $55K |
| Crews Bank & Trust | 0.01% | — | 926 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -9.6% | 745 | $42K |
| Kestra Investment Management, LLC | 0.00% | New | 734 | $41K |
| Clearstead Advisors, LLC | 0.00% | Add +20.0% | 672 | $38K |
| IAG Wealth Partners, LLC | 0.01% | No change | 670 | $38K |
| 2UniFi Bank | 0.02% | — | 650 | $37K |
| Blue Trust, Inc. | 0.00% | Reduce -23.9% | 634 | $36K |
| Tidemark, LLC | 0.01% | No change | 633 | $36K |
| Capital & Planning, LLC | 0.03% | — | 612 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +0.3% | 579 | $33K |
| SRH Advisors, LLC | 0.01% | Add +18.0% | 525 | $30K |
| Tucker Asset Management LLC | 0.01% | Add +127.8% | 524 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 508 | $29K |
| American Capital Advisory, LLC | 0.02% | No change | 500 | $28K |
| MPWM Advisory Solutions, LLC | 0.02% | — | 498 | $28K |
| Human Investing LLC | 0.00% | New | 478 | $27K |
| DecisionPoint Financial, LLC | 0.01% | New | 466 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | New | 429 | $24K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 428 | $24K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 420 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 410 | $23K |
| TruNorth Capital Management, LLC | 0.01% | New | 404 | $23K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -76.1% | 377 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 369 | $21K |
| FSA Wealth Management LLC | 0.01% | No change | 363 | $21K |
| Nvwm, LLC | 0.01% | No change | 359 | $20K |
| Gen-Wealth Partners Inc | 0.01% | No change | 347 | $20K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 340 | $19K |
| Synergy Investment Management, LLC | 0.01% | — | 337 | $19K |
| MilWealth Group LLC | 0.01% | New | 335 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 325 | $18K |
| Larson Financial Group LLC | 0.00% | Add +11.3% | 325 | $18K |
| WealthShield Partners, LLC | 0.00% | Add +0.3% | 318 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 316 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 306 | $17K |
| Bessemer Group Inc. | 0.00% | Reduce -50.0% | 300 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +244.1% | 289 | $16K |
| Sittner & Nelson, LLC | 0.01% | New | 284 | $16K |
| AlphaMark Advisors, LLC | 0.01% | Add +892.9% | 278 | $16K |
| Caitlin John, LLC | 0.01% | No change | 266 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 253 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 236 | $13K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -17.9% | 225 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 220 | $12K |
| MCF Advisors LLC | 0.00% | No change | 200 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 200 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +129.6% | 186 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 176 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 175 | $10K |
| TD Capital Management LLC | 0.00% | Reduce -88.2% | 163 | $9K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 155 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 154 | $9K |
| Operose Advisors LLC | 0.00% | No change | 146 | $8K |
| Ethos Financial Group, LLC | 0.00% | New | 141 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 141 | $8K |
| Trivant Custom Portfolio Group, LLC | 0.00% | New | 140 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 114 | $6K |
| Fortitude Family Office, LLC | 0.00% | New | 110 | $6K |
| Clarity Asset Management, Inc. | 0.00% | New | 103 | $6K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 95 | $5K |
| St Germain D J Co. Inc. | 0.00% | New | 88 | $5K |
| New Millennium Group LLC | 0.00% | New | 75 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 58 | $3K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | New | 35 | $2K |
| New Wave Wealth Advisors LLC | 0.00% | New | 32 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 30 | $2K |
| GeoWealth Management, LLC | 0.00% | No change | 29 | $2K |
| Synergy Asset Management, LLC | 0.00% | New | 21 | $1K |
| Capital A Wealth Management, LLC | 0.00% | — | 15 | $847 |
| Lanark Financial, Inc. | 0.06% | — | 10 | $615 |
| Bridge Generations Wealth Management LLC | 0.00% | — | 10 | $565 |
"% 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.