Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q1 2025 (March 31)836holders −19
65new positions
68sold out
7famous investors
$54.72avg. 13F price*
At the end of Q1 2025, 836 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, down 19 from Q4 2024. 65 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($3.2B), Morgan Stanley ($1.4B) and LPL Financial LLC ($1.2B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q1 2025)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $218.5M |
| Exits | 68 | $204.9M |
All 13F filers, Q4 2024 → Q1 2025: 10,949,193 shares bought and 23,762,675 shares sold, net −12,813,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Bank of America Corp. | 0.29% | Reduce -6.3% | 59,120,377 | $3.2B |
| Morgan Stanley | 0.10% | Reduce -9.2% | 25,308,444 | $1.4B |
| LPL Financial LLC | 0.45% | Add +2.6% | 21,229,420 | $1.2B |
| Raymond James Financial Inc. | 0.31% | Reduce -1.9% | 15,070,080 | $825.2M |
| Northwestern Mutual Wealth Management Co. | 0.58% | Reduce -7.3% | 12,949,165 | $709.1M |
| Wells Fargo & Company | 0.15% | Reduce -5.2% | 11,431,870 | $626.0M |
| Osaic Holdings, Inc. | 0.93% | Reduce -3.0% | 7,611,550 | $416.9M |
| Ameriprise Financial Inc. | 0.11% | Reduce -8.1% | 7,611,973 | $416.8M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -1.9% | 7,448,234 | $407.9M |
| UBS Group AG | 0.09% | Reduce -5.2% | 7,170,780 | $392.7M |
| Commonwealth Equity Services, LLC | 0.43% | Add +4.2% | 5,601,002 | $306.7M |
| Royal Bank of Canada | 0.06% | Reduce -9.0% | 5,182,954 | $283.8M |
| Cetera Investment Advisers | 0.51% | Add +4.5% | 4,821,379 | $264.0M |
| Cambridge Investment Research Advisors, Inc. | 0.83% | Add +0.8% | 4,485,533 | $245.6M |
| Avantax Advisory Services, Inc. | 0.84% | Reduce -4.2% | 2,523,632 | $138.2M |
| HighTower Advisors, LLC | 0.15% | Add +14.6% | 2,048,597 | $112.2M |
| MML Investors Services, LLC | 0.35% | Reduce -11.9% | 1,939,169 | $106.2M |
| Sequoia Financial Advisors, LLC | 0.72% | New | 1,700,282 | $93.1M |
| Stifel Financial Corp. | 0.10% | Reduce -15.0% | 1,635,007 | $89.5M |
| Kestra Advisory Services, LLC | 0.42% | Reduce -10.7% | 1,588,281 | $87.0M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -33.7% | 1,587,793 | $86.9M |
| Jones Financial Companies LLLP | 0.07% | Add +57.5% | 1,431,184 | $77.8M |
| Baird Financial Group, Inc. | 0.14% | Add +2.7% | 1,359,646 | $74.5M |
| Mariner, LLC | 0.12% | Add +3.2% | 1,344,893 | $73.6M |
| Janney Montgomery Scott LLC | 0.19% | Reduce -16.2% | 1,202,336 | $65.8M |
| Truist Financial Corp. | 0.10% | Add +7.9% | 1,131,315 | $62.0M |
| Focus Partners Wealth | 0.15% | Add +1.7% | 1,114,078 | $61.0M |
| Requisite Capital Management, LLC | 13.01% | Reduce -15.4% | 1,052,478 | $57.6M |
| Sanctuary Advisors, LLC | 0.39% | Reduce -4.9% | 1,021,874 | $56.0M |
| Atria Wealth Solutions, Inc. | 0.66% | Add +6.3% | 1,006,091 | $55.1M |
| Capital Asset Advisory Services LLC | 2.60% | Add +0.2% | 930,964 | $51.1M |
| Steward Partners Investment Advisory, LLC | 0.45% | Reduce -7.8% | 925,168 | $50.7M |
| Axxcess Wealth Management, LLC | 1.35% | Add +0.1% | 902,012 | $49.4M |
| Modern Wealth Management, LLC | 1.58% | Add +0.3% | 900,095 | $49.3M |
| Citigroup Inc. | 0.04% | Add +11.9% | 873,591 | $47.8M |
| Sfmg, LLC | 3.74% | Add +1.6% | 865,230 | $47.4M |
| Private Advisor Group, LLC | 0.28% | Add +3.1% | 849,070 | $46.5M |
| O'Brien Wealth Partners LLC | 8.38% | Add +0.5% | 822,041 | $45.0M |
| Equitable Holdings, Inc. | 0.42% | Reduce -2.5% | 806,343 | $44.2M |
| Provident Wealth Management, LLC | 15.18% | Add +4.9% | 804,770 | $44.1M |
| Northeast Financial Consultants Inc | 1.90% | Reduce -4.1% | 781,468 | $42.8M |
| Evensky & Katz LLC | 2.83% | Add +3.0% | 770,708 | $42.2M |
| Rockefeller Capital Management L.P. | 0.10% | Reduce -2.7% | 715,342 | $39.2M |
| AlphaCore Capital LLC | 3.21% | New | 688,183 | $37.7M |
| Onyx Bridge Wealth Group LLC | 5.25% | Reduce -3.0% | 668,860 | $36.6M |
| Orion Porfolio Solutions, LLC | 0.35% | Reduce -28.5% | 661,120 | $36.2M |
| Orion Portfolio Solutions, LLC | 0.35% | Reduce -28.5% | 661,120 | $36.2M |
| Kestra Private Wealth Services, LLC | 0.60% | Add +4.9% | 655,134 | $35.9M |
| Oppenheimer & Co. Inc. | 0.53% | Add +2.5% | 637,212 | $34.9M |
| SCS Capital Management LLC | 0.41% | New | 581,282 | $31.8M |
| Foundations Investment Advisors, LLC | 0.59% | Reduce -27.2% | 581,278 | $31.8M |
| Wilmington Savings Fund Society, FSB | 0.58% | Add +1.9% | 567,544 | $31.1M |
| Elevation Point Wealth Partners, LLC | 2.64% | Add +2.7% | 561,890 | $30.8M |
| D.A. Davidson & Co. | 0.25% | Add +5.6% | 561,311 | $30.7M |
| Wealthcare Advisory Partners LLC | 0.79% | Add +3.3% | 538,660 | $29.5M |
| Thoroughbred Financial Services, LLC | 1.80% | Add +5.5% | 527,835 | $28.9M |
| Intelligence Driven Advisers, LLC | 5.37% | Reduce -3.1% | 509,269 | $27.9M |
| Apexium Financial, LP | 1.66% | Add +10.3% | 507,700 | $27.8M |
| Sigma Planning Corp | 0.89% | Reduce -6.3% | 506,971 | $27.8M |
| Aprio Wealth Management, LLC | 3.43% | Add +38.2% | 500,178 | $27.4M |
| Certified Advisory Corp | 3.07% | Reduce -0.7% | 495,231 | $27.1M |
| Brio Consultants, LLC | 4.24% | Add +0.6% | 493,567 | $27.0M |
| Independent Financial Group, LLC | 0.92% | Reduce -0.6% | 490,765 | $26.9M |
| Harbour Investments, Inc. | 0.76% | Add +11.2% | 485,870 | $26.6M |
| Wealth Group Ltd | 7.67% | Add +1.6% | 478,059 | $26.2M |
| MAI Capital Management | 0.20% | Add +2.7% | 472,953 | $25.9M |
| Hollencrest Capital Management | 1.13% | Reduce -3.6% | 471,357 | $25.8M |
| Teamwork Financial Advisors, LLC | 3.53% | Add +15.8% | 467,664 | $25.6M |
| Synovus Financial Corp. | 0.32% | Add +11.3% | 457,358 | $25.0M |
| Grant Street Asset Management, Inc. | 6.07% | Add +0.5% | 453,028 | $24.8M |
| Paragon Capital Management Ltd | 4.98% | Add +0.4% | 440,763 | $24.1M |
| NewEdge Advisors, LLC | 0.14% | Add +30.4% | 437,508 | $24.0M |
| EverSource Wealth Advisors, LLC | 1.32% | Add +67.7% | 437,187 | $23.9M |
| HBW Advisory Services LLC | 3.38% | Add +9.1% | 434,618 | $23.8M |
| Cora Capital Advisors LLC | 11.34% | Add +0.2% | 431,740 | $23.6M |
| J.W. Cole Advisors, Inc. | 0.73% | Add +45.5% | 429,829 | $23.5M |
| Matauro, LLC | 4.77% | Add +7.5% | 429,134 | $23.5M |
| Cerity Partners LLC | 0.05% | Add +3.8% | 406,439 | $22.3M |
| Captrust Financial Advisors | 0.06% | Add +3.1% | 404,617 | $22.2M |
| IAM Advisory, LLC | 5.61% | Add +0.1% | 394,599 | $21.6M |
| &partners | 0.23% | Add +8.1% | 394,697 | $21.4M |
| Wiser Wealth Management, Inc | 5.82% | Reduce -3.9% | 378,878 | $20.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.0% | 375,583 | $20.6M |
| Sanchez Wealth Management Group | 5.55% | Add +5.1% | 373,321 | $20.4M |
| PFG Advisors | 1.14% | Reduce -6.0% | 372,985 | $20.4M |
| Presidio Capital Management, LLC | 8.32% | Add +93.2% | 364,132 | $19.9M |
| Stratos Wealth Partners, LTD. | 0.31% | Add +6.6% | 363,520 | $19.9M |
| Retirement Planning Group, LLC | 0.91% | Reduce -20.6% | 356,169 | $19.5M |
| Foster Victor Wealth Advisors, LLC | 1.54% | Reduce -0.5% | 384,991 | $19.2M |
| Prospera Financial Services Inc | 0.44% | Add +9.3% | 349,124 | $19.1M |
| IHT Wealth Management, LLC | 0.59% | Add +8.6% | 345,610 | $18.9M |
| Moneco Advisors, LLC | 1.90% | Add +3.9% | 334,935 | $18.3M |
| Cwm, LLC | 0.07% | Add +4.2% | 330,653 | $18.1M |
| Atria Investments, Inc | 0.23% | Reduce -9.5% | 325,640 | $17.8M |
| Altus Wealth Group LLC | 8.28% | Add +53.0% | 322,701 | $17.7M |
| Pacer Advisors, Inc. | 0.05% | Reduce -0.5% | 322,186 | $17.6M |
| Bleakley Financial Group, LLC | 0.57% | Add +7146.5% | 321,891 | $17.6M |
| WealthPLAN Partners, LLC | 2.44% | Add +1.7% | 315,473 | $17.3M |
| Bryn Mawr Trust Advisors, LLC | 1.03% | Add +4.1% | 312,808 | $17.1M |
| GEN Financial Management, INC. | 11.48% | Add +0.1% | 309,472 | $16.9M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +7.9% | 308,987 | $16.9M |
| Hudock, Inc. | 2.85% | Reduce -1.3% | 297,602 | $16.3M |
| Smith, Moore & Co. | 1.51% | Reduce -5.1% | 296,824 | $16.3M |
| Regimen Wealth, LLC | 5.20% | Add +2.3% | 295,402 | $16.2M |
| Ballast, Inc. | 4.56% | Add +3.5% | 294,251 | $16.1M |
| Ausdal Financial Partners, Inc. | 1.16% | Add +23.6% | 280,033 | $15.3M |
| Longview Financial Advisors, Inc. | 13.14% | Add +35.7% | 279,622 | $15.3M |
| Mgo One Seven LLC | 0.59% | Add +1.9% | 276,958 | $15.2M |
| Sylvest Advisors, LLC | 9.38% | Add +4.8% | 273,989 | $15.0M |
| Clay Northam Wealth Management, LLC | 10.23% | Add +0.9% | 266,928 | $14.6M |
| Prudent Investors Network, Inc. | 4.13% | New | 264,803 | $14.5M |
| Calton & Associates, Inc. | 3.26% | Add +238.9% | 260,751 | $14.3M |
| Great Valley Advisor Group, Inc. | 0.30% | Add +17.5% | 257,727 | $14.1M |
| PSI Advisors, LLC | 4.58% | Add +3.7% | 256,859 | $14.1M |
| Financial Partners Group, Inc | 2.17% | Add +2.8% | 256,186 | $14.0M |
| ODonnell Financial Services, LLC | 5.73% | Reduce -6.3% | 253,478 | $13.9M |
| DAVENPORT & Co LLC | 0.08% | Add +11.3% | 251,597 | $13.8M |
| RFG Advisory, LLC | 0.36% | Add +31.6% | 241,563 | $13.2M |
| RVW Wealth, LLC | 1.25% | Reduce -68.3% | 241,537 | $13.2M |
| Heck Capital Advisors, LLC | 1.48% | Add +4.2% | 239,760 | $13.1M |
| CMC Financial Group | 29.43% | Reduce -10.8% | 237,568 | $13.0M |
| StoneX Group Inc. | 0.71% | Reduce -5.1% | 235,816 | $12.9M |
| Compound Planning, Inc. | 0.59% | Add +3.4% | 234,922 | $12.9M |
| Madrona Financial Services, LLC | 3.51% | Reduce -1.5% | 233,415 | $12.8M |
| Financial Advocates Investment Management | 0.89% | Add +12.9% | 230,645 | $12.6M |
| Plan Group Financial, LLC | 4.47% | Add +21.3% | 228,562 | $12.5M |
| Meridian Wealth Management, LLC | 0.60% | Add +6.4% | 227,667 | $12.5M |
| Beaumont Financial Advisors, LLC | 0.98% | Reduce -1.6% | 227,654 | $12.5M |
| Searcy Financial Services Inc. | 5.38% | Add +76.2% | 227,030 | $12.4M |
| Principal Securities, Inc. | 0.28% | Add +0.1% | 219,790 | $12.4M |
| Benchmark Financial Wealth Advisors, LLC | 4.61% | Reduce -17.4% | 223,174 | $12.2M |
| Csenge Advisory Group | 0.69% | Reduce -2.9% | 242,010 | $12.2M |
| Advisory Services Network, LLC | 0.23% | Add +2.2% | 217,739 | $11.9M |
| U.S. Capital Wealth Advisors, LLC | 0.37% | Add +12.0% | 217,508 | $11.9M |
| Creative Financial Designs Inc. | 0.95% | Reduce -0.2% | 217,332 | $11.9M |
| Level Four Advisory Services, LLC | 0.49% | Add +3.0% | 217,134 | $11.9M |
| Advisory Alpha, LLC | 0.40% | Add +4.7% | 216,482 | $11.9M |
| Fifth Third Bancorp | 0.04% | Reduce -3.2% | 212,467 | $11.6M |
| Cozad Asset Management Inc. | 1.16% | Add +0.7% | 211,351 | $11.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.76% | Reduce -6.0% | 212,651 | $11.6M |
| Concurrent Investment Advisors, LLC | 0.27% | Reduce -38.8% | 203,091 | $11.1M |
| Investment Advisory Services Inc. /TX | 3.99% | Add +2.4% | 201,611 | $11.0M |
| Prosperity Consulting Group, LLC | 0.85% | Add +3.0% | 201,584 | $11.0M |
| Unique Wealth, LLC | 2.06% | Reduce -46.3% | 199,386 | $10.9M |
| Cyr Financial Inc. | 9.65% | Add +1.8% | 197,314 | $10.8M |
| Wedbush Securities Inc. | 0.40% | Reduce -9.6% | 196,652 | $10.8M |
| Lighthouse Wealth Management Inc. | 9.81% | Add +1.5% | 195,391 | $10.7M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +15.3% | 194,740 | $10.7M |
| Arkadios Wealth Advisors | 0.40% | Add +323.4% | 194,651 | $10.7M |
| Copley Financial Group, Inc. | 8.04% | Add +3.1% | 191,753 | $10.5M |
| Burns Matteson Capital Management, LLC | 5.56% | Add +3.5% | 188,775 | $10.3M |
| Geneos Wealth Management Inc. | 0.35% | Add +1.6% | 188,506 | $10.3M |
| Owen LaRue, LLC | 5.13% | Reduce -2.5% | 188,035 | $10.3M |
| Gerber, LLC | 8.56% | Add +1.7% | 187,520 | $10.3M |
| XML Financial, LLC | 0.95% | Add +5.2% | 186,465 | $10.2M |
| CW Advisors, LLC | 0.12% | Add +3202.9% | 185,855 | $10.2M |
| Capital Advisors Wealth Management, LLC | 1.79% | Reduce -35.8% | 185,364 | $10.2M |
| Fermata Advisors, LLC | 1.82% | Add +10.1% | 183,197 | $10.0M |
| Inlight Wealth Management, LLC | 6.13% | Add +0.8% | 180,856 | $9.9M |
| Moneywise, Inc. | 5.19% | Reduce -0.1% | 179,140 | $9.8M |
| Cornerstone Planning Group LLC | 2.35% | Add +6.0% | 193,432 | $9.8M |
| Clear Creek Financial Management, LLC | 1.02% | Add +1.6% | 178,878 | $9.8M |
| American Alpha Advisors, LLC | 8.50% | Reduce -33.6% | 175,022 | $9.6M |
| Aptus Capital Advisors, LLC | 0.11% | Add +2.2% | 171,769 | $9.4M |
| Ted Buchan & Co | 4.44% | Reduce -5.1% | 171,541 | $9.4M |
| Sage Advisory Services, Ltd.Co. | 5.51% | Add +3.9% | 171,136 | $9.4M |
| Pacific Wealth Management | 5.06% | Add +1.5% | 168,230 | $9.2M |
| Clark Wealth Partners | 6.83% | Reduce -28.3% | 168,088 | $9.2M |
| Financial Security Advisor, Inc. | 2.32% | Add +969.5% | 166,875 | $9.1M |
| Strategic Equity Management | 3.77% | Add +2.1% | 163,875 | $9.0M |
| World Investment Advisors | 0.23% | Reduce -2.1% | 160,218 | $8.8M |
| Perennial Investment Advisors, LLC | 0.98% | Add +9.0% | 159,417 | $8.7M |
| Accordant Advisory Group Inc | 8.51% | Add +6.1% | 158,980 | $8.7M |
| VestGen Advisors, LLC | 0.39% | — | 157,268 | $8.6M |
| Retirement Financial Solutions, LLC | 3.32% | New | 155,976 | $8.5M |
| Procyon Advisors, LLC | 0.52% | Reduce -49.0% | 155,587 | $8.5M |
| SPC Financial, Inc. | 0.75% | Add +2.9% | 155,273 | $8.5M |
| Mitchell McLeod Pugh & Williams Inc. | 1.76% | Add +0.9% | 155,059 | $8.5M |
| Tamar Securities, LLC | 1.14% | Add +7.3% | 152,716 | $8.4M |
| Commonwealth Financial Services, LLC | 1.70% | Add +7.5% | 151,829 | $8.3M |
| Pinnacle Financial Partners Inc | 0.17% | Add +26.2% | 151,447 | $8.3M |
| Blair William & Co. | 0.02% | Add +14.2% | 150,767 | $8.3M |
| USAdvisors Wealth Management, LLC | 2.86% | Add +3.6% | 149,860 | $8.2M |
| IFP Advisors, Inc | 0.25% | Reduce -15.6% | 149,832 | $8.2M |
| Wood Tarver Financial Group, LLC | 2.65% | Add +8.8% | 148,888 | $8.2M |
| Clarus Wealth Advisors | 4.34% | Add +12.1% | 158,456 | $8.1M |
| Allworth Financial LP | 0.04% | Reduce -14.4% | 152,871 | $7.9M |
| McAlister, Sweet & Associates, Inc. | 5.98% | Add +1.9% | 144,136 | $7.9M |
| Parcion Private Wealth LLC | 0.64% | Add +2.8% | 143,972 | $7.9M |
| Americana Partners, LLC | 0.30% | Add +64.2% | 143,005 | $7.8M |
| Echo Wealth Management, LLC | 5.26% | Reduce -6.5% | 142,047 | $7.8M |
| Oxler Private Wealth LLC | 2.73% | No change | 141,961 | $7.8M |
| Cathy Pareto & Associates, Inc. | 6.82% | Add +0.7% | 140,789 | $7.7M |
| Ameritas Advisory Services, LLC | 0.31% | Reduce -5.8% | 139,184 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Add +11.9% | 138,691 | $7.6M |
| Financial Guidance Group, Inc. | 4.09% | Add +4.7% | 138,245 | $7.6M |
| Chicago Partners Investment Group LLC | 0.25% | Add +4.8% | 145,044 | $7.6M |
| Instrumental Wealth, LLC | 6.60% | Reduce -39.2% | 141,289 | $7.3M |
| LWM Advisory Services, LLC | 5.03% | Reduce -13.6% | 132,312 | $7.2M |
| Jefferies Financial Group Inc. | 0.13% | Reduce -9.7% | 131,878 | $7.2M |
| AllGen Financial Advisors, Inc. | 2.13% | Add +0.1% | 131,179 | $7.2M |
| Mainsail Financial Group, LLC | 4.07% | Add +5.1% | 131,083 | $7.2M |
| Comerica Bank | 0.03% | Reduce -5.9% | 131,064 | $7.2M |
| Trustmark Bank Trust Department | 0.53% | Reduce -5.3% | 130,890 | $7.2M |
| PTM Wealth Management, LLC | 7.52% | — | 150,618 | $7.1M |
| Kropog Financial Group, LLC | 6.79% | New | 130,519 | $7.1M |
| WealthPlan Investment Management, LLC | 0.69% | Add +6.1% | 127,870 | $7.0M |
| Centric Wealth Management | 1.82% | Reduce -34.3% | 126,703 | $6.9M |
| Cresset Asset Management, LLC | 0.03% | Add +13.0% | 126,212 | $6.9M |
| AQR Capital Management | 0.01% | Add +32.6% | 125,645 | $6.9M |
| Sagespring Wealth Partners, LLC | 0.17% | Add +3.5% | 124,066 | $6.8M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +24.9% | 123,413 | $6.8M |
| Moors & Cabot, Inc. | 0.34% | Reduce -6.4% | 122,554 | $6.7M |
| Aveo Capital Partners, LLC | 1.10% | Add +24.1% | 127,082 | $6.6M |
| Modus Advisors, LLC | 2.13% | Add +0.8% | 118,894 | $6.5M |
| Team Financial Group, LLC | 3.74% | Reduce -1.1% | 118,486 | $6.5M |
| Fearless Solutions, LLC dba Best Invest | 5.01% | Reduce -0.9% | 117,729 | $6.4M |
| Centaurus Financial, Inc. | 0.39% | Add +5.1% | 117,471 | $6.4M |
| BlueChip Wealth Advisors LLC | 3.07% | Reduce -3.5% | 114,260 | $6.3M |
| Waverly Advisors, LLC | 0.08% | Add +176.9% | 113,225 | $6.2M |
| GWN Securities Inc. | 0.35% | Add +602.2% | 114,018 | $6.2M |
| Atlas Wealth LLC | 3.36% | Add +24.4% | 112,616 | $6.2M |
| MBL Wealth, LLC | 0.61% | Reduce -7.9% | 110,498 | $6.1M |
| Trademark Financial Management, LLC | 4.60% | Reduce -17.2% | 110,033 | $6.0M |
| One Plus One Wealth Management, LLC | 3.25% | Reduce -1.7% | 109,069 | $6.0M |
| RiverTree Advisors, LLC | 3.99% | Reduce -15.4% | 108,753 | $6.0M |
| Fiduciary Alliance LLC | 0.59% | Add +1.4% | 108,718 | $6.0M |
| Code Waechter LLC | 4.88% | Add +9.9% | 108,278 | $5.9M |
| AdvisorNet Financial, Inc | 0.44% | Add +4.9% | 107,570 | $5.9M |
| Kingsview Wealth Management, LLC | 0.11% | Add +25.7% | 106,816 | $5.8M |
| Titleist Asset Management, LLC | 0.68% | Add +4.1% | 106,548 | $5.8M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.38% | Add +11.6% | 106,247 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -22.8% | 105,424 | $5.8M |
| Traphagen Investment Advisors LLC | 0.59% | Reduce -89.6% | 103,962 | $5.7M |
| Kraft, Davis & Associates, LLC | 1.83% | Reduce -46.4% | 112,715 | $5.7M |
| Spectrum Strategic Capital Management, LLC | 3.45% | Add +2.4% | 100,419 | $5.5M |
| Verus Capital Partners, LLC | 0.55% | Add +12.7% | 100,352 | $5.5M |
| American Financial & Tax Strategies Inc. | 2.94% | Reduce -0.5% | 100,002 | $5.5M |
| Granby Capital Management, LLC | 2.95% | No change | 100,000 | $5.5M |
| Citadel Advisors | 0.01% | Reduce -27.7% | 99,679 | $5.5M |
| Cooper Financial Group | 0.72% | Reduce -82.3% | 99,161 | $5.4M |
| FWG Holdings, LLC | 2.67% | Reduce -8.3% | 104,463 | $5.4M |
| Financial Management Network Inc. | 1.20% | Reduce -3.7% | 109,569 | $5.3M |
| Mma Asset Management LLC | 2.23% | Add +6.0% | 96,742 | $5.3M |
| Beacon Investment Advisory Services, Inc. | 0.25% | Add +3.6% | 96,089 | $5.3M |
| Anson Capital, Inc. | 4.51% | Add +8.0% | 95,754 | $5.2M |
| White Pine Investment CO | 1.41% | Add +17.3% | 95,656 | $5.2M |
| Fidelis Capital Partners, LLC | 0.55% | Add +1.4% | 100,999 | $5.2M |
| PCG Wealth Advisors, LLC | 1.81% | Add +14.3% | 94,557 | $5.2M |
| Private Client Services, LLC | 2.54% | Add +45.0% | 93,875 | $5.1M |
| National Wealth Management Group, LLC | 3.31% | Add +0.9% | 91,852 | $5.0M |
| Swisher Financial Concepts, Inc. | 4.15% | Reduce -11.8% | 91,771 | $5.0M |
| Tandem Investment Partners LLC | 4.90% | Add +3.3% | 90,550 | $5.0M |
| Strategic Family Wealth Counselors, L.L.C. | 1.61% | Add +6.4% | 90,301 | $4.9M |
| Per Stirling Capital Management, LLC. | 0.70% | Reduce -37.0% | 89,294 | $4.9M |
| Founders Financial Securities LLC | 0.41% | Add +8.1% | 93,596 | $4.8M |
| Penobscot Wealth Management | 2.02% | Add +20.2% | 87,738 | $4.8M |
| Merit Financial Group, LLC | 0.07% | Add +7.8% | 86,986 | $4.8M |
| Aspire Capital Advisors LLC | 1.40% | Reduce -26.0% | 85,443 | $4.7M |
| CreativeOne Wealth, LLC | 0.14% | Reduce -16.4% | 84,848 | $4.6M |
| Lunt Capital Management, Inc. | 1.68% | Add +4.7% | 84,179 | $4.6M |
| Fagan Associates, Inc. | 0.77% | Add +2.0% | 84,036 | $4.6M |
| Nations Financial Group Inc, /Ia/ | 0.35% | Reduce -44.6% | 83,676 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.0% | 83,428 | $4.6M |
| Trilogy Capital Inc. | 0.24% | Add +3.4% | 82,213 | $4.5M |
| Sovran Advisors, LLC | 0.58% | Reduce -5.5% | 88,924 | $4.5M |
| Marshall & Sterling Wealth Advisors Inc. | 3.03% | Reduce -0.9% | 81,488 | $4.5M |
| FDx Advisors, Inc. | 1.45% | Reduce -5.0% | 81,234 | $4.4M |
| First Heartland Consultants, Inc. | 0.46% | Reduce -21.8% | 80,973 | $4.4M |
| Fairscale Capital, LLC | 3.99% | Reduce -3.2% | 80,728 | $4.4M |
| Perigon Wealth Management, LLC | 0.11% | Reduce -6.1% | 80,292 | $4.4M |
| Gotham Asset Management | 0.04% | Add +26.3% | 80,019 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +32.2% | 79,224 | $4.3M |
| Bedel Financial Consulting, Inc. | 0.62% | Add +22.9% | 83,193 | $4.3M |
| Tableaux LLC | 3.11% | New | 78,791 | $4.3M |
| Cary Street Partners Financial LLC | 0.14% | Add +0.4% | 78,713 | $4.3M |
| Pinnacle Wealth Management Group, Inc. | 2.95% | Add +4.3% | 77,321 | $4.2M |
| First PREMIER Bank | 1.07% | Add +1.9% | 77,321 | $4.2M |
| Carolinas Wealth Consulting LLC | 0.91% | Reduce -2.1% | 77,007 | $4.2M |
| Future Financial Wealth Managment LLC | 3.09% | Add +1.9% | 76,839 | $4.2M |
| International Assets Investment Management, LLC | 0.37% | Reduce -2.3% | 76,655 | $4.2M |
| EPG Wealth Management LLC | 1.16% | Add +5.1% | 76,232 | $4.2M |
| Symphony Financial Services, Inc. | 2.69% | Add +8.7% | 75,332 | $4.1M |
| Focus Financial Network, Inc. | 0.17% | Add +7.7% | 74,870 | $4.1M |
| JBR Co Financial Management Inc | 2.39% | Reduce -4.7% | 74,586 | $4.1M |
| Lane & Associates LLC | 2.17% | Add +1.9% | 73,481 | $4.0M |
| Grant/GrossMendelsohn, LLC | 2.23% | Reduce -4.4% | 77,683 | $4.0M |
| Copia Wealth Management | 3.69% | Reduce -1.0% | 72,818 | $4.0M |
| Journey Strategic Wealth LLC | 0.14% | Reduce -3.3% | 71,845 | $3.9M |
| Insight Advisors, LLC/ PA | 0.68% | Add +7.3% | 71,332 | $3.9M |
| Brookstone Capital Management | 0.06% | Add +13.4% | 70,427 | $3.9M |
| US Bancorp \de | 0.01% | Add +26.8% | 70,343 | $3.9M |
| Pine Valley Investments Ltd Liability Co | 0.25% | Reduce -3.4% | 69,957 | $3.8M |
| Strategic Blueprint, LLC | 0.21% | Add +76.0% | 69,676 | $3.8M |
| Benjamin Edwards Inc. | 0.05% | Reduce -34.0% | 68,921 | $3.8M |
| Global Assets Advisory, LLC | 0.70% | Add +132.2% | 71,959 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +38.8% | 67,592 | $3.7M |
| Oregon Pacific Wealth Management, LLC | 3.69% | Add +23.0% | 67,358 | $3.7M |
| Golden State Wealth Management, LLC | 0.53% | Add +4.5% | 65,690 | $3.6M |
| Lodestone Wealth Management LLC | 1.91% | Reduce -28.1% | 65,556 | $3.6M |
| Tyler-Stone Wealth Management | 0.64% | Reduce -4.3% | 65,211 | $3.6M |
| Medallion Wealth Advisors, LLC | 1.62% | Reduce -1.6% | 65,322 | $3.6M |
| Cerro Pacific Wealth Advisors LLC | 1.16% | Reduce -2.2% | 63,155 | $3.6M |
| Stillwater Wealth Management Group | 3.08% | Add +30.0% | 65,047 | $3.6M |
| Endowment Wealth Management, Inc. | 2.29% | Add +7.7% | 64,993 | $3.6M |
| WNY Asset Management, LLC | 0.42% | Add +142.1% | 64,801 | $3.5M |
| Belpointe Asset Management LLC | 0.18% | Reduce -68.7% | 64,257 | $3.5M |
| Fortis Advisors, LLC | 2.28% | Add +0.3% | 64,012 | $3.5M |
| Main Street Financial Solutions, LLC | 0.30% | Reduce -0.8% | 63,661 | $3.5M |
| Atlantic Family Wealth, LLC | 3.15% | Add +3.3% | 62,550 | $3.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -9.1% | 62,088 | $3.4M |
| Nilsine Partners, LLC | 0.37% | Reduce -51.2% | 61,574 | $3.4M |
| Madison Park Capital Advisors, LLC | 2.90% | Add +1.9% | 60,450 | $3.3M |
| Nvest Financial, LLC | 1.74% | Add +6.1% | 59,430 | $3.3M |
| Stapp Wealth Management, PLLC | 5.01% | Add +5.3% | 59,380 | $3.3M |
| Fortem Financial Group, LLC | 1.25% | Reduce -12.1% | 58,696 | $3.2M |
| Bay Capital Advisors, LLC | 2.67% | Add +4.1% | 58,575 | $3.2M |
| BCS Wealth Management | 0.82% | Add +12.2% | 58,122 | $3.2M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -0.4% | 57,997 | $3.2M |
| Schmidt P J Investment Management Inc. | 0.58% | Reduce -11.9% | 57,753 | $3.2M |
| Spirepoint Private Client, LLC | 0.41% | New | 57,644 | $3.2M |
| Fortis Capital Management LLC | 0.60% | Add +14.3% | 56,735 | $3.1M |
| Stegent Equity Advisors, Inc. | 3.12% | Add +9.9% | 56,254 | $3.1M |
| Aberdeen Group plc | 0.01% | Reduce -29.4% | 56,250 | $3.1M |
| Post Resch Tallon Group Inc. | 3.12% | Add +4.3% | 56,010 | $3.0M |
| Cornerstone Wealth Management, LLC | 0.20% | Add +11.7% | 55,006 | $3.0M |
| Royal Harbor Partners, LLC | 1.17% | Reduce -2.3% | 54,995 | $3.0M |
| Proactive Wealth Strategies LLC | 1.60% | Add +17.4% | 54,831 | $3.0M |
| Firestone Capital Management | 0.79% | Reduce -4.3% | 54,797 | $3.0M |
| SFI Advisors, LLC | 2.22% | Reduce -0.1% | 54,770 | $3.0M |
| Valtinson Bruner Financial Planning LLC | 1.01% | Reduce -1.7% | 54,738 | $3.0M |
| Avalon Capital Management | 0.87% | Reduce -0.4% | 54,567 | $3.0M |
| Annex Advisory Services, LLC | 0.08% | Reduce -22.4% | 54,132 | $3.0M |
| Columbia Advisory Partners LLC | 2.52% | Reduce -27.5% | 53,051 | $2.9M |
| Betterment LLC | 0.01% | Add +2.2% | 52,939 | $2.9M |
| PKS Advisory Services, LLC | 0.79% | Reduce -22.9% | 52,782 | $2.9M |
| Venture Visionary Partners LLC | 0.12% | Reduce -75.0% | 52,510 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +89.1% | 51,618 | $2.8M |
| IFG Advisory, LLC | 0.16% | Reduce -38.1% | 51,305 | $2.8M |
| Money Concepts Capital Corp. | 0.21% | Add +1.8% | 51,154 | $2.8M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.00% | Reduce -1.3% | 51,096 | $2.8M |
| Glen Eagle Advisors, LLC | 0.46% | Reduce -14.9% | 50,746 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +10.0% | 49,273 | $2.7M |
| Lokken Investment Group LLC | 1.13% | Add +7.4% | 49,001 | $2.7M |
| Next Level Private LLC | 0.99% | Reduce -41.9% | 48,722 | $2.7M |
| Sandbox Financial Partners, LLC | 0.94% | Add +3.6% | 48,500 | $2.7M |
| Smart Portfolios, LLC | 2.86% | Reduce -1.1% | 48,111 | $2.6M |
| McKinley Carter Wealth Services, Inc. | 0.16% | Reduce -13.2% | 47,818 | $2.6M |
| Apollon Financial, LLC | 0.61% | Add +0.3% | 46,719 | $2.6M |
| Vienna Asset Management LLC | 2.01% | Reduce -15.2% | 46,613 | $2.6M |
| Cohen & Steers, Inc. | 0.00% | Reduce -17.7% | 46,609 | $2.6M |
| Prairie Sky Financial Group LLC | 1.49% | Add +1.8% | 45,654 | $2.5M |
| Perissos Private Wealth Management, LLC | 2.26% | Reduce -61.3% | 45,379 | $2.5M |
| Mayfair Advisory Group, LLC | 1.43% | Add +9.6% | 45,344 | $2.5M |
| TruWealth Advisors, LLC | 0.15% | Add +11.8% | 45,331 | $2.5M |
| Lionsbridge Wealth Management LLC | 2.19% | Reduce -18.2% | 45,001 | $2.5M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +108.2% | 44,082 | $2.4M |
| FMR LLC | 0.00% | Add +17.4% | 43,844 | $2.4M |
| Renaissance Technologies | 0.00% | Add +5.6% | 43,700 | $2.4M |
| Good Life Advisors, LLC | 0.17% | Reduce -2.8% | 43,568 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.20% | Reduce -1.1% | 43,467 | $2.4M |
| TrueWealth Advisors, LLC | 0.77% | Add +2.9% | 43,017 | $2.4M |
| Opinicus Capital, Inc. | 2.07% | Add +1.2% | 42,821 | $2.3M |
| Ellis Investment Partners, LLC | 0.48% | Reduce -1.7% | 42,299 | $2.3M |
| Arq Wealth Advisors, LLC | 0.86% | Add +92.5% | 42,171 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Add +2.3% | 41,964 | $2.3M |
| Dana Investment Advisors, Inc. | 0.08% | Reduce -4.5% | 41,522 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +5.3% | 41,323 | $2.3M |
| Western Wealth Management, LLC | 0.15% | Reduce -5.6% | 41,305 | $2.3M |
| Smith Thornton Advisors LLC | 1.40% | Reduce -13.5% | 40,997 | $2.2M |
| IVC Wealth Advisors LLC | 1.20% | Reduce -69.5% | 40,653 | $2.2M |
| NCM Capital Management, LLC | 1.00% | Add +1.4% | 40,578 | $2.2M |
| Evolution Wealth Advisors, LLC | 0.37% | Reduce -11.0% | 40,378 | $2.2M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -8.0% | 40,430 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.5% | 39,992 | $2.2M |
| AlTi Global, Inc. | 0.06% | No change | 39,309 | $2.2M |
| LifeWealth Investments, LLC | 1.03% | New | 39,169 | $2.1M |
| Pasadena Private Wealth, LLC | 0.41% | Reduce -5.8% | 38,899 | $2.1M |
| QTR Family Wealth, LLC | 1.61% | — | 38,897 | $2.1M |
| ERn Financial, LLC | 0.33% | Reduce -2.6% | 38,687 | $2.1M |
| High Net Worth Advisory Group LLC | 0.60% | Add +10.7% | 38,657 | $2.1M |
| Atlas Wealth Partners, LLC | 2.59% | Add +3.8% | 38,381 | $2.1M |
| Petros Family Wealth, LLC | 2.32% | Add +3.0% | 38,299 | $2.1M |
| WealthTrak Capital Management LLC | 1.80% | Add +1.6% | 38,073 | $2.1M |
| Creative Planning | 0.00% | Add +33.0% | 37,957 | $2.1M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Add +22.5% | 37,855 | $2.1M |
| Sentinel Pension Advisors, LLC | 0.38% | Add +0.4% | 37,649 | $2.1M |
| Advisor Resource Council | 0.17% | Add +135.1% | 37,645 | $2.1M |
| BigSur Wealth Management LLC | 0.56% | Reduce -2.2% | 37,605 | $2.1M |
| Silver Oak Securities, Incorporated | 0.19% | Add +19.2% | 37,561 | $2.0M |
| West Bancorporation Inc. | 1.38% | Reduce -52.0% | 37,155 | $2.0M |
| Savvy Advisors, Inc. | 0.20% | Add +74.8% | 36,851 | $2.0M |
| Goldstein Advisors, LLC | 0.29% | Reduce -91.5% | 36,816 | $2.0M |
| Cibc World Market Inc. | 0.00% | Reduce -0.7% | 36,126 | $2.0M |
| Paragon Advisors, LLC | 0.74% | Add +10.1% | 35,845 | $2.0M |
| Diversified Trust Co. | 0.05% | Reduce -34.3% | 35,067 | $1.9M |
| Private Trust Co. NA | 0.20% | Add +4.7% | 34,815 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +235.6% | 34,769 | $1.9M |
| MFA Wealth Services | 1.56% | Add +82.0% | 34,557 | $1.9M |
| Encompass More Asset Management | 0.56% | Reduce -0.1% | 34,198 | $1.9M |
| Townsquare Capital LLC | 0.02% | Add +162.3% | 33,301 | $1.8M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -2.9% | 33,060 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +281.0% | 33,039 | $1.8M |
| Herold Advisors, Inc. | 0.40% | Reduce -0.6% | 32,906 | $1.8M |
| Summit Wealth Partners, LLC | 0.36% | Reduce -3.8% | 32,293 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +5.0% | 32,286 | $1.8M |
| Ofc Financial Planning, LLC | 1.99% | Add +1.6% | 32,129 | $1.8M |
| ZEGA Investments, LLC | 0.51% | Add +58.9% | 31,917 | $1.7M |
| ORG Partners LLC | 0.44% | Reduce -37.2% | 31,877 | $1.7M |
| Diversify Advisory Services, LLC | 0.11% | Reduce -1.6% | 33,361 | $1.7M |
| 49 Wealth Management, LLC | 0.21% | Reduce -18.8% | 31,439 | $1.7M |
| Creekmur Asset Management LLC | 0.36% | Add +0.5% | 31,343 | $1.7M |
| Intrepid Financial Planning Group LLC | 0.79% | Reduce -4.3% | 31,298 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.16% | Reduce -19.9% | 31,199 | $1.7M |
| Secure Asset Management, LLC | 0.34% | Reduce -27.3% | 30,954 | $1.7M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | Reduce -9.3% | 30,930 | $1.7M |
| Flagstar Securities, Inc. | 0.43% | Reduce -6.0% | 30,596 | $1.7M |
| Compass Ion Advisors, LLC | 0.20% | Add +0.2% | 30,541 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -24.5% | 30,499 | $1.7M |
| Brass Tax Wealth Management, Inc. | 0.35% | Add +100.3% | 30,256 | $1.7M |
| New England Private Wealth Advisors LLC | 0.26% | Add +0.8% | 30,170 | $1.7M |
| Nwam LLC | 0.14% | Reduce -64.6% | 29,952 | $1.6M |
| Oder Investment Management, LLC | 1.39% | Add +8.6% | 29,905 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +4.7% | 29,845 | $1.6M |
| Whitaker-Myers Wealth Managers, LTD. | 0.44% | Add +9.8% | 28,780 | $1.6M |
| MTM Investment Management, LLC | 0.61% | Reduce -5.7% | 28,756 | $1.6M |
| SlateStone Wealth, LLC | 0.16% | Reduce -6.4% | 28,623 | $1.6M |
| Coastline Trust Co | 0.19% | Reduce -21.3% | 28,384 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.40% | Reduce -50.6% | 27,756 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +9.3% | 27,430 | $1.5M |
| Hazlett, Burt & Watson, Inc. | 0.67% | Reduce -2.5% | 27,370 | $1.5M |
| Investment Partners Asset Management, Inc. | 1.17% | Reduce -10.7% | 27,311 | $1.5M |
| Sepio Capital, LP | 0.12% | Reduce -83.9% | 27,309 | $1.5M |
| Scarborough Advisors, LLC | 0.21% | Add +15.9% | 27,282 | $1.5M |
| Ballew Advisors, Inc | 1.00% | Reduce -13.1% | 29,904 | $1.5M |
| Unified Investment Management | 1.76% | Reduce -3.8% | 27,153 | $1.5M |
| Nova Wealth Management, Inc. | 1.27% | Reduce -12.6% | 26,940 | $1.5M |
| GLOBALT Investments LLC / GA | 0.06% | New | 26,612 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +4.7% | 26,541 | $1.5M |
| Berkeley, Inc | 0.67% | Reduce -29.0% | 26,169 | $1.4M |
| GK Wealth Management LLC | 1.78% | Add +112.9% | 25,987 | $1.4M |
| HF Advisory Group, LLC | 0.61% | Add +3.5% | 25,508 | $1.4M |
| Corient Private Wealth LP | 0.00% | Add +13.7% | 25,343 | $1.4M |
| Hickory Asset Management, Inc. | 1.22% | Reduce -1.5% | 25,099 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -11.6% | 24,889 | $1.4M |
| B & T Capital Management DBA Alpha Capital Management | 0.26% | Reduce -0.4% | 24,658 | $1.4M |
| Compass Advisory Group LLC | 0.47% | Add +40.4% | 24,581 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +100.1% | 24,463 | $1.3M |
| Circle Wealth Management, LLC | 0.03% | Reduce -7.1% | 24,405 | $1.3M |
| Empire Financial Management Company, LLC | 0.41% | Reduce -0.8% | 24,372 | $1.3M |
| WT Wealth Management | 0.43% | New | 24,305 | $1.3M |
| Capasso Planning Partners LLC | 0.55% | Reduce -24.9% | 24,193 | $1.3M |
| AllSquare Wealth Management LLC | 0.79% | Reduce -0.5% | 24,165 | $1.3M |
| Garden State Investment Advisory Services LLC | 0.42% | Reduce -0.6% | 23,865 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.61% | Add +294.2% | 23,859 | $1.3M |
| DHK Financial Advisors, Inc. | 0.71% | Add +0.8% | 23,690 | $1.3M |
| Global Financial Private Client, LLC | 0.49% | Reduce -3.8% | 23,509 | $1.3M |
| Alpha Financial Partners LLC | 1.03% | Reduce -59.4% | 23,406 | $1.3M |
| Verity Asset Management, Inc. | 0.52% | Add +1.4% | 23,200 | $1.3M |
| Rollins Financial Advisors, LLC | 0.22% | Reduce -3.3% | 23,119 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -4.6% | 23,008 | $1.3M |
| Heritage Wealth Management, Inc. | 0.43% | Add +11.3% | 22,814 | $1.2M |
| Rothschild Investment LLC | 0.08% | Add +17.2% | 22,652 | $1.2M |
| Insight Wealth Partners, LLC | 0.73% | Reduce -0.6% | 22,208 | $1.2M |
| Legacy Financial Strategies, LLC | 0.26% | Reduce -2.6% | 21,628 | $1.2M |
| Rovin Capital /Ut/ | 0.38% | Add +10.6% | 21,550 | $1.2M |
| Ergawealth Advisors, Inc. | 0.58% | Add +5.3% | 21,459 | $1.2M |
| Capital Analysts, LLC | 0.04% | Add +5658.0% | 21,247 | $1.2M |
| TRUE Private Wealth Advisors | 0.14% | Add +0.4% | 21,158 | $1.2M |
| Adapt Wealth Advisors, LLC | 0.56% | Reduce -14.4% | 20,996 | $1.1M |
| Socha Financial Group, LLC | 0.56% | Reduce -48.8% | 20,910 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.15% | Reduce -24.5% | 20,884 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +14.9% | 20,735 | $1.1M |
| Allie Family Office LLC | 0.62% | Add +7.9% | 20,703 | $1.1M |
| RPS Advisory Solutions LLC | 0.80% | Reduce -16.3% | 20,701 | $1.1M |
| Sloy Dahl & Holst, LLC | 0.20% | Add +25.1% | 20,426 | $1.1M |
| Avantra Family Wealth, Inc. | 1.06% | Add +1.1% | 20,225 | $1.1M |
| Hicks Capital Management LLC | 1.47% | — | 20,187 | $1.1M |
| Lake Street Private Wealth, LLC | 0.18% | Add +5.3% | 19,873 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.41% | Add +3.0% | 19,712 | $1.1M |
| Opal Wealth Advisors, LLC | 0.33% | Add +6.7% | 19,510 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +3.7% | 19,437 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.36% | Add +9.8% | 19,384 | $1.1M |
| Lion Street Advisors, LLC | 0.34% | Add +2.5% | 19,347 | $1.1M |
| Bright Futures Wealth Management, LLC. | 1.17% | Reduce -6.2% | 21,317 | $1.1M |
| World Equity Group, Inc. | 0.30% | Reduce -37.6% | 18,699 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -8.6% | 18,891 | $1.0M |
| 1858 Wealth Management, LLC | 0.87% | Reduce -1.1% | 18,800 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | Add +386.9% | 18,720 | $1.0M |
| Cypress Wealth Services, LLC | 0.21% | Reduce -0.2% | 18,646 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.33% | Reduce -7.3% | 17,831 | $1.0M |
| Vicus Capital | 0.09% | Reduce -18.9% | 18,022 | $987K |
| Gateway Wealth Partners, LLC | 0.22% | Add +29.2% | 17,856 | $978K |
| Caprock Group, LLC | 0.03% | Add +21.1% | 17,846 | $977K |
| Key Financial Inc | 0.21% | Reduce -1.9% | 17,676 | $968K |
| Lowe Wealth Advisors, LLC | 0.41% | Add +6.7% | 17,571 | $962K |
| Claro Advisors Inc. | 0.13% | Add +1.5% | 17,567 | $962K |
| Atlas Private Wealth Advisors | 0.13% | Reduce -9.5% | 17,562 | $962K |
| Defender Capital, LLC. | 0.38% | New | 17,500 | $958K |
| Alta Wealth Advisors LLC | 0.43% | Add +1.4% | 17,212 | $943K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +6.3% | 16,954 | $928K |
| Tradition Wealth Management, LLC | 0.08% | Reduce -7.1% | 16,740 | $917K |
| RKL Wealth Management LLC | 0.09% | Add +6.1% | 16,663 | $912K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -9.2% | 16,620 | $910K |
| Two Sigma Securities, LLC | 0.14% | New | 16,591 | $909K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +4.2% | 16,530 | $905K |
| Able Wealth Management LLC | 0.52% | Reduce -20.2% | 16,161 | $885K |
| Resurgent Financial Advisors LLC | 0.53% | Reduce -1.2% | 16,068 | $880K |
| BankPlus Trust Department | 0.29% | Reduce -1.9% | 15,921 | $872K |
| Trivium Point Advisory, LLC | 0.11% | Add +4.4% | 15,771 | $864K |
| One Capital Management, LLC | 0.03% | No change | 15,740 | $862K |
| Liberty Wealth Management LLC | 0.16% | Reduce -8.9% | 15,691 | $859K |
| Powers Advisory Group, LLC | 0.41% | Add +31.3% | 15,661 | $858K |
| KPP Advisory Services LLC | 0.16% | Reduce -67.9% | 15,619 | $855K |
| Choreo, LLC | 0.01% | Reduce -5.8% | 15,572 | $853K |
| Kraematon Investment Advisors, Inc. | 0.85% | Reduce -3.3% | 15,260 | $836K |
| Vivid Wealth Management, LLC | 0.42% | New | 15,246 | $835K |
| Comprehensive Financial Planning, Inc. | 0.80% | Add +0.2% | 15,002 | $822K |
| Holland Advisory Services, Inc. | 1.24% | Reduce -92.0% | 14,978 | $820K |
| Mutual Advisors, LLC | 0.02% | Add +1.6% | 15,835 | $816K |
| Cornerstone Advisory, LLC | 0.09% | Reduce -53.4% | 15,532 | $807K |
| Barrett & Company, Inc. | 0.34% | Add +8.3% | 14,638 | $802K |
| 5T Wealth, LLC | 0.45% | Add +5.3% | 14,569 | $798K |
| Tyche Wealth Partners LLC | 0.17% | Add +10.3% | 14,493 | $794K |
| Key Client Fiduciary Advisors, LLC | 0.36% | Add +12.3% | 14,446 | $791K |
| Romano Brothers and Company | 0.10% | Reduce -9.2% | 14,375 | $787K |
| National Bank of Canada | 0.00% | Reduce -63.3% | 14,312 | $784K |
| Bravias Capital Group, LLC | 0.63% | Add +0.1% | 14,213 | $778K |
| M Holdings Securities, Inc. | 0.13% | Add +4.7% | 14,210 | $778K |
| Novem Group | 0.11% | Reduce -6.0% | 14,059 | $770K |
| HBK Sorce Advisory LLC | 0.02% | New | 14,022 | $768K |
| Barnes Pettey Financial Advisors, LLC | 0.59% | Add +0.9% | 13,937 | $763K |
| Ameriflex Group, Inc. | 0.31% | Reduce -47.5% | 13,900 | $761K |
| Maridea Wealth Management LLC | 0.25% | Reduce -43.3% | 13,870 | $760K |
| Brookwood Investment Group LLC | 0.13% | — | 13,860 | $759K |
| Vertex Planning Partners, LLC | 0.16% | Add +5.7% | 13,735 | $752K |
| Centerpoint Advisory Group | 0.74% | Reduce -5.3% | 13,708 | $751K |
| GTS Securities LLC | 0.03% | New | 13,703 | $750K |
| Autumn Glory Partners, LLC | 0.37% | No change | 13,640 | $747K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +12.5% | 13,502 | $739K |
| Guardian Asset Advisors, LLC | 0.48% | Add +0.6% | 13,541 | $739K |
| Continuum Advisory, LLC | 0.09% | Add +25.9% | 13,372 | $732K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -3.8% | 13,242 | $725K |
| Wetzel Investment Advisors, Inc. | 0.37% | No change | 13,227 | $724K |
| Channel Wealth LLC | 0.22% | Reduce -9.1% | 12,915 | $707K |
| Magnolia Capital Advisors LLC | 0.19% | Reduce -35.7% | 12,875 | $705K |
| Summit Asset Management, LLC | 0.12% | No change | 12,860 | $704K |
| Long Island Wealth Management, Inc. | 0.42% | Reduce -22.6% | 12,719 | $696K |
| Millstone Evans Group, LLC | 0.47% | Add +3.6% | 12,684 | $695K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +36.0% | 12,563 | $688K |
| Midland Wealth Advisors, LLC | 0.04% | Reduce -41.2% | 12,484 | $684K |
| Capstone Wealth Management Group LLC | 0.54% | Reduce -26.4% | 12,375 | $678K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -0.3% | 12,353 | $676K |
| Breakwater Capital Group | 0.12% | Reduce -2.2% | 12,319 | $675K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +12.2% | 12,321 | $673K |
| Mission Wealth Management, LP | 0.02% | Add +101.7% | 12,172 | $667K |
| Lanark Financial, Inc. | 0.06% | — | 11,989 | $656K |
| Investor's Fiduciary Advisor Network, LLC | 0.30% | New | 11,736 | $642K |
| PGIM Custom Harvest LLC | 0.02% | Reduce -7.8% | 11,719 | $642K |
| Ocean Park Asset Management, LLC | 0.02% | Add +42.9% | 11,650 | $638K |
| Exchange Traded Concepts, LLC | 0.01% | Add +38.9% | 11,650 | $638K |
| BCGM Wealth Management, LLC | 0.20% | Reduce -10.1% | 11,608 | $636K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.7% | 11,584 | $634K |
| SOL Capital Management CO | 0.07% | Reduce -4.9% | 11,460 | $628K |
| NTV Asset Management LLC | 0.08% | Add +9.6% | 11,375 | $623K |
| DSG Capital Advisors, LLC | 0.13% | Reduce -28.5% | 11,342 | $621K |
| Fortress Private Ledger, LLC | 0.34% | Add +12.7% | 11,102 | $608K |
| MWA Asset Management | 0.42% | Add +6.2% | 11,087 | $607K |
| Berger Financial Group, Inc | 0.04% | Add +1.0% | 11,064 | $606K |
| PFG Investments, LLC | 0.04% | Add +32.4% | 11,009 | $603K |
| Hilltop Holdings Inc. | 0.04% | Add +38.8% | 10,986 | $602K |
| Avaii Wealth Management, LLC | 0.32% | Reduce -93.3% | 10,865 | $595K |
| Diligent Investors, LLC | 0.14% | Reduce -17.3% | 10,750 | $589K |
| Silverlake Wealth Management LLC | 0.23% | Add +3.5% | 10,724 | $587K |
| Inspire Advisors, LLC | 0.07% | Reduce -10.3% | 10,704 | $586K |
| Obsidian Cio, LLC | 0.09% | Reduce -0.5% | 10,550 | $578K |
| Aurora Private Wealth, Inc. | 0.45% | Add +0.9% | 10,351 | $567K |
| Weaver Consulting Group | 0.17% | Reduce -12.6% | 10,336 | $566K |
| Jacksonville Wealth Management, LLC | 0.56% | No change | 10,302 | $564K |
| Savant Capital, LLC | 0.00% | Reduce -66.3% | 10,290 | $563K |
| Gries Financial LLC | 0.11% | Add +81.2% | 10,188 | $558K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 10,170 | $557K |
| ProVise Management Group, LLC | 0.05% | Add +3.6% | 10,109 | $554K |
| Jane Street Group, LLC | 0.00% | Reduce -64.1% | 10,014 | $548K |
| Coordinated Financial Services, Inc. | 0.43% | — | 9,977 | $546K |
| Kovack Advisors, Inc. | 0.06% | Add +20.4% | 9,929 | $544K |
| N.E.W. Advisory Services LLC | 0.04% | New | 9,926 | $544K |
| Flow Traders U.S. LLC | 0.02% | Reduce -73.0% | 9,824 | $538K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -0.0% | 9,737 | $533K |
| Centurion Wealth Management LLC | 0.17% | No change | 9,437 | $533K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -11.1% | 9,686 | $530K |
| CIBC Private Wealth Group LLC | 0.00% | Add +76.0% | 11,166 | $530K |
| EP Wealth Advisors, LLC | 0.00% | Add +33.3% | 9,675 | $530K |
| Wealth Watch Advisors, INC | 0.42% | Add +37.8% | 9,476 | $519K |
| Florida Financial Advisors, LLC | 0.20% | Add +29.4% | 9,311 | $510K |
| BKM Wealth Management, LLC | 0.21% | Reduce -3.1% | 9,307 | $510K |
| Hofer & Associates. Inc | 0.35% | Add +1.3% | 9,290 | $509K |
| Stephens Inc. | 0.01% | Reduce -21.4% | 9,257 | $507K |
| EWG Elevate Inc. | 0.19% | Reduce -2.3% | 9,175 | $502K |
| RTD Financial Advisors, Inc. | 0.07% | No change | 9,100 | $498K |
| Glass Jacobson Investment Advisors llc | 0.16% | No change | 8,818 | $498K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +141.7% | 9,063 | $496K |
| Tranquility Partners, LLC | 0.19% | Reduce -2.3% | 9,030 | $494K |
| Ranch Capital Advisors Inc. | 0.23% | Reduce -4.6% | 8,968 | $491K |
| Stratos Investment Management, LLC | 0.03% | New | 8,950 | $490K |
| Balefire, LLC | 0.17% | Reduce -1.7% | 8,792 | $481K |
| Next Level Wealth Planning, LLC | 0.36% | Add +12.3% | 8,594 | $471K |
| OxenFree Capital LLC | 0.36% | Add +0.6% | 9,514 | $470K |
| WealthCare Investment Partners, LLC | 0.20% | Add +11.2% | 9,500 | $469K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -5.4% | 8,526 | $467K |
| D. E. Shaw & Co. | 0.00% | New | 8,485 | $464K |
| Prospect Financial Services LLC | 0.26% | Reduce -0.3% | 8,477 | $464K |
| Bey-Douglas LLC | 0.42% | Add +1.4% | 8,458 | $463K |
| GSG Advisors LLC | 0.15% | Add +0.8% | 8,927 | $457K |
| West Michigan Advisors, LLC | 0.15% | Reduce -6.6% | 8,200 | $449K |
| Front Row Advisors LLC | 0.17% | Add +5.3% | 8,188 | $448K |
| Fisher Asset Management | 0.00% | Add +105.9% | 8,132 | $445K |
| Jacobi Capital Management LLC | 0.03% | Add +3.4% | 8,129 | $445K |
| Simplicity Wealth,LLC | 0.03% | New | 8,073 | $442K |
| Quantum Private Wealth, LLC | 0.17% | Add +0.1% | 8,050 | $441K |
| Plotkin Financial Advisors, LLC | 0.27% | No change | 8,012 | $439K |
| BankPlus Wealth Management LLC | 0.32% | Reduce -86.1% | 8,009 | $439K |
| Vista Investment Partners LLC | 0.13% | New | 7,989 | $437K |
| Arax Advisory Partners | 0.03% | Add +58.7% | 7,952 | $435K |
| Fortis Capital Advisors, LLC | 0.09% | Reduce -44.4% | 7,948 | $435K |
| Victory Financial Group, LLC | 0.08% | New | 7,914 | $433K |
| KOM Wealth Management Group, LLC | 0.37% | New | 7,839 | $429K |
| Trexquant Investment LP | 0.01% | Add +27.2% | 7,835 | $429K |
| Keystone Financial Group | 0.04% | Reduce -1.6% | 7,803 | $427K |
| Prepared Retirement Institute LLC | 0.27% | New | 7,792 | $427K |
| Fiducient Advisors LLC | 0.05% | No change | 7,770 | $425K |
| FWL Investment Management, LLC | 0.16% | Add +10.0% | 7,698 | $422K |
| Triumph Capital Management | 0.14% | Reduce -72.0% | 7,674 | $420K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.8% | 7,599 | $416K |
| Virtue Capital Management, LLC | 0.05% | New | 7,393 | $404K |
| Benchmark Wealth Management, LLC | 0.20% | Reduce -20.6% | 7,365 | $403K |
| Optivise Advisory Services LLC | 0.23% | Reduce -63.0% | 7,341 | $402K |
| Delta Investment Management, LLC | 0.08% | Add +6.8% | 7,174 | $393K |
| Baron Silver Stevens Financial Advisors, LLC | 0.07% | New | 7,111 | $389K |
| Redhawk Wealth Advisors, Inc. | 0.05% | Reduce -2.9% | 7,080 | $388K |
| NewEdge Wealth, LLC | 0.01% | Reduce -7.6% | 7,069 | $387K |
| BlackRock, Inc. | 0.00% | Add +61.7% | 7,068 | $387K |
| LexAurum Advisors, LLC | 0.07% | Add +0.2% | 6,928 | $379K |
| Stewardship Advisors, LLC | 0.10% | Reduce -47.3% | 6,896 | $378K |
| TCFG Wealth Management, LLC | 0.19% | Add +18.5% | 6,885 | $377K |
| Rothschild Capital Partners, LLC | 0.10% | Reduce -6.5% | 6,847 | $375K |
| Revisor Wealth Management LLC | 0.16% | New | 6,705 | $367K |
| Icon Wealth Advisors, LLC | 0.03% | New | 6,665 | $365K |
| Ruggaard & Associates LLC | 0.16% | New | 6,580 | $360K |
| M3 Advisory Group, LLC | 0.28% | Add +3.0% | 6,519 | $357K |
| Winebrenner Capital Management LLC | 0.32% | Add +3.5% | 6,465 | $354K |
| Wealth Management Associates, Inc. | 0.15% | Reduce -7.8% | 6,430 | $352K |
| Chicago Wealth Management, Inc. | 0.18% | Reduce -96.5% | 6,375 | $349K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -47.1% | 6,327 | $346K |
| Roman Butler Fullerton & Co. | 0.13% | Add +42.5% | 6,887 | $346K |
| Trust Point Inc. | 0.03% | No change | 6,284 | $344K |
| Modera Wealth Management, LLC | 0.00% | Reduce -21.8% | 6,274 | $344K |
| BNP Paribas Financial Markets | 0.00% | Add +50.2% | 6,123 | $335K |
| Pure Financial Advisors, LLC | 0.01% | New | 6,062 | $332K |
| Saxon Interests, Inc. | 0.16% | Add +13.5% | 6,056 | $332K |
| Fort Sheridan Advisors LLC | 0.05% | Add +1.6% | 6,018 | $330K |
| Sachetta, LLC | 0.13% | Add +3.5% | 6,000 | $329K |
| Nautilus Advisors LLC | 0.27% | Reduce -4.1% | 5,933 | $325K |
| ETF Store, Inc. | 0.40% | Add +2.7% | 5,925 | $324K |
| L & S Advisors Inc | 0.05% | Reduce -29.9% | 5,912 | $324K |
| Garde Capital, Inc. | 0.02% | Add +12.2% | 5,840 | $320K |
| Kellett Wealth Advisors, LLC | 0.22% | Add +11.5% | 5,825 | $319K |
| Bank of Montreal | 0.00% | Reduce -48.3% | 5,801 | $318K |
| Gainplan LLC | 0.21% | Reduce -59.9% | 5,768 | $316K |
| Revolve Wealth Partners, LLC | 0.05% | New | 5,742 | $314K |
| Saxony Capital Management, LLC | 0.28% | Reduce -56.3% | 5,738 | $314K |
| CRA Financial Services, LLC | 0.05% | Add +1.8% | 5,700 | $312K |
| Spire Wealth Management | 0.01% | Reduce -14.2% | 5,684 | $311K |
| Beck Bode, LLC | 0.06% | Reduce -15.9% | 5,670 | $310K |
| Philip James Wealth Mangement, LLC | 0.04% | Reduce -21.8% | 5,642 | $309K |
| Quadrant Private Wealth Management, LLC | 0.08% | Reduce -11.1% | 5,627 | $308K |
| Richardson Capital Management LLC | 0.19% | Add +7.8% | 5,576 | $305K |
| North Capital, Inc. | 0.29% | — | 5,555 | $304K |
| Consolidated Portfolio Review Corp | 0.05% | Add +5.3% | 5,512 | $302K |
| Bokf, NA | 0.01% | New | 5,390 | $295K |
| Napa Wealth Management | 0.17% | Reduce -23.4% | 5,388 | $295K |
| HMV Wealth Advisors, LLC | 0.23% | Reduce -3.1% | 5,373 | $294K |
| IMG Wealth Management, Inc. | 0.26% | No change | 5,345 | $293K |
| Soundwatch Capital LLC | 0.13% | Reduce -29.9% | 5,284 | $289K |
| Cairn Investment Group, Inc. | 0.16% | New | 5,280 | $289K |
| Ethos Financial Group, LLC | 0.03% | Add +3593.6% | 5,208 | $285K |
| Milestone Asset Management, LLC | 0.06% | Add +0.1% | 5,145 | $282K |
| Turning Point Benefit Group, Inc. | 0.26% | Reduce -56.5% | 5,639 | $275K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -34.1% | 4,939 | $270K |
| WESPAC Advisors SoCal, LLC | 0.07% | Add +2.3% | 4,875 | $267K |
| Optima Capital LLC | 0.17% | Reduce -89.6% | 4,866 | $266K |
| Legacy Solutions, LLC | 0.29% | Add +0.5% | 4,865 | $266K |
| MSH Capital Advisors LLC | 0.08% | Add +20.5% | 4,792 | $262K |
| True North Advisors, LLC | 0.05% | New | 4,754 | $260K |
| Miller Investment Management, LP | 0.03% | Reduce -80.0% | 4,753 | $260K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -2.9% | 4,699 | $257K |
| Ceera Investments, LLC | 0.09% | No change | 4,695 | $257K |
| Twin Peaks Wealth Advisors, LLC | 0.12% | Add +22.9% | 5,105 | $256K |
| Parallel Advisors, LLC | 0.01% | Reduce -4.4% | 4,677 | $256K |
| Essex Bank | 0.06% | No change | 4,630 | $253K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 4,537 | $248K |
| WealthTrust Asset Management, LLC | 0.18% | No change | 4,528 | $248K |
| Tiaa Trust, National Association | 0.00% | Add +1.5% | 4,494 | $246K |
| WoodTrust Financial Corp | 0.03% | No change | 4,500 | $246K |
| Sierra Capital LLC | 0.03% | No change | 4,495 | $246K |
| HCR Wealth Advisors | 0.03% | Reduce -19.9% | 4,474 | $245K |
| M.E. Allison & Co., Inc. | 0.24% | Add +0.7% | 4,410 | $241K |
| Stark Wealth Management LLC | 2.49% | Reduce -50.0% | 4,408 | $241K |
| Aviance Capital Partners, LLC | 0.03% | No change | 4,375 | $240K |
| Verdence Capital Advisors LLC | 0.02% | Add +15.0% | 4,372 | $239K |
| Certuity, LLC | 0.02% | Add +0.7% | 4,269 | $234K |
| Blue Trust, Inc. | 0.00% | Add +569.6% | 4,245 | $232K |
| Accurate Wealth Management, LLC | 0.04% | Add +2.8% | 4,617 | $230K |
| Amplius Wealth Advisors, LLC | 0.02% | Add +0.1% | 4,173 | $228K |
| Three Magnolias Financial Advisors, LLC | 0.19% | New | 4,100 | $225K |
| Independent Wealth Network Inc. | 0.09% | Add +2.7% | 4,098 | $224K |
| Quad-Cities Investment Group, LLC | 0.11% | Reduce -8.0% | 4,058 | $222K |
| Millennium Management | 0.00% | Reduce -40.1% | 4,031 | $221K |
| Up Strategic Wealth Investment Advisors LLC | 0.20% | No change | 4,023 | $220K |
| Obermeyer Wealth Partners | 0.01% | Add +7.0% | 4,018 | $220K |
| Santori & Peters, Inc. | 0.09% | No change | 4,003 | $219K |
| Retirement Planning Group, LLC / NY | 0.22% | New | 3,908 | $214K |
| Greenleaf Trust | 0.00% | Reduce -8.0% | 3,848 | $211K |
| Accel Wealth Management | 0.08% | No change | 3,834 | $210K |
| Realta Investment Advisors | 0.10% | Add +10.9% | 3,828 | $210K |
| Financial Gravity Asset Management, Inc. | 0.05% | — | 3,818 | $209K |
| Wbi Investments, LLC | 0.06% | Reduce -77.7% | 3,817 | $209K |
| Lowery Thomas, LLC | 0.14% | Reduce -1.8% | 3,768 | $206K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,674 | $201K |
| Ferguson Shapiro LLC | 0.07% | Add +2.0% | 3,659 | $200K |
| Flagship Wealth Advisors, LLC | 0.07% | Add +7.4% | 3,250 | $178K |
| Legacy Wealth Managment, LLC | 0.13% | Add +54.0% | 3,201 | $175K |
| Signaturefd, LLC | 0.00% | Reduce -45.8% | 3,165 | $173K |
| Whittier Trust Co. | 0.00% | No change | 3,144 | $172K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +68.2% | 3,067 | $168K |
| Murphy & Mullick Capital Management Corp | 0.16% | Add +35.5% | 2,980 | $163K |
| Assetmark, Inc. | 0.00% | Add +7.4% | 2,942 | $161K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -9.4% | 2,914 | $160K |
| CoreCap Advisors, LLC | 0.01% | Reduce -95.6% | 2,475 | $136K |
| DHJJ Financial Advisors, Ltd. | 0.05% | Reduce -10.6% | 2,399 | $131K |
| Asset Dedication, LLC | 0.01% | Add +8.5% | 2,267 | $124K |
| CENTRAL TRUST Co | 0.00% | Add +8.4% | 2,254 | $123K |
| 1 North Wealth Services LLC | 0.05% | New | 2,158 | $118K |
| Sound Income Strategies, LLC | 0.01% | Add +638.1% | 2,133 | $117K |
| United Community Bank | 0.04% | No change | 2,110 | $116K |
| S.A. Mason LLC | 0.06% | Add +18.4% | 2,030 | $111K |
| LRI Investments, LLC | 0.01% | No change | 1,874 | $103K |
| Russell Investments Group, Ltd. | 0.00% | Add +898.4% | 1,857 | $102K |
| Dogwood Wealth Management LLC | 0.05% | Add +24.8% | 1,841 | $101K |
| McIlrath & Eck, LLC | 0.01% | Add +0.9% | 1,747 | $96K |
| Bare Financial Services, Inc | 0.04% | New | 1,736 | $95K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +7.1% | 1,722 | $94K |
| Anchor Investment Management, LLC | 0.01% | Add +0.5% | 1,717 | $94K |
| Orion Capital Management LLC | 0.04% | No change | 1,700 | $93K |
| TD Capital Management LLC | 0.01% | Add +925.1% | 1,671 | $91K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $86K |
| Investors Research Corp | 0.02% | No change | 1,313 | $72K |
| Crewe Advisors LLC | 0.01% | Reduce -28.7% | 1,309 | $72K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -7.7% | 1,200 | $66K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 1,165 | $64K |
| Kiker Wealth Management, LLC | 0.04% | New | 1,153 | $63K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,076 | $59K |
| Clarity Asset Management, Inc. | 0.04% | Add +928.2% | 1,059 | $58K |
| SRH Advisors, LLC | 0.02% | Add +98.1% | 1,040 | $57K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.6% | 985 | $54K |
| PFG Private Wealth Management, LLC | 0.03% | No change | 967 | $53K |
| Investment Research & Advisory Group, Inc. | 0.02% | New | 961 | $53K |
| Crews Bank & Trust | 0.01% | No change | 926 | $51K |
| Bogart Wealth, LLC | 0.00% | Add +59.2% | 922 | $50K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +208.5% | 728 | $40K |
| Register Financial Advisors LLC | 0.02% | New | 715 | $39K |
| West Oak Capital, LLC | 0.02% | New | 700 | $38K |
| 2UniFi Bank | 0.02% | No change | 650 | $37K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -38.0% | 666 | $36K |
| Tidemark, LLC | 0.01% | No change | 633 | $35K |
| Larson Financial Group LLC | 0.00% | Add +93.8% | 630 | $35K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | — | 615 | $34K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -24.2% | 565 | $31K |
| Clearstead Advisors, LLC | 0.00% | Reduce -16.7% | 560 | $31K |
| Flaharty Asset Management, LLC | 0.00% | New | 557 | $31K |
| MPWM Advisory Solutions, LLC | 0.02% | Add +9.8% | 547 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 508 | $28K |
| American Capital Advisory, LLC | 0.01% | No change | 500 | $27K |
| Brentview Investment Management LLC | 0.01% | New | 500 | $27K |
| DecisionPoint Financial, LLC | 0.01% | No change | 466 | $26K |
| Synergy Investment Management, LLC | 0.01% | Add +32.9% | 448 | $25K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 429 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 428 | $23K |
| Hughes Financial Services, LLC | 0.00% | New | 427 | $23K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 410 | $22K |
| TruNorth Capital Management, LLC | 0.01% | No change | 404 | $22K |
| FSA Wealth Management LLC | 0.01% | No change | 363 | $20K |
| Nvwm, LLC | 0.01% | No change | 359 | $20K |
| Runnymede Capital Advisors, Inc. | 0.02% | Reduce -88.0% | 350 | $19K |
| Salem Investment Counselors Inc. | 0.00% | New | 350 | $19K |
| Gen-Wealth Partners Inc | 0.01% | No change | 347 | $19K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 340 | $19K |
| Salomon & Ludwin, LLC | 0.00% | No change | 325 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -74.9% | 325 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 316 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 306 | $17K |
| First Pacific Financial | 0.00% | New | 297 | $16K |
| Abound Wealth Management | 0.01% | New | 295 | $16K |
| Sittner & Nelson, LLC | 0.01% | No change | 284 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 253 | $14K |
| Compass Financial Services Inc | 0.01% | New | 250 | $14K |
| Glassman Wealth Services | 0.00% | New | 238 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 220 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 216 | $12K |
| Richards, Merrill & Peterson, Inc. | 0.01% | New | 200 | $11K |
| Founders Financial Alliance, LLC | 0.00% | No change | 200 | $11K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -70.2% | 200 | $11K |
| MCF Advisors LLC | 0.00% | No change | 200 | $11K |
| Colonial Trust Co / SC | 0.00% | New | 180 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 176 | $10K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 155 | $8K |
| Arlington Trust Co LLC | 0.00% | New | 150 | $8K |
| Riggs Asset Managment Co. Inc. | 0.00% | Reduce -89.6% | 148 | $8K |
| Operose Advisors LLC | 0.00% | No change | 146 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 141 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 129 | $7K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 127 | $7K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 115 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | New | 100 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 95 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 58 | $3K |
| NFSG Corp | 0.00% | Reduce -96.9% | 40 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 35 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 30 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | New | 24 | $1K |
| Hurley Capital, LLC | 0.00% | New | 23 | $1K |
| Toth Financial Advisory Corp. | 0.00% | New | 20 | $1K |
| Capital A Wealth Management, LLC | 0.00% | No change | 15 | $821 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 10 | $548 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -95.4% | 8 | $438 |
| WealthShield Partners, LLC | 0.00% | Reduce -99.4% | 2 | $110 |
"% 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.