Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q4 2025 (December 31)848holders +56
54new positions
46sold out
3famous investors
$60.20avg. 13F price*
At the end of Q4 2025, 848 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 56 from Q3 2025. 54 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($2.3B), LPL Financial LLC ($1.1B) and Morgan Stanley ($921.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q4 2025)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $70.5M |
| Exits | 46 | $38.6M |
All 13F filers, Q3 2025 → Q4 2025: 4,293,463 shares bought and 22,522,780 shares sold, net −18,229,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 848 holders
| Bank of America Corp. | 0.17% | Reduce -11.3% | 38,659,376 | $2.3B |
| LPL Financial LLC | 0.31% | Reduce -8.5% | 18,708,533 | $1.1B |
| Morgan Stanley | 0.06% | Reduce -9.9% | 15,312,750 | $921.4M |
| Raymond James Financial Inc. | 0.17% | Reduce -13.9% | 8,846,219 | $532.3M |
| Northwestern Mutual Wealth Management Co. | 0.30% | Reduce -11.8% | 7,978,756 | $480.1M |
| Wells Fargo & Company | 0.08% | Reduce -8.2% | 7,016,494 | $422.2M |
| Cetera Investment Advisers | 0.38% | Reduce -5.4% | 5,758,501 | $346.5M |
| UBS Group AG | 0.06% | Reduce -4.8% | 4,770,845 | $287.1M |
| Osaic Holdings, Inc. | 0.35% | Reduce -25.4% | 3,983,769 | $239.8M |
| Ameriprise Financial Inc. | 0.05% | Reduce -18.2% | 3,461,176 | $208.2M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -12.2% | 3,318,661 | $199.7M |
| Cambridge Investment Research Advisors, Inc. | 0.52% | Reduce -15.2% | 3,258,832 | $196.1M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -11.9% | 3,232,605 | $194.5M |
| Royal Bank of Canada | 0.03% | Reduce -4.6% | 2,741,100 | $164.9M |
| Sequoia Financial Advisors, LLC | 0.61% | Add +0.2% | 1,801,161 | $108.4M |
| MML Investors Services, LLC | 0.25% | Reduce -1.6% | 1,697,873 | $102.2M |
| HighTower Advisors, LLC | 0.11% | Reduce -7.8% | 1,684,967 | $101.4M |
| Kestra Advisory Services, LLC | 0.41% | Add +5.6% | 1,645,618 | $99.0M |
| Jones Financial Companies LLLP | 0.06% | Reduce -0.1% | 1,625,686 | $97.8M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -3.3% | 1,401,445 | $86.3M |
| Stifel Financial Corp. | 0.08% | Reduce -10.8% | 1,394,324 | $83.9M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.5% | 1,042,979 | $62.8M |
| Capital Asset Advisory Services LLC | 2.42% | Add +1.9% | 975,844 | $60.1M |
| Axxcess Wealth Management, LLC | 1.04% | Add +1.7% | 968,064 | $58.2M |
| Sfmg, LLC | 3.84% | Add +2.9% | 950,367 | $57.2M |
| Mercer Global Advisors Inc. | 0.08% | Add +0.9% | 898,123 | $54.0M |
| O'Brien Wealth Partners LLC | 6.62% | Reduce -0.2% | 831,660 | $50.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +47.4% | 826,983 | $49.8M |
| Evensky & Katz LLC | 2.79% | Add +1.9% | 820,713 | $49.4M |
| Provident Wealth Management, LLC | 14.61% | Add +0.9% | 819,714 | $49.3M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -7.5% | 803,748 | $48.4M |
| Orion Porfolio Solutions, LLC | 0.35% | Add +29.0% | 802,814 | $48.3M |
| Citigroup Inc. | 0.03% | Reduce -2.7% | 708,687 | $42.6M |
| Truist Financial Corp. | 0.06% | Reduce -1.6% | 704,963 | $42.4M |
| Aprio Wealth Management, LLC | 2.43% | Add +5.3% | 704,058 | $42.4M |
| D.A. Davidson & Co. | 0.25% | Add +13.4% | 676,902 | $40.7M |
| Modern Wealth Management, LLC | 0.72% | Reduce -8.8% | 658,118 | $39.6M |
| AlphaCore Capital LLC | 0.88% | Add +38.4% | 647,900 | $39.4M |
| Focus Partners Wealth | 0.04% | Reduce -8.2% | 634,064 | $38.1M |
| Steward Partners Investment Advisory, LLC | 0.20% | Reduce -14.2% | 605,659 | $36.4M |
| Mariner, LLC | 0.04% | Reduce -5.6% | 602,798 | $36.3M |
| Wealthcare Advisory Partners LLC | 0.67% | Add +3.2% | 568,262 | $34.2M |
| United Capital Financial Advisors, LLC | 0.20% | New | 559,720 | $33.7M |
| Private Advisor Group, LLC | 0.16% | Reduce -9.2% | 556,163 | $33.5M |
| Equitable Holdings, Inc. | 0.23% | Reduce -10.0% | 547,417 | $32.9M |
| Wilkerson Advisory Group LLC | 11.11% | — | 524,152 | $31.5M |
| NewEdge Advisors, LLC | 0.11% | Reduce -3.1% | 507,288 | $30.5M |
| Kestra Private Wealth Services, LLC | 0.38% | Add +0.7% | 503,696 | $30.3M |
| EverSource Wealth Advisors, LLC | 1.10% | Add +1.6% | 497,102 | $29.9M |
| Captrust Financial Advisors | 0.06% | Add +2.1% | 494,673 | $29.8M |
| Certified Advisory Corp | 2.67% | Reduce -0.8% | 486,798 | $29.3M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +0.1% | 485,760 | $29.2M |
| MAI Capital Management | 0.17% | Add +11.2% | 478,474 | $28.8M |
| Pinnacle Financial Partners, Inc. | 0.21% | — | 469,490 | $28.3M |
| Wilmington Savings Fund Society, FSB | 0.66% | Reduce -14.4% | 467,636 | $28.1M |
| Paragon Capital Management Ltd | 5.18% | Reduce -0.3% | 423,400 | $25.5M |
| Foster Victor Wealth Advisors, LLC | 1.42% | Add +0.3% | 395,479 | $24.4M |
| Presidio Capital Management, LLC | 7.28% | Reduce -0.3% | 402,389 | $24.2M |
| BNP Paribas Financial Markets | 0.02% | Add +13333233.3% | 400,000 | $24.1M |
| Harbour Investments, Inc. | 0.47% | Reduce -17.6% | 387,563 | $23.3M |
| &partners | 0.12% | Reduce -1.1% | 387,096 | $23.3M |
| Decker Wealth Management LLC | 5.10% | — | 385,880 | $23.2M |
| Wiser Wealth Management, Inc | 5.03% | Add +1.7% | 376,069 | $22.6M |
| Matauro, LLC | 3.38% | Add +2.1% | 373,245 | $22.5M |
| Independent Financial Group, LLC | 0.50% | Reduce -8.2% | 369,935 | $22.3M |
| Drucker Wealth 3.0, LLC | 3.80% | Add +6.1% | 359,196 | $21.6M |
| IHT Wealth Management, LLC | 0.52% | Reduce -23.3% | 357,342 | $21.5M |
| Ausdal Financial Partners, Inc. | 0.98% | Add +0.8% | 352,319 | $21.2M |
| Intelligence Driven Advisers, LLC | 2.98% | Reduce -11.4% | 346,365 | $20.8M |
| Marble Wealth, LLC | 2.86% | — | 342,530 | $20.6M |
| Thoroughbred Financial Services, LLC | 1.20% | Reduce -0.0% | 335,473 | $20.2M |
| J.W. Cole Advisors, Inc. | 0.48% | Reduce -8.1% | 349,122 | $19.8M |
| Cwm, LLC | 0.05% | Add +3.1% | 323,271 | $19.5M |
| Sanctuary Advisors, LLC | 0.11% | Reduce -16.2% | 320,047 | $19.3M |
| HBW Advisory Services LLC | 2.06% | Reduce -21.2% | 314,595 | $18.9M |
| Wealth Group Ltd | 4.23% | Reduce -15.1% | 314,125 | $18.9M |
| Oppenheimer & Co. Inc. | 0.25% | Reduce -9.8% | 295,913 | $17.8M |
| Compound Planning, Inc. | 0.52% | Add +3.8% | 290,230 | $17.5M |
| Pacer Advisors, Inc. | 0.05% | Reduce -2.6% | 287,714 | $17.3M |
| Concurrent Investment Advisors, LLC | 0.19% | Add +15.1% | 275,339 | $16.6M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -9.6% | 274,813 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -4.2% | 274,012 | $16.5M |
| Clay Northam Wealth Management, LLC | 9.14% | Add +0.8% | 273,476 | $16.5M |
| PSI Advisors, LLC | 4.11% | Reduce -3.7% | 271,843 | $16.4M |
| Geneos Wealth Management Inc. | 0.40% | Reduce -15.2% | 271,578 | $16.3M |
| Inlight Wealth Management, LLC | 5.68% | Add +26.3% | 257,643 | $15.5M |
| Financial Security Advisor, Inc. | 2.94% | Add +31.9% | 249,648 | $15.2M |
| Sigma Planning Corp | 0.42% | Reduce -9.2% | 250,621 | $15.1M |
| Altus Wealth Group LLC | 5.92% | Reduce -14.0% | 246,356 | $14.8M |
| Mgo One Seven LLC | 0.30% | Reduce -5.7% | 246,081 | $14.8M |
| Advisory Alpha, LLC | 0.40% | Reduce -0.2% | 245,024 | $14.7M |
| Creative Financial Designs Inc. | 0.92% | Add +1.0% | 242,030 | $14.6M |
| Verus Capital Partners, LLC | 0.97% | Add +100.3% | 240,962 | $14.5M |
| Cyr Financial Inc. | 9.01% | Add +7.7% | 240,096 | $14.4M |
| Searcy Financial Services Inc. | 5.30% | Add +0.8% | 237,718 | $14.3M |
| Level Four Advisory Services, LLC | 0.47% | Add +2.5% | 237,698 | $14.3M |
| Bryn Mawr Trust Advisors, LLC | 0.68% | Reduce -10.3% | 235,545 | $14.2M |
| Corient Private Wealth LP | 0.02% | Reduce -56.9% | 235,301 | $14.2M |
| Financial Partners Group, Inc | 1.57% | Reduce -4.3% | 218,500 | $13.6M |
| Advisory Services Network, LLC | 0.19% | Add +1.2% | 225,645 | $13.6M |
| Plan Group Financial, LLC | 3.50% | Add +0.1% | 223,893 | $13.5M |
| Madrona Financial Services, LLC | 2.87% | Add +1.1% | 223,104 | $13.4M |
| Sylvest Advisors, LLC | 7.03% | Reduce -18.2% | 219,078 | $13.2M |
| Cora Capital Advisors LLC | 5.07% | Add +0.4% | 216,427 | $13.0M |
| Longview Financial Advisors, Inc. | 8.78% | Add +0.4% | 214,835 | $12.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.6% | 214,752 | $12.9M |
| Thrivent Financial for Lutherans | 0.02% | New | 212,241 | $12.8M |
| Benchmark Financial Wealth Advisors, LLC | 3.65% | Reduce -9.2% | 211,359 | $12.7M |
| WealthPlan Investment Management, LLC | 0.80% | Reduce -6.6% | 208,408 | $12.5M |
| Copley Financial Group, Inc. | 7.68% | Add +9.3% | 206,366 | $12.4M |
| GEN Financial Management, INC. | 7.71% | Add +1.9% | 202,860 | $12.3M |
| Csenge Advisory Group | 0.55% | Reduce -9.2% | 203,322 | $12.2M |
| Global Retirement Partners, LLC | 0.22% | Add +1.6% | 202,231 | $12.2M |
| Cozad Asset Management Inc. | 0.94% | Reduce -4.4% | 200,712 | $12.1M |
| Ballast, Inc. | 2.82% | Reduce -39.4% | 200,343 | $12.1M |
| Sanchez Wealth Management Group | 2.56% | Reduce -49.6% | 198,676 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.7% | 196,813 | $11.8M |
| XML Financial, LLC | 0.95% | Reduce -0.7% | 194,250 | $11.7M |
| Arkadios Wealth Advisors | 0.23% | Reduce -6.3% | 192,178 | $11.6M |
| Owen LaRue, LLC | 4.22% | Reduce -2.9% | 184,473 | $11.1M |
| Burns Matteson Capital Management, LLC | 4.41% | Reduce -3.7% | 182,595 | $11.0M |
| Fermata Advisors, LLC | 2.62% | Add +0.7% | 181,154 | $10.9M |
| Perennial Investment Advisors, LLC | 0.85% | Reduce -2.7% | 179,657 | $10.8M |
| Accordant Advisory Group Inc | 7.42% | Add +9.3% | 178,789 | $10.8M |
| Argo Wealth Advisory, LLC | 6.43% | — | 178,690 | $10.8M |
| Investment Advisory Services Inc. /TX | 3.35% | Reduce -3.7% | 178,166 | $10.7M |
| Moneco Advisors, LLC | 0.84% | Reduce -20.6% | 176,448 | $10.6M |
| Gotham Asset Management | 0.04% | Add +9.8% | 176,153 | $10.6M |
| Prospera Financial Services Inc | 0.17% | Reduce -47.2% | 174,506 | $10.5M |
| Tamar Securities, LLC | 1.10% | Add +6.6% | 172,194 | $10.4M |
| Strategic Blueprint, LLC | 0.60% | Add +10.1% | 168,897 | $10.2M |
| Lighthouse Wealth Management Inc. | 6.87% | Reduce -0.3% | 167,044 | $10.1M |
| Onyx Bridge Wealth Group LLC | 1.06% | Reduce -7.8% | 165,780 | $10.0M |
| PTM Wealth Management, LLC | 5.49% | Add +3.2% | 159,574 | $9.7M |
| Mainsail Financial Group, LLC | 4.03% | Add +8.0% | 160,926 | $9.7M |
| Mitchell McLeod Pugh & Williams Inc. | 1.38% | Reduce -3.1% | 151,347 | $9.7M |
| DAVENPORT & Co LLC | 0.05% | Reduce -7.6% | 160,404 | $9.7M |
| VestGen Advisors, LLC | 0.41% | Reduce -0.5% | 159,991 | $9.6M |
| Park Avenue Securities LLC | 0.08% | Add +4.1% | 156,784 | $9.4M |
| World Investment Advisors | 0.15% | Reduce -35.9% | 156,617 | $9.4M |
| BCS Wealth Management | 0.94% | Add +109.7% | 154,092 | $9.3M |
| Wood Tarver Financial Group, LLC | 2.57% | Add +2.9% | 152,262 | $9.2M |
| Merit Financial Group, LLC | 0.07% | Add +57.3% | 147,459 | $8.9M |
| Cary Street Partners Financial LLC | 0.22% | Reduce -21.5% | 146,634 | $8.8M |
| Ted Buchan & Co | 3.20% | Add +4.3% | 144,845 | $8.7M |
| Parcion Private Wealth LLC | 0.52% | Add +3.5% | 141,454 | $8.5M |
| Blair William & Co. | 0.02% | Reduce -5.7% | 139,499 | $8.4M |
| Kingsview Wealth Management, LLC | 0.12% | Add +48.1% | 138,555 | $8.3M |
| Guilbault Capital LLC | 9.26% | — | 137,524 | $8.3M |
| Cerity Partners LLC | 0.01% | Reduce -20.3% | 136,820 | $8.2M |
| Procyon Advisors, LLC | 0.40% | Reduce -6.8% | 133,991 | $8.1M |
| StoneX Group Inc. | 0.35% | Reduce -12.7% | 131,242 | $8.0M |
| Principal Securities, Inc. | 0.12% | Reduce -15.2% | 132,869 | $8.0M |
| Centaurus Financial, Inc. | 0.36% | Add +8.2% | 132,140 | $8.0M |
| Prota Financial, LLC | 5.62% | — | 129,731 | $7.8M |
| Endowment Wealth Management, Inc. | 3.56% | Add +69.6% | 128,893 | $7.8M |
| Calton & Associates, Inc. | 1.13% | Add +3.1% | 127,981 | $7.7M |
| IFP Advisors, Inc | 0.17% | Reduce -6.2% | 125,419 | $7.5M |
| Oxford Wealth Group, LLC | 3.67% | — | 125,341 | $7.5M |
| Stratos Wealth Advisors, LLC | 0.36% | Reduce -45.5% | 124,912 | $7.5M |
| Kraft, Davis & Associates, LLC | 1.64% | Add +3.0% | 118,412 | $7.3M |
| Clear Creek Financial Management, LLC | 0.59% | Reduce -7.6% | 120,682 | $7.3M |
| Chicago Partners Investment Group LLC | 0.18% | Reduce -6.0% | 115,661 | $7.2M |
| Beacon Investment Advisory Services, Inc. | 0.29% | Add +14.7% | 118,734 | $7.1M |
| Modus Advisors, LLC | 1.88% | Reduce -2.7% | 118,178 | $7.1M |
| Atlas Wealth LLC | 2.81% | Add +38.2% | 117,569 | $7.1M |
| Team Financial Group, LLC | 3.20% | Reduce -4.5% | 117,239 | $7.1M |
| Clarus Wealth Advisors | 2.92% | Add +0.2% | 113,903 | $7.0M |
| RVW Wealth, LLC | 0.54% | Reduce -2.7% | 116,516 | $7.0M |
| Summit Financial, LLC | 0.10% | Add +23.8% | 114,961 | $7.0M |
| Fearless Solutions, LLC dba Best Invest | 4.23% | Add +0.1% | 116,010 | $7.0M |
| Trustmark Bank Trust Department | 0.44% | Reduce -2.8% | 115,639 | $7.0M |
| Kovack Advisors, Inc. | 0.33% | Add +2951.7% | 114,865 | $6.9M |
| PFG Advisors | 0.33% | Reduce -53.3% | 114,564 | $6.9M |
| Moors & Cabot, Inc. | 0.29% | Reduce -1.7% | 112,583 | $6.8M |
| WealthPLAN Partners, LLC | 1.01% | Reduce -40.6% | 112,037 | $6.7M |
| Jefferies Financial Group Inc. | 0.06% | Add +4.8% | 111,529 | $6.7M |
| American Financial & Tax Strategies Inc. | 3.34% | Add +2.6% | 111,507 | $6.7M |
| Retirement Planning Group, LLC | 0.22% | Reduce -3.4% | 110,954 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +1000.8% | 110,332 | $6.7M |
| Americana Partners, LLC | 0.18% | Add +0.9% | 109,266 | $6.6M |
| Fifth Third Bancorp | 0.02% | Reduce -13.4% | 109,184 | $6.6M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.34% | Add +0.8% | 108,208 | $6.5M |
| Benjamin Edwards Inc. | 0.07% | Add +2.2% | 107,252 | $6.5M |
| Prosperity Consulting Group, LLC | 0.29% | Reduce -14.0% | 106,751 | $6.4M |
| Tempo Wealth, LLC | 1.13% | — | 105,769 | $6.4M |
| Cathy Pareto & Associates, Inc. | 4.34% | Reduce -16.1% | 103,956 | $6.3M |
| Intrua Financial, LLC | 0.68% | Add +3.8% | 102,568 | $6.2M |
| SCS Capital Management LLC | 0.06% | Reduce -4.8% | 100,628 | $6.1M |
| Granby Capital Management, LLC | 3.21% | No change | 100,000 | $6.0M |
| Citadel Advisors | 0.00% | Reduce -6.4% | 99,654 | $6.0M |
| Tandem Investment Partners LLC | 4.94% | Reduce -0.3% | 97,394 | $5.9M |
| Anson Capital, Inc. | 4.23% | Reduce -7.4% | 96,571 | $5.8M |
| Fiduciary Alliance LLC | 0.38% | Add +21.7% | 96,188 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -41.8% | 95,707 | $5.8M |
| Unique Wealth, LLC | 0.80% | Reduce -9.3% | 94,796 | $5.7M |
| First Heartland Consultants, Inc. | 0.43% | Add +2.6% | 93,594 | $5.6M |
| Winter & Associates, Inc. | 5.20% | — | 93,452 | $5.6M |
| Waverly Advisors, LLC | 0.05% | Reduce -4.7% | 92,890 | $5.6M |
| Tableaux LLC | 3.85% | Reduce -56.6% | 78,069 | $5.4M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +12.5% | 89,534 | $5.4M |
| Aspire Capital Advisors LLC | 1.26% | Add +0.4% | 88,828 | $5.3M |
| Northbridge Financial Group, LLC | 2.40% | — | 88,785 | $5.3M |
| American Alpha Advisors, LLC | 3.37% | Add +192.9% | 88,718 | $5.3M |
| EPG Wealth Management LLC | 1.42% | Add +3.8% | 87,670 | $5.3M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -5.7% | 87,305 | $5.3M |
| Cerro Pacific Wealth Advisors LLC | 1.39% | Add +3.0% | 85,603 | $5.2M |
| Moneta Group Investment Advisors LLC | 0.04% | Reduce -1.3% | 84,887 | $5.1M |
| Fortune Financial Group, Inc. | 4.98% | — | 84,105 | $5.1M |
| CMC Financial Group | 8.95% | Reduce -39.8% | 83,395 | $5.0M |
| HighPoint Advisor Group LLC | 0.11% | New | 82,904 | $5.0M |
| Wedbush Securities Inc. | 0.14% | Add +7.3% | 81,427 | $4.9M |
| ODonnell Financial Services, LLC | 1.66% | Reduce -9.1% | 80,669 | $4.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.08% | Reduce -1.1% | 78,552 | $4.8M |
| Lunt Capital Management, Inc. | 1.78% | Add +1.2% | 79,182 | $4.8M |
| Gerber, LLC | 2.63% | Reduce -44.9% | 78,317 | $4.7M |
| USAdvisors Wealth Management, LLC | 1.55% | Add +3.4% | 78,213 | $4.7M |
| Cauble & Harre Wealth Management, Inc. | 3.93% | — | 77,072 | $4.7M |
| Bedel Financial Consulting, Inc. | 0.50% | Reduce -2.4% | 77,735 | $4.7M |
| Fagan Associates, Inc. | 0.61% | Reduce -6.3% | 76,356 | $4.6M |
| Allworth Financial LP | 0.02% | Reduce -10.6% | 76,329 | $4.6M |
| Symphony Financial Services, Inc. | 2.22% | Reduce -4.6% | 72,087 | $4.3M |
| Moneywise, Inc. | 1.79% | Reduce -22.0% | 71,514 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +11.5% | 71,329 | $4.3M |
| Financial Guidance Group, Inc. | 1.75% | Reduce -4.5% | 71,112 | $4.3M |
| Smith, Moore & Co. | 0.32% | Reduce -30.9% | 69,481 | $4.2M |
| Nwam LLC | 0.23% | Add +9.6% | 69,054 | $4.2M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -6.3% | 68,340 | $4.1M |
| Copia Wealth Management | 2.90% | Reduce -7.3% | 67,495 | $4.1M |
| Comerica Bank | 0.02% | Reduce -18.8% | 67,446 | $4.1M |
| Brown Advisory Inc. | 0.01% | Add +2.7% | 66,762 | $4.0M |
| Lodestone Wealth Management LLC | 1.63% | Reduce -1.0% | 66,318 | $4.0M |
| OakTrust Wealth Advisors, LLC | 3.67% | — | 66,140 | $4.0M |
| First PREMIER Bank | 0.90% | Reduce -12.0% | 65,412 | $3.9M |
| RiverTree Advisors, LLC | 2.50% | No change | 65,237 | $3.9M |
| Per Stirling Capital Management, LLC. | 0.44% | Reduce -1.1% | 64,657 | $3.9M |
| JBR Co Financial Management Inc | 1.63% | Reduce -10.9% | 64,568 | $3.9M |
| Cresset Asset Management, LLC | 0.02% | Add +1330.0% | 62,377 | $3.8M |
| LifeWealth Investments, LLC | 1.20% | Add +20.8% | 63,007 | $3.8M |
| Capital Analysts, LLC | 0.10% | Add +19.8% | 62,569 | $3.8M |
| Golden State Wealth Management, LLC | 0.39% | Reduce -5.2% | 61,819 | $3.7M |
| Atria Investments, Inc | 0.04% | Reduce -16.6% | 60,861 | $3.7M |
| Arq Wealth Advisors, LLC | 0.98% | Add +0.3% | 60,340 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.9% | 60,240 | $3.6M |
| Post Resch Tallon Group Inc. | 3.05% | Add +4.7% | 60,004 | $3.6M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Reduce -40.0% | 59,959 | $3.6M |
| Fairscale Capital, LLC | 2.34% | Reduce -7.7% | 57,985 | $3.5M |
| Proactive Wealth Strategies LLC | 1.40% | Add +3.1% | 58,556 | $3.5M |
| Medallion Wealth Advisors, LLC | 1.18% | Reduce -4.6% | 58,506 | $3.5M |
| Traphagen Investment Advisors LLC | 0.29% | Reduce -10.6% | 58,028 | $3.5M |
| Bullock Wealth Management Group | 1.71% | — | 57,921 | $3.5M |
| One Plus One Wealth Management, LLC | 1.58% | Add +4.3% | 57,096 | $3.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +52.6% | 56,860 | $3.4M |
| Titleist Asset Management, LLC | 0.27% | Add +120.6% | 56,266 | $3.4M |
| Fortis Capital Management LLC | 0.44% | Reduce -6.7% | 55,365 | $3.3M |
| Z3 Capital Partners, LLC | 0.79% | — | 54,316 | $3.3M |
| Brookstone Capital Management | 0.04% | Reduce -30.7% | 53,919 | $3.2M |
| Betterment LLC | 0.01% | Add +1.5% | 53,594 | $3.2M |
| Broadleaf Partners, LLC | 0.68% | New | 53,524 | $3.2M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +3.3% | 53,185 | $3.2M |
| Madison Park Capital Advisors, LLC | 2.58% | Add +1.5% | 52,817 | $3.2M |
| Pine Valley Investments Ltd Liability Co | 0.16% | Reduce -27.5% | 51,829 | $3.1M |
| TrueWealth Advisors, LLC | 0.81% | Add +4.4% | 51,823 | $3.1M |
| Valtinson Bruner Financial Planning LLC | 0.90% | Reduce -4.4% | 51,754 | $3.1M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 51,125 | $3.1M |
| Hudock, Inc. | 0.45% | Reduce -37.2% | 50,858 | $3.1M |
| Firestone Capital Management | 0.65% | Reduce -0.6% | 50,526 | $3.0M |
| Sandbox Financial Partners, LLC | 0.84% | Add +7.2% | 50,523 | $3.0M |
| Cassady Wealth & Retirement Planning, LLC | 1.97% | — | 50,107 | $3.0M |
| Echo Wealth Management, LLC | 1.74% | Reduce -62.2% | 49,469 | $3.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -8.3% | 49,463 | $3.0M |
| Western Wealth Management, LLC | 0.14% | Add +40.7% | 49,047 | $3.0M |
| Glen Eagle Advisors, LLC | 0.40% | Add +0.8% | 48,826 | $2.9M |
| IFG Advisory, LLC | 0.13% | Add +29.1% | 48,817 | $2.9M |
| Founders Financial Securities LLC | 0.17% | Reduce -22.7% | 48,450 | $2.9M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -9.8% | 47,747 | $2.9M |
| SFI Advisors, LLC | 1.84% | Reduce -6.5% | 47,651 | $2.9M |
| Fidelis Capital Partners, LLC | 0.21% | Reduce -49.1% | 46,974 | $2.8M |
| VVR Holdings LLC | 1.45% | — | 46,448 | $2.8M |
| Smith Thornton Advisors LLC | 1.39% | Add +3.8% | 45,445 | $2.7M |
| Petros Family Wealth, LLC | 1.82% | Add +4.9% | 45,390 | $2.7M |
| Breachway Investments LLC | 2.86% | — | 45,140 | $2.7M |
| Paragon Private Wealth Management, LLC | 0.83% | Add +4.7% | 44,875 | $2.7M |
| Capital Investment Advisory Services, LLC | 0.19% | Add +0.4% | 44,019 | $2.6M |
| Belpointe Asset Management LLC | 0.10% | Add +9.9% | 43,930 | $2.6M |
| Swisher Financial Concepts, Inc. | 1.49% | Reduce -5.5% | 43,581 | $2.6M |
| Ankerstar Wealth, LLC | 2.59% | — | 42,796 | $2.6M |
| Opinicus Capital, Inc. | 1.81% | Reduce -2.2% | 43,161 | $2.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +60.0% | 42,681 | $2.6M |
| Apollon Financial, LLC | 0.36% | Reduce -4.0% | 41,575 | $2.5M |
| Vavra Capital Management, LLC | 2.46% | — | 41,537 | $2.5M |
| WealthTrak Capital Management LLC | 1.79% | Add +2.4% | 41,488 | $2.5M |
| Penobscot Wealth Management | 0.76% | Add +0.3% | 40,634 | $2.4M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -31.7% | 40,464 | $2.4M |
| KMG Fiduciary Partners, LLC | 0.17% | Add +2.3% | 40,437 | $2.4M |
| PKS Advisory Services, LLC | 0.55% | Reduce -3.1% | 40,343 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +431.3% | 40,340 | $2.4M |
| Ellis Investment Partners, LLC | 0.42% | Reduce -0.8% | 40,295 | $2.4M |
| Atlantic Family Wealth, LLC | 1.80% | Reduce -13.8% | 39,504 | $2.4M |
| Fortis Advisors, LLC | 1.28% | Reduce -14.4% | 38,657 | $2.3M |
| International Assets Investment Management, LLC | 0.16% | Reduce -46.8% | 38,213 | $2.3M |
| Davis Investment Partners, LLC | 0.80% | New | 37,910 | $2.3M |
| Pasadena Private Wealth, LLC | 0.31% | Reduce -0.5% | 37,863 | $2.3M |
| High Net Worth Advisory Group LLC | 0.52% | Reduce -0.6% | 37,797 | $2.3M |
| NCM Capital Management, LLC | 0.84% | Reduce -0.7% | 37,784 | $2.3M |
| Flagship Harbor Advisors, LLC | 0.11% | Reduce -1.8% | 37,708 | $2.3M |
| QTR Family Wealth, LLC | 0.98% | Reduce -1.5% | 34,693 | $2.2M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -12.0% | 36,457 | $2.2M |
| BlueChip Wealth Advisors LLC | 0.93% | Add +54.2% | 36,754 | $2.2M |
| Centurion Wealth Management LLC | 0.49% | Add +54.0% | 36,703 | $2.2M |
| Creative Planning | 0.00% | Add +9.9% | 36,602 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +19.3% | 36,274 | $2.2M |
| McKinley Carter Wealth Services, Inc. | 0.12% | Reduce -2.5% | 36,219 | $2.2M |
| Atlas Wealth Partners, LLC | 2.39% | Reduce -2.8% | 35,918 | $2.2M |
| HB Wealth Management, LLC | 0.01% | Add +22.7% | 35,684 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -1.5% | 35,607 | $2.1M |
| Brio Consultants, LLC | 0.28% | Reduce -3.6% | 35,350 | $2.1M |
| Money Concepts Capital Corp. | 0.12% | Add +14.5% | 35,204 | $2.1M |
| Stillwater Wealth Management Group | 1.43% | Add +16.6% | 34,944 | $2.1M |
| Trademark Financial Management, LLC | 1.15% | Reduce -4.0% | 34,782 | $2.1M |
| GWN Securities Inc. | 0.42% | Add +28.0% | 34,668 | $2.1M |
| Savvy Advisors, Inc. | 0.07% | Reduce -3.5% | 34,426 | $2.1M |
| Annex Advisory Services, LLC | 0.04% | Reduce -18.3% | 34,270 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.21% | No change | 34,208 | $2.1M |
| Heritage Wealth Management, Inc. | 0.56% | Add +28.4% | 33,214 | $2.0M |
| Coquina Private Wealth LLC | 1.60% | — | 33,159 | $2.0M |
| ERn Financial, LLC | 0.37% | Reduce -2.8% | 32,936 | $2.0M |
| Diversified Trust Co. | 0.04% | Add +0.1% | 32,783 | $2.0M |
| Next Level Private LLC | 0.52% | No change | 32,666 | $2.0M |
| National Wealth Management Group, LLC | 0.68% | Reduce -61.9% | 32,620 | $2.0M |
| Venture Visionary Partners LLC | 0.06% | Reduce -6.1% | 32,492 | $2.0M |
| Two Sigma Securities, LLC | 0.26% | Add +3.3% | 31,865 | $1.9M |
| Stapp Wealth Management, PLLC | 2.47% | Add +0.9% | 31,837 | $1.9M |
| FMR LLC | 0.00% | Add +18.3% | 31,686 | $1.9M |
| Ofc Financial Planning, LLC | 1.81% | Add +4.6% | 31,609 | $1.9M |
| Paragon Advisors, LLC | 0.51% | Reduce -30.3% | 31,322 | $1.9M |
| Mayfair Advisory Group, LLC | 0.72% | Reduce -16.0% | 30,738 | $1.9M |
| Goldstein Advisors, LLC | 0.21% | Add +0.3% | 30,748 | $1.9M |
| Compass Ion Advisors, LLC | 0.18% | Reduce -3.6% | 30,722 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -19.2% | 30,245 | $1.8M |
| XTX Topco Ltd | 0.05% | Add +16.3% | 30,380 | $1.8M |
| PCG Wealth Advisors, LLC | 0.52% | Reduce -55.5% | 30,347 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -8.7% | 30,091 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | Add +6.6% | 29,996 | $1.8M |
| Smart Portfolios, LLC | 1.79% | Reduce -35.4% | 29,880 | $1.8M |
| IAM Advisory, LLC | 0.40% | Reduce -0.9% | 29,638 | $1.8M |
| Financial Management Network Inc. | 0.28% | Reduce -8.8% | 29,192 | $1.8M |
| Trilogy Capital Inc. | 0.08% | Reduce -7.8% | 29,283 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +1.1% | 28,743 | $1.7M |
| Private Trust Co. NA | 0.15% | Reduce -0.8% | 28,964 | $1.7M |
| Investment Partners Asset Management, Inc. | 1.07% | Add +5.7% | 28,449 | $1.7M |
| Strategic Equity Management | 0.58% | Reduce -9.6% | 28,282 | $1.7M |
| Pursuit Wealth Management LLC | 1.44% | — | 27,876 | $1.7M |
| Signature Equity Partners, LLC | 0.93% | — | 27,850 | $1.7M |
| HF Advisory Group, LLC | 0.58% | Add +2.1% | 27,755 | $1.7M |
| World Equity Group, Inc. | 0.46% | Add +2.8% | 27,596 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Add +6.4% | 27,169 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -17.1% | 27,368 | $1.6M |
| Oder Investment Management, LLC | 1.19% | Reduce -3.8% | 27,328 | $1.6M |
| Unified Investment Management | 1.66% | Reduce -0.1% | 27,230 | $1.6M |
| Keating Financial Advisory Services, Inc. | 0.22% | — | 27,164 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.18% | Add +16.2% | 26,890 | $1.6M |
| Dedeker Financial LLC | 1.43% | — | 26,473 | $1.6M |
| Tripletail Wealth Management, LLC | 1.99% | Reduce -7.3% | 26,109 | $1.6M |
| GK Wealth Management LLC | 1.15% | Reduce -7.6% | 26,080 | $1.6M |
| Main Street Financial Solutions, LLC | 0.12% | Reduce -64.5% | 25,636 | $1.5M |
| Diversify Advisory Services, LLC | 0.05% | Reduce -5.6% | 24,991 | $1.5M |
| Rovin Capital /Ut/ | 0.41% | Add +3.6% | 25,387 | $1.5M |
| Insight Wealth Partners, LLC | 0.63% | Reduce -2.0% | 25,342 | $1.5M |
| Whitaker-Myers Wealth Managers, LTD. | 0.31% | Reduce -23.8% | 25,069 | $1.5M |
| AlTi Global, Inc. | 0.03% | Reduce -26.3% | 24,609 | $1.5M |
| ORG Partners LLC | 0.26% | Reduce -2.9% | 24,505 | $1.5M |
| Compass Advisory Group LLC | 0.39% | No change | 23,986 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | New | 24,195 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.5% | 23,935 | $1.4M |
| Tower Research Capital LLC (TRC) | 0.03% | Reduce -70.6% | 23,795 | $1.4M |
| Verity Asset Management, Inc. | 0.61% | Add +4.8% | 23,739 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Reduce -51.6% | 23,595 | $1.4M |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -36.6% | 23,458 | $1.4M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -1.9% | 23,159 | $1.4M |
| Private Client Services, LLC | 0.44% | Reduce -50.6% | 23,284 | $1.4M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -66.6% | 23,209 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +46.4% | 22,920 | $1.4M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.41% | Reduce -17.0% | 22,702 | $1.4M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -6.3% | 22,568 | $1.4M |
| Global Financial Private Client, LLC | 0.47% | Reduce -1.3% | 22,524 | $1.4M |
| Laurel Oak Wealth Management, LLC | 0.23% | — | 22,444 | $1.4M |
| Trivium Point Advisory, LLC | 0.14% | Add +11.7% | 22,326 | $1.3M |
| Hazlett, Burt & Watson, Inc. | 0.43% | Add +1.2% | 22,171 | $1.3M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -1.8% | 22,220 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -16.8% | 21,996 | $1.3M |
| AQR Capital Management | 0.00% | Reduce -14.1% | 21,824 | $1.3M |
| Rothschild Investment LLC | 0.07% | Reduce -0.2% | 21,552 | $1.3M |
| Prudent Investors Network, Inc. | 0.30% | Reduce -92.8% | 21,522 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -30.1% | 21,382 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.15% | Add +2.5% | 21,351 | $1.3M |
| Wellspring Financial Advisors, LLC | 0.10% | New | 21,261 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -42.7% | 20,903 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 20,880 | $1.3M |
| Allie Family Office LLC | 0.58% | No change | 20,764 | $1.2M |
| Stonebridge Financial Group, LLC / MO | 1.08% | — | 20,747 | $1.2M |
| TruWealth Advisors, LLC | 0.06% | Reduce -12.7% | 20,712 | $1.2M |
| Silverlake Wealth Management LLC | 0.27% | Reduce -23.5% | 20,286 | $1.2M |
| Lake Street Private Wealth, LLC | 0.15% | Reduce -0.2% | 20,277 | $1.2M |
| Sonoma Allocations LLC | 0.40% | Add +10.8% | 19,468 | $1.2M |
| Legacy Capital Wealth Management, LLC | 0.73% | — | 20,139 | $1.2M |
| Powers Advisory Group, LLC | 0.44% | Add +1.8% | 19,401 | $1.2M |
| Vivid Wealth Management, LLC | 0.45% | Add +12.2% | 19,386 | $1.2M |
| BigSur Wealth Management LLC | 0.28% | No change | 19,155 | $1.2M |
| Vicus Capital | 0.09% | Reduce -0.2% | 19,177 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.2% | 19,050 | $1.1M |
| Empire Financial Management Company, LLC | 0.25% | Add +10.6% | 19,046 | $1.1M |
| Garden State Investment Advisory Services LLC | 0.27% | Reduce -11.2% | 18,794 | $1.1M |
| 49 Wealth Management, LLC | 0.09% | Reduce -9.9% | 18,849 | $1.1M |
| Integrity Alliance, Llc. | 0.04% | Add +61.1% | 18,270 | $1.1M |
| Romano Brothers and Company | 0.12% | Add +1.3% | 18,204 | $1.1M |
| Arwa LLC | 0.64% | — | 18,132 | $1.1M |
| Rubicon Advisors, GP | 1.03% | — | 18,022 | $1.1M |
| Monetary Solutions, Ltd | 1.06% | — | 17,889 | $1.1M |
| Nilsine Partners, LLC | 0.09% | Reduce -25.1% | 17,875 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.26% | Reduce -3.1% | 17,867 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Reduce -1.1% | 17,799 | $1.1M |
| Sun Financial Inc | 0.59% | — | 17,488 | $1.1M |
| Centric Wealth Management | 0.22% | Reduce -11.9% | 16,428 | $1.0M |
| Colonial River Investments, LLC | 0.37% | Add +13.2% | 17,029 | $1.0M |
| Flagship Capital Management Inc. | 0.72% | — | 16,875 | $1.0M |
| FWG Holdings, LLC | 0.38% | Reduce -17.7% | 16,277 | $1.0M |
| Cypress Wealth Services, LLC | 0.14% | Reduce -2.3% | 16,761 | $1.0M |
| Alchemi Wealth, LLC | 0.55% | — | 16,721 | $1.0M |
| IVC Wealth Advisors LLC | 0.43% | Reduce -10.8% | 16,605 | $999K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -2.2% | 16,469 | $991K |
| Columbia Advisory Partners LLC | 0.67% | Reduce -19.4% | 16,428 | $988K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -9.1% | 16,398 | $987K |
| Sovran Advisors, LLC | 0.08% | Reduce -20.7% | 15,831 | $986K |
| Tactive Advisors, LLC | 0.29% | Reduce -89.4% | 16,348 | $984K |
| AE Wealth Management LLC | 0.01% | Add +10.9% | 16,243 | $977K |
| Natixis Advisors, LLC | 0.00% | Add +41.7% | 16,110 | $969K |
| Sound Income Strategies, LLC | 0.05% | Add +967.5% | 15,660 | $966K |
| Encompass More Asset Management | 0.18% | Reduce -3.7% | 15,934 | $959K |
| Thompson David Blair | 0.55% | — | 15,912 | $957K |
| Flagstar Securities, Inc. | 0.32% | Reduce -1.9% | 15,738 | $957K |
| Key Client Fiduciary Advisors, LLC | 0.33% | Reduce -2.4% | 15,852 | $954K |
| Perryman Financial Advisory Inc. | 0.14% | — | 15,810 | $951K |
| Harbor Asset Planning, Inc. | 0.80% | Reduce -1.1% | 15,595 | $938K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -53.9% | 15,556 | $936K |
| Braeburn Wealth Management LLC | 0.48% | — | 15,509 | $933K |
| Ritter Daniher Financial Advisory LLC / DE | 0.16% | Reduce -22.0% | 15,427 | $928K |
| Cooper Financial Group | 0.10% | Reduce -36.7% | 15,402 | $927K |
| Revisor Wealth Management LLC | 0.25% | Add +103.5% | 15,149 | $926K |
| Barnes Pettey Financial Advisors, LLC | 0.45% | Reduce -3.4% | 15,172 | $913K |
| Beam Wealth Advisors, Inc. | 0.25% | Reduce -3.5% | 15,129 | $910K |
| Scarborough Advisors, LLC | 0.15% | Reduce -7.0% | 14,593 | $878K |
| Barrett & Company, Inc. | 0.29% | Reduce -6.5% | 14,297 | $860K |
| Northern Trust Corp. | 0.00% | Add +27.7% | 14,246 | $857K |
| SlateStone Wealth, LLC | 0.07% | Reduce -6.1% | 14,240 | $857K |
| Sageworth Trust Co | 0.04% | No change | 14,190 | $854K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -61.4% | 14,124 | $850K |
| BankPlus Trust Department | 0.22% | Reduce -4.1% | 13,917 | $837K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | Add +2.4% | 13,847 | $833K |
| Kraematon Investment Advisors, Inc. | 0.66% | No change | 13,816 | $831K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -17.4% | 13,798 | $830K |
| Hicks Capital Management LLC | 0.83% | Reduce -0.0% | 13,720 | $826K |
| Vertex Planning Partners, LLC | 0.19% | Reduce -0.2% | 13,567 | $816K |
| Commonwealth Financial Services, LLC | 0.13% | Reduce -5.3% | 13,228 | $796K |
| Brookwood Investment Group LLC | 0.10% | Add +8.6% | 13,148 | $791K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.3% | 13,083 | $787K |
| Long Island Wealth Management, Inc. | 0.37% | Add +2.4% | 13,028 | $784K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -10.0% | 12,934 | $778K |
| KOM Wealth Management Group, LLC | 0.55% | Add +9.0% | 12,922 | $778K |
| Quantinno Capital Management LP | 0.00% | New | 12,909 | $777K |
| Balentine LLC | 0.03% | No change | 12,908 | $777K |
| Guardian Asset Advisors, LLC | 0.40% | Reduce -4.8% | 12,782 | $769K |
| Claro Advisors Inc. | 0.10% | Reduce -1.4% | 12,743 | $767K |
| Ancora Advisors LLC | 0.02% | Reduce -28.7% | 12,532 | $754K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +14.9% | 12,396 | $754K |
| Autumn Glory Partners, LLC | 0.26% | Reduce -1.6% | 12,414 | $747K |
| BlueStem Wealth Partners, LLC | 0.08% | Add +21.1% | 12,410 | $747K |
| TCFG Wealth Management, LLC | 0.29% | Reduce -8.2% | 12,215 | $746K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +14.9% | 12,396 | $746K |
| Lewis Asset Management, LLC | 0.30% | Add +9.9% | 12,388 | $745K |
| Millstone Evans Group, LLC | 0.43% | Reduce -1.9% | 12,189 | $733K |
| Circle Wealth Management, LLC | 0.01% | No change | 11,967 | $720K |
| OxenFree Capital LLC | 0.38% | Add +17.6% | 11,945 | $719K |
| Perissos Private Wealth Management, LLC | 0.61% | Reduce -62.1% | 11,833 | $712K |
| Sierra Capital LLC | 0.07% | Add +1.1% | 11,785 | $709K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -18.9% | 11,775 | $708K |
| MFA Wealth Services | 0.48% | Reduce -6.9% | 11,742 | $707K |
| Ocean Park Asset Management, LLC | 0.03% | Reduce -3.9% | 11,681 | $703K |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.9% | 11,681 | $703K |
| Gateway Wealth Partners, LLC | 0.08% | Add +13.8% | 11,582 | $697K |
| Cornerstone Planning Group LLC | 0.11% | Add +15542.3% | 11,106 | $690K |
| RPS Advisory Solutions LLC | 0.32% | Reduce -34.6% | 11,435 | $688K |
| Fsa Wealth Partners, Inc. | 0.25% | New | 11,425 | $687K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -10.6% | 11,422 | $687K |
| Mma Asset Management LLC | 0.24% | Reduce -33.8% | 11,377 | $685K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Reduce -18.2% | 11,373 | $684K |
| Liberty Wealth Management LLC | 0.09% | Reduce -13.8% | 11,354 | $683K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +0.3% | 11,340 | $682K |
| Cairn Investment Group, Inc. | 0.32% | Add +9.0% | 11,340 | $682K |
| Ballast Rock Private Wealth LLC | 0.43% | — | 11,210 | $681K |
| Channel Wealth LLC | 0.17% | Reduce -2.7% | 11,270 | $678K |
| Berger Financial Group, Inc | 0.04% | Add +2.8% | 11,220 | $675K |
| MWA Asset Management | 0.37% | Reduce -0.7% | 11,117 | $669K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -4.6% | 11,061 | $666K |
| Centerpoint Advisory Group | 0.51% | Reduce -6.4% | 11,043 | $664K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -23.2% | 10,948 | $659K |
| Bank of Montreal | 0.00% | Add +26.4% | 10,822 | $651K |
| 5T Wealth, LLC | 0.26% | Reduce -27.5% | 10,692 | $643K |
| ProVise Management Group, LLC | 0.05% | Add +0.7% | 10,620 | $639K |
| TAGStone Capital, Inc. | 0.24% | Add +0.3% | 10,454 | $635K |
| Chicago Wealth Management, Inc. | 0.26% | Add +63.8% | 10,545 | $635K |
| Hofer & Associates. Inc | 0.33% | Add +1.7% | 10,474 | $630K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -3.8% | 10,434 | $628K |
| Novem Group | 0.07% | Reduce -5.4% | 10,427 | $627K |
| Intrepid Financial Planning Group LLC | 0.24% | Reduce -0.6% | 10,336 | $622K |
| WCG Wealth Advisors LLC | 0.02% | New | 10,335 | $622K |
| Keystone Financial Group | 0.05% | Add +30.1% | 10,328 | $621K |
| Vista Investment Partners LLC | 0.16% | Reduce -0.7% | 10,309 | $620K |
| PFG Investments, LLC | 0.03% | Reduce -8.0% | 10,305 | $620K |
| Lanark Financial, Inc. | 0.05% | Reduce -2.3% | 10,178 | $612K |
| Flow Traders U.S. LLC | 0.02% | Reduce -89.8% | 10,122 | $609K |
| Midland Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 10,045 | $604K |
| Madison Wealth Partners, Inc | 0.11% | New | 10,036 | $604K |
| Bleakley Financial Group, LLC | 0.01% | New | 10,036 | $604K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 10,024 | $603K |
| Avaii Wealth Management, LLC | 0.22% | Reduce -5.4% | 10,022 | $603K |
| Wetzel Investment Advisors, Inc. | 0.24% | Add +25.3% | 9,900 | $602K |
| Prelude Capital Management, LLC | 0.04% | No change | 10,000 | $602K |
| First Trust Advisors LP | 0.00% | Add +108.5% | 9,984 | $601K |
| Oregon Pacific Wealth Management, LLC | 0.62% | Reduce -70.3% | 9,967 | $600K |
| Lionsbridge Wealth Management LLC | 0.60% | Reduce -0.2% | 9,870 | $594K |
| Wealthspire Advisors, LLC | 0.00% | Add +98.3% | 9,855 | $593K |
| Gaddis Premier Wealth Advisors LLC | 0.45% | — | 9,842 | $592K |
| Bravias Capital Group, LLC | 0.36% | Reduce -0.5% | 9,790 | $589K |
| Balefire, LLC | 0.11% | Reduce -2.0% | 9,699 | $584K |
| Inspire Advisors, LLC | 0.05% | Reduce -1.0% | 9,679 | $582K |
| Capital Advisory Group Advisory Services, LLC | 0.17% | Reduce -3.2% | 9,613 | $578K |
| Equity Wealth Partners, LLC | 0.37% | Reduce -39.9% | 9,573 | $576K |
| BKM Wealth Management, LLC | 0.21% | Add +0.9% | 9,533 | $574K |
| Hilltop Holdings Inc. | 0.03% | Reduce -6.7% | 9,528 | $573K |
| Next Level Wealth Planning, LLC | 0.30% | Reduce -1.4% | 9,520 | $573K |
| Coordinated Financial Services, Inc. | 0.33% | Reduce -3.6% | 9,418 | $567K |
| Windsor Advisory Group, LLC | 0.50% | Reduce -70.5% | 9,388 | $565K |
| FWL Investment Management, LLC | 0.14% | Add +24.5% | 9,376 | $564K |
| Magnolia Capital Advisors LLC | 0.12% | Add +4.6% | 9,357 | $563K |
| Roman Butler Fullerton & Co. | 0.15% | Add +7.0% | 9,056 | $562K |
| West Michigan Advisors, LLC | 0.13% | Reduce -0.1% | 9,229 | $561K |
| BNB Wealth Management, LLC | 0.36% | — | 9,232 | $555K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.7% | 9,210 | $554K |
| Savant Capital, LLC | 0.00% | Add +35.2% | 9,196 | $553K |
| GTS Securities LLC | 0.02% | Reduce -81.0% | 9,188 | $553K |
| Ranch Capital Advisors Inc. | 0.20% | Reduce -0.4% | 9,106 | $553K |
| Capstone Wealth Management Group LLC | 0.33% | Reduce -17.3% | 9,100 | $548K |
| Diligent Investors, LLC | 0.13% | No change | 9,025 | $543K |
| GSG Advisors LLC | 0.14% | No change | 9,002 | $542K |
| GM Advisory Group, LLC | 0.02% | New | 8,999 | $541K |
| WealthCare Investment Partners, LLC | 0.16% | No change | 8,918 | $539K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.9% | 8,957 | $539K |
| Front Row Advisors LLC | 0.18% | Add +0.8% | 8,858 | $538K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -11.1% | 8,939 | $538K |
| Bey-Douglas LLC | 0.42% | Reduce -3.5% | 8,785 | $529K |
| Stephens Inc. | 0.01% | Reduce -2.2% | 8,731 | $525K |
| Tranquility Partners, LLC | 0.19% | Reduce -1.4% | 8,668 | $522K |
| Dakota Wealth Management | 0.01% | New | 8,664 | $521K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -14.3% | 8,653 | $521K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -2.6% | 8,627 | $519K |
| Grant Street Asset Management, Inc. | 0.10% | Reduce -30.0% | 8,599 | $517K |
| Arax Advisory Partners | 0.01% | New | 8,463 | $509K |
| Uptick Partners, LLC | 0.11% | Reduce -14.7% | 8,373 | $504K |
| Jacksonville Wealth Management, LLC | 0.36% | No change | 8,372 | $504K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -8.3% | 8,352 | $503K |
| Provident Living Financial Services, Inc. | 0.49% | — | 8,283 | $498K |
| Welch Financial Planning, LLC | 0.36% | — | 8,129 | $489K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.6% | 8,018 | $482K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -19.4% | 8,006 | $482K |
| Cypress Capital Group | 0.05% | New | 8,000 | $481K |
| Jacobi Capital Management LLC | 0.03% | No change | 7,995 | $481K |
| HRT Financial LP | 0.00% | Reduce -44.4% | 7,953 | $478K |
| BankPlus Wealth Management LLC | 0.26% | No change | 7,937 | $478K |
| Summit Asset Management, LLC | 0.07% | Add +9.5% | 7,935 | $477K |
| Strategic Financial Concepts, LLC | 0.43% | Add +70.9% | 7,901 | $475K |
| Tortuga Wealth Management, Inc | 0.50% | — | 7,891 | $475K |
| Hilton Head Capital Partners, LLC | 0.28% | — | 7,877 | $474K |
| NTV Asset Management LLC | 0.05% | Reduce -8.7% | 7,875 | $474K |
| Fiducient Advisors LLC | 0.06% | No change | 7,770 | $472K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 7,837 | $472K |
| Adapt Wealth Advisors, LLC | 0.16% | Reduce -40.0% | 7,774 | $468K |
| Maridea Wealth Management LLC | 0.07% | Add +1.0% | 7,752 | $466K |
| Odyssey Capital Advisors, Inc. | 0.41% | — | 7,748 | $466K |
| Soundwatch Capital LLC | 0.07% | Add +58.8% | 7,686 | $462K |
| Spire Wealth Management | 0.02% | Add +11.9% | 7,662 | $461K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +70.1% | 7,552 | $454K |
| Avantra Family Wealth, Inc. | 0.33% | Add +1.0% | 7,500 | $451K |
| Prepared Retirement Institute LLC | 0.23% | No change | 7,429 | $447K |
| Ameriflex Group, Inc. | 0.23% | Add +15.8% | 7,420 | $446K |
| M3 Advisory Group, LLC | 0.27% | Add +3.3% | 7,235 | $435K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -3.1% | 6,920 | $429K |
| Northwest Wealth Advisors, LLC | 0.33% | — | 7,109 | $428K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 7,086 | $426K |
| Continuum Advisory, LLC | 0.04% | Add +0.8% | 7,030 | $423K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 7,019 | $422K |
| RTD Financial Advisors, Inc. | 0.05% | No change | 7,000 | $421K |
| Advisor Resource Council | 0.15% | Reduce -5.4% | 6,970 | $419K |
| SOL Capital Management CO | 0.04% | No change | 6,895 | $415K |
| Atlas Private Wealth Advisors | 0.10% | Reduce -9.2% | 6,803 | $409K |
| Choreo, LLC | 0.01% | Reduce -54.3% | 6,746 | $409K |
| RFG Advisory, LLC | 0.01% | Reduce -61.2% | 6,792 | $409K |
| Bay Capital Advisors, LLC | 0.25% | Reduce -24.6% | 6,783 | $408K |
| Victory Financial Group, LLC | 0.05% | Reduce -0.4% | 6,667 | $401K |
| Caprock Group, LLC | 0.01% | No change | 6,550 | $398K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 6,502 | $395K |
| Sierra Summit Advisors LLC | 0.06% | New | 6,485 | $390K |
| ETF Store, Inc. | 0.39% | Add +2.2% | 6,302 | $379K |
| Saxon Interests, Inc. | 0.13% | Reduce -0.7% | 6,297 | $379K |
| Trust Point Inc. | 0.03% | No change | 6,284 | $378K |
| Capasso Planning Partners LLC | 0.21% | Reduce -36.2% | 6,273 | $377K |
| Forefront Wealth Partners, LLC | 0.18% | Add +66.1% | 6,271 | $377K |
| Range Advisory, LLC | 0.10% | — | 6,262 | $377K |
| L & S Advisors Inc | 0.04% | Add +2.8% | 6,110 | $368K |
| Oxler Private Wealth LLC | 0.11% | No change | 6,084 | $366K |
| Winebrenner Capital Management LLC | 0.24% | Reduce -6.6% | 6,057 | $364K |
| Socha Financial Group, LLC | 0.18% | Reduce -23.4% | 5,986 | $360K |
| Stewardship Advisors, LLC | 0.08% | Reduce -14.1% | 5,924 | $356K |
| Richardson Capital Management LLC | 0.18% | Add +1.3% | 5,910 | $356K |
| McAlister, Sweet & Associates, Inc. | 0.27% | No change | 5,908 | $355K |
| Rothschild Capital Partners, LLC | 0.08% | Add +15.8% | 5,817 | $350K |
| Keybank National Association | 0.00% | Add +36.3% | 5,814 | $350K |
| Regimen Wealth, LLC | 0.10% | Reduce -0.2% | 5,748 | $346K |
| North Capital, Inc. | 0.30% | Add +4.9% | 5,725 | $344K |
| E-Wealth Partners, LLC | 0.29% | — | 5,705 | $343K |
| Modera Wealth Management, LLC | 0.00% | Reduce -0.0% | 5,651 | $340K |
| Mission Wealth Management, LP | 0.01% | Reduce -43.0% | 5,629 | $339K |
| MSH Capital Advisors LLC | 0.07% | Add +56.3% | 5,629 | $339K |
| Carrera Capital Advisors | 0.06% | New | 5,569 | $339K |
| True North Advisors, LLC | 0.04% | Add +10.1% | 5,578 | $336K |
| Ascentis Independent Advisors | 0.05% | New | 5,476 | $329K |
| HMV Wealth Advisors, LLC | 0.16% | No change | 5,373 | $323K |
| IMG Wealth Management, Inc. | 0.20% | No change | 5,345 | $322K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -4.1% | 5,311 | $320K |
| Plotkin Financial Advisors, LLC | 0.16% | Reduce -6.4% | 5,294 | $319K |
| Weaver Consulting Group | 0.08% | Reduce -5.3% | 5,268 | $317K |
| HCR Wealth Advisors | 0.03% | Add +1.9% | 5,256 | $316K |
| Bokf, NA | 0.00% | No change | 5,212 | $314K |
| CRA Financial Services, LLC | 0.04% | Reduce -3.7% | 5,200 | $313K |
| Garde Capital, Inc. | 0.02% | Reduce -6.6% | 5,178 | $312K |
| HUB Investment Partners, LLC | 0.01% | Reduce -96.5% | 5,173 | $311K |
| Stegent Equity Advisors, Inc. | 0.24% | Reduce -87.3% | 5,127 | $308K |
| Atticus Wealth Management, LLC | 0.08% | Reduce -52.0% | 5,125 | $308K |
| Nova Wealth Management, Inc. | 0.21% | Reduce -9.8% | 5,071 | $305K |
| Nautilus Advisors LLC | 0.20% | Reduce -2.0% | 5,069 | $305K |
| Ethos Financial Group, LLC | 0.02% | No change | 5,067 | $305K |
| Wealth Management Associates, Inc. | 0.10% | Reduce -10.2% | 4,970 | $299K |
| Advyzon Investment Management, LLC | 0.03% | New | 4,953 | $298K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -1.2% | 4,938 | $297K |
| Lavaca Capital LLC | 0.05% | New | 4,936 | $297K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +1.8% | 4,923 | $296K |
| Assetmark, Inc. | 0.00% | Add +42.2% | 4,913 | $296K |
| Verdence Capital Advisors LLC | 0.02% | No change | 4,901 | $295K |
| M.E. Allison & Co., Inc. | 0.20% | No change | 4,885 | $294K |
| NewEdge Wealth, LLC | 0.00% | Reduce -29.3% | 4,837 | $291K |
| SpringVest Wealth Management LLC | 0.20% | No change | 4,767 | $287K |
| Chancellor Financial Group WB LP | 0.20% | Add +17.5% | 4,760 | $286K |
| Cornerstone Advisory, LLC | 0.03% | Reduce -57.1% | 4,740 | $285K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -10.3% | 4,669 | $283K |
| Ceera Investments, LLC | 0.11% | No change | 4,695 | $282K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 4,654 | $280K |
| Pinnacle Associates Ltd. | 0.00% | New | 4,654 | $280K |
| Optima Capital LLC | 0.12% | Reduce -6.5% | 4,607 | $280K |
| Independence Wealth Advisors, LLC | 0.16% | — | 4,637 | $279K |
| Sankala Group LLC | 0.22% | — | 4,284 | $278K |
| Retirement Planning Group, LLC / NY | 0.19% | Add +7.8% | 4,572 | $278K |
| Secure Asset Management, LLC | 0.04% | Reduce -36.1% | 4,584 | $276K |
| Institute for Wealth Management, LLC. | 0.03% | New | 4,567 | $275K |
| Xcelsior Advisor Partners LLC | 0.13% | — | 4,543 | $273K |
| WoodTrust Financial Corp | 0.03% | No change | 4,500 | $271K |
| Trexquant Investment LP | 0.00% | Reduce -13.5% | 4,470 | $269K |
| Composition Wealth, LLC | 0.00% | No change | 4,457 | $268K |
| Silver Grove Financial Group, Inc. | 0.23% | New | 4,350 | $262K |
| Redhawk Wealth Advisors, Inc. | 0.03% | No change | 4,316 | $260K |
| BIP Wealth, LLC | 0.01% | New | 4,252 | $256K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -6.8% | 4,209 | $253K |
| Aurora Private Wealth, Inc. | 0.17% | — | 4,201 | $253K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -22.4% | 4,168 | $251K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -36.9% | 4,058 | $248K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Reduce -8.8% | 3,885 | $248K |
| KPP Advisory Services LLC | 0.04% | Reduce -7.5% | 4,104 | $247K |
| Stark Wealth Management LLC | 0.92% | Reduce -5.6% | 4,088 | $246K |
| Novak & Powell Financial Services, Inc. | 0.13% | No change | 4,079 | $245K |
| Red Reef Advisors LLC | 0.25% | — | 4,058 | $244K |
| Fiduciary Financial Group, LLC | 0.03% | New | 4,053 | $244K |
| Saxony Capital Management, LLC | 0.15% | Reduce -1.1% | 4,039 | $243K |
| Delta Investment Management, LLC | 0.04% | Reduce -34.7% | 4,008 | $241K |
| Instrumental Wealth, LLC | 0.14% | Reduce -97.0% | 3,627 | $234K |
| Kennedy Investment Group, Inc. | 0.09% | No change | 3,858 | $232K |
| Accel Wealth Management | 0.06% | Add +10.3% | 3,844 | $231K |
| WESPAC Advisors SoCal, LLC | 0.05% | Add +1.3% | 3,823 | $230K |
| ProCore Advisors, LLC | 0.23% | — | 3,789 | $228K |
| Pacific Sun Financial Corp | 0.11% | Add +5.6% | 3,744 | $227K |
| Simon Quick Advisors, LLC | 0.01% | New | 3,736 | $225K |
| Benson Wealth Management INC | 0.25% | — | 3,735 | $225K |
| Wbi Investments, LLC | 0.06% | Reduce -5.8% | 3,694 | $222K |
| Headlands Technologies LLC | 0.02% | No change | 3,651 | $220K |
| Chapin Davis, Inc. | 0.05% | No change | 3,650 | $220K |
| Marshall & Sterling Wealth Advisors Inc. | 0.14% | Reduce -31.6% | 3,606 | $217K |
| Certuity, LLC | 0.01% | No change | 3,593 | $216K |
| Bluedoor Private Wealth, LLC | 0.10% | — | 3,585 | $216K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -3.6% | 3,536 | $215K |
| KCM Investment Advisors LLC | 0.01% | New | 3,566 | $215K |
| Argent Trust Co | 0.01% | Reduce -4.6% | 3,541 | $213K |
| Beacon Bridge Wealth Partners, LLC | 0.07% | New | 3,530 | $212K |
| First Western Trust Bank | 0.01% | New | 3,510 | $211K |
| Integrated Advisors Network LLC | 0.01% | Reduce -46.6% | 3,495 | $210K |
| Ruggaard & Associates LLC | 0.08% | New | 3,470 | $209K |
| Facet Wealth, Inc. | 0.00% | New | 3,319 | $206K |
| Florida Financial Advisors, LLC | 0.06% | Reduce -5.6% | 3,423 | $206K |
| Garton & Associates Financial Advisors LLC | 0.12% | — | 3,362 | $202K |
| Spectrum Strategic Capital Management, LLC | 0.11% | Reduce -96.7% | 3,352 | $202K |
| Realta Investment Advisors | 0.07% | Reduce -3.7% | 3,344 | $201K |
| Whittier Trust Co. | 0.00% | No change | 3,242 | $200K |
| 1 North Wealth Services LLC | 0.07% | Add +20.3% | 3,302 | $199K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.4% | 3,259 | $196K |
| Flagship Wealth Advisors, LLC | 0.06% | No change | 3,250 | $196K |
| CoreCap Advisors, LLC | 0.01% | Add +12.4% | 3,249 | $196K |
| YANKCOM Partnership | 0.08% | New | 2,993 | $180K |
| Murphy & Mullick Capital Management Corp | 0.13% | Reduce -6.3% | 2,992 | $180K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 2,893 | $174K |
| S.A. Mason LLC | 0.06% | Add +3.6% | 2,695 | $162K |
| McIlrath & Eck, LLC | 0.01% | Add +47.1% | 2,591 | $156K |
| WFA of San Diego, LLC | 0.11% | No change | 2,544 | $153K |
| Legacy Wealth Managment, LLC | 0.07% | Reduce -0.1% | 2,402 | $145K |
| Asset Dedication, LLC | 0.01% | No change | 2,125 | $128K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 2,111 | $127K |
| Triumph Capital Management | 0.03% | Reduce -74.3% | 2,032 | $122K |
| LRI Investments, LLC | 0.01% | Add +5.9% | 1,984 | $119K |
| DHJJ Financial Advisors, Ltd. | 0.04% | No change | 1,968 | $118K |
| KERR FINANCIAL PLANNING Corp | 0.16% | Reduce -9.3% | 1,865 | $117K |
| Turning Point Benefit Group, Inc. | 0.06% | Reduce -11.3% | 1,919 | $115K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +53.6% | 1,790 | $108K |
| Salomon & Ludwin, LLC | 0.01% | Add +965.4% | 1,726 | $105K |
| Bare Financial Services, Inc | 0.03% | No change | 1,736 | $104K |
| Blue Trust, Inc. | 0.00% | No change | 1,719 | $103K |
| Orion Capital Management LLC | 0.03% | No change | 1,700 | $102K |
| TD Capital Management LLC | 0.01% | No change | 1,685 | $101K |
| SageView Advisory Group, LLC | 0.00% | New | 1,605 | $97K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,585 | $95K |
| Caldwell Sutter Capital, Inc. | 0.04% | Add +3.3% | 1,572 | $95K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $94K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,551 | $93K |
| Crewe Advisors LLC | 0.01% | No change | 1,514 | $91K |
| Coastline Trust Co | 0.01% | Reduce -13.2% | 1,351 | $81K |
| High Note Wealth, LLC | 0.02% | New | 1,317 | $79K |
| Arlington Trust Co LLC | 0.01% | Reduce -10.5% | 1,280 | $77K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,280 | $77K |
| McGuire Capital Advisors Inc. | 0.05% | — | 1,206 | $73K |
| Hilltop National Bank | 0.02% | No change | 1,100 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +764.6% | 1,098 | $66K |
| CENTRAL TRUST Co | 0.00% | Reduce -20.5% | 1,067 | $64K |
| Bell Investment Advisors, Inc | 0.01% | Reduce -1.9% | 1,055 | $63K |
| SRH Advisors, LLC | 0.02% | No change | 1,040 | $63K |
| Tucker Asset Management LLC | 0.02% | New | 1,026 | $62K |
| Comprehensive Financial Planning, Inc. | 0.04% | Reduce -0.1% | 1,022 | $62K |
| Trust Co. of Vermont | 0.00% | New | 1,000 | $60K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -36.3% | 964 | $58K |
| MidFirst Bank | 0.00% | — | 939 | $57K |
| Crews Bank & Trust | 0.01% | No change | 926 | $56K |
| Montag A & Associates Inc. | 0.00% | New | 890 | $54K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 889 | $53K |
| NFSG Corp | 0.01% | Add +24.6% | 880 | $53K |
| Missouri Trust & Investment Co | 0.02% | No change | 861 | $52K |
| Smartleaf Asset Management LLC | 0.00% | Add +20.0% | 738 | $45K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 714 | $43K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 706 | $42K |
| 2UniFi Bank | 0.02% | No change | 650 | $39K |
| Tidemark, LLC | 0.01% | No change | 633 | $38K |
| Bogart Wealth, LLC | 0.00% | No change | 611 | $37K |
| First Horizon Corp. | 0.00% | Add +337.0% | 603 | $36K |
| Bessemer Group Inc. | 0.00% | New | 600 | $36K |
| GAMMA Investing LLC | 0.00% | No change | 585 | $35K |
| Register Financial Advisors LLC | 0.01% | No change | 575 | $35K |
| Simplex Trading, LLC | 0.00% | Add +75.6% | 539 | $32K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 512 | $31K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 506 | $30K |
| Redwood Park Advisors LLC | 0.02% | No change | 500 | $30K |
| American Capital Advisory, LLC | 0.01% | No change | 500 | $30K |
| Franklin Resources Inc. | 0.00% | Reduce -26.4% | 500 | $30K |
| Colonial Trust Co / SC | 0.00% | Add +175.6% | 496 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | New | 485 | $29K |
| Costello Asset Management, INC | 0.01% | No change | 477 | $29K |
| Cape Investment Advisory, Inc. | 0.01% | New | 475 | $29K |
| Investors Research Corp | 0.01% | Reduce -63.8% | 475 | $29K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -96.8% | 451 | $27K |
| Field & Main Bank | 0.01% | New | 450 | $27K |
| Motiv8 Investments LLC | 0.01% | New | 430 | $26K |
| Hughes Financial Services, LLC | 0.00% | No change | 427 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 410 | $25K |
| Larson Financial Group LLC | 0.00% | Reduce -33.0% | 405 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -28.0% | 385 | $23K |
| Nvwm, LLC | 0.00% | No change | 359 | $22K |
| American National Bank & Trust | 0.00% | No change | 356 | $21K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $21K |
| DV Trading LLC | 0.00% | — | 350 | $21K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 340 | $20K |
| Dunhill Financial, LLC | 0.01% | No change | 300 | $18K |
| CX Institutional | 0.00% | New | 306 | $18K |
| Abound Wealth Management | 0.00% | No change | 295 | $18K |
| SHP Wealth Management | 0.00% | — | 281 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -1.4% | 275 | $17K |
| Caitlin John, LLC | 0.01% | No change | 271 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 255 | $16K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | — | 248 | $15K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 253 | $15K |
| Key Capital Management, INC | 0.01% | — | 252 | $15K |
| Compass Financial Services Inc | 0.01% | Reduce -46.0% | 250 | $15K |
| Nemes Rush Group LLC | 0.00% | No change | 240 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 222 | $13K |
| Hollencrest Capital Management | 0.00% | No change | 218 | $13K |
| MCF Advisors LLC | 0.00% | No change | 200 | $12K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -94.3% | 198 | $12K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -51.2% | 188 | $11K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -49.0% | 177 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 176 | $11K |
| Align Financial, LLC | 0.01% | — | 10,229 | $10K |
| National Bank of Canada | 0.00% | No change | 150 | $9K |
| Operose Advisors LLC | 0.00% | No change | 146 | $9K |
| Sachetta, LLC | 0.00% | Reduce -97.5% | 138 | $8K |
| Kingdom Financial Group LLC. | 0.00% | New | 133 | $8K |
| Pittenger & Anderson Inc. | 0.00% | New | 132 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 129 | $8K |
| IMA Advisory Services, Inc. | 0.00% | New | 125 | $8K |
| Anfield Capital Management, LLC | 0.00% | No change | 102 | $6K |
| Clark Wealth Partners | 0.00% | No change | 87 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 84 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -60.9% | 86 | $5K |
| Hantz Financial Services, Inc. | 0.00% | No change | 88 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 78 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 58 | $3K |
| Navalign, LLC | 0.00% | New | 50 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 47 | $3K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 35 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 30 | $2K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -99.7% | 23 | $1K |
| Go Invest LLC | 0.00% | — | 18 | $1K |
| Quattro Advisors LLC | 0.00% | — | 14 | $853 |
| Kelleher Financial Advisors | 0.00% | No change | 11 | $662 |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 10 | $602 |
| Trust Co | 0.00% | New | 10 | $602 |
| Dogwood Wealth Management LLC | 0.00% | New | 1 | $49 |
"% 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.