Pacer US Cash Cows 100 ETFCOWZETF
13F holders, Q1 2026 (March 31)883holders +35
84new positions
53sold out
5famous investors
$62.54avg. 13F price*
At the end of Q1 2026, 883 institutions reported holding Pacer US Cash Cows 100 ETF (COWZ) in their 13F filings, up 35 from Q4 2025. 84 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($2.3B), LPL Financial LLC ($1.2B) and Morgan Stanley ($915.7M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Pacer US Cash Cows 100 ETF
- Filed as
- PACER FDS TR (Q1 2026)
- CUSIP
- 69374H881
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $86.7M |
| Exits | 53 | $100.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,698,913 shares bought and 14,458,683 shares sold, net −7,759,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 883 holders
| Bank of America Corp. | 0.17% | Reduce -6.0% | 36,325,339 | $2.3B |
| LPL Financial LLC | 0.31% | Reduce -0.6% | 18,606,409 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -4.4% | 14,637,220 | $915.7M |
| Raymond James Financial Inc. | 0.16% | Reduce -7.6% | 8,171,215 | $511.2M |
| Northwestern Mutual Wealth Management Co. | 0.29% | Reduce -4.2% | 7,643,470 | $478.2M |
| Wells Fargo & Company | 0.08% | Reduce -7.2% | 6,513,020 | $407.5M |
| Cetera Investment Advisers | 0.37% | Reduce -2.5% | 5,612,900 | $351.1M |
| Envestnet Asset Management Inc. | 0.08% | Add +50.8% | 4,874,816 | $305.0M |
| UBS Group AG | 0.05% | Reduce -7.5% | 4,410,982 | $276.0M |
| Osaic Holdings, Inc. | 0.34% | Reduce -7.0% | 3,704,931 | $231.9M |
| Cambridge Investment Research Advisors, Inc. | 0.51% | Reduce -3.2% | 3,154,181 | $197.3M |
| Ameriprise Financial Inc. | 0.04% | Reduce -11.5% | 3,063,031 | $191.7M |
| Commonwealth Equity Services, LLC | 0.26% | Reduce -8.7% | 3,029,150 | $189.5M |
| Royal Bank of Canada | 0.03% | Reduce -21.7% | 2,147,267 | $134.3M |
| Jones Financial Companies LLLP | 0.05% | Add +13.8% | 1,850,770 | $114.2M |
| Sequoia Financial Advisors, LLC | 0.64% | Add +1.3% | 1,824,648 | $114.1M |
| Kestra Advisory Services, LLC | 0.41% | Add +5.1% | 1,729,166 | $108.2M |
| HighTower Advisors, LLC | 0.11% | Add +2.4% | 1,726,111 | $108.0M |
| Stifel Financial Corp. | 0.08% | Add +0.6% | 1,401,928 | $87.7M |
| MML Investors Services, LLC | 0.24% | Reduce -19.2% | 1,372,593 | $85.9M |
| Baird Financial Group, Inc. | 0.10% | Reduce -4.7% | 994,456 | $62.2M |
| Capital Asset Advisory Services LLC | 2.30% | Reduce -2.6% | 950,031 | $60.0M |
| Rockefeller Capital Management L.P. | 0.10% | Add +6.1% | 877,389 | $54.9M |
| Evensky & Katz LLC | 2.98% | Add +2.2% | 838,488 | $52.5M |
| Provident Wealth Management, LLC | 15.48% | Reduce -0.2% | 817,861 | $51.2M |
| Orion Porfolio Solutions, LLC | 0.42% | Reduce -0.9% | 795,303 | $49.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -43.9% | 785,815 | $49.1M |
| Janney Montgomery Scott LLC | 0.12% | Reduce -2.5% | 783,476 | $49.0M |
| Aprio Wealth Management, LLC | 2.45% | Add +1.9% | 717,184 | $44.9M |
| Truist Financial Corp. | 0.06% | Reduce 0.0% | 704,939 | $44.1M |
| D.A. Davidson & Co. | 0.26% | Add +0.3% | 678,870 | $42.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +201.7% | 647,872 | $40.5M |
| AlphaCore Capital LLC | 0.95% | Reduce -1.1% | 640,968 | $40.1M |
| Citigroup Inc. | 0.03% | Reduce -11.9% | 623,967 | $39.0M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +1.5% | 614,789 | $38.5M |
| Focus Partners Wealth | 0.04% | Reduce -5.1% | 601,979 | $37.8M |
| Wealthcare Advisory Partners LLC | 0.71% | Add +3.3% | 587,049 | $36.7M |
| Equitable Holdings, Inc. | 0.23% | Add +8.1% | 591,690 | $35.6M |
| Sfmg, LLC | 2.43% | Reduce -40.4% | 566,250 | $35.4M |
| United Capital Financial Advisors, LLC | 0.22% | Add +0.5% | 562,577 | $35.2M |
| Private Advisor Group, LLC | 0.16% | Reduce -1.7% | 546,695 | $34.2M |
| NewEdge Advisors, LLC | 0.12% | Add +5.2% | 533,809 | $33.4M |
| Clark Capital Management Group, Inc. | 0.20% | New | 518,889 | $32.5M |
| EverSource Wealth Advisors, LLC | 0.99% | Add +4.3% | 518,469 | $32.4M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +1.5% | 492,878 | $30.8M |
| Modern Wealth Management, LLC | 0.53% | Reduce -25.4% | 490,944 | $30.6M |
| Pinnacle Financial Partners, Inc. | 0.23% | Add +4.1% | 488,771 | $30.6M |
| Harbour Investments, Inc. | 0.47% | Add +25.4% | 486,043 | $30.4M |
| MAI Capital Management | 0.17% | Add +0.3% | 480,021 | $30.0M |
| Captrust Financial Advisors | 0.05% | Reduce -5.2% | 469,115 | $29.3M |
| Mariner, LLC | 0.03% | Reduce -24.6% | 454,459 | $28.4M |
| Certified Advisory Corp | 2.54% | Reduce -7.0% | 452,564 | $28.3M |
| Kestra Private Wealth Services, LLC | 0.35% | Reduce -10.7% | 449,759 | $28.1M |
| Paragon Capital Management Ltd | 5.59% | Add +0.1% | 423,940 | $26.5M |
| Wilmington Savings Fund Society, FSB | 0.62% | Reduce -11.8% | 412,637 | $25.8M |
| Presidio Capital Management, LLC | 7.50% | Add +2.5% | 412,612 | $25.8M |
| Foster Victor Wealth Advisors, LLC | 1.45% | Add +3.4% | 409,058 | $25.4M |
| Matauro, LLC | 3.64% | Add +7.9% | 402,836 | $25.2M |
| Wiser Wealth Management, Inc | 5.23% | Add +3.2% | 388,027 | $24.3M |
| Decker Wealth Management LLC | 5.22% | Reduce -4.8% | 367,352 | $23.0M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -59.2% | 366,642 | $22.9M |
| Ausdal Financial Partners, Inc. | 1.00% | Add +1.7% | 358,291 | $22.4M |
| Drucker Wealth 3.0, LLC | 3.91% | Reduce -0.3% | 358,283 | $22.4M |
| IHT Wealth Management, LLC | 0.51% | Reduce -1.2% | 353,082 | $22.1M |
| Independent Financial Group, LLC | 0.49% | Reduce -5.6% | 349,193 | $21.8M |
| Thoroughbred Financial Services, LLC | 1.25% | Reduce -0.5% | 333,726 | $20.9M |
| Cwm, LLC | 0.05% | Reduce -0.1% | 322,904 | $20.2M |
| J.W. Cole Advisors, Inc. | 0.67% | Reduce -8.7% | 318,908 | $20.0M |
| Wealth Group Ltd | 4.44% | Reduce -0.8% | 311,724 | $19.5M |
| Financial Security Advisor, Inc. | 3.50% | Add +22.1% | 304,835 | $19.1M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +10.2% | 303,295 | $19.0M |
| Oppenheimer & Co. Inc. | 0.23% | Add +1.5% | 300,345 | $18.8M |
| Sanctuary Advisors, LLC | 0.10% | Reduce -6.5% | 299,346 | $18.7M |
| Inlight Wealth Management, LLC | 6.65% | Add +11.4% | 286,992 | $18.0M |
| &partners | 0.09% | Reduce -26.4% | 284,856 | $17.8M |
| Pacer Advisors, Inc. | 0.05% | Reduce -1.9% | 282,298 | $17.7M |
| Principal Securities, Inc. | 0.26% | Add +112.4% | 282,202 | $17.7M |
| PSI Advisors, LLC | 4.22% | Add +2.6% | 278,817 | $17.4M |
| Clay Northam Wealth Management, LLC | 9.73% | Add +1.3% | 276,881 | $17.3M |
| HBW Advisory Services LLC | 1.77% | Reduce -14.9% | 267,761 | $16.8M |
| Intelligence Driven Advisers, LLC | 2.90% | Reduce -23.3% | 265,519 | $16.6M |
| GLR Partners, LLC | 9.01% | — | 264,069 | $16.5M |
| Stratos Wealth Partners, LTD. | 0.19% | Reduce -4.7% | 261,870 | $16.4M |
| Compound Planning, Inc. | 0.50% | Reduce -11.5% | 256,749 | $16.1M |
| Cyr Financial Inc. | 9.36% | Add +5.9% | 254,245 | $15.9M |
| Madrona Financial Services, LLC | 3.48% | Add +13.9% | 254,064 | $15.9M |
| Mgo One Seven LLC | 0.32% | Add +1.9% | 250,716 | $15.7M |
| Advisory Alpha, LLC | 0.43% | Add +2.2% | 250,349 | $15.7M |
| Creative Financial Designs Inc. | 0.95% | Add +3.1% | 249,465 | $15.6M |
| Geneos Wealth Management Inc. | 0.36% | Reduce -8.2% | 249,363 | $15.6M |
| Verus Capital Partners, LLC | 1.05% | Add +1.1% | 243,628 | $15.2M |
| Independent Advisor Alliance | 0.16% | New | 242,136 | $15.1M |
| Sigma Planning Corp | 0.41% | Reduce -5.7% | 236,308 | $14.8M |
| Plan Group Financial, LLC | 3.37% | Add +2.5% | 229,452 | $14.4M |
| Longview Financial Advisors, Inc. | 8.53% | Add +3.9% | 223,134 | $14.0M |
| Advisory Services Network, LLC | 0.19% | Reduce -1.3% | 222,835 | $13.9M |
| Sylvest Advisors, LLC | 7.34% | Add +0.8% | 220,764 | $13.8M |
| Stratos Wealth Advisors, LLC | 0.85% | Add +76.3% | 220,235 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +3.6% | 219,831 | $13.8M |
| Level Four Advisory Services, LLC | 0.45% | Reduce -7.9% | 218,891 | $13.7M |
| Copley Financial Group, Inc. | 8.11% | Add +4.2% | 214,943 | $13.4M |
| Financial Partners Group, Inc | 1.60% | Reduce -2.0% | 214,099 | $13.4M |
| Arkadios Wealth Advisors | 0.22% | Add +10.0% | 211,410 | $13.2M |
| Fifth Third Bancorp | 0.02% | Add +93.4% | 211,156 | $13.2M |
| Marble Wealth, LLC | 2.28% | Reduce -39.1% | 208,564 | $13.0M |
| Cozad Asset Management Inc. | 1.01% | Add +1.9% | 204,630 | $12.8M |
| Bryn Mawr Trust Advisors, LLC | 0.62% | Reduce -13.5% | 203,645 | $12.7M |
| XML Financial, LLC | 1.02% | Add +4.2% | 202,328 | $12.7M |
| Sanchez Wealth Management Group | 2.73% | Add +1.7% | 202,026 | $12.6M |
| GEN Financial Management, INC. | 7.79% | Reduce -0.8% | 201,184 | $12.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -50.0% | 200,005 | $12.5M |
| Ballast, Inc. | 2.88% | Reduce -0.8% | 198,841 | $12.4M |
| Benchmark Financial Wealth Advisors, LLC | 3.34% | Reduce -8.7% | 193,073 | $12.1M |
| Navigation Group, LLC | 2.78% | — | 190,159 | $11.9M |
| Csenge Advisory Group | 0.53% | Reduce -8.5% | 186,058 | $11.6M |
| Argo Wealth Advisory, LLC | 6.81% | Add +3.9% | 185,601 | $11.6M |
| Fermata Advisors, LLC | 2.61% | Add +2.3% | 185,303 | $11.6M |
| Tamar Securities, LLC | 1.24% | Add +7.0% | 184,342 | $11.5M |
| Owen LaRue, LLC | 4.40% | Reduce -0.8% | 183,087 | $11.5M |
| Perennial Investment Advisors, LLC | 0.91% | Add +1.6% | 182,459 | $11.4M |
| Gotham Asset Management | 0.03% | Add +2.9% | 181,313 | $11.3M |
| Prospera Financial Services Inc | 0.18% | Add +2.5% | 178,936 | $11.2M |
| Fortune Financial Group, Inc. | 9.93% | Add +109.6% | 176,278 | $11.0M |
| Burns Matteson Capital Management, LLC | 4.30% | Reduce -3.5% | 176,260 | $11.0M |
| Accordant Advisory Group Inc | 6.80% | Reduce -1.8% | 175,495 | $11.0M |
| Investment Advisory Services Inc. /TX | 3.45% | Reduce -2.8% | 173,191 | $10.8M |
| DAVENPORT & Co LLC | 0.06% | Add +6.5% | 170,822 | $10.7M |
| Park Avenue Securities LLC | 0.08% | Add +8.7% | 170,421 | $10.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.5% | 172,140 | $10.7M |
| Lighthouse Wealth Management Inc. | 7.15% | Add +0.7% | 168,264 | $10.5M |
| Strategic Blueprint, LLC | 0.61% | Reduce -1.0% | 167,155 | $10.5M |
| PTM Wealth Management, LLC | 5.44% | Add +2.9% | 164,135 | $10.3M |
| World Investment Advisors | 0.16% | Add +4.3% | 163,306 | $10.2M |
| Mainsail Financial Group, LLC | 4.24% | Add +1.1% | 162,760 | $10.2M |
| Wood Tarver Financial Group, LLC | 2.79% | Add +5.8% | 161,116 | $10.1M |
| HUB Investment Partners, LLC | 0.25% | Add +3012.0% | 160,984 | $10.1M |
| Altus Wealth Group LLC | 4.12% | Reduce -34.7% | 160,777 | $10.1M |
| Cora Capital Advisors LLC | 3.33% | Reduce -25.7% | 160,735 | $10.1M |
| Kingsview Wealth Management, LLC | 0.14% | Add +14.9% | 159,185 | $10.0M |
| Merit Financial Group, LLC | 0.07% | Add +5.5% | 155,595 | $9.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -43.8% | 154,127 | $9.6M |
| Mitchell McLeod Pugh & Williams Inc. | 1.40% | Reduce -0.1% | 151,159 | $9.5M |
| Onyx Bridge Wealth Group LLC | 0.99% | Reduce -11.1% | 147,347 | $9.2M |
| Parcion Private Wealth LLC | 0.57% | Add +4.2% | 147,321 | $9.2M |
| Blair William & Co. | 0.03% | Add +3.4% | 144,224 | $9.0M |
| Ted Buchan & Co | 3.27% | Reduce -0.7% | 143,904 | $9.0M |
| Benjamin Edwards Inc. | 0.09% | Add +31.5% | 140,990 | $8.8M |
| Guilbault Capital LLC | 9.59% | Add +1.7% | 139,857 | $8.7M |
| VestGen Advisors, LLC | 0.24% | Reduce -13.9% | 137,796 | $8.7M |
| Fiduciary Alliance LLC | 0.52% | Add +44.9% | 139,399 | $8.7M |
| Beacon Investment Advisory Services, Inc. | 0.36% | Add +16.1% | 137,899 | $8.6M |
| Endowment Wealth Management, Inc. | 3.77% | Add +5.6% | 136,155 | $8.5M |
| Moneco Advisors, LLC | 0.66% | Reduce -23.0% | 135,874 | $8.5M |
| Centaurus Financial, Inc. | 0.40% | Add +2.1% | 134,881 | $8.4M |
| Prota Financial, LLC | 6.10% | Add +3.8% | 134,617 | $8.4M |
| Procyon Advisors, LLC | 0.39% | Reduce -5.8% | 126,265 | $7.9M |
| Ethos Financial Group, LLC | 0.57% | Add +2366.3% | 124,969 | $7.8M |
| IFP Advisors, Inc | 0.16% | Reduce -4.1% | 120,320 | $7.5M |
| Retirement Planning Group, LLC | 0.23% | Add +7.5% | 119,239 | $7.5M |
| Clear Creek Financial Management, LLC | 0.57% | Reduce -1.5% | 118,848 | $7.4M |
| Oxford Wealth Group, LLC | 4.05% | Reduce -5.5% | 118,407 | $7.4M |
| Atlas Wealth LLC | 2.92% | Reduce -0.1% | 117,412 | $7.3M |
| Proactive Wealth Strategies LLC | 1.38% | Add +99.9% | 117,042 | $7.3M |
| WealthPlan Investment Management, LLC | 0.41% | Reduce -44.0% | 116,749 | $7.3M |
| Modus Advisors, LLC | 1.98% | Reduce -2.9% | 114,802 | $7.2M |
| Fearless Solutions, LLC dba Best Invest | 4.29% | Reduce -1.9% | 113,758 | $7.1M |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1.45% | Add +3.3% | 111,761 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Add +16.6% | 111,578 | $7.0M |
| Clarus Wealth Advisors | 2.97% | Reduce -1.8% | 111,862 | $7.0M |
| Flow Traders U.S. LLC | 0.22% | Add +1000.4% | 111,378 | $7.0M |
| Calton & Associates, Inc. | 1.00% | Reduce -13.0% | 111,340 | $7.0M |
| Summit Financial, LLC | 0.09% | Reduce -3.9% | 110,451 | $6.9M |
| American Financial & Tax Strategies Inc. | 3.35% | Reduce -1.3% | 110,060 | $6.9M |
| Americana Partners, LLC | 0.18% | Add +0.5% | 109,780 | $6.9M |
| Cary Street Partners Financial LLC | 0.17% | Reduce -26.1% | 108,369 | $6.8M |
| Intrua Financial, LLC | 0.72% | Add +5.5% | 108,262 | $6.8M |
| Moors & Cabot, Inc. | 0.29% | Reduce -3.9% | 108,228 | $6.8M |
| Money Concepts Capital Corp. | 0.37% | Add +205.8% | 107,659 | $6.7M |
| Team Financial Group, LLC | 3.03% | Reduce -9.0% | 106,652 | $6.7M |
| Tempo Wealth, LLC | 1.15% | Reduce -0.6% | 105,135 | $6.6M |
| Nwam LLC | 0.38% | Add +51.5% | 104,639 | $6.5M |
| Prosperity Consulting Group, LLC | 0.29% | Reduce -2.1% | 104,487 | $6.5M |
| First Heartland Consultants, Inc. | 0.50% | Add +11.3% | 104,171 | $6.5M |
| Winter & Associates, Inc. | 5.70% | Add +11.4% | 104,075 | $6.5M |
| Chicago Partners Investment Group LLC | 0.15% | Reduce -10.6% | 103,375 | $6.5M |
| Anson Capital, Inc. | 4.45% | Add +7.7% | 103,964 | $6.5M |
| RVW Wealth, LLC | 0.50% | Reduce -11.3% | 103,405 | $6.5M |
| Tableaux LLC | 3.09% | Add +30.6% | 101,968 | $6.4M |
| Corient Private Wealth LP | 0.01% | Reduce -48.7% | 120,753 | $6.4M |
| PFG Advisors | 0.31% | Reduce -11.4% | 101,547 | $6.4M |
| U.S. Capital Wealth Advisors, LLC | 0.16% | Add +69.2% | 101,453 | $6.3M |
| Granby Capital Management, LLC | 3.59% | No change | 100,000 | $6.3M |
| Kovack Advisors, Inc. | 0.33% | Reduce -14.0% | 98,809 | $6.2M |
| Cathy Pareto & Associates, Inc. | 4.11% | Reduce -5.7% | 97,984 | $6.1M |
| Tandem Investment Partners LLC | 5.14% | Reduce -0.4% | 96,965 | $6.1M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +10.3% | 93,653 | $5.9M |
| Jefferies Financial Group Inc. | 0.07% | Reduce -16.3% | 93,306 | $5.8M |
| WealthPLAN Partners, LLC | 1.13% | Reduce -16.8% | 93,204 | $5.8M |
| Nations Financial Group Inc, /Ia/ | 0.30% | Add +3.8% | 92,942 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -33.3% | 91,234 | $5.7M |
| Trustmark Bank Trust Department | 0.37% | Reduce -21.1% | 91,202 | $5.7M |
| Cerro Pacific Wealth Advisors LLC | 1.47% | Add +4.7% | 89,592 | $5.6M |
| Northbridge Financial Group, LLC | 2.38% | Add +0.5% | 89,208 | $5.5M |
| EPG Wealth Management LLC | 1.49% | Add +0.3% | 87,959 | $5.5M |
| Aspire Capital Advisors LLC | 1.23% | Reduce -1.7% | 87,326 | $5.5M |
| HighPoint Advisor Group LLC | 0.23% | Add +4.1% | 86,333 | $5.4M |
| CMC Financial Group | 10.87% | Add +2.8% | 85,761 | $5.4M |
| Aptus Capital Advisors, LLC | 0.04% | Reduce -2.1% | 85,478 | $5.3M |
| Wedbush Securities Inc. | 0.15% | Reduce -1.1% | 80,490 | $5.0M |
| Lunt Capital Management, Inc. | 1.92% | Add +0.8% | 79,802 | $5.0M |
| ODonnell Financial Services, LLC | 1.71% | Reduce -1.7% | 79,311 | $5.0M |
| Bedel Financial Consulting, Inc. | 0.56% | Add +0.1% | 77,825 | $4.9M |
| Strategic Family Wealth Counselors, L.L.C. | 1.27% | Reduce -1.5% | 77,370 | $4.8M |
| LifeWealth Investments, LLC | 1.44% | Add +22.4% | 77,118 | $4.8M |
| Unique Wealth, LLC | 0.67% | Reduce -18.9% | 76,910 | $4.8M |
| BCS Wealth Management | 0.98% | Reduce -50.3% | 76,580 | $4.8M |
| Fagan Associates, Inc. | 0.65% | Reduce -2.0% | 74,822 | $4.7M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +1.2% | 72,194 | $4.5M |
| Cresset Asset Management, LLC | 0.02% | Add +15.4% | 72,008 | $4.5M |
| Financial Guidance Group, Inc. | 1.74% | Reduce -2.5% | 69,305 | $4.3M |
| Lodestone Wealth Management LLC | 1.72% | Add +4.3% | 69,171 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -9.6% | 68,982 | $4.3M |
| Commerce Advisors, LLC | 3.63% | — | 68,910 | $4.3M |
| Brown Advisory Inc. | 0.01% | Add +3.0% | 68,748 | $4.3M |
| OakTrust Wealth Advisors, LLC | 3.89% | Add +3.4% | 68,357 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Reduce -38.5% | 67,849 | $4.2M |
| Cauble & Harre Wealth Management, Inc. | 3.38% | Reduce -12.8% | 67,190 | $4.2M |
| SCS Capital Management LLC | 0.04% | Reduce -32.9% | 67,574 | $4.2M |
| Capital Analysts, LLC | 0.11% | Add +7.2% | 67,067 | $4.2M |
| Fortis Capital Management LLC | 0.55% | Add +17.8% | 65,221 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +15.0% | 65,408 | $4.1M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -4.7% | 65,113 | $4.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -30.0% | 65,035 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.45% | Add +0.3% | 64,879 | $4.1M |
| Arq Wealth Advisors, LLC | 0.73% | Add +7.3% | 64,729 | $4.0M |
| RiverTree Advisors, LLC | 2.56% | Reduce -1.1% | 64,492 | $4.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +180.6% | 64,309 | $4.0M |
| American Alpha Advisors, LLC | 2.33% | Reduce -28.0% | 63,843 | $4.0M |
| Smith, Moore & Co. | 0.29% | Reduce -9.8% | 62,663 | $3.9M |
| JBR Co Financial Management Inc | 1.63% | No change | 64,568 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -37.8% | 61,962 | $3.9M |
| USAdvisors Wealth Management, LLC | 1.29% | Reduce -20.1% | 62,516 | $3.9M |
| Post Resch Tallon Group Inc. | 3.14% | Add +3.2% | 61,914 | $3.9M |
| Symphony Financial Services, Inc. | 1.97% | Reduce -14.9% | 61,354 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.5% | 60,545 | $3.8M |
| Medallion Wealth Advisors, LLC | 1.23% | Add +2.6% | 60,006 | $3.8M |
| First PREMIER Bank | 0.85% | Reduce -10.4% | 58,612 | $3.7M |
| Tactive Advisors, LLC | 1.03% | Add +256.0% | 58,198 | $3.6M |
| Sandbox Financial Partners, LLC | 1.02% | Add +14.7% | 57,950 | $3.6M |
| Fairscale Capital, LLC | 2.49% | Reduce -0.8% | 57,553 | $3.6M |
| FMR LLC | 0.00% | Add +81.4% | 57,476 | $3.6M |
| Moneywise, Inc. | 1.57% | Reduce -19.7% | 57,403 | $3.6M |
| Golden State Wealth Management, LLC | 0.39% | Reduce -8.1% | 56,807 | $3.6M |
| Brookstone Capital Management | 0.04% | Add +4.8% | 56,478 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -7.4% | 56,349 | $3.5M |
| Bullock Wealth Management Group | 1.74% | Reduce -4.1% | 55,526 | $3.5M |
| Davis Investment Partners, LLC | 1.22% | Add +45.7% | 55,238 | $3.5M |
| Cornerstone Wealth Management, LLC | 0.17% | Add +2.3% | 54,424 | $3.4M |
| Betterment LLC | 0.01% | Add +1.1% | 54,175 | $3.4M |
| Cassady Wealth & Retirement Planning, LLC | 1.75% | Add +6.2% | 53,233 | $3.4M |
| Madison Park Capital Advisors, LLC | 2.65% | Add +2.0% | 53,854 | $3.4M |
| Z3 Capital Partners, LLC | 0.85% | Reduce -1.1% | 53,731 | $3.4M |
| Traphagen Investment Advisors LLC | 0.27% | Reduce -7.8% | 53,490 | $3.3M |
| WNY Asset Management, LLC | 0.35% | — | 53,466 | $3.3M |
| TrueWealth Advisors, LLC | 0.84% | Add +3.1% | 53,440 | $3.3M |
| Belpointe Asset Management LLC | 0.12% | Add +21.0% | 53,168 | $3.3M |
| One Plus One Wealth Management, LLC | 1.40% | Reduce -7.2% | 52,990 | $3.3M |
| Valtinson Bruner Financial Planning LLC | 0.91% | Add +2.0% | 52,788 | $3.3M |
| Fortis Advisors, LLC | 1.64% | Add +35.7% | 52,459 | $3.3M |
| Broadleaf Partners, LLC | 0.76% | Reduce -2.7% | 52,064 | $3.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +8.9% | 51,997 | $3.3M |
| Advyzon Investment Management, LLC | 0.29% | Add +945.3% | 51,774 | $3.2M |
| VVR Holdings LLC | 1.65% | Add +9.7% | 50,956 | $3.2M |
| Ankerstar Wealth, LLC | 3.31% | Add +17.1% | 50,112 | $3.1M |
| BlackRock, Inc. | 0.00% | Reduce -2.1% | 50,068 | $3.1M |
| Petros Family Wealth, LLC | 2.22% | Add +9.9% | 49,883 | $3.1M |
| Fortis Group Advisors, LLC | 0.51% | New | 48,317 | $3.1M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Reduce -7.3% | 48,057 | $3.0M |
| Stillwater Wealth Management Group | 1.81% | Add +33.8% | 46,752 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | New | 46,741 | $2.9M |
| Firestone Capital Management | 0.61% | Reduce -7.5% | 46,723 | $2.9M |
| Simon Quick Advisors, LLC | 0.13% | Add +1140.6% | 46,348 | $2.9M |
| Breachway Investments LLC | 2.75% | Add +1.9% | 46,014 | $2.9M |
| Glen Eagle Advisors, LLC | 0.40% | Reduce -6.8% | 45,492 | $2.8M |
| Smith Thornton Advisors LLC | 1.43% | Reduce -0.1% | 45,409 | $2.8M |
| Paragon Private Wealth Management, LLC | 0.88% | Add +0.6% | 45,141 | $2.8M |
| Copia Wealth Management | 1.93% | Reduce -33.5% | 44,869 | $2.8M |
| AlTi Global, Inc. | 0.06% | Add +81.3% | 44,609 | $2.8M |
| StoneX Group Inc. | 0.15% | Reduce -66.3% | 44,220 | $2.8M |
| Vavra Capital Management, LLC | 2.68% | Add +6.2% | 44,126 | $2.8M |
| Opinicus Capital, Inc. | 1.94% | Add +2.1% | 44,053 | $2.8M |
| Waycross Investment Management Co | 2.60% | New | 43,573 | $2.7M |
| Swisher Financial Concepts, Inc. | 1.51% | Reduce -1.2% | 43,053 | $2.7M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 42,681 | $2.7M |
| WealthTrak Capital Management LLC | 1.90% | Add +2.3% | 42,442 | $2.7M |
| Valmark Advisers, Inc. | 0.03% | Add +16.7% | 42,339 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +42.0% | 42,723 | $2.6M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +9.8% | 41,422 | $2.6M |
| Apollon Financial, LLC | 0.36% | Reduce -0.5% | 41,378 | $2.6M |
| Western Wealth Management, LLC | 0.10% | Reduce -15.7% | 41,370 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +1.5% | 41,027 | $2.6M |
| Atlantic Family Wealth, LLC | 1.84% | Add +3.3% | 40,816 | $2.6M |
| Stegent Equity Advisors, Inc. | 2.16% | Add +691.9% | 40,600 | $2.5M |
| Centurion Wealth Management LLC | 0.56% | Add +8.6% | 39,844 | $2.5M |
| Creative Planning | 0.00% | Add +8.7% | 39,790 | $2.5M |
| Wilkerson Advisory Group LLC | 0.85% | Reduce -92.5% | 39,450 | $2.5M |
| Ellis Investment Partners, LLC | 0.42% | Reduce -3.0% | 39,107 | $2.4M |
| Savvy Advisors, Inc. | 0.06% | Add +11.6% | 38,425 | $2.4M |
| High Net Worth Advisory Group LLC | 0.55% | Add +0.5% | 38,002 | $2.4M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +234.5% | 37,931 | $2.4M |
| HB Wealth Management, LLC | 0.02% | Add +5.8% | 37,761 | $2.4M |
| NCM Capital Management, LLC | 0.84% | Reduce -1.2% | 37,341 | $2.3M |
| Leavell Investment Management, Inc. | 0.10% | Add +2.4% | 37,317 | $2.3M |
| Pasadena Private Wealth, LLC | 0.32% | Reduce -2.2% | 37,020 | $2.3M |
| Galvin, Gaustad & Stein, LLC | 0.19% | New | 36,995 | $2.3M |
| Founders Financial Securities LLC | 0.13% | Reduce -23.3% | 37,183 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +127.9% | 36,708 | $2.3M |
| Atlas Wealth Partners, LLC | 2.32% | Add +0.6% | 36,135 | $2.3M |
| McKinley Carter Wealth Services, Inc. | 0.13% | Reduce -0.7% | 35,953 | $2.2M |
| Trademark Financial Management, LLC | 1.09% | Add +2.2% | 35,534 | $2.2M |
| Peak Financial Advisors LLC | 0.97% | New | 34,948 | $2.2M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -14.7% | 34,527 | $2.2M |
| Brio Consultants, LLC | 0.26% | Reduce -4.6% | 33,714 | $2.1M |
| QTR Family Wealth, LLC | 0.89% | Reduce -0.3% | 34,575 | $2.1M |
| Evolution Wealth Advisors, LLC | 0.22% | Reduce -0.7% | 33,978 | $2.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +90.7% | 33,946 | $2.1M |
| Fidelis Capital Partners, LLC | 0.15% | Reduce -28.2% | 33,730 | $2.1M |
| J2 Capital Management Inc | 1.45% | New | 33,690 | $2.1M |
| Ascentis Independent Advisors | 0.16% | Add +513.1% | 33,571 | $2.1M |
| GTS Securities LLC | 0.07% | Add +261.7% | 33,232 | $2.1M |
| Heritage Wealth Management, Inc. | 1.03% | Reduce -0.1% | 33,177 | $2.1M |
| Compass Ion Advisors, LLC | 0.20% | Add +7.5% | 33,029 | $2.1M |
| ERn Financial, LLC | 0.38% | Reduce -1.0% | 32,608 | $2.0M |
| International Assets Investment Management, LLC | 0.14% | Reduce -14.4% | 32,702 | $2.0M |
| GWN Securities Inc. | 0.39% | Reduce -6.1% | 32,547 | $2.0M |
| Stapp Wealth Management, PLLC | 2.58% | Add +1.6% | 32,329 | $2.0M |
| SigFig Wealth Management, LLC | 0.06% | New | 32,046 | $2.0M |
| Davidson Kahn Capital Management, LLC | 1.05% | New | 30,859 | $2.0M |
| Venture Visionary Partners LLC | 0.07% | Reduce -3.1% | 31,474 | $2.0M |
| Ofc Financial Planning, LLC | 1.93% | Reduce -0.5% | 31,442 | $2.0M |
| Goldstein Advisors, LLC | 0.22% | Add +1.6% | 31,239 | $2.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +6.0% | 30,479 | $1.9M |
| Smart Portfolios, LLC | 1.89% | Add +1.6% | 30,352 | $1.9M |
| Hudock, Inc. | 0.28% | Reduce -40.5% | 30,278 | $1.9M |
| SFI Advisors, LLC | 1.96% | Reduce -37.3% | 29,898 | $1.9M |
| PCG Wealth Advisors, LLC | 0.47% | Reduce -2.1% | 29,711 | $1.9M |
| Financial Management Network Inc. | 0.28% | Add +1.8% | 29,728 | $1.8M |
| Private Trust Co. NA | 0.17% | Add +1.9% | 29,527 | $1.8M |
| HF Advisory Group, LLC | 0.63% | Add +6.1% | 29,456 | $1.8M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -1.8% | 29,450 | $1.8M |
| Diversified Trust Co. | 0.03% | Reduce -10.2% | 29,448 | $1.8M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -33.3% | 29,347 | $1.8M |
| IAM Advisory, LLC | 0.41% | Reduce -2.2% | 28,974 | $1.8M |
| Focus Financial Network, Inc. | 0.06% | Reduce -4.7% | 28,838 | $1.8M |
| National Wealth Management Group, LLC | 0.67% | Reduce -11.8% | 28,755 | $1.8M |
| Trilogy Capital Inc. | 0.08% | Reduce -1.9% | 28,727 | $1.8M |
| Oder Investment Management, LLC | 1.38% | Add +4.9% | 28,672 | $1.8M |
| Coquina Private Wealth LLC | 1.40% | Reduce -16.1% | 27,812 | $1.7M |
| Gateway Wealth Partners, LLC | 0.07% | Add +139.9% | 27,791 | $1.7M |
| Investment Partners Asset Management, Inc. | 1.07% | Reduce -2.6% | 27,710 | $1.7M |
| Paragon Advisors, LLC | 0.46% | Reduce -12.3% | 27,459 | $1.7M |
| XTX Topco Ltd | 0.03% | Reduce -10.1% | 27,324 | $1.7M |
| Unified Investment Management | 1.76% | Add +0.1% | 27,266 | $1.7M |
| PKS Advisory Services, LLC | 0.39% | Reduce -33.3% | 26,927 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -1.8% | 26,880 | $1.7M |
| Main Street Financial Solutions, LLC | 0.12% | Add +4.5% | 26,787 | $1.7M |
| Annex Advisory Services, LLC | 0.03% | Reduce -22.6% | 26,513 | $1.7M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +6.8% | 25,837 | $1.6M |
| Echo Wealth Management, LLC | 0.93% | Reduce -47.8% | 25,811 | $1.6M |
| Colonial River Investments, LLC | 0.57% | Add +50.5% | 25,624 | $1.6M |
| Next Level Private LLC | 0.36% | Reduce -22.8% | 25,220 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +95.2% | 25,203 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +14.5% | 25,193 | $1.6M |
| Compass Advisory Group LLC | 0.42% | Add +4.7% | 25,119 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -8.0% | 24,985 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +5.4% | 24,868 | $1.6M |
| Signature Equity Partners, LLC | 0.83% | Reduce -10.7% | 24,865 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +5.8% | 24,549 | $1.5M |
| Verity Asset Management, Inc. | 0.64% | Add +2.1% | 24,229 | $1.5M |
| Insight Wealth Partners, LLC | 0.61% | Reduce -4.6% | 24,186 | $1.5M |
| Private Client Services, LLC | 0.45% | Add +3.6% | 24,128 | $1.5M |
| IFS Group,LLC | 1.34% | — | 24,075 | $1.5M |
| Titleist Asset Management, LLC | 0.11% | Reduce -57.5% | 23,912 | $1.5M |
| Diversify Wealth Management, LLC | 0.03% | New | 23,538 | $1.5M |
| Mayfair Advisory Group, LLC | 0.51% | Reduce -23.9% | 23,385 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -34.8% | 23,214 | $1.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.22% | Reduce -14.0% | 23,130 | $1.4M |
| Fsa Wealth Partners, Inc. | 0.68% | Add +101.5% | 23,022 | $1.4M |
| World Equity Group, Inc. | 0.37% | Reduce -17.2% | 22,844 | $1.4M |
| Hazlett, Burt & Watson, Inc. | 0.45% | Add +2.7% | 22,765 | $1.4M |
| Lewis Asset Management, LLC | 0.58% | Add +82.7% | 22,633 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +8.3% | 22,630 | $1.4M |
| Global Financial Private Client, LLC | 0.46% | Reduce -0.6% | 22,394 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -0.7% | 22,068 | $1.4M |
| Stonebridge Financial Group, LLC / MO | 1.16% | Add +6.3% | 22,055 | $1.4M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.41% | Reduce -3.1% | 21,988 | $1.4M |
| Rothschild Investment LLC | 0.07% | Add +0.2% | 21,603 | $1.4M |
| Allie Family Office LLC | 0.59% | Add +3.8% | 21,554 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +32.1% | 21,450 | $1.3M |
| Sloy Dahl & Holst, LLC | 0.18% | No change | 21,351 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +28.8% | 21,126 | $1.3M |
| Strategic Equity Management | 0.49% | Reduce -25.6% | 21,046 | $1.3M |
| Laurel Oak Wealth Management, LLC | 0.22% | Reduce -6.3% | 21,037 | $1.3M |
| AdvisorNet Financial, Inc | 0.07% | Reduce -7.4% | 20,894 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.40% | Add +50.4% | 20,821 | $1.3M |
| Lake Street Private Wealth, LLC | 0.17% | Add +2.4% | 20,772 | $1.3M |
| BlueChip Wealth Advisors LLC | 0.57% | Reduce -43.2% | 20,883 | $1.3M |
| Powers Advisory Group, LLC | 0.45% | Add +4.7% | 20,311 | $1.3M |
| Romano Brothers and Company | 0.14% | Add +10.6% | 20,132 | $1.3M |
| Dana Investment Advisors, Inc. | 0.04% | Reduce -6.1% | 20,085 | $1.3M |
| Legacy Capital Wealth Management, LLC | 0.73% | Reduce -0.8% | 19,972 | $1.2M |
| Vivid Wealth Management, LLC | 0.50% | Add +2.8% | 19,925 | $1.2M |
| TruWealth Advisors, LLC | 0.06% | Reduce -3.9% | 19,900 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.7% | 19,686 | $1.2M |
| Whitaker-Myers Wealth Managers, LTD. | 0.24% | Reduce -22.5% | 19,434 | $1.2M |
| Arax Advisory Partners | 0.03% | Add +129.6% | 19,428 | $1.2M |
| Silverlake Wealth Management LLC | 0.26% | Reduce -4.7% | 19,340 | $1.2M |
| Dedeker Financial LLC | 1.05% | Reduce -27.0% | 19,318 | $1.2M |
| Sun Financial Inc | 0.61% | Add +9.6% | 19,166 | $1.2M |
| Empire Financial Management Company, LLC | 0.27% | Add +0.6% | 19,167 | $1.2M |
| BigSur Wealth Management LLC | 0.34% | No change | 19,155 | $1.2M |
| Sound Income Strategies, LLC | 0.06% | Add +22.4% | 19,162 | $1.2M |
| Garden State Investment Advisory Services LLC | 0.29% | Add +1.4% | 19,062 | $1.2M |
| Vicus Capital | 0.09% | Reduce -0.8% | 19,020 | $1.2M |
| AMG Asset Management Group, Inc. | 0.91% | New | 18,755 | $1.2M |
| Tripletail Wealth Management, LLC | 1.60% | Reduce -28.3% | 18,727 | $1.2M |
| 49 Wealth Management, LLC | 0.09% | Reduce -2.9% | 18,309 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.26% | Add +0.8% | 18,002 | $1.1M |
| Monetary Solutions, Ltd | 1.08% | Add +0.2% | 17,932 | $1.1M |
| Windsor Advisory Group, LLC | 0.91% | Add +85.2% | 17,388 | $1.1M |
| AQR Capital Management | 0.00% | Reduce -20.6% | 17,327 | $1.1M |
| Flagship Capital Management Inc. | 0.79% | Add +1.7% | 17,155 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -27.1% | 17,108 | $1.1M |
| Alchemi Wealth, LLC | 0.59% | Add +1.4% | 16,961 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -65.8% | 16,894 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.36% | Add +5.8% | 16,772 | $1.0M |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +33.5% | 16,553 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +33.5% | 16,552 | $1.0M |
| Canvas Wealth Advisors, LLC | 0.18% | New | 16,461 | $1.0M |
| Signal Advisors Wealth, LLC | 0.07% | New | 16,427 | $1.0M |
| KOM Wealth Management Group, LLC | 0.70% | Add +26.8% | 16,389 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -1.3% | 16,256 | $1.0M |
| Cypress Wealth Services, LLC | 0.14% | Reduce -3.4% | 16,193 | $1.0M |
| Rubicon Advisors, GP | 0.90% | Reduce -10.3% | 16,168 | $1.0M |
| Resurgent Financial Advisors LLC | 0.37% | Add +282.7% | 16,106 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +13.6% | 16,044 | $1.0M |
| BlueStem Wealth Partners, LLC | 0.11% | Add +28.6% | 15,959 | $998K |
| Arwa LLC | 0.49% | Reduce -11.8% | 15,996 | $994K |
| Perryman Financial Advisory Inc. | 0.15% | Reduce -0.0% | 15,803 | $989K |
| CreativeOne Wealth, LLC | 0.02% | Add +1.3% | 15,764 | $986K |
| Sovran Advisors, LLC | 0.08% | Reduce -2.2% | 15,489 | $984K |
| Nilsine Partners, LLC | 0.08% | Reduce -12.3% | 15,683 | $981K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -17.9% | 15,647 | $979K |
| Wellspring Financial Advisors, LLC | 0.07% | Reduce -27.5% | 15,416 | $964K |
| 5T Wealth, LLC | 0.38% | Add +43.6% | 15,354 | $961K |
| Barnes Pettey Financial Advisors, LLC | 0.42% | Add +0.9% | 15,304 | $957K |
| Sonoma Allocations LLC | 0.33% | Reduce -22.4% | 15,110 | $942K |
| Inspire Advisors, LLC | 0.08% | Add +55.4% | 15,043 | $941K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -36.0% | 14,833 | $928K |
| Revisor Wealth Management LLC | 0.25% | Reduce -2.8% | 14,730 | $922K |
| Beam Wealth Advisors, Inc. | 0.23% | Reduce -3.1% | 14,655 | $917K |
| Braeburn Wealth Management LLC | 0.52% | Reduce -5.7% | 14,621 | $915K |
| Harbor Asset Planning, Inc. | 0.76% | Reduce -7.4% | 14,444 | $904K |
| Ritter Daniher Financial Advisory LLC / DE | 0.15% | Reduce -6.4% | 14,443 | $904K |
| Northern Trust Corp. | 0.00% | Add +0.8% | 14,365 | $899K |
| Barrett & Company, Inc. | 0.31% | Add +0.1% | 14,311 | $895K |
| SlateStone Wealth, LLC | 0.07% | No change | 14,240 | $891K |
| Sageworth Trust Co | 0.04% | No change | 14,190 | $888K |
| Cooper Financial Group | 0.09% | Reduce -8.1% | 14,162 | $886K |
| Kraematon Investment Advisors, Inc. | 0.71% | Add +0.7% | 13,907 | $870K |
| Prudent Investors Network, Inc. | 0.19% | Reduce -35.5% | 13,888 | $869K |
| Cpwa, LLC | 1.04% | — | 13,712 | $867K |
| BankPlus Trust Department | 0.23% | Reduce -0.5% | 13,843 | $866K |
| Integrity Alliance, Llc. | 0.03% | Reduce -24.4% | 13,809 | $864K |
| Hicks Capital Management LLC | 0.86% | No change | 13,720 | $858K |
| Vertex Planning Partners, LLC | 0.17% | Add +0.1% | 13,580 | $850K |
| WCG Wealth Advisors LLC | 0.02% | Add +28.5% | 13,285 | $831K |
| Bey-Douglas LLC | 0.72% | Add +51.0% | 13,262 | $830K |
| Commonwealth Financial Services, LLC | 0.13% | Reduce -0.4% | 13,180 | $825K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -4.8% | 13,142 | $822K |
| Guardian Asset Advisors, LLC | 0.48% | Add +2.0% | 13,038 | $816K |
| Balentine LLC | 0.03% | No change | 12,908 | $808K |
| Lighthouse Financial LLC | 0.48% | New | 12,826 | $802K |
| TCFG Wealth Management, LLC | 0.30% | Add +4.6% | 12,775 | $799K |
| TCFG Investment Advisors, LLC | 0.30% | — | 12,775 | $799K |
| IVC Wealth Advisors LLC | 0.35% | Reduce -23.3% | 12,734 | $797K |
| Claro Advisors Inc. | 0.10% | Reduce -0.2% | 12,712 | $795K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.9% | 12,703 | $795K |
| Strategic Financial Concepts, LLC | 0.19% | Add +59.4% | 12,597 | $788K |
| Ancora Advisors LLC | 0.02% | Add +0.4% | 12,582 | $787K |
| OxenFree Capital LLC | 0.38% | Add +5.3% | 12,581 | $783K |
| Autumn Glory Partners, LLC | 0.29% | Add +0.3% | 12,448 | $779K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.7% | 12,297 | $769K |
| Sierra Capital LLC | 0.08% | Add +4.4% | 12,300 | $769K |
| Tyche Wealth Partners LLC | 0.12% | Add +10.6% | 12,238 | $766K |
| Long Island Wealth Management, Inc. | 0.35% | Reduce -6.4% | 12,192 | $763K |
| Circle Wealth Management, LLC | 0.01% | No change | 11,967 | $749K |
| Millstone Evans Group, LLC | 0.45% | Reduce -2.1% | 11,929 | $746K |
| Cairn Investment Group, Inc. | 0.37% | Add +4.4% | 11,835 | $740K |
| Bank of Montreal | 0.00% | Add +8.1% | 11,703 | $732K |
| Two Sigma Securities, LLC | 0.08% | Reduce -63.6% | 11,584 | $725K |
| Wetzel Investment Advisors, Inc. | 0.29% | Add +16.2% | 11,500 | $719K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -2.5% | 11,480 | $718K |
| Channel Wealth LLC | 0.17% | Add +1.7% | 11,460 | $717K |
| Roman Butler Fullerton & Co. | 0.20% | Add +25.4% | 11,359 | $712K |
| MWA Asset Management | 0.39% | Add +1.8% | 11,322 | $708K |
| Mma Asset Management LLC | 0.25% | Reduce -0.5% | 11,322 | $708K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -0.8% | 11,285 | $706K |
| Avior Wealth Management, LLC | 0.02% | New | 11,269 | $705K |
| Thompson David Blair | 0.40% | Reduce -29.5% | 11,221 | $702K |
| Ballast Rock Private Wealth LLC | 0.38% | Reduce -0.8% | 11,123 | $696K |
| ProVise Management Group, LLC | 0.05% | Add +4.5% | 11,093 | $694K |
| CFS Investment Advisory Services, LLC | 0.05% | Add +123.3% | 10,993 | $693K |
| Keystone Financial Group | 0.05% | Add +7.0% | 11,050 | $692K |
| Vista Investment Partners LLC | 0.18% | Add +5.5% | 10,874 | $680K |
| Berger Financial Group, Inc | 0.04% | Reduce -3.5% | 10,825 | $677K |
| Centerpoint Advisory Group | 0.51% | Reduce -2.2% | 10,800 | $676K |
| Guardian Capital, LLC | 0.64% | New | 10,766 | $674K |
| BNB Wealth Management, LLC | 0.43% | Add +15.4% | 10,654 | $667K |
| Cornerstone Planning Group LLC | 0.09% | Reduce -5.8% | 10,465 | $666K |
| Renaissance Technologies | 0.00% | New | 10,600 | $663K |
| TAGStone Capital, Inc. | 0.23% | Add +1.3% | 10,587 | $662K |
| Hofer & Associates. Inc | 0.36% | Add +0.9% | 10,572 | $661K |
| FWG Holdings, LLC | 0.25% | Reduce -35.9% | 10,430 | $652K |
| Chicago Wealth Management, Inc. | 0.26% | Reduce -1.9% | 10,343 | $647K |
| Ocean Park Asset Management, LLC | 0.04% | Reduce -12.2% | 10,253 | $641K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -12.2% | 10,253 | $641K |
| Choreo, LLC | 0.01% | Add +51.3% | 10,207 | $639K |
| Midland Wealth Advisors, LLC | 0.03% | Add +1.5% | 10,193 | $638K |
| Front Row Advisors LLC | 0.22% | Add +14.8% | 10,170 | $636K |
| N.E.W. Advisory Services LLC | 0.05% | Add +1.3% | 10,150 | $635K |
| Hilltop Holdings Inc. | 0.06% | Add +6.3% | 10,132 | $634K |
| Madison Wealth Partners, Inc | 0.10% | Add +0.8% | 10,114 | $633K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 10,113 | $633K |
| Magnolia Capital Advisors LLC | 0.12% | Add +7.5% | 10,054 | $629K |
| Gaddis Premier Wealth Advisors LLC | 0.46% | Add +2.0% | 10,043 | $628K |
| Prelude Capital Management, LLC | 0.05% | No change | 10,000 | $626K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +32.3% | 9,991 | $625K |
| Lionsbridge Wealth Management LLC | 0.62% | Add +0.2% | 9,892 | $619K |
| Avaii Wealth Management, LLC | 0.22% | Reduce -1.5% | 9,870 | $617K |
| Centric Wealth Management | 0.12% | Reduce -41.2% | 9,654 | $611K |
| BKM Wealth Management, LLC | 0.22% | Add +2.2% | 9,744 | $610K |
| Lanark Financial, Inc. | 0.05% | Reduce -5.1% | 9,660 | $604K |
| Bravias Capital Group, LLC | 0.40% | Reduce -1.3% | 9,660 | $604K |
| Balefire, LLC | 0.11% | Reduce -0.7% | 9,630 | $602K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +354.2% | 9,588 | $600K |
| PFG Investments, LLC | 0.03% | Reduce -7.0% | 9,582 | $599K |
| Coordinated Financial Services, Inc. | 0.35% | Add +0.4% | 9,458 | $592K |
| Schmidt P J Investment Management Inc. | 0.10% | Reduce -10.4% | 9,346 | $585K |
| FWL Investment Management, LLC | 0.13% | Reduce -0.6% | 9,318 | $583K |
| Ranch Capital Advisors Inc. | 0.21% | Add +1.7% | 9,261 | $579K |
| Quadrature Capital Ltd | 0.01% | New | 9,150 | $572K |
| Vann Equity Management LLC | 0.41% | — | 9,149 | $572K |
| GSG Advisors LLC | 0.15% | Add +1.3% | 9,123 | $571K |
| Novem Group | 0.07% | Reduce -12.7% | 9,108 | $570K |
| Capstone Wealth Management Group LLC | 0.35% | No change | 9,100 | $569K |
| LexAurum Advisors, LLC | 0.07% | — | 9,071 | $567K |
| WealthCare Investment Partners, LLC | 0.16% | Add +2.0% | 9,099 | $567K |
| GM Advisory Group, LLC | 0.02% | Add +0.3% | 9,028 | $565K |
| Diligent Investors, LLC | 0.14% | No change | 9,025 | $565K |
| Brookwood Investment Group LLC | 0.07% | Reduce -31.7% | 8,977 | $562K |
| Columbia Advisory Partners LLC | 0.36% | Reduce -45.5% | 8,960 | $561K |
| Heck Capital Advisors, LLC | 0.04% | No change | 8,939 | $559K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 8,931 | $559K |
| Stephens Inc. | 0.01% | Add +0.0% | 8,732 | $546K |
| Teamwork Financial Advisors, LLC | 0.06% | Reduce -20.5% | 8,701 | $544K |
| Opal Wealth Advisors, LLC | 0.12% | Add +0.4% | 8,691 | $544K |
| Kraft, Davis & Associates, LLC | 0.12% | Reduce -92.8% | 8,540 | $542K |
| Tranquility Partners, LLC | 0.20% | Reduce -0.1% | 8,661 | $542K |
| Secure Asset Management, LLC | 0.08% | Add +86.3% | 8,541 | $534K |
| BCGM Wealth Management, LLC | 0.13% | Reduce -1.1% | 8,536 | $534K |
| Hilton Head Capital Partners, LLC | 0.30% | Add +7.8% | 8,493 | $531K |
| Provident Living Financial Services, Inc. | 0.59% | Add +2.5% | 8,492 | $531K |
| BankPlus Wealth Management LLC | 0.27% | Add +6.8% | 8,479 | $530K |
| MBE Wealth Management, LLC | 0.22% | New | 8,457 | $529K |
| Jacksonville Wealth Management, LLC | 0.36% | Add +0.9% | 8,451 | $529K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.1% | 8,349 | $522K |
| Bay Rivers Group | 0.22% | New | 8,285 | $518K |
| Glass Jacobson Investment Advisors llc | 0.18% | Add +2.0% | 8,167 | $511K |
| M3 Advisory Group, LLC | 0.31% | Add +12.3% | 8,122 | $508K |
| Liberty Wealth Management LLC | 0.06% | Reduce -28.7% | 8,091 | $506K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.3% | 8,078 | $505K |
| Grant Street Asset Management, Inc. | 0.10% | Reduce -6.1% | 8,077 | $505K |
| Ameriflex Group, Inc. | 0.26% | Add +8.7% | 8,065 | $505K |
| Cypress Capital Group | 0.06% | No change | 8,000 | $500K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 8,000 | $500K |
| Summit Asset Management, LLC | 0.07% | No change | 7,935 | $496K |
| NTV Asset Management LLC | 0.05% | No change | 7,875 | $493K |
| Maridea Wealth Management LLC | 0.07% | Add +1.0% | 7,831 | $490K |
| Fiducient Advisors LLC | 0.06% | No change | 7,770 | $486K |
| Odyssey Capital Advisors, Inc. | 0.44% | Add +0.3% | 7,769 | $486K |
| Florida Financial Advisors, LLC | 0.12% | Add +127.0% | 7,770 | $486K |
| Prepared Retirement Institute LLC | 0.24% | Add +4.5% | 7,764 | $486K |
| RFG Advisory, LLC | 0.01% | Add +14.3% | 7,763 | $486K |
| Uptick Partners, LLC | 0.10% | Reduce -7.7% | 7,730 | $484K |
| Tortuga Wealth Management, Inc | 0.45% | Reduce -2.5% | 7,694 | $481K |
| Forefront Wealth Partners, LLC | 0.20% | Add +22.1% | 7,655 | $479K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -3.5% | 7,562 | $473K |
| Intrepid Financial Planning Group LLC | 0.19% | Reduce -27.0% | 7,546 | $472K |
| Equity Wealth Partners, LLC | 0.30% | Reduce -21.3% | 7,538 | $472K |
| Avantra Family Wealth, Inc. | 0.35% | No change | 7,500 | $469K |
| ETF Store, Inc. | 0.45% | Add +15.9% | 7,304 | $457K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.3% | 7,249 | $453K |
| Ieq Capital, LLC | 0.00% | New | 7,230 | $452K |
| Innovative Asset Advisors Group, LLC | 0.26% | — | 7,206 | $451K |
| Welch Financial Planning, LLC | 0.32% | Reduce -12.6% | 7,109 | $445K |
| Continuum Advisory, LLC | 0.04% | Add +0.8% | 7,083 | $443K |
| Axiom Investment Management LLC | 0.33% | — | 7,019 | $439K |
| Victory Financial Group, LLC | 0.05% | Add +5.2% | 7,014 | $439K |
| Northwest Wealth Advisors, LLC | 0.31% | Reduce -1.7% | 6,989 | $437K |
| Next Level Wealth Planning, LLC | 0.22% | Reduce -26.7% | 6,982 | $437K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.7% | 6,937 | $434K |
| Atlas Private Wealth Advisors | 0.10% | Add +1.3% | 6,894 | $431K |
| Modera Wealth Management, LLC | 0.01% | Add +21.5% | 6,864 | $429K |
| Rothschild Capital Partners, LLC | 0.10% | Add +16.7% | 6,791 | $425K |
| Stewardship Advisors, LLC | 0.10% | Add +13.4% | 6,721 | $420K |
| Penobscot Wealth Management | 0.12% | Reduce -83.5% | 6,721 | $420K |
| McAlister, Sweet & Associates, Inc. | 0.26% | Add +12.8% | 6,665 | $417K |
| Caprock Group, LLC | 0.01% | No change | 6,550 | $410K |
| Keating Financial Advisory Services, Inc. | 0.07% | Reduce -76.0% | 6,521 | $408K |
| Monograph Wealth Advisors, LLC | 0.04% | No change | 6,502 | $407K |
| Saxon Interests, Inc. | 0.14% | Add +2.5% | 6,452 | $404K |
| West Michigan Advisors, LLC | 0.09% | Reduce -30.6% | 6,404 | $401K |
| Range Advisory, LLC | 0.07% | Add +1.7% | 6,370 | $399K |
| Trust Point Inc. | 0.03% | No change | 6,284 | $393K |
| Holos Integrated Wealth LLC | 0.20% | New | 6,249 | $390K |
| Dakota Wealth Management | 0.01% | Reduce -28.9% | 6,164 | $386K |
| Savant Capital, LLC | 0.00% | Reduce -33.3% | 6,133 | $384K |
| Oxler Private Wealth LLC | 0.12% | No change | 6,084 | $381K |
| Winebrenner Capital Management LLC | 0.24% | No change | 6,057 | $379K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -12.0% | 6,092 | $375K |
| Richardson Capital Management LLC | 0.18% | Add +1.1% | 5,977 | $374K |
| Level Wealth Management LLC | 0.17% | New | 5,966 | $373K |
| Regimen Wealth, LLC | 0.11% | Add +3.6% | 5,957 | $373K |
| Soundwatch Capital LLC | 0.05% | Reduce -22.6% | 5,949 | $372K |
| Assetmark, Inc. | 0.00% | Add +19.7% | 5,879 | $368K |
| MSH Capital Advisors LLC | 0.08% | Add +3.0% | 5,798 | $363K |
| L & S Advisors Inc | 0.05% | Reduce -5.5% | 5,771 | $361K |
| KERR FINANCIAL PLANNING Corp | 0.25% | Add +209.3% | 5,768 | $361K |
| Adapt Wealth Advisors, LLC | 0.13% | Reduce -26.2% | 5,737 | $359K |
| North Capital, Inc. | 0.30% | No change | 5,725 | $358K |
| Spire Wealth Management | 0.01% | Reduce -25.4% | 5,719 | $358K |
| Socha Financial Group, LLC | 0.18% | Reduce -4.5% | 5,715 | $358K |
| First Trust Advisors LP | 0.00% | Reduce -44.0% | 5,595 | $350K |
| E-Wealth Partners, LLC | 0.28% | Reduce -2.3% | 5,576 | $349K |
| Glenmede Trust Co. NA | 0.00% | New | 5,561 | $348K |
| Avestar Capital, LLC | 0.02% | New | 5,539 | $347K |
| Xcelsior Advisor Partners LLC | 0.13% | Add +21.1% | 5,501 | $344K |
| HMV Wealth Advisors, LLC | 0.16% | No change | 5,373 | $336K |
| Garde Capital, Inc. | 0.02% | Add +3.7% | 5,368 | $336K |
| Bay Capital Advisors, LLC | 0.21% | Reduce -21.1% | 5,352 | $335K |
| IMG Wealth Management, Inc. | 0.21% | No change | 5,345 | $334K |
| Capasso Planning Partners LLC | 0.18% | Reduce -15.9% | 5,278 | $330K |
| Plotkin Financial Advisors, LLC | 0.16% | Reduce -1.4% | 5,222 | $327K |
| WealthTrust Asset Management, LLC | 0.19% | New | 5,217 | $326K |
| Bokf, NA | 0.01% | No change | 5,212 | $326K |
| CRA Financial Services, LLC | 0.04% | No change | 5,200 | $325K |
| HCR Wealth Advisors | 0.03% | Reduce -1.9% | 5,158 | $323K |
| Chancellor Financial Group WB LP | 0.23% | Add +7.9% | 5,135 | $321K |
| Weaver Consulting Group | 0.08% | Reduce -3.0% | 5,110 | $320K |
| Carrera Capital Advisors | 0.05% | Reduce -8.4% | 5,099 | $319K |
| Institute for Wealth Management, LLC. | 0.03% | Add +10.6% | 5,052 | $316K |
| Lavaca Capital LLC | 0.06% | Add +1.3% | 5,002 | $313K |
| Wealth Management Associates, Inc. | 0.11% | Reduce -0.4% | 4,949 | $310K |
| Pure Financial Advisors, LLC | 0.00% | No change | 4,938 | $309K |
| SpringVest Wealth Management LLC | 0.21% | Add +3.5% | 4,934 | $309K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.0% | 4,902 | $307K |
| M.E. Allison & Co., Inc. | 0.20% | No change | 4,885 | $306K |
| Nautilus Advisors LLC | 0.21% | Reduce -3.8% | 4,879 | $305K |
| WealthTrust Axiom LLC | 0.08% | New | 4,877 | $305K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -30.8% | 4,854 | $304K |
| Legacy Advisors, LLC | 0.04% | New | 4,843 | $303K |
| Kelly Financial Services LLC | 0.07% | New | 4,841 | $303K |
| Advisor Resource Council | 0.12% | Reduce -31.1% | 4,800 | $300K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +10.2% | 4,756 | $298K |
| Cornerstone Advisory, LLC | 0.03% | No change | 4,740 | $297K |
| Ceera Investments, LLC | 0.13% | No change | 4,695 | $294K |
| MFA Wealth Services | 0.19% | Reduce -60.0% | 4,694 | $294K |
| Lido Advisors, LLC | 0.00% | New | 4,684 | $293K |
| Clark Asset Management, LLC | 0.03% | New | 4,673 | $292K |
| Retirement Planning Group, LLC / NY | 0.19% | Add +1.8% | 4,656 | $291K |
| Independence Wealth Advisors, LLC | 0.15% | No change | 4,637 | $290K |
| Tobias Financial Advisors, Inc. | 0.04% | New | 4,636 | $290K |
| Optima Capital LLC | 0.13% | Add +0.6% | 4,635 | $290K |
| Envision Financial Transparency, LLC | 0.28% | — | 4,592 | $287K |
| Composition Wealth, LLC | 0.00% | Add +2.2% | 4,557 | $285K |
| Keybank National Association | 0.00% | Reduce -22.1% | 4,531 | $283K |
| WoodTrust Financial Corp | 0.04% | No change | 4,500 | $282K |
| Nova Wealth Management, Inc. | 0.18% | Reduce -12.4% | 4,444 | $278K |
| Global Assets Advisory, LLC | 0.08% | New | 4,407 | $276K |
| Investment Management Trust, LLC | 0.27% | — | 4,392 | $275K |
| Silver Grove Financial Group, Inc. | 0.22% | Add +0.2% | 4,357 | $273K |
| LVW Advisors, LLC | 0.03% | New | 4,353 | $272K |
| Facet Wealth, Inc. | 0.00% | Add +29.7% | 4,306 | $269K |
| Oregon Pacific Wealth Management, LLC | 0.28% | Reduce -57.5% | 4,233 | $265K |
| Pacific Sun Financial Corp | 0.13% | Add +10.9% | 4,154 | $260K |
| Fisher Asset Management | 0.00% | New | 4,138 | $259K |
| Sentinel Pension Advisors, LLC | 0.04% | Reduce -0.8% | 4,136 | $259K |
| BIP Wealth, LLC | 0.01% | Reduce -3.0% | 4,125 | $258K |
| Aurora Private Wealth, Inc. | 0.18% | No change | 4,201 | $258K |
| Integrated Advisors Network LLC | 0.01% | Add +16.5% | 4,071 | $255K |
| Fiduciary Financial Group, LLC | 0.03% | Add +0.0% | 4,054 | $254K |
| Roan Capital Partners | 0.23% | — | 4,050 | $253K |
| Chapin Davis, Inc. | 0.06% | Add +11.0% | 4,050 | $253K |
| Brighton Jones LLC | 0.01% | New | 4,026 | $252K |
| Red Reef Advisors LLC | 0.26% | Reduce -1.4% | 4,003 | $250K |
| Capital Advisors Wealth Management, LLC | 0.03% | Reduce -26.4% | 3,911 | $245K |
| Marin Bay Wealth Advisors, LLC | 0.15% | New | 3,898 | $244K |
| Sankala Group LLC | 0.20% | Reduce -8.5% | 3,920 | $244K |
| Twin Peaks Wealth Advisors, LLC | 0.06% | Add +0.1% | 3,887 | $243K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 3,852 | $241K |
| Accel Wealth Management | 0.06% | No change | 3,844 | $240K |
| SteelPeak Wealth, LLC | 0.01% | Add +6.9% | 3,780 | $236K |
| WESPAC Advisors SoCal, LLC | 0.05% | Reduce -1.3% | 3,775 | $236K |
| Leo Wealth, LLC | 0.02% | New | 3,760 | $235K |
| Perissos Private Wealth Management, LLC | 0.20% | Reduce -68.4% | 3,739 | $234K |
| KPP Advisory Services LLC | 0.03% | Reduce -9.4% | 3,720 | $233K |
| Benson Wealth Management INC | 0.32% | Reduce -1.3% | 3,685 | $231K |
| Simplicity Wealth,LLC | 0.01% | New | 3,678 | $230K |
| Kennedy Investment Group, Inc. | 0.09% | Reduce -5.0% | 3,667 | $229K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -62.8% | 3,666 | $229K |
| Bluedoor Private Wealth, LLC | 0.11% | Add +2.2% | 3,665 | $229K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -10.0% | 3,652 | $228K |
| Certuity, LLC | 0.01% | Add +1.3% | 3,639 | $228K |
| Cornerstone Planning, LLC | 0.05% | New | 3,639 | $228K |
| Instrumental Wealth, LLC | 0.14% | No change | 3,627 | $227K |
| Beacon Bridge Wealth Partners, LLC | 0.08% | Add +2.4% | 3,616 | $226K |
| Novak & Powell Financial Services, Inc. | 0.12% | Reduce -12.2% | 3,582 | $224K |
| United Advisor Group, LLC | 0.03% | New | 3,567 | $223K |
| Argent Trust Co | 0.01% | No change | 3,541 | $222K |
| Elevation Wealth Management LLC | 0.20% | New | 3,534 | $221K |
| Castle Rock Wealth Management, LLC | 0.05% | New | 3,498 | $219K |
| ProCore Advisors, LLC | 0.33% | Reduce -8.1% | 3,482 | $218K |
| Ruggaard & Associates LLC | 0.09% | No change | 3,470 | $217K |
| Turning Point Benefit Group, Inc. | 0.14% | Add +127.8% | 4,371 | $215K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 3,417 | $214K |
| NewEdge Wealth, LLC | 0.00% | Reduce -29.4% | 3,417 | $214K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,397 | $213K |
| 1 North Wealth Services LLC | 0.08% | Add +2.8% | 3,393 | $212K |
| Delta Investment Management, LLC | 0.04% | Reduce -15.8% | 3,376 | $211K |
| Herold Advisors, Inc. | 0.05% | New | 3,340 | $209K |
| COFG Advisors, LLC | 0.05% | New | 3,329 | $208K |
| Empower Advisory Group, LLC | 0.00% | New | 3,299 | $206K |
| Cottage Street Advisors LLC | 0.09% | New | 3,268 | $204K |
| Waldron Private Wealth LLC | 0.01% | New | 3,245 | $203K |
| Lowery Thomas, LLC | 0.12% | New | 3,234 | $202K |
| Tradition Wealth Management, LLC | 0.01% | New | 3,213 | $201K |
| Whittier Trust Co. | 0.00% | Reduce -1.4% | 3,196 | $200K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.0% | 3,153 | $197K |
| Realta Investment Advisors | 0.07% | Reduce -8.3% | 3,068 | $192K |
| Mather Group, Llc. | 0.00% | New | 3,058 | $191K |
| Murphy & Mullick Capital Management Corp | 0.14% | Add +0.7% | 3,012 | $188K |
| Signaturefd, LLC | 0.00% | No change | 2,893 | $181K |
| Flagship Wealth Advisors, LLC | 0.08% | No change | 3,250 | $179K |
| S.A. Mason LLC | 0.07% | Add +3.7% | 2,795 | $175K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Reduce -22.6% | 2,791 | $175K |
| Natixis | 0.00% | New | 2,750 | $172K |
| Coastline Trust Co | 0.02% | Add +95.0% | 2,635 | $165K |
| WFA of San Diego, LLC | 0.13% | Add +0.1% | 2,547 | $159K |
| Legacy Wealth Managment, LLC | 0.08% | Add +1.3% | 2,434 | $152K |
| Hamrick Investment Counsel, llc | 0.08% | New | 2,320 | $145K |
| Asset Dedication, LLC | 0.01% | Add +1.4% | 2,154 | $135K |
| DHJJ Financial Advisors, Ltd. | 0.04% | Add +0.1% | 1,970 | $123K |
| Triumph Capital Management | 0.03% | Reduce -3.1% | 1,968 | $123K |
| LRI Investments, LLC | 0.01% | Reduce -5.5% | 1,874 | $117K |
| TD Capital Management LLC | 0.01% | Add +8.8% | 1,833 | $115K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +15.8% | 1,821 | $114K |
| McIlrath & Eck, LLC | 0.01% | Reduce -31.1% | 1,785 | $112K |
| Blue Trust, Inc. | 0.00% | No change | 1,719 | $108K |
| Orion Capital Management LLC | 0.04% | No change | 1,700 | $106K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -3.5% | 1,665 | $104K |
| Anchor Investment Management, LLC | 0.01% | Add +3.5% | 1,605 | $100K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,585 | $99K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,568 | $98K |
| Crewe Advisors LLC | 0.01% | Reduce -3.6% | 1,460 | $91K |
| MCF Advisors LLC | 0.00% | Add +561.0% | 1,322 | $83K |
| High Note Wealth, LLC | 0.02% | No change | 1,317 | $82K |
| Trust Co. of Toledo NA | 0.01% | No change | 1,280 | $80K |
| Arlington Trust Co LLC | 0.01% | No change | 1,280 | $80K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +11.8% | 1,228 | $77K |
| McGuire Capital Advisors Inc. | 0.05% | No change | 1,206 | $75K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -34.9% | 1,165 | $73K |
| Bessemer Group Inc. | 0.00% | Add +91.2% | 1,147 | $72K |
| Hilltop National Bank | 0.02% | No change | 1,100 | $69K |
| United Community Bank | 0.02% | New | 1,067 | $67K |
| CENTRAL TRUST Co | 0.00% | No change | 1,067 | $67K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,055 | $66K |
| SRH Advisors, LLC | 0.02% | No change | 1,040 | $65K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +1.0% | 1,032 | $65K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 994 | $62K |
| Crews Bank & Trust | 0.01% | No change | 926 | $58K |
| Colonial Trust Co / SC | 0.01% | Add +80.7% | 896 | $56K |
| Montag A & Associates Inc. | 0.00% | No change | 890 | $56K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 889 | $56K |
| Missouri Trust & Investment Co | 0.02% | No change | 861 | $54K |
| Larson Financial Group LLC | 0.00% | Add +106.7% | 837 | $52K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 834 | $52K |
| JTC Employer Solutions Trustee Ltd | 0.00% | New | 780 | $49K |
| MidFirst Bank | 0.00% | Reduce -18.5% | 765 | $48K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -20.9% | 763 | $48K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 714 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 706 | $44K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.2% | 707 | $44K |
| HM Payson & Co. | 0.00% | New | 675 | $42K |
| 2UniFi Bank | 0.02% | No change | 650 | $41K |
| Bogart Wealth, LLC | 0.00% | Add +6.2% | 649 | $41K |
| Capital & Planning, LLC | 0.02% | New | 612 | $38K |
| First Horizon Corp. | 0.00% | No change | 603 | $38K |
| GAMMA Investing LLC | 0.00% | No change | 585 | $37K |
| SouthState Bank Corp | 0.00% | New | 584 | $37K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 578 | $36K |
| Kingdom Financial Group LLC. | 0.01% | Add +334.6% | 578 | $36K |
| Register Financial Advisors LLC | 0.01% | Reduce -8.7% | 525 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 512 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 506 | $32K |
| Redwood Park Advisors LLC | 0.02% | No change | 500 | $31K |
| American Capital Advisory, LLC | 0.01% | No change | 500 | $31K |
| Franklin Resources Inc. | 0.00% | No change | 500 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 485 | $30K |
| Costello Asset Management, INC | 0.01% | Add +1.5% | 484 | $30K |
| Investors Research Corp | 0.01% | No change | 475 | $30K |
| Hughes Financial Services, LLC | 0.00% | No change | 427 | $27K |
| Richardson Financial Services Inc. | 0.02% | New | 390 | $24K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 385 | $24K |
| KM Capital Management Ltd. | 0.02% | New | 380 | $24K |
| Key Capital Management, INC | 0.02% | Add +50.8% | 380 | $24K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 380 | $24K |
| Nvwm, LLC | 0.01% | No change | 359 | $22K |
| Founders Financial Alliance, LLC | 0.00% | No change | 354 | $22K |
| Salem Investment Counselors Inc. | 0.00% | New | 350 | $22K |
| Synergy Investment Management, LLC | 0.01% | New | 346 | $22K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 340 | $21K |
| Vanguard Advisers Inc. | 0.00% | — | 328 | $21K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -21.9% | 320 | $20K |
| Abound Wealth Management | 0.00% | No change | 295 | $18K |
| SHP Wealth Management | 0.00% | Add +0.4% | 282 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +0.7% | 277 | $17K |
| Caitlin John, LLC | 0.01% | Add +1.1% | 274 | $17K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 253 | $16K |
| Three Bearings Fiduciary Advisors, Inc. | 0.01% | No change | 248 | $16K |
| Wall Street Financial Group, Inc. | 0.01% | New | 245 | $15K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 243 | $15K |
| Nemes Rush Group LLC | 0.00% | No change | 240 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | Add +27.7% | 240 | $15K |
| Destiny Wealth Partners, LLC | 0.00% | New | 229 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 222 | $14K |
| Hollencrest Capital Management | 0.00% | Add +0.5% | 219 | $14K |
| American National Bank & Trust | 0.00% | Reduce -42.1% | 206 | $13K |
| NFSG Corp | 0.00% | Reduce -76.9% | 203 | $13K |
| IAG Wealth Partners, LLC | 0.00% | No change | 200 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -4.0% | 190 | $12K |
| Gen-Wealth Partners Inc | 0.00% | No change | 177 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 176 | $11K |
| Align Financial, LLC | 0.01% | Reduce -98.3% | 170 | $11K |
| Networth Advisors, LLC | 0.01% | New | 162 | $10K |
| Simplex Trading, LLC | 0.00% | Reduce -71.2% | 155 | $10K |
| National Bank of Canada | 0.00% | No change | 150 | $9K |
| Operose Advisors LLC | 0.00% | No change | 146 | $9K |
| Protective Life Corp. | 0.03% | New | 145 | $9K |
| Evergreen Advisors, LLC | 0.00% | New | 135 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 129 | $8K |
| Sachetta, LLC | 0.00% | Reduce -9.4% | 125 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 110 | $7K |
| WealthShield Partners, LLC | 0.00% | New | 102 | $6K |
| Anfield Capital Management, LLC | 0.00% | No change | 102 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 88 | $6K |
| Clark Wealth Partners | 0.00% | No change | 87 | $5K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 84 | $5K |
| True Link Financial Advisors, LLC | 0.00% | New | 82 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 86 | $5K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 78 | $5K |
| Winch Advisory Services, LLC | 0.00% | No change | 58 | $4K |
| MBM Wealth Consultants, LLC | 0.00% | New | 55 | $3K |
| Parallel Advisors, LLC | 0.00% | New | 54 | $3K |
| CVA Family Office, LLC | 0.00% | New | 40 | $3K |
| Security National Bank | 0.00% | New | 37 | $2K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 35 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 30 | $2K |
| Rossby Financial, LCC | 0.00% | New | 22 | $1K |
| Go Invest LLC | 0.00% | Add +5.6% | 19 | $1K |
| Trust Co | 0.00% | No change | 10 | $628 |
| Kelleher Financial Advisors | 0.00% | No change | 11 | $606 |
| Dogwood Wealth Management LLC | 0.00% | No change | 1 | $52 |
"% 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.