Invesco Nasdaq 100 ETFQQQMETF
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 868 institutions reported holding Invesco Nasdaq 100 ETF (QQQM) in their 13F filings, up 16 from Q4 2024. 95 opened new positions and 70 sold out. The largest holders were Invesco Ltd. ($1.8B), LPL Financial LLC ($1.4B) and Envestnet Asset Management Inc. ($1.4B). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Nasdaq 100 ETF
- CUSIP
- 46138G649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $182.4M |
| Exits | 70 | $859.0M |
All 13F filers, Q4 2024 → Q1 2025: 7,363,994 shares bought and 10,276,227 shares sold, net −2,912,233 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 868 holders
| Invesco Ltd. | 0.33% | Reduce -2.2% | 9,119,806 | $1.8B |
| LPL Financial LLC | 0.56% | Add +5.7% | 7,457,233 | $1.4B |
| Envestnet Asset Management Inc. | 0.46% | Reduce -2.7% | 7,448,763 | $1.4B |
| First Command Advisory Services, Inc. | 8.48% | Reduce -0.5% | 4,829,868 | $884.8M |
| National Mutual Insurance Federation of Agricultural Cooperatives | 5.66% | Add +5.9% | 3,265,000 | $630.2M |
| Morgan Stanley | 0.04% | Add +10.9% | 3,110,518 | $600.4M |
| Northwestern Mutual Wealth Management Co. | 0.46% | Add +14.4% | 2,933,060 | $566.1M |
| PNC Financial Services Group, Inc. | 0.25% | Reduce -2.7% | 2,515,521 | $485.5M |
| FMR LLC | 0.03% | Add +5.8% | 2,394,226 | $462.1M |
| Clal Insurance Enterprises Holdings Ltd | 4.45% | Reduce -50.4% | 2,230,663 | $430.6M |
| Raymond James Financial Inc. | 0.16% | Add +23.7% | 2,201,585 | $424.9M |
| Meitav Investment House Ltd. | 6.30% | Reduce -1.1% | 1,771,739 | $341.8M |
| Ameriprise Financial Inc. | 0.08% | Add +4.5% | 1,597,517 | $308.3M |
| Jones Financial Companies LLLP | 0.22% | Add +48.1% | 1,262,644 | $243.8M |
| Cetera Investment Advisers | 0.46% | Add +9.3% | 1,236,817 | $238.7M |
| Bank of America Corp. | 0.02% | Add +15.8% | 1,134,149 | $218.9M |
| Wealth Enhancement Advisory Services, LLC | 0.42% | Reduce -31.0% | 1,125,021 | $217.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.84% | Add +1.6% | 1,071,038 | $206.8M |
| Osaic Holdings, Inc. | 0.39% | Add +23.1% | 903,692 | $174.5M |
| Commonwealth Equity Services, LLC | 0.24% | Add +35.6% | 860,358 | $166.1M |
| Gerber Kawasaki Wealth & Investment Management | 7.28% | Add +3.6% | 839,751 | $162.1M |
| Provida Pension Fund Administrator | 3.18% | Add +322.4% | 818,020 | $157.9M |
| Bank of New York Mellon Corp | 0.03% | Reduce -28.1% | 747,926 | $144.4M |
| Royal Bank of Canada | 0.03% | Reduce -6.7% | 667,653 | $128.9M |
| UBS Group AG | 0.03% | Reduce -15.0% | 639,200 | $123.4M |
| Private Advisor Group, LLC | 0.71% | Reduce -12.0% | 609,966 | $117.7M |
| Nissay Asset Management Corp. /Japan | 0.73% | Add +88.5% | 578,345 | $111.6M |
| MML Investors Services, LLC | 0.31% | Add +5.1% | 477,830 | $92.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | New | 470,494 | $90.8M |
| Banco Santander, S.A. | 0.99% | Reduce -6.8% | 463,120 | $89.4M |
| Yelin Lapidot Holdings Management Ltd. | 16.39% | Reduce -0.0% | 439,582 | $84.8M |
| Hollencrest Capital Management | 3.58% | Reduce -0.5% | 422,453 | $81.5M |
| Frank, Rimerman Advisors LLC | 6.46% | Reduce -4.7% | 422,451 | $81.5M |
| RFG Advisory, LLC | 2.15% | Add +7.9% | 411,699 | $79.5M |
| Bogart Wealth, LLC | 3.68% | Add +0.9% | 404,024 | $78.0M |
| Mariner, LLC | 0.12% | Add +6.4% | 383,439 | $74.0M |
| Taiyo Life Insurance Co. | 6.63% | Reduce -21.8% | 383,000 | $73.9M |
| Main Management Fund Advisors LLC | 10.75% | Add +9.7% | 380,100 | $73.4M |
| Cerity Partners LLC | 0.15% | Reduce -2.6% | 370,713 | $71.6M |
| Sax Wealth Advisors, LLC | 5.01% | Add +5.0% | 362,242 | $69.9M |
| Cresset Asset Management, LLC | 0.27% | Add +26.6% | 283,371 | $54.7M |
| US Bancorp \de | 0.07% | Add +202.1% | 282,559 | $54.5M |
| Thrivent Financial for Lutherans | 0.12% | No change | 251,852 | $53.3M |
| Two Sigma Investments, LP | 0.12% | Add +810.0% | 264,800 | $51.1M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -11.4% | 253,891 | $49.0M |
| JPMorgan Chase & Co. | 0.00% | Add +312.7% | 251,553 | $48.6M |
| Equitable Holdings, Inc. | 0.45% | Add +15.2% | 245,549 | $47.4M |
| Avantax Advisory Services, Inc. | 0.29% | Reduce -2.0% | 244,230 | $47.1M |
| Rational Advisors, Inc. | 4.91% | Reduce -8.7% | 242,673 | $46.8M |
| Payden & Rygel | 4.02% | Add +0.0% | 242,572 | $46.8M |
| Ieq Capital, LLC | 0.36% | Add +14.6% | 233,056 | $45.0M |
| Whelan Financial | 17.33% | Reduce -2.3% | 230,802 | $44.5M |
| Integrated Wealth Concepts LLC | 0.52% | Add +13.3% | 230,640 | $44.5M |
| PKO Investment Management Joint-Stock Co | 4.82% | No change | 220,000 | $42.5M |
| Western Wealth Management, LLC | 2.59% | Reduce -0.1% | 202,093 | $39.0M |
| Mainstay Capital Management LLC | 5.13% | Reduce -34.6% | 193,733 | $37.4M |
| Waddell & Associates, LLC | 4.50% | Add +0.6% | 192,102 | $37.1M |
| Syntegra Private Wealth Group, LLC | 4.33% | Reduce -3.0% | 191,973 | $37.1M |
| Scarborough Advisors, LLC | 5.13% | Add +4.7% | 186,703 | $36.0M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -11.0% | 177,653 | $34.3M |
| Truist Financial Corp. | 0.05% | Reduce -7.9% | 174,652 | $33.7M |
| Main Management LLC | 2.94% | Reduce -8.1% | 173,198 | $33.4M |
| TruWealth Advisors, LLC | 2.00% | Reduce -2.3% | 171,710 | $33.1M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Reduce -3.6% | 171,392 | $33.1M |
| One Day In July LLC | 3.24% | Add +16.6% | 167,462 | $32.3M |
| Leith Wheeler Investment Counsel Ltd. | 2.19% | Add +0.4% | 163,184 | $31.5M |
| Tobias Financial Advisors, Inc. | 6.04% | Add +0.5% | 161,094 | $31.1M |
| Denver Wealth Management, Inc. | 14.12% | Add +3.9% | 160,441 | $31.0M |
| Aveo Capital Partners, LLC | 5.06% | Add +29.9% | 152,904 | $30.4M |
| Fusion Family Wealth, LLC | 2.71% | Reduce -2.6% | 152,697 | $29.5M |
| D'Orazio & Associates, Inc. | 4.48% | Add +4.8% | 152,111 | $29.4M |
| Verde Capital Management | 8.05% | Add +2.4% | 146,581 | $28.3M |
| Arthur M. Cohen & Associates, LLC | 5.42% | Add +7.7% | 146,338 | $28.2M |
| Luken Investment Analytics, LLC | 13.03% | Reduce -22.2% | 144,210 | $27.8M |
| EP Wealth Advisors, LLC | 0.22% | Reduce -1.4% | 144,061 | $27.8M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -4.3% | 143,811 | $27.8M |
| Lodestar Private Asset Management LLC | 3.34% | Add +3.4% | 137,597 | $26.6M |
| Stewardship Advisors, LLC | 7.15% | Add +6.3% | 137,126 | $26.5M |
| Highland Financial Advisors, LLC | 9.15% | Add +4.7% | 132,584 | $25.6M |
| Smith Chas P & Associates Pa Cpas | 1.47% | Add +0.8% | 131,028 | $25.3M |
| Whitaker-Myers Wealth Managers, LTD. | 6.93% | Reduce -7.9% | 127,989 | $24.7M |
| HighTower Advisors, LLC | 0.03% | Add +177.6% | 127,639 | $24.6M |
| 360 Financial, Inc. | 8.83% | Add +8.7% | 126,431 | $24.4M |
| Waterloo Capital, L.P. | 2.24% | Add +14.0% | 124,509 | $24.0M |
| Steward Partners Investment Advisory, LLC | 0.21% | Reduce -13.3% | 122,993 | $23.7M |
| B&D White Capital Company, LLC | 3.50% | Add +16.8% | 122,869 | $23.7M |
| Global Wealth Strategies & Associates | 7.15% | Add +4.0% | 122,172 | $23.6M |
| SOL Capital Management CO | 2.57% | Add +15.0% | 120,816 | $23.3M |
| NewEdge Advisors, LLC | 0.14% | Add +4.8% | 120,330 | $23.2M |
| Sterling Investment Counsel, LLC | 7.84% | Add +79.5% | 118,655 | $22.9M |
| Focus Partners Wealth | 0.06% | Add +46.1% | 116,179 | $22.4M |
| Affinity Wealth LLC | 22.33% | Add +5.0% | 113,109 | $21.8M |
| Adamsbrown Wealth Consultants LLC | 6.80% | Add +4.6% | 112,233 | $21.7M |
| JP Wealth Management, Inc. | 17.45% | Add +5.3% | 112,194 | $21.7M |
| Financial Partners Group, Inc | 3.32% | Reduce -0.5% | 111,576 | $21.5M |
| Apriem Advisors | 2.52% | Add +24.9% | 111,363 | $21.5M |
| Horizon Wealth Management, LLC | 3.58% | Reduce -0.1% | 110,088 | $21.2M |
| IFG Advisors, LLC | 4.09% | Add +13.8% | 110,021 | $21.2M |
| Parkside Advisors LLC | 5.09% | Reduce -2.2% | 109,488 | $21.1M |
| Latko Wealth Management, Ltd. | 13.43% | Reduce -7.1% | 107,305 | $20.7M |
| Gladstone Institutional Advisory LLC | 0.94% | Add +1.3% | 104,514 | $20.2M |
| Prosperity Consulting Group, LLC | 1.54% | Add +2.4% | 103,273 | $19.9M |
| Advisors Preferred, LLC | 2.58% | Add +5.4% | 98,840 | $19.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.26% | Add +1.8% | 96,160 | $18.6M |
| Hudock, Inc. | 3.24% | Add +1.9% | 96,029 | $18.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.54% | Reduce -1.2% | 94,665 | $18.3M |
| Signal Advisors Wealth, LLC | 1.77% | Add +7.7% | 93,922 | $18.1M |
| Thoroughbred Financial Services, LLC | 1.12% | Add +14.2% | 92,953 | $17.9M |
| Foguth Wealth Management, LLC. | 4.28% | Reduce -0.9% | 91,434 | $17.6M |
| Kingsview Wealth Management, LLC | 0.33% | Add +168.6% | 90,583 | $17.5M |
| Spectrum Wealth Advisory Group, LLC | 8.36% | Add +6.3% | 90,275 | $17.4M |
| Adapt Wealth Advisors, LLC | 8.47% | Add +3.5% | 89,937 | $17.4M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -3.6% | 89,411 | $17.3M |
| Diversified Enterprises, LLC | 1.45% | Add +1.0% | 89,157 | $17.2M |
| AAF Wealth Management, LLC | 9.22% | Reduce -13.0% | 88,468 | $17.1M |
| Exchange Traded Concepts, LLC | 0.30% | Reduce -76.5% | 87,402 | $16.9M |
| Atlas Legacy Advisors, LLC | 4.20% | New | 81,452 | $16.5M |
| Cwm, LLC | 0.07% | Add +580.8% | 85,159 | $16.4M |
| Ancora Advisors LLC | 0.36% | Reduce -2.4% | 84,537 | $16.3M |
| Orion Porfolio Solutions, LLC | 0.16% | Reduce -29.4% | 83,221 | $16.1M |
| Orion Portfolio Solutions, LLC | 0.16% | Reduce -29.4% | 83,221 | $16.1M |
| United Advisor Group, LLC | 3.29% | Add +177.9% | 83,145 | $16.0M |
| VestGen Advisors, LLC | 0.72% | — | 82,109 | $15.8M |
| KPP Advisory Services LLC | 2.96% | Add +9.3% | 80,698 | $15.6M |
| EdgeRock Capital LLC | 10.99% | Reduce -41.5% | 79,892 | $15.4M |
| Merit Financial Group, LLC | 0.23% | Add +382.6% | 78,977 | $15.2M |
| Solano Wealth Investment Advisors LLC | 9.33% | Add +3.5% | 78,126 | $15.1M |
| Citizens Financial Group Inc. | 0.30% | Add +8.5% | 77,743 | $15.0M |
| Retirement Financial Solutions, LLC | 5.77% | Add +3.7% | 76,736 | $14.8M |
| Transamerica Financial Advisors, LLC | 1.49% | Add +2.8% | 75,824 | $14.6M |
| Stifel Financial Corp. | 0.02% | Reduce -1.3% | 75,021 | $14.5M |
| Marmo Financial Group, LLC | 7.88% | Reduce -4.3% | 74,595 | $14.4M |
| Jackson Wealth Management, LLC | 1.73% | Add +0.6% | 73,635 | $14.2M |
| Focus Financial Network, Inc. | 0.58% | Reduce -3.4% | 73,618 | $14.2M |
| GTS Securities LLC | 0.59% | Add +56.0% | 70,213 | $13.6M |
| Running Point Capital Advisors, LLC | 4.29% | Add +1.0% | 70,054 | $13.5M |
| Barings LLC | 0.34% | Reduce -5.3% | 69,013 | $13.3M |
| Hunter Associates Investment Management LLC | 2.05% | Add +11.4% | 68,644 | $13.3M |
| Journey Strategic Wealth LLC | 0.46% | Reduce -15.0% | 68,286 | $13.2M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -66.0% | 67,348 | $13.0M |
| Nomura Asset Management Co. Ltd. | 0.04% | Reduce -70.6% | 67,325 | $13.0M |
| Modus Advisors, LLC | 4.25% | Reduce -0.6% | 67,204 | $13.0M |
| Empire Life Investments Inc. | 0.84% | No change | 67,000 | $12.9M |
| StoneCrest Wealth Management, Inc. | 8.03% | Reduce -0.1% | 65,505 | $12.6M |
| Rollins Financial Advisors, LLC | 2.20% | Add +14.2% | 65,358 | $12.6M |
| Investment Planning Advisors, Inc. | 5.12% | Add +8.3% | 65,270 | $12.6M |
| IHT Wealth Management, LLC | 0.39% | Add +120.1% | 64,159 | $12.4M |
| GPS Wealth Strategies Group, LLC | 1.66% | Reduce -0.5% | 63,869 | $12.3M |
| Level Four Advisory Services, LLC | 0.49% | Add +16.1% | 61,961 | $12.0M |
| Apexium Financial, LP | 0.69% | Add +10.5% | 60,317 | $11.6M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +23.2% | 58,728 | $11.3M |
| Forge Financial Services LLC | 9.91% | Add +4.6% | 58,120 | $11.2M |
| Axxcess Wealth Management, LLC | 0.30% | Reduce -19.6% | 57,393 | $11.1M |
| Avior Wealth Management, LLC | 0.41% | Add +0.3% | 56,114 | $10.8M |
| Compass Financial Services Inc | 5.63% | Add +5.4% | 55,559 | $10.7M |
| Betterment LLC | 0.03% | Add +89.1% | 55,117 | $10.6M |
| Future Financial Wealth Managment LLC | 7.70% | Add +20.4% | 54,389 | $10.5M |
| Brookstone Capital Management | 0.15% | Add +16.3% | 53,961 | $10.4M |
| Asset Allocation Strategies LLC | 2.52% | Reduce -6.9% | 52,533 | $10.1M |
| Creative Planning | 0.01% | Add +13.3% | 52,409 | $10.1M |
| Wall Street Financial Group, Inc. | 10.45% | Reduce -2.0% | 52,251 | $10.1M |
| Barclays PLC | 0.00% | Add +45.0% | 51,718 | $10.0M |
| CAP Partners, LLC | 7.17% | Add +379.0% | 51,175 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.6% | 51,164 | $9.9M |
| Strategic Financial Concepts, LLC | 1.78% | Add +11.0% | 49,141 | $9.5M |
| Lowery Thomas, LLC | 6.26% | Reduce -0.9% | 47,377 | $9.1M |
| World Investment Advisors | 0.23% | Add +9.2% | 46,656 | $9.0M |
| Advisors Capital Management, LLC | 0.14% | Reduce -6.0% | 46,024 | $8.9M |
| Financial Advocates Investment Management | 0.62% | Add +32.0% | 45,539 | $8.8M |
| Oppenheimer & Co. Inc. | 0.13% | Add +28.5% | 45,129 | $8.7M |
| Stratos Wealth Partners, LTD. | 0.13% | Reduce -36.2% | 44,973 | $8.7M |
| Roundview Capital LLC | 0.61% | Add +16.9% | 43,905 | $8.5M |
| Ethos Financial Group, LLC | 0.80% | No change | 39,573 | $8.3M |
| Congress Park Capital LLC | 3.12% | Add +8.9% | 42,727 | $8.2M |
| Trivium Point Advisory, LLC | 1.02% | Reduce -25.5% | 42,668 | $8.2M |
| AlTi Global, Inc. | 0.21% | Reduce -12.1% | 42,200 | $8.1M |
| Rehmann Capital Advisory Group | 0.51% | Add +3.6% | 42,095 | $8.1M |
| SG Americas Securities, LLC | 0.03% | Reduce -1.0% | 41,863 | $8.1M |
| Aptus Capital Advisors, LLC | 0.09% | Add +8.6% | 41,771 | $8.1M |
| Citadel Advisors | 0.01% | Add +259.9% | 41,180 | $7.9M |
| Secure Asset Management, LLC | 1.60% | Add +26.2% | 40,982 | $7.9M |
| Anchor Investment Management, LLC | 0.73% | Reduce -3.9% | 40,400 | $7.8M |
| Coppell Advisory Solutions LLC | 1.07% | Add +646.5% | 16,267 | $7.7M |
| Brueske Advisory Services, LLC | 7.27% | Add +2.9% | 39,790 | $7.7M |
| Clark Wealth Partners | 5.65% | Add +3.4% | 39,475 | $7.6M |
| Wick Capital Partners, LLC | 2.26% | Reduce -2.8% | 39,264 | $7.6M |
| Elios Financial Group Inc. | 3.73% | Reduce -9.0% | 39,179 | $7.6M |
| AQR Capital Management | 0.01% | Add +35.6% | 38,723 | $7.5M |
| Wealthfront Advisers LLC | 0.02% | Add +24.9% | 38,380 | $7.4M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -0.2% | 38,277 | $7.4M |
| Guardian Asset Advisors, LLC | 4.79% | Add +6.9% | 38,031 | $7.3M |
| MAI Capital Management | 0.06% | Add +12.9% | 37,808 | $7.3M |
| Tide Cove Capital Partners LLC | 6.22% | Reduce -0.7% | 37,033 | $7.1M |
| Capstone Wealth Management Group, LLC | 4.07% | Add +9.6% | 36,933 | $7.1M |
| AssuredPartners Investment Advisors, LLC | 1.37% | Add +5.3% | 36,803 | $7.1M |
| Analyst IMS Investment Management Services Ltd. | 0.27% | No change | 36,458 | $7.0M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +9.6% | 36,412 | $7.0M |
| WBH Advisory Inc. | 0.66% | Reduce -0.2% | 36,389 | $7.0M |
| Sepio Capital, LP | 0.56% | Add +118.9% | 36,350 | $7.0M |
| ORG Partners LLC | 1.76% | Reduce -63.2% | 21,361 | $6.9M |
| WJ Wealth Management, LLC | 2.43% | Reduce -14.8% | 35,598 | $6.9M |
| Schroder Investment Management Group | 0.01% | New | 35,286 | $6.8M |
| Sims Investment Management, LLC | 3.04% | Add +67.6% | 35,222 | $6.8M |
| Atlas Private Wealth Advisors | 0.94% | Add +204.7% | 34,985 | $6.8M |
| AdvisorNet Financial, Inc | 0.48% | Add +3.5% | 33,815 | $6.5M |
| TTP Investments, Inc. | 2.71% | New | 33,352 | $6.4M |
| Strategent Financial, LLC | 5.76% | New | 32,993 | $6.4M |
| Kennicott Capital Management LLC | 4.15% | New | 32,963 | $6.4M |
| Collaborative Wealth Managment Inc. | 2.94% | Reduce -2.4% | 32,596 | $6.3M |
| Petix & Botte Co | 1.62% | Add +37.7% | 31,880 | $6.2M |
| &partners | 0.07% | Add +28.3% | 31,882 | $6.2M |
| Echo45 Advisors LLC | 4.07% | Reduce -0.6% | 31,532 | $6.1M |
| Wells Fargo & Company | 0.00% | Reduce -8.3% | 31,521 | $6.1M |
| Modern Wealth Management, LLC | 0.19% | Add +0.6% | 31,492 | $6.1M |
| Central Pacific Bank - Trust Division | 0.88% | New | 31,349 | $6.1M |
| Raub Brock Capital Management LP | 1.34% | New | 31,146 | $6.0M |
| Vontobel Holding Ltd. | 0.02% | Reduce -17.1% | 30,600 | $5.9M |
| Cornerstone Wealth Management, LLC | 0.40% | Add +6.3% | 30,588 | $5.9M |
| Prospera Financial Services Inc | 0.14% | Add +30.5% | 30,434 | $5.9M |
| Vance Wealth, LLC | 2.21% | Reduce -1.3% | 30,404 | $5.9M |
| JBR Co Financial Management Inc | 3.38% | Add +16.5% | 29,975 | $5.8M |
| Christopher J. Hasenberg, Inc | 2.39% | Reduce -0.5% | 29,593 | $5.8M |
| Citigroup Inc. | 0.00% | Add +13.8% | 29,765 | $5.7M |
| Highline Wealth Partners LLC | 1.91% | Add +80.2% | 29,372 | $5.7M |
| Evensky & Katz LLC | 0.38% | Add +27.5% | 29,131 | $5.6M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -37.7% | 27,309 | $5.6M |
| One Capital Management, LLC | 0.19% | Add +2.7% | 28,773 | $5.6M |
| Byrne Financial Freedom, LLC | 3.12% | Add +70.6% | 28,467 | $5.5M |
| Prevail Innovative Wealth Advisors, LLC | 1.46% | Add +46.5% | 28,450 | $5.5M |
| Fortis Group Advisors, LLC | 1.06% | Reduce -59.2% | 28,397 | $5.5M |
| Cooper Capital Advisors LLC | 5.86% | Reduce -4.7% | 28,315 | $5.5M |
| Clear Creek Financial Management, LLC | 0.56% | Reduce -3.2% | 27,971 | $5.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.43% | Add +86.1% | 27,726 | $5.4M |
| Agp Franklin, LLC | 3.30% | Reduce -3.1% | 28,357 | $5.3M |
| Hickory Asset Management, Inc. | 4.75% | Reduce -1.8% | 27,685 | $5.3M |
| HBW Advisory Services LLC | 0.75% | Reduce -8.6% | 27,408 | $5.3M |
| Prism Advisors, Inc. | 1.62% | Reduce -3.7% | 27,231 | $5.3M |
| Rovin Capital /Ut/ | 1.69% | Reduce -54.9% | 27,131 | $5.2M |
| Sowell Financial Services LLC | 0.24% | Reduce -14.5% | 27,120 | $5.2M |
| GWN Securities Inc. | 0.29% | Add +1874.6% | 24,090 | $5.1M |
| First Heartland Consultants, Inc. | 0.52% | Add +5.3% | 26,337 | $5.1M |
| Summit Financial Consulting LLC | 4.72% | — | 26,331 | $5.1M |
| Bokf, NA | 0.09% | Reduce -4.5% | 25,526 | $4.9M |
| Safeguard Investment Advisory Group, LLC | 1.33% | Add +2.3% | 25,378 | $4.9M |
| MPWM Advisory Solutions, LLC | 3.52% | Reduce -3.2% | 25,147 | $4.9M |
| Advisor Resource Council | 0.39% | New | 29,317 | $4.9M |
| Advisory Services Network, LLC | 0.09% | Add +3.0% | 25,042 | $4.8M |
| Carnegie Investment Counsel | 0.11% | Add +10.6% | 27,649 | $4.8M |
| Rooted Wealth Advisors, Inc. | 2.05% | Add +24.6% | 27,276 | $4.8M |
| Redwood Financial Network Corp | 3.56% | Add +4.6% | 24,248 | $4.7M |
| Cornerstone Financial Group, LLC | 4.17% | Reduce -1.8% | 22,169 | $4.6M |
| Enclave Advisors LLC | 0.79% | Add +1145.3% | 23,860 | $4.6M |
| National Wealth Management Group, LLC | 3.01% | Add +94.6% | 23,740 | $4.6M |
| Pine Valley Investments Ltd Liability Co | 0.29% | Reduce -0.1% | 23,713 | $4.6M |
| Toth Financial Advisory Corp. | 0.54% | Reduce -0.8% | 23,123 | $4.5M |
| AGH Wealth Advisors, LLC | 4.30% | Add +43.6% | 23,065 | $4.5M |
| Kaye Capital Management | 1.82% | Add +12.9% | 23,055 | $4.5M |
| RiverFront Investment Group, LLC | 0.10% | Add +0.1% | 23,042 | $4.4M |
| Waverly Advisors, LLC | 0.05% | Add +30.4% | 22,866 | $4.4M |
| New Wave Wealth Advisors LLC | 1.94% | Reduce -0.9% | 22,479 | $4.3M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +17.3% | 22,337 | $4.3M |
| CoreCap Advisors, LLC | 0.19% | Reduce -72.8% | 22,030 | $4.3M |
| Boyum Wealth Architects LLC | 4.09% | — | 21,810 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +219.1% | 21,700 | $4.2M |
| Aspire Growth Partners LLC | 3.64% | Add +25.1% | 20,603 | $4.1M |
| PCG Wealth Advisors, LLC | 1.43% | Add +3.2% | 21,219 | $4.1M |
| Redhawk Wealth Advisors, Inc. | 0.55% | Reduce -0.9% | 21,044 | $4.1M |
| CW Advisors, LLC | 0.05% | Add +91.6% | 20,986 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.21% | Add +6.1% | 20,801 | $4.0M |
| Financial Futures Ltd Liability Co. | 2.25% | Add +3.8% | 20,546 | $4.0M |
| Cibc World Markets Corp. | 0.03% | Reduce -0.3% | 20,470 | $4.0M |
| WCG Wealth Advisors LLC | 0.30% | Reduce -1.6% | 20,446 | $3.9M |
| Belpointe Asset Management LLC | 0.20% | Reduce -24.9% | 19,506 | $3.8M |
| Cassaday & Co Wealth Management LLC | 0.10% | Add +96.7% | 19,249 | $3.7M |
| Kiker Wealth Management, LLC | 2.52% | Reduce -3.2% | 19,134 | $3.7M |
| OneDigital Investment Advisors LLC | 0.04% | Add +6.8% | 19,128 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +392.2% | 19,017 | $3.7M |
| Bensler, LLC | 0.46% | Add +6.6% | 18,962 | $3.7M |
| Total Clarity Wealth Management, Inc. | 1.19% | Reduce -0.8% | 17,274 | $3.6M |
| Meridian Wealth Management, LLC | 0.18% | Reduce -4.1% | 18,811 | $3.6M |
| IFG Advisory, LLC | 0.20% | Reduce -14.3% | 18,789 | $3.6M |
| Onyx Bridge Wealth Group LLC | 0.52% | Add +1.8% | 18,687 | $3.6M |
| New Perspectives, Inc | 1.91% | Add +7.8% | 18,571 | $3.6M |
| Smith Shellnut Wilson LLC | 1.64% | Add +13.4% | 18,487 | $3.6M |
| Graney & King, LLC | 2.63% | Add +6.8% | 18,326 | $3.5M |
| CVFG LLC | 3.18% | Add +7.0% | 18,101 | $3.5M |
| Blue Edge Capital, LLC | 0.55% | Reduce -24.5% | 17,895 | $3.5M |
| Castle Wealth Management LLC | 1.35% | Add +2.2% | 17,884 | $3.5M |
| Stephens Consulting, LLC | 0.87% | Reduce -4.5% | 17,851 | $3.4M |
| Farther Finance Advisors, LLC | 0.09% | Add +93.9% | 17,595 | $3.4M |
| PAX Financial Group, LLC | 0.61% | Reduce -29.3% | 17,722 | $3.4M |
| Basso Capital Management, L.P. | 2.86% | Reduce -15.7% | 17,410 | $3.4M |
| GenTrust, LLC | 0.16% | Add +14.2% | 17,325 | $3.3M |
| Townsquare Capital LLC | 0.04% | Add +12.3% | 17,123 | $3.3M |
| Tennessee Valley Asset Management Partners | 0.54% | Add +13.4% | 17,047 | $3.3M |
| Strategic Advisors LLC | 0.63% | Add +22.3% | 16,914 | $3.3M |
| Sagespring Wealth Partners, LLC | 0.08% | Add +4.6% | 16,767 | $3.2M |
| CPC Advisors, LLC | 0.43% | Reduce -47.0% | 16,369 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Add +19.6% | 16,367 | $3.2M |
| Eldridge Investment Advisors, Inc. | 0.73% | Reduce -26.7% | 16,343 | $3.2M |
| Blair William & Co. | 0.01% | Add +54.6% | 16,320 | $3.1M |
| Smith, Moore & Co. | 0.29% | Add +15.1% | 16,239 | $3.1M |
| Elm3 Financial Group, LLC | 2.71% | Reduce -10.8% | 15,965 | $3.1M |
| Circle Wealth Management, LLC | 0.07% | Add +67.4% | 15,868 | $3.1M |
| NWF Advisory Services Inc. | 0.43% | New | 15,729 | $3.0M |
| Worth Asset Management, LLC | 1.66% | Reduce -21.7% | 15,711 | $3.0M |
| Cabot Wealth Management Inc. | 0.38% | Add +4.4% | 15,566 | $3.0M |
| Gerber, LLC | 2.48% | Reduce -3.0% | 15,393 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.4% | 15,388 | $3.0M |
| SBI Securities Co., Ltd. | 0.10% | Reduce -36.7% | 15,117 | $2.9M |
| Commonwealth Financial Services, LLC | 0.59% | Add +17.7% | 15,020 | $2.9M |
| Landmark Wealth Management, LLC | 1.28% | Reduce -3.4% | 14,999 | $2.9M |
| Great Lakes Retirement, Inc. | 0.38% | Add +7.6% | 14,996 | $2.9M |
| Napa Wealth Management | 1.63% | Reduce -59.3% | 14,966 | $2.9M |
| jvl associates llc | 1.16% | Add +9.7% | 14,872 | $2.9M |
| Cary Street Partners Financial LLC | 0.09% | Reduce -6.4% | 14,405 | $2.8M |
| Sulzberger Capital Advisors, Inc. | 3.64% | Reduce -35.1% | 14,357 | $2.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -61.6% | 14,121 | $2.7M |
| Westside Investment Management, Inc. | 0.58% | Add +25.1% | 14,004 | $2.7M |
| Advus Financial Partners, LLC | 0.76% | Reduce -3.7% | 13,996 | $2.7M |
| Root Financial Partners, LLC | 0.28% | Reduce -1.3% | 13,781 | $2.7M |
| Purus Wealth Management, LLC | 1.12% | Add +0.5% | 13,618 | $2.6M |
| Pathstone Holdings, LLC | 0.01% | Add +1.1% | 13,465 | $2.6M |
| Round Rock Advisors LLC | 0.48% | Reduce -1.4% | 13,377 | $2.6M |
| Meridian Financial Advisors, LLC | 1.73% | Reduce -0.9% | 12,808 | $2.5M |
| Sharkey, Howes & Javer | 0.35% | Reduce -9.4% | 12,770 | $2.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.33% | Add +613.7% | 12,661 | $2.4M |
| Harbour Investments, Inc. | 0.07% | Add +19.2% | 12,598 | $2.4M |
| Allen Investment Management, LLC | 0.03% | No change | 12,588 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -3.6% | 12,567 | $2.4M |
| Bestgate Wealth Advisors, LLC | 5.02% | Reduce -6.1% | 12,556 | $2.4M |
| Q3 Asset Management | 1.64% | New | 12,412 | $2.4M |
| Hamilton Capital Partners, LLC | 1.51% | Add +190.8% | 12,346 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -25.3% | 12,159 | $2.3M |
| Mgo One Seven LLC | 0.09% | Reduce -64.0% | 12,068 | $2.3M |
| PFG Advisors | 0.13% | Reduce -4.3% | 12,052 | $2.3M |
| Madison Wealth Partners, Inc | 0.57% | Add +25.0% | 11,859 | $2.3M |
| Invst, LLC | 0.30% | Add +9.5% | 11,563 | $2.2M |
| Nwam LLC | 0.19% | Reduce -11.4% | 11,543 | $2.2M |
| Sage Mountain Advisors LLC | 0.16% | Add +299.1% | 11,523 | $2.2M |
| Arete Wealth Advisors, LLC | 0.17% | Reduce -11.7% | 11,263 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | Add +124.2% | 11,137 | $2.1M |
| Essex Financial Services, Inc. | 0.15% | Add +9.9% | 11,129 | $2.1M |
| Bank of New Hampshire | 0.56% | Reduce -3.4% | 11,035 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +710.3% | 10,979 | $2.1M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -85.8% | 10,837 | $2.1M |
| Relyea Zuckerberg Hanson LLC | 0.28% | Reduce -5.5% | 10,773 | $2.1M |
| Bright Financial Advisors, Inc. | 1.28% | Add +5.7% | 10,759 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -18.0% | 10,733 | $2.1M |
| Theory Financial LLC | 0.87% | Reduce -64.3% | 10,733 | $2.1M |
| Fisher Asset Management | 0.00% | Reduce -68.7% | 10,662 | $2.1M |
| BCS Wealth Management | 0.53% | Add +5.6% | 10,617 | $2.0M |
| Comerica Bank | 0.01% | Add +18.4% | 10,566 | $2.0M |
| Wealthgarden F.S. LLC | 1.93% | Reduce -0.8% | 10,394 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Reduce -62.1% | 10,369 | $2.0M |
| Mount Lucas Management LP | 0.92% | New | 10,171 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.17% | Reduce -2.7% | 10,162 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +12.2% | 10,130 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +18.2% | 9,968 | $1.9M |
| Integrity Alliance, Llc. | 0.08% | New | 9,932 | $1.9M |
| Principal Securities, Inc. | 0.04% | Add +0.3% | 9,048 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +4.2% | 9,686 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +15.3% | 9,534 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +5.6% | 9,392 | $1.8M |
| Silver Oak Securities, Incorporated | 0.17% | Add +13.2% | 9,380 | $1.8M |
| Altfest L J & Co. Inc. | 0.22% | New | 9,285 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +40.4% | 9,230 | $1.8M |
| International Assets Investment Management, LLC | 0.15% | Add +23.3% | 9,151 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -50.3% | 9,100 | $1.8M |
| TD Capital Management LLC | 0.18% | Add +21.3% | 9,088 | $1.8M |
| Falcon Wealth Planning | 0.19% | Add +383.9% | 8,967 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -79.7% | 8,962 | $1.7M |
| Sigma Planning Corp | 0.06% | Add +0.6% | 8,961 | $1.7M |
| Motiv8 Investments LLC | 1.14% | Reduce -5.1% | 8,900 | $1.7M |
| Sierra Capital LLC | 0.21% | Add +159.8% | 8,881 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +406.1% | 8,776 | $1.7M |
| Eagle Strategies LLC | 0.29% | Add +3.1% | 8,754 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -20.0% | 8,734 | $1.7M |
| JGP Wealth Management, LLC | 0.22% | Add +76.4% | 8,698 | $1.7M |
| Sightline Wealth Advisors, LLC | 0.88% | Add +6.7% | 8,650 | $1.7M |
| Altus Wealth Group LLC | 0.78% | Add +5.1% | 8,581 | $1.7M |
| Winthrop Advisory Group LLC | 0.20% | Add +64.5% | 8,571 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +422.1% | 8,547 | $1.6M |
| Virtue Capital Management, LLC | 0.19% | Add +7.2% | 8,525 | $1.6M |
| GK Wealth Management LLC | 2.05% | Add +38.8% | 8,509 | $1.6M |
| Peak Financial Advisors LLC | 0.83% | Add +105.5% | 8,450 | $1.6M |
| LexAurum Advisors, LLC | 0.31% | Add +5.5% | 8,403 | $1.6M |
| StoneX Group Inc. | 0.09% | Reduce -64.1% | 8,390 | $1.6M |
| Swisher Financial Concepts, Inc. | 1.33% | Reduce -49.6% | 8,366 | $1.6M |
| Brandywine Oak Private Wealth LLC | 0.16% | Add +3.7% | 8,361 | $1.6M |
| Retirement Planning Group, LLC / NY | 1.64% | Add +97.3% | 8,350 | $1.6M |
| Pennington Partners & Co., LLC | 0.91% | No change | 8,238 | $1.6M |
| Crescent Grove Advisors, LLC | 0.17% | Reduce -5.9% | 8,233 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +14.0% | 8,145 | $1.6M |
| Rockingstone Advisors LLC | 0.71% | Reduce -3.2% | 8,118 | $1.6M |
| Rede Wealth, LLC | 0.55% | Add +6.8% | 8,091 | $1.6M |
| Private Trust Co. NA | 0.16% | Add +8.8% | 8,068 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +13.0% | 7,978 | $1.5M |
| Cabana LLC | 9.57% | Reduce -28.3% | 7,963 | $1.5M |
| Next Capital Management LLC | 0.72% | Add +58.8% | 7,827 | $1.5M |
| First Financial Corp. | 0.72% | Add +8.7% | 7,718 | $1.5M |
| Procyon Advisors, LLC | 0.09% | Add +119.4% | 7,619 | $1.5M |
| Florida Financial Advisors, LLC | 0.57% | Reduce -14.0% | 7,537 | $1.5M |
| Comprehensive Financial Planning, Inc. | 1.39% | Reduce -6.3% | 7,411 | $1.4M |
| Goldstein Advisors, LLC | 0.21% | Reduce -1.8% | 7,399 | $1.4M |
| Goodman Advisory Group, LLC | 0.43% | New | 7,365 | $1.4M |
| Moneco Advisors, LLC | 0.15% | Reduce -9.8% | 7,344 | $1.4M |
| Quartz Partners, LLC | 0.86% | Add +2.4% | 7,301 | $1.4M |
| Maridea Wealth Management LLC | 0.46% | Add +29.5% | 7,275 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +4.3% | 7,248 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Add +138.7% | 7,156 | $1.4M |
| Tandem Investment Partners LLC | 1.35% | New | 7,100 | $1.4M |
| Rik Saylor Financial, Inc. | 1.19% | Add +8.3% | 7,020 | $1.4M |
| Presidio Capital Management, LLC | 0.56% | New | 7,009 | $1.4M |
| Flagship Private Wealth, LLC | 0.64% | Add +10.5% | 7,003 | $1.4M |
| Ranch Capital Advisors Inc. | 0.64% | Add +2.0% | 6,999 | $1.4M |
| Zhang Financial LLC | 0.07% | Add +170.8% | 6,918 | $1.3M |
| Valued Retirements, Inc. | 1.73% | Add +72.9% | 6,814 | $1.3M |
| TrueWealth Advisors, LLC | 0.43% | Add +11.6% | 6,798 | $1.3M |
| Colonial River Investments, LLC | 0.72% | Reduce -71.3% | 6,790 | $1.3M |
| Maripau Wealth Management LLC | 0.75% | Add +142.8% | 6,761 | $1.3M |
| Calton & Associates, Inc. | 0.30% | Add +189.5% | 6,736 | $1.3M |
| Evanson Asset Management, LLC | 0.09% | Add +1.2% | 6,730 | $1.3M |
| Arkansas Financial Group, Inc. | 0.22% | Reduce -2.2% | 7,065 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -8.0% | 6,643 | $1.3M |
| Emerald Advisors, LLC | 0.17% | Add +9.2% | 6,686 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +18.8% | 6,618 | $1.3M |
| SMI Advisory Services, LLC | 0.29% | Reduce -97.5% | 7,294 | $1.3M |
| Correct Capital Wealth Management | 0.25% | Add +5.3% | 6,507 | $1.3M |
| Shoker Investment Counsel, Inc. | 0.42% | Reduce -11.5% | 6,423 | $1.2M |
| Northwest Capital Management Inc | 0.50% | Add +1.5% | 6,357 | $1.2M |
| Marshall Financial Group, LLC | 0.27% | Add +19.0% | 6,314 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +96.9% | 6,300 | $1.2M |
| Capasso Planning Partners LLC | 0.50% | Add +66.8% | 6,217 | $1.2M |
| FourThought Financial Partners, LLC | 0.13% | Add +40.9% | 6,207 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +31.9% | 6,088 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.07% | No change | 6,027 | $1.2M |
| Sequent Planning LLC | 0.42% | Add +25.6% | 6,015 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 5,985 | $1.2M |
| Cornerstone Advisory, LLC | 0.13% | Add +39.5% | 5,816 | $1.2M |
| DSG Capital Advisors, LLC | 0.23% | Reduce -2.2% | 5,886 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Add +3.2% | 5,863 | $1.1M |
| Marble Harbor Investment Counsel, LLC | 0.13% | No change | 5,801 | $1.1M |
| FWL Investment Management, LLC | 0.42% | Reduce -6.8% | 5,799 | $1.1M |
| Trinity Wealth Management, LLC | 0.50% | Reduce -2.2% | 5,714 | $1.1M |
| SFG Wealth Management, LLC. | 0.53% | Reduce -60.2% | 5,663 | $1.1M |
| BankPlus Wealth Management LLC | 0.79% | Add +61.1% | 5,600 | $1.1M |
| Baring Financial LLC | 0.90% | Add +31.4% | 5,571 | $1.1M |
| Global Financial Private Client, LLC | 0.40% | Reduce -24.7% | 5,421 | $1.0M |
| Magnolia Capital Advisors LLC | 0.28% | No change | 5,400 | $1.0M |
| Masso Torrence Wealth Management Inc. | 0.55% | Add +48.5% | 5,371 | $1.0M |
| Flavin Financial Services, Inc. | 0.95% | Reduce -1.0% | 5,369 | $1.0M |
| Bridgewater Advisors Inc. | 0.09% | New | 5,144 | $1.0M |
| Novem Group | 0.14% | Add +12.4% | 5,159 | $996K |
| Csenge Advisory Group | 0.06% | Add +11.7% | 5,439 | $995K |
| Twin Peaks Wealth Advisors, LLC | 0.45% | Reduce -10.8% | 5,270 | $994K |
| PSI Advisors, LLC | 0.32% | Reduce -2.0% | 5,118 | $988K |
| Tyler-Stone Wealth Management | 0.18% | Reduce -42.8% | 5,098 | $984K |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -2.8% | 5,075 | $980K |
| Performance Wealth Partners, LLC | 0.04% | No change | 5,074 | $979K |
| Keystone Wealth Services, LLC | 0.26% | Add +18.8% | 5,066 | $978K |
| City State Bank | 0.32% | Add +16.3% | 5,055 | $976K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.9% | 5,049 | $975K |
| CRA Financial Services, LLC | 0.16% | Add +58.3% | 4,981 | $961K |
| Manchester Financial Inc. | 0.21% | Reduce -16.5% | 4,943 | $954K |
| Ipsen Advisor Group LLC | 0.82% | New | 4,918 | $949K |
| Spectrum Strategic Capital Management, LLC | 0.59% | Add +20.5% | 4,913 | $948K |
| Gotham Asset Management | 0.01% | Add +86.8% | 4,908 | $947K |
| Austin Wealth Management, LLC | 0.19% | Add +42.4% | 4,914 | $945K |
| JDM Financial Group LLC | 0.48% | Add +0.8% | 4,867 | $939K |
| Compass Advisory Group LLC | 0.32% | Add +1.3% | 4,800 | $927K |
| Opulen Financial Group LLC | 0.84% | Add +1.3% | 4,777 | $922K |
| Wedbush Securities Inc. | 0.03% | Add +8.9% | 4,776 | $922K |
| GeoWealth Management, LLC | 0.04% | Reduce -23.5% | 4,664 | $900K |
| Heritage Wealth Partners, LLC | 1.36% | Reduce -75.4% | 4,631 | $894K |
| Allworth Financial LP | 0.01% | Reduce -40.8% | 4,600 | $885K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +73.8% | 4,537 | $876K |
| Scientech Research LLC | 0.23% | Add +261.6% | 4,523 | $873K |
| Brand Asset Management Group, Inc. | 0.36% | No change | 4,499 | $868K |
| Spire Wealth Management | 0.03% | Add +73.8% | 4,452 | $859K |
| Guardian Wealth Advisors, LLC / NC | 0.07% | Add +1.0% | 4,421 | $853K |
| Cutter & CO Brokerage, Inc. | 0.20% | Reduce -2.5% | 4,322 | $834K |
| Maia Wealth LLC | 0.19% | Add +102.1% | 4,407 | $830K |
| Strategies Wealth Advisors, LLC | 0.10% | Add +0.1% | 4,275 | $825K |
| Sfm, LLC | 0.60% | Add +95.2% | 4,261 | $822K |
| Robinswood Financial LLC | 0.30% | Add +1.1% | 4,239 | $818K |
| Proactive Wealth Strategies LLC | 0.43% | Add +0.2% | 4,219 | $814K |
| Richard W. Paul & Associates, LLC | 0.32% | Reduce -5.6% | 4,211 | $813K |
| Comprehensive Wealth Management, LLC | 0.56% | Add +19.1% | 4,134 | $798K |
| LWM Advisory Services, LLC | 0.55% | Reduce -37.9% | 4,088 | $789K |
| Strong Tower Advisory Services | 0.19% | Add +26.3% | 4,510 | $787K |
| Diversify Advisory Services, LLC | 0.05% | Add +25.6% | 3,985 | $780K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +2.6% | 3,940 | $760K |
| NorthCoast Asset Management LLC | 0.00% | Add +18.8% | 3,940 | $760K |
| Keybank National Association | 0.00% | Reduce -0.5% | 3,919 | $756K |
| Precision Wealth Strategies, LLC | 0.58% | Add +9.7% | 3,911 | $755K |
| Aldebaran Financial Inc. | 0.92% | Add +0.0% | 3,886 | $750K |
| Ameriflex Group, Inc. | 0.31% | Reduce -3.0% | 3,883 | $750K |
| Arax Advisory Partners | 0.05% | Add +0.3% | 3,867 | $746K |
| Modera Wealth Management, LLC | 0.01% | Reduce -40.6% | 3,859 | $745K |
| Quantinno Capital Management LP | 0.00% | Add +183.0% | 3,857 | $744K |
| Empowered Funds, LLC | 0.01% | New | 3,844 | $742K |
| Embree Financial Group | 0.12% | Add +5.7% | 3,839 | $741K |
| Uptick Partners, LLC | 0.25% | Reduce -8.2% | 3,817 | $737K |
| Moors & Cabot, Inc. | 0.04% | Add +1.0% | 3,790 | $732K |
| Columbia Asset Management | 0.15% | No change | 3,776 | $729K |
| Salem Investment Counselors Inc. | 0.03% | Reduce -1.2% | 3,762 | $726K |
| Good Life Advisors, LLC | 0.05% | Add +65.0% | 3,724 | $719K |
| J Hagan Capital, Inc. | 0.58% | — | 3,414 | $718K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -22.4% | 3,691 | $712K |
| Higgins & Schmidt Wealth Strategies LLC | 0.42% | Reduce -5.4% | 3,683 | $711K |
| Retirement Planning Co of New England, Inc. | 0.35% | Add +14.7% | 3,635 | $702K |
| Trademark Financial Management, LLC | 0.53% | New | 3,623 | $699K |
| Gateway Wealth Partners, LLC | 0.15% | Reduce -2.2% | 3,524 | $680K |
| Centennial Wealth Advisory LLC | 0.24% | Add +70.1% | 3,472 | $670K |
| Dakota Wealth Management | 0.02% | Reduce -0.1% | 3,462 | $668K |
| Woodard & Co. Asset Management Group Inc. | 0.14% | Reduce -0.7% | 3,453 | $666K |
| Integrated Advisors Network LLC | 0.03% | Add +9.8% | 3,444 | $665K |
| Norris Financial Group, LLC | 0.31% | Reduce -26.3% | 3,434 | $663K |
| AA Financial Advisors, LLC | 0.16% | Add +25.9% | 3,383 | $653K |
| Prospect Financial Services LLC | 0.35% | Add +1.7% | 3,309 | $639K |
| Legacy Solutions, LLC | 0.69% | No change | 3,261 | $629K |
| West Michigan Advisors, LLC | 0.21% | Reduce -12.5% | 3,246 | $627K |
| Squarepoint Ops LLC | 0.00% | New | 3,244 | $626K |
| HB Wealth Management, LLC | 0.01% | Reduce -18.8% | 3,229 | $623K |
| Greenwich Wealth Management LLC | 0.05% | Reduce -12.6% | 3,218 | $621K |
| Capital Analysts, LLC | 0.02% | Add +4.7% | 3,174 | $613K |
| AlphaStar Capital Management, LLC | 0.06% | Add +132.6% | 3,175 | $613K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +2.0% | 3,168 | $611K |
| Emergent Wealth Advisors, LLC | 0.44% | Reduce -31.2% | 3,136 | $605K |
| Advance Capital Management, Inc. | 0.03% | Add +36.2% | 3,104 | $599K |
| Cape Investment Advisory, Inc. | 0.24% | Reduce -1.6% | 3,082 | $595K |
| Taylor Financial Group, Inc. | 0.41% | No change | 3,055 | $590K |
| Strategic Planning Group, LLC | 0.11% | Reduce -57.4% | 3,038 | $586K |
| Fortress Private Ledger, LLC | 0.33% | New | 3,038 | $586K |
| Lido Advisors, LLC | 0.00% | Add +114.0% | 3,033 | $586K |
| Vicus Capital | 0.05% | Add +137.4% | 3,005 | $580K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -80.6% | 2,962 | $572K |
| HRT Financial LP | 0.00% | Reduce -34.4% | 2,937 | $566K |
| Savant Capital, LLC | 0.00% | Reduce -1.1% | 2,859 | $552K |
| Kovack Advisors, Inc. | 0.06% | Add +17.1% | 2,831 | $546K |
| MSH Capital Advisors LLC | 0.17% | Reduce -3.1% | 2,823 | $545K |
| Pacific Asset Management, LLC | 0.48% | Add +2.3% | 2,802 | $541K |
| BlackDiamond Wealth Management, LLC | 0.37% | Reduce -12.1% | 2,690 | $540K |
| Titleist Asset Management, LLC | 0.06% | Add +5.9% | 2,788 | $538K |
| Silverleafe Capital Partners, LLC | 0.18% | No change | 2,778 | $536K |
| Centerpoint Advisory Group | 0.53% | New | 2,778 | $536K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -37.6% | 2,766 | $534K |
| Summit Investment Advisors, Inc. | 0.47% | Add +1.1% | 2,650 | $525K |
| Choreo, LLC | 0.01% | Add +1.8% | 2,720 | $525K |
| TRUE Private Wealth Advisors | 0.06% | Add +29.1% | 2,669 | $515K |
| Howard Financial Services, LTD. | 0.07% | Add +73.1% | 2,667 | $515K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +91.6% | 2,656 | $513K |
| Optima Capital LLC | 0.33% | Add +36.4% | 2,644 | $510K |
| Three Cord True Wealth Management, LLC | 0.44% | Reduce -15.6% | 2,635 | $509K |
| PFG Investments, LLC | 0.03% | Add +17.4% | 2,626 | $507K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 2,619 | $506K |
| Savvy Advisors, Inc. | 0.05% | Add +18.0% | 2,608 | $503K |
| Orion Capital Management LLC | 0.21% | Add +45.0% | 2,607 | $503K |
| Benjamin Edwards Inc. | 0.01% | Add +21.4% | 2,607 | $503K |
| FineMark National Bank & Trust | 0.02% | No change | 2,604 | $503K |
| Abound Wealth Management | 0.17% | Add +334.8% | 2,587 | $499K |
| Lane & Associates LLC | 0.27% | Reduce -12.0% | 2,550 | $492K |
| Tempus Wealth Planning, LLC | 0.15% | Reduce -0.3% | 2,550 | $492K |
| ETF Portfolio Partners, Inc. | 0.15% | New | 2,527 | $488K |
| DAVENPORT & Co LLC | 0.00% | Add +8.8% | 2,486 | $480K |
| InTrack Investment Management Inc | 0.43% | Add +19.5% | 2,479 | $478K |
| Sanchez Wealth Management Group | 0.13% | Add +11.9% | 2,466 | $476K |
| Pitti Group Wealth Management, LLC | 0.49% | Add +5.6% | 2,461 | $475K |
| Resurgent Financial Advisors LLC | 0.29% | Add +0.6% | 2,458 | $474K |
| Keystone Financial Group | 0.05% | Reduce -5.4% | 2,457 | $474K |
| Ritholtz Wealth Management | 0.01% | Reduce -31.4% | 2,455 | $474K |
| Kirtland Hills Capital Management, LLC | 0.29% | New | 2,579 | $472K |
| Continuum Advisory, LLC | 0.06% | Add +3.7% | 2,432 | $469K |
| Clearstead Trust, LLC | 0.10% | Reduce -2.4% | 2,426 | $468K |
| Gen-Wealth Partners Inc | 0.19% | No change | 2,410 | $465K |
| Kraft, Davis & Associates, LLC | 0.15% | Add +6.4% | 2,528 | $462K |
| Tradition Wealth Management, LLC | 0.04% | Add +76.2% | 2,374 | $458K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -10.5% | 2,342 | $452K |
| Fiduciary Alliance LLC | 0.04% | Add +4.6% | 2,336 | $451K |
| Soltis Investment Advisors LLC | 0.04% | New | 2,332 | $450K |
| ORBA Wealth Advisors, L.L.C. | 0.22% | Add +1.1% | 2,258 | $436K |
| Archer Investment Corp | 0.11% | No change | 2,243 | $433K |
| Tidemark, LLC | 0.16% | No change | 2,204 | $425K |
| SCS Capital Management LLC | 0.01% | New | 2,195 | $424K |
| Capital Investment Advisors, LLC | 0.01% | New | 2,174 | $420K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -6.1% | 2,170 | $419K |
| Safeguard Financial, LLC | 0.09% | Reduce -0.7% | 2,159 | $417K |
| Fermata Advisors, LLC | 0.07% | Add +0.9% | 2,144 | $414K |
| Cibc World Market Inc. | 0.00% | Add +0.1% | 2,141 | $413K |
| MWA Asset Management | 0.28% | Add +14.8% | 2,097 | $405K |
| Alteri Wealth LLC | 0.18% | Add +47.3% | 2,095 | $404K |
| Milestone Asset Management Group, LLC | 0.36% | Add +16.0% | 2,057 | $397K |
| Rothschild Investment LLC | 0.03% | No change | 2,052 | $396K |
| Pettyjohn, Wood & White, Inc. | 0.08% | Add +3.3% | 2,050 | $396K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 2,033 | $392K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,019 | $390K |
| Clare Market Investments LLC | 0.10% | Add +5.3% | 2,002 | $386K |
| BlueChip Wealth Advisors LLC | 0.19% | New | 2,000 | $386K |
| Peachtree Investment Partners, LLC | 0.15% | No change | 2,000 | $386K |
| Northern Trust Corp. | 0.00% | No change | 1,997 | $385K |
| American Financial Advisors, LLC | 0.06% | Add +19.9% | 1,967 | $380K |
| Freedom Financial Partners LLC | 0.18% | No change | 1,955 | $377K |
| Turning Point Benefit Group, Inc. | 0.34% | Add +117.5% | 2,112 | $369K |
| Old National Bancorp | 0.01% | No change | 1,907 | $368K |
| Bravias Capital Group, LLC | 0.30% | Add +0.4% | 1,901 | $367K |
| Pacific Point Advisors, LLC | 0.20% | Add +10.6% | 1,898 | $366K |
| Bison Wealth, LLC | 0.03% | New | 1,868 | $366K |
| Private Client Services, LLC | 0.18% | Add +40.6% | 1,880 | $363K |
| McCarthy & Cox | 0.16% | No change | 1,851 | $357K |
| Mystic Asset Management, Inc. | 0.09% | New | 1,845 | $356K |
| Park Avenue Securities LLC | 0.00% | Reduce -82.9% | 1,842 | $356K |
| Cidel Asset Management Inc. | 0.02% | Add +18.1% | 1,840 | $355K |
| Stillwater Wealth Management Group | 0.31% | Reduce -1.8% | 1,837 | $355K |
| Northwest Financial Advisors | 0.29% | Add +0.1% | 1,832 | $354K |
| Seneschal Advisors, LLC | 0.30% | Add +16.4% | 1,810 | $349K |
| Meeder Advisory Services, Inc. | 0.02% | New | 1,810 | $349K |
| Parcion Private Wealth LLC | 0.03% | Add +0.8% | 1,796 | $347K |
| Intrua Financial, LLC | 0.05% | Reduce -41.0% | 1,794 | $346K |
| Rakuten Securities, Inc. | 0.17% | Add +201.2% | 1,789 | $345K |
| PKS Advisory Services, LLC | 0.09% | Add +10.2% | 1,788 | $345K |
| Summit Trail Advisors, LLC | 0.01% | New | 1,783 | $344K |
| Dana Investment Advisors, Inc. | 0.01% | Reduce -15.5% | 1,773 | $342K |
| Avaii Wealth Management, LLC | 0.18% | Add +20.2% | 1,735 | $335K |
| Foresight Capital Management Advisors, Inc. | 0.21% | Reduce -42.2% | 1,727 | $333K |
| Samalin Investment Counsel, LLC | 0.14% | Add +18.9% | 1,724 | $333K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -27.2% | 1,804 | $331K |
| Consolidated Portfolio Review Corp | 0.05% | Add +1.8% | 1,715 | $331K |
| Old Mission Capital LLC | 0.01% | Reduce -91.7% | 1,702 | $329K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -2.3% | 1,698 | $328K |
| Northstar Group, Inc. | 0.06% | Add +26.0% | 1,697 | $328K |
| Arkadios Wealth Advisors | 0.01% | Reduce -15.8% | 1,678 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | Add +4.5% | 1,614 | $321K |
| Concord Wealth Partners | 0.05% | Reduce -4.7% | 1,662 | $321K |
| Simplicity Wealth,LLC | 0.02% | New | 1,660 | $320K |
| Weitzel Financial Services, Inc. | 0.15% | Add +24.5% | 1,723 | $320K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +112.2% | 1,655 | $319K |
| Kellett Wealth Advisors, LLC | 0.22% | New | 1,650 | $318K |
| LJI Wealth Management, LLC | 0.06% | Add +42.1% | 1,643 | $317K |
| Guidance Capital, Inc. | 0.10% | Add +65.3% | 1,555 | $313K |
| Bank of Montreal | 0.00% | Reduce -61.8% | 1,566 | $302K |
| DGS Capital Management, LLC | 0.08% | No change | 1,561 | $301K |
| Creative Financial Designs Inc. | 0.02% | Reduce -9.5% | 1,540 | $297K |
| Kropog Financial Group, LLC | 0.28% | Add +0.1% | 1,527 | $295K |
| Matrix Asset Advisors Inc. | 0.03% | New | 1,520 | $293K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +8.1% | 1,517 | $293K |
| Inscription Capital, LLC | 0.05% | — | 1,599 | $292K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -0.7% | 1,496 | $289K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 1,483 | $286K |
| Mid-American Wealth Advisory Group, Inc. | 0.15% | New | 1,481 | $286K |
| Sunbelt Securities, Inc. | 0.03% | Add +1.4% | 1,475 | $285K |
| Santori & Peters, Inc. | 0.11% | Add +3.7% | 1,468 | $283K |
| Trexquant Investment LP | 0.00% | Reduce -32.7% | 1,467 | $283K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -38.3% | 1,459 | $282K |
| Beacon Financial Advisory LLC | 0.09% | New | 1,459 | $282K |
| Ridgecrest Wealth Partners, LLC | 0.15% | Add +1.4% | 1,454 | $281K |
| Composition Wealth, LLC | 0.01% | New | 1,454 | $281K |
| Longview Financial Advisors, Inc. | 0.24% | Reduce -21.2% | 1,452 | $280K |
| Prostatis Group LLC | 0.09% | Add +36.7% | 1,445 | $279K |
| Nadler Financial Group, Inc. | 0.03% | Add +15.0% | 1,443 | $279K |
| RIA Advisory Group LLC | 0.09% | Add +2.7% | 1,440 | $278K |
| E Fund Management (Hong Kong) Co., Ltd. | 0.25% | Add +161.3% | 1,424 | $275K |
| E Fund Management Co., Ltd. | 0.01% | New | 1,424 | $275K |
| Summit Global Investments | 0.02% | Reduce -29.9% | 1,414 | $273K |
| Durante & Waters, LLC | 0.23% | Add +0.1% | 1,411 | $272K |
| Empirical Asset Management, LLC | 0.09% | Add +32.9% | 1,403 | $271K |
| Investor's Fiduciary Advisor Network, LLC | 0.13% | Add +10.1% | 1,391 | $268K |
| Jacobi Capital Management LLC | 0.02% | Reduce -17.8% | 1,382 | $267K |
| Joel Isaacson & Co., LLC | 0.01% | New | 1,366 | $264K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -3.3% | 1,358 | $262K |
| Gunderson Capital Management LLC | 0.17% | New | 1,356 | $262K |
| Affinity Wealth Management LLC | 0.05% | Add +0.2% | 1,336 | $258K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -0.6% | 1,335 | $258K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 1,499 | $257K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,315 | $254K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -5.1% | 1,314 | $254K |
| AMG National Trust Bank | 0.01% | New | 1,312 | $253K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -9.2% | 1,297 | $250K |
| Life Line Wealth Management LLC | 0.09% | Add +0.2% | 1,285 | $248K |
| Signaturefd, LLC | 0.00% | Add +19.4% | 1,257 | $243K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 1,256 | $242K |
| Blue Chip Partners, LLC | 0.02% | New | 1,250 | $241K |
| Certified Advisory Corp | 0.03% | Reduce -17.8% | 1,248 | $241K |
| Endowment Wealth Management, Inc. | 0.15% | New | 1,240 | $239K |
| Ledgewood Wealth Advisors, LLC | 0.15% | No change | 1,237 | $239K |
| Compound Planning, Inc. | 0.01% | Reduce -65.8% | 1,228 | $237K |
| BlackRock, Inc. | 0.00% | No change | 1,210 | $234K |
| O'Brien Wealth Partners LLC | 0.04% | No change | 1,200 | $232K |
| Seneca House Advisors | 0.10% | Add +5.2% | 1,188 | $229K |
| Flagstar Securities, Inc. | 0.06% | Add +0.1% | 1,186 | $229K |
| Burns Matteson Capital Management, LLC | 0.12% | New | 1,177 | $227K |
| Base Wealth Management LLC | 0.17% | — | 1,175 | $227K |
| O'Connor Financial Group LLC | 0.12% | Add +4.0% | 1,172 | $226K |
| Quantbot Technologies LP | 0.01% | New | 1,160 | $224K |
| Oxler Private Wealth LLC | 0.08% | New | 1,157 | $223K |
| Madrona Financial Services, LLC | 0.06% | New | 1,148 | $222K |
| Berkshire Money Management, Inc. | 0.02% | Reduce -4.0% | 1,140 | $220K |
| Traynor Capital Management, Inc. | 0.02% | New | 1,139 | $220K |
| Centaurus Financial, Inc. | 0.01% | Add +54.4% | 1,135 | $219K |
| Insigneo Advisory Services, LLC | 0.02% | New | 1,129 | $218K |
| Fiduciary Group, LLC | 0.02% | New | 1,121 | $216K |
| Camarda Financial Advisors, LLC | 0.10% | Reduce -18.4% | 1,120 | $216K |
| Sand Hill Global Advisors, LLC | 0.01% | New | 1,109 | $214K |
| Lord & Richards Wealth Management, LLC | 0.24% | New | 1,098 | $212K |
| Rochester Wealth Strategies, LLC | 0.17% | — | 1,094 | $211K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +0.2% | 1,094 | $211K |
| American Institute for Advanced Investment Management, LLP | 0.16% | Reduce -19.1% | 1,080 | $209K |
| Oakwell Private Wealth Management, LLC | 0.06% | New | 1,079 | $208K |
| Smart Money Group LLC | 0.07% | Reduce -70.9% | 1,075 | $208K |
| Parsons Capital Management Inc. | 0.01% | Reduce -48.5% | 1,075 | $208K |
| Cypress Wealth Services, LLC | 0.04% | New | 1,072 | $207K |
| Financial Advisors Network, Inc. | 0.03% | New | 1,070 | $207K |
| Sheets Smith Wealth Management | 0.03% | New | 1,066 | $206K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 970 | $204K |
| Grassi Investment Management | 0.02% | No change | 1,058 | $204K |
| Lokken Investment Group LLC | 0.09% | Reduce -2.5% | 1,050 | $203K |
| Brown Advisory Inc. | 0.00% | New | 1,050 | $203K |
| N.E.W. Advisory Services LLC | 0.02% | Add +8.2% | 1,042 | $201K |
| WASHINGTON TRUST Co | 0.01% | Add +2.8% | 1,024 | $198K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +31.1% | 965 | $186K |
| Headlands Technologies LLC | 0.02% | Reduce -96.1% | 932 | $180K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.6% | 857 | $165K |
| Ridgewood Investments LLC | 0.08% | Add +99.3% | 849 | $164K |
| Dunhill Financial, LLC | 0.07% | New | 824 | $159K |
| Parallel Advisors, LLC | 0.00% | Add +34.3% | 776 | $150K |
| Vestor Capital, LLC | 0.01% | Reduce -0.3% | 774 | $149K |
| Sandy Spring Bank | 0.01% | Reduce -8.4% | 762 | $147K |
| Chesapeake Asset Management LLC | 0.13% | Add +25.4% | 717 | $139K |
| Assetmark, Inc. | 0.00% | Add +3.2% | 708 | $137K |
| Pier 88 Investment Partners LLC | 0.16% | No change | 700 | $135K |
| Hartford Financial Management Inc. | 0.03% | Reduce -26.2% | 690 | $133K |
| Generali Investments, Management Co LLC | 0.03% | Reduce -49.1% | 630 | $122K |
| Clarity Asset Management, Inc. | 0.08% | Add +860.0% | 624 | $120K |
| TCTC Holdings, LLC | 0.00% | No change | 612 | $118K |
| Cascades Capital Asset Management, LLC | 0.06% | New | 594 | $115K |
| Whittier Trust Co. | 0.00% | No change | 556 | $107K |
| FIL Ltd | 0.00% | Reduce -82.3% | 535 | $103K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -2.3% | 502 | $98K |
| Truvestments Capital LLC | 0.02% | Add +72.3% | 498 | $96K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -22.4% | 495 | $96K |
| Fifth Third Bancorp | 0.00% | Add +223.5% | 495 | $96K |
| Keener Financial Planning LLC | 0.06% | Add +1725.9% | 493 | $95K |
| SVB Wealth LLC | 0.00% | New | 490 | $95K |
| Gould Capital, LLC | 0.06% | Reduce -82.5% | 468 | $90K |
| Key Financial Inc | 0.02% | Reduce -2.1% | 466 | $90K |
| Fairway Wealth LLC | 0.03% | New | 464 | $90K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Reduce -33.6% | 454 | $87K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +10.4% | 434 | $84K |
| Pacific Center for Financial Services | 0.02% | Add +0.2% | 426 | $82K |
| Tsfg, LLC | 0.02% | No change | 416 | $80K |
| FSA Wealth Management LLC | 0.03% | No change | 408 | $79K |
| Russell Investments Group, Ltd. | 0.00% | Add +88.5% | 394 | $76K |
| National Bank of Canada | 0.00% | New | 391 | $75K |
| Avion Wealth | 0.02% | No change | 352 | $74K |
| Montag A & Associates Inc. | 0.00% | No change | 372 | $72K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -62.5% | 371 | $72K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 354 | $68K |
| LGT Financial Advisors LLC | 0.20% | No change | 341 | $66K |
| Richardson Capital Management LLC | 0.04% | Add +0.3% | 321 | $62K |
| Dogwood Wealth Management LLC | 0.03% | No change | 305 | $59K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 300 | $58K |
| North Star Investment Management Corp. | 0.00% | No change | 300 | $58K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 274 | $53K |
| Hantz Financial Services, Inc. | 0.00% | Add +81.0% | 266 | $51K |
| Addison Advisors LLC | 0.01% | No change | 254 | $49K |
| St Germain D J Co. Inc. | 0.00% | New | 238 | $46K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 236 | $46K |
| NFSG Corp | 0.01% | Reduce -7.9% | 232 | $45K |
| Motco | 0.00% | New | 226 | $44K |
| ROSS\JOHNSON & Associates LLC | 0.72% | New | 216 | $42K |
| Founders Capital Management | 0.03% | No change | 200 | $39K |
| CVA Family Office, LLC | 0.01% | No change | 200 | $39K |
| GAMMA Investing LLC | 0.00% | No change | 184 | $36K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 180 | $35K |
| BankPlus Trust Department | 0.01% | New | 172 | $33K |
| Mather Group, Llc. | 0.00% | Add +80.7% | 168 | $32K |
| Mark Sheptoff Financial Planning, LLC | 0.02% | New | 166 | $32K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 156 | $30K |
| Hughes Financial Services, LLC | 0.01% | New | 154 | $30K |
| HHM Wealth Advisors, LLC | 0.00% | Add +273.2% | 153 | $30K |
| Crews Bank & Trust | 0.00% | Add +328.6% | 150 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -66.8% | 150 | $29K |
| Golden State Wealth Management, LLC | 0.00% | Add +34.9% | 147 | $28K |
| Sound Income Strategies, LLC | 0.00% | No change | 147 | $28K |
| Coldstream Capital Management Inc. | 0.00% | New | 146 | $28K |
| NorthRock Partners, LLC | 0.00% | New | 143 | $28K |
| Westwind Capital | 0.01% | New | 140 | $27K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 131 | $25K |
| Toronto Dominion Bank | 0.00% | Reduce -98.8% | 122 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +14.0% | 122 | $24K |
| West Paces Advisors Inc. | 0.01% | New | 120 | $23K |
| Briaud Financial Planning Inc | 0.01% | No change | 121 | $23K |
| Financial Management Professionals, Inc. | 0.00% | No change | 118 | $23K |
| Signature Resources Capital Management, LLC | 0.02% | Add +7.5% | 114 | $22K |
| SWAN Capital LLC | 0.01% | New | 111 | $21K |
| IMA Advisory Services, Inc. | 0.00% | New | 109 | $21K |
| CKW Financial Group | 0.00% | Add +15.6% | 104 | $20K |
| Silicon Valley Capital Partners | 0.00% | No change | 100 | $19K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 100 | $19K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -57.3% | 100 | $19K |
| LRI Investments, LLC | 0.00% | New | 100 | $19K |
| Belvedere Trading LLC | 0.00% | New | 100 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 100 | $19K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 99 | $19K |
| Blue Trust, Inc. | 0.00% | New | 94 | $18K |
| WealthShield Partners, LLC | 0.00% | No change | 92 | $18K |
| Franklin Resources Inc. | 0.00% | Add +250.0% | 91 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 89 | $17K |
| Capital A Wealth Management, LLC | 0.02% | New | 81 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +1216.7% | 79 | $15K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 75 | $14K |
| Coston, McIsaac & Partners | 0.00% | Reduce -18.5% | 75 | $14K |
| Nova Wealth Management, Inc. | 0.01% | No change | 72 | $14K |
| CENTRAL TRUST Co | 0.00% | Reduce -29.2% | 63 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 62 | $12K |
| Bear Mountain Capital, Inc. | 0.00% | Add +18.4% | 58 | $11K |
| Optimum Investment Advisors | 0.01% | No change | 59 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | Add +90.3% | 59 | $11K |
| Creekmur Asset Management LLC | 0.00% | Add +1.8% | 56 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -89.9% | 48 | $9K |
| Lanark Financial, Inc. | 0.00% | — | 50 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +181.3% | 45 | $9K |
| Uniplan Investment Counsel, Inc. | 0.00% | New | 42 | $8K |
| Centricity Wealth Management, LLC | 0.01% | No change | 40 | $8K |
| Albion Financial Group | 0.00% | New | 40 | $8K |
| Pacifica Partners Inc. | 0.00% | New | 38 | $7K |
| Elevation Wealth Partners, LLC | 0.00% | Add +9.1% | 36 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +75.0% | 35 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 30 | $6K |
| PrairieView Partners, LLC | 0.00% | Add +26.9% | 33 | $6K |
| Pineridge Advisors LLC | 0.00% | No change | 30 | $6K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 28 | $5K |
| Anderson Financial Strategies, LLC | 0.00% | Add +100.0% | 24 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -69.1% | 46 | $4K |
| Anfield Capital Management, LLC | 0.00% | New | 21 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 25 | $4K |
| Rossby Financial, LCC | 0.00% | New | 20 | $4K |
| General Partner, Inc. | 0.00% | No change | 20 | $4K |
| Birch Capital Management, LLC | 0.00% | No change | 20 | $4K |
| AlphaCore Capital LLC | 0.00% | New | 20 | $4K |
| Millstone Evans Group, LLC | 0.00% | Add +46.1% | 19 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 18 | $3K |
| Robbins Farley | 0.00% | Add +20.0% | 18 | $3K |
| Davis Capital Management | 0.00% | No change | 18 | $3K |
| Bridge Generations Wealth Management LLC | 0.00% | No change | 16 | $3K |
| New England Capital Financial Advisors LLC | 0.00% | Add +15.4% | 15 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 14 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -86.9% | 13 | $3K |
| Clearstead Advisors, LLC | 0.00% | New | 12 | $2K |
| Financial Perspectives, Inc | 0.00% | No change | 11 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 12 | $2K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 10 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | No change | 9 | $2K |
| Hurley Capital, LLC | 0.00% | No change | 7 | $1K |
| Transce3nd, LLC | 0.00% | Reduce -70.8% | 7 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 7 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 6 | $1K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 6 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 5 | $970 |
| Vermillion Wealth Management, Inc. | 0.00% | Add +100.0% | 4 | $773 |
| Eukles Asset Management | 0.00% | No change | 3 | $579 |
| Glassman Wealth Services | 0.00% | No change | 3 | $579 |
| Pinney & Scofield, Inc. | 0.00% | No change | 2 | $386 |
| Proathlete Wealth Management LLC | 0.00% | New | 2 | $386 |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 2 | $307 |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $193 |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1 | $193 |
| Frazier Financial Advisors, LLC | 0.00% | Add +0.0% | 1 | $184 |
"% of holder's portfolio" is QQQM's weight in each manager's 13F, not the share of Invesco Nasdaq 100 ETF the manager owns.